Thomas Dobbins Portfolio
Invests via New Republic Capital, LLC | Managed by John P. Alar, Samuel B. Bowles, Thomas K. Hoops, Nirav D. Kachalia, B. Pearson Pendergrass, Michael P. Phipps, CAIA, C. Brett Scott, CFA, CAIA
Invests via New Republic Capital, LLC
Managed by John P. Alar, Samuel B. Bowles, Thomas K. Hoops, Nirav D. Kachalia, B. Pearson Pendergrass, Michael P. Phipps, CAIA, C. Brett Scott, CFA, CAIA
Automatically Tracked
Thomas Dobbins Profile
Seasoned investor and operating executive focused on value-oriented private equity and growth investments across technology, industrials and healthcare. Thomas Dobbins combines prior investment banking and corporate operating experience to lead carve-outs, operational turnarounds and board-level strategy. Active in deal sourcing, portfolio transformation and capital structure optimization, he is known for hands-on governance and exit-driven value creation. Frequent collaborator with PE sponsors, management teams and institutional investors.
Seasoned investor and operating executive focused on value-oriented private equity and growth investments across technology, industrials and healthcare. Thomas Dobbins combines prior investment banking and corporate operating experience to lead carve-outs, operational turnarounds and board-level strategy. Active in deal sourcing, portfolio transformation and capital structure optimization, he is known for hands-on governance and exit-driven value creation. Frequent collaborator with PE sponsors, management teams and institutional investors.
Investment Philosophy & Strategy
Value-driven private equity investor and operator specializing in technology, industrials and healthcare. Emphasizes carve-outs, operational turnarounds and capital structure optimization to convert underperforming assets into exit-ready businesses. Combines investment-banking rigor with hands-on governance, active board engagement and close collaboration with sponsors and management. Underwriting prioritizes cash-flow improvement, margin expansion and realistic exit pathways over multiple-year horizons, with disciplined leverage and tactical bolt-on growth.
Value-driven private equity investor and operator specializing in technology, industrials and healthcare. Emphasizes carve-outs, operational turnarounds and capital structure optimization to convert underperforming assets into exit-ready businesses. Combines investment-banking rigor with hands-on governance, active board engagement and close collaboration with sponsors and management. Underwriting prioritizes cash-flow improvement, margin expansion and realistic exit pathways over multiple-year horizons, with disciplined leverage and tactical bolt-on growth.
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:
31.99%
Gain
Monthly
0.93%
Yearly
11.7%
Drawdown
25.23%
$334.41M
Equity
Holdings
$334.41M
Investment
$273.94M
$123.67M
Profit -$1.7M
Realized
$63.19M
Unrealized
$60.48M
Dividends
$13.45M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.7M
Win %
77%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$465,890.81
Win %
77%
This Month
Compared to last month
Gain
1.11%
Profit
$3.67M
Win %
77%
This Year
Compared to last year
Gain
13.32%
Profit
$39.33M
Win %
77%
ABT Abbott Laboratories
+10.41%
+$87,433.58 
LCNB Lcnb Corporation
+9.53%
+$29,818.74 
BTI British American Tobacco p.l.c. ADR
+4.46%
+$10,807.5 
INTU Intuit Inc.
+4.19%
+$8,103.32 
ORLY O'Reilly Automotive Inc.
+3.79%
+$7,312.83 
ACN Accenture plc Class A
+3.67%
+$7,771.35 
HLN Haleon Plc - ADR
+3.64%
+$6,728.67 
SYK Stryker Corporation
+3.6%
+$10,219.24 
UNH UnitedHealth Group Incorporated
+3.52%
+$33,843.04 
PLD Prologis Inc.
+3.51%
+$10,180.72 
MRK Merck & Co., Inc.
+3.48%
+$37,620.7 
ITW Illinois Tool Works Inc.
+3.42%
+$25,854.03 
BF-A Brown-Forman Corporation
+3.36%
+$12,674.52 
UPS United Parcel Service, Inc.
+3.23%
+$14,749.65 
KSS Kohl's Corporation
+3.22%
+$15,959.9 
SBUX Starbucks Corporation
+3.21%
+$13,162.5 
UNP Union Pacific Corporation
+3.21%
+$10,948.65 
ADP Automatic Data Processing Inc.
