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:
36.33%
Gain +0.16%
Monthly
1.45%
Yearly
18.91%
Drawdown
21.61%
$303.99M
Equity
Holdings
$303.99M
Investment
$239.89M
$64.75M
Profit +$416,198.97
Realized
$654,527.5
Unrealized
$64.1M
Dividends
$5.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$416,198.97
Win %
60%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$2.64M
Win %
60%
This Month
Compared to last month
Gain
1.18%
Profit
$3.53M
Win %
60%
This Year
Compared to last year
Gain
11.78%
Profit
$32.03M
Win %
60%
QVCGA QVC Group, Inc. - Series A
+54.55%
+$1.92 
OPK Opko Health Inc.
+21.9%
+$0.3 
RXRX Recursion Pharmaceuticals, Inc.
+16.71%
+$625 
TRU TransUnion
+8.87%
+$59.4 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+8.77%
+$47.88 
PAG Penske Automotive Group Inc.
+8.55%
+$249.9 
ETSY Etsy Inc.
+8.37%
+$208.35 
ZVSA Zyversa Therapeutics Inc.
+7.87%
+$0.02 
KD Kyndryl Holdings Inc.
+7.76%
+$173.85 
BLMN Bloomin' Brands Inc.
+7.59%
+$85.2 
POOL Pool Corporation
+7.54%
+$59.6 
OPEN Opendoor Technologies Inc.
+7.29%
+$145 
IP International Paper Company
+7.12%
+$34.05 
TTD The Trade Desk, Inc. Class A
+6.94%
+$5.07 
ELF Elf Beauty Inc.
+6.75%
+$36.5 
CROX Crocs, Inc.
+6.7%
+$15.74 
EFX Equifax Inc.
+6.6%
+$49.62 
CSGP CoStar Group, Inc.
+6.46%
+$134.21 
INTU Intuit Inc.
+6.37%
+$3,402.16 
CAVA Cava Group Inc.
+6.26%
+$32.3 
IT Gartner Inc.
+6.14%
+$132.28 
LAD Lithia Motors Inc.
+6.04%
+$169.9 
EBAY eBay Inc.
+6%
+$91.13 
HUBS HubSpot, Inc.
+5.93%
+$80.46 
AJG Arthur J. Gallagher & Co.
+5.88%
+$654.71 
APP AppLovin Corporation Class A Common Stock
+5.87%
+$385 
BC Brunswick Corporation
+5.69%
+$52.87 
TOST Toast Inc.
+5.68%
+$33.9 
FIG Figma Inc. Class A Common Stock
+5.62%
+$169.4 
EPAM Epam Systems Inc.
+5.61%
+$32.15 
NKE Nike, Inc. - Class B
+5.51%
+$935.54 
NOW ServiceNow, Inc.
+5.48%
+$882.05 
PSKY Paramount Skydance Corporation Class B Common Stock
+5.45%
+$1,282.7 
MRSH Marsh & McLennan Companies, Inc.
+5.45%
+$272.16 
RDDT Reddit Inc Class A
+5.44%
+$16.18 
GLOB Globant S.A.
+5.44%
+$20.05 
CPRT Copart Inc.
+5.42%
+$74.1 
ACN Accenture plc Class A
+5.32%
+$480.06 
BLDR Builders FirstSource, Inc.
+5.3%
+$281.4 
VEEV Veeva Systems Inc.
+5.3%
+$252 
ADSK Autodesk, Inc.
+5.26%
+$437.72 
COKE Coca-Cola Consolidated Inc.
+5.22%
+$323.95 
AN AutoNation Inc.
+5.22%
+$80 
DXC Dxc Technology Co.
+5.16%
+$33 
LEN Lennar Corporation
+5.12%
+$737.94 
LULU lululemon athletica inc.
+5.08%
+$23.9 
CPB The Campbell's Company
+5.08%
+$24.25 
MRNA Moderna, Inc.
+5.04%
+$478.8 
LLY Eli Lilly and Company
+5.01%
+$242,886.48 
CVNA Carvana Co.
+5%
+$72.5 
FICO Fair Isaac Corporation
+5%
+$71.94 
IONQ IonQ, Inc.
+4.98%
+$6.26 
BBY Best Buy Co., Inc.
+4.95%
+$163.17 
WDAY Workday Inc.
+4.92%
+$139.2 
RYAN Ryan Specialty Holdings Inc.
+4.89%
+$18.6 
KMB Kimberly-Clark Corporation
+4.79%
+$90.44 
H Hyatt Hotels Corporation
+4.76%
+$282.12 
CTSH Cognizant Technology Solutions Corporation
+4.72%
+$59 
ZTS Zoetis Inc.
+4.61%
+$111.04 
QUBT Quantum Computing Inc.
+4.6%
+$17.69 
TRIP Tripadvisor Inc.
+4.59%
+$18.45 
KGC Kinross Gold Corporation
+4.56%
+$433.4 
AZO AutoZone Inc.
+4.51%
+$8,933.15 
BKNG Booking Holdings Inc.
+4.5%
+$903.75 
YELP Yelp Inc.
+4.47%
+$5.22 
UNH UnitedHealth Group Incorporated
+4.32%
+$52,397.94 
VTRS Viatris Inc.
+4.28%
+$2.24 
EXLS ExlService Holdings Inc.
+4.26%
+$23.85 
IOT Samsara Inc. Class A Common Stock
+4.24%
+$39.79 
XYZ Block, Inc.
+4.23%
+$96.3 
QS QuantumScape Corp
+4.2%
+$15.84 
ADBE Adobe Inc.
+4.19%
+$665.28 
AON Aon plc
+4.17%
+$57.35 
CBRE CBRE Group Inc.
+4.14%
+$485.94 
MHK Mohawk Industries, Inc.
+4.14%
+$24.85 
DHI D.R. Horton, Inc.
+4.07%
+$97.92 
SFM Sprouts Farmers Market, Inc.
+4.07%
+$13.15 
EL The Estée Lauder Companies Inc. Class A
+3.96%
+$470.93 
ALNY Alnylam Pharmaceuticals Inc
+3.95%
+$133.05 
DASH DoorDash, Inc.
+3.87%
+$71.3 
MLM Martin Marietta Materials, Inc.
+3.86%
+$181.65 
CWK Cushman & Wakefield Ltd.
+3.85%
+$27.62 
MSTR Strategy Inc.
+3.84%
+$55 
RITM Rithm Capital Corp.
+3.83%
+$301.76 
CRM Salesforce Inc
+3.83%
+$3,064.56 
TNET TriNet Group, Inc.
+3.82%
+$25.6 
MCO Moody's Corporation
+3.79%
+$578.49 
HLT Hilton Worldwide Holdings Inc.
+3.77%
+$309 
RGTI Rigetti Computing Inc
+3.77%
+$763.84 
TTWO Take-Two Interactive Software, Inc.
+3.74%
+$82.83 
ITB iShares U.S. Home Construction ETF
+3.74%
+$2,405.52 
RC Ready Capital Corporation
+3.74%
+$0.64 
KVUE Kenvue Inc.
+3.72%
+$60.3 
WCN Waste Connections Inc.
+3.69%
+$133.28 
NXST Nexstar Media Group Inc.
+3.68%
+$29.5 
GPK Graphic Packaging Holding Company
+3.58%
+$9 
MAS Masco Corporation
+3.54%
+$93.48 
CARG CarGurus, Inc.
+3.53%
+$21.2 
NVO Novo Nordisk A/S Sponsored ADR
+3.53%
+$605.25 
BAX Baxter International Inc.
+3.51%
+$26.1 
HAS Hasbro Inc.
+3.5%
+$66.8 
BALL Ball Corp.
+3.49%
+$31.65 
LOW Lowe's Companies Inc.
+3.48%
+$916.3 
CART Maplebear Inc.
+3.47%
+$51.45 
REGN Regeneron Pharmaceuticals, Inc.
+3.47%
+$242.82 
GILD Gilead Sciences Inc.
+3.46%
+$950.49 
GIS General Mills, Inc.
+3.46%
+$16.65 
IART Integra LifeSciences Holdings Corporation
+3.45%
+$25.02 
RBLX Roblox Corporation
+3.44%
+$16.35 
MAR Marriott International Inc. - Class A
+3.36%
+$1,148.16 
LCID Lucid Group, Inc.
