SB

Scott Boyce Portfolio

Invests via Decker Retirement Planning Inc. | Managed by Decker Retirement Planning Inc., AE Wealth Management LLC
Invests via Decker Retirement Planning Inc.
Managed by Decker Retirement Planning Inc., AE Wealth Management LLC
Automatically Tracked
Tracking: 0 Updated: 21 hours ago
Scott Boyce Profile

Scott Boyce is an experienced investor-operator known for his expertise in developing strategic business initiatives within the technology sector. With a career characterized by leadership roles across multiple startups, he has been instrumental in driving product innovation and market expansion efforts. His acumen in identifying growth opportunities not only elevates organizational performance but also positions companies to thrive amidst competitive challenges. An advocate of entrepreneurship, Scott's deep understanding of industry dynamics enables him to forge valuable partnerships that enhance operational capabilities and foster sustainable development.

Scott Boyce is an experienced investor-operator known for his expertise in developing strategic business initiatives within the technology sector. With a career characterized by leadership roles across multiple startups, he has been instrumental in driving product innovation and market expansion efforts. His acumen in identifying growth opportunities not only elevates organizational performance but also positions companies to thrive amidst competitive challenges. An advocate of entrepreneurship, Scott's deep understanding of industry dynamics enables him to forge valuable partnerships that enhance operational capabilities and foster sustainable development.

Investment Philosophy & Strategy

Innovation within technology-focused investments creates the foundation for value generation. Scott Boyce excels in identifying transformative opportunities that promise substantial growth potential. His unique blend of operational insight and entrepreneurial spirit drives strategic initiatives that not only aim for high returns but also focus on sustainable development through partnership cultivation. With a history steeped in developing startups, he adeptly navigates competitive landscapes, ensuring robust positioning against market challenges. His emphasis on fostering innovation enhances agility while promoting a culture ripe for adaptation and change.

Innovation within technology-focused investments creates the foundation for value generation. Scott Boyce excels in identifying transformative opportunities that promise substantial growth potential. His unique blend of operational insight and entrepreneurial spirit drives strategic initiatives that not only aim for high returns but also focus on sustainable development through partnership cultivation. With a history steeped in developing startups, he adeptly navigates competitive landscapes, ensuring robust positioning against market challenges. His emphasis on fostering innovation enhances agility while promoting a culture ripe for adaptation and change.

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:
39.85%
Gain +0.02%
Monthly
1.94%
Yearly
25.98%
Drawdown
15.48%
$270.04M
Equity
Holdings
$270.04M
Investment
$209.05M
$77.69M
Profit +$41,203.66
Realized
$16.69M
Unrealized
$61M
Dividends
$5.2M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0.02%
Profit
$41,203.66
Win %
74%
This Week
Compared To Last Week
Gain
0.02%
Profit
$41,203.66
Win %
74%
This Month
Compared to last month
Gain
0.52%
Profit
$1.4M
Win %
74%
This Year
Compared to last year
Gain
20.15%
Profit
$45.71M
Win %
73%
Alumis Inc. logo
ALMS Alumis Inc.
+15.55%
+$295.75
Sayona Mining Ltd logo
ELVR Sayona Mining Ltd
+8.28%
+$142.12
Aura Minerals Inc. logo
AUGO Aura Minerals Inc.
+7.62%
+$254,259.83
Mosaic Company logo
MOS Mosaic Company
+7.59%
+$17.6
Silvercorp Metals Inc. logo
SVM Silvercorp Metals Inc.
+7.52%
+$130.35
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
+7.25%
+$1.25M
Albemarle Corporation logo
ALB Albemarle Corporation
+7.14%
+$247,125.48
FormFactor Inc. logo
FORM FormFactor Inc.
+6.89%
+$343,981.56
Avino Silver & Gold Mines Ltd. logo
ASM Avino Silver & Gold Mines Ltd.
+6.86%
+$32.8
Intel Corporation logo
INTC Intel Corporation
+6.51%
+$867.54
Viavi Solutions Inc. logo
VIAV Viavi Solutions Inc.
+6.41%
+$362,005.28
Western Digital Corporation logo
WDC Western Digital Corporation
+6.36%
+$260,844.64
Nexa Resources S.A. logo
NEXA Nexa Resources S.A.
+6.35%
+$48.38
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+4.73%
+$2,496.96
GE Vernova Inc. logo
GEV GE Vernova Inc.
