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:
79.41%
Gain -1.45%
Monthly
1.67%
Yearly
21.92%
Drawdown
23.51%
$1.5B
Equity
Holdings
$1.5B
Investment
$1.2B
$434.74M
Profit -$11.34M
Realized
$131.55M
Unrealized
$303.19M
Dividends
$46.67M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.45%
Profit
-$11.34M
Win %
72%
This Week
Compared To Last Week
Gain
-0.001%
Profit
-$19,225.78
Win %
72%
This Month
Compared to last month
Gain
-0.75%
Profit
-$11.34M
Win %
72%
This Year
Compared to last year
Gain
1.13%
Profit
$16.88M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$3.23M 
ETN Eaton Corporation plc
+7.32%
+$34,453.27 
GOOG Alphabet Inc
+6.88%
+$732,122.81 
GOOGL Alphabet Inc
+6.73%
+$730,656.99 
VRT Vertiv Holdings Co
+6.18%
+$36,370.98 
COHR Coherent Corp.
+5.55%
+$15,918.34 
TWLO Twilio Inc.
+3.36%
+$10,364.99 
TT Trane Technologies plc
+3.33%
+$7,555.06 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$11,277.59 
META Meta Platforms Inc Class A
+3.28%
+$195,116.38 
PATH Uipath Inc.
+3.15%
+$35,591.4 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$222,419.04 
MSFT Microsoft Corp.
+3.02%
+$334,452.47 
NVDA NVIDIA Corporation
+2.93%
+$1.25M 
VNOM Viper Energy Inc. Class A Common Stock
+2.65%
+$221,715.4 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$7,287 
CVX Chevron Corporation
+2.35%
+$104,195.04 
BP BP p.l.c. Sponsored ADR
+2.26%
+$8,862 
GLW Corning Incorporated
+2.24%
+$12,710.85 
DVN Devon Energy Corporation
+2.17%
+$5,047.68 
CSCO Cisco Systems, Inc.
+2.14%
+$11,425.86 
LNG Cheniere Energy Inc.
+2.13%
+$15,549.25 
TPL Texas Pacific Land Corporation
+2.11%
+$12,428.35 
RZLV Rezolve AI Ltd.
+2.1%
+$1,366.75 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$12,005.75 
HAL Halliburton Company
+1.93%
+$7,689.66 
PANW Palo Alto Networks, Inc.
+1.89%
+$54,292.2 
ORCL Oracle Corporation
+1.81%
+$21,127.26 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$15,176.2 
FLEX Flex Ltd.
+1.64%
+$2,598.08 
KMI Kinder Morgan, Inc.
+1.64%
+$11,679.2 
SHEL Shell plc
+1.62%
+$5,963.79 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$19,083.27 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$21,604.2 
VZ Verizon Communications Inc.
+1.52%
+$8,855.7 
LMT Lockheed Martin Corporation
+1.5%
+$5,091.7 
MPLX MPLX LP
+1.46%
+$5,586 
ALNT Alliant Energy Corporation
+1.45%
+$4,861.25 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$34,687.57 
PWR Quanta Services Inc.
+1.43%
+$3,339.28 
IHAK iShares Cybersecurity and Tech ETF
+1.43%
+$15,885.65 
GE General Electric Company
+1.42%
+$4,054.18 
SLB Schlumberger Limited
+1.39%
+$26,900.12 
KLAC KLA Corporation
+1.38%
+$4,686.2 
AMPX Amprius Technologies Inc.
+1.37%
+$1,618.11 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$12,985.35 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$83,115.15 
CGUS Capital Group Core Equity ETF
+1.29%
+$12,717.84 
COP ConocoPhillips
+1.22%
+$4,824.15 
WFC Wells Fargo & Company
+1.19%
+$5,565.12 
TMFC Motley Fool 100 Index ETF
+1.19%
+$15,047.76 
HTUS Hull Tactical US ETF
+1.19%
+$10,506.76 
AMAT Applied Materials, Inc.
+1.18%
+$6,372.02 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$3,214.8 
VUG Vanguard Growth ETF
+1.1%
+$211,785.18 
NOW ServiceNow, Inc.
+1.05%
+$60,372.2 
NBIS Nebius Group N.V.
