MSH Capital Advisors LLC Portfolio
Invests via MSH Capital Advisors LLC | Managed by Mark Stephen Howells, Katrina Patricia Santamaria, Marcy Ann Crites, Tara Lynn Kreizenbeck, Shane Christopher (Shane) Jordan
Invests via MSH Capital Advisors LLC
Managed by Mark Stephen Howells, Katrina Patricia Santamaria, Marcy Ann Crites, Tara Lynn Kreizenbeck, Shane Christopher (Shane) Jordan
Automatically Tracked
Company Profile
Privately held boutique investment adviser focused on institutional and high-net-worth clients, offering customized portfolio management, strategic asset allocation and alternative investments. MSH Capital Advisors LLC positions itself as a multi-asset manager combining discretionary wealth management with advisory services, emphasizing risk-adjusted returns, tax-aware strategies and mid-market direct investments. Typical capital focus includes equities, fixed income and private assets.
Privately held boutique investment adviser focused on institutional and high-net-worth clients, offering customized portfolio management, strategic asset allocation and alternative investments. MSH Capital Advisors LLC positions itself as a multi-asset manager combining discretionary wealth management with advisory services, emphasizing risk-adjusted returns, tax-aware strategies and mid-market direct investments. Typical capital focus includes equities, fixed income and private assets.
Investment Philosophy & Strategy
Adopts a client-centric, multi-asset investment philosophy that prioritizes risk-adjusted returns through diversified, tax-aware portfolios and selective direct exposures to mid-market opportunities. Combines discretionary portfolio management with advisory mandates to tailor strategic asset allocation across equities, fixed income and private assets, blending liquid core positions with illiquid alpha-generating private investments. Emphasizes capital preservation, drawdown control, and tactical rebalancing driven by macro and valuations signals, while using active security selection, due diligence on direct deals, and fee-conscious implementation to align institutional and high-net-worth client objectives over multi-year horizons.
Adopts a client-centric, multi-asset investment philosophy that prioritizes risk-adjusted returns through diversified, tax-aware portfolios and selective direct exposures to mid-market opportunities. Combines discretionary portfolio management with advisory mandates to tailor strategic asset allocation across equities, fixed income and private assets, blending liquid core positions with illiquid alpha-generating private investments. Emphasizes capital preservation, drawdown control, and tactical rebalancing driven by macro and valuations signals, while using active security selection, due diligence on direct deals, and fee-conscious implementation to align institutional and high-net-worth client objectives over multi-year horizons.
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:
12.6%
Gain
Monthly
0.05%
Yearly
0.58%
Drawdown
34.23%
$526.58M
Equity
Holdings
$526.58M
Investment
$411.98M
$120.87M
Profit -$1.77M
Realized
$6.27M
Unrealized
$114.6M
Dividends
$30.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.77M
Win %
78%
This Week
Compared To Last Week
Gain
0.37%
Profit
$1.92M
Win %
78%
This Month
Compared to last month
Gain
1.34%
Profit
$6.95M
Win %
78%
This Year
Compared to last year
Gain
11.63%
Profit
$54.88M
Win %
78%
BROS Dutch Bros Inc.
+5.17%
+$19,756.1 
DUOL Duolingo, Inc.
+3.92%
+$12,366.64 
MRK Merck & Co., Inc.
+2.94%
+$37,677.57 
NOC Northrop Grumman Corporation
+2.85%
+$6,761.32 
ADM Archer-Daniels-Midland Co
+2.69%
+$7,008.89 
GE General Electric Company
+2.44%
+$15,570.21 
BMY Bristol-Myers Squibb Company
+2.35%
+$13,027.08 
SHEL Shell plc
+2.02%
+$19,408.65 
JNJ Johnson & Johnson
+1.98%
+$104,531.79 
MO Altria Group, Inc.
+1.98%
+$14,512.14 
CSCO Cisco Systems, Inc.
+1.93%
+$85,512.32 
PSX Phillips 66
+1.91%
+$12,498.26 
ABBV AbbVie Inc.
+1.87%
+$60,309.2 
KR Kroger Co.
+1.81%
+$4,411.72 
YUM Yum! Brands, Inc.
+1.49%
+$6,965.32 
LMT Lockheed Martin Corporation
+1.44%
+$4,954.64 
PM Philip Morris International Inc.
+1.42%
+$6,585.3 
EMR Emerson Electric Co.
+1.38%
+$18,652.8 
T AT&T Inc.
