RN
Ron New Portfolio
Invests via Whipplewood Advisors LLC | Managed by Ron New
Invests via Whipplewood Advisors LLC
Managed by Ron New
Automatically Tracked
Seasoned venture investor and technology operator focused on early-stage enterprise software and fintech companies, with experience in scaling product and go-to-market teams for venture-backed startups. Ron New leverages operating background to lead seed and Series A investments, advising founders on product-market fit, sales strategy and capital raises. Portfolio focus: SaaS, embedded finance and developer tools.
Seasoned venture investor and technology operator focused on early-stage enterprise software and fintech companies, with experience in scaling product and go-to-market teams for venture-backed startups. Ron New leverages operating background to lead seed and Series A investments, advising founders on product-market fit, sales strategy and capital raises. Portfolio focus: SaaS, embedded finance and developer tools.
Investment Philosophy & Strategy
Seasoned venture investor and technology operator focused on early-stage enterprise software and fintech companies, with experience in scaling product and go-to-market teams for venture-backed startups. Ron New leverages operating background to lead seed and Series A investments, advising founders on product-market fit, sales strategy and capital raises. Portfolio focus: SaaS, embedded finance and developer tools.
Seasoned venture investor and technology operator focused on early-stage enterprise software and fintech companies, with experience in scaling product and go-to-market teams for venture-backed startups. Ron New leverages operating background to lead seed and Series A investments, advising founders on product-market fit, sales strategy and capital raises. Portfolio focus: SaaS, embedded finance and developer tools.
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:
26.25%
Gain 0%
Monthly
1.17%
Yearly
15.02%
Drawdown
18.21%
$150.83M
Equity
Holdings
$150.83M
Investment
$137.04M
$57.88M
Profit -$46,962.37
Realized
$44.09M
Unrealized
$13.79M
Dividends
$8.83M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
-$46,962.37
Win %
69%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$46,962.37
Win %
69%
This Month
Compared to last month
Gain
2%
Profit
$2.96M
Win %
69%
This Year
Compared to last year
Gain
1.6%
Profit
$2.37M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$31,353.51 
VFL abrdn National Municipal Income Fund
+9.7%
+$25,961 
ETN Eaton Corporation plc
+7.32%
+$537.89 
GOOG Alphabet Inc
+6.88%
+$2,940.16 
GOOGL Alphabet Inc
+6.73%
+$5,684.91 
WY Weyerhaeuser Company
+6.51%
+$44.37 
VRT Vertiv Holdings Co
+6.18%
+$379.89 
COHR Coherent Corp.
+5.55%
+$456.39 
ANET Arista Networks, Inc.
+5.46%
+$559.8 
WHD Cactus Inc.
+4.86%
+$54.18 
SOLS Sollensys Corp
+4.84%
+$2.78 
CBOE Cboe Global Markets Inc.
+4.62%
+$233.07 
APO Apollo Global Management, Inc.
+4.44%
+$53.4 
SNPS Synopsys, Inc.
+4.41%
+$32.86 
LPLA LPL Financial Holdings Inc.
+4.28%
+$217.95 
VVX V2X Inc.
+4.02%
+$83.76 
FTI TechnipFMC plc
+3.98%
+$268.52 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$703.94 
MDB MongoDB Inc.
+3.56%
+$11.6 
FFIV F5 Inc.
+3.56%
+$41.46 
FERG Ferguson Enterprises Inc
+3.52%
+$143.46 
META Meta Platforms Inc Class A
+3.28%
+$1,166.88 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$338.64 
ONTO Onto Innovation Inc.
+3.22%
+$56.42 
LSTR Landstar System Inc.
+3.21%
+$76.02 
ARES Ares Management Corporation
+3.2%
+$34,888.32 
ESI Element Solutions Inc.
+3.12%
+$32.19 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$406.08 
MSFT Microsoft Corp.
+3.02%
+$29,950.36 
HTGC Hercules Capital Inc.
+3.01%
+$40,062.24 
TEAM Atlassian Corporation Class A
+2.95%
+$11.58 
NVDA NVIDIA Corporation
+2.93%
+$3,037.72 
STRL Sterling Infrastructure, Inc.
+2.76%
+$144.36 
BKSY BlackSky Technology Inc.
+2.63%
+$19.47 
NTAP NetApp, Inc.
+2.6%
+$99.44 
MTD Mettler-Toledo International Inc.
+2.58%
+$71.38 
WRBY Warby Parker Inc.
+2.58%
+$30.82 
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF
+2.51%
+$368.65 
EVR Evercore Inc.
+2.46%
+$53.83 
AR Antero Resources Corporation
+2.38%
+$26.88 
CVX Chevron Corporation
+2.35%
+$492.68 
MRVL Marvell Technology, Inc.
+2.32%
+$187.44 
BP BP p.l.c. Sponsored ADR
+2.26%
+$147 
FAST Fastenal Co.
+2.25%
+$420 
GLW Corning Incorporated
+2.24%
+$606 
WDC Western Digital Corporation
+2.21%
+$389.4 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$199.67 
EOG EOG Resources, Inc.
+2.19%
+$47.7 
DVN Devon Energy Corporation
+2.17%
+$38.4 
CDNS Cadence Design Systems, Inc.
+2.16%
+$244.8 
AMTM Amentum Holdings, Inc.
+2.16%
+$2.82 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$122.5 
CSCO Cisco Systems, Inc.
+2.14%
+$2,505.33 
SKYY First Trust Cloud Computing ETF
+2.12%
+$846.45 
JBL Jabil Inc.
+2.12%
+$91.42 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$8.46 
HII Huntington Ingalls Industries Inc.
