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-4.69%
This Month
-19.87%
Year To Date
+21.02%
2 Years
+106.77%
5 Years
+151.53%
10 Years
+19.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology28.32%
- 💵 Cash15.27%
- 🪙 Cryptocurrencies12.02%
- 👥 Copy Trading12%
- 🛍️ Retail Trade8.93%
- ⛏️ Energy Minerals7.09%
- 🚚 Transportation5.86%
- 🛠️ Producer Manufacturing4.99%
- 💰 Finance0.89%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.51%
- 🇺🇸 Nasdaq12.47%
- 🌍 Digital Currency12.02%
- 🇬🇧 LSE2.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.9%
- 🇨🇴 Colombia12.08%
- 🇬🇧 United Kingdom2.09%
Dividends
Dividend Yield
2.95%
5 out of 10 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $EC (11.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TGLS | Pay Day | Oct 31, 2025 | $0.15 |
 JPM (thomaspj) | Pay Day | Oct 31, 2025 | $1.50 |
 C (thomaspj) | Ex-Dividend | Nov 3, 2025 | $0.60 |
 PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
 AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
 MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
C (thomaspj) | Pay Day | Nov 26, 2025 | $0.60 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
 GS (thomaspj) | Ex-Dividend | Dec 2, 2025 | $4.00 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
Performance Metrics
Score 5.1/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
-0.26
-0.26
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
-0.26
-0.26
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
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
14.32
High:
CPNG
159.57CPNGLow:
EC
6.06ECDetails
PEG Ratio
10.08
High:
TGLS
61.15TGLSLow:
PFE
2.57PFEDetails
Price/Book
1.77
High:CPNG
12.3CPNGLow:
AAL.RTH
-2.07AAL.RTHDetails
Price/Sales
1.81
High:
EQIX
9.05EQIXLow:AAL.RTH
0.15AAL.RTHDetails
Price/CF
8.83
High:CPNG
29.34CPNGLow:AAL.RTH
1.81AAL.RTHDetails
Price/FCF
41.84
High:TGLS
91.99TGLSLow:AAL.RTH
4.74AAL.RTHDetails
P/E Ratio
14.32
High:CPNG
159.57CPNGLow:EC
6.06ECDetails
PEG Ratio
10.08
High:TGLS
61.15TGLSLow:PFE
2.57PFEDetails
Price/Book
1.77
High:CPNG
12.3CPNGLow:AAL.RTH
-2.07AAL.RTHDetails
Price/Sales
1.81
High:EQIX
9.05EQIXLow:AAL.RTH
0.15AAL.RTHDetails
Price/CF
8.83
High:CPNG
29.34CPNGLow:AAL.RTH
1.81AAL.RTHDetails
Price/FCF
41.84
High:TGLS
91.99TGLSLow:AAL.RTH
4.74AAL.RTHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.59% | Jan 2022 | Nov 2023 | 22 |
-33.48% | Feb 2025 | - | 9 |
-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 |