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+2.03%
This Month
+12.04%
Year To Date
+41.18%
2 Years
+61.93%
5 Years
+133.85%
10 Years
+16.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables23.39%
- 💰 Finance22.85%
- 💵 Cash19.67%
- ⛏️ Energy Minerals13.74%
- 🏭 Industrial Services7.47%
- 📡 Communications4.8%
- 🖥️ Technology Services2.76%
- 🧬 Health Technology2.19%
- 👥 Copy Trading1.52%
- 🚗 Consumer Durables1.51%
- 🛠️ Producer Manufacturing0.9%
- ⚡ Utilities0.86%
- 🛍️ Retail Trade0.82%
- 💻 Electronic Technology0.81%
- 🪙 Cryptocurrencies0.47%
- 🧪 Process Industries0.45%
- 🏥 Health Services0.28%
- 💼 Commercial Services0.25%
- 💇♀️ Consumer Services0.23%
- 🚚 Transportation0.14%
- 📦 Distribution Services0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE73.55%
- 🇺🇸 Nasdaq7.57%
- 🇫🇷 Euronext Paris2.64%
- 🇬🇧 LSE0.65%
- 🇩🇪 FRA0.55%
- 🌍 Digital Currency0.47%
- 🇪🇸 Bolsa De Madrid0.01%
- 🇭🇰 Hong Kong Exchanges0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.06%
- 🇨🇦 Canada7.47%
- 🇬🇧 United Kingdom3.98%
- 🇫🇷 France2.64%
- 🇩🇪 Germany0.55%
- 🇺🇾 Uruguay0.12%
- 🇨🇳 China0.09%
- 🇷🇺 Russia0.03%
- 🇮🇪 Ireland0.02%
- 🇪🇸 Spain0.01%
- 🇯🇵 Japan0.01%
Dividends
Dividend Yield
3.45%
92 out of 102 instruments pay dividend.
63 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MO | 0.44% | 5.74% | $3.92 |
 ENB | 0.35% | 4.72% | $2.66 |
 PM | 0.34% | 3.05% | $5.2 |
 XOM | 0.34% | 2.63% | $3.76 |
 O | 0.29% | 5.21% | $3.09 |
 MAIN | 0.19% | 6.25% | $2.85 |
 AGNC | 0.18% | 14.1% | $1.44 |
 T.US | 0.17% | 4.39% | $1.11 |
 BTI | 0.16% | 5.06% | $2.92 |
 IRM | 0.1% | 2.67% | $2.6 |
 CS.PA | 0.09% | 5.78% | $1.98 |
 NLY | 0.07% | 13.05% | $2.6 |
 WPC | 0.06% | 4.91% | $3.67 |
 MPT | 0.06% | 6.69% | $0.6 |
 SPG | 0.06% | 4.31% | $7.75 |
 ABBV | 0.05% | 3.12% | $6.06 |
 OHI | 0.04% | 5.6% | $2.68 |
 VICI | 0.04% | 6.25% | $1.66 |
 ORA.PA | 0.03% | 4.12% | $0.72 |
 D | 0.03% | 3.95% | $2.67 |
 DonFan | 0.03% | 1.79% | - |
 OGZDL.L | 0.02% | 67.74% | - |
 PFE | 0.02% | 6.64% | $1.66 |
 BP.L | 0.02% | 4.52% | $0.23 |
 CCI | 0.02% | 4.65% | $6.26 |
 KHC | 0.01% | 6.73% | $1.6 |
 MMM | 0.01% | 1.98% | $5.21 |
 UPS | 0.01% | 6.49% | $6.5 |
 GIS | 0.01% | 7.24% | $2.36 |
 BAS.DE | 0.01% | 4.36% | $3.4 |
 HRL | 0.01% | 5.5% | $1.12 |
 RNO.PA | 0.01% | 7.9% | $1.85 |
 CVS | 0.01% | 2.85% | $2.54 |
 PSX | 0.01% | 2.78% | $4.3 |
 ULVR.L | 0.01% | 3.98% | $1.47 |
 KMB | 0.01% | 5.12% | $4.8 |
 LI.PA | 0.01% | 5.47% | $1.8 |
 MBG.DE | 0.01% | 6.98% | $5.3 |
 UNH | 0.01% | 2.28% | $7.74 |
 SIRI | 0.01% | 3.74% | $0.1 |
 DLR | 0.01% | 2.54% | $4.88 |
 HAS | 0.01% | 3.18% | $2.8 |
 KEY | 0.01% | 3.8% | $0.82 |
 BMW.DE | 0% | 5.91% | $6 |
