Marshall Investment Management LLC Portfolio
Invests via MARSHALL INVESTMENT MANAGEMENT, LLC | Managed by Lindsay Marie Rider
Invests via MARSHALL INVESTMENT MANAGEMENT, LLC
Managed by Lindsay Marie Rider
Automatically Tracked
Company Profile
Privately held investment manager specializing in alternative credit and structured products, MARSHALL INVESTMENT MANAGEMENT, LLC operates as a boutique fiduciary to institutional and high-net-worth clients. The firm focuses on secondary market fixed income, mortgage-backed securities, and tailored liability-driven strategies, emphasizing credit research and risk-adjusted yield enhancement. Capital deployment targets opportunistic and relative-value pockets across US mortgage and asset-backed markets, supporting portfolio customization, trading liquidity, and balance-sheet optimization for pension, insurance, and foundation investors.
Privately held investment manager specializing in alternative credit and structured products, MARSHALL INVESTMENT MANAGEMENT, LLC operates as a boutique fiduciary to institutional and high-net-worth clients. The firm focuses on secondary market fixed income, mortgage-backed securities, and tailored liability-driven strategies, emphasizing credit research and risk-adjusted yield enhancement. Capital deployment targets opportunistic and relative-value pockets across US mortgage and asset-backed markets, supporting portfolio customization, trading liquidity, and balance-sheet optimization for pension, insurance, and foundation investors.
Investment Philosophy & Strategy
Specializes in opportunistic fixed-income solutions that prioritize downside protection and durable income generation. The firm blends deep credit research with relative-value trading to extract alpha across mortgage-backed, asset-backed and other structured credit markets, emphasizing secondary-market liquidity and bespoke liability-driven overlays. Capital allocation is pragmatic and nimble—favoring asymmetric risk-reward, short- to medium-duration positioning, active hedging, and customized mandates for institutional and high-net-worth clients to optimize yield, capital efficiency and balance-sheet outcomes.
Specializes in opportunistic fixed-income solutions that prioritize downside protection and durable income generation. The firm blends deep credit research with relative-value trading to extract alpha across mortgage-backed, asset-backed and other structured credit markets, emphasizing secondary-market liquidity and bespoke liability-driven overlays. Capital allocation is pragmatic and nimble—favoring asymmetric risk-reward, short- to medium-duration positioning, active hedging, and customized mandates for institutional and high-net-worth clients to optimize yield, capital efficiency and balance-sheet outcomes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
14.34%
Gain 0%
Monthly
0.77%
Yearly
9.67%
Drawdown
17.4%
$230.18M
Equity
Holdings
$230.18M
Investment
$203.95M
$28.92M
Profit +$3,963.03
Realized
$1.57M
Unrealized
$27.35M
Dividends
$2.61M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.003%
Profit
$3,963.03
Win %
77%
This Week
Compared To Last Week
Gain
0.002%
Profit
$3,963.03
Win %
77%
This Month
Compared to last month
Gain
-1.04%
Profit
-$2.43M
Win %
77%
This Year
Compared to last year
Gain
0.53%
Profit
$3.88M
Win %
76%
COHR Coherent Corp.
+5.9%
+$214.5 
AMD Advanced Micro Devices, Inc.
+4.73%
+$2,913.12 
ANET Arista Networks, Inc.
+4.37%
+$246.24 
CMP Compass Minerals International Inc.
+4.14%
+$218.75 
CCL Carnival Corporation Ltd.
+3.77%
+$881.92 
LITE Lumentum Holdings Inc.
+3.59%
+$1,118.95 
LPLA LPL Financial Holdings Inc.
+3.58%
+$51.1 
SMR NuScale Power Corporation
+3.34%
+$0.96 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+3.27%
+$606.06 
REMX VanEck Rare Earth and Strategic Metals ETF
+2.73%
+$1,107.44 
AUR Aurora Innovation, Inc.
+2.68%
+$108.64 
GS The Goldman Sachs Group, Inc.
+2.62%
+$6,858.83 
NDAQ Nasdaq, Inc.
+2.58%
+$2,204.16 
VZ Verizon Communications Inc.
