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+0.01%
Today
+0.58%
This Month
-0.52%
Year To Date
+46.58%
2 Years
+22.67%
5 Years
+6.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash2.44%
- 🧬 Health Technology0.13%
- 💰 Finance0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇫🇷 Euronext Paris2.64%
- 🇳🇱 Euronext Amsterdam1.67%
- 🇮🇹 Borsa Italiana1.64%
- 🇸🇪 Stockholm Stock Exchange1.6%
- 🇩🇰 Copenhagen Stock Exchange1.04%
- 🇺🇸 OTC Markets Stock Exchange0.13%
- 🇭🇰 Hong Kong Exchanges-0.11%
- 🇺🇸 Nasdaq-0.84%
- 🇳🇴 Oslo Stock Exchange-1.24%
- 🇺🇸 NYSE-3.88%
- 🇬🇧 LSE-10.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.64%
- 🇫🇷 France2.64%
- 🇳🇱 Netherlands1.81%
- 🇮🇹 Italy1.64%
- 🇫🇮 Finland1.09%
- 🇩🇰 Denmark1.04%
- 🇸🇪 Sweden0.52%
- 🇮🇪 Ireland0.18%
- 🇨🇭 Switzerland0.13%
- 🇹🇼 Taiwan0.09%
- 🇨🇳 China0.06%
- 🇯🇵 Japan-0.05%
- 🇸🇬 Singapore-0.1%
- 🇳🇴 Norway-1.24%
- 🇬🇧 United Kingdom-2.65%
- 🇧🇷 Brazil-3.82%
- 🇨🇴 Colombia-4%
- 🇮🇱 Israel-7.49%
Dividends
Dividend Yield
-0.88%
6 out of 6 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: AmitKup (5.45%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JOYY (InTheGame) | Pay Day | Apr 30, 2025 | $0.93 |
 INGA.NV (triangulacapital) | Pay Day | May 2, 2025 | $0.74 |
 ASML (BigTech) | Pay Day | May 6, 2025 | $1.92 |
 AALB.NV (triangulacapital) | Pay Day | May 8, 2025 | $1.21 |
 EVO.ST (triangulacapital) | Ex-Dividend | May 12, 2025 | $3.06 |
 PUK (triangulacapital) | Pay Day | May 14, 2025 | $0.33 |
 MSFT (BigTech) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (InTheGame) | Ex-Dividend | May 15, 2025 | $0.83 |
 0700.HK (InTheGame) | Ex-Dividend | May 16, 2025 | $0.58 |
 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 |
 AMAT (BigTech) | Ex-Dividend | May 22, 2025 | $0.46 |
 RF.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $3.01 |
 TEP.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $4.40 |
RF.PA (triangulacapital) | Pay Day | May 28, 2025 | $3.01 |
TEP.PA (triangulacapital) | Pay Day | May 28, 2025 | $4.40 |
0700.HK (InTheGame) | Pay Day | May 30, 2025 | $0.58 |
 QCOM (BigTech) | Ex-Dividend | Jun 5, 2025 | $0.89 |
QCOM (InTheGame) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 GOOGL (BigTech) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (InTheGame) | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT (BigTech) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Jun 12, 2025 | $0.46 |
 TSM (BigTech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (InTheGame) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (InTheGame) | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOGL (BigTech) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (InTheGame) | Pay Day | Jun 16, 2025 | $0.21 |
QCOM (BigTech) | Pay Day | Jun 26, 2025 | $0.89 |
QCOM (InTheGame) | Pay Day | Jun 26, 2025 | $0.89 |
 PLUS.L (AmitKup) | Pay Day | Jul 9, 2025 | $0.40 |
TSM (BigTech) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (InTheGame) | Pay Day | Jul 10, 2025 | $0.68 |
 ENEL.MI (triangulacapital) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (triangulacapital) | Pay Day | Jul 23, 2025 | $0.28 |
Performance Metrics
Score 4.4/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
1.5
1.5
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
1.5
1.5
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
15.9
High:
ITUB
9.63ITUBLow:
SDZNY
-24,500SDZNYDetails
PEG Ratio
63.43
High:ITUB
63.43ITUBLow:ITUB
63.43ITUBDetails
Price/Book
2.22
High:SDZNY
2.33SDZNYLow:ITUB
2.15ITUBDetails
Price/Sales
1.37
High:SDZNY
1.83SDZNYLow:ITUB
1.18ITUBDetails
Price/CF
2.75
High:ITUB
2.75ITUBLow:ITUB
2.75ITUBDetails
Price/FCF
3.54
High:ITUB
3.54ITUBLow:ITUB
3.54ITUBDetails
P/E Ratio
15.9
High:ITUB
9.63ITUBLow:SDZNY
-24,500SDZNYDetails
PEG Ratio
63.43
High:ITUB
63.43ITUBLow:ITUB
63.43ITUBDetails
Price/Book
2.22
High:SDZNY
2.33SDZNYLow:ITUB
2.15ITUBDetails
Price/Sales
1.37
High:SDZNY
1.83SDZNYLow:ITUB
1.18ITUBDetails
Price/CF
2.75
High:ITUB
2.75ITUBLow:ITUB
2.75ITUBDetails
Price/FCF
3.54
High:ITUB
3.54ITUBLow:ITUB
3.54ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.11% | Feb 2022 | Mar 2024 | 25 |
-5.16% | Feb 2025 | - | 3 |
-1.62% | Jul 2024 | Sep 2024 | 2 |
-1.1% | Oct 2024 | Nov 2024 | 1 |
-0.27% | Dec 2024 | Jan 2025 | 1 |