JDM
Jeffrey D. Munjack Portfolio
Invests via JDM Financial Group LLC | Managed by Jeffrey D. Munjack
Invests via JDM Financial Group LLC
Managed by Jeffrey D. Munjack
Automatically Tracked
Jeffrey D. Munjack Profile
Jeffrey D. Munjack possesses a diverse background in finance and strategic leadership, demonstrating expertise across investment banking and corporate development. His notable career includes executive roles where he has been instrumental in guiding companies through critical growth phases and operational transformations. With a strong focus on market expansion, he is well-regarded for his ability to forge lasting relationships with stakeholders while driving innovation in financial services. Munjack's experience extends into both private equity and public markets, providing him with insights that influence deal structuring and business strategies essential for navigating complex economic landscapes.
Jeffrey D. Munjack possesses a diverse background in finance and strategic leadership, demonstrating expertise across investment banking and corporate development. His notable career includes executive roles where he has been instrumental in guiding companies through critical growth phases and operational transformations. With a strong focus on market expansion, he is well-regarded for his ability to forge lasting relationships with stakeholders while driving innovation in financial services. Munjack's experience extends into both private equity and public markets, providing him with insights that influence deal structuring and business strategies essential for navigating complex economic landscapes.
Investment Philosophy & Strategy
In the realm of capital deployment, Jeffrey D. Munjack leverages his extensive expertise to identify transformative opportunities within dynamic markets. With a solid foundation in finance, he emphasizes strategic expansion through partnerships and innovation, particularly in financial services. His approach involves discerning potential value catalysts while driving operational improvements that enhance competitive positioning. The interplay between stakeholder relationships and tactical investments underscores his vision for sustainable growth amidst evolving industry landscapes.
In the realm of capital deployment, Jeffrey D. Munjack leverages his extensive expertise to identify transformative opportunities within dynamic markets. With a solid foundation in finance, he emphasizes strategic expansion through partnerships and innovation, particularly in financial services. His approach involves discerning potential value catalysts while driving operational improvements that enhance competitive positioning. The interplay between stakeholder relationships and tactical investments underscores his vision for sustainable growth amidst evolving industry 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:
16.75%
Gain -0.01%
Monthly
0.65%
Yearly
8.09%
Drawdown
15.34%
$537.03M
Equity
Holdings
$537.03M
Investment
$451.29M
$112.88M
Profit -$36,882.58
Realized
$26.91M
Unrealized
$85.96M
Dividends
$11.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$36,882.58
Win %
83%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$36,882.58
Win %
83%
This Month
Compared to last month
Gain
-0.83%
Profit
-$4.47M
Win %
83%
This Year
Compared to last year
Gain
5.63%
Profit
$27.94M
Win %
82%
ARM Arm Holdings plc American Depositary Receipt
+11.27%
+$1,311.72 
AMKR Amkor Technology Inc.
+8.71%
+$470.73 
WDC Western Digital Corporation
+6.36%
+$336.4 
AMD Advanced Micro Devices, Inc.
+4.73%
+$2,057.68 
REAL The RealReal, Inc.
+4.47%
+$12.76 
CCL Carnival Corporation Ltd.
+3.77%
+$107.06 
GEV GE Vernova Inc.
+3.73%
+$2,438.64 
PWR Quanta Services Inc.
+3.58%
+$709.05 
TLSI TriSalus Life Sciences Inc.
+3.57%
+$68.9 
CON Concentra Group Holdings Inc.
+3.27%
+$54.29 
WPM Wheaton Precious Metals Corp.
+3.05%
+$206.4 
MKSI MKS Instruments Inc.
+3%
+$539.24 
CEG Constellation Energy Corporation
+2.86%
+$408.9 
ICOP iShares Copper and Metals Mining ETF
+2.81%
+$68.08 
NEM Newmont Corporation
+2.71%
+$211.2 
RJF Raymond James Financial Inc.
+2.65%
+$115.42 
GS The Goldman Sachs Group, Inc.
+2.62%
+$2,168.8 
TECL Direxion Daily Technology Bull 3x Shares
+2.54%
+$811.68 
T AT&T Inc.
+2.52%
+$53.36 
SAN Banco Santander S.A. Sponsored ADR
+2.47%
+$456.94 
SOLS Sollensys Corp.