+3.73%
+$1,828.98
TTM Technologies, Inc. logo
TTMI TTM Technologies, Inc.
+3.65%
+$266.76
Photronics Inc. logo
PLAB Photronics Inc.
+3.42%
+$102,254.25
Centerra Gold Inc. logo
CGAU Centerra Gold Inc.
+3.33%
+$20.28
OR ROYALTIES INC COMMON STOCK logo
OR OR ROYALTIES INC COMMON STOCK
+3.33%
+$386.95
iShares MSCI Global Gold Miners ETF logo
RING iShares MSCI Global Gold Miners ETF
+3.21%
+$209.52
IPG Photonics Corporation logo
IPGP IPG Photonics Corporation
+3.11%
+$112,858.28
VanEck Gold Miners ETF logo
GDX VanEck Gold Miners ETF
+2.97%
+$1,603.14
Barclays PLC Sponsored ADR logo
BCS Barclays PLC Sponsored ADR
+2.91%
+$97.2
The Vita Coco Company, Inc. logo
COCO The Vita Coco Company, Inc.
+2.86%
+$4.5
Orla Mining Ltd. logo
ORLA Orla Mining Ltd.
+2.8%
+$11.02
American Eagle Outfitters, Inc. logo
AEO American Eagle Outfitters, Inc.
+2.73%
+$1.5
Newmont Corporation logo
NEM Newmont Corporation
+2.71%
+$187.44
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+2.62%
+$108.44
AT&T Inc. logo
T AT&T Inc.
+2.52%
+$142.68
Dana Inc. logo
DAN Dana Inc.
+2.33%
+$14.7
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.31%
+$1,091.73
Vale S.A. logo
VALE Vale S.A.
+2.28%
+$35
Stryker Corporation logo
SYK Stryker Corporation
+2.15%
+$65.6
SmartETFs Asia Pacific Dividend Builder ETF logo
ADIV SmartETFs Asia Pacific Dividend Builder ETF
+2.12%
+$217.2
Compañía de Minas Buenaventura S.A.A. Sponsored ADR logo
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+2.02%
+$324.72
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+1.95%
+$314.17
Vicor Corporation logo
VICR Vicor Corporation
+1.92%
+$34.26
Dominion Energy, Inc. logo
D Dominion Energy, Inc.
+1.83%
+$883.28
Tesla, Inc. logo
TSLA Tesla, Inc.
+1.82%
+$2,861.04
Huntington Bancshares Incorporated logo
HBAN Huntington Bancshares Incorporated
+1.8%
+$151.28
SPDR S&P Metals & Mining ETF logo
XME SPDR S&P Metals & Mining ETF
+1.77%
+$627
Fidelity MSCI Materials Index ETF logo
FMAT Fidelity MSCI Materials Index ETF
+1.73%
+$702.78
VanEck Semiconductor ETF logo
SMH VanEck Semiconductor ETF
+1.73%
+$788.25
Citizens Financial Group, Inc. logo
CFG Citizens Financial Group, Inc.
+1.71%
+$233.7
Skyworks Solutions Inc. logo
SWKS Skyworks Solutions Inc.
+1.71%
+$86.8
Energy Transfer L.P. logo
ET Energy Transfer L.P.
+1.65%
+$2,579.2
Innovator IBD Breakout Opportunities ETF logo
BOUT Innovator IBD Breakout Opportunities ETF
+1.65%
+$25.41
Terex Corporation logo
TEX Terex Corporation
+1.62%
+$219.3
CRH plc logo
CRH CRH plc
+1.57%
+$46.2
Bank of America Corporation logo
BAC Bank of America Corporation
+1.56%
+$117.82
AerCap Holdings N.V. logo
AER AerCap Holdings N.V.
+1.52%
+$50.4
Corning Incorporated logo
GLW Corning Incorporated
+1.5%
+$106
Caterpillar Inc. logo
CAT Caterpillar Inc.
+1.44%
+$64.7
Omnicom Group Inc. logo
OMC Omnicom Group Inc.
+1.44%
+$184.21
NRG Energy, Inc. logo
NRG NRG Energy, Inc.
+1.43%
+$177
Rb Global Inc. logo
RBA Rb Global Inc.
