Matthew Cochran Portfolio
Invests via Atlantic Edge Private Wealth Management, LLC | Managed by Matthew Cochran, Robert Filosa, Kaitlyn Weatherly, Jeffery Albaneze, Ethan Caldarelli
Invests via Atlantic Edge Private Wealth Management, LLC
Managed by Matthew Cochran, Robert Filosa, Kaitlyn Weatherly, Jeffery Albaneze, Ethan Caldarelli
Automatically Tracked
Matthew Cochran Profile
Veteran growth-stage investor and former operator focused on SaaS, fintech and marketplace companies. Matthew Cochran has led deal sourcing, diligence and board work across seed to Series C investments, advising founders on go-to-market and product strategy. Prior roles combine operating product leadership with venture investing; known for sector-specialist sourcing and founder support.
Veteran growth-stage investor and former operator focused on SaaS, fintech and marketplace companies. Matthew Cochran has led deal sourcing, diligence and board work across seed to Series C investments, advising founders on go-to-market and product strategy. Prior roles combine operating product leadership with venture investing; known for sector-specialist sourcing and founder support.
Investment Philosophy & Strategy
Focuses on growth-stage, product-led SaaS, fintech and marketplace opportunities, favoring companies with clear unit economics and repeatable go-to-market motion. Emphasizes concentrated, conviction-weighted allocations into seed through Series C rounds where operator insight accelerates product and GTM execution. Investment decisions are driven by founder quality, defensible data-driven growth levers, and measurable retention metrics; active board/advisory involvement seeks to derisk scaling milestones over a multi-year horizon.
Focuses on growth-stage, product-led SaaS, fintech and marketplace opportunities, favoring companies with clear unit economics and repeatable go-to-market motion. Emphasizes concentrated, conviction-weighted allocations into seed through Series C rounds where operator insight accelerates product and GTM execution. Investment decisions are driven by founder quality, defensible data-driven growth levers, and measurable retention metrics; active board/advisory involvement seeks to derisk scaling milestones over a multi-year horizon.
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:
48.84%
Gain -1.34%
Monthly
1.19%
Yearly
15.31%
Drawdown
17.73%
$469.47M
Equity
Holdings
$469.47M
Investment
$358.55M
$117.82M
Profit -$4.58M
Realized
$6.9M
Unrealized
$110.92M
Dividends
$20.68M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.34%
Profit
-$4.58M
Win %
68%
This Week
Compared To Last Week
Gain
-1.58%
Profit
-$7.55M
Win %
68%
This Month
Compared to last month
Gain
-0.21%
Profit
-$973,669.64
Win %
68%
This Year
Compared to last year
Gain
-1.84%
Profit
-$8.68M
Win %
66%
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+4.77%
+$346.2 
OXY-WT Occidental Petroleum Corporation
+4.39%
+$51 
FANG Diamondback Energy Inc
+3.65%
+$357 
KMI Kinder Morgan, Inc.
+3.4%
+$250.87 
BP BP p.l.c. Sponsored ADR
+3.37%
+$327 
HONA Honeywell Aerospace Inc.
+3.36%
+$789.42 
CNQ Canadian Natural Resources Limited
+3.25%
+$270.4 
COP ConocoPhillips
+3.24%
+$43,491.68 
DTM Dt Midstream Inc.
+3.03%
+$162 
RTX RTX Corporation
+3.01%
+$26,582.6 
RIG Transocean Ltd.
+3%
+$82.5 
DKS Dick's Sporting Goods, Inc.
+2.9%
+$2,511.26 
TTE TotalEnergies SE
+2.9%
+$385.5 
NOC Northrop Grumman Corporation
+2.83%
+$1,923.04 
FDXF FedEx Freight Holding Company Inc.
+2.79%
+$308.5 
LMT Lockheed Martin Corporation
+2.78%
+$5,679.36 
OXY Occidental Petroleum Corporation
+2.78%
+$635.25 
AYASF Aya Gold & Silver Inc.
+2.78%
+$106 
BTI British American Tobacco p.l.c. ADR
+2.72%
+$632 
FURY Fury Gold Mines Limited
+2.72%
+$13.7 
OKE ONEOK, Inc.
+2.69%
+$244 
SHEL Shell plc
+2.62%
+$3,523 
LNG Cheniere Energy Inc.
+2.56%
+$678.77 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.45%
+$477 
SU Suncor Energy Inc.
+2.43%
+$1,165.22 
VGNT Versigent plc
+2.27%
+$10,463.31 
CVX Chevron Corporation
+2.25%
+$33,577.11 
XLE Energy Select Sector SPDR Fund
+2.24%
+$387.4 
IYE iShares U.S. Energy ETF
+2.17%
+$1,732.8 
KNTK Kinetik Holdings Inc.
+2.09%
+$306.62 
DFH Dream Finders Homes Inc.
+2.08%
+$225.4 
LYB LyondellBasell Industries N.V.
+2.07%
+$981.5 
PM Philip Morris International Inc.
+2.05%
+$9,975.53 
USB U.S. Bancorp
+1.97%
+$791.7 
XOM Exxon Mobil Corporation
+1.94%
+$4,993.48 
PEP PepsiCo, Inc.
+1.92%
+$301.34 
F Ford Motor Company
+1.91%
+$199.75 
PEG Public Service Enterprise Group Incorporated
+1.87%
+$1,124.33 
AEP American Electric Power Company, Inc.
+1.85%
+$36,169.8 
UL Unilever PLC Sponsored American Depositary Receipt
+1.84%
+$3,076.15 
DUK Duke Energy Corporation
+1.8%
+$3,227.12 
AMT American Tower Corporation
+1.79%
+$113.75 
ET Energy Transfer L.P.
+1.79%
+$923 
GD General Dynamics Corporation
+1.73%
+$686.76 
ED Consolidated Edison, Inc.
+1.68%
+$673.4 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.67%
+$265 
PPL PPL Corporation
+1.67%
+$375.48 
TJX The TJX Companies, Inc.
+1.63%
+$831.32 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
+1.62%
+$20.87 
VSNT Versant Media Group, Inc.
