DM
Dipen Mehta Portfolio
Invests via Invst LLC | Managed by Andrew Renz
Invests via Invst LLC
Managed by Andrew Renz
Automatically Tracked
Dipen Mehta Profile
Dipen Mehta has built a notable career as an investment expert, leveraging extensive knowledge in financial markets to guide various investment strategies. With over two decades of experience, he plays a pivotal role in equity and research management, translating market dynamics into actionable insights for his clients. He serves as the managing director at one of India’s leading asset management firms where his leadership not only drives investment performance but also cultivates deep relationships across the industry. His educational background enhances his analytical capabilities, ensuring sound judgment in capital allocation decisions within highly competitive sectors.
Dipen Mehta has built a notable career as an investment expert, leveraging extensive knowledge in financial markets to guide various investment strategies. With over two decades of experience, he plays a pivotal role in equity and research management, translating market dynamics into actionable insights for his clients. He serves as the managing director at one of India’s leading asset management firms where his leadership not only drives investment performance but also cultivates deep relationships across the industry. His educational background enhances his analytical capabilities, ensuring sound judgment in capital allocation decisions within highly competitive sectors.
Investment Philosophy & Strategy
Equity analysis presents an ongoing opportunity for value extraction, guided by a deep understanding of market fluctuations. Drawing from vast experience, Mehta emphasizes a comprehensive approach that blends rigorous research with strategic foresight. His proactive stance in identifying emerging trends allows for timely capital allocation while navigating the complexities of varying sectors. A distinct focus on fostering client relationships underpins decision-making processes, reflecting both an investor-centric perspective and commitment to long-term wealth creation.
Equity analysis presents an ongoing opportunity for value extraction, guided by a deep understanding of market fluctuations. Drawing from vast experience, Mehta emphasizes a comprehensive approach that blends rigorous research with strategic foresight. His proactive stance in identifying emerging trends allows for timely capital allocation while navigating the complexities of varying sectors. A distinct focus on fostering client relationships underpins decision-making processes, reflecting both an investor-centric perspective and commitment to long-term wealth creation.
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:
42.87%
Gain +2%
Monthly
0.46%
Yearly
5.65%
Drawdown
16.86%
$997.96M
Equity
Holdings
$997.96M
Investment
$775.19M
$424.47M
Profit +$22.4M
Realized
$201.7M
Unrealized
$222.77M
Dividends
$95.19M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2%
Profit
$22.4M
Win %
72%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$9.98M
Win %
72%
This Month
Compared to last month
Gain
-1.19%
Profit
-$11.97M
Win %
72%
This Year
Compared to last year
Gain
8.97%
Profit
$82.11M
Win %
72%
VELO Velo3D, Inc.
+34.97%
+$695,579.95 
NYXH Nyxoah SA
+13.74%
+$2,928.78 
W Wayfair Inc.
+13.16%
+$78,476.24 
MU Micron Technology, Inc.
+11.69%
+$114,976.72 
CRDO Credo Technology Group Holding Ltd.
+11.39%
+$338,933.28 
POWL Powell Industries Inc.
+10.73%
+$456,698.88 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$93,220.5 
FLEX Flex Ltd.
+8.96%
+$212,900 
STRL Sterling Infrastructure, Inc.
+8.87%
+$505,215.1 
CCL Carnival Corporation Ltd.
+8.27%
+$89,252.95 
AMD Advanced Micro Devices, Inc.
+7.96%
+$54,498.28 
EAT Brinker International Inc.
+7.74%
+$65,847.11 
CRDF Cardiff Oncology Inc.
+7.43%
+$3,960 
BAI iShares A.I. Innovation and Tech Active ETF
+7.13%
+$677,056.25 
DAL Delta Air Lines, Inc.
+7.04%
+$108,573.78 
JBL Jabil Inc.
+6.92%
+$109,929.42 
MMYT MakeMyTrip Limited
+6.86%
+$27,100.16 
IE Ivanhoe Electric Inc.
+6.82%
+$155,176.17 
CLS Celestica Inc.
+6.4%
+$311,439.24 
PANW Palo Alto Networks, Inc.
