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+0.58%
This Month
+31.31%
Year To Date
+97.68%
2 Years
+109.41%
5 Years
+109.41%
10 Years
+38.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services44.84%
- 💻 Electronic Technology20.69%
- 👥 Copy Trading20.21%
- 📊 ETFs7.4%
- 🛍️ Retail Trade6.86%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq91.68%
- 🇺🇸 NYSE4.6%
- 🇬🇧 LSE1.32%
- 🌍 Digital Currency0.41%
- 🇫🇷 Euronext Paris0.33%
- 🇮🇹 Borsa Italiana0.26%
- 🇨🇭 SIX0.14%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🇳🇱 Euronext Amsterdam0.1%
- 🇳🇴 Oslo Stock Exchange0.09%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇩🇪 FRA0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.17%
- 🇬🇧 United Kingdom1.53%
- 🇫🇷 France0.33%
- 🇮🇹 Italy0.26%
- 🇸🇬 Singapore0.24%
- 🇨🇭 Switzerland0.14%
- 🇫🇮 Finland0.11%
- 🇳🇱 Netherlands0.1%
- 🇧🇷 Brazil0.09%
- 🇳🇴 Norway0.09%
- 🇩🇪 Germany0.08%
- 🇭🇰 Hong Kong0.05%
- 🇨🇳 China0.05%
- 🇱🇺 Luxembourg0.01%
Dividends
Dividend Yield
0.28%
10 out of 14 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (5.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.08% | 5.71% | - |
 thomaspj | 0.07% | 0.77% | - |
 META | 0.06% | 0.31% | $1 |
 GOOGL | 0.03% | 0.26% | $0.2 |
 Four-Horsemen | 0.01% | 0.32% | - |
 MSFT | 0.01% | 0.72% | $3 |
 steveli1029 | 0.01% | 0.19% | - |
 Ivanectus | 0.01% | 0.25% | - |
 AAPL | 0.01% | 0.37% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
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 |
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
Performance Metrics
Score 8.6/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
1.47
1.47
0
0.5
1
2
2
Sortino Ratio
2.89
2.89
0
1
2
3
3
Jensen's Alpha
14.21
14.21
-2
0
2
15
15
Omega Ratio
2.12
2.12
0
1
1.5
3
3
Treynor Ratio
2.17
2.17
0
0.75
1.25
3
3
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
2.61
2.61
0
0.3
0.6
3
3
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
1.47
1.47
0
0.5
1
2
2
Sortino Ratio
2.89
2.89
0
1
2
3
3
Jensen's Alpha
14.21
14.21
-2
0
2
15
15
Omega Ratio
2.12
2.12
0
1
1.5
3
3
Treynor Ratio
2.17
2.17
0
0.75
1.25
3
3
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
2.61
2.61
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.67
High:
NVDA
45.18NVDALow:
MSTR
8.32MSTRDetails
PEG Ratio
193.54
High:
META
483.07METALow:MSTR
0.6MSTRDetails
Price/Book
14.08
High:
AAPL
55.86AAPLLow:MSTR
0.98MSTRDetails
Price/Sales
11.05
High:MSTR
118.86MSTRLow:
AMZN
3.6AMZNDetails
Price/CF
27.74
High:MSTR
7,511.07MSTRLow:META
17.56METADetails
Price/FCF
57
High:MSTR
1,187.5MSTRLow:AAPL
45.56AAPLDetails
P/E Ratio
36.67
High:NVDA
45.18NVDALow:MSTR
8.32MSTRDetails
PEG Ratio
193.54
High:META
483.07METALow:MSTR
0.6MSTRDetails
Price/Book
14.08
High:AAPL
55.86AAPLLow:MSTR
0.98MSTRDetails
Price/Sales
11.05
High:MSTR
118.86MSTRLow:AMZN
3.6AMZNDetails
Price/CF
27.74
High:MSTR
7,511.07MSTRLow:META
17.56METADetails
Price/FCF
57
High:MSTR
1,187.5MSTRLow:AAPL
45.56AAPLDetails
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 |
-3.06% | Nov 2025 | - | 2 |