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:
85.68%
Gain -1.62%
Monthly
1.57%
Yearly
20.58%
Drawdown
23.53%
$1.54B
Equity
Holdings
$1.54B
Investment
$1.26B
$419.43M
Profit -$13.86M
Realized
$144.83M
Unrealized
$274.6M
Dividends
$50.4M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.62%
Profit
-$13.86M
Win %
68%
This Week
Compared To Last Week
Gain
-1.93%
Profit
-$30.23M
Win %
68%
This Month
Compared to last month
Gain
-0.28%
Profit
-$4.35M
Win %
68%
This Year
Compared to last year
Gain
-0.58%
Profit
-$8.41M
Win %
70%
INV Innventure Inc.
+4.54%
+$4,819.85 
BP BP p.l.c. Sponsored ADR
+3.18%
+$13,716.78 
FCG First Trust Natural Gas ETF
+3.02%
+$7,704.3 
KMI Kinder Morgan, Inc.
+3%
+$21,036.65 
COP ConocoPhillips
+2.89%
+$11,611.51 
BTI British American Tobacco p.l.c. ADR
+2.82%
+$18,990.53 
DVN Devon Energy Corporation
+2.65%
+$7,250.58 
SLB Schlumberger Limited
+2.55%
+$48,481.16 
VNOM Viper Energy Inc. Class A Common Stock
+2.52%
+$203,594.6 
RTX RTX Corporation
+2.51%
+$21,013.7 
LMT Lockheed Martin Corporation
+2.42%
+$7,245.8 
SHEL Shell plc
+2.37%
+$10,173.52 
LNG Cheniere Energy Inc.
+2.35%
+$18,807.55 
MMU Western Asset Managed Municipals Fund
+2.35%
+$10,394.12 
PM Philip Morris International Inc.
+2.23%
+$44,823.1 
MHF Western Asset Municipal High Income Fund
+2.11%
+$60,925.78 
PEP PepsiCo, Inc.
+2.06%
+$9,060.35 
HAL Halliburton Company
+2.04%
+$9,660.73 
PCT PureCycle Technologies, Inc.
+2.03%
+$20,082.08 
WING Wingstop Inc.
+2.01%
+$22,923.09 
CASY Casey's General Stores Inc.
+1.96%
+$5,843.17 
XLE Energy Select Sector SPDR Fund
+1.95%
+$84,939.4 
CVX Chevron Corporation
+1.95%
+$96,898.97 
VDE Vanguard Energy ETF
+1.95%
+$7,963.85 
AEP American Electric Power Company, Inc.
+1.9%
+$4,509.96 
SO The Southern Company
+1.77%
+$7,306.43 
TJX The TJX Companies, Inc.
+1.76%
+$7,363.46 
DUK Duke Energy Corporation
+1.72%
+$7,931.52 
MDLZ Mondelez International, Inc.
+1.62%
+$4,206.48 
BUD Anheuser-Busch InBev S.A. ADR
+1.59%
+$4,336.98 
XOM Exxon Mobil Corporation
+1.57%
+$109,010.4 
PNW Pinnacle West Capital Corporation
+1.51%
+$5,426.91 
MO Altria Group, Inc.
+1.48%
+$12,119.71 
COST Costco Wholesale Corporation
+1.36%
+$16,166.84 
KO The Coca-Cola Company
+1.33%
+$10,298.58 
TPL Texas Pacific Land Corporation
+1.3%
+$18,642.52 
PSX Phillips 66
+1.29%
+$3,366.59 
CRH CRH plc
+1.28%
+$4,566.45 
MRK Merck & Co., Inc.
+1.25%
+$4,258.93 
COF Capital One Financial Corporation
+1.24%
+$3,191.24 
SBR Sabine Royalty Trust
+1.21%
+$3,682.71 
XLU Utilities Select Sector SPDR Fund
+1.16%
+$73,168.07 
GE General Electric Company
+1.11%
+$3,391.35 
NEE NextEra Energy, Inc.
+1.09%
+$3,915.58 
MPLX MPLX LP
+0.96%
+$3,657.5 
VZ Verizon Communications Inc.
+0.94%
+$4,892.85 
JPM JPMorgan Chase & Co.
