Tudor Financial Inc. Portfolio
Invests via Tudor Financial Inc. | Managed by Grant S. Donaldson
Invests via Tudor Financial Inc.
Managed by Grant S. Donaldson
Automatically Tracked
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:
3.09%
Gain
Monthly
0.14%
Yearly
1.71%
Drawdown
25.56%
$493.49M
Equity
Holdings
$493.49M
Investment
$416.22M
$82.29M
Profit -$6.69M
Realized
$5.03M
Unrealized
$77.27M
Dividends
$6.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$6.69M
Win %
79%
This Week
Compared To Last Week
Gain
-3.13%
Profit
-$15.92M
Win %
79%
This Month
Compared to last month
Gain
-2.94%
Profit
-$14.93M
Win %
79%
This Year
Compared to last year
Gain
14.62%
Profit
$63.46M
Win %
75%
TRV The Travelers Companies, Inc.
+7.08%
+$62,803.12 
ALL Allstate Corporation
+3.34%
+$60,309.12 
T AT&T Inc.
+3.3%
+$777.92 
WMT Walmart Inc.
+2.56%
+$8,037.96 
MRK Merck & Co., Inc.
+2.49%
+$11,074.37 
VZ Verizon Communications Inc.
+2.39%
+$949.29 
PM Philip Morris International Inc.
+2.38%
+$9,691.99 
ABT Abbott Laboratories
+2.37%
+$6,486.48 
DUK Duke Energy Corporation
+2.27%
+$13,107.38 
NOC Northrop Grumman Corporation
+2.26%
+$87,883.55 
APD Air Products and Chemicals, Inc.
+2.24%
+$42,627.97 
XOM Exxon Mobil Corporation
+2.23%
+$21,571.42 
BMY Bristol-Myers Squibb Company
+2.23%
+$2,046.6 
SO The Southern Company
+2.15%
+$2,796.57 
CVX Chevron Corporation
+2.15%
+$21,300.89 
ABBV AbbVie Inc.
+2.1%
+$36,069.7 
JNJ Johnson & Johnson
+2.1%
+$74,221.83 
GE General Electric Company
+2.08%
+$28,565.87 
AJG Arthur J. Gallagher & Co.
+2.01%
+$4,459.9 
KMB Kimberly-Clark Corporation
+1.88%
+$1,186.95 
AEP American Electric Power Company, Inc.
+1.75%
+$5,804.03 
HRL Hormel Foods Corporation
+1.75%
+$162.9 
ADP Automatic Data Processing Inc.
+1.7%
+$15,944.52 
VDE Vanguard Energy ETF
+1.69%
+$20,710.08 
DE Deere & Company
+1.67%
+$45,105.06 
PG Procter & Gamble Co
+1.66%
+$15,951.05 
CMCSA Comcast Corp
+1.62%
+$380.64 
PEP PepsiCo, Inc.
+1.57%
+$8,162.13 
AEE Ameren Corporation
+1.56%
+$1,945.23 
AMGN Amgen Inc.
+1.54%
+$88,551.32 
LOW Lowe's Companies Inc.
+1.49%
+$24,346.42 
HSY The Hershey Company
+1.44%
+$17,287.2 
LMT Lockheed Martin Corporation
+1.41%
+$65,637.84 
WFC Wells Fargo & Company
+1.35%
+$3,505.74 
CTSH Cognizant Technology Solutions Corporation
+1.35%
+$73.8 
ACN Accenture plc Class A
+1.33%
+$13,776.34 
HD The Home Depot, Inc.
+1.28%
+$38,051.95 
SCHD Schwab U.S. Dividend Equity ETF
+1.23%
+$1,777.17 
DVY iShares Select Dividend ETF
+1.22%
+$6,578.73 
VPU Vanguard Utilities ETF
+1.2%
+$21,041.76 
GD General Dynamics Corporation
+1.19%
+$9,039.01 
NEE NextEra Energy, Inc.
+1.16%
+$2,210.76 
HON Honeywell International Inc.
+1.1%
+$4,784.53 
MPC Marathon Petroleum Corporation
+1.1%
+$29,534.31 
CTAS Cintas Corporation
+0.98%
+$1,024.14 
VEEV Veeva Systems Inc.
+0.79%
+$816.85 
MCD McDonald's Corporation
+0.68%
+$9,747.14 
CSCO Cisco Systems, Inc.
+0.58%
+$1,787.52 
SBUX Starbucks Corporation
+0.58%
+$564.48 
DHR Danaher Corporation
+0.58%
+$2,237.28 
RTX RTX Corporation
+0.54%
+$2,608.29 
ITW Illinois Tool Works Inc.
+0.47%
+$2,769.06 
CSX CSX Corporation
+0.45%
+$160.54 
IBB iShares Biotechnology ETF
+0.37%
+$8,509.9 
LLY Eli Lilly and Company
+0.33%
+$70,452.85 
ITA iShares U.S. Aerospace & Defense ETF
+0.31%
+$26,775.36 
BLK BlackRock, Inc.
+0.31%
+$9,751.44 
VYM Vanguard High Dividend Yield ETF
+0.22%
+$426.61 
CGCP Capital Group Core Plus Income ETF
+0.22%
+$18.2 
IWD iShares Russell 1000 Value ETF
+0.22%
+$2,422.98 
AAPL Apple Inc.
+0.19%
+$8,339.49 
FIW First Trust Water ETF
+0.17%
+$235.22 
EMR Emerson Electric Co.
