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+1.95%
This Month
+17.12%
Year To Date
+64.74%
2 Years
+266.7%
5 Years
+356.34%
10 Years
+13.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚚 Transportation31.07%
- 🧪 Process Industries27.85%
- 💵 Cash19.31%
- ⛏️ Energy Minerals14.9%
- 💼 Commercial Services6.37%
- 🛍️ Retail Trade2.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.17%
- 🇬🇧 LSE12.56%
- 🇺🇸 Nasdaq9.08%
- 🇳🇴 Oslo Stock Exchange4.75%
- 🇫🇷 Euronext Paris2.34%
Countries Breakdown
- Country
- Total
- 🇨🇾 Cyprus26.32%
- 🇬🇧 United Kingdom14.99%
- 🇧🇲 Bermuda12.56%
- 🇧🇷 Brazil10.28%
- 🇺🇸 United States9.08%
- 🇬🇷 Greece4.75%
- 🇿🇦 South Africa2.58%
- 🇫🇷 France2.34%
Dividends
Dividend Yield
4.22%
6 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LYB (11.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
11.09
11.09
-2
0
2
12
12
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
3.18
3.18
0
0.75
1.25
4
4
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
11.09
11.09
-2
0
2
12
12
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
3.18
3.18
0
0.75
1.25
4
4
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.79
High:
AMZN
33.81AMZNLow:
GKP.L
-1,137.5GKP.LDetails
PEG Ratio
-423.26
High:AMZN
66.68AMZNLow:GKP.L
-1,202.97GKP.LDetails
Price/Book
4.88
High:AMZN
6.92AMZNLow:
BAK
-2.13BAKDetails
Price/Sales
2.6
High:AMZN
3.75AMZNLow:BAK
0.11BAKDetails
Price/CF
14.16
High:AMZN
18.22AMZNLow:
SSL
1.37SSLDetails
Price/FCF
89.5
High:AMZN
225.5AMZNLow:SSL
4.19SSLDetails
P/E Ratio
30.79
High:AMZN
33.81AMZNLow:GKP.L
-1,137.5GKP.LDetails
PEG Ratio
-423.26
High:AMZN
66.68AMZNLow:GKP.L
-1,202.97GKP.LDetails
Price/Book
4.88
High:AMZN
6.92AMZNLow:BAK
-2.13BAKDetails
Price/Sales
2.6
High:AMZN
3.75AMZNLow:BAK
0.11BAKDetails
Price/CF
14.16
High:AMZN
18.22AMZNLow:SSL
1.37SSLDetails
Price/FCF
89.5
High:AMZN
225.5AMZNLow:SSL
4.19SSLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.8% | Nov 2021 | Mar 2022 | 4 |
-20.65% | May 2022 | Jan 2023 | 8 |
-14.12% | Oct 2024 | Aug 2025 | 10 |
-13.04% | Jun 2020 | Nov 2020 | 5 |
-2.97% | May 2023 | Jun 2023 | 1 |
-2.52% | Aug 2023 | Sep 2023 | 1 |
-2.41% | Jun 2024 | Jul 2024 | 1 |
-1.5% | Feb 2024 | Mar 2024 | 1 |
-1.42% | Dec 2025 | Jan 2026 | 1 |
-0.88% | Aug 2021 | Sep 2021 | 1 |