Irtizamajeed's Factsheet • May 31, 2026
MAY
NaN%
YEAR TO DATE
+3.91%
1 YEAR
+14.79%
5 YEARS
+0.39%
ANNUALIZED RETURN
+7.72%
TRACK RECORD
5.8 years
About Irtizamajeed
𝐏𝐄𝐑𝐅𝐎𝐑𝐌𝐀𝐍𝐂𝐄:
Delivering over 20% average annual return on financial investment since 2023.
𝐒𝐓𝐑𝐀𝐓𝐄𝐆𝐘:
I analyse trends in global financial markets through performing fundamental valuations of undervalued assets & using macro indicators (interest rates, monetary policies, and inflation) to make informed investment decisions. I articulately invest in dividend-paying assets comprising disruptive innovation, clean energy, and real estate. I endeavour to maintain a low-risk score through diversification and hedging and by avoiding leverage to minimise fees & maximise gains.
𝐎𝐁𝐉𝐄𝐂𝐓𝐈𝐕𝐄:
Achieving annual return of more than 20%; outperforming benchmarks S&P 500 & FTSE 100 indexes.
𝐂𝐎𝐏𝐘 𝐑𝐄𝐂𝐎𝐌𝐌𝐄𝐍𝐃𝐀𝐓𝐈𝐎𝐍:
Minimum copy amount: $250.
Recommended: $1000.
Copy for the long term (+2 years).
Delivering over 20% average annual return on financial investment since 2023.
𝐒𝐓𝐑𝐀𝐓𝐄𝐆𝐘:
I analyse trends in global financial markets through performing fundamental valuations of undervalued assets & using macro indicators (interest rates, monetary policies, and inflation) to make informed investment decisions. I articulately invest in dividend-paying assets comprising disruptive innovation, clean energy, and real estate. I endeavour to maintain a low-risk score through diversification and hedging and by avoiding leverage to minimise fees & maximise gains.
𝐎𝐁𝐉𝐄𝐂𝐓𝐈𝐕𝐄:
Achieving annual return of more than 20%; outperforming benchmarks S&P 500 & FTSE 100 indexes.
𝐂𝐎𝐏𝐘 𝐑𝐄𝐂𝐎𝐌𝐌𝐄𝐍𝐃𝐀𝐓𝐈𝐎𝐍:
Minimum copy amount: $250.
Recommended: $1000.
Copy for the long term (+2 years).
Popular Investor Stats
Level
Cadet
Copiers
11
Assets Under Copy
<$50K
Risk Score
5
Level
Cadet
Copiers
11
Assets Under Copy
<$50K
Risk Score
5
Trades
Most Traded
+3Win Rate
Trade Stats
Average Profit: +24.62%
Average Duration: 144 days
Long Positions: 100%
Average Leverage: 1.2x
Trades during May 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 BUY RDW.US | +46.32% | 6 days | 1 month ago | $8.4 | $12.29 | +16.03% |
BUY HUM | +20.97% | 5 months | 1 month ago | $233.5 | $282.37 | +6.07% |
BUY HUM | +32.89% | 3 months | 1 month ago | $212.5 | $282.37 | +6.07% |
BUY HUM | +48.32% | 3 months | 1 month ago | $190.38 | $282.37 | +6.07% |
BUY HUM | +5.32% | 8 months | 1 month ago | $268.15 | $282.37 | +6.07% |
BUY PANW | +25% | 3 months | 1 month ago | $163.99 | $204.98 | +15.22% |
BUY PANW | +39.48% | 2 months | 1 month ago | $146.96 | $204.98 | +15.22% |
BUY PANW | +10.32% | 5 months | 1 month ago | $185.79 | $204.98 | +15.22% |
BUY PGNY | +37.3% | 1 month | 1 month ago | $16.82 | $23.09 | -0.09% |
BUY PGNY | +25.56% | 6 months | 1 month ago | $18.39 | $23.09 | -0.09% |
BUY CRWD | +3.9% | 5 months | 1 month ago | $505.1499 | $525.01 | +10.27% |
BUY CRWD | +9.03% | 5 months | 1 month ago | $481.5 | $525.01 | +10.27% |
