TheBigBanks's Factsheet • July 31, 2026

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TheBigBanks
🇬🇧 Stock Smart Portfolio.
5,499 copiers.
JULY
+6.53%
YEAR TO DATE
+16.87%
1 YEAR
+30.89%
5 YEARS
+156.9%
ANNUALIZED RETURN
+16.14%
TRACK RECORD
10.2 years

About TheBigBanks

The earliest form of banking was used by merchants of the world who gave farmers loans and used grain as collateral back when humankind still utilized the barter system. Some of the oldest banks in the world are in fact hundreds of years old, and the industry has undergone significant changes as time wore on.

Today, besides being an establishment where people deposit their hard-earned cash as a safeguard and means to earn interest, banking organizations have grown into so much more. Most banks offer other financial services such as brokerage, investment banking and insurance services. Over the years, the banking industry has developed an ability to adapt to the times and remain a significant cornerstone of any modern civilisation.

TheBigBanks Smart Portfolio allocates in the 25 largest bank stocks and other financial institutions according to the amount of total assets under their balance sheet.

The minimum investment amount for this portfolio is $500.

    Smart Portfolio Stats

    Type

    Smart Portfolio

    Copiers

    5,499

    Assets Under Copy

    $5M+

    Risk Score

    4

    Trades

    No trades during this period.

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -36.47%
      		Feb 2018May 202139
      -22.92%
      		Feb 2022Jan 202423
      -8.34%
      		Jun 2021Oct 20214
      -6.66%
      		Feb 2026Apr 20262
      -5.39%
      		Nov 2021Jan 20222
      -3.37%
      		Sep 2016Oct 20161
      -2.22%
      		May 2017Jun 20171
      -1.95%
      		Jan 2017Feb 20171
      -1.36%
      		Aug 2017Sep 20171
      -1.3%
      		Jun 2024Jul 20241
      -0.71%
      		Mar 2025May 20252
      -0.28%
      		Mar 2017Apr 20171
      -0.14%
      		Aug 2024Sep 20241

      Performance Metrics

      Score 6.1/10

      Beta

      0.82
      0.82
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      0.71
      0.71
      0
      0.5
      1
      1.5
      1.5

      Sortino Ratio

      1.12
      1.12
      0
      1
      2
      3
      3

      Jensen's Alpha

      3.8
      3.8
      -2
      0
      2
      4.5
      4.5

      Omega Ratio

      1.08
      1.08
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      1.37
      1.37
      0
      0.75
      1.25
      2
      2

      Information Ratio

      0.11
      0.11
      0
      0.3
      0.6
      1
      1

      Calmar Ratio

      0.41
      0.41
      0
      0.3
      0.6
      1
      1

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 💰 Finance
        98.16%
      • 💵 Cash
        3.05%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇺🇸 NYSE
        54.44%
      • 🇭🇰 Hong Kong Exchanges
        21.6%
      • 🇫🇷 Euronext Paris
        6.4%
      • 🇮🇹 Borsa Italiana
        5.08%
      • 🇪🇸 Bolsa De Madrid
        3.2%
      • 🇬🇧 LSE
        2.83%
      • 🇳🇱 Euronext Amsterdam
        2.53%
      • 🇩🇪 FRA
        2.08%

      Countries Breakdown

      • Country
      • Total
      • 🇺🇸 United States
        33.99%
      • 🇨🇳 China
        21.6%
      • 🇯🇵 Japan
        11.2%
      • 🇨🇦 Canada
        7.89%
      • 🇫🇷 France
        6.4%
      • 🇮🇹 Italy
        5.08%
      • 🇪🇸 Spain
        3.2%
      • 🇬🇧 United Kingdom
        2.83%
      • 🇳🇱 Netherlands
        2.53%
      • 🇩🇪 Germany
        2.08%
      • 🇮🇳 India
        1.36%

      Dividends

      Dividend Yield

      2.93%

      30 out of 30 instruments pay dividend.

      0 dividend payments in the next 30 days.

      Highest Dividend: $ISP.MI (5.56%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      1398.HK
      1398.HK
      0.19%
      4.68%
      $0.33
      0939.HK
      0939.HK
      0.18%
      4.75%
      $0.43
      BNP.PA
      BNP.PA
      0.18%
      4.8%
      $4.6
      3968.HK
      3968.HK
      0.17%
      4.6%
      $2.13
      3988.HK
      3988.HK
      0.17%
      4.64%
      $0.26
      3328.HK
      3328.HK
      0.15%
      4.86%
      $0.4
      1288.HK
      1288.HK
      0.15%
      4.47%
      $0.25
      ISP.MI
      ISP.MI
      0.14%
      5.56%
      $0.3
      C
      C
      0.12%
      1.82%
      $2.12
      BAC
      BAC
      0.12%
      1.82%
      $0.96
      TFC
      TFC
      0.1%
      4.13%
      $2.08
      USB
      USB
      0.1%
      3.35%
      $1.94
      UCG.MI
      UCG.MI
      0.09%
      3.49%
      $1.8
      MUFG
      MUFG
      0.09%
      2.2%
      $0.23
      INGA.NV
      INGA.NV
      0.09%
      3.55%
      $1.11
      BNS
      BNS
      0.09%
      3.73%
      $3.09
      PNC
      PNC
      0.08%
      2.92%
      $6.2
      TD
      TD
      0.07%
      2.72%
      $2.93
      WFC
      WFC
      0.07%
      2.15%
      $1.4
      SMFG
      SMFG
      0.07%
      1.92%
      $0.29
      RY
      RY
      0.06%
      2.36%
      $4.03
      DBK.DE
      DBK.DE
      0.06%
      3.09%
      $0.45
      GLE.PA
      GLE.PA
      0.06%
      2.12%
      $0.9
      GS
      GS
      0.05%
      1.64%
      $11
      MS
      MS
      0.05%
      1.87%
      $3.4
      JPM
      JPM
      0.05%
      1.71%
      $4.4
      MFG
      MFG
      0.05%
      1.36%
      $0.12
      BARC.L
      BARC.L
      0.05%
      1.75%
      $0.08
      SAN.MC
      SAN.MC
      0.05%
      1.55%
      $0.14
      HDB
      HDB
      0.02%
      1.5%
      $0.6

      Next Dividends

      Stock
      Type
      Date
      Pay Per Share

      Portfolio Holdings

      (As of July 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