+2.49%
+$82,315.35 
STRL Sterling Infrastructure, Inc.
+2.44%
+$429.24 
BKH Black Hills Corporation
+2.4%
+$1,615.08 
JPM JPMorgan Chase & Co.
+2.31%
+$118,521.55 
USB U.S. Bancorp
+2.27%
+$3,293.34 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
+2.24%
+$276.75 
VMC Vulcan Materials Company
+2.24%
+$4,421.12 
RCL Royal Caribbean Group
+2.23%
+$642 
CMCSA Comcast Corp
+2.21%
+$50.88 
PICK iShares MSCI Global Metals & Mining Producers ETF
+2.04%
+$739.7 
LIT GLOBAL X LITHIUM & BATTERY T
+2.02%
+$51,105.39 
PM Philip Morris International Inc.
+1.95%
+$3,441.75 
TGT Target Corporation
+1.95%
+$248.64 
OXY Occidental Petroleum Corporation
+1.93%
+$2,470.63 
DAPP VanEck Digital Transformation ETF
+1.89%
+$191.1 
PRU Prudential Financial, Inc.
+1.87%
+$97.51 
FTRI First Trust Indxx Global Natural Resources Income ETF
+1.86%
+$190.34 
TSLA Tesla, Inc.
+1.82%
+$560.56 
MTB M&T Bank Corporation
+1.78%
+$52.78 
XME SPDR S&P Metals & Mining ETF
+1.77%
+$18,644.89 
CBLL Ceribell, Inc.
+1.76%
+$37.76 
GSBD Goldman Sachs BDC Inc.
+1.76%
+$0.64 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$479.71 
VRT Vertiv Holdings Co
+1.68%
+$119.76 
BAC Bank of America Corporation
+1.56%
+$232.2 
URA Global X Uranium ETF
+1.54%
+$68.31 
SOXQ Invesco PHLX Semiconductor ETF
+1.53%
+$67,299.93 
DAL Delta Air Lines, Inc.
+1.5%
+$178.35 
MGNR American Beacon GLG Natural Resources ETF
+1.49%
+$77 
CVS CVS Health Corporation
+1.47%
+$5,483.4 
FCVT First Trust SSI Strategic Convertible Securities ETF
+1.44%
+$152.66 
CAT Caterpillar Inc.
+1.44%
+$194.1 
MET MetLife Inc.
+1.44%
+$47.88 
COP ConocoPhillips
+1.4%
+$217.08 
RPV Invesco S&P 500 Pure Value ETF
+1.37%
+$152,026.02 
FISV Fiserv, Inc.
+1.36%
+$100.8 
CBSH Commerce Bancshares, Inc.
+1.34%
+$496.54 
QSR Restaurant Brands International Inc.
+1.29%
+$99.75 
APD Air Products and Chemicals, Inc.
+1.26%
+$70 
XSMO Invesco S&P SmallCap Momentum ETF
+1.22%
+$28,248.48 
DVY iShares Select Dividend ETF
+1.19%
+$684.48 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$92 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$1,784.25 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$62,866 
VSNT Versant Media Group, Inc.
+1.1%
+$1.32 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$1,913.75 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$553.44 
FMDE Fidelity Enhanced Mid Cap ETF
+1.08%
+$915.47 
JNJ Johnson & Johnson
+1.07%
+$25,260.3 
SHE SPDR MSCI USA Gender Diversity ETF
+1.06%
+$768.82 
RDVI FT Vest Rising Dividend Achievers Fund
+1.06%
+$6,864.3 
DELL Dell Technologies Inc.