+0.92%
+$53,468.8 
XLP Consumer Staples Select Sector SPDR Fund
+0.89%
+$2,204.87 
LLY Eli Lilly and Company
+0.86%
+$11,112.15 
ITA iShares U.S. Aerospace & Defense ETF
+0.84%
+$3,253.8 
HD The Home Depot, Inc.
+0.81%
+$52,075.18 
PG Procter & Gamble Co
+0.8%
+$3,106.12 
NKE Nike, Inc. - Class B
+0.78%
+$3,192.61 
TXN Texas Instruments Inc
+0.76%
+$3,286.59 
WMT Walmart Inc.
+0.74%
+$11,517.93 
BLK BlackRock, Inc.
+0.73%
+$2,136.28 
AMLP Alerian MLP ETF
+0.71%
+$10,712.98 
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$40,103.36 
C Citigroup Inc.
+0.7%
+$6,049.24 
TT Trane Technologies plc
+0.69%
+$1,965.65 
LOW Lowe's Companies Inc.
+0.68%
+$3,555.35 
WFC Wells Fargo & Company
+0.68%
+$3,314.08 
AAPL Apple Inc.
+0.68%
+$179,329.92 
MBSD FlexShares Disciplined Duration MBS Index Fund
+0.67%
+$29,800.31 
JNJ Johnson & Johnson
+0.66%
+$12,671.96 
AFL Aflac Inc.
+0.66%
+$1,476.37 
DVY iShares Select Dividend ETF
+0.64%
+$9,299.07 
GEV GE Vernova Inc.
+0.63%
+$2,275.65 
ABBV AbbVie Inc.
+0.6%
+$4,654.63 
V Visa Inc. Class A
+0.59%
+$11,166.96 
VLO Valero Energy Corporation
+0.59%
+$2,547.6 
CBTJ Calamos Bitcoin 80 P ETF
+0.59%
+$3,566.86 
BRK-B Berkshire Hathaway Inc.
+0.57%
+$206,664.43 
LVHI Franklin International Low Volatility High Dividend ETF
+0.5%
+$9,512.67 
T AT&T Inc.
+0.45%
+$2,250.99 
FTCS First Trust Capital Strength ETF
+0.45%
+$4,589.2 
AUSF Global X Adaptive U.S. Factor ETF
+0.4%
+$8,152 
SDY SPDR S&P Dividend ETF
+0.39%
+$1,399.2 
SPG Simon Property Group, Inc.
+0.39%
+$1,562.62 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.39%
+$2,720.88 
ICF iShares Cohen & Steers Realty Majors ETF
+0.38%
+$1,040.52 
MPC Marathon Petroleum Corporation
+0.37%
+$2,589.99 
DIVZ Opal Dividend Income ETF
+0.35%
+$52,459.81 
JDVI John Hancock Disciplined Value International Select ETF
+0.34%
+$1,142.28 
ASML ASML Holding N.V. New York Registry Shares
+0.31%
+$3,023.79 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.29%
+$17,732.4 
DGRO iShares Core Dividend Growth ETF
+0.29%
+$13,299.98 
IFLO VictoryShares International Free Cash Flow ETF
+0.27%
+$4,825.52 
CGDG Capital Group Dividend Growers ETF
+0.25%
+$901.74 
MCK McKesson Corporation
+0.24%
+$5,294.77 
BNY BlackRock New York Municipal Income Trust
+0.21%
+$772.2 
VYMI Vanguard International High Dividend Yield Index Fund
+0.21%
+$632.31 
IQLT iShares MSCI International Quality Factor ETF
+0.2%
+$2,907.8 
MGV Vanguard Mega Cap Value ETF
+0.2%
+$63,009.7 
VNQ Vanguard Real Estate ETF
+0.19%
+$3,028.55 
PYPL PayPal Holdings Inc
+0.18%
+$2,137.7 
VYM Vanguard High Dividend Yield ETF
+0.18%
+$2,284.04 
ROKU Roku, Inc.
+0.17%
+$2,371.14 
IVLU iShares MSCI International Value Factor ETF
+0.17%
+$21,862.61 
VOE Vanguard Mid-Cap Value ETF
+0.16%
+$384.45 
RCL Royal Caribbean Group
+0.16%
+$453.63 
VTV Vanguard Value ETF
+0.16%
+$22,848.35 
CFR Cullen/Frost Bankers Inc.
+0.15%
+$1,198.12 
FEOE First Eagle Overseas Equity ETF
+0.14%
+$2,800.72 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.14%
+$559.62 
AMGN Amgen Inc.
