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Please post this report in social networkStrategy began |
01/03/2017 |
| % Profitable trades | 62.95 |
| Maximum drawdown (MDD) | -25.24% |
| Drawdown period | January 2020 - December 2020 |
| Correlation to SP500 | 0.63 |
| Standard deviation | 21.52% |
| Beta | 0.87 |
| last month | 0.94% |
| 6 month | -5.51% |
| 12 month | -3.66% |
| 3 years | 98.41% |
| since inception | 269.08% |
| CAGR | 29.58% |
| Annualized median return | Sharp | Sortino | Calmar | Alpha |
| 25.08% | 1.17 | 2.75 | 0.99 | 12.11% |
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 |
|---|---|---|---|
 AMZN Amazon |
9.38% | -13.22% | 8.91% |
 FB |
6.38% | -37.45% | 4.37% |
 GOOG Alphabet |
6.24% | 7.45% | 7.34% |
 NTDOY Nintendo CO Ltd |
6.17% | -12.42% | 5.91% |
 NFLX Netflix, Inc. |
6.02% | -38.57% | 4.05% |
 SONY Sony Group Corp. |
4.76% | -9.79% | 4.70% |
 9618.HK JD.com Inc |
4.06% | -35.90% | 2.85% |
 0700.HK Tencent |
3.89% | -38.67% | 2.61% |
|
|
3.64% | 1.91% | 4.06% |
 MSFT Microsoft |
3.39% | 80.16% | 6.67% |
 GOOGL Alphabet Inc Class A |
3.26% | -5.46% | 3.37% |
 MELI MercadoLibre |
2.88% | -16.51% | 2.63% |
 SHOP Shopify Inc. |
2.88% | -53.59% | 1.46% |
 MC.PA LVMH Moet Hennessy Louis Vuitton SA |
2.51% | 51.77% | 4.16% |
 ASML.NV ASML Holding NV |
2.26% | -11.29% | 2.19% |
 TQQQ ProShares UltraPro QQQ |
2.18% | -36.92% | 1.51% |
 KER.PA Kering SA |
2.13% | -6.29% | 2.19% |
 EXO.MI Exor Investment Company |
1.88% | 2.81% | 2.12% |
 ADBE Adobe Systems Inc |
1.76% | -18.67% | 1.56% |
 NESN.ZU Nestle SA |
1.76% | 13.24% | 2.18% |
 SE Sea Ltd |
1.76% | -42.64% | 1.10% |
 RMS Hermes International |
1.63% | 4.34% | 1.86% |
 BRK.B Berkshire Hathaway Inc |
1.25% | -3.39% | 1.33% |
 COST Costco Wholesale Corp |
1.25% | 29.31% | 1.77% |
 WM Waste Management Inc |
1.25% | 53.51% | 2.11% |
 AMD Advanced Micro Devices Inc |
1.13% | 8.80% | 1.34% |
 BTC Bitcoin |
1.13% | -61.26% | 0.48% |
 ETHEREUM Ethereum |
1.05% | -36.57% | 0.73% |
|
|
1.00% | -2.65% | 1.07% |
 NVDA NVIDIA Corporation |
0.75% | 42.55% | 1.17% |
 ACN Accenture PLC |
0.75% | 30.30% | 1.07% |
 NXPI NXP Semiconductors |
0.75% | -1.75% | 0.81% |
 CDI.PA Christian Dior |
0.75% | 0.19% | 0.82% |
 PAH3.DE Porsche Automobil Holding SE |
0.75% | 35.29% | 1.11% |
 ADSK Autodesk, Inc. |
0.63% | 0.27% | 0.69% |
 BIDU Baidu, Inc. |
0.63% | -21.50% | 0.54% |
 CRM Salesforce.com Inc |
0.63% | -21.86% | 0.54% |
 SPGI S&P Global Inc |
0.63% | -5.58% | 0.65% |
 03690.HK Meituan Class B |
0.63% | -39.79% | 0.41% |
|
|
0.63% | -0.45% | 0.68% |
 VEEV Veeva Systems Inc A |
0.63% | -32.98% | 0.46% |
 ZS Zscaler Inc |
0.63% | -26.51% | 0.50% |
 CRWD Crowdstrike Holdings |
0.63% | 68.96% | 1.16% |
 NET Cloudflare |
0.63% | 130.90% | 1.58% |
 JD.US JD.com |
0.38% | 2.38% | 0.42% |
 XLK Technology Select Sector SPDR |
0.38% | -8.67% | 0.38% |
| Market | Invested | P/L(%) | Value |
|---|---|---|---|
|
AMZN Amazon |
9.38% | -13.22% | 8.91% |
|
FB |
6.38% | -37.45% | 4.37% |
|
GOOG Alphabet |
6.24% | 7.45% | 7.34% |
|
NTDOY Nintendo CO Ltd |
6.17% | -12.42% | 5.91% |
|
NFLX Netflix, Inc. |
6.02% | -38.57% | 4.05% |
|
SONY Sony Group Corp. |
4.76% | -9.79% | 4.70% |
|