+3.34%
+$0.33 
GTM ZoomInfo Technologies Inc.
+3.33%
+$8.45 
BMY Bristol-Myers Squibb Company
+3.32%
+$366.42 
DXCM DexCom, Inc.
+3.32%
+$11.08 
CRH CRH plc
+3.31%
+$39.37 
CI The Cigna Group
+3.31%
+$191.4 
PAYX Paychex Inc.
+3.27%
+$35.45 
TGTX TG Therapeutics, Inc.
+3.27%
+$8.87 
COO The Cooper Companies, Inc.
+3.21%
+$17.6 
NXPI NXP Semiconductors N.V.
+3.2%
+$304.01 
GSK GSK plc Sponsored ADR
+3.17%
+$717.44 
ABNB Airbnb, Inc.
+3.17%
+$26.45 
SHW The Sherwin-Williams Company
+3.16%
+$174.59 
JBLU JetBlue Airways Corporation
+3.16%
+$0.95 
STWD Starwood Property Trust Inc.
+3.15%
+$38.61 
AMC AMC Entertainment Holdings, Inc.
+3.11%
+$1.71 
GEN Gen Digital Inc.
+3.1%
+$18.44 
PHM PulteGroup Inc.
+3.1%
+$33.9 
SYK Stryker Corporation
+3.09%
+$339.69 
PODD Insulet Corporation
+3.09%
+$20.7 
HD The Home Depot, Inc.
+3.09%
+$74,372.9 
SPGI S&P Global Inc.
+3.07%
+$376.5 
AUR Aurora Innovation, Inc.
+3.07%
+$15.35 
MKC McCormick & Company, Incorporated
+3.06%
+$13.7 
MCHP Microchip Technology Incorporated
+3.05%
+$43.5 
CMCSA Comcast Corp
+3.04%
+$65.56 
GDXJ VanEck Junior Gold Miners ETF
+3.03%
+$110.95 
BR Broadridge Financial Solutions, Inc.
+3.02%
+$609.6 
VMC Vulcan Materials Company
+3.02%
+$219 
WY Weyerhaeuser Company
+2.99%
+$16.95 
PATH Uipath Inc.
+2.98%
+$13.65 
SOUN SoundHound AI Inc.
+2.98%
+$2.56 
NVS Novartis AG Sponsored ADR
+2.98%
+$35,144.37 
AMGN Amgen Inc.
+2.98%
+$824.2 
NFLX Netflix, Inc.
+2.97%
+$36,096.85 
COIN Coinbase Global, Inc.
+2.96%
+$87.04 
GMED Globus Medical Inc.
+2.9%
+$22.15 
BNY BlackRock New York Municipal Income Trust
+2.88%
+$134.64 
TEAM Atlassian Corporation Class A
+2.87%
+$99.96 
TMO Thermo Fisher Scientific Inc.
+2.87%
+$598.3 
UHAL-B U-Haul Holding Company
+2.86%
+$21.37 
IHE iShares U.S. Pharmaceuticals ETF
+2.84%
+$389.85 
ORLY O'Reilly Automotive Inc.
+2.83%
+$93.1 
QBTS D-Wave Quantum Inc.
+2.83%
+$16.32 
GEHC GE HealthCare Technologies Inc.
+2.8%
+$48 
DNLI Denali Therapeutics Inc.
+2.8%
+$24.98 
VFC V.F. Corporation
+2.79%
+$25.3 
B BARRICK MINING CORP Common Stock (ABR0)
+2.79%
+$1.08 
DNUT Krispy Kreme, Inc.
+2.79%
+$16.32 
OCSL Oaktree Specialty Lending Corporation
+2.78%
+$44.16 
CHDN Churchill Downs Incorporated
+2.78%
+$62.3 
CHTR Charter Communications Inc
+2.77%
+$17.46 
CHWY Chewy Inc.
+2.76%
+$8.05 
PINS Pinterest, Inc. Class A
+2.76%
+$41.4 
BUD Anheuser-Busch InBev S.A. ADR
+2.75%
+$168.63 
CPAY Corpay, Inc.
+2.71%
+$53.15 
DHR Danaher Corporation
+2.67%
+$575.04 
INOD Innodata Inc.
+2.65%
+$282 
GPN Global Payments Inc.
+2.65%
+$53.5 
CNM Core & Main Inc.
+2.64%
+$16.05 
ICLR ICON plc
+2.63%
+$17.8 
PSA Public Storage Common Stock
+2.63%
+$76.05 
IQV IQVIA Holdings Inc.
+2.62%
+$20.58 
TOL Toll Brothers Inc
+2.62%
+$17.05 
WM Waste Management, Inc.
+2.6%
+$50,697.57 
YUM Yum! Brands, Inc.
+2.59%
+$38 
STE STERIS plc
+2.59%
+$5.62 
MRP Millrose Properties Inc.
+2.57%
+$58.86 
T AT&T Inc.
+2.56%
+$1,887.41 
NCLH Norwegian Cruise Line Holdings Ltd.
+2.56%
+$238.64 
PML PIMCO Municipal Income Fund II
+2.55%
+$402.44 
XLV Health Care Select Sector SPDR Fund
+2.54%
+$2,550.33 
IBB iShares Biotechnology ETF
+2.54%
+$15.48 
IDXX IDEXX Laboratories, Inc.
+2.54%
+$134.2 
BLK BlackRock, Inc.
+2.52%
+$45,194.39 
SBUX Starbucks Corporation
+2.51%
+$669.24 
ZM Zoom Video Communications, Inc.
+2.49%
+$23.54 
SLV iShares Silver Trust
+2.49%
+$1.25 
TRMB Trimble Inc.
+2.49%
+$14.7 
EFC ELLINGTON FINANCIAL INC 1EL REIT
+2.48%
+$3.48 
VHT Vanguard Health Care ETF
+2.46%
+$230.26 
KHC The Kraft Heinz Company
+2.44%
+$27.75 
SWK Stanley Black & Decker Inc.
+2.43%
+$43.8 
BXSL Blackstone Secured Lending Fund
+2.42%
+$0.57 
ADP Automatic Data Processing Inc.
+2.42%
+$3,051 
CRNC Cerence Inc.
+2.41%
+$5.25 
LYB LyondellBasell Industries N.V.
+2.4%
+$4.41 
VRTX Vertex Pharmaceuticals Incorporated
+2.4%
+$107.64 
NEM Newmont Corporation
+2.39%
+$240.3 
ORCL Oracle Corporation
+2.39%
+$42,687.84 
USO United States Oil Fund, LP
+2.38%
+$80.3 
TSAT Telesat Corporation
+2.37%
+$21 
CRON Cronos Group Inc.
+2.37%
+$0.9 
KRC Kilroy Realty Corporation
+2.37%
+$15.8 
CRSP Crispr Therapeutics AG
+2.37%
+$1.19 
DOCU DocuSign Inc.
+2.37%
+$12.46 
JD JD.com Inc.
+2.36%
+$10.08 
AI C3.ai Inc.
+2.36%
+$108.35 
NVCR NovoCure Ltd.
+2.31%
+$3.2 
XBI SPDR S&P Biotech ETF
+2.31%
+$3.39 
BB BlackBerry Ltd.
+2.31%
+$8.74 
USFD US Foods Holding Corp
+2.31%
+$22.7 
WMT Walmart Inc.
+2.28%
+$88,470.25 
DRI Darden Restaurants, Inc.
+2.24%
+$23.37 
DOW Dow Inc.
+2.23%
+$149.5 
PFGC Performance Food Group Co.
+2.22%
+$21.15 
RSG Republic Services, Inc.
+2.21%
+$24.8 
AAL American Airlines Group Inc.
+2.21%
+$859.04 
BX Blackstone Inc.
+2.2%
+$15,488.46 
MSCI MSCI Inc.
+2.2%
+$49.32 
KMPR Kemper Corporation
+2.18%
+$6.05 
CALF Pacer US Small Cap Cash Cows 100 ETF
+2.18%
+$25.2 
BSX Boston Scientific Corporation
+2.17%
+$116.87 
DG Dollar General Corporation
+2.17%
+$14.1 
CPNG Coupang Inc.
