CQS
Credential Qtrade Securities Inc. Portfolio
Invests via Credential Qtrade Securities Inc. | Managed by John H. Bai
Invests via Credential Qtrade Securities Inc.
Managed by John H. Bai
Automatically Tracked
Company Profile
Canadian retail brokerage and wealth services provider focused on discount online trading, custodial brokerage and advisor platforms, Credential Qtrade Securities Inc. operates in the wealth management and capital markets channel, catering to DIY investors, financial advisors and institutional custodians. The firm is positioned for fee-based asset flows, trading commission income and platform distribution within the Canadian retail wealth ecosystem.
Canadian retail brokerage and wealth services provider focused on discount online trading, custodial brokerage and advisor platforms, Credential Qtrade Securities Inc. operates in the wealth management and capital markets channel, catering to DIY investors, financial advisors and institutional custodians. The firm is positioned for fee-based asset flows, trading commission income and platform distribution within the Canadian retail wealth ecosystem.
Investment Philosophy & Strategy
Positions itself as a low‑cost digital custody and execution platform emphasizing scale, operational efficiency and fee diversification. Prioritizes recurring revenue from advisory and custodial services while optimizing trading margins through electronic execution and technology-led automation. Capital allocation targets platform enhancements, compliance and API integrations to deepen advisor and institutional distribution. Risk discipline centers on regulatory compliance, margin and liquidity management; growth strategy favors market share gains in Canadian retail wealth and partner distribution.
Positions itself as a low‑cost digital custody and execution platform emphasizing scale, operational efficiency and fee diversification. Prioritizes recurring revenue from advisory and custodial services while optimizing trading margins through electronic execution and technology-led automation. Capital allocation targets platform enhancements, compliance and API integrations to deepen advisor and institutional distribution. Risk discipline centers on regulatory compliance, margin and liquidity management; growth strategy favors market share gains in Canadian retail wealth and partner distribution.
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:
-20.78%
Gain
Monthly
0.16%
Yearly
1.96%
Drawdown
52.24%
$2.24B
Equity
Holdings
$2.24B
Investment
$1.49B
$817.89M
Profit -$11.37M
Realized
$63.88M
Unrealized
$754M
Dividends
$211.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$11.37M
Win %
73%
This Week
Compared To Last Week
Gain
1.09%
Profit
$24.05M
Win %
73%
This Month
Compared to last month
Gain
1.89%
Profit
$41.5M
Win %
73%
This Year
Compared to last year
Gain
9.2%
Profit
$188.73M
Win %
73%
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+4.56%
+$968.2 
MU Micron Technology, Inc.
+4.06%
+$495,529.51 
FURY Fury Gold Mines Limited
+3.48%
+$668.95 
ACB Aurora Cannabis Inc.
+3.05%
+$1.5 
ASTL Algoma Steel Group Inc.
+2.84%
+$215.04 
ORCL Oracle Corporation
+2.67%
+$34,348.72 
TTE TotalEnergies SE
+2.49%
+$74,149.27 
CSCO Cisco Systems, Inc.
+2.42%
+$46,528.7 
MEOH Methanex Corporation
+2.35%
+$30,033.75 
HUM Humana Inc.
+2.3%
+$23,527.6 
HIG The Hartford Insurance Group, Inc.
+2.17%
+$52,492.82 
CINF Cincinnati Financial Corporation
+2.1%
+$118.4 
UNH UnitedHealth Group Incorporated
+2.08%
+$974,890.4 
SU Suncor Energy Inc.
+1.95%
+$145,131.74 
SHEL Shell plc
+1.88%
+$85,079.89 
CB Chubb Limited
+1.86%
+$4,598.78 
MNKD MannKind Corporation
+1.86%
+$205.35 
OVV Ovintiv Inc.
+1.79%
+$816.08 
RXO Rxo Inc.
+1.75%
+$5.5 
BTE Baytex Energy Corp
+1.71%
+$10.85 
HPE Hewlett Packard Enterprise Company
+1.64%
+$38,975.8 
ALB Albemarle Corporation
+1.56%
+$5,282.4 
CNQ Canadian Natural Resources Limited
+1.49%
+$1.64M 
F Ford Motor Company
+1.48%
+$14,683.2 
CVE Cenovus Energy Inc.
