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-1.8%
This Month
+2.83%
Year To Date
-21.99%
2 Years
-29.88%
5 Years
-28.8%
10 Years
-7.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading62.55%
- 🏭 Industrial Services12.03%
- 📊 ETFs9.38%
- 💵 Cash8.93%
- ⛏️ Energy Minerals7.98%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.28%
- 🇺🇸 Nasdaq13.08%
- 🇩🇪 Xetra ETFs7.51%
- 🇬🇧 LSE4.93%
- 🇺🇸 Chicago Board Options Exchange3.5%
- 🇩🇪 FRA2.86%
- 🇳🇱 Euronext Amsterdam1.83%
- 🇫🇷 Euronext Paris1.38%
- 🌍 Digital Currency0.59%
- 🇨🇭 SIX0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.61%
- 🇬🇧 United Kingdom7.22%
- 🇩🇪 Germany2.86%
- 🇳🇱 Netherlands2.68%
- 🇨🇦 Canada2.52%
- 🇨🇭 Switzerland0.89%
- 🇫🇷 France0.53%
- 🇮🇪 Ireland0.08%
Dividends
Dividend Yield
1.18%
6 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CVX (3.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVX | 0.3% | 3.71% | $6.28 |
 WarrenBuffet-CF | 0.28% | 1.7% | - |
 rubymza | 0.26% | 0.75% | - |
 SLB | 0.17% | 2.4% | $1.05 |
 HAL | 0.1% | 1.99% | $0.66 |
 GreenbullInvest | 0.08% | 0.7% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.9/10
Beta
2.25
2.25
0
0.8
1.2
0
3
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
6.81
6.81
-2
0
2
7
7
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
2.25
2.25
0
0.8
1.2
0
3
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
6.81
6.81
-2
0
2
7
7
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.36
High:CVX
27.98CVXLow:SLB
20.28SLBDetails
PEG Ratio
N/A
Details
Price/Book
2.09
High:HAL
2.75HALLow:CVX
1.99CVXDetails
Price/Sales
1.97
High:SLB
2.03SLBLow:HAL
1.3HALDetails
Price/CF
8.93
High:CVX
8.97CVXLow:HAL
8.11HALDetails
Price/FCF
48.98
High:CVX
74.85CVXLow:SLB
18.16SLBDetails
P/E Ratio
26.36
High:CVX
27.98CVXLow:SLB
20.28SLBDetails
PEG Ratio
N/A
Details
Price/Book
2.09
High:HAL
2.75HALLow:CVX
1.99CVXDetails
Price/Sales
1.97
High:SLB
2.03SLBLow:HAL
1.3HALDetails
Price/CF
8.93
High:CVX
8.97CVXLow:HAL
8.11HALDetails
Price/FCF
48.98
High:CVX
74.85CVXLow:SLB
18.16SLBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.35% | Apr 2022 | Jun 2023 | 14 |
-63.03% | Jul 2023 | - | 33 |
-39.73% | Apr 2021 | Mar 2022 | 11 |