Barry Oliver Portfolio
Invests via Capital Performance Advisors LLP | Managed by Barry W. Oliver, John Haden Werhan, David Kristian Harlow
Invests via Capital Performance Advisors LLP
Managed by Barry W. Oliver, John Haden Werhan, David Kristian Harlow
Automatically Tracked
Barry Oliver Profile
With a rich background in corporate strategy and executive leadership, Barry Oliver has carved out a significant niche within the technology sector. He is known for spearheading transformative initiatives that have driven substantial growth and innovation across multiple organizations. His experience encompasses roles at leading firms where he has successfully navigated complex market environments and forged strategic partnerships. Recognized for his ability to identify emerging trends, Oliver plays a critical role in shaping business direction while also serving as an advisor to startup ventures aiming to scale effectively in competitive landscapes.
With a rich background in corporate strategy and executive leadership, Barry Oliver has carved out a significant niche within the technology sector. He is known for spearheading transformative initiatives that have driven substantial growth and innovation across multiple organizations. His experience encompasses roles at leading firms where he has successfully navigated complex market environments and forged strategic partnerships. Recognized for his ability to identify emerging trends, Oliver plays a critical role in shaping business direction while also serving as an advisor to startup ventures aiming to scale effectively in competitive landscapes.
Investment Philosophy & Strategy
Identifying significant trends is pivotal for sustainable investment growth in technology. Barry Oliver leverages his extensive leadership experience to prioritize sectors ripe for innovation and operational improvement. His focus on backing startups aligns with a vision of fostering disruptive technologies that meet evolving consumer demands. This approach facilitates strategic partnerships aimed at amplifying market reach and creating competitive advantages, while also reflecting a commitment to supporting entrepreneurial ecosystems. By nurturing scalable ventures, he effectively channels capital into high-potential opportunities that promise long-term returns.
Identifying significant trends is pivotal for sustainable investment growth in technology. Barry Oliver leverages his extensive leadership experience to prioritize sectors ripe for innovation and operational improvement. His focus on backing startups aligns with a vision of fostering disruptive technologies that meet evolving consumer demands. This approach facilitates strategic partnerships aimed at amplifying market reach and creating competitive advantages, while also reflecting a commitment to supporting entrepreneurial ecosystems. By nurturing scalable ventures, he effectively channels capital into high-potential opportunities that promise long-term returns.
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:
135.97%
Gain -0.17%
Monthly
1.48%
Yearly
19.25%
Drawdown
28.57%
$1.58B
Equity
Holdings
$1.58B
Investment
$1.32B
$306.74M
Profit -$2.16M
Realized
$47.54M
Unrealized
$259.2M
Dividends
$30.8M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$2.16M
Win %
79%
This Week
Compared To Last Week
Gain
-1.23%
Profit
-$19.66M
Win %
79%
This Month
Compared to last month
Gain
-0.65%
Profit
-$10.25M
Win %
79%
This Year
Compared to last year
Gain
1.74%
Profit
$27.48M
Win %
75%
NU Nu Holdings Ltd.
+9.33%
+$21,828.3 
SNDK SanDisk Corporation
+7.39%
+$13,334 
AMD Advanced Micro Devices, Inc.
+6.5%
+$129,034.56 
NEXT NextDecade Corporation
+6.05%
+$4,920 
HCAT Health Catalyst Inc.
+5.71%
+$1,836.6 
CERS Cerus Corporation
+5.28%
+$1,651.5 
AMPX Amprius Technologies Inc.
+4.77%
+$7,077.12 
GLW Corning Incorporated
+4.7%
+$77,919.76 
SLB Schlumberger Limited
+3.29%
+$9,169.01 
NEM Newmont Corporation
+3.13%
+$16,261.35 
MIST Milestone Pharmaceuticals Inc.
+2.8%
+$442.68 
CMG Chipotle Mexican Grill, Inc.
+2.73%
+$7,039.01 
MU Micron Technology, Inc.
+2.3%
+$41,848.01 
HWM Howmet Aerospace Inc.
