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:
63.02%
Gain -0.19%
Monthly
1.44%
Yearly
18.78%
Drawdown
18.29%
$1.34B
Equity
Holdings
$1.34B
Investment
$953.82M
$471.74M
Profit -$2.8M
Realized
$83.72M
Unrealized
$388.02M
Dividends
$47.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$2.8M
Win %
75%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$6.36M
Win %
75%
This Month
Compared to last month
Gain
-1.81%
Profit
-$24.79M
Win %
75%
This Year
Compared to last year
Gain
12.42%
Profit
$148.29M
Win %
74%
DLR Digital Realty Trust, Inc.
+11.01%
+$44,237.34 
ACN Accenture plc Class A
+5.95%
+$54,837.75 
VZ Verizon Communications Inc.
+5.84%
+$11,036.16 
WDAY Workday Inc.
+5.84%
+$13,333.95 
TMUS T-Mobile US, Inc.
+5.67%
+$32,017.36 
T AT&T Inc.
+5.1%
+$150,873.84 
EQIX Equinix, Inc.
+4.9%
+$15,004.22 
RELX Relx PLC Sponsored ADR
+4.72%
+$9,527.85 
ZM Zoom Video Communications, Inc.
+4.61%
+$19,085.72 
BX Blackstone Inc.
+4.42%
+$11,748 
CRM Salesforce Inc
+4.29%
+$77,704.7 
FDS FactSet Research Systems Inc.
+4.26%
+$10,649.59 
SGI Somnigroup International Inc.
+3.94%
+$489,352.83 
AVY Avery Dennison Corporation
+3.67%
+$9,188.38 
IBM International Business Machines Corporation
+3.65%
+$69,790.33 
RCL Royal Caribbean Group
+3.57%
+$12,014.19 
AAPL Apple Inc.
+3.53%
+$2.48M 
PHM PulteGroup Inc.
+3.27%
+$7,421.52 
ENSG The Ensign Group, Inc.
+3.27%
+$6,607.77 
PGR Progressive Corporation
+3.27%
+$35,537.28 
GEN Gen Digital Inc.
+3.07%
+$32,052.02 
APO Apollo Global Management, Inc.
+3.03%
+$7,624.32 
DE Deere & Company
+2.97%
+$39,545.09 
ADP Automatic Data Processing Inc.
+2.97%
+$41,205.13 
TRV The Travelers Companies, Inc.
+2.89%
+$100,198.98 
LOW Lowe's Companies Inc.
+2.83%
+$114,668.84 
WRB W.R. Berkley Corporation
+2.77%
+$6,918.24 
MAR Marriott International Inc. - Class A
+2.73%
+$35,318.12 
STLD Steel Dynamics Inc.
+2.72%
+$5,931.77 
BKNG Booking Holdings Inc.
+2.68%
+$194,113.17 
VTR Ventas Inc.
+2.67%
+$7,289.73 
NUE Nucor Corporation
+2.66%
+$9,050.93 
MSI Motorola Solutions, Inc.
+2.66%
+$17,987.84 
JXN Jackson Financial Inc.
+2.58%
+$20,298 
SEIC SEI Investments Company
+2.57%
+$16,805.01 
HD The Home Depot, Inc.
+2.55%
+$30,202.11 
SAN Banco Santander S.A. Sponsored ADR
+2.5%
+$7,390.35 
TPR Tapestry Inc.
+2.49%
+$12,894.56 
MET MetLife Inc.
+2.48%
+$15,439.18 
LMT Lockheed Martin Corporation
+2.46%
+$47,395.66 
MRSH Marsh & McLennan Companies, Inc.
+2.46%
+$22,867.57 
GM General Motors Company
+2.44%
+$97,952.34 
MTG MGIC Investment Corporation
+2.38%
+$77,696.76 
PSA Public Storage Common Stock
+2.37%
+$8,792.19 
ABT Abbott Laboratories
+2.29%
+$15,858.14 
TOL Toll Brothers Inc
+2.27%
+$8,207.04 
OMC Omnicom Group Inc.
