Jeff Ramsey Portfolio
Invests via Quotient Wealth Partners, LLC | Managed by Quotient Wealth Partners, LLC, Timothy (Tim) Harder
Invests via Quotient Wealth Partners, LLC
Managed by Quotient Wealth Partners, LLC, Timothy (Tim) Harder
Automatically Tracked
Jeff Ramsey Profile
Senior finance executive and investor with experience in corporate development, M&A and operations across growth-stage and lower-middle-market companies. Jeff Ramsey blends hands-on operational leadership with capital-raising and portfolio management, advising strategic exits and restructurings. Known for sourcing deal flow, implementing margin improvement programs and driving revenue expansion; engages with PE sponsors, family offices and corporate acquirers.
Senior finance executive and investor with experience in corporate development, M&A and operations across growth-stage and lower-middle-market companies. Jeff Ramsey blends hands-on operational leadership with capital-raising and portfolio management, advising strategic exits and restructurings. Known for sourcing deal flow, implementing margin improvement programs and driving revenue expansion; engages with PE sponsors, family offices and corporate acquirers.
Investment Philosophy & Strategy
Combines operationally driven private-market investing with pragmatic capital allocation focused on growth-stage and lower-middle-market companies. Prioritizes investments where active operational involvement—margin improvement, revenue expansion, and strategic M&A—can accelerate value creation. Employs a sourcing bias toward proprietary deal flow through sponsor, family office, and corporate networks, favors control or influence positions that enable restructuring and exit planning, balances downside protection with staged capital deployment, and targets 3–7 year horizons for strategic exits.
Combines operationally driven private-market investing with pragmatic capital allocation focused on growth-stage and lower-middle-market companies. Prioritizes investments where active operational involvement—margin improvement, revenue expansion, and strategic M&A—can accelerate value creation. Employs a sourcing bias toward proprietary deal flow through sponsor, family office, and corporate networks, favors control or influence positions that enable restructuring and exit planning, balances downside protection with staged capital deployment, and targets 3–7 year horizons for strategic exits.
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:
6.13%
Gain
Monthly
0.2%
Yearly
2.37%
Drawdown
23.61%
$4.13B
Equity
Holdings
$4.13B
Investment
$3.35B
$940.04M
Profit -$20.04M
Realized
$159.68M
Unrealized
$780.36M
Dividends
$206.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$20.04M
Win %
74%
This Week
Compared To Last Week
Gain
-0.5%
Profit
-$20.93M
Win %
74%
This Month
Compared to last month
Gain
-0.44%
Profit
-$18.35M
Win %
74%
This Year
Compared to last year
Gain
8.66%
Profit
$328.99M
Win %
74%
ABT Abbott Laboratories
+11.19%
+$76,982.94 
CTAS Cintas Corporation
+7%
+$23,999.18 
INTU Intuit Inc.
+5.62%
+$22,345.22 
CSGP CoStar Group, Inc.
+5.58%
+$28,817.16 
MCK McKesson Corporation
+5.13%
+$19,824.37 
ODFL Old Dominion Freight Line, Inc.
+4.6%
+$14,915.24 
ACN Accenture plc Class A
+4.52%
+$16,942.06 
BIIB Biogen Inc.
+4.31%
+$9,324.5 
NDAQ Nasdaq, Inc.
+4.26%
+$16,069.59 
WM Waste Management, Inc.
+4.25%
+$20,443.5 
BSX Boston Scientific Corporation
+4.21%
+$8,921.49 
SYK Stryker Corporation
+4.17%
+$28,842 
ORLY O'Reilly Automotive Inc.
+4.05%
+$20,475.2 
INFY Infosys Limited
+3.85%
+$4,969.52 
CHRW C.H. Robinson Worldwide, Inc.
+3.8%
+$16,129.34 
ITW Illinois Tool Works Inc.
+3.75%
+$12,197.43 
HLN Haleon Plc - ADR
+3.69%
+$5,904.88 
UNP Union Pacific Corporation
+3.68%
+$33,463.94 
RSG Republic Services, Inc.
+3.61%
+$9,549.12 
MDT Medtronic plc
+3.6%
+$19,792.5 
PLD Prologis Inc.
+3.52%
+$17,826.5 
MRK Merck & Co., Inc.