+2.05%
+$6.55 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$1,837.15 
OXY Occidental Petroleum Corporation
+2%
+$14.56 
MMSI Merit Medical Systems, Inc.
+1.99%
+$14.94 
GWW W.W. Grainger, Inc.
+1.97%
+$507.87 
OKE ONEOK, Inc.
+1.95%
+$946.56 
JCI Johnson Controls International plc
+1.93%
+$578.24 
HAL Halliburton Company
+1.93%
+$10.98 
LHX L3Harris Technologies, Inc.
+1.9%
+$227.04 
PANW Palo Alto Networks, Inc.
+1.89%
+$73.8 
ZG Zillow Group, Inc.
+1.88%
+$5.12 
BWXT Bwx Technologies Inc.
+1.88%
+$21.77 
CRM Salesforce Inc
+1.83%
+$39.72 
RYN Rayonier Inc.
+1.82%
+$91.65 
ORCL Oracle Corporation
+1.81%
+$2,929.08 
VTR Ventas Inc.
+1.73%
+$42.93 
CINF Cincinnati Financial Corporation
+1.69%
+$38.35 
J Jacobs Solutions Inc.
+1.64%
+$13.08 
KMI Kinder Morgan, Inc.
+1.64%
+$69.68 
SHEL Shell plc
+1.62%
+$279.3 
ACN Accenture plc Class A
+1.61%
+$23.67 
MSM MSC Industrial Direct Co., Inc.
+1.6%
+$15.52 
BSX Boston Scientific Corporation
+1.59%
+$137.24 
CDW CDW Corporation
+1.55%
+$11.25 
ITT Itt Inc.
+1.54%
+$649.64 
VZ Verizon Communications Inc.
+1.52%
+$10.5 
SAP SAP SE Sponsored ADR
+1.51%
+$180.84 
LMT Lockheed Martin Corporation
+1.5%
+$34.52 
NPFE NPF Core Equity ETF
+1.5%
+$179,452.49 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$31.92 
NOC Northrop Grumman Corporation
+1.43%
+$129.71 
PH Parker-Hannifin Corporation
+1.43%
+$123.66 
PWR Quanta Services Inc.
+1.43%
+$28.14 
GE General Electric Company
+1.42%
+$125.75 
ALAI Alger AI Enablers & Adopters ETF
+1.4%
+$3,657.26 
SLB Schlumberger Limited
+1.39%
+$23.12 
KLAC KLA Corporation
+1.38%
+$24.9 
OVV Ovintiv Inc.
+1.36%
+$24.36 
VYX NCR Voyix Corp
+1.35%
+$1.65 
CAH Cardinal Health Inc.
+1.3%
+$20.72 
CMCSA Comcast Corp
+1.23%
+$157.76 
COP ConocoPhillips
+1.22%
+$326.25 
VRSN Verisign Inc.
+1.2%
+$20.64 
WFC Wells Fargo & Company
+1.19%
+$286.62 
HONA Honeywell Aerospace Inc.
+1.18%
+$7.26 
AMAT Applied Materials, Inc.
+1.18%
+$2,472.11 
RMD ResMed Inc.
+1.16%
+$9.68 
CHD Church & Dwight Co., Inc.
+1.16%
+$20.34 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$456 
ITW Illinois Tool Works Inc.
+1.15%
+$19.5 
MSI Motorola Solutions, Inc.
+1.14%
+$14.79 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$774.82 
VOX Vanguard Communication Services ETF
+1.12%
+$663.3 
EQT EQT Corporation
+1.1%
+$6.38 
VMI Valmont Industries, Inc.
+1.07%
+$15.27 
SCI Service Corporation International
+1.05%
+$125.1 
NOW ServiceNow, Inc.
+1.05%
+$128.76 
NBIS Nebius Group N.V.
+1.05%
+$295.02 
ADBE Adobe Inc.
+1.01%
+$1,378 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1%
+$12.41 
BKR Baker Hughes Company
+0.98%
+$35.99 
ADP Automatic Data Processing Inc.
+0.98%
+$82.88 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$15,697.36 
TTE TotalEnergies SE
+0.95%
+$162.68 
UNP Union Pacific Corporation
+0.92%
+$4,117.16 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$12.58 
DUOL Duolingo, Inc.
+0.91%
+$4.84 
DTM Dt Midstream Inc.
+0.9%
+$14.76 
LOGI Logitech International S.A.
+0.9%
+$18.2 
WMB The Williams Companies, Inc.
+0.89%
+$629.37 
ACM Aecom
+0.88%
+$5.67 
SCHW Charles Schwab Corporation
+0.87%
+$18.2 
MGC Vanguard Mega Cap ETF
+0.87%
+$7,006.8 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$202.12 
IBM International Business Machines Corporation
+0.86%
+$355.26 
PSCT Invesco S&P SmallCap Information Technology ETF
+0.86%
+$408 
HEEM iShares Currency Hedged MSCI Emerging Markets ETF
+0.85%
+$123.51 
GEV GE Vernova Inc.
+0.85%
+$74.79 
CP Canadian Pacific Kansas City Limited
+0.83%
+$52.56 
MCD McDonald's Corporation
+0.82%
+$7,321.63 
EMR Emerson Electric Co.
+0.79%
+$718.63 
AEE Ameren Corporation
+0.79%
+$33.54 
TSLA Tesla, Inc.
+0.76%
+$521.56 
FHN First Horizon Corporation
+0.75%
+$12.73 
STT State Street Corp
+0.73%
+$190.28 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$693.28 
PHIN Phinia Inc.
+0.72%
+$6.89 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,333.59 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,274.5 
CAT Caterpillar Inc.
