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+6.74%
This Month
+8.02%
Year To Date
+49.16%
2 Years
+67.38%
5 Years
+145.21%
10 Years
+17.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance17.02%
- 💻 Electronic Technology13.61%
- ⚡ Utilities11.52%
- 🖥️ Technology Services8.86%
- 👥 Copy Trading8.26%
- 🪨 Non Energy Minerals6.75%
- 🍞 Consumer Non Durables6.73%
- 🧬 Health Technology4.38%
- 🪙 Cryptocurrencies3.45%
- 🛍️ Retail Trade3.41%
- 🚗 Consumer Durables3%
- 📦 Distribution Services2.78%
- 🛠️ Producer Manufacturing2.38%
- ⛏️ Energy Minerals2.26%
- 📡 Communications1.83%
- 🏭 Industrial Services1.51%
- 🧪 Process Industries1.43%
- 🏥 Health Services0.56%
- 💵 Cash0.22%
- 💇♀️ Consumer Services0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68.48%
- 🇺🇸 Nasdaq25.19%
- 🌍 Digital Currency3.45%
- 🇫🇷 Euronext Paris1.42%
- 🇬🇧 LSE0.74%
- 🇩🇪 FRA0.33%
- 🇪🇸 Bolsa De Madrid0.09%
- 🇭🇰 Hong Kong Exchanges0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.91%
- 🇬🇧 United Kingdom3.99%
- 🇧🇷 Brazil1.78%
- 🇹🇼 Taiwan1.43%
- 🇫🇷 France1.42%
- 🇯🇵 Japan0.75%
- 🇨🇳 China0.69%
- 🇰🇷 South Korea0.61%
- 🇩🇪 Germany0.33%
- 🇨🇦 Canada0.17%
- 🇪🇸 Spain0.09%
- 🇷🇺 Russia0.07%
- 🇮🇪 Ireland0.07%
- 🇳🇱 Netherlands0%
Dividends
Dividend Yield
2.22%
104 out of 125 instruments pay dividend.
55 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DonFan | 0.15% | 1.82% | - |
 VALE | 0.13% | 7.16% | $1.33 |
 O | 0.11% | 4.98% | $3.09 |
 BTI | 0.09% | 5.8% | $2.92 |
 MO | 0.06% | 6.51% | $3.92 |
 PRU | 0.05% | 5.34% | $5.1 |
 OGZDL.L | 0.05% | 67.74% | - |
 SHEL | 0.05% | 3.29% | $2.7 |
 KO | 0.05% | 2.73% | $1.89 |
 OHI | 0.05% | 5.76% | $2.68 |
 AGNC | 0.04% | 13.38% | $1.44 |
 PFE | 0.04% | 6.24% | $1.66 |
 ORA.PA | 0.04% | 4.24% | $0.72 |
 SPG | 0.03% | 4.17% | $7.75 |
 RIO | 0.03% | 4% | $4.34 |
 JPM | 0.03% | 1.86% | $4.4 |
 ABBV | 0.03% | 3.3% | $6.06 |
 MRK | 0.03% | 2.84% | $3.04 |
 WPC | 0.03% | 4.96% | $3.67 |
 FCPT | 0.03% | 5.68% | $1.38 |
 SO | 0.03% | 3.16% | $2.82 |
 STAG | 0.02% | 3.77% | $1.47 |
 STLD | 0.02% | 0.98% | $1.77 |
 VST | 0.02% | 0.56% | $0.85 |
 VZ | 0.02% | 5.94% | $2.66 |
 SAN.PA | 0.02% | 5.03% | $3.76 |
 RDN | 0.02% | 2.9% | $0.94 |
 KMI | 0.02% | 3.66% | $1.14 |
 NRG | 0.02% | 1.14% | $1.57 |
 PSX | 0.02% | 3.14% | $4.3 |
 UNM | 0.02% | 2.27% | $1.46 |
 AEP | 0.02% | 2.82% | $3.47 |
 MMM | 0.02% | 1.96% | $5.21 |
 ED | 0.02% | 3.14% | $3.28 |
 PEG | 0.02% | 3.18% | $2.34 |
 BG | 0.02% | 2.39% | $2.7 |
 AFL | 0.02% | 2.08% | $1.84 |
 BK | 0.02% | 1.53% | $1.68 |
 CCI | 0.02% | 4.93% | $6.26 |
 PEP | 0.02% | 3.63% | $5.15 |
 NUE | 0.02% | 1.1% | $2.13 |
 LMT | 0.02% | 2.32% | $12.45 |
 DLR | 0.02% | 2.39% | $4.88 |
 CAG | 0.02% | 9.43% | $1.4 |
 RTX | 0.02% | 1.39% | $2.44 |
 CAH | 0.02% | 0.97% | $2.01 |
 T | 0.02% | 4.24% | $1.11 |
 PPL | 0.02% | 2.86% | $1 |
 DTE | 0.02% | 3.12% | $4.01 |
