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+0.16%
Today
+0.16%
This Month
-11.63%
Year To Date
+158.29%
2 Years
+3135.93%
5 Years
+8.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies96.09%
- 🖥️ Technology Services2.52%
- 📊 ETFs0.72%
- 👥 Copy Trading0.32%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency96.09%
- 🇺🇸 Nasdaq2.52%
- 🇺🇸 NYSE0.74%
- 🌍 CFD0.29%
- 🇬🇧 LSE0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.52%
- 🇬🇧 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 (4.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.02% | 0.85% | $3 |
 FXI | 0.01% | 1.52% | - |
 DRIP | 0.01% | 4.32% | - |
 smrinvestment | 0% | 0.31% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 GSK.L (smrinvestment) | Pay Day | Apr 10 | $0.20 |
MSFT | Ex-Dividend | May 15 | $0.83 |
MSFT | Pay Day | Jun 12 | $0.83 |
FXI | Pay Day | Jun 17 | $- |
 BATS.L (smrinvestment) | Ex-Dividend | Jun 26 | $0.76 |
DRIP | Pay Day | Jul 2 | $- |
BATS.L (smrinvestment) | Pay Day | Aug 1 | $0.76 |
Performance Metrics
Score 5.7/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
18.03
18.03
-2
0
2
19
19
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
18.03
18.03
-2
0
2
19
19
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.78
High:
MSFT
30.78MSFTLow:MSFT
30.78MSFTDetails
PEG Ratio
248.67
High:MSFT
248.67MSFTLow:MSFT
248.67MSFTDetails
Price/Book
9.39
High:MSFT
9.39MSFTLow:MSFT
9.39MSFTDetails
Price/Sales
10.9
High:MSFT
10.9MSFTLow:MSFT
10.9MSFTDetails
Price/CF
25.07
High:MSFT
25.07MSFTLow:MSFT
25.07MSFTDetails
Price/FCF
66.77
High:MSFT
66.77MSFTLow:MSFT
66.77MSFTDetails
P/E Ratio
30.78
High:MSFT
30.78MSFTLow:MSFT
30.78MSFTDetails
PEG Ratio
248.67
High:MSFT
248.67MSFTLow:MSFT
248.67MSFTDetails
Price/Book
9.39
High:MSFT
9.39MSFTLow:MSFT
9.39MSFTDetails
Price/Sales
10.9
High:MSFT
10.9MSFTLow:MSFT
10.9MSFTDetails
Price/CF
25.07
High:MSFT
25.07MSFTLow:MSFT
25.07MSFTDetails
Price/FCF
66.77
High:MSFT
66.77MSFTLow:MSFT
66.77MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-95.6% | Jan 2018 | Dec 2023 | 71 |
-19.2% | Feb 2025 | - | 2 |
-16.86% | Apr 2024 | Nov 2024 | 7 |
-3.13% | Dec 2024 | Jan 2025 | 1 |