PureMomentum's Factsheet • August 31, 2026
AUGUST
+2.07%
YEAR TO DATE
+17.44%
1 YEAR
+18.17%
ALL TIME
+41.59%
ANNUALIZED RETURN
+41.59%
TRACK RECORD
1.6 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
2,367
Assets Under Copy
$5M+
Risk Score
5
Type
Smart Portfolio
Copiers
2,367
Assets Under Copy
$5M+
Risk Score
5
Trades
Most Traded
+24Win Rate
Trade Stats
Average Profit: +9.33%
Average Duration: 58 days
Long Positions: 100%
Average Leverage: 1x
Trades during August 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 BUY TVTX | +15.39% | 1 month | 4 days ago | $56.7773 | $65.515 | -0.36% |
 BUY FRO | +25.18% | 3 months | 4 days ago | $34.85 | $43.6265 | +5.72% |
 BUY TXG | +25.35% | 1 month | 4 days ago | $48.32 | $60.5691 | +3.44% |
 BUY RVMD | +8.55% | 1 month | 4 days ago | $187.3 | $203.33 | +3.29% |
 BUY FTNT | +7.95% | 1 month | 4 days ago | $156.0936 | $168.5015 | -7.25% |
 BUY ASML | -7.51% | 2 months | 4 days ago | $1819.481 | $1682.905 | +1.9% |
 BUY PANW | +16.81% | 1 month | 4 days ago | $320.98 | $374.9437 | -11.12% |
 BUY ATI | +0.47% | 2 months | 4 days ago | $201.27 | $202.21 | +4.17% |
 BUY FTI | +11.75% | 1 month | 4 days ago | $68.72 | $76.8 | +3.96% |
 BUY VLO | +38.53% | 5 months | 4 days ago | $253.53 | $351.2 | +5.56% |
BUY PSX | +16.16% | 1 month | 4 days ago | $209.5 | $243.32 | +4.84% |
BUY PSX | +16.02% | 1 month | 4 days ago | $209.6551 | $243.2352 | +4.87% |
 BUY MRK | +14.84% | 1 month | 4 days ago | $128.8335 | $147.962 | +1.6% |
 BUY JNJ | +15.45% | 4 months | 4 days ago | $230.3426 | $265.9229 | +3.5% |
BUY OSCR | -5% | 1 month | 4 days ago | $31.3356 | $29.7682 | +8.34% |
BUY OSCR | -5.01% | 1 month | 4 days ago | $31.3389 | $29.7681 | +8.34% |
BUY OSCR | -4.71% | 1 month | 4 days ago | $31.2838 | $29.8106 | +8.18% |
BUY OSCR | -4.93% | 1 month | 4 days ago | $31.3213 | $29.7776 | +8.3% |
 BUY AGX | -23.25% | 1 month | 4 days ago | $552.88 | $424.36 | -1.5% |
 BUY ESLT | -9.84% | 1 month | 4 days ago | $776.44 | $700 | +0.47% |
 BUY KRYS | -4.24% | 1 month | 4 days ago | $368.76 | $353.12 | +1.45% |
BUY KRYS | -4.24% | 1 month | 4 days ago | $368.76 | $353.12 | +1.45% |
BUY TWST | +55.1% | 1 month | 4 days ago | $88.9544 | $137.9651 | -9.6% |
BUY TWST | +54.84% | 1 month | 4 days ago | $89.103 | $137.9664 | -9.6% |
BUY TWST | +55.91% | 1 month | 4 days ago | $88.9295 | $138.6504 | -10.05% |
BUY TWST | +55.12% | 1 month | 4 days ago | $89.103 | $138.2132 | -9.76% |
 BUY VIK | -15.9% | 1 month | 4 days ago | $103.5 | $87.04 | -1.41% |
BUY VIK | -15.9% | 1 month | 4 days ago | $103.49 | $87.04 | -1.41% |
 BUY WBD | +11.61% | 1 month | 4 days ago | $25.58 | $28.55 | -1.05% |
 BUY BNS | +6.54% | 2 months | 4 days ago | $86.36 | $92.01 | +1.97% |
 BUY CVE | +28.58% | 2 months | 4 days ago | $24.6779 | $31.73 | +2.02% |
 BUY IRDM | +2.03% | 1 month | 4 days ago | $45.87 | $46.8 | +0.88% |
BUY IRDM | +2% | 1 month | 4 days ago | $45.88 | $46.8 | +0.88% |
 BUY DDOG | -12.84% | 1 month | 4 days ago | $267.88 | $233.48 | -8.8% |
BUY DDOG | -12.87% | 1 month | 4 days ago | $267.898 | $233.4246 | -8.78% |
 BUY ASX | -10.3% | 3 months | 4 days ago | $41.0497 | $36.82 | +1.87% |
BUY ASX | +7.15% | 1 month | 4 days ago | $34.36 | $36.82 | +1.87% |
 BUY STX.US | +190.46% | 7 months | 4 days ago | $280.6401 | $815.13 | +4.19% |
