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+0.52%
Today
-34.02%
This Month
-33.18%
Year To Date
+0.81%
2 Years
+81.06%
5 Years
+17.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash20.58%
- 🪙 Cryptocurrencies14.7%
- 🧬 Health Technology13.34%
- ⛏️ Energy Minerals13%
- 📈 Indexes8.57%
- 🚚 Transportation5.27%
- 💻 Electronic Technology5.25%
- 🛍️ Retail Trade3.85%
- 🛠️ Producer Manufacturing3.36%
- 👥 Copy Trading3.15%
- 💰 Finance2.62%
- 🖥️ Technology Services2.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.78%
- 🌍 Digital Currency14.7%
- 🇺🇸 Nasdaq11.68%
- 🌍 CFD8.57%
- 🇬🇧 LSE0.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.1%
- 🇨🇴 Colombia16.36%
- 🇬🇧 United Kingdom0.64%
Dividends
Dividend Yield
2.62%
8 out of 14 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $EC (11.03%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL | Pay Day | Apr 23, 2025 | $0.50 |
 TGLS | Pay Day | Apr 30, 2025 | $0.15 |
 JPM (thomaspj) | Pay Day | Apr 30, 2025 | $1.40 |
 C (thomaspj) | Ex-Dividend | May 5, 2025 | $0.56 |
 AXP (thomaspj) | Pay Day | May 9, 2025 | $0.82 |
C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
 EC | Ex-Dividend | Jun 26, 2025 | $0.52 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
EC | Pay Day | Jul 7, 2025 | $0.52 |
Performance Metrics
Score 6.9/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
7.56
7.56
-2
0
2
8
8
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
7.56
7.56
-2
0
2
8
8
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.17
High:
CPNG
258.02CPNGLow:
EC
5.11ECDetails
PEG Ratio
128.43
High:
BLK
446.13BLKLow:
PFE
5.77PFEDetails
Price/Book
8.18
High:
NVDA
31.32NVDALow:
AAL
-1.56AALDetails
Price/Sales
6.53
High:NVDA
19.21NVDALow:AAL
0.13AALDetails
Price/CF
28.47
High:NVDA
54.98NVDALow:EC
1.82ECDetails
Price/FCF
55.58
High:PFE
468.42PFELow:EC
5.04ECDetails
P/E Ratio
28.17
High:CPNG
258.02CPNGLow:EC
5.11ECDetails
PEG Ratio
128.43
High:BLK
446.13BLKLow:PFE
5.77PFEDetails
Price/Book
8.18
High:NVDA
31.32NVDALow:AAL
-1.56AALDetails
Price/Sales
6.53
High:NVDA
19.21NVDALow:AAL
0.13AALDetails
Price/CF
28.47
High:NVDA
54.98NVDALow:EC
1.82ECDetails
Price/FCF
55.58
High:PFE
468.42PFELow:EC
5.04ECDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.59% | Jan 2022 | Nov 2023 | 22 |
-36.02% | Feb 2025 | - | 3 |
-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 |