Portfolio of Aschenpwntel on eToro

Aschenpwntel

🇩🇪 Stock and Crypto Investor.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Overview

Summary

-0.44%

This Month

+7.32%

Year To Date

+82.64%

2 Years

-22.95%

5 Years

-22.95%

10 Years

-6.31%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
25.77%
🪙 Cryptocurrencies
24.93%
🧬 Health Technology
9.5%
🍞 Consumer Non Durables
4.41%
🚚 Transportation
4.11%
💵 Cash
3.88%
💇‍♀️ Consumer Services
3.67%
⚡ Utilities
3.07%
🪨 Non Energy Minerals
2.99%
🛍️ Retail Trade
2.41%
🧪 Process Industries
2.28%
🚗 Consumer Durables
2.21%
⛏️ Energy Minerals
2.09%
📡 Communications
2.02%
🏥 Health Services
1.84%
💼 Commercial Services
1.72%
🏭 Industrial Services
0.85%
🖥️ Technology Services
0.77%
💻 Electronic Technology
0.7%
📦 Distribution Services
0.59%
❓ Other
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
62.48%
🌍 Digital Currency
24.93%
🇺🇸 Nasdaq
8.26%
🇩🇪 FRA
0.24%

Countries Breakdown

Country
Total

🇺🇸 United States
52.11%
🇩🇰 Denmark
4.99%
🇬🇷 Greece
2.82%
🇬🇧 United Kingdom
2.72%
🇿🇦 South Africa
1.65%
🇮🇱 Israel
1.29%
🇨🇦 Canada
1.12%
🇧🇷 Brazil
1.1%
🇸🇬 Singapore
0.71%
🇨🇳 China
0.7%
🇱🇺 Luxembourg
0.38%
🇳🇴 Norway
0.33%
🇹🇼 Taiwan
0.32%
🇨🇭 Switzerland
0.3%
🇩🇪 Germany
0.24%
🇮🇪 Ireland
0.2%

Dividends

Dividend Yield

3.94%

95 out of 130 instruments pay dividend.

34 dividend payments in the next 30 days.

