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
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:
43.32%
Gain -1.36%
Monthly
1.78%
Yearly
23.52%
Drawdown
18.45%
$282.51M
Equity
Holdings
$282.51M
Investment
$273.34M
$68.63M
Profit -$3.66M
Realized
$59.46M
Unrealized
$9.17M
Dividends
$7.68M
Goals
Avg. 42% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.36%
Profit
-$3.66M
Win %
63%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$3.66M
Win %
63%
This Month
Compared to last month
Gain
-0.98%
Profit
-$2.79M
Win %
63%
This Year
Compared to last year
Gain
-3.24%
Profit
-$9.45M
Win %
61%
CRWD CrowdStrike Holdings, Inc.
+14.34%
+$948.96 
COIN Coinbase Global, Inc.
+9.71%
+$578.68 
IT Gartner Inc.
+9.63%
+$242.13 
FTNT Fortinet Inc.
+9.04%
+$846.61 
ADSK Autodesk, Inc.
+7.88%
+$1,672.78 
DXC Dxc Technology Co.
+6.98%
+$86.66 
TEAM Atlassian Corporation Class A
+6.7%
+$144.54 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.31%
+$1,305.24 
ACN Accenture plc Class A
+6.15%
+$633.36 
COCO The Vita Coco Company, Inc.
+5.94%
+$6.18 
SAP SAP SE Sponsored ADR
+5.9%
+$170.38 
GDDY Godaddy Inc.
+5.87%
+$230.4 
ORLA Orla Mining Ltd.
+5.65%
+$19.19 
INTU Intuit Inc.
+5.55%
+$482.22 
SN SharkNinja, Inc.
+5.42%
+$183.12 
IBRX ImmunityBio, Inc.
+5.18%
+$143.09 
ADBE Adobe Inc.
+4.59%
+$301.21 
CRM Salesforce Inc
+4.5%
+$434.85 
PLTR Palantir Technologies Inc.
+4.13%
+$21,628.3 
SHOP Shopify Inc.
+4.13%
+$15.96 
TTD The Trade Desk, Inc. Class A
+4.01%
+$62.1 
TTWO Take-Two Interactive Software, Inc.
+3.98%
+$120.04 
RDDT Reddit Inc Class A
+3.93%
+$12.4 
BJ BJ's Wholesale Club Holdings, Inc.
+3.9%
+$442.68 
PURR Hyperliquid Strategies Inc.
+3.83%
+$584.73 
BTI British American Tobacco p.l.c. ADR
+3.78%
+$8.36 
NFLX Netflix, Inc.
+3.76%
+$1,309.5 
AEO American Eagle Outfitters, Inc.
+3.63%
+$1.64 
PVH PVH Corp.
+3.56%
+$40.24 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+3.48%
+$9.03 
M Macy's Inc.
+3.46%
+$3.06 
SENS Senseonics Holdings, Inc.
+3.44%
+$540 
LYFT Lyft Inc.
+3.33%
+$7.65 
MRVI Maravai Lifesciences Holdings Inc.
+3.14%
+$126,460.6 
GOOGL Alphabet Inc
+3.08%
+$3,309.48 
PINS Pinterest, Inc. Class A
+3.07%
+$25.74 
CHRW C.H. Robinson Worldwide, Inc.
+3.03%
+$18.52 
ARKG ARK Genomic Revolution ETF
+2.99%
+$221.84 
GOOG Alphabet Inc
+2.97%
+$1,611.9 
META Meta Platforms Inc Class A
+2.91%
+$16,758.67 
IBM International Business Machines Corporation
+2.71%
+$11,866.82 
RVTY Revvity Inc.
+2.65%
+$253.33 
AZO AutoZone Inc.
+2.6%
+$224.31 
CSGP CoStar Group, Inc.
+2.56%
+$7.8 
CVNA Carvana Co.
+2.56%
+$10.62 
SGI Somnigroup International Inc.
+2.51%
+$8.37 
SYK Stryker Corporation
+2.45%
+$67.45 
FCOM Fidelity MSCI Communication Services Index ETF
+2.41%
+$997.02 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.39%
+$428.54 
EXPE Expedia Group, Inc.
