DECEMBER
-5.22%
2024
+22.7%
2 YEARS
+61.66%
5 YEARS
+126.37%
ANNUALIZED RETURN
+21.66%
TRACK RECORD
4.2 years
About triangulacapital
𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱
I am a full-time investor with 20 years of stock market investment experience.
𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗼𝘃𝗲𝗿𝘃𝗶𝗲𝘄
I invest in value stocks with a modern approach. My strategy combines analysis of stock fundamentals with macro and technical analysis. The strategy aims to maximise returns, even if this means taking more risks than usual.
𝗢𝗯𝗷𝗲𝗰𝘁𝗶𝘃𝗲
The objective of the strategy is to outperform the MSCI World index in the long run (5+ years).
𝗥𝗶𝘀𝗸 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁
The portfolio will contain 15-20 stocks. No leverage will be used.
When setting the stop loss for the copy, I recommend considering that in recessions, the value of stocks can fall 50%, yet those are often the best times to buy.
𝗧𝗿𝗮𝗰𝗸 𝗿𝗲𝗰𝗼𝗿𝗱
Please visit triangulacapital.com to view my long-term track record.
I am a full-time investor with 20 years of stock market investment experience.
𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗼𝘃𝗲𝗿𝘃𝗶𝗲𝘄
I invest in value stocks with a modern approach. My strategy combines analysis of stock fundamentals with macro and technical analysis. The strategy aims to maximise returns, even if this means taking more risks than usual.
𝗢𝗯𝗷𝗲𝗰𝘁𝗶𝘃𝗲
The objective of the strategy is to outperform the MSCI World index in the long run (5+ years).
𝗥𝗶𝘀𝗸 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁
The portfolio will contain 15-20 stocks. No leverage will be used.
When setting the stop loss for the copy, I recommend considering that in recessions, the value of stocks can fall 50%, yet those are often the best times to buy.
𝗧𝗿𝗮𝗰𝗸 𝗿𝗲𝗰𝗼𝗿𝗱
Please visit triangulacapital.com to view my long-term track record.
Popular Investor Stats
Level
Elite Pro
Copiers
10,462
Assets Under Copy
$5M+
Risk Score
4
Level
Elite Pro
Copiers
10,462
Assets Under Copy
$5M+
Risk Score
4
Trades
Most Traded
Win Rate
Trade Stats
Average Profit: -3.86%
Average Duration: 78 days
Long Positions: 100%
Average Leverage: 1x
Trades during December 2024
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY AZM.MI | +2.04% | 3 months | 21 days ago | $22.766 | $24.621 | -2.36% |
BUY AZM.MI | +1.85% | 3 months | 21 days ago | $22.782 | $24.594 | -2.25% |
BUY AZM.MI | +1.82% | 3 months | 21 days ago | $22.8 | $24.595 | -2.26% |
BUY AZM.MI | +1.79% | 3 months | 21 days ago | $22.796 | $24.581 | -2.2% |
BUY AZM.MI | +1.73% | 3 months | 21 days ago | $22.807 | $24.581 | -2.2% |
BUY AZM.MI | +1.81% | 3 months | 21 days ago | $22.805 | $24.592 | -2.24% |
BUY AZM.MI | +1.67% | 3 months | 21 days ago | $22.82 | $24.574 | -2.17% |
BUY AZM.MI | +1.68% | 3 months | 21 days ago | $22.81 | $24.578 | -2.19% |
BUY AZM.MI | +1.49% | 3 months | 21 days ago | $22.813 | $24.552 | -2.09% |
BUY AZM.MI | +1.52% | 2 months | 21 days ago | $22.818 | $24.561 | -2.12% |
BUY AZM.MI | +1.58% | 2 months | 21 days ago | $22.817 | $24.566 | -2.14% |
BUY AZM.MI | +1.51% | 2 months | 21 days ago | $22.829 | $24.593 | -2.25% |
BUY NN.NV | -10.47% | 2 months | 1 month ago | $44.8 | $42.63 | -0.8% |
BUY NN.NV | -10.51% | 2 months | 1 month ago | $44.83 | $42.64 | -0.82% |
BUY NN.NV | -10.78% | 2 months | 1 month ago | $44.86 | $42.55 | -0.61% |
