Hager Investment Management Services LLC Portfolio
Invests via HAGER INVESTMENT MANAGEMENT SERVICES, LLC | Managed by Andrew Hager, Peter Hager
Invests via HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Managed by Andrew Hager, Peter Hager
Automatically Tracked
Company Profile
Operates as a boutique investment management and advisory firm focused on separately managed accounts, wealth advisory and institutional sub-advisory services for RIAs, family offices and small institutions. HAGER INVESTMENT MANAGEMENT SERVICES, LLC emphasizes multi-asset strategies, risk-managed equity and fixed-income solutions and customized portfolio construction. The firm positions itself for mid-sized advisory platforms seeking white-label investment capability and overlay risk governance.
Operates as a boutique investment management and advisory firm focused on separately managed accounts, wealth advisory and institutional sub-advisory services for RIAs, family offices and small institutions. HAGER INVESTMENT MANAGEMENT SERVICES, LLC emphasizes multi-asset strategies, risk-managed equity and fixed-income solutions and customized portfolio construction. The firm positions itself for mid-sized advisory platforms seeking white-label investment capability and overlay risk governance.
Investment Philosophy & Strategy
Focuses on delivering white‑label, risk‑aware investment solutions for RIAs, family offices and small institutions via separately managed accounts and sub‑advisory mandates. Emphasizes multi‑asset diversification and disciplined overlay risk governance, blending risk‑managed equity and fixed‑income sleeves to meet customized liability and cash‑flow objectives. Capital deployment is pragmatic and mid‑term oriented, favoring barbelled allocations that balance growth and income while using overlays and active rebalancing to control drawdowns. Competitive edge lies in boutique customization, scalable platform integration and client‑centric governance.
Focuses on delivering white‑label, risk‑aware investment solutions for RIAs, family offices and small institutions via separately managed accounts and sub‑advisory mandates. Emphasizes multi‑asset diversification and disciplined overlay risk governance, blending risk‑managed equity and fixed‑income sleeves to meet customized liability and cash‑flow objectives. Capital deployment is pragmatic and mid‑term oriented, favoring barbelled allocations that balance growth and income while using overlays and active rebalancing to control drawdowns. Competitive edge lies in boutique customization, scalable platform integration and client‑centric governance.
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:
2.29%
Gain
Monthly
0.12%
Yearly
1.48%
Drawdown
29.71%
$208.3M
Equity
Holdings
$208.3M
Investment
$152.79M
$59M
Profit -$2.32M
Realized
$3.49M
Unrealized
$55.51M
Dividends
$3.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.32M
Win %
69%
This Week
Compared To Last Week
Gain
-2.05%
Profit
-$4.36M
Win %
69%
This Month
Compared to last month
Gain
-2.63%
Profit
-$5.63M
Win %
69%
This Year
Compared to last year
Gain
16.7%
Profit
$29.8M
Win %
68%
ABT Abbott Laboratories
+10.29%
+$8,220.58 
CTAS Cintas Corporation
+7.21%
+$443.84 
AORT Artivion Inc.
+5.82%
+$424.5 
MCK McKesson Corporation
+5.52%
+$52,128.15 
AVAV AeroVironment Inc.
+5.35%
+$173.65 
GNL Global Net Lease, Inc.
+5.11%
+$35.49 
DKS Dick's Sporting Goods, Inc.
+4.43%
+$12,330.25 
MDLZ Mondelez International, Inc.
+4.43%
+$884 
CFG Citizens Financial Group, Inc.
+4.33%
+$112,324.52 
NKE Nike, Inc. - Class B
+4.27%
+$175.2 
WM Waste Management, Inc.
+4.08%
+$14,521.77 
SYK Stryker Corporation
+4.05%
+$124,449.15 
CTRE CareTrust REIT Inc.
+3.92%
+$623.29 
PLD Prologis Inc.
+3.77%
+$17,901 
IDXX IDEXX Laboratories, Inc.
+3.71%
+$23,729.3 
ITW Illinois Tool Works Inc.
+3.68%
+$1,338.66 
KR Kroger Co.
+3.66%
+$30,072.96 
ZTS Zoetis Inc.
+3.66%
+$1,937.47 
PM Philip Morris International Inc.
+3.62%
+$478.15 
O Realty Income Corporation
+3.61%
+$42,624.39 
MRK Merck & Co., Inc.
+3.56%
+$64,517.2 
PODD Insulet Corporation
+3.54%
+$445.65 
AWK American Water Works Company, Inc.
