John Ritter Portfolio
Invests via Ritter Daniher Financial Advisory LLC / DE | Managed by John K. Ritter, Jeffrey E. Daniher
Invests via Ritter Daniher Financial Advisory LLC / DE
Managed by John K. Ritter, Jeffrey E. Daniher
Automatically Tracked
John Ritter Profile
With a dynamic career spanning both the finance and technology sectors, John Ritter has established himself as a prominent entrepreneurial founder. He is known for his innovative approach to startup development and market disruption. Through strategic partnerships and a keen eye for emerging trends, he has successfully launched several ventures that blend technology with consumer needs. His background in financial analytics enriches his insights into market dynamics, making him an influential figure among investors seeking groundbreaking opportunities. Ritter's leadership continues to inspire growth within various business ecosystems while bridging the gap between traditional finance and modern innovation.
With a dynamic career spanning both the finance and technology sectors, John Ritter has established himself as a prominent entrepreneurial founder. He is known for his innovative approach to startup development and market disruption. Through strategic partnerships and a keen eye for emerging trends, he has successfully launched several ventures that blend technology with consumer needs. His background in financial analytics enriches his insights into market dynamics, making him an influential figure among investors seeking groundbreaking opportunities. Ritter's leadership continues to inspire growth within various business ecosystems while bridging the gap between traditional finance and modern innovation.
Investment Philosophy & Strategy
The technology landscape is rapidly evolving, creating fertile ground for innovative startups. John Ritter leverages his extensive experience in finance and entrepreneurship to identify disruptive market opportunities. With a strong emphasis on strategic partnerships, he aims to harness emerging trends that cater to consumer demands while ensuring long-term viability. His ability to integrate financial analytics into the entrepreneurial process allows for informed decision-making and operational efficiency. By focusing on scalable solutions, Ritter continuously seeks out ventures capable of transforming industries and capturing significant market share.
The technology landscape is rapidly evolving, creating fertile ground for innovative startups. John Ritter leverages his extensive experience in finance and entrepreneurship to identify disruptive market opportunities. With a strong emphasis on strategic partnerships, he aims to harness emerging trends that cater to consumer demands while ensuring long-term viability. His ability to integrate financial analytics into the entrepreneurial process allows for informed decision-making and operational efficiency. By focusing on scalable solutions, Ritter continuously seeks out ventures capable of transforming industries and capturing significant market share.
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:
90.91%
Gain +0.12%
Monthly
1.72%
Yearly
22.75%
Drawdown
26.11%
$650.09M
Equity
Holdings
$650.09M
Investment
$483.66M
$181.79M
Profit -$250,269.6
Realized
$15.36M
Unrealized
$166.43M
Dividends
$29.5M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.12%
Profit
-$250,269.6
Win %
77%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$2.04M
Win %
77%
This Month
Compared to last month
Gain
-0.68%
Profit
-$4.42M
Win %
77%
This Year
Compared to last year
Gain
-0.72%
Profit
-$4.66M
Win %
75%
IREN IREN Limited
+19.57%
+$92.12 
CIFR Cipher Mining Inc.
+16.97%
+$125.16 
GLXY Galaxy Digital Inc. Class A Common Stock
+9.38%
+$182.7 
ELF Elf Beauty Inc.
+8.12%
+$299 
APLD Applied Digital Corporation
+7.99%
+$1,382.26 
DAPP VanEck Digital Transformation ETF
+6.45%
+$198 
TNDM Tandem Diabetes Care Inc.
+5.97%
+$51 
CHWY Chewy Inc.
+5.02%
+$1,102.5 
BABA Alibaba Group Holding Limited SP ADR
+4.69%
+$1,300.19 
CRDO Credo Technology Group Holding Ltd.
+4.63%
+$15,099.12 
BW Babcock & Wilcox Enterprises, Inc.
+4.6%
+$45.5 
LCNB Lcnb Corporation
+3.5%
+$364,431.09 
JOBY Joby Aviation, Inc.
+3.32%
+$582 
MRVL Marvell Technology, Inc.
+3.32%
+$657.3 
BF-B Brown-Forman Corporation
+3.28%
+$168 
SMR NuScale Power Corporation
+3.07%
+$177.68 
NU Nu Holdings Ltd.
+2.94%
+$80 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+2.93%
+$329 
ELV Elevance Health, Inc.
+2.46%
+$22,543.07 
BIDU Baidu Inc.
+2.4%
+$115.65 
LUNR Intuitive Machines, Inc.
+2.29%
+$13.64 
ISRG Intuitive Surgical, Inc.
+2.24%
+$3,123.25 
MSFT Microsoft Corp.
+2.15%
+$90,451.13 
MTZ MasTec, Inc. Common Stock
+2.14%
+$352.75 
INTC Intel Corporation
+2.12%
+$8,140.6 
INOD Innodata Inc.
+2.09%
+$60.96 
WDC Western Digital Corporation
+2.08%
+$4,965 
FISV Fiserv, Inc.
+2.07%
+$52.5 
GEV GE Vernova Inc.
+2.07%
+$4,185.77 
SURG SurgePays Inc.
+2.04%
+$0.1 
WAR U.S. Global Technology and Aerospace & Defense ETF
+2.01%
+$232 
JEDI Defiance Drone & Modern Warfare ETF
+1.98%
+$50.6 
AVGO Broadcom Inc.
+1.98%
+$12,718.89 
ETOR eToro Group Ltd.
+1.95%
+$56 
CLS Celestica Inc.
+1.95%
+$709.06 
MU Micron Technology, Inc.
