Denise Reinert Portfolio
Invests via CGC Financial Services, LLC | Managed by Denise Reinert
Invests via CGC Financial Services, LLC
Managed by Denise Reinert
Automatically Tracked
Denise Reinert Profile
Veteran investor and executive with broad experience in corporate finance, strategic partnerships and operational leadership. Denise Reinert brings a market-focused approach to sourcing growth-stage and turnaround opportunities across technology, healthcare and services. She has led capital raises, portfolio governance and operational transformations while working with private equity and venture-backed companies. Background combines senior roles in corporate development and operating teams with an education oriented to finance and management. Typical focus: growth equity, cross-border expansion and board-level oversight.
Veteran investor and executive with broad experience in corporate finance, strategic partnerships and operational leadership. Denise Reinert brings a market-focused approach to sourcing growth-stage and turnaround opportunities across technology, healthcare and services. She has led capital raises, portfolio governance and operational transformations while working with private equity and venture-backed companies. Background combines senior roles in corporate development and operating teams with an education oriented to finance and management. Typical focus: growth equity, cross-border expansion and board-level oversight.
Investment Philosophy & Strategy
Adopts a market-driven growth equity and turnaround orientation, prioritizing scalable technology, healthcare and services franchises with clear paths to operational improvement. Prefers minority-to-control investments where capital and board guidance accelerate cross‑border expansion, revenue scaling and margin restoration. Underwrites deals with fundamental diligence, conservative leverage and milestone-based capital deployment, emphasizing hands-on portfolio governance, operational playbooks and 3–7 year value-creation horizons to de-risk exits.
Adopts a market-driven growth equity and turnaround orientation, prioritizing scalable technology, healthcare and services franchises with clear paths to operational improvement. Prefers minority-to-control investments where capital and board guidance accelerate cross‑border expansion, revenue scaling and margin restoration. Underwrites deals with fundamental diligence, conservative leverage and milestone-based capital deployment, emphasizing hands-on portfolio governance, operational playbooks and 3–7 year value-creation horizons to de-risk exits.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
10.11%
Gain
Monthly
0.3%
Yearly
3.69%
Drawdown
24.36%
$379.23M
Equity
Holdings
$379.23M
Investment
$314.08M
$83.52M
Profit -$378,737.26
Realized
$18.36M
Unrealized
$65.16M
Dividends
$16.23M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$378,737.26
Win %
74%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$460,292.05
Win %
74%
This Month
Compared to last month
Gain
0.44%
Profit
$1.68M
Win %
74%
This Year
Compared to last year
Gain
9.6%
Profit
$33.23M
Win %
73%
ABT Abbott Laboratories
+10.71%
+$4,435.84 
XPO XPO Inc.
+5.71%
+$292.5 
DG Dollar General Corporation
+5.2%
+$315 
EPC Edgewell Personal Care Co.
+4.97%
+$277 
GIS General Mills, Inc.
+4.94%
+$1,392.58 
ACN Accenture plc Class A
+4.94%
+$318.19 
ADBE Adobe Inc.
+4.71%
+$5,993.19 
EMBC Embecta Corp.
+4.5%
+$4.06 
BSX Boston Scientific Corporation
+4.47%
+$5,873.18 
PAYX Paychex Inc.
+4.42%
+$340.2 
WM Waste Management, Inc.
+4.28%
+$1,245 
VTRS Viatris Inc.
+4.11%
+$50.01 
FCPT Four Corners Property Trust Inc.
+4.06%
+$279.82 
LCID Lucid Group, Inc.
+4.03%
+$10.8 
CRM Salesforce Inc
+3.99%
+$1,487.41 
MDLZ Mondelez International, Inc.
+3.98%
+$161.46 
ROP Roper Technologies Inc.
+3.97%
+$2,795.68 
HLN Haleon Plc - ADR
+3.95%
+$112.81 
ADP Automatic Data Processing Inc.
+3.77%
+$3,013.59 
IBM International Business Machines Corporation
+3.73%
+$2,919.78 
NKE Nike, Inc. - Class B
+3.68%
+$31,189.72 
MRK Merck & Co., Inc.
