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:
42.34%
Gain +1.59%
Monthly
1.88%
Yearly
25.07%
Drawdown
15.18%
$275.71M
Equity
Holdings
$275.71M
Investment
$273.34M
$64.43M
Profit +$3.84M
Realized
$62.06M
Unrealized
$2.37M
Dividends
$6.12M
Goals
Avg. 36% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.59%
Profit
$3.84M
Win %
59%
This Week
Compared To Last Week
Gain
-2.79%
Profit
-$7.9M
Win %
59%
This Month
Compared to last month
Gain
-5.57%
Profit
-$16.27M
Win %
59%
This Year
Compared to last year
Gain
-5.57%
Profit
-$16.26M
Win %
61%
DOCN DigitalOcean Holdings Inc.
+12.41%
+$177.36 
WDC Western Digital Corporation
+11.93%
+$234,210.32 
TER Teradyne, Inc.
+11.18%
+$821.12 
SNDK SanDisk Corporation
+10.72%
+$149.05 
COIN Coinbase Global, Inc.
+10.64%
+$580.38 
STX Seagate Technology Holdings plc
+9.62%
+$443,609.12 
MU Micron Technology, Inc.
+9.48%
+$126,849.32 
MMM 3M Company
+8.94%
+$725.22 
COHR Coherent Corp.
+8.63%
+$230,022.12 
LITE Lumentum Holdings Inc.
+8%
+$323,739.74 
TTMI TTM Technologies, Inc.
+7.76%
+$403.26 
AMAT Applied Materials, Inc.
+7.27%
+$191.2 
CENX Century Aluminum Company
+6.89%
+$47.2 
CEVA Ceva Inc.
+6.82%
+$314,035.18 
INTC Intel Corporation
+6.65%
+$1,052.16 
SPCX Space Exploration Technologies Corp. Class A
+6.37%
+$183.36 
APPS Digital Turbine Inc.
+6.37%
+$112,325.21 
AUGO Aura Minerals Inc.
+6.37%
+$102.08 
ARM Arm Holdings plc American Depositary Receipt
+6.34%
+$324,079.2 
MRVL Marvell Technology, Inc.
+6.2%
+$283,619.54 
RGTI Rigetti Computing Inc
+5.51%
+$5,495.78 
BAI iShares A.I. Innovation and Tech Active ETF
+5.41%
+$1,919.61 
ASM Avino Silver & Gold Mines Ltd.
+5.39%
+$24 
VPG Vishay Precision Group Inc.
+5.33%
+$65.64 
DNN Denison Mines Corp.
+5.12%
+$2,900 
GLW Corning Incorporated
+4.92%
+$109,159.4 
NEXA Nexa Resources S.A.
+4.78%
+$33.92 
AMD Advanced Micro Devices, Inc.
+4.66%
+$2,815.8 
SLV iShares Silver Trust
+4.63%
+$2,142.88 
SVM Silvercorp Metals Inc.
+4.6%
+$67.65 
SWKS Skyworks Solutions Inc.
+4.58%
+$180.84 
MFG Mizuho Financial Group Inc. ADR
+4.47%
+$12.32 
CGAU Centerra Gold Inc.
+4.28%
+$25.35 
IBRX ImmunityBio, Inc.
+4.27%
+$111.68 
CE Celanese Corporation
+4.24%
+$200.34 
SGML Sigma Lithium Corporation
+4.22%
+$59.77 
ALMS Alumis Inc.
+4.22%
+$107.38 
LRCX Lam Research Corporation
+4.2%
+$540.54 
ANET Arista Networks, Inc.
+4.13%
+$280 
CECO CECO Environmental Corp.
+4.09%
+$32.25 
CRS Carpenter Technology Corporation
+4.02%
+$22.32 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+3.84%
+$13.37 
LQDA Liquidia Corporation
+3.79%
+$8.76 
ON ON Semiconductor Corporation
+3.77%
+$29.39 
GDX VanEck Gold Miners ETF
+3.75%
+$1,099.75 
OR OR ROYALTIES INC COMMON STOCK
+3.74%
+$372.75 
RING iShares MSCI Global Gold Miners ETF
+3.71%
+$217.76 
AAP Advance Auto Parts Inc.
