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:
105.03%
Gain -0.16%
Monthly
1.74%
Yearly
22.96%
Drawdown
26.11%
$661.31M
Equity
Holdings
$661.31M
Investment
$483.66M
$192.96M
Profit -$470,424.41
Realized
$15.31M
Unrealized
$177.65M
Dividends
$30.58M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$470,424.41
Win %
77%
This Week
Compared To Last Week
Gain
-1.19%
Profit
-$7.97M
Win %
77%
This Month
Compared to last month
Gain
-0.79%
Profit
-$5.27M
Win %
77%
This Year
Compared to last year
Gain
1%
Profit
$6.55M
Win %
75%
RDDT Reddit Inc Class A
+6.09%
+$1,785 
ELV Elevance Health, Inc.
+4.93%
+$48,042.03 
STNE StoneCo Ltd.
+4.89%
+$192 
AMCX AMC Networks Inc.
+4.41%
+$1.02 
ICLR ICON plc
+3.87%
+$2,292.78 
AAPL Apple Inc.
+3.56%
+$398,036.12 
F Ford Motor Company
+3.42%
+$291.64 
BHM Bluerock Homes Trust Inc.
+2.71%
+$4,041.33 
CMCSA Comcast Corp
+2.36%
+$3,050.22 
PATH Uipath Inc.
+2.32%
+$6.3 
PKG Packaging Corporation of America
+2.31%
+$136.24 
PM Philip Morris International Inc.
+2.17%
+$15,155.4 
DVN Devon Energy Corporation
+2.11%
+$389.16 
UBER Uber Technologies, Inc.
+2.05%
+$3,279.16 
ISRG Intuitive Surgical, Inc.
+2.04%
+$2,909.66 
FSLR First Solar, Inc.
+2%
+$2,665.85 
TPR Tapestry Inc.
+1.93%
+$6.58 
GGB Gerdau S.A.
+1.9%
+$202.82 
BF-B Brown-Forman Corporation
+1.76%
+$92 
FCNCA First Citizens BancShares, Inc.
+1.71%
+$182.45 
ABBV AbbVie Inc.
+1.63%
+$5,067.6 
T AT&T Inc.
+1.61%
+$1,494.45 
DIS The Walt Disney Company
+1.6%
+$9,610.85 
EXPE Expedia Group, Inc.
+1.57%
+$124.12 
CHWY Chewy Inc.
+1.57%
+$341.25 
OMC Omnicom Group Inc.
+1.5%
+$920.02 
NXPI NXP Semiconductors N.V.
+1.41%
+$66.05 
CSX CSX Corporation
+1.39%
+$502.5 
FANG Diamondback Energy Inc
+1.36%
+$198.72 
MO Altria Group, Inc.
+1.28%
+$155.73 
LCNB Lcnb Corporation
+1.21%
+$125,103.21 
MET MetLife Inc.
+1.14%
+$247.43 
LMT Lockheed Martin Corporation
+1.07%
+$191.08 
CRBG Corebridge Financial Inc.
+1.06%
+$124.92 
WBD Warner Bros. Discovery, Inc.
+1.04%
+$296.09 
FTNT Fortinet Inc.
+1.04%
+$228.2 
AON Aon plc
+1.02%
+$161.2 
TXRH Texas Roadhouse Inc.
+0.99%
+$49.84 
HPQ HP Inc.
+0.99%
+$1.28 
CI The Cigna Group
+0.97%
+$200.54 
PEBO Peoples Bancorp Inc.
+0.96%
+$453.34 
PNC The PNC Financial Services Group, Inc.
+0.94%
+$973.7 
KR Kroger Co.
+0.92%
+$1,881.88 
BP BP p.l.c. Sponsored ADR
+0.9%
+$127.51 
DOW Dow Inc.
+0.85%
+$181.75 
PFG Principal Financial Group, Inc.
+0.82%
+$53.58 
ADP Automatic Data Processing Inc.
+0.8%
+$565.48 
LINC Lincoln Educational Services Corporation
+0.79%
+$66.5 
PRU Prudential Financial, Inc.
+0.77%
+$276.64 
SCHW Charles Schwab Corporation
+0.75%
+$10,879.58 
NOC Northrop Grumman Corporation
+0.68%
+$348 
IT Gartner Inc.
+0.65%
+$120.45 
XOM Exxon Mobil Corporation
+0.63%
+$10,226.32 
GOOG Alphabet Inc
+0.61%
+$13,342.38 
GOOGL Alphabet Inc
+0.6%
+$35,553.07 
HBAN Huntington Bancshares Incorporated
+0.6%
+$521.2 
FISV Fiserv, Inc.
+0.58%
+$14 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.56%
+$73.5 
C Citigroup Inc.
+0.53%
+$16.79 
BKNG Booking Holdings Inc.
+0.52%
+$6,482.7 
ITW Illinois Tool Works Inc.
+0.48%
+$128 
USB U.S. Bancorp
+0.48%
+$1,101 
MTB M&T Bank Corporation
+0.47%
+$51.75 
FITB Fifth Third Bancorp
+0.46%
+$2,339 
GD General Dynamics Corporation
+0.46%
+$1,539.01 
HST Host Hotels & Resorts Inc.
+0.45%
+$46.4 
VZ Verizon Communications Inc.
+0.44%
+$319.88 
VSNT Versant Media Group, Inc.
+0.42%
+$6.67 
COP ConocoPhillips
+0.38%
+$2,090.4 
ENPH Enphase Energy, Inc.
