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:
119.85%
Gain +0.27%
Monthly
1.47%
Yearly
19.15%
Drawdown
28.5%
$1.67B
Equity
Holdings
$1.67B
Investment
$1.38B
$288.56M
Profit -$596,738.3
Realized
$6.17M
Unrealized
$282.39M
Dividends
$29.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.27%
Profit
-$596,738.3
Win %
78%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$596,738.3
Win %
78%
This Month
Compared to last month
Gain
0.04%
Profit
$695,400.67
Win %
78%
This Year
Compared to last year
Gain
11.49%
Profit
$171.65M
Win %
78%
SNDK SanDisk Corporation
+5.7%
+$73,475.36 
BABA Alibaba Group Holding Limited SP ADR
+5.62%
+$36,608.82 
TER Teradyne, Inc.
+5.34%
+$18,564.19 
RBLX Roblox Corporation
+5.05%
+$11,797.2 
MDB MongoDB Inc.
+4.96%
+$22,478.56 
CHWY Chewy Inc.
+4.3%
+$12,664.8 
MU Micron Technology, Inc.
+4.1%
+$129,279.64 
AMD Advanced Micro Devices, Inc.
+4.1%
+$101,509.33 
NU Nu Holdings Ltd.
+3.94%
+$11,926.22 
INTC Intel Corporation
+3.86%
+$71,697.12 
WDC Western Digital Corporation
+3.82%
+$81,066.5 
HUBS HubSpot, Inc.
+3.54%
+$7,007.49 
DASH DoorDash, Inc.
+3.42%
+$14,994 
DDOG Datadog, Inc. Class A Common Stock
+3.37%
+$65,089.83 
DHT DHT Holdings Inc.
+3.07%
+$6,141.27 
STX Seagate Technology Holdings plc
+3.06%
+$22,278.62 
AVGO Broadcom Inc.
+3%
+$162,469.5 
DINO HF Sinclair Corporation
+2.92%
+$12,885.25 
SNOW Snowflake Inc.
+2.87%
+$32,854.12 
PLTR Palantir Technologies Inc.
+2.82%
+$35,300.72 
FIX Comfort Systems USA, Inc.
+2.74%
+$40,748.78 
CIEN Ciena Corporation
+2.69%
+$16,739.84 
SHOP Shopify Inc.
+2.69%
+$38,933.64 
KNSL Kinsale Capital Group Inc.
+2.68%
+$7,616.67 
CRM Salesforce Inc
+2.52%
+$28,384.96 
MANH Manhattan Associates Inc.
+2.48%
+$6,901.61 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.44%
+$15,612.87 
BITB Bitwise Bitcoin ETF
+2.43%
+$16,709.03 
GBTC Grayscale Bitcoin Trust ETF
+2.41%
+$13,072.8 
IBIT iShares Bitcoin Trust
+2.37%
+$10,247.37 
MOH Molina Healthcare Inc.
+2.32%
+$9,688.32 
GEV GE Vernova Inc.
+2.29%
+$36,018.91 
VEEV Veeva Systems Inc.
+2.23%
+$7,168.8 
FTXL First Trust Nasdaq Semiconductor ETF
+2.18%
+$113,914.35 
TWLO Twilio Inc.
+2.15%
+$8,973.24 
NOC Northrop Grumman Corporation
+2.14%
+$4,114.24 
PODD Insulet Corporation
+2.13%
+$3,926.25 
UAL United Airlines Holdings, Inc.
+2.08%
+$8,198.4 
ISRG Intuitive Surgical, Inc.
+2.08%
+$5,900.91 
JBL Jabil Inc.
+2.06%
+$5,013.9 
MSFT Microsoft Corp.
+2.03%
+$296,017.19 
BURL Burlington Stores Inc.
+1.99%
+$7,513.08 
GOOG Alphabet Inc
+1.9%
+$90,566.37 
VRT Vertiv Holdings Co
+1.89%
+$15,808.01 
MPC Marathon Petroleum Corporation
+1.8%
+$5,046.76 
GOOGL Alphabet Inc
+1.77%
+$197,543.12 
SCCO Southern Copper Corporation
+1.76%
+$4,228.64 
PSX Phillips 66
+1.76%
+$8,772.4 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.73%
+$31,862.18 
HAFN Hafnia Ltd
+1.72%
+$1,747.87 
MTZ MasTec, Inc. Common Stock
+1.71%
+$5,713.33 
CBOE Cboe Global Markets Inc.
