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Please post this report in social networkStrategy began |
01/09/2017 |
| % Profitable trades | 63.5 |
| Maximum drawdown (MDD) | -22.91% |
| Drawdown period | January 2018 - December 2018 |
| Correlation to SP500 | 0.87 |
| Standard deviation | 16.27% |
| Beta | 0.86 |
| last month | 0.39% |
| 6 month | 2.03% |
| 12 month | 13.5% |
| 3 years | 117.09% |
| since inception | 101.07% |
| CAGR | 17.85% |
| Annualized median return | Sharp | Sortino | Calmar | Alpha |
| 24.30% | 1.49 | 2.91 | 1.06 | 9.07% |
Please look at the calculation details and description by the link. Not investment advice.
You should consider whether you can afford to take the high risk of losing your money. Past performance is not an indication of future results.
AUM: $100K-$300K
| Market | Invested | P/L(%) | Value |
|---|---|---|---|
 GOOG Alphabet |
2.19% | -9.04% | 2.14% |
 MSFT Microsoft |
2.19% | -7.29% | 2.18% |
 AMZN Amazon |
2.19% | -20.30% | 1.87% |
 LIT Global X Lithium & Battery Tech ETF |
2.08% | -14.22% | 1.91% |
 TTE.PA TotalEnergies SE |
1.97% | -0.18% | 2.11% |
 KER.PA Kering SA |
1.97% | -6.30% | 1.98% |
 NEM Newmont Mining Corp |
1.97% | 1.84% | 2.15% |
 FEZ SPDR EURO STOXX 50 ETF |
1.97% | -1.95% | 2.07% |
 TSLA Tesla Motors, Inc. |
1.75% | -8.79% | 1.71% |
 NVDA NVIDIA Corporation |
1.75% | -18.65% | 1.53% |
 POLY.L Polymetal International PLC |
1.75% | -3.03% | 1.82% |
 XLE Energy Select Sector SPDR |
1.75% | 6.15% | 1.99% |
 ISF.L iShares Core FTSE 100 UCITS ETF (Dist) |
1.75% | 1.10% | 1.90% |
 PAH3.DE Porsche Automobil Holding SE |
1.75% | -3.63% | 1.81% |
 FB |
1.53% | -12.50% | 1.44% |
 PFE Pfizer |
1.53% | -3.09% | 1.59% |
 STM.MI STMicroelectronics Company |
1.53% | -9.06% | 1.49% |
 NESN.ZU Nestle SA |
1.53% | -0.51% | 1.64% |
 UBSG.ZU UBS Group AG |
1.53% | -0.65% | 1.63% |
 COF Capital One Financial Corp |
1.53% | -6.44% | 1.54% |
 NVS Novartis ADR |
1.53% | -3.12% | 1.59% |
 RBLX Roblox Corp. |
1.53% | -26.32% | 1.21% |
 BRK.B Berkshire Hathaway Inc |
1.31% | -1.28% | 1.39% |
 MU Micron Technology, Inc. |
1.31% | -11.03% | 1.25% |
 IFX.DE Infineon Technologies AG |
1.31% | -11.93% | 1.24% |
 AIR.PA AIRBUS GROUP |
1.31% | 2.51% | 1.44% |
 CSGN.ZU Credit Suisse Group AG |
1.31% | -7.70% | 1.30% |
 CFR.ZU Compagnie Financiere Richemont SA |
1.31% | -3.71% | 1.36% |
 HOLN.ZU Holcim Ltd |
1.31% | -0.71% | 1.40% |
 ABBV AbbVie Inc |
1.31% | -2.56% | 1.37% |
 QCOM Qualcomm Inc |
1.31% | -10.69% | 1.26% |
 BOSS.DE HUGO BOSS |
1.31% | -2.33% | 1.38% |
 VST Vistra Energy Corp |
1.31% | -0.36% | 1.40% |
 XBI SPDR S&P Biotech ETF |
1.31% | -19.95% | 1.13% |
 ASML.NV ASML Holding NV |
1.31% | -12.97% | 1.23% |
 LONN.ZU Lonza Group Ltd |
1.31% | -10.06% | 1.27% |
