DECEMBER
+2.54%
2024
+19%
2 YEARS
+76.7%
5 YEARS
+127.45%
ANNUALIZED RETURN
+17.07%
TRACK RECORD
8 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
1,637
Assets Under Copy
$2M-$5M
Risk Score
4
Level
Elite
Copiers
1,637
Assets Under Copy
$2M-$5M
Risk Score
4
Trades
Most Traded
+9Win Rate
Trade Stats
Average Profit: +11.91%
Average Duration: 207 days
Long Positions: 100%
Average Leverage: 1x
Trades during December 2024
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY DIS | +25.91% | 4 months | 1 month ago | $93.5676 | $117.81 | -5.48% |
 BUY MC.PA | -8.75% | 4 months | 1 month ago | $641 | $601.4 | +4.22% |
BUY ADBE | -6.34% | 4 months | 1 month ago | $551.2654 | $516.307 | -13.87% |
 BUY GOOGL | -0.49% | 4 months | 1 month ago | $170.9143 | $170.075 | +11.3% |
BUY MSFT | +0.8% | 4 months | 1 month ago | $420.7555 | $424.1414 | -0.62% |
 BUY RMS.PA | +4.57% | 4 months | 1 month ago | $1984.5 | $2133 | +6.56% |
 BUY AIR.PA | +5.53% | 4 months | 1 month ago | $138.07 | $149.76 | +6.34% |
BUY AAPL | +7.07% | 4 months | 1 month ago | $223.599 | $239.4065 | +4.6% |
 BUY SPY | +8.85% | 4 months | 1 month ago | $553.459 | $602.465 | -2.72% |
BUY AMZN | +11.85% | 4 months | 1 month ago | $189.2077 | $211.62 | +3.67% |
BUY META | +12.54% | 4 months | 1 month ago | $518.502 | $583.535 | +0.34% |
 BUY BLK | +15.96% | 4 months | 1 month ago | $881.33 | $1022 | +0.3% |
 BUY TSM | +16.65% | 4 months | 1 month ago | $163.9 | $191.1863 | +3.3% |
BUY NVDA | +18.23% | 4 months | 1 month ago | $117.4491 | $138.8625 | -3.29% |
 BUY CRM | +22.39% | 4 years | 1 month ago | $271.94 | $332.8201 | +0.45% |
 BUY LULU | +26.02% | 4 months | 1 month ago | $259.0706 | $326.4925 | +17.13% |
BUY NFLX | +41.69% | 4 months | 1 month ago | $631.8722 | $895.33 | -0.45% |
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 |
-13.11% | 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 6/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
4.44
4.44
-2
0
2
5
5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
4.44
4.44
-2
0
2
5
5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
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 Services31.87%
- 💻 Electronic Technology19.74%
- 🍞 Consumer Non Durables14.32%
- 🛍️ Retail Trade14.05%
- 📊 ETFs7.43%
- 💰 Finance6.42%
- 💇♀️ Consumer Services6.06%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.13%
- 🇺🇸 NYSE23.42%
- 🇫🇷 Euronext Paris21.01%
- 🇭🇰 Hong Kong Exchanges0.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.41%
- 🇫🇷 France21.01%
- 🇨🇦 Canada7.43%
- 🇹🇼 Taiwan3.28%
- 🇨🇳 China0.33%
Dividends
Dividend Yield
0.7%
14 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $KER.PA (5.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BLK | 0.14% | 2.13% | $20.2 |
 MC.PA | 0.13% | 2.02% | $13 |
 AIR.PA | 0.08% | 1.15% | $1.8 |
 RMS.PA | 0.07% | 1.06% | $25 |
 KER.PA | 0.06% | 5.03% | $14 |
 DIS | 0.06% | 0.92% | $0.75 |
 MSFT | 0.05% | 0.75% | $3 |
 TSM | 0.03% | 0.94% | $1.74 |
 AAPL | 0.03% | 0.42% | $0.97 |
 GOOG | 0.02% | 0.31% | $0.2 |
 META | 0.02% | 0.32% | $1 |
 BLV | 0.02% | 1.64% | - |
 0700.HK | 0% | 0.93% | $3.4 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
KER.PA | Ex-Dividend | Jan 14 | $2.10 |
KER.PA | Pay Day | Jan 16 | $2.10 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
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