+1.7%
+$4,654.65 
GLP Global Partners L.P.
+1.7%
+$4,238.73 
NOW ServiceNow, Inc.
+1.69%
+$14,401.98 
MELI MercadoLibre, Inc.
+1.68%
+$22,190.76 
NBIX Neurocrine Biosciences Inc.
+1.67%
+$8,815.05 
SNAP Snap Inc.
+1.66%
+$3,938.32 
VST Vistra Corp
+1.61%
+$7,162.5 
ULTA Ulta Beauty Inc.
+1.56%
+$12,077.76 
IBM International Business Machines Corporation
+1.51%
+$15,646.81 
S SentinelOne Inc.
+1.46%
+$5,599.97 
ALL Allstate Corporation
+1.42%
+$5,712.89 
IGV iShares Expanded Tech-Software Sector ETF
+1.42%
+$6,543.24 
AMZN Amazon.com Inc
+1.42%
+$181,590.5 
TRMB Trimble Inc.
+1.4%
+$4,269.06 
DD DuPont de Nemours, Inc.
+1.37%
+$3,382.73 
ABT Abbott Laboratories
+1.37%
+$11,204.87 
DOW Dow Inc.
+1.35%
+$2,951.64 
CVX Chevron Corporation
+1.33%
+$12,147.55 
HOOD Robinhood Markets, Inc.
+1.32%
+$4,634.52 
INTU Intuit Inc.
+1.32%
+$3,366.58 
LNG Cheniere Energy Inc.
+1.29%
+$2,522.16 
DLR Digital Realty Trust, Inc.
+1.28%
+$4,422.09 
ANET Arista Networks, Inc.
+1.27%
+$24,618.17 
OMC Omnicom Group Inc.
+1.27%
+$4,358.64 
RTX RTX Corporation
+1.27%
+$18,484.44 
COP ConocoPhillips
+1.25%
+$10,381.8 
HAL Halliburton Company
+1.24%
+$2,653.5 
FTI TechnipFMC plc
+1.23%
+$8,054.39 
KMI Kinder Morgan, Inc.
+1.22%
+$4,255.34 
HII Huntington Ingalls Industries Inc.
+1.2%
+$2,499.35 
NLR VanEck Uranium and Nuclear ETF
+1.11%
+$6,418.28 
FIVE Five Below, Inc.
+1.1%
+$3,662.48 
IT Gartner Inc.
+1.07%
+$2,966.37 
IYW iShares U.S. Technology ETF
+1.06%
+$28,704.54 
PLX Protalix Biotherapeutics Inc.
+1.05%
+$651.27 
FTNT Fortinet Inc.
+1.04%
+$9,979.6 
SCHW Charles Schwab Corporation
+1.04%
+$7,772.19 
V Visa Inc. Class A
+1.03%
+$25,940.32 
XLK State Street Technology Select Sector SPDR ETF
+1.03%
+$26,793.6 
TMUS T-Mobile US, Inc.
+1.02%
+$3,392.76 
EEM iShares MSCI Emerging Markets ETF
+1.01%
+$17,581.44 
EOG EOG Resources, Inc.
+1%
+$2,708.98 
ROST Ross Stores, Inc.
+1%
+$3,869.09 
NVDA NVIDIA Corporation
+0.99%
+$252,503.49 
OXY Occidental Petroleum Corporation
+0.98%
+$2,690.28 
CI The Cigna Group
+0.96%
+$4,928.51 
VGT Vanguard Information Technology ETF
+0.95%
+$9,184.32 
DOX Amdocs Limited
+0.95%
+$2,586 
LVS Las Vegas Sands Corp.
+0.95%
+$2,209.77 
XLE Energy Select Sector SPDR Fund
+0.94%
+$4,719.15 
FCX Freeport-McMoRan Inc.
+0.94%
+$5,324.55 
FDN First Trust Dow Jones Internet Index Fund
+0.94%
+$226,258.89 
GD General Dynamics Corporation
+0.94%
+$5,324.96 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.92%
+$2,995.59 
NEXT NextDecade Corporation
+0.91%
+$850.36 
XOM Exxon Mobil Corporation
+0.87%
+$22,446 
IEMG iShares Core MSCI Emerging Markets ETF
+0.86%
+$51,776.9 
TFPM Triple Flag Precious Metals Corp
+0.84%
+$3,277.27 
ETN Eaton Corporation plc
+0.83%
+$8,282.58 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.83%
+$26,300.61 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$50,874.29 
MDT Medtronic plc
+0.76%
+$2,476.53 
MKTX MarketAxess Holdings Inc.