+3.65%
+$4,712.95 
MDT Medtronic plc
+3.63%
+$271.56 
OTIS Otis Worldwide Corporation
+3.59%
+$285.45 
PM Philip Morris International Inc.
+3.55%
+$9,264.06 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.55%
+$63.13 
OMC Omnicom Group Inc.
+3.48%
+$1,756.56 
KHC The Kraft Heinz Company
+3.46%
+$20.25 
ITW Illinois Tool Works Inc.
+3.45%
+$225 
ABBV AbbVie Inc.
+3.4%
+$7,046.88 
PTC PTC Inc.
+3.36%
+$166 
UPS United Parcel Service, Inc.
+3.36%
+$189.5 
UNP Union Pacific Corporation
+3.35%
+$23,524.61 
PYPL PayPal Holdings Inc
+3.32%
+$36.9 
T AT&T Inc.
+3.29%
+$920.73 
VLTO Veralto Corporation
+3.26%
+$38.55 
CHTR Charter Communications Inc
+3.2%
+$21.01 
AMCR Amcor plc
+3.12%
+$585.36 
TREX Trex Company, Inc.
+3.12%
+$288.32 
AMGN Amgen Inc.
+3.06%
+$1,921.45 
HFWA Heritage Financial Corporation
+3.05%
+$5,677.37 
CMCSA Comcast Corp
+3%
+$826.26 
VEEV Veeva Systems Inc.
+3%
+$145.25 
CHKP Check Point Software Technologies Ltd.
+2.96%
+$153.07 
KR Kroger Co.
+2.94%
+$3,476.04 
VZ Verizon Communications Inc.
+2.92%
+$607.55 
CL Colgate-Palmolive Company
+2.87%
+$526 
OKE ONEOK, Inc.
+2.85%
+$787.36 
PSX Phillips 66
+2.79%
+$153.44 
SBRA Sabra Health Care REIT, Inc.
+2.79%
+$545 
PEP PepsiCo, Inc.
+2.78%
+$7,163 
KO The Coca-Cola Company
+2.78%
+$4,234.21 
RPM RPM International Inc.
+2.75%
+$1,340.95 
SBUX Starbucks Corporation
+2.74%
+$7,891.2 
COST Costco Wholesale Corporation
+2.65%
+$11,431.17 
SWK Stanley Black & Decker Inc.
+2.63%
+$76.39 
MO Altria Group, Inc.
+2.63%
+$1,973.72 
FTV Fortive Corporation
+2.59%
+$31.4 
WSM Williams-Sonoma, Inc.
+2.58%
+$57.5 
CTSH Cognizant Technology Solutions Corporation
+2.57%
+$195.36 
UNH UnitedHealth Group Incorporated
+2.53%
+$10.59 
GSK GSK plc Sponsored ADR
+2.52%
+$303.03 
KMB Kimberly-Clark Corporation
+2.52%
+$67 
CSX CSX Corporation
+2.5%
+$10,290.02 
HR Healthcare Realty Trust Incorporated
+2.49%
+$272.95 
MCD McDonald's Corporation
+2.48%
+$2,957.62 
WMT Walmart Inc.
+2.47%
+$4,086.6 
VNT Vontier Corporation
+2.43%
+$5.76 
BDX Becton, Dickinson and Company
+2.36%
+$511 
GXO GXO Logistics Inc.
+2.35%
+$30.75 
COLB Columbia Banking System, Inc.
+2.32%
+$1.51 
GLPI Gaming and Leisure Properties, Inc.
+2.32%
+$189.72 
BCE BCE Inc.
+2.31%
+$299.5 
PNR Pentair plc
+2.29%
+$33.92 
NWN Northwest Natural Holding Company
+2.22%
+$2,344.16 
SIRI Sirius XM Holdings Inc.
+2.17%
+$66.5 
GEHC GE HealthCare Technologies Inc.
+2.17%
+$60.28 
SYY Sysco Corporation
+2.15%
+$773.81 
PRU Prudential Financial, Inc.
+2.1%
+$421.75 
SCHD Schwab U.S. Dividend Equity ETF
+2.09%
+$1.09M 
MSFT Microsoft Corp.
+2.06%
+$16,402.12 
HBAN Huntington Bancshares Incorporated
+2.04%
+$156.51 
WY Weyerhaeuser Company
+2.03%
+$548.05 
OGS One Gas Inc.