+2.33%
+$34.02 
JPM JPMorgan Chase & Co.
+2.31%
+$260.28 
USB U.S. Bancorp
+2.27%
+$475.53 
FIS Fidelity National Information Services, Inc.
+2.22%
+$25.5 
WSM Williams-Sonoma, Inc.
+2.19%
+$148.8 
WTFC Wintrust Financial Corporation
+2.19%
+$160.27 
LFUS Littelfuse Inc.
+1.98%
+$128.24 
PM Philip Morris International Inc.
+1.95%
+$335.35 
TGT Target Corporation
+1.95%
+$155.4 
DINO HF Sinclair Corporation
+1.95%
+$63.92 
SPG Simon Property Group, Inc.
+1.95%
+$14,048.96 
JETS U.S. Global Jets ETF
+1.93%
+$140 
EWBC East West Bancorp Inc.
+1.88%
+$186.2 
XLB Materials Select Sector SPDR Fund
+1.87%
+$85.44 
FIX Comfort Systems USA, Inc.
+1.85%
+$102.57 
TSLA Tesla, Inc.
+1.82%
+$2,460.64 
BAX Baxter International Inc.
+1.81%
+$608.65 
JD JD.com Inc.
+1.78%
+$103.5 
XME SPDR S&P Metals & Mining ETF
+1.77%
+$137.94 
TMUS T-Mobile US, Inc.
+1.76%
+$341.12 
PKG Packaging Corporation of America
+1.71%
+$103.41 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$3,476.54 
WELL Welltower Inc.
+1.69%
+$35.6 
CRML Critical Metals Corp.
+1.64%
+$32.16 
WFC Wells Fargo & Company
+1.61%
+$618.45 
HUBB Hubbell Inc.
+1.61%
+$83.27 
LCII LCI Industries Inc.
+1.6%
+$49.98 
CPER United States Copper Index Fund
+1.57%
+$22.57 
BAC Bank of America Corporation
+1.56%
+$205.54 
EXC Exelon Corporation
+1.54%
+$123.2 
BLK BlackRock, Inc.
+1.52%
+$262.14 
COF Capital One Financial Corporation
+1.48%
+$193.68 
LYG Lloyds Banking Group Plc ADR
+1.48%
+$161.36 
RGLD Royal Gold Inc.
+1.47%
+$81 
CAT Caterpillar Inc.
+1.44%
+$219.98 
OMC Omnicom Group Inc.
+1.44%
+$10.9 
NRG NRG Energy, Inc.
+1.43%
+$26.55 
DTM Dt Midstream Inc.
+1.42%
+$35.82 
ADC Agree Realty Corporation
+1.4%
+$9.45 
COP ConocoPhillips
+1.4%
+$204.12 
CHRW C.H. Robinson Worldwide, Inc.
+1.38%
+$15.78 
PHG Koninklijke Philips N.V.
+1.34%
+$76.65 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.34%
+$415.2 
EGP EastGroup Properties Inc.
+1.3%
+$52.6 
CFR Cullen/Frost Bankers Inc.
+1.29%
+$35.91 
IFRA iShares U.S. Infrastructure
+1.29%
+$67.94 
C Citigroup Inc.
+1.27%
+$66.88 
NI NiSource Inc.
+1.27%
+$59.59 
CR Crane NXT Co.
+1.23%
+$62.5 
CAH Cardinal Health Inc.
+1.22%
+$1,646.29 
EQIX Equinix, Inc.
+1.22%
+$570.15 
TRGP Targa Resources Corp.
+1.2%
+$83.98 
IFN The India Fund, Inc.
+1.2%
+$56.16 
IWN iShares Russell 2000 Value ETF
+1.17%
+$1,650.6 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$427.6 
AFL Aflac Inc.
+1.16%
+$75.6 
BC Brunswick Corporation
+1.15%
+$56.4 
INDA ISHARES MSCI INDIA ETF
+1.13%
+$186.84 
AZO AutoZone Inc.
+1.12%
+$69.36 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$187.2 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$31.68 
AGO Assured Guaranty Ltd.
+1.08%
+$41 
ABNB Airbnb, Inc.
+1.08%
+$1,683.54 
ARTY iShares Future AI & Tech ETF
+1.08%
+$127.14 
JNJ Johnson & Johnson
+1.07%
+$655.32 
V Visa Inc. Class A
+1.05%
+$470.94 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$60.3 
SFBS ServisFirst Bancshares Inc.