+3.67%
+$294.14 
SMH VanEck Semiconductor ETF
+3.65%
+$197,211.89 
TSLA Tesla, Inc.
+3.54%
+$2,823.12 
ORLA Orla Mining Ltd.
+3.53%
+$11.59 
VRT Vertiv Holdings Co
+3.47%
+$121.56 
ARKK ARK Innovation ETF Fund
+3.43%
+$863.52 
NEM Newmont Corporation
+3.4%
+$433.29 
XME SPDR S&P Metals & Mining ETF
+3.35%
+$981 
TXN Texas Instruments Inc
+3.28%
+$316.54 
MTUM iShares MSCI USA Momentum Factor ETF
+3.16%
+$1,098.83 
APH Amphenol Corporation
+2.97%
+$93.97 
ORCL Oracle Corporation
+2.96%
+$9,786.34 
ILMN Illumina, Inc.
+2.96%
+$202.02 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+2.89%
+$428.04 
RVTY Revvity Inc.
+2.77%
+$227.15 
CCJ Cameco Corporation
+2.75%
+$16.31 
DOW Dow Inc.
+2.68%
+$105.95 
ARKQ Ark Autonomous Technology & Robotics ETF
+2.68%
+$34.37 
ADI Analog Devices, Inc.
+2.64%
+$571.01 
CDNS Cadence Design Systems, Inc.
+2.63%
+$34.76 
ESGE iShares ESG Aware MSCI EM ETF
+2.52%
+$25,008.67 
C Citigroup Inc.
+2.52%
+$22.68 
CAT Caterpillar Inc.
+2.51%
+$584.96 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.49%
+$376.47 
ARKW ARK Next Generation Internet ETF
+2.48%
+$35.4 
QUBT Quantum Computing Inc.
+2.46%
+$1,170.19 
ARKG ARK Genomic Revolution ETF
+2.38%
+$148.33 
IEMG iShares Core MSCI Emerging Markets ETF
+2.37%
+$13,183.32 
PURR Hyperliquid Strategies Inc.
+2.34%
+$216.81 
UNH UnitedHealth Group Incorporated
+2.33%
+$373.35 
AVEM Avantis Emerging Markets Equity ETF
+2.32%
+$10,993.77 
NXPI NXP Semiconductors N.V.
+2.27%
+$30.37 
TEL TE Connectivity plc
+2.18%
+$13.28 
ABCL AbCellera Biologics Inc.
+2.15%
+$42,014 
TAN Invesco Solar ETF
+2.15%
+$241,554.11 
DAN Dana Inc.
+2.14%
+$11.76 
LYG Lloyds Banking Group Plc ADR
+2.13%
+$11.62 
TEX Terex Corporation
+2.07%
+$280.57 
FV First Trust Dorsey Wright Focus 5 ETF
+2.07%
+$1,041.81 
BCS Barclays PLC Sponsored ADR
+2.06%
+$77.84 
COCO The Vita Coco Company, Inc.
+2.03%
+$3 
AHR American Healthcare REIT, Inc.
+2.01%
+$1,606.26 
INCY Incyte Corporation
+1.94%
+$26.93 
RRX Regal Rexnord Corporation
+1.92%
+$15.8 
NWG NatWest Group plc Sponsored ADR
+1.9%
+$5.03 
ANAB AnaptysBio Inc.
+1.87%
+$40.42 
GS The Goldman Sachs Group, Inc.
+1.81%
+$95.55 
GTX Garrett Motion Inc.
+1.79%
+$366.8 
HSBC HSBC Holdings plc Sponsored ADR
+1.76%
+$10.44 
RDDT Reddit Inc Class A
+1.75%
+$6.34 
SPEM SPDR Portfolio Emerging Markets ETF
+1.7%
+$18.81 
EMR Emerson Electric Co.
