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+7.72%
This Month
+26.19%
Year To Date
+302.25%
2 Years
+3138.96%
5 Years
+157.7%
10 Years
+12.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies96.09%
- 🖥️ Technology Services2.87%
- 📊 ETFs0.59%
- 👥 Copy Trading0.23%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency96.09%
- 🇺🇸 Nasdaq2.87%
- 🇺🇸 NYSE0.61%
- 🌍 CFD0.19%
- 🇬🇧 LSE0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.87%
- 🇬🇧 United Kingdom0.02%
Dividends
Dividend Yield
0.04%
4 out of 7 instruments pay dividend.
1 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% | 0.49% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BATS.L (smrinvestment) | Ex-Dividend | Oct 2, 2025 | $0.76 |
 GSK.L (smrinvestment) | Pay Day | Oct 9, 2025 | $0.21 |
BATS.L (smrinvestment) | Pay Day | Nov 7, 2025 | $0.76 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
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
18.37
18.37
-2
0
2
19
19
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
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
18.37
18.37
-2
0
2
19
19
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
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
37.32
High:
MSFT
37.32MSFTLow:MSFT
37.32MSFTDetails
PEG Ratio
240.7
High:MSFT
240.7MSFTLow:MSFT
240.7MSFTDetails
Price/Book
11.02
High:MSFT
11.02MSFTLow:MSFT
11.02MSFTDetails
Price/Sales
13.48
High:MSFT
13.48MSFTLow:MSFT
13.48MSFTDetails
Price/CF
27.26
High:MSFT
27.26MSFTLow:MSFT
27.26MSFTDetails
Price/FCF
78.08
High:MSFT
78.08MSFTLow:MSFT
78.08MSFTDetails
P/E Ratio
37.32
High:MSFT
37.32MSFTLow:MSFT
37.32MSFTDetails
PEG Ratio
240.7
High:MSFT
240.7MSFTLow:MSFT
240.7MSFTDetails
Price/Book
11.02
High:MSFT
11.02MSFTLow:MSFT
11.02MSFTDetails
Price/Sales
13.48
High:MSFT
13.48MSFTLow:MSFT
13.48MSFTDetails
Price/CF
27.26
High:MSFT
27.26MSFTLow:MSFT
27.26MSFTDetails
Price/FCF
78.08
High:MSFT
78.08MSFTLow:MSFT
78.08MSFTDetails
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 |
-6.55% | Aug 2025 | Sep 2025 | 1 |
-3.13% | Dec 2024 | Jan 2025 | 1 |