ST
Steven Trigili Portfolio
Invests via Garden State Investment Advisory Services LLC | Managed by Garden State Investment Advisory Services LLC
Invests via Garden State Investment Advisory Services LLC
Managed by Garden State Investment Advisory Services LLC
Automatically Tracked
Steven Trigili Profile
Steven Trigili has made a significant mark in the finance sector through his expertise in investment management and corporate advisory. With a robust background in operational leadership, he navigates complex business challenges with acumen, making him an influential figure among executives seeking strategic growth. His hands-on experience spans several key industries, where he has excelled in driving value creation initiatives and optimizing organizational performance. Recognized for cultivating impactful relationships across diverse stakeholder groups, Steven plays an integral role in shaping the landscape of contemporary investing and corporate development.
Steven Trigili has made a significant mark in the finance sector through his expertise in investment management and corporate advisory. With a robust background in operational leadership, he navigates complex business challenges with acumen, making him an influential figure among executives seeking strategic growth. His hands-on experience spans several key industries, where he has excelled in driving value creation initiatives and optimizing organizational performance. Recognized for cultivating impactful relationships across diverse stakeholder groups, Steven plays an integral role in shaping the landscape of contemporary investing and corporate development.
Investment Philosophy & Strategy
Investment opportunities often hinge on the synthesis of strategic insight and operational expertise. Steven Trigili embodies this intersection, leveraging his extensive background in corporate advisory to identify areas ripe for growth. His approach favors proactive engagement with evolving market dynamics, facilitating well-informed decision-making that enhances value creation. An advocate for innovative strategies, he is adept at transforming organizational frameworks to capitalize on competitive advantages. Through building enduring partnerships across industries, effective collaboration emerges as a cornerstone of his investment methodology.
Investment opportunities often hinge on the synthesis of strategic insight and operational expertise. Steven Trigili embodies this intersection, leveraging his extensive background in corporate advisory to identify areas ripe for growth. His approach favors proactive engagement with evolving market dynamics, facilitating well-informed decision-making that enhances value creation. An advocate for innovative strategies, he is adept at transforming organizational frameworks to capitalize on competitive advantages. Through building enduring partnerships across industries, effective collaboration emerges as a cornerstone of his investment methodology.
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:
40.94%
Gain +0.01%
Monthly
1.08%
Yearly
13.75%
Drawdown
14.52%
$473.15M
Equity
Holdings
$473.15M
Investment
$341.01M
$194M
Profit +$21,338.53
Realized
$54.38M
Unrealized
$139.62M
Dividends
$20.64M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$21,338.53
Win %
75%
This Week
Compared To Last Week
Gain
0.01%
Profit
$21,338.53
Win %
75%
This Month
Compared to last month
Gain
-2.68%
Profit
-$13.03M
Win %
75%
This Year
Compared to last year
Gain
1.83%
Profit
$12.6M
Win %
75%
ROKU Roku, Inc.
+20.08%
+$44,437 
INTC Intel Corporation
+6.51%
+$55,880.23 
TER Teradyne, Inc.
+5.72%
+$45,867.24 
SNDK SanDisk Corporation
+5.24%
+$13,901.19 
CRWV CoreWeave, Inc.
+5.02%
+$45,310.2 
AMD Advanced Micro Devices, Inc.
+4.73%
+$319,749.6 
QCOM QUALCOMM Incorporated
+4.32%
+$18,168.22 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$53,089.34 
MGM MGM Resorts International
+3.71%
+$11,471.25 
PWR Quanta Services Inc.
+3.58%
+$48,044.27 
KEYS Keysight Technologies, Inc.
+3.13%
+$13,448.97 
GDX VanEck Gold Miners ETF
+2.97%
+$12,014.3 
CEG Constellation Energy Corporation
+2.86%
+$15,862.45 
AUR Aurora Innovation, Inc.
+2.68%
+$15,255.52 
AMAT Applied Materials, Inc.
+2.64%
+$12,652.25 
T AT&T Inc.
+2.52%
+$16,012.06 
AUMI Themes Global Gold Miners ETF
+2.52%
+$8,123.72 
VZ Verizon Communications Inc.
