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-1.32%
This Month
+31.05%
Year To Date
+48.04%
2 Years
-70.12%
5 Years
-70.12%
10 Years
-26.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading100%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.07%
- 🇺🇸 Nasdaq22.53%
- 🇫🇷 Euronext Paris9.46%
- 🇩🇪 Xetra ETFs8.31%
- 🇬🇧 LSE7.01%
- 🇮🇹 Borsa Italiana6.63%
- 🇭🇰 Hong Kong Exchanges4.76%
- 🌍 Digital Currency3.12%
- 🇳🇱 Euronext Amsterdam2.87%
- 🇸🇪 Stockholm Stock Exchange1.87%
- 🇨🇭 SIX1.43%
- 🇳🇴 Oslo Stock Exchange1.36%
- 🇩🇪 FRA1.21%
- 🇩🇰 Copenhagen Stock Exchange0.93%
- 🇪🇸 Bolsa De Madrid0.81%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.05%
- 🇫🇷 France9.46%
- 🇮🇹 Italy8.23%
- 🇬🇧 United Kingdom7.97%
- 🇨🇳 China4.76%
- 🇳🇱 Netherlands2.87%
- 🇫🇮 Finland1.87%
- 🇧🇷 Brazil1.68%
- 🇨🇭 Switzerland1.5%
- 🇳🇴 Norway1.36%
- 🇹🇼 Taiwan1.22%
- 🇩🇪 Germany1.21%
- 🇩🇰 Denmark0.93%
- 🇭🇰 Hong Kong0.9%
- 🇪🇸 Spain0.81%
- 🇨🇦 Canada0.55%
- 🇯🇵 Japan0.43%
- 🇰🇷 South Korea0.3%
- 🇮🇳 India0.21%
Dividends
Dividend Yield
2.27%
5 out of 7 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (5.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 1.3% | 5.66% | - |
 Utilities | 0.37% | 3.27% | - |
 TheBigBanks | 0.25% | 3.26% | - |
 robchamow | 0.2% | 0.47% | - |
 CCalle | 0.13% | 1.53% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DUK (Utilities) | Ex-Dividend | Nov 14, 2025 | $1.06 |
 CNP (Utilities) | Ex-Dividend | Nov 20, 2025 | $0.22 |
 NI (Utilities) | Pay Day | Nov 20, 2025 | $0.28 |
 MSFT (robchamow) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 RY (TheBigBanks) | Pay Day | Nov 24, 2025 | $1.11 |
 C (TheBigBanks) | Pay Day | Nov 26, 2025 | $0.60 |
 BMO (TheBigBanks) | Pay Day | Nov 26, 2025 | $1.18 |
 FE (Utilities) | Pay Day | Dec 1, 2025 | $0.44 |
 MC.PA (CCalle) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 GS (TheBigBanks) | Ex-Dividend | Dec 2, 2025 | $4.00 |
MC.PA (CCalle) | Pay Day | Dec 4, 2025 | $6.47 |
 AEE (Utilities) | Ex-Dividend | Dec 9, 2025 | $0.71 |
CNP (Utilities) | Pay Day | Dec 11, 2025 | $0.22 |
MSFT (robchamow) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (robchamow) | Ex-Dividend | Dec 11, 2025 | $0.84 |
DUK (Utilities) | Pay Day | Dec 16, 2025 | $1.06 |
GS (TheBigBanks) | Pay Day | Dec 30, 2025 | $4.00 |
AEE (Utilities) | Pay Day | Dec 31, 2025 | $0.71 |
TSM (robchamow) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 2.3/10
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.87
-0.87
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.87
-0.87
-1
1
2
3
3
Jensen's Alpha
-28.24
-28.24
-29
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-3.65
-3.65
-4
0.75
1.25
2
2
Information Ratio
-1.13
-1.13
-2
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.87
-0.87
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.87
-0.87
-1
1
2
3
3
Jensen's Alpha
-28.24
-28.24
-29
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-3.65
-3.65
-4
0.75
1.25
2
2
Information Ratio
-1.13
-1.13
-2
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.4% | Feb 2022 | - | 46 |