BS
Barrett Schultz Portfolio
Invests via Ashton Thomas Securities LLC | Managed by Barrett Schultz
Invests via Ashton Thomas Securities LLC
Managed by Barrett Schultz
Automatically Tracked
Barrett Schultz Profile
Barrett Schultz is a distinguished entrepreneur with a keen focus on technology-driven ventures. With over a decade of experience in building innovative startups, he has successfully launched several companies that address emerging market needs through cutting-edge solutions. His role as founder and CEO enables him to blend vision with execution, resulting in substantial growth and impactful products that resonate within the tech ecosystem. An advocate for fostering new talent, Barrett actively engages with aspiring entrepreneurs, offering mentorship to help them navigate the complexities of business development and capital raising. His dynamic leadership reflects an acute understanding of market trends, positioning him as a pivotal figure in shaping the future of tech entrepreneurship.
Barrett Schultz is a distinguished entrepreneur with a keen focus on technology-driven ventures. With over a decade of experience in building innovative startups, he has successfully launched several companies that address emerging market needs through cutting-edge solutions. His role as founder and CEO enables him to blend vision with execution, resulting in substantial growth and impactful products that resonate within the tech ecosystem. An advocate for fostering new talent, Barrett actively engages with aspiring entrepreneurs, offering mentorship to help them navigate the complexities of business development and capital raising. His dynamic leadership reflects an acute understanding of market trends, positioning him as a pivotal figure in shaping the future of tech entrepreneurship.
Investment Philosophy & Strategy
Focusing on transformative solutions, Barrett Schultz employs a forward-thinking investment strategy rooted in technology and innovation. With an entrepreneurial mindset, he prioritizes identifying disruptive opportunities within emerging markets that promise scalability and significant impact. His extensive experience in founding and leading startups equips him with the insights needed to navigate complex business environments effectively. Passionate about mentoring the next generation of entrepreneurs, he cultivates talent while strategically assessing potential collaborations that enhance operational success. This unique combination of strategic vision and hands-on execution drives sustained growth across his ventures.
Focusing on transformative solutions, Barrett Schultz employs a forward-thinking investment strategy rooted in technology and innovation. With an entrepreneurial mindset, he prioritizes identifying disruptive opportunities within emerging markets that promise scalability and significant impact. His extensive experience in founding and leading startups equips him with the insights needed to navigate complex business environments effectively. Passionate about mentoring the next generation of entrepreneurs, he cultivates talent while strategically assessing potential collaborations that enhance operational success. This unique combination of strategic vision and hands-on execution drives sustained growth across his ventures.
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:
32.74%
Gain -0.05%
Monthly
1.05%
Yearly
13.32%
Drawdown
13.73%
$694.59M
Equity
Holdings
$694.59M
Investment
$589.01M
$149.02M
Profit -$105,880.18
Realized
$43.45M
Unrealized
$105.57M
Dividends
$22.42M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$105,880.18
Win %
58%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$105,880.18
Win %
58%
This Month
Compared to last month
Gain
0.25%
Profit
$1.7M
Win %
58%
This Year
Compared to last year
Gain
2.72%
Profit
$18.67M
Win %
59%
DYAI Dyadic International Inc.
+9.2%
+$1,428.12 
ARM Arm Holdings plc American Depositary Receipt
+7.98%
+$57,695.09 
TXN Texas Instruments Inc
+5.4%
+$45,706.85 
COHR Coherent Corp.
+5.15%
+$21,963.84 
TSLA Tesla, Inc.
+5.12%
+$300,795 
BGC BGC Group, Inc.
+4.43%
+$119,419.23 
KLAC KLA Corporation
+4.12%
+$40,647.46 
ADI Analog Devices, Inc.
+3.92%
+$57,578.36 
DELL Dell Technologies Inc.
+3.75%
+$13,946.39 
FCX Freeport-McMoRan Inc.
+3.71%
+$10,709.19 
FIX Comfort Systems USA, Inc.
+3.51%
+$14,305.84 
AVGO Broadcom Inc.
+3.28%
+$232,293.8 
LRCX Lam Research Corporation
+3.16%
+$29,784.15 
AMD Advanced Micro Devices, Inc.
