SSA
Sara S. Alexander Portfolio
Invests via Sonora Investment Management Group LLC | Managed by Sara S. Alexander
Invests via Sonora Investment Management Group LLC
Managed by Sara S. Alexander
Automatically Tracked
Sara S. Alexander Profile
Sara S. Alexander has established herself as a notable figure in the realm of private equity, focusing on strategic growth opportunities within technology sectors. With a wealth of experience in operational leadership and entrepreneurial ventures, she possesses a keen understanding of market dynamics that drive innovation and profitability. Her insights into sector trends enable her to identify transformative companies positioned for expansion and competitive differentiation. In addition to her investment expertise, she actively engages with startup ecosystems, fostering collaboration between emerging firms and seasoned investors. Sara's reputation is further solidified by her commitment to mentoring future leaders in finance.
Sara S. Alexander has established herself as a notable figure in the realm of private equity, focusing on strategic growth opportunities within technology sectors. With a wealth of experience in operational leadership and entrepreneurial ventures, she possesses a keen understanding of market dynamics that drive innovation and profitability. Her insights into sector trends enable her to identify transformative companies positioned for expansion and competitive differentiation. In addition to her investment expertise, she actively engages with startup ecosystems, fostering collaboration between emerging firms and seasoned investors. Sara's reputation is further solidified by her commitment to mentoring future leaders in finance.
Investment Philosophy & Strategy
Opportunity recognition in the technology landscape drives Sara S. Alexander's investment strategy, marked by her distinctive focus on fostering innovative growth companies. Her extensive experience in operational leadership provides valuable insights into identifying scalable business models that can disrupt traditional markets. By actively collaborating with startups and leveraging industry trends, she shapes her portfolio toward transformative opportunities ripe for exponential returns. This proactive approach also highlights her dedication to cultivating strong partnerships within the investment community, positioning herself as a pivotal figure bridging emerging firms with established capital sources.
Opportunity recognition in the technology landscape drives Sara S. Alexander's investment strategy, marked by her distinctive focus on fostering innovative growth companies. Her extensive experience in operational leadership provides valuable insights into identifying scalable business models that can disrupt traditional markets. By actively collaborating with startups and leveraging industry trends, she shapes her portfolio toward transformative opportunities ripe for exponential returns. This proactive approach also highlights her dedication to cultivating strong partnerships within the investment community, positioning herself as a pivotal figure bridging emerging firms with established capital sources.
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:
106.27%
Gain +41.37%
Monthly
1.21%
Yearly
15.55%
Drawdown
15.32%
$2.26B
Equity
Holdings
$2.26B
Investment
$1.04B
$1.2B
Profit +$730.72M
Realized
-$21.86M
Unrealized
$1.23B
Dividends
$101.88M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
41.37%
Profit
$730.72M
Win %
74%
This Week
Compared To Last Week
Gain
45.88%
Profit
$711.14M
Win %
74%
This Month
Compared to last month
Gain
46.33%
Profit
$715.94M
Win %
74%
This Year
Compared to last year
Gain
64.24%
Profit
$884.42M
Win %
74%
ARM Arm Holdings plc American Depositary Receipt
+10.3%
+$163,337.4 
INTC Intel Corporation
+8.85%
+$997,785.59 
STX Seagate Technology Holdings plc
+8.06%
+$527,692.53 
ONTO Onto Innovation Inc.
+6.86%
+$57,261.67 
AMD Advanced Micro Devices, Inc.
+6.7%
+$264,477.76 
ANET Arista Networks, Inc.
+5.37%
+$18,463.2 
HUN Huntsman Corporation
+4.91%
+$17,427 
QCOM QUALCOMM Incorporated
+4.87%
+$1.5M 
TTD The Trade Desk, Inc. Class A
+4.58%
+$3,295.65 
WPM Wheaton Precious Metals Corp.
+3.67%
+$192,298.17 
MGM MGM Resorts International
+3.65%
+$165,384.37 
FCX Freeport-McMoRan Inc.
+3.6%
+$28,603.52 
GEV GE Vernova Inc.
