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+0.85%
Today
+0.85%
This Month
+12.21%
Year To Date
+215.03%
2 Years
+3890.81%
5 Years
+11.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies96.13%
- 🖥️ Technology Services2.77%
- 📊 ETFs0.58%
- 👥 Copy Trading0.25%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency96.13%
- 🇺🇸 Nasdaq2.77%
- 🇺🇸 NYSE0.59%
- 🌍 CFD0.21%
- 🇬🇧 LSE0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.77%
- 🇬🇧 United Kingdom0.02%
Dividends
Dividend Yield
0.03%
4 out of 7 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $DRIP (3.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.02% | 0.7% | $3 |
 FXI | 0.01% | 1.58% | - |
 DRIP | 0% | 3.16% | - |
 smrinvestment | 0% | 0.4% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 BATS.L (smrinvestment) | Ex-Dividend | Jun 26, 2025 | $0.76 |
 GSK.L (smrinvestment) | Pay Day | Jul 10, 2025 | $0.21 |
BATS.L (smrinvestment) | Pay Day | Aug 1, 2025 | $0.76 |
FXI | Pay Day | Dec 20, 2025 | $0.45 |
Performance Metrics
Score 5.8/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
20.32
20.32
-2
0
2
21
21
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
20.32
20.32
-2
0
2
21
21
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.57
High:
MSFT
35.57MSFTLow:MSFT
35.57MSFTDetails
PEG Ratio
294.07
High:MSFT
294.07MSFTLow:MSFT
294.07MSFTDetails
Price/Book
10.63
High:MSFT
10.63MSFTLow:MSFT
10.63MSFTDetails
Price/Sales
12.72
High:MSFT
12.72MSFTLow:MSFT
12.72MSFTDetails
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
35.57
High:MSFT
35.57MSFTLow:MSFT
35.57MSFTDetails
PEG Ratio
294.07
High:MSFT
294.07MSFTLow:MSFT
294.07MSFTDetails
Price/Book
10.63
High:MSFT
10.63MSFTLow:MSFT
10.63MSFTDetails
Price/Sales
12.72
High:MSFT
12.72MSFTLow:MSFT
12.72MSFTDetails
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 |