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:
50.3%
Gain -0.65%
Monthly
1.28%
Yearly
16.5%
Drawdown
17.73%
$473.12M
Equity
Holdings
$473.12M
Investment
$358.55M
$121.47M
Profit -$2.31M
Realized
$6.9M
Unrealized
$114.57M
Dividends
$19.5M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$2.31M
Win %
73%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$4.86M
Win %
73%
This Month
Compared to last month
Gain
-0.49%
Profit
-$2.31M
Win %
73%
This Year
Compared to last year
Gain
-1.07%
Profit
-$5.03M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$100,410.61 
ETN Eaton Corporation plc
+7.32%
+$214,051.91 
GOOG Alphabet Inc
+6.88%
+$44,515.86 
GOOGL Alphabet Inc
+6.73%
+$550,739.7 
WY Weyerhaeuser Company
+6.51%
+$420.75 
NVT nVent Electric plc
+6.24%
+$183,435.42 
VRT Vertiv Holdings Co
+6.18%
+$1,618.05 
AEIS Advanced Energy Industries Inc.
+5.56%
+$350.98 
ANET Arista Networks, Inc.
+5.46%
+$1,054.29 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$741.25 
FTNT Fortinet Inc.
+4.99%
+$385 
SOLS Sollensys Corp
+4.84%
+$366.96 
RIG Transocean Ltd.
+4.72%
+$120 
AAOI Applied Optoelectronics, Inc.
+4.67%
+$421 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$166.35 
VELO Velo3D, Inc.
+4.38%
+$42.5 
UI Ubiquiti Inc.
+4.37%
+$302.77 
CACI Caci International Inc.
+4.27%
+$918 
CGNX Cognex Corporation
+4.18%
+$131 
NGVT Ingevity Corporation
+4.16%
+$52.56 
TSEM Tower Semiconductor Ltd.
+4.03%
+$1,684.98 
FFIV F5 Inc.
+3.56%
+$2,238.84 
OXY-WT Occidental Petroleum Corporation
+3.39%
+$34.5 
WW WW International Inc.
+3.31%
+$1.38 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$925 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$35,196.17 
META Meta Platforms Inc Class A
+3.28%
+$95,666.43 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$83 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$2,594.4 
MSFT Microsoft Corp.
+3.02%
+$212,798.72 
LITE Lumentum Holdings Inc.
+2.99%
+$496.8 
NVDA NVIDIA Corporation
+2.93%
+$270,311.73 
AYASF Aya Gold & Silver Inc.
+2.78%
+$106 
LYB LyondellBasell Industries N.V.
+2.71%
+$1,238.2 
ANDG Andersen Group Inc. Class A Common Stock
+2.71%
+$31.25 
HIMS Hims & Hers Health, Inc.
+2.7%
+$730 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$173.5 
MTD Mettler-Toledo International Inc.
+2.58%
+$71.38 
CVX Chevron Corporation
+2.35%
+$30,722.44 
MRVL Marvell Technology, Inc.
+2.32%
+$468.6 
ORLY O'Reilly Automotive Inc.
+2.28%
+$563.17 
BP BP p.l.c. Sponsored ADR
+2.26%
+$200 
TPG TPG Inc.
+2.25%
+$2,136 
GLW Corning Incorporated
+2.24%
+$2,330.07 
WDC Western Digital Corporation
+2.21%
+$413 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$123 
CELG-RI Bristol-Myers Squibb Company Ce
+2.17%
+$0.03 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$298 
CDNS Cadence Design Systems, Inc.
+2.16%
+$482.4 
AMTM Amentum Holdings, Inc.
+2.16%
+$77.08 
CSCO Cisco Systems, Inc.
+2.14%
+$150,156.99 
LNG Cheniere Energy Inc.
+2.13%
+$523.45 
JBL Jabil Inc.
+2.12%
+$65.3 
PSA Public Storage Common Stock
+2.12%
+$168 
USAR USA Rare Earth, Inc.
+2.05%
+$45 
KEYS Keysight Technologies, Inc.
+2.04%
+$268.38 
RCAT Red Cat Holdings, Inc.
+2.03%
+$75 
OXY Occidental Petroleum Corporation
+2%
+$422.24 
GWW W.W. Grainger, Inc.
+1.97%
+$427.68 
OKE ONEOK, Inc.
+1.95%
+$174 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
+1.95%
+$117.5 
JCI Johnson Controls International plc
+1.93%
+$139 
ROK Rockwell Automation, Inc.
+1.93%
+$45.35 
LHX L3Harris Technologies, Inc.
+1.9%
+$423.12 
PANW Palo Alto Networks, Inc.
+1.89%
+$2,958.15 
GLNG Golar LNG Ltd.
+1.89%
+$2,009.28 
IONQ IonQ, Inc.
+1.87%
+$167.5 
CRM Salesforce Inc
+1.83%
+$244.94 
ORCL Oracle Corporation
+1.81%
+$47,225.64 
HWM Howmet Aerospace Inc.