 KO | 0% | 2.55% | $1.89 |
 SO | 0% | 3.15% | $2.82 |
 NNN | 0% | 5.33% | $2.26 |
 META | 0% | 0.34% | $1 |
 SWK | 0% | 4.34% | $3.24 |
 FMC | 0% | 6.25% | $2.32 |
 USB | 0% | 3.76% | $1.94 |
 HPQ | 0% | 4.71% | $1.1 |
 CLX | 0% | 5.22% | $4.8 |
 LEG | 0% | 2% | $1.43 |
 WHR | 0% | 10.43% | $7 |
 CMCSA | 0% | 5.24% | $1.2 |
 TGT | 0% | 3.63% | $4.42 |
 VOD | 0% | 3.41% | $0.94 |
 CC.US | 0% | 1.64% | $1 |
 JNJ | 0% | 2.24% | $4.81 |
 TROW | 0% | 4.97% | $4.92 |
 GOOG | 0% | 0.22% | $0.2 |
 DVN | 0% | 2.2% | $2.05 |
 MSFT | 0% | 0.85% | $3 |
 PEP | 0% | 3.82% | $5.15 |
 SHEL | 0% | 3.45% | $2.7 |
 RTX | 0% | 1.56% | $2.44 |
 CSCO | 0% | 1.38% | $1.58 |
 VOW3.DE | 0% | 5.86% | $9.06 |
 CON.DE | 0% | 4.08% | $2.2 |
 KR | 0% | 2.08% | $1.16 |
 FR.PA | 0% | 3.48% | $0.4 |
 WFC | 0% | 2.36% | $1.4 |
 CAT | 0% | 0.69% | $5.31 |
 LOW | 0% | 2.23% | $4.45 |
 PG | 0% | 2.95% | $3.83 |
 SYY | 0% | 2.84% | $2.01 |
 MC.PA | 0% | 2.75% | $13 |
 BC | 0% | 2.15% | $1.64 |
 AAPL | 0% | 0.34% | $0.97 |
 CL | 0% | 2.31% | $1.96 |
 BAC | 0% | 2.16% | $0.96 |
 AVGO | 0% | 0.6% | $19.7 |
 HOG | 0% | 3.1% | $0.68 |
 SPGI | 0% | 0.92% | $3.62 |
 CRM | 0% | 0.94% | $0.4 |
 V | 0% | 0.79% | $2.01 |
 GM | 0% | 0.84% | $0.42 |
 MA | 0% | 0.65% | $2.46 |
 BABA | 0% | 0.79% | $0.98 |
 BAYN.DE | 0% | 0.29% | $0.11 |
 NVDA | 0% | 0.13% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
FR.PA | Ex-Dividend | May 26, 2026 | $0.51 |
JNJ (DonFan) | Ex-Dividend | May 26, 2026 | $1.34 |
FR.PA (DonFan) | Ex-Dividend | May 26, 2026 | $0.51 |
SIRI | Pay Day | May 27, 2026 | $0.27 |
 YUM (DonFan) | Ex-Dividend | May 27, 2026 | $0.75 |
FR.PA | Pay Day | May 28, 2026 | $0.51 |
FR.PA (DonFan) | Pay Day | May 28, 2026 | $0.51 |
AGNC | Ex-Dividend | May 29, 2026 | $0.12 |
D | Ex-Dividend | May 29, 2026 | $0.67 |
SPGI | Ex-Dividend | May 29, 2026 | $0.97 |
O | Ex-Dividend | May 29, 2026 | $0.27 |
 SBUX (DonFan) | Pay Day | May 29, 2026 | $0.62 |
 UNP (DonFan) | Ex-Dividend | May 29, 2026 | $1.38 |
D (DonFan) | Ex-Dividend | May 29, 2026 | $0.67 |
O (DonFan) | Ex-Dividend | May 29, 2026 | $0.27 |
V | Pay Day | Jun 1, 2026 | $0.67 |
PSX | Pay Day | Jun 1, 2026 | $1.27 |
TGT | Pay Day | Jun 1, 2026 | $1.14 |
WFC | Pay Day | Jun 1, 2026 | $0.45 |
KR | Pay Day | Jun 1, 2026 | $0.35 |
HAS | Ex-Dividend | Jun 1, 2026 | $0.70 |
ENB | Pay Day | Jun 1, 2026 | $0.71 |
 NKE (DonFan) | Ex-Dividend | Jun 1, 2026 | $0.41 |
V (DonFan) | Pay Day | Jun 1, 2026 | $0.67 |
 LMT (DonFan) | Ex-Dividend | Jun 1, 2026 | $3.45 |
PSX (DonFan) | Pay Day | Jun 1, 2026 | $1.27 |
WFC (DonFan) | Pay Day | Jun 1, 2026 | $0.45 |
KR (DonFan) | Pay Day | Jun 1, 2026 | $0.35 |
