Bryan Buchert Portfolio
Invests via Kera Capital Partners Inc. | Managed by Bryan Buchert, Michael Patrick McCabe, G-Woon Choe
Invests via Kera Capital Partners Inc.
Managed by Bryan Buchert, Michael Patrick McCabe, G-Woon Choe
Automatically Tracked
Leads deal sourcing and portfolio development across growth and buyout investments, focusing on technology-enabled industrials and enterprise software that drive measurable operational improvement.
Bryan Buchert is a private-equity professional with experience in origination, due diligence, transaction execution and post-acquisition value creation, plus cross-functional portfolio management and CFO-level performance oversight.
Market-facing strengths include structuring complex financings, working capital optimization and scaling commercial channels to accelerate exits for institutional investors.
Leads deal sourcing and portfolio development across growth and buyout investments, focusing on technology-enabled industrials and enterprise software that drive measurable operational improvement.
Bryan Buchert is a private-equity professional with experience in origination, due diligence, transaction execution and post-acquisition value creation, plus cross-functional portfolio management and CFO-level performance oversight.
Market-facing strengths include structuring complex financings, working capital optimization and scaling commercial channels to accelerate exits for institutional investors.
Investment Philosophy & Strategy
Targets control and growth-equity positions in technology-enabled industrials and enterprise software where operational levers create measurable value. Emphasizes sourcing proprietary opportunities, rigorous due diligence on unit economics and working capital, and structuring financings to align incentives. Capital allocation favors buyouts and growth capital with 3–7 year horizons, active oversight on commercial scaling and CFO-level performance management, and disciplined risk mitigation through scenario-based underwriting and exit-driven value creation plans.
Targets control and growth-equity positions in technology-enabled industrials and enterprise software where operational levers create measurable value. Emphasizes sourcing proprietary opportunities, rigorous due diligence on unit economics and working capital, and structuring financings to align incentives. Capital allocation favors buyouts and growth capital with 3–7 year horizons, active oversight on commercial scaling and CFO-level performance management, and disciplined risk mitigation through scenario-based underwriting and exit-driven value creation plans.
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:
61.19%
Gain -1.86%
Monthly
2.24%
Yearly
30.53%
Drawdown
22.01%
$1B
Equity
Holdings
$1B
Investment
$812.2M
$207.25M
Profit -$10.75M
Realized
$16.46M
Unrealized
$190.79M
Dividends
$16.83M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.86%
Profit
-$10.75M
Win %
62%
This Week
Compared To Last Week
Gain
-3.05%
Profit
-$31.59M
Win %
62%
This Month
Compared to last month
Gain
-1.35%
Profit
-$13.74M
Win %
62%
This Year
Compared to last year
Gain
-2.34%
Profit
-$25.45M
Win %
60%
COP ConocoPhillips
+3.24%
+$10,573.09 
RTX RTX Corporation
+3.08%
+$296,951.04 
SWKS Skyworks Solutions Inc.
+2.88%
+$21,634.92 
NOC Northrop Grumman Corporation
+2.88%
+$10,608.75 
OXY Occidental Petroleum Corporation
+2.81%
+$7,195.1 
LMT Lockheed Martin Corporation
+2.72%
+$12,658.49 
LNG Cheniere Energy Inc.
+2.56%
+$9,259.92 
PODD Insulet Corporation
+2.32%
+$13,198.78 
CVX Chevron Corporation
+2.3%
+$28,216.08 
CMS CMS Energy Corporation
+2.29%
+$11,744.28 
CE Celanese Corporation
+2.22%
+$4,956.36 
FTI TechnipFMC plc
+2.21%
+$16,643.22 
VDE Vanguard Energy ETF
+2.2%
+$7,610.35 
PM Philip Morris International Inc.
+2.19%
+$104,172.3 
LYB LyondellBasell Industries N.V.
+2.07%
+$5,012.8 
F Ford Motor Company
+2.03%
+$2,976.48 
IDXX IDEXX Laboratories, Inc.
+1.99%
+$7,386.07 
HAL Halliburton Company
+1.99%
+$5,706.36 
XOM Exxon Mobil Corporation
+1.98%
+$23,538.45 
USB U.S. Bancorp
+1.95%
+$11,793.6 
PEP PepsiCo, Inc.
+1.94%
+$48,388.03 
WEC WEC Energy Group Inc.
+1.91%
+$10,130.29 
AEE Ameren Corporation
+1.85%
+$7,917.52 
AEP American Electric Power Company, Inc.
+1.84%
+$9,482.89 
EXC Exelon Corporation
+1.84%
+$10,558.86 
PEG Public Service Enterprise Group Incorporated
+1.84%
+$3,781.93 
DUK Duke Energy Corporation
+1.77%
+$11,539.5 
FAF First American Financial Corporation
+1.76%
+$11,069.72 
GD General Dynamics Corporation
+1.73%
+$16,819.8 
ATO Atmos Energy Corporation
+1.71%
+$6,358.8 
SMG Scotts Miracle-Gro Co.
+1.69%
+$11,994.74 
EVRG Evergy Inc.
+1.69%
+$6,891.5 
PPL PPL Corporation
+1.67%
+$4,249.82 
ED Consolidated Edison, Inc.
+1.65%
+$17,479.17 
TJX The TJX Companies, Inc.
+1.63%
+$17,898 
ROK Rockwell Automation, Inc.
+1.6%
+$5,908.62 
POST Post Holdings Inc.
+1.56%
+$3,978.48 
PSX Phillips 66
+1.54%
+$11,276.27 
NEM Newmont Corporation
+1.53%
+$5,398.5 
AZO AutoZone Inc.
+1.48%
+$3,704.75 
SBAC SBA Communications Corporation
+1.48%
+$8,398.29 
LHX L3Harris Technologies, Inc.
+1.47%
+$6,308.11 
CASY Casey's General Stores Inc.
+1.46%
+$7,457.94 
PNW Pinnacle West Capital Corporation
+1.45%
+$10,844.2 
TMUS T-Mobile US, Inc.
+1.38%
+$6,123.74 
HST Host Hotels & Resorts Inc.
+1.37%
+$4,292.18 
SRE Sempra
+1.36%
+$3,527.86 
AWK American Water Works Company, Inc.
+1.36%
+$3,833.82 
GE General Electric Company
+1.34%
+$14,932.77 
CHH Choice Hotels International Inc.
+1.33%
+$4,294.95 
MO Altria Group, Inc.
+1.33%
+$21,642.32 
COST Costco Wholesale Corporation
+1.31%
+$11,213.41 
HE Hawaiian Electric Industries Inc.