+1.05%
+$3,771.92 
VDE Vanguard Energy ETF
+1.02%
+$4,341.61 
XLE Energy Select Sector SPDR Fund
+1%
+$38,455.61 
DOCU DocuSign Inc.
+0.99%
+$9,660.6 
URI United Rentals, Inc.
+0.99%
+$6,441.79 
IVES Amplify Bloomberg AI Value Chain ETF
+0.98%
+$46,080.43 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.97%
+$2,699.76 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$22,048.32 
OEF iShares S&P 100 ETF
+0.95%
+$51,626.5 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$3,258.11 
UNP Union Pacific Corporation
+0.92%
+$4,675.19 
AMLP Alerian MLP ETF
+0.89%
+$20,048.35 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$4,433.76 
IBM International Business Machines Corporation
+0.86%
+$6,010.71 
PWB Invesco Large Cap Growth ETF
+0.86%
+$23,107.5 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$231,962.01 
GEV GE Vernova Inc.
+0.85%
+$3,324 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$4,574.29 
MCD McDonald's Corporation
+0.82%
+$2,915.01 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$4,023.75 
EMR Emerson Electric Co.
+0.79%
+$3,850.37 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$20,952.49 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$5,149.96 
TSLA Tesla, Inc.
+0.76%
+$395,442.97 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$21,954.52 
PTLC Pacer Trendpilot US Large Cap ETF
+0.74%
+$3,749.6 
ISPY ProShares S&P High Income ETF
+0.73%
+$4,381.65 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$80,265.49 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$241,540.19 
VOO Vanguard S&P 500 ETF
+0.71%
+$64,167.11 
CAT Caterpillar Inc.
+0.7%
+$14,900.73 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$17,846.06 
IVV iShares Core S&P 500 ETF
+0.69%
+$70,927.36 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,507.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$30,395.03 
QTUM Defiance Quantum ETF
+0.67%
+$1,321.64 
PLTR Palantir Technologies Inc.
+0.65%
+$70,903.02 
CGGR Capital Group Growth ETF
+0.65%
+$3,067.62 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$58,590.24 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,989.08 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$1,412.83 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,706.57 
IWB iShares Russell 1000 ETF
+0.64%
+$1,775.05 
CGDV Capital Group Dividend Value ETF
+0.63%
+$36,290.46 
OZK Bank OZK
+0.61%
+$1,201.25 
ARTY iShares Future AI & Tech ETF
+0.6%
+$2,775.6 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,773.78 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$1,997.52 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,808.05 
RJF Raymond James Financial Inc.
+0.58%
+$2,490.66 
MO Altria Group, Inc.
+0.57%
+$3,955.38 
APH Amphenol Corporation
+0.55%
+$2,144.54 
ACVF American Conservative Values ETF
+0.55%
+$1,381.78 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$4,636.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$68,689.58 
STX Seagate Technology Holdings plc
+0.52%
+$4,761.51 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$14,152.17 
BBEM JPMorgan BetaBuilders Emerging Markets Equity Fund
+0.49%
+$1,584 
SBR Sabine Royalty Trust
+0.48%
+$1,473.84 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$9,185.99 
IYW iShares U.S. Technology ETF
+0.46%
+$2,760.44 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.45%
+$26,719.63 
IWD iShares Russell 1000 Value ETF
+0.44%
+$10,395.15 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.43%
+$1,833.67 
RKLB Rocket Lab Corporation
+0.42%
+$2,006.1 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$8,178 
CASY Casey's General Stores Inc.
+0.4%
+$1,687 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$1,123.7 
RTX RTX Corporation
+0.39%
+$3,743.88 
VLO Valero Energy Corporation
+0.38%
+$1,109.08 
CGGE Capital Group Global Equity ETF
+0.37%
+$1,026.35 
AVGO Broadcom Inc.
+0.37%
+$45,057.6 
PG Procter & Gamble Co
+0.37%
+$1,610.67 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$130,808.22 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$22,749.32 
BAC Bank of America Corporation
+0.36%
+$6,357.34 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$9,976.33 
QUS SPDR MSCI USA StrategicFactors ETF
+0.33%
+$1,021.16 
MRK Merck & Co., Inc.
+0.32%
+$896.28 
PCT PureCycle Technologies, Inc.
