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0%
This Month
+5.07%
Year To Date
+24.32%
2 Years
+44.01%
5 Years
+44.01%
10 Years
+13.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs90.5%
- 💰 Finance7.36%
- 💵 Cash2.82%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE73.84%
- 🇬🇧 LSE21%
- 🇺🇸 Chicago Board Options Exchange3.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.36%
Dividends
Dividend Yield
1.18%
5 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HYG (5.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 5.6/10
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.72
1.72
0
1
2
3
3
Jensen's Alpha
-0.21
-0.21
-2
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
-0.92
-0.92
-1
0.3
0.6
1
1
Calmar Ratio
2.58
2.58
0
0.3
0.6
3
3
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.72
1.72
0
1
2
3
3
Jensen's Alpha
-0.21
-0.21
-2
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
-0.92
-0.92
-1
0.3
0.6
1
1
Calmar Ratio
2.58
2.58
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
12.6
High:
BRK.B
12.6BRK.BLow:BRK.B
12.6BRK.BDetails
PEG Ratio
117.04
High:BRK.B
117.04BRK.BLow:BRK.B
117.04BRK.BDetails
Price/Book
1.56
High:BRK.B
1.56BRK.BLow:BRK.B
1.56BRK.BDetails
Price/Sales
2.75
High:BRK.B
2.75BRK.BLow:BRK.B
2.75BRK.BDetails
Price/CF
37.15
High:BRK.B
37.15BRK.BLow:BRK.B
37.15BRK.BDetails
Price/FCF
95.23
High:BRK.B
95.23BRK.BLow:BRK.B
95.23BRK.BDetails
P/E Ratio
12.6
High:BRK.B
12.6BRK.BLow:BRK.B
12.6BRK.BDetails
PEG Ratio
117.04
High:BRK.B
117.04BRK.BLow:BRK.B
117.04BRK.BDetails
Price/Book
1.56
High:BRK.B
1.56BRK.BLow:BRK.B
1.56BRK.BDetails
Price/Sales
2.75
High:BRK.B
2.75BRK.BLow:BRK.B
2.75BRK.BDetails
Price/CF
37.15
High:BRK.B
37.15BRK.BLow:BRK.B
37.15BRK.BDetails
Price/FCF
95.23
High:BRK.B
95.23BRK.BLow:BRK.B
95.23BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.48% | Aug 2023 | Dec 2023 | 4 |
-3.62% | Dec 2024 | Jan 2025 | 1 |
-3.32% | Feb 2023 | Apr 2023 | 2 |
-3.07% | Apr 2024 | Jun 2024 | 2 |
-2.14% | Mar 2025 | Jun 2025 | 3 |
-2.1% | May 2023 | Jun 2023 | 1 |
-1.64% | Dec 2022 | Jan 2023 | 1 |
-1.4% | Oct 2024 | Nov 2024 | 1 |