Benj Foor Portfolio
Invests via Frazier Financial Advisors, LLC | Managed by Benj Foor, Josh Frazier, Colin White
Invests via Frazier Financial Advisors, LLC
Managed by Benj Foor, Josh Frazier, Colin White
Automatically Tracked
Benj Foor Profile
Early-stage venture investor and former startup operator focused on SaaS, developer tools and platform businesses, Benj Foor brings product and engineering experience to sourcing and scaling seed-to-Series A companies. He evaluates market-leading founders, unit economics and go-to-market execution, and often advises on technical hires and product strategy. Active in angel rounds and syndicates, he blends hands-on operating support with capital allocation to growth-stage technology businesses.
Early-stage venture investor and former startup operator focused on SaaS, developer tools and platform businesses, Benj Foor brings product and engineering experience to sourcing and scaling seed-to-Series A companies. He evaluates market-leading founders, unit economics and go-to-market execution, and often advises on technical hires and product strategy. Active in angel rounds and syndicates, he blends hands-on operating support with capital allocation to growth-stage technology businesses.
Investment Philosophy & Strategy
Focuses on early-stage technology investments with a product-led, founder-first orientation—prioritizing SaaS, developer tools, and platform businesses with clear unit economics and scalable go-to-market motion. Deploys capital across angel and seed-to‑Series A rounds, combining conviction-sized bets with active operational support to accelerate hiring, product roadmap, and technical execution. Time horizon is growth-biased, seeking durable category positions; risk is managed through concentrated, thesis-driven portfolio construction, hands-on mentorship, and rapid follow-on allocations for companies demonstrating traction.
Focuses on early-stage technology investments with a product-led, founder-first orientation—prioritizing SaaS, developer tools, and platform businesses with clear unit economics and scalable go-to-market motion. Deploys capital across angel and seed-to‑Series A rounds, combining conviction-sized bets with active operational support to accelerate hiring, product roadmap, and technical execution. Time horizon is growth-biased, seeking durable category positions; risk is managed through concentrated, thesis-driven portfolio construction, hands-on mentorship, and rapid follow-on allocations for companies demonstrating traction.
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:
42.75%
Gain -0.48%
Monthly
1.12%
Yearly
14.27%
Drawdown
16.51%
$201.25M
Equity
Holdings
$201.25M
Investment
$164.78M
$49.68M
Profit -$810,768.84
Realized
$13.21M
Unrealized
$36.47M
Dividends
$6.92M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$810,768.84
Win %
75%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$1.97M
Win %
75%
This Month
Compared to last month
Gain
-0.4%
Profit
-$810,768.84
Win %
75%
This Year
Compared to last year
Gain
1.69%
Profit
$3.35M
Win %
73%
MICC The Magnum Ice Cream Company N.V.
+16.45%
+$263.24 
MPC Marathon Petroleum Corporation
+7.42%
+$3,118.92 
SPOT Spotify Technology S.A.
+4.85%
+$710.4 
DOW Dow Inc.
+4.23%
+$79.36 
SNDA Sonida Senior Living Inc.
+4.19%
+$294.06 
ISRG Intuitive Surgical, Inc.
+3.85%
+$247.69 
NEM Newmont Corporation
+3.79%
+$171.2 
QGEN QIAGEN N.V.
+3.66%
+$1.55 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+3.36%
+$4.06 
ZTS Zoetis Inc.
+2.99%
+$266.91 
FTNT Fortinet Inc.
+2.86%
+$3,112.17 
MDT Medtronic plc
+2.58%
+$1,215 
CASY Casey's General Stores Inc.
+2.46%
+$533.26 
GCC WisdomTree Enhanced Commodity Strategy Fund
+2.36%
+$2,047.4 
DHR Danaher Corporation
+2.25%
+$557.81 
WMB The Williams Companies, Inc.
+2.06%
+$342.2 
NOW ServiceNow, Inc.
+2.05%
+$102.4 
SYK Stryker Corporation
+2%
+$501.72 
CLF Cleveland-Cliffs Inc.
+1.88%
+$141.22 
MRK Merck & Co., Inc.
+1.82%
+$453.96 
CAMT Camtek Ltd.
+1.77%
+$110 
NGL NGL Energy Partners L.P.
+1.6%
+$1,350 
ANET Arista Networks, Inc.
+1.51%
+$3,340.2 
ACN Accenture plc Class A
+1.44%
+$27,569.41 
FCX Freeport-McMoRan Inc.
+1.28%
+$89 
SNOW Snowflake Inc.
+1.27%
+$79.99 
MCK McKesson Corporation
+1.18%
+$1,430.31 
NOC Northrop Grumman Corporation
+1.1%
+$283.95 
GLD SPDR Gold Shares
+1.02%
+$1,172.16 
AMP Ameriprise Financial, Inc.
+1%
+$183.15 
GIS General Mills, Inc.
+1%
+$14.8 
GOOGL Alphabet Inc
+0.91%
+$6,079.38 
ABT Abbott Laboratories
+0.75%
+$21,961.53 
WMT Walmart Inc.
+0.72%
+$2,354.67 
XYL Xylem Inc.
+0.72%
+$92.22 
TSLA Tesla, Inc.
+0.7%
+$1,515.71 
WEX Wex Inc.
+0.66%
+$52.89 
JPM JPMorgan Chase & Co.
