LH

Larry Herold Portfolio

Invests via Herold Advisors Inc. | Managed by Larry Herold
Invests via Herold Advisors Inc.
Managed by Larry Herold
Automatically Tracked
Tracking: 0 Updated: 17 hours ago
Larry Herold Profile

With a solid foundation in entrepreneurship and corporate leadership, Larry Herold has built an impressive track record across diverse industries. His extensive experience spans from founding startups to steering established organizations toward growth. By focusing on innovative solutions and operational efficiency, he has consistently delivered value through transformative initiatives. Herold's keen understanding of market dynamics enables him to navigate complex business environments effectively. As a recognized figure among investors and entrepreneurs alike, his insights into emerging trends make him a valuable asset in the realms of finance and corporate development.

With a solid foundation in entrepreneurship and corporate leadership, Larry Herold has built an impressive track record across diverse industries. His extensive experience spans from founding startups to steering established organizations toward growth. By focusing on innovative solutions and operational efficiency, he has consistently delivered value through transformative initiatives. Herold's keen understanding of market dynamics enables him to navigate complex business environments effectively. As a recognized figure among investors and entrepreneurs alike, his insights into emerging trends make him a valuable asset in the realms of finance and corporate development.

Investment Philosophy & Strategy

Opportunities in the evolving tech landscape drive Larry Herold's investment strategies. He emphasizes operational improvement and transformative potential, identifying businesses that align with forward-thinking technological advancements. With an entrepreneurial mindset, his approach leverages extensive leadership experience to foster innovation and scalability among portfolio companies. By focusing on growth through efficient practices and strong management teams, value creation remains paramount in his endeavors. His knack for spotting emerging trends empowers him to seize competitive advantages while building robust partnerships within the industry.

Opportunities in the evolving tech landscape drive Larry Herold's investment strategies. He emphasizes operational improvement and transformative potential, identifying businesses that align with forward-thinking technological advancements. With an entrepreneurial mindset, his approach leverages extensive leadership experience to foster innovation and scalability among portfolio companies. By focusing on growth through efficient practices and strong management teams, value creation remains paramount in his endeavors. His knack for spotting emerging trends empowers him to seize competitive advantages while building robust partnerships within the industry.

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:
39.39%
Gain +1.02%
Monthly
0.65%
Yearly
8.05%
Drawdown
13.22%
$489.73M
Equity
Holdings
$489.73M
Investment
$338.2M
$189.52M
Profit +$6.05M
Realized
$37.99M
Unrealized
$151.53M
Dividends
$34.75M

Goals

Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.02%
Profit
$6.05M
Win %
78%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$5.07M
Win %
78%
This Month
Compared to last month
Gain
-1.18%
Profit
-$5.85M
Win %
78%
This Year
Compared to last year
Gain
3.35%
Profit
$16.97M
Win %
77%
KLA Corporation logo
KLAC KLA Corporation
+12.85%
+$238,471.08
Lam Research Corporation logo
LRCX Lam Research Corporation
+12.65%
+$227,258.32
Micron Technology, Inc. logo
MU Micron Technology, Inc.
+11.69%
+$195,866.96
Direxion Daily Technology Bull 3x Shares logo
TECL Direxion Daily Technology Bull 3x Shares
+11.48%
+$61,709.31
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+11.17%
+$116,793.02
Intel Corporation logo
INTC Intel Corporation
+9.28%
+$77,612.87
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+7.96%
+$115,047.91
Royal Caribbean Group logo
RCL Royal Caribbean Group
+7.14%
+$29,441.3
Oklo Inc. logo
OKLO Oklo Inc.
+7.09%
+$18,001
Jabil Inc. logo
JBL Jabil Inc.
+6.92%
+$31,206.4
Bwx Technologies Inc. logo
BWXT Bwx Technologies Inc.
+6.35%
+$35,882.56
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+6.16%
+$153,375.6
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
+6.06%
+$64,152.01
Boeing Company logo
BA Boeing Company
+6.05%
+$103,028.64
FedEx Corporation logo
FDX FedEx Corporation
+5.84%
+$10,636.2
Vistra Corp logo
VST Vistra Corp
+5.61%
+$29,704.75
Joby Aviation, Inc. logo
JOBY Joby Aviation, Inc.