+0.7%
+$39.69 
ROP Roper Technologies Inc.
+0.7%
+$5.44 
IVV iShares Core S&P 500 ETF
+0.69%
+$11,248.64 
CARR Carrier Global Corporation
+0.68%
+$21 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$123.49 
TSI TCW Strategic Income Fund Inc.
+0.68%
+$5,006.13 
NOV Nov Inc.
+0.67%
+$8.45 
WCN Waste Connections Inc.
+0.67%
+$53.28 
CARG CarGurus, Inc.
+0.67%
+$4.08 
DOW Dow Inc.
+0.67%
+$4.4 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$9,900.42 
PLTR Palantir Technologies Inc.
+0.65%
+$29.6 
CGGR Capital Group Growth ETF
+0.65%
+$1,030.08 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,128.2 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$104.5 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$517 
BEPC Brookfield Renewable Corporation
+0.63%
+$4.83 
CGDV Capital Group Dividend Value ETF
+0.63%
+$81.53 
SYY Sysco Corporation
+0.63%
+$117.13 
HEI Heico Corporation
+0.62%
+$15.33 
XYLG Global X S&P 500 Covered Call & Growth ETF
+0.62%
+$3,340.72 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$3,839.95 
CUBI Customers Bancorp Inc.
+0.61%
+$7.2 
IVZ Invesco Ltd.
+0.61%
+$8.82 
OZK Bank OZK
+0.61%
+$8.37 
ET Energy Transfer L.P.
+0.59%
+$3,470.76 
MO Altria Group, Inc.
+0.57%
+$86.19 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$8,188.95 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.56%
+$484.19 
BBD Banco Bradesco S.A. ADR
+0.56%
+$6.6 
AOS A. O. Smith Corporation
+0.54%
+$6.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$508.28 
FRTY Alger Mid Cap 40 ETF
+0.53%
+$142.22 
GM General Motors Company
+0.52%
+$10.12 
PSX Phillips 66
+0.51%
+$334.79 
RNR Renaissancere Holdings Ltd.
+0.51%
+$8.1 
Q Qnity Electronics Inc.
+0.51%
+$9.9 
MPV Barings Participation Investors
+0.49%
+$107.92 
ABVX Abivax SA ADR
+0.47%
+$11.21 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+0.47%
+$358.5 
SE Sea Ltd.
+0.47%
+$68.5 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$19.72 
KKR KKR & Co. Inc.
+0.45%
+$10.35 
SNY Sanofi American Depositary Receipt
+0.44%
+$19.95 
HEI.A Heico Corporation
+0.44%
+$16.95 
RKLB Rocket Lab Corporation
+0.42%
+$9.45 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$260.8 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$804.6 
CASY Casey's General Stores Inc.
+0.4%
+$10.5 
WST West Pharmaceutical Services, Inc.
+0.4%
+$8.22 
PFE Pfizer Inc.
+0.4%
+$10 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$37.74 
SFLR Innovator Equity Managed Floor ETF
+0.39%
+$462.9 
RTX RTX Corporation
+0.39%
+$47.04 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$17.4 
WEA Western Asset Premier Bond Fund
+0.39%
+$14,281.36 
AVGO Broadcom Inc.
+0.37%
+$46.08 
PG Procter & Gamble Co
+0.37%
+$147.34 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$239.94 
OTIS Otis Worldwide Corporation
+0.36%
+$8.06 
TDG TransDigm Group Inc.
+0.36%
+$31.29 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$6.82 
BAC Bank of America Corporation
+0.36%
+$69.74 
FLNG Flex LNG Ltd.
+0.35%
+$247.5 
AMG Affiliated Managers Group Inc.
+0.35%
+$7.62 
SNA Snap-on Inc.
+0.33%
+$4.08 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$7,325.26 
RF Regions Financial Corporation
+0.32%
+$6 
AZO AutoZone Inc.
+0.32%
+$19.36 
GD General Dynamics Corporation
+0.32%
+$41.48 
DSU BlackRock Debt Strategies Fund Inc.
+0.32%
+$2,967.93 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.32%
+$273 
MRK Merck & Co., Inc.
+0.32%
+$69.29 
NATL NCR Atleos Corporation
+0.3%
+$0.98 
PFN PIMCO Income Strategy Fund II
+0.28%
+$2,681.1 
VSNT Versant Media Group, Inc.
+0.28%
+$2.1 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$9,679.4 
JPM JPMorgan Chase & Co.
+0.27%
+$65.8 
VT Vanguard Total World Stock ETF
+0.26%
+$7,136.87 
MTCH Match Group, Inc.
+0.25%
+$5.7 
AMP Ameriprise Financial, Inc.
+0.25%
+$5.52 
NRG NRG Energy, Inc.
+0.24%
+$27.2 
WCC Wesco International Inc.
+0.24%
+$4.92 
PCQ PIMCO California Municipal Income Fund
+0.23%
+$428.84 
EOCT Innovator Emerging Markets Power Buffer ETF - October
+0.23%
+$102.78 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$2,336.66 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$1,051.25 
ALLE Allegion plc
+0.22%
+$2.04 
CME CME Group Inc.
+0.21%
+$5.7 
SPFF Global X SuperIncome Preferred Mutual Fund
+0.21%
+$528.36 
SO The Southern Company
+0.21%
+$6 
JNJ Johnson & Johnson
+0.21%
+$77.91 
ADI Analog Devices, Inc.
+0.2%
+$38.48 
CMI Cummins Inc.
+0.19%
+$8.54 
JULH Innovation Premium Inc. 2020 Barrier - July
+0.18%
+$1,443.57 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$2,747.9 
INTU Intuit Inc.