+6.2%
+$101,689.92 
STNE StoneCo Ltd.
+6.13%
+$9,179.3 
BA Boeing Company
+6.05%
+$17,620.16 
HWM Howmet Aerospace Inc.
+6.05%
+$23,238.58 
FRDM Freedom 100 Emerging Markets ETF
+5.99%
+$1.3M 
LC LendingClub Corporation
+5.87%
+$37,497.26 
ARQT Arcutis Biotherapeutics Inc.
+5.85%
+$41,489.52 
FDX FedEx Corporation
+5.84%
+$74,640 
AGX Argan Inc.
+5.84%
+$175,387.77 
MCHP Microchip Technology Incorporated
+5.72%
+$27,267.63 
URNM Sprott Uranium Miners ETF
+5.62%
+$97,994.12 
ISOU IsoEnergy Ltd.
+5.58%
+$80,768.48 
EQX Equinox Gold Corp.
+5.55%
+$127,181.88 
SLV iShares Silver Trust
+5.51%
+$11,925.3 
RING iShares MSCI Global Gold Miners ETF
+5.46%
+$49,627.8 
CAAP Corp America Airports S.A.
+5.32%
+$36,958.04 
HURA TuHURA Biosciences, Inc.
+5.29%
+$4,675.66 
SKYW SkyWest Inc.
+5.25%
+$41,687.22 
ADI Analog Devices, Inc.
+4.95%
+$16,493.59 
ITA iShares U.S. Aerospace & Defense ETF
+4.95%
+$162,996.96 
ETN Eaton Corporation plc
+4.88%
+$13,318.65 
CAT Caterpillar Inc.
+4.83%
+$31,129.04 
SPMO Invesco S&P 500 Momentum ETF
+4.82%
+$2.13M 
VISN Vistance Networks, Inc.
+4.8%
+$33,521.1 
AMGN Amgen Inc.
+4.79%
+$12,534.92 
GPN Global Payments Inc.
+4.77%
+$35,694.44 
TSLA Tesla, Inc.
+4.63%
+$59,600.91 
MTUM iShares MSCI USA Momentum Factor ETF
+4.61%
+$401,661.11 
NKE Nike, Inc. - Class B
+4.54%
+$29,400.31 
DEFT Defi Technologies Inc.
+4.45%
+$255.3 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$817,691.4 
DFAE Dimensional Emerging Core Equity Market ETF
+4.25%
+$52,823.87 
STLD Steel Dynamics Inc.
+4.18%
+$27,329.98 
RS Reliance Inc.
+4.15%
+$39,721.5 
SYF Synchrony Financial
+4%
+$28,025.18 
BLBD Blue Bird Corporation
+3.96%
+$41,409.28 
RTX RTX Corporation
+3.83%
+$17,952 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$131,970.15 
TDG TransDigm Group Inc.
+3.72%
+$7,085.41 
SCHF Schwab International Equity ETF
+3.67%
+$732,328.52 
TGT Target Corporation
+3.64%
+$48,235.66 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$1.09M 
SSO ProShares Ultra S&P500
+3.49%
+$43,185.66 
AVGO Broadcom Inc.
+3.47%
+$59,004.55 
GS The Goldman Sachs Group, Inc.
+3.43%
+$78,649.95 
PAVE Global X U.S. Infrastructure Development ETF
+3.39%
+$50,184.37 
FNDF Schwab Fundamental International Large Company Index ETF
+3.38%
+$42,664.16 
VBK Vanguard Small-Cap Growth ETF
+3.37%
+$17,943.62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.33%
+$8,439.75 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$677,015.28 
MC Moelis & Company
+3.26%
+$22,233.82 
COLM Columbia Sportswear Company
+3.25%
+$21,331.29 
EWJ iShares MSCI Japan ETF
+3.25%
+$22,709.9 
XT iShares Future Exponential Technologies ETF
+3.24%
+$9,144 
XLI Industrial Select Sector SPDR Fund
+3.24%
+$77,348.61 
DCH Dauch Corporation
+3.23%
+$42,743.03 
QQQM Invesco NASDAQ 100 ETF
+3.17%
+$105,367.8 
TPR Tapestry Inc.
