Brian Dechow Portfolio
Invests via SWAN Capital LLC | Managed by Andrew Scott McNair, Lucas Paul Juery
Invests via SWAN Capital LLC
Managed by Andrew Scott McNair, Lucas Paul Juery
Automatically Tracked
Brian Dechow Profile
Brian Dechow has made significant strides in the investment landscape through his dual role as an entrepreneur and investor-operator. With a robust background in finance, he co-founded a technology venture that not only delivered innovative solutions but also attracted substantial capital from various investors. His operational insights and market acumen have positioned him as a notable figure within growth-stage startups, enabling them to navigate complex business environments effectively. By focusing on scalability and strategic partnerships, he consistently drives value creation, earning recognition for fostering entrepreneurial ecosystems that support emerging technologies.
Brian Dechow has made significant strides in the investment landscape through his dual role as an entrepreneur and investor-operator. With a robust background in finance, he co-founded a technology venture that not only delivered innovative solutions but also attracted substantial capital from various investors. His operational insights and market acumen have positioned him as a notable figure within growth-stage startups, enabling them to navigate complex business environments effectively. By focusing on scalability and strategic partnerships, he consistently drives value creation, earning recognition for fostering entrepreneurial ecosystems that support emerging technologies.
Investment Philosophy & Strategy
Market dynamics reveal a distinct opportunity for disruptive innovation, particularly in the technology sector. Brian Dechow leverages his extensive experience as both an entrepreneur and an investor to identify high-potential startups positioned for significant growth. His strategic focus on scalability ensures that investments are directed toward ventures with robust business models capable of achieving rapid market penetration. This unique perspective enables him to foster strong partnerships, which amplify value creation and enhance competitive advantages within evolving industries. By prioritizing transformative solutions, he remains committed to shaping the entrepreneurial landscape while driving meaningful returns.
Market dynamics reveal a distinct opportunity for disruptive innovation, particularly in the technology sector. Brian Dechow leverages his extensive experience as both an entrepreneur and an investor to identify high-potential startups positioned for significant growth. His strategic focus on scalability ensures that investments are directed toward ventures with robust business models capable of achieving rapid market penetration. This unique perspective enables him to foster strong partnerships, which amplify value creation and enhance competitive advantages within evolving industries. By prioritizing transformative solutions, he remains committed to shaping the entrepreneurial landscape while driving meaningful returns.
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:
77.15%
Gain -0.37%
Monthly
1.27%
Yearly
16.41%
Drawdown
16.08%
$292.76M
Equity
Holdings
$292.76M
Investment
$255.78M
$82.18M
Profit -$760,485.65
Realized
$45.21M
Unrealized
$36.97M
Dividends
$18.75M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.37%
Profit
-$760,485.65
Win %
56%
This Week
Compared To Last Week
Gain
0.42%
Profit
$1.23M
Win %
56%
This Month
Compared to last month
Gain
2.11%
Profit
$6.06M
Win %
56%
This Year
Compared to last year
Gain
-0.24%
Profit
-$555,766.59
Win %
60%
CCI Crown Castle Inc.
+9.84%
+$752.72 
SLB SLB N.V.
+7.25%
+$143.6 
VG Venture Global Inc. Class A
+7.07%
+$113.12 
FIVN Five9 Inc.
+6.92%
+$53.46 
PANW Palo Alto Networks, Inc.
+6.9%
+$490 
ZS Zscaler Inc.
+6.71%
+$510.72 
PTEN Patterson-UTI Energy, Inc. Common Stock
+5.73%
+$58.5 
NOV NOV Inc.
+5.65%
+$42.4 
TEM Tempus AI Inc Class A Common Stock
+5.34%
+$347.82 
CHRD Chord Energy Corporation
+5.2%
+$766.81 
APPN Appian Corp Class A Common Stock
+5.06%
+$163.17 
APA APA Corporation
+4.86%
+$74.56 
FANG Diamondback Energy Inc.
+4.72%
+$344.38 
DVN Devon Energy Corporation
+4.7%
+$646.8 
FTI TechnipFMC plc
+4.63%
+$43.33 
CBRS Cerebras Systems Inc. Class A Common Stock
+4.5%
+$490.13 
COP ConocoPhillips
+4.07%
+$747.18 
VNOM Viper Energy, Inc. Class A Common Stock
+3.92%
+$140.62 
CNR Core Natural Resources Inc.
+3.84%
+$74.69 
KRMN Karman Holdings Inc. Common Stock
+3.8%
+$10.52 
LNG Cheniere Energy Inc.
+3.71%
+$106.6 
EOG EOG Resources, Inc.
+3.7%
+$58.4 
AVAV AeroVironment, Inc.
+3.63%
+$34.18 
CRGY Crescent Energy Company
+3.56%
+$23.75 
DRAM Roundhill Memory ETF
+3.56%
+$48.75 
AMT American Tower Corporation
+3.52%
+$230.4 
ONDS Ondas Inc.
+3.4%
+$8.2 
HPE Hewlett Packard Enterprise Company
+3.38%
+$2,658.75 
CLNE Clean Energy Fuels Corp.
+3.21%
+$2.52 
MU Micron Technology Inc.
+3.19%
+$7,022.53 
ATLX Atlas Lithium Corporation
+3.16%
+$45 
OXY Occidental Petroleum Corp.
+3.14%
+$387.11 
BB BlackBerry Limited
+3.08%
+$66.25 
FTNT Fortinet, Inc.
+2.97%
+$128.5 
TTE TotalEnergies SE
+2.88%
+$55.02 
VDE Vanguard Energy ETF
+2.8%
+$404,778.16 
LUMN Lumen Technologies, Inc.
+2.8%
+$125 
LMT Lockheed Martin Corporation
+2.75%
+$291.78 
XLE State Street Energy Select Sector SPDR ETF
+2.75%
+$178.08 
NSP Insperity, Inc.
+2.74%
+$65.92 
SU Suncor Energy Inc.
+2.71%
+$504 
KMI Kinder Morgan Inc.
+2.7%
+$2,495.22 
CVX Chevron Corporation
+2.68%
+$1,128.09 
CACI CACI International, Inc.
