Portfolio of DonFan on eToro

DonFan

🇸🇰 Stock Income Investor.

577 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+1.74%

This Month

+8.74%

Year To Date

+27.35%

2 Years

+57.6%

5 Years

-97.94%

10 Years

-34.78%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
18.64%
🍞 Consumer Non Durables
10.22%
🧬 Health Technology
9.62%
🖥️ Technology Services
9.58%
💰 Finance
9.29%
🛍️ Retail Trade
7.46%
🚗 Consumer Durables
6.05%
🛠️ Producer Manufacturing
5.47%
💇‍♀️ Consumer Services
4.23%
🚚 Transportation
4.19%
⛏️ Energy Minerals
3.08%
📦 Distribution Services
2.76%
⚡ Utilities
2.14%
🪨 Non Energy Minerals
1.79%
🧪 Process Industries
1.54%
🏭 Industrial Services
1.12%
🏥 Health Services
0.94%
💼 Commercial Services
0.8%
📡 Communications
0.77%
💵 Cash
0.31%
❓ Other
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
58.51%
🇺🇸 Nasdaq
34.3%
🇩🇪 FRA
3.33%
🇫🇷 Euronext Paris
1.34%
🇪🇸 Bolsa De Madrid
1%
🇭🇰 Hong Kong Exchanges
0.72%
🇬🇧 LSE
0.61%

Countries Breakdown

Country
Total

🇺🇸 United States
88.57%
🇩🇪 Germany
3.33%
🇬🇧 United Kingdom
1.93%
🇫🇷 France
1.34%
🇮🇪 Ireland
1.19%
🇨🇳 China
1.19%
🇪🇸 Spain
1%
🇯🇵 Japan
0.8%
🇨🇦 Canada
0.34%

Dividends

Dividend Yield

1.77%

114 out of 127 instruments pay dividend.

22 dividend payments in the next 30 days.

Highest Dividend: $WHR (9.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MO	0.06%	5.79%	$3.92
O	0.04%	5.77%	$3.09
T.US	0.04%	4.72%	$1.11
MBG.DE	0.03%	8.46%	$5.3
RNO.PA	0.03%	7.93%	$1.85
PM	0.03%	3.02%	$5.2
D	0.03%	4.26%	$2.67
BMW.DE	0.03%	7.61%	$6
PFE	0.03%	5.74%	$1.66
HPQ	0.03%	3.84%	$1.1
ABBV	0.03%	2.41%	$6.06
ITX.MC	0.03%	2.51%	$1.11
CVS	0.02%	2.82%	$2.54
SO	0.02%	3.32%	$2.82
KMB	0.02%	4.77%	$4.8
VOW3.DE	0.02%	7.51%	$9.06
MRK	0.02%	2.3%	$3.04
PEP	0.02%	4.36%	$5.15
NKE	0.02%	4.37%	$1.45
KO	0.02%	2.26%	$1.89
CLX	0.02%	5.72%	$4.8
GPC	0.02%	3.39%	$3.9
PNC	0.02%	3.36%	$6.2
NEE	0.02%	3.1%	$1.97
GIS	0.02%	7.35%	$2.36
UNH	0.02%	2.17%	$7.74
ULVR.L	0.02%	3.36%	$1.47
JPM	0.02%	1.83%	$4.4
MDT.US	0.02%	3.07%	$2.77
SWK	0.02%	3.54%	$3.24
JNJ	0.02%	2.05%	$4.81
KR	0.02%	2.37%	$1.16
XOM	0.02%	2.33%	$3.76
USB	0.02%	3.59%	$1.94
ENB	0.02%	5.67%	$2.66
MDLZ	0.02%	3.25%	$1.7
CMCSA	0.02%	5.95%	$1.2
FR.PA	0.02%	3.24%	$0.4
LMT	0.02%	2.52%	$12.45
WFC	0.02%	2.27%	$1.4
PSX	0.02%	1.73%	$4.3
ADP	0.02%	2.36%	$5.45
SYY	0.02%	2.66%	$2.01
CVX.US	0.02%	3.13%	$6.28
HD	0.02%	2.96%	$8.52
CON.DE	0.02%	3.95%	$2.2
SHEL	0.02%	2.86%	$2.7
HRL	0.02%	5.72%	$1.12
MCD	0.02%	3.07%	$6.53
SPG	0.02%	4.3%	$7.75
SBUX	0.02%	2.51%	$2.24
PG	0.02%	2.71%	$3.83
BLK	0.02%	2%	$20.2
ORCL	0.02%	1.5%	$1.6
NVDA	0.02%	0.24%	$0.02
NUE	0.02%	0.87%	$2.13
FDX	0.02%	1.81%	$5.16
CL	0.02%	2.25%	$1.96
ACN	0.01%	2.78%	$4.99
BAC	0.01%	2.29%	$0.96
LOW	0.01%	2.46%	$4.45
AFL	0.01%	2.03%	$1.84
HEN3.DE	0.01%	2.63%	$1.85
HOG	0.01%	2.73%	$0.68
PSA	0.01%	4.03%	$12
KHC	0.01%	6.77%	$1.6
WHR	0.01%	9.63%	$7
MMM	0.01%	1.8%	$5.21
AMGN	0.01%	2.29%	$8.76
STZ	0.01%	3.13%	$3.68
WM	0.01%	1.6%	$2.9
LLY	0.01%	0.52%	$4.86
CAT	0.01%	0.84%	$5.31
CAH	0.01%	0.8%	$2.01
DPZ	0.01%	2.45%	$5.44
DE	0.01%	1.04%	$5.76
GD	0.01%	1.83%	$5.48
ITW	0.01%	2.4%	$5.6
TRV	0.01%	1.2%	$4.05
CSCO	0.01%	1.57%	$1.58
LUV	0.01%	1.83%	$0.72
RTX	0.01%	1.46%	$2.44
DIS	0.01%	1.35%	$0.75
ADS.DE	0.01%	1.72%	$0.7
BKNG	0.01%	1.01%	$17.5
WMT	0.01%	0.84%	$0.81
EMR	0.01%	1.41%	$2.1
UNP	0.01%	1.95%	$5.2
GE	0.01%	0.59%	$0.44
MSFT	0.01%	0.7%	$3
SYK	0.01%	1.18%	$3.15
YUM	0.01%	1.97%	$2.55
ROP	0.01%	0.91%	$2.93
JBHT	0.01%	0.79%	$1.7
DAL	0.01%	1.05%	$0.3
MCO	0.01%	0.86%	$3.24
V	0.01%	0.66%	$2.01
COST	0.01%	0.56%	$19.22
ECL	0.01%	1.03%	$2.24
META	0.01%	0.3%	$1
AAPL	0%	0.31%	$0.97
MA	0%	0.56%	$2.46
HON	0%	2.91%	$4.27
MC.PA	0%	1.42%	$13
AZN	0%	0.63%	$1.42
BABA	0%	0.95%	$0.98
DHR	0%	0.7%	$1.05
GOOG	0%	0.26%	$0.2
SHW	0%	0.95%	$2.64
SONY	0%	0.44%	$0.49
WDC	0%	0.15%	-
BAYN.DE	0%	0.25%	$0.11
VLTO	0%	-0.51%	$-0.27
GEV	0%	-0.22%	-