+3.51%
+$42,458.22 
UPS United Parcel Service, Inc.
+3.46%
+$9,704.62 
ADBE Adobe Inc.
+3.45%
+$9,820.66 
ADP Automatic Data Processing Inc.
+3.44%
+$20,726.69 
CRM Salesforce Inc
+3.44%
+$26,736.92 
ADSK Autodesk, Inc.
+3.41%
+$7,248.67 
OTIS Otis Worldwide Corporation
+3.36%
+$15,629.12 
NKE Nike, Inc. - Class B
+3.35%
+$9,280.15 
WU Western Union Co.
+3.3%
+$3,567.96 
ROP Roper Technologies Inc.
+3.26%
+$6,568.97 
AZO AutoZone Inc.
+3.2%
+$8,751.04 
RWT Redwood Trust Inc.
+3.16%
+$2,169.28 
CTSH Cognizant Technology Solutions Corporation
+3.15%
+$4,437.68 
UNH UnitedHealth Group Incorporated
+3.12%
+$37,698.64 
NSC Norfolk Southern Corporation
+3.09%
+$9,418.32 
ROST Ross Stores, Inc.
+3.06%
+$13,861.35 
ABBV AbbVie Inc.
+3.01%
+$76,651.62 
SBUX Starbucks Corporation
+3%
+$27,282.15 
HCA HCA Healthcare Inc.
+3%
+$11,832.85 
O Realty Income Corporation
+2.98%
+$7,168.65 
IBM International Business Machines Corporation
+2.94%
+$33,741.53 
MRSH Marsh & McLennan Companies, Inc.
+2.93%
+$13,583.95 
AJG Arthur J. Gallagher & Co.
+2.91%
+$11,872.8 
CSX CSX Corporation
+2.82%
+$10,927.21 
LOW Lowe's Companies Inc.
+2.79%
+$17,531.68 
CL Colgate-Palmolive Company
+2.75%
+$13,350.96 
VLO Valero Energy Corporation
+2.74%
+$14,245.22 
PM Philip Morris International Inc.
+2.69%
+$24,957.45 
VZ Verizon Communications Inc.
+2.67%
+$38,093 
AMGN Amgen Inc.
+2.67%
+$22,002.03 
OSG Octave Specialty Group, Inc.
+2.67%
+$2,618.88 
CMCSA Comcast Corp
+2.66%
+$12,072.5 
TMUS T-Mobile US, Inc.
+2.62%
+$14,301.41 
KR Kroger Co.
+2.62%
+$9,318.08 
TJX The TJX Companies, Inc.
+2.62%
+$32,026.6 
ISRG Intuitive Surgical, Inc.
+2.6%
+$16,260.55 
MCD McDonald's Corporation
+2.59%
+$21,547.26 
T AT&T Inc.
+2.57%
+$25,506.25 
GRMN Garmin Ltd.
+2.56%
+$6,264.28 
PEP PepsiCo, Inc.
+2.56%
+$23,912.06 
FITB Fifth Third Bancorp
+2.51%
+$6,746.84 
WELL Welltower Inc.
+2.5%
+$15,591.78 
SHBI Shore Bancshares Inc.
+2.49%
+$7,037.16 
BDX Becton, Dickinson and Company
+2.46%
+$7,208.52 
MA Mastercard Incorporated
+2.46%
+$53,613.84 
SPGI S&P Global Inc.
+2.44%
+$13,072.42 
MO Altria Group, Inc.
+2.42%
+$12,260.7 
KO The Coca-Cola Company
+2.33%
+$31,850.88 
PRU Prudential Financial, Inc.
+2.33%
+$5,534.57 
COST Costco Wholesale Corporation
+2.29%
+$177,680.6 
MPC Marathon Petroleum Corporation
+2.28%
+$34,527.68 
IYK iShares U.S. Consumer Staples ETF
+2.27%
+$10,091.14 
FAST Fastenal Co.
+2.27%
+$6,401.82 
FICO Fair Isaac Corporation
+2.26%
+$19,237.47 
MCO Moody's Corporation
+2.24%
+$7,833.45 
URI United Rentals, Inc.
