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-1.47%
Today
+5.65%
This Month
-11.08%
Year To Date
+7.48%
2 Years
+61.53%
5 Years
+11.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading81.46%
- 🪙 Cryptocurrencies15.4%
- 💇♀️ Consumer Services0.76%
- 💵 Cash0.73%
- 🚚 Transportation0.42%
- 🧬 Health Technology0.29%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency58.05%
- 🇺🇸 Nasdaq19.94%
- 🇺🇸 NYSE10.81%
- 🇬🇧 LSE2.88%
- 🇩🇰 Copenhagen Stock Exchange0.7%
- 🇩🇪 FRA0.39%
- 🇮🇹 Borsa Italiana0.33%
- 🇩🇪 Xetra ETFs0.13%
- 🇺🇸 Chicago Board Options Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.84%
- 🇬🇧 United Kingdom3.1%
- 🇹🇼 Taiwan0.75%
- 🇩🇰 Denmark0.7%
- 🇬🇷 Greece0.42%
- 🇩🇪 Germany0.39%
- 🇮🇹 Italy0.33%
- 🇮🇪 Ireland0.27%
- 🇰🇾 Cayman Islands0.11%
- 🇨🇳 China0.1%
Dividends
Dividend Yield
0.3%
5 out of 12 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $SHIP (10.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.11% | 0.91% | - |
 CPHequities | 0.09% | 0.71% | - |
 SHIP | 0.04% | 10.16% | $0.1 |
 StefanULS | 0.04% | 0.34% | - |
 BuyAndHold_LTD | 0.02% | 0.04% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
 WFC (CPHequities) | Pay Day | Jun 1, 2025 | $0.40 |
 V (thomaspj) | Pay Day | Jun 2, 2025 | $0.59 |
 NKE (StefanULS) | Ex-Dividend | Jun 2, 2025 | $0.40 |
V (CPHequities) | Pay Day | Jun 2, 2025 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Jun 2, 2025 | $0.71 |
 DAL (StefanULS) | Pay Day | Jun 3, 2025 | $0.15 |
 KLAC (CPHequities) | Pay Day | Jun 3, 2025 | $1.90 |
 AER (CPHequities) | Pay Day | Jun 5, 2025 | $0.27 |
 GOOG (StefanULS) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (CPHequities) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 LLY (StefanULS) | Pay Day | Jun 10, 2025 | $1.50 |
 MSFT (thomaspj) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (StefanULS) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (CPHequities) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (CPHequities) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (BuyAndHold_LTD) | Pay Day | Jun 12, 2025 | $0.83 |
GOOG (StefanULS) | 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 |
SHIP | Ex-Dividend | Jun 27, 2025 | $0.10 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
NKE (StefanULS) | Pay Day | Jul 1, 2025 | $0.40 |
MCK (CPHequities) | Pay Day | Jul 1, 2025 | $0.71 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
SHIP | Pay Day | Jul 10, 2025 | $0.10 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 5.2/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
1.88
1.88
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
1.88
1.88
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.63
High:
ABNB
32.56ABNBLow:
BNGO
-0.07BNGODetails
PEG Ratio
5.63
High:
SHIP
8.6SHIPLow:BNGO
-0.08BNGODetails
Price/Book
10.01
High:ABNB
10.09ABNBLow:
NVAX
-15.8NVAXDetails
Price/Sales
7
High:ABNB
7.28ABNBLow:
DMKPQ
-DMKPQDetails
Price/CF
17.18
High:NVAX
147.06NVAXLow:SHIP
1.97SHIPDetails
Price/FCF
17.37
High:NVAX
40.78NVAXLow:SHIP
7.9SHIPDetails
P/E Ratio
30.63
High:ABNB
32.56ABNBLow:BNGO
-0.07BNGODetails
PEG Ratio
5.63
High:SHIP
8.6SHIPLow:BNGO
-0.08BNGODetails
Price/Book
10.01
High:ABNB
10.09ABNBLow:NVAX
-15.8NVAXDetails
Price/Sales
7
High:ABNB
7.28ABNBLow:DMKPQ
-DMKPQDetails
Price/CF
17.18
High:NVAX
147.06NVAXLow:SHIP
1.97SHIPDetails
Price/FCF
17.37
High:NVAX
40.78NVAXLow:SHIP
7.9SHIPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.45% | Nov 2021 | - | 43 |
-13.8% | May 2021 | Aug 2021 | 3 |
-5.89% | Sep 2021 | Oct 2021 | 1 |