+0.32%
+$6,179.1 
SMH VanEck Semiconductor ETF
+0.3%
+$2,092.93 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$1,114.79 
JPM JPMorgan Chase & Co.
+0.27%
+$17,113.64 
VT Vanguard Total World Stock ETF
+0.26%
+$2,252.95 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$3,143.16 
WCC Wesco International Inc.
+0.24%
+$1,993.37 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$943.69 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$16,583.35 
SO The Southern Company
+0.21%
+$960.4 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$10,318.04 
JNJ Johnson & Johnson
+0.21%
+$3,711.06 
FIW First Trust Water ETF
+0.2%
+$980.1 
ADI Analog Devices, Inc.
+0.2%
+$493.57 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$3,272.62 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$1,033.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$10,689.87 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$11,642.46 
T AT&T Inc.
+0.17%
+$858.36 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$459.95 
MS Morgan Stanley
+0.17%
+$637.56 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$638.74 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$463.32 
DELL Dell Technologies Inc.
+0.14%
+$2,931.04 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$5,562.8 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.11%
+$600.82 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$14,257.38 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$927.45 
C Citigroup Inc.
+0.1%
+$991.82 
WM Waste Management, Inc.
+0.1%
+$2,634.72 
AFL Aflac Inc.
+0.09%
+$229.8 
WMT Walmart Inc.
+0.09%
+$1,193.42 
ABT Abbott Laboratories
+0.09%
+$318.06 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$621.42 
FEGE First Eagle Global Equity ETF
+0.08%
+$876.04 
IBMO iShares iBonds Dec 2026 Term ETF
+0.08%
+$999.44 
SOXX iShares Semiconductor ETF
+0.07%
+$306.01 
PB Prosperity Bancshares Inc.
+0.07%
+$1,891.1 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$14,448.77 
AEP American Electric Power Company, Inc.
+0.06%
+$138.95 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$1,011.76 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$992.85 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$191.07 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,622.07 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$224.12 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$52.4 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$11,200.96 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$190.7 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$4,128.04 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$41.55 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$30.87 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$21.58 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 KHPI
KHPI
0%
$0 H591
H5919C104
0%
$0 G200
G2004J103
0%
$0 CBTA
CBTA
0%
$0 
RBLX Roblox Corporation
-26.85%
-$97,737.46 
FRMI Fermi Inc.
-15.45%
-$771,033.12 
COIN Coinbase Global, Inc.
-10.59%
-$236,643.3 
AAPL Apple Inc.
-7.35%
-$1.82M 
MU Micron Technology, Inc.
-5.9%
-$136,870.97 
CORZ Core Scientific, Inc.
-5%
-$34,615.13 
U Unity Software Inc.
-4.89%
-$14,614.58 
MSTR Strategy Inc.
-4.56%
-$139,847.76 
SPOT Spotify Technology S.A.
-4.34%
-$142,730.26 
SHOP Shopify Inc.
-4.29%
-$53,140.5 
GDX VanEck Gold Miners ETF
-3.49%
-$143,254.15 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$63,853.4 
ETHA iShares Ethereum Trust
-3.03%
-$158,157.12 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$99,324.16 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$12,631.2 
XBI SPDR S&P Biotech ETF
-2.94%
-$22,321.28 
ARKB Ark 21Shares Bitcoin ETF
-2.93%
-$232,160.04 
IBIT iShares Bitcoin Trust
-2.89%
-$186,183.7 
CRWV CoreWeave, Inc.
-2.88%
-$13,638.39 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$6,545.24 
INV Innventure Inc.
-2.72%
-$31,022.1 
RKT Rocket Companies, Inc. Class A
-2.71%
-$16,544.88 
QCOM QUALCOMM Incorporated
-2.63%
-$7,094.24 
ON ON Semiconductor Corporation
-2.54%
-$9,246.33 
ABBV AbbVie Inc.
-2.51%
-$17,624.28 
KBH KB Home
-2.45%
-$4,491.9 
ARKK ARK Innovation ETF Fund
-2.28%
-$238,712.98 
PCG PG&E Corporation
-2.25%
-$15,835.6 
BA Boeing Company
-2.15%
-$128,281.73 
SLV iShares Silver Trust
-2.13%
-$21,808.2 
ARKF Ark Fintech Innovation ETF
-2.1%
-$86,950.75 
CCJ Cameco Corporation
-2.1%
-$32,275.1 
WSM Williams-Sonoma, Inc.