 MS | 0.02% | 2.06% | $3.4 |
 HMC | 0.02% | 4.43% | $0.65 |
 ADM | 0.02% | 3% | $1.9 |
 ADP | 0.02% | 3.08% | $5.45 |
 KMB | 0.02% | 5.13% | $4.8 |
 HII | 0.02% | 1.4% | $5.14 |
 NOC | 0.01% | 1.41% | $7.67 |
 NEE | 0.01% | 2.52% | $1.97 |
 ALL | 0.01% | 1.92% | $3.62 |
 CMI | 0.01% | 1.23% | $6.72 |
 ORI | 0.01% | 2.79% | $1.02 |
 TSN | 0.01% | 3.19% | $1.96 |
 KHC | 0.01% | 7.21% | $1.6 |
 WM | 0.01% | 1.53% | $2.9 |
 STX.US | 0.01% | 0.54% | $2.8 |
 CLX | 0.01% | 4.81% | $4.8 |
 GILD | 0.01% | 2.35% | $3.04 |
 WKC | 0.01% | 3.39% | $0.62 |
 UNH | 0.01% | 2.72% | $7.74 |
 EVRG | 0.01% | 3.37% | $2.54 |
 EMR | 0.01% | 1.49% | $2.1 |
 SPB | 0.01% | 2.2% | $1.68 |
 LEG | 0.01% | 1.67% | $1.43 |
 ATO | 0.01% | 2.01% | $3.16 |
 GD | 0.01% | 1.83% | $5.48 |
 CVS | 0.01% | 3.48% | $2.54 |
 GOOG | 0.01% | 0.25% | $0.2 |
 FAF | 0.01% | 3.3% | $2.12 |
 BMY | 0.01% | 4.25% | $2.34 |
 KR | 0.01% | 2.07% | $1.16 |
 CSCO | 0.01% | 1.88% | $1.58 |
 TSM | 0.01% | 0.62% | $1.74 |
 TM | 0.01% | 2.62% | $4.64 |
 JNJ | 0.01% | 2.25% | $4.81 |
 ABT | 0.01% | 2.55% | $2.16 |
 PG | 0.01% | 2.85% | $3.83 |
 CL | 0.01% | 2.49% | $1.96 |
 HD | 0.01% | 2.65% | $8.52 |
 SWK | 0.01% | 4.43% | $3.24 |
 MPT | 0.01% | 6.48% | $0.6 |
 META | 0.01% | 0.31% | $1 |
 DHI | 0.01% | 1.11% | $1.15 |
 WMT | 0.01% | 0.77% | $0.81 |
 COST | 0.01% | 0.51% | $19.22 |
 PHM | 0% | 0.76% | $0.76 |
 SNX.US | 0% | 0.85% | $1.5 |
 SMSN.L | 0% | 0.58% | $23.68 |
 AAPL | 0% | 0.38% | $0.97 |
 JD.US | 0% | 3.12% | $0.74 |
 BABA | 0% | 0.73% | $0.98 |
 SOLS | 0% | -0.09% | - |
 GEHC | 0% | -0.19% | $-0.12 |
 VSNT | 0% | -0.92% | - |
 VLTO | 0% | -0.53% | $-0.27 |
 GEV | 0% | -0.15% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Ex-Dividend | Apr 23, 2026 | $0.67 |
CVS (DonFan) | Ex-Dividend | Apr 23, 2026 | $0.67 |
PG | Ex-Dividend | Apr 24, 2026 | $1.09 |
UNM | Ex-Dividend | Apr 24, 2026 | $0.46 |
PG (DonFan) | Ex-Dividend | Apr 24, 2026 | $1.09 |
 ORCL (DonFan) | Pay Day | Apr 24, 2026 | $0.50 |
 DHR (DonFan) | Pay Day | Apr 24, 2026 | $0.40 |
BK | Ex-Dividend | Apr 27, 2026 | $0.53 |
 GE (DonFan) | Pay Day | Apr 27, 2026 | $0.47 |
 MC.PA (DonFan) | Ex-Dividend | Apr 28, 2026 | $8.60 |
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
SNX.US | Pay Day | Apr 29, 2026 | $0.48 |
 STZ (DonFan) | Ex-Dividend | Apr 29, 2026 | $1.03 |
 ITX.MC (DonFan) | Ex-Dividend | Apr 29, 2026 | $1.02 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
AGNC | Ex-Dividend | Apr 30, 2026 | $0.12 |
 MOMO | Pay Day | Apr 30, 2026 | $0.28 |
MO | Pay Day | Apr 30, 2026 | $1.06 |
CAG | Ex-Dividend | Apr 30, 2026 | $0.35 |
MS | Ex-Dividend | Apr 30, 2026 | $1.00 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
VLTO | Pay Day | Apr 30, 2026 | -$0.13 |
JPM (DonFan) | Pay Day | Apr 30, 2026 | $1.50 |
 CON.DE (DonFan) | Ex-Dividend | Apr 30, 2026 | $3.13 |