+1.3%
+$4,286.26 
MRK Merck & Co., Inc.
+1.29%
+$34,430.32 
KO The Coca-Cola Company
+1.28%
+$10,205.82 
CMCSA Comcast Corp
+1.28%
+$2,736.99 
CINF Cincinnati Financial Corporation
+1.27%
+$3,069.76 
ALL Allstate Corporation
+1.26%
+$4,223.03 
OGE Oge Energy Corp.
+1.19%
+$6,334.16 
ORI Old Republic International Corp.
+1.16%
+$4,899.15 
AIG American International Group Inc.
+1.16%
+$8,198.12 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.16%
+$7,183.72 
CRH CRH plc
+1.15%
+$1,948.45 
NUE Nucor Corporation
+1.15%
+$11,500.25 
VZ Verizon Communications Inc.
+1.15%
+$13,735.83 
THG Hanover Insurance Group, Inc.
+1.14%
+$8,294.58 
FE FirstEnergy Corp.
+1.14%
+$2,497.56 
MET MetLife Inc.
+1.12%
+$3,009.44 
TSN Tyson Foods Inc.
+1.09%
+$7,046.96 
HII Huntington Ingalls Industries Inc.
+1.08%
+$3,530.88 
LAMR Lamar Advertising Company
+1.08%
+$13,034.34 
PNC The PNC Financial Services Group, Inc.
+1.07%
+$8,830.45 
ES Eversource Energy
+1.06%
+$7,366.1 
ITA iShares U.S. Aerospace & Defense ETF
+1.04%
+$3,665.52 
KMPR Kemper Corporation
+1.04%
+$2,353.8 
WFC Wells Fargo & Company
+1.03%
+$3,288.65 
AGO Assured Guaranty Ltd.
+1.02%
+$3,311.44 
POOL Pool Corporation
+0.99%
+$4,006.6 
AON Aon plc
+0.97%
+$4,433.74 
DINO HF Sinclair Corporation
+0.97%
+$4,163.46 
KR Kroger Co.
+0.96%
+$4,284.6 
PK Park Hotels & Resorts Inc.
+0.95%
+$3,499.35 
JPM JPMorgan Chase & Co.
+0.94%
+$96,330.24 
FIGR Figure Technology Solutions Inc Cl A
+0.94%
+$12,718.94 
AMLP Alerian MLP ETF
+0.93%
+$111,792.56 
KMX CarMax Inc.
+0.93%
+$1,931.58 
LIN Linde plc
+0.93%
+$2,021.98 
FERG Ferguson Enterprises Inc
+0.93%
+$2,872.61 
CAG Conagra Brands Inc.
+0.92%
+$4,204.07 
EG Everest Group, Ltd.
+0.91%
+$3,225.91 
YETI FNCL Series 2007 Other Floating Rate Instrument
+0.9%
+$6,770.46 
ROST Ross Stores, Inc.
+0.9%
+$5,365.72 
WMT Walmart Inc.
+0.89%
+$11,623.53 
DTE DTE Energy Company
+0.88%
+$3,652.43 
HD The Home Depot, Inc.
+0.87%
+$2,921.29 
GCOW Pacer Global Cash Cows Dividend ETF
+0.86%
+$112,976 
PGR Progressive Corporation
+0.86%
+$4,684.64 
PCG PG&E Corporation
+0.85%
+$3,815.68 
COF Capital One Financial Corporation
+0.85%
+$6,271.57 
HWM Howmet Aerospace Inc.
+0.85%
+$5,059.2 
DRI Darden Restaurants, Inc.
+0.84%
+$2,780.16 
PSA Public Storage Common Stock
+0.84%
+$2,954.09 
TXT Textron Inc.
+0.84%
+$3,082.14 
PKG Packaging Corporation of America
+0.84%
+$3,032.12 
MAR Marriott International Inc. - Class A
+0.83%
+$1,999.84 
KHC The Kraft Heinz Company
+0.82%
+$6,849.88 
FISV Fiserv, Inc.
+0.8%
+$2,160.48 
L Loews Corporation
+0.76%
+$3,014.56 
TRV The Travelers Companies, Inc.
+0.76%
+$3,647.84 
CNA CNA Financial Corporation
+0.76%
+$3,569.76 
PG Procter & Gamble Co
+0.76%
+$4,403.57 
SAM The Boston Beer Company Inc.
+0.76%
+$1,781.6 
EIX Edison International
+0.75%
+$4,399.41 
JNJ Johnson & Johnson
+0.73%
+$81,170.6 
HEI.A Heico Corporation
+0.73%
+$3,074.4 
DPZ Domino's Pizza Inc.
+0.72%
+$2,626.9 
ILCB iShares Morningstar U.S. Equity ETF
+0.72%
+$2,719.28 
C Citigroup Inc.
+0.71%
+$9,939.6 
MKL Markel Group Inc.
+0.71%
+$1,363.95 
BRX Brixmor Property Group Inc.
+0.71%
+$2,756.52 
AXS AXIS Capital Holdings Limited
+0.7%
+$3,180.21 
ABBV AbbVie Inc.
+0.7%
+$17,036.01 
AFL Aflac Inc.
+0.69%
+$2,747.82 
BNY BlackRock New York Municipal Income Trust
+0.69%
+$5,778.08 
LLY Eli Lilly and Company
+0.69%
+$7,753.88 
MNST Monster Beverage Corporation
+0.68%
+$11,571.06 
OMF OneMain Holdings Inc.
+0.68%
+$2,267.08 
CMI Cummins Inc.
+0.68%
+$6,313.31 
ORLY O'Reilly Automotive Inc.
+0.68%
+$9,073.51 
CB Chubb Limited
+0.67%
+$5,923.57 
VLO Valero Energy Corporation
+0.67%
+$2,507.12 
XYL Xylem Inc.
+0.65%
+$1,580.17 
COO The Cooper Companies, Inc.
+0.65%
+$2,315.09 
OTIS Otis Worldwide Corporation
+0.63%
+$1,475.17 
CF CF Industries Holdings, Inc.
+0.63%
+$5,112.75 
BLK BlackRock, Inc.
+0.61%
+$61,706.72 
BRK-B Berkshire Hathaway Inc.
+0.61%
+$11,057.25 
NXPI NXP Semiconductors N.V.
+0.6%
+$1,285.29 
GM General Motors Company
+0.59%
+$5,757.35 
SPGI S&P Global Inc.
+0.58%
+$1,801.91 
VICI Vici Properties Inc.
+0.57%
+$2,619.14 
HEI Heico Corporation
+0.57%
+$2,117.27 
GEV GE Vernova Inc.
+0.56%
+$4,754.04 
NRG NRG Energy, Inc.