+2.15%
+$31 
V Visa Inc. Class A
+2.15%
+$51,592.86 
SOFI SoFi Technologies, Inc.
+2.15%
+$1,014.43 
FERG Ferguson Enterprises Inc
+2.13%
+$23.75 
RMD ResMed Inc.
+2.13%
+$25.08 
LUV Southwest Airlines Co.
+2.12%
+$20.87 
SAP SAP SE Sponsored ADR
+2.12%
+$546.97 
PHK PIMCO High Income Fund
+2.11%
+$481.01 
PNR Pentair plc
+2.11%
+$112.2 
UPST Upstart Holdings, Inc.
+2.11%
+$2.4 
HUM Humana Inc.
+2.1%
+$89.95 
APAM Artisan Partners Asset Management Inc.
+2.1%
+$9.97 
ABBV AbbVie Inc.
+2.09%
+$88,918.9 
MCD McDonald's Corporation
+2.05%
+$641.25 
HTGC Hercules Capital Inc.
+2.05%
+$1,619.72 
QCOM QUALCOMM Incorporated
+2.04%
+$826.02 
PCAR PACCAR Inc.
+2.03%
+$390.29 
CCI Crown Castle Inc.
+2.03%
+$16.1 
ZBH Zimmer Biomet Holdings, Inc.
+2.03%
+$14.88 
UBER Uber Technologies, Inc.
+2.02%
+$186.2 
LDOS Leidos Holdings Inc.
+2.02%
+$12.15 
LYG Lloyds Banking Group Plc ADR
+2.01%
+$219.78 
STZ Constellation Brands, Inc.
+2%
+$7.67 
VICI Vici Properties Inc.
+2%
+$18.4 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2%
+$1.86 
OC Owens Corning
+2%
+$26.64 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.99%
+$390.91 
TM Toyota Motor Corporation
+1.98%
+$7.48 
INCY Incyte Corporation
+1.98%
+$22.1 
MCK McKesson Corporation
+1.98%
+$135.1 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
+1.96%
+$59.6 
EMN Eastman Chemical Company
+1.96%
+$12.3 
BMNR Bitmine Immersion Technologies, Inc.
+1.96%
+$261 
MTCH Match Group, Inc.
+1.96%
+$20.72 
SWKS Skyworks Solutions Inc.
+1.95%
+$153 
ICE Intercontinental Exchange, Inc.
+1.94%
+$96.32 
AIG American International Group Inc.
+1.94%
+$30 
GPC Genuine Parts Company
+1.94%
+$43.35 
RCL Royal Caribbean Group
+1.94%
+$4,582.53 
AWK American Water Works Company, Inc.
+1.91%
+$12.6 
DIS The Walt Disney Company
+1.91%
+$1,381.12 
MDLZ Mondelez International, Inc.
+1.9%
+$239.19 
BDX Becton, Dickinson and Company
+1.89%
+$45.28 
ARCC Ares Capital Corporation
+1.89%
+$15.07 
HMC Honda Motor Co., Ltd.
+1.88%
+$202.86 
MA Mastercard Incorporated
+1.88%
+$60,690.73 
NLY Annaly Capital Management, Inc.
+1.87%
+$78.88 
TROW T. Rowe Price Group, Inc.
+1.85%
+$9.2 
RTH VanEck Retail ETF
+1.83%
+$29,085.71 
FISV Fiserv, Inc.
+1.82%
+$35.28 
SBAC SBA Communications Corporation
+1.8%
+$16.3 
MRK Merck & Co., Inc.
+1.78%
+$568.54 
IHI iShares U.S. Medical Devices ETF
+1.77%
+$14.03 
AMT American Tower Corporation
+1.76%
+$145.36 
IBM International Business Machines Corporation
+1.74%
+$182.62 
MOAT VanEck Morningstar Wide Moat Fund
+1.74%
+$57 
MOH Molina Healthcare Inc.
+1.7%
+$17.82 
F Ford Motor Company
+1.7%
+$87.94 
PGR Progressive Corporation
+1.7%
+$232.32 
SYF Synchrony Financial
+1.69%
+$12.1 
AMTB Amerant Bancorp Inc.
+1.68%
+$790.08 
MTD Mettler-Toledo International Inc.
+1.68%
+$26.96 
COR Cencora, Inc.
+1.68%
+$56.3 
CTAS Cintas Corporation
+1.66%
+$34.6 
DJT Trump Media & Technology Group Corp.
+1.66%
+$6.7 
TFC Truist Financial Corporation
+1.66%
+$34.73 
CLX The Clorox Company
+1.64%
+$13.9 
QGEN QIAGEN N.V.
+1.64%
+$10.62 
CCL Carnival Corporation Ltd.
+1.62%
+$450.66 
NIO Nio Inc.
+1.61%
+$25.25 
VCR Vanguard Consumer Discretionary ETF
+1.61%
+$120.3 
WTRG Essential Utilities Inc.
+1.61%
+$12.8 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+1.6%
+$4,495.51 
UPS United Parcel Service, Inc.
+1.6%
+$72.14 
ULTA Ulta Beauty Inc.
+1.6%
+$28.41 
NMZ Nuveen Municipal High Income Opportunity Fund
+1.58%
+$330.46 
BFH Bread Financial Holdings Inc.
+1.58%
+$46.8 
USB U.S. Bancorp
+1.57%
+$449.58 
BXP Boston Properties, Inc.
+1.56%
+$18 
BITX 2X BITCOIN STRATEGY ETF
+1.56%
+$33.93 
GH Guardant Health Inc.
+1.55%
+$37.8 
OMCL Omnicell Inc.
+1.54%
+$10.9 
HEI.A Heico Corporation
+1.53%
+$17.2 
SE Sea Ltd.
+1.53%
+$14.6 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.5%
+$170.34 
SAIA Saia, Inc.
+1.49%
+$19.99 
CAH Cardinal Health Inc.
+1.49%
+$66.42 
HSIC Henry Schein, Inc.
+1.48%
+$1.27 
ACGL Arch Capital Group Ltd
+1.48%
+$14.45 
HQH Tekla Healthcare Investors
+1.47%
+$587.16 
OTIS Otis Worldwide Corporation
+1.46%
+$34.34 
XLB Materials Select Sector SPDR Fund
+1.46%
+$2.9 
MDB MongoDB Inc.
+1.45%
+$56.87 
AIZ Assurant Inc.
+1.44%
+$386.55 
KKR KKR & Co. Inc.
+1.44%
+$24.6 
ENVA Enova International Inc.
+1.43%
+$24.9 
LUMN Lumen Technologies Inc.
+1.43%
+$0.07 
ARKF Ark Fintech Innovation ETF
+1.43%
+$1.31 
PFE Pfizer Inc.
+1.42%
+$334.9 
CVS CVS Health Corporation
+1.42%
+$20.48 
LH Labcorp Holdings Inc.
+1.41%
+$4.47 
FNF Fidelity National Financial, Inc.
+1.4%
+$8.56 
DEI Douglas Emmett Inc.
+1.4%
+$5.85 
DGX Quest Diagnostics Inc.
+1.4%
+$19.56 
SCHD Schwab U.S. Dividend Equity ETF
+1.39%
+$2,735.87 
MSIF MSC Income Fund Inc.
+1.38%
+$57.28 
ABT Abbott Laboratories
+1.38%
+$325.18 
TDG TransDigm Group Inc.
+1.37%
+$15.23 
VZ Verizon Communications Inc.
+1.37%
+$81.13 
SNY Sanofi American Depositary Receipt
+1.37%
+$95.92 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.37%
+$657.03 
DAY Dayforce Inc.
+1.36%
+$9.4 
DLTR Dollar Tree, Inc.
+1.36%
+$74.46 
ECL Ecolab Inc.
+1.35%
+$171.16 
BIP Brookfield Infrastructure Partners L.P.
+1.35%
+$0.98 
THC Tenet Healthcare Corporation
+1.34%
+$996.45 
JNJ Johnson & Johnson
+1.34%
+$1,106.62 
VGLT Vanguard Long-Term Treasury Fund
+1.33%
+$34.37 
LMT Lockheed Martin Corporation
+1.32%
+$130.72 
TEM Tempus AI, Inc.