BUY CRWD | +45.98% | 2 months | 1 month ago | $359.6401 | $525.01 | +10.27% |
BUY CRWD | +38.9% | 3 months | 1 month ago | $377.99 | $525.01 | +10.27% |
BUY CRWD | +39.9% | 3 months | 1 month ago | $375.3401 | $525.01 | +10.27% |
BUY CRWD | +31% | 3 months | 1 month ago | $400.76 | $525.01 | +10.27% |
BUY CRWD | +19.24% | 3 months | 1 month ago | $440.3701 | $525.01 | +10.27% |
 BUY RUN | +32.2% | 7 days | 1 month ago | $11.81 | $15.61 | -7.05% |
 BUY CVGI | +1.92% | 1 year | 1 month ago | $5.21 | $5.31 | +5.46% |
BUY SMCI | +2.88% | 5 months | 1 month ago | $31.57 | $32.48 | +0.15% |
BUY TLW.L | +13.7% | 10 months | 1 month ago | $16.4597 | $18.82 | -15.2% |
BUY AALB.NV | +25.64% | 9 months | 1 month ago | $27.4 | $34.54 | +9.79% |
BUY AALB.NV | +31.12% | 6 months | 1 month ago | $26.9 | $34.54 | +9.79% |
BUY QFIN x2 | +8.15% | 7 days | 1 month ago | $12.76 | $13.28 | -0.6% |
BUY QFIN x5 | +20.38% | 7 days | 1 month ago | $12.76 | $13.28 | -0.6% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.84% | Jul 2021 | Apr 2026 | 57 |
Performance Metrics
Score 3.3/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-4.82
-4.82
-5
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-4.82
-4.82
-5
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services22.12%
- 💵 Cash8.11%
- 🧬 Health Technology7.71%
- 💰 Finance7.67%
- 💇♀️ Consumer Services6.41%
- 🍞 Consumer Non Durables6.15%
- 💼 Commercial Services5.77%
- 💻 Electronic Technology4.72%
- 🛍️ Retail Trade3.96%
- 🧪 Process Industries3.39%
- 📊 ETFs3.19%
- 🚗 Consumer Durables3.07%
- 🏥 Health Services3%
- 🪨 Non Energy Minerals2.75%
- 🛠️ Producer Manufacturing2.35%
- 📦 Distribution Services2.32%
- ⛏️ Energy Minerals1.36%
- 🪙 Cryptocurrencies1.01%
- 🚚 Transportation0.75%
- 🏭 Industrial Services0.73%
- ⚡ Utilities0.34%
- 🧩 Miscellaneous0.12%
- 📡 Communications0.03%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.19%
- 🇺🇸 NYSE30.12%
- 🇬🇧 LSE7.67%
- 🇩🇰 Copenhagen Stock Exchange4.02%
- 🇭🇰 Hong Kong Exchanges3.88%
- 🇫🇷 Euronext Paris2.6%
- 🇦🇺 Sydney1.53%
- 🇩🇪 FRA1.37%
- 🇺🇸 Chicago Board Options Exchange1.2%
- 🌍 Digital Currency1.01%
- 🇳🇱 Euronext Amsterdam0.94%
- 🇮🇹 Borsa Italiana0.81%
- 🇫🇮 Helsinki Stock Exchange0.7%
- 🇪🇸 Bolsa De Madrid0.63%
- 🇸🇪 Stockholm Stock Exchange0.17%
- 🇧🇪 Euronext Brussels0.05%
- 🇳🇴 Oslo Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.27%
- 🇬🇧 United Kingdom6.83%
- 🇩🇰 Denmark5.73%
- 🇨🇳 China5.03%
- 🇮🇱 Israel3.25%
- 🇫🇷 France2.6%
- 🇨🇦 Canada2.55%
- 🇭🇰 Hong Kong1.69%
- 🇩🇪 Germany1.68%
- 🇳🇱 Netherlands1.39%
- 🇧🇷 Brazil1.32%
- 🇮🇪 Ireland1.2%
- 🇦🇺 Australia0.87%
- 🇫🇮 Finland0.7%
- 🇸🇪 Sweden0.69%
- 🇳🇿 New Zealand0.63%
- 🇪🇸 Spain0.63%
- 🇸🇬 Singapore0.59%
- 🇬🇮 Gibraltar0.57%
- 🇺🇾 Uruguay0.33%
- 🇮🇹 Italy0.33%
- 🇨🇭 Switzerland0.24%
- 🇮🇳 India0.24%
- 🇨🇿 Czech Republic0.13%
- 🇧🇪 Belgium0.05%
- 🇳🇴 Norway0.03%
Dividends
Dividend Yield
1.69%
125 out of 290 instruments pay dividend.