+0.54%
+$858.41 
TPR Tapestry Inc.
+0.54%
+$3,723.59 
WPC W. P. Carey Inc.
+0.53%
+$951.32 
BFAM Bright Horizons Family Solutions Inc.
+0.53%
+$1,147.74 
FNB F.N.B. Corporation
+0.52%
+$2,205.54 
PRI Primerica Inc.
+0.52%
+$3,190 
FRT Federal Realty Investment Trust
+0.51%
+$2,902.5 
CL Colgate-Palmolive Company
+0.51%
+$9,686.23 
CRUS Cirrus Logic, Inc.
+0.51%
+$4,207.32 
FAST Fastenal Co.
+0.5%
+$3,042.25 
CI The Cigna Group
+0.48%
+$2,618.7 
INGR Ingredion Inc.
+0.47%
+$1,327.56 
REG Regency Centers Corporation
+0.47%
+$3,389.95 
MTZ MasTec, Inc. Common Stock
+0.46%
+$1,949.2 
TXN Texas Instruments Inc
+0.46%
+$893.44 
HLT Hilton Worldwide Holdings Inc.
+0.45%
+$2,097.34 
CCK Crown Holdings Inc.
+0.45%
+$4,933.23 
SPG Simon Property Group, Inc.
+0.45%
+$1,222.13 
HUN Huntsman Corporation
+0.44%
+$856.38 
EGP EastGroup Properties Inc.
+0.43%
+$3,443.54 
BF-B Brown-Forman Corporation
+0.42%
+$1,058.88 
NTRS Northern Trust Corporation
+0.41%
+$3,219.07 
ZION Zions Bancorporation, National Association
+0.4%
+$2,727.5 
OZK Bank OZK
+0.39%
+$2,914.25 
V Visa Inc. Class A
+0.37%
+$4,176.47 
AAPL Apple Inc.
+0.37%
+$30,936.84 
DLTR Dollar Tree, Inc.
+0.37%
+$3,326.72 
SPB Spectrum Brands Holdings Inc.
+0.37%
+$1,210.46 
FITB Fifth Third Bancorp
+0.35%
+$721.7 
GRMN Garmin Ltd.
+0.34%
+$2,504.88 
ILF iShares Latin America 40 ETF
+0.34%
+$31,584.37 
GLPI Gaming and Leisure Properties, Inc.
+0.33%
+$2,674.75 
GNTX Gentex Corporation
+0.33%
+$602.07 
CPB The Campbell's Company
+0.33%
+$1,773.13 
LECO Lincoln Electric Holdings, Inc.
+0.33%
+$2,302.68 
ALIT Alight Inc.
+0.33%
+$435.48 
ITW Illinois Tool Works Inc.
+0.31%
+$4,549.2 
NNN NNN REIT, Inc.
+0.3%
+$2,424.12 
BALL Ball Corp.
+0.29%
+$1,219.5 
WRB W.R. Berkley Corporation
+0.28%
+$689.85 
EPR EPR Properties
+0.28%
+$2,695.45 
FOXA Fox Corporation
+0.28%
+$1,410.3 
MTG MGIC Investment Corporation
+0.27%
+$1,857.53 
ISRG Intuitive Surgical, Inc.
+0.26%
+$1,145.53 
ZBH Zimmer Biomet Holdings, Inc.
+0.25%
+$732.72 
SYF Synchrony Financial
+0.24%
+$1,626.29 
PFE Pfizer Inc.
+0.24%
+$1,492.61 
HBAN Huntington Bancshares Incorporated
+0.23%
+$655.97 
ATR AptarGroup, Inc.
+0.22%
+$783.81 
SNA Snap-on Inc.
+0.22%
+$1,688.23 
RF Regions Financial Corporation
+0.2%
+$530.75 
APD Air Products and Chemicals, Inc.
+0.2%
+$458.19 
BBWI Bath & Body Works, Inc.
+0.2%
+$840.6 
ALLY Ally Financial Inc.
+0.19%
+$886.2 
ASML ASML Holding N.V. New York Registry Shares
+0.18%
+$577.2 
WM Waste Management, Inc.
+0.17%
+$616.77 
FCN Fti Consulting Inc.
+0.17%
+$417.73 
OHI Omega Healthcare Investors Inc.
+0.17%
+$1,554.9 
ADP Automatic Data Processing Inc.
+0.15%
+$860.22 
ARMK Aramark
+0.15%
+$544.59 
IFF International Flavors & Fragrances Inc.
+0.14%
+$1,230.06 
VTV Vanguard Value ETF
+0.14%
+$966.89 
HIW Highwoods Properties, Inc.
+0.14%
+$1,095.24 
DG Dollar General Corporation
+0.13%
+$477.9 
NFE New Fortress Energy Inc.
+0.12%
+$1.2 
CW Curtiss-Wright Corporation
+0.12%
+$955.57 
PB Prosperity Bancshares Inc.
+0.12%
+$247.6 
GL Globe Life Inc.
+0.11%
+$484.88 
RING iShares MSCI Global Gold Miners ETF
+0.11%
+$527.6 
MAS Masco Corporation
+0.11%
+$1,261.76 
TTC The Toro Company
+0.09%
+$943.63 
FLO Flowers Foods, Inc.
+0.08%
+$411.82 
AMH American Homes 4 Rent
+0.08%
+$528.3 
WTFC Wintrust Financial Corporation
+0.08%
+$284.39 
RGA Reinsurance Group of America, Inc.
+0.08%
+$323.59 
BMY Bristol-Myers Squibb Company
+0.07%
+$327.56 
DIS The Walt Disney Company
+0.07%
+$438.64 
ADT ADT Inc.
+0.07%
+$168.54 
CALI China Auto Logistics Inc.
+0.06%
+$707.37 
LVS Las Vegas Sands Corp.
+0.05%
+$137.8 
AYI Acuity Brands Inc.
+0.05%
+$142.76 
BWA BorgWarner Inc.
+0.05%
+$242.61 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$10,063.35 
ACN Accenture plc Class A
+0.04%
+$477.04 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$220.21 
EWBC East West Bancorp Inc.
+0.03%
+$119.4 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$3,406.76 
WEX Wex Inc.
+0.03%
+$114.15 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$51.82 
MCD McDonald's Corporation
+0.02%
+$268.8 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$25.85 
PTC PTC Inc.
0%
+$10.29 
BPOP Popular Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
LBRDK Liberty Broadband Corporation
0%
$0 
QRVO Qorvo Inc.
0%
$0 
TNL Travel + Leisure Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WCN Waste Connections Inc.
