LE

Lonny Elfenbein Portfolio

Invests via West Michigan Advisors LLC | Managed by Ryan Gorman
Invests via West Michigan Advisors LLC
Managed by Ryan Gorman
Automatically Tracked
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Lonny Elfenbein Profile

Lonny Elfenbein is a seasoned investor and entrepreneur known for his extensive experience in technology commercialization and venture capital. He has played pivotal roles in founding and scaling multiple startups, particularly within the software development sector. His approach emphasizes innovative product solutions that address evolving market needs. Drawing from a strong educational background, including advanced degrees in engineering, he leverages technical acumen alongside financial insights to drive strategic growth initiatives. Elfenbein's relevance extends beyond investment; he actively mentors emerging founders, fostering a culture of innovation while promoting entrepreneurship across various tech-driven ecosystems.

Lonny Elfenbein is a seasoned investor and entrepreneur known for his extensive experience in technology commercialization and venture capital. He has played pivotal roles in founding and scaling multiple startups, particularly within the software development sector. His approach emphasizes innovative product solutions that address evolving market needs. Drawing from a strong educational background, including advanced degrees in engineering, he leverages technical acumen alongside financial insights to drive strategic growth initiatives. Elfenbein's relevance extends beyond investment; he actively mentors emerging founders, fostering a culture of innovation while promoting entrepreneurship across various tech-driven ecosystems.

Investment Philosophy & Strategy

Innovation shapes Lonny Elfenbein's investment ethos, particularly in the software sector where he has established a formidable track record. His knack for identifying market trends leads him to favor startups that present groundbreaking technological solutions with strong scalability potential. With an entrepreneurial spirit and engineering expertise, he strategically navigates venture opportunities while prioritizing teams that exhibit agility and creativity. This dynamic mindset not only fuels successful ventures but also enhances his role as a mentor, championing future leaders who strive to redefine the tech landscape.

Innovation shapes Lonny Elfenbein's investment ethos, particularly in the software sector where he has established a formidable track record. His knack for identifying market trends leads him to favor startups that present groundbreaking technological solutions with strong scalability potential. With an entrepreneurial spirit and engineering expertise, he strategically navigates venture opportunities while prioritizing teams that exhibit agility and creativity. This dynamic mindset not only fuels successful ventures but also enhances his role as a mentor, championing future leaders who strive to redefine the tech landscape.

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:
26.8%
Gain +0.49%
Monthly
0.28%
Yearly
3.42%
Drawdown
16.67%
$458.13M
Equity
Holdings
$458.13M
Investment
$373.84M
$92.09M
Profit +$2.38M
Realized
$7.79M
Unrealized
$84.29M
Dividends
$29.21M

Goals

Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.49%
Profit
$2.38M
Win %
75%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$2.46M
Win %
75%
This Month
Compared to last month
Gain
-0.54%
Profit
-$2.5M
Win %
75%
This Year
Compared to last year
Gain
8.18%
Profit
$34.63M
Win %
75%
KLA Corporation logo
KLAC KLA Corporation
+13.5%
+$87,958.98
Lam Research Corporation logo
LRCX Lam Research Corporation
+12.83%
+$260,848.38
Wayfair Inc. logo
W Wayfair Inc.
+12.72%
+$46,985.57
Direxion Daily Technology Bull 3x Shares logo
TECL Direxion Daily Technology Bull 3x Shares
+11.63%
+$111,843
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+11.39%
+$88,893.4
Micron Technology, Inc. logo
MU Micron Technology, Inc.
+11.38%
+$259,319.73
AST SpaceMobile, Inc. logo
ASTS AST SpaceMobile, Inc.
+11.28%
+$93,407.55
Intel Corporation logo
INTC Intel Corporation
+9.42%
+$242,484.48
Teradyne, Inc. logo
TER Teradyne, Inc.
+9.11%
+$99,918.72
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+8.09%
+$148,075.84
Western Digital Corporation logo
WDC Western Digital Corporation
+7.82%
+$142,284.5
Kratos Defense & Security Solutions, Inc. logo
KTOS Kratos Defense & Security Solutions, Inc.
