SectorNeutral's Factsheet • August 31, 2026
AUGUST
-1.38%
YEAR TO DATE
-0.36%
1 YEAR
-0.96%
ALL TIME
+7.23%
ANNUALIZED RETURN
+3.55%
TRACK RECORD
2.6 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
10
Assets Under Copy
$50K-$100K
Risk Score
3
Type
Smart Portfolio
Copiers
10
Assets Under Copy
$50K-$100K
Risk Score
3
Trades
Most Traded
+36Win Rate
Trade Stats
Average Profit: +2.14%
Average Duration: 54 days
Long Positions: 46%
Average Leverage: 1x
Trades during August 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 SELL RHI | -50.93% | 2 months | 1 month ago | $29.69 | $44.81 | -4.98% |
 SELL SE | -50.57% | 3 months | 1 month ago | $85.01 | $128 | -12.43% |
 SELL ELF | -50.12% | 3 months | 1 month ago | $61.36 | $92.11 | +19.06% |
 BUY TWST | +50.73% | 2 months | 1 month ago | $64.73 | $97.57 | +27.83% |
 BUY NU | +10.02% | 2 months | 1 month ago | $12.98 | $14.28 | +7.63% |
 SELL NVO | -19.28% | 5 months | 1 month ago | $38.79 | $46.27 | +0.71% |
 BUY GOOGL | +3.72% | 1 month | 1 month ago | $355.16 | $368.37 | -8.12% |
SELL CZR | -6.33% | 3 months | 1 month ago | $27.96 | $29.73 | -0.17% |
SELL FVRR | +7.98% | 3 months | 1 month ago | $10.4 | $9.57 | -3.34% |
 SELL TTD | +4.2% | 1 month | 1 month ago | $19.26 | $18.45 | -21.79% |
 SELL NCLH | -5.64% | 2 months | 1 month ago | $18.08 | $19.1 | -18.48% |
 BUY TEVA | -2.09% | 2 months | 1 month ago | $34.55 | $33.83 | +7.48% |
 BUY O | +0.02% | 1 month | 1 month ago | $63.37 | $63.38 | -3.36% |
 BUY NVS | +5.9% | 2 months | 1 month ago | $145.19 | $153.74 | +4.07% |
 SELL WAT | -0.24% | 1 month | 1 month ago | $376.51 | $377.42 | +8.47% |
 BUY AMAT | +13.93% | 2 months | 1 month ago | $449.09 | $511.62 | -11.12% |
 BUY CVS | +15.1% | 2 months | 1 month ago | $91.08 | $104.83 | -7.72% |
 SELL COST | -0.7% | 1 month | 1 month ago | $944.42 | $951.06 | -3.71% |
 BUY JD.US | +13.21% | 2 months | 1 month ago | $29.14 | $32.99 | -14.34% |
 BUY ENS.US | -11.05% | 1 month | 1 month ago | $212.9 | $189.35 | -3.93% |
BUY BABA | +2.32% | 2 months | 1 month ago | $125.37 | $128.28 | -11.72% |
BUY V | +13.49% | 2 months | 1 month ago | $323.79 | $367.46 | +2.07% |
 BUY META | +0.2% | 1 month | 1 month ago | $586.94 | $588.09 | +4.88% |
SELL UPST | +8.8% | 3 months | 1 month ago | $31.82 | $29.02 | -3.34% |
BUY NU | +4.62% | 1 month | 1 month ago | $13.63 | $14.26 | +7.78% |
SELL NVO | -4.92% | 3 months | 1 month ago | $44.09 | $46.26 | +0.73% |
SELL CZR | +1.72% | 1 month | 1 month ago | $30.25 | $29.73 | -0.17% |
SELL CZR | -2.27% | 2 months | 1 month ago | $29.07 | $29.73 | -0.17% |
SELL QFIN | -2.23% | 3 months | 1 month ago | $13.45 | $13.75 | -34.11% |
SELL NCLH | +4.79% | 1 month | 1 month ago | $20.06 | $19.1 | -18.48% |
 SELL KKR | -10.44% | 1 month | 1 month ago | $93.95 | $103.76 | +3.83% |
BUY CVS | +0.31% | 1 month | 1 month ago | $104.56 | $104.88 | -7.76% |
BUY JD.US | +25.28% | 1 month | 1 month ago | $26.34 | $33 | -14.36% |
BUY BABA | +33.98% | 1 month | 1 month ago | $95.75 | $128.29 | -11.73% |
BUY V | +2.33% | 1 month | 1 month ago | $359.27 | $367.64 | +2.02% |
 BUY MSFT | +24.84% | 1 month | 1 month ago | $389.05 | $485.69 | +2.88% |