Next Dividends

Stock	Type	Date	Pay Per Share
LOW	Ex-Dividend	Oct 22, 2026	$1.25
ORCL	Pay Day	Oct 23, 2026	$0.50
CVS	Ex-Dividend	Oct 23, 2026	$0.67
SYY	Pay Day	Oct 23, 2026	$0.55
PFE	Ex-Dividend	Oct 24, 2026	$0.43
PG	Ex-Dividend	Oct 24, 2026	$1.09
COST	Ex-Dividend	Oct 24, 2026	$1.47
GE	Pay Day	Oct 26, 2026	$0.47
PM	Pay Day	Oct 26, 2026	$1.47
MC.PA	Ex-Dividend	Oct 28, 2026	$8.60
CMCSA	Pay Day	Oct 28, 2026	$0.33
ITX.MC	Ex-Dividend	Oct 29, 2026	$0.64
STZ	Ex-Dividend	Oct 30, 2026	$1.03
DHR	Pay Day	Oct 30, 2026	$0.40
SYK	Pay Day	Oct 30, 2026	$0.88
O	Ex-Dividend	Oct 30, 2026	$0.27
VLTO	Pay Day	Oct 30, 2026	-$0.13
JPM	Pay Day	Oct 31, 2026	$1.50
T.US	Pay Day	Nov 2, 2026	$0.28
ITX.MC	Pay Day	Nov 2, 2026	$0.64
GIS	Pay Day	Nov 2, 2026	$0.61
DAL	Pay Day	Nov 5, 2026	$0.19
PNC	Pay Day	Nov 5, 2026	$1.70
INTC	Ex-Dividend	Nov 7, 2026	$0.12
WFC	Ex-Dividend	Nov 7, 2026	$0.45
JBHT	Ex-Dividend	Nov 7, 2026	$0.45
MA	Pay Day	Nov 9, 2026	$0.87
DE	Pay Day	Nov 9, 2026	$1.62
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
NUE	Pay Day	Nov 10, 2026	$0.56
V	Ex-Dividend	Nov 11, 2026	$0.67
CLX	Ex-Dividend	Nov 12, 2026	$1.24
CL	Pay Day	Nov 13, 2026	$0.53
ACN	Pay Day	Nov 13, 2026	$1.63
GD	Pay Day	Nov 13, 2026	$1.59
RTX	Ex-Dividend	Nov 14, 2026	$0.73
SBUX	Ex-Dividend	Nov 14, 2026	$0.62
HON	Ex-Dividend	Nov 14, 2026	$1.19
SHEL	Ex-Dividend	Nov 14, 2026	$0.78
KR	Ex-Dividend	Nov 14, 2026	$0.35
EMR	Ex-Dividend	Nov 14, 2026	$0.56
LLY	Ex-Dividend	Nov 14, 2026	$1.73
MCO	Ex-Dividend	Nov 14, 2026	$1.03
ENB	Ex-Dividend	Nov 14, 2026	$0.71
ABBV	Pay Day	Nov 16, 2026	$1.73
HRL	Pay Day	Nov 16, 2026	$0.29
XOM	Ex-Dividend	Nov 17, 2026	$1.03
SO	Ex-Dividend	Nov 17, 2026	$0.76
PSX	Ex-Dividend	Nov 18, 2026	$1.27
CVX.US	Ex-Dividend	Nov 19, 2026	$1.78
AFL	Ex-Dividend	Nov 19, 2026	$0.61
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
WMT	Ex-Dividend	Nov 21, 2026	$0.25
AMGN	Ex-Dividend	Nov 21, 2026	$2.52
SHW	Ex-Dividend	Nov 21, 2026	$0.80
MMM	Ex-Dividend	Nov 24, 2026	$0.78
JNJ	Ex-Dividend	Nov 25, 2026	$1.34
WHR	Ex-Dividend	Nov 27, 2026	$0.90
NEE	Ex-Dividend	Nov 28, 2026	$0.62
MCD	Ex-Dividend	Dec 1, 2026	$1.86
NKE	Ex-Dividend	Dec 1, 2026	$0.41
LMT	Ex-Dividend	Dec 1, 2026	$3.45
UNP	Ex-Dividend	Dec 1, 2026	$1.38
HD	Ex-Dividend	Dec 3, 2026	$2.33
LUV	Ex-Dividend	Dec 3, 2026	$0.18
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
BAC	Ex-Dividend	Dec 4, 2026	$0.28
PEP	Ex-Dividend	Dec 4, 2026	$1.48
