Missy Straw Portfolio
Invests via Nilsine Partners LLC | Managed by Brett R. Bills
Invests via Nilsine Partners LLC
Managed by Brett R. Bills
Automatically Tracked
Missy Straw Profile
With a robust background in technology and digital media, Missy Straw stands out as an influential figure in the entrepreneurial landscape. She has successfully founded and scaled multiple startups focused on leveraging innovative technologies to enhance user experiences. Her strategic insights into market trends have positioned her as a thought leader within the tech community. By fostering collaborative environments, she drives teams to develop cutting-edge products that address evolving consumer needs. As an advocate for diversity in tech, she actively mentors emerging entrepreneurs, thereby strengthening industry ties and promoting inclusivity across all levels of business.
With a robust background in technology and digital media, Missy Straw stands out as an influential figure in the entrepreneurial landscape. She has successfully founded and scaled multiple startups focused on leveraging innovative technologies to enhance user experiences. Her strategic insights into market trends have positioned her as a thought leader within the tech community. By fostering collaborative environments, she drives teams to develop cutting-edge products that address evolving consumer needs. As an advocate for diversity in tech, she actively mentors emerging entrepreneurs, thereby strengthening industry ties and promoting inclusivity across all levels of business.
Investment Philosophy & Strategy
Innovation remains at the heart of Missy Straw's investment approach, as she seeks to identify and cultivate disruptive technologies poised for significant impact. Her background in technology startups enables her to spot unique opportunities where others see challenges. By aligning resources with visionary entrepreneurs, strategic initiatives are designed not just to maximize market potential but also to foster inclusivity within the tech ecosystem. She emphasizes collaboration and mentorship in her projects, believing that nurturing diverse talent creates a competitive edge. This proactive engagement is central to enhancing user experiences while driving sustainable growth.
Innovation remains at the heart of Missy Straw's investment approach, as she seeks to identify and cultivate disruptive technologies poised for significant impact. Her background in technology startups enables her to spot unique opportunities where others see challenges. By aligning resources with visionary entrepreneurs, strategic initiatives are designed not just to maximize market potential but also to foster inclusivity within the tech ecosystem. She emphasizes collaboration and mentorship in her projects, believing that nurturing diverse talent creates a competitive edge. This proactive engagement is central to enhancing user experiences while driving sustainable growth.
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:
68.51%
Gain -0.05%
Monthly
1.43%
Yearly
18.51%
Drawdown
18.32%
$1.42B
Equity
Holdings
$1.42B
Investment
$1.03B
$486.24M
Profit -$610,510.57
Realized
$92.44M
Unrealized
$393.8M
Dividends
$49.96M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$610,510.57
Win %
70%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$15.68M
Win %
70%
This Month
Compared to last month
Gain
-0.48%
Profit
-$6.83M
Win %
70%
This Year
Compared to last year
Gain
-1.02%
Profit
-$14.61M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$3.78M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$19,004.05 
ETN Eaton Corporation plc
+7.32%
+$131,471.64 
GOOG Alphabet Inc
+6.88%
+$703,318.43 
GOOGL Alphabet Inc
+6.73%
+$638,687.28 
NVT nVent Electric plc
+6.24%
+$36,914.64 
VRT Vertiv Holdings Co
+6.18%
+$322,343.93 
COHR Coherent Corp.
+5.55%
+$145,934.29 
ANET Arista Networks, Inc.
+5.46%
+$304,690.01 
GVA Granite Construction Incorporated
+5.26%
+$10,708.5 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$57,485.42 
FTNT Fortinet Inc.
+4.99%
+$10,487.4 
APO Apollo Global Management, Inc.
+4.44%
+$11,497.02 
ZM Zoom Video Communications, Inc.
+4.06%
+$11,718.75 
YUMC Yum China Holdings Inc.
+3.68%
+$12,188.88 
TT Trane Technologies plc
+3.33%
+$92,787.81 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$35,681.97 
META Meta Platforms Inc Class A
+3.28%
+$403,864.03 
ATI ATI Inc.
+3.05%
+$142,450.28 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$165,748.32 
MSFT Microsoft Corp.
