Birchbrook Inc. Portfolio
Invests via Birchbrook Inc. | Managed by Lucie E. Estabrook, Jennifer L. Eastman, Charles J. "CJ" Mussallem, Jenifer L. Butler, Brett S. Miller
Invests via Birchbrook Inc.
Managed by Lucie E. Estabrook, Jennifer L. Eastman, Charles J. "CJ" Mussallem, Jenifer L. Butler, Brett S. Miller
Automatically Tracked
Company Profile
Privately held operating and investment vehicle focused on mid-market energy and infrastructure projects with an emphasis on renewable transition assets and asset optimization. Birchbrook Inc. deploys capital through direct investments and joint ventures, targeting stable cash flows, operational improvements and ESG-aligned upgrades. Market positioning combines project-level engineering expertise with sponsor-style capital allocation, appealing to yield-seeking allocators and strategic corporate partners. Typical deal sizes are mid-cap and growth-stage assets where operational uplift and regulatory arbitrage can create value.
Privately held operating and investment vehicle focused on mid-market energy and infrastructure projects with an emphasis on renewable transition assets and asset optimization. Birchbrook Inc. deploys capital through direct investments and joint ventures, targeting stable cash flows, operational improvements and ESG-aligned upgrades. Market positioning combines project-level engineering expertise with sponsor-style capital allocation, appealing to yield-seeking allocators and strategic corporate partners. Typical deal sizes are mid-cap and growth-stage assets where operational uplift and regulatory arbitrage can create value.
Investment Philosophy & Strategy
Targets mid‑market energy and infrastructure opportunities that marry yield with operational upside, prioritizing renewable transition assets and asset optimization. Capital is allocated via direct investments and joint ventures, favoring mid‑cap and growth‑stage projects where engineering-led improvements, regulatory arbitrage and ESG upgrades can convert technical exposure into predictable cash flow. Underwriting emphasizes asset-level stress testing, conservative leverage, sponsor alignment and measurable decarbonization pathways. Portfolio strategy blends income orientation with active value creation, partnering with strategic corporates and yield-seeking allocators to scale de‑risked, cash-generative platforms.
Targets mid‑market energy and infrastructure opportunities that marry yield with operational upside, prioritizing renewable transition assets and asset optimization. Capital is allocated via direct investments and joint ventures, favoring mid‑cap and growth‑stage projects where engineering-led improvements, regulatory arbitrage and ESG upgrades can convert technical exposure into predictable cash flow. Underwriting emphasizes asset-level stress testing, conservative leverage, sponsor alignment and measurable decarbonization pathways. Portfolio strategy blends income orientation with active value creation, partnering with strategic corporates and yield-seeking allocators to scale de‑risked, cash-generative platforms.
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:
6.11%
Gain
Monthly
0.19%
Yearly
2.36%
Drawdown
19.11%
$211.85M
Equity
Holdings
$211.85M
Investment
$179.72M
$41.4M
Profit -$916,283.03
Realized
$9.27M
Unrealized
$32.13M
Dividends
$11.66M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$916,283.03
Win %
71%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$1.52M
Win %
71%
This Month
Compared to last month
Gain
-0.5%
Profit
-$1.06M
Win %
71%
This Year
Compared to last year
Gain
-0.49%
Profit
-$1.05M
Win %
71%
TRV The Travelers Companies, Inc.
+7.74%
+$2,615 
XE X-Energy Inc.
+3.8%
+$5.25 
MU Micron Technology, Inc.
+3.74%
+$3,283.64 
PARR Par Pacific Holdings Inc.
+2.83%
+$7,074.65 
RKLB Rocket Lab Corporation
+2.82%
+$9.5 
ALL Allstate Corporation
+2.7%
+$555.05 
GE General Electric Company
+2.54%
+$7,629.71 
CSCO Cisco Systems, Inc.
+2.33%
+$7,452.16 
PANW Palo Alto Networks, Inc.
+2.33%
+$29,790.75 
CB Chubb Limited
+2.19%
+$3,114.02 
HONA Honeywell Aerospace Inc.