+1.32%
+$7,404.86 
RTX RTX Corporation
+1.28%
+$30,688.5 
XOM Exxon Mobil Corporation
+1.28%
+$74,504.54 
UNH UnitedHealth Group Incorporated
+1.28%
+$20,268.75 
EQIX Equinix, Inc.
+1.26%
+$4,320.47 
VZ Verizon Communications Inc.
+1.25%
+$36,791.15 
CVX Chevron Corporation
+1.24%
+$21,903.96 
LHX L3Harris Technologies, Inc.
+1.14%
+$3,991.35 
SPG Simon Property Group, Inc.
+1.13%
+$12,403.51 
AWK American Water Works Company, Inc.
+1.12%
+$30,268.5 
AMT American Tower Corporation
+1.11%
+$26,419.36 
COP ConocoPhillips
+1.07%
+$6,932.09 
VTRS Viatris Inc.
+1.04%
+$4,262.76 
LLY Eli Lilly and Company
+1.02%
+$15,987.65 
WMT Walmart Inc.
+1.01%
+$25,733.44 
DOC Healthpeak Properties, Inc.
+1.01%
+$5,642.77 
SHLD Global X Defense Tech ETF
+1%
+$2,326.2 
WFC Wells Fargo & Company
+0.99%
+$7,128.78 
FRT Federal Realty Investment Trust
+0.96%
+$8,029.56 
BP BP p.l.c. Sponsored ADR
+0.93%
+$1,756.74 
O Realty Income Corporation
+0.91%
+$35,213.89 
XLE Energy Select Sector SPDR Fund
+0.83%
+$17,872.35 
D Dominion Energy, Inc.
+0.83%
+$2,516.26 
SO The Southern Company
+0.79%
+$16,380.28 
ET Energy Transfer L.P.
+0.74%
+$11,256.3 
HON Honeywell International Inc.
+0.73%
+$1,331.55 
PFE Pfizer Inc.
+0.72%
+$10,376.82 
MDU MDU Resources Group, Inc.
+0.71%
+$1,473.45 
DUK Duke Energy Corporation
+0.7%
+$12,532.08 
GLD SPDR Gold Shares
+0.69%
+$7,663.34 
BMO Bank of Montreal
+0.68%
+$2,440 
EOG EOG Resources, Inc.
+0.68%
+$2,216.52 
GLDM SPDR Gold MiniShares Trust
+0.66%
+$5,416.32 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$43,036.29 
PWV Invesco Large Cap Value ETF
+0.65%
+$5,297.37 
PLD Prologis Inc.
+0.65%
+$6,693 
EPD Enterprise Products Partners L.P.
+0.63%
+$7,071.12 
JPM JPMorgan Chase & Co.
+0.57%
+$56,097.72 
NEE NextEra Energy, Inc.
+0.56%
+$6,308.97 
SKT Tanger Factory Outlet Centers, Inc.
+0.56%
+$3,653.78 
XLV Health Care Select Sector SPDR Fund
+0.54%
+$16,144.3 
DE Deere & Company
+0.53%
+$4,342.9 
CBSH Commerce Bancshares, Inc.
+0.52%
+$5,261.32 
XLP Consumer Staples Select Sector SPDR Fund
+0.52%
+$2,212.99 
WEC WEC Energy Group Inc.
+0.52%
+$6,346.04 
BAC Bank of America Corporation
+0.5%
+$5,414.66 
FLIN Franklin FTSE India ETF
+0.49%
+$3,443.35 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.48%
+$1,153.95 
PG Procter & Gamble Co
+0.47%
+$8,507.52 
UGI UGI Corporation
+0.47%
+$9,888.9 
TLH iShares 10-20 Year Treasury Bond ETF
+0.46%
+$2,564.1 
CHD Church & Dwight Co., Inc.
+0.42%
+$916.44 
DVY iShares Select Dividend ETF
+0.39%
+$8,527.42 
MMM 3M Company
+0.39%
+$5,692.68 
F Ford Motor Company
+0.39%
+$917.62 
AMH American Homes 4 Rent
+0.38%
+$2,111.85 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.33%
+$3,045.3 
DHS WisdomTree U.S. High Dividend Fund
+0.3%
+$1,761.2 
GEV GE Vernova Inc.
+0.27%
+$1,780.42 
TJX The TJX Companies, Inc.
+0.27%
+$567.03 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.26%
+$16,128.3 
GWW W.W. Grainger, Inc.