+5.53%
+$4,900
iShares Silver Trust logo
SLV iShares Silver Trust
+5.51%
+$73,539.35
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
+5.22%
+$32,808.93
Corning Incorporated logo
GLW Corning Incorporated
+5.01%
+$101,320.17
Quanta Services Inc. logo
PWR Quanta Services Inc.
+4.97%
+$16,981.14
iShares U.S. Aerospace & Defense ETF logo
ITA iShares U.S. Aerospace & Defense ETF
+4.95%
+$12,699.04
Eaton Corporation plc logo
ETN Eaton Corporation plc
+4.88%
+$144,526.56
Caterpillar Inc. logo
CAT Caterpillar Inc.
+4.83%
+$108,765.62
Amgen Inc. logo
AMGN Amgen Inc.
+4.79%
+$58,690.64
Archer Aviation Inc. logo
ACHR Archer Aviation Inc.
+4.75%
+$3,720
Tesla, Inc. logo
TSLA Tesla, Inc.
+4.63%
+$178,838.07
GE Vernova Inc. logo
GEV GE Vernova Inc.
+4.58%
+$31,541.6
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+4.57%
+$84,983.93
Nike, Inc. - Class B logo
NKE Nike, Inc. - Class B
+4.54%
+$43,888
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
+4.47%
+$87,268.94
EMCOR Group, Inc. logo
EME EMCOR Group, Inc.
+4.43%
+$26,564.52
General Electric Company logo
GE General Electric Company
+4.43%
+$64,839.09
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund logo
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+4.32%
+$22,456
Nucor Corporation logo
NUE Nucor Corporation
+4.16%
+$98,270.4
RTX Corporation logo
RTX RTX Corporation
+3.83%
+$69,006.4
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$11,111.88
Target Corporation logo
TGT Target Corporation
+3.64%
+$13,877.48
Cloudflare Inc. logo
NET Cloudflare Inc.
+3.61%
+$12,053.6
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
+3.6%
+$30,222.5
Starbucks Corporation logo
SBUX Starbucks Corporation
+3.53%
+$11,185.45
Citigroup Inc. logo
C Citigroup Inc.
+3.47%
+$42,415.43
Broadcom Inc. logo
AVGO Broadcom Inc.
+3.47%
+$106,050.82
Allegion plc logo
ALLE Allegion plc
+3.43%
+$24,553.14
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+3.43%
+$61,259.84
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
+3.32%
+$14,472.4
GSK plc Sponsored ADR logo
GSK GSK plc Sponsored ADR
+3.28%
+$14,029.68
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$22,558.08
United States Copper Index Fund logo
CPER United States Copper Index Fund
+3.21%
+$13,068
BlackRock Science and Technology Trust logo
BST BlackRock Science and Technology Trust
+3.13%
+$8,635.75
SPDR Gold Shares logo
GLD SPDR Gold Shares
+3.1%
+$72,988.72
iShares Gold Trust logo
IAU iShares Gold Trust
+3.05%
+$6,282.9
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
+3.04%
+$16,344.69
Nasdaq 100 Core Premium Income ETF logo
GPIQ Nasdaq 100 Core Premium Income ETF
+3.02%
+$25,039.04
Morgan Stanley logo
MS Morgan Stanley
+2.91%
+$49,171.36
Avantis International Equity ETF logo
AVDE Avantis International Equity ETF
+2.91%
+$117,457.78
Hewlett Packard Enterprise Company logo
HPE Hewlett Packard Enterprise Company
+2.86%
+$11,815.7
First Trust Rising Dividend Achievers ETF logo
RDVY First Trust Rising Dividend Achievers ETF
+2.72%
+$34,439.08
Avantis International Large Cap Value ETF logo
AVIV Avantis International Large Cap Value ETF
+2.72%
+$15,593.62
WisdomTree International Hedged Quality Dividend Growth Fund logo
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+2.7%
+$7,006.72
Capital Group Growth ETF logo
CGGR Capital Group Growth ETF
+2.69%
+$7,918.8
Aureus Greenway Holdings Inc. logo
PUSA Aureus Greenway Holdings Inc.