+2.25%
+$23,849.92 
GE General Electric Company
+2.15%
+$21,648.75 
SNAP Snap Inc.
+2.08%
+$4,335.76 
GLP Global Partners L.P.
+2.01%
+$5,233 
DIS The Walt Disney Company
+1.96%
+$12,476.3 
COP ConocoPhillips
+1.81%
+$11,799.46 
HAFN Hafnia Ltd
+1.71%
+$1,602.25 
GNW Genworth Financial Inc.
+1.7%
+$7,047.86 
B BARRICK MINING CORP Common Stock (ABR0)
+1.69%
+$5,631.09 
DHT DHT Holdings Inc.
+1.67%
+$3,542.08 
CI The Cigna Group
+1.64%
+$4,515.17 
TTE TotalEnergies SE
+1.47%
+$6,517.74 
JCI Johnson Controls International plc
+1.45%
+$4,031.79 
MCK McKesson Corporation
+1.44%
+$5,453.33 
XLE Energy Select Sector SPDR Fund
+1.39%
+$6,331.64 
BABA Alibaba Group Holding Limited SP ADR
+1.35%
+$7,933.2 
GEV GE Vernova Inc.
+1.32%
+$9,196.92 
PLUG Plug Power Inc.
+1.3%
+$1,350 
DLR Digital Realty Trust, Inc.
+1.3%
+$4,857.28 
AU AngloGold Ashanti plc
+1.29%
+$3,242.28 
DDOG Datadog, Inc. Class A Common Stock
+1.28%
+$17,983.7 
T AT&T Inc.
+1.26%
+$3,170.99 
VST Vistra Corp
+1.18%
+$4,001.51 
CVX Chevron Corporation
+1.16%
+$6,497.5 
RTX RTX Corporation
+1.13%
+$15,430.53 
CBOE Cboe Global Markets Inc.
+1.04%
+$2,754.02 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.99%
+$7,773.2 
MO Altria Group, Inc.
+0.95%
+$1,853.79 
LIN Linde plc
+0.95%
+$2,201.89 
XOM Exxon Mobil Corporation
+0.94%
+$19,627.9 
SCHW Charles Schwab Corporation
+0.94%
+$4,502.12 
MELI MercadoLibre, Inc.
+0.89%
+$7,397.47 
APH Amphenol Corporation
+0.82%
+$2,603.04 
MISL First Trust Indxx Aerospace & Defense ETF
+0.82%
+$1,817.79 
WFC Wells Fargo & Company
+0.81%
+$4,974.26 
HBAN Huntington Bancshares Incorporated
+0.79%
+$1,535.38 
PM Philip Morris International Inc.
+0.78%
+$5,291 
URG Ur-Energy Inc.
+0.75%
+$450 
RY Royal Bank of Canada
+0.73%
+$2,659.8 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$2,221.35 
TSLA Tesla, Inc.
+0.68%
+$17,015.46 
UNH UnitedHealth Group Incorporated
+0.67%
+$4,846.07 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.66%
+$60,251.88 
GLD SPDR Gold Shares
+0.63%
+$5,052.64 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.63%
+$1,627.36 
BAC Bank of America Corporation
+0.62%
+$10,826.91 
XLU Utilities Select Sector SPDR Fund
+0.61%
+$16,483.98 
SHEL Shell plc
+0.61%
+$1,489.4 
IAU iShares Gold Trust
+0.61%
+$3,033 
QCOM QUALCOMM Incorporated
+0.61%
+$2,775 
BA Boeing Company
+0.58%
+$2,223.06 
AVUV Avantis U.S. Small Cap Value ETF
+0.56%
+$85,558.97 
JSML Janus Henderson Small Cap Growth Alpha Fund
+0.56%
+$4,220.36 
TFPM Triple Flag Precious Metals Corp
+0.54%
+$2,058.02 
VZ Verizon Communications Inc.
