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+0.03%
Today
+1.42%
This Month
-7.3%
Year To Date
+384.77%
2 Years
+169.93%
5 Years
+29.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading60.85%
- 💵 Cash27.11%
- 🛠️ Producer Manufacturing2.95%
- 🚗 Consumer Durables1.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.8%
- 🇺🇸 NYSE26.7%
- 🇬🇧 LSE7.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.38%
- 🇬🇧 United Kingdom7.74%
- 🇨🇳 China1.11%
Dividends
Dividend Yield
0.43%
1 out of 4 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: thomaspj (0.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.43% | 0.7% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 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 |
 GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
Performance Metrics
Score 6.7/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
50.91
50.91
-2
0
2
51
51
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
3.08
3.08
0
0.75
1.25
4
4
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
50.91
50.91
-2
0
2
51
51
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
3.08
3.08
0
0.75
1.25
4
4
Information Ratio
0.48
0.48
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
-4.35
High:
LCID
-2.11LCIDLow:
QS
-10.72QSDetails
PEG Ratio
-100.1
High:LCID
-62.04LCIDLow:QS
-116.45QSDetails
Price/Book
6.48
High:QS
5.12QSLow:
NIO
-181.29NIODetails
Price/Sales
1.39
High:LCID
8.93LCIDLow:QS
-QSDetails
Price/CF
9.01
High:QS
9.01QSLow:QS
9.01QSDetails
Price/FCF
15.65
High:QS
15.65QSLow:QS
15.65QSDetails
P/E Ratio
-4.35
High:LCID
-2.11LCIDLow:QS
-10.72QSDetails
PEG Ratio
-100.1
High:LCID
-62.04LCIDLow:QS
-116.45QSDetails
Price/Book
6.48
High:QS
5.12QSLow:NIO
-181.29NIODetails
Price/Sales
1.39
High:LCID
8.93LCIDLow:QS
-QSDetails
Price/CF
9.01
High:QS
9.01QSLow:QS
9.01QSDetails
Price/FCF
15.65
High:QS
15.65QSLow:QS
15.65QSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.49% | Jul 2021 | Nov 2024 | 40 |
-39.54% | Feb 2025 | - | 6 |