JUNE
+0.34%
YEAR TO DATE
-7.15%
1 YEAR
+0.92%
5 YEARS
+43.69%
ANNUALIZED RETURN
+13.12%
TRACK RECORD
8.9 years
About SharpTraders
SharpTraders investment strategy bundles investors with yearly average risk scores ranging from 2 to 7 in a descending rate. It is rebalanced quarterly and comprises only investors with high sharpe ratio results and significant gains.
On every quarterly rebalance, each trader in the portfolio is set a 5% stop-loss to prevent large drawdowns.
If stop losses are triggered during the quarter, the proceeds can be reallocated in Short-duration U.S Treasury ETFs, depending on market conditions, until next quarterly rebalance.
The rebalance process requires the closing of all existing investments within the Smart Portfolio’s and the reinvestment of funds in new positions.
The minimum investment is $5,000.
Kindly note that no action is required on your behalf. The new allocation and asset weight will be automatically adjusted in your portfolio.
On every quarterly rebalance, each trader in the portfolio is set a 5% stop-loss to prevent large drawdowns.
If stop losses are triggered during the quarter, the proceeds can be reallocated in Short-duration U.S Treasury ETFs, depending on market conditions, until next quarterly rebalance.
The rebalance process requires the closing of all existing investments within the Smart Portfolio’s and the reinvestment of funds in new positions.
The minimum investment is $5,000.
Kindly note that no action is required on your behalf. The new allocation and asset weight will be automatically adjusted in your portfolio.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
435
Assets Under Copy
$2M-$5M
Risk Score
1
Type
Smart Portfolio
Copiers
435
Assets Under Copy
$2M-$5M
Risk Score
1
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.69% | Nov 2021 | Mar 2023 | 16 |
-8.67% | Apr 2024 | Nov 2024 | 7 |
-8.09% | Dec 2024 | - | 7 |
-6.68% | Aug 2023 | Dec 2023 | 4 |
-6.5% | Feb 2020 | Apr 2020 | 2 |
-5.98% | Jun 2018 | Feb 2019 | 8 |
-4.67% | Sep 2020 | Nov 2020 | 2 |
-3.83% | May 2019 | Nov 2019 | 6 |
-3.06% | May 2021 | Oct 2021 | 5 |
-3.04% | Feb 2018 | Apr 2018 | 2 |
-1.28% | Apr 2023 | Jun 2023 | 2 |
-0.87% | Oct 2016 | Jan 2017 | 3 |
-0.43% | Sep 2017 | Oct 2017 | 1 |
-0.31% | Jul 2017 | Aug 2017 | 1 |
-0.21% | Mar 2021 | Apr 2021 | 1 |
Performance Metrics
Score 7/10
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
5.6
5.6
-2
0
2
6
6
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
5.6
5.6
-2
0
2
6
6
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading99.85%
- 💵 Cash0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.54%
- 🇺🇸 NYSE14.15%
- 🌍 Digital Currency11.01%
- 🇬🇧 LSE10.75%
- 🇩🇪 FRA7.33%
- 🇮🇹 Borsa Italiana4.34%
- 🇪🇸 Bolsa De Madrid3.16%
- 🇫🇷 Euronext Paris1.6%
- 🇭🇰 Hong Kong Exchanges1.36%
- 🇳🇴 Oslo Stock Exchange0.59%
- 🇫🇮 Helsinki Stock Exchange0.35%
- 🇳🇱 Euronext Amsterdam0.33%
- 🌍 Commodity0.25%
- 🇧🇪 Euronext Brussels0.24%
- 🇨🇭 SIX0.23%
- 🇩🇪 Xetra ETFs0.07%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.2%
- 🇬🇧 United Kingdom10.46%
- 🇩🇪 Germany7.52%
- 🇮🇹 Italy4.34%
- 🇳🇱 Netherlands3.35%
- 🇪🇸 Spain3.16%
- 🇨🇳 China2.56%
- 🇫🇷 France1.38%
- 🇮🇱 Israel0.82%
- 🇹🇼 Taiwan0.64%
- 🇳🇴 Norway0.59%
- 🇮🇪 Ireland0.58%
- 🇺🇾 Uruguay0.49%
