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-3.68%
This Month
-3.53%
Year To Date
+11.8%
2 Years
+49.85%
5 Years
+49.85%
10 Years
+12.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading44%
- 💵 Cash14.82%
- 💻 Electronic Technology13.36%
- 🛍️ Retail Trade10.79%
- 📊 ETFs8.43%
- 💰 Finance5.1%
- 🖥️ Technology Services3.46%
- 💼 Commercial Services0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.27%
- 🇺🇸 Nasdaq24.62%
- 🇬🇧 LSE4.31%
- 🇫🇷 Euronext Paris3.33%
- 🇩🇪 Xetra ETFs2.68%
- 🇳🇴 Oslo Stock Exchange0.91%
- 🇮🇹 Borsa Italiana0.51%
- 🇳🇱 Euronext Amsterdam0.39%
- 🇦🇪 Dubai Financial Market0.34%
- 🇭🇰 Hong Kong Exchanges0.19%
- 🇦🇺 Sydney0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.28%
- 🇬🇧 United Kingdom6.55%
- 🇫🇷 France3.22%
- 🇨🇦 Canada1.02%
- 🇳🇴 Norway0.91%
- 🇹🇼 Taiwan0.68%
- 🇮🇹 Italy0.51%
- 🇳🇱 Netherlands0.5%
- 🇨🇭 Switzerland0.48%
- 🇧🇷 Brazil0.4%
- 🇱🇺 Luxembourg0.32%
- 🇦🇺 Australia0.28%
- 🇩🇪 Germany0.25%
- 🇨🇳 China0.19%
- 🇰🇷 South Korea0.06%
- 🇮🇱 Israel0.03%
Dividends
Dividend Yield
0.82%
23 out of 31 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PGR (6.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.32% | 1.78% | - |
 triangulacapital | 0.19% | 1.46% | - |
 Akatri | 0.09% | 0.7% | - |
 TJX | 0.06% | 1.09% | $1.42 |
 HSBC | 0.03% | 4.28% | $3.03 |
 JPM | 0.03% | 1.95% | $4.4 |
 WMT | 0.01% | 0.78% | $0.81 |
 PGR | 0.01% | 6.62% | $1.15 |
 AAPL | 0.01% | 0.4% | $0.97 |
 ARES | 0.01% | 4.05% | $3.4 |
 CB | 0.01% | 1.17% | $3.49 |
 MSFT | 0.01% | 0.86% | $3 |
 AVGO | 0.01% | 0.71% | $19.7 |
 V | 0% | 0.78% | $2.01 |
 KKR | 0% | 0.79% | $0.67 |
 GOOG | 0% | 0.28% | $0.2 |
 ITUB | 0% | 0.98% | $0.15 |
 META | 0% | 0.32% | $1 |
 VRT | 0% | 0.07% | $0.06 |
 COST | 0% | 0.52% | $19.22 |
 CTAS | 0% | 0.87% | $5.4 |
 NVDA | 0% | 0.02% | $0.02 |
 FCNCA | 0% | 0.41% | $5.67 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
0.22
0.22
-2
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
1.33
1.33
0
0.3
0.6
2
2
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
0.22
0.22
-2
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
1.33
1.33
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
32.2
High:
AXON
373.62AXONLow:PGR
10.98PGRDetails
PEG Ratio
275.67
High:JPM
1,118.42JPMLow:AVGO
23.33AVGODetails
Price/Book
12.47
High:AAPL
43.77AAPLLow:
ORLY
-103.97ORLYDetails
Price/Sales
6.88
High:AVGO
24.3AVGOLow:PGR
1.42PGRDetails
Price/CF
25.81
High:AXON
222.56AXONLow:HSBC
3.89HSBCDetails
Price/FCF
44.87
High:AXON
626.45AXONLow:HSBC
5.09HSBCDetails
P/E Ratio
32.2
High:AXON
373.62AXONLow:PGR
10.98PGRDetails
PEG Ratio
275.67
High:JPM
1,118.42JPMLow:AVGO
23.33AVGODetails
Price/Book
12.47
High:AAPL
43.77AAPLLow:ORLY
-103.97ORLYDetails
Price/Sales
6.88
High:AVGO
24.3AVGOLow:PGR
1.42PGRDetails
Price/CF
25.81
High:AXON
222.56AXONLow:HSBC
3.89HSBCDetails
Price/FCF
44.87
High:AXON
626.45AXONLow:HSBC
5.09HSBCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.1% | Feb 2025 | Jul 2025 | 5 |
-5.81% | Dec 2022 | Apr 2023 | 4 |
-5.46% | Aug 2023 | Dec 2023 | 4 |
-4.81% | Feb 2026 | - | 2 |
-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 |
-0.02% | Dec 2025 | Jan 2026 | 1 |