Loading...
-4.03%
This Month
+12.3%
Year To Date
+55.95%
2 Years
+69.41%
5 Years
+108.21%
10 Years
+13.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.03%
- 👥 Copy Trading28.45%
- 🖥️ Technology Services21.83%
- 💵 Cash7.73%
- 💼 Commercial Services1.87%
- 🛍️ Retail Trade1.15%
- 💇♀️ Consumer Services0.82%
- 🍞 Consumer Non Durables0.56%
- 🛠️ Producer Manufacturing0.06%
- 🪨 Non Energy Minerals0.01%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.96%
- 🇺🇸 NYSE29.45%
- 🇬🇧 LSE1.44%
- 🇫🇷 Euronext Paris0.85%
- 🇳🇴 Oslo Stock Exchange0.6%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.83%
- 🇬🇧 United Kingdom1.44%
- 🇫🇷 France0.85%
- 🇳🇴 Norway0.6%
Dividends
Dividend Yield
0.54%
9 out of 15 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.76%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PYPL | Pay Day | Jun 25, 2026 | $0.14 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
 BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
NVDA (thomaspj) | Pay Day | Jun 26, 2026 | $0.25 |
 BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
 GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL.L (thomaspj) | Pay Day | Jun 29, 2026 | $0.39 |
 DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 NKE | Pay Day | Jul 1, 2026 | $0.41 |
 M.US | Pay Day | Jul 1, 2026 | $0.19 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 JPM (thomaspj) | Ex-Dividend | Jul 6, 2026 | $1.50 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
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 3.9/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-2.72
-2.72
-3
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-2.72
-2.72
-3
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.04
High:
PLTR
159.64PLTRLow:
IONQ
-383.53IONQDetails
PEG Ratio
-18.18
High:
ORCL
142.34ORCLLow:IONQ
-362.7IONQDetails
Price/Book
16.53
High:PLTR
40.2PLTRLow:M.US
1.26M.USDetails
Price/Sales
16.28
High:IONQ
130.26IONQLow:M.US
0.28M.USDetails
Price/CF
29.77
High:PLTR
138.09PLTRLow:M.US
3.01M.USDetails
Price/FCF
52.05
High:NKE
947.69NKELow:M.US
4.37M.USDetails
P/E Ratio
33.04
High:PLTR
159.64PLTRLow:IONQ
-383.53IONQDetails
PEG Ratio
-18.18
High:ORCL
142.34ORCLLow:IONQ
-362.7IONQDetails
Price/Book
16.53
High:PLTR
40.2PLTRLow:M.US
1.26M.USDetails
Price/Sales
16.28
High:IONQ
130.26IONQLow:M.US
0.28M.USDetails
Price/CF
29.77
High:PLTR
138.09PLTRLow:M.US
3.01M.USDetails
Price/FCF
52.05
High:NKE
947.69NKELow:M.US
4.37M.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.33% | Sep 2020 | Sep 2024 | 48 |
-6.98% | Nov 2025 | Apr 2026 | 5 |
-4.03% | Jun 2026 | - | 1 |
-4.02% | Feb 2025 | Apr 2025 | 2 |
-0.77% | Dec 2024 | Jan 2025 | 1 |