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-2.38%
This Month
+11.09%
Year To Date
+34.28%
2 Years
+62.77%
5 Years
+362.29%
10 Years
+8.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous28.08%
- 👥 Copy Trading19.09%
- 🖥️ Technology Services15.57%
- 🪨 Non Energy Minerals10.82%
- 💰 Finance9.81%
- 🧬 Health Technology7.75%
- ⚡ Utilities4.64%
- 🛍️ Retail Trade4.01%
- 💵 Cash0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.37%
- 🇺🇸 NYSE39.69%
- 🇬🇧 LSE11.8%
- 🇩🇪 FRA2.26%
- 🇫🇷 Euronext Paris2.04%
- 🇨🇭 SIX0.6%
- 🇵🇹 Euronext Lisbon0.44%
- 🇺🇸 Chicago Board Options Exchange0.36%
- 🇭🇰 Hong Kong Exchanges0.31%
- 🇩🇰 Copenhagen Stock Exchange0.29%
- 🇫🇮 Helsinki Stock Exchange0.24%
- 🇮🇹 Borsa Italiana0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.92%
- 🇬🇧 United Kingdom6.88%
- 🇩🇪 Germany2.26%
- 🇫🇷 France2.04%
- 🇨🇦 Canada0.91%
- 🇨🇭 Switzerland0.6%
- 🇧🇷 Brazil0.57%
- 🇵🇹 Portugal0.44%
- 🇹🇼 Taiwan0.44%
- 🇨🇳 China0.31%
- 🇩🇰 Denmark0.29%
- 🇫🇮 Finland0.24%
- 🇰🇾 Cayman Islands0.21%
- 🇮🇹 Italy0.19%
Dividends
Dividend Yield
1.19%
11 out of 13 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $RIO (3.79%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (CPHequities) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 JNJ | Pay Day | Jun 9, 2026 | $1.34 |
 ROST (CPHequities) | Ex-Dividend | Jun 9, 2026 | $0.45 |
 RPRX (CPHequities) | Pay Day | Jun 10, 2026 | $0.23 |
 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 |
 TSM (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
 NEE | Pay Day | Jun 15, 2026 | $0.62 |
GOOG (CPHequities) | Pay Day | Jun 15, 2026 | $0.22 |
ORA.PA (CPHequities) | Pay Day | Jun 15, 2026 | $0.53 |
 ADI.US (CPHequities) | Pay Day | Jun 16, 2026 | $1.10 |
 LRCX (CPHequities) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 NEM (CPHequities) | Pay Day | Jun 22, 2026 | $0.26 |
 UL.US (triangulacapital) | Pay Day | Jun 26, 2026 | $0.55 |
 SHEL (triangulacapital) | Pay Day | Jun 29, 2026 | $0.78 |
 NTR (triangulacapital) | Ex-Dividend | Jun 30, 2026 | $0.55 |
ROST (CPHequities) | Pay Day | Jun 30, 2026 | $0.45 |
 VTR (CPHequities) | Ex-Dividend | Jun 30, 2026 | $0.52 |
 GRI.L (triangulacapital) | Pay Day | Jul 3, 2026 | $0.04 |
 JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
 CSCO (CPHequities) | Ex-Dividend | Jul 6, 2026 | $0.42 |
LRCX (CPHequities) | Pay Day | Jul 8, 2026 | $0.26 |
TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
 TD (CPHequities) | Ex-Dividend | Jul 10, 2026 | $0.81 |
VTR (CPHequities) | Pay Day | Jul 16, 2026 | $0.52 |
NTR (triangulacapital) | Pay Day | Jul 17, 2026 | $0.55 |
 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 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
TD (CPHequities) | Pay Day | Jul 31, 2026 | $0.81 |
Performance Metrics
Score 7.1/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
4.24
4.24
-2
0
2
5
5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
4.24
4.24
-2
0
2
5
5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.78
High:
AMZN
30.33AMZNLow:JPM
14.89JPMDetails
PEG Ratio
131.8
High:JPM
603.47JPMLow:
NUE
32.6NUEDetails
Price/Book
7.49
High:
V
17.18VLow:JPM
2.42JPMDetails
Price/Sales
7.54
High:V
14.26VLow:NUE
1.76NUEDetails
Price/CF
17.08
High:JNJ
25.71JNJLow:JPM
5.39JPMDetails
Price/FCF
51.39
High:NEE
2,356.18NEELow:JPM
6.1JPMDetails
P/E Ratio
26.78
High:AMZN
30.33AMZNLow:JPM
14.89JPMDetails
PEG Ratio
131.8
High:JPM
603.47JPMLow:NUE
32.6NUEDetails
Price/Book
7.49
High:V
17.18VLow:JPM
2.42JPMDetails
Price/Sales
7.54
High:V
14.26VLow:NUE
1.76NUEDetails
Price/CF
17.08
High:JNJ
25.71JNJLow:JPM
5.39JPMDetails
Price/FCF
51.39
High:NEE
2,356.18NEELow:JPM
6.1JPMDetails
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 |
-2.38% | Jun 2026 | - | 1 |
-2.31% | Dec 2024 | Jan 2025 | 1 |
-2% | Oct 2024 | Nov 2024 | 1 |
-1.55% | Jan 2021 | Feb 2021 | 1 |