+1.7%
+$596.24 
TDW Tidewater Inc.
+1.67%
+$6.3 
DB Deutsche Bank AG
+1.61%
+$2.24 
SAN Banco Santander S.A. Sponsored ADR
+1.61%
+$20 
GLD SPDR Gold Shares
+1.59%
+$504.39 
CELC Celcuity Inc.
+1.59%
+$26.6 
IAU iShares Gold Trust
+1.59%
+$1,075.5 
NRG NRG Energy, Inc.
+1.59%
+$6.21 
QQQ Invesco QQQ Trust, Series 1
+1.58%
+$88.22 
IAUM iShares Gold Trust Micro
+1.56%
+$413.12 
SGOL abrdn Physical Gold Shares ETF
+1.56%
+$25,618.32 
OXY Occidental Petroleum Corporation
+1.55%
+$29.07 
UBS UBS Group AG
+1.5%
+$6.16 
AER AerCap Holdings N.V.
+1.46%
+$52.08 
SCHA Schwab U.S. Small-Cap ETF
+1.46%
+$18.81 
BLCR iShares Large Cap Core ACT ETF
+1.44%
+$331.1 
AVGO Broadcom Inc.
+1.42%
+$6,195.31 
PUK Prudential plc ADR
+1.42%
+$1.2 
EFG iShares MSCI EAFE Growth ETF
+1.4%
+$8,580.46 
NVDA NVIDIA Corporation
+1.4%
+$4,055.52 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.39%
+$103.32 
IWY iShares Russell Top 200 Growth ETF
+1.39%
+$27,202.3 
IWP iShares Russell Mid-Cap Growth ETF
+1.37%
+$2,698.92 
HWM Howmet Aerospace Inc.
+1.37%
+$7.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$1,059.49 
JCI Johnson Controls International plc
+1.36%
+$69.93 
USXF iShares ESG Aware MSCI USA ETF
+1.35%
+$88,659.6 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+1.35%
+$43,776.18 
CHRW C.H. Robinson Worldwide, Inc.
+1.32%
+$10.88 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+1.32%
+$393.33 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.29%
+$13.97 
LLY Eli Lilly and Company
+1.28%
+$795.42 
VIK Viking Holdings Ltd
+1.28%
+$181.04 
IDVO Amplify CWP International Enhanced Dividend Income ETF
+1.27%
+$620.1 
HUM Humana Inc.
+1.26%
+$40.16 
FENI Fidelity Enhanced International ETF
+1.24%
+$510.09 
ALNY Alnylam Pharmaceuticals Inc
+1.17%
+$3.2 
CTA Simplify Managed Futures Strategy ETF
+1.17%
+$4,026.88 
GEVO Gevo Inc.
+1.16%
+$400.3 
AVDE Avantis International Equity ETF
+1.13%
+$10,156.53 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.13%
+$54,095.53 
BEN Franklin Resources Inc.
+1.12%
+$101.16 
MRVI Maravai Lifesciences Holdings Inc.
+1.07%
+$46,266.07 
IUSG iShares Core S&P U.S. Growth ETF
+1.04%
+$197.25 
JPM JPMorgan Chase & Co.
+1.02%
+$637.56 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.01%
+$13.75 
EFV iShares MSCI EAFE Value ETF
+1.01%
+$7,663.95 
THRO iShares U.S. Thematic Rotation Active ETF
+1.01%
+$325.98 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1%
+$731.7 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1%
+$640.52 
PSX Phillips 66
+1%
+$16.72 
ELAN Elanco Animal Health Incorporated
+0.99%
+$40.25 
FMAT Fidelity MSCI Materials Index ETF
+0.98%
+$382.39 
SENS Senseonics Holdings, Inc.
