Portfolio of CPHequities on eToro

CPHequities

🇩🇰 Stock and ETF Multi-Strategy Investor.

14,933 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+0.92%

This Month

+6.84%

Year To Date

+40.07%

2 Years

+74.91%

5 Years

+393.68%

10 Years

+20.89%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
29.96%
💰 Finance
13.84%
🖥️ Technology Services
12.64%
📊 ETFs
11.25%
🧬 Health Technology
7.38%
🛠️ Producer Manufacturing
6.71%
🛍️ Retail Trade
4.15%
🪨 Non Energy Minerals
3.79%
⛏️ Energy Minerals
3.73%
🪙 Cryptocurrencies
3.43%
🏭 Industrial Services
2.02%
📡 Communications
1.09%
💵 Cash
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
51.41%
🇺🇸 Nasdaq
32.55%
🌍 Digital Currency
3.43%
🇩🇪 FRA
2.48%
🇮🇹 Borsa Italiana
2.44%
🇺🇸 Chicago Board Options Exchange
2.25%
🇬🇧 LSE
2.18%
🇩🇰 Copenhagen Stock Exchange
2.14%
🇫🇷 Euronext Paris
1.09%

Countries Breakdown

Country
Total

🇺🇸 United States
62.55%
🇹🇼 Taiwan
6.42%
🇬🇧 United Kingdom
2.58%
🇩🇪 Germany
2.48%
🇮🇹 Italy
2.44%
🇮🇪 Ireland
2.32%
🇩🇰 Denmark
2.14%
🇰🇾 Cayman Islands
1.44%
🇫🇷 France
1.09%
🇭🇰 Hong Kong
0.98%
🇿🇦 South Africa
0.85%

Dividends

Dividend Yield

0.9%

25 out of 36 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ORA.PA (4.13%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
XOM	0.1%	2.67%	$3.76
ABBV	0.09%	2.98%	$6.06
JNJ	0.09%	2.12%	$4.81
C	0.08%	2.06%	$2.12
GS	0.07%	1.7%	$11
CVS	0.06%	3.46%	$2.54
RTX	0.05%	1.33%	$2.44
TSM	0.05%	0.78%	$1.74
ORA.PA	0.05%	4.13%	$0.72
CAT	0.04%	0.79%	$5.31
AU	0.03%	2.03%	$0.22
MSFT	0.03%	0.88%	$3
AVGO	0.02%	0.72%	$19.7
LDO.MI	0.02%	0.88%	$0.28
BARC.L	0.02%	1.84%	$0.08
AER	0.02%	0.8%	$0.25
PUK	0.02%	1.56%	$0.41
META	0.01%	0.33%	$1
RHM.DE	0.01%	0.47%	$5.7
GOOG	0.01%	0.28%	$0.2
GFI	0.01%	1.2%	$0.31
AGX	0.01%	0.41%	$1.15
AAPL	0.01%	0.4%	$0.97
MU	0%	0.11%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.5/10

Beta

0.74

0.8

1.2

Sharpe Ratio

0.5

Sortino Ratio

1.8

Jensen's Alpha

8.94

-2

Omega Ratio

1.41

1.5

2.5

Treynor Ratio

1.9

0.75

1.25

Information Ratio

0.44

0.3

0.6

Calmar Ratio

0.59

0.3

0.6

Beta

0.74

0.8

1.2

Sharpe Ratio

0.5

Sortino Ratio

1.8

Jensen's Alpha

8.94

-2

Omega Ratio

1.41

1.5

2.5

Treynor Ratio

1.9

0.75

1.25

Information Ratio

0.44

0.3

0.6

Calmar Ratio

0.59

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

32.96

High:

CRDO

111.65

Low:

INTC

-555.07

Details

PEG Ratio

61.67

High:

LDO.MI

533.24

Low:

INTC

-565.23

Details

Price/Book

8.69

High:

AAPL

44.07

Low:

ABBV

-153

Details

Price/Sales

7.45

High:

CRDO

30.15

Low:

CVS

0.25

Details

Price/CF

21.64

High:

CRDO

197.95

Low:

ORA.PA

3.37

Details

52.72

High:

RHM.DE

5,198.92

Low:

4.8

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-33.08%	Nov 2021	Mar 2024	28
-11.2%	May 2019	Jan 2020	8
-10.22%	Feb 2025	May 2025	3
-7.32%	Jun 2017	Jul 2017	1
-6.23%	Feb 2020	Jul 2020	5
-5.37%	Mar 2018	May 2018	2
-4.81%	Sep 2021	Oct 2021	1
-4.3%	Sep 2020	Nov 2020	2
-3.84%	Jul 2024	Jan 2025	6
-3.68%	Feb 2019	Apr 2019	2
-3.5%	Apr 2024	May 2024	1
-1.29%	May 2021	Jun 2021	1
-1.14%	Nov 2018	Jan 2019	2
-0.72%	Oct 2017	Nov 2017	1
-0.42%	Jul 2025	Aug 2025	1
-0.04%	Sep 2018	Oct 2018	1

Monthly Performance

Portfolio of CPHequities on eToro

CPHequities

🇩🇰 Stock and ETF Multi-Strategy Investor.