 AFL (DonFan) | Pay Day | Jun 1, 2026 | $0.61 |
ENB (DonFan) | Pay Day | Jun 1, 2026 | $0.71 |
KEY | Ex-Dividend | Jun 2, 2026 | $0.20 |
 MCD (DonFan) | Ex-Dividend | Jun 2, 2026 | $1.86 |
NVDA | Ex-Dividend | Jun 4, 2026 | $0.25 |
UPS | Pay Day | Jun 4, 2026 | $1.64 |
 HD (DonFan) | Ex-Dividend | Jun 4, 2026 | $2.33 |
NVDA (DonFan) | Ex-Dividend | Jun 4, 2026 | $0.25 |
 DAL (DonFan) | Pay Day | Jun 4, 2026 | $0.19 |
BAC | Ex-Dividend | Jun 5, 2026 | $0.28 |
PEP | Ex-Dividend | Jun 5, 2026 | $1.48 |
GM | Ex-Dividend | Jun 5, 2026 | $0.18 |
KMB | Ex-Dividend | Jun 5, 2026 | $1.28 |
KHC | Ex-Dividend | Jun 5, 2026 | $0.40 |
BAC (DonFan) | Ex-Dividend | Jun 5, 2026 | $0.28 |
PEP (DonFan) | Ex-Dividend | Jun 5, 2026 | $1.48 |
 WDC (DonFan) | Ex-Dividend | Jun 5, 2026 | $0.15 |
 AMGN (DonFan) | Pay Day | Jun 5, 2026 | $2.52 |
 HON (DonFan) | Pay Day | Jun 5, 2026 | $1.19 |
 BKNG (DonFan) | Ex-Dividend | Jun 5, 2026 | $0.42 |
KMB (DonFan) | Ex-Dividend | Jun 5, 2026 | $1.28 |
 NEE (DonFan) | Ex-Dividend | Jun 5, 2026 | $0.62 |
 GPC (DonFan) | Ex-Dividend | Jun 5, 2026 | $1.06 |
 WM (DonFan) | Ex-Dividend | Jun 5, 2026 | $0.94 |
 SHW (DonFan) | Pay Day | Jun 5, 2026 | $0.80 |
 BLK (DonFan) | Ex-Dividend | Jun 5, 2026 | $5.73 |
KHC (DonFan) | Ex-Dividend | Jun 5, 2026 | $0.40 |
 MCO (DonFan) | Pay Day | Jun 5, 2026 | $1.03 |
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
HOG | Ex-Dividend | Jun 8, 2026 | $0.19 |
SO | Pay Day | Jun 8, 2026 | $0.76 |
SWK | Ex-Dividend | Jun 8, 2026 | $0.83 |
MAIN | Ex-Dividend | Jun 8, 2026 | $0.26 |
GOOG (DonFan) | Ex-Dividend | Jun 8, 2026 | $0.22 |
HOG (DonFan) | Ex-Dividend | Jun 8, 2026 | $0.19 |
SO (DonFan) | Pay Day | Jun 8, 2026 | $0.76 |
SWK (DonFan) | Ex-Dividend | Jun 8, 2026 | $0.83 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
AGNC | Pay Day | Jun 9, 2026 | $0.12 |
SPG | Ex-Dividend | Jun 9, 2026 | $2.25 |
JNJ (DonFan) | Pay Day | Jun 9, 2026 | $1.34 |
SPG (DonFan) | Ex-Dividend | Jun 9, 2026 | $2.25 |
HPQ | Ex-Dividend | Jun 10, 2026 | $0.30 |
XOM | Pay Day | Jun 10, 2026 | $1.03 |
SPGI | Pay Day | Jun 10, 2026 | $0.97 |
 CVX.US (DonFan) | Pay Day | Jun 10, 2026 | $1.78 |
HPQ (DonFan) | Ex-Dividend | Jun 10, 2026 | $0.30 |
 TRV (DonFan) | Ex-Dividend | Jun 10, 2026 | $1.25 |
XOM (DonFan) | Pay Day | Jun 10, 2026 | $1.03 |
 EMR (DonFan) | Pay Day | Jun 10, 2026 | $0.56 |
 LLY (DonFan) | Pay Day | Jun 10, 2026 | $1.73 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
RTX | Pay Day | Jun 11, 2026 | $0.73 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
ORA.PA | Ex-Dividend | Jun 11, 2026 | $0.53 |
HAS | Pay Day | Jun 11, 2026 | $0.70 |