+0.14%
+$836.03 
MCD McDonald's Corporation
+0.13%
+$433.07 
COWZ Pacer US Cash Cows 100 ETF
+0.13%
+$2,107.53 
INCM Franklin Income Focus ETF
+0.12%
+$273.7 
DISV Dimensional International Small Cap Equity Fund
+0.12%
+$1,813.15 
ABT Abbott Laboratories
+0.1%
+$387.53 
CAT Caterpillar Inc.
+0.1%
+$1,988.38 
XLF Financial Select Sector SPDR Fund
+0.1%
+$553.63 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.08%
+$6,720.23 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$8,525.64 
MEAR iShares Short Maturity Bond ETF
+0.06%
+$1,708.7 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$1,481.89 
AXP American Express Company
+0.06%
+$250.56 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.05%
+$12,410.16 
WM Waste Management, Inc.
+0.04%
+$2,324.27 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$282.25 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$7,889.27 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$996.39 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$492.04 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$177.19 
ADI Analog Devices, Inc.
+0.04%
+$94.19 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$76.23 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$21,709.96 
IBTI iShares iBonds Dec 2028 Term ETF
+0.02%
+$2,033.56 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,090.08 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$434.73 
JIVE JPMorgan International Value ETF
+0.01%
+$148.51 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$216.37 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$1,191.55 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$105.08 
IEFA iShares Core MSCI EAFE ETF
+0.01%
+$237.51 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBTJ iShares iBonds Dec 2029 Term Fund
0%
$0 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
0%
-$0.02 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HTAX Macquarie National High-Yield Municipal Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 KHPI
KHPI
0%
$0 G200
G2004J103
0%
$0 DLMY
DLMY
0%
$0 
CRWV CoreWeave, Inc.
-11.31%
-$131,003.83 
TWLO Twilio Inc.
-11%
-$47,307.96 
NBIS Nebius Group N.V.
-10.74%
-$45,378.08 
MSTR Strategy Inc.
-9.14%
-$458,948.12 
PANW Palo Alto Networks, Inc.
-7.69%
-$245,525.99 
SNOW Snowflake Inc.
-7.63%
-$138,845.14 
BOIL ProShares Ultra Bloomberg Natural Gas
-7.63%
-$33,600 
PLTR Palantir Technologies Inc.
-7.07%
-$1.28M 
CRWD CrowdStrike Holdings, Inc.
-7.05%
-$542,439.67 
TEM Tempus AI, Inc.
-6.95%
-$256,452.64 
NET Cloudflare Inc.
-6.8%
-$164,181.04 
RKLB Rocket Lab Corporation
-6.5%
-$43,241.55 
FRMI Fermi Inc.
-6.19%
-$152,146.05 
COHR Coherent Corp.
-6.13%
-$19,230.71 
BMNR Bitmine Immersion Technologies, Inc.
-5.82%
-$15,055.2 
CORZ Core Scientific, Inc.
-5.64%
-$26,224.26 
STX Seagate Technology Holdings plc
-5.63%
-$30,326.4 
NOW ServiceNow, Inc.
-5.04%
-$357,843.68 
PATH Uipath Inc.
-5.03%
-$35,875.86 
U Unity Software Inc.
-4.73%
-$11,205.3 
SNDK SanDisk Corporation
-4.67%
-$31,086.09 
IGV iShares Expanded Tech-Software Sector ETF
-4.63%
-$283,016.96 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.54%
-$32,198.31 
BUZZ VanEck Social Sentiment ETF
-4.49%
-$12,057.85 
IHAK iShares Cybersecurity and Tech ETF
-4.25%
-$63,510.55 
INTC Intel Corporation
-4.25%
-$26,171.1 
DRAM Roundhill Memory ETF
-4.09%
-$23,678.44 
ARKG ARK Genomic Revolution ETF
-4.05%
-$14,164.5 
LMND Lemonade Inc.
-3.94%
-$10,792.09 
ARKK ARK Innovation ETF Fund
-3.88%
-$469,662.9 
AMD Advanced Micro Devices, Inc.
-3.85%
-$456,498.08 
MU Micron Technology, Inc.
-3.84%
-$82,237.72 
HOOD Robinhood Markets, Inc.
-3.79%
-$37,366.96 
COIN Coinbase Global, Inc.
