RAL
Ransom Advisory Ltd. Portfolio
Invests via Ransom Advisory Ltd. | Managed by Julia C. Ransom, Charles Winship Ransom
Invests via Ransom Advisory Ltd.
Managed by Julia C. Ransom, Charles Winship Ransom
Automatically Tracked
Company Profile
Specialist cyber-crisis advisory focused on ransomware incidents, Ransom Advisory Ltd. provides negotiation, incident coordination and payment facilitation for corporates, insurers and legal advisers. The firm operates in the cybersecurity services sector, partnering with incident response, forensics and legal teams to deliver fee-for-service retainers and transactional work. Positioned to benefit from rising ransomware frequency and growing cyber-insurance spend, it targets mid-market and enterprise clients seeking operational and regulatory alignment during breaches.
Specialist cyber-crisis advisory focused on ransomware incidents, Ransom Advisory Ltd. provides negotiation, incident coordination and payment facilitation for corporates, insurers and legal advisers. The firm operates in the cybersecurity services sector, partnering with incident response, forensics and legal teams to deliver fee-for-service retainers and transactional work. Positioned to benefit from rising ransomware frequency and growing cyber-insurance spend, it targets mid-market and enterprise clients seeking operational and regulatory alignment during breaches.
Investment Philosophy & Strategy
As a specialist cyber-crisis advisory, focuses capital and resources on high-margin, fee-for-service engagements tied to ransomware incident response and negotiation. Strategy emphasizes recurring retainer relationships with mid-market and enterprise corporates and partnerships with insurers, legal and forensics firms to create integrated service suites and predictable revenue. Investment approach favors targeted operational build-out—client acquisition, experienced negotiators, compliance capabilities—over broad diversification. Risk management prioritizes legal/regulatory alignment, reputational controls, and scalable tokenized payment and escrow infrastructure; growth orientation balances steady retainer income with transactional upside during incident peaks.
As a specialist cyber-crisis advisory, focuses capital and resources on high-margin, fee-for-service engagements tied to ransomware incident response and negotiation. Strategy emphasizes recurring retainer relationships with mid-market and enterprise corporates and partnerships with insurers, legal and forensics firms to create integrated service suites and predictable revenue. Investment approach favors targeted operational build-out—client acquisition, experienced negotiators, compliance capabilities—over broad diversification. Risk management prioritizes legal/regulatory alignment, reputational controls, and scalable tokenized payment and escrow infrastructure; growth orientation balances steady retainer income with transactional upside during incident peaks.
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:
12.1%
Gain -0.38%
Monthly
0.37%
Yearly
4.59%
Drawdown
25.29%
$281.48M
Equity
Holdings
$281.48M
Investment
$253.56M
$29.78M
Profit -$1.06M
Realized
$1.86M
Unrealized
$27.92M
Dividends
$7.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$1.06M
Win %
65%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$381,049.91
Win %
65%
This Month
Compared to last month
Gain
1.8%
Profit
$4.98M
Win %
65%
This Year
Compared to last year
Gain
11.01%
Profit
$27.92M
Win %
65%
FMC FMC Corporation
+4.63%
+$19.5 
OXY-WT Occidental Petroleum Corporation
+4.16%
+$64.4 
CHRD Chord Energy Corp
+3.76%
+$50.22 
FANG Diamondback Energy Inc
+3.33%
+$97.65 
BP BP p.l.c. Sponsored ADR
+3.14%
+$5,885.44 
COP ConocoPhillips
+2.88%
+$33,717.12 
EOG EOG Resources, Inc.
+2.81%
+$433.8 
TTE TotalEnergies SE
+2.79%
+$1,848.75 
OXY Occidental Petroleum Corporation
+2.69%
+$163.5 
DVN Devon Energy Corporation
+2.65%
+$1,044 
NOC Northrop Grumman Corporation
+2.59%
+$2,273.92 
RTX RTX Corporation
+2.57%
+$74,704.11 
CMS CMS Energy Corporation
+2.53%
+$605.12 
LMT Lockheed Martin Corporation
+2.44%
+$42,926.91 
SHEL Shell plc
+2.37%
+$11,909.2 
PM Philip Morris International Inc.
+2.23%
+$334.5 
CCI Crown Castle Inc.
+2.16%
+$581.28 
PEP PepsiCo, Inc.
+2.06%
+$53,156.35 
HAL Halliburton Company
+2.04%
+$22.11 
WING Wingstop Inc.
+2.01%
+$105.2 
CVX Chevron Corporation
+1.96%
+$45,739.1 
CASY Casey's General Stores Inc.
