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+0.45%
This Month
+1.22%
Year To Date
+11.01%
2 Years
-14.89%
5 Years
+626.17%
10 Years
+19.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading47.51%
- 💵 Cash33.14%
- 🖥️ Technology Services25.98%
- 🪙 Cryptocurrencies1.51%
- 💰 Finance0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.05%
- 🇬🇧 LSE27.39%
- 🇺🇸 NYSE2.68%
- 🌍 Digital Currency1.74%
- 🇮🇹 Borsa Italiana0.88%
- 🇩🇪 Xetra ETFs0.24%
- 🇺🇸 Chicago Board Options Exchange0.15%
- 🇳🇱 Euronext Amsterdam0.15%
- 🇫🇷 Euronext Paris0.11%
- 🇸🇪 Stockholm Stock Exchange0.04%
- 🇨🇭 SIX0.03%
- 🇳🇴 Oslo Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.92%
- 🇮🇹 Italy0.88%
- 🇮🇱 Israel0.2%
- 🇸🇬 Singapore0.18%
- 🇳🇱 Netherlands0.18%
- 🇫🇷 France0.11%
- 🇩🇪 Germany0.08%
- 🇬🇧 United Kingdom0.07%
- 🇺🇾 Uruguay0.06%
- 🇰🇾 Cayman Islands0.05%
- 🇦🇺 Australia0.05%
- 🇨🇭 Switzerland0.05%
- 🇮🇪 Ireland0.05%
- 🇫🇮 Finland0.04%
- 🇧🇷 Brazil0.03%
- 🇳🇴 Norway0.03%
- 🇹🇼 Taiwan0.03%
- 🇨🇳 China0.03%
- 🇭🇰 Hong Kong0.02%
Dividends
Dividend Yield
0.07%
3 out of 13 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (5.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LucaMeer | 0.04% | 0.83% | - |
 triangulacapital | 0.02% | 5.29% | - |
 NDI-FutureTech | 0% | 0.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA (LucaMeer) | Pay Day | Dec 20, 2025 | $0.00 |
 TSM (NDI-FutureTech) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6.8/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
9.48
9.48
-2
0
2
10
10
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
9.48
9.48
-2
0
2
10
10
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.99
High:
OKTA
82.79OKTALow:
FTNT
33.85FTNTDetails
PEG Ratio
146.88
High:FTNT
150.33FTNTLow:OKTA
14.56OKTADetails
Price/Book
67.24
High:FTNT
83.09FTNTLow:OKTA
2.32OKTADetails
Price/Sales
9.5
High:FTNT
9.55FTNTLow:OKTA
5.66OKTADetails
Price/CF
26.06
High:FTNT
26.14FTNTLow:OKTA
17.9OKTADetails
Price/FCF
31.39
High:FTNT
31.55FTNTLow:OKTA
18.06OKTADetails
P/E Ratio
33.99
High:OKTA
82.79OKTALow:FTNT
33.85FTNTDetails
PEG Ratio
146.88
High:FTNT
150.33FTNTLow:OKTA
14.56OKTADetails
Price/Book
67.24
High:FTNT
83.09FTNTLow:OKTA
2.32OKTADetails
Price/Sales
9.5
High:FTNT
9.55FTNTLow:OKTA
5.66OKTADetails
Price/CF
26.06
High:FTNT
26.14FTNTLow:OKTA
17.9OKTADetails
Price/FCF
31.39
High:FTNT
31.55FTNTLow:OKTA
18.06OKTADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.36% | Jan 2022 | - | 48 |
-36.7% | Sep 2018 | Nov 2019 | 14 |
-26.19% | Feb 2020 | Jun 2020 | 4 |
-20.74% | Jun 2015 | Oct 2016 | 16 |
-11.72% | Feb 2018 | May 2018 | 3 |
-9.59% | Sep 2020 | Nov 2020 | 2 |
-7.91% | Aug 2021 | Nov 2021 | 3 |
-5.96% | Mar 2021 | Apr 2021 | 1 |
-4.62% | Nov 2017 | Jan 2018 | 2 |
-1.9% | Mar 2015 | May 2015 | 2 |
-1.14% | May 2021 | Jun 2021 | 1 |
-0.94% | Apr 2017 | May 2017 | 1 |
-0.71% | Jun 2018 | Jul 2018 | 1 |