JULY
+8.22%
YEAR TO DATE
+32.14%
1 YEAR
+81.1%
5 YEARS
+127.32%
ANNUALIZED RETURN
+32.52%
TRACK RECORD
3.6 years
About YellowLemontree
🌱 Strongly positioned towards the US stock market and big winners that keep winning.
🌱 Investing for the medium to long term, no leverage, little to no crypto.
🌱 Stock picks: Strong balance sheets, strong management, strong growth thesis.
🌱 Investing for the medium to long term (5-10 years+). Not moving money around every week, letting compounding work its magic.
🌱 Investing for the medium to long term, no leverage, little to no crypto.
🌱 Stock picks: Strong balance sheets, strong management, strong growth thesis.
🌱 Investing for the medium to long term (5-10 years+). Not moving money around every week, letting compounding work its magic.
Popular Investor Stats
Level
-
Copiers
1
Assets Under Copy
<$50K
Risk Score
5
Level
-
Copiers
1
Assets Under Copy
<$50K
Risk Score
5
Trades
Most Traded
Win Rate
Trade Stats
Average Profit: +2.36%
Average Duration: 0 days
Long Positions: 100%
Average Leverage: 1x
Trades during July 2025
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY HIMS | +3.17% | 2 hours | 1 month ago | $45.47 | $46.91 | +33.34% |
BUY SYM | +0.56% | 1 hour | 1 month ago | $46.52 | $46.78 | +8.7% |
BUY SOUN | +3.34% | 1 hour | 1 month ago | $10.77 | $11.13 | -9.16% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.61% | Apr 2022 | Jul 2023 | 15 |
-14.35% | Feb 2025 | May 2025 | 3 |
-8.36% | Aug 2023 | Feb 2024 | 6 |
-3% | Apr 2024 | May 2024 | 1 |
Performance Metrics
Score 7.5/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
14.59
14.59
-2
0
2
15
15
Omega Ratio
1.96
1.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
14.59
14.59
-2
0
2
15
15
Omega Ratio
1.96
1.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services44.56%
- 💰 Finance10.47%
- 🛍️ Retail Trade9.22%
- 💻 Electronic Technology8.22%
- 💼 Commercial Services7.16%
- 💇♀️ Consumer Services5.95%
- 🚗 Consumer Durables4.48%
- 🍞 Consumer Non Durables4.11%
- 🧬 Health Technology2.46%
- 🏥 Health Services1.71%
- 🪙 Cryptocurrencies1.66%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq85.7%
- 🇺🇸 NYSE10.04%
- 🌍 Digital Currency1.66%
- 🇫🇷 Euronext Paris1.33%
- 🇩🇰 Copenhagen Stock Exchange1.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States89.34%
- 🇨🇦 Canada4.4%
- 🇫🇷 France1.33%
- 🇩🇰 Denmark1.27%
- 🇺🇾 Uruguay1.07%
- 🇳🇱 Netherlands0.93%
Dividends
Dividend Yield
0.36%
12 out of 28 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $TEP.PA (6.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TEP.PA | 0.08% | 6.4% | $3.85 |
 CAKE | 0.07% | 1.76% | $1.08 |
 TGT | 0.04% | 4.69% | $4.42 |
 NOVO-B.CO | 0.04% | 3.25% | $9.4 |
 NKE | 0.04% | 2.07% | $1.45 |
 META | 0.02% | 0.28% | $1 |
 V | 0.01% | 0.67% | $2.01 |
 WYNN | 0.01% | 0.79% | $1 |
 MSFT | 0.01% | 0.66% | $3 |
 LLY | 0.01% | 0.79% | $4.86 |
 GOOG | 0% | 0.38% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TGT | Pay Day | Sep 1, 2025 | $1.14 |
NKE | Ex-Dividend | Sep 2, 2025 | $0.40 |
V | Pay Day | Sep 2, 2025 | $0.59 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
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