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+4.34%
This Month
+8.23%
Year To Date
+40.3%
2 Years
+77.23%
5 Years
+134.89%
10 Years
+16.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous79.41%
- 💰 Finance9.46%
- 📊 ETFs9.19%
- 🖥️ Technology Services1.65%
- 🛍️ Retail Trade0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE79.41%
- 🇺🇸 NYSE17.99%
- 🇺🇸 Nasdaq1.94%
- Regular Trading Hours - RTH0.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.4%
Dividends
Dividend Yield
0%
1 out of 9 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $GOOG (0.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0% | 0.22% | $0.2 |
Performance Metrics
Score 6.7/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
2.61
2.61
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.98
0.98
0
0.3
0.6
1
1
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
2.61
2.61
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-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
19.54
High:
BRK.B.RTH
98.33BRK.B.RTHLow:
BRK.B
14.4BRK.BDetails
PEG Ratio
67.34
High:
AMZN
89.16AMZNLow:GOOG
63.52GOOGDetails
Price/Book
2.38
High:GOOG
9.74GOOGLow:BRK.B
1.43BRK.BDetails
Price/Sales
4.12
High:GOOG
11.13GOOGLow:BRK.B.RTH
2.35BRK.B.RTHDetails
Price/CF
20.94
High:BRK.B
22.72BRK.BLow:AMZN
15.25AMZNDetails
Price/FCF
51.93
High:AMZN
325.85AMZNLow:BRK.B.RTH
29.33BRK.B.RTHDetails
P/E Ratio
19.54
High:BRK.B.RTH
98.33BRK.B.RTHLow:BRK.B
14.4BRK.BDetails
PEG Ratio
67.34
High:AMZN
89.16AMZNLow:GOOG
63.52GOOGDetails
Price/Book
2.38
High:GOOG
9.74GOOGLow:BRK.B
1.43BRK.BDetails
Price/Sales
4.12
High:GOOG
11.13GOOGLow:BRK.B.RTH
2.35BRK.B.RTHDetails
Price/CF
20.94
High:BRK.B
22.72BRK.BLow:AMZN
15.25AMZNDetails
Price/FCF
51.93
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 |
-7.11% | Feb 2025 | Jun 2025 | 4 |
-7.03% | Aug 2023 | Dec 2023 | 4 |
-5.93% | Mar 2026 | Apr 2026 | 1 |
-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 |