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+0.18%
This Month
+10.78%
Year To Date
+36.87%
2 Years
+21.32%
5 Years
+21.32%
10 Years
+4.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash37.85%
- 🚗 Consumer Durables23.1%
- 🪙 Cryptocurrencies16.28%
- 👥 Copy Trading9.08%
- 💻 Electronic Technology5.2%
- 🛠️ Producer Manufacturing4.39%
- 🧪 Process Industries1.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.72%
- 🌍 Digital Currency16.64%
- 🇫🇮 Helsinki Stock Exchange4.39%
- 🇺🇸 NYSE3.38%
- 🇬🇧 LSE0.68%
- 🇺🇸 Chicago Board Options Exchange0.18%
- 🇩🇪 FRA0.17%
- 🇮🇹 Borsa Italiana0.15%
- 🇫🇷 Euronext Paris0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.03%
- 🇨🇭 Switzerland5.2%
- 🇫🇮 Finland4.39%
- 🇹🇼 Taiwan0.53%
- 🇮🇪 Ireland0.28%
- 🇬🇧 United Kingdom0.17%
- 🇩🇪 Germany0.17%
- 🇰🇾 Cayman Islands0.16%
- 🇮🇹 Italy0.15%
- 🇭🇰 Hong Kong0.07%
- 🇫🇷 France0.06%
- 🇿🇦 South Africa0.05%
Dividends
Dividend Yield
0.25%
3 out of 7 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $KNEBV.HE (3.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KNEBV.HE | 0.13% | 3.01% | $1.75 |
 LOGI | 0.07% | 1.34% | $1.18 |
 CPHequities | 0.05% | 0.51% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ (CPHequities) | Pay Day | Dec 9, 2025 | $1.30 |
 MSFT (CPHequities) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (CPHequities) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 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 3/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-4.12
-4.12
-5
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-4.12
-4.12
-5
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
280.7
High:
TSLA
298.5TSLALow:
GEVO
-12.11GEVODetails
PEG Ratio
-28.83
High:GEVO
-28.83GEVOLow:GEVO
-28.83GEVODetails
Price/Book
18.46
High:TSLA
18.57TSLALow:GEVO
1.2GEVODetails
Price/Sales
15.96
High:TSLA
16.47TSLALow:
KNEBV.HE
2.74KNEBV.HEDetails
Price/CF
96.87
High:TSLA
99.57TSLALow:
LOGI
19.25LOGIDetails
Price/FCF
223.99
High:TSLA
229.45TSLALow:LOGI
29.29LOGIDetails
P/E Ratio
280.7
High:TSLA
298.5TSLALow:GEVO
-12.11GEVODetails
PEG Ratio
-28.83
High:GEVO
-28.83GEVOLow:GEVO
-28.83GEVODetails
Price/Book
18.46
High:TSLA
18.57TSLALow:GEVO
1.2GEVODetails
Price/Sales
15.96
High:TSLA
16.47TSLALow:KNEBV.HE
2.74KNEBV.HEDetails
Price/CF
96.87
High:TSLA
99.57TSLALow:LOGI
19.25LOGIDetails
Price/FCF
223.99
High:TSLA
229.45TSLALow:LOGI
29.29LOGIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.47% | Apr 2022 | Jun 2025 | 38 |
-3.99% | Aug 2025 | Nov 2025 | 3 |
-3.7% | Feb 2022 | Mar 2022 | 1 |