+0.98%
+$90 
SVOL Simplify Volatility Premium ETF
+0.93%
+$1,794.15 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.93%
+$38,074.5 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.93%
+$114.37 
AZN AstraZeneca PLC American Depositary Shares
+0.89%
+$26.46 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.89%
+$100 
AR Antero Resources Corporation
+0.87%
+$3.19 
SPYC Simplify US Equity PLUS Convexity ETF
+0.87%
+$41.19 
E Eni S.p.A. Sponsored ADR
+0.87%
+$1.29 
ABBV AbbVie Inc.
+0.86%
+$181.77 
ROK Rockwell Automation, Inc.
+0.85%
+$1,176 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.85%
+$174.62 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.84%
+$1.82 
MGK Vanguard Mega Cap Growth ETF
+0.83%
+$21.75 
VYMI Vanguard International High Dividend Yield Index Fund
+0.82%
+$32,189.03 
BAC Bank of America Corporation
+0.82%
+$67.81 
IMO Imperial Oil Limited
+0.81%
+$7 
WFC Wells Fargo & Company
+0.81%
+$89.6 
CHTR Charter Communications Inc
+0.79%
+$24.48 
VTWO Vanguard Russell 2000 ETF
+0.79%
+$2,869.99 
IWM iShares Russell 2000 ETF
+0.78%
+$100.76 
NTRS Northern Trust Corporation
+0.74%
+$82.96 
GEV GE Vernova Inc.
+0.74%
+$349.36 
T AT&T Inc.
+0.73%
+$39.36 
CSCO Cisco Systems, Inc.
+0.71%
+$43.45 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.71%
+$82.12 
FIDU Fidelity MSCI Industrials Index ETF
+0.7%
+$288.61 
MPC Marathon Petroleum Corporation
+0.7%
+$41.8 
BNY BlackRock New York Municipal Income Trust
+0.69%
+$78.48 
MGC Vanguard Mega Cap ETF
+0.68%
+$9.22 
PVH PVH Corp.
+0.66%
+$8.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.66%
+$58,080.75 
IVV iShares Core S&P 500 ETF
+0.65%
+$1,321.91 
RTX RTX Corporation
+0.65%
+$129.17 
SBAR Simplify Barrier Income ETF
+0.65%
+$1,730.72 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.64%
+$997.36 
ESGU iShares ESG Aware MSCI USA ETF
+0.63%
+$60,340.49 
SPY SPDR S&P 500 ETF Trust
+0.63%
+$37.44 
FTLS First Trust Long/Short Equity ETF
+0.63%
+$51.22 
FEX First Trust Large Cap Core Fund A
+0.63%
+$205.34 
VOO Vanguard S&P 500 ETF
+0.62%
+$4.2 
BIIB Biogen Inc.
+0.61%
+$4.92 
SPD Simplify US Equity PLUS Downside Convexity ETF
+0.61%
+$28.75 
FENY Fidelity MSCI Energy Index ETF
+0.61%
+$51.67 
ULTA Ulta Beauty Inc.
+0.6%
+$2.94 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+0.6%
+$432.9 
IOO iShares Global 100 ETF
+0.6%
+$13.2 
DSI iShares MSCI KLD 400 Social ETF
+0.59%
+$8,225.3 
SEPZ TrueShares Structured Outcome September ETF
+0.59%
+$306.06 
VIRT Virtu Financial, Inc.
+0.58%
+$12.87 
ONEH TrueShares Equity Hedge ETF
+0.57%
+$51.7 
AVLV Avantis U.S. Large Cap Value ETF
+0.55%
+$22,779.35 
SPLS PIMCO U.S. Stocks PLUS Active Bond Exchange-Traded Fund
+0.54%
+$24.85 
IJH iShares Core S&P Mid-Cap ETF
+0.53%
+$142.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.52%
+$296.06 
NIO Nio Inc.