+1.57%
+$11.79 
TFC Truist Financial Corporation
+1.53%
+$1,472.9 
VMC Vulcan Materials Company
+1.5%
+$979.11 
AZO AutoZone Inc.
+1.48%
+$1,626.48 
ROK Rockwell Automation, Inc.
+1.47%
+$31 
LHX L3Harris Technologies, Inc.
+1.46%
+$287 
SRE Sempra
+1.44%
+$3,279.22 
NEM Newmont Corporation
+1.42%
+$592.2 
PSX Phillips 66
+1.42%
+$246.6 
TMUS T-Mobile US, Inc.
+1.38%
+$56.42 
AWK American Water Works Company, Inc.
+1.36%
+$163.35 
HST Host Hotels & Resorts Inc.
+1.36%
+$162.5 
RGLD Royal Gold Inc.
+1.35%
+$94.23 
GE General Electric Company
+1.32%
+$928.86 
MO Altria Group, Inc.
+1.31%
+$1,123.26 
COST Costco Wholesale Corporation
+1.3%
+$1,989 
ALL Allstate Corporation
+1.3%
+$233.25 
WY Weyerhaeuser Company
+1.29%
+$68.75 
CMCSA Comcast Corp
+1.26%
+$193.05 
KO The Coca-Cola Company
+1.25%
+$9,178.15 
WVVI Willamette Valley Vineyards Inc.
+1.25%
+$2.5 
MRK Merck & Co., Inc.
+1.25%
+$31,553.73 
GLNG Golar LNG Ltd.
+1.25%
+$1,236.48 
AIG American International Group Inc.
+1.21%
+$64.32 
NUE Nucor Corporation
+1.18%
+$1,962.52 
PHIN Phinia Inc.
+1.16%
+$7.37 
XLU Utilities Select Sector SPDR Fund
+1.14%
+$375.25 
VZ Verizon Communications Inc.
+1.13%
+$20,276.5 
UGI UGI Corporation
+1.12%
+$741.3 
MET MetLife Inc.
+1.12%
+$30,736.16 
VPU Vanguard Utilities ETF
+1.1%
+$594 
PNC The PNC Financial Services Group, Inc.
+1.07%
+$1,947.72 
MLM Martin Marietta Materials, Inc.
+1.07%
+$214.84 
IDU iShares U.S. Utilities ETF
+1.06%
+$1,668.45 
PAA Plains All American Pipeline, L.P.
+1.05%
+$172.25 
VTRS Viatris Inc.
+1.04%
+$8.56 
NEE NextEra Energy, Inc.
+1.04%
+$2,186.94 
TSN Tyson Foods Inc.
+1.04%
+$868 
LAMR Lamar Advertising Company
+1.03%
+$427.12 
EXR Extra Space Storage Inc.
+0.99%
+$34.25 
AMTM Amentum Holdings, Inc.
+0.99%
+$31.16 
DTE DTE Energy Company
+0.99%
+$726.75 
WFC Wells Fargo & Company
+0.99%
+$123 
KR Kroger Co.
+0.98%
+$123 
AON Aon plc
+0.97%
+$36.21 
AMLP Alerian MLP ETF
+0.96%
+$2,010 
ITA iShares U.S. Aerospace & Defense ETF
+0.94%
+$261.9 
ETR Entergy Corporation
+0.92%
+$24 
HIG The Hartford Insurance Group, Inc.
+0.92%
+$135.42 
AQB AquaBounty Technologies Inc.
+0.91%
+$0.14 
JPM JPMorgan Chase & Co.
+0.9%
+$55,685.34 
APTV Aptiv PLC
+0.9%
+$12,745.35 
COF Capital One Financial Corporation
+0.89%
+$272.8 
LIN Linde plc
+0.86%
+$408 
PGR Progressive Corporation
+0.86%
+$255.76 
KHC The Kraft Heinz Company
+0.86%
+$30 
WMT Walmart Inc.
+0.85%
+$2,037 
HD The Home Depot, Inc.
+0.85%
+$3,766.24 
CAG Conagra Brands Inc.
+0.85%
+$33.6 
DRI Darden Restaurants, Inc.
+0.84%
+$26,874.88 
SW Smurfit WestRock PLC
+0.84%
+$38.98 
MAR Marriott International Inc. - Class A
+0.83%
+$7,800.32 
IYK iShares U.S. Consumer Staples ETF
+0.83%
+$699.3 
TXT Textron Inc.
+0.82%
+$15.5 
PSA Public Storage Common Stock
+0.82%
+$60.75 
TRV The Travelers Companies, Inc.
+0.81%
+$38,469.72 
EUAD STOXX Europe Aerospace & Defense ETF
+0.8%
+$24.75 
HWM Howmet Aerospace Inc.
+0.8%
+$84 
VDC VANGUARD CONSUMER STAPLES ETF
+0.77%
+$271.5 
XLP Consumer Staples Select Sector SPDR Fund
+0.76%
+$455.4 
AFL Aflac Inc.
+0.75%
+$417.72 
JNJ Johnson & Johnson
+0.73%
+$5,648.48 
O Realty Income Corporation
+0.72%
+$10 
BNY BlackRock New York Municipal Income Trust
+0.71%
+$664.58 
MNST Monster Beverage Corporation
+0.71%
+$153.6 
PG Procter & Gamble Co
+0.7%
+$1,782 
FISV Fiserv, Inc.
+0.7%
+$1,221 
ABBV AbbVie Inc.
+0.69%
+$4,761.51 
SYK Stryker Corporation
+0.69%
+$8,938.46 
SCHD Schwab U.S. Dividend Equity ETF
+0.69%
+$19.04 
STZ Constellation Brands, Inc.
+0.69%
+$6,508.57 
C Citigroup Inc.
+0.69%
+$379.4 
CMI Cummins Inc.
+0.68%
+$20,351.75 
CB Chubb Limited
+0.67%
+$132.16 
VLO Valero Energy Corporation
+0.67%
+$22,676.58 
DVY iShares Select Dividend ETF
+0.67%
+$26.25 
BRX Brixmor Property Group Inc.