+2.38%
+$140.49 
MO Altria Group, Inc.
+2.32%
+$6.4 
OMC Omnicom Group Inc.
+2.29%
+$305.89 
MSFT Microsoft Corp.
+2.27%
+$48,459.95 
WMT Walmart Inc.
+2.27%
+$296.46 
DIS The Walt Disney Company
+2.19%
+$219.02 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$60.48 
T AT&T Inc.
+2.07%
+$132.84 
LLY Eli Lilly and Company
+2.04%
+$1,225.8 
ARKW ARK Next Generation Internet ETF
+2%
+$31.1 
VLTO Veralto Corporation
+1.92%
+$204.53 
ABCL AbCellera Biologics Inc.
+1.91%
+$69,810.46 
GILD Gilead Sciences Inc.
+1.86%
+$80.1 
CCEP Coca-Cola Europacific Partners PLC
+1.85%
+$9.53 
GLPI Gaming and Leisure Properties, Inc.
+1.83%
+$25.73 
VIK Viking Holdings Ltd
+1.82%
+$225.57 
EL The Estée Lauder Companies Inc. Class A
+1.77%
+$18.92 
MRNA Moderna, Inc.
+1.77%
+$180.47 
ANAB AnaptysBio Inc.
+1.75%
+$40.42 
NOC Northrop Grumman Corporation
+1.74%
+$108.6 
ARKK ARK Innovation ETF Fund
+1.74%
+$487.2 
ABBV AbbVie Inc.
+1.73%
+$368.52 
COR Cencora, Inc.
+1.72%
+$88.48 
PAYC Paycom Software, Inc.
+1.69%
+$107.3 
MNST Monster Beverage Corporation
+1.67%
+$285.81 
COST Costco Wholesale Corporation
+1.58%
+$329.82 
REGN Regeneron Pharmaceuticals, Inc.
+1.55%
+$121.3 
DLTR Dollar Tree, Inc.
+1.51%
+$16.11 
LHX L3Harris Technologies, Inc.
+1.46%
+$7.18 
GEVO Gevo Inc.
+1.45%
+$456.34 
FHLC Fidelity MSCI Health Care Index ETF
+1.41%
+$314.39 
LULU lululemon athletica inc.
+1.41%
+$76.72 
VZ Verizon Communications Inc.
+1.4%
+$126.38 
IMO Imperial Oil Limited
+1.38%
+$12.53 
MOAT VanEck Morningstar Wide Moat Fund
+1.34%
+$413.18 
UNH UnitedHealth Group Incorporated
+1.32%
+$190.57 
HLT Hilton Worldwide Holdings Inc.
+1.29%
+$19.82 
SNOW Snowflake Inc.
+1.27%
+$8.38 
UBER Uber Technologies, Inc.
+1.27%
+$106.47 
CART Maplebear Inc.
+1.25%
+$71.98 
RFIX Simplify Bond Bull ETF
+1.24%
+$49.5 
AMGN Amgen Inc.
+1.18%
+$84.55 
LMT Lockheed Martin Corporation
+1.14%
+$35.88 
AAP Advance Auto Parts Inc.
+1.07%
+$73.92 
V Visa Inc. Class A
+1.05%
+$38.8 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$442.81 
ILMN Illumina, Inc.
+0.9%
+$68.45 
VEEV Veeva Systems Inc.
+0.89%
+$46.6 
AXP American Express Company
+0.89%
+$5.76 
PAYM TrueShares S&P Autocallable Defensive Income ETF
+0.88%
+$945.34 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$25.8 
BMY Bristol-Myers Squibb Company
+0.73%
+$279 
HIG The Hartford Insurance Group, Inc.
+0.73%
+$39.6 
INCY Incyte Corporation
+0.7%
+$10.2 
TRV The Travelers Companies, Inc.
+0.7%
+$127.89 
DE Deere & Company
+0.69%
+$13.92 
CVSA Adtalem Global Education Inc.
+0.65%
+$0.81 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.63%
+$11,939.53 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$73.12 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$38,901.66 
GEHC GE HealthCare Technologies Inc.
