BO
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:
30.54%
Gain +1.07%
Monthly
0.4%
Yearly
4.88%
Drawdown
18.65%
$1.04B
Equity
Holdings
$1.04B
Investment
$816.89M
$224.48M
Profit +$12.26M
Realized
$4.53M
Unrealized
$219.95M
Dividends
$23.04M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.07%
Profit
$12.26M
Win %
77%
This Week
Compared To Last Week
Gain
0.48%
Profit
$4.93M
Win %
77%
This Month
Compared to last month
Gain
0.23%
Profit
$2.4M
Win %
77%
This Year
Compared to last year
Gain
10.88%
Profit
$101.71M
Win %
77%
ROKU Roku, Inc.
+20.08%
+$66,559.42 
STX Seagate Technology Holdings plc
+7.21%
+$52,487.82 
INTC Intel Corporation
+6.48%
+$191,660.3 
WDC Western Digital Corporation
+6.36%
+$149,642.11 
KLAC KLA Corporation
+5.55%
+$378,540.8 
DHT DHT Holdings Inc.
+5.5%
+$10,679.88 
SNDK SanDisk Corporation
+5.24%
+$95,237.94 
AMD Advanced Micro Devices, Inc.
+4.73%
+$62,724.56 
ANET Arista Networks, Inc.
+4.38%
+$44,230.45 
QCOM QUALCOMM Incorporated
+4.28%
+$22,993.29 
TFPM Triple Flag Precious Metals Corp
+4.14%
+$16,683.12 
MKTX MarketAxess Holdings Inc.
+3.92%
+$9,370.8 
AU AngloGold Ashanti plc
+3.73%
+$11,243.7 
CCL Carnival Corporation Ltd.
+3.72%
+$10,118.74 
GEV GE Vernova Inc.
+3.65%
+$37,713.34 
GWRE GUIDEWIRE SOFTWARE INC
+3.42%
+$4,529.44 
TSN Tyson Foods Inc.
+3.2%
+$8,061.62 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$15,094.94 
FCX Freeport-McMoRan Inc.
+3.1%
+$13,969.89 
HAFN Hafnia Ltd
+3.02%
+$3,327.06 
MKSI MKS Instruments Inc.
+3%
+$13,221.75 
BCS Barclays PLC Sponsored ADR
+2.83%
+$6,276.2 
PNFP Pinnacle Financial Partners Inc.
+2.82%
+$7,460.64 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$10,455.5 
CME CME Group Inc.
+2.79%
+$16,879.94 
RHI Robert Half Inc.
+2.75%
+$9,938.88 
SCHW Charles Schwab Corporation
+2.73%
+$8,436.12 
RL Ralph Lauren Corporation
+2.72%
+$15,240.33 
ZS Zscaler Inc.
+2.7%
+$4,327.29 
NEM Newmont Corporation
+2.69%
+$22,623.26 
AMAT Applied Materials, Inc.
+2.64%
+$42,821.91 
CNC Centene Corporation
+2.61%
+$35,686.68 
GS The Goldman Sachs Group, Inc.
+2.61%
+$27,685.25 
UAL United Airlines Holdings, Inc.
+2.58%
+$10,033.68 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+2.52%
+$8,531.4 
T AT&T Inc.
+2.48%
+$13,898.31 
SAN Banco Santander S.A. Sponsored ADR
+2.47%
+$8,823.22 
VZ Verizon Communications Inc.
+2.46%
+$9,191.49 
JPM JPMorgan Chase & Co.
+2.3%
+$77,427.39 
HCA HCA Healthcare Inc.
+2.3%
+$4,541.39 
USB U.S. Bancorp
+2.27%
+$16,240.07 
VMC Vulcan Materials Company
+2.25%
+$6,770.63 
AXP American Express Company
+2.18%
+$7,686.71 
CAG Conagra Brands Inc.