+2.67%
+$49.56 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+2.64%
+$108.99 
NOK Nokia Corporation Sponsored ADR
+2.62%
+$0.21 
OKE ONEOK, Inc.
+2.6%
+$2,562 
BP BP Plc Sponsored ADR
+2.57%
+$80.96 
DNOW DNOW Inc.
+2.56%
+$27.65 
ASTS AST SpaceMobile Inc.
+2.55%
+$161.37 
NOVT Novanta Inc.
+2.54%
+$542.08 
ACHR Archer Aviation Inc. Class A Common Stock
+2.5%
+$52.25 
XOM ExxonMobil Holdings Corporation
+2.48%
+$16,009.65 
NTNX Nutanix, Inc. Class A Common Stock
+2.47%
+$6,591.04 
DMLP Dorchester Minerals, L.P. Common Units
+2.47%
+$44.4 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+2.46%
+$40.92 
CVLT Commvault Systems, Inc.
+2.46%
+$429.52 
PL Planet Labs PBC
+2.45%
+$35.2 
PBR Petróleo Brasileiro S.A. - Petrobras
+2.42%
+$130.2 
ISRG Intuitive Surgical Inc.
+2.4%
+$21.26 
CF CF Industries Holdings, Inc.
+2.36%
+$25.2 
TPL Texas Pacific Land Corporation
+2.32%
+$15.5 
SPCX Space Exploration Technologies Corp. Class A
+2.3%
+$903.78 
MRVL Marvell Technology Inc.
+2.25%
+$401.6 
RKLB Rocket Lab Corporation
+2.25%
+$241.5 
SNPS Synopsys Inc.
+2.21%
+$46.65 
CNQ Canadian Natural Resources Ltd.
+2.19%
+$60.18 
HONA Honeywell Aerospace Inc.
+2.13%
+$17.35 
SANM Sanmina Corporation
+2.11%
+$19.56 
METC Ramaco Resources Inc. Class A Common Stock
+2.08%
+$15 
MSTY YieldMax MSTR Option Income Strategy ETF
+2.07%
+$16.8 
WMB The Williams Companies, Inc.
+2.07%
+$243.82 
BZUN Baozun Inc. ADR
+2.06%
+$3.4 
AMD Advanced Micro Devices Inc.
+1.99%
+$4,294.08 
EQT EQT Corporation
+1.97%
+$130.07 
EPD Enterprise Products Partners L.P.
+1.93%
+$142.41 
GEL Genesis Energy, L.P.
+1.91%
+$7.95 
RDW Redwire Corporation
+1.84%
+$37.5 
TXN Texas Instruments Inc.
+1.83%
+$117.76 
ET Energy Transfer LP
+1.82%
+$10.95 
LYB LyondellBasell Industries N.V.
+1.8%
+$21.24 
GOTU Gaotu Techedu Inc.
+1.79%
+$1.44 
CRL Charles River Laboratories International, Inc.
+1.63%
+$327.45 
ALB Albemarle Corporation
+1.63%
+$25.59 
AI C3.ai, Inc. Class A Common Stock
+1.62%
+$409.5 
ORCL Oracle Corporation
+1.61%
+$587.25 
FMC FMC Corporation
+1.59%
+$5.28 
INTC Intel Corporation
+1.57%
+$1,084.07 
TTAN ServiceTitan Inc. Class A Common Stock
+1.56%
+$53.04 
RUM RUM Group Inc.
+1.53%
+$63.07 
COAL Range Global Coal Index ETF
+1.47%
+$5.25 
FCX Freeport-McMoRan Inc.
+1.42%
+$73.6 
TER Teradyne, Inc.
+1.33%
+$20.5 
LDOS Leidos Holdings, Inc.
+1.29%
+$10.44 
GTM ZoomInfo Technologies Inc.
+1.28%
+$5.5 
QCOM QUALCOMM Incorporated
+1.2%
+$27.04 
CQQQ Invesco China Technology ETF
+1.17%
+$9.77 
HUBS HubSpot, Inc. Common Stock
+1.16%
+$15.45 
WPRT Westport Fuel Systems Inc.
+1.12%
+$25 
AMKR Amkor Technology Inc.
+1.05%
+$26.65 
IAUX i-80 Gold Corp.
+1.03%
+$21.75 
SMH VanEck Semiconductor ETF
+1.02%
+$1,257.88 
ANET Arista Networks Inc.
+1.02%
+$69.6 
COHR Coherent Corp.
+1%
+$10.35 
DOCU DocuSign Inc.
+0.97%
+$258.3 
SOXX iShares Semiconductor ETF
+0.96%
+$1,428.96 
DQ Daqo New Energy Corp. ADR
+0.94%
+$0.47 
ENPH Enphase Energy, Inc.
+0.93%
+$0.87 
AMSC American Superconductor Corp.
+0.92%
+$126.5 
ALAB Astera Labs, Inc.
+0.86%
+$243.1 
ASML ASML Holding N.V. NY Registered Shares
+0.85%
+$39.75 
ABT Abbott Laboratories
+0.84%
+$161.68 
SQM Sociedad Química y Minera de Chile S.A. ADR
+0.82%
+$1.4 
NBIS Nebius Group N.V. Class A Ordinary Shares
+0.82%
+$32.75 
NOW ServiceNow Inc.
+0.82%
+$154.8 
ARM Arm Holdings plc ADR
+0.82%
+$103.06 
SWKS Skyworks Solutions, Inc.
+0.81%
+$53.2 
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF
+0.81%
+$45.17 
SUN Sunoco LP
+0.8%
+$21.46 
SIMO Silicon Motion Technology Corp. ADR
+0.7%
+$19.73 
PATH UiPath, Inc. Class A Common Stock
+0.68%
+$19 
URNM Sprott Uranium Miners ETF
+0.67%
+$9.8 
XSD State Street SPDR S&P Semiconductor ETF
+0.67%
+$45.15 
VGT Vanguard Information Technology ETF
+0.66%
+$69,988.24 
XLK State Street Technology Select Sector SPDR ETF
+0.65%
+$238.36 
ZM Zoom Communications, Inc. Class A Common Stock
+0.63%
+$122 
MSFT Microsoft Corporation Common Stock
+0.62%
+$3,664.42 
XRP Bitwise XRP ETF
+0.62%
+$115.47 
UIS Unisys Corp.
