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:
71.15%
Gain -0.59%
Monthly
2.72%
Yearly
38.07%
Drawdown
22.01%
$1.04B
Equity
Holdings
$1.04B
Investment
$812.09M
$241.93M
Profit -$4.07M
Realized
$16.53M
Unrealized
$225.4M
Dividends
$13.85M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$4.07M
Win %
68%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$4.07M
Win %
68%
This Month
Compared to last month
Gain
3.01%
Profit
$30.31M
Win %
68%
This Year
Compared to last year
Gain
1.02%
Profit
$9.09M
Win %
65%
INDI Indie Semiconductor, Inc.
+13.77%
+$8,550 
NU Nu Holdings Ltd.
+9.33%
+$700,802.7 
CIFR Cipher Mining Inc.
+7.43%
+$18,457.08 
SNDK SanDisk Corporation
+7.39%
+$32,883 
CGNX Cognex Corporation
+6.56%
+$54,479.4 
AMD Advanced Micro Devices, Inc.
+6.5%
+$24,978.48 
STX Seagate Technology Holdings plc
+5.65%
+$20,203.16 
FOXA Fox Corporation
+5.49%
+$28,127.66 
NRG NRG Energy, Inc.
+5.42%
+$9,975.13 
ELAN Elanco Animal Health Incorporated
+5.15%
+$25,602.36 
HAL Halliburton Company
+4.81%
+$13,764.96 
PENG Penguin Solutions, Inc.
+4.76%
+$179,640.5 
GLW Corning Incorporated
+4.7%
+$1.04M 
FDMT 4D Molecular Therapeutics, Inc.
+4.63%
+$12,996.72 
WDC Western Digital Corporation
+4.41%
+$42,073.52 
PHAT Phathom Pharmaceuticals Inc.
+4.36%
+$10,730.4 
BBWI Bath & Body Works, Inc.
+4.19%
+$16,391.7 
MTZ MasTec, Inc. Common Stock
+4.01%
+$25,428.22 
ONDS Ondas Holdings Inc.
+3.7%
+$4,405.17 
F Ford Motor Company
+3.46%
+$5,724 
WWD Woodward Inc.
+3.35%
+$22,922.12 
MOH Molina Healthcare Inc.
+3.27%
+$14,246.36 
TSN Tyson Foods Inc.
+3.16%
+$21,260.32 
NEM Newmont Corporation
+3.13%
+$10,888.5 
CE Celanese Corporation
+3.07%
+$6,544.32 
URI United Rentals, Inc.
+2.97%
+$12,768 
ALGN Align Technology, Inc.
+2.9%
+$6,545.91 
MPWR Monolithic Power Systems, Inc.
+2.9%
+$15,744.52 
RRX Regal Rexnord Corporation
+2.88%
+$6,078.59 
DKNG DraftKings Inc.
+2.83%
+$9,069.12 
CMG Chipotle Mexican Grill, Inc.
+2.73%
+$245,772.61 
FIX Comfort Systems USA, Inc.
+2.69%
+$28,223.39 
EQIX Equinix, Inc.
+2.64%
+$7,419.83 
FTI TechnipFMC plc
+2.53%
+$21,382.68 
ALSN Allison Transmission Holdings Inc.
+2.4%
+$20,956.8 
RING iShares MSCI Global Gold Miners ETF
+2.37%
+$11,296.74 
SNPS Synopsys, Inc.
+2.37%
+$4,826.25 
VRT Vertiv Holdings Co
+2.36%
+$472,301.79 
ROKU Roku, Inc.
+2.34%
+$25,667.91 
MU Micron Technology, Inc.
+2.3%
+$61,276.67 
ARW Arrow Electronics Inc.
+2.29%
+$13,204.83 
CVS CVS Health Corporation
+2.28%
+$18,397.26 
HWM Howmet Aerospace Inc.
+2.25%
+$17,299.15 
TXN Texas Instruments Inc
+2.25%
+$4,292.7 
IRM Iron Mountain Inc.
+2.22%
+$6,850.76 
IPGP IPG Photonics Corporation
+2.2%
+$7,903.2 
LYB LyondellBasell Industries N.V.
+2.18%
+$5,244.16 
PCG PG&E Corporation
+2.18%
+$13,181.44 
CNC Centene Corporation
+2.17%
+$32,205.01 
ADI Analog Devices, Inc.
+2.16%
+$18,174.42 
AMKR Amkor Technology Inc.
+2.15%
+$32,031.68 
GE General Electric Company
+2.15%
+$27,716.9 
ARMK Aramark
+2.1%
+$8,200.96 
MSM MSC Industrial Direct Co., Inc.
+2.09%
+$16,103.45 
TTWO Take-Two Interactive Software, Inc.
+2.08%
+$6,380.64 
TER Teradyne, Inc.
+2.02%
+$14,133.46 
HLT Hilton Worldwide Holdings Inc.
+1.99%
+$8,600.91 
DINO HF Sinclair Corporation
+1.96%
+$6,206.4 
DIS The Walt Disney Company
+1.96%
+$11,240.15 
NOC Northrop Grumman Corporation
+1.94%
+$8,213.95 
LNG Cheniere Energy Inc.
+1.94%
+$6,687.36 
KMPR Kemper Corporation
+1.9%
+$4,069.29 
AGCO AGCO Corporation
+1.89%
+$10,170.8 
COP ConocoPhillips
+1.81%
+$5,200.26 
MTCH Match Group, Inc.
+1.8%
+$19,470.87 
LMT Lockheed Martin Corporation
+1.78%
+$9,314.89 
ST Sensata Technologies Holding plc
+1.78%
+$16,346.61 
TTC The Toro Company
+1.77%
+$16,985.43 
PYPL PayPal Holdings Inc
+1.77%
+$217,307.37 
TKR Timken Co.
+1.68%
+$6,842 
CI The Cigna Group
+1.64%
+$8,253.44 
PRGO Perrigo Company plc
+1.64%
+$2,862.72 
COF Capital One Financial Corporation
+1.57%
+$13,064.22 
CW Curtiss-Wright Corporation
+1.52%
+$16,830.85 
DD DuPont de Nemours, Inc.
