Loading...
-3.29%
This Month
+2.89%
Year To Date
+33.18%
2 Years
+35.88%
5 Years
+139.15%
10 Years
+13.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.69%
- 💻 Electronic Technology18.19%
- 💰 Finance11.36%
- 👥 Copy Trading9.63%
- 🛍️ Retail Trade7.49%
- 💵 Cash6.79%
- ❓ Other4.36%
- 🚗 Consumer Durables3.9%
- 💇♀️ Consumer Services3.28%
- 🧬 Health Technology1.7%
- 💼 Commercial Services1.44%
- 📊 ETFs1.27%
- 🍞 Consumer Non Durables0.96%
- 📡 Communications0.64%
- 🚚 Transportation0.16%
- 🏥 Health Services0.13%
- 🧩 Miscellaneous0.08%
- 🛠️ Producer Manufacturing0.01%
- 🧪 Process Industries0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.71%
- 🇺🇸 NYSE29.28%
- 🇦🇪 Dubai Financial Market4.36%
- 🇬🇧 LSE2.68%
- 🇩🇪 FRA2.14%
- 🇫🇷 Euronext Paris1.46%
- 🇭🇰 Hong Kong Exchanges0.49%
- 🇨🇭 SIX0.4%
- 🇺🇸 OTC Markets Stock Exchange0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.1%
- 🇬🇧 United Kingdom3.64%
- 🇩🇪 Germany2.22%
- 🇳🇱 Netherlands1.85%
- 🇹🇼 Taiwan1.56%
- 🇨🇳 China1.55%
- 🇫🇷 France1.46%
- 🇨🇦 Canada1.36%
- 🇸🇪 Sweden0.92%
- 🇮🇪 Ireland0.73%
- 🇰🇷 South Korea0.55%
- 🇧🇷 Brazil0.46%
- 🇨🇭 Switzerland0.4%
- 🇮🇱 Israel0.3%
- 🇺🇾 Uruguay0.27%
- 🇯🇵 Japan0.2%
- 🇦🇷 Argentina0.14%
- 🇦🇺 Australia0.14%
- 🇸🇬 Singapore0.13%
- 🇭🇰 Hong Kong0.08%
Dividends
Dividend Yield
0.67%
44 out of 102 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $LMP.L (6.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.25% | 4.05% | - |
 GS | 0.04% | 1.56% | $11 |
 NWG.L | 0.04% | 5.41% | $0.17 |
 MSFT | 0.03% | 0.83% | $3 |
 MCD | 0.02% | 2.68% | $6.53 |
 AXP | 0.02% | 1.09% | $2.6 |
 AmitKup | 0.02% | 3.35% | - |
 DIS | 0.02% | 1.51% | $0.75 |
 AV.L | 0.02% | 6.49% | $0.33 |
 KR | 0.02% | 2.26% | $1.16 |
 KO | 0.02% | 2.7% | $1.89 |
 TMUS | 0.01% | 2.22% | $1.95 |
 AAPL | 0.01% | 0.34% | $0.97 |
 TSCO | 0.01% | 3.21% | $4.26 |
 TSM | 0.01% | 0.69% | $1.74 |
 META | 0.01% | 0.34% | $1 |
 CSCO | 0.01% | 1.29% | $1.58 |
 MA | 0.01% | 0.68% | $2.46 |
 MKC | 0.01% | 4.03% | $1.62 |
 GOOG | 0.01% | 0.23% | $0.2 |
 ASML | 0.01% | 0.44% | $5.57 |
 V | 0.01% | 0.81% | $2.01 |
 ORCL | 0.01% | 0.86% | $1.6 |
 JD.US | 0.01% | 3.33% | $0.74 |
 SAP.DE | 0.01% | 1.5% | $2.2 |
 SBUX | 0.01% | 2.62% | $2.24 |
 GAW.L | 0.01% | 2.53% | $5.5 |
 INTU | 0.01% | 1.58% | $3.6 |
 0700.HK | 0.01% | 1.16% | $3.4 |
 BBOX.L | 0% | 5.51% | $0.07 |
 CRM | 0% | 0.9% | $0.4 |
 PSON.L | 0% | 2.16% | $0.23 |
 AUTO.L | 0% | 2.47% | $0.1 |
 MTCH | 0% | 2.3% | - |
 LMP.L | 0% | 6.87% | $0.1 |
 BABA | 0% | 0.82% | $0.98 |
 PAYC | 0% | 1.11% | $1.5 |
 SMSN.L | 0% | 0.4% | $23.68 |
 JKHY | 0% | 1.83% | $2.14 |
 PYPL | 0% | 1.01% | - |
 RMD | 0% | 1.24% | $1.92 |
 PRU.L | 0% | 2.04% | $0.28 |
 NTDOY | 0% | 0.35% | $0.24 |
 ITUB | 0% | -1.82% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MCD | Pay Day | Jun 16, 2026 | $1.86 |
