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+0.44%
This Month
+12.73%
Year To Date
+82.96%
2 Years
+82.96%
5 Years
+82.96%
10 Years
+37.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading97.82%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.3%
- 🇺🇸 NYSE23.41%
- 🇬🇧 LSE10.11%
- 🇫🇷 Euronext Paris1.37%
- 🇩🇪 Xetra ETFs0.71%
- 🌍 Digital Currency0.22%
- 🇦🇺 Sydney0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.21%
- 🇬🇧 United Kingdom6.42%
- 🇨🇭 Switzerland2.22%
- 🇸🇬 Singapore1.43%
- 🇫🇷 France1.37%
- 🇨🇳 China1.3%
- 🇮🇱 Israel1.14%
- 🇹🇼 Taiwan0.62%
- 🇦🇺 Australia0.21%
Dividends
Dividend Yield
0.46%
3 out of 3 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: thomaspj (0.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 AAPL (StefanULS) | Ex-Dividend | Aug 11, 2025 | $0.26 |
AAPL (StefanULS) | Pay Day | Aug 14, 2025 | $0.26 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (StefanULS) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 DAL (StefanULS) | Pay Day | Aug 21, 2025 | $0.19 |
 C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (StefanULS) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (StefanULS) | Pay Day | Sep 11, 2025 | $0.83 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (StefanULS) | Pay Day | Sep 15, 2025 | $0.21 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
Performance Metrics
Score 7.6/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.17
2.17
0
1
2
3
3
Jensen's Alpha
12.26
12.26
-2
0
2
13
13
Omega Ratio
1.75
1.75
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
2.17
2.17
0
0.3
0.6
3
3
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.17
2.17
0
1
2
3
3
Jensen's Alpha
12.26
12.26
-2
0
2
13
13
Omega Ratio
1.75
1.75
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
2.17
2.17
0
0.3
0.6
3
3
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 |
|---|---|---|---|
-16.94% | Feb 2025 | Jun 2025 | 4 |
-12.2% | Jul 2024 | Nov 2024 | 4 |
-5.96% | Apr 2024 | May 2024 | 1 |
-2.99% | Dec 2024 | Jan 2025 | 1 |
-2.58% | Jan 2024 | Feb 2024 | 1 |
-2.23% | Oct 2023 | Nov 2023 | 1 |