KMB	Ex-Dividend	Dec 4, 2026	$1.28
GPC	Ex-Dividend	Dec 4, 2026	$1.06
D	Ex-Dividend	Dec 4, 2026	$0.67
KHC	Ex-Dividend	Dec 4, 2026	$0.40
WDC	Ex-Dividend	Dec 8, 2026	$0.15
SWK	Ex-Dividend	Dec 8, 2026	$0.83
BLK	Ex-Dividend	Dec 8, 2026	$5.73
HPQ	Ex-Dividend	Dec 9, 2026	$0.30
YUM	Ex-Dividend	Dec 9, 2026	$0.75
SPG	Ex-Dividend	Dec 9, 2026	$2.25
TRV	Ex-Dividend	Dec 10, 2026	$1.25
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
BKNG	Ex-Dividend	Dec 11, 2026	$0.42
WM	Ex-Dividend	Dec 11, 2026	$0.94
ADP	Ex-Dividend	Dec 11, 2026	$1.70
UNH	Ex-Dividend	Dec 14, 2026	$2.21
FDX	Ex-Dividend	Dec 14, 2026	$1.45
KO	Ex-Dividend	Dec 15, 2026	$0.53
MRK	Ex-Dividend	Dec 15, 2026	$0.85
HOG	Ex-Dividend	Dec 15, 2026	$0.19
MO	Ex-Dividend	Dec 15, 2026	$1.06
ECL	Ex-Dividend	Dec 15, 2026	$0.73
DPZ	Ex-Dividend	Dec 15, 2026	$1.99
PSA	Ex-Dividend	Dec 15, 2026	$3.00
GEV	Ex-Dividend	Dec 16, 2026	-$0.50
META	Ex-Dividend	Dec 21, 2026	$0.53
MDT.US	Ex-Dividend	Dec 25, 2026	$0.71
DIS	Ex-Dividend	Dec 30, 2026	$0.75
DE	Ex-Dividend	Dec 30, 2026	$1.62
MDLZ	Ex-Dividend	Dec 30, 2026	$0.50
USB	Ex-Dividend	Dec 30, 2026	$0.52
NUE	Ex-Dividend	Dec 30, 2026	$0.56
DHR	Ex-Dividend	Dec 30, 2026	$0.40
ITW	Ex-Dividend	Dec 30, 2026	$1.61
SYK	Ex-Dividend	Dec 30, 2026	$0.88
VLTO	Ex-Dividend	Dec 30, 2026	-$0.13
CAH	Ex-Dividend	Jan 1, 2027	$0.52
CSCO	Ex-Dividend	Jan 2, 2027	$0.42
PM	Ex-Dividend	Jan 2, 2027	$1.47
SYY	Ex-Dividend	Jan 2, 2027	$0.55
ROP	Ex-Dividend	Jan 2, 2027	$0.91
GE	Ex-Dividend	Jan 5, 2027	$0.47
JPM	Ex-Dividend	Jan 6, 2027	$1.50
CMCSA	Ex-Dividend	Jan 7, 2027	$0.33
T.US	Ex-Dividend	Jan 9, 2027	$0.28
MA	Ex-Dividend	Jan 9, 2027	$0.87
ORCL	Ex-Dividend	Jan 9, 2027	$0.50
GD	Ex-Dividend	Jan 9, 2027	$1.59
ACN	Ex-Dividend	Jan 13, 2027	$1.63
GIS	Ex-Dividend	Jan 13, 2027	$0.61
HRL	Ex-Dividend	Jan 13, 2027	$0.29
PNC	Ex-Dividend	Jan 14, 2027	$1.70
ABBV	Ex-Dividend	Jan 15, 2027	$1.73
DAL	Ex-Dividend	Jan 15, 2027	$0.19
CAT	Ex-Dividend	Jan 20, 2027	$1.51
CL	Ex-Dividend	Jan 20, 2027	$0.53
AZN	Ex-Dividend	Feb 7, 2027	$0.52
SONY	Ex-Dividend	Mar 30, 2027	$0.07
MBG.DE	Ex-Dividend	Apr 17, 2027	$4.06
BAYN.DE	Ex-Dividend	Apr 27, 2027	$0.13
HEN3.DE	Ex-Dividend	Apr 28, 2027	$0.00
CON.DE	Ex-Dividend	May 4, 2027	$3.13
ADS.DE	Ex-Dividend	May 8, 2027	$3.29
RNO.PA	Ex-Dividend	May 8, 2027	$2.60
BMW.DE	Ex-Dividend	May 14, 2027	$5.15
FR.PA	Ex-Dividend	May 26, 2027	$0.51
BABA	Ex-Dividend	Jun 11, 2027	$1.05
VOW3.DE	Ex-Dividend	Jun 19, 2027	$6.04

