Nik Legge Portfolio

Invests via CIBC Capital Markets (Europe) S.A. | Managed by Nik Legge

Invests via CIBC Capital Markets (Europe) S.A.

Managed by Nik Legge

Automatically Tracked

Tracking: 0 Updated: Jul 19 at 10:41 PM

Fintech and marketplace entrepreneur and investor with operational and capital-markets experience, Nik Legge has built and scaled consumer-facing platforms and B2B SaaS businesses while leading product, growth and fundraising efforts. Known for hands-on operator leadership, strategy execution and investor relations, he focuses on early-growth companies across financial services, payments and digital assets. Active in board and advisory roles, he brings deal structuring and go-to-market expertise to venture and growth-stage portfolios.

Investment Philosophy & Strategy

Prefers concentrated, early-growth stakes in fintech, marketplaces and digital-assets businesses where product-led growth and payments primitives create defensible unit economics. Emphasizes hands-on capital: operational support on product, go-to-market and fundraising to accelerate scaling; structures deals with staged capital and milestone-based tranches to manage downside. Horizon is multi-year growth exit or strategic sale, risk-managed via active board governance, tight KPIs, and focus on revenue traction, retention and regulatory-readiness.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

43.18%

Gain +0.07%

Monthly

1.95%

Yearly

26.1%

Drawdown

39.97%

$676.09M

Equity

Holdings

$676.09M

Investment

$558.12M

$117.98M

Profit +$196,471.57

Realized

Unrealized

$117.98M

Dividends

$51,604.41

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.07%

Profit

$196,471.57

Win %

50%

This Week

Compared To Last Week

Gain

0.03%

Profit

$196,471.57

Win %

50%

This Month

Compared to last month

Gain

-5.83%

Profit

-$41.84M

Win %

50%

This Year

Compared to last year

Gain

15.79%

Profit

$92.17M

Win %

50%

Gainers
Losers

ADBE Adobe Inc.

+0.82%

+$113,361.96

ISRG Intuitive Surgical, Inc.

-14.14%

-$2.75M

NFLX Netflix, Inc.

-7.26%

-$3.59M

TSLA Tesla, Inc.

-2.61%

-$835,730.12

NVDA NVIDIA Corporation

-2.21%

-$808,889.35

UBER Uber Technologies, Inc.

-2.13%

-$469,310.86

AMZN Amazon.com Inc

-1.06%

-$1.48M

AMD Advanced Micro Devices, Inc.

-1.03%

-$2.42M

NOW ServiceNow, Inc.

-0.74%

-$98,167.55

BRK-B Berkshire Hathaway Inc.

-0.45%

-$580,416.72

Events

Dividends

Dividend Analysis

No Data

Trades 24	Longs Won 12/24 50%	Profit Factor 2.62
Profitability	Shorts Won 0/0 0%	Standard Deviation $22.84M
Average Win $15.89M	Best Trade (Jul 19) $92.84M	Sharpe Ratio -1.69
Average Loss -$6.06M	Worst Trade (Jul 19) -$21.39M	Z-Score -0.21 (16.53%)
Commissions $0	Avg. Trade Length 1y 2m 2w 5d	Expectancy $4.92M

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	0.02%	0.17%	1.15%	6.12%	26.73%
Consecutive Losing Trades	112	100	89	78	67	56	45	33	22	11