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+0.35%
Today
-0.88%
This Month
+11.49%
Year To Date
+27.09%
2 Years
+27.09%
5 Years
+33.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading24.63%
- 🖥️ Technology Services17.86%
- 🪙 Cryptocurrencies16.47%
- 📊 ETFs10.15%
- 🏥 Health Services9.35%
- 💰 Finance6.29%
- 💻 Electronic Technology6.15%
- 🚗 Consumer Durables4.07%
- 🍞 Consumer Non Durables2.2%
- 💼 Commercial Services1.49%
- 🚚 Transportation0.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.55%
- 🇺🇸 NYSE29.71%
- 🌍 Digital Currency16.47%
- 🇳🇱 Euronext Amsterdam6.33%
- 🇬🇧 LSE4.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.6%
- 🇱🇺 Luxembourg6.33%
- 🇮🇱 Israel5.51%
- 🇬🇧 United Kingdom4.9%
Dividends
Dividend Yield
0.98%
16 out of 27 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ZIM (48.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.34% | 48.17% | $0.23 |
 UNH | 0.17% | 2.8% | $7.74 |
 thomaspj | 0.15% | 0.62% | - |
 VOO | 0.07% | 1.29% | - |
 KO | 0.06% | 2.8% | $1.89 |
 ELV | 0.04% | 1.93% | $6.22 |
 PGR | 0.03% | 1.93% | $1.15 |
 HUM | 0.03% | 1.49% | $3.54 |
 QQQ | 0.03% | 0.58% | - |
 AAPL | 0.02% | 0.48% | $0.97 |
 MSFT | 0.02% | 0.67% | $3 |
 V | 0.01% | 0.64% | $2.01 |
 MA | 0.01% | 0.52% | $2.46 |
 GOOG | 0.01% | 0.46% | $0.2 |
 META | 0% | 0.29% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Ex-Dividend | Jul 9, 2025 | $0.76 |
HUM | Pay Day | Jul 25, 2025 | $0.88 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 WMT (thomaspj) | Ex-Dividend | Aug 15, 2025 | $0.24 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
WMT (thomaspj) | Pay Day | Sep 2, 2025 | $0.24 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 9.1/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.88
1.88
0
0.5
1
2
2
Sortino Ratio
4.75
4.75
0
1
2
5
5
Jensen's Alpha
19.31
19.31
-2
0
2
20
20
Omega Ratio
2.58
2.58
0
1
1.5
3
3
Treynor Ratio
2.91
2.91
0
0.75
1.25
3
3
Information Ratio
1.48
1.48
0
0.3
0.6
2
2
Calmar Ratio
5.61
5.61
0
0.3
0.6
6
6
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.88
1.88
0
0.5
1
2
2
Sortino Ratio
4.75
4.75
0
1
2
5
5
Jensen's Alpha
19.31
19.31
-2
0
2
20
20
Omega Ratio
2.58
2.58
0
1
1.5
3
3
Treynor Ratio
2.91
2.91
0
0.75
1.25
3
3
Information Ratio
1.48
1.48
0
0.3
0.6
2
2
Calmar Ratio
5.61
5.61
0
0.3
0.6
6
6
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.25
High:
PLTR
607.51PLTRLow:
ZIM
0.81ZIMDetails
PEG Ratio
854.75
High:
KO
10,142.7KOLow:ZIM
0.42ZIMDetails
Price/Book
14.36
High:
MA
77.09MALow:ZIM
0.48ZIMDetails
Price/Sales
6.25
High:PLTR
114.01PLTRLow:ZIM
0.22ZIMDetails
Price/CF
26.54
High:KO
282.33KOLow:ZIM
0.46ZIMDetails
Price/FCF
43.81
High:KO
272.99KOLow:ZIM
0.6ZIMDetails
P/E Ratio
35.25
High:PLTR
607.51PLTRLow:ZIM
0.81ZIMDetails
PEG Ratio
854.75
High:KO
10,142.7KOLow:ZIM
0.42ZIMDetails
Price/Book
14.36
High:MA
77.09MALow:ZIM
0.48ZIMDetails
Price/Sales
6.25
High:PLTR
114.01PLTRLow:ZIM
0.22ZIMDetails
Price/CF
26.54
High:KO
282.33KOLow:ZIM
0.46ZIMDetails
Price/FCF
43.81
High:KO
272.99KOLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.55% | Feb 2025 | May 2025 | 3 |
-1.22% | Jul 2025 | - | 1 |