Performance Metrics

Score 2.5/10

Beta

0.65

0.8

1.2

Sharpe Ratio

-0.39

-1

0.5

1.5

Sortino Ratio

-0.42

-1

Jensen's Alpha

-23.68

-24

4.5

Omega Ratio

0.34

1.5

2.5

Treynor Ratio

-2.48

-3

0.75

1.25

Information Ratio

-0.62

-1

0.3

0.6

Calmar Ratio

-0.35

-1

0.3

0.6

Beta

0.65

0.8

1.2

Sharpe Ratio

-0.39

-1

0.5

1.5

Sortino Ratio

-0.42

-1

Jensen's Alpha

-23.68

-24

4.5

Omega Ratio

0.34

1.5

2.5

Treynor Ratio

-2.48

-3

0.75

1.25

Information Ratio

-0.62

-1

0.3

0.6

Calmar Ratio

-0.35

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.06

High:

GPC

505.77

Low:

SONY

-100.68

Details

PEG Ratio

1.66

High:

BLK

19.51

Low:

STZ

0.02

Details

Price/Book

10.85

High:

291.13

Low:

HPQ

-309.01

Details

Price/Sales

6.88

High:

NVDA

19.15

Low:

VOW3.DE

0.11

Details

Price/CF

23.91

High:

TSLA

79.69

Low:

CHTR

1.05

Details

Price/FCF

44.28

High:

NEE

2,356.18

Low:

FR.PA

2.29

Details

P/E Ratio

29.06

High:

GPC

505.77

Low:

SONY

-100.68

Details

PEG Ratio

1.66

High:

BLK

19.51

Low:

STZ

0.02

Details

Price/Book

10.85

High:

291.13

Low:

HPQ

-309.01

Details

Price/Sales

6.88

High:

NVDA

19.15

Low:

VOW3.DE

0.11

Details

Price/CF

23.91

High:

TSLA

79.69

Low:

CHTR

1.05

Details

Price/FCF

44.28

High:

NEE

2,356.18

Low:

FR.PA

2.29

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-97.82%	Aug 2017	-	111

Monthly Performance

Portfolio of DonFan on eToro

DonFan

🇸🇰 Stock Income Investor.