+1.3%
+$113.92 
XLC Communication Services Select Sector SPDR Fund
+1.3%
+$98,586.72 
WPC W. P. Carey Inc.
+1.3%
+$8.25 
EDIV SPDR S&P Emerging Markets Dividend ETF
+1.29%
+$23.4 
TXT Textron Inc.
+1.29%
+$9.5 
SAIC Science Applications International Corporation Common Stock
+1.28%
+$1.69 
HPQ HP Inc.
+1.28%
+$31.98 
VDC VANGUARD CONSUMER STAPLES ETF
+1.27%
+$1,395.9 
PHYS Sprott Physical Gold Trust
+1.24%
+$83.93 
COF Capital One Financial Corporation
+1.24%
+$2,041.26 
SOLV Solventum Corporation
+1.24%
+$12.96 
NBH Neuberger Berman Municipal Fund Inc.
+1.23%
+$39.05 
NNN NNN REIT, Inc.
+1.23%
+$7.5 
XLP Consumer Staples Select Sector SPDR Fund
+1.22%
+$61.95 
O Realty Income Corporation
+1.21%
+$20.1 
MTG MGIC Investment Corporation
+1.21%
+$8.25 
ODFL Old Dominion Freight Line, Inc.
+1.19%
+$63.8 
EHC Encompass Health Corporation
+1.19%
+$13.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.17%
+$103.93 
VAW Vanguard Materials ETF
+1.17%
+$15.42 
CMG Chipotle Mexican Grill, Inc.
+1.16%
+$567.29 
DE Deere & Company
+1.16%
+$98.02 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.16%
+$4.2 
PRU Prudential Financial, Inc.
+1.15%
+$90.39 
ACM Aecom
+1.15%
+$3.35 
BEN Franklin Resources Inc.
+1.15%
+$12.25 
IAU iShares Gold Trust
+1.14%
+$1,573.44 
GLD SPDR Gold Shares
+1.14%
+$1,074.28 
BBCA JPMorgan BetaBuilders Canada ETF
+1.13%
+$93.56 
RBRK Rubrik, Inc.
+1.13%
+$516 
AXP American Express Company
+1.13%
+$290.64 
SGOL abrdn Physical Gold Shares ETF
+1.13%
+$8.8 
AAAU Goldman Sachs Physical Gold ETF
+1.13%
+$0.46 
CM Canadian Imperial Bank of Commerce
+1.12%
+$541.88 
ALK Alaska Air Group Inc.
+1.12%
+$0.8 
PKG Packaging Corporation of America
+1.12%
+$25.75 
TJX The TJX Companies, Inc.
+1.11%
+$192.76 
SPG Simon Property Group, Inc.
+1.1%
+$32.85 
ALL Allstate Corporation
+1.1%
+$25.9 
DD DuPont de Nemours, Inc.
+1.1%
+$25.81 
WFC Wells Fargo & Company
+1.09%
+$33,826.32 
FLG Flagstar Bank, National Association
+1.08%
+$42.12 
IYR iShares U.S. Real Estate ETF
+1.08%
+$2.07 
CALM Cal-Maine Foods Inc.
+1.07%
+$6,956.55 
VGK Vanguard FTSE Europe ETF
+1.06%
+$9.15 
RY Royal Bank of Canada
+1.05%
+$118.03 
FSK FS KKR Capital Corp.
+1.04%
+$0.66 
SBCF Seacoast Banking Corporation of Florida
+1.04%
+$2,064.48 
BWXT Bwx Technologies Inc.
+1.04%
+$7 
BCS Barclays PLC Sponsored ADR
+1.03%
+$117.03 
TDOC Teladoc Health Inc.
+1.03%
+$0.3 
CME CME Group Inc.
+1.03%
+$44.1 
MUX McEwen Mining Inc.
+1.03%
+$6.4 
PG Procter & Gamble Co
+1.02%
+$12,273.6 
MFC Manulife Financial Corporation
+1.02%
+$224.4 
SIGI Selective Insurance Group Inc.
+1%
+$8.6 
STEP StepStone Group Inc.
+0.99%
+$4.1 
VNQ Vanguard Real Estate ETF
+0.99%
+$155.73 
XLRE The Real Estate Select Sector SPDR Fund
+0.99%
+$15.58 
BA Boeing Company
+0.98%
+$101.36 
FITB Fifth Third Bancorp
+0.98%
+$555.81 
ARM Arm Holdings plc American Depositary Receipt
+0.97%
+$236.64 
KODK Eastman Kodak Company
+0.97%
+$0.09 
BNS Bank of Nova Scotia
+0.97%
+$3.48 
TKO Tko Group Holdings Inc.
+0.96%
+$8.3 
BITO ProShares Bitcoin ETF
+0.96%
+$0.1 
RSP Invesco S&P 500 Equal Weight ETF
+0.96%
+$22.44 
HBAN Huntington Bancshares Incorporated
+0.96%
+$11.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.96%
+$39.37 
TGT Target Corporation
+0.95%
+$90.28 
UHS Universal Health Services, Inc.
+0.95%
+$19.36 
NUSC Nuveen ESG Small-Cap ETF
+0.94%
+$8.19 
KIM Kimco Realty Corporation
+0.94%
+$6.3 
IWS iShares Russell Mid-Cap Value ETF
+0.93%
+$1,775.99 
MMM 3M Company
+0.93%
+$38.37 
REYN Reynolds Consumer Products Inc.
+0.93%
+$6.3 
ROKU Roku, Inc.
+0.92%
+$14.1 
FIW First Trust Water ETF
+0.92%
+$21.45 
MDT Medtronic plc
+0.92%
+$96.88 
CHD Church & Dwight Co., Inc.
+0.92%
+$18.8 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.91%
+$15,467.76 
CARR Carrier Global Corporation
+0.91%
+$193.05 
SCHA Schwab U.S. Small-Cap ETF
+0.91%
+$242.44 
WELL Welltower Inc.
+0.91%
+$48.3 
DAVE Dave Inc. Class A Common Stock
+0.91%
+$6.46 
IJR iShares Core S&P Small-Cap ETF
+0.89%
+$38.72 
VOX Vanguard Communication Services ETF
+0.89%
+$6.8 
UAL United Airlines Holdings, Inc.
+0.89%
+$15.84 
PBJ Invesco Food & Beverage ETF
+0.88%
+$53.12 
XLF Financial Select Sector SPDR Fund
+0.87%
+$46,719.1 
GM General Motors Company
+0.87%
+$12.96 
APD Air Products and Chemicals, Inc.
+0.86%
+$12.58 
SPOT Spotify Technology S.A.
+0.86%
+$13,751.94 
DAN Dana Inc.
+0.86%
+$10.8 
VB Vanguard Small-Cap ETF
+0.86%
+$1,759.31 
IAK iShares U.S. Insurance ETF
+0.85%
+$23.09 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.85%
+$30.6 
SCHM Schwab U.S. Mid-Cap ETF
+0.85%
+$323.93 
HWC Hancock Whitney Corporation
+0.85%
+$6.1 
UBS UBS Group AG
+0.85%
+$104.8 
FCNCA First Citizens BancShares, Inc.
+0.84%
+$17.32 
ISRG Intuitive Surgical, Inc.
+0.84%
+$292.99 
ITW Illinois Tool Works Inc.
+0.84%
+$47.46 
MSFT Microsoft Corp.
+0.84%
+$56,977.78 
IBIT iShares Bitcoin Trust
+0.83%
+$665.28 
IWM iShares Russell 2000 ETF
+0.83%
+$1,095.93 
TPG TPG Inc.
+0.83%
+$10.5 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.82%
+$4.83 
IQLT iShares MSCI International Quality Factor ETF
+0.82%
+$245.43 
FCOM Fidelity MSCI Communication Services Index ETF
+0.8%
+$86,163.06 
VTWO Vanguard Russell 2000 ETF
+0.79%
+$1,171.89 
GBTC Grayscale Bitcoin Trust ETF
+0.79%
+$49.5 
DIV Global X SuperDividend U.S. ETF
+0.79%
+$21.75 
MUB iShares National Muni Bond ETF
+0.79%
+$785.68 
VIG Vanguard Dividend Appreciation ETF
+0.79%
+$76 
NOC Northrop Grumman Corporation
+0.79%
+$58.8 
LHX L3Harris Technologies, Inc.