+0.52%
+$226.22 
AVSC Avantis U.S. Small Cap Equity ETF
+0.51%
+$51.06 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.51%
+$411.38 
PAYH TrueShares S&P Hedged Structured Income High ETF
+0.51%
+$123.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.5%
+$2,743.75 
RDVY First Trust Rising Dividend Achievers ETF
+0.49%
+$145.86 
CEFZ RiverNorth Active Income ETF
+0.49%
+$22.63 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.49%
+$9,003.58 
LYFT Lyft Inc.
+0.49%
+$1.12 
PAYM TrueShares S&P Autocallable Defensive Income ETF
+0.47%
+$515.64 
TS Tenaris S.A.
+0.47%
+$0.53 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.47%
+$7.26 
XLE Energy Select Sector SPDR Fund
+0.45%
+$59,514.78 
STT State Street Corp
+0.43%
+$73.14 
HUBB Hubbell Inc.
+0.43%
+$2.1 
CVSA Adtalem Global Education Inc.
+0.42%
+$0.48 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.42%
+$8.16 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.42%
+$361.24 
IMCB iShares Morningstar Mid-Cap ETF
+0.41%
+$6.71 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
+0.4%
+$238.69 
JNJ Johnson & Johnson
+0.39%
+$223.1 
MRK Merck & Co., Inc.
+0.39%
+$26.4 
FCEF First Trust Income Opportunities ETF
+0.38%
+$68.23 
FJUL FT Vest US Equity Buffer ETF
+0.38%
+$56.92 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$11,680.61 
BLK BlackRock, Inc.
+0.37%
+$35.01 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.35%
+$71.12 
HLT Hilton Worldwide Holdings Inc.
+0.35%
+$5.62 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
+0.34%
+$122.43 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.34%
+$29.19 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.34%
+$107.01 
PWR Quanta Services Inc.
+0.34%
+$8.5 
AMGN Amgen Inc.
+0.34%
+$23.18 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
+0.32%
+$476.65 
YJUN First Trust International Equity Moderate ETF
+0.32%
+$52.19 
PFIX Simplify Interest Rate Hedge ETF
+0.31%
+$12.62 
DUSA Davis Select U.S. Equity ETF
+0.3%
+$55.42 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.29%
+$44.44 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.28%
+$71.59 
JEPI JPMorgan Equity Premium Income Fund
+0.28%
+$29,921.67 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.27%
+$198.83 
AZO AutoZone Inc.
+0.25%
+$22.32 
FRI First Trust S&P REIT Index Fund
+0.24%
+$13.6 
NFLX Netflix, Inc.
+0.24%
+$74.25 
EXPE Expedia Group, Inc.
+0.23%
+$13.02 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.22%
+$4,096.6 
IVE ISHARES S&P 500 VALUE ETF
+0.2%
+$144.9 
SNOW Snowflake Inc.
+0.2%
+$1.08 
VIG Vanguard Dividend Appreciation ETF
+0.19%
+$3,553.65 
CAH Cardinal Health Inc.
+0.19%
+$0.42 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.18%
+$319.71 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.17%
+$63.7 
M Macy's Inc.
+0.17%
+$0.16 
META Meta Platforms Inc Class A
+0.17%
+$983.47 
DXC Dxc Technology Co.
+0.16%
+$1.64 
FHLC Fidelity MSCI Health Care Index ETF
+0.15%
+$33.24 
TXT Textron Inc.
+0.14%
+$11.44 
DE Deere & Company
+0.14%
+$2.49 
BA Boeing Company
+0.14%
+$27.55 
AAPL Apple Inc.
+0.14%
+$2,720.52 
ACII Innovator Index Autocallable Income ETF
+0.13%
+$45.93 
GAEM Simplify Gamma Emerging Market Bond ETF
+0.13%
+$119.73 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
+0.13%
+$158.99 
FELV Fidelity Enhanced Large Cap Value ETF
+0.12%
+$22 
UAL United Airlines Holdings, Inc.
