MC
mike Chen Portfolio
Invests via Byrne Asset Management LLC | Managed by Tom Byrne, Art Ernst, Mike Chen, Brian Arena, Brendan Byrne
Invests via Byrne Asset Management LLC
Managed by Tom Byrne, Art Ernst, Mike Chen, Brian Arena, Brendan Byrne
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mike Chen Profile
Mike Chen is a seasoned technology entrepreneur and investor with deep expertise in software development and startup ecosystems. Over the past decade, he has successfully founded multiple tech companies that have achieved significant market traction, focusing on innovative solutions in artificial intelligence and cloud computing. His leadership capabilities extend to mentoring early-stage startups and guiding them through growth phases, often leveraging his extensive network within the venture capital community. Notably active in various investment rounds, Chen's contributions not only foster entrepreneurship but also drive technological advancements across industries.
Mike Chen is a seasoned technology entrepreneur and investor with deep expertise in software development and startup ecosystems. Over the past decade, he has successfully founded multiple tech companies that have achieved significant market traction, focusing on innovative solutions in artificial intelligence and cloud computing. His leadership capabilities extend to mentoring early-stage startups and guiding them through growth phases, often leveraging his extensive network within the venture capital community. Notably active in various investment rounds, Chen's contributions not only foster entrepreneurship but also drive technological advancements across industries.
Investment Philosophy & Strategy
Innovation in technology shapes Mike Chen's investment perspective. Drawing from extensive experience as a founder, he prioritizes emerging companies that harness disruptive advancements, particularly in artificial intelligence and cloud computing. His approach involves identifying ventures with robust business models poised for rapid scalability, enabling them to capture significant market share. With a focus on mentorship and collaboration within the startup ecosystem, fostering entrepreneurship remains central to his strategy. This ethos not only fuels growth but also amplifies technological progress across diverse sectors.
Innovation in technology shapes Mike Chen's investment perspective. Drawing from extensive experience as a founder, he prioritizes emerging companies that harness disruptive advancements, particularly in artificial intelligence and cloud computing. His approach involves identifying ventures with robust business models poised for rapid scalability, enabling them to capture significant market share. With a focus on mentorship and collaboration within the startup ecosystem, fostering entrepreneurship remains central to his strategy. This ethos not only fuels growth but also amplifies technological progress across diverse sectors.
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:
35.67%
Gain +1.7%
Monthly
0.3%
Yearly
3.71%
Drawdown
19.4%
$190.2M
Equity
Holdings
$190.2M
Investment
$143.03M
$39.57M
Profit +$3.86M
Realized
-$7.6M
Unrealized
$47.17M
Dividends
$10.17M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.7%
Profit
$3.86M
Win %
68%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$1.91M
Win %
68%
This Month
Compared to last month
Gain
-2.79%
Profit
-$5.46M
Win %
68%
This Year
Compared to last year
Gain
3.22%
Profit
$5.94M
Win %
68%
VELO Velo3D, Inc.
+35.21%
+$137,980.8 
SNDK SanDisk Corporation
+14.53%
+$156,862.03 
KLAC KLA Corporation
+13.5%
+$30,569.35 
LRCX Lam Research Corporation
+12.83%
+$30,134.41 
BKSY BlackSky Technology Inc.
+12.77%
+$2,436 
ASTS AST SpaceMobile, Inc.
+11.65%
+$4,070 
ESLT Elbit Systems Ltd.
+11.51%
+$31,590.5 
AMAT Applied Materials, Inc.
+11.39%
+$515,242 
MU Micron Technology, Inc.
+11.38%
+$175,789.34 
RCAT Red Cat Holdings, Inc.
+10.37%
+$24,973 
CLF Cleveland-Cliffs Inc.
+10.11%
+$12,010.35 
CRVO CervoMed Inc.
+9.78%
+$3,234 
ASML ASML Holding N.V. New York Registry Shares
+9.71%
+$131,645.79 
INTC Intel Corporation
+9.42%
+$26,591.04 
IRDM Iridium Communications Inc.
+9.41%
+$686.4 
UAL United Airlines Holdings, Inc.
+9.4%
+$483 
EXTR Extreme Networks, Inc.
+9.2%
+$37,793.1 
FSLR First Solar, Inc.
+8.86%
+$14,572.8 
SMCI Super Micro Computer Inc
+8.59%
+$377.25 
JHX James Hardie Industries plc
+8.38%
+$553.5 
SKYX Skyx Platforms Corp
+8.35%
+$7,804.8 
SAVA Cassava Sciences Inc.
+8.33%
+$4.4 
TREX Trex Company, Inc.
+8.3%
+$14,895.8 
CCL Carnival Corporation Ltd.
+8.14%
+$1,068.08 
AMD Advanced Micro Devices, Inc.
+8.09%
+$432,521.92 
HOV Hovnanian Enterprises Inc.
+7.56%
+$8,803.6 
BNED Barnes & Noble Education Inc.
+7.5%
+$3.24 
FIX Comfort Systems USA, Inc.
