Kings Path Partners LLC Portfolio
Invests via Kings Path Partners LLC | Managed by Timothy Monaco
Invests via Kings Path Partners LLC
Managed by Timothy Monaco
Automatically Tracked
Company Profile
Boutique private markets advisor specializing in growth-stage and lower-middle-market equity and credit investments, Kings Path Partners LLC provides deal sourcing, capital placement and portfolio advisory for institutional and family-office clients. The firm positions itself as a sector-agnostic partner with emphasis on operational due diligence, co-investment facilitation and bespoke fund structuring to support scalable operating companies and sponsor-led transactions.
Boutique private markets advisor specializing in growth-stage and lower-middle-market equity and credit investments, Kings Path Partners LLC provides deal sourcing, capital placement and portfolio advisory for institutional and family-office clients. The firm positions itself as a sector-agnostic partner with emphasis on operational due diligence, co-investment facilitation and bespoke fund structuring to support scalable operating companies and sponsor-led transactions.
Investment Philosophy & Strategy
A boutique private‑markets advisor seeks to deploy patient, concentrated private‑markets capital into growth-stage and lower‑middle‑market companies via direct equity, credit and co‑investment structures. Emphasis is on sector‑agnostic underwriting informed by rigorous operational due diligence, alignment-focused co-investments, and bespoke fund structuring to preserve upside while controlling downside. Strategy favors partnership with founders and sponsors, active portfolio advisory to accelerate scaling, and a multi-year horizon with disciplined risk controls and capital‑efficient value creation.
A boutique private‑markets advisor seeks to deploy patient, concentrated private‑markets capital into growth-stage and lower‑middle‑market companies via direct equity, credit and co‑investment structures. Emphasis is on sector‑agnostic underwriting informed by rigorous operational due diligence, alignment-focused co-investments, and bespoke fund structuring to preserve upside while controlling downside. Strategy favors partnership with founders and sponsors, active portfolio advisory to accelerate scaling, and a multi-year horizon with disciplined risk controls and capital‑efficient value creation.
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:
1.3%
Gain
Monthly
0.05%
Yearly
0.63%
Drawdown
21.9%
$308.85M
Equity
Holdings
$308.85M
Investment
$253.39M
$58.2M
Profit -$1.54M
Realized
$2.75M
Unrealized
$55.45M
Dividends
$12.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.54M
Win %
71%
This Week
Compared To Last Week
Gain
-1.01%
Profit
-$3.14M
Win %
71%
This Month
Compared to last month
Gain
-0.99%
Profit
-$3.08M
Win %
71%
This Year
Compared to last year
Gain
7.45%
Profit
$21.41M
Win %
71%
TTI Tetra Technologies Inc.
+3.21%
+$9,236.5 
PL PLANET LABS PBC
+3.17%
+$8,291.5 
ALL Allstate Corporation
+3.03%
+$80.63 
HPQ HP Inc.
+3%
+$283.48 
FIG Figma Inc. Class A Common Stock
+2.78%
+$65 
FWRG First Watch Restaurant Group, Inc.
+2.75%
+$3,626.37 
CSCO Cisco Systems, Inc.
+2.57%
+$332.76 
HPE Hewlett Packard Enterprise Company
+2.42%
+$390.22 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+2.36%
+$340.89 
VITL Vital Farms Inc.
+2.35%
+$4,212.9 
MU Micron Technology, Inc.
+2.2%
+$562.2 
ZS Zscaler Inc.
+2.19%
+$321 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.18%
+$3,738.9 
FORD Forward Industries Inc.
+2.13%
+$19 
WTTR Select Water Solutions Inc.
+1.97%
+$10,132.2 
LGND Ligand Pharmaceuticals Inc.
+1.95%
+$22,888.8 
DVN Devon Energy Corporation
+1.81%
+$14.04 
GEV GE Vernova Inc.
+1.7%
+$282.56 
ORCL Oracle Corporation
+1.64%
+$240.72 
UGL ProShares Ultra Gold
+1.62%
+$13.21 
CVX Chevron Corporation
+1.58%
+$6,748.29 
AGQ ProShares Ultra Silver
+1.49%
+$7.96 
FWONA Liberty Media Corporation
+1.45%
+$18.77 
PLUG Plug Power Inc.
+1.4%
+$195.6 
JNJ Johnson & Johnson
+1.37%
+$4,064.54 
XOM Exxon Mobil Corporation
+1.32%
+$15,876.48 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
+1.17%
+$15.02 
VDE Vanguard Energy ETF
+1.15%
+$564.57 
GE General Electric Company
+1.13%
+$253.5 
XLE Energy Select Sector SPDR Fund
+1.09%
+$2,325 
PGR Progressive Corporation
+1.08%
+$93.24 
PANW Palo Alto Networks, Inc.
