Angela Pompian

Angela Pompian Portfolio

Invests via Sunpointe, LLC | Managed by Angela Pompian, Michael Pompian, Jack Dwyer
Invests via Sunpointe, LLC
Managed by Angela Pompian, Michael Pompian, Jack Dwyer
Automatically Tracked
Tracking: 0 Updated: Jul 16 at 06:01 PM
Angela Pompian Profile

Veteran behavioral finance consultant and author who advises wealth managers on client decision-making, portfolio construction, and bias mitigation; Angela Pompian combines clinical psychology and investment practice to translate behavioral insights into advisor workflows and client segmentation. She is known for published work on behavioral-driven wealth management, training programs for RIAs and family offices, and frameworks for risk-capacity and suitability assessment. Market-facing strengths include behavioral due diligence, client communication strategies, and integrating psychology into asset-allocation processes, supporting advisory firms seeking higher client retention and outcomes.

Veteran behavioral finance consultant and author who advises wealth managers on client decision-making, portfolio construction, and bias mitigation; Angela Pompian combines clinical psychology and investment practice to translate behavioral insights into advisor workflows and client segmentation. She is known for published work on behavioral-driven wealth management, training programs for RIAs and family offices, and frameworks for risk-capacity and suitability assessment. Market-facing strengths include behavioral due diligence, client communication strategies, and integrating psychology into asset-allocation processes, supporting advisory firms seeking higher client retention and outcomes.

Investment Philosophy & Strategy

Blends behavioral finance with pragmatic portfolio construction, prioritizing client-specific risk capacity and decision architecture. Emphasizes segmentation, suitability, and communication to align behavioral profiles with strategic asset allocation, favoring diversified, low-turnover portfolios calibrated to emotional tolerance and life goals. Capital allocation stresses long-term horizons, loss-avoidance framing, risk-budgeting across buckets, and rule-based rebalancing to mitigate biases. Advises fiduciary managers to embed behavioral due diligence into selection, reporting, and governance, using training, quantitative risk tools, and structured client dialogues to improve adherence and outcomes.

Blends behavioral finance with pragmatic portfolio construction, prioritizing client-specific risk capacity and decision architecture. Emphasizes segmentation, suitability, and communication to align behavioral profiles with strategic asset allocation, favoring diversified, low-turnover portfolios calibrated to emotional tolerance and life goals. Capital allocation stresses long-term horizons, loss-avoidance framing, risk-budgeting across buckets, and rule-based rebalancing to mitigate biases. Advises fiduciary managers to embed behavioral due diligence into selection, reporting, and governance, using training, quantitative risk tools, and structured client dialogues to improve adherence and outcomes.