+2.24%
+$9,164.99 
PROP Prairie Operating Co. Common Stock
+2.23%
+$213.72 
PSX Phillips 66
+2.22%
+$102,656.2 
PSA Public Storage Common Stock
+2.22%
+$7,721.32 
SPG Simon Property Group, Inc.
+2.22%
+$9,239.76 
WMT Walmart Inc.
+2.21%
+$62,267.43 
TFC Truist Financial Corporation
+2.04%
+$7,677.72 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$4,863.54 
HD The Home Depot, Inc.
+1.99%
+$37,760.4 
XLV Health Care Select Sector SPDR Fund
+1.98%
+$7,414.97 
TGT Target Corporation
+1.97%
+$6,060.16 
V Visa Inc. Class A
+1.96%
+$60,414.5 
DIS The Walt Disney Company
+1.92%
+$17,299.86 
MSFT Microsoft Corp.
+1.89%
+$255,715.2 
OKE ONEOK, Inc.
+1.87%
+$6,715 
NVO Novo Nordisk A/S Sponsored ADR
+1.86%
+$7,516.24 
MTB M&T Bank Corporation
+1.85%
+$6,896.56 
UL Unilever PLC Sponsored American Depositary Receipt
+1.83%
+$8,103.37 
DIVB iShares Core Dividend ETF
+1.82%
+$17,104.01 
GILD Gilead Sciences Inc.
+1.78%
+$24,798.81 
PG Procter & Gamble Co
+1.76%
+$26,028.5 
BMY Bristol-Myers Squibb Company
+1.74%
+$10,402.98 
ANGI Angi Inc. Class A Common Stock
+1.72%
+$1,317.77 
ICE Intercontinental Exchange, Inc.
+1.72%
+$5,827.2 
KKR KKR & Co. Inc.
+1.69%
+$3,864.6 
AIG American International Group Inc.
+1.69%
+$4,217.81 
VNQ Vanguard Real Estate ETF
+1.69%
+$5,930.1 
USB U.S. Bancorp
+1.64%
+$7,711.61 
COF Capital One Financial Corporation
+1.61%
+$14,170.81 
SHW The Sherwin-Williams Company
+1.6%
+$5,182.56 
IJS iShares S&P Small-Cap 600 Value ETF
+1.55%
+$9,130.45 
VHT Vanguard Health Care ETF
+1.54%
+$3,489.77 
MET MetLife Inc.
+1.54%
+$5,607.58 
CB Chubb Limited
+1.5%
+$7,186.2 
ATMU Atmus Filtration Technologies Inc.
+1.5%
+$2,915.99 
CTVA Corteva Inc.
+1.4%
+$5,004.26 
AAPL Apple Inc.
+1.4%
+$414,078.67 
AFL Aflac Inc.
+1.38%
+$4,664.31 
DE Deere & Company
+1.3%
+$9,795.9 
ECL Ecolab Inc.
+1.3%
+$4,015.44 
KREF KKR Real Estate Finance Trust Inc.
+1.28%
+$1,113.68 
PH Parker-Hannifin Corporation
+1.26%
+$8,656.76 
EMR Emerson Electric Co.
+1.25%
+$5,053.05 
AME Ametek Inc.
+1.22%
+$2,831.48 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.21%
+$30,560.26 
DHR Danaher Corporation
+1.19%
+$3,369.9 
UBER Uber Technologies, Inc.
+1.18%
+$8,623.22 
FDX FedEx Corporation
+1.15%
+$5,291.99 
MMM 3M Company
+1.15%
+$7,404.16 
TRV The Travelers Companies, Inc.
+1.12%
+$5,501.79 
CVS CVS Health Corporation
+1.11%
+$8,386.26 
CVX Chevron Corporation
+1.11%
+$80,579.82 
PFE Pfizer Inc.
+1.11%
+$6,188.32 
LLY Eli Lilly and Company
+1.06%
+$43,793.75 
ED Consolidated Edison, Inc.
+1.05%
+$4,637.68 
CARR Carrier Global Corporation
+1.04%
+$10,528.37 
MSI Motorola Solutions, Inc.