 WU (AmitKup) | Ex-Dividend | Jun 16, 2026 | $0.23 |
RMD | Pay Day | Jun 18, 2026 | $0.60 |
JKHY | Pay Day | Jun 19, 2026 | $0.61 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
PYPL (AmitKup) | Pay Day | Jun 25, 2026 | $0.14 |
 UL.US (triangulacapital) | Pay Day | Jun 26, 2026 | $0.55 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL (triangulacapital) | Pay Day | Jun 29, 2026 | $0.78 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
WU (AmitKup) | Pay Day | Jun 30, 2026 | $0.23 |
 NTR (triangulacapital) | Ex-Dividend | Jun 30, 2026 | $0.55 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
 GRI.L (triangulacapital) | Pay Day | Jul 3, 2026 | $0.04 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
MTCH | Ex-Dividend | Jul 7, 2026 | $0.20 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jul 7, 2026 | $3.28 |
INTU | Ex-Dividend | Jul 9, 2026 | $1.20 |
LMP.L | Pay Day | Jul 9, 2026 | $0.04 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
GFC.PA (triangulacapital) | Pay Day | Jul 9, 2026 | $3.28 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
INTU | Pay Day | Jul 17, 2026 | $1.20 |
NTR (triangulacapital) | Pay Day | Jul 17, 2026 | $0.55 |
MTCH | Pay Day | Jul 21, 2026 | $0.20 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
AUTO.L | Ex-Dividend | Aug 27, 2026 | $0.10 |
AUTO.L | Pay Day | Sep 25, 2026 | $0.10 |
Performance Metrics
Score 3.9/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-2.31
-2.31
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-2.31
-2.31
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.37
High:
TSLA
382.29TSLALow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-220.32
High:
ABNB
1,400.27ABNBLow:CRWD
-5,187.17CRWDDetails
Price/Book
8.01
High:
FTNT
111FTNTLow:MCD
-150.65MCDDetails
Price/Sales
7.34
High:
SMR
205.5SMRLow:
FTCHQ
-FTCHQDetails
Price/CF
19
High:FTCHQ
331.51FTCHQLow:GS
2.27GSDetails
Price/FCF
43.42
High:SBUX
1,256.06SBUXLow:GS
2.44GSDetails
P/E Ratio
32.37
High:TSLA
382.29TSLALow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-220.32
High:ABNB
1,400.27ABNBLow:CRWD
-5,187.17CRWDDetails
Price/Book
8.01
High:FTNT
111FTNTLow:MCD
-150.65MCDDetails
Price/Sales
7.34
High:SMR
205.5SMRLow:FTCHQ
-FTCHQDetails
Price/CF
19
High:FTCHQ
331.51FTCHQLow:GS
2.27GSDetails
Price/FCF
43.42
High:SBUX
1,256.06SBUXLow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.54% | Nov 2021 | Sep 2024 | 34 |
-13.77% | Nov 2025 | May 2026 | 6 |
-11.45% | Jul 2019 | Apr 2020 | 9 |
-11.07% | Feb 2025 | Jun 2025 | 4 |
-5.83% | Sep 2021 | Oct 2021 | 1 |
-4.52% | Mar 2021 | Apr 2021 | 1 |
-4.15% | Sep 2020 | Nov 2020 | 2 |
-3.29% | Jun 2026 | - | 1 |
-1.9% | May 2021 | Jun 2021 | 1 |
-1.64% | Mar 2019 | Jun 2019 | 3 |
-1% | Dec 2024 | Jan 2025 | 1 |
-0.16% | Jul 2021 | Aug 2021 | 1 |