0%
+$0.02 G200
G2004J103
0%
$0 
TWLO Twilio Inc.
-12.15%
-$167,768.91 
OKTA Okta Inc.
-10.52%
-$33,312.51 
CIFR Cipher Mining Inc.
-10.23%
-$15,354.49 
MDB MongoDB Inc.
-9.91%
-$79,744.35 
IREN IREN Limited
-9.79%
-$20,146.7 
S SentinelOne Inc.
-9.31%
-$29,456.03 
SNOW Snowflake Inc.
-9.29%
-$249,284.49 
MSTR Strategy Inc.
-9.25%
-$32,778.55 
DDOG Datadog, Inc. Class A Common Stock
-8.43%
-$65,029.68 
FTNT Fortinet Inc.
-8.03%
-$75,837.24 
PANW Palo Alto Networks, Inc.
-7.78%
-$43,020.79 
MARA MARA Holdings Inc
-7.62%
-$87,596.35 
CRWD CrowdStrike Holdings, Inc.
-7.34%
-$64,207.12 
PLTR Palantir Technologies Inc.
-7.23%
-$93,800.5 
ESTC Elastic N.V.
-7.03%
-$39,437.95 
INDI Indie Semiconductor, Inc.
-7.02%
-$2,100 
P Everpure Inc.
-6.15%
-$20,893.6 
BZAI Blaize Holdings Inc.
-6.11%
-$538.17 
HPE Hewlett Packard Enterprise Company
-6.06%
-$27,003.78 
PENG Penguin Solutions, Inc.
-5.84%
-$223,621.45 
PHAT Phathom Pharmaceuticals Inc.
-5.74%
-$11,548.59 
STX Seagate Technology Holdings plc
-5.67%
-$15,201.8 
IMMX Immix Biopharma Inc.
-5.64%
-$6,370 
DT Dynatrace, Inc.
-5.6%
-$60,618.6 
CIEN Ciena Corporation
-5.44%
-$24,586.51 
RNG RingCentral Inc.
-5.39%
-$87,820.56 
TEAM Atlassian Corporation Class A
-5.12%
-$97,768 
NTNX Nutanix, Inc.
-5.12%
-$21,444.2 
GWRE GUIDEWIRE SOFTWARE INC
-4.95%
-$19,749 
NOW ServiceNow, Inc.
-4.92%
-$42,617.19 
SNDK SanDisk Corporation
-4.86%
-$19,738.53 
MAN ManpowerGroup Inc.
-4.66%
-$53,362.32 
AMD Advanced Micro Devices, Inc.
-4.65%
-$20,815.38 
WDC Western Digital Corporation
-4.63%
-$32,259.13 
ELDN Eledon Pharmaceuticals Inc.
-4.63%
-$4,221.84 
BE Bloom Energy Corporation
-4.6%
-$26,177.28 
INTC Intel Corporation
-4.56%
-$716,227.5 
ZM Zoom Video Communications, Inc.
-4.56%
-$48,669.74 
MSGS Madison Square Garden Sports Corp.
-4.41%
-$17,742.9 
ONDS Ondas Holdings Inc.
-4.33%
-$3,670.97 
CERT Certara, Inc.
-4.3%
-$11,272.23 
DOCU DocuSign Inc.
-4.23%
-$69,536 
BBC Virtus LifeSci Biotech Clinical Trials ETF
-4.11%
-$170,695.07 
NTAP NetApp, Inc.
-4.08%
-$15,180.87 
HOOD Robinhood Markets, Inc.
-4.06%
-$22,086.96 
CDNA CareDx Inc.
-4.01%
-$243,832.34 
EHTH eHealth Inc.
-4.01%
-$845.91 
MRVL Marvell Technology, Inc.
-4%
-$22,663.66 
ANET Arista Networks, Inc.
-3.99%
-$589,809.6 
ORCL Oracle Corporation
-3.97%
-$9,414.42 
MU Micron Technology, Inc.
-3.95%
-$103,297.57 
UPST Upstart Holdings, Inc.
-3.84%
-$31,806 
RHI Robert Half Inc.
-3.81%
-$38,510.07 
CRDO Credo Technology Group Holding Ltd.
-3.79%
-$489,044.49 
UAL United Airlines Holdings, Inc.
-3.71%
-$22,090 
MKSI MKS Instruments Inc.
-3.66%
-$16,693.29 
KYTX Kyverna Therapeutics, Inc.
-3.62%
-$8,648 
JBHT J.B. Hunt Transport Services, Inc.
-3.59%
-$48,099.56 
SNPS Synopsys, Inc.
-3.57%
-$8,266.5 
DBX Dropbox Inc.
-3.56%
-$12,194 
FDMT 4D Molecular Therapeutics, Inc.
-3.5%
-$10,840.23 
GLW Corning Incorporated
-3.5%
-$676,664.48 
AVGO Broadcom Inc.
-3.47%
-$315,396.9 
TDOC Teladoc Health Inc.
-3.43%
-$5,471.24 
NVCR NovoCure Ltd.
-3.43%
-$10,139.23 
META Meta Platforms Inc Class A
-3.43%
-$114,564.22 
VSAT Viasat Inc.
-3.43%
-$8,634.9 
TDC Teradata Corporation
-3.37%
-$18,896.1 
TXG 10x Genomics Inc.
-3.37%
-$98,778.52 
HUM Humana Inc.
-3.33%
-$12,030.04 
RBLX Roblox Corporation
-3.33%
-$18,102.47 
LRCX Lam Research Corporation
-3.3%
-$77,430.71 
DELL Dell Technologies Inc.
-3.29%
-$43,197.93 
FFIV F5 Inc.
-3.2%
-$32,283.21 
AFRM Affirm Holdings, Inc.
-3.13%
-$12,937.68 
W Wayfair Inc.
-3.05%
-$18,867.53 
AMAT Applied Materials, Inc.
-3.03%
-$9,712.93 
WDAY Workday Inc.
-3%
-$21,681.05 
THC Tenet Healthcare Corporation
-2.99%
-$14,114.45 
ETSY Etsy Inc.
-2.89%
-$22,053.84 
KLAC KLA Corporation
-2.88%
-$12,595.12 
JKHY Jack Henry & Associates, Inc.
-2.88%
-$9,233.59 
MANH Manhattan Associates Inc.
-2.83%
-$9,780.03 
HOG Harley-Davidson Inc.
-2.83%
-$7,485.66 
JBL Jabil Inc.
-2.82%
-$16,293.01 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.79%
-$11,625.02 
CRI Carter's Inc.
-2.79%
-$6,854.12 
NFLX Netflix, Inc.
