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-0.98%
This Month
+18.11%
Year To Date
+105.72%
2 Years
+187.58%
5 Years
+187.58%
10 Years
+43.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs87.63%
- 👥 Copy Trading8.33%
- 💰 Finance3.35%
- 💵 Cash1.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq92.07%
- 🇺🇸 NYSE6.13%
- 🇬🇧 LSE1.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.58%
- 🇬🇧 United Kingdom1.1%
Dividends
Dividend Yield
1.03%
2 out of 3 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $TQQQ (1.11%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 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 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
Performance Metrics
Score 7.4/10
Beta
2.04
2.04
0
0.8
1.2
0
3
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
9.75
9.75
-2
0
2
10
10
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.84
0.84
0
0.3
0.6
1
1
Calmar Ratio
1.53
1.53
0
0.3
0.6
2
2
Beta
2.04
2.04
0
0.8
1.2
0
3
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
9.75
9.75
-2
0
2
10
10
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.84
0.84
0
0.3
0.6
1
1
Calmar Ratio
1.53
1.53
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
15.73
High:
BRK.B
15.73BRK.BLow:BRK.B
15.73BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.48
High:BRK.B
1.48BRK.BLow:BRK.B
1.48BRK.BDetails
Price/Sales
2.68
High:BRK.B
2.68BRK.BLow:BRK.B
2.68BRK.BDetails
Price/CF
38.23
High:BRK.B
38.23BRK.BLow:BRK.B
38.23BRK.BDetails
Price/FCF
127.41
High:BRK.B
127.41BRK.BLow:BRK.B
127.41BRK.BDetails
P/E Ratio
15.73
High:BRK.B
15.73BRK.BLow:BRK.B
15.73BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.48
High:BRK.B
1.48BRK.BLow:BRK.B
1.48BRK.BDetails
Price/Sales
2.68
High:BRK.B
2.68BRK.BLow:BRK.B
2.68BRK.BDetails
Price/CF
38.23
High:BRK.B
38.23BRK.BLow:BRK.B
38.23BRK.BDetails
Price/FCF
127.41
High:BRK.B
127.41BRK.BLow:BRK.B
127.41BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.94% | Feb 2025 | Jun 2025 | 4 |
-23.98% | Aug 2022 | May 2023 | 9 |
-23.13% | Aug 2023 | Dec 2023 | 4 |
-11.79% | Apr 2024 | May 2024 | 1 |
-5.19% | Jul 2024 | Nov 2024 | 4 |
-1.4% | Dec 2024 | Jan 2025 | 1 |
-0.98% | Aug 2025 | - | 1 |