+1.5%
+$12,815.16 
CAG Conagra Brands Inc.
+1.49%
+$7,437.97 
MKSI MKS Instruments Inc.
+1.45%
+$8,871.12 
JCI Johnson Controls International plc
+1.45%
+$17,226.54 
ITA iShares U.S. Aerospace & Defense ETF
+1.41%
+$5,990.41 
BF-B Brown-Forman Corporation
+1.39%
+$3,441.36 
CEG Constellation Energy Corporation
+1.39%
+$3,732.61 
VDE Vanguard Energy ETF
+1.38%
+$4,433.92 
ON ON Semiconductor Corporation
+1.35%
+$6,948.7 
EXPE Expedia Group, Inc.
+1.33%
+$22,666.5 
GEV GE Vernova Inc.
+1.32%
+$12,668.24 
DDOG Datadog, Inc. Class A Common Stock
+1.28%
+$9,325.12 
NBIX Neurocrine Biosciences Inc.
+1.26%
+$2,583.99 
BBY Best Buy Co., Inc.
+1.25%
+$13,754.85 
ITT Itt Inc.
+1.25%
+$4,022.99 
PII Polaris Inc.
+1.24%
+$3,281 
COR Cencora, Inc.
+1.23%
+$3,989.07 
FE FirstEnergy Corp.
+1.22%
+$2,737.71 
NXPI NXP Semiconductors N.V.
+1.21%
+$2,598.41 
AXS AXIS Capital Holdings Limited
+1.19%
+$5,484.7 
MAR Marriott International Inc. - Class A
+1.19%
+$2,610.37 
CTVA Corteva Inc.
+1.17%
+$2,160.03 
FIVE Five Below, Inc.
+1.17%
+$11,291.62 
LHX L3Harris Technologies, Inc.
+1.17%
+$6,004.36 
BWA BorgWarner Inc.
+1.16%
+$6,388.73 
CVX Chevron Corporation
+1.16%
+$12,889.2 
SYF Synchrony Financial
+1.15%
+$8,312.18 
OXY Occidental Petroleum Corporation
+1.14%
+$2,785.2 
OHI Omega Healthcare Investors Inc.
+1.13%
+$10,780.68 
APD Air Products and Chemicals, Inc.
+1.13%
+$2,725.51 
RTX RTX Corporation
+1.13%
+$128,369.46 
WMS Advanced Drainage Systems, Inc.
+1.13%
+$2,501.52 
KEYS Keysight Technologies, Inc.
+1.12%
+$14,315.82 
AMLP Alerian MLP ETF
+1.12%
+$140,750.18 
KYTX Kyverna Therapeutics, Inc.
+1.11%
+$3,600 
EG Everest Group, Ltd.
+1.11%
+$3,779.86 
TXT Textron Inc.
+1.09%
+$4,658.88 
HRB H&R Block Inc.
+1.09%
+$4,677.7 
ZBH Zimmer Biomet Holdings, Inc.
+1.08%
+$3,297.24 
CF CF Industries Holdings, Inc.
+1.07%
+$8,521.23 
HUM Humana Inc.
+1.06%
+$3,410.87 
BYD Boyd Gaming Corporation
+1.04%
+$7,480.26 
MTG MGIC Investment Corporation
+1.04%
+$7,925.44 
EIX Edison International
+1.03%
+$7,738.73 
GAP Gap Inc.
+1.03%
+$3,380.58 
NYT New York Times Co.
+1.03%
+$3,457.08 
OGE Oge Energy Corp.
+1.02%
+$5,429.28 
NTAP NetApp, Inc.
+1.02%
+$3,617.78 
LVS Las Vegas Sands Corp.
+1%
+$3,169.4 
STT State Street Corp
+1%
+$9,109.8 
DG Dollar General Corporation
+0.98%
+$3,185.99 
BBC Virtus LifeSci Biotech Clinical Trials ETF
+0.98%
+$51,915.54 
MO Altria Group, Inc.
+0.95%
+$13,692.04 
PPL PPL Corporation
+0.95%
+$2,512.94 
LIN Linde plc
+0.95%
+$2,002.13 
WST West Pharmaceutical Services, Inc.
+0.94%
+$4,567.27 
THG Hanover Insurance Group, Inc.
+0.94%
+$6,673.77 
DTE DTE Energy Company
+0.94%
+$4,215.58 
XOM Exxon Mobil Corporation
+0.94%
+$10,136.54 
SCHW Charles Schwab Corporation
+0.94%
+$6,473.54 
TNL Travel + Leisure Co.
+0.94%
+$9,384.9 
HEI.A Heico Corporation
+0.92%
+$4,575 
VFC V.F. Corporation
+0.88%
+$2,992.6 
ROK Rockwell Automation, Inc.
+0.87%
+$3,381.35 
CMS CMS Energy Corporation
+0.85%
+$4,605.6 
HUBB Hubbell Inc.
+0.85%
+$2,140.71 
CFG Citizens Financial Group, Inc.
+0.84%
+$9,355.8 
HEI Heico Corporation
+0.84%
+$3,741.34 
EHTH eHealth Inc.
+0.83%
+$348.11 
ZION Zions Bancorporation, National Association
+0.82%
+$6,436.9 
LSTR Landstar System Inc.
+0.82%
+$3,282.9 
APH Amphenol Corporation
+0.82%
+$3,802.56 
AGO Assured Guaranty Ltd.
+0.81%
+$2,891.68 
NVT nVent Electric plc
+0.81%
+$2,054.83 
WFC Wells Fargo & Company
+0.81%
+$2,746.99 
AIG American International Group Inc.
+0.8%
+$5,435.72 
HBAN Huntington Bancshares Incorporated
+0.79%
+$2,623.88 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.79%
+$4,370.8 
DRI Darden Restaurants, Inc.
+0.79%
+$2,703.34 
LECO Lincoln Electric Holdings, Inc.
+0.79%
+$6,068.16 
BDX Becton, Dickinson and Company
+0.79%
+$2,659.78 
PM Philip Morris International Inc.