-2%
-$4,166.05 
NFLX Netflix, Inc.
-2%
-$16,373.9 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$6,670.9 
AMD Advanced Micro Devices, Inc.
-1.9%
-$204,075.08 
IBB iShares Biotechnology ETF
-1.87%
-$12,474.74 
ARKG ARK Genomic Revolution ETF
-1.78%
-$5,845 
IFLO VictoryShares International Free Cash Flow ETF
-1.73%
-$27,585.87 
PINS Pinterest, Inc. Class A
-1.72%
-$4,273.08 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$13,078 
UNH UnitedHealth Group Incorporated
-1.68%
-$58,582.1 
SNOW Snowflake Inc.
-1.62%
-$25,835.25 
LRCX Lam Research Corporation
-1.58%
-$5,047.81 
NET Cloudflare Inc.
-1.56%
-$38,040.66 
GLD SPDR Gold Shares
-1.49%
-$44,336.1 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$7,890.89 
IAU iShares Gold Trust
-1.46%
-$50,942.66 
RL Ralph Lauren Corporation
-1.44%
-$5,920.91 
CBTJ Calamos Bitcoin 80 P ETF
-1.43%
-$2,670.87 
ICOP iShares Copper and Metals Mining ETF
-1.4%
-$16,668.67 
NKE Nike, Inc. - Class B
-1.37%
-$6,445.54 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$13,374.2 
FCX Freeport-McMoRan Inc.
-1.28%
-$11,611.35 
JOBY Joby Aviation, Inc.
-1.24%
-$1,558.8 
MDLZ Mondelez International, Inc.
-1.22%
-$3,092.33 
UBS UBS Group AG
-1.22%
-$4,225.65 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$3,920.1 
TJX The TJX Companies, Inc.
-1.21%
-$3,849.58 
ITB iShares U.S. Home Construction ETF
-1.18%
-$11,201.69 
RXST RxSight Inc.
-1.15%
-$4,295.48 
NEE NextEra Energy, Inc.
-1.15%
-$4,610.65 
DE Deere & Company
-1.13%
-$3,216.4 
RCL Royal Caribbean Group
-1.13%
-$3,694.61 
TXN Texas Instruments Inc
-1.08%
-$4,499.83 
LOW Lowe's Companies Inc.
-1.08%
-$5,867.96 
MCK McKesson Corporation
-1.08%
-$21,286.9 
CRH CRH plc
-1.03%
-$11,307.76 
INTC Intel Corporation
-1.02%
-$5,826.45 
KO The Coca-Cola Company
-1.02%
-$6,650.1 
XOM Exxon Mobil Corporation
-0.97%
-$60,733.35 
TEM Tempus AI, Inc.
-0.95%
-$24,145.8 
FEOE First Eagle Overseas Equity ETF
-0.93%
-$10,339.16 
HALO Halozyme Therapeutics Inc.
-0.91%
-$3,654.08 
GILD Gilead Sciences Inc.
-0.81%
-$2,577.61 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$11,922.39 
CBXJ Calamos Bitcoin ETF
-0.79%
-$2,861.52 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$7,243.78 
PYPL PayPal Holdings Inc
-0.76%
-$8,968.08 
VHT Vanguard Health Care ETF
-0.76%
-$103,706.02 
MA Mastercard Incorporated
-0.74%
-$2,188.75 
BLK BlackRock, Inc.
-0.73%
-$2,082.78 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$5,676.82 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$13,346.4 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$52,061.09 
DASH DoorDash, Inc.
-0.69%
-$14,243.89 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$15,064.76 
DUK Duke Energy Corporation
-0.67%
-$3,006.36 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$19,611.35 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$5,852.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$41,444.72 
CGCB Capital Group Core Bond ETF
-0.66%
-$1,382.27 
WPC W. P. Carey Inc.
-0.65%
-$1,403.05 
AMGN Amgen Inc.
-0.64%
-$3,444.73 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$1,543.87 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$24,610.32 
GS The Goldman Sachs Group, Inc.
-0.63%
-$8,482.31 
EFA iShares MSCI EAFE ETF
-0.62%
-$77,470.14 
PM Philip Morris International Inc.
