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
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.
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.
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:
75.8%
Gain -1.12%
Monthly
2.66%
Yearly
37.07%
Drawdown
39.97%
$768.87M
Equity
Holdings
$768.87M
Investment
$749.76M
$184.11M
Profit -$4.91M
Realized
$165M
Unrealized
$19.11M
Dividends
$94,397.37
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.12%
Profit
-$4.91M
Win %
55%
This Week
Compared To Last Week
Gain
-2.37%
Profit
-$18.65M
Win %
55%
This Month
Compared to last month
Gain
1.22%
Profit
$9.24M
Win %
55%
This Year
Compared to last year
Gain
1.39%
Profit
$13.72M
Win %
60%
Events
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Dividends
Dividend Analysis
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| Trades 30 | Longs Won 18/30 60% | Profit Factor 3.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $20.17M |
| Average Win $13.82M | Best Trade (Jun 30) $80.71M | Sharpe Ratio -1.96 |
| Average Loss -$5.39M | Worst Trade (Oct 14) -$20.76M | Z-Score 0.43 (33.02%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 6d | Expectancy $6.14M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.61% | 8.97% |
| Consecutive Losing Trades | 143 | 128 | 114 | 100 | 86 | 71 | 57 | 43 | 29 | 14 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 ADBE Adobe Inc. | 153,434 | $42.92M | $38.55M | - | -$4.36M | -10.17% | +4.4% |
 AMD Advanced Micro Devices, Inc. | 85,421 | $13.82M | $45.39M | - | $31.57M | 228.43% | -6.912% |
 AMZN Amazon.com Inc | 1.1M | $251.26M | $274.77M | - | $23.51M | 9.36% | -1.511% |
 BRK-B Berkshire Hathaway Inc. | 289,632 | $144.15M | $153.68M | - | $9.53M | 6.61% | +0.809% |
 ISRG Intuitive Surgical, Inc. | 48,252 | $25.93M | $20.35M | - | -$5.58M | -21.52% | +0.343% |
 NFLX Netflix, Inc. | 1.44M | $134.34M | $104.23M | - | -$30.11M | -22.41% | +2.565% |
 NOW ServiceNow, Inc. | 127,490 | $26.45M | $18.09M | - | -$8.36M | -31.62% | +1.347% |
 NVDA NVIDIA Corporation | 176,229 | $26.66M | $37.75M | - | $11.09M | 41.59% | -3.198% |
 TSLA Tesla, Inc. | 155,774 | $59.44M | $55.41M | - | -$4.02M | -6.77% | -3.111% |
 UBER Uber Technologies, Inc. | 297,032 | $24.8M | $20.65M | - | -$4.15M | -16.74% | +0.332% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Nik Legge?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $165M and NVIDIA Corporation - $94,397.37. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Nik Legge's portfolio generate?
The portfolio generates substantial dividend income, with a total of $94,397.37 earned over time. The largest contributors to dividend income include NVIDIA Corporation - $94,397.37. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nik Legge's monthly returns?
Nik Legge's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Nik Legge's strategy be considered aggressive or moderate?
Nik Legge's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Nik Legge's strategy?
Nik Legge's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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