 SELL CELH | +14.12% | 3 months | 1 month ago | $33.92 | $29.13 | +5.25% |
SELL UPST | +13.51% | 2 months | 1 month ago | $33.54 | $29.01 | -3.31% |
 SELL MKSI | +17.23% | 1 month | 1 month ago | $371.83 | $307.75 | -15.42% |
SELL QFIN | +17.58% | 2 months | 1 month ago | $16.72 | $13.78 | -34.25% |
 SELL PRCT | +15.3% | 1 month | 1 month ago | $21.5 | $18.21 | +24.99% |
SELL UPST | +17.78% | 1 month | 1 month ago | $35.29 | $29.02 | -3.34% |
SELL CELH | +12.9% | 1 month | 1 month ago | $33.43 | $29.12 | +5.29% |
SELL QFIN | +11.37% | 1 month | 1 month ago | $15.55 | $13.78 | -34.25% |
SELL FVRR | +11.73% | 1 month | 1 month ago | $10.83 | $9.56 | -3.24% |
SELL FVRR | +12.94% | 2 months | 1 month ago | $10.97 | $9.55 | -3.14% |
 BUY VERA | -14.44% | 1 month | 1 month ago | $37.18 | $31.81 | +12.83% |
 SELL EVH | +42.83% | 1 month | 1 month ago | $5.65 | $3.23 | +33.75% |
 BUY WBD | -0.98% | 1 month | 1 month ago | $26.56 | $26.3 | +7.41% |
 BUY PAGS | +5.49% | 1 month | 1 month ago | $9.1 | $9.6 | +1.35% |
BUY WBD | -3.02% | 2 months | 1 month ago | $27.12 | $26.3 | +7.41% |
SELL IIPR | -2.73% | 2 months | 1 month ago | $57.24 | $58.8 | -2.72% |
SELL IIPR | +7.14% | 1 month | 1 month ago | $63.32 | $58.8 | -2.72% |
 BUY MOD | -29.65% | 2 months | 1 month ago | $288 | $202.62 | -3.93% |
SELL IIPR | -6.37% | 5 months | 1 month ago | $55.28 | $58.8 | -2.72% |
BUY MOD | -14.92% | 1 month | 1 month ago | $238.14 | $202.62 | -3.93% |
 BUY VKTX | -14.9% | 1 month | 1 month ago | $37.73 | $32.11 | +8.6% |
 SELL ROOT | +6.5% | 1 month | 1 month ago | $59.58 | $55.71 | +1.58% |
 BUY PHIN | +1.62% | 1 month | 1 month ago | $75.31 | $76.53 | -9.79% |
 SELL WIX | -12.91% | 1 month | 1 month ago | $49.57 | $55.97 | +36.16% |
 BUY MU | -20.01% | 2 months | 1 month ago | $1023.39 | $818.62 | +24.18% |
 BUY WDC | -3.72% | 2 months | 1 month ago | $541.57 | $521.41 | -10.35% |
 BUY WU | -18.97% | 1 month | 1 month ago | $7.96 | $6.45 | +11.32% |
SELL INTC | +16.81% | 2 months | 1 month ago | $108.15 | $89.97 | +6.48% |
SELL INTC | +26.46% | 1 month | 1 month ago | $122.34 | $89.97 | +6.48% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.2% | May 2025 | - | 16 |
-2.03% | Jul 2024 | Aug 2024 | 1 |
-1.96% | Apr 2024 | Jun 2024 | 2 |
-1.92% | Dec 2024 | Apr 2025 | 4 |
Performance Metrics
Score 2.7/10
Beta
0.08
0.08
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.29
-0.29
-1
1
2
3
3
Jensen's Alpha
-2.16
-2.16
-3
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-1.31
-1.31
-2
0.75
1.25
2
2
Information Ratio
-1.13
-1.13
-2
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.08
0.08
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.29
-0.29
-1
1
2
3
3
Jensen's Alpha
-2.16
-2.16
-3
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-1.31
-1.31
-2
0.75
1.25
2
2
Information Ratio
-1.13
-1.13
-2
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 💼 Commercial Services26.44%
- 💰 Finance22.29%
- 🍞 Consumer Non Durables10.77%
- 🛍️ Retail Trade8.67%
- 🖥️ Technology Services7.83%
- 💻 Electronic Technology6.38%
- 💇♀️ Consumer Services4.85%
- 💵 Cash4.74%
