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-1.38%
This Month
+1.65%
Year To Date
+50.05%
2 Years
+65.44%
5 Years
+65.44%
10 Years
+22.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs76.29%
- 💰 Finance23.71%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE81.15%
- 🇺🇸 Nasdaq18.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.71%
Dividends
Dividend Yield
0%
0 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
1.55
1.55
0
0.5
1
2
2
Sortino Ratio
3.08
3.08
0
1
2
4
4
Jensen's Alpha
5.61
5.61
-2
0
2
6
6
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
4.28
4.28
0
0.3
0.6
5
5
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
1.55
1.55
0
0.5
1
2
2
Sortino Ratio
3.08
3.08
0
1
2
4
4
Jensen's Alpha
5.61
5.61
-2
0
2
6
6
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
4.28
4.28
0
0.3
0.6
5
5
Portfolio Valuation
Based on current positions
P/E Ratio
15.8
High:
BRK.B
15.8BRK.BLow:BRK.B
15.8BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.53
High:BRK.B
1.53BRK.BLow:BRK.B
1.53BRK.BDetails
Price/Sales
2.86
High:BRK.B
2.86BRK.BLow:BRK.B
2.86BRK.BDetails
Price/CF
27.53
High:BRK.B
27.53BRK.BLow:BRK.B
27.53BRK.BDetails
Price/FCF
56.12
High:BRK.B
56.12BRK.BLow:BRK.B
56.12BRK.BDetails
P/E Ratio
15.8
High:BRK.B
15.8BRK.BLow:BRK.B
15.8BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.53
High:BRK.B
1.53BRK.BLow:BRK.B
1.53BRK.BDetails
Price/Sales
2.86
High:BRK.B
2.86BRK.BLow:BRK.B
2.86BRK.BDetails
Price/CF
27.53
High:BRK.B
27.53BRK.BLow:BRK.B
27.53BRK.BDetails
Price/FCF
56.12
High:BRK.B
56.12BRK.BLow:BRK.B
56.12BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.27% | Sep 2023 | Nov 2023 | 2 |
-5.03% | Mar 2024 | May 2024 | 2 |
-4.22% | Mar 2025 | May 2025 | 2 |
-1.97% | Dec 2024 | Jan 2025 | 1 |
-1.38% | Mar 2026 | - | 1 |
-0.6% | Oct 2024 | Nov 2024 | 1 |