Dr. Heloïse Greeff · eToro

Written by Lesya yusupoff, following top traders since 2020

I’ve been tracking Heloïse Greeff’s profile for a while now, initially in early 2022 and then re-followed in 2023.

COPY DETAILS
Copy Duration: 12 months
Initial Investment: 2000$
Realised Profit / Loss: -107.8$
Profit / Loss After Fees: – 112.8$ (factoring in 5$ withdrawal fees)
Actual Loss: -5.39% compared to the reported -5.38% on eToro

Here’s my perspective on her as a trader.

Overview

Pros and Cons

Positives
  • AI-Driven Expertise: Dr. Heloïse Greeff stands out as an AI expert disrupting investing with data. Her innovative approach, incorporating machine learning algorithms, offers a unique and tech-driven perspective to long-term equity investment
  • Diverse Educational Background: With an impressive academic journey, including an MBA and PhD in machine learning from the University of Oxford, Dr. Greeff brings a strong foundation to her investment strategies. Her expertise extends beyond finance, incorporating insights from biomedical engineering and computational health informatics
  • Strategic Long-Term Approach: Greeff’s commitment to long-term equity investment, focusing on global equities with future growth potential, provides copiers with a clear strategy. The emphasis on holding periods exceeding five years aligns with a patient and calculated investment philosophy
Negatives
  • Mixed Performance Results: Despite the impressive academic and professional background, Greeff’s reported performance shows a loss of -30.16% in 2022. Copiers need to carefully assess the reasons behind this negative trend and evaluate their risk tolerance before considering replication
  • Risk Score Consideration: While Dr. Greeff’s risk score is listed as medium (3/4), potential copiers must conduct thorough due diligence to understand the specific risks associated with her investment approach. The complexity of AI-driven strategies may introduce additional uncertainties that need careful consideration
  • Concentration in Stocks: Greeff’s portfolio composition is predominantly stocks (78%), with limited exposure to other asset classes. This concentration may expose copiers to market fluctuations associated with equities, necessitating a thorough evaluation of risk tolerance and diversification preferences

Copy performace

Reported vs Actual

I copied her for 12 months all together, 1 month in 2022 and 11 months in 2023. My notable loss in 2022 prompted me to close my trades with her. I asked for clarity on the reasons behind the downturn and assessed whether the strategy aligns with my investment goals. Once I understood the nuances I refollowed her, however there were discrepancies in the gains reported.

SPECReported on eToroActual Earnings / Loss
April 2022-10.04%-9.58%
2023 (February – December)4.66%4.19%
Although the displayed results for 2022 were poorer, the reported earnings for 2023 were lower than those stated on the eToro site.

I found myself somewhat disappointed with these outcomes, especially as many other traders with the same risk level experienced substantial gains. Despite adhering to Dr. Greef’s counsel to adopt a long-term approach, the returns were even less than displayed, which was unexpected given the size & reputation of the platform.

Heloïse actively promotes her status as a top performer on eToro, showcasing her impressive gains of 10.79% in 2023 and a loss of -30.16% in 2022. However, it’s crucial to recognize that platform performance may not comprehensively reflect an individual trader’s overall success. The apparent focus on attracting copiers versus scaling trading activities raises questions about the trader’s motives—whether driven by pure trading success or promotion for eToro’s business, potentially for tax advantages.

Strategy & practice

How she does it

Greeff’s long-term equity investment strategy, driven by fundamentals and data-driven methodologies, offers a unique blend of traditional and tech-centric approaches. Copiers should delve into her diversification methods, risk management practices, and historical track record during various market conditions to gain a comprehensive understanding of her investment approach.

Diversification & Risk Management:

The portfolio’s composition, with 78% in stocks and 17% in ETFs, may require copiers to carefully evaluate their risk tolerance. Understanding how Greeff manages risks, especially with an AI-driven strategy, is essential for copiers aiming for a balanced and resilient investment experience.

Track Record During Various Market Conditions:

Given Greeff’s experience during different market phases, copiers should seek insights into her performance during bullish and bearish periods. Understanding how the AI algorithms adapt to market dynamics provides crucial context for potential copiers.

Communication & Transparency:

Greeff’s regular updates and engagement with copiers showcase a commitment to transparency. However, the communication about specific portfolio choices, especially concerning ‘bleeders’ and unique investments like $ETH and silver-related companies, could benefit from additional clarity for copiers to make informed decisions.

Knowledge & background

What does she know

In terms of education, Dr. Heloïse Greeff possesses a robust academic background with an MSc in Biomedical Engineering from the University of Oxford. Her extensive experience spans various roles, including serving as a Director at Greeff Invest since September 2022. The company focuses on disrupting financial services through digital wealth creation and education, aiming to provide widespread access to informed investment opportunities.

As a Popular Investor on eToro since June 2016, Heloïse has garnered over 7 years and 8 months of experience, becoming one of the most copied investors on the platform. With over 20,000 copiers and 170,000 followers, she has established herself as a renowned figure in the world of social trading. However, despite her success, it’s important to note that her educational background, while impressive, does not explicitly highlight formal financial or investment-related education.

Analyzing her applied knowledge, Heloïse employs a long-term equity investment strategy, focusing on global equities promising future growth over a 5-10 year period. Utilizing fundamentals and data-driven methodologies with bespoke machine learning algorithms, she maintains a diverse portfolio to optimize returns while minimizing risk. While this strategy’s general framework is outlined, there’s a lack of specificity regarding specific market indicators, technical analysis, or fundamental analysis techniques. This absence introduces an element of uncertainty regarding the depth of her market analysis skills.

Another noteworthy aspect is Heloïse’s admission to the constant need for obsessive market monitoring. Effective long-term trading necessitates not only profitability but also sustainability without inducing excessive stress. As a seasoned industry professional, I would question the viability of a strategy that demands such intensive monitoring and stress, as it may not align with the resilience needed for consistent success in the financial markets.

In conclusion, while Dr. Heloïse Greeff brings a wealth of experience from her academic and professional background, her lack of explicit financial education, coupled with the vagueness in certain aspects of her trading strategy, and potential stress-related concerns warrant careful consideration. This evaluation underscores the importance for potential investors to thoroughly assess her performance over an extended period, seek clarity on risk management strategies, and evaluate the long-term viability of her trading approach before considering significant investments.

Platforms & tools

Where to find her

She exclusively features eToro in his reports and screenshots, without showcasing any other specific platforms.

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Dr. Heloïse Greeff · eToro

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My thoughts on eToro
As a copier, the introduction of Automatic Reallocation is a positive development, ensuring that the copied investment accurately reflects the current state of Dr. Greeff’s portfolio. The focus on technology and education at Greeff Invest aligns with the evolving landscape of digital wealth creation.

I also discovered her associated profiles:

Feedback

My recommendations

  1. Detailed Performance Analysis: Prospective copiers should conduct an in-depth analysis of Greeff’s historical performance, paying special attention to the reasons behind any periods of loss.
  2. Risk Assessment: Given the AI-driven nature of the strategy, copiers must assess their risk tolerance and align it with the complexities introduced by machine learning algorithms.
  3. Continuous Monitoring: Regularly monitoring updates, especially regarding changes in the portfolio and communication about specific investments, is crucial for copiers to stay informed and make well-informed decisions.

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