SectorNeutral's Factsheet • May 31, 2026
MAY
NaN%
YEAR TO DATE
-3.32%
1 YEAR
-6.57%
ALL TIME
+4.05%
ANNUALIZED RETURN
+2.3%
TRACK RECORD
2.3 years
About SectorNeutral
SectorNeutral strategy creates a beta-neutral long/short portfolio within the S&P 500, balancing risk across sectors. By maintaining low correlation to overall market trends, this portfolio consists of 70 stocks, up to 35 long and 35 short positions, providing a unique opportunity for investors to diversify their exposure to liquid, listed instruments while mitigating market risk.
Rebalance Frequency: Monthly
Target Investor: Suited for retail and professional investors seeking growth through a moderate-risk strategy. Its focus on market-neutral performance makes it a compelling choice for those looking to diversify without exposure to alternatives or leverage.
Key Differentiators: By harnessing proprietary eToro data and cutting-edge AI, this portfolio offers a well-balanced stock selection that provides diversification and low correlation to market trends.
Minimum Investment: $2,000
Rebalance Frequency: Monthly
Target Investor: Suited for retail and professional investors seeking growth through a moderate-risk strategy. Its focus on market-neutral performance makes it a compelling choice for those looking to diversify without exposure to alternatives or leverage.
Key Differentiators: By harnessing proprietary eToro data and cutting-edge AI, this portfolio offers a well-balanced stock selection that provides diversification and low correlation to market trends.
Minimum Investment: $2,000
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
14
Assets Under Copy
$50K-$100K
Risk Score
3
Type
Smart Portfolio
Copiers
14
Assets Under Copy
$50K-$100K
Risk Score
3
Trades
Most Traded
+64Win Rate
Trade Stats
Average Profit: -0.17%
Average Duration: 44 days
Long Positions: 56%
Average Leverage: 1x
Trades during May 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 SELL IIPR | +3.13% | 2 months | 1 month ago | $55.28 | $53.55 | +6.44% |
 SELL FVRR | -14.23% | 28 days | 1 month ago | $10.4 | $11.88 | -5.56% |
 SELL PINS | -12.22% | 28 days | 1 month ago | $18.17 | $20.39 | +3.43% |
 BUY SE | +2.11% | 28 days | 1 month ago | $83.39 | $85.15 | -2.43% |
BUY SE | -8.65% | 2 months | 1 month ago | $93.22 | $85.15 | -2.43% |
BUY MELI | +2.56% | 2 months | 1 month ago | $1798.51 | $1844.55 | -14.36% |
BUY MELI | +8.28% | 28 days | 1 month ago | $1703.45 | $1844.55 | -14.36% |
 SELL FOXF | -4.56% | 28 days | 1 month ago | $16.44 | $17.19 | +0.35% |
BUY STNE | -22.66% | 28 days | 1 month ago | $14.12 | $10.92 | -3.3% |
 SELL AXON | +3.5% | 28 days | 1 month ago | $414.6001 | $400.07 | -1.74% |
BUY GOOG | +27.36% | 28 days | 1 month ago | $296.7 | $377.9 | +3.64% |
