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+0.64%
This Month
+15.23%
Year To Date
+26.62%
2 Years
+26.62%
5 Years
+26.62%
10 Years
+20.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading99.98%
- 🧪 Process Industries0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.53%
- 🇺🇸 Nasdaq32.08%
- 🇩🇪 FRA4.33%
- 🇫🇷 Euronext Paris1.87%
- 🇪🇸 Bolsa De Madrid1.14%
- 🇭🇰 Hong Kong Exchanges0.97%
- 🇬🇧 LSE0.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.08%
- 🇩🇪 Germany4.33%
- 🇫🇷 France1.87%
- 🇬🇧 United Kingdom1.7%
- 🇨🇳 China1.43%
- 🇪🇸 Spain1.14%
- 🇮🇪 Ireland1.1%
- 🇯🇵 Japan0.58%
- 🇨🇦 Canada0.39%
Dividends
Dividend Yield
1.87%
1 out of 2 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: DonFan (1.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DonFan | 1.87% | 1.87% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ (DonFan) | Pay Day | Dec 9, 2025 | $1.30 |
 MSFT (DonFan) | Pay Day | Dec 11, 2025 | $0.91 |
 WMT (DonFan) | Ex-Dividend | Dec 12, 2025 | $0.24 |
 DPZ (DonFan) | Ex-Dividend | Dec 15, 2025 | $1.74 |
DPZ (DonFan) | Pay Day | Dec 26, 2025 | $1.74 |
 LMT (DonFan) | Pay Day | Dec 30, 2025 | $3.45 |
WMT (DonFan) | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 5.4/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.24
1.24
0
0.5
1
2
2
Sortino Ratio
2.04
2.04
0
1
2
3
3
Jensen's Alpha
-0.92
-0.92
-2
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
-1.07
-1.07
-2
0.3
0.6
1
1
Calmar Ratio
3.01
3.01
0
0.3
0.6
4
4
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.24
1.24
0
0.5
1
2
2
Sortino Ratio
2.04
2.04
0
1
2
3
3
Jensen's Alpha
-0.92
-0.92
-2
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
-1.07
-1.07
-2
0.3
0.6
1
1
Calmar Ratio
3.01
3.01
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
2.32
High:
SOLS
2.32SOLSLow:SOLS
2.32SOLSDetails
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
2.32
High:SOLS
2.32SOLSLow:SOLS
2.32SOLSDetails
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.19% | Mar 2025 | Jun 2025 | 3 |
-3.35% | Dec 2024 | Feb 2025 | 2 |
-1.33% | Oct 2024 | Nov 2024 | 1 |