Alex Sutherland Portfolio

Gainers
Losers

WMT Walmart Inc.

+2.56%

+$11,692.38

DUK Duke Energy Corporation

+2.27%

+$7,235.8

XOM Exxon Mobil Corporation

+2.23%

+$17,594.22

SO The Southern Company

+2.15%

+$4,996.98

CVX Chevron Corporation

+2.15%

+$6,791.42

ABBV AbbVie Inc.

+2.1%

+$15,782.5

JNJ Johnson & Johnson

+2.1%

+$16,929.99

GE General Electric Company

+2.08%

+$30,780.39

COST Costco Wholesale Corporation

+1.75%

+$6,797.79

PG Procter & Gamble Co

+1.66%

+$4,334.77

HD The Home Depot, Inc.

+1.28%

+$4,441.1

FUTY Fidelity MSCI Utilities Index ETF

+1.21%

+$41,945.64

NEE NextEra Energy, Inc.

+1.16%

+$12,262.68

SCHH Schwab U.S. REIT ETF

+0.92%

+$33,893.08

VOE Vanguard Mid-Cap Value ETF

+0.68%

+$34,360.62

SPTL SPDR Portfolio Long Term Treasury ETF

+0.58%

+$3,198.63

CSCO Cisco Systems, Inc.

+0.58%

+$2,381.44

TLH iShares 10-20 Year Treasury Bond ETF

+0.58%

+$10,412.19

BLV Vanguard Long-Term Bond ETF

+0.48%

+$4,472

GGG Graco Inc.

+0.38%

+$904.8

VTV Vanguard Value ETF

+0.37%

+$27,836

LLY Eli Lilly and Company

+0.33%

+$1,428.59

SCHP Schwab U.S. TIPS ETF

+0.33%

+$17,419.81

IVE ISHARES S&P 500 VALUE ETF

+0.3%

+$14,869.4

VMBS Vanguard Mortgage-Backed Securities Fund

+0.29%

+$2,948.13

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

+0.28%

+$2,771.14

MBB iShares MBS ETF

+0.28%

+$5,652.45

SCEC Sterling Capital Enhanced Cash ETF

+0.26%

+$566.93

AGG iShares Core U.S. Aggregate Bond ETF

+0.26%

+$30,401.87

GOVT iShares U.S. Treasury Bond ETF

+0.24%

+$4,937.46

GCOR Goldman Sachs Access U.S. Aggregate Bond ETF

+0.23%

+$10,312.92

IWX iShares Russell Top 200 Value ETF

+0.23%

+$680.75

BRK-B Berkshire Hathaway Inc.

+0.23%

+$678

GTIP Goldman Sachs Access Inflation-Protected Securities Fund

+0.23%

+$1,186.57

EAGG iShares ESG Aware U.S. Aggregate Bond ETF

+0.22%

+$2,389.49

SYSB iShares Systematic Bond ETF

+0.21%

+$757.89

IWS iShares Russell Mid-Cap Value ETF

+0.21%

+$715.05

IUSB iShares Core Universal USD Bond ETF

+0.21%

+$11,418.91

EUSB iShares ESG Advanced Total USD Bond Market ETF

+0.2%

+$723.1

GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF

+0.19%

+$2,197.42

AAPL Apple Inc.

+0.19%

+$9,191.35

SUSC iShares ESG Aware USD Corporate Bond ETF

+0.17%

+$2,054.4

VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund

+0.16%

+$704.32

VBR VANGUARD SMALL-CAP VALUE ETF

+0.13%

+$8,144.01

BSV Vanguard Short-Term Bond ETF

+0.12%

+$2,514.46

IAU iShares Gold Trust

+0.09%

+$3,469.69

GLD SPDR Gold Shares

+0.09%

+$193.71

EMB iShares J.P. Morgan USD Emerging Markets Bond ETF

+0.08%

+$2,643.82

BNDX Vanguard Total International Bond ETF

+0.07%

+$1,582

IAGG iShares International Aggregate Bond Fund

+0.05%

+$3,379.18

MUB iShares National Muni Bond ETF

+0.04%

+$733.56

SHV iShares Short Treasury Bond ETF

+0.04%

+$156.96

VNQI Vanguard Global ex-US Real Estate Index Fund

+0.02%

+$712.56

LMUB iShares Long-Term National Muni Bond ETF

+0.02%

+$137.59

VTEB Vanguard Tax-Exempt Bond ETF

+0.02%

+$1,052.89

AMD Advanced Micro Devices, Inc.

-7.73%

-$44,926.8

CIEN Ciena Corporation

-7.57%

-$20,593.99

WDC Western Digital Corporation

-7.53%

-$236,874.39

BAI iShares A.I. Innovation and Tech Active ETF

-5.95%

-$141,555.6

SNDK SanDisk Corporation

-5.61%

-$171,424.57

GEV GE Vernova Inc.

-4.74%

-$46,876.17

NVDA NVIDIA Corporation

-4.32%

-$136,396.28

AVGO Broadcom Inc.

-4.27%

-$29,046.94

META Meta Platforms Inc Class A

-3.91%

-$23,088.01

GOOGL Alphabet Inc

-3.67%

-$33,617.64

PLTR Palantir Technologies Inc.