+3.02%
+$596,800.72 
NVDA NVIDIA Corporation
+2.93%
+$1.13M 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$12,748.78 
DRH DiamondRock Hospitality Company
+2.56%
+$27,747.06 
CVX Chevron Corporation
+2.35%
+$88,451.88 
MRVL Marvell Technology, Inc.
+2.32%
+$11,608.5 
ORLY O'Reilly Automotive Inc.
+2.28%
+$35,971.24 
CNC Centene Corporation
+2.27%
+$48,741.6 
BP BP p.l.c. Sponsored ADR
+2.26%
+$16,981 
FAST Fastenal Co.
+2.25%
+$5,387.55 
GLW Corning Incorporated
+2.24%
+$72,865.44 
WDC Western Digital Corporation
+2.21%
+$6,903.03 
DVN Devon Energy Corporation
+2.17%
+$20,290.56 
CDNS Cadence Design Systems, Inc.
+2.16%
+$66,139.01 
CSCO Cisco Systems, Inc.
+2.14%
+$202,081.23 
LNG Cheniere Energy Inc.
+2.13%
+$6,964.66 
JBL Jabil Inc.
+2.12%
+$104,813 
PSA Public Storage Common Stock
+2.12%
+$8,137.92 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$25,831.2 
KEYS Keysight Technologies, Inc.
+2.04%
+$6,370.82 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$8,754.98 
JCI Johnson Controls International plc
+1.93%
+$6,241.1 
PANW Palo Alto Networks, Inc.
+1.89%
+$143,682.45 
FIX Comfort Systems USA, Inc.
+1.88%
+$3,662.75 
CRM Salesforce Inc
+1.83%
+$38,369.45 
EAT Brinker International Inc.
+1.83%
+$75,037.44 
ORCL Oracle Corporation
+1.81%
+$48,833.4 
HWM Howmet Aerospace Inc.
+1.8%
+$10,946.06 
PBR-A Petróleo Brasileiro S.A. - Petrobras
+1.78%
+$14,558.1 
ARW Arrow Electronics Inc.
+1.75%
+$9,024.72 
VTR Ventas Inc.
+1.73%
+$4,461.54 
FLEX Flex Ltd.
+1.64%
+$3,989.12 
KMI Kinder Morgan, Inc.
+1.64%
+$8,621.08 
SHEL Shell plc
+1.62%
+$6,501.81 
HPE Hewlett Packard Enterprise Company
+1.61%
+$31,872.88 
ACN Accenture plc Class A
+1.61%
+$48,565.76 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$8,018.92 
LMT Lockheed Martin Corporation
+1.5%
+$28,686.12 
NOC Northrop Grumman Corporation
+1.43%
+$31,794.21 
PH Parker-Hannifin Corporation
+1.43%
+$68,329.27 
PWR Quanta Services Inc.
+1.43%
+$5,862.51 
SNX TD Synnex Corporation
+1.42%
+$5,244.7 
GE General Electric Company
+1.42%
+$13,897.88 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$3,528.71 
WDAY Workday Inc.
+1.41%
+$48,622.92 
KLAC KLA Corporation
+1.38%
+$164,059.29 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$261,355.3 
CIEN Ciena Corporation
+1.34%
+$35,213.45 
CAH Cardinal Health Inc.
+1.3%
+$17,904.99 
CMCSA Comcast Corp
+1.23%
+$14,704.16 
COP ConocoPhillips
+1.22%
+$7,753.16 
WFC Wells Fargo & Company
+1.19%
+$30,929.46 
HONA Honeywell Aerospace Inc.
+1.18%
+$7,439.08 
AMAT Applied Materials, Inc.
+1.18%
+$69,331.14 
PSI Invesco Semiconductors ETF
+1.16%
+$27,143.73 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$11,328.8 
ITW Illinois Tool Works Inc.
+1.15%
+$8,144.5 
MSI Motorola Solutions, Inc.
+1.14%
+$7,996.44 
PTF Invesco Dorsey Wright Technology ETF
+1.12%
+$13,413.5 
VUG Vanguard Growth ETF
+1.1%
+$4,132.92 
VEEV Veeva Systems Inc.
+1.1%
+$33,288.9 
MTSI MACOM Technology Solutions Holdings, Inc.
+1.1%
+$13,671.79 
NBIS Nebius Group N.V.
