Kathryn Miceli Portfolio
Invests via Kiely Wealth Advisory Group, Inc. | Managed by Kathryn Miceli
Invests via Kiely Wealth Advisory Group, Inc.
Managed by Kathryn Miceli
Automatically Tracked
Kathryn Miceli Profile
Seasoned credit and distressed-debt specialist with operational experience in alternative asset management and portfolio construction. Kathryn Miceli is a senior investment professional focused on event-driven and credit opportunities, combining trading and risk-management experience to source relative-value situations and distressed credits for institutional investors.
Seasoned credit and distressed-debt specialist with operational experience in alternative asset management and portfolio construction. Kathryn Miceli is a senior investment professional focused on event-driven and credit opportunities, combining trading and risk-management experience to source relative-value situations and distressed credits for institutional investors.
Investment Philosophy & Strategy
Combines opportunistic, event‑driven credit investing with disciplined risk management, targeting mispriced corporate and stressed-credit situations where identifiable catalysts enable recovery. Pursues relative‑value and distressed-debt positions across capital structures, allocating capital to idiosyncratic workouts, restructurings, and secondary trading opportunities with a medium-to-short-to-medium horizon driven by catalyst timelines. Emphasizes capital preservation through position-sizing, hedging and active liquidity management, employs selective leverage, and leverages operational insight to accelerate value realization and downside mitigation.
Combines opportunistic, event‑driven credit investing with disciplined risk management, targeting mispriced corporate and stressed-credit situations where identifiable catalysts enable recovery. Pursues relative‑value and distressed-debt positions across capital structures, allocating capital to idiosyncratic workouts, restructurings, and secondary trading opportunities with a medium-to-short-to-medium horizon driven by catalyst timelines. Emphasizes capital preservation through position-sizing, hedging and active liquidity management, employs selective leverage, and leverages operational insight to accelerate value realization and downside mitigation.
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:
0.5%
Gain
Monthly
0.02%
Yearly
0.2%
Drawdown
14.25%
$171.81M
Equity
Holdings
$171.81M
Investment
$143.42M
$29.24M
Profit +$263,180.05
Realized
$857,625.88
Unrealized
$28.39M
Dividends
$12.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$263,180.05
Win %
78%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$21,308.43
Win %
78%
This Month
Compared to last month
Gain
0.21%
Profit
$352,414.31
Win %
78%
This Year
Compared to last year
Gain
5.98%
Profit
$9.69M
Win %
78%
ABT Abbott Laboratories
+11.19%
+$329.67 
JBHT J.B. Hunt Transport Services, Inc.
+6.61%
+$730.18 
IT Gartner Inc.
+5.89%
+$173.36 
INTU Intuit Inc.
+5.62%
+$440.3 
VRSK Verisk Analytics Inc.
+5.14%
+$443.7 
UHS Universal Health Services, Inc.
+4.61%
+$5,464 
BLKB Blackbaud Inc.
+4.58%
+$4,523.67 
ACN Accenture plc Class A
+4.52%
+$340.45 
FDS FactSet Research Systems Inc.
+4.36%
+$120.56 
BIIB Biogen Inc.
+4.31%
+$2,099.5 
WM Waste Management, Inc.
+4.25%
+$742.5 
BSX Boston Scientific Corporation
+4.21%
+$90.5 
SYK Stryker Corporation
+4.17%
+$11,484 
TRU TransUnion
+4.12%
+$316.8 
MORN Morningstar, Inc.
+4.03%
+$136.51 
ATR AptarGroup, Inc.
+3.92%
+$202.4 
ESNT Essent Group Ltd.
+3.84%
+$322.74 
ITW Illinois Tool Works Inc.
+3.75%
+$438.17 
JKHY Jack Henry & Associates, Inc.
+3.74%
+$105.45 
DEO Diageo plc Sponsored ADR
+3.63%
+$244.93 
TFX Teleflex Incorporated
+3.63%
+$114.72 
AHR American Healthcare REIT, Inc.
