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-0.49%
Today
-0.49%
This Month
+2.94%
Year To Date
+49.17%
2 Years
+3.92%
5 Years
-8.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading89.58%
- 🖥️ Technology Services4.89%
- 🛍️ Retail Trade2.44%
- 🪙 Cryptocurrencies2.09%
- 💇♀️ Consumer Services2.04%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.71%
- 🇺🇸 NYSE34.42%
- 🌍 Digital Currency10.39%
- 🇺🇸 Chicago Board Options Exchange1.81%
- 🇩🇰 Copenhagen Stock Exchange1.76%
- 🇮🇹 Borsa Italiana1.07%
- 🇭🇰 Hong Kong Exchanges0.44%
- 🇩🇪 FRA0.18%
- 🇬🇧 LSE0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.65%
- 🇹🇼 Taiwan3.96%
- 🇨🇳 China1.85%
- 🇩🇰 Denmark1.76%
- 🇮🇪 Ireland1.43%
- 🇰🇾 Cayman Islands1.24%
- 🇯🇵 Japan1.15%
- 🇮🇹 Italy1.07%
- 🇨🇦 Canada0.95%
- 🇸🇬 Singapore0.92%
- 🇬🇧 United Kingdom0.86%
- 🇱🇺 Luxembourg0.5%
- 🇮🇱 Israel0.5%
- 🇩🇪 Germany0.18%
- 🇨🇭 Switzerland0.1%
- 🇮🇳 India0.05%
Dividends
Dividend Yield
0.65%
4 out of 10 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: Conhoulihan (1.18%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CPHequities | 0.55% | 0.72% | - |
 Conhoulihan | 0.09% | 1.18% | - |
 GOOG | 0.01% | 0.29% | $0.2 |
 GIB | 0% | 0.09% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 SYF (CPHequities) | Ex-Dividend | Feb 3 | $0.25 |
 MA (CPHequities) | Pay Day | Feb 7 | $0.76 |
 WFC (CPHequities) | Ex-Dividend | Feb 7 | $0.40 |
 AAPL (CPHequities) | Ex-Dividend | Feb 10 | $0.25 |
 V (CPHequities) | Ex-Dividend | Feb 11 | $0.59 |
AAPL (CPHequities) | Pay Day | Feb 13 | $0.25 |
GIB | Ex-Dividend | Feb 14 | $0.10 |
SYF (CPHequities) | Pay Day | Feb 18 | $0.25 |
 MSFT (CPHequities) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (CPHequities) | Ex-Dividend | Feb 20 | $0.40 |
 RTX (CPHequities) | Ex-Dividend | Feb 21 | $0.63 |
WFC (CPHequities) | Pay Day | Mar 1 | $0.40 |
V (CPHequities) | Pay Day | Mar 3 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Mar 3 | $0.71 |
MSFT (CPHequities) | Pay Day | Mar 13 | $0.83 |
AMAT (CPHequities) | Pay Day | Mar 13 | $0.40 |
 TSM (CPHequities) | Ex-Dividend | Mar 18 | $0.69 |
RTX (CPHequities) | Pay Day | Mar 20 | $0.63 |
GIB | Pay Day | Mar 21 | $0.10 |
MCK (CPHequities) | Pay Day | Apr 1 | $0.71 |
TSM (CPHequities) | Pay Day | Apr 10 | $0.69 |
 DIS (Conhoulihan) | Ex-Dividend | Jun 24 | $0.50 |
DIS (Conhoulihan) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.6/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
-0.48
-0.48
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.55
-0.55
-1
1
2
3
3
Jensen's Alpha
-13.18
-13.18
-14
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-1.71
-1.71
-2
0.75
1.25
2
2
Information Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
-0.48
-0.48
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.55
-0.55
-1
1
2
3
3
Jensen's Alpha
-13.18
-13.18
-14
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-1.71
-1.71
-2
0.75
1.25
2
2
Information Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.16% | Jan 2018 | - | 85 |