Evelyn Partners Asset Management Ltd. Portfolio
Invests via Evelyn Partners Asset Management Ltd. | Managed by Matthew Francis Dean
Invests via Evelyn Partners Asset Management Ltd.
Managed by Matthew Francis Dean
Automatically Tracked
Company Profile
UK-based wealth and asset manager focusing on discretionary and advisory mandates across private clients, intermediaries and institutional channels. Evelyn Partners Asset Management Ltd. offers multi-asset portfolios, model-driven strategies and fiduciary investment solutions, emphasizing outcomes-based wealth preservation and income generation. Capital allocation leans to equities, fixed income and alternatives with a bias toward diversified risk-managed solutions; positioned as a mid-market, advice-led asset manager serving advisers and high-net-worth clients.
UK-based wealth and asset manager focusing on discretionary and advisory mandates across private clients, intermediaries and institutional channels. Evelyn Partners Asset Management Ltd. offers multi-asset portfolios, model-driven strategies and fiduciary investment solutions, emphasizing outcomes-based wealth preservation and income generation. Capital allocation leans to equities, fixed income and alternatives with a bias toward diversified risk-managed solutions; positioned as a mid-market, advice-led asset manager serving advisers and high-net-worth clients.
Investment Philosophy & Strategy
Outcomes-focused, multi-asset investment approach prioritizes capital preservation, sustainable income and long-term real returns for adviser-led private and institutional clients. Portfolios blend active equity, diversified fixed income and alternatives under model-driven, discretionary governance to manage drawdowns and target volatility. Allocation favors pragmatic diversification, tactical risk budgeting and income-producing assets, with fiduciary stewardship, cost awareness and scenario-based stress testing guiding capital deployment. Emphasis on advisor distribution, customizable mandate solutions, and a mid-market orientation that balances growth opportunities with liability-sensitive, income-generation objectives over a medium-to-long investment horizon.
Outcomes-focused, multi-asset investment approach prioritizes capital preservation, sustainable income and long-term real returns for adviser-led private and institutional clients. Portfolios blend active equity, diversified fixed income and alternatives under model-driven, discretionary governance to manage drawdowns and target volatility. Allocation favors pragmatic diversification, tactical risk budgeting and income-producing assets, with fiduciary stewardship, cost awareness and scenario-based stress testing guiding capital deployment. Emphasis on advisor distribution, customizable mandate solutions, and a mid-market orientation that balances growth opportunities with liability-sensitive, income-generation objectives over a medium-to-long investment horizon.
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:
42.96%
Gain
Monthly
1.94%
Yearly
26.07%
Drawdown
16.61%
$412.91M
Equity
Holdings
$412.91M
Investment
$403.47M
$184.34M
Profit -$3.38M
Realized
$174.9M
Unrealized
$9.44M
Dividends
$7.75M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.38M
Win %
63%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$3.47M
Win %
63%
This Month
Compared to last month
Gain
0.62%
Profit
$2.54M
Win %
63%
This Year
Compared to last year
Gain
3.67%
Profit
$14.63M
Win %
64%
TRV The Travelers Companies, Inc.
+7.91%
+$774.74 
MU Micron Technology, Inc.
+4.02%
+$141,377.63 
Q Qnity Electronics Inc.
+2.98%
+$5,090.39 
ALL Allstate Corporation
+2.64%
+$306.24 
CSCO Cisco Systems, Inc.
+2.54%
+$28,153.89 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+2.42%
+$2.83 
CB Chubb Limited
+2.27%
+$67,384.68 
PANW Palo Alto Networks, Inc.
+2.2%
+$358.57 
SHEL Shell plc
+2.07%
+$485.76 
CC Chemours Co.
+2.05%
+$1,136 
NOC Northrop Grumman Corporation
+2.04%
+$751.89 
UNH UnitedHealth Group Incorporated
+2.04%
+$2,045.31 
CNC Centene Corporation
+1.83%
+$475.02 
DOW Dow Inc.
+1.83%
+$2,430.51 
ETN Eaton Corporation plc
+1.77%
+$1,156.65 
XBI SPDR S&P Biotech ETF
+1.68%
+$335.36 
CAT Caterpillar Inc.