+3.61%
+$3,972.56 
RSG Republic Services, Inc.
+3.61%
+$1,568 
MDT Medtronic plc
+3.6%
+$580 
FIS Fidelity National Information Services, Inc.
+3.58%
+$113.19 
SBH Sally Beauty Holdings Inc.
+3.51%
+$57.2 
MRK Merck & Co., Inc.
+3.51%
+$2,604 
ZTS Zoetis Inc.
+3.47%
+$219.72 
ADBE Adobe Inc.
+3.45%
+$340.78 
ADP Automatic Data Processing Inc.
+3.44%
+$884.52 
SOLV Solventum Corporation
+3.41%
+$61.41 
OTIS Otis Worldwide Corporation
+3.36%
+$373.45 
NKE Nike, Inc. - Class B
+3.35%
+$3,498.53 
AWK American Water Works Company, Inc.
+3.34%
+$142.23 
SJM The J.M. Smucker Company
+3.33%
+$39.93 
MPT Medical Properties Trust, Inc.
+3.31%
+$15.5 
GGG Graco Inc.
+3.29%
+$130.68 
TMP Tompkins Financial Corporation
+3.26%
+$11,735.19 
WEX Wex Inc.
+3.24%
+$122.64 
VLTO Veralto Corporation
+3.23%
+$94.08 
AZO AutoZone Inc.
+3.2%
+$15,694.8 
VTRS Viatris Inc.
+3.15%
+$100.28 
UNH UnitedHealth Group Incorporated
+3.12%
+$2,086.4 
AON Aon plc
+3.01%
+$74.83 
ABBV AbbVie Inc.
+3.01%
+$249.56 
SBUX Starbucks Corporation
+3%
+$2,560.95 
O Realty Income Corporation
+2.98%
+$269.56 
MDLZ Mondelez International, Inc.
+2.96%
+$5,011.2 
IBM International Business Machines Corporation
+2.94%
+$4,679.07 
VNT Vontier Corporation
+2.86%
+$14.45 
LGIH LGI Homes Inc.
+2.84%
+$160.07 
CSX CSX Corporation
+2.82%
+$1,464.96 
CPRT Copart Inc.
+2.81%
+$165.35 
ADC Agree Realty Corporation
+2.8%
+$1,033.12 
LOW Lowe's Companies Inc.
+2.79%
+$8,935.2 
CL Colgate-Palmolive Company
+2.75%
+$1,008 
PM Philip Morris International Inc.
+2.69%
+$2,807.11 
VZ Verizon Communications Inc.
+2.67%
+$2,323.2 
AMGN Amgen Inc.
+2.67%
+$14,884.85 
CMCSA Comcast Corp
+2.66%
+$1,167.03 
INGN Inogen Inc.
+2.65%
+$2.21 
CP Canadian Pacific Kansas City Limited
+2.62%
+$237 
TJX The TJX Companies, Inc.
+2.62%
+$264.65 
MCD McDonald's Corporation
+2.59%
+$2,112.88 
SHOP Shopify Inc.
+2.57%
+$254.4 
T AT&T Inc.
+2.57%
+$228.8 
HE Hawaiian Electric Industries Inc.
+2.56%
+$34.5 
PEP PepsiCo, Inc.
+2.56%
+$10,504.56 
TSCO Tractor Supply Company
+2.5%
+$755 
MA Mastercard Incorporated
+2.46%
+$526.4 
KMB Kimberly-Clark Corporation
+2.44%
+$728 
FTV Fortive Corporation
+2.43%
+$83.88 
MO Altria Group, Inc.
+2.42%
+$709.65 
CSL Carlisle Companies Inc.
+2.39%
+$304.14 
KO The Coca-Cola Company
+2.33%
+$1,034.88 
PRU Prudential Financial, Inc.
