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-1.24%
This Month
+2.79%
Year To Date
+35.16%
2 Years
+46.62%
5 Years
+46.62%
10 Years
+14.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading43.54%
- 💵 Cash33.16%
- 🖥️ Technology Services6.89%
- 🛍️ Retail Trade6.68%
- 💻 Electronic Technology6.16%
- 💰 Finance5.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.62%
- 🇺🇸 Nasdaq22.37%
- 🇬🇧 LSE5.33%
- 🇫🇷 Euronext Paris5.16%
- 🇮🇹 Borsa Italiana2.85%
- 🇸🇪 Stockholm Stock Exchange1.71%
- 🇳🇱 Euronext Amsterdam1.5%
- 🇨🇭 SIX1.27%
- 🇩🇰 Copenhagen Stock Exchange1.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.89%
- 🇬🇧 United Kingdom8.24%
- 🇫🇷 France5.16%
- 🇮🇹 Italy2.85%
- 🇫🇮 Finland1.71%
- 🇳🇱 Netherlands1.5%
- 🇧🇷 Brazil1.42%
- 🇨🇭 Switzerland1.27%
- 🇩🇰 Denmark1.24%
- 🇭🇰 Hong Kong0.76%
Dividends
Dividend Yield
1.52%
12 out of 14 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (5.66%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GE | Pay Day | Oct 27, 2025 | $0.36 |
 JPM | Pay Day | Oct 31, 2025 | $1.50 |
 COST | Ex-Dividend | Oct 31, 2025 | $1.30 |
JPM (thomaspj) | Pay Day | Oct 31, 2025 | $1.50 |
 UTG.L (triangulacapital) | Pay Day | Oct 31, 2025 | $0.17 |
 C (thomaspj) | Ex-Dividend | Nov 3, 2025 | $0.60 |
 AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
 TJX | Ex-Dividend | Nov 13, 2025 | $0.42 |
COST | Pay Day | Nov 14, 2025 | $1.30 |
 MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
C (thomaspj) | Pay Day | Nov 26, 2025 | $0.60 |
 GS (thomaspj) | Ex-Dividend | Dec 2, 2025 | $4.00 |
TJX | Pay Day | Dec 4, 2025 | $0.42 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
 WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 5.2/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
-0.45
-0.45
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
-0.45
-0.45
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.28
High:
PANW
129.92PANWLow:
JPM
14.74JPMDetails
PEG Ratio
194.59
High:
ORLY
681.62ORLYLow:
GE
60.38GEDetails
Price/Book
10.42
High:
NVDA
44.55NVDALow:ORLY
-70.15ORLYDetails
Price/Sales
7.06
High:NVDA
27.21NVDALow:
WMT
1.25WMTDetails
Price/CF
26.48
High:NVDA
55.25NVDALow:
ARES
15.85ARESDetails
Price/FCF
48.22
High:WMT
118.18WMTLow:JPM
33.03JPMDetails
P/E Ratio
33.28
High:PANW
129.92PANWLow:JPM
14.74JPMDetails
PEG Ratio
194.59
High:ORLY
681.62ORLYLow:GE
60.38GEDetails
Price/Book
10.42
High:NVDA
44.55NVDALow:ORLY
-70.15ORLYDetails
Price/Sales
7.06
High:NVDA
27.21NVDALow:WMT
1.25WMTDetails
Price/CF
26.48
High:NVDA
55.25NVDALow:ARES
15.85ARESDetails
Price/FCF
48.22
High:WMT
118.18WMTLow:JPM
33.03JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.84% | Feb 2025 | - | 9 |
-6.64% | Aug 2023 | Nov 2023 | 3 |
-3.88% | Apr 2024 | May 2024 | 1 |
-3.48% | Dec 2024 | Jan 2025 | 1 |
-3.28% | Jul 2024 | Nov 2024 | 4 |
-1.64% | Feb 2023 | Mar 2023 | 1 |