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+5.54%
This Month
+4.21%
Year To Date
+38.9%
2 Years
+82.58%
5 Years
+82.58%
10 Years
+18.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous47.81%
- 💰 Finance20.4%
- 🚚 Transportation10.93%
- 🖥️ Technology Services8.7%
- 📊 ETFs6.44%
- 🪙 Cryptocurrencies5.71%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE47.81%
- 🇺🇸 NYSE37.78%
- 🇺🇸 Nasdaq8.7%
- 🌍 Digital Currency5.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.41%
- 🇨🇦 Canada6.62%
Dividends
Dividend Yield
0.39%
4 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CNI (2.35%)
Performance Metrics
Score 6.6/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
3.58
3.58
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
1.25
1.25
0
0.3
0.6
2
2
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
3.58
3.58
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
1.25
1.25
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
21.94
High:
V
29.75VLow:
BRK.B
15.29BRK.BDetails
PEG Ratio
313.53
High:V
552.81VLow:
MSFT
91.48MSFTDetails
Price/Book
3.56
High:V
15.67VLow:BRK.B
1.43BRK.BDetails
Price/Sales
5.86
High:V
14.66VLow:BRK.B
2.76BRK.BDetails
Price/CF
22.87
High:V
27.73VLow:
CNI
12.07CNIDetails
Price/FCF
55.01
High:CNI
71.9CNILow:V
37.31VDetails
P/E Ratio
21.94
High:V
29.75VLow:BRK.B
15.29BRK.BDetails
PEG Ratio
313.53
High:V
552.81VLow:MSFT
91.48MSFTDetails
Price/Book
3.56
High:V
15.67VLow:BRK.B
1.43BRK.BDetails
Price/Sales
5.86
High:V
14.66VLow:BRK.B
2.76BRK.BDetails
Price/CF
22.87
High:V
27.73VLow:CNI
12.07CNIDetails
Price/FCF
55.01
High:CNI
71.9CNILow:V
37.31VDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12% | Aug 2022 | Jan 2023 | 5 |
-7.2% | Aug 2023 | Nov 2023 | 3 |
-5.2% | Mar 2026 | Apr 2026 | 1 |
-3.44% | Jun 2022 | Jul 2022 | 1 |
-3.17% | Apr 2024 | May 2024 | 1 |
-3.02% | Dec 2024 | Jan 2025 | 1 |
-2.78% | Feb 2023 | Mar 2023 | 1 |
-1.94% | May 2023 | Jun 2023 | 1 |
-1.54% | Oct 2024 | Nov 2024 | 1 |
-0.87% | Jun 2024 | Jul 2024 | 1 |
-0.43% | Mar 2025 | May 2025 | 2 |