FG
Fabian Guerra Portfolio
Invests via Guerra Advisors Inc. | Managed by Fabian Guerra, Sebastian Guerra
Invests via Guerra Advisors Inc.
Managed by Fabian Guerra, Sebastian Guerra
Automatically Tracked
Seasoned investor and fintech entrepreneur with a background in growth-stage technology and capital markets. Fabian Guerra combines operational leadership and venture investing across payments, blockchain infrastructure and SaaS, focusing on scaling revenue models and go-to-market execution. Prior roles include startup founder and executive functions in product and strategy, with board and advisory experience to portfolio companies. Known for hands-on mentoring, deal sourcing in LatAm and cross-border expansion, and structuring seed-to-Series B financings.
Seasoned investor and fintech entrepreneur with a background in growth-stage technology and capital markets. Fabian Guerra combines operational leadership and venture investing across payments, blockchain infrastructure and SaaS, focusing on scaling revenue models and go-to-market execution. Prior roles include startup founder and executive functions in product and strategy, with board and advisory experience to portfolio companies. Known for hands-on mentoring, deal sourcing in LatAm and cross-border expansion, and structuring seed-to-Series B financings.
Investment Philosophy & Strategy
Combines pragmatic growth-stage investing with operator-led value creation, prioritizing payments, blockchain infrastructure and B2B SaaS. Focuses on seed to Series B where operational involvement accelerates go-to-market, unit economics and cross-border expansion, especially LatAm. Capital allocated to repeatable revenue models, defensible tech stacks and founder teams with execution bias. Time horizon is medium-term growth; risk discipline blends staged financing, milestone-driven follow-ons and hands-on board/advisory oversight to de-risk scaling and maximize exit optionality.
Combines pragmatic growth-stage investing with operator-led value creation, prioritizing payments, blockchain infrastructure and B2B SaaS. Focuses on seed to Series B where operational involvement accelerates go-to-market, unit economics and cross-border expansion, especially LatAm. Capital allocated to repeatable revenue models, defensible tech stacks and founder teams with execution bias. Time horizon is medium-term growth; risk discipline blends staged financing, milestone-driven follow-ons and hands-on board/advisory oversight to de-risk scaling and maximize exit optionality.
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:
34.83%
Gain +0.7%
Monthly
1.5%
Yearly
19.58%
Drawdown
21.61%
$301.65M
Equity
Holdings
$301.65M
Investment
$239.89M
$62.41M
Profit +$1.63M
Realized
$654,527.5
Unrealized
$61.76M
Dividends
$4.36M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.7%
Profit
$1.63M
Win %
62%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$491,890.93
Win %
62%
This Month
Compared to last month
Gain
-0.34%
Profit
-$1.03M
Win %
62%
This Year
Compared to last year
Gain
10.92%
Profit
$29.7M
Win %
62%
QVCGA QVC Group, Inc. - Series A
+54.55%
+$1.92 
OPK Opko Health Inc.
+11.55%
+$0.18 
FMC FMC Corporation
+9.97%
+$23.7 
DELL Dell Technologies Inc.
+9.67%
+$822 
SWKS Skyworks Solutions Inc.
+8.05%
+$553.86 
RDDT Reddit Inc Class A
+7.78%
+$22.51 
ALNY Alnylam Pharmaceuticals Inc
+7.59%
+$280.35 
CHTR Charter Communications Inc
+7.37%
+$64.68 
LUMN Lumen Technologies Inc.
+7.21%
+$0.46 
DAVE Dave Inc. Class A Common Stock
+6.95%
+$47.35 
NU Nu Holdings Ltd.
+6.6%
+$57.3 
CLF Cleveland-Cliffs Inc.
+6.5%
+$31.5 
BBY Best Buy Co., Inc.
+6.29%
+$192.4 
AUR Aurora Innovation, Inc.
+5.59%
+$30.2 
QRVO Qorvo Inc.
+5.47%
+$52.7 
LCID Lucid Group, Inc.
+5.38%
+$0.73 
CDE Coeur Mining, Inc.
+5.37%
+$113.92 
CNM Core & Main Inc.
+4.98%
+$31.43 
ZVSA Zyversa Therapeutics Inc.
+4.94%
+$0.03 
DAN Dana Inc.
+4.92%
+$65.03 
SOFI SoFi Technologies, Inc.
+4.84%
+$2,743.95 
TEX Terex Corporation
+4.69%
+$41.7 
MUX McEwen Mining Inc.
+4.65%
+$35.6 
DNUT Krispy Kreme, Inc.
+4.61%
+$29.76 
TTD The Trade Desk, Inc. Class A
+4.54%
+$3.75 
PSKY Paramount Skydance Corporation Class B Common Stock
+4.26%
+$1,143 
STLD Steel Dynamics Inc.
+4.25%
+$438.24 
BFH Bread Financial Holdings Inc.
+4.22%
+$129.3 
MHK Mohawk Industries, Inc.
+4.2%
+$26.22 
GDXJ VanEck Junior Gold Miners ETF
+4.12%
+$176.4 
CRBG Corebridge Financial Inc.
+4.12%
+$26.5 
EQH Equitable Holdings, Inc.
+4.11%
+$30.45 
UAL United Airlines Holdings, Inc.
+4.06%
+$76.5 
TDOC Teladoc Health Inc.
+3.99%
+$1.25 
CVNA Carvana Co.
+3.89%
+$70.25 
NVO Novo Nordisk A/S Sponsored ADR
+3.87%
+$785.25 
RC Ready Capital Corporation
+3.85%
+$1.04 
NUE Nucor Corporation
+3.8%
+$63,970.72 
ITT Itt Inc.
+3.76%
+$36.55 
KODK Eastman Kodak Company
+3.69%
+$0.33 
GPN Global Payments Inc.
+3.59%
+$80.75 
JBLU JetBlue Airways Corporation
+3.58%
+$1.6 
PYPL PayPal Holdings Inc
+3.53%
+$1,565.1 
DXC Dxc Technology Co.
+3.45%
+$19.25 
TKO Tko Group Holdings Inc.
+3.44%
+$31.37 
NVDA NVIDIA Corporation
+3.4%
+$288,439.09 
EMN Eastman Chemical Company
+3.34%
+$23.4 
REGN Regeneron Pharmaceuticals, Inc.
+3.33%
+$246.6 
SBCF Seacoast Banking Corporation of Florida
+3.28%
+$6,787.75 
CNC Centene Corporation
+3.23%
+$784.92 
ORCL Oracle Corporation
+3.14%
+$60,747.94 
PKG Packaging Corporation of America
+3.11%
+$71.3 
CTVA Corteva Inc.
+3.1%
+$138.72 
MLM Martin Marietta Materials, Inc.
+3.09%
+$155.9 
HPQ HP Inc.
+3.06%
+$78.72 
SWK Stanley Black & Decker Inc.
+3.06%
+$57.8 
GPK Graphic Packaging Holding Company
+3.04%
+$9.9 
TSEM Tower Semiconductor Ltd.
+3%
+$346.84 
SPOT Spotify Technology S.A.
+2.99%
+$49,690.56 
BLMN Bloomin' Brands Inc.
+2.98%
+$34.8 
ADUS Addus HomeCare Corporation
+2.97%
+$6.81 
PRU Prudential Financial, Inc.
+2.93%
+$236.67 
SPCE Virgin Galactic Holdings Inc.
+2.92%
+$0.51 
NVDY YieldMax NVDA Option Income Strategy ETF
+2.92%
+$6.57 
AMC AMC Entertainment Holdings, Inc.
+2.91%
+$1.43 
CHDN Churchill Downs Incorporated
+2.9%
+$70.42 
ALK Alaska Air Group Inc.
+2.89%
+$2.35 
LULU lululemon athletica inc.
+2.89%
+$17.03 
LYB LyondellBasell Industries N.V.
+2.85%
+$5.57 
TFC Truist Financial Corporation
+2.84%
+$64.63 
CMCSA Comcast Corp
+2.83%
+$76.31 
CPA Copa Holdings S.A.
+2.81%
+$7.06 
FLG Flagstar Bank, National Association
+2.79%
+$128.12 
USD ProShares Ultra Semiconductors
+2.76%
+$1,202.32 
LUV Southwest Airlines Co.
+2.73%
+$25.75 
MET MetLife Inc.
+2.71%
+$51.2 
HBAN Huntington Bancshares Incorporated
+2.71%
+$35.6 
UPST Upstart Holdings, Inc.
+2.7%
+$3.7 
HSIC Henry Schein, Inc.
