KC

Katie Christensen Portfolio

Invests via iSAM Funds UKK) Ltd | Managed by Katie Christensen
Invests via iSAM Funds UKK) Ltd
Managed by Katie Christensen
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Katie Christensen Profile

Katie Christensen has established herself as a dynamic force in the world of entrepreneurship and investment. With a robust background in technology commercialization, she excels at transforming innovative ideas into market-ready products. Her keen insight into emerging trends allows her to identify high-potential ventures across diverse sectors. In addition to her startup activities, she actively engages with early-stage companies, providing strategic guidance that fosters growth and innovation. Christensen’s ability to blend technical knowledge with business acumen positions her as a valuable resource for entrepreneurs seeking to navigate the complexities of launching successful enterprises.

Katie Christensen has established herself as a dynamic force in the world of entrepreneurship and investment. With a robust background in technology commercialization, she excels at transforming innovative ideas into market-ready products. Her keen insight into emerging trends allows her to identify high-potential ventures across diverse sectors. In addition to her startup activities, she actively engages with early-stage companies, providing strategic guidance that fosters growth and innovation. Christensen’s ability to blend technical knowledge with business acumen positions her as a valuable resource for entrepreneurs seeking to navigate the complexities of launching successful enterprises.

Investment Philosophy & Strategy

An astute eye for transformational opportunities drives Katie Christensen's investment strategies. Leveraging her deep expertise in technology commercialization, she focuses on identifying and nurturing early-stage companies poised for rapid growth. With an entrepreneurial mindset, strategic insight plays a key role in her approach to capital deployment, ensuring that each venture is equipped to achieve market success. By combining innovative thinking with practical business solutions, she fosters environments where disruptive ideas can flourish. Her proactive engagement within the startup ecosystem empowers founders to leverage cutting-edge developments and capitalize on shifting market dynamics.

An astute eye for transformational opportunities drives Katie Christensen's investment strategies. Leveraging her deep expertise in technology commercialization, she focuses on identifying and nurturing early-stage companies poised for rapid growth. With an entrepreneurial mindset, strategic insight plays a key role in her approach to capital deployment, ensuring that each venture is equipped to achieve market success. By combining innovative thinking with practical business solutions, she fosters environments where disruptive ideas can flourish. Her proactive engagement within the startup ecosystem empowers founders to leverage cutting-edge developments and capitalize on shifting market dynamics.

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:
17.44%
Gain +1.26%
Monthly
0.41%
Yearly
5.07%
Drawdown
16.99%
$296.16M
Equity
Holdings
$296.16M
Investment
$276.58M
$41.39M
Profit +$3.74M
Realized
$21.81M
Unrealized
$19.58M
Dividends
$12.99M

Goals

Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.26%
Profit
$3.74M
Win %
56%
This Week
Compared To Last Week
Gain
1.74%
Profit
$5.06M
Win %
56%
This Month
Compared to last month
Gain
1.9%
Profit
$5.53M
Win %
56%
This Year
Compared to last year
Gain
6.55%
Profit
$18.19M
Win %
56%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+11.35%
+$951,578.92
Micron Technology, Inc. logo
MU Micron Technology, Inc.
+11%
+$71,209.71
International Paper Company logo
IP International Paper Company
+10.42%
+$23,581.96
Intel Corporation logo
INTC Intel Corporation
+9.53%
+$61,964.99
United Airlines Holdings, Inc. logo
UAL United Airlines Holdings, Inc.
+9.16%
+$136,348.03
Bloomin' Brands Inc. logo
BLMN Bloomin' Brands Inc.
+8.1%
+$16,717.8
O-I Glass, Inc. logo
OI O-I Glass, Inc.
+8.08%
+$10,576.58
AAR Corp. logo
AIR AAR Corp.
+7.89%
+$26,663.65
Albemarle Corporation logo
ALB Albemarle Corporation
+7.53%
+$36,608.32
Stanley Black & Decker Inc. logo
SWK Stanley Black & Decker Inc.
+7.36%
+$44,813.4
Harmonic Inc. logo
HLIT Harmonic Inc.