+0.62%
+$165 
AZTA Azenta, Inc.
+0.62%
+$17.97 
RCAT Red Cat Holdings Inc.
+0.57%
+$2.75 
IYW iShares U.S. Technology ETF
+0.56%
+$48.83 
VVX V2X Inc.
+0.56%
+$4.1 
YMAX YieldMax Universe Fund of Option Income ETFs
+0.56%
+$18 
GROY Gold Royalty Corp.
+0.53%
+$8.25 
SH ProShares Short S&P 500
+0.49%
+$11.2 
SHOP Shopify Inc.
+0.49%
+$716.1 
COPX Global X Copper Miners ETF
+0.48%
+$10.5 
AVGO Broadcom Inc.
+0.47%
+$380.97 
BA The Boeing Company
+0.47%
+$308.87 
SMR NuScale Power Corporation Class A Common Stock
+0.47%
+$1.37 
SCCO Southern Copper Corporation
+0.45%
+$4.15 
SMG The Scotts Miracle-Gro Company
+0.42%
+$3.5 
BYND Beyond Meat Inc.
+0.41%
+$0.4 
MSFO YieldMax MSFT Option Income Strategy ETF
+0.41%
+$5.6 
BHP BHP Group Ltd. Sponsored ADR
+0.4%
+$8.37 
SITE SiteOne Landscape Supply, Inc.
+0.4%
+$18.45 
TDOC Teladoc Health Inc.
+0.4%
+$0.2 
SNAP Snap Inc. Class A Common Stock
+0.39%
+$5 
WLK Westlake Corporation
+0.39%
+$1.25 
SMA SmartStop Self Storage REIT, Inc.
+0.37%
+$65.13 
PLUG Plug Power Inc.
+0.36%
+$0.35 
ARKG ARK Genomic Revolution ETF
+0.35%
+$3.4 
AWR American States Water Company
+0.35%
+$45 
SCI Service Corporation International
+0.35%
+$7.37 
QDTE Roundhill Innovation-100 0DTE Covered Call Strategy ETF
+0.34%
+$12.82 
SYK Stryker Corp.
+0.34%
+$2.08 
IBM International Business Machines Corporation
+0.33%
+$88.56 
HBAN HubSpot Inc.
+0.32%
+$10.8 
AUGO Aura Minerals Inc.
+0.28%
+$4.18 
DRS Leonardo DRS Inc.
+0.28%
+$2.37 
VPL Vanguard FTSE Pacific ETF
+0.27%
+$131.08 
LMND Lemonade Inc.
+0.26%
+$0.24 
EFAS Global X MSCI SuperDividend EAFE ETF
+0.26%
+$79.1 
KQQQ Kurv Technology Titans Select ETF
+0.24%
+$106.99 
ARKK ARK Innovation ETF
+0.23%
+$6.65 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$1,472.67 
QQQM Invesco NASDAQ 100 ETF
+0.2%
+$65.49 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.17%
+$32.7 
QQQI NEOS Nasdaq-100 High Income ETF
+0.17%
+$106.74 
KTOS Kratos Defense & Security Solutions, Inc.
+0.17%
+$2.73 
IAG IAMGOLD Corporation
+0.15%
+$1.25 
MSI Motorola Solutions, Inc.
+0.14%
+$429.02 
SPOT Spotify Technology S.A.
+0.13%
+$0.77 
ABBV AbbVie Inc.
+0.13%
+$8.51 
IBIT iShares Bitcoin Trust ETF
+0.13%
+$83.64 
JPC Nuveen Preferred & Income Opportunities Fund
+0.1%
+$6.47 
MPC Marathon Petroleum Corp.
+0.08%
+$146.16 
AMRZ Amrize Ltd
+0.08%
+$0.75 
OGN Organon & Co.
+0.07%
+$0.32 
MIR Mirion Technologies, Inc. Class A Common Stock
+0.07%
+$0.18 
GBTC Grayscale Bitcoin Trust ETF
+0.06%
+$9.48 
TFC Truist Financial Corporation
+0.05%
+$4.5 
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF
+0.05%
+$2.19 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.04%
+$99.12 
PCRX Pacira BioSciences, Inc.
+0.04%
+$0.38 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.03%
+$6,333.07 
BWXT BWX Technologies, Inc.
+0.02%
+$0.2 
PDD PDD Holdings Inc. American Depositary Receipt
+0.01%
+$0.08 
BBAI BigBear.ai Holdings, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IONQ IonQ, Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
PLTK Playtika Holding Corp.
0%
$0 
SATS EchoStar Corporation
0%
$0 
TLNE TALEN ENERGY CORP NEW
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 LAC
LAC
0%
$0 G200
G2004J103
0%
$0 MTA
MTA
0%
$0 
BE Bloom Energy Corp. Class A Common Stock
-12.29%
-$267.55 
FIX Comfort Systems USA Inc.
-8.61%
-$550.45 
CRDO Credo Technology Group Holding Ltd
-8.07%
-$657 
CWH Camping World Holdings, Inc. Class A Common Stock
-8.06%
-$4.38 
KNSL Kinsale Capital Group, Inc.
-6.79%
-$238.68 
T AT&T Inc.
-6.62%
-$2,895.62 
DG Dollar General Corp.
-5.95%
-$563.04 
BGS B&G Foods, Inc.
-5.81%
-$25 
NWL Newell Brands Inc.
-5.67%
-$16.25 
FUN Six Flags Entertainment Corp.
-5.59%
-$0.41 
AAL American Airlines Group Inc.
-5.08%
-$89.6 
TARS Tarsus Pharmaceuticals Inc.
-5.03%
-$18.12 
SWBI Smith & Wesson Brands, Inc.
-4.9%
-$92.8 
PZZA Papa John's International, Inc.
-4.82%
-$54 
LULU lululemon athletica inc.
-4.33%
-$103.73 
NCLH Norwegian Cruise Line Holdings Ltd.