+3.15%
+$11,570.86 
WY Weyerhaeuser Company
+2.98%
+$27,751.55 
SCHW Charles Schwab Corporation
+2.87%
+$11,819.25 
GS The Goldman Sachs Group, Inc.
+2.83%
+$12,479.67 
LRCX Lam Research Corporation
+2.8%
+$43,108.92 
SYK Stryker Corporation
+2.79%
+$47,234.82 
AMAT Applied Materials, Inc.
+2.77%
+$139,857.75 
TECK Teck Resources Ltd.
+2.67%
+$165,343.86 
VZ Verizon Communications Inc.
+2.61%
+$242,094.3 
BV Brightview Holdings Inc.
+2.61%
+$9,905.28 
CGNX Cognex Corporation
+2.6%
+$81,698.72 
ZS Zscaler Inc.
+2.5%
+$3,638.25 
CEG Constellation Energy Corporation
+2.43%
+$5,188.99 
FITB Fifth Third Bancorp
+2.4%
+$84,174.08 
T AT&T Inc.
+2.39%
+$110,424.6 
AKBA Akebia Therapeutics Inc.
+2.39%
+$258 
ACN Accenture plc Class A
+2.24%
+$172,792.5 
AMP Ameriprise Financial, Inc.
+2.13%
+$3,651.8 
BX Blackstone Inc.
+2.08%
+$374,180.76 
GLW Corning Incorporated
+2.04%
+$247,269.6 
GVA Granite Construction Incorporated
+2.04%
+$8,238.13 
HBAN Huntington Bancshares Incorporated
+2%
+$4,142.76 
COP ConocoPhillips
+1.92%
+$21,092.22 
VLO Valero Energy Corporation
+1.91%
+$797,666.58 
HON Honeywell International Inc.
+1.9%
+$142,663.81 
JPM JPMorgan Chase & Co.
+1.88%
+$683,605.29 
CMCSA Comcast Corp
+1.86%
+$4,031.65 
AXP American Express Company
+1.84%
+$11,896.9 
DVN Devon Energy Corporation
+1.8%
+$5,480.44 
TGT Target Corporation
+1.79%
+$7,317.37 
USB U.S. Bancorp
+1.76%
+$223,340.6 
KMI Kinder Morgan, Inc.
+1.75%
+$125,149.2 
PRU Prudential Financial, Inc.
+1.73%
+$3,753.6 
ADI Analog Devices, Inc.
+1.72%
+$7,306.56 
UNP Union Pacific Corporation
+1.71%
+$319,009.59 
ARE Alexandria Real Estate Equities, Inc.
+1.67%
+$25,956.48 
PNC The PNC Financial Services Group, Inc.
+1.66%
+$312,274.04 
CAT Caterpillar Inc.
+1.65%
+$325,550.91 
TSLL Direxion Daily TSLA Bull 2X Shares
+1.6%
+$2,148.54 
OKE ONEOK, Inc.
+1.59%
+$17,642.22 
MET MetLife Inc.
+1.56%
+$6,999.33 
SCHA Schwab U.S. Small-Cap ETF
+1.54%
+$7,209.06 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+1.54%
+$6,872.02 
PAYX Paychex Inc.
+1.5%
+$145,812.89 
AM Antero Midstream Corporation
+1.48%
+$3,150 
PM Philip Morris International Inc.
+1.44%
+$30,258.8 
C Citigroup Inc.
+1.43%
+$5,508.34 
TXRH Texas Roadhouse Inc.
+1.43%
+$43,598.38 
WPC W. P. Carey Inc.
+1.42%
+$196,533.65 
TFC Truist Financial Corporation
+1.42%
+$257,319.36 
IRM Iron Mountain Inc.
+1.37%
+$153,940 
CVS CVS Health Corporation
+1.37%
+$7,102.86 
MPC Marathon Petroleum Corporation
+1.37%
+$7,261.38 
UNIT Uniti Group Inc.
+1.36%
+$34,495.24 
STAG Stag Industrial Inc.
+1.3%
+$3,118.5 
GIS General Mills, Inc.
