Keith Schoenfeld Portfolio
Invests via Mowery & Schoenfeld Wealth Management, LLC | Managed by Keith Schoenfeld, Jeffery Mowery, Kristy McCullough
Invests via Mowery & Schoenfeld Wealth Management, LLC
Managed by Keith Schoenfeld, Jeffery Mowery, Kristy McCullough
Automatically Tracked
Keith Schoenfeld Profile
Veteran energy-focused investor and operator, Keith Schoenfeld leads private-market strategies targeting midstream and upstream oil & gas infrastructure, portfolio optimization, and value creation through operational improvements and bolt-on M&A. Brings multi-decade experience in capital sourcing, asset-level operations and board-level governance across North American E&P and infrastructure platforms. Market-relevant profile for credit and equity investors seeking exposure to commodity-linked infrastructure and sponsor-backed energy opportunities.
Veteran energy-focused investor and operator, Keith Schoenfeld leads private-market strategies targeting midstream and upstream oil & gas infrastructure, portfolio optimization, and value creation through operational improvements and bolt-on M&A. Brings multi-decade experience in capital sourcing, asset-level operations and board-level governance across North American E&P and infrastructure platforms. Market-relevant profile for credit and equity investors seeking exposure to commodity-linked infrastructure and sponsor-backed energy opportunities.
Investment Philosophy & Strategy
Focuses on energy infrastructure investments, prioritizing midstream and upstream oil & gas assets where operational improvements and bolt‑on M&A can drive value. Deploys capital across credit and equity structures with a sponsor-aligned, cashflow-first underwriting lens, conservative leverage and multi-year hold horizons. Emphasizes asset-level engineering diligence, active portfolio governance, and disciplined exit timing to capture commodity-linked upside while mitigating execution and commodity risks.
Focuses on energy infrastructure investments, prioritizing midstream and upstream oil & gas assets where operational improvements and bolt‑on M&A can drive value. Deploys capital across credit and equity structures with a sponsor-aligned, cashflow-first underwriting lens, conservative leverage and multi-year hold horizons. Emphasizes asset-level engineering diligence, active portfolio governance, and disciplined exit timing to capture commodity-linked upside while mitigating execution and commodity risks.
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:
20.91%
Gain
Monthly
0.62%
Yearly
7.76%
Drawdown
24.15%
$73.39M
Equity
Holdings
$73.39M
Investment
$57.3M
$27.04M
Profit -$235,487.59
Realized
$10.95M
Unrealized
$16.09M
Dividends
$2.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$235,487.59
Win %
75%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$64,795.77
Win %
75%
This Month
Compared to last month
Gain
0.53%
Profit
$386,656.86
Win %
75%
This Year
Compared to last year
Gain
12.35%
Profit
$8.07M
Win %
75%
ABT Abbott Laboratories
+10.48%
+$5,351.06 
SMG Scotts Miracle-Gro Co.
+10.31%
+$7,361.86 
CTAS Cintas Corporation
+7.41%
+$1,098.02 
GWRE GUIDEWIRE SOFTWARE INC
+6.53%
+$36.72 
MCK McKesson Corporation
+5.92%
+$1,085.14 
SNDR Schneider National, Inc.
+5.84%
+$10.65 
INTU Intuit Inc.
+5.45%
+$533.61 
IR Ingersoll Rand Inc.
+5.45%
+$262.91 
TYL Tyler Technologies Inc.
+5.3%
+$6,279 
ACN Accenture plc Class A
+5.08%
+$97.51 
ADBE Adobe Inc.
+4.54%
+$1,375.65 
UVV Universal Corporation
+4.5%
+$27.36 
PODD Insulet Corporation
+4.43%
+$77.66 
MDLZ Mondelez International, Inc.
+4.31%
+$3,430.68 
BSX Boston Scientific Corporation
+4.21%
+$4,199.2 
WM Waste Management, Inc.
