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+0.83%
Today
+0.02%
This Month
+4.07%
Year To Date
+82.38%
2 Years
+42.91%
5 Years
+9.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash52.01%
- 🪙 Cryptocurrencies14.88%
- 👥 Copy Trading13.05%
- 💻 Electronic Technology6%
- 💰 Finance5.25%
- 🛠️ Producer Manufacturing2.5%
- 🚗 Consumer Durables2.31%
- 🍞 Consumer Non Durables2.27%
- 🧬 Health Technology1.86%
- 🛍️ Retail Trade1.62%
- 🖥️ Technology Services1.13%
- 🚚 Transportation0.9%
- 💇♀️ Consumer Services0.3%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency15.21%
- 🇺🇸 NYSE11.24%
- 🇺🇸 Nasdaq10.53%
- 🇫🇷 Euronext Paris7.91%
- 🇩🇪 FRA3.14%
- 🇬🇧 LSE0.83%
- 🇩🇰 Copenhagen Stock Exchange0.71%
- 🇳🇱 Euronext Amsterdam0.66%
- 🇮🇹 Borsa Italiana0.48%
- 🇸🇪 Stockholm Stock Exchange0.38%
- 🇪🇸 Bolsa De Madrid0.21%
- 🇺🇸 Chicago Board Options Exchange0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.01%
- 🇫🇷 France7.08%
- 🇩🇪 Germany3.14%
- 🇬🇧 United Kingdom2.09%
- 🇨🇭 Switzerland2.07%
- 🇳🇱 Netherlands1.49%
- 🇬🇷 Greece0.9%
- 🇩🇰 Denmark0.71%
- 🇮🇹 Italy0.48%
- 🇫🇮 Finland0.38%
- 🇧🇷 Brazil0.31%
- 🇹🇼 Taiwan0.3%
- 🇪🇸 Spain0.21%
- 🇮🇪 Ireland0.11%
- 🇰🇾 Cayman Islands0.05%
- 🇨🇳 China0.04%
Dividends
Dividend Yield
0.63%
17 out of 24 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $FDJU.PA (6.45%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.23% | 4.44% | - |
 LI.PA | 0.08% | 5.54% | $1.8 |
 KER.PA | 0.05% | 3.46% | $14 |
 CPHequities | 0.04% | 0.69% | - |
 DAC | 0.04% | 3.9% | $3.15 |
 EL.PA | 0.03% | 1.59% | $3.95 |
 CB | 0.03% | 1.26% | $3.49 |
 KGX.DE | 0.03% | 1.86% | $0.7 |
 MC.PA | 0.02% | 2.76% | $13 |
 thomaspj | 0.02% | 0.82% | - |
 FDJU.PA | 0.02% | 6.45% | $1.78 |
 CAT | 0.02% | 1.6% | $5.31 |
 LEN | 0.02% | 1.84% | $1.75 |
 AIR.PA | 0.01% | 1.21% | $1.8 |
 MSFT | 0.01% | 0.69% | $3 |
 NVDA | 0% | 0.03% | $0.02 |
 AMG | 0% | 0.02% | $0.04 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (CPHequities) | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (CPHequities) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (thomaspj) | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
MSFT (CPHequities) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (CPHequities) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (thomaspj) | Pay Day | Jun 12, 2025 | $0.83 |
CB | Ex-Dividend | Jun 13, 2025 | $0.97 |
 AU (CPHequities) | Pay Day | Jun 13, 2025 | $0.12 |
GOOG (CPHequities) | Pay Day | Jun 16, 2025 | $0.21 |
 META (CPHequities) | Ex-Dividend | Jun 16, 2025 | $0.52 |
META (thomaspj) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
 AVGO (CPHequities) | Ex-Dividend | Jun 20, 2025 | $0.59 |
 LDO.MI (CPHequities) | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI (CPHequities) | Pay Day | Jun 25, 2025 | $0.56 |
META (CPHequities) | Pay Day | Jun 26, 2025 | $0.52 |
META (thomaspj) | Pay Day | Jun 26, 2025 | $0.52 |
 GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
AVGO (CPHequities) | Pay Day | Jun 30, 2025 | $0.59 |
 MCK (CPHequities) | Pay Day | Jul 1, 2025 | $0.71 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
CB | Pay Day | Jul 3, 2025 | $0.97 |
NVDA (CPHequities) | Pay Day | Jul 3, 2025 | $0.01 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (thomaspj) | Pay Day | Jul 3, 2025 | $0.01 |
LI.PA | Ex-Dividend | Jul 8, 2025 | $0.96 |
LI.PA | Pay Day | Jul 10, 2025 | $0.96 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 4.2/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
0.03
0.03
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
0.03
0.03
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.09
High:
TSLA
156.57TSLALow:
DAC
3.52DACDetails
PEG Ratio
497.51
High:
EL.PA
2,758.54EL.PALow:
LI.PA
1.86LI.PADetails
Price/Book
15.54
High:
NVDA
40.72NVDALow:DAC
0.46DACDetails
Price/Sales
12.99
High:NVDA
23.2NVDALow:
KGX.DE
0.5KGX.DEDetails
Price/CF
29.5
High:TSLA
54.2TSLALow:DAC
2.51DACDetails
Price/FCF
41.65
High:TSLA
134.59TSLALow:
AMG
5.74AMGDetails
P/E Ratio
42.09
High:TSLA
156.57TSLALow:DAC
3.52DACDetails
PEG Ratio
497.51
High:EL.PA
2,758.54EL.PALow:LI.PA
1.86LI.PADetails
Price/Book
15.54
High:NVDA
40.72NVDALow:DAC
0.46DACDetails
Price/Sales
12.99
High:NVDA
23.2NVDALow:KGX.DE
0.5KGX.DEDetails
Price/CF
29.5
High:TSLA
54.2TSLALow:DAC
2.51DACDetails
Price/FCF
41.65
High:TSLA
134.59TSLALow: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 |
-0.8% | Jun 2025 | - | 1 |