+1.05%
+$90.64 
V Visa Inc. Class A
+1.05%
+$3,126.26 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$25,636.58 
AVSC Avantis U.S. Small Cap Equity ETF
+1.01%
+$99.4 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
+1%
+$127,229.16 
IWD iShares Russell 1000 Value ETF
+0.98%
+$646.25 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$1.38 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.97%
+$23,524.48 
XMMO Invesco S&P MidCap Momentum ETF
+0.96%
+$35.64 
PCG PG&E Corporation
+0.95%
+$4.8 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$17,110.8 
FELV Fidelity Enhanced Large Cap Value ETF
+0.94%
+$62,337.23 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.93%
+$719.52 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$464 
FTAG First Trust Indxx Global Agriculture ETF
+0.92%
+$6.76 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.91%
+$28,598.2 
FV First Trust Dorsey Wright Focus 5 ETF
+0.91%
+$29,756.24 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$234.22 
BRF VanEck Brazil Small-Cap ETF
+0.88%
+$25.2 
IWM iShares Russell 2000 ETF
+0.87%
+$414.02 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$1,730.53 
ARKW ARK Next Generation Internet ETF
+0.87%
+$15,918.59 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$451.47 
EIX Edison International
+0.84%
+$100.65 
NLR VanEck Uranium and Nuclear ETF
+0.83%
+$15,786.3 
JHMM John Hancock Multifactor Mid Cap ETF
+0.83%
+$8,432.03 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$37,209.18 
EMLP First Trust North American Energy Infrastructure Fund
+0.79%
+$2,315.74 
EIPX FT Energy Income Partners Strategy ETF
+0.79%
+$12,645.85 
ELF Elf Beauty Inc.
+0.78%
+$3.76 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$866.25 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$52.2 
XLE Energy Select Sector SPDR Fund
+0.75%
+$377.97 
FNV Franco-Nevada Corporation
+0.75%
+$127.1 
FIW First Trust Water ETF
+0.74%
+$5,189.34 
SBUX Starbucks Corporation
+0.74%
+$156.56 
MO Altria Group, Inc.
+0.74%
+$330.72 
KMB Kimberly-Clark Corporation
+0.74%
+$130.5 
UNH UnitedHealth Group Incorporated
+0.73%
+$80.19 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$19,763.1 
HD The Home Depot, Inc.
+0.73%
+$238 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$292.3 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.72%
+$896.28 
IMTM iShares MSCI International Momentum Factor ETF
+0.71%
+$71.44 
MA Mastercard Incorporated
+0.71%
+$159.62 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$69,265.74 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$298.29 
KHC The Kraft Heinz Company
+0.7%
+$62.9 
VB Vanguard Small-Cap ETF
+0.7%
+$636.54 
GRPM Invesco S&P MidCap 400 GARP ETF
+0.69%
+$13.5 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$923.52 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$612.78 
XNTK SPDR NYSE Technology ETF
+0.69%
+$308.66 
FYC First Trust Small Cap Growth Fund
+0.69%
+$20.25 
COST Costco Wholesale Corporation
+0.68%
+$666 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.68%
+$13,408.72 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$31,880.23 
VOOV Vanguard S&P 500 Value ETF
+0.68%
+$3,778.44 
MPLX MPLX LP
+0.67%
+$4,078.16 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$244.47 
FTQI First Trust Nasdaq BuyWrite Fund
+0.64%
+$3,705.24 
KIE SPDR S&P Insurance ETF
+0.64%
+$804.01 
PHO Invesco Water Resources ETF
+0.63%
+$317.52 
DUK Duke Energy Corporation
+0.63%
+$20,613.84 
S SentinelOne Inc.
+0.61%
+$9.18 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$308.06 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$10,002.33 
AEP American Electric Power Company, Inc.
+0.58%
+$112.5 
DFIV Dimensional International Value ETF
+0.58%
+$56.64 
CGCV Capital Group Conservative Equity ETF
+0.56%
+$167.4 
IVV iShares Core S&P 500 ETF
+0.55%
+$1,047.05 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.55%
+$2,402.66 
GH Guardant Health Inc.
+0.55%
+$345.6 
VOO Vanguard S&P 500 ETF
+0.55%
+$8,883.43 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.54%
+$610.53 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$736.2 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$10,808.88 
KBWP Invesco KBW Property & Casualty Fund
+0.54%
+$55.25 
GOOGL Alphabet Inc
+0.53%
+$469.86 
RPAR Rpar Risk Parity ETF
+0.51%
+$71.3 
FRDM Freedom 100 Emerging Markets ETF
+0.49%
+$634.9 
MMS Maximus Inc.
