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+3.62%
This Month
+41.09%
Year To Date
+58.55%
2 Years
+78.92%
5 Years
+78.92%
10 Years
+19.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading98.81%
- 💰 Finance0.69%
- 💵 Cash0.41%
- 🖥️ Technology Services0.15%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.57%
- 🇫🇷 Euronext Paris24.07%
- 🇮🇹 Borsa Italiana20.04%
- 🇸🇪 Stockholm Stock Exchange8.09%
- 🇳🇱 Euronext Amsterdam7.81%
- 🇨🇭 SIX6.37%
- 🇳🇴 Oslo Stock Exchange6.26%
- 🇭🇰 Hong Kong Exchanges0%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇫🇷 France24.07%
- 🇮🇹 Italy20.04%
- 🇬🇧 United Kingdom15.57%
- 🇫🇮 Finland8.09%
- 🇳🇱 Netherlands7.81%
- 🇧🇷 Brazil7.27%
- 🇨🇭 Switzerland6.37%
- 🇳🇴 Norway6.26%
- 🇭🇰 Hong Kong3.73%
- 🇨🇳 China0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
5.17%
4 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 5.21% | 5.27% | - |
 NVTKL.L | 0% | 109.46% | - |
 PRX.NV | 0% | -0.38% | $-0.07 |
 ITUB | -0.04% | -6.1% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
5.37
5.37
-2
0
2
6
6
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
5.37
5.37
-2
0
2
6
6
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
10.24
High:
ITUB
10.28ITUBLow:
03690.HK
-266.9303690.HKDetails
PEG Ratio
249.78
High:ITUB
301.56ITUBLow:
PRX.NV
12.39PRX.NVDetails
Price/Book
2.17
High:03690.HK
3.3703690.HKLow:
NVTKL.L
0.01NVTKL.LDetails
Price/Sales
1.84
High:PRX.NV
19.13PRX.NVLow:ITUB
1.09ITUBDetails
Price/CF
6.54
High:PRX.NV
75.23PRX.NVLow:ITUB
3.83ITUBDetails
Price/FCF
8.71
High:03690.HK
387.8103690.HKLow:ITUB
5.12ITUBDetails
P/E Ratio
10.24
High:ITUB
10.28ITUBLow:03690.HK
-266.9303690.HKDetails
PEG Ratio
249.78
High:ITUB
301.56ITUBLow:PRX.NV
12.39PRX.NVDetails
Price/Book
2.17
High:03690.HK
3.3703690.HKLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
1.84
High:PRX.NV
19.13PRX.NVLow:ITUB
1.09ITUBDetails
Price/CF
6.54
High:PRX.NV
75.23PRX.NVLow:ITUB
3.83ITUBDetails
Price/FCF
8.71
High:03690.HK
387.8103690.HKLow:ITUB
5.12ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.38% | Apr 2022 | Jul 2023 | 15 |
-11.44% | Oct 2024 | Apr 2025 | 6 |
-7.08% | Aug 2023 | Nov 2023 | 3 |
-4.5% | Jun 2024 | Aug 2024 | 2 |
-0.86% | Jul 2025 | Aug 2025 | 1 |
-0.43% | Jan 2024 | Feb 2024 | 1 |
-0.4% | Oct 2025 | Nov 2025 | 1 |