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:
39.07%
Gain +0.64%
Monthly
0.76%
Yearly
9.45%
Drawdown
11.68%
$534.89M
Equity
Holdings
$534.89M
Investment
$436.18M
$115.95M
Profit +$2.73M
Realized
$13.73M
Unrealized
$102.22M
Dividends
$40.38M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.64%
Profit
$2.73M
Win %
68%
This Week
Compared To Last Week
Gain
0.05%
Profit
$257,452.47
Win %
68%
This Month
Compared to last month
Gain
0.77%
Profit
$4.1M
Win %
68%
This Year
Compared to last year
Gain
0.75%
Profit
$3.99M
Win %
70%
BPOP Popular Inc.
+34.28%
+$5,346 
KD Kyndryl Holdings Inc.
+11.87%
+$127.4 
APPS Digital Turbine Inc.
+10.71%
+$3,366 
LUMN Lumen Technologies Inc.
+7.03%
+$21.44 
IP International Paper Company
+6.9%
+$959.2 
EXPE Expedia Group, Inc.
+6.25%
+$412.32 
BBY Best Buy Co., Inc.
+5.69%
+$507 
CPRT Copart Inc.
+5.63%
+$11.84 
RYAN Ryan Specialty Holdings Inc.
+5.37%
+$2,040 
NKE Nike, Inc. - Class B
+5.21%
+$747.04 
AZO AutoZone Inc.
+5.08%
+$296 
HRB H&R Block Inc.
+4.98%
+$304.57 
KMB Kimberly-Clark Corporation
+4.69%
+$577.84 
ACN Accenture plc Class A
+4.63%
+$2,519.88 
CRM Salesforce Inc
+4.57%
+$32.37 
VTRS Viatris Inc.
+4.47%
+$1,506.96 
BLK BlackRock, Inc.
+4.38%
+$516.89 
EMBC Embecta Corp.
+4.37%
+$29.16 
HD The Home Depot, Inc.
+4.31%
+$4,875.59 
MLM Martin Marietta Materials, Inc.
+4.27%
+$20.13 
RL Ralph Lauren Corporation
+4.21%
+$347.6 
AON Aon plc
+4.16%
+$377.85 
ZTS Zoetis Inc.
+4.16%
+$3,561.94 
SYK Stryker Corporation
+4.12%
+$197.37 
SPGI S&P Global Inc.
+3.98%
+$48.72 
CRH CRH plc
+3.94%
+$305.76 
LOW Lowe's Companies Inc.
+3.94%
+$666.9 
BALL Ball Corp.
+3.92%
+$175.38 
WM Waste Management, Inc.
+3.91%
+$1,628.92 
SBUX Starbucks Corporation
+3.89%
+$384.78 
CPB The Campbell's Company
+3.87%
+$74 
SHW The Sherwin-Williams Company
+3.81%
+$37.14 
NEM Newmont Corporation
+3.79%
+$63.45 
LUV Southwest Airlines Co.
+3.79%
+$296.51 
MAR Marriott International Inc. - Class A
+3.74%
+$361.14 
LLY Eli Lilly and Company
+3.55%
+$64,176.38 
NCLH Norwegian Cruise Line Holdings Ltd.
+3.5%
+$390 
TMO Thermo Fisher Scientific Inc.
+3.46%
+$279.48 
IDXX IDEXX Laboratories, Inc.
+3.44%
+$18.17 
CMCSA Comcast Corp
+3.42%
+$672.48 
SLV iShares Silver Trust
+3.38%
+$3,041.3 
QCOM QUALCOMM Incorporated
+3.35%
+$1,288.94 
PHM PulteGroup Inc.
+3.33%
+$291.2 
STE STERIS plc
+3.25%
+$14.14 
FDIQ Invesco Bloomberg Financial Data Providers ETF
+3.2%
+$1,118.7 
CI The Cigna Group
+3.19%
+$830.7 
USFD US Foods Holding Corp
+3.07%
+$486.22 
DHR Danaher Corporation
+3.03%
+$27.24 
INSP Inspire Medical Systems, Inc.
+3.01%
+$63.55 
ORCL Oracle Corporation
+3%
+$1,281.84 
PSLV Sprott Physical Silver Trust
+2.93%
+$2,203.74 
NFLX Netflix, Inc.
+2.89%
+$2,835.6 
CDW CDW Corporation
+2.82%
+$12.69 
UNH UnitedHealth Group Incorporated
+2.79%
+$5,657.61 
LII Lennox International Inc.
+2.77%
+$8,075.76 
IBM International Business Machines Corporation
+2.74%
+$3,956.16 
SWK Stanley Black & Decker Inc.
+2.73%
+$7.38 
HLN Haleon Plc - ADR
+2.69%
+$28.86 
BSX Boston Scientific Corporation
+2.65%
+$71.82 
ROP Roper Technologies Inc.
+2.62%
+$9.76 
BDX Becton, Dickinson and Company
+2.58%
+$2,629.79 
KHC The Kraft Heinz Company
+2.56%
+$84.68 
WY Weyerhaeuser Company
+2.54%
+$602.88 
PRU Prudential Financial, Inc.
+2.52%
+$457.6 
ODFL Old Dominion Freight Line, Inc.