+1.8%
+$239.04 
ZTS Zoetis Inc.
+1.66%
+$189 
FLEX Flex Ltd.
+1.64%
+$230 
J Jacobs Solutions Inc.
+1.64%
+$337.9 
KMI Kinder Morgan, Inc.
+1.64%
+$117 
SHEL Shell plc
+1.62%
+$1,911 
HPE Hewlett Packard Enterprise Company
+1.61%
+$155.8 
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF
+1.61%
+$502.8 
MSM MSC Industrial Direct Co., Inc.
+1.6%
+$97 
FANG Diamondback Energy Inc
+1.59%
+$159 
BSX Boston Scientific Corporation
+1.59%
+$352.59 
CDW CDW Corporation
+1.55%
+$175.5 
HPQ HP Inc.
+1.53%
+$2,544.05 
VZ Verizon Communications Inc.
+1.52%
+$28,387.1 
IYC iShares U.S. Consumer Discretionary ETF
+1.5%
+$840 
LMT Lockheed Martin Corporation
+1.5%
+$3,313.92 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$469.44 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$253 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$97,745.28 
NOC Northrop Grumman Corporation
+1.43%
+$1,037.68 
PH Parker-Hannifin Corporation
+1.43%
+$412.2 
PWR Quanta Services Inc.
+1.43%
+$73,595.56 
GE General Electric Company
+1.42%
+$1,136.78 
KLAC KLA Corporation
+1.38%
+$146,698.94 
PWRD TCW Transform Systems ETF
+1.38%
+$73.5 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$410.85 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$10.16 
CIEN Ciena Corporation
+1.34%
+$124.5 
CAH Cardinal Health Inc.
+1.3%
+$296 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$30.45 
AKAM Akamai Technologies Inc.
+1.26%
+$111.54 
FTV Fortive Corporation
+1.25%
+$519.03 
CMCSA Comcast Corp
+1.23%
+$203.58 
COP ConocoPhillips
+1.22%
+$13,724.26 
SAIC Science Applications International Corporation Common Stock
+1.22%
+$70.5 
WFC Wells Fargo & Company
+1.19%
+$153 
HONA Honeywell Aerospace Inc.
+1.18%
+$348.48 
AMAT Applied Materials, Inc.
+1.18%
+$1,280.3 
RMD ResMed Inc.
+1.16%
+$324.28 
ITW Illinois Tool Works Inc.
+1.15%
+$302.25 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$231.42 
VOX Vanguard Communication Services ETF
+1.12%
+$3,437.1 
VUG Vanguard Growth ETF
+1.1%
+$11,929.11 
KNTK Kinetik Holdings Inc.
+1.1%
+$151.25 
NOW ServiceNow, Inc.
+1.05%
+$870 
NBIS Nebius Group N.V.
+1.05%
+$338.58 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$1,167.45 
IEP Icahn Enterprises L.P.
+1.04%
+$16 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$235,095.88 
XLE Energy Select Sector SPDR Fund
+1%
+$153.4 
URI United Rentals, Inc.
+0.99%
+$37,959.77 
ADP Automatic Data Processing Inc.
+0.98%
+$222.74 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.97%
+$73.8 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$63,505.68 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$27.25 
TTE TotalEnergies SE
+0.95%
+$124.5 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$21.5 
IYE iShares U.S. Energy ETF
+0.93%
+$661.2 
ASTS AST SpaceMobile, Inc.
+0.92%
+$226.8 
UNP Union Pacific Corporation
+0.92%
+$27,720.04 
DTM Dt Midstream Inc.
+0.9%
+$55.35 
AMLP Alerian MLP ETF
+0.89%
+$1,969.8 
FLS Flowserve Corporation
+0.89%
+$67 
SCHW Charles Schwab Corporation
+0.87%
+$182 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$183.52 
IBM International Business Machines Corporation
+0.86%
+$10,115.25 
CNQ Canadian Natural Resources Limited
+0.85%
+$64 
GEV GE Vernova Inc.
+0.85%
+$565.08 
SU Suncor Energy Inc.
+0.82%
+$349.25 
MCD McDonald's Corporation
+0.82%
+$1,016.4 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$72.5 
EMR Emerson Electric Co.
+0.79%
+$143.96 
UAN CVR Partners L.P.
+0.79%
+$136.35 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,154.97 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$54.6 
TSLA Tesla, Inc.
+0.76%
+$488.52 
MPC Marathon Petroleum Corporation
+0.76%
+$6,405.23 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$31,210.52 
DLO DLocal Limited
+0.73%
+$27.5 
LUNR Intuitive Machines, Inc.
+0.73%
+$67.5 
STT State Street Corp
+0.73%
+$3,856.49 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$95,637.97 
PHIN Phinia Inc.