+1.47%
+$2,279.6 
XOM Exxon Mobil Corporation
+1.46%
+$15,670.41 
ABT Abbott Laboratories
+1.45%
+$26,570.46 
FNV Franco-Nevada Corporation
+1.45%
+$243,771.25 
DOW Dow Inc.
+1.28%
+$5,643.75 
AFG American Financial Group Inc.
+1.22%
+$19,971.21 
BP BP p.l.c. Sponsored ADR
+1.22%
+$19,734.92 
CVX Chevron Corporation
+1.19%
+$11,061.69 
IMO Imperial Oil Limited
+1.13%
+$30,541.05 
PSX Phillips 66
+1.12%
+$72.32 
ABBV AbbVie Inc.
+1.1%
+$24,823.54 
CEF Sprott Physical Gold and Silver Trust
+1.1%
+$118.25 
CM Canadian Imperial Bank of Commerce
+1.05%
+$60,815.22 
DVN Devon Energy Corporation
+1.05%
+$8,415.02 
TRUP Trupanion Inc.
+1.04%
+$13.74 
ON ON Semiconductor Corporation
+0.99%
+$9,674.4 
GLD SPDR Gold Shares
+0.97%
+$1,487.45 
JNJ Johnson & Johnson
+0.97%
+$97,739.46 
CVS CVS Health Corporation
+0.95%
+$43,342.13 
BMY Bristol-Myers Squibb Company
+0.94%
+$9,507.6 
CAT Caterpillar Inc.
+0.94%
+$550.74 
RTX RTX Corporation
+0.88%
+$197.22 
SA Seabridge Gold Inc.
+0.84%
+$10.25 
COP ConocoPhillips
+0.81%
+$248.43 
LLY Eli Lilly and Company
+0.81%
+$1,053.92 
SBAC SBA Communications Corporation
+0.79%
+$3,484.74 
PGR Progressive Corporation
+0.77%
+$13,351 
TAC TransAlta Corporation
+0.76%
+$124.7 
TEAM Atlassian Corporation Class A
+0.72%
+$20.77 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.64%
+$13,025 
NAK Northern Dynasty Minerals Ltd.
+0.62%
+$1.9 
LCII LCI Industries Inc.
+0.62%
+$4,803.9 
ADBE Adobe Inc.
+0.58%
+$59.84 
PH Parker-Hannifin Corporation
+0.56%
+$63.96 
EA Electronic Arts Inc.
+0.55%
+$8,647.57 
EOG EOG Resources, Inc.
+0.54%
+$4,228.44 
GNRC Generac Holdings Inc.
+0.54%
+$44.08 
EQIX Equinix, Inc.
+0.54%
+$12,906.05 
SLV iShares Silver Trust
+0.54%
+$67.5 
DINO HF Sinclair Corporation
+0.53%
+$7,493.4 
DOO BRP Inc. Subordinate Voting Shares
+0.51%
+$809.08 
MRK Merck & Co., Inc.
+0.45%
+$107.88 
STM STMicroelectronics N.V.
+0.45%
+$580.54 
CTVA Corteva Inc.
+0.45%
+$27.3 
CCI Crown Castle Inc.
+0.45%
+$70.35 
NSC Norfolk Southern Corporation
+0.38%
+$2,380.8 
ORAN Orange SA
+0.36%
+$4,211.6 
CAE CAE Inc.
+0.32%
+$3,086.32 
RY Royal Bank of Canada
+0.32%
+$131,288.42 
BNS Bank of Nova Scotia
+0.32%
+$86,993.4 
PBA Pembina Pipeline Corporation
+0.31%
+$17,570.4 
IBN ICICI Bank Limited Sponsored ADR
+0.3%
+$306.54 
BMO Bank of Montreal
+0.3%
+$522,537.4 
COR Cencora, Inc.
+0.26%
+$2,112.34 
RCI Rogers Communications Inc.
