PureMomentum's Factsheet • July 31, 2026
JULY
-14.52%
YEAR TO DATE
+15.05%
1 YEAR
+23.61%
ALL TIME
+38.72%
ANNUALIZED RETURN
+38.72%
TRACK RECORD
1.5 years
About PureMomentum
Pure Momentum is a systematic U.S.-equity growth portfolio that seeks to capture the momentum premium by investing only in stocks displaying strong, sustained price leadership. Each month it allocates up to 98 % of capital across 40–50 large- and mid-cap companies that meet strict liquidity criteria, aiming to deliver attractive risk-adjusted returns without the complexity of short selling or leverage.
The strategy screens all U.S. shares tradable on eToro, keeping those with market-capitalisation above USD 2.5 billion and average daily volume over 10 million shares. From this pool it selects the highest-ranked names according to eToro’s proprietary momentum score—derived from price action and anonymised client-flow data—and weights them equally to maintain diversification and avoid single-stock concentration.
Rebalance Frequency: Monthly
Minimum Investment: USD 2,000
The strategy screens all U.S. shares tradable on eToro, keeping those with market-capitalisation above USD 2.5 billion and average daily volume over 10 million shares. From this pool it selects the highest-ranked names according to eToro’s proprietary momentum score—derived from price action and anonymised client-flow data—and weights them equally to maintain diversification and avoid single-stock concentration.
Rebalance Frequency: Monthly
Minimum Investment: USD 2,000
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
2,475
Assets Under Copy
$5M+
Risk Score
5
Type
Smart Portfolio
Copiers
2,475
Assets Under Copy
$5M+
Risk Score
5
Trades
Most Traded
+30Win Rate
Trade Stats
Average Profit: -6.04%
Average Duration: 58 days
Long Positions: 100%
Average Leverage: 1x
Trades during July 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 BUY LQDA | +36.51% | 2 months | 24 days ago | $62.2441 | $84.97 | +4.01% |
 BUY BNS | +1.39% | 1 month | 24 days ago | $86.36 | $87.56 | -0.49% |
 BUY EC | +13.69% | 1 month | 24 days ago | $14.6281 | $16.63 | -1.92% |
BUY EC | +13.69% | 1 month | 24 days ago | $14.6281 | $16.63 | -1.92% |
 BUY CVE | +19.7% | 1 month | 24 days ago | $24.6779 | $29.54 | -2.74% |
 BUY RPRX | +8.01% | 2 months | 24 days ago | $54.6061 | $58.9815 | -2.55% |
 BUY TEVA | +1.72% | 1 month | 24 days ago | $34.2699 | $34.86 | -1.23% |
 BUY GSAT | -2.06% | 3 months | 24 days ago | $81.4656 | $79.8 | +4.87% |
BUY VLO | +20.89% | 4 months | 24 days ago | $253.53 | $306.49 | +0.17% |
 BUY CSCO | -4.95% | 1 month | 24 days ago | $119.1195 | $113.23 | +10% |
 BUY MOD | -39.15% | 1 month | 24 days ago | $282.16 | $171.71 | +17.47% |
BUY MOD | -39.15% | 1 month | 24 days ago | $282.91 | $172.14 | +17.18% |
 BUY VSH | -34.94% | 2 months | 24 days ago | $51.7254 | $33.65 | +15.45% |
BUY SMTC | -30.9% | 2 months | 24 days ago | $166.285 | $114.91 | +12.4% |
 BUY MTZ | -19.43% | 3 months | 24 days ago | $397.89 | $320.56 | -15.24% |
 BUY FRO | +10.01% | 2 months | 24 days ago | $34.9326 | $38.4296 | +1.41% |
BUY RPRX | +7.84% | 2 months | 24 days ago | $54.5652 | $58.8373 | -2.31% |
BUY GSAT | +0.58% | 1 month | 24 days ago | $79.2033 | $79.6566 | +5.06% |
 BUY ENLT | -4.49% | 1 month | 24 days ago | $89.4511 | $85.45 | +5.96% |
