Long-term investor

charlespereztrad @etcharlespereztrad

Investor on eToro since 2021-12-05, risk score 3 of 10, 62% of 81 trades profitable over the last year. Positions are the venue's reported weights; dollar sizes are not published.

Record

  • Tracked since 2021-12-31 (1735 days), 132 trades recorded
  • Returns: week n/a · month +4.2% · 90 days +4.8% · 6 months +9.7% · 1 year +6.0% · all +45.4%
  • Max drawdown -28.7% · Sharpe 0.26 · win rate 83% · data quality High
  • Source: eToro (public profiles) (eToro public profiles; typical delay 1 hours)

Open positions

  • NVDA · 30.8% · long
  • JEPI · 12.7% · long
  • SCHD · 12.4% · long
  • SPY · 9.8% · long
  • MSFT · 8.9% · long
  • HDV · 7.2% · long
  • BRK.B · 6.5% · long
  • QQQ · 4.4% · long
  • VNQ · 3.7% · long
  • BND · 3.6% · long

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