+2.49%
+$21,957.39 
VCX Fundrise Innovation Fund, LLC
+2.38%
+$67,261.14 
JPM JPMorgan Chase & Co.
+2.31%
+$39,222.8 
CMCSA Comcast Corp
+2.21%
+$3,627.85 
PM Philip Morris International Inc.
+1.95%
+$6,230.45 
TGT Target Corporation
+1.95%
+$2,095.31 
DAPP VanEck Digital Transformation ETF
+1.89%
+$17,355 
PRU Prudential Financial, Inc.
+1.87%
+$4,783.96 
TSLA Tesla, Inc.
+1.82%
+$54,534.48 
NOG Northern Oil and Gas Inc.
+1.81%
+$4,902.5 
RIOT Riot Platforms, Inc.
+1.8%
+$4,868.26 
TSEM Tower Semiconductor Ltd.
+1.77%
+$14,866.71 
TMSL T. Rowe Price Small-Mid Cap ETF
+1.74%
+$72,015.23 
SMH VanEck Semiconductor ETF
+1.73%
+$86,402.79 
RGTI Rigetti Computing Inc
+1.7%
+$6,302.1 
VRT Vertiv Holdings Co
+1.68%
+$6,387.2 
WFC Wells Fargo & Company
+1.61%
+$6,693.89 
BX Blackstone Inc.
+1.58%
+$9,080.14 
BAC Bank of America Corporation
+1.56%
+$7,175.84 
GHC Graham Holdings Co.
+1.55%
+$6,289.53 
URA Global X Uranium ETF
+1.54%
+$5,554.5 
GLW Corning Incorporated
+1.5%
+$11,495.7 
KRE SPDR S&P Regional Banking ETF
+1.47%
+$7,418.94 
CAT Caterpillar Inc.
+1.44%
+$13,017.65 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+1.43%
+$5,703.74 
ADC Agree Realty Corporation
+1.4%
+$7,695.45 
XLF Financial Select Sector SPDR Fund
+1.37%
+$12,483.36 
FISV Fiserv, Inc.
+1.36%
+$198 
NEE NextEra Energy, Inc.
+1.35%
+$7,608.4 
ABBV AbbVie Inc.
+1.32%
+$8,033.44 
PSEC Prospect Capital Corporation
+1.32%
+$1,751.79 
PWB Invesco Large Cap Growth ETF
+1.29%
+$340,513.39 
IDE Voya Infrastructure, Industrials and Materials Fund
+1.25%
+$2,176 
DVY iShares Select Dividend ETF
+1.19%
+$3,606.54 
LRCX Lam Research Corporation
+1.18%
+$6,306.31 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$15,332.91 
VPU Vanguard Utilities ETF
+1.15%
+$3,401.07 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$6,220.38 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$2,686.57 
OHI Omega Healthcare Investors Inc.
+1.08%
+$2,534.28 
CI The Cigna Group
+1.07%
+$3,931.04 
JNJ Johnson & Johnson
+1.07%
+$6,616.7 
RDVI FT Vest Rising Dividend Achievers Fund
+1.06%
+$15,418.8 
PWV Invesco Large Cap Value ETF
+1.05%
+$3,561.6 
V Visa Inc. Class A
+1.05%
+$8,213.11 
ARCC Ares Capital Corporation
+1%
+$4,091.65 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$34,619.75 
IWD iShares Russell 1000 Value ETF
+0.98%
+$2,530.95 
VO Vanguard Mid-Cap ETF
+0.97%
+$30,143.84 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,600.45 
MTCH Match Group, Inc.
+0.93%
+$4,096.96 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.91%
+$5,599.12 
FV First Trust Dorsey Wright Focus 5 ETF
+0.91%
+$18,564.47 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$54,790.01 
MGV Vanguard Mega Cap Value ETF
+0.9%
+$3,720.96 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$36,426.61 
IWM iShares Russell 2000 ETF
+0.87%
+$27,927.41 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$3,593.38 
NU Nu Holdings Ltd.
