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Summary for Portfolio: gserdan
Traders name: Guillaume Serdan
67% of retail CFD accounts lose money
Last update on October, 2021
simulated initial capital 10 000$
About strategy:
This is my long-term equity investment portfolio. The portfolio has been built by carefully selecting companies that I understand, and which show potential to grow with additional consideration of the impact each company has on the environment. I keep myself updated on a daily basis with news of each company and read each earnings release. Between 10% and 15% of the portfolio's capital is kept as cash to use whenever an opportunity becomes available.
Please post this report in social network
Strategy began
01/02/2017
Statistic
% Profitable trades 91.1
Maximum drawdown (MDD) -39.24%
Drawdown period February 2017 - April 2017
Correlation to SP500 0.52
Standard deviation 28.11%
Beta 0.94
Returns
last month -5.48%
6 month 15.48%
12 month 25.21%
3 years 78.86%
since inception 136.92%
CAGR 20.71%
Portfolio performance
Annualized median return Sharp Sortino Calmar Alpha
42.18% 1.50 2.46 1.07 27.05%
Disclaimer and general conditions
Please look at the calculation details and description by the link. Not investment advice.
67% of retail CFD accounts lose money
Back to the traders rating
67% of retail investor accounts lose money when trading CFDs with this provider.
You should consider whether you can afford to take the high risk of losing your money. Past performance is not an indication of future results.
Number of copiers/AUM

AUM: $5M+

Portfolio structure by assets class
Stocks
75.29 %
ETF
12.14 %
Cash
12.57 %
MarketInvestedP/L(%)Value

KER.PA

Kering SA

6.07% 30.96% 4.73%

MSFT

Microsoft

5.31% 114.27% 6.77%

NVDA

NVIDIA Corporation

5.16% 154.42% 7.81%

AAPL

Apple

5.01% 130.31% 6.87%

ADBE

Adobe Systems Inc

5.01% 138.08% 7.10%

AMZN

Amazon

4.86% 95.94% 5.66%

CRM

Salesforce.com Inc

4.86% 75.61% 5.08%

LULU

Lululemon Athletica Inc

4.86% 125.73% 6.53%

BLK

BlackRock Inc

4.71% 64.32% 4.60%

BLV

Vanguard Long-Term Bond ETF

4.55% 0.55% 2.72%

VHT

Vanguard Health Care ETF

4.55% 4.90% 2.84%

RMS

Hermes International

4.25% 107.40% 5.25%

SQ

Square, Inc.

4.25% 126.42% 5.73%

GOOG

Alphabet

3.95% 127.33% 5.34%

NFLX

Netflix, Inc.

3.49% 73.98% 3.61%

SPY

SPDR S&P 500 ETF

3.04% 21.11% 2.19%

DIS

Walt Disney

2.73% 25.95% 2.05%

BA

Boeing

2.43% -14.21% 1.24%

MC.PA

LVMH Moet Hennessy Louis Vuitton SA

2.28% 42.07% 1.93%

FB

Facebook

2.12% 65.63% 2.09%

AIR.PA

AIRBUS GROUP

1.52% 5.49% 0.95%

0700.HK

Tencent

1.52% -16.80% 0.75%

V

Visa

0.91% 23.86% 0.67%
MarketInvestedP/L(%)Value

KER.PA

Kering SA

6.07% 30.96% 4.73%

MSFT

Microsoft

5.31% 114.27% 6.77%

NVDA

NVIDIA Corporation

5.16% 154.42% 7.81%

AAPL

Apple

5.01% 130.31% 6.87%

ADBE

Adobe Systems Inc

5.01% 138.08% 7.10%

AMZN

Amazon

4.86% 95.94% 5.66%

CRM

Salesforce.com Inc

4.86% 75.61% 5.08%

LULU

Lululemon Athletica Inc

4.86% 125.73% 6.53%

BLK

BlackRock Inc

4.71% 64.32% 4.60%

RMS

Hermes International

4.25% 107.40% 5.25%

SQ

Square, Inc.

4.25% 126.42% 5.73%

GOOG

Alphabet

3.95% 127.33% 5.34%

NFLX

Netflix, Inc.

3.49% 73.98% 3.61%

DIS

Walt Disney

2.73% 25.95% 2.05%

BA

Boeing

2.43% -14.21% 1.24%

MC.PA

LVMH Moet Hennessy Louis Vuitton SA

2.28% 42.07% 1.93%

FB

Facebook

2.12% 65.63% 2.09%

AIR.PA

AIRBUS GROUP

1.52% 5.49% 0.95%

0700.HK

Tencent

1.52% -16.80% 0.75%

V

Visa

0.91% 23.86% 0.67%
MarketInvestedP/L(%)Value

BLV

Vanguard Long-Term Bond ETF

4.55% 0.55% 2.72%

VHT

Vanguard Health Care ETF

4.55% 4.90% 2.84%

SPY

SPDR S&P 500 ETF

3.04% 21.11% 2.19%