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:
22.9%
Gain -0.34%
Monthly
0.96%
Yearly
12.2%
Drawdown
18.21%
$145.95M
Equity
Holdings
$145.95M
Investment
$137.04M
$52.96M
Profit -$612,974.68
Realized
$44.05M
Unrealized
$8.91M
Dividends
$9.75M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$612,974.68
Win %
59%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$792,036.06
Win %
59%
This Month
Compared to last month
Gain
0.15%
Profit
$218,701.92
Win %
59%
This Year
Compared to last year
Gain
-1.72%
Profit
-$2.55M
Win %
64%
AR Antero Resources Corporation
+5.19%
+$60.48 
OVV Ovintiv Inc.
+4.42%
+$84.68 
EQNR Equinor ASA Sponsored ADR
+3.69%
+$56.33 
HONA Honeywell Aerospace Inc.
+3.46%
+$16.93 
BP BP p.l.c. Sponsored ADR
+3.41%
+$242.55 
KMI Kinder Morgan, Inc.
+3.38%
+$148.74 
COP ConocoPhillips
+3.27%
+$1,041.75 
EQT EQT Corporation
+3.26%
+$18.81 
DTM Dt Midstream Inc.
+3.08%
+$43.92 
RTX RTX Corporation
+3.07%
+$321.16 
EOG EOG Resources, Inc.
+3.05%
+$69.75 
DVN Devon Energy Corporation
+2.89%
+$57 
TTE TotalEnergies SE
+2.89%
+$501.76 
NOC Northrop Grumman Corporation
+2.88%
+$244.46 
OXY Occidental Petroleum Corporation
+2.87%
+$22.62 
BTI British American Tobacco p.l.c. ADR
+2.76%
+$660.8 
OKE ONEOK, Inc.
+2.75%
+$1,354.56 
BKR Baker Hughes Company
+2.72%
+$90.28 
LMT Lockheed Martin Corporation
+2.71%
+$57.84 
SHEL Shell plc
+2.63%
+$516.8 
SLB Schlumberger Limited
+2.58%
+$42.5 
PBR Petrobras S.A. Sponsored ADR
+2.57%
+$74.1 
CCI Crown Castle Inc.
+2.51%
+$46.12 
PODD Insulet Corporation
+2.32%
+$28.98 
FTI TechnipFMC plc
+2.3%
+$153.86 
CVX Chevron Corporation
+2.29%
+$547.72 
PM Philip Morris International Inc.
+2.24%
+$950.82 
HAL Halliburton Company
+2.11%
+$12.51 
MSI Motorola Solutions, Inc.
+2.07%
+$28.3 
NFG National Fuel Gas Company
+2.05%
+$20.93 
IDXX IDEXX Laboratories, Inc.
+2%
+$21.86 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+2%
+$212.52 
XOM Exxon Mobil Corporation
+1.98%
+$293.25 
PEP PepsiCo, Inc.
+1.96%
+$441.76 
EPD Enterprise Products Partners L.P.
+1.95%
+$41,661.78 
AMT American Tower Corporation
+1.92%
+$13.96 
F Ford Motor Company
+1.91%
+$22.09 
USB U.S. Bancorp
+1.88%
+$34.56 
AEE Ameren Corporation
+1.86%
+$75.27 
AEP American Electric Power Company, Inc.
+1.86%
+$62.37 
UL Unilever PLC Sponsored American Depositary Receipt
+1.86%
+$91.2 
WEC WEC Energy Group Inc.
+1.83%
+$15.56 
PEG Public Service Enterprise Group Incorporated
+1.82%
+$72.67 
CCEP Coca-Cola Europacific Partners PLC
+1.81%
+$228.85 
DUK Duke Energy Corporation
+1.8%
+$160.87 
GD General Dynamics Corporation
+1.79%
+$204.68 
ET Energy Transfer L.P.
+1.76%
+$10,123.05 
SMG Scotts Miracle-Gro Co.
+1.73%
+$9.4 
CBOE Cboe Global Markets Inc.
+1.71%
+$89.51 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.7%
+$35.91 
SO The Southern Company
+1.68%
+$44.85 
TFC Truist Financial Corporation
+1.66%
+$869.55 
TJX The TJX Companies, Inc.
+1.63%
+$89.68 
PPL PPL Corporation
+1.62%
+$68.32 
IBN ICICI Bank Limited Sponsored ADR
+1.56%
+$111.78 
VSNT Versant Media Group, Inc.
+1.56%
+$10.25 
NOV Nov Inc.
+1.53%
+$18.52 
PSX Phillips 66
+1.53%
+$1,370.2 
NEM Newmont Corporation
+1.52%
+$70.4 
CASY Casey's General Stores Inc.
+1.52%
+$30.66 
LHX L3Harris Technologies, Inc.
+1.48%
+$156.64 
AZO AutoZone Inc.
+1.48%
+$90.36 
PHG Koninklijke Philips N.V.
+1.45%
+$121.73 
WY Weyerhaeuser Company
+1.42%
+$7.97 
TMUS T-Mobile US, Inc.
+1.41%
+$26.64 
BUD Anheuser-Busch InBev S.A. ADR
+1.41%
+$127.09 
HST Host Hotels & Resorts Inc.
+1.37%
+$68.26 
COST Costco Wholesale Corporation
+1.36%
+$26.56 
RGLD Royal Gold Inc.
+1.35%
+$12.56 
CHH Choice Hotels International Inc.
+1.33%
+$7.12 
GE General Electric Company
+1.33%
+$103.5 
MO Altria Group, Inc.
+1.33%
+$216.58 
RELX Relx PLC Sponsored ADR
+1.33%
+$100.47 
CINF Cincinnati Financial Corporation
+1.32%
+$28.6 
MDLZ Mondelez International, Inc.
+1.31%
+$59.4 
KO The Coca-Cola Company
+1.3%
+$282.02 
MRK Merck & Co., Inc.
+1.29%
+$317.72 
CNR Core Natural Resources, Inc.
