JC

Jessica Clark Portfolio

Invests via Caerus Investment Advisors LLC | Managed by Jessica Clark, Michael Cheung
Invests via Caerus Investment Advisors LLC
Managed by Jessica Clark, Michael Cheung
Automatically Tracked
Tracking: 0 Updated: Yesterday at 07:32 AM
Jessica Clark Profile

With a diverse background in entrepreneurship and corporate leadership, Jessica Clark has established herself as a prominent figure in the technology sector. She has co-founded several successful startups, leveraging her expertise to drive innovation and growth. Her experience encompasses product development and market expansion strategies that have positioned her ventures at the forefront of their industries. Clark's influence extends into investment circles where she collaborates with emerging companies seeking to scale operations effectively. As a thought leader, she often engages in discussions surrounding tech commercialization and business strategy, making her insights valuable for investors looking at the evolving landscape.

With a diverse background in entrepreneurship and corporate leadership, Jessica Clark has established herself as a prominent figure in the technology sector. She has co-founded several successful startups, leveraging her expertise to drive innovation and growth. Her experience encompasses product development and market expansion strategies that have positioned her ventures at the forefront of their industries. Clark's influence extends into investment circles where she collaborates with emerging companies seeking to scale operations effectively. As a thought leader, she often engages in discussions surrounding tech commercialization and business strategy, making her insights valuable for investors looking at the evolving landscape.

Investment Philosophy & Strategy

With a keen focus on innovation, Jessica Clark capitalizes on her extensive experience in technology and entrepreneurship to identify promising ventures poised for growth. Her unique insights into product development and market dynamics enable her to navigate the competitive landscape effectively. By fostering collaborations with nascent companies, she not only drives operational scaling but also nurtures entrepreneurial ecosystems. Informed by her leadership roles, Clark prioritizes strategic investment in sectors that demonstrate scalability and disruptive potential. Her multifaceted approach aligns well with trends shaping the tech industry, positioning her as a forward-thinking contributor in venture investments.

With a keen focus on innovation, Jessica Clark capitalizes on her extensive experience in technology and entrepreneurship to identify promising ventures poised for growth. Her unique insights into product development and market dynamics enable her to navigate the competitive landscape effectively. By fostering collaborations with nascent companies, she not only drives operational scaling but also nurtures entrepreneurial ecosystems. Informed by her leadership roles, Clark prioritizes strategic investment in sectors that demonstrate scalability and disruptive potential. Her multifaceted approach aligns well with trends shaping the tech industry, positioning her as a forward-thinking contributor in venture investments.

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:
34.83%
Gain +0.01%
Monthly
0.32%
Yearly
3.85%
Drawdown
20.71%
$268.03M
Equity
Holdings
$268.03M
Investment
$219.63M
$57.78M
Profit +$14,874.06
Realized
-$3.4M
Unrealized
$61.19M
Dividends
$15.05M

Goals

Avg. 35% completed goals
Yearly
Gain > 5%
2026
0%
Yearly
Gain < 20%
2026
70%
Today
Compared To Yesterday
Gain
0.01%
Profit
$14,874.06
Win %
72%
This Week
Compared To Last Week
Gain
0.01%
Profit
$14,874.06
Win %
72%
This Month
Compared to last month
Gain
-0.85%
Profit
-$2.29M
Win %
72%
This Year
Compared to last year
Gain
-5.94%
Profit
-$18.92M
Win %
70%
Alight Inc. logo
ALIT Alight Inc.
+11.7%
+$3,120.24
Amkor Technology Inc. logo
AMKR Amkor Technology Inc.
+8.71%
+$47,172.45
Onto Innovation Inc. logo
ONTO Onto Innovation Inc.
+6.7%
+$32,315.8
Intel Corporation logo
INTC Intel Corporation
+6.51%
+$194,389.84
Newell Brands Inc. logo
NWL Newell Brands Inc.
+6.49%
+$4,787.4
Western Digital Corporation logo
WDC Western Digital Corporation
+6.36%
+$154,878.61
Teradyne, Inc. logo
TER Teradyne, Inc.
+5.72%
+$45,627.44
SanDisk Corporation logo
SNDK SanDisk Corporation
+5.24%
+$136,744.28
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+4.73%
+$54,817.52
Fate Therapeutics Inc. logo
FATE Fate Therapeutics Inc.