+0.26%
+$819.83 
SCHD Schwab U.S. Dividend Equity ETF
+0.24%
+$26,007.04 
VTV Vanguard Value ETF
+0.24%
+$11,857.16 
ETN Eaton Corporation plc
+0.23%
+$2,258.22 
VOE Vanguard Mid-Cap Value ETF
+0.22%
+$10,007.03 
GOVT iShares U.S. Treasury Bond ETF
+0.22%
+$1,614.07 
HRB H&R Block Inc.
+0.21%
+$1,582.02 
CGCB Capital Group Core Bond ETF
+0.21%
+$1,648.35 
MBB iShares MBS ETF
+0.21%
+$2,608.32 
AGG iShares Core U.S. Aggregate Bond ETF
+0.2%
+$1,239.42 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$2,803.45 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.19%
+$842.75 
COST Costco Wholesale Corporation
+0.18%
+$3,587.46 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.18%
+$409.45 
PTRB PGIM Total Return Bond ETF
+0.18%
+$3,881.47 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.18%
+$1,539.67 
IUSB iShares Core Universal USD Bond ETF
+0.17%
+$2,103.73 
HTRB Hartford Total Return Bond ETF
+0.16%
+$1,745.48 
SLV iShares Silver Trust
+0.16%
+$300.16 
AAPL Apple Inc.
+0.15%
+$87,100.68 
LIN Linde plc
+0.15%
+$462.17 
MDT Medtronic plc
+0.13%
+$1,679.7 
DFCF Dimensional Core Fixed Income ETF
+0.13%
+$909.04 
VYM Vanguard High Dividend Yield ETF
+0.13%
+$10,283.83 
SDY SPDR S&P Dividend ETF
+0.12%
+$17,421.48 
GTO Invesco Total Return Bond ETF
+0.12%
+$637.39 
DGRO iShares Core Dividend Growth ETF
+0.12%
+$842.76 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
+0.1%
+$272.68 
XLI Industrial Select Sector SPDR Fund
+0.09%
+$2,169.88 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$774.34 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.06%
+$369.74 
UPS United Parcel Service, Inc.
+0.06%
+$202.28 
IAGG iShares International Aggregate Bond Fund
+0.05%
+$251.87 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$718.92 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$420.12 
AMGN Amgen Inc.
+0.03%
+$96 
FTLS First Trust Long/Short Equity ETF
+0.02%
+$593.04 
IVE ISHARES S&P 500 VALUE ETF
+0.01%
+$514.08 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$242.04 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$23.2 
STX Seagate Technology Holdings plc
0%
+$201.37 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQS Equus Total Return Inc.
0%
$0 
NFLX Netflix, Inc.
-9.17%
-$40,551.72 
META Meta Platforms Inc Class A
-5.47%
-$82,327.96 
IBM International Business Machines Corporation
-3.46%
-$18,527.19 
COIN Coinbase Global, Inc.
-3.26%
-$9,204.8 
AMD Advanced Micro Devices, Inc.
-3.19%
-$30,170.24 
TXN Texas Instruments Inc
-3.15%
-$21,732.9 
TSLA Tesla, Inc.
-2.85%
-$125,681.48 
MCHP Microchip Technology Incorporated
-2.77%
-$9,040 
MSFT Microsoft Corp.
-2.73%
-$226,316.37 
BKNG Booking Holdings Inc.
-2.67%
-$13,666.87 
BAI iShares A.I. Innovation and Tech Active ETF
-2.57%
-$16,187.13 
GOOGL Alphabet Inc
-2.33%
-$144,543.06 
GOOG Alphabet Inc
-2.32%
-$37,498.6 
GH Guardant Health Inc.
-2.18%
-$21,229.78 
IBIT iShares Bitcoin Trust
-2.16%
-$4,550.07 
KO The Coca-Cola Company
-2.15%
-$134,521.47 
VWO Vanguard FTSE Emerging Markets ETF
-2.09%
-$22,056.36 
TECK Teck Resources Ltd.
-2.04%
-$6,007.8 
SPEM SPDR Portfolio Emerging Markets ETF
-2.03%
-$4,942.12 
NUEM Nuveen ESG Emerging Markets Equity Fund
-1.98%
-$5,998.48 
V Visa Inc. Class A
-1.98%
-$62,272.19 
IYW iShares U.S. Technology ETF
-1.97%
-$6,701.56 
NVDA NVIDIA Corporation
-1.96%
-$81,835.49 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$38,071.62 
CGGR Capital Group Growth ETF
-1.9%
-$32,765.25 
STRA Strategic Education Inc.
-1.83%
-$15,767.68 
PLTR Palantir Technologies Inc.
-1.81%
-$11,873.06 
UAL United Airlines Holdings, Inc.
