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+2.92%
This Month
+20.9%
Year To Date
+105.02%
2 Years
-3.56%
5 Years
-3.56%
10 Years
-0.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading35.52%
- 💻 Electronic Technology21.38%
- 🖥️ Technology Services18.52%
- 🪙 Cryptocurrencies9.43%
- 💰 Finance9.36%
- 🛍️ Retail Trade2.76%
- 💼 Commercial Services1.51%
- 🚗 Consumer Durables0.6%
- 💵 Cash0.5%
- 🍞 Consumer Non Durables0.07%
- 🧬 Health Technology0.07%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.76%
- 🇺🇸 NYSE20.07%
- 🌍 Digital Currency9.43%
- 🇬🇧 LSE6.88%
- 🇩🇪 FRA0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.91%
- 🇬🇧 United Kingdom6.88%
- 🇳🇱 Netherlands2.85%
- 🇨🇦 Canada0.07%
- 🇩🇪 Germany0.07%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.47%
15 out of 32 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.19% | 0.54% | - |
 LLOY.L | 0.06% | 4.18% | $0.03 |
 MSFT | 0.04% | 0.66% | $3 |
 C | 0.04% | 2.36% | $2.12 |
 JPM | 0.03% | 1.76% | $4.4 |
 GS | 0.03% | 1.74% | $11 |
 ASML | 0.02% | 0.82% | $5.57 |
 AAPL | 0.01% | 0.44% | $0.97 |
 AXP | 0.01% | 0.92% | $2.6 |
 META | 0.01% | 0.28% | $1 |
 INTC | 0.01% | 0.51% | $0.5 |
 GOOG | 0.01% | 0.38% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
 NVTKL.L | 0% | 109.46% | - |
 BAYN.DE | 0% | 0.39% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (thomaspj) | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
Performance Metrics
Score 2.2/10
Beta
1.62
1.62
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-9.89
-9.89
-10
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.03
0.03
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.62
1.62
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-9.89
-9.89
-10
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.03
0.03
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.73
High:
APP
71.1APPLow:
TEM.US
-64.05TEM.USDetails
PEG Ratio
1,848.21
High:
AAPL
23,990.48AAPLLow:
AI
-161.81AIDetails
Price/Book
14.74
High:APP
138.92APPLow:
IRBT
-13.8IRBTDetails
Price/Sales
11.27
High:
MSTR
221.89MSTRLow:IRBT
0.19IRBTDetails
Price/CF
30.57
High:MSTR
7,511.07MSTRLow:
GS
3.27GSDetails
Price/FCF
53.35
High:MSTR
1,187.5MSTRLow:GS
3.62GSDetails
P/E Ratio
38.73
High:APP
71.1APPLow:TEM.US
-64.05TEM.USDetails
PEG Ratio
1,848.21
High:AAPL
23,990.48AAPLLow:AI
-161.81AIDetails
Price/Book
14.74
High:APP
138.92APPLow:IRBT
-13.8IRBTDetails
Price/Sales
11.27
High:MSTR
221.89MSTRLow:IRBT
0.19IRBTDetails
Price/CF
30.57
High:MSTR
7,511.07MSTRLow:GS
3.27GSDetails
Price/FCF
53.35
High:MSTR
1,187.5MSTRLow:GS
3.62GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.37% | Nov 2021 | - | 46 |