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-0.45%
This Month
+43.18%
Year To Date
+87.62%
2 Years
+88.65%
5 Years
+88.65%
10 Years
+37.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading50.38%
- 💵 Cash25.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.68%
- 🇺🇸 NYSE9.67%
- 🇬🇧 LSE7.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.35%
- 🇬🇧 United Kingdom7.7%
Dividends
Dividend Yield
0.25%
1 out of 1 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: thomaspj (0.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.25% | 0.5% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (thomaspj) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
 GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
Performance Metrics
Score 8.8/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.64
1.64
0
0.5
1
2
2
Sortino Ratio
3.96
3.96
0
1
2
4
4
Jensen's Alpha
16.84
16.84
-2
0
2
17
17
Omega Ratio
2.28
2.28
0
1
1.5
3
3
Treynor Ratio
2.55
2.55
0
0.75
1.25
3
3
Information Ratio
1.19
1.19
0
0.3
0.6
2
2
Calmar Ratio
4.37
4.37
0
0.3
0.6
5
5
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.64
1.64
0
0.5
1
2
2
Sortino Ratio
3.96
3.96
0
1
2
4
4
Jensen's Alpha
16.84
16.84
-2
0
2
17
17
Omega Ratio
2.28
2.28
0
1
1.5
3
3
Treynor Ratio
2.55
2.55
0
0.75
1.25
3
3
Information Ratio
1.19
1.19
0
0.3
0.6
2
2
Calmar Ratio
4.37
4.37
0
0.3
0.6
5
5
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.22% | Mar 2025 | Apr 2025 | 1 |
-3.82% | Jul 2024 | Nov 2024 | 4 |
-3.2% | Apr 2024 | May 2024 | 1 |
-2.02% | Sep 2023 | Nov 2023 | 2 |
-0.68% | Dec 2024 | Jan 2025 | 1 |
-0.45% | Sep 2025 | - | 1 |