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-0.56%
This Month
-5.59%
Year To Date
+42.47%
2 Years
+84.92%
5 Years
+84.92%
10 Years
+18.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading60.36%
- 📊 ETFs14.56%
- 💻 Electronic Technology11.63%
- 🚗 Consumer Durables6.88%
- 🖥️ Technology Services3.55%
- 💰 Finance2.96%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.74%
- 🇺🇸 Nasdaq28.11%
- 🇬🇧 LSE9.02%
- 🇫🇷 Euronext Paris4.93%
- 🇩🇪 FRA3.44%
- 🇳🇴 Oslo Stock Exchange2.34%
- 🇳🇱 Euronext Amsterdam1.46%
- 🇨🇭 SIX1.29%
- 🇺🇸 Chicago Board Options Exchange0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.25%
- 🇬🇧 United Kingdom13.24%
- 🇫🇷 France4.93%
- 🇩🇪 Germany3.44%
- 🇳🇴 Norway2.34%
- 🇳🇱 Netherlands1.46%
- 🇨🇭 Switzerland1.29%
- 🇮🇱 Israel0.61%
- 🇧🇷 Brazil0.22%
Dividends
Dividend Yield
1.13%
8 out of 11 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MAIN (5.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.43% | 2.27% | - |
 thomaspj | 0.4% | 1.71% | - |
 MAIN | 0.16% | 5.83% | $2.85 |
 Cfranklin89 | 0.13% | 0.73% | - |
 MSFT | 0.03% | 0.95% | $3 |
 NVDA | 0% | 0.02% | $0.02 |
 MRP | -0.01% | -10.6% | - |
 ITUB | -0.01% | -6.26% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MAIN | Ex-Dividend | Apr 8, 2026 | $0.26 |
 RKT.L (triangulacapital) | Ex-Dividend | Apr 9, 2026 | $1.70 |
 MA (Cfranklin89) | Ex-Dividend | Apr 9, 2026 | $0.87 |
RKT.L (Cfranklin89) | Ex-Dividend | Apr 9, 2026 | $1.70 |
 UL.US (triangulacapital) | Pay Day | Apr 10, 2026 | $0.56 |
MAIN | Pay Day | Apr 15, 2026 | $0.26 |
MRP | Pay Day | Apr 15, 2026 | -$0.76 |
 RR.L (thomaspj) | Ex-Dividend | Apr 23, 2026 | $0.07 |
 GRG.L (Cfranklin89) | Ex-Dividend | Apr 30, 2026 | $0.67 |
 SAN.PA (triangulacapital) | Ex-Dividend | May 5, 2026 | $4.84 |
SAN.PA (triangulacapital) | Pay Day | May 7, 2026 | $4.84 |
 AXP (Cfranklin89) | Pay Day | May 8, 2026 | $0.95 |
MA (Cfranklin89) | Pay Day | May 8, 2026 | $0.87 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
 BTRW.L (Cfranklin89) | Pay Day | May 15, 2026 | $0.07 |
 TE.PA (triangulacapital) | Ex-Dividend | May 18, 2026 | $1.18 |
TE.PA (triangulacapital) | Pay Day | May 20, 2026 | $1.18 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
 MOS (Cfranklin89) | Ex-Dividend | May 21, 2026 | $0.22 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
GRG.L (Cfranklin89) | Pay Day | May 29, 2026 | $0.67 |
MOS (Cfranklin89) | Pay Day | Jun 2, 2026 | $0.22 |
RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
RKT.L (Cfranklin89) | Pay Day | Jun 12, 2026 | $1.70 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jul 7, 2026 | $3.28 |
GFC.PA (triangulacapital) | Pay Day | Jul 9, 2026 | $3.28 |
Performance Metrics
Score 7.6/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
7.61
7.61
-2
0
2
8
8
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
1.73
1.73
0
0.3
0.6
2
2
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
7.61
7.61
-2
0
2
8
8
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
1.73
1.73
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
38.43
High:
TSLA
335.12TSLALow:MAIN
9.53MAINDetails
PEG Ratio
64.24
High:ITUB
162.78ITUBLow:MRP
4.28MRPDetails
Price/Book
16.89
High:NVDA
27.41NVDALow:MRP
0.78MRPDetails
Price/Sales
15.54
High:
ARM
34.13ARMLow:ITUB
1.4ITUBDetails
Price/CF
41.54
High:TSLA
107.92TSLALow:MRP
1.35MRPDetails
Price/FCF
66.69
High:MAIN
664.56MAINLow:MRP
1.97MRPDetails
P/E Ratio
38.43
High:TSLA
335.12TSLALow:MAIN
9.53MAINDetails
PEG Ratio
64.24
High:ITUB
162.78ITUBLow:MRP
4.28MRPDetails
Price/Book
16.89
High:NVDA
27.41NVDALow:MRP
0.78MRPDetails
Price/Sales
15.54
High:ARM
34.13ARMLow:ITUB
1.4ITUBDetails
Price/CF
41.54
High:TSLA
107.92TSLALow:MRP
1.35MRPDetails
Price/FCF
66.69
High:MAIN
664.56MAINLow:MRP
1.97MRPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.58% | Feb 2025 | May 2025 | 3 |
-8.57% | Jun 2022 | Nov 2022 | 5 |
-7.45% | Feb 2026 | - | 3 |
-5.4% | Aug 2023 | Nov 2023 | 3 |
-3.12% | Apr 2024 | May 2024 | 1 |
-2.64% | Dec 2022 | Jan 2023 | 1 |
-2.46% | May 2023 | Jun 2023 | 1 |
-2.12% | Nov 2025 | Jan 2026 | 2 |
-1.67% | Dec 2024 | Jan 2025 | 1 |
-1.53% | Feb 2023 | Mar 2023 | 1 |
-0.46% | Oct 2024 | Nov 2024 | 1 |