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-3.23%
Today
-3.23%
This Month
-4.11%
Year To Date
+5.37%
2 Years
+5.37%
5 Years
+9.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading99.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.84%
- 🇺🇸 Nasdaq27.95%
- 🇩🇪 FRA4.89%
- 🇫🇷 Euronext Paris2.24%
- 🇭🇰 Hong Kong Exchanges1.36%
- 🇬🇧 LSE0.97%
- 🇪🇸 Bolsa De Madrid0.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85%
- 🇩🇪 Germany4.89%
- 🇫🇷 France2.24%
- 🇬🇧 United Kingdom2.15%
- 🇨🇳 China1.85%
- 🇮🇪 Ireland1%
- 🇪🇸 Spain0.8%
- 🇯🇵 Japan0.64%
- 🇨🇦 Canada0.48%
Dividends
Dividend Yield
2.23%
1 out of 1 instruments pay dividend.
26 dividend payments in the next 30 days.
Highest Dividend: DonFan (2.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DonFan | 2.23% | 2.25% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (DonFan) | Ex-Dividend | Apr 4 | $1.40 |
 SYY (DonFan) | Ex-Dividend | Apr 4 | $0.51 |
 ROP (DonFan) | Ex-Dividend | Apr 4 | $0.82 |
 MRK (DonFan) | Pay Day | Apr 7 | $0.81 |
 MA (DonFan) | Ex-Dividend | Apr 9 | $0.76 |
 T (DonFan) | Ex-Dividend | Apr 10 | $0.28 |
 ORCL (DonFan) | Ex-Dividend | Apr 10 | $0.50 |
 ACN (DonFan) | Ex-Dividend | Apr 10 | $1.48 |
 PM (DonFan) | Pay Day | Apr 10 | $1.35 |
 GIS (DonFan) | Ex-Dividend | Apr 10 | $0.60 |
 ITW (DonFan) | Pay Day | Apr 10 | $1.50 |
 GD (DonFan) | Ex-Dividend | Apr 11 | $1.50 |
 MDLZ (DonFan) | Pay Day | Apr 14 | $0.47 |
 HRL (DonFan) | Ex-Dividend | Apr 14 | $0.29 |
 ABBV (DonFan) | Ex-Dividend | Apr 15 | $1.64 |
 CAH (DonFan) | Pay Day | Apr 15 | $0.51 |
 USB (DonFan) | Pay Day | Apr 15 | $0.50 |
 ECL (DonFan) | Pay Day | Apr 15 | $0.65 |
 LEG (DonFan) | Pay Day | Apr 15 | $0.05 |
 O (DonFan) | Pay Day | Apr 15 | $0.27 |
 CL (DonFan) | Ex-Dividend | Apr 17 | $0.52 |
 CVS (DonFan) | Ex-Dividend | Apr 22 | $0.66 |
ROP (DonFan) | Pay Day | Apr 22 | $0.82 |
 CSCO (DonFan) | Pay Day | Apr 23 | $0.41 |
ORCL (DonFan) | Pay Day | Apr 23 | $0.50 |
 CMCSA (DonFan) | Pay Day | Apr 23 | $0.33 |
 LOW (DonFan) | Ex-Dividend | Apr 23 | $1.15 |
 CLX (DonFan) | Ex-Dividend | Apr 23 | $1.22 |
 GE (DonFan) | Pay Day | Apr 25 | $0.36 |
SYY (DonFan) | Pay Day | Apr 25 | $0.51 |
 DHR (DonFan) | Pay Day | Apr 25 | $0.32 |
 BAYN.DE (DonFan) | Ex-Dividend | Apr 28 | $0.12 |
 CON.DE (DonFan) | Ex-Dividend | Apr 28 | $2.63 |
 ITX.MC (DonFan) | Ex-Dividend | Apr 29 | $0.92 |
JPM (DonFan) | Pay Day | Apr 30 | $1.40 |
BAYN.DE (DonFan) | Pay Day | Apr 30 | $0.12 |
CON.DE (DonFan) | Pay Day | Apr 30 | $2.63 |
 MO (DonFan) | Pay Day | Apr 30 | $1.02 |
 SYK (DonFan) | Pay Day | Apr 30 | $0.84 |
 VLTO (DonFan) | Pay Day | Apr 30 | $0.11 |
T (DonFan) | Pay Day | May 1 | $0.28 |
CVS (DonFan) | Pay Day | May 1 | $0.66 |
GIS (DonFan) | Pay Day | May 1 | $0.60 |
ITX.MC (DonFan) | Pay Day | May 2 | $0.92 |
LOW (DonFan) | Pay Day | May 7 | $1.15 |
 RNO.PA (DonFan) | Ex-Dividend | May 8 | $2.30 |
 DE (DonFan) | Pay Day | May 8 | $1.62 |
 WMT (DonFan) | Ex-Dividend | May 9 | $0.24 |
MA (DonFan) | Pay Day | May 9 | $0.76 |
GD (DonFan) | Pay Day | May 9 | $1.50 |
CLX (DonFan) | Pay Day | May 9 | $1.22 |
RNO.PA (DonFan) | Pay Day | May 12 | $2.30 |
 NUE (DonFan) | Pay Day | May 12 | $0.55 |
 MSFT (DonFan) | Ex-Dividend | May 15 | $0.83 |
CL (DonFan) | Pay Day | May 15 | $0.52 |
ACN (DonFan) | Pay Day | May 15 | $1.48 |
ABBV (DonFan) | Pay Day | May 15 | $1.64 |
 KR (DonFan) | Ex-Dividend | May 15 | $0.32 |
HRL (DonFan) | Pay Day | May 15 | $0.29 |
 SBUX (DonFan) | Ex-Dividend | May 16 | $0.61 |
 AMGN (DonFan) | Ex-Dividend | May 16 | $2.38 |
 FR.PA (DonFan) | Ex-Dividend | May 26 | $0.45 |
WMT (DonFan) | Pay Day | May 27 | $0.24 |
FR.PA (DonFan) | Pay Day | May 28 | $0.45 |
SBUX (DonFan) | Pay Day | May 30 | $0.61 |
KR (DonFan) | Pay Day | Jun 1 | $0.32 |
AMGN (DonFan) | Pay Day | Jun 6 | $2.38 |
MSFT (DonFan) | Pay Day | Jun 12 | $0.83 |
 DIS (DonFan) | Ex-Dividend | Jun 24 | $0.50 |
DIS (DonFan) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.2/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-0.56
-0.56
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
2.07
2.07
0
0.3
0.6
3
3
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-0.56
-0.56
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
2.07
2.07
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.7% | Mar 2025 | - | 1 |
-3.35% | Dec 2024 | Feb 2025 | 2 |
-1.33% | Oct 2024 | Nov 2024 | 1 |