+0.58%
+$2.59 
JNJ Johnson & Johnson
+0.58%
+$351.9 
ULTA Ulta Beauty Inc.
+0.56%
+$3.04 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$93.62 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.55%
+$114 
AAPL Apple Inc.
+0.54%
+$11,067.63 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.53%
+$20.3 
PG Procter & Gamble Co
+0.52%
+$32.47 
EDV Vanguard Extended Duration Treasury ETF
+0.5%
+$8,429.62 
OXY Occidental Petroleum Corporation
+0.46%
+$9.69 
HDV iShares Core High Dividend ETF
+0.46%
+$9,048.92 
PRDO Perdoceo Education Corporation
+0.45%
+$0.75 
MRK Merck & Co., Inc.
+0.44%
+$34.65 
BIIB Biogen Inc.
+0.44%
+$3.8 
CRH CRH plc
+0.42%
+$10.36 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+0.41%
+$56.16 
RBA Rb Global Inc.
+0.41%
+$11.38 
LTH Life Time Group Holdings Inc.
+0.41%
+$0.85 
DUSA Davis Select U.S. Equity ETF
+0.41%
+$74.98 
LVHD Franklin U.S. Low Volatility ETF
+0.39%
+$46.37 
ONEH TrueShares Equity Hedge ETF
+0.37%
+$33.17 
EIX Edison International
+0.36%
+$11.4 
MELI MercadoLibre, Inc.
+0.34%
+$13.06 
WBD Warner Bros. Discovery, Inc.
+0.34%
+$55.77 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.32%
+$6,021.13 
JXN Jackson Financial Inc.
+0.31%
+$43.86 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.29%
+$37.53 
PAYH TrueShares S&P Hedged Structured Income High ETF
+0.24%
+$59.28 
ALNY Alnylam Pharmaceuticals Inc
+0.24%
+$0.59 
VGLT Vanguard Long-Term Treasury Fund
+0.2%
+$281.82 
IDLV Invesco S&P International Developed Low Volatility ETF
+0.18%
+$3,435.32 
FOXY Simplify Currency Strategy ETF
+0.18%
+$446.3 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.17%
+$316.44 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.16%
+$33.35 
D Dominion Energy, Inc.
+0.15%
+$68.78 
CELC Celcuity Inc.
+0.14%
+$2.19 
NIO Nio Inc.
+0.14%
+$45.24 
TJX The TJX Companies, Inc.
+0.12%
+$6 
LII Lennox International Inc.
+0.12%
+$5.53 
PRU Prudential Financial, Inc.
+0.09%
+$7.26 
ILTB iShares Core 10+ Year USD Bond ETF
+0.09%
+$45.32 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.08%
+$5.2 
CAH Cardinal Health Inc.
+0.08%
+$0.18 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$36.68 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$3.06 
IWX iShares Russell Top 200 Value ETF
+0.05%
+$747.78 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.05%
+$4.17 
ICE Intercontinental Exchange, Inc.
+0.03%
+$3.65 
FV First Trust Dorsey Wright Focus 5 ETF
+0.03%
+$14.52 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$9.4 
BUCK Simplify Treasury Option Income ETF
+0.02%
+$77.61 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1.97 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$278.87 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$10.02 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$7,597.34 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$15.1 
RGTI Rigetti Computing Inc
0%
+$2.1 
SPLS PIMCO U.S. Stocks PLUS Active Bond Exchange-Traded Fund
0%
+$0.03 
NTCXF Natcore Technology Inc.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VSCO Victoria's Secret & Co.
0%
$0 
AGGH Simplify Aggregate Bond ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
-$0.03 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SEIX Virtus Seix Senior Loan ETF
0%
$0 
SPBO SPDR Portfolio Corporate Bond ETF
0%
$0 
AHR American Healthcare REIT, Inc.
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
SCEC Sterling Capital Enhanced Cash ETF
0%
$0 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
0%
$0 QBER
QBER
0%
$0 ONEZ
ONEZ
0%
$0 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
0%
$0 
GLW Corning Incorporated
-14.06%
-$338,850.79 
BAND Bandwidth Inc.
-13.21%
-$489,925.4 
TER Teradyne, Inc.
-13.05%
-$1,090.1 
COHR Coherent Corp.
