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:
11.91%
Gain -0.34%
Monthly
0.39%
Yearly
4.76%
Drawdown
25.29%
$281.02M
Equity
Holdings
$281.02M
Investment
$253.56M
$29.3M
Profit -$924,638.57
Realized
$1.85M
Unrealized
$27.45M
Dividends
$7.08M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$924,638.57
Win %
67%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$924,638.57
Win %
67%
This Month
Compared to last month
Gain
1.57%
Profit
$4.33M
Win %
67%
This Year
Compared to last year
Gain
10.82%
Profit
$27.44M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$678,231.65 
ETN Eaton Corporation plc
+7.32%
+$344,957.35 
GOOG Alphabet Inc
+6.88%
+$656,551.51 
GOOGL Alphabet Inc
+6.73%
+$1.26M 
WY Weyerhaeuser Company
+6.51%
+$1,147.5 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$593 
SOLS Sollensys Corp
+4.84%
+$9,741.12 
CBOE Cboe Global Markets Inc.
+4.62%
+$5,895.31 
FERG Ferguson Enterprises Inc
+3.52%
+$39.85 
OXY-WT Occidental Petroleum Corporation
+3.39%
+$46 
VECO Veeco Instruments Inc.
+3.37%
+$32.6 
AUR Aurora Innovation, Inc.
+3.37%
+$105 
TT Trane Technologies plc
+3.33%
+$50,142.09 
META Meta Platforms Inc Class A
+3.28%
+$71,957.56 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$14.94 
MSFT Microsoft Corp.
+3.02%
+$627,105.2 
NVDA NVIDIA Corporation
+2.93%
+$389,588.07 
MTD Mettler-Toledo International Inc.
+2.58%
+$3,783.15 
EVR Evercore Inc.
+2.46%
+$25,761.5 
FSLR First Solar, Inc.
+2.44%
+$502 
CVX Chevron Corporation
+2.35%
+$48,079.24 
BP BP p.l.c. Sponsored ADR
+2.26%
+$3,872 
EOG EOG Resources, Inc.
+2.19%
+$321.18 
DVN Devon Energy Corporation
+2.17%
+$768 
CSCO Cisco Systems, Inc.
+2.14%
+$105,758.46 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$449.79 
HII Huntington Ingalls Industries Inc.
+2.05%
+$3,602.51 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$724 
OXY Occidental Petroleum Corporation
+2%
+$112 
GWW W.W. Grainger, Inc.
+1.97%
+$240.57 
JCI Johnson Controls International plc
+1.93%
+$1,390 
HAL Halliburton Company
+1.93%
+$20.13 
LHX L3Harris Technologies, Inc.
+1.9%
+$2,291.04 
PANW Palo Alto Networks, Inc.
+1.89%
+$29,520 
BWXT Bwx Technologies Inc.
+1.88%
+$684.2 
CRM Salesforce Inc
+1.83%
+$4,114.32 
ORCL Oracle Corporation
+1.81%
+$11,824.89 
ZTS Zoetis Inc.
+1.66%
+$144.9 
J Jacobs Solutions Inc.
+1.64%
+$872 
SHEL Shell plc
+1.62%
+$7,130.97 
HPE Hewlett Packard Enterprise Company
+1.61%
+$1,292 
ACN Accenture plc Class A
+1.61%
+$318.23 
FANG Diamondback Energy Inc
+1.59%
+$47.7 
BSX Boston Scientific Corporation
+1.59%
+$313.9 
NTCT Netscout Systems Inc.
+1.57%
+$1,006.74 
CHRD Chord Energy Corp
+1.54%
+$19.17 
HPQ HP Inc.
+1.53%
+$697 
VZ Verizon Communications Inc.
+1.52%
+$14,226.1 
LMT Lockheed Martin Corporation
+1.5%
+$28,453.11 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$83.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$581.76 
NOC Northrop Grumman Corporation
+1.43%
+$1,342.88 
SNX TD Synnex Corporation
+1.42%
+$784.02 
GE General Electric Company
+1.42%
+$2,293.68 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$1,539.06 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$181.77 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$311.1 
AKAM Akamai Technologies Inc.