+7.38%
+$41,946.65
Comfort Systems USA, Inc. logo
FIX Comfort Systems USA, Inc.
+7.36%
+$97,175.04
MP Materials Corp. logo
MP MP Materials Corp.
+7.25%
+$34,483.62
Royal Caribbean Group logo
RCL Royal Caribbean Group
+7.17%
+$71,934.91
Karman Holdings Inc. logo
KRMN Karman Holdings Inc.
+7.11%
+$88,880.64
Jabil Inc. logo
JBL Jabil Inc.
+6.88%
+$28,857.51
Freeport-McMoRan Inc. logo
FCX Freeport-McMoRan Inc.
+6.6%
+$17,658.7
Robinhood Markets, Inc. logo
HOOD Robinhood Markets, Inc.
+6.5%
+$27,556.32
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+6.42%
+$307,257.88
Mosaic Company logo
MOS Mosaic Company
+6.23%
+$15,239.9
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+6.18%
+$53,869.97
NXP Semiconductors N.V. logo
NXPI NXP Semiconductors N.V.
+6.15%
+$239,184.76
AngloGold Ashanti plc logo
AU AngloGold Ashanti plc
+6.08%
+$34,234.29
Bwx Technologies Inc. logo
BWXT Bwx Technologies Inc.
+5.76%
+$114,453.86
iShares Silver Trust logo
SLV iShares Silver Trust
+5.66%
+$35,552.58
Direxion Daily S&P 500 Bull 3X Shares logo
SPXL Direxion Daily S&P 500 Bull 3X Shares
+5.29%
+$13,200
Corning Incorporated logo
GLW Corning Incorporated
+5.18%
+$42,152.48
Insmed Inc. logo
INSM Insmed Inc.
+5.15%
+$72,927.14
Eaton Corporation plc logo
ETN Eaton Corporation plc
+5.08%
+$213,486.12
Newmont Corporation logo
NEM Newmont Corporation
+5.06%
+$187,670.35
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+5.04%
+$175,972.59
Amgen Inc. logo
AMGN Amgen Inc.
+4.97%
+$26,083.89
SoFi Technologies, Inc. logo
SOFI SoFi Technologies, Inc.
+4.88%
+$13,536.15
GE Vernova Inc. logo
GEV GE Vernova Inc.
+4.73%
+$21,489.23
Caterpillar Inc. logo
CAT Caterpillar Inc.
+4.73%
+$79,099.3
Tesla, Inc. logo
TSLA Tesla, Inc.
+4.62%
+$52,037.58
Revolution Medicines, Inc. Warrant logo
RVMDW Revolution Medicines, Inc. Warrant
+4.56%
+$1,748.92
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+4.41%
+$16,357.58
Elanco Animal Health Incorporated logo
ELAN Elanco Animal Health Incorporated
+4.31%
+$25,895.65
Roivant Sciences Ltd logo
ROIV Roivant Sciences Ltd
+4.29%
+$35,476.38
Lumentum Holdings Inc. logo
LITE Lumentum Holdings Inc.
+4.22%
+$66,906.58
Vistance Networks, Inc. logo
VISN Vistance Networks, Inc.
+4.18%
+$6,695.29
General Electric Company logo
GE General Electric Company
+4.17%
+$52,376.32
Gentex Corporation logo
GNTX Gentex Corporation
+4.14%
+$1.83M
Carlisle Companies Inc. logo
CSL Carlisle Companies Inc.
+4.13%
+$8,946.29
Rockwell Automation, Inc. logo
ROK Rockwell Automation, Inc.
+4.12%
+$17,698.35
Synchrony Financial logo
SYF Synchrony Financial
+4.1%
+$15,937.2
iShares MSCI International Momentum Factor ETF logo
IMTM iShares MSCI International Momentum Factor ETF
+4.01%
+$11,268.85
Capital Group Global Growth Equity ETF logo
CGGO Capital Group Global Growth Equity ETF
+4.01%
+$246,564.24
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
+3.88%
+$16,538.81
Avalon Advanced Materials Inc. logo
AVLNF Avalon Advanced Materials Inc.
