DECEMBER
-4.28%
2024
+5.67%
2 YEARS
+13.03%
5 YEARS
+123.81%
ANNUALIZED RETURN
+20.43%
TRACK RECORD
4.8 years
About OilWorldWide
The oil industry has always experienced ups and downs due to factors that have affected supply and demand for the commodity. Geopolitical tensions and global pandemics have resulted in significant drops and gains, creating an opportunity to capitalise on these price movements.
The modern world is becoming more globalised, and therefore industries are more interlinked. Areas such as electricity production, aviation, and the automotive industry rely heavily on the black gold.
OilWorldWide Smart Portfolio allocates in stocks, based on eToro's asset universe, of the world's leading oil-related companies, oil-related ETFs and direct oil price derivatives.
The minimum investment amount for this portfolio is $500.
The modern world is becoming more globalised, and therefore industries are more interlinked. Areas such as electricity production, aviation, and the automotive industry rely heavily on the black gold.
OilWorldWide Smart Portfolio allocates in stocks, based on eToro's asset universe, of the world's leading oil-related companies, oil-related ETFs and direct oil price derivatives.
The minimum investment amount for this portfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
1,019
Assets Under Copy
$1M-$2M
Risk Score
4
Type
Smart Portfolio
Copiers
1,019
Assets Under Copy
$1M-$2M
Risk Score
4
Trades
Most Traded
+5Win Rate
Trade Stats
Average Profit: +10.74%
Average Duration: 602 days
Long Positions: 100%
Average Leverage: 1x
Trades during December 2024
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 BUY BKR | +29.8% | 11 months | 15 days ago | $31.17 | $40.46 | +2.5% |
 BUY LNG | +46.38% | 1 year | 15 days ago | $144.08 | $210.9 | +4.15% |
BUY XOM | +55.65% | 2 years | 15 days ago | $68 | $105.84 | +2.52% |
 BUY TRP | +16.04% | 11 months | 15 days ago | $39.52 | $45.86 | +2.55% |
 BUY ENB | +1.54% | 2 years | 15 days ago | $40.86 | $41.49 | +2.82% |
BUY WMB | +98.48% | 2 years | 15 days ago | $26.97 | $53.53 | +2.84% |
BUY CVX | +16.6% | 2 years | 15 days ago | $122.78 | $143.16 | +2.84% |
BUY KMI | +60.71% | 2 years | 15 days ago | $16.8 | $27 | +3.39% |
 BUY OKE | +41.34% | 11 months | 15 days ago | $70.73 | $99.97 | +2.16% |
BUY CVE | -22.84% | 1 year | 15 days ago | $18.9495 | $14.6208 | +4.99% |
BUY CVE | -10.18% | 11 months | 15 days ago | $16.2777 | $14.6215 | +4.98% |
BUY CVE | -12.5% | 1 year | 15 days ago | $16.71 | $14.6217 | +4.98% |
BUY WDS | -36.12% | 1 year | 15 days ago | $23.84 | $15.23 | +3.09% |
BUY WDS | -26.57% | 11 months | 15 days ago | $20.74 | $15.23 | +3.09% |
BUY WDS | -18.77% | 6 months | 15 days ago | $18.75 | $15.23 | +3.09% |
BUY HAL | -22.23% | 11 months | 15 days ago | $34.27 | $26.65 | +4.43% |
BUY HAL | -21.5% | 6 months | 15 days ago | $33.95 | $26.65 | +4.43% |