+0.1%
+$4.8 
FREL Fidelity MSCI Real Estate Index ETF
+0.1%
+$19.14 
VNQ Vanguard Real Estate ETF
+0.09%
+$3,540.08 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.09%
+$18.81 
TT Trane Technologies plc
+0.08%
+$4.97 
BMY Bristol-Myers Squibb Company
+0.07%
+$24 
IWX iShares Russell Top 200 Value ETF
+0.06%
+$810.1 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$3.94 
SCHD Schwab U.S. Dividend Equity ETF
+0.04%
+$2,278.53 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.02%
+$388.46 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$1.04 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$30.2 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$10.02 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$3,874.64 
BUCK Simplify Treasury Option Income ETF
0%
$0 
INO Inovio Pharmaceuticals, Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
ONEZ
0%
$0 
QBER
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TEAM Atlassian Corporation Class A
-4.45%
-$51.48 
CRWD CrowdStrike Holdings, Inc.
-3.15%
-$200 
NOC Northrop Grumman Corporation
-3.08%
-$193.92 
VLTO Veralto Corporation
-2.75%
-$289.28 
SN SharkNinja, Inc.
-2.47%
-$79.17 
OMC Omnicom Group Inc.
-2.28%
-$316.87 
EL The Estée Lauder Companies Inc. Class A
-2.27%
-$20.9 
CSGP CoStar Group, Inc.
-2.16%
-$6.4 
IT Gartner Inc.
-2.12%
-$41.86 
GDDY Godaddy Inc.
-2.02%
-$76.8 
STNE StoneCo Ltd.
-1.93%
-$143.62 
GILD Gilead Sciences Inc.
-1.91%
-$76.2 
LCID Lucid Group, Inc.
-1.9%
-$0.41 
AEO American Eagle Outfitters, Inc.
-1.8%
-$0.94 
LULU lululemon athletica inc.
-1.76%
-$113.25 
ADBE Adobe Inc.
-1.76%
-$107.64 
VEEV Veeva Systems Inc.
-1.76%
-$69.5 
FTNT Fortinet Inc.
-1.73%
-$166.2 
SAP SAP SE Sponsored ADR
-1.64%
-$36.26 
MO Altria Group, Inc.
-1.63%
-$4.86 
PAYC Paycom Software, Inc.
-1.6%
-$69.6 
MELI MercadoLibre, Inc.
-1.57%
-$57.54 
VSTS Vestis Corporation
-1.55%
-$71,686 
CRM Salesforce Inc
-1.54%
-$104.13 
TTD The Trade Desk, Inc. Class A
-1.48%
-$29.7 
TJX The TJX Companies, Inc.
-1.47%
-$91.6 
LTH Life Time Group Holdings Inc.
-1.46%
-$3.1 
CART Maplebear Inc.
-1.41%
-$77.88 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.37%
-$274.85 
TRV The Travelers Companies, Inc.
-1.32%
-$238.14 
ADSK Autodesk, Inc.
-1.3%
-$283 
NMG Nouveau Monde Graphite Inc.
-1.25%
-$8.57 
BOOT Boot Barn Holdings, Inc.
-1.24%
-$1.86 
WMT Walmart Inc.
-1.24%
-$169.58 
LNG Cheniere Energy Inc.
-1.22%
-$45.36 
PRDO Perdoceo Education Corporation
-1.22%
-$1.85 
MNST Monster Beverage Corporation
-1.16%
-$218.45 
LMT Lockheed Martin Corporation
-1.13%
-$34.44 
PG Procter & Gamble Co
-1.11%
-$71.38 
VSCO Victoria's Secret & Co.
-1.1%
-$37.44 
BJ BJ's Wholesale Club Holdings, Inc.
-1.1%
-$127.71 
SYK Stryker Corporation
-1.06%
-$34 
IBM International Business Machines Corporation
-1.05%
-$4,009.54 
TTWO Take-Two Interactive Software, Inc.
-1.02%
-$34.3 
FISV Fiserv, Inc.
-1.02%
-$167.97 
RBA Rb Global Inc.
-1.02%
-$37.29 
MRNA Moderna, Inc.
