Pascal Bechtold Portfolio
Invests via Raiffeisen Bank International AG | Managed by Pascal Bechtold
Invests via Raiffeisen Bank International AG
Managed by Pascal Bechtold
Automatically Tracked
Zurich-based investor and operator focusing on early-stage fintech and enterprise software, with experience scaling product and GTM teams across Europe and DACH markets. Pascal Bechtold has held operating roles at fintech startups and participates as angel investor and advisor to seed-stage companies; investment emphasis on payments, infrastructure and SaaS business models. Background blends engineering-minded product leadership with deal sourcing and board-level governance experience.
Zurich-based investor and operator focusing on early-stage fintech and enterprise software, with experience scaling product and GTM teams across Europe and DACH markets. Pascal Bechtold has held operating roles at fintech startups and participates as angel investor and advisor to seed-stage companies; investment emphasis on payments, infrastructure and SaaS business models. Background blends engineering-minded product leadership with deal sourcing and board-level governance experience.
Investment Philosophy & Strategy
Focuses on early-stage fintech and enterprise software, prioritizing payments, infrastructure and SaaS businesses with defensible product-led advantages. Investment decisions weigh founder technical depth, demonstrable unit economics and clear GTM scale paths, favoring active, board-level engagement and operational support. Capital is allocated for seed and follow-on rounds with concentrated positions, a multi-year horizon and disciplined checkpoints tied to product milestones and commercial traction.
Focuses on early-stage fintech and enterprise software, prioritizing payments, infrastructure and SaaS businesses with defensible product-led advantages. Investment decisions weigh founder technical depth, demonstrable unit economics and clear GTM scale paths, favoring active, board-level engagement and operational support. Capital is allocated for seed and follow-on rounds with concentrated positions, a multi-year horizon and disciplined checkpoints tied to product milestones and commercial traction.
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:
32.81%
Gain -0.53%
Monthly
1.43%
Yearly
18.57%
Drawdown
19.86%
$8.54B
Equity
Holdings
$8.54B
Investment
$6.55B
$2.03B
Profit -$39.9M
Realized
$36.36M
Unrealized
$2B
Dividends
$118.44M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$39.9M
Win %
66%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$39.9M
Win %
66%
This Month
Compared to last month
Gain
2.76%
Profit
$229.3M
Win %
66%
This Year
Compared to last year
Gain
23.58%
Profit
$1.64B
Win %
63%
AMZN Amazon.com Inc
+15.32%
+$38.18M 
DLB Dolby Laboratories Inc.
+13.58%
+$104,458.77 
DXCM DexCom, Inc.
+11.95%
+$126,726.93 
OUST Ouster, Inc.
+9.79%
+$278,399.86 
MSA Msa Safety Inc.
+9.13%
+$86,907.23 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$275,723.45 
ETN Eaton Corporation plc
+7.32%
+$189,761.93 
GOOG Alphabet Inc
+6.88%
+$2.71M 
GOOGL Alphabet Inc
+6.73%
+$28.03M 
NVT nVent Electric plc
+6.24%
+$8,316.63 
VRT Vertiv Holdings Co
+6.18%
+$2.5M 
COHR Coherent Corp.
+5.55%
+$1,590.45 
ANET Arista Networks, Inc.
+5.46%
+$5.01M 
GVA Granite Construction Incorporated
+5.26%
+$19,335.8 
ACHC Acadia Healthcare Company, Inc.
+5.26%
+$162,800 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$773,272 
KOS Kosmos Energy Ltd.
+5.08%
+$91,000 
FTNT Fortinet Inc.
+4.99%
+$15,361.5 
GPRO GoPro Inc.
+4.75%
+$68 
CBOE Cboe Global Markets Inc.
+4.62%
+$267,030.06 
APO Apollo Global Management, Inc.
+4.44%
+$54,702.96 
SNPS Synopsys, Inc.
+4.41%
+$1.27M 
FTAI FTAI Aviation Ltd.
+4.3%
+$21,836.5 
LPLA LPL Financial Holdings Inc.
+4.28%
+$36,644.66 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$42,840.21 
ZM Zoom Video Communications, Inc.
+4.06%
+$682.5 
ONT Onterris, Inc.
+3.81%
+$66,734.36 
YUMC Yum China Holdings Inc.
+3.68%
+$27,189 
ERIE Erie Indemnity Company
+3.58%
+$368.28 
MDB MongoDB Inc.
+3.56%
+$835.2 
FFIV F5 Inc.
+3.56%
+$718.64 
FERG Ferguson Enterprises Inc
+3.52%
+$57,615.13 
PRCT Procept BioRobotics Corporation
+3.44%
+$14,260 
TWLO Twilio Inc.
+3.36%
+$769.2 
TT Trane Technologies plc
+3.33%
+$1.33M 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$563,600.17 
META Meta Platforms Inc Class A
+3.28%
+$1.04M 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$56,835.91 
ONTO Onto Innovation Inc.
+3.22%
+$47,167.06 
ARES Ares Management Corporation
+3.2%
+$440.67 
UHS Universal Health Services, Inc.
+3.15%
+$437.75 
ATI ATI Inc.
+3.05%
+$88,640.16 
RUN Sunrun Inc.
+3.05%
+$116,000 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$139,691.52 
BMI Badger Meter Inc.
+3.04%
+$47,520.12 
MSFT Microsoft Corp.
+3.02%
+$9.6M 
LITE Lumentum Holdings Inc.
+2.99%
+$40,530.62 
TEAM Atlassian Corporation Class A
+2.95%
+$492.15 
GRAB Grab Holdings Limited
+2.94%
+$7,179.1 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$652,163.47 
NVDA NVIDIA Corporation
+2.93%
+$16.81M 
P Everpure Inc.
+2.81%
+$782,114.44 
CLB Core Laboratories Inc.
+2.8%
+$17,400 
TW Tradeweb Markets Inc.
+2.76%
+$33,296.4 
LYB LyondellBasell Industries N.V.
+2.71%
+$621.56 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$920.75 
ERII Energy Recovery Inc.