+1.29%
+$33,316.21 
MCO Moody's Corporation
+1.27%
+$2,259.24 
IWM iShares Russell 2000 ETF
+1.25%
+$9,045.96 
WFC Wells Fargo & Company
+1.25%
+$5,887.48 
MAC The Macerich Company
+1.24%
+$55,213.48 
CAH Cardinal Health Inc.
+1.24%
+$3,474.32 
TXN Texas Instruments Inc
+1.24%
+$347,670.74 
XLK State Street Technology Select Sector SPDR ETF
+1.22%
+$13,439.94 
PFG Principal Financial Group, Inc.
+1.21%
+$4,770 
FNDA Schwab Fundamental U.S. Small Company ETF
+1.21%
+$3,240.93 
COF Capital One Financial Corporation
+1.2%
+$2,262.85 
CMI Cummins Inc.
+1.2%
+$13,304.48 
XLF Financial Select Sector SPDR Fund
+1.13%
+$4,982.53 
PAX Patria Investments Ltd. - Class A
+1.13%
+$1,815.8 
PFL PIMCO Income Strategy Fund
+1.12%
+$2,130.53 
ET Energy Transfer L.P.
+1.12%
+$15,088.71 
VICI Vici Properties Inc.
+1.1%
+$114,964.12 
ABBV AbbVie Inc.
+1.1%
+$179,770.24 
EMR Emerson Electric Co.
+1.09%
+$113,215.18 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$3,354.76 
CI The Cigna Group
+1.09%
+$2,757.39 
DEA Easterly Government Properties, Inc.
+1.07%
+$4,564.5 
XLE Energy Select Sector SPDR Fund
+1.05%
+$3,366 
CSX CSX Corporation
+1.04%
+$15,799.91 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+1.04%
+$37,957.76 
VTV Vanguard Value ETF
+1.04%
+$5,088.86 
PSX Phillips 66
+1.02%
+$35,098.51 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.01%
+$3,106.43 
GOOGL Alphabet Inc
+1.01%
+$178,510.1 
AVA Avista Corp.
+1%
+$4,257.12 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1%
+$8,072.09 
PRF Invesco FTSE RAFI US 1000 ETF
+1%
+$3,739.11 
SCHD Schwab U.S. Dividend Equity ETF
+1%
+$12,727 
NEE NextEra Energy, Inc.
+0.99%
+$3,865.68 
PLD Prologis Inc.
+0.98%
+$4,698 
BAC Bank of America Corporation
+0.97%
+$6,995.12 
HROW Harrow Inc.
+0.97%
+$5,632.34 
RSP Invesco S&P 500 Equal Weight ETF
+0.97%
+$3,775.8 
DVY iShares Select Dividend ETF
+0.96%
+$4,318.6 
V Visa Inc. Class A
+0.96%
+$165,020.33 
IJH iShares Core S&P Mid-Cap ETF
+0.93%
+$4,238.5 
SLB Schlumberger Limited
+0.92%
+$3,049.32 
MDY SPDR S&P MidCap 400 ETF Trust
+0.91%
+$3,743.75 
ICE Intercontinental Exchange, Inc.
+0.89%
+$2,031.58 
URI United Rentals, Inc.
+0.88%
+$9,780.76 
KMB Kimberly-Clark Corporation
+0.88%
+$57,140.67 
HD The Home Depot, Inc.
+0.87%
+$156,241.97 
CVX Chevron Corporation
+0.84%
+$143,002.54 
VNQ Vanguard Real Estate ETF
+0.83%
+$1,920.95 
PFN PIMCO Income Strategy Fund II
+0.81%
+$1,576.3 
PG Procter & Gamble Co
+0.81%
+$94,268.77 
LYB LyondellBasell Industries N.V.
+0.8%
+$81,416.91 
MCD McDonald's Corporation
+0.79%
+$112,369.96 
VGT Vanguard Information Technology ETF
+0.79%
+$4,577.92 
GOOG Alphabet Inc
+0.79%
+$592,122.82 
VYM Vanguard High Dividend Yield ETF
+0.79%
+$4,571.27 
ITW Illinois Tool Works Inc.