-1.01%
-$42.6 
LII Lennox International Inc.
-1%
-$69.68 
RF Regions Financial Corporation
-0.98%
-$79 
MOAT VanEck Morningstar Wide Moat Fund
-0.97%
-$291.49 
BTI British American Tobacco p.l.c. ADR
-0.96%
-$2.4 
PLTR Palantir Technologies Inc.
-0.94%
-$3,959.42 
MTB M&T Bank Corporation
-0.93%
-$13.92 
ACN Accenture plc Class A
-0.92%
-$74.48 
ICE Intercontinental Exchange, Inc.
-0.91%
-$94.17 
KRC Kilroy Realty Corporation
-0.91%
-$68.04 
AMZN Amazon.com Inc
-0.89%
-$9,470.09 
CRH CRH plc
-0.87%
-$24.36 
MSFT Microsoft Corp.
-0.85%
-$14,677.67 
DUK Duke Energy Corporation
-0.8%
-$118.17 
USFD US Foods Holding Corp
-0.79%
-$9.75 
V Visa Inc. Class A
-0.78%
-$28.25 
WBD Warner Bros. Discovery, Inc.
-0.75%
-$114.47 
MRP Millrose Properties Inc.
-0.75%
-$21.5 
SHOP Shopify Inc.
-0.71%
-$2.67 
UGI UGI Corporation
-0.71%
-$2.08 
CCEP Coca-Cola Europacific Partners PLC
-0.71%
-$3.75 
DLTR Dollar Tree, Inc.
-0.69%
-$7.9 
GLPI Gaming and Leisure Properties, Inc.
-0.69%
-$10.85 
HBAN Huntington Bancshares Incorporated
-0.69%
-$61 
SGI Somnigroup International Inc.
-0.67%
-$2.35 
AXP American Express Company
-0.66%
-$4.63 
COST Costco Wholesale Corporation
-0.64%
-$137.77 
TYA Simplify Intermediate Term Treasury ETF
-0.64%
-$60.32 
HIG The Hartford Insurance Group, Inc.
-0.63%
-$35.2 
LVHD Franklin U.S. Low Volatility ETF
-0.63%
-$77 
TRGP Targa Resources Corp.
-0.61%
-$20.58 
GOOG Alphabet Inc
-0.59%
-$338.58 
GEHC GE HealthCare Technologies Inc.
-0.59%
-$2.59 
HEI.A Heico Corporation
-0.58%
-$5.8 
CVNA Carvana Co.
-0.58%
-$2.22 
GOOGL Alphabet Inc
-0.58%
-$643.51 
PINS Pinterest, Inc. Class A
-0.55%
-$5.5 
SCHW Charles Schwab Corporation
-0.55%
-$9.52 
EMLP First Trust North American Energy Infrastructure Fund
-0.53%
-$168.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.47%
-$80.03 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.47%
-$92.46 
UBER Uber Technologies, Inc.
-0.44%
-$36.85 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.43%
-$88 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.43%
-$17.45 
BRK-B Berkshire Hathaway Inc.
-0.43%
-$175.96 
MOS Mosaic Company
-0.42%
-$1.04 
CMBS iShares CMBS ETF
-0.41%
-$120.2 
LHX L3Harris Technologies, Inc.
-0.39%
-$2.18 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.37%
-$176.62 
BAND Bandwidth Inc.
-0.35%
-$15,646.32 
ELVR Sayona Mining Ltd
-0.35%
-$4.29 
AMP Ameriprise Financial, Inc.
-0.35%
-$34.58 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.34%
-$678.08 
RY Royal Bank of Canada
-0.33%
-$14.38 
ALB Albemarle Corporation
-0.32%
-$1.14 
AYI Acuity Brands Inc.
-0.31%
-$1.01 
EDV Vanguard Extended Duration Treasury ETF
-0.28%
-$4,857.75 
VGLT Vanguard Long-Term Treasury Fund
-0.27%
-$389.18 
HDV iShares Core High Dividend ETF
-0.27%
-$5,027.18 
PRU Prudential Financial, Inc.