-2.77%
-$17,331.01 
MHK Mohawk Industries, Inc.
-2.76%
-$21,491.28 
AMKR Amkor Technology Inc.
-2.76%
-$31,385.85 
GEN Gen Digital Inc.
-2.73%
-$10,717.59 
CRM Salesforce Inc
-2.71%
-$14,996.62 
BURL Burlington Stores Inc.
-2.68%
-$5,054.72 
JAZZ Jazz Pharmaceuticals plc
-2.66%
-$13,104.39 
ULTA Ulta Beauty Inc.
-2.64%
-$26,210.33 
RPG Invesco S&P 500 Pure Growth ETF
-2.62%
-$11,973.15 
TSLA Tesla, Inc.
-2.61%
-$41,563.83 
XRAY Dentsply Sirona Inc.
-2.6%
-$3,014.09 
IBB iShares Biotechnology ETF
-2.58%
-$143,571.24 
ARE Alexandria Real Estate Equities, Inc.
-2.57%
-$9,496.08 
MPT Medical Properties Trust, Inc.
-2.57%
-$818.88 
XYZ Block, Inc.
-2.57%
-$8,696.1 
HPQ HP Inc.
-2.54%
-$15,121.45 
ADSK Autodesk, Inc.
-2.54%
-$14,945.3 
ADBE Adobe Inc.
-2.53%
-$18,385.5 
DAL Delta Air Lines, Inc.
-2.52%
-$31,334.85 
TER Teradyne, Inc.
-2.51%
-$14,740.12 
EBAY eBay Inc.
-2.51%
-$18,563.16 
MOH Molina Healthcare Inc.
-2.47%
-$11,130 
EDIT Editas Medicine Inc.
-2.46%
-$601.14 
VRT Vertiv Holdings Co
-2.41%
-$361,377.52 
DASH DoorDash, Inc.
-2.41%
-$5,463.75 
AGCO AGCO Corporation
-2.41%
-$13,822.55 
MSFT Microsoft Corp.
-2.38%
-$191,909.78 
INTU Intuit Inc.
-2.34%
-$13,610.38 
SII Sprott Inc.
-2.33%
-$6,575.01 
CDW CDW Corporation
-2.29%
-$7,031.76 
SCHW Charles Schwab Corporation
-2.28%
-$13,512.75 
SMH VanEck Semiconductor ETF
-2.28%
-$127,809.2 
MEDP Medpace Holdings Inc.
-2.28%
-$12,294.01 
AVT Avnet Inc.
-2.27%
-$10,748.7 
IPGP IPG Photonics Corporation
-2.2%
-$6,942 
LBTYK Liberty Global plc
-2.16%
-$1,815.26 
QQQ Invesco QQQ Trust, Series 1
-2.14%
-$70,220.7 
EQIX Equinix, Inc.
-2.13%
-$5,570.12 
AIA iShares Asia 50 ETF
-2.12%
-$6,496 
MTB M&T Bank Corporation
-2.1%
-$13,938 
TTWO Take-Two Interactive Software, Inc.
-2.1%
-$5,564.32 
GOOGL Alphabet Inc
-2.09%
-$50,248.94 
TXRH Texas Roadhouse Inc.
-2.08%
-$4,314.72 
CRL Charles River Laboratories International, Inc.
-2.08%
-$12,885.36 
MTCH Match Group, Inc.
-2.06%
-$26,445.51 
IVZ Invesco Ltd.
-2.06%
-$14,803.15 
CSCO Cisco Systems, Inc.
-2.06%
-$52,481.72 
MGK Vanguard Mega Cap Growth ETF
-2.04%
-$49,701.56 
ETN Eaton Corporation plc
-2.04%
-$10,742.01 
G Genpact Ltd.
-2.04%
-$17,025.84 
CGGR Capital Group Growth ETF
-2.02%
-$405,551.86 
NVST Envista Holdings Corporation
-2.02%
-$15,448.9 
ARW Arrow Electronics Inc.
-1.99%
-$12,049.38 
Q Qnity Electronics Inc.
-1.98%
-$6,612.3 
GMED Globus Medical Inc.
-1.95%
-$9,625 
GOOG Alphabet Inc
-1.95%
-$262,220.09 
EW Edwards Lifesciences Corporation
-1.94%
-$16,664.67 
IT Gartner Inc.
-1.92%
-$6,411.68 
HCA HCA Healthcare Inc.
-1.9%
-$8,997.9 
STT State Street Corp
-1.89%
-$15,279.4 
AMZN Amazon.com Inc
-1.89%
-$245,938.61 
CGNX Cognex Corporation
-1.88%
-$14,101.26 
ILMN Illumina, Inc.
-1.87%
-$33,366 
PAYC Paycom Software, Inc.
-1.85%
-$16,000.92 
CMG Chipotle Mexican Grill, Inc.
-1.85%
-$156,024.18 
BYD Boyd Gaming Corporation
-1.85%
-$11,263.38 
IWF iShares Russell 1000 Growth ETF
-1.84%
-$29,467.72 
GTES Gates Industrial Corporation plc
-1.82%
-$11,722.08 
UBER Uber Technologies, Inc.
-1.81%
-$6,487.41 
IQV IQVIA Holdings Inc.
-1.8%
-$18,369.64 
DXCM DexCom, Inc.
-1.78%
-$8,346.15 
PII Polaris Inc.
-1.78%
-$3,667 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-1.75%
-$153,584.82 
DGX Quest Diagnostics Inc.
-1.73%
-$8,275.84 
ILCG iShares Morningstar Growth ETF
-1.73%
-$11,734.59 
ST Sensata Technologies Holding plc
-1.72%
-$14,328.51 
NDSN Nordson Corporation
-1.72%
-$5,678.25 
IBP Installed Building Products Inc.
-1.71%
-$2,925.65 
EMN Eastman Chemical Company
-1.71%
-$5,430.38 
CNC Centene Corporation
-1.7%
-$27,025.2 
ROL Rollins, Inc.
-1.7%
-$3,122.82 
MPWR Monolithic Power Systems, Inc.
-1.67%
-$8,341.08 
KEYS Keysight Technologies, Inc.
-1.66%
-$20,518.09 
PCTY Paylocity Holding Corporation
-1.62%
-$24,991.2 
IBIT iShares Bitcoin Trust
-1.61%
-$9,708 
RMD ResMed Inc.
-1.59%
-$9,727.85 
ITT Itt Inc.
-1.57%
-$4,708.39 
A Agilent Technologies Inc.
-1.57%
-$19,811.21 
BDX Becton, Dickinson and Company
-1.53%
-$5,514.88 
RL Ralph Lauren Corporation
-1.51%
-$17,789.12 
FIX Comfort Systems USA, Inc.