30 dividend payments in the next 30 days.
Highest Dividend: $IEP (26.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IEP | 0.25% | 26.63% | $4 |
QFIN | 0.12% | 9.94% | $1.06 |
 NOVO-B.CO | 0.07% | 4.12% | $9.4 |
 EVR.L | 0.06% | 17.85% | - |
 OWL | 0.06% | 8.88% | $0.6 |
 MERC | 0.05% | 8.59% | $0.3 |
 UNH | 0.05% | 2.25% | $7.74 |
 PAGE.L | 0.05% | 6.94% | $0.32 |
 NVO | 0.05% | 2.81% | $0.98 |
 IPH.ASX | 0.04% | 9.55% | $0.34 |
 DOM.L | 0.04% | 5.9% | $0.11 |
 02319.HK | 0.04% | 3.78% | $0.54 |
 ACN | 0.03% | 3.55% | $4.99 |
 STZ | 0.03% | 2.97% | $3.68 |
 PSN.L | 0.03% | 5.53% | $0.6 |
 ICL | 0.03% | 3.24% | $0.21 |
 TEP.PA | 0.03% | 7.42% | $3.85 |
 ZTS | 0.03% | 2.63% | $1.67 |
 TRIG.L | 0.03% | 10.12% | $0.07 |
 KESKOB.HE | 0.03% | 4.31% | $1.04 |
 LKQ | 0.03% | 4.8% | $1.18 |
 NRR.L | 0.03% | 8.62% | $0.07 |
 POOL | 0.02% | 2.81% | $4.5 |
 BX | 0.02% | 4.32% | $3.36 |
 LGEN.L | 0.02% | 8.03% | $0.2 |
 WKL.NV | 0.02% | 3.91% | $2.08 |
 BCC | 0.02% | 1.29% | $0.8 |
 O | 0.01% | 5.41% | $3.09 |
 HMSO.L | 0.01% | 4.94% | $0.02 |
 FIS.US | 0.01% | 4.14% | $1.76 |
 FDJU.PA | 0.01% | 9.27% | $1.78 |
 ADP | 0.01% | 2.91% | $5.45 |
 RED.MC | 0.01% | 4.34% | $0.81 |
 0968.HK | 0.01% | 1.98% | $0.23 |
 DEO | 0.01% | 4.1% | $3.99 |
 WY | 0.01% | 3.44% | $0.78 |
 RNO.PA | 0.01% | 8.06% | $1.85 |
 PYPL | 0.01% | 1.01% | - |
 FRT | 0.01% | 3.78% | $4.36 |
 PGR | 0.01% | 7.11% | $1.15 |
 MC.PA | 0.01% | 2.69% | $13 |
 RAND.NV | 0.01% | 5.92% | $3.55 |
 CDI.PA | 0.01% | 3.18% | $13 |
 BAP.ASX | 0.01% | 23.57% | $0.21 |
 KHC | 0.01% | 7.21% | $1.6 |
 JEF | 0.01% | 2.9% | $1.2 |
 LOW | 0.01% | 2.34% | $4.45 |
 CRM | 0.01% | 0.9% | $0.4 |
 SUN.ASX | 0.01% | 3.77% | $0.61 |
 DGE.L | 0.01% | 4.2% | $0.81 |
 EQH | 0.01% | 2.76% | $0.9 |
 ARES | 0.01% | 3.79% | $3.4 |
 ACM | 0.01% | 1.64% | $0.84 |
 LPX | 0.01% | 1.63% | $1 |
 AMBUB.CO | 0.01% | 0.62% | - |
 OLED | 0% | 2.11% | $1.5 |
 SMWH.L | 0% | 3.38% | $0.32 |
 ORCL | 0% | 0.86% | $1.6 |
 DSY.PA | 0% | 1.34% | $0.23 |
 TWE.ASX | 0% | 8.58% | $0.34 |
 RF.PA | 0% | 6.59% | $2.42 |
 REL.L | 0% | 2.56% | $0.59 |
 BABA | 0% | 0.82% | $0.98 |