+3.07%
+$92,347.75 
NXPI NXP Semiconductors N.V.
+2.96%
+$7,536.67 
IBKR Interactive Brokers Group Inc.
+2.83%
+$21,228.48 
QCOM QUALCOMM Incorporated
+2.69%
+$7,892.46 
AMAT Applied Materials, Inc.
+2.68%
+$25,602.6 
EXPD Expeditors International of Washington, Inc.
+2.65%
+$20,612.18 
JBL Jabil Inc.
+2.63%
+$6,776.79 
APH Amphenol Corporation
+2.5%
+$85,189.12 
BAI iShares A.I. Innovation and Tech Active ETF
+2.49%
+$91,776.37 
COPP Sprott Copper Miners ETF
+2.39%
+$354.6 
JCI Johnson Controls International plc
+2.38%
+$10,209.08 
CAT Caterpillar Inc.
+2.29%
+$43,841.88 
CSCO Cisco Systems, Inc.
+2.27%
+$25,707.76 
INTC Intel Corporation
+2.23%
+$21,233.64 
ORCL Oracle Corporation
+2.21%
+$51,889.85 
PWR Quanta Services Inc.
+2.17%
+$5,124.62 
NSC Norfolk Southern Corporation
+2.13%
+$4,448.64 
GLW Corning Incorporated
+2.11%
+$4,651.08 
NVDA NVIDIA Corporation
+2.04%
+$634,993.5 
CVS CVS Health Corporation
+2.03%
+$12,804.23 
UNP Union Pacific Corporation
+2%
+$80,468.48 
CNC Centene Corporation
+1.98%
+$42,169.71 
CMI Cummins Inc.
+1.95%
+$13,547.49 
HUBB Hubbell Inc.
+1.74%
+$5,417.47 
APD Air Products and Chemicals, Inc.
+1.7%
+$9,011.72 
HOOD Robinhood Markets, Inc.
+1.56%
+$3,676.62 
NMRK Newmark Group Inc.
+1.54%
+$16,754.79 
UHAL-B U-Haul Holding Company
+1.5%
+$20,928.78 
DRI Darden Restaurants, Inc.
+1.46%
+$6,707.52 
GHI Greystone Housing Impact Investors L.P.
+1.46%
+$2,010.08 
MEDP Medpace Holdings Inc.
+1.45%
+$4,090.63 
AWK American Water Works Company, Inc.
+1.45%
+$11,666.1 
PANW Palo Alto Networks, Inc.
+1.39%
+$63,046.56 
XEL Xcel Energy Inc.
+1.39%
+$7,196.14 
ILMN Illumina, Inc.
+1.39%
+$4,802.4 
XNTK SPDR NYSE Technology ETF
+1.38%
+$837.6 
PH Parker-Hannifin Corporation
+1.38%
+$16,120.76 
HLT Hilton Worldwide Holdings Inc.
+1.36%
+$11,317.6 
GOOGL Alphabet Inc
+1.35%
+$192,396.64 
AVES Avantis Emerging Markets Value ETF
+1.35%
+$273 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+1.35%
+$7,713.87 
IDEF iShares U.S. Defense & Aerospace Index ETF
+1.33%
+$26,346.69 
VPL Vanguard FTSE Pacific ETF
+1.32%
+$1,418.34 
ECL Ecolab Inc.
+1.32%
+$12,012.11 
GOOG Alphabet Inc
+1.32%
+$73,937.49 
DE Deere & Company
+1.31%
+$15,504.46 
VAW Vanguard Materials ETF
+1.27%
+$432.12 
CGXU Capital Group International Focus Equity ETF
+1.26%
+$3,525.14 
VGT Vanguard Information Technology ETF
+1.24%
+$8,930.15 
VCR Vanguard Consumer Discretionary ETF
+1.22%
+$419.24 
XLK State Street Technology Select Sector SPDR ETF
+1.21%
+$118,348.8 
XLB Materials Select Sector SPDR Fund
+1.17%
+$4,618.14 
QQQM Invesco NASDAQ 100 ETF
+1.17%
+$11,523.99 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.17%
+$9,546.59 
FNDA Schwab Fundamental U.S. Small Company ETF
+1.16%
+$922.5 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.15%
+$574.73 
AOD Abrdn Total Dynamic Dividend Fund
+1.14%
+$11,557.5 
QQQ Invesco QQQ Trust, Series 1
+1.12%
+$11,790.63 
VXF Vanguard Extended Market ETF
+1.12%
+$31.32 
SYK Stryker Corporation
+1.1%
+$16,808.68 
VUG Vanguard Growth ETF
+1.1%
+$47,070.46 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
+1.08%
+$171,411.12 
NEE NextEra Energy, Inc.
