A boutique wealth manager and SEC-registered investment adviser, Vantage Point Financial LLC focuses on wealth management, financial planning and fiduciary investment advisory for high-net-worth individuals and small institutions. The firm deploys discretionary portfolio management across diversified fixed income and equity strategies, emphasizes fee-based advisory relationships and positions itself as a regional, client-centric capital allocator.
A boutique wealth manager and SEC-registered investment adviser, Vantage Point Financial LLC focuses on wealth management, financial planning and fiduciary investment advisory for high-net-worth individuals and small institutions. The firm deploys discretionary portfolio management across diversified fixed income and equity strategies, emphasizes fee-based advisory relationships and positions itself as a regional, client-centric capital allocator.
A boutique wealth manager and SEC-registered investment adviser, Vantage Point Financial LLC focuses on wealth management, financial planning and fiduciary investment advisory for high-net-worth individuals and small institutions. The firm deploys discretionary portfolio management across diversified fixed income and equity strategies, emphasizes fee-based advisory relationships and positions itself as a regional, client-centric capital allocator.
A boutique wealth manager and SEC-registered investment adviser, Vantage Point Financial LLC focuses on wealth management, financial planning and fiduciary investment advisory for high-net-worth individuals and small institutions. The firm deploys discretionary portfolio management across diversified fixed income and equity strategies, emphasizes fee-based advisory relationships and positions itself as a regional, client-centric capital allocator.
| Trades 1003 | Longs Won 744/1003 74% | Profit Factor 14.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $365,754.58 |
| Average Win $88,526.49 | Best Trade (Oct 15) $8.15M | Sharpe Ratio -57.89 |
| Average Loss -$17,056.94 | Worst Trade (Jun 29) -$1.3M | Z-Score 17.84 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 3d | Expectancy $61,262.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 23,000 | $5.76M | $7.94M | - | $2.18M | 37.94% | +0.98% |
ABBV AbbVie Inc. | 1,442 | $268,961.15 | $412,037.08 | - | $143,075.93 | 53.2% | +0.826% |
ALL Allstate Corporation | 1,402 | $272,908.4 | $341,821.62 | - | $68,913.22 | 25.25% | +1.757% |
AMAT Applied Materials, Inc. | 1,900 | $361,182.76 | $800,033 | - | $438,850.24 | 121.5% | -2.079% |
AMD Advanced Micro Devices, Inc. | 1,055 | $229,606.08 | $573,571.85 | - | $343,965.77 | 149.81% | -3.301% |
AMZN Amazon.com Inc | 11,841 | $2.58M | $3.02M | - | $437,811.86 | 16.99% | -0.047% |
AVEM Avantis Emerging Markets Equity ETF | 3,246 | $313,207 | $291,174.31 | - | -$22,032.69 | -7.03% | -0.772% |
AVGO Broadcom Inc. | 1,392 | $465,049.77 | $470,454.24 | - | $5,404.47 | 1.16% | -1.847% |
BAI iShares A.I. Innovation and Tech Active ETF | 38,844 | $1.27M | $1.64M | - | $367,190.43 | 28.92% | -2.746% |
BALT Inn Defined Wealth Shield Mutual Fund | 24,672 | $811,996.07 | $865,123.68 | - | $53,127.61 | 6.54% | +0.014% |
BFRZ Innovator Equity Managed 100 Buffer ETF | 11,766 | $311,508.75 | $321,035.31 | - | $9,526.56 | 3.06% | +0.092% |
BND Vanguard Total Bond Market Index Fund | 3,168 | $229,799.35 | $224,468.64 | - | -$5,330.71 | -2.32% | +0.064% |
BNDX Vanguard Total International Bond ETF | 8,400 | $411,647.03 | $396,270 | - | -$15,377.03 | -3.74% | -0.074% |
BOTZ Global X Robotics & Artificial Intelligence ETF | 5,950 | $190,307.85 | $200,128.25 | - | $9,820.4 | 5.16% | -0.311% |
BRK-B Berkshire Hathaway Inc. | 1,555 | $737,369.89 | $826,233.7 | - | $88,863.81 | 12.05% | +1.077% |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 54,688 | $1.06M | $1.07M | - | $7,097.05 | 0.67% | +0.051% |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 48,654 | $948,338.11 | $953,861.67 | - | $5,523.56 | 0.58% | +0.077% |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | 43,730 | $881,169.05 | $884,552.95 | - | $3,383.9 | 0.38% | +0.062% |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | 38,205 | $706,557.96 | $700,205.96 | - | -$6,352 | -0.9% | +0.123% |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 61,025 | $1.42M | $1.39M | - | -$27,263.39 | -1.92% | -0.056% |