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+0.14%
Today
+0.14%
This Month
-5.66%
Year To Date
+14.67%
2 Years
+14.67%
5 Years
+8.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology34.4%
- 🪙 Cryptocurrencies25.41%
- 👥 Copy Trading18.16%
- 🧬 Health Technology15.27%
- 🖥️ Technology Services5.06%
- 💵 Cash1.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.12%
- 🌍 Digital Currency26.15%
- 🇩🇰 Copenhagen Stock Exchange15.73%
- 🇺🇸 NYSE7.85%
- 🇩🇪 FRA0.52%
- 🇺🇸 Chicago Board Options Exchange0.48%
- 🇮🇹 Borsa Italiana0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.21%
- 🇩🇰 Denmark15.73%
- 🇹🇼 Taiwan1.1%
- 🇩🇪 Germany0.52%
- 🇮🇹 Italy0.46%
- 🇮🇪 Ireland0.4%
- 🇬🇧 United Kingdom0.34%
- 🇯🇵 Japan0.23%
- 🇨🇳 China0.16%
- 🇰🇾 Cayman Islands0.13%
Dividends
Dividend Yield
0.21%
4 out of 5 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: CPHequities (0.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CPHequities | 0.13% | 0.71% | - |
 AMBUB.CO | 0.05% | 0.31% | - |
 META | 0.02% | 0.34% | $1 |
 NVDA | 0.01% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 FINV (CPHequities) | Pay Day | May 7, 2025 | $0.28 |
 MA (CPHequities) | Pay Day | May 9, 2025 | $0.76 |
 WFC (CPHequities) | Ex-Dividend | May 9, 2025 | $0.40 |
 LNG (CPHequities) | Ex-Dividend | May 9, 2025 | $0.50 |
 AAPL (CPHequities) | Ex-Dividend | May 12, 2025 | $0.26 |
 V (CPHequities) | Ex-Dividend | May 13, 2025 | $0.59 |
 AER (CPHequities) | Ex-Dividend | May 14, 2025 | $0.27 |
AAPL (CPHequities) | Pay Day | May 15, 2025 | $0.26 |
 MSFT (CPHequities) | Ex-Dividend | May 15, 2025 | $0.83 |
LNG (CPHequities) | Pay Day | May 19, 2025 | $0.50 |
 AMAT (CPHequities) | Ex-Dividend | May 22, 2025 | $0.46 |
WFC (CPHequities) | Pay Day | Jun 1, 2025 | $0.40 |
V (CPHequities) | Pay Day | Jun 2, 2025 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Jun 2, 2025 | $0.71 |
AER (CPHequities) | Pay Day | Jun 5, 2025 | $0.27 |
 GOOG (CPHequities) | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT (CPHequities) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (CPHequities) | Pay Day | Jun 12, 2025 | $0.46 |
 TSM (CPHequities) | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG (CPHequities) | Pay Day | Jun 16, 2025 | $0.21 |
 LDO.MI (CPHequities) | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI (CPHequities) | Pay Day | Jun 25, 2025 | $0.56 |
MCK (CPHequities) | Pay Day | Jul 1, 2025 | $0.71 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3.4/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-1.57
-1.57
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-1.57
-1.57
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.42
High:
AMBUB.CO
98.86AMBUB.COLow:
META
24.96METADetails
PEG Ratio
95.11
High:AMBUB.CO
267.57AMBUB.COLow:
NVDA
26.63NVDADetails
Price/Book
28.4
High:NVDA
35.33NVDALow:AMBUB.CO
5.56AMBUB.CODetails
Price/Sales
19.75
High:NVDA
21.68NVDALow:AMBUB.CO
5.71AMBUB.CODetails
Price/CF
46.32
High:NVDA
54.98NVDALow:META
15.53METADetails
Price/FCF
55.22
High:NVDA
58.71NVDALow:META
31.64METADetails
P/E Ratio
37.42
High:AMBUB.CO
98.86AMBUB.COLow:META
24.96METADetails
PEG Ratio
95.11
High:AMBUB.CO
267.57AMBUB.COLow:NVDA
26.63NVDADetails
Price/Book
28.4
High:NVDA
35.33NVDALow:AMBUB.CO
5.56AMBUB.CODetails
Price/Sales
19.75
High:NVDA
21.68NVDALow:AMBUB.CO
5.71AMBUB.CODetails
Price/CF
46.32
High:NVDA
54.98NVDALow:META
15.53METADetails
Price/FCF
55.22
High:NVDA
58.71NVDALow:META
31.64METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.45% | Dec 2024 | - | 5 |
-5.33% | Apr 2024 | Nov 2024 | 7 |
-2.26% | Nov 2023 | Jan 2024 | 2 |