+0.64%
+$14,078.6 
COST Costco Wholesale Corporation
+0.52%
+$379.61 
RTX RTX Corporation
+0.49%
+$501.4 
GDDY Godaddy Inc.
+0.46%
+$54.6 
FLG Flagstar Bank, National Association
+0.43%
+$238.14 
RELX Relx PLC Sponsored ADR
+0.28%
+$47.8 
EES WisdomTree U.S. SmallCap Fund
+0.27%
+$190.92 
DLS WisdomTree International SmallCap Dividend Fund
+0.24%
+$527.94 
PLUG Plug Power Inc.
+0.23%
+$0.36 
GWX SPDR S&P International Small Cap ETF
+0.21%
+$11.3 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.2%
+$10.74 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+0.19%
+$4.46 
BMY Bristol-Myers Squibb Company
+0.18%
+$105.96 
ICE Intercontinental Exchange, Inc.
+0.16%
+$33.12 
SAR Saratoga Investment Corp.
+0.15%
+$0.3 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.13%
+$109.69 
CRH CRH plc
+0.12%
+$8.88 
TSLX Sixth Street Specialty Lending Inc.
+0.1%
+$96.28 
FROG JFrog Ltd
+0.1%
+$90 
BLOK Amplify Transformational Data Sharing ETF
+0.1%
+$7.85 
EME EMCOR Group, Inc.
+0.1%
+$14.82 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.09%
+$92.43 
TFII TFI International Inc.
+0.09%
+$6.84 
CHH Choice Hotels International Inc.
+0.08%
+$5.31 
PLMR Palomar Holdings Inc.
+0.08%
+$44 
VITL Vital Farms Inc.
+0.08%
+$22.91 
WWD Woodward Inc.
+0.08%
+$8.12 
AYI Acuity Brands Inc.
+0.07%
+$7.28 
VOYG Voyager Technologies, Inc.
+0.07%
+$0.27 
SEI Solaris Energy Infrastructure Inc.
+0.07%
+$4.48 
EPD Enterprise Products Partners L.P.
+0.07%
+$12.72 
TCOM Trip.com Group Limited American Depositary Receipt
+0.07%
+$3 
MUSA Murphy USA Inc.
+0.06%
+$2.31 
VRTX Vertex Pharmaceuticals Incorporated
+0.06%
+$8.99 
NVT nVent Electric plc
+0.06%
+$18.9 
CPER United States Copper Index Fund
+0.05%
+$0.28 
VBK Vanguard Small-Cap Growth ETF
+0.05%
+$8.5 
SNY Sanofi American Depositary Receipt
+0.05%
+$11.02 
CGCP Capital Group Core Plus Income ETF
+0.04%
+$126.91 
PKG Packaging Corporation of America
+0.04%
+$2.53 
TEM Tempus AI, Inc.
+0.04%
+$0.2 
CGMU Capital Group Municipal Income ETF
+0.04%
+$155.25 
XLF Financial Select Sector SPDR Fund
+0.04%
+$39.3 
EPP iShares MSCI Pacific ex Japan ETF
+0.03%
+$5.26 
CEG Constellation Energy Corporation
+0.03%
+$6.84 
PAYC Paycom Software, Inc.
+0.03%
+$0.28 
AMAT Applied Materials, Inc.
+0.03%
+$132.46 
CMG Chipotle Mexican Grill, Inc.
+0.03%
+$10.82 
BMI Badger Meter Inc.
+0.03%
+$8 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.03%
+$15.84 
CACI Caci International Inc.
+0.03%
+$4.86 
CINF Cincinnati Financial Corporation
+0.03%
+$30.5 
WAT Waters Corporation
+0.03%
+$3.3 
IWR iShares Russell Mid-Cap ETF
+0.03%
+$9.42 
AXP American Express Company
+0.03%
+$8.91 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.03%
+$4.28 
DFAE Dimensional Emerging Core Equity Market ETF
+0.03%
+$1.32 
AMD Advanced Micro Devices, Inc.
+0.03%
+$56.77 
ET Energy Transfer L.P.
+0.03%
+$6.17 
FHLC Fidelity MSCI Health Care Index ETF
+0.03%
+$2.66 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$4.82 
ATR AptarGroup, Inc.
+0.02%
+$2.37 
MAR Marriott International Inc. - Class A
+0.02%
+$3.22 
T AT&T Inc.
+0.02%
+$9.27 
WELL Welltower Inc.
+0.02%
+$9.45 
HAUZ Xtrackers International Real Estate ETF
+0.02%
+$0.09 
BAH Booz Allen Hamilton Holding Corporation
+0.02%
+$1.18 
BSX Boston Scientific Corporation
+0.02%
+$4.06 
MSTR Strategy Inc.
+0.02%
+$0.9 
WH Wyndham Hotels & Resorts, Inc.
+0.02%
+$0.45 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.02%
+$115.08 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.02%
+$59.81 
IDXX IDEXX Laboratories, Inc.
+0.02%
+$1.1 
PGR Progressive Corporation
+0.02%
+$2 
UBS UBS Group AG
+0.02%
+$1.83 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$0.75 
SMH VanEck Semiconductor ETF
+0.02%
+$7.17 
ARMK Aramark
+0.02%
+$2.74 
SNN Smith & Nephew plc ADR
+0.02%
+$6.78 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$5.42 
AEP American Electric Power Company, Inc.
+0.02%
+$29.98 
BJ BJ's Wholesale Club Holdings, Inc.