+3.86%
+$18.96
Cloudflare Inc. logo
NET Cloudflare Inc.
+3.84%
+$103,056.75
RTX Corporation logo
RTX RTX Corporation
+3.83%
+$43,057.6
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
+3.77%
+$122,308.9
Broadcom Inc. logo
AVGO Broadcom Inc.
+3.76%
+$258,615.84
Emerson Electric Co. logo
EMR Emerson Electric Co.
+3.66%
+$9,839.2
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.65%
+$29,473.28
Millicom International Cellular S.A. logo
TIGO Millicom International Cellular S.A.
+3.62%
+$154,859.45
Starbucks Corporation logo
SBUX Starbucks Corporation
+3.58%
+$11,881.14
iShares Russell 2000 Growth ETF logo
IWO iShares Russell 2000 Growth ETF
+3.55%
+$12,058.43
ProShares Ultra S&P500 logo
SSO ProShares Ultra S&P500
+3.54%
+$22,800.31
Allegion plc logo
ALLE Allegion plc
+3.49%
+$71,754.1
QuantumScape Corp logo
QS QuantumScape Corp
+3.36%
+$9,191.32
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
+3.35%
+$16,321.34
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+3.34%
+$99,825.96
Citigroup Inc. logo
C Citigroup Inc.
+3.29%
+$10,852.08
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+3.23%
+$40,529.31
SPDR Gold Shares logo
GLD SPDR Gold Shares
+3.21%
+$110,230
Invesco NASDAQ 100 ETF logo
QQQM Invesco NASDAQ 100 ETF
+3.19%
+$41,787.96
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+3.14%
+$73,879.26
Amplify CWP International Enhanced Dividend Income ETF logo
IDVO Amplify CWP International Enhanced Dividend Income ETF
+3.1%
+$29,994.24
JPMorgan International Research Enhanced Equity ETF logo
JIRE JPMorgan International Research Enhanced Equity ETF
+3.1%
+$76,770.75
American Beacon GLG Natural Resources ETF logo
MGNR American Beacon GLG Natural Resources ETF
+3.06%
+$12,298.42
Adaptiv Select ETF logo
ADPV Adaptiv Select ETF
+3.05%
+$12,253.08
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
+3.01%
+$29,480.73
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
+3%
+$15,406.95
Tapestry Inc. logo
TPR Tapestry Inc.
+2.87%
+$108,702
Invesco S&P 500 Quality ETF logo
SPHQ Invesco S&P 500 Quality ETF
+2.79%
+$90,671.77
Ecolab Inc. logo
ECL Ecolab Inc.
+2.76%
+$8,146.42
iShares Bitcoin Trust logo
IBIT iShares Bitcoin Trust
+2.75%
+$18,032.92
iShares Russell Mid-Cap Growth ETF logo
IWP iShares Russell Mid-Cap Growth ETF
+2.68%
+$6,743.6
JPMorgan Nasdaq Equity Premium Income ETF logo
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.57%
+$148,211.79
Hewlett Packard Enterprise Company logo
HPE Hewlett Packard Enterprise Company
+2.52%
+$14,645.69
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$9,451.67
JPMorgan Small & Mid Cap Enhanced Equity ETF logo
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+2.46%
+$66,695.8
Coherent Corp. logo
COHR Coherent Corp.
+2.44%
+$54,615.56
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$12,912.79
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+2.42%
+$46,657.46
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+2.4%
+$143,930.7
Eli Lilly and Company logo
LLY Eli Lilly and Company
+2.37%
+$58,071.84
Wabtec Corporation logo
WAB Wabtec Corporation
+2.37%
+$7,210.89
Ciena Corporation logo
CIEN Ciena Corporation
+2.33%
+$31,533.95
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.32%
+$267,147.89
iShares Russell 2000 Value ETF logo
IWN iShares Russell 2000 Value ETF
+2.29%
+$7,860.16
Pfizer Inc. logo
PFE Pfizer Inc.
+2.29%
+$5,894.46
CorMedix Inc. logo
CRMD CorMedix Inc.
