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-0.42%
Today
+7.48%
This Month
+11.38%
Year To Date
+71.74%
2 Years
+53.78%
5 Years
+10.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading79.85%
- 🪙 Cryptocurrencies8.14%
- 🚗 Consumer Durables0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE22.41%
- 🌍 Digital Currency18.91%
- 🇫🇷 Euronext Paris10.51%
- 🇬🇧 LSE7.85%
- 🇺🇸 Nasdaq7.2%
- 🇳🇱 Euronext Amsterdam5.86%
- 🇸🇪 Stockholm Stock Exchange3.42%
- 🇩🇰 Copenhagen Stock Exchange3.4%
- 🇮🇹 Borsa Italiana3.13%
- 🇪🇸 Bolsa De Madrid1.9%
- 🇭🇰 Hong Kong Exchanges0.15%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom18.34%
- 🇺🇸 United States15.27%
- 🇫🇷 France10.51%
- 🇳🇱 Netherlands5.86%
- 🇫🇮 Finland3.42%
- 🇩🇰 Denmark3.4%
- 🇮🇹 Italy3.13%
- 🇧🇷 Brazil2.88%
- 🇪🇸 Spain1.9%
- 🇨🇳 China0.59%
Dividends
Dividend Yield
2.23%
3 out of 7 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.45%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 2.02% | 4.45% | - |
 thomaspj | 0.19% | 0.91% | - |
 misterg23 | 0.01% | 0.1% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
 V (misterg23) | Pay Day | Jun 2, 2025 | $0.59 |
V (thomaspj) | Pay Day | Jun 2, 2025 | $0.59 |
 LAND.L (triangulacapital) | Ex-Dividend | Jun 12, 2025 | $0.16 |
 MSFT (thomaspj) | Pay Day | Jun 12, 2025 | $0.83 |
 HSBC (triangulacapital) | Pay Day | Jun 20, 2025 | $0.50 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
Performance Metrics
Score 3.9/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-1.55
-1.55
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-1.55
-1.55
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-2.47
High:
NIO
-2.41NIOLow:
NIU
-12.61NIUDetails
PEG Ratio
-27.03
High:NIO
-18.55NIOLow:NIU
-37.14NIUDetails
Price/Book
8.13
High:NIO
8.77NIOLow:NIU
2.46NIUDetails
Price/Sales
0.83
High:NIO
0.84NIOLow:NIU
0.65NIUDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-2.47
High:NIO
-2.41NIOLow:NIU
-12.61NIUDetails
PEG Ratio
-27.03
High:NIO
-18.55NIOLow:NIU
-37.14NIUDetails
Price/Book
8.13
High:NIO
8.77NIOLow:NIU
2.46NIUDetails
Price/Sales
0.83
High:NIO
0.84NIOLow:NIU
0.65NIUDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.28% | Sep 2021 | Mar 2024 | 30 |
-10.63% | Dec 2024 | May 2025 | 5 |
-7.72% | Feb 2021 | Aug 2021 | 6 |
-6.87% | Jun 2024 | Sep 2024 | 3 |
-4.53% | Apr 2024 | May 2024 | 1 |
-4.37% | Oct 2024 | Nov 2024 | 1 |
-3.4% | Sep 2020 | Nov 2020 | 2 |
-0.74% | Jun 2020 | Jul 2020 | 1 |