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:
10.29%
Gain
Monthly
0.32%
Yearly
3.93%
Drawdown
42.92%
$340.06M
Equity
Holdings
$340.06M
Investment
$262.27M
$87.93M
Profit -$2.05M
Realized
$10.15M
Unrealized
$77.79M
Dividends
$8.15M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0%
Profit
-$2.05M
Win %
77%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$1.61M
Win %
77%
This Month
Compared to last month
Gain
0.17%
Profit
$587,115.05
Win %
77%
This Year
Compared to last year
Gain
12.52%
Profit
$37.84M
Win %
76%
Abbott Laboratories logo
ABT Abbott Laboratories
+10.93%
+$34,435.15
British American Tobacco p.l.c. ADR logo
BTI British American Tobacco p.l.c. ADR
+6.47%
+$29,214.4
McKesson Corporation logo
MCK McKesson Corporation
+5.47%
+$11,143.68
Domino's Pizza Inc. logo
DPZ Domino's Pizza Inc.
+5.07%
+$29,320.06
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+4.17%
+$46,491.6
Paychex Inc. logo
PAYX Paychex Inc.
+4.07%
+$27,879.04
Stryker Corporation logo
SYK Stryker Corporation
+3.94%
+$12,043.21
Mondelez International, Inc. logo
MDLZ Mondelez International, Inc.
+3.87%
+$8,455.6
Northrim BanCorp, Inc. logo
NRIM Northrim BanCorp, Inc.
+3.85%
+$18,431.28
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
+3.6%
+$22,897.64
Salesforce Inc logo
CRM Salesforce Inc
+3.59%
+$13,446
Union Pacific Corporation logo
UNP Union Pacific Corporation
+3.49%
+$48,295.67
AbbVie Inc. logo
ABBV AbbVie Inc.
+3.44%
+$31,073.28
Prologis Inc. logo
PLD Prologis Inc.
+3.39%
+$15,979.68
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+3.33%
+$18,228.56
AT&T Inc. logo
T AT&T Inc.
+3.22%
+$8,208.5
Amgen Inc. logo
AMGN Amgen Inc.
+3.13%
+$16,448.52
International Business Machines Corporation logo
IBM International Business Machines Corporation
+3.1%
+$7,931.07
Ross Stores, Inc. logo
ROST Ross Stores, Inc.
+3.04%
+$12,334.28
Amcor plc logo
AMCR Amcor plc
+3.04%
+$7,965.99
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
+3.04%
+$17,816.57
Valero Energy Corporation logo
VLO Valero Energy Corporation
+2.91%
+$33,827.25
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+2.91%
+$11,717.94
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
+2.89%
+$8,067.84
Starbucks Corporation logo
SBUX Starbucks Corporation
+2.86%
+$9,763.25
SAP SE Sponsored ADR logo
SAP SAP SE Sponsored ADR
+2.84%
+$6,002.65
Comcast Corp logo
CMCSA Comcast Corp
+2.83%
+$7,597.78
The Coca-Cola Company logo
KO The Coca-Cola Company
+2.69%
+$29,723.58
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
+2.67%
+$8,848.74
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
+2.65%
+$11,293.93
ONEOK, Inc. logo
OKE ONEOK, Inc.
+2.63%
+$9,295
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+2.6%
+$16,807.21
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
+2.6%
+$27,010.41
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+2.57%
+$10,664.1
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+2.54%
+$4,766.98
CSX Corporation logo
CSX CSX Corporation
+2.53%
+$28,794.61
Walmart Inc. logo
WMT Walmart Inc.
+2.49%
+$74,950.4
S&P Global Inc. logo
SPGI S&P Global Inc.
+2.4%
+$5,089.59
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+2.38%
+$31,965.36
Mastercard Incorporated logo
MA Mastercard Incorporated
+2.37%
+$25,877.52
Ulta Beauty Inc. logo
ULTA Ulta Beauty Inc.
+2.33%
+$4,986.4
McDonald's Corporation logo
MCD McDonald's Corporation
+2.31%
+$11,101.68
Invesco KBW Premium Yield Equity Fund logo
KBWY Invesco KBW Premium Yield Equity Fund
+2.27%
+$6,149.32
HCA Healthcare Inc. logo
HCA HCA Healthcare Inc.
+2.22%
+$7,502.21
Labcorp Holdings Inc. logo
LH Labcorp Holdings Inc.
