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+4.7%
This Month
+4.7%
Year To Date
+56.75%
2 Years
+90.28%
5 Years
+90.28%
10 Years
+31.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading51.52%
- 🖥️ Technology Services20.59%
- 🛍️ Retail Trade7.06%
- 💰 Finance6.72%
- ⛏️ Energy Minerals5.61%
- 🚗 Consumer Durables5.36%
- 💼 Commercial Services2.64%
- 💵 Cash0.64%
- 🛠️ Producer Manufacturing0.05%
- 🧬 Health Technology0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.41%
- 🇺🇸 NYSE23.84%
- 🇫🇷 Euronext Paris9.72%
- 🇸🇪 Stockholm Stock Exchange3.93%
- 🇳🇱 Euronext Amsterdam3.41%
- 🇮🇹 Borsa Italiana3.16%
- 🇬🇧 LSE2.79%
- 🇭🇰 Hong Kong Exchanges2.09%
- 🇳🇴 Oslo Stock Exchange1.47%
- 🇦🇪 Dubai Financial Market1.31%
- 🇨🇭 SIX0.17%
- 🇩🇰 Copenhagen Stock Exchange0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.35%
- 🇫🇷 France9.72%
- 🇬🇧 United Kingdom6.45%
- 🇫🇮 Finland3.93%
- 🇳🇱 Netherlands3.59%
- 🇮🇹 Italy3.56%
- 🇨🇳 China2.58%
- 🇳🇴 Norway1.47%
- 🇹🇼 Taiwan0.6%
- 🇮🇱 Israel0.56%
- 🇭🇰 Hong Kong0.27%
- 🇧🇷 Brazil0.24%
- 🇧🇲 Bermuda0.19%
- 🇰🇷 South Korea0.18%
- 🇨🇭 Switzerland0.17%
- 🇨🇦 Canada0.14%
- 🇩🇰 Denmark0.11%
Dividends
Dividend Yield
1.77%
17 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NDA_SE.ST (5.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.89% | 3.83% | - |
 NDA_SE.ST | 0.23% | 5.98% | $10.62 |
 INGA.NV | 0.11% | 4.3% | $1.11 |
 LuxuryBrands | 0.09% | 1.73% | - |
 FANG | 0.08% | 2.5% | $9.26 |
 EOG | 0.08% | 3.57% | $5.06 |
 CVS | 0.07% | 3.6% | $2.54 |
 BAH | 0.06% | 2.46% | $1.96 |
 GM | 0.04% | 0.74% | $0.42 |
 GOOG | 0.03% | 0.24% | $0.2 |
 BigTech | 0.03% | 0.26% | - |
 META | 0.02% | 0.29% | $1 |
 Chip-Tech | 0.02% | 0.37% | - |
 AI-Revolution | 0.02% | 0.36% | - |
 CyberSecurity | 0% | 0.09% | - |
 GEV | 0% | -0.18% | - |
 ITUB | 0% | -0.37% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
1.52
1.52
0
0.5
1
2
2
Sortino Ratio
3.09
3.09
0
1
2
4
4
Jensen's Alpha
3.78
3.78
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
2.56
2.56
0
0.3
0.6
3
3
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
1.52
1.52
0
0.5
1
2
2
Sortino Ratio
3.09
3.09
0
1
2
4
4
Jensen's Alpha
3.78
3.78
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
2.56
2.56
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
32.13
High:CVS
193.44CVSLow:
AGEN
-1.46AGENDetails
PEG Ratio
553.95
High:BAH
4,013.04BAHLow:AGEN
-1.8AGENDetails
Price/Book
8.53
High:GEV
17.16GEVLow:AGEN
-0.37AGENDetails
Price/Sales
6.67
High:
LIDR
314.35LIDRLow:CVS
0.24CVSDetails
Price/CF
17.98
High:AGEN
42.65AGENLow:GM
2.8GMDetails
Price/FCF
52.13
High:
AMZN
225.5AMZNLow:NDA_SE.ST
5.24NDA_SE.STDetails
P/E Ratio
32.13
High:CVS
193.44CVSLow:AGEN
-1.46AGENDetails
PEG Ratio
553.95
High:BAH
4,013.04BAHLow:AGEN
-1.8AGENDetails
Price/Book
8.53
High:GEV
17.16GEVLow:AGEN
-0.37AGENDetails
Price/Sales
6.67
High:LIDR
314.35LIDRLow:CVS
0.24CVSDetails
Price/CF
17.98
High:AGEN
42.65AGENLow:GM
2.8GMDetails
Price/FCF
52.13
High:AMZN
225.5AMZNLow:NDA_SE.ST
5.24NDA_SE.STDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.18% | Feb 2025 | Jun 2025 | 4 |
-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 |