+2.45%
+$18.04 
DD DuPont de Nemours, Inc.
+2.43%
+$168.48 
CVS CVS Health Corporation
+2.42%
+$332.88 
SIRI Sirius XM Holdings Inc.
+2.41%
+$58.88 
GSK GSK plc Sponsored ADR
+2.4%
+$77.05 
GIS General Mills, Inc.
+2.4%
+$2,862.09 
UAL United Airlines Holdings, Inc.
+2.37%
+$9.4 
HOG Harley-Davidson Inc.
+2.34%
+$378 
JOUT Johnson Outdoors Inc.
+2.33%
+$144.54 
COF Capital One Financial Corporation
+2.32%
+$509.63 
WFC Wells Fargo & Company
+2.29%
+$6,473.15 
ABT Abbott Laboratories
+2.29%
+$3,313.44 
MCK McKesson Corporation
+2.26%
+$1,280.06 
AXP American Express Company
+2.25%
+$16,960.92 
PAYX Paychex Inc.
+2.22%
+$995.33 
BA Boeing Company
+2.2%
+$252.34 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.19%
+$91.8 
OC Owens Corning
+2.18%
+$109.35 
AIG American International Group Inc.
+2.18%
+$16.9 
MA Mastercard Incorporated
+2.17%
+$39.24 
F Ford Motor Company
+2.16%
+$329.42 
UPS United Parcel Service, Inc.
+2.14%
+$6.15 
ICE Intercontinental Exchange, Inc.
+2.13%
+$9.9 
V Visa Inc. Class A
+2.13%
+$2,512.64 
PCAR PACCAR Inc.
+2.07%
+$13.5 
UI Ubiquiti Inc.
+2.06%
+$312 
VRTX Vertex Pharmaceuticals Incorporated
+2.06%
+$20.5 
XAR SPDR S&P Aerospace & Defense ETF
+2.05%
+$54.24 
SAP SAP SE Sponsored ADR
+2.04%
+$883.96 
PNQI Invesco NASDAQ Internet ETF
+2.04%
+$267.23 
USB U.S. Bancorp
+2.01%
+$4,657.86 
MOAT VanEck Morningstar Wide Moat Fund
+1.99%
+$453.53 
GRMN Garmin Ltd.
+1.97%
+$22 
T AT&T Inc.
+1.95%
+$768.6 
HRL Hormel Foods Corporation
+1.92%
+$4,750.38 
ADP Automatic Data Processing Inc.
+1.9%
+$2,419.81 
BHF Brighthouse Financial Inc.
+1.88%
+$11.7 
OTIS Otis Worldwide Corporation
+1.87%
+$504.39 
AMGN Amgen Inc.
+1.86%
+$2,090.88 
VHT Vanguard Health Care ETF
+1.86%
+$48 
XLV Health Care Select Sector SPDR Fund
+1.86%
+$2,225.47 
OSIS Osi Systems Inc.
+1.83%
+$141.2 
IYH iShares U.S. Healthcare ETF
+1.82%
+$498.75 
ISRG Intuitive Surgical, Inc.
+1.81%
+$22.86 
EWU iShares MSCI United Kingdom ETF
+1.81%
+$49.3 
NOK Nokia Corporation Sponsored ADR
+1.81%
+$6.63 
FHLC Fidelity MSCI Health Care Index ETF
+1.81%
+$3,750.84 
GLDM SPDR Gold MiniShares Trust
+1.8%
+$55.48 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+1.8%
+$330.6 
GLD SPDR Gold Shares
+1.79%
+$7,398.71 
MCD McDonald's Corporation
+1.76%
+$3,092.22 
TROW T. Rowe Price Group, Inc.
+1.76%
+$45,573.5 
STRA Strategic Education Inc.
+1.75%
+$136.32 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.71%
+$152.8 
STZ Constellation Brands, Inc.
+1.7%
+$2.17 
NDAQ Nasdaq, Inc.
+1.68%
+$175.56 
HSIC Henry Schein, Inc.
+1.67%
+$31.46 
HBAN Huntington Bancshares Incorporated
+1.66%
+$2,367.75 
GE General Electric Company
+1.62%
+$323.7 
GGG Graco Inc.
+1.61%
+$4,378.4 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.61%
+$6,520.24 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.6%
+$205.84 
PFG Principal Financial Group, Inc.
+1.58%
+$13.6 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+1.57%
+$85.77 
SCHA Schwab U.S. Small-Cap ETF
+1.56%
+$1,360.5 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.56%
+$1,152 
XJR iShares ESG Screened S&P Small-Cap ETF
+1.56%
+$1,750.08 
DIS The Walt Disney Company
+1.55%
+$692.9 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.54%
+$201,756.24 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+1.53%
+$257.28 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.5%
+$1,886.52 
ANF Abercrombie & Fitch Co.
+1.5%
+$6.75 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.5%
+$175.95 
WHR Whirlpool Corporation
+1.48%
+$3.28 
WMT Walmart Inc.
+1.47%
+$5,550.66 
FDX FedEx Corporation
+1.46%
+$328.02 
VB Vanguard Small-Cap ETF
+1.46%
+$212,633.55 
XLC Communication Services Select Sector SPDR Fund
+1.46%
+$108.54 
CLX The Clorox Company
+1.45%
+$209.1 
EDIV SPDR S&P Emerging Markets Dividend ETF
+1.44%
+$4,281.56 
GS The Goldman Sachs Group, Inc.