+4.57%
+$1,311.21
Conduent Inc. logo
CNDT Conduent Inc.
+4.48%
+$1,116.06
Huntsman Corporation logo
HUN Huntsman Corporation
+4.38%
+$7,955.64
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
+4.37%
+$17,387.33
Service Corporation International logo
SCI Service Corporation International
+4.34%
+$8,233.6
MarketAxess Holdings Inc. logo
MKTX MarketAxess Holdings Inc.
+3.92%
+$11,053.44
GE Vernova Inc. logo
GEV GE Vernova Inc.
+3.73%
+$26,655.68
Molina Healthcare Inc. logo
MOH Molina Healthcare Inc.
+3.67%
+$13,770.6
Lumentum Holdings Inc. logo
LITE Lumentum Holdings Inc.
+3.59%
+$15,729.23
Jefferies Financial Group Inc. logo
JEF Jefferies Financial Group Inc.
+3.35%
+$11,812
Tyson Foods Inc. logo
TSN Tyson Foods Inc.
+3.22%
+$20,021.15
Chipotle Mexican Grill, Inc. logo
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$10,449.74
Freeport-McMoRan Inc. logo
FCX Freeport-McMoRan Inc.
+3.12%
+$39,924.09
Bath & Body Works, Inc. logo
BBWI Bath & Body Works, Inc.
+3.08%
+$6,455.98
DuPont de Nemours Inc. logo
DD DuPont de Nemours Inc.
+3.03%
+$9,545.24
Aldeyra Therapeutics Inc. logo
ALDX Aldeyra Therapeutics Inc.
+2.92%
+$572.75
Chewy Inc. logo
CHWY Chewy Inc.
+2.88%
+$4,861.08
Pinnacle Financial Partners Inc. logo
PNFP Pinnacle Financial Partners Inc.
+2.79%
+$17,734.78
Newmont Corporation logo
NEM Newmont Corporation
+2.71%
+$18,469.44
Zscaler Inc. logo
ZS Zscaler Inc.
+2.7%
+$4,924.04
Centene Corporation logo
CNC Centene Corporation
+2.6%
+$32,980.2
Equifax Inc. logo
EFX Equifax Inc.
+2.59%
+$7,999.83
Freshworks Inc. Class A Common Stock logo
FRSH Freshworks Inc. Class A Common Stock
+2.44%
+$3,990.15
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.31%
+$14,944.43
HCA Healthcare Inc. logo
HCA HCA Healthcare Inc.
+2.29%
+$3,719.42
U.S. Bancorp logo
USB U.S. Bancorp
+2.27%
+$11,180.85
Host Hotels & Resorts Inc. logo
HST Host Hotels & Resorts Inc.
+2.26%
+$7,186.3
Itt Inc. logo
ITT Itt Inc.
+2.23%
+$4,782.54
Invesco Ltd. logo
IVZ Invesco Ltd.
+2.23%
+$7,589.61
Fidelity National Information Services, Inc. logo
FIS Fidelity National Information Services, Inc.
+2.22%
+$7,955.15
Tradeweb Markets Inc. logo
TW Tradeweb Markets Inc.
+2.21%
+$3,939.81
Comcast Corp logo
CMCSA Comcast Corp
+2.21%
+$4,033.3
American Express Company logo
AXP American Express Company
+2.18%
+$7,450.41
Conagra Brands Inc. logo
CAG Conagra Brands Inc.
+2.16%
+$4,844.45
Stryker Corporation logo
SYK Stryker Corporation
+2.15%
+$4,906.88
Northern Trust Corporation logo
NTRS Northern Trust Corporation
+2.1%
+$10,712.56
Sarepta Therapeutics Inc. logo
SRPT Sarepta Therapeutics Inc.
+2.07%
+$3,054.74
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+1.95%
+$10,833.57
Target Corporation logo
TGT Target Corporation
+1.95%
+$7,062.93
Ameriprise Financial, Inc. logo
AMP Ameriprise Financial, Inc.
+1.94%
+$6,746.25
Occidental Petroleum Corporation logo
OXY Occidental Petroleum Corporation
+1.93%
+$3,931.18
Mueller Industries Inc. logo
MLI Mueller Industries Inc.