+1.04%
+$3,692.5 
DGRO iShares Core Dividend Growth ETF
+1.02%
+$960,513.84 
NVS Novartis AG Sponsored ADR
+1.02%
+$2,445.74 
VRTX Vertex Pharmaceuticals Incorporated
+0.97%
+$4,586.95 
WFC Wells Fargo & Company
+0.97%
+$11,665.23 
APD Air Products and Chemicals, Inc.
+0.93%
+$3,172.26 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$30,277.8 
VFQY Vanguard U.S. Quality Factor Fund
+0.92%
+$2,114.02 
BX Blackstone Inc.
+0.92%
+$3,747.88 
KMI Kinder Morgan, Inc.
+0.9%
+$3,641.82 
XOM Exxon Mobil Corporation
+0.89%
+$639,174.4 
VMC Vulcan Materials Company
+0.87%
+$2,517.36 
LDOS Leidos Holdings Inc.
+0.86%
+$1,756.77 
IWD iShares Russell 1000 Value ETF
+0.85%
+$20,304.53 
USMV iShares MSCI USA Min Vol Factor ETF
+0.85%
+$61,385.8 
DUK Duke Energy Corporation
+0.82%
+$3,931.09 
SO The Southern Company
+0.8%
+$3,030.88 
IVE ISHARES S&P 500 VALUE ETF
+0.8%
+$43,444.2 
DHI D.R. Horton, Inc.
+0.79%
+$2,092.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$2,564.55 
VONV Vanguard Russell 1000 Value Index Fund
+0.77%
+$31,789 
AZN AstraZeneca PLC American Depositary Shares
+0.76%
+$2,147.24 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.75%
+$1.77M 
XEL Xcel Energy Inc.
+0.74%
+$16,300.52 
VDE Vanguard Energy ETF
+0.74%
+$1,964.73 
S SentinelOne Inc.
+0.74%
+$6,782.37 
VOOV Vanguard S&P 500 Value ETF
+0.74%
+$1,654.87 
MAR Marriott International Inc. - Class A
+0.66%
+$4,888.71 
EOG EOG Resources, Inc.
+0.66%
+$1,539.9 
BABA Alibaba Group Holding Limited SP ADR
+0.65%
+$1,387.54 
COP ConocoPhillips
+0.64%
+$27,142.12 
VIG Vanguard Dividend Appreciation ETF
+0.61%
+$1,751.34 
FDVV Fidelity High Dividend ETF
+0.6%
+$1,989.37 
AMP Ameriprise Financial, Inc.
+0.58%
+$1,434.42 
SNOW Snowflake Inc.
+0.57%
+$2,686.32 
HON Honeywell International Inc.
+0.56%
+$1,906.5 
ALL Allstate Corporation
+0.54%
+$1,638.3 
APO Apollo Global Management, Inc.
+0.52%
+$1,753.29 
AXP American Express Company
+0.51%
+$5,588.18 
D Dominion Energy, Inc.
+0.47%
+$2,107.82 
JAVA JPMorgan Active Value ETF
+0.47%
+$12,720.75 
JNJ Johnson & Johnson
+0.46%
+$15,931.85 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$303,880.84 
QUAL iShares MSCI USA Quality Factor ETF
+0.43%
+$2,436.75 
SHEL Shell plc
+0.42%
+$1,863.36 
NFLX Netflix, Inc.
+0.41%
+$6,433.36 
VTV Vanguard Value ETF
+0.41%
+$53,327.7 
LIN Linde plc
+0.4%
+$4,135.08 
MELI MercadoLibre, Inc.
+0.38%
+$1,555.4 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$2,455.9 
PNC The PNC Financial Services Group, Inc.
+0.38%
+$2,506.56 
AMZN Amazon.com Inc
+0.37%
+$38,617.08 
UNM Unum Group
+0.36%
+$907.08 
FANG Diamondback Energy Inc
+0.36%
+$777.63 
GD General Dynamics Corporation
+0.32%
+$3,317.03 
NET Cloudflare Inc.
+0.31%
+$1,102.08 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.31%
+$10,275.75 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$2,023.77 
IWR iShares Russell Mid-Cap ETF
+0.3%
+$2,037.1 
AHRT AMERICAN HEALTHCARE REIT INC
+0.28%
+$222.9 
XLF Financial Select Sector SPDR Fund
+0.28%
+$211,211.2 
GOOG Alphabet Inc
+0.28%
+$19,801 
AEP American Electric Power Company, Inc.
