Brian Krause

Brian Krause Portfolio

Invests via Cascade Financial Partners, LLC | Managed by Brian Krause, Jeffrey McCulloch, Simon Perna
Invests via Cascade Financial Partners, LLC
Managed by Brian Krause, Jeffrey McCulloch, Simon Perna
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Brian Krause Profile

Investor and operator specializing in growth-stage technology and consumer investments, with experience sourcing deals, leading diligences and advising management teams. Brian Krause brings board-level governance experience, portfolio construction skills and an operator’s perspective on scaling go-to-market and product. Frequently involved in fundraising, LP relations and exit planning.

Investor and operator specializing in growth-stage technology and consumer investments, with experience sourcing deals, leading diligences and advising management teams. Brian Krause brings board-level governance experience, portfolio construction skills and an operator’s perspective on scaling go-to-market and product. Frequently involved in fundraising, LP relations and exit planning.

Investment Philosophy & Strategy

Operates as a growth-stage investor combining operator sensibilities with board-level governance to back technology and consumer businesses. Focuses on revenue-accelerating initiatives, repeatable go-to-market models, and product-led scaling, allocating capital to founders with clear unit economics and defensible growth channels. Emphasizes disciplined diligence, active portfolio construction, board engagement and exit-oriented value creation over a 3–7 year horizon while managing downside through staged capital and operational KPI gates.

Operates as a growth-stage investor combining operator sensibilities with board-level governance to back technology and consumer businesses. Focuses on revenue-accelerating initiatives, repeatable go-to-market models, and product-led scaling, allocating capital to founders with clear unit economics and defensible growth channels. Emphasizes disciplined diligence, active portfolio construction, board engagement and exit-oriented value creation over a 3–7 year horizon while managing downside through staged capital and operational KPI gates.

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:
26.96%
Gain -0.75%
Monthly
0.91%
Yearly
11.49%
Drawdown
14.87%
$1.08B
Equity
Holdings
$1.08B
Investment
$821.19M
$259.76M
Profit -$9.17M
Realized
-$244,664.97
Unrealized
$260M
Dividends
$31.25M