+0.72%
+$5.83 
LPX Louisiana-Pacific Corporation
+0.72%
+$73.84 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$63 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$14,743.82 
VOO Vanguard S&P 500 ETF
+0.71%
+$10,084.58 
BB BlackBerry Ltd.
+0.71%
+$256.5 
CAT Caterpillar Inc.
+0.7%
+$595.35 
ROP Roper Technologies Inc.
+0.7%
+$14,992.64 
BMY Bristol-Myers Squibb Company
+0.69%
+$742.5 
IVV iShares Core S&P 500 ETF
+0.69%
+$121,077.76 
CARR Carrier Global Corporation
+0.68%
+$911.82 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$216.69 
MJ Amplify Alternative Harvest ETF
+0.66%
+$5.55 
PLTR Palantir Technologies Inc.
+0.65%
+$640 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$608.28 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$199.5 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$206.55 
IZRL Ark Israel Innovative Technology ETF
+0.64%
+$9.35 
IWB iShares Russell 1000 ETF
+0.64%
+$167.7 
RGTI Rigetti Computing Inc
+0.61%
+$173.7 
ARTY iShares Future AI & Tech ETF
+0.6%
+$581.6 
ET Energy Transfer L.P.
+0.59%
+$312 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$942.73 
MO Altria Group, Inc.
+0.57%
+$451.62 
EQL Alps Equal Sector Weight ETF
+0.57%
+$45.24 
QBTS D-Wave Quantum Inc.
+0.56%
+$60 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$1,968.47 
APH Amphenol Corporation
+0.55%
+$102.96 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$28.1 
RNST Renasant Corporation
+0.53%
+$252.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,265.16 
STX Seagate Technology Holdings plc
+0.52%
+$489.5 
GM General Motors Company
+0.52%
+$299 
PSX Phillips 66
+0.51%
+$64.8 
ACWI iShares MSCI ACWI ETF
+0.49%
+$57.75 
SBCF Seacoast Banking Corporation of Florida
+0.49%
+$35.7 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$38.07 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$144 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$980.19 
BMO Bank of Montreal
+0.47%
+$41.5 
NSC Norfolk Southern Corporation
+0.46%
+$3,619.3 
OHI Omega Healthcare Investors Inc.
+0.46%
+$652.05 
IYW iShares U.S. Technology ETF
+0.46%
+$2,311.16 
KKR KKR & Co. Inc.
+0.45%
+$58.5 
SNY Sanofi American Depositary Receipt
+0.44%
+$28.31 
IWD iShares Russell 1000 Value ETF
+0.44%
+$300.81 
EBAY eBay Inc.
+0.43%
+$84.28 
CSX CSX Corporation
+0.42%
+$808.5 
RKLB Rocket Lab Corporation
+0.42%
+$43.2 
IYJ iShares U.S. Industrials ETF
+0.42%
+$741.19 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$68.2 
PFE Pfizer Inc.
+0.4%
+$69.2 
RTX RTX Corporation
+0.39%
+$3,973.2 
VLO Valero Energy Corporation
+0.38%
+$9,116.59 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$5.07 
AVGO Broadcom Inc.
+0.37%
+$2,589.12 
PG Procter & Gamble Co
+0.37%
+$858.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$675.18 
OTIS Otis Worldwide Corporation
+0.36%
+$247 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$195.46 
TDG TransDigm Group Inc.
+0.36%
+$84.93 
BAC Bank of America Corporation
+0.36%
+$10,800.24 
ZION Zions Bancorporation, National Association
+0.35%
+$22.08 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$8.03 
AZO AutoZone Inc.
+0.32%
+$348.48 
GD General Dynamics Corporation
+0.32%
+$143.96 
MRK Merck & Co., Inc.
+0.32%
+$7,147.7 
SFBS ServisFirst Bancshares Inc.
+0.31%
+$9.52 
LOAR Loar Holdings Inc.
+0.31%
+$303.45 
VSNT Versant Media Group, Inc.
+0.28%
+$2.4 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$24.6 
JPM JPMorgan Chase & Co.
+0.27%
+$17,275.32 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$6,790.8 
SYM Symbotic Inc. Class A
+0.26%
+$13.75 
AMP Ameriprise Financial, Inc.
+0.25%
+$5,902.3 
NRG NRG Energy, Inc.
+0.24%
+$16 
WCC Wesco International Inc.
+0.24%
+$98.4 
CWST Casella Waste Systems Inc.
+0.23%
+$237.3 
VSLU Applied Finance Valuation Large Cap ETF
+0.23%
+$9,188.41 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$4 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$19.22 
JNJ Johnson & Johnson
+0.21%
+$1,613.85 
ADI Analog Devices, Inc.
+0.2%
+$255.3 
GFS GlobalFoundries Inc.
+0.2%
+$50.3 
SAFT Safety Insurance Group Inc.
+0.19%
+$22.8 
CMI Cummins Inc.
+0.19%
+$6,859.01 
UBSI United Bankshares, Inc.
