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+4.51%
This Month
-0.55%
Year To Date
+19.9%
2 Years
+54.48%
5 Years
+54.48%
10 Years
+12.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading54.75%
- 💻 Electronic Technology13.86%
- 🛍️ Retail Trade11.25%
- 💰 Finance6.24%
- 💵 Cash5.82%
- 🧩 Miscellaneous4.41%
- 🖥️ Technology Services3.64%
- 💼 Commercial Services0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.46%
- 🇺🇸 Nasdaq25.46%
- 🇬🇧 LSE7.74%
- 🇫🇷 Euronext Paris4.65%
- 🇩🇪 FRA3.92%
- 🇩🇪 Xetra ETFs2.32%
- 🇳🇴 Oslo Stock Exchange2.04%
- 🇪🇸 Bolsa De Madrid0.86%
- 🇨🇭 SIX0.81%
- 🇵🇹 Euronext Lisbon0.57%
- 🇳🇱 Euronext Amsterdam0.47%
- 🇭🇰 Hong Kong Exchanges0.43%
- 🇦🇪 Dubai Financial Market0.37%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- Regular Trading Hours - RTH0.02%
- 🇸🇪 Stockholm Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.4%
- 🇬🇧 United Kingdom10.7%
- 🇫🇷 France4.52%
- 🇩🇪 Germany3.87%
- 🇨🇭 Switzerland2.08%
- 🇳🇴 Norway2.04%
- 🇨🇦 Canada1.3%
- 🇪🇸 Spain0.86%
- 🇨🇳 China0.7%
- 🇹🇼 Taiwan0.69%
- 🇳🇱 Netherlands0.66%
- 🇵🇹 Portugal0.57%
- 🇧🇷 Brazil0.41%
- 🇰🇷 South Korea0.36%
- 🇱🇺 Luxembourg0.28%
- 🇦🇺 Australia0.26%
- 🇮🇪 Ireland0.15%
- 🇰🇾 Cayman Islands0.11%
- 🇩🇰 Denmark0.09%
- 🇦🇹 Austria0.05%
- 🇧🇪 Belgium0.03%
- 🇸🇪 Sweden0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.23%
26 out of 32 instruments pay dividend.
23 dividend payments in the next 30 days.
Highest Dividend: $PGR (6.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.4% | 3.21% | - |
 thomaspj | 0.35% | 1.96% | - |
 Akatri | 0.08% | 0.58% | - |
 TJX | 0.07% | 1.1% | $1.42 |
 Jenelleb123 | 0.06% | 0.72% | - |
 ARES | 0.05% | 3.97% | $3.4 |
 HSBC | 0.03% | 4.07% | $3.03 |
 JPM | 0.03% | 1.86% | $4.4 |
 Smudliczek | 0.03% | 0.86% | - |
 SPY | 0.03% | 1.04% | - |
 ITUB | 0.02% | 5.62% | $0.15 |
 CB | 0.02% | 1.18% | $3.49 |
 MSFT | 0.01% | 0.85% | $3 |
 PGR | 0.01% | 6.89% | $1.15 |
 AAPL | 0.01% | 0.38% | $0.97 |
 WMT | 0.01% | 0.77% | $0.81 |
 QQQ | 0.01% | 0.43% | - |
 AVGO | 0.01% | 0.62% | $19.7 |
 V | 0% | 0.8% | $2.01 |
 META | 0% | 0.31% | $1 |
 COST | 0% | 0.51% | $19.22 |
 GOOG | 0% | 0.25% | $0.2 |
 CTAS | 0% | 0.91% | $5.4 |
 VRT | 0% | 0.06% | $0.06 |
 NVDA | 0% | 0.02% | $0.02 |
 FCNCA | 0% | 0.39% | $5.67 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Pay Day | Apr 30, 2026 | $1.50 |
HSBC | Pay Day | Apr 30, 2026 | $2.25 |
JPM (thomaspj) | Pay Day | Apr 30, 2026 | $1.50 |
 MC.PA (triangulacapital) | Pay Day | Apr 30, 2026 | $8.60 |
JPM (Jenelleb123) | Pay Day | Apr 30, 2026 | $1.50 |
 MO (Smudliczek) | Pay Day | Apr 30, 2026 | $1.06 |
COST | Ex-Dividend | May 1, 2026 | $1.47 |
COST (Jenelleb123) | Ex-Dividend | May 1, 2026 | $1.47 |
 DELL (Smudliczek) | Pay Day | May 1, 2026 | $0.63 |
 C (thomaspj) | Ex-Dividend | May 4, 2026 | $0.60 |
C (Jenelleb123) | Ex-Dividend | May 4, 2026 | $0.60 |
 SAN.PA (triangulacapital) | Ex-Dividend | May 5, 2026 | $4.84 |
 ASML.NV (Akatri) | Pay Day | May 5, 2026 | $3.15 |
ASML.NV (Smudliczek) | Pay Day | May 5, 2026 | $3.15 |
 SAP.DE (triangulacapital) | Ex-Dividend | May 6, 2026 | $2.95 |
SAN.PA (triangulacapital) | Pay Day | May 7, 2026 | $4.84 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
SAP.DE (triangulacapital) | Pay Day | May 8, 2026 | $2.95 |
 MA (Akatri) | Pay Day | May 8, 2026 | $0.87 |
 AXP (Jenelleb123) | Pay Day | May 8, 2026 | $0.95 |