+1.42%
+$49.83
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+1.37%
+$328.28
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
+1.37%
+$244.8
Fidelity MSCI Financials Index ETF logo
FNCL Fidelity MSCI Financials Index ETF
+1.36%
+$431.46
TrueShares S&P Autocallable Defensive Income ETF logo
PAYM TrueShares S&P Autocallable Defensive Income ETF
+1.32%
+$50.16
Macy's Inc. logo
M Macy's Inc.
+1.32%
+$1.32
Nouveau Monde Graphite Inc. logo
NMG Nouveau Monde Graphite Inc.
+1.32%
+$10.1
Regions Financial Corporation logo
RF Regions Financial Corporation
+1.31%
+$98.42
Lam Research Corporation logo
LRCX Lam Research Corporation
+1.18%
+$174,170.12
Invesco Solar ETF logo
TAN Invesco Solar ETF
+1.17%
+$127,698
Schwab U.S. Small-Cap ETF logo
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$15.2
iShares Russell Mid-Cap Value ETF logo
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$8,056
Simplify Volatility Premium ETF logo
SVOL Simplify Volatility Premium ETF
+1.14%
+$2,081.7
iShares ESG Aware MSCI USA Small-Cap ETF logo
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$41,046.29
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
+1.11%
+$113.15
SPDR Portfolio S&P 500 High Dividend ETF logo
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.05%
+$16,876.41
Visa Inc. Class A logo
V Visa Inc. Class A
+1.05%
+$33.4
GE HealthCare Technologies Inc. logo
GEHC GE HealthCare Technologies Inc.
+1.04%
+$4.69
Fidelity MSCI Real Estate Index ETF logo
FREL Fidelity MSCI Real Estate Index ETF
+1.01%
+$191.4
Franklin Resources Inc. logo
BEN Franklin Resources Inc.
+1.01%
+$89.92
iShares Morningstar Mid-Cap ETF logo
JKG iShares Morningstar Mid-Cap ETF
+1%
+$15.98
iShares ESG Aware MSCI USA ETF logo
USXF iShares ESG Aware MSCI USA ETF
+0.97%
+$60,528.38
Avantis U.S. Small Cap Value ETF logo
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$5,059.84
Fidelity Enhanced Large Cap Value ETF logo
FELV Fidelity Enhanced Large Cap Value ETF
+0.94%
+$162.8
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
+0.92%
+$30,738.6
First Trust Dorsey Wright Focus 5 ETF logo
FV First Trust Dorsey Wright Focus 5 ETF
+0.91%
+$269.43
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$46,190.33
iShares Russell Top 200 Value ETF logo
IWX iShares Russell Top 200 Value ETF
+0.89%
+$11,751.48
iShares ESG Aware MSCI Emerging Markets ETF logo
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.89%
+$8,776.8
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
+0.87%
+$111.76
ARK Next Generation Internet ETF logo
ARKW ARK Next Generation Internet ETF
+0.87%
+$12.2
SPDR Portfolio Emerging Markets ETF logo
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$9.9
iShares Core High Dividend ETF logo
HDV iShares Core High Dividend ETF
+0.87%
+$14,424
Monster Beverage Corporation logo
MNST Monster Beverage Corporation
+0.87%
+$157.6
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$28.62
Vanguard Russell 2000 ETF logo
VTWO Vanguard Russell 2000 ETF
+0.86%
+$3,234.02
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.86%
+$54.61
iShares MSCI KLD 400 Social ETF logo
DSI iShares MSCI KLD 400 Social ETF
+0.83%
+$10,187.18
First Trust RBA American Industrial Renaissance ETF logo
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$71.02
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
+0.81%
+$21,223.63
Fidelity MSCI Energy Index ETF logo
FENY Fidelity MSCI Energy Index ETF
+0.79%
+$66.25
First Trust North American Energy Infrastructure Fund logo
EMLP First Trust North American Energy Infrastructure Fund
+0.79%
+$243.78
iShares Silver Trust logo
SLV iShares Silver Trust
+0.77%
+$678.68
General Electric Company logo
GE General Electric Company
+0.76%
+$459.74
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+0.75%
+$70,160.95
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
+0.73%
+$662.31
SPDR Dow Jones Industrial Average ETF Trust logo
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$11.1
Avantis U.S. Large Cap Value ETF logo
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$25,963.6
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$194.4
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.71%
+$287.18
PayPal Holdings Inc logo
PYPL PayPal Holdings Inc
+0.7%
+$116
SPDR S&P Emerging Markets Dividend ETF logo
EDIV SPDR S&P Emerging Markets Dividend ETF
+0.7%
+$53.65
iShares Core Dividend Growth ETF logo
DGRO iShares Core Dividend Growth ETF
+0.69%
+$10,848.76
Emerson Electric Co. logo
EMR Emerson Electric Co.
