Loading...
+0.12%
This Month
+34.27%
Year To Date
+91.89%
2 Years
+79.43%
5 Years
+94.16%
10 Years
+13.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading51.07%
- 🪙 Cryptocurrencies19.66%
- 🧬 Health Technology12.68%
- 💻 Electronic Technology11.69%
- 🧪 Process Industries2.6%
- 🖥️ Technology Services2.31%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.8%
- 🇺🇸 NYSE19.8%
- 🌍 Digital Currency19.66%
- 🇬🇧 LSE3.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.38%
- 🇬🇧 United Kingdom3.78%
- 🇨🇳 China2.69%
- 🇩🇰 Denmark2.64%
- 🇹🇼 Taiwan1.17%
- 🇱🇺 Luxembourg0.45%
- 🇮🇪 Ireland0.27%
Dividends
Dividend Yield
0.32%
4 out of 12 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NVO (2.57%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.19% | 0.77% | - |
 NVO | 0.07% | 2.57% | $0.98 |
 AI-Revolution | 0.06% | 0.21% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (AI-Revolution) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (AI-Revolution) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6/10
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
4.27
4.27
-2
0
2
5
5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
4.27
4.27
-2
0
2
5
5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
44.41
High:
NVDA
45.18NVDALow:
SNDX
-5.62SNDXDetails
PEG Ratio
-125.52
High:
NVO
123.81NVOLow:SNDX
-1,244.46SNDXDetails
Price/Book
35.42
High:NVDA
37.29NVDALow:
AMTX
-0.32AMTXDetails
Price/Sales
22.52
High:NVDA
23.86NVDALow:
IMUX
-IMUXDetails
Price/CF
53.49
High:SNDX
104.71SNDXLow:AMTX
7.98AMTXDetails
Price/FCF
59.93
High:NVO
113.51NVOLow:
SGMO
17.04SGMODetails
P/E Ratio
44.41
High:NVDA
45.18NVDALow:SNDX
-5.62SNDXDetails
PEG Ratio
-125.52
High:NVO
123.81NVOLow:SNDX
-1,244.46SNDXDetails
Price/Book
35.42
High:NVDA
37.29NVDALow:AMTX
-0.32AMTXDetails
Price/Sales
22.52
High:NVDA
23.86NVDALow:IMUX
-IMUXDetails
Price/CF
53.49
High:SNDX
104.71SNDXLow:AMTX
7.98AMTXDetails
Price/FCF
59.93
High:NVO
113.51NVOLow:SGMO
17.04SGMODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.02% | Nov 2021 | Jun 2024 | 31 |
-10.31% | Nov 2025 | - | 2 |
-6.95% | May 2021 | Oct 2021 | 5 |
-5.29% | Jan 2021 | Mar 2021 | 2 |
-3.57% | Feb 2025 | Apr 2025 | 2 |
-3.08% | Dec 2024 | Jan 2025 | 1 |