Goals

Avg. 64% completed goals
Yearly
Gain > 5%
2026
28%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.75%
Profit
-$9.17M
Win %
80%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$11.78M
Win %
80%
This Month
Compared to last month
Gain
-1.56%
Profit
-$17.08M
Win %
80%
This Year
Compared to last year
Gain
1.38%
Profit
$14.34M
Win %
78%
ONEOK, Inc. logo
OKE ONEOK, Inc.
+3.82%
+$8,009.85
The Coca-Cola Company logo
KO The Coca-Cola Company
+2.73%
+$13,024.74
Western Midstream Partners, LP logo
WES Western Midstream Partners, LP
+2.69%
+$10,443.42
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+2.4%
+$7,767.1
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+2.36%
+$5,561.95
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
+2.31%
+$6,193.53
Canadian Natural Resources Limited logo
CNQ Canadian Natural Resources Limited
+2.14%
+$6,038.4
Chevron Corporation logo
CVX Chevron Corporation
+2.11%
+$10,408.1
AT&T Inc. logo
T AT&T Inc.
+2.09%
+$11,266.52
Altria Group, Inc. logo
MO Altria Group, Inc.
+2.07%
+$26,696.24
Phillips 66 logo
PSX Phillips 66
+1.99%
+$4,005
Mondelez International, Inc. logo
MDLZ Mondelez International, Inc.
+1.99%
+$6,352.5
Plains All American Pipeline, L.P. logo
PAA Plains All American Pipeline, L.P.
+1.96%
+$11,289.96
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
+1.95%
+$34,709.31
USCF Midstream Energy Income Fund logo
UMI USCF Midstream Energy Income Fund
+1.81%
+$7,359.58
Illumina, Inc. logo
ILMN Illumina, Inc.
+1.8%
+$4,780.8
Realty Income Corporation logo
O Realty Income Corporation
+1.72%
+$22,181.37
Consumer Staples Select Sector SPDR Fund logo
XLP Consumer Staples Select Sector SPDR Fund
+1.68%
+$12,690.02
Alerian MLP ETF logo
AMLP Alerian MLP ETF
+1.63%
+$44,609.7
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+1.6%
+$31,350.34
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+1.48%
+$11,480.95
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+1.47%
+$3,700.18
Global X MLP ETF logo
MLPA Global X MLP ETF
+1.38%
+$70,240.8
Hess Midstream LP logo
HESM Hess Midstream LP
+1.22%
+$2,910.71
Aflac Inc. logo
AFL Aflac Inc.
+1.19%
+$16,326.29
Fibrobiologics Inc. logo
FBLG Fibrobiologics Inc.
+1.07%
+$164.28
Marsh & McLennan Companies, Inc. logo
MRSH Marsh & McLennan Companies, Inc.
+1.04%
+$7,651.79
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+0.85%
+$159,202.12
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+0.84%
+$4,655.96
Netflix, Inc. logo
NFLX Netflix, Inc.
+0.79%
+$7,395.57
Ameriprise Financial, Inc. logo
AMP Ameriprise Financial, Inc.
+0.79%
+$1,952.09
O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
+0.76%
+$2,178.04
Simon Property Group, Inc. logo
SPG Simon Property Group, Inc.
+0.76%
+$13,243.2
Nuveen Credit Strategies Income Fund logo
JQC Nuveen Credit Strategies Income Fund
+0.73%
+$360.68
S&P Global Inc. logo
SPGI S&P Global Inc.
+0.73%
+$1,566.63
iShares Core High Dividend ETF logo
HDV iShares Core High Dividend ETF
+0.69%
+$1,691
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.65%
+$12,573.6
Broadstone Net Lease Inc. logo
BNL Broadstone Net Lease Inc.
+0.62%
+$46,372.04
Bank of America Corporation logo
BAC Bank of America Corporation
+0.61%
+$3,676.2
Apple Inc. logo
AAPL Apple Inc.
+0.56%
+$309,343.3
Truist Financial Corporation logo
TFC Truist Financial Corporation
+0.56%
+$1,550.72
Hercules Capital Inc. logo
HTGC Hercules Capital Inc.
+0.55%
+$1,299.9
SPDR Portfolio S&P 500 High Dividend ETF logo
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.54%
+$1,425.84
SPDR S&P Regional Banking ETF logo
KRE SPDR S&P Regional Banking ETF
+0.53%
+$1,804.87
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.5%
+$1,629.48
iShares Select Dividend ETF logo
DVY iShares Select Dividend ETF
+0.45%
+$10,269
VanEck BDC Income ETF logo