-1.78%
-$8,904 
VUG Vanguard Growth ETF
-1.75%
-$132,386.76 
QQQM Invesco NASDAQ 100 ETF
-1.74%
-$16,352.09 
IWF iShares Russell 1000 Growth ETF
-1.73%
-$11,886 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$52,904.14 
XLK State Street Technology Select Sector SPDR ETF
-1.71%
-$6,268.48 
DIS The Walt Disney Company
-1.7%
-$7,273.76 
AVEM Avantis Emerging Markets Equity ETF
-1.69%
-$6,872.76 
NVO Novo Nordisk A/S Sponsored ADR
-1.69%
-$20,377.14 
MA Mastercard Incorporated
-1.68%
-$6,780.25 
VONG Vanguard Russell 1000 Growth Fund
-1.67%
-$5,460 
BGC BGC Group, Inc.
-1.62%
-$3,711.66 
WU Western Union Co.
-1.62%
-$5,464.94 
VOOG Vanguard S&P 500 Growth ETF
-1.57%
-$7,817.94 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.57%
-$111,229.23 
AVGO Broadcom Inc.
-1.54%
-$30,638.7 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.52%
-$10,602 
QGRO American Century U.S. Quality Growth ETF
-1.51%
-$10,508.39 
BLK BlackRock, Inc.
-1.51%
-$67,902.76 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.47%
-$162,034.14 
TROW T. Rowe Price Group, Inc.
-1.41%
-$32,615.52 
AXP American Express Company
-1.39%
-$3,605.06 
PALL abrdn Physical Palladium Shares ETF
-1.31%
-$2,347.5 
QUAL iShares MSCI USA Quality Factor ETF
-1.26%
-$12,623.48 
XLG Invesco S&P 500 Top 50 ETF
-1.21%
-$4,628.69 
CME CME Group Inc.
-1.2%
-$31,917.68 
ESGV Vanguard ESG U.S. Stock ETF
-1.15%
-$5,400.9 
CGGO Capital Group Global Growth Equity ETF
-1.13%
-$10,706.25 
SLB Schlumberger Limited
-1.13%
-$5,921.69 
CRM Salesforce Inc
-1.12%
-$2,450.22 
BX Blackstone Inc.
-1.12%
-$6,721.92 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.12%
-$12,413.17 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.12%
-$59,686.47 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.11%
-$5,093.71 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$53,091.84 
CGUS Capital Group Core Equity ETF
-1.07%
-$4,464.05 
SPMO Invesco S&P 500 Momentum ETF
-1.04%
-$6,526.22 
BLCR iShares Large Cap Core ACT ETF
-1%
-$2,751.84 
NKE Nike, Inc. - Class B
-0.96%
-$5,661.81 
VBK Vanguard Small-Cap Growth ETF
-0.93%
-$33,936.68 
CGGE Capital Group Global Equity ETF
-0.93%
-$5,282.88 
SCHX Schwab U.S. Large-Cap ETF
-0.91%
-$2,200.77 
IVV iShares Core S&P 500 ETF
-0.89%
-$87,466.15 
IWV ISHARES RUSSELL 3000 ETF
-0.88%
-$8,095.28 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.87%
-$8,094.84 
LOW Lowe's Companies Inc.
-0.87%
-$14,895.35 
BDYN iShares Dynamic Equity Active ETF
-0.87%
-$6,741.6 
VOO Vanguard S&P 500 ETF
-0.87%
-$28,943.68 
IWP iShares Russell Mid-Cap Growth ETF
-0.87%
-$28,740 
PAYX Paychex Inc.
-0.86%
-$28,100.29 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.86%
-$37,547.8 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$19,588.65 
CORO Ishares International Country Rotational Active ETF
-0.85%
-$4,427.1 
VOT Vanguard Mid-Cap Growth ETF
-0.84%
-$33,038.72 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.83%
-$23,298 
ECG Everus Construction Group, Inc.
-0.82%
-$1,906.3 
IJS iShares S&P Small-Cap 600 Value ETF
-0.82%
-$26,440.87 
IEFA iShares Core MSCI EAFE ETF
-0.82%
-$77,284.12 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.81%
-$3,736.4 
CGDV Capital Group Dividend Value ETF
-0.78%
-$16,196.57 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$49,937.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.76%
-$129,262.42 
EFA iShares MSCI EAFE ETF
-0.75%
-$8,874.06 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.75%
-$23,904.4 
PWR Quanta Services Inc.
-0.72%
-$2,992.24 
IQV IQVIA Holdings Inc.