+0.54%
+$2,468.7 
TT Trane Technologies plc
+0.53%
+$1,237.43 
IWM iShares Russell 2000 ETF
+0.52%
+$3,825.53 
FXU First Trust Utilities AlphaDEX Fund
+0.52%
+$92,149.5 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$141,188.4 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.46%
+$70,117.69 
WELL Welltower Inc.
+0.46%
+$1,071.36 
DFAT Dimensional US Targeted Value ETF
+0.46%
+$496,903.77 
DISV Dimensional International Small Cap Equity Fund
+0.45%
+$108,095.14 
GM General Motors Company
+0.44%
+$2,423.64 
C Citigroup Inc.
+0.43%
+$1,568.4 
MA Mastercard Incorporated
+0.4%
+$2,961 
DFSV Dimensional US Small Cap Value ETF
+0.39%
+$4,581.44 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.39%
+$2,132.49 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$1,953.36 
USB U.S. Bancorp
+0.38%
+$2,547 
VIS Vanguard Industrials ETF
+0.37%
+$1,135.21 
DFAS Dimensional U.S. Small Cap ETF
+0.37%
+$37,842.32 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.37%
+$8,766.15 
ALL Allstate Corporation
+0.36%
+$1,252.7 
PGR Progressive Corporation
+0.35%
+$927.11 
PWV Invesco Large Cap Value ETF
+0.34%
+$1,631 
D Dominion Energy, Inc.
+0.34%
+$744.51 
KO The Coca-Cola Company
+0.33%
+$2,219.95 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$2,617.25 
AVDV Avantis International Small Cap Value ETF
+0.32%
+$11,137.35 
MNST Monster Beverage Corporation
+0.3%
+$1,446.76 
DFIV Dimensional International Value ETF
+0.29%
+$197,763.89 
CINF Cincinnati Financial Corporation
+0.29%
+$725.5 
ARM Arm Holdings plc American Depositary Receipt
+0.28%
+$733.92 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$5,616.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$666.63 
VB Vanguard Small-Cap ETF
+0.24%
+$35,358.75 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.24%
+$58,267.66 
USRT iShares Core U.S. REIT ETF
+0.24%
+$31,134.4 
BBCA JPMorgan BetaBuilders Canada ETF
+0.23%
+$911.49 
CAT Caterpillar Inc.
+0.23%
+$5,831.29 
AAPL Apple Inc.
+0.22%
+$98,355.33 
MRK Merck & Co., Inc.
+0.21%
+$955.26 
MCD McDonald's Corporation
+0.21%
+$1,064.28 
COPX Global X Copper Miners ETF
+0.21%
+$526.5 
NEE NextEra Energy, Inc.
+0.21%
+$550.25 
DFUV Dimensional US Marketwide Value ETF
+0.21%
+$95,065.56 
VTV Vanguard Value ETF
+0.2%
+$72,959.46 
PG Procter & Gamble Co
+0.2%
+$4,712.66 
AVLV Avantis U.S. Large Cap Value ETF
+0.19%
+$636.49 
DFLV Dimensional US Large Cap Value ETF
+0.19%
+$473.21 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$449.49 
FTLS First Trust Long/Short Equity ETF
+0.18%
+$610.82 
REET iShares Global REIT ETF
+0.18%
+$1,191.9 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.17%
+$523.85 
PECO Phillips Edison & Company, Inc.
+0.17%
+$2,989.35 
SPLV Invesco S&P 500 Low Volatility ETF
+0.17%
+$846.95 
IYR iShares U.S. Real Estate ETF
+0.16%
+$691.72 
GILD Gilead Sciences Inc.
+0.16%
+$1,611.28 
IWS iShares Russell Mid-Cap Value ETF
+0.16%
+$451.44 
HIG The Hartford Insurance Group, Inc.
+0.15%
+$970.64 
FXO First Trust Financials AlphaDEX Fund
+0.15%
+$24,510.3 
VBK Vanguard Small-Cap Growth ETF
+0.15%
+$682.02 
DFGR Dimensional Global Real Estate ETF
+0.14%
+$355.2 
AVDE Avantis International Equity ETF
+0.13%
+$2,294.16 
MDLZ Mondelez International, Inc.
