Chad Warrick Portfolio
Invests via Summit Wealth Partners, LLC | Managed by Chad Warrick, Jason Print
Invests via Summit Wealth Partners, LLC
Managed by Chad Warrick, Jason Print
Automatically Tracked
Chad Warrick Profile
Technology investor and operator focused on growth-stage enterprise software and cloud infrastructure, with experience leading product and GTM teams and advising startups on scale and M&A. Chad Warrick combines hands-on operational leadership with venture investing and board roles, emphasizing SaaS unit economics, go-to-market optimization and capital-efficient growth strategies for founder-led companies.
Technology investor and operator focused on growth-stage enterprise software and cloud infrastructure, with experience leading product and GTM teams and advising startups on scale and M&A. Chad Warrick combines hands-on operational leadership with venture investing and board roles, emphasizing SaaS unit economics, go-to-market optimization and capital-efficient growth strategies for founder-led companies.
Investment Philosophy & Strategy
Focuses on growth-stage enterprise software and cloud infrastructure, allocating capital to founder-led SaaS companies where product-market fit exists and go-to-market and unit-economics can scale. Combines operational playbook and board-level oversight to prioritize capital efficiency, repeatable sales motion, gross-margin expansion and disciplined burn-to-growth tradeoffs. Prefers sector specialists with clear technical defensibility, measurable metrics-driven KPIs, and a 3–7 year growth horizon while using active governance and exit-oriented value creation plans.
Focuses on growth-stage enterprise software and cloud infrastructure, allocating capital to founder-led SaaS companies where product-market fit exists and go-to-market and unit-economics can scale. Combines operational playbook and board-level oversight to prioritize capital efficiency, repeatable sales motion, gross-margin expansion and disciplined burn-to-growth tradeoffs. Prefers sector specialists with clear technical defensibility, measurable metrics-driven KPIs, and a 3–7 year growth horizon while using active governance and exit-oriented value creation plans.
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:
-1.76%
Gain
Monthly
0.16%
Yearly
1.97%
Drawdown
33.95%
$686.15M
Equity
Holdings
$686.15M
Investment
$531.18M
$194.72M
Profit -$1.22M
Realized
$39.75M
Unrealized
$154.97M
Dividends
$63.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.22M
Win %
79%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$2.3M
Win %
79%
This Month
Compared to last month
Gain
0.01%
Profit
$87,636.56
Win %
79%
This Year
Compared to last year
Gain
8.73%
Profit
$55.09M
Win %
79%
ABT Abbott Laboratories
+10.62%
+$19,993.32 
PM Philip Morris International Inc.
+4.34%
+$48,253.95 
MDLZ Mondelez International, Inc.
+4.33%
+$14,841.22 
ITW Illinois Tool Works Inc.
+4.04%
+$9,868.5 
ABBV AbbVie Inc.
+4.01%
+$36,176.22 
BRO Brown & Brown Inc.
+3.9%
+$526,437 
WM Waste Management, Inc.
+3.87%
+$8,658 
ORLY O'Reilly Automotive Inc.
+3.77%
+$9,282 
MDT Medtronic plc
+3.72%
+$10,922.47 
UNP Union Pacific Corporation
+3.56%
+$11,585.56 
ADP Automatic Data Processing Inc.
+3.52%
+$25,380.94 
AMGN Amgen Inc.
+3.36%
+$16,512.02 
MO Altria Group, Inc.
+3.29%
+$20,200.24 
IBM International Business Machines Corporation
+3.28%
+$16,905.58 
GILD Gilead Sciences Inc.
+3.27%
+$12,434.38 
SBUX Starbucks Corporation
+3.15%
+$20,283.68 
MRK Merck & Co., Inc.
+3.07%
+$59,324.87 
MCD McDonald's Corporation
+3.05%
+$34,315.38 
TMUS T-Mobile US, Inc.
+2.98%
+$9,676.8 
PEP PepsiCo, Inc.
+2.96%
+$5,549.84 
COST Costco Wholesale Corporation
+2.9%
+$37,480.96 
KO The Coca-Cola Company
+2.83%
+$35,432.31 
T AT&T Inc.