+1.65%
+$274.17 
MO Altria Group, Inc.
+1.64%
+$216.29 
XOM Exxon Mobil Corporation
+1.63%
+$11,343.08 
FANG Diamondback Energy Inc
+1.6%
+$48.8 
SOLS Sollensys Corp
+1.5%
+$22.72 
ABT Abbott Laboratories
+1.49%
+$473.34 
TFPM Triple Flag Precious Metals Corp
+1.47%
+$1,600 
BMY Bristol-Myers Squibb Company
+1.45%
+$668.5 
FNV Franco-Nevada Corporation
+1.43%
+$7,627.5 
BP BP p.l.c. Sponsored ADR
+1.4%
+$147.78 
MPWR Monolithic Power Systems, Inc.
+1.39%
+$1,525.44 
IGR CBRE Global Real Estate Income Fund
+1.38%
+$183.5 
JNJ Johnson & Johnson
+1.38%
+$60,823.5 
AFL Aflac Inc.
+1.37%
+$172.38 
CRWD CrowdStrike Holdings, Inc.
+1.34%
+$2,093.36 
ABBV AbbVie Inc.
+1.34%
+$5,477.4 
SA Seabridge Gold Inc.
+1.33%
+$487.5 
RTX RTX Corporation
+1.3%
+$3,921.31 
OXY Occidental Petroleum Corporation
+1.29%
+$22.77 
CVX Chevron Corporation
+1.26%
+$238.96 
ON ON Semiconductor Corporation
+1.23%
+$719.28 
PM Philip Morris International Inc.
+1.21%
+$144.27 
DD DuPont de Nemours, Inc.
+1.09%
+$1,225.66 
L Loews Corporation
+1.04%
+$598.57 
GLD SPDR Gold Shares
+1.03%
+$231,454.32 
LMT Lockheed Martin Corporation
+1.02%
+$120.41 
IAU iShares Gold Trust
+1.02%
+$57,747.84 
SGOL abrdn Physical Gold Shares ETF
+0.99%
+$68,172.37 
EQIX Equinix, Inc.
+0.98%
+$483.14 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
+0.87%
+$2,029.3 
VDE Vanguard Energy ETF
+0.87%
+$88,835.6 
COP ConocoPhillips
+0.87%
+$64.68 
MRK Merck & Co., Inc.
+0.85%
+$128.62 
SBAC SBA Communications Corporation
+0.85%
+$167.22 
MET MetLife Inc.
+0.82%
+$181.72 
SUNB Sunbelt Rentals Holdings, Inc.
+0.82%
+$332.75 
FCX Freeport-McMoRan Inc.
+0.82%
+$44.64 
HAL Halliburton Company
+0.76%
+$11.66 
ICLN iShares Global Clean Energy ETF
+0.74%
+$280.8 
LLY Eli Lilly and Company
+0.74%
+$12,392.63 
PGR Progressive Corporation
+0.74%
+$734.77 
WTM White Mountains Insurance Group Ltd.
+0.73%
+$2,460.92 
LHX L3Harris Technologies, Inc.
+0.72%
+$83.64 
BBH VanEck Biotech ETF
+0.71%
+$1,366.33 
MPC Marathon Petroleum Corporation
+0.7%
+$25.68 
GD General Dynamics Corporation
+0.68%
+$382.5 
JCI Johnson Controls International plc
+0.67%
+$79.8 
CTVA Corteva Inc.
+0.66%
+$4,411.4 
INCO Columbia India Consumer ETF
+0.63%
+$111 
SIVR abrdn Physical Silver Shares ETF
+0.62%
+$7,494.63 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.61%
+$2,104.48 
LNG Cheniere Energy Inc.
+0.58%
+$13.5 
EA Electronic Arts Inc.
+0.57%
+$609.45 
MOO VanEck Agribusiness ETF
+0.54%
+$566.93 
MCK McKesson Corporation
+0.53%
+$67.24 
GDX VanEck Gold Miners ETF
+0.52%
+$68,663.49 
AMT American Tower Corporation
+0.51%
+$292.4 
JPM JPMorgan Chase & Co.
+0.5%
+$1,372.53 
MKL Markel Group Inc.
+0.49%
+$19.3 
HON Honeywell International Inc.
