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0%
Today
+2.58%
This Month
+11.43%
Year To Date
+75.59%
2 Years
+34.89%
5 Years
+11.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading52.13%
- 💵 Cash36.42%
- 💼 Commercial Services3.09%
- 💻 Electronic Technology1.56%
- 💇♀️ Consumer Services1.32%
- 🍞 Consumer Non Durables1.18%
- 🛍️ Retail Trade0.73%
- 🪙 Cryptocurrencies0.01%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.19%
- 🇺🇸 NYSE21.97%
- 🌍 Digital Currency5.95%
- 🇬🇧 LSE4.79%
- 🇫🇷 Euronext Paris0.38%
- 🇨🇭 SIX0.36%
- 🇭🇰 Hong Kong Exchanges0.35%
- 🇮🇹 Borsa Italiana0.23%
- 🇩🇰 Copenhagen Stock Exchange0.18%
- 🇩🇪 FRA0.18%
- 🇪🇸 Bolsa De Madrid0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.16%
- 🇬🇧 United Kingdom4.57%
- 🇨🇭 Switzerland0.8%
- 🇮🇪 Ireland0.7%
- 🇫🇷 France0.38%
- 🇱🇺 Luxembourg0.36%
- 🇨🇳 China0.35%
- 🇺🇾 Uruguay0.26%
- 🇮🇹 Italy0.23%
- 🇵🇦 Panama0.18%
- 🇩🇰 Denmark0.18%
- 🇩🇪 Germany0.18%
- 🇯🇴 Jordan0.16%
- 🇪🇸 Spain0.15%
- 🇮🇱 Israel0.09%
Dividends
Dividend Yield
0.45%
9 out of 13 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $M (5.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.23% | 0.7% | - |
 jaynemesis | 0.06% | 0.79% | - |
 hugomanenti95 | 0.04% | 0.89% | - |
 M | 0.04% | 5.35% | $0.68 |
 INTC | 0.04% | 2.45% | $0.5 |
 NKE | 0.02% | 2.02% | $1.45 |
 DIS | 0.01% | 0.83% | $0.75 |
 misterg23 | 0% | 0% | - |
 SCCO | 0% | -2.96% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 COST (jaynemesis) | Ex-Dividend | Aug 1, 2025 | $1.30 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 CNXC (hugomanenti95) | Pay Day | Aug 5, 2025 | $0.33 |
 ETN (jaynemesis) | Ex-Dividend | Aug 7, 2025 | $1.04 |
 CARR (jaynemesis) | Pay Day | Aug 8, 2025 | $0.22 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 WAB (jaynemesis) | Ex-Dividend | Aug 14, 2025 | $0.25 |
SCCO | Ex-Dividend | Aug 15, 2025 | -$0.80 |
COST (jaynemesis) | Pay Day | Aug 15, 2025 | $1.30 |
 LLY (hugomanenti95) | Ex-Dividend | Aug 15, 2025 | $1.50 |
 MTDR (hugomanenti95) | Ex-Dividend | Aug 15, 2025 | $0.31 |
 MSFT (jaynemesis) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
ETN (jaynemesis) | Pay Day | Aug 22, 2025 | $1.04 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
 NEE (jaynemesis) | Ex-Dividend | Aug 28, 2025 | $0.57 |
WAB (jaynemesis) | Pay Day | Aug 28, 2025 | $0.25 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
SCCO | Pay Day | Sep 4, 2025 | -$0.80 |
 TT (jaynemesis) | Ex-Dividend | Sep 5, 2025 | $0.94 |
MTDR (hugomanenti95) | Pay Day | Sep 5, 2025 | $0.31 |
 GOOG (jaynemesis) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
LLY (hugomanenti95) | Pay Day | Sep 10, 2025 | $1.50 |
MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
GOOG (jaynemesis) | Pay Day | Sep 15, 2025 | $0.21 |
NEE (jaynemesis) | Pay Day | Sep 15, 2025 | $0.57 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
Performance Metrics
Score 3.7/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-3.09
-3.09
-4
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-3.09
-3.09
-4
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-104.35
High:
NKE
36.28NKELow:
INTC
-4.29INTCDetails
PEG Ratio
34.6
High:
PYPL
110.5PYPLLow:
BLNK
-1.73BLNKDetails
Price/Book
1.99
High:NKE
8.75NKELow:
M
0.81MDetails
Price/Sales
2.05
High:
SCCO
6.47SCCOLow:M
0.16MDetails
Price/CF
12.25
High:
XYZ
25.54XYZLow:M
3.09MDetails
Price/FCF
25.81
High:NKE
92.49NKELow:PYPL
13.72PYPLDetails
P/E Ratio
-104.35
High:NKE
36.28NKELow:INTC
-4.29INTCDetails
PEG Ratio
34.6
High:PYPL
110.5PYPLLow:BLNK
-1.73BLNKDetails
Price/Book
1.99
High:NKE
8.75NKELow:M
0.81MDetails
Price/Sales
2.05
High:SCCO
6.47SCCOLow:M
0.16MDetails
Price/CF
12.25
High:XYZ
25.54XYZLow:M
3.09MDetails
Price/FCF
25.81
High:NKE
92.49NKELow:PYPL
13.72PYPLDetails
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 |