+7.36%
+$12,653 
LSCC Lattice Semiconductor Corporation
+7.28%
+$1,446 
M Macy's Inc.
+7.25%
+$3,780 
MHK Mohawk Industries, Inc.
+7.25%
+$523.98 
RKT Rocket Companies, Inc. Class A
+7.18%
+$4,966.2 
DAL Delta Air Lines, Inc.
+7.1%
+$2,715 
SHAK Shake Shack Inc.
+6.99%
+$1,447.8 
SIG Signet Jewelers Ltd.
+6.91%
+$2,227.5 
LUV Southwest Airlines Co.
+6.88%
+$1,425 
CRWD CrowdStrike Holdings, Inc.
+6.81%
+$1,897.59 
MTZ MasTec, Inc. Common Stock
+6.71%
+$675.9 
FCX Freeport-McMoRan Inc.
+6.6%
+$82,114.8 
FFTY Innovator IBD 50 ETF
+6.57%
+$382.5 
HON Honeywell International Inc.
+6.56%
+$3,307.5 
HL Hecla Mining Company
+6.48%
+$11,711.7 
QCOM QUALCOMM Incorporated
+6.42%
+$81,895.32 
FLR Fluor Corporation
+6.32%
+$7,918 
RGTI Rigetti Computing Inc
+6.27%
+$408.7 
CLS Celestica Inc.
+6.26%
+$7,908.3 
SBGSY Schneider Electric SE - Unsponsored ADR
+6.26%
+$645.54 
PANW Palo Alto Networks, Inc.
+6.18%
+$4,165.12 
AUTL Autolus Therapeutics plc American Depositary Receipt
+6.08%
+$9 
UAMY United States Antimony Corporation
+6.05%
+$9,163.2 
SKY Skyline Champion Corporation
+6.04%
+$9,524.92 
MCHP Microchip Technology Incorporated
+6.03%
+$3,975 
FDX FedEx Corporation
+5.87%
+$2,809.5 
WHR Whirlpool Corporation
+5.86%
+$17,143.25 
AGX Argan Inc.
+5.82%
+$5,650.42 
BA Boeing Company
+5.81%
+$53,182.96 
DELL Dell Technologies Inc.
+5.8%
+$2,383.17 
SLV iShares Silver Trust
+5.66%
+$522.4 
LEN-B Lennar Corporation
+5.66%
+$72,288.65 
AA Alcoa Corporation
+5.61%
+$1,453.6 
RIVN Rivian Automotive, Inc.
+5.52%
+$4.89 
TXN Texas Instruments Inc
+5.51%
+$8,272.6 
FUN Six Flags Entertainment Corporation
+5.49%
+$9,090.66 
NWPX NWPX Infrastructure, Inc.
+5.45%
+$27,960.64 
FUBO FuboTV Inc.
+5.36%
+$1,891.65 
LIT GLOBAL X LITHIUM & BATTERY T
+5.34%
+$61.35 
CXDO Crexendo, Inc.
+5.33%
+$5,446.4 
GD General Dynamics Corporation
+5.33%
+$327.06 
TOL Toll Brothers Inc
+5.28%
+$125,345.35 
B BARRICK MINING CORP Common Stock (ABR0)
+5.27%
+$18,610.2 
UAA Under Armour Inc.
+5.26%
+$632.1 
SKYW SkyWest Inc.
+5.22%
+$534 
GLW Corning Incorporated
+5.18%
+$184,558.8 
SSTK Shutterstock Inc.
+5.18%
+$4,615 
THC Tenet Healthcare Corporation
+5.17%
+$1,063.75 
PAAS Pan American Silver Corp.
+5.09%
+$20,790 
UPS United Parcel Service, Inc.
+5.08%
+$1,244.25 
AMGN Amgen Inc.
+4.97%
+$16,583.58 
CRH CRH plc
+4.96%
+$56,628.32 
VIK Viking Holdings Ltd
+4.91%
+$4,600.4 
NXDR Nextdoor Holdings, Inc.
+4.88%
+$12,960 
SOFI SoFi Technologies, Inc.
+4.82%
+$6.88 
NX Quanex Building Products Corporation
+4.79%
+$8,778 
LWAY Lifeway Foods Inc.
+4.78%
+$9,683.16 
ITEQ Amplify BlueStar Israel Technology ETF
+4.74%
+$45.08 
RYCEY Rolls-Royce Holdings plc
+4.73%
+$97.5 
CAT Caterpillar Inc.
+4.73%
+$157,713.08 
DHI D.R. Horton, Inc.
+4.69%
+$68.8 
IXN iShares Global Tech ETF
+4.68%
+$473.1 
GEV GE Vernova Inc.
+4.6%
+$52,894.22 
GPN Global Payments Inc.
+4.59%
+$200.9 
GLNCY Glencore plc
+4.59%
+$137.04 
TSLA Tesla, Inc.
+4.56%
+$730.38 
BDRBF Bombardier Inc.
+4.5%
+$614.88 
RIO Rio Tinto Plc Sponsored ADR
+4.5%
+$178.4 
ICLN iShares Global Clean Energy ETF
+4.46%
+$181.43 
LMT Lockheed Martin Corporation
+4.4%
+$5,818.68 
EME EMCOR Group, Inc.
