Loading...
+0.5%
Today
+6.31%
This Month
+33.29%
Year To Date
+28.82%
2 Years
+28.2%
5 Years
+14.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading77.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq12.76%
- 🇺🇸 NYSE9.82%
- 🇬🇧 LSE3.32%
- 🌍 FX3%
- 🌍 Digital Currency0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.58%
- 🇬🇧 United Kingdom3.32%
Dividends
Dividend Yield
0.19%
1 out of 3 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: thomaspj (0.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.19% | 0.69% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
Performance Metrics
Score 3.2/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-3.24
-3.24
-4
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-3.24
-3.24
-4
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
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 |