+0.19%
+$9.45 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$282.1 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$20 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$5.4 
INTU Intuit Inc.
+0.18%
+$41.61 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$4.86 
USB U.S. Bancorp
+0.17%
+$77 
T AT&T Inc.
+0.17%
+$13 
MS Morgan Stanley
+0.17%
+$154.8 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$164.5 
HST Host Hotels & Resorts Inc.
+0.16%
+$20 
CB Chubb Limited
+0.15%
+$29.68 
DELL Dell Technologies Inc.
+0.14%
+$78.4 
EUAD STOXX Europe Aerospace & Defense ETF
+0.13%
+$4.5 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$27.96 
ARR Armour Residential REIT Inc.
+0.12%
+$12 
DTE DTE Energy Company
+0.12%
+$96.9 
MMM 3M Company
+0.12%
+$35.7 
ISRG Intuitive Surgical, Inc.
+0.1%
+$35.28 
RITM Rithm Capital Corp.
+0.1%
+$5 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$2,428.41 
C Citigroup Inc.
+0.1%
+$58.37 
NUE Nucor Corporation
+0.1%
+$163 
WM Waste Management, Inc.
+0.1%
+$2.64 
AFL Aflac Inc.
+0.09%
+$56.64 
WMT Walmart Inc.
+0.09%
+$203.7 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$304.83 
ABT Abbott Laboratories
+0.09%
+$171.36 
AEP American Electric Power Company, Inc.
+0.06%
+$1,100.82 
SZZL Sizzle Acquisition Corp.
+0.05%
+$0.82 
BPOP Popular Inc.
+0.05%
+$0.96 
BRX Brixmor Property Group Inc.
+0.03%
+$39.15 
DIS The Walt Disney Company
+0.03%
+$271.65 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$1,222.82 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$13 
DXC Dxc Technology Co.
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 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 CGC
CGC
0%
$0 LAC
LAC
0%
$0 G200
G2004J103
0%
$0 
BKCH Global X Blockchain ETF
-84.74%
-$1.19M 
BFLY Butterfly Network, Inc.
-12.97%
-$530 
CTVA Corteva Inc.
-11.9%
-$1,275.6 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$1,245.75 
AAPL Apple Inc.
-7.35%
-$1.14M 
NXPI NXP Semiconductors N.V.
-6.53%
-$240 
SYK Stryker Corporation
-6.42%
-$98,854.5 
CLS Celestica Inc.
-6%
-$4,970.25 
LIN Linde plc
-5.95%
-$2,904.96 
MU Micron Technology, Inc.
-5.9%
-$1,032.6 
OKLO Oklo Inc.
-5.5%
-$113 
SNDK SanDisk Corporation
-5.09%
-$2,605.2 
CORZ Core Scientific, Inc.
-5%
-$626.75 
U Unity Software Inc.
-4.89%
-$81.5 
EQX Equinox Gold Corp.
-4.89%
-$23 
WVVI Willamette Valley Vineyards Inc.
-4.87%
-$13 
TSN Tyson Foods Inc.
-4.43%
-$4,169.5 
DFH Dream Finders Homes Inc.
-4.12%
-$708.4 
SWMR Swarmer, Inc.
-4%
-$15.3 
SA Seabridge Gold Inc.
-3.98%
-$187.25 
SSRM Ssr Mining Inc.
-3.97%
-$106 
HELP Cybin Inc.
-3.93%
-$43.84 
ADNT Adient plc
-3.84%
-$33.6 
WPM Wheaton Precious Metals Corp.
-3.84%
-$543.75 
IREN IREN Limited
-3.82%
-$219 
FNV Franco-Nevada Corporation
-3.81%
-$379.8 
AU AngloGold Ashanti plc
-3.66%
-$150.5 
AEM Agnico Eagle Mines Limited
-3.63%
-$5,211.48 
GDX VanEck Gold Miners ETF
-3.49%
-$3,296.4 
YSS York Space Systems, Inc.
-3.47%
-$53 
CAG Conagra Brands Inc.
-3.46%
-$145.6 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$1,160.49 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$196.3 
PCVX Vaxcyte, Inc.
-3.36%
-$47 
SW Smurfit WestRock PLC
-3.26%
-$175.15 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$170.8 
GPN Global Payments Inc.
-3.18%
-$138 
FURY Fury Gold Mines Limited
-3.08%
-$17 
EPR EPR Properties
-3.03%
-$1,940 
OR OR ROYALTIES INC COMMON STOCK
-3.03%
-$837 
CI The Cigna Group
-2.99%
-$94.71 
CRWV CoreWeave, Inc.
-2.88%
-$21.3 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$50.84 
EZBC Franklin Bitcoin ETF
-2.86%
-$1,337.5 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$228.8 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$4,808.1 
UA Under Armour Inc.
