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+2.69%
This Month
+21.34%
Year To Date
+124.04%
2 Years
+53.62%
5 Years
+86.69%
10 Years
+13.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading52.79%
- 💵 Cash37.52%
- 💼 Commercial Services2.99%
- 💻 Electronic Technology2.83%
- 💇♀️ Consumer Services1.22%
- 🛍️ Retail Trade0.98%
- 🍞 Consumer Non Durables0.94%
- 🪙 Cryptocurrencies0.01%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.99%
- 🇺🇸 NYSE21.48%
- 🇬🇧 LSE6.6%
- 🌍 Digital Currency5.29%
- 🇨🇭 SIX0.36%
- 🇭🇰 Hong Kong Exchanges0.28%
- 🇮🇹 Borsa Italiana0.25%
- 🇪🇸 Bolsa De Madrid0.17%
- 🇫🇷 Euronext Paris0.16%
- 🇩🇰 Copenhagen Stock Exchange0.1%
- 🇩🇪 FRA0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.22%
- 🇬🇧 United Kingdom6.21%
- 🇨🇭 Switzerland1.07%
- 🇮🇪 Ireland0.55%
- 🇱🇺 Luxembourg0.34%
- 🇨🇳 China0.28%
- 🇺🇾 Uruguay0.26%
- 🇮🇹 Italy0.25%
- 🇵🇦 Panama0.2%
- 🇪🇸 Spain0.17%
- 🇯🇴 Jordan0.17%
- 🇫🇷 France0.16%
- 🇩🇰 Denmark0.1%
- 🇩🇪 Germany0.08%
- 🇮🇱 Israel0.04%
Dividends
Dividend Yield
0.43%
8 out of 13 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $M (3.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.28% | 0.81% | - |
 jaynemesis | 0.05% | 0.66% | - |
 M | 0.04% | 3.73% | $0.68 |
 hugomanenti95 | 0.03% | 0.72% | - |
 NKE | 0.02% | 2.37% | $1.45 |
 DIS | 0.01% | 0.9% | $0.75 |
 misterg23 | 0% | 0.02% | - |
 SCCO | 0% | -2.22% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (thomaspj) | Pay Day | Oct 31, 2025 | $1.50 |
 FCX (hugomanenti95) | Pay Day | Nov 3, 2025 | $0.15 |
 C (thomaspj) | Ex-Dividend | Nov 3, 2025 | $0.60 |
 CNXC (hugomanenti95) | Pay Day | Nov 4, 2025 | $0.36 |
 MTDR (hugomanenti95) | Ex-Dividend | Nov 10, 2025 | $0.38 |
 AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
 GEV (misterg23) | Pay Day | Nov 17, 2025 | $0.25 |
 CARR (jaynemesis) | Pay Day | Nov 18, 2025 | $0.22 |
 MSFT (jaynemesis) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
C (thomaspj) | Pay Day | Nov 26, 2025 | $0.60 |
 GS (thomaspj) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 TT (jaynemesis) | Ex-Dividend | Dec 5, 2025 | $0.94 |
MTDR (hugomanenti95) | Pay Day | Dec 5, 2025 | $0.38 |
MSFT (jaynemesis) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
 GRMN (jaynemesis) | Ex-Dividend | Dec 12, 2025 | $0.90 |
GRMN (jaynemesis) | Pay Day | Dec 26, 2025 | $0.90 |
 TAN (jaynemesis) | Pay Day | Dec 27, 2025 | $0.00 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
TT (jaynemesis) | Pay Day | Dec 31, 2025 | $0.94 |
Performance Metrics
Score 3.8/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-3
-3
-3
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-3
-3
-3
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.61
High:
INTC
2,844.6INTCLow:
BLNK
-0.87BLNKDetails
PEG Ratio
1,023.51
High:INTC
2,833.91INTCLow:BLNK
-9.07BLNKDetails
Price/Book
2.06
High:
SCCO
10.82SCCOLow:
M
1.17MDetails
Price/Sales
2.51
High:SCCO
9.13SCCOLow:M
0.24MDetails
Price/CF
16.37
High:
XYZ
34.86XYZLow:M
2.44MDetails
Price/FCF
33.74
High:
NKE
169.28NKELow:M
8.32MDetails
P/E Ratio
38.61
High:INTC
2,844.6INTCLow:BLNK
-0.87BLNKDetails
PEG Ratio
1,023.51
High:INTC
2,833.91INTCLow:BLNK
-9.07BLNKDetails
Price/Book
2.06
High:SCCO
10.82SCCOLow:M
1.17MDetails
Price/Sales
2.51
High:SCCO
9.13SCCOLow:M
0.24MDetails
Price/CF
16.37
High:XYZ
34.86XYZLow:M
2.44MDetails
Price/FCF
33.74
High:NKE
169.28NKELow:M
8.32MDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.33% | Sep 2020 | Sep 2024 | 48 |
-4.02% | Feb 2025 | Apr 2025 | 2 |
-0.77% | Dec 2024 | Jan 2025 | 1 |