+4.36%
+$101.61 
NKE Nike, Inc. - Class B
+4.36%
+$191.5 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.21%
+$171.9 
PHM PulteGroup Inc.
+4.19%
+$744 
GE General Electric Company
+4.17%
+$81,751.68 
SYF Synchrony Financial
+4.1%
+$513 
LVMUY LVMH Moët Hennessy Louis Vuitton SE
+4.07%
+$114.25 
STLD Steel Dynamics Inc.
+4.05%
+$978.3 
DG Dollar General Corporation
+3.98%
+$1,750 
KBH KB Home
+3.95%
+$4,799.8 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
+3.94%
+$576.18 
HII Huntington Ingalls Industries Inc.
+3.92%
+$55,569.88 
GXO GXO Logistics Inc.
+3.89%
+$130.2 
ANGX Angel Studios, Inc.
+3.87%
+$2,442 
XLK State Street Technology Select Sector SPDR ETF
+3.82%
+$35,452.4 
GRBK Green Brick Partners Inc.
+3.79%
+$11,257.2 
DD DuPont de Nemours Inc.
+3.77%
+$486.2 
SSD Simpson Manufacturing Co., Inc.
+3.77%
+$1,580.62 
GILD Gilead Sciences Inc.
+3.77%
+$11,724.8 
IR Ingersoll Rand Inc.
+3.76%
+$79.5 
GPC Genuine Parts Company
+3.66%
+$18,270 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.65%
+$251.5 
TDY Teledyne Technologies Incorporated
+3.62%
+$8,982.76 
ELDN Eledon Pharmaceuticals Inc.
+3.61%
+$0.12 
SBUX Starbucks Corporation
+3.58%
+$2,350.78 
TIGO Millicom International Cellular S.A.
+3.54%
+$4,721.04 
DKS Dick's Sporting Goods, Inc.
+3.51%
+$7,980.35 
PFGC Performance Food Group Co.
+3.5%
+$353 
EUFN iShares MSCI Europe Financials ETF
+3.46%
+$445.89 
IXUS iShares Core International Stock ETF
+3.39%
+$46,024.65 
VGT Vanguard Information Technology ETF
+3.37%
+$3,054.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.34%
+$57.96 
GSK GSK plc Sponsored ADR
+3.32%
+$95.2 
ING ING Groep N.V. Sponsored ADR
+3.31%
+$243.2 
HESAY Hermes International SCA Unsponsored ADR
+3.27%
+$314.67 
VEOEY Veolia Environnement S.A. ADR
+3.25%
+$391.2 
EWJ iShares MSCI Japan ETF
+3.25%
+$7,250.88 
XLI Industrial Select Sector SPDR Fund
+3.23%
+$8,000.8 
GS The Goldman Sachs Group, Inc.
+3.23%
+$8,467.85 
XLB Materials Select Sector SPDR Fund
+3.22%
+$2,068.72 
CSIQ Canadian Solar Inc.
+3.21%
+$21,908.88 
GLD SPDR Gold Shares
+3.21%
+$56,795.7 
XBI SPDR S&P Biotech ETF
+3.12%
+$21,730.97 
ARKK ARK Innovation ETF Fund
+3.11%
+$562.96 
JEF Jefferies Financial Group Inc.
+3.09%
+$850.25 
COLM Columbia Sportswear Company
+3.08%
+$99.25 
XRT SPDR S&P Retail ETF
+3.06%
+$560.08 
IWM iShares Russell 2000 ETF
+3%
+$10,164.01 
BIIB Biogen Inc.
+3%
+$174.9 
NLY Annaly Capital Management, Inc.
+2.92%
+$378.12 
LHX L3Harris Technologies, Inc.
+2.89%
+$560.9 
EBAY eBay Inc.
+2.86%
+$364.8 
BYND Beyond Meat Inc.
+2.83%
+$0.08 
TIMB TIM S.A. Sponsored ADR
+2.83%
+$381.25 
GRMN Garmin Ltd.
+2.81%
+$487.5 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+2.8%
+$526.4 
IBB iShares Biotechnology ETF
+2.79%
+$8,394.19 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+2.79%
+$1,888.25 
MS Morgan Stanley
+2.79%
+$1,635.84 
TXT Textron Inc.
+2.74%
+$3,932.5 
MAR Marriott International Inc. - Class A
+2.73%
+$264 
NVO Novo Nordisk A/S Sponsored ADR
+2.67%
+$4,124.29 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.67%
+$253.92 
NACP Impact Shares NAACP Minority Empowerment ETF
+2.67%
+$129.82 
PRMB Primo Brands Corp. Common Stock
+2.67%
+$3,794.2 
IBN ICICI Bank Limited Sponsored ADR
+2.58%
+$379.5 
EXPE Expedia Group, Inc.
+2.55%
+$279 
NRG NRG Energy, Inc.