-3.77%
-$93,365.9 
ARTY iShares Future AI & Tech ETF
-3.72%
-$23,213.86 
DOCU DocuSign Inc.
-3.66%
-$50,770.68 
ANET Arista Networks, Inc.
-3.6%
-$6,933.84 
ORCL Oracle Corporation
-3.6%
-$48,103.42 
LRCX Lam Research Corporation
-3.52%
-$12,648.95 
CLS Celestica Inc.
-3.32%
-$6,759.6 
XBI SPDR S&P Biotech ETF
-3.23%
-$22,559.24 
GLW Corning Incorporated
-3.22%
-$19,432.18 
AVGO Broadcom Inc.
-3.11%
-$333,958.91 
BLOK Amplify Transformational Data Sharing ETF
-3.09%
-$9,523.36 
AMAT Applied Materials, Inc.
-3.07%
-$11,968.27 
CRDO Credo Technology Group Holding Ltd.
-2.96%
-$5,676.17 
ARKF Ark Fintech Innovation ETF
-2.92%
-$138,941.16 
FDN First Trust Dow Jones Internet Index Fund
-2.88%
-$8,646.12 
DELL Dell Technologies Inc.
-2.87%
-$75,644.44 
KLAC KLA Corporation
-2.87%
-$9,443.87 
META Meta Platforms Inc Class A
-2.84%
-$242,976.02 
QTUM Defiance Quantum ETF
-2.68%
-$5,337.81 
NFLX Netflix, Inc.
-2.65%
-$23,051.87 
TSLA Tesla, Inc.
-2.55%
-$1.54M 
SHOP Shopify Inc.
-2.45%
-$41,432.58 
SOXX iShares Semiconductor ETF
-2.42%
-$9,566.38 
IBB iShares Biotechnology ETF
-2.33%
-$14,166.39 
VRT Vertiv Holdings Co
-2.31%
-$12,037.34 
RKT Rocket Companies, Inc. Class A
-2.3%
-$11,656.31 
IYW iShares U.S. Technology ETF
-2.25%
-$20,538.35 
MSFT Microsoft Corp.
-2.17%
-$303,282.88 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-2.14%
-$5,059.43 
VBK Vanguard Small-Cap Growth ETF
-2.1%
-$53,104.54 
VGT Vanguard Information Technology ETF
-2.09%
-$304,839.68 
PINS Pinterest, Inc. Class A
-2.09%
-$4,823.15 
DAL Delta Air Lines, Inc.
-2.09%
-$7,555.05 
CCJ Cameco Corporation
-2.06%
-$31,226.31 
SMH VanEck Semiconductor ETF
-2.04%
-$19,744.85 
ETN Eaton Corporation plc
-2%
-$10,805.73 
MEDP Medpace Holdings Inc.
-1.97%
-$5,860.46 
GOOGL Alphabet Inc
-1.95%
-$236,060.66 
CSCO Cisco Systems, Inc.
-1.9%
-$10,878.45 
GOOG Alphabet Inc
-1.84%
-$208,661 
SPCX Space Exploration Technologies Corp. Class A
-1.84%
-$330,218.07 
CMG Chipotle Mexican Grill, Inc.
-1.83%
-$27,546.96 
QQQ Invesco QQQ Trust, Series 1
-1.82%
-$166,565.04 
DASH DoorDash, Inc.
-1.8%
-$35,294.19 
CGGR Capital Group Growth ETF
-1.79%
-$8,732.11 
MGK Vanguard Mega Cap Growth ETF
-1.76%
-$263,410.87 
QQQM Invesco NASDAQ 100 ETF
-1.76%
-$65,051.25 
VOT Vanguard Mid-Cap Growth ETF
-1.71%
-$81,810.94 
IWF iShares Russell 1000 Growth ETF
-1.67%
-$54,832.23 
VONG Vanguard Russell 1000 Growth Fund
-1.65%
-$9,578.83 
PWB Invesco Large Cap Growth ETF
-1.65%
-$48,654.87 
IWY iShares Russell Top 200 Growth ETF
-1.65%
-$493,534.26 
DE Deere & Company
-1.6%
-$5,517.09 
SPMO Invesco S&P 500 Momentum ETF
-1.59%
-$9,496.7 
XSMO Invesco S&P SmallCap Momentum ETF
-1.58%
-$61,009.2 
UNH UnitedHealth Group Incorporated
-1.53%
-$51,456.14 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.51%
-$6,373.92 
VUG Vanguard Growth ETF
-1.51%
-$335,444 
MELI MercadoLibre, Inc.