+0.02%
+$1.59 
CAVA Cava Group Inc.
+0.02%
+$0.08 
KTOS Kratos Defense & Security Solutions, Inc.
+0.02%
+$5.47 
MKL Markel Group Inc.
+0.02%
+$2.1 
TRP TC Energy Corporation
+0.02%
+$3.56 
HEI.A Heico Corporation
+0.01%
+$4.24 
VIS Vanguard Industrials ETF
+0.01%
+$0.21 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$13.99 
IHG Intercontinental Hotels Group PLC ADR
+0.01%
+$3.96 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.01%
+$1.54 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.01%
+$7.21 
DUK Duke Energy Corporation
+0.01%
+$5.52 
NI NiSource Inc.
+0.01%
+$18.25 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.01%
+$23.73 
IWD iShares Russell 1000 Value ETF
+0.01%
+$19.86 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$20.06 
SO The Southern Company
+0.01%
+$3.28 
COPX Global X Copper Miners ETF
+0.01%
+$1.79 
VGK Vanguard FTSE Europe ETF
+0.01%
+$21.84 
XLRE The Real Estate Select Sector SPDR Fund
+0.01%
+$0.21 
PRKS United Parks & Resorts Inc.
+0.01%
+$0.08 
P Everpure Inc.
+0.01%
+$1.1 
ELV Elevance Health, Inc.
+0.01%
+$0.04 
HSBC HSBC Holdings plc Sponsored ADR
+0.01%
+$4.15 
ZM Zoom Video Communications, Inc.
+0.01%
+$0.05 
CVLC Calvert US Large Cap Core Responsible Index Fund
+0.01%
+$1 
VNQ Vanguard Real Estate ETF
+0.01%
+$0.61 
OXY Occidental Petroleum Corporation
+0.01%
+$0.23 
PFG Principal Financial Group, Inc.
+0.01%
+$2.08 
JEPI JPMorgan Equity Premium Income Fund
+0.01%
+$0.09 
KEX Kirby Corporation
+0.01%
+$0.86 
PRU Prudential Financial, Inc.
+0.01%
+$0.82 
TTWO Take-Two Interactive Software, Inc.
+0.01%
+$0.14 
IVV iShares Core S&P 500 ETF
+0.01%
+$75.18 
ADP Automatic Data Processing Inc.
+0.01%
+$0.46 
AMGN Amgen Inc.
+0.01%
+$3.66 
APD Air Products and Chemicals, Inc.
+0.01%
+$0.56 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$11.5 
TRV The Travelers Companies, Inc.
+0.01%
+$10.7 
VST Vistra Corp
+0.01%
+$0.04 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$0.17 
VTV Vanguard Value ETF
+0.01%
+$3.08 
COR Cencora, Inc.
+0.01%
+$0.64 
NVS Novartis AG Sponsored ADR
+0.01%
+$2 
QCOM QUALCOMM Incorporated
+0.01%
+$1.74 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$2.2 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$16.55 
BNTX BioNTech SE
+0.01%
+$1.31 
CAT Caterpillar Inc.
+0.01%
+$2.16 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$2.25 
MUB iShares National Muni Bond ETF
+0.01%
+$2.12 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$2.5 
VOE Vanguard Mid-Cap Value ETF
+0.01%
+$5.69 
AME Ametek Inc.
0%
+$1.03 
FSLR First Solar, Inc.
0%
+$0.03 
SJM The J.M. Smucker Company
0%
+$1.04 
TWLO Twilio Inc.
0%
+$0.06 
IVE ISHARES S&P 500 VALUE ETF
0%
+$1.11 
GRMN Garmin Ltd.
0%
+$0.54 
MCD McDonald's Corporation
0%
+$3.24 
SNPS Synopsys, Inc.
0%
+$0.25 
PNQI Invesco NASDAQ Internet ETF
0%
+$0.03 
BLK BlackRock, Inc.
0%
+$0.16 
PDP Invesco Dorsey Wright Momentum ETF
0%
+$0.24 
ENDW Cambria Endowment Style ETF
0%
+$3.34 
A Agilent Technologies Inc.
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
BAX Baxter International Inc.
0%
$0 
BEIGF BeiGene Ltd.
0%
$0 
BFH Bread Financial Holdings Inc.
0%
$0 
BHP BHP Group Ltd.
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
CB Chubb Limited
0%
$0 
CMCSA Comcast Corp
0%
$0 
COP ConocoPhillips
0%
$0 
CPRT Copart Inc.
0%
$0 
CSL Carlisle Companies Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
F Ford Motor Company
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FMNB Farmers National Banc Corp.
0%
$0 
FTRE Fortrea Holdings Inc.
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
$0 
ICHR Ichor Holdings Ltd.
0%
$0 
INTC Intel Corporation
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
JLL Jones Lang LaSalle Inc.
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
KEY KeyCorp
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LOAN Manhattan Bridge Capital Inc.
0%
$0 
LSTR Landstar System Inc.
0%
$0 
MET MetLife Inc.
0%
$0 
MRNA Moderna, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NNDM Nano Dimension Ltd.
0%
$0 
OFIX Orthofix Medical Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OKTA Okta Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
PDD PDD Holdings Inc. American Depositary Shares
0%
$0 
PPG PPG Industries Inc.
0%
$0 
REAX Real Brokerage Inc.
