Joe-Ben O'Banion Portfolio
Invests via TITLEIST ASSET MANAGEMENT, LLC | Managed by Joe-Ben O'Banion, Byron Fields, Alan Keppler
Invests via TITLEIST ASSET MANAGEMENT, LLC
Managed by Joe-Ben O'Banion, Byron Fields, Alan Keppler
Automatically Tracked
Joe-Ben O'Banion Profile
Veteran agribusiness entrepreneur and investor, Joe-Ben O'Banion, builds and advises growth-stage companies across food, agriculture and supply-chain technology. He is known for operational leadership, capital raising and strategic M&A, helping scale businesses from regional operators to national platforms. Market-relevant strengths include commodity market insight, vertical integration strategies and board-level governance for private equity and venture-backed companies.
Veteran agribusiness entrepreneur and investor, Joe-Ben O'Banion, builds and advises growth-stage companies across food, agriculture and supply-chain technology. He is known for operational leadership, capital raising and strategic M&A, helping scale businesses from regional operators to national platforms. Market-relevant strengths include commodity market insight, vertical integration strategies and board-level governance for private equity and venture-backed companies.
Investment Philosophy & Strategy
Focuses on growth-stage agribusiness and food-supply chain opportunities where operational intervention and strategic capital unlock scale. Prefers companies with commodity exposure, vertical integration potential and defensible distribution advantages; investment style combines active board-level governance, targeted add-on M&A and staged capital rounds to de-risk execution. Time horizon is medium-to-long, prioritizing value creation through margin expansion, supply-chain optimization and platform consolidation. Underwriting emphasizes commodity-cycle awareness, operational KPIs, repeatable unit economics and disciplined exit planning via strategic buyers or roll-ups.
Focuses on growth-stage agribusiness and food-supply chain opportunities where operational intervention and strategic capital unlock scale. Prefers companies with commodity exposure, vertical integration potential and defensible distribution advantages; investment style combines active board-level governance, targeted add-on M&A and staged capital rounds to de-risk execution. Time horizon is medium-to-long, prioritizing value creation through margin expansion, supply-chain optimization and platform consolidation. Underwriting emphasizes commodity-cycle awareness, operational KPIs, repeatable unit economics and disciplined exit planning via strategic buyers or roll-ups.
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:
11.21%
Gain
Monthly
0.49%
Yearly
6.06%
Drawdown
38.78%
$1.45B
Equity
Holdings
$1.45B
Investment
$1.15B
$406.32M
Profit -$6.44M
Realized
$104.11M
Unrealized
$302.21M
Dividends
$45.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$6.44M
Win %
77%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$5.51M
Win %
77%
This Month
Compared to last month
Gain
-0.05%
Profit
-$781,299.69
Win %
77%
This Year
Compared to last year
Gain
9.69%
Profit
$128.22M
Win %
77%
ABT Abbott Laboratories
+10.41%
+$31,576.71 
MCK McKesson Corporation
+4.67%
+$86,476.04 
BTI British American Tobacco p.l.c. ADR
+4.38%
+$34,846.63 
WM Waste Management, Inc.
+3.96%
+$100,590.2 
UNH UnitedHealth Group Incorporated
+3.73%
+$152,310.72 
MRK Merck & Co., Inc.
+3.39%
+$9,925.37 
VLO Valero Energy Corporation
+3.33%
+$13,962.56 
UNP Union Pacific Corporation
+3.3%
+$42,649.6 
ZTS Zoetis Inc.
+3.3%
+$5,055.3 
DOCU DocuSign Inc.
+3.25%
+$29,697.4 
ABBV AbbVie Inc.
+3.17%
+$32,360.94 
SBUX Starbucks Corporation
+3.07%
+$32,681.14 
NKE Nike, Inc. - Class B
+3.06%
+$17,069.3 
PM Philip Morris International Inc.
+2.98%
+$51,975.77 
PB Prosperity Bancshares Inc.
+2.95%
+$81,737.3 
MDLZ Mondelez International, Inc.
+2.93%
+$6,675.32 
O Realty Income Corporation
+2.91%
+$9,050.96 
PSX Phillips 66
+2.84%
+$7,463.8 
RL Ralph Lauren Corporation
+2.84%
+$11,214.77 
MPC Marathon Petroleum Corporation
+2.83%
+$16,666.22 
VZ Verizon Communications Inc.