+2.78%
+$12,357.56 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+2.77%
+$24,654 
XLP Consumer Staples Select Sector SPDR Fund
+2.64%
+$5,702.13 
VZ Verizon Communications Inc.
+2.54%
+$11,445 
HDV iShares Core High Dividend ETF
+2.4%
+$162,469.48 
V Visa Inc. Class A
+2.37%
+$11,417.52 
MPC Marathon Petroleum Corporation
+2.34%
+$10,178 
TJX The TJX Companies, Inc.
+2.29%
+$6,823.12 
CASY Casey's General Stores Inc.
+2.16%
+$8,331.54 
DIS The Walt Disney Company
+2.14%
+$19,148.48 
XLV Health Care Select Sector SPDR Fund
+2.13%
+$9,941.5 
WMT Walmart Inc.
+2.12%
+$59,795.41 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+2.11%
+$60,388.32 
FCN Fti Consulting Inc.
+2.09%
+$5,708.64 
VNQ Vanguard Real Estate ETF
+2.04%
+$13,016 
PG Procter & Gamble Co
+2.01%
+$162,317.62 
SUN Sunoco L.P.
+1.99%
+$5,258.14 
SCHD Schwab U.S. Dividend Equity ETF
+1.99%
+$30,413.1 
SDY SPDR S&P Dividend ETF
+1.88%
+$5,475.96 
KVUE Kenvue Inc.
+1.74%
+$3,367.39 
CAH Cardinal Health Inc.
+1.72%
+$3,753.9 
FDX FedEx Corporation
+1.57%
+$3,068.75 
DVY iShares Select Dividend ETF
+1.55%
+$69,906.58 
HD The Home Depot, Inc.
+1.49%
+$28,234.64 
UNH UnitedHealth Group Incorporated
+1.47%
+$8,297.52 
AAPL Apple Inc.
+1.46%
+$167,072.48 
UBER Uber Technologies, Inc.
+1.45%
+$4,911.02 
SO The Southern Company
+1.41%
+$4,641.7 
LLY Eli Lilly and Company
+1.4%
+$5,345.66 
ECL Ecolab Inc.
+1.35%
+$6,441.6 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.25%
+$7,662.06 
TPYP Tortoise North American Pipeline Fund
+1.22%
+$10,745.7 
HON Honeywell International Inc.
+1.21%
+$3,471.87 
MSFT Microsoft Corp.
+1.15%
+$64,377.34 
JNJ Johnson & Johnson
+1.12%
+$37,295.88 
CVX Chevron Corporation
+1.11%
+$7,665.9 
MOAT VanEck Morningstar Wide Moat Fund
+1.09%
+$15,149.6 
XOM Exxon Mobil Corporation
+1.02%
+$9,512.37 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$29,880.16 
PFE Pfizer Inc.
+0.99%
+$5,347.37 
TGT Target Corporation
+0.99%
+$4,570.02 
XLE Energy Select Sector SPDR Fund
+0.92%
+$31,150.6 
APD Air Products and Chemicals, Inc.
+0.85%
+$3,652.05 
USMV iShares MSCI USA Min Vol Factor ETF
+0.84%
+$146,873.86 
MMM 3M Company
+0.83%
+$6,752.26 
RSP Invesco S&P 500 Equal Weight ETF
+0.74%
+$9,633.26 
WMB The Williams Companies, Inc.
+0.74%
+$2,291.85 
AMP Ameriprise Financial, Inc.
+0.71%
+$2,249.24 
IUSV iShares Core S&P U.S. Value ETF
+0.71%
+$38,881.86 
IWD iShares Russell 1000 Value ETF
+0.64%
+$3,929.22 
ALL Allstate Corporation
+0.63%
+$3,020 
AXP American Express Company
+0.56%
+$4,491.41 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$1,275.94 
MAR Marriott International Inc. - Class A
+0.5%
+$4,532.5 
IJR iShares Core S&P Small-Cap ETF
+0.49%
+$23,454.14 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$3,315.6 
RCL Royal Caribbean Group
+0.46%
+$1,123.2 
PLTR Palantir Technologies Inc.
