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-0.68%
This Month
+6.01%
Year To Date
+31.6%
2 Years
+54.31%
5 Years
+54.31%
10 Years
+14.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading28.05%
- 💵 Cash15.29%
- 💻 Electronic Technology15.19%
- 🛍️ Retail Trade13.89%
- 🖥️ Technology Services12.21%
- 📊 ETFs9.26%
- 💰 Finance6.48%
- 🪙 Cryptocurrencies0.34%
- 💇♀️ Consumer Services0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.45%
- 🇺🇸 Nasdaq35.65%
- 🇬🇧 LSE2.94%
- 🇫🇷 Euronext Paris2.32%
- 🇮🇹 Borsa Italiana1.87%
- 🇸🇪 Stockholm Stock Exchange0.78%
- 🇳🇱 Euronext Amsterdam0.73%
- 🇨🇭 SIX0.62%
- 🇳🇴 Oslo Stock Exchange0.6%
- 🌍 Digital Currency0.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.94%
- 🇬🇧 United Kingdom4.42%
- 🇫🇷 France2.32%
- 🇮🇹 Italy1.87%
- 🇨🇭 Switzerland1.05%
- 🇱🇺 Luxembourg1.01%
- 🇫🇮 Finland0.78%
- 🇳🇱 Netherlands0.73%
- 🇧🇷 Brazil0.63%
- 🇳🇴 Norway0.6%
- 🇭🇰 Hong Kong0.35%
Dividends
Dividend Yield
0.94%
20 out of 29 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PGR (5.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.53% | 5.63% | - |
 thomaspj | 0.14% | 0.77% | - |
 TJX | 0.07% | 1.09% | $1.42 |
 JPM | 0.05% | 1.82% | $4.4 |
 GOOG | 0.02% | 0.27% | $0.2 |
 WMT | 0.02% | 0.81% | $0.81 |
 AVGO | 0.02% | 0.66% | $19.7 |
 AAPL | 0.01% | 0.37% | $0.97 |
 PGR | 0.01% | 5.92% | $1.15 |
 ARES | 0.01% | 2.58% | $3.4 |
 KKR | 0.01% | 0.53% | $0.67 |
 MSFT | 0.01% | 0.73% | $3 |
 CB | 0.01% | 1.24% | $3.49 |
 META | 0% | 0.33% | $1 |
 V | 0% | 0.7% | $2.01 |
 VRT | 0% | 0.11% | $0.06 |
 COST | 0% | 0.57% | $19.22 |
 CTAS | 0% | 0.9% | $5.4 |
 NVDA | 0% | 0.02% | $0.02 |
 FCNCA | 0% | 0.39% | $5.67 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 5.7/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
0.52
0.52
-2
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
1.44
1.44
0
0.3
0.6
2
2
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
0.52
0.52
-2
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
1.44
1.44
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.16
High:
AXON
178.63AXONLow:
FCNCA
12.15FCNCADetails
PEG Ratio
232.54
High:
V
1,245.39VLow:
AVGO
26.46AVGODetails
Price/Book
12.27
High:
AAPL
55.76AAPLLow:
ORLY
-89.08ORLYDetails
Price/Sales
7.96
High:AVGO
27.54AVGOLow:
WMT
1.33WMTDetails
Price/CF
25.63
High:AXON
230.38AXONLow:FCNCA
7.68FCNCADetails
Price/FCF
51.83
High:AXON
388.05AXONLow:
CB
8.57CBDetails
P/E Ratio
34.16
High:AXON
178.63AXONLow:FCNCA
12.15FCNCADetails
PEG Ratio
232.54
High:V
1,245.39VLow:AVGO
26.46AVGODetails
Price/Book
12.27
High:AAPL
55.76AAPLLow:ORLY
-89.08ORLYDetails
Price/Sales
7.96
High:AVGO
27.54AVGOLow:WMT
1.33WMTDetails
Price/CF
25.63
High:AXON
230.38AXONLow:FCNCA
7.68FCNCADetails
Price/FCF
51.83
High:AXON
388.05AXONLow:CB
8.57CBDetails
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 |
-0.68% | Dec 2025 | - | 1 |
-0.03% | Oct 2024 | Nov 2024 | 1 |