+2.26%
+$13,090.88 
SHW The Sherwin-Williams Company
+2.24%
+$6,370.58 
DOV Dover Corporation
+2.22%
+$8,426 
ITW Illinois Tool Works Inc.
+2.21%
+$15,213.87 
ADSK Autodesk, Inc.
+2.19%
+$20,847.12 
DIS The Walt Disney Company
+2.18%
+$72,754.34 
ALL Allstate Corporation
+2.14%
+$77,417.25 
FISV Fiserv, Inc.
+2.1%
+$7,511.7 
EMR Emerson Electric Co.
+2.1%
+$4,553.93 
SPG Simon Property Group, Inc.
+2.03%
+$13,423.98 
WELL Welltower Inc.
+2.03%
+$90,902.23 
KR Kroger Co.
+1.99%
+$272,937.9 
MCK McKesson Corporation
+1.99%
+$77,865.59 
PFG Principal Financial Group, Inc.
+1.94%
+$4,721.6 
COWZ Pacer US Cash Cows 100 ETF
+1.92%
+$19,133.26 
RJF Raymond James Financial Inc.
+1.9%
+$43,529 
JLL Jones Lang LaSalle Inc.
+1.9%
+$3,824.11 
FAST Fastenal Co.
+1.89%
+$4,416.12 
NDAQ Nasdaq, Inc.
+1.85%
+$16,674.91 
CB Chubb Limited
+1.84%
+$10,289.5 
AER AerCap Holdings N.V.
+1.84%
+$5,178.79 
BLK BlackRock, Inc.
+1.78%
+$56,177.88 
MA Mastercard Incorporated
+1.77%
+$16,322.52 
HLI Houlihan Lokey Inc.
+1.76%
+$3,705.02 
NFLX Netflix, Inc.
+1.74%
+$130,391.57 
RTX RTX Corporation
+1.74%
+$58,885.7 
VMC Vulcan Materials Company
+1.74%
+$3,396.25 
NKE Nike, Inc. - Class B
+1.73%
+$11,058.96 
PLD Prologis Inc.
+1.73%
+$21,081.49 
CMCSA Comcast Corp
+1.71%
+$20,070.75 
SYY Sysco Corporation
+1.69%
+$8,073 
AON Aon plc
+1.66%
+$5,144.49 
USFD US Foods Holding Corp
+1.66%
+$24,088.5 
ISRG Intuitive Surgical, Inc.
+1.65%
+$33,280.11 
HAS Hasbro Inc.
+1.65%
+$44,606.88 
EHC Encompass Health Corporation
+1.65%
+$60,093.61 
NOC Northrop Grumman Corporation
+1.64%
+$36,432.88 
HSBC HSBC Holdings plc Sponsored ADR
+1.62%
+$7,025.7 
JNJ Johnson & Johnson
+1.59%
+$97,748.84 
COR Cencora, Inc.
+1.58%
+$79,197.71 
SYF Synchrony Financial
+1.57%
+$36,223.28 
SHOP Shopify Inc.
+1.56%
+$29,708 
VICI Vici Properties Inc.
+1.56%
+$4,726.48 
SPGI S&P Global Inc.
+1.52%
+$5,145.59 
HLT Hilton Worldwide Holdings Inc.
+1.5%
+$8,325.04 
SCHD Schwab U.S. Dividend Equity ETF
+1.49%
+$3,305.05 
OHI Omega Healthcare Investors Inc.
+1.47%
+$40,561.5 
COF Capital One Financial Corporation
+1.44%
+$25,542.63 
REZI Resideo Technologies Inc.
+1.44%
+$12,051.57 
DRH DiamondRock Hospitality Company
+1.42%
+$14,662.26 
KIM Kimco Realty Corporation
+1.4%
+$62,821.8 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.36%
+$3,284.33 
O Realty Income Corporation
+1.36%
+$3,424.08 
GE General Electric Company
+1.35%
+$11,952.74 
TROW T. Rowe Price Group, Inc.
