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0%
This Month
+8.25%
Year To Date
+43.25%
2 Years
+28.81%
5 Years
+63.33%
10 Years
+10.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs84.84%
- 💵 Cash11.39%
- 💰 Finance4.2%
- 🪙 Cryptocurrencies3.05%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE84.84%
- 🇺🇸 NYSE4.2%
- 🌍 Digital Currency3.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.2%
Dividends
Dividend Yield
0.59%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SPY5.L (1.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY5.L | 0.59% | 1.05% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-4.95
-4.95
-5
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-4.95
-4.95
-5
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
12.6
High:
BRK.B
12.6BRK.BLow:BRK.B
12.6BRK.BDetails
PEG Ratio
117.04
High:BRK.B
117.04BRK.BLow:BRK.B
117.04BRK.BDetails
Price/Book
1.56
High:BRK.B
1.56BRK.BLow:BRK.B
1.56BRK.BDetails
Price/Sales
2.75
High:BRK.B
2.75BRK.BLow:BRK.B
2.75BRK.BDetails
Price/CF
37.15
High:BRK.B
37.15BRK.BLow:BRK.B
37.15BRK.BDetails
Price/FCF
95.23
High:BRK.B
95.23BRK.BLow:BRK.B
95.23BRK.BDetails
P/E Ratio
12.6
High:BRK.B
12.6BRK.BLow:BRK.B
12.6BRK.BDetails
PEG Ratio
117.04
High:BRK.B
117.04BRK.BLow:BRK.B
117.04BRK.BDetails
Price/Book
1.56
High:BRK.B
1.56BRK.BLow:BRK.B
1.56BRK.BDetails
Price/Sales
2.75
High:BRK.B
2.75BRK.BLow:BRK.B
2.75BRK.BDetails
Price/CF
37.15
High:BRK.B
37.15BRK.BLow:BRK.B
37.15BRK.BDetails
Price/FCF
95.23
High:BRK.B
95.23BRK.BLow:BRK.B
95.23BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.15% | Nov 2021 | Nov 2024 | 36 |
-19.92% | Sep 2020 | Dec 2020 | 3 |
-9.14% | Feb 2025 | Jun 2025 | 4 |
-5.1% | Sep 2021 | Oct 2021 | 1 |
-4.6% | Feb 2021 | Aug 2021 | 6 |
-0.89% | Dec 2024 | Jan 2025 | 1 |