+0.13%
+$369.52 
SDY SPDR S&P Dividend ETF
+0.13%
+$10,792.6 
PEP PepsiCo, Inc.
+0.12%
+$269.09 
WTMF WisdomTree Managed Futures Strategy Fund
+0.12%
+$13,687.8 
LOW Lowe's Companies Inc.
+0.12%
+$284 
IVLU iShares MSCI International Value Factor ETF
+0.11%
+$755.6 
MGV Vanguard Mega Cap Value ETF
+0.11%
+$520.82 
SCHV Schwab U.S. Large-Cap Value ETF
+0.11%
+$274.8 
TRV The Travelers Companies, Inc.
+0.1%
+$356.75 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$998.22 
UBER Uber Technologies, Inc.
+0.09%
+$373.17 
AVUS Avantis U.S. Equity ETF
+0.09%
+$2,824.8 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.08%
+$178.14 
DFAI Dimensional International Core Equity Market ETF
+0.07%
+$29,078.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$965.24 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.05%
+$2,759.44 
SCHF Schwab International Equity ETF
+0.04%
+$444.89 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$73.04 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.03%
+$300.51 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$153.34 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
+0.02%
+$3,514.88 
SO The Southern Company
+0.01%
+$24.2 
FTXL First Trust Nasdaq Semiconductor ETF
+0.01%
+$469.87 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MMM 3M Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BPRE
BPRE
0%
$0 
ASAN Asana Inc.
-7.4%
-$9,964.5 
AVGO Broadcom Inc.
-5.94%
-$215,971.51 
PLX Protalix Biotherapeutics Inc.
-5.93%
-$3,636.5 
AMAT Applied Materials, Inc.
-5.12%
-$58,823.98 
OKTA Okta Inc.
-4.85%
-$13,505.94 
NET Cloudflare Inc.
-4.55%
-$19,625.19 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$120,085.68 
ORCL Oracle Corporation
-3.65%
-$31,350 
BX Blackstone Inc.
-3.61%
-$87,846.55 
PANW Palo Alto Networks, Inc.
-2.96%
-$17,806.16 
PLTR Palantir Technologies Inc.
-2.78%
-$20,029.11 
KLAC KLA Corporation
-2.7%
-$5,333.6 
BE Bloom Energy Corporation
-2.66%
-$4,741.4 
SHOP Shopify Inc.
-2.66%
-$47,324.5 
JBLU JetBlue Airways Corporation
-2.59%
-$2,712.15 
CRM Salesforce Inc
-2.56%
-$20,521.28 
NOW ServiceNow, Inc.
-2.55%
-$16,045.25 
MDB MongoDB Inc.
-2.53%
-$7,140.13 
SNOW Snowflake Inc.
-2.51%
-$17,114.56 
ADSK Autodesk, Inc.
-2.44%
-$23,417.06 
LLY Eli Lilly and Company
-2.38%
-$66,735.69 
ANET Arista Networks, Inc.
-2.36%
-$33,465.53 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$14,484.95 
HONA Honeywell Aerospace Inc.
-2.03%
-$4,450.5 
INTC Intel Corporation
-1.97%
-$6,509.6 
ISRG Intuitive Surgical, Inc.
-1.69%
-$3,420.55 
ORLY O'Reilly Automotive Inc.
-1.65%
-$9,458.44 
SCCO Southern Copper Corporation
-1.59%
-$3,673.2 
CSCO Cisco Systems, Inc.
-1.58%
-$9,069.93 
RCL Royal Caribbean Group
-1.57%
-$8,945.04 
LRCX Lam Research Corporation
-1.38%
-$36,995.56 
UNP Union Pacific Corporation
-1.38%
-$3,990.83 
FDN First Trust Dow Jones Internet Index Fund
-1.3%
-$335,404.3 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$3,366.81 
BMY Bristol-Myers Squibb Company
-1.27%
-$3,702.3 
IBM International Business Machines Corporation
-1.19%
-$11,889.08 
ADP Automatic Data Processing Inc.