+2.33%
+$192.6 
COST Costco Wholesale Corporation
+2.29%
+$1,826.13 
FICO Fair Isaac Corporation
+2.26%
+$489.78 
ZION Zions Bancorporation, National Association
+2.24%
+$240.01 
WMT Walmart Inc.
+2.21%
+$7,096.5 
RWR SPDR Dow Jones REIT ETF
+2.2%
+$251 
DOV Dover Corporation
+2.06%
+$4,365 
SYY Sysco Corporation
+2.05%
+$124.12 
TFC Truist Financial Corporation
+2.04%
+$868.32 
ANIP Ani Pharmaceuticals Inc.
+2.04%
+$1.65 
CHE Chemed Corporation
+2.02%
+$59.76 
IEX IDEX Corporation
+2%
+$236.91 
HD The Home Depot, Inc.
+1.99%
+$5,045.6 
DOC Healthpeak Properties, Inc.
+1.98%
+$172 
TGT Target Corporation
+1.97%
+$2,861.44 
V Visa Inc. Class A
+1.96%
+$1,915.38 
CDW CDW Corporation
+1.95%
+$170.51 
DIS The Walt Disney Company
+1.92%
+$3,636.3 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.9%
+$5,400.01 
MSFT Microsoft Corp.
+1.89%
+$44,724.31 
NVO Novo Nordisk A/S Sponsored ADR
+1.86%
+$163.56 
SCHH Schwab U.S. REIT ETF
+1.85%
+$40.05 
COLM Columbia Sportswear Company
+1.85%
+$36.27 
KD Kyndryl Holdings Inc.
+1.83%
+$20.43 
RNG RingCentral Inc.
+1.83%
+$13.43 
GILD Gilead Sciences Inc.
+1.78%
+$63.17 
CHKP Check Point Software Technologies Ltd.
+1.76%
+$118.83 
PG Procter & Gamble Co
+1.76%
+$4,700.78 
BMY Bristol-Myers Squibb Company
+1.74%
+$350.88 
ICE Intercontinental Exchange, Inc.
+1.72%
+$60 
DHS WisdomTree U.S. High Dividend Fund
+1.7%
+$252.85 
SEIC SEI Investments Company
+1.69%
+$124.5 
VNQ Vanguard Real Estate ETF
+1.69%
+$151.8 
IJS iShares S&P Small-Cap 600 Value ETF
+1.55%
+$4,031.19 
DVY iShares Select Dividend ETF
+1.52%
+$4,526.66 
MGA Magna International Inc.
+1.52%
+$53.27 
CTVA Corteva Inc.
+1.4%
+$597.24 
AAPL Apple Inc.
+1.4%
+$10,764.98 
VTWV Vanguard Russell 2000 Value Index Fund
+1.39%
+$7,342.18 
MKL Markel Group Inc.
+1.37%
+$79.05 
L Loews Corporation
+1.34%
+$362.4 
BIO Bio-Rad Laboratories Inc.
+1.31%
+$38.85 
HIG The Hartford Insurance Group, Inc.
+1.29%
+$1.73 
DON WisdomTree U.S. MidCap Dividend Fund
+1.27%
+$21,093.12 
EMR Emerson Electric Co.
+1.25%
+$56.43 
ET Energy Transfer L.P.
+1.23%
+$3,151.19 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.21%
+$8,086.97 
DHR Danaher Corporation
+1.19%
+$229.44 
UBER Uber Technologies, Inc.
+1.18%
+$32.68 
EXC Exelon Corporation
+1.18%
+$178.2 
WAB Wabtec Corporation
+1.17%
+$51.51 
RWK Invesco S&P Midcap 400 Revenue ETF
+1.16%
+$54.72 
FDX FedEx Corporation
+1.15%
+$360 
MMM 3M Company
+1.15%
+$174.8 
CVX Chevron Corporation
+1.11%
+$896.88 
PFE Pfizer Inc.
+1.11%
+$423.23 
LLY Eli Lilly and Company
+1.06%
+$4,287.5 
ED Consolidated Edison, Inc.
