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-0.24%
This Month
+12.52%
Year To Date
+33.64%
2 Years
+136.49%
5 Years
+125.42%
10 Years
+19.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals68.57%
- 💻 Electronic Technology23.98%
- 💵 Cash14.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68.57%
- 🇺🇸 Nasdaq23.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.23%
- 🇬🇧 United Kingdom21.32%
Dividends
Dividend Yield
2.3%
4 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CVX (3.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
9.71
9.71
-2
0
2
10
10
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
2.32
2.32
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
1.51
1.51
0
0.3
0.6
2
2
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
9.71
9.71
-2
0
2
10
10
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
2.32
2.32
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
1.51
1.51
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
29.14
High:
AAPL
33.21AAPLLow:
SHEL
13.64SHELDetails
PEG Ratio
101.73
High:AAPL
129.82AAPLLow:SHEL
70.13SHELDetails
Price/Book
7.33
High:AAPL
43.77AAPLLow:SHEL
1.36SHELDetails
Price/Sales
4.29
High:AAPL
8.93AAPLLow:SHEL
0.9SHELDetails
Price/CF
18.4
High:AAPL
29.89AAPLLow:SHEL
5.22SHELDetails
Price/FCF
39.54
High:
XOM
79.92XOMLow:SHEL
15.99SHELDetails
P/E Ratio
29.14
High:AAPL
33.21AAPLLow:SHEL
13.64SHELDetails
PEG Ratio
101.73
High:AAPL
129.82AAPLLow:SHEL
70.13SHELDetails
Price/Book
7.33
High:AAPL
43.77AAPLLow:SHEL
1.36SHELDetails
Price/Sales
4.29
High:AAPL
8.93AAPLLow:SHEL
0.9SHELDetails
Price/CF
18.4
High:AAPL
29.89AAPLLow:SHEL
5.22SHELDetails
Price/FCF
39.54
High:XOM
79.92XOMLow:SHEL
15.99SHELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.71% | Apr 2025 | Aug 2025 | 4 |
-11.47% | Jun 2022 | Oct 2022 | 4 |
-7.64% | May 2023 | Jul 2023 | 2 |
-5.82% | Oct 2023 | Mar 2024 | 5 |
-3.84% | Aug 2024 | Mar 2025 | 7 |
-3.29% | Apr 2022 | May 2022 | 1 |
-3.21% | Dec 2022 | Jan 2023 | 1 |
-2.7% | Jul 2021 | Sep 2021 | 2 |
-2.44% | Feb 2023 | Apr 2023 | 2 |
-1.18% | Nov 2021 | Dec 2021 | 1 |
-0.33% | May 2021 | Jun 2021 | 1 |
-0.24% | Mar 2026 | - | 1 |
-0.19% | Aug 2023 | Sep 2023 | 1 |