+2.28%
+$13,200
Amphenol Corporation logo
APH Amphenol Corporation
+2.24%
+$71,519.45
Mueller Industries Inc. logo
MLI Mueller Industries Inc.
+2.23%
+$6,106.5
Warner Bros. Discovery, Inc. logo
WBD Warner Bros. Discovery, Inc.
+2.17%
+$73,952.94
First Trust Dorsey Wright Focus 5 ETF logo
FV First Trust Dorsey Wright Focus 5 ETF
+2.16%
+$11,589.55
Huntington Bancshares Incorporated logo
HBAN Huntington Bancshares Incorporated
+2.11%
+$122,155.15
Medpace Holdings Inc. logo
MEDP Medpace Holdings Inc.
+2.08%
+$9,554.63
Triumph Financial, Inc. logo
TFIN Triumph Financial, Inc.
+2.07%
+$26,576
iShares Russell Mid-Cap Value ETF logo
IWS iShares Russell Mid-Cap Value ETF
+2.06%
+$5,503.41
Best Buy Co., Inc. logo
BBY Best Buy Co., Inc.
+2%
+$32,750.39
Capital Group Core Equity ETF logo
CGUS Capital Group Core Equity ETF
+1.98%
+$5,217.03
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
+1.98%
+$32,181.89
FlexShares Quality Dividend Index Fund logo
QDF FlexShares Quality Dividend Index Fund
+1.97%
+$12,095.5
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
+1.85%
+$6,520.64
SPDR Dow Jones Industrial Average ETF Trust logo
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$3,982.44
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$26,795.19
Snap-on Inc. logo
SNA Snap-on Inc.
+1.81%
+$6,093.68
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
+1.77%
+$48,595.8
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
+1.75%
+$11,878.04
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+1.74%
+$15,874.81
American Express Company logo
AXP American Express Company
+1.74%
+$52,994.76
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+1.71%
+$19,034.02
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+1.7%
+$115,906.2
Exelixis Inc. logo
EXEL Exelixis Inc.
+1.69%
+$4,793.54
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
+1.67%
+$41,080
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF logo
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+1.61%
+$45,063.59
T. Rowe Price Group, Inc. logo
TROW T. Rowe Price Group, Inc.
+1.53%
+$3,393.66
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+1.45%
+$15,447.21
Tractor Supply Company logo
TSCO Tractor Supply Company
+1.45%
+$2,675.78
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+1.43%
+$82,967.99
First Trust Growth Strength ETF logo
FTGS First Trust Growth Strength ETF
+1.42%
+$38,855.19
Deere & Company logo
DE Deere & Company
+1.42%
+$4,707.32
Amazon.com Inc logo
AMZN Amazon.com Inc
+1.4%
+$80,250.18
Pacer US Small Cap Cash Cows 100 ETF logo
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.34%
+$5,748.26
iShares 20+ Year Treasury Bond ETF logo
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$14,511.96
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
+1.22%
+$3,858.72
Prudential Financial, Inc. logo
PRU Prudential Financial, Inc.
+1.21%
+$2,789.7
Apple Inc. logo
AAPL Apple Inc.
+1.19%
+$144,159.41
Amplify CWP Enhanced Dividend Income ETF logo
DIVO Amplify CWP Enhanced Dividend Income ETF
+1.15%
+$178,017.52
Caci International Inc. logo
CACI Caci International Inc.
+1.15%
+$2,502
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund logo
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+1.14%
+$1,350.83
International Business Machines Corporation logo
IBM International Business Machines Corporation
+1.09%
+$13,854.07
Pacer Global Cash Cows Dividend ETF logo
GCOW Pacer Global Cash Cows Dividend ETF
+1.08%
+$2,353.7
Bank of America Corporation logo
BAC Bank of America Corporation
+1.01%
+$5,261.3
JPMorgan Equity Premium Income Fund logo
JEPI JPMorgan Equity Premium Income Fund
+0.98%
+$31,593.24
3M Company logo
MMM 3M Company
+0.94%
+$2,353.45
FS Credit Opportunities Corp. logo
FSCO FS Credit Opportunities Corp.
