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-7.42%
This Month
+12.52%
Year To Date
+29.08%
2 Years
+132.89%
5 Years
+215.93%
10 Years
+22.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance33.8%
- 🚚 Transportation33.54%
- 🧬 Health Technology18.14%
- 🖥️ Technology Services7.04%
- 🪙 Cryptocurrencies3.51%
- 💻 Electronic Technology3.12%
- 🛍️ Retail Trade0.82%
- ⛏️ Energy Minerals0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇳🇴 Oslo Stock Exchange33.54%
- 🇮🇹 Borsa Italiana32%
- 🇺🇸 NYSE23.68%
- 🇺🇸 Nasdaq7.26%
- 🌍 Digital Currency3.51%
- 🇩🇪 FRA0.01%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇳🇴 Norway33.54%
- 🇮🇹 Italy32%
- 🇺🇸 United States30.94%
- 🇩🇪 Germany0.01%
- 🇧🇷 Brazil0%
Dividends
Dividend Yield
7.69%
7 out of 14 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Performance Metrics
Score 6.6/10
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
15.82
15.82
-2
0
2
16
16
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
3.21
3.21
0
0.75
1.25
4
4
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
15.82
15.82
-2
0
2
16
16
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
3.21
3.21
0
0.75
1.25
4
4
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.24
High:
RDDT
52.15RDDTLow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-348.43
High:
ORCL
142.34ORCLLow:CRWD
-5,187.17CRWDDetails
Price/Book
9.38
High:CRWD
39.5CRWDLow:
AZLUY
-2.28AZLUYDetails
Price/Sales
8.43
High:CRWD
36.4CRWDLow:
WDI.DE
0.03WDI.DEDetails
Price/CF
25.7
High:CRWD
63.19CRWDLow:AZLUY
0.61AZLUYDetails
Price/FCF
53.26
High:ORCL
348.36ORCLLow:
HTZ
0.31HTZDetails
P/E Ratio
29.24
High:RDDT
52.15RDDTLow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-348.43
High:ORCL
142.34ORCLLow:CRWD
-5,187.17CRWDDetails
Price/Book
9.38
High:CRWD
39.5CRWDLow:AZLUY
-2.28AZLUYDetails
Price/Sales
8.43
High:CRWD
36.4CRWDLow:WDI.DE
0.03WDI.DEDetails
Price/CF
25.7
High:CRWD
63.19CRWDLow:AZLUY
0.61AZLUYDetails
Price/FCF
53.26
High:ORCL
348.36ORCLLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.92% | Sep 2020 | Apr 2021 | 7 |
-25.52% | Jun 2022 | Jan 2023 | 7 |
-14.85% | Dec 2025 | May 2026 | 5 |
-14.76% | Oct 2024 | Nov 2025 | 13 |
-14.21% | Jul 2021 | Sep 2021 | 2 |
-10.04% | Apr 2022 | May 2022 | 1 |
-9.54% | Oct 2023 | Jan 2024 | 3 |
-7.59% | Feb 2023 | Sep 2023 | 7 |
-7.42% | Jun 2026 | - | 1 |
-5.37% | Apr 2024 | Aug 2024 | 4 |
-1.23% | Nov 2021 | Jan 2022 | 2 |