+1.35%
+$6,131.8 
KO The Coca-Cola Company
+1.33%
+$67,212.72 
DVY iShares Select Dividend ETF
+1.31%
+$9,049.83 
GD General Dynamics Corporation
+1.3%
+$17,250.85 
GPI Group 1 Automotive Inc.
+1.28%
+$3,184.41 
WTV WisdomTree U.S. Value Fund
+1.27%
+$58,010.04 
MO Altria Group, Inc.
+1.26%
+$4,542.71 
BAC Bank of America Corporation
+1.26%
+$29,049.75 
PEP PepsiCo, Inc.
+1.25%
+$25,415.91 
CSCO Cisco Systems, Inc.
+1.25%
+$82,320.03 
FVD First Trust Value Line Dividend Index Fund
+1.24%
+$3,190.91 
MLI Mueller Industries Inc.
+1.24%
+$42,215.16 
AMT American Tower Corporation
+1.23%
+$3,454.22 
NVO Novo Nordisk A/S Sponsored ADR
+1.23%
+$41,500.01 
GRMN Garmin Ltd.
+1.22%
+$27,330.94 
UL Unilever PLC Sponsored American Depositary Receipt
+1.21%
+$2,717.79 
ING ING Groep N.V. Sponsored ADR
+1.2%
+$4,047.42 
LIN Linde plc
+1.18%
+$9,714.83 
V Visa Inc. Class A
+1.18%
+$139,244.09 
SDY SPDR S&P Dividend ETF
+1.18%
+$2,481.51 
VGZ Vista Gold Corp.
+1.17%
+$49,140.16 
CI The Cigna Group
+1.15%
+$2,719.12 
XEL Xcel Energy Inc.
+1.11%
+$2,370.6 
SNOW Snowflake Inc.
+1.1%
+$11,485.59 
SPLV Invesco S&P 500 Low Volatility ETF
+1.09%
+$97,976.52 
EAT Brinker International Inc.
+1.07%
+$37,374.48 
YUM Yum! Brands, Inc.
+1.05%
+$15,343.45 
SLF Sun Life Financial Inc.
+1.03%
+$2,992.92 
UGI UGI Corporation
+1.03%
+$9,520.52 
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF
+1.02%
+$14,423.94 
AFL Aflac Inc.
+1.01%
+$12,080.88 
DDOG Datadog, Inc. Class A Common Stock
+1.01%
+$6,140.42 
USB U.S. Bancorp
+1.01%
+$4,494.72 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.99%
+$4,161.5 
WMT Walmart Inc.
+0.99%
+$57,182.94 
PM Philip Morris International Inc.
+0.98%
+$5,557.28 
UNP Union Pacific Corporation
+0.98%
+$17,333.15 
DUK Duke Energy Corporation
+0.97%
+$9,795.32 
COST Costco Wholesale Corporation
+0.97%
+$147,386.58 
PSTL Postal Realty Trust, Inc.
+0.97%
+$9,729.46 
FNB F.N.B. Corporation
+0.95%
+$2,153.87 
ABBV AbbVie Inc.
+0.95%
+$23,379.89 
JPM JPMorgan Chase & Co.
+0.95%
+$128,858.3 
BMY Bristol-Myers Squibb Company
+0.94%
+$2,483.56 
FTXR First Trust Nasdaq Transportation ETF
+0.94%
+$190,411.62 
NBIX Neurocrine Biosciences Inc.
+0.93%
+$15,657.4 
PXJ Invesco Oil & Gas Services ETF
+0.92%
+$14,117.61 
WEC WEC Energy Group Inc.
+0.92%
+$3,818.85 
CAH Cardinal Health Inc.