+0.93%
+$7,115.81
McDonald's Corporation logo
MCD McDonald's Corporation
+0.93%
+$9,299.72
iShares Core Dividend Growth ETF logo
DGRO iShares Core Dividend Growth ETF
+0.92%
+$5,206
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.9%
+$14,049.05
Ionis Pharmaceuticals, Inc. logo
IONS Ionis Pharmaceuticals, Inc.
+0.89%
+$24,968.45
SPDR S&P Dividend ETF logo
SDY SPDR S&P Dividend ETF
+0.88%
+$3,115.24
Universal Health Services, Inc. logo
UHS Universal Health Services, Inc.
+0.81%
+$1,276.46
Ford Motor Company 6.500% Notes logo
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$3,079.3
Pacer US Cash Cows 100 ETF logo
COWZ Pacer US Cash Cows 100 ETF
+0.79%
+$4,614.5
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
+0.74%
+$12,283.72
Cohen & Steers REIT and Preferred and Income Fund Inc. logo
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
+0.73%
+$2,301.9
Baker Hughes Company logo
BKR Baker Hughes Company
+0.73%
+$3,650.56
BlackRock, Inc. logo
BLK BlackRock, Inc.
+0.7%
+$2,225.48
iShares 7-10 Year Treasury Bond ETF logo
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$1,815.66
Wintrust Financial Corporation logo
WTFC Wintrust Financial Corporation
+0.66%
+$2,255.22
Innovator U.S. Equity Power Buffer ETF - October logo
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.65%
+$55,251.41
JPMorgan Core Plus Bond ETF logo
JCPB JPMorgan Core Plus Bond ETF
+0.61%
+$16,490.96
First Trust TCW Opportunistic Fixed Income Fund logo
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.61%
+$6,959.77
First Trust Capital Strength ETF logo
FTCS First Trust Capital Strength ETF
+0.61%
+$5,909.76
Voya Yield Enhanced USD Universal Bond Fund logo
UNIY Voya Yield Enhanced USD Universal Bond Fund
+0.59%
+$5,249.7
Vanguard Mortgage-Backed Securities Fund logo
VMBS Vanguard Mortgage-Backed Securities Fund
+0.58%
+$1,961.01
Innovator U.S. Equity Power Buffer ETF logo
PSEP Innovator U.S. Equity Power Buffer ETF
+0.57%
+$3,601.78
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$11,993.52
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
+0.57%
+$3,769.92
Alphabet Inc logo
GOOG Alphabet Inc
+0.54%
+$8,971.75
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.53%
+$12,248.68
iShares MSCI USA Min Vol Factor ETF logo
USMV iShares MSCI USA Min Vol Factor ETF
+0.51%
+$4,093.89
First Trust Value Line Dividend Index Fund logo
FVD First Trust Value Line Dividend Index Fund
+0.5%
+$1,129.92
Abbott Laboratories logo
ABT Abbott Laboratories
+0.49%
+$3,874.64
First Trust Enhanced Equity Income Fund logo
FFA First Trust Enhanced Equity Income Fund
+0.49%
+$1,390.51
Wells Fargo & Company logo
WFC Wells Fargo & Company
+0.48%
+$3,173.82
Equinix, Inc. logo
EQIX Equinix, Inc.
+0.47%
+$1,306.07
Counterpoint High Yield ETF logo
HYTR Counterpoint High Yield ETF
+0.47%
+$1,037.1
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
+0.47%
+$13,205.06
SPDR Portfolio Intermediate Term Corporate Bond ETF logo
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.47%
+$1,008.59
iShares 3-7 Year Treasury Bond ETF logo
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$1,775.89
VanEck Long Muni ETF logo
MLN VanEck Long Muni ETF
+0.37%
+$1,125.54
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+0.36%
+$12,339.62
T-Mobile US, Inc. logo
TMUS T-Mobile US, Inc.
