Santiago1000's Factsheet • May 31, 2026
MAY
NaN%
YEAR TO DATE
+10.67%
1 YEAR
+17.03%
5 YEARS
+84.46%
ANNUALIZED RETURN
+6.58%
TRACK RECORD
8.5 years
About Santiago1000
🎯 Strategy
Most retail investors guess. I don't. Every position must score high on BOTH fundamentals AND momentum — a rules-based "twin momentum" system backed by academic research.
📊 Selection Criteria
Stocks are scored on:
- Composite Score
- EPS growth & Relative Strength
- Free Cash Flow
- Price momentum
If a name doesn't rank top-tier on both fundamentals and momentum, it doesn't enter the portfolio. If the score drops, it exits.
💼 Core Themes
- AI & Semiconductors: NVDA, TSM, AVGO, MU
- AI Power Infrastructure: FIX, VRT, GEV, HWM
- Diversified leaders: GOOG, AMZN, JPM
- Hedges: GLD, BTC
🔒 Risk Management
- Low risk score (≤6, eToro compliant)
- 25-30 positions, no single name >7%
- Long-term horizon (12+ months avg hold)
- Low turnover, no leverage, no shorting
✅ Copy me if you want
A disciplined, long-term portfolio of quality leaders — not daytrading, not speculation.
📈 Track record visible on my Stats tab, full transparency.
📩 Questions? Message me on the feed.
Most retail investors guess. I don't. Every position must score high on BOTH fundamentals AND momentum — a rules-based "twin momentum" system backed by academic research.
📊 Selection Criteria
Stocks are scored on:
- Composite Score
- EPS growth & Relative Strength
- Free Cash Flow
- Price momentum
If a name doesn't rank top-tier on both fundamentals and momentum, it doesn't enter the portfolio. If the score drops, it exits.
💼 Core Themes
- AI & Semiconductors: NVDA, TSM, AVGO, MU
- AI Power Infrastructure: FIX, VRT, GEV, HWM
- Diversified leaders: GOOG, AMZN, JPM
- Hedges: GLD, BTC
🔒 Risk Management
- Low risk score (≤6, eToro compliant)
- 25-30 positions, no single name >7%
- Long-term horizon (12+ months avg hold)
- Low turnover, no leverage, no shorting
✅ Copy me if you want
A disciplined, long-term portfolio of quality leaders — not daytrading, not speculation.
📈 Track record visible on my Stats tab, full transparency.
📩 Questions? Message me on the feed.
Popular Investor Stats
Level
Champion
Copiers
26
Assets Under Copy
$50K-$100K
Risk Score
5
Level
Champion
Copiers
26
Assets Under Copy
$50K-$100K
Risk Score
5
Trades
Most Traded
Win Rate
Trade Stats
Average Profit: +13.71%
Average Duration: 314 days
Long Positions: 100%
Average Leverage: 1x
Trades during May 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY RHM.DE | +16.74% | 1 year | 1 month ago | $1294.5 | $1393.8 | -13.17% |
BUY RHM.DE | +16.96% | 1 year | 1 month ago | $1286 | $1393.8 | -13.17% |
BUY RHM.DE | +20.02% | 1 year | 1 month ago | $1247 | $1393.8 | -13.17% |
BUY RHM.DE | +16.56% | 1 year | 1 month ago | $1290.5 | $1393.8 | -13.17% |
BUY RHM.DE | +19.92% | 1 year | 1 month ago | $1252 | $1393.8 | -13.17% |
BUY RHM.DE | +17.8% | 1 year | 1 month ago | $1274 | $1393.8 | -13.17% |
BUY RHM.DE | +19% | 1 year | 1 month ago | $1261.5 | $1393.8 | -13.17% |
BUY RHM.DE | +18.2% | 1 year | 1 month ago | $1271 | $1393.8 | -13.17% |