 SIKA.ZU Sika Ltd |
1.31% | -8.52% | 1.29% |
 JNJ Johnson & Johnson |
1.09% | -3.85% | 1.13% |
 SAP.DE SAP SE |
1.09% | -5.13% | 1.11% |
 RWE.DE RWE AG |
1.09% | 2.29% | 1.20% |
 BNP.PA BNP Paribas SA |
1.09% | -5.88% | 1.11% |
 TMO Thermo Fisher Scientific Inc |
1.09% | -7.18% | 1.09% |
 EXPE Expedia Inc Del |
1.09% | -4.30% | 1.12% |
 NTDOY Nintendo CO Ltd |
1.09% | -0.79% | 1.16% |
 EWJ Ishares MSCI JAPAN ETF |
1.09% | -6.68% | 1.10% |
 ZTS Zoetis |
1.09% | -3.79% | 1.13% |
 INDA iShares MSCI India ETF |
1.09% | -3.84% | 1.13% |
 SNOW Snowflake Inc. |
1.09% | -12.62% | 1.03% |
 BNB Binance Coin |
0.98% | -41.41% | 0.62% |
 ATVI Activision Blizzard, Inc. |
0.88% | 35.07% | 1.27% |
 CABK.MC Caixabank |
0.88% | -0.77% | 0.93% |
 ROG.ZU Roche Holding Ltd |
0.88% | -2.39% | 0.92% |
 ABBN.ZU ABB LTD |
0.88% | -5.22% | 0.89% |
 AMD Advanced Micro Devices Inc |
0.88% | -18.90% | 0.76% |
 FISV Fiserv Inc |
0.88% | -4.30% | 0.90% |
 TW.L Taylor Wimpey |
0.88% | -5.19% | 0.89% |
 SMSN.L Samsung Electronics Co Ltd |
0.88% | -9.03% | 0.85% |
 NOVO-B.CO Novo Nordisk B A/S |
0.88% | -16.45% | 0.78% |
 3323.HK China National Building Material |
0.88% | -1.21% | 0.93% |
 669.HK Techtronic Industries Co Ltd |
0.88% | -2.33% | 0.92% |
 VRTX Vertex Pharmaceuticals Incorporated |
0.88% | 3.90% | 0.98% |
 ACX.MC Acerinox SA |
0.88% | -5.57% | 0.89% |
 LOGN.ZU Logitech International SA |
0.88% | -15.38% | 0.79% |
 COIN Coinbase Global Inc |
0.88% | -13.62% | 0.81% |
 PLUG Plug Power Inc |
0.88% | -25.80% | 0.70% |
 NOVA Sunnova Energy International Inc |
0.88% | -10.67% | 0.84% |
 ETHEREUM Ethereum |
0.88% | -36.75% | 0.59% |
 STLA.MI Stellantis NV |
0.66% | -7.62% | 0.65% |
 ZURN.ZU Zurich Insurance Group Ltd |
0.66% | -2.88% | 0.68% |
 AAPL Apple |
0.44% | -7.71% | 0.43% |
 PYPL PayPal Holdings |
0.44% | -20.10% | 0.38% |
 FCX Freeport-McMoRan Inc |
0.44% | -8.46% | 0.43% |
 2318.HK Ping An Insurance |
0.44% | -0.61% | 0.47% |
 02269.HK Wuxi Biologics Cayman Inc |
0.44% | -5.00% | 0.45% |
 CRWD Crowdstrike Holdings |
0.44% | -16.94% | 0.39% |
 MRNA Moderna Inc |
0.44% | -37.53% | 0.29% |
 BTC Bitcoin |
0.44% | -44.79% | 0.26% |
| Market | Invested | P/L(%) | Value |
|---|---|---|---|
|
GOOG Alphabet |
2.19% | -9.04% | 2.14% |
|
MSFT Microsoft |
2.19% | -7.29% | 2.18% |
|
AMZN Amazon |
2.19% | -20.30% | 1.87% |
|
TTE.PA TotalEnergies SE |
1.97% | -0.18% | 2.11% |
|
KER.PA Kering SA |
1.97% | -6.30% | 1.98% |
|
NEM Newmont Mining Corp |
1.97% | 1.84% | 2.15% |
|
TSLA Tesla Motors, Inc. |
1.75% | -8.79% | 1.71% |
|
NVDA NVIDIA Corporation |
1.75% | -18.65% | 1.53% |
|
POLY.L Polymetal International PLC |
1.75% | -3.03% | 1.82% |
|
PAH3.DE Porsche Automobil Holding SE |
1.75% | -3.63% | 1.81% |
|
FB |
1.53% | -12.50% | 1.44% |
|
