Cody Gehman Portfolio
Invests via Stonebridge Financial Group, LLC | Managed by Cody Gehman
Invests via Stonebridge Financial Group, LLC
Managed by Cody Gehman
Automatically Tracked
Cody Gehman Profile
Private-equity and corporate finance-focused investor and operator with experience across industrials and specialty manufacturing sectors. Cody Gehman is experienced in originating middle-market investments, leading diligence and driving portfolio-company operational improvements, with prior roles spanning investment teams and operating management. Market-relevant strengths include deal sourcing, financial modeling, carve-out execution and board-level oversight. Tailored to institutional allocators, family offices and strategic acquirers seeking operationally-driven growth investments.
Private-equity and corporate finance-focused investor and operator with experience across industrials and specialty manufacturing sectors. Cody Gehman is experienced in originating middle-market investments, leading diligence and driving portfolio-company operational improvements, with prior roles spanning investment teams and operating management. Market-relevant strengths include deal sourcing, financial modeling, carve-out execution and board-level oversight. Tailored to institutional allocators, family offices and strategic acquirers seeking operationally-driven growth investments.
Investment Philosophy & Strategy
Focuses on operationally-led private equity in middle-market industrials and specialty manufacturing, prioritizing carve-outs and control or influential minority positions where operational improvements drive value. Utilizes sector expertise to source proprietary deals, underwrite through detailed financial modeling and execute rigorous diligence. Capital allocation favors disciplined, growth-with-margin expansion strategies, paired with hands-on portfolio management, KPI-driven turnarounds and three-to-seven year value realization horizons. Risk controlled via conservative leverage, contingency planning and board-level governance.
Focuses on operationally-led private equity in middle-market industrials and specialty manufacturing, prioritizing carve-outs and control or influential minority positions where operational improvements drive value. Utilizes sector expertise to source proprietary deals, underwrite through detailed financial modeling and execute rigorous diligence. Capital allocation favors disciplined, growth-with-margin expansion strategies, paired with hands-on portfolio management, KPI-driven turnarounds and three-to-seven year value realization horizons. Risk controlled via conservative leverage, contingency planning and board-level 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:
2.71%
Gain
Monthly
0.14%
Yearly
1.75%
Drawdown
14.4%
$1.31B
Equity
Holdings
$1.31B
Investment
$1.17B
$172.41M
Profit -$1.82M
Realized
$26.17M
Unrealized
$146.25M
Dividends
$37.24M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.82M
Win %
71%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$6.07M
Win %
71%
This Month
Compared to last month
Gain
-0.14%
Profit
-$1.78M
Win %
71%
This Year
Compared to last year
Gain
-0.25%
Profit
-$3.3M
Win %
73%
ABT Abbott Laboratories
+11.01%
+$491,342.72 
AMRX Amneal Pharmaceuticals Inc.
+4.51%
+$27,941.85 
BRO Brown & Brown Inc.
+4.22%
+$183,738.85 
WM Waste Management, Inc.
+4.2%
+$10,565.73 
SYK Stryker Corporation
+4.12%
+$210,064.52 
PAYX Paychex Inc.
+3.9%
+$214,304.92 
NBTB NBT Bancorp Inc.
+3.86%
+$22,831.38 
FCF First Commonwealth Financial Corporation
+3.66%
+$103,364.03 
MRK Merck & Co., Inc.
+3.54%
+$38,224.39 
UPS United Parcel Service, Inc.
+3.52%
+$21,672.23 
MDT Medtronic plc
+3.5%
+$152,308.2 
BHRB Burke & Herbert Financial Services Corp.
+3.49%
+$6,952.01 
FRAF Franklin Financial Services Corporation
+3.24%
+$11,505.01 
FULT Fulton Financial Corporation
+3.19%
+$6,719.16 
UNH UnitedHealth Group Incorporated
+3.17%
+$7,216.25 
STBA S&T Bancorp, Inc.
+3.16%
+$38,463.36 
ABBV AbbVie Inc.
+3.14%
+$16,075.5 
IBM International Business Machines Corporation
+3.13%
+$27,036.12 
RF Regions Financial Corporation
+3.1%
+$169,067.92 
NWFL Norwood Financial Corp
+2.99%
+$53,184.02 
O Realty Income Corporation
+2.93%
+$104,247.34 
MDLZ Mondelez International, Inc.