+0.48%
+$81.2 
DE Deere & Company
+0.42%
+$55.28 
MSI Motorola Solutions, Inc.
+0.41%
+$4,098.25 
TDY Teledyne Technologies Incorporated
+0.38%
+$121.25 
PAAS Pan American Silver Corp.
+0.36%
+$57.68 
RIO Rio Tinto Plc Sponsored ADR
+0.31%
+$5,187.28 
BAC Bank of America Corporation
+0.27%
+$2,922.32 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$12,966.16 
VTV Vanguard Value ETF
+0.23%
+$163.2 
EPP iShares MSCI Pacific ex Japan ETF
+0.23%
+$555.12 
TIP iShares TIPS Bond ETF
+0.22%
+$931.68 
FG F&G Annuities & Life Inc.
+0.18%
+$0.54 
HDV iShares Core High Dividend ETF
+0.16%
+$743.4 
ASML ASML Holding N.V. New York Registry Shares
+0.15%
+$5,662.58 
SCHV Schwab U.S. Large-Cap Value ETF
+0.15%
+$133.35 
IEF iShares 7-10 Year Treasury Bond ETF
+0.14%
+$1,485.67 
WFC Wells Fargo & Company
+0.14%
+$17.4 
OKE ONEOK, Inc.
+0.13%
+$10.44 
STIP iShares 0-5 Year TIPS Bond ETF
+0.11%
+$1,013.73 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.11%
+$31.28 
AEP American Electric Power Company, Inc.
+0.1%
+$162.5 
NEE NextEra Energy, Inc.
+0.09%
+$348.16 
APH Amphenol Corporation
+0.08%
+$140.27 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$523.87 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.06%
+$47.87 
IEI iShares 3-7 Year Treasury Bond ETF
+0.05%
+$96.12 
IWO iShares Russell 2000 Growth ETF
+0.05%
+$5.94 
PJT PJT Partners Inc.
+0.05%
+$5.2 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$201.72 
TEL TE Connectivity plc
+0.03%
+$12.35 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$236.81 
TJX The TJX Companies, Inc.
+0.01%
+$1.26 
EWU iShares MSCI United Kingdom ETF
+0.01%
+$5.79 
IQLT iShares MSCI International Quality Factor ETF
+0.01%
+$0.25 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$6.5 
DVY iShares Select Dividend ETF
0%
+$1.4 
PYPL PayPal Holdings Inc
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.52%
-$248,879.12 
NFLX Netflix, Inc.
-7.36%
-$13,140 
AXON Axon Enterprise, Inc.
-5.69%
-$1,694.55 
CQQQ Invesco China Technology ETF
-5.17%
-$289,738.56 
META Meta Platforms Inc Class A
-4.67%
-$179,562.15 
SBLK Star Bulk Carriers Corp.
-3.71%
-$517.24 
TTD The Trade Desk, Inc. Class A
-3.48%
-$94.43 
IBM International Business Machines Corporation
-3.25%
-$312.84 
TCOM Trip.com Group Limited American Depositary Receipt
-3.1%
-$6,655.76 
SYK Stryker Corporation
-2.98%
-$290,058.37 
KO The Coca-Cola Company
-2.88%
-$19,519.15 
NDAQ Nasdaq, Inc.
-2.68%
-$979.11 
GPN Global Payments Inc.
-2.6%
-$192.28 
HCA HCA Healthcare Inc.
-2.56%
-$2,046.19 
BKNG Booking Holdings Inc.
-2.42%
-$248,310.5 
OTIS Otis Worldwide Corporation
-2.33%
-$2,028.25 
MSFT Microsoft Corp.
-2.29%
-$369,531.72 
GOOG Alphabet Inc
-2.27%
-$26,040.91 
GOOGL Alphabet Inc
-2.27%
-$362,000.88 
GBX Greenbrier Companies, Inc.
-2.19%
-$1,149.12 
WAT Waters Corporation
-2.17%
-$201,292.53 
SAP SAP SE Sponsored ADR
-2.08%
-$1,429.23 
DIS The Walt Disney Company
-2.05%
-$150,472.44 
ACN Accenture plc Class A
-2.02%
-$72,443.48 
IDXX IDEXX Laboratories, Inc.
