Owen McCabe Portfolio
Invests via Tyche Wealth Partners LLC | Managed by Owen McCabe
Invests via Tyche Wealth Partners LLC
Managed by Owen McCabe
Automatically Tracked
Owen McCabe Profile
Operator-turned-venture investor focused on growth-stage fintech and enterprise software, combining operational leadership and deal-making experience. Owen McCabe has led product and GTM teams at scaleups, later transitioning to venture investing with emphasis on SaaS monetization, go-to-market acceleration and board oversight. Frequently active in follow-on rounds and founder partnerships, provides strategic counsel on customer expansion, unit economics and capital strategy.
Operator-turned-venture investor focused on growth-stage fintech and enterprise software, combining operational leadership and deal-making experience. Owen McCabe has led product and GTM teams at scaleups, later transitioning to venture investing with emphasis on SaaS monetization, go-to-market acceleration and board oversight. Frequently active in follow-on rounds and founder partnerships, provides strategic counsel on customer expansion, unit economics and capital strategy.
Investment Philosophy & Strategy
Operator-first growth-stage investor concentrating on fintech and enterprise SaaS, prioritizing businesses with clear monetization paths and scalable GTM motion. Prefers active capital allocation with follow-on reserve to defend winners and accelerate customer expansion. Investment decisions weigh unit economics, LTV:CAC, churn and expansion ARR; emphasis on board-level partnership, product-led monetization plays, repeatable sales motion, and 3–7 year horizon to scale outcomes.
Operator-first growth-stage investor concentrating on fintech and enterprise SaaS, prioritizing businesses with clear monetization paths and scalable GTM motion. Prefers active capital allocation with follow-on reserve to defend winners and accelerate customer expansion. Investment decisions weigh unit economics, LTV:CAC, churn and expansion ARR; emphasis on board-level partnership, product-led monetization plays, repeatable sales motion, and 3–7 year horizon to scale 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:
50.58%
Gain -0.27%
Monthly
1.23%
Yearly
15.79%
Drawdown
15.1%
$728.18M
Equity
Holdings
$728.18M
Investment
$556.62M
$199.41M
Profit -$1.51M
Realized
$27.85M
Unrealized
$171.56M
Dividends
$28.49M
Goals
Avg. 73.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$1.51M
Win %
67%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$2.62M
Win %
67%
This Month
Compared to last month
Gain
1.6%
Profit
$11.49M
Win %
67%
This Year
Compared to last year
Gain
2.33%
Profit
$16.61M
Win %
68%
HONA Honeywell Aerospace Inc.
+3.63%
+$20,093.71 
KMI Kinder Morgan, Inc.
+2.94%
+$12,682.03 
FANG Diamondback Energy Inc
+2.73%
+$28,124.95 
SLB Schlumberger Limited
+2.73%
+$13,013.88 
TRGP Targa Resources Corp.
+2.73%
+$8,300.61 
NOC Northrop Grumman Corporation
+2.6%
+$10,794.69 
COP ConocoPhillips
+2.56%
+$28,306.74 
LMT Lockheed Martin Corporation
+2.36%
+$40,066.37 
RTX RTX Corporation
+2.32%
+$90,597.16 
SHEL Shell plc
+2.23%
+$8,403.78 
OKE ONEOK, Inc.
+2.12%
+$27,290.72 
MGY Magnolia Oil & Gas Corp.
+2.12%
+$8,031.4 
FIGR Figure Technology Solutions Inc Cl A
+2.1%
+$5,112.8 
DVN Devon Energy Corporation
+2.04%
+$8,378.68 
PEP PepsiCo, Inc.
+1.99%
+$502,195.2 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.99%
+$7,868.64 
AEP American Electric Power Company, Inc.
+1.91%
+$4,500.62 
OXY Occidental Petroleum Corporation
+1.9%
+$4,792.1 
PM Philip Morris International Inc.
+1.9%
+$63,570.2 
AEE Ameren Corporation
+1.9%
+$7,633.75 
CVX Chevron Corporation
+1.82%
+$146,804.07 
XLE Energy Select Sector SPDR Fund
+1.81%
+$17,094.13 
SO The Southern Company
+1.74%
+$43,542.6 
EPD Enterprise Products Partners L.P.