+0.38%
+$89.6 
UNP Union Pacific Corporation
+0.35%
+$626.68 
L Loews Corporation
+0.34%
+$46.25 
RL Ralph Lauren Corporation
+0.33%
+$30.8 
KO The Coca-Cola Company
+0.32%
+$1,391.32 
AMP Ameriprise Financial, Inc.
+0.32%
+$133 
CB Chubb Limited
+0.31%
+$52 
RTX RTX Corporation
+0.28%
+$1,974.56 
RIVN Rivian Automotive, Inc.
+0.28%
+$5.4 
QCOM QUALCOMM Incorporated
+0.27%
+$835.68 
LAND Gladstone Land Corporation
+0.26%
+$52.73 
ET Energy Transfer L.P.
+0.25%
+$11.61 
PG Procter & Gamble Co
+0.25%
+$25,117.67 
RNST Renasant Corporation
+0.25%
+$20.2 
HUM Humana Inc.
+0.24%
+$85.5 
TDY Teledyne Technologies Incorporated
+0.23%
+$25.02 
CC Chemours Co.
+0.23%
+$11.37 
DEO Diageo plc Sponsored ADR
+0.23%
+$95 
CINF Cincinnati Financial Corporation
+0.23%
+$180.88 
KVUE Kenvue Inc.
+0.23%
+$41.68 
WRB W.R. Berkley Corporation
+0.21%
+$14.7 
TRV The Travelers Companies, Inc.
+0.19%
+$2.8 
EVRG Evergy Inc.
+0.17%
+$14.71 
MSFT Microsoft Corp.
+0.16%
+$8,436.41 
HIG The Hartford Insurance Group, Inc.
+0.16%
+$16.34 
BRK-A Berkshire Hathaway Inc.
+0.16%
+$2,380.02 
LUMN Lumen Technologies Inc.
+0.15%
+$0.98 
NU Nu Holdings Ltd.
+0.13%
+$4 
THG Hanover Insurance Group, Inc.
+0.12%
+$26.52 
IQV IQVIA Holdings Inc.
+0.12%
+$1,108.61 
MDLZ Mondelez International, Inc.
+0.11%
+$24.64 
BNY BlackRock New York Municipal Income Trust
+0.1%
+$712.13 
SPG Simon Property Group, Inc.
+0.1%
+$10.08 
GRAL Grail, Inc.
+0.1%
+$2.96 
ROST Ross Stores, Inc.
+0.09%
+$11.76 
ACGL Arch Capital Group Ltd
+0.09%
+$8.24 
VEEV Veeva Systems Inc.
+0.08%
+$191.1 
XLP Consumer Staples Select Sector SPDR Fund
+0.08%
+$56.68 
IGRO iShares International Dividend Growth ETF
+0.05%
+$2.88 
EPD Enterprise Products Partners L.P.
+0.03%
+$0.97 
GFS GlobalFoundries Inc.
+0.02%
+$0.15 
XISE FT Vest US Equity Buffer & Protection Fund
+0.02%
+$4.91 
NVS Novartis AG Sponsored ADR
+0.01%
+$28.21 
CDNMF EGR Exploration Ltd.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
DOMO Domo Inc. Class B Common Stock
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NFLX Netflix, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USAI Pacer American Energy Independence ETF
0%
$0 PMBS
PMBS
0%
$0 BPRE
BPRE
0%
$0 XMAY
XMAY
0%
$0 G200
G2004J103
0%
$0 
MCFT MasterCraft Boat Holdings, Inc.
-9.74%
-$13.32 
DEFT Defi Technologies Inc.
-8.56%
-$18.2 
LECO Lincoln Electric Holdings, Inc.
-7.54%
-$41,533.8 
FCX Freeport-McMoRan Inc.
-6.56%
-$525 
HPE Hewlett Packard Enterprise Company
-6.24%
-$6,967.8 
CRWV CoreWeave, Inc.
-6.13%
-$1,862.4 
CIFR Cipher Mining Inc.
-5.68%
-$40.32 
QTRX Quanterix Corporation
-5.66%
-$22.5 
MPT Medical Properties Trust, Inc.
-5.65%
-$1,672.22 
LRCX Lam Research Corporation
-5.64%
-$1,016.31 
SMR NuScale Power Corporation
-5.6%
-$453.75 
INTC Intel Corporation
-5.57%
-$23,857.6 
PSLV Sprott Physical Silver Trust
-5.37%
-$1,021.47 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.33%
-$2,193.37 
SLV iShares Silver Trust
-5.32%
-$14,092.49 
ORCL Oracle Corporation
-5.29%
-$19,710.72 
REMX VanEck Rare Earth and Strategic Metals ETF
-5.27%
-$3,597.9 
SURG SurgePays Inc.
-5.12%
-$0.13 
APLD Applied Digital Corporation
-5.01%
-$912.56 
CRML Critical Metals Corp.
-4.95%
-$190.75 
MU Micron Technology, Inc.
-4.9%
-$9,014.44 
AG First Majestic Silver Corp
-4.82%
-$714 
AA Alcoa Corporation
-4.77%
-$1,773.86 
CRDO Credo Technology Group Holding Ltd.
-4.53%
-$12,236.88 
WDC Western Digital Corporation
-4.43%
-$10,675 
ASA ASA Gold and Precious Metals Limited
-4.38%
-$1,380 
ELF Elf Beauty Inc.
-4.33%
-$216.5 
VELO Velo3D, Inc.
-4.31%
-$155.1 
IBRX ImmunityBio, Inc.
-4.22%
-$1,123.7 
TNDM Tandem Diabetes Care Inc.
-4.19%
-$40 
TEM Tempus AI, Inc.
-4.14%
-$33.02 
AEIS Advanced Energy Industries Inc.