- 🛠️ Producer Manufacturing3.98%
- 🧬 Health Technology3.96%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.79%
- 🇺🇸 Nasdaq42.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.83%
- 🇧🇷 Brazil7.68%
- 🇨🇳 China7.05%
- 🇮🇱 Israel3.12%
- 🇸🇬 Singapore1.92%
- 🇨🇭 Switzerland1.52%
- 🇹🇼 Taiwan1.15%
- 🇬🇧 United Kingdom1.02%
- 🇩🇰 Denmark0.99%
- 🇺🇾 Uruguay0.87%
Dividends
Dividend Yield
-0.41%
33 out of 66 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AGNC (14.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGNC | 0.31% | 14.44% | $1.44 |
 BTI | 0.06% | 5.93% | $2.92 |
 PEP | 0.05% | 4.43% | $5.15 |
 NSSC | 0.04% | 1.62% | $0.28 |
 EQIX | 0.04% | 1.88% | $16.19 |
JD.US | 0.04% | 3.62% | $0.74 |
 MSCI | 0.04% | 1.38% | $5.96 |
CVS | 0.03% | 3.05% | $2.54 |
 PG | 0.03% | 2.93% | $3.83 |
 PM | 0.03% | 3.14% | $5.2 |
V | 0.02% | 0.71% | $2.01 |
NVS | 0.01% | 2.19% | $3.2 |
BABA | 0.01% | 0.88% | $0.98 |
MSFT | 0.01% | 0.72% | $3 |
 TSM | 0.01% | 0.68% | $1.74 |
 COKE | 0.01% | 0.53% | $2 |
ENS.US | 0% | 0.59% | $0.9 |
META | 0% | 0.28% | $1 |
 STX.US | 0% | 0.34% | $2.8 |
GOOGL | 0% | 0.24% | $0.2 |
AMAT | 0% | 0.43% | $1.44 |
 VRT | 0% | 0.09% | $0.06 |
 JBL | 0% | 0.11% | $0.32 |
PAGS | 0% | 0% | - |
COST | -0.01% | -0.62% | $-19.22 |
KKR | -0.02% | -0.76% | $-0.67 |
 PYPL | -0.02% | -0.8% | - |
NVO | -0.03% | -3.09% | $-0.98 |
 MAN | -0.07% | -2.55% | $-3.01 |
O | -0.14% | -5.7% | $-3.09 |
RHI | -0.18% | -6.39% | $-2.02 |
IIPR | -0.31% | -13.53% | $-7.34 |
QFIN | -0.4% | -19.17% | $-1.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
STX.US | Ex-Dividend | Sep 24, 2026 | $0.74 |
PM | Ex-Dividend | Sep 25, 2026 | $1.47 |
META | Pay Day | Sep 28, 2026 | $0.53 |
IIPR | Ex-Dividend | Sep 30, 2026 | -$1.90 |
AGNC | Ex-Dividend | Oct 1, 2026 | $0.12 |
O | Ex-Dividend | Oct 1, 2026 | -$0.27 |
BTI | Ex-Dividend | Oct 10, 2026 | $0.83 |
CVS | Ex-Dividend | Oct 23, 2026 | $0.67 |
PG | Ex-Dividend | Oct 24, 2026 | $1.09 |
COST | Ex-Dividend | Oct 24, 2026 | -$1.47 |
COKE | Ex-Dividend | Oct 24, 2026 | $0.25 |
KKR | Ex-Dividend | Nov 10, 2026 | -$0.20 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
JBL | Ex-Dividend | Nov 14, 2026 | $0.08 |
MSCI | Ex-Dividend | Nov 14, 2026 | $2.05 |
EQIX | Ex-Dividend | Nov 19, 2026 | $5.16 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
AMAT | Ex-Dividend | Nov 20, 2026 | $0.53 |
RHI | Ex-Dividend | Nov 25, 2026 | -$0.59 |
MAN | Ex-Dividend | Dec 1, 2026 | -$0.72 |
PEP | Ex-Dividend | Dec 4, 2026 | $1.48 |
PYPL | Ex-Dividend | Dec 4, 2026 | -$0.14 |
GOOGL | Ex-Dividend | Dec 4, 2026 | $0.22 |
NSSC | Ex-Dividend | Dec 11, 2026 | $0.15 |
VRT | Ex-Dividend | Dec 14, 2026 | $0.06 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
PAGS | Ex-Dividend | Dec 16, 2026 | $0.00 |
ENS.US | Ex-Dividend | Dec 18, 2026 | $0.26 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
NVO | Ex-Dividend | Feb 17, 2027 | -$1.22 |
QFIN | Ex-Dividend | Mar 9, 2027 | -$0.78 |
NVS | Ex-Dividend | Mar 11, 2027 | $4.74 |
JD.US | Ex-Dividend | Apr 9, 2027 | $1.00 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
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