Jane Bortnem Portfolio
Invests via Cherry Tree Wealth Management, LLC | Managed by John O’Connor, Conner Kolodge, Jared Konen, Eric Annett, Keith Tufte, Chelsea Tufte, Justin Frys
Invests via Cherry Tree Wealth Management, LLC
Managed by John O’Connor, Conner Kolodge, Jared Konen, Eric Annett, Keith Tufte, Chelsea Tufte, Justin Frys
Automatically Tracked
Jane Bortnem Profile
Veteran healthcare and consumer technology operator turned investor with experience scaling growth-stage companies and advising boards on commercial strategy and go-to-market execution. Jane Bortnem has led marketing and product functions at venture-backed startups and served as an executive-in-residence and angel investor, focusing on customer acquisition, retention economics and category expansion. Market relevance centers on growth equity and early-stage rounds where operational playbooks and customer-driven scaling drive valuation upside.
Veteran healthcare and consumer technology operator turned investor with experience scaling growth-stage companies and advising boards on commercial strategy and go-to-market execution. Jane Bortnem has led marketing and product functions at venture-backed startups and served as an executive-in-residence and angel investor, focusing on customer acquisition, retention economics and category expansion. Market relevance centers on growth equity and early-stage rounds where operational playbooks and customer-driven scaling drive valuation upside.
Investment Philosophy & Strategy
Focuses on growth-stage healthcare and consumer technology companies where operator-led capital accelerates customer acquisition and retention-driven revenue. Prefers early growth equity and seed rounds, underwriting opportunities through unit-economics, payback period and category expansion potential. Deploys smaller, active checks coupled with board or advisor roles to drive go-to-market execution, product-market fit and scalable acquisition channels. Time horizon is multi-year, value creation through commercial scaling and disciplined follow-on allocation to protect ownership and upside.
Focuses on growth-stage healthcare and consumer technology companies where operator-led capital accelerates customer acquisition and retention-driven revenue. Prefers early growth equity and seed rounds, underwriting opportunities through unit-economics, payback period and category expansion potential. Deploys smaller, active checks coupled with board or advisor roles to drive go-to-market execution, product-market fit and scalable acquisition channels. Time horizon is multi-year, value creation through commercial scaling and disciplined follow-on allocation to protect ownership and upside.
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:
36.56%
Gain -0.36%
Monthly
0.83%
Yearly
10.44%
Drawdown
11.68%
$513.77M
Equity
Holdings
$513.77M
Investment
$399.04M
$123.71M
Profit -$1.6M
Realized
$8.98M
Unrealized
$114.74M
Dividends
$38.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$1.6M
Win %
74%
This Week
Compared To Last Week
Gain
0.04%
Profit
$182,479.14
Win %
74%
This Month
Compared to last month
Gain
-0.31%
Profit
-$1.6M
Win %
74%
This Year
Compared to last year
Gain
8.69%
Profit
$41.06M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$83,128.3 
ETN Eaton Corporation plc
+7.32%
+$707.75 
GOOG Alphabet Inc
+6.88%
+$57,608.76 
GOOGL Alphabet Inc
+6.73%
+$77,251.86 
WY Weyerhaeuser Company
+6.51%
+$1,921.68 
NVT nVent Electric plc
+6.24%
+$1,670.55 
NVDL Graniteshares 2x Long Nvidia Daily ETF
+5.83%
+$7,707.96 
ANET Arista Networks, Inc.
+5.46%
+$2,780.34 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$296.5 
FTNT Fortinet Inc.
+4.99%
+$38.5 
SOLS Sollensys Corp
+4.84%
+$155.68 
SNPS Synopsys, Inc.
+4.41%
+$1,018.66 
UI Ubiquiti Inc.
+4.37%
+$582.25 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$296 
META Meta Platforms Inc Class A
+3.28%
+$3,058.64 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$342.79 
MSFT Microsoft Corp.
+3.02%
+$108,755.62 
NVDA NVIDIA Corporation
+2.93%
+$51,789.76 
STRL Sterling Infrastructure, Inc.
+2.76%
+$368.92 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.63%
+$897 
CVX Chevron Corporation
+2.35%
+$2,178.64 
MRVL Marvell Technology, Inc.
+2.32%
+$1,290.78 
GLW Corning Incorporated
+2.24%
+$1,166.55 
CDNS Cadence Design Systems, Inc.
