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0%
This Month
+10.55%
Year To Date
+16.55%
2 Years
+30.52%
5 Years
+31.12%
10 Years
+5.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash55.29%
- 🪙 Cryptocurrencies12.34%
- 👥 Copy Trading11.09%
- ⚡ Utilities8.88%
- 💻 Electronic Technology3.87%
- 🛠️ Producer Manufacturing3.73%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency12.34%
- 🇪🇸 Bolsa De Madrid8.88%
- 🇺🇸 Nasdaq4.85%
- 🇫🇮 Helsinki Stock Exchange3.73%
- 🇫🇷 Euronext Paris3.45%
- 🇬🇧 LSE1.39%
- 🇺🇸 NYSE1.28%
- 🇭🇰 Hong Kong Exchanges1.23%
- 🇩🇪 FRA0.98%
- 🇳🇱 Euronext Amsterdam0.83%
- 🇵🇹 Euronext Lisbon0.73%
Countries Breakdown
- Country
- Total
- 🇪🇸 Spain8.88%
- 🇨🇭 Switzerland4.48%
- 🇫🇮 Finland3.73%
- 🇫🇷 France3.45%
- 🇬🇧 United Kingdom2.56%
- 🇩🇪 Germany0.98%
- 🇭🇰 Hong Kong0.93%
- 🇳🇱 Netherlands0.83%
- 🇵🇹 Portugal0.73%
- 🇨🇳 China0.51%
- 🇧🇷 Brazil0.27%
Dividends
Dividend Yield
0.29%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (3.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.36% | 3.29% | - |
 KNEBV.HE | 0.12% | 3.26% | $1.75 |
 LOGI | 0.07% | 1.71% | $1.18 |
 ELE.MC | -0.26% | -2.93% | $-0.81 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GFC.PA (triangulacapital) | Ex-Dividend | Jan 7, 2027 | $3.28 |
ELE.MC | Ex-Dividend | Jan 8, 2027 | -$0.59 |
 RKT.L (triangulacapital) | Ex-Dividend | Feb 4, 2027 | $1.70 |
 AZN (triangulacapital) | Ex-Dividend | Feb 7, 2027 | $0.52 |
 BCS (triangulacapital) | Ex-Dividend | Feb 7, 2027 | $0.30 |
 NWG (triangulacapital) | Ex-Dividend | Feb 14, 2027 | $0.62 |
 PRU.L (triangulacapital) | Ex-Dividend | Feb 18, 2027 | $0.19 |
 INTR (triangulacapital) | Ex-Dividend | Feb 20, 2027 | $0.00 |
 1299.HK (triangulacapital) | Ex-Dividend | Mar 4, 2027 | $0.18 |
KNEBV.HE | Ex-Dividend | Mar 6, 2027 | $2.12 |
 UMG.NV (triangulacapital) | Ex-Dividend | Apr 5, 2027 | $0.32 |
 DG.PA (triangulacapital) | Ex-Dividend | Apr 13, 2027 | $4.66 |
 SAN.PA (triangulacapital) | Ex-Dividend | May 5, 2027 | $4.84 |
 JMT.LSB (triangulacapital) | Ex-Dividend | May 8, 2027 | $0.76 |
 0700.HK (triangulacapital) | Ex-Dividend | May 15, 2027 | $0.68 |
 TE.PA (triangulacapital) | Ex-Dividend | May 18, 2027 | $1.18 |
 RF.PA (triangulacapital) | Ex-Dividend | May 18, 2027 | $3.01 |
 VK.PA (triangulacapital) | Ex-Dividend | May 26, 2027 | $1.71 |
 LEG.DE (triangulacapital) | Ex-Dividend | May 28, 2027 | $3.38 |
 KGX.DE (triangulacapital) | Ex-Dividend | May 29, 2027 | $0.72 |
LOGI | Ex-Dividend | Sep 22, 2027 | $1.59 |
Performance Metrics
Score 3.1/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-4.35
-4.35
-5
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.37
0.37
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-4.35
-4.35
-5
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.37
0.37
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.72
High:KNEBV.HE
29.01KNEBV.HELow:LOGI
17.23LOGIDetails
PEG Ratio
2.39
High:KNEBV.HE
8.32KNEBV.HELow:ELE.MC
0.66ELE.MCDetails
Price/Book
6.13
High:KNEBV.HE
10.38KNEBV.HELow:ELE.MC
5.51ELE.MCDetails
Price/Sales
2.23
High:LOGI
2.77LOGILow:ELE.MC
2.12ELE.MCDetails
Price/CF
10.86
High:KNEBV.HE
19.42KNEBV.HELow:ELE.MC
9.49ELE.MCDetails
Price/FCF
36.64
High:KNEBV.HE
94.31KNEBV.HELow:LOGI
19.81LOGIDetails
P/E Ratio
18.72
High:KNEBV.HE
29.01KNEBV.HELow:LOGI
17.23LOGIDetails
PEG Ratio
2.39
High:KNEBV.HE
8.32KNEBV.HELow:ELE.MC
0.66ELE.MCDetails
Price/Book
6.13
High:KNEBV.HE
10.38KNEBV.HELow:ELE.MC
5.51ELE.MCDetails
Price/Sales
2.23
High:LOGI
2.77LOGILow:ELE.MC
2.12ELE.MCDetails
Price/CF
10.86
High:KNEBV.HE
19.42KNEBV.HELow:ELE.MC
9.49ELE.MCDetails
Price/FCF
36.64
High:KNEBV.HE
94.31KNEBV.HELow:LOGI
19.81LOGIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.47% | Apr 2022 | Jun 2025 | 38 |
-4.07% | Jun 2026 | Sep 2026 | 3 |
-3.99% | Aug 2025 | Nov 2025 | 3 |
-3.7% | Feb 2022 | Mar 2022 | 1 |
-2.65% | Dec 2025 | Apr 2026 | 4 |