-2.01%
-$162.4 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-2.01%
-$449.9 
AMAT Applied Materials, Inc.
-1.98%
-$799.2 
V Visa Inc. Class A
-1.96%
-$261,225.25 
NVO Novo Nordisk A/S Sponsored ADR
-1.93%
-$36,260.79 
MNST Monster Beverage Corporation
-1.93%
-$1,030.62 
MCO Moody's Corporation
-1.91%
-$89.28 
DHI D.R. Horton, Inc.
-1.9%
-$676.83 
GHC Graham Holdings Co.
-1.88%
-$35,370.69 
TSLA Tesla, Inc.
-1.87%
-$365 
PLTR Palantir Technologies Inc.
-1.86%
-$7,725.42 
SHOP Shopify Inc.
-1.79%
-$2,434.88 
NKE Nike, Inc. - Class B
-1.77%
-$1,668.48 
MA Mastercard Incorporated
-1.75%
-$151,586.92 
ADP Automatic Data Processing Inc.
-1.73%
-$161,255.35 
MTZ MasTec, Inc. Common Stock
-1.68%
-$1,430 
ELV Elevance Health, Inc.
-1.67%
-$74.76 
ICE Intercontinental Exchange, Inc.
-1.67%
-$1,980.04 
VWO Vanguard FTSE Emerging Markets ETF
-1.6%
-$6,470.02 
DOCU DocuSign Inc.
-1.59%
-$38.25 
CRH CRH plc
-1.59%
-$1,256.25 
ITW Illinois Tool Works Inc.
-1.58%
-$67.2 
SPGI S&P Global Inc.
-1.55%
-$3,007.53 
EWJ iShares MSCI Japan ETF
-1.55%
-$5,784.07 
LOW Lowe's Companies Inc.
-1.54%
-$56.61 
SBUX Starbucks Corporation
-1.53%
-$585.98 
DDOG Datadog, Inc. Class A Common Stock
-1.48%
-$326.34 
DEO Diageo plc Sponsored ADR
-1.47%
-$33,539.87 
FLO Flowers Foods, Inc.
-1.45%
-$89.87 
WMB The Williams Companies, Inc.
-1.45%
-$240.84 
CBRE CBRE Group Inc.
-1.44%
-$474.03 
RACE Ferrari N.V.
-1.43%
-$40,700.6 
TMO Thermo Fisher Scientific Inc.
-1.41%
-$1,430.56 
ZTS Zoetis Inc.
-1.4%
-$54,519.7 
RELX Relx PLC Sponsored ADR
-1.4%
-$74,865.7 
INTU Intuit Inc.
-1.39%
-$62,738.2 
TXN Texas Instruments Inc
-1.39%
-$1,257.99 
AXP American Express Company
-1.35%
-$1,347.5 
HUBS HubSpot, Inc.
-1.34%
-$48 
ROP Roper Technologies Inc.
-1.3%
-$1,726.45 
FDN First Trust Dow Jones Internet Index Fund
-1.29%
-$4,694.9 
PEP PepsiCo, Inc.
-1.28%
-$2,373.54 
CRM Salesforce Inc
-1.2%
-$688.9 
VUG Vanguard Growth ETF
-1.2%
-$873.6 
VRSK Verisk Analytics Inc.
-1.2%
-$55.43 
SHW The Sherwin-Williams Company
-1.18%
-$127.68 
RSG Republic Services, Inc.
-1.13%
-$264.68 
NVDA NVIDIA Corporation
-1.11%
-$49,983.78 
MATX Matson Inc.
-1.1%
-$5,635 
HD The Home Depot, Inc.
-1.09%
-$974.03 
BX Blackstone Inc.
-1.07%
-$2,081.66 
CME CME Group Inc.
-1.07%
-$61,656.04 
PDI Pimco Dynamic Income Fund
-1%
-$213.01 
QUAL iShares MSCI USA Quality Factor ETF
-1%
-$26.52 
TTWO Take-Two Interactive Software, Inc.
-0.99%
-$2,486.86 
BDX Becton, Dickinson and Company
-0.97%
-$652.08 
GS The Goldman Sachs Group, Inc.
