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:
63.54%
Gain +0.92%
Monthly
1.35%
Yearly
17.43%
Drawdown
16.08%
$295.41M
Equity
Holdings
$295.41M
Investment
$255.78M
$84.83M
Profit +$1.89M
Realized
$45.2M
Unrealized
$39.63M
Dividends
$17.09M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.92%
Profit
$1.89M
Win %
61%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$2.54M
Win %
61%
This Month
Compared to last month
Gain
-0.51%
Profit
-$1.51M
Win %
61%
This Year
Compared to last year
Gain
0.66%
Profit
$2.1M
Win %
64%
HPE Hewlett Packard Enterprise Company
+11.6%
+$9,082.29 
INSP Inspire Medical Systems, Inc.
+7.43%
+$30.36 
SWKS Skyworks Solutions Inc.
+6.56%
+$440.8 
NMAX Newsmax Inc.
+6.56%
+$144 
JNUG Direxion Daily Junior Gold Miners Index Bull 2X Shares
+5.98%
+$107.9 
BE Bloom Energy Corporation
+5.9%
+$152.4 
MSTY YieldMax MSTR Option Income Strategy ETF
+5.76%
+$46.48 
WULF TeraWulf Inc.
+5.45%
+$44 
NVTS Navitas Semiconductor Corporation
+5.2%
+$23.2 
ANET Arista Networks, Inc.
+5.01%
+$378.8 
XRP Bitwise XRP ETF
+4.54%
+$878.86 
AMRC Ameresco Inc.
+4.52%
+$36.05 
CONY YieldMax COIN Option Income Strategy ETF
+4.36%
+$50.94 
SYM Symbotic Inc. Class A
+4.16%
+$68.4 
VICR Vicor Corporation
+4.08%
+$21.82 
SHOP Shopify Inc.
+4.04%
+$4,439.82 
FIX Comfort Systems USA, Inc.
+3.99%
+$317.55 
LUMN Lumen Technologies Inc.
+3.96%
+$269.8 
PLTK Playtika Holding Corp
+3.83%
+$17 
MPC Marathon Petroleum Corporation
+3.77%
+$6,000.68 
SMCI Super Micro Computer Inc
+3.67%
+$137 
FDXF FedEx Freight Holding Company Inc.
+3.48%
+$1,111.98 
ETN Eaton Corporation plc
+3.46%
+$283.2 
RIVN Rivian Automotive, Inc.
+3.43%
+$382.25 
BLOX Nicholas Crypto Income ETF
+3.33%
+$0.46 
NG NovaGold Resources Inc.
+3.29%
+$25 
EGO Eldorado Gold Corporation
+3.27%
+$182 
WPRT Westport Fuel Systems Inc.
+3.26%
+$57.4 
VFC V.F. Corporation
+3.25%
+$362.85 
ARIS Aris Water Solutions Inc.
+3.25%
+$94.5 
RKLB Rocket Lab Corporation
+3.24%
+$421.47 
SANM Sanmina Corporation
+3.19%
+$38.97 
TXN Texas Instruments Inc
+3.13%
+$186.53 
HMC Honda Motor Co., Ltd.
+3.13%
+$41.58 
IBM International Business Machines Corporation
+3.13%
+$790.56 
BX Blackstone Inc.
+3.13%
+$286.16 
MRVL Marvell Technology, Inc.
+3.1%
+$562.4 
NVT nVent Electric plc
+3.07%
+$71.4 
QCOM QUALCOMM Incorporated
+3%
+$68.97 
AI C3.ai Inc.
+2.97%
+$653.52 
VLO Valero Energy Corporation
+2.94%
+$509.4 
GEV GE Vernova Inc.
+2.92%
+$2,972.2 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
+2.92%
+$116.25 
RGTI Rigetti Computing Inc
+2.9%
+$44 
IBIT iShares Bitcoin Trust
+2.9%
+$1,763.41 
GOTU Gaotu Techedu Inc.
+2.88%
+$1.92 
SCI Service Corporation International
+2.88%
+$57.37 
ACHR Archer Aviation Inc.
+2.86%
+$85.69 
CTGO Contango Ore Inc.
+2.86%
+$5.4 
APLD Applied Digital Corporation
+2.83%
+$71.54 
CAVA Cava Group Inc.
+2.78%
+$150 
CLS Celestica Inc.
+2.77%
+$513 
QBTS D-Wave Quantum Inc.
+2.76%
+$23 
USAS Americas Gold and Silver Corporation
+2.75%
+$70 
TFPM Triple Flag Precious Metals Corp
+2.73%
+$54 
FISV Fiserv, Inc.
+2.72%
+$508.48 
GBTC Grayscale Bitcoin Trust ETF
+2.72%
+$383.94 
VRT Vertiv Holdings Co
+2.69%
+$33.37 
RUN Sunrun Inc.
+2.65%
+$15.09 
IDR Idaho Strategic Resources, Inc.
+2.6%
+$27.82 
GROY Gold Royalty Corp
+2.59%
+$46.75 
IAG Iamgold Corporation
+2.59%
+$26 
SONO Sonos Inc.
+2.53%
+$5.55 
WPM Wheaton Precious Metals Corp.
+2.52%
+$361 
INTC Intel Corporation
+2.45%
+$1,978.73 
QS QuantumScape Corp
+2.41%
+$75 
SA Seabridge Gold Inc.
+2.39%
+$59.2 
SLVR Sprott Silver Miners & Physical Silver ETF
+2.33%
+$1,022.33 
CCI Crown Castle Inc.
