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-1.39%
This Month
-0.03%
Year To Date
+46.23%
2 Years
+51.49%
5 Years
+51.89%
10 Years
+9.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs72.69%
- 💰 Finance27.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.88%
- 🇺🇸 Nasdaq30.96%
- 🇬🇧 LSE30.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.31%
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 3.5/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-3.06
-3.06
-4
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-3.06
-3.06
-4
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.8
High:
BRK.B
15.8BRK.BLow:BRK.B
15.8BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.53
High:BRK.B
1.53BRK.BLow:BRK.B
1.53BRK.BDetails
Price/Sales
2.86
High:BRK.B
2.86BRK.BLow:BRK.B
2.86BRK.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
15.8
High:BRK.B
15.8BRK.BLow:BRK.B
15.8BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.53
High:BRK.B
1.53BRK.BLow:BRK.B
1.53BRK.BDetails
Price/Sales
2.86
High:BRK.B
2.86BRK.BLow:BRK.B
2.86BRK.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 |
|---|---|---|---|
-41.49% | May 2021 | Jun 2024 | 37 |
-6.09% | Feb 2025 | May 2025 | 3 |
-1.41% | Feb 2026 | - | 2 |
-1.24% | Oct 2024 | Nov 2024 | 1 |
-0.95% | Dec 2024 | Jan 2025 | 1 |
-0.82% | Jul 2024 | Aug 2024 | 1 |
-0.51% | Nov 2025 | Jan 2026 | 2 |