MSFT (DonFan) | Pay Day | Jun 11, 2026 | $0.91 |
RTX (DonFan) | Pay Day | Jun 11, 2026 | $0.73 |
BABA (DonFan) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 LUV (DonFan) | Ex-Dividend | Jun 11, 2026 | $0.18 |
MMM | Pay Day | Jun 12, 2026 | $0.78 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
MMM (DonFan) | Pay Day | Jun 12, 2026 | $0.78 |
PFE (DonFan) | Pay Day | Jun 12, 2026 | $0.43 |
YUM (DonFan) | Pay Day | Jun 12, 2026 | $0.75 |
 ADP (DonFan) | Ex-Dividend | Jun 12, 2026 | $1.70 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
ORA.PA | Pay Day | Jun 15, 2026 | $0.53 |
DVN | Ex-Dividend | Jun 15, 2026 | $0.32 |
MO | Ex-Dividend | Jun 15, 2026 | $1.06 |
KEY | Pay Day | Jun 15, 2026 | $0.20 |
BC | Pay Day | Jun 15, 2026 | $0.44 |
TROW | Ex-Dividend | Jun 15, 2026 | $1.30 |
LEG | Ex-Dividend | Jun 15, 2026 | $0.05 |
CCI | Ex-Dividend | Jun 15, 2026 | $1.06 |
DLR | Ex-Dividend | Jun 15, 2026 | $1.22 |
O | Pay Day | Jun 15, 2026 | $0.27 |
MAIN | Pay Day | Jun 15, 2026 | $0.26 |
IRM | Ex-Dividend | Jun 15, 2026 | $0.86 |
GOOG (DonFan) | Pay Day | Jun 15, 2026 | $0.22 |
KO (DonFan) | Ex-Dividend | Jun 15, 2026 | $0.53 |
MO (DonFan) | Ex-Dividend | Jun 15, 2026 | $1.06 |
NEE (DonFan) | Pay Day | Jun 15, 2026 | $0.62 |
LEG (DonFan) | Ex-Dividend | Jun 15, 2026 | $0.05 |
 DPZ (DonFan) | Ex-Dividend | Jun 15, 2026 | $1.99 |
 PSA (DonFan) | Ex-Dividend | Jun 15, 2026 | $3.00 |
O (DonFan) | Pay Day | Jun 15, 2026 | $0.27 |
CC.US | Pay Day | Jun 16, 2026 | $0.09 |
MCD (DonFan) | Pay Day | Jun 16, 2026 | $1.86 |
 ECL (DonFan) | Ex-Dividend | Jun 16, 2026 | $0.73 |
 GEV (DonFan) | Ex-Dividend | Jun 16, 2026 | $0.50 |
WDC (DonFan) | Pay Day | Jun 17, 2026 | $0.15 |
GM | Pay Day | Jun 18, 2026 | $0.18 |
HD (DonFan) | Pay Day | Jun 18, 2026 | $2.33 |
WM (DonFan) | Pay Day | Jun 18, 2026 | $0.94 |
D | Pay Day | Jun 20, 2026 | $0.67 |
D (DonFan) | Pay Day | Jun 20, 2026 | $0.67 |
SWK | Pay Day | Jun 23, 2026 | $0.83 |
SWK (DonFan) | Pay Day | Jun 23, 2026 | $0.83 |
BLK (DonFan) | Pay Day | Jun 23, 2026 | $5.73 |
HOG | Pay Day | Jun 25, 2026 | $0.19 |
HOG (DonFan) | Pay Day | Jun 25, 2026 | $0.19 |
BAC | Pay Day | Jun 26, 2026 | $0.28 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
ULVR.L | Pay Day | Jun 26, 2026 | $0.55 |
KHC | Pay Day | Jun 26, 2026 | $0.40 |
BAC (DonFan) | Pay Day | Jun 26, 2026 | $0.28 |
LMT (DonFan) | Pay Day | Jun 26, 2026 | $3.45 |
NVDA (DonFan) | Pay Day | Jun 26, 2026 | $0.25 |
 DHR (DonFan) | Ex-Dividend | Jun 26, 2026 | $0.40 |
ULVR.L (DonFan) | Pay Day | Jun 26, 2026 | $0.55 |
KHC (DonFan) | Pay Day | Jun 26, 2026 | $0.40 |
SHEL | Pay Day | Jun 29, 2026 | $0.78 |