+2.81%
+$19,487.26 
AMGN Amgen Inc.
+2.79%
+$13,033.02 
CFR Cullen/Frost Bankers Inc.
+2.71%
+$22,286.9 
PYPL PayPal Holdings Inc
+2.67%
+$30,732.2 
WPC W. P. Carey Inc.
+2.63%
+$6,479 
TJX The TJX Companies, Inc.
+2.61%
+$7,868.18 
MCD McDonald's Corporation
+2.58%
+$10,555.85 
PEP PepsiCo, Inc.
+2.54%
+$11,138.72 
T AT&T Inc.
+2.5%
+$12,019.31 
SPG Simon Property Group, Inc.
+2.5%
+$12,077.2 
MA Mastercard Incorporated
+2.36%
+$8,789.18 
CMCSA Comcast Corp
+2.34%
+$4,160.2 
KO The Coca-Cola Company
+2.33%
+$14,008.23 
SN SharkNinja, Inc.
+2.31%
+$25,711.26 
MO Altria Group, Inc.
+2.27%
+$16,624 
CASY Casey's General Stores Inc.
+2.22%
+$7,965.14 
COST Costco Wholesale Corporation
+2.21%
+$22,344.96 
URI United Rentals, Inc.
+2.18%
+$14,682.54 
XLV Health Care Select Sector SPDR Fund
+2.11%
+$17,494.92 
LOW Lowe's Companies Inc.
+2.09%
+$10,854.37 
SHOP Shopify Inc.
+2.04%
+$27,903.96 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.97%
+$4,067.07 
SCHD Schwab U.S. Dividend Equity ETF
+1.93%
+$115,136.25 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.88%
+$5,356.06 
WMT Walmart Inc.
+1.88%
+$37,455.47 
FIW First Trust Water ETF
+1.83%
+$10,182.2 
HALO Halozyme Therapeutics Inc.
+1.79%
+$6,538.88 
SDY SPDR S&P Dividend ETF
+1.79%
+$6,366.36 
V Visa Inc. Class A
+1.79%
+$24,136.31 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.78%
+$3,699.03 
KBH KB Home
+1.76%
+$17,426.43 
VHT Vanguard Health Care ETF
+1.74%
+$227,968.51 
LLY Eli Lilly and Company
+1.72%
+$17,452.3 
VNOM Viper Energy Inc. Class A Common Stock
+1.66%
+$142,404.48 
VNQ Vanguard Real Estate ETF
+1.64%
+$36,908.8 
CVX Chevron Corporation
+1.61%
+$67,484.12 
PG Procter & Gamble Co
+1.59%
+$7,581.07 
HD The Home Depot, Inc.
+1.59%
+$23,663.59 
DE Deere & Company
+1.57%
+$4,974.98 
AMLP Alerian MLP ETF
+1.56%
+$29,664.2 
DVY iShares Select Dividend ETF
+1.54%
+$21,707.11 
XOM Exxon Mobil Corporation
+1.49%
+$83,426.45 
ICF iShares Cohen & Steers Realty Majors ETF
+1.46%
+$4,247 
AFL Aflac Inc.
+1.45%
+$3,708.25 
FTCS First Trust Capital Strength ETF
+1.45%
+$17,586.28 
DIVZ Opal Dividend Income ETF
+1.42%
+$213,872.4 
CB Chubb Limited
+1.42%
+$5,874.62 
COF Capital One Financial Corporation
+1.41%
+$4,268.65 
ITB iShares U.S. Home Construction ETF
+1.36%
+$19,338.81 
COWZ Pacer US Cash Cows 100 ETF
+1.31%
+$20,086.08 
AVUV Avantis U.S. Small Cap Value ETF
+1.28%
+$9,048.43 
AUSF Global X Adaptive U.S. Factor ETF
+1.27%
+$76,245.72 
BUD Anheuser-Busch InBev S.A. ADR
+1.24%
+$3,193.74 
VDE Vanguard Energy ETF
+1.23%
+$5,642.84 
DUK Duke Energy Corporation
+1.23%
+$5,836.18 
XLE Energy Select Sector SPDR Fund
+1.22%
+$44,431.86 
LNG Cheniere Energy Inc.