+0.91%
+$2,306.25 
BCS Barclays PLC Sponsored ADR
+0.9%
+$9,319 
EXPE Expedia Group, Inc.
+0.9%
+$15,527.19 
VRTX Vertex Pharmaceuticals Incorporated
+0.9%
+$15,269.5 
LLY Eli Lilly and Company
+0.86%
+$112,522.32 
PAG Penske Automotive Group Inc.
+0.84%
+$49,770.12 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$89,882.4 
DKS Dick's Sporting Goods, Inc.
+0.82%
+$14,295.06 
CSX CSX Corporation
+0.8%
+$19,548.48 
CVS CVS Health Corporation
+0.8%
+$3,322.65 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.78%
+$3,288.48 
KGC Kinross Gold Corporation
+0.76%
+$2,889.18 
HWM Howmet Aerospace Inc.
+0.76%
+$4,656.85 
MCD McDonald's Corporation
+0.75%
+$38,143.95 
CL Colgate-Palmolive Company
+0.74%
+$6,202.17 
EWI iShares MSCI Italy ETF
+0.7%
+$74,020.38 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$5,174.49 
JEPI JPMorgan Equity Premium Income Fund
+0.67%
+$1,470.6 
SO The Southern Company
+0.67%
+$4,226.95 
ATO Atmos Energy Corporation
+0.66%
+$579,774.02 
VGK Vanguard FTSE Europe ETF
+0.66%
+$1,349.08 
BMO Bank of Montreal
+0.65%
+$2,488.62 
GOOGL Alphabet Inc
+0.65%
+$57,541.17 
TDY Teledyne Technologies Incorporated
+0.63%
+$1,437.24 
REGN Regeneron Pharmaceuticals, Inc.
+0.63%
+$6,031.16 
WM Waste Management, Inc.
+0.62%
+$3,550.52 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$17,330.4 
NSC Norfolk Southern Corporation
+0.6%
+$16,896.96 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.59%
+$7,668.25 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$8,693.94 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$10,533.6 
AZN AstraZeneca PLC American Depositary Shares
+0.59%
+$2,557.14 
FTXO First Trust Nasdaq Bank ETF
+0.58%
+$11,373.66 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.57%
+$9,906 
BATRK Atlanta Braves Holdings, Inc.
+0.56%
+$1,400 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
+0.55%
+$5,176.45 
EXC Exelon Corporation
+0.53%
+$8,574.5 
OCSL Oaktree Specialty Lending Corporation
+0.52%
+$987.3 
DVA DaVita Inc.
+0.5%
+$2,073.24 
SHEL Shell plc
+0.49%
+$2,087.65 
TJX The TJX Companies, Inc.
+0.48%
+$4,331.96 
FDN First Trust Dow Jones Internet Index Fund
+0.47%
+$2,231.22 
IWR iShares Russell Mid-Cap ETF
+0.47%
+$2,570.4 
AEP American Electric Power Company, Inc.
+0.46%
+$2,523.98 
FITB Fifth Third Bancorp
+0.46%
+$1,407.64 
MRK Merck & Co., Inc.
+0.45%
+$15,622.21 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$18,134.08 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.41%
+$858.6 
XLI Industrial Select Sector SPDR Fund
+0.4%
+$13,348.08 
CME CME Group Inc.
+0.39%
+$1,068.2 
FTXH First Trust NASDAQ Pharmaceuticals ETF
+0.37%
+$3,932.4 
UBS UBS Group AG
+0.37%
+$2,195.07 
SCHW Charles Schwab Corporation
+0.35%
+$3,274.56 
TM Toyota Motor Corporation
+0.35%
+$1,802.34 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+0.32%
+$554.07 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
+0.32%
+$4,775.93 
PG Procter & Gamble Co
+0.3%
+$7,864.12 
EWBC East West Bancorp Inc.
+0.28%
+$7,253.48 
MUB iShares National Muni Bond ETF
+0.28%
+$1,984.18 
KMI Kinder Morgan, Inc.