0%
$0 
RIG Transocean Ltd.
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
ROOT Root, Inc. Class A Common Stock
0%
$0 
RPM RPM International Inc.
0%
$0 
RYAAY Ryanair Holdings plc American Depositary Receipt
0%
$0 
SEIC SEI Investments Company
0%
$0 
SOLS Sollensys Corp
0%
$0 
SRE Sempra
0%
$0 
SRCE 1st Source Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UVV Universal Corporation
0%
$0 
VERI Veritone, Inc.
0%
$0 
WOR Worthington Enterprises Inc.
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
0%
$0 
ARKF Ark Fintech Innovation ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
0%
-$0.14 
CGIE Capital Group International Equity ETF
0%
$0 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
-$0.02 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
0%
$0 
DGRE WisdomTree Emerging Markets Fund
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
DON WisdomTree U.S. MidCap Dividend Fund
0%
$0 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
FMB First Trust Managed Municipal Fund
0%
$0 
FNDC Schwab Fundamental International Small Company Index ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
0%
$0 
FJUL FT Vest US Equity Buffer ETF
0%
$0 
FTC First Trust Large Cap Growth Fund
0%
$0 
FTGC First Trust Global Tactical Commodity Strategy Fund
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IYG iShares U.S. Financial Services ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
0%
$0 
JPIN JPMorgan Diversified Return International Equity ETF
0%
$0 
NANC Unusual Subversive Dticker NANC ETF
0%
$0 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
0%
$0 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
0%
+$0.02 
PHO Invesco Water Resources ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPEU SPDR Portfolio Europe ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
WCLD WisdomTree Cloud Computing Fund
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLSR SPDR SSGA US Sector Rotation ETF
0%
+$0.06 
GNOV FT Vest US Equity Moderate B Fund
0%
-$0.06 
BTCW WisdomTree Bitcoin Fund
0%
$0 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
SMHX VanEck Vectors Semiconductor ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
CGMM Capital Group U.S. Small and Mid Cap ETF
0%
$0 
BLLN BillionToOne, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
USEW Cambria US EW ETF
0%
-$0.69 
VSNT Versant Media Group, Inc.
0%
$0 FSSL
FSSL
0%
$0 
ET-PI Energy Transfer LP
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
CMRC Commerce.com, Inc.
-4.96%
-$220 
GLW Corning Incorporated
-4.78%
-$245.52 
UAL United Airlines Holdings, Inc.
-4.48%
-$2,407 
TNL Travel + Leisure Co.
-4.3%
-$9.9 
UFPI UFP Industries, Inc.
-3.34%
-$150.72 
FUN Six Flags Entertainment Corporation
-3.18%
-$2.08 
NVDA NVIDIA Corporation
-2.86%
-$68,401.22 
UPST Upstart Holdings, Inc.
-2.83%
-$88 
KLAC KLA Corporation
-2.71%
-$2,282.25 
EGHT 8x8 Inc.
-2.61%
-$0.36 
AUPH Aurinia Pharmaceuticals Inc.
-2.52%
-$200 
CAG Conagra Brands Inc.
-2.25%
-$13.6 
PM Philip Morris International Inc.
-1.88%
-$2,149.15 
TRMB Trimble Inc.
-1.8%
-$517.88 
RGA Reinsurance Group of America, Inc.
-1.72%
-$131.13 
AMG Affiliated Managers Group Inc.
-1.71%
-$384.91 
BEP Brookfield Renewable Partners L.P.
-1.63%
-$145.8 
AAPL Apple Inc.
-1.62%
-$62,127.78 
LRCX Lam Research Corporation
-1.59%
-$4,029.31 
INVH Invitation Homes Inc.
-1.58%
-$91.68 
ADI Analog Devices, Inc.
-1.54%
-$138.11 
ORLY O'Reilly Automotive Inc.
-1.39%
-$588.9 
FLEX Flex Ltd.
-1.36%
-$770.55 
SPG Simon Property Group, Inc.
-1.06%
-$136.88 
VGT Vanguard Information Technology ETF
-0.99%
-$302.4 
FTEC Fidelity MSCI Information Technology Index ETF
-0.98%
-$65.55 
RWX SPDR Dow Jones International Real Estate ETF
-0.94%
-$5.83 
TFC Truist Financial Corporation
-0.94%
-$28.91 
PEP PepsiCo, Inc.
-0.93%
-$388.29 
SBUX Starbucks Corporation
-0.88%
-$187.86 
HDB HDFC Bank Limited ADR
-0.76%
-$65.88 
BKNG Booking Holdings Inc.
-0.72%
-$81.62 
BA Boeing Company
-0.69%
-$288.51 
PAVE Global X U.S. Infrastructure Development ETF
-0.67%
-$85.41 
FIS Fidelity National Information Services, Inc.
-0.61%
-$25.22 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.59%
-$46.92 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.54%
-$0.64 
EFA iShares MSCI EAFE ETF
-0.5%
-$356.94 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$152 
IBM International Business Machines Corporation
-0.41%
-$773.09 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$1.11 
D Dominion Energy, Inc.
-0.36%
-$109.68 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$423.12 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.32%
-$315.6 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-0.32%
-$0.51 
ACHR Archer Aviation Inc.