+0.48%
+$4.8 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$124.32 
IYY iShares Dow Jones U.S. ETF
+0.47%
+$80.64 
NSA National Storage Affiliates Trust
+0.46%
+$73.29 
NET Cloudflare Inc.
+0.46%
+$31.2 
GOOG Alphabet Inc
+0.45%
+$26,059.2 
WMT Walmart Inc.
+0.45%
+$16,279.41 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$62.08 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$31.2 
CNEQ Alger Concentrated Equity ETF
+0.41%
+$326.88 
FLBR Franklin FTSE Brazil ETF
+0.41%
+$12.78 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.4%
+$11.75 
FTCS First Trust Capital Strength ETF
+0.39%
+$8,948.45 
PSJ Invesco Dynamic Software ETF
+0.39%
+$66.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$10 
DUHP Dimensional US High Profitability ETF
+0.37%
+$86.1 
SFLR Innovator Equity Managed Floor ETF
+0.34%
+$69.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,025.76 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.33%
+$31.96 
WEC WEC Energy Group Inc.
+0.33%
+$1,657.97 
AMGN Amgen Inc.
+0.32%
+$8,873.85 
CDNS Cadence Design Systems, Inc.
+0.32%
+$10.98 
DRI Darden Restaurants, Inc.
+0.3%
+$31.5 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.29%
+$714.84 
XOM Exxon Mobil Corporation
+0.28%
+$555.53 
DNP DNP Select Income Fund Inc.
+0.28%
+$48 
PTY PIMCO Corporate & Income Opportunity Fund
+0.26%
+$141.99 
FFLG Fidelity Fund Large Cap Growth ETF
+0.25%
+$17,726.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$0.44 
ARKK ARK Innovation ETF Fund
+0.25%
+$522.88 
JRS Nuveen Real Estate Income Fund
+0.23%
+$21.32 
BP BP p.l.c. Sponsored ADR
+0.23%
+$13.6 
JGRO JPMorgan Active Growth ETF
+0.23%
+$1,223.64 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.23%
+$63 
VUG Vanguard Growth ETF
+0.18%
+$1,115.1 
DIHP Dimensional International High Profitability Portfolio
+0.17%
+$16.98 
BNDX Vanguard Total International Bond ETF
+0.17%
+$28.56 
NVDA NVIDIA Corporation
+0.16%
+$8,558.72 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$540.24 
USMC Principal U.S. Mega-Cap ETF
+0.12%
+$106.75 
KO The Coca-Cola Company
+0.11%
+$181.17 
MSFT Microsoft Corp.
+0.1%
+$8,079.4 
OUNZ VanEck Merk Gold Trust
+0.07%
+$0.03 
CL Colgate-Palmolive Company
+0.07%
+$0.24 
FTHF First Trust Emerging Markets Human Flourishing ETF
+0.07%
+$3,460.16 
CB Chubb Limited
+0.06%
+$7.14 
GLD SPDR Gold Shares
+0.06%
+$10,350.78 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$6.26 
PANW Palo Alto Networks, Inc.
+0.03%
+$12.87 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$22.01 
ORCL Oracle Corporation
+0.02%
+$12.84 
MCD McDonald's Corporation
+0.01%
+$4.2 
FLXR TCW Flexible Income ETF
+0.01%
+$507.64 
CRAK VANECK OIL REFINERS ETF
+0.01%
+$2.44 
VCRB Vanguard Core Bond ETF
0%
+$1.07 
BSV Vanguard Short-Term Bond ETF
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
LAC
0%
$0 
MFSB
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
TM Toyota Motor Corporation
0%
$0 
ADBE Adobe Inc.
-6.75%
-$147.8 
NMAX Newsmax Inc.
-6.51%
-$11.97 
SERV Serve Robotics Inc.
-6.32%
-$127.84 
CRDO Credo Technology Group Holding Ltd.
-5.27%
-$1,185.75 
IRDM Iridium Communications Inc.
-5.19%
-$1,377.88 
CQP Cheniere Energy Partners L.P.
-3.81%
-$635 
TEM Tempus AI, Inc.
-3.57%
-$77.88 
LULU lululemon athletica inc.
