Loading...
-0.21%
This Month
+0.19%
Year To Date
+0.33%
2 Years
-23.88%
5 Years
+21.7%
10 Years
+3.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash75.49%
- 🧩 Miscellaneous9.72%
- 🍞 Consumer Non Durables4.63%
- ⛏️ Energy Minerals4.56%
- 👥 Copy Trading2.4%
- 🚗 Consumer Durables2.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE19.38%
- 🇩🇪 FRA2.13%
- 🌍 CFD0.84%
- 🇺🇸 Nasdaq0.15%
- 🇬🇧 LSE0.13%
- 🇭🇰 Hong Kong Exchanges0.1%
- 🇮🇹 Borsa Italiana0.09%
- 🌍 Digital Currency0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.02%
- 🇬🇧 United Kingdom4.76%
- 🇩🇪 Germany2.13%
- 🇨🇳 China0.15%
- 🇮🇹 Italy0.09%
- 🇩🇰 Denmark0.04%
Dividends
Dividend Yield
0.82%
6 out of 6 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (5.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 VOW3.DE | Pay Day | Jun 23, 2026 | $6.04 |
 UL.US | Pay Day | Jun 26, 2026 | $0.55 |
 SHEL.L (bwoodinv) | Pay Day | Jun 29, 2026 | $0.39 |
 BABA (AntonioNobileC) | Pay Day | Jul 13, 2026 | $1.05 |
Performance Metrics
Score 3/10
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-4.38
-4.38
-5
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-1.1
-1.1
-2
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-4.38
-4.38
-5
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-1.1
-1.1
-2
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
23.97
High:
CVX.US
32.69CVX.USLow:VOW3.DE
7.24VOW3.DEDetails
PEG Ratio
148.87
High:UL.US
148.87UL.USLow:UL.US
148.87UL.USDetails
Price/Book
1.75
High:UL.US
6.58UL.USLow:VOW3.DE
0.25VOW3.DEDetails
Price/Sales
1.24
High:UL.US
2.12UL.USLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
11.31
High:UL.US
15.43UL.USLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
159.55
High:CVX.US
606.02CVX.USLow:VOW3.DE
39.89VOW3.DEDetails
P/E Ratio
23.97
High:CVX.US
32.69CVX.USLow:VOW3.DE
7.24VOW3.DEDetails
PEG Ratio
148.87
High:UL.US
148.87UL.USLow:UL.US
148.87UL.USDetails
Price/Book
1.75
High:UL.US
6.58UL.USLow:VOW3.DE
0.25VOW3.DEDetails
Price/Sales
1.24
High:UL.US
2.12UL.USLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
11.31
High:UL.US
15.43UL.USLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
159.55
High:CVX.US
606.02CVX.USLow:VOW3.DE
39.89VOW3.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.36% | Nov 2021 | - | 56 |
-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 |