Richard Shane
#419 out of 1697 analysts
JP Morgan
Automatically Tracked
Analyst ratings are aggregated from multiple third-party sources and may be inaccurate, incomplete, or outdated. All ratings remain the sole responsibility of their original providers. Rankings are based on the 3-year performance of a simulated $100,000 account trading on analyst ratings data.
Gain and growth charts are calculated per selected timeframe:
20.05%
Gain +0.11%
Monthly
-0.29%
Yearly
-3.45%
Drawdown
42.41%
$87,752.79
Equity
Holdings
$70,082.1
Cash
$17,670.7
Investment
$75,576.25
-$30,106.16
Profit +$94.69
Realized
-$24,612.01
Unrealized
-$5,494.15
Dividends
$26,147.42
$17,670.7
Cash
Deposits
$117,858.95
Withdrawals
$0
Commissions
$0
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.11%
Profit
$94.69
Win %
41%
This Week
Compared To Last Week
Gain
0.25%
Profit
$216.66
Win %
41%
This Month
Compared to last month
Gain
0.4%
Profit
$345.28
Win %
51%
This Year
Compared to last year
Gain
6.43%
Profit
$5,302.19
Win %
56%
AGNC AGNC Investment Corp.
+4.04%
+$175.02 
NLY Annaly Capital Management, Inc.
+2.79%
+$124.62 
COF Capital One Financial Corporation
+2.59%
+$117.67 
NMIH NMI Holdings Inc.
+2.09%
+$95.56 
BXSL Blackstone Secured Lending Fund
+1.39%
+$61.35 
ARCC Ares Capital Corporation
+0.79%
+$35.73 
AXP American Express Company
+0.37%
+$15.94 
SLRC SLR Investment Corp.
+0.31%
-$13.92 
KREF KKR Real Estate Finance Trust Inc.
+0.14%
-$6.26 
BXMT Blackstone Mortgage Trust Inc
+0.12%
+$5.35 Events
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Dividends
Dividend Analysis
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| Trades 317 | Longs Won 108/216 50% | Profit Factor 0.47 |
| Profitability | Shorts Won 63/101 62% | Standard Deviation $2,285.37 |
| Average Win $292.99 | Best Trade (Jan 26) $8,780.91 | Sharpe Ratio -198.24 |
| Average Loss -$728.46 | Worst Trade (Jun 13) -$26,390.65 | Z-Score -7.13 (100%) |
| Commissions $0 | Avg. Trade Length 5m | Expectancy -$94.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 120 | 108 | 96 | 84 | 72 | 60 | 48 | 36 | 24 | 12 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGNC AGNC Investment Corp. | 407.02 | $4,427.78 | $4,505.76 | - | $77.98 | 1.76% | +4.041% |
| ARCC Ares Capital Corporation | 238.23 | $4,501.36 | $4,535.84 | - | $34.48 | 0.77% | +0.794% |
| AXP American Express Company | 12.85 | $4,562.49 | $4,326.23 | - | -$236.26 | -5.18% | +0.37% |
| BXMT Blackstone Mortgage Trust Inc | 267.38 | $4,566.81 | $4,449.16 | - | -$117.65 | -2.58% | +0.12% |
| BXSL Blackstone Secured Lending Fund | 191.72 | $4,526.99 | $4,470.95 | - | -$56.04 | -1.24% | +1.391% |
| COF Capital One Financial Corporation | 21.95 | $4,541.05 | $4,662.96 | - | $121.91 | 2.68% | +2.589% |
| KREF KKR Real Estate Finance Trust Inc. | -626.45 | $4,566.81 | $4,591.87 | - | -$25.06 | -0.55% | +0.137% |
| NLY Annaly Capital Management, Inc. | 197.8 | $4,551.42 | $4,589 | - | $37.58 | 0.83% | +2.791% |
| NMIH NMI Holdings Inc. | 106.18 | $4,219.6 | $4,666.62 | - | $447.02 | 10.59% | +2.091% |
 RWT Redwood Trust Inc. | 727.63 | $3,725.47 | $3,398.03 | - | -$327.44 | -8.79% | -5.466% |
 SLM SLM Corporation | -180.22 | $4,551.76 | $4,539.78 | - | $11.98 | 0.26% | -0.905% |
| SLRC SLR Investment Corp. | -348.08 | $4,556.11 | $4,514.6 | - | $41.51 | 0.91% | +0.309% |
 TRTX Tpg Re Finance Trust Inc. | 521.92 | $4,434.06 | $4,457.21 | - | $23.15 | 0.52% | -0.234% |
 TWO Two Harbors Investment Corp. | -377.73 | $4,501.49 | $4,570.59 | - | -$69.1 | -1.54% | -0.165% |
 WHF WhiteHorse Finance, Inc. | 1,216.79 | $13,343.05 | $7,884.82 | - | -$5,458.23 | -40.91% | -0.917% |
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