AUGUST
+2.13%
YEAR TO DATE
+6.26%
1 YEAR
+14.38%
5 YEARS
+78.38%
ANNUALIZED RETURN
+16.42%
TRACK RECORD
8.7 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
1,445
Assets Under Copy
$2M-$5M
Risk Score
4
Level
Elite
Copiers
1,445
Assets Under Copy
$2M-$5M
Risk Score
4
Trades
No trades during this period.
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 |
-13.11% | 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 5.9/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
3.36
3.36
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
3.36
3.36
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.47%
- 💻 Electronic Technology21.28%
- 🍞 Consumer Non Durables16.74%
- 📊 ETFs7.69%
- 💰 Finance6.63%
- 🛍️ Retail Trade6.48%
- 💇♀️ Consumer Services6.05%
- 🪙 Cryptocurrencies0.42%
- 💼 Commercial Services0.2%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.75%
- 🇺🇸 NYSE24.16%
- 🇫🇷 Euronext Paris21.17%
- 🇭🇰 Hong Kong Exchanges0.45%
- 🌍 Digital Currency0.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.94%
- 🇫🇷 France13.06%
- 🇳🇱 Netherlands8.12%
- 🇨🇦 Canada3.69%
- 🇹🇼 Taiwan3.6%
- 🇨🇳 China0.45%
Dividends
Dividend Yield
0.78%
15 out of 21 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $BLV (4.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MC.PA | 0.14% | 2.57% | $13 |
 BLK | 0.12% | 1.86% | $20.2 |
 AIR.PA | 0.08% | 1.04% | $1.8 |
 RMS.PA | 0.08% | 1.23% | $25 |
 SPY | 0.08% | 1.16% | - |
 DIS | 0.05% | 0.87% | $0.75 |
 MSFT | 0.05% | 0.65% | $3 |
 BLV | 0.04% | 4.61% | - |
 TSM | 0.03% | 0.94% | $1.74 |
 AAPL | 0.03% | 0.43% | $0.97 |
 META | 0.02% | 0.33% | $1 |
 GOOG | 0.02% | 0.33% | $0.2 |
 KER.PA | 0.02% | 2.28% | $14 |
 0700.HK | 0% | 0.68% | $3.4 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
META | Ex-Dividend | Sep 22, 2025 | $0.52 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
META | Pay Day | Sep 29, 2025 | $0.52 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
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