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-5.87%
This Month
+11.59%
Year To Date
+159.94%
2 Years
+1454.81%
5 Years
+127.88%
10 Years
+10.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies95.61%
- 🖥️ Technology Services3.23%
- 📊 ETFs0.66%
- 👥 Copy Trading0.05%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency95.61%
- 🇺🇸 Nasdaq3.23%
- 🇺🇸 NYSE0.66%
- 🌍 CFD0.04%
- 🇬🇧 LSE0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.23%
- 🇬🇧 United Kingdom0.01%
Dividends
Dividend Yield
0.02%
2 out of 7 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.02% | 0.67% | $3 |
 smrinvestment | 0% | 0.56% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
 BATS.L (smrinvestment) | Ex-Dividend | Dec 29, 2025 | $0.76 |
BATS.L (smrinvestment) | Pay Day | Feb 4, 2026 | $0.76 |
Performance Metrics
Score 5.8/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
17.01
17.01
-2
0
2
18
18
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
17.01
17.01
-2
0
2
18
18
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
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
36
High:
MSFT
36MSFTLow:MSFT
36MSFTDetails
PEG Ratio
226.54
High:MSFT
226.54MSFTLow:MSFT
226.54MSFTDetails
Price/Book
10.36
High:MSFT
10.36MSFTLow:MSFT
10.36MSFTDetails
Price/Sales
12.86
High:MSFT
12.86MSFTLow:MSFT
12.86MSFTDetails
Price/CF
26.3
High:MSFT
26.3MSFTLow:MSFT
26.3MSFTDetails
Price/FCF
72.5
High:MSFT
72.5MSFTLow:MSFT
72.5MSFTDetails
P/E Ratio
36
High:MSFT
36MSFTLow:MSFT
36MSFTDetails
PEG Ratio
226.54
High:MSFT
226.54MSFTLow:MSFT
226.54MSFTDetails
Price/Book
10.36
High:MSFT
10.36MSFTLow:MSFT
10.36MSFTDetails
Price/Sales
12.86
High:MSFT
12.86MSFTLow:MSFT
12.86MSFTDetails
Price/CF
26.3
High:MSFT
26.3MSFTLow:MSFT
26.3MSFTDetails
Price/FCF
72.5
High:MSFT
72.5MSFTLow:MSFT
72.5MSFTDetails
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 |
-10.98% | Aug 2025 | - | 4 |
-3.13% | Dec 2024 | Jan 2025 | 1 |