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-3.08%
This Month
-6.64%
Year To Date
+33.75%
2 Years
+65.9%
5 Years
+44.8%
10 Years
+8.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash36.84%
- 👥 Copy Trading20.62%
- 🪙 Cryptocurrencies12.58%
- 🖥️ Technology Services4.96%
- 🧬 Health Technology4.6%
- 💰 Finance4.14%
- 🧪 Process Industries3.42%
- 🚗 Consumer Durables2.75%
- 🛍️ Retail Trade2.01%
- 💼 Commercial Services1.87%
- 🚚 Transportation1.34%
- 🛠️ Producer Manufacturing1.33%
- 💻 Electronic Technology0.87%
- 🍞 Consumer Non Durables0.43%
- 💇♀️ Consumer Services0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE17.21%
- 🇫🇷 Euronext Paris15.62%
- 🌍 Digital Currency12.58%
- 🇺🇸 Nasdaq7.78%
- 🇩🇪 FRA3.52%
- 🇬🇧 LSE1.99%
- 🇮🇹 Borsa Italiana0.39%
- 🇨🇭 SIX0.36%
- 🇳🇴 Oslo Stock Exchange0.29%
- 🇳🇱 Euronext Amsterdam0.26%
- Tokyo Stock Exchange0.25%
- 🇩🇰 Copenhagen Stock Exchange0.25%
- 🇫🇮 Helsinki Stock Exchange0.15%
- Abu Dhabi0.09%
- 🇪🇸 Bolsa De Madrid0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.93%
- 🇫🇷 France12.58%
- 🇩🇪 Germany3.52%
- 🇬🇧 United Kingdom2.24%
- 🇧🇪 Belgium2.17%
- 🇨🇭 Switzerland1.85%
- 🇨🇦 Canada1.54%
- 🇬🇷 Greece1.34%
- 🇳🇱 Netherlands1.13%
- 🇧🇷 Brazil0.49%
- 🇮🇹 Italy0.39%
- 🇹🇼 Taiwan0.3%
- 🇳🇴 Norway0.29%
- 🇩🇰 Denmark0.25%
- 🇰🇾 Cayman Islands0.17%
- 🇫🇮 Finland0.15%
- 🇪🇸 Spain0.08%
Dividends
Dividend Yield
0.99%
19 out of 29 instruments pay dividend.
35 dividend payments in the next 30 days.
Highest Dividend: $FDJU.PA (9.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.22% | 4.05% | - |
 OilWorldWide | 0.13% | 2.5% | - |
 IPS.PA | 0.09% | 5.03% | $1.65 |
 CPHequities | 0.09% | 1.28% | - |
 SWK | 0.07% | 4.23% | $3.24 |
 ADP | 0.05% | 2.91% | $5.45 |
 OLN | 0.05% | 3.21% | $0.8 |
 thomaspj | 0.05% | 1.4% | - |
 AI.PA | 0.04% | 2.01% | $2.91 |
 LI.PA | 0.04% | 5.46% | $1.8 |
 DAC | 0.04% | 2.73% | $3.15 |
 NEX.PA | 0.02% | 1.85% | $2.3 |
 FDJU.PA | 0.02% | 9.27% | $1.78 |
 CB | 0.02% | 1.26% | $3.49 |
 EL.PA | 0.02% | 2.25% | $3.95 |
 NKE | 0.02% | 3.76% | $1.45 |
 AIR.PA | 0.02% | 1.79% | $1.8 |
 MSFT | 0.01% | 0.83% | $3 |
 AMG | 0% | 0.01% | $0.04 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LRCX (CPHequities) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 UFCS (CPHequities) | Pay Day | Jun 19, 2026 | $0.20 |
 NEM (CPHequities) | Pay Day | Jun 22, 2026 | $0.26 |
SWK | Pay Day | Jun 23, 2026 | $0.83 |
 VLO (OilWorldWide) | Pay Day | Jun 23, 2026 | $1.20 |
 HAL (OilWorldWide) | Pay Day | Jun 24, 2026 | $0.17 |
 SU (OilWorldWide) | Pay Day | Jun 25, 2026 | $0.44 |
 UL.US (triangulacapital) | Pay Day | Jun 26, 2026 | $0.55 |
 BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
 NVDA (thomaspj) | Pay Day | Jun 26, 2026 | $0.25 |
 BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
BP.L (OilWorldWide) | Pay Day | Jun 26, 2026 | $0.08 |
 SHEL (triangulacapital) | Pay Day | Jun 29, 2026 | $0.78 |
 GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL.L (thomaspj) | Pay Day | Jun 29, 2026 | $0.39 |
 WMB (OilWorldWide) | Pay Day | Jun 29, 2026 | $0.53 |
SHEL.L (OilWorldWide) | Pay Day | Jun 29, 2026 | $0.39 |
 NTR (triangulacapital) | Ex-Dividend | Jun 30, 2026 | $0.55 |
 ROST (CPHequities) | Pay Day | Jun 30, 2026 | $0.45 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (OilWorldWide) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 DVN (OilWorldWide) | Pay Day | Jun 30, 2026 | $0.32 |
 CVE (OilWorldWide) | Pay Day | Jun 30, 2026 | $0.16 |