-0.26%
-$20.13 
D Dominion Energy, Inc.
-0.23%
-$119.46 
SPBO SPDR Portfolio Corporate Bond ETF
-0.23%
-$133.06 
AGGH Simplify Aggregate Bond ETF
-0.23%
-$566.91 
ILTB iShares Core 10+ Year USD Bond ETF
-0.22%
-$120.1 
JXN Jackson Financial Inc.
-0.22%
-$27.54 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.21%
-$9,280.98 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.2%
-$432.15 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.2%
-$28.08 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$2,006.34 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.17%
-$891.56 
DFNL Davis Select Financial ETF
-0.16%
-$20.72 
GOVT iShares U.S. Treasury Bond ETF
-0.15%
-$65.83 
IDLV Invesco S&P International Developed Low Volatility ETF
-0.15%
-$2,906.8 
SCEC Sterling Capital Enhanced Cash ETF
-0.14%
-$1,142.33 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.13%
-$17.71 
VZ Verizon Communications Inc.
-0.13%
-$9.79 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.12%
-$1,734.84 
SCHP Schwab U.S. TIPS ETF
-0.11%
-$5,188.89 
RFIX Simplify Bond Bull ETF
-0.11%
-$4.4 
EIX Edison International
-0.1%
-$4.56 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.1%
-$1,394.35 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.09%
-$43.09 
FOXY Simplify Currency Strategy ETF
-0.09%
-$223.15 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$12.73 
FNCL Fidelity MSCI Financials Index ETF
-0.08%
-$27.5 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$4.08 
FCOM Fidelity MSCI Communication Services Index ETF
-0.08%
-$31.52 
INTU Intuit Inc.
-0.07%
-$5.94 
USMV iShares MSCI USA Min Vol Factor ETF
-0.07%
-$8.19 
WDI Western Asset Diversified Income Fund
-0.07%
-$0.99 
IWS iShares Russell Mid-Cap Value ETF
-0.06%
-$393.2 
SCNM Sterling Capital National Municipal Bond ETF
-0.06%
-$48 
NUV Nuveen Municipal Value Fund, Inc.
-0.06%
-$1.51 
COR Cencora, Inc.
-0.05%
-$2.32 
GE General Electric Company
-0.05%
-$38.24 
VRTX Vertex Pharmaceuticals Incorporated
-0.05%
-$1.32 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.04%
-$1.64 
CFG Citizens Financial Group, Inc.
-0.04%
-$5.12 
DIS The Walt Disney Company
-0.03%
-$2.82 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.02%
-$0.25 
REGN Regeneron Pharmaceuticals, Inc.
-0.01%
-$0.7 
DGRO iShares Core Dividend Growth ETF
-0.01%
-$123.53 
SEIX Virtus Seix Senior Loan ETF
0%
-$0.21 Events
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Dividends
Dividend Analysis
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| Trades 1860 | Longs Won 734/1860 39% | Profit Factor 2.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $589,602.04 |
| Average Win $136,781.92 | Best Trade (Jun 30) $17.95M | Sharpe Ratio -47.6 |
| Average Loss -$31,945.86 | Worst Trade (Jul 30) -$3.16M | Z-Score -12.63 (100%) |
| Commissions $0 | Avg. Trade Length 5m 3d | Expectancy $34,638.11 |
| 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% | 0.3% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 - $12.16M, 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: Coinbase Global, Inc - $2.06M, Aura Minerals Inc - $1.05M, Oracle Corporation - $1.01M, Apple Inc - $964,711.11, and Albemarle Corporation - $959,760.82. 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 $6.12M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $2.17M, JPMorgan Equity Premium Income Fund - $373,280.14, Schwab U.S. TIPS ETF - $167,566.66, Schwab U.S. Dividend Equity ETF - $155,501.05, and SPDR S&P 500 ETF Trust - $147,865.35. 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.
