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+0.2%
This Month
-6.21%
Year To Date
+30.57%
2 Years
+45.77%
5 Years
+69.82%
10 Years
+9.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading97.9%
- 🪙 Cryptocurrencies1.9%
- 🚗 Consumer Durables0.19%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE22.13%
- 🇬🇧 LSE20.72%
- 🇩🇪 FRA17.46%
- 🇫🇷 Euronext Paris10.7%
- 🌍 Digital Currency5.08%
- 🇺🇸 Nasdaq4.02%
- 🇳🇴 Oslo Stock Exchange3.29%
- 🇨🇭 SIX1.03%
- 🇳🇱 Euronext Amsterdam0.23%
- 🇧🇪 Euronext Brussels0.18%
- 🇮🇹 Borsa Italiana0.13%
- 🇩🇪 Xetra ETFs0.06%
- 🇦🇺 Sydney0.03%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom24.97%
- 🇩🇪 Germany17.46%
- 🇫🇷 France10.39%
- 🇺🇸 United States6.84%
- 🇳🇴 Norway3.29%
- 🇨🇭 Switzerland1.03%
- 🇮🇪 Ireland0.52%
- 🇧🇪 Belgium0.5%
- 🇳🇱 Netherlands0.41%
- 🇹🇼 Taiwan0.32%
- 🇧🇷 Brazil0.32%
- 🇨🇳 China0.29%
- 🇱🇺 Luxembourg0.29%
- 🇰🇾 Cayman Islands0.19%
- 🇦🇺 Australia0.16%
- 🇪🇸 Spain0.15%
- 🇮🇱 Israel0.14%
- 🇮🇹 Italy0.13%
- 🇺🇾 Uruguay0.08%
- 🇩🇰 Denmark0.05%
Dividends
Dividend Yield
2.49%
5 out of 9 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: MCGINTYE (5.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 1.41% | 3.08% | - |
 thomaspj | 0.62% | 1.82% | - |
 MCGINTYE | 0.4% | 5.65% | - |
 Michalhla | 0.06% | 0.9% | - |
 misterg23 | 0% | 0.06% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RKT.L (triangulacapital) | Ex-Dividend | Apr 9, 2026 | $1.70 |
 LLOY.L (MCGINTYE) | Ex-Dividend | Apr 9, 2026 | $0.03 |
 HBR.L (MCGINTYE) | Ex-Dividend | Apr 9, 2026 | $0.11 |
 PHNX.L (MCGINTYE) | Ex-Dividend | Apr 9, 2026 | $0.37 |
 EMG.L (MCGINTYE) | Ex-Dividend | Apr 9, 2026 | $0.12 |
 PZC.L (MCGINTYE) | Pay Day | Apr 9, 2026 | $0.02 |
 UL.US (triangulacapital) | Pay Day | Apr 10, 2026 | $0.56 |
 ULVR.L (MCGINTYE) | Pay Day | Apr 10, 2026 | $0.64 |
 O (MCGINTYE) | Pay Day | Apr 15, 2026 | $0.27 |
 RIO.L (MCGINTYE) | Pay Day | Apr 16, 2026 | $2.54 |
 LMP.L (MCGINTYE) | Pay Day | Apr 17, 2026 | $0.04 |
 CL (Michalhla) | Ex-Dividend | Apr 20, 2026 | $0.53 |
 RR.L (thomaspj) | Ex-Dividend | Apr 23, 2026 | $0.07 |
 HSBA.L (MCGINTYE) | Pay Day | Apr 30, 2026 | $0.45 |
 NWG.L (MCGINTYE) | Pay Day | May 5, 2026 | $0.31 |
 ABDN.L (MCGINTYE) | Pay Day | May 6, 2026 | $0.10 |
 ADM.L (MCGINTYE) | Ex-Dividend | May 7, 2026 | $0.23 |
 PHP.L (MCGINTYE) | Pay Day | May 8, 2026 | $0.02 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
 AV.L (MCGINTYE) | Pay Day | May 14, 2026 | $0.35 |
 BTRW.L (triangulacapital) | Pay Day | May 15, 2026 | $0.07 |
CL (Michalhla) | Pay Day | May 15, 2026 | $0.53 |
BTRW.L (MCGINTYE) | Pay Day | May 15, 2026 | $0.07 |
 TW.L (MCGINTYE) | Pay Day | May 15, 2026 | $0.04 |
 KBC.BR (Michalhla) | Ex-Dividend | May 18, 2026 | $4.87 |
LLOY.L (MCGINTYE) | Pay Day | May 19, 2026 | $0.03 |
KBC.BR (Michalhla) | Pay Day | May 20, 2026 | $4.87 |
HBR.L (MCGINTYE) | Pay Day | May 20, 2026 | $0.11 |
PHNX.L (MCGINTYE) | Pay Day | May 20, 2026 | $0.37 |
EMG.L (MCGINTYE) | Pay Day | May 20, 2026 | $0.12 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
ADM.L (MCGINTYE) | Pay Day | Jun 5, 2026 | $0.23 |
 TSM (Michalhla) | Ex-Dividend | Jun 11, 2026 | $0.95 |
RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
 PSN.L (MCGINTYE) | Ex-Dividend | Jun 18, 2026 | $0.54 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jul 7, 2026 | $3.28 |
GFC.PA (triangulacapital) | Pay Day | Jul 9, 2026 | $3.28 |
TSM (Michalhla) | Pay Day | Jul 9, 2026 | $0.95 |
 BATS.L (MCGINTYE) | Ex-Dividend | Jul 9, 2026 | $0.83 |
PSN.L (MCGINTYE) | Pay Day | Jul 10, 2026 | $0.54 |
BATS.L (MCGINTYE) | Pay Day | Aug 14, 2026 | $0.83 |
Performance Metrics
Score 4.1/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-1.67
-1.67
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-1.67
-1.67
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-6.34
High:
NIO
-6.31NIOLow:
NIU
-37.53NIUDetails
PEG Ratio
-24.93
High:NIO
-17.39NIOLow:NIU
-47.17NIUDetails
Price/Book
24.71
High:NIO
26.73NIOLow:NIU
1.57NIUDetails
Price/Sales
1.25
High:NIO
1.26NIOLow:NIU
0.37NIUDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-6.34
High:NIO
-6.31NIOLow:NIU
-37.53NIUDetails
PEG Ratio
-24.93
High:NIO
-17.39NIOLow:NIU
-47.17NIUDetails
Price/Book
24.71
High:NIO
26.73NIOLow:NIU
1.57NIUDetails
Price/Sales
1.25
High:NIO
1.26NIOLow:NIU
0.37NIUDetails
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 |
-7% | Oct 2025 | - | 7 |
-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 |