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-1.15%
This Month
-15.89%
Year To Date
+97.27%
2 Years
+53.35%
5 Years
+164.94%
10 Years
+13.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals47.59%
- 📊 ETFs13.24%
- 🧩 Miscellaneous9.55%
- 💻 Electronic Technology5.96%
- 🖥️ Technology Services5.65%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.13%
- 🇬🇧 LSE18.77%
- 🇳🇴 Oslo Stock Exchange6.18%
- 🇺🇸 Nasdaq5.65%
- 🇫🇷 Euronext Paris5.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.54%
- 🇬🇧 United Kingdom23.23%
- 🇳🇴 Norway6.18%
- 🇫🇷 France5.25%
Dividends
Dividend Yield
1.63%
11 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TTE.PA (4.42%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
2.28
2.28
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
2.28
2.28
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.29
High:
BP.L
8,032.86BP.LLow:
TTE.PA
14.63TTE.PADetails
PEG Ratio
153.02
High:
BA.L
557.87BA.LLow:
RR.L
12.69RR.LDetails
Price/Book
2.45
High:
PLTR
48.77PLTRLow:
SHEL
1.48SHELDetails
Price/Sales
1.66
High:PLTR
86.64PLTRLow:BP.L
0.6BP.LDetails
Price/CF
7.61
High:PLTR
214.31PLTRLow:
EQNR.OL
2.88EQNR.OLDetails
Price/FCF
40
High:PLTR
217.77PLTRLow:BP.L
14.12BP.LDetails
P/E Ratio
24.29
High:BP.L
8,032.86BP.LLow:TTE.PA
14.63TTE.PADetails
PEG Ratio
153.02
High:BA.L
557.87BA.LLow:RR.L
12.69RR.LDetails
Price/Book
2.45
High:PLTR
48.77PLTRLow:SHEL
1.48SHELDetails
Price/Sales
1.66
High:PLTR
86.64PLTRLow:BP.L
0.6BP.LDetails
Price/CF
7.61
High:PLTR
214.31PLTRLow:EQNR.OL
2.88EQNR.OLDetails
Price/FCF
40
High:PLTR
217.77PLTRLow:BP.L
14.12BP.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.04% | Nov 2021 | May 2025 | 42 |
-22.87% | Nov 2025 | - | 5 |
-11.36% | Sep 2018 | Jul 2020 | 22 |
-7.32% | Mar 2018 | May 2018 | 2 |
-3.58% | Mar 2021 | Apr 2021 | 1 |
-3.37% | Sep 2021 | Oct 2021 | 1 |
-2.73% | May 2021 | Jun 2021 | 1 |
-2.54% | Sep 2020 | Nov 2020 | 2 |
-1.21% | Jul 2018 | Aug 2018 | 1 |
-0.22% | Jul 2021 | Aug 2021 | 1 |