+0.78%
+$9.2 
CNK Cinemark Holdings Inc.
+0.76%
+$57.13 
ARKB Ark 21Shares Bitcoin ETF
+0.76%
+$1.84 
AAT American Assets Trust, Inc.
+0.76%
+$5.6 
CB Chubb Limited
+0.75%
+$108.24 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.75%
+$279.31 
CNC Centene Corporation
+0.73%
+$189.72 
VTV Vanguard Value ETF
+0.71%
+$35,535.78 
KO The Coca-Cola Company
+0.7%
+$19,639.6 
EFV iShares MSCI EAFE Value ETF
+0.69%
+$256.15 
SU Suncor Energy Inc.
+0.69%
+$173.78 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.69%
+$65.32 
A Agilent Technologies Inc.
+0.69%
+$24 
WRB W.R. Berkley Corporation
+0.68%
+$5.05 
XAR SPDR S&P Aerospace & Defense ETF
+0.66%
+$96.81 
HIGH Simplify Enhanced Income ETF
+0.65%
+$1,885.47 
PEP PepsiCo, Inc.
+0.65%
+$263.76 
SMB VanEck Short Muni ETF
+0.65%
+$289.08 
VONV Vanguard Russell 1000 Value Index Fund
+0.65%
+$932.4 
DOC Healthpeak Properties, Inc.
+0.64%
+$4.8 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.64%
+$57.61 
KEY KeyCorp
+0.63%
+$30.5 
MO Altria Group, Inc.
+0.63%
+$829.38 
ADUS Addus HomeCare Corporation
+0.62%
+$1.45 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
+0.62%
+$14,769 
IWR iShares Russell Mid-Cap ETF
+0.61%
+$77.88 
XYL Xylem Inc.
+0.61%
+$11.87 
VTR Ventas Inc.
+0.6%
+$19.38 
ACB Aurora Cannabis Inc.
+0.6%
+$0.1 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.6%
+$5.45 
IVE ISHARES S&P 500 VALUE ETF
+0.59%
+$11.04 
JMTG JPMorgan Mortgage-Backed Securities ETF
+0.59%
+$609.26 
KBWB Invesco KBW Bank ETF
+0.58%
+$142 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.58%
+$739.12 
QDEL QuidelOrtho Corporation
+0.58%
+$2 
NTRS Northern Trust Corporation
+0.57%
+$4.6 
CPA Copa Holdings S.A.
+0.56%
+$1.48 
AGG iShares Core U.S. Aggregate Bond ETF
+0.56%
+$2,462.61 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.56%
+$37.67 
ETHA iShares Ethereum Trust
+0.56%
+$25.72 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.56%
+$127.51 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.55%
+$212.52 
BND Vanguard Total Bond Market Index Fund
+0.54%
+$2.66 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.54%
+$29.16 
IWX iShares Russell Top 200 Value ETF
+0.54%
+$732.05 
FEZ SPDR Euro Stoxx 50 ETF
+0.54%
+$110.95 
COST Costco Wholesale Corporation
+0.52%
+$19,405.5 
FETH Fidelity Ethereum Fund
+0.52%
+$91.75 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.5%
+$4.74 
WDIV SPDR S&P Global Dividend ETF
+0.49%
+$20.02 
GAEM Simplify Gamma Emerging Market Bond ETF
+0.49%
+$390.92 
ACHR Archer Aviation Inc.
+0.49%
+$11.48 
GE General Electric Company
+0.49%
+$49.5 
IUSB iShares Core Universal USD Bond ETF
+0.49%
+$8.2 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.48%
+$8.33 
GOVT iShares U.S. Treasury Bond ETF
+0.48%
+$1,250.13 
JEF Jefferies Financial Group Inc.
+0.48%
+$6.3 
SCHP Schwab U.S. TIPS ETF
+0.47%
+$33.84 
GOGO Gogo Inc.
+0.47%
+$0.01 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.47%
+$21.08 
HOOD Robinhood Markets, Inc.
+0.47%
+$99.75 
CDE Coeur Mining, Inc.
+0.47%
+$7.35 
PYPL PayPal Holdings Inc
+0.46%
+$219.96 
GTO Invesco Total Return Bond ETF
+0.46%
+$14.76 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.46%
+$0.41 
EUFN iShares MSCI Europe Financials ETF
+0.46%
+$185.15 
SPLV Invesco S&P 500 Low Volatility ETF
+0.45%
+$4.95 
ELV Elevance Health, Inc.
+0.44%
+$22.8 
SHEL Shell plc
+0.44%
+$6,118.46 
IEFA iShares Core MSCI EAFE ETF
+0.44%
+$598.5 
FDN First Trust Dow Jones Internet Index Fund
+0.43%
+$6.28 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$6,835.38 
GOOGL Alphabet Inc
+0.42%
+$31,514.05 
VO Vanguard Mid-Cap ETF
+0.42%
+$320.96 
SHOP Shopify Inc.
+0.42%
+$59.86 
TDAY USA TODAY Co., Inc.
+0.42%
+$2.82 
TIP iShares TIPS Bond ETF
+0.41%
+$6.96 
CSX CSX Corporation
+0.41%
+$108.4 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.41%
+$9.63 
LIN Linde plc
+0.41%
+$125.86 
QUAL iShares MSCI USA Quality Factor ETF
+0.4%
+$90.5 
KR Kroger Co.
+0.4%
+$14 
RNR Renaissancere Holdings Ltd.
+0.4%
+$6.7 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.39%
+$0.48 
EFG iShares MSCI EAFE Growth ETF
+0.39%
+$104.42 
TSCO Tractor Supply Company
+0.38%
+$8.75 
SCEC Sterling Capital Enhanced Cash ETF
+0.38%
+$1,631.43 
ARWR Arrowhead Pharmaceuticals Inc.
+0.38%
+$9.9 
GOOG Alphabet Inc
+0.37%
+$1,859.77 
MU Micron Technology, Inc.
+0.36%
+$1,299.26 
PKB Invesco Building & Construction ETF
+0.36%
+$4,043.03 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.36%
+$8.16 
SNA Snap-on Inc.
+0.36%
+$13 
NEE NextEra Energy, Inc.
+0.36%
+$12,051.76 
IEI iShares 3-7 Year Treasury Bond ETF
+0.35%
+$590 
AGGH Simplify Aggregate Bond ETF
+0.34%
+$496.47 
ITA iShares U.S. Aerospace & Defense ETF
+0.33%
+$11,732.59 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$765.48 
CP Canadian Pacific Kansas City Limited
+0.31%
+$19.08 
PFG Principal Financial Group, Inc.
+0.31%
+$13.2 
GD General Dynamics Corporation
+0.3%
+$29.58 
FDX FedEx Corporation
+0.29%
+$4.3 
GS The Goldman Sachs Group, Inc.
+0.29%
+$331.43 
NRG NRG Energy, Inc.
+0.29%
+$1.45 
BNDX Vanguard Total International Bond ETF
+0.28%
+$56.42 
AA Alcoa Corporation
+0.27%
+$24.31 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.27%
+$0.76 
RXO Rxo Inc.
+0.26%
+$3.37 
TOON Kartoon Studios Inc.
+0.26%
+$0.01 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.26%
+$748.3 
CL Colgate-Palmolive Company
+0.25%
+$36.19 
VOT Vanguard Mid-Cap Growth ETF
+0.25%
+$77.58 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.25%
+$124.07 
OKLO Oklo Inc.
+0.24%
+$4.97 
SBAR Simplify Barrier Income ETF
+0.24%
+$369.64 
ED Consolidated Edison, Inc.
+0.24%
+$2.6 
CNA CNA Financial Corporation
+0.23%
+$3.3 
BRHY iShares High Yield Active ETF
+0.21%
+$1,769.14 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$15,118.95 
SCHB Schwab U.S. Broad Market ETF
+0.2%
+$40.5 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.2%
+$0.55 
FCPI Fidelity Stocks for Inflation ETF
+0.2%
+$16.54 
ESGU iShares ESG Aware MSCI USA ETF
+0.19%
+$15.68 
CNP CenterPoint Energy Inc.