+1.95%
+$2,955.29 
JKS JinkoSolar Holding Co., Ltd. ADR
+1.94%
+$328.96 
PLTR Palantir Technologies Inc.
+1.87%
+$491.53 
UAL United Airlines Holdings, Inc.
+1.83%
+$506.4 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+1.8%
+$749.39 
CRM Salesforce Inc
+1.76%
+$2,748 
CSIQ Canadian Solar Inc.
+1.67%
+$277.5 
LUMN Lumen Technologies Inc.
+1.67%
+$10.29 
JBL Jabil Inc.
+1.62%
+$92.91 
VST Vistra Corp
+1.62%
+$126.25 
AMD Advanced Micro Devices, Inc.
+1.57%
+$1,483.9 
WRB W.R. Berkley Corporation
+1.55%
+$108.78 
HODL VanEck Bitcoin ETF
+1.54%
+$618.24 
DOW Dow Inc.
+1.52%
+$331.51 
GOOG Alphabet Inc
+1.52%
+$34,849.5 
GOOGL Alphabet Inc
+1.5%
+$93,025.62 
EPD Enterprise Products Partners L.P.
+1.49%
+$55.29 
IBIT iShares Bitcoin Trust
+1.49%
+$433.62 
BITB Bitwise Bitcoin ETF
+1.47%
+$10.2 
GRAB Grab Holdings Limited
+1.4%
+$50 
ICE Intercontinental Exchange, Inc.
+1.4%
+$1,630.2 
FINX GLOBAL X FINTECH ETF
+1.39%
+$80.5 
MOS Mosaic Company
+1.29%
+$21.66 
ARKW ARK Next Generation Internet ETF
+1.27%
+$145.4 
CVX Chevron Corporation
+1.21%
+$6,845.57 
VLO Valero Energy Corporation
+1.19%
+$147.4 
SIGA Siga Technologies Inc.
+1.16%
+$0.72 
NRG NRG Energy, Inc.
+1.14%
+$95.87 
AMZN Amazon.com Inc
+1.12%
+$59,709.84 
WMB The Williams Companies, Inc.
+1.08%
+$75.84 
SCHW Charles Schwab Corporation
+1.07%
+$14,916.65 
VEEV Veeva Systems Inc.
+1.04%
+$1,851.85 
THNQ Robo Global Artificial Intelligence ETF
+1%
+$556.08 
ROST Ross Stores, Inc.
+0.99%
+$129.92 
ABT Abbott Laboratories
+0.99%
+$866 
RGTI Rigetti Computing Inc
+0.99%
+$37.1 
DEO Diageo plc Sponsored ADR
+0.98%
+$389.5 
QTRX Quanterix Corporation
+0.91%
+$5.25 
CI The Cigna Group
+0.89%
+$184.26 
ASA ASA Gold and Precious Metals Limited
+0.85%
+$205 
COP ConocoPhillips
+0.83%
+$3,839.1 
NLOP Net Lease Office Properties.
+0.82%
+$1.33 
T AT&T Inc.
+0.8%
+$645.75 
OMC Omnicom Group Inc.
+0.78%
+$501.12 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.73%
+$31 
FCX Freeport-McMoRan Inc.
+0.73%
+$44.62 
TGRW T. Rowe Price Growth Stock ETF
+0.72%
+$15,766.02 
MA Mastercard Incorporated
+0.72%
+$7,425.56 
DUK Duke Energy Corporation
+0.71%
+$2,751.88 
XOM Exxon Mobil Corporation
+0.7%
+$10,216.49 
KO The Coca-Cola Company
+0.67%
+$2,732.95 
V Visa Inc. Class A
+0.67%
+$9,729.17 
PWR Quanta Services Inc.
+0.64%
+$2,818.53 
MOG-A Moog Inc.
+0.61%
+$78.87 
MO Altria Group, Inc.
+0.6%
+$79.66 
ALAI Alger AI Enablers & Adopters ETF
+0.59%
+$236.88 
BHM Bluerock Homes Trust Inc.
+0.58%
+$878.55 
IT Gartner Inc.
+0.57%
+$88 
GD General Dynamics Corporation
+0.53%
+$1,852.5 
HST Host Hotels & Resorts Inc.
+0.5%
+$55.68 
RTX RTX Corporation
+0.5%
+$3,384.96 
NPFD Nuveen Variable Rate Preferred & Income Fund
+0.49%
+$294.21 
THG Hanover Insurance Group, Inc.
+0.48%
+$105.06 
XLE Energy Select Sector SPDR Fund
+0.48%
+$182.87 
ACGL Arch Capital Group Ltd
+0.47%
+$46.56 
NOC Northrop Grumman Corporation
+0.47%
+$245 
FIVN Five9 Inc.
+0.47%
+$14.4 
TLSI TriSalus Life Sciences Inc.
+0.47%
+$10 
VDE Vanguard Energy ETF
+0.46%
+$405 
SJM The J.M. Smucker Company
+0.46%
+$156.57 
SOXX iShares Semiconductor ETF
+0.45%
+$41.94 
EEM iShares MSCI Emerging Markets ETF
+0.44%
+$971.6 
DAL Delta Air Lines, Inc.
+0.43%
+$217.44 
TZOO Travelzoo Inc.
+0.41%
+$0.41 
ANET Arista Networks, Inc.
+0.41%
+$209.76 
NANC Unusual Subversive Dticker NANC ETF
+0.39%
+$39 
CHY Calamos Convertible and High Income Fund
+0.38%
+$47.5 
TRFK Pacer Data and Digital Revolution ETF
+0.38%
+$85 
SLV iShares Silver Trust
+0.37%
+$828.97 
RPG Invesco S&P 500 Pure Growth ETF
+0.35%
+$605.4 
APD Air Products and Chemicals, Inc.