+4.16%
+$1,705.44 
ORLY O'Reilly Automotive Inc.
+4.01%
+$1,294.1 
SYK Stryker Corporation
+3.98%
+$2,709 
IBM International Business Machines Corporation
+3.97%
+$2,288.23 
ROL Rollins, Inc.
+3.93%
+$4,473.72 
CHRW C.H. Robinson Worldwide, Inc.
+3.79%
+$127.08 
PM Philip Morris International Inc.
+3.74%
+$4,083.04 
MRK Merck & Co., Inc.
+3.72%
+$3,326.78 
COR Cencora, Inc.
+3.7%
+$252.19 
IDXX IDEXX Laboratories, Inc.
+3.68%
+$697.34 
OMC Omnicom Group Inc.
+3.67%
+$1,112.62 
CRM Salesforce Inc
+3.62%
+$4,216.85 
STE STERIS plc
+3.62%
+$176.18 
CFG Citizens Financial Group, Inc.
+3.61%
+$177.33 
ADP Automatic Data Processing Inc.
+3.6%
+$303.28 
GRMN Garmin Ltd.
+3.57%
+$190.08 
NDAQ Nasdaq, Inc.
+3.55%
+$155.52 
BF-B Brown-Forman Corporation
+3.51%
+$193.6 
OTIS Otis Worldwide Corporation
+3.5%
+$999.9 
ITW Illinois Tool Works Inc.
+3.47%
+$4,672.32 
CDW CDW Corporation
+3.45%
+$167.24 
ABBV AbbVie Inc.
+3.44%
+$23,307.42 
PTC PTC Inc.
+3.43%
+$177.87 
O Realty Income Corporation
+3.42%
+$433 
CMCSA Comcast Corp
+3.31%
+$2,869.67 
T AT&T Inc.
+3.31%
+$758.74 
TMUS T-Mobile US, Inc.
+3.3%
+$1,875.57 
UNP Union Pacific Corporation
+3.28%
+$3,784 
ROST Ross Stores, Inc.
+3.28%
+$392.46 
AVY Avery Dennison Corporation
+3.17%
+$1,863.75 
AMGN Amgen Inc.
+3.15%
+$1,555.95 
SAP SAP SE Sponsored ADR
+3.07%
+$684.97 
MPC Marathon Petroleum Corporation
+3.02%
+$72.32 
WELL Welltower Inc.
+2.99%
+$508.81 
PSX Phillips 66
+2.99%
+$334.02 
PYPL PayPal Holdings Inc
+2.95%
+$787.69 
PEP PepsiCo, Inc.
+2.94%
+$135.3 
VLO Valero Energy Corporation
+2.94%
+$2,244.6 
ISRG Intuitive Surgical, Inc.
+2.93%
+$614.53 
COST Costco Wholesale Corporation
+2.92%
+$6,943.19 
COKE Coca-Cola Consolidated Inc.
+2.89%
+$3,788.8 
GILD Gilead Sciences Inc.
+2.85%
+$424.88 
KO The Coca-Cola Company
+2.84%
+$2,126.91 
MRSH Marsh & McLennan Companies, Inc.
+2.81%
+$1,920.6 
DGX Quest Diagnostics Inc.
+2.74%
+$276.5 
TJX The TJX Companies, Inc.
+2.73%
+$2,257.76 
MO Altria Group, Inc.
+2.72%
+$1,228.8 
GEHC GE HealthCare Technologies Inc.
+2.72%
+$218.44 
SBUX Starbucks Corporation
+2.63%
+$4,528.95 
AZO AutoZone Inc.
+2.63%
+$391.05 
RL Ralph Lauren Corporation
+2.6%
+$58.32 
VEEV Veeva Systems Inc.
+2.57%
+$397.6 
SPGI S&P Global Inc.
+2.56%
+$488.48 
FTV Fortive Corporation
+2.54%
+$465.08 
SPG Simon Property Group, Inc.