+1.69%
+$24,659.4 
NUE Nucor Corporation
+1.66%
+$7,781.68 
USB U.S. Bancorp
+1.62%
+$3,522.84 
ATO Atmos Energy Corporation
+1.6%
+$12,992.58 
DUK Duke Energy Corporation
+1.6%
+$9,082 
MDLZ Mondelez International, Inc.
+1.59%
+$6,614.01 
AZO AutoZone Inc.
+1.58%
+$10,035.34 
ROK Rockwell Automation, Inc.
+1.54%
+$7,812 
XOM Exxon Mobil Corporation
+1.52%
+$421,683.03 
IGE iShares North American Natural Resources ETF
+1.52%
+$4,055.24 
PMO Putnam Municipal Opportunities Fund
+1.52%
+$1,731.3 
GD General Dynamics Corporation
+1.48%
+$5,995.92 
LHX L3Harris Technologies, Inc.
+1.47%
+$6,359.73 
SLI Standard Lithium Ltd.
+1.44%
+$280.28 
AMT American Tower Corporation
+1.38%
+$5,072.71 
LNT Alliant Energy Corporation
+1.37%
+$6,628.6 
PMM Putnam Managed Municipal Income Trust
+1.37%
+$3,177.76 
TMUS T-Mobile US, Inc.
+1.36%
+$7,272.8 
KO The Coca-Cola Company
+1.33%
+$58,325.93 
NBH Neuberger Berman Municipal Fund Inc.
+1.33%
+$1,777.92 
C Citigroup Inc.
+1.29%
+$7,765.56 
MO Altria Group, Inc.
+1.27%
+$82,464.32 
ET Energy Transfer L.P.
+1.26%
+$6,429.25 
ALL Allstate Corporation
+1.25%
+$2,954.12 
COST Costco Wholesale Corporation
+1.23%
+$69,877.72 
MET MetLife Inc.
+1.22%
+$3,919.86 
JPM JPMorgan Chase & Co.
+1.21%
+$81,884.33 
XLU Utilities Select Sector SPDR Fund
+1.19%
+$8,959.5 
MFM MFS Municipal Income Trust
+1.19%
+$4,148.11 
SUN Sunoco L.P.
+1.17%
+$3,149.25 
HDV iShares Core High Dividend ETF
+1.15%
+$3,937.2 
NEE NextEra Energy, Inc.
+1.15%
+$42,415.54 
PSX Phillips 66
+1.14%
+$20,382.87 
AWK American Water Works Company, Inc.
+1.13%
+$2,386.94 
MQY BlackRock MuniYield Quality Fund, Inc.
+1.13%
+$1,923.84 
VPU Vanguard Utilities ETF
+1.12%
+$3,359.47 
GE General Electric Company
+1.12%
+$10,920 
MHD BlackRock MuniHoldings Fund Inc.
+1.11%
+$5,725.39 
WFC Wells Fargo & Company
+1.1%
+$43,302.35 
SHLD Global X Defense Tech ETF
+1.07%
+$23,486.45 
IDU iShares U.S. Utilities ETF
+1.06%
+$1,981.71 
MRK Merck & Co., Inc.
+1.06%
+$13,217.82 
BLK BlackRock, Inc.
+1.05%
+$16,833.89 
EXR Extra Space Storage Inc.
+1.04%
+$2,017.73 
LIN Linde plc
+1.02%
+$6,782.15 
XEL Xcel Energy Inc.
+1.02%
+$2,972.79 
VZ Verizon Communications Inc.
+1%
+$9,165.67 
NDMO Nuveen Dynamic Municipal Opportunities Fund
+1%
+$26,448.66 
TXN Texas Instruments Inc
+0.99%
+$74,762.98 
SYK Stryker Corporation
+0.95%
+$2,734.19 
MPLX MPLX LP
+0.94%
+$2,779.38 
KR Kroger Co.