BIZD VanEck BDC Income ETF
+0.44%
+$1,034.06
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
+0.41%
+$30,347.69
Stag Industrial Inc. logo
STAG Stag Industrial Inc.
+0.37%
+$6,371.26
McDonald's Corporation logo
MCD McDonald's Corporation
+0.36%
+$2,364.41
AbbVie Inc. logo
ABBV AbbVie Inc.
+0.32%
+$1,782.72
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+0.28%
+$1,690.59
Wells Fargo & Company logo
WFC Wells Fargo & Company
+0.28%
+$1,302.49
ProShares Russell 2000 Dividend Growers ETF logo
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.28%
+$2,379.64
The Real Estate Select Sector SPDR Fund logo
XLRE The Real Estate Select Sector SPDR Fund
+0.24%
+$1,788.27
Opko Health Inc. logo
OPK Opko Health Inc.
+0.21%
+$206.12
Schwab U.S. REIT ETF logo
SCHH Schwab U.S. REIT ETF
+0.19%
+$3,917.2
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+0.18%
+$2,722.5
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
+0.15%
+$5,242.35
iShares Emerging Markets Dividend ETF logo
DVYE iShares Emerging Markets Dividend ETF
+0.1%
+$931.84
VanEck Short High Yield Municipal Fund logo
SHYD VanEck Short High Yield Municipal Fund
+0.07%
+$700
iShares MBS ETF logo
MBB iShares MBS ETF
+0.05%
+$4,397.13
Avantis U.S. Small Cap Value ETF logo
AVUV Avantis U.S. Small Cap Value ETF
+0.04%
+$3,077.39
ProShares S&P MidCap 400 Dividend Aristocrats ETF logo
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.04%
+$1,977.08
Energy Transfer L.P. logo
ET Energy Transfer L.P.
+0.03%
+$360.5
BlackRock, Inc. logo
BLK BlackRock, Inc.
+0.02%
+$58.51
iShares 1-3 Year Treasury Bond ETF logo
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$1,408.5
SPDR Portfolio Short Term Corporate Bond ETF logo
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$236.45
logo
AZN
0%
$0
WisdomTree U.S. SmallCap Dividend Fund logo
DES WisdomTree U.S. SmallCap Dividend Fund
0%
$0
iShares Floating Rate Bond ETF logo
FLOT iShares Floating Rate Bond ETF
0%
$0
PerkinElmer, Inc. logo
PKI PerkinElmer, Inc.
0%
$0
Invesco S&P SmallCap Health Care ETF logo
PSCH Invesco S&P SmallCap Health Care ETF
0%
$0
Caterpillar Inc. logo
CAT Caterpillar Inc.
-6.12%
-$36,225.54
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-6.1%
-$26,047.73
GE Vernova Inc. logo
GEV GE Vernova Inc.
-6.05%
-$16,194.15
Eaton Corporation plc logo
ETN Eaton Corporation plc
-6.01%
-$16,797.96
Broadcom Inc. logo
AVGO Broadcom Inc.
-4.67%
-$77,158.34
Endeavour Silver Corp. logo
EXK Endeavour Silver Corp.
-4.66%
-$5,365.5
VanEck Gold Miners ETF logo
GDX VanEck Gold Miners ETF
-4.33%
-$24,568.32
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-4.23%
-$137,972.27
Rockwell Automation, Inc. logo
ROK Rockwell Automation, Inc.
-4.18%
-$37,845.9
abrdn Physical Gold Shares ETF logo
SGOL abrdn Physical Gold Shares ETF
-3.97%
-$19,915.7
SPDR Gold Shares logo
GLD SPDR Gold Shares
-3.95%
-$75,884.74
iShares Gold Trust logo
IAU iShares Gold Trust
-3.93%
-$48,722.34
First Trust RBA American Industrial Renaissance ETF logo
AIRR First Trust RBA American Industrial Renaissance ETF
-3.88%
-$275,061.6
Taiwan Semiconductor Manufacturing Co. Ltd. ADR logo
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-3.85%
-$261,269.74
Emerson Electric Co. logo
EMR Emerson Electric Co.
-3.65%
-$14,856.4
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
-3.64%
-$10,244.04
Tesla, Inc. logo
TSLA Tesla, Inc.
-3.52%
-$279,802.74
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-3.1%
-$601,514.1
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-3.04%
-$31,749.27
Global X U.S. Infrastructure Development ETF logo
PAVE Global X U.S. Infrastructure Development ETF
-2.99%
-$268,045.92
BranchOut Food Inc. logo
BOF BranchOut Food Inc.
-2.99%
-$2,750
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
-2.96%
-$6,183.8