-4.15%
-$67.72 
OXLC Oxford Lane Capital Corp
-4.07%
-$351.12 
GT The Goodyear Tire & Rubber Company
-4.06%
-$9 
SFM Sprouts Farmers Market Inc.
-4.05%
-$139.5 
HWM Howmet Aerospace Inc.
-3.92%
-$52.99 
ECC Eagle Point Credit Company Inc.
-3.82%
-$136.5 
NEM Newmont Corporation
-3.81%
-$477.95 
AXP American Express Company
-3.75%
-$780.8 
RCL Royal Caribbean Cruises Ltd.
-3.69%
-$317.1 
DAL Delta Air Lines, Inc.
-3.67%
-$145.5 
DJT Trump Media & Technology Group Corp.
-3.48%
-$21.39 
OWL Blue Owl Capital Inc. Class A Common Stock
-3.45%
-$33.5 
TREE LendingTree Inc.
-3.45%
-$6.65 
TGT Target Corp.
-3.4%
-$936.12 
APLD Applied Digital Corporation
-3.38%
-$63.21 
EVTL Vertical Aerospace Ltd.
-3.32%
-$0.66 
NMAX Newsmax Inc. Class B Common Stock
-3.31%
-$54 
NG NovaGold Resources Inc.
-3.29%
-$20.5 
HSY The Hershey Company Common Stock
-3.28%
-$57.55 
LLY Eli Lilly and Company
-3.23%
-$10,125.59 
CLS Celestica Inc.
-3.06%
-$469.68 
HD The Home Depot, Inc.
-2.97%
-$5,414.05 
JNUG Direxion Daily Junior Gold Miners Index Bull 2X Shares
-2.92%
-$33.8 
LOW Lowe's Companies, Inc.
-2.91%
-$2,320.5 
LX LexinFintech Holdings Ltd. ADR
-2.88%
-$0.02 
PSFE Paysafe Ltd.
-2.87%
-$0.34 
F Ford Motor Co.
-2.85%
-$177.82 
CI The Cigna Group
-2.77%
-$43.75 
NNE Nano Nuclear Energy Inc.
-2.75%
-$31.05 
ANGX Angel Studios, Inc. Class A Common Stock
-2.73%
-$5.04 
INSP Inspire Medical Systems, Inc.
-2.7%
-$11.76 
CLX The Clorox Company
-2.68%
-$21.37 
CMG Chipotle Mexican Grill, Inc.
-2.67%
-$412.5 
USAS Americas Gold and Silver Corporation
-2.67%
-$42.5 
PG The Procter & Gamble Company
-2.65%
-$526.2 
USAR USA Rare Earth, Inc.
-2.65%
-$14.03 
EXPE Expedia Group Inc.
-2.62%
-$54.67 
BIRK Birkenstock Holding plc
-2.6%
-$4.37 
KO The Coca-Cola Company
-2.56%
-$2,200.5 
PPLI People Inc.
-2.55%
-$15.15 
FIS Fidelity National Information Services, Inc.
-2.53%
-$716.83 
KD Kyndryl Holdings Inc.
-2.53%
-$19.64 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.53%
-$199.65 
XYZ Block Inc. Class A Common Stock
-2.49%
-$68.95 
FISV Fiserv, Inc.
-2.48%
-$481.32 
VFC VF Corporation
-2.46%
-$380.55 
RH RH Inc.
-2.45%
-$1,423.45 
PEP PepsiCo, Inc.
-2.43%
-$60.66 
AWP abrdn Global Premier Properties Fund
-2.38%
-$114.12 
EPAM EPAM Systems, Inc.
-2.37%
-$9.87 
GIS General Mills Inc.
-2.36%
-$26.56 
EGO Eldorado Gold Corporation
-2.35%
-$100.75 
UBER Uber Technologies Inc.
-2.35%
-$664.2 
WD Walker & Dunlop Inc.
-2.34%
-$29.97 
CAT Caterpillar Inc.
-2.33%
-$409.75 
VTRS Viatris Inc.
-2.33%
-$599.42 
AFRM Affirm Holdings, Inc. Class A Common Stock
-2.32%
-$672 
SYF Synchrony Financial
-2.32%
-$26.1 
EGGY NestYield Dynamic Income ETF
-2.31%
-$185.42 
RGLD Royal Gold, Inc.
-2.28%
-$144.45 
ETSY Etsy Inc.
-2.27%
-$632.42 
LE Lands' End Inc.
-2.25%
-$2.42 
BMY Bristol-Myers Squibb Company
-2.25%
-$209.42 
NKE Nike, Inc. Class B Common Stock
-2.24%
-$360.34 
NFLY YieldMax NFLX Option Income Strategy ETF
-2.22%
-$47.41 
XYZY YieldMax XYZ Option Income Strategy ETF
-2.2%
-$64.48 
MNKD MannKind Corporation
-2.19%
-$2,019.5 
OKLO Oklo Inc. Class A Common Stock
-2.13%
-$0.57 
XFLT XAI Floating Rate & Alternative Income Trust
-2.13%
-$88.56 
CAVA Cava Group, Inc.
-2.12%
-$116 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
-2.1%
-$6.15 
AFL Aflac Incorporated
-2.08%
-$963.75 
LU Lufax Holding Ltd. Sponsored ADR
-2.08%
-$0.49 
BABA Alibaba Group Holding Ltd. ADR
-2.06%
-$75.42 
MO Altria Group, Inc.
-2.05%
-$117 
TGLS Tecnoglass Holdings Inc.
-2.04%
-$5.53 
DX Dynex Capital Inc.
-2.04%
-$75.83 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
-2.03%
-$93.53 
BLK BlackRock, Inc.
-2.03%
-$5,169.93 
MCD McDonald's Corporation
-2.01%
-$8,206.27 
GE General Electric Company
-2%
-$3,686.77 
ADBE Adobe Inc.
-1.97%
-$549.5 
BCE BCE Inc.
-1.95%
-$90.31 
PCAR PACCAR Inc.
-1.93%
-$44.36 
APO Apollo Global Management Inc.
-1.9%
-$10.93 
PAAS Pan American Silver Corp.
-1.9%
-$54.6 
CALY BlackRock Short-Term California Muni Bond ETF
-1.88%
-$434.16 
KVUE Kenvue Inc.
