Gserdan's Factsheet • August 31, 2026
AUGUST
+3.03%
YEAR TO DATE
-0.32%
1 YEAR
+2.26%
5 YEARS
+50.34%
ANNUALIZED RETURN
+15.16%
TRACK RECORD
9.7 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+
▪️ 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+
Popular Investor Stats
Level
Elite
Copiers
1,160
Assets Under Copy
$2M-$5M
Risk Score
4
Level
Elite
Copiers
1,160
Assets Under Copy
$2M-$5M
Risk Score
4
Trades
Most Traded
+2Win Rate
Trade Stats
Average Profit: +33.33%
Average Duration: 521 days
Long Positions: 100%
Average Leverage: 1x
Trades during August 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY BLK | +13.01% | 1 year | 26 days ago | $1018.84 | $1151.35 | -2.52% |
BUY MSFT | +19.79% | 1 year | 26 days ago | $426.2509 | $510.61 | -2.14% |
BUY GOOG | +93.87% | 1 year | 26 days ago | $172.47 | $334.36 | +0.28% |
BUY AAPL | +31.41% | 1 year | 26 days ago | $238.5275 | $313.46 | +2.08% |
 BUY BTC | -33.06% | 1 year | 26 days ago | $117446 | $78616.26 | +1.42% |
BUY ACWI | +2.47% | 1 month | 1 month ago | $156.9191 | $160.79 | +0.68% |
BUY ACWI | -0.3% | 5 days | 1 month ago | $161.21 | $160.73 | +0.72% |
BUY ACWI | +5.1% | 2 months | 1 month ago | $152.9824 | $160.7774 | +0.69% |
BUY SPY | +26.93% | 1 year | 1 month ago | $604.1649 | $766.89 | +0.43% |
BUY SPY | +10.56% | 6 months | 1 month ago | $693.6491 | $766.89 | +0.43% |
BUY SPY | +36.9% | 1 year | 1 month ago | $560.1892 | $766.89 | +0.43% |
BUY MSFT | +14.05% | 1 year | 1 month ago | $426.2509 | $486.1219 | +2.79% |
 BUY TSM | +114.84% | 1 year | 1 month ago | $192.1 | $412.71 | +3.93% |
BUY AMZN | +24.19% | 1 year | 1 month ago | $211.448 | $262.6023 | -1.56% |
BUY AIR.PA | +51.91% | 1 year | 1 month ago | $149.92 | $204.64 | -2.78% |
BUY AMZN | +24.22% | 1 year | 1 month ago | $211.448 | $262.6524 | -1.58% |
BUY GOOG | +99.6% | 1 year | 1 month ago | $172.47 | $344.2527 | -2.6% |
BUY BLK | +12.87% | 1 year | 1 month ago | $1018.84 | $1150.01 | -2.41% |
BUY MSFT | +12.39% | 1 year | 1 month ago | $426.2509 | $479.0738 | +4.31% |
BUY AMZN | +22.81% | 1 year | 1 month ago | $211.448 | $259.69 | -0.45% |
BUY AAPL | +29.93% | 1 year | 1 month ago | $238.5275 | $309.91 | +3.25% |
BUY AIR.PA | +56.04% | 1 year | 1 month ago | $149.92 | $211.4 | -5.88% |
BUY GOOG | +97.14% | 1 year | 1 month ago | $172.47 | $340.0083 | -1.38% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.97% | Dec 2021 | Dec 2023 | 24 |
-31.75% | Mar 2017 | Dec 2017 | 9 |
-21.54% | Oct 2018 | Nov 2019 | 13 |
-13.59% | Feb 2025 | Aug 2025 | 6 |
-13.25% | Nov 2025 | - | 10 |
-13.11% | Mar 2018 | May 2018 | 2 |
-9.27% | Feb 2020 | Apr 2020 | 2 |
-7.64% | Sep 2020 | Nov 2020 | 2 |
-5.48% | Sep 2021 | Oct 2021 | 1 |
-4.84% | Mar 2024 | Jun 2024 | 3 |
-2.84% | Jul 2024 | Sep 2024 | 2 |
-2.22% | Jan 2021 | Mar 2021 | 2 |
-0.27% | Oct 2024 | Nov 2024 | 1 |
Performance Metrics
Score 5.6/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
1.71
1.71
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
1.71
1.71
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous54.84%
- 🖥️ Technology Services16.85%
- 💻 Electronic Technology14.71%
- 🛍️ Retail Trade4.48%
- 💇♀️ Consumer Services2.81%
- 💰 Finance2.69%
- 🍞 Consumer Non Durables2.38%
- 💵 Cash1.31%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE37.83%
- 🇺🇸 Nasdaq29.94%
- 🇳🇱 Euronext Amsterdam12.43%
- 🇺🇸 NYSE8.54%
- 🇫🇷 Euronext Paris5.43%
- 🇩🇪 Xetra ETFs4.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.44%
- 🇹🇼 Taiwan3.05%
- 🇳🇱 Netherlands3.05%
- 🇫🇷 France2.38%
Dividends
Dividend Yield
0.26%
10 out of 16 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BLK (2.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
BLK | 0.05% | 2.01% | $20.2 |
AIR.PA | 0.05% | 1.66% | $1.8 |
 DIS | 0.04% | 1.41% | $0.75 |
 RMS.PA | 0.03% | 1.34% | $25 |
MSFT | 0.03% | 0.71% | $3 |
TSM | 0.02% | 0.66% | $1.74 |
AAPL | 0.01% | 0.31% | $0.97 |
GOOG | 0.01% | 0.25% | $0.2 |
 META | 0.01% | 0.28% | $1 |
 NVDA | 0.01% | 0.12% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
META | Pay Day | Sep 28, 2026 | $0.53 |
RMS.PA | Ex-Dividend | Oct 21, 2026 | $14.90 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
BLK | Ex-Dividend | Dec 8, 2026 | $5.73 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
AIR.PA | Ex-Dividend | Apr 21, 2027 | $3.78 |
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