BS
Bepin Serraj Portfolio
Invests via Richard W. Paul & Associates LLC | Managed by Bepin Serraj, Richard W. Paul, Matthew Dombrowski, Matthew M. Paul, Steven Paul, Tristan Grinsell
Invests via Richard W. Paul & Associates LLC
Managed by Bepin Serraj, Richard W. Paul, Matthew Dombrowski, Matthew M. Paul, Steven Paul, Tristan Grinsell
Automatically Tracked
Bepin Serraj Profile
Bepin Serraj is a seasoned entrepreneur and investment leader with significant expertise in technology-driven ventures. With an extensive background in managing innovative startups, he has demonstrated a knack for identifying growth opportunities within emerging markets. His leadership experience encompasses the development of scalable business models that cater to evolving consumer needs, positioning his enterprises at the forefront of industry trends. Serraj’s active role in cultivating strategic partnerships has further solidified his reputation as a key player within entrepreneurial circles. His contributions not only enhance operational effectiveness but also drive sustained value creation across diverse sectors.
Bepin Serraj is a seasoned entrepreneur and investment leader with significant expertise in technology-driven ventures. With an extensive background in managing innovative startups, he has demonstrated a knack for identifying growth opportunities within emerging markets. His leadership experience encompasses the development of scalable business models that cater to evolving consumer needs, positioning his enterprises at the forefront of industry trends. Serraj’s active role in cultivating strategic partnerships has further solidified his reputation as a key player within entrepreneurial circles. His contributions not only enhance operational effectiveness but also drive sustained value creation across diverse sectors.
Investment Philosophy & Strategy
Growth potential in emerging technology sectors captivates an entrepreneur of Bepin Serraj's caliber. His investments are distinguished by a proactive identification of transformational opportunities, enabling businesses to harness disruptive innovations effectively. Strategic partnerships and scalable models guide his approach, fostering robust ecosystems that respond adeptly to market dynamics. This focus not only enhances operational capabilities but also drives significant value enhancement across various industries. By prioritizing adaptability and long-term growth trajectories, he consistently positions ventures for sustainable success within competitive landscapes.
Growth potential in emerging technology sectors captivates an entrepreneur of Bepin Serraj's caliber. His investments are distinguished by a proactive identification of transformational opportunities, enabling businesses to harness disruptive innovations effectively. Strategic partnerships and scalable models guide his approach, fostering robust ecosystems that respond adeptly to market dynamics. This focus not only enhances operational capabilities but also drives significant value enhancement across various industries. By prioritizing adaptability and long-term growth trajectories, he consistently positions ventures for sustainable success within competitive landscapes.
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:
37.81%
Gain +0.01%
Monthly
1.02%
Yearly
12.93%
Drawdown
12.33%
$327.3M
Equity
Holdings
$327.3M
Investment
$241.02M
$130.59M
Profit +$24,722.39
Realized
$43.11M
Unrealized
$87.48M
Dividends
$20.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$24,722.39
Win %
72%
This Week
Compared To Last Week
Gain
0.01%
Profit
$24,722.39
Win %
72%
This Month
Compared to last month
Gain
-0.64%
Profit
-$2.11M
Win %
72%
This Year
Compared to last year
Gain
5.65%
Profit
$17.92M
Win %
72%
ROKU Roku, Inc.
+20.08%
+$1,873.56 
STX Seagate Technology Holdings plc
+7.25%
+$229,893.22 
INTC Intel Corporation
+6.51%
+$502.26 
AMD Advanced Micro Devices, Inc.
+4.73%
+$148,291.68 
QCOM QUALCOMM Incorporated
+4.32%
+$57,018.77 
CCL Carnival Corporation Ltd.
+3.77%
+$12,609.76 
DPZ Domino's Pizza Inc.
+3.72%
+$46.48 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$49 
CME CME Group Inc.
+2.8%
+$654.15 
SCHW Charles Schwab Corporation
+2.71%
+$72 
ZBRA Zebra Technologies Corporation
+2.69%
+$47.84 
AMAT Applied Materials, Inc.
+2.64%
+$949.65 
T AT&T Inc.