+1.26%
+$6,006 
FTV Fortive Corporation
+1.25%
+$198.56 
CMCSA Comcast Corp
+1.23%
+$241.36 
COP ConocoPhillips
+1.22%
+$11,982.81 
WFC Wells Fargo & Company
+1.19%
+$19,671.72 
AMAT Applied Materials, Inc.
+1.18%
+$2,950.01 
ITW Illinois Tool Works Inc.
+1.15%
+$2,544.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$76.38 
VUG Vanguard Growth ETF
+1.1%
+$3,967.38 
EOS Eaton Vance Enhanced Equity Income Fund II
+1.09%
+$69 
ADBE Adobe Inc.
+1.01%
+$2,961.81 
XLE Energy Select Sector SPDR Fund
+1%
+$7,056.4 
ADP Automatic Data Processing Inc.
+0.98%
+$5,337.97 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$453.6 
TTE TotalEnergies SE
+0.95%
+$622.5 
OEF iShares S&P 100 ETF
+0.95%
+$166.08 
UNP Union Pacific Corporation
+0.92%
+$1,471.18 
FLS Flowserve Corporation
+0.89%
+$201 
SCHW Charles Schwab Corporation
+0.87%
+$273 
IBM International Business Machines Corporation
+0.86%
+$8,871.86 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$125.82 
GEV GE Vernova Inc.
+0.85%
+$839.31 
MCD McDonald's Corporation
+0.82%
+$23,713.91 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$290 
ESS Essex Property Trust, Inc.
+0.81%
+$228 
EMR Emerson Electric Co.
+0.79%
+$14,923.59 
AEE Ameren Corporation
+0.79%
+$69.66 
TSLA Tesla, Inc.
+0.76%
+$1,541.07 
MPC Marathon Petroleum Corporation
+0.76%
+$1,290.61 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$121.04 
VNT Vontier Corporation
+0.75%
+$710.4 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$55.08 
STT State Street Corp
+0.73%
+$2,127.9 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,140.15 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$15,534.14 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,882 
IDA Idacorp Inc.
+0.71%
+$176.75 
CAT Caterpillar Inc.
+0.7%
+$6,066.89 
ROP Roper Technologies Inc.
+0.7%
+$4,624 
BMY Bristol-Myers Squibb Company
+0.69%
+$4,781.7 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,070.08 
CARR Carrier Global Corporation
+0.68%
+$2,154.18 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$400.5 
DOW Dow Inc.
+0.67%
+$65 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$834.72 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$285 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$60.84 
SYY Sysco Corporation
+0.63%
+$1,674.8 
MO Altria Group, Inc.
+0.57%
+$2.34 
APH Amphenol Corporation
+0.55%
+$330 
FELV Fidelity Enhanced Large Cap Value ETF
+0.55%
+$3.91 
AOS A. O. Smith Corporation
+0.54%
+$198.4 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$300.08 
PSX Phillips 66
+0.51%
+$4,202.2 
Q Qnity Electronics Inc.
+0.51%
+$165 
RVT Royce Small-Cap Trust, Inc.
+0.5%
+$54 
WTS Watts Water Technologies Inc.
+0.48%
+$1,336.01 
HON Honeywell International Inc.
+0.47%
+$8,666.3 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$13,772.56 
NSC Norfolk Southern Corporation
+0.46%
+$497.56 
IYW iShares U.S. Technology ETF
+0.46%
+$1,146.94 
GTX Garrett Motion Inc.
+0.45%
+$6.3 
SNY Sanofi American Depositary Receipt
+0.44%
+$156.75 
IWD iShares Russell 1000 Value ETF
+0.44%
+$49.95 
PAYX Paychex Inc.
+0.44%
+$41.31 
EBAY eBay Inc.
+0.43%
+$113.68 
CSX CSX Corporation
+0.42%
+$2,877 
RKLB Rocket Lab Corporation
+0.42%
+$27 
CASY Casey's General Stores Inc.
+0.4%
+$31.5 
PFE Pfizer Inc.
+0.4%
+$1,974.9 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$68 
RTX RTX Corporation
+0.39%
+$13,046.04 
VLO Valero Energy Corporation
+0.38%
+$383.18 
AVGO Broadcom Inc.