+0.19%
+$1.5 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.18%
+$44.55 
TMUS T-Mobile US, Inc.
+0.18%
+$4,655.53 
XPO XPO Inc.
+0.18%
+$46.24 
OGN Organon & Co.
+0.18%
+$0.03 
EIX Edison International
+0.18%
+$1.5 
UGI UGI Corporation
+0.17%
+$1.3 
BSV Vanguard Short-Term Bond ETF
+0.16%
+$669.12 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.16%
+$0.26 
SPHY SPDR Portfolio High Yield Bond ETF
+0.16%
+$253.61 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.15%
+$281.35 
IAGG iShares International Aggregate Bond Fund
+0.15%
+$79.5 
EVR Evercore Inc.
+0.14%
+$3.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.14%
+$186.49 
HIG The Hartford Insurance Group, Inc.
+0.14%
+$1.8 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$73.64 
UNP Union Pacific Corporation
+0.13%
+$17.48 
AAPL Apple Inc.
+0.13%
+$15,156.79 
SCHF Schwab International Equity ETF
+0.13%
+$157.64 
VT Vanguard Total World Stock ETF
+0.13%
+$35.6 
SPY SPDR S&P 500 ETF Trust
+0.13%
+$22,746 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.12%
+$10.65 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$0.12 
HYLS FT Tactical High Yield ETF
+0.12%
+$2.79 
VOO Vanguard S&P 500 ETF
+0.11%
+$1,048.81 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.11%
+$156.47 
SPYI NEOS S&P 500 High Income ETF
+0.11%
+$0.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.11%
+$17.2 
ON ON Semiconductor Corporation
+0.11%
+$4.4 
BINC iShares Flexible Income Active ETF
+0.11%
+$108.84 
SPHQ Invesco S&P 500 Quality ETF
+0.11%
+$0.09 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.1%
+$0.87 
IVV iShares Core S&P 500 ETF
+0.1%
+$11.25 
ASML ASML Holding N.V. New York Registry Shares
+0.09%
+$1,542.16 
CMI Cummins Inc.
+0.09%
+$40.42 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$16.37 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.09%
+$175.68 
ITGR Integer Holdings Corporation
+0.08%
+$0.32 
XYLD Global X S&P 500 Covered Call ETF
+0.08%
+$0.04 
SF Stifel Financial Corp.
+0.08%
+$2.06 
TEX Terex Corporation
+0.08%
+$0.6 
TECH Bio-Techne Corporation
+0.08%
+$2.48 
ARKK ARK Innovation ETF Fund
+0.07%
+$0.06 
SPXN ProShares S&P 500 Ex-Financials ETF
+0.06%
+$28.97 
SVOL Simplify Volatility Premium ETF
+0.06%
+$141.3 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.06%
+$5.24 
HYDB iShares High Yield Systematic Bond ETF
+0.06%
+$0.15 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.05%
+$0.24 
AFL Aflac Inc.
+0.05%
+$3.54 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$0.09 
YEAR AB Ultra Short Income ETF
+0.05%
+$204.32 
CLOI VanEck CLO ETF
+0.05%
+$0.8 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$4.41 
BWA BorgWarner Inc.
+0.03%
+$0.54 
AES AES Corporation
+0.03%
+$0.3 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$53.76 
DBC Invesco DB Commodity Index Tracking Fund
+0.03%
+$2.94 
VLTO Veralto Corporation
+0.03%
+$0.37 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.03%
+$1.56 
CR Crane NXT Co.
+0.02%
+$0.2 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$0.47 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$3.3 
CINF Cincinnati Financial Corporation
+0.01%
+$0.1 
RTX RTX Corporation
+0.01%
+$147.92 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$0.19 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.01%
+$1.02 
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 
IR Ingersoll Rand Inc.
0%
$0 
NU Nu Holdings Ltd.
0%
$0 
PLUG Plug Power Inc.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
SD SandRidge Energy Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
RINF ProShares Inflation Expectations ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$0.9 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
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 
FMC FMC Corporation
-32.63%
-$52.8 
RKLB Rocket Lab Corporation
-9.83%
-$6,291.42 
DELL Dell Technologies Inc.
-7.51%
-$762.8 
MTSI MACOM Technology Solutions Holdings, Inc.
-6.9%
-$100.5 
ACMR Acm Research Inc.
-6.5%
-$134.98 
COHR Coherent Corp.
-6.18%
-$162.8 
NVT nVent Electric plc
-6.12%
-$701.25 
DOCN DigitalOcean Holdings Inc.
-6.08%
-$172.64 
P Everpure Inc.
-6.02%
-$255.6 
VRT Vertiv Holdings Co
-5.83%
-$1,336.94 
FIX Comfort Systems USA, Inc.
-5.81%
-$447.68 
BIYA Baiya International Group Inc.
-5.75%
-$0.22 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-5.67%
-$1,410.75 
HPE Hewlett Packard Enterprise Company
-5.45%
-$275.2 
ANET Arista Networks, Inc.
-5.27%
-$2,894.3 
TER Teradyne, Inc.
-5.27%
-$1,231.1 
CTVA Corteva Inc.
-4.89%
-$33.41 
FRO Frontline plc
-4.68%
-$60.6 
FSLY Fastly, Inc.
-4.68%
-$23.4 
JCI Johnson Controls International plc
-4.62%
-$1,381.8 
WDC Western Digital Corporation
-4.58%
-$500.25 
PWR Quanta Services Inc.
-4.28%
-$2,602.68 
NET Cloudflare Inc.
-4.17%
-$622.38 
LRCX Lam Research Corporation
-4.08%
-$1,125.12 
SMCI Super Micro Computer Inc
-4.08%
-$34,604.92 
TWST Twist Bioscience Corporation
-4.06%
-$120.3 
CSCO Cisco Systems, Inc.
-4.06%
-$765.26 
CLF Cleveland-Cliffs Inc.
-3.85%
-$20.37 
USD ProShares Ultra Semiconductors
-3.79%
-$1,705.06 
TT Trane Technologies plc
-3.76%
-$425.76 
AMAT Applied Materials, Inc.
-3.75%
-$2,830.75 
EQR Equity Residential
-3.5%
-$46.2 
MOD Modine Manufacturing Company
-3.4%
-$53.7 
AM Antero Midstream Corporation
-3.4%
-$51.47 
AMD Advanced Micro Devices, Inc.
-3.38%
-$5,175.08 
FAST Fastenal Co.
-3.35%
-$177.48 
SNPS Synopsys, Inc.
-3.3%
-$79.15 
INTC Intel Corporation
-3.23%
-$551.58 
MARA MARA Holdings Inc
-3.22%
-$147.07 
GLW Corning Incorporated
-3.21%
-$117.52 
TRP TC Energy Corporation
-3.06%
-$22.44 
SCHW Charles Schwab Corporation
-3.05%
-$713.9 
NNOX Nano-X Imaging Ltd.
-3.02%
-$0.02 
BKR Baker Hughes Company
-2.97%
-$412.89 
VLO Valero Energy Corporation
-2.9%
-$100,272.96 
MRVL Marvell Technology, Inc.
-2.89%
-$510.48 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-2.89%
-$86.75 
KLAC KLA Corporation
-2.71%
-$242.5 
AMR Alpha Metallurgical Resources, Inc.
-2.69%
-$262.64 
NVDY YieldMax NVDA Option Income Strategy ETF
-2.62%
-$5.76 
WCC Wesco International Inc.
-2.6%
-$36.52 
FTI TechnipFMC plc
-2.53%
-$44 
GEV GE Vernova Inc.
-2.46%
-$232.1 
NTAP NetApp, Inc.
-2.44%
-$81.37 
CEG Constellation Energy Corporation
-2.42%
-$487.44 
SNDK SanDisk Corporation
-2.4%
-$101.01 
CAT Caterpillar Inc.
-2.34%
-$2,490.68 
CRWD CrowdStrike Holdings, Inc.
-2.34%
-$1,119.36 
RHI Robert Half Inc.