+2.31%
+$165.38 
RDW Redwire Corporation
+2.3%
+$62.5 
AMT American Tower Corporation
+2.29%
+$142.74 
CRM Salesforce Inc
+2.27%
+$1,195.67 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.25%
+$112.87 
XSD SPDR S&P Semiconductor ETF
+2.21%
+$162.22 
BIDU Baidu Inc.
+2.18%
+$43.45 
PATH Uipath Inc.
+2.16%
+$60 
CAT Caterpillar Inc.
+2.15%
+$433.5 
NTNX Nutanix, Inc.
+2.13%
+$5,345.64 
AGI Alamos Gold Inc.
+2.13%
+$152 
SLV iShares Silver Trust
+2.1%
+$744.15 
HL Hecla Mining Company
+2.1%
+$37.8 
NB NioCorp Developments Ltd.
+2.1%
+$19.98 
BA Boeing Company
+2.08%
+$1,503.82 
KGC Kinross Gold Corporation
+2.07%
+$255 
BB BlackBerry Ltd.
+2.06%
+$38.75 
DC Dakota Gold Corp
+2.03%
+$54 
IAUX I-80 Gold Corp.
+2.02%
+$50.75 
NOVT Novanta Inc.
+2.01%
+$452.24 
FNV Franco-Nevada Corporation
+2.01%
+$78.53 
AFRM Affirm Holdings, Inc.
+1.97%
+$536 
OWL Blue Owl Capital Inc.
+1.97%
+$20.5 
BLK BlackRock, Inc.
+1.96%
+$4,668.16 
BBAI BigBear.ai Holdings Inc.
+1.95%
+$2.2 
APO Apollo Global Management, Inc.
+1.94%
+$12.4 
GDXY YieldMax Gold Miners Option Income Strategy ETF
+1.91%
+$32.97 
VPL Vanguard FTSE Pacific ETF
+1.9%
+$996.66 
SCCO Southern Copper Corporation
+1.9%
+$18.7 
AEM Agnico Eagle Mines Limited
+1.89%
+$285.67 
SLVO UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note
+1.87%
+$206.08 
CGAU Centerra Gold Inc.
+1.86%
+$14.7 
AAPL Apple Inc.
+1.84%
+$71,446.76 
GOOGL Alphabet Inc
+1.81%
+$953.53 
DQ Daqo New Energy Corp.
+1.79%
+$1.05 
KD Kyndryl Holdings Inc.
+1.77%
+$11.47 
GOOG Alphabet Inc
+1.75%
+$9,640.33 
AMZN Amazon.com Inc
+1.74%
+$7,774.5 
IONQ IonQ, Inc.
+1.72%
+$101.6 
ARKK ARK Innovation ETF Fund
+1.72%
+$50.05 
NEM Newmont Corporation
+1.72%
+$238.15 
ORCL Oracle Corporation
+1.71%
+$759.8 
MIR Mirion Technologies, Inc.
+1.71%
+$4.86 
ISRG Intuitive Surgical, Inc.
+1.7%
+$12.28 
T AT&T Inc.
+1.7%
+$836.94 
OR OR ROYALTIES INC COMMON STOCK
+1.7%
+$36.6 
NOK Nokia Corporation Sponsored ADR
+1.7%
+$0.18 
AMSC American Superconductor Corporation
+1.69%
+$266.75 
YMAX YieldMax Universe Fund of Option Income ETFs
+1.68%
+$56.25 
KRMN Karman Holdings Inc.
+1.68%
+$4.61 
NOW ServiceNow, Inc.
+1.66%
+$261.6 
DAL Delta Air Lines, Inc.
+1.66%
+$64.75 
BABA Alibaba Group Holding Limited SP ADR
+1.64%
+$64.08 
PHYS Sprott Physical Gold Trust
+1.61%
+$499.27 
PSLV Sprott Physical Silver Trust
+1.6%
+$111.22 
IYW iShares U.S. Technology ETF
+1.59%
+$138.95 
AMD Advanced Micro Devices, Inc.
+1.58%
+$3,382.44 
META Meta Platforms Inc Class A
+1.53%
+$2,469.84 
IREN IREN Limited
+1.51%
+$125.4 
FCX Freeport-McMoRan Inc.
+1.5%
+$85.6 
AMKR Amkor Technology Inc.
+1.49%
+$48.1 
GLD SPDR Gold Shares
+1.48%
+$1,550.25 
PAAS Pan American Silver Corp.
+1.46%
+$51.8 
SOUN SoundHound AI Inc.
+1.45%
+$3.64 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+1.44%
+$451.55 
PLUG Plug Power Inc.
+1.42%
+$2.1 
UBS UBS Group AG
+1.41%
+$36.48 
ZS Zscaler Inc.
+1.41%
+$73.6 
AAL American Airlines Group Inc.
+1.4%
+$25.21 
SBSW Sibanye Stillwater Ltd - ADR
+1.39%
+$24.5 
CBRS Cerebras Systems Inc.
+1.39%
+$266 
JPM JPMorgan Chase & Co.
+1.38%
+$545.44 
AUGO Aura Minerals Inc.
+1.35%
+$22.08 
ASTS AST SpaceMobile, Inc.
+1.34%
+$131.22 
CRL Charles River Laboratories International, Inc.
+1.34%
+$216.53 
AU AngloGold Ashanti plc
+1.34%
+$83.4 
F Ford Motor Company
+1.33%
+$96.75 
AG First Majestic Silver Corp
+1.33%
+$36.96 
OKE ONEOK, Inc.
+1.33%
+$1,333.5 
DJT Trump Media & Technology Group Corp.