-0.27%
-$1.38 
KO The Coca-Cola Company
-0.21%
-$296.28 
NTSX WisdomTree U.S. Efficient Core Fund
-0.2%
-$52.68 
GT The Goodyear Tire & Rubber Company
-0.15%
-$6 
PRK Park National Corporation
-0.14%
-$17.92 
RY Royal Bank of Canada
-0.14%
-$6.67 
DEI Douglas Emmett Inc.
-0.13%
-$81.84 
FCN Fti Consulting Inc.
-0.12%
-$4.86 
WS Worthington Steel, Inc.
-0.1%
-$311.92 
LAD Lithia Motors Inc.
-0.1%
-$8.19 
URI United Rentals, Inc.
-0.1%
-$64.96 
SMCI Super Micro Computer Inc
-0.1%
-$2.7 
EXP Eagle Materials Inc.
-0.09%
-$4.37 
TDG TransDigm Group Inc.
-0.09%
-$7.63 
PTON Peloton Interactive, Inc.
-0.09%
-$0.06 
GAB Gabelli Equity Trust Inc.
-0.09%
-$1.64 
DXJ WisdomTree Japan Hedged Equity Fund
-0.08%
-$30 
MORN Morningstar, Inc.
-0.08%
-$5.12 
AZO AutoZone Inc.
-0.08%
-$11.95 
RAL Ralliant Corporation
-0.07%
-$27.45 
SUNB Sunbelt Rentals Holdings, Inc.
-0.07%
-$7.2 
LII Lennox International Inc.
-0.07%
-$9.28 
UAMY United States Antimony Corporation
-0.07%
-$0.38 
UUUU Energy Fuels Inc.
-0.07%
-$0.23 
DFAT Dimensional US Targeted Value ETF
-0.07%
-$180.75 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.07%
-$0.95 
NGVT Ingevity Corporation
-0.06%
-$24.8 
XOM Exxon Mobil Corporation
-0.06%
-$208.77 
ABBV AbbVie Inc.
-0.06%
-$2,486.28 
LH Labcorp Holdings Inc.
-0.06%
-$19 
SOLV Solventum Corporation
-0.06%
-$11.35 
BEPC Brookfield Renewable Corporation
-0.06%
-$7.22 
IXN iShares Global Tech ETF
-0.06%
-$10.96 
MRSH Marsh & McLennan Companies, Inc.
-0.06%
-$24.31 
WBD Warner Bros. Discovery, Inc.
-0.06%
-$4.11 
WSM Williams-Sonoma, Inc.
-0.06%
-$13.02 
AVGO Broadcom Inc.
-0.06%
-$200.24 
DGX Quest Diagnostics Inc.
-0.06%
-$21.58 
DG Dollar General Corporation
-0.06%
-$4.55 
AB AllianceBernstein Holding L.P.
-0.05%
-$0.2 
ORCL Oracle Corporation
-0.05%
-$73.92 
FNDF Schwab Fundamental International Large Company Index ETF
-0.05%
-$7.35 
IBIT iShares Bitcoin Trust
-0.05%
-$0.46 
SCHE Schwab Emerging Markets Equity ETF
-0.05%
-$0.72 
LLY Eli Lilly and Company
-0.05%
-$92.61 
COLM Columbia Sportswear Company
-0.05%
-$2.1 
TFX Teleflex Incorporated
-0.05%
-$4.34 
COF Capital One Financial Corporation
-0.05%
-$12.32 
THO Thor Industries Inc.
-0.05%
-$434.96 
ECL Ecolab Inc.
-0.05%
-$11.06 
NBIX Neurocrine Biosciences Inc.
-0.05%
-$5.6 
HCA HCA Healthcare Inc.
-0.05%
-$4.4 
META Meta Platforms Inc Class A
-0.05%
-$485.88 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$199.68 
SF Stifel Financial Corp.
-0.05%
-$5.64 
BAR GraniteShares Gold Trust
-0.05%
-$0.8 
VB Vanguard Small-Cap ETF
-0.05%
-$2,475.37 
FFBC First Financial Bancorp.
-0.04%
-$165.22 
TYL Tyler Technologies Inc.
-0.04%
-$4.62 
HSY The Hershey Company
-0.04%
-$15.04 
MSCI MSCI Inc.
-0.04%
-$3.25 
PNR Pentair plc
-0.04%
-$1.92 
STZ Constellation Brands, Inc.
-0.04%
-$3.12 
LUV Southwest Airlines Co.
-0.04%
-$0.54 
EGP EastGroup Properties Inc.
-0.04%
-$2.89 
NVO Novo Nordisk A/S Sponsored ADR
-0.04%
-$18.7 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$32.2 
WCC Wesco International Inc.
-0.04%
-$3.9 
FDHY Fidelity Enhanced High Yield ETF
-0.04%
-$0.02 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.04%
-$267.78 
GBTC Grayscale Bitcoin Trust ETF
-0.04%
-$0.24 
GS The Goldman Sachs Group, Inc.
-0.04%
-$16.8 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-0.04%
-$0.22 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.04%
-$39.87 
FISV Fiserv, Inc.
-0.04%
-$9.54 
MAA Mid-America Apartment Communities, Inc.
-0.04%
-$2.9 
PFE Pfizer Inc.
-0.04%
-$25.29 
BR Broadridge Financial Solutions, Inc.
-0.04%
-$2.28 
MA Mastercard Incorporated
-0.04%
-$34.4 
NVST Envista Holdings Corporation
-0.04%
-$3.19 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$2.88 
CTAS Cintas Corporation
-0.03%
-$1.4 
DDOG Datadog, Inc. Class A Common Stock
-0.03%
-$1.28 
TJX The TJX Companies, Inc.