+1.27%
+$13.56 
TM Toyota Motor Corporation
+1.27%
+$138.79 
WMB The Williams Companies, Inc.
+1.24%
+$859.14 
CMCSA Comcast Corp
+1.24%
+$146.88 
VZ Verizon Communications Inc.
+1.18%
+$7.87 
CRH CRH plc
+1.17%
+$55.68 
ORI Old Republic International Corp.
+1.16%
+$292.5 
AIG American International Group Inc.
+1.16%
+$68.08 
GSK GSK plc Sponsored ADR
+1.16%
+$74.1 
NUE Nucor Corporation
+1.15%
+$32.23 
UGI UGI Corporation
+1.12%
+$11.76 
HII Huntington Ingalls Industries Inc.
+1.11%
+$2.96 
HLN Haleon Plc - ADR
+1.11%
+$16.17 
MLM Martin Marietta Materials, Inc.
+1.1%
+$64.62 
EXR Extra Space Storage Inc.
+1.06%
+$13.14 
CAG Conagra Brands Inc.
+1.06%
+$3.75 
TSI TCW Strategic Income Fund Inc.
+1.04%
+$7,225.51 
WTW Willis Towers Watson Public Limited Company
+1.03%
+$9.6 
WMT Walmart Inc.
+1.02%
+$212.4 
AGO Assured Guaranty Ltd.
+1.02%
+$17.04 
NEE NextEra Energy, Inc.
+1.01%
+$84.8 
AON Aon plc
+1.01%
+$8.67 
KR Kroger Co.
+1%
+$23.31 
PNC The PNC Financial Services Group, Inc.
+1%
+$36.63 
WFC Wells Fargo & Company
+1%
+$233.23 
VGM Invesco Trust for Investment Grade Municipals
+1%
+$6,253.29 
POOL Pool Corporation
+0.99%
+$1.68 
ROST Ross Stores, Inc.
+0.98%
+$305.9 
SUI Sun Communities Inc.
+0.97%
+$10.17 
DINO HF Sinclair Corporation
+0.97%
+$39.85 
ETR Entergy Corporation
+0.96%
+$55.72 
LIN Linde plc
+0.95%
+$207.24 
JPM JPMorgan Chase & Co.
+0.95%
+$224 
PK Park Hotels & Resorts Inc.
+0.95%
+$9.6 
HIG The Hartford Insurance Group, Inc.
+0.94%
+$33.88 
AMTM Amentum Holdings, Inc.
+0.94%
+$1.08 
MAR Marriott International Inc. - Class A
+0.94%
+$970.16 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.93%
+$68.94 
HD The Home Depot, Inc.
+0.91%
+$53.11 
VTR Ventas Inc.
+0.9%
+$20.66 
PHIN Phinia Inc.
+0.9%
+$6.76 
MPV Barings Participation Investors
+0.89%
+$202.35 
EG Everest Group, Ltd.
+0.89%
+$30.42 
MQY BlackRock MuniYield Quality Fund, Inc.
+0.88%
+$2,963.7 
DOW Dow Inc.
+0.88%
+$5.72 
RNR Renaissancere Holdings Ltd.
+0.88%
+$15.07 
DRI Darden Restaurants, Inc.
+0.87%
+$44.64 
DEO Diageo plc Sponsored ADR
+0.85%
+$16.8 
TXT Textron Inc.
+0.84%
+$16.51 
AMG Affiliated Managers Group Inc.
+0.84%
+$19.38 
EVN Eaton Vance Municipal Income Trust
+0.84%
+$7,478.32 
SBI Western Asset Intermediate Bond Fund
+0.83%
+$5,485.5 
PKG Packaging Corporation of America
+0.82%
+$7.6 
PG Procter & Gamble Co
+0.81%
+$353.06 
WHD Cactus Inc.
+0.8%
+$8.82 
FERG Ferguson Enterprises Inc
+0.8%
+$32.94 
SW Smurfit WestRock PLC
+0.8%
+$29.04 
O Realty Income Corporation
+0.79%
+$463.76 
CMI Cummins Inc.
+0.79%
+$29.33 
VVX V2X Inc.
+0.79%
+$12.96 
STLD Steel Dynamics Inc.
+0.78%
+$32.05 
MMD NYLI MacKay Municipal Opportunities Fund
+0.76%
+$5,344.71 
CME CME Group Inc.
+0.76%
+$22 
VKI Invesco Advantage Municipal Income Trust II
+0.75%
+$6,749.58 
SYK Stryker Corporation
+0.75%
+$590.94 
MRSH Marsh & McLennan Companies, Inc.
+0.74%
+$107.64 
IIM Invesco Value Municipal Income Trust
+0.74%
+$6,450.4 
VKQ Invesco Municipal Trust
+0.73%
+$5,666.9 
AJG Arthur J. Gallagher & Co.
+0.73%
+$71.37 
AFL Aflac Inc.
+0.73%
+$26.66 
TRV The Travelers Companies, Inc.
+0.73%
+$61.6 
H Hyatt Hotels Corporation
+0.73%
+$12.3 
HEI.A Heico Corporation
+0.73%
+$25.2 
LOW Lowe's Companies Inc.
+0.72%
+$176.25 
MRP Millrose Properties Inc.
+0.72%
+$0.48 
JNJ Johnson & Johnson
+0.71%
+$264.6 
HSY The Hershey Company
+0.7%
+$5.95 
MNST Monster Beverage Corporation
+0.69%
+$28.35 
MCHP Microchip Technology Incorporated
+0.69%
+$85.68 
KMB Kimberly-Clark Corporation
+0.68%
+$3.55 
LLY Eli Lilly and Company
+0.68%
+$187.55 
CB Chubb Limited
+0.68%
+$76.16 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.67%
+$41.25 
OTIS Otis Worldwide Corporation
+0.65%
+$14.26 
VRSK Verisk Analytics Inc.
+0.65%
+$8.51 
ABBV AbbVie Inc.
+0.65%
+$184.83 
COO The Cooper Companies, Inc.
+0.65%
+$2.96 
TDG TransDigm Group Inc.