+0.74%
+$1,659.44 
HON Honeywell International Inc.
+0.73%
+$3,472.43 
IWF iShares Russell 1000 Growth ETF
+0.72%
+$12,618.62 
AEG Aegon N.V.
+0.72%
+$771.62 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.72%
+$2,638.8 
TSN Tyson Foods Inc.
+0.69%
+$2,276 
MMM 3M Company
+0.69%
+$4,412.1 
CW Curtiss-Wright Corporation
+0.68%
+$1,870.93 
MKSI MKS Instruments Inc.
+0.67%
+$3,019.3 
PGR Progressive Corporation
+0.66%
+$1,697.4 
ZM Zoom Video Communications, Inc.
+0.65%
+$3,622.01 
AMPX Amprius Technologies Inc.
+0.64%
+$860.21 
AVEM Avantis Emerging Markets Equity ETF
+0.63%
+$6,533.15 
FV First Trust Dorsey Wright Focus 5 ETF
+0.62%
+$6,442.35 
B BARRICK MINING CORP Common Stock (ABR0)
+0.62%
+$2,062.28 
ROP Roper Technologies Inc.
+0.6%
+$1,701.63 
LMT Lockheed Martin Corporation
+0.6%
+$1,878.8 
QCOM QUALCOMM Incorporated
+0.58%
+$2,201.93 
T AT&T Inc.
+0.57%
+$3,532 
VUG Vanguard Growth ETF
+0.57%
+$35,734.8 
TJX The TJX Companies, Inc.
+0.56%
+$3,766.23 
JBLU JetBlue Airways Corporation
+0.55%
+$555.27 
TXT Textron Inc.
+0.55%
+$2,553.28 
MA Mastercard Incorporated
+0.55%
+$5,936.99 
CRWD CrowdStrike Holdings, Inc.
+0.5%
+$15,663.48 
NYT New York Times Co.
+0.5%
+$1,323.54 
VWO Vanguard FTSE Emerging Markets ETF
+0.49%
+$322,611.73 
NMR Nomura Holdings Inc. Sponsored ADR
+0.48%
+$740.43 
ADI Analog Devices, Inc.
+0.47%
+$2,695.71 
CMCSA Comcast Corp
+0.44%
+$766.18 
PANW Palo Alto Networks, Inc.
+0.44%
+$2,261.7 
CME CME Group Inc.
+0.43%
+$2,438 
META Meta Platforms Inc Class A
+0.43%
+$33,063.52 
VBK Vanguard Small-Cap Growth ETF
+0.41%
+$1,787.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.41%
+$1,524.15 
SYK Stryker Corporation
+0.39%
+$3,485.19 
DUK Duke Energy Corporation
+0.39%
+$2,347.4 
PYPL PayPal Holdings Inc
+0.38%
+$2,710.72 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.38%
+$1,579.85 
BSX Boston Scientific Corporation
+0.37%
+$882.91 
HAS Hasbro Inc.
+0.36%
+$831.9 
BP BP p.l.c. Sponsored ADR
+0.36%
+$684.6 
MTCH Match Group, Inc.
+0.36%
+$1,457.4 
KEYS Keysight Technologies, Inc.
+0.35%
+$912.79 
GNW Genworth Financial Inc.
+0.35%
+$1,469.72 
AMAT Applied Materials, Inc.
+0.34%
+$5,942.8 
GLW Corning Incorporated
+0.33%
+$6,098.11 
SAP SAP SE Sponsored ADR
+0.33%
+$641.83 
HLT Hilton Worldwide Holdings Inc.
+0.32%
+$1,003.6 
EXEL Exelixis Inc.
+0.32%
+$1,310.94 
CINF Cincinnati Financial Corporation
+0.32%
+$1,074.45 
NTNX Nutanix, Inc.
+0.31%
+$968.83 
AXS AXIS Capital Holdings Limited
+0.3%
+$1,093.4 
DAL Delta Air Lines, Inc.
