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-4.8%
This Month
-8.95%
Year To Date
+41.67%
2 Years
+101.55%
5 Years
+101.55%
10 Years
+22.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading66.2%
- 🧬 Health Technology13.02%
- 🖥️ Technology Services9.48%
- 🚗 Consumer Durables7.29%
- 🪙 Cryptocurrencies2.95%
- 📦 Distribution Services0.58%
- 🛠️ Producer Manufacturing0.19%
- 🚚 Transportation0.13%
- 💰 Finance0.11%
- 💵 Cash0.04%
- 🪨 Non Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.52%
- 🇺🇸 NYSE9.87%
- 🇫🇷 Euronext Paris8.53%
- 🇩🇰 Copenhagen Stock Exchange5.22%
- 🌍 Digital Currency2.95%
- 🇮🇹 Borsa Italiana1.72%
- 🇬🇧 LSE1.5%
- 🇳🇱 Euronext Amsterdam0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.21%
- 🇫🇷 France8.58%
- 🇳🇱 Netherlands6.79%
- 🇩🇰 Denmark5.22%
- 🇮🇱 Israel3.97%
- 🇬🇧 United Kingdom3.85%
- 🇮🇹 Italy1.72%
- 🇩🇪 Germany0.84%
- 🇧🇷 Brazil0.12%
- 🇨🇦 Canada0.08%
- 🇮🇪 Ireland0.07%
- 🇺🇾 Uruguay0.04%
Dividends
Dividend Yield
1.53%
8 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $STLA.US (10.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 STLA.US | 0.68% | 10.69% | $1.71 |
 triangulacapital | 0.68% | 1.53% | - |
 NOVO-B.CO | 0.24% | 4.69% | $9.4 |
 META | 0.02% | 0.32% | $1 |
 PNL.NV | 0.01% | 6.25% | $0.09 |
 GGB | 0% | -2.72% | $-0.22 |
 ITUB | 0% | -0.98% | $-0.15 |
 OutSmartNSDQ | -0.1% | -0.48% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
4.95
4.95
-2
0
2
5
5
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
1.44
1.44
0
0.3
0.6
2
2
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
4.95
4.95
-2
0
2
5
5
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
1.44
1.44
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
45.02
High:
TSLA
377.27TSLALow:PNL.NV
-32.72PNL.NVDetails
PEG Ratio
409.88
High:NOVO-B.CO
684.96NOVO-B.COLow:
SEDG
-7.07SEDGDetails
Price/Book
6.43
High:
OCGN
173.3OCGNLow:STLA.US
0.34STLA.USDetails
Price/Sales
4.69
High:OCGN
110.96OCGNLow:
UNFI
0.07UNFIDetails
Price/CF
15.7
High:TSLA
107.92TSLALow:PNL.NV
3.33PNL.NVDetails
Price/FCF
45.73
High:TSLA
255.88TSLALow:PNL.NV
4.81PNL.NVDetails
P/E Ratio
45.02
High:TSLA
377.27TSLALow:PNL.NV
-32.72PNL.NVDetails
PEG Ratio
409.88
High:NOVO-B.CO
684.96NOVO-B.COLow:SEDG
-7.07SEDGDetails
Price/Book
6.43
High:OCGN
173.3OCGNLow:STLA.US
0.34STLA.USDetails
Price/Sales
4.69
High:OCGN
110.96OCGNLow:UNFI
0.07UNFIDetails
Price/CF
15.7
High:TSLA
107.92TSLALow:PNL.NV
3.33PNL.NVDetails
Price/FCF
45.73
High:TSLA
255.88TSLALow:PNL.NV
4.81PNL.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13% | Aug 2023 | Dec 2023 | 4 |
-11.97% | Sep 2022 | Jan 2023 | 4 |
-10.27% | Feb 2026 | - | 2 |
-9.15% | Feb 2025 | May 2025 | 3 |
-8.89% | Apr 2024 | Sep 2024 | 5 |
-5.57% | Apr 2023 | Jun 2023 | 2 |
-3.19% | Feb 2023 | Mar 2023 | 1 |
-3.12% | Dec 2024 | Jan 2025 | 1 |
-2.17% | Oct 2025 | Dec 2025 | 2 |
-1.2% | Jul 2025 | Aug 2025 | 1 |