+2.16%
+$3,687.93 
HSBC HSBC Holdings plc Sponsored ADR
+2.12%
+$13,779.84 
SYK Stryker Corporation
+2.11%
+$3,895.37 
PM Philip Morris International Inc.
+2.04%
+$21,174.72 
PLX Protalix Biotherapeutics Inc.
+1.95%
+$1,039 
DINO HF Sinclair Corporation
+1.95%
+$6,998.56 
AMP Ameriprise Financial, Inc.
+1.94%
+$4,786.25 
TGT Target Corporation
+1.94%
+$7,544.75 
AXS AXIS Capital Holdings Limited
+1.94%
+$5,979.14 
MLI Mueller Industries Inc.
+1.93%
+$6,277.05 
FIX Comfort Systems USA, Inc.
+1.87%
+$32,250.34 
BBY Best Buy Co., Inc.
+1.85%
+$7,075.64 
TSLA Tesla, Inc.
+1.82%
+$69,371.12 
HBAN Huntington Bancshares Incorporated
+1.8%
+$4,149.04 
TMUS T-Mobile US, Inc.
+1.78%
+$3,648.71 
AMCR Amcor plc
+1.7%
+$1,393.18 
CCEP Coca-Cola Europacific Partners PLC
+1.69%
+$4,285.05 
CFG Citizens Financial Group, Inc.
+1.68%
+$4,145.12 
WFC Wells Fargo & Company
+1.64%
+$11,206.35 
ACN Accenture plc Class A
+1.64%
+$6,784.24 
VRT Vertiv Holdings Co
+1.63%
+$12,416 
GLW Corning Incorporated
+1.62%
+$12,729.86 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$13,760.36 
BX Blackstone Inc.
+1.57%
+$12,847.8 
LYG Lloyds Banking Group Plc ADR
+1.57%
+$1,135.6 
PB Prosperity Bancshares Inc.
+1.57%
+$3,837.12 
BTI British American Tobacco p.l.c. ADR
+1.55%
+$3,357.3 
KDP Keurig Dr Pepper Inc.
+1.54%
+$5,660.16 
BAC Bank of America Corporation
+1.5%
+$15,992.44 
DAL Delta Air Lines, Inc.
+1.5%
+$6,908.91 
ZM Zoom Video Communications, Inc.
+1.49%
+$12,465.18 
CAT Caterpillar Inc.
+1.48%
+$10,682.64 
COF Capital One Financial Corporation
+1.47%
+$6,949.24 
MFG Mizuho Financial Group Inc. ADR
+1.47%
+$2,339.82 
CVS CVS Health Corporation
+1.46%
+$6,919.29 
RGLD Royal Gold Inc.
+1.43%
+$4,008.23 
SYF Synchrony Financial
+1.43%
+$3,005.64 
EME EMCOR Group, Inc.
+1.42%
+$4,534.6 
AEG Aegon N.V.
+1.41%
+$1,243.56 
COP ConocoPhillips
+1.39%
+$5,116.74 
XLF Financial Select Sector SPDR Fund
+1.39%
+$4,187.28 
TPR Tapestry Inc.
+1.38%
+$12,725.31 
SPGI S&P Global Inc.
+1.37%
+$3,027.44 
TXN Texas Instruments Inc
+1.35%
+$7,091.28 
ADI Analog Devices, Inc.
+1.35%
+$7,603.05 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.35%
+$33,955.18 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$5,232.6 
CCK Crown Holdings Inc.
+1.31%
+$3,724.8 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.31%
+$2,959.17 
ABBV AbbVie Inc.
+1.3%
+$11,660 
NEE NextEra Energy, Inc.
+1.3%
+$3,624.5 
C Citigroup Inc.
+1.27%
+$11,423.95 
ADT ADT Inc.
+1.26%
+$3,031.61 
EVRG Evergy Inc.
+1.26%
+$2,921.36 
MTZ MasTec, Inc. Common Stock
+1.24%
+$4,368.48 
XEL Xcel Energy Inc.