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-2.95%
-$6,345.5
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
-2.73%
-$12,295.63
Amazon.com Inc logo
AMZN Amazon.com Inc
-2.55%
-$434,498.1
Boeing Company logo
BA Boeing Company
-2.51%
-$8,255.98
Alphabet Inc logo
GOOG Alphabet Inc
-2.5%
-$149,979.24
Global X Artificial Intelligence & Technology ETF logo
AIQ Global X Artificial Intelligence & Technology ETF
-2.48%
-$21,377.9
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-2.41%
-$6,118.02
Alphabet Inc logo
GOOGL Alphabet Inc
-2.32%
-$151,177.28
Oracle Corporation logo
ORCL Oracle Corporation
-2.25%
-$10,602.4
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
-2.23%
-$49,094.49
INVESCO AEROSPACE & DEFENSE ETF (P3WR) logo
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-2.17%
-$21,196.56
RTX Corporation logo
RTX RTX Corporation
-2.12%
-$19,664.35
Texas Instruments Inc logo
TXN Texas Instruments Inc
-2.1%
-$45,874.2
Crane NXT Co. logo
CR Crane NXT Co.
-2.1%
-$12,398.45
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-2%
-$103,629.66
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
-1.98%
-$55,979.24
Stryker Corporation logo
SYK Stryker Corporation
-1.89%
-$3,978.25
iShares MSCI Emerging Markets ex China ETF logo
EMXC iShares MSCI Emerging Markets ex China ETF
-1.86%
-$5,853.3
Vanguard Mega Cap Growth ETF logo
MGK Vanguard Mega Cap Growth ETF
-1.78%
-$283,812.75
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
-1.78%
-$5,953.2
Invesco S&P SmallCap Information Technology ETF logo
PSCT Invesco S&P SmallCap Information Technology ETF
-1.76%
-$20,458.31
iShares Russell Mid-Cap Growth ETF logo
IWP iShares Russell Mid-Cap Growth ETF
-1.76%
-$6,346.8
Toyota Motor Corporation logo
TM Toyota Motor Corporation
-1.76%
-$22,958.7
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
-1.7%
-$11,156.94
iShares Silver Trust logo
SLV iShares Silver Trust
-1.7%
-$3,075.29
iShares U.S. Infrastructure logo
IFRA iShares U.S. Infrastructure
-1.65%
-$21,774.59
Amgen Inc. logo
AMGN Amgen Inc.
-1.61%
-$7,034.16
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
-1.61%
-$41,346.3
Linde plc logo
LIN Linde plc
-1.61%
-$5,725.61
JPMorgan Nasdaq Equity Premium Income ETF logo
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.61%
-$4,948.56
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-1.54%
-$64,761.88
International Business Machines Corporation logo
IBM International Business Machines Corporation
-1.52%
-$28,657.47
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-1.51%
-$10,291.96
Accenture plc Class A logo
ACN Accenture plc Class A
-1.48%
-$5,366.16
iShares MSCI Emerging Markets ETF logo
EEM iShares MSCI Emerging Markets ETF
-1.44%
-$12,254.76
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.43%
-$35,217.24
Avantis International Small Cap Value ETF logo
AVDV Avantis International Small Cap Value ETF
-1.4%
-$67,319.33
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-1.4%
-$261,080.07
CSX Corporation logo
CSX CSX Corporation
-1.4%
-$17,340.84
iShares ESG Aware MSCI EAFE ETF logo
ESGD iShares ESG Aware MSCI EAFE ETF
-1.4%
-$16,709.14
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.36%
-$39,205.2
Dimensional Emerging Markets Core Equity 2 ETF logo
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.35%
-$5,565
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-1.34%
-$174,314.19
Schwab U.S. Large-Cap ETF logo
SCHX Schwab U.S. Large-Cap ETF
-1.34%
-$12,577.86
SPDR S&P Emerging Markets Small Cap ETF logo
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.34%
-$39,151.95
Nuveen ESG Emerging Markets Equity Fund logo
NUEM Nuveen ESG Emerging Markets Equity Fund
-1.33%
-$13,500
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
-1.33%
-$19,487.52
Union Pacific Corporation logo
UNP Union Pacific Corporation