+0.28%
+$1,467.99 
PYPL PayPal Holdings Inc
+0.27%
+$1,060.35 
TT Trane Technologies plc
+0.27%
+$8,064 
FXU First Trust Utilities AlphaDEX Fund
+0.24%
+$3,492.96 
GOOG Alphabet Inc
+0.24%
+$20,246.89 
C Citigroup Inc.
+0.23%
+$2,146.75 
EIS iShares MSCI Israel ETF
+0.23%
+$21,901.32 
FXN First Trust Energy AlphaDEX Fund
+0.23%
+$46,995.74 
DD DuPont de Nemours, Inc.
+0.22%
+$548.27 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$600.2 
PH Parker-Hannifin Corporation
+0.21%
+$10,304.12 
XTN SPDR S&P Transportation ETF
+0.21%
+$2,076.22 
FSMB First Trust Short Duration Managed Municipal ETF
+0.2%
+$11,281.96 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$713.2 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.2%
+$11,425.83 
FXZ First Trust Materials AlphaDEX Fund
+0.19%
+$2,184.9 
VB Vanguard Small-Cap ETF
+0.19%
+$1,720.29 
CVX Chevron Corporation
+0.19%
+$7,188.54 
ZION Zions Bancorporation, National Association
+0.19%
+$581.88 
LHX L3Harris Technologies, Inc.
+0.18%
+$367.19 
FTSL First Trust Senior Loan ETF
+0.18%
+$16,521.92 
URI United Rentals, Inc.
+0.17%
+$14,308.76 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.15%
+$5,111.91 
BA Boeing Company
+0.14%
+$7,358.46 
WFC Wells Fargo & Company
+0.14%
+$1,323.36 
EIX Edison International
+0.14%
+$456.72 
ETR Entergy Corporation
+0.13%
+$277.5 
QSR Restaurant Brands International Inc.
+0.12%
+$1,858.86 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.12%
+$9,963.53 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.12%
+$1,629.32 
MISL First Trust Indxx Aerospace & Defense ETF
+0.12%
+$19,920.4 
CFG Citizens Financial Group, Inc.
+0.11%
+$2,432.56 
IAU iShares Gold Trust
+0.1%
+$717.84 
GLD SPDR Gold Shares
+0.1%
+$1,640.46 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$22,528.5 
IVV iShares Core S&P 500 ETF
+0.1%
+$9,529.59 
SRLN SPDR Blackstone Senior Loan ETF
+0.1%
+$3,458.48 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$900.71 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.09%
+$240.52 
FMB First Trust Managed Municipal Fund
+0.08%
+$397.96 
VOO Vanguard S&P 500 ETF
+0.08%
+$3,310.5 
EHAB Enhabit Inc.
+0.07%
+$1,614.09 
EBAY eBay Inc.
+0.06%
+$175 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$3,558.06 
JCI Johnson Controls International plc
+0.06%
+$174.18 
COP ConocoPhillips
+0.05%
+$281.1 
JBBB Janus Henderson B-BBB CLO ETF
+0.04%
+$2,919.64 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$4,855.38 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$1,461.72 
FHN First Horizon Corporation
+0.04%
+$110.3 
SBUX Starbucks Corporation
+0.04%
+$397.52 
VDE Vanguard Energy ETF
+0.04%
+$187.62 
XOM Exxon Mobil Corporation
+0.03%
+$3,408.3 
MSFT Microsoft Corp.
+0.03%
+$5,067 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$814.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$347.9 
PKB Invesco Building & Construction ETF
+0.03%
+$410.73 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$1,442.71 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$560.71 
PAAA PGIM AAA CLO ETF
+0.02%
+$2,758.73 
DGXX
0%
$0 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
KEEL Keel Infrastructure Corp.
-11.44%
-$10,573.75 
SNDK SanDisk Corporation
-10.79%
-$38,055.61 
COHR Coherent Corp.