+0.91%
+$2,081.64 
IQI Invesco Quality Municipal Income Trust
+0.9%
+$1,939.36 
VGM Invesco Trust for Investment Grade Municipals
+0.89%
+$6,291.84 
O Realty Income Corporation
+0.88%
+$2,265.27 
PG Procter & Gamble Co
+0.87%
+$51,568.48 
XLP Consumer Staples Select Sector SPDR Fund
+0.85%
+$2,742.44 
XLB Materials Select Sector SPDR Fund
+0.84%
+$3,112.28 
LLY Eli Lilly and Company
+0.83%
+$48,437.73 
CL Colgate-Palmolive Company
+0.83%
+$4,100.25 
NAD Nuveen Quality Municipal Income Fund
+0.82%
+$11,354.39 
HD The Home Depot, Inc.
+0.81%
+$43,085 
LOW Lowe's Companies Inc.
+0.8%
+$9,010.56 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.79%
+$16,351.02 
IIM Invesco Value Municipal Income Trust
+0.78%
+$2,961.4 
ACN Accenture plc Class A
+0.78%
+$5,097.12 
KIM Kimco Realty Corporation
+0.77%
+$1,441.47 
AAPL Apple Inc.
+0.75%
+$327,297.21 
CARR Carrier Global Corporation
+0.75%
+$2,203.34 
FISV Fiserv, Inc.
+0.74%
+$2,187.5 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
+0.69%
+$8,881.73 
SPLV Invesco S&P 500 Low Volatility ETF
+0.69%
+$1,897.2 
DVY iShares Select Dividend ETF
+0.68%
+$10,919.85 
WMT Walmart Inc.
+0.68%
+$73,369.6 
SDOG ALPS Sector Dividend Dogs ETF
+0.68%
+$2,028 
PSA Public Storage Common Stock
+0.66%
+$1,766.7 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.65%
+$10,177.31 
JNJ Johnson & Johnson
+0.64%
+$36,062.39 
KMB Kimberly-Clark Corporation
+0.63%
+$2,269.08 
AFL Aflac Inc.
+0.62%
+$6,504.02 
SBR Sabine Royalty Trust
+0.61%
+$2,318.36 
ADI Analog Devices, Inc.
+0.61%
+$1,901.2 
BIP Brookfield Infrastructure Partners L.P.
+0.58%
+$1,465.01 
T AT&T Inc.
+0.57%
+$7,511.67 
V Visa Inc. Class A
+0.57%
+$57,284.93 
VKQ Invesco Municipal Trust
+0.57%
+$3,442.3 
GEV GE Vernova Inc.
+0.55%
+$3,901.44 
ABBV AbbVie Inc.
+0.54%
+$26,448 
ITW Illinois Tool Works Inc.
+0.54%
+$10,322.55 
MUA BlackRock MuniAssets Fund, Inc.
+0.53%
+$2,585.95 
NUW Nuveen AMT-Free Municipal Value Fund
+0.53%
+$1,526 
AVDV Avantis International Small Cap Value ETF
+0.52%
+$1,088.91 
JPC Nuveen Preferred & Income Opportunities Fund
+0.52%
+$744.55 
BNY BlackRock New York Municipal Income Trust
+0.5%
+$1,381.66 
CB Chubb Limited
+0.49%
+$2,324.33 
LIEN Chicago Atlantic BDC Inc.
+0.49%
+$787.5 
NVS Novartis AG Sponsored ADR
+0.49%
+$1,657.42 
BRK-B Berkshire Hathaway Inc.
+0.47%
+$14,008.59 
SDY SPDR S&P Dividend ETF
+0.46%
+$9,489.86 
SPGI S&P Global Inc.
+0.42%
+$1,023.5 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$1,489.4 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.39%
+$754.8 
PFE Pfizer Inc.
+0.39%
+$2,472.84 
DIS The Walt Disney Company
+0.39%
+$2,994.09 
DFIC Dimensional International Core Equity Market ETF
+0.39%
+$8,203.37 
LXEO Lexeo Therapeutics Inc.
+0.36%
+$100 
GDX VanEck Gold Miners ETF
+0.36%
+$1,826.85 
MCK McKesson Corporation
+0.34%
+$1,045.38 
PH Parker-Hannifin Corporation
+0.34%
+$2,803.57 
APD Air Products and Chemicals, Inc.