+0.37%
+$203.04 
PG Procter & Gamble Co
+0.37%
+$12,217.03 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$24,263.7 
OTIS Otis Worldwide Corporation
+0.36%
+$87.36 
BAC Bank of America Corporation
+0.36%
+$11,291.06 
SNA Snap-on Inc.
+0.33%
+$136 
GD General Dynamics Corporation
+0.32%
+$204.96 
MRK Merck & Co., Inc.
+0.32%
+$5,935.71 
KD Kyndryl Holdings Inc.
+0.3%
+$5 
DOV Dover Corporation
+0.27%
+$341.04 
PHO Invesco Water Resources ETF
+0.27%
+$172.52 
JPM JPMorgan Chase & Co.
+0.27%
+$29,427.64 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,200.61 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$52.36 
ALLE Allegion plc
+0.22%
+$138.38 
CME CME Group Inc.
+0.21%
+$65.55 
SO The Southern Company
+0.21%
+$373.2 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$232 
JNJ Johnson & Johnson
+0.21%
+$6,116.2 
ADI Analog Devices, Inc.
+0.2%
+$798.45 
FLR Fluor Corporation
+0.2%
+$56.5 
CMI Cummins Inc.
+0.19%
+$1,079.73 
OGE Oge Energy Corp.
+0.19%
+$43.47 
IPGP IPG Photonics Corporation
+0.19%
+$1.28 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$78.8 
INTU Intuit Inc.
+0.18%
+$59.28 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,500.8 
USB U.S. Bancorp
+0.17%
+$680.89 
T AT&T Inc.
+0.17%
+$40.8 
MS Morgan Stanley
+0.17%
+$528.84 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,694.24 
CB Chubb Limited
+0.15%
+$1,529.58 
FPFD Fidelity Preferred Securities Fund
+0.14%
+$52.5 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$14.88 
MMM 3M Company
+0.12%
+$1,291.46 
BDX Becton, Dickinson and Company
+0.1%
+$71.36 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$222 
C Citigroup Inc.
+0.1%
+$1,964.67 
WM Waste Management, Inc.
+0.1%
+$16.06 
AFL Aflac Inc.
+0.09%
+$195.48 
WMT Walmart Inc.
+0.09%
+$810.32 
ABT Abbott Laboratories
+0.09%
+$513.72 
SOXX iShares Semiconductor ETF
+0.07%
+$108 
EWBC East West Bancorp Inc.
+0.07%
+$18 
FDS FactSet Research Systems Inc.
+0.07%
+$3.74 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$40 
AEP American Electric Power Company, Inc.
+0.06%
+$131.39 
DIS The Walt Disney Company
+0.03%
+$324.51 
ILMN Illumina, Inc.
+0.01%
+$0.37 
EXAS Exact Sciences Corp
0%
$0 
OGN Organon & Co.
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
OLN Olin Corporation
-16.51%
-$193.98 
CTVA Corteva Inc.
-11.9%
-$1,934.66 
COIN Coinbase Global, Inc.
-10.59%
-$433 
FMC FMC Corporation
-9.47%
-$84 
AAPL Apple Inc.
-7.35%
-$2.28M 
EIX Edison International
-6.81%
-$3,242.8 
ABTC Gryphon Digital Mining, Inc
-6.44%
-$2.55 
SYK Stryker Corporation
-6.42%
-$2,234 
TROW T. Rowe Price Group, Inc.
-6.31%
-$1,129.5 
LIN Linde plc
-5.95%
-$817.02 
MU Micron Technology, Inc.
-5.9%
-$165,215.81 
DY Dycom Industries Inc.
-3.85%
-$804 
GRAL Grail, Inc.
-3.63%
-$12.9 
WING Wingstop Inc.
-3.61%
-$194 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$7,865 
ES Eversource Energy
-3.05%
-$2,819.25 
CI The Cigna Group
-2.99%
-$551.04 
AVY Avery Dennison Corporation
-2.91%
-$992.55 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$246 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$6,077.5 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$10,497.84 
UA Under Armour Inc.
-2.84%
-$0.19 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$195.84 
CSL Carlisle Companies Inc.