+0.42%
+$1,446.51 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$19,341.21 
VTV Vanguard Value ETF
+0.38%
+$3,873.93 
XLU Utilities Select Sector SPDR Fund
+0.38%
+$6,867.49 
DFAS Dimensional U.S. Small Cap ETF
+0.3%
+$1,024.8 
NEE NextEra Energy, Inc.
+0.26%
+$1,165.64 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$27,538.2 
WFC Wells Fargo & Company
+0.22%
+$1,383.13 
SPGP Invesco S&P 500 GARP ETF
+0.21%
+$601.8 
IWR iShares Russell Mid-Cap ETF
+0.2%
+$15,631.22 
MDY SPDR S&P MidCap 400 ETF Trust
+0.17%
+$3,259.74 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.17%
+$1,498.77 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$10,391.52 
IBMO iShares iBonds Dec 2026 Term ETF
+0.1%
+$222.95 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.09%
+$1,307.68 
DUHP Dimensional US High Profitability ETF
+0.08%
+$693.46 
QUAL iShares MSCI USA Quality Factor ETF
+0.07%
+$18,716.4 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$912.88 
VB Vanguard Small-Cap ETF
+0.05%
+$1,547.31 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$1,205.4 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.03%
+$221.99 
NEAR iShares Short Maturity Bond ETF
+0.03%
+$109.26 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.02%
+$75.74 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$148.03 
SHV iShares Short Treasury Bond ETF
+0.01%
+$31.18 
JPIE JPMorgan Income ETF
+0.01%
+$35.06 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$127.86 
XLF Financial Select Sector SPDR Fund
+0.01%
+$48.99 
ZAUG Innovator Equity Protector ETF - August Series
+0.01%
+$21.68 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$81.92 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$2.2 
FHEQ
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
NFTY First Trust India Nifty 50 Equal Weight ETF
0%
$0 
NSEP Innovator G100 Power Buffer ETF - September
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ZFEB
0%
$0 
ZNOV
0%
$0 
ZOCT
0%
$0 
INTC Intel Corporation
-6.72%
-$37,949.28 
ORCL Oracle Corporation
-6.49%
-$76,411 
MU Micron Technology, Inc.
-6.23%
-$86,466.53 
AMD Advanced Micro Devices, Inc.
-6.07%
-$57,448.44 
AVGO Broadcom Inc.
-5.52%
-$152,612.46 
BAI iShares A.I. Innovation and Tech Active ETF
-5.51%
-$123,581.67 
GS The Goldman Sachs Group, Inc.
-5.32%
-$32,755.56 
GOOGL Alphabet Inc
-4.78%
-$147,347.2 
MS Morgan Stanley
-4.77%
-$80,843.1 
HPE Hewlett Packard Enterprise Company
-4.73%
-$19,440.96 
GOOG Alphabet Inc
-4.7%
-$191,283.67 
WPM Wheaton Precious Metals Corp.
-4.5%
-$21,462.24 
CAT Caterpillar Inc.
-4.45%
-$122,742.06 
GE General Electric Company
-4.44%
-$14,096 
TXN Texas Instruments Inc
-3.85%
-$12,515.58 
COPX Global X Copper Miners ETF
-3.75%
-$55,659.27 
AMAT Applied Materials, Inc.
-3.46%
-$144,676.69 
MTUM iShares MSCI USA Momentum Factor ETF
-3.44%
-$10,020.42 
NVDA NVIDIA Corporation
-2.98%
-$366,819.72 
META Meta Platforms Inc Class A
-2.91%
-$36,296.45 
XLK State Street Technology Select Sector SPDR ETF
-2.69%
-$66,597.36 
ITA iShares U.S. Aerospace & Defense ETF
-2.6%
-$17,480.58 
SII Sprott Inc.