-2.52%
-$3.07 
LLY Eli Lilly and Company
-2.41%
-$110,234.6 
PLTR Palantir Technologies Inc.
-2.36%
-$2,975.67 
JOBY Joby Aviation, Inc.
-2.24%
-$21 
MISL First Trust Indxx Aerospace & Defense ETF
-2.19%
-$23,584.92 
GTLB GitLab Inc.
-2.15%
-$97.6 
ARKX ARK Space & Defense Innovation ETF
-1.95%
-$25,336.72 
XAR SPDR S&P Aerospace & Defense ETF
-1.55%
-$44,239.88 
AAPL Apple Inc.
-1.52%
-$87,592.5 
LMT Lockheed Martin Corporation
-1.52%
-$7,030.67 
MU Micron Technology, Inc.
-1.43%
-$8,941.03 
MRK Merck & Co., Inc.
-1.42%
-$928.53 
MELI MercadoLibre, Inc.
-1.27%
-$306 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$72,276 
ELMD Electromed Inc.
-1.25%
-$188 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.24%
-$3,525.92 
AMZN Amazon.com Inc
-1.23%
-$95,320.56 
BA Boeing Company
-1.16%
-$477.3 
NFLX Netflix, Inc.
-1.14%
-$9.3 
UBER Uber Technologies, Inc.
-1.01%
-$10.5 
AXON Axon Enterprise, Inc.
-1%
-$35.76 
DUOL Duolingo, Inc.
-0.98%
-$25.52 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$630 
IBM International Business Machines Corporation
-0.95%
-$232.29 
AVGO Broadcom Inc.
-0.91%
-$3,227 
NOW ServiceNow, Inc.
-0.9%
-$13.95 
EHC Encompass Health Corporation
-0.89%
-$0.91 
ANGX Angel Studios, Inc.
-0.69%
-$1 
ARKQ Ark Autonomous Technology & Robotics ETF
-0.64%
-$805.94 
CSCO Cisco Systems, Inc.
-0.6%
-$1,343.93 
MDLZ Mondelez International, Inc.
-0.58%
-$159.47 
SYY Sysco Corporation
-0.56%
-$526.5 
ARKG ARK Genomic Revolution ETF
-0.54%
-$249.66 
UPS United Parcel Service, Inc.
-0.51%
-$462 
BWA BorgWarner Inc.
-0.45%
-$8.5 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$47.94 
RBLX Roblox Corporation
-0.41%
-$74.52 
RTX RTX Corporation
-0.37%
-$927.53 
BHF Brighthouse Financial Inc.
-0.33%
-$0.63 
DIS The Walt Disney Company
-0.3%
-$15 
META Meta Platforms Inc Class A
-0.26%
-$595.95 
SHEL Shell plc
-0.22%
-$23.94 
FTXH First Trust NASDAQ Pharmaceuticals ETF
-0.21%
-$3,482.86 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$3,390.15 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$25.76 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$427.1 
FMHI First Trust Municipal High Income Fund
-0.13%
-$22.18 
LOW Lowe's Companies Inc.
-0.12%
-$30.51 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$42.84 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.1%
-$3,168.2 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.1%
-$2.7 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$13.57 
TOL Toll Brothers Inc
-0.07%
-$17.05 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.07%
-$58.32 
MTBA Simplify MBS ETF
-0.06%
-$2.82 
HYXF iShares ESG Advanced High Yield Fund
-0.05%
-$139.78 
FTSL First Trust Senior Loan ETF
-0.04%
-$2.86 
FMB First Trust Managed Municipal Fund
-0.04%
-$18.54 
TSCO Tractor Supply Company
-0.03%
-$0.3 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.02%
-$7.51 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$7.19 Events
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Dividends
Dividend Analysis
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No Data
| Trades 807 | Longs Won 423/807 52% | Profit Factor 3.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $213,982.8 |
| Average Win $94,123.42 | Best Trade (Jun 14) $2.34M | Sharpe Ratio -10.12 |
| Average Loss -$28,217.12 | Worst Trade (Jun 14) -$1.66M | Z-Score 0.7 (51.74%) |
| Commissions $0 | Avg. Trade Length 4m 2w 5d | Expectancy $35,836.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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