+3.2%
+$9,966.6 
BF-B Brown-Forman Corporation
+3.19%
+$933.6 
ABBV AbbVie Inc.
+3.14%
+$51,097.54 
MDT Medtronic plc
+3.13%
+$5,848.92 
PNFP Pinnacle Financial Partners Inc.
+3.05%
+$11,758.72 
MDLZ Mondelez International, Inc.
+3.01%
+$9,691.81 
KHC The Kraft Heinz Company
+2.98%
+$7,619.87 
PEY Invesco High Yield Equity Dividend Achievers ETF
+2.89%
+$3,668.73 
TMUS T-Mobile US, Inc.
+2.85%
+$6,392.34 
VZ Verizon Communications Inc.
+2.81%
+$15,618 
WELL Welltower Inc.
+2.79%
+$12,557.79 
NSC Norfolk Southern Corporation
+2.75%
+$182,945.75 
CL Colgate-Palmolive Company
+2.72%
+$11,018.25 
CSX CSX Corporation
+2.7%
+$31,945.22 
PSX Phillips 66
+2.68%
+$6,253.45 
AMGN Amgen Inc.
+2.65%
+$11,316.9 
PM Philip Morris International Inc.
+2.61%
+$89,184.4 
MCD McDonald's Corporation
+2.61%
+$12,290.92 
ADSK Autodesk, Inc.
+2.6%
+$12,880.27 
HCA HCA Healthcare Inc.
+2.57%
+$9,097.16 
TJX The TJX Companies, Inc.
+2.55%
+$18,660.95 
T AT&T Inc.
+2.54%
+$7,296.46 
CRM Salesforce Inc
+2.53%
+$12,224.7 
ISRG Intuitive Surgical, Inc.
+2.53%
+$8,842.5 
ALC Alcon Inc.
+2.51%
+$6,780.24 
CP Canadian Pacific Kansas City Limited
+2.46%
+$8,284.45 
TPR Tapestry Inc.
+2.44%
+$5,580.61 
CMCSA Comcast Corp
+2.43%
+$13,135.65 
ADBE Adobe Inc.
+2.4%
+$7,558.9 
LOW Lowe's Companies Inc.
+2.3%
+$7,181.8 
PEP PepsiCo, Inc.
+2.27%
+$10,998.68 
SPG Simon Property Group, Inc.
+2.25%
+$7,504.14 
MA Mastercard Incorporated
+2.22%
+$103,798.72 
COST Costco Wholesale Corporation
+2.21%
+$16,208.42 
HDV iShares Core High Dividend ETF
+2.13%
+$2,950 
XLP Consumer Staples Select Sector SPDR Fund
+2.11%
+$167.2 
KO The Coca-Cola Company
+2.07%
+$21,846.17 
CSL Carlisle Companies Inc.
+2.04%
+$13,073.63 
XLV Health Care Select Sector SPDR Fund
+2.03%
+$6,898.29 
SPGI S&P Global Inc.
+1.94%
+$9,066.74 
WMT Walmart Inc.
+1.93%
+$23,268.91 
SCHD Schwab U.S. Dividend Equity ETF
+1.9%
+$16.61 
ASO Academy Sports and Outdoors, Inc.
+1.81%
+$5,585.76 
IYH iShares U.S. Healthcare ETF
+1.78%
+$911.54 
V Visa Inc. Class A
+1.75%
+$35,588.32 
LLY Eli Lilly and Company
+1.75%
+$33,205.03 
HD The Home Depot, Inc.
+1.65%
+$13,603.68 
UL Unilever PLC Sponsored American Depositary Receipt
+1.64%
+$6,619.54 
IYR iShares U.S. Real Estate ETF
+1.63%
+$118.65 
DIS The Walt Disney Company
+1.63%
+$7,282.22 
PG Procter & Gamble Co
+1.61%
+$18,049.92 
VNQ Vanguard Real Estate ETF
+1.6%
+$13,483.16 
RNR Renaissancere Holdings Ltd.
+1.6%
+$13,649.8 
MCO Moody's Corporation
+1.59%
+$6,968.01 
USB U.S. Bancorp
+1.55%
+$8,161.44 
MTDR Matador Resources Company
+1.53%
+$3,929.2 
SAP SAP SE Sponsored ADR
+1.51%
+$6,464.82 
ET Energy Transfer L.P.