-2.49%
-$4,023.69 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.48%
-$29,609 
EEM iShares MSCI Emerging Markets ETF
-2.41%
-$12,026.14 
IWF iShares Russell 1000 Growth ETF
-2.32%
-$651,363.72 
IEMG iShares Core MSCI Emerging Markets ETF
-2.25%
-$21,619.62 
GLD SPDR Gold Shares
-2.07%
-$78,241.08 
CSCO Cisco Systems, Inc.
-2.03%
-$20,141.71 
IAU iShares Gold Trust
-2.02%
-$16,840.5 
IUSG iShares Core S&P U.S. Growth ETF
-2.01%
-$30,164.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.01%
-$8,050.88 
AVEM Avantis Emerging Markets Equity ETF
-2%
-$144,820.88 
QQQ Invesco QQQ Trust, Series 1
-1.98%
-$493,166 
AMZN Amazon.com Inc
-1.85%
-$118,351.21 
IWO iShares Russell 2000 Growth ETF
-1.81%
-$10,006.32 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.78%
-$59,015.85 
VUG Vanguard Growth ETF
-1.74%
-$154,398.42 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.7%
-$9,703.17 
IWP iShares Russell Mid-Cap Growth ETF
-1.69%
-$4,607.02 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.62%
-$4,275.82 
BA Boeing Company
-1.54%
-$4,225.98 
JPM JPMorgan Chase & Co.
-1.42%
-$72,551.65 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.34%
-$9,432 
IXUS iShares Core International Stock ETF
-1.33%
-$29,932.56 
RGLD Royal Gold Inc.
-1.29%
-$3,212.5 
VWO Vanguard FTSE Emerging Markets ETF
-1.29%
-$33,813.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.28%
-$25,404.47 
VEU Vanguard FTSE All-World ex-US ETF
-1.27%
-$12,766.64 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.25%
-$70,982.65 
TSLA Tesla, Inc.
-1.24%
-$14,175.7 
RTX RTX Corporation
-1.21%
-$2,838.02 
OEF iShares S&P 100 ETF
-1.05%
-$30,984.16 
ACWI iShares MSCI ACWI ETF
-1.04%
-$8,385.32 
NJUL Innovator Growth 100 Power Buffer ETF
-1.02%
-$4,113.4 
NOC Northrop Grumman Corporation
-0.99%
-$3,581.1 
TT Trane Technologies plc
-0.94%
-$3,659.24 
EFA iShares MSCI EAFE ETF
-0.94%
-$9,088.59 
IEFA iShares Core MSCI EAFE ETF
-0.92%
-$126,801.81 
XLC Communication Services Select Sector SPDR Fund
-0.9%
-$8,420.37 
AOA iShares Core Aggressive Allocation ETF
-0.9%
-$14,777.84 
PFF iShares Preferred and Income Securities ETF
-0.86%
-$1,991.74 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.84%
-$61,843.48 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$97,728.87 
VOO Vanguard S&P 500 ETF
-0.84%
-$7,036.38 
IVV iShares Core S&P 500 ETF
-0.83%
-$274,405.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.81%
-$67,674.02 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.78%
-$9,668.12 
IWB iShares Russell 1000 ETF
-0.75%
-$77,252 
FYEE Fidelity Yield Enhanced Equity Fund
-0.69%
-$3,555.72 
IQLT iShares MSCI International Quality Factor ETF
-0.67%
-$77,873.1 
VXF Vanguard Extended Market ETF
-0.65%
-$1,691.04 
DIHP Dimensional International High Profitability Portfolio
-0.64%
-$16,415.52 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.63%
-$5,748.52 
IJUL Innovator International Developed Power Buffer ETF
-0.59%
-$1,744.08 
AVUS Avantis U.S. Equity ETF
-0.56%
-$30,640.32 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.51%
-$40,650.24 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.5%
-$8,419.42 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.46%
-$2,717.55 
IWM iShares Russell 2000 ETF
-0.41%
-$30,152.15 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.37%
-$1,726.54 
BUFR FT Vestladder Buffer ETF-USD I
-0.37%
-$3,311.68 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.32%
-$878.55 
BMAR Innovator U.S. Equity Buffer ETF
-0.32%
-$1,549.57 
IDV iShares International Select Dividend ETF
-0.32%
-$929.21 
IOCT Innovator International Developed Power Buffer ETF – October
-0.31%
-$952.77 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.31%
-$1,243.38 
IBUF Innovator International Developed 10 Buffer ETF – Quarterly
-0.3%
-$681.01 
JPIN JPMorgan Diversified Return International Equity ETF
-0.3%
-$712.99 
EMBX VanEck Emerging Markets Bond ETF
-0.26%
-$779.43 
BAC Bank of America Corporation
-0.23%
-$2,754.86 
BSEP Innovator U.S. Equity Buffer ETF
-0.23%
-$585.83 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.23%
-$875.02 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.22%
-$535.79 
XLI Industrial Select Sector SPDR Fund
-0.22%
-$1,374.75 
NFLX Netflix, Inc.