+0.3%
+$1,487.92 
NEM Newmont Corporation
+0.3%
+$2,364.93 
WWD Woodward Inc.
+0.3%
+$848.92 
SYF Synchrony Financial
+0.28%
+$715.47 
APH Amphenol Corporation
+0.27%
+$2,159.6 
EQIX Equinix, Inc.
+0.26%
+$757.53 
VOO Vanguard S&P 500 ETF
+0.25%
+$5,918.38 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$18,535.82 
CNC Centene Corporation
+0.24%
+$2,763.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.24%
+$169,474.78 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$60,623.24 
IVV iShares Core S&P 500 ETF
+0.24%
+$171,221.76 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.23%
+$800.27 
WELL Welltower Inc.
+0.23%
+$742.27 
BNY BlackRock New York Municipal Income Trust
+0.23%
+$1,141.2 
A Agilent Technologies Inc.
+0.23%
+$1,005.57 
DFUS Dimensional U.S. Equity Market ETF
+0.23%
+$312,881.8 
SCHX Schwab U.S. Large-Cap ETF
+0.22%
+$3,842.28 
GPIX S&P 500 Core Premium Income Fund
+0.22%
+$750.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.22%
+$3,255.35 
USB U.S. Bancorp
+0.2%
+$1,730.5 
COF Capital One Financial Corporation
+0.2%
+$857.12 
IWV ISHARES RUSSELL 3000 ETF
+0.2%
+$472.73 
SCHB Schwab U.S. Broad Market ETF
+0.19%
+$3,379.8 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+0.19%
+$403.84 
EME EMCOR Group, Inc.
+0.18%
+$584.26 
FTLS First Trust Long/Short Equity ETF
+0.17%
+$645.19 
PCG PG&E Corporation
+0.17%
+$1,713.66 
AEM Agnico Eagle Mines Limited
+0.15%
+$223.44 
JSML Janus Henderson Small Cap Growth Alpha Fund
+0.15%
+$1,111.66 
MFG Mizuho Financial Group Inc. ADR
+0.15%
+$354.48 
WTMF WisdomTree Managed Futures Strategy Fund
+0.14%
+$16,073.81 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$14,878.69 
MO Altria Group, Inc.
+0.14%
+$900.2 
C Citigroup Inc.
+0.13%
+$1,226.65 
AVUS Avantis U.S. Equity ETF
+0.13%
+$3,888.55 
DFAU Dimensional US Core Equity Market ETF
+0.13%
+$3,345.42 
ADSK Autodesk, Inc.
+0.12%
+$1,084.72 
UBER Uber Technologies, Inc.
+0.11%
+$531.44 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$618.19 
VO Vanguard Mid-Cap ETF
+0.08%
+$280.8 
DG Dollar General Corporation
+0.08%
+$462.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.08%
+$48,026.19 
CVS CVS Health Corporation
+0.07%
+$390.24 
TGT Target Corporation
+0.06%
+$424 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.04%
+$3,467.88 
DFUV Dimensional US Marketwide Value ETF
+0.03%
+$12,007.27 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$248.59 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$114 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$20.85 
IWM iShares Russell 2000 ETF
0%
+$19.08 
BPRE
0%
$0 
DFLV Dimensional US Large Cap Value ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
MRCC Monroe Capital Corporation
0%
$0 
PLUG Plug Power Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ALIT Alight Inc.
-5.96%
-$974.1 
KKR KKR & Co. Inc.
-3.44%
-$8,432.1 
CMG Chipotle Mexican Grill, Inc.
-3.41%
-$23,648.05 
UPS United Parcel Service, Inc.
-3.3%
-$16,573.41 
VMC Vulcan Materials Company
-2.94%
-$8,910.44 
DECK Deckers Outdoor Corporation
-2.91%
-$7,241.6 
TFC Truist Financial Corporation
-2.84%
-$6,794.4 
MHK Mohawk Industries, Inc.
-2.75%
-$6,499.19 
GSK GSK plc Sponsored ADR
-2.68%
-$6,438.86 
AAPL Apple Inc.
-2.48%
-$1.65M 
TOL Toll Brothers Inc
-2.45%
-$12,125.31 
LECO Lincoln Electric Holdings, Inc.
-2.25%
-$6,703.02 
BX Blackstone Inc.
-2.23%
-$26,859.53 
ORCL Oracle Corporation
-2.23%
-$19,497.1 
NFLX Netflix, Inc.