PFE Pfizer |
1.53% | -3.09% | 1.59% |
|
STM.MI STMicroelectronics Company |
1.53% | -9.06% | 1.49% |
|
NESN.ZU Nestle SA |
1.53% | -0.51% | 1.64% |
|
UBSG.ZU UBS Group AG |
1.53% | -0.65% | 1.63% |
|
COF Capital One Financial Corp |
1.53% | -6.44% | 1.54% |
|
NVS Novartis ADR |
1.53% | -3.12% | 1.59% |
|
RBLX Roblox Corp. |
1.53% | -26.32% | 1.21% |
|
BRK.B Berkshire Hathaway Inc |
1.31% | -1.28% | 1.39% |
|
MU Micron Technology, Inc. |
1.31% | -11.03% | 1.25% |
|
IFX.DE Infineon Technologies AG |
1.31% | -11.93% | 1.24% |
|
AIR.PA AIRBUS GROUP |
1.31% | 2.51% | 1.44% |
|
CSGN.ZU Credit Suisse Group AG |
1.31% | -7.70% | 1.30% |
|
CFR.ZU Compagnie Financiere Richemont SA |
1.31% | -3.71% | 1.36% |
|
HOLN.ZU Holcim Ltd |
1.31% | -0.71% | 1.40% |
|
ABBV AbbVie Inc |
1.31% | -2.56% | 1.37% |
|
QCOM Qualcomm Inc |
1.31% | -10.69% | 1.26% |
|
BOSS.DE HUGO BOSS |
1.31% | -2.33% | 1.38% |
|
VST Vistra Energy Corp |
1.31% | -0.36% | 1.40% |
|
ASML.NV ASML Holding NV |
1.31% | -12.97% | 1.23% |
|
LONN.ZU Lonza Group Ltd |
1.31% | -10.06% | 1.27% |
|
SIKA.ZU Sika Ltd |
1.31% | -8.52% | 1.29% |
|
JNJ Johnson & Johnson |
1.09% | -3.85% | 1.13% |
|
SAP.DE SAP SE |
1.09% | -5.13% | 1.11% |
|
RWE.DE RWE AG |
1.09% | 2.29% | 1.20% |
|
BNP.PA BNP Paribas SA |
1.09% | -5.88% | 1.11% |
|
TMO Thermo Fisher Scientific Inc |
1.09% | -7.18% | 1.09% |
|
EXPE Expedia Inc Del |
1.09% | -4.30% | 1.12% |
|
NTDOY Nintendo CO Ltd |
1.09% | -0.79% | 1.16% |
|
ZTS Zoetis |
1.09% | -3.79% | 1.13% |
|
SNOW Snowflake Inc. |
1.09% | -12.62% | 1.03% |
|
ATVI Activision Blizzard, Inc. |
0.88% | 35.07% | 1.27% |
|
CABK.MC Caixabank |
0.88% | -0.77% | 0.93% |
|
ROG.ZU Roche Holding Ltd |
0.88% | -2.39% | 0.92% |
|
ABBN.ZU ABB LTD |
0.88% | -5.22% | 0.89% |
|
AMD Advanced Micro Devices Inc |
0.88% | -18.90% | 0.76% |
|
FISV Fiserv Inc |
0.88% | -4.30% | 0.90% |
|
TW.L Taylor Wimpey |
0.88% | -5.19% | 0.89% |
|
SMSN.L Samsung Electronics Co Ltd |
0.88% | -9.03% | 0.85% |
|
NOVO-B.CO Novo Nordisk B A/S |
0.88% | -16.45% | 0.78% |
|
3323.HK China National Building Material |
0.88% | -1.21% | 0.93% |
|
669.HK Techtronic Industries Co Ltd |
0.88% | -2.33% | 0.92% |
|
VRTX Vertex Pharmaceuticals Incorporated |
0.88% | 3.90% | 0.98% |
|
ACX.MC Acerinox SA |
0.88% | -5.57% | 0.89% |
|
LOGN.ZU Logitech International SA |
0.88% | -15.38% | 0.79% |
|
COIN Coinbase Global Inc |
0.88% | -13.62% | 0.81% |
|
PLUG Plug Power Inc |
0.88% | -25.80% | 0.70% |
|
NOVA Sunnova Energy International Inc |
0.88% | -10.67% | 0.84% |
|
STLA.MI Stellantis NV |
0.66% | -7.62% | 0.65% |
|
ZURN.ZU Zurich Insurance Group Ltd |
0.66% | -2.88% | 0.68% |
|
AAPL Apple |
0.44% | -7.71% | 0.43% |
|
PYPL PayPal Holdings |
0.44% | -20.10% | 0.38% |
|
FCX Freeport-McMoRan Inc |
0.44% | -8.46% | 0.43% |
