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+1.86%
This Month
+5.74%
Year To Date
+40.96%
2 Years
+53.93%
5 Years
+53.93%
10 Years
+15.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading22.11%
- 🛍️ Retail Trade19%
- 💰 Finance17.4%
- 💵 Cash14.96%
- 🖥️ Technology Services10.05%
- 💻 Electronic Technology10%
- 📊 ETFs5.53%
- 🪙 Cryptocurrencies0.44%
- 🧬 Health Technology0.43%
- 🍞 Consumer Non Durables0.38%
- 💇♀️ Consumer Services0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.3%
- 🇺🇸 Nasdaq34.99%
- 🇬🇧 LSE2.51%
- 🇫🇷 Euronext Paris1.73%
- 🇮🇹 Borsa Italiana1.16%
- 🇳🇱 Euronext Amsterdam1.13%
- 🇪🇸 Bolsa De Madrid0.69%
- 🇸🇪 Stockholm Stock Exchange0.69%
- 🇨🇭 SIX0.58%
- 🌍 Digital Currency0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.32%
- 🇬🇧 United Kingdom4.11%
- 🇫🇷 France1.73%
- 🇮🇹 Italy1.16%
- 🇳🇱 Netherlands1.13%
- 🇨🇭 Switzerland0.98%
- 🇱🇺 Luxembourg0.84%
- 🇪🇸 Spain0.69%
- 🇫🇮 Finland0.69%
- 🇧🇷 Brazil0.59%
Dividends
Dividend Yield
0.96%
25 out of 33 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.43% | 4.9% | - |
 JPM | 0.09% | 1.73% | $4.4 |
 thomaspj | 0.08% | 0.63% | - |
 ARES | 0.08% | 2.35% | $3.4 |
 TJX | 0.06% | 1.15% | $1.42 |
 SPY | 0.03% | 1.16% | - |
 WMT | 0.02% | 0.91% | $0.81 |
 COST | 0.02% | 0.51% | $19.22 |
 AVGO | 0.02% | 0.66% | $19.7 |
 CI | 0.02% | 1.96% | $5.26 |
 V | 0.02% | 0.7% | $2.01 |
 QQQ | 0.01% | 0.51% | - |
 META | 0.01% | 0.34% | $1 |
 GOOG | 0.01% | 0.34% | $0.2 |
 AAPL | 0.01% | 0.44% | $0.97 |
 KKR | 0.01% | 0.5% | $0.67 |
 MA | 0.01% | 0.51% | $2.46 |
 PGR | 0.01% | 1.97% | $1.15 |
 MSFT | 0.01% | 0.65% | $3 |
 CB | 0.01% | 1.35% | $3.49 |
 SYK | 0% | 0.88% | $3.15 |
 CTAS | 0% | 0.8% | $5.4 |
 VRT | 0% | 0.11% | $0.06 |
 FCNCA | 0% | 0.4% | $5.67 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
CTAS | Pay Day | Sep 15, 2025 | $0.45 |
VRT | Ex-Dividend | Sep 15, 2025 | $0.04 |
FCNCA | Pay Day | Sep 15, 2025 | $1.95 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
ARES | Ex-Dividend | Sep 16, 2025 | $1.12 |
 BCS (triangulacapital) | Pay Day | Sep 16, 2025 | $0.16 |
CI | Pay Day | Sep 18, 2025 | $1.51 |
META | Ex-Dividend | Sep 22, 2025 | $0.52 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
META (thomaspj) | Ex-Dividend | Sep 22, 2025 | $0.52 |
VRT | Pay Day | Sep 25, 2025 | $0.04 |
 BNP.PA (triangulacapital) | Ex-Dividend | Sep 26, 2025 | $3.05 |
META | Pay Day | Sep 29, 2025 | $0.52 |
META (thomaspj) | Pay Day | Sep 29, 2025 | $0.52 |
 GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
SYK | Ex-Dividend | Sep 30, 2025 | $0.84 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
ARES | Pay Day | Sep 30, 2025 | $1.12 |
BNP.PA (triangulacapital) | Pay Day | Sep 30, 2025 | $3.05 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
PGR | Ex-Dividend | Oct 2, 2025 | $0.10 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
CB | Pay Day | Oct 3, 2025 | $0.97 |
PGR | Pay Day | Oct 10, 2025 | $0.10 |
 PUK (triangulacapital) | Pay Day | Oct 16, 2025 | $0.15 |
SYK | Pay Day | Oct 31, 2025 | $0.84 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 5.8/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
1.03
1.03
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
1.46
1.46
0
0.3
0.6
2
2
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
1.03
1.03
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
1.46
1.46
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.46
High:
AXON
186.92AXONLow:
FCNCA
11.65FCNCADetails
PEG Ratio
1,766.48
High:
AAPL
24,187.63AAPLLow:
PGR
26.96PGRDetails
Price/Book
10.4
High:
MA
66.96MALow:
ORLY
-74.23ORLYDetails
Price/Sales
6.29
High:
AVGO
29.19AVGOLow:
CI
0.31CIDetails
Price/CF
23.9
High:AXON
246.55AXONLow:
CB
7.5CBDetails
Price/FCF
48.27
High:AXON
384.97AXONLow:CB
8.28CBDetails
P/E Ratio
32.46
High:AXON
186.92AXONLow:FCNCA
11.65FCNCADetails
PEG Ratio
1,766.48
High:AAPL
24,187.63AAPLLow:PGR
26.96PGRDetails
Price/Book
10.4
High:MA
66.96MALow:ORLY
-74.23ORLYDetails
Price/Sales
6.29
High:AVGO
29.19AVGOLow:CI
0.31CIDetails
Price/CF
23.9
High:AXON
246.55AXONLow:CB
7.5CBDetails
Price/FCF
48.27
High:AXON
384.97AXONLow:CB
8.28CBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.1% | Feb 2025 | Jul 2025 | 5 |
-5.81% | Dec 2022 | Apr 2023 | 4 |
-5.46% | Aug 2023 | Dec 2023 | 4 |
-3.87% | Apr 2024 | May 2024 | 1 |
-2.56% | Dec 2024 | Jan 2025 | 1 |
-0.72% | Jul 2024 | Aug 2024 | 1 |
-0.03% | Oct 2024 | Nov 2024 | 1 |