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0%
Today
0%
This Month
+8.83%
Year To Date
+43.39%
2 Years
+43.39%
5 Years
+24.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading59.64%
- 🛍️ Retail Trade20.24%
- 💵 Cash5.95%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.52%
- 🇺🇸 NYSE28.03%
- 🇬🇧 LSE16.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.55%
- 🇬🇧 United Kingdom16.33%
Dividends
Dividend Yield
0.73%
1 out of 2 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: thomaspj (1.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.73% | 1.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 C (thomaspj) | Ex-Dividend | May 5, 2025 | $0.56 |
 AXP (thomaspj) | Pay Day | May 9, 2025 | $0.82 |
 V (thomaspj) | Ex-Dividend | May 13, 2025 | $0.59 |
C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
V (thomaspj) | Pay Day | Jun 2, 2025 | $0.59 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
Performance Metrics
Score 8/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.24
2.24
0
1
2
3
3
Jensen's Alpha
12.16
12.16
-2
0
2
13
13
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
2.78
2.78
0
0.3
0.6
3
3
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.24
2.24
0
1
2
3
3
Jensen's Alpha
12.16
12.16
-2
0
2
13
13
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
2.78
2.78
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.4
High:
AMZN
34.4AMZNLow:AMZN
34.4AMZNDetails
PEG Ratio
37.55
High:AMZN
37.55AMZNLow:AMZN
37.55AMZNDetails
Price/Book
7.04
High:AMZN
7.04AMZNLow:AMZN
7.04AMZNDetails
Price/Sales
3.21
High:AMZN
3.21AMZNLow:AMZN
3.21AMZNDetails
Price/CF
20.39
High:AMZN
20.39AMZNLow:AMZN
20.39AMZNDetails
Price/FCF
71.87
High:AMZN
71.87AMZNLow:AMZN
71.87AMZNDetails
P/E Ratio
34.4
High:AMZN
34.4AMZNLow:AMZN
34.4AMZNDetails
PEG Ratio
37.55
High:AMZN
37.55AMZNLow:AMZN
37.55AMZNDetails
Price/Book
7.04
High:AMZN
7.04AMZNLow:AMZN
7.04AMZNDetails
Price/Sales
3.21
High:AMZN
3.21AMZNLow:AMZN
3.21AMZNDetails
Price/CF
20.39
High:AMZN
20.39AMZNLow:AMZN
20.39AMZNDetails
Price/FCF
71.87
High:AMZN
71.87AMZNLow:AMZN
71.87AMZNDetails
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 |