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-0.94%
This Month
-2.91%
Year To Date
+27.44%
2 Years
+12.09%
5 Years
+16.47%
10 Years
+2.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading36.87%
- 🍞 Consumer Non Durables16.82%
- 💰 Finance12.49%
- 💵 Cash11.62%
- 🛍️ Retail Trade6.4%
- 🛠️ Producer Manufacturing5.55%
- 📊 ETFs5.02%
- 🚚 Transportation4.63%
- ⛏️ Energy Minerals1.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.45%
- 🇬🇧 LSE15.07%
- 🇫🇷 Euronext Paris8.72%
- 🇭🇰 Hong Kong Exchanges6.92%
- 🇩🇪 FRA5.59%
- 🇩🇪 Xetra ETFs5.02%
- 🇺🇸 Nasdaq4.03%
- 🇨🇭 SIX1.52%
- 🇵🇹 Euronext Lisbon1%
- 🇮🇹 Borsa Italiana0.11%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom30.39%
- 🇺🇸 United States16.74%
- 🇨🇳 China13.52%
- 🇫🇷 France8.72%
- 🇩🇪 Germany5.59%
- 🇨🇭 Switzerland1.52%
- 🇧🇷 Brazil1.49%
- 🇨🇦 Canada1.48%
- 🇵🇹 Portugal1%
- 🇮🇹 Italy0.32%
- 🇳🇱 Netherlands0.17%
- 🇮🇱 Israel0.08%
Dividends
Dividend Yield
2.14%
13 out of 16 instruments pay dividend.
18 dividend payments in the next 30 days.
Highest Dividend: $BP.L (4.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.78% | 3.75% | - |
 HSBC | 0.42% | 4.03% | $3.03 |
 KO | 0.28% | 2.7% | $1.89 |
 EZJ.L | 0.13% | 2.86% | $0.05 |
 ULVR.L | 0.1% | 4.08% | $1.47 |
 MC.PA | 0.1% | 2.69% | $13 |
 BP.L | 0.08% | 4.58% | $0.23 |
 Rayeiris | 0.08% | 1.03% | - |
 TheoSanders | 0.07% | 0.85% | - |
 BABA | 0.05% | 0.82% | $0.98 |
 01211.HK | 0.03% | 0.46% | $3.41 |
 JTC.L | 0.02% | 1% | $0.11 |
 ITUB | 0% | -1.82% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 XOM (TheoSanders) | Pay Day | Jun 10, 2026 | $1.03 |
 9988.HK (Rayeiris) | Ex-Dividend | Jun 10, 2026 | $0.13 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
01211.HK | Ex-Dividend | Jun 11, 2026 | $0.05 |
 MSFT (TheoSanders) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (Rayeiris) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
 IBKR (Rayeiris) | Pay Day | Jun 12, 2026 | $0.09 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
 CTAS (TheoSanders) | Pay Day | Jun 15, 2026 | $0.45 |
 SCI (TheoSanders) | Ex-Dividend | Jun 15, 2026 | $0.36 |
 META (Rayeiris) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 MCD (TheoSanders) | Pay Day | Jun 16, 2026 | $1.86 |
 HD (TheoSanders) | Pay Day | Jun 18, 2026 | $2.33 |
META (Rayeiris) | Pay Day | Jun 25, 2026 | $0.53 |
HSBC | Pay Day | Jun 26, 2026 | $0.50 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
ULVR.L | Pay Day | Jun 26, 2026 | $0.55 |
 UL.US (triangulacapital) | Pay Day | Jun 26, 2026 | $0.55 |
 GS (TheoSanders) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL (triangulacapital) | Pay Day | Jun 29, 2026 | $0.78 |
SCI (TheoSanders) | Pay Day | Jun 30, 2026 | $0.36 |
 NTR (triangulacapital) | Ex-Dividend | Jun 30, 2026 | $0.55 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
 GRI.L (triangulacapital) | Pay Day | Jul 3, 2026 | $0.04 |
 JPM (TheoSanders) | Ex-Dividend | Jul 6, 2026 | $1.50 |
9988.HK (Rayeiris) | Pay Day | Jul 6, 2026 | $0.13 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
BABA (Rayeiris) | Pay Day | Jul 13, 2026 | $1.05 |
NTR (triangulacapital) | Pay Day | Jul 17, 2026 | $0.55 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
JPM (TheoSanders) | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 2.8/10
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-4.89
-4.89
-5
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.94
-0.94
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-4.89
-4.89
-5
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.94
-0.94
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.56
High:JTC.L
2,095.24JTC.LLow:
BYND
-0.36BYNDDetails
PEG Ratio
253.95
High:JTC.L
1,834.88JTC.LLow:BYND
-0.67BYNDDetails
Price/Book
2.81
High:
MICC.L
14.3MICC.LLow:BYND
-17.27BYNDDetails
Price/Sales
2.49
High:KO
6.65KOLow:EZJ.L
0.34EZJ.LDetails
Price/CF
8.71
High:JTC.L
38.62JTC.LLow:EZJ.L
1.76EZJ.LDetails
Price/FCF
14.99
High:BABA
1,196.17BABALow:HSBC
5.09HSBCDetails
P/E Ratio
19.56
High:JTC.L
2,095.24JTC.LLow:BYND
-0.36BYNDDetails
PEG Ratio
253.95
High:JTC.L
1,834.88JTC.LLow:BYND
-0.67BYNDDetails
Price/Book
2.81
High:MICC.L
14.3MICC.LLow:BYND
-17.27BYNDDetails
Price/Sales
2.49
High:KO
6.65KOLow:EZJ.L
0.34EZJ.LDetails
Price/CF
8.71
High:JTC.L
38.62JTC.LLow:EZJ.L
1.76EZJ.LDetails
Price/FCF
14.99
High:BABA
1,196.17BABALow:HSBC
5.09HSBCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.35% | Jun 2020 | May 2025 | 59 |
-8.45% | Feb 2026 | - | 5 |
-0.83% | Jun 2025 | Aug 2025 | 2 |
-0.21% | Oct 2025 | Nov 2025 | 1 |