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+0.1%
This Month
+6.56%
Year To Date
+46.97%
2 Years
+19.18%
5 Years
-90.23%
10 Years
-25.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash57.86%
- 📊 ETFs22.38%
- 👥 Copy Trading5.53%
- 🖥️ Technology Services3.08%
- 🛍️ Retail Trade1.56%
- 💻 Electronic Technology1.42%
- 🚗 Consumer Durables1.05%
- 💰 Finance0.79%
- 💇♀️ Consumer Services0.48%
- 🏭 Industrial Services0.36%
- 🪨 Non Energy Minerals0.27%
- 📦 Distribution Services0.22%
- 🧪 Process Industries0.22%
- ⚡ Utilities0.17%
- 🪙 Cryptocurrencies0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE15.47%
- 🇺🇸 Chicago Board Options Exchange10.36%
- 🇺🇸 Nasdaq4.94%
- 🇭🇰 Hong Kong Exchanges1.49%
- 🌍 Digital Currency1.17%
- 🇫🇷 Euronext Paris0.83%
- 🇪🇸 Bolsa De Madrid0.67%
- 🇮🇹 Borsa Italiana0.57%
- 🇬🇧 LSE0.55%
- 🇳🇱 Euronext Amsterdam0.52%
- 🇸🇪 Stockholm Stock Exchange0.31%
- 🇨🇭 SIX0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.23%
- 🇨🇳 China1.87%
- 🇮🇱 Israel1.61%
- 🇳🇱 Netherlands1.08%
- 🇬🇧 United Kingdom1.04%
- 🇫🇷 France0.83%
- 🇪🇸 Spain0.67%
- 🇮🇹 Italy0.57%
- 🇨🇭 Switzerland0.49%
- 🇧🇷 Brazil0.43%
- 🇫🇮 Finland0.31%
- 🇭🇰 Hong Kong0.22%
- 🇸🇬 Singapore0.15%
- 🇩🇪 Germany0.11%
- 🇨🇦 Canada0%
Dividends
Dividend Yield
1.08%
24 out of 47 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $SDIV (10.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SDIV | 0.59% | 10.34% | - |
 triangulacapital | 0.2% | 4.97% | - |
 INDA | 0.07% | 0.72% | - |
 STLA.US | 0.05% | 8.81% | $1.71 |
 VOO | 0.05% | 1.22% | - |
 MCHI | 0.02% | 2.59% | - |
 EWY | 0.01% | 1.81% | - |
 VALE | 0.01% | 6.95% | $1.33 |
 ANA.MC | 0.01% | 2.56% | $3.65 |
 JD.US | 0.01% | 3.14% | $0.74 |
 EWL | 0.01% | 1.87% | - |
 FXI | 0.01% | 2.62% | - |
 RIO.L | 0.01% | 6.06% | $3.41 |
 00285.HK | 0.01% | 1.47% | $0.59 |
 GLEN.L | 0.01% | 2.61% | $0.1 |
 INTC | 0.01% | 0.51% | $0.5 |
 EWJ | 0.01% | 2.2% | - |
 0916.HK | 0.01% | 3.04% | $0.24 |
 HAS | 0% | 3.51% | $2.8 |
 9618.HK | 0% | 3.19% | $2.97 |
 9988.HK | 0% | 0.78% | $0.98 |
 3800.HK | 0% | 0.9% | - |
 0700.HK | 0% | 0.74% | $3.4 |
 DIS | 0% | 0.85% | $0.75 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NWG (triangulacapital) | Pay Day | Sep 12, 2025 | $0.26 |
 BCS (triangulacapital) | Pay Day | Sep 16, 2025 | $0.16 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
RIO.L | Pay Day | Sep 25, 2025 | $1.48 |
 BNP.PA (triangulacapital) | Ex-Dividend | Sep 26, 2025 | $3.05 |
BNP.PA (triangulacapital) | Pay Day | Sep 30, 2025 | $3.05 |
 PUK (triangulacapital) | Pay Day | Oct 16, 2025 | $0.15 |
EWY | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3.3/10
Beta
3.81
3.81
0
0.8
1.2
0
4
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-2.59
-2.59
-3
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Beta
3.81
3.81
0
0.8
1.2
0
4
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-2.59
-2.59
-3
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.21
High:
CPNG
144.66CPNGLow:
RNG
-226.32RNGDetails
PEG Ratio
-87.73
High:
00285.HK
184.700285.HKLow:
RBLX
-548.48RBLXDetails
Price/Book
1.87
High:RBLX
254.7RBLXLow:
NIO
-76.32NIODetails
Price/Sales
1.97
High:RBLX
22.09RBLXLow:
DMKPQ
-DMKPQDetails
Price/CF
18.74
High:
RIVN
86.72RIVNLow:
UBI.PA
1.45UBI.PADetails
Price/FCF
44.46
High:
VALE
565.82VALELow:UBI.PA
1.49UBI.PADetails
P/E Ratio
45.21
High:CPNG
144.66CPNGLow:RNG
-226.32RNGDetails
PEG Ratio
-87.73
High:00285.HK
184.700285.HKLow:RBLX
-548.48RBLXDetails
Price/Book
1.87
High:RBLX
254.7RBLXLow:NIO
-76.32NIODetails
Price/Sales
1.97
High:RBLX
22.09RBLXLow:DMKPQ
-DMKPQDetails
Price/CF
18.74
High:RIVN
86.72RIVNLow:UBI.PA
1.45UBI.PADetails
Price/FCF
44.46
High:VALE
565.82VALELow:UBI.PA
1.49UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.61% | Jan 2018 | - | 93 |