-1.86%
-$136.53 
NRG NRG Energy, Inc.
-1.85%
-$8.75 
VIPS Vipshop Holdings Ltd. ADR
-1.84%
-$7.05 
PLBY Playboy, Inc.
-1.82%
-$7.2 
GM General Motors Co.
-1.81%
-$166.6 
GDXY YieldMax Gold Miners Option Income Strategy ETF
-1.79%
-$25.91 
UNH UnitedHealth Group Inc.
-1.78%
-$30.32 
LOB Live Oak Bancshares, Inc.
-1.76%
-$8.19 
CAG Conagra Brands Inc.
-1.76%
-$1,461.21 
VMC Vulcan Materials Co.
-1.74%
-$14.04 
XE X-Energy, Inc. Class A Common Stock
-1.74%
-$7.4 
LUV Southwest Airlines Co.
-1.74%
-$584 
WPM Wheaton Precious Metals Corp.
-1.7%
-$199.03 
VZ Verizon Communications Inc.
-1.69%
-$931.77 
RUN Sunrun Inc.
-1.69%
-$8.58 
BX Blackstone Inc.
-1.68%
-$146 
PH Parker-Hannifin Corporation
-1.67%
-$164.51 
BLOX Nicholas Crypto Income ETF
-1.66%
-$0.19 
CNMD CONMED Corporation
-1.66%
-$11.48 
GLOB Globant S.A.
-1.64%
-$14.25 
JNJ Johnson & Johnson
-1.63%
-$2,429.71 
AU AngloGold Ashanti plc
-1.61%
-$82.2 
CAH Cardinal Health, Inc.
-1.61%
-$727.47 
CCAP Crescent Capital BDC Inc.
-1.6%
-$36.96 
VSNT Versant Media Group Inc. Class A Common Stock
-1.59%
-$11.33 
RTX RTX Corporation
-1.57%
-$49.04 
MRK Merck & Co., Inc.
-1.56%
-$1,108.6 
IDR Idaho Strategic Resources Inc.
-1.56%
-$10.85 
LW Lamb Weston Holdings, Inc.
-1.55%
-$1,560.37 
FDX FedEx Corp.
-1.53%
-$2,413.89 
EIC Eagle Point Income Company Inc.
-1.53%
-$13.5 
BAX Baxter International Inc.
-1.52%
-$0.39 
KHC The Kraft Heinz Company
-1.5%
-$37.5 
AMGN Amgen Inc. Common Stock
-1.48%
-$52.84 
NNN NNN REIT, Inc.
-1.47%
-$22.32 
DASH DoorDash, Inc. Class A Common Stock
-1.47%
-$24.61 
MGA Magna International Inc.
-1.45%
-$14.1 
GRBK Green Brick Partners, Inc.
-1.42%
-$11.04 
TMC TMC The Metals Company Inc.
-1.42%
-$3.5 
PSLV Sprott Physical Silver Trust
-1.42%
-$83.25 
UNP Union Pacific Corp.
-1.42%
-$16.88 
WMT Walmart Inc.
-1.4%
-$2,621.4 
HMC Honda Motor Co Ltd Sponsored ADR
-1.4%
-$20.37 
THQ abrdn Healthcare Opportunities Fund
-1.4%
-$106.08 
MAA Mid-America Apartment Communities, Inc.
-1.37%
-$23.24 
EXLS ExlService Holdings, Inc. Common Stock
-1.36%
-$118.75 
AG First Majestic Silver Corp.
-1.36%
-$28.29 
OBDC Blue Owl Capital Corporation
-1.33%
-$30.37 
MPT Medical Properties Trust Inc.
-1.29%
-$22.47 
SBUX Starbucks Corp.
-1.28%
-$13.1 
PFE Pfizer Inc.
-1.28%
-$4,356.69 
URI United Rentals Inc.
-1.28%
-$56.8 
JPM JPMorgan Chase & Co.
-1.27%
-$479.36 
SA Seabridge Gold Inc.
-1.27%
-$25.2 
V Visa Inc. Class A
-1.27%
-$526 
COST Costco Wholesale Corp
-1.26%
-$642.5 
JD JD.com, Inc. Sponsored ADR
-1.25%
-$11.2 
SOFI SoFi Technologies, Inc.
-1.22%
-$36.36 
KGC Kinross Gold Corporation
-1.21%
-$116.87 
CSX CSX Corporation
-1.2%
-$26.04 
AA Alcoa Corporation
-1.19%
-$0.92 
AMRC Ameresco Inc Class A Common Stock
-1.18%
-$7.87 
GSK GSK plc ADR
-1.17%
-$53.4 
RACE Ferrari N.V.
-1.17%
-$4.65 
MNTS Momentus Inc. Class A Common Stock
-1.16%
-$1.12 
AMP Ameriprise Financial Inc.
-1.16%
-$57.5 
SLV iShares Silver Trust
-1.16%
-$350.55 
CVS CVS Health Corporation Common Stock
-1.14%
-$45.36 
NVO Novo Nordisk A/S Sponsored ADR
-1.14%
-$42.75 
NFLX Netflix Inc.
-1.13%
-$248.52 
SBSW Sibanye Stillwater Ltd. ADR
-1.13%
-$14.7 
TFPM Triple Flag Precious Metals Corp.
-1.12%
-$19.8 
CINF Cincinnati Financial Corporation
-1.12%
-$18 
CONY YieldMax COIN Option Income Strategy ETF
-1.12%
-$12.2 
SLVR Sprott Silver Miners & Physical Silver ETF
-1.12%
-$382.46 
QBTS D-Wave Quantum Inc.
-1.12%
-$6.5 
ALLY Ally Financial Inc.
-1.11%
-$11.31 
DEO Diageo plc Sponsored ADR
-1.11%
-$46.01 
ITW Illinois Tool Works Inc.
-1.09%
-$58.05 
NLY Annaly Capital Management, Inc.
-1.09%
-$81.6 
EXC Exelon Corp.
-1.08%
-$20.86 
SLVO ETRACS Silver Shares Covered Call ETN
-1.08%
-$100.3 
MMM 3M Company
-1.07%
-$18.8 
IPAR Interparfums, Inc.