-4.13%
-$883.5 
JKS JinkoSolar Holding Co., Ltd. ADR
-4.11%
-$514 
GLXY Galaxy Digital Inc. Class A Common Stock
-4.06%
-$91.8 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-4.04%
-$709.5 
URI United Rentals, Inc.
-3.86%
-$4,961.25 
IREN IREN Limited
-3.81%
-$24.22 
DNN Denison Mines Corp.
-3.73%
-$1,250 
WOR Worthington Enterprises Inc.
-3.58%
-$2,291.94 
MTZ MasTec, Inc. Common Stock
-3.55%
-$426.75 
MRVL Marvell Technology, Inc.
-3.42%
-$845.25 
BROS Dutch Bros Inc.
-3.42%
-$153.5 
CHKP Check Point Software Technologies Ltd.
-3.4%
-$6,095.52 
IONQ IonQ, Inc.
-3.4%
-$51.8 
BW Babcock & Wilcox Enterprises, Inc.
-3.37%
-$25 
AMD Advanced Micro Devices, Inc.
-3.32%
-$3,290.8 
NRG NRG Energy, Inc.
-3.21%
-$240.5 
CSIQ Canadian Solar Inc.
-3.19%
-$477.3 
AMAT Applied Materials, Inc.
-3.17%
-$40,038.32 
GLW Corning Incorporated
-3.15%
-$1,460.25 
KLAC KLA Corporation
-3.13%
-$2,171.67 
KKR KKR & Co. Inc.
-3.1%
-$106.59 
WMB The Williams Companies, Inc.
-3.09%
-$222.72 
GIS General Mills, Inc.
-3.06%
-$208.84 
MOS Mosaic Company
-3.03%
-$60.42 
CHAT Roundhill Generative AI & Technology ETF
-3%
-$455.07 
ALB Albemarle Corporation
-2.98%
-$105 
TRFK Pacer Data and Digital Revolution ETF
-2.92%
-$716.25 
GEV GE Vernova Inc.
-2.9%
-$5,258.23 
DAPP VanEck Digital Transformation ETF
-2.89%
-$104.4 
LIT GLOBAL X LITHIUM & BATTERY T
-2.89%
-$334.41 
LULU lululemon athletica inc.
-2.85%
-$763.96 
INOD Innodata Inc.
-2.8%
-$73.44 
SOXX iShares Semiconductor ETF
-2.77%
-$264.96 
EPAC Enerpac Tool Group Corp.
-2.76%
-$98.49 
JBL Jabil Inc.
-2.74%
-$162.26 
BWXT Bwx Technologies Inc.
-2.71%
-$318.75 
VST Vistra Corp
-2.66%
-$201 
QBTS D-Wave Quantum Inc.
-2.66%
-$102.83 
SOLV Solventum Corporation
-2.62%
-$113.04 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.57%
-$160.58 
CLS Celestica Inc.
-2.56%
-$1,034.55 
DTCR Global X Data Center & Digital Infrastructure ETF
-2.53%
-$111.6 
MAS Masco Corporation
-2.49%
-$3,321.6 
ARTY iShares Future AI & Tech ETF
-2.46%
-$280.12 
IBM International Business Machines Corporation
-2.46%
-$6,631.6 
IRWD Ironwood Pharmaceuticals Inc.
-2.46%
-$0.6 
SMH VanEck Semiconductor ETF
-2.45%
-$112.36 
ASML ASML Holding N.V. New York Registry Shares
-2.43%
-$2,946.3 
ADBE Adobe Inc.
-2.37%
-$1,477.35 
KRMN Karman Holdings Inc.
-2.36%
-$3.32 
NVDA NVIDIA Corporation
-2.36%
-$21,485.79 
ZBH Zimmer Biomet Holdings, Inc.
-2.34%
-$495.04 
CARR Carrier Global Corporation
-2.27%
-$1,342.62 
VOYG Voyager Technologies, Inc.
-2.27%
-$160.65 
CSL Carlisle Companies Inc.
-2.17%
-$146.4 
PLTR Palantir Technologies Inc.
-2.17%
-$730.33 
EEM iShares MSCI Emerging Markets ETF
-2.15%
-$5,100.9 
LUNR Intuitive Machines, Inc.
-2.14%
-$14.08 
DOV Dover Corporation
-2.11%
-$206.04 
LCID Lucid Group, Inc.
-2.11%
-$3.24 
NVT nVent Electric plc
-2.11%
-$918.5 
WS Worthington Steel, Inc.
-2.09%
-$828 
ANET Arista Networks, Inc.
-2.03%
-$1,193.2 
PBD Invesco Global Clean Energy ETF
-2%
-$553.09 
NKE Nike, Inc. - Class B
-1.98%
-$736.3 
AVEM Avantis Emerging Markets Equity ETF
-1.96%
-$731,139.91 
SIGA Siga Technologies Inc.
-1.95%
-$1.08 
RUN Sunrun Inc.
-1.93%
-$139.4 
MRK Merck & Co., Inc.
-1.91%
-$3,532.17 
ETOR eToro Group Ltd.
-1.9%
-$46.4 
BDX Becton, Dickinson and Company
-1.87%
-$1,492.91 
DGX Quest Diagnostics Inc.
-1.86%
-$323.38 
VYGR Voyager Therapeutics Inc.
-1.85%
-$0.3 
TZOO Travelzoo Inc.
-1.83%
-$0.99 
CSCO Cisco Systems, Inc.
-1.83%
-$6,848 
DCI Donaldson Company, Inc.
-1.83%
-$782.28 
SLB Schlumberger Limited
-1.82%
-$106.08 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.82%
-$62.91 
SJM The J.M. Smucker Company
-1.79%
-$678.47 
EWA iShares MSCI Australia ETF
-1.79%
-$159 
DXYZ Destiny Tech100 Inc.