+2.64%
+$1,950
ICICI Bank Limited Sponsored ADR logo
IBN ICICI Bank Limited Sponsored ADR
+2.6%
+$20,120.25
JPMorgan Nasdaq Equity Premium Income ETF logo
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.59%
+$65,299.5
CVS Health Corporation logo
CVS CVS Health Corporation
+2.54%
+$23,595.24
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+2.53%
+$57,153.88
Coherent Corp. logo
COHR Coherent Corp.
+2.49%
+$12,618.07
Invesco S&P 500 GARP ETF logo
SPGP Invesco S&P 500 GARP ETF
+2.39%
+$11,983.05
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+2.37%
+$47,489.64
iShares Convertible Bond ETF logo
ICVT iShares Convertible Bond ETF
+2.34%
+$27,607.5
The Hershey Company logo
HSY The Hershey Company
+2.33%
+$17,538.84
Martin Marietta Materials, Inc. logo
MLM Martin Marietta Materials, Inc.
+2.32%
+$10,448.3
Cardinal Health Inc. logo
CAH Cardinal Health Inc.
+2.31%
+$13,750
Dimensional International Value ETF logo
DFIV Dimensional International Value ETF
+2.29%
+$99,802.93
WisdomTree U.S. Efficient Core Fund logo
NTSX WisdomTree U.S. Efficient Core Fund
+2.27%
+$31,200
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+2.26%
+$92,338.34
iShares Russell Mid-Cap ETF logo
IWR iShares Russell Mid-Cap ETF
+2.23%
+$8,930
Pfizer Inc. logo
PFE Pfizer Inc.
+2.23%
+$42,767.1
Amphenol Corporation logo
APH Amphenol Corporation
+2.21%
+$134,192.52
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.17%
+$496,128.76
Avantis U.S. Mid Cap Value ETF logo
AVMV Avantis U.S. Mid Cap Value ETF
+2.17%
+$24,933.51
Franklin Resources Inc. logo
BEN Franklin Resources Inc.
+2.15%
+$5,862.5
WisdomTree U.S. Quality Growth Fund logo
QGRW WisdomTree U.S. Quality Growth Fund
+2.15%
+$82,413.28
Avantis U.S. Large Cap Equity ETF logo
AVLC Avantis U.S. Large Cap Equity ETF
+2.14%
+$167,584.1
SPDR Bloomberg Convertible Securities ETF logo
CWB SPDR Bloomberg Convertible Securities ETF
+2.14%
+$26,354.25
Eli Lilly and Company logo
LLY Eli Lilly and Company
+2.13%
+$246,772.53
Avantis U.S. Small Cap Equity ETF logo
AVSC Avantis U.S. Small Cap Equity ETF
+2.12%
+$8,124.91
Avantis U.S. Quality Equity ETF logo
AVUQ Avantis U.S. Quality Equity ETF
+2.06%
+$13,916.88
Blackstone Inc. logo
BX Blackstone Inc.
+2.03%
+$15,876
Capital Group Dividend Value ETF logo
CGDV Capital Group Dividend Value ETF
+2.02%
+$49,508.15
Avantis U.S. Large Cap Value ETF logo
AVLV Avantis U.S. Large Cap Value ETF
+2%
+$63,141.94
Avantis U.S. Equity ETF logo
AVUS Avantis U.S. Equity ETF
+1.99%
+$207,432.12
Avantis U.S. Small Cap Value ETF logo
AVUV Avantis U.S. Small Cap Value ETF
+1.93%
+$70,198.24
JPMorgan U.S. Quality Factor ETF logo
JQUA JPMorgan U.S. Quality Factor ETF
+1.92%
+$23,165.94
WisdomTree International LargeCap Dividend Fund logo
DOL WisdomTree International LargeCap Dividend Fund
+1.92%
+$12,568.3
Dimensional US Core Equity Market ETF logo
DFAU Dimensional US Core Equity Market ETF
+1.91%
+$50,780.16
Dimensional U.S. Equity Market ETF logo
DFUS Dimensional U.S. Equity Market ETF
+1.88%
+$196,806.65
Goldman Sachs Innovate Equity ETF logo
GINN Goldman Sachs Innovate Equity ETF
+1.87%
+$6,110.21
Dimensional U.S. Core Equity 2 ETF logo
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$4,682.4
iShares U.S. Equity Factor ETF logo
LRGF iShares U.S. Equity Factor ETF
+1.86%
+$17,449.69
Calamos Dynamic Convertible and Income Fund logo
CCD Calamos Dynamic Convertible and Income Fund
+1.85%
+$14,880.15
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
+1.83%
+$6,940.96
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$9,700.54
General Motors Company logo
GM General Motors Company
+1.83%
+$6,960
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
+1.82%
+$3,916.08
Emergent BioSolutions Inc. logo
EBS Emergent BioSolutions Inc.