+7.22%
+$13,325.33
Mohawk Industries, Inc. logo
MHK Mohawk Industries, Inc.
+7.19%
+$44,644.68
Jabil Inc. logo
JBL Jabil Inc.
+6.71%
+$26,351.67
Southwest Airlines Co. logo
LUV Southwest Airlines Co.
+6.67%
+$93,633
Fortune Brands Innovations Inc. logo
FBIN Fortune Brands Innovations Inc.
+6.48%
+$10,726.28
Honeywell International Inc. logo
HON Honeywell International Inc.
+6.22%
+$81,702.4
FedEx Corporation logo
FDX FedEx Corporation
+5.83%
+$83,662.8
Boeing Company logo
BA Boeing Company
+5.76%
+$40,805.76
Knowles Corporation logo
KN Knowles Corporation
+5.67%
+$23,520.92
Woodward Inc. logo
WWD Woodward Inc.
+5.65%
+$16,338.12
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
+5.62%
+$22,626.13
LGI Homes Inc. logo
LGIH LGI Homes Inc.
+5.44%
+$14,325.74
Commercial Metals Company logo
CMC Commercial Metals Company
+5.44%
+$13,688
Chemours Co. logo
CC Chemours Co.
+5.37%
+$14,677.94
Amgen Inc. logo
AMGN Amgen Inc.
+5.31%
+$27,701.83
Cavco Industries Inc. logo
CVCO Cavco Industries Inc.
+5.22%
+$11,520.81
Old Dominion Freight Line, Inc. logo
ODFL Old Dominion Freight Line, Inc.
+5.07%
+$50,417.05
Builders FirstSource Inc. logo
BLDR Builders FirstSource Inc.
+5.01%
+$23,038.4
Saia, Inc. logo
SAIA Saia, Inc.
+5%
+$23,630.61
Eaton Corporation plc logo
ETN Eaton Corporation plc
+4.91%
+$51,632.03
PPG Industries Inc. logo
PPG PPG Industries Inc.
+4.75%
+$37,343.12
Caterpillar Inc. logo
CAT Caterpillar Inc.
+4.61%
+$111,485.78
Keysight Technologies, Inc. logo
KEYS Keysight Technologies, Inc.
+4.6%
+$34,470.35
Quanex Building Products Corporation logo
NX Quanex Building Products Corporation
+4.35%
+$10,058.82
Crane NXT Co. logo
CR Crane NXT Co.
+4.34%
+$10,956.5
Dollar Tree, Inc. logo
DLTR Dollar Tree, Inc.
+4.25%
+$20,279.56
General Electric Company logo
GE General Electric Company
+4.25%
+$57,313.12
PulteGroup Inc. logo
PHM PulteGroup Inc.
+4.19%
+$102,052
Aptiv PLC logo
APTV Aptiv PLC
+4.17%
+$20,065.44
Hayward Holdings Inc. logo
HAYW Hayward Holdings Inc.
+4.11%
+$20,461.82
Nucor Corporation logo
NUE Nucor Corporation
+3.99%
+$25,200
Advanced Drainage Systems, Inc. logo
WMS Advanced Drainage Systems, Inc.
+3.99%
+$11,895
KB Home logo
KBH KB Home
+3.95%
+$9,068.12
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
+3.93%
+$114,027
Synchrony Financial logo
SYF Synchrony Financial
+3.87%
+$24,952.44
RTX Corporation logo
RTX RTX Corporation
+3.69%
+$54,816.95
Broadcom Inc. logo
AVGO Broadcom Inc.
+3.64%
+$25,866.93
Royal Gold Inc. logo
RGLD Royal Gold Inc.
+3.63%
+$7,250.1
Cummins Inc. logo
CMI Cummins Inc.
+3.62%
+$54,381.01
Allegion plc logo
ALLE Allegion plc
+3.61%
+$8,616.24
Skyworks Solutions Inc. logo
SWKS Skyworks Solutions Inc.
+3.6%
+$16,515.84
Brunswick Corporation logo
BC Brunswick Corporation
+3.58%
+$16,277.04
Kennametal Inc. logo
KMT Kennametal Inc.
