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 758/1003 75% | Profit Factor 18.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $375,987.71 |
| Average Win $89,653.58 | Best Trade (Aug 15) $8.81M | Sharpe Ratio -57.89 |
| Average Loss -$15,312.35 | Worst Trade (Jun 29) -$1.3M | Z-Score 18.93 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy $64,014.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 23,000 | $5.76M | $7.04M | - | $1.28M | 22.19% | +0.219% |
ABBV AbbVie Inc. | 1,442 | $268,961.15 | $359,721.33 | - | $90,760.18 | 33.74% | -0.542% |
ALL Allstate Corporation | 1,402 | $272,908.4 | $366,496.82 | - | $93,588.42 | 34.29% | +0.357% |
AMAT Applied Materials, Inc. | 1,900 | $361,182.76 | $963,641.98 | - | $602,459.22 | 166.8% | -5.118% |
AMD Advanced Micro Devices, Inc. | 1,055 | $229,606.08 | $542,681.46 | - | $313,075.38 | 136.35% | +6.497% |
AMZN Amazon.com Inc | 11,841 | $2.58M | $3.11M | - | $532,658.15 | 20.67% | -0.935% |
AVEM Avantis Emerging Markets Equity ETF | 3,246 | $313,207 | $304,020.36 | - | -$9,186.64 | -2.93% | -0.224% |
AVGO Broadcom Inc. | 1,392 | $465,049.77 | $547,042.07 | - | $81,992.3 | 17.63% | -5.943% |
BAI iShares A.I. Innovation and Tech Active ETF | 38,844 | $1.27M | $1.82M | - | $547,038.15 | 43.08% | +0.429% |
BALT Inn Defined Wealth Shield Mutual Fund | 24,672 | $811,996.07 | $857,105.28 | - | $45,109.21 | 5.56% | 0.0 |
BFRZ Innovator Equity Managed 100 Buffer ETF | 11,766 | $311,508.75 | $320,811.76 | - | $9,303.01 | 2.99% | -0.037% |
BND Vanguard Total Bond Market Index Fund | 3,168 | $229,799.35 | $229,078.08 | - | -$721.27 | -0.31% | -0.235% |
BNDX Vanguard Total International Bond ETF | 8,400 | $411,647.03 | $400,848 | - | -$10,799.03 | -2.62% | -0.397% |
BOTZ Global X Robotics & Artificial Intelligence ETF | 5,950 | $190,307.85 | $224,553 | - | $34,245.15 | 17.99% | -0.212% |
BRK-B Berkshire Hathaway Inc. | 1,555 | $737,369.89 | $783,766.65 | - | $46,396.76 | 6.29% | -0.572% |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 54,688 | $1.06M | $1.07M | - | $6,823.61 | 0.64% | 0.0 |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 48,654 | $948,338.11 | $956,294.37 | - | $7,956.26 | 0.84% | +0.051% |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | 43,730 | $881,169.05 | $891,654.7 | - | $10,485.65 | 1.19% | -0.049% |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | 38,205 | $706,557.96 | $709,657.87 | - | $3,099.91 | 0.44% | -0.054% |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 61,025 | $1.42M | $1.4M | - | -$20,996.12 | -1.48% | +0.044% |