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-7.25%
This Month
-11.7%
Year To Date
+17.63%
2 Years
+44.83%
5 Years
+91.62%
10 Years
+12.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous77.42%
- 💰 Finance10.78%
- 📊 ETFs9.28%
- 🖥️ Technology Services1.42%
- 💵 Cash1.2%
- 🛍️ Retail Trade0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE77.42%
- 🇺🇸 NYSE19.3%
- 🇺🇸 Nasdaq1.68%
- Regular Trading Hours - RTH0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.46%
Dividends
Dividend Yield
0%
1 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOG (0.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0% | 0.28% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
0.78
0.78
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.98
0.98
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
0.78
0.78
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.98
0.98
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.62
High:
BRK.B.RTH
98.33BRK.B.RTHLow:
BRK.B
15.44BRK.BDetails
PEG Ratio
81.19
High:
AMZN
100.24AMZNLow:GOOG
77.65GOOGDetails
Price/Book
1.99
High:GOOG
8.35GOOGLow:BRK.B
1.44BRK.BDetails
Price/Sales
3.49
High:GOOG
8.7GOOGLow:BRK.B.RTH
2.35BRK.B.RTHDetails
Price/CF
22.96
High:BRK.B
23.59BRK.BLow:BRK.B.RTH
17.26BRK.B.RTHDetails
Price/FCF
48.16
High:AMZN
325.85AMZNLow:BRK.B.RTH
29.33BRK.B.RTHDetails
P/E Ratio
18.62
High:BRK.B.RTH
98.33BRK.B.RTHLow:BRK.B
15.44BRK.BDetails
PEG Ratio
81.19
High:AMZN
100.24AMZNLow:GOOG
77.65GOOGDetails
Price/Book
1.99
High:GOOG
8.35GOOGLow:BRK.B
1.44BRK.BDetails
Price/Sales
3.49
High:GOOG
8.7GOOGLow:BRK.B.RTH
2.35BRK.B.RTHDetails
Price/CF
22.96
High:BRK.B
23.59BRK.BLow:BRK.B.RTH
17.26BRK.B.RTHDetails
Price/FCF
48.16
High:AMZN
325.85AMZNLow:BRK.B.RTH
29.33BRK.B.RTHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.51% | Jan 2022 | Jul 2023 | 18 |
-12.75% | Mar 2026 | - | 2 |
-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 |