+0.34%
+$3,732 
NZF Nuveen Municipal Credit Income Fund
+0.32%
+$2,535.89 
AXP American Express Company
+0.3%
+$1,546.02 
BTT BlackRock Municipal 2030 Target Term Trust
+0.3%
+$757.25 
XLF Financial Select Sector SPDR Fund
+0.29%
+$1,581.44 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$26,754.98 
AVDE Avantis International Equity ETF
+0.28%
+$1,839.75 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.27%
+$358.73 
BTZ BlackRock Credit Allocation Income Trust
+0.27%
+$275 
ADP Automatic Data Processing Inc.
+0.24%
+$1,583.57 
MPC Marathon Petroleum Corporation
+0.23%
+$1,055.03 
VTV Vanguard Value ETF
+0.23%
+$1,449.76 
BAC Bank of America Corporation
+0.23%
+$1,675.56 
NMCO Nuveen Municipal Credit Opportunities Fund
+0.23%
+$1,545.62 
NXP Nuveen Select Tax-Free Income Portfolio
+0.23%
+$388.26 
XLRE The Real Estate Select Sector SPDR Fund
+0.21%
+$510.39 
VOE Vanguard Mid-Cap Value ETF
+0.21%
+$1,052.7 
USRT iShares Core U.S. REIT ETF
+0.21%
+$2,572.72 
MCD McDonald's Corporation
+0.21%
+$5,266.14 
DFAI Dimensional International Core Equity Market ETF
+0.2%
+$530.23 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,732.22 
AMGN Amgen Inc.
+0.2%
+$1,285.7 
DISV Dimensional International Small Cap Equity Fund
+0.19%
+$1,351.92 
WM Waste Management, Inc.
+0.18%
+$801.5 
DFLV Dimensional US Large Cap Value ETF
+0.16%
+$1,255.54 
SBUX Starbucks Corporation
+0.12%
+$370.19 
FCX Freeport-McMoRan Inc.
+0.11%
+$750.42 
ABT Abbott Laboratories
+0.1%
+$1,095.6 
TXNM TxnM Energy Inc.
+0.09%
+$362.62 
STIP iShares 0-5 Year TIPS Bond ETF
+0.09%
+$1,623.41 
XLI Industrial Select Sector SPDR Fund
+0.07%
+$566.25 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.07%
+$247.29 
TIP iShares TIPS Bond ETF
+0.05%
+$223.08 
BA Boeing Company
+0.03%
+$239.36 
DFAT Dimensional US Targeted Value ETF
+0.03%
+$858.5 
CAT Caterpillar Inc.
+0.01%
+$728.33 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$37.55 
VIG Vanguard Dividend Appreciation ETF
+0.01%
+$352.52 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
0%
$0 
NBIS Nebius Group N.V.
-9.61%
-$85,117 
CIFR Cipher Mining Inc.
-8.59%
-$86,270 
FTNT Fortinet Inc.
-7.45%
-$40,650 
PANW Palo Alto Networks, Inc.
-7.37%
-$211,115.36 
CRWD CrowdStrike Holdings, Inc.
-6.94%
-$253,871.2 
PLTR Palantir Technologies Inc.
-6.53%
-$39,309.27 
SLND Southland Holdings Inc.
-5.91%
-$3,812.29 
STX Seagate Technology Holdings plc
-5.49%
-$9,788.52 
LAES Sealsq Corp
-5.18%
-$7,260 
AXON Axon Enterprise, Inc.
-4.08%
-$32,148.9 
INTC Intel Corporation
-3.98%
-$20,314.8 
ROM ProShares Ultra Technology ETF
-3.95%
-$452,794.61 
CHRS Coherus Biosciences Inc.
-3.74%
-$8,048.08 
AMD Advanced Micro Devices, Inc.
-3.61%
-$28,886.19 
MU Micron Technology, Inc.
-3.6%
-$19,162 
BAI iShares A.I. Innovation and Tech Active ETF
-3.59%
-$100,577.4 
ANET Arista Networks, Inc.
-3.53%
-$8,122.35 
ORCL Oracle Corporation
-3.45%
-$21,163.04 
XBI SPDR S&P Biotech ETF
-3.41%
-$7,626.87 
LRCX Lam Research Corporation
-3.24%
-$14,498.98 
GLW Corning Incorporated
-3.2%
-$10,215.58 
AVGO Broadcom Inc.
