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+0.05%
Today
+0.05%
This Month
-17.76%
Year To Date
+57.58%
2 Years
+137.97%
5 Years
+39.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology29.21%
- 🚗 Consumer Durables22.43%
- 👥 Copy Trading14.84%
- 🖥️ Technology Services10.87%
- 🪙 Cryptocurrencies10.82%
- 🧬 Health Technology9.81%
- 💵 Cash2.86%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq68.76%
- 🌍 Digital Currency11.42%
- 🇩🇰 Copenhagen Stock Exchange10.19%
- 🇺🇸 NYSE6.41%
- 🇩🇪 FRA0.43%
- 🇺🇸 Chicago Board Options Exchange0.39%
- 🇮🇹 Borsa Italiana0.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.29%
- 🇩🇰 Denmark10.19%
- 🇹🇼 Taiwan0.9%
- 🇩🇪 Germany0.43%
- 🇮🇹 Italy0.38%
- 🇮🇪 Ireland0.33%
- 🇬🇧 United Kingdom0.28%
- 🇯🇵 Japan0.19%
- 🇨🇳 China0.13%
- 🇰🇾 Cayman Islands0.11%
Dividends
Dividend Yield
0.4%
5 out of 8 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (2.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NOVO-B.CO | 0.24% | 2.5% | $9.4 |
 CPHequities | 0.11% | 0.71% | - |
 META | 0.03% | 0.34% | $1 |
 GOOG | 0.01% | 0.48% | $0.2 |
 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 | Ex-Dividend | Jun 9, 2025 | $0.21 |
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 | Pay Day | Jun 16, 2025 | $0.21 |
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 8.1/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.15
2.15
0
1
2
3
3
Jensen's Alpha
20.14
20.14
-2
0
2
21
21
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
2.06
2.06
0
0.3
0.6
3
3
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.15
2.15
0
1
2
3
3
Jensen's Alpha
20.14
20.14
-2
0
2
21
21
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
2.06
2.06
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.82
High:
TSLA
157.95TSLALow:
GOOG
18.49GOOGDetails
PEG Ratio
43.3
High:
NOVO-B.CO
93.69NOVO-B.COLow:
NVDA
26.63NVDADetails
Price/Book
18.53
High:NVDA
35.33NVDALow:GOOG
5.84GOOGDetails
Price/Sales
14.56
High:NVDA
21.68NVDALow:GOOG
5.67GOOGDetails
Price/CF
38.81
High:NVDA
54.98NVDALow:GOOG
14.48GOOGDetails
Price/FCF
57.2
High:TSLA
134.59TSLALow:GOOG
29.5GOOGDetails
P/E Ratio
38.82
High:TSLA
157.95TSLALow:GOOG
18.49GOOGDetails
PEG Ratio
43.3
High:NOVO-B.CO
93.69NOVO-B.COLow:NVDA
26.63NVDADetails
Price/Book
18.53
High:NVDA
35.33NVDALow:GOOG
5.84GOOGDetails
Price/Sales
14.56
High:NVDA
21.68NVDALow:GOOG
5.67GOOGDetails
Price/CF
38.81
High:NVDA
54.98NVDALow:GOOG
14.48GOOGDetails
Price/FCF
57.2
High:TSLA
134.59TSLALow:GOOG
29.5GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.12% | Dec 2024 | - | 5 |
-17.55% | Dec 2022 | Jan 2023 | 1 |
-10.61% | Sep 2023 | Dec 2023 | 3 |
-5.75% | Apr 2023 | May 2023 | 1 |
-2.72% | Jul 2024 | Oct 2024 | 3 |
-1.83% | Apr 2024 | May 2024 | 1 |