-1.18%
-$3,453.14 
TJX The TJX Companies, Inc.
-1.1%
-$2,733.6 
SPCX Space Exploration Technologies Corp. Class A
-1.08%
-$3,254.3 
KR Kroger Co.
-0.94%
-$5,230.44 
AMZN Amazon.com Inc
-0.94%
-$88,330.52 
ULTA Ulta Beauty Inc.
-0.94%
-$3,957.23 
META Meta Platforms Inc Class A
-0.86%
-$50,109.34 
HD The Home Depot, Inc.
-0.83%
-$16,119.95 
SBUX Starbucks Corporation
-0.79%
-$3,409.04 
BITB Bitwise Bitcoin ETF
-0.76%
-$5,141.24 
GBTC Grayscale Bitcoin Trust ETF
-0.75%
-$4,030.77 
DELL Dell Technologies Inc.
-0.75%
-$2,109.01 
IBIT iShares Bitcoin Trust
-0.73%
-$4,173.39 
MAIN Main Street Capital Corporation
-0.73%
-$4,521.88 
TGT Target Corporation
-0.66%
-$2,226.84 
JNJ Johnson & Johnson
-0.66%
-$10,871.18 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.64%
-$3,694.6 
AMGN Amgen Inc.
-0.63%
-$1,572.75 
UMMA Wahed Dow Jones Islamic World Fund
-0.61%
-$1,500.06 
BKNG Booking Holdings Inc.
-0.6%
-$2,035.2 
FER Ferrovial SE
-0.59%
-$1,260.46 
CTAS Cintas Corporation
-0.59%
-$7,935.5 
DE Deere & Company
-0.58%
-$1,856.79 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$56,167.2 
NVS Novartis AG Sponsored ADR
-0.55%
-$1,290.24 
SYK Stryker Corporation
-0.55%
-$4,066.45 
ABBV AbbVie Inc.
-0.54%
-$6,940.08 
AZN AstraZeneca PLC American Depositary Shares
-0.5%
-$1,017.53 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$14,842.41 
GRML Greenland Mines Ltd
-0.49%
-$10.5 
VHT Vanguard Health Care ETF
-0.48%
-$2,042.87 
MS Morgan Stanley
-0.47%
-$1,777.86 
DUK Duke Energy Corporation
-0.46%
-$2,375.76 
VUG Vanguard Growth ETF
-0.43%
-$26,590.59 
IYW iShares U.S. Technology ETF
-0.42%
-$14,515.53 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.42%
-$1,731.6 
ETN Eaton Corporation plc
-0.4%
-$3,523.48 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$11,285.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$13,557.36 
WMT Walmart Inc.
-0.39%
-$4,666.5 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$266,718.58 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.37%
-$2,873 
V Visa Inc. Class A
-0.36%
-$6,514.4 
VGT Vanguard Information Technology ETF
-0.35%
-$3,550.94 
FV First Trust Dorsey Wright Focus 5 ETF
-0.35%
-$3,442.43 
AXP American Express Company
-0.34%
-$1,174.66 
MAGS Roundhill Magnificent Seven Fund
-0.34%
-$736 
OEF iShares S&P 100 ETF
-0.33%
-$1,323.33 
GS The Goldman Sachs Group, Inc.
-0.31%
-$3,412.19 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$1,538.16 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$45,546.9 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$703.68 
MSFT Microsoft Corp.
-0.29%
-$40,088.41 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$5,621.41 
MUB iShares National Muni Bond ETF
-0.28%
-$668.1 
CGHM Capital Group Municipal High-Income ETF
-0.27%
-$3,104.08 
XYZ Block, Inc.