+0.69%
+$839.87
Vanguard Global ex-US Real Estate Index Fund logo
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$9,849.01
Taiwan Semiconductor Manufacturing Co. Ltd. ADR logo
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$31.46
Schwab Fundamental Emerging Markets Large Company Index ETF logo
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$22.14
Dow Inc. logo
DOW Dow Inc.
+0.65%
+$28.6
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,972.5
Avantis International Equity ETF logo
AVDE Avantis International Equity ETF
+0.59%
+$5,187.11
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$33.76
iShares S&P Mid-Cap 400 Growth ETF logo
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$66
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$44,081.94
American Healthcare REIT, Inc. logo
AHR American Healthcare REIT, Inc.
+0.56%
+$334.88
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.55%
+$8.18
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.55%
+$245.52
Moderna, Inc. logo
MRNA Moderna, Inc.
+0.54%
+$1.35
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.54%
+$147.63
Vanguard International High Dividend Yield Index Fund logo
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$17,694.72
Alphabet Inc logo
GOOGL Alphabet Inc
+0.53%
+$376.27
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$8,390
First Trust Income Opportunities ETF logo
FCEF First Trust Income Opportunities ETF
+0.52%
+$92.6
Amplify CWP International Enhanced Dividend Income ETF logo
IDVO Amplify CWP International Enhanced Dividend Income ETF
+0.52%
+$257.4
PIMCO Corporate & Income Strategy Fund logo
PCN PIMCO Corporate & Income Strategy Fund
+0.52%
+$12
AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series logo
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.49%
+$19.2
iShares MSCI EAFE Value ETF logo
EFV iShares MSCI EAFE Value ETF
+0.48%
+$3,496
iShares ESG Aware MSCI USA ETF logo
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$39,583.44
AllianzIM U.S. Large Cap Buffer10 Dec ETF logo
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.48%
+$274.25
Garrett Motion Inc. logo
GTX Garrett Motion Inc.
+0.48%
+$104.8
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$117.16
Alphabet Inc logo
GOOG Alphabet Inc
+0.45%
+$251.2
Warner Bros. Discovery, Inc. logo
WBD Warner Bros. Discovery, Inc.
+0.45%
+$70.44
JPMorgan Equity Premium Income Fund logo
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$33,963.5
iShares MSCI USA Min Vol Factor ETF logo
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$47.97
AllianzIM U.S. Large Cap Buffer10 Jul ETF logo
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.42%
+$93.23
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$2,112.8
Century Aluminum Company logo
CENX Century Aluminum Company
+0.41%
+$4
VanEck Morningstar Wide Moat Fund logo
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$118.86
TrueShares Structured Outcome January Fund logo
JANZ TrueShares Structured Outcome January Fund
+0.4%
+$31.56
TrueShares Structured Outcome September ETF logo
SEPZ TrueShares Structured Outcome September ETF
+0.39%
+$44.98
TrueShares Structured Outcome August ETF logo
AUGZ TrueShares Structured Outcome August ETF
+0.39%
+$22.97
Vanguard Mega Cap ETF logo
MGC Vanguard Mega Cap ETF
+0.38%
+$5.2
TrueShares Structured Outcome December ETF logo
DECZ TrueShares Structured Outcome December ETF
+0.38%
+$14.83
Fidelity MSCI Industrials Index ETF logo
FIDU Fidelity MSCI Industrials Index ETF
+0.38%
+$156.24
AllianzIM U.S. Large Cap Buffer10 December ETF logo
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.36%
+$90.66
iShares Core S&P U.S. Growth ETF logo
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$67.98
SAP SE Sponsored ADR logo
SAP SAP SE Sponsored ADR