+1.92%
+$16,346.11
FactSet Research Systems Inc. logo
FDS FactSet Research Systems Inc.
+1.91%
+$4,366.32
AXIS Capital Holdings Limited logo
AXS AXIS Capital Holdings Limited
+1.91%
+$3,986.2
AdvisorShares Insider Advantage ETF logo
SURE AdvisorShares Insider Advantage ETF
+1.86%
+$15,622.94
Comfort Systems USA, Inc. logo
FIX Comfort Systems USA, Inc.
+1.85%
+$41,506.6
Kinder Morgan, Inc. logo
KMI Kinder Morgan, Inc.
+1.85%
+$5,790.14
Tesla, Inc. logo
TSLA Tesla, Inc.
+1.82%
+$15,855.84
Antero Resources Corporation logo
AR Antero Resources Corporation
+1.78%
+$3,043.9
Stifel Financial Corp. logo
SF Stifel Financial Corp.
+1.76%
+$7,246.26
Citizens Financial Group, Inc. logo
CFG Citizens Financial Group, Inc.
+1.71%
+$11,140.08
Welltower Inc. logo
WELL Welltower Inc.
+1.69%
+$8,882.2
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
+1.68%
+$15,783.37
Union Pacific Corporation logo
UNP Union Pacific Corporation
+1.65%
+$5,449.87
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
+1.59%
+$7,878.96
Blackstone Inc. logo
BX Blackstone Inc.
+1.58%
+$3,382.61
Prosperity Bancshares Inc. logo
PB Prosperity Bancshares Inc.
+1.58%
+$3,872.51
Devon Energy Corporation logo
DVN Devon Energy Corporation
+1.57%
+$5,586
Delta Air Lines, Inc. logo
DAL Delta Air Lines, Inc.
+1.5%
+$7,591.55
Zoom Video Communications, Inc. logo
ZM Zoom Video Communications, Inc.
+1.47%
+$7,063.84
Genuine Parts Company logo
GPC Genuine Parts Company
+1.46%
+$4,289.71
Caterpillar Inc. logo
CAT Caterpillar Inc.
+1.44%
+$7,479.33
Omnicom Group Inc. logo
OMC Omnicom Group Inc.
+1.44%
+$5,762.83
EMCOR Group, Inc. logo
EME EMCOR Group, Inc.
+1.42%
+$6,658.54
Tapestry Inc. logo
TPR Tapestry Inc.
+1.4%
+$6,966.96
Paychex Inc. logo
PAYX Paychex Inc.
+1.37%
+$4,530.16
Fiserv, Inc. logo
FISV Fiserv, Inc.
+1.36%
+$2,689.92
S&P Global Inc. logo
SPGI S&P Global Inc.
+1.35%
+$3,949.13
Principal Financial Group, Inc. logo
PFG Principal Financial Group, Inc.
+1.3%
+$3,630.77
Citigroup Inc. logo
C Citigroup Inc.
+1.27%
+$9,452.92
MasTec, Inc. Common Stock logo
MTZ MasTec, Inc. Common Stock
+1.25%
+$5,453.4
Equinix, Inc. logo
EQIX Equinix, Inc.
+1.22%
+$10,211.96
ADT Inc. logo
ADT ADT Inc.
+1.19%
+$1,973.28
iShares Select Dividend ETF logo
DVY iShares Select Dividend ETF
+1.19%
+$31,471.2
Lam Research Corporation logo
LRCX Lam Research Corporation
+1.18%
+$36,821.16
Weave Communications Inc. logo
WEAV Weave Communications Inc.
+1.1%
+$914.46
Airbnb, Inc. logo
ABNB Airbnb, Inc.
+1.08%
+$9,415.98
DocuSign Inc. logo
DOCU DocuSign Inc.
+1.08%
+$4,412.63
The Cigna Group logo
CI The Cigna Group
+1.07%
+$3,485.48
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.07%
+$7,675.88
Prologis Inc. logo
PLD Prologis Inc.
+1.05%
+$4,631.43
Visa Inc. Class A logo
V Visa Inc. Class A
+1.05%
+$5,163.67
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF logo
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
+1%
+$6,252.24
PG&E Corporation logo
PCG PG&E Corporation
+0.95%
+$12,005.6
Match Group, Inc. logo
MTCH Match Group, Inc.