+1.05%
+$2,071.09 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$18,176.02 
VDE Vanguard Energy ETF
+1.02%
+$5,380.96 
ILCG iShares Morningstar Growth ETF
+1.01%
+$2,688 
URI United Rentals, Inc.
+0.99%
+$81,468.4 
TDY Teledyne Technologies Incorporated
+0.98%
+$2,076.76 
ADP Automatic Data Processing Inc.
+0.98%
+$15,770.45 
UNP Union Pacific Corporation
+0.92%
+$15,446.01 
WMB The Williams Companies, Inc.
+0.89%
+$13,001.31 
SCHW Charles Schwab Corporation
+0.87%
+$7,570.29 
IBM International Business Machines Corporation
+0.86%
+$17,921.34 
CNQ Canadian Natural Resources Limited
+0.85%
+$2,664.8 
GEV GE Vernova Inc.
+0.85%
+$7,728.3 
MCD McDonald's Corporation
+0.82%
+$44,596.4 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$26,970 
TSLA Tesla, Inc.
+0.76%
+$36,112.41 
MPC Marathon Petroleum Corporation
+0.76%
+$84,099.78 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,801.36 
FHN First Horizon Corporation
+0.75%
+$2,095.7 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$20,368.77 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$161,028.57 
VOO Vanguard S&P 500 ETF
+0.71%
+$30,579.37 
CAT Caterpillar Inc.
+0.7%
+$55,282.4 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,017.35 
IVV iShares Core S&P 500 ETF
+0.69%
+$66,524.16 
CARR Carrier Global Corporation
+0.68%
+$12,517.68 
PLTR Palantir Technologies Inc.
+0.65%
+$4,239.19 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$13,506.48 
SYY Sysco Corporation
+0.63%
+$3,343.24 
EXPE Expedia Group, Inc.
+0.62%
+$12,195.78 
TER Teradyne, Inc.
+0.6%
+$915.2 
ET Energy Transfer L.P.
+0.59%
+$6,872.52 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$7,768.32 
PKB Invesco Building & Construction ETF
+0.59%
+$8,316.05 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$4,233.58 
RJF Raymond James Financial Inc.
+0.58%
+$14,200.6 
MO Altria Group, Inc.
+0.57%
+$2,018.64 
APH Amphenol Corporation
+0.55%
+$12,232.74 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$11,270.34 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,129.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,194.42 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$3,551.7 
EXC Exelon Corporation
+0.53%
+$8,419.68 
STX Seagate Technology Holdings plc
+0.52%
+$1,877.9 
GM General Motors Company
+0.52%
+$23,500.48 
DVA DaVita Inc.
+0.52%
+$2,132.81 
PSX Phillips 66
+0.51%
+$4,393.36 
Q Qnity Electronics Inc.
+0.51%
+$1,059.28 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$3,627.29 
BMO Bank of Montreal
+0.47%
+$1,824.34 
NSC Norfolk Southern Corporation
+0.46%
+$12,417.21 
OHI Omega Healthcare Investors Inc.
+0.46%
+$12,390.79 
IYW iShares U.S. Technology ETF
+0.46%
+$2,046.57 
EBAY eBay Inc.
+0.43%
+$1,265.19 
CSX CSX Corporation
+0.42%
+$9,924.18 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+0.41%
+$738.76 
CASY Casey's General Stores Inc.
+0.4%
+$20,692 
AIR AAR Corp.
+0.4%
+$2,005.89 
PFE Pfizer Inc.
+0.4%
+$1,040 
RTX RTX Corporation
+0.39%
+$24,034.08 
VLO Valero Energy Corporation
+0.38%
+$30,274.79 
AVGO Broadcom Inc.
+0.37%
+$102,895.2 
PG Procter & Gamble Co
+0.37%
+$9,764.19 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$42,861.84 
BAC Bank of America Corporation
+0.36%
+$17,841.12 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$13,726.08 
ZION Zions Bancorporation, National Association
+0.35%
+$1,074.24 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$735.3 
EWZ iShares MSCI Brazil ETF
+0.33%
+$27,467.4 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$3,554.03 
GD General Dynamics Corporation
+0.32%
+$4,062.6 
MRK Merck & Co., Inc.