+1.96%
+$118.71 
XLE Energy Select Sector SPDR Fund
+1.95%
+$15,548 
MRMD MariMed Inc.
+1.94%
+$353.86 
WEC WEC Energy Group Inc.
+1.92%
+$10,414.19 
UL Unilever PLC Sponsored American Depositary Receipt
+1.9%
+$6,942.12 
AEP American Electric Power Company, Inc.
+1.88%
+$4,382.8 
AEE Ameren Corporation
+1.82%
+$153.09 
FAF First American Financial Corporation
+1.82%
+$1,160.78 
TJX The TJX Companies, Inc.
+1.8%
+$976.14 
PEG Public Service Enterprise Group Incorporated
+1.79%
+$5,796 
SO The Southern Company
+1.78%
+$2,957.61 
PPL PPL Corporation
+1.75%
+$1,512.5 
EPD Enterprise Products Partners L.P.
+1.74%
+$411.06 
DUK Duke Energy Corporation
+1.72%
+$19,512.6 
ED Consolidated Edison, Inc.
+1.67%
+$8,441 
ATO Atmos Energy Corporation
+1.67%
+$273.5 
MDLZ Mondelez International, Inc.
+1.62%
+$5,361.12 
PHG Koninklijke Philips N.V.
+1.59%
+$103.68 
BUD Anheuser-Busch InBev S.A. ADR
+1.59%
+$258 
XOM Exxon Mobil Corporation
+1.58%
+$44,331.12 
AMT American Tower Corporation
+1.57%
+$383.4 
MO Altria Group, Inc.
+1.48%
+$6.54 
WY Weyerhaeuser Company
+1.45%
+$210 
LNT Alliant Energy Corporation
+1.44%
+$1,158.85 
USB U.S. Bancorp
+1.41%
+$5,013.9 
KO The Coca-Cola Company
+1.4%
+$15,398.73 
GD General Dynamics Corporation
+1.39%
+$786.24 
COST Costco Wholesale Corporation
+1.36%
+$1,027.95 
CMCSA Comcast Corp
+1.35%
+$245.52 
OLN Olin Corporation
+1.32%
+$10.87 
PSX Phillips 66
+1.3%
+$14,591.21 
LHX L3Harris Technologies, Inc.
+1.29%
+$1,376.4 
CRH CRH plc
+1.28%
+$27.3 
D Dominion Energy, Inc.
+1.26%
+$1,590 
MRK Merck & Co., Inc.
+1.25%
+$26,275.76 
STZ Constellation Brands, Inc.
+1.24%
+$736 
ALL Allstate Corporation
+1.23%
+$1,267.69 
CBOE Cboe Global Markets Inc.
+1.23%
+$1,629.7 
TFC Truist Financial Corporation
+1.21%
+$6,657.4 
GSK GSK plc Sponsored ADR
+1.19%
+$2,617.87 
XLU Utilities Select Sector SPDR Fund
+1.16%
+$19,132.76 
LAMR Lamar Advertising Company
+1.14%
+$604.8 
ES Eversource Energy
+1.13%
+$933.49 
AIG American International Group Inc.
+1.11%
+$176 
HLN Haleon Plc - ADR
+1.11%
+$420.09 
GE General Electric Company
+1.11%
+$1,573.2 
AAP Advance Auto Parts Inc.
+1.09%
+$128.16 
NEE NextEra Energy, Inc.
+1.09%
+$24,579.66 
OGE Oge Energy Corp.
+1.08%
+$246.33 
SYK Stryker Corporation
+1.04%
+$304 
IDA Idacorp Inc.
+1.02%
+$245 
OTIS Otis Worldwide Corporation
+1.02%
+$240.24 
INGR Ingredion Inc.
+1%
+$291 
MET MetLife Inc.
+1%
+$23,246 
AWK American Water Works Company, Inc.
+0.99%
+$144.65 
KHC The Kraft Heinz Company
+0.99%
+$34.5 
DOV Dover Corporation
+0.98%
+$1,157.1 
IYK iShares U.S. Consumer Staples ETF
+0.96%
+$219 
XEL Xcel Energy Inc.
+0.96%
+$505.44 
MKC McCormick & Company, Incorporated
+0.95%
+$2,011.87 
CMI Cummins Inc.
+0.94%
+$4,442.72 
LIN Linde plc
+0.94%
+$124.47 
NWE NorthWestern Energy Group, Inc.
+0.93%
+$1,000.5 
PNC The PNC Financial Services Group, Inc.
+0.93%
+$23,746 
JPM JPMorgan Chase & Co.
+0.93%
+$97,361.66 
DOW Dow Inc.
+0.91%
+$87.75 
WHR Whirlpool Corporation
+0.91%
+$82.87 
VZ Verizon Communications Inc.
