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+1.45%
This Month
-1.98%
Year To Date
+32.79%
2 Years
+59.34%
5 Years
+66.71%
10 Years
+9.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous66.63%
- 💵 Cash24.25%
- 💰 Finance11.29%
- 📊 ETFs1.41%
- ❓ Other1.37%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE66.63%
- 🇺🇸 NYSE11.29%
- 🇩🇪 Xetra ETFs1.41%
- Regular Trading Hours - RTH1.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.66%
- 🇰🇾 Cayman Islands1.63%
Dividends
Dividend Yield
0%
0 out of 5 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 5.2/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
0.23
0.23
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
0.23
0.23
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.44
High:
NU
23.86NULow:
BRK.B
15.38BRK.BDetails
PEG Ratio
54.02
High:NU
54.02NULow:NU
54.02NUDetails
Price/Book
1.45
High:NU
6.09NULow:BRK.B
1.44BRK.BDetails
Price/Sales
2.79
High:NU
4.82NULow:BRK.B
2.77BRK.BDetails
Price/CF
23.22
High:BRK.B
23.59BRK.BLow:NU
9.67NUDetails
Price/FCF
41.69
High:BRK.B
43.3BRK.BLow:NU
9.68NUDetails
P/E Ratio
15.44
High:NU
23.86NULow:BRK.B
15.38BRK.BDetails
PEG Ratio
54.02
High:NU
54.02NULow:NU
54.02NUDetails
Price/Book
1.45
High:NU
6.09NULow:BRK.B
1.44BRK.BDetails
Price/Sales
2.79
High:NU
4.82NULow:BRK.B
2.77BRK.BDetails
Price/CF
23.22
High:BRK.B
23.59BRK.BLow:NU
9.67NUDetails
Price/FCF
41.69
High:BRK.B
43.3BRK.BLow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.75% | Jan 2022 | Jul 2023 | 18 |
-7.36% | Aug 2023 | Dec 2023 | 4 |
-5.93% | Mar 2026 | - | 2 |
-4.85% | Feb 2025 | May 2025 | 3 |
-4.35% | Sep 2021 | Oct 2021 | 1 |
-3.5% | Apr 2024 | Jun 2024 | 2 |
-2.22% | Nov 2021 | Dec 2021 | 1 |
-1.7% | Dec 2024 | Jan 2025 | 1 |
-0.89% | Jan 2021 | Mar 2021 | 2 |
-0.09% | Oct 2024 | Nov 2024 | 1 |