-1.78%
-$145 
COF Capital One Financial Corporation
-1.77%
-$157.08 
ABT Abbott Laboratories
-1.77%
-$1,610.76 
RKLB Rocket Lab Corporation
-1.76%
-$21.09 
OUNZ VanEck Merk Gold Trust
-1.75%
-$10,089.9 
FRNW Fidelity Clean Energy ETF
-1.75%
-$786.03 
PHYS Sprott Physical Gold Trust
-1.74%
-$1,856 
GLD SPDR Gold Shares
-1.73%
-$15,855.97 
IAU iShares Gold Trust
-1.72%
-$1,007.48 
PDP Invesco Dorsey Wright Momentum ETF
-1.72%
-$304.6 
JOBY Joby Aviation, Inc.
-1.71%
-$266.75 
NLOP Net Lease Office Properties.
-1.71%
-$2.66 
MAC The Macerich Company
-1.69%
-$1,195.35 
UNIT Uniti Group Inc.
-1.69%
-$686.63 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-1.69%
-$420.49 
RPG Invesco S&P 500 Pure Growth ETF
-1.66%
-$2,875.65 
APOG Apogee Enterprises Inc.
-1.65%
-$589.68 
VAW Vanguard Materials ETF
-1.62%
-$89.88 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.6%
-$2,427.6 
RMI RiverNorth Opportunistic Municipal Income Fund, Inc.
-1.59%
-$106.94 
PH Parker-Hannifin Corporation
-1.59%
-$257.04 
ALAI Alger AI Enablers & Adopters ETF
-1.58%
-$680.56 
BIDU Baidu Inc.
-1.56%
-$64.8 
ROBO ROBO Global Robotics & Automation Index ETF
-1.55%
-$96.78 
VWO Vanguard FTSE Emerging Markets ETF
-1.54%
-$642.96 
SPEM SPDR Portfolio Emerging Markets ETF
-1.54%
-$19.56 
HD The Home Depot, Inc.
-1.53%
-$3,465.28 
AYI Acuity Brands Inc.
-1.48%
-$104.28 
PAVE Global X U.S. Infrastructure Development ETF
-1.48%
-$1,374.4 
TAN Invesco Solar ETF
-1.47%
-$154.7 
KTB Kontoor Brands Inc.
-1.46%
-$434.14 
WWD Woodward Inc.
-1.45%
-$78.4 
VBK Vanguard Small-Cap Growth ETF
-1.45%
-$2,410.45 
HODL VanEck Bitcoin ETF
-1.45%
-$706.56 
BBWI Bath & Body Works, Inc.
-1.44%
-$44.62 
META Meta Platforms Inc Class A
-1.43%
-$31,188.24 
GEHC GE HealthCare Technologies Inc.
-1.43%
-$105.09 
JTEK JPMorgan U.S. Tech Leaders ETF
-1.42%
-$120.12 
SCHE Schwab Emerging Markets Equity ETF
-1.42%
-$207.76 
USFD US Foods Holding Corp
-1.42%
-$63.48 
IBIT iShares Bitcoin Trust
-1.4%
-$497.86 
PIO Invesco Global Water ETF
-1.4%
-$1,851.05 
NOK Nokia Corporation Sponsored ADR
-1.39%
-$5.85 
UL Unilever PLC Sponsored American Depositary Receipt
-1.39%
-$3,807.99 
BITB Bitwise Bitcoin ETF
-1.39%
-$11.8 
SCHA Schwab U.S. Small-Cap ETF
-1.35%
-$1,832.63 
AQWA Global X Clean Water ETF
-1.34%
-$186.8 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.33%
-$283.29 
PWR Quanta Services Inc.
-1.32%
-$5,819.57 
ETR Entergy Corporation
-1.32%
-$155.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$904 
IWP iShares Russell Mid-Cap Growth ETF
-1.29%
-$21,381.36 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.28%
-$1,212.75 
VEU Vanguard FTSE All-World ex-US ETF
-1.28%
-$1,922.76 
GMED Globus Medical Inc.
-1.27%
-$120.02 
DTE DTE Energy Company
-1.26%
-$120.4 
TLSI TriSalus Life Sciences Inc.
-1.26%
-$30 
VRTX Vertex Pharmaceuticals Incorporated
-1.26%
-$1,672.8 
SCHM Schwab U.S. Mid-Cap ETF
-1.26%
-$2,043.88 
HRMY Harmony Biosciences Holdings, Inc.
-1.25%
-$2.08 
NXT Nextracker Inc.
-1.24%
-$153 
STE STERIS plc
-1.24%
-$319.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$11,799 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.22%
-$405.62 
CHY Calamos Convertible and High Income Fund
-1.22%
-$147.25 
SRE Sempra
-1.22%
-$572.36 
MCK McKesson Corporation
-1.21%
-$3,060.64 
PHO Invesco Water Resources ETF
-1.21%
-$3,683.18 
VIK Viking Holdings Ltd
-1.21%
-$235.87 
RYT Invesco S&P 500 Equal Weight ETF
-1.2%
-$278.74 
UNH UnitedHealth Group Incorporated
-1.19%
-$3,714.48 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.19%
-$20.91 
NVO Novo Nordisk A/S Sponsored ADR
-1.19%
-$474.35 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$19,710.6 
EFG iShares MSCI EAFE Growth ETF
-1.18%
-$16,707.09 
ABNB Airbnb, Inc.
-1.17%
-$2,633.4 
ITRI Itron Inc.