+2.61%
+$77,000 
NTAP NetApp, Inc.
+2.6%
+$159,515.32 
MTD Mettler-Toledo International Inc.
+2.58%
+$629,287.14 
OPCH Option Care Health Inc.
+2.54%
+$74,100.13 
FSLR First Solar, Inc.
+2.44%
+$731,821.28 
SMCI Super Micro Computer Inc
+2.42%
+$209.04 
CVX Chevron Corporation
+2.35%
+$214,605.08 
MRVL Marvell Technology, Inc.
+2.32%
+$539,034.84 
ORLY O'Reilly Automotive Inc.
+2.28%
+$653,131.93 
CNC Centene Corporation
+2.27%
+$694.14 
FAST Fastenal Co.
+2.25%
+$73,909.5 
GLW Corning Incorporated
+2.24%
+$225,874.38 
WDC Western Digital Corporation
+2.21%
+$111,628.49 
EOG EOG Resources, Inc.
+2.19%
+$73,140.23 
DVN Devon Energy Corporation
+2.17%
+$35,520 
CDNS Cadence Design Systems, Inc.
+2.16%
+$639,718.13 
CSCO Cisco Systems, Inc.
+2.14%
+$2.55M 
LNG Cheniere Energy Inc.
+2.13%
+$131,165.84 
JBL Jabil Inc.
+2.12%
+$450.57 
PSA Public Storage Common Stock
+2.12%
+$23,150.4 
CHTR Charter Communications Inc
+2.1%
+$184.76 
KEYS Keysight Technologies, Inc.
+2.04%
+$216,978.4 
OXY Occidental Petroleum Corporation
+2%
+$33,600 
GWW W.W. Grainger, Inc.
+1.97%
+$41,057.25 
OKE ONEOK, Inc.
+1.95%
+$94,602.06 
JCI Johnson Controls International plc
+1.93%
+$988,748.7 
HAL Halliburton Company
+1.93%
+$25,620 
ROK Rockwell Automation, Inc.
+1.93%
+$1.03M 
ZS Zscaler Inc.
+1.89%
+$292.24 
PANW Palo Alto Networks, Inc.
+1.89%
+$1.36M 
FIX Comfort Systems USA, Inc.
+1.88%
+$55,801.15 
TSCO Tractor Supply Company
+1.85%
+$150.08 
CRM Salesforce Inc
+1.83%
+$591,015.98 
HUBS HubSpot, Inc.
+1.83%
+$123.54 
ZBRA Zebra Technologies Corporation
+1.82%
+$246.75 
ORCL Oracle Corporation
+1.81%
+$324,125.34 
HWM Howmet Aerospace Inc.
+1.8%
+$21,752.68 
VITL Vital Farms Inc.
+1.76%
+$5,500 
VTR Ventas Inc.
+1.73%
+$399.09 
HCA HCA Healthcare Inc.
+1.72%
+$96,981.46 
CINF Cincinnati Financial Corporation
+1.69%
+$306.8 
ENTG Entegris, Inc.
+1.66%
+$335.62 
ZTS Zoetis Inc.
+1.66%
+$311,603.29 
FLEX Flex Ltd.
+1.64%
+$396,299.2 
FUTU Futu Holdings Limited - ADR
+1.64%
+$197.2 
J Jacobs Solutions Inc.
+1.64%
+$11,418.79 
KMI Kinder Morgan, Inc.
+1.64%
+$87,538.36 
RMBS Rambus Inc.
+1.62%
+$69,599.95 
HPE Hewlett Packard Enterprise Company
+1.61%
+$4,245.36 
ACN Accenture plc Class A
+1.61%
+$357,100.13 
FANG Diamondback Energy Inc
+1.59%
+$28,620 
BSX Boston Scientific Corporation
+1.59%
+$148,751.37 
CDW CDW Corporation
+1.55%
+$193.5 
ATHM Autohome Inc. ADR
+1.53%
+$2,765 
HPQ HP Inc.
+1.53%
+$44,842.11 
VZ Verizon Communications Inc.
+1.52%
+$189,394.8 
PR Permian Resources Corporation
+1.48%
+$25,420 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$25,200 
CG The Carlyle Group Inc.
+1.46%
+$172.92 
TCEHY Tencent Holdings Ltd UNS ADR
+1.45%
+$176,077.44 
PH Parker-Hannifin Corporation
+1.43%
+$13,740.05 
PWR Quanta Services Inc.
+1.43%
+$1.29M 
GE General Electric Company
+1.42%
+$52,367.31 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$12,167.97 
WDAY Workday Inc.
+1.41%
+$41,081.06 
SLB Schlumberger Limited
+1.39%
+$105,793.72 
KLAC KLA Corporation
+1.38%
+$1.11M 
CIEN Ciena Corporation
+1.34%
+$51,094.61 
ALLT Allot Ltd.
+1.33%
+$30,000 
CAH Cardinal Health Inc.
+1.3%
+$18,523.63 
TAL Tal Education Group
+1.3%
+$3,600 
PL PLANET LABS PBC
+1.29%
+$56,680 
PDD PDD Holdings Inc. American Depositary Shares
+1.28%
+$6,369.44 
RS Reliance Inc.
+1.27%
+$39,431.12 
AKAM Akamai Technologies Inc.
+1.26%
+$1,477.19 
FTV Fortive Corporation
+1.25%
+$337.26 
CMCSA Comcast Corp
+1.23%
+$51,581.43 
COP ConocoPhillips
+1.22%
+$36,250.03 
VRSN Verisign Inc.
+1.2%
+$78,944.54 
WFC Wells Fargo & Company
+1.19%
+$71,304.12 
AMAT Applied Materials, Inc.
+1.18%
+$2.26M 
RMD ResMed Inc.
+1.16%
+$11,253 
CHD Church & Dwight Co., Inc.
+1.16%
+$8,791.4 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$72,000 
ITW Illinois Tool Works Inc.
+1.15%
+$20,858.5 
MSI Motorola Solutions, Inc.
+1.14%
+$758,824.06 
BG Bunge Global S.A.