+2.7%
+$2.39 
BLDR Builders FirstSource, Inc.
+2.68%
+$176.4 
TDAY USA TODAY Co., Inc.
+2.67%
+$15.51 
CRGY Crescent Energy Inc.
+2.67%
+$177.75 
PFG Principal Financial Group, Inc.
+2.66%
+$116.4 
DOW Dow Inc.
+2.66%
+$186.3 
COF Capital One Financial Corporation
+2.65%
+$4,751.67 
TMUS T-Mobile US, Inc.
+2.63%
+$76,813.77 
WFC Wells Fargo & Company
+2.61%
+$87,256.49 
RS Reliance Inc.
+2.58%
+$1,228.54 
AMTB Amerant Bancorp Inc.
+2.57%
+$1,201.58 
SYF Synchrony Financial
+2.56%
+$19.6 
FITB Fifth Third Bancorp
+2.55%
+$1,547.1 
KEY KeyCorp
+2.55%
+$131.76 
DRI Darden Restaurants, Inc.
+2.54%
+$27.32 
KMPR Kemper Corporation
+2.53%
+$7 
VTRS Viatris Inc.
+2.5%
+$1.25 
CPAY Corpay, Inc.
+2.49%
+$50.4 
NXPI NXP Semiconductors N.V.
+2.49%
+$237.79 
BMI Badger Meter Inc.
+2.48%
+$6.57 
ENVA Enova International Inc.
+2.47%
+$54.7 
HIMS Hims & Hers Health, Inc.
+2.46%
+$135.1 
HUM Humana Inc.
+2.45%
+$96.6 
HOOD Robinhood Markets, Inc.
+2.44%
+$530.73 
BC Brunswick Corporation
+2.43%
+$26.7 
VMC Vulcan Materials Company
+2.42%
+$188.7 
VST Vistra Corp
+2.42%
+$23.34 
MFC Manulife Financial Corporation
+2.41%
+$517.65 
NVCR NovoCure Ltd.
+2.39%
+$4.15 
KGC Kinross Gold Corporation
+2.38%
+$298.9 
BWA BorgWarner Inc.
+2.38%
+$40.77 
BSX Boston Scientific Corporation
+2.37%
+$142.5 
DIS The Walt Disney Company
+2.36%
+$1,666.64 
LH Labcorp Holdings Inc.
+2.35%
+$7.69 
CMG Chipotle Mexican Grill, Inc.
+2.35%
+$1,406.24 
HWC Hancock Whitney Corporation
+2.33%
+$17.05 
DGX Quest Diagnostics Inc.
+2.33%
+$32.97 
TER Teradyne, Inc.
+2.32%
+$506.03 
CM Canadian Imperial Bank of Commerce
+2.31%
+$1,136.2 
META Meta Platforms Inc Class A
+2.28%
+$62,877.07 
IQV IQVIA Holdings Inc.
+2.26%
+$17.55 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.26%
+$339.38 
DAL Delta Air Lines, Inc.
+2.23%
+$401.2 
CAH Cardinal Health Inc.
+2.21%
+$95.4 
ULTA Ulta Beauty Inc.
+2.19%
+$35.91 
SOLV Solventum Corporation
+2.18%
+$23.76 
HAL Halliburton Company
+2.16%
+$23.85 
UBER Uber Technologies, Inc.
+2.16%
+$216.12 
MARA MARA Holdings Inc
+2.15%
+$122.21 
KMB Kimberly-Clark Corporation
+2.12%
+$43.13 
H Hyatt Hotels Corporation
+2.12%
+$127.28 
MDLZ Mondelez International, Inc.
+2.09%
+$259.29 
MAS Masco Corporation
+2.09%
+$55.86 
INCY Incyte Corporation
+2.08%
+$25.95 
USB U.S. Bancorp
+2.07%
+$642.62 
PSX Phillips 66
+2.06%
+$187.2 
ILMN Illumina, Inc.
+2.06%
+$63.9 
ABT Abbott Laboratories
+2.03%
+$506.09 
XLB Materials Select Sector SPDR Fund
+2.03%
+$4.22 
APP AppLovin Corporation Class A Common Stock
+2.02%
+$157.5 
GPC Genuine Parts Company
+2.02%
+$46.24 
YELP Yelp Inc.
+2.01%
+$2.7 
CROX Crocs, Inc.
+2.01%
+$4.63 
TRIP Tripadvisor Inc.
+2.01%
+$8.55 
PNC The PNC Financial Services Group, Inc.
+2%
+$66.57 
KVUE Kenvue Inc.
+1.97%
+$33.3 
CART Maplebear Inc.
+1.97%
+$29.54 
QGEN QIAGEN N.V.
+1.96%
+$12.11 
GEV GE Vernova Inc.
+1.95%
+$175.1 
ELF Elf Beauty Inc.
+1.95%
+$10.28 
FCNCA First Citizens BancShares, Inc.
+1.93%
+$41.38 
KHC The Kraft Heinz Company
+1.91%
+$24.75 
COKE Coca-Cola Consolidated Inc.
+1.91%
+$114.39 
NFLX Netflix, Inc.
+1.9%
+$26,448.05 
AMP Ameriprise Financial, Inc.
+1.89%
+$154.2 
CRH CRH plc
+1.89%
+$25.87 
FCX Freeport-McMoRan Inc.
+1.89%
+$672.67 
BAX Baxter International Inc.
+1.88%
+$14.4 
VAW Vanguard Materials ETF
+1.88%
+$26.34 
FISV Fiserv, Inc.
+1.88%
+$40.74 
BKNG Booking Holdings Inc.
+1.85%
+$452.5 
TOST Toast Inc.
+1.82%
+$12.2 
VLO Valero Energy Corporation
+1.8%
+$49,157.92 
ACHR Archer Aviation Inc.
+1.8%
+$57.4 
CHWY Chewy Inc.
+1.79%
+$5.95 
BALL Ball Corp.
+1.78%
+$16.8 
STWD Starwood Property Trust Inc.
+1.77%
+$27.23 
RITM Rithm Capital Corp.
+1.77%
+$165.03 
MTG MGIC Investment Corporation
+1.76%
+$13.5 
QCOM QUALCOMM Incorporated
+1.75%
+$683.28 
MPC Marathon Petroleum Corporation
+1.75%
+$234.85 
QDEL QuidelOrtho Corporation
+1.75%
+$6 
AAL American Airlines Group Inc.
+1.74%
+$743.4 
SHW The Sherwin-Williams Company
+1.73%
+$97.07 
AXP American Express Company
+1.72%
+$469.14 
VFC V.F. Corporation
+1.72%
+$12.37 
BA Boeing Company
+1.71%
+$197.12 
STEP StepStone Group Inc.
+1.7%
+$8.45 
FCOM Fidelity MSCI Communication Services Index ETF
+1.69%
+$175,297.11 
NCLH Norwegian Cruise Line Holdings Ltd.
+1.65%
+$160.14 
CEG Constellation Energy Corporation
+1.65%
+$333.36 
OKLO Oklo Inc.
+1.65%
+$45.09 
ROKU Roku, Inc.
+1.64%
+$25.45 
COO The Cooper Companies, Inc.
+1.63%
+$11.3 
SF Stifel Financial Corp.
+1.63%
+$48.19 
DG Dollar General Corporation
+1.63%
+$10.68 
CPB The Campbell's Company
+1.62%
+$9.62 
BNS Bank of Nova Scotia
+1.62%
+$5.92 
STE STERIS plc
+1.62%
+$3.71 
COR Cencora, Inc.
+1.59%
+$52.75 
POOL Pool Corporation
+1.59%
+$14.55 
VOX Vanguard Communication Services ETF
+1.58%
+$11.76 
XLC Communication Services Select Sector SPDR Fund
+1.58%
+$119,810.25 
CCL Carnival Corporation Ltd.
+1.57%
+$391.64 
EL The Estée Lauder Companies Inc. Class A
+1.57%
+$183.32 
GMED Globus Medical Inc.
+1.57%
+$12.6 
CPNG Coupang Inc.
+1.55%
+$24.5 
TSCO Tractor Supply Company
+1.54%
+$37.45 
ROK Rockwell Automation, Inc.
+1.54%
+$64.3 
MCK McKesson Corporation
+1.54%
+$97.65 
NEM Newmont Corporation
+1.52%
+$167.85 
F Ford Motor Company
+1.52%
+$90.09 
V Visa Inc. Class A
+1.51%
+$34,487.27 
OC Owens Corning
+1.5%
+$24 
CNK Cinemark Holdings Inc.