-1.16%
-$88 
VOT Vanguard Mid-Cap Growth ETF
-1.16%
-$943.25 
TSLA Tesla, Inc.
-1.15%
-$14,636.48 
SCHF Schwab International Equity ETF
-1.15%
-$2,710.82 
ARKW ARK Next Generation Internet ETF
-1.15%
-$144.99 
ON ON Semiconductor Corporation
-1.14%
-$48.6 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-1.13%
-$348.07 
TGT Target Corporation
-1.12%
-$1,957.62 
DFIS Dimensional International Small Cap ETF
-1.1%
-$138,912.51 
VXF Vanguard Extended Market ETF
-1.1%
-$86.62 
RJF Raymond James Financial Inc.
-1.08%
-$153.9 
LIN Linde plc
-1.08%
-$890.31 
QQQM Invesco NASDAQ 100 ETF
-1.07%
-$88,785.36 
ILCG iShares Morningstar Growth ETF
-1.07%
-$370.23 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$91,213.46 
CGW Invesco S&P Global Water Index ETF
-1.06%
-$108.8 
FTEC Fidelity MSCI Information Technology Index ETF
-1.06%
-$272.34 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.06%
-$372.1 
ICLN iShares Global Clean Energy ETF
-1.05%
-$860.32 
IP International Paper Company
-1.05%
-$36.5 
VPU Vanguard Utilities ETF
-1.05%
-$393.9 
ADI Analog Devices, Inc.
-1.05%
-$5,848.42 
VB Vanguard Small-Cap ETF
-1.04%
-$8,640.64 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-1.03%
-$2,175.87 
BMY Bristol-Myers Squibb Company
-1.02%
-$4,298.58 
PRDO Perdoceo Education Corporation
-1.02%
-$2.38 
XEL Xcel Energy Inc.
-1.02%
-$126.36 
MPLX MPLX LP
-1.01%
-$1,325.53 
LOW Lowe's Companies Inc.
-1.01%
-$2,586.87 
VONG Vanguard Russell 1000 Growth Fund
-1.01%
-$62.23 
IWM iShares Russell 2000 ETF
-1%
-$8,197.5 
SHW The Sherwin-Williams Company
-1%
-$285.25 
XYL Xylem Inc.
-1%
-$158.03 
IVOO Vanguard S&P Mid-Cap 400 ETF
-1%
-$13,793.22 
FERG Ferguson Enterprises Inc
-0.99%
-$44.2 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.99%
-$14,707.37 
GRAB Grab Holdings Limited
-0.99%
-$30 
AVDV Avantis International Small Cap Value ETF
-0.98%
-$1,991 
DSI iShares MSCI KLD 400 Social ETF
-0.98%
-$3,575 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.98%
-$239.8 
AVGO Broadcom Inc.
-0.97%
-$6,155.7 
SNX TD Synnex Corporation
-0.97%
-$205.82 
IWF iShares Russell 1000 Growth ETF
-0.97%
-$2,546.6 
QGRW WisdomTree U.S. Quality Growth Fund
-0.97%
-$224,503.5 
AEP American Electric Power Company, Inc.
-0.96%
-$1,206 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.96%
-$16,312.52 
SCHV Schwab U.S. Large-Cap Value ETF
-0.96%
-$360.36 
XLU Utilities Select Sector SPDR Fund
-0.95%
-$147.6 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$301,948.09 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.94%
-$7.4 
NUE Nucor Corporation
-0.94%
-$986.17 
MMM 3M Company
-0.94%
-$1,182.65 
PLD Prologis Inc.
-0.93%
-$46.8 
XAR SPDR S&P Aerospace & Defense ETF
-0.93%
-$36.64 
NPFD Nuveen Variable Rate Preferred & Income Fund
-0.92%
-$555.73 
FMTM MarketDesk Focused U.S. Momentum ETF
-0.92%
-$1.75 
ITT Itt Inc.
-0.92%
-$80.08 
VO Vanguard Mid-Cap ETF
-0.91%
-$754.8 
IWR iShares Russell Mid-Cap ETF
-0.91%
-$10,326 
JHMM John Hancock Multifactor Mid Cap ETF
-0.91%
-$2,680.67 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$349,999.2 
RDVI FT Vest Rising Dividend Achievers Fund
-0.9%
-$2,305.94 
VLO Valero Energy Corporation
-0.9%
-$140 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-0.89%
-$92.82 
RAAX VanEck Real Assets ETF
-0.88%
-$1,387.13 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.88%
-$506.66 
CMI Cummins Inc.
-0.87%
-$605 
AME Ametek Inc.
-0.87%
-$108.65 
LOUP Innovator Deepwater Frontier Tech ETF
-0.87%
-$71.63 
RDVY First Trust Rising Dividend Achievers ETF
-0.87%
-$75,546.8 
RSPE Invesco ESG S&P 500 Equal Weight ETF
-0.86%
-$571.99 
VNQ Vanguard Real Estate ETF
-0.86%
-$264.86 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$191,173.98 
XT iShares Future Exponential Technologies ETF
-0.86%
-$145.6 
DRI Darden Restaurants, Inc.
-0.86%
-$63 
VGK Vanguard FTSE Europe ETF
-0.86%
-$89.12 
DUK Duke Energy Corporation
-0.85%
-$3,169.3 
ACWI iShares MSCI ACWI ETF
-0.85%
-$1,962.48 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$31,394.58 
BAX Baxter International Inc.
-0.84%
-$82 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.84%
-$15.84 
EFA iShares MSCI EAFE ETF
-0.83%
-$9,255.11 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$282 
MYRG Myr Group Inc.
