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+0.23%
Today
-1.38%
This Month
-1.3%
Year To Date
+18.49%
2 Years
+19.04%
5 Years
+11.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading26.89%
- 💵 Cash17.57%
- 🪙 Cryptocurrencies12.02%
- 🛠️ Producer Manufacturing8.82%
- 🍞 Consumer Non Durables8.12%
- 🖥️ Technology Services5.33%
- 📊 ETFs4.08%
- 🚗 Consumer Durables3.43%
- 🧬 Health Technology3.26%
- 💻 Electronic Technology3.01%
- 🏭 Industrial Services1.93%
- ⚡ Utilities0.91%
- 🚚 Transportation0.64%
- 💰 Finance0.64%
- 🛍️ Retail Trade0.39%
- 💇♀️ Consumer Services0.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE17.11%
- 🌍 Digital Currency14.88%
- 🇺🇸 Nasdaq13.45%
- 🇩🇪 FRA10.33%
- 🇭🇰 Hong Kong Exchanges2.99%
- 🇨🇭 SIX2.87%
- 🇫🇷 Euronext Paris2.76%
- 🇬🇧 LSE2.05%
- 🇳🇱 Euronext Amsterdam1.55%
- 🇩🇰 Copenhagen Stock Exchange1.52%
- 🇮🇹 Borsa Italiana0.98%
- 🇸🇪 Stockholm Stock Exchange0.97%
- 🌍 FX0.56%
- 🇳🇴 Oslo Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.87%
- 🇩🇪 Germany10.33%
- 🇬🇧 United Kingdom4.31%
- 🇨🇳 China4.02%
- 🇨🇭 Switzerland2.87%
- 🇫🇷 France2.76%
- 🇨🇦 Canada1.56%
- 🇳🇱 Netherlands1.55%
- 🇩🇰 Denmark1.52%
- 🇮🇹 Italy0.98%
- 🇫🇮 Finland0.65%
- 🇧🇷 Brazil0.57%
- 🇸🇪 Sweden0.32%
- 🇳🇴 Norway0.21%
- 🇮🇱 Israel0.19%
Dividends
Dividend Yield
1.34%
39 out of 71 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $WBA (9.18%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.39% | 4.65% | - |
 thomaspj | 0.11% | 1.44% | - |
 NESN.ZU | 0.09% | 3.47% | $3 |
 BMW.DE | 0.08% | 6.11% | $6 |
 SIE.DE | 0.08% | 2.78% | $4.7 |
 PFE | 0.07% | 7.63% | $1.66 |
 MBG.DE | 0.05% | 8.57% | $5.3 |
 PEP | 0.05% | 3.79% | $5.15 |
 UPS | 0.04% | 6.77% | $6.5 |
 PAH3.DE | 0.04% | 5.68% | $2.56 |
 VGK | 0.04% | 3.16% | - |
 EL | 0.03% | 3.71% | $2.64 |
 01211.HK | 0.03% | 1.09% | $3.41 |
 NKE | 0.03% | 2.76% | $1.45 |
 PUM.DE | 0.02% | 2.96% | $0.82 |
 PHIA.NV | 0.02% | 4.05% | - |
 KVUE | 0.02% | 3.51% | $0.8 |
 MC.PA | 0.01% | 2.68% | $13 |
 MSFT | 0.01% | 0.88% | $3 |
 CARR | 0.01% | 1.39% | $0.76 |
 HEN3.DE | 0.01% | 3.04% | $1.85 |
 WBA | 0.01% | 9.18% | $1.46 |
 VTI | 0.01% | 1.36% | - |
 UBSG.ZU | 0.01% | 3.18% | $0.64 |
 ICLN | 0.01% | 1.84% | - |
 BAYN.DE | 0.01% | 0.52% | $0.11 |
 SMHN.DE | 0.01% | 0.99% | - |
 IWM | 0.01% | 1.24% | - |
 GEN | 0.01% | 2.05% | $0.5 |
 ORSTED.CO | 0% | 0.46% | - |
 ITUB | 0% | 5.62% | $0.15 |
 INTC | 0% | 2.64% | $0.5 |
 CSL | 0% | 1.09% | $3.4 |
 VGT | 0% | 0.59% | - |
 V | 0% | 0.67% | $2.01 |
 CRM | 0% | 0.65% | $0.4 |
 AAPL | 0% | 0.51% | $0.97 |
 GOOG | 0% | 0.52% | $0.2 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MC.PA | Ex-Dividend | Apr 24, 2025 | $8.54 |
CRM | Pay Day | Apr 24, 2025 | $0.42 |
 INGA.NV (triangulacapital) | Ex-Dividend | Apr 24, 2025 | $0.74 |
 HSBC (triangulacapital) | Pay Day | Apr 25, 2025 | $1.80 |
BAYN.DE | Ex-Dividend | Apr 28, 2025 | $0.12 |
MC.PA | Pay Day | Apr 28, 2025 | $8.54 |
 NWG (triangulacapital) | Pay Day | Apr 28, 2025 | $0.39 |