+0.33%
+$7.56
Fidelity Enhanced International ETF logo
FENI Fidelity Enhanced International ETF
+0.32%
+$135.33
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund logo
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.32%
+$6
AllianzIM U.S. Buffered Nov Fund logo
NVBU AllianzIM U.S. Buffered Nov Fund
+0.32%
+$6.11
AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H logo
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$0.4
Trueshares Structured Outcome ETF October logo
OCTZ Trueshares Structured Outcome ETF October
+0.31%
+$24.05
SPDR Portfolio Developed World ex-US ETF logo
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$3.3
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.28%
+$113.16
Simplify Currency Strategy ETF logo
FOXY Simplify Currency Strategy ETF
+0.28%
+$716.09
AllianzIM U.S. Large Cap Buffer10 Sep ETF logo
SEPT AllianzIM U.S. Large Cap Buffer10 Sep ETF
+0.28%
+$57.63
iShares Interest Rate Hedged Long-Term Corporate Bond ETF logo
IGBH iShares Interest Rate Hedged Long-Term Corporate Bond ETF
+0.26%
+$4.36
ARK Innovation ETF Fund logo
ARKK ARK Innovation ETF Fund
+0.25%
+$72.96
iShares ESG Aware MSCI EAFE ETF logo
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$10,207.34
Simplify Barrier Income ETF logo
SBAR Simplify Barrier Income ETF
+0.24%
+$627.72
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF logo
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.24%
+$83.75
AllianzIM U.S. Large Cap Buffer20 Oct ETF logo
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.23%
+$57.76
AllianzIM U.S. Buffered 15 Uncapped October Fund logo
OCTU AllianzIM U.S. Buffered 15 Uncapped October Fund
+0.23%
+$4.28
Vanguard Mega Cap Growth ETF logo
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$5.7
AllianzIM U.S. Equity 6 Month Floor5 January/July ETF logo
FLJJ AllianzIM U.S. Equity 6 Month Floor5 January/July ETF
+0.21%
+$4.25
iShares ESG Advanced MSCI EAFE Index Fund logo
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.2%
+$5,823.69
FT Vest US Equity Buffer ETF logo
FJUL FT Vest US Equity Buffer ETF
+0.2%
+$29.85
Fidelity MSCI Consumer Discretionary Index ETF logo
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.2%
+$72.8
FT Vest US Equity Moderate B Fund logo
GSEP FT Vest US Equity Moderate B Fund
+0.2%
+$71.04
AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF logo
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
+0.2%
+$14.88
AllianzIM U.S. Large Cap Buffer20 Dec ETF logo
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.18%
+$36.98
AllianzIM U.S. Large Cap Buffer20 Sep ETF logo
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.18%
+$39.96
Vanguard FTSE Europe ETF logo
VGK Vanguard FTSE Europe ETF
+0.18%
+$37.12
AllianzIM U.S. Large Cap Buffer20 January ETF logo
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.18%
+$45.29
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.16%
+$345.28
Pfizer Inc. logo
PFE Pfizer Inc.
+0.15%
+$200
Royal Bank of Canada logo
RY Royal Bank of Canada
+0.14%
+$5.67
Simplify Gamma Emerging Market Bond ETF logo
GAEM Simplify Gamma Emerging Market Bond ETF
+0.13%
+$121.21
Victoria's Secret & Co. logo
VSXY Victoria's Secret & Co.
+0.13%
+$3.9
BJ's Wholesale Club Holdings, Inc. logo
BJ BJ's Wholesale Club Holdings, Inc.
+0.12%
+$13.64
Verisign Inc. logo
VRSN Verisign Inc.
+0.11%
+$16.96
iShares Global 100 ETF logo
IOO iShares Global 100 ETF
+0.11%
+$2.4
Microsoft Corp. logo
MSFT Microsoft Corp.
+0.1%
+$2,739.13
abrdn Physical Gold Shares ETF logo
SGOL abrdn Physical Gold Shares ETF
+0.1%
+$1,269.18
iShares Gold Trust Micro logo
IAUM iShares Gold Trust Micro
+0.1%
+$26.44
First Trust International Equity Moderate ETF logo
YJUN First Trust International Equity Moderate ETF
+0.09%
+$15.35
StoneCo Ltd. logo
STNE StoneCo Ltd.