+1.07%
+$11,548.06 
MDT Medtronic plc
+1.06%
+$4,130.8 
VB Vanguard Small-Cap ETF
+1.06%
+$8,393.6 
A Agilent Technologies Inc.
+1.04%
+$28,813.32 
VOT Vanguard Mid-Cap Growth ETF
+1.04%
+$514.08 
HWM Howmet Aerospace Inc.
+1.03%
+$11,328.69 
VIS Vanguard Industrials ETF
+1.02%
+$34,455.3 
SCHF Schwab International Equity ETF
+1.01%
+$1,981.1 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+1%
+$58,372.68 
BNL Broadstone Net Lease Inc.
+0.99%
+$2,619.18 
TT Trane Technologies plc
+0.98%
+$4,343.13 
CRWD CrowdStrike Holdings, Inc.
+0.98%
+$7,495.93 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.98%
+$126,382.08 
ET Energy Transfer L.P.
+0.97%
+$2,418 
AEP American Electric Power Company, Inc.
+0.97%
+$7,036.56 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.95%
+$71.76 
AMZN Amazon.com Inc
+0.94%
+$150,763.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.94%
+$125,408.58 
EXC Exelon Corporation
+0.94%
+$5,500.5 
BX Blackstone Inc.
+0.93%
+$6,797.44 
CGIE Capital Group International Equity ETF
+0.92%
+$11,708.25 
VEU Vanguard FTSE All-World ex-US ETF
+0.92%
+$5,524.44 
XLI Industrial Select Sector SPDR Fund
+0.91%
+$1,829.52 
DIS The Walt Disney Company
+0.9%
+$25,502.88 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.89%
+$24.78 
WMB The Williams Companies, Inc.
+0.88%
+$9,064.6 
AVUV Avantis U.S. Small Cap Value ETF
+0.86%
+$1,125.79 
MS Morgan Stanley
+0.86%
+$3,387.45 
XLG Invesco S&P 500 Top 50 ETF
+0.85%
+$66,475.62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.84%
+$2,541.09 
NAN Nuveen New York Quality Municipal Income Fund
+0.84%
+$13,890.77 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.84%
+$676.6 
GDV Gabelli Dividend & Income Trust
+0.84%
+$6,509.5 
CORO Ishares International Country Rotational Active ETF
+0.83%
+$17,288.1 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.83%
+$1,372.87 
MDB MongoDB Inc.
+0.8%
+$6,656.87 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.8%
+$25,591.5 
VGK Vanguard FTSE Europe ETF
+0.78%
+$87.77 
USA Liberty All Star Equity Fund
+0.78%
+$5,661.05 
SETM Sprott Critical Materials ETF
+0.77%
+$2,644.62 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.76%
+$468.3 
VONE Vanguard Russell 1000 ETF
+0.75%
+$399.9 
FNV Franco-Nevada Corporation
+0.75%
+$18,710.67 
BLCR iShares Large Cap Core ACT ETF
+0.74%
+$18,016.81 
BN Brookfield Corporation
+0.74%
+$14,403.42 
CGGR Capital Group Growth ETF
+0.74%
+$11,643.1 
ANET Arista Networks, Inc.
+0.74%
+$13,262.06 
ZTS Zoetis Inc.
+0.73%
+$8,753.7 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.73%
+$341 
DXJ WisdomTree Japan Hedged Equity Fund
+0.72%
+$72.52 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.71%
+$62.75 
CGUS Capital Group Core Equity ETF
+0.71%
+$19,453.46 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.7%
+$47.52 
SPY SPDR S&P 500 ETF Trust
+0.69%
+$6,637.51 
EPS WisdomTree U.S. LargeCap Fund
+0.69%
+$2,409 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.68%
+$894.97 
SCHB Schwab U.S. Broad Market ETF
+0.68%
+$1,376.4 
ZTR Virtus Total Return Fund Inc.