-0.61%
-$11,087.19 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$4,494.01 
BUZZ VanEck Social Sentiment ETF
-0.57%
-$1,382.25 
SBUX Starbucks Corporation
-0.57%
-$4,561.8 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$4,872.96 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$1,613.86 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$73,900.56 
VNQ Vanguard Real Estate ETF
-0.54%
-$12,965.4 
COF Capital One Financial Corporation
-0.54%
-$1,567.32 
LMND Lemonade Inc.
-0.54%
-$1,645.28 
LLY Eli Lilly and Company
-0.53%
-$5,535.39 
CGIC Capital Group International Core Equity ETF
-0.53%
-$2,469.62 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$7,265.94 
FTCS First Trust Capital Strength ETF
-0.51%
-$5,409.06 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,331.88 
HTAX Macquarie National High-Yield Municipal Bond ETF
-0.49%
-$1,652.4 
IWM iShares Russell 2000 ETF
-0.47%
-$190,592.65 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,682.8 
SPG Simon Property Group, Inc.
-0.46%
-$2,281.24 
PEP PepsiCo, Inc.
-0.46%
-$2,041.6 
DIVZ Opal Dividend Income ETF
-0.45%
-$69,326.25 
DVY iShares Select Dividend ETF
-0.45%
-$6,419.34 
MHF Western Asset Municipal High Income Fund
-0.44%
-$13,737.39 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,511.66 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$1,616 
HD The Home Depot, Inc.
-0.42%
-$17,468.38 
MELI MercadoLibre, Inc.
-0.41%
-$2,287.33 
MBB iShares MBS ETF
-0.4%
-$4,619.08 
MMU Western Asset Managed Municipals Fund
-0.4%
-$1,956.32 
VGT Vanguard Information Technology ETF
-0.38%
-$56,083.61 
AXP American Express Company
-0.38%
-$1,496.05 
FDX FedEx Corporation
-0.37%
-$1,184.5 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$39,400.21 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$1,069.54 
JDVI John Hancock Disciplined Value International Select ETF
-0.35%
-$1,295.48 
MBSD FlexShares Disciplined Duration MBS Index Fund
-0.34%
-$14,769.73 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$761.6 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$7,312 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$12,027.6 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$716.57 
CEG Constellation Energy Corporation
-0.31%
-$3,463.56 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$631.12 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$42,700.14 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$11,463.92 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,026.08 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$13,503.92 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$51,627.68 
INCM Franklin Income Focus ETF
-0.27%
-$574 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$15,264.81 
FBND Fidelity Total Bond ETF
-0.27%
-$18,783.24 
VTV Vanguard Value ETF
-0.27%
-$38,557.03 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.26%
-$1,153 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$23,722.83 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.26%
-$571.09 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$3,184.25 
UITB VictoryShares Core Intermediate Bond ETF
-0.25%
-$2,436 
IWN iShares Russell 2000 Value ETF
-0.25%
-$18,657.52 
COST Costco Wholesale Corporation
-0.24%
-$2,585.49 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$958.23 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$497.27 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$72,759.36 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$9,461.8 
VB Vanguard Small-Cap ETF
-0.22%
-$22,905.93 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$7,107.45 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$856.08 
AUSF Global X Adaptive U.S. Factor ETF
-0.21%
-$14,010.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$6,659.1 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$5,479.85 
MEDP Medpace Holdings Inc.
-0.21%
-$495.04 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.2%
-$20,212.17 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.2%
-$566.28 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$588.48 
VTC Vanguard Total Corporate Bond Fund
-0.2%
-$10,644.12 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$2,326.9 
IBTL iShares iBonds Dec 2031 Term Fund
-0.19%
-$37,437.91 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$47,289.29 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$2,105.91 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.15%
-$41,214.12 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,467.52 
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$1,386.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$5,343.48 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$780.38 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.12%
-$1,610.58 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$1,301.58 
MUB iShares National Muni Bond ETF
-0.11%
-$978 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$44,468.08 
XLF Financial Select Sector SPDR Fund
-0.1%
-$559.14 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$438.2 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$1,989.64 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$290.64 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$296.04 
BINC iShares Flexible Income Active ETF
-0.08%
-$3,218.6 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$225.25 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$3,645.65 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.06%
-$1,515.48 
ROKU Roku, Inc.