+1.48%
+$101.45 
IART Integra LifeSciences Holdings Corporation
+1.47%
+$13.47 
DHR Danaher Corporation
+1.47%
+$292.32 
LAD Lithia Motors Inc.
+1.45%
+$53.7 
MA Mastercard Incorporated
+1.45%
+$45,176.5 
LEN Lennar Corporation
+1.45%
+$235.2 
SLV iShares Silver Trust
+1.45%
+$0.84 
AIZ Assurant Inc.
+1.45%
+$393.82 
B BARRICK MINING CORP Common Stock (ABR0)
+1.44%
+$0.62 
SLB Schlumberger Limited
+1.44%
+$49.2 
AN AutoNation Inc.
+1.43%
+$29.25 
UBS UBS Group AG
+1.43%
+$203.05 
GEN Gen Digital Inc.
+1.42%
+$10.62 
CL Colgate-Palmolive Company
+1.41%
+$194.04 
NDSN Nordson Corporation
+1.41%
+$22.09 
RY Royal Bank of Canada
+1.41%
+$165.88 
MCHP Microchip Technology Incorporated
+1.4%
+$20 
APD Air Products and Chemicals, Inc.
+1.4%
+$21.35 
DE Deere & Company
+1.4%
+$122.59 
FERG Ferguson Enterprises Inc
+1.39%
+$15.25 
PBJ Invesco Food & Beverage ETF
+1.37%
+$84.48 
DAY Dayforce Inc.
+1.36%
+$9.4 
KBWB Invesco KBW Bank ETF
+1.36%
+$366.36 
EBAY eBay Inc.
+1.36%
+$18.52 
AI C3.ai Inc.
+1.35%
+$55.16 
SIGI Selective Insurance Group Inc.
+1.3%
+$11.9 
ITB iShares U.S. Home Construction ETF
+1.3%
+$925.2 
PFE Pfizer Inc.
+1.3%
+$298.59 
BTU Peabody Energy Corporation
+1.29%
+$59.62 
MTCH Match Group, Inc.
+1.29%
+$13.5 
BDX Becton, Dickinson and Company
+1.28%
+$30.59 
JEF Jefferies Financial Group Inc.
+1.28%
+$19.95 
JNJ Johnson & Johnson
+1.27%
+$1,118 
PG Procter & Gamble Co
+1.26%
+$14,191.35 
EVR Evercore Inc.
+1.24%
+$35.4 
TOON Kartoon Studios Inc.
+1.24%
+$0.05 
KKR KKR & Co. Inc.
+1.23%
+$26.1 
MDT Medtronic plc
+1.22%
+$125.44 
CALM Cal-Maine Foods Inc.
+1.21%
+$9,842.26 
DHI D.R. Horton, Inc.
+1.2%
+$30.6 
GEHC GE HealthCare Technologies Inc.
+1.19%
+$21 
HMC Honda Motor Co., Ltd.
+1.19%
+$122.36 
RJF Raymond James Financial Inc.
+1.18%
+$20.5 
MRP Millrose Properties Inc.
+1.18%
+$38.88 
IJR iShares Core S&P Small-Cap ETF
+1.18%
+$53.76 
AFL Aflac Inc.
+1.17%
+$80.24 
SVOL Simplify Volatility Premium ETF
+1.16%
+$2,684.7 
TGTX TG Therapeutics, Inc.
+1.16%
+$3.25 
GLD SPDR Gold Shares
+1.16%
+$1,152.09 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.15%
+$43.52 
OPEN Opendoor Technologies Inc.
+1.15%
+$35 
SBUX Starbucks Corporation
+1.15%
+$348.92 
VRTX Vertex Pharmaceuticals Incorporated
+1.15%
+$56.52 
IAK iShares U.S. Insurance ETF
+1.14%
+$31.25 
TOL Toll Brothers Inc
+1.14%
+$8 
AWK American Water Works Company, Inc.
+1.13%
+$7.75 
NAUT Nautilus Biotechnology, Inc.
+1.12%
+$4.16 
EPAM Epam Systems Inc.
+1.12%
+$6.5 
BRK-B Berkshire Hathaway Inc.
+1.12%
+$2,563.77 
MU Micron Technology, Inc.
+1.11%
+$4,045.6 
FRO Frontline plc
+1.11%
+$11.27 
SGOL abrdn Physical Gold Shares ETF
+1.1%
+$9.1 
PFGC Performance Food Group Co.
+1.1%
+$10.95 
DJT Trump Media & Technology Group Corp.
+1.1%
+$5.6 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.1%
+$13.23 
FNF Fidelity National Financial, Inc.
+1.1%
+$7.86 
WTRG Essential Utilities Inc.
+1.09%
+$9 
IAU iShares Gold Trust
+1.09%
+$1,591.32 
ELV Elevance Health, Inc.
+1.09%
+$52.8 
PAG Penske Automotive Group Inc.
+1.08%
+$35.25 
PHYS Sprott Physical Gold Trust
+1.08%
+$77.39 
XSMO Invesco S&P SmallCap Momentum ETF
+1.08%
+$1,163.5 
VTWO Vanguard Russell 2000 ETF
+1.07%
+$1,693.99 
TPG TPG Inc.
+1.07%
+$16.8 
KD Kyndryl Holdings Inc.
+1.07%
+$26.6 
AAAU Goldman Sachs Physical Gold ETF
+1.07%
+$0.46 
IWM iShares Russell 2000 ETF
+1.06%
+$1,504.17 
DLTR Dollar Tree, Inc.
+1.06%
+$63 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.04%
+$96.71 
EMR Emerson Electric Co.
+1.04%
+$137.06 
C Citigroup Inc.
+1.03%
+$450.73 
PKB Invesco Building & Construction ETF
+1.03%
+$12,578.3 
PM Philip Morris International Inc.
+1.03%
+$214.23 
OCSL Oaktree Specialty Lending Corporation
+1.03%
+$18.63 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.02%
+$44.33 
BX Blackstone Inc.
+1.02%
+$9,200.41 
PEP PepsiCo, Inc.
+1.02%
+$445.88 
KO The Coca-Cola Company
+1.01%
+$27,099.61 
VLTO Veralto Corporation
+1.01%
+$14.7 
TMO Thermo Fisher Scientific Inc.
+0.99%
+$184.76 
IP International Paper Company
+0.99%
+$5.4 
FIW First Trust Water ETF
+0.96%
+$22.79 
CARR Carrier Global Corporation
+0.96%
+$214.5 
FTI TechnipFMC plc
+0.96%
+$18.75 
CAVA Cava Group Inc.
+0.95%
+$5.8 
UPS United Parcel Service, Inc.
+0.95%
+$45.83 
NWE NorthWestern Energy Group, Inc.
+0.94%
+$9.9 
APO Apollo Global Management, Inc.
+0.94%
+$12.4 
A Agilent Technologies Inc.
+0.94%
+$28.2 
HLT Hilton Worldwide Holdings Inc.
+0.94%
+$73.25 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.93%
+$16,465.68 
XLP Consumer Staples Select Sector SPDR Fund
+0.93%
+$46.61 
IHE iShares U.S. Pharmaceuticals ETF
+0.92%
+$131.79 
PGR Progressive Corporation
+0.92%
+$129.28 
ALB Albemarle Corporation
+0.92%
+$31 
NKE Nike, Inc. - Class B
+0.91%
+$165.94 
OTIS Otis Worldwide Corporation
+0.9%
+$21.59 
TRV The Travelers Companies, Inc.
+0.9%
+$52.16 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.89%
+$3.4 
CRNC Cerence Inc.
+0.89%
+$1.87 
TROW T. Rowe Price Group, Inc.
+0.88%
+$4.78 
ZBH Zimmer Biomet Holdings, Inc.
+0.86%
+$6.88 
XLF Financial Select Sector SPDR Fund
+0.86%
+$48,686.22 
WDAY Workday Inc.
+0.86%
+$25.65 
BKR Baker Hughes Company
+0.86%
+$136.79 
BXP Boston Properties, Inc.
+0.85%
+$11.4 
KOS Kosmos Energy Ltd.
+0.85%
+$0.03 
UNH UnitedHealth Group Incorporated
+0.84%
+$10,255.8 
ALL Allstate Corporation
+0.84%
+$21.7 
PHM PulteGroup Inc.
+0.84%
+$10.3 
CINF Cincinnati Financial Corporation
+0.84%
+$7.12 
GOOGL Alphabet Inc
+0.84%
+$59,673.83 
SD SandRidge Energy Inc.
