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-0.33%
This Month
+18.42%
Year To Date
+45.83%
2 Years
+43.94%
5 Years
+43.94%
10 Years
+17.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology29.51%
- 🪙 Cryptocurrencies19.59%
- 👥 Copy Trading18.63%
- 💰 Finance12.04%
- 🛍️ Retail Trade10.55%
- 🖥️ Technology Services9.67%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.75%
- 🇺🇸 NYSE21.02%
- 🌍 Digital Currency20.51%
- 🇬🇧 LSE1.78%
- 🇩🇪 FRA0.46%
- 🇺🇸 Chicago Board Options Exchange0.46%
- 🇩🇰 Copenhagen Stock Exchange0.42%
- 🇮🇹 Borsa Italiana0.4%
- 🇫🇷 Euronext Paris0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.98%
- 🇹🇼 Taiwan1.38%
- 🇮🇪 Ireland0.74%
- 🇩🇪 Germany0.46%
- 🇬🇧 United Kingdom0.44%
- 🇩🇰 Denmark0.42%
- 🇮🇹 Italy0.4%
- 🇰🇾 Cayman Islands0.32%
- 🇭🇰 Hong Kong0.19%
- 🇫🇷 France0.16%
- 🇿🇦 South Africa0.14%
Dividends
Dividend Yield
0.25%
4 out of 7 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: CPHequities (0.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CPHequities | 0.13% | 0.7% | - |
 V | 0.08% | 0.7% | $2.01 |
 META | 0.03% | 0.33% | $1 |
 NVDA | 0.01% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
 GS (CPHequities) | Pay Day | Dec 30, 2025 | $4.00 |
 TSM (CPHequities) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 4.9/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
-0.72
-0.72
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
1.32
1.32
0
0.3
0.6
2
2
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
-0.72
-0.72
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
1.32
1.32
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.25
High:
NVDA
43.35NVDALow:
TTWO
-10.69TTWODetails
PEG Ratio
359.17
High:
V
1,245.39VLow:
AMZN
63.01AMZNDetails
Price/Book
18.2
High:NVDA
35.78NVDALow:AMZN
6.54AMZNDetails
Price/Sales
11.74
High:NVDA
22.9NVDALow:AMZN
3.55AMZNDetails
Price/CF
36.4
High:TTWO
133.26TTWOLow:
META
17.56METADetails
Price/FCF
63.85
High:TTWO
248.4TTWOLow:V
39.19VDetails
P/E Ratio
39.25
High:NVDA
43.35NVDALow:TTWO
-10.69TTWODetails
PEG Ratio
359.17
High:V
1,245.39VLow:AMZN
63.01AMZNDetails
Price/Book
18.2
High:NVDA
35.78NVDALow:AMZN
6.54AMZNDetails
Price/Sales
11.74
High:NVDA
22.9NVDALow:AMZN
3.55AMZNDetails
Price/CF
36.4
High:TTWO
133.26TTWOLow:META
17.56METADetails
Price/FCF
63.85
High:TTWO
248.4TTWOLow:V
39.19VDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.45% | Dec 2024 | May 2025 | 5 |
-8.65% | Nov 2025 | - | 2 |
-5.33% | Apr 2024 | Nov 2024 | 7 |
-2.76% | Aug 2025 | Sep 2025 | 1 |
-2.26% | Nov 2023 | Jan 2024 | 2 |