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+0.01%
This Month
-7.69%
Year To Date
+32.61%
2 Years
+118.71%
5 Years
+118.71%
10 Years
+35.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading30.63%
- 🖥️ Technology Services19.36%
- 💰 Finance9.98%
- 💻 Electronic Technology9.42%
- 🛍️ Retail Trade8.6%
- ❓ Other6.85%
- 📊 ETFs4.48%
- 🏥 Health Services3.91%
- 🧩 Miscellaneous2.98%
- ⛏️ Energy Minerals1.85%
- 💼 Commercial Services1.11%
- 🪙 Cryptocurrencies0.73%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.38%
- 🇺🇸 NYSE28.97%
- 🇬🇧 LSE7.06%
- Regular Trading Hours - RTH6.85%
- 🌍 Digital Currency5.95%
- 🇳🇴 Oslo Stock Exchange2.13%
- 🇫🇷 Euronext Paris1.87%
- 🇩🇪 FRA0.32%
- 🇭🇰 Hong Kong Exchanges0.29%
- 🇦🇺 Sydney0.09%
- 🇨🇭 SIX0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.95%
- 🇳🇱 Netherlands5.28%
- 🇬🇧 United Kingdom5.11%
- 🇳🇴 Norway2.13%
- 🇫🇷 France1.87%
- 🇨🇳 China0.35%
- 🇩🇪 Germany0.32%
- 🇹🇼 Taiwan0.18%
- 🇬🇷 Greece0.17%
- 🇧🇷 Brazil0.11%
- 🇦🇺 Australia0.09%
- 🇭🇰 Hong Kong0.05%
- 🇨🇭 Switzerland0.04%
- 🇨🇦 Canada0.02%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.83%
15 out of 26 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: FundManagerZech (5.15%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.33% | 1.71% | - |
 UNH | 0.12% | 3.19% | $7.74 |
 FundManagerZech | 0.09% | 5.15% | - |
 JPM | 0.04% | 2% | $4.4 |
 triangulacapital | 0.04% | 2.27% | - |
 MA | 0.03% | 0.66% | $2.46 |
 CVX | 0.03% | 3.47% | $6.28 |
 ASML | 0.03% | 0.57% | $5.57 |
 INTU | 0.03% | 1.02% | $3.6 |
 XOM | 0.02% | 2.52% | $3.76 |
 GOOG | 0.02% | 0.29% | $0.2 |
 CRM | 0.02% | 0.91% | $0.4 |
 TheNang89 | 0.01% | 0.19% | - |
 META | 0% | 0.37% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Ex-Dividend | Apr 6, 2026 | $1.50 |
MA | Ex-Dividend | Apr 9, 2026 | $0.87 |
CRM | Ex-Dividend | Apr 9, 2026 | $0.44 |
INTU | Ex-Dividend | Apr 9, 2026 | $1.20 |
 RKT.L (triangulacapital) | Ex-Dividend | Apr 9, 2026 | $1.70 |
 UL.US (triangulacapital) | Pay Day | Apr 10, 2026 | $0.56 |
INTU | Pay Day | Apr 17, 2026 | $1.20 |
 WB (FundManagerZech) | Ex-Dividend | Apr 17, 2026 | $0.61 |
CRM | Pay Day | Apr 23, 2026 | $0.44 |
 RR.L (thomaspj) | Ex-Dividend | Apr 23, 2026 | $0.07 |
 83.HK (FundManagerZech) | Pay Day | Apr 23, 2026 | $0.02 |
 GSBD (FundManagerZech) | Pay Day | Apr 28, 2026 | $0.32 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
 SAN.PA (triangulacapital) | Ex-Dividend | May 5, 2026 | $4.84 |
SAN.PA (triangulacapital) | Pay Day | May 7, 2026 | $4.84 |
MA | Pay Day | May 8, 2026 | $0.87 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
 TE.PA (triangulacapital) | Ex-Dividend | May 18, 2026 | $1.18 |
TE.PA (triangulacapital) | Pay Day | May 20, 2026 | $1.18 |
 MSFT (TheNang89) | Ex-Dividend | May 21, 2026 | $0.91 |
WB (FundManagerZech) | Pay Day | May 22, 2026 | $0.61 |
 TEP.PA (FundManagerZech) | Ex-Dividend | May 26, 2026 | $5.23 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
TEP.PA (FundManagerZech) | Pay Day | May 28, 2026 | $5.23 |
RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
MSFT (TheNang89) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (TheNang89) | Ex-Dividend | Jun 11, 2026 | $0.95 |
RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jul 7, 2026 | $3.28 |
TSM (TheNang89) | Pay Day | Jul 9, 2026 | $0.95 |
GFC.PA (triangulacapital) | Pay Day | Jul 9, 2026 | $3.28 |
Performance Metrics
Score 8.2/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
4.05
4.05
0
1
2
5
5
Jensen's Alpha
14.33
14.33
-2
0
2
15
15
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
2.7
2.7
0
0.75
1.25
3
3
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
3.22
3.22
0
0.3
0.6
4
4
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
4.05
4.05
0
1
2
5
5
Jensen's Alpha
14.33
14.33
-2
0
2
15
15
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
2.7
2.7
0
0.75
1.25
3
3
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
3.22
3.22
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
28.55
High:ASML
47.1ASMLLow:JPM
14.72JPMDetails
PEG Ratio
156.34
High:JPM
1,100.48JPMLow:NVDA
54.73NVDADetails
Price/Book
7.05
High:MA
57.02MALow:
FICO
-14.32FICODetails
Price/Sales
5.48
High:NVDA
20.07NVDALow:UNH
0.56UNHDetails
Price/CF
22.96
High:FICO
53.37FICOLow:JPM
8.75JPMDetails
Price/FCF
59.69
High:
AMZN
325.85AMZNLow:JPM
10.48JPMDetails
P/E Ratio
28.55
High:ASML
47.1ASMLLow:JPM
14.72JPMDetails
PEG Ratio
156.34
High:JPM
1,100.48JPMLow:NVDA
54.73NVDADetails
Price/Book
7.05
High:MA
57.02MALow:FICO
-14.32FICODetails
Price/Sales
5.48
High:NVDA
20.07NVDALow:UNH
0.56UNHDetails
Price/CF
22.96
High:FICO
53.37FICOLow:JPM
8.75JPMDetails
Price/FCF
59.69
High:AMZN
325.85AMZNLow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.37% | Feb 2025 | May 2025 | 3 |
-8.3% | Nov 2025 | - | 6 |
-3.72% | Apr 2024 | May 2024 | 1 |
-1.95% | Jul 2024 | Sep 2024 | 2 |
-1.63% | Dec 2024 | Jan 2025 | 1 |
-0.61% | Apr 2023 | May 2023 | 1 |
-0.15% | Oct 2024 | Nov 2024 | 1 |