+0.24%
+$952.32 
WMB The Williams Companies, Inc.
+0.21%
+$1,528.8 
GOOGL Alphabet Inc
+0.21%
+$25,513.14 
FQAL Fidelity Quality Factor ETF
+0.21%
+$4,684.01 
AMT American Tower Corporation
+0.19%
+$595.84 
BAC Bank of America Corporation
+0.18%
+$4,410.01 
LMT Lockheed Martin Corporation
+0.17%
+$5,211.78 
IYG iShares U.S. Financial Services ETF
+0.16%
+$1,292.08 
FESM Fidelity Enhanced Small Cap ETF
+0.1%
+$87,541.9 
ARES Ares Management Corporation
+0.1%
+$257.79 
CME CME Group Inc.
+0.09%
+$371.38 
VTWO Vanguard Russell 2000 ETF
+0.08%
+$442.1 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$4,585.23 
SCHW Charles Schwab Corporation
+0.08%
+$499.2 
VG Venture Global Inc.
+0.04%
+$544.51 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$128.94 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$155.46 
PLTR Palantir Technologies Inc.
+0.01%
+$258.5 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$94.25 
GNMA iShares GNMA Bond ETF
0%
$0 
LAC
0%
$0 
SGMO Sangamo Therapeutics Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SNDK SanDisk Corporation
-10.32%
-$83,188.29 
GLW Corning Incorporated
-10.31%
-$37,886.94 
STX Seagate Technology Holdings plc
-8.77%
-$54,116.73 
LAR Lithium Argentina AG
-8.71%
-$15,218.75 
MRVL Marvell Technology, Inc.
-8.6%
-$54,874.35 
NB NioCorp Developments Ltd.
-7.05%
-$4,512.11 
HOOD Robinhood Markets, Inc.
-6%
-$26,049.87 
MU Micron Technology, Inc.
-5.91%
-$189,569.16 
INTC Intel Corporation
-5.87%
-$96,007.45 
AMD Advanced Micro Devices, Inc.
-5.4%
-$296,421.12 
GE General Electric Company
-5.37%
-$109,637.1 
ALB Albemarle Corporation
-5%
-$13,522.08 
FCX Freeport-McMoRan Inc.
-4.77%
-$21,761.23 
BAI iShares A.I. Innovation and Tech Active ETF
-4.66%
-$2.22M 
MS Morgan Stanley
-4.48%
-$54,710.04 
VRT Vertiv Holdings Co
-4.39%
-$24,248.86 
ORCL Oracle Corporation
-4.29%
-$44,933.93 
LRCX Lam Research Corporation
-4.29%
-$87,451.2 
GS The Goldman Sachs Group, Inc.
-4.28%
-$279,853.32 
AVGO Broadcom Inc.
-4.2%
-$320,762.06 
ETN Eaton Corporation plc
-4.18%
-$34,793.25 
MPWR Monolithic Power Systems, Inc.
-4.13%
-$10,279.16 
NEM Newmont Corporation
-3.74%
-$20,146.04 
CSCO Cisco Systems, Inc.
-3.56%
-$65,573.18 
HWM Howmet Aerospace Inc.
-3.55%
-$21,068.66 
TXN Texas Instruments Inc
-3.54%
-$192,327.72 
CAT Caterpillar Inc.
-3.36%
-$86,058 
QCOM QUALCOMM Incorporated
-3.33%
-$18,977.78 
PWR Quanta Services Inc.
-3.19%
-$34,890.96 
CEG Constellation Energy Corporation
-3.06%
-$8,895.4 
MSTR Strategy Inc.
-3.04%
-$8,489.28 
SLV iShares Silver Trust
-2.97%
-$6,522.4 
CMI Cummins Inc.
-2.94%
-$9,824.61 
APP AppLovin Corporation Class A Common Stock
-2.94%
-$11,903.5 
FTNT Fortinet Inc.
-2.89%
-$13,588.94 
PWRD TCW Transform Systems ETF
-2.86%
-$3.03M 
DELL Dell Technologies Inc.
-2.79%
-$18,093.72 
ANET Arista Networks, Inc.
