Founder-Led's Factsheet • March 31, 2026
MARCH
-4.67%
YEAR TO DATE
-18.93%
1 YEAR
+5.66%
ALL TIME
+14%
ANNUALIZED RETURN
+8.63%
TRACK RECORD
1.5 years
About Founder-Led
Founder-led companies are those where the business’s founder is currently the CEO or holds a significant leadership position, such as President or Executive Chairperson.
Because they are led by their original creators, these businesses often embody a unique combination of ambition, entrepreneurialism, and tenacity. Paired with passion and vision, these qualities can drive innovation and growth, ultimately leading to strong returns for investors over time.
eToro’s Founder-Led Smart Portfolio provides a diversified selection of companies where founders remain actively involved in management, ensuring continuity in leadership and strategic direction.
The minimum investment amount for this portfolio is $500.
Because they are led by their original creators, these businesses often embody a unique combination of ambition, entrepreneurialism, and tenacity. Paired with passion and vision, these qualities can drive innovation and growth, ultimately leading to strong returns for investors over time.
eToro’s Founder-Led Smart Portfolio provides a diversified selection of companies where founders remain actively involved in management, ensuring continuity in leadership and strategic direction.
The minimum investment amount for this portfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
260
Assets Under Copy
$300K-$1M
Risk Score
6
Type
Smart Portfolio
Copiers
260
Assets Under Copy
$300K-$1M
Risk Score
6
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.59% | Nov 2025 | - | 5 |
-12.65% | Feb 2025 | May 2025 | 3 |
-6.12% | Dec 2024 | Jan 2025 | 1 |
Performance Metrics
Score 2.8/10
Beta
1.84
1.84
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-4.82
-4.82
-5
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.84
1.84
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-4.82
-4.82
-5
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.31%
- 💻 Electronic Technology20.33%
- 💰 Finance14.77%
- 🚗 Consumer Durables12.7%
- 🛍️ Retail Trade7.35%
- 🪨 Non Energy Minerals5.05%
- 🏥 Health Services3.87%
- 💇♀️ Consumer Services3.06%
- 💵 Cash0.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.57%
- 🇺🇸 NYSE32.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.37%
- 🇨🇳 China9.87%
- 🇮🇱 Israel4.7%
- 🇭🇰 Hong Kong4.49%
Dividends
Dividend Yield
0.07%
2 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FUTU (1.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FUTU | 0.07% | 1.55% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results