577 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+1.74%

This Month

+8.74%

Year To Date

+27.35%

2 Years

+57.6%

5 Years

-97.94%

10 Years

-34.78%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
18.64%
🍞 Consumer Non Durables
10.22%
🧬 Health Technology
9.62%
🖥️ Technology Services
9.58%
💰 Finance
9.29%
🛍️ Retail Trade
7.46%
🚗 Consumer Durables
6.05%
🛠️ Producer Manufacturing
5.47%
💇‍♀️ Consumer Services
4.23%
🚚 Transportation
4.19%
⛏️ Energy Minerals
3.08%
📦 Distribution Services
2.76%
⚡ Utilities
2.14%
🪨 Non Energy Minerals
1.79%
🧪 Process Industries
1.54%
🏭 Industrial Services
1.12%
🏥 Health Services
0.94%
💼 Commercial Services
0.8%
📡 Communications
0.77%
💵 Cash
0.31%
❓ Other
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
58.51%
🇺🇸 Nasdaq
34.3%
🇩🇪 FRA
3.33%
🇫🇷 Euronext Paris
1.34%
🇪🇸 Bolsa De Madrid
1%
🇭🇰 Hong Kong Exchanges
0.72%
🇬🇧 LSE
0.61%

Countries Breakdown

Country
Total

🇺🇸 United States
88.57%
🇩🇪 Germany
3.33%
🇬🇧 United Kingdom
1.93%
🇫🇷 France
1.34%
🇮🇪 Ireland
1.19%
🇨🇳 China
1.19%
🇪🇸 Spain
1%
🇯🇵 Japan
0.8%
🇨🇦 Canada
0.34%

Dividends

Dividend Yield

1.77%

114 out of 127 instruments pay dividend.

22 dividend payments in the next 30 days.

Highest Dividend: $WHR (9.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MO	0.06%	5.79%	$3.92
O	0.04%	5.77%	$3.09
T.US	0.04%	4.72%	$1.11
MBG.DE	0.03%	8.46%	$5.3
RNO.PA	0.03%	7.93%	$1.85
PM	0.03%	3.02%	$5.2
D	0.03%	4.26%	$2.67
BMW.DE	0.03%	7.61%	$6
PFE	0.03%	5.74%	$1.66
HPQ	0.03%	3.84%	$1.1
ABBV	0.03%	2.41%	$6.06
ITX.MC	0.03%	2.51%	$1.11
CVS	0.02%	2.82%	$2.54
SO	0.02%	3.32%	$2.82
KMB	0.02%	4.77%	$4.8
VOW3.DE	0.02%	7.51%	$9.06
MRK	0.02%	2.3%	$3.04
PEP	0.02%	4.36%	$5.15
NKE	0.02%	4.37%	$1.45
KO	0.02%	2.26%	$1.89
CLX	0.02%	5.72%	$4.8
GPC	0.02%	3.39%	$3.9
PNC	0.02%	3.36%	$6.2
NEE	0.02%	3.1%	$1.97
GIS	0.02%	7.35%	$2.36
UNH	0.02%	2.17%	$7.74
ULVR.L	0.02%	3.36%	$1.47
JPM	0.02%	1.83%	$4.4
MDT.US	0.02%	3.07%	$2.77
SWK	0.02%	3.54%	$3.24
JNJ	0.02%	2.05%	$4.81
KR	0.02%	2.37%	$1.16
XOM	0.02%	2.33%	$3.76
USB	0.02%	3.59%	$1.94
ENB	0.02%	5.67%	$2.66
MDLZ	0.02%	3.25%	$1.7
CMCSA	0.02%	5.95%	$1.2
FR.PA	0.02%	3.24%	$0.4
LMT	0.02%	2.52%	$12.45
WFC	0.02%	2.27%	$1.4
PSX	0.02%	1.73%	$4.3
ADP	0.02%	2.36%	$5.45
SYY	0.02%	2.66%	$2.01
CVX.US	0.02%	3.13%	$6.28
HD	0.02%	2.96%	$8.52
CON.DE	0.02%	3.95%	$2.2
SHEL	0.02%	2.86%	$2.7
HRL	0.02%	5.72%	$1.12
MCD	0.02%	3.07%	$6.53
SPG	0.02%	4.3%	$7.75
SBUX	0.02%	2.51%	$2.24
PG	0.02%	2.71%	$3.83
BLK	0.02%	2%	$20.2
ORCL	0.02%	1.5%	$1.6
NVDA	0.02%	0.24%	$0.02
NUE	0.02%	0.87%	$2.13
FDX	0.02%	1.81%	$5.16
CL	0.02%	2.25%	$1.96
ACN	0.01%	2.78%	$4.99
BAC	0.01%	2.29%	$0.96
LOW	0.01%	2.46%	$4.45
AFL	0.01%	2.03%	$1.84
HEN3.DE	0.01%	2.63%	$1.85
HOG	0.01%	2.73%	$0.68
PSA	0.01%	4.03%	$12
KHC	0.01%	6.77%	$1.6
WHR	0.01%	9.63%	$7
MMM	0.01%	1.8%	$5.21
AMGN	0.01%	2.29%	$8.76
STZ	0.01%	3.13%	$3.68
WM	0.01%	1.6%	$2.9
LLY	0.01%	0.52%	$4.86
CAT	0.01%	0.84%	$5.31
CAH	0.01%	0.8%	$2.01
DPZ	0.01%	2.45%	$5.44
DE	0.01%	1.04%	$5.76
GD	0.01%	1.83%	$5.48
ITW	0.01%	2.4%	$5.6
TRV	0.01%	1.2%	$4.05
CSCO	0.01%	1.57%	$1.58
LUV	0.01%	1.83%	$0.72
RTX	0.01%	1.46%	$2.44
DIS	0.01%	1.35%	$0.75
ADS.DE	0.01%	1.72%	$0.7
BKNG	0.01%	1.01%	$17.5
WMT	0.01%	0.84%	$0.81
EMR	0.01%	1.41%	$2.1
UNP	0.01%	1.95%	$5.2
GE	0.01%	0.59%	$0.44
MSFT	0.01%	0.7%	$3
SYK	0.01%	1.18%	$3.15
YUM	0.01%	1.97%	$2.55
ROP	0.01%	0.91%	$2.93
JBHT	0.01%	0.79%	$1.7
DAL	0.01%	1.05%	$0.3
MCO	0.01%	0.86%	$3.24
V	0.01%	0.66%	$2.01
COST	0.01%	0.56%	$19.22
ECL	0.01%	1.03%	$2.24
META	0.01%	0.3%	$1
AAPL	0%	0.31%	$0.97
MA	0%	0.56%	$2.46
HON	0%	2.91%	$4.27
MC.PA	0%	1.42%	$13
AZN	0%	0.63%	$1.42
BABA	0%	0.95%	$0.98
DHR	0%	0.7%	$1.05
GOOG	0%	0.26%	$0.2
SHW	0%	0.95%	$2.64
SONY	0%	0.44%	$0.49
WDC	0%	0.15%	-
BAYN.DE	0%	0.25%	$0.11
VLTO	0%	-0.51%	$-0.27
GEV	0%	-0.22%	-