+3.57%
+$13,997.97
TD Synnex Corporation logo
SNX TD Synnex Corporation
+3.54%
+$22,709.06
Emerson Electric Co. logo
EMR Emerson Electric Co.
+3.49%
+$8,636.92
Brady Corporation logo
BRC Brady Corporation
+3.48%
+$13,265.45
Marten Transport, Ltd. logo
MRTN Marten Transport, Ltd.
+3.39%
+$13,290
Citigroup Inc. logo
C Citigroup Inc.
+3.28%
+$9,942.6
Weatherford International plc logo
WFRD Weatherford International plc
+3.25%
+$19,280.34
Hub Group Inc. logo
HUBG Hub Group Inc.
+3.24%
+$8,539.2
Viatris Inc. logo
VTRS Viatris Inc.
+3.2%
+$7,178.57
Wesco International Inc. logo
WCC Wesco International Inc.
+2.96%
+$13,051.5
Boise Cascade Company logo
BCC Boise Cascade Company
+2.96%
+$11,025.16
Travel + Leisure Co. logo
TNL Travel + Leisure Co.
+2.94%
+$6,320.16
Bio-Techne Corporation logo
TECH Bio-Techne Corporation
+2.93%
+$19,898.34
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
+2.92%
+$40,867.23
Arrow Electronics Inc. logo
ARW Arrow Electronics Inc.
+2.86%
+$12,909.49
eBay Inc. logo
EBAY eBay Inc.
+2.86%
+$43,776
Vulcan Materials Company logo
VMC Vulcan Materials Company
+2.74%
+$84,202.36
Textron Inc. logo
TXT Textron Inc.
+2.74%
+$17,900
Carrier Global Corporation logo
CARR Carrier Global Corporation
+2.72%
+$27,402.2
UFP Industries, Inc. logo
UFPI UFP Industries, Inc.
+2.72%
+$30,437.27
ABM Industries Inc. logo
ABM ABM Industries Inc.
+2.7%
+$6,062.1
The Hershey Company logo
HSY The Hershey Company
+2.68%
+$13,812.36
Nordson Corporation logo
NDSN Nordson Corporation
+2.63%
+$68,298.7
Omnicom Group Inc. logo
OMC Omnicom Group Inc.
+2.63%
+$43,182.89
Morgan Stanley logo
MS Morgan Stanley
+2.62%
+$113,012.42
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+2.55%
+$59,728.04
Expedia Group, Inc. logo
EXPE Expedia Group, Inc.
+2.55%
+$7,650.18
Garmin Ltd. logo
GRMN Garmin Ltd.
+2.53%
+$11,210.18
Eastman Chemical Company logo
EMN Eastman Chemical Company
+2.51%
+$8,532.93
Universal Display Corporation logo
OLED Universal Display Corporation
+2.5%
+$6,782.43
NVR, Inc. logo
NVR NVR, Inc.
+2.45%
+$17,758.3
Franklin Electric Co., Inc. logo
FELE Franklin Electric Co., Inc.
+2.44%
+$14,429.34
AGCO Corporation logo
AGCO AGCO Corporation
+2.43%
+$7,733.98
Watts Water Technologies Inc. logo
WTS Watts Water Technologies Inc.
+2.43%
+$10,782.31
Zebra Technologies Corporation logo
ZBRA Zebra Technologies Corporation
+2.39%
+$5,247.09
CSX Corporation logo
CSX CSX Corporation
+2.37%
+$56,843.6
Eli Lilly and Company logo
LLY Eli Lilly and Company
+2.31%
+$40,712.4
Citizens Financial Group, Inc. logo
CFG Citizens Financial Group, Inc.
+2.29%
+$38,994.79
Lithia Motors Inc. logo
LAD Lithia Motors Inc.
+2.27%
+$6,136.08
Exponent Inc. logo
EXPO Exponent Inc.
+2.26%
+$10,622.5
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
+2.22%
+$15,620.19
Wynn Resorts, Limited logo
WYNN Wynn Resorts, Limited
+2.2%
+$18,615.68
Martin Marietta Materials, Inc. logo
MLM Martin Marietta Materials, Inc.
