Jose Guzman Rivera
Jose Guzman Rivera @jomiguz04

Performance
2025

7.22%0.00-7.22%
-0.59%
December 2025
-0.59%
November 2025
-1.00%
October 2025
0.29%
September 2025
4.07%
August 2025
-4.10%
July 2025
3.70%
June 2025
7.22%
May 2025
0.78%
April 2025
-5.17%
March 2025
-3.40%
February 2025
4.73%
January 2025
Dec December
Nov November
Oct October
Sep September
Aug August
Jul July
Jun June
May May
Apr April
Mar March
Feb February
Jan January
5.27%
-0.59%
-0.59%
-1.00%
0.29%
4.07%
-4.10%
3.70%
7.22%
0.78%
-5.17%
-3.40%
4.73%
2025
21.49%
-1.22%
-3.01%
-1.45%
1.05%
-0.46%
0.78%
-0.93%
7.82%
-4.83%
7.35%
14.24%
1.81%
2024
5.99%
4.44%
1.48%
2023
Trading since11/14/23
Past performance is not indicative of future results. Stats are updated on a daily basis at 00:00 GMT.

Breakdown

This breakdown includes 34.6% of this Portfolio

Asset Type

Portfolio Risk (1Y)

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Avg. Risk Score (last 7D)3
Daily Max. Drawdown-4.82%
Weekly Max. Drawdown-8.45%
Yearly Max. Drawdown-17.36%

Expected Dividends

Dividend Yield

0.63%

4 Assets

Dividend Logo
Dividend Logo
Dividend Logo

+1 more

Trading

21 Total Trades (12M)
15.61% Avg. Profit
-9.68% Avg. Loss
66.67% Profitable Trades

Frequently Traded

VOO
3.96% Avg. Profit
-5.03% Avg. Loss
33.33%Profitable
BTC
2.83% Avg. Profit
0% Avg. Loss
100.00%Profitable
COHR
37.88% Avg. Profit
0% Avg. Loss
100.00%Profitable

Additional Stats

0.40
Trades Per Week
6 Months Avg. Holdings time
11/14/23 Active since
45.28% Profitable weeks

Copiers (12M)

6

ESG Score

Get insight into this portfolio’s sustainability using its ESG score.
0
100
58
High
64
Environment
54
Social
56
Governance

Involvement Flags

+2 more
AlcoholAlcohol
MC.PA
6%
DefenceDefence
LMT
5%
FirearmsFirearms
LMT
5%
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