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+0.01%
Today
+0.38%
This Month
+0.69%
Year To Date
+27.52%
2 Years
+46.56%
5 Years
+14.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance21.88%
- 👥 Copy Trading19.77%
- 🛍️ Retail Trade14.98%
- 💻 Electronic Technology14.61%
- 💵 Cash13.52%
- 🖥️ Technology Services8.74%
- 📊 ETFs4.23%
- 🍞 Consumer Non Durables1.32%
- 🧬 Health Technology1.21%
- 🪙 Cryptocurrencies0.43%
- 💇♀️ Consumer Services0.27%
- 🏭 Industrial Services0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.05%
- 🇺🇸 Nasdaq29.71%
- 🇬🇧 LSE2.66%
- 🇫🇷 Euronext Paris2.02%
- 🇮🇹 Borsa Italiana1.18%
- 🇳🇱 Euronext Amsterdam1.17%
- 🇸🇪 Stockholm Stock Exchange0.67%
- 🇪🇸 Bolsa De Madrid0.6%
- 🌍 Digital Currency0.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.28%
- 🇬🇧 United Kingdom4.7%
- 🇫🇷 France2.02%
- 🇮🇹 Italy1.18%
- 🇳🇱 Netherlands1.17%
- 🇱🇺 Luxembourg0.87%
- 🇫🇮 Finland0.67%
- 🇪🇸 Spain0.6%
- 🇧🇷 Brazil0.57%
- 🇨🇭 Switzerland0.42%
- 🇧🇲 Bermuda0.35%
Dividends
Dividend Yield
0.98%
26 out of 36 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.4% | 4.5% | - |
 JPM | 0.11% | 1.79% | $4.4 |
 ARES | 0.09% | 2.3% | $3.4 |
 thomaspj | 0.08% | 0.69% | - |
 TJX | 0.06% | 1.27% | $1.42 |
 PGR | 0.04% | 1.87% | $1.15 |
 AVGO | 0.03% | 0.84% | $19.7 |
 SPY | 0.03% | 1.21% | - |
 V | 0.02% | 0.64% | $2.01 |
 COST | 0.02% | 0.48% | $19.22 |
 KKR | 0.01% | 0.51% | $0.67 |
 META | 0.01% | 0.29% | $1 |
 MA | 0.01% | 0.52% | $2.46 |
 QQQ | 0.01% | 0.58% | - |
 MSFT | 0.01% | 0.67% | $3 |
 WMT | 0.01% | 0.96% | $0.81 |
 GOOG | 0.01% | 0.45% | $0.2 |
 AAPL | 0.01% | 0.47% | $0.97 |
 CB | 0.01% | 1.3% | $3.49 |
 LLY | 0.01% | 0.74% | $4.86 |
 SYK | 0% | 0.84% | $3.15 |
 CTAS | 0% | 0.71% | $5.4 |
 TTEK | 0% | 0.65% | $1.07 |
 VRT | 0% | 0.11% | $0.06 |
 NVDA | 0% | 0.03% | $0.02 |
 FCNCA | 0% | 0.36% | $5.67 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GE (thomaspj) | Ex-Dividend | Jul 7, 2025 | $0.36 |
MA | Ex-Dividend | Jul 9, 2025 | $0.76 |
GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
SYK | Pay Day | Jul 31, 2025 | $0.84 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
TJX | Ex-Dividend | Aug 14, 2025 | $0.42 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
WMT (thomaspj) | Ex-Dividend | Aug 15, 2025 | $0.24 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
WMT (thomaspj) | Pay Day | Sep 2, 2025 | $0.24 |
TJX | Pay Day | Sep 4, 2025 | $0.42 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 5.8/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
1.25
1.25
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
1.41
1.41
0
0.3
0.6
2
2
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
1.25
1.25
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
1.41
1.41
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.28
High:
AXON
192.55AXONLow:
ACGL
9.15ACGLDetails
PEG Ratio
296.79
High:
AZO
1,281.52AZOLow:
SPOT
10.82SPOTDetails
Price/Book
10.07
High:
MA
77.65MALow:
ORLY
-57.64ORLYDetails
Price/Sales
6.9
High:AXON
29.1AXONLow:
WMT
1.16WMTDetails
Price/CF
23.59
High:AXON
95.23AXONLow:ACGL
5.59ACGLDetails
Price/FCF
43.92
High:
LLY
631.92LLYLow:ACGL
5.67ACGLDetails
P/E Ratio
33.28
High:AXON
192.55AXONLow:ACGL
9.15ACGLDetails
PEG Ratio
296.79
High:AZO
1,281.52AZOLow:SPOT
10.82SPOTDetails
Price/Book
10.07
High:MA
77.65MALow:ORLY
-57.64ORLYDetails
Price/Sales
6.9
High:AXON
29.1AXONLow:WMT
1.16WMTDetails
Price/CF
23.59
High:AXON
95.23AXONLow:ACGL
5.59ACGLDetails
Price/FCF
43.92
High:LLY
631.92LLYLow:ACGL
5.67ACGLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.1% | Feb 2025 | - | 6 |
-5.81% | Dec 2022 | Apr 2023 | 4 |
-5.46% | Aug 2023 | Dec 2023 | 4 |
-3.87% | Apr 2024 | May 2024 | 1 |
-2.56% | Dec 2024 | Jan 2025 | 1 |
-0.72% | Jul 2024 | Aug 2024 | 1 |
-0.03% | Oct 2024 | Nov 2024 | 1 |