-0.03%
-$25.69 
DLB Dolby Laboratories Inc.
-0.03%
-$2.26 
HAS Hasbro Inc.
-0.03%
-$5.16 
KMI Kinder Morgan, Inc.
-0.03%
-$8.24 
TEL TE Connectivity plc
-0.03%
-$5.32 
FR First Industrial Realty Trust Inc.
-0.03%
-$2.22 
GWW W.W. Grainger, Inc.
-0.03%
-$5.07 
HII Huntington Ingalls Industries Inc.
-0.03%
-$5.5 
MCO Moody's Corporation
-0.03%
-$4.8 
ZBH Zimmer Biomet Holdings, Inc.
-0.03%
-$2.22 
IWB iShares Russell 1000 ETF
-0.03%
-$39 
HACK Amplify Cybersecurity ETF
-0.03%
-$6.93 
IWV ISHARES RUSSELL 3000 ETF
-0.03%
-$4.03 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$3,622.66 
IYH iShares U.S. Healthcare ETF
-0.03%
-$16.14 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$15.33 
VOT Vanguard Mid-Cap Growth ETF
-0.03%
-$35.91 
CFG Citizens Financial Group, Inc.
-0.03%
-$5.4 
MS Morgan Stanley
-0.03%
-$12.9 
MSI Motorola Solutions, Inc.
-0.03%
-$2.86 
V Visa Inc. Class A
-0.03%
-$94.01 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$0.66 
IT Gartner Inc.
-0.03%
-$2.95 
NFLX Netflix, Inc.
-0.03%
-$6.44 
OTIS Otis Worldwide Corporation
-0.03%
-$2.8 
PTC PTC Inc.
-0.03%
-$4 
AON Aon plc
-0.03%
-$7.29 
BBWI Bath & Body Works, Inc.
-0.03%
-$243.64 
CGGO Capital Group Global Growth Equity ETF
-0.03%
-$4,148.58 
EDV Vanguard Extended Duration Treasury ETF
-0.03%
-$1.95 
ARCC Ares Capital Corporation
-0.03%
-$13.5 
BP BP p.l.c. Sponsored ADR
-0.02%
-$1.53 
MTB M&T Bank Corporation
-0.02%
-$8.4 
UL Unilever PLC Sponsored American Depositary Receipt
-0.02%
-$7.12 
FMDE Fidelity Enhanced Mid Cap ETF
-0.02%
-$0.07 
FENI Fidelity Enhanced International ETF
-0.02%
-$0.03 
ADBE Adobe Inc.
-0.02%
-$31.26 
GILD Gilead Sciences Inc.
-0.02%
-$1.56 
GOOG Alphabet Inc
-0.02%
-$115.99 
RSG Republic Services, Inc.
-0.02%
-$16.5 
USB U.S. Bancorp
-0.02%
-$8.94 
AVUS Avantis U.S. Equity ETF
-0.02%
-$17.22 
DFAI Dimensional International Core Equity Market ETF
-0.02%
-$76.27 
IWO iShares Russell 2000 Growth ETF
-0.02%
-$9.9 
ALL Allstate Corporation
-0.02%
-$12.48 
BURL Burlington Stores Inc.
-0.02%
-$2.32 
EOG EOG Resources, Inc.
-0.02%
-$2.13 
INTU Intuit Inc.
-0.02%
-$1.33 
JBHT J.B. Hunt Transport Services, Inc.
-0.02%
-$2.34 
PANW Palo Alto Networks, Inc.
-0.02%
-$15.36 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$13.78 
VRT Vertiv Holdings Co
-0.02%
-$4.02 
CHAT Roundhill Generative AI & Technology ETF
-0.02%
-$0.1 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$0.35 
CDNS Cadence Design Systems, Inc.
-0.02%
-$3.43 
CVS CVS Health Corporation
-0.02%
-$27.82 
DECK Deckers Outdoor Corporation
-0.02%
-$2.4 
RBA Rb Global Inc.
-0.02%
-$1.54 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.02%
-$2.73 
VZ Verizon Communications Inc.
-0.02%
-$8.77 
EWJ iShares MSCI Japan ETF
-0.02%
-$8.92 
ACGL Arch Capital Group Ltd
-0.02%
-$2.9 
LIN Linde plc
-0.02%
-$15.6 
MSFT Microsoft Corp.
-0.02%
-$444.11 
SLB Schlumberger Limited
-0.02%
-$1.89 
STX Seagate Technology Holdings plc
-0.02%
-$1.6 
UNP Union Pacific Corporation
-0.02%
-$22.2 
IWM iShares Russell 2000 ETF
-0.02%
-$42.6 
GEV GE Vernova Inc.
-0.02%
-$21.2 
EMR Emerson Electric Co.
-0.02%
-$1.8 
FAST Fastenal Co.
-0.02%
-$8 
SAP SAP SE Sponsored ADR
-0.02%
-$5.4 
UPS United Parcel Service, Inc.
-0.02%
-$3.52 
DFAR Dimensional US Real Estate ETF
-0.02%
-$29.57 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.02%
-$5.91 
DFUS Dimensional U.S. Equity Market ETF
-0.02%
-$22.47 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$24.39 
REET iShares Global REIT ETF
-0.02%
-$0.53 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.02%
-$0.03 
EVTC Evertec, Inc.
