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-1.46%
This Month
-12.06%
Year To Date
-22.06%
2 Years
-8.64%
5 Years
+101.72%
10 Years
+12.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.72%
- 🪙 Cryptocurrencies21.76%
- 🛍️ Retail Trade9.92%
- 🛠️ Producer Manufacturing8.53%
- 💵 Cash6.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.98%
- 🇺🇸 Nasdaq30.68%
- 🌍 Digital Currency21.76%
- 🇬🇧 LSE1.82%
- 🇭🇰 Hong Kong Exchanges0.3%
- 🇳🇱 Euronext Amsterdam0.24%
- 🇫🇷 Euronext Paris0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.07%
- 🇬🇧 United Kingdom1.82%
- 🇺🇾 Uruguay0.97%
- 🇨🇳 China0.72%
- 🇳🇱 Netherlands0.3%
- 🇩🇰 Denmark0.19%
- 🇫🇷 France0.04%
Dividends
Dividend Yield
0.36%
3 out of 7 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $TGLS (1.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.17% | 0.67% | - |
 TGLS | 0.11% | 1.33% | $0.4 |
 MarianoPardo | 0.08% | 0.38% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
JPM (MarianoPardo) | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 4/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-2.96
-2.96
-3
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-2.96
-2.96
-3
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-987.53
High:TGLS
13.6TGLSLow:
CPNG
-204.79CPNGDetails
PEG Ratio
N/A
Details
Price/Book
7.78
High:CPNG
8.65CPNGLow:TGLS
2.65TGLSDetails
Price/Sales
1
High:TGLS
1.94TGLSLow:CPNG
0.98CPNGDetails
Price/CF
21.78
High:CPNG
21.94CPNGLow:TGLS
19.03TGLSDetails
Price/FCF
121.95
High:TGLS
151.15TGLSLow:CPNG
120.74CPNGDetails
P/E Ratio
-987.53
High:TGLS
13.6TGLSLow:CPNG
-204.79CPNGDetails
PEG Ratio
N/A
Details
Price/Book
7.78
High:CPNG
8.65CPNGLow:TGLS
2.65TGLSDetails
Price/Sales
1
High:TGLS
1.94TGLSLow:CPNG
0.98CPNGDetails
Price/CF
21.78
High:CPNG
21.94CPNGLow:TGLS
19.03TGLSDetails
Price/FCF
121.95
High:TGLS
151.15TGLSLow:CPNG
120.74CPNGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.59% | Jan 2022 | Nov 2023 | 22 |
-38.14% | Feb 2025 | - | 18 |
-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 |