-2.23%
-$35,024.1 
AZN AstraZeneca PLC American Depositary Shares
-2.22%
-$6,315.02 
DELL Dell Technologies Inc.
-2.21%
-$18,378.48 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.99%
-$11,596.38 
LOW Lowe's Companies Inc.
-1.96%
-$10,793.51 
MS Morgan Stanley
-1.96%
-$11,984.77 
NVS Novartis AG Sponsored ADR
-1.96%
-$6,874.84 
SQ Block, Inc.
-1.94%
-$6,212.56 
FDX FedEx Corporation
-1.92%
-$17,798.82 
MRK Merck & Co., Inc.
-1.9%
-$28,691.52 
PEP PepsiCo, Inc.
-1.89%
-$20,031.06 
KMX CarMax Inc.
-1.88%
-$7,079.4 
GE General Electric Company
-1.88%
-$38,992.58 
MNST Monster Beverage Corporation
-1.86%
-$15,508.08 
EVR Evercore Inc.
-1.84%
-$5,329.8 
LLY Eli Lilly and Company
-1.82%
-$78,051.64 
MAIN Main Street Capital Corporation
-1.81%
-$10,560.17 
CCK Crown Holdings Inc.
-1.81%
-$6,763.87 
RY Royal Bank of Canada
-1.8%
-$9,079.2 
TSLA Tesla, Inc.
-1.79%
-$86,292 
DOV Dover Corporation
-1.78%
-$5,649.78 
HD The Home Depot, Inc.
-1.77%
-$41,371.17 
WAB Wabtec Corporation
-1.76%
-$6,209.27 
INCY Incyte Corporation
-1.75%
-$10,616.95 
AA Alcoa Corporation
-1.74%
-$2,353.91 
CSX CSX Corporation
-1.68%
-$4,315.45 
ITW Illinois Tool Works Inc.
-1.66%
-$4,557.87 
WMT Walmart Inc.
-1.64%
-$36,975 
DE Deere & Company
-1.63%
-$3,670.38 
URG Ur-Energy Inc.
-1.63%
-$500 
BKNG Booking Holdings Inc.
-1.61%
-$14,381 
UNP Union Pacific Corporation
-1.58%
-$4,207.14 
AU AngloGold Ashanti plc
-1.58%
-$4,322.12 
BIIB Biogen Inc.
-1.56%
-$5,026.42 
ECL Ecolab Inc.
-1.54%
-$9,165.17 
USFD US Foods Holding Corp
-1.54%
-$3,663 
BA Boeing Company
-1.51%
-$6,427.7 
ORLY O'Reilly Automotive Inc.
-1.46%
-$9,255.96 
JNJ Johnson & Johnson
-1.42%
-$36,241.15 
CAT Caterpillar Inc.
-1.38%
-$27,508.4 
GRMN Garmin Ltd.
-1.38%
-$3,250.8 
ED Consolidated Edison, Inc.
-1.36%
-$3,858.66 
HSBC HSBC Holdings plc Sponsored ADR
-1.36%
-$10,224.31 
CTAS Cintas Corporation
-1.34%
-$17,424 
PLD Prologis Inc.
-1.31%
-$3,230.8 
PNFP Pinnacle Financial Partners Inc.
-1.3%
-$3,657.52 
DIS The Walt Disney Company
-1.27%
-$14,334.4 
MDLZ Mondelez International, Inc.
-1.27%
-$2,797.75 
PNC The PNC Financial Services Group, Inc.
-1.27%
-$12,662.95 
DKNG DraftKings Inc.
-1.26%
-$3,072.2 
CCL Carnival Corporation Ltd.
-1.25%
-$3,151.83 
GGG Graco Inc.
-1.25%
-$2,269.2 
LRCX Lam Research Corporation
-1.25%
-$46,254 
NNN NNN REIT, Inc.
-1.24%
-$2,955.07 
SHEL Shell plc
-1.24%
-$3,904.2 
KLAC KLA Corporation
-1.2%
-$7,497 
KR Kroger Co.
-1.2%
-$5,244.3 
EXPE Expedia Group, Inc.
-1.16%
-$5,394.5 
WFC Wells Fargo & Company
-1.11%
-$11,424.66 
SAN Banco Santander S.A. Sponsored ADR
-1.07%
-$4,435.4 
AEP American Electric Power Company, Inc.