Next Dividends

Stock	Type	Date	Pay Per Share
LOW	Ex-Dividend	Oct 22, 2026	$1.25
ORCL	Pay Day	Oct 23, 2026	$0.50
CVS	Ex-Dividend	Oct 23, 2026	$0.67
SYY	Pay Day	Oct 23, 2026	$0.55
PFE	Ex-Dividend	Oct 24, 2026	$0.43
PG	Ex-Dividend	Oct 24, 2026	$1.09
COST	Ex-Dividend	Oct 24, 2026	$1.47
GE	Pay Day	Oct 26, 2026	$0.47
PM	Pay Day	Oct 26, 2026	$1.47
MC.PA	Ex-Dividend	Oct 28, 2026	$8.60
CMCSA	Pay Day	Oct 28, 2026	$0.33
ITX.MC	Ex-Dividend	Oct 29, 2026	$0.64
STZ	Ex-Dividend	Oct 30, 2026	$1.03
DHR	Pay Day	Oct 30, 2026	$0.40
SYK	Pay Day	Oct 30, 2026	$0.88
O	Ex-Dividend	Oct 30, 2026	$0.27
VLTO	Pay Day	Oct 30, 2026	-$0.13
JPM	Pay Day	Oct 31, 2026	$1.50
T.US	Pay Day	Nov 2, 2026	$0.28
ITX.MC	Pay Day	Nov 2, 2026	$0.64
GIS	Pay Day	Nov 2, 2026	$0.61
DAL	Pay Day	Nov 5, 2026	$0.19
PNC	Pay Day	Nov 5, 2026	$1.70
INTC	Ex-Dividend	Nov 7, 2026	$0.12
WFC	Ex-Dividend	Nov 7, 2026	$0.45
JBHT	Ex-Dividend	Nov 7, 2026	$0.45
MA	Pay Day	Nov 9, 2026	$0.87
DE	Pay Day	Nov 9, 2026	$1.62
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
NUE	Pay Day	Nov 10, 2026	$0.56
V	Ex-Dividend	Nov 11, 2026	$0.67
CLX	Ex-Dividend	Nov 12, 2026	$1.24
CL	Pay Day	Nov 13, 2026	$0.53
ACN	Pay Day	Nov 13, 2026	$1.63
GD	Pay Day	Nov 13, 2026	$1.59
RTX	Ex-Dividend	Nov 14, 2026	$0.73
SBUX	Ex-Dividend	Nov 14, 2026	$0.62
HON	Ex-Dividend	Nov 14, 2026	$1.19
SHEL	Ex-Dividend	Nov 14, 2026	$0.78
KR	Ex-Dividend	Nov 14, 2026	$0.35
EMR	Ex-Dividend	Nov 14, 2026	$0.56
LLY	Ex-Dividend	Nov 14, 2026	$1.73
MCO	Ex-Dividend	Nov 14, 2026	$1.03
ENB	Ex-Dividend	Nov 14, 2026	$0.71
ABBV	Pay Day	Nov 16, 2026	$1.73
HRL	Pay Day	Nov 16, 2026	$0.29
XOM	Ex-Dividend	Nov 17, 2026	$1.03
SO	Ex-Dividend	Nov 17, 2026	$0.76
PSX	Ex-Dividend	Nov 18, 2026	$1.27
CVX.US	Ex-Dividend	Nov 19, 2026	$1.78
AFL	Ex-Dividend	Nov 19, 2026	$0.61
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
WMT	Ex-Dividend	Nov 21, 2026	$0.25
AMGN	Ex-Dividend	Nov 21, 2026	$2.52
SHW	Ex-Dividend	Nov 21, 2026	$0.80
MMM	Ex-Dividend	Nov 24, 2026	$0.78
JNJ	Ex-Dividend	Nov 25, 2026	$1.34
WHR	Ex-Dividend	Nov 27, 2026	$0.90
NEE	Ex-Dividend	Nov 28, 2026	$0.62
MCD	Ex-Dividend	Dec 1, 2026	$1.86
NKE	Ex-Dividend	Dec 1, 2026	$0.41
LMT	Ex-Dividend	Dec 1, 2026	$3.45
UNP	Ex-Dividend	Dec 1, 2026	$1.38
HD	Ex-Dividend	Dec 3, 2026	$2.33
LUV	Ex-Dividend	Dec 3, 2026	$0.18
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
BAC	Ex-Dividend	Dec 4, 2026	$0.28
PEP	Ex-Dividend	Dec 4, 2026	$1.48
