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-2.26%
This Month
-5.16%
Year To Date
+59.48%
2 Years
+210.99%
5 Years
+498.44%
10 Years
+32.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals40.33%
- 📊 ETFs15.06%
- 💰 Finance14.31%
- 🧩 Miscellaneous11.17%
- 💵 Cash10.24%
- 💻 Electronic Technology8.98%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.54%
- 🇬🇧 LSE28.27%
- 🇳🇴 Oslo Stock Exchange11.16%
- 🇫🇷 Euronext Paris9.87%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom28.27%
- 🇺🇸 United States14.31%
- 🇳🇴 Norway11.16%
- 🇫🇷 France9.87%
Dividends
Dividend Yield
1.95%
9 out of 11 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $EQNR.OL (4.59%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM | Pay Day | Apr 30, 2026 | $1.50 |
 C | Ex-Dividend | May 4, 2026 | $0.60 |
 EQNR.OL | Ex-Dividend | May 13, 2026 | $0.39 |
C | Pay Day | May 22, 2026 | $0.60 |
EQNR.OL | Pay Day | May 27, 2026 | $0.39 |
 GS | Ex-Dividend | Jun 1, 2026 | $4.50 |
 RR.L | Pay Day | Jun 3, 2026 | $0.07 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
 TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
Performance Metrics
Score 9.2/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
1.44
1.44
0
0.5
1
2
2
Sortino Ratio
2.95
2.95
0
1
2
3
3
Jensen's Alpha
20.84
20.84
-2
0
2
21
21
Omega Ratio
2.86
2.86
0
1
1.5
3
3
Treynor Ratio
2.77
2.77
0
0.75
1.25
3
3
Information Ratio
1.28
1.28
0
0.3
0.6
2
2
Calmar Ratio
2.06
2.06
0
0.3
0.6
3
3
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
1.44
1.44
0
0.5
1
2
2
Sortino Ratio
2.95
2.95
0
1
2
3
3
Jensen's Alpha
20.84
20.84
-2
0
2
21
21
Omega Ratio
2.86
2.86
0
1
1.5
3
3
Treynor Ratio
2.77
2.77
0
0.75
1.25
3
3
Information Ratio
1.28
1.28
0
0.3
0.6
2
2
Calmar Ratio
2.06
2.06
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
16.43
High:
BP.L
7,955.71BP.LLow:
BAC
13.37BACDetails
PEG Ratio
114.74
High:JPM
602.25JPMLow:RR.L
13.8RR.LDetails
Price/Book
1.94
High:RR.L
39.1RR.LLow:C
1.18CDetails
Price/Sales
1.31
High:RR.L
5.03RR.LLow:BP.L
0.6BP.LDetails
Price/CF
6.15
High:RR.L
22.14RR.LLow:EQNR.OL
2.88EQNR.OLDetails
Price/FCF
16.35
High:TTE.PA
60.21TTE.PALow:JPM
10.48JPMDetails
P/E Ratio
16.43
High:BP.L
7,955.71BP.LLow:BAC
13.37BACDetails
PEG Ratio
114.74
High:JPM
602.25JPMLow:RR.L
13.8RR.LDetails
Price/Book
1.94
High:RR.L
39.1RR.LLow:C
1.18CDetails
Price/Sales
1.31
High:RR.L
5.03RR.LLow:BP.L
0.6BP.LDetails
Price/CF
6.15
High:RR.L
22.14RR.LLow:EQNR.OL
2.88EQNR.OLDetails
Price/FCF
16.35
High:TTE.PA
60.21TTE.PALow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.11% | Apr 2022 | Oct 2022 | 6 |
-13.32% | Sep 2020 | Dec 2020 | 3 |
-7.86% | Mar 2025 | May 2025 | 2 |
-6.7% | Nov 2025 | - | 6 |
-5.43% | Nov 2021 | Mar 2022 | 4 |
-4.95% | Dec 2022 | Jan 2023 | 1 |
-3.98% | Aug 2023 | Nov 2023 | 3 |
-3.38% | Jul 2024 | Nov 2024 | 4 |
-2.93% | Jul 2021 | Sep 2021 | 2 |
-2.6% | Apr 2024 | May 2024 | 1 |
-2.18% | Feb 2023 | Mar 2023 | 1 |
-0.84% | Dec 2024 | Jan 2025 | 1 |