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-0.07%
This Month
+18.52%
Year To Date
+31.41%
2 Years
+71.57%
5 Years
+71.57%
10 Years
+13.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading20.96%
- 📊 ETFs20.44%
- 🍞 Consumer Non Durables16.94%
- 💰 Finance8.87%
- 📡 Communications7.44%
- 🖥️ Technology Services6.27%
- 💻 Electronic Technology4.76%
- 🧬 Health Technology3.58%
- 🚚 Transportation2.72%
- 🏥 Health Services1.65%
- 🧪 Process Industries1.39%
- 💵 Cash1.38%
- 💇♀️ Consumer Services1.37%
- ⛏️ Energy Minerals1.27%
- 💼 Commercial Services0.51%
- 🪙 Cryptocurrencies0.33%
- 🛍️ Retail Trade0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.12%
- 🇺🇸 Nasdaq21.44%
- 🇬🇧 LSE7.55%
- 🇨🇭 SIX2.25%
- 🇦🇺 Sydney1.23%
- 🇩🇪 FRA0.77%
- 🌍 Digital Currency0.38%
- 🇺🇸 Chicago Board Options Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.26%
- 🇬🇧 United Kingdom7.55%
- 🇨🇭 Switzerland3.65%
- 🇳🇱 Netherlands2.09%
- 🇦🇺 Australia1.23%
- 🇩🇰 Denmark1.21%
- 🇩🇪 Germany0.77%
- 🇨🇦 Canada0.03%
Dividends
Dividend Yield
2.52%
21 out of 34 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGNC | 0.74% | 13.96% | $1.44 |
 MO | 0.57% | 7.02% | $3.92 |
 T | 0.3% | 4.56% | $1.11 |
 thomaspj | 0.15% | 0.77% | - |
 KO | 0.15% | 2.89% | $1.89 |
 AMCR | 0.09% | 6.25% | $0.5 |
 NESN.ZU | 0.09% | 3.86% | $3 |
 UPS | 0.07% | 6.55% | $6.5 |
 ABBV | 0.07% | 2.93% | $6.06 |
 CVX | 0.06% | 4.6% | $6.28 |
 HPQ | 0.05% | 4.77% | $1.1 |
 UNH | 0.04% | 2.56% | $7.74 |
 STZ | 0.04% | 2.87% | $3.68 |
 FLT.ASX | 0.03% | 2.68% | $0.28 |
 NVO | 0.03% | 2.45% | $0.98 |
 DTE.DE | 0.03% | 3.76% | $0.77 |
 ASML | 0.01% | 0.58% | $5.57 |
 Dollarydoos | 0% | 0.23% | - |
 NVDA | 0% | 0.02% | $0.02 |
 PYPL | 0% | 0.23% | - |
 BAC | -0.02% | -1.95% | $-0.96 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
Performance Metrics
Score 4/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-1.24
-1.24
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-1.24
-1.24
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.51
High:
ABBV
168.51ABBVLow:
AKA.US
-4.77AKA.USDetails
PEG Ratio
56.42
High:
NVO
129.77NVOLow:AKA.US
-32.34AKA.USDetails
Price/Book
9.04
High:
NVDA
35.78NVDALow:ABBV
-149.39ABBVDetails
Price/Sales
5.2
High:NVDA
22.9NVDALow:AKA.US
0.21AKA.USDetails
Price/CF
21.97
High:NVDA
54.84NVDALow:
WIZZ.L
1.76WIZZ.LDetails
Price/FCF
44.67
High:
AMCR
713.83AMCRLow:WIZZ.L
3.2WIZZ.LDetails
P/E Ratio
26.51
High:ABBV
168.51ABBVLow:AKA.US
-4.77AKA.USDetails
PEG Ratio
56.42
High:NVO
129.77NVOLow:AKA.US
-32.34AKA.USDetails
Price/Book
9.04
High:NVDA
35.78NVDALow:ABBV
-149.39ABBVDetails
Price/Sales
5.2
High:NVDA
22.9NVDALow:AKA.US
0.21AKA.USDetails
Price/CF
21.97
High:NVDA
54.84NVDALow:WIZZ.L
1.76WIZZ.LDetails
Price/FCF
44.67
High:AMCR
713.83AMCRLow:WIZZ.L
3.2WIZZ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.52% | Jan 2022 | - | 48 |
-8.59% | Sep 2021 | Oct 2021 | 1 |
-5.04% | Nov 2021 | Dec 2021 | 1 |