+0.83%
+$17.16 
TXN Texas Instruments Inc
+0.83%
+$183.57 
DIV Global X SuperDividend U.S. ETF
+0.83%
+$23.93 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.83%
+$32.9 
LOW Lowe's Companies Inc.
+0.83%
+$232.4 
DD DuPont de Nemours, Inc.
+0.83%
+$20.04 
AON Aon plc
+0.83%
+$13.5 
FCPI Fidelity Stocks for Inflation ETF
+0.82%
+$68.36 
SMH VanEck Semiconductor ETF
+0.82%
+$100,989.75 
BBCA JPMorgan BetaBuilders Canada ETF
+0.82%
+$69.25 
NTRS Northern Trust Corporation
+0.82%
+$7.45 
SPXC Spx Technologies Inc.
+0.81%
+$15.6 
IHI iShares U.S. Medical Devices ETF
+0.81%
+$6.6 
T AT&T Inc.
+0.81%
+$671.79 
VHT Vanguard Health Care ETF
+0.8%
+$74.82 
SCHA Schwab U.S. Small-Cap ETF
+0.8%
+$225.72 
RNR Renaissancere Holdings Ltd.
+0.79%
+$13.07 
XLV Health Care Select Sector SPDR Fund
+0.79%
+$784.72 
VDC VANGUARD CONSUMER STAPLES ETF
+0.79%
+$850.7 
CHD Church & Dwight Co., Inc.
+0.78%
+$15.6 
FSLR First Solar, Inc.
+0.78%
+$7.8 
ARKF Ark Fintech Innovation ETF
+0.78%
+$0.7 
KR Kroger Co.
+0.78%
+$25.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.78%
+$1,571.67 
AJG Arthur J. Gallagher & Co.
+0.78%
+$95.41 
IWS iShares Russell Mid-Cap Value ETF
+0.78%
+$1,509.88 
PAVE Global X U.S. Infrastructure Development ETF
+0.77%
+$0.41 
LYG Lloyds Banking Group Plc ADR
+0.76%
+$89.91 
WRB W.R. Berkley Corporation
+0.75%
+$5.1 
EUFN iShares MSCI Europe Financials ETF
+0.75%
+$333.27 
MOH Molina Healthcare Inc.
+0.75%
+$7.6 
ARWR Arrowhead Pharmaceuticals Inc.
+0.74%
+$27.68 
AIG American International Group Inc.
+0.74%
+$11.2 
IBB iShares Biotechnology ETF
+0.74%
+$4.66 
BNY BlackRock New York Municipal Income Trust
+0.74%
+$40.29 
CP Canadian Pacific Kansas City Limited
+0.74%
+$47.16 
ECL Ecolab Inc.
+0.73%
+$89.76 
BAC Bank of America Corporation
+0.71%
+$762.96 
WCN Waste Connections Inc.
+0.7%
+$26.22 
ZM Zoom Video Communications, Inc.
+0.69%
+$6.6 
NUSC Nuveen ESG Small-Cap ETF
+0.69%
+$6.3 
CAT Caterpillar Inc.
+0.69%
+$762.54 
ARCC Ares Capital Corporation
+0.68%
+$5.8 
MRK Merck & Co., Inc.
+0.67%
+$219.17 
VYM Vanguard High Dividend Yield ETF
+0.67%
+$10,956.58 
FBCG Fidelity Blue Chip Growth Fund
+0.67%
+$12,093.7 
CARG CarGurus, Inc.
+0.66%
+$4.6 
VB Vanguard Small-Cap ETF
+0.66%
+$1,411.81 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.66%
+$264.88 
RMD ResMed Inc.
+0.65%
+$7.55 
DOC Healthpeak Properties, Inc.
+0.65%
+$5.4 
VICI Vici Properties Inc.
+0.65%
+$6.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.64%
+$15.4 
WMT Walmart Inc.
+0.64%
+$22,701.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.64%
+$902.98 
PODD Insulet Corporation
+0.63%
+$4.7 
VTV Vanguard Value ETF
+0.63%
+$31,937 
INTC Intel Corporation
+0.63%
+$97.44 
SCHF Schwab International Equity ETF
+0.63%
+$788.2 
PCAR PACCAR Inc.
+0.62%
+$134.52 
GOOG Alphabet Inc
+0.62%
+$3,040.56 
TEAM Atlassian Corporation Class A
+0.62%
+$19.72 
TGT Target Corporation
+0.62%
+$61.61 
USO United States Oil Fund, LP
+0.62%
+$19.14 
RYAN Ryan Specialty Holdings Inc.
+0.61%
+$2.6 
BMY Bristol-Myers Squibb Company
+0.61%
+$76.26 
MKC McCormick & Company, Incorporated
+0.61%
+$3.3 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.61%
+$881.95 
MO Altria Group, Inc.
+0.6%
+$757.26 
PNR Pentair plc
+0.6%
+$37.23 
COP ConocoPhillips
+0.6%
+$179.58 
FANG Diamondback Energy Inc
+0.6%
+$20.71 
DASH DoorDash, Inc.
+0.59%
+$13.4 
KLAC KLA Corporation
+0.59%
+$50.75 
GOGO Gogo Inc.
+0.59%
+$0.01 
BXSL Blackstone Secured Lending Fund
+0.59%
+$0.14 
ASML ASML Holding N.V. New York Registry Shares
+0.58%
+$10,128.23 
EW Edwards Lifesciences Corporation
+0.57%
+$33.8 
FSK FS KKR Capital Corp.
+0.57%
+$0.42 
SNY Sanofi American Depositary Receipt
+0.56%
+$44 
AIT Applied Industrial Technologies Inc.
+0.56%
+$3.54 
TAN Invesco Solar ETF
+0.56%
+$21.84 
KRC Kilroy Realty Corporation
+0.55%
+$4 
RCL Royal Caribbean Group
+0.55%
+$1,259.97 
VCR Vanguard Consumer Discretionary ETF
+0.55%
+$42.1 
CVX Chevron Corporation
+0.54%
+$751.12 
SCHM Schwab U.S. Mid-Cap ETF
+0.54%
+$212.23 
LIN Linde plc
+0.53%
+$161.2 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.53%
+$2.44 
EFC ELLINGTON FINANCIAL INC 1EL REIT
+0.53%
+$0.84 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.53%
+$1,517.78 
RTH VanEck Retail ETF
+0.53%
+$8,273.16 
VDE Vanguard Energy ETF
+0.52%
+$4.75 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.52%
+$3.22 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.52%
+$0.23 
SHOP Shopify Inc.
+0.52%
+$59.08 
EFV iShares MSCI EAFE Value ETF
+0.52%
+$197.4 
SPXN ProShares S&P 500 Ex-Financials ETF
+0.51%
+$242.93 
DOCU DocuSign Inc.
+0.51%
+$2.31 
VONV Vanguard Russell 1000 Value Index Fund
+0.51%
+$738.15 
BNO United States Brent Oil Fund, LP
+0.5%
+$70.56 
SCHW Charles Schwab Corporation
+0.5%
+$131.89 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.5%
+$0.46 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.49%
+$8.84 
AA Alcoa Corporation
+0.49%
+$55.25 
IEMG iShares Core MSCI Emerging Markets ETF
+0.48%
+$672.29 
HTGC Hercules Capital Inc.
+0.48%
+$410.98 
IWR iShares Russell Mid-Cap ETF
+0.48%
+$62.54 
VT Vanguard Total World Stock ETF
+0.48%
+$136.17 
XLE Energy Select Sector SPDR Fund
+0.48%
+$261.02 
PLUG Plug Power Inc.
+0.48%
+$0.79 
TRMB Trimble Inc.
+0.47%
+$2.8 
IVV iShares Core S&P 500 ETF
+0.47%
+$54.38 
ESGE iShares ESG Aware MSCI EM ETF
+0.47%
+$6.63 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.47%
+$34,753.75 
BEN Franklin Resources Inc.
+0.47%
+$5.43 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$82,305.29 
FENY Fidelity MSCI Energy Index ETF
+0.46%
+$10,589.7 
VOO Vanguard S&P 500 ETF
+0.46%
+$4,182.05 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.46%
+$4,533.31 
IWY iShares Russell Top 200 Growth ETF
+0.45%
+$2,423.06 
VOOG Vanguard S&P 500 Growth ETF
+0.45%
+$90 
TTE TotalEnergies SE
+0.45%
+$88.29 
AAT American Assets Trust, Inc.
+0.45%
+$3.5 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.44%
+$567 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.44%
+$78.54 
SAIA Saia, Inc.