+2.52%
+$2,621.71 
AJG Arthur J. Gallagher & Co.
+2.5%
+$6,286.8 
BMY Bristol-Myers Squibb Company
+2.49%
+$401.5 
MCD McDonald's Corporation
+2.48%
+$125.02 
CSX CSX Corporation
+2.48%
+$1,233.17 
EHC Encompass Health Corporation
+2.46%
+$4,401 
TPR Tapestry Inc.
+2.43%
+$139.81 
MA Mastercard Incorporated
+2.43%
+$130 
WMT Walmart Inc.
+2.41%
+$36,744.87 
NWSA News Corporation
+2.36%
+$34.98 
VTR Ventas Inc.
+2.32%
+$121.98 
LH Labcorp Holdings Inc.
+2.31%
+$62.95 
PPH VanEck Pharmaceutical ETF
+2.27%
+$31.72 
FITB Fifth Third Bancorp
+2.21%
+$180.48 
LOW Lowe's Companies Inc.
+2.14%
+$7,978.62 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.14%
+$58,814.4 
MSFT Microsoft Corp.
+2.13%
+$41,927.57 
SCHD Schwab U.S. Dividend Equity ETF
+2.1%
+$233.92 
CPT Camden Property Trust
+2.09%
+$945.36 
PNR Pentair plc
+2%
+$37.41 
ZION Zions Bancorporation, National Association
+1.99%
+$35.62 
DCI Donaldson Company, Inc.
+1.97%
+$158.4 
CTVA Corteva Inc.
+1.97%
+$6,895.64 
V Visa Inc. Class A
+1.96%
+$13,335.33 
DRI Darden Restaurants, Inc.
+1.94%
+$60.8 
UNH UnitedHealth Group Incorporated
+1.93%
+$112.84 
ULS Ul Solutions Inc.
+1.92%
+$168.5 
REGN Regeneron Pharmaceuticals, Inc.
+1.91%
+$582.82 
HCA HCA Healthcare Inc.
+1.88%
+$249.55 
EXPD Expeditors International of Washington, Inc.
+1.87%
+$499.5 
SDY SPDR S&P Dividend ETF
+1.86%
+$284.5 
VSNT Versant Media Group, Inc.
+1.83%
+$73.25 
CAH Cardinal Health Inc.
+1.78%
+$172.43 
PG Procter & Gamble Co
+1.78%
+$568.43 
SYY Sysco Corporation
+1.78%
+$14.35 
LVS Las Vegas Sands Corp.
+1.77%
+$38.16 
FAST Fastenal Co.
+1.76%
+$437.36 
URI United Rentals, Inc.
+1.75%
+$18.34 
EXC Exelon Corporation
+1.75%
+$2,763.89 
LNC Lincoln National Corporation
+1.73%
+$16.33 
CRON Cronos Group Inc.
+1.73%
+$0.95 
RMD ResMed Inc.
+1.71%
+$85 
ICE Intercontinental Exchange, Inc.
+1.69%
+$184.08 
TGT Target Corporation
+1.68%
+$958.16 
TFC Truist Financial Corporation
+1.68%
+$200.01 
NDSN Nordson Corporation
+1.67%
+$100.97 
PCAR PACCAR Inc.
+1.67%
+$164.49 
KMI Kinder Morgan, Inc.
+1.63%
+$486.68 
CHD Church & Dwight Co., Inc.
+1.61%
+$156 
CVX Chevron Corporation
+1.59%
+$2,106.81 
AIG American International Group Inc.
+1.59%
+$994.3 
DVY iShares Select Dividend ETF
+1.58%
+$11,498.85 
KEY KeyCorp
+1.57%
+$57.72 
EPD Enterprise Products Partners L.P.
+1.52%
+$912 
GWW W.W. Grainger, Inc.
+1.51%
+$289.1 
VRTX Vertex Pharmaceuticals Incorporated
+1.5%
+$28.68 
CB Chubb Limited
+1.49%
+$2,104.63 
RBA Rb Global Inc.