-0.21%
-$3,166.04 
FAUG FT Vest U.S. Equity Buffer ETF
-0.21%
-$817.8 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.21%
-$695.88 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.21%
-$1,114.61 
ILTB iShares Core 10+ Year USD Bond ETF
-0.2%
-$1,598.17 
ICOW Pacer Developed Markets International ETF
-0.19%
-$7,761.92 
BNDX Vanguard Total International Bond ETF
-0.18%
-$493 
MUB iShares National Muni Bond ETF
-0.14%
-$648.21 
VTEB Vanguard Tax-Exempt Bond ETF
-0.14%
-$364.63 
FMHI First Trust Municipal High Income Fund
-0.14%
-$960.55 
FMB First Trust Managed Municipal Fund
-0.13%
-$1,429.05 
JMUB JPMorgan Municipal Bond ETF
-0.13%
-$6,768.19 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.1%
-$229.69 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.1%
-$271.37 
LMT Lockheed Martin Corporation
-0.1%
-$638.01 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.1%
-$872.05 
CLOI VanEck CLO ETF
-0.09%
-$224.32 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.09%
-$12,254.4 
FPE First Trust Preferred Securities and Income ETF
-0.08%
-$288.11 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$7,384.43 
MEAR iShares Short Maturity Bond ETF
-0.08%
-$1,509.08 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$1,217.97 
IBTL iShares iBonds Dec 2031 Term Fund
-0.07%
-$298.07 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$137.77 
FBND Fidelity Total Bond ETF
-0.06%
-$1,467.12 
FSMB First Trust Short Duration Managed Municipal ETF
-0.06%
-$254.99 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$123.31 
BINC iShares Flexible Income Active ETF
-0.05%
-$8,599.83 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.05%
-$265.17 
JBND JPMorgan Active Bond ETF
-0.05%
-$239.9 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.05%
-$173.33 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$254.24 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$412.8 
VO Vanguard Mid-Cap ETF
-0.04%
-$414.78 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$761.6 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$5,069.67 
JCPB JPMorgan Core Plus Bond ETF
-0.03%
-$1,524.89 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$178.79 
BALT Inn Defined Wealth Shield Mutual Fund
-0.03%
-$152.26 
IBTI iShares iBonds Dec 2028 Term ETF
-0.02%
-$77.22 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$82.53 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
-0.02%
-$123.61 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$138 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.01%
-$184.34 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$68.98 
JSCP JPMorgan Short Duration Core Plus ETF
-0.01%
-$37.05 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$25.59 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$1,513.24 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.01%
-$372.61 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$229.01 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$1,708.64 
AVLV Avantis U.S. Large Cap Value ETF
-0.01%
-$965.37 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$175.47 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$880.27 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3872 | Longs Won 2662/3872 68% | Profit Factor 7.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $358,287.68 |
| Average Win $84,927.31 | Best Trade (Jul 13) $11.48M | Sharpe Ratio -99.22 |
| Average Loss -$25,929.55 | Worst Trade (Sep 29) -$1.13M | Z-Score 6.8 (100%) |
| Commissions $0 | Avg. Trade Length 2y 5m 1w 4d | Expectancy $50,290.11 |
| 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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