-1.07%
-$62 
LVHD Franklin U.S. Low Volatility High Dividend Index ETF
-1.06%
-$131.52 
DOC Healthpeak Properties, Inc.
-1.06%
-$54.33 
AEM Agnico Eagle Mines Limited
-1.06%
-$143.22 
SYM Symbotic Inc. Class A Common Stock
-1.04%
-$16.8 
WAT Waters Corporation
-1.03%
-$4.71 
SO The Southern Company
-1.03%
-$17,690.38 
DHR Danaher Corp.
-1.02%
-$18.84 
CRM Salesforce, Inc.
-1.02%
-$555.52 
BRK-B Berkshire Hathaway Inc.
-1.01%
-$97,383.39 
TTD The Trade Desk, Inc. Class A Common Stock
-1%
-$9.88 
SOUN SoundHound AI, Inc. Class A Common Stock
-1%
-$1.8 
XLI State Street Industrial Select Sector SPDR ETF
-1%
-$56.44 
CP Canadian Pacific Kansas City Ltd.
-0.99%
-$9 
HL Hecla Mining Company
-0.99%
-$12.6 
BEP Brookfield Renewable Partners L.P.
-0.99%
-$8.55 
BEN Franklin Templeton Inc.
-0.98%
-$6.2 
WULF TeraWulf Inc.
-0.97%
-$5.5 
SONO Sonos Inc.
-0.96%
-$2.55 
FVD First Trust Value Line Dividend Index Fund
-0.96%
-$113.49 
WAB Wabtec Corporation
-0.95%
-$18.45 
OR OR Royalties Inc.
-0.94%
-$18.9 
VIGI Vanguard International Dividend Appreciation ETF
-0.93%
-$123,889.96 
VICR Vicor Corp.
-0.92%
-$4.98 
VPU Vanguard Utilities ETF
-0.92%
-$142,101.52 
IGLD FT Vest Gold Strategy Target Income ETF
-0.89%
-$280.87 
ETR Entergy Corporation Common Stock
-0.89%
-$110.4 
GS The Goldman Sachs Group, Inc.
-0.87%
-$803.4 
ITA iShares U.S. Aerospace & Defense ETF
-0.87%
-$217.77 
UEC Uranium Energy Corp.
-0.87%
-$3.9 
UBS UBS Group AG
-0.86%
-$19.44 
FNV Franco-Nevada Corporation
-0.85%
-$29.55 
ALGN Align Technology Inc.
-0.84%
-$1.31 
NVTS Navitas Semiconductor Corporation
-0.83%
-$2.83 
SMCI Super Micro Computer Inc.
-0.83%
-$28 
HTGC Hercules Capital Inc.
-0.82%
-$25.52 
CCJ Cameco Corporation
-0.82%
-$70.31 
VST Vistra Corp.
-0.81%
-$11.4 
KEY KeyCorp
-0.8%
-$6.29 
VIG Vanguard Dividend Appreciation ETF
-0.79%
-$150,366.3 
NB NioCorp Developments Ltd.
-0.78%
-$5.78 
ASH Ashland Inc.
-0.78%
-$22.23 
ARCC Ares Capital Corp.
-0.77%
-$203.29 
DYLG Global X Dow 30 Covered Call & Growth ETF
-0.76%
-$464.4 
WFC Wells Fargo & Company
-0.75%
-$93.75 
COWZ Pacer US Cash Cows 100 ETF
-0.75%
-$654.48 
AGI Alamos Gold Inc. Class A Common Shares
-0.74%
-$45 
AB AllianceBernstein Holding L.P.
-0.73%
-$3.83 
TMO Thermo Fisher Scientific Inc.
-0.72%
-$44.1 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.7%
-$104.52 
AVDV Avantis International Small Cap Value ETF
-0.69%
-$227.12 
CEG Constellation Energy Corporation
-0.69%
-$203 
MDT Medtronic plc
-0.68%
-$19.14 
USB U.S. Bancorp
-0.68%
-$4.92 
TSLA Tesla, Inc.
-0.68%
-$843.28 
STWD Starwood Property Trust, Inc.
-0.68%
-$2.29 
HUYA Huya Inc. Sponsored ADR
-0.67%
-$0.9 
D Dominion Energy, Inc.
-0.67%
-$401.07 
GLD SPDR Gold Shares
-0.66%
-$649.25 
FBY YieldMax META Option Income Strategy ETF
-0.66%
-$6.6 
DUK Duke Energy Corporation
-0.65%
-$121.36 
SOLS Sollensys Corp
-0.65%
-$0.78 
AVLV Avantis U.S. Large Cap Value ETF
-0.65%
-$10.37 
RSP Invesco S&P 500 Equal Weight ETF
-0.65%
-$17.04 
NVT nVent Electric plc
-0.65%
-$12.45 
RIO Rio Tinto plc ADR
-0.65%
-$13.08 
O Realty Income Corp.
-0.64%
-$10.95 
VGK Vanguard FTSE Europe ETF
-0.64%
-$1,013.99 
GOOGL Alphabet Inc
-0.64%
-$327.06 
BIDU Baidu Inc. ADR
-0.64%
-$10.89 
RIVN Rivian Automotive, Inc. Class A
-0.62%
-$52.12 
VTV Vanguard Morningstar Value ETF
-0.62%
-$1,561 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.61%
-$40.48 
VLO Valero Energy Corporation
-0.6%
-$114.3 
PAVE Global X U.S. Infrastructure Development ETF
-0.59%
-$61.61 
VONV Vanguard Russell 1000 Value ETF
-0.58%
-$34,539.95 
IQLT iShares MSCI Intl Quality Factor ETF
-0.58%
-$11.31 
WTRG Essential Utilities Inc.
-0.58%
-$17.25 
BDX Becton, Dickinson and Company
-0.57%
-$16.03 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.57%
-$321.62 
PLD Prologis, Inc.