+0.67%
+$9,472 
VOO Vanguard S&P 500 ETF
+0.67%
+$417,416.1 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.67%
+$13,245.7 
YUM Yum! Brands, Inc.
+0.67%
+$4,899.44 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
+0.67%
+$1,742.5 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.66%
+$187,022.2 
AAPL Apple Inc.
+0.65%
+$142,107.9 
THRO iShares U.S. Thematic Rotation Active ETF
+0.65%
+$14,586.58 
CGDV Capital Group Dividend Value ETF
+0.65%
+$23,381.19 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.65%
+$282.46 
VWO Vanguard FTSE Emerging Markets ETF
+0.64%
+$6,333.48 
C Citigroup Inc.
+0.64%
+$2,579.85 
FNDF Schwab Fundamental International Large Company Index ETF
+0.64%
+$822.8 
IDXX IDEXX Laboratories, Inc.
+0.63%
+$2,070.25 
OKTA Okta Inc.
+0.61%
+$2,163.33 
UNH UnitedHealth Group Incorporated
+0.6%
+$12,951.6 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.59%
+$11,234.53 
O Realty Income Corporation
+0.59%
+$2,397.15 
AVDV Avantis International Small Cap Value ETF
+0.59%
+$415.93 
MMT MFS Multimarket Income Trust
+0.58%
+$4,309.48 
VIG Vanguard Dividend Appreciation ETF
+0.58%
+$8,194 
VO Vanguard Mid-Cap ETF
+0.58%
+$1,703.84 
GS The Goldman Sachs Group, Inc.
+0.58%
+$12,457.95 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.58%
+$43,870.8 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.57%
+$1,858.39 
SCHE Schwab Emerging Markets Equity ETF
+0.56%
+$489.75 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.56%
+$263.22 
VPU Vanguard Utilities ETF
+0.56%
+$203.52 
VTN Invesco Trust for Investment Grade New York Municipals
+0.52%
+$7,060 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.51%
+$66.67 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.51%
+$21 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.51%
+$6,483.75 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.51%
+$242.11 
MYN BlackRock MuniYield New York Quality Fund, Inc.
+0.5%
+$1,485 
HD The Home Depot, Inc.
+0.5%
+$10,384.65 
VOX Vanguard Communication Services ETF
+0.5%
+$480.34 
META Meta Platforms Inc Class A
+0.48%
+$64,800.28 
XLU Utilities Select Sector SPDR Fund
+0.48%
+$3,560.41 
DTD WisdomTree U.S. Total Dividend Fund
+0.47%
+$3,954.28 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.47%
+$17,980.6 
RNR Renaissancere Holdings Ltd.
+0.46%
+$1,790.81 
STT State Street Corp
+0.46%
+$1,507.2 
MNST Monster Beverage Corporation
+0.45%
+$7,163.76 
CGBL Capital Group Core Balanced ETF
+0.45%
+$7,623 
ATO Atmos Energy Corporation
+0.44%
+$1,654.62 
BUFQ FT Nasdaq Buffer ETF July.
+0.43%
+$31.85 
RSP Invesco S&P 500 Equal Weight ETF
+0.43%
+$45 
HIX Western Asset High Income Fund II Inc.
+0.42%
+$240 
DVN Devon Energy Corporation
+0.42%
+$1,254 
ETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
+0.42%
+$810 
SCHC Schwab International Small-Cap Equity ETF
+0.41%
+$23,476.6 
VNQ Vanguard Real Estate ETF
+0.4%
+$1,452.66 
FMHI First Trust Municipal High Income Fund
+0.4%
+$14,942.03 
JQUA JPMorgan U.S. Quality Factor ETF
+0.39%
+$24.07 
BUFR FT Vestladder Buffer ETF-USD I
+0.39%
+$2,215.02 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.38%
+$1,675.08 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.37%
+$12.73 
PSP Invesco Global Listed Private Equity ETF
+0.36%
+$2,147.8 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.36%
+$164.47 
BOE BlackRock Enhanced Global Dividend Trust
+0.34%
+$710 
ABBV AbbVie Inc.