- 🇨🇭 Switzerland0.44%
- 🇸🇬 Singapore0.35%
- 🇫🇮 Finland0.35%
- 🇱🇺 Luxembourg0.3%
- 🇧🇪 Belgium0.24%
- 🇨🇦 Canada0.22%
- 🇩🇰 Denmark0.15%
- 🇸🇪 Sweden0.02%
Dividends
Dividend Yield
1.17%
20 out of 20 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: frap87 (4.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
frap87 | 0.21% | 4.13% | - |
Ervin937 | 0.17% | 3.4% | - |
 Helont | 0.15% | 3.01% | - |
Morganlfc77 | 0.09% | 1.88% | - |
martingavenciak | 0.09% | 1.76% | - |
 Finanzkasper | 0.06% | 1.27% | - |
rehmans1 | 0.04% | 0.9% | - |
msegura | 0.04% | 0.89% | - |
andresxian | 0.04% | 0.88% | - |
Rickscooby | 0.04% | 0.87% | - |
 iriearne | 0.04% | 0.79% | - |
 GiuseppeArgenti | 0.04% | 0.76% | - |
LoganKnox | 0.04% | 0.72% | - |
TudorPetremarin | 0.03% | 0.6% | - |
CHMHasan | 0.03% | 0.6% | - |
Serwxjkogfr83 | 0.03% | 0.51% | - |
diletta2018 | 0.02% | 0.42% | - |
peter_web | 0% | 0.04% | - |
Pidjy89 | 0% | 0.02% | - |
Pietromariani | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 HOT.DE (Finanzkasper) | Pay Day | Jul 7, 2025 | $5.46 |
 GE (Morganlfc77) | Ex-Dividend | Jul 7, 2025 | $0.36 |
 IDR.MC (andresxian) | Ex-Dividend | Jul 8, 2025 | $0.26 |
 CRM (GiuseppeArgenti) | Pay Day | Jul 10, 2025 | $0.42 |
IDR.MC (andresxian) | Pay Day | Jul 10, 2025 | $0.26 |
 BABA (diletta2018) | Pay Day | Jul 10, 2025 | $1.05 |
BABA (peter_web) | Pay Day | Jul 10, 2025 | $1.05 |
BABA (rehmans1) | Pay Day | Jul 10, 2025 | $1.05 |
BABA (frap87) | Pay Day | Jul 10, 2025 | $1.05 |
 OXY (andresxian) | Pay Day | Jul 15, 2025 | $0.24 |
 BYD (Morganlfc77) | Pay Day | Jul 15, 2025 | $0.18 |
 GEV (Morganlfc77) | Ex-Dividend | Jul 21, 2025 | $0.25 |
 DELL (Morganlfc77) | Ex-Dividend | Jul 22, 2025 | $0.52 |
 DIS (Pidjy89) | Pay Day | Jul 23, 2025 | $0.50 |
 PFE (Ervin937) | Ex-Dividend | Jul 25, 2025 | $0.43 |
GE (Morganlfc77) | Pay Day | Jul 25, 2025 | $0.36 |
 GEHC (Morganlfc77) | Ex-Dividend | Jul 25, 2025 | $0.04 |
DELL (Morganlfc77) | Pay Day | Aug 1, 2025 | $0.52 |
GEHC (Morganlfc77) | Pay Day | Aug 15, 2025 | $0.04 |
 LLY (LoganKnox) | Ex-Dividend | Aug 15, 2025 | $1.50 |
GEV (Morganlfc77) | Pay Day | Aug 18, 2025 | $0.25 |
 BG (LoganKnox) | Ex-Dividend | Aug 19, 2025 | $0.70 |
 AMAT (GiuseppeArgenti) | Ex-Dividend | Aug 21, 2025 | $0.46 |
 MSFT (rehmans1) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (iriearne) | Ex-Dividend | Aug 21, 2025 | $0.83 |
PFE (Ervin937) | Pay Day | Sep 2, 2025 | $0.43 |
BG (LoganKnox) | Pay Day | Sep 2, 2025 | $0.70 |
LLY (LoganKnox) | Pay Day | Sep 10, 2025 | $1.50 |
AMAT (GiuseppeArgenti) | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (rehmans1) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (iriearne) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (GiuseppeArgenti) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (Morganlfc77) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (iriearne) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 TTE.PA (Rickscooby) | Ex-Dividend | Oct 1, 2025 | $0.97 |
TTE.PA (Rickscooby) | Pay Day | Oct 3, 2025 | $0.97 |
TSM (GiuseppeArgenti) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (Morganlfc77) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (iriearne) | Pay Day | Oct 9, 2025 | $0.82 |
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