ChiehYeh's Factsheet • May 31, 2026
MAY
+6.25%
YEAR TO DATE
+13.32%
1 YEAR
+10.24%
ALL TIME
+140.92%
ANNUALIZED RETURN
+36.39%
TRACK RECORD
2.8 years
About ChiehYeh
我是謝富傑，20 年交易經驗，CFTA 期貨分析師，曾任元大期貨顧問部主管。著有《打造期權自動理財術》。經營 YT 「@tradesoeasy」分享程式交易與財經知識，致力於建立穩健可複製的策略。
配置邏輯：
-40% 戰略資產： 配置於黃金與比特幣，對抗全球風險。
-15% 持股上限： 單一動能股權重不超過 15%，嚴格分散風險。
-交易風格： 量化趨勢追隨，不頻繁交易，讓獲利奔跑。
Professional Bio & Strategy
I am Fu-Chieh (Jey) Hsieh, CFTA & former Head of Consulting at Yuanta Futures. Author of "Building Automated Financial Management." YT: @tradesoeasy (Algorithmic Trading & Finance education).
-40% Core: Strategic allocation in Gold & Bitcoin as a global hedge.
-15% Cap: Individual stocks capped at 15% for diversification.
-Style: Quantitative trend following; focus on long-term growth.
【Copy Instructions】
✔ 1 year+ ｜建議持有 1 年以上
✔ $1,000+ ｜建議資金 $1,000 以上
✔ No leverage / No short ｜無槓桿、不做空
配置邏輯：
-40% 戰略資產： 配置於黃金與比特幣，對抗全球風險。
-15% 持股上限： 單一動能股權重不超過 15%，嚴格分散風險。
-交易風格： 量化趨勢追隨，不頻繁交易，讓獲利奔跑。
Professional Bio & Strategy
I am Fu-Chieh (Jey) Hsieh, CFTA & former Head of Consulting at Yuanta Futures. Author of "Building Automated Financial Management." YT: @tradesoeasy (Algorithmic Trading & Finance education).
-40% Core: Strategic allocation in Gold & Bitcoin as a global hedge.
-15% Cap: Individual stocks capped at 15% for diversification.
-Style: Quantitative trend following; focus on long-term growth.
【Copy Instructions】
✔ 1 year+ ｜建議持有 1 年以上
✔ $1,000+ ｜建議資金 $1,000 以上
✔ No leverage / No short ｜無槓桿、不做空
Popular Investor Stats
Level
Cadet
Copiers
17
Assets Under Copy
<$50K
Risk Score
5
Level
Cadet
Copiers
17
Assets Under Copy
<$50K
Risk Score
5
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.09% | Oct 2025 | May 2026 | 7 |
-9.29% | Feb 2025 | Apr 2025 | 2 |
-6.8% | Apr 2024 | May 2024 | 1 |
-5.68% | Jul 2024 | Oct 2024 | 3 |
-0.88% | Jul 2025 | Aug 2025 | 1 |
-0.15% | Dec 2024 | Jan 2025 | 1 |
Performance Metrics
Score 8.2/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
1.46
1.46
0
0.5
1
2
2
Sortino Ratio
2.93
2.93
0
1
2
3
3
Jensen's Alpha
12.87
12.87
-2
0
2
13
13
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
2.47
2.47
0
0.3
0.6
3
3
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
1.46
1.46
0
0.5
1
2
2
Sortino Ratio
2.93
2.93
0
1
2
3
3
Jensen's Alpha
12.87
12.87
-2
0
2
13
13
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
2.47
2.47
0
0.3
0.6
3
3
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing33.14%
- 💻 Electronic Technology29.25%
- 📊 ETFs16.88%
- 🧩 Miscellaneous9.21%
- 🖥️ Technology Services5.86%
- 🪙 Cryptocurrencies3.1%
- 💰 Finance2.47%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.86%
- 🇺🇸 NYSE44.95%
- 🌍 Digital Currency3.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.46%
- 🇭🇰 Hong Kong2.47%
Dividends
Dividend Yield
0.29%
9 out of 13 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $FUTU (2.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FUTU | 0.07% | 2.65% | - |
 AVGO | 0.06% | 0.64% | $19.7 |
 CAT | 0.05% | 0.65% | $5.31 |
 APH | 0.04% | 0.58% | $0.44 |
 LRCX | 0.03% | 0.3% | $8 |
 GEV | 0.02% | 0.16% | - |
 GOOG | 0.01% | 0.24% | $0.2 |
 AMAT | 0.01% | 0.33% | $1.44 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GEV | Pay Day | Jul 14, 2026 | $0.50 |
APH | Pay Day | Jul 15, 2026 | $0.25 |
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