+1.33%
+$10.83 
SMH VanEck Semiconductor ETF
+1.31%
+$1,731.05 
XFLT XAI Octagon Floating Rate & Alternative Income Trust
+1.29%
+$61.5 
ATLX Atlas Lithium Inc.
+1.29%
+$30 
VGT Vanguard Information Technology ETF
+1.29%
+$137,301.78 
GS The Goldman Sachs Group, Inc.
+1.28%
+$1,343.12 
AXP American Express Company
+1.27%
+$260.48 
IGLD FT Vest Gold Strategy Target Fund
+1.26%
+$425.32 
XLK State Street Technology Select Sector SPDR ETF
+1.26%
+$470.66 
ABBV AbbVie Inc.
+1.25%
+$73.37 
PLTR Palantir Technologies Inc.
+1.25%
+$2,564.73 
VZ Verizon Communications Inc.
+1.24%
+$755.16 
WFC Wells Fargo & Company
+1.24%
+$166.5 
EFAS Global X MSCI SuperDividend EAFE ETF
+1.22%
+$393.81 
SCHF Schwab International Equity ETF
+1.22%
+$57.12 
SNDA Sonida Senior Living Inc.
+1.21%
+$138.24 
TPL Texas Pacific Land Corporation
+1.2%
+$8.8 
JOBY Joby Aviation, Inc.
+1.19%
+$7.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.19%
+$640.39 
TSLA Tesla, Inc.
+1.19%
+$1,434.24 
CVX Chevron Corporation
+1.18%
+$467.79 
NVDA NVIDIA Corporation
+1.18%
+$15,836.25 
TER Teradyne, Inc.
+1.18%
+$21.8 
COPX Global X Copper Miners ETF
+1.17%
+$31.2 
NRG NRG Energy, Inc.
+1.16%
+$6.45 
VIPS Vipshop Holdings Ltd - ADR
+1.15%
+$4.35 
PLTY YieldMax PLTR Option Income Strategy ETF
+1.15%
+$11.7 
ETSY Etsy Inc.
+1.15%
+$251.74 
FBY YieldMax META Option Income Strategy ETF
+1.13%
+$12 
ENPH Enphase Energy, Inc.
+1.12%
+$1.24 
VUG Vanguard Growth ETF
+1.12%
+$1,087.8 
PL PLANET LABS PBC
+1.11%
+$20.35 
DYLG Global X Dow 30 Covered Call & Growth ETF
+1.11%
+$671.62 
MGA Magna International Inc.
+1.1%
+$10.8 
NCLH Norwegian Cruise Line Holdings Ltd.
+1.1%
+$16.8 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.09%
+$324.52 
SNAP Snap Inc.
+1.09%
+$12 
PAVE Global X U.S. Infrastructure Development ETF
+1.09%
+$117.16 
LUV Southwest Airlines Co.
+1.09%
+$336 
VEU Vanguard FTSE All-World ex-US ETF
+1.08%
+$1,194.05 
SOFI SoFi Technologies, Inc.
+1.07%
+$37.37 
XLG Invesco S&P 500 Top 50 ETF
+1.07%
+$57.62 
SPOT Spotify Technology S.A.
+1.07%
+$5.59 
VONG Vanguard Russell 1000 Growth Fund
+1.07%
+$78,109.51 
DFIV Dimensional International Value ETF
+1.06%
+$11.69 
TSPY Tappalpha SPY G and D Index ETF
+1.06%
+$613.74 
CVLT Commvault Systems Inc.
+1.05%
+$143.52 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.05%
+$634.4 
SOXX iShares Semiconductor ETF
+1.04%
+$1,684.8 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+1.04%
+$18.72 
MSI Motorola Solutions, Inc.
+1.04%
+$3,150.55 
WAT Waters Corporation
+1.04%
+$4.16 
BIGY YieldMax Target 12 Big 50 Option Income ETF
+1.02%
+$52.47 
PCRX Pacira BioSciences Inc.
+1.02%
+$6.93 
JD JD.com Inc.
+1.02%
+$9.62 
ASML ASML Holding N.V. New York Registry Shares
+1.02%
+$51.42 
CALY BlackRock Short-Term California Muni Bond ETF
+1.01%
+$249.24 
XLI Industrial Select Sector SPDR Fund
+1.01%
+$58.82 
URI United Rentals, Inc.
+1.01%
+$40 
XLE Energy Select Sector SPDR Fund
+1%
+$62.4 
GLOB Globant S.A.
+0.99%
+$6.93 
GT The Goodyear Tire & Rubber Company
+0.99%
+$2.75 
TMO Thermo Fisher Scientific Inc.
+0.99%
+$53.91 
CQQQ Invesco China Technology ETF
+0.99%
+$9.55 
XLRI The Real Estate Select Sector SPDR Premium Income Fund
+0.98%
+$47.71 
RCL Royal Caribbean Group
+0.97%
+$75.3 
SOLS Sollensys Corp
+0.97%
+$1.19 
SPY SPDR S&P 500 ETF Trust
+0.97%
+$146.4 
MNTS Momentus Inc.
+0.96%
+$1.75 
PSFE Paysafe Limited
+0.96%
+$0.12 
VOO Vanguard S&P 500 ETF
+0.95%
+$6,581.9 
KQQQ Kurv Tech Titans Select ETF
+0.94%
+$441.72 
IVV iShares Core S&P 500 ETF
+0.94%
+$165.14 
MSFT Microsoft Corp.