-11.78%
-$335,995.77 
LITE Lumentum Holdings Inc.
-9.93%
-$486,693.78 
TTMI TTM Technologies, Inc.
-9.65%
-$475.8 
SWKS Skyworks Solutions Inc.
-9.58%
-$558.69 
CECO CECO Environmental Corp.
-9.43%
-$73.9 
ARM Arm Holdings plc American Depositary Receipt
-9.01%
-$452,194.91 
GEV GE Vernova Inc.
-8.66%
-$3,647.6 
LRCX Lam Research Corporation
-7.91%
-$991.2 
VPG Vishay Precision Group Inc.
-7.65%
-$60 
VRT Vertiv Holdings Co
-7.13%
-$220.08 
AMAT Applied Materials, Inc.
-6.73%
-$153.65 
MRVL Marvell Technology, Inc.
-6.64%
-$367,602.53 
NEXA Nexa Resources S.A.
-6.31%
-$49.56 
ELVR Sayona Mining Ltd
-6.18%
-$69.08 
JCI Johnson Controls International plc
-5.83%
-$314.87 
APH Amphenol Corporation
-5.64%
-$397.32 
SGML Sigma Lithium Corporation
-5.63%
-$74.36 
INO Inovio Pharmaceuticals, Inc.
-5.6%
-$11.76 
CENX Century Aluminum Company
-5.56%
-$39.2 
ANET Arista Networks, Inc.
-5.55%
-$443.2 
ON ON Semiconductor Corporation
-5.44%
-$37.26 
CRS Carpenter Technology Corporation
-5.43%
-$24.07 
BAC Bank of America Corporation
-5.3%
-$455.52 
INTC Intel Corporation
-5.3%
-$889.16 
RRX Regal Rexnord Corporation
-5.02%
-$32.6 
GTX Garrett Motion Inc.
-4.92%
-$890.8 
NXPI NXP Semiconductors N.V.
-4.81%
-$56.9 
AVGO Broadcom Inc.
-4.79%
-$20,056.55 
MU Micron Technology, Inc.
-4.76%
-$71,850.37 
PWR Quanta Services Inc.
-4.54%
-$118.28 
ADI Analog Devices, Inc.
-4.53%
-$994.7 
SMH VanEck Semiconductor ETF
-4.52%
-$248,667.31 
SNDK SanDisk Corporation
-4.42%
-$72.13 
ORCL Oracle Corporation
-4.42%
-$18,087.01 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.38%
-$332.5 
CEVA Ceva Inc.
-4.32%
-$154,648.45 
NRG NRG Energy, Inc.
-4.3%
-$14.64 
TS Tenaris S.A.
-4.21%
-$4.83 
CAT Caterpillar Inc.
-4.15%
-$917.73 
TDW Tidewater Inc.
-4.15%
-$19.27 
DNN Denison Mines Corp.
-4.14%
-$2,500 
NTRS Northern Trust Corporation
-4.02%
-$464.21 
HUBB Hubbell Inc.
-3.98%
-$18.33 
GS The Goldman Sachs Group, Inc.
-3.97%
-$204.45 
SVM Silvercorp Metals Inc.
-3.9%
-$76.72 
AMD Advanced Micro Devices, Inc.
-3.9%
-$2,416.2 
TT Trane Technologies plc
-3.76%
-$232.96 
CGAU Centerra Gold Inc.
-3.73%
-$32.95 
BAI iShares A.I. Innovation and Tech Active ETF
-3.66%
-$1,354.53 
TEL TE Connectivity plc
-3.65%
-$23.23 
WDC Western Digital Corporation
-3.59%
-$64,613.17 
CCJ Cameco Corporation
-3.51%
-$23.73 
CDNS Cadence Design Systems, Inc.
-3.49%
-$40.44 
ASM Avino Silver & Gold Mines Ltd.
-3.32%
-$17.23 
TEX Terex Corporation
-3.31%
-$432.15 
BCS Barclays PLC Sponsored ADR
-3.2%
-$118.84 
HEI.A Heico Corporation
-3.18%
-$29.92 
BNY BlackRock New York Municipal Income Trust
-3.17%
-$371.16 
GDX VanEck Gold Miners ETF
-3.09%
-$1,245 
AYI Acuity Brands Inc.
