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+4.08%
This Month
-23.68%
Year To Date
+7.78%
2 Years
+73.79%
5 Years
+16.61%
10 Years
-2.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.03%
- 📊 ETFs30.93%
- 📈 Indexes11.74%
- 💵 Cash10.83%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.04%
- 🇺🇸 Nasdaq25.69%
- 🌍 CFD11.74%
- 🇬🇧 LSE5.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.8%
- 🇬🇧 United Kingdom5.39%
Dividends
Dividend Yield
0.26%
1 out of 6 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: thomaspj (0.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.26% | 0.59% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (thomaspj) | Ex-Dividend | Oct 6, 2025 | $1.50 |
 AXP (thomaspj) | Ex-Dividend | Oct 10, 2025 | $0.82 |
JPM (thomaspj) | Pay Day | Oct 31, 2025 | $1.50 |
AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
 MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 3.2/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-3.52
-3.52
-4
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-3.52
-3.52
-4
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
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 |
|---|---|---|---|
-87.25% | Mar 2014 | Apr 2021 | 85 |
-64.83% | Nov 2021 | - | 48 |
-21.04% | May 2021 | Aug 2021 | 3 |
-12.78% | Sep 2021 | Oct 2021 | 1 |