-2.84%
-$19 
INCY Incyte Corporation
-2.82%
-$50,436.45 
DECK Deckers Outdoor Corporation
-2.82%
-$562 
APTV Aptiv PLC
-2.79%
-$50,981.4 
TOL Toll Brothers Inc
-2.76%
-$1,035 
IBKR Interactive Brokers Group Inc.
-2.75%
-$3,702.63 
MLM Martin Marietta Materials, Inc.
-2.75%
-$609.26 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$57.6 
VRSK Verisk Analytics Inc.
-2.75%
-$38.5 
CSL Carlisle Companies Inc.
-2.69%
-$2,888.4 
QCOM QUALCOMM Incorporated
-2.63%
-$458.85 
DXYZ Destiny Tech100 Inc.
-2.6%
-$21.35 
COLD Americold Realty Trust
-2.56%
-$203.5 
ABBV AbbVie Inc.
-2.51%
-$15,637.99 
RAL Ralliant Corporation
-2.43%
-$381.42 
BHF Brighthouse Financial Inc.
-2.43%
-$194.04 
ICE Intercontinental Exchange, Inc.
-2.42%
-$830.01 
RVMD Revolution Medicines Inc.
-2.42%
-$46.4 
VAW Vanguard Materials ETF
-2.38%
-$407.25 
AFRM Affirm Holdings, Inc.
-2.37%
-$53,565.9 
YUM Yum! Brands, Inc.
-2.37%
-$483.6 
XLB Materials Select Sector SPDR Fund
-2.34%
-$4,840 
DDS Dillard's Inc.
-2.32%
-$838.2 
RGLD Royal Gold Inc.
-2.31%
-$140.7 
ARKK ARK Innovation ETF Fund
-2.28%
-$41.5 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$360 
DFTX Definium Therapeutics, Inc.
-2.18%
-$187.21 
BA Boeing Company
-2.15%
-$3,160.63 
NEM Newmont Corporation
-2.14%
-$738 
SLV iShares Silver Trust
-2.13%
-$1,795.5 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$731 
TXT Textron Inc.
-2.1%
-$45.75 
CCJ Cameco Corporation
-2.1%
-$46.25 
SMR NuScale Power Corporation
-2.09%
-$36 
KHC The Kraft Heinz Company
-2.01%
-$79.5 
DKS Dick's Sporting Goods, Inc.
-2%
-$2,456 
NFLX Netflix, Inc.
-2%
-$21,238.62 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$932.49 
LVS Las Vegas Sands Corp.
-1.97%
-$98 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$1,724.8 
RWT Redwood Trust Inc.
-1.93%
-$54 
AWK American Water Works Company, Inc.
-1.93%
-$237.6 
FG F&G Annuities & Life Inc.
-1.92%
-$61.04 
AMD Advanced Micro Devices, Inc.
-1.9%
-$171,993.73 
LW Lamb Weston Holdings, Inc.
-1.87%
-$66 
RGEN Repligen Corporation
-1.8%
-$38.85 
SYF Synchrony Financial
-1.79%
-$138 
CBRE CBRE Group Inc.
-1.77%
-$29,892.11 
APD Air Products and Chemicals, Inc.
-1.77%
-$2,049.66 
PHM PulteGroup Inc.
-1.76%
-$56.75 
PINS Pinterest, Inc. Class A
-1.72%
-$84 
DHI D.R. Horton, Inc.
-1.7%
-$25,818.93 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$416 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,103.73 
VMET Versamet Royalties Corporation
-1.67%
-$15 
TMC TMC the metals company Inc.
-1.66%
-$30 
AON Aon plc
-1.64%
-$78.26 
DRI Darden Restaurants, Inc.
-1.64%
-$50,334.72 
SQ Block, Inc.
-1.64%
-$2,138.4 
SOLV Solventum Corporation
-1.59%
-$23.46 
LRCX Lam Research Corporation
-1.58%
-$3,854.01 
TMQ Trilogy Metals Inc.
-1.57%
-$10 
GLD SPDR Gold Shares
-1.49%
-$5,086.09 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$59.5 
IAU iShares Gold Trust
-1.46%
-$3,101.85 
CIB Bancolombia S.A.
-1.46%
-$411 
NVS Novartis AG Sponsored ADR
-1.45%
-$5,198.32 
RL Ralph Lauren Corporation
-1.44%
-$139.25 
UEC Uranium Energy Corp.
-1.44%
-$56 
KDP Keurig Dr Pepper Inc.
-1.43%
-$12,762 
BBAI BigBear.ai Holdings Inc.
-1.41%
-$89.64 
RR Richtech Robotics Inc.
-1.39%
-$8 
LUV Southwest Airlines Co.
-1.38%
-$94.5 
WYNN Wynn Resorts, Limited
-1.38%
-$34.75 
NVTS Navitas Semiconductor Corporation
-1.36%
-$76.2 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$1,503.48 
MNST Monster Beverage Corporation
-1.3%
-$304.8 
VGNT Versigent plc
-1.29%
-$5,707.26 
FCX Freeport-McMoRan Inc.