-1.51%
-$5,256.48 
IWM iShares Russell 2000 ETF
-1.48%
-$412,742.77 
RL Ralph Lauren Corporation
-1.48%
-$5,415.87 
BGGG Baillie Gifford Long Term Global Growth ETF
-1.48%
-$11,930.15 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.47%
-$42,217.14 
IUSG iShares Core S&P U.S. Growth ETF
-1.46%
-$16,305.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.46%
-$10,638.88 
VTWO Vanguard Russell 2000 ETF
-1.46%
-$5,195.33 
AMZN Amazon.com Inc
-1.46%
-$347,039.88 
PWR Quanta Services Inc.
-1.42%
-$3,204.96 
APH Amphenol Corporation
-1.4%
-$5,041.08 
TMFC Motley Fool 100 Index ETF
-1.39%
-$18,389.49 
SPOT Spotify Technology S.A.
-1.38%
-$46,114.09 
KTOS Kratos Defense & Security Solutions, Inc.
-1.35%
-$3,823.05 
EEM iShares MSCI Emerging Markets ETF
-1.34%
-$8,806.5 
AVEM Avantis Emerging Markets Equity ETF
-1.32%
-$69,936.18 
BBEM JPMorgan BetaBuilders Emerging Markets Equity Fund
-1.32%
-$4,238.96 
HCA HCA Healthcare Inc.
-1.31%
-$3,426.12 
CEG Constellation Energy Corporation
-1.3%
-$16,200.61 
UBER Uber Technologies, Inc.
-1.25%
-$15,414.8 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.24%
-$2,965.48 
ARKB Ark 21Shares Bitcoin ETF
-1.23%
-$121,853.57 
IEMG iShares Core MSCI Emerging Markets ETF
-1.22%
-$140,884.41 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.22%
-$12,647.74 
IBIT iShares Bitcoin Trust
-1.21%
-$97,495.27 
TMSL T. Rowe Price Small-Mid Cap ETF
-1.2%
-$5,827.08 
VB Vanguard Small-Cap ETF
-1.19%
-$76,912.63 
JQUA JPMorgan U.S. Quality Factor ETF
-1.18%
-$9,017.12 
XMMO Invesco S&P MidCap Momentum ETF
-1.17%
-$82,793.03 
WCC Wesco International Inc.
-1.12%
-$9,480.9 
VWO Vanguard FTSE Emerging Markets ETF
-1.11%
-$26,027.08 
CGGO Capital Group Global Growth Equity ETF
-1.05%
-$20,348.01 
ALNT Alliant Energy Corporation
-1.04%
-$3,948.64 
PFF iShares Preferred and Income Securities ETF
-1.01%
-$9,482.48 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.01%
-$4,463.86 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1%
-$5,297.43 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1%
-$13,603.48 
TMO Thermo Fisher Scientific Inc.
-0.98%
-$5,622.47 
EES WisdomTree U.S. SmallCap Fund
-0.98%
-$8,708.86 
QCOM QUALCOMM Incorporated
-0.97%
-$2,860.52 
ETHA iShares Ethereum Trust
-0.97%
-$62,483.59 
EMR Emerson Electric Co.