+1.49%
+$99.6 
DRLL Strive U.S. Energy ETF
+1.49%
+$4.82 
LLY Eli Lilly and Company
+1.45%
+$25,383.1 
MSI Motorola Solutions, Inc.
+1.37%
+$139.75 
AAPL Apple Inc.
+1.36%
+$61,614.7 
EIX Edison International
+1.34%
+$415.09 
SHW The Sherwin-Williams Company
+1.33%
+$79.83 
AFL Aflac Inc.
+1.28%
+$94.55 
USB U.S. Bancorp
+1.27%
+$256 
COP ConocoPhillips
+1.26%
+$221.2 
XOM Exxon Mobil Corporation
+1.25%
+$2,905.2 
TRV The Travelers Companies, Inc.
+1.2%
+$3,112.6 
JNJ Johnson & Johnson
+1.19%
+$2,679.66 
EXPE Expedia Group, Inc.
+1.18%
+$75.72 
MET MetLife Inc.
+1.17%
+$326.16 
HD The Home Depot, Inc.
+1.17%
+$1,912.8 
INCY Incyte Corporation
+1.15%
+$35.77 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.13%
+$2,321 
ECL Ecolab Inc.
+1.11%
+$2,254.46 
ES Eversource Energy
+1.1%
+$577.02 
LDOS Leidos Holdings Inc.
+1.08%
+$4.68 
DHR Danaher Corporation
+1.08%
+$1,697.76 
FDX FedEx Corporation
+1.06%
+$123.21 
CLOU Global X Cloud Computing ETF
+1.06%
+$62.48 
LNT Alliant Energy Corporation
+1.02%
+$762.64 
VMC Vulcan Materials Company
+1%
+$497.08 
SO The Southern Company
+0.98%
+$136.71 
EMR Emerson Electric Co.
+0.98%
+$67.83 
ATO Atmos Energy Corporation
+0.97%
+$42.5 
DUK Duke Energy Corporation
+0.96%
+$84 
EMLP First Trust North American Energy Infrastructure Fund
+0.96%
+$1,323.84 
DE Deere & Company
+0.9%
+$228.76 
AME Ametek Inc.
+0.87%
+$69.19 
GL Globe Life Inc.
+0.86%
+$18.84 
APD Air Products and Chemicals, Inc.
+0.86%
+$832.37 
L Loews Corporation
+0.85%
+$25.92 
NFLX Netflix, Inc.
+0.82%
+$392.54 
LIN Linde plc
+0.78%
+$2,072.2 
EVRG Evergy Inc.
+0.76%
+$631.86 
BKNG Booking Holdings Inc.
+0.75%
+$343.75 
MLM Martin Marietta Materials, Inc.
+0.73%
+$29.19 
WRLD World Acceptance Corporation
+0.71%
+$152.9 
AZN AstraZeneca PLC American Depositary Shares
+0.71%
+$1,862.42 
WMB The Williams Companies, Inc.
+0.71%
+$1,023.63 
CARR Carrier Global Corporation
+0.7%
+$378.72 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$48.76 
COF Capital One Financial Corporation
+0.63%
+$374.66 
SHEL Shell plc
+0.59%
+$0.5 
EQT EQT Corporation
+0.59%
+$64.09 
AMT American Tower Corporation
+0.58%
+$197.96 
SH ProShares Short S&P500
+0.56%
+$14,513.07 
DTE DTE Energy Company
+0.54%
+$275.2 
TPL Texas Pacific Land Corporation
+0.52%
+$3,160.5 
WEC WEC Energy Group Inc.
+0.51%
+$1,215.81 
GD General Dynamics Corporation
+0.5%
+$173.85 
HON Honeywell International Inc.
+0.5%
+$202.02 
PH Parker-Hannifin Corporation
+0.49%
+$92.8 
APO Apollo Global Management, Inc.
+0.47%
+$307.05 
SNOW Snowflake Inc.