+0.35%
+$938.32 
PSLV Sprott Physical Silver Trust
+0.33%
+$51.72 
XAR SPDR S&P Aerospace & Defense ETF
+0.33%
+$13.6 
SMH VanEck Semiconductor ETF
+0.31%
+$14 
RDDT Reddit Inc Class A
+0.29%
+$106 
LULU lululemon athletica inc.
+0.29%
+$91.46 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.29%
+$3,978.49 
AMCX AMC Networks Inc.
+0.29%
+$0.06 
SCHE Schwab Emerging Markets Equity ETF
+0.28%
+$39.2 
NXPI NXP Semiconductors N.V.
+0.28%
+$15.54 
BP BP p.l.c. Sponsored ADR
+0.26%
+$34.21 
ARTY iShares Future AI & Tech ETF
+0.26%
+$25.33 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.26%
+$9,233.7 
AG First Majestic Silver Corp
+0.25%
+$28 
USAI Pacer American Energy Independence ETF
+0.24%
+$6.09 
QGRW WisdomTree U.S. Quality Growth Fund
+0.24%
+$53,535.45 
KVUE Kenvue Inc.
+0.24%
+$46.89 
NVDA NVIDIA Corporation
+0.23%
+$1,916.23 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.21%
+$9.32 
HIG The Hartford Insurance Group, Inc.
+0.18%
+$19.76 
DNN Denison Mines Corp.
+0.18%
+$50 
VSNT Versant Media Group, Inc.
+0.17%
+$2.58 
MDT Medtronic plc
+0.16%
+$337.61 
IGV iShares Expanded Tech-Software Sector ETF
+0.15%
+$15.4 
ILCG iShares Morningstar Growth ETF
+0.14%
+$48.16 
IBM International Business Machines Corporation
+0.14%
+$337.2 
LMT Lockheed Martin Corporation
+0.14%
+$24.31 
CVS CVS Health Corporation
+0.14%
+$10.95 
VWO Vanguard FTSE Emerging Markets ETF
+0.14%
+$54.72 
L Loews Corporation
+0.14%
+$19.37 
XISE FT Vest US Equity Buffer & Protection Fund
+0.13%
+$39.28 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.13%
+$455.7 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.12%
+$37.57 
GQI Natixis Gateway Quality Income ETF
+0.12%
+$6.3 
DMAR FT Vest US Equity Deep Buffer Fund
+0.11%
+$236.25 
CB Chubb Limited
+0.11%
+$19.5 
MPT Medical Properties Trust, Inc.
+0.1%
+$38.01 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$8,749.78 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$7,282.08 
DMAY FT Vest US Equity Deep Buffer Fund
+0.09%
+$1,853.04 
PATH Uipath Inc.
+0.08%
+$0.2 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.08%
+$576.8 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.08%
+$30.8 
FTEC Fidelity MSCI Information Technology Index ETF
+0.07%
+$17.8 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.07%
+$4.03 
MPLX MPLX LP
+0.07%
+$86.92 
MTB M&T Bank Corporation
+0.07%
+$7.82 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$171.2 
RYT Invesco S&P 500 Equal Weight ETF
+0.07%
+$14.48 
OKE ONEOK, Inc.
+0.06%
+$66.78 
CHAT Roundhill Generative AI & Technology ETF
+0.06%
+$8.35 
STT State Street Corp
+0.06%
+$13.53 
KLAR Klarna Group Plc
+0.05%
+$0.8 
GDEC FT VEST US Equity Moderate B Fund
+0.04%
+$4.25 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.04%
+$386.4 
RAAX VanEck Real Assets ETF
+0.04%
+$56.23 
GOCT FT Vest US Equity Moderate Fund
+0.04%
+$24.52 
VUG Vanguard Growth ETF
+0.04%
+$933.81 
USB U.S. Bancorp
+0.03%
+$73.4 
AVEM Avantis Emerging Markets Equity ETF
+0.03%
+$9,722.6 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$373.26 
DNOV FT Vest US Equity Deep Buffer Fund
+0.02%
+$80.82 
VONG Vanguard Russell 1000 Growth Fund
+0.02%
+$0.98 
BPRE
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
G2004J103
0%
$0 
PEBO Peoples Bancorp Inc.
0%
$0 
PMBS
0%
$0 
QBTS D-Wave Quantum Inc.
0%
$0 
RMI RiverNorth Opportunistic Municipal Income Fund, Inc.
0%
$0 
SMB VanEck Short Muni ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XMAY
0%
$0 
TEM Tempus AI, Inc.
-7.74%
-$52.78 
VELO Velo3D, Inc.
-5.76%
-$201.3 
DXYZ Destiny Tech100 Inc.
-5.43%
-$352.5 
CSL Carlisle Companies Inc.
-5.22%
-$360.8 
GRAL Grail, Inc.
-5.11%
-$137.27 
ENPH Enphase Energy, Inc.
-5.08%
-$1,350.4 
KSCP Knightscope, Inc.
-4.76%
-$2.1 
LINC Lincoln Educational Services Corporation
-4.35%
-$654.5 
PRDO Perdoceo Education Corporation
-4.04%
-$8.96 
ORCL Oracle Corporation
-3.99%
-$11,612.16 
APOG Apogee Enterprises Inc.
-3.92%
-$1,506.96 
KKR KKR & Co. Inc.
-3.91%
-$130.35 
REMX VanEck Rare Earth and Strategic Metals ETF
-3.91%
-$2,541.8 
VYGR Voyager Therapeutics Inc.
-3.79%
-$0.6 
WBD Warner Bros. Discovery, Inc.