+2.52%
+$25,595.4 
VZ Verizon Communications Inc.
+2.49%
+$41,310.36 
CDW CDW Corporation
+2.37%
+$58.14 
JPM JPMorgan Chase & Co.
+2.31%
+$45,455.07 
USB U.S. Bancorp
+2.27%
+$715.26 
IBKR Interactive Brokers Group Inc.
+2.23%
+$13,941.18 
AXP American Express Company
+2.18%
+$10,174.81 
LIT GLOBAL X LITHIUM & BATTERY T
+2.02%
+$123.88 
PM Philip Morris International Inc.
+1.95%
+$38,964.14 
TGT Target Corporation
+1.95%
+$27,591.27 
NCLH Norwegian Cruise Line Holdings Ltd.
+1.94%
+$23,823.25 
TFC Truist Financial Corporation
+1.93%
+$474.32 
OXY Occidental Petroleum Corporation
+1.93%
+$26.75 
PRU Prudential Financial, Inc.
+1.87%
+$14,021.54 
BBY Best Buy Co., Inc.
+1.85%
+$30.03 
D Dominion Energy, Inc.
+1.83%
+$26,227.56 
TSLA Tesla, Inc.
+1.82%
+$50.96 
GIL Gildan Activewear Inc.
+1.81%
+$76.68 
HBAN Huntington Bancshares Incorporated
+1.8%
+$172.05 
TMUS T-Mobile US, Inc.
+1.76%
+$4,667.44 
AMCR Amcor plc
+1.7%
+$381.48 
VRT Vertiv Holdings Co
+1.68%
+$31,032.81 
IRM Iron Mountain Inc.
+1.65%
+$57.96 
ACN Accenture plc Class A
+1.65%
+$15,723.72 
WFC Wells Fargo & Company
+1.61%
+$7,300.37 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$498.48 
BX Blackstone Inc.
+1.58%
+$1.91 
LIN Linde plc
+1.58%
+$7,024.33 
CRH CRH plc
+1.57%
+$56.1 
BAC Bank of America Corporation
+1.56%
+$11,837.9 
KDP Keurig Dr Pepper Inc.
+1.54%
+$24.96 
BTI British American Tobacco p.l.c. ADR
+1.51%
+$469.65 
DAL Delta Air Lines, Inc.
+1.5%
+$7,688.72 
GLW Corning Incorporated
+1.5%
+$53 
CVS CVS Health Corporation
+1.47%
+$21,474.8 
SBET Sharplink Gaming Inc.
+1.47%
+$58.24 
GPC Genuine Parts Company
+1.46%
+$43.21 
CAT Caterpillar Inc.
+1.44%
+$77.64 
TPR Tapestry Inc.
+1.4%
+$62.93 
ADI Analog Devices, Inc.
+1.37%
+$9,067.34 
PAYX Paychex Inc.
+1.37%
+$394.4 
XLF Financial Select Sector SPDR Fund
+1.37%
+$4,713.84 
FISV Fiserv, Inc.
+1.36%
+$14,116.3 
NEE NextEra Energy, Inc.
+1.35%
+$15,318 
ICVT iShares Convertible Bond ETF
+1.35%
+$12.8 
TXN Texas Instruments Inc
+1.35%
+$17,205.56 
SPGI S&P Global Inc.
+1.35%
+$10,443.75 
POR Portland General Electric Co.
+1.34%
+$32.16 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$6,985.45 
ABBV AbbVie Inc.
+1.32%
+$20,805.84 
O Realty Income Corporation
+1.31%
+$143.37 
PFG Principal Financial Group, Inc.
+1.3%
+$122.98 
QSR Restaurant Brands International Inc.
+1.29%
+$4,728.15 
XEL Xcel Energy Inc.
+1.21%
+$187.15 
LRCX Lam Research Corporation
+1.18%
+$8,773.07 
PPL PPL Corporation
+1.1%
+$2,957.37 
ARTY iShares Future AI & Tech ETF
+1.08%
+$57.72 
JNJ Johnson & Johnson
+1.07%
+$13,459.46 
MPC Marathon Petroleum Corporation
+1.06%
+$27.7 
PLD Prologis Inc.
