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-6.58%
This Month
-8.3%
Year To Date
+11.88%
2 Years
-16.87%
5 Years
+40.75%
10 Years
+6.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚚 Transportation64.44%
- 💇♀️ Consumer Services29.17%
- 💼 Commercial Services3.07%
- 💵 Cash1.39%
- 💰 Finance0.77%
Exchanges Breakdown
- Exchange
- Total
- 🇳🇴 Oslo Stock Exchange64.44%
- 🇺🇸 NYSE29.17%
- 🇺🇸 Nasdaq3.07%
- 🇩🇪 FRA0.77%
Countries Breakdown
- Country
- Total
- 🇳🇴 Norway64.44%
- 🇺🇸 United States29.17%
- 🇨🇳 China3.07%
- 🇩🇪 Germany0.77%
Dividends
Dividend Yield
22.4%
3 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-5.46
-5.46
-6
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-5.46
-5.46
-6
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.28
High:
MCD
27.75MCDLow:
DOYU
-5.78DOYUDetails
PEG Ratio
181.5
High:MCD
571.79MCDLow:
WDI.DE
0.39WDI.DEDetails
Price/Book
3,723.9
High:
NAS.OL
2.18NAS.OLLow:MCD
-131.7MCDDetails
Price/Sales
6.8
High:MCD
8.81MCDLow:WDI.DE
0.03WDI.DEDetails
Price/CF
18.71
High:MCD
20.69MCDLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
98.43
High:MCD
105.4MCDLow:WDI.DE
17.6WDI.DEDetails
P/E Ratio
26.28
High:MCD
27.75MCDLow:DOYU
-5.78DOYUDetails
PEG Ratio
181.5
High:MCD
571.79MCDLow:WDI.DE
0.39WDI.DEDetails
Price/Book
3,723.9
High:NAS.OL
2.18NAS.OLLow:MCD
-131.7MCDDetails
Price/Sales
6.8
High:MCD
8.81MCDLow:WDI.DE
0.03WDI.DEDetails
Price/CF
18.71
High:MCD
20.69MCDLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
98.43
High:MCD
105.4MCDLow:WDI.DE
17.6WDI.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.22% | Jan 2021 | - | 63 |
-13.31% | Jul 2020 | Nov 2020 | 4 |
-6.01% | May 2020 | Jun 2020 | 1 |