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-7.21%
This Month
+29.96%
Year To Date
+87.35%
2 Years
+86.16%
5 Years
+148.83%
10 Years
+15.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🏭 Industrial Services64.07%
- 🚚 Transportation17.88%
- 💵 Cash11.04%
- 💰 Finance7.84%
- 📊 ETFs0.31%
- ⛏️ Energy Minerals0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE64.07%
- 🇺🇸 Nasdaq18.19%
- 🇭🇰 Hong Kong Exchanges7.84%
- 🇬🇧 LSE0.25%
Countries Breakdown
- Country
- Total
- 🇨🇭 Switzerland64.07%
- 🇬🇷 Greece17.88%
- 🇨🇳 China7.84%
- 🇷🇺 Russia0.25%
Dividends
Dividend Yield
0.73%
4 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
9.62
9.62
-2
0
2
10
10
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
2.55
2.55
0
0.75
1.25
3
3
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
9.62
9.62
-2
0
2
10
10
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
2.55
2.55
0
0.75
1.25
3
3
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-2.22
High:
SHIP
14.84SHIPLow:
0656.HK
-6.150656.HKDetails
PEG Ratio
0.01
High:
LKOD.L
0.02LKOD.LLow:
OGZDL.L
0.01OGZDL.LDetails
Price/Book
0.69
High:SHIP
1.15SHIPLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
1.07
High:SHIP
1.95SHIPLow:0656.HK
0.150656.HKDetails
Price/CF
4.91
High:
RIG
6.07RIGLow:0656.HK
1.290656.HKDetails
Price/FCF
6.16
High:SHIP
24.8SHIPLow:0656.HK
1.770656.HKDetails
P/E Ratio
-2.22
High:SHIP
14.84SHIPLow:0656.HK
-6.150656.HKDetails
PEG Ratio
0.01
High:LKOD.L
0.02LKOD.LLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
0.69
High:SHIP
1.15SHIPLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
1.07
High:SHIP
1.95SHIPLow:0656.HK
0.150656.HKDetails
Price/CF
4.91
High:RIG
6.07RIGLow:0656.HK
1.290656.HKDetails
Price/FCF
6.16
High:SHIP
24.8SHIPLow:0656.HK
1.770656.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.5% | Jun 2021 | Jul 2025 | 49 |
-13.58% | Jan 2020 | May 2020 | 4 |
-7.21% | Mar 2026 | - | 1 |
-7.02% | Sep 2020 | Dec 2020 | 3 |
-6.6% | Dec 2025 | Jan 2026 | 1 |
-1.88% | Nov 2019 | Dec 2019 | 1 |
-1.27% | Feb 2021 | Apr 2021 | 2 |
-1.05% | Sep 2019 | Oct 2019 | 1 |