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-5.89%
This Month
-3.76%
Year To Date
+23.78%
2 Years
+17.38%
5 Years
+15.46%
10 Years
+2.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading37.61%
- 🍞 Consumer Non Durables17.78%
- 💰 Finance11.66%
- 💵 Cash11.08%
- 🛍️ Retail Trade6.66%
- 🛠️ Producer Manufacturing5.46%
- 📊 ETFs4.89%
- 🚚 Transportation4.2%
- ⛏️ Energy Minerals1.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.61%
- 🇬🇧 LSE14.95%
- 🇫🇷 Euronext Paris7.5%
- 🇭🇰 Hong Kong Exchanges6.88%
- 🇩🇪 Xetra ETFs4.89%
- 🇺🇸 Nasdaq2.87%
- 🇦🇪 Dubai Financial Market1.29%
- 🇮🇹 Borsa Italiana1.07%
- 🇨🇭 SIX0.6%
- 🇩🇪 FRA0.5%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom27.77%
- 🇺🇸 United States15.74%
- 🇨🇳 China13.74%
- 🇫🇷 France7.5%
- 🇮🇹 Italy1.3%
- 🇨🇭 Switzerland0.6%
- 🇩🇪 Germany0.5%
- 🇨🇦 Canada0.44%
- 🇧🇷 Brazil0.21%
- 🇳🇱 Netherlands0.16%
- 🇮🇱 Israel0.07%
Dividends
Dividend Yield
1.84%
13 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BP.L (5.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.44% | 2.01% | - |
 HSBC | 0.41% | 4.28% | $3.03 |
 KO | 0.28% | 2.64% | $1.89 |
 EZJ.L | 0.13% | 3.11% | $0.05 |
 ULVR.L | 0.1% | 3.38% | $1.47 |
 MC.PA | 0.1% | 2.56% | $13 |
 BP.L | 0.09% | 5.04% | $0.23 |
 01211.HK | 0.09% | 1.56% | $3.41 |
 Rayeiris | 0.08% | 1.03% | - |
 TheoSanders | 0.06% | 0.69% | - |
 BABA | 0.05% | 0.79% | $0.98 |
 JTC.L | 0.02% | 1.02% | $0.11 |
 ITUB | 0% | -0.98% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-3.77
-3.77
-4
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-3.77
-3.77
-4
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.55
High:BP.L
4,375BP.LLow:JTC.L
-111.28JTC.LDetails
PEG Ratio
118.44
High:ULVR.L
260.61ULVR.LLow:
BYND
-1.03BYNDDetails
Price/Book
2.96
High:KO
10.44KOLow:BYND
-0.08BYNDDetails
Price/Sales
2.56
High:KO
6.96KOLow:BYND
0.21BYNDDetails
Price/CF
9.47
High:KO
40.7KOLow:EZJ.L
2.05EZJ.LDetails
Price/FCF
16.87
High:BABA
1,196.17BABALow:EZJ.L
4.94EZJ.LDetails
P/E Ratio
19.55
High:BP.L
4,375BP.LLow:JTC.L
-111.28JTC.LDetails
PEG Ratio
118.44
High:ULVR.L
260.61ULVR.LLow:BYND
-1.03BYNDDetails
Price/Book
2.96
High:KO
10.44KOLow:BYND
-0.08BYNDDetails
Price/Sales
2.56
High:KO
6.96KOLow:BYND
0.21BYNDDetails
Price/CF
9.47
High:KO
40.7KOLow:EZJ.L
2.05EZJ.LDetails
Price/FCF
16.87
High:BABA
1,196.17BABALow:EZJ.L
4.94EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.35% | Jun 2020 | May 2025 | 59 |
-6.61% | Feb 2026 | - | 2 |
-0.83% | Jun 2025 | Aug 2025 | 2 |
-0.21% | Oct 2025 | Nov 2025 | 1 |