+0.34%
+$7,490.79 
GSEP FT Vest US Equity Moderate B Fund
+0.33%
+$2.8 
RWL Invesco S&P 500 Revenue ETF
+0.32%
+$40,434.28 
URNM Sprott Uranium Miners ETF
+0.32%
+$21.6 
MSFT Microsoft Corp.
+0.32%
+$71,476.46 
VTEB Vanguard Tax-Exempt Bond ETF
+0.32%
+$33,506.7 
MO Altria Group, Inc.
+0.31%
+$4,827.9 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.31%
+$12,345.49 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.31%
+$4,587.96 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.31%
+$747.32 
SPLV Invesco S&P 500 Low Volatility ETF
+0.3%
+$190.05 
EVV Eaton Vance Limited Duration Income Fund
+0.29%
+$475 
TMO Thermo Fisher Scientific Inc.
+0.28%
+$7,505.64 
BLK BlackRock, Inc.
+0.27%
+$1,265.82 
DUK Duke Energy Corporation
+0.26%
+$1,588.5 
MA Mastercard Incorporated
+0.26%
+$2,162.66 
JNK SPDR Bloomberg High Yield Bond ETF
+0.25%
+$25.3 
GEV GE Vernova Inc.
+0.23%
+$3,747.72 
RTX RTX Corporation
+0.23%
+$922.69 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.22%
+$4,110.94 
JEPI JPMorgan Equity Premium Income Fund
+0.21%
+$871.8 
CGSM Capital Group Short Duration Municipal Income ETF
+0.21%
+$412.83 
ABT Abbott Laboratories
+0.21%
+$794.99 
BRK-B Berkshire Hathaway Inc.
+0.21%
+$16,023 
PNC The PNC Financial Services Group, Inc.
+0.21%
+$528.08 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.2%
+$338.31 
BNDX Vanguard Total International Bond ETF
+0.19%
+$2,862.78 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.18%
+$3,651.03 
DMX DoubleLine Multi-Sector Income ETF
+0.17%
+$131.58 
XLC Communication Services Select Sector SPDR Fund
+0.17%
+$2,087.91 
RAAA Reckoner Leveraged AAA CLO ETF
+0.17%
+$706.32 
ETR Entergy Corporation
+0.17%
+$574.43 
DNOV FT Vest US Equity Deep Buffer Fund
+0.17%
+$1,442.95 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.17%
+$7,690.89 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.17%
+$163.56 
IROC Invesco Rochester High Yield Fund
+0.17%
+$5,770.08 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.16%
+$2,335.12 
XBI SPDR S&P Biotech ETF
+0.16%
+$8.25 
VTV Vanguard Value ETF
+0.16%
+$3,076.32 
SPHY SPDR Portfolio High Yield Bond ETF
+0.16%
+$66.22 
SCHD Schwab U.S. Dividend Equity ETF
+0.15%
+$52.5 
IALT iShares Systematic Alternatives Active ETF
+0.15%
+$3,920.53 
BKLN Invesco Senior Loan ETF
+0.15%
+$284.91 
BA Boeing Company
+0.13%
+$2,751.11 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.12%
+$140.15 
AXP American Express Company
+0.12%
+$734.85 
PG Procter & Gamble Co
+0.11%
+$703.2 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.11%
+$49.1 
KAT Scharf ETF
+0.11%
+$869.82 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.1%
+$47.5 
SBUX Starbucks Corporation
+0.09%
+$825.21 
ADSK Autodesk, Inc.
+0.09%
+$783.48 
HSY The Hershey Company
+0.09%
+$1,311.66 
MCD McDonald's Corporation
+0.09%
+$545.8 
MPC Marathon Petroleum Corporation
+0.07%
+$1,451.45 
WELL Welltower Inc.
+0.07%
+$936.3 
MKL Markel Group Inc.
+0.06%
+$1,435.24 
VDC VANGUARD CONSUMER STAPLES ETF
+0.06%
+$31.72 
DCRE DoubleLine Commercial Real Estate ETF
+0.06%
+$44.97 
WFC Wells Fargo & Company
+0.06%
+$414.68 
WAT Waters Corporation
+0.05%
+$149.6 
WDAY Workday Inc.