+1.48%
+$5,321.8 
CVX Chevron Corporation
+1.48%
+$14,437.25 
IBM International Business Machines Corporation
+1.44%
+$7,704.33 
IJS iShares S&P Small-Cap 600 Value ETF
+1.4%
+$6,285.2 
CTVA Corteva Inc.
+1.36%
+$2,770.35 
JNJ Johnson & Johnson
+1.36%
+$28,042.85 
MSFT Microsoft Corp.
+1.35%
+$95,101.78 
XOM Exxon Mobil Corporation
+1.31%
+$15,460.2 
GILD Gilead Sciences Inc.
+1.31%
+$4,669.83 
CB Chubb Limited
+1.25%
+$2,994.85 
TM Toyota Motor Corporation
+1.22%
+$3,541.05 
IWN iShares Russell 2000 Value ETF
+1.18%
+$36.54 
DE Deere & Company
+1.17%
+$3,398.72 
AAPL Apple Inc.
+1.12%
+$155,163.52 
PFE Pfizer Inc.
+1.11%
+$4,276.8 
EPD Enterprise Products Partners L.P.
+1.11%
+$2,234.36 
IYE iShares U.S. Energy ETF
+1.09%
+$192.54 
KMI Kinder Morgan, Inc.
+1.09%
+$4,650.1 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.04%
+$1,949.12 
NVS Novartis AG Sponsored ADR
+1.01%
+$5,348.88 
AZN AstraZeneca PLC American Depositary Shares
+1%
+$4,601.87 
PH Parker-Hannifin Corporation
+0.97%
+$3,246.75 
COP ConocoPhillips
+0.96%
+$2,601.17 
DHR Danaher Corporation
+0.92%
+$2,349.5 
SO The Southern Company
+0.91%
+$4,610.45 
DUK Duke Energy Corporation
+0.89%
+$5,792.41 
WFC Wells Fargo & Company
+0.87%
+$5,850.72 
MLM Martin Marietta Materials, Inc.
+0.85%
+$17,341.05 
UBER Uber Technologies, Inc.
+0.81%
+$18,200.91 
TRV The Travelers Companies, Inc.
+0.8%
+$1,834.87 
APD Air Products and Chemicals, Inc.
+0.79%
+$1,805.75 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.76%
+$2,883.27 
EMLP First Trust North American Energy Infrastructure Fund
+0.76%
+$54,143.04 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$12,536.34 
TSN Tyson Foods Inc.
+0.75%
+$1,599.6 
CVS CVS Health Corporation
+0.75%
+$2,433.99 
IWD iShares Russell 1000 Value ETF
+0.69%
+$4,868.8 
IWS iShares Russell Mid-Cap Value ETF
+0.68%
+$826.69 
VOE Vanguard Mid-Cap Value ETF
+0.67%
+$994.57 
USMV iShares MSCI USA Min Vol Factor ETF
+0.67%
+$3,326.26 
IVE ISHARES S&P 500 VALUE ETF
+0.65%
+$4,909.5 
IWX iShares Russell Top 200 Value ETF
+0.64%
+$97.3 
D Dominion Energy, Inc.
+0.63%
+$3,114.45 
SHEL Shell plc
+0.61%
+$3,528.2 
VRTX Vertex Pharmaceuticals Incorporated
+0.58%
+$1,478.96 
EMR Emerson Electric Co.
+0.56%
+$1,497.65 
WMB The Williams Companies, Inc.
+0.5%
+$2,097.53 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$1,888.3 
PNC The PNC Financial Services Group, Inc.
+0.44%
+$1,244.25 
AXP American Express Company
+0.4%
+$1,962.72 
VYM Vanguard High Dividend Yield ETF
+0.33%
+$3,718.52 
AMZN Amazon.com Inc
+0.31%
+$15,491.58 
LMT Lockheed Martin Corporation
+0.3%
+$1,205.76 
QUAL iShares MSCI USA Quality Factor ETF
+0.28%
+$4,034.34 
PRF Invesco FTSE RAFI US 1000 ETF
+0.27%
+$674.98 
VTV Vanguard Value ETF
+0.27%
+$1,736.72 
BABA Alibaba Group Holding Limited SP ADR
+0.26%
+$503.7 
HSBC HSBC Holdings plc Sponsored ADR
+0.24%
+$1,678.8 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$2,188.07 
QLTY GMO U.S. Quality ETF
+0.21%
+$45,451.26 
HON Honeywell International Inc.