+2.53%
+$35,489.8 
VB Vanguard Small-Cap ETF
+2.48%
+$1,217.52 
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$228.12 
MANU Manchester United plc
+2.47%
+$56.5 
HDB HDFC Bank Limited ADR
+2.46%
+$427.5 
COF Capital One Financial Corporation
+2.45%
+$317.55 
FNDA Schwab Fundamental U.S. Small Company ETF
+2.45%
+$26.4 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.44%
+$6,786.5 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$162 
LYFT Lyft Inc.
+2.43%
+$14,860.62 
HD The Home Depot, Inc.
+2.42%
+$35,155.53 
SQNS Sequans Communications S.A. - ADR
+2.41%
+$1,608.08 
BMY Bristol-Myers Squibb Company
+2.41%
+$3,053.86 
CSCO Cisco Systems, Inc.
+2.4%
+$64,407.15 
CMG Chipotle Mexican Grill, Inc.
+2.38%
+$525.62 
TDUP ThredUp Inc.
+2.38%
+$12,650 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$5,932.1 
LLY Eli Lilly and Company
+2.37%
+$12,320.72 
LW Lamb Weston Holdings, Inc.
+2.36%
+$3,666 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$40,897.02 
ARMK Aramark
+2.33%
+$161.2 
NVDA NVIDIA Corporation
+2.32%
+$158,598.88 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.32%
+$23.76 
RGS Regis Corporation
+2.29%
+$3,541.44 
PFE Pfizer Inc.
+2.29%
+$17,871.75 
TWI Titan International Inc.
+2.28%
+$2,691.15 
LOW Lowe's Companies Inc.
+2.25%
+$5,263.38 
TPG TPG Inc.
+2.24%
+$374 
BYRN Byrna Technologies Inc.
+2.23%
+$882 
CVS CVS Health Corporation
+2.23%
+$27,893.75 
ROAD Construction Partners, Inc. Class A Common Stock
+2.22%
+$694.5 
FMDE Fidelity Enhanced Mid Cap ETF
+2.2%
+$3,697.87 
DASH DoorDash, Inc.
+2.19%
+$215.15 
HPE Hewlett Packard Enterprise Company
+2.19%
+$199 
MLM Martin Marietta Materials, Inc.
+2.17%
+$6,852.56 
HNRG Hallador Energy Company
+2.02%
+$2,518.4 
AMKBY A.P. Moller-Maersk A/S Unsponsored ADR
+1.93%
+$2.97 
DIS The Walt Disney Company
+1.92%
+$32,091.83 
VUG Vanguard Growth ETF
+1.88%
+$584.04 
LULU lululemon athletica inc.
+1.86%
+$4,709.09 
VO Vanguard Mid-Cap ETF
+1.85%
+$4,075.4 
EXEL Exelixis Inc.
+1.77%
+$223.2 
TEI Templeton Emerging Markets Income Fund
+1.75%
+$22 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.75%
+$4,280.71 
IVV iShares Core S&P 500 ETF
+1.74%
+$4,295.99 
AXP American Express Company
+1.74%
+$20,556.9 
TM Toyota Motor Corporation
+1.73%
+$44.55 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.71%
+$28.4 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$1,289.6 
HTZ Hertz Global Holdings, Inc.
+1.71%
+$42.5 
VOO Vanguard S&P 500 ETF
+1.7%
+$37,238.12 
LKNCY Luckin Coffee Inc - ADR
+1.68%
+$71.4 
VTV Vanguard Value ETF
+1.68%
+$801 
IWF iShares Russell 1000 Growth ETF
+1.67%
+$472 
BX Blackstone Inc.
+1.66%
+$15,499.96 
IRM Iron Mountain Inc.
+1.66%
+$820 
FAX Abrdn Asia-Pacific Income Fund Inc
+1.66%
+$117.5 
BATRK Atlanta Braves Holdings, Inc.
+1.64%
+$2,724.06 
GM General Motors Company
+1.62%
+$116.1 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
+1.62%
+$184.95 
REGN Regeneron Pharmaceuticals, Inc.
+1.6%
+$220.8 
AWI Armstrong World Industries, Inc.
+1.59%
+$193.6 
OEF iShares S&P 100 ETF
+1.59%
+$1,678.55 
RMNI Rimini Street Inc.
+1.58%
+$4,316 
IWY iShares Russell Top 200 Growth ETF
+1.53%
+$86 
CVLT Commvault Systems Inc.
+1.49%
+$1,679.26 
BTBT Bit Digital, Inc.
+1.47%
+$1,860 
VIPS Vipshop Holdings Ltd - ADR
+1.46%
+$160 
MRK Merck & Co., Inc.
+1.45%
+$5,401.07 
ARCT Arcturus Therapeutics Holdings Inc.
+1.45%
+$1,805 
BRBR BellRing Brands Inc.
+1.45%
+$645 
TSCO Tractor Supply Company
+1.45%
+$89 
NSRGY Nestle S.A. Sponsored ADR
+1.44%
+$307.45 
FINV FinVolution Group
+1.43%
+$161 
JPM JPMorgan Chase & Co.