+0.05%
+$156.42 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.04%
+$47.2 
BINC iShares Flexible Income Active ETF
+0.03%
+$133.51 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$1,529.4 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$489.48 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$378.73 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$25.86 
WM Waste Management, Inc.
+0.01%
+$30.08 
SQ Block, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
RDIV Invesco S&P Ultra Dividend Revenue ETF
0%
$0 
DSCO DoubleLine Securitized Credit ETF
0%
$0 SEPM
SEPM
0%
$0 
STX Seagate Technology Holdings plc
-12.04%
-$62,503.65 
WDC Western Digital Corporation
-11.79%
-$59,323.2 
NKE Nike, Inc. - Class B
-5.43%
-$13,750.09 
APP AppLovin Corporation Class A Common Stock
-3.87%
-$9,604.98 
FDS FactSet Research Systems Inc.
-3.23%
-$10,438.39 
SNDK SanDisk Corporation
-2.71%
-$14,314.56 
AXON Axon Enterprise, Inc.
-2.69%
-$10,314.87 
HQH Tekla Healthcare Investors
-2.11%
-$5,135.06 
ROST Ross Stores, Inc.
-2.03%
-$4,498.26 
CBOE Cboe Global Markets Inc.
-1.93%
-$4,445.85 
SCHW Charles Schwab Corporation
-1.89%
-$7,536.86 
GILD Gilead Sciences Inc.
-1.74%
-$6,028.8 
ADP Automatic Data Processing Inc.
-1.68%
-$7,707.63 
ACGL Arch Capital Group Ltd
-1.68%
-$3,697.2 
MCO Moody's Corporation
-1.58%
-$13,045.58 
CME CME Group Inc.
-1.46%
-$38,148.26 
MU Micron Technology, Inc.
-1.46%
-$49,947.63 
IBM International Business Machines Corporation
-1.41%
-$11,254.32 
TKO Tko Group Holdings Inc.
-1.32%
-$8,965.81 
PAYX Paychex Inc.
-1.31%
-$5,042.95 
NFLX Netflix, Inc.
-1.29%
-$33,911.5 
PGR Progressive Corporation
-1.23%
-$13,405.89 
MCK McKesson Corporation
-1.19%
-$42,131.44 
TPR Tapestry Inc.
-1.18%
-$2,701.56 
SPGI S&P Global Inc.
-1.17%
-$2,778.48 
IAU iShares Gold Trust
-1.12%
-$15,388.56 
VST Vistra Corp
-1.02%
-$4,738.12 
OXY-WT Occidental Petroleum Corporation
-1%
-$2.52 
AMGN Amgen Inc.
-0.92%
-$6,307.88 
CRM Salesforce Inc
-0.88%
-$14,713.92 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.85%
-$5,656.73 
MRSH Marsh & McLennan Companies, Inc.
-0.84%
-$16,328.45 
VRTX Vertex Pharmaceuticals Incorporated
-0.82%
-$12,889.44 
OTF Blue Owl Technology Finance Corp.
-0.82%
-$1,955.76 
BKNG Booking Holdings Inc.
-0.82%
-$2,957.98 
GM General Motors Company
-0.81%
-$1,753.76 
CEG Constellation Energy Corporation
-0.79%
-$1,758.49 
KO The Coca-Cola Company
-0.78%
-$20,349.9 
ISRG Intuitive Surgical, Inc.
-0.76%
-$13,392.51 
DB Deutsche Bank AG
-0.74%
-$6,599.58 
TRGP Targa Resources Corp.
-0.7%
-$2,265.9 
JNJ Johnson & Johnson
-0.69%
-$17,905.37 
CI The Cigna Group
-0.63%
-$6,391.96 
DXCM DexCom, Inc.
-0.58%
-$1,834.5 
VFLO VictoryShares Free Cash Flow ETF
-0.57%
-$1,918.97 
OTIS Otis Worldwide Corporation
-0.56%
-$9,752.04 
TGT Target Corporation
-0.54%
-$2,041.7 
JPM JPMorgan Chase & Co.