+0.36%
+$1,165.8
iShares 1-5 Year Investment Grade Corporate Bond ETF logo
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.3%
+$884.12
JPMorgan Income ETF logo
JPIE JPMorgan Income ETF
+0.27%
+$2,765.62
Hartford Schroders Tax-Aware Bond ETF logo
HTAB Hartford Schroders Tax-Aware Bond ETF
+0.23%
+$1,299.02
SPDR Nuveen Bloomberg Municipal Bond ETF logo
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.23%
+$790.12
Kenvue Inc. logo
KVUE Kenvue Inc.
+0.19%
+$4,915.75
iShares 1-3 Year Treasury Bond ETF logo
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$1,238.15
Alphabet Inc logo
GOOGL Alphabet Inc
+0.16%
+$5,301.78
Vanguard Tax-Exempt Bond ETF logo
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$1,024.08
First Trust Low Duration Opportunities ETF logo
LMBS First Trust Low Duration Opportunities ETF
+0.15%
+$504.98
AbbVie Inc. logo
ABBV AbbVie Inc.
+0.11%
+$4,311.5
Hartford Municipal Opportunities ETF logo
HMOP Hartford Municipal Opportunities ETF
+0.1%
+$235.08
Leidos Holdings Inc. logo
LDOS Leidos Holdings Inc.
+0.1%
+$1,941.96
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.09%
+$4,692.23
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$1,953.6
Medtronic plc logo
MDT Medtronic plc
+0.05%
+$328.64
iShares Short-Term National Muni Bond ETF logo
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$104.85
Global X Variable Rate Preferred ETF logo
PFFV Global X Variable Rate Preferred ETF
+0.04%
+$251.97
Global X 1-3 Month T-Bill ETF logo
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$149.18
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund logo
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$612.39
iShares 0-3 Month Treasury Bond ETF logo
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$483.15
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$45.62
logo
138171012
0%
$0
logo
378331003
0%
$0
logo
AZN
0%
$0
Comcast Corp logo
CMCSA Comcast Corp
0%
$0
logo
FSSL
0%
$0
logo
JCI
0%
$0
logo
MVFD
0%
$0
logo
QTPI
0%
$0
Oracle Corporation logo
ORCL Oracle Corporation
-8.32%
-$68,115.02
Devon Energy Corporation logo
DVN Devon Energy Corporation
-4.15%
-$91,672.56
ConocoPhillips logo
COP ConocoPhillips
-3.69%
-$21,091.23
Archer-Daniels-Midland Co logo
ADM Archer-Daniels-Midland Co
-2.79%
-$9,854.07
S&P Global Inc. logo
SPGI S&P Global Inc.
-2.75%
-$10,913.72
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
-2.63%
-$91,187.28
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-2.61%
-$14,159.79
Waste Management, Inc. logo
WM Waste Management, Inc.
-2.38%
-$6,785.09
Altria Group, Inc. logo
MO Altria Group, Inc.
-2.37%
-$76,137.01
Yatra Online, Inc. logo
YTRA Yatra Online, Inc.
-2.3%
-$410
CF Industries Holdings, Inc. logo
CF CF Industries Holdings, Inc.
-2.21%
-$10,079.3
Salesforce Inc logo
CRM Salesforce Inc
-2.14%
-$53,443.32
Chevron Corporation logo
CVX Chevron Corporation
-2.01%
-$24,520.58
Microsoft Corp. logo
MSFT Microsoft Corp.
-1.85%
-$180,802.4
Allstate Corporation logo
ALL Allstate Corporation
-1.69%
-$6,962.76
Accenture plc Class A logo
ACN Accenture plc Class A
-1.58%
-$3,461.4
Essent Group Ltd. logo
ESNT Essent Group Ltd.
-1.55%
-$2,868.32
FS KKR Capital Corp. logo
FSK FS KKR Capital Corp.
-1.41%
-$5,998.81
Kinder Morgan, Inc. logo
KMI Kinder Morgan, Inc.
-1.38%
-$3,571.92
Mondelez International, Inc. logo
MDLZ Mondelez International, Inc.