-3.76%
-$1,031.21 
VOYG Voyager Technologies, Inc.
-3.75%
-$203.7 
PAG Penske Automotive Group Inc.
-3.55%
-$720 
INDV Indivior Pharmaceuticals, Inc.
-3.5%
-$8.52 
RUN Sunrun Inc.
-3.46%
-$336.2 
IP International Paper Company
-3.45%
-$129.5 
LCID Lucid Group, Inc.
-3.4%
-$9 
DEFT Defi Technologies Inc.
-3.29%
-$4.9 
WOR Worthington Enterprises Inc.
-3.19%
-$1,906.38 
FSLR First Solar, Inc.
-3.15%
-$4,375.4 
BROS Dutch Bros Inc.
-3.13%
-$214 
URI United Rentals, Inc.
-3.11%
-$4,068.75 
LOUP Innovator Deepwater Frontier Tech ETF
-3.11%
-$265.05 
CRML Critical Metals Corp.
-2.97%
-$103.55 
TSLA Tesla, Inc.
-2.97%
-$39,007.6 
LECO Lincoln Electric Holdings, Inc.
-2.89%
-$14,808.85 
KRMN Karman Holdings Inc.
-2.79%
-$5.16 
NXT Nextracker Inc.
-2.78%
-$430.5 
RKLB Rocket Lab Corporation
-2.78%
-$35.72 
NVS Novartis AG Sponsored ADR
-2.74%
-$11,890.51 
LLY Eli Lilly and Company
-2.74%
-$46,170.98 
HPE Hewlett Packard Enterprise Company
-2.71%
-$2,356.73 
SOLV Solventum Corporation
-2.59%
-$101.09 
KTB Kontoor Brands Inc.
-2.56%
-$972.16 
CARR Carrier Global Corporation
-2.5%
-$1,756.12 
KLAC KLA Corporation
-2.48%
-$2,003.02 
HPQ HP Inc.
-2.48%
-$2.46 
NUE Nucor Corporation
-2.47%
-$2,369.25 
MRK Merck & Co., Inc.
-2.42%
-$3,884.13 
IBRX ImmunityBio, Inc.
-2.41%
-$611.42 
SHW The Sherwin-Williams Company
-2.35%
-$691.53 
BDX Becton, Dickinson and Company
-2.3%
-$1,612.52 
DECK Deckers Outdoor Corporation
-2.3%
-$1,391.6 
BAX Baxter International Inc.
-2.3%
-$208 
USFD US Foods Holding Corp
-2.26%
-$101.2 
ICLR ICON plc
-2.25%
-$1,417.22 
TAN Invesco Solar ETF
-2.17%
-$258.57 
GE General Electric Company
-2.16%
-$6,533.96 
FCNCA First Citizens BancShares, Inc.
-2.16%
-$229.25 
ALB Albemarle Corporation
-2.16%
-$72.94 
DOV Dover Corporation
-2.15%
-$234.6 
AAPL Apple Inc.
-2.14%
-$253,424.6 
LIT GLOBAL X LITHIUM & BATTERY T
-2.09%
-$224.51 
LRCX Lam Research Corporation
-2.09%
-$372.78 
BA Boeing Company
-2.08%
-$4,571.5 
AQWA Global X Clean Water ETF
-2.06%
-$300.8 
CRBG Corebridge Financial Inc.
-2.04%
-$225.55 
AYI Acuity Brands Inc.
-2.04%
-$149.6 
NFLX Netflix, Inc.
-2%
-$2,580.6 
PKG Packaging Corporation of America
-1.93%
-$117 
DRI Darden Restaurants, Inc.
-1.92%
-$133.35 
LOW Lowe's Companies Inc.
-1.91%
-$5,141.56 
EPAC Enerpac Tool Group Corp.
-1.91%
-$64.68 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-1.9%
-$498.96 
CC Chemours Co.
-1.88%
-$107.25 
ITRI Itron Inc.
-1.88%
-$129.6 
UNP Union Pacific Corporation
-1.85%
-$3,538.47 
BBWI Bath & Body Works, Inc.
-1.82%
-$66.5 
WMT Walmart Inc.
-1.79%
-$6,162.84 
ORLY O'Reilly Automotive Inc.
-1.77%
-$1,641.6 
XYL Xylem Inc.
-1.76%
-$317.52 
VTRS Viatris Inc.
-1.74%
-$20.4 
HD The Home Depot, Inc.
-1.71%
-$4,211.48 
PFG Principal Financial Group, Inc.
-1.66%
-$107.73 
JNJ Johnson & Johnson
-1.66%
-$6,217.97 
SNX TD Synnex Corporation
-1.63%
-$324.72 
SRE Sempra
-1.63%
-$829.5 
F Ford Motor Company
-1.62%
-$145.82 
MCFT MasterCraft Boat Holdings, Inc.
-1.6%
-$2.4 
MLM Martin Marietta Materials, Inc.
-1.59%
-$125.58 
ITW Illinois Tool Works Inc.
-1.58%
-$435.5 
SOFI SoFi Technologies, Inc.
-1.56%
-$39.96 
PLD Prologis Inc.
-1.55%
-$86.03 
IONQ IonQ, Inc.
-1.54%
-$21.4 
ZBH Zimmer Biomet Holdings, Inc.
-1.53%
-$312.7 
ECL Ecolab Inc.
-1.52%
-$3,818.88 
SNY Sanofi American Depositary Receipt
-1.52%
-$1,117.92 
STE STERIS plc
-1.52%
-$397.2 
DTE DTE Energy Company
-1.52%
-$157.5 
NSC Norfolk Southern Corporation
-1.51%
-$13,768.19 
MAS Masco Corporation
-1.48%
-$2,227.2 
CMI Cummins Inc.