-3.05%
-$9.74 
UBS UBS Group AG
-2.97%
-$12.96 
NEM Newmont Corporation
-2.92%
-$529.1 
RING iShares MSCI Global Gold Miners ETF
-2.87%
-$237.65 
NVDA NVIDIA Corporation
-2.85%
-$8,867.87 
XME SPDR S&P Metals & Mining ETF
-2.73%
-$931.5 
DB Deutsche Bank AG
-2.73%
-$4.42 
EMR Emerson Electric Co.
-2.59%
-$1,011.29 
STT State Street Corp
-2.5%
-$445.74 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-2.48%
-$415.74 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$14,263.92 
ESGE iShares ESG Aware MSCI EM ETF
-2.34%
-$25,008.67 
STX Seagate Technology Holdings plc
-2.23%
-$106,493.65 
NWG NatWest Group plc Sponsored ADR
-2.2%
-$6.22 
LCID Lucid Group, Inc.
-2.18%
-$0.28 
ROK Rockwell Automation, Inc.
-2.17%
-$2,790 
MTUM iShares MSCI USA Momentum Factor ETF
-2.13%
-$750.95 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$10,436.11 
PFIX Simplify Interest Rate Hedge ETF
-1.99%
-$92.22 
GE General Electric Company
-1.98%
-$1,534.38 
CE Celanese Corporation
-1.97%
-$96.46 
TXN Texas Instruments Inc
-1.96%
-$178.67 
WFC Wells Fargo & Company
-1.94%
-$224 
DAN Dana Inc.
-1.93%
-$12.6 
LYG Lloyds Banking Group Plc ADR
-1.91%
-$10.7 
ALB Albemarle Corporation
-1.89%
-$6.66 
AUGO Aura Minerals Inc.
-1.79%
-$49.92 
TAN Invesco Solar ETF
-1.78%
-$178,771.32 
JPM JPMorgan Chase & Co.
-1.72%
-$1,129.76 
DOCN DigitalOcean Holdings Inc.
-1.72%
-$25.38 
MMM 3M Company
-1.71%
-$143.82 
SLV iShares Silver Trust
-1.69%
-$889.84 
CSCO Cisco Systems, Inc.
-1.65%
-$101.75 
FIDU Fidelity MSCI Industrials Index ETF
-1.62%
-$642.32 
AER AerCap Holdings N.V.
-1.58%
-$53.76 
USXF iShares ESG Aware MSCI USA ETF
-1.57%
-$104,826.35 
E Eni S.p.A. Sponsored ADR
-1.5%
-$2.52 
LNG Cheniere Energy Inc.
-1.47%
-$57.4 
C Citigroup Inc.
-1.47%
-$14.28 
FISV Fiserv, Inc.
-1.45%
-$238.5 
OR OR ROYALTIES INC COMMON STOCK
-1.44%
-$184.6 
WDI Western Asset Diversified Income Fund
-1.41%
-$17.5 
TSLA Tesla, Inc.
-1.4%
-$1,105.92 
VIRT Virtu Financial, Inc.
-1.37%
-$32.56 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.37%
-$427.53 
APPS Digital Turbine Inc.
-1.35%
-$33,820.16 
GLD SPDR Gold Shares
-1.35%
-$463.11 
SGOL abrdn Physical Gold Shares ETF
-1.34%
-$23,896.08 
SAN Banco Santander S.A. Sponsored ADR
-1.34%
-$18.6 
STNE StoneCo Ltd.
-1.34%
-$90.18 
IAUM iShares Gold Trust Micro
-1.33%
-$380.07 
RTX RTX Corporation
-1.32%
-$267.24 
ARKQ Ark Autonomous Technology & Robotics ETF
-1.32%
-$17.66 
CHTR Charter Communications Inc
-1.3%
-$45.66 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.29%
-$18 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$46.92 
IAU iShares Gold Trust
-1.29%
-$949.5 
LQDA Liquidia Corporation
-1.29%
-$2.58 
BLK BlackRock, Inc.