+0.18%
+$3.99 
USB U.S. Bancorp
+0.17%
+$3.52 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$5,885.82 
T AT&T Inc.
+0.17%
+$75.76 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$1,062.8 
MS Morgan Stanley
+0.17%
+$56.16 
EHC Encompass Health Corporation
+0.16%
+$4.5 
HST Host Hotels & Resorts Inc.
+0.16%
+$8.36 
VICI Vici Properties Inc.
+0.15%
+$1.96 
CB Chubb Limited
+0.15%
+$16.96 
JANH Innovative Premium Income Fund 2020
+0.14%
+$1,142.75 
FDEM Fidelity Emerging Markets Multi-Asset Fund
+0.14%
+$683.7 
APRH Innovative Premium Income Fund April Series
+0.14%
+$1,098.34 
QALT SEI DBi Multi-Strategy Alternative ETF
+0.14%
+$14.98 
PML PIMCO Municipal Income Fund II
+0.14%
+$767.24 
SBI Western Asset Intermediate Bond Fund
+0.13%
+$914.25 
XYL Xylem Inc.
+0.13%
+$66.45 
SDVD FT Vest Smid Rising Dividend Fund
+0.13%
+$69.39 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$2,304.96 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$25 
BDX Becton, Dickinson and Company
+0.1%
+$0.51 
ISRG Intuitive Surgical, Inc.
+0.1%
+$9.72 
VKQ Invesco Municipal Trust
+0.1%
+$871.83 
RITM Rithm Capital Corp.
+0.1%
+$0.64 
C Citigroup Inc.
+0.1%
+$3.77 
NUE Nucor Corporation
+0.1%
+$2.75 
WM Waste Management, Inc.
+0.1%
+$1.54 
AFL Aflac Inc.
+0.09%
+$3.72 
WMT Walmart Inc.
+0.09%
+$17.7 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$738.37 
ABT Abbott Laboratories
+0.09%
+$7.02 
PREF Principal Spectrum Preferred Securities Active ETF
+0.08%
+$126.45 
EWBC East West Bancorp Inc.
+0.07%
+$0.72 
ATR AptarGroup, Inc.
+0.07%
+$0.63 
OCTH Innovator Defined Outcome ETF - October Series
+0.06%
+$488.05 
OC Owens Corning
+0.06%
+$10 
AEP American Electric Power Company, Inc.
+0.06%
+$1.89 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$0.54 
BPOP Popular Inc.
+0.05%
+$0.64 
USFD US Foods Holding Corp
+0.04%
+$0.72 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$2,314.88 
DIS The Walt Disney Company
+0.03%
+$47.64 
LFUS Littelfuse Inc.
+0.03%
+$0.39 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$76.27 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$0.12 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$44.12 
ILMN Illumina, Inc.
+0.01%
+$0.07 
CWEN Clearway Energy Inc.
0%
$0 
PK Park Hotels & Resorts Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
LEND SEI High Yield Bond & Alternative Credit ETF
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
PHK PIMCO High Income Fund
0%
$0 
IGI Western Asset Investment Grade Opportunity Fund
0%
$0 SEIS
SEIS
0%
$0 SEIE
SEIE
0%
$0 SEEM
SEEM
0%
$0 G200
G2004J103
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$24,151.05 
RBLX Roblox Corporation
-26.85%
-$169.91 
CTVA Corteva Inc.
-11.9%
-$712.21 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$261.8 
RIVN Rivian Automotive, Inc.
-9.57%
-$259.21 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$561.72 
AAPL Apple Inc.
-7.35%
-$189,465.96 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-7.23%
-$66.42 
SYK Stryker Corporation
-6.42%
-$5,987.12 
TROW T. Rowe Price Group, Inc.
-6.31%
-$128.01 
RYTM Rhythm Pharmaceuticals Inc.
-6.14%
-$71.39 
LIN Linde plc
-5.95%
-$1,331.44 
MU Micron Technology, Inc.
-5.9%
-$567.93 
CORZ Core Scientific, Inc.
-5%
-$240.89 
SPOT Spotify Technology S.A.
-4.34%
-$498.74 
SHOP Shopify Inc.
-4.29%
-$147 
TYL Tyler Technologies Inc.
-4.24%
-$27.42 
SMG Scotts Miracle-Gro Co.
-3.85%
-$26.3 
AEM Agnico Eagle Mines Limited
-3.63%
-$1,370 
CAG Conagra Brands Inc.
-3.46%
-$13 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$78 
SW Smurfit WestRock PLC
-3.26%
-$136.4 
RELX Relx PLC Sponsored ADR
-3.25%
-$234.43 
GPN Global Payments Inc.
-3.18%
-$55.2 
METV Roundhill Ball Metaverse ETF
-2.92%
-$550 
AVY Avery Dennison Corporation
-2.91%
-$45.81 
BXMT Blackstone Mortgage Trust Inc
-2.87%
-$7,988.11 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$141.36 
IONS Ionis Pharmaceuticals, Inc.
-2.83%
-$22.65 
DECK Deckers Outdoor Corporation
-2.82%
-$2.81 
MSGS Madison Square Garden Sports Corp.
-2.81%
-$56.85 
AYI Acuity Brands Inc.
-2.8%
-$37.84 
MLM Martin Marietta Materials, Inc.
-2.75%
-$178.32 
AJG Arthur J. Gallagher & Co.
-2.75%
-$274.56 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$3.84 
VRSK Verisk Analytics Inc.
-2.75%
-$38.5 
LUMN Lumen Technologies Inc.
-2.74%
-$5.76 
CSL Carlisle Companies Inc.