+2.17%
+$10,099.14
CVS Health Corporation logo
CVS CVS Health Corporation
+2.16%
+$40,159.22
Titan International Inc. logo
TWI Titan International Inc.
+2.14%
+$2,508.99
Balchem Corporation logo
BCPC Balchem Corporation
+2.11%
+$10,001.53
Huntington Bancshares Incorporated logo
HBAN Huntington Bancshares Incorporated
+2.11%
+$45,669.33
NCR Voyix Corp logo
VYX NCR Voyix Corp
+2.08%
+$2,038.27
Eagle Materials Inc. logo
EXP Eagle Materials Inc.
+2.01%
+$9,558.12
Texas Roadhouse Inc. logo
TXRH Texas Roadhouse Inc.
+2%
+$5,129.9
Henry Schein, Inc. logo
HSIC Henry Schein, Inc.
+1.91%
+$10,709.58
Ametek Inc. logo
AME Ametek Inc.
+1.87%
+$25,896
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
+1.87%
+$5,025
lululemon athletica inc. logo
LULU lululemon athletica inc.
+1.86%
+$5,121.08
Vertex Pharmaceuticals Incorporated logo
VRTX Vertex Pharmaceuticals Incorporated
+1.81%
+$25,429.79
Webster Financial Corporation logo
WBS Webster Financial Corporation
+1.81%
+$17,912.7
Hasbro Inc. logo
HAS Hasbro Inc.
+1.79%
+$12,240.69
LKQ Corporation logo
LKQ LKQ Corporation
+1.77%
+$4,086
Voya Financial Inc. logo
VOYA Voya Financial Inc.
+1.75%
+$11,873.16
American Express Company logo
AXP American Express Company
+1.7%
+$15,462.33
M&T Bank Corporation logo
MTB M&T Bank Corporation
+1.66%
+$30,772.22
KeyCorp logo
KEY KeyCorp
+1.64%
+$77,071.32
MetLife Inc. logo
MET MetLife Inc.
+1.61%
+$44,281.23
Regeneron Pharmaceuticals, Inc. logo
REGN Regeneron Pharmaceuticals, Inc.
+1.6%
+$3,600
Armstrong World Industries, Inc. logo
AWI Armstrong World Industries, Inc.
+1.59%
+$3,237.96
Xylem Inc. logo
XYL Xylem Inc.
+1.59%
+$29,517.1
Pentair plc logo
PNR Pentair plc
+1.58%
+$15,719.43
The Toro Company logo
TTC The Toro Company
+1.56%
+$6,951.15
Blackstone Inc. logo
BX Blackstone Inc.
+1.54%
+$8,659.62
T. Rowe Price Group, Inc. logo
TROW T. Rowe Price Group, Inc.
+1.53%
+$4,073.37
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
+1.5%
+$44,051.7
Seacoast Banking Corporation of Florida logo
SBCF Seacoast Banking Corporation of Florida
+1.43%
+$8,464.72
Sysco Corporation logo
SYY Sysco Corporation
+1.39%
+$37,939.63
Amazon.com Inc logo
AMZN Amazon.com Inc
+1.37%
+$6,012.5
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+1.35%
+$17,330.52
Linde plc logo
LIN Linde plc
+1.29%
+$6,654.8
Phinia Inc. logo
PHIN Phinia Inc.
+1.27%
+$4,971.25
Ulta Beauty Inc. logo
ULTA Ulta Beauty Inc.
+1.27%
+$4,706.26
Airbnb, Inc. logo
ABNB Airbnb, Inc.
+1.26%
+$15,331.69
Prudential Financial, Inc. logo
PRU Prudential Financial, Inc.
+1.24%
+$21,420.1
Core & Main Inc. logo
CNM Core & Main Inc.
+1.23%
+$3,707.58
Globe Life Inc. logo
GL Globe Life Inc.
+1.23%
+$8,964
Fulton Financial Corporation logo
FULT Fulton Financial Corporation
+1.21%
+$13,210.73
Old National Bancorp logo
ONB Old National Bancorp
+1.19%
+$8,850.51
BankUnited, Inc. logo
BKU BankUnited, Inc.