+2.08%
+$9,274.58 
NOC Northrop Grumman Corporation
+1.93%
+$2,999.99 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.86%
+$14.8 
PSX Phillips 66
+1.83%
+$3,440.8 
XOM Exxon Mobil Corporation
+1.7%
+$22,019.58 
GEV GE Vernova Inc.
+1.57%
+$2,837.07 
REZI Resideo Technologies Inc.
+1.54%
+$2.85 
MO Altria Group, Inc.
+1.53%
+$1,393.75 
BP BP p.l.c. Sponsored ADR
+1.47%
+$258.94 
OXY Occidental Petroleum Corporation
+1.42%
+$196.08 
CVX Chevron Corporation
+1.4%
+$5,540.4 
F Ford Motor Company
+1.37%
+$264.62 
JNJ Johnson & Johnson
+1.37%
+$12,264.12 
BMY Bristol-Myers Squibb Company
+1.31%
+$699.15 
ABT Abbott Laboratories
+1.27%
+$291.06 
ABBV AbbVie Inc.
+1.23%
+$1,808.95 
CVS CVS Health Corporation
+1.14%
+$5,160.65 
PHYS Sprott Physical Gold Trust
+1.12%
+$84.42 
AMX América Móvil, S.A.B. de C.V.
+1.11%
+$348 
RTX RTX Corporation
+1.08%
+$892.5 
SOLS Sollensys Corp
+1.06%
+$59.52 
DVN Devon Energy Corporation
+1.05%
+$30.6 
WELL Welltower Inc.
+1.04%
+$151.2 
EVTL Vertical Aerospace Ltd.
+1.03%
+$1.05 
RGA Reinsurance Group of America, Inc.
+1.01%
+$46.17 
CRWD CrowdStrike Holdings, Inc.
+1.01%
+$14,932.2 
GLDM SPDR Gold MiniShares Trust
+1%
+$9.48 
CAT Caterpillar Inc.
+0.99%
+$3,472 
COP ConocoPhillips
+0.96%
+$8,198.26 
PM Philip Morris International Inc.
+0.96%
+$2,140.72 
XLE Energy Select Sector SPDR Fund
+0.94%
+$471.33 
FDXF FedEx Freight Holding Company Inc.
+0.92%
+$1,169.07 
FENY Fidelity MSCI Energy Index ETF
+0.92%
+$5.8 
SMR NuScale Power Corporation
+0.92%
+$14 
OFRM Once Upon a Farm PBC
+0.87%
+$26.56 
LMT Lockheed Martin Corporation
+0.8%
+$5,784.63 
FTNT Fortinet Inc.
+0.77%
+$10,119.64 
GTX Garrett Motion Inc.
+0.74%
+$0.7 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.7%
+$333.2 
BHP BHP Group Ltd.
+0.69%
+$52.08 
PAA Plains All American Pipeline, L.P.
+0.65%
+$62 
HAL Halliburton Company
+0.6%
+$168 
SQ Block, Inc.
+0.57%
+$35.25 
MCK McKesson Corporation
+0.52%
+$438.5 
CP Canadian Pacific Kansas City Limited
+0.52%
+$138.24 
LHX L3Harris Technologies, Inc.
+0.48%
+$31.74 
NUE Nucor Corporation
+0.48%
+$21.66 
SLF Sun Life Financial Inc.
+0.47%
+$498.57 
TLT iShares 20+ Year Treasury Bond ETF
+0.47%
+$34,296.27 
KR Kroger Co.
+0.43%
+$36.47 
VTRS Viatris Inc.
+0.43%
+$53.33 
SYY Sysco Corporation
+0.42%
+$120.75 
GD General Dynamics Corporation
+0.38%
+$280 
MRK Merck & Co., Inc.
+0.36%
+$1,127 
QBTS D-Wave Quantum Inc.
+0.34%
+$11.66 
OKE ONEOK, Inc.
+0.33%
+$33.17 
WBD Warner Bros. Discovery, Inc.
+0.33%
+$6.56 
WPC W. P. Carey Inc.
+0.32%
+$19.2 
JPM JPMorgan Chase & Co.