TROW | Pay Day | Jun 29, 2026 | $1.30 |
SHEL (DonFan) | Pay Day | Jun 29, 2026 | $0.78 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
FMC | Ex-Dividend | Jun 30, 2026 | $0.08 |
DVN | Pay Day | Jun 30, 2026 | $0.32 |
SPG | Pay Day | Jun 30, 2026 | $2.25 |
CCI | Pay Day | Jun 30, 2026 | $1.06 |
DLR | Pay Day | Jun 30, 2026 | $1.22 |
 DIS (DonFan) | Ex-Dividend | Jun 30, 2026 | $0.75 |
TRV (DonFan) | Pay Day | Jun 30, 2026 | $1.25 |
PEP (DonFan) | Pay Day | Jun 30, 2026 | $1.48 |
BKNG (DonFan) | Pay Day | Jun 30, 2026 | $0.42 |
UNP (DonFan) | Pay Day | Jun 30, 2026 | $1.38 |
 MDLZ (DonFan) | Ex-Dividend | Jun 30, 2026 | $0.50 |
 ITW (DonFan) | Ex-Dividend | Jun 30, 2026 | $1.61 |
 SYK (DonFan) | Ex-Dividend | Jun 30, 2026 | $0.88 |
SPG (DonFan) | Pay Day | Jun 30, 2026 | $2.25 |
DPZ (DonFan) | Pay Day | Jun 30, 2026 | $1.99 |
PSA (DonFan) | Pay Day | Jun 30, 2026 | $3.00 |
 VLTO (DonFan) | Ex-Dividend | Jun 30, 2026 | $0.13 |
HPQ | Pay Day | Jul 1, 2026 | $0.30 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
CMCSA | Ex-Dividend | Jul 1, 2026 | $0.33 |
HPQ (DonFan) | Pay Day | Jul 1, 2026 | $0.30 |
KO (DonFan) | Pay Day | Jul 1, 2026 | $0.53 |
NKE (DonFan) | Pay Day | Jul 1, 2026 | $0.41 |
CMCSA (DonFan) | Ex-Dividend | Jul 1, 2026 | $0.33 |
 CAH (DonFan) | Ex-Dividend | Jul 1, 2026 | $0.52 |
ADP (DonFan) | Pay Day | Jul 1, 2026 | $1.70 |
SYY | Ex-Dividend | Jul 2, 2026 | $0.55 |
KMB | Pay Day | Jul 2, 2026 | $1.28 |
SYY (DonFan) | Ex-Dividend | Jul 2, 2026 | $0.55 |
KMB (DonFan) | Pay Day | Jul 2, 2026 | $1.28 |
LUV (DonFan) | Pay Day | Jul 2, 2026 | $0.18 |
GPC (DonFan) | Pay Day | Jul 2, 2026 | $1.06 |
LI.PA | Ex-Dividend | Jul 3, 2026 | $1.12 |
IRM | Pay Day | Jul 3, 2026 | $0.86 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
CSCO (DonFan) | Ex-Dividend | Jul 6, 2026 | $0.42 |
 JPM (DonFan) | Ex-Dividend | Jul 6, 2026 | $1.50 |
LI.PA | Pay Day | Jul 7, 2026 | $1.12 |
 ROP (DonFan) | Ex-Dividend | Jul 8, 2026 | $0.91 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
BTI | Ex-Dividend | Jul 10, 2026 | $0.83 |
MO (DonFan) | Pay Day | Jul 10, 2026 | $1.06 |
ITW (DonFan) | Pay Day | Jul 10, 2026 | $1.61 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
HRL | Ex-Dividend | Jul 13, 2026 | $0.29 |
BABA (DonFan) | Pay Day | Jul 13, 2026 | $1.05 |
HRL (DonFan) | Ex-Dividend | Jul 13, 2026 | $0.29 |
MDLZ (DonFan) | Pay Day | Jul 14, 2026 | $0.50 |
GEV (DonFan) | Pay Day | Jul 14, 2026 | $0.50 |
LEG | Pay Day | Jul 15, 2026 | $0.05 |
CAH (DonFan) | Pay Day | Jul 15, 2026 | $0.52 |
ECL (DonFan) | Pay Day | Jul 15, 2026 | $0.73 |
LEG (DonFan) | Pay Day | Jul 15, 2026 | $0.05 |