+1.82%
+$1,500
Envista Holdings Corporation logo
NVST Envista Holdings Corporation
+1.81%
+$3,719.25
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+1.78%
+$20,865.96
The Walt Disney Company logo
DIS The Walt Disney Company
+1.77%
+$16,119.25
JPMorgan Betabuilders U.S. Equity Fund logo
BBUS JPMorgan Betabuilders U.S. Equity Fund
+1.76%
+$4,610
Eaton Vance Tax-Managed Global Diversified Equity Income Fund logo
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+1.76%
+$2,256.7
BNY Mellon US Large Cap Core Equity ETF logo
BKLC BNY Mellon US Large Cap Core Equity ETF
+1.75%
+$27,198.91
Dimensional US High Profitability ETF logo
DUHP Dimensional US High Profitability ETF
+1.74%
+$15,351
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+1.73%
+$7,900.25
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+1.72%
+$15,295.02
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+1.72%
+$9,928.38
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
+1.71%
+$4,910.5
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF logo
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.69%
+$27,358.86
Invesco Russell 1000 Dynamic Multifactor ETF logo
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+1.65%
+$8,349
American Express Company logo
AXP American Express Company
+1.64%
+$9,697.45
S&P 500 Core Premium Income Fund logo
GPIX S&P 500 Core Premium Income Fund
+1.64%
+$14,390.64
Schwab U.S. Large-Cap Growth ETF logo
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$31,554.12
Tractor Supply Company logo
TSCO Tractor Supply Company
+1.56%
+$7,514.88
Deere & Company logo
DE Deere & Company
+1.53%
+$23,200.35
JPMorgan Equity Focus ETF logo
JPEF JPMorgan Equity Focus ETF
+1.52%
+$24,638.07
WisdomTree U.S. LargeCap Fund logo
EPS WisdomTree U.S. LargeCap Fund
+1.5%
+$16,495.8
Iron Mountain Inc. logo
IRM Iron Mountain Inc.
+1.48%
+$15,470
Amazon.com Inc logo
AMZN Amazon.com Inc
+1.45%
+$74,940.9
National Grid plc Sponsored ADR logo
NGG National Grid plc Sponsored ADR
+1.41%
+$14,270.77
FlexShares Morningstar Global Upstream Natural Resources Index Fund logo
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.4%
+$3,065.76
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+1.4%
+$124,856.35
Apple Inc. logo
AAPL Apple Inc.
+1.39%
+$339,993.45
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+1.39%
+$52,232.53
Prudential Financial, Inc. logo
PRU Prudential Financial, Inc.
+1.27%
+$3,123.54
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$6,302.98
Fidelity High Dividend ETF logo
FDVV Fidelity High Dividend ETF
+1.12%
+$3,413.47
Bank of America Corporation logo
BAC Bank of America Corporation
+1.09%
+$20,127.06
Expeditors International of Washington, Inc. logo
EXPD Expeditors International of Washington, Inc.
+1.03%
+$4,237.5
Invesco S&P Ultra Dividend Revenue ETF logo
RDIV Invesco S&P Ultra Dividend Revenue ETF
+1.03%
+$7,047.26
The Carlyle Group Inc. logo
CG The Carlyle Group Inc.
+1%
+$1,980
Prologis Inc. logo
PLD Prologis Inc.