+0.3%
+$8,320.22 
IGF iShares Global Infrastructure ETF
+0.29%
+$0.39 
BIP Brookfield Infrastructure Partners L.P.
+0.28%
+$37.4 
SCHP Schwab U.S. TIPS ETF
+0.21%
+$199.76 
BEP Brookfield Renewable Partners L.P.
+0.2%
+$13 
PYPL PayPal Holdings Inc
+0.18%
+$10 
RIVN Rivian Automotive, Inc.
+0.18%
+$21.3 
BAC Bank of America Corporation
+0.17%
+$175.46 
IEF iShares 7-10 Year Treasury Bond ETF
+0.17%
+$6.72 
SXI Standex International Corporation
+0.16%
+$73.48 
BA Boeing Company
+0.14%
+$58.87 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.13%
+$1.8 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$1,954.05 
WY Weyerhaeuser Company
+0.1%
+$2.92 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.1%
+$33.08 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.1%
+$1,661.74 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.1%
+$24,019.56 
JBND JPMorgan Active Bond ETF
+0.09%
+$14.75 
VZ Verizon Communications Inc.
+0.09%
+$106.18 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.08%
+$25,695.22 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.07%
+$211.54 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.07%
+$1.98 
BGRN iShares USD Green Bond ETF
+0.06%
+$15.86 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$276.12 
IONQ IonQ, Inc.
+0.06%
+$1.2 
GRAL Grail, Inc.
+0.06%
+$4 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$8.03 
NNN NNN REIT, Inc.
+0.04%
+$4.86 
JCI Johnson Controls International plc
+0.04%
+$2.5 
ASIX AdvanSix Inc.
+0.02%
+$0.53 
HEZU iShares Currency Hedged MSCI Eurozone ETF
+0.02%
+$0.22 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$218.21 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$189.84 
ADBE Adobe Inc.
+0.01%
+$5.3 
EMN Eastman Chemical Company
+0.01%
+$4.12 
LAC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.64%
-$101,872.58 
NFLX Netflix, Inc.
-7.42%
-$5,520 
SPCX Space Exploration Technologies Corp. Class A
-5.09%
-$66.8 
HYPR Hyperfine Inc.
-4.39%
-$129.3 
GEHC GE HealthCare Technologies Inc.
-4.26%
-$254.8 
SYK Stryker Corporation
-3.17%
-$5,780.5 
META Meta Platforms Inc Class A
-3.16%
-$66,696.46 
AMAT Applied Materials, Inc.
-3.09%
-$13,856.01 
KO The Coca-Cola Company
-3.08%
-$8,177.1 
IBM International Business Machines Corporation
-3.08%
-$49,552.48 
ADNT Adient plc
-2.98%
-$27.68 
BHB Bar Harbor Bankshares
-2.97%
-$958.16 
HOOD Robinhood Markets, Inc.
-2.76%
-$34,213.61 
ILMN Illumina, Inc.
-2.73%
-$234 
UBER Uber Technologies, Inc.
-2.71%
-$27,396.3 
AMCR Amcor plc
-2.7%
-$125.84 
STCE Schwab Crypto Thematic ETF
-2.58%
-$115.02 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-2.44%
-$87 
OTIS Otis Worldwide Corporation
-2.41%
-$383.72 
LUV Southwest Airlines Co.
-2.37%
-$22.23 
IDXX IDEXX Laboratories, Inc.
-2.3%
-$59,230.71 
GOOG Alphabet Inc
-2.16%
-$12,293.55 
TSLA Tesla, Inc.
-2.16%
-$845 
DXJ WisdomTree Japan Hedged Equity Fund
-2.12%
-$216.05 
MSFT Microsoft Corp.
-2.11%
-$66,709.72 
GOOGL Alphabet Inc
-2.11%
-$68,816.09 
DIS The Walt Disney Company
-2.1%
-$19,752.59 
XOVR ERShares Private-Public Crossover ETF
-2.02%
-$100 
MCO Moody's Corporation
-1.97%
-$4,088 
ITW Illinois Tool Works Inc.
-1.89%
-$4,276.01 
CAC Camden National Corporation
-1.82%
-$1,767.5 
PTC PTC Inc.