-1.45%
-$1,177.5 
DGX Quest Diagnostics Inc.
-1.42%
-$221.26 
TDY Teledyne Technologies Incorporated
-1.4%
-$159.66 
EXPE Expedia Group, Inc.
-1.37%
-$107.01 
BAC Bank of America Corporation
-1.35%
-$7,138 
NI NiSource Inc.
-1.35%
-$149.42 
NVO Novo Nordisk A/S Sponsored ADR
-1.34%
-$604.12 
FERG Ferguson Enterprises Inc
-1.33%
-$61.82 
WFC Wells Fargo & Company
-1.33%
-$16,884.35 
PBD Invesco Global Clean Energy ETF
-1.32%
-$373.92 
CTAS Cintas Corporation
-1.3%
-$59,002.25 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.3%
-$402.5 
SLB Schlumberger Limited
-1.28%
-$61.2 
MAC The Macerich Company
-1.27%
-$1,011.45 
CSX CSX Corporation
-1.26%
-$480 
RIVN Rivian Automotive, Inc.
-1.26%
-$26.4 
DIS The Walt Disney Company
-1.26%
-$7,078.65 
GLAD Gladstone Capital Corporation
-1.26%
-$805.5 
ICLN iShares Global Clean Energy ETF
-1.25%
-$1,041.44 
COR Cencora, Inc.
-1.24%
-$5,802.61 
BKNG Booking Holdings Inc.
-1.23%
-$16,062.69 
MCK McKesson Corporation
-1.22%
-$2,914.9 
AON Aon plc
-1.22%
-$232.96 
PFE Pfizer Inc.
-1.22%
-$4,167.22 
VHT Vanguard Health Care ETF
-1.21%
-$2,429.18 
GMED Globus Medical Inc.
-1.21%
-$118.11 
ED Consolidated Edison, Inc.
-1.2%
-$337.5 
MDLZ Mondelez International, Inc.
-1.2%
-$256.96 
PEP PepsiCo, Inc.
-1.2%
-$3,460.4 
AEIS Advanced Energy Industries Inc.
-1.19%
-$253.5 
PHO Invesco Water Resources ETF
-1.17%
-$3,572.91 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$2,165.28 
GFS GlobalFoundries Inc.
-1.17%
-$10.05 
PPL PPL Corporation
-1.16%
-$448.62 
ETR Entergy Corporation
-1.15%
-$143 
RNST Renasant Corporation
-1.14%
-$101 
RONB Baron First Principles ETF
-1.13%
-$63.75 
XLV Health Care Select Sector SPDR Fund
-1.12%
-$2,809.11 
IQV IQVIA Holdings Inc.
-1.12%
-$8,680.94 
AA Alcoa Corporation
-1.11%
-$359.17 
CSCO Cisco Systems, Inc.
-1.11%
-$4,245.76 
BHF Brighthouse Financial Inc.
-1.07%
-$7.7 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$1,313.25 
ADBE Adobe Inc.
-1.06%
-$614.95 
PNC The PNC Financial Services Group, Inc.
-1.06%
-$1,142.76 
RL Ralph Lauren Corporation
-1.05%
-$112.42 
MET MetLife Inc.
-1.05%
-$224.73 
OBDC Blue Owl Capital Corporation
-1.05%
-$194.12 
HBAN Huntington Bancshares Incorporated
-1.04%
-$990.28 
CMS CMS Energy Corporation
-1.03%
-$111.72 
THRM Gentherm Inc.
-1.03%
-$18.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
-1.03%
-$18,458.88 
PAVE Global X U.S. Infrastructure Development ETF
-1.02%
-$987.85 
FITB Fifth Third Bancorp
-1.02%
-$5,520.04 
GIS General Mills, Inc.
-1.01%
-$70.84 
VGK Vanguard FTSE Europe ETF
-1.01%
-$102.92 
CHKP Check Point Software Technologies Ltd.
-1%
-$1,819.36 
UNH UnitedHealth Group Incorporated
-0.99%
-$3,358.08 
VAW Vanguard Materials ETF
-0.99%
-$53.28 
FR First Industrial Realty Trust Inc.
-0.97%
-$258.62 
AXP American Express Company
-0.97%
-$1,826.65 
BWXT Bwx Technologies Inc.
-0.95%
-$121.5 
KLXE KLX Energy Services Holdings, Inc.
-0.94%
-$0.08 
GBX Greenbrier Companies, Inc.
-0.94%
-$95.88 
BMY Bristol-Myers Squibb Company
-0.92%
-$3,647.28 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.92%
-$183.54 
HRB H&R Block Inc.
-0.92%
-$0.77 
PRU Prudential Financial, Inc.
-0.92%
-$331.36 
CGW Invesco S&P Global Water Index ETF
-0.91%
-$96 
WPC W. P. Carey Inc.
-0.91%
-$153.87 
GLW Corning Incorporated
-0.89%
-$376.75 
CDEI Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
-0.87%
-$1,068 
DTM Dt Midstream Inc.
-0.86%
-$42.5 
DFAT Dimensional US Targeted Value ETF
-0.86%
-$503.36 
DCI Donaldson Company, Inc.
-0.85%
-$367.29 
QCOM QUALCOMM Incorporated
-0.85%
-$2,541.86 
GGB Gerdau S.A.
-0.85%
-$85.4 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.84%
-$180.8 
SO The Southern Company
-0.84%
-$1,160 
NEE NextEra Energy, Inc.
-0.83%
-$9,822.02 
AEP American Electric Power Company, Inc.
