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
Automatically Tracked
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:
64.74%
Gain -0.49%
Monthly
0.59%
Yearly
7.32%
Drawdown
17.79%
$154.44M
Equity
Holdings
$154.44M
Investment
$109.28M
$45.48M
Profit -$694,432.94
Realized
$325,758.89
Unrealized
$45.16M
Dividends
$11.34M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$694,432.94
Win %
64%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$612,724.48
Win %
64%
This Month
Compared to last month
Gain
-1.03%
Profit
-$1.61M
Win %
64%
This Year
Compared to last year
Gain
-1.89%
Profit
-$2.98M
Win %
64%
INTT InTest Corporation
+8.07%
+$9,464 
TTMI TTM Technologies, Inc.
+7.69%
+$852 
FCNCB First Citizens BancShares Inc.
+7.13%
+$996 
PANW Palo Alto Networks, Inc.
+6.89%
+$4,938.9 
CRWD CrowdStrike Holdings, Inc.
+6.84%
+$2,863.52 
CLF Cleveland-Cliffs Inc.
+6.78%
+$9,460.65 
INO Inovio Pharmaceuticals Inc.
+6.6%
+$0.22 
HAL Halliburton Company
+5.11%
+$264.42 
APA APA Corporation
+4.61%
+$1,311 
CBRS Cerebras Systems Inc. Class A Common Stock
+4.45%
+$227.95 
TRGP Targa Resources Corp.
+4.35%
+$629.5 
SM SM Energy Company
+4.35%
+$250.5 
BYDDY BYD Company Limited
+4.01%
+$1,330 
COP ConocoPhillips
+3.91%
+$55,842.9 
AVAV AeroVironment, Inc.
+3.78%
+$5,292.29 
TGB Trekor Metals Ltd.
+3.77%
+$275 
AMT American Tower Corporation
+3.73%
+$3,437.45 
LNG Cheniere Energy Inc.
+3.65%
+$629.4 
EOG EOG Resources, Inc.
+3.58%
+$1,158.25 
GRRR Gorilla Technology Group Inc.
+3.44%
+$2,554.72 
MU Micron Technology Inc.
+3.22%
+$64,611.62 
OXY Occidental Petroleum Corp.
+2.93%
+$876.57 
ASTS AST SpaceMobile Inc.
+2.89%
+$1,310.4 
LMT Lockheed Martin Corporation
+2.81%
+$4,180.69 
DUOL Duolingo, Inc. Class A Common Stock
+2.79%
+$39.4 
FRBA First Bank
+2.75%
+$3,326.22 
KMI Kinder Morgan Inc.
+2.7%
+$199.29 
XLE State Street Energy Select Sector SPDR ETF
+2.63%
+$3,357.08 
UCTT Ultra Clean Holdings, Inc.
+2.63%
+$3,272.49 
BTU Peabody Energy Corporation
+2.63%
+$5,876.4 
CVX Chevron Corporation
+2.59%
+$17,729.93 
IPGP IPG Photonics Corporation
+2.57%
+$2,406.18 
OKE ONEOK, Inc.
+2.47%
+$389.76 
CRVO CervoMed Inc. Common Stock
+2.46%
+$2,752.75 
AKAM Akamai Technologies, Inc.
+2.45%
+$107.04 
XOM ExxonMobil Holdings Corporation
+2.41%
+$41,933.6 
RKLB Rocket Lab Corporation
+2.38%
+$732 
MOS The Mosaic Company
+2.35%
+$2,936.25 
MRVL Marvell Technology Inc.
+2.28%
+$3,863.31 
FLR Fluor Corporation
+2.22%
+$2,398.03 
CNQ Canadian Natural Resources Ltd.
+2.22%
+$740.9 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.19%
+$914.08 
ISRG Intuitive Surgical Inc.
+2.16%
+$824.74 
NOG Northern Oil and Gas, Inc.
+2.15%
+$6,013.8 
WMB The Williams Companies, Inc.
+2.07%
+$423.4 
SNPS Synopsys Inc.
+2.02%
+$13,842.43 
AMD Advanced Micro Devices Inc.
+1.98%
+$66,896.52 
INTA Intapp Inc.
+1.97%
+$186 
CRL Charles River Laboratories International, Inc.
+1.95%
+$185.64 
EPD Enterprise Products Partners L.P.
+1.89%
+$1,932 
TXN Texas Instruments Inc.
+1.89%
+$2,803.64 
IGV iShares Expanded Tech-Software Sector ETF
+1.86%
+$383.8 
ORCL Oracle Corporation
+1.84%
+$17,561.67 
HONA Honeywell Aerospace Inc.
+1.81%
+$407.1 
VMHG Victory Marine Holdings Corp.
+1.77%
+$657 
SPCX Space Exploration Technologies Corp. Class A
+1.76%
+$731.85 
INTC Intel Corporation
+1.7%
+$3,419.25 
TTAN ServiceTitan Inc. Class A Common Stock
+1.7%
+$419.05 
ARI Apollo Commercial Real Estate Finance, Inc.
+1.67%
+$89.25 
EWY iShares MSCI South Korea ETF
+1.64%
+$612.5 
NC NACCO Industries, Inc. Class A Common Stock
+1.61%
+$2,478.6 
DELL Dell Technologies Inc. Class C Common Stock
+1.61%
+$547.5 
FFTY CapForce IBD 50 ETF
+1.6%
+$5.27 
FCX Freeport-McMoRan Inc.
+1.55%
+$18,421 
HON Honeywell International Inc.
+1.54%
+$437.45 
MUSA Murphy USA Inc.
+1.47%
+$783 
LDOS Leidos Holdings, Inc.
+1.44%
+$359.91 
TDY Teledyne Technologies Incorporated
+1.41%
+$3,300.63 
CSCO Cisco Systems, Inc.
