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-4.02%
This Month
+29.26%
Year To Date
+3.91%
2 Years
-35.88%
5 Years
-6.06%
10 Years
-1.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs61.87%
- 🧪 Process Industries13.43%
- ⛏️ Energy Minerals11.13%
- 🧬 Health Technology5.97%
- 🍞 Consumer Non Durables3.93%
- 👥 Copy Trading3.18%
- 💵 Cash0.28%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE66.39%
- 🇺🇸 Nasdaq21.44%
- 🇬🇧 LSE11.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.03%
- 🇷🇺 Russia11.13%
- 🇨🇦 Canada3.93%
- 🇬🇧 United Kingdom0.55%
Dividends
Dividend Yield
7.6%
3 out of 9 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (thomaspj) | Pay Day | Oct 31, 2025 | $1.50 |
 C (thomaspj) | Ex-Dividend | Nov 3, 2025 | $0.60 |
 AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
 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 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
Performance Metrics
Score 2.9/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-8.46
-8.46
-9
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-8.46
-8.46
-9
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
0.69
High:
BRKR
72.74BRKRLow:
GEVO
-10.58GEVODetails
PEG Ratio
-5.82
High:
LULU
92.67LULULow:GEVO
-52.49GEVODetails
Price/Book
0.08
High:LULU
4.67LULULow:
SCPX
-0.18SCPXDetails
Price/Sales
1.12
High:GEVO
7.71GEVOLow:
MAGN
0.03MAGNDetails
Price/CF
5.57
High:BRKR
37.67BRKRLow:
OGZDL.L
2.84OGZDL.LDetails
Price/FCF
18.86
High:BRKR
332.45BRKRLow:OGZDL.L
12.78OGZDL.LDetails
P/E Ratio
0.69
High:BRKR
72.74BRKRLow:GEVO
-10.58GEVODetails
PEG Ratio
-5.82
High:LULU
92.67LULULow:GEVO
-52.49GEVODetails
Price/Book
0.08
High:LULU
4.67LULULow:SCPX
-0.18SCPXDetails
Price/Sales
1.12
High:GEVO
7.71GEVOLow:MAGN
0.03MAGNDetails
Price/CF
5.57
High:BRKR
37.67BRKRLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
18.86
High:BRKR
332.45BRKRLow:OGZDL.L
12.78OGZDL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.1% | May 2021 | - | 54 |
-15.03% | Sep 2020 | Nov 2020 | 2 |