Loading...
+0.09%
Today
+11.03%
This Month
+27.52%
Year To Date
+273.08%
2 Years
+3121.36%
5 Years
+13.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies96.12%
- 🖥️ Technology Services2.89%
- 📊 ETFs0.54%
- 👥 Copy Trading0.22%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency96.12%
- 🇺🇸 Nasdaq2.89%
- 🇺🇸 NYSE0.56%
- 🌍 CFD0.17%
- 🇬🇧 LSE0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.89%
- 🇬🇧 United Kingdom0.02%
Dividends
Dividend Yield
0.03%
4 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DRIP (3.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.02% | 0.65% | $3 |
 FXI | 0.01% | 2.62% | - |
 DRIP | 0% | 3.32% | - |
 smrinvestment | 0% | 0.51% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
 BATS.L (smrinvestment) | Ex-Dividend | Oct 2, 2025 | $0.76 |
BATS.L (smrinvestment) | Pay Day | Nov 7, 2025 | $0.76 |
Performance Metrics
Score 5.9/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
19.61
19.61
-2
0
2
20
20
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
19.61
19.61
-2
0
2
20
20
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.61
High:
MSFT
39.61MSFTLow:MSFT
39.61MSFTDetails
PEG Ratio
327.47
High:MSFT
327.47MSFTLow:MSFT
327.47MSFTDetails
Price/Book
11.84
High:MSFT
11.84MSFTLow:MSFT
11.84MSFTDetails
Price/Sales
14.16
High:MSFT
14.16MSFTLow:MSFT
14.16MSFTDetails
Price/CF
21.43
High:MSFT
21.43MSFTLow:MSFT
21.43MSFTDetails
Price/FCF
61.05
High:MSFT
61.05MSFTLow:MSFT
61.05MSFTDetails
P/E Ratio
39.61
High:MSFT
39.61MSFTLow:MSFT
39.61MSFTDetails
PEG Ratio
327.47
High:MSFT
327.47MSFTLow:MSFT
327.47MSFTDetails
Price/Book
11.84
High:MSFT
11.84MSFTLow:MSFT
11.84MSFTDetails
Price/Sales
14.16
High:MSFT
14.16MSFTLow:MSFT
14.16MSFTDetails
Price/CF
21.43
High:MSFT
21.43MSFTLow:MSFT
21.43MSFTDetails
Price/FCF
61.05
High:MSFT
61.05MSFTLow:MSFT
61.05MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-95.6% | Jan 2018 | Dec 2023 | 71 |
-19.2% | Feb 2025 | May 2025 | 3 |
-16.86% | Apr 2024 | Nov 2024 | 7 |
-3.13% | Dec 2024 | Jan 2025 | 1 |