-0.51%
-$27,132.95 
CDNS Cadence Design Systems, Inc.
-0.48%
-$2,328.83 
CINF Cincinnati Financial Corporation
-0.47%
-$2,169.06 
OXY Occidental Petroleum Corporation
-0.47%
-$18,939.42 
UBER Uber Technologies, Inc.
-0.45%
-$882.67 
PM Philip Morris International Inc.
-0.44%
-$8,409.56 
TRV The Travelers Companies, Inc.
-0.42%
-$2,985.3 
REGN Regeneron Pharmaceuticals, Inc.
-0.42%
-$4,216.52 
HAS Hasbro Inc.
-0.41%
-$1,043.9 
IGD Voya Global Equity Dividend Fund
-0.41%
-$455 
MSI Motorola Solutions, Inc.
-0.38%
-$4,500.22 
SEIC SEI Investments Company
-0.37%
-$2,368.47 
BGR BlackRock Energy & Resources Trust
-0.35%
-$2,631.3 
OKE ONEOK, Inc.
-0.32%
-$645.68 
LMT Lockheed Martin Corporation
-0.32%
-$5,112.72 
PJP Invesco Pharmaceuticals ETF
-0.31%
-$16.5 
TJX The TJX Companies, Inc.
-0.31%
-$4,129.11 
MBB iShares MBS ETF
-0.28%
-$9,778 
CVX Chevron Corporation
-0.28%
-$3,058.1 
BAC Bank of America Corporation
-0.25%
-$4,456.35 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.23%
-$1,683.87 
CGCB Capital Group Core Bond ETF
-0.22%
-$308.17 
XLV Health Care Select Sector SPDR Fund
-0.2%
-$2,661.18 
ALL Allstate Corporation
-0.2%
-$2,069.32 
PEP PepsiCo, Inc.
-0.19%
-$2,006.88 
T AT&T Inc.
-0.18%
-$950 
XLF Financial Select Sector SPDR Fund
-0.17%
-$3,320.91 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.16%
-$13.89 
VGLT Vanguard Long-Term Treasury Fund
-0.16%
-$101.2 
PLTR Palantir Technologies Inc.
-0.15%
-$1,474.9 
MRK Merck & Co., Inc.
-0.13%
-$1,875.35 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$869.94 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$9.72 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.12%
-$163.94 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$690.34 
COST Costco Wholesale Corporation
-0.12%
-$4,060.26 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$66.36 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
-0.12%
-$9,779.28 
WMT Walmart Inc.
-0.12%
-$2,762.4 
NVO Novo Nordisk A/S Sponsored ADR
-0.11%
-$469.36 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.11%
-$117.22 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.11%
-$2.64 
DBND DoubleLine Opportunistic Bond ETF
-0.09%
-$77.84 
EHI Western Asset Global High Income Fund Inc.
-0.09%
-$55 
DABS DoubleLine Asset-Backed Securities ETF
-0.08%
-$6.91 
GTO Invesco Total Return Bond ETF
-0.08%
-$7,621.7 
ORLY O'Reilly Automotive Inc.
-0.08%
-$853.96 
XLP Consumer Staples Select Sector SPDR Fund
-0.07%
-$249.24 
XLE Energy Select Sector SPDR Fund
-0.07%
-$60.52 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$144.59 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$1,009.76 
VHT Vanguard Health Care ETF
-0.07%
-$586.11 
DMBS DoubleLine Mortgage ETF
-0.07%
-$27.09 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$4,378.5 
BLV Vanguard Long-Term Bond ETF
-0.05%
-$402.18 
VZ Verizon Communications Inc.
