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-7.67%
This Month
-13.54%
Year To Date
+17.59%
2 Years
+18.18%
5 Years
+18.18%
10 Years
+7.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous41.54%
- 📊 ETFs39.41%
- 💰 Finance19.05%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE41.54%
- 🇩🇪 Xetra ETFs39.41%
- 🇺🇸 NYSE19.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.05%
Dividends
Dividend Yield
0%
0 out of 7 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 5.3/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
2.09
2.09
0
1
2
3
3
Jensen's Alpha
-1.18
-1.18
-2
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-1.15
-1.15
-2
0.3
0.6
1
1
Calmar Ratio
2.85
2.85
0
0.3
0.6
3
3
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
2.09
2.09
0
1
2
3
3
Jensen's Alpha
-1.18
-1.18
-2
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-1.15
-1.15
-2
0.3
0.6
1
1
Calmar Ratio
2.85
2.85
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
15.44
High:
BRK.B
15.44BRK.BLow:BRK.B
15.44BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.44
High:BRK.B
1.44BRK.BLow:BRK.B
1.44BRK.BDetails
Price/Sales
2.78
High:BRK.B
2.78BRK.BLow:BRK.B
2.78BRK.BDetails
Price/CF
23.59
High:BRK.B
23.59BRK.BLow:BRK.B
23.59BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:BRK.B
43.3BRK.BDetails
P/E Ratio
15.44
High:BRK.B
15.44BRK.BLow:BRK.B
15.44BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.44
High:BRK.B
1.44BRK.BLow:BRK.B
1.44BRK.BDetails
Price/Sales
2.78
High:BRK.B
2.78BRK.BLow:BRK.B
2.78BRK.BDetails
Price/CF
23.59
High:BRK.B
23.59BRK.BLow:BRK.B
23.59BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:BRK.B
43.3BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.97% | Mar 2026 | - | 2 |
-5.32% | Feb 2025 | Jun 2025 | 4 |
-4.23% | Apr 2024 | Jun 2024 | 2 |
-2.53% | Dec 2024 | Jan 2025 | 1 |
-0.46% | Oct 2024 | Nov 2024 | 1 |