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+9.65%
This Month
+5.84%
Year To Date
+35.45%
2 Years
+60.88%
5 Years
+338.48%
10 Years
+7.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous26.06%
- 👥 Copy Trading18.76%
- 🖥️ Technology Services17.61%
- 💰 Finance10.1%
- 🪨 Non Energy Minerals9.7%
- 🧬 Health Technology8.15%
- ⚡ Utilities5.2%
- 🛍️ Retail Trade4.27%
- 💵 Cash0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.66%
- 🇺🇸 NYSE39.45%
- 🇬🇧 LSE10.9%
- 🇩🇪 FRA3.46%
- 🇫🇷 Euronext Paris2.88%
- 🌍 Digital Currency0.38%
- 🇩🇰 Copenhagen Stock Exchange0.24%
- 🇫🇮 Helsinki Stock Exchange0.22%
- 🇺🇸 Chicago Board Options Exchange0.21%
- 🇨🇭 SIX0.19%
- 🇮🇹 Borsa Italiana0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.21%
- 🇬🇧 United Kingdom6.68%
- 🇩🇪 Germany3.46%
- 🇫🇷 France2.88%
- 🇹🇼 Taiwan0.49%
- 🇩🇰 Denmark0.24%
- 🇫🇮 Finland0.22%
- 🇮🇪 Ireland0.21%
- 🇰🇾 Cayman Islands0.2%
- 🇨🇭 Switzerland0.19%
- 🇮🇹 Italy0.11%
- 🇿🇦 South Africa0.1%
- 🇭🇰 Hong Kong0.09%
- 🇨🇦 Canada0.04%
Dividends
Dividend Yield
1.23%
11 out of 13 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $RIO (4%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MC.PA (triangulacapital) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 JPM | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA (triangulacapital) | Pay Day | Apr 30, 2026 | $8.60 |
 TD (CPHequities) | Pay Day | Apr 30, 2026 | $0.79 |
 AGX (CPHequities) | Pay Day | Apr 30, 2026 | $0.50 |
 C (CPHequities) | Ex-Dividend | May 4, 2026 | $0.60 |
 WMT (CPHequities) | Ex-Dividend | May 8, 2026 | $0.25 |
 NUE | Pay Day | May 11, 2026 | $0.56 |
 PUK (CPHequities) | Pay Day | May 13, 2026 | $0.38 |
 BTRW.L (triangulacapital) | Pay Day | May 15, 2026 | $0.07 |
 CAT (CPHequities) | Pay Day | May 19, 2026 | $1.51 |
 MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (CPHequities) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (CPHequities) | Ex-Dividend | May 21, 2026 | $0.53 |
C (CPHequities) | Pay Day | May 22, 2026 | $0.60 |
 JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
JNJ (CPHequities) | Ex-Dividend | May 26, 2026 | $1.34 |
WMT (CPHequities) | Pay Day | May 26, 2026 | $0.25 |
 DEO (triangulacapital) | Pay Day | Jun 4, 2026 | $0.80 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (CPHequities) | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (CPHequities) | Pay Day | Jun 11, 2026 | $0.91 |
 ORA.PA (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.53 |
AMAT (CPHequities) | Pay Day | Jun 11, 2026 | $0.53 |
 TSM (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.95 |
ORA.PA (CPHequities) | Pay Day | Jun 15, 2026 | $0.53 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jul 7, 2026 | $3.28 |
GFC.PA (triangulacapital) | Pay Day | Jul 9, 2026 | $3.28 |
TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
Performance Metrics
Score 6.8/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
3.74
3.74
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
3.74
3.74
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.08
High:
AMZN
34.62AMZNLow:JPM
14.86JPMDetails
PEG Ratio
203.01
High:JPM
602.25JPMLow:JNJ
29.91JNJDetails
Price/Book
7.79
High:
V
15.67VLow:NUE
2.21NUEDetails
Price/Sales
7.54
High:V
14.66VLow:NUE
1.43NUEDetails
Price/CF
20.72
High:V
27.73VLow:
RIO
7.68RIODetails
Price/FCF
57.78
High:NUE
5,649.81NUELow:JPM
10.48JPMDetails
P/E Ratio
29.08
High:AMZN
34.62AMZNLow:JPM
14.86JPMDetails
PEG Ratio
203.01
High:JPM
602.25JPMLow:JNJ
29.91JNJDetails
Price/Book
7.79
High:V
15.67VLow:NUE
2.21NUEDetails
Price/Sales
7.54
High:V
14.66VLow:NUE
1.43NUEDetails
Price/CF
20.72
High:V
27.73VLow:RIO
7.68RIODetails
Price/FCF
57.78
High:NUE
5,649.81NUELow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.78% | Jan 2014 | Sep 2018 | 56 |
-21.57% | Jan 2022 | Dec 2023 | 23 |
-14.74% | Jan 2020 | Jul 2020 | 6 |
-11.55% | Oct 2018 | Jun 2019 | 8 |
-7.32% | Feb 2025 | Jul 2025 | 5 |
-6.2% | Feb 2026 | Apr 2026 | 2 |
-6.1% | Sep 2020 | Nov 2020 | 2 |
-5.79% | Sep 2021 | Oct 2021 | 1 |
-3.29% | Apr 2024 | May 2024 | 1 |
-2.68% | Nov 2021 | Dec 2021 | 1 |
-2.31% | Dec 2024 | Jan 2025 | 1 |
-2% | Oct 2024 | Nov 2024 | 1 |
-1.55% | Jan 2021 | Feb 2021 | 1 |