+0.64%
+$51.17 
C Citigroup Inc.
+0.64%
+$22.91 
PCAR PACCAR Inc.
+0.64%
+$7.1 
SPLV Invesco S&P 500 Low Volatility ETF
+0.64%
+$5,497.59 
MOTI VanEck Morningstar International Moat ETF
+0.64%
+$7,987.9 
BRK-B Berkshire Hathaway Inc.
+0.63%
+$426.34 
CARR Carrier Global Corporation
+0.62%
+$17 
XYL Xylem Inc.
+0.62%
+$283.52 
BLK BlackRock, Inc.
+0.62%
+$34.62 
RYN Rayonier Inc.
+0.61%
+$27.02 
BHP BHP Group Ltd.
+0.6%
+$25 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
+0.6%
+$4,877.73 
SPGI S&P Global Inc.
+0.58%
+$39.44 
FAST Fastenal Co.
+0.58%
+$116 
VICI Vici Properties Inc.
+0.57%
+$6.62 
PCQ PIMCO California Municipal Income Fund
+0.57%
+$964.89 
NIM Nuveen Select Maturities Municipal Fund
+0.56%
+$7,551.75 
GEV GE Vernova Inc.
+0.56%
+$46.62 
ALV Autoliv, Inc.
+0.55%
+$5.71 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.55%
+$4,061.03 
HLI Houlihan Lokey Inc.
+0.55%
+$4.9 
HMC Honda Motor Co., Ltd.
+0.54%
+$9.06 
NRG NRG Energy, Inc.
+0.54%
+$47.47 
SCI Service Corporation International
+0.52%
+$58.38 
PRI Primerica Inc.
+0.52%
+$5.8 
T AT&T Inc.
+0.51%
+$227.28 
FHN First Horizon Corporation
+0.5%
+$7.71 
CL Colgate-Palmolive Company
+0.5%
+$34.41 
HEI Heico Corporation
+0.5%
+$10.85 
NVS Novartis AG Sponsored ADR
+0.5%
+$208.5 
GM General Motors Company
+0.5%
+$9.13 
FNB F.N.B. Corporation
+0.49%
+$10.29 
APO Apollo Global Management, Inc.
+0.47%
+$5.2 
TXN Texas Instruments Inc
+0.45%
+$6.3 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
+0.44%
+$2,880.02 
HLT Hilton Worldwide Holdings Inc.
+0.44%
+$7.55 
V Visa Inc. Class A
+0.44%
+$201.25 
FITB Fifth Third Bancorp
+0.4%
+$16.2 
OZK Bank OZK
+0.39%
+$4.77 
PH Parker-Hannifin Corporation
+0.38%
+$32.85 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.37%
+$29.92 
NWG NatWest Group plc Sponsored ADR
+0.37%
+$31.66 
AAPL Apple Inc.
+0.35%
+$9,272.4 
ING ING Groep N.V. Sponsored ADR
+0.33%
+$54.45 
BALL Ball Corp.
+0.33%
+$4.3 
RIO Rio Tinto Plc Sponsored ADR
+0.32%
+$17.69 
NZF Nuveen Municipal Credit Income Fund
+0.32%
+$1,580.53 
SJM The J.M. Smucker Company
+0.32%
+$2 
ISRG Intuitive Surgical, Inc.
+0.32%
+$36.45 
CWEN Clearway Energy Inc.
+0.31%
+$2.57 
FNDF Schwab Fundamental International Large Company Index ETF
+0.31%
+$8,334.48 
GPC Genuine Parts Company
+0.3%
+$20.8 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.29%
+$75.33 
HBAN Huntington Bancshares Incorporated
+0.29%
+$5.17 
MTG MGIC Investment Corporation
+0.29%
+$4.24 
ITW Illinois Tool Works Inc.
+0.28%
+$4.5 
LYG Lloyds Banking Group Plc ADR
+0.27%
+$7.35 
PFE Pfizer Inc.
+0.27%
+$8 
FOXA Fox Corporation
+0.26%
+$5.61 
RF Regions Financial Corporation
+0.26%
+$4.2 
APD Air Products and Chemicals, Inc.
+0.24%
+$23.04 
WRB W.R. Berkley Corporation
+0.24%
+$12.24 
ADP Automatic Data Processing Inc.
+0.24%
+$21.76 
HDB HDFC Bank Limited ADR
+0.23%
+$10.67 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.23%
+$7,460.77 
PVH PVH Corp.
+0.23%
+$1.75 
ATR AptarGroup, Inc.
+0.23%
+$1.96 
MSD Morgan Stanley Emerging Markets Debt Fund
+0.22%
+$1,040.74 
DGRO iShares Core Dividend Growth ETF
+0.22%
+$42.33 
MGNR American Beacon GLG Natural Resources ETF
+0.22%
+$869.99 
WEA Western Asset Premier Bond Fund
+0.21%
+$7,140.68 
MCK McKesson Corporation
+0.2%
+$46.23 
SNA Snap-on Inc.
+0.2%
+$2.16 
ACN Accenture plc Class A
+0.17%
+$3.42 
JPRE JPMorgan Realty Income ETF
+0.17%
+$753.95 
PUK Prudential plc ADR
+0.17%
+$5.68 
HSBC HSBC Holdings plc Sponsored ADR
+0.16%
+$8.7 
WM Waste Management, Inc.
+0.15%
+$2.38 
LNC Lincoln National Corporation
+0.15%
+$1.44 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.14%
+$2.46 
DG Dollar General Corporation
+0.13%
+$3.96 
ASML ASML Holding N.V. New York Registry Shares
+0.12%
+$4.08 
B BARRICK MINING CORP Common Stock (ABR0)
+0.12%
+$5.95 
TME Tencent Music Entertainment Group
+0.12%
+$1.08 
GL Globe Life Inc.
+0.11%
+$2.47 
NKE Nike, Inc. - Class B
+0.11%
+$0.8 
CRBG Corebridge Financial Inc.