+0.21%
+$372.64 
TMO Thermo Fisher Scientific Inc.
+0.18%
+$1,212.51 
GOOGL Alphabet Inc
+0.18%
+$8,899.31 
GOOG Alphabet Inc
+0.17%
+$14,959.03 
NFLX Netflix, Inc.
+0.16%
+$4,417.21 
LIN Linde plc
+0.13%
+$562.82 
VB Vanguard Small-Cap ETF
+0.13%
+$486.03 
IWR iShares Russell Mid-Cap ETF
+0.11%
+$131.25 
SMMD iShares Russell 2500 ETF
+0.1%
+$81.86 
XLF Financial Select Sector SPDR Fund
+0.08%
+$72.63 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.08%
+$20.21 
GD General Dynamics Corporation
+0.06%
+$209.06 
IWM iShares Russell 2000 ETF
+0.04%
+$348.26 
VTWO Vanguard Russell 2000 ETF
+0.03%
+$58.8 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$1,648.1 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-10.44%
-$63,190.05 
NOK Nokia Corporation Sponsored ADR
-7.91%
-$10,792.14 
MU Micron Technology, Inc.
-6.1%
-$122,212.8 
GE General Electric Company
-5.88%
-$91,690 
AMD Advanced Micro Devices, Inc.
-5.53%
-$124,527.84 
INTC Intel Corporation
-5.17%
-$40,593.28 
FCX Freeport-McMoRan Inc.
-4.95%
-$11,180.04 
ETN Eaton Corporation plc
-4.95%
-$19,827.82 
BHP BHP Group Ltd.
-4.94%
-$17,652.05 
BAI iShares A.I. Innovation and Tech Active ETF
-4.68%
-$11,124.37 
CI The Cigna Group
-4.64%
-$12,590.02 
ORCL Oracle Corporation
-4.59%
-$27,092.48 
LRCX Lam Research Corporation
-4.5%
-$54,052.38 
GS The Goldman Sachs Group, Inc.
-4.38%
-$54,266 
MS Morgan Stanley
-4.22%
-$1M 
NEM Newmont Corporation
-4.09%
-$7,969.17 
PBW Invesco WilderHill Clean Energy ETF
-4.07%
-$58.22 
TXN Texas Instruments Inc
-4%
-$38,142.72 
CAT Caterpillar Inc.
-3.78%
-$71,414.85 
GDX VanEck Gold Miners ETF
-3.54%
-$1,008.7 
QCOM QUALCOMM Incorporated
-3.52%
-$14,828.55 
AVGO Broadcom Inc.
-3.49%
-$151,525 
GEV GE Vernova Inc.
-3.46%
-$22,046 
ICLN iShares Global Clean Energy ETF
-3.46%
-$5.94 
PWR Quanta Services Inc.
-3.43%
-$18,934.72 
PRN Invesco Dorsey Wright Industrials ETF
-3.15%
-$1,259.12 
CSCO Cisco Systems, Inc.
-3.13%
-$38,643.5 
ANET Arista Networks, Inc.
-3.04%
-$8,784.33 
MTUM iShares MSCI USA Momentum Factor ETF
-2.87%
-$4,789.01 
ITA iShares U.S. Aerospace & Defense ETF
-2.87%
-$753.69 
MFG Mizuho Financial Group Inc. ADR
-2.86%
-$8,007.77 
UBS UBS Group AG
-2.85%
-$11,242.8 
ADI Analog Devices, Inc.
-2.82%
-$19,674.87 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.54%
-$16,814.16 
KLAC KLA Corporation
-2.53%
-$28,690.2 
NVDA NVIDIA Corporation
-2.42%
-$220,847.45 
XLK State Street Technology Select Sector SPDR ETF
-2.38%
-$14,703.41 
APH Amphenol Corporation
-2.25%
-$12,351.06 
AMAT Applied Materials, Inc.