 SELL ABNB | -11.59% | 28 days | 1 month ago | $125.76 | $140.33 | +1.8% |
 BUY GOOGL | +27.7% | 28 days | 1 month ago | $298.48 | $381.15 | +3.52% |
 BUY BTI | -0.6% | 2 months | 1 month ago | $59.3 | $58.94 | +0.68% |
 SELL HLF | -11.37% | 28 days | 1 month ago | $14.34 | $15.97 | -12.77% |
BUY GOOGL | +11.74% | 3 months | 1 month ago | $340.99 | $381.04 | +3.55% |
 SELL SNAP | -33.48% | 28 days | 1 month ago | $4.63 | $6.18 | -4.85% |
BUY STNE | -23.26% | 2 months | 1 month ago | $14.23 | $10.92 | -3.3% |
 BUY PLTR | -1.72% | 28 days | 1 month ago | $148.46 | $145.9 | -7.18% |
 BUY PG | +0.97% | 28 days | 1 month ago | $143.25 | $144.63 | -0.98% |
BUY WBD | +40.15% | 7 months | 1 month ago | $19.23 | $26.95 | +0.93% |
BUY META | +5.35% | 28 days | 1 month ago | $575.86 | $606.7 | -0.65% |
 SELL NOW | +8.72% | 28 days | 1 month ago | $102.47 | $93.54 | -1.27% |
 SELL MA | -0.96% | 28 days | 1 month ago | $498.57 | $503.35 | -1.1% |
 BUY ETSY | +23.27% | 28 days | 1 month ago | $52.69 | $64.95 | -6.45% |
 SELL VICI | +4.2% | 2 months | 1 month ago | $29.75 | $28.5 | +1.16% |
 SELL EBAY | -14.29% | 28 days | 1 month ago | $96.13 | $109.87 | -2.58% |
 SELL UAA | -9.15% | 28 days | 1 month ago | $5.68 | $6.2 | -0.32% |
SELL RACE | +0.08% | 28 days | 1 month ago | $340.9399 | $340.66 | -2.93% |
BUY GOOG | +25.37% | 2 months | 1 month ago | $301.6 | $378.1 | +3.59% |
 BUY PHG | -2.84% | 28 days | 1 month ago | $27.09 | $26.32 | +3.08% |
 SELL DKNG | -2.94% | 28 days | 1 month ago | $22.8 | $23.47 | +4.01% |
 SELL AGNC | -5.97% | 28 days | 1 month ago | $10.21 | $10.82 | +0.55% |
BUY WBD | -3.72% | 2 months | 1 month ago | $27.99 | $26.95 | +0.93% |
 BUY PEP | -0.23% | 28 days | 1 month ago | $156.2 | $155.84 | -2.71% |
 SELL KTOS | +12.93% | 28 days | 1 month ago | $72.31 | $62.96 | -10.42% |
 SELL SAM | +10.83% | 28 days | 1 month ago | $241.86 | $215.68 | -8.33% |
BUY PHIN | +4.18% | 2 months | 1 month ago | $71.94 | $74.95 | +5.78% |
 SELL BIDU | -15.36% | 28 days | 1 month ago | $110.96 | $128 | +14.76% |
 BUY AAPL | +6.11% | 28 days | 1 month ago | $260.8999 | $276.84 | +5.71% |
 BUY GEHC | -21.49% | 2 months | 1 month ago | $78.18 | $61.38 | +4.55% |
 BUY AMZN | +28.39% | 28 days | 1 month ago | $212.21 | $272.46 | -0.29% |
 SELL STZ | -0.09% | 28 days | 1 month ago | $151.1 | $151.24 | -3.41% |
BUY PHIN | +13.9% | 3 months | 1 month ago | $65.8 | $74.95 | +5.78% |
 BUY FISV | +10.7% | 28 days | 1 month ago | $56.99 | $63.09 | -13.12% |
BUY BABA | -19.8% | 3 months | 1 month ago | $168.49 | $135.13 | +1.92% |
 SELL BLK | -10.27% | 28 days | 1 month ago | $958.01 | $1056.4 | +2.95% |
 BUY PFE | -0.11% | 2 months | 1 month ago | $26.49 | $26.46 | -1.28% |
 SELL JD.US | -5.23% | 28 days | 1 month ago | $28.68 | $30.18 | +1.62% |