-0.25%
-$972.91 
CB Chubb Limited
-0.25%
-$1,191.09 
HSBC HSBC Holdings plc Sponsored ADR
-0.25%
-$1,460.96 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$3,472.14 
AVEM Avantis Emerging Markets Equity ETF
-0.22%
-$2,409.96 
XCEM Columbia EM Core ex-China ETF
-0.22%
-$23,742.1 
BND Vanguard Total Bond Market Index Fund
-0.22%
-$499.2 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.22%
-$1,676.74 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$96,587.4 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$91,174.74 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.21%
-$3,571.68 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$932.1 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.21%
-$2,433.08 
FDVV Fidelity High Dividend ETF
-0.2%
-$4,400.63 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$52,802.49 
VOO Vanguard S&P 500 ETF
-0.19%
-$4,032.12 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.19%
-$143,185.9 
IVV iShares Core S&P 500 ETF
-0.18%
-$151,117.26 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.18%
-$3,141.86 
XLF Financial Select Sector SPDR Fund
-0.17%
-$4,999.8 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$50,209.6 
DFUS Dimensional U.S. Equity Market ETF
-0.17%
-$241,685.45 
PFF iShares Preferred and Income Securities ETF
-0.16%
-$435.5 
DFAE Dimensional Emerging Core Equity Market ETF
-0.15%
-$300.72 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$2,351.7 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.14%
-$1,008.96 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$8,126.49 
SPSK SP Funds Dow Jones Global Sukuk ETF
-0.14%
-$2,844.75 
SAN Banco Santander S.A. Sponsored ADR
-0.14%
-$390.7 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.14%
-$2,693.74 
GOOGL Alphabet Inc
-0.13%
-$9,193.1 
SCHB Schwab U.S. Broad Market ETF
-0.13%
-$2,590.34 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$8,156.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$7,196.53 
GOOG Alphabet Inc
-0.12%
-$3,048.32 
PHYL PGIM Active High Yield Bond ETF
-0.12%
-$5,318.04 
IYG iShares U.S. Financial Services ETF
-0.11%
-$551.98 
GPIX S&P 500 Core Premium Income Fund
-0.11%
-$346.56 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$1,899.59 
NFLX Netflix, Inc.
-0.1%
-$834.64 
IWV ISHARES RUSSELL 3000 ETF
-0.1%
-$314.11 
VT Vanguard Total World Stock ETF
-0.09%
-$465.64 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$15,840.6 
COST Costco Wholesale Corporation
-0.08%
-$2,405.26 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$5,272.38 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.08%
-$2,287.99 
JPM JPMorgan Chase & Co.
-0.07%
-$6,349.89 
DFAU Dimensional US Core Equity Market ETF
-0.07%
-$2,001.68 
HYLS FT Tactical High Yield ETF
-0.07%
-$156.87 
MRVL Marvell Technology, Inc.
-0.07%
-$194.54 
NVDA NVIDIA Corporation
-0.06%
-$10,345.3 
ECL Ecolab Inc.
-0.05%
-$199.08 
IWD iShares Russell 1000 Value ETF
-0.05%
-$1,120.99 
IYC iShares U.S. Consumer Discretionary ETF
-0.05%
-$500 
EFA iShares MSCI EAFE ETF
-0.05%
-$139.05 
PFE Pfizer Inc.
