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-0.64%
This Month
+14.11%
Year To Date
+38.67%
2 Years
+58.66%
5 Years
+58.66%
10 Years
+11.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs68.95%
- 💰 Finance21.15%
- 💵 Cash15.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE66.54%
- 🇬🇧 LSE23.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.15%
Dividends
Dividend Yield
0%
0 out of 4 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 5/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-0.05
-0.05
-2
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-0.05
-0.05
-2
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
15.97
High:
BRK.B
15.97BRK.BLow:BRK.B
15.97BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.54
High:BRK.B
1.54BRK.BLow:BRK.B
1.54BRK.BDetails
Price/Sales
2.9
High:BRK.B
2.9BRK.BLow:BRK.B
2.9BRK.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
15.97
High:BRK.B
15.97BRK.BLow:BRK.B
15.97BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.54
High:BRK.B
1.54BRK.BLow:BRK.B
1.54BRK.BDetails
Price/Sales
2.9
High:BRK.B
2.9BRK.BLow:BRK.B
2.9BRK.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 |
|---|---|---|---|
-16.52% | Apr 2022 | Jun 2023 | 14 |
-5.43% | Aug 2023 | Nov 2023 | 3 |
-3.93% | Jan 2022 | Mar 2022 | 2 |
-3.92% | Apr 2024 | May 2024 | 1 |
-3.71% | Mar 2025 | Jun 2025 | 3 |
-2.2% | Dec 2024 | Feb 2025 | 2 |
-1.6% | Sep 2021 | Oct 2021 | 1 |
-0.64% | Dec 2025 | - | 1 |
-0.34% | Oct 2024 | Nov 2024 | 1 |
-0.17% | May 2021 | Jun 2021 | 1 |