+2.16%
+$21.6 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$404.25 
QGRW WisdomTree U.S. Quality Growth Fund
+2.15%
+$68.5 
CSCO Cisco Systems, Inc.
+2.14%
+$4,553.82 
LNG Cheniere Energy Inc.
+2.13%
+$22.04 
JCI Johnson Controls International plc
+1.93%
+$347.5 
HAL Halliburton Company
+1.93%
+$30.5 
ROK Rockwell Automation, Inc.
+1.93%
+$18.14 
PANW Palo Alto Networks, Inc.
+1.89%
+$36.9 
CRM Salesforce Inc
+1.83%
+$9.93 
ORCL Oracle Corporation
+1.81%
+$847.77 
ARW Arrow Electronics Inc.
+1.75%
+$212.04 
ZTS Zoetis Inc.
+1.66%
+$1,433.88 
KMI Kinder Morgan, Inc.
+1.64%
+$123.24 
VOLT Tema Electrification Fund
+1.62%
+$194.11 
HPE Hewlett Packard Enterprise Company
+1.61%
+$23.56 
ACN Accenture plc Class A
+1.61%
+$665.39 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$631.35 
BSX Boston Scientific Corporation
+1.59%
+$45.99 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$111.22 
CDW CDW Corporation
+1.55%
+$6.75 
HPQ HP Inc.
+1.53%
+$12.71 
VZ Verizon Communications Inc.
+1.52%
+$632.8 
SAP SAP SE Sponsored ADR
+1.51%
+$660.34 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$357.84 
SUSL iShares ESG MSCI USA Leaders ETF
+1.47%
+$189.24 
ADAM Adamas Trust, Inc.
+1.45%
+$0.78 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$91.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$201.6 
NOC Northrop Grumman Corporation
+1.43%
+$114.45 
PH Parker-Hannifin Corporation
+1.43%
+$1,099.2 
GE General Electric Company
+1.42%
+$326.95 
MTUS Metallus Inc.
+1.41%
+$18.48 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$928.86 
KLAC KLA Corporation
+1.38%
+$298.8 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$175.68 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$202.3 
PXI Invesco Dorsey Wright Energy ETF
+1.26%
+$962 
CMCSA Comcast Corp
+1.23%
+$270.86 
HACK Amplify Cybersecurity ETF
+1.2%
+$190.5 
WFC Wells Fargo & Company
+1.19%
+$3,650.58 
AMAT Applied Materials, Inc.
+1.18%
+$1,557.61 
ONL Orion Office REIT Inc.
+1.15%
+$0.15 
ITW Illinois Tool Works Inc.
+1.15%
+$2,190.5 
VOX Vanguard Communication Services ETF
+1.12%
+$377.88 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$1,952.25 
VUG Vanguard Growth ETF
+1.1%
+$19,809 
TKR Timken Co.
+1.06%
+$195.84 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$38.01 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$490.68 
CW Curtiss-Wright Corporation
+1.02%
+$146.8 
VDE Vanguard Energy ETF
+1.02%
+$64.22 
XLE Energy Select Sector SPDR Fund
+1%
+$125.08 
TEX Terex Corporation
+1%
+$102.3 
ADP Automatic Data Processing Inc.
+0.98%
+$1,175.86 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$69,259.68 
OEF iShares S&P 100 ETF
+0.95%
+$3,750.63 
UNP Union Pacific Corporation
+0.92%
+$10.68 
WMB The Williams Companies, Inc.
+0.89%
+$7.56 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$5,290.13 
IBM International Business Machines Corporation
+0.86%
+$1,210.93 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$966.95 
GEV GE Vernova Inc.
+0.85%
+$58.17 
CP Canadian Pacific Kansas City Limited
+0.83%
+$76.65 
MCD McDonald's Corporation
+0.82%
+$1,623.61 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,191.9 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.8%
+$1,701.04 
EMR Emerson Electric Co.
+0.79%
+$14,239.18 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,344.49 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$367.77 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$24.36 
TSLA Tesla, Inc.
+0.76%
+$2,860.3 
MPC Marathon Petroleum Corporation
+0.76%
+$14.34 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$776.08 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$216.27 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$7,361.16 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.73%
+$161.02 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$16,703.61 
VIS Vanguard Industrials ETF
+0.72%
+$51.66 
VOO Vanguard S&P 500 ETF
+0.71%
+$26,540.68 
AME Ametek Inc.
+0.71%
+$71.4 
CAT Caterpillar Inc.
+0.7%
+$3,090.14 
ROP Roper Technologies Inc.