-0.04%
-$158.37 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$75.6 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$10,592.68 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.02%
-$74.19 
VGK Vanguard FTSE Europe ETF
-0.01%
-$41.6 Events
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Dividends
Dividend Analysis
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| Trades 5565 | Longs Won 2996/5565 53% | Profit Factor 13.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $557,221.42 |
| Average Win $110,581.58 | Best Trade (Aug 15) $21.96M | Sharpe Ratio -9.69 |
| Average Loss -$9,561.13 | Worst Trade (Sep 01) -$1.13M | Z-Score 3.49 (99.95%) |
| Commissions $0 | Avg. Trade Length 8m 3w 2d | Expectancy $55,119.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 166,667 | 150,000 | 133,333 | 116,667 | 100,000 | 83,333 | 66,667 | 50,000 | 33,333 | 16,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 146,799 | $35.61M | $44.91M | - | $9.3M | 26.11% | +0.219% |
| ABBV AbbVie Inc. | 5,103 | $1.1M | $1.27M | - | $172,344.36 | 15.66% | -0.542% |
| ADP Automatic Data Processing Inc. | 1,056 | $214,558.08 | $288,245.75 | - | $73,687.67 | 34.34% | -1.184% |
| ADSK Autodesk, Inc. | 3,717 | $932,271.19 | $935,420.22 | - | $3,149.03 | 0.34% | -2.442% |
| AGG iShares Core U.S. Aggregate Bond ETF | 459,940 | $45.67M | $44.83M | - | -$832,875.15 | -1.82% | -0.215% |
| ALL Allstate Corporation | 1,347 | $279,286.98 | $352,119.27 | - | $72,832.29 | 26.08% | +0.357% |
| AMAT Applied Materials, Inc. | 2,150 | $457,461 | $1.09M | - | $632,975.98 | 138.37% | -5.118% |
| AMD Advanced Micro Devices, Inc. | 4,112 | $774,463.04 | $2.12M | - | $1.34M | 173.11% | +6.497% |
| AMGN Amgen Inc. | 598 | $210,406.3 | $248,295.57 | - | $37,889.27 | 18.01% | -0.629% |
| AMPX Amprius Technologies Inc. | 12,416 | $209,333.76 | $155,324.16 | - | -$54,009.6 | -25.8% | +4.774% |
| AMZN Amazon.com Inc | 35,617 | $7.4M | $9.35M | - | $1.96M | 26.46% | -0.935% |
| ANET Arista Networks, Inc. | 6,972 | $872,126.16 | $1.39M | - | $514,046.95 | 58.94% | -2.357% |
| APH Amphenol Corporation | 7,656 | $239,750.34 | $319,848.54 | - | $80,098.2 | 33.41% | +0.821% |
| ARM Arm Holdings plc American Depositary Receipt | 929 | $329,395.54 | $259,599.76 | - | -$69,795.78 | -21.19% | +0.284% |
| ASAN Asana Inc. | 13,650 | $87,360 | $124,761 | - | $37,401 | 42.81% | -7.396% |
| ASML ASML Holding N.V. New York Registry Shares | 244 | $298,691.34 | $449,955.51 | - | $151,264.17 | 50.64% | -0.207% |
| AU AngloGold Ashanti plc | 2,636 | $185,389.88 | $253,846.8 | - | $68,456.92 | 36.93% | +1.294% |
| AVDE Avantis International Equity ETF | 19,118 | $1.15M | $1.8M | - | $649,358.93 | 56.31% | +0.127% |
| AVDV Avantis International Small Cap Value ETF | 31,821 | $1.77M | $3.53M | - | $1.75M | 98.82% | +0.317% |
| AVEM Avantis Emerging Markets Equity ETF | 11,476 | $664,588.16 | $1.07M | - | $410,254 | 61.73% | -0.224% |
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FAQ
Which stocks have generated the highest profits for Barry Oliver?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $5.89M, Dimensional U.S. Core Equity 2 ETF - $5.12M, NVIDIA Corporation - $5.02M, Dimensional International Value ETF - $3.92M, and Dimensional US Targeted Value ETF - $3.63M. 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: Atlassian Corporation Class A - $488,531.39, Honeywell International Inc - $433,520.68, Adobe Inc - $313,127.07, Salesforce Inc - $261,283.87, and Gap Inc-The - $224,041.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Barry Oliver's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.8M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $3.64M, Dimensional US Targeted Value ETF - $3.01M, Dimensional U.S. Core Equity 2 ETF - $2.62M, iShares Core U.S. Aggregate Bond ETF - $1.81M, and Dimensional US Marketwide Value ETF - $1.51M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Barry Oliver's monthly returns?
Barry Oliver'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 Barry Oliver's strategy be considered aggressive or moderate?
Barry Oliver'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 Barry Oliver's strategy?
Barry Oliver's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
