steveli1029's Factsheet • November 30, 2025
NOVEMBER
-9.4%
YEAR TO DATE
+28.7%
1 YEAR
+28.7%
5 YEARS
+453.46%
ANNUALIZED RETURN
+35.99%
TRACK RECORD
8.6 years
About steveli1029
5 YEARS +600%
ANNUALIZED RETURN +30%
TRACK RECORD 8 years
2025🏅#1 Taiwan Asia #19 eToro
📖 英國特許證券與投資協會
CISI Level 4 Certificate in International Advanced Wealth Management
投資原則：不使用槓桿，長期投資，專注於資產配置，用心於不交易
建議
- 最低USD 1000元，可複製所有交易
- 複製 3 年以上以獲得最佳收益
在2017年與2018年時，我在eToro這個平台買進數位貨幣並長期持有， 也因為90%以上是數位貨幣所以績效損益相當劇烈。但因為許多人反應想要做資產配置跟單，所以從2019開始調整成無槓桿80%股票+20%數位貨幣。
從1997年至今，財富管理經驗近30年，管理資產間接直接超過20億，實務經驗橫跨國內外股票，期貨，保險，基金，證券，選擇權，ETF，債券，稅務，講座經驗超過500場，最大型超過500人，工商時報、錢雜誌、獨家報導專欄，非凡、超視、中華財經、澳亞衛視特約來賓，文化大學推廣教育部講師，漢聲廣播電台理財節目特約來賓。
自媒體相關
【Blog-李紹鋒的悠閒理財學】
https://stevelichoice.com/
【FB】
https://www.facebook.com/profile.php?id=61550542176536
【IG】
https://www.instagram.com/stevelichoice/
【Threads】
https://www.threads.net/@stevelichoice
【TikTok】
https://www.tiktok.com/@steveli.choice
ANNUALIZED RETURN +30%
TRACK RECORD 8 years
2025🏅#1 Taiwan Asia #19 eToro
📖 英國特許證券與投資協會
CISI Level 4 Certificate in International Advanced Wealth Management
投資原則：不使用槓桿，長期投資，專注於資產配置，用心於不交易
建議
- 最低USD 1000元，可複製所有交易
- 複製 3 年以上以獲得最佳收益
在2017年與2018年時，我在eToro這個平台買進數位貨幣並長期持有， 也因為90%以上是數位貨幣所以績效損益相當劇烈。但因為許多人反應想要做資產配置跟單，所以從2019開始調整成無槓桿80%股票+20%數位貨幣。
從1997年至今，財富管理經驗近30年，管理資產間接直接超過20億，實務經驗橫跨國內外股票，期貨，保險，基金，證券，選擇權，ETF，債券，稅務，講座經驗超過500場，最大型超過500人，工商時報、錢雜誌、獨家報導專欄，非凡、超視、中華財經、澳亞衛視特約來賓，文化大學推廣教育部講師，漢聲廣播電台理財節目特約來賓。
自媒體相關
【Blog-李紹鋒的悠閒理財學】
https://stevelichoice.com/
【FB】
https://www.facebook.com/profile.php?id=61550542176536
【IG】
https://www.instagram.com/stevelichoice/
【Threads】
https://www.threads.net/@stevelichoice
【TikTok】
https://www.tiktok.com/@steveli.choice
Popular Investor Stats
Level
Elite Pro
Copiers
3,762
Assets Under Copy
$5M+
Risk Score
5
Level
Elite Pro
Copiers
3,762
Assets Under Copy
$5M+
Risk Score
5
Trades
Most Traded
Win Rate
Trade Stats
Average Profit: +2363.71%
Average Duration: 2107 days
Long Positions: 100%
Average Leverage: 1x
Trades during November 2025
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY NVDA | +2363.71% | 5 years | 25 days ago | $7.274 | $179.21 | +1.19% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.27% | Feb 2018 | Jan 2021 | 35 |
-59% | Dec 2021 | Feb 2024 | 26 |
-18.77% | Jan 2025 | May 2025 | 4 |
-14.7% | May 2021 | Aug 2021 | 3 |
-9.4% | Nov 2025 | - | 1 |
-8.31% | Sep 2017 | Oct 2017 | 1 |
-6.84% | Sep 2021 | Oct 2021 | 1 |
-4.45% | Apr 2024 | May 2024 | 1 |
-3.36% | Jul 2017 | Aug 2017 | 1 |
-2.3% | Jul 2024 | Sep 2024 | 2 |
Performance Metrics
Score 7.1/10
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
19.28
19.28
-2
0
2
20
20
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
19.28
19.28
-2
0
2
20
20
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services38.3%
- 💻 Electronic Technology31.1%
- 🚗 Consumer Durables13.39%
- 🪙 Cryptocurrencies11.44%
- 💰 Finance3.93%
- 🚚 Transportation1.04%
- 🛍️ Retail Trade0.58%
- 💵 Cash0.16%
- 🧬 Health Technology0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq82.53%
- 🌍 Digital Currency11.44%
- 🇺🇸 NYSE3.22%
- 🇨🇭 SIX1.66%
- 🇭🇰 Hong Kong Exchanges0.87%
- 🇩🇪 FRA0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.53%
- 🇩🇪 Germany2.46%
- 🇨🇭 Switzerland1.66%
- 🇨🇳 China1.45%
- 🇱🇺 Luxembourg0.37%
Dividends
Dividend Yield
0.19%
6 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DB (2.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOGL | 0.09% | 0.27% | $0.2 |
 DB | 0.05% | 2.13% | $0.49 |
 UBSG.ZU | 0.03% | 2.05% | $0.64 |
 NVDA | 0.01% | 0.02% | $0.02 |
 0700.HK | 0.01% | 0.74% | $3.4 |
 BABA | 0% | 0.69% | $0.98 |
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