PrideLink Wealth — Performance Dashboard

Percent-based performance across SMEs, Crypto, Public Equities and other allocations

Total Portfolio
Private — reported to investors
YTD: —
SME Portfolio
—
IRR (since inception): —
Crypto Holdings
—
YTD: —
Public Equities
—
YTD: —

Portfolio Performance (last 12 months)

Trends show ups and downs; and current position. Hover points for month labels.
—YTD Return
—Annualized Volatility
—Max Drawdown
—Sharpe (est.)

Quarterly Narrative

Concise context for recent performance
  1. Correction: a market pullback created a short drawdown across public equities and crypto.
  2. Active response: tactical trimming and SME exits improved realized returns.
  3. Recovery: core allocations and dividend income supported a steady recovery.
  4. Positioning: micro-stakes expanded optionality while preserving founder alignment.

Recent Events

Month 3: Realized exit from SME; proceeds redeployed into core equities.
Month 6: Crypto correction; tactical trimming reduced short-term exposure.
Month 9: Strategic minority stake added; board observer appointed.
Month 11: Dividend reinvestment and liquidity buffer increased.

How to read this dashboard

Percent-based indices preserve trend visibility while keeping private figures confidential.

  • Each series starts at 100 at the beginning of the selected timeframe; movements show relative performance.
  • Allocation percentages reflect current exposure across asset classes.
  • Events summarize material portfolio actions that affected performance.