-1.28%
-$124.47 
FENY Fidelity MSCI Energy Index ETF
-1.26%
-$120.58 
FMAT Fidelity MSCI Materials Index ETF
-1.23%
-$496.08 
AMZN Amazon.com Inc
-1.22%
-$13,395.24 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$133 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-1.19%
-$596.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$952.32 
EFG iShares MSCI EAFE Growth ETF
-1.14%
-$7,141.82 
XLE Energy Select Sector SPDR Fund
-1.13%
-$168,243.7 
HSBC HSBC Holdings plc Sponsored ADR
-1.12%
-$7.08 
BLCR iShares Large Cap Core ACT ETF
-1.11%
-$257.79 
PSX Phillips 66
-1.1%
-$22.88 
TRGP Targa Resources Corp.
-1.08%
-$37.56 
MTB M&T Bank Corporation
-1.07%
-$15.42 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$12.1 
MFG Mizuho Financial Group Inc. ADR
-1.05%
-$3.36 
SPEM SPDR Portfolio Emerging Markets ETF
-0.98%
-$11.33 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.98%
-$33,127.92 
NUV Nuveen Municipal Value Fund, Inc.
-0.97%
-$25.67 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$12.35 
UGI UGI Corporation
-0.91%
-$2.76 
HWM Howmet Aerospace Inc.
-0.87%
-$4 
AR Antero Resources Corporation
-0.85%
-$3.58 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$223.2 
BEN Franklin Resources Inc.
-0.83%
-$78.68 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$663.12 
FCEF First Trust Income Opportunities ETF
-0.79%
-$140.64 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$511.46 
AVDE Avantis International Equity ETF
-0.74%
-$6,973.14 
NMG Nouveau Monde Graphite Inc.
-0.74%
-$5.04 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.74%
-$96.08 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$23,166.92 
FEX First Trust Large Cap Core Fund A
-0.72%
-$238.97 
IWY iShares Russell Top 200 Growth ETF
-0.64%
-$12,898.14 
EMLP First Trust North American Energy Infrastructure Fund
-0.64%
-$200.76 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$1,242.36 
SPYC Simplify US Equity PLUS Convexity ETF
-0.63%
-$30.41 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.62%
-$31,181.7 
CEFZ RiverNorth Active Income ETF
-0.62%
-$28.5 
DOW Dow Inc.
-0.59%
-$22.1 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.57%
-$20.94 
HBAN Huntington Bancshares Incorporated
-0.56%
-$46.36 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$32.16 
FNCL Fidelity MSCI Financials Index ETF
-0.56%
-$192.47 
VNQ Vanguard Real Estate ETF
-0.55%
-$20,673.45 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$417.34 
IUSG iShares Core S&P U.S. Growth ETF
-0.55%
-$108.15 
FREL Fidelity MSCI Real Estate Index ETF
-0.54%
-$98.89 
MRP Millrose Properties Inc.
-0.54%
-$16 
THRO iShares U.S. Thematic Rotation Active ETF
-0.54%
-$180.25 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$160.82 
FENI Fidelity Enhanced International ETF
-0.53%
-$223.81 
IOO iShares Global 100 ETF
-0.52%
-$12 
VSTS Vestis Corporation
-0.46%
-$17,204.64 
RY Royal Bank of Canada
-0.46%
-$19.74 
YJUN First Trust International Equity Moderate ETF
-0.46%
-$76.75 
DUK Duke Energy Corporation
-0.45%
-$62.59 
BOOT Boot Barn Holdings, Inc.
-0.44%
-$0.63 
TXT Textron Inc.
