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-4.82%
This Month
-1.12%
Year To Date
+33.76%
2 Years
+50.62%
5 Years
+119.38%
10 Years
+14.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs30.09%
- 💰 Finance22.27%
- 👥 Copy Trading22.21%
- 💻 Electronic Technology17.34%
- 🧩 Miscellaneous3.75%
- 🧬 Health Technology3.24%
- 💵 Cash1.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.09%
- 🇺🇸 Nasdaq39.98%
- 🇬🇧 LSE1.44%
- 🇳🇴 Oslo Stock Exchange0.67%
- 🇫🇷 Euronext Paris0.59%
- 🇩🇪 FRA0.51%
- 🌍 Digital Currency0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.45%
- 🇧🇷 Brazil22.27%
- 🇬🇧 United Kingdom1.44%
- 🇳🇴 Norway0.67%
- 🇫🇷 France0.59%
- 🇩🇪 Germany0.51%
- 🇨🇭 Switzerland0.37%
- 🇨🇳 China0.34%
- 🇹🇼 Taiwan0.34%
- 🇳🇱 Netherlands0.18%
Dividends
Dividend Yield
0.25%
8 out of 14 instruments pay dividend.
23 dividend payments in the next 30 days.
Highest Dividend: thomaspj (2.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.12% | 2.05% | - |
 AAPL | 0.04% | 0.34% | $0.97 |
 QuantumComputing | 0.02% | 0.39% | - |
 LLY | 0.02% | 0.57% | $4.86 |
 QQQ | 0.01% | 0.38% | - |
 AI-Revolution | 0.01% | 0.28% | - |
 BigTech | 0.01% | 0.2% | - |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (BigTech) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (QuantumComputing) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
LLY | Pay Day | Jun 10, 2026 | $1.73 |
 IBM (QuantumComputing) | Pay Day | Jun 10, 2026 | $1.69 |
 MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (BigTech) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
 CRM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.44 |
 TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (QuantumComputing) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $1.05 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
CRM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.44 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 META (BigTech) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (BigTech) | Pay Day | Jun 15, 2026 | $0.22 |
GOOGL (QuantumComputing) | Pay Day | Jun 15, 2026 | $0.22 |
META (AI-Revolution) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
 LRCX (BigTech) | Ex-Dividend | Jun 17, 2026 | $0.26 |
LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 STM.US (QuantumComputing) | Ex-Dividend | Jun 23, 2026 | $0.09 |
 GFS (QuantumComputing) | Ex-Dividend | Jun 24, 2026 | $0.12 |
META (BigTech) | Pay Day | Jun 25, 2026 | $0.53 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
 NVDA (BigTech) | Pay Day | Jun 26, 2026 | $0.25 |
 BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
 BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
NVDA (QuantumComputing) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
 GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL.L (thomaspj) | Pay Day | Jun 29, 2026 | $0.39 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
STM.US (QuantumComputing) | Pay Day | Jun 30, 2026 | $0.09 |
CRM (BigTech) | Pay Day | Jul 2, 2026 | $0.44 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
 JPM (thomaspj) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 CSCO (QuantumComputing) | Ex-Dividend | Jul 6, 2026 | $0.42 |
LRCX (BigTech) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
BABA (BigTech) | Pay Day | Jul 13, 2026 | $1.05 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
GFS (QuantumComputing) | Pay Day | Jul 14, 2026 | $0.12 |
CSCO (QuantumComputing) | Pay Day | Jul 22, 2026 | $0.42 |
JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
 EQNR.OL (thomaspj) | Ex-Dividend | Aug 13, 2026 | $0.39 |
EQNR.OL (thomaspj) | Pay Day | Aug 27, 2026 | $0.39 |
Performance Metrics
Score 4.4/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-1.34
-1.34
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-1.34
-1.34
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.57
High:MU
47.02MULow:
NU
18.45NUDetails
PEG Ratio
63.56
High:AAPL
130.22AAPLLow:MU
11.46MUDetails
Price/Book
33.17
High:AAPL
42.87AAPLLow:NU
4.68NUDetails
Price/Sales
10.3
High:MU
19.57MULow:NU
3.7NUDetails
Price/CF
24.42
High:LLY
40.23LLYLow:NU
8.55NUDetails
Price/FCF
32.53
High:LLY
132.11LLYLow:NU
8.56NUDetails
P/E Ratio
37.57
High:MU
47.02MULow:NU
18.45NUDetails
PEG Ratio
63.56
High:AAPL
130.22AAPLLow:MU
11.46MUDetails
Price/Book
33.17
High:AAPL
42.87AAPLLow:NU
4.68NUDetails
Price/Sales
10.3
High:MU
19.57MULow:NU
3.7NUDetails
Price/CF
24.42
High:LLY
40.23LLYLow:NU
8.55NUDetails
Price/FCF
32.53
High:LLY
132.11LLYLow:NU
8.56NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.07% | Nov 2021 | Jul 2024 | 32 |
-23% | Sep 2020 | Nov 2020 | 2 |
-13.05% | Feb 2025 | Jun 2025 | 4 |
-7.8% | Dec 2025 | May 2026 | 5 |
-7.24% | Nov 2024 | Jan 2025 | 2 |
-6.96% | Sep 2021 | Oct 2021 | 1 |
-5.61% | May 2021 | Aug 2021 | 3 |
-4.82% | Jun 2026 | - | 1 |
-3.24% | Mar 2021 | Apr 2021 | 1 |
-2.5% | Jul 2025 | Aug 2025 | 1 |