+0.09%
+$1.86 
DIS The Walt Disney Company
+0.09%
+$150.86 
PFN PIMCO Income Strategy Fund II
+0.08%
+$670.27 
RGA Reinsurance Group of America, Inc.
+0.08%
+$2.4 
WCN Waste Connections Inc.
+0.08%
+$6 
BCS Barclays PLC Sponsored ADR
+0.07%
+$13.71 
NXST Nexstar Media Group Inc.
+0.06%
+$0.5 
BWA BorgWarner Inc.
+0.05%
+$0.66 
ALNY Alnylam Pharmaceuticals Inc
+0.05%
+$0.33 
MCD McDonald's Corporation
+0.04%
+$332.83 
CUBI Customers Bancorp Inc.
+0.04%
+$0.45 
EWBC East West Bancorp Inc.
+0.04%
+$0.4 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$6,531.98 
AMGN Amgen Inc.
+0.04%
+$7.35 
CP Canadian Pacific Kansas City Limited
+0.04%
+$2.16 
CAT Caterpillar Inc.
+0.03%
+$1.61 
PAAA PGIM AAA CLO ETF
+0.03%
+$90.63 
UNM Unum Group
+0.02%
+$1.3 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$162.58 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$76.27 
JANH Innovative Premium Income Fund 2020
+0.02%
+$158.72 
GGG Graco Inc.
+0.01%
+$0.53 
ACM Aecom
0%
$0 
AYI Acuity Brands Inc.
0%
$0 
BPOP Popular Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
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 
NBIS Nebius Group N.V.
-10.53%
-$2,955.41 
MDB MongoDB Inc.
-9.78%
-$35.84 
WSE Wise Plc
-9.3%
-$121.55 
SNOW Snowflake Inc.
-9.29%
-$279.99 
DDOG Datadog, Inc. Class A Common Stock
-8.39%
-$960.19 
PANW Palo Alto Networks, Inc.
-7.87%
-$349.44 
NET Cloudflare Inc.
-7.7%
-$706.73 
CRWD CrowdStrike Holdings, Inc.
-7.49%
-$1,317.96 
PLTR Palantir Technologies Inc.
-7.34%
-$544.27 
RKLB Rocket Lab Corporation
-6.48%
-$125.3 
PTGX Protagonist Therapeutics Inc.
-6.45%
-$193.71 
COMP Compass Inc.
-6.29%
-$1,379.4 
LUMN Lumen Technologies Inc.
-6.06%
-$9.44 
COHR Coherent Corp.
-5.8%
-$479.66 
SKYY First Trust Cloud Computing ETF
-5.3%
-$2,517.86 
CORZ Core Scientific, Inc.
-5.19%
-$165.75 
NTNX Nutanix, Inc.
-5.12%
-$53.7 
ABVX Abivax SA ADR
-5.02%
-$88.1 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.98%
-$5,236.69 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.96%
-$913.78 
TEAM Atlassian Corporation Class A
-4.95%
-$43 
GWRE GUIDEWIRE SOFTWARE INC
-4.95%
-$78.3 
NOW ServiceNow, Inc.
-4.92%
-$811.97 
AMD Advanced Micro Devices, Inc.
-4.65%
-$8,158.79 
WDC Western Digital Corporation
-4.63%
-$544.25 
STRL Sterling Infrastructure, Inc.
-4.52%
-$181.71 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-4.49%
-$2,143.2 
MSGS Madison Square Garden Sports Corp.
-4.49%
-$90.8 
BKSY BlackSky Technology Inc.
-4.47%
-$27.23 
SHOP Shopify Inc.
-4.41%
-$219.8 
DUOL Duolingo, Inc.
-4.39%
-$26.13 
APP AppLovin Corporation Class A Common Stock
-4.25%
-$415.8 
ARKK ARK Innovation ETF Fund
-4.25%
-$20,842.64 
NTAP NetApp, Inc.
-4.16%
-$196.61 
ANET Arista Networks, Inc.
-4.12%
-$458.7 
ORCL Oracle Corporation
-4.08%
-$6,948.64 
HOOD Robinhood Markets, Inc.
-4.03%
-$1,778.68 
MRVL Marvell Technology, Inc.
-3.99%
-$423.28 
MU Micron Technology, Inc.
-3.95%
-$404.8 
ONTO Onto Innovation Inc.
-3.73%
-$60.48 
SNPS Synopsys, Inc.
-3.57%
-$33.4 
UAL United Airlines Holdings, Inc.
-3.53%
-$110.83 
FRTY Alger Mid Cap 40 ETF
-3.45%
-$944.02 
AVGO Broadcom Inc.
-3.44%
-$379.52 
GLW Corning Incorporated
-3.35%
-$926 
NICE Nice Ltd. Sponsored ADR
-3.33%
-$11.49 
LRCX Lam Research Corporation
-3.32%
-$368.4 
META Meta Platforms Inc Class A
-3.3%
-$1,603.14 
RIVN Rivian Automotive, Inc.
-3.26%
-$68.42 
RBLX Roblox Corporation
-3.22%
-$21.39 
FFIV F5 Inc.
-3.2%
-$43.84 
RBA Rb Global Inc.
-3.16%
-$336.11 
AMAT Applied Materials, Inc.
-3.16%
-$5,690.02 
ARGX argenx SE American Depositary Receipt
-3.14%
-$106.16 
PSCT Invesco S&P SmallCap Information Technology ETF
-3.1%
-$1,446 
SE Sea Ltd.
-3.07%
-$409.63 
KLAC KLA Corporation
-2.91%
-$50.8 
ETSY Etsy Inc.
-2.89%
-$227.04 
JBL Jabil Inc.
-2.89%
-$116.27 
NFLX Netflix, Inc.
-2.86%
-$338.23 
QXO Qxo Inc.
-2.77%
-$153.14 
CRM Salesforce Inc
-2.74%
-$81.12 
ALAI Alger AI Enablers & Adopters ETF
-2.65%
-$7,265.26 
BRKR Bruker Corporation
-2.64%
-$13.46 
ULTA Ulta Beauty Inc.