+2.12%
+$4,527.36
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
+2.04%
+$18,322.65
Huntington Bancshares Incorporated logo
HBAN Huntington Bancshares Incorporated
+2.01%
+$9,968.15
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
+2.01%
+$4,520.1
Visa Inc. Class A logo
V Visa Inc. Class A
+1.94%
+$20,384.35
The Walt Disney Company logo
DIS The Walt Disney Company
+1.84%
+$7,327.43
Truist Financial Corporation logo
TFC Truist Financial Corporation
+1.82%
+$8,073.6
Procter & Gamble Co logo
PG Procter & Gamble Co
+1.8%
+$24,205.97
Microsoft Corp. logo
MSFT Microsoft Corp.
+1.78%
+$111,622.34
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
+1.77%
+$14,006.08
SPDR S&P Dividend ETF logo
SDY SPDR S&P Dividend ETF
+1.77%
+$15,701.07
Eli Lilly and Company logo
LLY Eli Lilly and Company
+1.73%
+$23,900.1
iShares Global REIT ETF logo
REET iShares Global REIT ETF
+1.52%
+$5,795.3
Rb Global Inc. logo
RBA Rb Global Inc.
+1.47%
+$7,009.36
American Century Focused Large Cap Value ETF logo
FLV American Century Focused Large Cap Value ETF
+1.44%
+$59,670.42
Toyota Motor Corporation logo
TM Toyota Motor Corporation
+1.43%
+$2,474.5
U.S. Bancorp logo
USB U.S. Bancorp
+1.41%
+$14,668.09
CVS Health Corporation logo
CVS CVS Health Corporation
+1.39%
+$7,175.87
PACCAR Inc. logo
PCAR PACCAR Inc.
+1.39%
+$8,507.9
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.34%
+$51,249
Pfizer Inc. logo
PFE Pfizer Inc.
+1.29%
+$17,216.7
W.W. Grainger, Inc. logo
GWW W.W. Grainger, Inc.
+1.28%
+$8,257.64
Chevron Corporation logo
CVX Chevron Corporation
+1.26%
+$13,540.92
Apple Inc. logo
AAPL Apple Inc.
+1.25%
+$178,008.21
Las Vegas Sands Corp. logo
LVS Las Vegas Sands Corp.
+1.25%
+$9,090.48
CBRE Global Real Estate Income Fund logo
IGR CBRE Global Real Estate Income Fund
+1.18%
+$2,891.62
Sanofi American Depositary Receipt logo
SNY Sanofi American Depositary Receipt
+1.16%
+$3,542.27
VanEck Morningstar Wide Moat Fund logo
MOAT VanEck Morningstar Wide Moat Fund
+1.11%
+$62,125.82
iShares Russell 2000 Value ETF logo
IWN iShares Russell 2000 Value ETF
+1.11%
+$4,195.6
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
+1.1%
+$2,399.2
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.09%
+$8,995.87
Danaher Corporation logo
DHR Danaher Corporation
+1.07%
+$3,230.34
MetLife Inc. logo
MET MetLife Inc.
+1.05%
+$2,988.61
Duke Energy Corporation logo
DUK Duke Energy Corporation
+1.04%
+$3,201.78
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+1.02%
+$13,323.05
The Southern Company logo
SO The Southern Company
+1.02%
+$2,327.58
Motorola Solutions, Inc. logo
MSI Motorola Solutions, Inc.
+0.96%
+$2,162.68
TC Energy Corporation logo
TRP TC Energy Corporation
+0.95%
+$3,128.4
FirstEnergy Corp. logo
FE FirstEnergy Corp.
+0.94%
+$2,762.2
Deere & Company logo
DE Deere & Company
+0.84%
+$5,394.48
American Century U.S. Quality Value ETF logo
VALQ American Century U.S. Quality Value ETF
+0.83%
+$7,455.09
ConocoPhillips logo
COP ConocoPhillips
+0.82%
+$1,605.4
Avantis U.S. Small Cap Equity ETF logo
AVSC Avantis U.S. Small Cap Equity ETF
+0.77%
+$8,054.48
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
+0.72%
+$6,729.54
Snowflake Inc. logo
SNOW Snowflake Inc.
+0.65%
+$3,736.48
Emerson Electric Co. logo
EMR Emerson Electric Co.
+0.63%
+$3,621.78
WEC Energy Group Inc. logo
WEC WEC Energy Group Inc.
+0.63%
+$2,316.73
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
+0.62%
+$29,097.13
Diamondback Energy Inc logo
FANG Diamondback Energy Inc
+0.62%
+$9,614.66
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
+0.61%
+$7,787.94
Capital One Financial Corporation logo
