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+0.57%
This Month
+15.01%
Year To Date
+61.03%
2 Years
+49.11%
5 Years
+49.11%
10 Years
+22.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading49.12%
- 🖥️ Technology Services12.85%
- 📊 ETFs6.02%
- 🚚 Transportation4.71%
- 🍞 Consumer Non Durables3.87%
- 🛍️ Retail Trade3.81%
- 💼 Commercial Services3.74%
- 💻 Electronic Technology3.32%
- 💰 Finance2.6%
- 🏭 Industrial Services1.7%
- 🧬 Health Technology1.61%
- ⛏️ Energy Minerals0.94%
- 📦 Distribution Services0.83%
- 🛠️ Producer Manufacturing0.75%
- 💇♀️ Consumer Services0.51%
- 💵 Cash0.07%
- 🪙 Cryptocurrencies0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.92%
- 🇺🇸 NYSE23.67%
- 🇬🇧 LSE22.52%
- 🇺🇸 Chicago Board Options Exchange6.02%
- 🌍 Digital Currency5.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.75%
- 🇨🇦 Canada3.43%
- 🇺🇾 Uruguay2%
- 🇸🇬 Singapore1.02%
- 🇳🇱 Netherlands0.84%
- 🇨🇭 Switzerland0.78%
- 🇬🇧 United Kingdom0.75%
- 🇨🇳 China0.55%
- 🇩🇰 Denmark0.41%
- 🇮🇱 Israel0.37%
- 🇹🇼 Taiwan0.24%
- 🇱🇺 Luxembourg0.14%
- 🇮🇪 Ireland0.06%
Dividends
Dividend Yield
0.22%
18 out of 49 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $TFC (4.47%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TFC | 0.04% | 4.47% | $2.08 |
 INDA | 0.04% | 0.72% | - |
 thomaspj | 0.02% | 0.51% | - |
 NKE | 0.02% | 2.16% | $1.45 |
 PGR | 0.02% | 2.01% | $1.15 |
 AI-Revolution | 0.01% | 0.22% | - |
 EQT | 0.01% | 1.22% | $0.62 |
 NVO | 0.01% | 2.23% | $0.98 |
 TJX | 0.01% | 1.15% | $1.42 |
 ASML | 0.01% | 0.78% | $5.57 |
 MSFT | 0.01% | 0.67% | $3 |
 V | 0.01% | 0.69% | $2.01 |
 MCK | 0% | 0.43% | $2.48 |
 VLTO | 0% | 0.4% | $0.27 |
 HWM | 0% | 0.22% | $0.19 |
 WING | 0% | 0.36% | $0.88 |
 EME | 0% | 0.16% | $0.79 |
 GEHC | 0% | 0.18% | $0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (AI-Revolution) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (thomaspj) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (AI-Revolution) | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL (AI-Revolution) | Pay Day | Sep 15, 2025 | $0.21 |
 TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 CRM (AI-Revolution) | Ex-Dividend | Sep 17, 2025 | $0.42 |
 AVGO (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
AVGO (AI-Revolution) | Pay Day | Sep 30, 2025 | $0.59 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
MCK | Pay Day | Oct 1, 2025 | $0.82 |
PGR | Ex-Dividend | Oct 2, 2025 | $0.10 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (AI-Revolution) | Pay Day | Oct 2, 2025 | $0.01 |
CRM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.42 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
PGR | Pay Day | Oct 10, 2025 | $0.10 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 5.2/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
-1.14
-1.14
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
2.19
2.19
0
0.3
0.6
3
3
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
-1.14
-1.14
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
2.19
2.19
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.54
High:
DDOG
393.18DDOGLow:
CRWD
-349.01CRWDDetails
PEG Ratio
56.45
High:
TJX
545.02TJXLow:
TEAM
-1,157.54TEAMDetails
Price/Book
10.59
High:
RBLX
250.58RBLXLow:
MCK
-43.68MCKDetails
Price/Sales
6.43
High:
APP
31.57APPLow:MCK
0.23MCKDetails
Price/CF
28.76
High:
WING
89.57WINGLow:
EQT
8.12EQTDetails
Price/FCF
53
High:WING
399.34WINGLow:
PGR
11.53PGRDetails
P/E Ratio
42.54
High:DDOG
393.18DDOGLow:CRWD
-349.01CRWDDetails
PEG Ratio
56.45
High:TJX
545.02TJXLow:TEAM
-1,157.54TEAMDetails
Price/Book
10.59
High:RBLX
250.58RBLXLow:MCK
-43.68MCKDetails
Price/Sales
6.43
High:APP
31.57APPLow:MCK
0.23MCKDetails
Price/CF
28.76
High:WING
89.57WINGLow:EQT
8.12EQTDetails
Price/FCF
53
High:WING
399.34WINGLow:PGR
11.53PGRDetails
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 |
-2.5% | Dec 2024 | Jan 2025 | 1 |