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-9.22%
This Month
-11.17%
Year To Date
+14.34%
2 Years
+45.32%
5 Years
+45.32%
10 Years
+10.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs70.64%
- 🧩 Miscellaneous20.3%
- 💰 Finance6.61%
- 💵 Cash3.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE74.89%
- 🇬🇧 LSE20.3%
- 🇺🇸 Chicago Board Options Exchange2.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.61%
Dividends
Dividend Yield
0%
0 out of 8 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 7.2/10
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
1.34
1.34
0
0.5
1
2
2
Sortino Ratio
2.51
2.51
0
1
2
3
3
Jensen's Alpha
3.33
3.33
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
3.15
3.15
0
0.3
0.6
4
4
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
1.34
1.34
0
0.5
1
2
2
Sortino Ratio
2.51
2.51
0
1
2
3
3
Jensen's Alpha
3.33
3.33
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
3.15
3.15
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
15.44
High:
BRK.B
15.44BRK.BLow:BRK.B
15.44BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.44
High:BRK.B
1.44BRK.BLow:BRK.B
1.44BRK.BDetails
Price/Sales
2.78
High:BRK.B
2.78BRK.BLow:BRK.B
2.78BRK.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
15.44
High:BRK.B
15.44BRK.BLow:BRK.B
15.44BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.44
High:BRK.B
1.44BRK.BLow:BRK.B
1.44BRK.BDetails
Price/Sales
2.78
High:BRK.B
2.78BRK.BLow:BRK.B
2.78BRK.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 |
|---|---|---|---|
-15.74% | Mar 2026 | - | 2 |
-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 |
-0.28% | Dec 2025 | Jan 2026 | 1 |