+0.66%
+$704.7 
PCAR PACCAR Inc.
+0.65%
+$2,830.32 
VRSK Verisk Analytics Inc.
+0.65%
+$8.51 
LLY Eli Lilly and Company
+0.63%
+$10,211.82 
CF CF Industries Holdings, Inc.
+0.63%
+$258.75 
BRK-B Berkshire Hathaway Inc.
+0.61%
+$1,170.67 
OTIS Otis Worldwide Corporation
+0.61%
+$408.5 
GEV GE Vernova Inc.
+0.61%
+$381.48 
BLK BlackRock, Inc.
+0.6%
+$142.48 
CARR Carrier Global Corporation
+0.6%
+$716.43 
NXPI NXP Semiconductors N.V.
+0.6%
+$20.78 
ZTS Zoetis Inc.
+0.6%
+$70.5 
FG F&G Annuities & Life Inc.
+0.6%
+$12.75 
ORLY O'Reilly Automotive Inc.
+0.59%
+$147.16 
KMB Kimberly-Clark Corporation
+0.58%
+$18.15 
SPGI S&P Global Inc.
+0.58%
+$145.14 
MCHP Microchip Technology Incorporated
+0.57%
+$50.4 
LOW Lowe's Companies Inc.
+0.56%
+$10,195.55 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.55%
+$548.25 
TDG TransDigm Group Inc.
+0.54%
+$117.04 
OR OR ROYALTIES INC COMMON STOCK
+0.54%
+$171 
GM General Motors Company
+0.5%
+$273 
NVS Novartis AG Sponsored ADR
+0.5%
+$1,713.85 
ABG Asbury Automotive Group Inc.
+0.5%
+$106.25 
CI The Cigna Group
+0.48%
+$15.95 
XLB Materials Select Sector SPDR Fund
+0.48%
+$980 
T AT&T Inc.
+0.48%
+$36.56 
NRG NRG Energy, Inc.
+0.48%
+$24.5 
DFIV Dimensional International Value ETF
+0.47%
+$29.15 
INGR Ingredion Inc.
+0.46%
+$58.5 
ZION Zions Bancorporation, National Association
+0.45%
+$26.22 
SPG Simon Property Group, Inc.
+0.45%
+$341.25 
IYM iShares U.S. Basic Materials ETF
+0.42%
+$372.4 
FNF Fidelity National Financial, Inc.
+0.42%
+$141.57 
HLT Hilton Worldwide Holdings Inc.
+0.41%
+$170.4 
CWST Casella Waste Systems Inc.
+0.41%
+$401.15 
NTRS Northern Trust Corporation
+0.41%
+$16.87 
VAW Vanguard Materials ETF
+0.4%
+$66.37 
AAPL Apple Inc.
+0.39%
+$61,960.71 
V Visa Inc. Class A
+0.38%
+$1,182.34 
MPC Marathon Petroleum Corporation
+0.38%
+$4,823.97 
ICE Intercontinental Exchange, Inc.
+0.38%
+$130.31 
NWG NatWest Group plc Sponsored ADR
+0.37%
+$19.5 
KEY KeyCorp
+0.35%
+$2.38 
TXN Texas Instruments Inc
+0.35%
+$1,049.58 
AU AngloGold Ashanti plc
+0.34%
+$15.5 
TPR Tapestry Inc.
+0.34%
+$20.25 
ING ING Groep N.V. Sponsored ADR
+0.33%
+$44 
LECO Lincoln Electric Holdings, Inc.
+0.33%
+$12.75 
RY Royal Bank of Canada
+0.32%
+$28.35 
DLTR Dollar Tree, Inc.
+0.31%
+$7.8 
ITW Illinois Tool Works Inc.
+0.31%
+$79.05 
RIO Rio Tinto Plc Sponsored ADR
+0.31%
+$30.8 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.29%
+$123.84 
EPR EPR Properties
+0.28%
+$155 
FNDF Schwab Fundamental International Large Company Index ETF
+0.27%
+$182.26 
PH Parker-Hannifin Corporation
+0.26%
+$74.4 
PFE Pfizer Inc.
+0.26%
+$51.9 
FCF First Commonwealth Financial Corporation
+0.25%
+$5 
LPX Louisiana-Pacific Corporation
+0.24%
+$24.14 
SYF Synchrony Financial
+0.24%
+$18 
GPC Genuine Parts Company
+0.23%
+$2.44 
ISRG Intuitive Surgical, Inc.
+0.23%
+$95.55 
FNV Franco-Nevada Corporation
+0.22%
+$24.07 
EFV iShares MSCI EAFE Value ETF
+0.21%
+$2,597.6 
APD Air Products and Chemicals, Inc.
+0.2%
+$223.88 
SPEU SPDR Portfolio Europe ETF
+0.2%
+$9,965.12 
MCK McKesson Corporation
+0.19%
+$8,091.05 
BMO Bank of Montreal
+0.17%
+$14.5 
BWA BorgWarner Inc.
+0.17%
+$11.3 
ADP Automatic Data Processing Inc.
+0.15%
+$37.84 
ARMK Aramark
+0.15%
+$14.87 
VTV Vanguard Value ETF
+0.14%
+$188.17 
VYM Vanguard High Dividend Yield ETF
+0.14%
+$15.4 
CAT Caterpillar Inc.
+0.12%
+$93.45 
VOE Vanguard Mid-Cap Value ETF
+0.11%
+$14.03 
MAS Masco Corporation
+0.11%
+$2 
WM Waste Management, Inc.
+0.1%
+$2.7 
XLF Financial Select Sector SPDR Fund
+0.1%
+$59.9 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.1%
+$19.5 
SAFT Safety Insurance Group Inc.
+0.09%
+$10.83 
IEP Icahn Enterprises L.P.
+0.07%
+$1 
PNFP Pinnacle Financial Partners Inc.
+0.07%
+$0.91 
KDP Keurig Dr Pepper Inc.