-0.94%
-$5,175.96 
ETHE Grayscale Ethereum Trust ETF
-0.94%
-$39,387.06 
FDX FedEx Corporation
-0.93%
-$2,903.52 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.93%
-$2,311.72 
OEF iShares S&P 100 ETF
-0.93%
-$76,597.68 
SCHB Schwab U.S. Broad Market ETF
-0.93%
-$2,880.35 
IWR iShares Russell Mid-Cap ETF
-0.92%
-$4,281.39 
ISPY ProShares S&P High Income ETF
-0.91%
-$5,324.88 
FMDE Fidelity Enhanced Mid Cap ETF
-0.91%
-$4,733.25 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.88%
-$3,295.96 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.87%
-$9,321.85 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.87%
-$3,118.08 
IWV ISHARES RUSSELL 3000 ETF
-0.86%
-$2,891.7 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.86%
-$25,826.57 
IWB iShares Russell 1000 ETF
-0.85%
-$2,480.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.85%
-$130,361.72 
PTLC Pacer Trendpilot US Large Cap ETF
-0.84%
-$4,629.34 
SPY SPDR S&P 500 ETF Trust
-0.83%
-$310,929.87 
IVV iShares Core S&P 500 ETF
-0.83%
-$96,199.23 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$338,570.71 
DFAU Dimensional US Core Equity Market ETF
-0.8%
-$4,631.65 
SCHX Schwab U.S. Large-Cap ETF
-0.79%
-$5,588.88 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$159,102.15 
VT Vanguard Total World Stock ETF
-0.77%
-$7,323.05 
HTUS Hull Tactical US ETF
-0.77%
-$11,399.46 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.77%
-$58,335.2 
VOO Vanguard S&P 500 ETF
-0.76%
-$90,163.25 
IBM International Business Machines Corporation
-0.76%
-$5,302.92 
MDY SPDR S&P MidCap 400 ETF Trust
-0.75%
-$4,246.12 
GS The Goldman Sachs Group, Inc.
-0.74%
-$8,930.84 
CGUS Capital Group Core Equity ETF
-0.74%
-$7,715.1 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.73%
-$2,957.86 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.72%
-$1,872.87 
ACVF American Conservative Values ETF
-0.7%
-$1,810.89 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.69%
-$5,468.78 
IWN iShares Russell 2000 Value ETF
-0.67%
-$48,221.44 
CGDV Capital Group Dividend Value ETF
-0.66%
-$39,760.5 
MS Morgan Stanley
-0.65%
-$2,240.77 
SPHQ Invesco S&P 500 Quality ETF
-0.65%
-$2,313.85 
URI United Rentals, Inc.
-0.63%
-$3,937.52 
QUAL iShares MSCI USA Quality Factor ETF
-0.63%
-$38,760 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.63%
-$1,698.84 
VO Vanguard Mid-Cap ETF
-0.59%
-$72,437.76 
CGGE Capital Group Global Equity ETF
-0.59%
-$1,559.23 
GILD Gilead Sciences Inc.
-0.59%
-$1,925.1 
UNP Union Pacific Corporation
-0.58%
-$3,102.84 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.57%
-$13,419.06 
CGBL Capital Group Core Balanced ETF
-0.53%
-$7,934.55 
NVDA NVIDIA Corporation
-0.5%
-$237,922.26 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.5%
-$2,006.21 
SLV iShares Silver Trust
-0.49%
-$4,725.4 
VEU Vanguard FTSE All-World ex-US ETF
-0.47%
-$1,831.06 
BUFR FT Vestladder Buffer ETF-USD I
-0.46%
-$9,296 
RDVI FT Vest Rising Dividend Achievers Fund
-0.44%
-$1,315 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.43%
-$20,203.56 
GLDM SPDR Gold MiniShares Trust
-0.43%
-$3,037.74 
IAU iShares Gold Trust
-0.43%
-$16,655.87 
VHT Vanguard Health Care ETF
-0.42%
-$62,129.2 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.42%
-$16,614.97 
IALT iShares Systematic Alternatives Active ETF
-0.42%
-$2,555.37 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.42%
-$12,105.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.39%
-$15,129.73 
MOAT VanEck Morningstar Wide Moat Fund
-0.39%
-$1,323.11 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
-0.38%
-$1,696.14 
GLD SPDR Gold Shares
-0.38%
-$12,798.27 
ITB iShares U.S. Home Construction ETF
-0.38%
-$3,476.55 
RDVY First Trust Rising Dividend Achievers ETF
-0.38%
-$27,723.3 
RSP Invesco S&P 500 Equal Weight ETF
-0.36%
-$95,982.74 
QUS SPDR MSCI USA StrategicFactors ETF
-0.36%
-$1,121.4 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.35%
-$4,857.75 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.34%
-$1,118.18 
CBXJ Calamos Bitcoin ETF
-0.34%
-$1,427.35 
IDMO Invesco S&P International Developed Momentum ETF
-0.33%
-$47,087.04 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.32%
-$2,218.07 
IVEP Dan Ives Wedbush AI Power & Infrastructure ETF
-0.32%
-$1,454.67 
FCX Freeport-McMoRan Inc.
