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-1.83%
This Month
+3.39%
Year To Date
+38.5%
2 Years
+50.5%
5 Years
+50.5%
10 Years
+14.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading23.2%
- 💵 Cash19.83%
- 🛍️ Retail Trade16.06%
- 💰 Finance13.54%
- 💻 Electronic Technology11.93%
- 🖥️ Technology Services9.13%
- 📊 ETFs6.51%
- 🪙 Cryptocurrencies0.44%
- 🍞 Consumer Non Durables0.31%
- 💇♀️ Consumer Services0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.54%
- 🇺🇸 Nasdaq30.58%
- 🇬🇧 LSE3.03%
- 🇫🇷 Euronext Paris1.79%
- 🇮🇹 Borsa Italiana1.21%
- 🇳🇱 Euronext Amsterdam1.12%
- 🇸🇪 Stockholm Stock Exchange0.71%
- 🇪🇸 Bolsa De Madrid0.69%
- 🇨🇭 SIX0.57%
- 🌍 Digital Currency0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.33%
- 🇬🇧 United Kingdom4.33%
- 🇫🇷 France1.79%
- 🇱🇺 Luxembourg1.64%
- 🇮🇹 Italy1.21%
- 🇳🇱 Netherlands1.12%
- 🇨🇭 Switzerland0.98%
- 🇫🇮 Finland0.71%
- 🇪🇸 Spain0.69%
- 🇧🇷 Brazil0.6%
- 🇭🇰 Hong Kong0.33%
Dividends
Dividend Yield
0.89%
21 out of 31 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.44% | 4.9% | - |
 thomaspj | 0.11% | 0.77% | - |
 JPM | 0.11% | 1.81% | $4.4 |
 TJX | 0.07% | 1.17% | $1.42 |
 ARES | 0.05% | 3% | $3.4 |
 WMT | 0.02% | 0.92% | $0.81 |
 V | 0.02% | 0.69% | $2.01 |
 GOOG | 0.01% | 0.34% | $0.2 |
 PGR | 0.01% | 2.08% | $1.15 |
 MA | 0.01% | 0.54% | $2.46 |
 AAPL | 0.01% | 0.41% | $0.97 |
 META | 0.01% | 0.36% | $1 |
 AVGO | 0.01% | 0.66% | $19.7 |
 MSFT | 0.01% | 0.66% | $3 |
 COST | 0.01% | 0.53% | $19.22 |
 CB | 0.01% | 1.34% | $3.49 |
 KKR | 0% | 0.6% | $0.67 |
 CTAS | 0% | 0.86% | $5.4 |
 VRT | 0% | 0.08% | $0.06 |
 NVDA | 0% | 0.02% | $0.02 |
 FCNCA | 0% | 0.45% | $5.67 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PUK (triangulacapital) | Pay Day | Oct 16, 2025 | $0.15 |
JPM | Pay Day | Oct 31, 2025 | $1.50 |
JPM (thomaspj) | Pay Day | Oct 31, 2025 | $1.50 |
 BBVA.MC (triangulacapital) | Ex-Dividend | Nov 5, 2025 | $0.38 |
MA | Pay Day | Nov 7, 2025 | $0.76 |
BBVA.MC (triangulacapital) | Pay Day | Nov 7, 2025 | $0.38 |
 AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
TJX | Ex-Dividend | Nov 13, 2025 | $0.42 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
TJX | Pay Day | Dec 4, 2025 | $0.42 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
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
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
0.8
0.8
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
1.47
1.47
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
1.39
1.39
0
1
2
3
3
Jensen's Alpha
0.8
0.8
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
1.47
1.47
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.22
High:
AXON
173.79AXONLow:
FCNCA
10.04FCNCADetails
PEG Ratio
1,515.49
High:
AAPL
25,350.1AAPLLow:
PGR
26.28PGRDetails
Price/Book
10.2
High:
MA
64.32MALow:
AZO
-19,891.2AZODetails
Price/Sales
6.69
High:
NVDA
27.2NVDALow:
WMT
1.18WMTDetails
Price/CF
24.97
High:AXON
246.55AXONLow:
CB
7.5CBDetails
Price/FCF
48.22
High:AXON
384.97AXONLow:CB
8.28CBDetails
P/E Ratio
32.22
High:AXON
173.79AXONLow:FCNCA
10.04FCNCADetails
PEG Ratio
1,515.49
High:AAPL
25,350.1AAPLLow:PGR
26.28PGRDetails
Price/Book
10.2
High:MA
64.32MALow:AZO
-19,891.2AZODetails
Price/Sales
6.69
High:NVDA
27.2NVDALow:WMT
1.18WMTDetails
Price/CF
24.97
High:AXON
246.55AXONLow:CB
7.5CBDetails
Price/FCF
48.22
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 |
-1.83% | Oct 2025 | - | 1 |
-0.72% | Jul 2024 | Aug 2024 | 1 |
-0.03% | Oct 2024 | Nov 2024 | 1 |