+0.79%
+$21,548 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.78%
+$5,326.66 
DTE DTE Energy Company
+0.78%
+$1,822.86 
QQQ Invesco QQQ Trust, Series 1
+0.78%
+$35,685.21 
RPM RPM International Inc.
+0.74%
+$35,100.8 
JNJ Johnson & Johnson
+0.7%
+$181,991.04 
GE General Electric Company
+0.7%
+$4,329.07 
TSLA Tesla, Inc.
+0.65%
+$23,069.88 
EVRG Evergy Inc.
+0.64%
+$119,576.81 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.62%
+$9,182.42 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.61%
+$4,677.12 
XOM Exxon Mobil Corporation
+0.6%
+$56,763.26 
IVV iShares Core S&P 500 ETF
+0.58%
+$16,426.05 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.58%
+$1,380.48 
UNH UnitedHealth Group Incorporated
+0.57%
+$57,887.85 
VOO Vanguard S&P 500 ETF
+0.57%
+$17,600.85 
PANW Palo Alto Networks, Inc.
+0.56%
+$3,580.28 
MA Mastercard Incorporated
+0.56%
+$3,682.76 
SCHB Schwab U.S. Broad Market ETF
+0.56%
+$2,656.32 
SPY SPDR S&P 500 ETF Trust
+0.56%
+$30,759.85 
RSG Republic Services, Inc.
+0.54%
+$139,478.83 
DOC Healthpeak Properties, Inc.
+0.54%
+$1,466.41 
PHYS Sprott Physical Gold Trust
+0.54%
+$1,518.95 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$6,100.8 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.52%
+$585.5 
SCHX Schwab U.S. Large-Cap ETF
+0.52%
+$8,024.85 
DHI D.R. Horton, Inc.
+0.51%
+$1,965.67 
OCSL Oaktree Specialty Lending Corporation
+0.51%
+$1,104.1 
REGN Regeneron Pharmaceuticals, Inc.
+0.51%
+$1,545.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.48%
+$2,584.68 
BMRN Biomarin Pharmaceutical Inc.
+0.46%
+$1,840.59 
FNDF Schwab Fundamental International Large Company Index ETF
+0.46%
+$1,316.14 
ROK Rockwell Automation, Inc.
+0.44%
+$1,634 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.44%
+$546.93 
MU Micron Technology, Inc.
+0.43%
+$12,485.48 
EOT Eaton Vance National Municipal Opportunities Trust
+0.43%
+$992.25 
WMB The Williams Companies, Inc.
+0.42%
+$3,009.9 
PNW Pinnacle West Capital Corporation
+0.41%
+$10,767.37 
MLPX Global X MLP & Energy Infrastructure ETF
+0.41%
+$1,300.5 
MO Altria Group, Inc.
+0.41%
+$5,888.45 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.4%
+$1,274.4 
WK Workiva Inc.
+0.39%
+$694.26 
IAU iShares Gold Trust
+0.38%
+$2,909.4 
SBUX Starbucks Corporation
+0.37%
+$4,236.24 
AZO AutoZone Inc.
+0.36%
+$1,628.76 
GLD SPDR Gold Shares
+0.34%
+$3,364.37 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.34%
+$1,053.66 
DIS The Walt Disney Company
+0.33%
+$29,854.11 
CHI Calamos Convertible Opportunities and Income Fund
+0.32%
+$654 
MMM 3M Company
+0.31%
+$1,098.04 
MCK McKesson Corporation
+0.3%
+$1,158.66 
PDM Piedmont Office Realty Trust Inc.
+0.28%
+$3,135 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.28%
+$412.48 
GD General Dynamics Corporation
+0.27%
+$825.44 
DUK Duke Energy Corporation
+0.25%
+$1,770.93 
WM Waste Management, Inc.
+0.25%
+$6,311.36 
UGI UGI Corporation
+0.24%
+$522.33 
AB AllianceBernstein Holding L.P.
+0.22%
+$714.16 
STWD Starwood Property Trust Inc.
+0.21%
+$981.19 
AEP American Electric Power Company, Inc.
+0.2%
+$774.75 
CINF Cincinnati Financial Corporation
+0.19%
+$1,963.52 
VUG Vanguard Growth ETF
+0.17%
+$2,429.04 
PFE Pfizer Inc.