+1.19%
+$15,089.61
Apple Inc. logo
AAPL Apple Inc.
+1.16%
+$15,153.34
Cincinnati Financial Corporation logo
CINF Cincinnati Financial Corporation
+1.16%
+$10,572.59
Simmons First National Corporation logo
SFNC Simmons First National Corporation
+1.14%
+$2,547
PayPal Holdings Inc logo
PYPL PayPal Holdings Inc
+1.12%
+$3,814.72
Murphy USA Inc. logo
MUSA Murphy USA Inc.
+1.09%
+$7,321.28
Cullen/Frost Bankers Inc. logo
CFR Cullen/Frost Bankers Inc.
+1.08%
+$15,949.64
Hilton Worldwide Holdings Inc. logo
HLT Hilton Worldwide Holdings Inc.
+1.06%
+$28,224.42
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
+1.03%
+$2,364.57
Stifel Financial Corp. logo
SF Stifel Financial Corp.
+1.02%
+$3,744.36
Trinity Industries Inc. logo
TRN Trinity Industries Inc.
+0.98%
+$3,170.64
Helix Energy Solutions Group, Inc. logo
HLX Helix Energy Solutions Group, Inc.
+0.94%
+$2,151.54
HCA Healthcare Inc. logo
HCA HCA Healthcare Inc.
+0.93%
+$7,130.52
McDonald's Corporation logo
MCD McDonald's Corporation
+0.92%
+$36,782.34
Hope Bancorp Inc. logo
HOPE Hope Bancorp Inc.
+0.89%
+$3,184.93
Otis Worldwide Corporation logo
OTIS Otis Worldwide Corporation
+0.89%
+$12,706.28
Cintas Corporation logo
CTAS Cintas Corporation
+0.87%
+$6,562.64
Robert Half Inc. logo
RHI Robert Half Inc.
+0.86%
+$2,479.95
Conagra Brands Inc. logo
CAG Conagra Brands Inc.
+0.86%
+$2,081.84
BGC Group, Inc. logo
BGC BGC Group, Inc.
+0.86%
+$3,009.6
United Community Banks, Inc. logo
UCB United Community Banks, Inc.
+0.84%
+$5,863.02
First Horizon Corporation logo
FHN First Horizon Corporation
+0.83%
+$4,836.98
Western Alliance Bancorporation logo
WAL Western Alliance Bancorporation
+0.81%
+$1,856.68
EIDP, Inc. logo
CTA-PA EIDP, Inc.
+0.81%
+$1,570.36
Ford Motor Company 6.500% Notes logo
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$6,837.07
Universal Health Services, Inc. logo
UHS Universal Health Services, Inc.
+0.78%
+$4,291.74
Sempra logo
SRE Sempra
+0.76%
+$10,352.78
United Rentals, Inc. logo
URI United Rentals, Inc.
+0.69%
+$5,416.6
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
+0.68%
+$3,578.03
Sprinklr Inc. logo
CXM Sprinklr Inc.
+0.65%
+$899.29
Abbott Laboratories logo
ABT Abbott Laboratories
+0.62%
+$9,120.65
BlackRock, Inc. logo
BLK BlackRock, Inc.
+0.6%
+$4,657.29
Independent Bank Corp. logo
INDB Independent Bank Corp.
+0.58%
+$4,425.05
Vail Resorts, Inc. logo
MTN Vail Resorts, Inc.
+0.57%
+$2,411.76
International Bancshares Corporation logo
IBOC International Bancshares Corporation
+0.54%
+$3,602.26
Brink's Company logo
BCO Brink's Company
+0.54%
+$1,344.06
Marsh & McLennan Companies, Inc. logo
MRSH Marsh & McLennan Companies, Inc.
+0.52%
+$20,983.53
Kirby Corporation logo
KEX Kirby Corporation
+0.52%
+$1,384.03
Mettler-Toledo International Inc. logo
MTD Mettler-Toledo International Inc.