+2.9%
+$9,687.19 
PM Philip Morris International Inc.
+2.84%
+$57,117.42 
LOW Lowe's Companies Inc.
+2.8%
+$149,739.32 
MO Altria Group, Inc.
+2.72%
+$23,389.81 
AMGN Amgen Inc.
+2.7%
+$150,425.07 
VZ Verizon Communications Inc.
+2.7%
+$8,477.7 
T AT&T Inc.
+2.66%
+$6,305.34 
HSY The Hershey Company
+2.65%
+$18,373.74 
VLO Valero Energy Corporation
+2.63%
+$6,075.48 
FNB F.N.B. Corporation
+2.59%
+$29,152.53 
MCD McDonald's Corporation
+2.57%
+$137,875.46 
DLTR Dollar Tree, Inc.
+2.5%
+$18,815.17 
KO The Coca-Cola Company
+2.48%
+$138,900.49 
COST Costco Wholesale Corporation
+2.45%
+$18,182.62 
PEP PepsiCo, Inc.
+2.42%
+$13,352.17 
IFF International Flavors & Fragrances Inc.
+2.41%
+$5,802.56 
MPC Marathon Petroleum Corporation
+2.38%
+$122,450.62 
WMT Walmart Inc.
+2.38%
+$185,426.52 
CSL Carlisle Companies Inc.
+2.33%
+$43,843.8 
CBSH Commerce Bancshares, Inc.
+2.3%
+$108,925.92 
WELL Welltower Inc.
+2.29%
+$18,816.54 
PECO Phillips Edison & Company, Inc.
+2.27%
+$10,189.44 
MA Mastercard Incorporated
+2.27%
+$128,920.44 
CASY Casey's General Stores Inc.
+2.18%
+$9,069.15 
TFC Truist Financial Corporation
+2.1%
+$10,846.92 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$5,317.11 
XLV Health Care Select Sector SPDR Fund
+2.02%
+$90,736 
HD The Home Depot, Inc.
+1.91%
+$14,361.08 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+1.86%
+$320,460.84 
SDY SPDR S&P Dividend ETF
+1.86%
+$10,092.6 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+1.8%
+$4,474.61 
BMY Bristol-Myers Squibb Company
+1.8%
+$4,589.25 
V Visa Inc. Class A
+1.77%
+$14,665.53 
CB Chubb Limited
+1.76%
+$100,769.37 
PG Procter & Gamble Co
+1.72%
+$35,646.45 
VNQ Vanguard Real Estate ETF
+1.64%
+$5,614.29 
VHT Vanguard Health Care ETF
+1.57%
+$24,221.45 
AFL Aflac Inc.
+1.53%
+$108,040 
MSFT Microsoft Corp.
+1.51%
+$206,740.83 
GKOS Glaukos Corporation
+1.43%
+$4,461.06 
AAPL Apple Inc.
+1.3%
+$574,568.55 
TRV The Travelers Companies, Inc.
+1.3%
+$2,984.73 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.25%
+$7,919.35 
DON WisdomTree U.S. MidCap Dividend Fund
+1.23%
+$277,729.9 
DE Deere & Company
+1.22%
+$2,502.33 
EMR Emerson Electric Co.
+1.19%
+$67,429.26 
CVX Chevron Corporation
+1.17%
+$13,206 
LLY Eli Lilly and Company
+1.16%
+$9,786.84 
ET Energy Transfer L.P.
+1.13%
+$2,475 
MMM 3M Company
+1.11%
+$3,171.96 
VRTX Vertex Pharmaceuticals Incorporated
+1.08%
+$2,242.12 
DGRO iShares Core Dividend Growth ETF
+1.04%
+$656,053.87 
ES Eversource Energy
+1.01%
+$21,131.18 
PPL PPL Corporation
+0.97%
+$7,619.32 
YLDE ClearBridge Dividend Strategy ESG ETF
+0.94%
+$4,428.73 
SO The Southern Company
+0.93%
+$34,186.24 
WFC Wells Fargo & Company
+0.89%
+$2,757.45 
NNDM Nano Dimension Ltd.