+1.02%
+$41.5 
IDA Idacorp Inc.
+1%
+$9.94 
SCHH Schwab U.S. REIT ETF
+1%
+$1,567.2 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$164.22 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$3,595.35 
VO Vanguard Mid-Cap ETF
+0.97%
+$260,379.11 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$1,041.91 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$204.14 
ICF iShares Cohen & Steers Realty Majors ETF
+0.96%
+$646.8 
EQH Equitable Holdings, Inc.
+0.94%
+$48.79 
VTV Vanguard Value ETF
+0.94%
+$2,695.4 
VNQ Vanguard Real Estate ETF
+0.92%
+$126,650.7 
NDSN Nordson Corporation
+0.9%
+$30.96 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$930.02 
REZ iShares Residential and Multisector Real Estate ETF
+0.89%
+$9.84 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$405.14 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.89%
+$115.68 
IWM iShares Russell 2000 ETF
+0.87%
+$7,881.65 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$712.69 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$139,603.95 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$7,972.21 
MOO VanEck Agribusiness ETF
+0.85%
+$69.3 
ED Consolidated Edison, Inc.
+0.84%
+$90 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$185.1 
DSI iShares MSCI KLD 400 Social ETF
+0.83%
+$516.2 
JHMM John Hancock Multifactor Mid Cap ETF
+0.83%
+$129.93 
SDY SPDR S&P Dividend ETF
+0.83%
+$465 
SRE Sempra
+0.82%
+$1,050 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$994.56 
NVT nVent Electric plc
+0.8%
+$85.8 
XBI SPDR S&P Biotech ETF
+0.79%
+$84 
SO The Southern Company
+0.78%
+$73 
VDE Vanguard Energy ETF
+0.77%
+$40.92 
GE General Electric Company
+0.76%
+$782.31 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$15,553.42 
H Hyatt Hotels Corporation
+0.76%
+$39 
CVX Chevron Corporation
+0.75%
+$372.4 
XLE Energy Select Sector SPDR Fund
+0.75%
+$433.44 
RS Reliance Inc.
+0.73%
+$18 
HD The Home Depot, Inc.
+0.73%
+$71.4 
SNA Snap-on Inc.
+0.73%
+$39.34 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$5,568.51 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$1,516.32 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$980.1 
MA Mastercard Incorporated
+0.71%
+$69.4 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,480.82 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$131,834.67 
SCHC Schwab International Small-Cap Equity ETF
+0.71%
+$45.85 
VB Vanguard Small-Cap ETF
+0.7%
+$194,491.9 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$27,242.88 
INGR Ingredion Inc.
+0.68%
+$17.25 
COST Costco Wholesale Corporation
+0.68%
+$1,465.2 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$77.22 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$15,739.08 
VOOV Vanguard S&P 500 Value ETF
+0.68%
+$119.88 
HAUS Residential REIT ETF
+0.66%
+$6.87 
FNF Fidelity National Financial, Inc.
+0.65%
+$30.07 
MP MP Materials Corp.
+0.65%
+$11.84 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$46.2 
DOX Amdocs Limited
+0.64%
+$8.28 
DUK Duke Energy Corporation
+0.63%
+$23.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$6,995 
IYW iShares U.S. Technology ETF
+0.61%
+$223.48 
VTHR Vanguard Russell 3000 ETF
+0.61%
+$116.82 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$4,612.49 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.59%
+$66.88 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$77.25 
AVXC Avantis Emerging Markets Ex China ETF
+0.58%
+$96.96 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.58%
+$169.47 
LRGF iShares U.S. Equity Factor ETF
+0.57%
+$124.27 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$131.84 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$3,094.72 
IVV iShares Core S&P 500 ETF
+0.55%
+$85,878.19 
EWH iShares MSCI Hong Kong ETF
+0.55%
+$66 
VOO Vanguard S&P 500 ETF
+0.55%
+$1.12M 
MRNA Moderna, Inc.
+0.54%
+$40.5 
HON Honeywell International Inc.