-2.69%
-$39.84 
QCOM QUALCOMM Incorporated
-2.63%
-$75.81 
POOL Pool Corporation
-2.61%
-$4.97 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$115.43 
ACAD Acadia Pharmaceuticals Inc.
-2.56%
-$95.88 
ON ON Semiconductor Corporation
-2.54%
-$42.6 
ABBV AbbVie Inc.
-2.51%
-$653.47 
SJM The J.M. Smucker Company
-2.41%
-$14.75 
CRBG Corebridge Financial Inc.
-2.41%
-$47.74 
SNN Smith & Nephew plc ADR
-2.38%
-$40.04 
HLN Haleon Plc - ADR
-2.37%
-$35.28 
SATS EchoStar Corporation
-2.37%
-$65.28 
BRKR Bruker Corporation
-2.33%
-$13.5 
PUK Prudential plc ADR
-2.32%
-$102.24 
RGLD Royal Gold Inc.
-2.31%
-$18.76 
ARKK ARK Innovation ETF Fund
-2.28%
-$9,505.16 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$47.88 
HLI Houlihan Lokey Inc.
-2.22%
-$19.95 
BXP Boston Properties, Inc.
-2.16%
-$29.45 
ARGX argenx SE American Depositary Receipt
-2.15%
-$75.04 
NEM Newmont Corporation
-2.14%
-$82 
TXT Textron Inc.
-2.1%
-$47.58 
CCJ Cameco Corporation
-2.1%
-$68.45 
URBN Urban Outfitters Inc.
-2.06%
-$24.96 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$258.75 
WSM Williams-Sonoma, Inc.
-2%
-$32.62 
NFLX Netflix, Inc.
-2%
-$237.98 
HMC Honda Motor Co., Ltd.
-1.99%
-$29.89 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$278.95 
AMD Advanced Micro Devices, Inc.
-1.9%
-$2,882.89 
VNO Vornado Realty Trust
-1.89%
-$19 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$164.56 
JLL Jones Lang LaSalle Inc.
-1.85%
-$33.45 
KRC Kilroy Realty Corporation
-1.82%
-$25.92 
UAL United Airlines Holdings, Inc.
-1.8%
-$69.13 
BBY Best Buy Co., Inc.
-1.78%
-$26.52 
APD Air Products and Chemicals, Inc.
-1.77%
-$169.92 
ETSY Etsy Inc.
-1.77%
-$129.36 
TOST Toast Inc.
-1.77%
-$27.26 
PHM PulteGroup Inc.
-1.76%
-$38.59 
AGO Assured Guaranty Ltd.
-1.7%
-$34.32 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$429.52 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,074.64 
LEN Lennar Corporation
-1.67%
-$8.4 
AON Aon plc
-1.64%
-$18.06 
BHP BHP Group Ltd.
-1.64%
-$70.5 
DRI Darden Restaurants, Inc.
-1.64%
-$81.36 
SQ Block, Inc.
-1.64%
-$13.5 
SNOW Snowflake Inc.
-1.62%
-$43.38 
CNR Core Natural Resources, Inc.
-1.59%
-$15.48 
REXR Rexford Industrial Realty, Inc.
-1.59%
-$4.88 
SOLV Solventum Corporation
-1.59%
-$16.56 
LRCX Lam Research Corporation
-1.58%
-$188 
NLY Annaly Capital Management, Inc.
-1.56%
-$19.8 
NET Cloudflare Inc.
-1.56%
-$127.89 
WWW Wolverine World Wide Inc.
-1.5%
-$5.7 
H Hyatt Hotels Corporation
-1.48%
-$26.2 
FICO Fair Isaac Corporation
-1.45%
-$16.57 
NVS Novartis AG Sponsored ADR
-1.45%
-$636.62 
PTGX Protagonist Therapeutics Inc.
-1.44%
-$44 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$763.47 
NKE Nike, Inc. - Class B
-1.37%
-$11.6 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$44.88 
FOUR Shift4 Payments, Inc.
-1.36%
-$5.11 
MTG MGIC Investment Corporation
-1.35%
-$21.73 
TXRH Texas Roadhouse Inc.
-1.33%
-$41.7 
DD DuPont de Nemours, Inc.
-1.32%
-$20.24 
DAVE Dave Inc. Class A Common Stock
-1.31%
-$19.8 
MNST Monster Beverage Corporation
-1.3%
-$57.15 
DAL Delta Air Lines, Inc.
-1.3%
-$74.75 
TM Toyota Motor Corporation
-1.28%
-$140.22 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$39.2 
MOTI VanEck Morningstar International Moat ETF
-1.26%
-$16,010.53 
NYT New York Times Co.
-1.24%
-$25.38 
HSY The Hershey Company
-1.23%
-$10.9 
MDLZ Mondelez International, Inc.
-1.22%
-$55.44 
UBS UBS Group AG
-1.22%
-$98.15 
STE STERIS plc
-1.22%
-$22.48 
F Ford Motor Company
-1.21%
-$16.92 
TJX The TJX Companies, Inc.
-1.21%
-$72.96 
CUZ Cousins Properties Incorporated
-1.19%
-$10.26 
QXO Qxo Inc.
-1.19%
-$79.04 
ICLR ICON plc
-1.18%
-$17.64 
IQV IQVIA Holdings Inc.
-1.17%
-$11.08 
SHW The Sherwin-Williams Company
-1.16%
-$87.78 
NEE NextEra Energy, Inc.
-1.15%
-$107.06 
WRB W.R. Berkley Corporation
-1.15%
-$57.12 
DEO Diageo plc Sponsored ADR
-1.12%
-$21 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$49.59 
PKG Packaging Corporation of America
-1.12%
-$11.16 
NU Nu Holdings Ltd.