-1.28%
-$19,909.8 
STM STMicroelectronics N.V.
-1.26%
-$184.25 
SCCO Southern Copper Corporation
-1.24%
-$22.9 
UBS UBS Group AG
-1.22%
-$113.75 
F Ford Motor Company
-1.21%
-$153 
TJX The TJX Companies, Inc.
-1.21%
-$677.76 
SHW The Sherwin-Williams Company
-1.16%
-$8,770 
SRE Sempra
-1.15%
-$2,862.37 
NEE NextEra Energy, Inc.
-1.15%
-$2,693.67 
DE Deere & Company
-1.13%
-$5,684.79 
RCL Royal Caribbean Group
-1.13%
-$728 
VTRS Viatris Inc.
-1.13%
-$9 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$743.85 
NU Nu Holdings Ltd.
-1.1%
-$88 
TXN Texas Instruments Inc
-1.08%
-$3,234.44 
LOW Lowe's Companies Inc.
-1.08%
-$21,135.99 
MCK McKesson Corporation
-1.08%
-$39,898.96 
DLTR Dollar Tree, Inc.
-1.06%
-$27.2 
BWA BorgWarner Inc.
-1.04%
-$75.71 
INTC Intel Corporation
-1.02%
-$186 
KO The Coca-Cola Company
-1.02%
-$7,182.9 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$19 
PAA Plains All American Pipeline, L.P.
-1.01%
-$162.5 
VNAM Global X MSCI Vietnam ETF
-1%
-$16.8 
UPS United Parcel Service, Inc.
-1%
-$105 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$351.9 
PPL PPL Corporation
-0.98%
-$228.55 
VMC Vulcan Materials Company
-0.98%
-$688.85 
XOM Exxon Mobil Corporation
-0.97%
-$2,253.69 
RACE Ferrari N.V.
-0.97%
-$7.72 
SOFI SoFi Technologies, Inc.
-0.97%
-$24 
MET MetLife Inc.
-0.97%
-$25,796.42 
CHWY Chewy Inc.
-0.96%
-$58.3 
ALC Alcon Inc.
-0.96%
-$40.2 
MCHP Microchip Technology Incorporated
-0.96%
-$86.4 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$575 
YEXT Yext Inc.
-0.91%
-$1.25 
FNF Fidelity National Financial, Inc.
-0.9%
-$403.26 
WULF TeraWulf Inc.
-0.9%
-$256 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$1,500 
MAS Masco Corporation
-0.87%
-$15.75 
PGR Progressive Corporation
-0.87%
-$258.54 
O Realty Income Corporation
-0.87%
-$14 
INGR Ingredion Inc.
-0.87%
-$113.1 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$688.2 
GILD Gilead Sciences Inc.
-0.81%
-$80.25 
PCAR PACCAR Inc.
-0.81%
-$4,245.48 
MCO Moody's Corporation
-0.81%
-$166.84 
COPX Global X Copper Miners ETF
-0.81%
-$54.4 
KMB Kimberly-Clark Corporation
-0.8%
-$26.4 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$126.54 
WAT Waters Corporation
-0.79%
-$23.92 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$2,312.49 
VHT Vanguard Health Care ETF
-0.76%
-$526.5 
UNM Unum Group
-0.76%
-$165 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$153.45 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$109.59 
CVS CVS Health Corporation
-0.75%
-$7,374.65 
SPGI S&P Global Inc.
-0.74%
-$181.13 
ED Consolidated Edison, Inc.
-0.74%
-$296.46 
MA Mastercard Incorporated
-0.74%
-$22,533.52 
CEVA Ceva Inc.
-0.73%
-$45.6 
BLK BlackRock, Inc.
-0.73%
-$167.58 
BCS Barclays PLC Sponsored ADR
-0.72%
-$40 
MAR Marriott International Inc. - Class A
-0.71%
-$6,439.55 
VPU Vanguard Utilities ETF
-0.71%
-$408 
IYH iShares U.S. Healthcare ETF
-0.7%
-$1,140 
MP MP Materials Corp.
-0.7%
-$283.04 
DASH DoorDash, Inc.
-0.69%
-$568.55 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$244.9 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$88.4 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$194.3 
MLI Mueller Industries Inc.
-0.67%
-$31.5 
DUK Duke Energy Corporation
-0.67%
-$1,266.72 
LKQ LKQ Corporation
-0.66%
-$3,174.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$28,702.66 
XOVR ERShares Private-Public Crossover ETF
-0.64%
-$123 
AMGN Amgen Inc.
-0.64%
-$2,289.05 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$177,889.32 
BE Bloom Energy Corporation
-0.63%
-$209.6 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,401.99 
AMT American Tower Corporation
-0.63%
-$38.5 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.63%
-$51.45 
IRDM Iridium Communications Inc.