+0.54%
+$89.25 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$35,263.53 
GOOGL Alphabet Inc
+0.53%
+$3,737.87 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$461.25 
SUSA iShares MSCI USA ESG Select ETF
+0.53%
+$556.8 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$161.33 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.5%
+$338.52 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$793.44 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,086.26 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$350 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$385.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$2,256.36 
GOOG Alphabet Inc
+0.45%
+$883.2 
WMT Walmart Inc.
+0.45%
+$354.78 
VT Vanguard Total World Stock ETF
+0.44%
+$256.36 
KMAY Innovator U.S. Small Cap Power Buffer ETF - May
+0.43%
+$25.87 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.43%
+$160,550.17 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$178.35 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$22,172.16 
AGM Federal Agricultural Mortgage Corporation
+0.41%
+$16.28 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.41%
+$20,811.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$55.42 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$66.99 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$117.6 
URTH iShares MSCI World ETF
+0.39%
+$1,136.49 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$238.08 
PEP PepsiCo, Inc.
+0.38%
+$32.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$498 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.34%
+$210 
GSK GSK plc Sponsored ADR
+0.34%
+$9.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$12,944.4 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$125.28 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.33%
+$44.4 
AMGN Amgen Inc.
+0.32%
+$228 
SNY Sanofi American Depositary Receipt
+0.32%
+$10.64 
AVY Avery Dennison Corporation
+0.32%
+$9.5 
WM Waste Management, Inc.
+0.3%
+$33 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$111,611.19 
SCHF Schwab International Equity ETF
+0.29%
+$3,134.96 
XOM Exxon Mobil Corporation
+0.28%
+$1,437.41 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,872.8 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+0.26%
+$3,595.79 
MMM 3M Company
+0.26%
+$10.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$8,952.38 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$66.04 
MSA Msa Safety Inc.
+0.25%
+$8.4 
OEF iShares S&P 100 ETF
+0.24%
+$86 
BP BP p.l.c. Sponsored ADR
+0.23%
+$12 
NMAY Innovator Growth-100 Power Buffer ETF May
+0.22%
+$13 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.2%
+$702.88 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.2%
+$2,259.22 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.2%
+$153.36 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.2%
+$183.09 
LECO Lincoln Electric Holdings, Inc.
+0.19%
+$8.5 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$4,260.06 
VGK Vanguard FTSE Europe ETF
+0.18%
+$49.92 
VUG Vanguard Growth ETF
+0.18%
+$540 
KJUL Innovator U.S. Small Cap Power Buffer ETF
+0.17%
+$4 
EAPR Innovator Emerging Markets Power Buffer ETF - April
+0.17%
+$10.12 
IJUL Innovator International Developed Power Buffer ETF
+0.17%
+$9.26 
STE STERIS plc
+0.16%
+$6.46 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$70.25 
NVDA NVIDIA Corporation
+0.16%
+$2,696 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.15%
+$163.73 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.14%
+$17.36 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$20.48 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$14.3 
EJAN Innovator Emerging Markets Power Buffer ETF
+0.11%
+$1,268.52 
IMAY Innovator International Developed Power Buffer ETF - May
+0.11%
+$12.78 
IFEB Innovator International Developed Power Buffer ETF - February
+0.11%
+$25.87 
IJAN Innovator International Developed Power Buffer ETF - January
+0.11%
+$3,402.55 
MSFT Microsoft Corp.
+0.1%
+$253.99 
IBB iShares Biotechnology ETF
+0.1%
+$20.57 
LVHB Innovator Lunt Low Vol/High Beta Tactical ETF
+0.1%
+$2,018.35 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$542.68 
IAU iShares Gold Trust
+0.08%
+$3.3 
BTC Grayscale Bitcoin Mini Trust ETF
+0.07%
+$4.72 
LDOS Leidos Holdings Inc.
+0.07%
+$2.64 
PSK SPDR ICE Preferred Securities ETF
+0.07%
+$27 
EJUL Innovator Emerging Markets Power Buffer ETF - July
+0.06%
+$1.42 
IAUG Innovator International Developed Power Buffer ETF – August
+0.06%
+$21 
GLD SPDR Gold Shares
+0.06%
+$37.62 
ZMAY Innovator EDP ETF -1 Yr May
+0.05%
+$3.39 
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$23.66 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.04%
+$15.04 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$10,647.94 
HYD VanEck High Yield Muni ETF
+0.04%
+$14.76 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$158.76 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$5,679 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.02%
+$1.93 
AVSF Avantis Short-Term Fixed Income ETF
0%
$0 
CRTX Cortexyme Inc
0%
$0 
HOLX Hologic Inc.