+2.01%
+$119.32 
UL Unilever PLC Sponsored American Depositary Receipt
+1.99%
+$194.78 
VSNT Versant Media Group, Inc.
+1.97%
+$31.95 
V Visa Inc. Class A
+1.94%
+$3,208.5 
DIS The Walt Disney Company
+1.94%
+$242.52 
CHE Chemed Corporation
+1.93%
+$2,181.22 
DRI Darden Restaurants, Inc.
+1.88%
+$2,288.96 
VNQ Vanguard Real Estate ETF
+1.87%
+$4,413.18 
AVA Avista Corp.
+1.82%
+$75.5 
PG Procter & Gamble Co
+1.81%
+$1,691.08 
TGT Target Corporation
+1.79%
+$180.31 
ADNT Adient plc
+1.76%
+$3.15 
CHD Church & Dwight Co., Inc.
+1.63%
+$241.74 
DBX Dropbox Inc.
+1.62%
+$24.56 
AMLP Alerian MLP ETF
+1.62%
+$279.5 
BROS Dutch Bros Inc.
+1.56%
+$171.14 
DFAT Dimensional US Targeted Value ETF
+1.44%
+$946.71 
IJS iShares S&P Small-Cap 600 Value ETF
+1.4%
+$3,047.6 
AM Antero Midstream Corporation
+1.38%
+$155 
NVS Novartis AG Sponsored ADR
+1.38%
+$1,813.76 
CVX Chevron Corporation
+1.37%
+$5,113.76 
KD Kyndryl Holdings Inc.
+1.37%
+$11.53 
EPD Enterprise Products Partners L.P.
+1.36%
+$208.08 
ARCC Ares Capital Corporation
+1.35%
+$205.46 
ED Consolidated Edison, Inc.
+1.34%
+$1,151.44 
MSI Motorola Solutions, Inc.
+1.32%
+$715.54 
LDOS Leidos Holdings Inc.
+1.31%
+$92.3 
LLY Eli Lilly and Company
+1.31%
+$834.35 
SHW The Sherwin-Williams Company
+1.3%
+$12.99 
DTM Dt Midstream Inc.
+1.29%
+$94 
USB U.S. Bancorp
+1.29%
+$67.23 
DHR Danaher Corporation
+1.24%
+$102.09 
AVUV Avantis U.S. Small Cap Value ETF
+1.19%
+$15,986.96 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.17%
+$5,219.23 
TRV The Travelers Companies, Inc.
+1.16%
+$2,047.52 
JNJ Johnson & Johnson
+1.15%
+$8,443.32 
AAPL Apple Inc.
+1.14%
+$54,535.2 
PPL PPL Corporation
+1.13%
+$27.95 
PFE Pfizer Inc.
+1.11%
+$1,069.2 
MET MetLife Inc.
+1.11%
+$116.28 
XOM Exxon Mobil Corporation
+1.1%
+$4,501.29 
HD The Home Depot, Inc.
+1.07%
+$2,378.8 
SO The Southern Company
+1.05%
+$490.54 
KKR KKR & Co. Inc.
+1.05%
+$344.5 
TRP TC Energy Corporation
+1.05%
+$207.35 
POR Portland General Electric Company
+1.04%
+$545 
PLSE Pulse Biosciences, Inc.
+1.03%
+$35.91 
DUK Duke Energy Corporation
+1.02%
+$391.16 
AEE Ameren Corporation
+1.01%
+$107.35 
UBER Uber Technologies, Inc.
+1%
+$7.3 
EMR Emerson Electric Co.
+1%
+$714 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$214.32 
USMV iShares MSCI USA Min Vol Factor ETF
+0.99%
+$64.6 
DE Deere & Company
+0.87%
+$2,115.55 
CARR Carrier Global Corporation
+0.82%
+$125.43 
EVRG Evergy Inc.
+0.82%
+$68.51 
NFLX Netflix, Inc.
+0.81%
+$1,062 
AME Ametek Inc.
+0.76%
+$97.35 
DTE DTE Energy Company
+0.73%
+$108.07 
EXEL Exelixis Inc.
+0.73%
+$51.72 
BX Blackstone Inc.