+0.44%
+$5.88 
VO Vanguard Mid-Cap ETF
+0.44%
+$339.84 
ISRG Intuitive Surgical, Inc.
+0.44%
+$134.46 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.43%
+$67.08 
VONG Vanguard Russell 1000 Growth Fund
+0.43%
+$31,224.42 
CVS CVS Health Corporation
+0.43%
+$6.72 
VZ Verizon Communications Inc.
+0.43%
+$28.59 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.42%
+$20.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.42%
+$93.38 
REYN Reynolds Consumer Products Inc.
+0.42%
+$2.85 
IEFA iShares Core MSCI EAFE ETF
+0.41%
+$584.25 
DCI Donaldson Company, Inc.
+0.41%
+$3.7 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.41%
+$826.56 
SCHB Schwab U.S. Broad Market ETF
+0.41%
+$81 
AEP American Electric Power Company, Inc.
+0.41%
+$9.5 
IVE ISHARES S&P 500 VALUE ETF
+0.4%
+$7.56 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.4%
+$744.75 
BUD Anheuser-Busch InBev S.A. ADR
+0.39%
+$23.87 
SPLV Invesco S&P 500 Low Volatility ETF
+0.39%
+$4.35 
XYLD Global X S&P 500 Covered Call ETF
+0.39%
+$0.16 
EFG iShares MSCI EAFE Growth ETF
+0.38%
+$106.69 
IQLT iShares MSCI International Quality Factor ETF
+0.38%
+$118.17 
DUK Duke Energy Corporation
+0.38%
+$75.44 
AMGN Amgen Inc.
+0.37%
+$106.6 
IWX iShares Russell Top 200 Value ETF
+0.37%
+$508.2 
SBAR Simplify Barrier Income ETF
+0.37%
+$586.25 
ACB Aurora Cannabis Inc.
+0.37%
+$0.06 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.37%
+$1.17 
AAPL Apple Inc.
+0.37%
+$40,080.39 
XYL Xylem Inc.
+0.36%
+$7.41 
NBOS Neuberger Berman Option Strategy ETF
+0.36%
+$7.41 
NVS Novartis AG Sponsored ADR
+0.36%
+$4,659.14 
SAIC Science Applications International Corporation Common Stock
+0.36%
+$0.46 
RIO Rio Tinto Plc Sponsored ADR
+0.36%
+$33.95 
CB Chubb Limited
+0.36%
+$49.61 
THRO iShares U.S. Thematic Rotation Active ETF
+0.36%
+$0.47 
ESGU iShares ESG Aware MSCI USA ETF
+0.35%
+$28.91 
HIG The Hartford Insurance Group, Inc.
+0.35%
+$4.8 
EDIV SPDR S&P Emerging Markets Dividend ETF
+0.34%
+$6.3 
WPC W. P. Carey Inc.
+0.34%
+$2.35 
IBM International Business Machines Corporation
+0.33%
+$35.42 
TNET TriNet Group, Inc.
+0.33%
+$2.2 
SPYI NEOS S&P 500 High Income ETF
+0.33%
+$0.87 
STZ Constellation Brands, Inc.
+0.32%
+$1.25 
WCC Wesco International Inc.
+0.32%
+$4.22 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.32%
+$18,693.62 
TQQQ ProShares UltraPro QQQ
+0.32%
+$0.44 
L Loews Corporation
+0.32%
+$6.9 
VIG Vanguard Dividend Appreciation ETF
+0.32%
+$30.4 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.31%
+$0.39 
ETR Entergy Corporation
+0.31%
+$8.25 
VTR Ventas Inc.
+0.3%
+$10.64 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.3%
+$2.88 
SPMO Invesco S&P 500 Momentum ETF
+0.3%
+$0.44 
ODFL Old Dominion Freight Line, Inc.
+0.29%
+$15.94 
SPHQ Invesco S&P 500 Quality ETF
+0.29%
+$0.24 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.29%
+$855.2 
DOV Dover Corporation
+0.29%
+$8.68 
VUG Vanguard Growth ETF
+0.29%
+$19.5 
LNG Cheniere Energy Inc.
+0.28%
+$8.35 
SO The Southern Company
+0.28%
+$205 
QUAL iShares MSCI USA Quality Factor ETF
+0.28%
+$62 
TDG TransDigm Group Inc.
+0.28%
+$3.21 
EXC Exelon Corporation
+0.27%
+$6.72 
ABNB Airbnb, Inc.
+0.27%
+$2.48 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$31.62 
BHP BHP Group Ltd.
+0.27%
+$31.5 
NRG NRG Energy, Inc.
+0.27%
+$1.45 
ADI Analog Devices, Inc.
+0.26%
+$23.25 
PFIX Simplify Interest Rate Hedge ETF
+0.26%
+$2.56 
O Realty Income Corporation
+0.26%
+$4.8 
APAM Artisan Partners Asset Management Inc.
+0.25%
+$1.57 
LLY Eli Lilly and Company
+0.25%
+$11,634.8 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.25%
+$0.24 
VGK Vanguard FTSE Europe ETF
+0.25%
+$2.25 
RSG Republic Services, Inc.
+0.24%
+$2.73 
BITO ProShares Bitcoin ETF
+0.24%
+$0.03 
WM Waste Management, Inc.
+0.23%
+$4,518.5 
XBI SPDR S&P Biotech ETF
+0.22%
+$0.36 
DEI Douglas Emmett Inc.
+0.22%
+$1.12 
RINF ProShares Inflation Expectations ETF
+0.21%
+$0.49 
UNP Union Pacific Corporation
+0.21%
+$28.06 
XMMO Invesco S&P MidCap Momentum ETF
+0.21%
+$3,516.97 
TECH Bio-Techne Corporation
+0.21%
+$6.75 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.21%
+$84.13 
XPO XPO Inc.
+0.2%
+$51.68 
ED Consolidated Edison, Inc.
+0.2%
+$2.2 
CNP CenterPoint Energy Inc.
+0.2%
+$1.6 
IXC iShares Global Energy ETF
+0.2%
+$3,685.2 
FEZ SPDR Euro Stoxx 50 ETF
+0.2%
+$44.38 
MS Morgan Stanley
+0.2%
+$131.46 
MPWR Monolithic Power Systems, Inc.
+0.2%
+$2,659.32 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.2%
+$39.06 
HIGH Simplify Enhanced Income ETF
+0.19%
+$552.52 
HAS Hasbro Inc.
+0.18%
+$3.3 
TXT Textron Inc.
+0.18%
+$1.4 
RXO Rxo Inc.
+0.17%
+$1.57 
GIS General Mills, Inc.
+0.17%
+$1.05 
AMR Alpha Metallurgical Resources, Inc.
+0.17%
+$21.84 
DVN Devon Energy Corporation
+0.16%
+$3.2 
EQT EQT Corporation
+0.16%
+$1.35 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.16%
+$55.34 
CMI Cummins Inc.
+0.15%
+$73.1 
TT Trane Technologies plc
+0.15%
+$16.08 
SNA Snap-on Inc.
+0.15%
+$5.6 
SOUN SoundHound AI Inc.
+0.15%
+$0.19 
NEE NextEra Energy, Inc.
+0.14%
+$5,165.04 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.14%
+$21,546.3 
TM Toyota Motor Corporation
+0.14%
+$0.56 
MAR Marriott International Inc. - Class A
+0.14%
+$43.24 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.14%
+$2.28 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.14%
+$0.4 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.14%
+$3.22 
IXN iShares Global Tech ETF
+0.14%
+$0.38 
AES AES Corporation
+0.14%
+$1.2 
EOG EOG Resources, Inc.
+0.14%
+$12.2 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.13%
+$7.8 
ES Eversource Energy
+0.13%
+$0.9 
BRHY iShares High Yield Active ETF
+0.13%
+$1,096.87 
MRSH Marsh & McLennan Companies, Inc.
+0.13%
+$6.72 
VIS Vanguard Industrials ETF
+0.13%
+$0.42 
QUBT Quantum Computing Inc.
+0.12%
+$0.6 
HYLS FT Tactical High Yield ETF
+0.12%
+$2.9 
HYDB iShares High Yield Systematic Bond ETF
+0.12%
+$0.33 
GBTC Grayscale Bitcoin Trust ETF
+0.12%
+$6.93 
PPL PPL Corporation
+0.12%
+$0.8 
BITX 2X BITCOIN STRATEGY ETF
+0.12%
+$2.34 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.11%
+$6 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.11%
+$58.77 
QQQ Invesco QQQ Trust, Series 1
+0.11%
+$17,551.78 
WDIV SPDR S&P Global Dividend ETF
+0.11%
+$4.72 
INOD Innodata Inc.
