Loading...
+0%
Today
-0.34%
This Month
-0.34%
Year To Date
+57.56%
2 Years
+15.26%
5 Years
+3.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading33%
- 💻 Electronic Technology19.8%
- 💼 Commercial Services16.33%
- 🖥️ Technology Services14.27%
- 💵 Cash0.94%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.24%
- 🇺🇸 NYSE17.71%
- 🇸🇪 Stockholm Stock Exchange8.55%
- 🇬🇧 LSE7.67%
- 🇫🇷 Euronext Paris4.2%
- 🇪🇸 Bolsa De Madrid3.64%
- 🇳🇱 Euronext Amsterdam3.63%
- 🇩🇪 FRA2.78%
- 🇮🇹 Borsa Italiana1.93%
- 🇧🇪 Euronext Brussels1.66%
- 🇭🇰 Hong Kong Exchanges0.94%
- 🇩🇪 Xetra ETFs0.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.96%
- 🇬🇧 United Kingdom23.03%
- 🇸🇪 Sweden6.48%
- 🇫🇷 France4.2%
- 🇪🇸 Spain3.64%
- 🇳🇱 Netherlands3.63%
- 🇩🇪 Germany2.78%
- 🇫🇮 Finland2.07%
- 🇮🇹 Italy1.93%
- 🇧🇪 Belgium1.66%
- 🇨🇳 China0.94%
- 🇦🇺 Australia0.62%
Dividends
Dividend Yield
1.69%
5 out of 6 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 1.41% | 4.73% | - |
 V | 0.11% | 0.7% | $2.01 |
 MSFT | 0.11% | 0.76% | $3 |
 SAABB.ST | 0.04% | 0.69% | $1.6 |
 JanneWallenius | 0.02% | 0.59% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 INGA.NV (triangulacapital) | Pay Day | Jan 16 | $0.16 |
 ENEL.MI (triangulacapital) | Ex-Dividend | Jan 20 | $0.23 |
ENEL.MI (triangulacapital) | Pay Day | Jan 22 | $0.23 |
 DHR (JanneWallenius) | Pay Day | Jan 31 | $0.27 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
MSFT | Pay Day | Mar 13 | $0.83 |
Performance Metrics
Score 2.9/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-5
-5
-6
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-5
-5
-6
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.56% | Feb 2021 | Jan 2024 | 35 |
-10.52% | Sep 2024 | - | 5 |