Highest Dividend: $ZIM (50.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.65%	50.64%	$0.23
ARE	0.16%	6.26%	$5.02
O	0.15%	5.41%	$3.09
LYB	0.13%	9.89%	$5.09
PFE	0.12%	6.92%	$1.66
SBSW	0.11%	6.83%	$0.3
NVO	0.11%	2.23%	$0.98
ABR	0.1%	12.06%	$1.72
WPC	0.1%	5.21%	$3.67
VZ	0.09%	6.13%	$2.66
CCI	0.09%	5.49%	$6.26
MPW	0.09%	7.01%	$0.6
BMY	0.09%	5.24%	$2.34
SBLK	0.08%	4.11%	$1.82
NNN	0.07%	5.43%	$2.26
REXR	0.07%	3.99%	$1.6
BTI	0.06%	5.39%	$2.92
KRC	0.06%	5.09%	$2.16
UNH	0.05%	2.74%	$7.74
PINE	0.05%	7.39%	$1.1
AES	0.04%	5.47%	$0.68
CVX	0.04%	4.4%	$6.28
VALE	0.04%	6.95%	$1.33
HIW	0.04%	6.33%	$2
USB	0.04%	4.1%	$1.94
FLO	0.04%	6.61%	$0.93
VICI	0.04%	5.16%	$1.66
MRK	0.04%	3.86%	$3.04
KEY	0.04%	4.34%	$0.82
BBY	0.03%	4.98%	$3.72
TU	0.03%	7.26%	$1.11
EMN	0.03%	4.83%	$3.22
IIPR	0.03%	13.34%	$7.34
DAC	0.03%	3.6%	$3.15
CWEN	0.03%	6.08%	$1.6
HPQ	0.03%	3.96%	$1.1
TX	0.03%	7.86%	$3.3
PBR.A	0.03%	10.4%	$2.21
EPR	0.03%	6.52%	$3.34
PBR	0.03%	15.13%	$1.73
SWK	0.03%	4.23%	$3.24
PEP	0.03%	3.81%	$5.15
CTO	0.03%	8.77%	$1.52
UGI	0.03%	4.35%	$1.5
ENB	0.03%	5.7%	$2.66
HASI	0.02%	5.93%	$1.62
KHC	0.02%	5.89%	$1.6
TFC	0.02%	4.48%	$2.08
RF	0.02%	3.77%	$0.96
LEG	0.02%	2.02%	$1.43
PSA	0.02%	4.04%	$12
RIO	0.02%	5.81%	$4.34
FITB	0.02%	3.25%	$1.4
AMCR	0.02%	6.18%	$0.5
NTST	0.02%	4.72%	$0.82
UMC	0.02%	5.48%	$0.36
OKE	0.02%	5.64%	$3.89
HRL	0.02%	4.51%	$1.12
ALEX	0.02%	4.65%	$0.89
ARCC	0.02%	8.58%	$1.62
ADC	0.02%	4.17%	$2.96
TROW	0.02%	4.69%	$4.92
WEN	0.02%	7.54%	$1
EQNR	0.02%	4.72%	$1.02
TGT	0.02%	4.84%	$4.42
EXR	0.02%	4.42%	$6.48
CAG	0.01%	7.28%	$1.4
AGNC	0.01%	13.97%	$1.44
TSN	0.01%	3.58%	$1.96
SWKS	0.01%	3.75%	$2.72
CHRD	0.01%	4.99%	$5
SJM	0.01%	3.87%	$4.24
GIS	0.01%	4.8%	$2.36
ALLY	0.01%	2.9%	$1.2
DIS	0.01%	0.85%	$0.75
CMCSA	0.01%	3.86%	$1.2
BNS	0.01%	4.89%	$3.09
MBG.DE	0.01%	8.11%	$5.3
HAS	0.01%	3.51%	$2.8
ES	0.01%	4.65%	$2.78
D	0.01%	4.61%	$2.67
EVRG	0.01%	3.74%	$2.54
POR	0.01%	4.81%	$1.93
VOW3.DE	0.01%	6.37%	$9.06
ESS	0.01%	3.76%	$9.52
NJR	0.01%	3.85%	$1.68
WEC	0.01%	3.27%	$3.23
EPD	0.01%	6.8%	$2.03
ARTNA	0.01%	3.71%	$1.16
MDT.US	0.01%	3.04%	$2.77
WTRG	0.01%	3.37%	$1.23
IDA	0.01%	2.76%	$3.28
BABA	0.01%	0.76%	$0.98
PCH	0.01%	4.22%	$1.8
PSKY	0%	1.33%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
CHRD	Pay Day	Sep 8, 2025	$1.30
ZIM	Pay Day	Sep 9, 2025	$0.06
HIW	Pay Day	Sep 9, 2025	$0.50
CVX	Pay Day	Sep 10, 2025	$1.71
HPQ	Ex-Dividend	Sep 10, 2025	$0.29
AGNC	Pay Day	Sep 10, 2025	$0.12
TU	Ex-Dividend	Sep 10, 2025	$0.30
SBLK	Pay Day	Sep 10, 2025	$0.05
MPW	Ex-Dividend	Sep 11, 2025	$0.08
ALEX	Ex-Dividend	Sep 12, 2025	$0.22
MRK	Ex-Dividend	Sep 15, 2025	$0.81
UNH	Ex-Dividend	Sep 15, 2025	$2.21
EMN	Ex-Dividend	Sep 15, 2025	$0.83
UGI	Ex-Dividend	Sep 15, 2025	$0.38
KEY	Pay Day	Sep 15, 2025	$0.20
TROW	Ex-Dividend	Sep 15, 2025	$1.27
LEG	Ex-Dividend	Sep 15, 2025	$0.05
CCI	Ex-Dividend	Sep 15, 2025	$1.06
PSA	Ex-Dividend	Sep 15, 2025	$3.00
O	Pay Day	Sep 15, 2025	$0.27
EXR	Ex-Dividend	Sep 15, 2025	$1.62
ARCC	Ex-Dividend	Sep 15, 2025	$0.48
PCH	Ex-Dividend	Sep 15, 2025	$0.45
ADC	Pay Day	Sep 15, 2025	$0.26
EPR	Pay Day	Sep 15, 2025	$0.30
NTST	Pay Day	Sep 15, 2025	$0.22
SWK	Pay Day	Sep 16, 2025	$0.83
SWKS	Pay Day	Sep 16, 2025	$0.71
WEN	Pay Day	Sep 16, 2025	$0.14
CWEN	Pay Day	Sep 16, 2025	$0.45
BBY	Ex-Dividend	Sep 18, 2025	$0.95
VICI	Ex-Dividend	Sep 18, 2025	$0.45
FLO	Pay Day	Sep 19, 2025	$0.25
EVRG	Pay Day	Sep 19, 2025	$0.67
D	Pay Day	Sep 20, 2025	$0.67
UNH	Pay Day	Sep 23, 2025	$2.21
RIO	Pay Day	Sep 25, 2025	$1.48
AMCR	Pay Day	Sep 25, 2025	$0.13
POR	Ex-Dividend	Sep 25, 2025	$0.52
KHC	Pay Day	Sep 26, 2025	$0.40
PBR	Pay Day	Sep 29, 2025	$0.11
TROW	Pay Day	Sep 29, 2025	$1.27
PEP	Pay Day	Sep 30, 2025	$1.42
CCI	Pay Day	Sep 30, 2025	$1.06
PSA	Pay Day	Sep 30, 2025	$3.00
ARE	Ex-Dividend	Sep 30, 2025	$1.32
ESS	Ex-Dividend	Sep 30, 2025	$2.57
EXR	Pay Day	Sep 30, 2025	$1.62
REXR	Ex-Dividend	Sep 30, 2025	$0.43
ARCC	Pay Day	Sep 30, 2025	$0.48
PCH	Pay Day	Sep 30, 2025	$0.45
HPQ	Pay Day	Oct 1, 2025	$0.29
CMCSA	Ex-Dividend	Oct 1, 2025	$0.33
UGI	Pay Day	Oct 1, 2025	$0.38
RF	Pay Day	Oct 1, 2025	$0.26
TU	Pay Day	Oct 1, 2025	$0.30
BTI	Ex-Dividend	Oct 3, 2025	$0.75
HASI	Ex-Dividend	Oct 3, 2025	$0.42
MRK	Pay Day	Oct 7, 2025	$0.81
EMN	Pay Day	Oct 7, 2025	$0.83
BNS	Ex-Dividend	Oct 7, 2025	$0.79
ALEX	Pay Day	Oct 7, 2025	$0.22
BBY	Pay Day	Oct 9, 2025	$0.95
MPW	Pay Day	Oct 9, 2025	$0.08
VICI	Pay Day	Oct 9, 2025	$0.45
LEG	Pay Day	Oct 15, 2025	$0.05
ARE	Pay Day	Oct 15, 2025	$1.32
ESS	Pay Day	Oct 15, 2025	$2.57
REXR	Pay Day	Oct 15, 2025	$0.43
POR	Pay Day	Oct 15, 2025	$0.52
HASI	Pay Day	Oct 17, 2025	$0.42
CMCSA	Pay Day	Oct 22, 2025	$0.33
BNS	Pay Day	Oct 29, 2025	$0.79
BTI	Pay Day	Nov 13, 2025	$0.75
ENB	Ex-Dividend	Nov 14, 2025	$0.68
EQNR	Ex-Dividend	Nov 14, 2025	$0.37
EQNR	Pay Day	Nov 26, 2025	$0.37
TSN	Ex-Dividend	Dec 1, 2025	$0.50
ENB	Pay Day	Dec 1, 2025	$0.68
TSN	Pay Day	Dec 15, 2025	$0.50