-1.33%
-$10,224
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
-1.31%
-$98,138.7
iShares ESG Aware MSCI USA ETF logo
ESGU iShares ESG Aware MSCI USA ETF
-1.3%
-$38,850.18
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
-1.3%
-$51,009.21
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-1.28%
-$434,083.44
Vanguard Large-Cap Index Fund ETF Shares logo
VV Vanguard Large-Cap Index Fund ETF Shares
-1.28%
-$90,863.01
Microsoft Corp. logo
MSFT Microsoft Corp.
-1.28%
-$119,042.25
SPDR Portfolio Emerging Markets ETF logo
SPEM SPDR Portfolio Emerging Markets ETF
-1.27%
-$161,591.3
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.26%
-$539,457.6
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
-1.26%
-$12,684.38
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-1.26%
-$23,266.37
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-1.25%
-$28,917.59
SPDR Portfolio Developed World ex-US ETF logo
SPDW SPDR Portfolio Developed World ex-US ETF
-1.23%
-$176,638.31
Schwab U.S. Mid-Cap ETF logo
SCHM Schwab U.S. Mid-Cap ETF
-1.22%
-$15,130.41
iShares MSCI EAFE Small-Cap ETF logo
SCZ iShares MSCI EAFE Small-Cap ETF
-1.22%
-$68,140.98
Mastercard Incorporated logo
MA Mastercard Incorporated
-1.22%
-$14,253.78
SPDR Portfolio S&P 400 Mid Cap ETF logo
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-1.21%
-$189,121.76
Calamos Strategic Total Return Fund logo
CSQ Calamos Strategic Total Return Fund
-1.21%
-$4,493.52
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-1.21%
-$4,269.79
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
-1.21%
-$9,670.24
eBay Inc. logo
EBAY eBay Inc.
-1.21%
-$2,885.93
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-1.21%
-$68,322.76
Avantis International Equity ETF logo
AVDE Avantis International Equity ETF
-1.2%
-$33,524.62
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-1.19%
-$20,615.46
iShares Core MSCI International Developed Markets ETF (IDEV) logo
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-1.19%
-$58,474.43
Vanguard FTSE Europe ETF logo
VGK Vanguard FTSE Europe ETF
-1.16%
-$3,927
Schwab Emerging Markets Equity ETF logo
SCHE Schwab Emerging Markets Equity ETF
-1.15%
-$47,963.44
iShares Russell Mid-Cap Value ETF logo
IWS iShares Russell Mid-Cap Value ETF
-1.15%
-$4,599.1
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
-1.13%
-$10,458.36
Global X Defense Tech ETF logo
SHLD Global X Defense Tech ETF
-1.12%
-$10,539.95
iShares ESG Aware MSCI USA Small-Cap ETF logo
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.08%
-$12,628.15
WisdomTree U.S. Quality Dividend Growth Fund logo
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-1.08%
-$24,724.96
VANECK MORNINGSTAR WIDE MOAT FUND logo
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
-1.06%
-$21,293.15
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
-1.06%
-$11,692.99
iShares MSCI Emerging Markets Small-Cap ETF logo
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-1.05%
-$4,530.24
Avantis International Large Cap Value ETF logo
AVIV Avantis International Large Cap Value ETF
-1.04%
-$3,404.34
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-1.04%
-$27,123.04
WisdomTree International LargeCap Dividend Fund logo
DOL WisdomTree International LargeCap Dividend Fund
-1.01%
-$200,815.49
VANGUARD SMALL-CAP VALUE ETF logo
VBR VANGUARD SMALL-CAP VALUE ETF
-1.01%
-$5,745.8
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
-1%
-$2,712.97
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-1%
-$12,055.2
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
-0.99%
-$8,016.92
Texas Pacific Land Corporation logo
TPL Texas Pacific Land Corporation
-0.94%
-$5,370
Lam Research Corporation logo
LRCX Lam Research Corporation
-0.9%
-$2,981.59
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