COF Capital One Financial Corporation
+0.61%
+$4,860.16
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+0.61%
+$4,827.58
SPDR Portfolio S&P 600 Small Cap ETF logo
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.57%
+$2,642.9
Delta Air Lines, Inc. logo
DAL Delta Air Lines, Inc.
+0.47%
+$3,129.03
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$30,031.41
Linde plc logo
LIN Linde plc
+0.47%
+$1,265.24
ProShares Short S&P500 logo
SH ProShares Short S&P500
+0.46%
+$1,615.41
Netflix, Inc. logo
NFLX Netflix, Inc.
+0.45%
+$5,129.44
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
+0.43%
+$1,196.59
American Century Large Cap Equity Fund logo
ACLC American Century Large Cap Equity Fund
+0.39%
+$22,772.89
American Tower Corporation logo
AMT American Tower Corporation
+0.39%
+$1,216.34
JPMorgan Equity Premium Income Fund logo
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$13,060.39
Wells Fargo & Company logo
WFC Wells Fargo & Company
+0.37%
+$1,446.72
D.R. Horton, Inc. logo
DHI D.R. Horton, Inc.
+0.34%
+$1,055.08
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.32%
+$4,697.31
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+0.29%
+$910.52
Honeywell International Inc. logo
HON Honeywell International Inc.
+0.26%
+$800.98
American Express Company logo
AXP American Express Company
+0.26%
+$1,447.14
Vanguard Value ETF logo
VTV Vanguard Value ETF
+0.26%
+$862.94
ProShares Short Dow30 logo
DOG ProShares Short Dow30
+0.26%
+$782.76
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF logo
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.24%
+$618.75
HSBC Holdings plc Sponsored ADR logo
HSBC HSBC Holdings plc Sponsored ADR
+0.22%
+$872.3
Alphabet Inc logo
GOOG Alphabet Inc
+0.22%
+$9,267.28
Berkshire Hathaway Inc. logo
BRK-A Berkshire Hathaway Inc.
+0.21%
+$9,421.12
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF logo
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
+0.18%
+$1,798.99
Alphabet Inc logo
GOOGL Alphabet Inc
+0.17%
+$10,473.58
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
+0.17%
+$2,064.8
APA Corporation logo
APA APA Corporation
+0.16%
+$461.23
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+0.15%
+$4,207.85
Devon Energy Corporation logo
DVN Devon Energy Corporation
+0.14%
+$1,130.22
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
+0.11%
+$260
Western Asset High Income Fund II Inc. logo
HIX Western Asset High Income Fund II Inc.
+0.11%
+$156.57
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
+0.1%
+$727.22
First Trust Senior Floating Rate Income Fund II logo
FCT First Trust Senior Floating Rate Income Fund II
+0.05%
+$88.48
US Treasury 3 Month Bill ETF logo
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$93.96
Janus Henderson AAA CLO ETF logo
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$52.59
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$184.94
Vanguard 3-Month Treasury Bill ETF logo
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$144.5
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
+0.01%
+$42.78
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+0.01%
+$29.98
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
+$42.84
Enbridge Inc. Preferred Stock 2.983% Perpetual logo
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Western Digital Corporation logo
WDC Western Digital Corporation
-11.52%
-$73,158.88
Oklo Inc. logo
OKLO Oklo Inc.
-10.22%
-$21,949
MP Materials Corp. logo
MP MP Materials Corp.
-10.01%
-$42,253.2
Nokia Corporation Sponsored ADR logo
NOK Nokia Corporation Sponsored ADR
-8.67%
-$21,122.4
Robinhood Markets, Inc. logo
HOOD Robinhood Markets, Inc.