BUY RHM.DE | +17.6% | 1 year | 1 month ago | $1279 | $1393.8 | -13.17% |
BUY RHM.DE | -17.28% | 2 months | 1 month ago | $1636.5 | $1375 | -11.99% |
BUY RHM.DE | -17.67% | 2 months | 1 month ago | $1644 | $1375 | -11.99% |
BUY RHM.DE | -17.5% | 2 months | 1 month ago | $1641 | $1375 | -11.99% |
BUY IBE.MC | -1.07% | 2 months | 1 month ago | $19.485 | $19.585 | -0.66% |
BUY HWM | -5.93% | 10 days | 1 month ago | $255.18 | $240.1 | +12.69% |
BUY GE | +8.47% | 8 months | 1 month ago | $267.8501 | $290.51 | +2.29% |
BUY JPM | +3.1% | 2 months | 1 month ago | $305.77 | $315.15 | -4.14% |
BUY JPM | +118.11% | 2 years | 1 month ago | $144.51 | $315.13 | -4.13% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.21% | Feb 2018 | Aug 2021 | 42 |
-37.7% | Dec 2021 | Feb 2024 | 26 |
-9.8% | Feb 2025 | May 2025 | 3 |
-7.22% | Sep 2021 | Oct 2021 | 1 |
-7.11% | Nov 2025 | Apr 2026 | 5 |
-4.72% | Jul 2024 | Nov 2024 | 4 |
-3.57% | Apr 2024 | May 2024 | 1 |
-3.27% | Dec 2024 | Jan 2025 | 1 |
-0.1% | Jul 2025 | Aug 2025 | 1 |
Performance Metrics
Score 3.1/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-7.37
-7.37
-8
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-7.37
-7.37
-8
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology50.93%
- 🖥️ Technology Services12.07%
- 📊 ETFs7.02%
- 🏭 Industrial Services6.11%
- 🛠️ Producer Manufacturing5.21%
- 🧩 Miscellaneous4.45%
- 💰 Finance3.29%
- 🛍️ Retail Trade2.92%
- ⚡ Utilities2.62%
- 🚗 Consumer Durables2.22%
- 🚚 Transportation2.06%
- 🪙 Cryptocurrencies1.09%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.79%
- 🇺🇸 Nasdaq43.05%
- 🇮🇹 Borsa Italiana4.46%
- 🇬🇧 LSE3.98%
- 🇪🇸 Bolsa De Madrid2.62%
- 🌍 Digital Currency1.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.95%
- 🇹🇼 Taiwan5.19%
- 🇮🇹 Italy4.46%
- 🇨🇦 Canada4.22%
- 🇬🇧 United Kingdom3.98%
- 🇪🇸 Spain2.62%
Dividends
Dividend Yield
0.46%
19 out of 26 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PST.MI (4.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PST.MI | 0.1% | 4.84% | $0.8 |
JPM | 0.06% | 1.93% | $4.4 |
IBE.MC | 0.05% | 1.76% | $0.45 |
 TSM | 0.04% | 0.69% | $1.74 |
 RR.L | 0.03% | 0.75% | - |
 AVGO | 0.03% | 0.62% | $19.7 |
 LDO.MI | 0.03% | 1.21% | $0.28 |
 MSFT | 0.02% | 0.83% | $3 |
 QQQ | 0.02% | 0.38% | - |
GE | 0.02% | 0.48% | $0.44 |
 GOOG | 0.01% | 0.23% | $0.2 |
 GEV | 0.01% | 0.18% | - |
 AAPL | 0.01% | 0.34% | $0.97 |
 NVDA | 0.01% | 0.13% | $0.02 |
HWM | 0.01% | 0.19% | $0.19 |
 FIX | 0.01% | 0.14% | $1.02 |
 META | 0.01% | 0.34% | $1 |
 VRT | 0% | 0.07% | $0.06 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GEV | Ex-Dividend | Jun 16, 2026 | $0.50 |
LDO.MI | Ex-Dividend | Jun 22, 2026 | $0.74 |
PST.MI | Ex-Dividend | Jun 22, 2026 | $1.00 |
LDO.MI | Pay Day | Jun 24, 2026 | $0.74 |
PST.MI | Pay Day | Jun 24, 2026 | $1.00 |
META | Pay Day | Jun 25, 2026 | $0.53 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
GEV | Pay Day | Jul 14, 2026 | $0.50 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
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