-2.69%
-$89.64 
FIS Fidelity National Information Services, Inc.
-2.67%
-$29.52 
COLD Americold Realty Trust
-2.56%
-$19.24 
ABBV AbbVie Inc.
-2.51%
-$84,077.65 
BHF Brighthouse Financial Inc.
-2.43%
-$6.16 
ICE Intercontinental Exchange, Inc.
-2.42%
-$974.03 
SJM The J.M. Smucker Company
-2.41%
-$885 
BIIB Biogen Inc.
-2.4%
-$448.2 
HLN Haleon Plc - ADR
-2.37%
-$916.56 
AZTA Azenta, Inc.
-2.33%
-$7.37 
BAX Baxter International Inc.
-2.21%
-$103.25 
BA Boeing Company
-2.15%
-$14,517.97 
CPAY Corpay, Inc.
-2.05%
-$24.03 
KHC The Kraft Heinz Company
-2.01%
-$79.5 
NFLX Netflix, Inc.
-2%
-$876 
EFX Equifax Inc.
-1.99%
-$87.75 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$35.36 
AWK American Water Works Company, Inc.
-1.93%
-$290.4 
AMD Advanced Micro Devices, Inc.
-1.9%
-$9,240.02 
IBB iShares Biotechnology ETF
-1.87%
-$1,771.45 
GIS General Mills, Inc.
-1.84%
-$5,133.54 
GMED Globus Medical Inc.
-1.83%
-$26.46 
APD Air Products and Chemicals, Inc.
-1.77%
-$663.75 
NSA National Storage Affiliates Trust
-1.74%
-$107.8 
DHI D.R. Horton, Inc.
-1.7%
-$988 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,146.15 
ADM Archer-Daniels-Midland Co
-1.66%
-$268 
CXAI CxApp Inc.
-1.6%
-$24 
SOLV Solventum Corporation
-1.59%
-$1,061.22 
MRMD MariMed Inc.
-1.56%
-$321.69 
NLY Annaly Capital Management, Inc.
-1.56%
-$99 
POR Portland General Electric Company
-1.52%
-$892.24 
WHR Whirlpool Corporation
-1.5%
-$185.25 
IAU iShares Gold Trust
-1.46%
-$111.87 
NWE NorthWestern Energy Group, Inc.
-1.42%
-$1,435.5 
LUV Southwest Airlines Co.
-1.38%
-$126 
NKE Nike, Inc. - Class B
-1.37%
-$14,295.26 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,042.03 
PPG PPG Industries Inc.
-1.35%
-$42.28 
DD DuPont de Nemours, Inc.
-1.32%
-$306.36 
DAL Delta Air Lines, Inc.
-1.3%
-$115 
FCX Freeport-McMoRan Inc.
-1.28%
-$14,296.5 
JOBY Joby Aviation, Inc.
-1.24%
-$90 
CLX The Clorox Company
-1.24%
-$168 
MDLZ Mondelez International, Inc.
-1.22%
-$4,047.13 
TJX The TJX Companies, Inc.
-1.21%
-$718.08 
QXO Qxo Inc.
-1.19%
-$16 
AAP Advance Auto Parts Inc.
-1.16%
-$173.55 
SHW The Sherwin-Williams Company
-1.16%
-$6,591.46 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$774.2 
NEE NextEra Energy, Inc.
-1.15%
-$28,866.81 
DE Deere & Company
-1.13%
-$14,844.38 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$60 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$4,002 
IR Ingersoll Rand Inc.
-1.11%
-$2,336.84 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$206 
TXN Texas Instruments Inc
-1.08%
-$2,642.52 
LOW Lowe's Companies Inc.
-1.08%
-$24,806.58 
PLD Prologis Inc.
-1.08%
-$79 
MCK McKesson Corporation
-1.08%
-$987.92 
CRH CRH plc
-1.03%
-$25.74 
KO The Coca-Cola Company
-1.02%
-$10,743.3 
SWK Stanley Black & Decker Inc.
-1.01%
-$2,910 
UPS United Parcel Service, Inc.
