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-4.02%
This Month
+21.32%
Year To Date
+40.24%
2 Years
-48.21%
5 Years
-48.21%
10 Years
-12.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading99.95%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.91%
- 🇺🇸 NYSE25.43%
- 🇳🇱 Euronext Amsterdam2.58%
- 🇬🇧 LSE0.73%
- 🇺🇸 Chicago Board Options Exchange0.39%
- 🇭🇰 Hong Kong Exchanges0.33%
- 🇩🇰 Copenhagen Stock Exchange0.31%
- 🇫🇮 Helsinki Stock Exchange0.26%
- 🇮🇹 Borsa Italiana0.2%
- 🇫🇷 Euronext Paris0.16%
- 🇨🇭 SIX0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.49%
- 🇹🇼 Taiwan8.88%
- 🇳🇱 Netherlands4.5%
- 🇨🇳 China1.46%
- 🇦🇷 Argentina0.51%
- 🇨🇦 Canada0.47%
- 🇸🇬 Singapore0.47%
- 🇦🇺 Australia0.46%
- 🇰🇾 Cayman Islands0.32%
- 🇩🇰 Denmark0.31%
- 🇰🇷 South Korea0.3%
- 🇫🇮 Finland0.26%
- 🇮🇹 Italy0.2%
- 🇫🇷 France0.16%
- 🇨🇭 Switzerland0.07%
- 🇬🇧 United Kingdom0.05%
Dividends
Dividend Yield
0.28%
4 out of 5 instruments pay dividend.
25 dividend payments in the next 30 days.
Highest Dividend: CPHequities (0.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Hugely | 0.13% | 0.26% | - |
 CPHequities | 0.08% | 0.7% | - |
 AI-Revolution | 0.07% | 0.28% | - |
 rafaeldfl | 0% | 0.08% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOG (Hugely) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (Hugely) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (CPHequities) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 ROST (CPHequities) | Ex-Dividend | Jun 9, 2026 | $0.45 |
 IBM (Hugely) | Pay Day | Jun 10, 2026 | $1.69 |
 RPRX (CPHequities) | Pay Day | Jun 10, 2026 | $0.23 |
 MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
 CRM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.44 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (Hugely) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (Hugely) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (Hugely) | Ex-Dividend | Jun 11, 2026 | $0.95 |
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 |
TSM (rafaeldfl) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 TER (rafaeldfl) | Pay Day | Jun 12, 2026 | $0.13 |
 META (AI-Revolution) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
GOOG (Hugely) | Pay Day | Jun 15, 2026 | $0.22 |
GOOGL (Hugely) | Pay Day | Jun 15, 2026 | $0.22 |
 IRDM (Hugely) | Ex-Dividend | Jun 15, 2026 | $0.15 |
GOOG (CPHequities) | Pay Day | Jun 15, 2026 | $0.22 |
ORA.PA (CPHequities) | Pay Day | Jun 15, 2026 | $0.53 |
 ADI.US (CPHequities) | Pay Day | Jun 16, 2026 | $1.10 |
 LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 WDC (Hugely) | Pay Day | Jun 17, 2026 | $0.15 |
LRCX (Hugely) | Ex-Dividend | Jun 17, 2026 | $0.26 |
LRCX (CPHequities) | Ex-Dividend | Jun 17, 2026 | $0.26 |
WDC (rafaeldfl) | Pay Day | Jun 17, 2026 | $0.15 |
 NEM (CPHequities) | Pay Day | Jun 22, 2026 | $0.26 |
 AMKR (Hugely) | Pay Day | Jun 23, 2026 | $0.08 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
 QCOM (Hugely) | Pay Day | Jun 25, 2026 | $0.92 |
 NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Hugely) | Pay Day | Jun 26, 2026 | $0.25 |
IRDM (Hugely) | Pay Day | Jun 30, 2026 | $0.15 |
ROST (CPHequities) | Pay Day | Jun 30, 2026 | $0.45 |
 VTR (CPHequities) | Ex-Dividend | Jun 30, 2026 | $0.52 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
 CSCO (CPHequities) | Ex-Dividend | Jul 6, 2026 | $0.42 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (Hugely) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (CPHequities) | Pay Day | Jul 8, 2026 | $0.26 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (Hugely) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (rafaeldfl) | Pay Day | Jul 9, 2026 | $0.95 |
 TD (CPHequities) | Ex-Dividend | Jul 10, 2026 | $0.81 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
VTR (CPHequities) | Pay Day | Jul 16, 2026 | $0.52 |
CSCO (CPHequities) | Pay Day | Jul 22, 2026 | $0.42 |
TD (CPHequities) | Pay Day | Jul 31, 2026 | $0.81 |
Performance Metrics
Score 2/10
Beta
2.39
2.39
0
0.8
1.2
0
3
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.17
-0.17
-1
1
2
3
3
Jensen's Alpha
-24.73
-24.73
-25
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
-0.2
-0.2
-1
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
2.39
2.39
0
0.8
1.2
0
3
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.17
-0.17
-1
1
2
3
3
Jensen's Alpha
-24.73
-24.73
-25
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
-0.2
-0.2
-1
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.07% | Nov 2021 | - | 56 |