+0.93%
+$3,241.28
Schwab Fundamental U.S. Large Company Index ETF logo
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$2,804.76
Federal Realty Investment Trust logo
FRT Federal Realty Investment Trust
+0.9%
+$3,683.68
Avantis International Small Cap Value ETF logo
AVDV Avantis International Small Cap Value ETF
+0.89%
+$2,838.8
Amphenol Corporation logo
APH Amphenol Corporation
+0.88%
+$3,485.31
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
+0.87%
+$69,832.49
Monster Beverage Corporation logo
MNST Monster Beverage Corporation
+0.87%
+$4,990.41
Vanguard Russell 2000 ETF logo
VTWO Vanguard Russell 2000 ETF
+0.86%
+$6,249.88
Tenet Healthcare Corporation logo
THC Tenet Healthcare Corporation
+0.86%
+$1,779.06
V.F. Corporation logo
VFC V.F. Corporation
+0.86%
+$2,460.9
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.86%
+$5,034.28
Fortinet Inc. logo
FTNT Fortinet Inc.
+0.85%
+$6,978.73
Coca-Cola Consolidated Inc. logo
COKE Coca-Cola Consolidated Inc.
+0.85%
+$1,788.75
Ventas Inc. logo
VTR Ventas Inc.
+0.85%
+$6,375.8
Edison International logo
EIX Edison International
+0.84%
+$15,531.82
ZipRecruiter Inc. logo
ZIP ZipRecruiter Inc.
+0.84%
+$405.36
SPDR S&P Dividend ETF logo
SDY SPDR S&P Dividend ETF
+0.83%
+$2,000
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
+0.82%
+$1,890
MSCI Inc. logo
MSCI MSCI Inc.
+0.81%
+$1,827.8
General Motors Company logo
GM General Motors Company
+0.8%
+$8,812.7
PACCAR Inc. logo
PCAR PACCAR Inc.
+0.8%
+$2,088.68
Akamai Technologies Inc. logo
AKAM Akamai Technologies Inc.
+0.79%
+$3,619.17
General Electric Company logo
GE General Electric Company
+0.76%
+$6,068.01
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$1,998.91
Phillips 66 logo
PSX Phillips 66
+0.76%
+$8,001.39
Biomarin Pharmaceutical Inc. logo
BMRN Biomarin Pharmaceutical Inc.
+0.74%
+$2,011.05
IDEX Corporation logo
IEX IDEX Corporation
+0.73%
+$2,117.91
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
+0.73%
+$2,589.84
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.71%
+$3,390.8
PayPal Holdings Inc logo
PYPL PayPal Holdings Inc
+0.7%
+$2,350.45
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+0.68%
+$1,571.76
Roper Technologies Inc. logo
ROP Roper Technologies Inc.
+0.68%
+$1,927.79
Dimensional U.S. Core Equity 2 ETF logo
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$36,551.68
Schwab Fundamental Emerging Markets Large Company Index ETF logo
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$5,304.42
Dow Inc. logo
DOW Dow Inc.
+0.65%
+$1,694.88
Incyte Corporation logo
INCY Incyte Corporation
+0.65%
+$3,985.8
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+0.64%
+$2,153.73
JPMorgan Nasdaq Equity Premium Income ETF logo
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$52,079.35
SentinelOne Inc. logo
S SentinelOne Inc.
+0.61%
+$1,385.1
JetBlue Airways Corporation logo
JBLU JetBlue Airways Corporation
+0.6%
+$636.63
EnerSys logo
ENS EnerSys
+0.6%
+$1,715.19
Avantis International Equity ETF logo
AVDE Avantis International Equity ETF
+0.59%
+$4,399
Cummins Inc. logo
CMI Cummins Inc.
+0.59%
+$5,107.6
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$5,165.32
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
+0.58%
+$5,175.75
Global X S&P 500 Covered Call ETF logo
XYLD Global X S&P 500 Covered Call ETF
+0.57%
+$61,798.01
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$3,996.4
Global X Nasdaq 100 Covered Call ETF logo
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$58,022.4
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.55%
+$17,304.88
PIMCO RAFI Dynamic Multi-Factor International Equity ETF logo
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
+0.55%
+$3,882.4
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.55%
+$106,325.9
Honeywell International Inc. logo
HON Honeywell International Inc.