+0.07%
+$709 
SHYM iShares High Yield Bond ETF
+0.07%
+$75 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.06%
+$373.38 
VGK Vanguard FTSE Europe ETF
+0.06%
+$68.03 
KRE SPDR S&P Regional Banking ETF
+0.06%
+$1 
IYF iShares U.S. Financials ETF
+0.06%
+$56.72 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.05%
+$4.2 
AMGN Amgen Inc.
+0.05%
+$193.83 
BCS Barclays PLC Sponsored ADR
+0.04%
+$2 
OHI Omega Healthcare Investors Inc.
+0.04%
+$56.7 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$4,891.28 
SFBS ServisFirst Bancshares Inc.
+0.04%
+$2.04 
ASML ASML Holding N.V. New York Registry Shares
+0.04%
+$39.2 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$0.36 
GDX VanEck Gold Miners ETF
+0.02%
+$24.6 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$1.25 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$4,720.36 
VNQ Vanguard Real Estate ETF
+0.02%
+$41.28 
BMY Bristol-Myers Squibb Company
+0.02%
+$16.5 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.01%
+$4 
DIS The Walt Disney Company
+0.01%
+$45.27 
BPOP Popular Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 CGC
CGC
0%
$0 LAC
LAC
0%
$0 G200
G2004J103
0%
$0 
CRWV CoreWeave, Inc.
-11.41%
-$79.5 
NBIS Nebius Group N.V.
-10.54%
-$3,396.91 
IREN IREN Limited
-9.79%
-$446.25 
SWMR Swarmer, Inc.
-8.74%
-$8.8 
RR Richtech Robotics Inc.
-8.1%
-$46 
FTNT Fortinet Inc.
-8.02%
-$729.5 
VELO Velo3D, Inc.
-7.9%
-$59 
IONQ IonQ, Inc.
-7.77%
-$667.5 
PANW Palo Alto Networks, Inc.
-7.76%
-$13,823.94 
AAOI Applied Optoelectronics, Inc.
-7.71%
-$646 
CRWD CrowdStrike Holdings, Inc.
-7.42%
-$8,344.4 
PLTR Palantir Technologies Inc.
-7.31%
-$11,728 
YSS York Space Systems, Inc.
-7.21%
-$44 
NVTS Navitas Semiconductor Corporation
-7.15%
-$335.28 
WULF TeraWulf Inc.
-7.01%
-$1,416 
BKCH Global X Blockchain ETF
-6.87%
-$13,607.62 
QBTS D-Wave Quantum Inc.
-6.83%
-$525.06 
FLEX Flex Ltd.
-6.76%
-$832.69 
BBAI BigBear.ai Holdings Inc.
-6.65%
-$347.36 
BFLY Butterfly Network, Inc.
-6.62%
-$260 
BB BlackBerry Ltd.
-6.55%
-$2,436.75 
RKLB Rocket Lab Corporation
-6.54%
-$578.4 
ASTS AST SpaceMobile, Inc.
-6.46%
-$1,205.4 
WW WW International Inc.
-6.29%
-$2.76 
HPE Hewlett Packard Enterprise Company
-6.22%
-$748.25 
OKLO Oklo Inc.
-5.93%
-$89 
RVMD Revolution Medicines Inc.
-5.88%
-$111.2 
U Unity Software Inc.
-5.77%
-$125 
STX Seagate Technology Holdings plc
-5.6%
-$4,257 
DFTX Definium Therapeutics, Inc.
-5.59%
-$369.6 
LUNR Intuitive Machines, Inc.
-5.58%
-$483.75 
CIEN Ciena Corporation
-5.44%
-$484.75 
RGEN Repligen Corporation
-5.32%
-$146.93 
CORZ Core Scientific, Inc.
-5.22%
-$434.12 
CEVA Ceva Inc.
-5.09%
-$283.1 
IGV iShares Expanded Tech-Software Sector ETF
-5.04%
-$44.16 
ARM Arm Holdings plc American Depositary Receipt
-5.01%
-$15,337.49 
SNDK SanDisk Corporation
-5%
-$2,792 
HELP Cybin Inc.
-4.98%
-$75.35 
BE Bloom Energy Corporation
-4.97%
-$1,880 
NOW ServiceNow, Inc.
-4.93%
-$5,497.51 
RGTI Rigetti Computing Inc
-4.83%
-$1,177.3 
WDC Western Digital Corporation
-4.81%
-$599.9 
INTC Intel Corporation
-4.68%
-$893.4 
AMD Advanced Micro Devices, Inc.
-4.64%
-$485,638.89 
SMR NuScale Power Corporation
-4.63%
-$57 
AKAM Akamai Technologies Inc.
-4.56%
-$328.38 
TSEM Tower Semiconductor Ltd.
-4.53%
-$1,881 
DXYZ Destiny Tech100 Inc.
-4.52%
-$45.85 
ARTY iShares Future AI & Tech ETF
-4.35%
-$4,609.18 
APP AppLovin Corporation Class A Common Stock
-4.34%
-$1,416.87 
ARKK ARK Innovation ETF Fund
-4.29%
-$92 
RWT Redwood Trust Inc.
-4.18%
-$78 
DLO DLocal Limited
-4.17%
-$157.5 
MU Micron Technology, Inc.
-4.13%
-$769.2 
ORCL Oracle Corporation
-4.12%
-$113,259.76 
AEIS Advanced Energy Industries Inc.
-4.11%
-$238.28 
UI Ubiquiti Inc.
-4.07%
-$326.56 
ANET Arista Networks, Inc.
-4.04%
-$846.37 
MRVL Marvell Technology, Inc.
-3.99%
-$1,058.66 
HIMS Hims & Hers Health, Inc.
-3.91%
-$1,150 
USAR USA Rare Earth, Inc.
-3.74%
-$62.25 
LITE Lumentum Holdings Inc.
-3.69%
-$771 
YEXT Yext Inc.
-3.58%
-$6.37 
CLS Celestica Inc.
-3.58%
-$2,648.45 
GLW Corning Incorporated
-3.55%
-$3,775.79 
FDN First Trust Dow Jones Internet Index Fund
-3.48%
-$255.5 
META Meta Platforms Inc Class A
-3.43%
-$136,573.48 
PCVX Vaxcyte, Inc.