-1%
-$2,677.5 
PPL PPL Corporation
-0.98%
-$875 
XOM Exxon Mobil Corporation
-0.97%
-$24,574.86 
RACE Ferrari N.V.
-0.97%
-$6,079.52 
MET MetLife Inc.
-0.97%
-$21,851.24 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$69.16 
WAL Western Alliance Bancorporation
-0.94%
-$228 
CRL Charles River Laboratories International, Inc.
-0.9%
-$276.41 
MAS Masco Corporation
-0.87%
-$613.62 
PGR Progressive Corporation
-0.87%
-$232.5 
INGR Ingredion Inc.
-0.87%
-$261 
ATO Atmos Energy Corporation
-0.85%
-$148 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$186 
GILD Gilead Sciences Inc.
-0.81%
-$114.49 
SON Sonoco Products Co.
-0.81%
-$149.5 
D Dominion Energy, Inc.
-0.8%
-$1,120 
KMB Kimberly-Clark Corporation
-0.8%
-$1,819.84 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$3,531.73 
WAT Waters Corporation
-0.79%
-$4,930.49 
HQH Tekla Healthcare Investors
-0.77%
-$183.94 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$1,239.49 
HUM Humana Inc.
-0.76%
-$700 
SUI Sun Communities Inc.
-0.76%
-$37.05 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$121.83 
ULTA Ulta Beauty Inc.
-0.76%
-$366.6 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$281 
CVS CVS Health Corporation
-0.75%
-$14,787.22 
SPGI S&P Global Inc.
-0.74%
-$669.26 
ED Consolidated Edison, Inc.
-0.74%
-$3,726 
MA Mastercard Incorporated
-0.74%
-$15,529.51 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$207.76 
GSK GSK plc Sponsored ADR
-0.73%
-$1,700.5 
BLK BlackRock, Inc.
-0.73%
-$19,431.28 
FAF First American Financial Corporation
-0.71%
-$542.7 
RPM RPM International Inc.
-0.7%
-$95 
IYH iShares U.S. Healthcare ETF
-0.7%
-$480 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$12,229.19 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$149.89 
DUK Duke Energy Corporation
-0.67%
-$8,034.6 
LKQ LKQ Corporation
-0.66%
-$4.65 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$1,003.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,824.52 
GEX VanEck Vectors Global Alternative Energy ETF
-0.66%
-$89 
XOVR ERShares Private-Public Crossover ETF
-0.64%
-$180 
AMGN Amgen Inc.
-0.64%
-$4,786.42 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$180.18 
GS The Goldman Sachs Group, Inc.
-0.63%
-$40,765.62 
AMT American Tower Corporation
-0.63%
-$148.5 
EFA iShares MSCI EAFE ETF
-0.62%
-$96.36 
PM Philip Morris International Inc.
-0.61%
-$88.5 
DHR Danaher Corporation
-0.61%
-$2,757.23 
AVTR Avantor Inc.
-0.58%
-$16 
WEC WEC Energy Group Inc.
-0.57%
-$3,216.17 
VLTO Veralto Corporation
-0.57%
-$15.66 
SBUX Starbucks Corporation
-0.57%
-$2,833.2 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$517 
PRU Prudential Financial, Inc.
-0.56%
-$483 
WASH Washington Trust Bancorp Inc.
-0.56%
-$154 
DGX Quest Diagnostics Inc.
-0.55%
-$1,305.49 
WAB Wabtec Corporation
-0.55%
-$4.8 
EMBC Embecta Corp.
-0.55%
-$0.16 
LLY Eli Lilly and Company
-0.53%
-$14,043.83 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$183.68 
PHG Koninklijke Philips N.V.
-0.53%
-$35.84 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$241.23 
LULU lululemon athletica inc.
-0.51%
-$768.6 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$755.99 
ALL Allstate Corporation
-0.49%
-$557.71 
CELH Celsius Holdings Inc.
-0.48%
-$56 
IWM iShares Russell 2000 ETF
-0.47%
-$2,682.68 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$106.4 
WSO Watsco Inc.
-0.46%
-$95.81 
FIVA Fidelity International Value Factor ETF
-0.46%
-$1.08 
PEP PepsiCo, Inc.