 SELL TJX | +3.81% | 28 days | 1 month ago | $160.97 | $154.84 | -2.17% |
 BUY NFLX | -7.02% | 28 days | 1 month ago | $98.67 | $91.74 | -4.88% |
 BUY MRNA | -16.7% | 2 months | 1 month ago | $57.07 | $47.54 | +22.04% |
BUY META | -14.18% | 3 months | 1 month ago | $708.15 | $607.77 | -0.82% |
 SELL SBUX | -13.46% | 28 days | 1 month ago | $93.07 | $105.6 | +0.84% |
 BUY GEV | +27.69% | 2 months | 1 month ago | $840.47 | $1073.2033 | -0.81% |
 BUY NKE | -25.55% | 2 months | 1 month ago | $58.46 | $43.52 | -0.74% |
 BUY ASML | -1.29% | 2 months | 1 month ago | $1404.88 | $1386.79 | +10.95% |
 BUY NVDA | +7.26% | 2 months | 1 month ago | $182.39 | $195.64 | +12.23% |
 BUY DIS | +5.64% | 28 days | 1 month ago | $96.64 | $102.09 | +4.69% |
 SELL BBY | +8.12% | 28 days | 1 month ago | $63.66 | $58.49 | 0% |
 SELL VFC | -8.21% | 28 days | 1 month ago | $16.93 | $18.32 | +0.6% |
 BUY ITUB | +0.71% | 28 days | 1 month ago | $8.45 | $8.51 | -2.82% |
 BUY BATRK | +12.82% | 2 months | 1 month ago | $44.3 | $49.98 | -0.36% |
 BUY NOK | +48.88% | 28 days | 1 month ago | $8.96 | $13.34 | -2.17% |
 SELL FSLR | -5.82% | 28 days | 1 month ago | $196.35 | $207.78 | +11.63% |
BUY BABA | +9.76% | 28 days | 1 month ago | $122.82 | $134.83 | +2.15% |
SELL RACE | +6.23% | 2 months | 1 month ago | $363.2 | $340.56 | -2.9% |
 BUY TSM | +21.56% | 3 months | 1 month ago | $327.25 | $397.82 | +1.31% |
 SELL MGM | -5.05% | 28 days | 1 month ago | $36.47 | $38.31 | -1.64% |
 BUY FICO | -4.88% | 28 days | 1 month ago | $1095.24 | $1041.79 | +5.85% |
 SELL XYL | +4.55% | 28 days | 1 month ago | $121.2 | $115.69 | -2.39% |
 SELL ROK | -11.92% | 28 days | 1 month ago | $363.46 | $406.8 | +12.53% |
 BUY KO | +1.4% | 2 months | 1 month ago | $77.48 | $78.57 | -0.52% |
 SELL CMCSA | +3.15% | 28 days | 1 month ago | $27.94 | $27.06 | -6.21% |
 SELL EEFT | -12.09% | 28 days | 1 month ago | $66.35 | $74.37 | -8.35% |
 BUY GEO | +1.04% | 28 days | 1 month ago | $18.29 | $18.48 | +16.88% |
 BUY TAL | -2.32% | 28 days | 1 month ago | $11.21 | $10.95 | +3.56% |
 SELL SFM | -6.69% | 28 days | 1 month ago | $76.93 | $82.08 | +0.09% |
 SELL SHOP | -7.05% | 28 days | 1 month ago | $118.63 | $127 | -16.91% |
 BUY TSLA | -4.64% | 2 months | 1 month ago | $406.49 | $387.63 | +8.2% |
BUY WBD | -2.35% | 3 months | 1 month ago | $27.6 | $26.95 | +0.93% |
 SELL NIO | +4.42% | 28 days | 1 month ago | $6.33 | $6.05 | +0.99% |
BUY WBD | -6.77% | 3 months | 1 month ago | $28.91 | $26.95 | +0.93% |
 SELL MU | -50% | 27 days | 1 month ago | $378 | $567 | +36.52% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.2% | May 2025 | - | 12 |
-2.03% | Jul 2024 | Aug 2024 | 1 |
-1.96% | Apr 2024 | Jun 2024 | 2 |
-1.92% | Dec 2024 | Apr 2025 | 4 |