+0.24%
+$86,802.09 
SYY Sysco Corporation
+0.24%
+$435.6 
SLF Sun Life Financial Inc.
+0.24%
+$18,268.19 
MTUM iShares MSCI USA Momentum Factor ETF
+0.23%
+$619.5 
WBD Warner Bros. Discovery, Inc.
+0.22%
+$10.5 
CP Canadian Pacific Kansas City Limited
+0.21%
+$154,031.4 
LHX L3Harris Technologies, Inc.
+0.21%
+$10.8 
BEP Brookfield Renewable Partners L.P.
+0.19%
+$2,421.6 
MKL Markel Group Inc.
+0.19%
+$36.75 
MFC Manulife Financial Corporation
+0.17%
+$14,858.85 
MSI Motorola Solutions, Inc.
+0.16%
+$560.79 
IBB iShares Biotechnology ETF
+0.15%
+$3.48 
BIP Brookfield Infrastructure Partners L.P.
+0.14%
+$696.85 
HON Honeywell International Inc.
+0.13%
+$22.77 
TD The Toronto-Dominion Bank
+0.12%
+$318,638.85 
JPM JPMorgan Chase & Co.
+0.12%
+$2,852.87 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
+0.12%
+$365.02 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$602.39 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.09%
+$162.41 
GIL Gildan Activewear Inc.
+0.08%
+$2,009.88 
PAAS Pan American Silver Corp.
+0.08%
+$14 
BAC Bank of America Corporation
+0.07%
+$1,677.68 
ADSK Autodesk, Inc.
+0.06%
+$307.81 
REET iShares Global REIT ETF
+0.05%
+$165.79 
PYPL PayPal Holdings Inc
+0.04%
+$148.8 
UNP Union Pacific Corporation
+0.03%
+$163.5 
RIO Rio Tinto Plc Sponsored ADR
+0.02%
+$364.8 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$1,413.51 
TFII TFI International Inc.
+0.01%
+$554.75 
ANSS Ansys, Inc.
0%
$0 
ATS
0%
$0 
AZN
0%
$0 
BAM
0%
$0 
BERY Berry Global Group Inc.
0%
$0 
BLD TopBuild Corp
0%
$0 
BNRE
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CPG Crescent Point Energy Corp
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CVEWS
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GOLD
0%
$0 
GRPU
0%
$0 
K Kellanova Inc.
0%
$0 
KLG W.K. Kellogg Co.
0%
$0 
NGD New Gold Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SNDL Sundial Growers Inc.
0%
$0 
TIXT Telus International (Cda) Inc.
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.86%
-$80,626.48 
CXAI CxApp Inc.
-9.21%
-$0.01 
NFLX Netflix, Inc.
-7.34%
-$3,112.2 
AA Alcoa Corporation
-3.93%
-$110.4 
AAL American Airlines Group Inc.
-3.59%
-$29,909.6 
RYAAY Ryanair Holdings plc American Depositary Receipt
-3.46%
-$8,964.27 
KO The Coca-Cola Company
-3.3%
-$68,213.6 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-3.07%
-$210.8 
GSL Global Ship Lease Inc.
-3.03%
-$83,311.2 
CPRT Copart Inc.
-2.92%
-$31,694.85 
META Meta Platforms Inc Class A
-2.91%
-$167,783.68 
SITE SiteOne Landscape Supply Inc.
-2.88%
-$11,920.63 
ATR AptarGroup, Inc.
-2.87%
-$10,503.06 
MIDD The Middleby Corporation
-2.86%
-$1.14M 
OMC Omnicom Group Inc.
-2.73%
-$4,493.61 
GSK GSK plc Sponsored ADR
-2.7%
-$11,925.83 
BLCO Bausch + Lomb Corporation
-2.68%
-$13,878 
TTD The Trade Desk, Inc. Class A
-2.67%
-$51 
AMAT Applied Materials, Inc.
-2.66%
-$78,341.64 
MTCH Match Group, Inc.
-2.66%
-$128.4 
DPZ Domino's Pizza Inc.
-2.63%
-$34.64 
ONCY Oncolytics Biotech Inc.