+1.43%
+$376.8 
COWZ Pacer US Cash Cows 100 ETF
+1.43%
+$150.48 
DFAS Dimensional U.S. Small Cap ETF
+1.42%
+$29,599.9 
VGK Vanguard FTSE Europe ETF
+1.42%
+$41.48 
ISCG iShares Morningstar Small-Cap Growth ETF
+1.41%
+$64.6 
SCHM Schwab U.S. Mid-Cap ETF
+1.41%
+$142.56 
IWO iShares Russell 2000 Growth ETF
+1.41%
+$96.4 
PHO Invesco Water Resources ETF
+1.4%
+$971.94 
WPC W. P. Carey Inc.
+1.4%
+$2,949.46 
IWS iShares Russell Mid-Cap Value ETF
+1.4%
+$6,154.8 
WTV WisdomTree U.S. Value Fund
+1.4%
+$1,150.48 
XLF Financial Select Sector SPDR Fund
+1.38%
+$1,125 
CFG Citizens Financial Group, Inc.
+1.37%
+$15.48 
RSP Invesco S&P 500 Equal Weight ETF
+1.37%
+$109,069.71 
TLT iShares 20+ Year Treasury Bond ETF
+1.37%
+$105.84 
IWM iShares Russell 2000 ETF
+1.37%
+$15,652.44 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.36%
+$43.89 
AMP Ameriprise Financial, Inc.
+1.36%
+$3,150.16 
IWN iShares Russell 2000 Value ETF
+1.36%
+$2,382.85 
FNB F.N.B. Corporation
+1.36%
+$33.58 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.35%
+$272.25 
DFAT Dimensional US Targeted Value ETF
+1.35%
+$79,394.42 
DJD Invesco Dow Jones Industrial Average Dividend ETF
+1.34%
+$957 
FNDA Schwab Fundamental U.S. Small Company ETF
+1.34%
+$3,499.62 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$6,682.12 
ITA iShares U.S. Aerospace & Defense ETF
+1.31%
+$568.16 
TEL TE Connectivity plc
+1.3%
+$8.22 
DFMC DFA U.S. Micro Cap Portfolio ETF
+1.3%
+$526.14 
VBK Vanguard Small-Cap Growth ETF
+1.3%
+$377.52 
MDT Medtronic plc
+1.29%
+$6,817.36 
VXF Vanguard Extended Market ETF
+1.29%
+$740.45 
HPQ HP Inc.
+1.28%
+$12.09 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.26%
+$2,579.43 
SDY SPDR S&P Dividend ETF
+1.26%
+$4,429.46 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.26%
+$4,541.76 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.26%
+$236.17 
IWR iShares Russell Mid-Cap ETF
+1.25%
+$687.15 
VFMF Vanguard U.S. Multifactor ETF
+1.24%
+$3,811.32 
VNQ Vanguard Real Estate ETF
+1.21%
+$59,238.23 
XLRE The Real Estate Select Sector SPDR Fund
+1.21%
+$292.5 
VOX Vanguard Communication Services ETF
+1.2%
+$430.52 
IQLT iShares MSCI International Quality Factor ETF
+1.19%
+$2,812.53 
FXI iShares China Large-Cap ETF
+1.18%
+$1,031.2 
DOC Healthpeak Properties, Inc.
+1.17%
+$14.74 
PFFD Global X U.S. Preferred ETF
+1.16%
+$266.6 
SCHD Schwab U.S. Dividend Equity ETF
+1.16%
+$4,259.95 
NLOP Net Lease Office Properties.
+1.15%
+$34.76 
AVIV Avantis International Large Cap Value ETF
+1.14%
+$846.9 
SSYS Stratasys Ltd.
+1.14%
+$37.04 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.13%
+$141.6 
HUM Humana Inc.
+1.12%
+$91.2 
PGX Invesco Preferred ETF
+1.1%
+$2,197.14 
AMT American Tower Corporation
+1.09%
+$74.48 
JQUA JPMorgan U.S. Quality Factor ETF
+1.09%
+$195.98 
IVT InvenTrust Properties Corp.
+1.08%
+$241.28 
MSFT Microsoft Corp.
+1.08%
+$44,407.25 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.08%
+$2,497.5 
VNQI Vanguard Global ex-US Real Estate Index Fund
+1.07%
+$2,006.1 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.07%
+$78 
VLUE iShares MSCI USA Value Factor ETF
+1.06%
+$307.5 
IJH iShares Core S&P Mid-Cap ETF
+1.05%
+$2,173.6 
AVUV Avantis U.S. Small Cap Value ETF
+1.05%
+$53,075 
UNM Unum Group
+1.04%
+$170.05 
SMB VanEck Short Muni ETF
+1.03%
+$1,713.42 
USRT iShares Core U.S. REIT ETF
+1.03%
+$60.48 
VO Vanguard Mid-Cap ETF
+1.01%
+$1,411.02 
DIHP Dimensional International High Profitability Portfolio
+1.01%
+$1,960.77 
MDY SPDR S&P MidCap 400 ETF Trust
+1%
+$289.96 
MO Altria Group, Inc.