-2.75%
-$20,270.53 
KEYS Keysight Technologies, Inc.
-2.73%
-$7,973.05 
GEV GE Vernova Inc.
-2.68%
-$42,363.44 
ADI Analog Devices, Inc.
-2.68%
-$27,379.05 
ITA iShares U.S. Aerospace & Defense ETF
-2.61%
-$8,488.48 
NVDA NVIDIA Corporation
-2.56%
-$559,024.73 
KLAC KLA Corporation
-2.54%
-$36,087.2 
AMAT Applied Materials, Inc.
-2.17%
-$44,065 
CRWD CrowdStrike Holdings, Inc.
-2.15%
-$22,069.45 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.07%
-$58,020.3 
UAL United Airlines Holdings, Inc.
-2.02%
-$5,921.65 
EMOP AB Emerging Markets Opportunities ETF
-2.01%
-$10,026.27 
IGM iShares Expanded Tech Sector ETF
-1.94%
-$19,510.26 
APH Amphenol Corporation
-1.9%
-$20,693.79 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$2.77M 
EBAY eBay Inc.
-1.87%
-$5,567.73 
VGT Vanguard Information Technology ETF
-1.85%
-$7,051.16 
META Meta Platforms Inc Class A
-1.71%
-$103,669.82 
CDNS Cadence Design Systems, Inc.
-1.69%
-$9,063.89 
GLD SPDR Gold Shares
-1.68%
-$9,912.5 
IYW iShares U.S. Technology ETF
-1.68%
-$116,520.04 
EQIX Equinix, Inc.
-1.66%
-$4,723.47 
IAU iShares Gold Trust
-1.64%
-$6,050 
C Citigroup Inc.
-1.64%
-$19,002.82 
PHYS Sprott Physical Gold Trust
-1.57%
-$4,126.46 
TSLA Tesla, Inc.
-1.51%
-$85,788.24 
FBCG Fidelity Blue Chip Growth Fund
-1.51%
-$66,909.54 
DLR Digital Realty Trust, Inc.
-1.5%
-$3,001.68 
BNY BlackRock New York Municipal Income Trust
-1.48%
-$8,935.75 
JCI Johnson Controls International plc
-1.46%
-$5,250.03 
DASH DoorDash, Inc.
-1.45%
-$3,762 
IWF iShares Russell 1000 Growth ETF
-1.41%
-$60,404.92 
VONG Vanguard Russell 1000 Growth Fund
-1.39%
-$4,557.23 
BKR Baker Hughes Company
-1.35%
-$3,501.88 
PANW Palo Alto Networks, Inc.
-1.35%
-$41,341.59 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$18,039.84 
WBD Warner Bros. Discovery, Inc.
-1.3%
-$5,743.55 
QQQI Neos NASDAQ-100 High Income ETF
-1.25%
-$6,088.6 
HLT Hilton Worldwide Holdings Inc.
-1.23%
-$4,092.52 
RTX RTX Corporation
-1.2%
-$36,906.91 
VOOG Vanguard S&P 500 Growth ETF
-1.13%
-$5,545.26 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.1%
-$4.84M 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$3,981.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.08%
-$74,256 
TT Trane Technologies plc
-1.08%
-$7,236.46 
IWO iShares Russell 2000 Growth ETF
-1.07%
-$5,450.44 
PTEN Patterson-UTI Energy Inc.
-1.07%
-$1,615.21 
VBK Vanguard Small-Cap Growth ETF
-1.06%
-$13,231.2 
LHX L3Harris Technologies, Inc.
-1.04%
-$3,974.6 
SCHF Schwab International Equity ETF
-1.04%
-$3,210.53 
IXUS iShares Core International Stock ETF
-1.03%
-$5,514.46 
RCL Royal Caribbean Group
-1%
-$4,063.92 
GM General Motors Company
-0.95%
-$3,853.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$13,761.13 
EFG iShares MSCI EAFE Growth ETF
-0.93%
-$35,974.96 
BA Boeing Company
-0.88%
-$5,466.42 
MGK Vanguard Mega Cap Growth ETF
-0.85%
-$5,418.8 
SLB Schlumberger Limited
-0.84%
-$13,996 
ABFL Abacus FCF Leaders ETF
-0.82%
-$141,114.8 
VUG Vanguard Growth ETF
-0.81%
-$160,947.93 
BKNG Booking Holdings Inc.
