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-0.88%
This Month
+3.06%
Year To Date
+13.96%
2 Years
+385.04%
5 Years
+558.13%
10 Years
+27.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs77.91%
- 💰 Finance19.99%
- 💵 Cash2.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE74.81%
- 🇺🇸 Nasdaq23.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.99%
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 6.8/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
22.16
22.16
-2
0
2
23
23
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.16
2.16
0
0.75
1.25
3
3
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
22.16
22.16
-2
0
2
23
23
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.16
2.16
0
0.75
1.25
3
3
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
14.25
High:
BRK.B
14.25BRK.BLow:BRK.B
14.25BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.42
High:BRK.B
1.42BRK.BLow:BRK.B
1.42BRK.BDetails
Price/Sales
2.75
High:BRK.B
2.75BRK.BLow:BRK.B
2.75BRK.BDetails
Price/CF
22.72
High:BRK.B
22.72BRK.BLow:BRK.B
22.72BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:BRK.B
43.3BRK.BDetails
P/E Ratio
14.25
High:BRK.B
14.25BRK.BLow:BRK.B
14.25BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.42
High:BRK.B
1.42BRK.BLow:BRK.B
1.42BRK.BDetails
Price/Sales
2.75
High:BRK.B
2.75BRK.BLow:BRK.B
2.75BRK.BDetails
Price/CF
22.72
High:BRK.B
22.72BRK.BLow:BRK.B
22.72BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:BRK.B
43.3BRK.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 |
-6.28% | Mar 2026 | - | 4 |
-0.77% | Jul 2025 | Aug 2025 | 1 |
-0.55% | May 2025 | Jun 2025 | 1 |
-0.48% | Dec 2025 | Jan 2026 | 1 |
-0.34% | Oct 2025 | Nov 2025 | 1 |