REAP Financial Group LLC Portfolio
Invests via REAP Financial Group LLC | Managed by Bison Wealth LLC, Signal Advisors Wealth LLC
Invests via REAP Financial Group LLC
Managed by Bison Wealth LLC, Signal Advisors Wealth LLC
Automatically Tracked
Company Profile
Founded as a specialty lender and financial services firm focusing on retirement plan administration, REAP Financial Group LLC provides fiduciary consulting, plan design, recordkeeping and participant education to small and mid-size employers. The firm positions itself in the defined-contribution and retirement outsourcing market offering bundled plan services and third-party administration solutions, often targeting plan sponsors seeking cost transparency and compliance support. Capital needs typically relate to operational scale, technology and advisor distribution; revenue is driven by advisory fees, recordkeeping margins and fiduciary-service contracts.
Founded as a specialty lender and financial services firm focusing on retirement plan administration, REAP Financial Group LLC provides fiduciary consulting, plan design, recordkeeping and participant education to small and mid-size employers. The firm positions itself in the defined-contribution and retirement outsourcing market offering bundled plan services and third-party administration solutions, often targeting plan sponsors seeking cost transparency and compliance support. Capital needs typically relate to operational scale, technology and advisor distribution; revenue is driven by advisory fees, recordkeeping margins and fiduciary-service contracts.
Investment Philosophy & Strategy
Founded as a specialty lender and financial services firm focusing on retirement plan administration, REAP Financial Group LLC provides fiduciary consulting, plan design, recordkeeping and participant education to small and mid-size employers. The firm positions itself in the defined-contribution and retirement outsourcing market offering bundled plan services and third-party administration solutions, often targeting plan sponsors seeking cost transparency and compliance support. Capital needs typically relate to operational scale, technology and advisor distribution; revenue is driven by advisory fees, recordkeeping margins and fiduciary-service contracts.
Founded as a specialty lender and financial services firm focusing on retirement plan administration, REAP Financial Group LLC provides fiduciary consulting, plan design, recordkeeping and participant education to small and mid-size employers. The firm positions itself in the defined-contribution and retirement outsourcing market offering bundled plan services and third-party administration solutions, often targeting plan sponsors seeking cost transparency and compliance support. Capital needs typically relate to operational scale, technology and advisor distribution; revenue is driven by advisory fees, recordkeeping margins and fiduciary-service contracts.
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:
52.86%
Gain -0.45%
Monthly
1.33%
Yearly
17.24%
Drawdown
14.48%
$571.71M
Equity
Holdings
$571.71M
Investment
$425.33M
$169.43M
Profit -$2.04M
Realized
$23.05M
Unrealized
$146.38M
Dividends
$12.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$2.04M
Win %
75%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$1.56M
Win %
75%
This Month
Compared to last month
Gain
-0.36%
Profit
-$2.04M
Win %
75%
This Year
Compared to last year
Gain
12.84%
Profit
$65.05M
Win %
74%
AMBA Ambarella, Inc.
+16.07%
+$2,382 
AMZN Amazon.com Inc
+15.32%
+$112,028.37 
ARBE Arbe Robotics Ltd.
+9.17%
+$6.87 
GOOG Alphabet Inc
+6.88%
+$70,035.53 
GOOGL Alphabet Inc
+6.73%
+$90,149.64 
VRT Vertiv Holdings Co
+6.18%
+$4,769.73 
ANET Arista Networks, Inc.
+5.46%
+$4,674.33 
SOLS Sollensys Corp
+4.84%
+$278 
RIG Transocean Ltd.
+4.72%
+$5.04 
AAOI Applied Optoelectronics, Inc.
+4.67%
+$842 
CGNX Cognex Corporation
+4.18%
+$1,561.52 
ZM Zoom Video Communications, Inc.
+4.06%
+$1,725 
AGNT eXp World Holdings Inc.
+3.85%
+$150 
FERG Ferguson Enterprises Inc
+3.52%
+$4,216.13 
TWLO Twilio Inc.
+3.36%
+$1,955.05 
TT Trane Technologies plc
+3.33%
+$352.08 
META Meta Platforms Inc Class A
+3.28%
+$23,337.59 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$19.09 
PATH Uipath Inc.
+3.15%
+$78 
QTWO Q2 Holdings Inc.
+3.05%
+$2,016 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$45.12 
MSFT Microsoft Corp.
+3.02%
+$33,055.72 
NVDA NVIDIA Corporation
+2.93%
+$42,094.17 
LDOS Leidos Holdings Inc.
+2.84%
+$1,004.85 
P Everpure Inc.
+2.81%
+$943.17 
DNOW Dnow Inc.
+2.77%
+$57 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$7,009.4 
EVR Evercore Inc.
+2.46%
+$315.29 
SMCI Super Micro Computer Inc
+2.42%
+$3.35 
PSN Parsons Corporation
+2.41%
+$292.24 
CVX Chevron Corporation
+2.35%
+$4,158.4 
FAST Fastenal Co.
+2.25%
+$756 
GLW Corning Incorporated
+2.24%
+$3,105.75 
CDNS Cadence Design Systems, Inc.
+2.16%
+$2,131.19 
QGRW WisdomTree U.S. Quality Growth Fund
+2.15%
+$537.04 
CSCO Cisco Systems, Inc.
+2.14%
+$11,143.98 
LNG Cheniere Energy Inc.
+2.13%
+$413.25 
SKYY First Trust Cloud Computing ETF
+2.12%
+$3,754.08 
HII Huntington Ingalls Industries Inc.
+2.05%
+$58.95 
USAR USA Rare Earth, Inc.
+2.05%
+$15 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$6,856.29 
HAL Halliburton Company
+1.93%
+$1,083.97 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$0.6 
LHX L3Harris Technologies, Inc.
+1.9%
+$1,646.04 
PANW Palo Alto Networks, Inc.
+1.89%
+$2,460 
ZIM ZIM Integrated Shipping Services Ltd.
+1.86%
+$9.2 
TSCO Tractor Supply Company
+1.85%
+$28 
CRM Salesforce Inc
+1.83%
+$1,145.26 
EAT Brinker International Inc.
+1.83%
+$576 
ORCL Oracle Corporation
+1.81%
+$649.11 
HWM Howmet Aerospace Inc.
+1.8%
+$1,533.84 
FLEX Flex Ltd.
+1.64%
+$13,715.36 
KMI Kinder Morgan, Inc.
+1.64%
+$2,856.88 
HPE Hewlett Packard Enterprise Company
+1.61%
+$66.12 
ACN Accenture plc Class A
+1.61%
+$2,661.57 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$2,029.47 
BSX Boston Scientific Corporation
+1.59%
+$524.14 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$13,211.3 
HPQ HP Inc.
+1.53%
+$37.31 
BUG Global X Cybersecurity ETF
+1.52%
+$142.5 
VZ Verizon Communications Inc.
+1.52%
+$3,140.9 
FXN First Trust Energy AlphaDEX Fund
+1.51%
+$2,494.47 
LMT Lockheed Martin Corporation
+1.5%
+$1,726 
CVNA Carvana Co.
+1.5%
+$4.6 
VSEC VSE Corporation
+1.48%
+$284 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$125.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,768.96 
PH Parker-Hannifin Corporation
+1.43%
+$6,196.76 
GE General Electric Company
+1.42%
+$412.46 
OVV Ovintiv Inc.
+1.36%
+$834.96 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$4,068.22 
CAH Cardinal Health Inc.
+1.3%
+$1,867.75 
CQP Cheniere Energy Partners L.P.
+1.29%
+$726.6 
CMCSA Comcast Corp
+1.23%
+$741.82 
COP ConocoPhillips
+1.22%
+$4,135.4 
RFEM First Trust RiverFront Dynamic Emerging Markets ETF
+1.21%
+$644.01 
WFC Wells Fargo & Company
+1.19%
+$2,051.22 
AMAT Applied Materials, Inc.
+1.18%
+$3,150.61 
EPS WisdomTree U.S. LargeCap Fund
+1.17%
+$1,501.5 
MWA Mueller Water Products Inc.
+1.16%
+$374.68 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$239.4 
VUG Vanguard Growth ETF
+1.1%
+$363,492.36 
OKTA Okta Inc.
+1.07%
+$504.34 
NOW ServiceNow, Inc.
+1.05%
+$577.68 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$1,134.87 
XLE Energy Select Sector SPDR Fund
+1%
+$246.62 
ADP Automatic Data Processing Inc.
+0.98%
+$701.89 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$118,731.2 
OEF iShares S&P 100 ETF
+0.95%
+$1,736.91 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$254 
MIR Mirion Technologies, Inc.
+0.94%
+$198.1 
ASTS AST SpaceMobile, Inc.
+0.92%
+$270 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$646.11 
TECB iShares U.S. Tech Breakthrough Multisector ETF
+0.91%
+$42.91 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$935.94 
AMLP Alerian MLP ETF
+0.89%
+$12.25 
SCHW Charles Schwab Corporation
+0.87%
+$136.5 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$70.06 
OVL Overlay Shares Large Cap Equity Mutual Fund
+0.86%
+$4,779.36 
IBM International Business Machines Corporation
+0.86%
+$1,436.3 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$6,284.04 
GEV GE Vernova Inc.
+0.85%
+$66.48 
OVLH Overlay Shares Hedged Large Cap Equity Fund
+0.83%
+$1,318.75 
MCD McDonald's Corporation
+0.82%
+$1,614.81 
EMR Emerson Electric Co.
+0.79%
+$2,243.2 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$1,726.74 
EDOW First Trust Dow 30 Equal Weight ETF
+0.78%
+$1,438.4 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$211.77 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$103.53 
SHLD Global X Defense Tech ETF
+0.77%
+$12 
TSLA Tesla, Inc.
+0.76%
+$2,142.86 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$3,375.27 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$2,892.78 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$7,898.76 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$293.7 
VIS Vanguard Industrials ETF
+0.72%
+$617.46 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,180.99 
NTSX WisdomTree U.S. Efficient Core Fund
+0.71%
+$5,791.25 
CAT Caterpillar Inc.
+0.7%
+$5,426.18 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.7%
+$752.4 
BMY Bristol-Myers Squibb Company
+0.69%
+$443.25 
IVV iShares Core S&P 500 ETF
+0.69%
+$28,446.72 
XT iShares Future Exponential Technologies ETF
+0.67%
+$21.73 
PLTR Palantir Technologies Inc.
+0.65%
+$244.8 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$24.15 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$8.88 
BUFG FT Vest Buffered Allocation Fund
+0.65%
+$416.29 
AA Alcoa Corporation
+0.65%
+$241.28 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$410.04 
IWB iShares Russell 1000 ETF
+0.64%
+$190.92 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$725.13 
RGTI Rigetti Computing Inc
+0.61%
+$0.9 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$177.84 
FOCT FT Vest U.S. Equity Buffer ETF
+0.59%
+$45,247.49 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.58%
+$39,464.46 
MO Altria Group, Inc.
+0.57%
+$616.98 
AVUS Avantis U.S. Equity ETF
+0.57%
+$1,083.6 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$703.94 
APH Amphenol Corporation
+0.55%
+$297.44 
WTPI WisdomTree Equity Premium Income Fund
+0.55%
+$415.26 
PPI ASTORIA REAL ASSETS ETF
+0.55%
+$1,918.76 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2.81 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$347,783.8 
STX Seagate Technology Holdings plc
+0.52%
+$338.2 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.51%
+$22,758.59 
Q Qnity Electronics Inc.
+0.51%
+$130.02 
FAPR FT Vest U.S. Equity Buffer ETF
+0.51%
+$36,181.4 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$1,970.24 
FMAY FT Vest U.S. Equity Buffer ETF
+0.48%
+$44,914.17 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.48%
+$36,560.72 
FTC First Trust Large Cap Growth Fund
+0.47%
+$183.43 
HON Honeywell International Inc.
+0.47%
+$102.6 
FJUL FT Vest US Equity Buffer ETF
+0.47%
+$39,305.84 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,127.51 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.47%
+$48,068.35 
AVLC Avantis U.S. Large Cap Equity ETF
+0.46%
+$14.76 
GDEC FT VEST US Equity Moderate B Fund
+0.46%
+$3,064.52 
FNOV FT Vest US Equity Buffer ETF
+0.46%
+$25,324.93 
OHI Omega Healthcare Investors Inc.
+0.46%
+$148.81 
JHML John Hancock Multifactor Large Cap ETF
+0.45%
+$178.8 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.45%
+$48,788.79 
FJUN FT Vest US Equity Buffer ETF - June
+0.44%
+$16,852.94 
DJUN FT VEST US Equity Deep Buffer Fund
+0.42%
+$15,128.67 
GJUL FT Vest US Equity Moderate Class B
+0.42%
+$1,625.22 
CSX CSX Corporation
+0.42%
+$717.99 
FAUG FT Vest U.S. Equity Buffer ETF
+0.41%
+$28,964.28 
TIGR UP Fintech Holding Ltd
+0.41%
+$10 
FMAR FT Vest U.S. Equity Buffer ETF
+0.41%
+$30,769.29 
PFE Pfizer Inc.
+0.4%
+$676.1 
DMAY FT Vest US Equity Deep Buffer Fund
+0.4%
+$28,299.49 
DNOV FT Vest US Equity Deep Buffer Fund
+0.4%
+$20,555.04 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$866.7 
GJAN FT Vest US Equity Moderate Fund B
+0.39%
+$77,663.18 
RTX RTX Corporation
+0.39%
+$559.44 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.39%
+$6,314.52 
GJUN FT Vest US Equity Moderate Fund
+0.39%
+$2,060.96 
GOCT FT Vest US Equity Moderate Fund
+0.38%
+$1,903.52 
GSEP FT Vest US Equity Moderate B Fund
+0.38%
+$2,385.14 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$10,693.55 
GFEB FT VEST US Equity Moderate Fund
+0.38%
+$497.11 
AVGO Broadcom Inc.
+0.37%
+$2,491.2 
PG Procter & Gamble Co
+0.37%
+$1,281.01 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.37%
+$7,447.1 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$256.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$414.78 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$550.88 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$174.58 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.36%
+$2,194.62 
BAC Bank of America Corporation
+0.36%
+$1,456.62 
DJUL FT Vest US Equity Deep Buffer Fund
+0.35%
+$18,976.17 
FFEB FT Vest US Equity Buffer ETF
+0.34%
+$52,099.32 
GNOV FT Vest US Equity Moderate B Fund
+0.34%
+$4,257.79 
XJUN FT Vest U.S. Equity Enhanced Fund
+0.34%
+$1,180.8 
XMAR FT Vest US Equity Enhanced Fund
+0.33%
+$8,253 
GD General Dynamics Corporation
+0.32%
+$740.54 
MRK Merck & Co., Inc.
+0.32%
+$1,004.52 
FTGS First Trust Growth Strength ETF
+0.31%
+$277.2 
DMAR FT Vest US Equity Deep Buffer Fund
+0.31%
+$5,265.36 
SMH VanEck Semiconductor ETF
+0.3%
+$409.13 
GMAR FT Vest US Equity Moderate B Fund
+0.3%
+$4,479.97 
KD Kyndryl Holdings Inc.
+0.3%
+$0.36 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$14,434.07 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$13,931.43 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$300.12 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$112 
JPM JPMorgan Chase & Co.
+0.27%
+$1,860.26 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$36.75 
DIVB iShares Core Dividend ETF
+0.26%
+$1.7 
GAUG FT Vest US Equity Moderate Fund
+0.25%
+$451.19 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.23%
+$469.14 
LNN Lindsay Corporation
+0.23%
+$12.5 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$162.96 
CME CME Group Inc.
+0.21%
+$35.34 
SO The Southern Company
+0.21%
+$430.8 
JNJ Johnson & Johnson
+0.21%
+$1,680.1 
FIW First Trust Water ETF
+0.2%
+$211.64 
ADI Analog Devices, Inc.
+0.2%
+$213.12 
CMI Cummins Inc.
+0.19%
+$351.37 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$7.9 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$187.2 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$82.48 
USB U.S. Bancorp
+0.17%
+$356.61 
T AT&T Inc.
+0.17%
+$300.92 
MS Morgan Stanley
+0.17%
+$162.72 
XDEC FT Vest US Equity Enhance & Opportunities Fund
+0.16%
+$127.61 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$532.5 
HST Host Hotels & Resorts Inc.
+0.16%
+$0.88 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.15%
+$32.3 
CCL Carnival Corporation Ltd.
+0.14%
+$18.4 
OVT Overlay Shares Short Term Bond Fund
+0.14%
+$176.3 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$29,858.11 
DELL Dell Technologies Inc.
+0.14%
+$246.4 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$8.1 
USMF WisdomTree U.S. Multifactor Fund
+0.13%
+$69.79 
EA Electronic Arts Inc.
+0.13%
+$3.78 
MMM 3M Company
+0.12%
+$2.1 
FLN First Trust Latin America ETF
+0.12%
+$43.02 
BDX Becton, Dickinson and Company
+0.1%
+$81.77 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1.8 
LEU Centrus Energy Corp.
+0.1%
+$0.9 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$20,693.97 
C Citigroup Inc.
+0.1%
+$214.35 
WMT Walmart Inc.
+0.09%
+$413.31 
ABT Abbott Laboratories
+0.09%
+$58.5 
AEP American Electric Power Company, Inc.
+0.06%
+$131.39 
HDV iShares Core High Dividend ETF
+0.04%
+$3.75 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2.64 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$6,746.08 
DIS The Walt Disney Company
+0.03%
+$1.5 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$0.6 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$2.38 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$8.1 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$94.29 
DXC Dxc Technology Co.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 FSSL
FSSL
0%
$0 GMEW
GMEWS
0%
$0 
RIVN Rivian Automotive, Inc.
-9.57%
-$41.86 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$702.15 
AAPL Apple Inc.
-7.35%
-$592,059.92 
NXPI NXP Semiconductors N.V.
-6.53%
-$5,184 
SYK Stryker Corporation
-6.42%
-$4,244.6 
LIN Linde plc
-5.95%
-$2,632.62 
OKLO Oklo Inc.
-5.5%
-$22.6 
DJT Trump Media & Technology Group Corp.
-5.01%
-$1,097.2 
MSTR Strategy Inc.
-4.56%
-$2,029.3 
SPOT Spotify Technology S.A.
-4.34%
-$5,055.41 
SHOP Shopify Inc.
-4.29%
-$5.25 
NG NovaGold Resources Inc.
-3.95%
-$48 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$32.85 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-3.63%
-$273.28 
MHO M/I Homes Inc.
-3.44%
-$166.4 
RING iShares MSCI Global Gold Miners ETF
-3.07%
-$13,338.06 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$7,250.4 
CI The Cigna Group
-2.99%
-$2,677.71 
IBIT iShares Bitcoin Trust
-2.89%
-$3,461.96 
CRWV CoreWeave, Inc.
-2.88%
-$51.12 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$3,345.6 
MOS Mosaic Company
-2.85%
-$137.15 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$372 
DECK Deckers Outdoor Corporation
-2.82%
-$562 
BITW Bitwise 10 Crypto Index Fund
-2.78%
-$1.16 
TOL Toll Brothers Inc
-2.76%
-$124.2 
AJG Arthur J. Gallagher & Co.
-2.75%
-$3,745.27 
QCOM QUALCOMM Incorporated
-2.63%
-$4,412.95 
CEE The Central and Eastern Europe Fund, Inc.
-2.61%
-$86.9 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$291 
ABBV AbbVie Inc.
-2.51%
-$12,914.12 
REAX Real Brokerage Inc.
-2.44%
-$13.92 
NFE New Fortress Energy Inc.
-2.42%
-$0.36 
SATS EchoStar Corporation
-2.37%
-$306 
CPT Camden Property Trust
-2.19%
-$248 
BA Boeing Company
-2.15%
-$1,423.24 
NEM Newmont Corporation
-2.14%
-$10.25 
SLV iShares Silver Trust
-2.13%
-$255.36 
CCJ Cameco Corporation
-2.1%
-$9.25 
LH Labcorp Holdings Inc.
-2.01%
-$1,443.24 
NFLX Netflix, Inc.
-2%
-$1,884.86 
HIW Highwoods Properties, Inc.
-1.98%
-$385.25 
PSLV Sprott Physical Silver Trust
-1.98%
-$22.8 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$3.52 
AWK American Water Works Company, Inc.
-1.93%
-$1,042.8 
AMD Advanced Micro Devices, Inc.
-1.9%
-$14,765.55 
UAL United Airlines Holdings, Inc.
-1.8%
-$98.12 
TOST Toast Inc.
-1.77%
-$605.52 
PHM PulteGroup Inc.
-1.76%
-$1,643.49 
DHI D.R. Horton, Inc.
-1.7%
-$69.16 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,570.36 
ADM Archer-Daniels-Midland Co
-1.66%
-$959.44 
AON Aon plc
-1.64%
-$3,973.21 
EWA iShares MSCI Australia ETF
-1.61%
-$233.28 
LRCX Lam Research Corporation
-1.58%
-$1,898.8 
NET Cloudflare Inc.
-1.56%
-$1,212.75 
GLD SPDR Gold Shares
-1.49%
-$1,292.6 
CNA CNA Financial Corporation
-1.48%
-$276.5 
IAU iShares Gold Trust
-1.46%
-$7,637.67 
NI NiSource Inc.
-1.42%
-$549.12 
LUV Southwest Airlines Co.
-1.38%
-$245.07 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$336.6 
DAL Delta Air Lines, Inc.
-1.3%
-$2,286.2 
FCX Freeport-McMoRan Inc.
-1.28%
-$81 
HSY The Hershey Company
-1.23%
-$1,118.34 
MDLZ Mondelez International, Inc.
-1.22%
-$138.6 
F Ford Motor Company
-1.21%
-$75.96 
TJX The TJX Companies, Inc.
-1.21%
-$1,539.83 
CUZ Cousins Properties Incorporated
-1.19%
-$190 
AIZ Assurant Inc.
-1.16%
-$637.65 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-1.16%
-$1,012.7 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$279.3 
WRB W.R. Berkley Corporation
-1.15%
-$724.92 
OMC Omnicom Group Inc.
-1.14%
-$408.59 
DE Deere & Company
-1.13%
-$1,808.8 
RCL Royal Caribbean Group
-1.13%
-$931.84 
DEO Diageo plc Sponsored ADR
-1.12%
-$85 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$1,177.98 
TXN Texas Instruments Inc
-1.08%
-$196.3 
LOW Lowe's Companies Inc.
-1.08%
-$1,357.46 
PLD Prologis Inc.
-1.08%
-$2,379.48 
MCK McKesson Corporation
-1.08%
-$233 
GKOS Glaukos Corporation
-1.07%
-$874.8 
DINO HF Sinclair Corporation
-1.05%
-$722.65 
CTAS Cintas Corporation
-1.04%
-$1,330.55 
DOC Healthpeak Properties, Inc.
-1.04%
-$565.57 
INTC Intel Corporation
-1.02%
-$1,501.95 
NDAQ Nasdaq, Inc.
-1.02%
-$661.54 
KO The Coca-Cola Company
-1.02%
-$1,865.7 
RUM Rumble Inc.
-1.02%
-$42.66 
DKNG DraftKings Inc.
-1.01%
-$8.16 
PAA Plains All American Pipeline, L.P.
-1.01%
-$1,138 
EQR Equity Residential
-1%
-$129.98 
UPS United Parcel Service, Inc.
-1%
-$373.8 
XOM Exxon Mobil Corporation
-0.97%
-$15,336.72 
SOFI SoFi Technologies, Inc.
-0.97%
-$0.16 
MET MetLife Inc.
-0.97%
-$3,498.68 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$846.4 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$1,055.59 
CLF Cleveland-Cliffs Inc.
-0.95%
-$11 
FNF Fidelity National Financial, Inc.
-0.9%
-$540.97 
FN Fabrinet
-0.89%
-$752.64 
O Realty Income Corporation
-0.87%
-$38.08 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$5.52 
ATO Atmos Energy Corporation
-0.85%
-$19.24 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$452.53 
AVIR Atea Pharmaceuticals Inc.
-0.84%
-$4 
GWRE GUIDEWIRE SOFTWARE INC
-0.83%
-$127 
GILD Gilead Sciences Inc.
-0.81%
-$1,313.95 
MCO Moody's Corporation
-0.81%
-$748.84 
D Dominion Energy, Inc.
-0.8%
-$5.6 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$1,546.98 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.8%
-$707.35 
IQ Iqiyi Inc.
-0.78%
-$0.16 
FDT First Trust Developed Markets ex-US Fund
-0.76%
-$494.73 
VHT Vanguard Health Care ETF
-0.76%
-$460.98 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$1,610.76 
FXU First Trust Utilities AlphaDEX Fund
-0.76%
-$230.14 
AVRE Avantis Real Estate ETF
-0.75%
-$76.96 
MA Mastercard Incorporated
-0.74%
-$1,942.25 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$349.86 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$1,233.92 
GME Gamestop Corp.
-0.73%
-$19.2 
BLK BlackRock, Inc.
-0.73%
-$2,314.2 
STAG Stag Industrial Inc.
-0.73%
-$7.56 
WOLF Wolfspeed, Inc.
-0.71%
-$0.17 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,352.31 
MAR Marriott International Inc. - Class A
-0.71%
-$858.61 
FID First Trust S&P International Dividend ETF
-0.7%
-$546.88 
FXH First Trust Health Care AlphaDEX Fund
-0.7%
-$1,501.2 
MP MP Materials Corp.
-0.7%
-$149.64 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$239.19 
EWC iShares MSCI Canada ETF
-0.67%
-$271.6 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$39.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$435,957.95 
FICS FT International Developed Capital Strength Fund
-0.65%
-$203.11 
WPC W. P. Carey Inc.
-0.65%
-$503.04 
AMGN Amgen Inc.
-0.64%
-$659.68 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$9,579.15 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$16.96 
BALL Ball Corp.
-0.63%
-$601.47 
EFA iShares MSCI EAFE ETF
-0.62%
-$2.64 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$175.89 
EME EMCOR Group, Inc.
-0.62%
-$1,447.42 
PM Philip Morris International Inc.
-0.61%
-$1,640.19 
ECL Ecolab Inc.
-0.61%
-$340.29 
DHR Danaher Corporation
-0.61%
-$385.56 
FJP First Trust Japan AlphaDEX Fund
-0.6%
-$325.35 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$589.3 
SCHF Schwab International Equity ETF
-0.58%
-$459.68 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$97.9 
PRU Prudential Financial, Inc.
-0.56%
-$1,154.37 
COF Capital One Financial Corporation
-0.54%
-$561.61 
LLY Eli Lilly and Company
-0.53%
-$3,089.52 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$217.3 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,340.92 
FRI First Trust S&P REIT Index Fund
-0.52%
-$227.63 
FTCS First Trust Capital Strength ETF
-0.51%
-$1,766.13 
WELL Welltower Inc.
-0.51%
-$89.25 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$47,102.85 
FBRX Forte Biosciences, Inc.
-0.49%
-$1.14 
STLD Steel Dynamics Inc.
-0.49%
-$186 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$48,533.5 
IWM iShares Russell 2000 ETF
-0.47%
-$161.24 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$212.8 
DFIV Dimensional International Value ETF
-0.47%
-$49,719.15 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$645.73 
SPG Simon Property Group, Inc.
-0.46%
-$108.07 
AVDE Avantis International Equity ETF
-0.46%
-$301.14 
PEP PepsiCo, Inc.
-0.46%
-$1,105.92 
DVY iShares Select Dividend ETF
-0.45%
-$379.43 
TEL TE Connectivity plc
-0.43%
-$446.78 
LAMR Lamar Advertising Company
-0.43%
-$595.45 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$313.69 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$361 
HD The Home Depot, Inc.
-0.42%
-$1,594.35 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.41%
-$43.29 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$1,106.17 
FSCO FS Credit Opportunities Corp.
-0.4%
-$21.26 
MBB iShares MBS ETF
-0.4%
-$99.16 
AXP American Express Company
-0.38%
-$731.51 
MDT Medtronic plc
-0.37%
-$396.8 
ARCC Ares Capital Corporation
-0.37%
-$2.73 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,074.23 
RSG Republic Services, Inc.
-0.37%
-$453.18 
ABNB Airbnb, Inc.
-0.37%
-$3.92 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$29.24 
MTGP WisdomTree Mortgage Plus Bond Fund
-0.36%
-$970.06 
TMUS T-Mobile US, Inc.
-0.36%
-$292.95 
TFC Truist Financial Corporation
-0.33%
-$354.62 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-0.33%
-$671.88 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$374.01 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$689.01 
CEG Constellation Energy Corporation
-0.31%
-$4.05 
FPXE First Trust IPOX Europe Equity Opportunities ETF
-0.3%
-$53.2 
VXF Vanguard Extended Market ETF
-0.3%
-$132.77 
GTY Getty Realty Corp.
-0.29%
-$12.6 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.29%
-$742.12 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$555.21 
CCI Crown Castle Inc.
-0.27%
-$205.38 
FXO First Trust Financials AlphaDEX Fund
-0.27%
-$223.92 
VTV Vanguard Value ETF
-0.27%
-$77,663.92 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$44.64 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$57.6 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.26%
-$4.29 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$16.5 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$22.95 
BX Blackstone Inc.
-0.25%
-$48.32 
MFC Manulife Financial Corporation
-0.25%
-$926.53 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$10.3 
COST Costco Wholesale Corporation
-0.24%
-$832.19 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$5.6 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,272.26 
VB Vanguard Small-Cap ETF
-0.22%
-$17,147.6 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.22%
-$9.28 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$15.75 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$87 
PFG Principal Financial Group, Inc.
-0.22%
-$29.25 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$520.97 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$1,557.14 
NUKZ Range Nuclear Renaissance ETF
-0.2%
-$15.47 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$657.64 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$272.85 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$532.34 
QS QuantumScape Corp
-0.19%
-$10 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$157.32 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1,355.8 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$48.96 
GCC WisdomTree Enhanced Commodity Strategy Fund
-0.17%
-$615.56 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$6.16 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$14.8 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$11.6 
FITB Fifth Third Bancorp
-0.16%
-$308.25 
IXUS iShares Core International Stock ETF
-0.15%
-$49.14 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,550.52 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$3.25 
FEP First Trust Europe AlphaDEX Fund
-0.14%
-$147.2 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$11.22 
OVB Overlay Shares Core Bond ETF
-0.14%
-$440.23 
OZ Belpointe PREP LLC
-0.13%
-$58.2 
WTV WisdomTree U.S. Value Fund
-0.13%
-$488.18 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.13%
-$156.25 
STZ Constellation Brands, Inc.
-0.12%
-$8.25 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$6.84 
CFG Citizens Financial Group, Inc.
-0.11%
-$139.92 
XLF Financial Select Sector SPDR Fund
-0.1%
-$68.04 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$108.1 
NFTY First Trust India Nifty 50 Equal Weight ETF
-0.09%
-$11.4 
NICE Nice Ltd. Sponsored ADR
-0.09%
-$2.7 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.09%
-$9.6 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$4.29 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$3.2 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.09%
-$0.04 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$10.35 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.08%
-$2 
FMB First Trust Managed Municipal Fund
-0.08%
-$3.44 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$4 
BINC iShares Flexible Income Active ETF
-0.08%
-$6.16 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$602.58 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$5.15 
WTFC Wintrust Financial Corporation
-0.07%
-$41.58 
TTMI TTM Technologies, Inc.
-0.06%
-$14 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$35.82 
FUMB First Trust Ultra Short Duration Municipal ETF
-0.05%
-$1.79 
WTMF WisdomTree Managed Futures Strategy Fund
-0.05%
-$194.42 
HOOD Robinhood Markets, Inc.
-0.05%
-$34.88 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$0.16 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.02%
-$21.14 
UBER Uber Technologies, Inc.
-0.01%
-$7.09 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$0.34 Events
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Dividends
Dividend Analysis
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| Trades 4475 | Longs Won 3166/4475 70% | Profit Factor 59.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $301,832.56 |
| Average Win $54,420.28 | Best Trade (Aug 18) $9.95M | Sharpe Ratio -12.35 |
| Average Loss -$2,215.46 | Worst Trade (Mar 31) -$399,331.57 | Z-Score 13.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 1d | Expectancy $37,861.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 250,000 | 225,000 | 200,000 | 175,000 | 150,000 | 125,000 | 100,000 | 75,000 | 50,000 | 25,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 832 | $44,162.46 | $37,656.32 | - | -$6,506.14 | -14.73% | +0.645% |
| AAOI Applied Optoelectronics, Inc. | 200 | $16,918 | $18,864 | - | $1,946 | 11.5% | +4.672% |
| AAPL Apple Inc. | 24,146 | $4.78M | $7.46M | - | $2.68M | 55.95% | -7.354% |
| ABBV AbbVie Inc. | 1,996 | $395,355.72 | $500,876.24 | - | $105,520.52 | 26.69% | -2.513% |
| ABNB Airbnb, Inc. | 7 | $926.38 | $1,060.64 | - | $134.26 | 14.49% | -0.368% |
| ABT Abbott Laboratories | 650 | $81,447.34 | $68,705 | - | -$12,742.34 | -15.64% | +0.085% |
| ACN Accenture plc Class A | 1,012 | $305,916.52 | $167,911.04 | - | -$138,005.48 | -45.11% | +1.611% |
| ADI Analog Devices, Inc. | 288 | $78,396.56 | $105,814.08 | - | $27,417.52 | 34.97% | +0.202% |
| ADM Archer-Daniels-Midland Co | 716 | $51,250.02 | $56,757.32 | - | $5,507.3 | 10.75% | -1.662% |
| ADP Automatic Data Processing Inc. | 271 | $74,949.01 | $72,210.66 | - | -$2,738.35 | -3.65% | +0.982% |
| AEP American Electric Power Company, Inc. | 1,877 | $198,614.76 | $239,974.45 | - | $41,359.69 | 20.82% | +0.055% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 7,737 | $342,473.83 | $329,596.2 | - | -$12,877.63 | -3.76% | -0.199% |
| AGNT eXp World Holdings Inc. | 1,000 | $15,521.43 | $4,050 | - | -$11,471.43 | -73.91% | +3.846% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 1,109 | $64,157.62 | $129,808.45 | - | $65,650.83 | 102.33% | +1.588% |
| AIZ Assurant Inc. | 195 | $39,544.8 | $54,442.05 | - | $14,897.25 | 37.67% | -1.158% |
| AJG Arthur J. Gallagher & Co. | 532 | $141,370.98 | $132,691.44 | - | -$8,679.54 | -6.14% | -2.745% |
| AMAT Applied Materials, Inc. | 534 | $107,002.02 | $271,095.79 | - | $164,093.77 | 153.36% | +1.176% |
| AMBA Ambarella, Inc. | 200 | $10,295 | $17,200 | - | $6,905 | 67.07% | +16.075% |
| AMD Advanced Micro Devices, Inc. | 1,598 | $244,650.59 | $760,887.68 | - | $516,237.09 | 211.01% | -1.904% |
| AMGN Amgen Inc. | 266 | $78,347.58 | $102,452.56 | - | $24,104.98 | 30.77% | -0.64% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for REAP Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $2.75M, FT Vest US Equity Moderate Fund B - $2.57M, FT Vest US Equity Enhanced Fund - $1.93M, VANGUARD TOTAL STOCK MKT ETF - $1.59M, and FT Vest U.S. Equity Deep Buffer Fund - $1.35M. 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: Belpointe PREP LLC - $676,170.26, Accenture plc Class A - $30,035.54, Tesla, Inc - $25,300.71, First Trust Nasdaq Clean Edge Green Energy Index Fund - $20,703.48, and Abbott Laboratories - $19,256.57. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does REAP Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.35M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $2.75M, VANGUARD TOTAL STOCK MKT ETF - $1.26M, Vanguard Value ETF - $884,374.64, Avantis Emerging Markets Equity ETF - $806,874.24, and Avantis International Small Cap Value ETF - $599,610.37. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are REAP Financial Group LLC's monthly returns?
REAP Financial Group LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can REAP Financial Group LLC's strategy be considered aggressive or moderate?
REAP Financial Group LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow REAP Financial Group LLC's strategy?
REAP Financial Group LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