+1.32%
+$26,682.3 
QCOM QUALCOMM Incorporated
+1.31%
+$12,319.33 
HBM Hudbay Minerals Inc.
+1.28%
+$70 
LQMT Liquidmetal Technologies Inc.
+1.27%
+$568 
PHM PulteGroup, Inc.
+1.26%
+$226.5 
IRDM Iridium Communications Inc.
+1.26%
+$85.25 
ITEQ Amplify BlueStar Israel Technology ETF
+1.21%
+$10.81 
HCA HCA Healthcare, Inc.
+1.14%
+$1,489.6 
AMAT Applied Materials Inc.
+1.14%
+$20,914.51 
SFGYY Sony Financial Group Inc. - ADR
+1.12%
+$0.8 
BDRBF Bombardier Inc.
+1.07%
+$154.54 
PDER Pardee Resources Company Inc.
+1.02%
+$1,575 
NOW ServiceNow Inc.
+1%
+$812.7 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+1%
+$585 
CSIQ Canadian Solar Inc.
+0.98%
+$166.68 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+0.97%
+$70.8 
DD DuPont de Nemours, Inc.
+0.93%
+$117.18 
RCAT Red Cat Holdings Inc.
+0.92%
+$944 
ASML ASML Holding N.V. NY Registered Shares
+0.9%
+$13,910.1 
PLAB Photronics Inc.
+0.9%
+$1,793.5 
FLS Flowserve Corporation
+0.89%
+$1,087.2 
MS-PL Morgan Stanley
+0.87%
+$60.04 
IXN iShares Global Tech ETF
+0.86%
+$88.54 
ABT Abbott Laboratories
+0.85%
+$7,876.98 
HALO Halozyme Therapeutics Inc.
+0.8%
+$80 
SUN Sunoco LP
+0.8%
+$46.4 
GLW Corning Incorporated
+0.79%
+$17,777.17 
SRVR Pacer Data & Infrastructure Real Estate ETF
+0.77%
+$13.65 
EXTR Extreme Networks Inc.
+0.77%
+$1,814.91 
FSLR First Solar Inc.
+0.72%
+$398.52 
QTEC First Trust NASDAQ-100 Technology Sector Index Fund
+0.71%
+$128.4 
KODK Eastman Kodak Company
+0.71%
+$1,044.55 
MSFT Microsoft Corporation Common Stock
+0.69%
+$70,766.5 
XLK State Street Technology Select Sector SPDR ETF
+0.66%
+$6,091.2 
VGT Vanguard Information Technology ETF
+0.65%
+$1,120.35 
RVTY Revvity Inc.
+0.63%
+$5,715.27 
SQNS Sequans Communications S.A. ADR
+0.6%
+$2.07 
NTRSO Northern Trust Corporation 4.70% Non-Cumulative Perpetual Preferred Stock, Series E
+0.6%
+$44 
NMM Navios Maritime Partners L.P.
+0.59%
+$31.2 
HUM Humana Inc.
+0.54%
+$63.84 
ZBRA Zebra Technologies Corp. Class A Common Stock
+0.54%
+$1,468.48 
NWPX NWPX Infrastructure Inc.
+0.54%
+$434.2 
FLMX Franklin FTSE Mexico ETF
+0.51%
+$37.08 
DY Dycom Industries, Inc.
+0.49%
+$22.2 
BA The Boeing Company
+0.48%
+$3,506.4 
FBP First BanCorp.
+0.46%
+$125 
DLO dLocal Limited
+0.37%
+$27.5 
LSCC Lattice Semiconductor Corporation
+0.37%
+$49.7 
PLUG Plug Power Inc.
+0.36%
+$272.8 
SYK Stryker Corp.
+0.32%
+$94.09 
IBM International Business Machines Corporation
+0.31%
+$5,143.32 
LRCX Lam Research Corp.
+0.29%
+$845.88 
KTOS Kratos Defense & Security Solutions, Inc.
+0.26%
+$342 
KRE State Street SPDR S&P Regional Banking ETF
+0.25%
+$2,098.26 
ABBV AbbVie Inc.
+0.25%
+$1,209.06 
MAGC Roundhill China Magnificent Seven ETF
+0.24%
+$66.03 
ARKK ARK Innovation ETF
+0.23%
+$54.15 
KOF Coca-Cola FEMSA, S.A.B. de C.V. - ADR
+0.23%
+$78.3 
VEOEY Veolia Environnement S.A. ADR
+0.22%
+$24 
IQV IQVIA Holdings Inc.
+0.21%
+$338.14 
BYRN Byrna Technologies Inc.
+0.21%
+$226 
COUR Coursera, Inc.
+0.2%
+$485.8 
ALCO Alico Inc.
+0.19%
+$372.96 
DE Deere & Company
+0.17%
+$2,332.96 
SNDK Sandisk Corp.
+0.15%
+$345.47 
RGS Regis Corp.
+0.12%
+$214.62 
LIT Global X Lithium & Battery Tech ETF
+0.08%
+$0.75 
ETN Eaton Corporation plc
+0.06%
+$5.88 
ICSH iShares Ultra Short Duration Bond Active ETF
+0.04%
+$36.81 
DHI D.R. Horton, Inc.
+0.04%
+$0.55 
CLIP Global X 1-3 Month T-Bill ETF
+0.04%
+$37.31 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$21 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$11.25 
MP MP Materials Corp.
+0.03%
+$2.5 
BWMN Bowman Consulting Group Ltd.
+0.02%
+$43.6 
GPI Group 1 Automotive, Inc.
+0.01%
+$0.1 
PRIV State Street IG Public & Private Credit ETF
0%
+$0.06 
BURCA Burnham Holdings Inc.
0%
$0 
CXDO Crexendo Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EOSE Eos Energy Enterprises Inc. Ordinary Shares Class A
0%
$0 
EQR Equity Residential
0%
$0 
NTES NetEase, Inc. ADR
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HOSS Hornbeck Offshore Services, Inc.