+0.72%
+$149.04 
OXY-WT Occidental Petroleum Corporation
+0.72%
+$3.45 
MICC The Magnum Ice Cream Company N.V.
+0.72%
+$4.72 
IJR iShares Core S&P Small-Cap ETF
+0.7%
+$1,388.44 
LUV Southwest Airlines Co.
+0.69%
+$11.56 
NUDV Nuveen ESG Dividend ETF
+0.69%
+$44,849.25 
WMB The Williams Companies, Inc.
+0.67%
+$13.5 
AMT American Tower Corporation
+0.64%
+$34.56 
DVN Devon Energy Corporation
+0.62%
+$1.06 
APD Air Products and Chemicals, Inc.
+0.62%
+$293.22 
WAB Wabtec Corporation
+0.6%
+$3.12 
WEC WEC Energy Group Inc.
+0.59%
+$79.8 
SQ Block, Inc.
+0.57%
+$11.75 
D Dominion Energy, Inc.
+0.56%
+$272.4 
MELI MercadoLibre, Inc.
+0.56%
+$41 
SHEL Shell plc
+0.56%
+$152.28 
HON Honeywell International Inc.
+0.52%
+$2.87 
PH Parker-Hannifin Corporation
+0.5%
+$57.24 
WFC Wells Fargo & Company
+0.46%
+$158.4 
BABA Alibaba Group Holding Limited SP ADR
+0.43%
+$12.75 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$458.89 
TMO Thermo Fisher Scientific Inc.
+0.43%
+$514.12 
SOBO South Bow Corporation
+0.43%
+$9.12 
NI NiSource Inc.
+0.42%
+$38 
VTV Vanguard Value ETF
+0.39%
+$3,283.56 
STLD Steel Dynamics Inc.
+0.38%
+$132.3 
OXY Occidental Petroleum Corporation
+0.36%
+$24.37 
QUAL iShares MSCI USA Quality Factor ETF
+0.33%
+$5,845.84 
WAT Waters Corporation
+0.33%
+$22.05 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.31%
+$81,489.84 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$254.5 
CNP CenterPoint Energy Inc.
+0.3%
+$2.34 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$50.12 
IJH iShares Core S&P Mid-Cap ETF
+0.28%
+$71,700.35 
LMT Lockheed Martin Corporation
+0.28%
+$234.52 
AMP Ameriprise Financial, Inc.
+0.27%
+$161.82 
JHMM John Hancock Multifactor Mid Cap ETF
+0.26%
+$13.26 
AEP American Electric Power Company, Inc.
+0.25%
+$57.09 
VB Vanguard Small-Cap ETF
+0.22%
+$561.34 
ENR Energizer Holdings Inc.
+0.19%
+$8 
AXP American Express Company
+0.17%
+$352.11 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.16%
+$8.25 
NUSC Nuveen ESG Small-Cap ETF
+0.14%
+$517.93 
PLTR Palantir Technologies Inc.
+0.12%
+$1.6 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$351.6 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$3.69 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$122.02 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$134.3 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FCEL FuelCell Energy, Inc.
-14.91%
-$18.12 
GLW Corning Incorporated
-10.2%
-$2,312.7 
ARM Arm Holdings plc American Depositary Receipt
-6.95%
-$1,923.99 
ENPH Enphase Energy, Inc.
-6.59%
-$29.03 
INTC Intel Corporation
-6.33%
-$27,044.55 
GE General Electric Company
-6.21%
-$4,516.72 
VNDA Vanda Pharmaceuticals Inc.
-5.81%
-$17 
RIVN Rivian Automotive, Inc.
-5.7%
-$70.03 
OSUR Orasure Technologies Inc.
-5.53%
-$432.17 
MU Micron Technology, Inc.
-5.5%
-$10,194.65 
LRCX Lam Research Corporation
-5.14%
-$2,618.96 
FSLR First Solar, Inc.
-5.11%
-$3,433.5 
ORCL Oracle Corporation
-5.01%
-$18,127.2 
DDD 3D Systems Corporation
-4.9%
-$432.54 
IQM Franklin Intelligent Machines Fund
-4.86%
-$95.92 
AVGO Broadcom Inc.