KMB	Ex-Dividend	Dec 4, 2026	$1.28
GPC	Ex-Dividend	Dec 4, 2026	$1.06
D	Ex-Dividend	Dec 4, 2026	$0.67
KHC	Ex-Dividend	Dec 4, 2026	$0.40
WDC	Ex-Dividend	Dec 8, 2026	$0.15
SWK	Ex-Dividend	Dec 8, 2026	$0.83
BLK	Ex-Dividend	Dec 8, 2026	$5.73
HPQ	Ex-Dividend	Dec 9, 2026	$0.30
YUM	Ex-Dividend	Dec 9, 2026	$0.75
SPG	Ex-Dividend	Dec 9, 2026	$2.25
TRV	Ex-Dividend	Dec 10, 2026	$1.25
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
BKNG	Ex-Dividend	Dec 11, 2026	$0.42
WM	Ex-Dividend	Dec 11, 2026	$0.94
ADP	Ex-Dividend	Dec 11, 2026	$1.70
UNH	Ex-Dividend	Dec 14, 2026	$2.21
FDX	Ex-Dividend	Dec 14, 2026	$1.45
KO	Ex-Dividend	Dec 15, 2026	$0.53
MRK	Ex-Dividend	Dec 15, 2026	$0.85
HOG	Ex-Dividend	Dec 15, 2026	$0.19
MO	Ex-Dividend	Dec 15, 2026	$1.06
ECL	Ex-Dividend	Dec 15, 2026	$0.73
DPZ	Ex-Dividend	Dec 15, 2026	$1.99
PSA	Ex-Dividend	Dec 15, 2026	$3.00
GEV	Ex-Dividend	Dec 16, 2026	-$0.50
META	Ex-Dividend	Dec 21, 2026	$0.53
MDT.US	Ex-Dividend	Dec 25, 2026	$0.71
DIS	Ex-Dividend	Dec 30, 2026	$0.75
DE	Ex-Dividend	Dec 30, 2026	$1.62
MDLZ	Ex-Dividend	Dec 30, 2026	$0.50
USB	Ex-Dividend	Dec 30, 2026	$0.52
NUE	Ex-Dividend	Dec 30, 2026	$0.56
DHR	Ex-Dividend	Dec 30, 2026	$0.40
ITW	Ex-Dividend	Dec 30, 2026	$1.61
SYK	Ex-Dividend	Dec 30, 2026	$0.88
VLTO	Ex-Dividend	Dec 30, 2026	-$0.13
CAH	Ex-Dividend	Jan 1, 2027	$0.52
CSCO	Ex-Dividend	Jan 2, 2027	$0.42
PM	Ex-Dividend	Jan 2, 2027	$1.47
SYY	Ex-Dividend	Jan 2, 2027	$0.55
ROP	Ex-Dividend	Jan 2, 2027	$0.91
GE	Ex-Dividend	Jan 5, 2027	$0.47
JPM	Ex-Dividend	Jan 6, 2027	$1.50
CMCSA	Ex-Dividend	Jan 7, 2027	$0.33
T.US	Ex-Dividend	Jan 9, 2027	$0.28
MA	Ex-Dividend	Jan 9, 2027	$0.87
ORCL	Ex-Dividend	Jan 9, 2027	$0.50
GD	Ex-Dividend	Jan 9, 2027	$1.59
ACN	Ex-Dividend	Jan 13, 2027	$1.63
GIS	Ex-Dividend	Jan 13, 2027	$0.61
HRL	Ex-Dividend	Jan 13, 2027	$0.29
PNC	Ex-Dividend	Jan 14, 2027	$1.70
ABBV	Ex-Dividend	Jan 15, 2027	$1.73
DAL	Ex-Dividend	Jan 15, 2027	$0.19
CAT	Ex-Dividend	Jan 20, 2027	$1.51
CL	Ex-Dividend	Jan 20, 2027	$0.53
AZN	Ex-Dividend	Feb 7, 2027	$0.52
SONY	Ex-Dividend	Mar 30, 2027	$0.07
MBG.DE	Ex-Dividend	Apr 17, 2027	$4.06
BAYN.DE	Ex-Dividend	Apr 27, 2027	$0.13
HEN3.DE	Ex-Dividend	Apr 28, 2027	$0.00
CON.DE	Ex-Dividend	May 4, 2027	$3.13
ADS.DE	Ex-Dividend	May 8, 2027	$3.29
RNO.PA	Ex-Dividend	May 8, 2027	$2.60
BMW.DE	Ex-Dividend	May 14, 2027	$5.15
FR.PA	Ex-Dividend	May 26, 2027	$0.51
BABA	Ex-Dividend	Jun 11, 2027	$1.05
VOW3.DE	Ex-Dividend	Jun 19, 2027	$6.04