-2.64%
-$64.28 
TSLA Tesla, Inc.
-2.63%
-$2,106.13 
ADBE Adobe Inc.
-2.6%
-$3,598.7 
BURL Burlington Stores Inc.
-2.6%
-$41.76 
DAL Delta Air Lines, Inc.
-2.54%
-$128.7 
XYZ Block, Inc.
-2.53%
-$20.2 
TSLX Sixth Street Specialty Lending Inc.
-2.47%
-$17,642.73 
SOLV Solventum Corporation
-2.47%
-$26.04 
MSFT Microsoft Corp.
-2.38%
-$28,279.14 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-2.35%
-$20.43 
SCHW Charles Schwab Corporation
-2.34%
-$44 
VRT Vertiv Holdings Co
-2.32%
-$134.46 
CDW CDW Corporation
-2.29%
-$17.65 
ACAD Acadia Pharmaceuticals Inc.
-2.28%
-$63.45 
CCJ Cameco Corporation
-2.25%
-$69.19 
INTU Intuit Inc.
-2.24%
-$51.8 
MTUM iShares MSCI USA Momentum Factor ETF
-2.16%
-$76,844.16 
CSCO Cisco Systems, Inc.
-2.16%
-$2,443.47 
NLR VanEck Uranium and Nuclear ETF
-2.16%
-$1,037.92 
TXRH Texas Roadhouse Inc.
-2.12%
-$54.3 
ZG Zillow Group, Inc.
-2.11%
-$5.48 
GOOGL Alphabet Inc
-2.09%
-$1,849.43 
DAVE Dave Inc. Class A Common Stock
-2.09%
-$30.8 
CRL Charles River Laboratories International, Inc.
-2.08%
-$38.16 
MTB M&T Bank Corporation
-2.06%
-$58.63 
MTCH Match Group, Inc.
-2.06%
-$51.87 
G Genpact Ltd.
-2.06%
-$16.27 
IVZ Invesco Ltd.
-2.06%
-$29.04 
QQQ Invesco QQQ Trust, Series 1
-2.05%
-$17,203.72 
MELI MercadoLibre, Inc.
-2.04%
-$75.91 
CGGR Capital Group Growth ETF
-2.02%
-$3,427.68 
TOST Toast Inc.
-2.02%
-$30.55 
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF
-2.01%
-$345.93 
ICLR ICON plc
-2%
-$31.58 
JLL Jones Lang LaSalle Inc.
-1.99%
-$30.93 
OLLI Ollie's Bargain Outlet Holdings Inc.
-1.98%
-$32.11 
SPOT Spotify Technology S.A.
-1.95%
-$228.36 
GOOG Alphabet Inc
-1.95%
-$858.88 
CDNS Cadence Design Systems, Inc.
-1.94%
-$214.21 
VOX Vanguard Communication Services ETF
-1.93%
-$1,232.55 
Q Qnity Electronics Inc.
-1.92%
-$34.42 
EW Edwards Lifesciences Corporation
-1.91%
-$15.12 
STT State Street Corp
-1.89%
-$450.14 
CGBD Carlyle Secured Lending, Inc.
-1.88%
-$10,364 
BBD Banco Bradesco S.A. ADR
-1.86%
-$24.75 
IONS Ionis Pharmaceuticals, Inc.
-1.86%
-$12.3 
CMG Chipotle Mexican Grill, Inc.
-1.83%
-$33.6 
ILMN Illumina, Inc.
-1.83%
-$34.3 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.82%
-$12.88 
ETN Eaton Corporation plc
-1.8%
-$137.47 
TYL Tyler Technologies Inc.
-1.78%
-$12.98 
AMZN Amazon.com Inc
-1.78%
-$3,940.91 
IQV IQVIA Holdings Inc.
-1.77%
-$19.2 
LPLA LPL Financial Holdings Inc.
-1.76%
-$86.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.75%
-$26,179.83 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.75%
-$1,284.57 
ROL Rollins, Inc.
-1.73%
-$8.78 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-1.72%
-$1,312.11 
UBER Uber Technologies, Inc.
-1.71%
-$57.34 
FLNG Flex LNG Ltd.
-1.71%
-$1,102.5 
IBP Installed Building Products Inc.
-1.71%
-$19.29 
BX Blackstone Inc.
-1.7%
-$15,811.86 
RYAM Rayonier Advanced Materials Inc.
-1.69%
-$8.64 
BC Brunswick Corporation
-1.68%
-$14.3 
BXMT Blackstone Mortgage Trust Inc
-1.67%
-$3,343.86 
LULU lululemon athletica inc.
-1.67%
-$3.3 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.65%
-$22,874.04 
QCOM QUALCOMM Incorporated
-1.65%
-$55.76 
METV Roundhill Ball Metaverse ETF
-1.64%
-$355 
RMD ResMed Inc.
-1.59%
-$15.38 
ITT Itt Inc.
-1.57%
-$688.88 
A Agilent Technologies Inc.
-1.56%
-$38.36 
HTGC Hercules Capital Inc.
-1.56%
-$21,700.38 
FOUR Shift4 Payments, Inc.
-1.55%
-$4.27 
LFUS Littelfuse Inc.
-1.55%
-$18.21 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.52%
-$1,353.23 
LOGI Logitech International S.A.
-1.51%
-$31.8 
HEEM iShares Currency Hedged MSCI Emerging Markets ETF
-1.51%
-$218.38 
SCHA Schwab U.S. Small-Cap ETF
-1.51%
-$179.83 
VTWO Vanguard Russell 2000 ETF
-1.49%
-$4,726.02 
VRSN Verisign Inc.
-1.48%
-$27.08 
WCC Wesco International Inc.
-1.48%
-$30.78 
IEMG iShares Core MSCI Emerging Markets ETF
-1.48%
-$1,429.89 
BDX Becton, Dickinson and Company
-1.48%
-$8.58 
RYTM Rhythm Pharmaceuticals Inc.
-1.46%
-$14.13 
NU Nu Holdings Ltd.