+0.32%
+$10,719.3 
JXN Jackson Financial Inc.
+0.31%
+$2,819.6 
IAC People Incorporated
+0.29%
+$3,877.92 
VSNT Versant Media Group, Inc.
+0.28%
+$591.9 
DOV Dover Corporation
+0.27%
+$1,101.52 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,416.57 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$48,516.99 
JPM JPMorgan Chase & Co.
+0.27%
+$37,140.34 
EIS iShares MSCI Israel ETF
+0.23%
+$21,532.07 
FTXO First Trust Nasdaq Bank ETF
+0.23%
+$3,056.93 
SLF Sun Life Financial Inc.
+0.22%
+$644.22 
ALLE Allegion plc
+0.22%
+$1,542.54 
CME CME Group Inc.
+0.21%
+$534.67 
SO The Southern Company
+0.21%
+$1,309.4 
JNJ Johnson & Johnson
+0.21%
+$12,643.15 
ADI Analog Devices, Inc.
+0.2%
+$1,918.79 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,949.48 
CMI Cummins Inc.
+0.19%
+$3,462.45 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$826.7 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$405 
USB U.S. Bancorp
+0.17%
+$3,712.22 
T AT&T Inc.
+0.17%
+$5,147.28 
MS Morgan Stanley
+0.17%
+$4,873.71 
VRP Invesco Variable Rate Preferred ETF
+0.17%
+$12,301 
EHC Encompass Health Corporation
+0.16%
+$6,198.12 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$6,686.95 
VICI Vici Properties Inc.
+0.15%
+$464.28 
CB Chubb Limited
+0.15%
+$851.18 
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF
+0.13%
+$1,928.8 
DTE DTE Energy Company
+0.12%
+$226.44 
FTSL First Trust Senior Loan ETF
+0.11%
+$10,638.45 
ISRG Intuitive Surgical, Inc.
+0.1%
+$2,152.02 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.1%
+$1,476.36 
C Citigroup Inc.
+0.1%
+$966.74 
NUE Nucor Corporation
+0.1%
+$341 
WM Waste Management, Inc.
+0.1%
+$542.96 
AFL Aflac Inc.
+0.09%
+$1,196.28 
WMT Walmart Inc.
+0.09%
+$5,327.81 
ABT Abbott Laboratories
+0.09%
+$676.08 
KNCT Invesco Next Gen Connectivity ETF
+0.07%
+$1,439.9 
EWBC East West Bancorp Inc.
+0.07%
+$1,757.25 
FDS FactSet Research Systems Inc.
+0.07%
+$173.41 
BATRK Atlanta Braves Holdings, Inc.
+0.06%
+$150 
AEP American Electric Power Company, Inc.
+0.06%
+$483.7 
PSTL Postal Realty Trust, Inc.
+0.04%
+$453.44 
USFD US Foods Holding Corp
+0.04%
+$624.12 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$75 
DIS The Walt Disney Company
+0.03%
+$1,161.51 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$865.93 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$707.96 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$489.54 
AFG American Financial Group Inc.
+0.01%
+$223.48 
ILMN Illumina, Inc.
+0.01%
+$16.19 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GHYG iShares US & Intl High Yield Corp Bond ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 DGXX
DGXX
0%
$0 
CTVA Corteva Inc.
-11.9%
-$26,011.61 
COIN Coinbase Global, Inc.
-10.59%
-$116,407.79 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$187,243.1 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$314,848.45 
AAPL Apple Inc.
-7.35%
-$5.61M 
EIX Edison International
-6.81%
-$21,627.6 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-6.67%
-$65,029.2 
NXPI NXP Semiconductors N.V.
-6.53%
-$106,256 
TROW T. Rowe Price Group, Inc.
-6.31%
-$30,744.99 
CLS Celestica Inc.
-6%
-$111,820.05 
LIN Linde plc
-5.95%
-$51,139.42 
MU Micron Technology, Inc.
-5.9%
-$1.52M 
SNDK SanDisk Corporation
-5.09%
-$14,719.38 
SHOP Shopify Inc.
-4.29%
-$89,034.75 
IREN IREN Limited
-3.82%
-$8,760 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
-3.54%
-$4,602.25 
VGZ Vista Gold Corp.
