vincenzost avatar
vincenzost
🇪🇸 Momentum Stock Investor.
140 copiers.
FEBRUARY
-23.87%
YEAR TO DATE
-19.06%
1 YEAR
-11%
5 YEARS
+808.98%
ANNUALIZED RETURN
+10.03%
TRACK RECORD
7.5 years

About vincenzost

💹 My investment strategy is for long-term growth (capital increase & protection).
💹 My portfolio is structured to take advantage and grow and protect the capital during a financial crisis and a global recession.
📊 Asset allocation: majority on cryptos, a small amount also on ETFs (stocks and commodities) and the remaining on cash on balance to use at the right time.
📊 I am aiming to keep the risk score at 6 or below.
📅 Portfolio active since October 2017 (6 years+)
⏳ Most of my positions are open for a long time (months), but some positions are opened and closed in a few days, so always copy open trades.
👨🏻‍💻 I manage and monitor the portfolio manually, every day.
📩 I send recurring reports to all my copiers and share them on my website.
✅ Keep the copy for the long term (at least 2 years).
💰 Recommended copy amount: $2000 or more, but you can put any amount.

http://www.vincenzostefanini.it/

    Popular Investor Stats

    Level

    Champion

    Copiers

    140

    Assets Under Copy

    $100K-$300K

    Risk Score

    7

    Trades

    No trades during this period.

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -87.64%
      Jan 2018Apr 202139
      -43.31%
      Nov 2021Nov 202436
      -29.21%
      Dec 2024-3
      -15.7%
      May 2021Aug 20213
      -6.24%
      Sep 2021Oct 20211

      Performance Metrics

      Score 5.9/10

      Beta

      1.17
      1.17
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      0.41
      0.41
      0
      0.5
      1
      1.5
      1.5

      Sortino Ratio

      0.76
      0.76
      0
      1
      2
      3
      3

      Jensen's Alpha

      15.65
      15.65
      -2
      0
      2
      16
      16

      Omega Ratio

      1.24
      1.24
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      1.94
      1.94
      0
      0.75
      1.25
      2
      2

      Information Ratio

      0.26
      0.26
      0
      0.3
      0.6
      1
      1

      Calmar Ratio

      0.12
      0.12
      0
      0.3
      0.6
      1
      1

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 🪙 Cryptocurrencies
        68.97%
      • 📊 ETFs
        13.71%
      • 🖥️ Technology Services
        11.16%
      • 💰 Finance
        3.83%
      • 💵 Cash
        2.24%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🌍 Digital Currency
        68.97%
      • 🇺🇸 Nasdaq
        23.27%
      • 🇺🇸 NYSE
        5.42%

      Countries Breakdown

      • Country
      • Total
      • 🇺🇸 United States
        29.06%

      Dividends

      Dividend Yield

      0.46%

      2 out of 73 instruments pay dividend.

      0 dividend payments in the next 30 days.

      Highest Dividend: $SHY (3.92%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      SHY
      SHY
      0.32%
      3.92%
      -
      TIP
      TIP
      0.13%
      2.44%
      -

      Next Dividends

      Instrument
      Type
      Date
      Pay Per Share
      SHY
      SHY
      Pay Day
      May 7
      $0.26
      TIP
      TIP
      Pay Day
      May 7
      $0.69

      Portfolio Holdings

      (As of February 28, 2025)

      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