-0.86%
-$84,757.01
Schwab U.S. Small-Cap ETF logo
SCHA Schwab U.S. Small-Cap ETF
-0.86%
-$4,517.04
WisdomTree India Earnings Fund logo
EPI WisdomTree India Earnings Fund
-0.84%
-$3,749.9
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
-0.84%
-$64,704.5
General Dynamics Corporation logo
GD General Dynamics Corporation
-0.83%
-$2,178.32
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
-0.83%
-$3,634.66
JPMorgan Equity Premium Income Fund logo
JEPI JPMorgan Equity Premium Income Fund
-0.82%
-$6,067.86
Dimensional U.S. Small Cap ETF logo
DFAS Dimensional U.S. Small Cap ETF
-0.78%
-$34,420.32
Avantis Emerging Markets Value ETF logo
AVES Avantis Emerging Markets Value ETF
-0.78%
-$54,360
VanEck Mortgage REIT Income ETF logo
MORT VanEck Mortgage REIT Income ETF
-0.74%
-$4,340.7
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.74%
-$6,761.96
Vanguard Mid-Cap Value ETF logo
VOE Vanguard Mid-Cap Value ETF
-0.73%
-$24,620.29
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-0.71%
-$8,881.93
WisdomTree Emerging Markets High Dividend Fund logo
DEM WisdomTree Emerging Markets High Dividend Fund
-0.7%
-$48,386.54
WisdomTree Emerging Markets SmallCap Dividend Fund logo
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.69%
-$63,397.84
iShares Mortgage Real Estate ETF logo
REM iShares Mortgage Real Estate ETF
-0.69%
-$2,167.5
Avantis U.S. Large Cap Value ETF logo
AVLV Avantis U.S. Large Cap Value ETF
-0.67%
-$37,546.8
iShares Core Dividend Growth ETF logo
DGRO iShares Core Dividend Growth ETF
-0.64%
-$39,310.08
Hannon Armstrong Sustainable Infrastructure Capital Inc. logo
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.62%
-$1,927.17
Citigroup Inc. logo
C Citigroup Inc.
-0.62%
-$1,621.2
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
-0.62%
-$1,168.48
WisdomTree U.S. MidCap Dividend Fund logo
DON WisdomTree U.S. MidCap Dividend Fund
-0.61%
-$29,226.4
iShares Core S&P U.S. Value ETF logo
IUSV iShares Core S&P U.S. Value ETF
-0.61%
-$4,176.11
SPDR Portfolio S&P 500 Value ETF logo
SPYV SPDR Portfolio S&P 500 Value ETF
-0.59%
-$2,224.8
Visa Inc. Class A logo
V Visa Inc. Class A
-0.59%
-$3,096.09
Equity Residential logo
EQR Equity Residential
-0.58%
-$8,427.33
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
-0.57%
-$45,148.08
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-0.56%
-$5,174.89
WisdomTree U.S. LargeCap Dividend Fund logo
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.55%
-$8,598.19
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
-0.54%
-$3,833.73
Vanguard International High Dividend Yield Index Fund logo
VYMI Vanguard International High Dividend Yield Index Fund
-0.54%
-$3,512.84
WisdomTree International MidCap Dividend Fund logo
DIM WisdomTree International MidCap Dividend Fund
-0.52%
-$1,611.84
Protalix Biotherapeutics Inc. logo
PLX Protalix Biotherapeutics Inc.
-0.51%
-$120
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.49%
-$2,499.18
iShares Russell 2000 Value ETF logo
IWN iShares Russell 2000 Value ETF
-0.49%
-$4,922.32
Dimensional US Targeted Value ETF logo
DFAT Dimensional US Targeted Value ETF
-0.44%
-$9,777.3
SPDR Russell 1000 Yield Focus ETF logo
ONEY SPDR Russell 1000 Yield Focus ETF
-0.41%
-$1,259.47
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-0.39%
-$6,893.02
iShares Preferred and Income Securities ETF logo
PFF iShares Preferred and Income Securities ETF
-0.39%
-$794.76
Eli Lilly and Company logo
LLY Eli Lilly and Company
-0.37%
-$991,709.41
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
-0.34%
-$1,191.6
SPDR S&P Dividend ETF logo
SDY SPDR S&P Dividend ETF
-0.32%
-$2,590.08
Ready Capital Corporation logo
RC Ready Capital Corporation
-0.3%
-$122.4
Berkshire Hathaway Inc. logo
BRK-A Berkshire Hathaway Inc.
-0.29%
-$12,732.6
Coinbase Global, Inc. logo
