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-1.3%
This Month
+12.89%
Year To Date
+25.79%
2 Years
-37.8%
5 Years
-46.12%
10 Years
-11.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading69.04%
- 📊 ETFs15.21%
- 💵 Cash13.05%
- ⛏️ Energy Minerals3.04%
- 🪙 Cryptocurrencies0.94%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.62%
- 🇺🇸 Nasdaq5.67%
- 🇸🇪 Stockholm Stock Exchange4.2%
- 🇺🇸 Chicago Board Options Exchange3.84%
- 🇳🇴 Oslo Stock Exchange3.67%
- 🇩🇰 Copenhagen Stock Exchange3.07%
- 🇬🇧 LSE2.82%
- 🇫🇷 Euronext Paris2.5%
- 🇮🇹 Borsa Italiana2.44%
- 🌍 FX1.97%
- 🇫🇮 Helsinki Stock Exchange1.57%
- 🇦🇪 Dubai Financial Market1.26%
- 🇭🇰 Hong Kong Exchanges1.14%
- 🌍 Digital Currency0.94%
- 🌍 Commodity0.73%
- 🇦🇺 Sydney0.59%
- 🇩🇪 FRA0.48%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada15.47%
- 🇬🇧 United Kingdom7.62%
- 🇺🇸 United States5.37%
- 🇸🇪 Sweden4.71%
- 🇩🇰 Denmark4.16%
- 🇳🇴 Norway4%
- 🇫🇮 Finland2.57%
- 🇫🇷 France2.5%
- 🇮🇹 Italy2.44%
- 🇦🇺 Australia1.4%
- 🇨🇳 China1.14%
- 🇱🇺 Luxembourg0.9%
- 🇨🇾 Cyprus0.82%
- 🇩🇪 Germany0.48%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
1.18%
6 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.55% | 2.97% | - |
 NordicEconomy | 0.28% | 1.97% | - |
 EQNR.OL | 0.14% | 4.77% | $13.95 |
 LoicInv | 0.1% | 0.49% | - |
 GoldWorldWide | 0.1% | 0.63% | - |
 LKOD.L | 0% | 76.06% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.28
-0.28
-1
1
2
3
3
Jensen's Alpha
-16.19
-16.19
-17
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.76
-0.76
-1
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.28
-0.28
-1
1
2
3
3
Jensen's Alpha
-16.19
-16.19
-17
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.76
-0.76
-1
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.17
High:EQNR.OL
15.21EQNR.OLLow:LKOD.L
0.06LKOD.LDetails
PEG Ratio
0.02
High:LKOD.L
0.02LKOD.LLow:LKOD.L
0.02LKOD.LDetails
Price/Book
1.9
High:EQNR.OL
1.9EQNR.OLLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
0.71
High:EQNR.OL
0.71EQNR.OLLow:EQNR.OL
0.71EQNR.OLDetails
Price/CF
2.88
High:LKOD.L
4.12LKOD.LLow:EQNR.OL
2.88EQNR.OLDetails
Price/FCF
48.46
High:EQNR.OL
48.46EQNR.OLLow:LKOD.L
14.79LKOD.LDetails
P/E Ratio
15.17
High:EQNR.OL
15.21EQNR.OLLow:LKOD.L
0.06LKOD.LDetails
PEG Ratio
0.02
High:LKOD.L
0.02LKOD.LLow:LKOD.L
0.02LKOD.LDetails
Price/Book
1.9
High:EQNR.OL
1.9EQNR.OLLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
0.71
High:EQNR.OL
0.71EQNR.OLLow:EQNR.OL
0.71EQNR.OLDetails
Price/CF
2.88
High:LKOD.L
4.12LKOD.LLow:EQNR.OL
2.88EQNR.OLDetails
Price/FCF
48.46
High:EQNR.OL
48.46EQNR.OLLow:LKOD.L
14.79LKOD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.07% | Feb 2021 | - | 62 |