+0.89%
+$131 
USMV iShares MSCI USA Min Vol Factor ETF
+0.85%
+$2,046.46 
XOM Exxon Mobil Corporation
+0.84%
+$21,528.32 
IJR iShares Core S&P Small-Cap ETF
+0.83%
+$2,049.6 
AXP American Express Company
+0.83%
+$46,171.58 
PFE Pfizer Inc.
+0.81%
+$2,278.32 
RSP Invesco S&P 500 Equal Weight ETF
+0.75%
+$1,512.09 
PWV Invesco Large Cap Value ETF
+0.68%
+$53,727.69 
COP ConocoPhillips
+0.65%
+$1,550.05 
WEC WEC Energy Group Inc.
+0.62%
+$15,197 
JNJ Johnson & Johnson
+0.61%
+$57,855.76 
APD Air Products and Chemicals, Inc.
+0.61%
+$30,056.23 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+0.61%
+$44,599.59 
VIG Vanguard Dividend Appreciation ETF
+0.6%
+$31,577.04 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.59%
+$1,919.8 
AMZN Amazon.com Inc
+0.57%
+$16,437.2 
PNC The PNC Financial Services Group, Inc.
+0.52%
+$5,420.78 
JEPI JPMorgan Equity Premium Income Fund
+0.45%
+$29,293.63 
VTV Vanguard Value ETF
+0.43%
+$1,276.28 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$6,461.12 
VYM Vanguard High Dividend Yield ETF
+0.4%
+$5,530.24 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.39%
+$2,544.08 
PRF Invesco FTSE RAFI US 1000 ETF
+0.37%
+$53,192.4 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.36%
+$10,054.33 
NUSC Nuveen ESG Small-Cap ETF
+0.34%
+$858.37 
LIN Linde plc
+0.31%
+$20,657.91 
GD General Dynamics Corporation
+0.31%
+$19,859.94 
MGV Vanguard Mega Cap Value ETF
+0.31%
+$1,007.5 
NFLX Netflix, Inc.
+0.28%
+$1,397.44 
IWR iShares Russell Mid-Cap ETF
+0.27%
+$786.6 
XLF Financial Select Sector SPDR Fund
+0.26%
+$77,906.18 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$9,554.16 
VB Vanguard Small-Cap ETF
+0.23%
+$993.6 
SAMT Strategas Macro Thematic Opportunities ETF
+0.23%
+$22,319.3 
KFEB Innovator U.S. Small Cap Power Buffer ETF
+0.21%
+$495.24 
RDVY First Trust Rising Dividend Achievers ETF
+0.2%
+$1,777.6 
BAC Bank of America Corporation
+0.19%
+$851.58 
DFUV Dimensional US Marketwide Value ETF
+0.18%
+$595.4 
PAVE Global X U.S. Infrastructure Development ETF
+0.15%
+$997.05 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.14%
+$59,503.31 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+0.11%
+$343.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.08%
+$529.31 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$271.26 
GOOG Alphabet Inc
+0.06%
+$2,279.03 
GOOGL Alphabet Inc
+0.06%
+$9,415.79 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$2,779.05 
FJUL FT Vest US Equity Buffer ETF
+0.03%
+$137.55 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$117.28 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$2,134.55 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$4,538.21 
IWM iShares Russell 2000 ETF
+0.01%
+$49.74 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$724.55 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$30.27 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$550.4 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
JPLD JPMorgan Limited Duration ETF
0%
$0 
KMAR
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 
NMAR
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-10.35%
-$778,639.93 
TECL Direxion Daily Technology Bull 3x Shares
-7.25%
-$57,354.28 
HOOD Robinhood Markets, Inc.
-6.8%
-$43,363.62 
MU Micron Technology, Inc.
-6.1%
-$24,647.58 
INTC Intel Corporation
-6%
-$39,833.63 
AMD Advanced Micro Devices, Inc.
-5.79%
-$26,840.64 
GE General Electric Company
-5.52%
-$30,714.6 
MS Morgan Stanley
-4.58%
-$10,391.74 
ORCL Oracle Corporation
-4.53%
-$126,348 
LRCX Lam Research Corporation
-4.45%
-$40,857.07 
GS The Goldman Sachs Group, Inc.
-4.35%
-$13,027.3 
NLR VanEck Uranium and Nuclear ETF
-4.19%
-$266,812.48 
AVGO Broadcom Inc.