-0.02%
-$0.78 
PG Procter & Gamble Co
-0.02%
-$104.73 
TMUS T-Mobile US, Inc.
-0.02%
-$1.89 
VLO Valero Energy Corporation
-0.02%
-$4.5 
WFC Wells Fargo & Company
-0.02%
-$23.62 
SCHB Schwab U.S. Broad Market ETF
-0.02%
-$14.32 
BAC Bank of America Corporation
-0.02%
-$5.94 
BALL Ball Corp.
-0.02%
-$0.78 
CARR Carrier Global Corporation
-0.02%
-$2.77 
HAL Halliburton Company
-0.02%
-$1.15 
ROK Rockwell Automation, Inc.
-0.02%
-$116.35 
SMG Scotts Miracle-Gro Co.
-0.02%
-$6.88 
WDC Western Digital Corporation
-0.02%
-$1.05 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$12.14 
AMZN Amazon.com Inc
-0.01%
-$73.78 
EIX Edison International
-0.01%
-$0.63 
BLV Vanguard Long-Term Bond ETF
-0.01%
-$2.34 
VOO Vanguard S&P 500 ETF
-0.01%
-$9,644.79 
BRO Brown & Brown Inc.
-0.01%
-$1.5 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$8.16 
DIS The Walt Disney Company
-0.01%
-$18.34 
MRVL Marvell Technology, Inc.
-0.01%
-$9.21 
SHW The Sherwin-Williams Company
-0.01%
-$2.95 
WAB Wabtec Corporation
-0.01%
-$4.36 
WPC W. P. Carey Inc.
-0.01%
-$5.93 
WRB W.R. Berkley Corporation
-0.01%
-$3.37 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$10.88 
SCHA Schwab U.S. Small-Cap ETF
-0.01%
-$1.17 
AIG American International Group Inc.
-0.01%
-$3.24 
LOW Lowe's Companies Inc.
-0.01%
-$8.79 
UBER Uber Technologies, Inc.
-0.01%
-$18.37 
SDY SPDR S&P Dividend ETF
-0.01%
-$4.34 
AMT American Tower Corporation
-0.01%
-$1.36 
SCI Service Corporation International
-0.01%
-$0.53 
TLT iShares 20+ Year Treasury Bond ETF
-0.01%
-$1.53 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$88.38 
C Citigroup Inc.
-0.01%
-$8.1 
CL Colgate-Palmolive Company
-0.01%
-$9.38 
FE FirstEnergy Corp.
-0.01%
-$8.12 
VUG Vanguard Growth ETF
-0.01%
-$13.82 
APLD Applied Digital Corporation
-0.01%
-$0.51 
CRM Salesforce Inc
-0.01%
-$7.88 
DE Deere & Company
-0.01%
-$16.2 
DLR Digital Realty Trust, Inc.
-0.01%
-$0.66 
EQH Equitable Holdings, Inc.
-0.01%
-$0.55 
HXL Hexcel Corporation
-0.01%
-$2.15 
IXJ iShares Global Healthcare ETF
-0.01%
-$0.11 
SPEM SPDR Portfolio Emerging Markets ETF
-0.01%
-$1.4 
DELL Dell Technologies Inc.
-0.01%
-$0.56 
FITB Fifth Third Bancorp
-0.01%
-$0.36 
IEX IDEX Corporation
-0.01%
-$1.18 
SCHW Charles Schwab Corporation
-0.01%
-$3.42 
RWR SPDR Dow Jones REIT ETF
-0.01%
-$0.07 
CSCO Cisco Systems, Inc.
-0.01%
-$10.18 
DLTR Dollar Tree, Inc.
-0.01%
-$0.54 
GE General Electric Company
-0.01%
-$14.19 
HD The Home Depot, Inc.
-0.01%
-$38.58 
PCAR PACCAR Inc.
-0.01%
-$1.11 
PHM PulteGroup Inc.
-0.01%
-$0.59 
JCI Johnson Controls International plc
-0.01%
-$2.02 
SHOP Shopify Inc.
-0.01%
-$1.33 
TGT Target Corporation
-0.01%
-$1.13 
DOL WisdomTree International LargeCap Dividend Fund
-0.01%
-$21.15 
ICF iShares Cohen & Steers Realty Majors ETF
-0.01%
-$0.01 
SPCX Space Exploration Technologies Corp. Class A
-0.01%
-$1.25 
APH Amphenol Corporation
-0.01%
-$7.2 
GM General Motors Company
-0.01%
-$0.3 
HLT Hilton Worldwide Holdings Inc.
-0.01%
-$1.52 
RCL Royal Caribbean Group
-0.01%
-$5.22 
TT Trane Technologies plc
-0.01%
-$3.39 
DFAS Dimensional U.S. Small Cap ETF
-0.01%
-$0.14 
DWM WisdomTree International Equity Fund
-0.01%
-$83.77 
JAAA Janus Henderson AAA CLO ETF
-0.01%
-$0.63 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$14.78 
PLTR Palantir Technologies Inc.
-0.01%
-$2.54 
CVX Chevron Corporation
-0.01%
-$9 
MMM 3M Company
-0.01%
-$12.48 
RACE Ferrari N.V.
-0.01%
-$0.44 
SPGI S&P Global Inc.