-0.04%
-$324.26 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.04%
-$31.68 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$50 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$0.81 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
-0.03%
-$179.15 
VDE Vanguard Energy ETF
-0.02%
-$25.01 
PSX Phillips 66
-0.01%
-$85.38 Events
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Dividends
Dividend Analysis
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| Trades 3504 | Longs Won 1929/3504 55% | Profit Factor 5.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $258,118.96 |
| Average Win $93,797.98 | Best Trade (Oct 06) $6.54M | Sharpe Ratio -21.55 |
| Average Loss -$20,212.19 | Worst Trade (Sep 30) -$666,826.99 | Z-Score -3.74 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $42,529.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 16,655 | $2.05M | $2.8M | - | $758,707.02 | 37.08% | +1.038% |
| AAPL Apple Inc. | 65,791 | $15.66M | $21.87M | - | $6.22M | 39.72% | +0.654% |
| ABBV AbbVie Inc. | 8,610 | $1.9M | $2.25M | - | $343,367.53 | 18.05% | +0.335% |
| ABT Abbott Laboratories | 3,878 | $429,507.64 | $375,758.81 | - | -$53,748.83 | -12.51% | +0.212% |
| ACGL Arch Capital Group Ltd | 2,340 | $224,471.35 | $216,871.2 | - | -$7,600.15 | -3.39% | -1.676% |
| ADI Analog Devices, Inc. | 3,635 | $1.01M | $1.53M | - | $514,029.93 | 50.68% | +3.915% |
| ADP Automatic Data Processing Inc. | 1,734 | $387,210 | $449,999.01 | - | $62,789.01 | 16.22% | -1.684% |
| ADSK Autodesk, Inc. | 4,235 | $1.05M | $895,681.32 | - | -$153,497.95 | -14.63% | +0.088% |
| AEP American Electric Power Company, Inc. | 6,066 | $634,447.7 | $733,440.06 | - | $98,992.36 | 15.6% | +0.969% |
| ALL Allstate Corporation | 4,703 | $959,987.44 | $1.05M | - | $93,343.47 | 9.72% | -0.196% |
| AMAT Applied Materials, Inc. | 1,803 | $603,602.14 | $979,930.5 | - | $376,328.36 | 62.35% | +2.683% |
| AMD Advanced Micro Devices, Inc. | 4,890 | $1.18M | $3.1M | - | $1.92M | 162.3% | +3.067% |
| AMGN Amgen Inc. | 1,683 | $544,230.31 | $679,127.53 | - | $134,897.22 | 24.79% | -0.92% |
| AMZN Amazon.com Inc | 64,429 | $13.57M | $16.14M | - | $2.57M | 18.94% | +0.943% |
| ANET Arista Networks, Inc. | 8,812 | $1.03M | $1.82M | - | $780,498.71 | 75.43% | +0.736% |
| AOD Abrdn Total Dynamic Dividend Fund | 100,500 | $857,265 | $1.02M | - | $165,322.5 | 19.28% | +1.143% |
| APD Air Products and Chemicals, Inc. | 1,938 | $563,658.61 | $538,725.24 | - | -$24,933.37 | -4.42% | +1.701% |
| APH Amphenol Corporation | 39,808 | $1.41M | $3.5M | - | $2.09M | 148.52% | +2.498% |
| APP AppLovin Corporation Class A Common Stock | 882 | $598,121.06 | $238,510.44 | - | -$359,610.62 | -60.12% | -3.871% |
| ARM Arm Holdings plc American Depositary Receipt | 2,473 | $876,851.63 | $780,651.91 | - | -$96,199.72 | -10.97% | +7.98% |
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FAQ
Which stocks have generated the highest profits for Barrett Schultz?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $4.75M, iShares Core MSCI Emerging Markets ETF - $4.59M, iShares Semiconductor ETF - $2.43M, Invesco S&P 500 Top 50 ETF - $1.81M, and Visa Inc. Class A - $1.74M. 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: Centene Corporation - $1.55M, Fiserv, Inc - $720,606.6, Comcast Corp - $531,586.24, CVS Health Corporation - $461,695.74, and Adobe Inc - $423,587.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Barrett Schultz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.42M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $896,762.35, Vanguard Intermediate-Term Corporate Bond Fund - $832,486.63, VANGUARD FTSE DEVELOPED MARKETS ETF - $773,010.5, iShares Core Universal USD Bond ETF - $719,414.39, and Invesco International Developed Dynamic Multi-Factor Fund - $574,186.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Barrett Schultz's monthly returns?
Barrett Schultz'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 Barrett Schultz's strategy be considered aggressive or moderate?
Barrett Schultz'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 Barrett Schultz's strategy?
Barrett Schultz'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.
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