-4.43%
-$9,553.35 
NVT nVent Electric plc
-4.37%
-$160.31 
IBRX ImmunityBio, Inc.
-4.33%
-$670 
CAT Caterpillar Inc.
-4.3%
-$6,534.59 
QCOM QUALCOMM Incorporated
-3.99%
-$4,713.4 
Q Qnity Electronics Inc.
-3.92%
-$828.99 
DELL Dell Technologies Inc.
-3.69%
-$1,203.96 
SLV iShares Silver Trust
-3.61%
-$5,278 
SOLS Sollensys Corp
-3.5%
-$2.13 
DRIV Global X Autonomous & Electric Vehicles ETF
-3.42%
-$150.06 
LIT GLOBAL X LITHIUM & BATTERY T
-3.12%
-$1,141.08 
WWD Woodward Inc.
-3.09%
-$12,221.27 
AMAT Applied Materials, Inc.
-3.06%
-$3,399.36 
GEV GE Vernova Inc.
-2.91%
-$1,657.8 
BARK Bark Inc.
-2.9%
-$24.49 
ADI Analog Devices, Inc.
-2.8%
-$2,027.6 
GOOGL Alphabet Inc
-2.74%
-$9,325.89 
NVDA NVIDIA Corporation
-2.71%
-$7,974.38 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.68%
-$893.24 
GOOG Alphabet Inc
-2.67%
-$6,562.71 
SDGR Schrödinger, Inc.
-2.67%
-$1,836.13 
CSCO Cisco Systems, Inc.
-2.5%
-$15,604.47 
PBD Invesco Global Clean Energy ETF
-2.44%
-$293.48 
NUEM Nuveen ESG Emerging Markets Equity Fund
-2.29%
-$45,904.9 
SLDP Solid Power, Inc.
-2.27%
-$2.48 
C Citigroup Inc.
-2.21%
-$8.94 
EEM iShares MSCI Emerging Markets ETF
-2.17%
-$9,346.44 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.07%
-$82.65 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$128.6 
UAL United Airlines Holdings, Inc.
-1.96%
-$33.25 
META Meta Platforms Inc Class A
-1.92%
-$1,780.24 
IWY iShares Russell Top 200 Growth ETF
-1.87%
-$207,708.36 
GLD SPDR Gold Shares
-1.86%
-$2,117.52 
VONG Vanguard Russell 1000 Growth Fund
-1.82%
-$127.33 
BNY BlackRock New York Municipal Income Trust
-1.82%
-$44.25 
FTNT Fortinet Inc.
-1.7%
-$630 
IMTM iShares MSCI International Momentum Factor ETF
-1.64%
-$152,234.81 
DASH DoorDash, Inc.
-1.63%
-$30.95 
RAL Ralliant Corporation
-1.58%
-$6.42 
IDMO Invesco S&P International Developed Momentum ETF
-1.57%
-$17,967.35 
JCI Johnson Controls International plc
-1.57%
-$208.32 
QQQ Invesco QQQ Trust, Series 1
-1.53%
-$6,727.11 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.52%
-$523.38 
EBAY eBay Inc.
-1.5%
-$16.97 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$724,097.56 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.43%
-$5,062.45 
USXF iShares ESG Aware MSCI USA ETF
-1.43%
-$51,389.57 
RTX RTX Corporation
-1.37%
-$2,085.05 
SRPT Sarepta Therapeutics Inc.
-1.36%
-$219.12 
BA Boeing Company
-1.3%
-$1,995.15 
DD DuPont de Nemours, Inc.
-1.25%
-$170.58 
VUG Vanguard Growth ETF
-1.24%
-$30,188.64 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$41.78 
BLK BlackRock, Inc.
-1.13%
-$923.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.12%
-$294.81 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.1%
-$59.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$142.45 
XLG Invesco S&P 500 Top 50 ETF
-1.08%
-$692.55 
JPM JPMorgan Chase & Co.
-1.08%
-$6,745.42 
TSLA Tesla, Inc.
-1.03%
-$1,811.48 
WBD Warner Bros. Discovery, Inc.