+0.97%
+$1,300.01 
DFSI Dimensional International Sustainability Core 1 ETF
+0.96%
+$306.59 
USMV iShares MSCI USA Min Vol Factor ETF
+0.94%
+$11,736.3 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.94%
+$544.8 
SCHH Schwab U.S. REIT ETF
+0.92%
+$47.15 
EFV iShares MSCI EAFE Value ETF
+0.92%
+$5,610.96 
CP Canadian Pacific Kansas City Limited
+0.92%
+$82.95 
EPP iShares MSCI Pacific ex Japan ETF
+0.92%
+$1,460.51 
CWB SPDR Bloomberg Convertible Securities ETF
+0.92%
+$70.4 
EFA iShares MSCI EAFE ETF
+0.9%
+$1,080.08 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.89%
+$52,581.76 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.88%
+$303.6 
VIG Vanguard Dividend Appreciation ETF
+0.86%
+$5,108.77 
DVY iShares Select Dividend ETF
+0.86%
+$1,458 
RWL Invesco S&P 500 Revenue ETF
+0.85%
+$387.6 
EFG iShares MSCI EAFE Growth ETF
+0.85%
+$1.01 
TGT Target Corporation
+0.85%
+$1,494.24 
FCX Freeport-McMoRan Inc.
+0.85%
+$256.06 
TEX Terex Corporation
+0.84%
+$72.6 
VTV Vanguard Value ETF
+0.83%
+$172,041.96 
VYMI Vanguard International High Dividend Yield Index Fund
+0.82%
+$76,975.03 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.82%
+$103.32 
MUB iShares National Muni Bond ETF
+0.82%
+$2,319.85 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.81%
+$73.87 
AVRE Avantis Real Estate ETF
+0.81%
+$4,820.76 
BITA iShares Bitcoin Premium Income ETF
+0.81%
+$1,411.9 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.81%
+$58.37 
AVLV Avantis U.S. Large Cap Value ETF
+0.8%
+$92,386.04 
UNP Union Pacific Corporation
+0.8%
+$9.12 
NOC Northrop Grumman Corporation
+0.8%
+$59.1 
PFF iShares Preferred and Income Securities ETF
+0.8%
+$825.47 
PFE Pfizer Inc.
+0.79%
+$473.11 
IWP iShares Russell Mid-Cap Growth ETF
+0.79%
+$3,165.03 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$13,446.75 
IBCB iShares iBonds Dec 2036 Term Corporate ETF
+0.78%
+$247.34 
DFAI Dimensional International Core Equity Market ETF
+0.78%
+$3,122.56 
DFGR Dimensional Global Real Estate ETF
+0.77%
+$36,722.07 
DFIV Dimensional International Value ETF
+0.77%
+$20,881.66 
C Citigroup Inc.
+0.77%
+$141 
DFLV Dimensional US Large Cap Value ETF
+0.76%
+$372 
IWD iShares Russell 1000 Value ETF
+0.76%
+$827.52 
CB Chubb Limited
+0.75%
+$295.68 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
+0.74%
+$403.92 
DHS WisdomTree U.S. High Dividend Fund
+0.74%
+$13,303.35 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.74%
+$90.09 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.74%
+$109.82 
PRF Invesco FTSE RAFI US 1000 ETF
+0.74%
+$2,004.89 
MDLZ Mondelez International, Inc.
+0.73%
+$209.76 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$30,248.4 
SPBO SPDR Portfolio Corporate Bond ETF
+0.72%
+$342.8 
XLP Consumer Staples Select Sector SPDR Fund
+0.72%
+$1,774.44 
IDV iShares International Select Dividend ETF
+0.71%
+$3,427.5 
IEF iShares 7-10 Year Treasury Bond ETF
+0.71%
+$765.44 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.71%
+$69.46 
RWO SPDR Dow Jones Global Real Estate ETF
+0.71%
+$28.71 
SCHV Schwab U.S. Large-Cap Value ETF
+0.71%
+$146.88 
GBTC Grayscale Bitcoin Trust ETF
+0.7%
+$50.6 
O Realty Income Corporation
+0.69%
+$606.86 
SOLV Solventum Corporation
+0.69%
+$856.2 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$339.2 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.68%
+$91,417.35 
FELV Fidelity Enhanced Large Cap Value ETF
+0.67%
+$1,037.4 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.67%
+$127.49 
EMR Emerson Electric Co.
+0.66%
+$12,746.79 
DFUV Dimensional US Marketwide Value ETF
+0.66%
+$47,600.13 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.66%
+$1,645.2 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+0.66%
+$1,187.1 
MBB iShares MBS ETF
+0.66%
+$31.86 
VDC VANGUARD CONSUMER STAPLES ETF
+0.65%
+$155.04 
DISV Dimensional International Small Cap Equity Fund
+0.65%
+$12,225.4 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.65%
+$930.24 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.64%
+$420.18 
DFIC Dimensional International Core Equity Market ETF
+0.64%
+$333.36 
ITW Illinois Tool Works Inc.
+0.64%
+$835.92 
VSGX Vanguard ESG International Stock ETF
+0.63%
+$2,480 
DALI First Trust Dorsey Wright Dynamic Allocation ETF
+0.63%
+$457.08 
CMF iShares California Muni Bond ETF
+0.62%
+$1,583.72 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$12,539.27 
TKR Timken Co.
