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-0.17%
This Month
+11.11%
Year To Date
+11.11%
2 Years
+52.16%
5 Years
+52.16%
10 Years
+15.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash90.1%
- 👥 Copy Trading7.05%
- ⛏️ Energy Minerals0.91%
- 🚗 Consumer Durables0.9%
- 🧬 Health Technology0.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq3.75%
- 🇺🇸 NYSE3.01%
- 🇬🇧 LSE0.95%
- 🇩🇪 FRA0.9%
- 🇫🇷 Euronext Paris0.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.75%
- 🇬🇧 United Kingdom0.95%
- 🇩🇪 Germany0.9%
- 🇫🇷 France0.88%
Dividends
Dividend Yield
0.18%
5 out of 5 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.1%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 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 |
 OVV | Ex-Dividend | Sep 15, 2025 | $0.30 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
OVV | Pay Day | Sep 29, 2025 | $0.30 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
 TTE.PA | Ex-Dividend | Oct 1, 2025 | $0.97 |
TTE.PA | Pay Day | Oct 3, 2025 | $0.97 |
Performance Metrics
Score 7.2/10
Beta
0.11
0.11
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
4.03
4.03
0
1
2
5
5
Jensen's Alpha
8.3
8.3
-2
0
2
9
9
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
6.54
6.54
0
0.75
1.25
7
7
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
3.84
3.84
0
0.3
0.6
4
4
Beta
0.11
0.11
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
4.03
4.03
0
1
2
5
5
Jensen's Alpha
8.3
8.3
-2
0
2
9
9
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
6.54
6.54
0
0.75
1.25
7
7
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
3.84
3.84
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
8.27
High:
OVV
17.44OVVLow:
VOW3.DE
5.35VOW3.DEDetails
PEG Ratio
9.13
High:
SAN.PA
9.13SAN.PALow:SAN.PA
9.13SAN.PADetails
Price/Book
0.6
High:SAN.PA
1.4SAN.PALow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
0.37
High:SAN.PA
2.49SAN.PALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
4.56
High:SAN.PA
9.02SAN.PALow:OVV
2.54OVVDetails
Price/FCF
23.47
High:VOW3.DE
39.89VOW3.DELow:OVV
7.17OVVDetails
P/E Ratio
8.27
High:OVV
17.44OVVLow:VOW3.DE
5.35VOW3.DEDetails
PEG Ratio
9.13
High:SAN.PA
9.13SAN.PALow:SAN.PA
9.13SAN.PADetails
Price/Book
0.6
High:SAN.PA
1.4SAN.PALow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
0.37
High:SAN.PA
2.49SAN.PALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
4.56
High:SAN.PA
9.02SAN.PALow:OVV
2.54OVVDetails
Price/FCF
23.47
High:VOW3.DE
39.89VOW3.DELow:OVV
7.17OVVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.42% | Apr 2023 | Jun 2023 | 2 |
-0.17% | Aug 2025 | - | 1 |