COIN Coinbase Global, Inc.
-0.29%
-$562.5
Invesco New York AMT-Free Municipal Bond ETF logo
PZT Invesco New York AMT-Free Municipal Bond ETF
-0.29%
-$670.28
Yum! Brands, Inc. logo
YUM Yum! Brands, Inc.
-0.25%
-$669.94
Vanguard Financials ETF (primary ticker: VFH) logo
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.23%
-$11,000.77
Fidelity Wise Origin Bitcoin Index Fund logo
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.22%
-$1,091.74
Invesco Senior Loan ETF logo
BKLN Invesco Senior Loan ETF
-0.22%
-$603.67
Vanguard Tax-Exempt Bond ETF logo
VTEB Vanguard Tax-Exempt Bond ETF
-0.2%
-$10,840.8
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
-0.2%
-$9,910.16
iShares New York Muni Bond ETF logo
NYF iShares New York Muni Bond ETF
-0.2%
-$6,063.23
Intel Corporation logo
INTC Intel Corporation
-0.2%
-$1,392.3
MPLX LP logo
MPLX MPLX LP
-0.2%
-$1,937.76
iShares 10-20 Year Treasury Bond ETF logo
TLH iShares 10-20 Year Treasury Bond ETF
-0.19%
-$23,318.33
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
-0.18%
-$754.2
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
-0.18%
-$1,354.32
iShares Bitcoin Trust logo
IBIT iShares Bitcoin Trust
-0.17%
-$402.24
iShares 3 Year International Treasury Bond ETF logo
ISHG iShares 3 Year International Treasury Bond ETF
-0.16%
-$24,063.24
WisdomTree U.S. SmallCap Quality Dividend Growth Fund logo
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.16%
-$484.02
iShares International Aggregate Bond Fund logo
IAGG iShares International Aggregate Bond Fund
-0.15%
-$436.8
iShares U.S. Financials ETF logo
IYF iShares U.S. Financials ETF
-0.13%
-$1,757.44
iShares 0-5 Year High Yield Corporate Bond ETF logo
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.11%
-$9,334.17
iShares International Select Dividend ETF logo
IDV iShares International Select Dividend ETF
-0.09%
-$3,233.12
Vanguard Intermediate-Term Corporate Bond Fund logo
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$1,838
iShares Short-Term National Muni Bond ETF logo
SUB iShares Short-Term National Muni Bond ETF
-0.09%
-$4,658.04
First Trust Preferred Securities and Income ETF logo
FPE First Trust Preferred Securities and Income ETF
-0.08%
-$165.97
Pfizer Inc. logo
PFE Pfizer Inc.
-0.08%
-$530.18
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
-0.07%
-$476.36
SPDR Portfolio Intermediate Term Corporate Bond ETF logo
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.07%
-$5,047.9
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF logo
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.07%
-$257.67
iShares TIPS Bond ETF logo
TIP iShares TIPS Bond ETF
-0.07%
-$11,000.88
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$227.6
Invesco Preferred ETF logo
PGX Invesco Preferred ETF
-0.05%
-$192.62
iShares 0-5 Year TIPS Bond ETF logo
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$145.49
iShares 3-7 Year Treasury Bond ETF logo
IEI iShares 3-7 Year Treasury Bond ETF
-0.01%
-$1,673.38
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Dividends

Dividend Analysis

Yearly
$
Trades
1688
Longs Won
1261/1688 74%
Profit Factor
9.97
Profitability
Shorts Won
0/0 0%
Standard Deviation
$2.36M
Average Win
$228,967.67
Best Trade
(Jun 10) $96.13M
Sharpe Ratio
-10.76
Average Loss
-$67,841.49
Worst Trade
(Mar 31) -$12.98M
Z-Score
23.16 (100%)
Commissions
$0
Avg. Trade Length
1y 1m 3w 6d
Expectancy
$153,886.21
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% 0.19%
Consecutive Losing Trades 15,873 14,286 12,698 11,111 9,524 7,937 6,349 4,762 3,175 1,587
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Returns

Overall, Monthly
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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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Account USV