+0.61%
+$93.84 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.61%
+$404.86 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.61%
+$2,051.79 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.6%
+$171.36 
JBND JPMorgan Active Bond ETF
+0.6%
+$611.01 
BAC Bank of America Corporation
+0.6%
+$55.49 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$305.5 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.59%
+$4.59 
DFCF Dimensional Core Fixed Income ETF
+0.59%
+$43,392.24 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.59%
+$2,275.05 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.59%
+$332.05 
ABBV AbbVie Inc.
+0.59%
+$292.05 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$118,193.57 
SPLV Invesco S&P 500 Low Volatility ETF
+0.57%
+$25,442.76 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$81,117.4 
PH Parker-Hannifin Corporation
+0.57%
+$434.4 
DFAW Dimensional World Equity ETF
+0.56%
+$28.2 
MET MetLife Inc.
+0.55%
+$33 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.55%
+$1,478.52 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
+0.54%
+$201.8 
FNDF Schwab Fundamental International Large Company Index ETF
+0.54%
+$65,244.2 
IWX iShares Russell Top 200 Value ETF
+0.54%
+$162.87 
SDG iShares MSCI Global Sustainable Development Goals ETF
+0.54%
+$69.35 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.54%
+$10,100.4 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.53%
+$1,330.8 
MMM 3M Company
+0.53%
+$5,168.67 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.52%
+$5,555.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$132,781.68 
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$5,480.22 
JEPI JPMorgan Equity Premium Income Fund
+0.51%
+$3,452.45 
XLI Industrial Select Sector SPDR Fund
+0.51%
+$698.7 
FNDC Schwab Fundamental International Small Company Index ETF
+0.51%
+$37,451 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.51%
+$1,513.2 
GOVT iShares U.S. Treasury Bond ETF
+0.5%
+$318.23 
DFIS Dimensional International Small Cap ETF
+0.49%
+$1,089.37 
MCHI iShares MSCI China ETF
+0.49%
+$122.5 
DFIP Dimensional Inflation-Protected Securities ETF
+0.48%
+$489.06 
SCHF Schwab International Equity ETF
+0.48%
+$28,243.28 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
+0.48%
+$248.32 
DIV Global X SuperDividend U.S. ETF
+0.48%
+$95.76 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.47%
+$8,217.45 
SUSL iShares ESG MSCI USA Leaders ETF
+0.47%
+$56.18 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+0.47%
+$5.72 
VTP Vanguard Total Inflation-Protected Securities ETF
+0.47%
+$367.88 
CC Chemours Co.
+0.47%
+$0.9 
SCHB Schwab U.S. Broad Market ETF
+0.46%
+$14,824.75 
GOOGL Alphabet Inc
+0.45%
+$4,874.3 
ASML ASML Holding N.V. New York Registry Shares
+0.45%
+$416.64 
TIP iShares TIPS Bond ETF
+0.45%
+$586.56 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
+0.44%
+$5,207.96 
JNK SPDR Bloomberg High Yield Bond ETF
+0.43%
+$49.6 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.43%
+$94,437.42 
XT iShares Future Exponential Technologies ETF
+0.43%
+$121.58 
NULG Nuveen ESG Large-Cap Growth ETF
+0.42%
+$354.82 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.42%
+$1,220.94 
VEU Vanguard FTSE All-World ex-US ETF
+0.42%
+$47,456.82 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.42%
+$426.56 
IEI iShares 3-7 Year Treasury Bond ETF
+0.41%
+$161.21 
IBTL iShares iBonds Dec 2031 Term Fund
+0.41%
+$413.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$21,883.54 
VT Vanguard Total World Stock ETF
+0.41%
+$435.2 
AVUS Avantis U.S. Equity ETF
+0.4%
+$573.56 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.4%
+$111.07 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.38%
+$9,866.8 
IWB iShares Russell 1000 ETF
+0.38%
+$1,540.81 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.38%
+$921.96 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.37%
+$2,206.68 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.37%
+$171.53 
GOOG Alphabet Inc
+0.37%
+$2,766.96 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.36%
+$4.03 
VRP Invesco Variable Rate Preferred ETF
+0.36%
+$648.55 
IXUS iShares Core International Stock ETF
+0.35%
+$2,744.61 
PG Procter & Gamble Co
+0.35%
+$1,828.21 
QUAL iShares MSCI USA Quality Factor ETF
+0.35%
+$3,258 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.35%
+$3,680.88 
DFUS Dimensional U.S. Equity Market ETF
+0.35%
+$1,360.1 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.34%
+$489.28 
BNDX Vanguard Total International Bond ETF
+0.34%
+$364.96 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.34%
+$219.9 
SCHX Schwab U.S. Large-Cap ETF
+0.33%
+$7,040.5 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.33%
+$174.78 
MS Morgan Stanley
+0.33%
+$46.02 
OTTR Otter Tail Corporation
+0.31%
+$95.48 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.31%
+$21,526.18 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.31%
+$5,486.19 
CNP CenterPoint Energy Inc.