+1.06%
+$1,080 
RRC Range Resources Corporation
+0.98%
+$177.5 
TRGP Targa Resources Corp.
+0.86%
+$22,972.8 
IAU iShares Gold Trust
+0.84%
+$2,020.62 
NNE Nano Nuclear Energy Inc.
+0.83%
+$27 
GLD SPDR Gold Shares
+0.82%
+$358.19 
SIVR abrdn Physical Silver Shares ETF
+0.76%
+$195.2 
CAT Caterpillar Inc.
+0.75%
+$401.99 
SANM Sanmina Corporation
+0.7%
+$13.9 
SLV iShares Silver Trust
+0.69%
+$35 
TYD Direxion Daily 7-10 Year Treasury Bull 3X Shares
+0.69%
+$9.76 
AMT American Tower Corporation
+0.67%
+$293.96 
DXC Dxc Technology Co.
+0.64%
+$1.56 
MRVL Marvell Technology, Inc.
+0.64%
+$480 
ADSK Autodesk, Inc.
+0.58%
+$78.75 
ET Energy Transfer L.P.
+0.57%
+$920 
KRT Karat Packaging Inc.
+0.52%
+$3,598.34 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.51%
+$48 
COCO The Vita Coco Company, Inc.
+0.51%
+$3,243.05 
WK Workiva Inc.
+0.46%
+$837.2 
TLT iShares 20+ Year Treasury Bond ETF
+0.43%
+$437.04 
CVS CVS Health Corporation
+0.42%
+$22.25 
VGLT Vanguard Long-Term Treasury Fund
+0.34%
+$7,094.19 
PWR Quanta Services Inc.
+0.34%
+$34 
SCHP Schwab U.S. TIPS ETF
+0.33%
+$15,269.06 
TIP iShares TIPS Bond ETF
+0.31%
+$425.45 
UNP Union Pacific Corporation
+0.31%
+$135.24 
MP MP Materials Corp.
+0.26%
+$12 
SOUN SoundHound AI Inc.
+0.24%
+$1.5 
AAPL Apple Inc.
+0.2%
+$950.94 
CRWD CrowdStrike Holdings, Inc.
+0.17%
+$13.6 
STIP iShares 0-5 Year TIPS Bond ETF
+0.15%
+$138.26 
HEI.A Heico Corporation
+0.15%
+$9.88 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$1,592.99 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$275.44 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.11%
+$0.1 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.1%
+$486.07 
BKAG BNY Mellon Core Bond ETF
+0.1%
+$283.04 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$999.89 
VCRB Vanguard Core Bond ETF
+0.08%
+$4,978.14 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.08%
+$10,321.6 
SHYM iShares High Yield Bond ETF
+0.07%
+$50.69 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$281.99 
DFCF Dimensional Core Fixed Income ETF
+0.06%
+$8,111.45 
SHV iShares Short Treasury Bond ETF
+0.04%
+$747.36 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$77.32 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$50.68 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$83.65 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$108.12 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$22.07 
BNDW Vanguard Total World Bond ETF
+0.01%
+$78.81 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$305.44 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.01%
+$87.03 
89679E102
0%
$0 
BPRE
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
OSW
0%
$0 
DPST Direxion Daily Regional Banks Bull 3X Shares
-6.15%
-$77.56 
UFPT UFP Technologies Inc.
-5.28%
-$29,945.5 
LMB Limbach Holdings Inc.
-4.99%
-$10,291.2 
GEHC GE HealthCare Technologies Inc.
-4.35%
-$60.06 
BLFS Biolife Solutions Inc.
-3.95%
-$19,801.15 
EDC Direxion Daily MSCI Emerging Markets Bull 3X Shares
-3.81%
-$41.25 
IREN IREN Limited
-3.67%
-$256 
WBI WaterBridge Infrastructure LLC
-3.58%
-$8,625 
WRBY Warby Parker Inc.
-3.17%
-$11,970 
CVLG Covenant Logistics Group Inc.
-3.15%
-$16,174.32 
SKYW SkyWest Inc.
-3.07%
-$788.48 
FVRR Fiverr International Ltd.
-3.01%
-$35 
ANIP Ani Pharmaceuticals Inc.
-2.98%
-$15,128 
GRBK Green Brick Partners Inc.
-2.95%
-$14,876.22 
QNST QuinStreet Inc.
