Sector ETFs, SectorETF
CopyPortfolio Methodology

Do you wish to invest in the US economy but you’re not sure in which sector? Why not invest in all of them… Meet SectorETF CopyPortfolio. A perfect solution for investors who believe that the USA will continue to dominate the financial markets.

CopyPortfolios™ is a portfolio management product by eToro

<p>The CopyPortfolio offers extensive exposure to a wide variety of sectors: Real estate, healthcare, finance, infrastructure, and more. The CopyPortfolio was created and managed by eToro’s investment committee, which periodically rebalances its allocation.</p> <p>As part of the CopyPortfolio's Investment methodology, it is subject to re-balancing events.This process may requires the closure some or all existing investments within the CopyPortfolio’s portfolio and the reinvestment of funds in new positions. Kindly note that no action is required on your behalf. This action will be performed on your portfolio. The new allocation and asset weight will be automatically adjusted in your portfolio.</p> ... Show More
Asset Allocation
Created with Highcharts 4.2.7 /Highstock 4.2.7
Assets
XLK 15.71%
XLF 14.13%
IYR 10.37%
XLI 10.22%
IBB 10.12%
Other 39.07%
Performance
Performance
This card shows the CopyPortfolio’s past performance in a way that is simple to understand.

The monthly returns calculate the user’s change in equity from the beginning of the month until the end of the month and offsets any deposits/withdrawals. The yearly figures are calculated by compounding the monthly returns throughout the year.

Note: Stats are updated on a daily basis at 00:00 GMT.

Please click here for the full details and the exact formulas used.

0.62%
March
2019
3.11%
February
2019
7.82%
January
2019
7.820.00-7.82
Total
DecDecember
NovNovember
OctOctober
SepSeptember
AugAugust
JulJuly
JunJune
MayMay
AprApril
MarMarch
FebFebruary
JanJanuary
Year
11.86
0.62
3.11
7.82
2019
-5.58
-9.20
2.86
-6.15
-0.20
3.09
3.89
0.95
1.91
-0.54
-1.53
-3.90
4.08
2018
17.08
0.19
3.11
1.32
1.10
0.88
1.15
0.51
1.11
1.00
-0.01
3.69
1.90
2017
5.96
1.40
2.99
-1.57
-0.61
-0.22
3.67
-0.25
1.65
-1.15
3.92
1.87
-5.51
2016
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Past performance is not indicative of future results. *Back-tested results
Risk
The Risk Score formula includes the total allocation of the user’s portfolio, the leverage they are using, the overall volatility of the Markets they trade and the correlation between them. The risk score is calculated using a special formula we’ve developed right here in eToro. The score is calculated for each user from 1 to 10, where 1 is the lowest possible risk and 10 is the highest possible risk. Please visit this blog post explaining how the Risk Score is calculated.
Last 7d Risk Score - Shows the average risk score for the last 7 days.
Monthly Avg. Risk Score - Shows the average monthly risk score for each of the last 12 months.
Monthly Max Risk Score - Shows the maximum risk score for each of the last 12 months.
Max Drawdown - Shows the maximum amount that the user has lost from their overall portfolio during a given period in the last year.

To learn more click here
Average Risk Score of the Last 7 Days
April 2018
Avg. Risk
Max Risk
May 2018
Avg. Risk
Max Risk
June 2018
Avg. Risk
Max Risk
July 2018
Avg. Risk
Max Risk
August 2018
Avg. Risk
Max Risk
September 2018
Avg. Risk
Max Risk
October 2018
Avg. Risk
Max Risk
November 2018
Avg. Risk
Max Risk
December 2018
Avg. Risk
Max Risk
January 2019
Avg. Risk
Max Risk
February 2019
Avg. Risk
Max Risk
March 2019
Avg. Risk
Max Risk
Avg. Monthly Risk Score (1Y)
Max Drawdown
-2.82% Daily
-7.34% Weekly
-17.50% Yearly
Investors
Investors - Shows the current amount of users investing in this CopyPortfolio.
Investors Chart - Shows the number of investors at each point during the past year.
Investors Trend - Shows the change in investors over the last 7 days.
Assets Under Management - Shows the total amount of money from eToro clients that is currently being used to invest in this fund.

To learn more click here
Investors
7
+1 (16.67%)Investors Last 7d
AUM Range
<$50K
Assets Under Management
Allocation/Exposure
This card shows the CopyPortfolio's asset distribution over time. each period shown is the interval between rebalancing events, and you can see the asset distribution in two ways:

Allocation - Shows the top dominant investments (markets or people) that the fund had during the period. The rest of the CopyPortfolio's investment is aggregated under "Other"

Net Exposure - Shows the top dominant markets that the CopyPortfolio is exposed to relative to its total equity. The rest of the market exposure is aggregated under "Other"
Allocation/Exposure (01/01/2019-01/04/2019)
Created with Highcharts 4.2.7 /Highstock 4.2.77. Jan14. Jan21. Jan28. Jan4. Feb11. Feb18. Feb25. Feb4. Mar11. Mar18. Mar25. Mar0255075100125
11.53%
11.44%
11.13%
17.90%
11.64%
10.77%
11.82%
11.17%
16.10%

IBB

11.53%

XLY

11.44%

XLP

11.13%

XLK

17.9%

XLI

11.64%

XLV

10.77%

IYR

11.82%

XLU

11.17%

XLF

16.1%