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Please post this report in social networkStrategy began |
01/12/2016 |
| % Profitable trades | 62.42 |
| Maximum drawdown (MDD) | -14.99% |
| Drawdown period | January 2020 - March 2020 |
| Correlation to SP500 | 0.57 |
| Standard deviation | 24.98% |
| Beta | 0.93 |
| last month | -1.23% |
| 6 month | 0.97% |
| 12 month | 7.34% |
| 3 years | 232.42% |
| since inception | 554.65% |
| CAGR | 45.58% |
| Annualized median return | Sharp | Sortino | Calmar | Alpha |
| 24.84% | 0.99 | 3.24 | 1.66 | 8.2% |
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: $2M-$5M
| Market | Invested | P/L(%) | Value |
|---|---|---|---|
 PLTR Palantir Technologies Inc. |
4.91% | -32.95% | 3.59% |
 9988.HK Alibaba Group Holding Ltd (Hong Kong) |
4.87% | -45.52% | 2.89% |
 SOXX iShares PHLX Semiconductor ETF |
4.78% | -8.79% | 4.75% |
 AMZN Amazon |
4.46% | -9.09% | 4.41% |
 AAPL Apple |
4.38% | 31.30% | 6.26% |
 1810.HK Xiaomi Corp |
4.02% | -30.97% | 3.02% |
 0700.HK Tencent |
4.01% | -25.84% | 3.24% |
 JDW.L J D Wetherspoon PLC |
4.01% | -35.34% | 2.82% |
 ASML.NV ASML Holding NV |
4.01% | 15.13% | 5.03% |
 TSLA Tesla Motors, Inc. |
3.98% | 40.11% | 6.07% |
 DHI D.R. Horton Inc |
3.98% | -3.24% | 4.19% |
 ETSY Etsy Inc |
3.75% | -24.57% | 3.08% |
 AMS.ZU Ams AG |
3.58% | -22.50% | 3.02% |
 PANW Palo Alto Networks |
3.56% | 42.18% | 5.51% |
 SHOP Shopify Inc. |
3.44% | -17.88% | 3.08% |
 1299.HK AIA Group Ltd |
3.01% | -5.72% | 3.09% |
 9618.HK JD.com Inc |
3.01% | -10.27% | 2.94% |
 HCA HCA Holdings Inc |
3.00% | 26.03% | 4.12% |
 AHT.L Ashtead Group |
3.00% | 11.80% | 3.66% |
 SOFI SoFi Technologies Inc |
3.00% | -40.98% | 1.93% |
 BRK.B Berkshire Hathaway Inc |
2.98% | 18.29% | 3.84% |
 NEE NextEra Energy Inc |
2.98% | 8.73% | 3.53% |
 MAIN Main Street Capital Corp. |
2.98% | 7.29% | 3.49% |
 SE Sea Ltd |
2.98% | -34.67% | 2.12% |
 SSSS SuRo Capital Corp |
2.98% | -14.51% | 2.78% |
 ARKG ARK Genomic Revolution ETF |
2.98% | -48.43% | 1.68% |
| Market | Invested | P/L(%) | Value |
|---|---|---|---|
|
PLTR Palantir Technologies Inc. |
4.91% | -32.95% | 3.59% |
|
9988.HK Alibaba Group Holding Ltd (Hong Kong) |
4.87% | -45.52% | 2.89% |
|
AMZN Amazon |
4.46% | -9.09% | 4.41% |
|
AAPL Apple |
4.38% | 31.30% | 6.26% |
|
1810.HK Xiaomi Corp |
4.02% | -30.97% | 3.02% |
|
0700.HK Tencent |
4.01% | -25.84% | 3.24% |
|
JDW.L J D Wetherspoon PLC |
4.01% | -35.34% | 2.82% |
|
ASML.NV ASML Holding NV |
4.01% | 15.13% | 5.03% |
|
TSLA Tesla Motors, Inc. |
3.98% | 40.11% | 6.07% |
|
DHI D.R. Horton Inc |
3.98% | -3.24% | 4.19% |
|
ETSY Etsy Inc |
3.75% | -24.57% | 3.08% |
|
AMS.ZU Ams AG |
3.58% | -22.50% | 3.02% |
|
PANW Palo Alto Networks |
3.56% | 42.18% | 5.51% |
|
SHOP Shopify Inc. |
3.44% | -17.88% | 3.08% |
|
1299.HK AIA Group Ltd |
3.01% | -5.72% | 3.09% |
|
9618.HK JD.com Inc |
3.01% | -10.27% | 2.94% |
|
HCA HCA Holdings Inc |
3.00% | 26.03% | 4.12% |
|
AHT.L Ashtead Group |
3.00% | 11.80% | 3.66% |
|
SOFI SoFi Technologies Inc |
3.00% | -40.98% | 1.93% |
|
BRK.B Berkshire Hathaway Inc |
2.98% | 18.29% | 3.84% |
|
NEE NextEra Energy Inc |
2.98% | 8.73% | 3.53% |
|
MAIN Main Street Capital Corp. |
2.98% | 7.29% | 3.49% |
|
SE Sea Ltd |
2.98% | -34.67% | 2.12% |
|
SSSS SuRo Capital Corp |
2.98% | -14.51% | 2.78% |
| Market | Invested | P/L(%) | Value |
|---|---|---|---|
|
SOXX iShares PHLX Semiconductor ETF |
4.78% | -8.79% | 4.75% |
|
ARKG ARK Genomic Revolution ETF |
2.98% | -48.43% | 1.68% |
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%.
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
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.