|
2318.HK Ping An Insurance |
0.44% | -0.61% | 0.47% |
|
02269.HK Wuxi Biologics Cayman Inc |
0.44% | -5.00% | 0.45% |
|
CRWD Crowdstrike Holdings |
0.44% | -16.94% | 0.39% |
|
MRNA Moderna Inc |
0.44% | -37.53% | 0.29% |
| Market | Invested | P/L(%) | Value |
|---|---|---|---|
|
LIT Global X Lithium & Battery Tech ETF |
2.08% | -14.22% | 1.91% |
|
FEZ SPDR EURO STOXX 50 ETF |
1.97% | -1.95% | 2.07% |
|
XLE Energy Select Sector SPDR |
1.75% | 6.15% | 1.99% |
|
ISF.L iShares Core FTSE 100 UCITS ETF (Dist) |
1.75% | 1.10% | 1.90% |
|
XBI SPDR S&P Biotech ETF |
1.31% | -19.95% | 1.13% |
|
EWJ Ishares MSCI JAPAN ETF |
1.09% | -6.68% | 1.10% |
|
INDA iShares MSCI India ETF |
1.09% | -3.84% | 1.13% |
| Market | Invested | P/L(%) | Value |
|---|---|---|---|
|
BNB Binance Coin |
0.98% | -41.41% | 0.62% |
|
ETHEREUM Ethereum |
0.88% | -36.75% | 0.59% |
|
BTC Bitcoin |
0.44% | -44.79% | 0.26% |
Cristian trade mostly stocks, focusing on finding the best opportunities in tech and growth stocks. He worked in online marketing for 15 years, and got experience in spotting new opportunities within tech. His trading based on special algorithms.
Buy-and-hold simple understandable businesses with sustainable advantages. This portfolio emphasizes consistency and rationality.
Heloise investing strategy focuses mostly on US indices, tech, and pharma, promising future (5-10years) growth. Her trades are based on technical analysis using machine learning to understand patterns and trends in the markets. She prefers to keep a diverse portfolio to spread risk while achieving great returns.
Libor works in IT and have a strong belief in growth in that sector. He invests with low risk in general, with trades taking from a few days up to several months and try to avoid selling at a loss, even when that means prolonging the trade. He usually takes profit at about 10%.
This is my long-term equity investment portfolio.
The portfolio has been built by carefully selecting companies that I understand, and which show potential to grow with additional consideration of the impact each company has on the environment. I keep myself updated on a daily basis with news of each company and read each earnings release. Between 10% and 15% of the portfolio's capital is kept as cash to use whenever an opportunity becomes available.
I analyse markets, politics, tech, and society and conduct careful due dilligence investing in companies I evaluate are worth significantly more than their price. I manage the total portfolio risk through diversification and hedging. I generally avoid leverage, short positions, and high-fee instruments. I rely on a strong personal network, a small team, and the best data subscriptions that feed into my proprietary IT tool.