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-0.76%
This Month
-0.76%
Year To Date
+28.95%
2 Years
+46.6%
5 Years
+46.6%
10 Years
+17.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading51.51%
- 🖥️ Technology Services10.93%
- 💵 Cash10.16%
- 💻 Electronic Technology4.59%
- 🚚 Transportation4%
- 🍞 Consumer Non Durables3.76%
- 💼 Commercial Services3.47%
- 🛍️ Retail Trade3.44%
- 💰 Finance2.55%
- 🧬 Health Technology1.99%
- 🏭 Industrial Services1.94%
- ⛏️ Energy Minerals1.04%
- 📦 Distribution Services1%
- 🛠️ Producer Manufacturing0.7%
- 💇♀️ Consumer Services0.45%
- 🪙 Cryptocurrencies0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.86%
- 🇬🇧 LSE24.02%
- 🇺🇸 NYSE22.24%
- 🌍 Digital Currency7.31%
- 🇩🇪 FRA0.48%
- 🇫🇷 Euronext Paris0.25%
- 🇭🇰 Hong Kong Exchanges0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.38%
- 🇨🇦 Canada3.35%
- 🇺🇾 Uruguay1.89%
- 🇳🇱 Netherlands1.6%
- 🇬🇧 United Kingdom1.47%
- 🇸🇬 Singapore0.98%
- 🇨🇭 Switzerland0.87%
- 🇩🇪 Germany0.48%
- 🇩🇰 Denmark0.45%
- 🇨🇳 China0.3%
- 🇮🇱 Israel0.3%
- 🇫🇷 France0.25%
- 🇹🇼 Taiwan0.08%
- 🇯🇵 Japan0.05%
Dividends
Dividend Yield
0.25%
19 out of 50 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PGR (6.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.06% | 0.99% | - |
 PGR | 0.04% | 6.58% | $1.15 |
 TFC | 0.04% | 4.17% | $2.08 |
 NKE | 0.02% | 2.59% | $1.45 |
 EQT | 0.01% | 1.14% | $0.62 |
 QuantumComputing | 0.01% | 0.53% | - |
 NVO | 0.01% | 2.04% | $0.98 |
 TJX | 0.01% | 1.16% | $1.42 |
 ASML | 0.01% | 0.42% | $5.57 |
 MSFT | 0.01% | 0.78% | $3 |
 InTheGame | 0.01% | 0.28% | - |
 V | 0.01% | 0.74% | $2.01 |
 MCK | 0% | 0.37% | $2.48 |
 VLTO | 0% | 0.47% | $0.27 |
 HWM | 0% | 0.22% | $0.19 |
 WING | 0% | 0.42% | $0.88 |
 EME | 0% | 0.16% | $0.79 |
 PYPL | 0% | 0.26% | - |
 GEHC | 0% | 0.18% | $0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
-4.28
-4.28
-5
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
1.85
1.85
0
0.3
0.6
2
2
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
-4.28
-4.28
-5
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
1.85
1.85
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
42.47
High:
CELH
593.07CELHLow:
CRWD
-371.37CRWDDetails
PEG Ratio
129.51
High:V
1,170.87VLow:
RBLX
-419.95RBLXDetails
Price/Book
10.34
High:RBLX
129.62RBLXLow:MCK
-58.94MCKDetails
Price/Sales
6.13
High:
APP
33.5APPLow:MCK
0.27MCKDetails
Price/CF
28.16
High:
SNOW
106.88SNOWLow:EQT
7.19EQTDetails
Price/FCF
50.04
High:NKE
947.69NKELow:PGR
10.25PGRDetails
P/E Ratio
42.47
High:CELH
593.07CELHLow:CRWD
-371.37CRWDDetails
PEG Ratio
129.51
High:V
1,170.87VLow:RBLX
-419.95RBLXDetails
Price/Book
10.34
High:RBLX
129.62RBLXLow:MCK
-58.94MCKDetails
Price/Sales
6.13
High:APP
33.5APPLow:MCK
0.27MCKDetails
Price/CF
28.16
High:SNOW
106.88SNOWLow:EQT
7.19EQTDetails
Price/FCF
50.04
High:NKE
947.69NKELow: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 |
-6.43% | Nov 2025 | - | 3 |
-2.5% | Dec 2024 | Jan 2025 | 1 |