 TATE.L | 0% | 3.87% | $0.19 |
 VWS.CO | 0% | 0.43% | - |
 CAP.PA | 0% | 3.27% | $3.4 |
 ITX.MC | 0% | 2.54% | $1.11 |
 OTIS | 0% | 2.46% | $1.41 |
 DB1.DE | 0% | 1.68% | $3.8 |
 MOS | 0% | 3.89% | $0.82 |
 MUV2.DE | 0% | 5.34% | $15 |
 DIA.MI | 0% | 1.81% | $1.15 |
 INTU | 0% | 1.58% | $3.6 |
 00175.HK | 0% | 2.72% | $0.22 |
 GRI.L | 0% | 5.49% | $0.07 |
 G24.DE | 0% | 1.94% | $1.2 |
 01211.HK | 0% | 0.46% | $3.41 |
 SAP.DE | 0% | 1.5% | $2.2 |
 MKC | 0% | 4.03% | $1.62 |
 NWG.L | 0% | 5.41% | $0.17 |
 HDB | 0% | 1.47% | $0.6 |
 NAE.PA | 0% | 5.58% | $3 |
 RMV.L | 0% | 2.37% | $0.09 |
 BNZL.L | 0% | 3% | $0.68 |
 DOW | 0% | 4.05% | $2.8 |
 SAP | 0% | 1.14% | $1.73 |
 SGE.L | 0% | 2.52% | $0.2 |
 SREI.L | 0% | 7.63% | - |
 BWY.L | 0% | 3.91% | $1.11 |
 ATKR | 0% | 1.55% | $0.64 |
 J | 0% | 1.13% | $1.1 |
 BKNG | 0% | 0.97% | $17.5 |
 WBD.MI | 0% | 3.29% | $0.07 |
 PG | 0% | 3.02% | $3.83 |
 QQ.L | 0% | 2.32% | $0.08 |
 GXI.DE | 0% | 0.15% | $1.25 |
 EXPN.L | 0% | 1.92% | $0.46 |
 RACE | 0% | 1.19% | $2.64 |
 SW.PA | 0% | 5.33% | $3.1 |
 PAH3.DE | 0% | 4.86% | $2.56 |
 SU.PA | 0% | 1.52% | $3.5 |
 COLO-B.CO | 0% | 5.99% | $21 |
 ROCKB.CO | 0% | 2.08% | $43 |
 IAG.L | 0% | 1.66% | - |
 TGS.OL | 0% | 4.14% | $5.96 |
 CAR.ASX | 0% | 3.18% | $0.67 |
 STJ.L | 0% | 1.49% | $0.24 |
 SOF.BR | 0% | 1.18% | $2.35 |
 VRSK | 0% | 1.07% | $1.46 |
 LDO.MI | 0% | 1.21% | $0.28 |
 PME.ASX | 0% | 0.37% | $0.35 |
 MTX.DE | 0% | 1.19% | $2 |
 SPGI | 0% | 0.92% | $3.62 |
 KR | 0% | 2.26% | $1.16 |
 CCL | 0% | 1.08% | - |
 RMS.PA | 0% | 1.12% | $25 |
 NSIS-B.CO | 0% | 1.77% | $6.2 |
 NOC | 0% | 1.74% | $7.67 |
 UHS | 0% | 0.56% | $0.8 |
 GE | 0% | 0.48% | $0.44 |
 KER.PA | 0% | 1.19% | $14 |
 AON | 0% | 0.95% | $2.52 |
 AAL.L | 0% | 0.43% | $0.77 |
 NWS.ASX | 0% | 0.68% | $0.31 |
 QQQ | 0% | 0.38% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
OLED | Ex-Dividend | Jun 16, 2026 | $0.50 |
ARES | Ex-Dividend | Jun 16, 2026 | $1.35 |
NOC | Pay Day | Jun 17, 2026 | $2.47 |
PAGE.L | Pay Day | Jun 17, 2026 | $0.04 |
WKL.NV | Pay Day | Jun 17, 2026 | $1.88 |
ICL | Pay Day | Jun 17, 2026 | $0.05 |