-0.06%
-$802.9 
CGBL Capital Group Core Balanced ETF
-0.05%
-$825.54 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$5,236.46 
VO Vanguard Mid-Cap ETF
-0.05%
-$5,922.72 
HOOD Robinhood Markets, Inc.
-0.05%
-$377.08 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$660.3 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$3,981.59 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$279.32 
V Visa Inc. Class A
-0.04%
-$560.1 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$475.72 
CGIE Capital Group International Equity ETF
-0.03%
-$68.93 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$6,031.81 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$609.82 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$46.25 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$129.67 
UBER Uber Technologies, Inc.
-0.01%
-$223.43 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$120.6 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3847 | Longs Won 2721/3847 70% | Profit Factor 7.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $786,745.61 |
| Average Win $183,629.2 | Best Trade (Aug 28) $31.46M | Sharpe Ratio -11.75 |
| Average Loss -$57,650.03 | Worst Trade (Sep 30) -$4.63M | Z-Score 11.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 3d | Expectancy $113,007.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 74,173 | $14.01M | $22.91M | - | $8.9M | 63.52% | -7.354% |
| ABBV AbbVie Inc. | 2,724 | $550,862.99 | $683,560.56 | - | $132,697.57 | 24.09% | -2.513% |
| ABT Abbott Laboratories | 3,534 | $400,027.68 | $373,543.8 | - | -$26,483.88 | -6.62% | +0.085% |
| ACVF American Conservative Values ETF | 4,684 | $224,444.37 | $252,940.68 | - | $28,496.31 | 12.7% | +0.549% |
| ADI Analog Devices, Inc. | 667 | $162,627.19 | $245,062.47 | - | $82,435.28 | 50.69% | +0.202% |
| AEP American Electric Power Company, Inc. | 1,985 | $231,951.69 | $253,782.25 | - | $21,830.56 | 9.41% | +0.055% |
| AFL Aflac Inc. | 1,915 | $183,926.84 | $244,124.2 | - | $60,197.36 | 32.73% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 12,737 | $1.26M | $1.24M | - | -$20,410.91 | -1.62% | -0.256% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 10,428 | $1.04M | $1.22M | - | $176,218.64 | 16.87% | +1.588% |
| ALNT Alliant Energy Corporation | 3,889 | $174,581.75 | $340,131.94 | - | $165,550.19 | 94.83% | +1.45% |
| AMAT Applied Materials, Inc. | 1,080 | $513,662.06 | $548,283.61 | - | $34,621.55 | 6.74% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 22,086 | $3.17M | $10.52M | - | $7.34M | 231.28% | -1.904% |
| AMGN Amgen Inc. | 1,389 | $447,446.3 | $534,987.24 | - | $87,540.94 | 19.56% | -0.64% |
| AMLP Alerian MLP ETF | 40,915 | $2M | $2.26M | - | $266,579.19 | 13.35% | +0.894% |
| AMPX Amprius Technologies Inc. | 12,447 | $270,597.78 | $119,491.2 | - | -$151,106.58 | -55.84% | +1.373% |
| AMZN Amazon.com Inc | 89,575 | $15.96M | $24.33M | - | $8.37M | 52.46% | +15.321% |
| APH Amphenol Corporation | 4,874 | $251,464.15 | $391,625.9 | - | $140,161.75 | 55.74% | +0.551% |
| APP AppLovin Corporation Class A Common Stock | 837 | $422,556.84 | $331,368.29 | - | -$91,188.55 | -21.58% | -1.973% |
| ARKB Ark 21Shares Bitcoin ETF | 368,508 | $8.21M | $7.68M | - | -$531,012.62 | -6.46% | -2.933% |
| ARKF Ark Fintech Innovation ETF | 102,295 | $2.87M | $4.06M | - | $1.19M | 41.42% | -2.099% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $14.83M, Spotify Technology S.A - $11.41M, NVIDIA Corporation - $10.22M, 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 $46.67M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $5.39M, Opal Dividend Income ETF - $2.79M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.42M, iShares iBonds Dec 2030 Treasury ETF - $1.07M, and Invesco S&P 500 Equal Weight ETF - $1.01M. 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.