-7.62%
-$41,882.74
Intel Corporation logo
INTC Intel Corporation
-7.06%
-$37,607.71
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-6.83%
-$70,167.17
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-6.55%
-$248,240.27
General Electric Company logo
GE General Electric Company
-6.35%
-$59,788.68
Lam Research Corporation logo
LRCX Lam Research Corporation
-5.81%
-$173,786.63
Freeport-McMoRan Inc. logo
FCX Freeport-McMoRan Inc.
-5.51%
-$113,067.36
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
-5.47%
-$44,185.74
Morgan Stanley logo
MS Morgan Stanley
-5.45%
-$25,064.23
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-5.09%
-$35,078.68
Oracle Corporation logo
ORCL Oracle Corporation
-4.95%
-$32,504.85
NRG Energy, Inc. logo
NRG NRG Energy, Inc.
-4.67%
-$26,647.33
Broadcom Inc. logo
AVGO Broadcom Inc.
-4.61%
-$424,349.9
Cameco Corporation logo
CCJ Cameco Corporation
-4.51%
-$36,296.41
Caterpillar Inc. logo
CAT Caterpillar Inc.
-4.46%
-$78,091.18
Newmont Corporation logo
NEM Newmont Corporation
-4.39%
-$99,856.02
Monolithic Power Systems, Inc. logo
MPWR Monolithic Power Systems, Inc.
-4.38%
-$128,152.08
Eaton Corporation plc logo
ETN Eaton Corporation plc
-4.38%
-$19,660.15
Carpenter Technology Corporation logo
CRS Carpenter Technology Corporation
-3.95%
-$30,541.24
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
-3.76%
-$30,334.47
GE Vernova Inc. logo
GEV GE Vernova Inc.
-3.56%
-$20,653.4
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
-3.52%
-$5,395
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-3.49%
-$43,773.38
Quanta Services Inc. logo
PWR Quanta Services Inc.
-3.49%
-$52,772.46
BARRICK MINING CORP Common Stock (ABR0) logo
B BARRICK MINING CORP Common Stock (ABR0)
-3.38%
-$10,382.17
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
-3.28%
-$6,797.39
Coinbase Global, Inc. logo
COIN Coinbase Global, Inc.
-3.21%
-$18,149.07
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
-3.19%
-$11,446.15
UBS Group AG logo
UBS UBS Group AG
-3.09%
-$10,458.32
Global X Artificial Intelligence & Technology ETF logo
AIQ Global X Artificial Intelligence & Technology ETF
-2.94%
-$23,446.8
Mizuho Financial Group Inc. ADR logo
MFG Mizuho Financial Group Inc. ADR
-2.91%
-$3,698.92
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-2.89%
-$12,296.61
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-2.73%
-$619,497.06
KLA Corporation logo
KLAC KLA Corporation
-2.71%
-$18,696.3
Citigroup Inc. logo
C Citigroup Inc.
-2.53%
-$12,886.35
Atea Pharmaceuticals Inc. logo
AVIR Atea Pharmaceuticals Inc.
-2.52%
-$1,461.82
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund logo
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.26%
-$5,789.72
iShares MSCI Emerging Markets ETF logo
EEM iShares MSCI Emerging Markets ETF
-2.23%
-$24,919.28
iShares MSCI Peru and Global Exposure ETF logo
EPU iShares MSCI Peru and Global Exposure ETF
-2.21%
-$5,168.64
Mitsubishi UFJ Financial Group, Inc. Sponsored ADR logo
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-2.11%
-$5,857.92
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-2.05%
-$8,094.89
Reaves Utility Income Fund logo
UTG Reaves Utility Income Fund
-2%
-$13,655.33
American Century Focused Dynamic Growth ETF logo
FDG American Century Focused Dynamic Growth ETF
-1.93%
-$127,311.32
SPDR Gold Shares logo
GLD SPDR Gold Shares
-1.85%
-$23,204.73
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-1.85%
-$37,696.83
Dimensional Emerging Markets Core Equity 2 ETF logo
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.83%
-$4,495.92
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