BUY VLO | +22.63% | 3 months | 24 days ago | $251.2205 | $308.0688 | -0.35% |
 BUY STM.US | -30.08% | 1 month | 24 days ago | $74.5585 | $52.13 | +4.01% |
BUY NOK | -41.34% | 2 months | 24 days ago | $15.53 | $9.11 | +8.89% |
BUY NOK | -28.32% | 3 months | 24 days ago | $12.71 | $9.11 | +8.89% |
BUY VSH | -35.45% | 2 months | 24 days ago | $51.8011 | $33.44 | +16.18% |
 BUY GOOGL | -11.98% | 3 months | 24 days ago | $377.9753 | $332.7001 | +14.55% |
 BUY POWL | +18.54% | 4 months | 24 days ago | $171.4217 | $203.2043 | +4.02% |
 BUY ONTO | -27.4% | 1 month | 24 days ago | $342.0699 | $248.34 | +15.81% |
BUY SMTC | -29.27% | 1 month | 24 days ago | $159.739 | $112.9751 | +14.33% |
BUY NOK | -34.36% | 1 month | 24 days ago | $13.88 | $9.11 | +8.89% |
 BUY SEI.US | -7.07% | 4 months | 24 days ago | $54.39 | $50.5437 | +14.59% |
BUY TTMI | -46.2% | 1 month | 24 days ago | $209.3865 | $112.6444 | +17.88% |
BUY GOOG | -11.36% | 3 months | 24 days ago | $374.6999 | $332.1211 | +13.96% |
 BUY NVT | -16.95% | 1 month | 24 days ago | $172.9715 | $143.6519 | +12.94% |
 BUY LSCC | -16.28% | 1 month | 24 days ago | $145.695 | $121.971 | +13.14% |
 BUY CGNX | -7.19% | 1 month | 24 days ago | $65.8 | $61.0672 | +17.12% |
BUY TTMI | -46.19% | 1 month | 24 days ago | $209.3449 | $112.6444 | +17.88% |
 BUY TD | -0.59% | 1 month | 24 days ago | $120.209 | $119.5003 | -0.09% |
 BUY AXSM | -5.03% | 1 month | 24 days ago | $240.89 | $228.77 | -7.26% |
BUY SQM | -8.27% | 1 month | 24 days ago | $73.545 | $67.4667 | +1.65% |
BUY SQM | -18.36% | 4 months | 24 days ago | $83.325 | $68.03 | +0.81% |
BUY AXSM | -5.31% | 1 month | 24 days ago | $241.2152 | $228.4004 | -7.11% |
BUY SEI.US | -6.57% | 4 months | 24 days ago | $54.34 | $50.77 | +14.08% |
 BUY GLW | -16.01% | 4 months | 24 days ago | $156.22 | $131.211 | +21.13% |
BUY STM.US | -29.96% | 1 month | 24 days ago | $74.5399 | $52.2071 | +3.86% |
BUY SMTC | -31.72% | 2 months | 24 days ago | $166.5015 | $113.6862 | +13.61% |
BUY NVT | -17.01% | 1 month | 24 days ago | $173.06 | $143.6138 | +12.97% |
 BUY VRT | -28.07% | 2 months | 24 days ago | $319.9639 | $230.1339 | +17.29% |
BUY ATRO | -23.56% | 1 month | 24 days ago | $87.452 | $66.8495 | +13.06% |
BUY TTMI | -45.79% | 1 month | 24 days ago | $209.1958 | $113.4143 | +17.08% |
BUY CGNX | -6.85% | 1 month | 24 days ago | $65.7999 | $61.29 | +16.69% |
BUY ARWR | +7.46% | 1 month | 24 days ago | $80.4783 | $86.4818 | +3.59% |
BUY ATRO | -24.14% | 1 month | 24 days ago | $88.0652 | $66.803 | +13.14% |
 BUY ON | -29.74% | 1 month | 24 days ago | $118.9876 | $83.6 | -4.78% |
 BUY STLD | +1.43% | 1 month | 24 days ago | $249.115 | $252.6657 | +4.88% |
 BUY AMKR | -33.47% | 2 months | 24 days ago | $71.9345 | $47.8601 | +16.74% |
BUY LSCC | -16.06% | 1 month | 24 days ago | $145.8799 | $122.4469 | +12.7% |
BUY ARWR | +7.49% | 1 month | 24 days ago | $80.4783 | $86.503 | +3.57% |
BUY SQM | -26.17% | 3 months | 24 days ago | $91.904 | $67.8541 | +1.07% |
BUY TTMI | -45.94% | 1 month | 24 days ago | $209.3865 | $113.1963 | +17.31% |
BUY ARWR | +7.45% | 1 month | 24 days ago | $80.4902 | $86.4908 | +3.58% |
BUY AMKR | -33.41% | 2 months | 24 days ago | $71.9377 | $47.9046 | +16.63% |
BUY GOOG | -2.5% | 1 month | 24 days ago | $340.72 | $332.1855 | +13.94% |
