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0%
This Month
+98.18%
Year To Date
+240.61%
2 Years
+244.83%
5 Years
-39.01%
10 Years
-6.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services62.86%
- 💵 Cash14.19%
- 👥 Copy Trading3.35%
- 🪙 Cryptocurrencies0.46%
- 🪨 Non Energy Minerals0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.46%
- 🇺🇸 NYSE1.23%
- 🇬🇧 LSE0.53%
- 🌍 Digital Currency0.46%
- 🇺🇸 Chicago Board Options Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.69%
- 🇬🇧 United Kingdom0.53%
Dividends
Dividend Yield
0.04%
3 out of 7 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $FRCB (51428.57%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
Performance Metrics
Score 5/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
3.48
3.48
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
3.48
3.48
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.68
High:
MARA
14.83MARALow:
FRCB
-FRCBDetails
PEG Ratio
0.26
High:
EVR.L
0.26EVR.LLow:EVR.L
0.26EVR.LDetails
Price/Book
1.25
High:MARA
1.25MARALow:FRCB
0FRCBDetails
Price/Sales
9.14
High:MARA
9.14MARALow:FRCB
0FRCBDetails
Price/CF
34.98
High:MARA
35.12MARALow:EVR.L
3.5EVR.LDetails
Price/FCF
43.54
High:MARA
43.59MARALow:EVR.L
12.87EVR.LDetails
P/E Ratio
14.68
High:MARA
14.83MARALow:FRCB
-FRCBDetails
PEG Ratio
0.26
High:EVR.L
0.26EVR.LLow:EVR.L
0.26EVR.LDetails
Price/Book
1.25
High:MARA
1.25MARALow:FRCB
0FRCBDetails
Price/Sales
9.14
High:MARA
9.14MARALow:FRCB
0FRCBDetails
Price/CF
34.98
High:MARA
35.12MARALow:EVR.L
3.5EVR.LDetails
Price/FCF
43.54
High:MARA
43.59MARALow:EVR.L
12.87EVR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-87.88% | Jan 2018 | - | 91 |