-0.82%
-$1,095.45 
FRTY Alger Mid Cap 40 ETF
-0.82%
-$27.3 
DFIV Dimensional International Value ETF
-0.82%
-$102.37 
DFSV Dimensional US Small Cap Value ETF
-0.81%
-$6.72 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.8%
-$11,220.67 
EWA iShares MSCI Australia ETF
-0.8%
-$69 
HRMY Harmony Biosciences Holdings, Inc.
-0.8%
-$1.08 
IJH iShares Core S&P Mid-Cap ETF
-0.79%
-$255,167.4 
KR Kroger Co.
-0.79%
-$1,682.84 
GAIN Gladstone Investment Corporation
-0.79%
-$207.22 
PSA Public Storage Common Stock
-0.79%
-$375 
WTRG Essential Utilities Inc.
-0.78%
-$261.02 
CNXC Concentrix Corporation
-0.78%
-$2.28 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.78%
-$9,272 
EFG iShares MSCI EAFE Growth ETF
-0.78%
-$10,752.67 
ADI Analog Devices, Inc.
-0.77%
-$4,439.9 
FTNT Fortinet Inc.
-0.77%
-$175 
ON ON Semiconductor Corporation
-0.77%
-$40.2 
FMTM MarketDesk Focused U.S. Momentum ETF
-0.76%
-$1.45 
AMAT Applied Materials, Inc.
-0.75%
-$10,684.08 
AME Ametek Inc.
-0.75%
-$93.81 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$902.16 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.74%
-$12,136.32 
TROW T. Rowe Price Group, Inc.
-0.73%
-$107.5 
EFA iShares MSCI EAFE ETF
-0.73%
-$7,851.24 
UNIT Uniti Group Inc.
-0.72%
-$323.12 
IJS iShares S&P Small-Cap 600 Value ETF
-0.72%
-$8,362.53 
ABNB Airbnb, Inc.
-0.71%
-$1,383.19 
ROBO ROBO Global Robotics & Automation Index ETF
-0.71%
-$43.45 
HUBB Hubbell Inc.
-0.7%
-$65.36 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$262,499.4 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$33,819.93 
WEC WEC Energy Group Inc.
-0.7%
-$94.01 
EFV iShares MSCI EAFE Value ETF
-0.69%
-$4,903.91 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.69%
-$440.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.69%
-$6,292.8 
IYC iShares U.S. Consumer Discretionary ETF
-0.69%
-$131.1 
IWS iShares Russell Mid-Cap Value ETF
-0.69%
-$3,967.2 
VXF Vanguard Extended Market ETF
-0.69%
-$53.95 
NKE Nike, Inc. - Class B
-0.67%
-$293.52 
ARCO Arcos Dorados Holdings Inc.
-0.67%
-$59.02 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.67%
-$344.76 
ITT Itt Inc.
-0.67%
-$56.32 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.67%
-$10,104.3 
AVIV Avantis International Large Cap Value ETF
-0.66%
-$11,874.72 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.66%
-$11.05 
IJR iShares Core S&P Small-Cap ETF
-0.65%
-$148,432.45 
PIO Invesco Global Water ETF
-0.65%
-$883.63 
REG Regency Centers Corporation
-0.65%
-$65.34 
DFIS Dimensional International Small Cap ETF
-0.65%
-$77,926.53 
JPM JPMorgan Chase & Co.
-0.65%
-$44,712.72 
VB Vanguard Small-Cap ETF
-0.65%
-$5,439.36 
DLS WisdomTree International SmallCap Dividend Fund
-0.65%
-$146.06 
SBUX Starbucks Corporation
-0.65%
-$444.72 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.64%
-$5,265.74 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.64%
-$11,145.2 
VOE Vanguard Mid-Cap Value ETF
-0.64%
-$8,564.31 
ITA iShares U.S. Aerospace & Defense ETF
-0.63%
-$146 
IVE ISHARES S&P 500 VALUE ETF
-0.63%
-$3,522.96 
SCHM Schwab U.S. Mid-Cap ETF
-0.63%
-$1,010.46 
LAND Gladstone Land Corporation
-0.63%
-$116 
JHMM John Hancock Multifactor Mid Cap ETF
-0.62%
-$1,840.46 
VFMF Vanguard U.S. Multifactor ETF
-0.62%
-$14.56 
COF Capital One Financial Corporation
-0.62%
-$54.18 
IWM iShares Russell 2000 ETF
-0.62%
-$5,126.97 
DGRO iShares Core Dividend Growth ETF
-0.6%
-$306,402.91 
UL Unilever PLC Sponsored American Depositary Receipt
-0.6%
-$1,641.37 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.6%
-$351.56 
DVY iShares Select Dividend ETF
-0.59%
-$3,140.16 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.59%
-$1,251.84 
CTVA Corteva Inc.
-0.58%
-$371.79 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.58%
-$519.75 
DOMO Domo Inc. Class B Common Stock
-0.57%
-$1 
PG Procter & Gamble Co
-0.56%
-$59,433.36 
SCHF Schwab International Equity ETF
-0.56%
-$1,251.15 
WWD Woodward Inc.
-0.54%
-$34.08 
COST Costco Wholesale Corporation
-0.54%
-$6,160.05 
GOOD Gladstone Commercial Corporation
-0.53%
-$280.7 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.53%
-$252.72 
XLU Utilities Select Sector SPDR Fund
-0.53%
-$86.4 
VNQ Vanguard Real Estate ETF
-0.53%
-$171.19 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.53%
-$43.2 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.53%
-$8,743.8 
FVD First Trust Value Line Dividend Index Fund
-0.52%
-$70.98 
VPU Vanguard Utilities ETF
-0.52%
-$206.04 
AOA iShares Core Aggressive Allocation ETF
-0.52%
-$15.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.52%
-$165.75 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.52%
-$1,079 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.51%
-$129.8 
LHX L3Harris Technologies, Inc.