+1.05%
+$7,196.7 
DELL Dell Technologies Inc.
+1.05%
+$243.08 
V Visa Inc. Class A
+1.05%
+$4,101.55 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$176.4 
BMO Bank of Montreal
+1.02%
+$136 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$60.9 
FESM Fidelity Enhanced Small Cap ETF
+1%
+$65,380.72 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$3,798.85 
IWD iShares Russell 1000 Value ETF
+0.98%
+$63.45 
XLRE The Real Estate Select Sector SPDR Fund
+0.98%
+$243.32 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$95,546.37 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.97%
+$414.4 
ALL Allstate Corporation
+0.94%
+$2,595.59 
VTV Vanguard Value ETF
+0.94%
+$8,234.95 
GWX SPDR S&P International Small Cap ETF
+0.93%
+$1,131.48 
VNQ Vanguard Real Estate ETF
+0.92%
+$343.8 
KR Kroger Co.
+0.92%
+$93.81 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$72,735.42 
MCHI iShares MSCI China ETF
+0.9%
+$15,413.44 
FERG Ferguson Enterprises Inc
+0.9%
+$20.5 
DRLL Strive U.S. Energy ETF
+0.9%
+$121.72 
IWM iShares Russell 2000 ETF
+0.87%
+$11,854.23 
IWC iShares Micro-Cap ETF
+0.87%
+$90.2 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$3,868.2 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$8,848.29 
PG Procter & Gamble Co
+0.86%
+$11,131.55 
CNP CenterPoint Energy Inc.
+0.82%
+$2,137.1 
MSCI MSCI Inc.
+0.81%
+$14.43 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$19,258.83 
GM General Motors Company
+0.8%
+$57.2 
XBI SPDR S&P Biotech ETF
+0.79%
+$19.95 
SO The Southern Company
+0.78%
+$55.48 
FE FirstEnergy Corp.
+0.77%
+$205.92 
NXPI NXP Semiconductors N.V.
+0.76%
+$48.51 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$152,987.34 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$2,280.61 
CVX Chevron Corporation
+0.75%
+$247.8 
FIW First Trust Water ETF
+0.74%
+$9.36 
SBUX Starbucks Corporation
+0.74%
+$31.16 
MO Altria Group, Inc.
+0.74%
+$10,087.49 
KMB Kimberly-Clark Corporation
+0.74%
+$120 
SPGP Invesco S&P 500 GARP ETF
+0.74%
+$20.24 
UNH UnitedHealth Group Incorporated
+0.73%
+$14,184.72 
HD The Home Depot, Inc.
+0.73%
+$7,599.34 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$1,170.24 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$25,762.37 
MA Mastercard Incorporated
+0.71%
+$7,214.13 
PYPL PayPal Holdings Inc
+0.7%
+$9,423.55 
VB Vanguard Small-Cap ETF
+0.7%
+$1,812.79 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$2,615.76 
XNTK SPDR NYSE Technology ETF
+0.69%
+$718.52 
COST Costco Wholesale Corporation
+0.68%
+$10,909.05 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.68%
+$8,495.76 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$91.52 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$7,396.91 
IGF iShares Global Infrastructure ETF
+0.67%
+$11,412.9 
MP MP Materials Corp.
+0.65%
+$25.9 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$6,032.4 
DUK Duke Energy Corporation
+0.63%
+$116.22 
KIM Kimco Realty Corporation
+0.62%
+$103.36 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$41,921 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$48,382.64 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$2,839.71 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$12.35 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$21,442.26 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$4,714.05 
IVV iShares Core S&P 500 ETF
+0.55%
+$26,159.78 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$4,803.95 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$19,866.6 
GOOGL Alphabet Inc
+0.53%
+$8,388.72 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$4,153.75 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$18,578.54 
XLSR SPDR SSGA US Sector Rotation ETF
+0.47%
+$3,135.9 
NXTG First Trust Indxx NextG ETF
+0.46%
+$11.36 
NET Cloudflare Inc.
+0.46%
+$276.64 
GOOG Alphabet Inc
+0.45%
+$11,875.2 
WMT Walmart Inc.