+3.15%
+$37,407 
IEUR iShares Core MSCI Europe ETF
+3.11%
+$106,611.9 
GLD SPDR Gold Shares
+3.1%
+$35,123.79 
ROST Ross Stores, Inc.
+3.1%
+$85,000.18 
IAU iShares Gold Trust
+3.05%
+$134,400.24 
OUNZ VanEck Merk Gold Trust
+3.03%
+$15,774.64 
IVZ Invesco Ltd.
+3.02%
+$34,491.48 
GPIQ Nasdaq 100 Core Premium Income ETF
+3.02%
+$26,372.45 
AXSM Axsome Therapeutics, Inc.
+3.02%
+$15,900.2 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$10,069.58 
EBAY eBay Inc.
+3.01%
+$32,572.8 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$75,157.76 
IWM iShares Russell 2000 ETF
+2.99%
+$8,885.23 
XBI SPDR S&P Biotech ETF
+2.99%
+$10,133.17 
MAR Marriott International Inc. - Class A
+2.76%
+$50,261.9 
NLY Annaly Capital Management, Inc.
+2.76%
+$19,733.14 
RDVY First Trust Rising Dividend Achievers ETF
+2.72%
+$251,793.8 
NVO Novo Nordisk A/S Sponsored ADR
+2.71%
+$8,927.36 
DFAI Dimensional International Core Equity Market ETF
+2.68%
+$72,369.5 
LUMN Lumen Technologies Inc.
+2.66%
+$2,893.22 
IBIT iShares Bitcoin Trust
+2.62%
+$21,846.27 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.59%
+$52,156.5 
EFV iShares MSCI EAFE Value ETF
+2.57%
+$319,403.98 
NRG NRG Energy, Inc.
+2.54%
+$20,998.8 
CSCO Cisco Systems, Inc.
+2.53%
+$12,334.98 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$30,509.19 
VB Vanguard Small-Cap ETF
+2.52%
+$12,931.02 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.51%
+$20,186.55 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$40,789.68 
MAC The Macerich Company
+2.42%
+$23,709.74 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$191,850.36 
DFAS Dimensional U.S. Small Cap ETF
+2.39%
+$321,562.38 
ICVT iShares Convertible Bond ETF
+2.34%
+$14,283 
INCY Incyte Corporation
+2.31%
+$23,599.68 
SCHE Schwab Emerging Markets Equity ETF
+2.31%
+$212,226.48 
DFIV Dimensional International Value ETF
+2.29%
+$406,537.32 
HD The Home Depot, Inc.
+2.26%
+$31,745.59 
LOW Lowe's Companies Inc.
+2.26%
+$18,197.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.25%
+$371,127.76 
IWR iShares Russell Mid-Cap ETF
+2.23%
+$8,189.75 
PFE Pfizer Inc.
+2.23%
+$10,143.15 
NVDA NVIDIA Corporation
+2.17%
+$284,019.12 
CWB SPDR Bloomberg Convertible Securities ETF
+2.14%
+$5,171.4 
LLY Eli Lilly and Company
+2.13%
+$166,177.44 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.08%
+$397,807.2 
BDYN iShares Dynamic Equity Active ETF
+2.06%
+$214,228.85 
IFRA iShares U.S. Infrastructure
+2.04%
+$5,737.91 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$7,848.74 
BX Blackstone Inc.
+2.03%
+$16,912.8 
DFAU Dimensional US Core Equity Market ETF
+1.91%
+$162,861.71 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.87%
+$31,621.59 
TFC Truist Financial Corporation
+1.84%
+$14,705.88 
BKNG Booking Holdings Inc.