-0.77%
-$3,948 
NOW ServiceNow, Inc.
-0.73%
-$2,789.71 
EFA iShares MSCI EAFE ETF
-0.69%
-$18,858.7 
BP BP p.l.c. Sponsored ADR
-0.69%
-$19,336.99 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.68%
-$1,831.76 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.67%
-$18,595.87 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$1.67M 
HEZU iShares Currency Hedged MSCI Eurozone ETF
-0.62%
-$13,051.25 
SCHA Schwab U.S. Small-Cap ETF
-0.62%
-$2,331.46 
TEL TE Connectivity plc
-0.62%
-$2,272.92 
ABNB Airbnb, Inc.
-0.6%
-$1,529 
ACWI iShares MSCI ACWI ETF
-0.58%
-$3,616.34 
PDS Precision Drilling Corporation
-0.53%
-$29,255.49 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.44%
-$690,390.59 
EFV iShares MSCI EAFE Value ETF
-0.41%
-$3,480.43 
ASML ASML Holding N.V. New York Registry Shares
-0.39%
-$3,127.04 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.38%
-$37,672.74 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.38%
-$3,503.03 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.37%
-$23,397.83 
JPM JPMorgan Chase & Co.
-0.35%
-$18,310.83 
IVV iShares Core S&P 500 ETF
-0.29%
-$1.78M 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$8,367.99 
OEF iShares S&P 100 ETF
-0.29%
-$21,012.48 
NEE NextEra Energy, Inc.
-0.28%
-$2,762.5 
VOO Vanguard S&P 500 ETF
-0.28%
-$65,323.05 
SCHX Schwab U.S. Large-Cap ETF
-0.27%
-$823.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.27%
-$856.24 
BLK BlackRock, Inc.
-0.25%
-$1,941.02 
PGR Progressive Corporation
-0.25%
-$1,035.32 
NTSX WisdomTree U.S. Efficient Core Fund
-0.25%
-$1,983.3 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$8,587.62 
ETR Entergy Corporation
-0.22%
-$577.25 
ABLD Aba Fcf Real Asset Laddered ETF
-0.21%
-$543.73 
TLT iShares 20+ Year Treasury Bond ETF
-0.2%
-$11,420.46 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
-0.18%
-$1,196.49 
SRE Sempra
-0.18%
-$1,476.28 
TLH iShares 10-20 Year Treasury Bond ETF
-0.17%
-$113,495.23 
MUB iShares National Muni Bond ETF
-0.13%
-$40,323.69 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
-0.12%
-$7,092.57 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$20,729.34 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$645.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$24,364.8 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$296.32 
FBND Fidelity Total Bond ETF
-0.1%
-$292,557.78 
SHYM iShares High Yield Bond ETF
-0.09%
-$6,038.46 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.09%
-$317.45 
MBB iShares MBS ETF
-0.08%
-$122,106.98 
NOC Northrop Grumman Corporation
-0.07%
-$246.87 
TIP iShares TIPS Bond ETF
-0.07%
-$35,535.75 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.07%
-$135.3 
BRTR iShares Total Return Act ETF
-0.06%
-$213.75 
MEAR iShares Short Maturity Bond ETF
-0.06%
-$6,126.63 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$450.07 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.05%
-$126.17 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.04%
-$2,674.96 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$486.33 
BINC iShares Flexible Income Active ETF
-0.03%
-$83,265.49 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$422.71 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$47,003.3 
F Ford Motor Company
-0.02%
-$64.72 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$9,510.23 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$716.41 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$30.37 Events
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Dividends
Dividend Analysis
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| Trades 3220 | Longs Won 2269/3220 70% | Profit Factor 27.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.69M |
| Average Win $430,132.39 | Best Trade (Jul 13) $143.69M | Sharpe Ratio -11.3 |
| Average Loss -$37,791.11 | Worst Trade (Dec 31) -$4.74M | Z-Score 18.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $291,937.27 |
| 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 | 111,111 | 100,000 | 88,889 | 77,778 | 66,667 | 55,556 | 44,444 | 33,333 | 22,222 | 11,111 |
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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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