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0%
Today
-1.67%
This Month
+0.95%
Year To Date
+30.74%
2 Years
+152.68%
5 Years
+23.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash82.61%
- ⛏️ Energy Minerals14.41%
- 📊 ETFs3.21%
- 👥 Copy Trading3%
- 🍞 Consumer Non Durables0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE14.72%
- 🇺🇸 Nasdaq5.89%
- 🇫🇷 Euronext Paris0.16%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom14.41%
- 🇫🇷 France0.16%
Dividends
Dividend Yield
0.85%
4 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SHEL (4.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SHEL | 0.61% | 4.21% | $2.7 |
 TLT | 0.13% | 4.12% | - |
 myhungetoro | 0.11% | 3.65% | - |
 MC.PA | 0% | 2.6% | $13 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.1/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
2.34
2.34
0
1
2
3
3
Jensen's Alpha
11.45
11.45
-2
0
2
12
12
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
2.38
2.38
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.54
1.54
0
0.3
0.6
2
2
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
2.34
2.34
0
1
2
3
3
Jensen's Alpha
11.45
11.45
-2
0
2
12
12
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
2.38
2.38
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.54
1.54
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
13.1
High:
MC.PA
19.98MC.PALow:
SHEL
13.03SHELDetails
PEG Ratio
N/A
Details
Price/Book
1.14
High:MC.PA
3.71MC.PALow:SHEL
1.13SHELDetails
Price/Sales
0.73
High:MC.PA
2.96MC.PALow:SHEL
0.72SHELDetails
Price/CF
3.75
High:MC.PA
16.77MC.PALow:SHEL
3.71SHELDetails
Price/FCF
8.13
High:MC.PA
42.51MC.PALow:SHEL
8.02SHELDetails
P/E Ratio
13.1
High:MC.PA
19.98MC.PALow:SHEL
13.03SHELDetails
PEG Ratio
N/A
Details
Price/Book
1.14
High:MC.PA
3.71MC.PALow:SHEL
1.13SHELDetails
Price/Sales
0.73
High:MC.PA
2.96MC.PALow:SHEL
0.72SHELDetails
Price/CF
3.75
High:MC.PA
16.77MC.PALow:SHEL
3.71SHELDetails
Price/FCF
8.13
High:MC.PA
42.51MC.PALow:SHEL
8.02SHELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.07% | Apr 2022 | Jan 2023 | 9 |
-9.02% | Aug 2023 | Nov 2023 | 3 |
-4.13% | Sep 2020 | Nov 2020 | 2 |
-2.67% | Nov 2021 | Jan 2022 | 2 |
-1.67% | Apr 2025 | - | 1 |
-1.51% | Sep 2024 | Mar 2025 | 6 |
-1.22% | Jul 2021 | Sep 2021 | 2 |
-1.12% | Jul 2020 | Aug 2020 | 1 |
-0.69% | Apr 2023 | May 2023 | 1 |
-0.39% | Jan 2021 | Feb 2021 | 1 |