Loading...
+0.91%
Today
-1.48%
This Month
-0.73%
Year To Date
+56.6%
2 Years
+14.83%
5 Years
+2.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.66%
- 🪙 Cryptocurrencies24.69%
- 💵 Cash8.61%
- 🖥️ Technology Services8.1%
- 📊 ETFs6.17%
- 🛍️ Retail Trade1.35%
- 💰 Finance1.31%
- 💼 Commercial Services1%
- 💇♀️ Consumer Services0.68%
- 🚗 Consumer Durables0.35%
- 🛠️ Producer Manufacturing0.17%
- 🚚 Transportation0.14%
- 🧬 Health Technology0.12%
- 🏥 Health Services0.06%
- 💻 Electronic Technology0.05%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency24.69%
- 🇺🇸 NYSE22.25%
- 🇺🇸 Nasdaq17.31%
- 🇬🇧 LSE8.77%
- 🇺🇸 Chicago Board Options Exchange5.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.34%
- 🇬🇧 United Kingdom8.77%
- 🇮🇪 Ireland4.8%
- 🇨🇳 China1%
- 🇸🇬 Singapore0.54%
- 🇮🇱 Israel0.17%
- 🇬🇷 Greece0.14%
- 🇨🇭 Switzerland0.12%
- 🇳🇱 Netherlands0.06%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
0.54%
9 out of 48 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $AGNC (15.58%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
 META (thomaspj) | Pay Day | Jun 26, 2025 | $0.52 |
 SHIP | Ex-Dividend | Jun 27, 2025 | $0.10 |
 GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
 AGNC | Ex-Dividend | Jun 30, 2025 | $0.12 |
 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 |
AGNC | Pay Day | Jul 10, 2025 | $0.12 |
 BABA | Pay Day | Jul 10, 2025 | $1.05 |
SHIP | Pay Day | Jul 10, 2025 | $0.10 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
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 2.8/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-10.26
-10.26
-11
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-10.26
-10.26
-11
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.65
High:
OKTA
154.35OKTALow:
AFRM
-285.86AFRMDetails
PEG Ratio
73.53
High:
COIN
1,134.76COINLow:
PATH
-443.33PATHDetails
Price/Book
4
High:
ABNB
10.27ABNBLow:
NIO
-131.25NIODetails
Price/Sales
2.6
High:
CRSP
100.94CRSPLow:
SFTGQ
-SFTGQDetails
Price/CF
16.39
High:
RIOT
107.94RIOTLow:
SHIP
1.97SHIPDetails
Price/FCF
24.03
High:
TLRY
123.37TLRYLow:
TDOC
4.81TDOCDetails
P/E Ratio
22.65
High:OKTA
154.35OKTALow:AFRM
-285.86AFRMDetails
PEG Ratio
73.53
High:COIN
1,134.76COINLow:PATH
-443.33PATHDetails
Price/Book
4
High:ABNB
10.27ABNBLow:NIO
-131.25NIODetails
Price/Sales
2.6
High:CRSP
100.94CRSPLow:SFTGQ
-SFTGQDetails
Price/CF
16.39
High:RIOT
107.94RIOTLow:SHIP
1.97SHIPDetails
Price/FCF
24.03
High:TLRY
123.37TLRYLow:TDOC
4.81TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.68% | Sep 2021 | - | 46 |
-5.85% | Jan 2021 | Feb 2021 | 1 |
-4.12% | Jul 2021 | Aug 2021 | 1 |
-2.04% | Sep 2020 | Nov 2020 | 2 |