+0.7%
+$2.72 
PNQI Invesco NASDAQ Internet ETF
+0.7%
+$85 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$2,626.4 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$40.74 
IVV iShares Core S&P 500 ETF
+0.69%
+$122,076.16 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$4,175.4 
HSIC Henry Schein, Inc.
+0.68%
+$12.76 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$6,944.7 
CXT Crane NXT Co.
+0.68%
+$35 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$9,513.75 
XT iShares Future Exponential Technologies ETF
+0.67%
+$222.07 
OSIS Osi Systems Inc.
+0.67%
+$58.8 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+0.66%
+$8.14 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$85.32 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,584.08 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$13,713.06 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$324.36 
IWB iShares Russell 1000 ETF
+0.64%
+$2,572.27 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$856.24 
EXPE Expedia Group, Inc.
+0.62%
+$79.64 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.62%
+$6.36 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$230.01 
IVT InvenTrust Properties Corp.
+0.6%
+$158.34 
ET Energy Transfer L.P.
+0.59%
+$265.32 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$19,394.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$15,242.08 
MO Altria Group, Inc.
+0.57%
+$714.09 
NULC Nuveen ESG Large-Cap ETF
+0.57%
+$254.93 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$5,347.65 
AVUS Avantis U.S. Equity ETF
+0.57%
+$58.32 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$39.65 
APH Amphenol Corporation
+0.55%
+$151.36 
FELV Fidelity Enhanced Large Cap Value ETF
+0.55%
+$837.2 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$1.95 
MCHI iShares MSCI China ETF
+0.54%
+$147 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,264.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$24,993.02 
PSX Phillips 66
+0.51%
+$1,759.29 
Q Qnity Electronics Inc.
+0.51%
+$57.42 
ACWI iShares MSCI ACWI ETF
+0.49%
+$52.36 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$1,214.48 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.47%
+$34.06 
CZR Caesars Entertainment, Inc.
+0.47%
+$112 
HON Honeywell International Inc.
+0.47%
+$144.21 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$105.56 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$207.4 
IYW iShares U.S. Technology ETF
+0.46%
+$959.02 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$2,856.85 
IWD iShares Russell 1000 Value ETF
+0.44%
+$478.41 
PAYX Paychex Inc.
+0.44%
+$210.63 
PFE Pfizer Inc.
+0.4%
+$205.6 
RTX RTX Corporation
+0.39%
+$1,159.2 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$53.3 
AVGO Broadcom Inc.
+0.37%
+$191.52 
PG Procter & Gamble Co
+0.37%
+$1,923.9 
OTIS Otis Worldwide Corporation
+0.36%
+$262.86 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$48,637.6 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$8.68 
BAC Bank of America Corporation
+0.36%
+$39.38 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$28.8 
USEW Cambria US EW ETF
+0.35%
+$7,753.21 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$7,953.21 
AZO AutoZone Inc.
+0.32%
+$38.72 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$147.03 
MRK Merck & Co., Inc.
+0.32%
+$65.6 
SMH VanEck Semiconductor ETF
+0.3%
+$16.3 
KD Kyndryl Holdings Inc.
+0.3%
+$3.64 
VSNT Versant Media Group, Inc.
+0.28%
+$3.6 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$872.91 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$983.19 
PHO Invesco Water Resources ETF
+0.27%
+$190.38 
JPM JPMorgan Chase & Co.
+0.27%
+$1,101.68 
VT Vanguard Total World Stock ETF
+0.26%
+$262.81 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$275.79 
AMP Ameriprise Financial, Inc.
+0.25%
+$654.12 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$50.16 
AGZD WisdomTree Trust
+0.22%
+$161.7 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$15,593.52 
SO The Southern Company
+0.21%
+$18.2 
JNJ Johnson & Johnson
+0.21%
+$516.75 
ADI Analog Devices, Inc.
+0.2%
+$38.48 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$41.6 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$97.1 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$489 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,574.04 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$655.38 
USB U.S. Bancorp
+0.17%
+$964.36 
T AT&T Inc.
+0.17%
+$76.2 
MS Morgan Stanley
+0.17%
+$28.08 
VRP Invesco Variable Rate Preferred ETF
+0.17%
+$1,082.68 
RYAN Ryan Specialty Holdings Inc.
