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-2.52%
This Month
+42.88%
Year To Date
+55.67%
2 Years
-12.02%
5 Years
-12.02%
10 Years
-2.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals57%
- 🚚 Transportation33.19%
- 📊 ETFs5.09%
- 💼 Commercial Services4.72%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.77%
- 🇺🇸 Nasdaq38.2%
- 🇬🇧 LSE0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.97%
- 🇧🇲 Bermuda20.97%
- 🇬🇷 Greece12.22%
- 🇬🇧 United Kingdom4.72%
- 🇷🇺 Russia0.03%
Dividends
Dividend Yield
3.02%
5 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.29
-0.29
-1
1
2
3
3
Jensen's Alpha
-9.56
-9.56
-10
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.7
-0.7
-1
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.29
-0.29
-1
1
2
3
3
Jensen's Alpha
-9.56
-9.56
-10
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.7
-0.7
-1
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.16
High:
CHRD
215.62CHRDLow:
EGY
-15.23EGYDetails
PEG Ratio
16.08
High:
ESEA
16.11ESEALow:
OGZDL.L
0.01OGZDL.LDetails
Price/Book
1.02
High:EGY
1.43EGYLow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
1.77
High:
TNK
2.67TNKLow:
GAMB
0.79GAMBDetails
Price/CF
2.82
High:GAMB
15.08GAMBLow:EGY
1.78EGYDetails
Price/FCF
17.37
High:EGY
44.76EGYLow:ESEA
8.46ESEADetails
P/E Ratio
28.16
High:CHRD
215.62CHRDLow:EGY
-15.23EGYDetails
PEG Ratio
16.08
High:ESEA
16.11ESEALow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
1.02
High:EGY
1.43EGYLow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
1.77
High:TNK
2.67TNKLow:GAMB
0.79GAMBDetails
Price/CF
2.82
High:GAMB
15.08GAMBLow:EGY
1.78EGYDetails
Price/FCF
17.37
High:EGY
44.76EGYLow:ESEA
8.46ESEADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.57% | Feb 2022 | - | 51 |