DECEMBER
+3.36%
2024
+29.18%
2 YEARS
+107.83%
5 YEARS
+188.21%
ANNUALIZED RETURN
+23.25%
TRACK RECORD
8.1 years
About Four-Horsemen
As we move from an analog world into a digital one, tech companies are at the forefront of this revolution.
Despite the gains these companies have experienced in the past, their momentum is expected to continue, offering investors the opportunity to ride the coattails of these Titans of Technology.
Four-Horsemen Smart Portfolio allocates in stocks of the world's four largest tech companies that are leading the way in terms of innovation and growth.
The minimum investment amount for this portfolio is $500.
Despite the gains these companies have experienced in the past, their momentum is expected to continue, offering investors the opportunity to ride the coattails of these Titans of Technology.
Four-Horsemen Smart Portfolio allocates in stocks of the world's four largest tech companies that are leading the way in terms of innovation and growth.
The minimum investment amount for this portfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
2,500
Assets Under Copy
$5M+
Risk Score
5
Type
Smart Portfolio
Copiers
2,500
Assets Under Copy
$5M+
Risk Score
5
Trades
Most Traded
Win Rate
Trade Stats
Average Profit: +23.64%
Average Duration: 242 days
Long Positions: 100%
Average Leverage: 1x
Trades during December 2024
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY NVDA | +11.82% | 6 months | 19 days ago | $123.4787 | $138.0705 | -0.12% |
BUY AAPL | +38.13% | 11 months | 19 days ago | $186.8092 | $258.03 | -4.02% |
BUY AAPL | +20.98% | 6 months | 19 days ago | $213.2791 | $258.02 | -4.02% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.61% | Jan 2022 | Nov 2023 | 22 |
-24.73% | Sep 2018 | Oct 2019 | 13 |
-11.77% | Feb 2020 | Apr 2020 | 2 |
-10.88% | Sep 2020 | Dec 2020 | 3 |
-6.91% | Sep 2021 | Oct 2021 | 1 |
-6.54% | Mar 2018 | May 2018 | 2 |
-3.58% | Jun 2017 | Jul 2017 | 1 |
-2.91% | May 2021 | Jun 2021 | 1 |
-2.9% | Jul 2024 | Oct 2024 | 3 |
-1.63% | Sep 2017 | Oct 2017 | 1 |
-0.8% | Apr 2024 | May 2024 | 1 |
-0.28% | Feb 2017 | Mar 2017 | 1 |
-0.04% | Dec 2017 | Jan 2018 | 1 |
Performance Metrics
Score 7.6/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
9.51
9.51
-2
0
2
10
10
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
9.51
9.51
-2
0
2
10
10
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology49.68%
- 🖥️ Technology Services49.29%
- 💵 Cash1.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq98.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States98.97%
Dividends
Dividend Yield
0.38%
4 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.19% | 0.76% | $3 |
 AAPL | 0.11% | 0.42% | $0.97 |
 GOOGL | 0.08% | 0.32% | $0.2 |
 NVDA | 0.01% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT | Pay Day | Mar 13 | $0.83 |
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