BUY OIL | -2.56% | 11 months | 15 days ago | $72.86 | $70.97 | +2.97% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.03% | Jun 2020 | Nov 2020 | 5 |
-15.83% | Jun 2022 | Jul 2023 | 13 |
-7.01% | Nov 2021 | Jan 2022 | 2 |
-6.51% | Jul 2021 | Sep 2021 | 2 |
-5.31% | Aug 2024 | - | 5 |
-4.84% | Oct 2023 | Mar 2024 | 5 |
-0.9% | Apr 2021 | May 2021 | 1 |
-0.73% | Apr 2024 | Jul 2024 | 3 |
-0.3% | Apr 2022 | May 2022 | 1 |
-0.19% | Feb 2022 | Mar 2022 | 1 |
Performance Metrics
Score 6.9/10
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
7.69
7.69
-2
0
2
8
8
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
2.43
2.43
0
0.75
1.25
3
3
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
1.15
1.15
0
0.3
0.6
2
2
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
7.69
7.69
-2
0
2
8
8
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
2.43
2.43
0
0.75
1.25
3
3
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
1.15
1.15
0
0.3
0.6
2
2
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals61.88%
- 🏭 Industrial Services18.65%
- 📊 ETFs15%
- ⚡ Utilities4.44%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.51%
- 🇬🇧 LSE20.9%
- 🇭🇰 Hong Kong Exchanges6.85%
- 🇫🇷 Euronext Paris3.41%
- 🇺🇸 Nasdaq3.21%
- 🇮🇹 Borsa Italiana2.94%
- 🇳🇴 Oslo Stock Exchange2.68%
- 🇸🇦 Tadawul2.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.23%
- 🇨🇦 Canada12.36%
- 🇨🇳 China6.85%
- 🇬🇧 United Kingdom5.89%
- 🇫🇷 France3.41%
- 🇧🇷 Brazil3.13%
- 🇮🇹 Italy2.94%
- 🇳🇴 Norway2.68%
- 🇸🇦 Saudi Arabia2.47%
Dividends
Dividend Yield
3.93%
30 out of 31 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (12.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.39% | 12.4% | $2.21 |
 00857.HK | 0.3% | 7.92% | $0.48 |
 0386.HK | 0.26% | 8.76% | $0.37 |
 ENI.MI | 0.21% | 6.99% | $0.94 |
 ENB | 0.2% | 6.19% | $2.66 |
 TTE.PA | 0.19% | 5.67% | $3.06 |
 CNQ | 0.18% | 5.01% | $1.48 |
 SAOC | 0.17% | 6.74% | $1.87 |
 BP.L | 0.16% | 5.62% | $0.23 |
 FANG | 0.15% | 4.67% | $9.26 |
 CVX | 0.15% | 4.16% | $6.28 |
 TRP | 0.15% | 5.91% | $2.79 |
 EQNR.OL | 0.14% | 5.31% | $13.95 |
 SU | 0.12% | 4.1% | $1.59 |
 SHEL.L | 0.12% | 4% | $0.8 |
 COP | 0.11% | 2.97% | $3.25 |
 XOM | 0.11% | 3.5% | $3.76 |
 KMI | 0.1% | 3.93% | $1.14 |
 SLB | 0.09% | 2.76% | $1.05 |
 PSX | 0.09% | 3.84% | $4.3 |
 VLO | 0.08% | 3.19% | $4.18 |
 OKE | 0.08% | 3.73% | $3.89 |
 EOG | 0.08% | 2.73% | $5.06 |
 WMB | 0.08% | 3.27% | $1.85 |
 MPC | 0.05% | 2.27% | $3.23 |
 BKR | 0.04% | 1.84% | $0.82 |
 OXY | 0.04% | 1.69% | $0.8 |
 TRGP | 0.03% | 1.37% | $2.25 |
 HES | 0.02% | 1.28% | $1.75 |
 LNG | 0.02% | 0.74% | $1.7 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
EOG | Ex-Dividend | Jan 17 | $0.98 |
EOG | Pay Day | Jan 31 | $0.98 |
TRP | Pay Day | Jan 31 | $0.59 |
EQNR.OL | Ex-Dividend | Feb 13 | $0.35 |
ENB | Ex-Dividend | Feb 14 | $0.67 |
EQNR.OL | Pay Day | Feb 28 | $0.35 |
ENB | Pay Day | Mar 1 | $0.67 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results