-3.37%
-$147,420.48 
GPI Group 1 Automotive Inc.
-3.35%
-$7,663.74 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$738,910.19 
CI The Cigna Group
-2.99%
-$7,413.22 
AVY Avery Dennison Corporation
-2.91%
-$8,393.43 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$7,066.14 
TOL Toll Brothers Inc
-2.76%
-$10,656.36 
EQIX Equinix, Inc.
-2.7%
-$8,588 
QCOM QUALCOMM Incorporated
-2.63%
-$30,419.84 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$37,369.25 
EWY iShares MSCI South Korea ETF
-2.55%
-$262,945.47 
ON ON Semiconductor Corporation
-2.54%
-$76,697.04 
ABBV AbbVie Inc.
-2.51%
-$65,366.41 
DLR Digital Realty Trust, Inc.
-2.42%
-$10,558.87 
YUM Yum! Brands, Inc.
-2.37%
-$37,612.92 
SGI Somnigroup International Inc.
-2.3%
-$174,432.72 
HLI Houlihan Lokey Inc.
-2.22%
-$4,363.35 
KGC Kinross Gold Corporation
-2.2%
-$9,339.72 
BA Boeing Company
-2.15%
-$123,745.46 
ARGX argenx SE American Depositary Receipt
-2.15%
-$80,705.56 
NEM Newmont Corporation
-2.14%
-$8,077 
CCJ Cameco Corporation
-2.1%
-$10,117.65 
DKS Dick's Sporting Goods, Inc.
-2%
-$33,960 
NFLX Netflix, Inc.
-2%
-$201,598.26 
KEEL Keel Infrastructure Corp.
-1.98%
-$1,538 
AMD Advanced Micro Devices, Inc.
-1.9%
-$84,121.14 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$19,835.09 
SYF Synchrony Financial
-1.79%
-$46,000.92 
PHM PulteGroup Inc.
-1.76%
-$4,660.33 
DHI D.R. Horton, Inc.
-1.7%
-$3,191.24 
FXZ First Trust Materials AlphaDEX Fund
-1.69%
-$19,571.64 
UNH UnitedHealth Group Incorporated
-1.68%
-$24,822.81 
ADM Archer-Daniels-Midland Co
-1.66%
-$8,089.58 
AON Aon plc
-1.64%
-$4,948.46 
SQ Block, Inc.
-1.64%
-$35,098.65 
SNOW Snowflake Inc.
-1.62%
-$15,023.97 
LRCX Lam Research Corporation
-1.58%
-$469,549.9 
NET Cloudflare Inc.
-1.56%
-$5,318.46 
PAG Penske Automotive Group Inc.
-1.5%
-$91,261.5 
GLD SPDR Gold Shares
-1.49%
-$24,261.5 
H Hyatt Hotels Corporation
-1.48%
-$54,189.29 
IAU iShares Gold Trust
-1.46%
-$10,139.49 
NVS Novartis AG Sponsored ADR
-1.45%
-$11,012.66 
CELC Celcuity Inc.
-1.44%
-$2,412.9 
NKE Nike, Inc. - Class B
-1.37%
-$27,383.54 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$8,235.46 
MTG MGIC Investment Corporation
-1.35%
-$47,676.32 
TXRH Texas Roadhouse Inc.
-1.33%
-$2,899.54 
DD DuPont de Nemours, Inc.
-1.32%
-$3,164.8 
MNST Monster Beverage Corporation
-1.3%
-$36,140.39 
AER AerCap Holdings N.V.
-1.29%
-$4,016.85 
TM Toyota Motor Corporation
-1.28%
-$7,901.49 
FCX Freeport-McMoRan Inc.
-1.28%
-$8,034.39 
ATEN A10 Networks, Inc.
-1.27%
-$21,538.02 
GRMN Garmin Ltd.
-1.27%
-$35,094.84 
HSY The Hershey Company
-1.23%
-$4,362.17 
UBS UBS Group AG
-1.22%
-$7,610.2 
REZI Resideo Technologies Inc.
-1.21%
-$10,929.24 
TJX The TJX Companies, Inc.
-1.21%
-$11,706.18 
SHW The Sherwin-Williams Company
-1.16%
-$3,459.32 
NEE NextEra Energy, Inc.