+1.1%
+$236.64 
VEEV Veeva Systems Inc.
+1.1%
+$344.1 
EQT EQT Corporation
+1.1%
+$13,340 
MTSI MACOM Technology Solutions Holdings, Inc.
+1.1%
+$129,947.52 
OKTA Okta Inc.
+1.07%
+$14,689.18 
VMI Valmont Industries, Inc.
+1.07%
+$101,800.4 
NOW ServiceNow, Inc.
+1.05%
+$260,880.52 
NBIS Nebius Group N.V.
+1.05%
+$142,057.8 
HTHT H World Group Limited American Depositary Receipt
+1.04%
+$3,432 
Z Zillow Group Inc.
+1.04%
+$68.95 
ADBE Adobe Inc.
+1.01%
+$64,750.73 
CNM Core & Main Inc.
+1.01%
+$15,400 
URI United Rentals, Inc.
+0.99%
+$138,881.08 
VIPS Vipshop Holdings Ltd - ADR
+0.99%
+$10,455 
BKR Baker Hughes Company
+0.98%
+$117,226.51 
TDY Teledyne Technologies Incorporated
+0.98%
+$8,594.58 
ADP Automatic Data Processing Inc.
+0.98%
+$271,425.77 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$256.54 
ASTS AST SpaceMobile, Inc.
+0.92%
+$69,120 
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.92%
+$1,705.32 
UNP Union Pacific Corporation
+0.92%
+$406,004.39 
ORA Ormat Technologies Inc.
+0.9%
+$44,217.75 
WMB The Williams Companies, Inc.
+0.89%
+$108,548.37 
ACM Aecom
+0.88%
+$5,365.71 
SCHW Charles Schwab Corporation
+0.87%
+$28,833.35 
NDSN Nordson Corporation
+0.86%
+$43,467.13 
IBM International Business Machines Corporation
+0.86%
+$407,205.83 
GRBK Green Brick Partners Inc.
+0.86%
+$26,379 
GEV GE Vernova Inc.
+0.85%
+$153,826.41 
MCD McDonald's Corporation
+0.82%
+$34,656.76 
ITRI Itron Inc.
+0.82%
+$191,160 
ESS Essex Property Trust, Inc.
+0.81%
+$123.12 
EMR Emerson Electric Co.
+0.79%
+$17,356.77 
ELF Elf Beauty Inc.
+0.77%
+$25,200 
TSLA Tesla, Inc.
+0.76%
+$128,040.71 
MPC Marathon Petroleum Corporation
+0.76%
+$14,359.2 
TRGP Targa Resources Corp.
+0.76%
+$37,983.33 
STT State Street Corp
+0.73%
+$6,293.93 
AME Ametek Inc.
+0.71%
+$81,631.34 
CAT Caterpillar Inc.
+0.7%
+$68,357.4 
ROP Roper Technologies Inc.
+0.7%
+$236.64 
BMY Bristol-Myers Squibb Company
+0.69%
+$201,277.8 
CARR Carrier Global Corporation
+0.68%
+$12,178.32 
INFY Infosys Limited
+0.67%
+$12,147.92 
DOW Dow Inc.
+0.67%
+$146 
WMS Advanced Drainage Systems, Inc.
+0.66%
+$13,649.85 
PTC PTC Inc.
+0.66%
+$7,351.2 
PLTR Palantir Technologies Inc.
+0.65%
+$45,015.09 
BLDR Builders FirstSource, Inc.
+0.65%
+$560.72 
AA Alcoa Corporation
+0.65%
+$61,836.7 
SYY Sysco Corporation
+0.63%
+$139,906.75 
EXPE Expedia Group, Inc.
+0.62%
+$4,132.23 
TER Teradyne, Inc.
+0.6%
+$4,499.02 
GEN Gen Digital Inc.
+0.59%
+$80.8 
RJF Raymond James Financial Inc.
+0.58%
+$35,837.83 
APH Amphenol Corporation
+0.55%
+$105,399.04 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$126.36 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$198.88 
EXC Exelon Corporation
+0.53%
+$10,422.48 
STX Seagate Technology Holdings plc
+0.52%
+$35,382.03 
GM General Motors Company
+0.52%
+$15,037.86 
PSX Phillips 66
+0.51%
+$9,719.82 
Q Qnity Electronics Inc.
+0.51%
+$93.72 
DT Dynatrace, Inc.
+0.5%
+$16,626.43 
WTS Watts Water Technologies Inc.
+0.48%
+$764.86 
SE Sea Ltd.
+0.47%
+$3,145 
AXON Axon Enterprise, Inc.
+0.47%
+$42,108.16 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$11,212.46 
NSC Norfolk Southern Corporation
+0.46%
+$8,343.76 
KKR KKR & Co. Inc.
+0.45%
+$5,476.05 
PAYX Paychex Inc.
+0.44%
+$76,727.46 
EBAY eBay Inc.
+0.43%
+$206,307.99 
ENPH Enphase Energy, Inc.
+0.43%
+$14,642.88 
CSX CSX Corporation
+0.42%
+$8,581.23 
RKLB Rocket Lab Corporation
+0.42%
+$10,143.09 
WST West Pharmaceutical Services, Inc.
+0.4%
+$93.16 
PFE Pfizer Inc.
+0.4%
+$137,939.4 
VLO Valero Energy Corporation
+0.38%
+$6,642.58 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$2,866.11 
AVGO Broadcom Inc.
+0.37%
+$1.09M 
PG Procter & Gamble Co
+0.37%
+$238,858.28 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$16,016.46 
OTIS Otis Worldwide Corporation
+0.36%
+$8,015.54 
BAC Bank of America Corporation
+0.36%
+$231,328.9 
GBX Greenbrier Companies, Inc.
+0.35%
+$2,020.77 
XIFR Xplr Infrastructure Partners L.P.
+0.34%
+$4,800 
SNA Snap-on Inc.
+0.33%
+$87.04 
TIGO Millicom International Cellular S.A.
+0.33%
+$15,394.91 
RF Regions Financial Corporation
+0.32%
+$63.9 
AZO AutoZone Inc.