+0.11%
+$12 
HQH Tekla Healthcare Investors
+0.11%
+$52.42 
SPEM SPDR Portfolio Emerging Markets ETF
+0.1%
+$174.07 
SOXL Direxion Daily Semiconductor Bull 3X Shares
+0.1%
+$24.73 
XLI Industrial Select Sector SPDR Fund
+0.1%
+$5,541.83 
FTEC Fidelity MSCI Information Technology Index ETF
+0.1%
+$18.36 
VPU Vanguard Utilities ETF
+0.1%
+$2,647.38 
WEC WEC Energy Group Inc.
+0.09%
+$1 
VGT Vanguard Information Technology ETF
+0.09%
+$531.52 
DTE DTE Energy Company
+0.09%
+$1.25 
IBIT iShares Bitcoin Trust
+0.09%
+$69.12 
MCD McDonald's Corporation
+0.09%
+$30.13 
VEEV Veeva Systems Inc.
+0.09%
+$3.92 
WBD Warner Bros. Discovery, Inc.
+0.09%
+$13.37 
SNDK SanDisk Corporation
+0.09%
+$4.05 
HD The Home Depot, Inc.
+0.08%
+$2,199.5 
ATO Atmos Energy Corporation
+0.08%
+$0.7 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.08%
+$0.14 
OXY Occidental Petroleum Corporation
+0.08%
+$0.75 
SCEC Sterling Capital Enhanced Cash ETF
+0.08%
+$362.54 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.08%
+$0.22 
DBC Invesco DB Commodity Index Tracking Fund
+0.08%
+$7.35 
ARKB Ark 21Shares Bitcoin ETF
+0.08%
+$0.18 
HEI.A Heico Corporation
+0.08%
+$0.93 
AGGH Simplify Aggregate Bond ETF
+0.08%
+$114.57 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.08%
+$7.36 
IYW iShares U.S. Technology ETF
+0.07%
+$11,845.98 
MOAT VanEck Morningstar Wide Moat Fund
+0.07%
+$2.4 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.07%
+$0.58 
VWO Vanguard FTSE Emerging Markets ETF
+0.07%
+$112.64 
SPHY SPDR Portfolio High Yield Bond ETF
+0.07%
+$108.69 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.06%
+$5.33 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.06%
+$0.55 
GAEM Simplify Gamma Emerging Market Bond ETF
+0.06%
+$45.94 
PH Parker-Hannifin Corporation
+0.05%
+$2.97 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.05%
+$2.1 
BINC iShares Flexible Income Active ETF
+0.05%
+$49.48 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$11.72 
GOVT iShares U.S. Treasury Bond ETF
+0.04%
+$119.06 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.04%
+$0.42 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$8.2 
OGN Organon & Co.
+0.04%
+$0.01 
BUCK Simplify Treasury Option Income ETF
+0.04%
+$114.14 
SOXX iShares Semiconductor ETF
+0.03%
+$35.53 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$133.82 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$47.97 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.03%
+$2.06 
VUSB Vanguard Ultra-Short Bond ETF
+0.03%
+$0.7 
VGLT Vanguard Long-Term Treasury Fund
+0.03%
+$0.77 
IEI iShares 3-7 Year Treasury Bond ETF
+0.03%
+$44.25 
ACGL Arch Capital Group Ltd
+0.03%
+$0.25 
GTO Invesco Total Return Bond ETF
+0.02%
+$0.72 
AGG iShares Core U.S. Aggregate Bond ETF
+0.02%
+$92.06 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.02%
+$9.96 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$4.11 
YEAR AB Ultra Short Income ETF
+0.02%
+$82.72 
BCS Barclays PLC Sponsored ADR
+0.02%
+$2.49 
TIP iShares TIPS Bond ETF
+0.02%
+$0.32 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$1.77 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.02%
+$0.41 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$26.88 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$0.01 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.01%
+$3.11 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$2.2 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.01%
+$0.59 
IUSB iShares Core Universal USD Bond ETF
+0.01%
+$0.19 
CTSH Cognizant Technology Solutions Corporation
+0.01%
+$0.1 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$9.03 
AEE Ameren Corporation
0%
$0 
AL Air Lease Corporation
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CMA Comerica Inc.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
CVGW Calavo Growers, Inc.
0%
$0 
CYBR CyberArk Software Ltd
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQR Equity Residential
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
KIM Kimco Realty Corporation
0%
$0 
SQ Block, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
UNG United States Natural Gas Fund, L.P.
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
MSIF MSC Income Fund Inc.
0%
$0 CGC
CGC
0%
$0 MNMD
MNMD
0%
$0 MST
MST
0%
$0 G364
G3643J108
0%
$0 AZN
AZN
0%
$0 UL
UL
0%
$0 
CRDO Credo Technology Group Holding Ltd.
-20.82%
-$430.3 
MDB MongoDB Inc.
-12.45%
-$594.44 
PANW Palo Alto Networks, Inc.
-10.42%
-$377.3 
DDOG Datadog, Inc. Class A Common Stock
-6.1%
-$204.75 
CRWD CrowdStrike Holdings, Inc.
-5.86%
-$2,419.2 
EIX Edison International
-5.8%
-$51.15 
PLTR Palantir Technologies Inc.
-5.63%
-$76,484.25 
FTNT Fortinet Inc.
-5.5%
-$311.85 
IOT Samsara Inc. Class A Common Stock
-5.18%
-$46.58 
NET Cloudflare Inc.
-5.04%
-$661.25 
FIG Figma Inc. Class A Common Stock
-4.96%
-$189 
PCG PG&E Corporation
-4.73%
-$33.25 
DOCN DigitalOcean Holdings Inc.
-4.73%
-$133.9 
NIO Nio Inc.
-4.43%
-$82.62 
SNOW Snowflake Inc.
-3.9%
-$211.82 
NOW ServiceNow, Inc.
-3.83%
-$629.05 
BWXT Bwx Technologies Inc.
-3.7%
-$29.85 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.53%
-$98.8 
CIBR First Trust NASDAQ Cybersecurity ETF
-3.34%
-$64.2 
GH Guardant Health Inc.
-3.25%
-$80.17 
CME CME Group Inc.
-3.2%
-$137.4 
CRON Cronos Group Inc.
-3.11%
-$1.26 
ZS Zscaler Inc.
-3.05%
-$48.96 
MRNA Moderna, Inc.
-3.03%
-$196.56 
LDOS Leidos Holdings Inc.
-2.91%
-$20.25 
NNOX Nano-X Imaging Ltd.
-2.9%
-$0.02 
THC Tenet Healthcare Corporation
-2.87%
-$2,082.99 
IRM Iron Mountain Inc.
-2.8%
-$16 
DNLI Denali Therapeutics Inc.
-2.77%
-$32.25 
SFM Sprouts Farmers Market, Inc.
-2.74%
-$11.07 
ANET Arista Networks, Inc.
-2.64%
-$1,405 
FSLY Fastly, Inc.
-2.62%
-$10.9 
APH Amphenol Corporation
-2.52%
-$575.4 
TWST Twist Bioscience Corporation
-2.42%
-$63.8 
ACHC Acadia Healthcare Company, Inc.
-2.37%
-$23.45 
LMT Lockheed Martin Corporation
-2.34%
-$242.06 
CDNS Cadence Design Systems, Inc.
-2.34%
-$285.48 
PTC PTC Inc.
-2.34%
-$17.85 
AMT American Tower Corporation
-2.33%
-$189.06 
RBRK Rubrik, Inc.
-2.23%
-$788 
PLD Prologis Inc.
-2.18%
-$300.96 
ACMR Acm Research Inc.
-2.15%
-$51.17 
BB BlackBerry Ltd.
-2.11%
-$7.59 
TEM Tempus AI, Inc.
-2.06%
-$164.48 
COHR Coherent Corp.
-2.06%
-$55.9 
RTX RTX Corporation
-1.91%
-$28,918.36 
MRVL Marvell Technology, Inc.
-1.77%
-$268.56 
NSA National Storage Affiliates Trust
-1.77%
-$19.5 
P Everpure Inc.
-1.76%
-$49.5 
AKAM Akamai Technologies Inc.
-1.75%
-$1.86 
CCI Crown Castle Inc.
-1.71%
-$13 
HUBS HubSpot, Inc.
-1.71%
-$25.77 
TS Tenaris S.A.