+1.43%
+$45,300.92 
DE Deere & Company
+1.42%
+$19,808.98 
VIRC Virco Mfg. Corporation
+1.41%
+$0.17 
AMZN Amazon.com Inc
+1.4%
+$84,204.74 
USB U.S. Bancorp
+1.4%
+$3,553.65 
INO Inovio Pharmaceuticals, Inc.
+1.38%
+$0.06 
AAPL Apple Inc.
+1.36%
+$125,095.38 
HUM Humana Inc.
+1.29%
+$141.6 
UBER Uber Technologies, Inc.
+1.25%
+$439.46 
GEHC GE HealthCare Technologies Inc.
+1.25%
+$13,817.9 
ABNB Airbnb, Inc.
+1.24%
+$339.2 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$438.54 
BAX Baxter International Inc.
+1.18%
+$74.4 
FSLY Fastly, Inc.
+1.18%
+$2,558.6 
FULT Fulton Financial Corporation
+1.17%
+$2,538.7 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.15%
+$66 
OII Oceaneering International, Inc.
+1.12%
+$275 
PYPL PayPal Holdings Inc
+1.12%
+$5,990.07 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.1%
+$116.82 
IBM International Business Machines Corporation
+1.09%
+$22,657.02 
QFIN Qifu Technology, Inc. American Depositary Shares
+1.08%
+$105.6 
BTU Peabody Energy Corporation
+1.07%
+$1,895.88 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+1.05%
+$182.5 
MNST Monster Beverage Corporation
+1.05%
+$95.5 
HLX Helix Energy Solutions Group, Inc.
+1.04%
+$20 
CRL Charles River Laboratories International, Inc.
+1.01%
+$122.53 
BAC Bank of America Corporation
+1.01%
+$3,608.55 
INDA ISHARES MSCI INDIA ETF
+1%
+$47.5 
XLC Communication Services Select Sector SPDR Fund
+1%
+$2,799.41 
SRVR Pacer Data & Infrastructure Real Estate ETF
+1%
+$21.45 
RGR Sturm, Ruger & Company, Inc.
+0.99%
+$1,623.16 
FBP First BanCorp Puerto Rico
+0.97%
+$240 
KRE SPDR S&P Regional Banking ETF
+0.96%
+$8,816.64 
ZION Zions Bancorporation, National Association
+0.96%
+$1,780.23 
CALM Cal-Maine Foods Inc.
+0.95%
+$1,759.9 
MMM 3M Company
+0.94%
+$1,647.86 
HCA HCA Healthcare Inc.
+0.93%
+$1,388.52 
MCD McDonald's Corporation
+0.93%
+$3,048.18 
OTEX Open Text Corporation
+0.92%
+$726.4 
TME Tencent Music Entertainment Group
+0.92%
+$68 
XLV Health Care Select Sector SPDR Fund
+0.91%
+$2,463.06 
FRT Federal Realty Investment Trust
+0.91%
+$112 
MUSA Murphy USA Inc.
+0.9%
+$551 
BBP Virtus LifeSci Biotech Products ETF
+0.89%
+$112.32 
RYN Rayonier Inc.
+0.85%
+$54.95 
CPAY Corpay, Inc.
+0.82%
+$358.75 
CTA-PA EIDP, Inc.
+0.81%
+$20.64 
PFF iShares Preferred and Income Securities ETF
+0.8%
+$104.12 
OCFC OceanFirst Financial Corp.
+0.79%
+$1,251.35 
CAG Conagra Brands Inc.
+0.79%
+$52.5 
HE Hawaiian Electric Industries Inc.
+0.77%
+$1,278 
FAST Fastenal Co.
+0.76%
+$112 
SRE Sempra
+0.76%
+$4,843.81 
PSA Public Storage Common Stock
+0.76%
+$678.65 
APD Air Products and Chemicals, Inc.
+0.74%
+$902.28 
URI United Rentals, Inc.
+0.73%
+$69.12 
XLF Financial Select Sector SPDR Fund
+0.72%
+$1,917.37 
QSR Restaurant Brands International Inc.
+0.71%
+$925.6 
WY Weyerhaeuser Company
+0.7%
+$38.25 
BLK BlackRock, Inc.
+0.7%
+$12,377.9 
DVY iShares Select Dividend ETF
+0.64%
+$315 
EXR Extra Space Storage Inc.
+0.63%
+$47 
TMUS T-Mobile US, Inc.
+0.63%
+$306.39 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
+0.62%
+$15.5 
MS-PL Morgan Stanley
+0.61%
+$48 
RDDT Reddit Inc Class A
+0.59%
+$34.85 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$21.16 
PCG PG&E Corporation
+0.57%
+$313.5 
AGM Federal Agricultural Mortgage Corporation
+0.56%
+$996.73 
NCMI National CineMedia, Inc.
+0.56%
+$1,061.2 
BTI British American Tobacco p.l.c. ADR
+0.56%
+$136 
UNP Union Pacific Corporation
+0.53%
+$824.85 
LCII LCI Industries Inc.
