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+25.55%
This Month
+46.92%
Year To Date
+157.1%
2 Years
+405.14%
5 Years
+405.14%
10 Years
+55.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs76.12%
- 💰 Finance23.33%
- 💵 Cash0.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq76.12%
- 🇺🇸 NYSE23.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.33%
Dividends
Dividend Yield
0%
0 out of 2 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 7.9/10
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
23.93
23.93
-2
0
2
24
24
Omega Ratio
2.08
2.08
0
1
1.5
3
3
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
1.63
1.63
0
0.3
0.6
2
2
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
23.93
23.93
-2
0
2
24
24
Omega Ratio
2.08
2.08
0
1
1.5
3
3
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
1.63
1.63
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
14.4
High:
BRK.B
14.4BRK.BLow:BRK.B
14.4BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.43
High:BRK.B
1.43BRK.BLow:BRK.B
1.43BRK.BDetails
Price/Sales
2.78
High:BRK.B
2.78BRK.BLow:BRK.B
2.78BRK.BDetails
Price/CF
22.72
High:BRK.B
22.72BRK.BLow:BRK.B
22.72BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:BRK.B
43.3BRK.BDetails
P/E Ratio
14.4
High:BRK.B
14.4BRK.BLow:BRK.B
14.4BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.43
High:BRK.B
1.43BRK.BLow:BRK.B
1.43BRK.BDetails
Price/Sales
2.78
High:BRK.B
2.78BRK.BLow:BRK.B
2.78BRK.BDetails
Price/CF
22.72
High:BRK.B
22.72BRK.BLow:BRK.B
22.72BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:BRK.B
43.3BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.94% | Feb 2025 | Jun 2025 | 4 |
-24.02% | Nov 2025 | Apr 2026 | 5 |
-23.98% | Aug 2022 | May 2023 | 9 |
-23.13% | Aug 2023 | Dec 2023 | 4 |
-11.79% | Apr 2024 | May 2024 | 1 |
-5.19% | Jul 2024 | Nov 2024 | 4 |
-1.4% | Dec 2024 | Jan 2025 | 1 |