+0.94%
+$5,236.53 
DG Dollar General Corporation
+0.94%
+$78.2 
VDE Vanguard Energy ETF
+0.94%
+$131,341.68 
AVDV Avantis International Small Cap Value ETF
+0.93%
+$319.81 
FBCG Fidelity Blue Chip Growth Fund
+0.93%
+$3,128.16 
VYMI Vanguard International High Dividend Yield Index Fund
+0.93%
+$275,859.12 
PH Parker-Hannifin Corporation
+0.92%
+$94.43 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.92%
+$5,697.25 
RACE Ferrari N.V.
+0.91%
+$3.72 
BTX BlackRock Technology and Private Equity Fund
+0.91%
+$27.2 
VONV Vanguard Russell 1000 Value Index Fund
+0.89%
+$51,497.82 
QQQ Invesco QQQ Trust, Series 1
+0.89%
+$5,918.88 
COWZ Pacer US Cash Cows 100 ETF
+0.88%
+$739.32 
BSTZ BlackRock Science and Technology Term Trust
+0.88%
+$67.5 
SYF Synchrony Financial
+0.87%
+$9.82 
RCAT Red Cat Holdings, Inc.
+0.87%
+$7.7 
QDTE Roundhill Innovation-100 ETF
+0.86%
+$33.08 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.86%
+$111,770.29 
BKDV BNY Mellon Dynamic Value ETF
+0.86%
+$35.7 
EPAM Epam Systems Inc.
+0.86%
+$2.94 
DTD WisdomTree U.S. Total Dividend Fund
+0.84%
+$162.4 
HONA Honeywell Aerospace Inc.
+0.84%
+$6.44 
XOM Exxon Mobil Corporation
+0.83%
+$4,992.84 
VBK Vanguard Small-Cap Growth ETF
+0.83%
+$61,428.06 
QQQM Invesco NASDAQ 100 ETF
+0.83%
+$269.73 
VGK Vanguard FTSE Europe ETF
+0.83%
+$1,361.12 
HUBS HubSpot, Inc.
+0.83%
+$9.3 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.83%
+$34.02 
WTPI WisdomTree Equity Premium Income Fund
+0.83%
+$312.15 
CEG Constellation Energy Corporation
+0.83%
+$274.31 
RGLD Royal Gold Inc.
+0.83%
+$56.69 
LU Lufax Holding Ltd. ADR
+0.83%
+$0.28 
PCAR PACCAR Inc.
+0.82%
+$21.21 
VOE Vanguard Mid-Cap Value ETF
+0.82%
+$57,052.8 
TDOC Teladoc Health Inc.
+0.82%
+$0.4 
DOCU DocuSign Inc.
+0.82%
+$170.1 
RIO Rio Tinto Plc Sponsored ADR
+0.81%
+$19.44 
QQQI Neos NASDAQ-100 High Income ETF
+0.81%
+$521.84 
VMC Vulcan Materials Company
+0.81%
+$6.09 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$148,832.46 
GTM ZoomInfo Technologies Inc.
+0.79%
+$3 
SLB Schlumberger Limited
+0.79%
+$17.6 
LULU lululemon athletica inc.
+0.78%
+$17.48 
AMP Ameriprise Financial, Inc.
+0.78%
+$43.1 
HD The Home Depot, Inc.
+0.78%
+$1,325.66 
HWM Howmet Aerospace Inc.
+0.77%
+$12.36 
CF CF Industries Holdings, Inc.
+0.77%
+$9.4 
PG Procter & Gamble Co
+0.77%
+$132 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.77%
+$113.88 
AWP abrdn Global Premier Properties Fund
+0.76%
+$39.61 
JNJ Johnson & Johnson
+0.76%
+$1,120.33 
TEM Tempus AI, Inc.
+0.75%
+$44.88 
AVLV Avantis U.S. Large Cap Value ETF
+0.75%
+$11.81 
VO Vanguard Mid-Cap ETF
+0.75%
+$1,525.2 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.74%
+$413.81 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.74%
+$143.88 
VTV Vanguard Value ETF
+0.74%
+$1,839.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.74%
+$336.6 
STM STMicroelectronics N.V.
+0.74%
+$84.37 
TMC TMC the metals company Inc.
+0.73%
+$2.92 
WMB The Williams Companies, Inc.
+0.73%
+$88.51 
IQLT iShares MSCI International Quality Factor ETF
+0.73%
+$14.23 
VIG Vanguard Dividend Appreciation ETF
+0.72%
+$132,836.55 
BCE BCE Inc.
+0.71%
+$36.8 
VG Venture Global Inc.
+0.71%
+$13.75 
VTRS Viatris Inc.
+0.7%
+$160.31 
FIVN Five9 Inc.
+0.69%
+$4.62 
EXLS ExlService Holdings Inc.
+0.69%
+$48.72 
VWO Vanguard FTSE Emerging Markets ETF
+0.68%
+$200.9 
VOT Vanguard Mid-Cap Growth ETF
+0.68%
+$50,632 
PYPL PayPal Holdings Inc
+0.68%
+$81.72 
MSFO YieldMax MSFT Option Income Strategy ETF
+0.67%
+$8.96 
ARKG ARK Genomic Revolution ETF
+0.66%
+$6 
NFLX Netflix, Inc.
+0.66%
+$163.53 
WD Walker & Dunlop Inc.
+0.66%
+$9.8 
DIS The Walt Disney Company
+0.64%
+$61.88 
APA APA Corporation
+0.63%
+$8.68 
BEN Franklin Resources Inc.
+0.62%
+$4.2 
RSP Invesco S&P 500 Equal Weight ETF
+0.62%
+$15.96 
VB Vanguard Small-Cap ETF
+0.62%
+$810.88 
NFLY YieldMax NFLX Option Income Strategy ETF
+0.61%
+$14.71 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.6%
+$40,498.5 
V Visa Inc. Class A
+0.6%
+$221 
PFF iShares Preferred and Income Securities ETF
+0.6%
+$103,561.59 
MMM 3M Company
+0.6%
+$9.7 
CRGY Crescent Energy Inc.
