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-1.76%
This Month
-1.76%
Year To Date
+46.14%
2 Years
+45.3%
5 Years
+128.34%
10 Years
+13.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.75%
- 💵 Cash13.04%
- 💻 Electronic Technology12.87%
- 💰 Finance11.9%
- 👥 Copy Trading10.54%
- 🛍️ Retail Trade8.48%
- 🚗 Consumer Durables4.23%
- 💇♀️ Consumer Services3.75%
- 🧬 Health Technology2.09%
- 💼 Commercial Services1.75%
- 📊 ETFs1.28%
- 🍞 Consumer Non Durables1.08%
- 📡 Communications0.67%
- 🚚 Transportation0.18%
- 🧩 Miscellaneous0.09%
- 🏥 Health Services0.07%
- 🛠️ Producer Manufacturing0.03%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.28%
- 🇺🇸 NYSE29.15%
- 🇬🇧 LSE3.34%
- 🇫🇷 Euronext Paris2.81%
- 🇭🇰 Hong Kong Exchanges1.15%
- 🇮🇹 Borsa Italiana0.96%
- 🇩🇪 FRA0.52%
- 🇳🇴 Oslo Stock Exchange0.47%
- 🇦🇪 Dubai Financial Market0.42%
- 🇳🇱 Euronext Amsterdam0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.93%
- 🇬🇧 United Kingdom4.15%
- 🇫🇷 France2.81%
- 🇨🇳 China2.41%
- 🇳🇱 Netherlands1.71%
- 🇨🇦 Canada1.42%
- 🇹🇼 Taiwan1.29%
- 🇱🇺 Luxembourg0.99%
- 🇮🇪 Ireland0.96%
- 🇮🇹 Italy0.96%
- 🇩🇪 Germany0.66%
- 🇮🇱 Israel0.5%
- 🇳🇴 Norway0.47%
- 🇺🇾 Uruguay0.4%
- 🇰🇷 South Korea0.31%
- 🇯🇵 Japan0.31%
- 🇧🇷 Brazil0.13%
- 🇸🇬 Singapore0.13%
- 🇭🇰 Hong Kong0.11%
Dividends
Dividend Yield
0.7%
45 out of 101 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LMP.L (6.18%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.28% | 3.83% | - |
 GS | 0.04% | 1.66% | $11 |
 NWG.L | 0.03% | 3.79% | $0.17 |
 MSFT | 0.03% | 0.78% | $3 |
 MCD | 0.02% | 2.32% | $6.53 |
 AmitKup | 0.02% | 3.33% | - |
 DIS | 0.02% | 1.39% | $0.75 |
 AXP | 0.02% | 0.92% | $2.6 |
 AV.L | 0.02% | 5.77% | $0.33 |
 KR | 0.02% | 2.2% | $1.16 |
 KO | 0.01% | 2.8% | $1.89 |
 AAPL | 0.01% | 0.4% | $0.97 |
 TMUS | 0.01% | 2.04% | $1.95 |
 TSCO | 0.01% | 1.71% | $4.26 |
 META | 0.01% | 0.29% | $1 |
 TSM | 0.01% | 0.79% | $1.74 |
 CSCO | 0.01% | 2.1% | $1.58 |
 ORCL | 0.01% | 1.17% | $1.6 |
 MA | 0.01% | 0.6% | $2.46 |
 GOOG | 0.01% | 0.24% | $0.2 |
 MKC | 0.01% | 3% | $1.62 |
 SAP.DE | 0.01% | 1.4% | $2.2 |
 V | 0.01% | 0.74% | $2.01 |
 JD.US | 0.01% | 3.35% | $0.74 |
 ASML | 0.01% | 0.42% | $5.57 |
 GAW.L | 0.01% | 2.8% | $5.5 |
 SBUX | 0.01% | 2.61% | $2.24 |
 INTU | 0.01% | 0.86% | $3.6 |
 CRM | 0% | 0.76% | $0.4 |
 0700.HK | 0% | 0.72% | $3.4 |
 BBOX.L | 0% | 4.82% | $0.07 |
 PSON.L | 0% | 2.6% | $0.23 |
 AUTO.L | 0% | 2.01% | $0.1 |
 BABA | 0% | 0.58% | $0.98 |
 MTCH | 0% | 2.46% | - |
 LMP.L | 0% | 6.18% | $0.1 |
 PAYC | 0% | 1.08% | $1.5 |
 NTDOY | 0% | 0.84% | $0.24 |
 SMSN.L | 0% | 0.77% | $23.68 |
 JKHY | 0% | 1.29% | $2.14 |
 RMD | 0% | 0.89% | $1.92 |
 PRU.L | 0% | 1.49% | $0.28 |
 CCL.L | 0% | 0.52% | - |
 PYPL | 0% | 0.26% | - |
 ITUB | 0% | -0.37% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.2/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
-1.44
-1.44
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
-1.44
-1.44
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.57
High:
PLTR
367.98PLTRLow:
HUBS
-4,562.73HUBSDetails
PEG Ratio
254.12
High:MKC
20,636.01MKCLow:HUBS
-6,057.46HUBSDetails
Price/Book
8.03
High:
FTNT
82.95FTNTLow:MCD
-102.98MCDDetails
Price/Sales
7.03
High:PLTR
103.83PLTRLow:
FTCHQ
-FTCHQDetails
Price/CF
22.87
High:FTCHQ
331.51FTCHQLow:AV.L
3.91AV.LDetails
Price/FCF
54.57
High:SBUX
1,256.06SBUXLow:GS
4.8GSDetails
P/E Ratio
33.57
High:PLTR
367.98PLTRLow:HUBS
-4,562.73HUBSDetails
PEG Ratio
254.12
High:MKC
20,636.01MKCLow:HUBS
-6,057.46HUBSDetails
Price/Book
8.03
High:FTNT
82.95FTNTLow:MCD
-102.98MCDDetails
Price/Sales
7.03
High:PLTR
103.83PLTRLow:FTCHQ
-FTCHQDetails
Price/CF
22.87
High:FTCHQ
331.51FTCHQLow:AV.L
3.91AV.LDetails
Price/FCF
54.57
High:SBUX
1,256.06SBUXLow:GS
4.8GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.54% | Nov 2021 | Sep 2024 | 34 |
-11.45% | Jul 2019 | Apr 2020 | 9 |
-11.07% | Feb 2025 | Jun 2025 | 4 |
-5.83% | Sep 2021 | Oct 2021 | 1 |
-5.66% | Nov 2025 | - | 3 |
-4.52% | Mar 2021 | Apr 2021 | 1 |
-4.15% | Sep 2020 | Nov 2020 | 2 |
-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 |