Performance Metrics

Score 2.1/10

Beta

1.59

0.8

1.2

Sharpe Ratio

-0.12

-1

0.5

1.5

Sortino Ratio

-0.17

-1

Jensen's Alpha

-15

-16

4.5

Omega Ratio

0.7

1.5

2.5

Treynor Ratio

-0.21

-1

0.75

1.25

Information Ratio

-0.48

-1

0.3

0.6

Calmar Ratio

-0.1

-1

0.3

0.6

Beta

1.59

0.8

1.2

Sharpe Ratio

-0.12

-1

0.5

1.5

Sortino Ratio

-0.17

-1

Jensen's Alpha

-15

-16

4.5

Omega Ratio

0.7

1.5

2.5

Treynor Ratio

-0.21

-1

0.75

1.25

Information Ratio

-0.48

-1

0.3

0.6

Calmar Ratio

-0.1

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

16.63

High:

96.26

Low:

ARE

-627.48

Details

PEG Ratio

-116.84

High:

EPD

556

Low:

PINE

-12,087.89

Details

Price/Book

2.41

High:

HAS

46.76

Low:

HPQ

-30.13

Details

Price/Sales

1.71

High:

ADC

12.03

Low:

VOW3.DE

0.15

Details

Price/CF

9.52

High:

HASI

37.21

Low:

ZIM

0.56

Details

Price/FCF

30.2

High:

PEP

5,253.35

Low:

ZIM

0.87

Details

Worst Drawdowns

Depth	Start	End	Total months
-60.58%	Nov 2021	-	47
-4.61%	Sep 2021	Oct 2021	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
25.77%
🪙 Cryptocurrencies
24.93%
🧬 Health Technology
9.5%
🍞 Consumer Non Durables
4.41%
🚚 Transportation
4.11%
💵 Cash
3.88%
💇‍♀️ Consumer Services
3.67%
⚡ Utilities
3.07%
🪨 Non Energy Minerals
2.99%
🛍️ Retail Trade
2.41%
🧪 Process Industries
2.28%
🚗 Consumer Durables
2.21%
⛏️ Energy Minerals
2.09%
📡 Communications
2.02%
🏥 Health Services
1.84%
💼 Commercial Services
1.72%
🏭 Industrial Services
0.85%
🖥️ Technology Services
0.77%
💻 Electronic Technology
0.7%
📦 Distribution Services
0.59%
❓ Other
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
62.48%
🌍 Digital Currency
24.93%
🇺🇸 Nasdaq
8.26%
🇩🇪 FRA
0.24%

Countries Breakdown

Country
Total

🇺🇸 United States
52.11%
🇩🇰 Denmark
4.99%
🇬🇷 Greece
2.82%
🇬🇧 United Kingdom
2.72%
🇿🇦 South Africa
1.65%
🇮🇱 Israel
1.29%
🇨🇦 Canada
1.12%
🇧🇷 Brazil
1.1%
🇸🇬 Singapore
0.71%
🇨🇳 China
0.7%
🇱🇺 Luxembourg
0.38%
🇳🇴 Norway
0.33%
🇹🇼 Taiwan
0.32%
🇨🇭 Switzerland
0.3%
🇩🇪 Germany
0.24%
🇮🇪 Ireland
0.2%

Dividends

Dividend Yield

3.94%

95 out of 130 instruments pay dividend.

34 dividend payments in the next 30 days.