-1.1%
-$38.72 
PNR Pentair plc
-1.1%
-$5.84 
CGBD Carlyle Secured Lending, Inc.
-1.09%
-$5,700.2 
TKO Tko Group Holdings Inc.
-1.09%
-$54 
TXN Texas Instruments Inc
-1.08%
-$15.1 
LOW Lowe's Companies Inc.
-1.08%
-$283.75 
PLD Prologis Inc.
-1.08%
-$31.6 
MCK McKesson Corporation
-1.08%
-$214.36 
GKOS Glaukos Corporation
-1.07%
-$12.6 
EDV Vanguard Extended Duration Treasury ETF
-1.06%
-$258.56 
DINO HF Sinclair Corporation
-1.05%
-$32.01 
CTAS Cintas Corporation
-1.04%
-$32.4 
BWA BorgWarner Inc.
-1.04%
-$14.74 
PRI Primerica Inc.
-1.04%
-$13.44 
CRH CRH plc
-1.03%
-$57.42 
KO The Coca-Cola Company
-1.02%
-$212.4 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$8.74 
FOXA Fox Corporation
-1%
-$20.06 
BURL Burlington Stores Inc.
-1%
-$22.26 
UPS United Parcel Service, Inc.
-1%
-$7.35 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$253.3 
ROL Rollins, Inc.
-0.99%
-$5.7 
NXST Nexstar Media Group Inc.
-0.99%
-$9.5 
IBP Installed Building Products Inc.
-0.99%
-$13.32 
WTM White Mountains Insurance Group Ltd.
-0.99%
-$20.88 
PPL PPL Corporation
-0.98%
-$42.7 
EW Edwards Lifesciences Corporation
-0.98%
-$7.65 
XOM Exxon Mobil Corporation
-0.97%
-$130.05 
RACE Ferrari N.V.
-0.97%
-$177.56 
ALC Alcon Inc.
-0.96%
-$34.17 
MCHP Microchip Technology Incorporated
-0.96%
-$120.96 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$23 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$141.96 
BC Brunswick Corporation
-0.94%
-$9.75 
FIVE Five Below, Inc.
-0.93%
-$4.08 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.93%
-$61.28 
KEX Kirby Corporation
-0.91%
-$18 
CRL Charles River Laboratories International, Inc.
-0.9%
-$12.66 
RVTY Revvity Inc.
-0.9%
-$11.22 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$65.61 
LNC Lincoln National Corporation
-0.89%
-$9.84 
VGM Invesco Trust for Investment Grade Municipals
-0.88%
-$6,253.29 
HDB HDFC Bank Limited ADR
-0.87%
-$40.74 
O Realty Income Corporation
-0.87%
-$590.24 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$14.3 
MRP Millrose Properties Inc.
-0.85%
-$0.72 
VOYA Voya Financial Inc.
-0.84%
-$15.96 
MGNR American Beacon GLG Natural Resources ETF
-0.83%
-$3,387.42 
GWRE GUIDEWIRE SOFTWARE INC
-0.83%
-$11.43 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$26,858.89 
GILD Gilead Sciences Inc.
-0.81%
-$24.61 
PCAR PACCAR Inc.
-0.81%
-$10.8 
MCO Moody's Corporation
-0.81%
-$50.44 
KMB Kimberly-Clark Corporation
-0.8%
-$4.4 
ALV Autoliv, Inc.
-0.8%
-$8.91 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$30.78 
MCI Barings Corporate Investors
-0.78%
-$479.7 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
-0.78%
-$78.2 
GGG Graco Inc.
-0.76%
-$32.33 
GIII G-III Apparel Group, Ltd.
-0.76%
-$11.2 
SUI Sun Communities Inc.
-0.76%
-$8.55 
UNM Unum Group
-0.76%
-$42.9 
ULTA Ulta Beauty Inc.
-0.76%
-$15.6 
CVS CVS Health Corporation
-0.75%
-$341.28 
SPGI S&P Global Inc.
-0.74%
-$49.12 
MA Mastercard Incorporated
-0.74%
-$131.75 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$14.7 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$4,064.22 
GSK GSK plc Sponsored ADR
-0.73%
-$49.4 
BLK BlackRock, Inc.
-0.73%
-$39.9 
BCS Barclays PLC Sponsored ADR
-0.72%
-$182.8 
MAR Marriott International Inc. - Class A
-0.71%
-$710.21 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$2.21 
PDI Pimco Dynamic Income Fund
-0.68%
-$55 
R Ryder System Inc.
-0.68%
-$24.5 
DUK Duke Energy Corporation
-0.67%
-$63 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$20,689.22 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.65%
-$7,044.62 
AMGN Amgen Inc.
-0.64%
-$121.52 
GS The Goldman Sachs Group, Inc.
-0.63%
-$25.92 
AMT American Tower Corporation
-0.63%
-$4.4 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$1,719.32 
BALL Ball Corp.
-0.63%
-$8.61 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$38.86 
PM Philip Morris International Inc.
-0.61%
-$250.16 
ECL Ecolab Inc.
-0.61%
-$5.13 
COMP Compass Inc.
-0.61%
-$159.6 
MSCI MSCI Inc.
-0.61%
-$28 
ROST Ross Stores, Inc.
-0.59%
-$199.5 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$16,163.93 
SCHF Schwab International Equity ETF
-0.58%
-$648.96 
EVN Eaton Vance Municipal Income Trust
-0.57%
-$5,608.74 
WEC WEC Energy Group Inc.
-0.57%
-$5.04 
VLTO Veralto Corporation
-0.57%
-$24.3 
PRU Prudential Financial, Inc.