-4.18%
-$36,299.97 
VUZI Vuzix Corporation
-3.94%
-$2,043.36 
VRT Vertiv Holdings Co
-3.92%
-$277,142.4 
BTG B2Gold Corp
-3.82%
-$1,544.25 
SMH VanEck Semiconductor ETF
-3.79%
-$14,797.2 
CAT Caterpillar Inc.
-3.64%
-$54,347.4 
QCOM QUALCOMM Incorporated
-3.61%
-$120,091.48 
COPX Global X Copper Miners ETF
-3.35%
-$166,750.6 
CMI Cummins Inc.
-3.22%
-$257,631.87 
AEM Agnico Eagle Mines Limited
-3.12%
-$6,791.19 
QTUM Defiance Quantum ETF
-3%
-$8,156.28 
CEG Constellation Energy Corporation
-2.85%
-$15,909.27 
GEV GE Vernova Inc.
-2.81%
-$10,844.17 
AIQ Global X Artificial Intelligence & Technology ETF
-2.8%
-$9,818.82 
ADI Analog Devices, Inc.
-2.72%
-$222,340.32 
CSCO Cisco Systems, Inc.
-2.65%
-$197,372.8 
NVDA NVIDIA Corporation
-2.58%
-$217,479.34 
YMAX YieldMax Universe Fund of Option Income ETFs
-2.49%
-$1,950 
XLK State Street Technology Select Sector SPDR ETF
-2.35%
-$658,688.17 
AMAT Applied Materials, Inc.
-2.24%
-$13,026.86 
VPL Vanguard FTSE Pacific ETF
-2.23%
-$611,031.06 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$617,745.37 
BWXT Bwx Technologies Inc.
-2.11%
-$157,660.06 
CGGO Capital Group Global Growth Equity ETF
-2.04%
-$375,665.78 
VGT Vanguard Information Technology ETF
-2%
-$8,826.04 
META Meta Platforms Inc Class A
-1.85%
-$157,648.37 
GLD SPDR Gold Shares
-1.82%
-$102,667.05 
CGNG Capital Group New Geography Equity ETF
-1.8%
-$70,677.1 
SGOL abrdn Physical Gold Shares ETF
-1.8%
-$280,412.34 
IAU iShares Gold Trust
-1.78%
-$223,911.04 
GLDM SPDR Gold MiniShares Trust
-1.76%
-$72,740.9 
TSLA Tesla, Inc.
-1.72%
-$34,414.8 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
-1.69%
-$7,505.93 
CRWD CrowdStrike Holdings, Inc.
-1.69%
-$4,172 
NULG Nuveen ESG Large-Cap Growth ETF
-1.69%
-$4,454.05 
HONA Honeywell Aerospace Inc.
-1.66%
-$4,532.84 
FBCG Fidelity Blue Chip Growth Fund
-1.58%
-$5,698.63 
IWF iShares Russell 1000 Growth ETF
-1.51%
-$223,489.31 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.48%
-$3,038.8 
TCHP T. Rowe Price Blue Chip Growth ETF
-1.43%
-$3,913.53 
IWP iShares Russell Mid-Cap Growth ETF
-1.41%
-$237,681.37 
QQQM Invesco NASDAQ 100 ETF
-1.38%
-$4,728.04 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$43,127.64 
RTX RTX Corporation
-1.26%
-$49,351.97 
SPEM SPDR Portfolio Emerging Markets ETF
-1.25%
-$3,130.83 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.21%
-$11,355.67 
SCHF Schwab International Equity ETF
-1.18%
-$3,855.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.18%
-$337,415.24 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$5,251.82 
VEU Vanguard FTSE All-World ex-US ETF
-1.14%
-$10,743.7 
CGGR Capital Group Growth ETF
-1.11%
-$230,443.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$5,824.9 
BA Boeing Company
-1.06%
-$2,430.75 
AVDV Avantis International Small Cap Value ETF
-1.03%
-$4,841.64 
MGK Vanguard Mega Cap Growth ETF
-0.98%
-$4,510 
LHX L3Harris Technologies, Inc.