+1.22%
+$8,885.27 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.21%
+$55,228.68 
IBM International Business Machines Corporation
+1.21%
+$7,007.43 
EES WisdomTree U.S. SmallCap Fund
+1.17%
+$11,110.73 
KMI Kinder Morgan, Inc.
+1.17%
+$9,286.87 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.16%
+$35,145.12 
GILD Gilead Sciences Inc.
+1.12%
+$2,644.55 
IWN iShares Russell 2000 Value ETF
+1.11%
+$78,562.56 
MSI Motorola Solutions, Inc.
+1.11%
+$4,384.73 
MSFT Microsoft Corp.
+1.11%
+$115,768.95 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.08%
+$3,307.97 
UBER Uber Technologies, Inc.
+1.07%
+$5,099.77 
JNJ Johnson & Johnson
+1.05%
+$21,179.15 
SO The Southern Company
+1.04%
+$4,554.64 
APD Air Products and Chemicals, Inc.
+1.03%
+$4,502.58 
MOAT VanEck Morningstar Wide Moat Fund
+1.02%
+$3,116.88 
COP ConocoPhillips
+1%
+$4,802.56 
DVN Devon Energy Corporation
+1%
+$3,781.42 
DGRO iShares Core Dividend Growth ETF
+0.97%
+$45,876.36 
AAPL Apple Inc.
+0.97%
+$251,536.33 
NET Cloudflare Inc.
+0.96%
+$24,138.06 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.95%
+$54,161.46 
SHEL Shell plc
+0.9%
+$3,362.94 
D Dominion Energy, Inc.
+0.9%
+$2,321.28 
TPL Texas Pacific Land Corporation
+0.87%
+$5,007.07 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.85%
+$3,810.21 
FANG Diamondback Energy Inc
+0.83%
+$2,898.97 
FDX FedEx Corporation
+0.8%
+$2,650.56 
RKT Rocket Companies, Inc. Class A
+0.77%
+$5,929.84 
IWS iShares Russell Mid-Cap Value ETF
+0.77%
+$1,768.31 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$160,418.31 
VOE Vanguard Mid-Cap Value ETF
+0.76%
+$2,295.12 
IWD iShares Russell 1000 Value ETF
+0.74%
+$16,617.04 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.74%
+$7,529.76 
WFC Wells Fargo & Company
+0.73%
+$4,114.8 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.66%
+$2,802.35 
VOOV Vanguard S&P 500 Value ETF
+0.66%
+$14,105.06 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.65%
+$2,724.51 
RSP Invesco S&P 500 Equal Weight ETF
+0.65%
+$161,080.5 
MHF Western Asset Municipal High Income Fund
+0.64%
+$19,795.46 
MPLX MPLX LP
+0.64%
+$2,394 
SNOW Snowflake Inc.
+0.63%
+$13,122.54 
VFMF Vanguard U.S. Multifactor ETF
+0.61%
+$2,002.26 
RWL Invesco S&P 500 Revenue ETF
+0.6%
+$9,781.89 
EMR Emerson Electric Co.
+0.59%
+$2,930.58 
AEP American Electric Power Company, Inc.
+0.59%
+$1,594.58 
HON Honeywell International Inc.
+0.58%
+$2,099.47 
LMT Lockheed Martin Corporation
+0.56%
+$2,008.37 
PANW Palo Alto Networks, Inc.
+0.56%
+$18,224.47 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$55,565.86 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.54%
+$1,574.65 
MELI MercadoLibre, Inc.
+0.52%
+$3,285.94 
AMZN Amazon.com Inc
+0.52%
+$133,149.72 
AXP American Express Company
+0.51%
+$1,283.2 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.5%
+$1,817.6 
CRH CRH plc
+0.49%
+$6,768.72 
ROKU Roku, Inc.
+0.45%
+$6,618.34 
VFLO VictoryShares Free Cash Flow ETF
+0.41%
+$4,498.65 
VYM Vanguard High Dividend Yield ETF
+0.39%
+$5,246.21 
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$11,254.39 
LEN Lennar Corporation
+0.36%
+$1,256.74 
VTV Vanguard Value ETF
+0.34%
+$49,913.25 
INCM Franklin Income Focus ETF
+0.31%
+$645.75 
MDY SPDR S&P MidCap 400 ETF Trust
+0.31%
+$1,901.63 
QUAL iShares MSCI USA Quality Factor ETF
+0.3%
+$15,359.5 
IJH iShares Core S&P Mid-Cap ETF
+0.29%
+$117,705.5 
FEGE First Eagle Global Equity ETF
+0.28%
+$2,650.76 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.27%
+$7,986.04 
CME CME Group Inc.