-0.83%
-$118.5 
SBUX Starbucks Corporation
-0.82%
-$536.28 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.81%
-$1,693.2 
IJS iShares S&P Small-Cap 600 Value ETF
-0.81%
-$9,249.46 
LHX L3Harris Technologies, Inc.
-0.81%
-$480.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$11,425.12 
PAG Penske Automotive Group Inc.
-0.8%
-$175 
CTAS Cintas Corporation
-0.8%
-$35,624 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.79%
-$365.76 
DLS WisdomTree International SmallCap Dividend Fund
-0.79%
-$187.6 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.78%
-$186.37 
BABA Alibaba Group Holding Limited SP ADR
-0.78%
-$204.85 
SCHH Schwab U.S. REIT ETF
-0.78%
-$50.4 
AOA iShares Core Aggressive Allocation ETF
-0.77%
-$23.56 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.77%
-$502.2 
BA Boeing Company
-0.76%
-$1,609.26 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.76%
-$503.5 
NANC Unusual Subversive Dticker NANC ETF
-0.76%
-$78 
WEC WEC Energy Group Inc.
-0.75%
-$95.2 
IWS iShares Russell Mid-Cap Value ETF
-0.75%
-$4,350 
INDV Indivior Pharmaceuticals, Inc.
-0.75%
-$1.56 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$902.16 
EME EMCOR Group, Inc.
-0.74%
-$83.4 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.73%
-$1,009.05 
FINX GLOBAL X FINTECH ETF
-0.73%
-$43.7 
COR Cencora, Inc.
-0.73%
-$3,586.66 
VTRS Viatris Inc.
-0.73%
-$8.16 
AVIV Avantis International Large Cap Value ETF
-0.73%
-$13,701.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.72%
-$810 
DFAR Dimensional US Real Estate ETF
-0.72%
-$1.29 
VTV Vanguard Value ETF
-0.72%
-$36,663.84 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.72%
-$28.5 
CMS CMS Energy Corporation
-0.7%
-$70.56 
KSCP Knightscope, Inc.
-0.7%
-$0.3 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$11,615.76 
ED Consolidated Edison, Inc.
-0.7%
-$187.5 
VOE Vanguard Mid-Cap Value ETF
-0.69%
-$9,460.58 
SOFI SoFi Technologies, Inc.
-0.69%
-$17.76 
MOAT VanEck Morningstar Wide Moat Fund
-0.69%
-$6,320.25 
VHT Vanguard Health Care ETF
-0.69%
-$1,421.14 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$7,891.3 
DAL Delta Air Lines, Inc.
-0.68%
-$323.14 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.68%
-$344.76 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$7,954.4 
OBDC Blue Owl Capital Corporation
-0.67%
-$126.6 
BTT BlackRock Municipal 2030 Target Term Trust
-0.67%
-$2,310.6 
PSCT Invesco S&P SmallCap Information Technology ETF
-0.67%
-$1,617.72 
ORLY O'Reilly Automotive Inc.
-0.66%
-$615.6 
IWB iShares Russell 1000 ETF
-0.66%
-$1,419 
SO The Southern Company
-0.66%
-$841 
IWV ISHARES RUSSELL 3000 ETF
-0.65%
-$1,002.88 
KLXE KLX Energy Services Holdings, Inc.
-0.65%
-$0.04 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.64%
-$11,293.9 
PYLD PIMCO Multisector Bond Active ETF
-0.64%
-$299,280.79 
AGG iShares Core U.S. Aggregate Bond ETF
-0.63%
-$786.9 
GOOD Gladstone Commercial Corporation
-0.62%
-$320.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$2,697.57 
GLAD Gladstone Capital Corporation
-0.61%
-$386.64 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$2,867.42 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$19,429.2 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$8,433.77 
FPE First Trust Preferred Securities and Income ETF
-0.6%
-$13,146.1 
VOO Vanguard S&P 500 ETF
-0.6%
-$84,038.9 
SCHB Schwab U.S. Broad Market ETF
-0.59%
-$55.3 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$4,887.89 
IVV iShares Core S&P 500 ETF
-0.59%
-$636,593 
UAL United Airlines Holdings, Inc.
-0.59%
-$151.2 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$750.51 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.58%
-$280.7 
NI NiSource Inc.
-0.58%
-$57.84 
WPC W. P. Carey Inc.
-0.57%
-$89.2 
BHF Brighthouse Financial Inc.
-0.57%
-$3.19 
XLE Energy Select Sector SPDR Fund
-0.57%
-$246.05 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.56%
-$9,102.24 
IGV iShares Expanded Tech-Software Sector ETF
-0.56%
-$62.7 
HRB H&R Block Inc.
-0.55%
-$0.5 
DFAT Dimensional US Targeted Value ETF
-0.55%
-$324.48 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$29,245.5 
TGRW T. Rowe Price Growth Stock ETF
-0.55%
-$12,441.86 
HUBB Hubbell Inc.
-0.55%
-$47.22 
XLV Health Care Select Sector SPDR Fund
-0.55%
-$1,412.32 
APD Air Products and Chemicals, Inc.
-0.54%
-$1,462.15 
DNP DNP Select Income Fund Inc.
-0.54%
-$29 
GPIX S&P 500 Core Premium Income Fund
-0.54%
-$405 
ITA iShares U.S. Aerospace & Defense ETF
-0.54%
-$117.5 
VFMF Vanguard U.S. Multifactor ETF
-0.53%
-$12.82 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.53%
-$1,095.36 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$632.2 
RGTI Rigetti Computing Inc
-0.53%
-$21.2 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.52%
-$113 
PFE Pfizer Inc.