-0.97%
-$1,708.8 
TSCO Tractor Supply Company
-0.97%
-$262.5 
DHR Danaher Corporation
-0.96%
-$208.82 
WM Waste Management, Inc.
-0.95%
-$131.38 
IYW iShares U.S. Technology ETF
-0.94%
-$3,315.92 
ALC Alcon Inc.
-0.94%
-$13.2 
IWY iShares Russell Top 200 Growth ETF
-0.93%
-$1,126.25 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.93%
-$395.3 
IWF iShares Russell 1000 Growth ETF
-0.92%
-$6,668.88 
MCD McDonald's Corporation
-0.91%
-$18,120 
VMC Vulcan Materials Company
-0.9%
-$47.7 
VOOG Vanguard S&P 500 Growth ETF
-0.9%
-$3,196.8 
AAPL Apple Inc.
-0.88%
-$116,792.85 
VONG Vanguard Russell 1000 Growth Fund
-0.87%
-$2,426.34 
IEMG iShares Core MSCI Emerging Markets ETF
-0.83%
-$307.67 
ESGV Vanguard ESG U.S. Stock ETF
-0.82%
-$61.04 
BLK BlackRock, Inc.
-0.82%
-$106.68 
COST Costco Wholesale Corporation
-0.81%
-$1,632.4 
OEF iShares S&P 100 ETF
-0.78%
-$204.12 
SMH VanEck Semiconductor ETF
-0.77%
-$455.52 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.76%
-$456.96 
AMZN Amazon.com Inc
-0.75%
-$104,595.68 
VSGX Vanguard ESG International Stock ETF
-0.75%
-$851.4 
IWN iShares Russell 2000 Value ETF
-0.73%
-$82.25 
LIN Linde plc
-0.69%
-$39.66 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$349.86 
CMCSA Comcast Corp
-0.66%
-$155.68 
VLTO Veralto Corporation
-0.63%
-$22.02 
IVV iShares Core S&P 500 ETF
-0.61%
-$13,303.14 
ADSK Autodesk, Inc.
-0.61%
-$186.12 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
-0.6%
-$96.67 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.6%
-$206.56 
IWV ISHARES RUSSELL 3000 ETF
-0.6%
-$20,842.05 
SUSA iShares MSCI USA ESG Select ETF
-0.6%
-$311.55 
VOO Vanguard S&P 500 ETF
-0.6%
-$45,297.84 
ACWI iShares MSCI ACWI ETF
-0.59%
-$14,158.05 
ADI Analog Devices, Inc.
-0.59%
-$57.98 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$16,596.16 
VSNT Versant Media Group, Inc.
-0.55%
-$7.4 
VT Vanguard Total World Stock ETF
-0.55%
-$133,282.53 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.55%
-$5,161.78 
AVEM Avantis Emerging Markets Equity ETF
-0.54%
-$55,958.49 
URTH iShares MSCI World ETF
-0.54%
-$31,711.9 
ADBE Adobe Inc.
-0.49%
-$419.92 
NXPI NXP Semiconductors N.V.
-0.48%
-$228.33 
AON Aon plc
-0.47%
-$18.92 
MRSH Marsh & McLennan Companies, Inc.
-0.44%
-$36 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$953.82 
CSX CSX Corporation
-0.43%
-$381.04 
CL Colgate-Palmolive Company
-0.41%
-$485.94 
VPL Vanguard FTSE Pacific ETF
-0.41%
-$54,458.55 
SCHW Charles Schwab Corporation
-0.41%
-$196.14 
XLF Financial Select Sector SPDR Fund
-0.41%
-$151.8 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.35%
-$111.37 
ECL Ecolab Inc.
-0.35%
-$52.11 
IWS iShares Russell Mid-Cap Value ETF
-0.35%
-$282.55 
XLK State Street Technology Select Sector SPDR ETF
-0.34%
-$677.1 
BIO Bio-Rad Laboratories Inc.
-0.34%
-$27.81 
VB Vanguard Small-Cap ETF
-0.34%
-$1,062.7 
IWM iShares Russell 2000 ETF
-0.33%
-$7,211.89 
GWW W.W. Grainger, Inc.
-0.32%
-$53.16 
ORLY O'Reilly Automotive Inc.
