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+0.13%
Today
+0.45%
This Month
+8.04%
Year To Date
+91.32%
2 Years
+60.48%
5 Years
+15.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance38%
- 💵 Cash28.23%
- 💻 Electronic Technology14.8%
- 🖥️ Technology Services8.45%
- 👥 Copy Trading7.61%
- 🪙 Cryptocurrencies2.36%
- 🚗 Consumer Durables1.55%
- 📊 ETFs0.65%
Exchanges Breakdown
- Exchange
- Total
- 🇨🇭 SIX14.34%
- 🇺🇸 Nasdaq14.19%
- 🇺🇸 NYSE13.19%
- 🇬🇧 LSE12.78%
- 🇫🇷 Euronext Paris10.7%
- 🌍 Digital Currency7.12%
- 🇺🇸 Chicago Board Options Exchange0.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.52%
- 🇨🇭 Switzerland17.11%
- 🇬🇧 United Kingdom16.35%
- 🇫🇷 France10.7%
- 🇹🇼 Taiwan2.51%
Dividends
Dividend Yield
1.73%
12 out of 20 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SCR.PA (7.15%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (thomaspj) | Pay Day | Apr 30, 2025 | $1.40 |
 SCR.PA | Ex-Dividend | May 2, 2025 | $1.92 |
 C (thomaspj) | Ex-Dividend | May 5, 2025 | $0.56 |
SCR.PA | Pay Day | May 6, 2025 | $1.92 |
 AXP (thomaspj) | Pay Day | May 9, 2025 | $0.82 |
 MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
 MMC | Pay Day | May 15, 2025 | $0.82 |
C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 7.1/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
10.34
10.34
-2
0
2
11
11
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
1.07
1.07
0
0.3
0.6
2
2
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
10.34
10.34
-2
0
2
11
11
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
1.07
1.07
0
0.3
0.6
2
2
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.6
High:
SCR.PA
1,148.86SCR.PALow:
CRWD
-4,477CRWDDetails
PEG Ratio
290.54
High:
RR.L
637.52RR.LLow:
ALL
0.74ALLDetails
Price/Book
6.49
High:
PLTR
43.84PLTRLow:RR.L
-66.62RR.LDetails
Price/Sales
4.31
High:
MSTR
151.67MSTRLow:SCR.PA
0.27SCR.PADetails
Price/CF
18.9
High:MSTR
7,511.07MSTRLow:
RGA
1.53RGADetails
Price/FCF
36.25
High:MSTR
1,187.5MSTRLow:RGA
1.57RGADetails
P/E Ratio
29.6
High:SCR.PA
1,148.86SCR.PALow:CRWD
-4,477CRWDDetails
PEG Ratio
290.54
High:RR.L
637.52RR.LLow:ALL
0.74ALLDetails
Price/Book
6.49
High:PLTR
43.84PLTRLow:RR.L
-66.62RR.LDetails
Price/Sales
4.31
High:MSTR
151.67MSTRLow:SCR.PA
0.27SCR.PADetails
Price/CF
18.9
High:MSTR
7,511.07MSTRLow:RGA
1.53RGADetails
Price/FCF
36.25
High:MSTR
1,187.5MSTRLow:RGA
1.57RGADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.84% | Feb 2022 | Nov 2023 | 21 |
-3.86% | Apr 2024 | May 2024 | 1 |
-0.23% | Dec 2024 | Jan 2025 | 1 |
-0.07% | Jul 2024 | Aug 2024 | 1 |