+1.84%
+$3,835 
VO Vanguard Mid-Cap ETF
+1.83%
+$6,884.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$1.1M 
GM General Motors Company
+1.83%
+$20,842.3 
VUG Vanguard Growth ETF
+1.78%
+$61,560.84 
DIS The Walt Disney Company
+1.77%
+$19,528.25 
DUHP Dimensional US High Profitability ETF
+1.74%
+$196,721 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$118,491.13 
VOO Vanguard S&P 500 ETF
+1.72%
+$35,719.04 
IVV iShares Core S&P 500 ETF
+1.72%
+$323,329.52 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$16,609.75 
TM Toyota Motor Corporation
+1.7%
+$15,908.16 
BNY BlackRock New York Municipal Income Trust
+1.69%
+$20,210.61 
VTV Vanguard Value ETF
+1.68%
+$52,513.71 
QUAL iShares MSCI USA Quality Factor ETF
+1.68%
+$129,982.72 
AXP American Express Company
+1.64%
+$23,267.7 
GPIX S&P 500 Core Premium Income Fund
+1.64%
+$36,688.96 
GL Globe Life Inc.
+1.59%
+$13,926.43 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$9,439.01 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$537,071.6 
BALI iShares Adaptive Large Cap ETF
+1.58%
+$14,525.16 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$4,033.9 
OEF iShares S&P 100 ETF
+1.57%
+$210,519.21 
JXN Jackson Financial Inc.
+1.48%
+$12,461.46 
AMZN Amazon.com Inc
+1.45%
+$149,795.55 
BDVL iShares Disciplined Volatility Equity Active ETF
+1.42%
+$116,642.55 
SYY Sysco Corporation
+1.41%
+$29,199.41 
JPM JPMorgan Chase & Co.
+1.4%
+$42,979.58 
AAPL Apple Inc.
+1.39%
+$167,674.05 
MRK Merck & Co., Inc.
+1.39%
+$4,370.86 
MELI MercadoLibre, Inc.
+1.37%
+$7,186.01 
MFC Manulife Financial Corporation
+1.34%
+$19,106.85 
CVSA Adtalem Global Education Inc.
+1.3%
+$14,201.8 
ASB Associated Banc-Corp
+1.21%
+$9,673.45 
IXJ iShares Global Healthcare ETF
+1.2%
+$18,757.56 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$16,013.19 
BLV Vanguard Long-Term Bond ETF
+1.19%
+$4,978.93 
VYM Vanguard High Dividend Yield ETF
+1.18%
+$16,401.39 
SCHQ Schwab Long-Term U.S. Treasury ETF
+1.17%
+$18,875.16 
DLR Digital Realty Trust, Inc.
+1.13%
+$8,913.4 
TLH iShares 10-20 Year Treasury Bond ETF
+1.13%
+$97,457.92 
LNC Lincoln National Corporation
+1.1%
+$14,170 
BAC Bank of America Corporation
+1.09%
+$2,585.28 
LAMR Lamar Advertising Company
+1.07%
+$9,221.04 
IVE ISHARES S&P 500 VALUE ETF
+1.07%
+$221,291.94 
FHN First Horizon Corporation
+1.07%
+$9,057.7 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+1.05%
+$5,601.31 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.96%
+$183,777.36 
SPG Simon Property Group, Inc.
+0.96%
+$8,459.88 
GOOG Alphabet Inc
+0.91%
+$28,346.39 
IBM International Business Machines Corporation
+0.91%
+$2,901.61 
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$20,534 
DGRO iShares Core Dividend Growth ETF
+0.86%
+$14,998.4 
REM iShares Mortgage Real Estate ETF
+0.85%
+$8,527.58 
WRB-PH W.R. Berkley Corporation 4.125%
+0.85%
+$2,298.14 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$133,208.45 
SDY SPDR S&P Dividend ETF
+0.85%
+$2,543.83 
MCD McDonald's Corporation
+0.83%
+$3,503.86 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$6,574.12 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$5,863.25 
XLV Health Care Select Sector SPDR Fund
+0.81%
+$9,365.14 
WLDN Willdan Group, Inc.
+0.78%
+$1,596.75 
XLF Financial Select Sector SPDR Fund
+0.76%
+$28,703.47 
XES SPDR S&P Oil & Gas Equipment & Services ETF
+0.72%
+$14,376.56 
PLTR Palantir Technologies Inc.