+0.59%
+$4.25 
BIRK Birkenstock Holding plc
+0.59%
+$0.9 
IWMI Neos Russell 2000 High Income ETF
+0.58%
+$24.78 
ARM Arm Holdings plc American Depositary Receipt
+0.57%
+$87.6 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.57%
+$118,868.31 
KMI Kinder Morgan, Inc.
+0.56%
+$479.85 
IJH iShares Core S&P Mid-Cap ETF
+0.56%
+$20.5 
IDVO Amplify CWP International Enhanced Dividend Income ETF
+0.55%
+$169.91 
DNOW Dnow Inc.
+0.55%
+$5.95 
XYZY YieldMax SQ Option Income Strategy ETF
+0.55%
+$16.34 
BZUN Baozun Inc.
+0.55%
+$0.7 
DASH DoorDash, Inc.
+0.55%
+$9.9 
OBDC Blue Owl Capital Corporation
+0.54%
+$13.5 
TLT iShares 20+ Year Treasury Bond ETF
+0.53%
+$2.15 
ITA iShares U.S. Aerospace & Defense ETF
+0.53%
+$140.91 
BHP BHP Group Ltd.
+0.53%
+$12.42 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.52%
+$22,863.22 
WAB Wabtec Corporation
+0.51%
+$10.08 
AVGO Broadcom Inc.
+0.51%
+$459.41 
ITW Illinois Tool Works Inc.
+0.5%
+$25.08 
GM General Motors Company
+0.49%
+$49.98 
PLD Prologis Inc.
+0.49%
+$23.58 
LE Lands' End Inc.
+0.48%
+$0.55 
ONDS Ondas Holdings Inc.
+0.48%
+$1.4 
THQ Abrdn Healthcare Opportunities Fund
+0.48%
+$37.13 
IJR iShares Core S&P Small-Cap ETF
+0.47%
+$34.17 
BP BP p.l.c. Sponsored ADR
+0.46%
+$13.24 
VNQ Vanguard Real Estate ETF
+0.45%
+$97,935.73 
USB U.S. Bancorp
+0.43%
+$3.24 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.42%
+$22.93 
LNG Cheniere Energy Inc.
+0.42%
+$11.6 
MPT Medical Properties Trust, Inc.
+0.41%
+$9.63 
XYZ Block, Inc.
+0.41%
+$11.2 
AZTA Azenta, Inc.
+0.4%
+$9.72 
NKE Nike, Inc. - Class B
+0.39%
+$60.42 
GE General Electric Company
+0.39%
+$790.03 
GSK GSK plc Sponsored ADR
+0.38%
+$16.46 
TTE TotalEnergies SE
+0.38%
+$7.35 
UP Wheels Up Experience Inc.
+0.38%
+$4.5 
LOW Lowe's Companies Inc.
+0.38%
+$292.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$128.18 
OXLC Oxford Lane Capital Corp
+0.37%
+$43.12 
D Dominion Energy, Inc.
+0.35%
+$212.06 
NEE NextEra Energy, Inc.
+0.35%
+$51.91 
SCHH Schwab U.S. REIT ETF
+0.35%
+$2.8 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.34%
+$24.64 
DEO Diageo plc Sponsored ADR
+0.32%
+$12.04 
FITB Fifth Third Bancorp
+0.32%
+$5.42 
PTEN Patterson-UTI Energy Inc.
+0.31%
+$3.6 
ARCC Ares Capital Corporation
+0.3%
+$84.12 
SPCX Space Exploration Technologies Corp. Class A
+0.3%
+$121.95 
LVHD Franklin U.S. Low Volatility ETF
+0.3%
+$35.62 
APPN Appian Corporation
+0.29%
+$6.3 
COHR Coherent Corp.
+0.29%
+$4.3 
ETR Entergy Corporation
+0.29%
+$35.65 
EIC Eagle Point Income Company Inc.
+0.29%
+$2.85 
WMT Walmart Inc.
+0.28%
+$462.6 
MAA Mid-America Apartment Communities, Inc.
+0.28%
+$4.9 
ROKU Roku, Inc.
+0.25%
+$228.76 
HUYA Huya Inc.
+0.24%
+$0.3 
DHI D.R. Horton, Inc.
+0.23%
+$5.67 
CRDO Credo Technology Group Holding Ltd.
+0.23%
+$18 
BRKR Bruker Corporation
+0.22%
+$0.6 
FVD First Trust Value Line Dividend Index Fund
+0.22%
+$25.74 
MO Altria Group, Inc.
+0.22%
+$11.25 
DUK Duke Energy Corporation
+0.21%
+$37 
GRBK Green Brick Partners Inc.
+0.21%
+$1.68 
UIS Unisys Corporation
+0.21%
+$55 
SO The Southern Company
+0.2%
+$3,299.76 
TFC Truist Financial Corporation
+0.2%
+$18 
AMRZ Amrize Ltd.
+0.2%
+$2 
TOL Toll Brothers Inc
+0.2%
+$23.4 
LYB LyondellBasell Industries N.V.
+0.19%
+$2.25 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.19%
+$7,275.08 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.18%
+$22,524.6 
EOG EOG Resources, Inc.
+0.18%
+$2.7 
FPX First Trust US Equity Opportunities ETF
+0.18%
+$8.78 
ALLY Ally Financial Inc.