-0.5%
-$1,912.82 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.5%
-$5,051.81 
VUG Vanguard Growth ETF
-0.5%
-$13,695.88 
YLDE ClearBridge Dividend Strategy ESG ETF
-0.5%
-$699.44 
IYZ iShares U.S. Telecommunications ETF
-0.49%
-$3.57 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$9,994.88 
CVX Chevron Corporation
-0.49%
-$3,180.45 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$65.52 
VDE Vanguard Energy ETF
-0.48%
-$480.6 
GQI Natixis Gateway Quality Income ETF
-0.48%
-$26.1 
DFIV Dimensional International Value ETF
-0.48%
-$63 
PRF Invesco FTSE RAFI US 1000 ETF
-0.47%
-$56.45 
CDEI Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
-0.47%
-$585.93 
KLAR Klarna Group Plc
-0.47%
-$5.2 
JEDI Defiance Drone & Modern Warfare ETF
-0.47%
-$13.09 
USMV iShares MSCI USA Min Vol Factor ETF
-0.46%
-$48.76 
OEF iShares S&P 100 ETF
-0.46%
-$539.76 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$2,215.98 
SPHY SPDR Portfolio High Yield Bond ETF
-0.45%
-$246.75 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$22,171.97 
WTRG Essential Utilities Inc.
-0.45%
-$159.98 
DECK Deckers Outdoor Corporation
-0.45%
-$204.48 
ICE Intercontinental Exchange, Inc.
-0.44%
-$576.84 
GAIN Gladstone Investment Corporation
-0.43%
-$111.58 
CRM Salesforce Inc
-0.43%
-$961.8 
FELC Fidelity Enhanced Large Cap Core ETF
-0.43%
-$526.7 
TMO Thermo Fisher Scientific Inc.
-0.42%
-$888.32 
GE General Electric Company
-0.42%
-$1,177.76 
DFSV Dimensional US Small Cap Value ETF
-0.42%
-$3.46 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.41%
-$105 
LMBS First Trust Low Duration Opportunities ETF
-0.41%
-$1,534.8 
WAR U.S. Global Technology and Aerospace & Defense ETF
-0.4%
-$50 
FIVN Five9 Inc.
-0.4%
-$14.4 
JAVA JPMorgan Active Value ETF
-0.39%
-$6,648.32 
MA Mastercard Incorporated
-0.39%
-$4,169.76 
RONB Baron First Principles ETF
-0.38%
-$22.5 
DMAY FT Vest US Equity Deep Buffer Fund
-0.37%
-$8,310.88 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.36%
-$1,353.72 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.36%
-$8,032.84 
DTM Dt Midstream Inc.
-0.36%
-$15.78 
FJUL FT Vest US Equity Buffer ETF
-0.36%
-$22.88 
THNQ Robo Global Artificial Intelligence ETF
-0.35%
-$211.18 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$3,228.24 
BSV Vanguard Short-Term Bond ETF
-0.34%
-$405.45 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$2,519.44 
AXP American Express Company
-0.34%
-$578.79 
SPGP Invesco S&P 500 GARP ETF
-0.33%
-$4,237.2 
JPM JPMorgan Chase & Co.
-0.33%
-$23,469.12 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$107.25 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.32%
-$333.01 
SMB VanEck Short Muni ETF
-0.32%
-$35.75 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$164,733.41 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.32%
-$976 
CTVA Corteva Inc.
-0.32%
-$196.83 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$2,599.55 
ARCO Arcos Dorados Holdings Inc.
-0.31%
-$26.82 
IVE ISHARES S&P 500 VALUE ETF
-0.31%
-$1,737.36 
AIVL WisdomTree U.S. AI Enhanced Value Fund
-0.3%
-$123.2 
SNY Sanofi American Depositary Receipt
-0.3%
-$213.72 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.3%
-$5,448.12 
IYC iShares U.S. Consumer Discretionary ETF
-0.3%
-$55.1 
FRTY Alger Mid Cap 40 ETF
-0.29%
-$9.75 
RCL Royal Caribbean Group
-0.29%
-$1,794.75 
IWD iShares Russell 1000 Value ETF
-0.28%
-$1,591.37 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.28%
-$301.8 
STT State Street Corp
-0.28%
-$66.54 
MDT Medtronic plc
-0.28%
-$662.24 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.28%
-$300.3 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.27%
-$38.5 
GDEC FT VEST US Equity Moderate B Fund
-0.27%
-$27.5 
JNJ Johnson & Johnson
-0.27%
-$1,053.64 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.27%
-$11,858.69 
RWL Invesco S&P 500 Revenue ETF
-0.26%
-$1,280.65 
CNXC Concentrix Corporation
-0.26%
-$0.84 
FR First Industrial Realty Trust Inc.
-0.25%
-$59.83 
SHY iShares 1-3 Year Treasury Bond ETF
-0.25%
-$123 
VONV Vanguard Russell 1000 Value Index Fund
-0.25%
-$0.84 
WFC Wells Fargo & Company
-0.25%
-$3,197.16 
VGSH Vanguard Short-Term Treasury Fund
-0.24%
-$18.2 
DJUN FT VEST US Equity Deep Buffer Fund
-0.24%
-$4,167.63 
THRM Gentherm Inc.
-0.23%
-$4.5 
NEE NextEra Energy, Inc.
-0.23%
-$2,521.87 
DJUL FT Vest US Equity Deep Buffer Fund
-0.23%
-$12,013.01 
NEAR iShares Short Maturity Bond ETF
-0.23%
-$28.75 
GBX Greenbrier Companies, Inc.
-0.21%
-$18.36 
AMZN Amazon.com Inc
-0.2%
-$11,033.34 
GOCT FT Vest US Equity Moderate Fund
-0.2%
-$138.97 
GNOV FT Vest US Equity Moderate B Fund
-0.19%
-$227.92 
ECL Ecolab Inc.