-3.38%
-$55.12 
AVGO Broadcom Inc.
-3.36%
-$20,784.86 
DELL Dell Technologies Inc.
-3.34%
-$2,212 
IBKR Interactive Brokers Group Inc.
-3.34%
-$4,267.69 
LRCX Lam Research Corporation
-3.3%
-$7,498.9 
FFIV F5 Inc.
-3.29%
-$2,433.24 
SOFI SoFi Technologies, Inc.
-3.28%
-$74.25 
UEC Uranium Energy Corp.
-3.24%
-$106 
GFS GlobalFoundries Inc.
-3.24%
-$794.74 
AMAT Applied Materials, Inc.
-3.18%
-$2,968.56 
AFRM Affirm Holdings, Inc.
-3.13%
-$73,268.3 
RAL Ralliant Corporation
-3.09%
-$497.25 
JBL Jabil Inc.
-3.08%
-$88.35 
KLAC KLA Corporation
-3.02%
-$310,482.64 
IGM iShares Expanded Tech Sector ETF
-2.94%
-$532.4 
HOG Harley-Davidson Inc.
-2.94%
-$26.73 
ARR Armour Residential REIT Inc.
-2.89%
-$237 
NFLX Netflix, Inc.
-2.87%
-$30,257.76 
CRM Salesforce Inc
-2.81%
-$512.08 
RCAT Red Cat Holdings, Inc.
-2.75%
-$67.5 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.72%
-$78.75 
DDS Dillard's Inc.
-2.71%
-$1,089.6 
DASH DoorDash, Inc.
-2.68%
-$2,147.63 
XYZ Block, Inc.
-2.68%
-$3,389.76 
HPQ HP Inc.
-2.66%
-$5,088.1 
IWP iShares Russell Mid-Cap Growth ETF
-2.65%
-$4,149.59 
TMQ Trilogy Metals Inc.
-2.62%
-$12.86 
XLK State Street Technology Select Sector SPDR ETF
-2.6%
-$12,795.46 
SOLV Solventum Corporation
-2.58%
-$38.59 
PINS Pinterest, Inc. Class A
-2.58%
-$117 
CHWY Chewy Inc.
-2.53%
-$143.1 
TSLA Tesla, Inc.
-2.53%
-$1,897.15 
EBAY eBay Inc.
-2.51%
-$529.76 
IYW iShares U.S. Technology ETF
-2.5%
-$13,845.82 
MSFT Microsoft Corp.
-2.47%
-$207,955.44 
XOVR ERShares Private-Public Crossover ETF
-2.45%
-$538.12 
VGT Vanguard Information Technology ETF
-2.44%
-$1,406.56 
TMC TMC the metals company Inc.
-2.43%
-$32.5 
VRT Vertiv Holdings Co
-2.41%
-$595.7 
SYM Symbotic Inc. Class A
-2.38%
-$118.12 
MP MP Materials Corp.
-2.35%
-$956.48 
INTU Intuit Inc.
-2.34%
-$563.56 
IWO iShares Russell 2000 Growth ETF
-2.33%
-$316.29 
DXC Dxc Technology Co.
-2.28%
-$5.36 
CCJ Cameco Corporation
-2.28%
-$47.5 
WAT Waters Corporation
-2.22%
-$79.04 
CDW CDW Corporation
-2.22%
-$267.54 
MTUM iShares MSCI USA Momentum Factor ETF
-2.22%
-$200.7 
SPCX Space Exploration Technologies Corp. Class A
-2.19%
-$987.78 
SCHW Charles Schwab Corporation
-2.18%
-$410 
GOOGL Alphabet Inc
-2.17%
-$186,153.45 
QQQ Invesco QQQ Trust, Series 1
-2.14%
-$2,133.09 
CSCO Cisco Systems, Inc.
-2.11%
-$143,359.76 
CBRE CBRE Group Inc.
-2.1%
-$32,035.31 
MELI MercadoLibre, Inc.
-2.06%
-$460.02 
ETN Eaton Corporation plc
-2.04%
-$62,000.28 
CGNX Cognex Corporation
-2.01%
-$56 
VOX Vanguard Communication Services ETF
-2.01%
-$6,626.25 
GOOG Alphabet Inc
-2%
-$13,381.89 
CDNS Cadence Design Systems, Inc.
-1.99%
-$431.48 
VOT Vanguard Mid-Cap Growth ETF
-1.96%
-$179.18 
BJ BJ's Wholesale Club Holdings, Inc.
-1.95%
-$584.35 
LUV Southwest Airlines Co.
-1.91%
-$117 
CMG Chipotle Mexican Grill, Inc.
-1.86%
-$86.07 
VUG Vanguard Growth ETF
-1.86%
-$21,421.09 
STT State Street Corp
-1.86%
-$8,950.58 
IWF iShares Russell 1000 Growth ETF
-1.84%
-$80,305.72 
AMZN Amazon.com Inc
-1.84%
-$13,052.24 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.82%
-$28 
UBER Uber Technologies, Inc.
-1.81%
-$45.15 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.81%
-$395.85 
TCHP T. Rowe Price Blue Chip Growth ETF
-1.78%
-$593.32 
LW Lamb Weston Holdings, Inc.
-1.72%
-$61.38 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.71%
-$2,412 
USXF iShares ESG Aware MSCI USA ETF
-1.7%
-$51.19 
EZBC Franklin Bitcoin ETF
-1.68%
-$1,000 
IUSG iShares Core S&P U.S. Growth ETF
-1.67%
-$532.95 
KEYS Keysight Technologies, Inc.
-1.66%
-$238.98 
GBTC Grayscale Bitcoin Trust ETF
-1.65%
-$168 
DE Deere & Company
-1.62%
-$8,836.5 
RL Ralph Lauren Corporation
-1.62%
-$158.75 
IRDM Iridium Communications Inc.
-1.62%
-$200.75 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.62%
-$380,154.54 
STM STMicroelectronics N.V.