+0.48%
+$2,068
Assurant Inc. logo
AIZ Assurant Inc.
+0.44%
+$11,176.83
Public Service Enterprise Group Incorporated logo
PEG Public Service Enterprise Group Incorporated
+0.43%
+$7,714.6
Provident Financial Services Inc. logo
PFS Provident Financial Services Inc.
+0.43%
+$2,421.8
Rb Global Inc. logo
RBA Rb Global Inc.
+0.41%
+$4,609.26
MSC Industrial Direct Co., Inc. logo
MSM MSC Industrial Direct Co., Inc.
+0.36%
+$1,710.52
Wells Fargo & Company logo
WFC Wells Fargo & Company
+0.35%
+$3,934.43
Texas Capital Bancshares Inc. logo
TCBI Texas Capital Bancshares Inc.
+0.34%
+$2,355.66
Preferred Bank logo
PFBC Preferred Bank
+0.33%
+$721.05
Alphabet Inc logo
GOOGL Alphabet Inc
+0.33%
+$2,101.92
Taylor Morrison Home Corporation logo
TMHC Taylor Morrison Home Corporation
+0.31%
+$5,735.62
Principal Financial Group, Inc. logo
PFG Principal Financial Group, Inc.
+0.3%
+$7,666.89
American International Group Inc. logo
AIG American International Group Inc.
+0.27%
+$1,434.4
Northwest Bancshares Inc. logo
NWBI Northwest Bancshares Inc.
+0.24%
+$939.58
Service Corporation International logo
SCI Service Corporation International
+0.22%
+$588.64
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+0.21%
+$1,385.06
FB Financial Corp logo
FBK FB Financial Corp
+0.2%
+$796.4
WaFd, Inc. logo
WAFD WaFd, Inc.
+0.19%
+$698.04
Xcel Energy Inc. logo
XEL Xcel Energy Inc.
+0.19%
+$6,921.84
Fidelity National Financial, Inc. logo
FNF Fidelity National Financial, Inc.
+0.19%
+$554.49
Comcast Corp logo
CMCSA Comcast Corp
+0.06%
+$540.97
Halliburton Company logo
HAL Halliburton Company
+0.06%
+$1,477.5
UGI Corporation logo
UGI UGI Corporation
+0.06%
+$382.66
DTE Energy Company logo
DTE DTE Energy Company
+0.05%
+$206.01
General Mills, Inc. logo
GIS General Mills, Inc.
+0.04%
+$202.16
Westlake Corporation logo
WLK Westlake Corporation
+0.03%
+$84.84
AmerisourceBergen Corporation logo
ABC AmerisourceBergen Corporation
0%
$0
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
0%
$0
Anthem Inc logo
ANTM Anthem Inc
0%
$0
Ball Corp logo
BLL Ball Corp
0%
$0
logo
COO
0%
$0
logo
EQT
0%
$0
logo
JCI
0%
$0
logo
LEN
0%
$0
Masimo Corporation logo
MASI Masimo Corporation
0%
$0
Mister Car Wash, Inc. logo
MCW Mister Car Wash, Inc.
0%
$0
PerkinElmer, Inc. logo
PKI PerkinElmer, Inc.
0%
$0
Autodesk, Inc. logo
ADSK Autodesk, Inc.
-6.83%
-$14,742
Adobe Inc. logo
ADBE Adobe Inc.
-6.25%
-$20,280.78
Workday Inc. logo
WDAY Workday Inc.
-4.79%
-$12,863.68
Morningstar, Inc. logo
MORN Morningstar, Inc.
-4.52%
-$8,410
FactSet Research Systems Inc. logo
FDS FactSet Research Systems Inc.
-4.49%
-$19,835.62
Antero Resources Corporation logo
AR Antero Resources Corporation
-3.98%
-$12,173.66
H&R Block Inc. logo
HRB H&R Block Inc.
-3.57%
-$8,164.87
Verra Mobility Corporation logo
VRRM Verra Mobility Corporation
-3.31%
-$4,155.7
Paylocity Holding Corporation logo
PCTY Paylocity Holding Corporation
-2.91%
-$11,579.75
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-2.7%
-$150,248.42
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
-2.68%
-$94,575.28
Matador Resources Company logo
MTDR Matador Resources Company
-2.51%
-$16,021.8
Ovintiv Inc. logo
OVV Ovintiv Inc.