+0.18%
+$1.95 
HTGC Hercules Capital Inc.
+0.17%
+$5.67 
BBDC Barings BDC Inc.
+0.17%
+$9.04 
BRK-B Berkshire Hathaway Inc.
+0.17%
+$15,376.38 
CP Canadian Pacific Kansas City Limited
+0.17%
+$1.5 
DFCF Dimensional Core Fixed Income ETF
+0.16%
+$48.3 
CI The Cigna Group
+0.15%
+$2.1 
COP ConocoPhillips
+0.15%
+$25.2 
CFG Citizens Financial Group, Inc.
+0.14%
+$2.5 
ZM Zoom Video Communications, Inc.
+0.14%
+$27 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$61 
NBIS Nebius Group N.V.
+0.14%
+$8 
MNKD MannKind Corporation
+0.13%
+$144.25 
VST Vistra Corp
+0.13%
+$1.9 
PDD PDD Holdings Inc. American Depositary Shares
+0.13%
+$0.8 
IPAR Inter Parfums, Inc.
+0.13%
+$7 
SMA SmartStop Self Storage REIT Inc.
+0.12%
+$20.04 
AFL Aflac Inc.
+0.12%
+$52.5 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.12%
+$53.73 
SUN Sunoco L.P.
+0.12%
+$3.33 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.12%
+$75 
DRAM Roundhill Memory ETF
+0.1%
+$1.8 
OXY Occidental Petroleum Corporation
+0.1%
+$11.82 
APD Air Products and Chemicals, Inc.
+0.09%
+$24.48 
KO The Coca-Cola Company
+0.09%
+$67.5 
GD General Dynamics Corporation
+0.08%
+$8.12 
EXC Exelon Corporation
+0.08%
+$1.5 
VPU Vanguard Utilities ETF
+0.08%
+$11,668.16 
EVTL Vertical Aerospace Ltd.
+0.07%
+$0.02 
EGGY NestYield Dynamic Income ETF
+0.06%
+$5.84 
SFM Sprouts Farmers Market, Inc.
+0.05%
+$1.82 
OGN Organon & Co.
+0.04%
+$0.16 
BEP Brookfield Renewable Partners L.P.
+0.03%
+$0.3 
STWD Starwood Property Trust Inc.
+0.03%
+$0.14 
HBAN Huntington Bancshares Incorporated
+0.03%
+$1.08 
EPD Enterprise Products Partners L.P.
+0.03%
+$2.02 
CHRD Chord Energy Corp
+0.02%
+$2.94 
TARS Tarsus Pharmaceuticals Inc.
0%
+$0.01 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
PLBY Plby Group Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
JPC Nuveen Preferred & Income Opportunities Fund
0%
$0 
DRKY VistaShares Target 15 DRUKMacro Distribution 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 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$852.39 
SMR NuScale Power Corporation
-7.74%
-$43.45 
OKLO Oklo Inc.
-5.34%
-$2.13 
METC Ramaco Resources, Inc.
-5.33%
-$61 
XE X-Energy Inc.
-4.04%
-$25.6 
ALB Albemarle Corporation
-3.51%
-$72.93 
RUM Rumble Inc.
-3.46%
-$189.21 
CLX The Clorox Company
-3.31%
-$26.41 
CNR Core Natural Resources, Inc.
-2.91%
-$63.03 
FMC FMC Corporation
-2.81%
-$22.44 
RVI Robinhood Ventures Fund I
-2.62%
-$4.08 
PZZA Papa John's International, Inc.
-2.61%
-$33.6 
BITI ProShares Short Bitcoin ETF
-2.6%
-$6 
NVO Novo Nordisk A/S Sponsored ADR
-2.35%
-$98.33 
FIS Fidelity National Information Services, Inc.
-2.08%
-$591.2 
COAL Range Global Coal Index ETF
-2.01%
-$8.32 
NSP Insperity Inc.
-1.78%
-$39.83 
WEAT Teucrium Commodity Trust - Teucrium Wheat Fund
-1.7%
-$13.65 
SQM Quimica y Minera Chilena S.A. ADR
-1.7%
-$3.69 
QID ProShares UltraShort QQQ
-1.68%
-$11.03 
SITE SiteOne Landscape Supply Inc.
-1.67%
-$71.1 
EW Edwards Lifesciences Corporation
-1.65%
-$22.96 
URNM Sprott Uranium Miners ETF
-1.56%
-$29.75 
CNQ Canadian Natural Resources Limited
-1.55%
-$40.18 
POOL Pool Corporation
-1.54%
-$84.01 
NWL Newell Brands Inc.
-1.45%
-$4.25 
CACI Caci International Inc.
-1.43%
-$26.79 
TGLS Tecnoglass Inc.
-1.33%
-$3.57 
SWBI Smith & Wesson Brands, Inc.
-1.32%
-$23.1 
KNSL Kinsale Capital Group Inc.
-1.3%
-$42.48 
ADBE Adobe Inc.
-1.29%
-$329.6 
CLNE Clean Energy Fuels Corp.
-1.26%
-$1.12 
AVAV AeroVironment Inc.
-1.25%
-$14.76 
ANGX Angel Studios, Inc.
-1.21%
-$3.44 
CORN Teucrium Corn Fund
-1.2%
-$18 
PBR Petrobras S.A. Sponsored ADR
-1.17%
-$52.5 
CMG Chipotle Mexican Grill, Inc.
-1.14%
-$225.5 
TTAN ServiceTitan, Inc.
-1.07%
-$24 
CAG Conagra Brands Inc.
-1.05%
-$854.67 
KBR KBR Inc.