+0.32%
+$12,225.75 
GD General Dynamics Corporation
+0.32%
+$1,281 
MRK Merck & Co., Inc.
+0.32%
+$169,347.66 
JXN Jackson Financial Inc.
+0.31%
+$427.12 
DOV Dover Corporation
+0.27%
+$1,861.45 
JPM JPMorgan Chase & Co.
+0.27%
+$309,229.92 
MG Mistras Group Inc
+0.26%
+$2,600 
AMP Ameriprise Financial, Inc.
+0.25%
+$5,017.72 
CME CME Group Inc.
+0.21%
+$8,162.54 
SO The Southern Company
+0.21%
+$431.2 
JNJ Johnson & Johnson
+0.21%
+$26,574.2 
ADI Analog Devices, Inc.
+0.2%
+$8,876.92 
CMI Cummins Inc.
+0.19%
+$36,837.59 
IPGP IPG Photonics Corporation
+0.19%
+$5,599.93 
INTU Intuit Inc.
+0.18%
+$38,967.39 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$1,377.12 
USB U.S. Bancorp
+0.17%
+$4,127.69 
T AT&T Inc.
+0.17%
+$22,309.84 
MS Morgan Stanley
+0.17%
+$85,406.87 
INVH Invitation Homes Inc.
+0.17%
+$23.7 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$19,950.84 
VICI Vici Properties Inc.
+0.15%
+$6,887.48 
CB Chubb Limited
+0.15%
+$5,484.97 
CCL Carnival Corporation Ltd.
+0.14%
+$34.6 
DELL Dell Technologies Inc.
+0.14%
+$8,154.16 
EA Electronic Arts Inc.
+0.13%
+$1,563.57 
XYL Xylem Inc.
+0.13%
+$49,286.55 
MMM 3M Company
+0.12%
+$3,595.92 
AMX América Móvil, S.A.B. de C.V.
+0.12%
+$3,528.6 
DHT DHT Holdings Inc.
+0.11%
+$1,545.32 
BDX Becton, Dickinson and Company
+0.1%
+$4,021.86 
ISRG Intuitive Surgical, Inc.
+0.1%
+$36,009.08 
C Citigroup Inc.
+0.1%
+$11,882.13 
NUE Nucor Corporation
+0.1%
+$2,423.51 
WM Waste Management, Inc.
+0.1%
+$41,674.16 
AFL Aflac Inc.
+0.09%
+$2,022.96 
WMT Walmart Inc.
+0.09%
+$8,409.97 
ABT Abbott Laboratories
+0.09%
+$41,396.94 
OC Owens Corning
+0.06%
+$22,401.04 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$11,503.53 
DIS The Walt Disney Company
+0.03%
+$3,046.05 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$416.52 
ILMN Illumina, Inc.
+0.01%
+$67.71 
CNHI CNH Industrial N.V.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CWEN Clearway Energy Inc.
0%
$0 
GTLS Chart Industries Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
SNAP Snap Inc.
0%
$0 
TGLO Theglobe.com Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 4485
44853H108
0%
$0 U827
U82706109
0%
$0 Q498
Q4982L109
0%
$0 
RBLX Roblox Corporation
-26.85%
-$711,099.49 
MTZ MasTec, Inc. Common Stock
-18.91%
-$4.05M 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-17.12%
-$9.19M 
GDDY Godaddy Inc.
-16.7%
-$331,468.2 
IOVA Iovance Biotherapeutics, Inc.
-13.22%
-$235,600 
CTVA Corteva Inc.
-11.9%
-$261,327.92 
AQMS Aqua Metals, Inc.
-11.54%
-$18.15 
COIN Coinbase Global, Inc.
-10.59%
-$505,190.05 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$233,750 
RIVN Rivian Automotive, Inc.
-9.57%
-$1,925.56 
AAPL Apple Inc.
-7.35%
-$33.5M 
NXT Nextracker Inc.
-7.25%
-$12,379.83 
EIX Edison International
-6.81%
-$134,466.32 
NXPI NXP Semiconductors N.V.
-6.53%
-$634,784 
SYK Stryker Corporation
-6.42%
-$2.28M 
TROW T. Rowe Price Group, Inc.
-6.31%
-$1,129.5 
LIN Linde plc
-5.95%
-$3.82M 
MU Micron Technology, Inc.
-5.9%
-$7.15M 
HL Hecla Mining Company
-5.42%
-$518,392.71 
IP International Paper Company
-5.38%
-$4,273.44 
LYV Live Nation Entertainment, Inc.
-5.14%
-$533,634.27 
ALLO Allogene Therapeutics Inc.
-4.57%
-$63,000 
MSTR Strategy Inc.
-4.56%
-$838.48 
SRPT Sarepta Therapeutics Inc.
-4.5%
-$36,400 
TSN Tyson Foods Inc.
-4.43%
-$769.34 
BFAM Bright Horizons Family Solutions Inc.
-4.37%
-$167,216.17 
SPOT Spotify Technology S.A.
-4.34%
-$2.38M 
TYL Tyler Technologies Inc.
-4.24%
-$370.17 
VKTX Viking Therapeutics Inc.
-4.14%
-$35,620 
BEAM Beam Therapeutics Inc.
-3.66%
-$43,650 
AU AngloGold Ashanti plc
-3.66%
-$23,207.1 
OCUL Ocular Therapeutix Inc.
-3.54%
-$28,500 
CAMT Camtek Ltd.
-3.48%
-$634,408.67 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$67,215.2 
SW Smurfit WestRock PLC
-3.26%
-$937.75 
FEIM Frequency Electronics, Inc.
-3.21%
-$23,040 
RLAY Relay Therapeutics Inc.
-3.19%
-$117,800 
CDE Coeur Mining, Inc.
-3.18%
-$122,500 
GPN Global Payments Inc.
-3.18%
-$538.2 
ES Eversource Energy
-3.05%
-$197,158.5 
CI The Cigna Group
-2.99%
-$63,714.09 
AVY Avery Dennison Corporation
-2.91%
-$114,901.89 
CRWV CoreWeave, Inc.
