📊 DON Index Portfolio Dashboard
Real-time portfolio tracking with DON Index rebalancing recommendations
🏆 GOLDEN RULE:
Sell only if profit > 1%, no exceptions!
Portfolio Value
IDR 90,557,500
Total Market Value
Total P&L
-IDR 30,064,940
-33.20%
Positions
64
Stocks in Portfolio
vs Reference
-IDR 30,064,940
-24.92%
🔄 Rebalancing Recommendations
62
Positions to Sell
2
Positions to Buy
0
Positions to Hold
IDR 85.99M
Net Turnover
🏆 DON Index v2.0 - 25 Constituents
Methodology v2.0:
60% Fundamental + 30% Technical + 10% Multi-bagger | Universe: 139 stocks
🔥 Multi-bagger (1)
🛡️ Core (15)
🚀 Growth (5)
⚖️ Sector (4)
Rank
Code
Category
Composite
Fund (60%)
Tech (30%)
Multi (10%)
Weight
🔄 Refresh DON Index
▶️ Run Analysis (Fresh Prices)
❌ Sell Recommendations
Code
Action
Lot
Price
Sell Value
P&L
Reason
✅ Buy Recommendations (Max 3 Stocks, ~IDR 2M Budget)
💡 Budget Optimization:
Limited to 2-3 stocks per portfolio, quantities rounded to lots (100 shares)
Code
Action
Lot
Price
Buy Value
DON Score
Reason
📋 Rebalancing Strategy
Strategy:
Sell if not in DON Index or overweight, buy from biggest underweight proportionally
SELL_ALL:
Stock NOT in DON Index (regardless of profit)
SELL_PARTIAL:
Overweight vs DON Index weight by >2%
BUY:
Underweight by >2%, buy proportionally from sell proceeds
HOLD:
Within ±2% of target weight