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+1.78%
Today
+33.2%
This Month
+18.44%
Year To Date
+128.37%
2 Years
+131.93%
5 Years
+65.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology45.77%
- 👥 Copy Trading22.71%
- 💵 Cash15.09%
- 🪙 Cryptocurrencies6.98%
- 📊 ETFs5.26%
- 📡 Communications3.82%
- 🛠️ Producer Manufacturing3.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.62%
- 🇺🇸 Nasdaq19.64%
- 🌍 Digital Currency6.98%
- 🇬🇧 LSE3.39%
- 🇺🇸 Chicago Board Options Exchange0.8%
- 🇭🇰 Hong Kong Exchanges0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.1%
- 🇬🇧 United Kingdom3.5%
- 🇨🇳 China0.55%
- 🇹🇼 Taiwan0.3%
- 🇮🇱 Israel0.3%
- 🇸🇬 Singapore0.22%
- 🇺🇾 Uruguay0.17%
- 🇦🇷 Argentina0.17%
- 🇯🇵 Japan0.09%
- 🇮🇪 Ireland0.07%
- 🇳🇱 Netherlands0.07%
- 🇨🇦 Canada0.04%
- 🇩🇰 Denmark0.03%
Dividends
Dividend Yield
0.25%
5 out of 13 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $FXI (1.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.12% | 0.88% | - |
 FXI | 0.08% | 1.58% | - |
 StanleyDruck13F | 0.02% | 0.61% | - |
 InTheGame | 0.02% | 0.45% | - |
 BigTech | 0.01% | 0.36% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WWD (StanleyDruck13F) | Ex-Dividend | May 22, 2025 | $0.28 |
 AMAT (BigTech) | Ex-Dividend | May 22, 2025 | $0.46 |
 COF (StanleyDruck13F) | Ex-Dividend | May 23, 2025 | $0.60 |
 DFS (StanleyDruck13F) | Ex-Dividend | May 23, 2025 | $0.70 |
 C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
 WAB (StanleyDruck13F) | Ex-Dividend | May 27, 2025 | $0.25 |
 EA (InTheGame) | Ex-Dividend | May 28, 2025 | $0.19 |
 NTES (InTheGame) | Ex-Dividend | May 30, 2025 | $0.68 |
 0700.HK (InTheGame) | Pay Day | May 30, 2025 | $0.58 |
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
 EQT (StanleyDruck13F) | Pay Day | Jun 2, 2025 | $0.16 |
 V (thomaspj) | Pay Day | Jun 2, 2025 | $0.59 |
 DAL (StanleyDruck13F) | Pay Day | Jun 3, 2025 | $0.15 |
 WDC (InTheGame) | Ex-Dividend | Jun 4, 2025 | $0.10 |
 EXE (StanleyDruck13F) | Pay Day | Jun 4, 2025 | $0.57 |
 QCOM (InTheGame) | Ex-Dividend | Jun 5, 2025 | $0.89 |
COF (StanleyDruck13F) | Pay Day | Jun 5, 2025 | $0.60 |
DFS (StanleyDruck13F) | Pay Day | Jun 5, 2025 | $0.70 |
WWD (StanleyDruck13F) | Pay Day | Jun 5, 2025 | $0.28 |
QCOM (BigTech) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 GOOGL (InTheGame) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (BigTech) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 LLY (StanleyDruck13F) | Pay Day | Jun 10, 2025 | $1.50 |
WAB (StanleyDruck13F) | Pay Day | Jun 10, 2025 | $0.25 |
 MSFT (InTheGame) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (InTheGame) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TSM (StanleyDruck13F) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (BigTech) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (BigTech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
NTES (InTheGame) | Pay Day | Jun 13, 2025 | $0.68 |
GOOGL (InTheGame) | Pay Day | Jun 16, 2025 | $0.21 |
 TECK (StanleyDruck13F) | Ex-Dividend | Jun 16, 2025 | $0.09 |
GOOGL (BigTech) | Pay Day | Jun 16, 2025 | $0.21 |
EA (InTheGame) | Pay Day | Jun 18, 2025 | $0.19 |
WDC (InTheGame) | Pay Day | Jun 18, 2025 | $0.10 |
QCOM (InTheGame) | Pay Day | Jun 26, 2025 | $0.89 |
QCOM (BigTech) | Pay Day | Jun 26, 2025 | $0.89 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
TECK (StanleyDruck13F) | Pay Day | Jun 30, 2025 | $0.09 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
TSM (InTheGame) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (StanleyDruck13F) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (BigTech) | Pay Day | Jul 10, 2025 | $0.68 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
FXI | Pay Day | Dec 20, 2025 | $0.45 |
Performance Metrics
Score 7.8/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.98
1.98
0
1
2
3
3
Jensen's Alpha
14.63
14.63
-2
0
2
15
15
Omega Ratio
1.99
1.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
1.64
1.64
0
0.3
0.6
2
2
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.98
1.98
0
1
2
3
3
Jensen's Alpha
14.63
14.63
-2
0
2
15
15
Omega Ratio
1.99
1.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
1.64
1.64
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-21.63
High:
LUNR
-5.59LUNRLow:
RKLB
-62.98RKLBDetails
PEG Ratio
N/A
Details
Price/Book
15.59
High:RKLB
27.76RKLBLow:LUNR
-10.19LUNRDetails
Price/Sales
87.88
High:
ASTS
1,209.25ASTSLow:
OKLO
-OKLODetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-21.63
High:LUNR
-5.59LUNRLow:RKLB
-62.98RKLBDetails
PEG Ratio
N/A
Details
Price/Book
15.59
High:RKLB
27.76RKLBLow:LUNR
-10.19LUNRDetails
Price/Sales
87.88
High:ASTS
1,209.25ASTSLow:OKLO
-OKLODetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.57% | Feb 2025 | May 2025 | 3 |
-8.93% | Aug 2023 | Dec 2023 | 4 |
-5.4% | Apr 2024 | Jun 2024 | 2 |