+0.69%
+$19,936.93 
IEF iShares 7-10 Year Treasury Bond ETF
+0.69%
+$4,226.95 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.68%
+$8,302.08 
SYSB iShares Systematic Bond ETF
+0.67%
+$4,370.13 
CNO CNO Financial Group Inc.
+0.67%
+$5,922.84 
MBB iShares MBS ETF
+0.65%
+$51,400.43 
IGEB iShares Investment Grade Corporate Bond ETF
+0.65%
+$4,616.8 
OGN Organon & Co.
+0.64%
+$1,007.25 
DFCF Dimensional Core Fixed Income ETF
+0.61%
+$10,683.44 
JCPB JPMorgan Core Plus Bond ETF
+0.6%
+$98,439.32 
FR First Industrial Realty Trust Inc.
+0.6%
+$4,676.25 
BNDX Vanguard Total International Bond ETF
+0.58%
+$10,207.96 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.58%
+$98,668.16 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$1,568.28 
STZ Constellation Brands, Inc.
+0.57%
+$3,948.68 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$1,239.28 
BLK BlackRock, Inc.
+0.57%
+$8,079.31 
IUSB iShares Core Universal USD Bond ETF
+0.57%
+$118,024.66 
ABT Abbott Laboratories
+0.56%
+$1,274.62 
GOVT iShares U.S. Treasury Bond ETF
+0.55%
+$3,807.87 
PPC Pilgrim's Pride Corporation
+0.54%
+$2,986.08 
WFC Wells Fargo & Company
+0.54%
+$6,289.36 
LGHT Langar Global HealthTech ETF
+0.53%
+$2,924.25 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$1,367.12 
AIG American International Group Inc.
+0.51%
+$3,312.08 
DFGR Dimensional Global Real Estate ETF
+0.48%
+$1,520.68 
IAGG iShares International Aggregate Bond Fund
+0.47%
+$21,656.48 
FOXA Fox Corporation
+0.44%
+$3,627.9 
MLN VanEck Long Muni ETF
+0.43%
+$4,690.87 
GOOGL Alphabet Inc
+0.42%
+$23,499.9 
GTN Gray Television, Inc.
+0.37%
+$7,177.17 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
+0.32%
+$4,398.91 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.31%
+$9,987.45 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.31%
+$1,202.56 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$6,053.46 
BINC iShares Flexible Income Active ETF
+0.29%
+$19,028.85 
HYGW iShares High Yield Corporate Bond BuyWrite ETF
+0.27%
+$2,327.74 
JPIE JPMorgan Income ETF
+0.26%
+$9,944.16 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.21%
+$9,122.66 
MUB iShares National Muni Bond ETF
+0.21%
+$1,611.72 
ISRG Intuitive Surgical, Inc.
+0.2%
+$1,962.15 
VRP Invesco Variable Rate Preferred ETF
+0.18%
+$1,360.31 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$1,305.45 
VPU Vanguard Utilities ETF
+0.15%
+$367.13 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$6,558.56 
XLU Utilities Select Sector SPDR Fund
+0.08%
+$257.36 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$6,512.98 
BKLN Invesco Senior Loan ETF
+0.05%
+$435.24 
CLOA iShares AAA CLO ETF
+0.04%
+$411.8 
SCHH Schwab U.S. REIT ETF
+0.02%
+$49.76 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$24.91 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$101.72 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$230.93 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$22.05 
ATEC Alphatec Holdings Inc.
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
GCI Gannett Co., Inc.
0%
$0 
UDR
0%
$0 
ORCL Oracle Corporation
-8.58%
-$31,932.21 
MRKR Marker Therapeutics, Inc.
-4.2%
-$1,620 
PARR Par Pacific Holdings Inc.
-4.01%
-$30,113.16 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$50,780.84 
NOW ServiceNow, Inc.
-2.78%
-$17,897.64 
XOM Exxon Mobil Corporation
-2.68%
-$62,525.45 
CRM Salesforce Inc
-2.6%
-$43,400.91 
DBX Dropbox Inc.
-2.42%
-$17,297.39 
MO Altria Group, Inc.
