InsuranceWorld's Factsheet • August 31, 2026

InsuranceWorld avatar

InsuranceWorld
🇬🇧 Stock Smart Portfolio.
328 copiers.
AUGUST
-1.01%
YEAR TO DATE
+3.26%
1 YEAR
+6.53%
ALL TIME
+64.17%
ANNUALIZED RETURN
+17.97%
TRACK RECORD
3.6 years

About InsuranceWorld

Insurance is a unique product that people usually do not afford to ignore. If something unfortunate happens to someone, they'll be thankful that there is insurance coverage.

Insurance companies are considered stable investments due to their necessity in managing risk for people and businesses. They collect premiums and invest them to generate income, allowing them to pay out claims and provide returns to investors.

Insurance companies can offer a diversified list of products, including life, health, property, auto, liability, travel, pet insurance and more.

eToro's InsuranceWorld Smart Portfolio allocates capital to stocks, based on eToro’s asset universe, of leading insurance companies that protect individuals and companies with many types of risk coverages and within most geographies worldwide.

The minimum investment amount for this portfolio is $500.

    Smart Portfolio Stats

    Type

    Smart Portfolio

    Copiers

    328

    Assets Under Copy

    $300K-$1M

    Risk Score

    5

    Trades

    No trades during this period.

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -9.66%
      		Jan 2026Jul 20266
      -6.04%
      		May 2023Jul 20232
      -5.7%
      		Dec 2024Feb 20252
      -3.98%
      		Apr 2025Jun 20252
      -3.88%
      		Sep 2025Dec 20253
      -3.26%
      		Apr 2024May 20241
      -2.6%
      		Jun 2024Jul 20241
      -1.97%
      		Oct 2024Nov 20241
      -1.82%
      		Aug 2023Sep 20231
      -1.74%
      		Jul 2025Aug 20251
      -1.01%
      		Aug 2026-1
      -0.57%
      		Dec 2023Jan 20241

      Performance Metrics

      Score 6.7/10

      Beta

      0.36
      0.36
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      0.84
      0.84
      0
      0.5
      1
      1.5
      1.5

      Sortino Ratio

      1.31
      1.31
      0
      1
      2
      3
      3

      Jensen's Alpha

      5.17
      5.17
      -2
      0
      2
      6
      6

      Omega Ratio

      0.79
      0.79
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      2.45
      2.45
      0
      0.75
      1.25
      3
      3

      Information Ratio

      -0.33
      -0.33
      -1
      0.3
      0.6
      1
      1

      Calmar Ratio

      1.58
      1.58
      0
      0.3
      0.6
      2
      2

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 💰 Finance
        89.12%
      • 🏥 Health Services
        9.21%
      • 💵 Cash
        2.16%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇺🇸 NYSE
        69.92%
      • 🇭🇰 Hong Kong Exchanges
        14.64%
      • 🇺🇸 Nasdaq
        10.81%
      • 🇫🇷 Euronext Paris
        2.96%

      Countries Breakdown

      • Country
      • Total
      • 🇺🇸 United States
        61.06%
      • 🇨🇳 China
        12.09%
      • 🇧🇲 Bermuda
        11.53%
      • 🇫🇷 France
        2.96%
      • 🇨🇭 Switzerland
        2.96%
      • 🇬🇧 United Kingdom
        2.72%
      • 🇭🇰 Hong Kong
        2.55%
      • 🇮🇪 Ireland
        2.46%

      Dividends

      Dividend Yield

      2.04%

      32 out of 35 instruments pay dividend.

      0 dividend payments in the next 30 days.

      Highest Dividend: $01336.HK (6.56%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      PGR
      PGR
      0.17%
      6.51%
      $1.15
      01336.HK
      01336.HK
      0.16%
      6.56%
      $0.85
      CS.PA
      CS.PA
      0.15%
      5.19%
      $1.98
      2318.HK
      2318.HK
      0.14%
      5.93%
      $2.63
      2628.HK
      2628.HK
      0.11%
      3.84%
      $0.47
      2601.HK
      2601.HK
      0.1%
      4.02%
      $1.12
      CRBG
      CRBG
      0.09%
      2.82%
      $0.92
      MET.US
      MET.US
      0.08%
      2.39%
      $2.11
      UNH
      UNH
      0.08%
      2.37%
      $7.74
      UNM
      UNM
      0.07%
      1.98%
      $1.46
      1299.HK
      1299.HK
      0.07%
      2.58%
      $1.61
      EG
      EG
      0.07%
      2.13%
      $7.25
      CI
      CI
      0.06%
      2.23%
      $5.26
      EQH
      EQH
      0.06%
      2.06%
      $0.9
      AIG
      AIG
      0.06%
      2.52%
      $1.48
      ALL
      ALL
      0.06%
      1.7%
      $3.62
      MRSH
      MRSH
      0.06%
      2.11%
      $2.84
      ELV
      ELV
      0.05%
      1.67%
      $6.22
      HIG
      HIG
      0.05%
      1.76%
      $1.84
      AXS.US
      AXS.US
      0.04%
      1.77%
      $1.76
      TRV
      TRV
      0.04%
      1.21%
      $4.05
      AIZ
      AIZ
      0.04%
      1.25%
      $2.86
      CB
      CB
      0.03%
      1.15%
      $3.49
      WTW
      WTW
      0.03%
      1.21%
      $3.44
      AJG
      AJG
      0.03%
      1.15%
      $2.3
      RYAN
      RYAN
      0.03%
      1.24%
      $0.34
      AON
      AON
      0.03%
      1.03%
      $2.52
      BRO
      BRO
      0.02%
      0.99%
      $0.51
      GL
      GL
      0.02%
      0.69%
      $0.93
      RNR
      RNR
      0.02%
      0.5%
      $1.54
      WRB.US
      WRB.US
      0.01%
      0.53%
      $0.45
      KNSL
      KNSL
      0.01%
      0.24%
      $0.58

      Next Dividends

      Stock
      Type
      Date
      Pay Per Share

      Portfolio Holdings

      (As of August 31, 2026)

      Monthly Returns

      Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results