-0.56%
-$14.49 
JPRE JPMorgan Realty Income ETF
-0.56%
-$2,661 
WAB Wabtec Corporation
-0.55%
-$38.4 
LLY Eli Lilly and Company
-0.53%
-$134.86 
PHG Koninklijke Philips N.V.
-0.53%
-$46.06 
LULU lululemon athletica inc.
-0.51%
-$1.22 
RGA Reinsurance Group of America, Inc.
-0.51%
-$14.52 
WELL Welltower Inc.
-0.51%
-$2,019.43 
WSE Wise Plc
-0.5%
-$6.48 
STLD Steel Dynamics Inc.
-0.49%
-$21.08 
CHE Chemed Corporation
-0.47%
-$12.7 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$7.65 
FNB F.N.B. Corporation
-0.47%
-$10.89 
FHB First Hawaiian, Inc.
-0.47%
-$4.81 
TSLX Sixth Street Specialty Lending Inc.
-0.46%
-$3,244.64 
PEP PepsiCo, Inc.
-0.46%
-$112.64 
COO The Cooper Companies, Inc.
-0.45%
-$2.64 
G Genpact Ltd.
-0.45%
-$3.36 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.44%
-$1,646.5 
TRV The Travelers Companies, Inc.
-0.43%
-$35.86 
TEL TE Connectivity plc
-0.43%
-$8.01 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$787.94 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$1,423.5 
NTNX Nutanix, Inc.
-0.42%
-$3.75 
HD The Home Depot, Inc.
-0.42%
-$26.41 
MELI MercadoLibre, Inc.
-0.41%
-$15.56 
MSD Morgan Stanley Emerging Markets Debt Fund
-0.41%
-$2,081.49 
PVH PVH Corp.
-0.4%
-$3.15 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.4%
-$3,752.1 
MMD NYLI MacKay Municipal Opportunities Fund
-0.4%
-$3,054.12 
GL Globe Life Inc.
-0.4%
-$9.49 
EPRF Innovator S&P Investment Grade Preferred ETF
-0.4%
-$2,741.11 
AIG American International Group Inc.
-0.39%
-$22.94 
ORI Old Republic International Corp.
-0.39%
-$110.5 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$47.71 
ETR Entergy Corporation
-0.38%
-$22.96 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$5,549.58 
AXP American Express Company
-0.38%
-$17.78 
MDT Medtronic plc
-0.37%
-$31.04 
ARCC Ares Capital Corporation
-0.37%
-$12,436.34 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$14,830.93 
GPC Genuine Parts Company
-0.37%
-$23.92 
PAAA PGIM AAA CLO ETF
-0.37%
-$1,069.51 
ABNB Airbnb, Inc.
-0.37%
-$13.44 
TMUS T-Mobile US, Inc.
-0.36%
-$7.56 
DG Dollar General Corporation
-0.35%
-$9.9 
BAB Invesco Taxable Municipal Bond ETF
-0.34%
-$2,528.64 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$20.13 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$55,521.83 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-0.34%
-$6,530.79 
VKI Invesco Advantage Municipal Income Trust II
-0.34%
-$3,374.79 
CL Colgate-Palmolive Company
-0.33%
-$22.2 
TFC Truist Financial Corporation
-0.33%
-$190.74 
NIM Nuveen Select Maturities Municipal Fund
-0.33%
-$4,531.05 
EG Everest Group, Ltd.
-0.32%
-$10.89 
TME Tencent Music Entertainment Group
-0.32%
-$3.24 
CEG Constellation Energy Corporation
-0.31%
-$12.96 
VST Vistra Corp
-0.29%
-$21.93 
MTB M&T Bank Corporation
-0.29%
-$9.23 
COR Cencora, Inc.
-0.28%
-$91.67 
MORN Morningstar, Inc.
-0.28%
-$1.65 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$54.78 
CCI Crown Castle Inc.
-0.27%
-$4.83 
EXP Eagle Materials Inc.
-0.26%
-$2.7 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$3,573.81 
BXSL Blackstone Secured Lending Fund
-0.26%
-$7,286.22 
BX Blackstone Inc.
-0.25%
-$2,720.38 
OLED Universal Display Corporation
-0.25%
-$2.6 
A Agilent Technologies Inc.
-0.24%
-$4.76 
RBA Rb Global Inc.
-0.24%
-$32.94 
HUBB Hubbell Inc.
-0.24%
-$3.42 
COST Costco Wholesale Corporation
-0.24%
-$4.56 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.24%
-$2,622.34 
IIM Invesco Value Municipal Income Trust
-0.24%
-$2,418.9 
HBAN Huntington Bancshares Incorporated
-0.23%
-$4.6 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$3,155.04 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$4.1 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$25.37 
FR First Industrial Realty Trust Inc.
-0.21%
-$3.92 
KR Kroger Co.
-0.21%
-$4.44 
PODD Insulet Corporation
-0.2%
-$2.97 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$1,754.55 
NFG National Fuel Gas Company
-0.19%
-$2.08 
RYLD Global X Russell 2000 Covered Call ETF
-0.19%
-$31.59 
EPD Enterprise Products Partners L.P.
-0.18%
-$4,196.21 
UGI UGI Corporation
-0.17%
-$1.68 
BIZD VanEck BDC Income ETF
-0.16%
-$4.1 
FITB Fifth Third Bancorp
-0.16%
-$7.29 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$2.97 
CHH Choice Hotels International Inc.
-0.15%
-$0.85 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.14%
-$1,047.28 
YSEP FT Vident International Equity Fund
-0.14%
-$77.6 
GFL GFL Environmental Inc.