+0.54%
+$2,169.37
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.54%
+$67,506.64
Alphabet Inc logo
GOOGL Alphabet Inc
+0.53%
+$30,015.65
Dimensional U.S. Equity Market ETF logo
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$18,433.58
Genpact Ltd. logo
G Genpact Ltd.
+0.53%
+$946.57
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,578.75
Alphabet Inc logo
GOOG Alphabet Inc
+0.45%
+$69,460.8
Walmart Inc. logo
WMT Walmart Inc.
+0.45%
+$5,896.81
JPMorgan Equity Premium Income Fund logo
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$7,938.75
Ross Stores, Inc. logo
ROST Ross Stores, Inc.
+0.43%
+$3,884.16
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$1,090.8
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+0.4%
+$5,339.91
Ametek Inc. logo
AME Ametek Inc.
+0.4%
+$1,270.35
Dollar General Corporation logo
DG Dollar General Corporation
+0.4%
+$2,445.36
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$2,001.24
Schwab Fundamental International Large Company Index ETF logo
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$1,526.69
Eversource Energy logo
ES Eversource Energy
+0.38%
+$831.74
General Dynamics Corporation logo
GD General Dynamics Corporation
+0.38%
+$2,403.14
Procore Technologies Inc. logo
PCOR Procore Technologies Inc.
+0.38%
+$656.96
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+0.38%
+$2,918.7
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,062.72
Marsh & McLennan Companies, Inc. logo
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$1,221.12
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
+0.29%
+$764.64
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.28%
+$1,770.72
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+0.28%
+$20,293.7
TechnipFMC plc logo
FTI TechnipFMC plc
+0.27%
+$4,564.75
iMGP DBi Managed Futures Strategy ETF logo
DBMF iMGP DBi Managed Futures Strategy ETF
+0.24%
+$548.92
Nutanix, Inc. logo
NTNX Nutanix, Inc.
+0.2%
+$583
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
+0.18%
+$504
Ciena Corporation logo
CIEN Ciena Corporation
+0.17%
+$1,792.1
DexCom, Inc. logo
DXCM DexCom, Inc.
+0.16%
+$423
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.16%
+$8,829.12
Hasbro Inc. logo
HAS Hasbro Inc.
+0.15%
+$470.47
Gap Inc. logo
GAP Gap Inc.
+0.14%
+$261.87
SPDR Gold MiniShares Trust logo
GLDM SPDR Gold MiniShares Trust
+0.11%
+$1,409.22
Regeneron Pharmaceuticals, Inc. logo
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$1,099.61
United Therapeutics Corporation logo
UTHR United Therapeutics Corporation
+0.1%
+$263.2
Curtiss-Wright Corporation logo
CW Curtiss-Wright Corporation
+0.1%
+$472.79
Expedia Group, Inc. logo
EXPE Expedia Group, Inc.
+0.1%
+$376.51
Microsoft Corp. logo
MSFT Microsoft Corp.
+0.1%
+$2,263.54
Texas Roadhouse Inc. logo
TXRH Texas Roadhouse Inc.
+0.1%
+$284.48
FedEx Corporation logo
FDX FedEx Corporation
+0.09%
+$1,603.32
Sonoco Products Co. logo
SON Sonoco Products Co.
+0.08%
+$197.12
J.B. Hunt Transport Services, Inc. logo
JBHT J.B. Hunt Transport Services, Inc.
+0.08%
+$1,599.47
Chubb Limited logo
CB Chubb Limited
+0.06%
+$953.28
SPDR Gold Shares logo
GLD SPDR Gold Shares
+0.06%
+$659.78
Biogen Inc. logo
BIIB Biogen Inc.
+0.04%
+$252.07
Simplify Treasury Option Income ETF logo
BUCK Simplify Treasury Option Income ETF
+0.04%
+$478.86
Aon plc logo
AON Aon plc
+0.04%
+$124.03
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+0.04%
+$301.84
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$155.64
Janus Henderson Group plc logo
JHG Janus Henderson Group plc
+0.02%
+$85.11
logo
AMC
0%
$0
The Bank of New York Mellon Corporation logo
BK The Bank of New York Mellon Corporation
0%
$0
CCC Intelligent Solutions Holdings Inc. logo
CCC CCC Intelligent Solutions Holdings Inc.