+0.25%
+$688.2 
MGV Vanguard Mega Cap Value ETF
+0.24%
+$72,328.05 
CGDG Capital Group Dividend Growers ETF
+0.23%
+$941.37 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$484.5 
ETR Entergy Corporation
+0.21%
+$525.03 
VB Vanguard Small-Cap ETF
+0.19%
+$19,642.91 
AVLV Avantis U.S. Large Cap Value ETF
+0.18%
+$605.03 
BLK BlackRock, Inc.
+0.18%
+$481.95 
XLF Financial Select Sector SPDR Fund
+0.13%
+$665.1 
DOW Dow Inc.
+0.12%
+$317.31 
NEE NextEra Energy, Inc.
+0.1%
+$570.51 
GOOGL Alphabet Inc
+0.1%
+$15,245.11 
GOOG Alphabet Inc
+0.1%
+$12,168.37 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$7,291.64 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$5,620.65 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$67.11 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$8,902.17 
SBR Sabine Royalty Trust
+0.03%
+$83.8 
LVHI Franklin International Low Volatility High Dividend ETF
+0.02%
+$448.98 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$4,130.02 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$35.49 
RDVI FT Vest Rising Dividend Achievers Fund
+0.02%
+$43.46 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.01%
+$52.41 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$304.87 
IWM iShares Russell 2000 ETF
+0.01%
+$2,058.03 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
H5919C104
0%
$0 
HTAX Macquarie National High-Yield Municipal Bond ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
KHPI
0%
$0 
PCG PG&E Corporation
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
YNDX Yandex NV
0%
$0 
INV Innventure Inc.
-12.78%
-$306,128.76 
GLW Corning Incorporated
-10.1%
-$88,928.19 
STX Seagate Technology Holdings plc
-8.78%
-$97,200.71 
PCT PureCycle Technologies, Inc.
-8.65%
-$280,572.55 
CORZ Core Scientific, Inc.
-7.75%
-$78,508.32 
MU Micron Technology, Inc.
-6.35%
-$49,871.91 
CRWV CoreWeave, Inc.
-6.08%
-$20,612.55 
INTC Intel Corporation
-5.49%
-$31,696.5 
AMD Advanced Micro Devices, Inc.
-5.46%
-$833,361.42 
ON ON Semiconductor Corporation
-5.44%
-$22,466.17 
SLI Standard Lithium Ltd.
-5.25%
-$11,983.68 
GE General Electric Company
-5.19%
-$16,658.23 
KTOS Kratos Defense & Security Solutions, Inc.
-5.01%
-$17,783.58 
HOOD Robinhood Markets, Inc.
-5.01%
-$49,126.22 
ORCL Oracle Corporation
-4.91%
-$71,428.5 
TEM Tempus AI, Inc.
-4.89%
-$166,866 
VRT Vertiv Holdings Co
-4.83%
-$46,703.11 
ETN Eaton Corporation plc
-4.77%
-$35,916 
FCX Freeport-McMoRan Inc.
-4.74%
-$72,515.88 
SOXX iShares Semiconductor ETF
-4.62%
-$40,511.2 
LRCX Lam Research Corporation
-4.56%
-$14,372.59 
GS The Goldman Sachs Group, Inc.
-4.31%
-$65,809.43 
TXN Texas Instruments Inc
-4.08%
-$12,916.79 
CCJ Cameco Corporation
-3.92%
-$60,640.02 
MS Morgan Stanley
-3.9%
-$15,405.12 
SMH VanEck Semiconductor ETF
-3.83%
-$85,375.44 
AVGO Broadcom Inc.
-3.58%
-$486,363.4 
RBLX Roblox Corporation
-3.57%
-$15,254.37 
GDX VanEck Gold Miners ETF
-3.56%
-$138,948.82 
CSCO Cisco Systems, Inc.
-3.35%
-$16,470.96 
MSTR Strategy Inc.
-3.35%
-$88,368.82 
DELL Dell Technologies Inc.
-3.31%
-$70,986.49 
CAT Caterpillar Inc.
