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+10.23%
This Month
+10.23%
Year To Date
+10.23%
2 Years
+10.23%
5 Years
+10.23%
10 Years
+10.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals53.16%
- 🏭 Industrial Services27.7%
- 💵 Cash17.98%
- ⚡ Utilities2.82%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE80.2%
- 🇺🇸 Nasdaq3.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.64%
- 🇨🇦 Canada19.42%
- 🇧🇷 Brazil3.62%
Dividends
Dividend Yield
2.8%
24 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (7.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.28% | 7.74% | $2.21 |
 CNQ | 0.24% | 4.55% | $1.48 |
 ENB | 0.2% | 5.62% | $2.66 |
 CVX | 0.17% | 3.99% | $6.28 |
 OKE | 0.16% | 5.23% | $3.89 |
 TRP | 0.15% | 4.2% | $2.79 |
 KMI | 0.15% | 3.88% | $1.14 |
 COP | 0.13% | 3.1% | $3.25 |
 EOG | 0.13% | 3.57% | $5.06 |
 XOM | 0.11% | 2.87% | $3.76 |
 SLB | 0.11% | 2.33% | $1.05 |
 SU | 0.11% | 3.13% | $1.59 |
 CVE | 0.1% | 2.83% | $0.44 |
 WMB | 0.1% | 3.05% | $1.85 |
 CTRA | 0.09% | 3.15% | $0.82 |
 PSX | 0.09% | 3.35% | $4.3 |
 FANG | 0.09% | 2.5% | $9.26 |
 DVN | 0.08% | 2.37% | $2.05 |
 VLO | 0.07% | 2.47% | $4.18 |
 EXE | 0.06% | 2.08% | $2.3 |
 HAL | 0.06% | 2% | $0.66 |
 TRGP | 0.06% | 1.98% | $2.25 |
 EQT | 0.03% | 1.14% | $0.62 |
 LNG | 0.03% | 1.01% | $1.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Portfolio Valuation
Based on current positions
P/E Ratio
18.88
High:PSX
38.83PSXLow:PBR.A
6.72PBR.ADetails
PEG Ratio
71.11
High:KMI
129.05KMILow:EQT
8.7EQTDetails
Price/Book
2.14
High:TRGP
15.96TRGPLow:PBR.A
1.17PBR.ADetails
Price/Sales
1.79
High:WMB
7.09WMBLow:PSX
0.44PSXDetails
Price/CF
7.85
High:PSX
16.19PSXLow:PBR.A
2.33PBR.ADetails
Price/FCF
41.44
High:TRGP
568.29TRGPLow:DVN
9.74DVNDetails
P/E Ratio
18.88
High:PSX
38.83PSXLow:PBR.A
6.72PBR.ADetails
PEG Ratio
71.11
High:KMI
129.05KMILow:EQT
8.7EQTDetails
Price/Book
2.14
High:TRGP
15.96TRGPLow:PBR.A
1.17PBR.ADetails
Price/Sales
1.79
High:WMB
7.09WMBLow:PSX
0.44PSXDetails
Price/CF
7.85
High:PSX
16.19PSXLow:PBR.A
2.33PBR.ADetails
Price/FCF
41.44
High:TRGP
568.29TRGPLow:DVN
9.74DVNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|