-1.15%
-$23,062.34 
WRB W.R. Berkley Corporation
-1.15%
-$3,077.76 
OMC Omnicom Group Inc.
-1.14%
-$6,825 
DE Deere & Company
-1.13%
-$15,021.18 
RCL Royal Caribbean Group
-1.13%
-$4,156.89 
TXN Texas Instruments Inc
-1.08%
-$11,548.56 
LOW Lowe's Companies Inc.
-1.08%
-$46,491.91 
PLD Prologis Inc.
-1.08%
-$13,505.84 
MCK McKesson Corporation
-1.08%
-$81,717.85 
FTXH First Trust NASDAQ Pharmaceuticals ETF
-1.05%
-$11,587.54 
INTC Intel Corporation
-1.02%
-$10,637.34 
NDAQ Nasdaq, Inc.
-1.02%
-$8,942.43 
KO The Coca-Cola Company
-1.02%
-$56,118.6 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$4,448.9 
EPU iShares MSCI Peru and Global Exposure ETF
-0.99%
-$99,966.4 
VMC Vulcan Materials Company
-0.98%
-$1,850.3 
EW Edwards Lifesciences Corporation
-0.98%
-$7,174.85 
XOM Exxon Mobil Corporation
-0.97%
-$127,742.76 
MET MetLife Inc.
-0.97%
-$6,424.9 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$16,247.2 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$9,536.75 
PGR Progressive Corporation
-0.87%
-$10,667.1 
O Realty Income Corporation
-0.87%
-$5,955.6 
OCSL Oaktree Specialty Lending Corporation
-0.85%
-$1,645.5 
ATO Atmos Energy Corporation
-0.85%
-$718,191.79 
GILD Gilead Sciences Inc.
-0.81%
-$17,787.51 
D Dominion Energy, Inc.
-0.8%
-$3,206 
UNM Unum Group
-0.76%
-$14,415.06 
FXU First Trust Utilities AlphaDEX Fund
-0.76%
-$2,174.12 
CVS CVS Health Corporation
-0.75%
-$3,352.76 
SPGI S&P Global Inc.
-0.74%
-$3,456.83 
ED Consolidated Edison, Inc.
-0.74%
-$1,487.16 
MA Mastercard Incorporated
-0.74%
-$7,055.01 
BLK BlackRock, Inc.
-0.73%
-$24,737.97 
BCS Barclays PLC Sponsored ADR
-0.72%
-$7,401.8 
MAR Marriott International Inc. - Class A
-0.71%
-$9,487.07 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,858.14 
R Ryder System Inc.
-0.68%
-$5,859 
MLI Mueller Industries Inc.
-0.67%
-$25,004.7 
DUK Duke Energy Corporation
-0.67%
-$7,170.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,442.42 
AMGN Amgen Inc.
-0.64%
-$22,798.73 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$19,473.93 
GS The Goldman Sachs Group, Inc.
-0.63%
-$55,034.56 
AMT American Tower Corporation
-0.63%
-$1,872.22 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$2,903.09 
HAS Hasbro Inc.
-0.62%
-$18,490.6 
PM Philip Morris International Inc.
-0.61%
-$3,649.71 
DHR Danaher Corporation
-0.61%
-$3,039.26 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$143,972.81 
WEC WEC Energy Group Inc.
-0.57%
-$2,279.98 
SBUX Starbucks Corporation
-0.57%
-$6,023.4 
STRT Strattec Security Corporation
-0.57%
-$10,608.5 
CPAI Counterpoint Quantitative Equity ETF
-0.55%
-$64,317.68 
COF Capital One Financial Corporation
-0.54%
-$18,805.55 
LLY Eli Lilly and Company
-0.53%
-$67,932.66 
MATX Matson Inc.
-0.52%
-$1,206.27 
WELL Welltower Inc.
-0.51%
-$21,355.74 
FTXR First Trust Nasdaq Transportation ETF
-0.49%
-$102,334.1 
STLD Steel Dynamics Inc.