-2.88%
-$472.86 
INSM Insmed Inc.
-2.85%
-$531.76 
IONS Ionis Pharmaceuticals, Inc.
-2.83%
-$54,360 
INCY Incyte Corporation
-2.82%
-$766.87 
DECK Deckers Outdoor Corporation
-2.82%
-$225,243.98 
APTV Aptiv PLC
-2.79%
-$164,211.3 
IBKR Interactive Brokers Group Inc.
-2.75%
-$962,377.53 
MLM Martin Marietta Materials, Inc.
-2.75%
-$47,685.71 
AJG Arthur J. Gallagher & Co.
-2.75%
-$58,974 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$526.08 
VRSK Verisk Analytics Inc.
-2.75%
-$664,856.5 
RKT Rocket Companies, Inc. Class A
-2.71%
-$240.84 
EQIX Equinix, Inc.
-2.7%
-$1.13M 
VIR Vir Biotechnology Inc.
-2.7%
-$30,000 
CSL Carlisle Companies Inc.
-2.69%
-$19,690.9 
FIS Fidelity National Information Services, Inc.
-2.67%
-$533.82 
JANX Janux Therapeutics Inc.
-2.63%
-$22,550 
QCOM QUALCOMM Incorporated
-2.63%
-$88,398.67 
LEGN Legend Biotech Corporation American Depositary Shares
-2.62%
-$69,999.86 
ON ON Semiconductor Corporation
-2.54%
-$320,045.28 
CRCL Circle Internet Group, Inc.
-2.54%
-$48,900 
EQH Equitable Holdings, Inc.
-2.52%
-$357.93 
ABBV AbbVie Inc.
-2.51%
-$2.39M 
GPRE Green Plains Inc.
-2.49%
-$3,565.99 
BNTX BioNTech SE
-2.44%
-$79,450 
ICE Intercontinental Exchange, Inc.
-2.42%
-$47,246.14 
ENIC Enel Chile S.A.
-2.42%
-$50,325 
DLR Digital Realty Trust, Inc.
-2.42%
-$49,170.43 
RVMD Revolution Medicines Inc.
-2.42%
-$120,640 
CRBG Corebridge Financial Inc.
-2.41%
-$338.8 
BIIB Biogen Inc.
-2.4%
-$522.9 
CSGP CoStar Group, Inc.
-2.38%
-$206.5 
AFRM Affirm Holdings, Inc.
-2.37%
-$339.3 
YUM Yum! Brands, Inc.
-2.37%
-$116,938.2 
NVR NVR, Inc.
-2.25%
-$283.26 
ARGX argenx SE American Depositary Receipt
-2.15%
-$1,876 
NEM Newmont Corporation
-2.14%
-$1.19M 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$44,160 
NGNE Neurogene Inc.
-2.11%
-$30,530 
CPAY Corpay, Inc.
-2.05%
-$376.47 
TRU TransUnion
-2.04%
-$15,220.84 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$10,392.75 
KHC The Kraft Heinz Company
-2.01%
-$507.21 
DKS Dick's Sporting Goods, Inc.
-2%
-$121,308 
WSM Williams-Sonoma, Inc.
-2%
-$7,418.74 
NFLX Netflix, Inc.
-2%
-$748,663.18 
EFX Equifax Inc.
-1.99%
-$12,414.87 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$47,804.12 
AWK American Water Works Company, Inc.
-1.93%
-$146,583.36 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3.32M 
NWSA News Corporation
-1.89%
-$142.57 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$284.24 
IRM Iron Mountain Inc.
-1.86%
-$203,364.24 
GIS General Mills, Inc.
-1.84%
-$40,587.93 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$1,001.22 
UAL United Airlines Holdings, Inc.
-1.8%
-$338.96 
SHLS Shoals Technologies Group, Inc.
-1.8%
-$152,000 
SYF Synchrony Financial
-1.79%
-$397.44 
ARDX Ardelyx Inc.
-1.79%
-$27,000 
BBY Best Buy Co., Inc.
-1.78%
-$341.64 
CBRE CBRE Group Inc.
-1.77%
-$167,642.28 
APD Air Products and Chemicals, Inc.
-1.77%
-$91,305.45 
TOST Toast Inc.
-1.77%
-$197.78 
PHM PulteGroup Inc.
-1.76%
-$1,931.78 
PINS Pinterest, Inc. Class A
-1.72%
-$206.64 
STLA Stellantis N.V.
-1.71%
-$570.8 
DHI D.R. Horton, Inc.
-1.7%
-$738.53 
GNK Genco Shipping & Trading Limited
-1.69%
-$23,335.4 
TLX Telix Pharmaceuticals Limited American Depositary Receipt
-1.69%
-$22,100 
UNH UnitedHealth Group Incorporated
-1.68%
-$698,516.99 
LEN Lennar Corporation
-1.67%
-$196 
ADM Archer-Daniels-Midland Co
-1.66%
-$108,040.18 
AON Aon plc
-1.64%
-$19,902.19 
DRI Darden Restaurants, Inc.
-1.64%
-$694.95 
SQ Block, Inc.
-1.64%
-$60,416.55 
SNOW Snowflake Inc.
-1.62%
-$76,382.7 
SOLV Solventum Corporation
-1.59%
-$282.9 
LRCX Lam Research Corporation
-1.58%
-$2.33M 
NLY Annaly Capital Management, Inc.
-1.56%
-$279.36 
NET Cloudflare Inc.
-1.56%
-$45,012.87 
UTHR United Therapeutics Corporation
-1.54%
-$421.72 
CPRT Copart Inc.
-1.52%
-$157,144.5 
H Hyatt Hotels Corporation
-1.48%
-$186.02 
CABA Cabaletta Bio Inc.
-1.47%
-$18,000 
CIB Bancolombia S.A.
-1.46%
-$5,480 
BLD TopBuild Corp
-1.45%
-$7,322 
FICO Fair Isaac Corporation
-1.45%
-$2,502.08 
PRIM Primoris Services Corporation
-1.45%
-$24,435.44 
PLUG Plug Power Inc.