+0.78%
+$35,280.24 
FNB F.N.B. Corporation
+0.78%
+$3,675.9 
COLB Columbia Banking System, Inc.
+0.77%
+$2,268 
CEF Sprott Physical Gold and Silver Trust
+0.77%
+$2,032.52 
MDT Medtronic plc
+0.76%
+$4,096.53 
MIDD The Middleby Corporation
+0.76%
+$3,661.47 
NWSA News Corporation
+0.76%
+$4,399.12 
RF Regions Financial Corporation
+0.76%
+$2,316 
ESTC Elastic N.V.
+0.76%
+$3,750.51 
PNW Pinnacle West Capital Corporation
+0.76%
+$5,587.52 
GIS General Mills, Inc.
+0.74%
+$5,674.14 
RBLX Roblox Corporation
+0.74%
+$2,979.48 
GD General Dynamics Corporation
+0.72%
+$8,149.83 
GNTX Gentex Corporation
+0.72%
+$1,462.17 
MHK Mohawk Industries, Inc.
+0.7%
+$6,158.38 
AXTA Axalta Coating Systems Ltd.
+0.7%
+$1,996.81 
JXN Jackson Financial Inc.
+0.7%
+$48,835.4 
PHYS Sprott Physical Gold Trust
+0.7%
+$79,522.04 
ALLY Ally Financial Inc.
+0.69%
+$3,924.6 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$6,780.87 
TEL TE Connectivity plc
+0.69%
+$3,796.49 
P Everpure Inc.
+0.69%
+$2,063.88 
UNM Unum Group
+0.68%
+$5,382.09 
TSLA Tesla, Inc.
+0.68%
+$10,138.59 
UNH UnitedHealth Group Incorporated
+0.67%
+$3,147.94 
PK Park Hotels & Resorts Inc.
+0.67%
+$2,332.9 
HST Host Hotels & Resorts Inc.
+0.66%
+$1,971.3 
EVRG Evergy Inc.
+0.65%
+$2,706.47 
RPG Invesco S&P 500 Pure Growth ETF
+0.64%
+$3,095.1 
GLD SPDR Gold Shares
+0.63%
+$12,683.26 
BAC Bank of America Corporation
+0.62%
+$5,581.66 
VMI Valmont Industries, Inc.
+0.62%
+$5,050.78 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$5,837.1 
EME EMCOR Group, Inc.
+0.61%
+$2,707.1 
QCOM QUALCOMM Incorporated
+0.61%
+$2,846 
HII Huntington Ingalls Industries Inc.
+0.6%
+$2,390.68 
OMF OneMain Holdings Inc.
+0.6%
+$2,326.74 
WCC Wesco International Inc.
+0.59%
+$4,187.96 
IVZ Invesco Ltd.
+0.59%
+$4,746.2 
BA Boeing Company
+0.58%
+$1,817.04 
EXC Exelon Corporation
+0.57%
+$3,519.62 
AEE Ameren Corporation
+0.57%
+$2,550.06 
PB Prosperity Bancshares Inc.
+0.56%
+$1,299.91 
MKL Markel Group Inc.
+0.56%
+$1,077.3 
CCK Crown Holdings Inc.
+0.55%
+$6,287.42 
CLH Clean Harbors Inc.
+0.54%
+$4,743.29 
VZ Verizon Communications Inc.
+0.54%
+$7,002.58 
ILF iShares Latin America 40 ETF
+0.54%
+$45,481.5 
BOH Bank of Hawaii Corporation
+0.54%
+$1,137.78 
ELV Elevance Health, Inc.
+0.53%
+$2,538.91 
PSLV Sprott Physical Silver Trust
+0.53%
+$60,606.04 
KHC The Kraft Heinz Company
+0.51%
+$4,686.76 
POST Post Holdings Inc.
+0.51%
+$1,348.08 
VTWO Vanguard Russell 2000 ETF
+0.51%
+$3,524.08 
SAM The Boston Beer Company Inc.
+0.5%
+$1,218.3 
DVA DaVita Inc.
+0.5%
+$1,136.53 
W Wayfair Inc.
+0.49%
+$2,766.5 
ASH Ashland Inc.
+0.49%
+$2,538.36 
NTRS Northern Trust Corporation
+0.49%
+$4,435.17 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$1,499.04 
OZK Bank OZK
+0.48%
+$4,125.5 
EWBC East West Bancorp Inc.
+0.47%
+$1,910.4 
WELL Welltower Inc.
+0.46%
+$978.48 
TPR Tapestry Inc.
+0.46%
+$3,406.07 
WCN Waste Connections Inc.
+0.46%
+$1,351.26 
IMMX Immix Biopharma Inc.
+0.46%
+$650 
DFAT Dimensional US Targeted Value ETF
+0.46%
+$1,024.98 
MDLN Medline Inc.
+0.45%
+$16,296.16 
GM General Motors Company
+0.44%
+$4,419.78 
VOYA Voya Financial Inc.
+0.43%
+$1,332.75 
C Citigroup Inc.
+0.43%
+$6,777 
PSX Phillips 66
+0.43%
+$2,534 
EMN Eastman Chemical Company
+0.41%
+$1,494.6 
MA Mastercard Incorporated
+0.4%
+$2,745 
RL Ralph Lauren Corporation
+0.4%
+$4,605.3 
USB U.S. Bancorp
+0.38%
+$2,632.5 
ED Consolidated Edison, Inc.
+0.38%
+$3,959.37 
ALL Allstate Corporation
+0.36%
+$1,304.78 
EDIT Editas Medicine Inc.
+0.36%
+$100.19 
OSK Oshkosh Corporation
+0.35%
+$1,293.28 
DASH DoorDash, Inc.
+0.35%
+$893.02 
PGR Progressive Corporation
+0.35%
+$1,858.61 
WAB Wabtec Corporation
+0.35%
+$1,362.37 
KO The Coca-Cola Company
+0.33%
+$2,508.21 
MTB M&T Bank Corporation
+0.33%
+$2,545.19 
GTES Gates Industrial Corporation plc
+0.33%
+$2,197.89 
PRI Primerica Inc.