+0.16%
+$70 
AFK VanEck Vectors Africa Index ETF
+0.15%
+$18.48 
IBHJ iShares iBonds 2030 High Yield & Income ETF
+0.15%
+$13.04 
CB Chubb Limited
+0.15%
+$59.36 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$13,791.16 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$17.25 
MMM 3M Company
+0.12%
+$1,427.95 
BDX Becton, Dickinson and Company
+0.1%
+$91.8 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1.08 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$6,592.59 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$119.55 
C Citigroup Inc.
+0.1%
+$19.5 
WM Waste Management, Inc.
+0.1%
+$42.02 
AFL Aflac Inc.
+0.09%
+$9.12 
DJD Invesco Dow Jones Industrial Average Dividend ETF
+0.09%
+$66 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,186.83 
WMT Walmart Inc.
+0.09%
+$334.61 
ABT Abbott Laboratories
+0.09%
+$180.45 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$14.34 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$13.62 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$43.98 
OC Owens Corning
+0.06%
+$3.6 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$0.27 
BPOP Popular Inc.
+0.05%
+$15.2 
IBHG iShares iBonds 2027 High Yield Income
+0.04%
+$2.25 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$1,711.93 
USFD US Foods Holding Corp
+0.04%
+$6.44 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$1,582.92 
HDV iShares Core High Dividend ETF
+0.04%
+$1.65 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,436.08 
DIS The Walt Disney Company
+0.03%
+$12.33 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$2.48 
FBIN Fortune Brands Innovations Inc.
+0.02%
+$0.43 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$0.99 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$13.33 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$5.99 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$40.06 
IGT International Game Technology PLC
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
SKYT SkyWater Technology, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
CTVA Corteva Inc.
-11.9%
-$446.46 
AAPL Apple Inc.
-7.35%
-$321,113.92 
SYK Stryker Corporation
-6.42%
-$379.78 
TROW T. Rowe Price Group, Inc.
-6.31%
-$212,135.16 
CLS Celestica Inc.
-6%
-$1,649.7 
LIN Linde plc
-5.95%
-$726.24 
IMSR Terrestrial Energy Inc.
-5.94%
-$214.52 
IP International Paper Company
-5.38%
-$1,011.52 
SIRI Sirius XM Holdings Inc.
-4.36%
-$124.2 
TITN Titan Machinery Inc.
-4.17%
-$181,677.4 
STRA Strategic Education Inc.
-3.62%
-$295.68 
GDX VanEck Gold Miners ETF
-3.49%
-$1,441.84 
ETHA iShares Ethereum Trust
-3.03%
-$793.76 
CI The Cigna Group
-2.99%
-$1,136.52 
CC Chemours Co.
-2.92%
-$10 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$294.58 
MLM Martin Marietta Materials, Inc.
-2.75%
-$14.86 
LUMN Lumen Technologies Inc.
-2.74%
-$12.06 
RKT Rocket Companies, Inc. Class A
-2.71%
-$114.84 
EQIX Equinix, Inc.
-2.7%
-$28.25 
QCOM QUALCOMM Incorporated
-2.63%
-$885.78 
SSYS Stratasys Ltd.
-2.62%
-$97.23 
ABBV AbbVie Inc.
-2.51%
-$1,345.76 
BHF Brighthouse Financial Inc.
-2.43%
-$20.02 
ICE Intercontinental Exchange, Inc.
-2.42%
-$11.37 
HLN Haleon Plc - ADR
-2.37%
-$26.64 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$97.2 
BA Boeing Company
-2.15%
-$333.2 
NEM Newmont Corporation
-2.14%
-$30.75 
SLV iShares Silver Trust
-2.13%
-$2,039.46 
KHC The Kraft Heinz Company
-2.01%
-$74.73 
DKS Dick's Sporting Goods, Inc.
-2%
-$52 
NFLX Netflix, Inc.
-2%
-$2,029.4 
EFX Equifax Inc.
-1.99%
-$119.34 
PSLV Sprott Physical Silver Trust
-1.98%
-$1,783.34 
AMD Advanced Micro Devices, Inc.
-1.9%
-$2,171.4 
GIS General Mills, Inc.
-1.84%
-$2,410.66 
UAL United Airlines Holdings, Inc.
-1.8%
-$8.92 
BBY Best Buy Co., Inc.
-1.78%
-$156 
PHM PulteGroup Inc.
-1.76%
-$181.6 
DNP DNP Select Income Fund Inc.
-1.74%
-$760 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,238.88 
AON Aon plc
-1.64%
-$198.66 
SOLV Solventum Corporation
-1.59%
-$1,969.26 
APPS Digital Turbine Inc.
