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-0.34%
This Month
+12.34%
Year To Date
+61.07%
2 Years
+58.97%
5 Years
+58.97%
10 Years
+22.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade21.02%
- 💻 Electronic Technology16.31%
- 👥 Copy Trading14%
- 🖥️ Technology Services12.56%
- 📈 Indexes9.53%
- 🪙 Cryptocurrencies8.52%
- 💰 Finance6.63%
- 📊 ETFs5.29%
- 🚗 Consumer Durables3.19%
- 🧩 Miscellaneous1.72%
- 🍞 Consumer Non Durables1.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.02%
- 🇺🇸 NYSE23.62%
- 🌍 CFD9.53%
- 🌍 Digital Currency8.52%
- 🇬🇧 LSE1.26%
- 🇺🇸 Chicago Board Options Exchange1.16%
- 🇫🇷 Euronext Paris1.05%
- 🇮🇹 Borsa Italiana0.58%
- 🇪🇸 Bolsa De Madrid0.27%
- 🇩🇪 FRA0.22%
- 🇸🇪 Stockholm Stock Exchange0.2%
- 🇳🇱 Euronext Amsterdam0.19%
- 🇨🇭 SIX0.16%
- 🇳🇴 Oslo Stock Exchange0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.86%
- 🇨🇳 China6.84%
- 🇬🇧 United Kingdom1.63%
- 🇫🇷 France1.05%
- 🇮🇹 Italy0.48%
- 🇳🇱 Netherlands0.33%
- 🇩🇪 Germany0.22%
- 🇫🇮 Finland0.2%
- 🇧🇷 Brazil0.16%
- 🇨🇭 Switzerland0.16%
- 🇳🇴 Norway0.15%
- 🇱🇺 Luxembourg0.15%
- 🇪🇸 Spain0.13%
- 🇹🇼 Taiwan0.11%
- 🇭🇰 Hong Kong0.09%
- 🇮🇪 Ireland0.03%
Dividends
Dividend Yield
0.51%
14 out of 27 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (5.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.14% | 5.63% | - |
 thomaspj | 0.06% | 0.77% | - |
 BAC | 0.06% | 1.96% | $0.96 |
 COST | 0.05% | 0.57% | $19.22 |
 BABA | 0.04% | 0.66% | $0.98 |
 KO | 0.04% | 2.89% | $1.89 |
 WMT | 0.03% | 0.81% | $0.81 |
 DayByDayEquities | 0.03% | 2.25% | - |
 META | 0.02% | 0.33% | $1 |
 ABCB | 0.01% | 1.03% | $0.6 |
 GOOG | 0.01% | 0.27% | $0.2 |
 AAPL | 0.01% | 0.37% | $0.97 |
 AI-Revolution | 0.01% | 0.22% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
 TTE.PA (DayByDayEquities) | Ex-Dividend | Dec 31, 2025 | $1.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
TTE.PA (DayByDayEquities) | Pay Day | Jan 5, 2026 | $1.00 |
 TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 4.6/10
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
-4.82
-4.82
-5
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
-4.82
-4.82
-5
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.81
High:
TSLA
306.67TSLALow:
RKLB
-158.6RKLBDetails
PEG Ratio
194.93
High:
COST
494.76COSTLow:
BABA
40.9BABADetails
Price/Book
11.81
High:
AAPL
55.76AAPLLow:
ABCB
1.33ABCBDetails
Price/Sales
7.48
High:RKLB
58.63RKLBLow:
WMT
1.33WMTDetails
Price/CF
30.9
High:
TTWO
133.26TTWOLow:
BAC
9.23BACDetails
Price/FCF
55.46
High:
KO
272.99KOLow:BAC
11.87BACDetails
P/E Ratio
36.81
High:TSLA
306.67TSLALow:RKLB
-158.6RKLBDetails
PEG Ratio
194.93
High:COST
494.76COSTLow:BABA
40.9BABADetails
Price/Book
11.81
High:AAPL
55.76AAPLLow:ABCB
1.33ABCBDetails
Price/Sales
7.48
High:RKLB
58.63RKLBLow:WMT
1.33WMTDetails
Price/CF
30.9
High:TTWO
133.26TTWOLow:BAC
9.23BACDetails
Price/FCF
55.46
High:KO
272.99KOLow:BAC
11.87BACDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.69% | Feb 2025 | Jun 2025 | 4 |
-10.29% | Sep 2023 | Dec 2023 | 3 |
-10.18% | Apr 2024 | Aug 2024 | 4 |
-4.39% | Nov 2025 | - | 2 |
-2.65% | Dec 2024 | Jan 2025 | 1 |
-1.99% | Oct 2024 | Nov 2024 | 1 |
-0.24% | Aug 2025 | Sep 2025 | 1 |