+0.32%
+$2,222.02 
TECH Bio-Techne Corporation
+0.32%
+$756.01 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$14,957.25 
THC Tenet Healthcare Corporation
+0.32%
+$1,457.75 
PRU Prudential Financial, Inc.
+0.3%
+$918.08 
MNST Monster Beverage Corporation
+0.3%
+$5,225.64 
CINF Cincinnati Financial Corporation
+0.29%
+$724 
AFL Aflac Inc.
+0.29%
+$1,172.86 
GCOW Pacer Global Cash Cows Dividend ETF
+0.28%
+$36,717.2 
L Loews Corporation
+0.28%
+$1,125.92 
ADT ADT Inc.
+0.27%
+$702.24 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$1,269.18 
VO Vanguard Mid-Cap ETF
+0.26%
+$2,112 
DCI Donaldson Company, Inc.
+0.25%
+$1,846.32 
MORN Morningstar, Inc.
+0.25%
+$1,846.52 
VB Vanguard Small-Cap ETF
+0.24%
+$18,017.25 
CAT Caterpillar Inc.
+0.23%
+$1,643.01 
TTEK Tetra Tech, Inc.
+0.22%
+$703.2 
AAPL Apple Inc.
+0.22%
+$16,385.52 
WEC WEC Energy Group Inc.
+0.22%
+$1,203.6 
MRK Merck & Co., Inc.
+0.21%
+$5,311.06 
LAMR Lamar Advertising Company
+0.21%
+$2,696.76 
MCD McDonald's Corporation
+0.21%
+$3,897.53 
ORI Old Republic International Corp.
+0.21%
+$979.83 
FITB Fifth Third Bancorp
+0.21%
+$494.88 
VTV Vanguard Value ETF
+0.2%
+$1,434.7 
PG Procter & Gamble Co
+0.2%
+$1,068.69 
LBTYK Liberty Global plc
+0.2%
+$213.56 
MET MetLife Inc.
+0.2%
+$510.53 
ES Eversource Energy
+0.19%
+$1,473.22 
UAA Under Armour Inc.
+0.19%
+$194.47 
GL Globe Life Inc.
+0.18%
+$842.16 
WPC W. P. Carey Inc.
+0.18%
+$363.74 
TDC Teradata Corporation
+0.18%
+$895.55 
AEP American Electric Power Company, Inc.
+0.17%
+$911.02 
SPHQ Invesco S&P 500 Quality ETF
+0.17%
+$1,933.65 
ROST Ross Stores, Inc.
+0.16%
+$1,012.37 
WM Waste Management, Inc.
+0.15%
+$544.66 
PEG Public Service Enterprise Group Incorporated
+0.14%
+$322.74 
IFF International Flavors & Fragrances Inc.
+0.14%
+$1,135.46 
PEP PepsiCo, Inc.
+0.12%
+$3,296.79 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.11%
+$4,165.42 
TRV The Travelers Companies, Inc.
+0.1%
+$448.19 
GWW W.W. Grainger, Inc.
+0.1%
+$433.44 
INGR Ingredion Inc.
+0.1%
+$288.61 
UBER Uber Technologies, Inc.
+0.09%
+$352.03 
XRAY Dentsply Sirona Inc.
+0.09%
+$131.39 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.08%
+$10,678.64 
VICI Vici Properties Inc.
+0.08%
+$388.02 
WRB W.R. Berkley Corporation
+0.06%
+$131.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$950.32 
ESS Essex Property Trust, Inc.
+0.04%
+$522.91 
TBLD Thornburg Income Builder Opportunities Trust
+0.04%
+$4,811.95 
TXRH Texas Roadhouse Inc.
+0.04%
+$109.1 
AFRM Affirm Holdings, Inc.
+0.04%
+$163.08 
SCHF Schwab International Equity ETF
+0.04%
+$270.58 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$6,708.9 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$3,339.96 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$147.3 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$6,579.24 
WTFC Wintrust Financial Corporation
+0.01%
+$49.46 
BEN Franklin Resources Inc.
0%
$0 
BPOP Popular Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CMCSA Comcast Corp
0%
$0 
HAS Hasbro Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 G200
G2004J103
0%
$0 
BZAI Blaize Holdings Inc.
-49.32%
-$18,483.62 
VIK Viking Holdings Ltd
-7.65%
-$23,653.56 
AVGO Broadcom Inc.
-5.94%
-$654,792.46 
ALIT Alight Inc.
-5.67%
-$12,048.28 
AMAT Applied Materials, Inc.
-5.12%
-$20,410.55 
RNG RingCentral Inc.
-4.85%
-$67,037.04 
OKTA Okta Inc.
-4.85%
-$11,415.38 
TWLO Twilio Inc.
-4.5%
-$56,672.22 
CDNA CareDx Inc.
-4.35%
-$187,682.48 
ELDN Eledon Pharmaceuticals Inc.
-4.32%
-$6,433.28 
DBX Dropbox Inc.
-4.2%
-$14,163.8 
MSTR Strategy Inc.
-4.18%
-$9,512.57 
GWRE GUIDEWIRE SOFTWARE INC
-3.85%
-$15,958.1 
HOOD Robinhood Markets, Inc.
-3.83%
-$19,941.54 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$30,682.08 
HPQ HP Inc.
-3.8%
-$22,922.97 
WDAY Workday Inc.
-3.76%
-$28,601.41 
GEN Gen Digital Inc.
-3.69%
-$17,217.64 
ORCL Oracle Corporation
-3.65%
-$10,049.1 
WEX Wex Inc.
-3.63%
-$16,506.08 
TXG 10x Genomics Inc.
-3.54%
-$83,394.98 
ZM Zoom Video Communications, Inc.
-3.53%
-$42,066.96 
INTU Intuit Inc.
-3.52%
-$22,266.71 
FTNT Fortinet Inc.
-3.28%
-$28,176.3 
DOCU DocuSign Inc.
-3.2%
-$43,459.89 
DT Dynatrace, Inc.
-3.17%
-$27,337.8 
CIEN Ciena Corporation
-3.17%
-$17,777.39 
FFIV F5 Inc.
-3.08%
-$28,275.18 
S SentinelOne Inc.
