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+4.86%
This Month
+18.61%
Year To Date
+37.84%
2 Years
+1.33%
5 Years
+4.04%
10 Years
+0.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading99.96%
- 💵 Cash0.04%
- 🛍️ Retail Trade0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.08%
- 🇺🇸 NYSE22.45%
- 🇺🇸 Chicago Board Options Exchange2.65%
- 🇬🇧 LSE2.4%
- 🌍 Digital Currency2.26%
- 🇩🇰 Copenhagen Stock Exchange1.72%
- 🇭🇰 Hong Kong Exchanges1.7%
- 🇫🇮 Helsinki Stock Exchange1.41%
- 🇫🇷 Euronext Paris0.93%
- 🇮🇹 Borsa Italiana0.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.77%
- 🇹🇼 Taiwan2.6%
- 🇨🇦 Canada1.85%
- 🇩🇰 Denmark1.72%
- 🇨🇳 China1.7%
- 🇫🇮 Finland1.41%
- 🇰🇾 Cayman Islands1.15%
- 🇫🇷 France0.93%
- 🇮🇹 Italy0.64%
Dividends
Dividend Yield
0.61%
1 out of 3 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: CPHequities (1.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CPHequities | 0.61% | 1.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (CPHequities) | Ex-Dividend | May 11, 2026 | $0.27 |
AAPL (CPHequities) | Pay Day | May 14, 2026 | $0.27 |
 CF (CPHequities) | Ex-Dividend | May 15, 2026 | $0.50 |
 RPRX (CPHequities) | Ex-Dividend | May 15, 2026 | $0.23 |
 ENI.MI (CPHequities) | Ex-Dividend | May 18, 2026 | $0.32 |
 CAT (CPHequities) | Pay Day | May 19, 2026 | $1.51 |
ENI.MI (CPHequities) | Pay Day | May 20, 2026 | $0.32 |
 MSFT (CPHequities) | Ex-Dividend | May 21, 2026 | $0.91 |
 C (CPHequities) | Pay Day | May 22, 2026 | $0.60 |
 NEM (CPHequities) | Ex-Dividend | May 27, 2026 | $0.26 |
CF (CPHequities) | Pay Day | May 29, 2026 | $0.50 |
 GOOG (CPHequities) | Ex-Dividend | Jun 8, 2026 | $0.22 |
RPRX (CPHequities) | Pay Day | Jun 10, 2026 | $0.23 |
MSFT (CPHequities) | Pay Day | Jun 11, 2026 | $0.91 |
 ORA.PA (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.53 |
 TSM (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG (CPHequities) | Pay Day | Jun 15, 2026 | $0.22 |
ORA.PA (CPHequities) | Pay Day | Jun 15, 2026 | $0.53 |
NEM (CPHequities) | Pay Day | Jun 22, 2026 | $0.26 |
TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 2.6/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-9.95
-9.95
-10
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-9.95
-9.95
-10
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-72.84% | Mar 2021 | - | 63 |
-6.36% | Dec 2020 | Jan 2021 | 1 |