Performance Metrics

Score 2.5/10

Beta

0.65

0.8

1.2

Sharpe Ratio

-0.39

-1

0.5

1.5

Sortino Ratio

-0.42

-1

Jensen's Alpha

-23.68

-24

4.5

Omega Ratio

0.34

1.5

2.5

Treynor Ratio

-2.48

-3

0.75

1.25

Information Ratio

-0.62

-1

0.3

0.6

Calmar Ratio

-0.35

-1

0.3

0.6

Beta

0.65

0.8

1.2

Sharpe Ratio

-0.39

-1

0.5

1.5

Sortino Ratio

-0.42

-1

Jensen's Alpha

-23.68

-24

4.5

Omega Ratio

0.34

1.5

2.5

Treynor Ratio

-2.48

-3

0.75

1.25

Information Ratio

-0.62

-1

0.3

0.6

Calmar Ratio

-0.35

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.06

High:

GPC

505.77

Low:

SONY

-100.68

Details

PEG Ratio

1.66

High:

BLK

19.51

Low:

STZ

0.02

Details

Price/Book

10.85

High:

291.13

Low:

HPQ

-309.01

Details

Price/Sales

6.88

High:

NVDA

19.15

Low:

VOW3.DE

0.11

Details

Price/CF

23.91

High:

TSLA

79.69

Low:

CHTR

1.05

Details

Price/FCF

44.28

High:

NEE

2,356.18

Low:

FR.PA

2.29

Details

P/E Ratio

29.06

High:

GPC

505.77

Low:

SONY

-100.68

Details

PEG Ratio

1.66

High:

BLK

19.51

Low:

STZ

0.02

Details

Price/Book

10.85

High:

291.13

Low:

HPQ

-309.01

Details

Price/Sales

6.88

High:

NVDA

19.15

Low:

VOW3.DE

0.11

Details

Price/CF

23.91

High:

TSLA

79.69

Low:

CHTR

1.05

Details

Price/FCF

44.28

High:

NEE

2,356.18

Low:

FR.PA

2.29

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-97.82%	Aug 2017	-	111