-3.06%
-$9,886.39 
PANW Palo Alto Networks, Inc.
-2.96%
-$17,512.9 
PCTY Paylocity Holding Corporation
-2.9%
-$41,004.17 
POOL Pool Corporation
-2.86%
-$13,706.18 
IDXX IDEXX Laboratories, Inc.
-2.82%
-$10,811.67 
PLTR Palantir Technologies Inc.
-2.78%
-$32,150.94 
KLAC KLA Corporation
-2.7%
-$14,147.6 
PAYX Paychex Inc.
-2.69%
-$7,787.53 
PTC PTC Inc.
-2.69%
-$8,520.12 
BE Bloom Energy Corporation
-2.66%
-$15,109.68 
BFAM Bright Horizons Family Solutions Inc.
-2.65%
-$6,017.88 
CRM Salesforce Inc
-2.56%
-$11,584.18 
NOW ServiceNow, Inc.
-2.55%
-$18,934.5 
MDB MongoDB Inc.
-2.53%
-$26,252.24 
SNOW Snowflake Inc.
-2.51%
-$67,789.9 
NVCR NovoCure Ltd.
-2.47%
-$8,816.72 
PAYC Paycom Software, Inc.
-2.46%
-$18,804.5 
ADSK Autodesk, Inc.
-2.44%
-$15,101.08 
ADBE Adobe Inc.
-2.39%
-$18,659.48 
LLY Eli Lilly and Company
-2.38%
-$25,927.13 
IBP Installed Building Products Inc.
-2.38%
-$5,323.5 
ANET Arista Networks, Inc.
-2.36%
-$382,578.4 
CRDO Credo Technology Group Holding Ltd.
-2.29%
-$439,923.33 
TEAM Atlassian Corporation Class A
-2.27%
-$33,088 
ODFL Old Dominion Freight Line, Inc.
-2.21%
-$4,631.48 
TDOC Teladoc Health Inc.
-2.15%
-$4,003.35 
BURL Burlington Stores Inc.
-2.15%
-$5,385.6 
GOF Guggenheim Strategic Opportunities Fund
-2.15%
-$411,097.63 
DAL Delta Air Lines, Inc.
-2.15%
-$31,175.76 
PODD Insulet Corporation
-2.12%
-$12,706.9 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$4,789.12 
IQV IQVIA Holdings Inc.
-2.01%
-$18,331.92 
YETI FNCL Series 2007 Other Floating Rate Instrument
-2%
-$16,213.47 
FISV Fiserv, Inc.
-2%
-$6,335.88 
NTNX Nutanix, Inc.
-1.98%
-$8,056.55 
INTC Intel Corporation
-1.97%
-$339,179 
JBL Jabil Inc.
-1.96%
-$14,585.3 
DXCM DexCom, Inc.
-1.89%
-$9,226.09 
KRC Kilroy Realty Corporation
-1.86%
-$15,492.57 
HPE Hewlett Packard Enterprise Company
-1.86%
-$8,431.56 
CDW CDW Corporation
-1.85%
-$5,238.97 
CERT Certara, Inc.
-1.84%
-$4,074.3 
YUM Yum! Brands, Inc.
-1.82%
-$6,839.06 
MANH Manhattan Associates Inc.
-1.76%
-$5,369.13 
UPST Upstart Holdings, Inc.
-1.74%
-$18,079.2 
HCA HCA Healthcare Inc.
-1.72%
-$7,137.66 
ISRG Intuitive Surgical, Inc.
-1.69%
-$6,976.3 
ORLY O'Reilly Automotive Inc.
-1.65%
-$23,133.55 
JKHY Jack Henry & Associates, Inc.
-1.64%
-$5,232.6 
EVR Evercore Inc.
-1.62%
-$10,812.03 
CSCO Cisco Systems, Inc.
-1.58%
-$41,567.38 
RCL Royal Caribbean Group
-1.57%
-$7,095.52 
IREN IREN Limited
-1.56%
-$4,740.39 
G Genpact Ltd.
-1.48%
-$11,350.56 
BLD TopBuild Corp
-1.45%
-$5,334.6 
FIGR Figure Technology Solutions Inc Cl A
-1.41%
-$22,013.55 
LBRDK Liberty Broadband Corporation
-1.41%
-$3,190.2 
MSGS Madison Square Garden Sports Corp.
-1.41%
-$5,775.14 
FDX FedEx Corporation
-1.39%
-$12,001.08 
LRCX Lam Research Corporation
-1.38%
-$39,371.72 
UNP Union Pacific Corporation
-1.38%
-$6,025.29 
EBAY eBay Inc.
-1.38%
-$8,678.88 
AVTR Avantor Inc.
-1.37%
-$9,858.15 
MAN ManpowerGroup Inc.
-1.34%
-$20,664.82 
DPZ Domino's Pizza Inc.
-1.31%
-$5,555.06 
JEF Jefferies Financial Group Inc.
-1.29%
-$3,323.52 
FDS FactSet Research Systems Inc.
-1.28%
-$4,704.75 
FERG Ferguson Enterprises Inc
-1.28%
-$4,308.9 
RHI Robert Half Inc.
-1.28%
-$16,462.32 
BMY Bristol-Myers Squibb Company
-1.27%
-$5,968.78 
SMG Scotts Miracle-Gro Co.
-1.26%
-$10,225.02 
NUE Nucor Corporation
-1.24%
-$13,266.54 
FBIN Fortune Brands Innovations Inc.
-1.22%
-$6,256.95 
IT Gartner Inc.
-1.21%
-$3,564.74 
KNX Knight-Swift Transportation Holdings Inc.
-1.2%
-$3,242.8 
ADP Automatic Data Processing Inc.
-1.18%
-$6,392.89 
STE STERIS plc
-1.18%
-$4,070.62 
KKR KKR & Co. Inc.
-1.12%
-$3,105.03 
TJX The TJX Companies, Inc.
-1.1%
-$12,920 
CRI Carter's Inc.
-1.1%
-$3,238.76 
MLI Mueller Industries Inc.
-1.08%
-$3,493.44 
USFD US Foods Holding Corp
-1.06%
-$8,894.31 
MSCI MSCI Inc.