-0.51%
-$342.72 
MTG MGIC Investment Corporation
-0.51%
-$47.55 
IWR iShares Russell Mid-Cap ETF
-0.5%
-$5,679.3 
SCHV Schwab U.S. Large-Cap Value ETF
-0.5%
-$185.64 
EVRG Evergy Inc.
-0.5%
-$46.87 
IGRO iShares International Dividend Growth ETF
-0.5%
-$28.8 
JAVA JPMorgan Active Value ETF
-0.5%
-$8,310.4 
SCHA Schwab U.S. Small-Cap ETF
-0.5%
-$677.28 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.5%
-$68.75 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$599.2 
SCHH Schwab U.S. REIT ETF
-0.49%
-$33.6 
XT iShares Future Exponential Technologies ETF
-0.49%
-$81.12 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-0.48%
-$60.2 
DFAR Dimensional US Real Estate ETF
-0.48%
-$0.91 
C Citigroup Inc.
-0.48%
-$14.26 
RWL Invesco S&P 500 Revenue ETF
-0.48%
-$2,268.58 
AVDV Avantis International Small Cap Value ETF
-0.47%
-$868.8 
VTV Vanguard Value ETF
-0.46%
-$22,858.32 
VYM Vanguard High Dividend Yield ETF
-0.46%
-$24,046.3 
RSP Invesco S&P 500 Equal Weight ETF
-0.46%
-$5,242.85 
DNP DNP Select Income Fund Inc.
-0.45%
-$25 
IWD iShares Russell 1000 Value ETF
-0.44%
-$2,414.5 
VBK Vanguard Small-Cap Growth ETF
-0.44%
-$739.62 
VONV Vanguard Russell 1000 Value Index Fund
-0.44%
-$1.44 
HUM Humana Inc.
-0.44%
-$157.5 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.44%
-$7.92 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.43%
-$646.8 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.43%
-$436.6 
PRF Invesco FTSE RAFI US 1000 ETF
-0.42%
-$48.99 
QUAL iShares MSCI USA Quality Factor ETF
-0.42%
-$501.4 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.42%
-$1,657.12 
ABBV AbbVie Inc.
-0.41%
-$1,303.98 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.41%
-$7,409.45 
XLP Consumer Staples Select Sector SPDR Fund
-0.41%
-$305.2 
VEU Vanguard FTSE All-World ex-US ETF
-0.41%
-$582.12 
TXRH Texas Roadhouse Inc.
-0.39%
-$21.56 
VO Vanguard Mid-Cap ETF
-0.39%
-$316.2 
GEHC GE HealthCare Technologies Inc.
-0.38%
-$27.12 
UBER Uber Technologies, Inc.
-0.37%
-$606.42 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-0.37%
-$36.4 
PSCT Invesco S&P SmallCap Information Technology ETF
-0.36%
-$902.19 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$32.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$240 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.34%
-$2.6 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.34%
-$15,193.94 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.34%
-$13.11 
ACWI iShares MSCI ACWI ETF
-0.34%
-$750.36 
YLDE ClearBridge Dividend Strategy ESG ETF
-0.33%
-$471.87 
PDP Invesco Dorsey Wright Momentum ETF
-0.32%
-$56.55 
JEPI JPMorgan Equity Premium Income Fund
-0.32%
-$6,425.28 
MMM 3M Company
-0.31%
-$381.5 
SPHQ Invesco S&P 500 Quality ETF
-0.31%
-$104 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.31%
-$74.55 
MYRG Myr Group Inc.
-0.3%
-$59.5 
AMP Ameriprise Financial, Inc.
-0.3%
-$120.08 
COWZ Pacer US Cash Cows 100 ETF
-0.29%
-$2,555.69 
RDVY First Trust Rising Dividend Achievers ETF
-0.29%
-$24,822.52 
GNOV FT Vest US Equity Moderate B Fund
-0.28%
-$339.03 
SCHB Schwab U.S. Broad Market ETF
-0.28%
-$25.28 
RDVI FT Vest Rising Dividend Achievers Fund
-0.28%
-$709.52 
TPR Tapestry Inc.
-0.28%
-$1.17 
STNE StoneCo Ltd.
-0.27%
-$12 
BTT BlackRock Municipal 2030 Target Term Trust
-0.27%
-$924.24 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.26%
-$300 
IRWD Ironwood Pharmaceuticals Inc.
-0.26%
-$0.06 
OUNZ VanEck Merk Gold Trust
-0.26%
-$1,363.5 
RCL Royal Caribbean Group
-0.26%
-$1,770.8 
IWV ISHARES RUSSELL 3000 ETF
-0.25%
-$376.3 
PH Parker-Hannifin Corporation
-0.25%
-$40.29 
AGG iShares Core U.S. Aggregate Bond ETF
-0.24%
-$309.6 
SCHX Schwab U.S. Large-Cap ETF
-0.24%
-$3,279.78 
CINF Cincinnati Financial Corporation
-0.24%
-$204.68 
PHYS Sprott Physical Gold Trust
-0.23%
-$224 
LIN Linde plc
-0.23%
-$207.09 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.23%
-$969.03 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.22%
-$110.28 
GLD SPDR Gold Shares
-0.22%
-$1,861.4 
ET Energy Transfer L.P.
-0.22%
-$9.49 
VZ Verizon Communications Inc.