-1.28%
-$4,191.02
MGIC Investment Corporation logo
MTG MGIC Investment Corporation
-1.19%
-$2,181.66
The Coca-Cola Company logo
KO The Coca-Cola Company
-1.18%
-$14,379.03
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF logo
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.12%
-$11,046.17
Visa Inc. Class A logo
V Visa Inc. Class A
-1.1%
-$10,217.17
Enact Holdings, Inc. logo
ACT Enact Holdings, Inc.
-1.09%
-$2,416.82
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
-1.07%
-$46,738.73
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
-1.05%
-$3,408.44
Netflix, Inc. logo
NFLX Netflix, Inc.
-0.96%
-$14,221.58
Stryker Corporation logo
SYK Stryker Corporation
-0.93%
-$21,433.16
Energy Transfer L.P. logo
ET Energy Transfer L.P.
-0.92%
-$2,652.49
Chubb Limited logo
CB Chubb Limited
-0.76%
-$20,927.12
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.74%
-$2,210.64
Duke Energy Corporation logo
DUK Duke Energy Corporation
-0.67%
-$6,250.82
SS&C Technologies Holdings Inc. logo
SSNC SS&C Technologies Holdings Inc.
-0.65%
-$1,059.52
Genpact Ltd. logo
G Genpact Ltd.
-0.64%
-$938.7
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
-0.57%
-$3,354.21
Alnylam Pharmaceuticals Inc logo
ALNY Alnylam Pharmaceuticals Inc
-0.56%
-$8,123.37
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.55%
-$14,943.55
Tortoise North American Pipeline Fund logo
TPYP Tortoise North American Pipeline Fund
-0.55%
-$2,662.08
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-0.47%
-$4,521.58
Mastercard Incorporated logo
MA Mastercard Incorporated
-0.46%
-$1,599.35
AT&T Inc. logo
T AT&T Inc.
-0.43%
-$2,054.1
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-0.42%
-$1,289.42
Procter & Gamble Co logo
PG Procter & Gamble Co
-0.41%
-$5,876.35
Epam Systems Inc. logo
EPAM Epam Systems Inc.
-0.38%
-$6,475.57
CME Group Inc. logo
CME CME Group Inc.
-0.35%
-$7,705.9
Allspring Income Opportunities Fund logo
EAD Allspring Income Opportunities Fund
-0.31%
-$267.18
Arch Capital Group Ltd logo
ACGL Arch Capital Group Ltd
-0.23%
-$474.29
Consumer Staples Select Sector SPDR Fund logo
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$1,293.8
iMGP DBi Managed Futures Strategy ETF logo
DBMF iMGP DBi Managed Futures Strategy ETF
-0.23%
-$526.4
Mercantile Bank Corporation logo
MBWM Mercantile Bank Corporation
-0.17%
-$619.83
Walmart Inc. logo
WMT Walmart Inc.
-0.14%
-$6,091.57
Welltower Inc. logo
WELL Welltower Inc.
-0.14%
-$348.6
Raymond James Financial Inc. logo
RJF Raymond James Financial Inc.
-0.12%
-$1,285.2
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
-0.11%
-$2,749.2
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-0.11%
-$1,346.94
American Healthcare REIT, Inc. logo
AHR American Healthcare REIT, Inc.
-0.09%
-$205.16
Motorola Solutions, Inc. logo
MSI Motorola Solutions, Inc.
-0.07%
-$1,752.06
Alpha Architect 1-3 Month Boxx Fund logo
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$341.96
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
0%
-$57.49
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Dividends

Dividend Analysis

Yearly
$
Trades
2921
Longs Won
1703/2921 58%
Profit Factor
3
Profitability
Shorts Won
0/0 0%
Standard Deviation
$280,189.81
Average Win
$81,145.01
Best Trade
(Jun 12) $3.87M
Sharpe Ratio
-7.22
Average Loss
-$37,852.71
Worst Trade
(Jun 10) -$11.24M
Z-Score
6.98 (100%)
Commissions
$0
Avg. Trade Length
1y 6m 2w 3d
Expectancy
$31,525.28
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 12,048 10,843 9,639 8,434 7,229 6,024 4,819 3,614 2,410 1,205
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
Account USV