-1.5%
-$13,546.25 
GOF Guggenheim Strategic Opportunities Fund
-1.5%
-$230,035.93 
VTWO Vanguard Russell 2000 ETF
-1.49%
-$9,435.44 
VRSN Verisign Inc.
-1.48%
-$15,039.32 
WCC Wesco International Inc.
-1.48%
-$10,039.41 
FDS FactSet Research Systems Inc.
-1.46%
-$5,622.74 
BLD TopBuild Corp
-1.45%
-$5,334.6 
UHS Universal Health Services, Inc.
-1.45%
-$7,118.24 
BEN Franklin Resources Inc.
-1.45%
-$3,216.39 
DKNG DraftKings Inc.
-1.45%
-$3,526.88 
IEMG iShares Core MSCI Emerging Markets ETF
-1.43%
-$4,485.6 
NU Nu Holdings Ltd.
-1.43%
-$113,260.5 
APH Amphenol Corporation
-1.41%
-$12,861.6 
NYT New York Times Co.
-1.41%
-$5,080.86 
NVT nVent Electric plc
-1.4%
-$3,045.01 
EXPD Expeditors International of Washington, Inc.
-1.39%
-$5,710.44 
QCOM QUALCOMM Incorporated
-1.38%
-$7,001.13 
UNH UnitedHealth Group Incorporated
-1.37%
-$6,590.62 
VRTX Vertex Pharmaceuticals Incorporated
-1.36%
-$3,102.4 
UTHR United Therapeutics Corporation
-1.36%
-$3,351.6 
ON ON Semiconductor Corporation
-1.34%
-$6,253.83 
ESI Element Solutions Inc.
-1.34%
-$7,344.45 
STE STERIS plc
-1.32%
-$4,318.64 
VB Vanguard Small-Cap ETF
-1.29%
-$89,365.56 
CALX Calix Inc.
-1.29%
-$3,630.24 
LEG Leggett & Platt, Inc.
-1.29%
-$5,936.64 
EXPE Expedia Group, Inc.
-1.29%
-$19,432.12 
ALGN Align Technology, Inc.
-1.29%
-$2,459.52 
MSM MSC Industrial Direct Co., Inc.
-1.28%
-$10,629.55 
CLH Clean Harbors Inc.
-1.26%
-$10,999.41 
TGT Target Corporation
-1.26%
-$9,775.14 
ABNB Airbnb, Inc.
-1.26%
-$22,224.12 
VOYA Voya Financial Inc.
-1.25%
-$3,604.51 
GAB Gabelli Equity Trust Inc.
-1.25%
-$7,410.19 
CGGO Capital Group Global Growth Equity ETF
-1.22%
-$108,180.37 
SPEM SPDR Portfolio Emerging Markets ETF
-1.22%
-$47,285 
BKNG Booking Holdings Inc.
-1.22%
-$19,130.41 
TRU TransUnion
-1.19%
-$3,964.4 
DECK Deckers Outdoor Corporation
-1.17%
-$2,266.44 
EMR Emerson Electric Co.
-1.16%
-$11,535.62 
CPA Copa Holdings S.A.
-1.16%
-$2,428.85 
MSCI MSCI Inc.
-1.13%
-$2,721.18 
UAA Under Armour Inc.
-1.13%
-$1,069.59 
ODFL Old Dominion Freight Line, Inc.
-1.12%
-$2,059.16 
COLM Columbia Sportswear Company
-1.12%
-$2,383.4 
SNDR Schneider National, Inc.
-1.11%
-$5,928.65 
CEG Constellation Energy Corporation
-1.1%
-$2,934.84 
SHW The Sherwin-Williams Company
-1.1%
-$4,862.05 
LSTR Landstar System Inc.
-1.1%
-$4,024.22 
SCHB Schwab U.S. Broad Market ETF
-1.08%
-$24,876.16 
MORN Morningstar, Inc.
-1.07%
-$7,989.75 
PRGO Perrigo Company plc
-1.06%
-$2,385.6 
GS The Goldman Sachs Group, Inc.
-1.06%
-$14,864.9 
TREX Trex Company, Inc.
-1.05%
-$3,109.82 
IWB iShares Russell 1000 ETF
-1.03%
-$41,143.72 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.01%
-$21,070.08 
SPY SPDR S&P 500 ETF Trust
-1.01%
-$539,985.83 
IJR iShares Core S&P Small-Cap ETF
-1%
-$2,852.34 
OSK Oshkosh Corporation
-0.99%
-$3,065.6 
NWSA News Corporation
-0.99%
-$5,998.8 
IWV ISHARES RUSSELL 3000 ETF
-0.99%
-$3,311.94 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.99%
-$2,951.57 
VOO Vanguard S&P 500 ETF
-0.98%
-$124,837.12 
TROW T. Rowe Price Group, Inc.
-0.98%
-$3,045.24 
EVR Evercore Inc.
-0.97%
-$5,331.09 
MTD Mettler-Toledo International Inc.
-0.96%
-$4,613.6 
EME EMCOR Group, Inc.
-0.96%
-$3,773.3 
RCL Royal Caribbean Group
-0.96%
-$3,896.73 
RVTY Revvity Inc.
-0.94%
-$3,997.68 
AZN AstraZeneca PLC American Depositary Shares
-0.94%
-$2,237.04 
WMS Advanced Drainage Systems, Inc.
-0.93%
-$1,786.81 
IVV iShares Core S&P 500 ETF
-0.93%
-$63,695.6 
ECL Ecolab Inc.
-0.93%
-$4,465.8 
MDT Medtronic plc
-0.93%
-$5,254.24 
VMI Valmont Industries, Inc.
-0.93%
-$6,922.08 
LEN Lennar Corporation
-0.91%
-$2,886.15 
MIDD The Middleby Corporation
-0.9%
-$4,040.36 
IJH iShares Core S&P Mid-Cap ETF
-0.9%
-$39,487.14 
BR Broadridge Financial Solutions, Inc.
-0.87%
-$3,008.08 
JCI Johnson Controls International plc
-0.86%
-$9,950.49 
IRM Iron Mountain Inc.
-0.85%
-$2,328.29 
USFD US Foods Holding Corp
-0.84%
-$6,505.03 
WWD Woodward Inc.
-0.84%
-$5,358.67 
SPHQ Invesco S&P 500 Quality ETF
-0.84%
-$9,152.61 
DVA DaVita Inc.
-0.82%
-$1,979.35 
URI United Rentals, Inc.
-0.77%
-$3,102.72 
KKR KKR & Co. Inc.