MC.PA (DonFan) | Pay Day | Apr 30, 2026 | $8.60 |
MO (DonFan) | Pay Day | Apr 30, 2026 | $1.06 |
 SYK (DonFan) | Pay Day | Apr 30, 2026 | $0.88 |
O (DonFan) | Ex-Dividend | Apr 30, 2026 | $0.27 |
VLTO (DonFan) | Pay Day | Apr 30, 2026 | -$0.13 |
T | Pay Day | May 1, 2026 | $0.28 |
VZ | Pay Day | May 1, 2026 | $0.71 |
COST | Ex-Dividend | May 1, 2026 | $1.47 |
BMY | Pay Day | May 1, 2026 | $0.63 |
T (DonFan) | Pay Day | May 1, 2026 | $0.28 |
COST (DonFan) | Ex-Dividend | May 1, 2026 | $1.47 |
 GIS (DonFan) | Pay Day | May 1, 2026 | $0.61 |
CVS | Pay Day | May 4, 2026 | $0.67 |
ITX.MC (DonFan) | Pay Day | May 4, 2026 | $1.02 |
CVS (DonFan) | Pay Day | May 4, 2026 | $0.67 |
SAN.PA | Ex-Dividend | May 5, 2026 | $4.84 |
CON.DE (DonFan) | Pay Day | May 5, 2026 | $3.13 |
 PNC (DonFan) | Pay Day | May 5, 2026 | $1.70 |
 LOW (DonFan) | Pay Day | May 6, 2026 | $1.20 |
SAN.PA | Pay Day | May 7, 2026 | $4.84 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
GD | Pay Day | May 8, 2026 | $1.59 |
BK | Pay Day | May 8, 2026 | $0.53 |
CLX | Pay Day | May 8, 2026 | $1.24 |
WMT (DonFan) | Ex-Dividend | May 8, 2026 | $0.25 |
 MA (DonFan) | Pay Day | May 8, 2026 | $0.87 |
 RNO.PA (DonFan) | Ex-Dividend | May 8, 2026 | $2.60 |
 DE (DonFan) | Pay Day | May 8, 2026 | $1.62 |
GD (DonFan) | Pay Day | May 8, 2026 | $1.59 |
CLX (DonFan) | Pay Day | May 8, 2026 | $1.24 |
AGNC | Pay Day | May 11, 2026 | $0.12 |
NUE | Pay Day | May 11, 2026 | $0.56 |
NUE (DonFan) | Pay Day | May 11, 2026 | $0.56 |
RNO.PA (DonFan) | Pay Day | May 12, 2026 | $2.60 |
ED | Ex-Dividend | May 13, 2026 | $0.89 |
STZ (DonFan) | Pay Day | May 14, 2026 | $1.03 |
PG | Pay Day | May 15, 2026 | $1.09 |
CL | Pay Day | May 15, 2026 | $0.53 |
ABBV | Pay Day | May 15, 2026 | $1.73 |
COST | Pay Day | May 15, 2026 | $1.47 |
KR | Ex-Dividend | May 15, 2026 | $0.35 |
ABT | Pay Day | May 15, 2026 | $0.63 |
UNM | Pay Day | May 15, 2026 | $0.46 |
MS | Pay Day | May 15, 2026 | $1.00 |
GEHC | Pay Day | May 15, 2026 | -$0.04 |
O | Pay Day | May 15, 2026 | $0.27 |
PG (DonFan) | Pay Day | May 15, 2026 | $1.09 |
CL (DonFan) | Pay Day | May 15, 2026 | $0.53 |
 SBUX (DonFan) | Ex-Dividend | May 15, 2026 | $0.62 |
 AMGN (DonFan) | Ex-Dividend | May 15, 2026 | $2.52 |
 ACN (DonFan) | Pay Day | May 15, 2026 | $1.63 |
ABBV (DonFan) | Pay Day | May 15, 2026 | $1.73 |
COST (DonFan) | Pay Day | May 15, 2026 | $1.47 |
KR (DonFan) | Ex-Dividend | May 15, 2026 | $0.35 |
 HRL (DonFan) | Pay Day | May 15, 2026 | $0.29 |
O (DonFan) | Pay Day | May 15, 2026 | $0.27 |
PSX | Ex-Dividend | May 18, 2026 | $1.27 |
PSX (DonFan) | Ex-Dividend | May 18, 2026 | $1.27 |
 CAT (DonFan) | Pay Day | May 19, 2026 | $1.51 |
 MSFT (DonFan) | Ex-Dividend | May 21, 2026 | $0.91 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
WMT | Pay Day | May 26, 2026 | $0.25 |
JNJ (DonFan) | Ex-Dividend | May 26, 2026 | $1.34 |