+1.05%
+$41.76 
CARR Carrier Global Corporation
+1.04%
+$220.22 
FNDA Schwab Fundamental U.S. Small Company ETF
+1.02%
+$149.38 
NVS Novartis AG Sponsored ADR
+1.02%
+$1,285.44 
WFC Wells Fargo & Company
+0.97%
+$169 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$2,184.3 
IWS iShares Russell Mid-Cap Value ETF
+0.91%
+$1,491.63 
XOM Exxon Mobil Corporation
+0.89%
+$1,185.28 
USMV iShares MSCI USA Min Vol Factor ETF
+0.85%
+$57.87 
VOE Vanguard Mid-Cap Value ETF
+0.85%
+$6,160.16 
PHK PIMCO High Income Fund
+0.84%
+$6.29 
PNW Pinnacle West Capital Corporation
+0.83%
+$66.75 
RPV Invesco S&P 500 Pure Value ETF
+0.82%
+$70.08 
DUK Duke Energy Corporation
+0.82%
+$3,662.12 
IVE ISHARES S&P 500 VALUE ETF
+0.8%
+$1,160.22 
XLE Energy Select Sector SPDR Fund
+0.79%
+$247.42 
VAC Marriott Vacations Worldwide Corporation
+0.78%
+$35.1 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$206,514.8 
VOOV Vanguard S&P 500 Value ETF
+0.74%
+$19,147.8 
RXI iShares Global Consumer Discretionary ETF
+0.73%
+$64.94 
MAR Marriott International Inc. - Class A
+0.66%
+$1,152.44 
COP ConocoPhillips
+0.64%
+$71.5 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.63%
+$9.95 
TDY Teledyne Technologies Incorporated
+0.62%
+$30.88 
VIG Vanguard Dividend Appreciation ETF
+0.61%
+$979.71 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.57%
+$655.56 
HON Honeywell International Inc.
+0.56%
+$11.18 
AXP American Express Company
+0.51%
+$1,095.01 
DAL Delta Air Lines, Inc.
+0.48%
+$45.05 
JNJ Johnson & Johnson
+0.46%
+$2,092.65 
MDY SPDR S&P MidCap 400 ETF Trust
+0.46%
+$374.25 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$420.09 
NFLX Netflix, Inc.
+0.41%
+$103.7 
VTV Vanguard Value ETF
+0.41%
+$227.7 
LIN Linde plc
+0.4%
+$108.12 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$1,984.97 
PNC The PNC Financial Services Group, Inc.
+0.38%
+$1,430.4 
PRF Invesco FTSE RAFI US 1000 ETF
+0.38%
+$12.3 
AMZN Amazon.com Inc
+0.37%
+$5,170 
EL The Estée Lauder Companies Inc. Class A
+0.36%
+$9.9 
QGEN QIAGEN N.V.
+0.34%
+$10.86 
AYI Acuity Brands Inc.
+0.31%
+$17.85 
VB Vanguard Small-Cap ETF
+0.31%
+$2,002.62 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$67.62 
PACH Pioneer Acquisition I Corp
+0.28%
+$1.69 
MGV Vanguard Mega Cap Value ETF
+0.28%
+$40.48 
XLF Financial Select Sector SPDR Fund
+0.28%
+$48 
GOOG Alphabet Inc
+0.28%
+$2,437.11 
TECH Bio-Techne Corporation
+0.27%
+$199.12 
AEP American Electric Power Company, Inc.
+0.24%
+$24.64 
HPQ HP Inc.
+0.23%
+$1.81 
GOOGL Alphabet Inc
+0.21%
+$1,844.4 
PAXS PIMCO Access Income Fund
+0.21%
+$7.59 
DFUV Dimensional US Marketwide Value ETF
+0.19%
+$1,170.75 
BAC Bank of America Corporation
+0.18%
+$148.61 
IYG iShares U.S. Financial Services ETF
+0.16%
+$4.18 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.13%
+$8.62 
IWM iShares Russell 2000 ETF
+0.1%
+$215.45 
CME CME Group Inc.
