Loading...
-4.49%
This Month
+4.46%
Year To Date
+51.47%
2 Years
+115.18%
5 Years
+115.18%
10 Years
+32.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services40.08%
- 💻 Electronic Technology22.54%
- 👥 Copy Trading19.99%
- 📊 ETFs10.52%
- 🛍️ Retail Trade6.87%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq91.14%
- 🇺🇸 NYSE4.25%
- 🇬🇧 LSE0.8%
- 🇫🇷 Euronext Paris0.68%
- 🇩🇪 FRA0.53%
- Regular Trading Hours - RTH0.27%
- 🌍 Digital Currency0.26%
- 🇨🇭 SIX0.19%
- 🇳🇴 Oslo Stock Exchange0.18%
- 🇭🇰 Hong Kong Exchanges0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.16%
- 🇬🇧 United Kingdom1.1%
- 🇫🇷 France0.68%
- 🇩🇪 Germany0.6%
- 🇨🇭 Switzerland0.19%
- 🇳🇴 Norway0.18%
- 🇨🇦 Canada0.15%
- 🇧🇷 Brazil0.12%
- 🇺🇾 Uruguay0.12%
- 🇨🇳 China0.03%
- 🇸🇪 Sweden0.01%
Dividends
Dividend Yield
0.31%
10 out of 13 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.08% | 0.96% | - |
 triangulacapital | 0.07% | 4.03% | - |
 META | 0.05% | 0.34% | $1 |
 GOOGL | 0.03% | 0.23% | $0.2 |
 NVDA | 0.03% | 0.13% | $0.02 |
 Four-Horsemen | 0.01% | 0.34% | - |
 MSFT | 0.01% | 0.83% | $3 |
 Ivanectus | 0.01% | 0.41% | - |
 steveli1029 | 0.01% | 0.25% | - |
 AAPL | 0% | 0.34% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
META | Pay Day | Jun 25, 2026 | $0.53 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Four-Horsemen) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (steveli1029) | Pay Day | Jun 26, 2026 | $0.25 |
 BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
NVDA (thomaspj) | Pay Day | Jun 26, 2026 | $0.25 |
 BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
 UL.US (triangulacapital) | Pay Day | Jun 26, 2026 | $0.55 |
 GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL.L (thomaspj) | Pay Day | Jun 29, 2026 | $0.39 |
 SHEL (triangulacapital) | Pay Day | Jun 29, 2026 | $0.78 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 NTR (triangulacapital) | Ex-Dividend | Jun 30, 2026 | $0.55 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 GRI.L (triangulacapital) | Pay Day | Jul 3, 2026 | $0.04 |
 JPM (thomaspj) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jul 7, 2026 | $3.28 |
GFC.PA (triangulacapital) | Pay Day | Jul 9, 2026 | $3.28 |
 BABA (steveli1029) | Pay Day | Jul 13, 2026 | $1.05 |
NTR (triangulacapital) | Pay Day | Jul 17, 2026 | $0.55 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
 EQNR.OL (thomaspj) | Ex-Dividend | Aug 13, 2026 | $0.39 |
EQNR.OL (thomaspj) | Pay Day | Aug 27, 2026 | $0.39 |
Performance Metrics
Score 8.2/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
2.52
2.52
0
1
2
3
3
Jensen's Alpha
10.2
10.2
-2
0
2
11
11
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.9
0.9
0
0.3
0.6
1
1
Calmar Ratio
2.29
2.29
0
0.3
0.6
3
3
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
2.52
2.52
0
1
2
3
3
Jensen's Alpha
10.2
10.2
-2
0
2
11
11
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.9
0.9
0
0.3
0.6
1
1
Calmar Ratio
2.29
2.29
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
30.12
High:AAPL
37.65AAPLLow:META
22.82METADetails
PEG Ratio
125.32
High:META
376.16METALow:NVDA
30.57NVDADetails
Price/Book
12.58
High:AAPL
42.87AAPLLow:
AMZN
6.18AMZNDetails
Price/Sales
11.06
High:NVDA
21.04NVDALow:AMZN
3.72AMZNDetails
Price/CF
23.81
High:NVDA
40.43NVDALow:META
11.83METADetails
Price/FCF
52.14
High:AMZN
325.85AMZNLow:AAPL
32.24AAPLDetails
P/E Ratio
30.12
High:AAPL
37.65AAPLLow:META
22.82METADetails
PEG Ratio
125.32
High:META
376.16METALow:NVDA
30.57NVDADetails
Price/Book
12.58
High:AAPL
42.87AAPLLow:AMZN
6.18AMZNDetails
Price/Sales
11.06
High:NVDA
21.04NVDALow:AMZN
3.72AMZNDetails
Price/CF
23.81
High:NVDA
40.43NVDALow:META
11.83METADetails
Price/FCF
52.14
High:AMZN
325.85AMZNLow:AAPL
32.24AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.16% | Feb 2025 | May 2025 | 3 |
-11.77% | Nov 2025 | Apr 2026 | 5 |
-6.67% | Apr 2024 | May 2024 | 1 |
-4.49% | Jun 2026 | - | 1 |
-4.17% | Jul 2024 | Sep 2024 | 2 |
-3.07% | Sep 2023 | Dec 2023 | 3 |