+0.97%
+$15,908.26
Brookfield Corporation logo
BN Brookfield Corporation
+0.96%
+$26,666.02
Ford Motor Company 6.500% Notes logo
F-PD Ford Motor Company 6.500% Notes
+0.91%
+$6,395.4
Alphabet Inc logo
GOOG Alphabet Inc
+0.91%
+$22,283.7
International Business Machines Corporation logo
IBM International Business Machines Corporation
+0.91%
+$48,647.88
JPMorgan Equity Premium Income Fund logo
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$29,939.5
WisdomTree U.S. Quality Dividend Growth Fund logo
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.89%
+$24,489.36
iShares Core Dividend Growth ETF logo
DGRO iShares Core Dividend Growth ETF
+0.86%
+$7,454.08
Distillate U.S. Fundamental Stability & Value ETF logo
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.85%
+$34,423.5
Fidelity Dividend ETF for Rising Rates logo
FDRR Fidelity Dividend ETF for Rising Rates
+0.83%
+$5,977.8
McDonald's Corporation logo
MCD McDonald's Corporation
+0.83%
+$11,656.05
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$2,887.7
Cintas Corporation logo
CTAS Cintas Corporation
+0.82%
+$22,336.16
Pacer US Cash Cows 100 ETF logo
COWZ Pacer US Cash Cows 100 ETF
+0.78%
+$1,636.6
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
+0.76%
+$3,077.84
Conagra Brands Inc. logo
CAG Conagra Brands Inc.
+0.75%
+$1,330
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund logo
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
+0.72%
+$4,493.63
iShares Fallen Angels USD Bond ETF logo
FALN iShares Fallen Angels USD Bond ETF
+0.7%
+$2,611.79
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
+0.69%
+$2,392.79
3M Company logo
MMM 3M Company
+0.68%
+$6,313
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF logo
BBBI BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
+0.65%
+$5,340.64
iShares 5-10 Year Investment Grade Corporate Bond ETF logo
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.65%
+$32,918.12
The Gabelli Utility Trust logo
GUT The Gabelli Utility Trust
+0.63%
+$448.48
Dimensional Core Fixed Income ETF logo
DFCF Dimensional Core Fixed Income ETF
+0.61%
+$44,368.04
JPMorgan Active Bond ETF logo
JBND JPMorgan Active Bond ETF
+0.6%
+$4,167.36
BlackRock MuniYield New York Quality Fund, Inc. logo
MYN BlackRock MuniYield New York Quality Fund, Inc.
+0.6%
+$3,315.48
Fidelity S&P 500 Dividend Aristocrats ETF logo
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.58%
+$3,326.59
Avantis Core Fixed Income ETF logo
AVIG Avantis Core Fixed Income ETF
+0.58%
+$41,865.6
FlexShares US Quality Low Volatility Index Fund logo
QLV FlexShares US Quality Low Volatility Index Fund
+0.57%
+$4,558.86
BlackRock, Inc. logo
BLK BlackRock, Inc.
+0.57%
+$3,329.14
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
+0.56%
+$4,127.17
Abbott Laboratories logo
ABT Abbott Laboratories
+0.56%
+$6,188.49
FlexShares High Yield Value-Scored Bond Index Fund logo
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.53%
+$3,435.18
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.49%
+$4,857.6
Invesco High Yield Equity Dividend Achievers ETF logo
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.47%
+$1,070.28
Gabelli Convertible and Income Securities Fund Inc. logo
GCV Gabelli Convertible and Income Securities Fund Inc.
+0.44%
+$212.02
FlexShares Quality Dividend Defensive Index Fund logo
QDEF FlexShares Quality Dividend Defensive Index Fund
+0.42%
+$2,686.35
Alphabet Inc logo
GOOGL Alphabet Inc
+0.42%
+$37,235.96
Avantis Credit ETF logo
AVGB Avantis Credit ETF
+0.38%
+$4,154.68
Jfb Construction Holdings Inc. logo
JFB Jfb Construction Holdings Inc.
+0.38%
+$300
Nuveen New York AMT-Free Quality Municipal Income Fund logo
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+0.38%
+$1,295.16
Hubbell Inc. logo
HUBB Hubbell Inc.
