Loading...
+3.2%
This Month
+15.23%
Year To Date
+44.27%
2 Years
+59.04%
5 Years
+167.83%
10 Years
+15.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.44%
- 💻 Electronic Technology18.61%
- 💰 Finance10.41%
- 👥 Copy Trading9.16%
- 💵 Cash7.25%
- 🛍️ Retail Trade6.9%
- ❓ Other4%
- 🚗 Consumer Durables3.22%
- 💇♀️ Consumer Services3.04%
- 💼 Commercial Services1.62%
- 🧬 Health Technology1.29%
- 📊 ETFs1.12%
- 🍞 Consumer Non Durables0.87%
- 📡 Communications0.5%
- 🚚 Transportation0.14%
- 🏥 Health Services0.11%
- 🧩 Miscellaneous0.07%
- 🛠️ Producer Manufacturing0.01%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.12%
- 🇺🇸 NYSE26.97%
- 🇦🇪 Dubai Financial Market4%
- 🇬🇧 LSE2.86%
- 🇫🇷 Euronext Paris1.71%
- 🇩🇪 FRA1.28%
- 🇭🇰 Hong Kong Exchanges0.8%
- 🇵🇹 Euronext Lisbon0.38%
- 🇳🇱 Euronext Amsterdam0.38%
- 🇺🇸 OTC Markets Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.91%
- 🇬🇧 United Kingdom2.97%
- 🇳🇱 Netherlands1.88%
- 🇫🇷 France1.71%
- 🇹🇼 Taiwan1.47%
- 🇩🇪 Germany1.35%
- 🇨🇳 China1.23%
- 🇨🇦 Canada1.16%
- 🇸🇪 Sweden0.84%
- 🇮🇪 Ireland0.64%
- 🇭🇰 Hong Kong0.56%
- 🇧🇷 Brazil0.5%
- 🇰🇷 South Korea0.5%
- 🇮🇱 Israel0.42%
- 🇵🇹 Portugal0.38%
- 🇨🇭 Switzerland0.29%
- 🇺🇾 Uruguay0.28%
- 🇯🇵 Japan0.21%
- 🇦🇷 Argentina0.12%
- 🇧🇲 Bermuda0.09%
- 🇸🇬 Singapore0.04%
Dividends
Dividend Yield
0.58%
44 out of 101 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $LMP.L (6.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.21% | 3.52% | - |
 GS | 0.04% | 1.79% | $11 |
 NWG.L | 0.04% | 4.68% | $0.17 |
 MSFT | 0.02% | 0.73% | $3 |
 MCD | 0.02% | 2.92% | $6.53 |
 AXP | 0.02% | 1.16% | $2.6 |
 KR | 0.02% | 2.46% | $1.16 |
 DIS | 0.02% | 1.45% | $0.75 |
 AV.L | 0.01% | 5.56% | $0.33 |
 TMUS | 0.01% | 2.51% | $1.95 |
 KO | 0.01% | 2.34% | $1.89 |
 AAPL | 0.01% | 0.31% | $0.97 |
 AmitKup | 0.01% | 2.34% | - |
 TSCO | 0.01% | 2.88% | $4.26 |
 META | 0.01% | 0.28% | $1 |
 TSM | 0.01% | 0.67% | $1.74 |
 CSCO | 0.01% | 1.56% | $1.58 |
 ORCL | 0.01% | 1.34% | $1.6 |
 MA | 0.01% | 0.61% | $2.46 |
 GOOG | 0.01% | 0.24% | $0.2 |
 MKC | 0.01% | 3.87% | $1.62 |
 SAP.DE | 0.01% | 1.36% | $2.2 |
 V | 0.01% | 0.72% | $2.01 |
 ASML | 0.01% | 0.43% | $5.57 |
 JD.US | 0.01% | 3.63% | $0.74 |
 INTU | 0.01% | 1.64% | $3.6 |
 SBUX | 0.01% | 2.59% | $2.24 |
 NTDOY | 0.01% | 2.41% | $0.24 |
 0700.HK | 0% | 1.2% | $3.4 |
 GAW.L | 0% | 2.4% | $5.5 |
 CRM | 0% | 0.73% | $0.4 |
 BBOX.L | 0% | 5.45% | $0.07 |
 PSON.L | 0% | 2.1% | $0.23 |
 AUTO.L | 0% | 2.4% | $0.1 |
 BABA | 0% | 0.91% | $0.98 |
 MTCH | 0% | 1.88% | - |
 LMP.L | 0% | 6.91% | $0.1 |
 PAYC | 0% | 0.67% | $1.5 |
 JKHY | 0% | 1.6% | $2.14 |
 PYPL | 0% | 0.79% | - |
 RMD | 0% | 1.07% | $1.92 |
 PRU.L | 0% | 2.07% | $0.28 |
 SMSN.L | 0% | 0.3% | $23.68 |
 ITUB | 0% | -1.66% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AUTO.L | Pay Day | Sep 25, 2026 | $0.10 |
META | Pay Day | Sep 28, 2026 | $0.53 |
NTDOY | Ex-Dividend | Oct 1, 2026 | $0.15 |
AXP | Ex-Dividend | Oct 2, 2026 | $0.95 |
ITUB | Ex-Dividend | Oct 2, 2026 | -$0.22 |
ITUB (triangulacapital) | Ex-Dividend | Oct 2, 2026 | -$0.22 |
CSCO | Ex-Dividend | Oct 6, 2026 | $0.42 |
MKC | Ex-Dividend | Oct 6, 2026 | $0.48 |
MTCH | Ex-Dividend | Oct 7, 2026 | $0.20 |
MA | Ex-Dividend | Oct 9, 2026 | $0.87 |
INTU | Ex-Dividend | Oct 9, 2026 | $1.20 |
ORCL | Ex-Dividend | Oct 10, 2026 | $0.50 |
 DG.PA (triangulacapital) | Ex-Dividend | Oct 21, 2026 | $4.66 |