-1.46%
-$52.03 
VRTX Vertex Pharmaceuticals Incorporated
-1.43%
-$36.45 
PWR Quanta Services Inc.
-1.43%
-$27.57 
BIZD VanEck BDC Income ETF
-1.43%
-$35.87 
NYT New York Times Co.
-1.41%
-$26.19 
RYLD Global X Russell 2000 Covered Call ETF
-1.4%
-$226.4 
FICO Fair Isaac Corporation
-1.36%
-$10.49 
ARES Ares Management Corporation
-1.36%
-$13,621.39 
UNH UnitedHealth Group Incorporated
-1.35%
-$837.52 
MSM MSC Industrial Direct Co., Inc.
-1.34%
-$14 
ESI Element Solutions Inc.
-1.34%
-$13.78 
MORN Morningstar, Inc.
-1.34%
-$8.38 
ON ON Semiconductor Corporation
-1.34%
-$19.7 
SFM Sprouts Farmers Market, Inc.
-1.32%
-$19.36 
VOYA Voya Financial Inc.
-1.29%
-$23.37 
CARG CarGurus, Inc.
-1.29%
-$6.63 
STE STERIS plc
-1.26%
-$22.68 
GFL GFL Environmental Inc.
-1.26%
-$91.85 
SAN Banco Santander S.A. Sponsored ADR
-1.26%
-$75.48 
ABNB Airbnb, Inc.
-1.26%
-$52.56 
TGT Target Corporation
-1.25%
-$95.55 
DECK Deckers Outdoor Corporation
-1.24%
-$1.07 
XMMO Invesco S&P MidCap Momentum ETF
-1.22%
-$5,364.62 
BUFQ FT Nasdaq Buffer ETF July.
-1.21%
-$798.7 
VWO Vanguard FTSE Emerging Markets ETF
-1.21%
-$19,902.01 
SCHE Schwab Emerging Markets Equity ETF
-1.2%
-$283.62 
CEG Constellation Energy Corporation
-1.2%
-$52.8 
GS The Goldman Sachs Group, Inc.
-1.18%
-$42.16 
IBM International Business Machines Corporation
-1.18%
-$511.5 
BXSL Blackstone Secured Lending Fund
-1.16%
-$34,002.36 
MSCI MSCI Inc.
-1.13%
-$52.08 
ODFL Old Dominion Freight Line, Inc.
-1.13%
-$19.17 
R Ryder System Inc.
-1.12%
-$37.66 
SCHM Schwab U.S. Mid-Cap ETF
-1.11%
-$15,287.97 
TMO Thermo Fisher Scientific Inc.
-1.11%
-$2,465.87 
SHW The Sherwin-Williams Company
-1.1%
-$81.84 
EVR Evercore Inc.
-1.08%
-$19.39 
GBDC Golub Capital BDC, Inc.
-1.06%
-$14,563.51 
GPN Global Payments Inc.
-1.06%
-$17.8 
EMR Emerson Electric Co.
-1.05%
-$1,041.39 
MGC Vanguard Mega Cap ETF
-1.05%
-$8,921.84 
CHKP Check Point Software Technologies Ltd.
-1.04%
-$18.75 
SCHX Schwab U.S. Large-Cap ETF
-1.02%
-$170.5 
WRBY Warby Parker Inc.
-1.02%
-$11.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.01%
-$1,006.08 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.01%
-$190.27 
LSTR Landstar System Inc.
-1%
-$24.15 
VOO Vanguard S&P 500 ETF
-0.99%
-$3,294.72 
CHE Chemed Corporation
-0.98%
-$25.25 
LEN Lennar Corporation
-0.98%
-$4.56 
MDT Medtronic plc
-0.96%
-$88.75 
SPY SPDR S&P 500 ETF Trust
-0.95%
-$3,207.57 
MTD Mettler-Toledo International Inc.
-0.94%
-$30.9 
SAP SAP SE Sponsored ADR
-0.94%
-$139.92 
CSL Carlisle Companies Inc.
-0.94%
-$12.56 
GKOS Glaukos Corporation
-0.93%
-$10.78 
TROW T. Rowe Price Group, Inc.
-0.93%
-$15.98 
VMI Valmont Industries, Inc.
-0.93%
-$12.54 
IVV iShares Core S&P 500 ETF
-0.93%
-$15,763.41 
XYLG Global X S&P 500 Covered Call & Growth ETF
-0.92%
-$5,161.2 
AZN AstraZeneca PLC American Depositary Shares
-0.92%
-$227.97 
KEX Kirby Corporation
-0.91%
-$18.75 
WWW Wolverine World Wide Inc.
-0.9%
-$3.42 
ECL Ecolab Inc.
-0.89%
-$7.74 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.88%
-$13,154.56 
ARCC Ares Capital Corporation
-0.87%
-$29,314.23 
REXR Rexford Industrial Realty, Inc.
-0.87%
-$2.56 
VT Vanguard Total World Stock ETF
-0.86%
-$23,847.59 
SFLR Innovator Equity Managed Floor ETF
-0.86%
-$1,049.24 
MMSI Merit Medical Systems, Inc.
-0.85%
-$6.84 
USFD US Foods Holding Corp
-0.84%
-$15.4 
MAIN Main Street Capital Corporation
-0.84%
-$3,664.57 
GPIX S&P 500 Core Premium Income Fund
-0.8%
-$5,082.3 
CGDV Capital Group Dividend Value ETF
-0.8%
-$103.89 
NVO Novo Nordisk A/S Sponsored ADR
-0.79%
-$38.44 
SPFF Global X SuperIncome Preferred Mutual Fund
-0.79%
-$1,849.26 
OLED Universal Display Corporation
-0.77%
-$7.87 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
-0.77%
-$693 
JCI Johnson Controls International plc
-0.77%
-$235.04 
CUZ Cousins Properties Incorporated
-0.76%
-$5.67 
NLY Annaly Capital Management, Inc.
-0.76%
-$7.7 
NVDA NVIDIA Corporation
-0.75%
-$869.82 
RVTY Revvity Inc.
