TomasFromboldR's Factsheet • February 28, 2026

TomasFromboldR avatar
TomasFromboldR
🇨🇱 Stock and ETF Value Investor.
49 copiers.
FEBRUARY
-3.57%
YEAR TO DATE
-3.43%
1 YEAR
+16.46%
ALL TIME
+97.93%
ANNUALIZED RETURN
+16.38%
TRACK RECORD
4.7 years

About TomasFromboldR

Age: 31
📍 Santiago, Chile 🇨🇱

🔹️Background

Currently working as a Product Manager in a high tech.
Former SAP Senior Consultant in Financial Accounting at a technology consulting firm and a big four.

Additionally, as an independent professional, I work as an investment advisor, freelance consultant, and on real estate projects.

🔹️Education

▪️ Civil Engineer (UDD CL)
▪️ SAP Certified Application Associate in Financial Accounting S/4 HANA (SAP CL)
▪️ Master’s in Finance & Investments (ESE)
▪️ 7+ years of investing experience

🔹️Investing Strategy

▪️ Long-term equity investor (stocks and ETFs)
▪️ Value Investing mixed with economic cycle analysis
▪️ Risk management (3-4, rarely 5)
▪️ Avoiding leverage and short positions

Constantly analyzing politics, economics, ER’s, and big investors moves. The goal is to outperform the SP500 and the MSCI World Index, seeking for 15%+ AAR.

🔹️Copy Recommendations

Copy for a minimum of $300 for at least 6 months.


    Popular Investor Stats

    Level

    Champion

    Copiers

    49

    Assets Under Copy

    $50K-$100K

    Risk Score

    4

    Trades

    No trades during this period.

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -28.67%
      		Sep 2021Jun 202321
      -10.62%
      		Oct 2024Feb 20254
      -5.57%
      		Aug 2023Nov 20233
      -5.04%
      		Mar 2025Jun 20253
      -4.35%
      		Dec 2025-3
      -2.83%
      		Aug 2024Sep 20241
      -1.06%
      		Jan 2024Feb 20241

      Performance Metrics

      Score 6.5/10

      Beta

      0.79
      0.79
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      0.64
      0.64
      0
      0.5
      1
      1.5
      1.5

      Sortino Ratio

      1.27
      1.27
      0
      1
      2
      3
      3

      Jensen's Alpha

      7.58
      7.58
      -2
      0
      2
      8
      8

      Omega Ratio

      1.3
      1.3
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      1.43
      1.43
      0
      0.75
      1.25
      2
      2

      Information Ratio

      0.32
      0.32
      0
      0.3
      0.6
      1
      1

      Calmar Ratio

      0.56
      0.56
      0
      0.3
      0.6
      1
      1

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 🖥️ Technology Services
        40.64%
      • 📊 ETFs
        27.69%
      • 🛍️ Retail Trade
        23.51%
      • 💻 Electronic Technology
        4.43%
      • 💰 Finance
        3.72%
      • 💵 Cash
        0.02%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇺🇸 Nasdaq
        50.24%
      • 🇺🇸 NYSE
        33%
      • 🇭🇰 Hong Kong Exchanges
        13.81%
      • 🇺🇸 Chicago Board Options Exchange
        2.93%

      Countries Breakdown

      • Country
      • Total
      • 🇺🇸 United States
        32.14%
      • 🇨🇳 China
        19.25%
      • 🇮🇪 Ireland
        17.91%
      • 🇹🇼 Taiwan
        3%

      Dividends

      Dividend Yield

      0.4%

      11 out of 20 instruments pay dividend.

      0 dividend payments in the next 30 days.

      Highest Dividend: $QFIN (9.56%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      0700.HK
      0700.HK
      0.1%
      0.9%
      $3.4
      MSFT
      MSFT
      0.07%
      0.86%
      $3
      QFIN
      QFIN
      0.06%
      9.56%
      $1.06
      JD.US
      JD.US
      0.04%
      3.93%
      $0.74
      GOOG
      GOOG
      0.04%
      0.28%
      $0.2
      TSM
      TSM
      0.02%
      0.78%
      $1.74
      9988.HK
      9988.HK
      0.02%
      0.81%
      $0.98
      BABA
      BABA
      0.02%
      0.79%
      $0.98
      META
      META
      0.01%
      0.32%
      $1
      AAPL
      AAPL
      0.01%
      0.4%
      $0.97
      9618.HK
      9618.HK
      0%
      4%
      $2.97

      Next Dividends

      Stock
      Type
      Date
      Pay Per Share

      Portfolio Holdings

      (As of February 28, 2026)

      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