-0.93%
-$50,983.65 
VUG Vanguard Growth ETF
-0.93%
-$4,174.43 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.82%
-$2,051.9 
TT Trane Technologies plc
-0.81%
-$3,483.82 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$14,428.8 
ACWI iShares MSCI ACWI ETF
-0.65%
-$2,509.08 
CGIE Capital Group International Equity ETF
-0.64%
-$76,075.61 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
-0.64%
-$7,479.02 
AOA iShares Core Aggressive Allocation ETF
-0.61%
-$6,374.83 
ASML ASML Holding N.V. New York Registry Shares
-0.61%
-$1,425.94 
VT Vanguard Total World Stock ETF
-0.59%
-$11,623.14 
SCHM Schwab U.S. Mid-Cap ETF
-0.51%
-$6,861.06 
EFV iShares MSCI EAFE Value ETF
-0.47%
-$1,832.62 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.47%
-$2,938.07 
EW Edwards Lifesciences Corporation
-0.45%
-$1,074.01 
DOL WisdomTree International LargeCap Dividend Fund
-0.42%
-$2,909.4 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.41%
-$2,835.75 
LRGF iShares U.S. Equity Factor ETF
-0.41%
-$67,702.01 
BLK BlackRock, Inc.
-0.36%
-$20,217.6 
PLTR Palantir Technologies Inc.
-0.36%
-$4,392.05 
FEOE First Eagle Overseas Equity ETF
-0.34%
-$1,434.49 
IVV iShares Core S&P 500 ETF
-0.34%
-$1,198.65 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$2,206.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$1,530.76 
VOO Vanguard S&P 500 ETF
-0.33%
-$8,900.08 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$19,859.58 
JPM JPMorgan Chase & Co.
-0.32%
-$41,886.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$16,773.96 
HMOP Hartford Municipal Opportunities ETF
-0.29%
-$641.36 
SCHX Schwab U.S. Large-Cap ETF
-0.29%
-$1,084.01 
IMAR Innovator International Developed Power Buffer ETF - March
-0.27%
-$875.74 
IWB iShares Russell 1000 ETF
-0.27%
-$1,819.93 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.23%
-$646.02 
IFEB Innovator International Developed Power Buffer ETF - February
-0.22%
-$975.66 
TLT iShares 20+ Year Treasury Bond ETF
-0.22%
-$462.5 
HTAB Hartford Schroders Tax-Aware Bond ETF
-0.21%
-$1,316.76 
XLI Industrial Select Sector SPDR Fund
-0.21%
-$63,195.82 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.19%
-$3,625.97 
CGDV Capital Group Dividend Value ETF
-0.17%
-$4,914.53 
BLV Vanguard Long-Term Bond ETF
-0.15%
-$605.5 
CGMU Capital Group Municipal Income ETF
-0.15%
-$14,265.32 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.14%
-$289.96 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.14%
-$657.78 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$52,358.57 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$40,770.01 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$261.72 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.1%
-$491.04 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$14,642.95 
FMAY FT Vest U.S. Equity Buffer ETF
-0.1%
-$860.7 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$163.77 
NEE NextEra Energy, Inc.
-0.08%
-$5,109.02 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.07%
-$423.56 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$32,024.97 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.07%
-$1,185.8 
FAUG FT Vest U.S. Equity Buffer ETF
-0.06%
-$285.43 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.05%
-$26,269.67 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$653.55 
GVI iShares Intermediate Government Bond ETF
-0.04%
-$158.26 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.04%
-$197.13 
VO Vanguard Mid-Cap ETF
-0.04%
-$288.55 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$506.12 
AMT American Tower Corporation
-0.02%
-$556.12 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$3,057.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$78.48 
CGSD Capital Group Short Duration Income ETF
-0.02%
-$255.13 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$117.95 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$275.13 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$27.23 
USTB VictoryShares Short-Term Bond ETF
-0.01%
-$3,616.08 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2618 | Longs Won 1338/2618 51% | Profit Factor 6.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $509,898.28 |
| Average Win $154,379.19 | Best Trade (Jul 17) $11.69M | Sharpe Ratio -134.45 |
| Average Loss -$26,676.63 | Worst Trade (Mar 31) -$2.61M | Z-Score -0.93 (64.94%) |
| Commissions $0 | Avg. Trade Length 7m 1w 1d | Expectancy $65,856.86 |
| 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 | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