FMC | Pay Day | Jul 16, 2026 | $0.08 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
CMCSA | Pay Day | Jul 22, 2026 | $0.33 |
CSCO (DonFan) | Pay Day | Jul 22, 2026 | $0.42 |
DIS (DonFan) | Pay Day | Jul 22, 2026 | $0.75 |
CMCSA (DonFan) | Pay Day | Jul 22, 2026 | $0.33 |
ROP (DonFan) | Pay Day | Jul 22, 2026 | $0.91 |
SYY | Pay Day | Jul 24, 2026 | $0.55 |
SYY (DonFan) | Pay Day | Jul 24, 2026 | $0.55 |
JPM (DonFan) | Pay Day | Jul 31, 2026 | $1.50 |
DHR (DonFan) | Pay Day | Jul 31, 2026 | $0.40 |
SYK (DonFan) | Pay Day | Jul 31, 2026 | $0.88 |
VLTO (DonFan) | Pay Day | Jul 31, 2026 | $0.13 |
HRL | Pay Day | Aug 17, 2026 | $0.29 |
HRL (DonFan) | Pay Day | Aug 17, 2026 | $0.29 |
BTI | Pay Day | Aug 19, 2026 | $0.83 |
 WMT (DonFan) | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (DonFan) | Pay Day | Sep 8, 2026 | $0.25 |
 ITX.MC (DonFan) | Ex-Dividend | Oct 29, 2026 | $0.64 |
ITX.MC (DonFan) | Pay Day | Nov 2, 2026 | $0.64 |
Performance Metrics
Score 6.8/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
5.38
5.38
-2
0
2
6
6
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.98
0.98
0
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
5.38
5.38
-2
0
2
6
6
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.98
0.98
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.82
High:
TSLA
389.19TSLALow:CON.DE
-407.39CON.DEDetails
PEG Ratio
146.23
High:SWK
907.35SWKLow:VOD
-74.42VODDetails
Price/Book
4.74
High:CL
500.03CLLow:CLX
-171.65CLXDetails
Price/Sales
3.51
High:AVGO
29.65AVGOLow:RNO.PA
0.14RNO.PADetails
Price/CF
15.8
High:FMC
164.34FMCLow:FR.PA
1.39FR.PADetails
Price/FCF
70.66
High:BABA
1,196.17BABALow:FR.PA
2.44FR.PADetails
P/E Ratio
25.82
High:TSLA
389.19TSLALow:CON.DE
-407.39CON.DEDetails
PEG Ratio
146.23
High:SWK
907.35SWKLow:VOD
-74.42VODDetails
Price/Book
4.74
High:CL
500.03CLLow:CLX
-171.65CLXDetails
Price/Sales
3.51
High:AVGO
29.65AVGOLow:RNO.PA
0.14RNO.PADetails
Price/CF
15.8
High:FMC
164.34FMCLow:FR.PA
1.39FR.PADetails
Price/FCF
70.66
High:BABA
1,196.17BABALow:FR.PA
2.44FR.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.48% | Jun 2022 | Jan 2023 | 7 |
-9.57% | Feb 2023 | Mar 2024 | 13 |
-7.57% | Mar 2020 | Apr 2020 | 1 |
-5.56% | Nov 2021 | Jan 2022 | 2 |
-5.54% | Sep 2020 | Nov 2020 | 2 |
-4.35% | Dec 2024 | Feb 2025 | 2 |
-3.76% | Oct 2025 | Jan 2026 | 3 |
-3.3% | Sep 2021 | Oct 2021 | 1 |
-2.92% | Mar 2026 | May 2026 | 2 |
-1.81% | Apr 2022 | May 2022 | 1 |
-0.88% | Feb 2022 | Mar 2022 | 1 |
-0.79% | Apr 2024 | May 2024 | 1 |
-0.74% | May 2021 | Aug 2021 | 3 |
-0.33% | Apr 2025 | May 2025 | 1 |
-0.2% | Jan 2021 | Feb 2021 | 1 |
-0.07% | Jun 2024 | Jul 2024 | 1 |