-0.49%
-$1,201.57 
ALL Allstate Corporation
-0.49%
-$18,651.29 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$1,176.48 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$2,717.28 
IWM iShares Russell 2000 ETF
-0.47%
-$57,370.45 
FNB F.N.B. Corporation
-0.47%
-$1,076.94 
SPG Simon Property Group, Inc.
-0.46%
-$3,174.69 
PEP PepsiCo, Inc.
-0.46%
-$8,677.76 
DVY iShares Select Dividend ETF
-0.45%
-$2,908 
VGK Vanguard FTSE Europe ETF
-0.44%
-$930.4 
TRV The Travelers Companies, Inc.
-0.43%
-$15,033.49 
QSR Restaurant Brands International Inc.
-0.43%
-$6,821.5 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$4,636.25 
HD The Home Depot, Inc.
-0.42%
-$6,663.76 
ABCB Ameris Bancorp
-0.41%
-$24,757.2 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$777.53 
ETR Entergy Corporation
-0.38%
-$761.78 
VGT Vanguard Information Technology ETF
-0.38%
-$3,505.36 
AXP American Express Company
-0.38%
-$3,854.42 
FDX FedEx Corporation
-0.37%
-$907.35 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$5,420.09 
PAAA PGIM AAA CLO ETF
-0.37%
-$49,071.11 
TMUS T-Mobile US, Inc.
-0.36%
-$2,161.5 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$22,477.12 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$40,300.54 
ADSK Autodesk, Inc.
-0.33%
-$3,421.11 
CL Colgate-Palmolive Company
-0.33%
-$2,902.2 
TFC Truist Financial Corporation
-0.33%
-$1,271.08 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$10,203.75 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$17,669.52 
COR Cencora, Inc.
-0.28%
-$15,324.19 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,746.85 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$561.21 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$2,793.44 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,660.76 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$1,090.6 
BX Blackstone Inc.
-0.25%
-$721.62 
A Agilent Technologies Inc.
-0.24%
-$3,281.1 
FISV Fiserv, Inc.
-0.24%
-$791.18 
COST Costco Wholesale Corporation
-0.24%
-$38,009.38 
HBAN Huntington Bancshares Incorporated
-0.23%
-$434.03 
PBD Invesco Global Clean Energy ETF
-0.23%
-$3,603.28 
VB Vanguard Small-Cap ETF
-0.22%
-$2,015.58 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,122.18 
PFG Principal Financial Group, Inc.
-0.22%
-$604 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,186.71 
KR Kroger Co.
-0.21%
-$29,736.24 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$18,400.05 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$470.79 
BKNG Booking Holdings Inc.
-0.18%
-$629.72 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$5,851.3 
UGI UGI Corporation
-0.17%
-$1,575.24 
FITB Fifth Third Bancorp
-0.16%
-$499.59 
ELV Elevance Health, Inc.
-0.15%
-$576.79 
TPR Tapestry Inc.
-0.14%
-$830.55 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$1,972.36 
WTV WisdomTree U.S. Value Fund
-0.13%
-$6,134.38 
FAN First Trust Global Wind Energy ETF
-0.13%
-$1,526.73 
KIM Kimco Realty Corporation
-0.12%
-$5,239.17 
MUB iShares National Muni Bond ETF
-0.11%
-$830.16 
CFG Citizens Financial Group, Inc.
-0.11%
-$2,527.76 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$4,522.72 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$367.45 
EWI iShares MSCI Italy ETF
-0.1%
-$10,748.34 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.09%
-$1,451.84 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$7,660.62 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.09%
-$1,243.2 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$1,575.2 
FMB First Trust Managed Municipal Fund
-0.08%
-$375.44 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$159 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$233.31 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$168.16 
TTMI TTM Technologies, Inc.
-0.06%
-$338.45 
SEIC SEI Investments Company
-0.06%
-$405.01 
FSMB First Trust Short Duration Managed Municipal ETF
-0.05%
-$2,812.92 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$2,709.21 
V Visa Inc. Class A
-0.04%
-$4,899.37 
XEL Xcel Energy Inc.
-0.04%
-$78.21 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$105.24 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$164.64 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$1,134.88 
UBER Uber Technologies, Inc.