+3.5%
+$67.8 
IBM International Business Machines Corporation
+3.48%
+$1,838.75 
UNP Union Pacific Corporation
+3.42%
+$14,243.1 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.42%
+$410.45 
LAND Gladstone Land Corporation
+3.41%
+$23.6 
ABBV AbbVie Inc.
+3.36%
+$48,192.7 
OHI Omega Healthcare Investors Inc.
+3.35%
+$70,409.74 
GRMN Garmin Ltd.
+3.34%
+$1,090.8 
HSY The Hershey Company
+3.26%
+$555 
ADP Automatic Data Processing Inc.
+3.25%
+$1,892.53 
CRM Salesforce Inc
+3.21%
+$69.68 
CMCSA Comcast Corp
+3.16%
+$4,034.65 
GILD Gilead Sciences Inc.
+3.15%
+$32,384.48 
TFX Teleflex Incorporated
+3.13%
+$1,197.7 
MTG MGIC Investment Corporation
+3.12%
+$23.62 
T AT&T Inc.
+3.06%
+$650.41 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+3.04%
+$229.95 
DGX Quest Diagnostics Inc.
+3.02%
+$9,752 
BHB Bar Harbor Bankshares
+3.02%
+$5,639.12 
PSX Phillips 66
+2.97%
+$3,524.12 
AMGN Amgen Inc.
+2.94%
+$35,481.88 
ISRG Intuitive Surgical, Inc.
+2.91%
+$498.74 
COST Costco Wholesale Corporation
+2.9%
+$101,954.79 
WELL Welltower Inc.
+2.87%
+$949.98 
PEP PepsiCo, Inc.
+2.87%
+$1,218.32 
TSCO Tractor Supply Company
+2.79%
+$2,059.91 
CP Canadian Pacific Kansas City Limited
+2.79%
+$1,616 
VZ Verizon Communications Inc.
+2.79%
+$1,460.29 
GEHC GE HealthCare Technologies Inc.
+2.79%
+$102.1 
MPC Marathon Petroleum Corporation
+2.71%
+$202.5 
KO The Coca-Cola Company
+2.71%
+$4,368.57 
SBUX Starbucks Corporation
+2.7%
+$1,712.52 
CL Colgate-Palmolive Company
+2.7%
+$988 
TJX The TJX Companies, Inc.
+2.65%
+$62,744 
OKE ONEOK, Inc.
+2.64%
+$28.8 
BMY Bristol-Myers Squibb Company
+2.63%
+$572.09 
FITB Fifth Third Bancorp
+2.49%
+$317.9 
WGO Winnebago Industries, Inc.
+2.48%
+$3,038.12 
AZO AutoZone Inc.
+2.47%
+$1,026.9 
MCD McDonald's Corporation
+2.47%
+$3,372.05 
SPGI S&P Global Inc.
+2.46%
+$1,365.94 
WMT Walmart Inc.
+2.42%
+$83,605.73 
BLDR Builders FirstSource, Inc.
+2.41%
+$23.79 
MA Mastercard Incorporated
+2.4%
+$3,474.93 
BDX Becton, Dickinson and Company
+2.4%
+$1,831.49 
DMC Fresh Del Monte Produce Inc.
+2.35%
+$342.9 
KMB Kimberly-Clark Corporation
+2.35%
+$3,990 
LOW Lowe's Companies Inc.
+2.33%
+$15,366 
CTVA Corteva Inc.
+2.29%
+$924.93 
PRU Prudential Financial, Inc.
+2.22%
+$9,164.7 
PHM PulteGroup Inc.
+2.19%
+$618.75 
IP International Paper Company
+2.18%
+$160 
DIS The Walt Disney Company
+2.16%
+$865.2 
MTB M&T Bank Corporation
+2.15%
+$5,516.55 
SSD Simpson Manufacturing Co., Inc.
+2.13%
+$32.32 
SHOP Shopify Inc.
+2.07%
+$256.26 
AAPL Apple Inc.
+2.05%
+$229,923.9 
EXC Exelon Corporation
+2.04%
+$677.87 
V Visa Inc. Class A
+2.03%
+$29,334.86 
DRI Darden Restaurants, Inc.
+1.95%
+$321.72 
TGT Target Corporation
+1.95%
+$175.5 
NWE NorthWestern Energy Group, Inc.
+1.86%
+$25,604.73 
SYY Sysco Corporation
+1.86%
+$159 
FSK FS KKR Capital Corp.