+0.52%
+$23.5 
ABT Abbott Laboratories
+0.49%
+$5,552.8 
EQIX Equinix, Inc.
+0.49%
+$214.2 
WFC Wells Fargo & Company
+0.48%
+$226.73 
NSC Norfolk Southern Corporation
+0.47%
+$36.25 
PLTR Palantir Technologies Inc.
+0.47%
+$459.93 
NTRSO Northern Trust Corporation 4.70% Non-Cumulative Perpetual Preferred Stock, Series E
+0.43%
+$32 
STZ Constellation Brands, Inc.
+0.41%
+$1,424.26 
BEP Brookfield Renewable Partners L.P.
+0.4%
+$14 
FXI iShares China Large-Cap ETF
+0.39%
+$2,409.34 
TENB Tenable Holdings Inc.
+0.37%
+$638.4 
VZ Verizon Communications Inc.
+0.36%
+$1,372.41 
PSA-PL Public Storage
+0.36%
+$65 
PFS Provident Financial Services Inc.
+0.35%
+$672.8 
VVR Invesco Senior Income Trust
+0.33%
+$2,967.8 
IDXX IDEXX Laboratories, Inc.
+0.33%
+$7.32 
PEG Public Service Enterprise Group Incorporated
+0.32%
+$763.75 
ZTS Zoetis Inc.
+0.31%
+$97.5 
AIG American International Group Inc.
+0.29%
+$3,936.46 
AES AES Corporation
+0.24%
+$66.5 
ISRG Intuitive Surgical, Inc.
+0.21%
+$107.36 
D Dominion Energy, Inc.
+0.2%
+$91.12 
XFLT XAI Octagon Floating Rate & Alternative Income Trust
+0.2%
+$7 
KVUE Kenvue Inc.
+0.19%
+$1,890.19 
VPU Vanguard Utilities ETF
+0.19%
+$1.85 
NTES NetEase, Inc. American Depositary Receipt
+0.18%
+$50.6 
ENB Enbridge Inc.
+0.18%
+$110 
WPC W. P. Carey Inc.
+0.17%
+$20.8 
XLU Utilities Select Sector SPDR Fund
+0.17%
+$90.3 
EVV Eaton Vance Limited Duration Income Fund
+0.16%
+$71.25 
JOE The St. Joe Company
+0.14%
+$924.84 
MNSO Miniso Group Holding Ltd.
+0.11%
+$10.12 
ABBV AbbVie Inc.
+0.11%
+$464.25 
BGT BlackRock Floating Rate Income Trust
+0.09%
+$950 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
+0.09%
+$952.5 
JNJ Johnson & Johnson
+0.09%
+$3,974.9 
LDOS Leidos Holdings Inc.
+0.07%
+$13.5 
GIS General Mills, Inc.
+0.06%
+$8.5 
MDT Medtronic plc
+0.05%
+$44.2 
KMB Kimberly-Clark Corporation
+0.05%
+$36.35 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$19.65 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$8.1 
08344M101
0%
$0 
1338PS
0%
$0 
74762E110
0%
$0 
87252P106
0%
$0 
87612E110
0%
$0 
883380107
0%
$0 
ACMR
0%
$0 
ADPT
0%
$0 
AGNC
0%
$0 
ALAB
0%
$0 
ANET
0%
$0 
APO
0%
$0 
ARES
0%
$0 
ASGN
0%
$0 
AVGO
0%
$0 
AYWWF
0%
$0 
AZN
0%
$0 
BN
0%
$0 
CB
0%
$0 
CGW
0%
$0 
CHRD
0%
$0 
CNF
0%
$0 
COIN
0%
$0 
CPRI
0%
$0 
CTRI
0%
$0 
CXW
0%
$0 
DMB
0%
$0 
EPR
0%
$0 
EQT
0%
$0 
ESGOF Enstar Group Limited
0%
$0 
ET
0%
$0 
EU
0%
$0 
FOUR
0%
$0 
FOX
0%
$0 
FUTU
0%
$0 
GL
0%
$0 
GOOG
0%
$0 
GOOGL
0%
$0 
HACK
0%
$0 
HMLPF
0%
$0 
HPQ
0%
$0 
HTHT
0%
$0 
ITRM
0%
$0 
LEN
0%
$0 
LION
0%
$0 
MIR
0%
$0 
MRNA
0%
$0 
MRP
0%
$0 
PALS Mopals.com, Inc.
0%
$0 
PAVM
0%
$0 
PCLN
0%
$0 
PD
0%
$0 
PDD
0%
$0 
PGF
0%
$0 
PHO
0%
$0 
PINS
0%
$0 
PKI PerkinElmer, Inc.
0%
$0 
PRSU
0%
$0 
QQQ
0%
$0 
REVG Rev Group Inc.
0%
$0 
RNA
0%
$0 
RSP
0%
$0 
RTX
0%
$0 
SALM Salem Media Group Inc.
0%
$0 
SE
0%
$0 
SOLS Sollensys Corp
0%
$0 
SPOT
0%
$0 
STRZ
0%
$0 
SYMSQ
0%
$0 
TCOM
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
TRUE TrueCar Inc.
