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-0.03%
This Month
+0.71%
Year To Date
+11.44%
2 Years
-9.05%
5 Years
-89.99%
10 Years
-23.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash59.21%
- 📊 ETFs22.47%
- 👥 Copy Trading7.47%
- 🍞 Consumer Non Durables3.85%
- 💰 Finance2.14%
- 🖥️ Technology Services1.43%
- 💻 Electronic Technology0.6%
- 📦 Distribution Services0.42%
- 💇♀️ Consumer Services0.4%
- 🚗 Consumer Durables0.26%
- 🪨 Non Energy Minerals0.23%
- 🛍️ Retail Trade0.18%
- ⚡ Utilities0.14%
- 🧪 Process Industries0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE21.41%
- 🇺🇸 Chicago Board Options Exchange9.25%
- 🇺🇸 Nasdaq2.9%
- 🇩🇪 FRA1.47%
- 🇫🇷 Euronext Paris1.38%
- 🌍 Digital Currency0.87%
- 🇨🇭 SIX0.75%
- 🇬🇧 LSE0.68%
- 🇭🇰 Hong Kong Exchanges0.61%
- 🇵🇹 Euronext Lisbon0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.79%
- 🇬🇧 United Kingdom1.92%
- 🇩🇪 Germany1.47%
- 🇮🇱 Israel1.39%
- 🇫🇷 France1.38%
- 🇨🇭 Switzerland1.17%
- 🇨🇳 China0.75%
- 🇧🇷 Brazil0.56%
- 🇨🇦 Canada0.35%
- 🇵🇹 Portugal0.31%
- 🇭🇰 Hong Kong0.12%
- 🇸🇬 Singapore0.07%
Dividends
Dividend Yield
0.49%
7 out of 26 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VALE (7.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 9988.HK | Ex-Dividend | Jun 10, 2026 | $0.13 |
 00285.HK | Ex-Dividend | Jun 11, 2026 | $0.02 |
 RKT.L (triangulacapital) | Pay Day | Jun 12, 2026 | $1.70 |
 MO | Ex-Dividend | Jun 15, 2026 | $1.06 |
 0916.HK | Pay Day | Jun 26, 2026 | $0.09 |
 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 |
 GRI.L (triangulacapital) | Pay Day | Jul 3, 2026 | $0.04 |
9988.HK | Pay Day | Jul 6, 2026 | $0.13 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
NTR (triangulacapital) | Pay Day | Jul 17, 2026 | $0.55 |
 RI.PA (triangulacapital) | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
00285.HK | Pay Day | Jul 31, 2026 | $0.02 |
 GLEN.L | Ex-Dividend | Aug 26, 2026 | $0.09 |
GLEN.L | Pay Day | Sep 18, 2026 | $0.09 |
Performance Metrics
Score 4.1/10
Beta
3.71
3.71
0
0.8
1.2
0
4
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
0.5
0.5
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Beta
3.71
3.71
0
0.8
1.2
0
4
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
0.5
0.5
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
16.5
High:GLEN.L
247.43GLEN.LLow:
INTC
-191.35INTCDetails
PEG Ratio
217.08
High:
ABNB
1,385.82ABNBLow:INTC
-222.31INTCDetails
Price/Book
1.92
High:
NIO
18.58NIOLow:MO
-38.45MODetails
Price/Sales
2.95
High:INTC
11.33INTCLow:00285.HK
0.300285.HKDetails
Price/CF
19.26
High:9988.HK
26.739988.HKLow:0916.HK
2.440916.HKDetails
Price/FCF
44.79
High:9988.HK
2,771.019988.HKLow:00285.HK
4.3100285.HKDetails
P/E Ratio
16.5
High:GLEN.L
247.43GLEN.LLow:INTC
-191.35INTCDetails
PEG Ratio
217.08
High:ABNB
1,385.82ABNBLow:INTC
-222.31INTCDetails
Price/Book
1.92
High:NIO
18.58NIOLow:MO
-38.45MODetails
Price/Sales
2.95
High:INTC
11.33INTCLow:00285.HK
0.300285.HKDetails
Price/CF
19.26
High:9988.HK
26.739988.HKLow:0916.HK
2.440916.HKDetails
Price/FCF
44.79
High:9988.HK
2,771.019988.HKLow:00285.HK
4.3100285.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.61% | Jan 2018 | - | 101 |