+1.84%
+$12.2 
KMI Kinder Morgan, Inc.
+1.79%
+$89.12 
PG Procter & Gamble Co
+1.78%
+$2,510.64 
MSFT Microsoft Corp.
+1.73%
+$107,372.88 
RACE Ferrari N.V.
+1.7%
+$383.4 
CHWY Chewy Inc.
+1.67%
+$312.4 
NVO Novo Nordisk A/S Sponsored ADR
+1.55%
+$536.94 
EMR Emerson Electric Co.
+1.53%
+$123.31 
PPC Pilgrim's Pride Corporation
+1.45%
+$7.4 
CVX Chevron Corporation
+1.44%
+$16,416.92 
MET MetLife Inc.
+1.44%
+$2,328.03 
VSNT Versant Media Group, Inc.
+1.42%
+$72.93 
BRK-B Berkshire Hathaway Inc.
+1.41%
+$5,592.18 
HTGC Hercules Capital Inc.
+1.4%
+$11.93 
TRP TC Energy Corporation
+1.37%
+$26.6 
LNG Cheniere Energy Inc.
+1.32%
+$25,702.99 
UBER Uber Technologies, Inc.
+1.31%
+$416.1 
HD The Home Depot, Inc.
+1.3%
+$43,321.08 
FDX FedEx Corporation
+1.29%
+$141.4 
NVS Novartis AG Sponsored ADR
+1.27%
+$245.76 
ATO Atmos Energy Corporation
+1.27%
+$37.74 
SO The Southern Company
+1.26%
+$2,257.43 
ACM Aecom
+1.25%
+$18.06 
ECL Ecolab Inc.
+1.24%
+$875.08 
AFL Aflac Inc.
+1.22%
+$126.85 
DUK Duke Energy Corporation
+1.21%
+$2,076.25 
TSLX Sixth Street Specialty Lending Inc.
+1.21%
+$11.97 
JNJ Johnson & Johnson
+1.2%
+$5,307.4 
TRV The Travelers Companies, Inc.
+1.19%
+$1,957.5 
UNH UnitedHealth Group Incorporated
+1.18%
+$1,625.24 
VRTX Vertex Pharmaceuticals Incorporated
+1.18%
+$28,749.8 
XOM Exxon Mobil Corporation
+1.18%
+$6,376.7 
BCSF Bain Capital Specialty Finance Inc.
+1.13%
+$18,477.35 
OSK Oshkosh Corporation
+1.13%
+$277.16 
SFM Sprouts Farmers Market, Inc.
+1.13%
+$14.86 
XLE Energy Select Sector SPDR Fund
+1.12%
+$610.87 
PFE Pfizer Inc.
+1.07%
+$223.61 
ADM Archer-Daniels-Midland Co
+1.01%
+$345.28 
TMDX TransMedics Group Inc.
+1.01%
+$2,879.64 
EVRG Evergy Inc.
+1%
+$2,614.16 
ACGL Arch Capital Group Ltd
+0.99%
+$50.97 
HON Honeywell International Inc.
+0.93%
+$258.75 
CSWC Capital Southwest Corporation
+0.88%
+$105 
APD Air Products and Chemicals, Inc.
+0.87%
+$218.5 
DE Deere & Company
+0.85%
+$671.34 
IUSV iShares Core S&P U.S. Value ETF
+0.81%
+$289.8 
LLY Eli Lilly and Company
+0.81%
+$47,615.88 
ROK Rockwell Automation, Inc.
+0.8%
+$14,911 
XEL Xcel Energy Inc.
+0.78%
+$620 
MMM 3M Company
+0.78%
+$321.25 
OBDC Blue Owl Capital Corporation
+0.77%
+$647.87 
WEC WEC Energy Group Inc.
+0.74%
+$1,822.8 
GD General Dynamics Corporation
+0.74%
+$817.76 
TOL Toll Brothers Inc
+0.69%
+$19,498.7 
VONV Vanguard Russell 1000 Value Index Fund
+0.68%
+$959.04 
CARR Carrier Global Corporation
+0.68%
+$285.51 
PH Parker-Hannifin Corporation
+0.57%
+$235.21 
SQ Block, Inc.
+0.57%
+$18.8 
OC Owens Corning
+0.54%
+$38.5 
DVN Devon Energy Corporation
+0.49%
+$174.93 
ESLT Elbit Systems Ltd.