-2.35%
-$28,297.44 
CVX Chevron Corporation
-2.1%
-$25,113.8 
REGCO Regency Centers Corporation - 5.875% Series B Cumulative Redeemable Preferred Stock
-2.06%
-$3,261.86 
MVIS Microvision Inc.
-2.02%
-$185.58 
XLE Energy Select Sector SPDR Fund
-1.97%
-$21,087.55 
FAF First American Financial Corporation
-1.96%
-$13,619.51 
MSFT Microsoft Corp.
-1.77%
-$90,768.6 
ALL Allstate Corporation
-1.67%
-$21,660.11 
ESS Essex Property Trust, Inc.
-1.49%
-$7,457.49 
KDP Keurig Dr Pepper Inc.
-1.48%
-$9,216.23 
UNFI United Natural Foods Inc.
-1.48%
-$10,395.75 
EPRT Essential Properties Realty Trust, Inc.
-1.45%
-$7,439.95 
QUAD Quad Graphics Inc.
-1.38%
-$37,848.61 
PM Philip Morris International Inc.
-1.27%
-$30,199.13 
KO The Coca-Cola Company
-1.27%
-$20,372.14 
AVB AvalonBay Communities, Inc.
-1.22%
-$4,986.36 
V Visa Inc. Class A
-1.21%
-$14,394.86 
MAA Mid-America Apartment Communities, Inc.
-1.2%
-$6,135.58 
SYK Stryker Corporation
-1.04%
-$6,259.68 
ICE Intercontinental Exchange, Inc.
-0.97%
-$1,773.44 
ADC Agree Realty Corporation
-0.97%
-$5,798.39 
CPRT Copart Inc.
-0.96%
-$11,171.7 
NBR Nabors Industries Ltd.
-0.93%
-$22,718.4 
AMLP Alerian MLP ETF
-0.93%
-$9,429.56 
VLO Valero Energy Corporation
-0.92%
-$4,420.05 
WMB The Williams Companies, Inc.
-0.91%
-$9,346.85 
NFLX Netflix, Inc.
-0.9%
-$14,084.07 
CB Chubb Limited
-0.82%
-$1,785.88 
COST Costco Wholesale Corporation
-0.82%
-$18,317.07 
CNDT Conduent Inc.
-0.74%
-$4,302.88 
CBZ CBIZ Inc.
-0.67%
-$1,340.67 
DUK Duke Energy Corporation
-0.67%
-$2,222.77 
CME CME Group Inc.
-0.6%
-$4,408.17 
UNH UnitedHealth Group Incorporated
-0.54%
-$14,047.86 
ORI Old Republic International Corp.
-0.49%
-$3,437.67 
BTHM iShares U.S. Thematic Rotation Active ETF
-0.47%
-$34,689.8 
META Meta Platforms Inc Class A
-0.45%
-$17,945.97 
PG Procter & Gamble Co
-0.45%
-$6,532.53 
AGO Assured Guaranty Ltd.
-0.45%
-$2,910.06 
BRO Brown & Brown Inc.
-0.41%
-$6,043 
DTM Dt Midstream Inc.
-0.34%
-$3,400.8 
WPC W. P. Carey Inc.
-0.33%
-$2,594.75 
TWLO Twilio Inc.
-0.31%
-$4,476.55 
BYD Boyd Gaming Corporation
-0.28%
-$2,166.72 
VNQ Vanguard Real Estate ETF
-0.09%
-$403.92 
WMT Walmart Inc.
-0.09%
-$2,034.56 
ABBV AbbVie Inc.
-0.08%
-$1,370.47 
JNJ Johnson & Johnson
-0.05%
-$193.22 
NI NiSource Inc.
-0.04%
-$158.54 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$774.3 Events
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Dividends
Dividend Analysis
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| Trades 5333 | Longs Won 3412/5333 63% | Profit Factor 5.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $487,083.21 |
| Average Win $154,856.01 | Best Trade (Jun 11) $14.81M | Sharpe Ratio -9.46 |
| Average Loss -$54,087.65 | Worst Trade (Dec 30) -$5.36M | Z-Score 0.1 (8.11%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 4d | Expectancy $79,592.41 |
| 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 | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
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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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