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0%
This Month
-1.25%
Year To Date
-85.48%
2 Years
-17.52%
5 Years
-79.37%
10 Years
-24.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance77.19%
- 💵 Cash21.88%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE77.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.19%
Dividends
Dividend Yield
0%
0 out of 1 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 3.1/10
Beta
3.1
3.1
0
0.8
1.2
0
4
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-5.61
-5.61
-6
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Beta
3.1
3.1
0
0.8
1.2
0
4
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-5.61
-5.61
-6
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.29
High:
BRK.B
15.29BRK.BLow:BRK.B
15.29BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.43
High:BRK.B
1.43BRK.BLow:BRK.B
1.43BRK.BDetails
Price/Sales
2.76
High:BRK.B
2.76BRK.BLow:BRK.B
2.76BRK.BDetails
Price/CF
23.59
High:BRK.B
23.59BRK.BLow:BRK.B
23.59BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:BRK.B
43.3BRK.BDetails
P/E Ratio
15.29
High:BRK.B
15.29BRK.BLow:BRK.B
15.29BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.43
High:BRK.B
1.43BRK.BLow:BRK.B
1.43BRK.BDetails
Price/Sales
2.76
High:BRK.B
2.76BRK.BLow:BRK.B
2.76BRK.BDetails
Price/CF
23.59
High:BRK.B
23.59BRK.BLow:BRK.B
23.59BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:BRK.B
43.3BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.37% | Mar 2020 | Aug 2021 | 17 |
-90.11% | Mar 2024 | - | 26 |
-39.54% | Aug 2022 | Nov 2022 | 3 |
-18.61% | Jun 2022 | Jul 2022 | 1 |
-11.79% | Nov 2021 | Dec 2021 | 1 |
-8.27% | Apr 2023 | May 2023 | 1 |
-8.15% | Jan 2023 | Mar 2023 | 2 |
-2.78% | Oct 2023 | Nov 2023 | 1 |