+0.3%
+$24.12 
ACWI iShares MSCI ACWI ETF
+0.3%
+$32.64 
AGZD WisdomTree Trust
+0.3%
+$219.27 
VLTO Veralto Corporation
+0.3%
+$0.3 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.29%
+$272.97 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.29%
+$37.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$4,657.38 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$6,438.54 
VOO Vanguard S&P 500 ETF
+0.28%
+$13,051.93 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.28%
+$1,745.39 
SUB iShares Short-Term National Muni Bond ETF
+0.28%
+$1,133.9 
IBHJ iShares iBonds 2030 High Yield & Income ETF
+0.27%
+$22.82 
AMZN Amazon.com Inc
+0.27%
+$1,370.18 
IVV iShares Core S&P 500 ETF
+0.27%
+$49,356.36 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.27%
+$474.37 
DSI iShares MSCI KLD 400 Social ETF
+0.27%
+$37.44 
QGRW WisdomTree U.S. Quality Growth Fund
+0.26%
+$9 
RTX RTX Corporation
+0.26%
+$540 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.25%
+$934.31 
KO The Coca-Cola Company
+0.24%
+$402.16 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$22,831.74 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
+0.22%
+$96.2 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.21%
+$287.24 
SCHC Schwab International Small-Cap Equity ETF
+0.21%
+$26.5 
NUSA Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF
+0.2%
+$28.95 
CW Curtiss-Wright Corporation
+0.2%
+$20.2 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$21,223.95 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.19%
+$7,690.97 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.18%
+$922.48 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.18%
+$8,737.64 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.17%
+$64.08 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.16%
+$1,004.19 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
+0.15%
+$436.76 
SHY iShares 1-3 Year Treasury Bond ETF
+0.15%
+$664.92 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$14,127.96 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.14%
+$124.46 
IBTI iShares iBonds Dec 2028 Term ETF
+0.14%
+$181.2 
PGR Progressive Corporation
+0.14%
+$19.14 
WOOD iShares Global Timber & Forestry ETF
+0.14%
+$88.92 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.13%
+$222.09 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.13%
+$171.42 
LIN Linde plc
+0.11%
+$12.48 
OEF iShares S&P 100 ETF
+0.1%
+$433.61 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.1%
+$21,905.82 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.1%
+$5,749.65 
ALRS Alerus Financial Corporation
+0.1%
+$24.9 
ADI Analog Devices, Inc.
+0.09%
+$10.26 
IDU iShares U.S. Utilities ETF
+0.09%
+$35.6 
ELV Elevance Health, Inc.
+0.08%
+$0.34 
JPM JPMorgan Chase & Co.
+0.07%
+$293 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$47.04 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$29.95 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.05%
+$1,662.05 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.04%
+$5.33 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$802.66 
EQIX Equinix, Inc.
+0.04%
+$0.36 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$3,636.91 
AVDV Avantis International Small Cap Value ETF
+0.03%
+$453.3 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$49.37 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$1.58 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.02%
+$83.3 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.01%
+$1.53 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$17.3 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$12.45 
DFE WisdomTree Europe SmallCap Dividend Fund
0%
+$0.11 
FPI Farmland Partners Inc.
0%
$0 
IGT International Game Technology PLC
0%
$0 
IONQ IonQ, Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
SOLS Sollensys Corp
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WAT Waters Corporation
0%
$0 
AFK VanEck Vectors Africa Index ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVSC Avantis U.S. Small Cap Equity ETF
0%
$0 
DOL WisdomTree International LargeCap Dividend Fund
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
NULC Nuveen ESG Large-Cap ETF
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
SPXS Direxion Daily S&P 500 Bear 3X Shares
0%
$0 
TCHP T. Rowe Price Blue Chip Growth ETF
0%
$0 
XC WisdomTree Emerging Markets ex-China Fund
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
FTMN Franklin Minnesota Municipal Income ETF
0%
$0 
ADAM Adamas Trust, Inc.
0%
$0 
IMSR Terrestrial Energy Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
USEW Cambria US EW ETF
0%
+$4 
VSNT Versant Media Group, Inc.
0%
$0 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
0%
$0 
ORBX Global X Space Tech ETF
0%
$0 
FDXF FedEx Freight Holding Company Inc.
0%
$0 
QNDX State Street SPDR Portfolio Nasdaq 100 ETF
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
MBGL Mobility Global Inc
0%
$0 2523
25239Y170
0%
$0 2523
25239Y147
0%
$0 2523
25239Y196
0%
$0 
HPE Hewlett Packard Enterprise Company
-7.1%
-$138.88 
ANET Arista Networks, Inc.
-5.04%
-$2,932.32 
WMB The Williams Companies, Inc.
-4.92%
-$42.96 
LRMR Larimar Therapeutics Inc.
-4.79%
-$1,526.4 
NVT nVent Electric plc
-4.58%
-$1,293.15 
NVDL Graniteshares 2x Long Nvidia Daily ETF
-3.9%
-$21,391.76 
CTVA Corteva Inc.
-3.88%
-$16.64 
AMAT Applied Materials, Inc.
-3.72%
-$4,404.3 
CLF Cleveland-Cliffs Inc.
-3.42%
-$537.5 
CSCO Cisco Systems, Inc.
-3.33%
-$6,954.65 
JCI Johnson Controls International plc
-3.15%
-$601.25 
PM Philip Morris International Inc.