-9.84%
-$315,082.5 
TTMI TTM Technologies, Inc.
-9.28%
-$62,778.29 
CHRW C.H. Robinson Worldwide, Inc.
-9.25%
-$256,719.4 
CLS Celestica Inc.
-8.8%
-$153,067.18 
IREN IREN Limited
-8.65%
-$21,060 
INTC Intel Corporation
-7.89%
-$87,184.02 
FLEX Flex Ltd.
-7.37%
-$21,443.82 
MRVL Marvell Technology, Inc.
-7.21%
-$27,056.39 
MU Micron Technology, Inc.
-6.99%
-$2.04M 
WDC Western Digital Corporation
-6.9%
-$23,061.5 
CELC Celcuity Inc.
-6.47%
-$11,331.32 
EWY iShares MSCI South Korea ETF
-6.27%
-$695,135.96 
GLW Corning Incorporated
-6.03%
-$254,446.62 
MTSI MACOM Technology Solutions Holdings, Inc.
-5.6%
-$77,867.87 
PSI Invesco Semiconductors ETF
-5.48%
-$146,386.97 
AMAT Applied Materials, Inc.
-4.72%
-$302,616.79 
LRCX Lam Research Corporation
-4.56%
-$1.45M 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-4.54%
-$49,776.48 
MPWR Monolithic Power Systems, Inc.
-4.53%
-$11,211.17 
VRT Vertiv Holdings Co
-4.5%
-$310,851.07 
FTXL First Trust Nasdaq Semiconductor ETF
-4.47%
-$1.21M 
NVT nVent Electric plc
-4.4%
-$29,959.18 
UBER Uber Technologies, Inc.
-4.31%
-$98,823.78 
AXP American Express Company
-4.3%
-$44,875.5 
PWR Quanta Services Inc.
-4.28%
-$17,530.89 
ORCL Oracle Corporation
-4.21%
-$110,069.82 
CIEN Ciena Corporation
-4.07%
-$116,901.42 
KLAC KLA Corporation
-3.75%
-$549,495.3 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
-3.69%
-$4,939 
ON ON Semiconductor Corporation
-3.68%
-$119,506.72 
AMD Advanced Micro Devices, Inc.
-3.29%
-$158,843.87 
APH Amphenol Corporation
-3.02%
-$65,645.02 
JBL Jabil Inc.
-2.93%
-$38,603.29 
NXPI NXP Semiconductors N.V.
-2.9%
-$52,904.73 
AVGO Broadcom Inc.
-2.69%
-$709,444.63 
ETN Eaton Corporation plc
-2.66%
-$51,495.33 
Q Qnity Electronics Inc.
-2.6%
-$5,648.4 
ASML ASML Holding N.V. New York Registry Shares
-2.55%
-$18,409.92 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.43%
-$22,878.78 
QCOM QUALCOMM Incorporated
-2.42%
-$40,385.7 
MTUM iShares MSCI USA Momentum Factor ETF
-2.42%
-$21,760.53 
FCNCA First Citizens BancShares, Inc.
-2.35%
-$6,098.05 
ADI Analog Devices, Inc.
-2.19%
-$21,258.71 
TSLA Tesla, Inc.
-2.08%
-$99,194.05 
SNX TD Synnex Corporation
-2.03%
-$6,970.33 
PBD Invesco Global Clean Energy ETF
-2%
-$32,198.85 
KEYS Keysight Technologies, Inc.
-1.99%
-$6,343.71 
TXN Texas Instruments Inc
-1.9%
-$20,325.37 
PFE Pfizer Inc.
-1.88%
-$5,683.71 
META Meta Platforms Inc Class A
-1.8%
-$217,293.99 
IEMG iShares Core MSCI Emerging Markets ETF
-1.78%
-$50,012.09 
COIN Coinbase Global, Inc.