-1.59%
-$520 
CPRT Copart Inc.
-1.52%
-$3.6 
WHR Whirlpool Corporation
-1.5%
-$4.56 
GLD SPDR Gold Shares
-1.49%
-$2,242.38 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$45.22 
RL Ralph Lauren Corporation
-1.44%
-$122.54 
IEX IDEX Corporation
-1.42%
-$116.2 
HRL Hormel Foods Corporation
-1.42%
-$4,943.52 
LUV Southwest Airlines Co.
-1.38%
-$166.95 
NKE Nike, Inc. - Class B
-1.37%
-$261.58 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$1,548.36 
DD DuPont de Nemours, Inc.
-1.32%
-$109.68 
FCX Freeport-McMoRan Inc.
-1.28%
-$432.54 
GRMN Garmin Ltd.
-1.27%
-$15.08 
EPP iShares MSCI Pacific ex Japan ETF
-1.26%
-$2,103.12 
CLX The Clorox Company
-1.24%
-$267.6 
MDLZ Mondelez International, Inc.
-1.22%
-$387.31 
STE STERIS plc
-1.22%
-$5.62 
F Ford Motor Company
-1.21%
-$228.06 
SHW The Sherwin-Williams Company
-1.16%
-$11.97 
SRE Sempra
-1.15%
-$57.68 
WRB W.R. Berkley Corporation
-1.15%
-$90.72 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$2,511.67 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$328.5 
VTRS Viatris Inc.
-1.13%
-$380.8 
DEO Diageo plc Sponsored ADR
-1.12%
-$133 
PNR Pentair plc
-1.1%
-$100.01 
OTTR Otter Tail Corporation
-1.1%
-$444.92 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$4,744.02 
TXN Texas Instruments Inc
-1.08%
-$181.2 
LOW Lowe's Companies Inc.
-1.08%
-$204.3 
MCK McKesson Corporation
-1.08%
-$540.56 
CTAS Cintas Corporation
-1.04%
-$56.16 
DOC Healthpeak Properties, Inc.
-1.04%
-$15.41 
CRH CRH plc
-1.03%
-$97.02 
NDAQ Nasdaq, Inc.
-1.02%
-$110.58 
KO The Coca-Cola Company
-1.02%
-$2,247.3 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$142.5 
SWK Stanley Black & Decker Inc.
-1.01%
-$2.91 
UPS United Parcel Service, Inc.
-1%
-$3.15 
XOM Exxon Mobil Corporation
-0.97%
-$2,807.55 
MET MetLife Inc.
-0.97%
-$56.4 
EWJ iShares MSCI Japan ETF
-0.96%
-$342.9 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$9.2 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$96.46 
CLF Cleveland-Cliffs Inc.
-0.95%
-$137.5 
FDIQ Invesco Bloomberg Financial Data Providers ETF
-0.93%
-$335 
PGR Progressive Corporation
-0.87%
-$122.76 
O Realty Income Corporation
-0.87%
-$894.32 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$3,666.66 
ALRS Alerus Financial Corporation
-0.86%
-$240.7 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$45.1 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$46.02 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$1,955.7 
PCAR PACCAR Inc.
-0.81%
-$6.48 
KMB Kimberly-Clark Corporation
-0.8%
-$109.12 
WAT Waters Corporation
-0.79%
-$218.27 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.79%
-$104.49 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$30.6 
HUM Humana Inc.
-0.76%
-$53.2 
GGG Graco Inc.
-0.76%
-$2,054.48 
PYPL PayPal Holdings Inc
-0.76%
-$36.96 
VHT Vanguard Health Care ETF
-0.76%
-$18.72 
UNM Unum Group
-0.76%
-$118.14 
AVRE Avantis Real Estate ETF
-0.75%
-$194.99 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$56.2 
CVS CVS Health Corporation
-0.75%
-$159.58 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$214.2 
SPGI S&P Global Inc.
-0.74%
-$9.21 
MA Mastercard Incorporated
-0.74%
-$12.75 
GSK GSK plc Sponsored ADR
-0.73%
-$34.2 
BLK BlackRock, Inc.
-0.73%
-$87.78 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$64,912.32 
ANF Abercrombie & Fitch Co.