-0.43%
-$30.8 
SPD Simplify US Equity PLUS Downside Convexity ETF
-0.4%
-$19.19 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.39%
-$1.47 
MOS Mosaic Company
-0.38%
-$1.04 
FRI First Trust S&P REIT Index Fund
-0.37%
-$19.55 
RF Regions Financial Corporation
-0.36%
-$28.49 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$6,791.34 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$546.63 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.34%
-$3.5 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$20.64 
VOO Vanguard S&P 500 ETF
-0.34%
-$2.36 
ESGU iShares ESG Aware MSCI USA ETF
-0.34%
-$32,806.48 
DFNL Davis Select Financial ETF
-0.33%
-$44.37 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$29,429.19 
IVV iShares Core S&P 500 ETF
-0.32%
-$674.55 
ACII Innovator Index Autocallable Income ETF
-0.31%
-$108.08 
MGC Vanguard Mega Cap ETF
-0.3%
-$4.22 
IMCB iShares Morningstar Mid-Cap ETF
-0.29%
-$4.77 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$1,536.5 
MPC Marathon Petroleum Corporation
-0.28%
-$20.9 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.28%
-$41.75 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
-0.26%
-$190.28 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.25%
-$10,280.11 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
-0.25%
-$403.6 
UAL United Airlines Holdings, Inc.
-0.25%
-$10.79 
EFV iShares MSCI EAFE Value ETF
-0.24%
-$1,952.6 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
-0.24%
-$435.98 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
-0.24%
-$145.1 
BA Boeing Company
-0.23%
-$46.55 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
-0.21%
-$186.46 
DSI iShares MSCI KLD 400 Social ETF
-0.21%
-$3,022.55 
PUK Prudential plc ADR
-0.21%
-$0.17 
FJUL FT Vest US Equity Buffer ETF
-0.2%
-$31.62 
CTA Simplify Managed Futures Strategy ETF
-0.2%
-$755.04 
IWM iShares Russell 2000 ETF
-0.19%
-$23.98 
FELV Fidelity Enhanced Large Cap Value ETF
-0.19%
-$35.2 
VTWO Vanguard Russell 2000 ETF
-0.18%
-$648.48 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$19,304.3 
AVLV Avantis U.S. Large Cap Value ETF
-0.17%
-$7,210.08 
SCNM Sterling Capital National Municipal Bond ETF
-0.17%
-$129.72 
CFG Citizens Financial Group, Inc.
-0.16%
-$23.57 
AVSC Avantis U.S. Small Cap Equity ETF
-0.16%
-$15.87 
SEPZ TrueShares Structured Outcome September ETF
-0.16%
-$85.3 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$2.43 
MGK Vanguard Mega Cap Growth ETF
-0.14%
-$3.9 
KRC Kilroy Realty Corporation
-0.14%
-$9.45 
VYMI Vanguard International High Dividend Yield Index Fund
-0.14%
-$5,852.55 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.14%
-$44.22 
FTLS First Trust Long/Short Equity ETF
-0.13%
-$10.9 
ELAN Elanco Animal Health Incorporated
-0.13%
-$4.83 
AMP Ameriprise Financial, Inc.
-0.13%
-$13.3 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
-0.12%
-$84.88 
GAEM Simplify Gamma Emerging Market Bond ETF
-0.11%
-$103.31 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
-0.11%
-$140.97 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.11%
-$13.14 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.11%
-$38.22 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.1%
-$47.1 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.1%
-$1,843.47 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.1%
-$20.83 
USFD US Foods Holding Corp
-0.1%
-$1.24 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$72.45 
IWS iShares Russell Mid-Cap Value ETF
-0.09%
-$609.46 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.09%
-$43.09 
TYA Simplify Intermediate Term Treasury ETF
-0.08%
-$7.25 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$1,156.56 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
-0.08%
-$18.19 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
-0.08%
-$19.98 
ALMS Alumis Inc.
-0.06%
-$0.48 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$113.72 
QUBT Quantum Computing Inc.
-0.05%
-$23.4 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.05%
-$2,062.44 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$230.08 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.04%
-$8.04 
CMBS iShares CMBS ETF
-0.03%
-$9.02 
SVOL Simplify Volatility Premium ETF
-0.03%
-$59.8 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$494.12 
HUM Humana Inc.