+0.15%
+$17,994.12 
AMGN Amgen Inc.
+0.14%
+$13,179.98 
COST Costco Wholesale Corporation
+0.13%
+$43,066.58 
RITM-PD Rithm Capital Corp.
+0.12%
+$474.8 
EAF GrafTech International Ltd.
+0.12%
+$10.71 
NVDA NVIDIA Corporation
+0.12%
+$25,360.32 
HYI Western Asset High Yield Defined Opportunity Fund Inc.
+0.09%
+$183.9 
NMCO Nuveen Municipal Credit Opportunities Fund
+0.09%
+$121.91 
MDT Medtronic plc
+0.07%
+$8,686.98 
TJX The TJX Companies, Inc.
+0.07%
+$200.22 
RTX RTX Corporation
+0.07%
+$11,484.36 
ASRT Assertio Holdings Inc.
+0.06%
+$44.96 
GNL Global Net Lease, Inc.
+0.05%
+$1,015.22 
SHEL Shell plc
+0.01%
+$79.29 
00971TAL5
0%
$0 
02376RAF9
0%
$0 
09061GAK7
0%
$0 
156431AQ1
0%
$0 
163072AA9
0%
$0 
22410JAB2
0%
$0 
29786AAL0
0%
$0 
29786AAN6
0%
$0 
30050BAD3
0%
$0 
30063PAB1
0%
$0 
393222AK0
0%
$0 
40637HAD1
0%
$0 
40637HAF6
0%
$0 
462222AD2
0%
$0 
462222AF7
0%
$0 
55024UAD1
0%
$0 
595017AF1
0%
$0 
682143AG7
0%
$0 
866082AA8
0%
$0 
90353TAJ9
0%
$0 
92343XAC4
0%
$0 
ABC AmerisourceBergen Corporation
0%
$0 
AZN
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CIO City Office REIT Inc.
0%
$0 
ENB Enbridge Inc.
0%
$0 
ENVXW Enovix Corporation Warrant, exercisable for one Enovix Corporation common share at $8.75 per share, expiring October 1, 2026
0%
$0 
NDMO Nuveen Dynamic Municipal Opportunities Fund
0%
$0 
NFJ
0%
$0 
SCVL Shoe Carnival Inc.
0%
$0 
SO The Southern Company
0%
$0 
KLAC KLA Corporation
-89.61%
-$6.9B 
ADBE Adobe Inc.
-7%
-$320,866.98 
CTAS Cintas Corporation
-2.48%
-$9,871.68 
PLTR Palantir Technologies Inc.
-2.21%
-$23,550.84 
AMZN Amazon.com Inc
-2.01%
-$573,887.06 
GTN Gray Television, Inc.
-1.97%
-$840 
ABT Abbott Laboratories
-1.93%
-$15,066.57 
AAPL Apple Inc.
-1.77%
-$1.4M 
NKE Nike, Inc. - Class B
-1.74%
-$13,740 
SHOP Shopify Inc.
-1.68%
-$4,914.12 
ORCL Oracle Corporation
-1.59%
-$541,539.21 
MELI MercadoLibre, Inc.
-1.51%
-$3,852.04 
CLX The Clorox Company
-1.41%
-$4,041.43 
LLY Eli Lilly and Company
-1.35%
-$50,553.84 
MLPA Global X MLP ETF
-1.33%
-$75,206.16 
LMT Lockheed Martin Corporation
-1.32%
-$292,904.3 
NOW ServiceNow, Inc.
-1.26%
-$3,386.51 
INTU Intuit Inc.
-1.24%
-$2,140.32 
ISRG Intuitive Surgical, Inc.
-1.1%
-$4,962.21 
AVGO Broadcom Inc.
-1.1%
-$535,421.98 
IONS Ionis Pharmaceuticals, Inc.
-0.99%
-$119,115.56 
UPS United Parcel Service, Inc.
-0.96%
-$6,242.08 
NXDR Nextdoor Holdings, Inc.
-0.93%
-$198 
MSFT Microsoft Corp.
