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-0.09%
Today
+4.89%
This Month
-16.01%
Year To Date
+20.67%
2 Years
+114.89%
5 Years
+22.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash56.11%
- 🧬 Health Technology12.27%
- 🪙 Cryptocurrencies6.01%
- 💰 Finance5.32%
- ⛏️ Energy Minerals4.42%
- 🛍️ Retail Trade3.71%
- 👥 Copy Trading2.96%
- 🛠️ Producer Manufacturing2.15%
- 🚚 Transportation2.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE25.87%
- 🇺🇸 Nasdaq6.38%
- 🌍 Digital Currency6.01%
- 🇬🇧 LSE0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.69%
- 🇨🇴 Colombia6.56%
- 🇬🇧 United Kingdom0.27%
Dividends
Dividend Yield
1.48%
6 out of 11 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $EC (11.36%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 TGLS | Pay Day | Jul 31, 2025 | $0.15 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
Performance Metrics
Score 5.5/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
0.83
0.83
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
0.83
0.83
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.52
High:
CPNG
222.56CPNGLow:
EC
5.29ECDetails
PEG Ratio
152.21
High:
BLK
929.52BLKLow:
PFE
0.66PFEDetails
Price/Book
1.99
High:CPNG
12.72CPNGLow:
AAL
-1.83AALDetails
Price/Sales
2.23
High:
EQIX
8.86EQIXLow:AAL
0.15AALDetails
Price/CF
10.81
High:BLK
33.89BLKLow:AAL
1.63AALDetails
Price/FCF
55.89
High:BLK
154.27BLKLow:AAL
4.41AALDetails
P/E Ratio
20.52
High:CPNG
222.56CPNGLow:EC
5.29ECDetails
PEG Ratio
152.21
High:BLK
929.52BLKLow:PFE
0.66PFEDetails
Price/Book
1.99
High:CPNG
12.72CPNGLow:AAL
-1.83AALDetails
Price/Sales
2.23
High:EQIX
8.86EQIXLow:AAL
0.15AALDetails
Price/CF
10.81
High:BLK
33.89BLKLow:AAL
1.63AALDetails
Price/FCF
55.89
High:BLK
154.27BLKLow:AAL
4.41AALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.59% | Jan 2022 | Nov 2023 | 22 |
-33.48% | Feb 2025 | - | 6 |
-9.04% | Apr 2024 | Nov 2024 | 7 |
-8.9% | Jan 2024 | Feb 2024 | 1 |
-7.27% | Sep 2020 | Nov 2020 | 2 |
-3.63% | Dec 2024 | Jan 2025 | 1 |
-3.37% | Nov 2021 | Dec 2021 | 1 |
-2.76% | Jul 2021 | Oct 2021 | 3 |
-1.69% | Feb 2021 | Mar 2021 | 1 |
-1.49% | Jun 2020 | Aug 2020 | 2 |