0%
$0 BN
BN
0%
$0 BE
BE
0%
$0 MIR
MIR
0%
$0 PCLN
PCLN
0%
$0 APPC
APPCQ
0%
$0 LIN
LIN
0%
$0 SPOT
SPOT
0%
$0 GOOG
GOOG
0%
$0 PCMC
PCMC
0%
$0 ACMR
ACMR
0%
$0 WBD
WBD
0%
$0 BW
BW
0%
$0 NU
NU
0%
$0 CHRD
CHRD
0%
$0 1338
1338PS
0%
$0 VIV
VIV
0%
$0 GOOG
GOOGL
0%
$0 TREE
TREE
0%
$0 FOX
FOX
0%
$0 AVGO
AVGO
0%
$0 CXW
CXW
0%
$0 HPQ
HPQ
0%
$0 CB
CB
0%
$0 MT
MT
0%
$0 BSYB
BSYBY
0%
$0 CPRI
CPRI
0%
$0 ADPT
ADPT
0%
$0 APO
APO
0%
$0 AGNT
AGNT
0%
$0 GL
GL
0%
$0 RSP
RSP
0%
$0 CGW
CGW
0%
$0 PHO
PHO
0%
$0 PGF
PGF
0%
$0 ALAB
ALAB
0%
$0 ANET
ANET
0%
$0 LION
LION
0%
$0 DMB
DMB
0%
$0 JCI
JCI
0%
$0 PPA
PPA
0%
$0 HACK
HACK
0%
$0 8761
87612E110
0%
$0 STRZ
STRZ
0%
$0 BOOT
BOOT
0%
$0 PENG
PENG
0%
$0 FSM
FSM
0%
$0 ET
ET
0%
$0 AIQ
AIQ
0%
$0 RNA
RNA
0%
$0 
PSA-PL Public Storage
0%
$0 CNF
CNF
0%
$0 
ESGOF Enstar Group Limited
0%
$0 AZN
AZN
0%
$0 AGNC
AGNC
0%
$0 CQQQ
CQQQ
0%
$0 7476
74762E110
0%
$0 HMLP
HMLPF
0%
$0 RTX
RTX
0%
$0 VICI
VICI
0%
$0 ARES
ARES
0%
$0 PINS
PINS
0%
$0 MRNA
MRNA
0%
$0 TTE
TTE
0%
$0 PDD
PDD
0%
$0 COIN
COIN
0%
$0 ELAN
ELANE
0%
$0 0834
08344M101
0%
$0 MRP
MRP
0%
$0 CTRI
CTRI
0%
$0 7864
78648R102
0%
$0 1563
15638E109
0%
$0 3373
33739A100
0%
$0 BATR
BATRK
0%
$0 BLZE
BLZE
0%
$0 AVTX
AVTX
0%
$0 EFOR
EFOR
0%
$0 COO
COO
0%
$0 UL
UL
0%
$0 FUN
FUN
0%
$0 CARL
CARL
0%
$0 VERI
VERI
0%
$0 SKHY
SKHY
0%
$0 3724
37244E115
0%
$0 0011
001175165
0%
$0 JMKE
JMKE
0%
$0 9289
92892R108
0%
$0 
TDUP ThredUp Inc. Class A Common Stock
-12.45%
-$26,100 
FIX Comfort Systems USA Inc.
-8.46%
-$9,199.55 
RYCEY Rolls-Royce Holdings plc
-7.84%
-$165 
T AT&T Inc.
-6.6%
-$52,015.5 
TMUS T-Mobile US Inc.
-6.2%
-$2,590.55 
HAIN The Hain Celestial Group, Inc.
-6.06%
-$17.46 
SSNC SS&C Technologies Holdings, Inc.
-5.86%
-$16,815.75 
DG Dollar General Corp.
-5.78%
-$33,229.32 
DECK Deckers Outdoor Corporation
-5.69%
-$339.5 
MGM MGM Resorts International
-5.22%
-$7,361.2 
UAA Under Armour, Inc.
-4.61%
-$360 
FNMA Fannie Mae
-4.51%
-$133 
NVS Novartis AG Sponsored ADR
-4.4%
-$11,515.62 
LULU lululemon athletica inc.
-4.38%
-$136.8 
DKS DICK'S Sporting Goods, Inc.
-4.38%
-$3,027.15 
ACN Accenture plc
-4.37%
-$1,027.84 
HESAY Hermes International SCA Unsponsored ADR
-4.02%
-$295.8 
BTBT Bit Digital Inc.
-3.8%
-$3,677.7 
GPC Genuine Parts Company
-3.76%
-$120.25 
CCL Carnival Corporation Ltd.
-3.75%
-$152.25 
SHAK Shake Shack, Inc. Class A Common Stock
-3.68%
-$249.5 
TDG TransDigm Group Inc.
-3.67%
-$209.78 
AXP American Express Company
-3.67%
-$36,560.31 
HWM Howmet Aerospace Inc.
-3.66%
-$481.44 
DAL Delta Air Lines, Inc.
-3.6%
-$785.12 
CL Colgate-Palmolive Co.
-3.57%
-$835.2 
OWL Blue Owl Capital Inc. Class A Common Stock
-3.55%
-$2,070 
AUTL Autolus Therapeutics plc ADR
-3.48%
-$5.5 
ALK Alaska Air Group Inc.
-3.48%
-$3,388.65 
PCG PG&E Corporation
-3.47%
-$1,215 
PFGC Performance Food Group Co.
-3.38%
-$331 
HE Hawaiian Electric Industries, Inc.
-3.26%
-$4,346.25 
CLS Celestica Inc.
-3.18%
-$1,684.35 
LLY Eli Lilly and Company
-3.18%
-$23,909.76 
MHK Mohawk Industries Inc.
-3.11%
-$124 
CPB The Campbell's Company Common Stock
-3.08%
-$65.5 
MBGL Mobility Global Inc.
