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0%
Today
+5%
This Month
+1.7%
Year To Date
+44.52%
2 Years
+49.34%
5 Years
+8.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash76.49%
- 💻 Electronic Technology9.4%
- 🖥️ Technology Services8.38%
- 📊 ETFs6.55%
- 💇♀️ Consumer Services5.49%
- 💰 Finance3.88%
- 🚗 Consumer Durables2.5%
- 👥 Copy Trading0.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.97%
- 🇺🇸 NYSE9.62%
- 🇬🇧 LSE0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.43%
- 🇳🇱 Netherlands0.61%
- 🇬🇧 United Kingdom0.16%
Dividends
Dividend Yield
0.11%
6 out of 9 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: thomaspj (0.91%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
 V (thomaspj) | Pay Day | Jun 2, 2025 | $0.59 |
 RCL | Ex-Dividend | Jun 4, 2025 | $0.75 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
RCL | Pay Day | Jul 3, 2025 | $0.75 |
Performance Metrics
Score 3.7/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-1.35
-1.35
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-1.35
-1.35
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.02
High:
PLTR
565.59PLTRLow:
BRK.B
13.71BRK.BDetails
PEG Ratio
99.18
High:PLTR
685.53PLTRLow:
NVDA
31.49NVDADetails
Price/Book
10.19
High:PLTR
56.34PLTRLow:BRK.B
1.7BRK.BDetails
Price/Sales
11.98
High:PLTR
106.14PLTRLow:BRK.B
2.99BRK.BDetails
Price/CF
33.58
High:PLTR
161.45PLTRLow:
RCL
10.19RCLDetails
Price/FCF
52.26
High:PLTR
163.42PLTRLow:RCL
30.57RCLDetails
P/E Ratio
34.02
High:PLTR
565.59PLTRLow:BRK.B
13.71BRK.BDetails
PEG Ratio
99.18
High:PLTR
685.53PLTRLow:NVDA
31.49NVDADetails
Price/Book
10.19
High:PLTR
56.34PLTRLow:BRK.B
1.7BRK.BDetails
Price/Sales
11.98
High:PLTR
106.14PLTRLow:BRK.B
2.99BRK.BDetails
Price/CF
33.58
High:PLTR
161.45PLTRLow:RCL
10.19RCLDetails
Price/FCF
52.26
High:PLTR
163.42PLTRLow:RCL
30.57RCLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.95% | Jul 2021 | May 2024 | 34 |
-6.84% | Feb 2025 | - | 4 |
-2.83% | May 2021 | Jun 2021 | 1 |
-2.26% | Mar 2020 | Apr 2020 | 1 |
-2.17% | Oct 2020 | Nov 2020 | 1 |
-1.63% | Jul 2024 | Sep 2024 | 2 |
-0.94% | Jun 2020 | Jul 2020 | 1 |
-0.67% | Dec 2024 | Jan 2025 | 1 |
-0.07% | Feb 2021 | Mar 2021 | 1 |