-2.95%
-$5,834.4 
TTD The Trade Desk, Inc. Class A
-2.9%
-$555 
CCB Coastal Financial Corporation
-2.88%
-$7,139 
MCB Metropolitan Bank Holding Corp.
-2.86%
-$18,734 
META Meta Platforms Inc Class A
-2.83%
-$12,767 
SBUX Starbucks Corporation
-2.73%
-$876.16 
ESAB Esab Corporation
-2.69%
-$46.93 
UPRO ProShares UltraPro S&P500
-2.68%
-$100.1 
MNST Monster Beverage Corporation
-2.63%
-$1,578 
GOOGL Alphabet Inc
-2.57%
-$1,640.7 
GOOG Alphabet Inc
-2.56%
-$4,344 
TSLA Tesla, Inc.
-2.39%
-$4,680 
HD The Home Depot, Inc.
-2.35%
-$792.49 
MLAB Mesa Laboratories Inc.
-2.23%
-$7,559.1 
UAL United Airlines Holdings, Inc.
-2.17%
-$516 
CBRE CBRE Group Inc.
-2.12%
-$469.7 
MLM Martin Marietta Materials, Inc.
-2.1%
-$363.9 
MCD McDonald's Corporation
-2.1%
-$843.78 
TXN Texas Instruments Inc
-2.04%
-$3,334.8 
MGRC McGrath RentCorp
-2.04%
-$3,581.5 
MELI MercadoLibre, Inc.
-2.04%
-$1,135.8 
PWP Perella Weinberg Partners
-2.01%
-$7,279.8 
CPRT Copart Inc.
-2%
-$442.96 
NVDA NVIDIA Corporation
-1.98%
-$1,646 
LMAT Lemaitre Vascular Inc.
-1.97%
-$12,393 
ANGX Angel Studios, Inc.
-1.93%
-$20.96 
KKR KKR & Co. Inc.
-1.93%
-$1,100.88 
PEP PepsiCo, Inc.
-1.89%
-$1,315 
URTY ProShares UltraPro Russell2000
-1.88%
-$28.08 
BFST Business First Bancshares, Inc.
-1.88%
-$11,664.3 
PAHC Phibro Animal Health Corporation
-1.85%
-$10,979.2 
VWO Vanguard FTSE Emerging Markets ETF
-1.85%
-$248,695.49 
CPT Camden Property Trust
-1.83%
-$628.5 
BN Brookfield Corporation
-1.81%
-$902.4 
MCO Moody's Corporation
-1.8%
-$233.25 
V Visa Inc. Class A
-1.8%
-$1,574.4 
COIN Coinbase Global, Inc.
-1.73%
-$277 
IP International Paper Company
-1.69%
-$96 
BKNG Booking Holdings Inc.
-1.65%
-$532 
BSX Boston Scientific Corporation
-1.58%
-$497.73 
CIFR Cipher Mining Inc.
-1.55%
-$27.5 
ARKK ARK Innovation ETF Fund
-1.51%
-$250.56 
PDFS Pdf Solutions Inc.
-1.5%
-$19,110 
MSFT Microsoft Corp.
-1.49%
-$2,493.37 
IDCC InterDigital, Inc.
-1.46%
-$275.95 
INTC Intel Corporation
-1.44%
-$51.8 
DG Dollar General Corporation
-1.44%
-$27.45 
IPAC iShares Core MSCI Pacific ETF
-1.41%
-$559.12 
AVDV Avantis International Small Cap Value ETF
-1.36%
-$86,712.62 
BUD Anheuser-Busch InBev S.A. ADR
-1.33%
-$108.5 
MSCI MSCI Inc.
-1.32%
-$101.28 
VUG Vanguard Growth ETF
-1.32%
-$697.68 
AVES Avantis Emerging Markets Value ETF
-1.31%
-$313.12 
IEMG iShares Core MSCI Emerging Markets ETF
-1.28%
-$11,209 
TDG TransDigm Group Inc.
-1.27%
-$863.5 
PG Procter & Gamble Co
-1.22%
-$500.85 
QUAL iShares MSCI USA Quality Factor ETF
-1.22%
-$393.96 
IIIV I3 Verticals Inc.
-1.19%
-$5,068.75 
WBD Warner Bros. Discovery, Inc.
-1.17%
-$2.24 
TFC Truist Financial Corporation
-1.15%
-$15.25 
IJS iShares S&P Small-Cap 600 Value ETF
-1.14%
-$954.55 
KRUS Kura Sushi USA Inc.
-1.14%
-$2,821.5 
ECL Ecolab Inc.
