Loading...
+3.46%
This Month
-6.03%
Year To Date
+22.28%
2 Years
+30.27%
5 Years
+30.27%
10 Years
+10.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading65.71%
- 🛠️ Producer Manufacturing10.25%
- 🍞 Consumer Non Durables7.08%
- 💵 Cash5.96%
- 🖥️ Technology Services3.66%
- 🚗 Consumer Durables2.45%
- 🧬 Health Technology1.6%
- 🏭 Industrial Services1.43%
- 🚚 Transportation0.64%
- 💻 Electronic Technology0.44%
- ⚡ Utilities0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE20.88%
- 🇩🇪 FRA16.14%
- 🇬🇧 LSE12.94%
- 🇫🇷 Euronext Paris7.66%
- 🇺🇸 Nasdaq6.55%
- 🌍 Digital Currency4.26%
- 🇳🇴 Oslo Stock Exchange3.45%
- 🇭🇰 Hong Kong Exchanges2.45%
- 🇨🇭 SIX2.14%
- 🇩🇰 Copenhagen Stock Exchange0.39%
- 🌍 FX0.13%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany16.14%
- 🇺🇸 United States13.74%
- 🇬🇧 United Kingdom10.42%
- 🇫🇷 France7.66%
- 🇳🇴 Norway3.45%
- 🇨🇳 China3.04%
- 🇨🇭 Switzerland2.14%
- 🇨🇦 Canada1.94%
- 🇮🇱 Israel0.9%
- 🇩🇰 Denmark0.39%
Dividends
Dividend Yield
1.68%
20 out of 36 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.59% | 3.8% | - |
 thomaspj | 0.52% | 1.85% | - |
 SIE.DE | 0.08% | 2.2% | $4.7 |
 NESN.ZU | 0.07% | 4.06% | $3 |
 PFE | 0.06% | 6.24% | $1.66 |
 BMW.DE | 0.06% | 5.28% | $6 |
 NKE | 0.05% | 3.48% | $1.45 |
 PEP | 0.05% | 3.63% | $5.15 |
 PAH3.DE | 0.04% | 5.8% | $2.56 |
 UPS | 0.04% | 6.13% | $6.5 |
 CARR | 0.02% | 1.56% | $0.76 |
 PUM.DE | 0.02% | 2.34% | $0.82 |
 ADS.DE | 0.02% | 1.94% | $0.7 |
 SAP.DE | 0.02% | 1.66% | $2.2 |
 KVUE | 0.02% | 4.73% | $0.8 |
 MSFT | 0.01% | 0.85% | $3 |
 01211.HK | 0.01% | 0.33% | $3.41 |
 EL | 0.01% | 1.8% | $2.64 |
 BAYN.DE | 0% | 0.27% | $0.11 |
 123autobus | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RR.L (thomaspj) | Ex-Dividend | Apr 23, 2026 | $0.07 |
 MC.PA (triangulacapital) | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA (triangulacapital) | Pay Day | Apr 30, 2026 | $8.60 |
 JPM (thomaspj) | Pay Day | Apr 30, 2026 | $1.50 |
CARR | Ex-Dividend | May 4, 2026 | $0.24 |
 C (thomaspj) | Ex-Dividend | May 4, 2026 | $0.60 |
SAP.DE | Ex-Dividend | May 6, 2026 | $2.95 |
SAP.DE | Pay Day | May 8, 2026 | $2.95 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
 BTRW.L (triangulacapital) | Pay Day | May 15, 2026 | $0.07 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
CARR | Pay Day | May 22, 2026 | $0.24 |
C (thomaspj) | Pay Day | May 22, 2026 | $0.60 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
 GS (thomaspj) | Ex-Dividend | Jun 1, 2026 | $4.50 |
RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
 DEO (triangulacapital) | Pay Day | Jun 4, 2026 | $0.80 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jul 7, 2026 | $3.28 |
GFC.PA (triangulacapital) | Pay Day | Jul 9, 2026 | $3.28 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
Performance Metrics
Score 3.1/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-7.96
-7.96
-8
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-7.96
-7.96
-8
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.29
High:
ORSTED.CO
58.57ORSTED.COLow:EL
-155.61ELDetails
PEG Ratio
42.25
High:BMW.DE
209.98BMW.DELow:EL
-208.75ELDetails
Price/Book
4.72
High:
NIO
27.69NIOLow:
ARRY
-5.67ARRYDetails
Price/Sales
3.33
High:
SNOW
10.52SNOWLow:
UBI.PA
0.35UBI.PADetails
Price/CF
18.5
High:
NCH2.DE
69.5NCH2.DELow:UBI.PA
1.56UBI.PADetails
Price/FCF
63.05
High:NKE
947.69NKELow:UBI.PA
1.61UBI.PADetails
P/E Ratio
27.29
High:ORSTED.CO
58.57ORSTED.COLow:EL
-155.61ELDetails
PEG Ratio
42.25
High:BMW.DE
209.98BMW.DELow:EL
-208.75ELDetails
Price/Book
4.72
High:NIO
27.69NIOLow:ARRY
-5.67ARRYDetails
Price/Sales
3.33
High:SNOW
10.52SNOWLow:UBI.PA
0.35UBI.PADetails
Price/CF
18.5
High:NCH2.DE
69.5NCH2.DELow:UBI.PA
1.56UBI.PADetails
Price/FCF
63.05
High:NKE
947.69NKELow:UBI.PA
1.61UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.73% | Aug 2023 | Feb 2024 | 6 |
-11.63% | Oct 2025 | - | 7 |
-6.55% | Apr 2023 | Jul 2023 | 3 |
-5.12% | Feb 2025 | May 2025 | 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 |