14,933 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+0.92%

This Month

+6.84%

Year To Date

+40.07%

2 Years

+74.91%

5 Years

+393.68%

10 Years

+20.89%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
29.96%
💰 Finance
13.84%
🖥️ Technology Services
12.64%
📊 ETFs
11.25%
🧬 Health Technology
7.38%
🛠️ Producer Manufacturing
6.71%
🛍️ Retail Trade
4.15%
🪨 Non Energy Minerals
3.79%
⛏️ Energy Minerals
3.73%
🪙 Cryptocurrencies
3.43%
🏭 Industrial Services
2.02%
📡 Communications
1.09%
💵 Cash
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
51.41%
🇺🇸 Nasdaq
32.55%
🌍 Digital Currency
3.43%
🇩🇪 FRA
2.48%
🇮🇹 Borsa Italiana
2.44%
🇺🇸 Chicago Board Options Exchange
2.25%
🇬🇧 LSE
2.18%
🇩🇰 Copenhagen Stock Exchange
2.14%
🇫🇷 Euronext Paris
1.09%

Countries Breakdown

Country
Total

🇺🇸 United States
62.55%
🇹🇼 Taiwan
6.42%
🇬🇧 United Kingdom
2.58%
🇩🇪 Germany
2.48%
🇮🇹 Italy
2.44%
🇮🇪 Ireland
2.32%
🇩🇰 Denmark
2.14%
🇰🇾 Cayman Islands
1.44%
🇫🇷 France
1.09%
🇭🇰 Hong Kong
0.98%
🇿🇦 South Africa
0.85%

Dividends

Dividend Yield

0.9%

25 out of 36 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ORA.PA (4.13%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
XOM	0.1%	2.67%	$3.76
ABBV	0.09%	2.98%	$6.06
JNJ	0.09%	2.12%	$4.81
C	0.08%	2.06%	$2.12
GS	0.07%	1.7%	$11
CVS	0.06%	3.46%	$2.54
RTX	0.05%	1.33%	$2.44
TSM	0.05%	0.78%	$1.74
ORA.PA	0.05%	4.13%	$0.72
CAT	0.04%	0.79%	$5.31
AU	0.03%	2.03%	$0.22
MSFT	0.03%	0.88%	$3
AVGO	0.02%	0.72%	$19.7
LDO.MI	0.02%	0.88%	$0.28
BARC.L	0.02%	1.84%	$0.08
AER	0.02%	0.8%	$0.25
PUK	0.02%	1.56%	$0.41
META	0.01%	0.33%	$1
RHM.DE	0.01%	0.47%	$5.7
GOOG	0.01%	0.28%	$0.2
GFI	0.01%	1.2%	$0.31
AGX	0.01%	0.41%	$1.15
AAPL	0.01%	0.4%	$0.97
MU	0%	0.11%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.5/10

Beta

0.74

0.8

1.2

Sharpe Ratio

0.5

Sortino Ratio

1.8

Jensen's Alpha

8.94

-2

Omega Ratio

1.41

1.5

2.5

Treynor Ratio

1.9

0.75

1.25

Information Ratio

0.44

0.3

0.6

Calmar Ratio

0.59

0.3

0.6

Beta

0.74

0.8

1.2

Sharpe Ratio

0.5

Sortino Ratio

1.8

Jensen's Alpha

8.94

-2

Omega Ratio

1.41

1.5

2.5

Treynor Ratio

1.9

0.75

1.25

Information Ratio

0.44

0.3

0.6

Calmar Ratio

5,198.92

Low:

4.8

Details

P/E Ratio

32.96

High:

CRDO

111.65

Low:

INTC

-555.07

Details

PEG Ratio

61.67

High:

LDO.MI

533.24

Low:

INTC

-565.23

Details

Price/Book

8.69

High:

AAPL

44.07

Low:

ABBV

-153

Details

Price/Sales

7.45

High:

CRDO

30.15

Low:

CVS

0.25

Details

Price/CF

21.64

High:

CRDO

197.95

Low:

ORA.PA

3.37

Details

Price/FCF

52.72

High:

RHM.DE

5,198.92

Low:

4.8

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-33.08%	Nov 2021	Mar 2024	28
-11.2%	May 2019	Jan 2020	8
-10.22%	Feb 2025	May 2025	3
-7.32%	Jun 2017	Jul 2017	1
-6.23%	Feb 2020	Jul 2020	5
-5.37%	Mar 2018	May 2018	2
-4.81%	Sep 2021	Oct 2021	1
-4.3%	Sep 2020	Nov 2020	2
-3.84%	Jul 2024	Jan 2025	6
-3.68%	Feb 2019	Apr 2019	2
-3.5%	Apr 2024	May 2024	1
-1.29%	May 2021	Jun 2021	1
-1.14%	Nov 2018	Jan 2019	2
-0.72%	Oct 2017	Nov 2017	1
-0.42%	Jul 2025	Aug 2025	1
-0.04%	Sep 2018	Oct 2018	1