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-0.69%
Today
+0.29%
This Month
+6.36%
Year To Date
+24.15%
2 Years
+30.17%
5 Years
+5.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade29.98%
- 🖥️ Technology Services12.05%
- 💵 Cash10.56%
- 💰 Finance9.84%
- 👥 Copy Trading9.45%
- 💇♀️ Consumer Services7.5%
- 📦 Distribution Services4.45%
- 📊 ETFs4.24%
- 🏭 Industrial Services3.82%
- 🛠️ Producer Manufacturing3.34%
- 💻 Electronic Technology2.66%
- 🧬 Health Technology2.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.43%
- 🇺🇸 Nasdaq31.64%
- 🇫🇷 Euronext Paris2.13%
- 🇳🇱 Euronext Amsterdam1.23%
- 🇩🇰 Copenhagen Stock Exchange0.73%
- 🇸🇪 Stockholm Stock Exchange0.72%
- 🇮🇹 Borsa Italiana0.66%
- 🇬🇧 LSE0.58%
- 🇪🇸 Bolsa De Madrid0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.68%
- 🇮🇱 Israel4.36%
- 🇬🇧 United Kingdom2.78%
- 🇫🇷 France2.13%
- 🇩🇰 Denmark1.68%
- 🇳🇱 Netherlands1.23%
- 🇫🇮 Finland0.72%
- 🇮🇹 Italy0.66%
- 🇧🇷 Brazil0.65%
- 🇪🇸 Spain0.4%
Dividends
Dividend Yield
0.98%
16 out of 20 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.42% | 4.46% | - |
 PGR | 0.17% | 1.75% | $1.15 |
 TQQQ | 0.08% | 1.79% | - |
 WMT | 0.05% | 0.96% | $0.81 |
 CTAS | 0.05% | 0.69% | $5.4 |
 HUBB | 0.04% | 1.33% | $4.78 |
 COST | 0.04% | 0.47% | $19.22 |
 PH | 0.03% | 1% | $6.07 |
 GWW | 0.02% | 0.78% | $7.63 |
 MUSA | 0.02% | 0.46% | $1.66 |
 HD | 0.02% | 2.46% | $8.52 |
 NVO | 0.02% | 1.63% | $0.98 |
 LLY | 0.01% | 0.74% | $4.86 |
 MCK | 0.01% | 0.4% | $2.48 |
 PWR | 0% | 0.11% | $0.35 |
 ITUB | 0% | -4.8% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LLY | Pay Day | Jun 10, 2025 | $1.50 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
CTAS | Pay Day | Jun 13, 2025 | $0.39 |
HUBB | Pay Day | Jun 16, 2025 | $1.32 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
MCK | Pay Day | Jul 1, 2025 | $0.71 |
PWR | Ex-Dividend | Jul 1, 2025 | $0.10 |
PWR | Pay Day | Jul 11, 2025 | $0.10 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 3/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-7.41
-7.41
-8
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.91
-0.91
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-7.41
-7.41
-8
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.91
-0.91
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.98
High:
FICO
75.59FICOLow:
ITUB
9.29ITUBDetails
PEG Ratio
425.25
High:
AZO
1,263.94AZOLow:
PGR
36.73PGRDetails
Price/Book
12.43
High:
HD
46.58HDLow:
ORLY
-57.5ORLYDetails
Price/Sales
1.72
High:FICO
23.54FICOLow:
MCK
0.25MCKDetails
Price/CF
22.82
High:
LLY
79.83LLYLow:ITUB
2.38ITUBDetails
Price/FCF
48.61
High:LLY
631.92LLYLow:ITUB
2.95ITUBDetails
P/E Ratio
38.98
High:FICO
75.59FICOLow:ITUB
9.29ITUBDetails
PEG Ratio
425.25
High:AZO
1,263.94AZOLow:PGR
36.73PGRDetails
Price/Book
12.43
High:HD
46.58HDLow:ORLY
-57.5ORLYDetails
Price/Sales
1.72
High:FICO
23.54FICOLow:MCK
0.25MCKDetails
Price/CF
22.82
High:LLY
79.83LLYLow:ITUB
2.38ITUBDetails
Price/FCF
48.61
High:LLY
631.92LLYLow:ITUB
2.95ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.42% | Jan 2022 | - | 42 |
-6.21% | Sep 2021 | Oct 2021 | 1 |
-3.26% | May 2021 | Jun 2021 | 1 |
-2.48% | Sep 2020 | Nov 2020 | 2 |
-0.4% | Jul 2021 | Aug 2021 | 1 |
-0.21% | Feb 2021 | Mar 2021 | 1 |
-0.09% | Nov 2021 | Dec 2021 | 1 |