BUY KLAC | -10.89% | 3 months | 4 days ago | $195.7607 | $174.44 | +6.4% |
BUY KLAC | -4.85% | 1 month | 4 days ago | $183.2901 | $174.4037 | +6.42% |
BUY LRCX | +87.7% | 10 months | 4 days ago | $159.8 | $299.9453 | +2.57% |
BUY LRCX | +0.4% | 1 month | 4 days ago | $298.8188 | $300.01 | +2.55% |
BUY AMAT | -8.39% | 1 month | 4 days ago | $495.8548 | $454.2648 | +0.1% |
BUY AMAT | +24.1% | 6 months | 4 days ago | $366.035 | $454.25 | +0.1% |
BUY SNEX | -27.13% | 2 months | 4 days ago | $92.5631 | $67.4549 | +2.97% |
BUY SNEX | -27.12% | 2 months | 4 days ago | $92.5505 | $67.4549 | +2.97% |
BUY SNEX | -26.92% | 2 months | 4 days ago | $92.4826 | $67.5927 | +2.76% |
BUY SNEX | -27.02% | 2 months | 4 days ago | $92.5505 | $67.5398 | +2.84% |
BUY SNEX | -11.11% | 1 month | 4 days ago | $76.2485 | $67.7759 | +2.48% |
BUY CVS | -10.79% | 1 month | 4 days ago | $104.97 | $93.64 | +3.31% |
BUY CVS | -10.75% | 1 month | 4 days ago | $104.91 | $93.63 | +3.32% |
 BUY CSCO | -7.56% | 2 months | 4 days ago | $119.1195 | $110.11 | -0.83% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.52% | Jul 2026 | - | 2 |
-12.75% | Mar 2026 | Apr 2026 | 1 |
-1.33% | Oct 2025 | Nov 2025 | 1 |
Performance Metrics
Score 6.7/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
6.74
6.74
-2
0
2
7
7
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
0
0.3
0.6
2
2
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
6.74
6.74
-2
0
2
7
7
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
0
0.3
0.6
2
2
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology24.72%
- ⛏️ Energy Minerals18.68%
- 💰 Finance13.94%
- 💻 Electronic Technology10.46%
- 🪨 Non Energy Minerals8.17%
- 🖥️ Technology Services5.51%
- 🚚 Transportation4.25%
- 🍞 Consumer Non Durables3.82%
- 📦 Distribution Services2.17%
- 🏭 Industrial Services2.07%
- 📡 Communications2.06%
- ⚡ Utilities2.04%
- 🛠️ Producer Manufacturing2.01%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE65.59%
- 🇺🇸 Nasdaq34.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.09%
- 🇨🇦 Canada6.06%
- 🇧🇷 Brazil4.24%
- 🇮🇱 Israel4.12%
- 🇧🇲 Bermuda3.99%
- 🇨🇾 Cyprus2.11%
- 🇬🇧 United Kingdom2.08%
- 🇨🇴 Colombia2.06%
- 🇦🇷 Argentina2.05%
- 🇱🇺 Luxembourg2.04%
- 🇳🇱 Netherlands2.04%
Dividends
Dividend Yield
1.34%
29 out of 49 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DHT (7.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DHT | 0.15% | 7.04% | $1.05 |
FRO | 0.14% | 6.79% | $2.17 |
 PBR.A | 0.11% | 5.26% | $2.21 |
 PBR | 0.1% | 4.78% | $1.73 |
 EC | 0.08% | 3.76% | $1.62 |
 HSBC | 0.07% | 3.48% | $3.03 |
 CNQ | 0.07% | 3.44% | $1.48 |
 TS | 0.06% | 3.15% | $1.2 |
 XOM | 0.05% | 2.56% | $3.76 |
 TD | 0.05% | 2.62% | $2.93 |
 SU | 0.05% | 2.52% | $1.59 |
MRK | 0.05% | 2.24% | $3.04 |
PSX | 0.04% | 1.96% | $4.3 |
JNJ | 0.04% | 1.9% | $4.81 |
 STT | 0.03% | 1.73% | $2.76 |
 RPRX | 0.03% | 1.42% | $0.82 |
 VIRT | 0.03% | 1.49% | $0.96 |
VLO | 0.03% | 1.26% | $4.18 |
 WELL.US | 0.03% | 1.25% | $2.44 |
 HPE | 0.02% | 1.07% | $0.51 |
 CAH | 0.02% | 0.83% | $2.01 |
 NUE | 0.02% | 0.85% | $2.13 |
 CAT | 0.02% | 0.76% | $5.31 |
 LLY | 0.01% | 0.58% | $4.86 |
 COKE | 0.01% | 0.53% | $2 |
 DELL | 0.01% | 0.44% | $1.63 |
ASML | 0.01% | 0.44% | $5.57 |
FTI | 0.01% | 0.25% | $0.2 |
 CRS | 0% | 0.17% | $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