-2.45%
-$28,100.38
Altria Group, Inc. logo
MO Altria Group, Inc.
-2.39%
-$46,935
CF Industries Holdings, Inc. logo
CF CF Industries Holdings, Inc.
-2.34%
-$53,429.76
Permian Resources Corporation logo
PR Permian Resources Corporation
-2.31%
-$9,640.54
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
-2.3%
-$90,291.41
Viper Energy Inc. Class A Common Stock logo
VNOM Viper Energy Inc. Class A Common Stock
-2.29%
-$19,516
Bunge Global S.A. logo
BG Bunge Global S.A.
-2.21%
-$12,411.63
Moody's Corporation logo
MCO Moody's Corporation
-2.1%
-$53,552.85
Dow Inc. logo
DOW Dow Inc.
-2.06%
-$14,549.08
Boston Scientific Corporation logo
BSX Boston Scientific Corporation
-1.98%
-$6,315.41
Cboe Global Markets Inc. logo
CBOE Cboe Global Markets Inc.
-1.98%
-$4,980.15
Agilent Technologies Inc. logo
A Agilent Technologies Inc.
-1.91%
-$29,141.31
Phillips 66 logo
PSX Phillips 66
-1.91%
-$35,914.72
First American Financial Corporation logo
FAF First American Financial Corporation
-1.89%
-$6,715
Fti Consulting Inc. logo
FCN Fti Consulting Inc.
-1.85%
-$13,463.75
Radian Group Inc. logo
RDN Radian Group Inc.
-1.6%
-$11,867.57
ExlService Holdings Inc. logo
EXLS ExlService Holdings Inc.
-1.58%
-$2,908.58
Republic Services, Inc. logo
RSG Republic Services, Inc.
-1.58%
-$33,831.84
Expand Energy Corporation logo
EXE Expand Energy Corporation
-1.56%
-$14,550.72
Fidelity National Information Services, Inc. logo
FIS Fidelity National Information Services, Inc.
-1.54%
-$6,802.8
Essent Group Ltd. logo
ESNT Essent Group Ltd.
-1.51%
-$6,068.02
Rollins, Inc. logo
ROL Rollins, Inc.
-1.49%
-$14,180.83
Broadridge Financial Solutions, Inc. logo
BR Broadridge Financial Solutions, Inc.
-1.46%
-$6,246.66
Churchill Downs Incorporated logo
CHDN Churchill Downs Incorporated
-1.42%
-$2,668.68
Jack Henry & Associates, Inc. logo
JKHY Jack Henry & Associates, Inc.
-1.39%
-$18,268.3
IQVIA Holdings Inc. logo
IQV IQVIA Holdings Inc.
-1.37%
-$9,265.29
Danaher Corporation logo
DHR Danaher Corporation
-1.31%
-$4,564.54
Kinder Morgan, Inc. logo
KMI Kinder Morgan, Inc.
-1.3%
-$6,674.86
New Jersey Resources Corporation logo
NJR New Jersey Resources Corporation
-1.23%
-$6,753.08
Copart Inc. logo
CPRT Copart Inc.
-1%
-$2,583.63
Visa Inc. Class A logo
V Visa Inc. Class A
-0.99%
-$7,818.67
Tyson Foods Inc. logo
TSN Tyson Foods Inc.
-0.84%
-$9,034.81
NMI Holdings Inc. logo
NMIH NMI Holdings Inc.
-0.81%
-$1,852.5
Church & Dwight Co., Inc. logo
CHD Church & Dwight Co., Inc.
-0.76%
-$8,585.25
Dnow Inc. logo
DNOW Dnow Inc.
-0.76%
-$1,402.28
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
-0.76%
-$1,892.55
HealthEquity Inc. logo
HQY HealthEquity Inc.
-0.75%
-$1,500.13
NetApp, Inc. logo
NTAP NetApp, Inc.