-1.06%
-$2,553.98 
CL Colgate-Palmolive Company
-1.05%
-$20,196.82 
NVR NVR, Inc.
-1.05%
-$2,548.65 
EW Edwards Lifesciences Corporation
-1.04%
-$9,383.04 
NSC Norfolk Southern Corporation
-1.02%
-$5,827.38 
FCN Fti Consulting Inc.
-1.02%
-$2,606.74 
VRSN Verisign Inc.
-1.01%
-$9,696.12 
RMD ResMed Inc.
-1.01%
-$5,768.4 
ALLE Allegion plc
-1%
-$3,766.54 
UPS United Parcel Service, Inc.
-0.98%
-$4,112.16 
EGP EastGroup Properties Inc.
-0.97%
-$8,248 
HIW Highwoods Properties, Inc.
-0.97%
-$8,488.11 
ETSY Etsy Inc.
-0.95%
-$6,581.96 
KR Kroger Co.
-0.94%
-$3,856.14 
AMZN Amazon.com Inc
-0.94%
-$126,936.83 
ULTA Ulta Beauty Inc.
-0.94%
-$7,861.44 
IP International Paper Company
-0.92%
-$2,816.56 
JBHT J.B. Hunt Transport Services, Inc.
-0.92%
-$14,874.5 
SPGI S&P Global Inc.
-0.92%
-$2,828.98 
ILMN Illumina, Inc.
-0.91%
-$11,620 
TREX Trex Company, Inc.
-0.9%
-$2,885.41 
ACN Accenture plc Class A
-0.9%
-$9,540.86 
META Meta Platforms Inc Class A
-0.86%
-$23,239.63 
CASY Casey's General Stores Inc.
-0.86%
-$5,541.5 
SPG Simon Property Group, Inc.
-0.85%
-$2,538.27 
PSA Public Storage Common Stock
-0.85%
-$3,303.37 
HE Hawaiian Electric Industries Inc.
-0.84%
-$3,896.6 
SPB Spectrum Brands Holdings Inc.
-0.84%
-$3,172.24 
HD The Home Depot, Inc.
-0.83%
-$3,089.94 
PFG Principal Financial Group, Inc.
-0.83%
-$2,659.05 
MTD Mettler-Toledo International Inc.
-0.82%
-$3,428.08 
LEN Lennar Corporation
-0.81%
-$2,886.15 
CUZ Cousins Properties Incorporated
-0.8%
-$5,416.32 
TRU TransUnion
-0.8%
-$2,928.25 
UAL United Airlines Holdings, Inc.
-0.8%
-$5,933.75 
SBUX Starbucks Corporation
-0.79%
-$3,842.48 
BLK BlackRock, Inc.
-0.77%
-$81,707.5 
LOPE Grand Canyon Education Inc.
-0.76%
-$2,656.23 
OC Owens Corning
-0.76%
-$4,668.12 
CALX Calix Inc.
-0.75%
-$2,268.9 
DELL Dell Technologies Inc.
-0.75%
-$10,278.63 
EPR EPR Properties
-0.73%
-$7,825.5 
FR First Industrial Realty Trust Inc.
-0.73%
-$6,826.86 
FHB First Hawaiian, Inc.
-0.72%
-$4,603.8 
BR Broadridge Financial Solutions, Inc.
-0.71%
-$2,434.2 
DHI D.R. Horton, Inc.
-0.71%
-$1,460.55 
MCO Moody's Corporation
-0.71%
-$4,563.77 
DHR Danaher Corporation
-0.71%
-$2,646.72 
SII Sprott Inc.
-0.71%
-$2,075 
CGDV Capital Group Dividend Value ETF
-0.7%
-$142,845.77 
TOL Toll Brothers Inc
-0.7%
-$2,305.68 
IBIT iShares Bitcoin Trust
-0.7%
-$3,236 
DGX Quest Diagnostics Inc.
-0.69%
-$3,278.37 
UHS Universal Health Services, Inc.
-0.69%
-$3,114.25 
SHW The Sherwin-Williams Company
-0.68%
-$3,202.12 
SYY Sysco Corporation
-0.67%
-$2,028.88 
TROW T. Rowe Price Group, Inc.
-0.67%
-$2,276.24 
TGT Target Corporation
-0.66%
-$5,110.81 
JNJ Johnson & Johnson
-0.66%
-$75,904.47 
SSNC SS&C Technologies Holdings Inc.
-0.66%
-$3,837.25 
COLM Columbia Sportswear Company
-0.64%
-$1,296.85 
EMR Emerson Electric Co.
-0.63%
-$6,381.5 
FAST Fastenal Co.
-0.62%
-$3,894.08 
NFE New Fortress Energy Inc.
-0.61%
-$23.92 
PKG Packaging Corporation of America
-0.61%
-$2,428.77 
CGGR Capital Group Growth ETF
-0.61%
-$121,875.69 
SNDR Schneider National, Inc.
-0.61%
-$3,726.61 
AVY Avery Dennison Corporation
-0.6%
-$3,589.93 
BKNG Booking Holdings Inc.
-0.6%
-$12,152.34 
MEDP Medpace Holdings Inc.
-0.59%
-$2,963.56 
CTAS Cintas Corporation
-0.59%
-$4,527.66 
ABNB Airbnb, Inc.
-0.58%
-$10,858.38 
ARE Alexandria Real Estate Equities, Inc.
-0.58%
-$2,439.36 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$10,005 
CRH CRH plc
-0.56%
-$1,128.05 
RVTY Revvity Inc.
-0.56%
-$1,819.62 
COO The Cooper Companies, Inc.
-0.56%
-$2,690.51 
AME Ametek Inc.
-0.56%
-$5,614.22 
GRMN Garmin Ltd.
-0.56%
-$4,421.83 
OTIS Otis Worldwide Corporation
-0.55%
-$1,326 
ABBV AbbVie Inc.
-0.54%
-$11,701.44 
PPG PPG Industries Inc.
-0.54%
-$2,981.58 
SBAC SBA Communications Corporation
-0.53%
-$3,068.01 
XYL Xylem Inc.