-2.6%
-$1.2 
WAT Waters Corporation
-2.54%
-$18,451.2 
OTIS Otis Worldwide Corporation
-2.53%
-$81,597.4 
UBER Uber Technologies, Inc.
-2.5%
-$371 
LEN Lennar Corporation
-2.46%
-$103.41 
GPN Global Payments Inc.
-2.44%
-$641,192.44 
APO Apollo Global Management, Inc.
-2.43%
-$65.89 
IBM International Business Machines Corporation
-2.39%
-$2,024.01 
EW Edwards Lifesciences Corporation
-2.38%
-$206.91 
LOW Lowe's Companies Inc.
-2.25%
-$40,510.86 
GOOG Alphabet Inc
-2.22%
-$2.47M 
IDXX IDEXX Laboratories, Inc.
-2.2%
-$9,776.29 
GOOGL Alphabet Inc
-2.19%
-$688,684.71 
MCO Moody's Corporation
-2.16%
-$25,806.59 
MNST Monster Beverage Corporation
-2.13%
-$32,495.5 
NKE Nike, Inc. - Class B
-2.09%
-$13,674.72 
BBU Brookfield Business Partners L.P.
-2.08%
-$69.01 
DAL Delta Air Lines, Inc.
-2.08%
-$45,179.15 
EFX Equifax Inc.
-2.08%
-$6,986.32 
FSV FirstService Corporation
-2.06%
-$30,714 
DSGX The Descartes Systems Group Inc.
-2.06%
-$18,779.28 
RBA Rb Global Inc.
-2.02%
-$163,993.77 
PTC PTC Inc.
-2.02%
-$5,147.71 
MLM Martin Marietta Materials, Inc.
-1.99%
-$12,431.49 
SAP SAP SE Sponsored ADR
-1.99%
-$1.09M 
FISV Fiserv, Inc.
-1.95%
-$11,523.09 
DIS The Walt Disney Company
-1.93%
-$2,818.56 
CRH CRH plc
-1.92%
-$2,196.46 
SHOP Shopify Inc.
-1.92%
-$41,627.97 
ACN Accenture plc Class A
-1.92%
-$34,566.83 
IQV IQVIA Holdings Inc.
-1.91%
-$467,985.44 
WCN Waste Connections Inc.
-1.9%
-$154,901.38 
KMX CarMax Inc.
-1.88%
-$4,755.3 
NVO Novo Nordisk A/S Sponsored ADR
-1.87%
-$28,840.96 
STN Stantec Inc.
-1.87%
-$34,770.12 
MSFT Microsoft Corp.
-1.82%
-$488,540.26 
SFBS ServisFirst Bancshares Inc.
-1.81%
-$11,942.4 
MGA Magna International Inc.
-1.81%
-$84,857.1 
TSLA Tesla, Inc.
-1.8%
-$1,767.04 
RCL Royal Caribbean Group
-1.8%
-$1,585.5 
FIS Fidelity National Information Services, Inc.
-1.78%
-$66.12 
TMO Thermo Fisher Scientific Inc.
-1.77%
-$841,012.88 
WFG West Fraser Timber Co. Ltd.
-1.77%
-$210.82 
TRU TransUnion
-1.76%
-$6,869.96 
TU TELUS Corporation
-1.75%
-$61,650.69 
WMB The Williams Companies, Inc.
-1.75%
-$105,249.55 
ROK Rockwell Automation, Inc.
-1.74%
-$7,918.63 
V Visa Inc. Class A
-1.73%
-$1.63M 
MAS Masco Corporation
-1.72%
-$11,360.25 
DEO Diageo plc Sponsored ADR
-1.71%
-$317,705.76 
ITW Illinois Tool Works Inc.
-1.71%
-$12,333.55 
SBUX Starbucks Corporation
-1.69%
-$9,547.11 
MA Mastercard Incorporated
-1.67%
-$120,420.49 
SPGI S&P Global Inc.
-1.64%
-$136,749.59 
RMD ResMed Inc.
-1.61%
-$547,608.88 
BSX Boston Scientific Corporation
-1.6%
-$18,216.77 
SHW The Sherwin-Williams Company
-1.6%
-$15,001.23 
ICE Intercontinental Exchange, Inc.