-1.78%
-$19,694.01 
KNCT Invesco Next Gen Connectivity ETF
-1.7%
-$33,565.16 
BABA Alibaba Group Holding Limited SP ADR
-1.68%
-$18,289.9 
WMB The Williams Companies, Inc.
-1.66%
-$24,918.75 
CCJ Cameco Corporation
-1.65%
-$8,039.43 
CWB SPDR Bloomberg Convertible Securities ETF
-1.64%
-$63,919.18 
NEM Newmont Corporation
-1.61%
-$6,306.66 
ABCB Ameris Bancorp
-1.6%
-$95,980.17 
GEV GE Vernova Inc.
-1.59%
-$15,091.86 
CASY Casey's General Stores Inc.
-1.56%
-$73,697.82 
ANET Arista Networks, Inc.
-1.48%
-$13,765.43 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$7,196 
FXL First Trust Technology AlphaDEX Fund
-1.43%
-$4,386.17 
EW Edwards Lifesciences Corporation
-1.42%
-$9,243.92 
FCX Freeport-McMoRan Inc.
-1.42%
-$8,257.5 
MATX Matson Inc.
-1.41%
-$3,436.75 
ILMN Illumina, Inc.
-1.41%
-$5,744.99 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.33%
-$7,130.43 
ARW Arrow Electronics Inc.
-1.32%
-$6,889.84 
HON Honeywell International Inc.
-1.27%
-$9,636.15 
GS The Goldman Sachs Group, Inc.
-1.25%
-$112,884.24 
SQ Block, Inc.
-1.24%
-$6,312.96 
EWZ iShares MSCI Brazil ETF
-1.22%
-$91,986.4 
CNQ Canadian Natural Resources Limited
-1.21%
-$3,797.33 
GILD Gilead Sciences Inc.
-1.18%
-$25,805.95 
ATEN A10 Networks, Inc.
-1.12%
-$21,786.96 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$22,879.59 
IYW iShares U.S. Technology ETF
-1.03%
-$4,661.68 
CPAI Counterpoint Quantitative Equity ETF
-1.03%
-$115,243.44 
ATI ATI Inc.
-1.02%
-$51,051 
MPC Marathon Petroleum Corporation
-0.97%
-$104,950.11 
VGT Vanguard Information Technology ETF
-0.95%
-$84,409.6 
NVDA NVIDIA Corporation
-0.92%
-$344,983.8 
VLO Valero Energy Corporation
-0.9%
-$68,958.85 
A Agilent Technologies Inc.
-0.84%
-$11,206.26 
LNG Cheniere Energy Inc.
-0.83%
-$2,801.17 
VBK Vanguard Small-Cap Growth ETF
-0.82%
-$1,720.19 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.81%
-$3,057.25 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$1,902.56 
ALLE Allegion plc
-0.78%
-$5,435.36 
BNY BlackRock New York Municipal Income Trust
-0.75%
-$32,146.8 
ILCG iShares Morningstar Growth ETF
-0.75%
-$2,016 
NVS Novartis AG Sponsored ADR
-0.72%
-$5,381.09 
TMO Thermo Fisher Scientific Inc.
-0.71%
-$8,180.9 
ARGX argenx SE American Depositary Receipt
-0.69%
-$26,323.92 
UNH UnitedHealth Group Incorporated
-0.67%
-$9,805.17 
AMZN Amazon.com Inc
-0.66%
-$161,065.15 
CAT Caterpillar Inc.
-0.65%
-$56,200.13 
FAN First Trust Global Wind Energy ETF
-0.64%
-$7,814.97 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.63%
-$1,408.5 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.57%
-$135,969.64 
XAR SPDR S&P Aerospace & Defense ETF
-0.57%
-$1,406.07 
PANW Palo Alto Networks, Inc.
-0.56%
-$23,123.15 
DVN Devon Energy Corporation
-0.55%
-$5,238.48 
PXE Invesco Energy Exploration & Production ETF
-0.55%
-$8,504.58 
FCG First Trust Natural Gas ETF
-0.55%
-$6,398.08 
DHR Danaher Corporation
-0.52%
-$3,299 
CNC Centene Corporation
-0.52%
-$5,535.42 
VSNT Versant Media Group, Inc.
