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-1.1%
This Month
+15.44%
Year To Date
+42.03%
2 Years
+46.75%
5 Years
+46.75%
10 Years
+14.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.98%
- 🧩 Miscellaneous40.36%
- 💰 Finance13.64%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.69%
- 🇬🇧 LSE35.33%
- 🇺🇸 Nasdaq11.27%
- 🇩🇪 Xetra ETFs6.93%
- 🇺🇸 Chicago Board Options Exchange4.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.64%
Dividends
Performance Metrics
Score 4.3/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
-2.43
-2.43
-3
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
-2.43
-2.43
-3
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.76
High:
MS
20.13MSLow:
BRK.B
14.7BRK.BDetails
PEG Ratio
396.39
High:
JPM
653.32JPMLow:MS
68.41MSDetails
Price/Book
1.93
High:MS
3.36MSLow:BRK.B
1.46BRK.BDetails
Price/Sales
2.97
High:JPM
3.21JPMLow:MS
2.83MSDetails
Price/CF
8.75
High:BRK.B
22.72BRK.BLow:JPM
5.39JPMDetails
Price/FCF
10.98
High:BRK.B
43.3BRK.BLow:JPM
6.1JPMDetails
P/E Ratio
15.76
High:MS
20.13MSLow:BRK.B
14.7BRK.BDetails
PEG Ratio
396.39
High:JPM
653.32JPMLow:MS
68.41MSDetails
Price/Book
1.93
High:MS
3.36MSLow:BRK.B
1.46BRK.BDetails
Price/Sales
2.97
High:JPM
3.21JPMLow:MS
2.83MSDetails
Price/CF
8.75
High:BRK.B
22.72BRK.BLow:JPM
5.39JPMDetails
Price/FCF
10.98
High:BRK.B
43.3BRK.BLow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.03% | Apr 2024 | Sep 2025 | 17 |
-6.18% | Mar 2026 | Apr 2026 | 1 |
-1.19% | Jun 2026 | Jul 2026 | 1 |
-1.1% | Sep 2026 | - | 1 |