-0.01%
-$337.36 Events
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Dividends
Dividend Analysis
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| Trades 4796 | Longs Won 3219/4796 67% | Profit Factor 9.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $816,725.63 |
| Average Win $169,838.17 | Best Trade (Sep 08) $26.31M | Sharpe Ratio -12.55 |
| Average Loss -$37,612.02 | Worst Trade (Sep 11) -$2.18M | Z-Score 7.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w | Expectancy $101,384.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 9,650 | $1.34M | $1.34M | - | -$1,446.97 | -0.11% | -0.245% |
| AAPL Apple Inc. | 228,660 | $43.2M | $70.64M | - | $27.43M | 63.5% | -7.354% |
| ABBV AbbVie Inc. | 10,103 | $1.8M | $2.54M | - | $735,137.1 | 40.84% | -2.513% |
| ABCB Ameris Bancorp | 68,770 | $4.37M | $6M | - | $1.63M | 37.26% | -0.411% |
| ABT Abbott Laboratories | 7,512 | $877,083.21 | $794,018.4 | - | -$83,064.81 | -9.47% | +0.085% |
| ACN Accenture plc Class A | 18,466 | $3.07M | $3.06M | - | -$6,579.17 | -0.21% | +1.611% |
| ADI Analog Devices, Inc. | 2,593 | $584,380.1 | $952,694.13 | - | $368,314.03 | 63.03% | +0.202% |
| ADM Archer-Daniels-Midland Co | 6,037 | $468,781.5 | $478,552.99 | - | $9,771.49 | 2.08% | -1.662% |
| ADP Automatic Data Processing Inc. | 6,089 | $1.4M | $1.62M | - | $221,362.63 | 15.8% | +0.982% |
| ADSK Autodesk, Inc. | 4,443 | $941,414.99 | $1.04M | - | $99,135.61 | 10.53% | -0.328% |
| AEP American Electric Power Company, Inc. | 6,910 | $768,339.1 | $883,443.5 | - | $115,104.4 | 14.98% | +0.055% |
| AER AerCap Holdings N.V. | 2,039 | $291,854.97 | $307,685.08 | - | $15,830.11 | 5.42% | -1.289% |
| AFG American Financial Group Inc. | 11,174 | $1.56M | $1.58M | - | $19,889.28 | 1.27% | +0.014% |
| AFL Aflac Inc. | 9,969 | $886,435.12 | $1.27M | - | $384,413 | 43.37% | +0.094% |
| AIR AAR Corp. | 3,582 | $400,071.58 | $501,623.25 | - | $101,551.67 | 25.38% | +0.401% |
| ALL Allstate Corporation | 14,347 | $2.88M | $3.79M | - | $913,411.79 | 31.77% | -0.49% |
| ALLE Allegion plc | 4,537 | $486,873.27 | $714,123.75 | - | $227,250.48 | 46.68% | +0.216% |
| AMAT Applied Materials, Inc. | 11,751 | $2.09M | $5.97M | - | $3.88M | 185.58% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 9,104 | $1.31M | $4.33M | - | $3.02M | 230.13% | -1.904% |
| AMGN Amgen Inc. | 9,193 | $3.33M | $3.54M | - | $211,806.88 | 6.36% | -0.64% |
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FAQ
Which stocks have generated the highest profits for Missy Straw?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $11.68M, Lam Research Corporation - $7.49M, First Trust Dow Jones Internet Index Fund - $4.76M, Exxon Mobil Corporation - $4.46M, and First Trust Industrials/Producer Durables AlphaDEX Fund - $4.46M. 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: Thermo Fisher Scientific Inc - $1.56M, Zoetis Inc - $1.17M, First Trust Energy AlphaDEX Fund - $1.13M, Hologic Inc - $980,344.51, and Invesco DB Base Metals Fund - $921,957.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Missy Straw's portfolio generate?
The portfolio generates substantial dividend income, with a total of $49.96M earned over time. The largest contributors to dividend income include Atmos Energy Corporation - $3.92M, First Trust Senior Loan ETF - $1.78M, First Trust Enhanced Short Maturity Fund - $1.09M, Kroger Co - $1M, and Invesco Variable Rate Preferred ETF - $869,289.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Missy Straw's monthly returns?
Missy Straw's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Missy Straw's strategy be considered aggressive or moderate?
Missy Straw's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Missy Straw's strategy?
Missy Straw'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.