+0.17%
+$602.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$6,312.35 
IAU iShares Gold Trust
+0.09%
+$598.64 
IYF iShares U.S. Financials ETF
+0.09%
+$338.25 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-10.45%
-$11,950.26 
AMAT Applied Materials, Inc.
-8.18%
-$141,065.36 
SOXX iShares Semiconductor ETF
-5.67%
-$1.61M 
FTXL First Trust Nasdaq Semiconductor ETF
-5.48%
-$135,316.05 
NVDA NVIDIA Corporation
-4.32%
-$82,761.82 
AVGO Broadcom Inc.
-4.27%
-$44,562.1 
META Meta Platforms Inc Class A
-3.91%
-$267,748.1 
GOOGL Alphabet Inc
-3.67%
-$82,364.52 
PLTR Palantir Technologies Inc.
-3.63%
-$7,851.92 
TXN Texas Instruments Inc
-3.58%
-$8,107.99 
GOOG Alphabet Inc
-3.55%
-$64,847.28 
IEMG iShares Core MSCI Emerging Markets ETF
-3.3%
-$21,775.2 
CAT Caterpillar Inc.
-3.23%
-$602,338.36 
GS The Goldman Sachs Group, Inc.
-2.8%
-$285,135.84 
ETN Eaton Corporation plc
-2.74%
-$31,070.46 
QQQ Invesco QQQ Trust, Series 1
-2.68%
-$1.48M 
QQQM Invesco NASDAQ 100 ETF
-2.66%
-$36,804.24 
CGGR Capital Group Growth ETF
-2.49%
-$1,748.41 
FV First Trust Dorsey Wright Focus 5 ETF
-2.46%
-$4,063.94 
IBM International Business Machines Corporation
-2.42%
-$20,514.66 
CGGO Capital Group Global Growth Equity ETF
-2.32%
-$1,374.33 
VOX Vanguard Communication Services ETF
-2.03%
-$17,534.4 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.8%
-$92,726.87 
CGIC Capital Group International Core Equity ETF
-1.65%
-$600.21 
OEF iShares S&P 100 ETF
-1.61%
-$13,278.07 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.56%
-$4,092.16 
ORCL Oracle Corporation
-1.54%
-$12,082.66 
MSFT Microsoft Corp.
-1.49%
-$132,593.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.48%
-$3,382.38 
SCHF Schwab International Equity ETF
-1.45%
-$1,290.46 
AMZN Amazon.com Inc
-1.41%
-$31,435.56 
VT Vanguard Total World Stock ETF
-1.4%
-$6,667.21 
VOO Vanguard S&P 500 ETF
-1.3%
-$625,721.35 
IVV iShares Core S&P 500 ETF
-1.29%
-$1.07M 
IWB iShares Russell 1000 ETF
-1.29%
-$232,003.53 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.28%
-$6,397.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.28%
-$2,692.2 
SPY SPDR S&P 500 ETF Trust
-1.27%
-$186,320.89 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.23%
-$14,612.44 
SLV iShares Silver Trust
-1.21%
-$3,990.01 
EFA iShares MSCI EAFE ETF
-1.13%
-$6,504.8 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-1.1%
-$9,909.76 
TROW T. Rowe Price Group, Inc.
-1.09%
-$1,166.8 
V Visa Inc. Class A
-1.02%
-$49,439.17 
FTXR First Trust Nasdaq Transportation ETF
-0.97%
-$809.52 
HWM Howmet Aerospace Inc.
-0.91%
-$7,935.93 
VIS Vanguard Industrials ETF
-0.81%
-$38,672.47 
CGBL Capital Group Core Balanced ETF
-0.79%
-$324.8 
IYJ iShares U.S. Industrials ETF
-0.74%
-$28,144.26 
JPM JPMorgan Chase & Co.
-0.69%
-$41,252.66 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$4,318.02 
MISL First Trust Indxx Aerospace & Defense ETF
-0.57%
-$843.53 
VYMI Vanguard International High Dividend Yield Index Fund
-0.56%
-$2,283.71 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$14,171.72 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.42%
-$169,665.72 
PFF iShares Preferred and Income Securities ETF
-0.41%
-$155.37 
IEZ iShares U.S. Oil Equipment & Services ETF
-0.41%
-$503.14 
DIS The Walt Disney Company
-0.39%
-$445.44 
WSO Watsco Inc.
-0.32%
-$3,608.37 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.3%
-$1,496.54 
BA Boeing Company
-0.28%
-$2,030.4 
INFY Infosys Limited
-0.26%
-$3.66 
KEY KeyCorp
-0.17%
-$12.04 
PGX Invesco Preferred ETF
-0.14%
-$6.69 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.13%
-$3,981.25 
FPE First Trust Preferred Securities and Income ETF
-0.11%
-$8.16 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$2,845.18 
BAC Bank of America Corporation
-0.03%
-$54.33 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$330.18 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.01%
-$7.2 Events
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Dividends
Dividend Analysis
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| Trades 812 | Longs Won 540/812 66% | Profit Factor 10.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $626,097.1 |
| Average Win $168,465.46 | Best Trade (Jul 10) $12.7M | Sharpe Ratio -15.47 |
| Average Loss -$31,909.27 | Worst Trade (Jul 14) -$954,778.88 | Z-Score 11.25 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $101,344.86 |
| 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 | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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