-1.81%
-$55,353.82
SPDR Gold MiniShares Trust logo
GLDM SPDR Gold MiniShares Trust
-1.78%
-$5,995.99
Norwegian Cruise Line Holdings Ltd. logo
NCLH Norwegian Cruise Line Holdings Ltd.
-1.77%
-$6,330.8
TotalEnergies SE logo
TTE TotalEnergies SE
-1.77%
-$10,848.8
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
-1.64%
-$14,891.44
Vanguard Russell 1000 Growth Fund logo
VONG Vanguard Russell 1000 Growth Fund
-1.62%
-$51,544.46
Itaú Unibanco Holding S.A. Sponsored Preferred ADR logo
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-1.6%
-$1,492.29
iShares Russell 2000 Growth ETF logo
IWO iShares Russell 2000 Growth ETF
-1.56%
-$5,078.75
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-1.55%
-$6,121.6
Global X Robotics & Artificial Intelligence ETF logo
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.45%
-$3,666.6
Neos NASDAQ-100 High Income ETF logo
QQQI Neos NASDAQ-100 High Income ETF
-1.45%
-$5,591.19
iShares MSCI Israel ETF logo
EIS iShares MSCI Israel ETF
-1.45%
-$3,668.58
Calamos Convertible Opportunities and Income Fund logo
CHI Calamos Convertible Opportunities and Income Fund
-1.45%
-$3,371.55
Tesla, Inc. logo
TSLA Tesla, Inc.
-1.41%
-$22,479.04
Bitwise Bitcoin ETF logo
BITB Bitwise Bitcoin ETF
-1.39%
-$4,124.33
Viking Holdings Ltd logo
VIK Viking Holdings Ltd
-1.39%
-$9,656
JPMorgan Nasdaq Equity Premium Income ETF logo
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.36%
-$58,744.39
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
-1.31%
-$13,164.8
RTX Corporation logo
RTX RTX Corporation
-1.3%
-$9,055.05
iShares MSCI Netherlands ETF logo
EWN iShares MSCI Netherlands ETF
-1.29%
-$3,595.76
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$3,728.19
Banco Santander S.A. Sponsored ADR logo
SAN Banco Santander S.A. Sponsored ADR
-1.27%
-$2,702
Alaska Air Group Inc. logo
ALK Alaska Air Group Inc.
-1.25%
-$15,142.8
Royal Caribbean Group logo
RCL Royal Caribbean Group
-1.25%
-$16,410.4
Lazard International Dynamic Equity ETF logo
IDEQ Lazard International Dynamic Equity ETF
-1.24%
-$3,637.79
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
-1.19%
-$6,560.33
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$14,618.78
Boeing Company logo
BA Boeing Company
-1.1%
-$3,242.4
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$5,352.27
General Motors Company logo
GM General Motors Company
-1.08%
-$2,922.36
American Century Mid Cap Growth Impact ETF logo
MID American Century Mid Cap Growth Impact ETF
-1.03%
-$51,039.39
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-1%
-$36,506.46
First Trust NASDAQ Cybersecurity ETF logo
CIBR First Trust NASDAQ Cybersecurity ETF
-0.99%
-$5,801.72
Avantis International Small Cap Value ETF logo
AVDV Avantis International Small Cap Value ETF
-0.95%
-$13,163
Halliburton Company logo
HAL Halliburton Company
-0.95%
-$6,316.76
BlackRock, Inc. logo
BLK BlackRock, Inc.
-0.94%
-$5,908.76
Avantis International Equity ETF logo
AVDE Avantis International Equity ETF
-0.93%
-$25,622.09
Carnival Corporation Ltd. logo
CCL Carnival Corporation Ltd.
-0.92%
-$12,154.94
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-0.84%
-$7,883.92
National Grid plc Sponsored ADR logo
NGG National Grid plc Sponsored ADR
-0.78%
-$2,485.6
Royal Bank of Canada logo
RY Royal Bank of Canada
-0.72%
-$2,360.52
Vanguard Total World Stock ETF logo
VT Vanguard Total World Stock ETF
-0.67%
-$1,815.78
iShares S&P Mid-Cap 400 Growth ETF logo
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.67%
-$4,265.88
Aptus Collared Investment Opportunity ETF logo
ACIO Aptus Collared Investment Opportunity ETF
-0.63%
-$51,492.54