-0.63%
-$82.5 
IDU iShares U.S. Utilities ETF
-0.63%
-$1,043.7 
HAS Hasbro Inc.
-0.62%
-$513.89 
RIET Hoya Capital High Dividend Yield ETF
-0.62%
-$12 
EFA iShares MSCI EAFE ETF
-0.62%
-$32,600.04 
SYLD Cambria Shareholder Yield ETF
-0.62%
-$806 
ABG Asbury Automotive Group Inc.
-0.62%
-$180 
PM Philip Morris International Inc.
-0.61%
-$2,878 
DHR Danaher Corporation
-0.61%
-$8,740.55 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$402.24 
SCHF Schwab International Equity ETF
-0.58%
-$1,045.12 
VLTO Veralto Corporation
-0.57%
-$1,099.44 
SBUX Starbucks Corporation
-0.57%
-$60 
PRU Prudential Financial, Inc.
-0.56%
-$1,431.06 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$242.52 
WAB Wabtec Corporation
-0.55%
-$17,804.8 
EMBC Embecta Corp.
-0.55%
-$0.36 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,311.12 
COF Capital One Financial Corporation
-0.54%
-$175.15 
LLY Eli Lilly and Company
-0.53%
-$7,913.83 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$6,570.4 
WELL Welltower Inc.
-0.51%
-$209.44 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$289.8 
ALL Allstate Corporation
-0.49%
-$97.5 
ARMK Aramark
-0.49%
-$49 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.48%
-$117 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$183.6 
IWM iShares Russell 2000 ETF
-0.47%
-$1,452.54 
DFIV Dimensional International Value ETF
-0.47%
-$29.7 
SPG Simon Property Group, Inc.
-0.46%
-$401.25 
SPEU SPDR Portfolio Europe ETF
-0.46%
-$24,722.62 
CF CF Industries Holdings, Inc.
-0.46%
-$200.1 
PEP PepsiCo, Inc.
-0.46%
-$78.08 
DVY iShares Select Dividend ETF
-0.45%
-$18 
AQB AquaBounty Technologies Inc.
-0.44%
-$0.06 
VGK Vanguard FTSE Europe ETF
-0.44%
-$494.8 
TRV The Travelers Companies, Inc.
-0.43%
-$20,097.9 
LAMR Lamar Advertising Company
-0.43%
-$193.88 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$11,937.65 
HD The Home Depot, Inc.
-0.42%
-$2,005.8 
MELI MercadoLibre, Inc.
-0.41%
-$93.36 
ABCB Ameris Bancorp
-0.41%
-$2,011.32 
HOG Harley-Davidson Inc.
-0.41%
-$3.3 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$141 
AIG American International Group Inc.
-0.39%
-$20.77 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$130 
ETR Entergy Corporation
-0.38%
-$10.25 
VGT Vanguard Information Technology ETF
-0.38%
-$202.96 
AXP American Express Company
-0.38%
-$474.98 
FDX FedEx Corporation
-0.37%
-$230 
MDT Medtronic plc
-0.37%
-$200.96 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$5,951.42 
GPC Genuine Parts Company
-0.37%
-$3.68 
TMUS T-Mobile US, Inc.
-0.36%
-$16.38 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$36.3 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$80,246.12 
TFC Truist Financial Corporation
-0.33%
-$350.2 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$501.61 
CEG Constellation Energy Corporation
-0.31%
-$300.51 
RY Royal Bank of Canada
-0.29%
-$27.45 
COR Cencora, Inc.
-0.28%
-$75.65 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,161.57 
FCF First Commonwealth Financial Corporation
-0.28%
-$6 
MAIR Madison Air Solutions Corp. Class A
-0.28%
-$3.2 
VTV Vanguard Value ETF
-0.27%
-$358.12 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$32,801.03 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$35.37 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$184 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$2,718.9 
UITB VictoryShares Core Intermediate Bond ETF
-0.25%
-$52,995.22 
IWN iShares Russell 2000 Value ETF
-0.25%
-$23.1 
A Agilent Technologies Inc.
-0.24%
-$14.28 
FISV Fiserv, Inc.
-0.24%
-$481 
COST Costco Wholesale Corporation
-0.24%
-$355.68 
ACCO Acco Brands Corporation
-0.24%
-$0.43 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$29.28 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$321.6 
VB Vanguard Small-Cap ETF
-0.22%
-$54.12 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$3,327.5 
PFG Principal Financial Group, Inc.
-0.22%
-$25 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$31.5 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$990.25 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$1,138.51 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$95.22 
KR Kroger Co.
-0.21%
-$24 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$17.76 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$2,042.05 
BKNG Booking Holdings Inc.
-0.18%
-$34 
NTRS Northern Trust Corporation
-0.17%
-$8 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$11,567.11 
UGI UGI Corporation
-0.17%
-$105.9 
IXUS iShares Core International Stock ETF
-0.15%
-$109.9 
TPR Tapestry Inc.
