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-0.42%
This Month
+3.84%
Year To Date
+53.01%
2 Years
+61.42%
5 Years
+61.42%
10 Years
+22.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals20.95%
- 📊 ETFs13.83%
- 💻 Electronic Technology11.81%
- 🧪 Process Industries5.95%
- 🧩 Miscellaneous4.57%
- 🚚 Transportation4.52%
- 🖥️ Technology Services3.42%
- 🪨 Non Energy Minerals2.45%
- 🍞 Consumer Non Durables1.12%
- 💰 Finance1.04%
- 💼 Commercial Services0.86%
- 🛠️ Producer Manufacturing0.7%
- 🏥 Health Services0.53%
- 🧬 Health Technology0.5%
- 🏭 Industrial Services0.49%
- 🚗 Consumer Durables0.45%
- 💇♀️ Consumer Services0.42%
- 🛍️ Retail Trade0.33%
- 💹 Forex0.25%
- 🌾 Commodities0.17%
- 📈 Indexes0.13%
- 🪙 Cryptocurrencies0.09%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.69%
- 🇬🇧 LSE18.89%
- 🇳🇴 Oslo Stock Exchange7.03%
- 🇺🇸 Nasdaq5.79%
- 🇫🇷 Euronext Paris2.84%
- 🇺🇸 Chicago Board Options Exchange2.56%
- 🇸🇪 Stockholm Stock Exchange0.73%
- 🇨🇭 SIX0.5%
- 🇳🇱 Euronext Amsterdam0.49%
- 🇩🇪 FRA0.4%
- 🌍 FX0.25%
- 🌍 Commodity0.17%
- 🌍 CFD0.13%
- 🌍 Digital Currency0.09%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom22.78%
- 🇺🇸 United States16.45%
- 🇳🇴 Norway7.03%
- 🇫🇷 France2.84%
- 🇧🇲 Bermuda1.64%
- 🇨🇦 Canada1.62%
- 🇸🇪 Sweden0.73%
- 🇳🇱 Netherlands0.71%
- 🇨🇭 Switzerland0.5%
- 🇩🇪 Germany0.4%
- 🇮🇱 Israel0.33%
- 🇨🇳 China0.31%
- 🇦🇺 Australia0.19%
Dividends
Dividend Yield
1.9%
41 out of 71 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.4% | 11.55% | - |
 LYB | 0.24% | 6.03% | $5.09 |
 GKP.L | 0.14% | 8.59% | - |
 EQNR.OL | 0.13% | 3.86% | $13.95 |
 TTE.PA | 0.1% | 4.28% | $3.06 |
 SHB-A.ST | 0.1% | 13.79% | $13 |
 BP.L | 0.09% | 4.14% | $0.23 |
 RR.L | 0.09% | 0.8% | - |
 DOW | 0.08% | 4.23% | $2.8 |
 SHEL.L | 0.05% | 1.53% | $0.8 |
 CVX | 0.05% | 3.47% | $6.28 |
 SHEL | 0.05% | 3.11% | $2.7 |
 XOM | 0.04% | 2.52% | $3.76 |
 LIGHT.NV | 0.04% | 8.36% | $1.55 |
 COP | 0.04% | 2.48% | $3.25 |
 QFIN | 0.04% | 11.7% | $1.06 |
 SW.PA | 0.03% | 5.97% | $3.1 |
 PFE | 0.02% | 6.08% | $1.66 |
 STLA.US | 0.02% | 10.58% | $1.71 |
 NESN.ZU | 0.02% | 3.96% | $3 |
 OXY | 0.02% | 1.56% | $0.8 |
 PG | 0.02% | 2.95% | $3.83 |
 UNH | 0.02% | 3.19% | $7.74 |
 DVN | 0.01% | 1.95% | $2.05 |
 IAG.L | 0.01% | 2.32% | - |
 BHP | 0.01% | 3.59% | $3.01 |
 PAAS | 0.01% | 0.98% | $0.4 |
 B | 0.01% | 2.03% | $0.4 |
 NEM | 0.01% | 0.89% | $1.3 |
 META | 0.01% | 0.37% | $1 |
 PYPL | 0.01% | 0.62% | - |
 VG | 0% | 0.47% | - |
 RHM.DE | 0% | 0.73% | $5.7 |
 KOG.OL | 0% | 1.36% | - |
 GOOG | 0% | 0.29% | $0.2 |
 MTX.DE | 0% | 1.14% | $2 |
 LLY | 0% | 0.67% | $4.86 |
 WDI.DE | 0% | 2352.94% | $0.2 |
 AVGO | 0% | -0.79% | $-19.7 |
 QQQ | 0% | -0.48% | - |
 SPY | 0% | -1.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
OXY | Pay Day | Apr 15, 2026 | $0.26 |
QFIN | Ex-Dividend | Apr 22, 2026 | $0.78 |
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
LIGHT.NV | Ex-Dividend | Apr 30, 2026 | $1.87 |
LIGHT.NV | Pay Day | May 11, 2026 | $1.87 |
EQNR.OL | Ex-Dividend | May 13, 2026 | $0.39 |
QFIN | Pay Day | May 14, 2026 | $0.78 |
EQNR.OL | Pay Day | May 27, 2026 | $0.39 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
Performance Metrics
Score 7.4/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
2.46
2.46
0
1
2
3
3
Jensen's Alpha
3.81
3.81
-2
0
2
4.5
4.5
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
2.57
2.57
0
0.3
0.6
3
3
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
2.46
2.46
0
1
2
3
3
Jensen's Alpha
3.81
3.81
-2
0
2
4.5
4.5
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
2.57
2.57
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
23.52
High:BP.L
8,445.71BP.LLow:
CRWD
-539.5CRWDDetails
PEG Ratio
46.73
High:
UBER
520.16UBERLow:
AF.PA
0.29AF.PADetails
Price/Book
3.84
High:
PLTR
48.06PLTRLow:AF.PA
-2.4AF.PADetails
Price/Sales
2.4
High:
SMR
102.69SMRLow:WDI.DE
0.03WDI.DEDetails
Price/CF
10.25
High:PLTR
214.31PLTRLow:AF.PA
0.7AF.PADetails
Price/FCF
39.65
High:
AMZN
325.85AMZNLow:STLA.US
8.29STLA.USDetails
P/E Ratio
23.52
High:BP.L
8,445.71BP.LLow:CRWD
-539.5CRWDDetails
PEG Ratio
46.73
High:UBER
520.16UBERLow:AF.PA
0.29AF.PADetails
Price/Book
3.84
High:PLTR
48.06PLTRLow:AF.PA
-2.4AF.PADetails
Price/Sales
2.4
High:SMR
102.69SMRLow:WDI.DE
0.03WDI.DEDetails
Price/CF
10.25
High:PLTR
214.31PLTRLow:AF.PA
0.7AF.PADetails
Price/FCF
39.65
High:AMZN
325.85AMZNLow:STLA.US
8.29STLA.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.37% | Feb 2025 | May 2025 | 3 |
-8.13% | Jul 2024 | Nov 2024 | 4 |
-7.34% | Mar 2026 | - | 2 |
-5.49% | Apr 2024 | May 2024 | 1 |
-4.31% | Dec 2024 | Jan 2025 | 1 |
-3.23% | Nov 2025 | Dec 2025 | 1 |
-0.54% | Jan 2026 | Feb 2026 | 1 |