BUY NN.NV | -10.68% | 2 months | 1 month ago | $44.79 | $42.54 | -0.59% |
BUY NN.NV | -10.63% | 2 months | 1 month ago | $44.79 | $42.57 | -0.66% |
BUY NN.NV | -10.67% | 2 months | 1 month ago | $44.78 | $42.57 | -0.66% |
BUY NN.NV | -10.64% | 2 months | 1 month ago | $44.77 | $42.57 | -0.66% |
BUY NN.NV | -10.71% | 2 months | 1 month ago | $44.77 | $42.55 | -0.61% |
BUY NN.NV | -10.21% | 2 months | 1 month ago | $44.75 | $42.73 | -1.03% |
BUY NN.NV | -10.17% | 2 months | 1 month ago | $44.81 | $42.82 | -1.24% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.72% | Oct 2024 | - | 3 |
-10.58% | Jun 2022 | Jan 2023 | 7 |
-7.87% | May 2023 | Jul 2023 | 2 |
-6.59% | Jun 2024 | Aug 2024 | 2 |
-5.11% | Nov 2021 | Jan 2022 | 2 |
-4.05% | Oct 2023 | Nov 2023 | 1 |
-3.86% | Apr 2022 | May 2022 | 1 |
-1.87% | Jan 2021 | Feb 2021 | 1 |
-1.68% | Feb 2023 | Apr 2023 | 2 |
-1.5% | Aug 2023 | Sep 2023 | 1 |
-1.28% | Sep 2021 | Oct 2021 | 1 |
-1.16% | Feb 2022 | Mar 2022 | 1 |
-0.45% | Jun 2021 | Jul 2021 | 1 |
Performance Metrics
Score 8/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
13.29
13.29
-2
0
2
14
14
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
2.61
2.61
0
0.75
1.25
3
3
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
1.89
1.89
0
0.3
0.6
2
2
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
13.29
13.29
-2
0
2
14
14
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
2.61
2.61
0
0.75
1.25
3
3
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
1.89
1.89
0
0.3
0.6
2
2
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance46.25%
- ⚡ Utilities13.63%
- 🧬 Health Technology10.31%
- 🧪 Process Industries9.89%
- 📡 Communications5.91%
- 🍞 Consumer Non Durables5.84%
- 🧩 Miscellaneous5.5%
- 💼 Commercial Services1.83%
- 💵 Cash0.78%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE26.85%
- 🇫🇷 Euronext Paris13.75%
- 🇪🇸 Bolsa De Madrid12.19%
- 🇩🇪 FRA9.75%
- 🇳🇱 Euronext Amsterdam7.14%
- 🇸🇪 Stockholm Stock Exchange6.5%
- 🇮🇹 Borsa Italiana6.38%
- 🇧🇪 Euronext Brussels5.84%
- 🇺🇸 Nasdaq4.42%
- 🇨🇭 SIX3.86%
- 🇺🇸 NYSE2.47%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom33.75%
- 🇫🇷 France13.75%
- 🇪🇸 Spain12.19%
- 🇩🇪 Germany9.75%
- 🇳🇱 Netherlands7.14%
- 🇫🇮 Finland6.5%
- 🇮🇹 Italy6.38%
- 🇧🇪 Belgium5.84%
- 🇨🇭 Switzerland3.86%
Dividends
Dividend Yield
4.51%
19 out of 19 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $NDA_SE.ST (8.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NDA_SE.ST | 0.54% | 8.29% | $10.62 |
 ASRNL.NV | 0.47% | 6.54% | $2.89 |
 LAND.L | 0.46% | 7.19% | $0.4 |
 BLND.L | 0.39% | 6.62% | $0.23 |
 ENEL.MI | 0.39% | 6.15% | $0.43 |
 BBOX.L | 0.32% | 5.86% | $0.07 |
 AKE.PA | 0.29% | 4.88% | $3.5 |
 UTG.L | 0.24% | 4.57% | $0.35 |
 SAN.PA | 0.23% | 3.94% | $3.76 |
 MRL.MC | 0.21% | 3.28% | $0.36 |
 VNA.DE | 0.2% | 3.22% | $0.9 |
 CLN.ZU | 0.16% | 4.2% | $0.42 |
 SSE.L | 0.14% | 3.9% | $0.6 |
 RWE.DE | 0.12% | 3.42% | $1 |
 AZN | 0.1% | 2.19% | $1.42 |
 TEP.PA | 0.09% | 4.67% | $3.85 |
 ABI.BR | 0.07% | 1.21% | $0.57 |
 PUK | 0.07% | 2.79% | $0.41 |
 CLNX.MC | 0.01% | 0.22% | $0.06 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
BLND.L | Pay Day | Jan 15 | $0.16 |
ENEL.MI | Ex-Dividend | Jan 20 | $0.23 |
ENEL.MI | Pay Day | Jan 22 | $0.23 |
SSE.L | Pay Day | Feb 27 | $0.27 |
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results