American Century U.S. Quality Growth ETF logo
QGRO American Century U.S. Quality Growth ETF
-0.62%
-$5,224.35
American Century Quality Diversified International ETF logo
QINT American Century Quality Diversified International ETF
-0.61%
-$24,442.92
iShares MSCI Spain ETF logo
EWP iShares MSCI Spain ETF
-0.55%
-$1,449.17
Schwab U.S. Large-Cap Growth ETF logo
SCHG Schwab U.S. Large-Cap Growth ETF
-0.54%
-$6,819.48
Global X MSCI Greece ETF logo
GREK Global X MSCI Greece ETF
-0.54%
-$1,480.1
Nuveen Quality Municipal Income Fund logo
NAD Nuveen Quality Municipal Income Fund
-0.5%
-$2,479.44
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
-0.5%
-$3,077.12
Vanguard Russell 3000 ETF logo
VTHR Vanguard Russell 3000 ETF
-0.48%
-$2,465.87
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.47%
-$19,796.61
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
-0.47%
-$11,607.57
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.46%
-$17,657.67
MGM Resorts International logo
MGM MGM Resorts International
-0.46%
-$4,879.64
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.46%
-$2,536.05
iShares MSCI Austria ETF logo
EWO iShares MSCI Austria ETF
-0.45%
-$1,273.19
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
-0.45%
-$8,711.56
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$69,182.51
Eaton Vance Tax-Managed Global Diversified Equity Income Fund logo
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.36%
-$1,415.75
Nuveen Preferred & Income Opportunities Fund logo
JPC Nuveen Preferred & Income Opportunities Fund
-0.32%
-$280
Avantis U.S. Equity ETF logo
AVUS Avantis U.S. Equity ETF
-0.31%
-$8,158.8
iShares MSCI Canada ETF logo
EWC iShares MSCI Canada ETF
-0.29%
-$769.83
Bank of America Corporation logo
BAC Bank of America Corporation
-0.28%
-$2,636.9
Nuveen Municipal Credit Income Fund logo
NZF Nuveen Municipal Credit Income Fund
-0.28%
-$1,753.43
JPMorgan BetaBuilders Canada ETF logo
BBCA JPMorgan BetaBuilders Canada ETF
-0.17%
-$3,203.72
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
-0.15%
-$897.18
NYLI MacKay Muni Intermediate ETF logo
MMIT NYLI MacKay Muni Intermediate ETF
-0.14%
-$727.97
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.14%
-$8,768.76
Vanguard Core Tax-Exempt Bond Fund logo
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.13%
-$2,991.7
iShares 20+ Year Treasury Bond ETF logo
TLT iShares 20+ Year Treasury Bond ETF
-0.13%
-$823.9
MercadoLibre, Inc. logo
MELI MercadoLibre, Inc.
-0.11%
-$721.6
Marriott International Inc. - Class A logo
MAR Marriott International Inc. - Class A
-0.1%
-$337.15
PIMCO Multisector Bond Active ETF logo
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$1,783.4
CME Group Inc. logo
CME CME Group Inc.
-0.04%
-$122.34
Capital Group Core Bond ETF logo
CGCB Capital Group Core Bond ETF
-0.04%
-$2,240.99
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
-0.03%
-$57.12
iShares 1-3 Year Treasury Bond ETF logo
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$29.35
Loading...

Dividends

Dividend Analysis

Yearly
$
Trades
1782
Longs Won
1247/1782 69%
Profit Factor
10.84
Profitability
Shorts Won
0/0 0%
Standard Deviation
$242,313.6
Average Win
$77,684.27
Best Trade
(Jul 15) $5.79M
Sharpe Ratio
-11.07
Average Loss
-$16,706.93
Worst Trade
(Jul 13) -$479,677.74
Z-Score
17.69 (100%)
Commissions
$0
Avg. Trade Length
1y 4w
Expectancy
$49,345.73
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 20,408 18,367 16,327 14,286 12,245 10,204 8,163 6,122 4,082 2,041
Hover over the desired column for a detailed explanation.

Returns

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