-0.22%
-$138.13 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$970.33 
IAU iShares Gold Trust
-0.21%
-$113.12 
IYZ iShares U.S. Telecommunications ETF
-0.21%
-$1.45 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.21%
-$4,630.79 
SPG Simon Property Group, Inc.
-0.21%
-$22.56 
CRWV CoreWeave, Inc.
-0.2%
-$48 
IWB iShares Russell 1000 ETF
-0.2%
-$428.27 
VTEB Vanguard Tax-Exempt Bond ETF
-0.2%
-$3,416.4 
NOK Nokia Corporation Sponsored ADR
-0.2%
-$0.78 
FJUL FT Vest US Equity Buffer ETF
-0.18%
-$11.55 
JTEK JPMorgan U.S. Tech Leaders ETF
-0.18%
-$15.12 
IVV iShares Core S&P 500 ETF
-0.18%
-$191,115.22 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.18%
-$122.39 
VOO Vanguard S&P 500 ETF
-0.17%
-$23,522.45 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$1,348.73 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.16%
-$168.5 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.16%
-$201.85 
FRNW Fidelity Clean Energy ETF
-0.15%
-$68.95 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.15%
-$4,677.4 
WS Worthington Steel, Inc.
-0.14%
-$57.5 
TRV The Travelers Companies, Inc.
-0.14%
-$2.08 
SPGP Invesco S&P 500 GARP ETF
-0.14%
-$1,800.81 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$63,483.81 
PM Philip Morris International Inc.
-0.13%
-$961.35 
XEL Xcel Energy Inc.
-0.13%
-$16.2 
RSPE Invesco ESG S&P 500 Equal Weight ETF
-0.12%
-$76.52 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.12%
-$554 
BNY BlackRock New York Municipal Income Trust
-0.12%
-$754.02 
DVN Devon Energy Corporation
-0.11%
-$18.8 
VIK Viking Holdings Ltd
-0.11%
-$25.19 
GPIX S&P 500 Core Premium Income Fund
-0.11%
-$81 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.1%
-$1,063.54 
OEF iShares S&P 100 ETF
-0.09%
-$99.84 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.09%
-$176.9 
MOAT VanEck Morningstar Wide Moat Fund
-0.09%
-$758.43 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.08%
-$87.78 
USMV iShares MSCI USA Min Vol Factor ETF
-0.08%
-$8.48 
FANG Diamondback Energy Inc
-0.08%
-$11.52 
DJUL FT Vest US Equity Deep Buffer Fund
-0.08%
-$4,072.24 
ORI Old Republic International Corp.
-0.08%
-$24.75 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.07%
-$24.4 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.07%
-$97.65 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$84.15 
FELC Fidelity Enhanced Large Cap Core ETF
-0.07%
-$85.42 
SPEM SPDR Portfolio Emerging Markets ETF
-0.07%
-$0.84 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$119 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$5.2 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.07%
-$17.5 
EME EMCOR Group, Inc.
-0.06%
-$6.75 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.05%
-$579.12 
NEAR iShares Short Maturity Bond ETF
-0.05%
-$6.25 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$21 
CMCSA Comcast Corp
-0.04%
-$52.59 
DJUN FT VEST US Equity Deep Buffer Fund
-0.04%
-$694.6 
NVT nVent Electric plc
-0.04%
-$16.5 
MCD McDonald's Corporation
-0.03%
-$73.61 
META Meta Platforms Inc Class A
-0.03%
-$534.56 
DSI iShares MSCI KLD 400 Social ETF
-0.02%
-$74.97 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$11.75 
LMBS First Trust Low Duration Opportunities ETF
-0.02%
-$76.74 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.02%
-$61 
RJF Raymond James Financial Inc.
-0.02%
-$2.43 
MAGS Roundhill Magnificent Seven Fund
-0.01%
-$0.71 
VOT Vanguard Mid-Cap Growth ETF
-0.01%
-$12.37 
ADP Automatic Data Processing Inc.
-0.01%
-$6.7 
VNLA Janus Henderson Short Duration Income ETF
-0.01%
-$3,276.5 
IWP iShares Russell Mid-Cap Growth ETF
-0.01%
-$120.12 
TGT Target Corporation
0%
-$5.53 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3110 | Longs Won 2226/3110 71% | Profit Factor 26.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $605,048.16 |
| Average Win $84,875.34 | Best Trade (Jul 22) $23.87M | Sharpe Ratio -33.23 |
| Average Loss -$8,081.42 | Worst Trade (Jul 24) -$596,346.01 | Z-Score 13.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2d | Expectancy $58,452.91 |
| 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 | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
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 John Ritter?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $5.48M, Avantis Emerging Markets Equity ETF - $3.88M, iShares Core MSCI EAFE ETF - $3.69M, PIMCO Multisector Bond Active ETF - $2.91M, and iShares Core Dividend Growth ETF - $2.9M. 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: GLOBAL X LITHIUM & BATTERY T - $109,830.35, Veeva Systems Inc - $91,056.27, UnitedHealth Group Incorporated - $90,924.3, Elevance Health, Inc - $66,421.21, and Adobe Inc - $42,833.72. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Ritter's portfolio generate?
The portfolio generates substantial dividend income, with a total of $29.5M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.76M, iShares Core MSCI EAFE ETF - $3.5M, PIMCO Multisector Bond Active ETF - $2.91M, iShares Core Dividend Growth ETF - $2.9M, and Avantis Emerging Markets Equity ETF - $2.25M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Ritter's monthly returns?
John Ritter'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 John Ritter's strategy be considered aggressive or moderate?
John Ritter'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 John Ritter's strategy?
John Ritter's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