-2.23%
-$19,418.76 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-2.17%
-$10,339.08 
NMR Nomura Holdings Inc. Sponsored ADR
-2.14%
-$2,342.64 
EEM iShares MSCI Emerging Markets ETF
-2.1%
-$36,516.07 
IGM iShares Expanded Tech Sector ETF
-2.08%
-$13.22 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.05%
-$43.05 
VGT Vanguard Information Technology ETF
-2.03%
-$6,111.16 
IEMG iShares Core MSCI Emerging Markets ETF
-1.96%
-$27,941.51 
C Citigroup Inc.
-1.92%
-$5,731.65 
DASH DoorDash, Inc.
-1.89%
-$15,968.32 
IYW iShares U.S. Technology ETF
-1.84%
-$3,499.12 
NOW ServiceNow, Inc.
-1.82%
-$5,168.27 
GLD SPDR Gold Shares
-1.78%
-$5,876.4 
DLR Digital Realty Trust, Inc.
-1.77%
-$3,871.92 
META Meta Platforms Inc Class A
-1.75%
-$52,592.73 
IAU iShares Gold Trust
-1.73%
-$49,072.32 
EQIX Equinix, Inc.
-1.72%
-$5,191.04 
EWJ iShares MSCI Japan ETF
-1.66%
-$107,993.15 
IWY iShares Russell Top 200 Growth ETF
-1.48%
-$1,694.55 
IWF iShares Russell 1000 Growth ETF
-1.48%
-$7,407.84 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.47%
-$1,483.82 
VONG Vanguard Russell 1000 Growth Fund
-1.45%
-$6,992 
IWP iShares Russell Mid-Cap Growth ETF
-1.44%
-$298.22 
ING ING Groep N.V. Sponsored ADR
-1.43%
-$4,279.27 
TSLA Tesla, Inc.
-1.41%
-$23,515.35 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$6,543.27 
RTX RTX Corporation
-1.36%
-$11,641.24 
TTE TotalEnergies SE
-1.34%
-$3,399.84 
LHX L3Harris Technologies, Inc.
-1.3%
-$2,429.15 
SCHE Schwab Emerging Markets Equity ETF
-1.28%
-$1,805.6 
BLCR iShares Large Cap Core ACT ETF
-1.23%
-$1,871.48 
SCHF Schwab International Equity ETF
-1.18%
-$14.3 
IUSG iShares Core S&P U.S. Growth ETF
-1.17%
-$310.8 
VWO Vanguard FTSE Emerging Markets ETF
-1.17%
-$7,859.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$9,991.66 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.15%
-$465.45 
IWO iShares Russell 2000 Growth ETF
-1.14%
-$43.6 
SAN Banco Santander S.A. Sponsored ADR
-1.12%
-$5,554.73 
EFG iShares MSCI EAFE Growth ETF
-1.11%
-$1,972.88 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$37,256.66 
RAAX VanEck Real Assets ETF
-1.11%
-$37,497.24 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.1%
-$44.2 
VEU Vanguard FTSE All-World ex-US ETF
-1.1%
-$3,743.26 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$20,446.05 
VLUE iShares MSCI USA Value Factor ETF
-1.05%
-$448 
IYM iShares U.S. Basic Materials ETF
-1.04%
-$330.3 
RYT Invesco S&P 500 Equal Weight ETF
-1.02%
-$489.8 
FER Ferrovial SE
-0.97%
-$2,258.04 
CORO Ishares International Country Rotational Active ETF
-0.96%
-$456.09 
MGK Vanguard Mega Cap Growth ETF
-0.95%
-$238 
PGR Progressive Corporation
-0.94%
-$3,216.52 
BA Boeing Company
-0.93%
-$2,373.07 
BKNG Booking Holdings Inc.
-0.92%
-$2,688 
VUG Vanguard Growth ETF
-0.89%
-$16,400.22 
IVLU iShares MSCI International Value Factor ETF
-0.86%
-$1,169.83 
EFA iShares MSCI EAFE ETF
-0.85%
-$51,229.29 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$14,441.17 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.81%
-$8,215.34 
HLT Hilton Worldwide Holdings Inc.