-2.76%
-$289.68 
PSX Phillips 66
-2.72%
-$12,709.37 
CLS Celestica Inc.
-2.5%
-$629.46 
SNPS Synopsys, Inc.
-2.46%
-$366.42 
KLAC KLA Corporation
-2.43%
-$522 
NVDA NVIDIA Corporation
-1.84%
-$31,750.07 
ET Energy Transfer L.P.
-1.83%
-$818.07 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.8%
-$480.5 
CAT Caterpillar Inc.
-1.78%
-$6,816.73 
GLW Corning Incorporated
-1.75%
-$947.1 
ONL Orion Office REIT Inc.
-1.67%
-$0.17 
EME EMCOR Group, Inc.
-1.67%
-$372.6 
MPC Marathon Petroleum Corporation
-1.65%
-$48 
GEV GE Vernova Inc.
-1.63%
-$107.38 
KMI Kinder Morgan, Inc.
-1.59%
-$125.61 
XLE Energy Select Sector SPDR Fund
-1.58%
-$404.46 
VOLT Tema Electrification Fund
-1.56%
-$180.95 
ETN Eaton Corporation plc
-1.56%
-$159.25 
CDNS Cadence Design Systems, Inc.
-1.54%
-$15.24 
VDE Vanguard Energy ETF
-1.54%
-$110.2 
AMD Advanced Micro Devices, Inc.
-1.5%
-$1,846.85 
STRL Sterling Infrastructure, Inc.
-1.5%
-$156.86 
MRK Merck & Co., Inc.
-1.48%
-$348.8 
APH Amphenol Corporation
-1.45%
-$218.4 
XOM Exxon Mobil Corporation
-1.32%
-$3,250.36 
TSLA Tesla, Inc.
-1.29%
-$4,507.59 
PANW Palo Alto Networks, Inc.
-1.27%
-$28.62 
MTUS Metallus Inc.
-1.26%
-$17.16 
CVX Chevron Corporation
-1.23%
-$1,311.04 
LIT GLOBAL X LITHIUM & BATTERY T
-1.22%
-$67.23 
FTNT Fortinet Inc.
-1.16%
-$10.7 
IXC iShares Global Energy ETF
-1.14%
-$1.42 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.1%
-$550.2 
MTUM iShares MSCI USA Momentum Factor ETF
-1.1%
-$4,014.67 
SMH VanEck Semiconductor ETF
-1.04%
-$59 
IEX IDEX Corporation
-0.92%
-$77 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.79%
-$1,641.2 
DFAE Dimensional Emerging Core Equity Market ETF
-0.79%
-$4,977.9 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.77%
-$43.8 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.72%
-$285.04 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$7,117.05 
PEP PepsiCo, Inc.
-0.69%
-$1,995.38 
AVEM Avantis Emerging Markets Equity ETF
-0.68%
-$47,809.44 
EEM iShares MSCI Emerging Markets ETF
-0.67%
-$1,156.27 
WEC WEC Energy Group Inc.
-0.67%
-$369.91 
XLK State Street Technology Select Sector SPDR ETF
-0.65%
-$230.64 
DUK Duke Energy Corporation
-0.64%
-$386.84 
KR Kroger Co.
-0.6%
-$234.46 
DFEV Dimensional Emerging Markets Value ETF
-0.58%
-$108.96 
AVGO Broadcom Inc.
-0.56%
-$178.56 
TXN Texas Instruments Inc
-0.55%
-$91.8 
ICLN iShares Global Clean Energy ETF
-0.54%
-$28.17 
GEQ Cambria Global EW 2 ETF
-0.53%
-$10,725.87 
EWJ iShares MSCI Japan ETF
-0.43%
-$156.21 
VGT Vanguard Information Technology ETF
-0.41%
-$802.74 
COST Costco Wholesale Corporation
-0.41%
-$387.03 
PNC The PNC Financial Services Group, Inc.
-0.4%
-$78.26 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
-0.38%
-$228.49 
FTEC Fidelity MSCI Information Technology Index ETF
-0.37%
-$2,938.68 
ROK Rockwell Automation, Inc.
-0.33%
-$2.78 
IYW iShares U.S. Technology ETF
-0.32%
-$746.75 
XEL Xcel Energy Inc.
-0.32%
-$361.2 
DLS WisdomTree International SmallCap Dividend Fund
-0.32%
-$704.73 
AAPL Apple Inc.
-0.28%
-$12,188.16 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.26%
-$134.8 
DNP DNP Select Income Fund Inc.
-0.25%
-$76.92 
JNJ Johnson & Johnson
-0.25%
-$616.14 
SO The Southern Company
-0.22%
-$18.2 
SPEM SPDR Portfolio Emerging Markets ETF
-0.21%
-$103.73 
PXI Invesco Dorsey Wright Energy ETF
-0.21%
-$182 
DVYE iShares Emerging Markets Dividend ETF
-0.2%
-$19.67 
LNG Cheniere Energy Inc.
-0.19%
-$2.16 
VWO Vanguard FTSE Emerging Markets ETF
-0.19%
-$13,441.89 
TITN Titan Machinery Inc.
