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+9.43%
This Month
-4.45%
Year To Date
+6.66%
2 Years
+9.87%
5 Years
+67.93%
10 Years
+8.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services38.28%
- 🪙 Cryptocurrencies18.9%
- 🚗 Consumer Durables12.2%
- 👥 Copy Trading7.39%
- 💵 Cash6.27%
- 💻 Electronic Technology5.14%
- 💰 Finance3.97%
- 🏭 Industrial Services1.95%
- 🛍️ Retail Trade1.83%
- 🛠️ Producer Manufacturing1%
- 📦 Distribution Services0.99%
- 🪨 Non Energy Minerals0.7%
- ⚡ Utilities0.04%
- 🍞 Consumer Non Durables0.04%
- 🧬 Health Technology0.03%
- 🏥 Health Services0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.73%
- 🇺🇸 NYSE23.51%
- 🌍 Digital Currency20.88%
- 🇩🇪 FRA8.37%
- 🇭🇰 Hong Kong Exchanges3.7%
- 🇬🇧 LSE0.16%
- 🇺🇸 Chicago Board Options Exchange0.06%
- 🇳🇱 Euronext Amsterdam0.05%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.04%
- 🇮🇹 Borsa Italiana0.02%
- 🇫🇷 Euronext Paris0.02%
- 🇸🇪 Stockholm Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.29%
- 🇮🇱 Israel8.47%
- 🇩🇪 Germany8.37%
- 🇯🇵 Japan6.03%
- 🇨🇳 China5.46%
- 🇧🇲 Bermuda0.18%
- 🇹🇼 Taiwan0.13%
- 🇨🇦 Canada0.12%
- 🇬🇧 United Kingdom0.07%
- 🇰🇷 South Korea0.05%
- 🇩🇰 Denmark0.04%
- 🇳🇱 Netherlands0.04%
- 🇮🇪 Ireland0.04%
- 🇫🇮 Finland0.04%
- 🇰🇾 Cayman Islands0.03%
- 🇿🇦 South Africa0.02%
- 🇮🇹 Italy0.02%
- 🇫🇷 France0.02%
- 🇭🇰 Hong Kong0.02%
- 🇸🇪 Sweden0.02%
- 🇨🇿 Czech Republic0.01%
Dividends
Dividend Yield
1.07%
31 out of 48 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.26% | 6.89% | $9.06 |
 HPQ | 0.24% | 5.93% | $1.1 |
 MBG.DE | 0.16% | 6.68% | $5.3 |
 ORCL | 0.1% | 1.03% | $1.6 |
 02386.HK | 0.09% | 4.44% | $0.38 |
 NTDOY | 0.04% | 1.03% | $0.24 |
 BMW3.DE | 0.04% | 5.27% | - |
 JD.US | 0.02% | 3.1% | $0.74 |
 3323.HK | 0.02% | 3.19% | $0.25 |
 MSFT | 0.01% | 0.84% | $3 |
 03993.HK | 0.01% | 1.48% | $0.17 |
 CPHequities | 0.01% | 0.78% | - |
 IFX.DE | 0.01% | 0.72% | $0.35 |
 SONY | 0.01% | 0.48% | $0.49 |
 CAT | 0.01% | 0.76% | $5.31 |
 BABA | 0.01% | 0.73% | $0.98 |
 AAPL | 0.01% | 0.38% | $0.97 |
 DevonToogood | 0% | 0.16% | - |
 Flaten | 0% | 0.38% | - |
 NGG | 0% | 3.56% | $3.65 |
 KO | 0% | 2.72% | $1.89 |
 UNH | 0% | 2.72% | $7.74 |
 C | 0% | 1.79% | $2.12 |
 FCX | 0% | 0.85% | $0.6 |
 WS-Redemption | 0% | 0.01% | - |
 WMT | 0% | 0.78% | $0.81 |
 TSM | 0% | 0.62% | $1.74 |
 SMSN.L | 0% | 0.56% | $23.68 |
 RHM.DE | 0% | 0.77% | $5.7 |
 META | 0% | 0.31% | $1 |
 GOOG | 0% | 0.25% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CAT | Ex-Dividend | Apr 20, 2026 | $1.51 |
CAT (CPHequities) | Ex-Dividend | Apr 20, 2026 | $1.51 |
MBG.DE | Pay Day | Apr 21, 2026 | $4.06 |
 AGX (CPHequities) | Ex-Dividend | Apr 22, 2026 | $0.50 |
 RR.L (Flaten) | Ex-Dividend | Apr 23, 2026 | $0.07 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
ORCL (Flaten) | Pay Day | Apr 24, 2026 | $0.50 |
 ESLT (Flaten) | Pay Day | Apr 27, 2026 | $1.00 |
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
 NI (Flaten) | Ex-Dividend | Apr 30, 2026 | $0.30 |
 TD (CPHequities) | Pay Day | Apr 30, 2026 | $0.79 |
