Gserdan avatar
Gserdan
🇬🇧 Value Stock Investor.
1,688 copiers.
NOVEMBER
+5.26%
YEAR TO DATE
+16.05%
1 YEAR
+20.08%
5 YEARS
+125.52%
ANNUALIZED RETURN
+16.88%
TRACK RECORD
7.9 years

About Gserdan

➡️ Portfolio Investment Strategy:
▪️ The portfolio has been built by carefully selecting companies from a range of industries which show potential to grow.
▪️ Investments are made with additional consideration of the environmental impact of each company.
▪️ I always have uninvested cash to use whenever an opportunity arises, especially during market correction/crash.

➡️ Bio:
▪️ Bachelor of Sciences Management and Accounting with Finance.
▪️ Officially accredited by the Chartered Institute for Investment & Securities
▪️ Interests: Economics, Finance, Technology, Retail Industries

➡️Copy Recommendation:
▪️ Minimum Amount Required to copy: $50
▪️ Minimum Copy Period Recommended: 1 year
▪️ Account Value: $100,000+


▪️ Contact: gserdan.etoro@gmail.com

    Popular Investor Stats

    Level

    Elite

    Copiers

    1,688

    Assets Under Copy

    $2M-$5M

    Risk Score

    4

    Trades

    Most Traded

    Block Inc.

    Win Rate

    Trade Stats

    Average Profit: +0.81%

    Average Duration: 2224 days

    Long Positions: 100%

    Average Leverage: 1x

    Trades during November 2024

    InstrumentProfitDurationClosedOpen RateClose RateSince Closed
    SQ
    BUY SQ
    		+0.26%6 years1 month ago$83.79$84.01+5.4%
    SQ
    BUY SQ
    		+1.35%6 years1 month ago$76.98$78.02+13.5%

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -35.97%
      		Nov 2021Nov 202324
      -31.75%
      		Feb 2017Nov 20179
      -21.54%
      		Sep 2018Oct 201913
      -13.11%
      		Feb 2018Apr 20182
      -9.27%
      		Jan 2020Mar 20202
      -7.64%
      		Aug 2020Oct 20202
      -5.48%
      		Aug 2021Sep 20211
      -4.84%
      		Feb 2024May 20243
      -2.84%
      		Jun 2024Aug 20242
      -2.22%
      		Dec 2020Feb 20212
      -0.27%
      		Sep 2024Oct 20241

      Performance Metrics

      Score 6/10

      Beta

      1.04
      1.04
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      0.61
      0.61
      0
      0.5
      1
      1.5
      1.5

      Sortino Ratio

      0.92
      0.92
      0
      1
      2
      3
      3

      Jensen's Alpha

      3.71
      3.71
      -2
      0
      2
      4.5
      4.5

      Omega Ratio

      1.23
      1.23
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      1.26
      1.26
      0
      0.75
      1.25
      2
      2

      Information Ratio

      0.21
      0.21
      0
      0.3
      0.6
      1
      1

      Calmar Ratio

      0.4
      0.4
      0
      0.3
      0.6
      1
      1

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 🖥️ Technology Services
        32.38%
      • 💻 Electronic Technology
        18.84%
      • 🛍️ Retail Trade
        13.52%
      • 🍞 Consumer Non Durables
        12.45%
      • 📊 ETFs
        7.98%
      • 💇‍♀️ Consumer Services
        7.25%
      • 💰 Finance
        6.71%
      • 💵 Cash
        0.9%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇺🇸 Nasdaq
        54.59%
      • 🇺🇸 NYSE
        25.64%
      • 🇫🇷 Euronext Paris
        18.5%
      • 🇭🇰 Hong Kong Exchanges
        0.4%

      Countries Breakdown

      • Country
      • Total
      • 🇺🇸 United States
        61.84%
      • 🇫🇷 France
        18.5%
      • 🇨🇦 Canada
        7.17%
      • 🇹🇼 Taiwan
        3.25%
      • 🇨🇳 China
        0.4%

      Dividends

      Dividend Yield

      0.66%

      15 out of 21 instruments pay dividend.

      4 dividend payments in the next 30 days.

      Highest Dividend: $KER.PA (4.88%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      BLK
      BLK
      0.13%
      1.93%
      $20.2
      MC.PA
      MC.PA
      0.11%
      2.06%
      $13
      AIR.PA
      AIR.PA
      0.07%
      1.17%
      $1.8
      KER.PA
      KER.PA
      0.07%
      4.88%
      $14
      RMS.PA
      RMS.PA
      0.06%
      1.09%
      $25
      DIS
      DIS
      0.06%
      0.84%
      $0.75
      MSFT
      MSFT
      0.04%
      0.72%
      $3
      TSM
      TSM
      0.03%
      0.95%
      $1.74
      AAPL
      AAPL
      0.02%
      0.38%
      $0.97
      META
      META
      0.02%
      0.33%
      $1
      BLV
      BLV
      0.02%
      1.6%
      -
      GOOGL
      GOOGL
      0.02%
      0.31%
      $0.2
      0700.HK
      0700.HK
      0%
      0.81%
      $3.4
      NVDA
      NVDA
      0%
      0.02%
      $0.02
      CRM
      CRM
      0%
      0.35%
      $0.4

      Next Dividends

      Instrument
      Type
      Date
      Pay Per Share
      META
      META
      Pay Day
      Dec 27
      $0.50
      NVDA
      NVDA
      Pay Day
      Dec 27
      $0.01
      CRM
      CRM
      Pay Day
      Jan 9
      $0.40
      KER.PA
      KER.PA
      Ex-Dividend
      Jan 14
      $2.10
      KER.PA
      KER.PA
      Pay Day
      Jan 16
      $2.10
      MSFT
      MSFT
      Ex-Dividend
      Feb 20
      $0.83
      MSFT
      MSFT
      Pay Day
      Mar 13
      $0.83
      TSM
      TSM
      Ex-Dividend
      Mar 18
      $0.69
      TSM
      TSM
      Pay Day
      Apr 10
      $0.69
      DIS
      DIS
      Ex-Dividend
      Jun 24
      $0.50
      DIS
      DIS
      Pay Day
      Jul 23
      $0.50

      Portfolio Holdings

      (As of November 30, 2024)

      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