-1.54%
-$102,882.45 
TXN Texas Instruments Inc
-1.52%
-$54,043.68 
AXP American Express Company
-1.52%
-$787.93 
PEP PepsiCo, Inc.
-1.52%
-$426,532.24 
CTAS Cintas Corporation
-1.52%
-$489.84 
RELX Relx PLC Sponsored ADR
-1.51%
-$11,394.89 
RSG Republic Services, Inc.
-1.5%
-$45,126.99 
EMBC Embecta Corp.
-1.49%
-$0.3 
OZK Bank OZK
-1.49%
-$16,309.55 
COF Capital One Financial Corporation
-1.48%
-$84.78 
WM Waste Management, Inc.
-1.46%
-$41,488.8 
CIGI Colliers International Group Inc.
-1.46%
-$37,899.64 
QSR Restaurant Brands International Inc.
-1.46%
-$971,748 
WMG Warner Music Group Corp.
-1.45%
-$1,506.04 
HD The Home Depot, Inc.
-1.44%
-$26,872 
XPO XPO Inc.
-1.44%
-$34.76 
BX Blackstone Inc.
-1.43%
-$92.5 
GIS General Mills, Inc.
-1.42%
-$86.9 
MCD McDonald's Corporation
-1.42%
-$83,237.43 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
-1.41%
-$2,380.23 
ALGN Align Technology, Inc.
-1.4%
-$60 
ZTS Zoetis Inc.
-1.39%
-$2,086.5 
WD Walker & Dunlop Inc.
-1.38%
-$10.57 
CCL Carnival Corporation Ltd.
-1.34%
-$144 
AVY Avery Dennison Corporation
-1.34%
-$2,042.66 
DHR Danaher Corporation
-1.31%
-$85,953.39 
BDX Becton, Dickinson and Company
-1.3%
-$21,335.31 
HSY The Hershey Company
-1.3%
-$9,375.1 
AX Axos Financial Inc.
-1.3%
-$22,659.07 
BNGO Bionano Genomics Inc.
-1.28%
-$0.03 
STZ Constellation Brands, Inc.
-1.27%
-$6,807.55 
POST Post Holdings Inc.
-1.25%
-$11,143 
BN Brookfield Corporation
-1.24%
-$1.12M 
ING ING Groep N.V. Sponsored ADR
-1.22%
-$4,851.6 
LULU lululemon athletica inc.
-1.17%
-$32.09 
CME CME Group Inc.
-1.17%
-$54,616.32 
ROP Roper Technologies Inc.
-1.17%
-$19,409.7 
SNOW Snowflake Inc.
-1.16%
-$237.88 
ATHM Autohome Inc. ADR
-1.15%
-$315.25 
XYL Xylem Inc.
-1.12%
-$50.4 
GFL GFL Environmental Inc.
-1.11%
-$37.4 
CRM Salesforce Inc
-1.07%
-$5,741.19 
CFR Cullen/Frost Bankers Inc.
-1.06%
-$38.06 
TEX Terex Corporation
-1.05%
-$11,695.5 
EXPE Expedia Group, Inc.
-1.05%
-$56.8 
AMGN Amgen Inc.
-1.05%
-$15,902.28 
ABNB Airbnb, Inc.
-1.03%
-$70.38 
INTU Intuit Inc.
-1.03%
-$3,321.46 
NVDA NVIDIA Corporation
-1.01%
-$21,997.4 
AIA iShares Asia 50 ETF
-1%
-$933.66 
CCEP Coca-Cola Europacific Partners PLC
-1%
-$29,623.9 
EPAM Epam Systems Inc.
-1%
-$1,696.62 
CLS Celestica Inc.
-0.99%
-$25,961.16 
RPM RPM International Inc.
-0.99%
-$40.95 
ALC Alcon Inc.
-0.98%
-$33.12 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-0.96%
-$992.22 
BALL Ball Corp.
-0.96%
-$390,840.89 
PLD Prologis Inc.
-0.95%
-$148.72 
IEX IDEX Corporation
-0.95%
-$87.2 
BCE BCE Inc.