-0.57%
-$25.92 
AMZN Amazon.com Inc
-0.56%
-$2,511.62 
VCLT Vanguard Long-Term Corporate Bond ETF
-0.56%
-$117,400.8 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$103,837.75 
MOMO Hello Group Inc. Sponsored ADR
-0.55%
-$0.07 
DTD WisdomTree U.S. Total Dividend Fund
-0.54%
-$106.76 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$19.5 
CORN Teucrium Corn Fund
-0.53%
-$7.12 
GOOG Alphabet Inc
-0.53%
-$2,822.19 
META Meta Platforms Inc Class A
-0.52%
-$845.86 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.52%
-$1,067.64 
OMC Omnicom Group Inc.
-0.5%
-$1.64 
LHX L3Harris Technologies, Inc.
-0.5%
-$3.78 
PHYS Sprott Physical Gold Trust
-0.49%
-$142.65 
AAPL Apple Inc.
-0.49%
-$20,328.48 
MIND MIND Technology Inc.
-0.49%
-$2 
FDXF FedEx Freight Holding Company, Inc.
-0.49%
-$139.32 
UPS United Parcel Service, Inc. Class B Common Stock
-0.48%
-$134.26 
QS QuantumScape Corporation
-0.48%
-$12 
TOL Toll Brothers, Inc.
-0.48%
-$61.2 
BBDC Barings BDC Inc.
-0.48%
-$24.12 
PYPL PayPal Holdings, Inc.
-0.48%
-$62.42 
ROKU Roku, Inc. Class A Common Stock
-0.48%
-$460.53 
VBR Vanguard Small-Cap Value ETF
-0.47%
-$31,840.2 
RVI Robinhood Ventures Fund I
-0.46%
-$0.66 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.45%
-$31,922.4 
VOT Vanguard Mid-Cap Growth ETF
-0.45%
-$32,910.8 
RGTI Rigetti Computing, Inc.
-0.44%
-$5 
VNQ Vanguard Real Estate ETF
-0.43%
-$92,174.8 
BKDV BNY Mellon Dynamic Value ETF
-0.42%
-$17.55 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
-0.42%
-$17,320.62 
PLTY YieldMax PLTR Option Income Strategy ETF
-0.42%
-$4.5 
BTX BlackRock Technology and Private Equity Term Trust
-0.41%
-$11.9 
VOO Vanguard S&P 500 ETF
-0.41%
-$2,887.71 
IREN IREN Ltd.
-0.41%
-$19.95 
SCHD Schwab U.S. Dividend Equity ETF
-0.41%
-$142.97 
SPY State Street SPDR S&P 500 ETF Trust
-0.41%
-$62.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.4%
-$183.6 
VB Vanguard Small-Cap ETF
-0.4%
-$511.3 
RTO Rentokil Initial plc American Depositary Shares (each representing five Ordinary Shares)
-0.39%
-$6.21 
CGAU Centerra Gold Inc.
-0.39%
-$2.8 
IVV iShares Core S&P 500 ETF
-0.38%
-$67.62 
VYMI Vanguard International High Dividend Yield ETF
-0.38%
-$110,570.46 
QID ProShares UltraShort QQQ
-0.38%
-$2.48 
GMED Globus Medical Inc. Class A Common Stock
-0.37%
-$4.5 
FHN First Horizon Corporation
-0.36%
-$3.48 
VTI Vanguard Total Stock Market ETF
-0.36%
-$2,242.33 
SCHF Schwab International Equity ETF
-0.35%
-$15.96 
APP AppLovin Corporation Class A Common Stock
-0.35%
-$23.25 
VEA Vanguard FTSE Developed Markets ETF
-0.33%
-$172.27 
CMCSA Comcast Corp. Class A Common Stock
-0.33%
-$51.75 
XLG Invesco S&P 500 Top 50 ETF
-0.33%
-$17.63 
IWMI NEOS Russell 2000 High Income ETF
-0.32%
-$13.02 
TSPY TappAlpha S&P 500 Growth & Daily Income ETF
-0.32%
-$185.28 
IJR iShares Core S&P Small-Cap ETF
-0.31%
-$22.18 
EW Edwards Lifesciences Corporation
-0.31%
-$4.48 
GWRE Guidewire Software Inc.
-0.29%
-$19.6 
TLT iShares 20+ Year Treasury Bond ETF
-0.29%
-$1.2 
APD Air Products and Chemicals Inc.
-0.29%
-$85.92 
VUG Vanguard Morningstar Growth ETF
-0.29%
-$277.5 
FBCG Fidelity Blue Chip Growth ETF
-0.28%
-$932.96 
DC Dakota Gold Corp.
-0.28%
-$6.75 
DIS The Walt Disney Company
-0.28%
-$28.66 
KBR KBR Inc.
-0.28%
-$1.65 
WM Waste Management Inc.
-0.27%
-$74.02 
MP MP Materials Corp.
-0.27%
-$5.04 
BRKR Bruker Corp.
-0.27%
-$0.77 
BSTZ BlackRock Science and Technology Term Trust
-0.26%
-$17.5 
NEE NextEra Energy Inc.
-0.26%
-$37.59 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.25%
-$262.4 
VXUS Vanguard Total International Stock ETF
-0.25%
-$143.28 
CTRE CareTrust REIT, Inc.
-0.25%
-$6.3 
STM STMicroelectronics N.V.
-0.23%
-$22.5 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.22%
-$8,213.8 
VBK Vanguard Small-Cap Growth ETF
-0.22%
-$15,466.15 
GEV GE Vernova Inc.
-0.21%
-$188.1 
SCHH Schwab U.S. REIT ETF
-0.2%
-$1.57 
DFCF Dimensional Core Fixed Income ETF
-0.18%
-$55.73 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.17%
-$51.24 
POOL Pool Corporation
-0.17%
-$10.23 
VWOB Vanguard Emerging Markets Government Bond ETF
-0.17%
-$19,709.03 
DFIV Dimensional International Value ETF
-0.16%
-$1.71 
GD General Dynamics Corp.
-0.16%
-$15.4 
UP Wheels Up Experience Inc.
-0.16%
-$1.5 
BND Vanguard Total Bond Market ETF
-0.15%
-$67.1 
SNDA Sonida Senior Living, Inc.
-0.15%
-$14.4 
BIV Vanguard Intermediate-Term Bond ETF
-0.14%
-$62.69 
PFF iShares Preferred and Income Securities ETF
-0.14%
-$23,026.48 
DHI D.R. Horton, Inc.