-1.04%
-$5.7 
KTOS Kratos Defense & Security Solutions, Inc.
-1.03%
-$20.42 
ABT Abbott Laboratories
-1.01%
-$196.46 
WTRG Essential Utilities Inc.
-1%
-$28.98 
USAR USA Rare Earth, Inc.
-1%
-$8.8 
AMGN Amgen Inc.
-0.99%
-$30.24 
LMT Lockheed Martin Corporation
-0.92%
-$88.02 
MU Micron Technology, Inc.
-0.92%
-$2,310.42 
SMG Scotts Miracle-Gro Co.
-0.92%
-$7.21 
SH ProShares Short S&P500
-0.92%
-$21.07 
KVUE Kenvue Inc.
-0.9%
-$59.04 
GWRE GUIDEWIRE SOFTWARE INC
-0.89%
-$43.75 
CWH Camping World Holdings Inc.
-0.82%
-$0.6 
LDOS Leidos Holdings Inc.
-0.77%
-$6 
GEHC GE HealthCare Technologies Inc.
-0.77%
-$117.81 
ET Energy Transfer L.P.
-0.76%
-$4.98 
UNH UnitedHealth Group Incorporated
-0.72%
-$11.14 
TTD The Trade Desk, Inc. Class A
-0.72%
-$7.5 
EQT EQT Corporation
-0.71%
-$47.19 
WLK Westlake Corporation
-0.7%
-$2.52 
AWR American States Water Co.
-0.68%
-$88.5 
AB AllianceBernstein Holding L.P.
-0.66%
-$3.6 
FANG Diamondback Energy Inc
-0.64%
-$48.84 
VSNT Versant Media Group, Inc.
-0.64%
-$5.28 
LX LexinFintech Holdings Ltd. American Depositary Shares
-0.62%
-$0.01 
OMC Omnicom Group Inc.
-0.62%
-$1.96 
KHC The Kraft Heinz Company
-0.61%
-$15 
PFE Pfizer Inc.
-0.61%
-$1,899.07 
IAC People Incorporated
-0.6%
-$4.2 
FUN Six Flags Entertainment Corporation
-0.58%
-$0.08 
SYK Stryker Corporation
-0.58%
-$3.11 
UPS United Parcel Service, Inc.
-0.54%
-$147.96 
LW Lamb Weston Holdings, Inc.
-0.54%
-$465.37 
TREE LendingTree Inc.
-0.54%
-$1.01 
UBER Uber Technologies, Inc.
-0.54%
-$159.9 
WM Waste Management, Inc.
-0.53%
-$127.69 
VVX V2X Inc.
-0.52%
-$3.8 
DX Dynex Capital Inc.
-0.52%
-$21.91 
GMED Globus Medical Inc.
-0.52%
-$5.7 
MIND MIND Technology, Inc.
-0.51%
-$2 
CAH Cardinal Health Inc.
-0.5%
-$210.63 
NLY Annaly Capital Management, Inc.
-0.5%
-$44.92 
MRK Merck & Co., Inc.
-0.5%
-$347.04 
NOV Nov Inc.
-0.49%
-$4.2 
ALGN Align Technology, Inc.
-0.47%
-$0.71 
APP AppLovin Corporation Class A Common Stock
-0.47%
-$36.75 
LLY Eli Lilly and Company
-0.46%
-$1,226.4 
CNMD CONMED Corporation
-0.45%
-$2.94 
UEC Uranium Energy Corp.
-0.45%
-$3 
NNN NNN REIT, Inc.
-0.45%
-$7.02 
FDX FedEx Corporation
-0.44%
-$714.83 
GIS General Mills, Inc.
-0.43%
-$4.96 
BAX Baxter International Inc.
-0.41%
-$0.1 
CMCSA Comcast Corp
-0.4%
-$69 
CCJ Cameco Corporation
-0.39%
-$41.42 
WBD Warner Bros. Discovery, Inc.
-0.39%
-$31.68 
BYND Beyond Meat Inc.
-0.38%
-$0.53 
O Realty Income Corporation
-0.38%
-$6.75 
BMY Bristol-Myers Squibb Company
-0.38%
-$35.52 
ASH Ashland Inc.
-0.37%
-$10.34 
UNP Union Pacific Corporation
-0.37%
-$4.28 
NNE Nano Nuclear Energy Inc.
-0.37%
-$5.85 
PDI Pimco Dynamic Income Fund
-0.37%
-$12.08 
FHN First Horizon Corporation
-0.33%
-$3.28 
MKC McCormick & Company, Incorporated
-0.32%
-$0.99 
HSY The Hershey Company
-0.32%
-$5.6 
MP MP Materials Corp.
-0.31%
-$7.68 
RTO Rentokil Initial plc Sponsored ADR
-0.31%
-$4.83 
SU Suncor Energy Inc.
-0.31%
-$51.6 
MDT Medtronic plc
-0.31%
-$8.12 
FTNT Fortinet Inc.
-0.3%
-$12 
PANW Palo Alto Networks, Inc.
-0.29%
-$19.8 
KEY KeyCorp
-0.28%
-$2.22 
TGT Target Corporation
-0.28%
-$74.82 
MDLZ Mondelez International, Inc.
-0.27%
-$20.57 
VNOM Viper Energy Inc. Class A Common Stock
-0.27%
-$9.48 
DHR Danaher Corporation
-0.25%
-$4.08 
GEL Genesis Energy L.P.
-0.25%
-$1.2 
FTI TechnipFMC plc
-0.23%
-$2.38 
LOB Live Oak Bancshares Inc.