+0.36%
+$2,772.7
FlexShares Credit-Scored U.S. Bond Index Fund logo
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
+0.32%
+$15,253.6
KKR Income Opportunities Fund logo
KIO KKR Income Opportunities Fund
+0.31%
+$420.63
FlexShares Core Select Bond Fund logo
BNDC FlexShares Core Select Bond Fund
+0.3%
+$1,616.48
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.29%
+$8,727.32
JPMorgan Income ETF logo
JPIE JPMorgan Income ETF
+0.26%
+$4,039.08
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+0.2%
+$5,353.57
Public Service Enterprise Group Incorporated logo
PEG Public Service Enterprise Group Incorporated
+0.2%
+$2,348.09
Nuveen New York Municipal Value Fund, Inc. logo
NNY Nuveen New York Municipal Value Fund, Inc.
+0.17%
+$410.83
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
+0.17%
+$357.01
T-Mobile US, Inc. logo
TMUS T-Mobile US, Inc.
+0.16%
+$1,287.6
Zoetis Inc. logo
ZTS Zoetis Inc.
+0.15%
+$297.6
Invesco S&P 500 High Dividend Low Volatility ETF logo
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.12%
+$342.9
Utilities Select Sector SPDR Fund logo
XLU Utilities Select Sector SPDR Fund
+0.08%
+$171.85
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$2,607.71
iShares 0-3 Month Treasury Bond ETF logo
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$69.99
logo
BAM
0%
$0
Comcast Corp logo
CMCSA Comcast Corp
0%
$0
Franklin International Core Dividend Tilt Index ETF logo
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0
Oracle Corporation logo
ORCL Oracle Corporation
-8.58%
-$88,422.35
S&P Global Inc. logo
SPGI S&P Global Inc.
-3.03%
-$58,637.55
Archer-Daniels-Midland Co logo
ADM Archer-Daniels-Midland Co
-2.92%
-$12,918.87
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-2.68%
-$263,279.9
Intuit Inc. logo
INTU Intuit Inc.
-2.58%
-$31,151.74
Waste Management, Inc. logo
WM Waste Management, Inc.
-2.48%
-$11,309.98
Altria Group, Inc. logo
MO Altria Group, Inc.
-2.35%
-$16,819.88
Chevron Corporation logo
CVX Chevron Corporation
-2.1%
-$109,418.16
Brookfield Infrastructure Partners L.P. logo
BIPC Brookfield Infrastructure Partners L.P.
-2.03%
-$7,365.12
Phillips 66 logo
PSX Phillips 66
-2.03%
-$59,567.1
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
-1.97%
-$68,488.25
Dow Inc. logo
DOW Dow Inc.
-1.8%
-$9,454.4
Microsoft Corp. logo
MSFT Microsoft Corp.
-1.77%
-$257,184.72
Accenture plc Class A logo
ACN Accenture plc Class A
-1.74%
-$6,008.8
AllianceBernstein Holding L.P. logo
AB AllianceBernstein Holding L.P.
-1.7%
-$7,434
American Tower Corporation logo
AMT American Tower Corporation
-1.69%
-$18,772.33
FlexShares US Quality Large Cap Fund logo
QLC FlexShares US Quality Large Cap Fund
-1.61%
-$80,576.48
Brookfield Infrastructure Partners L.P. logo
BIP Brookfield Infrastructure Partners L.P.
-1.56%
-$57,468.71
ONEOK, Inc. logo
OKE ONEOK, Inc.
-1.55%
-$31,151.4
Texas Pacific Land Corporation logo
TPL Texas Pacific Land Corporation
-1.53%
-$8,885.52
Kinder Morgan, Inc. logo
KMI Kinder Morgan, Inc.
-1.52%
-$12,382.05
Cimpress plc logo
CMPR Cimpress plc
-1.51%
-$15,151
Energy Transfer L.P. logo
ET Energy Transfer L.P.
-1.47%
-$3,729.61
Crown Castle Inc. logo
CCI Crown Castle Inc.
-1.46%
-$11,307.04
Mondelez International, Inc. logo
MDLZ Mondelez International, Inc.
