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+0.13%
This Month
+0.13%
Year To Date
+20.76%
2 Years
+53.46%
5 Years
+53.46%
10 Years
+14.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading58.18%
- 🛍️ Retail Trade12.08%
- 🖥️ Technology Services9.13%
- 💰 Finance6.92%
- 💻 Electronic Technology6.27%
- 💵 Cash4.08%
- 📦 Distribution Services3.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.34%
- 🇺🇸 Nasdaq29.14%
- 🇫🇷 Euronext Paris9.79%
- 🇬🇧 LSE8.24%
- 🇮🇹 Borsa Italiana3.23%
- 🇩🇪 Xetra ETFs1.95%
- 🇦🇪 Dubai Financial Market1.69%
- 🇳🇴 Oslo Stock Exchange1.62%
- 🇳🇱 Euronext Amsterdam0.35%
- 🇭🇰 Hong Kong Exchanges0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.6%
- 🇬🇧 United Kingdom12.12%
- 🇫🇷 France9.79%
- 🇮🇹 Italy3.38%
- 🇧🇷 Brazil1.76%
- 🇳🇴 Norway1.62%
- 🇹🇼 Taiwan0.46%
- 🇳🇱 Netherlands0.35%
- 🇨🇦 Canada0.16%
- 🇨🇳 China0.16%
- 🇩🇰 Denmark0.13%
- 🇦🇺 Australia0.09%
- 🇮🇱 Israel0.02%
Dividends
Dividend Yield
1.51%
14 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (3.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.96% | 3.77% | - |
 thomaspj | 0.19% | 0.84% | - |
 JPM | 0.12% | 1.92% | $4.4 |
 Akatri | 0.07% | 0.7% | - |
 TJX | 0.07% | 1.1% | $1.42 |
 WMT | 0.03% | 0.8% | $0.81 |
 ARES | 0.02% | 2.75% | $3.4 |
 COR | 0.02% | 0.64% | $2.02 |
 GOOG | 0.02% | 0.26% | $0.2 |
 AVGO | 0.01% | 0.72% | $19.7 |
 COST | 0.01% | 0.54% | $19.22 |
 NVDA | 0% | 0.02% | $0.02 |
 HEI | 0% | 0.07% | $0.2 |
 ITUB | 0% | -0.44% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
-0.26
-0.26
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
1.68
1.68
0
0.3
0.6
2
2
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
-0.26
-0.26
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
1.68
1.68
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
32.6
High:
PANW
116.74PANWLow:ITUB
10.9ITUBDetails
PEG Ratio
456.9
High:JPM
1,131.13JPMLow:AVGO
24.44AVGODetails
Price/Book
9.67
High:COR
45.1CORLow:
ORLY
-90.15ORLYDetails
Price/Sales
6.25
High:AVGO
25.45AVGOLow:COR
0.21CORDetails
Price/CF
24.58
High:AVGO
65.63AVGOLow:ITUB
3.95ITUBDetails
Price/FCF
49.76
High:AVGO
114.58AVGOLow:ITUB
5.27ITUBDetails
P/E Ratio
32.6
High:PANW
116.74PANWLow:ITUB
10.9ITUBDetails
PEG Ratio
456.9
High:JPM
1,131.13JPMLow:AVGO
24.44AVGODetails
Price/Book
9.67
High:COR
45.1CORLow:ORLY
-90.15ORLYDetails
Price/Sales
6.25
High:AVGO
25.45AVGOLow:COR
0.21CORDetails
Price/CF
24.58
High:AVGO
65.63AVGOLow:ITUB
3.95ITUBDetails
Price/FCF
49.76
High:AVGO
114.58AVGOLow:ITUB
5.27ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.84% | Feb 2025 | Oct 2025 | 8 |
-6.64% | Aug 2023 | Nov 2023 | 3 |
-3.88% | Apr 2024 | May 2024 | 1 |
-3.48% | Dec 2024 | Jan 2025 | 1 |
-3.28% | Jul 2024 | Nov 2024 | 4 |
-1.64% | Feb 2023 | Mar 2023 | 1 |