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0%
Today
0%
This Month
+6.17%
Year To Date
+51.24%
2 Years
+51.24%
5 Years
+33.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.78%
- 🖥️ Technology Services18.81%
- 🛍️ Retail Trade8.29%
- ⛏️ Energy Minerals7.47%
- 💰 Finance5.4%
- 💼 Commercial Services4.74%
- 🚗 Consumer Durables3.93%
- 💵 Cash1.11%
- 🧬 Health Technology0.11%
- 🛠️ Producer Manufacturing0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.92%
- 🇺🇸 NYSE24.19%
- 🇬🇧 LSE5.4%
- 🇸🇪 Stockholm Stock Exchange4.65%
- 🇳🇱 Euronext Amsterdam4.1%
- 🇫🇷 Euronext Paris2.71%
- 🇪🇸 Bolsa De Madrid2.22%
- 🇮🇹 Borsa Italiana1.36%
- 🇩🇪 FRA1.25%
- 🇧🇪 Euronext Brussels0.97%
- 🇨🇭 SIX0.33%
- 🇩🇰 Copenhagen Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.11%
- 🇬🇧 United Kingdom7.28%
- 🇫🇮 Finland4.65%
- 🇳🇱 Netherlands4.53%
- 🇫🇷 France2.71%
- 🇪🇸 Spain2.22%
- 🇮🇹 Italy1.59%
- 🇩🇪 Germany1.25%
- 🇧🇷 Brazil1.07%
- 🇧🇪 Belgium0.97%
- 🇨🇳 China0.68%
- 🇹🇼 Taiwan0.5%
- 🇮🇱 Israel0.44%
- 🇮🇪 Ireland0.39%
- 🇨🇭 Switzerland0.33%
- 🇨🇦 Canada0.21%
- 🇩🇰 Denmark0.21%
- 🇰🇷 South Korea0.09%
- 🇱🇺 Luxembourg0.07%
Dividends
Dividend Yield
1.9%
16 out of 19 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $NDA_SE.ST (8.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.76% | 4.29% | - |
 NDA_SE.ST | 0.28% | 8.02% | $10.62 |
 FANG | 0.21% | 5.04% | $9.26 |
 INGA.NV | 0.13% | 6.89% | $1.11 |
 EOG | 0.09% | 2.95% | $5.06 |
 LuxuryBrands | 0.09% | 1.3% | - |
 CVS | 0.08% | 4.71% | $2.54 |
 BAH | 0.08% | 1.61% | $1.96 |
 GM | 0.04% | 0.97% | $0.42 |
 BigTech | 0.03% | 0.36% | - |
 GOOG | 0.03% | 0.29% | $0.2 |
 META | 0.03% | 0.29% | $1 |
 Chip-Tech | 0.02% | 0.64% | - |
 CyberSecurity | 0.01% | 0.19% | - |
 AI-Revolution | 0.01% | 0.22% | - |
 GEV | 0% | 0.07% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Pay Day | Feb 3 | $0.66 |
 LVS (LuxuryBrands) | Ex-Dividend | Feb 10 | $0.20 |
 AAPL (BigTech) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (BigTech) | Pay Day | Feb 13 | $0.25 |
BAH | Ex-Dividend | Feb 14 | $0.55 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
 TER (Chip-Tech) | Ex-Dividend | Feb 14 | $0.12 |
LVS (LuxuryBrands) | Pay Day | Feb 19 | $0.20 |
 ENTG (Chip-Tech) | Pay Day | Feb 19 | $0.10 |
 MSFT (BigTech) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
AMAT (Chip-Tech) | Ex-Dividend | Feb 20 | $0.40 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
BAH | Pay Day | Mar 4 | $0.55 |
 QCOM (BigTech) | Ex-Dividend | Mar 6 | $0.85 |
QCOM (Chip-Tech) | Ex-Dividend | Mar 6 | $0.85 |
GM | Ex-Dividend | Mar 7 | $0.12 |
MSFT (BigTech) | Pay Day | Mar 13 | $0.83 |
AMAT (BigTech) | Pay Day | Mar 13 | $0.40 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
AMAT (Chip-Tech) | Pay Day | Mar 13 | $0.40 |
TER (Chip-Tech) | Pay Day | Mar 14 | $0.12 |
 TSM (BigTech) | Ex-Dividend | Mar 18 | $0.69 |
TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
TSM (Chip-Tech) | Ex-Dividend | Mar 18 | $0.69 |
GM | Pay Day | Mar 20 | $0.12 |
QCOM (BigTech) | Pay Day | Mar 27 | $0.85 |
QCOM (Chip-Tech) | Pay Day | Mar 27 | $0.85 |
TSM (BigTech) | Pay Day | Apr 10 | $0.69 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
TSM (Chip-Tech) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 7.1/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
1.59
1.59
0
0.5
1
2
2
Sortino Ratio
3.98
3.98
0
1
2
4
4
Jensen's Alpha
3.32
3.32
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.9
1.9
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
3.45
3.45
0
0.3
0.6
4
4
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
1.59
1.59
0
0.5
1
2
2
Sortino Ratio
3.98
3.98
0
1
2
4
4
Jensen's Alpha
3.32
3.32
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.9
1.9
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
3.45
3.45
0
0.3
0.6
4
4
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-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 |