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+0.43%
Today
+0.65%
This Month
+10.78%
Year To Date
+34.81%
2 Years
-0.63%
5 Years
+1.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading30.11%
- 💵 Cash18%
- 🍞 Consumer Non Durables16.81%
- 💰 Finance8.48%
- 🛠️ Producer Manufacturing7.91%
- 🛍️ Retail Trade6.44%
- 🚚 Transportation5.52%
- ⛏️ Energy Minerals1.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.13%
- 🇬🇧 LSE14.16%
- 🇭🇰 Hong Kong Exchanges9.28%
- 🇫🇷 Euronext Paris7.34%
- 🇺🇸 Nasdaq3.73%
- 🇳🇱 Euronext Amsterdam1.67%
- 🇮🇹 Borsa Italiana1.65%
- 🇸🇪 Stockholm Stock Exchange1.61%
- 🇩🇰 Copenhagen Stock Exchange1.05%
- 🇩🇪 FRA0.88%
- 🇨🇭 SIX0.08%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom24.9%
- 🇨🇳 China16.21%
- 🇺🇸 United States15.92%
- 🇫🇷 France7.34%
- 🇳🇱 Netherlands1.67%
- 🇮🇹 Italy1.65%
- 🇫🇮 Finland1.09%
- 🇩🇰 Denmark1.05%
- 🇧🇷 Brazil1.04%
- 🇩🇪 Germany0.88%
- 🇸🇪 Sweden0.52%
- 🇨🇦 Canada0.36%
- 🇨🇭 Switzerland0.08%
Dividends
Dividend Yield
2.01%
13 out of 14 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $BP.L (6.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.63% | 4.4% | - |
 HSBC | 0.4% | 5.7% | $3.03 |
 KO | 0.29% | 2.72% | $1.89 |
 EZJ.L | 0.14% | 2.45% | $0.05 |
 MC.PA | 0.11% | 2.64% | $13 |
 BP.L | 0.09% | 6.86% | $0.23 |
 01211.HK | 0.08% | 1.07% | $3.41 |
 Rayeiris | 0.08% | 1.03% | - |
 TheoSanders | 0.07% | 0.81% | - |
 ULVR.L | 0.06% | 3.21% | $1.47 |
 BABA | 0.05% | 0.82% | $0.98 |
 JTC.L | 0.02% | 1.52% | $0.11 |
 ITUB | -0.01% | -5.06% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 COST (TheoSanders) | Ex-Dividend | May 2, 2025 | $1.30 |
 INGA.NV (triangulacapital) | Pay Day | May 2, 2025 | $0.74 |
 GAW.L (Rayeiris) | Pay Day | May 7, 2025 | $1.29 |
 AALB.NV (triangulacapital) | Pay Day | May 8, 2025 | $1.21 |
 EVO.ST (triangulacapital) | Ex-Dividend | May 12, 2025 | $3.06 |
 PUK (triangulacapital) | Pay Day | May 14, 2025 | $0.33 |
ULVR.L | Ex-Dividend | May 15, 2025 | $0.52 |
 MSFT (TheoSanders) | Ex-Dividend | May 15, 2025 | $0.83 |
COST (TheoSanders) | Pay Day | May 16, 2025 | $1.30 |
 NEXI.MI (triangulacapital) | Ex-Dividend | May 19, 2025 | $0.26 |
EVO.ST (triangulacapital) | Pay Day | May 20, 2025 | $3.06 |
NEXI.MI (triangulacapital) | Pay Day | May 21, 2025 | $0.26 |
 RMV.L (Rayeiris) | Pay Day | May 23, 2025 | $0.08 |
 RF.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $3.01 |
 TEP.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $4.40 |
TEP.PA (Rayeiris) | Ex-Dividend | May 26, 2025 | $4.40 |
RF.PA (triangulacapital) | Pay Day | May 28, 2025 | $3.01 |
TEP.PA (triangulacapital) | Pay Day | May 28, 2025 | $4.40 |
TEP.PA (Rayeiris) | Pay Day | May 28, 2025 | $4.40 |
JTC.L | Ex-Dividend | May 29, 2025 | $0.10 |
 GS (TheoSanders) | Ex-Dividend | May 30, 2025 | $3.00 |
 IBKR (Rayeiris) | Ex-Dividend | May 30, 2025 | $0.32 |
 GOOG (Rayeiris) | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT (TheoSanders) | Pay Day | Jun 12, 2025 | $0.83 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
IBKR (Rayeiris) | Pay Day | Jun 13, 2025 | $0.32 |
GOOG (Rayeiris) | Pay Day | Jun 16, 2025 | $0.21 |
JTC.L | Pay Day | Jun 27, 2025 | $0.10 |
GS (TheoSanders) | Pay Day | Jun 27, 2025 | $3.00 |
 ENEL.MI (triangulacapital) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (triangulacapital) | Pay Day | Jul 23, 2025 | $0.28 |
Performance Metrics
Score 2.7/10
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
-0.05
-0.05
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.07
-0.07
-1
1
2
3
3
Jensen's Alpha
-5.08
-5.08
-6
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
-0.13
-0.13
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
-0.05
-0.05
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.07
-0.07
-1
1
2
3
3
Jensen's Alpha
-5.08
-5.08
-6
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
-0.13
-0.13
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.34
High:
BP.L
260.43BP.LLow:
JTC.L
-184.68JTC.LDetails
PEG Ratio
60.01
High:
HSBC
106.35HSBCLow:
BYND
-1.88BYNDDetails
Price/Book
3.02
High:
KO
12.43KOLow:BYND
-0.31BYNDDetails
Price/Sales
2.22
High:KO
6.63KOLow:BP.L
0.39BP.LDetails
Price/CF
10.4
High:KO
39.5KOLow:
EZJ.L
2.62EZJ.LDetails
Price/FCF
20
High:KO
272.99KOLow:
ITUB
3.54ITUBDetails
P/E Ratio
18.34
High:BP.L
260.43BP.LLow:JTC.L
-184.68JTC.LDetails
PEG Ratio
60.01
High:HSBC
106.35HSBCLow:BYND
-1.88BYNDDetails
Price/Book
3.02
High:KO
12.43KOLow:BYND
-0.31BYNDDetails
Price/Sales
2.22
High:KO
6.63KOLow:BP.L
0.39BP.LDetails
Price/CF
10.4
High:KO
39.5KOLow:EZJ.L
2.62EZJ.LDetails
Price/FCF
20
High:KO
272.99KOLow:ITUB
3.54ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.35% | Jun 2020 | - | 59 |