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+0.4%
Today
+2.65%
This Month
+17.41%
Year To Date
+21.56%
2 Years
-10.36%
5 Years
-2.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading67.5%
- 💵 Cash20.58%
- 💰 Finance0.13%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.84%
- 🇺🇸 NYSE25.51%
- 🇬🇧 LSE16.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.23%
- 🇬🇧 United Kingdom16.28%
- 🇧🇷 Brazil0.13%
Dividends
Dividend Yield
0.64%
2 out of 3 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: thomaspj (0.95%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (thomaspj) | Pay Day | Jun 26, 2025 | $0.52 |
 GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
 AXP (thomaspj) | Ex-Dividend | Jul 3, 2025 | $0.82 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
 NVDA (thomaspj) | Pay Day | Jul 3, 2025 | $0.01 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 2.3/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-13.02
-13.02
-14
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.21
-0.21
-1
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-13.02
-13.02
-14
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.21
-0.21
-1
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
9.47
High:
ITUB
9.46ITUBLow:
BNGO
-0.06BNGODetails
PEG Ratio
181.73
High:ITUB
184.37ITUBLow:BNGO
-0.07BNGODetails
Price/Book
2.04
High:ITUB
2.04ITUBLow:BNGO
0.21BNGODetails
Price/Sales
1.05
High:ITUB
1.05ITUBLow:BNGO
0.31BNGODetails
Price/CF
2.38
High:ITUB
2.38ITUBLow:ITUB
2.38ITUBDetails
Price/FCF
2.95
High:ITUB
2.95ITUBLow:ITUB
2.95ITUBDetails
P/E Ratio
9.47
High:ITUB
9.46ITUBLow:BNGO
-0.06BNGODetails
PEG Ratio
181.73
High:ITUB
184.37ITUBLow:BNGO
-0.07BNGODetails
Price/Book
2.04
High:ITUB
2.04ITUBLow:BNGO
0.21BNGODetails
Price/Sales
1.05
High:ITUB
1.05ITUBLow:BNGO
0.31BNGODetails
Price/CF
2.38
High:ITUB
2.38ITUBLow:ITUB
2.38ITUBDetails
Price/FCF
2.95
High:ITUB
2.95ITUBLow:ITUB
2.95ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.33% | Feb 2021 | - | 53 |