+0.09%
+$6.68
Fidelity MSCI Communication Services Index ETF logo
FCOM Fidelity MSCI Communication Services Index ETF
+0.09%
+$34.38
iShares Gold Trust logo
IAU iShares Gold Trust
+0.08%
+$53.94
Sterling Capital National Municipal Bond ETF logo
SCNM Sterling Capital National Municipal Bond ETF
+0.06%
+$49.27
SPDR Gold Shares logo
GLD SPDR Gold Shares
+0.06%
+$28.6
iShares Russell Mid-Cap Growth ETF logo
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$103.68
FlexShares High Yield Value-Scored Bond Index Fund logo
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.05%
+$24.62
Simplify Treasury Option Income ETF logo
BUCK Simplify Treasury Option Income ETF
+0.04%
+$155.56
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+0.04%
+$1.61
iShares MSCI EAFE Growth ETF logo
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$266.75
Schwab U.S. TIPS ETF logo
SCHP Schwab U.S. TIPS ETF
+0.04%
+$1,437.28
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$90.6
Sila Realty Trust Inc. logo
SILA Sila Realty Trust Inc.
+0.03%
+$1.13
iShares Broad USD High Yield Corporate Bond ETF logo
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$304.65
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
+0.03%
+$6.37
PIMCO Ultra Short Government Active Exchange-Traded Fund logo
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.02%
+$1.86
Janus Henderson AAA CLO ETF logo
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1.97
iShares 0-3 Month Treasury Bond ETF logo
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$7,670.82
Oracle Corporation logo
ORCL Oracle Corporation
+0.02%
+$80.04
logo
AZN
0%
$0
Axia Energia S.A. Sponsored ADR Preferred logo
EBR Axia Energia S.A. Sponsored ADR Preferred
0%
$0
SPDR Bloomberg Investment Grade Floating Rate ETF logo
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0
logo
MRP
0%
$0
logo
ONEZ
0%
$0
PerkinElmer, Inc. logo
PKI PerkinElmer, Inc.
0%
$0
logo
QBER
0%
$0
Sterling Capital Enhanced Cash ETF logo
SCEC Sterling Capital Enhanced Cash ETF
0%
$0
Virtus Seix Senior Loan ETF logo
SEIX Virtus Seix Senior Loan ETF
0%
$0
Yandex NV logo
YNDX Yandex NV
0%
$0
Thermon Group Holdings, Inc. logo
THR Thermon Group Holdings, Inc.
-8.49%
-$85.05
Perdoceo Education Corporation logo
PRDO Perdoceo Education Corporation
-3.6%
-$6.35
Adtalem Global Education Inc. logo
CVSA Adtalem Global Education Inc.
-2.65%
-$3.49
Boot Barn Holdings, Inc. logo
BOOT Boot Barn Holdings, Inc.
-2.5%
-$4.37
DigitalOcean Holdings Inc. logo
DOCN DigitalOcean Holdings Inc.
-2.47%
-$51.72
Eli Lilly and Company logo
LLY Eli Lilly and Company
-2.41%
-$1,118
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
-2.36%
-$9,736.6
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$115,047.64
Life Time Group Holdings Inc. logo
LTH Life Time Group Holdings Inc.
-1.61%
-$2.8
Apple Inc. logo
AAPL Apple Inc.
-1.52%
-$25,659
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-1.43%
-$419,030.39
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-1.42%
-$94.05
ImmunityBio, Inc. logo
IBRX ImmunityBio, Inc.
-1.39%
-$34.9
MercadoLibre, Inc. logo
MELI MercadoLibre, Inc.
-1.27%
-$40.8
Amazon.com Inc logo
AMZN Amazon.com Inc
-1.23%
-$12,245.48
Simplify Managed Futures Strategy ETF logo
CTA Simplify Managed Futures Strategy ETF
-1.22%
-$4,362.4
Boeing Company logo
BA Boeing Company
-1.16%
-$221.88
Netflix, Inc. logo
NFLX Netflix, Inc.
-1.14%
-$390.6
Celcuity Inc. logo
CELC Celcuity Inc.
-1.05%
-$17.86
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
-1.01%
-$405.3
Textron Inc. logo
TXT Textron Inc.
-0.99%
-$75.33
International Business Machines Corporation logo
IBM International Business Machines Corporation
-0.95%
-$4,690.21
eBay Inc. logo
EBAY eBay Inc.
-0.91%
-$400
Broadcom Inc. logo
AVGO Broadcom Inc.
-0.91%
-$35
Dollar Tree, Inc. logo
DLTR Dollar Tree, Inc.
-0.78%
-$3.56
Cenovus Energy Inc. logo
CVE Cenovus Energy Inc.