-0.31%
-$24.3 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.31%
-$99.23 
URA Global X Uranium ETF
-0.31%
-$21,791.04 
IWD iShares Russell 1000 Value ETF
-0.3%
-$1,942.21 
LIT GLOBAL X LITHIUM & BATTERY T
-0.29%
-$40 
UL Unilever PLC Sponsored American Depositary Receipt
-0.29%
-$16,212.6 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.28%
-$162.5 
AZO AutoZone Inc.
-0.28%
-$15,952.48 
WMT Walmart Inc.
-0.28%
-$324.48 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$495.8 
SLB Schlumberger Limited
-0.26%
-$32.04 
AVGO Broadcom Inc.
-0.25%
-$48.45 
HLN Haleon Plc - ADR
-0.25%
-$24.27 
EXC Exelon Corporation
-0.25%
-$0.12 
MDLZ Mondelez International, Inc.
-0.24%
-$4,293.15 
VIG Vanguard Dividend Appreciation ETF
-0.24%
-$849.3 
NOW ServiceNow, Inc.
-0.23%
-$292.8 
SDY SPDR S&P Dividend ETF
-0.23%
-$1,873.44 
KMI Kinder Morgan, Inc.
-0.23%
-$15.68 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.22%
-$108.81 
ANET Arista Networks, Inc.
-0.21%
-$9,317.52 
FHTX Foghorn Therapeutics Inc.
-0.2%
-$71 
PID Invesco International Dividend Achievers ETF
-0.2%
-$63.5 
NEM Newmont Corporation
-0.19%
-$36.58 
PG Procter & Gamble Co
-0.19%
-$553.61 
AZN AstraZeneca PLC American Depositary Shares
-0.17%
-$5,891.93 
WPM Wheaton Precious Metals Corp.
-0.16%
-$714 
VRTX Vertex Pharmaceuticals Incorporated
-0.16%
-$35.72 
DGRO iShares Core Dividend Growth ETF
-0.15%
-$39.1 
SKYY First Trust Cloud Computing ETF
-0.15%
-$586.6 
IWP iShares Russell Mid-Cap Growth ETF
-0.12%
-$38.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.12%
-$270.47 
EZU iShares MSCI Eurozone ETF
-0.12%
-$74.56 
PPG PPG Industries Inc.
-0.11%
-$1,381.77 
KMB Kimberly-Clark Corporation
-0.11%
-$46.58 
SNY Sanofi American Depositary Receipt
-0.1%
-$468.63 
DBRG DigitalBridge Group Inc.
-0.1%
-$2.46 
H Hyatt Hotels Corporation
-0.08%
-$39.3 
MUB iShares National Muni Bond ETF
-0.06%
-$135.85 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.06%
-$90.99 
PFE Pfizer Inc.
-0.06%
-$20.25 
MMM 3M Company
-0.06%
-$6.84 
IXJ iShares Global Healthcare ETF
-0.04%
-$22.86 
VO Vanguard Mid-Cap ETF
-0.04%
-$3,592.68 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.04%
-$1.85 
CHKP Check Point Software Technologies Ltd.
-0.04%
-$4.3 
PREF Principal Spectrum Preferred Securities Active ETF
-0.03%
-$7.5 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.02%
-$1,485.48 
VGK Vanguard FTSE Europe ETF
-0.01%
-$14.18 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$3.3 
MS Morgan Stanley
-0.01%
-$6.86 Events
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Dividends
Dividend Analysis
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| Trades 943 | Longs Won 492/943 52% | Profit Factor 3.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.51M |
| Average Win $503,057.18 | Best Trade (Jun 30) $168.16M | Sharpe Ratio -11.73 |
| Average Loss -$140,058.62 | Worst Trade (Jul 10) -$6.35M | Z-Score -1.7 (92.35%) |
| Commissions $0 | Avg. Trade Length 7m 1w 6d | Expectancy $195,480.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.02% | 0.17% | 0.79% | 2.56% | 6.72% | 15.18% | 30.75% | 57.3% |
| Consecutive Losing Trades | 2,950 | 2,655 | 2,360 | 2,065 | 1,770 | 1,475 | 1,180 | 885 | 590 | 295 |
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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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