+0.47%
+$98.75 
AMT American Tower Corporation
+0.46%
+$527 
AXP American Express Company
+0.44%
+$9,099.57 
AZN AstraZeneca PLC American Depositary Shares
+0.42%
+$17.04 
PNC The PNC Financial Services Group, Inc.
+0.39%
+$1,679 
MAR Marriott International Inc. - Class A
+0.38%
+$35.12 
AEP American Electric Power Company, Inc.
+0.35%
+$46 
NFLX Netflix, Inc.
+0.34%
+$10,231.25 
CGBD Carlyle Secured Lending, Inc.
+0.33%
+$7,017.05 
BG Bunge Global S.A.
+0.3%
+$2,518.95 
TMO Thermo Fisher Scientific Inc.
+0.29%
+$54.6 
MTN Vail Resorts, Inc.
+0.28%
+$6.3 
STLD Steel Dynamics Inc.
+0.27%
+$174.72 
AMP Ameriprise Financial, Inc.
+0.25%
+$60.08 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$6.12 
NEE NextEra Energy, Inc.
+0.22%
+$556.8 
ENR Energizer Holdings Inc.
+0.14%
+$8.85 
LMT Lockheed Martin Corporation
+0.14%
+$569.62 
EA Electronic Arts Inc.
+0.12%
+$6.37 
TEL TE Connectivity plc
+0.07%
+$11.1 
CVS CVS Health Corporation
+0.06%
+$14.7 
BEIGF BeiGene Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HOLX Hologic Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RKLB Rocket Lab Corporation
-11.97%
-$875.52 
NNE Nano Nuclear Energy Inc.
-10.19%
-$314.86 
GLW Corning Incorporated
-10.07%
-$552,086.4 
SMR NuScale Power Corporation
-9.45%
-$3,497.68 
MRVL Marvell Technology, Inc.
-9.28%
-$339,371.34 
UUUU Energy Fuels Inc.
-8.45%
-$53.5 
PYXS Pyxis Oncology, Inc.
-8.03%
-$975 
NOK Nokia Corporation Sponsored ADR
-8%
-$89.99 
HOOD Robinhood Markets, Inc.
-7.82%
-$1,119.72 
CSIQ Canadian Solar Inc.
-7.32%
-$58 
AMSC American Superconductor Corporation
-7.11%
-$125.5 
MU Micron Technology, Inc.
-6.45%
-$188,166.37 
INTC Intel Corporation
-6.44%
-$2,985.75 
FTAI FTAI Aviation Ltd.
-6.38%
-$354.64 
AMD Advanced Micro Devices, Inc.
-6.16%
-$475,294.01 
TER Teradyne, Inc.
-5.92%
-$932.49 
FLEX Flex Ltd.
-5.9%
-$1,836.78 
CC Chemours Co.
-5.83%
-$122.04 
RIVN Rivian Automotive, Inc.
-5.7%
-$17.25 
ORCL Oracle Corporation
-5.58%
-$8,424.6 
KTOS Kratos Defense & Security Solutions, Inc.
-5.53%
-$511.02 
GE General Electric Company
-5.5%
-$3,526.18 
TQQQ ProShares UltraPro QQQ
-5.38%
-$260.32 
LRCX Lam Research Corporation
-5.32%
-$9,806.5 
CW Curtiss-Wright Corporation
-5.28%
-$7,338.95 
MS Morgan Stanley
-5.21%
-$7,146 
RDDT Reddit Inc Class A
-5.21%
-$464.4 
GS The Goldman Sachs Group, Inc.
-5.08%
-$5,149.76 
ALB Albemarle Corporation
-5.01%
-$6,225 
FSLR First Solar, Inc.
-4.96%
-$5,749.8 
VST Vistra Corp
-4.81%
-$316.11 
VRT Vertiv Holdings Co
-4.81%
-$3,308.64 
AVGO Broadcom Inc.
-4.7%
-$524,912.36 
PBW Invesco WilderHill Clean Energy ETF
-4.7%
-$273.88 
WPM Wheaton Precious Metals Corp.
-4.62%
-$9,664.29 
CCJ Cameco Corporation
-4.59%
-$96,252.86 
IPGP IPG Photonics Corporation
-4.56%
-$492.5 
GOOGL Alphabet Inc
-4.51%
-$439,045.39 
GOOG Alphabet Inc
-4.5%
-$44,448.88 
FCX Freeport-McMoRan Inc.
-4.44%
-$49,547.49 
NEM Newmont Corporation
-4.33%
-$33,870.52 
CAT Caterpillar Inc.