-0.3%
-$2,995.65 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.29%
-$6,186.39 
TLH iShares 10-20 Year Treasury Bond ETF
-0.29%
-$2,520.69 
BNDX Vanguard Total International Bond ETF
-0.29%
-$1,189.76 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.27%
-$2,084.5 
UBS UBS Group AG
-0.26%
-$793.25 
MBB iShares MBS ETF
-0.26%
-$2,765.95 
PYLD PIMCO Multisector Bond Active ETF
-0.26%
-$3,386.76 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.25%
-$1,849.43 
FIW First Trust Water ETF
-0.25%
-$1,046.22 
THYF T. Rowe Price U.S. High Yield ETF
-0.24%
-$495.6 
VFLO VictoryShares Free Cash Flow ETF
-0.24%
-$4,492.47 
FBIN Fortune Brands Innovations Inc.
-0.24%
-$621.77 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$4,733.09 
SBUX Starbucks Corporation
-0.24%
-$1,732.82 
AVUV Avantis U.S. Small Cap Value ETF
-0.23%
-$7,481.6 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.23%
-$7,519.8 
AVLV Avantis U.S. Large Cap Value ETF
-0.23%
-$749.07 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.22%
-$2,534.75 
CGCB Capital Group Core Bond ETF
-0.22%
-$449.62 
ICOP iShares Copper and Metals Mining ETF
-0.21%
-$2,465.1 
CGIC Capital Group International Core Equity ETF
-0.21%
-$982.2 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.21%
-$851.97 
IEF iShares 7-10 Year Treasury Bond ETF
-0.19%
-$33,131 
IWD iShares Russell 1000 Value ETF
-0.19%
-$4,827.84 
HYBL SPDR Blackstone High Income Fund
-0.18%
-$940.9 
CGIE Capital Group International Equity ETF
-0.18%
-$395.39 
FTLS First Trust Long/Short Equity ETF
-0.18%
-$488.97 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.18%
-$7,767.76 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.18%
-$2,563.11 
IAGG iShares International Aggregate Bond Fund
-0.17%
-$871.42 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$2,022.66 
FBND Fidelity Total Bond ETF
-0.16%
-$12,463.78 
UITB VictoryShares Core Intermediate Bond ETF
-0.16%
-$1,636.36 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$13,140.23 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.15%
-$862.12 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.14%
-$1,018.71 
MUB iShares National Muni Bond ETF
-0.14%
-$1,140.86 
MA Mastercard Incorporated
-0.13%
-$555.15 
JEPI JPMorgan Equity Premium Income Fund
-0.13%
-$3,815.7 
RWL Invesco S&P 500 Revenue ETF
-0.13%
-$2,731.22 
FTCB First Trust Core Investment Grade ETF
-0.12%
-$1,345.22 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.11%
-$12,141.02 
XLV Health Care Select Sector SPDR Fund
-0.11%
-$970.8 
VTC Vanguard Total Corporate Bond Fund
-0.11%
-$5,691.6 
IBTL iShares iBonds Dec 2031 Term Fund
-0.1%
-$11,341.26 
BA Boeing Company
-0.08%
-$4,178.85 
EFA iShares MSCI EAFE ETF
-0.08%
-$9,715.36 
FEGE First Eagle Global Equity ETF
-0.08%
-$894.24 
GDX VanEck Gold Miners ETF
-0.07%
-$3,301.02 
PB Prosperity Bancshares Inc.
-0.07%
-$1,701.99 
MMIT NYLI MacKay Muni Intermediate ETF
-0.06%
-$1,482.86 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
-0.06%
-$333.33 
VIG Vanguard Dividend Appreciation ETF
-0.06%
-$6,406.68 
FDVV Fidelity High Dividend ETF
-0.06%
-$366.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.06%
-$3,795.24 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.05%
-$10,437.54 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$528.8 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$2,523.39 
VOOV Vanguard S&P 500 Value ETF
-0.04%
-$1,332.94 
BINC iShares Flexible Income Active ETF
-0.03%
-$1,200.8 
ON ON Semiconductor Corporation
-0.03%
-$70.78 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.02%
-$204.57 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$115.2 
LMBS First Trust Low Duration Opportunities ETF
-0.02%
-$167.47 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$259.87 
BAC Bank of America Corporation
-0.02%
-$281.61 
HALO Halozyme Therapeutics Inc.