-0.51%
-$1,067.58 
D Dominion Energy, Inc.
-0.5%
-$2,076.49 
EXPD Expeditors International of Washington, Inc.
-0.5%
-$3,483.88 
ADM Archer-Daniels-Midland Co
-0.5%
-$1,539.4 
ELV Elevance Health, Inc.
-0.43%
-$1,861.47 
PLTR Palantir Technologies Inc.
-0.36%
-$2,196.45 
VUG Vanguard Growth ETF
-0.36%
-$7,693.2 
MS Morgan Stanley
-0.33%
-$9,355.37 
AIR AAR Corp.
-0.32%
-$1,435.97 
IWM iShares Russell 2000 ETF
-0.32%
-$33,458.05 
ET Energy Transfer L.P.
-0.29%
-$3,610.26 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.29%
-$5,444.64 
UNM Unum Group
-0.27%
-$5,013.54 
BP BP p.l.c. Sponsored ADR
-0.25%
-$2,089.67 
EPU iShares MSCI Peru and Global Exposure ETF
-0.21%
-$20,465.46 
FDX FedEx Corporation
-0.21%
-$495.01 
CELH Celsius Holdings Inc.
-0.18%
-$744 
B BARRICK MINING CORP Common Stock (ABR0)
-0.14%
-$1,843.25 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.11%
-$1,516.69 
GHYG iShares US & Intl High Yield Corp Bond ETF
-0.11%
-$1,591.85 
PSX Phillips 66
-0.1%
-$841.89 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$214.83 
FTXN First Trust Nasdaq Oil & Gas ETF
-0.09%
-$1,112.52 
R Ryder System Inc.
-0.09%
-$696.01 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.08%
-$189.18 
CRWD CrowdStrike Holdings, Inc.
-0.08%
-$3,964.8 
MNST Monster Beverage Corporation
-0.07%
-$1,950.13 
NET Cloudflare Inc.
-0.07%
-$183.62 
CMI Cummins Inc.
-0.06%
-$1,077.33 
STRT Strattec Security Corporation
-0.05%
-$817.08 
VRP Invesco Variable Rate Preferred ETF
-0.04%
-$3,007.67 
VTHR Vanguard Russell 3000 ETF
-0.02%
-$153.35 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$79.74 
NEE NextEra Energy, Inc.
-0.01%
-$230.38 
JNK SPDR Bloomberg High Yield Bond ETF
-0.01%
-$350.02 Events
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Dividends
Dividend Analysis
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| Trades 4398 | Longs Won 3009/4398 68% | Profit Factor 10.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $866,653.11 |
| Average Win $172,874.13 | Best Trade (Jul 27) $23.28M | Sharpe Ratio -8.59 |
| Average Loss -$34,902.89 | Worst Trade (Jul 25) -$1.91M | Z-Score 9.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1d | Expectancy $107,263.46 |
| 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
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Missy Straw?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $11.68M, Lam Research Corporation - $7.51M, First Trust Dow Jones Internet Index Fund - $4.76M, First Trust Industrials/Producer Durables AlphaDEX Fund - $4.46M, and First Trust Utilities AlphaDEX Fund - $3.83M. 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 - $1.55M, Zoetis Inc - $1.17M, Hologic Inc - $980,344.51, Acm Research Inc - $808,549, and Chipotle Mexican Grill, Inc - $750,348.05. 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 $47.09M earned over time. The largest contributors to dividend income include Atmos Energy Corporation - $3.43M, First Trust Senior Loan ETF - $1.68M, First Trust Enhanced Short Maturity Fund - $1.06M, Kroger Co - $908,013.72, and Invesco Variable Rate Preferred ETF - $841,179.78. 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.
