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+0.07%
This Month
+1.41%
Year To Date
-0.61%
2 Years
+19.67%
5 Years
+16.24%
10 Years
+3.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash85.56%
- 📊 ETFs11%
- 💰 Finance10.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE21.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.91%
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 2.9/10
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-3.6
-3.6
-4
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
-0.07
-0.07
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-3.6
-3.6
-4
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
-0.07
-0.07
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
14.7
High:
BRK.B
14.7BRK.BLow:BRK.B
14.7BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.46
High:BRK.B
1.46BRK.BLow:BRK.B
1.46BRK.BDetails
Price/Sales
2.84
High:BRK.B
2.84BRK.BLow:BRK.B
2.84BRK.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
14.7
High:BRK.B
14.7BRK.BLow:BRK.B
14.7BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.46
High:BRK.B
1.46BRK.BLow:BRK.B
1.46BRK.BDetails
Price/Sales
2.84
High:BRK.B
2.84BRK.BLow:BRK.B
2.84BRK.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 |
|---|---|---|---|
-10.2% | Apr 2022 | Jun 2023 | 14 |
-5.36% | Mar 2025 | - | 19 |
-4.94% | Sep 2021 | Jan 2022 | 4 |
-4.37% | Aug 2023 | Dec 2023 | 4 |
-3.35% | Apr 2024 | Jul 2024 | 3 |
-1.92% | Sep 2024 | Nov 2024 | 2 |
-1.84% | Dec 2024 | Jan 2025 | 1 |
-0.67% | Feb 2022 | Mar 2022 | 1 |