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+41.94%
This Month
+64.14%
Year To Date
+51.05%
2 Years
+180.43%
5 Years
+292.26%
10 Years
+28.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs90.66%
- 💵 Cash11.02%
- 💰 Finance3.91%
- 🛍️ Retail Trade2.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE94.57%
- 🇺🇸 Nasdaq2.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.94%
Dividends
Dividend Yield
0%
0 out of 3 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 6.9/10
Beta
0.24
0.24
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
16.16
16.16
-2
0
2
17
17
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
6.29
6.29
0
0.75
1.25
7
7
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
0.24
0.24
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
16.16
16.16
-2
0
2
17
17
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
6.29
6.29
0
0.75
1.25
7
7
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.63
High:
AMZN
29.3AMZNLow:
BRK.B
15.46BRK.BDetails
PEG Ratio
101.14
High:AMZN
101.14AMZNLow:AMZN
101.14AMZNDetails
Price/Book
2.37
High:AMZN
5.49AMZNLow:BRK.B
1.44BRK.BDetails
Price/Sales
2.98
High:AMZN
3.18AMZNLow:BRK.B
2.79BRK.BDetails
Price/CF
20.23
High:BRK.B
23.59BRK.BLow:AMZN
17.97AMZNDetails
Price/FCF
80.18
High:AMZN
325.85AMZNLow:BRK.B
43.3BRK.BDetails
P/E Ratio
20.63
High:AMZN
29.3AMZNLow:BRK.B
15.46BRK.BDetails
PEG Ratio
101.14
High:AMZN
101.14AMZNLow:AMZN
101.14AMZNDetails
Price/Book
2.37
High:AMZN
5.49AMZNLow:BRK.B
1.44BRK.BDetails
Price/Sales
2.98
High:AMZN
3.18AMZNLow:BRK.B
2.79BRK.BDetails
Price/CF
20.23
High:BRK.B
23.59BRK.BLow:AMZN
17.97AMZNDetails
Price/FCF
80.18
High:AMZN
325.85AMZNLow:BRK.B
43.3BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.55% | Jun 2022 | Feb 2026 | 44 |
-26.29% | Apr 2020 | Jul 2020 | 3 |
-15.66% | Sep 2020 | Nov 2020 | 2 |
-14.41% | Nov 2021 | Jan 2022 | 2 |
-3.92% | Aug 2021 | Sep 2021 | 1 |
-1.7% | Mar 2021 | Apr 2021 | 1 |