-0.72%
-$2.16 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$412.2 
MAR Marriott International Inc. - Class A
-0.71%
-$68.9 
VPU Vanguard Utilities ETF
-0.71%
-$3,338.8 
IYH iShares U.S. Healthcare ETF
-0.7%
-$180 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$2,161.95 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$3,911.58 
ICLN iShares Global Clean Energy ETF
-0.68%
-$37.56 
DUK Duke Energy Corporation
-0.67%
-$420 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$244.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$141,687.81 
WPC W. P. Carey Inc.
-0.65%
-$1,920.01 
AMGN Amgen Inc.
-0.64%
-$768.8 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$2,634.68 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$11,546.01 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$1,334.08 
GS The Goldman Sachs Group, Inc.
-0.63%
-$97.2 
AMT American Tower Corporation
-0.63%
-$56.1 
BALL Ball Corp.
-0.63%
-$30.34 
IDU iShares U.S. Utilities ETF
-0.63%
-$252.76 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,089.66 
EME EMCOR Group, Inc.
-0.62%
-$148.2 
PM Philip Morris International Inc.
-0.61%
-$60.18 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$56.96 
DHR Danaher Corporation
-0.61%
-$4.76 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$199.64 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$685.79 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$71,105.66 
HRB H&R Block Inc.
-0.59%
-$93.08 
SCHF Schwab International Equity ETF
-0.58%
-$31,787.2 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$305.58 
WEC WEC Energy Group Inc.
-0.57%
-$328.23 
VLTO Veralto Corporation
-0.57%
-$0.54 
SBUX Starbucks Corporation
-0.57%
-$63.6 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$432.86 
RWO SPDR Dow Jones Global Real Estate ETF
-0.56%
-$30.74 
PRU Prudential Financial, Inc.
-0.56%
-$110.4 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$71.91 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$15.66 
EMBC Embecta Corp.
-0.55%
-$2.16 
VNQ Vanguard Real Estate ETF
-0.54%
-$29,282.58 
COF Capital One Financial Corporation
-0.54%
-$127.69 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
-0.53%
-$344.37 
LLY Eli Lilly and Company
-0.53%
-$9,305.34 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$4,229.05 
DFIS Dimensional International Small Cap ETF
-0.53%
-$1,182.75 
DFAR Dimensional US Real Estate ETF
-0.52%
-$452.34 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$3,703.26 
NLOP Net Lease Office Properties.
-0.51%
-$18.96 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$46,607.32 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$134.55 
DIV Global X SuperDividend U.S. ETF
-0.51%
-$106.4 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$23,617.05 
SCHH Schwab U.S. REIT ETF
-0.49%
-$27.6 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,270.91 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$384 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$1,980.5 
IWM iShares Russell 2000 ETF
-0.47%
-$6,111.79 
FNB F.N.B. Corporation
-0.47%
-$13.14 
DFIV Dimensional International Value ETF
-0.47%
-$8,600.58 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.46%
-$1,383 
PEP PepsiCo, Inc.
-0.46%
-$1,493.12 
CPB The Campbell's Company
-0.45%
-$10 
DVY iShares Select Dividend ETF
-0.45%
-$824.38 
VGK Vanguard FTSE Europe ETF
-0.44%
-$382.4 
TEL TE Connectivity plc
-0.43%
-$2.67 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$29.64 
HD The Home Depot, Inc.
-0.42%
-$544.89 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.41%
-$715.06 
HOG Harley-Davidson Inc.
-0.41%
-$60 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$95.88 
MBB iShares MBS ETF
-0.4%
-$19.98 
AIG American International Group Inc.
-0.39%
-$3.1 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$267.67 
DFE WisdomTree Europe SmallCap Dividend Fund
-0.38%
-$51.04 
VGT Vanguard Information Technology ETF
-0.38%
-$739.6 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$2,037.96 
AXP American Express Company
-0.38%
-$3,149.58 
LII Lennox International Inc.
-0.38%
-$1,312.53 
ENSG The Ensign Group, Inc.
-0.37%
-$40.2 
FDX FedEx Corporation
-0.37%
-$117.3 
MDT Medtronic plc
-0.37%
-$2,676.48 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,200.08 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$7,096.67 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$2,815.64 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$58.29 
CL Colgate-Palmolive Company
-0.33%
-$1.5 
TFC Truist Financial Corporation
-0.33%
-$13.26 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,301.54 
JOUT Johnson Outdoors Inc.
-0.32%
-$21.75 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,391.54 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$4,745.3 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$24.45 
VXF Vanguard Extended Market ETF
-0.3%
-$178.21 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$10,166.76 
COR Cencora, Inc.