-0.14%
-$10.5 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$28.5 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$19,656.55 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.12%
-$898.7 
EXR Extra Space Storage Inc.
-0.12%
-$4.25 
STZ Constellation Brands, Inc.
-0.12%
-$1,096.95 
CFG Citizens Financial Group, Inc.
-0.11%
-$134.64 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$18,653.68 
XLF Financial Select Sector SPDR Fund
-0.1%
-$65.34 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$6.25 
IYF iShares U.S. Financials ETF
-0.09%
-$96.01 
KEY KeyCorp
-0.09%
-$0.68 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1.08 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
-0.07%
-$1 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$1 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$686.64 
EZM WisdomTree U.S. MidCap Fund
-0.07%
-$2.25 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$4,806.35 
VO Vanguard Mid-Cap ETF
-0.05%
-$34.72 
SHYM iShares High Yield Bond ETF
-0.04%
-$50 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$16 
V Visa Inc. Class A
-0.04%
-$109.61 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$93.3 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$2,364.55 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$4 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$410.58 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$4.35 
TGT Target Corporation
-0.01%
-$12.75 
UBER Uber Technologies, Inc.
-0.01%
-$0.35 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2671 | Longs Won 1786/2671 66% | Profit Factor 9.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $335,533.97 |
| Average Win $75,900.58 | Best Trade (Aug 28) $8.3M | Sharpe Ratio -88.88 |
| Average Loss -$15,915.07 | Worst Trade (Sep 29) -$1.01M | Z-Score 11.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w 1d | Expectancy $45,478.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 42 | $5,746.17 | $5,811.54 | - | $65.37 | 1.14% | -0.245% |
| AAOI Applied Optoelectronics, Inc. | 100 | $14,816 | $9,432 | - | -$5,384 | -36.34% | +4.672% |
| AAPL Apple Inc. | 46,587 | $8.85M | $14.39M | - | $5.54M | 62.68% | -7.354% |
| ABBV AbbVie Inc. | 2,417 | $412,068.72 | $606,521.98 | - | $194,453.26 | 47.19% | -2.513% |
| ABCB Ameris Bancorp | 5,587 | $296,391 | $487,242.27 | - | $190,851.27 | 64.39% | -0.411% |
| ABG Asbury Automotive Group Inc. | 125 | $28,122 | $28,962.5 | - | $840.5 | 2.99% | -0.618% |
| ABT Abbott Laboratories | 1,904 | $213,313.52 | $201,252.8 | - | -$12,060.72 | -5.65% | +0.085% |
| ACCO Acco Brands Corporation | 43 | $161 | $181.46 | - | $20.46 | 12.71% | -0.236% |
| ACWI iShares MSCI ACWI ETF | 75 | $7,633 | $11,732.25 | - | $4,099.25 | 53.7% | +0.495% |
| ADI Analog Devices, Inc. | 345 | $97,003.41 | $126,756.45 | - | $29,753.04 | 30.67% | +0.202% |
| ADNT Adient plc | 40 | $1,455 | $841.6 | - | -$613.4 | -42.16% | -3.839% |
| ADP Automatic Data Processing Inc. | 86 | $23,799 | $22,915.56 | - | -$883.44 | -3.71% | +0.982% |
| AEIS Advanced Energy Industries Inc. | 23 | $2,506 | $6,658.96 | - | $4,152.96 | 165.72% | +5.564% |
| AEM Agnico Eagle Mines Limited | 951 | $68,193.19 | $138,151.77 | - | $69,958.58 | 102.59% | -3.635% |
| AEP American Electric Power Company, Inc. | 15,726 | $1.82M | $2.01M | - | $190,094.68 | 10.44% | +0.055% |
| AFL Aflac Inc. | 472 | $46,969.27 | $60,170.56 | - | $13,201.29 | 28.11% | +0.094% |
| AFRM Affirm Holdings, Inc. | 30,785 | $2.51M | $2.2M | - | -$309,081.65 | -12.31% | -2.375% |
| AGG iShares Core U.S. Aggregate Bond ETF | 736 | $72,937.91 | $71,664.32 | - | -$1,273.59 | -1.75% | -0.256% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 1,200 | $30,526 | $30,624 | - | $98 | 0.32% | +0.472% |
| AIG American International Group Inc. | 67 | $4,540 | $5,264.86 | - | $724.86 | 15.97% | -0.393% |
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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 - $2M, KLA Corporation - $1.89M, iShares Core S&P Mid-Cap ETF - $1.65M, and VanEck Fallen Angel High Yield Bond ETF - $1.47M. 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 - $324,593.28. 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 $19.5M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $1.89M, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $1.87M, VanEck Fallen Angel High Yield Bond ETF - $1.37M, VictoryShares Core Intermediate Bond ETF - $1.24M, and Janus Henderson AAA CLO ETF - $1.17M. 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.