0%
$0
CNH Industrial N.V. logo
CNHI CNH Industrial N.V.
0%
$0
logo
LEN
0%
$0
Masimo Corporation logo
MASI Masimo Corporation
0%
$0
Microvision Inc. logo
MVIS Microvision Inc.
0%
$0
logo
SNOW
0%
$0
Gossamer Bio Inc. logo
GOSS Gossamer Bio Inc.
-8.47%
-$177.59
Stitch Fix Inc. logo
SFIX Stitch Fix Inc.
-8.45%
-$3,820.16
Circle Internet Group, Inc. logo
CRCL Circle Internet Group, Inc.
-5.8%
-$13,306.62
Figma Inc. Class A Common Stock logo
FIG Figma Inc. Class A Common Stock
-4.21%
-$110,681.07
Blaize Holdings Inc. logo
BZAI Blaize Holdings Inc.
-3.57%
-$1,603.74
Blend Labs Inc. logo
BLND Blend Labs Inc.
-3.43%
-$1,436.04
MongoDB Inc. logo
MDB MongoDB Inc.
-3.28%
-$9,508.6
Beyond Meat Inc. logo
BYND Beyond Meat Inc.
-3.27%
-$514.99
NATERA INC (Common Stock) – ticker 45E logo
NTRA NATERA INC (Common Stock) – ticker 45E
-3.27%
-$19,783.06
Illumina, Inc. logo
ILMN Illumina, Inc.
-3.15%
-$19,707.68
Rackspace Technology, Inc. logo
RXT Rackspace Technology, Inc.
-2.86%
-$1,919.84
lululemon athletica inc. logo
LULU lululemon athletica inc.
-2.52%
-$5,894.4
Getty Images Holdings, Inc. logo
GETY Getty Images Holdings, Inc.
-2.5%
-$391.7
Eli Lilly and Company logo
LLY Eli Lilly and Company
-2.41%
-$16,658.17
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
-2.36%
-$17,304.01
Sprouts Farmers Market, Inc. logo
SFM Sprouts Farmers Market, Inc.
-2.03%
-$4,904.6
Shopify Inc. logo
SHOP Shopify Inc.
-2.02%
-$3,764.24
Neurocrine Biosciences Inc. logo
NBIX Neurocrine Biosciences Inc.
-1.81%
-$7,451.75
Peloton Interactive, Inc. logo
PTON Peloton Interactive, Inc.
-1.77%
-$2,042.7
Five Below, Inc. logo
FIVE Five Below, Inc.
-1.72%
-$8,717.37
Medpace Holdings Inc. logo
MEDP Medpace Holdings Inc.
-1.63%
-$5,983.03
The Toro Company logo
TTC The Toro Company
-1.59%
-$4,432.05
Trex Company, Inc. logo
TREX Trex Company, Inc.
-1.53%
-$3,993.75
Apple Inc. logo
AAPL Apple Inc.
-1.52%
-$90,369
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
-1.52%
-$12,408.06
Repay Holdings Corporation logo
RPAY Repay Holdings Corporation
-1.46%
-$595.2
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-1.43%
-$62,073.82
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-1.42%
-$31,742.67
Eightco Holdings Inc. logo
ORBS Eightco Holdings Inc.
-1.35%
-$370.02
Veeva Systems Inc. logo
VEEV Veeva Systems Inc.
-1.24%
-$3,819.02
Amazon.com Inc logo
AMZN Amazon.com Inc
-1.23%
-$27,868.31
Simplify Managed Futures Strategy ETF logo
CTA Simplify Managed Futures Strategy ETF
-1.22%
-$2,705.5
Service Properties Trust logo
SVC Service Properties Trust
-1.22%
-$302.98
Caci International Inc. logo
CACI Caci International Inc.
-1.15%
-$2,991.92
Burlington Stores Inc. logo
BURL Burlington Stores Inc.
-1.15%
-$4,068.95
Netflix, Inc. logo
NFLX Netflix, Inc.