-0.28%
-$40.05 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,016.4 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$157.79 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$294.32 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.28%
-$605.88 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.27%
-$104.52 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$80.96 
VTV Vanguard Value ETF
-0.27%
-$55,642.55 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$136.68 
DUHP Dimensional US High Profitability ETF
-0.27%
-$13,632.85 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$125.06 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$13.77 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$53,336.42 
CNP CenterPoint Energy Inc.
-0.26%
-$22.11 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$35.4 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$8.55 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$5,546.5 
IWN iShares Russell 2000 Value ETF
-0.25%
-$463.08 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$982.9 
COST Costco Wholesale Corporation
-0.24%
-$248.52 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.24%
-$13.59 
HBAN Huntington Bancshares Incorporated
-0.23%
-$373.27 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.23%
-$241.32 
DALI First Trust Dorsey Wright Dynamic Allocation ETF
-0.23%
-$160.35 
BNDX Vanguard Total International Bond ETF
-0.23%
-$363.55 
VB Vanguard Small-Cap ETF
-0.22%
-$31,713.36 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$680.94 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$43.89 
PFG Principal Financial Group, Inc.
-0.22%
-$2 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$8,788.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$25,039.48 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$80.56 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$1.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$15,158.52 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$102.84 
KR Kroger Co.
-0.21%
-$98.76 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$571.04 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.2%
-$108.79 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$45.7 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$134.1 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$9,586.65 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$26,948.16 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$95.4 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$449.45 
IBTL iShares iBonds Dec 2031 Term Fund
-0.19%
-$166.32 
WOOD iShares Global Timber & Forestry ETF
-0.18%
-$126.76 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$3,683.99 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$12,466.23 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2,970.9 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$22.32 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$383.88 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.16%
-$818.84 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.16%
-$7.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$2,379.26 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$1.32 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$9,742.15 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$384.15 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.15%
-$148.89 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$19.68 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$528.6 
ELV Elevance Health, Inc.
-0.15%
-$0.56 
IXUS iShares Core International Stock ETF
-0.15%
-$1,152.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$104.76 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$2,238.6 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.14%
-$406.56 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$50.57 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$54.88 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$180.12 
IDV iShares International Select Dividend ETF
-0.14%
-$712.5 
WTV WisdomTree U.S. Value Fund
-0.13%
-$84.42 
DOL WisdomTree International LargeCap Dividend Fund
-0.13%
-$71.4 
LRMR Larimar Therapeutics Inc.
-0.13%
-$76.32 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$10.6 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
-0.13%
-$60.54 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$38.28 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.13%
-$36.19 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$1,357.97 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
-0.12%
-$30 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.12%
-$106.2 
STZ Constellation Brands, Inc.
-0.12%
-$0.15 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$78.36 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.11%
-$953.87 
MUB iShares National Muni Bond ETF
-0.11%
-$358.44 
CFG Citizens Financial Group, Inc.
-0.11%
-$1.44 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
-0.11%
-$2.46 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$228.8 
XLF Financial Select Sector SPDR Fund
-0.1%
-$104.7 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$7,245.7 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$125.82 
PGX Invesco Preferred ETF
-0.09%
-$651.26 
XC WisdomTree Emerging Markets ex-China Fund
-0.09%
-$29.43 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$19,502.28 
IBHH iShares iBonds 2028 Term High Yield ETF
-0.09%
-$119.99 
DVYE iShares Emerging Markets Dividend ETF
-0.09%
-$8.43 
NUSA Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF
-0.09%
-$12.48 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$10.53 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$220.26 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$145.96 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$8,006.4 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$14,026.08 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$51.67 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$6,922.8 
SMB VanEck Short Muni ETF
-0.06%
-$71.56 
FXI iShares China Large-Cap ETF
-0.06%
-$47.94 
CMF iShares California Muni Bond ETF
-0.05%
-$139.74 
VO Vanguard Mid-Cap ETF
-0.05%
-$79.84 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$60.41 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$1,956.35 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$34.82 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.04%
-$145.08 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$293.7 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$2,333.86 
V Visa Inc. Class A
-0.04%
-$42 
XEL Xcel Energy Inc.