-0.77%
-$1,612.69 
CUZ Cousins Properties Incorporated
-0.76%
-$4,739.28 
SYY Sysco Corporation
-0.76%
-$2,264.37 
CGDV Capital Group Dividend Value ETF
-0.76%
-$148,798.5 
PRU Prudential Financial, Inc.
-0.76%
-$2,126.08 
NVDA NVIDIA Corporation
-0.74%
-$691,074.79 
VO Vanguard Mid-Cap ETF
-0.72%
-$5,568 
VIK Viking Holdings Ltd
-0.71%
-$1,733.23 
SEIC SEI Investments Company
-0.71%
-$2,838.45 
RJF Raymond James Financial Inc.
-0.7%
-$2,123.66 
HUBB Hubbell Inc.
-0.69%
-$1,601.79 
DHR Danaher Corporation
-0.68%
-$2,904.04 
INCY Incyte Corporation
-0.67%
-$4,826.76 
FDX FedEx Corporation
-0.67%
-$5,019.56 
NBIX Neurocrine Biosciences Inc.
-0.67%
-$1,237.74 
YUM Yum! Brands, Inc.
-0.66%
-$2,496 
IOO iShares Global 100 ETF
-0.64%
-$2,540.97 
MLI Mueller Industries Inc.
-0.59%
-$1,746.72 
VHT Vanguard Health Care ETF
-0.59%
-$1,571.56 
REGN Regeneron Pharmaceuticals, Inc.
-0.57%
-$1,719.13 
FBIN Fortune Brands Innovations Inc.
-0.56%
-$2,386.12 
WST West Pharmaceutical Services, Inc.
-0.55%
-$2,946.02 
FCX Freeport-McMoRan Inc.
-0.54%
-$2,736 
COLB Columbia Banking System, Inc.
-0.54%
-$1,406.16 
OC Owens Corning
-0.54%
-$2,432.94 
UPS United Parcel Service, Inc.
-0.54%
-$2,075.85 
PSLV Sprott Physical Silver Trust
-0.54%
-$55,096.4 
MS Morgan Stanley
-0.53%
-$3,349.44 
DD DuPont de Nemours, Inc.
-0.53%
-$4,153.16 
WSM Williams-Sonoma, Inc.
-0.53%
-$4,188.17 
JXN Jackson Financial Inc.
-0.52%
-$35,327.36 
GAP Gap Inc.
-0.51%
-$1,931.76 
WAB Wabtec Corporation
-0.51%
-$1,925.71 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.5%
-$5,622.96 
RSP Invesco S&P 500 Equal Weight ETF
-0.5%
-$176,817.08 
KNX Knight-Swift Transportation Holdings Inc.
-0.49%
-$1,179.2 
ELAN Elanco Animal Health Incorporated
-0.49%
-$2,538.16 
SSNC SS&C Technologies Holdings Inc.
-0.49%
-$2,913.46 
BIIB Biogen Inc.
-0.48%
-$2,011.22 
BBY Best Buy Co., Inc.
-0.47%
-$5,656.2 
MDLN Medline Inc.
-0.47%
-$17,314.67 
PAYX Paychex Inc.
-0.46%
-$1,175.04 
JEF Jefferies Financial Group Inc.
-0.46%
-$946.28 
UNP Union Pacific Corporation
-0.45%
-$1,905.8 
AVY Avery Dennison Corporation
-0.44%
-$2,559.48 
ESS Essex Property Trust, Inc.
-0.44%
-$4,747.14 
NVR NVR, Inc.
-0.43%
-$977.74 
HAS Hasbro Inc.
-0.42%
-$2,886.34 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.42%
-$1,913.38 
BOH Bank of Hawaii Corporation
-0.42%
-$740.88 
GWW W.W. Grainger, Inc.
-0.42%
-$1,907.48 
CFG Citizens Financial Group, Inc.
-0.41%
-$3,923.4 
HRB H&R Block Inc.
-0.4%
-$1,572.67 
BAC Bank of America Corporation
-0.4%
-$2,860.57 
IEX IDEX Corporation
-0.39%
-$1,098.33 
LOPE Grand Canyon Education Inc.
-0.39%
-$1,507.59 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.38%
-$3,121.99 
ALSN Allison Transmission Holdings Inc.
-0.35%
-$2,841.6 
VFC V.F. Corporation
-0.35%
-$1,381.2 
IP International Paper Company
-0.35%
-$889.43 
GLD SPDR Gold Shares
-0.35%
-$6,719.06 
REYN Reynolds Consumer Products Inc.
-0.34%
-$1,306.89 
FIVE Five Below, Inc.
-0.34%
-$2,992.5 
CVS CVS Health Corporation
-0.34%
-$2,628.18 
ABT Abbott Laboratories
-0.33%
-$3,637.2 
TTEK Tetra Tech, Inc.
-0.33%
-$1,010.85 
MCO Moody's Corporation
-0.33%
-$2,105.12 
TOL Toll Brothers Inc
-0.33%
-$975.48 
ALLE Allegion plc
-0.31%
-$1,100.46 
ASH Ashland Inc.
-0.31%
-$1,551.22 
GIS General Mills, Inc.
-0.29%
-$1,858.77 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.28%
-$730.65 
PHYS Sprott Physical Gold Trust
-0.27%
-$29,388.58 
PPG PPG Industries Inc.
-0.26%
-$1,370.57 
KRC Kilroy Realty Corporation
-0.26%
-$2,020.77 
WTM White Mountains Insurance Group Ltd.
-0.26%
-$693.76 
BA Boeing Company
-0.25%
-$637.32 
MA Mastercard Incorporated
-0.25%
-$1,866.61 
SCHF Schwab International Equity ETF
-0.24%
-$1,758.77 
VONV Vanguard Russell 1000 Value Index Fund
-0.24%
-$22,589.28 
CTVA Corteva Inc.
-0.23%
-$72.81 
CTAS Cintas Corporation
-0.23%
-$1,880.12 
WELL Welltower Inc.
-0.23%
-$480.18 
COR Cencora, Inc.
-0.22%
-$795.72 
MAA Mid-America Apartment Communities, Inc.
-0.21%
-$1,855.87 
CEF Sprott Physical Gold and Silver Trust
-0.2%
-$478.24 
DOC Healthpeak Properties, Inc.
-0.18%
-$466.73 
DFAT Dimensional US Targeted Value ETF
-0.18%
-$388.25 
PHM PulteGroup Inc.
-0.18%
-$618.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.18%
-$2,950.74 
DHI D.R. Horton, Inc.