-0.18%
-$9,836.84 
IFRA iShares U.S. Infrastructure
-0.18%
-$130 
MGK Vanguard Mega Cap Growth ETF
-0.17%
-$328.8 
CZR Caesars Entertainment, Inc.
-0.17%
-$40 
XLU Utilities Select Sector SPDR Fund
-0.17%
-$883.26 
VPU Vanguard Utilities ETF
-0.17%
-$661.19 
AFL Aflac Inc.
-0.14%
-$12.16 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$529.15 
CL Colgate-Palmolive Company
-0.12%
-$0.55 
QQQM Invesco NASDAQ 100 ETF
-0.11%
-$7.14 
META Meta Platforms Inc Class A
-0.11%
-$141.87 
SCHE Schwab Emerging Markets Equity ETF
-0.11%
-$674.56 
HACK Amplify Cybersecurity ETF
-0.11%
-$19.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.11%
-$15.9 
VUG Vanguard Growth ETF
-0.1%
-$1,944.63 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.07%
-$9.48 
MOO VanEck Agribusiness ETF
-0.05%
-$76.48 
IBHG iShares iBonds 2027 High Yield Income
-0.05%
-$2.25 
VZ Verizon Communications Inc.
-0.04%
-$18.08 
VOOG Vanguard S&P 500 Growth ETF
-0.04%
-$22.68 
IWF iShares Russell 1000 Growth ETF
-0.02%
-$26.13 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$101.9 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.02%
-$365.55 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 3636 | Longs Won 2542/3636 69% | Profit Factor 18.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $283,512.57 |
| Average Win $48,228.22 | Best Trade (Oct 16) $7.08M | Sharpe Ratio -8.63 |
| Average Loss -$6,077.54 | Worst Trade (Oct 16) -$1.57M | Z-Score 14.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 3d | Expectancy $31,888.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y147 | 3,231 | $78,061 | $78,061 | - | - | - | 0.0 |
| 2523 25239Y170 | 1,962 | $73,517 | $73,517 | - | - | - | 0.0 |
| 2523 25239Y196 | 204,051 | $8.55M | $8.55M | - | - | - | 0.0 |
| AAPL Apple Inc. | 12,696 | $2.5M | $4.34M | - | $1.85M | 73.93% | -0.28% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 1,865 | $123,931.87 | $205,821.4 | - | $81,889.53 | 66.08% | -0.791% |
| ABBV AbbVie Inc. | 177 | $30,308.63 | $50,161.8 | - | $19,853.17 | 65.5% | +0.586% |
| ABT Abbott Laboratories | 1,416 | $177,411.03 | $148,226.88 | - | -$29,184.15 | -16.45% | +2.286% |
| ACN Accenture plc Class A | 253 | $68,725.29 | $56,904.76 | - | -$11,820.53 | -17.2% | +4.633% |
| ACWI iShares MSCI ACWI ETF | 68 | $6,524.47 | $10,827.64 | - | $4,303.17 | 65.95% | +0.302% |
| ADAM Adamas Trust, Inc. | 6 | $60 | $45 | - | -$15 | -25% | 0.0 |
| ADI Analog Devices, Inc. | 27 | $5,259.89 | $10,906.65 | - | $5,646.76 | 107.36% | +0.094% |
| ADP Automatic Data Processing Inc. | 454 | $100,900.12 | $129,685.1 | - | $28,784.98 | 28.53% | +1.901% |
| AFK VanEck Vectors Africa Index ETF | 462 | $11,259 | $12,081.3 | - | $822.3 | 7.3% | 0.0 |
| AFL Aflac Inc. | 76 | $8,451 | $8,971.8 | - | $520.8 | 6.16% | -0.135% |
| AGG iShares Core U.S. Aggregate Bond ETF | 21,253 | $2.08M | $2.03M | - | -$56,150.16 | -2.69% | +0.622% |
| AGZD WisdomTree Trust | 3,234 | $71,536.08 | $73,217.76 | - | $1,681.68 | 2.35% | +0.3% |
| AIG American International Group Inc. | 10 | $547 | $791.2 | - | $244.2 | 44.64% | +2.183% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 345 | $21,344.74 | $34,641.45 | - | $13,296.71 | 62.3% | +0.884% |
| ALRS Alerus Financial Corporation | 830 | $15,365.04 | $25,489.3 | - | $10,124.26 | 65.89% | +0.098% |
| AMAT Applied Materials, Inc. | 265 | $38,930.13 | $113,952.65 | - | $75,022.52 | 192.71% | -3.721% |
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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 - $3.37M, SPDR Portfolio Short Term Corporate Bond ETF - $2.97M, Vanguard Total Bond Market Index Fund - $2.45M, SPDR Bloomberg Investment Grade Floating Rate ETF - $2.05M, and Vanguard Value ETF - $1.88M. 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 - $48,100.35, Nike, Inc. - Class B - $43,754.46, Titan Machinery Inc - $32,774.19, Oxford Industries Inc - $30,699.49, and UnitedHealth Group Incorporated - $19,788.37. 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 $40.38M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $3.25M, SPDR Portfolio Short Term Corporate Bond ETF - $2.95M, Vanguard Total Bond Market Index Fund - $2.43M, SPDR Bloomberg Investment Grade Floating Rate ETF - $2.04M, and Vanguard Short-Term Corporate Bond ETF - $1.44M. 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.
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