-3.18%
-$79,417.48 
SLV iShares Silver Trust
-3.17%
-$33,748.76 
ARKK ARK Innovation ETF Fund
-3.08%
-$352,361.45 
ARKG ARK Genomic Revolution ETF
-3.06%
-$10,521 
ICOP iShares Copper and Metals Mining ETF
-3.03%
-$33,333.46 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.96%
-$39,738.6 
SPMO Invesco S&P 500 Momentum ETF
-2.88%
-$12,588.51 
ADI Analog Devices, Inc.
-2.86%
-$12,957.19 
GEV GE Vernova Inc.
-2.82%
-$11,513.25 
BLOK Amplify Transformational Data Sharing ETF
-2.82%
-$7,850.76 
NVDA NVIDIA Corporation
-2.77%
-$1.26M 
APP AppLovin Corporation Class A Common Stock
-2.67%
-$11,382.01 
ETHA iShares Ethereum Trust
-2.58%
-$120,603.37 
ETHE Grayscale Ethereum Trust ETF
-2.51%
-$83,447.52 
ITA iShares U.S. Aerospace & Defense ETF
-2.5%
-$7,929.6 
U Unity Software Inc.
-2.49%
-$7,197.06 
CEG Constellation Energy Corporation
-2.49%
-$23,914.46 
KLAC KLA Corporation
-2.4%
-$11,211.2 
XBI SPDR S&P Biotech ETF
-2.36%
-$18,586.53 
AMAT Applied Materials, Inc.
-2.33%
-$9,429 
WCC Wesco International Inc.
-2.24%
-$18,329.74 
VGT Vanguard Information Technology ETF
-2.16%
-$336,893.76 
SPOT Spotify Technology S.A.
-2.1%
-$65,310.66 
EEM iShares MSCI Emerging Markets ETF
-2.07%
-$13,793.12 
PWB Invesco Large Cap Growth ETF
-2.05%
-$48,675.06 
COIN Coinbase Global, Inc.
-1.97%
-$45,252.9 
APH Amphenol Corporation
-1.96%
-$7,730.8 
IEMG iShares Core MSCI Emerging Markets ETF
-1.93%
-$211,386.39 
IYW iShares U.S. Technology ETF
-1.92%
-$8,828.66 
BBEM JPMorgan BetaBuilders Emerging Markets Equity Fund
-1.91%
-$6,647 
CGGO Capital Group Global Growth Equity ETF
-1.9%
-$35,334.58 
C Citigroup Inc.
-1.86%
-$15,806.71 
IVES Amplify Bloomberg AI Value Chain ETF
-1.86%
-$83,605.9 
BNY BlackRock New York Municipal Income Trust
-1.85%
-$5,803.28 
ALNT Alliant Energy Corporation
-1.79%
-$7,967.49 
JCI Johnson Controls International plc
-1.73%
-$5,209.23 
GLD SPDR Gold Shares
-1.73%
-$51,632.9 
XMMO Invesco S&P MidCap Momentum ETF
-1.69%
-$128,570.53 
IAU iShares Gold Trust
-1.68%
-$55,751.68 
GLDM SPDR Gold MiniShares Trust
-1.66%
-$6,760.39 
ARKF Ark Fintech Innovation ETF
-1.59%
-$69,404.18 
IWY iShares Russell Top 200 Growth ETF
-1.53%
-$421,946.46 
META Meta Platforms Inc Class A
-1.52%
-$110,689.38 
IWF iShares Russell 1000 Growth ETF
-1.5%
-$42,177.36 
VONG Vanguard Russell 1000 Growth Fund
-1.49%
-$8,805.51 
TSLA Tesla, Inc.
-1.47%
-$975,970.34 
IDMO Invesco S&P International Developed Momentum ETF
-1.44%
-$198,458.31 
QQQM Invesco NASDAQ 100 ETF
-1.42%
-$29,706.67 
DASH DoorDash, Inc.
-1.41%
-$23,425.88 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$130,336.01 
VOT Vanguard Mid-Cap Growth ETF
-1.27%
-$63,266.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.2%
-$29,537.28 
IUSG iShares Core S&P U.S. Growth ETF
-1.2%
-$12,319.29 
VBK Vanguard Small-Cap Growth ETF
-1.18%
-$68,854.5 
VWO Vanguard FTSE Emerging Markets ETF
-1.16%
-$26,749.92 
RCL Royal Caribbean Group
-1.14%
-$3,383.28 
CCL Carnival Corporation Ltd.