-0.95%
-$50,180.13 
ADI Analog Devices, Inc.
-0.94%
-$406.98 
KHC The Kraft Heinz Company
-0.92%
-$14.64 
COST Costco Wholesale Corporation
-0.91%
-$127,507.53 
DSI iShares MSCI KLD 400 Social ETF
-0.91%
-$14,824.96 
OTEX Open Text Corporation
-0.9%
-$14,663.25 
IEMG iShares Core MSCI Emerging Markets ETF
-0.89%
-$4,317.34 
PUK Prudential plc ADR
-0.87%
-$34.75 
CMCSA Comcast Corp
-0.87%
-$1,547.65 
AQN Algonquin Power & Utilities Corp.
-0.85%
-$150 
VRSK Verisk Analytics Inc.
-0.85%
-$9,360.59 
BLK BlackRock, Inc.
-0.83%
-$7,584.6 
GM General Motors Company
-0.83%
-$16.77 
QCOM QUALCOMM Incorporated
-0.82%
-$3,110.8 
VLTO Veralto Corporation
-0.82%
-$760.76 
SPT Sprout Social, Inc. Class A Common Stock
-0.81%
-$3.5 
GOOS Canada Goose Holdings Inc.
-0.81%
-$127.84 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$2,316.93 
DG Dollar General Corporation
-0.79%
-$17.17 
IBKR Interactive Brokers Group Inc.
-0.78%
-$43,168.32 
LIN Linde plc
-0.78%
-$420,760.92 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$41.37 
MDT Medtronic plc
-0.77%
-$13,272.32 
ECL Ecolab Inc.
-0.76%
-$48.3 
CSX CSX Corporation
-0.76%
-$7,159.46 
FDX FedEx Corporation
-0.75%
-$7,920.03 
CBOE Cboe Global Markets Inc.
-0.75%
-$4,556.72 
CACC Credit Acceptance Corporation
-0.74%
-$7,546.06 
NXPI NXP Semiconductors N.V.
-0.74%
-$2,948.67 
GXO GXO Logistics Inc.
-0.73%
-$4.4 
NEM Newmont Corporation
-0.73%
-$374.88 
XEL Xcel Energy Inc.
-0.71%
-$9,119.1 
AMP Ameriprise Financial, Inc.
-0.69%
-$55.35 
SCHW Charles Schwab Corporation
-0.68%
-$5,444.6 
KD Kyndryl Holdings Inc.
-0.67%
-$5.76 
GWW W.W. Grainger, Inc.
-0.67%
-$8,984.51 
EVRG Evergy Inc.
-0.66%
-$8,287.23 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.63%
-$10,198.58 
ELVA Electrovaya Inc.
-0.63%
-$6.72 
IYY iShares Dow Jones U.S. ETF
-0.62%
-$57 
IVV iShares Core S&P 500 ETF
-0.62%
-$1,596.29 
IXUS iShares Core International Stock ETF
-0.62%
-$219,361.22 
HBM Hudbay Minerals Inc.
-0.6%
-$46.75 
MCHP Microchip Technology Incorporated
-0.6%
-$33.32 
RTO Rentokil Initial plc Sponsored ADR
-0.59%
-$736.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.59%
-$265,235.83 
AON Aon plc
-0.58%
-$5,413.7 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$154,735.81 
NI NiSource Inc.
-0.56%
-$7,989.8 
TMUS T-Mobile US, Inc.
-0.54%
-$6,563.61 
WEC WEC Energy Group Inc.
-0.52%
-$5,856.6 
QS QuantumScape Corp
-0.51%
-$18 
APH Amphenol Corporation
-0.51%
-$7,295.85 
BAH Booz Allen Hamilton Holding Corporation
-0.51%
-$1,188.33 
TRP TC Energy Corporation
-0.5%
-$106,708.35 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$28,975.72 
MRSH Marsh & McLennan Companies, Inc.
-0.47%
-$6,855.06 
BEPC Brookfield Renewable Corporation
-0.47%
-$1,036.65 
UPS United Parcel Service, Inc.