-3.01%
-$441.88 
HTZ Hertz Global Holdings Inc.
-2.98%
-$3,355.95 
CHD Church & Dwight Co., Inc.
-2.94%
-$1,089.7 
ATAT Atour Lifestyle Holdings Limited Sponsored ADR
-2.9%
-$189 
SKYW SkyWest Inc.
-2.85%
-$163.8 
CTVA Corteva Inc.
-2.84%
-$17.52 
CLX The Clorox Company
-2.79%
-$1,113.75 
SCOR comScore, Inc.
-2.79%
-$1,204.2 
NSRGY Nestle S.A. Sponsored ADR
-2.78%
-$621.46 
BNED Barnes & Noble Education Inc.
-2.72%
-$1.52 
CI The Cigna Group
-2.72%
-$42.92 
HD The Home Depot, Inc.
-2.71%
-$21,970.99 
WDC Western Digital Corp.
-2.7%
-$239.12 
LOW Lowe's Companies, Inc.
-2.69%
-$4,488 
KO The Coca-Cola Company
-2.66%
-$2,636.4 
KDEF PLUS Korea Defense Industry Index ETF
-2.66%
-$467.5 
CMG Chipotle Mexican Grill, Inc.
-2.65%
-$275.65 
LCII LCI Industries
-2.64%
-$114.5 
UBER Uber Technologies Inc.
-2.59%
-$2,380.7 
EXPE Expedia Group Inc.
-2.59%
-$548.12 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.57%
-$979.87 
SKYX SKYX Platforms Corp.
-2.55%
-$3,414.13 
EPAM EPAM Systems, Inc.
-2.54%
-$15,878.72 
KLAR Klarna Group plc
-2.53%
-$2,834.1 
INTU Intuit Inc.
-2.52%
-$223.82 
EGO Eldorado Gold Corporation
-2.51%
-$148.5 
XYZ Block Inc. Class A Common Stock
-2.47%
-$152.1 
OLED Universal Display Corp.
-2.45%
-$15,281.74 
PEP PepsiCo, Inc.
-2.4%
-$5,038.29 
ELDN Eledon Pharmaceuticals, Inc.
-2.39%
-$0.06 
MNST Monster Beverage Corporation
-2.35%
-$222 
LYFT Lyft, Inc. Class A Common Stock
-2.32%
-$17,773.42 
FISV Fiserv, Inc.
-2.32%
-$354 
CAT Caterpillar Inc.
-2.31%
-$55,527.86 
JEF Jefferies Financial Group Inc.
-2.28%
-$369.2 
NXRT NexPoint Residential Trust, Inc.
-2.28%
-$144.85 
KMB Kimberly-Clark Corporation
-2.27%
-$1,848.75 
RGA Reinsurance Group of America, Inc.
-2.23%
-$181.95 
MAT Mattel Inc.
-2.21%
-$5,141.25 
BMY Bristol-Myers Squibb Company
-2.18%
-$2,496.58 
NKE Nike, Inc. Class B Common Stock
-2.18%
-$83.5 
TIGO Millicom International Cellular S.A.
-2.16%
-$2,542.65 
WMG Warner Music Group Corp.
-2.11%
-$21.44 
BHF Brighthouse Financial Inc.
-2.09%
-$4,559 
MO Altria Group, Inc.
-2.07%
-$6,369.3 
XFLT XAI Floating Rate & Alternative Income Trust
-2.07%
-$70 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
-2.06%
-$603 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2.04%
-$2,445.36 
EFX Equifax Inc.
-2.04%
-$152.8 
ADBE Adobe Inc.
-2%
-$10,112.2 
HMY Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
-2%
-$130 
BABA Alibaba Group Holding Ltd. ADR
-1.99%
-$6,090 
FSS Federal Signal Corporation
-1.99%
-$115 
BLK BlackRock, Inc.
-1.97%
-$32,792.14 
MCD McDonald's Corporation
-1.97%
-$6,469.4 
PG The Procter & Gamble Company
-1.95%
-$20,418.99 
VDC Vanguard Consumer Staples ETF
-1.95%
-$474 
TEI Templeton Emerging Markets Income Fund
-1.95%
-$24 
HDB HDFC Bank Ltd. ADR
-1.92%
-$580.5 
GE General Electric Company
-1.92%
-$27,223.33 
KKR Korro Bio, Inc.
-1.9%
-$19,954.93 
MCO Moody's Corporation
-1.9%
-$372.8 
WY Weyerhaeuser Co.
-1.89%
-$37.5 
NSC Norfolk Southern Corp.
-1.89%
-$159.62 
KVUE Kenvue Inc.
-1.89%
-$15,402 
ING ING Groep N.V. Sponsored ADR
-1.88%
-$156.16 
PCAR PACCAR Inc.
-1.88%
-$103 
LUV Southwest Airlines Co.
-1.87%
-$117.75 
XRT State Street SPDR S&P Retail ETF
-1.87%
-$216.45 
UVV Universal Corp.
-1.86%
-$2,231.84 
SBGSY Schneider Electric SE - Unsponsored ADR
-1.86%
-$170.38 
QSR Restaurant Brands International Inc.
-1.86%
-$2,208.1 
GIL Gildan Activewear Inc.
-1.85%
-$2,470 
GSBD Goldman Sachs BDC, Inc.
-1.85%
-$16.11 
TREX Trex Company, Inc.
-1.83%
-$3,446.41 
PAAS Pan American Silver Corp.
-1.83%
-$2,397 
NRG NRG Energy, Inc.
-1.82%
-$15,263.5 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.81%
-$248.2 
NXDR Nextdoor Holdings, Inc. Class A Common Stock
-1.79%
-$3,555 
EQX Equinox Gold Corp.