-2.24%
-$15.7 
PFIX Simplify Interest Rate Hedge ETF
-2.13%
-$24.51 
NAUT Nautilus Biotechnology, Inc.
-2.08%
-$18 
HIMS Hims & Hers Health, Inc.
-2.06%
-$110.01 
CDNS Cadence Design Systems, Inc.
-2.05%
-$263.64 
TXN Texas Instruments Inc
-2.03%
-$495.9 
SNOW Snowflake Inc.
-2.03%
-$115.43 
ETN Eaton Corporation plc
-1.95%
-$406.98 
MPC Marathon Petroleum Corporation
-1.95%
-$331.1 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.94%
-$101.7 
FTAI FTAI Aviation Ltd.
-1.89%
-$15.45 
SOXX iShares Semiconductor ETF
-1.87%
-$2,033.57 
FTNT Fortinet Inc.
-1.84%
-$118.65 
DDOG Datadog, Inc. Class A Common Stock
-1.82%
-$73.65 
SMH VanEck Semiconductor ETF
-1.78%
-$225,819.46 
BMI Badger Meter Inc.
-1.77%
-$4.55 
APH Amphenol Corporation
-1.77%
-$408.8 
NSA National Storage Affiliates Trust
-1.77%
-$19.5 
SPCE Virgin Galactic Holdings Inc.
-1.76%
-$0.27 
PM Philip Morris International Inc.
-1.76%
-$401.82 
ILMN Illumina, Inc.
-1.76%
-$71.7 
CRDO Credo Technology Group Holding Ltd.
-1.69%
-$30.2 
AVGO Broadcom Inc.
-1.67%
-$65,446.94 
KMI Kinder Morgan, Inc.
-1.63%
-$2,267.2 
SLB Schlumberger Limited
-1.61%
-$46.8 
ZS Zscaler Inc.
-1.61%
-$31.95 
AEP American Electric Power Company, Inc.
-1.6%
-$38.28 
NVDA NVIDIA Corporation
-1.58%
-$136,608.5 
PANW Palo Alto Networks, Inc.
-1.56%
-$58.6 
PSX Phillips 66
-1.55%
-$165.78 
XMMO Invesco S&P MidCap Momentum ETF
-1.54%
-$24,674.65 
SPXC Spx Technologies Inc.
-1.5%
-$25.3 
TQQQ ProShares UltraPro QQQ
-1.48%
-$2.2 
KOS Kosmos Energy Ltd.
-1.48%
-$0.04 
PLD Prologis Inc.
-1.46%
-$189.09 
NUE Nucor Corporation
-1.46%
-$25,113.37 
HAL Halliburton Company
-1.43%
-$14.1 
BST BlackRock Science and Technology Trust
-1.41%
-$645.15 
TS Tenaris S.A.
-1.41%
-$4.1 
STLD Steel Dynamics Inc.
-1.4%
-$149.16 
FENY Fidelity MSCI Energy Index ETF
-1.39%
-$33,052.7 
XLE Energy Select Sector SPDR Fund
-1.37%
-$783.06 
CIVI Civitas Resources Inc.
-1.37%
-$292.98 
VDE Vanguard Energy ETF
-1.36%
-$12.8 
CXE MFS High Income Municipal Trust
-1.35%
-$60.8 
UNG United States Natural Gas Fund, L.P.
-1.34%
-$7.65 
ETR Entergy Corporation
-1.32%
-$34.5 
RIO Rio Tinto Plc Sponsored ADR
-1.28%
-$108.81 
XOM Exxon Mobil Corporation
-1.28%
-$61,498.69 
TSLA Tesla, Inc.
-1.26%
-$35,097.54 
PBA Pembina Pipeline Corporation
-1.25%
-$4.24 
AIT Applied Industrial Technologies Inc.
-1.24%
-$8.32 
IXN iShares Global Tech ETF
-1.24%
-$3.54 
CRGY Crescent Energy Inc.
-1.21%
-$73.47 
GWW W.W. Grainger, Inc.
-1.18%
-$109.76 
SPMO Invesco S&P 500 Momentum ETF
-1.12%
-$1.63 
OXY Occidental Petroleum Corporation
-1.11%
-$10.2 
DVN Devon Energy Corporation
-1.1%
-$22 
EQIX Equinix, Inc.
-1.08%
-$21.58 
XLK State Street Technology Select Sector SPDR ETF
-1.08%
-$2,167.11 
PLTR Palantir Technologies Inc.
-1.06%
-$16,165.56 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.06%
-$21.9 
ALGM Allegro MicroSystems, Inc.
-1.05%
-$10.2 
FANG Diamondback Energy Inc
-1.03%
-$34.68 
ITT Itt Inc.
-1.01%
-$10.05 
XNTK SPDR NYSE Technology ETF
-1%
-$10.95 
SOBO South Bow Corporation
-1%
-$0.68 
VST Vistra Corp
-0.98%
-$10.46 
NWE NorthWestern Energy Group, Inc.
-0.95%
-$10.65 
IEMG iShares Core MSCI Emerging Markets ETF
-0.94%
-$1,250.97 
IXC iShares Global Energy ETF
-0.92%
-$17,504.7 
VGT Vanguard Information Technology ETF
-0.91%
-$5,411.84 
EQH Equitable Holdings, Inc.
-0.91%
-$7.2 
PCG PG&E Corporation
-0.87%
-$5.75 
APO Apollo Global Management, Inc.
-0.87%
-$9.9 
MS Morgan Stanley
-0.86%
-$488.28 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-0.86%
-$165.39 
FTEC Fidelity MSCI Information Technology Index ETF
-0.86%
-$170.68 
BHP BHP Group Ltd.
-0.85%
-$89.46 
ALB Albemarle Corporation
-0.84%
-$20.62 
ESGE iShares ESG Aware MSCI EM ETF
-0.84%
-$11.44 
PPL PPL Corporation
-0.83%
-$5.8 
AKAM Akamai Technologies Inc.
-0.83%
-$0.76 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.82%
-$17.94 
CTA Simplify Managed Futures Strategy ETF
-0.82%
-$2,885.12 
EQT EQT Corporation
-0.81%
-$6.45 
DCI Donaldson Company, Inc.
-0.74%
-$6.5 
IYW iShares U.S. Technology ETF
-0.72%
-$122,737.51 
EXPD Expeditors International of Washington, Inc.
-0.72%
-$112.8 
ES Eversource Energy
-0.67%
-$4.45 
CVX Chevron Corporation
-0.64%
-$931.52 
AEE Ameren Corporation
-0.64%
-$22.61 
ADI Analog Devices, Inc.
-0.62%
-$63 
EOG EOG Resources, Inc.
-0.62%
-$58.56 
PH Parker-Hannifin Corporation
-0.59%
-$33.72 
BABA Alibaba Group Holding Limited SP ADR
-0.58%
-$3.25 
URI United Rentals, Inc.
-0.58%
-$23.84 
RS Reliance Inc.
-0.57%
-$284.87 
ACHC Acadia Healthcare Company, Inc.
-0.57%
-$6.3 
ROK Rockwell Automation, Inc.
-0.56%
-$23.6 
IRM Iron Mountain Inc.
-0.52%
-$2.9 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.51%
-$20.41 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$80,958.82 
NDSN Nordson Corporation
-0.51%
-$8.3 
PAVE Global X U.S. Infrastructure Development ETF
-0.49%
-$0.26 
DXPE DXP Enterprises, Inc.
-0.49%
-$4.35 
ATI ATI Inc.
-0.48%
-$9 
MET MetLife Inc.
-0.46%
-$9.2 
EMR Emerson Electric Co.
-0.45%
-$64.97 
PNC The PNC Financial Services Group, Inc.
-0.45%
-$13.58 
TAN Invesco Solar ETF
-0.45%
-$15.96 
VPU Vanguard Utilities ETF
-0.45%
-$12,177.24 
JPM JPMorgan Chase & Co.
-0.44%
-$25,943.88 
TSEM Tower Semiconductor Ltd.
-0.44%
-$53.36 
WEC WEC Energy Group Inc.
-0.43%
-$4.6 
EW Edwards Lifesciences Corporation
-0.43%
-$24.05 
EXE Expand Energy Corporation
-0.42%
-$0.76 
META Meta Platforms Inc Class A
-0.4%
-$14,162.19 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.37%
-$0.17 
BUCK Simplify Treasury Option Income ETF
-0.37%
-$1,197.73 
RJF Raymond James Financial Inc.
