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+0.58%
This Month
+24.34%
Year To Date
+110.96%
2 Years
+43.15%
5 Years
+43.84%
10 Years
+7.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading42.38%
- 🪙 Cryptocurrencies32.72%
- 🖥️ Technology Services6.29%
- 📊 ETFs3.97%
- 💵 Cash1.84%
- 🛍️ Retail Trade1.33%
- 💼 Commercial Services0.83%
- 💰 Finance0.55%
- 💇♀️ Consumer Services0.52%
- 🚗 Consumer Durables0.43%
- 🛠️ Producer Manufacturing0.15%
- 🚚 Transportation0.14%
- 🧬 Health Technology0.12%
- 💻 Electronic Technology0.09%
- 🏥 Health Services0.05%
- 🧪 Process Industries0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency32.72%
- 🇺🇸 Nasdaq24.65%
- 🇺🇸 NYSE17.58%
- 🇬🇧 LSE6.48%
- 🇺🇸 Chicago Board Options Exchange1.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.97%
- 🇬🇧 United Kingdom6.48%
- 🇮🇪 Ireland3.33%
- 🇨🇳 China1.15%
- 🇸🇬 Singapore0.53%
- 🇮🇱 Israel0.15%
- 🇬🇷 Greece0.14%
- 🇨🇭 Switzerland0.11%
- 🇨🇦 Canada0.03%
Dividends
Dividend Yield
0.39%
9 out of 44 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (thomaspj) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
 SHIP | Ex-Dividend | Sep 29, 2025 | $0.05 |
 GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
SHIP | Pay Day | Oct 10, 2025 | $0.05 |
Performance Metrics
Score 3.1/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-8.91
-8.91
-9
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-8.91
-8.91
-9
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.87
High:
PATH
359.76PATHLow:
UPST
-894.1UPSTDetails
PEG Ratio
43.25
High:PATH
303.72PATHLow:UPST
-922.63UPSTDetails
Price/Book
3.66
High:
SE
11.66SELow:
NIO
-76.82NIODetails
Price/Sales
2.51
High:
CRSP
123.8CRSPLow:
SFTGQ
-SFTGQDetails
Price/CF
16.25
High:
RIOT
107.94RIOTLow:
SHIP
2.3SHIPDetails
Price/FCF
27.41
High:
TLRY
123.37TLRYLow:
SCLX
3.24SCLXDetails
P/E Ratio
20.87
High:PATH
359.76PATHLow:UPST
-894.1UPSTDetails
PEG Ratio
43.25
High:PATH
303.72PATHLow:UPST
-922.63UPSTDetails
Price/Book
3.66
High:SE
11.66SELow:NIO
-76.82NIODetails
Price/Sales
2.51
High:CRSP
123.8CRSPLow:SFTGQ
-SFTGQDetails
Price/CF
16.25
High:RIOT
107.94RIOTLow:SHIP
2.3SHIPDetails
Price/FCF
27.41
High:TLRY
123.37TLRYLow:SCLX
3.24SCLXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.68% | Sep 2021 | - | 49 |
-5.85% | Jan 2021 | Feb 2021 | 1 |
-4.12% | Jul 2021 | Aug 2021 | 1 |
-2.04% | Sep 2020 | Nov 2020 | 2 |