-1.14%
-$3,233.61
New York Times Co. logo
NYT New York Times Co.
-1.1%
-$6,345.98
Huntington Ingalls Industries Inc. logo
HII Huntington Ingalls Industries Inc.
-1.09%
-$5,572.11
Copart Inc. logo
CPRT Copart Inc.
-1%
-$2,263.61
Viking Holdings Ltd logo
VIK Viking Holdings Ltd
-1%
-$4,238.01
Textron Inc. logo
TXT Textron Inc.
-0.99%
-$3,883.68
iShares U.S. Aerospace & Defense ETF logo
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$2,272.5
International Business Machines Corporation logo
IBM International Business Machines Corporation
-0.95%
-$3,701.01
Align Technology, Inc. logo
ALGN Align Technology, Inc.
-0.95%
-$2,104.19
Broadcom Inc. logo
AVGO Broadcom Inc.
-0.91%
-$15,816.51
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
-0.9%
-$6,537.91
Atlassian Corporation Class A logo
TEAM Atlassian Corporation Class A
-0.76%
-$3,716.2
Becton, Dickinson and Company logo
BDX Becton, Dickinson and Company
-0.75%
-$2,847.15
Bright Horizons Family Solutions Inc. logo
BFAM Bright Horizons Family Solutions Inc.
-0.7%
-$1,227.74
Exelixis Inc. logo
EXEL Exelixis Inc.
-0.69%
-$2,834.57
Kosmos Energy Ltd. logo
KOS Kosmos Energy Ltd.
-0.69%
-$220.38
RBC Bearings Incorporated logo
RBC RBC Bearings Incorporated
-0.63%
-$2,112.47
CarMax Inc. logo
KMX CarMax Inc.
-0.6%
-$1,982.76
Boston Scientific Corporation logo
BSX Boston Scientific Corporation
-0.55%
-$977.34
ATI Inc. logo
ATI ATI Inc.
-0.51%
-$2,519.4
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
-0.51%
-$2,324.31
Dover Corporation logo
DOV Dover Corporation
-0.5%
-$3,966.64
Aramark logo
ARMK Aramark
-0.48%
-$2,720.64
Deckers Outdoor Corporation logo
DECK Deckers Outdoor Corporation
-0.47%
-$2,380.86
BorgWarner Inc. logo
BWA BorgWarner Inc.
-0.45%
-$4,355.74
Gartner Inc. logo
IT Gartner Inc.
-0.43%
-$1,198.08
Codexis Inc. logo
CDXS Codexis Inc.
-0.41%
-$105.8
Blue Owl Capital Inc. logo
OWL Blue Owl Capital Inc.
-0.41%
-$706.76
Halliburton Company logo
HAL Halliburton Company
-0.4%
-$1,489.12
Danaher Corporation logo
DHR Danaher Corporation
-0.38%
-$1,620.76
Woodward Inc. logo
WWD Woodward Inc.
-0.35%
-$1,059.42
Salesforce Inc logo
CRM Salesforce Inc
-0.34%
-$1,821.68
Alcoa Corporation logo
AA Alcoa Corporation
-0.3%
-$1,532.16
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.26%
-$1,851.66
Medical Properties Trust, Inc. logo
MPT Medical Properties Trust, Inc.
-0.2%
-$202.88
Alpha Architect Tail Risk ETF logo
CAOS Alpha Architect Tail Risk ETF
-0.13%
-$466.56
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$302.4
Dimensional Core Fixed Income ETF logo
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$195.4
Intuit Inc. logo
INTU Intuit Inc.
-0.07%
-$179.09
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Dividends

Dividend Analysis

Yearly
$
Trades
1191
Longs Won
593/1191 49%
Profit Factor
3.33
Profitability
Shorts Won
0/0 0%
Standard Deviation
$373,621.38
Average Win
$139,338.62
Best Trade
(Jun 14) $8.84M
Sharpe Ratio
-6.43
Average Loss
-$41,544.98
Worst Trade
(Jun 14) -$2.56M
Z-Score
2.9 (99.63%)
Commissions
$0
Avg. Trade Length
9m 2w 4d
Expectancy
$48,517.09
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 6,452 5,806 5,161 4,516 3,871 3,226 2,581 1,935 1,290 645
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