+0.83%
+$1,762.6 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$39,171.24 
SDY SPDR S&P Dividend ETF
+0.83%
+$2,673.75 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$9,912.22 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.82%
+$2,516.58 
RWL Invesco S&P 500 Revenue ETF
+0.81%
+$58,685.28 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,544.63 
FTXR First Trust Nasdaq Transportation ETF
+0.8%
+$6,972.72 
XBI SPDR S&P Biotech ETF
+0.79%
+$3,239.19 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.79%
+$18,911.44 
SLV iShares Silver Trust
+0.77%
+$4,947.22 
IWMI Neos Russell 2000 High Income ETF
+0.76%
+$17,424 
GE General Electric Company
+0.76%
+$1,813.55 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$2,218.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$26,030.82 
CVX Chevron Corporation
+0.75%
+$2,850.38 
XLE Energy Select Sector SPDR Fund
+0.75%
+$16,910.61 
ZETA Zeta Global Holdings Corp.
+0.75%
+$3,506.42 
MO Altria Group, Inc.
+0.74%
+$5,541.68 
TTEQ T. Rowe Price Technology ETF
+0.74%
+$8,331.36 
OBIO Orchestra BioMed Holdings, Inc.
+0.74%
+$316.86 
DEUS Xtrackers Russell US Multifactor ETF
+0.74%
+$24,615.33 
HD The Home Depot, Inc.
+0.73%
+$6,478.36 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.72%
+$3,176.7 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$52,026.94 
MA Mastercard Incorporated
+0.71%
+$2,356.13 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$25,693.96 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$6,572.17 
PYPL PayPal Holdings Inc
+0.7%
+$1,893.7 
QQQI Neos NASDAQ-100 High Income ETF
+0.7%
+$14,555.19 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$1,954.47 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$2,119.32 
FEX First Trust Large Cap Core Fund A
+0.69%
+$1,645 
COST Costco Wholesale Corporation
+0.68%
+$5,621.02 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$11,196.83 
DOW Dow Inc.
+0.65%
+$1,417.46 
VDC VANGUARD CONSUMER STAPLES ETF
+0.65%
+$3,148.33 
XTN SPDR S&P Transportation ETF
+0.65%
+$7,158.77 
TDVG T. Rowe Price Dividend Growth ETF
+0.64%
+$5,314.54 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$44,232.39 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$91,486.03 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.59%
+$3,666.56 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$2,406.08 
AMZA InfraCap MLP ETF
+0.59%
+$1,265.75 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$1,210.33 
VGT Vanguard Information Technology ETF
+0.58%
+$2,540.64 
XYLD Global X S&P 500 Covered Call ETF
+0.57%
+$7,717.19 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$4,476.38 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$4,539 
IVV iShares Core S&P 500 ETF
+0.55%
+$14,351.89 
VOO Vanguard S&P 500 ETF
+0.55%
+$9,032.23 
GOF Guggenheim Strategic Opportunities Fund
+0.55%
+$925.68 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$36,947.31 
GOOGL Alphabet Inc
+0.53%
+$27,742.75 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$26,466.25 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$20,929.85 
WEEL Peerless Option Income Wheel ETF
+0.53%
+$6,749.98 
WCMI First Trust WCM International Equity ETF
+0.52%
+$6,010.6 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.48%
+$1,106.5 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.47%
+$72,181.34 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.46%
+$4,105.96 
GOOG Alphabet Inc
+0.45%
+$23,225.6 
WMT Walmart Inc.
+0.45%
+$5,488.57 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$32,013.73 
IXUS iShares Core International Stock ETF
+0.43%
+$14,868.65 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$6,494.88 
KVUE Kenvue Inc.
+0.39%
+$23.59 
MGC Vanguard Mega Cap ETF
+0.38%
+$1,425.81 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.34%
+$17,022.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,801.2 
HEDG Equable Shares Hedged Equity ETF
+0.33%
+$53,619.7 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$1,548.61 
AMGN Amgen Inc.