-1.79%
-$148 
MA Mastercard Inc. Class A Common Stock
-1.77%
-$19,411.53 
ALL The Allstate Corporation
-1.76%
-$2,133.95 
VZ Verizon Communications Inc.
-1.74%
-$5,633.94 
BX Blackstone Inc.
-1.74%
-$11,941.82 
VMC Vulcan Materials Co.
-1.73%
-$255.2 
AIG American International Group, Inc.
-1.72%
-$20,827.94 
JOE The St. Joe Company
-1.72%
-$15,567.26 
RMNI Rimini Street, Inc.
-1.71%
-$3,318 
CAG Conagra Brands Inc.
-1.69%
-$3,606.97 
BTI British American Tobacco plc ADR
-1.69%
-$408 
RDDT Reddit Inc. Class A Common Stock
-1.67%
-$1,069.26 
JNJ Johnson & Johnson
-1.66%
-$80,736.35 
UNH UnitedHealth Group Inc.
-1.66%
-$7,487.11 
IBN ICICI Bank Ltd. Sponsored ADR
-1.65%
-$173.25 
MS Morgan Stanley Common Stock
-1.65%
-$1,091.36 
TIMB TIM S.A. Sponsored ADR
-1.64%
-$80 
ORLY O'Reilly Automotive Inc.
-1.62%
-$1,210.95 
AZO AutoZone, Inc.
-1.62%
-$2,701.98 
COLM Columbia Sportswear Company
-1.61%
-$50 
WPC W. P. Carey Inc.
-1.6%
-$164.8 
FDX FedEx Corp.
-1.54%
-$608.4 
GLPI Gaming and Leisure Properties, Inc.
-1.54%
-$140.22 
GXO GXO Logistics, Inc.
-1.53%
-$52.5 
MRK Merck & Co., Inc.
-1.51%
-$6,941.97 
NSLR SuRo Capital Corp.
-1.5%
-$2,320.47 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.5%
-$4,042 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-1.49%
-$143.04 
SKY Champion Homes, Inc.
-1.46%
-$3,569.32 
AMG Affiliated Managers Group, Inc.
-1.45%
-$34.41 
REGN Regeneron Pharmaceuticals, Inc.
-1.45%
-$261.14 
CPAY Corpay Inc.
-1.44%
-$656.7 
COF Capital One Financial Corp.
-1.43%
-$448.91 
BBP Virtus Biotech ETF
-1.42%
-$147.82 
EPOL iShares MSCI Poland ETF
-1.42%
-$62.5 
XBI State Street SPDR S&P Biotech ETF
-1.4%
-$18,064.52 
UNP Union Pacific Corp.
-1.39%
-$2,415.3 
AMGN Amgen Inc. Common Stock
-1.39%
-$6,076.94 
FAX abrdn Asia-Pacific Income Fund, Inc.
-1.39%
-$90 
TWI Titan International Inc.
-1.39%
-$2,026.35 
WMT Walmart Inc.
-1.38%
-$20,450.82 
FLNA Filana Therapeutics, Inc.
-1.38%
-$0.36 
FOXF Fox Factory Holding Corp.
-1.37%
-$1,787.1 
AON Aon plc Class A
-1.34%
-$102.62 
NFLX Netflix Inc.
-1.33%
-$3,622.96 
MLM Martin Marietta Materials, Inc.
-1.33%
-$3,725.99 
HII Huntington Ingalls Industries, Inc.
-1.33%
-$16,052.47 
EPR EPR Properties
-1.33%
-$10,971 
AEP American Electric Power Company, Inc.
-1.31%
-$1,111.5 
DPZ Domino's Pizza, Inc.
-1.3%
-$124.2 
ZTS Zoetis Inc. Class A Common Stock
-1.28%
-$810.6 
GRBK Green Brick Partners, Inc.
-1.28%
-$3,019.54 
AKRE Akre Focus ETF
-1.27%
-$87.78 
BAX Baxter International Inc.
-1.27%
-$32.5 
BSX Boston Scientific Corp.
-1.26%
-$174 
SBUX Starbucks Corp.
-1.26%
-$601.6 
V Visa Inc. Class A
-1.25%
-$39,002.48 
ABNB Airbnb Inc. Class A Common Stock
-1.24%
-$351.79 
PEG Public Service Enterprise Group Inc.
-1.24%
-$3,330 
TXT Textron Inc.
-1.24%
-$1,201.43 
COST Costco Wholesale Corp
-1.23%
-$1,492.26 
PPL PPL Corporation
-1.23%
-$152.25 
JPM JPMorgan Chase & Co.
-1.22%
-$36,592.59 
PFE Pfizer Inc.
-1.22%
-$9,758.01 
NJR New Jersey Resources Corporation
-1.2%
-$129 
BIZD VanEck BDC Income ETF
-1.2%
-$58 
SLV iShares Silver Trust
-1.17%
-$3,831.22 
HNRG Hallador Energy Co.
-1.16%
-$1,250.6 
XLV State Street Health Care Select Sector SPDR ETF
-1.16%
-$4,155.9 
SIVR abrdn Physical Silver Shares ETF
-1.16%
-$597 
XLF State Street Financial Select Sector SPDR ETF
-1.16%
-$3,538.97 
GSK GSK plc ADR
-1.15%
-$33.04 
DHR Danaher Corp.
-1.14%
-$96.94 
XLC State Street Communication Services Select Sector SPDR ETF
-1.14%
-$3,006.08 
NVO Novo Nordisk A/S Sponsored ADR
-1.13%
-$1,359.47 
C Citigroup Inc.
-1.13%
-$5,057.7 
KGC Kinross Gold Corporation
-1.12%
-$8,235.74 
URI United Rentals Inc.
-1.12%
-$49.86 
EXC Exelon Corp.
-1.1%
-$148.5 
ATEC Alphatec Holdings, Inc.
-1.1%
-$75 
EME EMCOR Group, Inc.
-1.09%
-$21.54 
BEP Brookfield Renewable Partners L.P.