-4.28%
-$166,811.19 
DELL Dell Technologies Inc.
-4.25%
-$296,377.68 
ORA Ormat Technologies Inc.
-4.06%
-$240.3 
QCOM QUALCOMM Incorporated
-4.05%
-$3,605.45 
MPWR Monolithic Power Systems, Inc.
-3.98%
-$753.34 
DRIV Global X Autonomous & Electric Vehicles ETF
-3.91%
-$372.46 
ETN Eaton Corporation plc
-3.86%
-$1,035.78 
BTG B2Gold Corp
-3.82%
-$7.25 
SLV iShares Silver Trust
-3.8%
-$3,297.09 
NXPI NXP Semiconductors N.V.
-3.73%
-$499.68 
PLUG Plug Power Inc.
-3.57%
-$15.78 
ENTG Entegris, Inc.
-3.54%
-$569.56 
Q Qnity Electronics Inc.
-3.47%
-$832.77 
AEM Agnico Eagle Mines Limited
-3.45%
-$982 
SOLS Sollensys Corp
-3.44%
-$130.28 
SCCO Southern Copper Corporation
-3.42%
-$155.12 
GDX VanEck Gold Miners ETF
-3.41%
-$530.25 
QTUM Defiance Quantum ETF
-3.35%
-$222.97 
TAN Invesco Solar ETF
-3.31%
-$16,241.15 
LIT GLOBAL X LITHIUM & BATTERY T
-3.21%
-$3,296.88 
KGC Kinross Gold Corporation
-3.17%
-$529.5 
B BARRICK MINING CORP Common Stock (ABR0)
-3.15%
-$118.65 
PWR Quanta Services Inc.
-3.12%
-$85,635.44 
CMI Cummins Inc.
-2.99%
-$3,585.6 
RLAY Relay Therapeutics Inc.
-2.92%
-$1,241.46 
ITA iShares U.S. Aerospace & Defense ETF
-2.86%
-$1,549.18 
EVR Evercore Inc.
-2.74%
-$75,698.36 
NVDA NVIDIA Corporation
-2.69%
-$262,824.34 
ETHE Grayscale Ethereum Trust ETF
-2.64%
-$25.01 
IGM iShares Expanded Tech Sector ETF
-2.64%
-$117.6 
GEV GE Vernova Inc.
-2.61%
-$54,549 
EME EMCOR Group, Inc.
-2.59%
-$71,800.05 
CEG Constellation Energy Corporation
-2.53%
-$50,659.32 
ETH Ethan Allen Interiors Inc
-2.48%
-$2.73 
META Meta Platforms Inc Class A
-2.45%
-$112,926.88 
XLK State Street Technology Select Sector SPDR ETF
-2.44%
-$381.84 
VPL Vanguard FTSE Pacific ETF
-2.36%
-$123.61 
LUMN Lumen Technologies Inc.
-2.32%
-$0.3 
APH Amphenol Corporation
-2.3%
-$86,253.73 
CSCO Cisco Systems, Inc.
-2.23%
-$110,608.29 
KLAC KLA Corporation
-2.23%
-$700 
FNV Franco-Nevada Corporation
-2.22%
-$89.8 
BWXT Bwx Technologies Inc.
-2.2%
-$147.82 
C Citigroup Inc.
-2.14%
-$3,837.04 
HII Huntington Ingalls Industries Inc.
-2.13%
-$278.71 
IWF iShares Russell 1000 Growth ETF
-2.13%
-$8,110.92 
VONG Vanguard Russell 1000 Growth Fund
-2.12%
-$1,987.2 
SPOT Spotify Technology S.A.
-2.07%
-$150.6 
GLD SPDR Gold Shares
-1.96%
-$1,538.19 
IAU iShares Gold Trust
-1.91%
-$55.48 
EWJ iShares MSCI Japan ETF
-1.83%
-$229.81 
USO United States Oil Fund, LP
-1.81%
-$591.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.8%
-$347.76 
CDNS Cadence Design Systems, Inc.
-1.79%
-$364.93 
QQQ Invesco QQQ Trust, Series 1
-1.77%
-$5,058.58 
STT State Street Corp
-1.68%
-$1,789.8 
TTE TotalEnergies SE
-1.56%
-$136.25 
EEMA iShares MSCI Emerging Markets Asia ETF
-1.53%
-$77.85 
VBK Vanguard Small-Cap Growth ETF
-1.48%
-$57.2 
ROBO ROBO Global Robotics & Automation Index ETF
-1.48%
-$264.18 
RTX RTX Corporation
-1.39%
-$23,917.41 
CMG Chipotle Mexican Grill, Inc.
