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-1.38%
This Month
-7.89%
Year To Date
+9.25%
2 Years
-26.1%
5 Years
-34.25%
10 Years
-8.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading95.73%
- 💻 Electronic Technology2.4%
- ⛏️ Energy Minerals1.59%
- 🛠️ Producer Manufacturing0.25%
- 📡 Communications0.02%
- 🧬 Health Technology0.02%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.39%
- 🇬🇧 LSE17.74%
- 🇫🇷 Euronext Paris14.01%
- 🇩🇪 FRA11.25%
- 🇳🇴 Oslo Stock Exchange6.14%
- 🇨🇭 SIX4.35%
- 🇵🇹 Euronext Lisbon1.8%
- 🇺🇸 Nasdaq0.21%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom27.27%
- 🇫🇷 France14.01%
- 🇩🇪 Germany11.25%
- 🇺🇸 United States9.9%
- 🇳🇴 Norway6.14%
- 🇨🇭 Switzerland4.35%
- 🇨🇦 Canada2.14%
- 🇵🇹 Portugal1.8%
Dividends
Dividend Yield
2.55%
5 out of 8 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (3.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 1.37% | 3.64% | - |
 thomaspj | 1.12% | 1.92% | - |
 XOM | 0.04% | 2.75% | $3.76 |
 RHM.DE | 0.02% | 0.81% | $5.7 |
 IRDM | 0% | 1.08% | $0.53 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
 BP.L (thomaspj) | Ex-Dividend | May 14, 2026 | $0.08 |
XOM | Ex-Dividend | May 15, 2026 | $1.03 |
 UL.US (triangulacapital) | Ex-Dividend | May 15, 2026 | $0.55 |
 C (thomaspj) | Pay Day | May 22, 2026 | $0.60 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
 GS (thomaspj) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
 BAC (thomaspj) | Ex-Dividend | Jun 5, 2026 | $0.28 |
XOM | Pay Day | Jun 10, 2026 | $1.03 |
 RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
UL.US (triangulacapital) | Pay Day | Jun 26, 2026 | $0.55 |
BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
Performance Metrics
Score 2.4/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
-0.41
-0.41
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.51
-0.51
-1
1
2
3
3
Jensen's Alpha
-15.17
-15.17
-16
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
-0.88
-0.88
-1
0.75
1.25
2
2
Information Ratio
-1.03
-1.03
-2
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
-0.41
-0.41
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.51
-0.51
-1
1
2
3
3
Jensen's Alpha
-15.17
-15.17
-16
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
-0.88
-0.88
-1
0.75
1.25
2
2
Information Ratio
-1.03
-1.03
-2
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.53
High:RHM.DE
94.36RHM.DELow:
BLDP
-14.3BLDPDetails
PEG Ratio
-19.85
High:BLDP
-19.85BLDPLow:BLDP
-19.85BLDPDetails
Price/Book
2.79
High:RHM.DE
13.2RHM.DELow:
GOSS
-0.64GOSSDetails
Price/Sales
2.15
High:
SMR
136.79SMRLow:GOSS
1.57GOSSDetails
Price/CF
16.34
High:RHM.DE
31.84RHM.DELow:IRDM
7.2IRDMDetails
Price/FCF
240.26
High:XOM
456.41XOMLow:IRDM
12.25IRDMDetails
P/E Ratio
28.53
High:RHM.DE
94.36RHM.DELow:BLDP
-14.3BLDPDetails
PEG Ratio
-19.85
High:BLDP
-19.85BLDPLow:BLDP
-19.85BLDPDetails
Price/Book
2.79
High:RHM.DE
13.2RHM.DELow:GOSS
-0.64GOSSDetails
Price/Sales
2.15
High:SMR
136.79SMRLow:GOSS
1.57GOSSDetails
Price/CF
16.34
High:RHM.DE
31.84RHM.DELow:IRDM
7.2IRDMDetails
Price/FCF
240.26
High:XOM
456.41XOMLow:IRDM
12.25IRDMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.89% | Apr 2021 | - | 62 |