-1.44%
-$623.4 
KDP Keurig Dr Pepper Inc.
-1.43%
-$543.15 
IEX IDEX Corporation
-1.42%
-$58,246.08 
HRL Hormel Foods Corporation
-1.42%
-$186.12 
CWCO Consolidated Water Co. Ltd.
-1.39%
-$9,430 
SBLK Star Bulk Carriers Corp.
-1.37%
-$21,031.2 
NKE Nike, Inc. - Class B
-1.37%
-$189,802.1 
DPZ Domino's Pizza Inc.
-1.37%
-$153.92 
PPG PPG Industries Inc.
-1.35%
-$362.4 
TNYA Tenaya Therapeutics, Inc.
-1.33%
-$9,999.99 
DD DuPont de Nemours, Inc.
-1.32%
-$256.12 
RXRX Recursion Pharmaceuticals, Inc.
-1.32%
-$6,400 
BSAC Banco Santander-Chile ADR
-1.31%
-$2,852 
MNST Monster Beverage Corporation
-1.3%
-$30,613.35 
AER AerCap Holdings N.V.
-1.29%
-$55,477.45 
FCX Freeport-McMoRan Inc.
-1.28%
-$32,941.89 
GRMN Garmin Ltd.
-1.27%
-$38,073.13 
IT Gartner Inc.
-1.24%
-$85.5 
CLX The Clorox Company
-1.24%
-$104.4 
WTRG Essential Utilities Inc.
-1.24%
-$5,792.5 
HSY The Hershey Company
-1.23%
-$7,568.95 
MDLZ Mondelez International, Inc.
-1.22%
-$27,003.97 
STE STERIS plc
-1.22%
-$14,238.37 
F Ford Motor Company
-1.21%
-$26,827.38 
TJX The TJX Companies, Inc.
-1.21%
-$280,550.86 
QXO Qxo Inc.
-1.19%
-$14,400 
IQV IQVIA Holdings Inc.
-1.17%
-$34,007.12 
SHW The Sherwin-Williams Company
-1.16%
-$24,690.06 
AVB AvalonBay Communities, Inc.
-1.16%
-$164.92 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$7,877.24 
SRE Sempra
-1.15%
-$24,027.84 
NEE NextEra Energy, Inc.
-1.15%
-$21,823.07 
AES AES Corporation
-1.15%
-$51,000 
WRB W.R. Berkley Corporation
-1.15%
-$725.76 
OMC Omnicom Group Inc.
-1.14%
-$208.39 
DE Deere & Company
-1.13%
-$140,542.19 
RCL Royal Caribbean Group
-1.13%
-$25,865.91 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$12,737.65 
PKG Packaging Corporation of America
-1.12%
-$284.58 
BBCP Concrete Pumping Holdings, Inc.
-1.12%
-$18,922.64 
IR Ingersoll Rand Inc.
-1.11%
-$29,868.5 
NU Nu Holdings Ltd.
-1.1%
-$35,322.56 
PNR Pentair plc
-1.1%
-$25,655.12 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$1,367.84 
TXN Texas Instruments Inc
-1.08%
-$160,199.98 
LOW Lowe's Companies Inc.
-1.08%
-$148,197.08 
PLD Prologis Inc.
-1.08%
-$29,852.52 
MCK McKesson Corporation
-1.08%
-$236,038.57 
DLTR Dollar Tree, Inc.
-1.06%
-$9,147.43 
CTAS Cintas Corporation
-1.04%
-$35,730.55 
DOC Healthpeak Properties, Inc.
-1.04%
-$190.44 
BWA BorgWarner Inc.
-1.04%
-$3,325.88 
CRH CRH plc
-1.03%
-$107,453.39 
INTC Intel Corporation
-1.02%
-$525,238.89 
NDAQ Nasdaq, Inc.
-1.02%
-$479,396.31 
KO The Coca-Cola Company
-1.02%
-$123,517.8 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
-1.02%
-$1,895.49 
FOXA Fox Corporation
-1%
-$3,911.7 
RPRX Royalty Pharma plc
-1%
-$10,864.26 
EQR Equity Residential
-1%
-$152.76 
BURL Burlington Stores Inc.
-1%
-$9,304.65 
UPS United Parcel Service, Inc.
-1%
-$9,884.7 
ROL Rollins, Inc.
-0.99%
-$140.6 
VMC Vulcan Materials Company
-0.98%
-$26,817.28 
EW Edwards Lifesciences Corporation
-0.98%
-$245,186.75 
XOM Exxon Mobil Corporation
-0.97%
-$135,911.43 
RACE Ferrari N.V.
-0.97%
-$5,357.69 
SOFI SoFi Technologies, Inc.
-0.97%
-$203.84 
MET MetLife Inc.
-0.97%
-$7,782.26 
MCHP Microchip Technology Incorporated
-0.96%
-$232.56 
SN SharkNinja, Inc.
-0.95%
-$124,800 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$466,601 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$85,954.49 
BMRN Biomarin Pharmaceutical Inc.
-0.92%
-$7,840 
FNF Fidelity National Financial, Inc.
-0.9%
-$134.89 
CRL Charles River Laboratories International, Inc.
-0.9%
-$11,605.06 
FN Fabrinet
-0.89%
-$54,879.86 
MAS Masco Corporation
-0.87%
-$216.09 
PGR Progressive Corporation
-0.87%
-$355,658.04 
HDB HDFC Bank Limited ADR
-0.87%
-$14,443.17 
O Realty Income Corporation
-0.87%
-$8,910.16 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$580.8 
ATO Atmos Energy Corporation
-0.85%
-$22,350.81 
TRMB Trimble Inc.
-0.84%
-$22,717.49 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$19,477.3 
GILD Gilead Sciences Inc.
-0.81%
-$193,408.18 
NVMI Nova Ltd.
-0.81%
-$163,840.36 
PCAR PACCAR Inc.