-1.07%
-$7.75 
IDXX IDEXX Laboratories, Inc.
-1.07%
-$24.28 
NGG National Grid plc Sponsored ADR
-1.06%
-$220 
HL Hecla Mining Company
-1.06%
-$2,502 
BGT BlackRock Floating Rate Income Trust
-1.05%
-$14,251.65 
SOFI SoFi Technologies, Inc.
-1.05%
-$1.4 
INCY Incyte Corp.
-1.04%
-$183.09 
RYN Rayonier Inc.
-1.04%
-$61.23 
MMM 3M Company
-1.04%
-$2,031.12 
ROAD Construction Partners, Inc. Class A Common Stock
-1.04%
-$252.3 
NLY Annaly Capital Management, Inc.
-1.04%
-$114.95 
WAT Waters Corporation
-1.02%
-$349.5 
PM Philip Morris International Inc.
-1.01%
-$2,132.95 
CVS CVS Health Corporation Common Stock
-1.01%
-$8,906.25 
ESLT Elbit Systems Ltd.
-1%
-$1,253.98 
SO The Southern Company
-0.99%
-$3,209.43 
SRE Sempra
-0.99%
-$5,533.08 
FE FirstEnergy Corp.
-0.99%
-$65.32 
XLU State Street Utilities Select Sector SPDR ETF
-0.98%
-$509.88 
EQIX Equinix, Inc.
-0.95%
-$317.45 
CWCO Consolidated Water Co. Ltd.
-0.94%
-$1,357.86 
VLO Valero Energy Corporation
-0.94%
-$221.65 
TTWO Take-Two Interactive Software, Inc.
-0.94%
-$60.3 
CLH Clean Harbors, Inc.
-0.94%
-$15 
MYRG MYR Group Inc.
-0.93%
-$52.36 
AIR AAR Corp.
-0.93%
-$1,391.4 
XLI State Street Industrial Select Sector SPDR ETF
-0.93%
-$2,354.45 
AGM Federal Agricultural Mortgage Corp. Class C Common Stock
-0.93%
-$1,630.64 
ADP Automatic Data Processing Inc.
-0.92%
-$3,795.23 
VPU Vanguard Utilities ETF
-0.92%
-$8.55 
SSD Simpson Manufacturing Co., Inc.
-0.92%
-$309.6 
GS The Goldman Sachs Group, Inc.
-0.92%
-$4,186.08 
PKBK Parke Bancorp Inc.
-0.9%
-$960 
YMM Full Truck Alliance Co. Ltd. ADR
-0.9%
-$42.75 
DVY iShares Select Dividend ETF
-0.89%
-$456.75 
MCK McKesson Corporation
-0.89%
-$243 
CORZ Core Scientific, Inc.
-0.87%
-$1,583.55 
ICLN iShares Global Clean Energy ETF
-0.87%
-$245.7 
SCHW The Charles Schwab Corporation
-0.86%
-$270.04 
ED Consolidated Edison Inc.
-0.83%
-$208.55 
ITA iShares U.S. Aerospace & Defense ETF
-0.83%
-$102 
EUFN iShares MSCI Europe Financials ETF
-0.83%
-$109.3 
TMO Thermo Fisher Scientific Inc.
-0.8%
-$2,250.56 
CEG Constellation Energy Corporation
-0.8%
-$203 
B BARRICK MINING CORP Common Stock (ABR0)
-0.78%
-$929.7 
CPRT Copart, Inc.
-0.77%
-$202.5 
SPGI S&P Global Inc.
-0.75%
-$3,012.4 
STZ Constellation Brands Inc. Class A
-0.73%
-$90.9 
IBB iShares Biotechnology ETF
-0.72%
-$2,544.48 
BAC Bank of America Corporation
-0.72%
-$2,130.1 
HEI HEICO Corporation
-0.72%
-$43.4 
D Dominion Energy, Inc.
-0.7%
-$278.3 
IAU iShares Gold Trust
-0.7%
-$212 
FRA BlackRock Floating Rate Income Strategies Fund, Inc.
-0.7%
-$9,443 
WFC Wells Fargo & Company
-0.7%
-$2,605.94 
MDT Medtronic plc
-0.69%
-$730.3 
GLD SPDR Gold Shares
-0.69%
-$6,144.26 
LPRE Long Pond Real Estate Select ETF
-0.69%
-$29.16 
CRM Salesforce, Inc.
-0.69%
-$918.47 
HFRO Highland Opportunities and Income Fund
-0.69%
-$74.7 
TM Toyota Motor Corporation Sponsored ADR
-0.69%
-$20.4 
DB Deutsche Bank AG
-0.68%
-$209.41 
META Meta Platforms Inc Class A
-0.68%
-$17,134.48 
AMZN Amazon.com Inc
-0.67%
-$38,732.31 
ES Eversource Energy
-0.66%
-$270 
RIVN Rivian Automotive, Inc. Class A
-0.66%
-$0.48 
EXEL Exelixis Inc.
-0.66%
-$153.51 
TSLA Tesla, Inc.
-0.64%
-$111.86 
WTRG Essential Utilities Inc.
-0.64%
-$302.5 
GNW Genworth Financial Inc.
-0.61%
-$93.5 
DUK Duke Energy Corporation
-0.61%
-$679.91 
RIO Rio Tinto plc ADR
-0.61%
-$15.3 
KLAC KLA Corporation
-0.6%
-$553.41 
ADSK Autodesk Inc.
-0.6%
-$128.52 
ETON Eton Pharmaceuticals, Inc.
-0.6%
-$30 
M Macy's Inc.
-0.58%
-$280 
USB U.S. Bancorp
-0.57%
-$1,386.9 
VTV Vanguard Morningstar Value ETF
-0.56%
-$287.02 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-0.56%
-$28 
GLNCY Glencore plc
-0.56%
-$16.04 
VIRC Virco Manufacturing Corporation
-0.56%
-$0.07 
PAVE Global X U.S. Infrastructure Development ETF
-0.56%
-$43.5 
AAPL Apple Inc.