+0.45%
+$4,759.57 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$0.48 
IXUS iShares Core International Stock ETF
+0.43%
+$1.23 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$311.04 
BMY Bristol-Myers Squibb Company
+0.4%
+$3,421.25 
FTCS First Trust Capital Strength ETF
+0.39%
+$306.73 
NGG National Grid plc Sponsored ADR
+0.39%
+$84.16 
PEP PepsiCo, Inc.
+0.38%
+$2,836.08 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.37%
+$33 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$66,485.45 
TTE TotalEnergies SE
+0.34%
+$140.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$3,541.2 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.34%
+$129.29 
WEC WEC Energy Group Inc.
+0.33%
+$66.23 
AMGN Amgen Inc.
+0.32%
+$51.3 
SLB Schlumberger Limited
+0.32%
+$1,579.32 
SNY Sanofi American Depositary Receipt
+0.32%
+$89.04 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$1,929.13 
FANG Diamondback Energy Inc
+0.28%
+$1,192.32 
XOM Exxon Mobil Corporation
+0.28%
+$31.98 
EFA iShares MSCI EAFE ETF
+0.28%
+$18,084.5 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$5,443.5 
MMM 3M Company
+0.26%
+$7.38 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$1,125 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$4,326.92 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.23%
+$5.81 
IQV IQVIA Holdings Inc.
+0.22%
+$853.23 
WDAY Workday Inc.
+0.21%
+$8.37 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$20,843.46 
SPEU SPDR Portfolio Europe ETF
+0.18%
+$0.6 
VUG Vanguard Growth ETF
+0.18%
+$1,593.9 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.17%
+$3,807.05 
BNDX Vanguard Total International Bond ETF
+0.17%
+$374 
STE STERIS plc
+0.16%
+$24.48 
NVDA NVIDIA Corporation
+0.16%
+$6,277.76 
PFE Pfizer Inc.
+0.15%
+$1,685.96 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$11,571.48 
SHW The Sherwin-Williams Company
+0.13%
+$938.85 
PH Parker-Hannifin Corporation
+0.12%
+$522.8 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.12%
+$92.37 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$1,315.99 
TRP TC Energy Corporation
+0.12%
+$26.96 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$71.94 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
+0.11%
+$14.24 
KO The Coca-Cola Company
+0.11%
+$975.06 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$2.64 
MSFT Microsoft Corp.
+0.1%
+$3,859.5 
IBB iShares Biotechnology ETF
+0.1%
+$4.76 
IAUM iShares Gold Trust Micro
+0.1%
+$1.96 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$1,871.46 
ENB Enbridge Inc.
+0.07%
+$23.96 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.07%
+$1,312.17 
GLD SPDR Gold Shares
+0.06%
+$55.44 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$16.64 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.05%
+$0.64 
TJX The TJX Companies, Inc.
+0.04%
+$192.15 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$12.36 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$5.14 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.03%
+$6.49 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$61.56 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$355.44 
PANW Palo Alto Networks, Inc.
+0.03%
+$0.72 
SHV iShares Short Treasury Bond ETF
+0.03%
+$0.9 
HWM Howmet Aerospace Inc.
+0.03%
+$1.33 
JPIE JPMorgan Income ETF
+0.02%
+$2,347.53 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$151.54 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$548.23 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$236.04 
ORCL Oracle Corporation
+0.02%
+$76.98 
TIP iShares TIPS Bond ETF
+0.01%
+$0.09 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BTEGF Baytex Energy Corp.
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
JCI
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
ADBE Adobe Inc.
-6.75%
-$561.64 
LULU lululemon athletica inc.
-2.52%
-$22,328.11 
BMNR Bitmine Immersion Technologies, Inc.
-2.48%
-$939.31 
LLY Eli Lilly and Company
-2.41%
-$35,412.59 
ZTS Zoetis Inc.
-2.25%
-$15,748.98 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$43,762.65 
ETHU 2X Ether ETF
-1.89%
-$772.75 
ULTA Ulta Beauty Inc.
-1.82%
-$23,514.17 
AAPL Apple Inc.