-0.47%
-$561 
WAB Wabtec Corporation
-0.46%
-$2.44 
PG Procter & Gamble Co
-0.45%
-$10,713.4 
MDLZ Mondelez International, Inc.
-0.44%
-$7,308.09 
AMZN Amazon.com Inc
-0.44%
-$40,378.12 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.43%
-$831.77 
CNX CNX Resources Corporation
-0.42%
-$14 
AME Ametek Inc.
-0.42%
-$16,355.79 
EL The Estée Lauder Companies Inc. Class A
-0.39%
-$2,045.44 
SNY Sanofi American Depositary Receipt
-0.39%
-$6,682.7 
TECK Teck Resources Ltd.
-0.39%
-$2,352.74 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$744.04 
MS Morgan Stanley
-0.36%
-$1,039.64 
BMRN Biomarin Pharmaceutical Inc.
-0.35%
-$2,063.67 
VGT Vanguard Information Technology ETF
-0.35%
-$297.6 
ICLR ICON plc
-0.34%
-$395.56 
T AT&T Inc.
-0.34%
-$4,080 
WMT Walmart Inc.
-0.34%
-$540.15 
HR Healthcare Realty Trust Incorporated
-0.33%
-$44.8 
FTS Fortis Inc.
-0.32%
-$14,388 
AAPL Apple Inc.
-0.3%
-$61,870.95 
HDB HDFC Bank Limited ADR
-0.3%
-$550.24 
ATO Atmos Energy Corporation
-0.29%
-$14.56 
WPM Wheaton Precious Metals Corp.
-0.28%
-$24,313.6 
NEE NextEra Energy, Inc.
-0.27%
-$3,282.72 
MLI Mueller Industries Inc.
-0.25%
-$6,774 
PEG Public Service Enterprise Group Incorporated
-0.25%
-$2,809 
GWRE GUIDEWIRE SOFTWARE INC
-0.21%
-$3,895.36 
SRE Sempra
-0.21%
-$2,308 
XLV Health Care Select Sector SPDR Fund
-0.19%
-$213.59 
BIPC Brookfield Infrastructure Partners L.P.
-0.18%
-$1.95 
ELS Equity Lifestyle Properties Inc.
-0.18%
-$4.08 
DE Deere & Company
-0.18%
-$3,325.47 
VHT Vanguard Health Care ETF
-0.16%
-$457.87 
NRC National Research Corporation
-0.16%
-$84.21 
PFE Pfizer Inc.
-0.16%
-$1,157.04 
BF-B Brown-Forman Corporation
-0.15%
-$1.68 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.15%
-$6 
NOW ServiceNow, Inc.
-0.14%
-$760.51 
GIB CGI Inc.
-0.13%
-$48,935.79 
BBUC Brookfield Business Corp Class A
-0.13%
-$25 
TJX The TJX Companies, Inc.
-0.11%
-$8,938.07 
VRTX Vertex Pharmaceuticals Incorporated
-0.09%
-$366.24 
AVGO Broadcom Inc.
-0.08%
-$22,335.88 
VZ Verizon Communications Inc.
-0.08%
-$41.48 
GD General Dynamics Corporation
-0.06%
-$3.29 
AEM Agnico Eagle Mines Limited
-0.06%
-$3,504.28 
APD Air Products and Chemicals, Inc.
-0.06%
-$1,091.97 
CBSH Commerce Bancshares, Inc.
-0.05%
-$9.83 
EFXT Enerflex Ltd.
-0.04%
-$21.27 
DOX Amdocs Limited
-0.04%
-$70.7 
WFC Wells Fargo & Company
-0.03%
-$142.87 
UI Ubiquiti Inc.
-0.03%
-$3.5 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$9.55 Events
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Dividends
Dividend Analysis
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| Trades 6566 | Longs Won 3877/6566 59% | Profit Factor 4.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.42M |
| Average Win $265,879.03 | Best Trade (Jul 17) $74.36M | Sharpe Ratio -16.48 |
| Average Loss -$79,184.12 | Worst Trade (Jun 30) -$8.12M | Z-Score -3.78 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6m 4d | Expectancy $124,563.95 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
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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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