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-0.07%
Today
+2.22%
This Month
+24.28%
Year To Date
+63.75%
2 Years
+63.75%
5 Years
+32.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading51.82%
- 💵 Cash27.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq16.07%
- 🇺🇸 NYSE13.74%
- 🇬🇧 LSE11.46%
- 🇺🇸 Chicago Board Options Exchange4.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.81%
- 🇬🇧 United Kingdom11.46%
Dividends
Dividend Yield
0.41%
1 out of 1 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: thomaspj (0.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.41% | 0.79% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (thomaspj) | Pay Day | Jun 26, 2025 | $0.52 |
 GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
 AXP (thomaspj) | Ex-Dividend | Jul 3, 2025 | $0.82 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
 NVDA (thomaspj) | Pay Day | Jul 3, 2025 | $0.01 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 8.5/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
3.02
3.02
0
1
2
4
4
Jensen's Alpha
14.77
14.77
-2
0
2
15
15
Omega Ratio
2.1
2.1
0
1
1.5
3
3
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
1.04
1.04
0
0.3
0.6
2
2
Calmar Ratio
3.56
3.56
0
0.3
0.6
4
4
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
3.02
3.02
0
1
2
4
4
Jensen's Alpha
14.77
14.77
-2
0
2
15
15
Omega Ratio
2.1
2.1
0
1
1.5
3
3
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
1.04
1.04
0
0.3
0.6
2
2
Calmar Ratio
3.56
3.56
0
0.3
0.6
4
4
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 |