-1.11%
-$342.72 
NXPI NXP Semiconductors N.V.
-1.09%
-$294 
IWN iShares Russell 2000 Value ETF
-1.06%
-$201.45 
AVEM Avantis Emerging Markets Equity ETF
-1.05%
-$71,163.55 
PLTR Palantir Technologies Inc.
-1.05%
-$282 
INTU Intuit Inc.
-1.03%
-$217.8 
DFAT Dimensional US Targeted Value ETF
-0.97%
-$116,692.11 
HLT Hilton Worldwide Holdings Inc.
-0.95%
-$580.23 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.95%
-$803.99 
IJR iShares Core S&P Small-Cap ETF
-0.94%
-$113.16 
WULF TeraWulf Inc.
-0.92%
-$1,843.87 
USB U.S. Bancorp
-0.91%
-$145 
MDLZ Mondelez International, Inc.
-0.9%
-$191.47 
NEM Newmont Corporation
-0.89%
-$81 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.88%
-$1,345.57 
AVUV Avantis U.S. Small Cap Value ETF
-0.87%
-$8,112.5 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.87%
-$1,513.38 
IRMD Iridium Corporation
-0.87%
-$5,814 
VOO Vanguard S&P 500 ETF
-0.87%
-$1,809.28 
WFC Wells Fargo & Company
-0.86%
-$304 
IVV iShares Core S&P 500 ETF
-0.86%
-$17,572.18 
CRM Salesforce Inc
-0.86%
-$260.48 
EURL Direxion Daily FTSE Europe Bull 3X Shares
-0.85%
-$32.78 
NCNO nCino, Inc.
-0.85%
-$2,668.32 
AVXC Avantis Emerging Markets Ex China ETF
-0.85%
-$46.9 
DFAU Dimensional US Core Equity Market ETF
-0.85%
-$1,034.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.84%
-$33,599.08 
DFUS Dimensional U.S. Equity Market ETF
-0.84%
-$1,518 
AMZN Amazon.com Inc
-0.84%
-$2,089.51 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.84%
-$1,194.38 
EE Excelerate Energy, Inc.
-0.84%
-$4,803.15 
ACWI iShares MSCI ACWI ETF
-0.83%
-$6,635.93 
VONE Vanguard Russell 1000 ETF
-0.83%
-$59.43 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.82%
-$2.45 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.81%
-$1,856.8 
ORLY O'Reilly Automotive Inc.
-0.81%
-$441 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.81%
-$281,904.94 
DFAS Dimensional U.S. Small Cap ETF
-0.81%
-$98.34 
COST Costco Wholesale Corporation
-0.8%
-$635.88 
FNDC Schwab Fundamental International Small Company Index ETF
-0.8%
-$3,070.86 
VEU Vanguard FTSE All-World ex-US ETF
-0.8%
-$250.21 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.8%
-$185,877 
ODD Oddity Tech Ltd.
-0.8%
-$915.85 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.8%
-$630.42 
DUHP Dimensional US High Profitability ETF
-0.79%
-$82.19 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.79%
-$18.62 
T AT&T Inc.
-0.77%
-$5.1 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.77%
-$2,006.63 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.74%
-$1,021.8 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.73%
-$698.88 
EFG iShares MSCI EAFE Growth ETF
-0.7%
-$442 
AVUS Avantis U.S. Equity ETF
-0.69%
-$213.84 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
-0.65%
-$3,683.35 
FIVA Fidelity International Value Factor ETF
-0.65%
-$0.25 
AVDE Avantis International Equity ETF
-0.65%
-$287.1 
FSMD Fidelity Small-Mid Multifactor ETF
-0.65%
-$6.6 
IJH iShares Core S&P Mid-Cap ETF
-0.65%
-$3,196.76 
VB Vanguard Small-Cap ETF
-0.64%
-$620.16 
VGT Vanguard Information Technology ETF
-0.64%
-$199.92 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$20,005.54 
VIDI Vident International Equity Strategy ETF
-0.62%
-$271.25 
VUSE Vident U.S. Equity Strategy ETF
-0.62%
-$537.56 
ES Eversource Energy
-0.61%
-$36.8 
IWM iShares Russell 2000 ETF
-0.61%
-$597.3 
NVEC Nve Corp.
-0.61%
-$3,927.61 
VRSK Verisk Analytics Inc.
-0.6%
-$154.88 
GRDN Guardian Pharmacy Services Inc.