+0.9%
+$8,129.2 
XLP Consumer Staples Select Sector SPDR Fund
+0.89%
+$1,395 
PG Procter & Gamble Co
+0.87%
+$31,349.31 
SUI Sun Communities Inc.
+0.86%
+$39 
EIX Edison International
+0.84%
+$284.35 
HII Huntington Ingalls Industries Inc.
+0.84%
+$1,240.25 
WMT Walmart Inc.
+0.84%
+$8,062.48 
FTF Franklin Limited Duration Income Trust
+0.83%
+$67.5 
LLY Eli Lilly and Company
+0.83%
+$23,734.78 
FERG Ferguson Enterprises Inc
+0.82%
+$9.4 
HD The Home Depot, Inc.
+0.82%
+$26,145.02 
HIG The Hartford Insurance Group, Inc.
+0.79%
+$3,252.9 
ETR Entergy Corporation
+0.78%
+$388.8 
KMB Kimberly-Clark Corporation
+0.78%
+$1,675.08 
CELH Celsius Holdings Inc.
+0.77%
+$87.2 
TXN Texas Instruments Inc
+0.76%
+$1,863.75 
CI The Cigna Group
+0.75%
+$144 
MRSH Marsh & McLennan Companies, Inc.
+0.74%
+$52.44 
ZTS Zoetis Inc.
+0.73%
+$65.55 
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$10,003.28 
C Citigroup Inc.
+0.7%
+$12,998.04 
SJM The J.M. Smucker Company
+0.69%
+$262.5 
MKL Markel Group Inc.
+0.69%
+$404.8 
AFL Aflac Inc.
+0.69%
+$1,327.63 
LOW Lowe's Companies Inc.
+0.68%
+$14,611.83 
BLK BlackRock, Inc.
+0.67%
+$18,213.73 
SPLV Invesco S&P 500 Low Volatility ETF
+0.67%
+$51.45 
JNJ Johnson & Johnson
+0.66%
+$19,387.2 
TT Trane Technologies plc
+0.66%
+$10,356.57 
AAPL Apple Inc.
+0.65%
+$206,122.56 
CL Colgate-Palmolive Company
+0.65%
+$210 
PGR Progressive Corporation
+0.63%
+$168.75 
GEV GE Vernova Inc.
+0.63%
+$590.85 
WFC Wells Fargo & Company
+0.63%
+$10,028.72 
V Visa Inc. Class A
+0.62%
+$23,523.03 
KVUE Kenvue Inc.
+0.62%
+$157.78 
CME CME Group Inc.
+0.61%
+$203.55 
DVY iShares Select Dividend ETF
+0.61%
+$182.4 
ABBV AbbVie Inc.
+0.6%
+$22,091.63 
CB Chubb Limited
+0.59%
+$6,060.57 
POR Portland General Electric Company
+0.57%
+$293.5 
ZBH Zimmer Biomet Holdings, Inc.
+0.57%
+$107 
VLO Valero Energy Corporation
+0.56%
+$805 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$37,308.44 
CTVA Corteva Inc.
+0.54%
+$12.74 
NKE Nike, Inc. - Class B
+0.51%
+$4,682.93 
HON Honeywell International Inc.
+0.48%
+$7,678.02 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.47%
+$29.25 
ITW Illinois Tool Works Inc.
+0.47%
+$986.58 
SON Sonoco Products Co.
+0.46%
+$74.75 
PFE Pfizer Inc.
+0.42%
+$2,468.62 
WAL Western Alliance Bancorporation
+0.39%
+$87 
T AT&T Inc.
+0.38%
+$91.8 
SDY SPDR S&P Dividend ETF
+0.38%
+$2,963.03 
SPGI S&P Global Inc.
+0.37%
+$343.35 
CARR Carrier Global Corporation
+0.36%
+$1,025.8 
IEV iShares Europe ETF
+0.36%
+$91 
AVTR Avantor Inc.
+0.34%
+$11 
ADM Archer-Daniels-Midland Co
+0.33%
+$54 
ASML ASML Holding N.V. New York Registry Shares
+0.31%
+$466.38 
MPC Marathon Petroleum Corporation
+0.28%
+$723.59 
DGRO iShares Core Dividend Growth ETF
+0.25%
+$37.8 
MCK McKesson Corporation
+0.25%
+$266.06 
PPG PPG Industries Inc.
+0.22%
+$6.72 
BSX Boston Scientific Corporation
+0.21%
+$40.85 
APD Air Products and Chemicals, Inc.
