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0%
Today
+0.47%
This Month
-0.64%
Year To Date
+20.36%
2 Years
+21.61%
5 Years
+4.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade31.63%
- 💵 Cash14.3%
- 👥 Copy Trading9.08%
- 💰 Finance9.02%
- 💇♀️ Consumer Services8.21%
- 🖥️ Technology Services6.76%
- 📊 ETFs5.02%
- 📦 Distribution Services3.62%
- 💻 Electronic Technology3.15%
- 🛠️ Producer Manufacturing3.12%
- 🏭 Industrial Services3.06%
- 🧬 Health Technology2.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.14%
- 🇺🇸 Nasdaq29.01%
- 🇫🇷 Euronext Paris1.68%
- 🇳🇱 Euronext Amsterdam1.06%
- 🇮🇹 Borsa Italiana1.06%
- 🇸🇪 Stockholm Stock Exchange1.04%
- 🇩🇰 Copenhagen Stock Exchange0.66%
- 🇬🇧 LSE0.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.26%
- 🇬🇧 United Kingdom3.01%
- 🇫🇷 France1.68%
- 🇩🇰 Denmark1.47%
- 🇳🇱 Netherlands1.06%
- 🇮🇹 Italy1.06%
- 🇫🇮 Finland0.7%
- 🇧🇷 Brazil0.61%
- 🇸🇪 Sweden0.34%
Dividends
Dividend Yield
1.01%
19 out of 23 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $ITUB (5.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.42% | 4.65% | - |
 PGR | 0.15% | 1.85% | $1.15 |
 TQQQ | 0.07% | 1.72% | - |
 WMT | 0.07% | 1.01% | $0.81 |
 CTAS | 0.06% | 0.76% | $5.4 |
 HUBB | 0.05% | 1.5% | $4.78 |
 COST | 0.04% | 0.48% | $19.22 |
 PH | 0.03% | 1.16% | $6.07 |
 MUSA | 0.02% | 0.36% | $1.66 |
 GWW | 0.02% | 0.82% | $7.63 |
 HD | 0.02% | 2.55% | $8.52 |
 NVO | 0.02% | 2.03% | $0.98 |
 LLY | 0.01% | 0.64% | $4.86 |
 SPY | 0.01% | 1.28% | - |
 KLAC | 0.01% | 0.99% | $5.65 |
 MSFT | 0.01% | 0.88% | $3 |
 PWR | 0% | 0.14% | $0.35 |
 MCK | 0% | 0.39% | $2.48 |
 ITUB | 0% | 5.62% | $0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INGA.NV (triangulacapital) | Ex-Dividend | Apr 24, 2025 | $0.74 |
 HSBC (triangulacapital) | Pay Day | Apr 25, 2025 | $1.80 |
 NWG (triangulacapital) | Pay Day | Apr 28, 2025 | $0.39 |
COST | Ex-Dividend | May 2, 2025 | $1.30 |
INGA.NV (triangulacapital) | Pay Day | May 2, 2025 | $0.74 |
 AALB.NV (triangulacapital) | Pay Day | May 8, 2025 | $1.21 |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
 EVO.ST (triangulacapital) | Ex-Dividend | May 12, 2025 | $3.06 |
 PUK (triangulacapital) | Pay Day | May 14, 2025 | $0.33 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
CTAS | Ex-Dividend | May 15, 2025 | $0.39 |
COST | Pay Day | May 16, 2025 | $1.30 |
 NEXI.MI (triangulacapital) | Ex-Dividend | May 19, 2025 | $0.26 |
EVO.ST (triangulacapital) | Pay Day | May 20, 2025 | $3.06 |
NEXI.MI (triangulacapital) | Pay Day | May 21, 2025 | $0.26 |
 TEP.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $4.40 |
WMT | Pay Day | May 27, 2025 | $0.24 |
TEP.PA (triangulacapital) | Pay Day | May 28, 2025 | $4.40 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
CTAS | Pay Day | Jun 13, 2025 | $0.39 |
 ENEL.MI (triangulacapital) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (triangulacapital) | Pay Day | Jul 23, 2025 | $0.28 |
Performance Metrics
Score 2.7/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-8.15
-8.15
-9
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-1.02
-1.02
-2
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-8.15
-8.15
-9
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-1.02
-1.02
-2
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.98
High:
FICO
87.6FICOLow:
ITUB
8.78ITUBDetails
PEG Ratio
303.92
High:
HUBB
1,038.29HUBBLow:
PGR
34.55PGRDetails
Price/Book
8.68
High:
LLY
56.08LLYLow:
ORLY
-58.32ORLYDetails
Price/Sales
1.92
High:FICO
26.69FICOLow:
MCK
0.26MCKDetails
Price/CF
24.67
High:LLY
82.96LLYLow:ITUB
2.75ITUBDetails
Price/FCF
54.71
High:LLY
631.92LLYLow:ITUB
3.54ITUBDetails
P/E Ratio
32.98
High:FICO
87.6FICOLow:ITUB
8.78ITUBDetails
PEG Ratio
303.92
High:HUBB
1,038.29HUBBLow:PGR
34.55PGRDetails
Price/Book
8.68
High:LLY
56.08LLYLow:ORLY
-58.32ORLYDetails
Price/Sales
1.92
High:FICO
26.69FICOLow:MCK
0.26MCKDetails
Price/CF
24.67
High:LLY
82.96LLYLow:ITUB
2.75ITUBDetails
Price/FCF
54.71
High:LLY
631.92LLYLow:ITUB
3.54ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.42% | Jan 2022 | - | 40 |
-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 |