-1.13%
-$23,226.3 
TT Trane Technologies plc
-1.1%
-$2,591.7 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.1%
-$12,982.9 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.08%
-$5,466.5 
RTX RTX Corporation
-1.08%
-$8,537.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.05%
-$23,803.05 
PATH Uipath Inc.
-1.05%
-$21,652.12 
VEU Vanguard FTSE All-World ex-US ETF
-1.02%
-$4,105.5 
CGGR Capital Group Growth ETF
-1.02%
-$5,165.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1%
-$61,742.31 
LMND Lemonade Inc.
-0.98%
-$4,063.15 
MGK Vanguard Mega Cap Growth ETF
-0.98%
-$3,552.5 
CGIC Capital Group International Core Equity ETF
-0.95%
-$4,473.38 
VUG Vanguard Growth ETF
-0.94%
-$191,342.25 
BA Boeing Company
-0.94%
-$55,528.8 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.9%
-$4,835.22 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.9%
-$5,725.44 
IBIT iShares Bitcoin Trust
-0.87%
-$54,896.32 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.84%
-$10,366.72 
ARKB Ark 21Shares Bitcoin ETF
-0.81%
-$66,687.25 
IEZ iShares U.S. Oil Equipment & Services ETF
-0.8%
-$7,975.88 
CGGE Capital Group Global Equity ETF
-0.79%
-$2,090 
FDN First Trust Dow Jones Internet Index Fund
-0.78%
-$2,343.6 
PINS Pinterest, Inc. Class A
-0.78%
-$2,450.88 
EFA iShares MSCI EAFE ETF
-0.77%
-$87,975.23 
BTC Grayscale Bitcoin Mini Trust ETF
-0.77%
-$2,416.04 
CRWD CrowdStrike Holdings, Inc.
-0.76%
-$89,693.44 
IVLU iShares MSCI International Value Factor ETF
-0.76%
-$95,746.95 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$24,287.5 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.74%
-$18,250.7 
HAL Halliburton Company
-0.74%
-$8,325.2 
PLTR Palantir Technologies Inc.
-0.72%
-$83,790.72 
CMG Chipotle Mexican Grill, Inc.
-0.68%
-$12,079.94 
SLB Schlumberger Limited
-0.67%
-$11,813.12 
CGIE Capital Group International Equity ETF
-0.64%
-$1,431.15 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.64%
-$5,549.5 
VT Vanguard Total World Stock ETF
-0.58%
-$5,024.12 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$6,110.67 
JDVI John Hancock Disciplined Value International Select ETF
-0.55%
-$2,052.91 
JPM JPMorgan Chase & Co.
-0.54%
-$31,805.66 
PFF iShares Preferred and Income Securities ETF
-0.52%
-$5,340.8 
CGBL Capital Group Core Balanced ETF
-0.52%
-$7,949.76 
TMFC Motley Fool 100 Index ETF
-0.52%
-$5,486.13 
XSMO Invesco S&P SmallCap Momentum ETF
-0.51%
-$20,718.9 
IQLT iShares MSCI International Quality Factor ETF
-0.49%
-$7,616.31 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.45%
-$4,159.97 
OEF iShares S&P 100 ETF
-0.43%
-$18,856.09 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.42%
-$1,784.24 
IBB iShares Biotechnology ETF
-0.42%
-$2,604 
IVV iShares Core S&P 500 ETF
-0.38%
-$33,552.3 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$121,579.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$13,233.17 
VOO Vanguard S&P 500 ETF
-0.38%
-$34,038.31 
TWLO Twilio Inc.
