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+4.19%
This Month
+6.56%
Year To Date
+29.02%
2 Years
+56.46%
5 Years
+56.46%
10 Years
+18.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31.94%
- 👥 Copy Trading20.77%
- 🪙 Cryptocurrencies16.55%
- 🛍️ Retail Trade11.89%
- 💰 Finance10.28%
- 🖥️ Technology Services8.52%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.57%
- 🇺🇸 NYSE17.95%
- 🌍 Digital Currency17.32%
- 🇺🇸 Chicago Board Options Exchange0.91%
- 🇬🇧 LSE0.82%
- 🇩🇰 Copenhagen Stock Exchange0.59%
- 🇭🇰 Hong Kong Exchanges0.58%
- 🇫🇮 Helsinki Stock Exchange0.48%
- 🇫🇷 Euronext Paris0.32%
- 🇮🇹 Borsa Italiana0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.52%
- 🇹🇼 Taiwan0.89%
- 🇨🇦 Canada0.63%
- 🇩🇰 Denmark0.59%
- 🇨🇳 China0.58%
- 🇫🇮 Finland0.48%
- 🇰🇾 Cayman Islands0.39%
- 🇫🇷 France0.32%
- 🇮🇹 Italy0.22%
Dividends
Dividend Yield
0.33%
4 out of 7 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: CPHequities (1.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CPHequities | 0.21% | 1.01% | - |
 V | 0.08% | 0.82% | $2.01 |
 META | 0.03% | 0.34% | $1 |
 NVDA | 0.01% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (CPHequities) | Ex-Dividend | May 11, 2026 | $0.27 |
V | Ex-Dividend | May 12, 2026 | $0.67 |
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 |
V | Pay Day | Jun 1, 2026 | $0.67 |
 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 3.7/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-2.61
-2.61
-3
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-2.61
-2.61
-3
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.64
High:NVDA
43.15NVDALow:
TTWO
-9.99TTWODetails
PEG Ratio
130.9
High:META
369.57METALow:NVDA
65.26NVDADetails
Price/Book
17.4
High:NVDA
32.68NVDALow:META
6.42METADetails
Price/Sales
12.3
High:NVDA
23.93NVDALow:
AMZN
3.97AMZNDetails
Price/CF
30.18
High:TTWO
70.92TTWOLow:META
11.83METADetails
Price/FCF
60.48
High:AMZN
325.85AMZNLow:META
34.18METADetails
P/E Ratio
38.64
High:NVDA
43.15NVDALow:TTWO
-9.99TTWODetails
PEG Ratio
130.9
High:META
369.57METALow:NVDA
65.26NVDADetails
Price/Book
17.4
High:NVDA
32.68NVDALow:META
6.42METADetails
Price/Sales
12.3
High:NVDA
23.93NVDALow:AMZN
3.97AMZNDetails
Price/CF
30.18
High:TTWO
70.92TTWOLow:META
11.83METADetails
Price/FCF
60.48
High:AMZN
325.85AMZNLow:META
34.18METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.19% | Nov 2025 | - | 7 |
-12.45% | Dec 2024 | May 2025 | 5 |
-5.33% | Apr 2024 | Nov 2024 | 7 |
-2.76% | Aug 2025 | Sep 2025 | 1 |
-2.26% | Nov 2023 | Jan 2024 | 2 |