tonishiii's Factsheet • August 31, 2026

tonishiii avatar
tonishiii
🇦🇺 Stock Growth Investor.
565 copiers.
AUGUST
+10.5%
YEAR TO DATE
+11.6%
1 YEAR
+8.9%
5 YEARS
+130.96%
ANNUALIZED RETURN
+48.62%
TRACK RECORD
6.7 years

About tonishiii

♟️ 𝐒𝐓𝐑𝐀𝐓𝐄𝐆𝐘
Long-term investor focused on AI, robotics and other major growth themes. I use macro cycles, liquidity and market trends to help decide where I want my capital.

📊 𝐓𝐑𝐀𝐂𝐊 𝐑𝐄𝐂𝐎𝐑𝐃
✔️ 550+ copiers | Risk 5
✔️ 47% annualised return over 6.6 years
✔️ Long-term objective: ~30% annualised

📈 𝐁𝐀𝐂𝐊𝐆𝐑𝐎𝐔𝐍𝐃
9+ years investing
Master of Finance
CISI Level 3 & 4
Author of The Freedom Investor

🎯 𝐌𝐈𝐒𝐒𝐈𝐎𝐍
Build long-term wealth and share the decisions, mistakes and thinking behind the portfolio openly.

𝐈 𝐢𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐭𝐡𝐞 𝐟𝐮𝐭𝐮𝐫𝐞. 𝐀𝐧𝐝 𝐈 𝐝𝐨 𝐢𝐭 𝐢𝐧 𝐩𝐮𝐛𝐥𝐢𝐜.

For more about my strategy, track record and investing journey:
http://www.thefreedominvestor.com

    Popular Investor Stats

    Level

    Elite

    Copiers

    565

    Assets Under Copy

    $2M-$5M

    Risk Score

    5

    Trades

    Most Traded

    iShares Silver TrustSnowflake

    Win Rate

    Trade Stats

    Average Profit: +20.29%

    Average Duration: 131 days

    Long Positions: 100%

    Average Leverage: 1x

    Trades during August 2026

    InstrumentProfitDurationClosedOpen RateClose RateSince Closed
    SNOW
    BUY SNOW
    		+112.96%3 months
    1 month ago
    		$152.1152$323.9439+4.09%
    SLV
    BUY SLV
    		-35.84%4 months
    2 months ago
    		$80.4087$51.591+15.95%
    SLV
    BUY SLV
    		-16.26%4 months
    2 months ago
    		$61.6041$51.5859+15.96%

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -64.22%
      		Nov 2021Jul 202432
      -31.34%
      		Mar 2020Apr 20201
      -30.48%
      		Jun 2020Nov 20205
      -28.48%
      		May 2021Oct 20215
      -14.76%
      		Feb 2025May 20253
      -14.11%
      		Jun 2026-3
      -13.21%
      		Feb 2026Apr 20262
      -3.87%
      		Nov 2025Jan 20262
      -2.02%
      		Aug 2024Sep 20241

      Performance Metrics

      Score 7.4/10

      Beta

      2.15
      2.15
      0
      0.8
      1.2
      0
      3

      Sharpe Ratio

      0.83
      0.83
      0
      0.5
      1
      1.5
      1.5

      Sortino Ratio

      1.78
      1.78
      0
      1
      2
      3
      3

      Jensen's Alpha

      28.2
      28.2
      -2
      0
      2
      29
      29

      Omega Ratio

      1.92
      1.92
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      1.97
      1.97
      0
      0.75
      1.25
      2
      2

      Information Ratio

      0.74
      0.74
      0
      0.3
      0.6
      1
      1

      Calmar Ratio

      0.69
      0.69
      0
      0.3
      0.6
      1
      1

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 💻 Electronic Technology
        29.43%
      • 🖥️ Technology Services
        28.57%
      • 🛍️ Retail Trade
        14.05%
      • 🚗 Consumer Durables
        12.61%
      • ❓ Other
        9.05%
      • 📊 ETFs
        6.29%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇺🇸 Nasdaq
        86.6%
      • 🇺🇸 NYSE
        7.11%
      • 🇺🇸 Chicago Board Options Exchange
        6.29%

      Countries Breakdown

      • Country
      • Total
      • 🇺🇸 United States
        73.18%
      • 🇨🇳 China
        7.11%
      • 🇮🇱 Israel
        4.37%

      Dividends

      Dividend Yield

      0.15%

      6 out of 14 instruments pay dividend.

      1 dividend payments in the next 30 days.

      Highest Dividend: $BABA (0.94%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      BABA
      BABA
      0.07%
      0.94%
      $0.98
      MSFT
      MSFT
      0.03%
      0.69%
      $3
      NVDA
      NVDA
      0.02%
      0.24%
      $0.02
      GOOG
      GOOG
      0.02%
      0.25%
      $0.2
      META
      META
      0.01%
      0.3%
      $1
      MU
      MU
      0.01%
      0.06%
      $0.46

      Next Dividends

      Stock
      Type
      Date
      Pay Per Share
      MU
      MU
      Pay Day
      Oct 29, 2026
      $0.15
      INTC
      INTC
      Ex-Dividend
      Nov 7, 2026
      $0.12
      MSFT
      MSFT
      Ex-Dividend
      Nov 20, 2026
      $0.91
      GOOG
      GOOG
      Ex-Dividend
      Dec 4, 2026
      $0.22
      NVDA
      NVDA
      Ex-Dividend
      Dec 10, 2026
      $0.25
      META
      META
      Ex-Dividend
      Dec 21, 2026
      $0.53
      MU
      MU
      Ex-Dividend
      Jan 14, 2027
      $0.15
      BABA
      BABA
      Ex-Dividend
      Jun 11, 2027
      $1.05

      Portfolio Holdings

      (As of August 31, 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