-1.31%
-$4,111.8
Philip Morris International Inc. logo
PM Philip Morris International Inc.
-1.27%
-$11,855.04
The Coca-Cola Company logo
KO The Coca-Cola Company
-1.27%
-$6,931.34
Visa Inc. Class A logo
V Visa Inc. Class A
-1.21%
-$88,354.27
FlexShares International Quality Dividend Dynamic Index Fund logo
IQDY FlexShares International Quality Dividend Dynamic Index Fund
-1.17%
-$55,377.99
One Gas Inc. logo
OGS One Gas Inc.
-1.12%
-$3,114
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
-0.97%
-$3,752.24
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
-0.91%
-$7,676.6
Netflix, Inc. logo
NFLX Netflix, Inc.
-0.9%
-$9,165.45
AT&T Inc. logo
T AT&T Inc.
-0.86%
-$20,334
Chubb Limited logo
CB Chubb Limited
-0.82%
-$24,441.4
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.82%
-$20,677.19
Consolidated Edison, Inc. logo
ED Consolidated Edison, Inc.
-0.7%
-$13,008.65
BP p.l.c. Sponsored ADR logo
BP BP p.l.c. Sponsored ADR
-0.68%
-$6,864.88
Duke Energy Corporation logo
DUK Duke Energy Corporation
-0.67%
-$1,924.67
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
-0.62%
-$5,242.6
Pimco Dynamic Income Fund logo
PDI Pimco Dynamic Income Fund
-0.6%
-$2,172.4
IQVIA Holdings Inc. logo
IQV IQVIA Holdings Inc.
-0.6%
-$3,520
Mastercard Incorporated logo
MA Mastercard Incorporated
-0.54%
-$41,693.52
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-0.54%
-$5,077.2
National Fuel Gas Company logo
NFG National Fuel Gas Company
-0.47%
-$1,548
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.45%
-$18,158.35
Procter & Gamble Co logo
PG Procter & Gamble Co
-0.45%
-$15,674.72
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-0.44%
-$1,990.83
Nuveen Massachusetts Quality Municipal Income Fund logo
NMT Nuveen Massachusetts Quality Municipal Income Fund
-0.43%
-$880
PIMCO New York Municipal Income Fund II logo
PNI PIMCO New York Municipal Income Fund II
-0.43%
-$341.55
Northfield Bancorp Inc. logo
NFBK Northfield Bancorp Inc.
-0.41%
-$1,555.56
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
-0.39%
-$8,906.7
W. P. Carey Inc. logo
WPC W. P. Carey Inc.
-0.33%
-$1,347.25
Shell plc logo
SHEL Shell plc
-0.25%
-$4,691.8
Walmart Inc. logo
WMT Walmart Inc.
-0.09%
-$7,752.25
AbbVie Inc. logo
ABBV AbbVie Inc.
-0.08%
-$6,667.1
Berkshire Hathaway Inc. logo
BRK-A Berkshire Hathaway Inc.
-0.07%
-$495
Dominion Energy, Inc. logo
D Dominion Energy, Inc.
-0.06%
-$160.92
JPMorgan Ultra-Short Municipal Income Fund logo
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.06%
-$144.06
Johnson & Johnson logo
JNJ Johnson & Johnson
-0.05%
-$1,771.73
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
-0.04%
-$1,726.94
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund logo
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
-0.02%
-$54.27
WisdomTree Floating Rate Treasury Fund logo
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$375.62
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Dividends

Dividend Analysis

Yearly
$
Trades
4779
Longs Won
2536/4779 53%
Profit Factor
7.58
Profitability
Shorts Won
0/0 0%
Standard Deviation
$281,845.11
Average Win
$86,091.85
Best Trade
(Jun 10) $10.11M
Sharpe Ratio
-16.28
Average Loss
-$12,844.92
Worst Trade
(Jun 10) -$1.29M
Z-Score
-0.32 (25.1%)
Commissions
$0
Avg. Trade Length
1y 7m 2w 4d
Expectancy
$39,656.37
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 38,462 34,615 30,769 26,923 23,077 19,231 15,385 11,538 7,692 3,846
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
No Data
No Data
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Account USV