+0.21%
+$78.75 
BNY BlackRock New York Municipal Income Trust
+0.21%
+$2,033.1 
WTS Watts Water Technologies Inc.
+0.2%
+$564 
EFV iShares MSCI EAFE Value ETF
+0.19%
+$84.15 
SNA Snap-on Inc.
+0.19%
+$68 
VTV Vanguard Value ETF
+0.18%
+$143.5 
ADP Automatic Data Processing Inc.
+0.18%
+$1,061.44 
VYM Vanguard High Dividend Yield ETF
+0.17%
+$129.53 
CLX The Clorox Company
+0.15%
+$18.2 
DIS The Walt Disney Company
+0.14%
+$1,676.63 
MAS Masco Corporation
+0.14%
+$97.4 
AMGN Amgen Inc.
+0.14%
+$1,138.7 
FIVA Fidelity International Value Factor ETF
+0.13%
+$0.3 
MCD McDonald's Corporation
+0.13%
+$3,341.49 
GPC Genuine Parts Company
+0.13%
+$126.49 
FTMA Franklin Massachusetts Municipal Income ETF
+0.12%
+$457.14 
OGN Organon & Co.
+0.11%
+$0.69 
XLF Financial Select Sector SPDR Fund
+0.11%
+$61.5 
ABT Abbott Laboratories
+0.1%
+$627.88 
ICE Intercontinental Exchange, Inc.
+0.1%
+$42.41 
CAT Caterpillar Inc.
+0.09%
+$700.84 
TIP iShares TIPS Bond ETF
+0.08%
+$47.17 
SNY Sanofi American Depositary Receipt
+0.06%
+$21.29 
AXP American Express Company
+0.06%
+$936.72 
IEFA iShares Core MSCI EAFE ETF
+0.05%
+$14.3 
WM Waste Management, Inc.
+0.04%
+$6.93 
IYF iShares U.S. Financials ETF
+0.04%
+$9 
GEHC GE HealthCare Technologies Inc.
+0.03%
+$2.04 
FENI Fidelity Enhanced International ETF
+0.03%
+$0.68 
IVE ISHARES S&P 500 VALUE ETF
+0.01%
+$4.32 
NTRS Northern Trust Corporation
+0.01%
+$10 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$11 
EXAS Exact Sciences Corp
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
IBUY Amplify Online Retail ETF
0%
$0 
SMOG VanEck Low Carbon Energy ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
GRAL Grail, Inc.
-9.81%
-$66.43 
PANW Palo Alto Networks, Inc.
-7.69%
-$136,703.95 
AZTA Azenta, Inc.
-7.61%
-$30.57 
ABTC Gryphon Digital Mining, Inc
-6.76%
-$3.69 
RKLB Rocket Lab Corporation
-6.5%
-$359 
AUR Aurora Innovation, Inc.
-5.83%
-$157.5 
HPE Hewlett Packard Enterprise Company
-5.76%
-$5,746 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.72%
-$1,956 
ARM Arm Holdings plc American Depositary Receipt
-4.51%
-$7,396.79 
AKAM Akamai Technologies Inc.
-4.46%
-$17,304 
AMD Advanced Micro Devices, Inc.
-3.85%
-$21,634.98 
MU Micron Technology, Inc.
-3.84%
-$114,367.97 
BAI iShares A.I. Innovation and Tech Active ETF
-3.79%
-$383.76 
COIN Coinbase Global, Inc.
-3.77%
-$173.37 
ORCL Oracle Corporation
-3.74%
-$25,748.57 
BTTC Bitech Technologies Corporation
-3.57%
-$0.01 
HUM Humana Inc.
-3.36%
-$3,633.75 
AVGO Broadcom Inc.
-3.11%
-$1,510.11 
AMAT Applied Materials, Inc.
-3.07%
-$6,605.01 
CRM Salesforce Inc
-2.87%
-$8,794.24 
HPQ HP Inc.
-2.85%
-$1,496 
META Meta Platforms Inc Class A
-2.84%
-$85,184.98 
ADBE Adobe Inc.
-2.73%
-$8,094.8 
QXO Qxo Inc.
-2.68%
-$30 
NFLX Netflix, Inc.
-2.65%
-$1,155 
TSLA Tesla, Inc.
-2.55%
-$6,043.52 
SNX TD Synnex Corporation
-2.49%
-$1,390.65 
SOXX iShares Semiconductor ETF
-2.47%
-$3,813.01 
SCHW Charles Schwab Corporation
-2.45%
-$693 
ULTA Ulta Beauty Inc.
-2.41%
-$1,380.86 
CPAY Corpay, Inc.
-2.41%
-$29.34 
ARE Alexandria Real Estate Equities, Inc.