 TRP (OilWorldWide) | Ex-Dividend | Jun 30, 2026 | $0.65 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
ADP | Pay Day | Jul 1, 2026 | $1.70 |
IPS.PA | Ex-Dividend | Jul 1, 2026 | $2.32 |
 CAH (CPHequities) | Ex-Dividend | Jul 1, 2026 | $0.52 |
 NJR (CPHequities) | Pay Day | Jul 1, 2026 | $0.47 |
CB | Pay Day | Jul 2, 2026 | $1.02 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
TTE.PA (OilWorldWide) | Pay Day | Jul 2, 2026 | $1.01 |
IPS.PA | Pay Day | Jul 3, 2026 | $2.32 |
LI.PA | Ex-Dividend | Jul 3, 2026 | $1.12 |
 GRI.L (triangulacapital) | Pay Day | Jul 3, 2026 | $0.04 |
 CSCO (CPHequities) | Ex-Dividend | Jul 6, 2026 | $0.42 |
 JPM (thomaspj) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 REP.MC (OilWorldWide) | Ex-Dividend | Jul 6, 2026 | $0.59 |
LI.PA | Pay Day | Jul 7, 2026 | $1.12 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jul 7, 2026 | $3.28 |
 BNS (CPHequities) | Ex-Dividend | Jul 7, 2026 | $0.82 |
LRCX (CPHequities) | Pay Day | Jul 8, 2026 | $0.26 |
REP.MC (OilWorldWide) | Pay Day | Jul 8, 2026 | $0.59 |
GFC.PA (triangulacapital) | Pay Day | Jul 9, 2026 | $3.28 |
 TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
 SLB (OilWorldWide) | Pay Day | Jul 9, 2026 | $0.29 |
 TD (CPHequities) | Ex-Dividend | Jul 10, 2026 | $0.81 |
CAH (CPHequities) | Pay Day | Jul 15, 2026 | $0.52 |
 OXY (OilWorldWide) | Pay Day | Jul 15, 2026 | $0.26 |
NTR (triangulacapital) | Pay Day | Jul 17, 2026 | $0.55 |
 EOG (OilWorldWide) | Ex-Dividend | Jul 17, 2026 | $1.02 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
CSCO (CPHequities) | Pay Day | Jul 22, 2026 | $0.42 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
BNS (CPHequities) | Pay Day | Jul 29, 2026 | $0.82 |
TD (CPHequities) | Pay Day | Jul 31, 2026 | $0.81 |
JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
EOG (OilWorldWide) | Pay Day | Jul 31, 2026 | $1.02 |
TRP (OilWorldWide) | Pay Day | Jul 31, 2026 | $0.65 |
 EQNR.OL (thomaspj) | Ex-Dividend | Aug 13, 2026 | $0.39 |
EQNR.OL (OilWorldWide) | Ex-Dividend | Aug 13, 2026 | $0.39 |
EQNR.OL (thomaspj) | Pay Day | Aug 27, 2026 | $0.39 |
EQNR.OL (OilWorldWide) | Pay Day | Aug 27, 2026 | $0.39 |
Performance Metrics
Score 3.5/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-2.77
-2.77
-3
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-2.77
-2.77
-3
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.04
High:
TSLA
382.29TSLALow:OLN
-22.24OLNDetails
PEG Ratio
240.95
High:SWK
940.95SWKLow:
POXEL.PA
-2.49POXEL.PADetails
Price/Book
7.09
High:
ADOC.PA
54.1ADOC.PALow:
ALWIN.PA
-1.67ALWIN.PADetails
Price/Sales
6.83
High:ADOC.PA
52.16ADOC.PALow:
ALSEN.PA
-ALSEN.PADetails
Price/CF
19.71
High:TSLA
79.58TSLALow:DAC
3.06DACDetails
Price/FCF
55.44
High:NKE
947.69NKELow:
ALCLS.PA
5.17ALCLS.PADetails
P/E Ratio
33.04
High:TSLA
382.29TSLALow:OLN
-22.24OLNDetails
PEG Ratio
240.95
High:SWK
940.95SWKLow:POXEL.PA
-2.49POXEL.PADetails
Price/Book
7.09
High:ADOC.PA
54.1ADOC.PALow:ALWIN.PA
-1.67ALWIN.PADetails
Price/Sales
6.83
High:ADOC.PA
52.16ADOC.PALow:ALSEN.PA
-ALSEN.PADetails
Price/CF
19.71
High:TSLA
79.58TSLALow:DAC
3.06DACDetails
Price/FCF
55.44
High:NKE
947.69NKELow:ALCLS.PA
5.17ALCLS.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.19% | Nov 2021 | Feb 2024 | 27 |
-12.93% | May 2021 | Aug 2021 | 3 |
-10.36% | Oct 2025 | - | 9 |
-9.38% | Apr 2024 | Nov 2024 | 7 |
-6.55% | Dec 2024 | May 2025 | 5 |
-3.73% | Sep 2021 | Oct 2021 | 1 |