-0.53%
-$1,498.24 
MAA Mid-America Apartment Communities, Inc.
-0.53%
-$5,378.17 
NNN NNN REIT, Inc.
-0.52%
-$4,654.32 
ESI Element Solutions Inc.
-0.51%
-$3,092.37 
A Agilent Technologies Inc.
-0.51%
-$5,465.09 
FCX Freeport-McMoRan Inc.
-0.51%
-$2,448 
AZO AutoZone Inc.
-0.51%
-$1,260.35 
AZN AstraZeneca PLC American Depositary Shares
-0.5%
-$1,132.87 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$1,627.29 
EXPD Expeditors International of Washington, Inc.
-0.5%
-$1,924.18 
AMH American Homes 4 Rent
-0.5%
-$3,592.4 
VHT Vanguard Health Care ETF
-0.48%
-$1,228.15 
MPT Medical Properties Trust, Inc.
-0.48%
-$204.72 
CPB The Campbell's Company
-0.47%
-$3,000.69 
MS Morgan Stanley
-0.47%
-$3,522.06 
MGK Vanguard Mega Cap Growth ETF
-0.46%
-$11,103.54 
DUK Duke Energy Corporation
-0.46%
-$3,132.15 
CRL Charles River Laboratories International, Inc.
-0.43%
-$2,471.72 
IOO iShares Global 100 ETF
-0.42%
-$1,703.11 
FRT Federal Realty Investment Trust
-0.42%
-$2,687.5 
TMUS T-Mobile US, Inc.
-0.42%
-$2,172.94 
LEG Leggett & Platt, Inc.
-0.41%
-$1,978.88 
NDSN Nordson Corporation
-0.41%
-$1,276.34 
ETN Eaton Corporation plc
-0.4%
-$2,384.17 
BIIB Biogen Inc.
-0.39%
-$1,453.02 
WMT Walmart Inc.
-0.39%
-$5,005.35 
AYI Acuity Brands Inc.
-0.37%
-$1,234.14 
RGA Reinsurance Group of America, Inc.
-0.37%
-$1,504.74 
CPA Copa Holdings S.A.
-0.37%
-$783.5 
VLO Valero Energy Corporation
-0.36%
-$1,058.75 
JAZZ Jazz Pharmaceuticals plc
-0.36%
-$2,044.33 
V Visa Inc. Class A
-0.36%
-$3,643.96 
ATR AptarGroup, Inc.
-0.35%
-$1,364.41 
WSM Williams-Sonoma, Inc.
-0.35%
-$2,708.14 
AON Aon plc
-0.35%
-$1,990 
ILCG iShares Morningstar Growth ETF
-0.35%
-$2,411.62 
GAB Gabelli Equity Trust Inc.
-0.34%
-$2,280.06 
IBB iShares Biotechnology ETF
-0.34%
-$18,282.75 
MAS Masco Corporation
-0.34%
-$3,943 
QRVO Qorvo Inc.
-0.34%
-$2,349.27 
REGN Regeneron Pharmaceuticals, Inc.
-0.31%
-$938.73 
GS The Goldman Sachs Group, Inc.
-0.31%
-$5,049.27 
UTHR United Therapeutics Corporation
-0.31%
-$702.23 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$777.3 
INCY Incyte Corporation
-0.3%
-$2,286.36 
MSFT Microsoft Corp.
-0.3%
-$22,086.19 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$4,761.16 
CNA CNA Financial Corporation
-0.29%
-$1,487.4 
AVT Avnet Inc.
-0.29%
-$1,429.96 
PHM PulteGroup Inc.
-0.28%
-$1,115.58 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.27%
-$874.66 
FAF First American Financial Corporation
-0.27%
-$1,985.58 
SNA Snap-on Inc.
-0.26%
-$2,286.59 
VAC Marriott Vacations Worldwide Corporation
-0.26%
-$1,459.52 
XYZ Block, Inc.
-0.25%
-$890.8 
HOG Harley-Davidson Inc.
-0.25%
-$671.79 
CB Chubb Limited
-0.25%
-$2,158.57 
RSG Republic Services, Inc.
-0.24%
-$710.93 
SPEM SPDR Portfolio Emerging Markets ETF
-0.23%
-$9,078.72 
REYN Reynolds Consumer Products Inc.
-0.23%
-$1,005.3 
DECK Deckers Outdoor Corporation
-0.23%
-$471.25 
SMH VanEck Semiconductor ETF
-0.22%
-$13,051.9 
KMX CarMax Inc.
-0.22%
-$512.46 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$744.91 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.21%
-$1,744.89 
Q Qnity Electronics Inc.
-0.2%
-$809.1 
SWKS Skyworks Solutions Inc.
-0.2%
-$1,328.46 
WTM White Mountains Insurance Group Ltd.
-0.2%
-$537.48 
FBND Fidelity Total Bond ETF
-0.2%
-$680.95 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$106,747.64 
REG Regency Centers Corporation
-0.2%
-$1,498.65 
HUN Huntsman Corporation
-0.19%
-$455.52 
AWK American Water Works Company, Inc.
-0.19%
-$552.26 
VOO Vanguard S&P 500 ETF
-0.19%
-$23,966.26 
ILCB iShares Morningstar U.S. Equity ETF
-0.18%
-$715.6 
GLPI Gaming and Leisure Properties, Inc.
-0.18%
-$1,646 
IVV iShares Core S&P 500 ETF
-0.18%
-$12,606.81 
CGCP Capital Group Core Plus Income ETF
-0.18%
-$10,196.11 
BALL Ball Corp.
-0.18%
-$745.25 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.18%
-$526.06 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.15%
-$389.68 
IWB iShares Russell 1000 ETF
-0.15%
-$5,898.05 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$4,510 
BRX Brixmor Property Group Inc.
-0.13%
-$565.44 
FLO Flowers Foods, Inc.
-0.13%
-$823.64 
GOOGL Alphabet Inc
-0.13%
-$3,162.04 
SCHB Schwab U.S. Broad Market ETF
-0.13%
-$3,109.6 
AIA iShares Asia 50 ETF
-0.13%
-$417.62 
CHH Choice Hotels International Inc.