-2.37%
-$34.17 
MTB M&T Bank Corporation
-2.34%
-$12,841.43 
IBB iShares Biotechnology ETF
-2.33%
-$2,410.17 
JOBY Joby Aviation, Inc.
-2.29%
-$110 
ADSK Autodesk, Inc.
-2.28%
-$800.8 
INTU Intuit Inc.
-2.25%
-$772.72 
IYW iShares U.S. Technology ETF
-2.24%
-$6,159.6 
SOLV Solventum Corporation
-2.24%
-$1,511.09 
XOVR ERShares Private-Public Crossover ETF
-2.22%
-$712.5 
VGT Vanguard Information Technology ETF
-2.2%
-$3,104.64 
IWO iShares Russell 2000 Growth ETF
-2.19%
-$762.5 
MSFT Microsoft Corp.
-2.17%
-$537,782.24 
EBAY eBay Inc.
-2.13%
-$607.84 
DAL Delta Air Lines, Inc.
-2.09%
-$163 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-2.03%
-$274.35 
NTCT Netscout Systems Inc.
-2.01%
-$1,246.44 
ETN Eaton Corporation plc
-2%
-$97,845.67 
Q Qnity Electronics Inc.
-1.99%
-$595 
IPGP IPG Photonics Corporation
-1.99%
-$11.72 
FSLR First Solar, Inc.
-1.98%
-$354.36 
GOOGL Alphabet Inc
-1.95%
-$381,920 
CSCO Cisco Systems, Inc.
-1.9%
-$90,960.98 
STT State Street Corp
-1.87%
-$4,978.38 
DGX Quest Diagnostics Inc.
-1.87%
-$4,523.64 
GOOG Alphabet Inc
-1.84%
-$181,502.05 
CMG Chipotle Mexican Grill, Inc.
-1.83%
-$3,388 
QQQ Invesco QQQ Trust, Series 1
-1.82%
-$2,494.76 
VECO Veeco Instruments Inc.
-1.79%
-$16.2 
NSA National Storage Affiliates Trust
-1.77%
-$109.2 
WAT Waters Corporation
-1.73%
-$12,680.79 
IWF iShares Russell 1000 Growth ETF
-1.67%
-$281.52 
IWY iShares Russell Top 200 Growth ETF
-1.67%
-$262.98 
HQH Tekla Healthcare Investors
-1.66%
-$346.24 
WSO Watsco Inc.
-1.63%
-$327.96 
DE Deere & Company
-1.63%
-$23,161.59 
EMN Eastman Chemical Company
-1.62%
-$103.5 
BX Blackstone Inc.
-1.6%
-$11,373.91 
VUG Vanguard Growth ETF
-1.59%
-$6,100.38 
APH Amphenol Corporation
-1.57%
-$1,920 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.56%
-$113.02 
UNH UnitedHealth Group Incorporated
-1.53%
-$2,763.45 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.5%
-$94.5 
IWM iShares Russell 2000 ETF
-1.5%
-$7,941.92 
VOOG Vanguard S&P 500 Growth ETF
-1.48%
-$1,716.12 
GMED Globus Medical Inc.
-1.47%
-$20.88 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.47%
-$90.25 
IUSG iShares Core S&P U.S. Growth ETF
-1.46%
-$206.22 
CRL Charles River Laboratories International, Inc.
-1.46%
-$585.57 
AMZN Amazon.com Inc
-1.46%
-$69,740.39 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.42%
-$607.51 
EL The Estée Lauder Companies Inc. Class A
-1.4%
-$1,188.95 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.39%
-$3.06 
UBER Uber Technologies, Inc.
-1.37%
-$416.5 
BABA Alibaba Group Holding Limited SP ADR
-1.37%
-$152 
RVT Royce Small-Cap Trust, Inc.
-1.32%
-$132 
EMBC Embecta Corp.
-1.32%
-$0.68 
LULU lululemon athletica inc.
-1.31%
-$1,638 
CEG Constellation Energy Corporation
-1.29%
-$541.12 
FDS FactSet Research Systems Inc.
-1.29%
-$86.02 
EXPD Expeditors International of Washington, Inc.
-1.29%
-$872.96 
TGT Target Corporation
-1.27%
-$597 
BDX Becton, Dickinson and Company
-1.26%
-$1,022.11 
ESGV Vanguard ESG U.S. Stock ETF
-1.23%
-$753.75 
BIZD VanEck BDC Income ETF
-1.23%
-$60 
IEMG iShares Core MSCI Emerging Markets ETF
-1.21%
-$1,924.01 
GBTC Grayscale Bitcoin Trust ETF
-1.2%
-$3,230 
VB Vanguard Small-Cap ETF
-1.19%
-$122.94 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
-1.17%
-$4,361 
XMMO Invesco S&P MidCap Momentum ETF
-1.17%
-$254.87 
LUV Southwest Airlines Co.