-0.04%
-$44.73 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$180.96 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$150.12 
UTES Virtus Reaves Utilities ETF
-0.03%
-$2.6 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$72.43 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.02%
-$11.79 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$41.09 
TGT Target Corporation
-0.01%
-$28.39 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$57.85 
VFMF Vanguard U.S. Multifactor ETF
-0.01%
-$35.2 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
-0.01%
-$14.81 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 3211 | Longs Won 2319/3211 72% | Profit Factor 23.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $320,573.93 |
| Average Win $55,669.07 | Best Trade (Aug 17) $7.55M | Sharpe Ratio -11.24 |
| Average Loss -$6,037.05 | Worst Trade (Aug 02) -$2.95M | Z-Score 17.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 6d | Expectancy $38,527.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,096 | $2.57M | $4.05M | - | $1.47M | 57.17% | -7.354% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 1,933 | $128,450.56 | $214,021.76 | - | $85,571.2 | 66.62% | +0.801% |
| ABBV AbbVie Inc. | 208 | $34,485.32 | $52,195.52 | - | $17,710.2 | 51.36% | -2.513% |
| ABT Abbott Laboratories | 2,005 | $247,414.09 | $211,928.5 | - | -$35,485.59 | -14.34% | +0.085% |
| ACN Accenture plc Class A | 253 | $68,725.29 | $41,977.76 | - | -$26,747.53 | -38.92% | +1.611% |
| ACWI iShares MSCI ACWI ETF | 68 | $6,524.47 | $10,637.24 | - | $4,112.77 | 63.04% | +0.495% |
| ADAM Adamas Trust, Inc. | 6 | $60 | $54.42 | - | -$5.58 | -9.3% | +1.454% |
| ADI Analog Devices, Inc. | 52 | $10,130.16 | $19,105.32 | - | $8,975.16 | 88.6% | +0.202% |
| ADP Automatic Data Processing Inc. | 454 | $100,900.12 | $120,972.84 | - | $20,072.72 | 19.89% | +0.982% |
| AFK VanEck Vectors Africa Index ETF | 462 | $11,259 | $12,072.06 | - | $813.06 | 7.22% | +0.153% |
| AFL Aflac Inc. | 76 | $8,451 | $9,688.48 | - | $1,237.48 | 14.64% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 22,186 | $2.18M | $2.16M | - | -$15,034.5 | -0.69% | -0.256% |
| AGZD WisdomTree Trust | 3,234 | $71,536.08 | $73,120.74 | - | $1,584.66 | 2.22% | +0.222% |
| AIG American International Group Inc. | 10 | $547 | $785.8 | - | $238.8 | 43.66% | -0.393% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 345 | $21,344.74 | $40,382.25 | - | $19,037.51 | 89.19% | +1.588% |
| ALRS Alerus Financial Corporation | 830 | $15,365.04 | $27,614.1 | - | $12,249.06 | 79.72% | -0.864% |
| ALSN Allison Transmission Holdings Inc. | 34 | $3,253 | $3,894.36 | - | $641.36 | 19.72% | -0.78% |
| AMAT Applied Materials, Inc. | 264 | $38,419.25 | $134,024.88 | - | $95,605.63 | 248.85% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 235 | $49,991.6 | $111,895.25 | - | $61,903.65 | 123.83% | -1.904% |
| AME Ametek Inc. | 42 | $6,739.89 | $10,151.82 | - | $3,411.93 | 50.62% | +0.708% |
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FAQ
Which stocks have generated the highest profits for Jane Bortnem?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio Intermediate Term Corporate Bond ETF - $3.19M, SPDR Portfolio Short Term Corporate Bond ETF - $2.81M, Vanguard Total Bond Market Index Fund - $2.37M, SPDR Bloomberg Investment Grade Floating Rate ETF - $2.01M, and Vanguard Value ETF - $1.73M. 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: Pfizer Inc - $47,865.8, Nike, Inc. - Class B - $40,798.85, Oxford Industries Inc - $30,699.49, Farmland Partners Inc - $21,975, and iShares Global Clean Energy ETF - $19,126.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jane Bortnem's portfolio generate?
The portfolio generates substantial dividend income, with a total of $38.09M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $3.07M, SPDR Portfolio Short Term Corporate Bond ETF - $2.78M, Vanguard Total Bond Market Index Fund - $2.35M, SPDR Bloomberg Investment Grade Floating Rate ETF - $2.01M, and Vanguard Short-Term Corporate Bond ETF - $1.36M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jane Bortnem's monthly returns?
Jane Bortnem'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 Jane Bortnem's strategy be considered aggressive or moderate?
Jane Bortnem'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 Jane Bortnem's strategy?
Jane Bortnem'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.