-1.68%
-$4.75 
HCA HCA Healthcare Inc.
-1.63%
-$60.61 
ADSK Autodesk, Inc.
-1.59%
-$141.84 
HON Honeywell International Inc.
-1.56%
-$416.5 
RHI Robert Half Inc.
-1.54%
-$13.4 
CWK Cushman & Wakefield Ltd.
-1.49%
-$13 
MSTR Strategy Inc.
-1.49%
-$18.6 
GTM ZoomInfo Technologies Inc.
-1.46%
-$3.9 
UGI UGI Corporation
-1.43%
-$11 
EQIX Equinix, Inc.
-1.4%
-$28.84 
SPGI S&P Global Inc.
-1.4%
-$185.25 
IBKR Interactive Brokers Group Inc.
-1.39%
-$70.56 
EXLS ExlService Holdings Inc.
-1.39%
-$7.8 
GD General Dynamics Corporation
-1.38%
-$147.47 
CIVI Civitas Resources Inc.
-1.37%
-$292.98 
GWW W.W. Grainger, Inc.
-1.36%
-$125.02 
CXE MFS High Income Municipal Trust
-1.35%
-$60.8 
SOBO South Bow Corporation
-1.32%
-$1 
FTAI FTAI Aviation Ltd.
-1.32%
-$12.47 
RBLX Roblox Corporation
-1.28%
-$5.2 
GLOB Globant S.A.
-1.27%
-$5.05 
TRP TC Energy Corporation
-1.27%
-$9.6 
NOK Nokia Corporation Sponsored ADR
-1.26%
-$6.62 
WDC Western Digital Corporation
-1.23%
-$165.72 
HWM Howmet Aerospace Inc.
-1.22%
-$193.44 
ADBE Adobe Inc.
-1.22%
-$231 
BIP Brookfield Infrastructure Partners L.P.
-1.2%
-$0.89 
MTD Mettler-Toledo International Inc.
-1.2%
-$16.44 
PAYX Paychex Inc.
-1.18%
-$14.85 
IONQ IonQ, Inc.
-1.17%
-$1.76 
MCO Moody's Corporation
-1.16%
-$189.42 
PBA Pembina Pipeline Corporation
-1.12%
-$3.85 
SYK Stryker Corporation
-1.11%
-$137.86 
FDX FedEx Corporation
-1.1%
-$17.95 
HPE Hewlett Packard Enterprise Company
-1.1%
-$44.8 
UHS Universal Health Services, Inc.
-1.1%
-$20.68 
GLW Corning Incorporated
-1.07%
-$40.56 
CTAS Cintas Corporation
-1.06%
-$21.3 
ICE Intercontinental Exchange, Inc.
-1.05%
-$53.44 
MTSI MACOM Technology Solutions Holdings, Inc.
-1.02%
-$13.4 
FETH Fidelity Ethereum Fund
-1.02%
-$179.83 
CNA CNA Financial Corporation
-1.01%
-$14.7 
TSLA Tesla, Inc.
-1.01%
-$27,088.23 
TJX The TJX Companies, Inc.
-0.99%
-$161.04 
NOC Northrop Grumman Corporation
-0.99%
-$78.9 
BABA Alibaba Group Holding Limited SP ADR
-0.98%
-$5.53 
LRCX Lam Research Corporation
-0.97%
-$270.72 
ETHA iShares Ethereum Trust
-0.96%
-$43.75 
MOD Modine Manufacturing Company
-0.96%
-$17.3 
CRM Salesforce Inc
-0.94%
-$827.16 
SBAC SBA Communications Corporation
-0.94%
-$8.9 
BR Broadridge Financial Solutions, Inc.
-0.94%
-$202.8 
BLK BlackRock, Inc.
-0.92%
-$17,280.44 
BIYA Baiya International Group Inc.
-0.91%
-$0.06 
ORLY O'Reilly Automotive Inc.
-0.9%
-$30.21 
FAST Fastenal Co.
-0.9%
-$44.88 
TRU TransUnion
-0.89%
-$7.45 
CBRE CBRE Group Inc.
-0.89%
-$116.48 
CSCO Cisco Systems, Inc.
-0.88%
-$161.02 
UHAL-B U-Haul Holding Company
-0.86%
-$7.72 
COST Costco Wholesale Corporation
-0.86%
-$30,820.58 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.86%
-$199.92 
SAP SAP SE Sponsored ADR
-0.85%
-$210.6 
MSFT Microsoft Corp.
-0.84%
-$53,782.61 
AZO AutoZone Inc.
-0.83%
-$1,674.17 
SPG Simon Property Group, Inc.
-0.83%
-$26.32 
ADP Automatic Data Processing Inc.
-0.82%
-$1,048.5 
ITA iShares U.S. Aerospace & Defense ETF
-0.8%
-$31,934.01 
ALGM Allegro MicroSystems, Inc.
-0.79%
-$8.4 
LHX L3Harris Technologies, Inc.
-0.76%
-$10.05 
SMCI Super Micro Computer Inc
-0.76%
-$6,636.56 
AMAT Applied Materials, Inc.
-0.72%
-$535.73 
KMI Kinder Morgan, Inc.
-0.72%
-$956.79 
XAR SPDR S&P Aerospace & Defense ETF
-0.71%
-$119.26 
AMD Advanced Micro Devices, Inc.
-0.7%
-$866.98 
BP BP p.l.c. Sponsored ADR
-0.7%
-$187.55 
CRSP Crispr Therapeutics AG
-0.68%
-$0.39 
CSGP CoStar Group, Inc.
-0.67%
-$14.84 
XLRE The Real Estate Select Sector SPDR Fund
-0.67%
-$11.21 
PATH Uipath Inc.
-0.63%
-$4.03 
RGTI Rigetti Computing Inc
-0.63%
-$164.92 
PSA Public Storage Common Stock
-0.63%
-$19.1 
ARM Arm Holdings plc American Depositary Receipt
-0.61%
-$146.88 
URI United Rentals, Inc.
-0.61%
-$24.04 
ETSY Etsy Inc.
-0.59%
-$14.4 
NXST Nexstar Media Group Inc.
-0.57%
-$5.1 
EHC Encompass Health Corporation
-0.56%
-$6.12 
OMCL Omnicell Inc.
-0.55%
-$3.8 
QS QuantumScape Corp
-0.55%
-$2.88 
IYR iShares U.S. Real Estate ETF
-0.55%
-$1.12 
VNQ Vanguard Real Estate ETF
-0.51%
-$86.13 
D Dominion Energy, Inc.
-0.51%
-$15.3 
EXPD Expeditors International of Washington, Inc.
-0.5%
-$75.2 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.49%
-$14.62 
USFD US Foods Holding Corp
-0.48%
-$5.1 
GSK GSK plc Sponsored ADR
-0.47%
-$113.28 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.46%
-$42 
IWP iShares Russell Mid-Cap Growth ETF
-0.46%
-$582.75 
NBH Neuberger Berman Municipal Fund Inc.
-0.45%
-$15.97 
IDXX IDEXX Laboratories, Inc.
-0.43%
-$23.7 
MSCI MSCI Inc.
-0.43%
-$9.8 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-0.43%
-$11,350.25 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.43%
-$14.9 
AVGO Broadcom Inc.
-0.42%
-$17,777 
TTWO Take-Two Interactive Software, Inc.
-0.41%
-$9.9 
PML PIMCO Municipal Income Fund II
-0.41%
-$73.17 
NVT nVent Electric plc
-0.41%
-$45 
XOM Exxon Mobil Corporation
-0.39%
-$17,474.34 
XEL Xcel Energy Inc.
-0.38%
-$5.8 
AM Antero Midstream Corporation
-0.38%
-$6.21 
ACM Aecom
-0.38%
-$1.25 
NNN NNN REIT, Inc.
-0.38%
-$2.55 
GM General Motors Company
-0.37%
-$5.76 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.36%
-$72.54 
JD JD.com Inc.
-0.32%
-$1.44 
ASH Ashland Inc.
-0.32%
-$1.2 
R Ryder System Inc.
-0.32%
-$450.45 
FICO Fair Isaac Corporation
-0.32%
-$6.96 
CTA Simplify Managed Futures Strategy ETF
-0.31%
-$1,059.84 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.31%
-$492.22 
NSC Norfolk Southern Corporation
-0.3%
-$5.07 
TSAT Telesat Corporation
-0.3%
-$2.6 
QBTS D-Wave Quantum Inc.
-0.3%
-$2.4 
EXE Expand Energy Corporation
-0.3%
-$0.6 
WELL Welltower Inc.
