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0%
This Month
+9.29%
Year To Date
+45.06%
2 Years
+98.63%
5 Years
+98.63%
10 Years
+29.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading31.31%
- 🖥️ Technology Services23.68%
- 💵 Cash19.85%
- 🛍️ Retail Trade9%
- ⛏️ Energy Minerals7.85%
- 💰 Finance7.51%
- 🚗 Consumer Durables5.76%
- 💼 Commercial Services2.69%
- 🛠️ Producer Manufacturing0.1%
- 🧬 Health Technology0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.39%
- 🇺🇸 NYSE20.36%
- 🇸🇪 Stockholm Stock Exchange4.4%
- 🇳🇱 Euronext Amsterdam3%
- 🇬🇧 LSE0.32%
- Regular Trading Hours - RTH0.11%
- 🇩🇪 FRA0.09%
- 🇫🇷 Euronext Paris0.08%
- 🇨🇭 SIX0.04%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇵🇹 Euronext Lisbon0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.47%
- 🇫🇮 Finland4.4%
- 🇳🇱 Netherlands3.21%
- 🇹🇼 Taiwan0.82%
- 🇨🇳 China0.68%
- 🇮🇱 Israel0.5%
- 🇰🇷 South Korea0.3%
- 🇬🇧 United Kingdom0.29%
- 🇧🇷 Brazil0.28%
- 🇭🇰 Hong Kong0.28%
- 🇨🇦 Canada0.24%
- 🇩🇪 Germany0.09%
- 🇫🇷 France0.08%
- 🇨🇭 Switzerland0.04%
- 🇪🇸 Spain0.03%
- 🇵🇹 Portugal0.02%
Dividends
Dividend Yield
0.93%
16 out of 19 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $NDA_SE.ST (6.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NDA_SE.ST | 0.27% | 6.08% | $10.62 |
 INGA.NV | 0.12% | 4.33% | $1.11 |
 FANG | 0.11% | 2.24% | $9.26 |
 EOG | 0.1% | 3.15% | $5.06 |
 CVS | 0.08% | 3.48% | $2.54 |
 BAH | 0.07% | 2.78% | $1.96 |
 GM | 0.05% | 0.78% | $0.42 |
 GOOG | 0.04% | 0.25% | $0.2 |
 BigTech | 0.03% | 0.23% | - |
 META | 0.03% | 0.31% | $1 |
 Chip-Tech | 0.02% | 0.33% | - |
 AI-Revolution | 0.02% | 0.34% | - |
 triangulacapital | 0.01% | 3.43% | - |
 CyberSecurity | 0.01% | 0.11% | - |
 GEV | 0% | -0.15% | - |
 ITUB | -0.02% | -5.62% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Pay Day | May 4, 2026 | $0.67 |
 TXN (AI-Revolution) | Ex-Dividend | May 5, 2026 | $1.42 |
 SAN.PA (triangulacapital) | Ex-Dividend | May 5, 2026 | $4.84 |
 SAP.DE (triangulacapital) | Ex-Dividend | May 6, 2026 | $2.95 |
 SIMO (Chip-Tech) | Ex-Dividend | May 7, 2026 | $0.50 |
SAN.PA (triangulacapital) | Pay Day | May 7, 2026 | $4.84 |
SAP.DE (triangulacapital) | Pay Day | May 8, 2026 | $2.95 |
TXN (AI-Revolution) | Pay Day | May 19, 2026 | $1.42 |
 MSFT (BigTech) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (BigTech) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
AMAT (Chip-Tech) | Ex-Dividend | May 21, 2026 | $0.53 |
SIMO (Chip-Tech) | Pay Day | May 21, 2026 | $0.50 |
 QCOM (Chip-Tech) | Ex-Dividend | Jun 4, 2026 | $0.92 |
MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
 TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
AMAT (Chip-Tech) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (Chip-Tech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
QCOM (Chip-Tech) | Pay Day | Jun 25, 2026 | $0.92 |
 REP.MC (triangulacapital) | Ex-Dividend | Jul 6, 2026 | $0.59 |
REP.MC (triangulacapital) | Pay Day | Jul 8, 2026 | $0.59 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (Chip-Tech) | Pay Day | Jul 9, 2026 | $0.95 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
Performance Metrics
Score 7.1/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
2.26
2.26
0
1
2
3
3
Jensen's Alpha
3.09
3.09
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
2.15
2.15
0
0.3
0.6
3
3
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
2.26
2.26
0
1
2
3
3
Jensen's Alpha
3.09
3.09
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
2.15
2.15
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
31.1
High:GEV
56.37GEVLow:
AGEN
-11.38AGENDetails
PEG Ratio
441.38
High:BAH
3,601.07BAHLow:AGEN
-11.74AGENDetails
Price/Book
7.98
High:GEV
24.18GEVLow:AGEN
-0.58AGENDetails
Price/Sales
6.46
High:
LIDR
343.42LIDRLow:CVS
0.25CVSDetails
Price/CF
19.28
High:AGEN
42.65AGENLow:GM
2.8GMDetails
Price/FCF
63.67
High:
AMZN
325.85AMZNLow:ITUB
6.27ITUBDetails
P/E Ratio
31.1
High:GEV
56.37GEVLow:AGEN
-11.38AGENDetails
PEG Ratio
441.38
High:BAH
3,601.07BAHLow:AGEN
-11.74AGENDetails
Price/Book
7.98
High:GEV
24.18GEVLow:AGEN
-0.58AGENDetails
Price/Sales
6.46
High:LIDR
343.42LIDRLow:CVS
0.25CVSDetails
Price/CF
19.28
High:AGEN
42.65AGENLow:GM
2.8GMDetails
Price/FCF
63.67
High:AMZN
325.85AMZNLow:ITUB
6.27ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.18% | Feb 2025 | Jun 2025 | 4 |
-7.53% | Feb 2026 | Apr 2026 | 2 |
-6.97% | Aug 2023 | Dec 2023 | 4 |
-1.56% | Dec 2024 | Jan 2025 | 1 |
-1.49% | Apr 2024 | May 2024 | 1 |
-1.03% | Jul 2024 | Aug 2024 | 1 |
-0.46% | Apr 2023 | Jun 2023 | 2 |
-0.44% | Oct 2024 | Nov 2024 | 1 |