-0.86%
-$447,030.27 
IBM International Business Machines Corporation
-0.84%
-$244,009.37 
PDI Pimco Dynamic Income Fund
-0.82%
-$1,421.68 
CRM Salesforce Inc
-0.82%
-$53,521.44 
AMT American Tower Corporation
-0.81%
-$6,928.99 
HWM Howmet Aerospace Inc.
-0.79%
-$3,301.2 
MDLZ Mondelez International, Inc.
-0.77%
-$2,395.12 
HII Huntington Ingalls Industries Inc.
-0.75%
-$3,867.75 
AJG Arthur J. Gallagher & Co.
-0.73%
-$149,451.47 
EXEL Exelixis Inc.
-0.73%
-$12,499.89 
MRK Merck & Co., Inc.
-0.62%
-$5,019 
NFLX Netflix, Inc.
-0.62%
-$4,444 
NOC Northrop Grumman Corporation
-0.62%
-$11,440.87 
BXSL Blackstone Secured Lending Fund
-0.59%
-$8,416.66 
DHY Credit Suisse High Yield Bond Fund
-0.57%
-$900 
GILD Gilead Sciences Inc.
-0.5%
-$2,854.53 
OSUR Orasure Technologies Inc.
-0.48%
-$264.64 
ETN Eaton Corporation plc
-0.47%
-$4,031.35 
EPD Enterprise Products Partners L.P.
-0.44%
-$10,199.97 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.43%
-$2,380.34 
WES Western Midstream Partners, LP
-0.43%
-$1,615 
CRWD CrowdStrike Holdings, Inc.
-0.41%
-$5,509.11 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.41%
-$450 
BA Boeing Company
-0.38%
-$7,495.32 
META Meta Platforms Inc Class A
-0.36%
-$87,813.12 
PBR Petrobras S.A. Sponsored ADR
-0.36%
-$1,109.55 
PAA Plains All American Pipeline, L.P.
-0.35%
-$845.66 
KO The Coca-Cola Company
-0.34%
-$28,012.65 
NUV Nuveen Municipal Value Fund, Inc.
-0.27%
-$378 
NVS Novartis AG Sponsored ADR
-0.27%
-$922.32 
F-PD Ford Motor Company 6.500% Notes
-0.27%
-$716.34 
CSCO Cisco Systems, Inc.
-0.26%
-$114,551.04 
PAGS PagSeguro Digital Ltd.
-0.22%
-$414.54 
CLF Cleveland-Cliffs Inc.
-0.18%
-$16,383.85 
GUT The Gabelli Utility Trust
-0.16%
-$159.19 
WMT Walmart Inc.
-0.15%
-$57,118.57 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.15%
-$1,308.37 
SON Sonoco Products Co.
-0.15%
-$3,909.3 
MPLX MPLX LP
-0.14%
-$523.36 
DOV Dover Corporation
-0.14%
-$685.8 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$443.64 
WEC WEC Energy Group Inc.
-0.11%
-$386.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.11%
-$660.55 
EAD Allspring Income Opportunities Fund
-0.08%
-$152.75 
PEP PepsiCo, Inc.
-0.07%
-$9,806.6 
CL Colgate-Palmolive Company
-0.07%
-$147.24 
CLM Cornerstone Strategic Investment Fund, Inc.
-0.07%
-$50.67 
IWF iShares Russell 1000 Growth ETF
-0.06%
-$220.36 
LOW Lowe's Companies Inc.
-0.03%
-$157.23 
HIX Western Asset High Income Fund II Inc.
-0.01%
-$6.4 Events
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Dividends
Dividend Analysis
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| Trades 3097 | Longs Won 1775/3097 57% | Profit Factor 9.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.24M |
| Average Win $758,548.32 | Best Trade (Jun 12) $618.83M | Sharpe Ratio -11.34 |
| Average Loss -$107,885.58 | Worst Trade (Sep 30) -$9.07M | Z-Score 0.56 (42.16%) |
| Commissions $0 | Avg. Trade Length 1y 11m 4w | Expectancy $388,698.27 |
| 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% | 0.08% | 0.71% | 4.52% | 23.17% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
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