-0.71%
-$2,728.19 
MOAT VanEck Morningstar Wide Moat Fund
-0.7%
-$1,659.49 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.7%
-$3,205.5 
THRO iShares U.S. Thematic Rotation Active ETF
-0.69%
-$4,062.15 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.68%
-$4,850.1 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.66%
-$10,830.85 
PFXF VanEck Preferred Securities ex Financials ETF
-0.6%
-$10,562.79 
GDX VanEck Gold Miners ETF
-0.55%
-$6,660.34 
TY Tri-Continental Corporation
-0.54%
-$2,416.61 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$33,648.61 
PSA Public Storage Common Stock
-0.53%
-$3,047.84 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.53%
-$1,358 
JPC Nuveen Preferred & Income Opportunities Fund
-0.51%
-$10,089.56 
CGBL Capital Group Core Balanced ETF
-0.51%
-$2,303.56 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.5%
-$3,393.52 
TEL TE Connectivity plc
-0.49%
-$1,156 
ISD PGIM High Yield Bond Fund, Inc.
-0.47%
-$1,088.11 
AMZN Amazon.com Inc
-0.46%
-$23,777.4 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.44%
-$3,094.92 
USA Liberty All Star Equity Fund
-0.43%
-$1,274 
IQLT iShares MSCI International Quality Factor ETF
-0.39%
-$2,802.97 
XLF Financial Select Sector SPDR Fund
-0.38%
-$1,493.82 
OSBC Old Second Bancorp, Inc.
-0.38%
-$7,634.34 
GDV Gabelli Dividend & Income Trust
-0.37%
-$11,062.81 
PEP PepsiCo, Inc.
-0.37%
-$5,443.03 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.37%
-$14,589.9 
NEM Newmont Corporation
-0.35%
-$605.76 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$3,659.04 
GFL GFL Environmental Inc.
-0.34%
-$677.84 
RSP Invesco S&P 500 Equal Weight ETF
-0.33%
-$1,471.83 
JEPI JPMorgan Equity Premium Income Fund
-0.32%
-$2,052.94 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.3%
-$831.95 
HD The Home Depot, Inc.
-0.29%
-$4,231.98 
IWS iShares Russell Mid-Cap Value ETF
-0.25%
-$10,189.62 
SYLD Cambria Shareholder Yield ETF
-0.25%
-$588.97 
MU Micron Technology, Inc.
-0.23%
-$8,977.29 
MCD McDonald's Corporation
-0.23%
-$2,576.42 
CEG Constellation Energy Corporation
-0.22%
-$431.19 
CAT Caterpillar Inc.
-0.21%
-$6,376.86 
NAD Nuveen Quality Municipal Income Fund
-0.21%
-$1,673.67 
HPF John Hancock Preferred Income Fund II
-0.19%
-$312.09 
VIG Vanguard Dividend Appreciation ETF
-0.19%
-$6,168.15 
SHW The Sherwin-Williams Company
-0.15%
-$7,454.09 
PFF iShares Preferred and Income Securities ETF
-0.15%
-$875.25 
CGDG Capital Group Dividend Growers ETF
-0.14%
-$566.88 
FDX FedEx Corporation
-0.14%
-$307.12 
TYLD Cambria Tactical Yield ETF
-0.14%
-$729.61 
CARR Carrier Global Corporation
-0.12%
-$332.96 
IWD iShares Russell 1000 Value ETF
-0.11%
-$577.08 
HAL Halliburton Company
-0.1%
-$276.68 
MUB iShares National Muni Bond ETF
-0.07%
-$262.64 
BA Boeing Company
-0.07%
-$377.16 
CGMU Capital Group Municipal Income ETF
-0.06%
-$177.45 
PFFD Global X U.S. Preferred ETF
-0.05%
-$291.64 
COWZ Pacer US Cash Cows 100 ETF
-0.05%
-$173.94 
BINC iShares Flexible Income Active ETF
-0.04%
-$359.2 
PYLD PIMCO Multisector Bond Active ETF
-0.02%
-$124.55 
VOOV Vanguard S&P 500 Value ETF
-0.01%
-$17.94 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.01%
-$57.49 Events
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Dividends
Dividend Analysis
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| Trades 3478 | Longs Won 2237/3478 64% | Profit Factor 5.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $223,411.08 |
| Average Win $66,906.42 | Best Trade (Jul 17) $8.19M | Sharpe Ratio -9.66 |
| Average Loss -$23,207.88 | Worst Trade (Sep 29) -$1.33M | Z-Score 18.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 1d | Expectancy $34,752.35 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
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