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-1.78%
This Month
-8.55%
Year To Date
+5.95%
2 Years
+35.1%
5 Years
+35.1%
10 Years
+12.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading56.21%
- 🖥️ Technology Services9.49%
- 💵 Cash6.4%
- 💻 Electronic Technology4.65%
- 🍞 Consumer Non Durables3.64%
- 🚚 Transportation3.63%
- 💼 Commercial Services3.31%
- 🛍️ Retail Trade3.2%
- 💰 Finance2.57%
- 🏭 Industrial Services1.86%
- 🧬 Health Technology1.85%
- ⛏️ Energy Minerals1.3%
- 📦 Distribution Services1.26%
- 🛠️ Producer Manufacturing0.7%
- 💇♀️ Consumer Services0.37%
- 🪙 Cryptocurrencies0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE26.03%
- 🇺🇸 Nasdaq24.94%
- 🇺🇸 NYSE23.94%
- 🌍 Digital Currency6.22%
- 🇩🇪 FRA0.37%
- 🇳🇴 Oslo Stock Exchange0.33%
- 🇫🇷 Euronext Paris0.3%
- 🇭🇰 Hong Kong Exchanges0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.54%
- 🇨🇦 Canada3.34%
- 🇳🇱 Netherlands1.6%
- 🇺🇾 Uruguay1.53%
- 🇬🇧 United Kingdom1.48%
- 🇸🇬 Singapore0.9%
- 🇨🇭 Switzerland0.9%
- 🇨🇳 China0.39%
- 🇩🇪 Germany0.37%
- 🇮🇱 Israel0.34%
- 🇳🇴 Norway0.33%
- 🇩🇰 Denmark0.31%
- 🇫🇷 France0.3%
- 🇹🇼 Taiwan0.13%
- 🇯🇵 Japan0.08%
Dividends
Dividend Yield
0.34%
20 out of 51 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PGR (6.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.1% | 1.62% | - |
 PGR | 0.05% | 6.82% | $1.15 |
 TFC | 0.05% | 4.7% | $2.08 |
 NKE | 0.02% | 2.96% | $1.45 |
 QuantumComputing | 0.02% | 0.55% | - |
 NuclearFuture | 0.02% | 1.34% | - |
 EQT | 0.01% | 1% | $0.62 |
 NVO | 0.01% | 3.44% | $0.98 |
 TJX | 0.01% | 1.13% | $1.42 |
 InTheGame | 0.01% | 0.31% | - |
 ASML | 0.01% | 0.54% | $5.57 |
 MSFT | 0.01% | 0.89% | $3 |
 V | 0.01% | 0.81% | $2.01 |
 MCK | 0% | 0.34% | $2.48 |
 VLTO | 0% | 0.53% | $0.27 |
 PYPL | 0% | 0.62% | - |
 HWM | 0% | 0.19% | $0.19 |
 WING | 0% | 0.59% | $0.88 |
 EME | 0% | 0.16% | $0.79 |
 GEHC | 0% | 0.19% | $0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-6.85
-6.85
-7
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-6.85
-6.85
-7
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
33.46
High:
DDOG
420.39DDOGLow:
CRWD
-597.16CRWDDetails
PEG Ratio
187.2
High:
ELF
1,333.83ELFLow:
TEAM
-227.97TEAMDetails
Price/Book
8.6
High:
RBLX
101.31RBLXLow:MCK
-89.16MCKDetails
Price/Sales
4.7
High:
APP
26.85APPLow:
KD
0.19KDDetails
Price/CF
24.53
High:
SHOP
103.19SHOPLow:KD
5.99KDDetails
Price/FCF
43.36
High:NKE
947.69NKELow:PGR
9.34PGRDetails
P/E Ratio
33.46
High:DDOG
420.39DDOGLow:CRWD
-597.16CRWDDetails
PEG Ratio
187.2
High:ELF
1,333.83ELFLow:TEAM
-227.97TEAMDetails
Price/Book
8.6
High:RBLX
101.31RBLXLow:MCK
-89.16MCKDetails
Price/Sales
4.7
High:APP
26.85APPLow:KD
0.19KDDetails
Price/CF
24.53
High:SHOP
103.19SHOPLow:KD
5.99KDDetails
Price/FCF
43.36
High:NKE
947.69NKELow:PGR
9.34PGRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.78% | Nov 2025 | - | 5 |
-9.12% | Feb 2025 | May 2025 | 3 |
-8.88% | Aug 2023 | Nov 2023 | 3 |
-6.7% | Apr 2024 | Nov 2024 | 7 |
-2.5% | Dec 2024 | Jan 2025 | 1 |