-0.55%
-$55,365.13 
EWJ iShares MSCI Japan ETF
-0.54%
-$1,091.29 
DXJ WisdomTree Japan Hedged Equity Fund
-0.54%
-$187.2 
VYM Vanguard High Dividend Yield ETF
-0.54%
-$199.23 
ERC Allspring Multi-Sector Income Fund
-0.53%
-$7,387.65 
SIG Signet Jewelers Limited
-0.53%
-$170.5 
NL NLI Holdings, Inc.
-0.53%
-$656.25 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.52%
-$57.62 
FELC Fidelity Enhanced Large Cap Core ETF
-0.5%
-$79.98 
FN Fabrinet
-0.49%
-$93.6 
OEF iShares S&P 100 ETF
-0.48%
-$517.01 
EXR Extra Space Storage Inc.
-0.48%
-$34.5 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.47%
-$5.1 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.47%
-$26 
RXO RXO Inc.
-0.47%
-$9.45 
TD Toronto-Dominion Bank
-0.46%
-$498.22 
USMV iShares MSCI USA Min Vol Factor ETF
-0.46%
-$108.48 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.45%
-$6.01 
TMDX TransMedics Group, Inc.
-0.45%
-$96.6 
IJH iShares Core S&P Mid-Cap ETF
-0.45%
-$40.62 
FTF Franklin Limited Duration Income Trust
-0.44%
-$5,800.74 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.44%
-$933.29 
LHX L3Harris Technologies, Inc.
-0.42%
-$67.84 
PSA Public Storage
-0.41%
-$353.18 
MANU Manchester United plc Class A Ordinary Shares
-0.41%
-$8.5 
SOLS Sollensys Corp
-0.41%
-$12.21 
VOO Vanguard S&P 500 ETF
-0.4%
-$2,787.58 
CNC Centene Corp.
-0.4%
-$28.5 
VB Vanguard Small-Cap ETF
-0.4%
-$187.45 
UPS United Parcel Service, Inc. Class B Common Stock
-0.39%
-$79.5 
TOL Toll Brothers, Inc.
-0.39%
-$8,286.88 
IVV iShares Core S&P 500 ETF
-0.39%
-$926.77 
FXI iShares China Large-Cap ETF
-0.39%
-$967.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.38%
-$447.25 
IRM Iron Mountain Inc.
-0.38%
-$153.3 
FRT Federal Realty Investment Trust
-0.37%
-$40 
FESM Fidelity Enhanced Small Cap ETF
-0.36%
-$40.42 
OSIS OSI Systems, Inc.
-0.35%
-$460.66 
VVR Invesco Senior Income Trust
-0.35%
-$4,771.6 
PGR The Progressive Corporation
-0.35%
-$76.95 
VV Vanguard Morningstar Large-Cap ETF
-0.34%
-$831.27 
RKT Rocket Companies Inc. Class A Common Stock
-0.34%
-$153.8 
XYL Xylem Inc.
-0.33%
-$18.72 
VEA Vanguard FTSE Developed Markets ETF
-0.33%
-$22.5 
UAMY United States Antimony Corporation
-0.32%
-$226.2 
IWM iShares Russell 2000 ETF
-0.31%
-$919.14 
PNR Pentair plc
-0.31%
-$14.62 
YOU Clear Secure Inc. Class A Common Stock
-0.31%
-$0.28 
SCHF Schwab International Equity ETF
-0.31%
-$92.86 
LEN-B Lennar Corporation
-0.3%
-$62.5 
SCHB Schwab U.S. Broad Market ETF
-0.29%
-$172.21 
JAZZ Jazz Pharmaceuticals plc
-0.29%
-$15.5 
MELI MercadoLibre Inc.
-0.29%
-$126.48 
GILD Gilead Sciences Inc.
-0.29%
-$1,118.25 
FDXF FedEx Freight Holding Company, Inc.
-0.28%
-$20.48 
DIS The Walt Disney Company
-0.28%
-$4,267.52 
VUG Vanguard Morningstar Growth ETF
-0.28%
-$91.14 
APD Air Products and Chemicals Inc.
-0.28%
-$368.9 
BRK-B Berkshire Hathaway Inc.
-0.27%
-$4,734.87 
SONY Sony Group Corp. Sponsored ADR
-0.27%
-$5.6 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.27%
-$2.83 
IJR iShares Core S&P Small-Cap ETF
-0.26%
-$17.28 
VXUS Vanguard Total International Stock ETF
-0.26%
-$4.73 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.26%
-$50 
XLB State Street Materials Select Sector SPDR ETF
-0.25%
-$177.97 
NEE NextEra Energy Inc.
-0.25%
-$360.6 
EVV Eaton Vance Limited Duration Income Fund
-0.24%
-$95 
WM Waste Management Inc.
-0.24%
-$131.67 
AMKBY A.P. Moller-Maersk A/S Unsponsored ADR
-0.23%
-$0.44 
IXUS iShares Core MSCI Total International Stock ETF
-0.22%
-$2,815.06 
DINO HF Sinclair Corporation
-0.21%
-$17.85 
EWH iShares MSCI Hong Kong ETF
-0.21%
-$49.5 
FMDE Fidelity Enhanced Mid Cap Core ETF
-0.2%
-$367.62 
MCHP Microchip Technology Inc.
-0.19%
-$84 
NVDA NVIDIA Corporation
-0.19%
-$13,845.54 
CMCSA Comcast Corp. Class A Common Stock
-0.17%
-$4.8 
BND Vanguard Total Bond Market ETF
-0.17%
-$6.12 
IWF iShares Russell 1000 Growth ETF
-0.15%
-$42.48 
MTZ MasTec, Inc.