+0.09%
+$308.01 
VTWO Vanguard Russell 2000 ETF
+0.08%
+$5,351.6 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$766.74 
SCHW Charles Schwab Corporation
+0.08%
+$426.08 
IYF iShares U.S. Financials ETF
+0.07%
+$10.8 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.04%
+$270.98 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$0.4 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$1,584.83 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$15.3 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$912.38 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$4,360.65 
63974H204
0%
$0 
ANSS Ansys, Inc.
0%
$0 
AZN
0%
$0 
DFS Discover Financial Services
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EXAS Exact Sciences Corp
0%
$0 
MASI Masimo Corporation
0%
$0 
NKLA Nikola Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
PARA Paramount Global
-6.04%
-$73.13 
INTC Intel Corporation
-5.87%
-$33,517 
CC Chemours Co.
-4.54%
-$318.36 
ORCL Oracle Corporation
-4.29%
-$8,535 
GS The Goldman Sachs Group, Inc.
-4.28%
-$1,231.75 
AVGO Broadcom Inc.
-4.2%
-$1,325.6 
ETN Eaton Corporation plc
-4.18%
-$293.25 
MPWR Monolithic Power Systems, Inc.
-4.13%
-$3,072.57 
NXPI NXP Semiconductors N.V.
-3.58%
-$170 
CSCO Cisco Systems, Inc.
-3.56%
-$24,001.65 
TXN Texas Instruments Inc
-3.54%
-$2,878.2 
CAT Caterpillar Inc.
-3.36%
-$7,683.75 
CEG Constellation Energy Corporation
-3.06%
-$1,311.4 
RIO Rio Tinto Plc Sponsored ADR
-3.02%
-$121.47 
MTUM iShares MSCI USA Momentum Factor ETF
-2.85%
-$21,220.68 
AIA iShares Asia 50 ETF
-2.69%
-$2,674.94 
RPG Invesco S&P 500 Pure Growth ETF
-2.67%
-$1,138.25 
EEM iShares MSCI Emerging Markets ETF
-2.03%
-$1,901.9 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$919.42 
EBAY eBay Inc.
-1.87%
-$1,684 
VGT Vanguard Information Technology ETF
-1.85%
-$4,327.24 
BST BlackRock Science and Technology Trust
-1.84%
-$174.87 
CNC Centene Corporation
-1.8%
-$26.4 
META Meta Platforms Inc Class A
-1.71%
-$1,697.98 
GLD SPDR Gold Shares
-1.68%
-$131.25 
IAU iShares Gold Trust
-1.64%
-$9,726.25 
C Citigroup Inc.
-1.64%
-$110.4 
TSLA Tesla, Inc.
-1.51%
-$1,424.44 
BNY BlackRock New York Municipal Income Trust
-1.48%
-$4,521.76 
IWF iShares Russell 1000 Growth ETF
-1.41%
-$3,252.68 
PANW Palo Alto Networks, Inc.
-1.35%
-$715.5 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.32%
-$127.68 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$46,897.92 
IWP iShares Russell Mid-Cap Growth ETF
-1.31%
-$565.18 
WBD Warner Bros. Discovery, Inc.
-1.3%
-$35.5 
VOT Vanguard Mid-Cap Growth ETF
-1.24%
-$8,748.99 
RTX RTX Corporation
-1.2%
-$646.25 
AER AerCap Holdings N.V.
-1.18%
-$116.92 
DD DuPont de Nemours, Inc.
-1.16%
-$541.04 
VOOG Vanguard S&P 500 Growth ETF
-1.13%
-$4,570.02 
VTWG Vanguard Russell 2000 Growth ETF
-1.13%
-$4,664.03 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.11%
-$59.73 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$1,288.95 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.08%
-$223.5 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-1.07%
-$14.25 
VBK Vanguard Small-Cap Growth ETF
-1.06%
-$3,718.5 
ALGN Align Technology, Inc.