-1.61%
-$206.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.61%
-$115,817.98 
IWM iShares Russell 2000 ETF
-1.6%
-$4,613.66 
EEM iShares MSCI Emerging Markets ETF
-1.6%
-$6,467.75 
RMD ResMed Inc.
-1.59%
-$515.23 
UA Under Armour Inc.
-1.58%
-$7.5 
A Agilent Technologies Inc.
-1.57%
-$115.71 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.57%
-$14,762.76 
EMBC Embecta Corp.
-1.55%
-$1.8 
TPG TPG Inc.
-1.53%
-$1,479.62 
NVT nVent Electric plc
-1.52%
-$44,893.94 
WCC Wesco International Inc.
-1.48%
-$615.6 
QCOM QUALCOMM Incorporated
-1.47%
-$301.15 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.46%
-$5,340.69 
SCHA Schwab U.S. Small-Cap ETF
-1.45%
-$470 
PWRD TCW Transform Systems ETF
-1.44%
-$72.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.43%
-$191,276.96 
NU Nu Holdings Ltd.
-1.43%
-$115.56 
TGT Target Corporation
-1.42%
-$1,422.74 
APH Amphenol Corporation
-1.42%
-$542.88 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
-1.42%
-$93.75 
BKNG Booking Holdings Inc.
-1.4%
-$231.5 
PWR Quanta Services Inc.
-1.38%
-$69,515.56 
VRTX Vertex Pharmaceuticals Incorporated
-1.36%
-$865.62 
UNH UnitedHealth Group Incorporated
-1.34%
-$2,396.94 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.34%
-$6,630.94 
LOAR Loar Holdings Inc.
-1.32%
-$1,199.35 
SAN Banco Santander S.A. Sponsored ADR
-1.32%
-$17.75 
WYNN Wynn Resorts, Limited
-1.3%
-$25 
VB Vanguard Small-Cap ETF
-1.29%
-$305.04 
IBM International Business Machines Corporation
-1.29%
-$15,940.96 
MSM MSC Industrial Direct Co., Inc.
-1.28%
-$83.5 
GPN Global Payments Inc.
-1.26%
-$53 
VWO Vanguard FTSE Emerging Markets ETF
-1.26%
-$83,918.22 
SCHE Schwab Emerging Markets Equity ETF
-1.23%
-$263.44 
SPEM SPDR Portfolio Emerging Markets ETF
-1.23%
-$88.2 
CEG Constellation Energy Corporation
-1.22%
-$1,246.56 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$40,790.47 
ACCO Acco Brands Corporation
-1.2%
-$2.37 
SCHM Schwab U.S. Mid-Cap ETF
-1.2%
-$163.09 
BABA Alibaba Group Holding Limited SP ADR
-1.18%
-$163.75 
EMR Emerson Electric Co.
-1.16%
-$229.36 
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF
-1.15%
-$358.83 
DECK Deckers Outdoor Corporation
-1.14%
-$198 
GS The Goldman Sachs Group, Inc.
-1.13%
-$5,292.02 
SHW The Sherwin-Williams Company
-1.1%
-$8,176.58 
COLD Americold Realty Trust
-1.08%
-$82.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.07%
-$10,964.59 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.06%
-$349.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.05%
-$1,738.13 
SCHX Schwab U.S. Large-Cap ETF
-1.05%
-$336 
IWR iShares Russell Mid-Cap ETF
-1.05%
-$4,309.05 
IWB iShares Russell 1000 ETF
-1.03%
-$281.12 
SPY SPDR S&P 500 ETF Trust
-1.01%
-$21,508.13 
IJR iShares Core S&P Small-Cap ETF
-1%
-$14,065.79 
AZN AstraZeneca PLC American Depositary Shares
-1%
-$343.62 
VOO Vanguard S&P 500 ETF
-0.98%
-$14,483.48 
XMHQ Invesco S&P MidCap Quality ETF
-0.98%
-$25,578.68 
MTD Mettler-Toledo International Inc.
-0.96%
-$31.6 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.95%
-$270 
MDY SPDR S&P MidCap 400 ETF Trust
-0.95%
-$142,681.11 
MDT Medtronic plc
-0.93%
-$558.92 
IVV iShares Core S&P 500 ETF
-0.93%
-$170,265.13 
CSL Carlisle Companies Inc.
-0.92%
-$893.2 
RCL Royal Caribbean Group
-0.91%
-$510 
IJH iShares Core S&P Mid-Cap ETF
-0.9%
-$153,892.86 
EQX Equinox Gold Corp.
-0.9%
-$5 
NVO Novo Nordisk A/S Sponsored ADR
-0.89%
-$96.25 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.87%
-$19.57 
JCI Johnson Controls International plc
-0.86%
-$63.25 
IYC iShares U.S. Consumer Discretionary ETF
-0.84%
-$467.6 
MAIR Madison Air Solutions Corp. Class A
-0.83%
-$7.8 
NVDA NVIDIA Corporation
-0.83%
-$85,212 
ACWI iShares MSCI ACWI ETF
-0.83%
-$99 
IWN iShares Russell 2000 Value ETF
-0.83%
-$73.08 
BHF Brighthouse Financial Inc.
-0.82%
-$50.4 
J Jacobs Solutions Inc.
-0.82%
-$180.57 
MMM 3M Company
-0.81%
-$227.8 
COPX Global X Copper Miners ETF
-0.81%
-$55.67 
PFF iShares Preferred and Income Securities ETF
-0.81%
-$19,022.54 
FLS Flowserve Corporation
-0.79%
-$56 
URI United Rentals, Inc.
-0.79%
-$29,424.9 
NGVT Ingevity Corporation
-0.78%
-$9.9 
QUAL iShares MSCI USA Quality Factor ETF
-0.77%
-$87.75 
VSLU Applied Finance Valuation Large Cap ETF
-0.77%
-$32,159.44 
FDX FedEx Corporation
-0.77%
-$452 
KKR KKR & Co. Inc.
-0.77%
-$87.1 
KTOS Kratos Defense & Security Solutions, Inc.
-0.76%
-$15.5 
PRU Prudential Financial, Inc.