-1.52%
-$81,877.5 
LMT Lockheed Martin Corporation
-1.52%
-$9,118.17 
MU Micron Technology, Inc.
-1.43%
-$65,909.77 
FSLR First Solar, Inc.
-1.42%
-$18,582.09 
MRK Merck & Co., Inc.
-1.42%
-$20,124.95 
LHX L3Harris Technologies, Inc.
-1.4%
-$5,961.18 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$37.92 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$104.76 
TWLO Twilio Inc.
-1.23%
-$309.88 
AMZN Amazon.com Inc
-1.23%
-$24,837.28 
NFLX Netflix, Inc.
-1.14%
-$14,561.01 
AMT American Tower Corporation
-1.12%
-$5,165.27 
ETHA iShares Ethereum Trust
-1.02%
-$383.76 
FETH Fidelity Ethereum Fund
-1.01%
-$14,275.92 
UBER Uber Technologies, Inc.
-1.01%
-$2,536.1 
ETHE Grayscale Ethereum Trust ETF
-0.96%
-$1,585.74 
ALGN Align Technology, Inc.
-0.95%
-$17,052.27 
ETH Grayscale Ethereum Mini Trust ETF
-0.94%
-$365.25 
AVGO Broadcom Inc.
-0.91%
-$17,867.52 
NOW ServiceNow, Inc.
-0.9%
-$2,096.22 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.83%
-$1,593.3 
HEAL Global X HealthTech ETF
-0.73%
-$3.04 
PHM PulteGroup Inc.
-0.67%
-$2,608.69 
CSCO Cisco Systems, Inc.
-0.6%
-$12,961.92 
MDLZ Mondelez International, Inc.
-0.58%
-$81.77 
SYY Sysco Corporation
-0.56%
-$1,701 
BSX Boston Scientific Corporation
-0.55%
-$1,394.64 
ARKG ARK Genomic Revolution ETF
-0.54%
-$5.04 
ALV Autoliv, Inc.
-0.52%
-$20.1 
UPS United Parcel Service, Inc.
-0.51%
-$8,510.18 
ARMK Aramark
-0.48%
-$24.7 
ISRG Intuitive Surgical, Inc.
-0.45%
-$2,973.43 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$1,499.3 
COIN Coinbase Global, Inc.
-0.41%
-$5,385.82 
MCK McKesson Corporation
-0.4%
-$1,632.81 
DHR Danaher Corporation
-0.38%
-$4,110.9 
IHAK iShares Cybersecurity and Tech ETF
-0.36%
-$7.8 
CRM Salesforce Inc
-0.34%
-$2.24 
WMG Warner Music Group Corp.
-0.32%
-$7.11 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$231.12 
DIS The Walt Disney Company
-0.3%
-$693.9 
SJM The J.M. Smucker Company
-0.29%
-$882.3 
META Meta Platforms Inc Class A
-0.26%
-$4,777.78 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$28,611.03 
FAN First Trust Global Wind Energy ETF
-0.24%
-$2.1 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.2%
-$271.35 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$227.88 
BLV Vanguard Long-Term Bond ETF
-0.19%
-$193.57 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$1.75 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$1.6 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$2,308.01 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$2,034.06 
MDT Medtronic plc
-0.16%
-$14.56 
FBND Fidelity Total Bond ETF
-0.13%
-$5,796 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$142.4 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$8,259.6 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.09%
-$102.84 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$34.14 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$14.5 
INTU Intuit Inc.
-0.07%
-$322 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$2,687.52 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$2,839.92 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$1,044.08 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$54.86 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$80.5 
IWY iShares Russell Top 200 Growth ETF
0%
-$0.32 
AGNG Global X Aging Population ETF
0%
-$0.02 Events
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Dividends
Dividend Analysis
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| Trades 4433 | Longs Won 3137/4433 70% | Profit Factor 11.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $204,949.28 |
| Average Win $45,632.05 | Best Trade (Jun 14) $7.64M | Sharpe Ratio -8.27 |
| Average Loss -$9,687.58 | Worst Trade (Jun 14) -$501,682.79 | Z-Score -3.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 5d | Expectancy $29,459.56 |
| 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 | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
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Returns
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