+0.45%
+$8.61 
DHI D.R. Horton, Inc.
+0.43%
+$32.34 
MMM 3M Company
+0.41%
+$50.7 
HECA Hedgeye Capital Allocation ETF
+0.4%
+$7,489.35 
DAL Delta Air Lines, Inc.
+0.38%
+$30.03 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$1,938.81 
ROK Rockwell Automation, Inc.
+0.37%
+$27.04 
TMO Thermo Fisher Scientific Inc.
+0.35%
+$87.4 
EW Edwards Lifesciences Corporation
+0.35%
+$14.03 
WFC Wells Fargo & Company
+0.28%
+$295.96 
ALL Allstate Corporation
+0.27%
+$332.8 
NI NiSource Inc.
+0.25%
+$7.36 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$1,102.5 
AIZ Assurant Inc.
+0.2%
+$5.6 
PRF Invesco FTSE RAFI US 1000 ETF
+0.19%
+$11,080.33 
MAR Marriott International Inc. - Class A
+0.12%
+$14.19 
TDY Teledyne Technologies Incorporated
+0.1%
+$2.52 
AXP American Express Company
+0.1%
+$315.72 
PNC The PNC Financial Services Group, Inc.
+0.06%
+$37.1 
CME CME Group Inc.
+0.04%
+$12.8 
PLTR Palantir Technologies Inc.
+0.04%
+$8.41 
LYV Live Nation Entertainment, Inc.
+0.03%
+$0.95 
BAM
0%
$0 
EDGF 3Edge Dynamic Fixed Income ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GTOS Invesco Short Duration Total Return Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SNDK SanDisk Corporation
-12.19%
-$2,755.65 
GLW Corning Incorporated
-10.63%
-$5,969.88 
WDC Western Digital Corporation
-10.13%
-$2,291.3 
STX Seagate Technology Holdings plc
-9.95%
-$2,472.15 
AMD Advanced Micro Devices, Inc.
-6.38%
-$16,445.99 
IAUX I-80 Gold Corp.
-6.34%
-$4,250 
MRNA Moderna, Inc.
-6.17%
-$2,946.93 
MU Micron Technology, Inc.
-5.89%
-$7,879.52 
GE General Electric Company
-5.81%
-$8,390.92 
LRCX Lam Research Corporation
-5.3%
-$3,431.52 
MS Morgan Stanley
-5.27%
-$108.36 
GS The Goldman Sachs Group, Inc.
-5.18%
-$2,924.81 
FCX Freeport-McMoRan Inc.
-5.12%
-$1,150 
NLR VanEck Uranium and Nuclear ETF
-4.84%
-$90.1 
SOXX iShares Semiconductor ETF
-4.8%
-$426.72 
ORCL Oracle Corporation
-4.79%
-$23,863.3 
AVGO Broadcom Inc.
-4.51%
-$20,084.92 
CAT Caterpillar Inc.
-4.41%
-$41,358.75 
HPE Hewlett Packard Enterprise Company
-4.38%
-$371.43 
ODD Oddity Tech Ltd.
-4.33%
-$15.85 
ETN Eaton Corporation plc
-4.28%
-$10,413.5 
CI The Cigna Group
-4.26%
-$1,077.8 
GNRC Generac Holdings Inc.
-4.25%
-$86.67 
BTG B2Gold Corp
-4.21%
-$32 
QCOM QUALCOMM Incorporated
-4.08%
-$871.43 
COMP Compass Inc.
-4.01%
-$947.08 
NRG NRG Energy, Inc.
-3.94%
-$195.84 
Q Qnity Electronics Inc.
-3.92%
-$11,527.98 
PLUG Plug Power Inc.
-3.84%
-$6.96 
MPWR Monolithic Power Systems, Inc.
-3.81%
-$309.33 
HWM Howmet Aerospace Inc.
-3.8%
-$63.72 
DELL Dell Technologies Inc.