-1.15%
-$94 
BHF Brighthouse Financial Inc.
-1.12%
-$2.19 
DSI iShares MSCI KLD 400 Social ETF
-1.11%
-$278.8 
GTX Garrett Motion Inc.
-1.1%
-$12.09 
EVR Evercore Inc.
-1.09%
-$9,346.5 
EMR Emerson Electric Co.
-1.08%
-$22,258.59 
ILMN Illumina, Inc.
-1.07%
-$106.56 
VWO Vanguard FTSE Emerging Markets ETF
-1.05%
-$502.2 
A Agilent Technologies Inc.
-1.05%
-$502.32 
CXAI CxApp Inc.
-1.03%
-$4.8 
SCHM Schwab U.S. Mid-Cap ETF
-1.03%
-$372.75 
PFF iShares Preferred and Income Securities ETF
-1.01%
-$2,183 
TROW T. Rowe Price Group, Inc.
-1.01%
-$153 
BR Broadridge Financial Solutions, Inc.
-0.99%
-$387.52 
TMO Thermo Fisher Scientific Inc.
-0.98%
-$30,752.6 
PRU Prudential Financial, Inc.
-0.95%
-$777 
UA Under Armour Inc.
-0.95%
-$0.04 
SHW The Sherwin-Williams Company
-0.94%
-$5,245.1 
GS The Goldman Sachs Group, Inc.
-0.94%
-$52,624.4 
OEF iShares S&P 100 ETF
-0.94%
-$172.8 
FDX FedEx Corporation
-0.93%
-$8,763 
FLR Fluor Corporation
-0.93%
-$251.43 
IWR iShares Russell Mid-Cap ETF
-0.92%
-$713.06 
EFX Equifax Inc.
-0.89%
-$35.75 
IJR iShares Core S&P Small-Cap ETF
-0.88%
-$831.27 
SCHX Schwab U.S. Large-Cap ETF
-0.87%
-$397.5 
BAH Booz Allen Hamilton Holding Corporation
-0.87%
-$207.35 
SPY SPDR S&P 500 ETF Trust
-0.87%
-$19,577.51 
JCI Johnson Controls International plc
-0.86%
-$632.5 
UPS United Parcel Service, Inc.
-0.85%
-$2,116.5 
VOO Vanguard S&P 500 ETF
-0.83%
-$3,492.76 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$1,503.42 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.82%
-$48.28 
J Jacobs Solutions Inc.
-0.81%
-$462 
CSL Carlisle Companies Inc.
-0.8%
-$24.21 
BAX Baxter International Inc.
-0.8%
-$35.87 
IVV iShares Core S&P 500 ETF
-0.8%
-$1,287.43 
MDY SPDR S&P MidCap 400 ETF Trust
-0.79%
-$474.75 
IBM International Business Machines Corporation
-0.76%
-$8,221.65 
COLD Americold Realty Trust
-0.75%
-$5.46 
AMP Ameriprise Financial, Inc.
-0.73%
-$3,205.95 
CFG Citizens Financial Group, Inc.
-0.71%
-$10,102.5 
NLY Annaly Capital Management, Inc.
-0.7%
-$35.75 
MDT Medtronic plc
-0.7%
-$424.78 
FIS Fidelity National Information Services, Inc.
-0.68%
-$5.88 
IWN iShares Russell 2000 Value ETF
-0.67%
-$207.32 
MS Morgan Stanley
-0.65%
-$1,748.11 
GILD Gilead Sciences Inc.
-0.65%
-$109.14 
HUBB Hubbell Inc.
-0.65%
-$466.55 
SPHQ Invesco S&P 500 Quality ETF
-0.65%
-$146.3 
PGX Invesco Preferred ETF
-0.64%
-$182 
VLTO Veralto Corporation
-0.63%
-$18.41 
SYY Sysco Corporation
-0.61%
-$1,595.8 
DY Dycom Industries Inc.
-0.61%
-$78.75 
KD Kyndryl Holdings Inc.
-0.61%
-$10 
MMM 3M Company
-0.6%
-$6,088.5 
FLS Flowserve Corporation
-0.59%
-$126 
QUAL iShares MSCI USA Quality Factor ETF
-0.59%
-$263.98 
NVDA NVIDIA Corporation
-0.58%
-$85,968.54 
PAYX Paychex Inc.