-0.01%
-$72.12 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.01%
-$117.09 Events
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Dividends
Dividend Analysis
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| Trades 4252 | Longs Won 2936/4252 69% | Profit Factor 6.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $739,654.73 |
| Average Win $168,228.64 | Best Trade (Oct 15) $29.96M | Sharpe Ratio -50.37 |
| Average Loss -$56,602.42 | Worst Trade (Sep 30) -$4.63M | Z-Score 15.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 3d | Expectancy $98,643.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 77,632 | $15.16M | $26.73M | - | $11.57M | 76.27% | +0.675% |
| ABBV AbbVie Inc. | 2,738 | $554,525.49 | $780,603.8 | - | $226,078.31 | 40.77% | +0.6% |
| ABT Abbott Laboratories | 3,523 | $398,777.5 | $369,175.17 | - | -$29,602.33 | -7.42% | +0.105% |
| ACVF American Conservative Values ETF | 4,689 | $224,716.45 | $257,191.65 | - | $32,475.2 | 14.45% | -0.699% |
| ADI Analog Devices, Inc. | 628 | $154,166.42 | $253,774.8 | - | $99,608.38 | 64.61% | +0.037% |
| AEP American Electric Power Company, Inc. | 1,911 | $223,417.34 | $242,028.15 | - | $18,610.81 | 8.33% | +1.899% |
| AFL Aflac Inc. | 1,905 | $183,068.31 | $226,361.62 | - | $43,293.31 | 23.65% | +0.656% |
| AGG iShares Core U.S. Aggregate Bond ETF | 12,826 | $1.27M | $1.22M | - | -$47,320.46 | -3.73% | -0.165% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 10,367 | $1.04M | $1.03M | - | -$10,078.54 | -0.97% | -1.215% |
| ALNT Alliant Energy Corporation | 3,929 | $179,045.75 | $377,125.06 | - | $198,079.31 | 110.63% | -1.036% |
| AMAT Applied Materials, Inc. | 906 | $454,159.77 | $377,620.8 | - | -$76,538.97 | -16.85% | -3.072% |
| AMD Advanced Micro Devices, Inc. | 21,100 | $3.08M | $11.41M | - | $8.33M | 270.61% | -3.848% |
| AMGN Amgen Inc. | 1,417 | $459,252.48 | $615,856.54 | - | $156,604.06 | 34.1% | +0.136% |
| AMLP Alerian MLP ETF | 28,954 | $1.42M | $1.51M | - | $90,244.22 | 6.34% | +0.713% |
| AMZN Amazon.com Inc | 93,542 | $16.94M | $23.48M | - | $6.54M | 38.59% | -1.456% |
| ANET Arista Networks, Inc. | 1,038 | $211,296 | $185,698.2 | - | -$25,597.8 | -12.11% | -3.6% |
| APH Amphenol Corporation | 4,422 | $119,980.74 | $355,307.7 | - | $235,326.96 | 196.14% | -1.399% |
| ARKB Ark 21Shares Bitcoin ETF | 363,742 | $8.1M | $9.8M | - | $1.7M | 20.93% | -1.228% |
| ARKF Ark Fintech Innovation ETF | 100,682 | $2.82M | $4.62M | - | $1.79M | 63.49% | -2.922% |
| ARKG ARK Genomic Revolution ETF | 7,100 | $172,885 | $335,439.5 | - | $162,554.5 | 94.02% | -4.052% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Joe-Ben O'Banion?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $20.8M, Tesla, Inc - $14.9M, Spotify Technology S.A - $11.43M, NVIDIA Corporation - $10.74M, and Opal Dividend Income ETF - $9.79M. 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: Moderna, Inc - $9.04M, Illumina, Inc - $3.9M, DNA - $2.65M, ChargePoint Holdings, Inc - $2.5M, and CleanSpark, Inc - $1.46M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joe-Ben O'Banion's portfolio generate?
The portfolio generates substantial dividend income, with a total of $50.4M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $5.78M, Opal Dividend Income ETF - $2.79M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.43M, iShares iBonds Dec 2030 Treasury ETF - $1.16M, and Invesco S&P 500 Equal Weight ETF - $1.11M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joe-Ben O'Banion's monthly returns?
Joe-Ben O'Banion's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Joe-Ben O'Banion's strategy be considered aggressive or moderate?
Joe-Ben O'Banion's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Joe-Ben O'Banion's strategy?
Joe-Ben O'Banion's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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