ASML | Ex-Dividend | Oct 28, 2026 | $3.17 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
SBUX | Ex-Dividend | Nov 14, 2026 | $0.62 |
KR | Ex-Dividend | Nov 14, 2026 | $0.35 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
RMD | Ex-Dividend | Nov 20, 2026 | $0.60 |
 UMG.NV (triangulacapital) | Ex-Dividend | Nov 20, 2026 | $0.32 |
TSCO | Ex-Dividend | Nov 24, 2026 | $0.24 |
PAYC | Ex-Dividend | Nov 24, 2026 | $0.38 |
TMUS | Ex-Dividend | Nov 28, 2026 | $1.02 |
 CEPU (DennisFantoni) | Ex-Dividend | Nov 29, 2026 | $0.35 |
MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
GS | Ex-Dividend | Dec 1, 2026 | $4.50 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
JKHY | Ex-Dividend | Dec 4, 2026 | $0.61 |
KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
 WU (AmitKup) | Ex-Dividend | Dec 16, 2026 | $0.23 |
CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jan 7, 2027 | $3.28 |
 FUTR.L (AmitKup) | Ex-Dividend | Jan 13, 2027 | $0.23 |
 RKT.L (triangulacapital) | Ex-Dividend | Feb 4, 2027 | $1.70 |
 AZN (triangulacapital) | Ex-Dividend | Feb 7, 2027 | $0.52 |
 BCS (triangulacapital) | Ex-Dividend | Feb 7, 2027 | $0.30 |
PSON.L | Ex-Dividend | Feb 11, 2027 | $0.17 |
 NWG (triangulacapital) | Ex-Dividend | Feb 14, 2027 | $0.62 |
AV.L | Ex-Dividend | Feb 18, 2027 | $0.35 |
PRU.L | Ex-Dividend | Feb 18, 2027 | $0.19 |
PRU.L (triangulacapital) | Ex-Dividend | Feb 18, 2027 | $0.19 |
NWG.L | Ex-Dividend | Feb 25, 2027 | $0.31 |
AUTO.L | Ex-Dividend | Feb 25, 2027 | $0.10 |
 1299.HK (triangulacapital) | Ex-Dividend | Mar 4, 2027 | $0.18 |
JD.US | Ex-Dividend | Apr 9, 2027 | $1.00 |
 SAN.PA (triangulacapital) | Ex-Dividend | May 5, 2027 | $4.84 |
SAP.DE | Ex-Dividend | May 6, 2027 | $2.95 |
 JMT.LSB (triangulacapital) | Ex-Dividend | May 8, 2027 | $0.76 |
0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
 TE.PA (triangulacapital) | Ex-Dividend | May 18, 2027 | $1.18 |
 RF.PA (triangulacapital) | Ex-Dividend | May 18, 2027 | $3.01 |
 VNA.DE (triangulacapital) | Ex-Dividend | May 22, 2027 | $1.45 |
 VK.PA (triangulacapital) | Ex-Dividend | May 26, 2027 | $1.71 |
 KGX.DE (triangulacapital) | Ex-Dividend | May 29, 2027 | $0.72 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 4.4/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
-1.05
-1.05
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
-1.05
-1.05
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.52
High:
TSLA
372.52TSLALow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-337.81
High:TSCO
1,301.92TSCOLow:CRWD
-5,401.66CRWDDetails
Price/Book
8.21
High:
FTNT
116.82FTNTLow:MCD
-151.69MCDDetails
Price/Sales
7.53
High:
SMR
154.81SMRLow:
FTCHQ
-FTCHQDetails
Price/CF
19.69
High:FTCHQ
331.51FTCHQLow:GS
2.27GSDetails
Price/FCF
43.98
High:SBUX
1,256.06SBUXLow:GS
2.44GSDetails
P/E Ratio
32.52
High:TSLA
372.52TSLALow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-337.81
High:TSCO
1,301.92TSCOLow:CRWD
-5,401.66CRWDDetails
Price/Book
8.21
High:FTNT
116.82FTNTLow:MCD
-151.69MCDDetails
Price/Sales
7.53
High:SMR
154.81SMRLow:FTCHQ
-FTCHQDetails
Price/CF
19.69
High:FTCHQ
331.51FTCHQLow:GS
2.27GSDetails
Price/FCF
43.98
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 |
-1.9% | May 2021 | Jun 2021 | 1 |
-1.79% | Jun 2026 | Aug 2026 | 2 |
-1.64% | Mar 2019 | Jun 2019 | 3 |
-1% | Dec 2024 | Jan 2025 | 1 |
-0.16% | Jul 2021 | Aug 2021 | 1 |