BAYN.DE | Pay Day | Apr 30, 2025 | $0.12 |
 JPM (thomaspj) | Pay Day | Apr 30, 2025 | $1.40 |
CARR | Ex-Dividend | May 2, 2025 | $0.22 |
INGA.NV (triangulacapital) | Pay Day | May 2, 2025 | $0.74 |
 C (thomaspj) | Ex-Dividend | May 5, 2025 | $0.56 |
 AALB.NV (triangulacapital) | Pay Day | May 8, 2025 | $1.21 |
 AXP (thomaspj) | Pay Day | May 9, 2025 | $0.82 |
PHIA.NV | Ex-Dividend | May 12, 2025 | $0.92 |
 EVO.ST (triangulacapital) | Ex-Dividend | May 12, 2025 | $3.06 |
KVUE | Ex-Dividend | May 14, 2025 | $0.20 |
 PUK (triangulacapital) | Pay Day | May 14, 2025 | $0.33 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
 NEXI.MI (triangulacapital) | Ex-Dividend | May 19, 2025 | $0.26 |
EVO.ST (triangulacapital) | Pay Day | May 20, 2025 | $3.06 |
NEXI.MI (triangulacapital) | Pay Day | May 21, 2025 | $0.26 |
PUM.DE | Ex-Dividend | May 22, 2025 | $0.66 |
CARR | Pay Day | May 22, 2025 | $0.22 |
C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
PUM.DE | Pay Day | May 26, 2025 | $0.66 |
 TEP.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $4.40 |
KVUE | Pay Day | May 28, 2025 | $0.20 |
TEP.PA (triangulacapital) | Pay Day | May 28, 2025 | $4.40 |
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
PHIA.NV | Pay Day | Jun 6, 2025 | $0.92 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
IWM | Pay Day | Jun 17, 2025 | $0.56 |
ICLN | Pay Day | Jun 17, 2025 | $0.10 |
VGK | Pay Day | Jun 25, 2025 | $1.03 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
 ENEL.MI (triangulacapital) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (triangulacapital) | Pay Day | Jul 23, 2025 | $0.28 |
Performance Metrics
Score 3.2/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-6.52
-6.52
-7
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-6.52
-6.52
-7
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.81
High:
TSLA
118.42TSLALow:
ORSTED.CO
-130.5ORSTED.CODetails
PEG Ratio
74.57
High:
PEP
356.23PEPLow:ORSTED.CO
-136.48ORSTED.CODetails
Price/Book
6.04
High:
AAPL
44.38AAPLLow:
ARRY
-5.57ARRYDetails
Price/Sales
3.89
High:
NVDA
19.21NVDALow:
WBA
0.06WBADetails
Price/CF
19.39
High:
CARR
109.53CARRLow:
UBI.PA
2.04UBI.PADetails
Price/FCF
50.67
High:
WOLF
10,383.7WOLFLow:UBI.PA
2.14UBI.PADetails
P/E Ratio
26.81
High:TSLA
118.42TSLALow:ORSTED.CO
-130.5ORSTED.CODetails
PEG Ratio
74.57
High:PEP
356.23PEPLow:ORSTED.CO
-136.48ORSTED.CODetails
Price/Book
6.04
High:AAPL
44.38AAPLLow:ARRY
-5.57ARRYDetails
Price/Sales
3.89
High:NVDA
19.21NVDALow:WBA
0.06WBADetails
Price/CF
19.39
High:CARR
109.53CARRLow:UBI.PA
2.04UBI.PADetails
Price/FCF
50.67
High:WOLF
10,383.7WOLFLow:UBI.PA
2.14UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.73% | Aug 2023 | Feb 2024 | 6 |
-6.65% | Feb 2025 | - | 3 |
-6.55% | Apr 2023 | Jul 2023 | 3 |
-3.89% | Apr 2024 | Jul 2024 | 3 |
-1.82% | Oct 2024 | Nov 2024 | 1 |
-1.07% | Aug 2024 | Sep 2024 | 1 |
-0.37% | Dec 2024 | Jan 2025 | 1 |