APRIL
+3.37%
YEAR TO DATE
-16.03%
1 YEAR
+10.64%
5 YEARS
+571.03%
ANNUALIZED RETURN
+31.67%
TRACK RECORD
8 years
About steveli1029
5 YEARS +600%
ANNUALIZED RETURN +30%
TRACK RECORD 8 years
2025🏅#1 Taiwan 🇹🇼 #25 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 🇹🇼 #25 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
Copiers
2,306
Assets Under Copy
$5M+
Risk Score
6
Level
Elite
Copiers
2,306
Assets Under Copy
$5M+
Risk Score
6
Trades
No trades during this period.
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 | - | 4 |
-14.7% | May 2021 | Aug 2021 | 3 |
-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 6.8/10
Beta
1.71
1.71
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
19.91
19.91
-2
0
2
20
20
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.71
1.71
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
19.91
19.91
-2
0
2
20
20
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology58.07%
- 🪙 Cryptocurrencies13.7%
- 🚗 Consumer Durables13.16%
- 🖥️ Technology Services8.35%
- 💰 Finance4.45%
- 💵 Cash1.39%
- 🚚 Transportation1.24%
- 🛍️ Retail Trade0.65%
- 🧬 Health Technology0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq78.89%
- 🌍 Digital Currency13.7%
- 🇺🇸 NYSE3.78%
- 🇨🇭 SIX1.93%
- 🇭🇰 Hong Kong Exchanges1.02%
- 🇩🇪 FRA0.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.89%
- 🇩🇪 Germany2.93%
- 🇨🇭 Switzerland1.93%
- 🇨🇳 China1.67%
- 🇱🇺 Luxembourg0.61%
Dividends
Dividend Yield
0.16%
5 out of 17 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $UBSG.ZU (2.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DB | 0.07% | 2.75% | $0.49 |
 UBSG.ZU | 0.05% | 2.84% | $0.64 |
 NVDA | 0.02% | 0.03% | $0.02 |
 0700.HK | 0.01% | 0.91% | $3.4 |
 BABA | 0.01% | 0.78% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
DB | Ex-Dividend | May 23, 2025 | $0.71 |
DB | Pay Day | May 27, 2025 | $0.71 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
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