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-2.11%
This Month
+16.95%
Year To Date
+52.97%
2 Years
+112.54%
5 Years
+112.54%
10 Years
+31.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading38.61%
- 🖥️ Technology Services22.47%
- 💵 Cash11.17%
- 🛍️ Retail Trade8.88%
- 💰 Finance7.75%
- ⛏️ Energy Minerals7.71%
- 🚗 Consumer Durables5.89%
- 💼 Commercial Services2.59%
- 🛠️ Producer Manufacturing0.08%
- 🧬 Health Technology0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.75%
- 🇺🇸 NYSE21.72%
- 🇸🇪 Stockholm Stock Exchange4.49%
- 🇳🇱 Euronext Amsterdam3.2%
- 🇬🇧 LSE0.43%
- Regular Trading Hours - RTH0.11%
- 🇩🇪 FRA0.1%
- 🇫🇷 Euronext Paris0.09%
- 🇨🇭 SIX0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.82%
- 🇫🇮 Finland4.49%
- 🇳🇱 Netherlands3.45%
- 🇹🇼 Taiwan0.85%
- 🇨🇳 China0.55%
- 🇮🇱 Israel0.54%
- 🇬🇧 United Kingdom0.47%
- 🇰🇷 South Korea0.42%
- 🇨🇦 Canada0.41%
- 🇭🇰 Hong Kong0.32%
- 🇧🇷 Brazil0.27%
- 🇩🇪 Germany0.1%
- 🇫🇷 France0.09%
- 🇨🇭 Switzerland0.02%
Dividends
Dividend Yield
0.92%
16 out of 19 instruments pay dividend.
26 dividend payments in the next 30 days.
Highest Dividend: $NDA_SE.ST (5.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NDA_SE.ST | 0.27% | 5.99% | $10.62 |
 INGA.NV | 0.12% | 4.05% | $1.11 |
 FANG | 0.09% | 2.07% | $9.26 |
 EOG | 0.09% | 2.9% | $5.06 |
 CVS | 0.08% | 2.8% | $2.54 |
 BAH | 0.07% | 2.85% | $1.96 |
 GM | 0.05% | 0.79% | $0.42 |
 GOOG | 0.04% | 0.23% | $0.2 |
 BigTech | 0.03% | 0.18% | - |
 META | 0.02% | 0.34% | $1 |
 Chip-Tech | 0.02% | 0.2% | - |
 AI-Revolution | 0.02% | 0.27% | - |
 triangulacapital | 0.02% | 4.05% | - |
 CyberSecurity | 0% | 0.08% | - |
 GEV | 0% | -0.18% | - |
 ITUB | 0% | -1.82% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GEV | Ex-Dividend | Jun 16, 2026 | -$0.50 |
 SWKS (Chip-Tech) | Pay Day | Jun 16, 2026 | $0.71 |
 ADI.US (Chip-Tech) | Pay Day | Jun 16, 2026 | $1.10 |
 LRCX (BigTech) | Ex-Dividend | Jun 17, 2026 | $0.26 |
LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
LRCX (Chip-Tech) | Ex-Dividend | Jun 17, 2026 | $0.26 |
GM | Pay Day | Jun 18, 2026 | $0.18 |
META | Pay Day | Jun 25, 2026 | $0.53 |
META (BigTech) | Pay Day | Jun 25, 2026 | $0.53 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
 QCOM (Chip-Tech) | Pay Day | Jun 25, 2026 | $0.92 |
BAH | Pay Day | Jun 26, 2026 | $0.59 |
 NVDA (BigTech) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Chip-Tech) | Pay Day | Jun 26, 2026 | $0.25 |
 UL.US (triangulacapital) | Pay Day | Jun 26, 2026 | $0.55 |
 SHEL (triangulacapital) | Pay Day | Jun 29, 2026 | $0.78 |
 NTR (triangulacapital) | Ex-Dividend | Jun 30, 2026 | $0.55 |
 CRM (BigTech) | Pay Day | Jul 2, 2026 | $0.44 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
 GRI.L (triangulacapital) | Pay Day | Jul 3, 2026 | $0.04 |
 CSCO (CyberSecurity) | Ex-Dividend | Jul 6, 2026 | $0.42 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jul 7, 2026 | $3.28 |
LRCX (BigTech) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (Chip-Tech) | Pay Day | Jul 8, 2026 | $0.26 |
 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 |
GFC.PA (triangulacapital) | Pay Day | Jul 9, 2026 | $3.28 |
 BABA (BigTech) | Pay Day | Jul 13, 2026 | $1.05 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
GEV | Pay Day | Jul 14, 2026 | -$0.50 |
EOG | Ex-Dividend | Jul 17, 2026 | $1.02 |
NTR (triangulacapital) | Pay Day | Jul 17, 2026 | $0.55 |
CSCO (CyberSecurity) | Pay Day | Jul 22, 2026 | $0.42 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
EOG | Pay Day | Jul 31, 2026 | $1.02 |
 SIMO (Chip-Tech) | Ex-Dividend | Aug 6, 2026 | $0.50 |
SIMO (Chip-Tech) | Pay Day | Aug 20, 2026 | $0.50 |
Performance Metrics
Score 7.5/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
2.96
2.96
0
1
2
3
3
Jensen's Alpha
3.28
3.28
-2
0
2
4.5
4.5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
2.66
2.66
0
0.3
0.6
3
3
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
2.96
2.96
0
1
2
3
3
Jensen's Alpha
3.28
3.28
-2
0
2
4.5
4.5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
2.66
2.66
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
27.59
High:FANG
228.82FANGLow:
LIDR
-1.73LIDRDetails
PEG Ratio
137.85
High:META
376.16METALow:LIDR
-2.54LIDRDetails
Price/Book
7.6
High:GEV
18.59GEVLow:
AGEN
-0.59AGENDetails
Price/Sales
6.55
High:LIDR
328.22LIDRLow:CVS
0.3CVSDetails
Price/CF
17.09
High:AGEN
42.65AGENLow:GM
2.9GMDetails
Price/FCF
64.48
High:
AMZN
325.85AMZNLow:NDA_SE.ST
8.57NDA_SE.STDetails
P/E Ratio
27.59
High:FANG
228.82FANGLow:LIDR
-1.73LIDRDetails
PEG Ratio
137.85
High:META
376.16METALow:LIDR
-2.54LIDRDetails
Price/Book
7.6
High:GEV
18.59GEVLow:AGEN
-0.59AGENDetails
Price/Sales
6.55
High:LIDR
328.22LIDRLow:CVS
0.3CVSDetails
Price/CF
17.09
High:AGEN
42.65AGENLow:GM
2.9GMDetails
Price/FCF
64.48
High:AMZN
325.85AMZNLow:NDA_SE.ST
8.57NDA_SE.STDetails
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 |
-2.11% | Jun 2026 | - | 1 |
-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 |