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-1.29%
Today
+0.36%
This Month
+3.36%
Year To Date
+46.27%
2 Years
+46.27%
5 Years
+24.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade24.73%
- 💻 Electronic Technology15.27%
- 👥 Copy Trading11.26%
- 📈 Indexes9.19%
- 💰 Finance9.08%
- 🖥️ Technology Services8.45%
- 🪙 Cryptocurrencies5.4%
- 📊 ETFs4.13%
- 🛠️ Producer Manufacturing4.08%
- 🧩 Miscellaneous2.7%
- 🏥 Health Services2.03%
- 🍞 Consumer Non Durables1.71%
- 🚗 Consumer Durables1.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.32%
- 🇺🇸 NYSE32.91%
- 🌍 CFD9.19%
- 🌍 Digital Currency5.4%
- 🇭🇰 Hong Kong Exchanges4.08%
- 🇺🇸 Chicago Board Options Exchange1.45%
- 🇫🇷 Euronext Paris1.22%
- 🇬🇧 LSE0.91%
- 🇪🇸 Bolsa De Madrid0.42%
- 🇳🇱 Euronext Amsterdam0.37%
- 🇮🇹 Borsa Italiana0.32%
- 🇩🇪 FRA0.3%
- 🇩🇰 Copenhagen Stock Exchange0.22%
- 🇸🇪 Stockholm Stock Exchange0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.28%
- 🇨🇳 China11.27%
- 🇩🇪 Germany3.33%
- 🇬🇧 United Kingdom1.57%
- 🇫🇷 France1.22%
- 🇳🇱 Netherlands0.52%
- 🇪🇸 Spain0.27%
- 🇩🇰 Denmark0.22%
- 🇫🇮 Finland0.22%
- 🇮🇹 Italy0.2%
- 🇱🇺 Luxembourg0.19%
- 🇧🇷 Brazil0.18%
- 🇹🇼 Taiwan0.11%
- 🇮🇪 Ireland0.04%
Dividends
Dividend Yield
0.69%
19 out of 27 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.13% | 4.46% | - |
 BAC | 0.08% | 2.34% | $0.96 |
 BABA | 0.06% | 0.86% | $0.98 |
 SCHD | 0.05% | 4.03% | - |
 COST | 0.05% | 0.47% | $19.22 |
 KO | 0.05% | 2.81% | $1.89 |
 01211.HK | 0.04% | 1.05% | $3.41 |
 WMT | 0.04% | 0.96% | $0.81 |
 DayByDayEquities | 0.03% | 2.39% | - |
 thomaspj | 0.03% | 0.83% | - |
 OUSA | 0.02% | 1.54% | - |
 VOO | 0.02% | 1.37% | - |
 SAP | 0.02% | 0.62% | $1.73 |
 ABCB | 0.02% | 1.15% | $0.6 |
 AAPL | 0.01% | 0.5% | $0.97 |
 GOOG | 0.01% | 0.47% | $0.2 |
 META | 0.01% | 0.3% | $1 |
 AI-Revolution | 0.01% | 0.23% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BAC | Ex-Dividend | Jun 6, 2025 | $0.26 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (AI-Revolution) | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (AI-Revolution) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (thomaspj) | Ex-Dividend | Jun 11, 2025 | $0.01 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
 MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (thomaspj) | Pay Day | Jun 12, 2025 | $0.83 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
META (AI-Revolution) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (AI-Revolution) | Pay Day | Jun 16, 2025 | $0.21 |
META (thomaspj) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
META (AI-Revolution) | Pay Day | Jun 26, 2025 | $0.52 |
META (thomaspj) | Pay Day | Jun 26, 2025 | $0.52 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
 GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (AI-Revolution) | Pay Day | Jul 3, 2025 | $0.01 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (thomaspj) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (DayByDayEquities) | Ex-Dividend | Jul 4, 2025 | $0.46 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
IBE.MC (DayByDayEquities) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 6.2/10
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
2.38
2.38
-2
0
2
4.5
4.5
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
2.38
2.38
-2
0
2
4.5
4.5
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.51
High:
TSLA
182.61TSLALow:
ABCB
11.28ABCBDetails
PEG Ratio
455.03
High:
KO
10,196.22KOLow:
HIMS
1.25HIMSDetails
Price/Book
9.54
High:
AAPL
45.36AAPLLow:ABCB
1.1ABCBDetails
Price/Sales
5.61
High:
NVDA
23.52NVDALow:
WMT
1.17WMTDetails
Price/CF
26.41
High:KO
282.33KOLow:
01211.HK
8.0601211.HKDetails
Price/FCF
41.41
High:KO
272.99KOLow:
BAC
12.09BACDetails
P/E Ratio
33.51
High:TSLA
182.61TSLALow:ABCB
11.28ABCBDetails
PEG Ratio
455.03
High:KO
10,196.22KOLow:HIMS
1.25HIMSDetails
Price/Book
9.54
High:AAPL
45.36AAPLLow:ABCB
1.1ABCBDetails
Price/Sales
5.61
High:NVDA
23.52NVDALow:WMT
1.17WMTDetails
Price/CF
26.41
High:KO
282.33KOLow:01211.HK
8.0601211.HKDetails
Price/FCF
41.41
High:KO
272.99KOLow:BAC
12.09BACDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.69% | Feb 2025 | - | 5 |
-10.29% | Sep 2023 | Dec 2023 | 3 |
-10.18% | Apr 2024 | Aug 2024 | 4 |
-2.65% | Dec 2024 | Jan 2025 | 1 |
-1.99% | Oct 2024 | Nov 2024 | 1 |