-1.06%
-$2,965.67 
NEE NextEra Energy, Inc.
-1.05%
-$4,797.48 
D Dominion Energy, Inc.
-1.04%
-$3,268.58 
BLK BlackRock, Inc.
-1.04%
-$3,377.44 
AON Aon plc
-1.01%
-$3,016.92 
LYG Lloyds Banking Group Plc ADR
-0.97%
-$1,008.33 
RL Ralph Lauren Corporation
-0.95%
-$5,633.76 
BAC Bank of America Corporation
-0.94%
-$20,089.35 
JBHT J.B. Hunt Transport Services, Inc.
-0.9%
-$7,174.92 
CCJ Cameco Corporation
-0.84%
-$1,383.84 
ES Eversource Energy
-0.83%
-$1,997.02 
PFE Pfizer Inc.
-0.8%
-$4,037.6 
MCK McKesson Corporation
-0.79%
-$5,659.16 
CFG Citizens Financial Group, Inc.
-0.79%
-$2,545.05 
PG Procter & Gamble Co
-0.77%
-$15,278.9 
PB Prosperity Bancshares Inc.
-0.76%
-$2,037.84 
NTRS Northern Trust Corporation
-0.74%
-$2,102.95 
VRTX Vertex Pharmaceuticals Incorporated
-0.74%
-$5,249.86 
GPS Gap Inc-The
-0.73%
-$1,317.3 
TXG 10x Genomics Inc.
-0.73%
-$3,402.88 
MCO Moody's Corporation
-0.69%
-$1,923.48 
ILMN Illumina, Inc.
-0.69%
-$7,056.64 
HBAN Huntington Bancshares Incorporated
-0.69%
-$1,424 
IDXX IDEXX Laboratories, Inc.
-0.68%
-$1,614.08 
VHT Vanguard Health Care ETF
-0.68%
-$2,786.72 
SO The Southern Company
-0.68%
-$1,948.7 
GILD Gilead Sciences Inc.
-0.68%
-$7,830.17 
COST Costco Wholesale Corporation
-0.68%
-$26,422.35 
PH Parker-Hannifin Corporation
-0.66%
-$1,508.09 
MLI Mueller Industries Inc.
-0.66%
-$2,049.06 
BWA BorgWarner Inc.
-0.66%
-$1,977.02 
FXU First Trust Utilities AlphaDEX Fund
-0.66%
-$123,258.52 
VGK Vanguard FTSE Europe ETF
-0.66%
-$2,237.64 
ADBE Adobe Inc.
-0.65%
-$2,181.54 
EXE Expand Energy Corporation
-0.64%
-$1,505.84 
XLU Utilities Select Sector SPDR Fund
-0.63%
-$17,346.81 
SPLV Invesco S&P 500 Low Volatility ETF
-0.63%
-$3,116.64 
TT Trane Technologies plc
-0.61%
-$2,742.61 
GM General Motors Company
-0.61%
-$6,611.84 
SBUX Starbucks Corporation
-0.61%
-$3,705.6 
AME Ametek Inc.
-0.59%
-$1,704.69 
MEDP Medpace Holdings Inc.
-0.59%
-$1,485.37 
TNL Travel + Leisure Co.
-0.59%
-$1,296.02 
BHP BHP Group Ltd.
-0.58%
-$1,299.08 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.57%
-$2,411.5 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.57%
-$137,755.42 
TPR Tapestry Inc.
-0.55%
-$4,701.15 
TRV The Travelers Companies, Inc.
-0.54%
-$4,045.63 
EVRG Evergy Inc.
-0.54%
-$1,355.16 
MRSH Marsh & McLennan Companies, Inc.
-0.52%
-$2,951.65 
DFIV Dimensional International Value ETF
-0.5%
-$282,964.08 
E Eni S.p.A. Sponsored ADR
-0.5%
-$901.5 
HWM Howmet Aerospace Inc.
-0.5%
-$9,125.02 
SLB Schlumberger Limited
-0.5%
-$1,924.88 
IYC iShares U.S. Consumer Discretionary ETF
-0.49%
-$4,950 
JPM JPMorgan Chase & Co.
-0.49%
-$46,621.68 
DFAT Dimensional US Targeted Value ETF
-0.48%
-$508,473.74 
GS The Goldman Sachs Group, Inc.
