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+2.83%
This Month
+26.26%
Year To Date
+53.1%
2 Years
+53.1%
5 Years
+53.1%
10 Years
+53.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading92%
- 💵 Cash0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.1%
- 🇺🇸 NYSE25.77%
- 🇬🇧 LSE14.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.88%
- 🇬🇧 United Kingdom14.26%
Dividends
Dividend Yield
0.58%
1 out of 1 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: thomaspj (0.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.58% | 0.63% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (thomaspj) | Ex-Dividend | Sep 22, 2025 | $0.52 |
META (thomaspj) | Pay Day | Sep 29, 2025 | $0.52 |
 GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
 NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
 MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 8.7/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.46
1.46
0
0.5
1
2
2
Sortino Ratio
3.71
3.71
0
1
2
4
4
Jensen's Alpha
40.16
40.16
-2
0
2
41
41
Omega Ratio
2.67
2.67
0
1
1.5
3
3
Treynor Ratio
4.12
4.12
0
0.75
1.25
5
5
Information Ratio
1.18
1.18
0
0.3
0.6
2
2
Calmar Ratio
5.71
5.71
0
0.3
0.6
6
6
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.46
1.46
0
0.5
1
2
2
Sortino Ratio
3.71
3.71
0
1
2
4
4
Jensen's Alpha
40.16
40.16
-2
0
2
41
41
Omega Ratio
2.67
2.67
0
1
1.5
3
3
Treynor Ratio
4.12
4.12
0
0.75
1.25
5
5
Information Ratio
1.18
1.18
0
0.3
0.6
2
2
Calmar Ratio
5.71
5.71
0
0.3
0.6
6
6
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.52% | Apr 2025 | Jun 2025 | 2 |