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-7.78%
This Month
-9.49%
Year To Date
+41.73%
2 Years
+85.23%
5 Years
+85.23%
10 Years
+26.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs78.38%
- 🧩 Miscellaneous18.87%
- 🪙 Cryptocurrencies1.95%
- 💰 Finance0.69%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE70.94%
- 🇺🇸 Nasdaq26.99%
- 🌍 Digital Currency1.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.69%
Dividends
Dividend Yield
0.09%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.09% | 0.48% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
2.4
2.4
-2
0
2
4.5
4.5
Omega Ratio
1.49
1.49
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
2.4
2.4
-2
0
2
4.5
4.5
Omega Ratio
1.49
1.49
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.44
High:
UPST
59.65UPSTLow:
BRK.B
15.44BRK.BDetails
PEG Ratio
43.3
High:UPST
43.3UPSTLow:UPST
43.3UPSTDetails
Price/Book
1.44
High:UPST
3.15UPSTLow:BRK.B
1.44BRK.BDetails
Price/Sales
2.78
High:BRK.B
2.78BRK.BLow:UPST
2.76UPSTDetails
Price/CF
23.59
High:UPST
36.1UPSTLow:BRK.B
23.59BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:UPST
36.14UPSTDetails
P/E Ratio
15.44
High:UPST
59.65UPSTLow:BRK.B
15.44BRK.BDetails
PEG Ratio
43.3
High:UPST
43.3UPSTLow:UPST
43.3UPSTDetails
Price/Book
1.44
High:UPST
3.15UPSTLow:BRK.B
1.44BRK.BDetails
Price/Sales
2.78
High:BRK.B
2.78BRK.BLow:UPST
2.76UPSTDetails
Price/CF
23.59
High:UPST
36.1UPSTLow:BRK.B
23.59BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:UPST
36.14UPSTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.5% | Aug 2023 | Sep 2024 | 13 |
-11.04% | Nov 2025 | - | 5 |
-9.02% | Feb 2025 | Jun 2025 | 4 |
-2.26% | Apr 2023 | May 2023 | 1 |
-0.88% | Dec 2024 | Jan 2025 | 1 |
-0.71% | Oct 2024 | Nov 2024 | 1 |