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+0.66%
This Month
+15.69%
Year To Date
+32.23%
2 Years
+49.99%
5 Years
+49.99%
10 Years
+19.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading52.51%
- 🖥️ Technology Services12.73%
- 📊 ETFs6.09%
- 🚚 Transportation4.36%
- 💼 Commercial Services3.91%
- 💻 Electronic Technology3.86%
- 🍞 Consumer Non Durables3.61%
- 🛍️ Retail Trade3.51%
- 💰 Finance2.52%
- 🧬 Health Technology1.88%
- 🏭 Industrial Services1.69%
- ⛏️ Energy Minerals1.11%
- 📦 Distribution Services0.97%
- 🛠️ Producer Manufacturing0.72%
- 💇♀️ Consumer Services0.45%
- 💵 Cash0.09%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.17%
- 🇺🇸 NYSE24.09%
- 🇬🇧 LSE23.05%
- 🌍 Digital Currency7.71%
- 🇺🇸 Chicago Board Options Exchange6.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.04%
- 🇨🇦 Canada3.72%
- 🇺🇾 Uruguay1.73%
- 🇳🇱 Netherlands1.22%
- 🇸🇬 Singapore1.02%
- 🇬🇧 United Kingdom0.93%
- 🇨🇭 Switzerland0.8%
- 🇨🇳 China0.63%
- 🇩🇰 Denmark0.35%
- 🇹🇼 Taiwan0.28%
- 🇮🇱 Israel0.28%
- 🇱🇺 Luxembourg0.11%
- 🇮🇪 Ireland0.07%
Dividends
Dividend Yield
0.2%
18 out of 49 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $TFC (4.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.05% | 0.78% | - |
 TFC | 0.04% | 4.44% | $2.08 |
 NKE | 0.02% | 2.45% | $1.45 |
 PGR | 0.02% | 2.16% | $1.15 |
 AI-Revolution | 0.01% | 0.22% | - |
 EQT | 0.01% | 1.04% | $0.62 |
 NVO | 0.01% | 2.59% | $0.98 |
 TJX | 0.01% | 1.11% | $1.42 |
 ASML | 0.01% | 0.56% | $5.57 |
 MSFT | 0.01% | 0.73% | $3 |
 V | 0.01% | 0.74% | $2.01 |
 MCK | 0% | 0.38% | $2.48 |
 VLTO | 0% | 0.43% | $0.27 |
 HWM | 0% | 0.23% | $0.19 |
 WING | 0% | 0.42% | $0.88 |
 PYPL | 0% | 0.23% | - |
 EME | 0% | 0.17% | $0.79 |
 GEHC | 0% | 0.17% | $0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (AI-Revolution) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (AI-Revolution) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 4.5/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
-3.76
-3.76
-4
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
1.97
1.97
0
0.3
0.6
2
2
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
-3.76
-3.76
-4
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
1.97
1.97
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.13
High:
DDOG
527.88DDOGLow:
CRWD
-414.89CRWDDetails
PEG Ratio
117.39
High:
V
1,180.28VLow:
RBLX
-513.89RBLXDetails
Price/Book
10.43
High:RBLX
158.6RBLXLow:
MCK
-57.43MCKDetails
Price/Sales
6.25
High:
APP
40.9APPLow:MCK
0.26MCKDetails
Price/CF
29.37
High:
PSTG
105.16PSTGLow:
EQT
7.19EQTDetails
Price/FCF
52.7
High:
WING
226.11WINGLow:
PGR
10.25PGRDetails
P/E Ratio
43.13
High:DDOG
527.88DDOGLow:CRWD
-414.89CRWDDetails
PEG Ratio
117.39
High:V
1,180.28VLow:RBLX
-513.89RBLXDetails
Price/Book
10.43
High:RBLX
158.6RBLXLow:MCK
-57.43MCKDetails
Price/Sales
6.25
High:APP
40.9APPLow:MCK
0.26MCKDetails
Price/CF
29.37
High:PSTG
105.16PSTGLow:EQT
7.19EQTDetails
Price/FCF
52.7
High:WING
226.11WINGLow:PGR
10.25PGRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.12% | Feb 2025 | May 2025 | 3 |
-8.88% | Aug 2023 | Nov 2023 | 3 |
-6.7% | Apr 2024 | Nov 2024 | 7 |
-4.9% | Nov 2025 | - | 2 |
-2.5% | Dec 2024 | Jan 2025 | 1 |