WMT (Jenelleb123) | Ex-Dividend | May 8, 2026 | $0.25 |
 DE (Smudliczek) | Pay Day | May 8, 2026 | $1.62 |
 GD (Smudliczek) | Pay Day | May 8, 2026 | $1.59 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
TJX | Ex-Dividend | May 14, 2026 | $0.48 |
COST | Pay Day | May 15, 2026 | $1.47 |
CTAS | Ex-Dividend | May 15, 2026 | $0.45 |
 ABBV (Akatri) | Pay Day | May 15, 2026 | $1.73 |
COST (Jenelleb123) | Pay Day | May 15, 2026 | $1.47 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (Akatri) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (Jenelleb123) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (Smudliczek) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (Smudliczek) | Ex-Dividend | May 21, 2026 | $0.53 |
C (thomaspj) | Pay Day | May 22, 2026 | $0.60 |
C (Jenelleb123) | Pay Day | May 22, 2026 | $0.60 |
WMT | Pay Day | May 26, 2026 | $0.25 |
WMT (Jenelleb123) | Pay Day | May 26, 2026 | $0.25 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
 GS (thomaspj) | Ex-Dividend | Jun 1, 2026 | $4.50 |
GS (Jenelleb123) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
RR.L (Akatri) | Pay Day | Jun 3, 2026 | $0.07 |
RR.L (Jenelleb123) | Pay Day | Jun 3, 2026 | $0.07 |
RR.L (Smudliczek) | Pay Day | Jun 3, 2026 | $0.07 |
TJX | Pay Day | Jun 4, 2026 | $0.48 |
 BA.L (Jenelleb123) | Pay Day | Jun 4, 2026 | $0.31 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (Akatri) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (Akatri) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (Jenelleb123) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (Smudliczek) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (Smudliczek) | Pay Day | Jun 11, 2026 | $0.53 |
 RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
CTAS | Pay Day | Jun 15, 2026 | $0.45 |
GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
GS (Jenelleb123) | 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 |
 REP.MC (triangulacapital) | Ex-Dividend | Jul 6, 2026 | $0.59 |
 IDR.MC (Smudliczek) | Ex-Dividend | Jul 7, 2026 | $0.35 |
REP.MC (triangulacapital) | Pay Day | Jul 8, 2026 | $0.59 |
TSM (Akatri) | Pay Day | Jul 9, 2026 | $0.95 |
IDR.MC (Smudliczek) | Pay Day | Jul 9, 2026 | $0.35 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
Performance Metrics
Score 4.9/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-0.47
-0.47
-2
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-0.47
-0.47
-2
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
34.22
High:
AXON
264.15AXONLow:PGR
10.29PGRDetails
PEG Ratio
207.76
High:JPM
602.25JPMLow:PGR
31.6PGRDetails
Price/Book
13.13
High:AAPL
45.05AAPLLow:
ORLY
-102.38ORLYDetails
Price/Sales
7.84
High:AVGO
28.61AVGOLow:PGR
1.33PGRDetails
Price/CF
26.19
High:AXON
222.56AXONLow:HSBC
3.89HSBCDetails
Price/FCF
45.78
High:AXON
626.45AXONLow:HSBC
5.09HSBCDetails
P/E Ratio
34.22
High:AXON
264.15AXONLow:PGR
10.29PGRDetails
PEG Ratio
207.76
High:JPM
602.25JPMLow:PGR
31.6PGRDetails
Price/Book
13.13
High:AAPL
45.05AAPLLow:ORLY
-102.38ORLYDetails
Price/Sales
7.84
High:AVGO
28.61AVGOLow:PGR
1.33PGRDetails
Price/CF
26.19
High:AXON
222.56AXONLow:HSBC
3.89HSBCDetails
Price/FCF
45.78
High:AXON
626.45AXONLow:HSBC
5.09HSBCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.1% | Feb 2025 | Jul 2025 | 5 |
-6.1% | Feb 2026 | - | 3 |
-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 |
-0.02% | Dec 2025 | Jan 2026 | 1 |