+1.21%
+$5,441.6 
WAB Wabtec Corporation
+1.2%
+$3,984.66 
LRCX Lam Research Corporation
+1.19%
+$49,054.68 
HLT Hilton Worldwide Holdings Inc.
+1.19%
+$3,060.01 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$13,556.25 
VST Vistra Corp
+1.13%
+$4,624.76 
DELL Dell Technologies Inc.
+1.13%
+$9,621.96 
ABNB Airbnb, Inc.
+1.09%
+$7,633.34 
JNJ Johnson & Johnson
+1.07%
+$15,519.3 
V Visa Inc. Class A
+1.05%
+$14,405.47 
HOOD Robinhood Markets, Inc.
+1.04%
+$3,205.44 
IWD iShares Russell 1000 Value ETF
+1.02%
+$17,229.92 
CI The Cigna Group
+1.01%
+$4,611.25 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$108,764.8 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$998,634.1 
VRSK Verisk Analytics Inc.
+0.99%
+$2,289.6 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$2,456.19 
APH Amphenol Corporation
+0.95%
+$7,690.8 
USRT iShares Core U.S. REIT ETF
+0.95%
+$103,207.86 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$134,022.33 
VNQ Vanguard Real Estate ETF
+0.95%
+$3,227.32 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
MTCH Match Group, Inc.
+0.93%
+$2,295.36 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$23,570.26 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$394,702.6 
IWM iShares Russell 2000 ETF
+0.9%
+$6,835.58 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$23,437.78 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$30,390.54 
FER Ferrovial SE
+0.88%
+$2,824.92 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$2,635.47 
MNST Monster Beverage Corporation
+0.87%
+$3,336.8 
THC Tenet Healthcare Corporation
+0.86%
+$2,017.46 
FTNT Fortinet Inc.
+0.85%
+$4,843.44 
PG Procter & Gamble Co
+0.85%
+$7,809.86 
EIX Edison International
+0.84%
+$5,190.49 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.84%
+$3,068.91 
ED Consolidated Edison, Inc.
+0.84%
+$2,145.6 
TRMB Trimble Inc.
+0.84%
+$2,485.98 
PCG PG&E Corporation
+0.83%
+$7,060.62 
VTR Ventas Inc.
+0.83%
+$1,874.6 
REET iShares Global REIT ETF
+0.83%
+$6,714.62 
BKNG Booking Holdings Inc.
+0.82%
+$5,298.75 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$168,031.9 
SDY SPDR S&P Dividend ETF
+0.82%
+$4,513.93 
GE General Electric Company
+0.81%
+$12,776.35 
DFLV Dimensional US Large Cap Value ETF
+0.81%
+$1,987.2 
SO The Southern Company
+0.8%
+$2,066.63 
GM General Motors Company
+0.79%
+$5,194.88 
GNW Genworth Financial Inc.
+0.79%
+$2,989.28 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$331,487.1 
OSK Oshkosh Corporation
+0.76%
+$1,638.12 
DLR Digital Realty Trust, Inc.
+0.76%
+$2,736.54 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$7,634.22 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$2,369.12 
CVX Chevron Corporation
+0.74%
+$3,926.42 
PSX Phillips 66
+0.74%
+$4,402.91 
HD The Home Depot, Inc.
+0.73%
+$7,193.87 
VB Vanguard Small-Cap ETF
+0.73%
+$87,364.84 
UNH UnitedHealth Group Incorporated
+0.72%
+$4,342.38 
MA Mastercard Incorporated
+0.72%
+$5,863.2 
MO Altria Group, Inc.
+0.71%
+$2,458.2 
SCHC Schwab International Small-Cap Equity ETF
+0.71%
+$2,147.6 
PYPL PayPal Holdings Inc
+0.7%
+$1,532.07 
AVUS Avantis U.S. Equity ETF
+0.69%
+$20,255.34 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$62,213.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$442,797 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$1,776 
COST Costco Wholesale Corporation
+0.68%
+$21,565.08 
ROP Roper Technologies Inc.