-0.73%
-$9,588
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
-0.72%
-$4,286.72
Lakeland Financial Corporation logo
LKFN Lakeland Financial Corporation
-0.64%
-$2,035.8
The Hartford Insurance Group, Inc. logo
HIG The Hartford Insurance Group, Inc.
-0.63%
-$18,513.96
Gen Digital Inc. Contingent Value Right logo
GENVR Gen Digital Inc. Contingent Value Right
-0.61%
-$90.05
Helmerich & Payne Inc. logo
HP Helmerich & Payne Inc.
-0.58%
-$1,892.9
WEC Energy Group Inc. logo
WEC WEC Energy Group Inc.
-0.58%
-$27,820.36
Dynatrace, Inc. logo
DT Dynatrace, Inc.
-0.57%
-$1,565.15
O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
-0.55%
-$7,535
Las Vegas Sands Corp. logo
LVS Las Vegas Sands Corp.
-0.55%
-$2,975.28
Aflac Inc. logo
AFL Aflac Inc.
-0.54%
-$5,601.33
The Clorox Company logo
CLX The Clorox Company
-0.5%
-$7,726
Warner Music Group Corp. logo
WMG Warner Music Group Corp.
-0.49%
-$1,448.16
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.47%
-$1,436.39
Pinnacle West Capital Corporation logo
PNW Pinnacle West Capital Corporation
-0.47%
-$12,754.08
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
-0.45%
-$3,216.11
Roper Technologies Inc. logo
ROP Roper Technologies Inc.
-0.4%
-$1,785.97
McCormick & Company, Incorporated logo
MKC McCormick & Company, Incorporated
-0.38%
-$4,102.86
Oge Energy Corp. logo
OGE Oge Energy Corp.
-0.38%
-$4,273.38
Procter & Gamble Co logo
PG Procter & Gamble Co
-0.35%
-$10,051.14
Western Union Co. logo
WU Western Union Co.
-0.34%
-$771.95
Edwards Lifesciences Corporation logo
EW Edwards Lifesciences Corporation
-0.34%
-$2,437.16
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-0.32%
-$8,346.24
Cadence Design Systems, Inc. logo
CDNS Cadence Design Systems, Inc.
-0.31%
-$1,908.76
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-0.25%
-$7,168.88
Quest Diagnostics Inc. logo
DGX Quest Diagnostics Inc.
-0.24%
-$848.64
Arch Capital Group Ltd logo
ACGL Arch Capital Group Ltd
-0.22%
-$7,376.6
PPL Corporation logo
PPL PPL Corporation
-0.21%
-$8,331.6
Fortive Corporation logo
FTV Fortive Corporation
-0.2%
-$4,243.32
Dolby Laboratories Inc. logo
DLB Dolby Laboratories Inc.
-0.19%
-$812.4
CenterPoint Energy Inc. logo
CNP CenterPoint Energy Inc.
-0.19%
-$7,551.84
Motorola Solutions, Inc. logo
MSI Motorola Solutions, Inc.
-0.17%
-$4,788.6
National Bank Holdings Corporation logo
NBHC National Bank Holdings Corporation
-0.09%
-$358.84
NiSource Inc. logo
NI NiSource Inc.
-0.04%
-$2,030
Korn Ferry logo
KFY Korn Ferry
-0.01%
-$116.53
Oasis Petroleum Inc logo
OAS Oasis Petroleum Inc
-0.01%
-$32.38
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Dividends

Dividend Analysis

Yearly
$
Trades
3469
Longs Won
984/3469 28%
Profit Factor
2.17
Profitability
Shorts Won
0/0 0%
Standard Deviation
$116,856.66
Average Win
$77,932.73
Best Trade
(Jun 11) $5M
Sharpe Ratio
-8.22
Average Loss
-$14,202.74
Worst Trade
(Jun 10) -$599,558.3
Z-Score
-14.01 (100%)
Commissions
$0
Avg. Trade Length
4m 2w 3d
Expectancy
$11,931.97
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 20,833 18,750 16,667 14,583 12,500 10,417 8,333 6,250 4,167 2,083
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
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
Account USV