InsuranceWorld's Factsheet • August 31, 2026
AUGUST
-1.01%
YEAR TO DATE
+3.26%
1 YEAR
+10.61%
ALL TIME
+64.17%
ANNUALIZED RETURN
+17.44%
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.
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
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 2026 | Jul 2026 | 6 |
-6.04% | May 2023 | Jul 2023 | 2 |
-5.7% | Dec 2024 | Feb 2025 | 2 |
-3.98% | Apr 2025 | Jun 2025 | 2 |
-3.88% | Sep 2025 | Dec 2025 | 3 |
-3.26% | Apr 2024 | May 2024 | 1 |
-2.6% | Jun 2024 | Jul 2024 | 1 |
-1.97% | Oct 2024 | Nov 2024 | 1 |
-1.82% | Aug 2023 | Sep 2023 | 1 |
-1.74% | Jul 2025 | Aug 2025 | 1 |
-1.01% | Aug 2026 | - | 1 |
-0.57% | Dec 2023 | Jan 2024 | 1 |
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
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
- 💰 Finance89.12%
- 🏥 Health Services9.21%
- 💵 Cash2.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE69.92%
- 🇭🇰 Hong Kong Exchanges14.64%
- 🇺🇸 Nasdaq10.81%
- 🇫🇷 Euronext Paris2.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.06%
- 🇨🇳 China12.09%
- 🇧🇲 Bermuda11.53%
- 🇫🇷 France2.96%
- 🇨🇭 Switzerland2.96%
- 🇬🇧 United Kingdom2.72%
- 🇭🇰 Hong Kong2.55%
- 🇮🇪 Ireland2.46%
Dividends
Dividend Yield
2.12%
33 out of 35 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $01336.HK (7.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 01336.HK | 0.18% | 7.34% | $0.85 |
 CS.PA | 0.16% | 5.52% | $1.98 |
 PGR | 0.16% | 6.24% | $1.15 |
 2318.HK | 0.14% | 6.14% | $2.63 |
 2628.HK | 0.13% | 4.4% | $0.47 |
 2601.HK | 0.1% | 4.15% | $1.12 |
 CRBG | 0.09% | 2.86% | $0.92 |
 UNH | 0.08% | 2.4% | $7.74 |
 MET.US | 0.08% | 2.31% | $2.11 |
 1299.HK | 0.07% | 2.71% | $1.61 |
 UNM | 0.07% | 2.05% | $1.46 |
 EG | 0.07% | 2.14% | $7.25 |
 EQH | 0.06% | 2.13% | $0.9 |
 ALL | 0.06% | 1.79% | $3.62 |
 CI | 0.06% | 2.19% | $5.26 |
 AIG | 0.06% | 2.45% | $1.48 |
 MRSH | 0.06% | 2.14% | $2.84 |
 ELV | 0.05% | 1.62% | $6.22 |
 HIG | 0.05% | 1.83% | $1.84 |
 AXS.US | 0.05% | 1.8% | $1.76 |
 TRV | 0.04% | 1.26% | $4.05 |
 AIZ | 0.04% | 1.3% | $2.86 |
 WTW | 0.03% | 1.28% | $3.44 |
 CB | 0.03% | 1.15% | $3.49 |
 AJG | 0.03% | 1.18% | $2.3 |
 RYAN | 0.03% | 1.35% | $0.34 |
 AON | 0.03% | 1.14% | $2.52 |
 GL | 0.03% | 0.76% | $0.93 |
 BRO | 0.02% | 1.03% | $0.51 |
 RNR | 0.02% | 0.48% | $1.54 |
 WRB.US | 0.01% | 0.52% | $0.45 |
 PLMR | 0.01% | 0.34% | - |
 KNSL | 0.01% | 0.27% | $0.58 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WTW | Pay Day | Oct 15, 2026 | $0.96 |
AXS.US | Pay Day | Oct 15, 2026 | $0.44 |
UNM | Ex-Dividend | Oct 24, 2026 | $0.46 |
GL | Pay Day | Oct 30, 2026 | $0.33 |
AON | Ex-Dividend | Nov 3, 2026 | $0.82 |
EQH | Ex-Dividend | Nov 3, 2026 | $0.30 |
MET.US | Ex-Dividend | Nov 4, 2026 | $0.59 |
RYAN | Ex-Dividend | Nov 11, 2026 | $0.13 |
BRO | Ex-Dividend | Nov 12, 2026 | $0.17 |
MRSH | Pay Day | Nov 13, 2026 | $0.90 |
2628.HK | Pay Day | Nov 18, 2026 | $0.09 |
PLMR | Ex-Dividend | Nov 19, 2026 | $0.00 |
KNSL | Ex-Dividend | Nov 28, 2026 | $0.25 |
ALL | Ex-Dividend | Dec 1, 2026 | $1.08 |
HIG | Ex-Dividend | Dec 1, 2026 | $0.60 |
AIZ | Ex-Dividend | Dec 1, 2026 | $0.88 |
CI | Ex-Dividend | Dec 8, 2026 | $1.56 |
AJG | Ex-Dividend | Dec 8, 2026 | $0.70 |
EG | Ex-Dividend | Dec 9, 2026 | $2.00 |
TRV | Ex-Dividend | Dec 10, 2026 | $1.25 |
ELV | Ex-Dividend | Dec 10, 2026 | $1.72 |
CB | Ex-Dividend | Dec 11, 2026 | $1.02 |
UNH | Ex-Dividend | Dec 14, 2026 | $2.21 |
RNR | Ex-Dividend | Dec 15, 2026 | $0.41 |
AIG | Ex-Dividend | Dec 16, 2026 | $0.50 |
CRBG | Ex-Dividend | Dec 16, 2026 | $0.25 |
WRB.US | Ex-Dividend | Dec 21, 2026 | $0.09 |
WTW | Ex-Dividend | Dec 30, 2026 | $0.96 |
AXS.US | Ex-Dividend | Dec 30, 2026 | $0.44 |
PGR | Ex-Dividend | Jan 1, 2027 | $0.10 |
MRSH | Ex-Dividend | Jan 1, 2027 | $0.90 |
GL | Ex-Dividend | Jan 5, 2027 | $0.33 |
01336.HK | Ex-Dividend | Jan 10, 2027 | $0.09 |
2318.HK | Ex-Dividend | Mar 2, 2027 | $0.26 |
1299.HK | Ex-Dividend | Mar 4, 2027 | $0.18 |
2628.HK | Ex-Dividend | Apr 8, 2027 | $0.09 |
CS.PA | Ex-Dividend | May 11, 2027 | $2.74 |
2601.HK | Ex-Dividend | Sep 8, 2027 | $0.17 |
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