-0.18%
-$337.02 
NSC Norfolk Southern Corporation
-0.16%
-$880.88 
VIG Vanguard Dividend Appreciation ETF
-0.16%
-$502.74 
AME Ametek Inc.
-0.15%
-$1,491.88 
FR First Industrial Realty Trust Inc.
-0.15%
-$1,335.69 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.15%
-$5,653.07 
ADI Analog Devices, Inc.
-0.14%
-$1,282.4 
TKR Timken Co.
-0.14%
-$497.6 
CGCP Capital Group Core Plus Income ETF
-0.14%
-$7,647.27 
TEL TE Connectivity plc
-0.13%
-$687.99 
ROKU Roku, Inc.
-0.12%
-$1,354.7 
RSG Republic Services, Inc.
-0.12%
-$376.38 
CPT Camden Property Trust
-0.12%
-$936.9 
VAC Marriott Vacations Worldwide Corporation
-0.12%
-$592.93 
FHB First Hawaiian, Inc.
-0.11%
-$623.81 
AXTA Axalta Coating Systems Ltd.
-0.1%
-$268.8 
DCI Donaldson Company, Inc.
-0.1%
-$692.37 
TBLD Thornburg Income Builder Opportunities Trust
-0.1%
-$9,623.9 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.1%
-$12,013.47 
RRX Regal Rexnord Corporation
-0.1%
-$185.7 
EFA iShares MSCI EAFE ETF
-0.1%
-$225 
FBND Fidelity Total Bond ETF
-0.08%
-$264.81 
PFG Principal Financial Group, Inc.
-0.07%
-$223.92 
PYPL PayPal Holdings Inc
-0.07%
-$8,448.59 
SBUX Starbucks Corporation
-0.07%
-$311.87 
ELV Elevance Health, Inc.
-0.05%
-$241.79 
IEFA iShares Core MSCI EAFE ETF
-0.04%
-$207.84 
JHG Janus Henderson Group plc
-0.04%
-$342.62 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.03%
-$707.22 
AVTR Avantor Inc.
-0.03%
-$259.43 
CAT Caterpillar Inc.
-0.03%
-$158.47 
TECH Bio-Techne Corporation
-0.02%
-$49.3 
UNM Unum Group
-0.01%
-$42.72 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2768 | Longs Won 1602/2768 57% | Profit Factor 5.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $730,358.76 |
| Average Win $159,515.21 | Best Trade (Oct 15) $31.71M | Sharpe Ratio -16.85 |
| Average Loss -$41,419.89 | Worst Trade (Oct 16) -$4.28M | Z-Score 10.29 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1d | Expectancy $74,872.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 7,191 | $958,582.65 | $1.24M | - | $283,986.19 | 29.63% | -1.569% |
| AAPL Apple Inc. | 24,456 | $6.07M | $8.39M | - | $2.32M | 38.24% | +0.37% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 79,372 | $6.55M | $8.61M | - | $2.06M | 31.39% | -1.753% |
| ABBV AbbVie Inc. | 8,604 | $1.99M | $2.46M | - | $464,883.7 | 23.35% | +0.699% |
| ABNB Airbnb, Inc. | 10,148 | $1.3M | $1.75M | - | $446,821.76 | 34.38% | -1.257% |
| ABT Abbott Laboratories | 10,392 | $1.32M | $1.08M | - | -$237,701.8 | -17.98% | -0.334% |
| ACN Accenture plc Class A | 5,963 | $1.19M | $1.34M | - | $155,088.3 | 13.07% | +0.036% |
| ADBE Adobe Inc. | 2,884 | $957,996.1 | $707,430.78 | - | -$250,565.32 | -26.16% | -2.533% |
| ADI Analog Devices, Inc. | 2,211 | $567,379.77 | $891,851.07 | - | $324,471.3 | 57.19% | -0.144% |
| ADP Automatic Data Processing Inc. | 1,955 | $415,764.24 | $559,305.95 | - | $143,541.71 | 34.52% | +0.154% |
| ADSK Autodesk, Inc. | 2,397 | $670,229.21 | $572,703.22 | - | -$97,525.99 | -14.55% | -2.543% |
| ADT ADT Inc. | 35,112 | $300,906.05 | $241,212.42 | - | -$59,693.63 | -19.84% | +0.07% |
| AEE Ameren Corporation | 4,113 | $458,044.94 | $434,682.4 | - | -$23,362.54 | -5.1% | +1.855% |
| AEP American Electric Power Company, Inc. | 4,141 | $452,533.46 | $524,167.78 | - | $71,634.32 | 15.83% | +1.842% |
| AFL Aflac Inc. | 3,351 | $375,645.18 | $398,333.37 | - | $22,688.19 | 6.04% | +0.695% |
| AFRM Affirm Holdings, Inc. | 5,436 | $383,988.31 | $399,763.44 | - | $15,775.13 | 4.11% | -3.135% |
| AGCO AGCO Corporation | 5,410 | $601,606.18 | $560,719.45 | - | -$40,886.73 | -6.8% | -2.406% |
| AGO Assured Guaranty Ltd. | 4,664 | $407,698.47 | $329,138.48 | - | -$78,559.99 | -19.27% | +1.016% |
| AIA iShares Asia 50 ETF | 2,320 | $328,651 | $299,860 | - | -$28,791 | -8.76% | -2.12% |
| AIG American International Group Inc. | 8,911 | $697,796.81 | $713,236.44 | - | $15,439.63 | 2.21% | +1.163% |
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FAQ
Which stocks have generated the highest profits for Bryan Buchert?
The largest contributions to the portfolio's profits come from the following stocks: Robinhood Markets, Inc - $5.96M, Intel Corporation - $4.52M, Goldman Sachs ActiveBeta International Equity ETF - $2.39M, Kyverna Therapeutics, Inc - $2.11M, and Corning Incorporated - $1.96M. 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: Coinbase Global, Inc - $3.21M, iShares MSCI India Small-Cap ETF - $905,913.68, iShares Russell 2000 Growth ETF - $774,783.23, Dow Inc - $770,142.79, and iShares Russell 2000 Value ETF - $668,322.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bryan Buchert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.83M earned over time. The largest contributors to dividend income include Guggenheim Strategic Opportunities Fund - $1.52M, SPDR S&P 500 ETF Trust - $814,195.46, Invesco S&P 500 Equal Weight ETF - $809,287.17, Thornburg Income Builder Opportunities Trust - $736,586.03, and Goldman Sachs ActiveBeta International Equity ETF - $682,008.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bryan Buchert's monthly returns?
Bryan Buchert's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Bryan Buchert's strategy be considered aggressive or moderate?
Bryan Buchert's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Bryan Buchert's strategy?
Bryan Buchert's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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