-3.77%
-$1,089.2 
SLV iShares Silver Trust
-3.76%
-$39.3 
ELV Elevance Health, Inc.
-3.59%
-$21,176.67 
TXN Texas Instruments Inc
-3.55%
-$2,994.6 
GEV GE Vernova Inc.
-3.36%
-$3,333.24 
SOLS Sollensys Corp
-3.36%
-$186.55 
CMI Cummins Inc.
-3.29%
-$503.24 
PWR Quanta Services Inc.
-3.28%
-$404.51 
AMAT Applied Materials, Inc.
-3.25%
-$1,622.13 
CEG Constellation Energy Corporation
-3.15%
-$7,458.75 
GOOG Alphabet Inc
-2.99%
-$71,300.44 
GOOGL Alphabet Inc
-2.97%
-$107,833.1 
ADI Analog Devices, Inc.
-2.86%
-$5,193.32 
NVDA NVIDIA Corporation
-2.61%
-$104,952.5 
ANET Arista Networks, Inc.
-2.59%
-$606.56 
CSCO Cisco Systems, Inc.
-2.51%
-$6,086.46 
APH Amphenol Corporation
-2.41%
-$629.14 
XLK State Street Technology Select Sector SPDR ETF
-2.36%
-$3,424 
C Citigroup Inc.
-2.28%
-$920.92 
DNLI Denali Therapeutics Inc.
-2.24%
-$257.5 
NTRS Northern Trust Corporation
-2.16%
-$9,379.53 
META Meta Platforms Inc Class A
-2.06%
-$4,238.57 
UAL United Airlines Holdings, Inc.
-2.03%
-$129.89 
KLAC KLA Corporation
-1.98%
-$5,429 
FTEC Fidelity MSCI Information Technology Index ETF
-1.98%
-$109,791.72 
NTAP NetApp, Inc.
-1.92%
-$105.91 
GLD SPDR Gold Shares
-1.84%
-$1,889.25 
BNY BlackRock New York Municipal Income Trust
-1.83%
-$344.52 
FTNT Fortinet Inc.
-1.76%
-$231.2 
BBJP JPMorgan BetaBuilders Japan Fund
-1.7%
-$151.04 
QQQ Invesco QQQ Trust, Series 1
-1.59%
-$4,078.09 
HLT Hilton Worldwide Holdings Inc.
-1.58%
-$192.59 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.58%
-$400.9 
EBAY eBay Inc.
-1.58%
-$178.35 
JCI Johnson Controls International plc
-1.51%
-$6,471.5 
TT Trane Technologies plc
-1.42%
-$204.15 
CRWD CrowdStrike Holdings, Inc.
-1.42%
-$187.33 
DLR Digital Realty Trust, Inc.
-1.4%
-$118.56 
ATKR Atkore Inc.
-1.4%
-$20.6 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.33%
-$7.55 
BA Boeing Company
-1.33%
-$17.46 
EQIX Equinix, Inc.
-1.32%
-$148.72 
CDNS Cadence Design Systems, Inc.
-1.31%
-$189.15 
VBK Vanguard Small-Cap Growth ETF
-1.29%
-$2,090.55 
RTX RTX Corporation
-1.28%
-$3,049.66 
VUG Vanguard Growth ETF
-1.28%
-$497.28 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.27%
-$14.75 
EDGI 3EDGE Dynamic International Equity ETF
-1.26%
-$935.18 
SCHF Schwab International Equity ETF
-1.22%
-$2,050.2 
JPM JPMorgan Chase & Co.
-1.18%
-$6,356.64 
BLK BlackRock, Inc.
-1.17%
-$7,318.8 
DD DuPont de Nemours, Inc.
-1.17%
-$2,205.58 
VWO Vanguard FTSE Emerging Markets ETF
-1.17%
-$330.82 
EFG iShares MSCI EAFE Growth ETF
-1.12%
-$831.28 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$28.68 
TSLA Tesla, Inc.