-0.12%
-$8.35 
QGEN QIAGEN N.V.
-0.12%
-$0.95 
EXR Extra Space Storage Inc.
-0.12%
-$1.53 
CFG Citizens Financial Group, Inc.
-0.11%
-$1.84 
RYAM Rayonier Advanced Materials Inc.
-0.11%
-$0.72 
CEV Eaton Vance California Municipal Income Trust
-0.1%
-$187.27 
NICE Nice Ltd. Sponsored ADR
-0.09%
-$0.27 
PFD Flaherty & Crumrine Preferred and Income Fund
-0.09%
-$14.98 
VAC Marriott Vacations Worldwide Corporation
-0.08%
-$1.84 
GBDC Golub Capital BDC, Inc.
-0.08%
-$1,120.27 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$4.44 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.06%
-$55.86 
MAIN Main Street Capital Corporation
-0.06%
-$241.62 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.06%
-$13.1 
HOOD Robinhood Markets, Inc.
-0.05%
-$16.96 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$0.39 
JHG Janus Henderson Group plc
-0.04%
-$0.48 
V Visa Inc. Class A
-0.04%
-$16.1 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$4.95 
CGIE Capital Group International Equity ETF
-0.03%
-$8.5 
TGT Target Corporation
-0.01%
-$0.98 
UBER Uber Technologies, Inc.
-0.01%
-$0.47 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5747 | Longs Won 3317/5747 57% | Profit Factor 5.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $166,438.6 |
| Average Win $21,002.24 | Best Trade (Jun 30) $9.15M | Sharpe Ratio -53.92 |
| Average Loss -$4,863.31 | Worst Trade (Jun 30) -$1.45M | Z-Score -13.15 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w | Expectancy $10,071.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 14 | $1,595.73 | $1,937.18 | - | $341.45 | 21.4% | -0.245% |
| AAPL Apple Inc. | 7,727 | $1.91M | $2.39M | - | $477,832.12 | 25.03% | -7.354% |
| ABBV AbbVie Inc. | 101 | $21,408.13 | $25,344.94 | - | $3,936.81 | 18.39% | -2.513% |
| ABNB Airbnb, Inc. | 24 | $3,030.62 | $3,636.48 | - | $605.86 | 19.99% | -0.368% |
| ABT Abbott Laboratories | 78 | $8,008.35 | $8,244.6 | - | $236.25 | 2.95% | +0.085% |
| ABVX Abivax SA ADR | 19 | $2,115.74 | $2,373.48 | - | $257.74 | 12.18% | +0.475% |
| ACAD Acadia Pharmaceuticals Inc. | 141 | $3,139 | $3,647.67 | - | $508.67 | 16.2% | -2.561% |
| ACM Aecom | 9 | $763 | $651.51 | - | -$111.49 | -14.61% | +0.878% |
| ACN Accenture plc Class A | 9 | $1,784.61 | $1,493.28 | - | -$291.33 | -16.32% | +1.611% |
| ADBE Adobe Inc. | 549 | $228,362.85 | $137,475.09 | - | -$90,887.76 | -39.8% | +1.013% |
| ADI Analog Devices, Inc. | 52 | $16,543.31 | $19,105.32 | - | $2,562.01 | 15.49% | +0.202% |
| ADP Automatic Data Processing Inc. | 32 | $6,501.86 | $8,526.72 | - | $2,024.86 | 31.14% | +0.982% |
| AEE Ameren Corporation | 39 | $4,276.65 | $4,274.79 | - | -$1.86 | -0.04% | +0.791% |
| AEM Agnico Eagle Mines Limited | 250 | $19,552.5 | $36,317.5 | - | $16,765 | 85.74% | -3.635% |
| AEP American Electric Power Company, Inc. | 27 | $3,539.05 | $3,451.95 | - | -$87.1 | -2.46% | +0.055% |
| AFL Aflac Inc. | 31 | $3,401.01 | $3,951.88 | - | $550.87 | 16.2% | +0.094% |
| AGO Assured Guaranty Ltd. | 24 | $1,955.43 | $1,985.28 | - | $29.85 | 1.53% | -1.699% |
| AIG American International Group Inc. | 74 | $5,568.65 | $5,814.92 | - | $246.27 | 4.42% | -0.393% |
| AJG Arthur J. Gallagher & Co. | 39 | $8,446.64 | $9,727.38 | - | $1,280.74 | 15.16% | -2.745% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 61 | $6,685.68 | $18,985.03 | - | $12,299.35 | 183.97% | +3.851% |
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FAQ
Which stocks have generated the highest profits for Ron New?
The largest contributions to the portfolio's profits come from the following stocks: The Goldman Sachs Group, Inc - $9.34M, Morgan Stanley - $7.09M, Eaton Corporation plc - $1.45M, PIMCO Municipal Income Fund - $1.38M, and First Trust Dow Jones Internet Index Fund - $1.35M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Mid-America Apartment Communities, Inc - $1.34M, lululemon athletica inc - $670,722.74, Willis Towers Watson Public Limited Company - $344,842.45, Global Payments Inc - $313,985.94, and Eagle Point Income Company Inc - $236,109.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ron New's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.83M earned over time. The largest contributors to dividend income include Janus Henderson AAA CLO ETF - $698,022.83, FT Vest Rising Dividend Achievers Fund - $385,118.33, JPMorgan Equity Premium Income Fund - $343,520.17, JPMorgan Nasdaq Equity Premium Income ETF - $330,320.33, and Morgan Stanley - $263,730.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ron New's monthly returns?
Ron New's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Ron New's strategy be considered aggressive or moderate?
Ron New's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Ron New's strategy?
Ron New's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
