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-0.82%
This Month
+10.2%
Year To Date
+86.3%
2 Years
+481.01%
5 Years
+536.41%
10 Years
+29.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs77.5%
- 💰 Finance21.35%
- 💵 Cash1.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE74.09%
- 🇺🇸 Nasdaq24.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.35%
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 6.9/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
23.66
23.66
-2
0
2
24
24
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.17
2.17
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
23.66
23.66
-2
0
2
24
24
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.17
2.17
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
16.13
High:
BRK.B
16.13BRK.BLow:BRK.B
16.13BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.56
High:BRK.B
1.56BRK.BLow:BRK.B
1.56BRK.BDetails
Price/Sales
2.92
High:BRK.B
2.92BRK.BLow:BRK.B
2.92BRK.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
16.13
High:BRK.B
16.13BRK.BLow:BRK.B
16.13BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.56
High:BRK.B
1.56BRK.BLow:BRK.B
1.56BRK.BDetails
Price/Sales
2.92
High:BRK.B
2.92BRK.BLow:BRK.B
2.92BRK.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 |
|---|---|---|---|
-72.32% | Jun 2019 | Jan 2021 | 19 |
-44.88% | Nov 2021 | Jun 2023 | 19 |
-15.38% | May 2021 | Jul 2021 | 2 |
-14.66% | Jul 2023 | Oct 2023 | 3 |
-12.73% | Apr 2024 | May 2024 | 1 |
-9.4% | Dec 2018 | Apr 2019 | 4 |
-6.99% | Sep 2021 | Oct 2021 | 1 |
-6.81% | Oct 2018 | Nov 2018 | 1 |
-0.82% | Dec 2025 | - | 1 |
-0.77% | Jul 2025 | Aug 2025 | 1 |
-0.55% | May 2025 | Jun 2025 | 1 |
-0.34% | Oct 2025 | Nov 2025 | 1 |