-0.2%
-$1.04 
MCD McDonald's Corporation
-0.2%
-$808.5 
SBUX Starbucks Corporation
-0.2%
-$1.94 
RH RH
-0.18%
-$101.67 
DMLP Dorchester Minerals, L.P.
-0.17%
-$3 
CINF Cincinnati Financial Corporation
-0.17%
-$2.56 
CTRE CareTrust REIT Inc.
-0.17%
-$4.55 
CSX CSX Corporation
-0.16%
-$3.36 
BGS B&G Foods Inc.
-0.15%
-$1 
ECC Eagle Point Credit Company Inc.
-0.14%
-$6.5 
DRS Leonardo DRS, Inc.
-0.12%
-$1.1 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.12%
-$25,332.3 
DVN Devon Energy Corporation
-0.11%
-$15.4 
LHX L3Harris Technologies, Inc.
-0.1%
-$0.78 
SNPS Synopsys, Inc.
-0.1%
-$2.08 
CCAP Crescent Capital BDC, Inc.
-0.1%
-$2.64 
MOMO Hello Group Inc. Sponsored ADR
-0.1%
-$0.01 
BDX Becton, Dickinson and Company
-0.1%
-$2.38 
AA Alcoa Corporation
-0.09%
-$0.09 
LMND Lemonade Inc.
-0.06%
-$0.06 
RTX RTX Corporation
-0.06%
-$1.76 
BWXT Bwx Technologies Inc.
-0.05%
-$0.8 
DOC Healthpeak Properties, Inc.
-0.05%
-$2.65 
EXPE Expedia Group, Inc.
-0.04%
-$0.86 
CVS CVS Health Corporation
-0.03%
-$1.26 
PEP PepsiCo, Inc.
-0.03%
-$0.72 
COST Costco Wholesale Corporation
-0.01%
-$5 Events
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Dividends
Dividend Analysis
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| Trades 2171 | Longs Won 1424/2171 65% | Profit Factor 17.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $229,130.39 |
| Average Win $63,162.42 | Best Trade (Sep 04) $5.53M | Sharpe Ratio -19.09 |
| Average Loss -$6,840.67 | Worst Trade (Sep 10) -$732,320.68 | Z-Score 0.64 (48.09%) |
| Commissions $0 | Avg. Trade Length 11m 3w 2d | Expectancy $39,075.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 2 | $104 | $96.51 | - | -$7.49 | -7.2% | -0.093% |
| AAL American Airlines Group Inc. | 140 | $1,746.14 | $1,824.21 | - | $78.07 | 4.47% | +1.402% |
| AAPL Apple Inc. | 11,888 | $2.06M | $3.95M | - | $1.89M | 91.57% | +1.84% |
| AB AllianceBernstein Holding L.P. | 15 | $562 | $542.1 | - | -$19.9 | -3.54% | -0.66% |
| ABBV AbbVie Inc. | 23 | $5,788 | $5,938.37 | - | $150.37 | 2.6% | +1.251% |
| ABT Abbott Laboratories | 188 | $22,386.38 | $19,235.22 | - | -$3,151.16 | -14.08% | -1.011% |
| ACHR Archer Aviation Inc. | 550 | $5,560.62 | $3,080.44 | - | -$2,480.18 | -44.6% | +2.861% |
| ADBE Adobe Inc. | 103 | $42,432.05 | $25,299.89 | - | -$17,132.16 | -40.38% | -1.286% |
| AEM Agnico Eagle Mines Limited | 77 | $7,323.98 | $15,430.03 | - | $8,106.05 | 110.68% | +1.886% |
| AFL Aflac Inc. | 375 | $39,548 | $42,978.75 | - | $3,430.75 | 8.67% | +0.122% |
| AFRM Affirm Holdings, Inc. | 400 | $12,084 | $27,732 | - | $15,648 | 129.49% | +1.971% |
| AG First Majestic Silver Corp | 138 | $1,696.3 | $2,817.66 | - | $1,121.36 | 66.11% | +1.329% |
| AGI Alamos Gold Inc. | 200 | $4,584.73 | $7,286 | - | $2,701.27 | 58.92% | +2.131% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 2,500 | $63,600 | $64,250 | - | $650 | 1.02% | +0.117% |
| AI C3.ai Inc. | 2,100 | $60,306.05 | $22,640.52 | - | -$37,665.53 | -62.46% | +2.972% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 110 | $15,031.05 | $31,749.85 | - | $16,718.8 | 111.23% | +1.443% |
| ALB Albemarle Corporation | 17 | $1,419.03 | $2,002.94 | - | $583.91 | 41.15% | -3.513% |
| ALGN Align Technology, Inc. | 1 | $209 | $150.01 | - | -$58.99 | -28.22% | -0.471% |
| ALLY Ally Financial Inc. | 26 | $1,022 | $1,098.37 | - | $76.37 | 7.47% | +0.178% |
| AMD Advanced Micro Devices, Inc. | 426 | $67,675.65 | $217,916.04 | - | $150,240.39 | 222% | +1.577% |
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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 - $10.82M, Vanguard Russell 1000 Growth Fund - $8.99M, Berkshire Hathaway Inc - $4.58M, Vanguard Mid-Cap Growth ETF - $3.96M, and Vanguard Small-Cap Growth ETF - $3.86M. 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 Corporation - $10,814.95, iShares Core 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 $17.09M earned over time. The largest contributors to dividend income include Vanguard Long-Term Corporate Bond Fund - $2.62M, Vanguard International High Dividend Yield Index Fund - $2.58M, Vanguard Real Estate ETF - $1.61M, iShares Preferred and Income Securities ETF - $1.56M, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $962,375.26. 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.