WMT (DonFan) | Pay Day | May 26, 2026 | $0.25 |
 FR.PA (DonFan) | Ex-Dividend | May 26, 2026 | $0.51 |
FR.PA (DonFan) | Pay Day | May 28, 2026 | $0.51 |
SBUX (DonFan) | Pay Day | May 29, 2026 | $0.62 |
PSX | Pay Day | Jun 1, 2026 | $1.27 |
KR | Pay Day | Jun 1, 2026 | $0.35 |
TSN | Ex-Dividend | Jun 1, 2026 | $0.51 |
PSX (DonFan) | Pay Day | Jun 1, 2026 | $1.27 |
KR (DonFan) | Pay Day | Jun 1, 2026 | $0.35 |
CAG | Pay Day | Jun 3, 2026 | $0.35 |
AMGN (DonFan) | Pay Day | Jun 5, 2026 | $2.52 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (DonFan) | Pay Day | Jun 9, 2026 | $1.34 |
 TRV (DonFan) | Ex-Dividend | Jun 10, 2026 | $1.25 |
ORA.PA | Ex-Dividend | Jun 11, 2026 | $0.53 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (DonFan) | Pay Day | Jun 11, 2026 | $0.91 |
ADP | Ex-Dividend | Jun 12, 2026 | $1.70 |
ADP (DonFan) | Ex-Dividend | Jun 12, 2026 | $1.70 |
ORA.PA | Pay Day | Jun 15, 2026 | $0.53 |
TSN | Pay Day | Jun 15, 2026 | $0.51 |
ED | Pay Day | Jun 15, 2026 | $0.89 |
 DIS (DonFan) | Ex-Dividend | Jun 30, 2026 | $0.75 |
TRV (DonFan) | Pay Day | Jun 30, 2026 | $1.25 |
ADP | Pay Day | Jul 1, 2026 | $1.70 |
ADP (DonFan) | Pay Day | Jul 1, 2026 | $1.70 |
 SYY (DonFan) | Ex-Dividend | Jul 2, 2026 | $0.55 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
BTI | Ex-Dividend | Jul 10, 2026 | $0.83 |
DIS (DonFan) | Pay Day | Jul 22, 2026 | $0.75 |
SYY (DonFan) | Pay Day | Jul 24, 2026 | $0.55 |
BTI | Pay Day | Aug 19, 2026 | $0.83 |
Performance Metrics
Score 6.4/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
2.64
2.64
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
2.64
2.64
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.27
High:
PLTR
231.34PLTRLow:
INTC
-836.39INTCDetails
PEG Ratio
160.46
High:WPC
3,366.62WPCLow:INTC
-851.7INTCDetails
Price/Book
6.24
High:CL
1,273.15CLLow:ABBV
-112.66ABBVDetails
Price/Sales
4.7
High:PLTR
84.18PLTRLow:
BIGGQ
-BIGGQDetails
Price/CF
18.49
High:PLTR
214.31PLTRLow:
LUMN
1.63LUMNDetails
Price/FCF
44.6
High:NUE
5,649.81NUELow:SPB
5.49SPBDetails
P/E Ratio
29.27
High:PLTR
231.34PLTRLow:INTC
-836.39INTCDetails
PEG Ratio
160.46
High:WPC
3,366.62WPCLow:INTC
-851.7INTCDetails
Price/Book
6.24
High:CL
1,273.15CLLow:ABBV
-112.66ABBVDetails
Price/Sales
4.7
High:PLTR
84.18PLTRLow:BIGGQ
-BIGGQDetails
Price/CF
18.49
High:PLTR
214.31PLTRLow:LUMN
1.63LUMNDetails
Price/FCF
44.6
High:NUE
5,649.81NUELow:SPB
5.49SPBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.56% | Jan 2022 | Dec 2023 | 23 |
-8.15% | Mar 2020 | Apr 2020 | 1 |
-6.5% | Sep 2020 | Nov 2020 | 2 |
-6.2% | Dec 2024 | Jun 2025 | 6 |
-5.83% | Sep 2021 | Dec 2021 | 3 |
-5.77% | Mar 2026 | Apr 2026 | 1 |
-4.23% | Apr 2024 | Jul 2024 | 3 |
-1.83% | Oct 2024 | Nov 2024 | 1 |
-1.19% | Jun 2021 | Jul 2021 | 1 |
-1.09% | Dec 2025 | Jan 2026 | 1 |
-0.77% | Jan 2024 | Feb 2024 | 1 |