+0.68%
+$1,111.92 
EVR Evercore Inc.
+0.67%
+$1,714.82 
MS Morgan Stanley
+0.66%
+$3,299.8 
ECL Ecolab Inc.
+0.65%
+$1,843.38 
INCY Incyte Corporation
+0.65%
+$3,634.4 
DUK Duke Energy Corporation
+0.64%
+$2,113.91 
PLTK Playtika Holding Corp
+0.64%
+$231.24 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$5,148.65 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$3,770.42 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$9,191 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$6,230.19 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$16,227.35 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$34,319.25 
AVDE Avantis International Equity ETF
+0.6%
+$10,351.26 
VGT Vanguard Information Technology ETF
+0.6%
+$4,592 
JBLU JetBlue Airways Corporation
+0.6%
+$550.95 
MAIN Main Street Capital Corporation
+0.6%
+$3,259.96 
CMI Cummins Inc.
+0.59%
+$2,663.4 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$13,166.4 
DFIV Dimensional International Value ETF
+0.58%
+$215,789.92 
AEP American Electric Power Company, Inc.
+0.58%
+$1,404.75 
IVV iShares Core S&P 500 ETF
+0.58%
+$366,072.92 
VOO Vanguard S&P 500 ETF
+0.58%
+$8,539.93 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$28,404.38 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$28,415.45 
AIG American International Group Inc.
+0.56%
+$1,339.17 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$1,346.56 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$652,584.24 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$2,070.5 
GOOGL Alphabet Inc
+0.53%
+$35,972.94 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$8,949.5 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$5,427.54 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$6,850.48 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$1,236.78 
GOOG Alphabet Inc
+0.45%
+$16,292.7 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.45%
+$59,239.04 
ROST Ross Stores, Inc.
+0.43%
+$1,242.36 
CINF Cincinnati Financial Corporation
+0.42%
+$1,315.63 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$21,575.85 
PGR Progressive Corporation
+0.41%
+$1,055.04 
WMT Walmart Inc.
+0.41%
+$9,520.5 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$1,151.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$12,955.8 
PEP PepsiCo, Inc.
+0.4%
+$4,852.86 
DG Dollar General Corporation
+0.4%
+$1,925.1 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.4%
+$1,008 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$147,003.12 
BMY Bristol-Myers Squibb Company
+0.4%
+$3,927.6 
GD General Dynamics Corporation
+0.35%
+$1,881.07 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$904 
AME Ametek Inc.
+0.34%
+$890.76 
TTE TotalEnergies SE
+0.32%
+$1,537.2 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$678.4 
SLB Schlumberger Limited
+0.31%
+$1,286.95 
GSK GSK plc Sponsored ADR
+0.31%
+$702.08 
SAP SAP SE Sponsored ADR
+0.31%
+$510 
EFA iShares MSCI EAFE ETF
+0.31%
+$1,078.4 
WM Waste Management, Inc.
+0.31%
+$948.05 
MMM 3M Company
+0.29%
+$1,119.64 
SCHF Schwab International Equity ETF
+0.29%
+$3,506.16 
NMR Nomura Holdings Inc. Sponsored ADR
+0.29%
+$316.1 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+0.28%
+$724.49 
XOM Exxon Mobil Corporation
+0.28%
+$3,864.25 
FTI TechnipFMC plc
+0.27%
+$1,618.42 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$40,151.98 
VUG Vanguard Growth ETF
+0.22%
+$11,298.54 
TRV The Travelers Companies, Inc.
+0.21%
+$837.28 
A Agilent Technologies Inc.
+0.2%
+$746.2 
IQV IQVIA Holdings Inc.
+0.2%
+$565.92 
ALLE Allegion plc
+0.19%
+$365.82 
LECO Lincoln Electric Holdings, Inc.
+0.19%
+$567 
ESTC Elastic N.V.
