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0%
This Month
+19.06%
Year To Date
+187.14%
2 Years
+173.09%
5 Years
+173.09%
10 Years
+41.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading88.48%
- 🪙 Cryptocurrencies0.89%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency35.5%
- 🇺🇸 Nasdaq28.59%
- 🇺🇸 NYSE18.1%
- 🇬🇧 LSE7.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.7%
- 🇬🇧 United Kingdom7.18%
Dividends
Dividend Yield
0.39%
1 out of 6 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: thomaspj (0.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.39% | 0.72% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 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 7.7/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.93
1.93
0
1
2
3
3
Jensen's Alpha
20.76
20.76
-2
0
2
21
21
Omega Ratio
1.78
1.78
0
1
1.5
2.5
2.5
Treynor Ratio
2.08
2.08
0
0.75
1.25
3
3
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.93
1.93
0
1
2
3
3
Jensen's Alpha
20.76
20.76
-2
0
2
21
21
Omega Ratio
1.78
1.78
0
1
1.5
2.5
2.5
Treynor Ratio
2.08
2.08
0
0.75
1.25
3
3
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-17.42% | Feb 2025 | Jun 2025 | 4 |
-15.91% | Apr 2024 | Nov 2024 | 7 |
-15.31% | Sep 2022 | Mar 2023 | 6 |
-10.2% | Jul 2023 | Oct 2023 | 3 |
-2.89% | Dec 2024 | Jan 2025 | 1 |
-2.07% | May 2023 | Jun 2023 | 1 |
-1.56% | Jan 2024 | Feb 2024 | 1 |