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-1.52%
Today
-5.79%
This Month
-17.21%
Year To Date
+495.39%
2 Years
+141.07%
5 Years
+26.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.6%
- 👥 Copy Trading22.69%
- 🪙 Cryptocurrencies16.49%
- 💵 Cash13.82%
- 🛍️ Retail Trade10.87%
- 🛠️ Producer Manufacturing1.58%
- 🚗 Consumer Durables1.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.42%
- 🇺🇸 Nasdaq23.39%
- 🌍 Digital Currency16.49%
- 🇬🇧 LSE5.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.05%
- 🇹🇼 Taiwan12.94%
- 🇨🇳 China11.82%
- 🇬🇧 United Kingdom5.35%
Dividends
Dividend Yield
0.71%
3 out of 10 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $VIPS (3.1%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (thomaspj) | Pay Day | Jun 16, 2025 | $0.21 |
 META (thomaspj) | Ex-Dividend | Jun 16, 2025 | $0.52 |
META (thomaspj) | Pay Day | Jun 26, 2025 | $0.52 |
 GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
 NVDA (thomaspj) | Pay Day | Jul 3, 2025 | $0.01 |
 TSM | Pay Day | Jul 10, 2025 | $0.68 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 6.6/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
53.01
53.01
-2
0
2
54
54
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
3.03
3.03
0
0.75
1.25
4
4
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
53.01
53.01
-2
0
2
54
54
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
3.03
3.03
0
0.75
1.25
4
4
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.07
High:
TSM
27.72TSMLow:
RKLB
-63.95RKLBDetails
PEG Ratio
34.44
High:TSM
57.78TSMLow:
QS
-76.22QSDetails
Price/Book
7.92
High:RKLB
28.19RKLBLow:
NIO
-139.34NIODetails
Price/Sales
10.47
High:RKLB
28.64RKLBLow:QS
-QSDetails
Price/CF
13.49
High:
VIPS
50.96VIPSLow:QS
9.01QSDetails
Price/FCF
45.13
High:TSM
45.15TSMLow:QS
15.65QSDetails
P/E Ratio
28.07
High:TSM
27.72TSMLow:RKLB
-63.95RKLBDetails
PEG Ratio
34.44
High:TSM
57.78TSMLow:QS
-76.22QSDetails
Price/Book
7.92
High:RKLB
28.19RKLBLow:NIO
-139.34NIODetails
Price/Sales
10.47
High:RKLB
28.64RKLBLow:QS
-QSDetails
Price/CF
13.49
High:VIPS
50.96VIPSLow:QS
9.01QSDetails
Price/FCF
45.13
High:TSM
45.15TSMLow:QS
15.65QSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.49% | Jul 2021 | Nov 2024 | 40 |
-39.54% | Feb 2025 | - | 5 |