-0.01%
-$2 
UNH UnitedHealth Group Incorporated
-0.01%
-$22.39 
VRSK Verisk Analytics Inc.
-0.01%
-$1.04 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.01%
-$0.36 
JNJ Johnson & Johnson
0%
-$19.17 
STE STERIS plc
0%
-$22.08 
WM Waste Management, Inc.
0%
-$0.18 
IWN iShares Russell 2000 Value ETF
0%
-$4.13 
NDSN Nordson Corporation
0%
-$0.28 
LITP Sprott Lithium Miners ETF
0%
-$0.01 
ETN Eaton Corporation plc
0%
-$1.07 
ULTA Ulta Beauty Inc.
0%
-$0.11 
QQQ Invesco QQQ Trust, Series 1
0%
-$4.37 
MU Micron Technology, Inc.
0%
-$2.28 
DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund
0%
-$0.53 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
0%
-$0.05 
OMFS Invesco Russell 2000 Dynamic Multifactor ETF
0%
$0 
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF
0%
-$0.53 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4845 | Longs Won 3183/4845 65% | Profit Factor 9.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $188,518.58 |
| Average Win $17,450.56 | Best Trade (Aug 14) $9.35M | Sharpe Ratio -106.2 |
| Average Loss -$3,529.98 | Worst Trade (Aug 19) -$1.41M | Z-Score 4.49 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4w 1d | Expectancy $10,253.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 59 | $8,208 | $8,612.23 | - | $404.23 | 4.92% | 0.0 |
| AAPL Apple Inc. | 12,254 | $2.5M | $3.78M | - | $1.28M | 51.33% | -1.618% |
| AB AllianceBernstein Holding L.P. | 10 | $353 | $371 | - | $18 | 5.1% | -0.054% |
| ABBV AbbVie Inc. | 16,576 | $2.62M | $4.08M | - | $1.46M | 55.57% | -0.061% |
| ABT Abbott Laboratories | 27,113 | $2.97M | $2.95M | - | -$22,859.13 | -0.77% | +0.751% |
| ACGL Arch Capital Group Ltd | 145 | $13,155.91 | $14,276.7 | - | $1,120.79 | 8.52% | -0.02% |
| ACHR Archer Aviation Inc. | 92 | $476 | $512.9 | - | $36.9 | 7.75% | -0.268% |
| ACN Accenture plc Class A | 10,897 | $3.3M | $1.94M | - | -$1.36M | -41.1% | +1.44% |
| ACWI iShares MSCI ACWI ETF | 155 | $21,448 | $25,023.2 | - | $3,575.2 | 16.67% | 0.0 |
| ADBE Adobe Inc. | 521 | $299,148.35 | $138,143.14 | - | -$161,005.21 | -53.82% | -0.023% |
| ADI Analog Devices, Inc. | 23 | $9,056.83 | $8,830.27 | - | -$226.56 | -2.5% | -1.54% |
| ADP Automatic Data Processing Inc. | 23 | $4,688.07 | $6,240.82 | - | $1,552.75 | 33.12% | +0.007% |
| AEP American Electric Power Company, Inc. | 1,499 | $177,842.89 | $188,499.25 | - | $10,656.36 | 5.99% | +0.016% |
| AGG iShares Core U.S. Aggregate Bond ETF | 451 | $44,771 | $44,019.85 | - | -$751.15 | -1.68% | +0.005% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 3,627 | $159,660.83 | $155,453.22 | - | -$4,207.61 | -2.64% | 0.0 |
| AIG American International Group Inc. | 324 | $26,759.31 | $25,521.48 | - | -$1,237.83 | -4.63% | -0.013% |
| ALL Allstate Corporation | 208 | $31,541.79 | $55,523.52 | - | $23,981.73 | 76.03% | -0.022% |
| AMAT Applied Materials, Inc. | 828 | $169,877.48 | $446,540.39 | - | $276,662.91 | 162.86% | +0.03% |
| AMD Advanced Micro Devices, Inc. | 473 | $113,885.97 | $228,686.04 | - | $114,800.07 | 100.8% | +0.025% |
| AME Ametek Inc. | 103 | $17,450.14 | $26,128.01 | - | $8,677.87 | 49.73% | +0.004% |
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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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FAQ
Which stocks have generated the highest profits for Benj Foor?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $10.08M, VANGUARD TOTAL STOCK MKT ETF - $912,724.78, SPDR S&P 500 ETF Trust - $912,438.71, Goldman Sachs Access Ultra Short Bond Fund - $620,843.76, and AbbVie Inc - $526,329.3. 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: Direxion Daily Gold Miners Index Bull 2X Shares - $280,158.95, Novo Nordisk A/S Sponsored ADR - $180,501.36, Agilon Health Inc - $120,880.33, Fiserv, Inc - $72,575.69, and AES Corporation - $41,251.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Benj Foor's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.92M earned over time. The largest contributors to dividend income include Vanguard Dividend Appreciation ETF - $1.47M, Goldman Sachs Access Ultra Short Bond Fund - $598,330.39, WisdomTree Dynamic Currency Hedged International Equity Fund - $421,120.29, VANGUARD TOTAL STOCK MKT ETF - $343,230.72, and AbbVie Inc - $316,298.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Benj Foor's monthly returns?
Benj Foor's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Benj Foor's strategy be considered aggressive or moderate?
Benj Foor's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Benj Foor's strategy?
Benj Foor's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