-1.81%
-$6.93 
FCOM Fidelity MSCI Communication Services Index ETF
-1.79%
-$29.79 
ROK Rockwell Automation, Inc.
-1.79%
-$418.5 
SHOP Shopify Inc.
-1.77%
-$381.84 
DASH DoorDash, Inc.
-1.76%
-$6.56 
IQV IQVIA Holdings Inc.
-1.76%
-$14,011.9 
MLM Martin Marietta Materials, Inc.
-1.75%
-$1,273.86 
LOW Lowe's Companies Inc.
-1.71%
-$738 
NBTB NBT Bancorp Inc.
-1.69%
-$2,691.9 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$4,272.8 
FBIN Fortune Brands Innovations Inc.
-1.66%
-$140 
XLC Communication Services Select Sector SPDR Fund
-1.66%
-$706.86 
TXN Texas Instruments Inc
-1.63%
-$1,185 
BSX Boston Scientific Corporation
-1.59%
-$78.1 
GATX GATX Corporation
-1.59%
-$172.8 
AXP American Express Company
-1.59%
-$2,353.4 
FNLC The First Bancorp, Inc.
-1.55%
-$3,815 
BABA Alibaba Group Holding Limited SP ADR
-1.55%
-$10,894.52 
ICE Intercontinental Exchange, Inc.
-1.54%
-$59.13 
ADP Automatic Data Processing Inc.
-1.54%
-$3,061.25 
ONB Old National Bancorp
-1.52%
-$43.58 
SCHE Schwab Emerging Markets Equity ETF
-1.52%
-$2,706.47 
PEP PepsiCo, Inc.
-1.42%
-$13,495.68 
CTSH Cognizant Technology Solutions Corporation
-1.39%
-$1,116 
WMB The Williams Companies, Inc.
-1.36%
-$408 
CG The Carlyle Group Inc.
-1.33%
-$32.86 
INTC Intel Corporation
-1.33%
-$8,318.53 
ABNB Airbnb, Inc.
-1.33%
-$29.4 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.3%
-$368.65 
GLW Corning Incorporated
-1.29%
-$926.38 
MRNA Moderna, Inc.
-1.29%
-$326 
PAG Penske Automotive Group Inc.
-1.28%
-$554.93 
KEY KeyCorp
-1.25%
-$152.1 
NVDA NVIDIA Corporation
-1.23%
-$26,979.54 
CRSP Crispr Therapeutics AG
-1.23%
-$240.97 
GS The Goldman Sachs Group, Inc.
-1.2%
-$329.25 
MCD McDonald's Corporation
-1.2%
-$3,438.75 
FLR Fluor Corporation
-1.17%
-$34.8 
HD The Home Depot, Inc.
-1.17%
-$2,639.01 
CRM Salesforce Inc
-1.16%
-$10,391.7 
C Citigroup Inc.
-1.13%
-$11,882.75 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.13%
-$36,679.11 
HUBS HubSpot, Inc.
-1.11%
-$75.15 
BL BlackLine, Inc. Common Stock
-1.09%
-$33 
CMCSA Comcast Corp
-1.08%
-$27.04 
PII Polaris Inc.
-1.07%
-$36.34 
NRG NRG Energy, Inc.
-1.05%
-$1.4 
AMGN Amgen Inc.
-1.05%
-$2,932.49 
WM Waste Management, Inc.
-1.01%
-$9,071.23 
KD Kyndryl Holdings Inc.
-1%
-$0.96 
IWY iShares Russell Top 200 Growth ETF
-0.99%
-$442.4 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.98%
-$6.09 
IEMG iShares Core MSCI Emerging Markets ETF
-0.97%
-$98,348.56 
LRCX Lam Research Corporation
-0.97%
-$661.44 
COST Costco Wholesale Corporation
-0.93%
-$3,951.01 
EMXF iShares ESG Aware MSCI EM ETF
-0.91%
-$21.68 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.91%
-$189.39 
BN Brookfield Corporation
-0.89%
-$98.75 
ESGV Vanguard ESG U.S. Stock ETF
-0.89%
-$180.12 
XNDU Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares
-0.88%
-$18 
SNA Snap-on Inc.
-0.85%
-$177.25 
PHIN Phinia Inc.
-0.84%
-$2.72 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.82%
-$284.96 
LIN Linde plc
-0.82%
-$68.32 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.81%
-$4,913.99 
IWN iShares Russell 2000 Value ETF
-0.81%
-$307.7 
APLE Apple Hospitality REIT, Inc.
-0.8%
-$38.74 
SOLV Solventum Corporation
-0.8%
-$116.35 
IEX IDEX Corporation
-0.79%
-$3.61 
IJR iShares Core S&P Small-Cap ETF
-0.79%
-$60,284.04 
GM General Motors Company
-0.79%
-$2.44 
KHC The Kraft Heinz Company
-0.78%
-$63.55 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.76%
-$43.06 
XLG Invesco S&P 500 Top 50 ETF
-0.74%
-$160.62 
EFIV SPDR S&P 500 ESG ETF
-0.74%
-$25,356.86 
SAFT Safety Insurance Group Inc.
-0.71%
-$50.35 
ASML ASML Holding N.V. New York Registry Shares
-0.7%
-$376.05 
SCHX Schwab U.S. Large-Cap ETF
-0.69%
-$12,025.92 
ESGE iShares ESG Aware MSCI EM ETF
-0.68%
-$5,798.45 
SUSA iShares MSCI USA ESG Select ETF
-0.68%
-$2,090.55 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.67%
-$7,203.68 
VSNT Versant Media Group, Inc.
-0.66%
-$0.96 
SCHB Schwab U.S. Broad Market ETF
-0.65%
-$153.71 
ACWI iShares MSCI ACWI ETF
-0.65%
-$1,001.64 
IVV iShares Core S&P 500 ETF
-0.65%
-$166.26 
VOO Vanguard S&P 500 ETF
-0.65%
-$54,721.65 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.64%
-$462.74 
AMZN Amazon.com Inc
-0.64%
-$21,966.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.64%
-$42.94 
AEE Ameren Corporation
-0.64%
-$128.88 
SPY SPDR S&P 500 ETF Trust
-0.63%
-$838.38 
VPL Vanguard FTSE Pacific ETF
-0.62%
-$11.56 
IXUS iShares Core International Stock ETF
-0.62%
-$2,312.46 
SCHW Charles Schwab Corporation
-0.61%
-$1,365.21 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.6%
-$12,438.78 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.6%
-$66.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.59%
-$3.5 
GWW W.W. Grainger, Inc.
-0.59%
-$8.27 
TLRY Tilray Brands, Inc.
-0.57%
-$0.85 
FDX FedEx Corporation
-0.56%
-$3,597.9 
IEFA iShares Core MSCI EAFE ETF
-0.54%
-$54.6 
COLM Columbia Sportswear Company
-0.53%
-$100.28 
RSP Invesco S&P 500 Equal Weight ETF
-0.53%
-$157.76 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.53%
-$7.12 
VB Vanguard Small-Cap ETF
-0.52%
-$477.36 
FTEC Fidelity MSCI Information Technology Index ETF
-0.51%
-$19.39 
VGT Vanguard Information Technology ETF
-0.51%
-$404.84 
GPIX S&P 500 Core Premium Income Fund
-0.51%
-$81.2 
IJH iShares Core S&P Mid-Cap ETF
-0.47%
-$38,823.84 
VXF Vanguard Extended Market ETF
-0.46%
-$999.01 
AAPL Apple Inc.
-0.46%
-$17,581.96 
AMP Ameriprise Financial, Inc.
-0.44%
-$80.58 
ORLY O'Reilly Automotive Inc.
-0.44%
-$57 
IWM iShares Russell 2000 ETF
-0.44%
-$1,918.8 
JEPI JPMorgan Equity Premium Income Fund
-0.44%
-$7.25 
EFA iShares MSCI EAFE ETF
-0.43%
-$1,489.05 
PAVE Global X U.S. Infrastructure Development ETF
-0.43%
-$52.67 
EXC Exelon Corporation
-0.42%
-$40.93 
FNCL Fidelity MSCI Financials Index ETF
-0.41%
-$5.36 
CARR Carrier Global Corporation
-0.41%
-$206.62 
ED Consolidated Edison, Inc.
-0.39%
-$396 
USXF iShares ESG Aware MSCI USA ETF
-0.39%
-$189.54 
RDVY First Trust Rising Dividend Achievers ETF
-0.39%
-$93 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.37%
-$7,536.76 
LNT Alliant Energy Corporation
-0.37%
-$64.4 
OKLO Oklo Inc.
-0.36%
-$15 
MDLZ Mondelez International, Inc.
-0.34%
-$195.93 
SLB Schlumberger Limited
-0.34%
-$64 
KMI Kinder Morgan, Inc.
-0.34%
-$34.76 
WMT Walmart Inc.
-0.34%
-$5,870.01 
RJF Raymond James Financial Inc.
-0.32%
-$72.05 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.32%
-$1.1 
MMM 3M Company
-0.32%
-$370.26 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.31%
-$76.5 
AMD Advanced Micro Devices, Inc.
-0.31%
-$12.28 
T AT&T Inc.
-0.3%
-$256.3 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.29%
-$48.42 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.28%
-$27.12 
PG Procter & Gamble Co
-0.28%
-$1,824.06 
MS Morgan Stanley
-0.28%
-$58.56 
WPM Wheaton Precious Metals Corp.
-0.27%
-$84 
KMB Kimberly-Clark Corporation
-0.26%
-$113.73 
USMV iShares MSCI USA Min Vol Factor ETF
-0.26%
-$17,631 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.26%
-$34,226.46 
SCHF Schwab International Equity ETF
-0.24%
-$1,205.75 
SCHA Schwab U.S. Small-Cap ETF
-0.2%
-$736.4 
OMFS Invesco Russell 2000 Dynamic Multifactor ETF
-0.2%
-$24.33 
SO The Southern Company
-0.2%
-$120.08 
SCHD Schwab U.S. Dividend Equity ETF
-0.2%
-$36.98 
CMS CMS Energy Corporation
-0.17%
-$7.54 
FPF First Trust Intermediate Duration Preferred & Income Fund
-0.17%
-$1.2 
ADSK Autodesk, Inc.
-0.16%
-$941.8 
EWZ iShares MSCI Brazil ETF
-0.16%
-$0.22 
IGRO iShares International Dividend Growth ETF
-0.15%
-$6.86 
PEG Public Service Enterprise Group Incorporated
-0.15%
-$55.92 
VGK Vanguard FTSE Europe ETF
-0.12%
-$6.71 
AEP American Electric Power Company, Inc.
-0.12%
-$65.44 
PFE Pfizer Inc.
-0.12%
-$63.84 
VOE Vanguard Mid-Cap Value ETF
-0.12%
-$146.87 
SCHM Schwab U.S. Mid-Cap ETF
-0.12%
-$5,882.28 
REGN Regeneron Pharmaceuticals, Inc.
-0.11%
-$10.57 
XLV Health Care Select Sector SPDR Fund
-0.1%
-$1,279.42 
RWR SPDR Dow Jones REIT ETF
-0.06%
-$2.55 
NOW ServiceNow, Inc.
-0.06%
-$415.62 
FIDU Fidelity MSCI Industrials Index ETF
-0.05%
-$1.1 
FHLC Fidelity MSCI Health Care Index ETF
-0.05%
-$1.04 
IMVP Invesco India ETF
-0.03%
-$1.31 
DE Deere & Company
-0.01%
-$15.45 Events
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Dividends
Dividend Analysis
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| Trades 1550 | Longs Won 1039/1550 67% | Profit Factor 10.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $163,221.33 |
| Average Win $44,028.51 | Best Trade (Jul 13) $3.87M | Sharpe Ratio -10.32 |
| Average Loss -$8,503.32 | Worst Trade (Jul 14) -$929,374.15 | Z-Score 2.61 (99.1%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 2d | Expectancy $26,709.95 |
| 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 | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
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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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