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-1.31%
This Month
-3.15%
Year To Date
+103.19%
2 Years
+978.42%
5 Years
+97.78%
10 Years
+8.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies95.28%
- 🖥️ Technology Services3.42%
- 📊 ETFs0.72%
- 👥 Copy Trading0.06%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency95.28%
- 🇺🇸 Nasdaq3.42%
- 🇺🇸 NYSE0.73%
- 🌍 CFD0.05%
- 🇬🇧 LSE0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.42%
- 🇬🇧 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 (0.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.02% | 0.72% | $3 |
 smrinvestment | 0% | 0.55% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
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 5.6/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
14.26
14.26
-2
0
2
15
15
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
14.26
14.26
-2
0
2
15
15
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
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
34.37
High:
MSFT
34.37MSFTLow:MSFT
34.37MSFTDetails
PEG Ratio
216.28
High:MSFT
216.28MSFTLow:MSFT
216.28MSFTDetails
Price/Book
9.89
High:MSFT
9.89MSFTLow:MSFT
9.89MSFTDetails
Price/Sales
12.28
High:MSFT
12.28MSFTLow:MSFT
12.28MSFTDetails
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
34.37
High:MSFT
34.37MSFTLow:MSFT
34.37MSFTDetails
PEG Ratio
216.28
High:MSFT
216.28MSFTLow:MSFT
216.28MSFTDetails
Price/Book
9.89
High:MSFT
9.89MSFTLow:MSFT
9.89MSFTDetails
Price/Sales
12.28
High:MSFT
12.28MSFTLow:MSFT
12.28MSFTDetails
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 |
-22.74% | Aug 2025 | - | 5 |
-19.2% | Feb 2025 | May 2025 | 3 |
-16.86% | Apr 2024 | Nov 2024 | 7 |
-3.13% | Dec 2024 | Jan 2025 | 1 |