-3.63%

-$6,949.12

TXN Texas Instruments Inc

-3.58%

-$68,985.79

GOOG Alphabet Inc

-3.55%

-$13,263.36

TSLA Tesla, Inc.

-3.42%

-$16,798.17

IEMG iShares Core MSCI Emerging Markets ETF

-3.3%

-$176,835.78

GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF

-3.26%

-$46,459.2

MTUM iShares MSCI USA Momentum Factor ETF

-3.24%

-$73,983.88

ESGE iShares ESG Aware MSCI EM ETF

-3.19%

-$16,454.12

IWY iShares Russell Top 200 Growth ETF

-3.03%

-$14,533.83

GS The Goldman Sachs Group, Inc.

-2.8%

-$7,537.44

GGUS Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF

-2.73%

-$36,147.6

QQQ Invesco QQQ Trust, Series 1

-2.68%

-$7,098.75

VWO Vanguard FTSE Emerging Markets ETF

-2.65%

-$86,066.76

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

-2.63%

-$125,046.88

VUG Vanguard Growth ETF

-2.58%

-$262,903.62

SCHE Schwab Emerging Markets Equity ETF

-2.56%

-$162,248.44

IBM International Business Machines Corporation

-2.42%

-$23,207.27

USXF iShares ESG Aware MSCI USA ETF

-2.05%

-$12,709.6

BLCR iShares Large Cap Core ACT ETF

-2.01%

-$31,501.12

SCHG Schwab U.S. Large-Cap Growth ETF

-1.99%

-$81,515.13

IWP iShares Russell Mid-Cap Growth ETF

-1.97%

-$8,184.54

AGEM Abrdn Emerging Market Dividend Allocator ETF

-1.82%

-$26,749.8

DMXF iShares ESG Advanced MSCI EAFE Index Fund

-1.71%

-$5,541.9

DSI iShares MSCI KLD 400 Social ETF

-1.67%

-$14,219

VOT Vanguard Mid-Cap Growth ETF

-1.63%

-$71,815.3

EFG iShares MSCI EAFE Growth ETF

-1.55%

-$36,856.87

MSFT Microsoft Corp.

-1.49%

-$19,921.86

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-1.48%

-$130,937.85

SCHF Schwab International Equity ETF

-1.45%

-$73,550.18

VBK Vanguard Small-Cap Growth ETF

-1.44%

-$73,933.72

DYNF iShares U.S. Equity Factor Rotation Active ETF

-1.43%

-$64,376.11

AMZN Amazon.com Inc

-1.41%

-$15,907.32

THRO iShares U.S. Thematic Rotation Active ETF

-1.38%

-$28,885.81

ESGU iShares ESG Aware MSCI USA ETF

-1.33%

-$12,666.96

VOO Vanguard S&P 500 ETF

-1.3%

-$134,151.55

IVV iShares Core S&P 500 ETF

-1.29%

-$101,775.8

GSUS Goldman Sachs MarketBeta U.S.

-1.28%

-$130,708.41

QUAL iShares MSCI USA Quality Factor ETF

-1.2%

-$34,312.2

LCTU BlackRock U.S. Carbon Transition Readiness ETF

-1.2%

-$14,698.41

ESGD iShares ESG Aware MSCI EAFE ETF

-1.11%

-$2,584.38

GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

-1.11%

-$37,616.81

IDEV iShares Core MSCI International Developed Markets ETF (IDEV)

-1.1%

-$18,124.12

GSIE Goldman Sachs ActiveBeta International Equity ETF

-0.89%

-$33,879.12

GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF

-0.78%

-$6,731.34

JPM JPMorgan Chase & Co.

-0.69%

-$8,260.04

GSID Goldman Sachs MarketBeta International Fund

-0.69%

-$7,697.04

VB Vanguard Small-Cap ETF

-0.58%

-$12,681.11

EFV iShares MSCI EAFE Value ETF

-0.51%

-$18,017.6

MA Mastercard Incorporated

-0.47%

-$1,160.99

IDEF iShares U.S. Defense & Aerospace Index ETF

-0.47%

-$5,906.72

SCHV Schwab U.S. Large-Cap Value ETF

-0.25%

-$11,063.94

NABL N-able Inc.

-0.21%

-$134.92

SCNM Sterling Capital National Municipal Bond ETF

-0.08%

-$408.67

BINC iShares Flexible Income Active ETF

-0.04%

-$363.8

PAXS PIMCO Access Income Fund

-0.03%

-$50

HYG iShares iBoxx $ High Yield Corporate Bond ETF

-0.03%

-$1,069.55

EVUS iShares ESG Aware MSCI USA Value ETF

-0.01%

-$50.42

Permissions	Private	Public
Portfolio
Money Value
History
Goals

Trades 1047	Longs Won 779/1047 74%	Profit Factor 56.2
Profitability	Shorts Won 0/0 0%	Standard Deviation $186,303.4
Average Win $82,525.89	Best Trade (Jul 10) $2.65M	Sharpe Ratio -15.54
Average Loss -$4,268.31	Worst Trade (Dec 30) -$86,038.6	Z-Score 17.51 (100%)
Commissions $0	Avg. Trade Length 1y 4m 2w 5d	Expectancy $60,309.23

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	66,667	60,000	53,333	46,667	40,000	33,333	26,667	20,000	13,333	6,667

Alex Sutherland Portfolio

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Alex Sutherland Portfolio

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