-1.1%
-$5,371.93 
SNPS Synopsys, Inc.
-1.1%
-$84.15 
GM General Motors Company
-1.09%
-$268.6 
EDGH 3EDGE Dynamic Hard Assets ETF
-1.08%
-$465.76 
TDG TransDigm Group Inc.
-1.02%
-$100.76 
PEG Public Service Enterprise Group Incorporated
-1.01%
-$56.7 
BKR Baker Hughes Company
-1%
-$76.96 
LHX L3Harris Technologies, Inc.
-0.99%
-$79.24 
SLB Schlumberger Limited
-0.98%
-$76.72 
AMZN Amazon.com Inc
-0.94%
-$8,220 
TEL TE Connectivity plc
-0.87%
-$68.25 
EFA iShares MSCI EAFE ETF
-0.82%
-$1,670.98 
TLRY Tilray Brands, Inc.
-0.8%
-$0.07 
BFH Bread Financial Holdings Inc.
-0.78%
-$21.56 
BMO Bank of Montreal
-0.77%
-$1.42 
PGR Progressive Corporation
-0.76%
-$1,441.5 
WBD Warner Bros. Discovery, Inc.
-0.75%
-$57.85 
YUM Yum! Brands, Inc.
-0.74%
-$55.12 
SYF Synchrony Financial
-0.73%
-$59.4 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-0.66%
-$32.8 
HUBB Hubbell Inc.
-0.6%
-$74.88 
IHAK iShares Cybersecurity and Tech ETF
-0.59%
-$41.07 
RCL Royal Caribbean Group
-0.58%
-$57.8 
VOO Vanguard S&P 500 ETF
-0.58%
-$290.16 
IVV iShares Core S&P 500 ETF
-0.58%
-$4,056.8 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$3,501.75 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$374.79 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.55%
-$8,184 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$1,112.76 
EWW iShares MSCI Mexico ETF
-0.48%
-$23.76 
CCL Carnival Corporation Ltd.
-0.47%
-$20.25 
EDGU 3EDGE Dynamic U.S. Equity ETF
-0.47%
-$142.04 
IRM Iron Mountain Inc.
-0.45%
-$27.2 
SCHW Charles Schwab Corporation
-0.45%
-$205.62 
TTWO Take-Two Interactive Software, Inc.
-0.44%
-$23.76 
ABNB Airbnb, Inc.
-0.43%
-$14.08 
NOC Northrop Grumman Corporation
-0.4%
-$144.21 
BBEU JPMorgan BetaBuilders Europe Fund
-0.35%
-$17.55 
BAC Bank of America Corporation
-0.3%
-$1,919.01 
LCR Leuthold Core ETF
-0.3%
-$1,182.32 
PANW Palo Alto Networks, Inc.
-0.26%
-$27.79 
ETR Entergy Corporation
-0.25%
-$20.01 
SRE Sempra
-0.2%
-$133.95 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.18%
-$7,346.32 
BNDX Vanguard Total International Bond ETF
-0.18%
-$55.59 
FPAG FPA Global Equity ETF
-0.16%
-$32.5 
NEE NextEra Energy, Inc.
-0.15%
-$299.52 
DOW Dow Inc.
-0.12%
-$108.57 
BBCA JPMorgan BetaBuilders Canada ETF
-0.07%
-$3.85 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$4.86 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$3.19 
MBB iShares MBS ETF
-0.05%
-$2.12 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$3 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$73.83 Events
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Dividends
Dividend Analysis
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| Trades 2003 | Longs Won 1117/2003 55% | Profit Factor 11.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $121,088.25 |
| Average Win $26,439.98 | Best Trade (Sep 30) $4.13M | Sharpe Ratio -13.78 |
| Average Loss -$2,815.43 | Worst Trade (Jul 13) -$407,935.23 | Z-Score -2.98 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 3d | Expectancy $13,499.25 |
| 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 | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
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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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