-0.13%
-$3.51 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.12%
-$36.15 
FITB Fifth Third Bancorp
-0.11%
-$1.86 
VONG Vanguard Russell 1000 Growth ETF
-0.11%
-$8,191.26 
JOBY Joby Aviation, Inc.
-0.11%
-$0.5 
CTGO Contango Silver & Gold Inc.
-0.1%
-$0.15 
NVDA NVIDIA Corporation
-0.1%
-$1,291.56 
BIGY YieldMax Target 12 Big 50 Option Income ETF
-0.08%
-$4.01 
DRKY VistaShares Target 15 DRUKMacro Distribution ETF
-0.08%
-$46.03 
ARIS Aris Mining Corporation
-0.06%
-$1.5 
GEHC GE HealthCare Technologies Inc.
-0.06%
-$10.71 
WTPI WisdomTree Equity Premium Income Fund
-0.06%
-$23.94 
BITI ProShares Short Bitcoin ETF
-0.06%
-$0.12 
CFG Citizens Financial Group Inc.
-0.05%
-$0.87 
VWO Vanguard FTSE Emerging Markets ETF
-0.05%
-$14.7 
ETN Eaton Corporation plc
-0.05%
-$3.4 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.04%
-$25 
FPX First Trust US Equity Opportunities ETF
-0.03%
-$1.49 
VRT Vertiv Holdings Co Class A Common Stock
-0.03%
-$0.25 
WEAT Teucrium Wheat Fund
-0.02%
-$0.15 
PDI Pimco Dynamic Income Fund
-0.02%
-$0.51 Events
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Dividends
Dividend Analysis
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| Trades 2171 | Longs Won 1375/2171 63% | Profit Factor 13.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,175.62 |
| Average Win $64,656.98 | Best Trade (Oct 20) $4.9M | Sharpe Ratio -11.1 |
| Average Loss -$8,448.27 | Worst Trade (Oct 15) -$849,524.95 | Z-Score -0.91 (63.98%) |
| Commissions $0 | Avg. Trade Length 1y 1w 2d | Expectancy $37,852.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 2 | $104 | $76.48 | - | -$27.52 | -26.46% | -1.189% |
| AAL American Airlines Group Inc. | 140 | $1,746.14 | $1,674.4 | - | -$71.74 | -4.11% | -5.079% |
| AAPL Apple Inc. | 11,888 | $2.06M | $4.12M | - | $2.06M | 99.6% | -0.491% |
| AB AllianceBernstein Holding L.P. | 15 | $562 | $523.12 | - | -$38.88 | -6.92% | -0.726% |
| ABBV AbbVie Inc. | 23 | $5,788 | $6,567.88 | - | $779.88 | 13.47% | +0.13% |
| ABT Abbott Laboratories | 188 | $22,386.38 | $19,433.56 | - | -$2,952.82 | -13.19% | +0.839% |
| ACHR Archer Aviation Inc. Class A Common Stock | 550 | $5,560.62 | $2,142.25 | - | -$3,418.37 | -61.47% | +2.5% |
| ADBE Adobe Inc. | 103 | $42,432.05 | $27,317.14 | - | -$15,114.91 | -35.62% | -1.972% |
| AEM Agnico Eagle Mines Limited | 77 | $7,323.98 | $13,420.33 | - | $6,096.35 | 83.24% | -1.056% |
| AFL Aflac Incorporated | 375 | $39,548 | $45,262.5 | - | $5,714.5 | 14.45% | -2.085% |
| AFRM Affirm Holdings, Inc. Class A Common Stock | 400 | $12,084 | $28,288 | - | $16,204 | 134.09% | -2.32% |
| AG First Majestic Silver Corp. | 138 | $1,696.3 | $2,058.27 | - | $361.97 | 21.34% | -1.356% |
| AGI Alamos Gold Inc. Class A Common Shares | 200 | $4,584.73 | $6,015 | - | $1,430.27 | 31.2% | -0.743% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 2,500 | $63,600 | $62,500 | - | -$1,100 | -1.73% | -0.04% |
| AI C3.ai, Inc. Class A Common Stock | 2,100 | $60,306.05 | $25,672.5 | - | -$34,633.55 | -57.43% | +1.621% |
| ALAB Astera Labs, Inc. | 110 | $15,031.05 | $28,603.3 | - | $13,572.25 | 90.29% | +0.857% |
| ALB Albemarle Corporation | 17 | $1,419.03 | $1,598.76 | - | $179.73 | 12.67% | +1.626% |
| ALGN Align Technology Inc. | 1 | $209 | $154.2 | - | -$54.8 | -26.22% | -0.842% |
| ALLY Ally Financial Inc. | 26 | $1,022 | $1,010.75 | - | -$11.25 | -1.1% | -1.107% |
| AMD Advanced Micro Devices Inc. | 426 | $67,675.65 | $220,672.26 | - | $152,996.61 | 226.07% | +1.985% |
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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 Brian Dechow?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Information Technology ETF - $10.83M, Vanguard Russell 1000 Growth ETF - $8.99M, Berkshire Hathaway Inc - $4.58M, Vanguard Mid-Cap Growth ETF - $3.97M, and Vanguard Small-Cap Growth ETF - $3.87M. 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: Vanguard Short-Term Bond ETF - $17,761.29, Danaher Corp - $10,811.75, iShares Core MSCI Total International Stock ETF - $9,219.69, Wheels Up Experience Inc - $6,815.5, and Wingstop Inc - $4,542.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Dechow's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.75M earned over time. The largest contributors to dividend income include Vanguard International High Dividend Yield ETF - $2.81M, Vanguard Long-Term Corporate Bond ETF - $2.62M, Vanguard Real Estate ETF - $1.79M, iShares Preferred and Income Securities ETF - $1.74M, and Vanguard Short-Term Inflation-Protected Securities ETF - $1.36M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Dechow's monthly returns?
Brian Dechow'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 Brian Dechow's strategy be considered aggressive or moderate?
Brian Dechow'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 Brian Dechow's strategy?
Brian Dechow'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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