+0.32%
+$671.47 
XTOC Innovator U.S. Equity Accelerated Plus ETF
+0.32%
+$754.11 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$1,043.2 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.31%
+$948.39 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.29%
+$17,800.8 
SCHF Schwab International Equity ETF
+0.29%
+$655.36 
FANG Diamondback Energy Inc
+0.28%
+$1,072.98 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.28%
+$1,630.2 
XOM Exxon Mobil Corporation
+0.28%
+$3,561.54 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$885 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.26%
+$1,368.48 
CARR Carrier Global Corporation
+0.24%
+$893.01 
BSEP Innovator U.S. Equity Buffer ETF
+0.24%
+$2,006.55 
UDEC Innovator U.S. Equity Ultra Fund
+0.23%
+$1,373.86 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.23%
+$763.56 
TCAL T. Rowe Price Capital Appreciation Premium Income ETF
+0.23%
+$688.25 
CAIE Calamos Autocallable Income ETF
+0.22%
+$886.81 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$5,255.4 
UJUN Innovator U.S. Equity Ultra Fund
+0.21%
+$1,378.8 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.2%
+$490.5 
VCR Vanguard Consumer Discretionary ETF
+0.2%
+$554.58 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.2%
+$567 
FMAR FT Vest U.S. Equity Buffer ETF
+0.2%
+$479.75 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.19%
+$927.6 
UFEB Innovator U.S. Equity Ultra ETF
+0.19%
+$573.05 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.18%
+$698.75 
BTT BlackRock Municipal 2030 Target Term Trust
+0.18%
+$368 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.18%
+$15,876.63 
VUG Vanguard Growth ETF
+0.18%
+$436.5 
NVDA NVIDIA Corporation
+0.16%
+$32,875.84 
PFE Pfizer Inc.
+0.15%
+$774.12 
GWW W.W. Grainger, Inc.
+0.14%
+$548.18 
BINC iShares Flexible Income Active ETF
+0.13%
+$1,670.2 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.13%
+$2,301.41 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$279.76 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$293.86 
HYTI FT Vest High Yield & Target Income ETF
+0.1%
+$5,412.68 
MSFT Microsoft Corp.
+0.1%
+$5,291.07 
XLG Invesco S&P 500 Top 50 ETF
+0.1%
+$597.6 
LVHB Innovator Lunt Low Vol/High Beta Tactical ETF
+0.1%
+$4,909.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$2,630.52 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.09%
+$269.91 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.07%
+$130.88 
CPSR Calamos S&P 500 Structured Alt Protection ETF – March
+0.06%
+$159.07 
GLD SPDR Gold Shares
+0.06%
+$666.82 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$524.64 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$105.1 
MDST Westwood Salient Enhanced Midstream ETF
+0.03%
+$990 
PANW Palo Alto Networks, Inc.
+0.03%
+$301.77 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$218 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$98.15 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$830.71 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$40 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$49.14 
ORCL Oracle Corporation
+0.02%
+$51.79 
MCD McDonald's Corporation
+0.01%
+$42.45 
AAPR
0%
$0 
ARWR
0%
$0 
DUOG
0%
$0 
EQT
0%
$0 
FIGG
0%
$0 
GOOY YieldMax GOOGL Option Income Strategy ETF
0%
$0 
HIMU
0%
$0 
HTZWW Hertz Global Holdings, Inc. Warrant
0%
$0 
JQC Nuveen Credit Strategies Income Fund
0%
$0 
LUMN Lumen Technologies Inc.
0%
$0 
MRCC Monroe Capital Corporation
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
TGLR
0%
$0 
VMO Invesco Municipal Opportunity Trust
0%
$0 
DXYZ Destiny Tech100 Inc.
-25.14%
-$162,286.67 
ADBG Leverage Shares 2x Long Adobe ETP
-13.29%
-$11,295.3 
RDDT Reddit Inc Class A
-6.44%
-$17,521.17 
PINS Pinterest, Inc. Class A
-6%
-$4,960.05 
CRDO Credo Technology Group Holding Ltd.
-5.27%
-$23,017.52 
TEM Tempus AI, Inc.
-3.57%
-$8,186.25 
RKT Rocket Companies, Inc. Class A
-2.68%
-$432 
USO United States Oil Fund, LP
-2.64%
-$3.4 
LLY Eli Lilly and Company
-2.41%
-$98,495.62 
PLTR Palantir Technologies Inc.
-2.36%
-$101,843.38 
OSCR Oscar Health, Inc.
-2.25%
-$26,462.8 
MISL First Trust Indxx Aerospace & Defense ETF
-2.19%
-$61,645.44 
SHOP Shopify Inc.
-2.02%
-$3,706.26 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$9,916.66 
AAPL Apple Inc.