-0.75%
-$12.82 
PRU Prudential Financial, Inc.
-0.75%
-$18.27 
GIII G-III Apparel Group, Ltd.
-0.74%
-$8.4 
VNO Vornado Realty Trust
-0.74%
-$6.12 
EOCT Innovator Emerging Markets Power Buffer ETF - October
-0.72%
-$325.25 
SYY Sysco Corporation
-0.72%
-$130.39 
MOAT VanEck Morningstar Wide Moat Fund
-0.71%
-$7,642.76 
BAH Booz Allen Hamilton Holding Corporation
-0.7%
-$3.12 
J Jacobs Solutions Inc.
-0.7%
-$5.94 
SPGP Invesco S&P 500 GARP ETF
-0.7%
-$3,794.32 
HUBB Hubbell Inc.
-0.68%
-$9.42 
BEPC Brookfield Renewable Corporation
-0.67%
-$4.49 
PDI Pimco Dynamic Income Fund
-0.66%
-$47.5 
KKR KKR & Co. Inc.
-0.65%
-$13.11 
OC Owens Corning
-0.64%
-$91.25 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.63%
-$517 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.62%
-$577.22 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.61%
-$6,214.95 
MS Morgan Stanley
-0.6%
-$171.6 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.59%
-$9,167 
VFL abrdn National Municipal Income Fund
-0.58%
-$1,557.66 
MCI Barings Corporate Investors
-0.57%
-$387.45 
GILD Gilead Sciences Inc.
-0.56%
-$20.12 
DD DuPont de Nemours, Inc.
-0.56%
-$8.03 
WST West Pharmaceutical Services, Inc.
-0.55%
-$12.62 
ALC Alcon Inc.
-0.55%
-$18.61 
UPS United Parcel Service, Inc.
-0.55%
-$3.75 
NPFE NPF Core Equity ETF
-0.54%
-$67,885.56 
VLTO Veralto Corporation
-0.54%
-$24.3 
NBIX Neurocrine Biosciences Inc.
-0.53%
-$10.22 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-0.53%
-$9,329.7 
VYX NCR Voyix Corp
-0.53%
-$0.6 
BUFR FT Vestladder Buffer ETF-USD I
-0.52%
-$1,045.98 
WSM Williams-Sonoma, Inc.
-0.5%
-$8.75 
PLD Prologis Inc.
-0.5%
-$12.6 
AMP Ameriprise Financial, Inc.
-0.49%
-$9.9 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.49%
-$102.5 
CAH Cardinal Health Inc.
-0.49%
-$8.72 
PHK PIMCO High Income Fund
-0.49%
-$4,043.02 
BBY Best Buy Co., Inc.
-0.49%
-$7.82 
RDVI FT Vest Rising Dividend Achievers Fund
-0.48%
-$2,869.56 
SDVD FT Vest Smid Rising Dividend Fund
-0.47%
-$242.87 
RACE Ferrari N.V.
-0.47%
-$86.48 
BXP Boston Properties, Inc.
-0.44%
-$4.94 
SNN Smith & Nephew plc ADR
-0.43%
-$6.5 
UBS UBS Group AG
-0.42%
-$30.2 
GWW W.W. Grainger, Inc.
-0.42%
-$105.36 
EXP Eagle Materials Inc.
-0.42%
-$3.55 
CFG Citizens Financial Group, Inc.
-0.41%
-$5.98 
WAB Wabtec Corporation
-0.41%
-$28.32 
UNP Union Pacific Corporation
-0.4%
-$1,788.7 
MCO Moody's Corporation
-0.4%
-$25.22 
BAC Bank of America Corporation
-0.4%
-$64.98 
CEV Eaton Vance California Municipal Income Trust
-0.39%
-$749.08 
ROP Roper Technologies Inc.
-0.38%
-$2.88 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.37%
-$4,607.28 
PRF Invesco FTSE RAFI US 1000 ETF
-0.36%
-$5,495.8 
GEHC GE HealthCare Technologies Inc.
-0.35%
-$0.5 
EPRF Innovator S&P Investment Grade Preferred ETF
-0.35%
-$2,284.26 
CTVA Corteva Inc.
-0.35%
-$3.02 
BAB Invesco Taxable Municipal Bond ETF
-0.35%
-$2,528.64 
AVY Avery Dennison Corporation
-0.35%
-$5.49 
DSU BlackRock Debt Strategies Fund Inc.
-0.35%
-$2,967.93 
ABT Abbott Laboratories
-0.34%
-$28.08 
RITM Rithm Capital Corp.
-0.34%
-$1.92 
VST Vistra Corp
-0.34%
-$26.52 
FIVE Five Below, Inc.
-0.34%
-$1.5 
CVS CVS Health Corporation
-0.34%
-$133.92 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-0.33%
-$1,572.51 
TKO Tko Group Holdings Inc.
-0.32%
-$15.39 
ALLE Allegion plc
-0.31%
-$2.91 
OCTH Innovator Defined Outcome ETF - October Series
-0.31%
-$2,388.36 
JULH Innovation Premium Inc. 2020 Barrier - July
-0.3%
-$2,353.65 
AOS A. O. Smith Corporation
-0.29%
-$3.23 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.28%
-$12.18 
QALT SEI DBi Multi-Strategy Alternative ETF
-0.27%
-$28.35 
YSEP FT Vident International Equity Fund
-0.27%
-$145.5 
KRC Kilroy Realty Corporation
-0.26%
-$3.24 
QGEN QIAGEN N.V.
-0.26%
-$2.28 
WTM White Mountains Insurance Group Ltd.
-0.26%
-$5.55 
MA Mastercard Incorporated
-0.25%
-$48.36 
SCHF Schwab International Equity ETF
-0.24%
-$263.64 
PFD Flaherty & Crumrine Preferred and Income Fund
-0.24%
-$37.45 
CGIE Capital Group International Equity ETF
-0.23%
-$72.25 
BALT Inn Defined Wealth Shield Mutual Fund
-0.23%
-$7,847.76 
COR Cencora, Inc.