-0.15%
-$6.25 
XLRE State Street Real Estate Select Sector SPDR ETF
-0.14%
-$42.78 
GEV GE Vernova Inc.
-0.14%
-$1,108.98 
AES The AES Corporation
-0.13%
-$23.4 
PFF iShares Preferred and Income Securities ETF
-0.12%
-$11.37 
IWY iShares Russell Top 200 Growth ETF
-0.12%
-$8.5 
GEHC GE HealthCare Technologies Inc.
-0.12%
-$1,146.82 
FVRR Fiverr International Ltd.
-0.12%
-$0.05 
ACM AECOM
-0.12%
-$164.5 
PSX Phillips 66
-0.11%
-$53.63 
GD General Dynamics Corp.
-0.1%
-$7.2 
THC Tenet Healthcare Corp.
-0.09%
-$63.94 
HOV Hovnanian Enterprises Inc Class A Common Stock
-0.08%
-$83.2 
BKH Black Hills Corporation
-0.08%
-$21 
DGX Quest Diagnostics Incorporated
-0.07%
-$913.14 
VWO Vanguard FTSE Emerging Markets ETF
-0.07%
-$168.4 
INVH Invitation Homes Inc.
-0.05%
-$40.58 
TEL TE Connectivity plc
-0.05%
-$3.52 
WDAY Workday Inc Class A Common Stock
-0.05%
-$3.3 
PFS Provident Financial Services, Inc. Common Stock
-0.04%
-$10 
ZION Zions Bancorporation, National Association
-0.04%
-$70.14 
AGX Argan Inc.
-0.04%
-$20.58 
BWXT BWX Technologies, Inc.
-0.04%
-$12.5 
LEN Lennar Corp. Class A Common Stock
-0.03%
-$15.87 
OCFC OceanFirst Financial Corp.
-0.03%
-$54.7 
NACP Impact Shares NAACP Minority Empowerment ETF
-0.03%
-$1.5 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.02%
-$52.56 Events
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Dividends
Dividend Analysis
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No Data
| Trades 7260 | Longs Won 3739/7260 51% | Profit Factor 2.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $92,774.13 |
| Average Win $21,189.91 | Best Trade (Oct 23) $4.16M | Sharpe Ratio -836.13 |
| Average Loss -$9,583.92 | Worst Trade (Sep 29) -$742,654.35 | Z-Score -15.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 2d | Expectancy $6,265.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0011 001175165 | 700 | $5.71 | $5.71 | - | - | - | 0.0 |
| 0834 08344M101 | 73 | $4.06 | $4.77 | - | $0.71 | 17.49% | 0.0 |
| 1338 1338PS | 130 | $3.98 | $6.44 | - | $2.46 | 61.81% | 0.0 |
| 1563 15638E109 | 1,114 | $154.97 | $154.97 | - | - | - | 0.0 |
| 3373 33739A100 | 548 | $50.79 | $56.87 | - | $6.08 | 11.97% | 0.0 |
| 3724 37244E115 | 270 | $6.01 | $6.01 | - | - | - | 0.0 |
| 7476 74762E110 | 21 | $8.87 | $13.92 | - | $5.05 | 56.93% | 0.0 |
| 7864 78648R102 | 41,370 | $161.04 | $187.41 | - | $26.37 | 16.37% | 0.0 |
| 8761 87612E110 | 290 | $41.58 | $45.44 | - | $3.86 | 9.28% | 0.0 |
| 9289 92892R108 | 48 | $3.28 | $3.28 | - | - | - | 0.0 |
| AAPL Apple Inc. | 28,803 | $5.38M | $9.97M | - | $4.6M | 85.55% | -0.552% |
| ABBV AbbVie Inc. | 1,715 | $252,335.16 | $490,309.91 | - | $237,974.75 | 94.31% | +0.247% |
| ABNB Airbnb Inc. Class A Common Stock | 161 | $20,028.4 | $27,945.57 | - | $7,917.17 | 39.53% | -1.243% |
| ABT Abbott Laboratories | 9,054 | $1.22M | $936,002.52 | - | -$279,492.52 | -22.99% | +0.849% |
| ACM AECOM | 2,350 | $164,030 | $142,786 | - | -$21,244 | -12.95% | -0.115% |
| ACMR ACMR | 300 | $5.94 | $11.84 | - | $5.9 | 99.33% | 0.0 |
| ACN Accenture plc | 91 | $26,008.71 | $22,517.49 | - | -$3,491.22 | -13.42% | -4.365% |
| ADBE Adobe Inc. | 1,864 | $828,796.47 | $494,193 | - | -$334,603.47 | -40.37% | -2.005% |
| ADP Automatic Data Processing Inc. | 1,334 | $304,298.82 | $406,996.73 | - | $102,697.91 | 33.75% | -0.924% |
| ADPT ADPT | 3 | $0.05 | $0.05 | - | - | - | 0.0 |
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Option values are updated at end of day.
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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 mike Chen?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices Inc - $2.45M, General Electric Company - $1.64M, Applied Materials Inc - $1.6M, Sandisk Corp - $903,269.89, and GE Vernova Inc - $798,268.38. 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: PayPal Holdings, Inc - $954,349.9, Alphabet Inc - $855,648.8, IQVIA Holdings Inc - $711,271.05, Salesforce, Inc - $706,830.64, and Revvity Inc - $565,093.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does mike Chen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.34M earned over time. The largest contributors to dividend income include Nuveen Floating Rate Income Fund - $944,479.55, Johnson & Johnson - $454,953.65, Invesco Variable Rate Preferred ETF - $319,382.73, Microsoft Corporation Common Stock - $312,962.53, and JPMorgan Chase & Co - $287,096.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are mike Chen's monthly returns?
mike Chen's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can mike Chen's strategy be considered aggressive or moderate?
mike Chen's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow mike Chen's strategy?
mike Chen'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.
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