-0.97%
-$145.5 
CSQ Calamos Strategic Total Return Fund
-0.97%
-$80.2 
XT iShares Future Exponential Technologies ETF
-0.96%
-$51.48 
SPHQ Invesco S&P 500 Quality ETF
-0.95%
-$2,139.38 
AMZN Amazon.com Inc
-0.94%
-$847.31 
PEG Public Service Enterprise Group Incorporated
-0.93%
-$387.4 
FENI Fidelity Enhanced International ETF
-0.93%
-$443,464.12 
SLB Schlumberger Limited
-0.92%
-$52.2 
EFA iShares MSCI EAFE ETF
-0.8%
-$5,858.16 
BGY BlackRock Enhanced International Dividend Trust
-0.78%
-$21.46 
TEL TE Connectivity plc
-0.78%
-$152.88 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$1,123.5 
AOA iShares Core Aggressive Allocation ETF
-0.71%
-$90.39 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.7%
-$3,290.89 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.69%
-$192 
WRB W.R. Berkley Corporation
-0.69%
-$202.08 
TTWO Take-Two Interactive Software, Inc.
-0.67%
-$245.25 
ESGU iShares ESG Aware MSCI USA ETF
-0.64%
-$2,436.72 
HUBB Hubbell Inc.
-0.62%
-$1,068 
SYF Synchrony Financial
-0.62%
-$88.78 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.61%
-$5,762.41 
BP BP p.l.c. Sponsored ADR
-0.58%
-$71.04 
BKIE BNY Mellon International Equity ETF
-0.58%
-$139.2 
CCL Carnival Corporation Ltd.
-0.56%
-$15 
IVV iShares Core S&P 500 ETF
-0.55%
-$3,523.8 
OBE Obsidian Energy Ltd.
-0.55%
-$15 
VOO Vanguard S&P 500 ETF
-0.55%
-$604.2 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$247.2 
IQLT iShares MSCI International Quality Factor ETF
-0.54%
-$78.03 
XLI Industrial Select Sector SPDR Fund
-0.53%
-$4.75 
SCHW Charles Schwab Corporation
-0.51%
-$208 
SCHX Schwab U.S. Large-Cap ETF
-0.49%
-$435 
EFV iShares MSCI EAFE Value ETF
-0.47%
-$105 
EAOA iShares ESG Aware Aggressive Allocation ETF
-0.46%
-$100.32 
PCG PG&E Corporation
-0.43%
-$6.6 
F Ford Motor Company
-0.39%
-$100.59 
EOS Eaton Vance Enhanced Equity Income Fund II
-0.36%
-$240.16 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.34%
-$250,711.5 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.32%
-$37.66 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.32%
-$13.48 
HEQT Simplify Hedged Equity ETF
-0.28%
-$295.93 
BAC Bank of America Corporation
-0.23%
-$85.4 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.17%
-$80.25 
BNDX Vanguard Total International Bond ETF
-0.16%
-$19.73 
IWM iShares Russell 2000 ETF
-0.15%
-$107.34 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$1,289.15 
FVAL Fidelity Value Factor ETF
-0.09%
-$5.11 
TLH iShares 10-20 Year Treasury Bond ETF
-0.09%
-$1.61 
SRE Sempra
-0.07%
-$9.66 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.06%
-$32.27 
BHF Brighthouse Financial Inc.
-0.05%
-$0.27 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$857.15 
XLF Financial Select Sector SPDR Fund
-0.04%
-$32 
JBND JPMorgan Active Bond ETF
-0.04%
-$10,797.52 
FBND Fidelity Total Bond ETF
-0.03%
-$149.09 
VO Vanguard Mid-Cap ETF
-0.03%
-$13.2 
NEE NextEra Energy, Inc.
-0.03%
-$11.03 
MFC Manulife Financial Corporation
-0.02%
-$8.5 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.02%
-$99.9 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.01%
-$0.53 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$83.83 Events
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Dividends
Dividend Analysis
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| Trades 1365 | Longs Won 922/1365 67% | Profit Factor 25.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $537,279.82 |
| Average Win $94,288.17 | Best Trade (Jul 17) $10.36M | Sharpe Ratio -12.21 |
| Average Loss -$7,700.01 | Worst Trade (Jul 15) -$438,949.93 | Z-Score 7.79 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 5d | Expectancy $61,188.71 |
| 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 | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
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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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