-0.57%
-$51.03 
UNP Union Pacific Corporation
-0.56%
-$892.61 
CSX CSX Corporation
-0.54%
-$3,630.5 
BAB Invesco Taxable Municipal Bond ETF
-0.52%
-$67.5 
WAB Wabtec Corporation
-0.52%
-$4.49 
ROP Roper Technologies Inc.
-0.49%
-$3,196.02 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.49%
-$335 
MTD Mettler-Toledo International Inc.
-0.48%
-$833.16 
GWW W.W. Grainger, Inc.
-0.45%
-$54.45 
IAU iShares Gold Trust
-0.43%
-$33.16 
RSP Invesco S&P 500 Equal Weight ETF
-0.42%
-$1,166.62 
FTV Fortive Corporation
-0.41%
-$65.28 
SWK Stanley Black & Decker Inc.
-0.41%
-$1,140 
SOLS Sollensys Corp
-0.4%
-$840.96 
ESS Essex Property Trust, Inc.
-0.36%
-$96.5 
PHO Invesco Water Resources ETF
-0.36%
-$227 
RACE Ferrari N.V.
-0.35%
-$2,189.23 
VNT Vontier Corporation
-0.34%
-$340.4 
DHR Danaher Corporation
-0.32%
-$1,714.58 
LKQ LKQ Corporation
-0.31%
-$2.17 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.31%
-$13.65 
TLH iShares 10-20 Year Treasury Bond ETF
-0.29%
-$253.8 
FCX Freeport-McMoRan Inc.
-0.28%
-$3,529.96 
SSNC SS&C Technologies Holdings Inc.
-0.28%
-$6 
EFG iShares MSCI EAFE Growth ETF
-0.27%
-$41.92 
BIIB Biogen Inc.
-0.26%
-$55.8 
MBB iShares MBS ETF
-0.25%
-$137.54 
NSC Norfolk Southern Corporation
-0.25%
-$256.8 
FELV Fidelity Enhanced Large Cap Value ETF
-0.25%
-$1.78 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$346.75 
SBUX Starbucks Corporation
-0.24%
-$1,086.06 
EZM WisdomTree U.S. MidCap Fund
-0.22%
-$10.88 
IYH iShares U.S. Healthcare ETF
-0.2%
-$150 
IEF iShares 7-10 Year Treasury Bond ETF
-0.19%
-$962.85 
IWD iShares Russell 1000 Value ETF
-0.18%
-$21.15 
MAA Mid-America Apartment Communities, Inc.
-0.18%
-$44.52 
ACN Accenture plc Class A
-0.18%
-$48.4 
DD DuPont de Nemours, Inc.
-0.17%
-$38.3 
TEL TE Connectivity plc
-0.17%
-$4.81 
FBND Fidelity Total Bond ETF
-0.17%
-$262.5 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$20.46 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.16%
-$0.69 
GIS General Mills, Inc.
-0.15%
-$383.1 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$17.01 
IUSB iShares Core Universal USD Bond ETF
-0.15%
-$79.62 
FPFD Fidelity Preferred Securities Fund
-0.14%
-$52.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.14%
-$388.2 
RPM RPM International Inc.
-0.14%
-$17.5 
MUB iShares National Muni Bond ETF
-0.14%
-$958.02 
AVY Avery Dennison Corporation
-0.14%
-$46.8 
MA Mastercard Incorporated
-0.13%
-$2,996.32 
PLD Prologis Inc.
-0.13%
-$8 
KRE SPDR S&P Regional Banking ETF
-0.12%
-$123.25 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.11%
-$133.98 
GL Globe Life Inc.
-0.11%
-$70.3 
AOS A. O. Smith Corporation
-0.1%
-$37.2 
ADI Analog Devices, Inc.
-0.1%
-$420.82 
IWX iShares Russell Top 200 Value ETF
-0.1%
-$7.48 
BA Boeing Company
-0.09%
-$518.5 
BAC Bank of America Corporation
-0.09%
-$2,309.53 
CVS CVS Health Corporation
-0.09%
-$1,497.44 
DHI D.R. Horton, Inc.
-0.09%
-$48 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.08%
-$720 
EWBC East West Bancorp Inc.
-0.08%
-$20 
XLI Industrial Select Sector SPDR Fund
-0.08%
-$26 
ALLE Allegion plc
-0.06%
-$40.7 
EFA iShares MSCI EAFE ETF
-0.06%
-$9.49 
BWXT Bwx Technologies Inc.
-0.06%
-$18.7 
VIG Vanguard Dividend Appreciation ETF
-0.06%
-$532.15 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.06%
-$8.75 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.06%
-$146.25 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$8.7 
ELV Elevance Health, Inc.