BUY VRT | -8.91% | 4 months | 24 days ago | $252.6599 | $230.1516 | +17.28% |
 BUY FORM | -30.96% | 1 month | 24 days ago | $148.99 | $102.86 | +16.96% |
BUY GOOGL | -2.49% | 1 month | 24 days ago | $341.1238 | $332.6359 | +14.57% |
BUY ATRO | -23.5% | 1 month | 24 days ago | $87.6546 | $67.0512 | +12.72% |
BUY FORM | -30.89% | 1 month | 24 days ago | $149.1133 | $103.0459 | +16.74% |
BUY ARWR | +7.91% | 1 month | 24 days ago | $80.27 | $86.6239 | +3.42% |
BUY ON | -29.57% | 1 month | 24 days ago | $118.8899 | $83.7303 | -4.93% |
BUY STLD | +1.3% | 1 month | 24 days ago | $249.292 | $252.5263 | +4.94% |
BUY ONTO | -27.17% | 1 month | 24 days ago | $341.9521 | $249.0501 | +15.48% |
 BUY WDC | +529.26% | 11 months | 24 days ago | $84.35 | $530.7865 | +2.81% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.52% | Jul 2026 | - | 1 |
-12.75% | Mar 2026 | Apr 2026 | 1 |
-1.33% | Oct 2025 | Nov 2025 | 1 |
Performance Metrics
Score 6.7/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
8.43
8.43
-2
0
2
9
9
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
2.32
2.32
0
0.75
1.25
3
3
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.79
1.79
0
0.3
0.6
2
2
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
8.43
8.43
-2
0
2
9
9
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
2.32
2.32
0
0.75
1.25
3
3
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.79
1.79
0
0.3
0.6
2
2
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology22.64%
- 💻 Electronic Technology14.95%
- ⛏️ Energy Minerals9.91%
- 🪨 Non Energy Minerals6.76%
- 🖥️ Technology Services6.73%
- 🛠️ Producer Manufacturing6.5%
- 💰 Finance6.11%
- 📡 Communications4.31%
- 💇♀️ Consumer Services4.11%
- 🍞 Consumer Non Durables3.92%
- 🏭 Industrial Services3.26%
- ⚡ Utilities2.24%
- 🚚 Transportation2.09%
- 📦 Distribution Services2.04%
- 🛍️ Retail Trade2%
- 🏥 Health Services1.96%
- 💵 Cash0.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.02%
- 🇺🇸 NYSE49.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.6%
- 🇮🇱 Israel6.45%
- 🇨🇦 Canada3.98%
- 🇹🇼 Taiwan2.28%
- 🇳🇱 Netherlands2.16%
- 🇧🇲 Bermuda2.1%
- 🇨🇾 Cyprus2.09%
- 🇨🇴 Colombia1.98%
- 🇸🇬 Singapore1.9%
Dividends
Dividend Yield
0.84%
28 out of 48 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FRO (7.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
FRO | 0.15% | 7.17% | $2.17 |
BNS | 0.07% | 3.73% | $3.09 |
EC | 0.07% | 3.7% | $1.62 |
 CVS | 0.06% | 2.86% | $2.54 |
 XOM | 0.05% | 2.47% | $3.76 |
 JNJ | 0.05% | 1.94% | $4.81 |
 MRK | 0.04% | 2.2% | $3.04 |
 PSX | 0.04% | 2.06% | $4.3 |
CVE | 0.04% | 1.78% | $0.44 |
CSCO | 0.03% | 1.5% | $1.58 |
RPRX | 0.03% | 1.48% | $0.82 |
VLO | 0.03% | 1.34% | $4.18 |
 IRDM | 0.02% | 0.92% | $0.53 |
 NUE | 0.02% | 0.92% | $2.13 |
 ASX | 0.02% | 0.85% | $0.23 |
 CAH | 0.02% | 0.89% | $2.01 |
 CAT | 0.02% | 0.74% | $5.31 |
 LLY | 0.01% | 0.53% | $4.86 |
 ESLT | 0.01% | 0.47% | - |
 COKE | 0.01% | 0.53% | $2 |
 KLAC | 0.01% | 0.43% | $5.65 |
 ASML | 0.01% | 0.42% | $5.57 |
 AMAT | 0.01% | 0.4% | $1.44 |
 LRCX | 0.01% | 0.33% | $8 |
 STX.US | 0.01% | 0.35% | $2.8 |
 FTI | 0.01% | 0.26% | $0.2 |
 AGX | 0% | 0.4% | $1.15 |
 CRS | 0% | 0.16% | $0.8 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
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