-0.37%
-$1,456.26 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.37%
-$26,536.62 
SCHB Schwab U.S. Broad Market ETF
-0.36%
-$1,092.63 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$43,505.08 
CGUS Capital Group Core Equity ETF
-0.34%
-$2,800.21 
IGV iShares Expanded Tech-Software Sector ETF
-0.33%
-$22,612.33 
IWV ISHARES RUSSELL 3000 ETF
-0.33%
-$1,041.11 
SCHX Schwab U.S. Large-Cap ETF
-0.32%
-$1,572.25 
IWB iShares Russell 1000 ETF
-0.31%
-$899.5 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.31%
-$4,026.45 
VYMI Vanguard International High Dividend Yield Index Fund
-0.3%
-$915.3 
IHAK iShares Cybersecurity and Tech ETF
-0.29%
-$3,108.17 
MMU Western Asset Managed Municipals Fund
-0.29%
-$1,453.68 
IFLO VictoryShares International Free Cash Flow ETF
-0.28%
-$4,140.58 
XLI Industrial Select Sector SPDR Fund
-0.28%
-$1,345 
ISPY ProShares S&P High Income ETF
-0.27%
-$1,350.83 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.26%
-$919.16 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$6,738.14 
TLH iShares 10-20 Year Treasury Bond ETF
-0.23%
-$1,797.22 
ACVF American Conservative Values ETF
-0.23%
-$554.19 
DISV Dimensional International Small Cap Equity Fund
-0.23%
-$2,662.66 
DFAU Dimensional US Core Equity Market ETF
-0.22%
-$1,040.75 
CGDV Capital Group Dividend Value ETF
-0.21%
-$10,587.89 
BUFR FT Vestladder Buffer ETF-USD I
-0.2%
-$3,874.72 
FEOE First Eagle Overseas Equity ETF
-0.2%
-$2,082.52 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.19%
-$521.28 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.18%
-$455.85 
CBXA Calamos Global Convertible Opportunities ETF
-0.16%
-$943.87 
IEF iShares 7-10 Year Treasury Bond ETF
-0.15%
-$27,560.68 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.14%
-$1,256.97 
MUB iShares National Muni Bond ETF
-0.14%
-$1,074.02 
MMIT NYLI MacKay Muni Intermediate ETF
-0.13%
-$2,544.45 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$753.54 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.12%
-$1,761.68 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$1,546.32 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.11%
-$4,386.31 
VTC Vanguard Total Corporate Bond Fund
-0.11%
-$6,192.24 
FBND Fidelity Total Bond ETF
-0.11%
-$7,503.85 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.1%
-$1,139.38 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$24,601.2 
IBTL iShares iBonds Dec 2031 Term Fund
-0.1%
-$18,719.61 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.1%
-$3,080 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.09%
-$917.2 
HTUS Hull Tactical US ETF
-0.09%
-$402.12 
BP BP p.l.c. Sponsored ADR
-0.09%
-$302.57 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$218.44 
CGCB Capital Group Core Bond ETF
-0.08%
-$179.18 
VO Vanguard Mid-Cap ETF
-0.07%
-$8,869.32 
MBSD FlexShares Disciplined Duration MBS Index Fund
-0.07%
-$3,133.11 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.07%
-$2,445.36 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$1,282.69 
MBB iShares MBS ETF
-0.07%
-$728.78 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.07%
-$1,375.02 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$5,874.21 
MEAR iShares Short Maturity Bond ETF
-0.06%
-$1,392 
BAC Bank of America Corporation
-0.06%
-$1,034.78 
BINC iShares Flexible Income Active ETF
-0.06%
-$2,162.28 
NFLX Netflix, Inc.
-0.05%
-$455.28 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.05%
-$457.12 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$500.85 
UITB VictoryShares Core Intermediate Bond ETF
-0.04%
-$122.76 
JQUA JPMorgan U.S. Quality Factor ETF
-0.04%
-$333.21 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$450.02 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$77.17 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$80.19 
CBXJ Calamos Bitcoin ETF
-0.03%
-$91.94 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$220.28 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$153.97 
VTWO Vanguard Russell 2000 ETF
-0.02%
-$80.83 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$4,161.26 
RDVY First Trust Rising Dividend Achievers ETF
-0.02%
-$1,159.14 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$922.44 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$1,462.46 
IBTI iShares iBonds Dec 2028 Term ETF
-0.01%
-$1,173.57 Events
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Dividends
Dividend Analysis
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| Trades 3454 | Longs Won 2482/3454 71% | Profit Factor 7.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $816,729.31 |
| Average Win $187,676.47 | Best Trade (Jul 15) $28.92M | Sharpe Ratio -10.11 |
| Average Loss -$61,204.58 | Worst Trade (Sep 30) -$4.63M | Z-Score 23.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 6d | Expectancy $117,638.14 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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