-0.8%
-$2,162.16 
IBIT iShares Bitcoin Trust
-0.77%
-$5,191.85 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.76%
-$2,182.41 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.75%
-$3,383.34 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.74%
-$1,423.8 
THRO iShares U.S. Thematic Rotation Active ETF
-0.71%
-$1,400.87 
GBTC Grayscale Bitcoin Trust ETF
-0.69%
-$3,514 
ACWI iShares MSCI ACWI ETF
-0.69%
-$3,183.84 
XSMO Invesco S&P SmallCap Momentum ETF
-0.63%
-$140 
VT Vanguard Total World Stock ETF
-0.62%
-$1,898.26 
AOA iShares Core Aggressive Allocation ETF
-0.59%
-$2,122.8 
EFV iShares MSCI EAFE Value ETF
-0.55%
-$1,802.2 
PLTR Palantir Technologies Inc.
-0.55%
-$2,837.84 
XLI Industrial Select Sector SPDR Fund
-0.53%
-$468.35 
ESGU iShares ESG Aware MSCI USA ETF
-0.51%
-$607.55 
JPM JPMorgan Chase & Co.
-0.47%
-$57,895.78 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.46%
-$85.68 
VTHR Vanguard Russell 3000 ETF
-0.45%
-$1,842.88 
MGC Vanguard Mega Cap ETF
-0.44%
-$3,031.43 
LYG Lloyds Banking Group Plc ADR
-0.41%
-$639.3 
IEV iShares Europe ETF
-0.41%
-$499.8 
ASML ASML Holding N.V. New York Registry Shares
-0.4%
-$5,755.76 
OEF iShares S&P 100 ETF
-0.4%
-$5.96 
IDV iShares International Select Dividend ETF
-0.4%
-$2,253.86 
BP BP p.l.c. Sponsored ADR
-0.39%
-$766.56 
ROK Rockwell Automation, Inc.
-0.39%
-$1,007.48 
VOO Vanguard S&P 500 ETF
-0.39%
-$7,668.24 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$32,781.27 
IVV iShares Core S&P 500 ETF
-0.38%
-$12,238 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.38%
-$44.73 
SCHB Schwab U.S. Broad Market ETF
-0.38%
-$1,632.29 
VYMI Vanguard International High Dividend Yield Index Fund
-0.37%
-$4,936.24 
ILOW AB International Low Volatility Equity ETF
-0.36%
-$10,256.14 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$13,127.4 
IWV ISHARES RUSSELL 3000 ETF
-0.34%
-$25,786.04 
IWB iShares Russell 1000 ETF
-0.34%
-$1,638 
SCHX Schwab U.S. Large-Cap ETF
-0.34%
-$97.9 
VXF Vanguard Extended Market ETF
-0.34%
-$322.38 
RY Royal Bank of Canada
-0.33%
-$947.14 
TLT iShares 20+ Year Treasury Bond ETF
-0.31%
-$0.78 
TLH iShares 10-20 Year Treasury Bond ETF
-0.28%
-$448.25 
PANW Palo Alto Networks, Inc.
-0.24%
-$1,635.72 
IAGG iShares International Aggregate Bond Fund
-0.19%
-$168.91 
NEE NextEra Energy, Inc.
-0.18%
-$963.52 
VO Vanguard Mid-Cap ETF
-0.18%
-$51.62 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.18%
-$213.01 
MUB iShares National Muni Bond ETF
-0.17%
-$149.48 
GOVT iShares U.S. Treasury Bond ETF
-0.15%
-$223.72 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.15%
-$174.69 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.14%
-$2.77 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.14%
-$26.2 
DMBS DoubleLine Mortgage ETF
-0.13%
-$9,084.06 
SCHV Schwab U.S. Large-Cap Value ETF
-0.13%
-$1,350.81 
MBB iShares MBS ETF
-0.13%
-$166.2 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.13%
-$2.42 
BAC Bank of America Corporation
-0.12%
-$895.42 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.12%
-$697.56 
TIP iShares TIPS Bond ETF
-0.11%
-$1.15 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$326.83 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$188.3 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.07%
-$396.69 
SCHW Charles Schwab Corporation
-0.06%
-$265.85 
BLK BlackRock, Inc.
-0.06%
-$266.88 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$3.4 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$19.11 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$1.32 Events
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Dividends
Dividend Analysis
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| Trades 2763 | Longs Won 1968/2763 71% | Profit Factor 11.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $402,165.4 |
| Average Win $68,865.75 | Best Trade (Jul 15) $14.66M | Sharpe Ratio -10.79 |
| Average Loss -$14,913.73 | Worst Trade (Jul 10) -$1.37M | Z-Score 5.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w | Expectancy $44,759.82 |
| 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 | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
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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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