Highest Dividend: $ZIM (50.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.65%	50.64%	$0.23
ARE	0.16%	6.26%	$5.02
O	0.15%	5.41%	$3.09
LYB	0.13%	9.89%	$5.09
PFE	0.12%	6.92%	$1.66
SBSW	0.11%	6.83%	$0.3
NVO	0.11%	2.23%	$0.98
ABR	0.1%	12.06%	$1.72
WPC	0.1%	5.21%	$3.67
VZ	0.09%	6.13%	$2.66
CCI	0.09%	5.49%	$6.26
MPW	0.09%	7.01%	$0.6
BMY	0.09%	5.24%	$2.34
SBLK	0.08%	4.11%	$1.82
NNN	0.07%	5.43%	$2.26
REXR	0.07%	3.99%	$1.6
BTI	0.06%	5.39%	$2.92
KRC	0.06%	5.09%	$2.16
UNH	0.05%	2.74%	$7.74
PINE	0.05%	7.39%	$1.1
AES	0.04%	5.47%	$0.68
CVX	0.04%	4.4%	$6.28
VALE	0.04%	6.95%	$1.33
HIW	0.04%	6.33%	$2
USB	0.04%	4.1%	$1.94
FLO	0.04%	6.61%	$0.93
VICI	0.04%	5.16%	$1.66
MRK	0.04%	3.86%	$3.04
KEY	0.04%	4.34%	$0.82
BBY	0.03%	4.98%	$3.72
TU	0.03%	7.26%	$1.11
EMN	0.03%	4.83%	$3.22
IIPR	0.03%	13.34%	$7.34
DAC	0.03%	3.6%	$3.15
CWEN	0.03%	6.08%	$1.6
HPQ	0.03%	3.96%	$1.1
TX	0.03%	7.86%	$3.3
PBR.A	0.03%	10.4%	$2.21
EPR	0.03%	6.52%	$3.34
PBR	0.03%	15.13%	$1.73
SWK	0.03%	4.23%	$3.24
PEP	0.03%	3.81%	$5.15
CTO	0.03%	8.77%	$1.52
UGI	0.03%	4.35%	$1.5
ENB	0.03%	5.7%	$2.66
HASI	0.02%	5.93%	$1.62
KHC	0.02%	5.89%	$1.6
TFC	0.02%	4.48%	$2.08
RF	0.02%	3.77%	$0.96
LEG	0.02%	2.02%	$1.43
PSA	0.02%	4.04%	$12
RIO	0.02%	5.81%	$4.34
FITB	0.02%	3.25%	$1.4
AMCR	0.02%	6.18%	$0.5
NTST	0.02%	4.72%	$0.82
UMC	0.02%	5.48%	$0.36
OKE	0.02%	5.64%	$3.89
HRL	0.02%	4.51%	$1.12
ALEX	0.02%	4.65%	$0.89
ARCC	0.02%	8.58%	$1.62
ADC	0.02%	4.17%	$2.96
TROW	0.02%	4.69%	$4.92
WEN	0.02%	7.54%	$1
EQNR	0.02%	4.72%	$1.02
TGT	0.02%	4.84%	$4.42
EXR	0.02%	4.42%	$6.48
CAG	0.01%	7.28%	$1.4
AGNC	0.01%	13.97%	$1.44
TSN	0.01%	3.58%	$1.96
SWKS	0.01%	3.75%	$2.72
CHRD	0.01%	4.99%	$5
SJM	0.01%	3.87%	$4.24
GIS	0.01%	4.8%	$2.36
ALLY	0.01%	2.9%	$1.2
DIS	0.01%	0.85%	$0.75
CMCSA	0.01%	3.86%	$1.2
BNS	0.01%	4.89%	$3.09
MBG.DE	0.01%	8.11%	$5.3
HAS	0.01%	3.51%	$2.8
ES	0.01%	4.65%	$2.78
D	0.01%	4.61%	$2.67
EVRG	0.01%	3.74%	$2.54
POR	0.01%	4.81%	$1.93
VOW3.DE	0.01%	6.37%	$9.06
ESS	0.01%	3.76%	$9.52
NJR	0.01%	3.85%	$1.68
WEC	0.01%	3.27%	$3.23
EPD	0.01%	6.8%	$2.03
ARTNA	0.01%	3.71%	$1.16
MDT.US	0.01%	3.04%	$2.77
WTRG	0.01%	3.37%	$1.23
IDA	0.01%	2.76%	$3.28
BABA	0.01%	0.76%	$0.98
PCH	0.01%	4.22%	$1.8
PSKY	0%	1.33%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
CHRD	Pay Day	Sep 8, 2025	$1.30
ZIM	Pay Day	Sep 9, 2025	$0.06
HIW	Pay Day	Sep 9, 2025	$0.50
CVX	Pay Day	Sep 10, 2025	$1.71
HPQ	Ex-Dividend	Sep 10, 2025	$0.29
AGNC	Pay Day	Sep 10, 2025	$0.12
TU	Ex-Dividend	Sep 10, 2025	$0.30
SBLK	Pay Day	Sep 10, 2025	$0.05
MPW	Ex-Dividend	Sep 11, 2025	$0.08
ALEX	Ex-Dividend	Sep 12, 2025	$0.22
MRK	Ex-Dividend	Sep 15, 2025	$0.81
UNH	Ex-Dividend	Sep 15, 2025	$2.21
EMN	Ex-Dividend	Sep 15, 2025	$0.83
UGI	Ex-Dividend	Sep 15, 2025	$0.38
KEY	Pay Day	Sep 15, 2025	$0.20
TROW	Ex-Dividend	Sep 15, 2025	$1.27
LEG	Ex-Dividend	Sep 15, 2025	$0.05
CCI	Ex-Dividend	Sep 15, 2025	$1.06
PSA	Ex-Dividend	Sep 15, 2025	$3.00
O	Pay Day	Sep 15, 2025	$0.27
EXR	Ex-Dividend	Sep 15, 2025	$1.62
ARCC	Ex-Dividend	Sep 15, 2025	$0.48
PCH	Ex-Dividend	Sep 15, 2025	$0.45
ADC	Pay Day	Sep 15, 2025	$0.26
EPR	Pay Day	Sep 15, 2025	$0.30
NTST	Pay Day	Sep 15, 2025	$0.22
SWK	Pay Day	Sep 16, 2025	$0.83
SWKS	Pay Day	Sep 16, 2025	$0.71
WEN	Pay Day	Sep 16, 2025	$0.14
CWEN	Pay Day	Sep 16, 2025	$0.45
BBY	Ex-Dividend	Sep 18, 2025	$0.95
VICI	Ex-Dividend	Sep 18, 2025	$0.45
FLO	Pay Day	Sep 19, 2025	$0.25
EVRG	Pay Day	Sep 19, 2025	$0.67
D	Pay Day	Sep 20, 2025	$0.67
UNH	Pay Day	Sep 23, 2025	$2.21
RIO	Pay Day	Sep 25, 2025	$1.48
AMCR	Pay Day	Sep 25, 2025	$0.13
POR	Ex-Dividend	Sep 25, 2025	$0.52
KHC	Pay Day	Sep 26, 2025	$0.40
PBR	Pay Day	Sep 29, 2025	$0.11
TROW	Pay Day	Sep 29, 2025	$1.27
PEP	Pay Day	Sep 30, 2025	$1.42
CCI	Pay Day	Sep 30, 2025	$1.06
PSA	Pay Day	Sep 30, 2025	$3.00
ARE	Ex-Dividend	Sep 30, 2025	$1.32
ESS	Ex-Dividend	Sep 30, 2025	$2.57
EXR	Pay Day	Sep 30, 2025	$1.62
REXR	Ex-Dividend	Sep 30, 2025	$0.43
ARCC	Pay Day	Sep 30, 2025	$0.48
PCH	Pay Day	Sep 30, 2025	$0.45
HPQ	Pay Day	Oct 1, 2025	$0.29
CMCSA	Ex-Dividend	Oct 1, 2025	$0.33
UGI	Pay Day	Oct 1, 2025	$0.38
RF	Pay Day	Oct 1, 2025	$0.26
TU	Pay Day	Oct 1, 2025	$0.30
BTI	Ex-Dividend	Oct 3, 2025	$0.75
HASI	Ex-Dividend	Oct 3, 2025	$0.42
MRK	Pay Day	Oct 7, 2025	$0.81
EMN	Pay Day	Oct 7, 2025	$0.83
BNS	Ex-Dividend	Oct 7, 2025	$0.79
ALEX	Pay Day	Oct 7, 2025	$0.22
BBY	Pay Day	Oct 9, 2025	$0.95
MPW	Pay Day	Oct 9, 2025	$0.08
VICI	Pay Day	Oct 9, 2025	$0.45
LEG	Pay Day	Oct 15, 2025	$0.05
ARE	Pay Day	Oct 15, 2025	$1.32
ESS	Pay Day	Oct 15, 2025	$2.57
REXR	Pay Day	Oct 15, 2025	$0.43
POR	Pay Day	Oct 15, 2025	$0.52
HASI	Pay Day	Oct 17, 2025	$0.42
CMCSA	Pay Day	Oct 22, 2025	$0.33
BNS	Pay Day	Oct 29, 2025	$0.79
BTI	Pay Day	Nov 13, 2025	$0.75
ENB	Ex-Dividend	Nov 14, 2025	$0.68
EQNR	Ex-Dividend	Nov 14, 2025	$0.37
EQNR	Pay Day	Nov 26, 2025	$0.37
TSN	Ex-Dividend	Dec 1, 2025	$0.50
ENB	Pay Day	Dec 1, 2025	$0.68
TSN	Pay Day	Dec 15, 2025	$0.50