-0.12%
-$391.82 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$400.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$2,469.04 
GOOG Alphabet Inc
-0.12%
-$15,631.21 
MARA MARA Holdings Inc
-0.11%
-$1,379.47 
DLTR Dollar Tree, Inc.
-0.11%
-$1,012.48 
CRUS Cirrus Logic, Inc.
-0.11%
-$996.48 
NFLX Netflix, Inc.
-0.1%
-$688.08 
IWV ISHARES RUSSELL 3000 ETF
-0.1%
-$343.81 
CPT Camden Property Trust
-0.1%
-$896.17 
RJF Raymond James Financial Inc.
-0.1%
-$348.32 
DOC Healthpeak Properties, Inc.
-0.1%
-$266.7 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.09%
-$7,937.2 
SRE Sempra
-0.08%
-$221.48 
IEX IDEX Corporation
-0.08%
-$224.39 
COST Costco Wholesale Corporation
-0.08%
-$655.5 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$155.1 
JPM JPMorgan Chase & Co.
-0.07%
-$8,217.42 
MRVL Marvell Technology, Inc.
-0.07%
-$376.13 
NVDA NVIDIA Corporation
-0.06%
-$60,093.46 
ITW Illinois Tool Works Inc.
-0.06%
-$909.89 
CMI Cummins Inc.
-0.06%
-$610.37 
ROL Rollins, Inc.
-0.06%
-$108.62 
ECL Ecolab Inc.
-0.05%
-$248.13 
GMED Globus Medical Inc.
-0.05%
-$250 
EFA iShares MSCI EAFE ETF
-0.05%
-$112.5 
JHG Janus Henderson Group plc
-0.04%
-$342.62 
PFE Pfizer Inc.
-0.04%
-$213.23 
NVST Envista Holdings Corporation
-0.04%
-$325.24 
VSAT Viasat Inc.
-0.04%
-$122.94 
ATO Atmos Energy Corporation
-0.02%
-$90.86 
CGGO Capital Group Global Growth Equity ETF
-0.02%
-$2,301.71 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.02%
-$267.76 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$103.92 
CALI China Auto Logistics Inc.
-0.02%
-$235.79 
ABT Abbott Laboratories
-0.02%
-$207.84 
SEIC SEI Investments Company
-0.01%
-$38.1 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2768 | Longs Won 1704/2768 61% | Profit Factor 7.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $798,268.93 |
| Average Win $165,085.99 | Best Trade (Aug 28) $34.15M | Sharpe Ratio -16.85 |
| Average Loss -$37,035.16 | Worst Trade (Sep 01) -$2.75M | Z-Score 14.64 (100%) |
| Commissions $0 | Avg. Trade Length 8m | Expectancy $87,403.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 7,191 | $958,582.65 | $1.07M | - | $109,496.58 | 11.42% | -0.509% |
| AAPL Apple Inc. | 24,456 | $6.07M | $7.48M | - | $1.41M | 23.21% | +0.219% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 79,372 | $6.55M | $9.19M | - | $2.64M | 40.33% | -0.086% |
| ABBV AbbVie Inc. | 8,604 | $1.99M | $2.15M | - | $155,828.11 | 7.83% | -0.542% |
| ABNB Airbnb, Inc. | 10,148 | $1.3M | $1.87M | - | $568,293.3 | 43.73% | -0.578% |
| ABT Abbott Laboratories | 10,392 | $1.32M | $1.16M | - | -$165,789.16 | -12.54% | -0.018% |
| ACN Accenture plc Class A | 5,963 | $1.19M | $1.05M | - | -$131,791.63 | -11.11% | -0.896% |
| ADBE Adobe Inc. | 2,884 | $957,996.1 | $761,433.65 | - | -$196,562.45 | -20.52% | -2.392% |
| ADI Analog Devices, Inc. | 2,211 | $567,379.77 | $860,941.31 | - | $293,561.54 | 51.74% | +2.157% |
| ADP Automatic Data Processing Inc. | 1,955 | $415,764.24 | $533,636.78 | - | $117,872.54 | 28.35% | -1.184% |
| ADSK Autodesk, Inc. | 2,397 | $670,229.21 | $603,229.02 | - | -$67,000.19 | -10% | -2.442% |
| ADT ADT Inc. | 35,112 | $300,906.05 | $262,988.88 | - | -$37,917.17 | -12.6% | +0.268% |
| AEE Ameren Corporation | 4,113 | $458,044.94 | $451,360.62 | - | -$6,684.32 | -1.46% | +0.568% |
| AEP American Electric Power Company, Inc. | 4,141 | $452,533.46 | $520,109.6 | - | $67,576.14 | 14.93% | +0.175% |
| AFL Aflac Inc. | 3,351 | $375,645.18 | $406,978.95 | - | $31,333.77 | 8.34% | +0.289% |
| AFRM Affirm Holdings, Inc. | 5,436 | $383,988.31 | $425,910.6 | - | $41,922.29 | 10.92% | +0.038% |
| AGCO AGCO Corporation | 5,410 | $601,606.18 | $548,195.3 | - | -$53,410.88 | -8.88% | +1.89% |
| AGO Assured Guaranty Ltd. | 4,664 | $407,698.47 | $358,148.56 | - | -$49,549.91 | -12.15% | +0.814% |
| AIA iShares Asia 50 ETF | 2,320 | $328,651 | $322,294.4 | - | -$6,356.6 | -1.93% | -0.129% |
| AIG American International Group Inc. | 8,911 | $697,796.81 | $682,939.04 | - | -$14,857.77 | -2.13% | +0.802% |
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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 - $2.32M, Kyverna Therapeutics, Inc - $2.11M, and Corning Incorporated - $1.92M. 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 $13.85M earned over time. The largest contributors to dividend income include Guggenheim Strategic Opportunities Fund - $870,025.53, SPDR S&P 500 ETF Trust - $683,265.54, Invesco S&P 500 Equal Weight ETF - $678,524.77, Thornburg Income Builder Opportunities Trust - $636,333.87, and Goldman Sachs ActiveBeta International Equity ETF - $612,592.22. 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.