-0.58%
-$2,420.5 
EIX Edison International
-0.58%
-$40.5 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$831.43 
VIG Vanguard Dividend Appreciation ETF
-0.56%
-$2,087.1 
EFA iShares MSCI EAFE ETF
-0.56%
-$681.5 
FELC Fidelity Enhanced Large Cap Core ETF
-0.56%
-$0.23 
WAB Wabtec Corporation
-0.54%
-$2.86 
GAL SPDR SSGA Global Allocation ETF
-0.53%
-$28 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.51%
-$487.2 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.51%
-$56,380.03 
VONV Vanguard Russell 1000 Value Index Fund
-0.51%
-$4,673.1 
STC Stewart Information Services Corporation
-0.49%
-$372.75 
PLOW Douglas Dynamics Inc.
-0.49%
-$3,526.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.46%
-$79,878.82 
SCHF Schwab International Equity ETF
-0.46%
-$115,598.75 
SEI Solaris Energy Infrastructure Inc.
-0.46%
-$2,539.6 
IUSV iShares Core S&P U.S. Value ETF
-0.45%
-$254.49 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.44%
-$14,088.2 
VO Vanguard Mid-Cap ETF
-0.43%
-$1,611.84 
BKIE BNY Mellon International Equity ETF
-0.42%
-$81.34 
CHTR Charter Communications Inc
-0.42%
-$0.56 
BRK-B Berkshire Hathaway Inc.
-0.41%
-$1,914.78 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.4%
-$594 
DIHP Dimensional International High Profitability Portfolio
-0.38%
-$18.33 
WMT Walmart Inc.
-0.38%
-$328.24 
FDMO Fidelity Momentum Factor ETF
-0.38%
-$1.77 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-0.32%
-$2.31 
VGK Vanguard FTSE Europe ETF
-0.32%
-$107.14 
FELV Fidelity Enhanced Large Cap Value ETF
-0.32%
-$1.56 
JPM JPMorgan Chase & Co.
-0.29%
-$273.24 
AVLV Avantis U.S. Large Cap Value ETF
-0.29%
-$37,436.82 
ARES Ares Management Corporation
-0.29%
-$15.84 
AVGO Broadcom Inc.
-0.28%
-$106 
DE Deere & Company
-0.28%
-$235.94 
DFIV Dimensional International Value ETF
-0.27%
-$26,240.55 
UEC Uranium Energy Corp.
-0.27%
-$25 
VNQ Vanguard Real Estate ETF
-0.27%
-$178.08 
DFUV Dimensional US Marketwide Value ETF
-0.26%
-$292.03 
FNDF Schwab Fundamental International Large Company Index ETF
-0.26%
-$2,427.11 
VTV Vanguard Value ETF
-0.25%
-$339.11 
MTUM iShares MSCI USA Momentum Factor ETF
-0.2%
-$116.4 
AGX Argan Inc.
-0.19%
-$1,795.29 
BRK-A Berkshire Hathaway Inc.
-0.18%
-$4,092.66 
SCHH Schwab U.S. REIT ETF
-0.18%
-$0.04 
BRO Brown & Brown Inc.
-0.16%
-$25.41 
MRK Merck & Co., Inc.
-0.14%
-$468 
BKMC BNY Mellon US Mid Cap Core Equity ETF
-0.14%
-$33.32 
PNTG The Pennant Group, Inc.
-0.13%
-$937.17 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$2,075.82 
PFE Pfizer Inc.
-0.1%
-$71.25 
HYD VanEck High Yield Muni ETF
-0.1%
-$0.05 
BOOT Boot Barn Holdings, Inc.
-0.09%
-$188.34 
MUB iShares National Muni Bond ETF
-0.08%
-$1,773.27 
BNDX Vanguard Total International Bond ETF
-0.07%
-$887.81 
ADMA Adma Biologics Inc.
-0.06%
-$144.7 
BITO ProShares Bitcoin ETF
-0.06%
-$100 
DFNM Dimensional National Municipal Bond ETF
-0.05%
-$399.02 
DFGP Dimensional Global Core Fixed Income Fund
-0.04%
-$2,778.24 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.03%
-$0.27 
ROST Ross Stores, Inc.
-0.02%
-$0.5 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$210.97 
AON Aon plc
-0.01%
-$0.84 
VGSH Vanguard Short-Term Treasury Fund
0%
-$419.21 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1114 | Longs Won 710/1114 63% | Profit Factor 7.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $344,713.3 |
| Average Win $93,960.03 | Best Trade (Jul 15) $6.71M | Sharpe Ratio -10.9 |
| Average Loss -$21,071.29 | Worst Trade (Mar 30) -$668,915 | Z-Score 4.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 2d | Expectancy $52,243.1 |
| 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 | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
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