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+0.06%
This Month
+29.54%
Year To Date
+64.79%
2 Years
+91.61%
5 Years
+91.61%
10 Years
+23.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash46.92%
- 📊 ETFs13.69%
- 👥 Copy Trading11.44%
- 🖥️ Technology Services7.46%
- 🚗 Consumer Durables5.23%
- 💻 Electronic Technology4.52%
- 🚚 Transportation4.3%
- 🛍️ Retail Trade2.55%
- 💰 Finance2.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE24.23%
- 🇺🇸 Nasdaq18.1%
- 🇩🇪 FRA4.44%
- 🇬🇧 LSE0.98%
- 🇭🇰 Hong Kong Exchanges0.61%
- 🇳🇴 Oslo Stock Exchange0.46%
- 🌍 Digital Currency0.23%
- 🌍 FX0.2%
- 🇫🇷 Euronext Paris0.14%
- Abu Dhabi0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.73%
- 🇩🇪 Germany4.44%
- 🇬🇧 United Kingdom0.98%
- 🇨🇳 China0.61%
- 🇬🇷 Greece0.6%
- 🇳🇴 Norway0.46%
- 🇧🇲 Bermuda0.24%
- 🇫🇷 France0.14%
- 🇧🇷 Brazil0.06%
- 🇮🇱 Israel0.01%
Dividends
Dividend Yield
0.52%
5 out of 14 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BMW.DE (4.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.22% | 4.14% | - |
 LHA.DE | 0.18% | 4.09% | $0.3 |
 QCOM | 0.09% | 2.06% | $3.25 |
 thomaspj | 0.04% | 0.59% | - |
 BMW.DE | 0% | 4.98% | $6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (thomaspj) | Ex-Dividend | Oct 6, 2025 | $1.50 |
 AXP (thomaspj) | Ex-Dividend | Oct 10, 2025 | $0.82 |
 CVGW (FundManagerZech) | Pay Day | Oct 31, 2025 | $0.20 |
JPM (thomaspj) | Pay Day | Oct 31, 2025 | $1.50 |
AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
 MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 7/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
4.22
4.22
-2
0
2
5
5
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.35
1.35
0
0.3
0.6
2
2
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
4.22
4.22
-2
0
2
5
5
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.35
1.35
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
51.87
High:
TSLA
248.92TSLALow:
UPST
-681UPSTDetails
PEG Ratio
-72.47
High:
AMZN
59.68AMZNLow:UPST
-702.73UPSTDetails
Price/Book
9.77
High:TSLA
17.92TSLALow:
BMW.DE
0.58BMW.DEDetails
Price/Sales
5.63
High:TSLA
16.31TSLALow:
LHA.DE
0.23LHA.DEDetails
Price/CF
29.14
High:TSLA
70.91TSLALow:LHA.DE
2.43LHA.DEDetails
Price/FCF
126.66
High:TSLA
200.12TSLALow:
DV
16.65DVDetails
P/E Ratio
51.87
High:TSLA
248.92TSLALow:UPST
-681UPSTDetails
PEG Ratio
-72.47
High:AMZN
59.68AMZNLow:UPST
-702.73UPSTDetails
Price/Book
9.77
High:TSLA
17.92TSLALow:BMW.DE
0.58BMW.DEDetails
Price/Sales
5.63
High:TSLA
16.31TSLALow:LHA.DE
0.23LHA.DEDetails
Price/CF
29.14
High:TSLA
70.91TSLALow:LHA.DE
2.43LHA.DEDetails
Price/FCF
126.66
High:TSLA
200.12TSLALow:DV
16.65DVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.75% | Aug 2023 | Nov 2023 | 3 |
-8.98% | Dec 2022 | Jan 2023 | 1 |
-8.51% | Dec 2024 | May 2025 | 5 |
-7.86% | Sep 2022 | Nov 2022 | 2 |
-5.64% | Apr 2023 | May 2023 | 1 |
-3.94% | Aug 2024 | Nov 2024 | 3 |
-3.64% | Apr 2024 | May 2024 | 1 |
-2.68% | Jan 2024 | Feb 2024 | 1 |