-0.48%
-$7,249.92 
VIS Vanguard Industrials ETF
-0.45%
-$1,321.32 
TMO Thermo Fisher Scientific Inc.
-0.45%
-$1,331.94 
DFSV Dimensional US Small Cap Value ETF
-0.44%
-$5,092.85 
AXP American Express Company
-0.44%
-$2,302.57 
DFGR Dimensional Global Real Estate ETF
-0.43%
-$1,154.4 
FDVV Fidelity High Dividend ETF
-0.43%
-$9,069.3 
DHR Danaher Corporation
-0.43%
-$1,943.92 
UNH UnitedHealth Group Incorporated
-0.43%
-$5,514.78 
MIST Milestone Pharmaceuticals Inc.
-0.42%
-$73.78 
XLI Industrial Select Sector SPDR Fund
-0.42%
-$2,031.78 
DISV Dimensional International Small Cap Equity Fund
-0.41%
-$87,487.27 
VIG Vanguard Dividend Appreciation ETF
-0.4%
-$21,712.32 
DGRO iShares Core Dividend Growth ETF
-0.4%
-$164,467.09 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.4%
-$8,999.34 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.39%
-$937.98 
ABBV AbbVie Inc.
-0.39%
-$6,238.99 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.39%
-$892.98 
BMY Bristol-Myers Squibb Company
-0.38%
-$5,238.48 
AVDE Avantis International Equity ETF
-0.37%
-$6,423.96 
DFAI Dimensional International Core Equity Market ETF
-0.37%
-$150,120.6 
SDY SPDR S&P Dividend ETF
-0.37%
-$31,427.52 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.36%
-$2,694.77 
EFA iShares MSCI EAFE ETF
-0.36%
-$936.75 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.35%
-$1,857.33 
BTI British American Tobacco p.l.c. ADR
-0.35%
-$892.32 
IVE ISHARES S&P 500 VALUE ETF
-0.35%
-$800.3 
RGLD Royal Gold Inc.
-0.34%
-$905.45 
ASAN Asana Inc.
-0.34%
-$441.71 
AMGN Amgen Inc.
-0.33%
-$999.6 
IEFA iShares Core MSCI EAFE ETF
-0.33%
-$156,277.8 
IVLU iShares MSCI International Value Factor ETF
-0.32%
-$1,920.78 
JCI Johnson Controls International plc
-0.32%
-$2,220.3 
USRT iShares Core U.S. REIT ETF
-0.32%
-$39,437.86 
CMI Cummins Inc.
-0.3%
-$1,577.99 
ASML ASML Holding N.V. New York Registry Shares
-0.3%
-$2,169.36 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.3%
-$4,828.05 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$1,251.18 
BYND Beyond Meat Inc.
-0.29%
-$27.51 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$690.2 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.29%
-$3,207.93 
OSK Oshkosh Corporation
-0.28%
-$639.19 
ABNB Airbnb, Inc.
-0.28%
-$2,399.67 
MCD McDonald's Corporation
-0.27%
-$1,980.52 
PECO Phillips Edison & Company, Inc.
-0.27%
-$5,180.64 
PWV Invesco Large Cap Value ETF
-0.27%
-$1,252.37 
IDMO Invesco S&P International Developed Momentum ETF
-0.27%
-$2,639.04 
IWS iShares Russell Mid-Cap Value ETF
-0.27%
-$675 
FER Ferrovial SE
-0.27%
-$793.05 
LIN Linde plc
-0.26%
-$1,397.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$96,744.45 
EIX Edison International
-0.26%
-$1,897.6 
XEL Xcel Energy Inc.
-0.25%
-$1,203.4 
WM Waste Management, Inc.
-0.25%
-$977.4 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
-0.25%
-$45,010.92 
PM Philip Morris International Inc.
-0.25%
-$3,480.16 
DFAS Dimensional U.S. Small Cap ETF
-0.25%
-$26,345.2 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.24%
-$65,141.67 
VZ Verizon Communications Inc.
-0.23%
-$1,125.92 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.23%
-$30,558.16 
FXO First Trust Financials AlphaDEX Fund
-0.22%
-$36,162.27 
ADT ADT Inc.
-0.21%
-$241.12 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.21%
-$6,105.32 
IJH iShares Core S&P Mid-Cap ETF
-0.21%
-$777.44 
IYG iShares U.S. Financial Services ETF
-0.21%
-$962 
NET Cloudflare Inc.