-0.36%
-$5.65 
XEL Xcel Energy Inc.
-0.36%
-$5.4 
FBCG Fidelity Blue Chip Growth Fund
-0.34%
-$6,270.81 
FCX Freeport-McMoRan Inc.
-0.34%
-$115.39 
VONG Vanguard Russell 1000 Growth Fund
-0.34%
-$24,863.89 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.33%
-$3,410.38 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.33%
-$516.73 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.32%
-$74.06 
HCA HCA Healthcare Inc.
-0.32%
-$13.68 
VUG Vanguard Growth ETF
-0.32%
-$22.62 
SPEM SPDR Portfolio Emerging Markets ETF
-0.32%
-$522.23 
TRV The Travelers Companies, Inc.
-0.32%
-$19.36 
VOOG Vanguard S&P 500 Growth ETF
-0.3%
-$62.4 
D Dominion Energy, Inc.
-0.3%
-$8.55 
IWY iShares Russell Top 200 Growth ETF
-0.28%
-$1,571.19 
SRE Sempra
-0.27%
-$2.2 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.27%
-$110.24 
DAL Delta Air Lines, Inc.
-0.26%
-$47.2 
IWP iShares Russell Mid-Cap Growth ETF
-0.26%
-$323.75 
XLI Industrial Select Sector SPDR Fund
-0.26%
-$14,017.34 
C Citigroup Inc.
-0.25%
-$101.99 
DTE DTE Energy Company
-0.25%
-$3.25 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.25%
-$36.24 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.25%
-$0.75 
DUK Duke Energy Corporation
-0.24%
-$47.56 
FSLR First Solar, Inc.
-0.24%
-$2.15 
ASH Ashland Inc.
-0.24%
-$0.85 
PTF Invesco Dorsey Wright Technology ETF
-0.24%
-$681 
CRBG Corebridge Financial Inc.
-0.24%
-$1.6 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.24%
-$3.71 
WAB Wabtec Corporation
-0.23%
-$3.25 
VWO Vanguard FTSE Emerging Markets ETF
-0.22%
-$366.08 
LNG Cheniere Energy Inc.
-0.21%
-$6 
NOK Nokia Corporation Sponsored ADR
-0.21%
-$1.06 
EXC Exelon Corporation
-0.21%
-$5.04 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.21%
-$12,320.8 
VIS Vanguard Industrials ETF
-0.2%
-$0.62 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.2%
-$30,164.82 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.19%
-$1.77 
THRO iShares U.S. Thematic Rotation Active ETF
-0.19%
-$0.26 
R Ryder System Inc.
-0.18%
-$257.41 
NSC Norfolk Southern Corporation
-0.18%
-$2.95 
BTU Peabody Energy Corporation
-0.17%
-$6.36 
SO The Southern Company
-0.17%
-$123 
TTE TotalEnergies SE
-0.17%
-$32.7 
REXR Rexford Industrial Realty, Inc.
-0.16%
-$2.4 
PTC PTC Inc.
-0.15%
-$1.5 
ATO Atmos Energy Corporation
-0.15%
-$1.25 
COP ConocoPhillips
-0.15%
-$45.99 
BNO United States Brent Oil Fund, LP
-0.14%
-$22.68 
DOV Dover Corporation
-0.13%
-$3.92 
L Loews Corporation
-0.12%
-$2.6 
NBOS Neuberger Berman Option Strategy ETF
-0.1%
-$2.16 
HWM Howmet Aerospace Inc.
-0.1%
-$13.02 
XSMO Invesco S&P SmallCap Momentum ETF
-0.09%
-$97.5 
SEM Select Medical Holdings Corp.
-0.09%
-$0.75 
MPWR Monolithic Power Systems, Inc.
-0.09%
-$1,206.32 
AMZN Amazon.com Inc
-0.07%
-$3,884.76 
BP BP p.l.c. Sponsored ADR
-0.06%
-$18.15 
IBKR Interactive Brokers Group Inc.
-0.06%
-$2.8 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.06%
-$2.13 
BAC Bank of America Corporation
-0.06%
-$52.02 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.06%
-$2.1 
AMP Ameriprise Financial, Inc.
-0.04%
-$3 
HON Honeywell International Inc.
-0.03%
-$8.24 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$15.99 Events
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Dividends
Dividend Analysis
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| Trades 1110 | Longs Won 659/1110 59% | Profit Factor 8.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $389,720.24 |
| Average Win $111,923.21 | Best Trade (Oct 15) $6.81M | Sharpe Ratio -40.43 |
| Average Loss -$19,965.1 | Worst Trade (Mar 31) -$922,682.78 | Z-Score 7.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 1d | Expectancy $58,336.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 20 | $2,567 | $3,504 | - | $937 | 36.5% | +0.69% |
| AA Alcoa Corporation | 221 | $7,269 | $8,881.99 | - | $1,612.99 | 22.19% | +0.274% |
| AAAU Goldman Sachs Physical Gold ETF | 1 | $38.12 | $40.87 | - | $2.75 | 7.21% | +1.126% |
| AAL American Airlines Group Inc. | 3,304 | $37,141 | $39,813.2 | - | $2,672.2 | 7.19% | +2.205% |
| AAPL Apple Inc. | 33,681 | $8.22M | $11.57M | - | $3.34M | 40.65% | +0.131% |
| AAT American Assets Trust, Inc. | 35 | $711 | $747.6 | - | $36.6 | 5.15% | +0.755% |
| ABBV AbbVie Inc. | 15,071 | $2.95M | $4.34M | - | $1.39M | 47.1% | +2.094% |
| ABNB Airbnb, Inc. | 5 | $607 | $861.75 | - | $254.75 | 41.97% | +3.167% |
| ABT Abbott Laboratories | 229 | $30,672 | $23,905.31 | - | -$6,766.69 | -22.06% | +1.379% |
| ACB Aurora Cannabis Inc. | 4 | $24 | $16.78 | - | -$7.22 | -30.08% | +0.6% |
| ACGL Arch Capital Group Ltd | 10 | $907 | $990.45 | - | $83.45 | 9.2% | +1.481% |
| ACHC Acadia Healthcare Company, Inc. | 35 | $867 | $1,102.15 | - | $235.15 | 27.12% | -0.568% |
| ACHR Archer Aviation Inc. | 574 | $5,499 | $2,347.66 | - | -$3,151.34 | -57.31% | +0.491% |
| ACM Aecom | 5 | $652 | $295.1 | - | -$356.9 | -54.74% | +1.148% |
| ACMR Acm Research Inc. | 34 | $1,330 | $1,943.1 | - | $613.1 | 46.1% | -6.495% |
| ACN Accenture plc Class A | 42 | $10,357 | $9,508.38 | - | -$848.62 | -8.19% | +5.317% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 6 | $390 | $446.22 | - | $56.22 | 14.42% | +0.054% |
| ADBE Adobe Inc. | 66 | $23,282 | $16,550.16 | - | -$6,731.84 | -28.91% | +4.188% |
| ADI Analog Devices, Inc. | 25 | $6,143 | $10,026.25 | - | $3,883.25 | 63.21% | -0.624% |
| ADP Automatic Data Processing Inc. | 450 | $132,075 | $129,195 | - | -$2,880 | -2.18% | +2.419% |
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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 - $613,752.71, Financial Select Sector SPDR Fund - $533,056.12, Fidelity MSCI Communication Services Index ETF - $438,883.18, Vanguard Value ETF - $376,883.77, 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 - $659,216.06, Invesco S&P MidCap Momentum ETF - $540,392.89, Health Care Select Sector SPDR Fund - $414,821.18, Invesco S&P SmallCap Momentum ETF - $235,219.31, and PayPal Holdings Inc - $140,676.39. 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 $5.02M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $308,930.24, First Trust Morningstar Dividend Leaders Index Fund - $198,638.23, NextEra Energy, Inc - $178,288.87, Communication Services Select Sector SPDR Fund - $178,075.78, and Fidelity MSCI Communication Services Index ETF - $177,723.78. 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.
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