+0.18%
+$572.11 
HAS Hasbro Inc.
+0.15%
+$366.21 
PFE Pfizer Inc.
+0.15%
+$746.32 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$546.05 
NVDA NVIDIA Corporation
+0.14%
+$24,452.77 
CIEN Ciena Corporation
+0.13%
+$1,066.47 
RY Royal Bank of Canada
+0.12%
+$585.75 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.12%
+$377.52 
VRSN Verisign Inc.
+0.11%
+$874.56 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$436.26 
CB Chubb Limited
+0.1%
+$1,010.14 
UTHR United Therapeutics Corporation
+0.1%
+$315.84 
EXPE Expedia Group, Inc.
+0.1%
+$572.47 
MSFT Microsoft Corp.
+0.1%
+$9,989.2 
LVS Las Vegas Sands Corp.
+0.1%
+$325.25 
KO The Coca-Cola Company
+0.1%
+$841.2 
GAP Gap Inc.
+0.09%
+$167.94 
IAU iShares Gold Trust
+0.09%
+$280 
JBHT J.B. Hunt Transport Services, Inc.
+0.08%
+$543.84 
GLD SPDR Gold Shares
+0.06%
+$258.97 
TJX The TJX Companies, Inc.
+0.06%
+$351.79 
FDX FedEx Corporation
+0.05%
+$432.72 
ORCL Oracle Corporation
+0.05%
+$433.03 
BIIB Biogen Inc.
+0.04%
+$139.23 
PHYL PGIM Active High Yield Bond ETF
+0.03%
+$861.13 
SPSK SP Funds Dow Jones Global Sukuk ETF
+0.03%
+$214.29 
PANW Palo Alto Networks, Inc.
+0.03%
+$203.32 
GBTC Grayscale Bitcoin Trust ETF
+0.02%
+$108.94 
MCD McDonald's Corporation
+0.01%
+$52.07 
HWM Howmet Aerospace Inc.
+0.01%
+$75.29 
AZN
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CFLT Confluent, Inc. Class A Common Stock
0%
$0 
CGHM Capital Group Municipal High-Income ETF
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
EXAS Exact Sciences Corp
0%
$0 
HYLS FT Tactical High Yield ETF
0%
$0 
JCI
0%
$0 
RE Everest Re Group, Ltd.
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SNOW
0%
$0 
WEN The Wendy's Company
0%
$0 
ADBE Adobe Inc.
-6.75%
-$27,934.2 
ADSK Autodesk, Inc.
-3.47%
-$10,088.82 
MDB MongoDB Inc.
-3.42%
-$6,901.97 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.27%
-$15,981.12 
ILMN Illumina, Inc.
-3.15%
-$27,981.6 
DASH DoorDash, Inc.
-2.59%
-$7,177.9 
PLUG Plug Power Inc.
-2.47%
-$2,739.66 
LLY Eli Lilly and Company
-2.41%
-$70,266.3 
PLTR Palantir Technologies Inc.
-2.36%
-$26,135.22 
ALNY Alnylam Pharmaceuticals Inc
-2.26%
-$3,538.14 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$9,485.52 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$7,421.4 
ULTA Ulta Beauty Inc.
-1.82%
-$6,779.08 
NBIX Neurocrine Biosciences Inc.
-1.81%
-$7,776.2 
FIVE Five Below, Inc.
-1.72%
-$4,426.56 
ABT Abbott Laboratories
-1.68%
-$5,768.2 
MEDP Medpace Holdings Inc.
-1.64%
-$6,223.78 
AAPL Apple Inc.
-1.52%
-$489,550.5 
MU Micron Technology, Inc.
-1.42%
-$45,845.92 
MRK Merck & Co., Inc.
-1.41%
-$18,460.03 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$3,023.09 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$4,452.3 
LYFT Lyft Inc.
-1.24%
-$2,949.16 
VEEV Veeva Systems Inc.