BCC | Pay Day | Jun 17, 2026 | $0.22 |
UHS | Pay Day | Jun 18, 2026 | $0.20 |
PSN.L | Ex-Dividend | Jun 18, 2026 | $0.54 |
REL.L | Pay Day | Jun 18, 2026 | $0.65 |
TATE.L | Ex-Dividend | Jun 18, 2026 | $0.18 |
G24.DE | Ex-Dividend | Jun 18, 2026 | $1.73 |
J | Pay Day | Jun 19, 2026 | $0.36 |
LDO.MI | Ex-Dividend | Jun 22, 2026 | $0.74 |
WY | Pay Day | Jun 22, 2026 | $0.21 |
G24.DE | Pay Day | Jun 22, 2026 | $1.73 |
LDO.MI | Pay Day | Jun 24, 2026 | $0.74 |
02319.HK | Pay Day | Jun 24, 2026 | $0.07 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
IEP | Pay Day | Jun 25, 2026 | $0.50 |
FIS.US | Pay Day | Jun 25, 2026 | $0.44 |
EXPN.L | Ex-Dividend | Jun 25, 2026 | $0.48 |
KHC | Pay Day | Jun 26, 2026 | $0.40 |
RED.MC | Ex-Dividend | Jun 29, 2026 | $0.70 |
BKNG | Pay Day | Jun 30, 2026 | $0.42 |
VRSK | Pay Day | Jun 30, 2026 | $0.50 |
OLED | Pay Day | Jun 30, 2026 | $0.50 |
ARES | Pay Day | Jun 30, 2026 | $1.35 |
RED.MC | Pay Day | Jul 1, 2026 | $0.70 |
ADP | Pay Day | Jul 1, 2026 | $1.70 |
BWY.L | Pay Day | Jul 1, 2026 | $0.31 |
FRT | Ex-Dividend | Jul 1, 2026 | $1.13 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
BNZL.L | Pay Day | Jul 2, 2026 | $0.72 |
SGE.L | Pay Day | Jul 3, 2026 | $0.11 |
GRI.L | Pay Day | Jul 3, 2026 | $0.04 |
INTU | Ex-Dividend | Jul 9, 2026 | $1.20 |
PSN.L | Pay Day | Jul 10, 2026 | $0.54 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
KESKOB.HE | Ex-Dividend | Jul 15, 2026 | $0.26 |
FRT | Pay Day | Jul 15, 2026 | $1.13 |
INTU | Pay Day | Jul 17, 2026 | $1.20 |
ZTS | Ex-Dividend | Jul 20, 2026 | $0.53 |
LOW | Ex-Dividend | Jul 22, 2026 | $1.25 |
QQ.L | Ex-Dividend | Jul 23, 2026 | $0.11 |
KESKOB.HE | Pay Day | Jul 23, 2026 | $0.26 |
EXPN.L | Pay Day | Jul 24, 2026 | $0.48 |
00175.HK | Pay Day | Jul 30, 2026 | $0.06 |
TATE.L | Pay Day | Jul 31, 2026 | $0.18 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
LOW | Pay Day | Aug 5, 2026 | $1.25 |
QQ.L | Pay Day | Aug 20, 2026 | $0.11 |
ZTS | Pay Day | Sep 1, 2026 | $0.53 |
ITX.MC | Ex-Dividend | Oct 29, 2026 | $0.64 |
ITX.MC | Pay Day | Nov 2, 2026 | $0.64 |
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