-1.52%
-$183,798 
CLX The Clorox Company
-1.51%
-$3,282.64 
OKLL Defiance Daily Target 2X Long OKLO ETF
-1.45%
-$3,395.7 
MU Micron Technology, Inc.
-1.43%
-$63,970.4 
IBRX ImmunityBio, Inc.
-1.39%
-$1,000 
APGE Apogee Therapeutics Inc.
-1.31%
-$17,780.49 
MELI MercadoLibre, Inc.
-1.27%
-$4,590 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$16,744.22 
AMZN Amazon.com Inc
-1.23%
-$161,568.09 
BA Boeing Company
-1.16%
-$6,052.67 
NFLX Netflix, Inc.
-1.14%
-$25,937.7 
BBIO BridgeBio Pharma, Inc.
-1.11%
-$8,298.75 
KLAR Klarna Group Plc
-1.04%
-$35.53 
UBER Uber Technologies, Inc.
-1.01%
-$16,572.5 
IBM International Business Machines Corporation
-0.95%
-$2,784.89 
AVGO Broadcom Inc.
-0.91%
-$78,176.07 
PDI Pimco Dynamic Income Fund
-0.79%
-$5,959.2 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.72%
-$4,172.83 
ARKQ Ark Autonomous Technology & Robotics ETF
-0.64%
-$2,482.56 
CSCO Cisco Systems, Inc.
-0.6%
-$9,118.45 
ETN Eaton Corporation plc
-0.57%
-$1,635.75 
ILDR First Trust Innovation Leaders ETF
-0.55%
-$6,722.1 
SOFI SoFi Technologies, Inc.
-0.54%
-$1,485.54 
AFRM Affirm Holdings, Inc.
-0.48%
-$113.28 
ISRG Intuitive Surgical, Inc.
-0.45%
-$2,342.31 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$2,387.6 
RTX RTX Corporation
-0.37%
-$1,703.43 
CRM Salesforce Inc
-0.34%
-$1,143.52 
BTGD Stacked Bitcoin & Gold ETF
-0.31%
-$1,522.5 
DIS The Walt Disney Company
-0.3%
-$2,614.49 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$2,857.1 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.26%
-$538.74 
META Meta Platforms Inc Class A
-0.26%
-$24,803.87 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$3,363.99 
PLW Invesco Exchange-Traded Fund Trust II - Invesco 1-30 Laddered Treasury ETF
-0.23%
-$1,707.64 
IGLD FT Vest Gold Strategy Target Fund
-0.23%
-$777.48 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$1,416.6 
GILD Gilead Sciences Inc.
-0.22%
-$596.4 
EVV Eaton Vance Limited Duration Income Fund
-0.22%
-$209.78 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$912.11 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$773.91 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$2,149 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.16%
-$6,049.84 
CLM Cornerstone Strategic Investment Fund, Inc.
-0.13%
-$572.6 
FTMH Franklin Municipal High Yield ETF
-0.13%
-$255.88 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.13%
-$1,793.88 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$250.32 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$474.54 
SHYD VanEck Short High Yield Municipal Fund
-0.09%
-$482.02 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$1,271.64 
MHD BlackRock MuniHoldings Fund Inc.
-0.09%
-$341.22 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$355.74 
INTU Intuit Inc.
-0.07%
-$172.79 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$245.21 
BKLN Invesco Senior Loan ETF
-0.05%
-$243.2 
FTSL First Trust Senior Loan ETF
-0.04%
-$949.6 
NLY Annaly Capital Management, Inc.
-0.04%
-$105.52 
TRPA Hartford AAA CLO ETF
-0.04%
-$466.07 
IBIT iShares Bitcoin Trust
-0.03%
-$103.23 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$269.2 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$241.26 Events
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Dividends
Dividend Analysis
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| Trades 3108 | Longs Won 2104/3108 67% | Profit Factor 15.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $482,512.36 |
| Average Win $98,399.84 | Best Trade (Dec 31) $15.29M | Sharpe Ratio -6.93 |
| Average Loss -$13,167.88 | Worst Trade (Mar 31) -$694,818.88 | Z-Score 3.29 (99.9%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4d | Expectancy $62,418.88 |
| 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 | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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