-1.39%
-$7.68 
EQIX Equinix, Inc.
-1.35%
-$1,750.06 
ASML ASML Holding N.V. New York Registry Shares
-1.29%
-$233.4 
XLG Invesco S&P 500 Top 50 ETF
-1.28%
-$437.25 
GME Gamestop Corp.
-1.26%
-$2.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.21%
-$1,036.26 
VWO Vanguard FTSE Emerging Markets ETF
-1.2%
-$339.62 
JPM JPMorgan Chase & Co.
-1.2%
-$49,511.79 
GBTC Grayscale Bitcoin Trust ETF
-1.19%
-$16.2 
BA Boeing Company
-1.18%
-$51.6 
BTC Grayscale Bitcoin Mini Trust ETF
-1.17%
-$1.68 
BNS Bank of Nova Scotia
-1.12%
-$11,444.12 
BLK BlackRock, Inc.
-1.09%
-$71.76 
AMZN Amazon.com Inc
-1.09%
-$54,427.25 
FAN First Trust Global Wind Energy ETF
-1.08%
-$331.8 
TT Trane Technologies plc
-1.05%
-$10,609.64 
SLB Schlumberger Limited
-1.02%
-$72.75 
DD DuPont de Nemours, Inc.
-0.96%
-$148.48 
SPHQ Invesco S&P 500 Quality ETF
-0.96%
-$3,087.15 
TSLA Tesla, Inc.
-0.92%
-$9,834.86 
PEG Public Service Enterprise Group Incorporated
-0.83%
-$741.18 
GM General Motors Company
-0.81%
-$185.85 
OWL Blue Owl Capital Inc.
-0.72%
-$30.45 
IBB iShares Biotechnology ETF
-0.69%
-$343.2 
VOO Vanguard S&P 500 ETF
-0.68%
-$2,591.28 
IVV iShares Core S&P 500 ETF
-0.68%
-$509.85 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$2,687.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.64%
-$5,090.76 
WRB W.R. Berkley Corporation
-0.63%
-$87.56 
WBD Warner Bros. Discovery, Inc.
-0.62%
-$39.27 
UTHR United Therapeutics Corporation
-0.62%
-$29.75 
FEZ SPDR Euro Stoxx 50 ETF
-0.61%
-$98.77 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.57%
-$296.07 
RVT Royce Small-Cap Trust, Inc.
-0.55%
-$16.1 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.51%
-$681.5 
NOW ServiceNow, Inc.
-0.51%
-$21.2 
IVR Invesco Mortgage Capital Inc.
-0.49%
-$0.6 
IEUR iShares Core MSCI Europe ETF
-0.46%
-$7.35 
VGK Vanguard FTSE Europe ETF
-0.45%
-$123.93 
F Ford Motor Company
-0.39%
-$70.95 
NUE Nucor Corporation
-0.35%
-$4,961.04 
SYF Synchrony Financial
-0.34%
-$19 
WBS Webster Financial Corporation
-0.32%
-$7.11 
IWM iShares Russell 2000 ETF
-0.32%
-$160.74 
RYAAY Ryanair Holdings plc American Depositary Receipt
-0.31%
-$12.1 
PSKY Paramount Skydance Corporation Class B Common Stock
-0.27%
-$2.35 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.21%
-$15.5 
HAL Halliburton Company
-0.17%
-$191.7 
DOW Dow Inc.
-0.17%
-$31.9 
SCHW Charles Schwab Corporation
-0.17%
-$5,048.49 
BAC Bank of America Corporation
-0.16%
-$1,758.8 
EXEL Exelixis Inc.
-0.16%
-$8.75 
BAC-PL Bank of America Corporation
-0.14%
-$45.12 
PLTR Palantir Technologies Inc.
-0.06%
-$2,486.1 
WAT Waters Corporation
-0.03%
-$7.36 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$52.27 Events
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Dividends
Dividend Analysis
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| Trades 1201 | Longs Won 728/1201 60% | Profit Factor 7.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $333,560.5 |
| Average Win $94,175.74 | Best Trade (Jul 15) $5.6M | Sharpe Ratio -10.72 |
| Average Loss -$20,207.07 | Worst Trade (Jul 10) -$1.44M | Z-Score 8.77 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $49,127.39 |
| 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 | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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