-0.81%
-$15,558.48 
MCO Moody's Corporation
-0.81%
-$20,979.21 
KMB Kimberly-Clark Corporation
-0.8%
-$256.08 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$190.38 
WAT Waters Corporation
-0.79%
-$14,516.4 
FOX Fox Corporation Class B Common Stock
-0.76%
-$44 
HUM Humana Inc.
-0.76%
-$12,871.65 
GGG Graco Inc.
-0.76%
-$73,328.1 
PYPL PayPal Holdings Inc
-0.76%
-$29,664.8 
SUI Sun Communities Inc.
-0.76%
-$114.95 
ULTA Ulta Beauty Inc.
-0.76%
-$124.8 
CVS CVS Health Corporation
-0.75%
-$24,490 
SPGI S&P Global Inc.
-0.74%
-$203,799.54 
ED Consolidated Edison, Inc.
-0.74%
-$17,150.13 
MA Mastercard Incorporated
-0.74%
-$553,839.27 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$99.96 
BZ Kanzhun Limited American Depositary Shares
-0.73%
-$1,056 
BLK BlackRock, Inc.
-0.73%
-$19,543 
MAR Marriott International Inc. - Class A
-0.71%
-$5,599.49 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$191.9 
RPM RPM International Inc.
-0.7%
-$104.12 
DASH DoorDash, Inc.
-0.69%
-$15,005.61 
BRO Brown & Brown Inc.
-0.66%
-$78.49 
WPC W. P. Carey Inc.
-0.65%
-$117.6 
AMGN Amgen Inc.
-0.64%
-$191,198.85 
BE Bloom Energy Corporation
-0.63%
-$9,948.14 
GS The Goldman Sachs Group, Inc.
-0.63%
-$55,740.87 
AMT American Tower Corporation
-0.63%
-$61,777.66 
BALL Ball Corp.
-0.63%
-$15,049.05 
EME EMCOR Group, Inc.
-0.62%
-$65,682.37 
PM Philip Morris International Inc.
-0.61%
-$7,307.68 
ECL Ecolab Inc.
-0.61%
-$310,836.96 
MSCI MSCI Inc.
-0.61%
-$194,155.5 
DHR Danaher Corporation
-0.61%
-$189,789.53 
ACGL Arch Capital Group Ltd
-0.6%
-$1,217.56 
ROST Ross Stores, Inc.
-0.59%
-$502.5 
DAR Darling Ingredients Inc.
-0.59%
-$137,332.8 
VLTO Veralto Corporation
-0.57%
-$8,801.46 
SBUX Starbucks Corporation
-0.57%
-$16,440.6 
PRU Prudential Financial, Inc.
-0.56%
-$58,876.84 
DGX Quest Diagnostics Inc.
-0.55%
-$117.39 
WAB Wabtec Corporation
-0.55%
-$65,420.8 
COF Capital One Financial Corporation
-0.54%
-$17,716.23 
LLY Eli Lilly and Company
-0.53%
-$834,170.4 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$3,179.14 
LULU lululemon athletica inc.
-0.51%
-$2,786.48 
SBAC SBA Communications Corporation
-0.51%
-$60.72 
WELL Welltower Inc.
-0.51%
-$20,590.57 
STLD Steel Dynamics Inc.
-0.49%
-$73,645.43 
ALL Allstate Corporation
-0.49%
-$53,013.23 
CELH Celsius Holdings Inc.
-0.48%
-$7,000 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$10,803.32 
SPG Simon Property Group, Inc.
-0.46%
-$10,282.7 
CF CF Industries Holdings, Inc.
-0.46%
-$78,253.6 
WSO Watsco Inc.
-0.46%
-$77.22 
PEP PepsiCo, Inc.
-0.46%
-$19,885.44 
COO The Cooper Companies, Inc.
-0.45%
-$68.97 
CCK Crown Holdings Inc.
-0.44%
-$16,511.04 
TRV The Travelers Companies, Inc.
-0.43%
-$51,180.37 
TEL TE Connectivity plc
-0.43%
-$8,121.25 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$338,112.53 
BAP Credicorp Ltd.
-0.42%
-$26,921.7 
HD The Home Depot, Inc.
-0.42%
-$263,745.17 
MELI MercadoLibre, Inc.
-0.41%
-$24,545.99 
AIG American International Group Inc.
-0.39%
-$318.37 
AXP American Express Company
-0.38%
-$217,973.46 
LII Lennox International Inc.
-0.38%
-$92.63 
FDX FedEx Corporation
-0.37%
-$4,694.3 
MDT Medtronic plc
-0.37%
-$21,983.36 
GPC Genuine Parts Company
-0.37%
-$57.04 
RSG Republic Services, Inc.
-0.37%
-$4,948.32 
ABNB Airbnb, Inc.
-0.37%
-$8,478.43 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.37%
-$9,000 
UDR UDR Inc.
-0.37%
-$52.92 
KVUE Kenvue Inc.
-0.36%
-$3,319.82 
TMUS T-Mobile US, Inc.
-0.36%
-$7,294.02 
DG Dollar General Corporation
-0.35%
-$7,668.4 
BF-B Brown-Forman Corporation
-0.35%
-$92.1 
ADSK Autodesk, Inc.
-0.33%
-$70,645.96 
CL Colgate-Palmolive Company
-0.33%
-$106,483.8 
IFF International Flavors & Fragrances Inc.
-0.33%
-$7,942.74 
TFC Truist Financial Corporation
-0.33%
-$3,878.68 
EG Everest Group, Ltd.
-0.32%
-$2,920.94 
MTB M&T Bank Corporation
-0.29%
-$4,083.27 
COR Cencora, Inc.
-0.28%
-$11,977.75 
CCI Crown Castle Inc.
-0.27%
-$5,318.88 
EXP Eagle Materials Inc.
-0.26%
-$53,033.4 
CNP CenterPoint Energy Inc.
-0.26%
-$1,675.94 
BX Blackstone Inc.
-0.25%
-$7,782.25 
A Agilent Technologies Inc.
-0.24%
-$23,244.1 
HUBB Hubbell Inc.
-0.24%
-$6,223.31 
FISV Fiserv, Inc.