-0.46%
-$12,837.76 
DVY iShares Select Dividend ETF
-0.45%
-$136.8 
IEV iShares Europe ETF
-0.44%
-$115.5 
TEL TE Connectivity plc
-0.43%
-$11.57 
LAMR Lamar Advertising Company
-0.43%
-$248.39 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$11,105.25 
HD The Home Depot, Inc.
-0.42%
-$14,364.47 
GL Globe Life Inc.
-0.4%
-$277.4 
MBB iShares MBS ETF
-0.4%
-$221.26 
AIG American International Group Inc.
-0.39%
-$62 
ETR Entergy Corporation
-0.38%
-$196.8 
IBUY Amplify Online Retail ETF
-0.38%
-$11.42 
VGT Vanguard Information Technology ETF
-0.38%
-$495.36 
AXP American Express Company
-0.38%
-$6,609.03 
CMS CMS Energy Corporation
-0.37%
-$96.39 
FDX FedEx Corporation
-0.37%
-$3,651.25 
MDT Medtronic plc
-0.37%
-$202.88 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,266.29 
GPC Genuine Parts Company
-0.37%
-$342.24 
FENI Fidelity Enhanced International ETF
-0.37%
-$10.2 
KVUE Kenvue Inc.
-0.36%
-$96.04 
FTF Franklin Limited Duration Income Trust
-0.35%
-$30 
BAB Invesco Taxable Municipal Bond ETF
-0.34%
-$45 
ADSK Autodesk, Inc.
-0.33%
-$110.11 
CL Colgate-Palmolive Company
-0.33%
-$105 
TFC Truist Financial Corporation
-0.33%
-$2,003.09 
CEG Constellation Energy Corporation
-0.31%
-$123.12 
BTTC Bitech Technologies Corporation
-0.29%
$0 
MTB M&T Bank Corporation
-0.29%
-$1,784.26 
SDY SPDR S&P Dividend ETF
-0.28%
-$2,228.6 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$218.86 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$41.58 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,430.52 
CCI Crown Castle Inc.
-0.27%
-$70.56 
FBND Fidelity Total Bond ETF
-0.27%
-$420 
VTV Vanguard Value ETF
-0.27%
-$206.5 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$39 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$30.78 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$94.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$1.14 
BX Blackstone Inc.
-0.25%
-$2,085.81 
IWN iShares Russell 2000 Value ETF
-0.25%
-$80.3 
A Agilent Technologies Inc.
-0.24%
-$92.82 
HUBB Hubbell Inc.
-0.24%
-$176.7 
COST Costco Wholesale Corporation
-0.24%
-$175.56 
VB Vanguard Small-Cap ETF
-0.22%
-$23.76 
FTMA Franklin Massachusetts Municipal Income ETF
-0.22%
-$914.28 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$75 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$122.5 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$585 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$94 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$1,800 
MKL Markel Group Inc.
-0.2%
-$122.24 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$15.75 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$64.8 
EPD Enterprise Products Partners L.P.
-0.18%
-$46.41 
NTRS Northern Trust Corporation
-0.17%
-$160 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$474.35 
EMN Eastman Chemical Company
-0.17%
-$12 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$212 
BIZD VanEck BDC Income ETF
-0.16%
-$8 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$25 
LNT Alliant Energy Corporation
-0.15%
-$132.33 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$3 
ELV Elevance Health, Inc.
-0.15%
-$615.99 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$78.3 
MKC McCormick & Company, Incorporated
-0.12%
-$277.5 
STZ Constellation Brands, Inc.
-0.12%
-$69 
MUB iShares National Muni Bond ETF
-0.11%
-$821.16 
CFG Citizens Financial Group, Inc.
-0.11%
-$1,796 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$198.8 
XLF Financial Select Sector SPDR Fund
-0.1%
-$61.5 
TIP iShares TIPS Bond ETF
-0.1%
-$61.05 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$50 
PGX Invesco Preferred ETF
-0.09%
-$28 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
-0.09%
-$367.53 
IYF iShares U.S. Financials ETF
-0.09%
-$24 
BINC iShares Flexible Income Active ETF
-0.08%
-$7.2 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$0.16 
EZM WisdomTree U.S. MidCap Fund
-0.07%
-$3.4 
V Visa Inc. Class A
-0.04%
-$1,322.49 
XEL Xcel Energy Inc.