Performance Metrics
Score 2.6/10
Beta
0.09
0.09
0
0.8
1.2
0
2
Sharpe Ratio
-0.37
-0.37
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.52
-0.52
-1
1
2
3
3
Jensen's Alpha
-3.46
-3.46
-4
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-1.99
-1.99
-2
0.75
1.25
2
2
Information Ratio
-1.24
-1.24
-2
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.09
0.09
0
0.8
1.2
0
2
Sharpe Ratio
-0.37
-0.37
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.52
-0.52
-1
1
2
3
3
Jensen's Alpha
-3.46
-3.46
-4
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-1.99
-1.99
-2
0.75
1.25
2
2
Information Ratio
-1.24
-1.24
-2
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade27.84%
- 💇♀️ Consumer Services21.86%
- 🚗 Consumer Durables10.82%
- 💼 Commercial Services8.09%
- 🧬 Health Technology7.84%
- 🖥️ Technology Services6.19%
- 💵 Cash5.27%
- 🍞 Consumer Non Durables4.97%
- 🛠️ Producer Manufacturing3.81%
- 💰 Finance3.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.29%
- 🇺🇸 Nasdaq37.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.75%
- 🇺🇾 Uruguay3.59%
- 🇸🇬 Singapore3.16%
- 🇮🇱 Israel2.78%
- 🇩🇰 Denmark1.85%
- 🇨🇳 China1.15%
- 🇨🇭 Switzerland0.48%
Dividends
Dividend Yield
0.4%
30 out of 63 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $GIS (7.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HD | 0.16% | 3% | $8.52 |
 GIS | 0.09% | 7.58% | $2.36 |
 RCL | 0.06% | 1.72% | - |
 TPR | 0.06% | 1.16% | $1.4 |
 BF-B | 0.05% | 3.62% | $0.86 |
 BR | 0.04% | 2.55% | $3.2 |
 ABBV | 0.04% | 3% | $6.06 |
 DHI | 0.03% | 1.2% | $1.15 |
 PGR | 0.03% | 7.11% | $1.15 |
 EFX | 0.03% | 1.25% | $1.56 |
 NWS | 0.02% | 0.66% | $0.2 |
 PHM | 0.02% | 0.85% | $0.76 |
 CTAS | 0.02% | 1% | $5.4 |
 REG | 0.02% | 3.91% | $2.66 |
 ZBH | 0.01% | 1.13% | $0.96 |
 AOS | 0.01% | 2.52% | $1.26 |
 AFL | 0.01% | 2.08% | $1.84 |
 AIZ | 0.01% | 1.37% | $2.86 |
 HUBB | 0% | 1.19% | $4.78 |
 MAS | 0% | 0.92% | $1.15 |
 AME | 0% | 0.57% | $1.06 |
 PYPL | -0.01% | -1.01% | - |
 COST | -0.02% | -0.55% | $-19.22 |
 LEG | -0.02% | -1.96% | $-1.43 |
 QFIN | -0.03% | -9.94% | $-1.06 |
 MAN | -0.04% | -4.5% | $-3.01 |
IIPR | -0.04% | -13.01% | $-7.34 |
 SWK | -0.04% | -4.23% | $-3.24 |
 NVO | -0.05% | -2.81% | $-0.98 |
 RHI | -0.06% | -7.47% | $-2.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PYPL | Pay Day | Jun 25, 2026 | -$0.14 |
ZBH | Ex-Dividend | Jun 25, 2026 | $0.24 |
AIZ | Pay Day | Jun 29, 2026 | $0.88 |
AME | Pay Day | Jun 30, 2026 | $0.34 |
PHM | Pay Day | Jul 2, 2026 | $0.26 |
RCL | Pay Day | Jul 2, 2026 | $1.50 |
BR | Pay Day | Jul 2, 2026 | $0.97 |
REG | Pay Day | Jul 2, 2026 | $0.76 |
LEG | Pay Day | Jul 15, 2026 | -$0.05 |
ZBH | Pay Day | Jul 31, 2026 | $0.24 |
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