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+3.52%
This Month
-2.11%
Year To Date
+24.56%
2 Years
+57.52%
5 Years
+57.52%
10 Years
+19.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading80.02%
- 💵 Cash21.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.47%
- 🇺🇸 Nasdaq14.7%
- 🇩🇪 FRA10.78%
- 🇫🇷 Euronext Paris9.69%
- 🇬🇧 LSE6.45%
- 🇨🇭 SIX4.57%
- 🇪🇸 Bolsa De Madrid2.89%
- 🇵🇹 Euronext Lisbon1.72%
- 🇳🇱 Euronext Amsterdam1.02%
- 🇸🇪 Stockholm Stock Exchange0.69%
- 🇩🇰 Copenhagen Stock Exchange0.68%
- 🇦🇪 Dubai Financial Market0.65%
- 🇺🇸 Chicago Board Options Exchange0.52%
- 🇳🇴 Oslo Stock Exchange0.48%
- 🇫🇮 Helsinki Stock Exchange0.25%
- Regular Trading Hours - RTH0.19%
- 🇩🇪 Xetra ETFs0.19%
- 🇭🇰 Hong Kong Exchanges0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.23%
- 🇬🇧 United Kingdom14.4%
- 🇩🇪 Germany10.78%
- 🇫🇷 France9.59%
- 🇨🇭 Switzerland4.57%
- 🇹🇼 Taiwan3.64%
- 🇪🇸 Spain2.89%
- 🇳🇱 Netherlands1.76%
- 🇵🇹 Portugal1.72%
- 🇨🇦 Canada1.4%
- 🇸🇪 Sweden0.69%
- 🇩🇰 Denmark0.68%
- 🇳🇴 Norway0.48%
- 🇰🇷 South Korea0.43%
- 🇱🇺 Luxembourg0.25%
- 🇫🇮 Finland0.25%
- 🇧🇷 Brazil0.19%
- 🇨🇳 China0.18%
- 🇮🇱 Israel0.16%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.83%
3 out of 3 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (3.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 1.45% | 3.65% | - |
 JeppeKirkBonde | 0.36% | 0.95% | - |
 defense_investor | 0.02% | 0.91% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MC.PA (triangulacapital) | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $9.76 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2026 | $1.18 |
MC.PA (triangulacapital) | Pay Day | Apr 30, 2026 | $8.60 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $8.60 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $9.76 |
JPM (defense_investor) | Pay Day | Apr 30, 2026 | $1.50 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2026 | $0.15 |
 SAN.PA (triangulacapital) | Ex-Dividend | May 5, 2026 | $4.84 |
 ASML.NV (JeppeKirkBonde) | Pay Day | May 5, 2026 | $3.15 |
 SAP.DE (triangulacapital) | Ex-Dividend | May 6, 2026 | $2.95 |
BOL.ST (JeppeKirkBonde) | Pay Day | May 6, 2026 | $1.18 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 6, 2026 | $0.17 |
SAN.PA (triangulacapital) | Pay Day | May 7, 2026 | $4.84 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
SAP.DE (triangulacapital) | Pay Day | May 8, 2026 | $2.95 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
 BTRW.L (triangulacapital) | Pay Day | May 15, 2026 | $0.07 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (defense_investor) | Ex-Dividend | May 21, 2026 | $0.91 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.01 |
 GS (JeppeKirkBonde) | Ex-Dividend | Jun 1, 2026 | $4.50 |
EQT (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.17 |
 RR.L (defense_investor) | Pay Day | Jun 3, 2026 | $0.07 |
 DEO (triangulacapital) | Pay Day | Jun 4, 2026 | $0.80 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (defense_investor) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (defense_investor) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 REP.MC (triangulacapital) | Ex-Dividend | Jul 6, 2026 | $0.59 |
REP.MC (triangulacapital) | Pay Day | Jul 8, 2026 | $0.59 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (defense_investor) | Pay Day | Jul 9, 2026 | $0.95 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
Performance Metrics
Score 7.2/10
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
7.25
7.25
-2
0
2
8
8
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
2.18
2.18
0
0.75
1.25
3
3
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
2.01
2.01
0
0.3
0.6
3
3
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
7.25
7.25
-2
0
2
8
8
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
2.18
2.18
0
0.75
1.25
3
3
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
2.01
2.01
0
0.3
0.6
3
3
Portfolio Valuation
Based on current 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 |
|---|---|---|---|
-8.79% | Mar 2026 | - | 2 |
-3.5% | Oct 2024 | May 2025 | 7 |
-2.83% | Jun 2024 | Aug 2024 | 2 |
-2.59% | Jul 2025 | Sep 2025 | 2 |
-0.93% | Oct 2023 | Nov 2023 | 1 |