AGX (CPHequities) | Pay Day | Apr 30, 2026 | $0.50 |
FCX | Pay Day | May 1, 2026 | $0.15 |
C | Ex-Dividend | May 4, 2026 | $0.60 |
3323.HK | Ex-Dividend | May 4, 2026 | $0.02 |
 HIFS (DevonToogood) | Ex-Dividend | May 4, 2026 | $0.63 |
 PKE (Flaten) | Pay Day | May 4, 2026 | $0.13 |
C (CPHequities) | Ex-Dividend | May 4, 2026 | $0.60 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
 GD (Flaten) | Pay Day | May 8, 2026 | $1.59 |
WMT (CPHequities) | Ex-Dividend | May 8, 2026 | $0.25 |
HIFS (DevonToogood) | Pay Day | May 13, 2026 | $0.63 |
 PUK (CPHequities) | Pay Day | May 13, 2026 | $0.38 |
 0700.HK (DevonToogood) | Ex-Dividend | May 15, 2026 | $0.68 |
CAT | Pay Day | May 19, 2026 | $1.51 |
CAT (CPHequities) | Pay Day | May 19, 2026 | $1.51 |
NI (Flaten) | Pay Day | May 20, 2026 | $0.30 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (CPHequities) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (CPHequities) | Ex-Dividend | May 21, 2026 | $0.53 |
C | Pay Day | May 22, 2026 | $0.60 |
C (CPHequities) | Pay Day | May 22, 2026 | $0.60 |
WMT | Pay Day | May 26, 2026 | $0.25 |
 JNJ (CPHequities) | Ex-Dividend | May 26, 2026 | $1.34 |
WMT (CPHequities) | Pay Day | May 26, 2026 | $0.25 |
0700.HK (DevonToogood) | Pay Day | Jun 1, 2026 | $0.68 |
RR.L (Flaten) | Pay Day | Jun 3, 2026 | $0.07 |
JNJ (CPHequities) | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | 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 |
AMAT (CPHequities) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.95 |
ORA.PA (CPHequities) | Pay Day | Jun 15, 2026 | $0.53 |
3323.HK | Pay Day | Jun 30, 2026 | $0.02 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 3.4/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-3.38
-3.38
-4
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-3.38
-3.38
-4
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.39
High:
TSLA
372.32TSLALow:
INTC
-836.39INTCDetails
PEG Ratio
138.59
High:IFX.DE
754.75IFX.DELow:INTC
-851.7INTCDetails
Price/Book
4.87
High:
PLTR
47.39PLTRLow:HPQ
-23.8HPQDetails
Price/Sales
4.17
High:PLTR
84.18PLTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.02
High:PLTR
214.31PLTRLow:3323.HK
1.943323.HKDetails
Price/FCF
45.92
High:BABA
1,196.17BABALow:02386.HK
4.3202386.HKDetails
P/E Ratio
26.39
High:TSLA
372.32TSLALow:INTC
-836.39INTCDetails
PEG Ratio
138.59
High:IFX.DE
754.75IFX.DELow:INTC
-851.7INTCDetails
Price/Book
4.87
High:PLTR
47.39PLTRLow:HPQ
-23.8HPQDetails
Price/Sales
4.17
High:PLTR
84.18PLTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.02
High:PLTR
214.31PLTRLow:3323.HK
1.943323.HKDetails
Price/FCF
45.92
High:BABA
1,196.17BABALow:02386.HK
4.3202386.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.08% | Nov 2021 | Mar 2024 | 28 |
-19.48% | Oct 2025 | - | 7 |
-18.59% | Apr 2024 | Sep 2025 | 17 |
-7.11% | Nov 2019 | Jul 2020 | 8 |
-4.19% | Sep 2021 | Oct 2021 | 1 |
-3.39% | Sep 2020 | Nov 2020 | 2 |
-2.33% | May 2021 | Jun 2021 | 1 |
-1.19% | Jul 2021 | Aug 2021 | 1 |
-0.83% | Sep 2019 | Oct 2019 | 1 |