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-0.2%
Today
+6.84%
This Month
+12.97%
Year To Date
+90.13%
2 Years
+55.14%
5 Years
+12.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash53.07%
- 🪙 Cryptocurrencies19.54%
- 👥 Copy Trading12.13%
- 💻 Electronic Technology6.73%
- 💰 Finance4.89%
- 🛠️ Producer Manufacturing2.71%
- 🍞 Consumer Non Durables2.36%
- 🚗 Consumer Durables2.28%
- 🧬 Health Technology1.69%
- 🖥️ Technology Services1.12%
- 🚚 Transportation0.85%
- 💇♀️ Consumer Services0.25%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency19.88%
- 🇺🇸 Nasdaq11.44%
- 🇺🇸 NYSE10.75%
- 🇫🇷 Euronext Paris7.66%
- 🇩🇪 FRA1.65%
- 🇮🇹 Borsa Italiana0.73%
- 🇳🇱 Euronext Amsterdam0.62%
- 🇬🇧 LSE0.56%
- 🇸🇪 Stockholm Stock Exchange0.34%
- 🇨🇭 SIX0.32%
- 🇩🇰 Copenhagen Stock Exchange0.25%
- 🇺🇸 Chicago Board Options Exchange0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.8%
- 🇫🇷 France6.79%
- 🇨🇭 Switzerland2.08%
- 🇬🇧 United Kingdom1.72%
- 🇩🇪 Germany1.65%
- 🇳🇱 Netherlands1.48%
- 🇬🇷 Greece0.85%
- 🇮🇹 Italy0.73%
- 🇫🇮 Finland0.34%
- 🇹🇼 Taiwan0.32%
- 🇧🇷 Brazil0.3%
- 🇩🇰 Denmark0.25%
- 🇮🇪 Ireland0.1%
- 🇰🇾 Cayman Islands0.06%
- 🇿🇦 South Africa0.05%
- 🇨🇳 China0.04%
Dividends
Dividend Yield
0.59%
16 out of 22 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $FDJU.PA (6.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.22% | 4.68% | - |
 LI.PA | 0.08% | 5.66% | $1.8 |
 MC.PA | 0.07% | 2.79% | $13 |
 CPHequities | 0.04% | 0.77% | - |
 DAC | 0.03% | 3.75% | $3.15 |
 EL.PA | 0.03% | 1.63% | $3.95 |
 KGX.DE | 0.02% | 1.62% | $0.7 |
 CB | 0.02% | 1.35% | $3.49 |
 FDJU.PA | 0.02% | 6.84% | $1.78 |
 CAT | 0.02% | 1.4% | $5.31 |
 thomaspj | 0.02% | 0.62% | - |
 LEN | 0.01% | 1.83% | $1.75 |
 AIR.PA | 0.01% | 1.09% | $1.8 |
 MSFT | 0.01% | 0.65% | $3 |
 NVDA | 0% | 0.02% | $0.02 |
 AMG | 0% | 0.02% | $0.04 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 MA (CPHequities) | Pay Day | Aug 8, 2025 | $0.76 |
 LNG (CPHequities) | Ex-Dividend | Aug 8, 2025 | $0.50 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
LNG (CPHequities) | Pay Day | Aug 18, 2025 | $0.50 |
CAT | Pay Day | Aug 20, 2025 | $1.51 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (CPHequities) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (CPHequities) | Ex-Dividend | Sep 16, 2025 | $0.82 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
TSM (CPHequities) | Pay Day | Oct 9, 2025 | $0.82 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3.9/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-0.73
-0.73
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-0.73
-0.73
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
49.27
High:
TSLA
180.65TSLALow:
DAC
3.66DACDetails
PEG Ratio
521.18
High:
EL.PA
2,735.77EL.PALow:
LI.PA
1.82LI.PADetails
Price/Book
18.35
High:
NVDA
49.85NVDALow:DAC
0.47DACDetails
Price/Sales
15.19
High:NVDA
28.4NVDALow:
KGX.DE
0.59KGX.DEDetails
Price/CF
30.4
High:TSLA
54.2TSLALow:DAC
2.51DACDetails
Price/FCF
41.85
High:
LEN
315.87LENLow:
AMG
5.74AMGDetails
P/E Ratio
49.27
High:TSLA
180.65TSLALow:DAC
3.66DACDetails
PEG Ratio
521.18
High:EL.PA
2,735.77EL.PALow:LI.PA
1.82LI.PADetails
Price/Book
18.35
High:NVDA
49.85NVDALow:DAC
0.47DACDetails
Price/Sales
15.19
High:NVDA
28.4NVDALow:KGX.DE
0.59KGX.DEDetails
Price/CF
30.4
High:TSLA
54.2TSLALow:DAC
2.51DACDetails
Price/FCF
41.85
High:LEN
315.87LENLow:AMG
5.74AMGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.19% | Nov 2021 | Feb 2024 | 27 |
-12.93% | May 2021 | Aug 2021 | 3 |
-9.38% | Apr 2024 | Nov 2024 | 7 |
-6.55% | Dec 2024 | May 2025 | 5 |
-3.73% | Sep 2021 | Oct 2021 | 1 |