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+0.28%
This Month
-5.2%
Year To Date
+16.77%
2 Years
+31.41%
5 Years
+31.41%
10 Years
+9.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading77.95%
- 🍞 Consumer Non Durables5.91%
- 🛠️ Producer Manufacturing4.19%
- 💵 Cash4.01%
- 🚗 Consumer Durables1.75%
- 🖥️ Technology Services1.63%
- 🧬 Health Technology1.34%
- 🏭 Industrial Services1.32%
- 🚚 Transportation0.61%
- 💰 Finance0.36%
- ⚡ Utilities0.34%
- 💻 Electronic Technology0.15%
- ❓ Other0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq22.86%
- 🇺🇸 NYSE16.42%
- 🇬🇧 LSE10.5%
- 🇩🇪 FRA8.09%
- 🇫🇷 Euronext Paris7.14%
- 🌍 Digital Currency3.9%
- 🇭🇰 Hong Kong Exchanges3.7%
- 🇳🇱 Euronext Amsterdam3%
- 🇵🇹 Euronext Lisbon1.84%
- 🇨🇭 SIX1.76%
- 🇪🇸 Bolsa De Madrid1.75%
- 🌍 FX0.42%
- 🇩🇰 Copenhagen Stock Exchange0.39%
- 🇳🇴 Oslo Stock Exchange0.19%
- 🇩🇪 Xetra ETFs0.13%
- 🇧🇪 Euronext Brussels0.06%
- 🇮🇹 Borsa Italiana0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.77%
- 🇩🇪 Germany8.09%
- 🇬🇧 United Kingdom7.94%
- 🇫🇷 France7.14%
- 🇨🇭 Switzerland3.28%
- 🇳🇱 Netherlands3.01%
- 🇭🇰 Hong Kong2.42%
- 🇨🇳 China2.19%
- 🇧🇷 Brazil2.02%
- 🇵🇹 Portugal1.84%
- 🇪🇸 Spain1.75%
- 🇨🇦 Canada1.14%
- 🇮🇱 Israel0.71%
- 🇩🇰 Denmark0.39%
- 🇳🇴 Norway0.19%
- 🇮🇹 Italy0.04%
- 🇮🇪 Ireland0.03%
- 🇱🇺 Luxembourg0.01%
Dividends
Dividend Yield
1.58%
17 out of 36 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BMW.DE (6.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 1% | 3.46% | - |
 thomaspj | 0.15% | 0.61% | - |
 NESN.ZU | 0.07% | 3.96% | $3 |
 BMW.DE | 0.06% | 6.99% | $6 |
 NKE | 0.05% | 4.24% | $1.45 |
 PFE | 0.05% | 6.05% | $1.66 |
 PEP | 0.05% | 4.18% | $5.15 |
 UPS | 0.04% | 6.41% | $6.5 |
 PAH3.DE | 0.03% | 5.15% | $2.56 |
 Aukie2008 | 0.02% | 0.9% | - |
 O | 0.02% | 5.29% | $3.09 |
 KVUE | 0.02% | 4.43% | $0.8 |
 01211.HK | 0.01% | 0.48% | $3.41 |
 EL | 0.01% | 1.35% | $2.64 |
 CARR | 0.01% | 1.58% | $0.76 |
 ADS.DE | 0.01% | 1.9% | $0.7 |
 BAYN.DE | 0% | 0.23% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-7.98
-7.98
-8
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-1.21
-1.21
-2
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-7.98
-7.98
-8
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-1.21
-1.21
-2
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.72
High:O
52.02OLow:EL
-118.65ELDetails
PEG Ratio
22.43
High:O
494.14OLow:
AUR
-201.1AURDetails
Price/Book
2.95
High:
NIO
17.08NIOLow:
ARRY
-4.57ARRYDetails
Price/Sales
1.49
High:AUR
3,107.06AURLow:BMW.DE
0.27BMW.DEDetails
Price/CF
12.48
High:NKE
54.38NKELow:
UBI.PA
1.84UBI.PADetails
Price/FCF
61.23
High:NKE
947.69NKELow:UBI.PA
2.09UBI.PADetails
P/E Ratio
21.72
High:O
52.02OLow:EL
-118.65ELDetails
PEG Ratio
22.43
High:O
494.14OLow:AUR
-201.1AURDetails
Price/Book
2.95
High:NIO
17.08NIOLow:ARRY
-4.57ARRYDetails
Price/Sales
1.49
High:AUR
3,107.06AURLow:BMW.DE
0.27BMW.DEDetails
Price/CF
12.48
High:NKE
54.38NKELow:UBI.PA
1.84UBI.PADetails
Price/FCF
61.23
High:NKE
947.69NKELow:UBI.PA
2.09UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.73% | Aug 2023 | Feb 2024 | 6 |
-11.63% | Oct 2025 | - | 12 |
-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 |