-0.21%
-$1,229.02 
IWD iShares Russell 1000 Value ETF
-0.21%
-$4,461.44 
TXRH Texas Roadhouse Inc.
-0.21%
-$627.71 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.21%
-$3,697.79 
CSCO Cisco Systems, Inc.
-0.2%
-$2,267.76 
KO The Coca-Cola Company
-0.2%
-$1,830.56 
EW Edwards Lifesciences Corporation
-0.19%
-$421.92 
XLF Financial Select Sector SPDR Fund
-0.19%
-$5,313.63 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.18%
-$28,673.55 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.18%
-$1,247.03 
AVUV Avantis U.S. Small Cap Value ETF
-0.18%
-$26,073.96 
IAU iShares Gold Trust
-0.17%
-$562.5 
GLD SPDR Gold Shares
-0.16%
-$1,153.8 
REET iShares Global REIT ETF
-0.16%
-$1,131.39 
VTV Vanguard Value ETF
-0.16%
-$54,158.26 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$41,030.62 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.14%
-$6,909 
SCHF Schwab International Equity ETF
-0.14%
-$1,697.96 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$416.78 
BBY Best Buy Co., Inc.
-0.12%
-$464.1 
CGHM Capital Group Municipal High-Income ETF
-0.12%
-$1,061.85 
REGN Regeneron Pharmaceuticals, Inc.
-0.12%
-$620.12 
VRSN Verisign Inc.
-0.12%
-$626.24 
SCHV Schwab U.S. Large-Cap Value ETF
-0.1%
-$241.57 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$11,980.6 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$6,888.35 
AVLV Avantis U.S. Large Cap Value ETF
-0.09%
-$282.88 
SPSK SP Funds Dow Jones Global Sukuk ETF
-0.08%
-$643 
ADP Automatic Data Processing Inc.
-0.08%
-$366.6 
AVDV Avantis International Small Cap Value ETF
-0.08%
-$2,561.84 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$776.44 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.07%
-$1,676.44 
HYLS FT Tactical High Yield ETF
-0.06%
-$128.57 
XCEM Columbia EM Core ex-China ETF
-0.06%
-$6,029.2 
HIG The Hartford Insurance Group, Inc.
-0.05%
-$342.05 
TTE TotalEnergies SE
-0.05%
-$261.56 
VB Vanguard Small-Cap ETF
-0.04%
-$4,838.66 
RGA Reinsurance Group of America, Inc.
-0.04%
-$93 
HCA HCA Healthcare Inc.
-0.03%
-$55.97 
SPGI S&P Global Inc.
-0.02%
-$110.84 
PHYL PGIM Active High Yield Bond ETF
-0.01%
-$543.12 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.01%
-$103.79 
FRT Federal Realty Investment Trust
-0.01%
-$21.74 
CB Chubb Limited
-0.01%
-$55.14 
RCL Royal Caribbean Group
0%
-$18.75 
AMP Ameriprise Financial, Inc.
0%
-$5.82 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5267 | Longs Won 1728/5267 32% | Profit Factor 18.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $541,605.11 |
| Average Win $176,376.61 | Best Trade (Jul 22) $20.27M | Sharpe Ratio -11.18 |
| Average Loss -$4,581.67 | Worst Trade (Jul 24) -$575,033.5 | Z-Score -22.71 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w | Expectancy $54,787.22 |
| 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 | 333,333 | 300,000 | 266,667 | 233,333 | 200,000 | 166,667 | 133,333 | 100,000 | 66,667 | 33,333 |
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
FAQ
Which stocks have generated the highest profits for Barry Oliver?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $4.67M, Dimensional International Value ETF - $3.92M, Dimensional US Targeted Value ETF - $3.63M, Dimensional US Marketwide Value ETF - $1.69M, and iShares Core U.S. Aggregate Bond ETF - $1.45M. 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: Amazon.com Inc - $305,005.82, Tesla, Inc - $299,725.83, American Well Corporation - $215,514.95, Robert Half Inc - $177,994.97, and Molina Healthcare Inc - $117,405.27. 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 $29.67M 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, Dimensional US Marketwide Value ETF - $1.51M, and iShares Core U.S. Aggregate Bond ETF - $1.47M. 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.