-1.24%
-$3,532 
AMZN Amazon.com Inc
-1.23%
-$106,323.2 
AMT American Tower Corporation
-1.16%
-$4,664 
NFLX Netflix, Inc.
-1.14%
-$17,820.66 
BA Boeing Company
-1.13%
-$2,336.81 
UBER Uber Technologies, Inc.
-1.12%
-$4,212.78 
HII Huntington Ingalls Industries Inc.
-1.12%
-$2,268.01 
NYT New York Times Co.
-1.1%
-$2,442.25 
TXT Textron Inc.
-1.01%
-$4,141.05 
IBM International Business Machines Corporation
-0.97%
-$4,664.51 
ALGN Align Technology, Inc.
-0.95%
-$2,329.65 
AVGO Broadcom Inc.
-0.91%
-$36,438.5 
NOW ServiceNow, Inc.
-0.87%
-$3,465.9 
EW Edwards Lifesciences Corporation
-0.77%
-$1,746.36 
TEAM Atlassian Corporation Class A
-0.76%
-$3,650.24 
BDX Becton, Dickinson and Company
-0.75%
-$1,493.81 
TXG 10x Genomics Inc.
-0.72%
-$2,156.07 
EXEL Exelixis Inc.
-0.69%
-$3,062.49 
CSCO Cisco Systems, Inc.
-0.6%
-$6,515.98 
BSX Boston Scientific Corporation
-0.59%
-$741.16 
NVS Novartis AG Sponsored ADR
-0.57%
-$1,692.24 
ETN Eaton Corporation plc
-0.55%
-$1,985.99 
UPS United Parcel Service, Inc.
-0.52%
-$2,371.3 
DOV Dover Corporation
-0.51%
-$1,556.8 
DECK Deckers Outdoor Corporation
-0.45%
-$1,067.6 
BWA BorgWarner Inc.
-0.44%
-$1,670.46 
ISRG Intuitive Surgical, Inc.
-0.44%
-$1,241.65 
TT Trane Technologies plc
-0.42%
-$1,782.87 
MPT Medical Properties Trust, Inc.
-0.4%
-$301.6 
RBLX Roblox Corporation
-0.4%
-$1,471.22 
IT Gartner Inc.
-0.4%
-$510.94 
DHR Danaher Corporation
-0.36%
-$1,155.03 
MCK McKesson Corporation
-0.36%
-$2,206.4 
RTX RTX Corporation
-0.34%
-$1,838.37 
DIS The Walt Disney Company
-0.3%
-$1,292.89 
META Meta Platforms Inc Class A
-0.26%
-$13,432.8 
CRM Salesforce Inc
-0.25%
-$2,298.05 
GILD Gilead Sciences Inc.
-0.22%
-$1,706.04 
SHEL Shell plc
-0.21%
-$585.52 
MDT Medtronic plc
-0.21%
-$1,016.6 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$27,817.79 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$1,927.53 
LOW Lowe's Companies Inc.
-0.12%
-$243.1 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$39,048.48 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.1%
-$14,249.48 
MAGS Roundhill Magnificent Seven Fund
-0.09%
-$192 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$10,445.67 
INTU Intuit Inc.
-0.07%
-$110.16 
TOL Toll Brothers Inc
-0.07%
-$280.54 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$727.5 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$69.69 Events
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Dividends
Dividend Analysis
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| Trades 4810 | Longs Won 1386/4810 28% | Profit Factor 17.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $529,224.03 |
| Average Win $171,768.64 | Best Trade (Jun 12) $21.24M | Sharpe Ratio -8.34 |
| Average Loss -$3,969.43 | Worst Trade (Jun 30) -$456,245.4 | Z-Score -24.81 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 5d | Expectancy $46,669.44 |
| 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 | 250,000 | 225,000 | 200,000 | 175,000 | 150,000 | 125,000 | 100,000 | 75,000 | 50,000 | 25,000 |
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Returns
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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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