0%
$0 
TTE
0%
$0 
VICI
0%
$0 
VIV
0%
$0 
VTS
0%
$0 
WBD
0%
$0 
WEST
0%
$0 
ORCL Oracle Corporation
-8.46%
-$89,399.63 
FNMFO Fannie Mae 5.375% Perpetual Preferred Stock
-7.5%
-$1.5M 
ADBE Adobe Inc.
-6.23%
-$39,187.41 
BURCA Burnham Holdings Inc.
-5.66%
-$8,566.5 
WDAY Workday Inc.
-4.79%
-$197.7 
SM SM Energy Company
-4.72%
-$8,301.8 
Z Zillow Group Inc.
-4.38%
-$787.05 
NOG Northern Oil and Gas Inc.
-4.17%
-$89 
SAP SAP SE Sponsored ADR
-3.97%
-$391.79 
COP ConocoPhillips
-3.69%
-$46,461.84 
APA APA Corporation
-3.32%
-$15,271.2 
AYRWF Ayr Wellness Inc.
-3.12%
-$0.57 
BARK Bark Inc.
-3.11%
-$1,488.37 
RRC Range Resources Corporation
-2.91%
-$478.8 
LEXX Lexaria Bioscience Corp.
-2.91%
-$2,015.05 
PRGO Perrigo Company plc
-2.91%
-$3,094 
DAR Darling Ingredients Inc.
-2.78%
-$7,644.7 
NOW ServiceNow, Inc.
-2.77%
-$808.5 
SPGI S&P Global Inc.
-2.75%
-$9,637.33 
INTU Intuit Inc.
-2.71%
-$15.4 
EOG EOG Resources, Inc.
-2.68%
-$165.44 
XOM Exxon Mobil Corporation
-2.61%
-$36,517.56 
OXY Occidental Petroleum Corporation
-2.57%
-$1,791.93 
FANG Diamondback Energy Inc
-2.51%
-$157.76 
SCOR Comscore Inc.
-2.4%
-$3,819 
WM Waste Management, Inc.
-2.38%
-$1,844.18 
MO Altria Group, Inc.
-2.37%
-$7,729.43 
BABA Alibaba Group Holding Limited SP ADR
-2.36%
-$9,307.84 
ADP Automatic Data Processing Inc.
-2.23%
-$4,676.21 
BSX Boston Scientific Corporation
-2.15%
-$10.4 
CRM Salesforce Inc
-2.14%
-$15,851.46 
YOU Clear Secure Inc.
-2.1%
-$2.18 
FVRR Fiverr International Ltd.
-2.08%
-$1.05 
PSX Phillips 66
-2.04%
-$640.1 
CVX Chevron Corporation
-2.01%
-$1,249.14 
CNVS Cineverse Corp.
-1.99%
-$2,210 
XLE Energy Select Sector SPDR Fund
-1.97%
-$2,458.32 
A Agilent Technologies Inc.
-1.91%
-$37.73 
UVV Universal Corporation
-1.87%
-$2,124.39 
MSFT Microsoft Corp.
-1.85%
-$149,146 
ALL Allstate Corporation
-1.69%
-$2,041.2 
AWK American Water Works Company, Inc.
-1.68%
-$319.5 
ACN Accenture plc Class A
-1.58%
-$812.7 
SFGYY Sony Financial Group Inc. - ADR
-1.56%
-$1.12 
BYDDY BYD Company Limited
-1.44%
-$5,837.6 
OKE ONEOK, Inc.
-1.39%
-$233.43 
KMI Kinder Morgan, Inc.
-1.38%
-$96.36 
IQV IQVIA Holdings Inc.
-1.37%
-$14,778.15 
JD JD.com Inc.
-1.35%
-$192.5 
AMT American Tower Corporation
-1.35%
-$1,318.2 
KDP Keurig Dr Pepper Inc.
-1.32%
-$92.4 
CPK Chesapeake Utilities Corporation
-1.31%
-$1,721.28 
EPD Enterprise Products Partners L.P.
-1.31%
-$1,386 
DHR Danaher Corporation
-1.3%
-$88.06 
NJR New Jersey Resources Corporation
-1.23%
-$221 
TMO Thermo Fisher Scientific Inc.
-1.2%
-$2,776.32 
WTRG Essential Utilities Inc.
-1.18%
-$489.5 
KO The Coca-Cola Company
-1.18%
-$1,024.4 
TRGP Targa Resources Corp.
-1.16%
-$158.5 
MGPI MGP Ingredients Inc.
-1.16%
-$816.24 
HFRO Highland Opportunities and Income Fund
-1.13%
-$144 
GLPI Gaming and Leisure Properties, Inc.
-1.1%
-$121.98 
V Visa Inc. Class A
-1.1%
-$28,583.16 
AKRE Akre Focus ETF
-1.1%
-$130.54 
PDER Pardee Resources Company Inc.
-1.09%
-$1,279.72 
TSN Tyson Foods Inc.
-1.09%
-$50.02 
METCB Ramaco Resources, Inc. Class B Common Stock
-1.07%
-$3,252 
GNW Genworth Financial Inc.