9618.HK JD.com Inc |
4.06% | -35.90% | 2.85% |
|
0700.HK Tencent |
3.89% | -38.67% | 2.61% |
|
MSFT Microsoft |
3.39% | 80.16% | 6.67% |
|
GOOGL Alphabet Inc Class A |
3.26% | -5.46% | 3.37% |
|
MELI MercadoLibre |
2.88% | -16.51% | 2.63% |
|
SHOP Shopify Inc. |
2.88% | -53.59% | 1.46% |
|
MC.PA LVMH Moet Hennessy Louis Vuitton SA |
2.51% | 51.77% | 4.16% |
|
ASML.NV ASML Holding NV |
2.26% | -11.29% | 2.19% |
|
KER.PA Kering SA |
2.13% | -6.29% | 2.19% |
|
EXO.MI Exor Investment Company |
1.88% | 2.81% | 2.12% |
|
ADBE Adobe Systems Inc |
1.76% | -18.67% | 1.56% |
|
NESN.ZU Nestle SA |
1.76% | 13.24% | 2.18% |
|
SE Sea Ltd |
1.76% | -42.64% | 1.10% |
|
RMS Hermes International |
1.63% | 4.34% | 1.86% |
|
BRK.B Berkshire Hathaway Inc |
1.25% | -3.39% | 1.33% |
|
COST Costco Wholesale Corp |
1.25% | 29.31% | 1.77% |
|
WM Waste Management Inc |
1.25% | 53.51% | 2.11% |
|
AMD Advanced Micro Devices Inc |
1.13% | 8.80% | 1.34% |
|
NVDA NVIDIA Corporation |
0.75% | 42.55% | 1.17% |
|
ACN Accenture PLC |
0.75% | 30.30% | 1.07% |
|
NXPI NXP Semiconductors |
0.75% | -1.75% | 0.81% |
|
CDI.PA Christian Dior |
0.75% | 0.19% | 0.82% |
|
PAH3.DE Porsche Automobil Holding SE |
0.75% | 35.29% | 1.11% |
|
ADSK Autodesk, Inc. |
0.63% | 0.27% | 0.69% |
|
BIDU Baidu, Inc. |
0.63% | -21.50% | 0.54% |
|
CRM Salesforce.com Inc |
0.63% | -21.86% | 0.54% |
|
SPGI S&P Global Inc |
0.63% | -5.58% | 0.65% |
|
03690.HK Meituan Class B |
0.63% | -39.79% | 0.41% |
|
VEEV Veeva Systems Inc A |
0.63% | -32.98% | 0.46% |
|
ZS Zscaler Inc |
0.63% | -26.51% | 0.50% |
|
CRWD Crowdstrike Holdings |
0.63% | 68.96% | 1.16% |
|
NET Cloudflare |
0.63% | 130.90% | 1.58% |
|
JD.US JD.com |
0.38% | 2.38% | 0.42% |
| Market | Invested | P/L(%) | Value |
|---|---|---|---|
|
TQQQ ProShares UltraPro QQQ |
2.18% | -36.92% | 1.51% |
|
XLK Technology Select Sector SPDR |
0.38% | -8.67% | 0.38% |
| Market | Invested | P/L(%) | Value |
|---|---|---|---|
|
BTC Bitcoin |
1.13% | -61.26% | 0.48% |
|
ETHEREUM Ethereum |
1.05% | -36.57% | 0.73% |
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.
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%.
𝙈𝙮 𝙨𝙩𝙧𝙖𝙩𝙚𝙜𝙮: - diversified portfolio with medium to long-term investment horizon - goal to beat the S&P500 index consistently - each investment decision is researched and verified before it is executed
𝙏𝙧𝙖𝙙𝙞𝙣𝙜: - I am actively trading for 20+ years and hold several personal investment portfolios in addition to eToro - eToro portfolio designed for above-average returns at an acceptable risk - I am mindful of copiers and provide regular updates on my trading - I continuously assess my portfolio against current trends and adjust as needed
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.
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.
Richard invests mainly in stocks and looks for companies that are either undervalued or have good growth potential, as well as those that have unique or adaptable business models.
As a value investor, he makes sure that all positions are researched carefully and although his aim is to hold for as long as possible, he will always follow economic news and markets closely to check any investment is still sound.