-0.76%
-$1,825.12 
DHR Danaher Corporation
-0.73%
-$12,486.5 
YUM Yum! Brands, Inc.
-0.72%
-$141.7 
INCY Incyte Corporation
-0.72%
-$11,846.02 
VO Vanguard Mid-Cap ETF
-0.72%
-$503.44 
ANDG Andersen Group Inc. Class A Common Stock
-0.68%
-$10 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.66%
-$1,110 
IJS iShares S&P Small-Cap 600 Value ETF
-0.66%
-$2,184.4 
SA Seabridge Gold Inc.
-0.65%
-$29.75 
REGN Regeneron Pharmaceuticals, Inc.
-0.65%
-$7,505.82 
VLTO Veralto Corporation
-0.61%
-$1,262.32 
FCX Freeport-McMoRan Inc.
-0.6%
-$10,323.55 
UPS United Parcel Service, Inc.
-0.6%
-$58.5 
GILD Gilead Sciences Inc.
-0.6%
-$70.5 
MLI Mueller Industries Inc.
-0.59%
-$25.2 
VHT Vanguard Health Care ETF
-0.59%
-$437.62 
SLV iShares Silver Trust
-0.58%
-$472.5 
UAN CVR Partners L.P.
-0.57%
-$102.6 
MS Morgan Stanley
-0.57%
-$447.2 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.55%
-$44.56 
SAIC Science Applications International Corporation Common Stock
-0.55%
-$36.5 
FTV Fortive Corporation
-0.54%
-$220.41 
VEU Vanguard FTSE All-World ex-US ETF
-0.54%
-$77 
ALC Alcon Inc.
-0.53%
-$21 
VNAM Global X MSCI Vietnam ETF
-0.52%
-$8.4 
CAH Cardinal Health Inc.
-0.52%
-$131 
RDVY First Trust Rising Dividend Achievers ETF
-0.51%
-$276.34 
WAB Wabtec Corporation
-0.51%
-$16,358.27 
RACE Ferrari N.V.
-0.51%
-$4.06 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.5%
-$222.18 
RSP Invesco S&P 500 Equal Weight ETF
-0.5%
-$33,606.65 
HAS Hasbro Inc.
-0.5%
-$426.79 
IXUS iShares Core International Stock ETF
-0.49%
-$361.1 
UNP Union Pacific Corporation
-0.49%
-$14,638.52 
BAC Bank of America Corporation
-0.48%
-$12,273 
CSX CSX Corporation
-0.48%
-$904.75 
SCCO Southern Copper Corporation
-0.48%
-$9.82 
EFG iShares MSCI EAFE Growth ETF
-0.48%
-$94.87 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.48%
-$40.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.46%
-$24 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.46%
-$138 
MCO Moody's Corporation
-0.45%
-$92.88 
CACI Caci International Inc.
-0.44%
-$121.5 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.43%
-$9.74 
ROP Roper Technologies Inc.
-0.42%
-$8,929.5 
UBS UBS Group AG
-0.42%
-$35 
PRF Invesco FTSE RAFI US 1000 ETF
-0.42%
-$662.93 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.42%
-$36.81 
GWW W.W. Grainger, Inc.
-0.42%
-$88.72 
CELG-RI Bristol-Myers Squibb Company Ce
-0.42%
-$0.01 
IYH iShares U.S. Healthcare ETF
-0.4%
-$712.5 
GLDM SPDR Gold MiniShares Trust
-0.37%
-$15.25 
AMP Ameriprise Financial, Inc.
-0.37%
-$7,912.45 
GLD SPDR Gold Shares
-0.36%
-$1,257.95 
IAU iShares Gold Trust
-0.36%
-$782.33 
RIET Hoya Capital High Dividend Yield ETF
-0.36%
-$6 
GEHC GE HealthCare Technologies Inc.
-0.35%
-$7.5 
ABT Abbott Laboratories
-0.35%
-$704.48 
SSRM Ssr Mining Inc.
-0.35%
-$11 
CVS CVS Health Corporation
-0.34%
-$2,893.85 
CFG Citizens Financial Group, Inc.
-0.33%
-$353.43 
TOL Toll Brothers Inc
-0.33%
-$110 
CIB Bancolombia S.A.
-0.33%
-$96 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.33%
-$21,280.95 
DHI D.R. Horton, Inc.
-0.32%
-$4,703.85 
AEM Agnico Eagle Mines Limited
-0.32%
-$561.09 
EZM WisdomTree U.S. MidCap Fund
-0.32%
-$10.35 
MA Mastercard Incorporated
-0.31%
-$10,073.85 
SOLS Sollensys Corp
-0.29%
-$23.1 
RITM Rithm Capital Corp.
-0.29%
-$12.5 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.28%
-$16.1 
CTVA Corteva Inc.
-0.27%
-$4.2 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.27%
-$2,754.68 
COR Cencora, Inc.
-0.26%
-$75.65 
IWD iShares Russell 1000 Value ETF
-0.26%
-$178.86 
BSX Boston Scientific Corporation
-0.25%
-$53.13 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.25%
-$55.92 
VMET Versamet Royalties Corporation
-0.24%
-$2 
BA Boeing Company
-0.23%
-$285.52 
WELL Welltower Inc.
-0.23%
-$93.28 
SCHF Schwab International Equity ETF
-0.22%
-$392.57 
CEF Sprott Physical Gold and Silver Trust
-0.22%
-$76.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.21%
-$9,160.5 
ABCB Ameris Bancorp
-0.21%
-$949.79 
WPM Wheaton Precious Metals Corp.
-0.21%
-$34.37 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.21%
-$1,352.54 
EQL Alps Equal Sector Weight ETF
-0.19%
-$15.6 
NSC Norfolk Southern Corporation
-0.19%
-$1,447.68 
SNY Sanofi American Depositary Receipt
-0.19%
-$11.18 
PHM PulteGroup Inc.