-1.05%
-$66.48 
LHX L3Harris Technologies, Inc.
-1.04%
-$1,204.87 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
-1.02%
-$70.59 
RYT Invesco S&P 500 Equal Weight ETF
-1.02%
-$311.24 
VEU Vanguard FTSE All-World ex-US ETF
-0.98%
-$1,665.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$294.8 
CCI Crown Castle Inc.
-0.93%
-$104.34 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.92%
-$44.17 
PEG Public Service Enterprise Group Incorporated
-0.9%
-$905.04 
BA Boeing Company
-0.88%
-$378.18 
MGK Vanguard Mega Cap Growth ETF
-0.85%
-$1,014.6 
VUG Vanguard Growth ETF
-0.81%
-$356.07 
BKNG Booking Holdings Inc.
-0.77%
-$35.25 
WRB W.R. Berkley Corporation
-0.74%
-$301.6 
FNDF Schwab Fundamental International Large Company Index ETF
-0.7%
-$106.12 
EFA iShares MSCI EAFE ETF
-0.69%
-$187.05 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$266.5 
SCHA Schwab U.S. Small-Cap ETF
-0.62%
-$112.66 
TEL TE Connectivity plc
-0.62%
-$40.92 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.61%
-$113 
FELC Fidelity Enhanced Large Cap Core ETF
-0.48%
-$827.17 
PTEU Pacer Trendpilot European ETF
-0.42%
-$303.24 
MFM MFS Municipal Income Trust
-0.36%
-$22.58 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.36%
-$908.5 
ISD PGIM High Yield Bond Fund, Inc.
-0.35%
-$16.7 
JPM JPMorgan Chase & Co.
-0.35%
-$2,658.36 
VIS Vanguard Industrials ETF
-0.3%
-$132.48 
IVV iShares Core S&P 500 ETF
-0.29%
-$356.16 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$843.15 
NEE NextEra Energy, Inc.
-0.28%
-$229 
VOO Vanguard S&P 500 ETF
-0.28%
-$27,276.6 
VGK Vanguard FTSE Europe ETF
-0.27%
-$31.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.27%
-$657.8 
NICE Nice Ltd. Sponsored ADR
-0.26%
-$5.98 
BLK BlackRock, Inc.
-0.25%
-$1,260.84 
PGR Progressive Corporation
-0.25%
-$226.72 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$459.42 
PTLC Pacer Trendpilot US Large Cap ETF
-0.23%
-$377.32 
FNDC Schwab Fundamental International Small Company Index ETF
-0.21%
-$20.68 
VXF Vanguard Extended Market ETF
-0.2%
-$38.48 
SRE Sempra
-0.18%
-$13.26 
NUE Nucor Corporation
-0.18%
-$12.9 
DOW Dow Inc.
-0.15%
-$9.68 
IEF iShares 7-10 Year Treasury Bond ETF
-0.13%
-$188.5 
XLU Utilities Select Sector SPDR Fund
-0.1%
-$33.21 
SPIP SPDR Portfolio TIPS ETF
-0.1%
-$9.82 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$3,499.31 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.05%
-$6.54 
DSL DoubleLine Income Solutions Fund
-0.05%
-$8.51 
DNP DNP Select Income Fund Inc.
-0.04%
-$2.3 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$1.89 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$377.76 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$16.57 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$3.48 
VO Vanguard Mid-Cap ETF
-0.03%
-$3,882.01 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$1.65 Events
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Dividends
Dividend Analysis
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| Trades 539 | Longs Won 395/539 73% | Profit Factor 33.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $375,484.86 |
| Average Win $76,335.19 | Best Trade (Jul 17) $6.82M | Sharpe Ratio -22.79 |
| Average Loss -$6,305.86 | Worst Trade (Jul 10) -$173,551.07 | Z-Score 16.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w | Expectancy $54,256.69 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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Returns
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