-0.02%
-$0.8 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$214.97 
SBAR Simplify Barrier Income ETF
-0.02%
-$52.13 Events
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Dividends
Dividend Analysis
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| Trades 1860 | Longs Won 1072/1860 57% | Profit Factor 2.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $604,960.22 |
| Average Win $106,455.56 | Best Trade (Jun 30) $17.95M | Sharpe Ratio -47.61 |
| Average Loss -$57,726.58 | Worst Trade (Mar 30) -$3.74M | Z-Score 0.58 (43.71%) |
| Commissions $0 | Avg. Trade Length 5m 2w 6d | Expectancy $36,898.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.24% |
| Consecutive Losing Trades | 4,902 | 4,412 | 3,922 | 3,431 | 2,941 | 2,451 | 1,961 | 1,471 | 980 | 490 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAP Advance Auto Parts Inc. | 154 | $9,582 | $6,954.64 | - | -$2,627.36 | -27.42% | +1.074% |
| AAPL Apple Inc. | 6,183 | $1.59M | $2.07M | - | $472,578.89 | 29.67% | +0.539% |
| ABBV AbbVie Inc. | 83 | $20,886 | $21,709.48 | - | $823.48 | 3.94% | +1.727% |
| ABCL AbCellera Biologics Inc. | 336,112 | $2.64M | $3.73M | - | $1.09M | 41.37% | +1.907% |
| ACII Innovator Index Autocallable Income ETF | 1,351 | $34,383 | $34,274.87 | - | -$108.13 | -0.31% | -0.314% |
| ACN Accenture plc Class A | 56 | $6,969 | $10,931.76 | - | $3,962.76 | 56.86% | +6.15% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 417 | $8,669 | $8,631.9 | - | -$37.1 | -0.43% | +0.048% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 1,749 | $35,924 | $35,819.52 | - | -$104.48 | -0.29% | 0.0 |
| ADBE Adobe Inc. | 26 | $5,331 | $6,859.19 | - | $1,528.19 | 28.67% | +4.593% |
| ADI Analog Devices, Inc. | 58 | $13,591.25 | $20,974.54 | - | $7,383.29 | 54.32% | -4.528% |
| ADSK Autodesk, Inc. | 100 | $19,442 | $22,912.78 | - | $3,470.78 | 17.85% | +7.876% |
| AEO American Eagle Outfitters, Inc. | 3 | $79.11 | $46.69 | - | -$32.42 | -40.98% | +3.628% |
| AER AerCap Holdings N.V. | 24 | $3,292 | $3,342.24 | - | $50.24 | 1.53% | -1.583% |
| AGGH Simplify Aggregate Bond ETF | 12,598 | $260,688.78 | $245,094.09 | - | -$15,594.69 | -5.98% | 0.0 |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 204 | $5,183.1 | $5,243.82 | - | $60.72 | 1.17% | +0.058% |
| AHR American Healthcare REIT, Inc. | 1,409 | $42,915.12 | $75,494.22 | - | $32,579.1 | 75.92% | 0.0 |
| ALB Albemarle Corporation | 3 | $538.59 | $345.9 | - | -$192.69 | -35.78% | -1.889% |
| ALMS Alumis Inc. | 91 | $2,005 | $834.9 | - | -$1,170.1 | -58.36% | -0.058% |
| ALNY Alnylam Pharmaceuticals Inc | 1 | $301 | $249.27 | - | -$51.73 | -17.19% | +0.237% |
| AMAT Applied Materials, Inc. | 5 | $3,615 | $2,128.8 | - | -$1,486.2 | -41.11% | -6.732% |
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FAQ
Which stocks have generated the highest profits for Scott Boyce?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $25.89M, Seagate Technology Holdings plc - $12.15M, Lam Research Corporation - $10.08M, VanEck Gold Miners ETF - $4.74M, and SPDR S&P Metals & Mining ETF - $4.14M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: American Airlines Group Inc - $3.74M, Coinbase Global, Inc - $2.05M, Adecoagro S.A - $1.61M, Robinhood Markets, Inc - $1.22M, and Oracle Corporation - $1.09M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Boyce's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.68M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $2.63M, ZIM Integrated Shipping Services Ltd - $813,380.79, JPMorgan Equity Premium Income Fund - $490,997.22, Schwab U.S. TIPS ETF - $218,296.71, and iShares ESG Advanced Total USD Bond Market ETF - $167,891.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Boyce's monthly returns?
Scott Boyce's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Scott Boyce's strategy be considered aggressive or moderate?
Scott Boyce's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Scott Boyce's strategy?
Scott Boyce's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
