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-0.08%
This Month
+14.8%
Year To Date
+46.05%
2 Years
+76.92%
5 Years
+114.25%
10 Years
+15.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs87.84%
- 💰 Finance10.42%
- 🖥️ Technology Services1.41%
- 🛍️ Retail Trade0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE78.02%
- 🇺🇸 NYSE20.24%
- 🇺🇸 Nasdaq1.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.16%
Dividends
Dividend Yield
0%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOG (0.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0% | 0.3% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.68
1.68
0
1
2
3
3
Jensen's Alpha
0.53
0.53
-2
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.68
1.68
0
1
2
3
3
Jensen's Alpha
0.53
0.53
-2
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.23
High:
AMZN
35.88AMZNLow:
BRK.B
15.21BRK.BDetails
PEG Ratio
79.75
High:
GOOG
81.81GOOGLow:AMZN
70.77AMZNDetails
Price/Book
2.07
High:GOOG
8.87GOOGLow:BRK.B
1.47BRK.BDetails
Price/Sales
3.54
High:GOOG
8.99GOOGLow:BRK.B
2.76BRK.BDetails
Price/CF
24.02
High:BRK.B
27.53BRK.BLow:AMZN
18.22AMZNDetails
Price/FCF
55.06
High:AMZN
225.5AMZNLow:GOOG
46.73GOOGDetails
P/E Ratio
18.23
High:AMZN
35.88AMZNLow:BRK.B
15.21BRK.BDetails
PEG Ratio
79.75
High:GOOG
81.81GOOGLow:AMZN
70.77AMZNDetails
Price/Book
2.07
High:GOOG
8.87GOOGLow:BRK.B
1.47BRK.BDetails
Price/Sales
3.54
High:GOOG
8.99GOOGLow:BRK.B
2.76BRK.BDetails
Price/CF
24.02
High:BRK.B
27.53BRK.BLow:AMZN
18.22AMZNDetails
Price/FCF
55.06
High:AMZN
225.5AMZNLow:GOOG
46.73GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.51% | Jan 2022 | Jul 2023 | 18 |
-7.11% | Feb 2025 | Jun 2025 | 4 |
-7.03% | Aug 2023 | Dec 2023 | 4 |
-4.63% | Sep 2020 | Nov 2020 | 2 |
-3.09% | Apr 2024 | Jun 2024 | 2 |
-2.88% | Sep 2021 | Oct 2021 | 1 |
-2.07% | Dec 2024 | Jan 2025 | 1 |
-0.79% | Jan 2021 | Feb 2021 | 1 |
-0.49% | Nov 2021 | Dec 2021 | 1 |
-0.08% | Nov 2025 | - | 1 |