-0.24%
-$53.04 
COST Costco Wholesale Corporation
-0.24%
-$19,760.5 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.24%
-$28,053.9 
HBAN Huntington Bancshares Incorporated
-0.23%
-$59.6 
ACMR Acm Research Inc.
-0.23%
-$68,400 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$3,818.48 
PFG Principal Financial Group, Inc.
-0.22%
-$352.5 
KR Kroger Co.
-0.21%
-$1,092.6 
MKL Markel Group Inc.
-0.2%
-$30.56 
PODD Insulet Corporation
-0.2%
-$140.9 
BKNG Booking Holdings Inc.
-0.18%
-$86,628.6 
NTRS Northern Trust Corporation
-0.17%
-$98,247.81 
FITB Fifth Third Bancorp
-0.16%
-$59.49 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$87.12 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$1,376.85 
ELV Elevance Health, Inc.
-0.15%
-$3,612.5 
TPR Tapestry Inc.
-0.14%
-$36.75 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$17.2 
PLNT Planet Fitness Inc.
-0.12%
-$560 
QGEN QIAGEN N.V.
-0.12%
-$26.3 
KIM Kimco Realty Corporation
-0.12%
-$14.55 
MKC McCormick & Company, Incorporated
-0.12%
-$722.76 
EXR Extra Space Storage Inc.
-0.12%
-$17.34 
STZ Constellation Brands, Inc.
-0.12%
-$51.6 
CFG Citizens Financial Group, Inc.
-0.11%
-$256.96 
KEY KeyCorp
-0.09%
-$16.88 
REG Regency Centers Corporation
-0.09%
-$8.68 
HOOD Robinhood Markets, Inc.
-0.05%
-$3,534.96 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$11.7 
V Visa Inc. Class A
-0.04%
-$35,691.15 
OSCR Oscar Health, Inc.
-0.03%
-$1,256.25 
TGT Target Corporation
-0.01%
-$238.48 
UBER Uber Technologies, Inc.
-0.01%
-$7,141.34 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2941 | Longs Won 1766/2941 60% | Profit Factor 4.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.07M |
| Average Win $1.5M | Best Trade (Aug 28) $264.23M | Sharpe Ratio -10.75 |
| Average Loss -$527,509.02 | Worst Trade (Aug 02) -$21.87M | Z-Score 6.47 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $690,763.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 4485 44853H108 | 4 | $20.04 | $20.04 | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 68,363 | $9.14M | $9.46M | - | $318,903.32 | 3.49% | -0.245% |
| AA Alcoa Corporation | 213,230 | $14.14M | $9.65M | - | -$4.49M | -31.77% | +0.645% |
| AAPL Apple Inc. | 1.37M | $343.16M | $422M | - | $78.84M | 22.97% | -7.354% |
| ABBV AbbVie Inc. | 370,130 | $67.56M | $92.88M | - | $25.32M | 37.48% | -2.513% |
| ABNB Airbnb, Inc. | 15,140 | $1.88M | $2.29M | - | $415,523.42 | 22.12% | -0.368% |
| ABT Abbott Laboratories | 459,966 | $52.84M | $48.62M | - | -$4.22M | -7.99% | +0.085% |
| ACGL Arch Capital Group Ltd | 1,996 | $179,300.67 | $200,657.88 | - | $21,357.21 | 11.91% | -0.603% |
| ACHC Acadia Healthcare Company, Inc. | 110,000 | $3.38M | $3.26M | - | -$119,860 | -3.55% | +5.259% |
| ACM Aecom | 8,517 | $861,406.46 | $616,545.63 | - | -$244,860.83 | -28.43% | +0.878% |
| ACMR Acm Research Inc. | 380,000 | $5.73M | $29.82M | - | $24.09M | 420.7% | -0.229% |
| ACN Accenture plc Class A | 135,779 | $46.32M | $22.53M | - | -$23.79M | -51.37% | +1.611% |
| ADBE Adobe Inc. | 25,797 | $9.64M | $6.46M | - | -$3.18M | -33.01% | +1.013% |
| ADI Analog Devices, Inc. | 11,996 | $2.87M | $4.41M | - | $1.54M | 53.55% | +0.202% |
| ADM Archer-Daniels-Midland Co | 80,627 | $5.78M | $6.39M | - | $613,745.57 | 10.62% | -1.662% |
| ADP Automatic Data Processing Inc. | 104,798 | $30.61M | $27.92M | - | -$2.68M | -8.76% | +0.982% |
| ADSK Autodesk, Inc. | 91,748 | $27.26M | $21.49M | - | -$5.78M | -21.19% | -0.328% |
| AER AerCap Holdings N.V. | 28,161 | $3.36M | $4.25M | - | $887,842.06 | 26.41% | -1.289% |
| AES AES Corporation | 300,000 | $4.21M | $4.4M | - | $198,000 | 4.71% | -1.145% |
| AFL Aflac Inc. | 16,858 | $1.81M | $2.15M | - | $334,908.07 | 18.46% | +0.094% |
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FAQ
Which stocks have generated the highest profits for Pascal Bechtold?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $36.66M, Applied Materials, Inc - $25.74M, Johnson Controls International plc - $19.27M, Keysight Technologies, Inc - $18.34M, and Monolithic Power Systems, Inc - $15.89M. 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: lululemon athletica inc - $19.9M, Workday Inc - $17.54M, Adobe Inc - $15.5M, ServiceNow, Inc - $15.27M, and Sprouts Farmers Market, Inc - $13.58M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Pascal Bechtold's portfolio generate?
The portfolio generates substantial dividend income, with a total of $118.44M earned over time. The largest contributors to dividend income include Microsoft Corp - $4.15M, Procter & Gamble Co - $4.04M, AbbVie Inc - $3.99M, Merck & Co., Inc - $3.48M, and Progressive Corporation - $3.25M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Pascal Bechtold's monthly returns?
Pascal Bechtold's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Pascal Bechtold's strategy be considered aggressive or moderate?
Pascal Bechtold's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Pascal Bechtold's strategy?
Pascal Bechtold's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
