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+0.96%
This Month
+24.23%
Year To Date
+33.53%
2 Years
+33.53%
5 Years
+33.53%
10 Years
+26.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading44.56%
- 🖥️ Technology Services22.38%
- 💻 Electronic Technology9.56%
- 🛍️ Retail Trade5.78%
- 💵 Cash5.21%
- 🛠️ Producer Manufacturing4.33%
- 💰 Finance3.43%
- 💇♀️ Consumer Services1.27%
- 🏭 Industrial Services1.24%
- 🚗 Consumer Durables1.05%
- 🧬 Health Technology0.76%
- 💼 Commercial Services0.73%
- 🪙 Cryptocurrencies0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.73%
- 🇺🇸 NYSE31.95%
- 🇬🇧 LSE9.24%
- 🇭🇰 Hong Kong Exchanges3.05%
- 🇸🇪 Stockholm Stock Exchange2.89%
- 🌍 Digital Currency2.8%
- 🇫🇷 Euronext Paris0.87%
- 🇩🇪 FRA0.59%
- 🇦🇺 Sydney0.51%
- 🇮🇹 Borsa Italiana0.37%
- 🇪🇸 Bolsa De Madrid0.15%
- 🇳🇱 Euronext Amsterdam0.07%
- 🇳🇴 Oslo Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.55%
- 🇬🇧 United Kingdom8.9%
- 🇨🇦 Canada8.9%
- 🇨🇳 China4.09%
- 🇸🇪 Sweden2.89%
- 🇿🇦 South Africa1.02%
- 🇹🇼 Taiwan0.99%
- 🇫🇷 France0.7%
- 🇩🇪 Germany0.59%
- 🇦🇺 Australia0.51%
- 🇮🇹 Italy0.37%
- 🇳🇱 Netherlands0.17%
- 🇪🇸 Spain0.15%
- 🇨🇾 Cyprus0.07%
- 🇳🇴 Norway0.05%
Dividends
Dividend Yield
0.52%
20 out of 37 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $LMT (2.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.15% | 0.77% | - |
 GoldWorldWide | 0.12% | 0.72% | - |
 BA.L | 0.05% | 2.04% | $0.3 |
 01211.HK | 0.04% | 1.46% | $3.41 |
 EuropeDefense | 0.03% | 1% | - |
 Fostijn | 0.03% | 0.73% | - |
 CPU.ASX | 0.01% | 2.67% | $0.8 |
 LNG | 0.01% | 1% | $1.7 |
 SAABB.ST | 0.01% | 0.41% | $1.6 |
 AMAT | 0.01% | 0.66% | $1.44 |
 GOOG | 0.01% | 0.26% | $0.2 |
 META | 0.01% | 0.31% | $1 |
 TSM | 0.01% | 0.9% | $1.74 |
 IBKR | 0.01% | 0.47% | - |
 LMT | 0.01% | 2.95% | $12.45 |
 LLY | 0% | 0.59% | $4.86 |
 BABA | 0% | 0.65% | $0.98 |
 AAPL | 0% | 0.37% | $0.97 |
 COST | 0% | 0.57% | $19.22 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AMAT | Pay Day | Dec 11, 2025 | $0.46 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
 MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
 AEM (GoldWorldWide) | Pay Day | Dec 15, 2025 | $0.40 |
LMT | Pay Day | Dec 30, 2025 | $3.45 |
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.3/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
2.66
2.66
0
1
2
3
3
Jensen's Alpha
6.82
6.82
-2
0
2
7
7
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
4.31
4.31
0
0.3
0.6
5
5
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
2.66
2.66
0
1
2
3
3
Jensen's Alpha
6.82
6.82
-2
0
2
7
7
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
4.31
4.31
0
0.3
0.6
5
5
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.63
High:
PLTR
425.07PLTRLow:
FLTR.L
-181.72FLTR.LDetails
PEG Ratio
414.72
High:
AMAT
6,456.94AMATLow:
CRWV
-244.16CRWVDetails
Price/Book
9.34
High:
APP
158.93APPLow:
MSTR
0.98MSTRDetails
Price/Sales
7.57
High:PLTR
119.94PLTRLow:
ACHR
-ACHRDetails
Price/CF
23.82
High:MSTR
7,511.07MSTRLow:
IBKR
1.13IBKRDetails
Price/FCF
58.79
High:MSTR
1,187.5MSTRLow:IBKR
1.13IBKRDetails
P/E Ratio
35.63
High:PLTR
425.07PLTRLow:FLTR.L
-181.72FLTR.LDetails
PEG Ratio
414.72
High:AMAT
6,456.94AMATLow:CRWV
-244.16CRWVDetails
Price/Book
9.34
High:APP
158.93APPLow:MSTR
0.98MSTRDetails
Price/Sales
7.57
High:PLTR
119.94PLTRLow:ACHR
-ACHRDetails
Price/CF
23.82
High:MSTR
7,511.07MSTRLow:IBKR
1.13IBKRDetails
Price/FCF
58.79
High:MSTR
1,187.5MSTRLow:IBKR
1.13IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.06% | Mar 2025 | Apr 2025 | 1 |
-3.3% | Oct 2025 | - | 3 |
-3.28% | Dec 2024 | Feb 2025 | 2 |