-0.29%
-$16.1 
PTF Invesco Dorsey Wright Technology ETF
-0.29%
-$735.48 
XNTK SPDR NYSE Technology ETF
-0.27%
-$2.83 
MMM 3M Company
-0.26%
-$11 
DXCM DexCom, Inc.
-0.26%
-$0.93 
PWR Quanta Services Inc.
-0.26%
-$144.44 
REXR Rexford Industrial Realty, Inc.
-0.26%
-$3.8 
VRT Vertiv Holdings Co
-0.25%
-$66.95 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-0.25%
-$1.43 
FIX Comfort Systems USA, Inc.
-0.24%
-$19.02 
ATI ATI Inc.
-0.23%
-$4.7 
ITW Illinois Tool Works Inc.
-0.23%
-$13.02 
GS The Goldman Sachs Group, Inc.
-0.21%
-$282.96 
ICLR ICON plc
-0.21%
-$1.36 
ACN Accenture plc Class A
-0.21%
-$16.38 
VOT Vanguard Mid-Cap Growth ETF
-0.21%
-$65.27 
XLK State Street Technology Select Sector SPDR ETF
-0.18%
-$357.68 
ITGR Integer Holdings Corporation
-0.17%
-$0.65 
SNPS Synopsys, Inc.
-0.17%
-$3.5 
DXPE DXP Enterprises, Inc.
-0.16%
-$1.43 
ARKK ARK Innovation ETF Fund
-0.16%
-$0.13 
RXRX Recursion Pharmaceuticals, Inc.
-0.15%
-$5 
WY Weyerhaeuser Company
-0.15%
-$1.05 
GILD Gilead Sciences Inc.
-0.15%
-$39.38 
SRE Sempra
-0.14%
-$1.15 
GE General Electric Company
-0.13%
-$14.19 
SU Suncor Energy Inc.
-0.13%
-$29.79 
JCI Johnson Controls International plc
-0.13%
-$35.28 
SE Sea Ltd.
-0.12%
-$1.4 
IT Gartner Inc.
-0.12%
-$2.47 
PINS Pinterest, Inc. Class A
-0.12%
-$1.73 
PHK PIMCO High Income Fund
-0.12%
-$29.43 
CPRT Copart Inc.
-0.11%
-$1.82 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.1%
-$106.85 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.1%
-$3.55 
CR Crane NXT Co.
-0.1%
-$0.95 
ETN Eaton Corporation plc
-0.09%
-$18.36 
SEM Select Medical Holdings Corp.
-0.09%
-$0.75 
INTU Intuit Inc.
-0.09%
-$53.32 
SMB VanEck Short Muni ETF
-0.09%
-$39.42 
BMNR Bitmine Immersion Technologies, Inc.
-0.09%
-$12 
WAB Wabtec Corporation
-0.09%
-$1.2 
EFX Equifax Inc.
-0.08%
-$0.75 
MUB iShares National Muni Bond ETF
-0.08%
-$82.96 
RKLB Rocket Lab Corporation
-0.08%
-$54.05 
ZTS Zoetis Inc.
-0.08%
-$1.92 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.08%
-$7.07 
YUM Yum! Brands, Inc.
-0.07%
-$1.1 
CLOI VanEck CLO ETF
-0.07%
-$1.12 
CSX CSX Corporation
-0.05%
-$13.55 
FDN First Trust Dow Jones Internet Index Fund
-0.05%
-$0.72 
ON ON Semiconductor Corporation
-0.05%
-$1.93 
NTAP NetApp, Inc.
-0.04%
-$1.05 
CI The Cigna Group
-0.03%
-$1.8 
CLX The Clorox Company
-0.03%
-$0.3 
BNDX Vanguard Total International Bond ETF
-0.03%
-$6.51 
BST BlackRock Science and Technology Trust
-0.03%
-$14.03 
AMZN Amazon.com Inc
-0.02%
-$1,294.92 
NLY Annaly Capital Management, Inc.
-0.02%
-$1.16 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$1.41 
COIN Coinbase Global, Inc.
-0.01%
-$0.43 
IAGG iShares International Aggregate Bond Fund
-0.01%
-$5.3 
JPM JPMorgan Chase & Co.
-0.01%
-$348.41 
SHEL Shell plc
-0.01%
-$66.5 
ABBV AbbVie Inc.
0%
-$150.56 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1110 | Longs Won 689/1110 62% | Profit Factor 9.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $367,844.2 |
| Average Win $101,902.08 | Best Trade (Aug 18) $7.67M | Sharpe Ratio -17.65 |
| Average Loss -$18,517.15 | Worst Trade (Mar 31) -$922,682.78 | Z-Score 10.07 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $56,229.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 20 | $2,567 | $3,026.8 | - | $459.8 | 17.91% | +0.94% |
| AA Alcoa Corporation | 221 | $7,269 | $11,304.15 | - | $4,035.15 | 55.51% | +0.491% |
| AAAU Goldman Sachs Physical Gold ETF | 1 | $38.12 | $43.12 | - | $5 | 13.12% | +1.066% |
| AAL American Airlines Group Inc. | 3,304 | $37,141 | $43,530.2 | - | $6,389.2 | 17.2% | +1.737% |
| AAPL Apple Inc. | 33,681 | $8.22M | $10.99M | - | $2.77M | 33.65% | +0.366% |
| AAT American Assets Trust, Inc. | 35 | $711 | $787.85 | - | $76.85 | 10.81% | +0.446% |
| ABBV AbbVie Inc. | 15,071 | $2.95M | $3.92M | - | $971,101.02 | 32.95% | -0.004% |
| ABNB Airbnb, Inc. | 5 | $607 | $915.2 | - | $308.2 | 50.77% | +0.271% |
| ABT Abbott Laboratories | 229 | $30,672 | $25,451.06 | - | -$5,220.94 | -17.02% | +2.029% |
| ACB Aurora Cannabis Inc. | 4 | $24 | $16.26 | - | -$7.74 | -32.25% | +0.37% |
| ACGL Arch Capital Group Ltd | 10 | $907 | $986.35 | - | $79.35 | 8.75% | +0.025% |
| ACHC Acadia Healthcare Company, Inc. | 35 | $867 | $965.3 | - | $98.3 | 11.34% | -2.372% |
| ACHR Archer Aviation Inc. | 574 | $5,499 | $3,248.84 | - | -$2,250.16 | -40.92% | +1.799% |
| ACM Aecom | 5 | $652 | $329.9 | - | -$322.1 | -49.4% | -0.377% |
| ACMR Acm Research Inc. | 34 | $1,330 | $2,330.19 | - | $1,000.19 | 75.2% | -2.149% |
| ACN Accenture plc Class A | 42 | $10,357 | $7,883.4 | - | -$2,473.6 | -23.88% | -0.207% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 6 | $390 | $463.48 | - | $73.48 | 18.84% | +0.529% |
| ADBE Adobe Inc. | 66 | $23,282 | $18,650.28 | - | -$4,631.72 | -19.89% | -1.223% |
| ADI Analog Devices, Inc. | 25 | $6,143 | $8,886.25 | - | $2,743.25 | 44.66% | +0.262% |
| ADP Automatic Data Processing Inc. | 450 | $132,075 | $126,522 | - | -$5,553 | -4.2% | -0.822% |
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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 Fabian Guerra?
The largest contributions to the portfolio's profits come from the following stocks: Communication Services Select Sector SPDR Fund - $588,832.18, Financial Select Sector SPDR Fund - $513,679.99, Fidelity MSCI Communication Services Index ETF - $412,885.7, Vanguard Value ETF - $354,001.43, and VanEck Semiconductor ETF - $344,960.07. 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: Fidelity MSCI Consumer Discretionary Index ETF - $659,797.15, Invesco S&P MidCap Momentum ETF - $543,165.38, Health Care Select Sector SPDR Fund - $415,191.75, Invesco S&P SmallCap Momentum ETF - $235,425.1, and PayPal Holdings Inc - $140,794.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Fabian Guerra's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.36M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $264,639.07, First Trust Morningstar Dividend Leaders Index Fund - $181,543.86, Communication Services Select Sector SPDR Fund - $153,155.25, Fidelity MSCI Communication Services Index ETF - $151,726.3, and NextEra Energy, Inc - $151,465.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Fabian Guerra's monthly returns?
Fabian Guerra's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Fabian Guerra's strategy be considered aggressive or moderate?
Fabian Guerra's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Fabian Guerra's strategy?
Fabian Guerra'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.
