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-0.02%
Today
+2.12%
This Month
+41.68%
Year To Date
+49.92%
2 Years
+49.92%
5 Years
+29.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading73.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.3%
- 🇺🇸 NYSE20.59%
- 🇬🇧 LSE10.08%
- 🌍 FX1.41%
- 🌍 Digital Currency0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.89%
- 🇬🇧 United Kingdom10.08%
Dividends
Dividend Yield
0.45%
1 out of 2 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: thomaspj (0.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.45% | 0.73% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 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 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 8/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
1.37
1.37
0
0.5
1
2
2
Sortino Ratio
4.62
4.62
0
1
2
5
5
Jensen's Alpha
13.83
13.83
-2
0
2
14
14
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.71
2.71
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
6.66
6.66
0
0.3
0.6
7
7
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
1.37
1.37
0
0.5
1
2
2
Sortino Ratio
4.62
4.62
0
1
2
5
5
Jensen's Alpha
13.83
13.83
-2
0
2
14
14
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.71
2.71
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
6.66
6.66
0
0.3
0.6
7
7
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 |
|---|---|---|---|
-4.38% | Oct 2024 | Jan 2025 | 3 |
-2.71% | Mar 2024 | May 2024 | 2 |
-1.37% | Jun 2024 | Aug 2024 | 2 |
-0.95% | Mar 2025 | Apr 2025 | 1 |