-1.06%
-$171 
PM Philip Morris International Inc.
-1.04%
-$1,824.05 
LNG Cheniere Energy Inc.
-0.97%
-$63.45 
NFLX Netflix, Inc.
-0.96%
-$3,262.7 
MDLZ Mondelez International, Inc.
-0.95%
-$344.65 
SYK Stryker Corporation
-0.93%
-$34.44 
LMNR Limoneira Company
-0.91%
-$1,520.52 
RXO Rxo Inc.
-0.9%
-$18.2 
AVB AvalonBay Communities, Inc.
-0.9%
-$141.95 
NXRT NexPoint Residential Trust Inc.
-0.87%
-$83.25 
CLH Clean Harbors Inc.
-0.83%
-$12 
ARI Apollo Commercial Real Estate Finance Inc.
-0.83%
-$76.5 
AZO AutoZone Inc.
-0.82%
-$1,353.89 
PGR Progressive Corporation
-0.78%
-$288 
CHD Church & Dwight Co., Inc.
-0.76%
-$311.25 
COST Costco Wholesale Corporation
-0.74%
-$1,244.4 
ES Eversource Energy
-0.74%
-$309 
ED Consolidated Edison, Inc.
-0.74%
-$178.87 
SCHW Charles Schwab Corporation
-0.73%
-$376.35 
INVH Invitation Homes Inc.
-0.71%
-$631.05 
SO The Southern Company
-0.7%
-$2,491.49 
IGV iShares Expanded Tech-Software Sector ETF
-0.68%
-$117.8 
DUK Duke Energy Corporation
-0.67%
-$850.03 
NC NACCO Industries Inc.
-0.66%
-$1,120 
SSNC SS&C Technologies Holdings Inc.
-0.65%
-$7,028.12 
MAGC Roundhill China Magnificent Seven ETF
-0.63%
-$410.05 
META Meta Platforms Inc Class A
-0.55%
-$14,731.83 
AGNT eXp World Holdings Inc.
-0.53%
-$0.5 
CPB The Campbell's Company
-0.48%
-$30.8 
ATAT Atour Lifestyle Holdings Limited American Depositary Receipt
-0.46%
-$81.37 
ORLY O'Reilly Automotive Inc.
-0.46%
-$396.32 
MA Mastercard Incorporated
-0.46%
-$3,805.74 
GPI Group 1 Automotive Inc.
-0.45%
-$14.7 
T AT&T Inc.
-0.43%
-$3,805.9 
SSSS SuRo Capital Corp.
-0.42%
-$1,644 
PEP PepsiCo, Inc.
-0.42%
-$613.81 
PG Procter & Gamble Co
-0.41%
-$4,431.71 
KODK Eastman Kodak Company
-0.41%
-$883.2 
CI The Cigna Group
-0.41%
-$127.05 
UL Unilever PLC Sponsored American Depositary Receipt
-0.41%
-$1,537.44 
SHEL Shell plc
-0.41%
-$22.4 
FRBA First Bank
-0.36%
-$439.32 
UNH UnitedHealth Group Incorporated
-0.32%
-$1,858.08 
HAIN The Hain Celestial Group, Inc.
-0.3%
-$282.34 
CWCO Consolidated Water Co. Ltd.
-0.29%
-$52.02 
BDX Becton, Dickinson and Company
-0.26%
-$86.81 
PKBK Parke Bancorp Inc.
-0.25%
-$240.6 
DGX Quest Diagnostics Inc.
-0.24%
-$3,325.44 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$291.8 
PPL PPL Corporation
-0.21%
-$26.25 
COO The Cooper Companies, Inc.
-0.21%
-$50.4 
BKH Black Hills Corporation
-0.19%
-$47.25 
VDC VANGUARD CONSUMER STAPLES ETF
-0.18%
-$42 
EXC Exelon Corporation
-0.17%
-$40 
WMT Walmart Inc.
-0.14%
-$2,451.4 
AON Aon plc
-0.13%
-$11.12 
NEE NextEra Energy, Inc.
-0.11%
-$141.46 
XLRE The Real Estate Select Sector SPDR Fund
-0.11%
-$35.75 
GSBD Goldman Sachs BDC Inc.
-0.11%
-$1 
MSI Motorola Solutions, Inc.
-0.07%
-$5.9 
AEP American Electric Power Company, Inc.
-0.05%
-$29.4 
KKR KKR & Co. Inc.
-0.05%
-$800.9 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$127.01 
FCNCB First Citizens BancShares Inc.
-0.01%
-$1.12 
BRK-B Berkshire Hathaway Inc.
0%
-$38.57 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6133 | Longs Won 2949/6133 48% | Profit Factor 2.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $130,030 |
| Average Win $25,337.13 | Best Trade (Jun 11) $3.29M | Sharpe Ratio -15.41 |
| Average Loss -$11,038.23 | Worst Trade (Jun 10) -$6.25M | Z-Score -13.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 2d | Expectancy $6,452.55 |
| 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 | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
