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-0.01%
Today
-0.16%
This Month
-0.06%
Year To Date
+0.24%
2 Years
+8.64%
5 Years
+4.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash75.48%
- 📊 ETFs9.49%
- 🍞 Consumer Non Durables5.75%
- ⛏️ Energy Minerals3.59%
- 👥 Copy Trading3.38%
- 🚗 Consumer Durables2.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE19.04%
- 🇩🇪 FRA2.45%
- 🌍 CFD0.79%
- 🌍 Commodity0.46%
- 🇺🇸 Nasdaq0.16%
- 🇬🇧 LSE0.14%
- 🌍 FX0.12%
- 🇺🇸 Chicago Board Options Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom5.89%
- 🇺🇸 United States3.83%
- 🇩🇪 Germany2.45%
- 🇰🇾 Cayman Islands0.11%
- 🇮🇱 Israel0.02%
Dividends
Dividend Yield
0.98%
6 out of 6 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.83%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CVX | Pay Day | Jun 10, 2025 | $1.71 |
 BBOX.L (bwoodinv) | Pay Day | Jun 13, 2025 | $0.03 |
 NKE (AntonioNobileC) | Pay Day | Jul 1, 2025 | $0.40 |
 PETS.L (bwoodinv) | Pay Day | Jul 16, 2025 | $0.11 |
 UUP | Pay Day | Dec 27, 2025 | $1.32 |
Performance Metrics
Score 3.1/10
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-3.96
-3.96
-4
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-3.96
-3.96
-4
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
16.25
High:
UL.US
25.31UL.USLow:
VOW3.DE
5.04VOW3.DEDetails
PEG Ratio
N/A
Details
Price/Book
1.66
High:UL.US
7.54UL.USLow:VOW3.DE
0.27VOW3.DEDetails
Price/Sales
0.95
High:UL.US
2.4UL.USLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
9.35
High:UL.US
14.35UL.USLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
60.9
High:
CVX
131.92CVXLow:VOW3.DE
39.89VOW3.DEDetails
P/E Ratio
16.25
High:UL.US
25.31UL.USLow:VOW3.DE
5.04VOW3.DEDetails
PEG Ratio
N/A
Details
Price/Book
1.66
High:UL.US
7.54UL.USLow:VOW3.DE
0.27VOW3.DEDetails
Price/Sales
0.95
High:UL.US
2.4UL.USLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
9.35
High:UL.US
14.35UL.USLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
60.9
High:CVX
131.92CVXLow:VOW3.DE
39.89VOW3.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.36% | Nov 2021 | - | 44 |
-4.25% | Sep 2021 | Oct 2021 | 1 |
-3.09% | Sep 2020 | Nov 2020 | 2 |
-1.04% | Jul 2021 | Aug 2021 | 1 |
-0.63% | Mar 2021 | Apr 2021 | 1 |
-0.44% | May 2021 | Jun 2021 | 1 |