-0.04%
-$21.06 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$6.96 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$27.47 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$1.24 
TGT Target Corporation
-0.01%
-$5.99 
UBER Uber Technologies, Inc.
-0.01%
-$4.25 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$22 Events
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Dividends
Dividend Analysis
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| Trades 1517 | Longs Won 920/1517 60% | Profit Factor 4.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $258,771.35 |
| Average Win $74,486.77 | Best Trade (Aug 31) $4.44M | Sharpe Ratio -8.91 |
| Average Loss -$23,550.38 | Worst Trade (Sep 01) -$1.34M | Z-Score 2.66 (99.21%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $19,312.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 273 | $37,147 | $37,775.01 | - | $628.01 | 1.69% | -0.245% |
| AAP Advance Auto Parts Inc. | 267 | $10,493 | $14,829.18 | - | $4,336.18 | 41.32% | -1.157% |
| AAPL Apple Inc. | 92,848 | $25.24M | $28.68M | - | $3.44M | 13.63% | -7.354% |
| ABBV AbbVie Inc. | 12,995 | $2.97M | $3.26M | - | $291,777.3 | 9.83% | -2.513% |
| ABT Abbott Laboratories | 5,708 | $715,209 | $603,335.6 | - | -$111,873.4 | -15.64% | +0.085% |
| ABTC Gryphon Digital Mining, Inc | 6.7 | $170 | $36.98 | - | -$133.02 | -78.25% | -6.441% |
| ACN Accenture plc Class A | 121 | $32,464 | $20,076.32 | - | -$12,387.68 | -38.16% | +1.611% |
| ADBE Adobe Inc. | 1,180 | $412,988 | $295,483.8 | - | -$117,504.2 | -28.45% | +1.013% |
| ADI Analog Devices, Inc. | 1,079 | $292,625 | $396,435.39 | - | $103,810.39 | 35.48% | +0.202% |
| ADM Archer-Daniels-Midland Co | 200 | $11,498 | $15,854 | - | $4,356 | 37.88% | -1.662% |
| ADP Automatic Data Processing Inc. | 2,061 | $530,151 | $549,174.04 | - | $19,023.04 | 3.59% | +0.982% |
| ADSK Autodesk, Inc. | 143 | $42,329 | $33,490.6 | - | -$8,838.4 | -20.88% | -0.328% |
| AEE Ameren Corporation | 81 | $8,089 | $8,878.41 | - | $789.41 | 9.76% | +0.791% |
| AEP American Electric Power Company, Inc. | 1,877 | $216,400 | $239,974.45 | - | $23,574.45 | 10.89% | +0.055% |
| AFL Aflac Inc. | 1,629 | $179,630 | $207,664.92 | - | $28,034.92 | 15.61% | +0.094% |
| AIG American International Group Inc. | 200 | $17,110 | $15,716 | - | -$1,394 | -8.15% | -0.393% |
| AKAM Akamai Technologies Inc. | 4,200 | $366,450 | $483,756 | - | $117,306 | 32.01% | +1.257% |
| ALL Allstate Corporation | 429 | $89,296 | $113,290.31 | - | $23,994.31 | 26.87% | -0.49% |
| ALLE Allegion plc | 407 | $64,803 | $64,061.8 | - | -$741.2 | -1.14% | +0.216% |
| AMAT Applied Materials, Inc. | 500 | $128,495 | $253,835 | - | $125,340 | 97.54% | +1.176% |
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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 - $4.99M, Microsoft Corp - $3.91M, Apple Inc - $3.48M, JPMorgan Chase & Co - $3.3M, and The Goldman Sachs Group, Inc - $2.07M. 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 - $801,990.97, Merck & Co., Inc - $639,449.6, PepsiCo, Inc - $619,570.91, Nike, Inc. - Class B - $583,941.78, 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 $7.08M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $387,458.65, Microsoft Corp - $301,081.41, PepsiCo, Inc - $221,260.78, Apple Inc - $216,212.64, and Procter & Gamble Co - $207,241.3. 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.
