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-6.03%
This Month
+110.58%
Year To Date
+107.11%
2 Years
+205.76%
5 Years
+403.22%
10 Years
+29.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs91.73%
- 💵 Cash11.02%
- 💰 Finance3.64%
- 🛍️ Retail Trade2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE95.37%
- 🇺🇸 Nasdaq2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.64%
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 7.5/10
Beta
0.11
0.11
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
26.75
26.75
-2
0
2
27
27
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
19.2
19.2
0
0.75
1.25
20
20
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Beta
0.11
0.11
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
26.75
26.75
-2
0
2
27
27
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
19.2
19.2
0
0.75
1.25
20
20
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.77
High:
AMZN
21.5AMZNLow:
BRK.B
14.56BRK.BDetails
PEG Ratio
0.36
High:BRK.B
0.4BRK.BLow:AMZN
0.29AMZNDetails
Price/Book
2.6
High:AMZN
4.69AMZNLow:BRK.B
1.66BRK.BDetails
Price/Sales
3.46
High:AMZN
3.65AMZNLow:BRK.B
3.24BRK.BDetails
Price/CF
18.64
High:BRK.B
23.12BRK.BLow:AMZN
16.18AMZNDetails
Price/FCF
86.24
High:AMZN
325.85AMZNLow:BRK.B
44.52BRK.BDetails
P/E Ratio
17.77
High:AMZN
21.5AMZNLow:BRK.B
14.56BRK.BDetails
PEG Ratio
0.36
High:BRK.B
0.4BRK.BLow:AMZN
0.29AMZNDetails
Price/Book
2.6
High:AMZN
4.69AMZNLow:BRK.B
1.66BRK.BDetails
Price/Sales
3.46
High:AMZN
3.65AMZNLow:BRK.B
3.24BRK.BDetails
Price/CF
18.64
High:BRK.B
23.12BRK.BLow:AMZN
16.18AMZNDetails
Price/FCF
86.24
High:AMZN
325.85AMZNLow:BRK.B
44.52BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.55% | Jun 2022 | Feb 2026 | 44 |
-26.29% | Apr 2020 | Jul 2020 | 3 |
-26.21% | May 2026 | Oct 2026 | 5 |
-15.66% | Sep 2020 | Nov 2020 | 2 |
-14.41% | Nov 2021 | Jan 2022 | 2 |
-6.03% | Nov 2026 | - | 1 |
-3.92% | Aug 2021 | Sep 2021 | 1 |
-1.7% | Mar 2021 | Apr 2021 | 1 |