-0.22%
-$78.28 
CTAS Cintas Corporation
-0.22%
-$6.9 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.21%
-$4,045.2 
SOLS Sollensys Corp
-0.21%
-$0.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.21%
-$6,382.9 
JEPI JPMorgan Equity Premium Income Fund
-0.2%
-$4,433.71 
WELL Welltower Inc.
-0.2%
-$797.59 
AEM Agnico Eagle Mines Limited
-0.19%
-$87.5 
ADI Analog Devices, Inc.
-0.18%
-$37.96 
SNY Sanofi American Depositary Receipt
-0.17%
-$7.35 
MAA Mid-America Apartment Communities, Inc.
-0.17%
-$3 
URBN Urban Outfitters Inc.
-0.17%
-$2.4 
FR First Industrial Realty Trust Inc.
-0.17%
-$2.8 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.17%
-$1,750.37 
CHD Church & Dwight Co., Inc.
-0.17%
-$3.06 
BSX Boston Scientific Corporation
-0.16%
-$13.16 
TEL TE Connectivity plc
-0.16%
-$3.02 
NATL NCR Atleos Corporation
-0.15%
-$0.49 
EDV Vanguard Extended Duration Treasury ETF
-0.15%
-$34.34 
PNR Pentair plc
-0.13%
-$0.56 
IGI Western Asset Investment Grade Opportunity Fund
-0.13%
-$1,168.8 
EHC Encompass Health Corporation
-0.13%
-$4.12 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.12%
-$324.4 
VAC Marriott Vacations Worldwide Corporation
-0.12%
-$2.99 
FHB First Hawaiian, Inc.
-0.11%
-$1 
VIG Vanguard Dividend Appreciation ETF
-0.11%
-$4,415.96 
AXP American Express Company
-0.1%
-$4.48 
PHM PulteGroup Inc.
-0.1%
-$1.96 
APRH Innovative Premium Income Fund April Series
-0.1%
-$784.52 
PREF Principal Spectrum Preferred Securities Active ETF
-0.08%
-$126.45 
JPLD JPMorgan Limited Duration ETF
-0.08%
-$4,629.52 
PML PIMCO Municipal Income Fund II
-0.07%
-$383.62 
BWXT Bwx Technologies Inc.
-0.05%
-$0.49 
JHG Janus Henderson Group plc
-0.04%
-$0.48 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
-0.02%
-$431.84 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5747 | Longs Won 3221/5747 56% | Profit Factor 4.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $166,191.02 |
| Average Win $20,953.2 | Best Trade (Jun 30) $9.15M | Sharpe Ratio -53.91 |
| Average Loss -$5,750.82 | Worst Trade (Jun 30) -$1.45M | Z-Score -16.12 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w | Expectancy $9,215.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 14 | $1,595.73 | $2,419.34 | - | $823.61 | 51.61% | -1.561% |
| AAPL Apple Inc. | 7,727 | $1.91M | $2.65M | - | $742,790.95 | 38.91% | +0.351% |
| ABBV AbbVie Inc. | 101 | $21,408.13 | $28,808.23 | - | $7,400.1 | 34.57% | +0.646% |
| ABNB Airbnb, Inc. | 24 | $3,030.62 | $4,130.16 | - | $1,099.54 | 36.28% | -1.257% |
| ABT Abbott Laboratories | 78 | $8,008.35 | $8,136.96 | - | $128.61 | 1.61% | -0.344% |
| ABVX Abivax SA ADR | 19 | $2,115.74 | $1,667.12 | - | -$448.62 | -21.2% | -5.02% |
| ACAD Acadia Pharmaceuticals Inc. | 141 | $3,139 | $2,715.66 | - | -$423.34 | -13.49% | -2.283% |
| ACM Aecom | 9 | $763 | $531.81 | - | -$231.19 | -30.3% | 0.0 |
| ACN Accenture plc Class A | 9 | $1,784.61 | $2,027.7 | - | $243.09 | 13.62% | +0.169% |
| ADBE Adobe Inc. | 549 | $228,362.85 | $134,568.13 | - | -$93,794.72 | -41.07% | -2.605% |
| ADI Analog Devices, Inc. | 52 | $16,543.31 | $20,967.44 | - | $4,424.13 | 26.74% | -0.181% |
| ADP Automatic Data Processing Inc. | 32 | $6,501.86 | $9,162.56 | - | $2,660.7 | 40.92% | +0.238% |
| AEE Ameren Corporation | 39 | $4,276.65 | $4,121.91 | - | -$154.74 | -3.62% | +1.86% |
| AEM Agnico Eagle Mines Limited | 250 | $19,552.5 | $46,802.5 | - | $27,250 | 139.37% | -0.187% |
| AEP American Electric Power Company, Inc. | 27 | $3,539.05 | $3,418.2 | - | -$120.85 | -3.41% | +1.859% |
| AFL Aflac Inc. | 31 | $3,401.01 | $3,686.21 | - | $285.2 | 8.39% | +0.729% |
| AGO Assured Guaranty Ltd. | 24 | $1,955.43 | $1,693.68 | - | -$261.75 | -13.39% | +1.016% |
| AIG American International Group Inc. | 74 | $5,568.65 | $5,922.96 | - | $354.31 | 6.36% | +1.163% |
| AJG Arthur J. Gallagher & Co. | 39 | $8,446.64 | $9,825.27 | - | $1,378.63 | 16.32% | +0.732% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 61 | $6,685.68 | $17,507 | - | $10,821.32 | 161.86% | -4.961% |
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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 - $344,839.57, Global Payments Inc - $313,980.94, 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 $9.75M earned over time. The largest contributors to dividend income include Janus Henderson AAA CLO ETF - $831,820.64, FT Vest Rising Dividend Achievers Fund - $389,369.53, JPMorgan Equity Premium Income Fund - $357,839.9, JPMorgan Nasdaq Equity Premium Income ETF - $347,257.81, and Blackstone Secured Lending Fund - $278,091.66. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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 is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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