Performance Metrics

Score 2.1/10

Beta

1.59

0.8

1.2

Sharpe Ratio

-0.12

-1

0.5

1.5

Sortino Ratio

-0.17

-1

Jensen's Alpha

-15

-16

4.5

Omega Ratio

0.7

1.5

2.5

Treynor Ratio

-0.21

-1

0.75

1.25

Information Ratio

-0.48

-1

0.3

0.6

Calmar Ratio

-0.1

-1

0.3

0.6

Beta

1.59

0.8

1.2

Sharpe Ratio

-0.12

-1

0.5

1.5

Sortino Ratio

-0.17

-1

Jensen's Alpha

-15

-16

4.5

Omega Ratio

0.7

1.5

2.5

Treynor Ratio

-0.21

-1

0.75

1.25

Information Ratio

-0.48

-1

0.3

0.6

Calmar Ratio

-0.1

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

16.63

High:

96.26

Low:

ARE

-627.48

Details

PEG Ratio

-116.84

High:

EPD

556

Low:

PINE

-12,087.89

Details

Price/Book

2.41

High:

HAS

46.76

Low:

HPQ

-30.13

Details

Price/Sales

1.71

High:

ADC

12.03

Low:

VOW3.DE

0.15

Details

Price/CF

9.52

High:

HASI

37.21

Low:

ZIM

0.56

Details

Price/FCF

30.2

High:

PEP

5,253.35

Low:

ZIM

0.87

Details

Depth

Start

End

Total months

-60.58%

Nov 2021

-4.61%

Sep 2021

Oct 2021

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics