DR
Daniel Ronan Portfolio
Invests via Catalyst Financial Partners LLC | Managed by David C. Porter, Thomas N. O’Connor, Alan R. Roycroft, Mark D. LoBello, Daniel E. Ronan, Timothy B. George, Eugene Covino, Keith Gibbons
Invests via Catalyst Financial Partners LLC
Managed by David C. Porter, Thomas N. O’Connor, Alan R. Roycroft, Mark D. LoBello, Daniel E. Ronan, Timothy B. George, Eugene Covino, Keith Gibbons
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Daniel Ronan Profile
With extensive experience in the finance sector, Daniel Ronan has established himself as a key figure in capital markets. His professional journey encompasses various leadership roles where he demonstrated expertise in driving financial growth and fostering strong stakeholder relationships. Notably, his strategic insights into market dynamics have made him an invaluable asset to firms seeking to navigate complex investment landscapes. Daniel's proven ability to leverage analytical skills with business acumen positions him uniquely within corporate leadership circles, highlighting his relevance in identifying opportunities that enhance organizational performance.
With extensive experience in the finance sector, Daniel Ronan has established himself as a key figure in capital markets. His professional journey encompasses various leadership roles where he demonstrated expertise in driving financial growth and fostering strong stakeholder relationships. Notably, his strategic insights into market dynamics have made him an invaluable asset to firms seeking to navigate complex investment landscapes. Daniel's proven ability to leverage analytical skills with business acumen positions him uniquely within corporate leadership circles, highlighting his relevance in identifying opportunities that enhance organizational performance.
Investment Philosophy & Strategy
Recognizing emerging trends and their potential impact on markets often underpins decision-making for Daniel Ronan. His investment strategy emphasizes deep analytical insights, allowing him to discern opportunities in complex environments. A keen understanding of capital flows combined with a robust network enables the pursuit of unique growth avenues that can capitalize on shifting economic landscapes. By fostering innovation within teams and prioritizing operational excellence, he strives to create substantial value through strategic investments that enhance performance over time.
Recognizing emerging trends and their potential impact on markets often underpins decision-making for Daniel Ronan. His investment strategy emphasizes deep analytical insights, allowing him to discern opportunities in complex environments. A keen understanding of capital flows combined with a robust network enables the pursuit of unique growth avenues that can capitalize on shifting economic landscapes. By fostering innovation within teams and prioritizing operational excellence, he strives to create substantial value through strategic investments that enhance performance over time.
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:
33.23%
Gain +2.14%
Monthly
0.89%
Yearly
11.21%
Drawdown
15.11%
$1.03B
Equity
Holdings
$1.03B
Investment
$680.41M
$377.02M
Profit +$26M
Realized
$29.47M
Unrealized
$347.55M
Dividends
$32.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.14%
Profit
$26M
Win %
73%
This Week
Compared To Last Week
Gain
2.03%
Profit
$20.48M
Win %
73%
This Month
Compared to last month
Gain
2.03%
Profit
$20.4M
Win %
73%
This Year
Compared to last year
Gain
14.64%
Profit
$131.3M
Win %
73%
STX Seagate Technology Holdings plc
+7.25%
+$61,691 
INTC Intel Corporation
+6.48%
+$247,426.36 
WDC Western Digital Corporation
+6.36%
+$57,323.01 
KLAC KLA Corporation
+5.55%
+$1.09M 
AMD Advanced Micro Devices, Inc.
+4.75%
+$173,434.1 
ANET Arista Networks, Inc.
+4.37%
+$29,466.76 
QCOM QUALCOMM Incorporated
+4.28%
+$90,028.86 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$13,881.87 
CCL Carnival Corporation Ltd.
+3.72%
+$7,090.32 
PWR Quanta Services Inc.
+3.7%
+$32,269.79 
GEV GE Vernova Inc.
+3.65%
+$60,314.84 
DMAC DiaMedica Therapeutics Inc.
+3.48%
+$7,306.83 
JEF Jefferies Financial Group Inc.
+3.32%
+$28,446.66 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$6,627.74 
FCX Freeport-McMoRan Inc.
+3.1%
+$15,270.7 
HPE Hewlett Packard Enterprise Company
+2.95%
+$14,356.14 
CEG Constellation Energy Corporation
+2.85%
+$35,020.18 
HUM Humana Inc.
+2.83%
+$9,310.95 
CME CME Group Inc.
+2.8%
+$13,928.25 
SCHW Charles Schwab Corporation
+2.73%
+$32,398.96 
NEM Newmont Corporation
+2.69%
+$12,994.83 
AMAT Applied Materials, Inc.
+2.63%
+$91,316.22 
GS The Goldman Sachs Group, Inc.
+2.61%
+$43,772.17 
T AT&T Inc.
+2.48%
+$19,198.74 
VZ Verizon Communications Inc.
+2.46%
+$25,862.76 
JPM JPMorgan Chase & Co.
+2.3%
+$160,161.48 
HCA HCA Healthcare Inc.
+2.3%
+$8,386.79 
USB U.S. Bancorp
+2.27%
+$8,759.97 
VMC Vulcan Materials Company
+2.25%
+$6,568.71 
CMCSA Comcast Corp
+2.23%
+$9,962.39 
RCL Royal Caribbean Group
+2.19%
+$7,444.96 
AXP American Express Company
+2.18%
+$19,877.03 
SYK Stryker Corporation
+2.11%
+$12,215.84 
MLM Martin Marietta Materials, Inc.
+2.06%
+$4,167.13 
PM Philip Morris International Inc.
+2.04%
+$54,865.12 
AMP Ameriprise Financial, Inc.
+1.94%
+$11,690 
CTSH Cognizant Technology Solutions Corporation
+1.93%
+$3,490.74 
SPG Simon Property Group, Inc.
+1.93%
+$6,566.38 
TFC Truist Financial Corporation
+1.91%
+$4,462 
TSLA Tesla, Inc.
+1.88%
+$98,158.03 
FIX Comfort Systems USA, Inc.
+1.87%
+$8,441.6 
KMI Kinder Morgan, Inc.
+1.85%
+$4,840.68 
D Dominion Energy, Inc.
+1.81%
+$13,405.62 
JKHY Jack Henry & Associates, Inc.
+1.8%
+$3,336.9 
TMUS T-Mobile US, Inc.
+1.78%
+$10,582.58 
MTB M&T Bank Corporation
+1.76%
+$4,044.12 
WELL Welltower Inc.
+1.68%
+$7,917.79 
UNP Union Pacific Corporation
+1.65%
+$13,737.36 
WFC Wells Fargo & Company
+1.64%
+$17,540.55 
ACN Accenture plc Class A
+1.63%
+$7,802.34 
STT State Street Corp
+1.63%
+$2.8M 
HUBB Hubbell Inc.
+1.61%
+$6,002.25 
GLW Corning Incorporated
+1.59%
+$31,477.62 
LIN Linde plc
+1.58%
+$17,365.68 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$8,623.53 
BX Blackstone Inc.
+1.57%
+$6,129.4 
BLK BlackRock, Inc.
+1.56%
+$15,450.06 
EXC Exelon Corporation
+1.54%
+$10,869.6 
DE Deere & Company
+1.53%
+$13,620.62 
DVN Devon Energy Corporation
+1.52%
+$4,564.16 
BAC Bank of America Corporation
+1.52%
+$34,550.88 
DAL Delta Air Lines, Inc.
+1.51%
+$5,336.96 
AWK American Water Works Company, Inc.
+1.5%
+$3,240.12 
CVS CVS Health Corporation
+1.49%
+$9,984 
COF Capital One Financial Corporation
+1.49%
+$9,902.37 
CAT Caterpillar Inc.
+1.48%
+$65,188.08 
MET MetLife Inc.
+1.45%
+$5,815.33 
SYF Synchrony Financial
+1.43%
+$3,909.2 
MAR Marriott International Inc. - Class A
+1.42%
+$6,548.35 
NRG NRG Energy, Inc.
+1.42%
+$2,313.5 
OMC Omnicom Group Inc.
+1.4%
+$2,657.42 
COP ConocoPhillips
+1.39%
+$16,680.76 
PAYX Paychex Inc.
+1.39%
+$3,818.46 
MCO Moody's Corporation
+1.37%
+$3,521.32 
TXN Texas Instruments Inc
+1.36%
+$27,582.04 
SPGI S&P Global Inc.
+1.36%
+$8,978.88 
ADI Analog Devices, Inc.
+1.35%
+$14,387.31 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$7,263.7 
PSEC Prospect Capital Corporation
+1.32%
+$300 
NEE NextEra Energy, Inc.
+1.3%
+$13,980.46 
ABBV AbbVie Inc.
+1.3%
+$41,489.19 
C Citigroup Inc.
+1.27%
+$10,557.71 
APD Air Products and Chemicals, Inc.
+1.26%
+$6,251 
TEL TE Connectivity plc
+1.24%
+$6,440.69 
RMD ResMed Inc.
+1.22%
+$1,997.04 
EQIX Equinix, Inc.
+1.22%
+$6,385.68 
HLT Hilton Worldwide Holdings Inc.
+1.21%
+$5,344.22 
VLO Valero Energy Corporation
+1.2%
+$11,532.62 
LRCX Lam Research Corporation
+1.19%
+$24,248.06 
DVY iShares Select Dividend ETF
+1.19%
+$8,163.54 
WAB Wabtec Corporation
+1.18%
+$11,151.82 
IWN iShares Russell 2000 Value ETF
+1.17%
+$7,099.18 
ITW Illinois Tool Works Inc.
+1.17%
+$5,855.7 
AFL Aflac Inc.
+1.17%
+$3,661.12 
VST Vistra Corp
+1.13%
+$4,538.44 
IR Ingersoll Rand Inc.
+1.11%
+$4,355.37 
ICE Intercontinental Exchange, Inc.
+1.09%
+$4,816.19 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.09%
+$3,085.13 
AZO AutoZone Inc.
+1.08%
+$2,137.59 
JNJ Johnson & Johnson
+1.07%
+$61,375.95 
NSC Norfolk Southern Corporation
+1.07%
+$10,856.8 
PLD Prologis Inc.
+1.06%
+$5,870.28 
V Visa Inc. Class A
+1.05%
+$33,891.1 
MPC Marathon Petroleum Corporation
+1.03%
+$24,379.96 
WTRG Essential Utilities Inc.
+1.02%
+$1,984.36 
ORLY O'Reilly Automotive Inc.
+1.02%
+$7,275.36 
IWD iShares Russell 1000 Value ETF
+1.02%
+$3,376.55 
CI The Cigna Group
+1.01%
+$3,183.25 
IJR iShares Core S&P Small-Cap ETF
+1%
+$332,092.06 
KKR KKR & Co. Inc.
+0.99%
+$1,723.02 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.98%
+$4,348.62 
VO Vanguard Mid-Cap ETF
+0.97%
+$5,146.66 
AIZ Assurant Inc.
+0.97%
+$2,782.5 
SMMD iShares Russell 2500 ETF
+0.96%
+$109,658.02 
APH Amphenol Corporation
+0.95%
+$9,729.5 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$28,053.06 
VTV Vanguard Value ETF
+0.94%
+$8,561.69 
ALL Allstate Corporation
+0.93%
+$2,163.2 
HIG The Hartford Insurance Group, Inc.
+0.93%
+$3,972.22 
PRF Invesco FTSE RAFI US 1000 ETF
+0.92%
+$6,569.92 
IWM iShares Russell 2000 ETF
+0.9%
+$16,437.88 
BEDY BNY Mellon Enhanced Dividend and Income ETF
+0.9%
+$1,985.57 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.89%
+$2,473.35 
FTNT Fortinet Inc.
+0.88%
+$7,454.91 
MNST Monster Beverage Corporation
+0.86%
+$4,327.19 
PG Procter & Gamble Co
+0.85%
+$23,675.58 
SRE Sempra
+0.82%
+$2,266.5 
GE General Electric Company
+0.81%
+$18,449.03 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.81%
+$2,050 
BKNG Booking Holdings Inc.
+0.81%
+$6,633 
PCAR PACCAR Inc.
+0.8%
+$1,767.2 
SO The Southern Company
+0.8%
+$2,816.1 
PSX Phillips 66
+0.79%
+$3,999.77 
AKAM Akamai Technologies Inc.
+0.79%
+$21,407.36 
GM General Motors Company
+0.78%
+$3,888.36 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$13,947.26 
SLV iShares Silver Trust
+0.77%
+$3,120.8 
CVX Chevron Corporation
+0.75%
+$17,261.88 
KMB Kimberly-Clark Corporation
+0.75%
+$21,330.16 
SBUX Starbucks Corporation
+0.75%
+$4,459.19 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$240,782.31 
HD The Home Depot, Inc.
+0.73%
+$11,309.43 
VB Vanguard Small-Cap ETF
+0.73%
+$7,862.51 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$3,502 
MO Altria Group, Inc.
+0.72%
+$6,483.34 
COST Costco Wholesale Corporation
+0.72%
+$17,642.76 
UNH UnitedHealth Group Incorporated
+0.71%
+$17,158.72 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$6,314.8 
NTAP NetApp, Inc.
+0.71%
+$2,403.93 
WTW Willis Towers Watson Public Limited Company
+0.71%
+$1,170.24 
PYPL PayPal Holdings Inc
+0.7%
+$1,026.31 
MA Mastercard Incorporated
+0.7%
+$14,200.67 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$4,040.93 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$36,508.41 
VOYA Voya Financial Inc.
+0.68%
+$1,811.02 
ROP Roper Technologies Inc.
+0.68%
+$1,683.7 
MS Morgan Stanley
+0.66%
+$10,413.2 
YUM Yum! Brands, Inc.
+0.65%
+$1,434 
ECL Ecolab Inc.
+0.65%
+$2,007.54 
DUK Duke Energy Corporation
+0.64%
+$4,254.05 
EMR Emerson Electric Co.
+0.64%
+$2,602.6 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$2,663.09 
WMB The Williams Companies, Inc.
+0.63%
+$4,716 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$5,927.04 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$123,436.65 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$24,122.26 
VGT Vanguard Information Technology ETF
+0.6%
+$3,130.4 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$4,222.8 
AEP American Electric Power Company, Inc.
+0.59%
+$1,604.36 
CMI Cummins Inc.
+0.59%
+$5,719.86 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$2,001.09 
FDVV Fidelity High Dividend ETF
+0.59%
+$2,162.52 
IVV iShares Core S&P 500 ETF
+0.58%
+$820,218.69 
VOO Vanguard S&P 500 ETF
+0.58%
+$2,959.31 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$114,535.44 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$8,908.34 
GOOGL Alphabet Inc
+0.56%
+$71,992.36 
AIG American International Group Inc.
+0.56%
+$2,717.82 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$4,698.1 
HON Honeywell International Inc.
+0.55%
+$4,478.21 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$1,351.35 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$1,701.65 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$2,380.14 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,106.94 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$4,370.1 
MSI Motorola Solutions, Inc.
+0.47%
+$1,092.21 
VT Vanguard Total World Stock ETF
+0.46%
+$5,699.52 
GOOG Alphabet Inc
+0.46%
+$57,657.48 
WMT Walmart Inc.
+0.45%
+$16,850.85 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.45%
+$17,908 
PGR Progressive Corporation
+0.43%
+$4,101.73 
CSX CSX Corporation
+0.43%
+$7,228.71 
ROST Ross Stores, Inc.
+0.43%
+$1,275 
CINF Cincinnati Financial Corporation
+0.42%
+$1,555.61 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$9,920 
ACWI iShares MSCI ACWI ETF
+0.41%
+$24,951.68 
ROK Rockwell Automation, Inc.
+0.41%
+$1,233.28 
WBD Warner Bros. Discovery, Inc.
+0.41%
+$1,268.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$4,541.35 
PEP PepsiCo, Inc.
+0.4%
+$4,195.72 
BN Brookfield Corporation
+0.4%
+$1,602.72 
BMY Bristol-Myers Squibb Company
+0.4%
+$2,090.7 
FAST Fastenal Co.
+0.39%
+$2,246.58 
ES Eversource Energy
+0.38%
+$1,067.04 
GD General Dynamics Corporation
+0.35%
+$2,444 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$5,776 
AME Ametek Inc.
+0.34%
+$1,655.16 
AMGN Amgen Inc.
+0.34%
+$3,563.63 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.33%
+$1,919.98 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$13,770.51 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$905.6 
IDV iShares International Select Dividend ETF
+0.32%
+$1,054.48 
SLB Schlumberger Limited
+0.31%
+$1,375.33 
CDNS Cadence Design Systems, Inc.
+0.31%
+$1,639.03 
EFA iShares MSCI EAFE ETF
+0.31%
+$17,311.68 
WM Waste Management, Inc.
+0.29%
+$1,410.58 
MMM 3M Company
+0.29%
+$1,039.6 
XOM Exxon Mobil Corporation
+0.29%
+$14,286.46 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$1,480.74 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$1,114.08 
ADP Automatic Data Processing Inc.
+0.23%
+$1,167.39 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$162,146.38 
GHYB Goldman Sachs Access High Yield Corporate Bond ETF
+0.21%
+$516.61 
TRV The Travelers Companies, Inc.
+0.21%
+$817.12 
NVDA NVIDIA Corporation
+0.18%
+$52,851.17 
PFE Pfizer Inc.
+0.15%
+$802.12 
STE STERIS plc
+0.15%
+$259.16 
GWW W.W. Grainger, Inc.
+0.14%
+$405.15 
CCI Crown Castle Inc.
+0.14%
+$302 
MSFT Microsoft Corp.
+0.13%
+$24,824.8 
SHW The Sherwin-Williams Company
+0.13%
+$380.52 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$609.12 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.13%
+$466.44 
PH Parker-Hannifin Corporation
+0.12%
+$584.1 
UTHR United Therapeutics Corporation
+0.11%
+$253.14 
EA Electronic Arts Inc.
+0.11%
+$376.42 
ENB Enbridge Inc.
+0.11%
+$282.06 
CB Chubb Limited
+0.1%
+$997.9 
IOO iShares Global 100 ETF
+0.1%
+$545.67 
KO The Coca-Cola Company
+0.1%
+$1,937.6 
TXRH Texas Roadhouse Inc.
+0.1%
+$199.84 
CL Colgate-Palmolive Company
+0.07%
+$219.83 
FDX FedEx Corporation
+0.07%
+$334.88 
GSAT Globalstar, Inc.
+0.06%
+$574.75 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$246.6 
ORCL Oracle Corporation
+0.05%
+$667.91 
TJX The TJX Companies, Inc.
+0.05%
+$703.92 
AON Aon plc
+0.04%
+$158.85 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$618.56 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$489.48 
PANW Palo Alto Networks, Inc.
+0.03%
+$196.35 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$157.32 
HWM Howmet Aerospace Inc.
+0.01%
+$111.22 
MCD McDonald's Corporation
+0.01%
+$80.18 
ABC AmerisourceBergen Corporation
0%
$0 
ABOS Acumen Pharmaceuticals, Inc.
0%
$0 
ANTM Anthem Inc
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
EQT
0%
$0 
JCI
0%
$0 
LEN
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.01 
ADBE Adobe Inc.
-6.71%
-$29,233.1 
ADSK Autodesk, Inc.
-3.47%
-$7,425.6 
CTAS Cintas Corporation
-3.09%
-$19,102.38 
DASH DoorDash, Inc.
-2.59%
-$3,572.91 
JKE iShares Morningstar Large-Cap Growth ETF
-2.43%
-$21,744.5 
LLY Eli Lilly and Company
-2.41%
-$150,984.68 
PLTR Palantir Technologies Inc.
-2.35%
-$28,754.9 
NKE Nike, Inc. - Class B
-2.33%
-$3,678.66 
ZTS Zoetis Inc.
-2.25%
-$3,105.51 
ABT Abbott Laboratories
-1.68%
-$13,262.33 
LMT Lockheed Martin Corporation
-1.54%
-$8,931.64 
UFPT UFP Technologies Inc.
-1.53%
-$96,843.6 
AAPL Apple Inc.
-1.52%
-$507,015 
MU Micron Technology, Inc.
-1.42%
-$87,223.57 
MRK Merck & Co., Inc.
-1.41%
-$29,992.65 
LHX L3Harris Technologies, Inc.
-1.39%
-$7,007.87 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$13,896.14 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$11,201.78 
AMZN Amazon.com Inc
-1.21%
-$171,917.16 
AMT American Tower Corporation
-1.19%
-$4,325.64 
NFLX Netflix, Inc.
-1.14%
-$22,338.6 
BA Boeing Company
-1.13%
-$5,695.19 
UBER Uber Technologies, Inc.
-1.12%
-$7,242.3 
IBM International Business Machines Corporation
-0.97%
-$16,006.71 
AJG Arthur J. Gallagher & Co.
-0.95%
-$1,736.53 
AVGO Broadcom Inc.
-0.94%
-$94,279.54 
NOW ServiceNow, Inc.
-0.84%
-$5,840.32 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$2,874.05 
BDX Becton, Dickinson and Company
-0.75%
-$2,453.92 
EW Edwards Lifesciences Corporation
-0.73%
-$1,673.28 
CSCO Cisco Systems, Inc.
-0.6%
-$20,337.07 
BSX Boston Scientific Corporation
-0.59%
-$2,653.84 
MDLZ Mondelez International, Inc.
-0.58%
-$3,273.02 
SNPS Synopsys, Inc.
-0.57%
-$1,807.81 
ETN Eaton Corporation plc
-0.55%
-$9,238.88 
SYY Sysco Corporation
-0.54%
-$1,781.92 
UPS United Parcel Service, Inc.
-0.52%
-$1,591.61 
ISRG Intuitive Surgical, Inc.
-0.44%
-$4,349.41 
TT Trane Technologies plc
-0.42%
-$4,508.48 
NOC Northrop Grumman Corporation
-0.4%
-$3,737.83 
CBOE Cboe Global Markets Inc.
-0.37%
-$1,318.67 
DHR Danaher Corporation
-0.36%
-$2,521.31 
MCK McKesson Corporation
-0.36%
-$3,096.8 
RTX RTX Corporation
-0.34%
-$7,651.47 
DIS The Walt Disney Company
-0.3%
-$2,095.66 
CRM Salesforce Inc
-0.25%
-$2,456.31 
META Meta Platforms Inc Class A
-0.23%
-$14,310.29 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$724.85 
MDT Medtronic plc
-0.21%
-$959.14 
GILD Gilead Sciences Inc.
-0.21%
-$1,258.14 
TDG TransDigm Group Inc.
-0.14%
-$299.2 
EVTR Eaton Vance Total Return Fund
-0.14%
-$700 
LOW Lowe's Companies Inc.
-0.12%
-$1,450.56 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$28,917.67 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$827.2 
INTU Intuit Inc.
-0.1%
-$360.64 
HTRB Hartford Total Return Bond ETF
-0.09%
-$19,687.08 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$2,977.07 
TSCO Tractor Supply Company
-0.03%
-$44.07 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.03%
-$75.03 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$153.18 
MUB iShares National Muni Bond ETF
-0.01%
-$806.62 Events
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Dividends
Dividend Analysis
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| Trades 3043 | Longs Won 2066/3043 67% | Profit Factor 28.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.38M |
| Average Win $189,147.84 | Best Trade (Jun 12) $63.9M | Sharpe Ratio -2.45 |
| Average Loss -$14,078.99 | Worst Trade (Jun 11) -$898,594.51 | Z-Score 21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w | Expectancy $123,898.87 |
| 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 | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
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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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