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
WOLF Wolfspeed, Inc.
-5.27%
-$2.4 
UAMY United States Antimony Corporation
-3.96%
-$81.2 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.93%
-$127.1 
USAR USA Rare Earth, Inc.
-2.53%
-$92.91 
LLY Eli Lilly and Company
-2.41%
-$419.25 
PLTR Palantir Technologies Inc.
-2.36%
-$991.89 
HMC Honda Motor Co., Ltd.
-2.33%
-$95.13 
ZTS Zoetis Inc.
-2.25%
-$91.5 
JOBY Joby Aviation, Inc.
-2.24%
-$210 
NKE Nike, Inc. - Class B
-2.24%
-$168.92 
ABT Abbott Laboratories
-1.64%
-$352.8 
AAPL Apple Inc.
-1.52%
-$86,895 
MU Micron Technology, Inc.
-1.43%
-$3,351.1 
GOLF Acushnet Holdings Corp.
-1.29%
-$70.4 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.24%
-$221.19 
AMZN Amazon.com Inc
-1.23%
-$7,719.65 
BA Boeing Company
-1.16%
-$1,019.1 
NFLX Netflix, Inc.
-1.14%
-$37.2 
HII Huntington Ingalls Industries Inc.
-1.09%
-$22.89 
E Eni S.p.A. Sponsored ADR
-1.04%
-$16.8 
UBER Uber Technologies, Inc.
-1.01%
-$105 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$3,366 
IBM International Business Machines Corporation
-0.95%
-$86.13 
AVGO Broadcom Inc.
-0.91%
-$1,816.5 
EW Edwards Lifesciences Corporation
-0.76%
-$87.75 
CATX Perspective Therapeutics Inc.
-0.67%
-$70 
CSCO Cisco Systems, Inc.
-0.6%
-$292 
NVS Novartis AG Sponsored ADR
-0.55%
-$43.35 
BSX Boston Scientific Corporation
-0.55%
-$6.76 
AKRE Akre Focus ETF
-0.49%
-$26.46 
AFRM Affirm Holdings, Inc.
-0.48%
-$53.44 
RPM RPM International Inc.
-0.45%
-$13.44 
MCK McKesson Corporation
-0.4%
-$78.5 
DGX Quest Diagnostics Inc.
-0.38%
-$8.47 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.38%
-$28.98 
RTX RTX Corporation
-0.37%
-$46.92 
DIS The Walt Disney Company
-0.3%
-$33 
BIDU Baidu Inc.
-0.29%
-$110.5 
META Meta Platforms Inc Class A
-0.26%
-$349.45 
TKR Timken Co.
-0.25%
-$10.54 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$4 
GILD Gilead Sciences Inc.
-0.22%
-$179.76 
SHEL Shell plc
-0.22%
-$13.68 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.22%
-$3,559.7 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.18%
-$2,773.18 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$30.8 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$43.92 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$2,639.97 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$819.84 
VHT Vanguard Health Care ETF
-0.12%
-$27.2 
PGX Invesco Preferred ETF
-0.09%
-$23.7 
PGF Invesco Financial Preferred ETF
-0.07%
-$18.9 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$73.25 
AVIG Avantis Core Fixed Income ETF
-0.06%
-$266.45 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-0.05%
-$2.71 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.04%
-$40.12 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.04%
-$287 
IBIT iShares Bitcoin Trust
-0.03%
-$1.55 
NXST Nexstar Media Group Inc.
-0.01%
-$0.3 
MUB iShares National Muni Bond ETF
-0.01%
-$3.56 Events
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Dividends
Dividend Analysis
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| Trades 1619 | Longs Won 1151/1619 71% | Profit Factor 68.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $625,293.6 |
| Average Win $99,528.01 | Best Trade (Jun 14) $16.49M | Sharpe Ratio -6.53 |
| Average Loss -$3,588.82 | Worst Trade (Mar 31) -$1.05M | Z-Score 15.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 1d | Expectancy $69,720.3 |
| 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 | 142,857 | 128,571 | 114,286 | 100,000 | 85,714 | 71,429 | 57,143 | 42,857 | 28,571 | 14,286 |
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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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