-0.18%
-$5.12 
AXP American Express Company
-0.18%
-$209.44 
ADNT Adient plc
-0.17%
-$1.2 
VIG Vanguard Dividend Appreciation ETF
-0.16%
-$2,541.06 
IVE ISHARES S&P 500 VALUE ETF
-0.15%
-$1,633.68 
RNST Renasant Corporation
-0.15%
-$65.88 
ADI Analog Devices, Inc.
-0.14%
-$200.1 
UBSI United Bankshares, Inc.
-0.14%
-$6.83 
MJ Amplify Alternative Harvest ETF
-0.13%
-$1.11 
EFA iShares MSCI EAFE ETF
-0.12%
-$6,421.22 
IZRL Ark Israel Innovative Technology ETF
-0.12%
-$1.75 
UITB VictoryShares Core Intermediate Bond ETF
-0.11%
-$23,041.8 
IUSV iShares Core S&P U.S. Value ETF
-0.1%
-$1,597.2 
SZZL Sizzle Acquisition Corp.
-0.1%
-$1.67 
SYLD Cambria Shareholder Yield ETF
-0.1%
-$124 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$62.56 
PFG Principal Financial Group, Inc.
-0.08%
-$9.1 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.08%
-$19.5 
SBUX Starbucks Corporation
-0.07%
-$7 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$8,631.85 
LVS Las Vegas Sands Corp.
-0.07%
-$2.5 
IYJ iShares U.S. Industrials ETF
-0.06%
-$109.01 
SBCF Seacoast Banking Corporation of Florida
-0.06%
-$4.2 
USTB VictoryShares Short-Term Bond ETF
-0.05%
-$10.4 
LKQ LKQ Corporation
-0.04%
-$211.61 
IEFA iShares Core MSCI EAFE ETF
-0.04%
-$11,294.56 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$92.83 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$1,441.9 
MCD McDonald's Corporation
-0.02%
-$18.48 
XLI Industrial Select Sector SPDR Fund
-0.01%
-$0.5 
UNM Unum Group
-0.01%
-$1.25 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$6.5 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 2671 | Longs Won 1724/2671 64% | Profit Factor 8.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $339,438.03 |
| Average Win $77,809.6 | Best Trade (Oct 15) $7.99M | Sharpe Ratio -88.86 |
| Average Loss -$17,237.69 | Worst Trade (Sep 29) -$1.01M | Z-Score 11.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 2d | Expectancy $44,110.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 42 | $5,746.17 | $7,257.39 | - | $1,511.22 | 26.3% | -1.569% |
| AAOI Applied Optoelectronics, Inc. | 100 | $14,816 | $7,727 | - | -$7,089 | -47.85% | -7.715% |
| AAPL Apple Inc. | 46,587 | $8.85M | $15.99M | - | $7.15M | 80.81% | +0.389% |
| ABBV AbbVie Inc. | 2,417 | $412,068.72 | $689,739.29 | - | $277,670.57 | 67.38% | +0.695% |
| ABCB Ameris Bancorp | 5,587 | $296,391 | $444,557.59 | - | $148,166.59 | 49.99% | -0.213% |
| ABG Asbury Automotive Group Inc. | 125 | $28,122 | $21,340 | - | -$6,782 | -24.12% | +0.5% |
| ABT Abbott Laboratories | 1,904 | $213,313.52 | $198,606.24 | - | -$14,707.28 | -6.89% | -0.353% |
| ACCO Acco Brands Corporation | 43 | $161 | $194.57 | - | $33.57 | 20.85% | -1.201% |
| ACWI iShares MSCI ACWI ETF | 75 | $7,633 | $11,843.25 | - | $4,210.25 | 55.16% | -0.829% |
| ADI Analog Devices, Inc. | 345 | $97,003.41 | $139,162.65 | - | $42,159.24 | 43.46% | -0.144% |
| ADNT Adient plc | 40 | $1,455 | $726 | - | -$729 | -50.1% | -0.165% |
| ADP Automatic Data Processing Inc. | 86 | $23,799 | $24,603.74 | - | $804.74 | 3.38% | +0.154% |
| AEIS Advanced Energy Industries Inc. | 23 | $2,506 | $5,559.56 | - | $3,053.56 | 121.85% | -4.11% |
| AEM Agnico Eagle Mines Limited | 951 | $68,193.19 | $177,808.47 | - | $109,615.28 | 160.74% | -0.315% |
| AEP American Electric Power Company, Inc. | 15,726 | $1.82M | $1.99M | - | $170,279.92 | 9.35% | +1.851% |
| AFL Aflac Inc. | 472 | $46,969.27 | $56,137.32 | - | $9,168.05 | 19.52% | +0.75% |
| AFRM Affirm Holdings, Inc. | 30,785 | $2.51M | $2.26M | - | -$246,588.1 | -9.82% | -3.135% |
| AGG iShares Core U.S. Aggregate Bond ETF | 736 | $72,937.91 | $70,159.2 | - | -$2,778.71 | -3.81% | -0.089% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 1,200 | $30,526 | $30,030 | - | -$496 | -1.62% | -0.457% |
| AIG American International Group Inc. | 67 | $4,540 | $5,365.36 | - | $825.36 | 18.18% | +1.213% |
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FAQ
Which stocks have generated the highest profits for Matthew Cochran?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $2.24M, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $2.04M, KLA Corporation - $1.89M, iShares Core S&P Mid-Cap ETF - $1.7M, and VanEck Fallen Angel High Yield Bond ETF - $1.51M. 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: Adobe Inc - $1.57M, Fiserv, Inc - $1.09M, Intel Corporation - $1.06M, Target Corporation - $553,443.47, and Ingredion Inc - $324,485.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Cochran's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.68M earned over time. The largest contributors to dividend income include PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $1.91M, iShares Core MSCI EAFE ETF - $1.89M, VanEck Fallen Angel High Yield Bond ETF - $1.41M, Janus Henderson AAA CLO ETF - $1.36M, and VictoryShares Core Intermediate Bond ETF - $1.31M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Cochran's monthly returns?
Matthew Cochran'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 Matthew Cochran's strategy be considered aggressive or moderate?
Matthew Cochran'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 Matthew Cochran's strategy?
Matthew Cochran'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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