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+4.44%
This Month
+30.98%
Year To Date
+111.69%
2 Years
+108.88%
5 Years
+108.88%
10 Years
+44.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services46.69%
- 💻 Electronic Technology19.46%
- 👥 Copy Trading17.89%
- 🛍️ Retail Trade7.4%
- 📊 ETFs6.6%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq91.19%
- 🇺🇸 NYSE2.71%
- 🇬🇧 LSE1.66%
- 🌍 Digital Currency0.51%
- 🇫🇷 Euronext Paris0.26%
- 🇮🇹 Borsa Italiana0.18%
- 🇳🇱 Euronext Amsterdam0.17%
- 🇨🇭 SIX0.15%
- 🇩🇪 Xetra ETFs0.11%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🇪🇸 Bolsa De Madrid0.11%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇩🇪 FRA0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.41%
- 🇬🇧 United Kingdom1.9%
- 🇳🇱 Netherlands0.41%
- 🇫🇷 France0.26%
- 🇮🇹 Italy0.18%
- 🇨🇭 Switzerland0.15%
- 🇫🇮 Finland0.11%
- 🇪🇸 Spain0.11%
- 🇧🇷 Brazil0.09%
- 🇩🇪 Germany0.09%
- 🇸🇬 Singapore0.09%
- 🇨🇳 China0.05%
- 🇨🇦 Canada0.05%
- 🇦🇺 Australia0.05%
- 🇱🇺 Luxembourg0.02%
Dividends
Dividend Yield
0.32%
11 out of 14 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TQQQ | 0.07% | 1.11% | - |
 META | 0.07% | 0.33% | $1 |
 triangulacapital | 0.07% | 4.91% | - |
 thomaspj | 0.05% | 0.63% | - |
 GOOGL | 0.03% | 0.33% | $0.2 |
 Four-Horsemen | 0.01% | 0.34% | - |
 MSFT | 0.01% | 0.65% | $3 |
 AAPL | 0.01% | 0.43% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
 steveli1029 | 0% | 0.12% | - |
 Ivanectus | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
META | Ex-Dividend | Sep 22, 2025 | $0.52 |
META (thomaspj) | Ex-Dividend | Sep 22, 2025 | $0.52 |
 BNP.PA (triangulacapital) | Ex-Dividend | Sep 26, 2025 | $3.05 |
META | Pay Day | Sep 29, 2025 | $0.52 |
META (thomaspj) | Pay Day | Sep 29, 2025 | $0.52 |
 GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
BNP.PA (triangulacapital) | Pay Day | Sep 30, 2025 | $3.05 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (Four-Horsemen) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (steveli1029) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
 PUK (triangulacapital) | Pay Day | Oct 16, 2025 | $0.15 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (Four-Horsemen) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (Four-Horsemen) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 8.7/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
1.51
1.51
0
0.5
1
2
2
Sortino Ratio
2.98
2.98
0
1
2
3
3
Jensen's Alpha
17.6
17.6
-2
0
2
18
18
Omega Ratio
2.31
2.31
0
1
1.5
3
3
Treynor Ratio
2.34
2.34
0
0.75
1.25
3
3
Information Ratio
1.21
1.21
0
0.3
0.6
2
2
Calmar Ratio
2.79
2.79
0
0.3
0.6
3
3
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
1.51
1.51
0
0.5
1
2
2
Sortino Ratio
2.98
2.98
0
1
2
3
3
Jensen's Alpha
17.6
17.6
-2
0
2
18
18
Omega Ratio
2.31
2.31
0
1
1.5
3
3
Treynor Ratio
2.34
2.34
0
0.75
1.25
3
3
Information Ratio
1.21
1.21
0
0.3
0.6
2
2
Calmar Ratio
2.79
2.79
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.51
High:
NFLX
51.16NFLXLow:
GOOGL
26.75GOOGLDetails
PEG Ratio
534.58
High:
AAPL
24,609.11AAPLLow:
MSTR
2.37MSTRDetails
Price/Book
14.32
High:AAPL
53.75AAPLLow:MSTR
1.98MSTRDetails
Price/Sales
11.06
High:MSTR
222.34MSTRLow:
AMZN
3.77AMZNDetails
Price/CF
26.84
High:MSTR
7,511.07MSTRLow:GOOGL
16.08GOOGLDetails
Price/FCF
53.52
High:MSTR
1,187.5MSTRLow:AAPL
37.19AAPLDetails
P/E Ratio
36.51
High:NFLX
51.16NFLXLow:GOOGL
26.75GOOGLDetails
PEG Ratio
534.58
High:AAPL
24,609.11AAPLLow:MSTR
2.37MSTRDetails
Price/Book
14.32
High:AAPL
53.75AAPLLow:MSTR
1.98MSTRDetails
Price/Sales
11.06
High:MSTR
222.34MSTRLow:AMZN
3.77AMZNDetails
Price/CF
26.84
High:MSTR
7,511.07MSTRLow:GOOGL
16.08GOOGLDetails
Price/FCF
53.52
High:MSTR
1,187.5MSTRLow:AAPL
37.19AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.16% | Feb 2025 | May 2025 | 3 |
-6.67% | Apr 2024 | May 2024 | 1 |
-4.17% | Jul 2024 | Sep 2024 | 2 |
-3.07% | Sep 2023 | Dec 2023 | 3 |