-0.74%
-$10.5
Ark Autonomous Technology & Robotics ETF logo
ARKQ Ark Autonomous Technology & Robotics ETF
-0.64%
-$9.13
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-0.6%
-$438
ARK Genomic Revolution ETF logo
ARKG ARK Genomic Revolution ETF
-0.54%
-$29.34
BlackRock MuniYield Quality Fund, Inc. logo
MQY BlackRock MuniYield Quality Fund, Inc.
-0.52%
-$14.76
First Trust Long Duration Opportunities ETF logo
LGOV First Trust Long Duration Opportunities ETF
-0.42%
-$26.64
Communication Services Select Sector SPDR Fund logo
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$30.08
Coinbase Global, Inc. logo
COIN Coinbase Global, Inc.
-0.41%
-$22.1
Vanguard Extended Duration Treasury ETF logo
EDV Vanguard Extended Duration Treasury ETF
-0.39%
-$5,793.5
RTX Corporation logo
RTX RTX Corporation
-0.37%
-$51
Adecoagro S.A. logo
AGRO Adecoagro S.A.
-0.34%
-$12,326.8
Salesforce Inc logo
CRM Salesforce Inc
-0.34%
-$21.84
Nuveen Municipal Value Fund, Inc. logo
NUV Nuveen Municipal Value Fund, Inc.
-0.33%
-$9
Canadian Natural Resources Limited logo
CNQ Canadian Natural Resources Limited
-0.31%
-$14
The Walt Disney Company logo
DIS The Walt Disney Company
-0.3%
-$28.2
Vanguard Long-Term Treasury Fund logo
VGLT Vanguard Long-Term Treasury Fund
-0.27%
-$386.4
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.26%
-$1,249.91
iShares CMBS ETF logo
CMBS iShares CMBS ETF
-0.23%
-$66.11
Vanguard International Dividend Appreciation Index Fund logo
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$3,380.58
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.22%
-$112
Vanguard Mortgage-Backed Securities Fund logo
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$392.85
SPDR Portfolio Intermediate Term Treasury ETF logo
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.18%
-$2.8
Simplify Aggregate Bond ETF logo
AGGH Simplify Aggregate Bond ETF
-0.17%
-$427.25
iShares Core 10+ Year USD Bond ETF logo
ILTB iShares Core 10+ Year USD Bond ETF
-0.16%
-$90.64
Take-Two Interactive Software, Inc. logo
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$4.62
iShares MSCI EAFE Min Vol Factor ETF logo
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.14%
-$5.33
Fidelity MSCI Health Care Index ETF logo
FHLC Fidelity MSCI Health Care Index ETF
-0.14%
-$27.7
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
-0.12%
-$1,245.51
SPDR Portfolio Long Term Corporate Bond ETF logo
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.09%
-$172.88
iShares U.S. Treasury Bond ETF logo
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$37.62
Invesco S&P International Developed Low Volatility ETF logo
IDLV Invesco S&P International Developed Low Volatility ETF
-0.09%
-$1,273.86
iShares ESG Advanced Total USD Bond Market ETF logo
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.07%
-$2,497.5
SPDR Portfolio Corporate Bond ETF logo
SPBO SPDR Portfolio Corporate Bond ETF
-0.07%
-$40.94
American Century Diversified Corporate Bond ETF logo
KORP American Century Diversified Corporate Bond ETF
-0.06%
-$3.12
PIMCO Active Bond Exchange-Traded Fund logo
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$220.8
iShares ESG Aware 1-5 Year USD Bond ETF logo
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$435.1
iShares 1-5 Year Investment Grade Corporate Bond ETF logo
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$2.83
iShares Russell Top 200 Growth ETF logo
IWY iShares Russell Top 200 Growth ETF
0%
-$72.62
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Dividends

Dividend Analysis

Yearly
$
Trades
1529
Longs Won
636/1529 41%
Profit Factor
4.86
Profitability
Shorts Won
0/0 0%
Standard Deviation
$604,669.78
Average Win
$153,809.1
Best Trade
(Jun 14) $14.81M
Sharpe Ratio
-9.02
Average Loss
-$22,543.99
Worst Trade
(Dec 31) -$2.06M
Z-Score
-8.29 (100%)
Commissions
$0
Avg. Trade Length
5m 1w 6d
Expectancy
$50,811.26
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% 0.04%
Consecutive Losing Trades 12,048 10,843 9,639 8,434 7,229 6,024 4,819 3,614 2,410 1,205
Hover over the desired column for a detailed explanation.

Returns

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