-0.04%
-$208.99 
VOOV Vanguard S&P 500 Value ETF
-0.04%
-$19 
WASH Washington Trust Bancorp Inc.
-0.04%
-$10.5 
BMY Bristol-Myers Squibb Company
-0.03%
-$212.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.03%
-$15 
BINC iShares Flexible Income Active ETF
-0.03%
-$2.7 
IUSV iShares Core S&P U.S. Value ETF
-0.02%
-$6 Events
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Dividends
Dividend Analysis
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| Trades 1517 | Longs Won 906/1517 59% | Profit Factor 4.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $292,904.12 |
| Average Win $78,019.68 | Best Trade (Oct 16) $6.72M | Sharpe Ratio -8.91 |
| Average Loss -$25,775.87 | Worst Trade (Oct 15) -$1.39M | Z-Score -2.58 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 5d | Expectancy $19,627.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 273 | $37,147 | $47,422.83 | - | $10,275.83 | 27.66% | -1.048% |
| AAP Advance Auto Parts Inc. | 267 | $10,493 | $11,854.8 | - | $1,361.8 | 12.98% | +1.093% |
| AAPL Apple Inc. | 92,848 | $25.24M | $31.96M | - | $6.72M | 26.62% | +0.649% |
| ABBV AbbVie Inc. | 12,995 | $2.97M | $3.7M | - | $735,686.5 | 24.78% | +0.6% |
| ABT Abbott Laboratories | 5,708 | $715,209 | $598,141.32 | - | -$117,067.68 | -16.37% | +0.105% |
| ABTC Gryphon Digital Mining, Inc | 6.7 | $170 | $50.85 | - | -$119.15 | -70.09% | -6.757% |
| ACN Accenture plc Class A | 121 | $32,464 | $27,166.92 | - | -$5,297.08 | -16.32% | -0.178% |
| ADBE Adobe Inc. | 1,180 | $412,988 | $288,875.8 | - | -$124,112.2 | -30.05% | -2.726% |
| ADI Analog Devices, Inc. | 1,079 | $292,625 | $435,441.24 | - | $142,816.24 | 48.81% | -0.097% |
| ADM Archer-Daniels-Midland Co | 200 | $11,498 | $16,640 | - | $5,142 | 44.72% | +0.326% |
| ADP Automatic Data Processing Inc. | 2,061 | $530,151 | $589,786.06 | - | $59,635.06 | 11.25% | +0.18% |
| ADSK Autodesk, Inc. | 143 | $42,329 | $34,257.08 | - | -$8,071.92 | -19.07% | -2.284% |
| AEE Ameren Corporation | 81 | $8,089 | $8,557.65 | - | $468.65 | 5.79% | +1.822% |
| AEP American Electric Power Company, Inc. | 1,877 | $216,400 | $237,675.12 | - | $21,275.12 | 9.83% | +1.879% |
| AFL Aflac Inc. | 1,629 | $179,630 | $193,631.08 | - | $14,001.08 | 7.79% | +0.69% |
| AIG American International Group Inc. | 200 | $17,110 | $16,000 | - | -$1,110 | -6.49% | +1.112% |
| AKAM Akamai Technologies Inc. | 4,200 | $366,450 | $370,440 | - | $3,990 | 1.09% | -4.463% |
| ALL Allstate Corporation | 429 | $89,296 | $104,056.09 | - | $14,760.09 | 16.53% | +1.233% |
| ALLE Allegion plc | 407 | $64,803 | $63,349.55 | - | -$1,453.45 | -2.24% | -0.064% |
| AMAT Applied Materials, Inc. | 500 | $128,495 | $208,400 | - | $79,905 | 62.19% | -3.072% |
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FAQ
Which stocks have generated the highest profits for Ransom Advisory Ltd.?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $5.01M, Microsoft Corp - $3.96M, Apple Inc - $3.48M, JPMorgan Chase & Co - $3.35M, and The Goldman Sachs Group, Inc - $2.1M. 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 - $799,877.85, Merck & Co., Inc - $627,144.15, PepsiCo, Inc - $589,883.59, Nike, Inc. - Class B - $573,836.51, and Intel Corporation - $282,636.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ransom Advisory Ltd.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.82M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $439,113.55, Microsoft Corp - $342,980.54, PepsiCo, Inc - $250,948.1, AbbVie Inc - $216,510.15, and Apple Inc - $216,212.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ransom Advisory Ltd.'s monthly returns?
Ransom Advisory Ltd.'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 Ransom Advisory Ltd.'s strategy be considered aggressive or moderate?
Ransom Advisory Ltd.'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 Ransom Advisory Ltd.'s strategy?
Ransom Advisory Ltd.'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.
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