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-2.79%
This Month
+34.71%
Year To Date
+72%
2 Years
+29.56%
5 Years
+29.56%
10 Years
+13.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading73.26%
Exchanges Breakdown
- Exchange
- Total
- 🌍 FX24.33%
- 🇺🇸 Nasdaq13.24%
- 🇺🇸 NYSE7.74%
- 🇬🇧 LSE4.28%
- 🌍 Digital Currency0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.98%
- 🇬🇧 United Kingdom4.28%
Dividends
Dividend Yield
0.17%
1 out of 3 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: thomaspj (0.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.17% | 0.63% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (thomaspj) | Ex-Dividend | Sep 22, 2025 | $0.52 |
META (thomaspj) | Pay Day | Sep 29, 2025 | $0.52 |
 GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
 NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
 MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 4/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-0.93
-0.93
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-0.93
-0.93
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.49% | May 2023 | May 2025 | 24 |
-2.79% | Sep 2025 | - | 1 |