ChiehYeh's Factsheet • July 31, 2026
JULY
-11.33%
YEAR TO DATE
+4.56%
1 YEAR
+0.82%
ALL TIME
+122.3%
ANNUALIZED RETURN
+31.51%
TRACK RECORD
2.9 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
15
Assets Under Copy
<$50K
Risk Score
5
Level
Cadet
Copiers
15
Assets Under Copy
<$50K
Risk Score
5
Trades
Most Traded
Win Rate
Trade Stats
Average Profit: -33.77%
Average Duration: 188 days
Long Positions: 100%
Average Leverage: 1x
Trades during July 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY AVGO | +0.51% | 1 month | 1 month ago | $398.58 | $400.62 | +3.89% |
BUY FUTU | -49.71% | 9 months | 1 month ago | $191 | $96.05 | +13.48% |
BUY FUTU | -44.1% | 8 months | 1 month ago | $171.82 | $96.05 | +13.48% |
BUY FUTU | -41.79% | 5 months | 1 month ago | $165 | $96.05 | +13.48% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.09% | Oct 2025 | May 2026 | 7 |
-11.33% | Jul 2026 | - | 1 |
-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 7.7/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.24
1.24
0
0.5
1
2
2
Sortino Ratio
2.22
2.22
0
1
2
3
3
Jensen's Alpha
10.48
10.48
-2
0
2
11
11
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
2.16
2.16
0
0.3
0.6
3
3
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.24
1.24
0
0.5
1
2
2
Sortino Ratio
2.22
2.22
0
1
2
3
3
Jensen's Alpha
10.48
10.48
-2
0
2
11
11
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
2.16
2.16
0
0.3
0.6
3
3
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology32.15%
- 🛠️ Producer Manufacturing30.09%
- 📊 ETFs17.63%
- 🧩 Miscellaneous9.67%
- 🖥️ Technology Services6.43%
- 🪙 Cryptocurrencies3.27%
- 💵 Cash0.96%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.13%
- 🇺🇸 NYSE41.84%
- 🌍 Digital Currency3.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.34%
Dividends
Dividend Yield
0.22%
9 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CAT (0.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
AVGO | 0.05% | 0.68% | $19.7 |
 APH | 0.04% | 0.57% | $0.44 |
 LRCX | 0.04% | 0.33% | $8 |
 CAT | 0.03% | 0.76% | $5.31 |
 GEV | 0.02% | 0.18% | - |
 GOOG | 0.02% | 0.25% | $0.2 |
 AMAT | 0.01% | 0.41% | $1.44 |
 KLAC | 0.01% | 0.44% | $5.65 |
 MU | 0.01% | 0.06% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
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