-0.18%
-$459 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.18%
-$306 
TROW T. Rowe Price Group, Inc.
-0.18%
-$23.75 
MCD McDonald's Corporation
-0.17%
-$404.8 
MAGS Roundhill Magnificent Seven Fund
-0.17%
-$8.52 
PPL PPL Corporation
-0.16%
-$59.45 
BAC Bank of America Corporation
-0.16%
-$860 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.15%
-$551.25 
DNOV FT Vest US Equity Deep Buffer Fund
-0.15%
-$538.8 
MOG-A Moog Inc.
-0.14%
-$17.16 
DMAR FT Vest US Equity Deep Buffer Fund
-0.14%
-$302.4 
LLY Eli Lilly and Company
-0.13%
-$2,150.59 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.12%
-$865.2 
DVY iShares Select Dividend ETF
-0.12%
-$621.49 
OKE ONEOK, Inc.
-0.1%
-$111.3 
MLM Martin Marietta Materials, Inc.
-0.1%
-$7.14 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.09%
-$7.2 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.08%
-$926.6 
VNLA Janus Henderson Short Duration Income ETF
-0.08%
-$26,212 
MTG MGIC Investment Corporation
-0.08%
-$7.92 
CVS CVS Health Corporation
-0.08%
-$5.47 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.07%
-$676.2 
WMT Walmart Inc.
-0.07%
-$211.47 
RPV Invesco S&P 500 Pure Value ETF
-0.05%
-$4.56 
PSA Public Storage Common Stock
-0.04%
-$19.5 
REG Regency Centers Corporation
-0.04%
-$3.63 
V Visa Inc. Class A
-0.03%
-$484.44 
PEP PepsiCo, Inc.
-0.03%
-$84.4 
COST Costco Wholesale Corporation
-0.02%
-$242.98 
ORI Old Republic International Corp.
-0.01%
-$3.75 
NSC Norfolk Southern Corporation
-0.01%
-$53.74 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3110 | Longs Won 2277/3110 73% | Profit Factor 30 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $636,843.17 |
| Average Win $87,666.64 | Best Trade (Aug 14) $25.66M | Sharpe Ratio -33.23 |
| Average Loss -$7,989 | Worst Trade (Aug 19) -$578,423.43 | Z-Score 24.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 1d | Expectancy $62,045.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 733 | $33,410.14 | $35,411.23 | - | $2,001.09 | 5.99% | -4.77% |
| AAPL Apple Inc. | 35,444 | $4.97M | $11.57M | - | $6.61M | 132.98% | +3.561% |
| ABBV AbbVie Inc. | 1,236 | $224,717.82 | $315,192.36 | - | $90,474.54 | 40.26% | +1.634% |
| ABNB Airbnb, Inc. | 1,330 | $180,271.6 | $222,974.5 | - | $42,702.9 | 23.69% | -1.167% |
| ABT Abbott Laboratories | 866 | $101,215.44 | $89,518.42 | - | -$11,697.02 | -11.56% | -1.768% |
| ACGL Arch Capital Group Ltd | 97 | $8,800.81 | $9,331.4 | - | $530.59 | 6.03% | +0.088% |
| ACWI iShares MSCI ACWI ETF | 1,443 | $153,507.95 | $229,133.97 | - | $75,626.02 | 49.27% | -0.849% |
| ADBE Adobe Inc. | 245 | $86,423.75 | $60,963.35 | - | -$25,460.4 | -29.46% | -2.366% |
| ADI Analog Devices, Inc. | 1,531 | $376,899.22 | $553,073.75 | - | $176,174.53 | 46.74% | -1.046% |
| ADP Automatic Data Processing Inc. | 268 | $67,674.85 | $71,644.44 | - | $3,969.59 | 5.87% | +0.796% |
| AEIS Advanced Energy Industries Inc. | 75 | $24,203.25 | $20,530.5 | - | -$3,672.75 | -15.17% | -4.126% |
| AEP American Electric Power Company, Inc. | 1,005 | $102,105.41 | $124,087.35 | - | $21,981.94 | 21.53% | -0.963% |
| AG First Majestic Silver Corp | 700 | $11,662 | $14,112 | - | $2,450 | 21.01% | -4.816% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,290 | $126,755.16 | $123,930.3 | - | -$2,824.86 | -2.23% | -0.631% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 308 | $35,446.87 | $40,351.08 | - | $4,904.21 | 13.84% | -0.304% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 137 | $66,173.74 | $38,980.61 | - | -$27,193.13 | -41.09% | -5.327% |
| ALAI Alger AI Enablers & Adopters ETF | 940 | $33,943.4 | $42,253 | - | $8,309.6 | 24.48% | -1.585% |
| ALB Albemarle Corporation | 28 | $3,960.32 | $3,420.48 | - | -$539.84 | -13.63% | -2.978% |
| AMAT Applied Materials, Inc. | 2,698 | $552,388.52 | $1.22M | - | $672,530.46 | 121.75% | -3.165% |
| AMCX AMC Networks Inc. | 2 | $18.9 | $24.14 | - | $5.24 | 27.72% | +4.412% |
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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 - $5.47M, Avantis Emerging Markets Equity ETF - $4.14M, iShares Core MSCI EAFE ETF - $3.69M, PIMCO Multisector Bond Active ETF - $3.33M, and iShares Core Dividend Growth ETF - $2.89M. 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 - $109,765.29, 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 $30.58M 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 - $3.33M, iShares Core Dividend Growth ETF - $2.89M, and Avantis Emerging Markets Equity ETF - $2.5M. 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.