-3.14%
-$84,326.67 
CRSP Crispr Therapeutics AG
-3.12%
-$14,409.5 
JKHY Jack Henry & Associates, Inc.
-3.05%
-$7,903.89 
AMAT Applied Materials, Inc.
-2.87%
-$6,068.76 
FSK FS KKR Capital Corp.
-2.75%
-$5,984.66 
META Meta Platforms Inc Class A
-2.65%
-$68,562 
FFIN First Financial Bankshares Inc.
-2.6%
-$10,422.2 
NFLX Netflix, Inc.
-2.51%
-$58,172.8 
CRM Salesforce Inc
-2.41%
-$9,674.72 
IBB iShares Biotechnology ETF
-2.41%
-$15,355 
SOXX iShares Semiconductor ETF
-2.21%
-$13,529.78 
VRT Vertiv Holdings Co
-2.19%
-$13,653.91 
XLK State Street Technology Select Sector SPDR ETF
-2.09%
-$45,738 
BJ BJ's Wholesale Club Holdings, Inc.
-2.01%
-$13,632.32 
IYW iShares U.S. Technology ETF
-1.99%
-$82,522.7 
JOBY Joby Aviation, Inc.
-1.98%
-$1,654.74 
VGT Vanguard Information Technology ETF
-1.97%
-$5,471.37 
IWO iShares Russell 2000 Growth ETF
-1.97%
-$4,535.11 
MSFT Microsoft Corp.
-1.93%
-$337,054.98 
GOOGL Alphabet Inc
-1.88%
-$127,934.94 
MTUM iShares MSCI USA Momentum Factor ETF
-1.86%
-$15,629.63 
CSCO Cisco Systems, Inc.
-1.82%
-$26,828 
GOOG Alphabet Inc
-1.75%
-$61,367.31 
PTNQ Pacer Trendpilot 100 ETF
-1.7%
-$4,170.51 
MGM MGM Resorts International
-1.7%
-$3,242 
SHOP Shopify Inc.
-1.67%
-$6,144.76 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$310,078.56 
TSLA Tesla, Inc.
-1.62%
-$138,748.95 
URA Global X Uranium ETF
-1.61%
-$2,830.98 
DE Deere & Company
-1.57%
-$7,328.25 
VOT Vanguard Mid-Cap Growth ETF
-1.53%
-$18,447.97 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.45%
-$8,063.9 
OBDC Blue Owl Capital Corporation
-1.45%
-$4,510.95 
IWF iShares Russell 1000 Growth ETF
-1.43%
-$18,512.43 
VUG Vanguard Growth ETF
-1.41%
-$4,896.81 
CWK Cushman & Wakefield Ltd.
-1.38%
-$5,613.44 
UNH UnitedHealth Group Incorporated
-1.36%
-$28,479.5 
BDX Becton, Dickinson and Company
-1.35%
-$4,919.23 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.35%
-$3,739.17 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.35%
-$8,594.08 
GSBD Goldman Sachs BDC Inc.
-1.34%
-$4,092 
SSO ProShares Ultra S&P500
-1.34%
-$9,864.8 
IWM iShares Russell 2000 ETF
-1.34%
-$14,301.43 
BX Blackstone Inc.
-1.34%
-$8,986.3 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.31%
-$59,550.41 
VTWO Vanguard Russell 2000 ETF
-1.3%
-$2,826.04 
TMO Thermo Fisher Scientific Inc.
-1.28%
-$21,208.75 
AMZN Amazon.com Inc
-1.28%
-$186,440.12 
FSCO FS Credit Opportunities Corp.
-1.27%
-$786.24 
EMN Eastman Chemical Company
-1.25%
-$4,249.6 
SYM Symbotic Inc. Class A
-1.25%
-$4,450.05 
XLC Communication Services Select Sector SPDR Fund
-1.23%
-$4,730.64 
AVEM Avantis Emerging Markets Equity ETF
-1.21%
-$22,091.62 
AVXC Avantis Emerging Markets Ex China ETF
-1.2%
-$8,262.15 
MFIC MidCap Financial Investment Corporation
-1.18%
-$2,600 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
-1.16%
-$6,185.85 
AVUQ Avantis U.S. Quality Equity ETF
-1.13%
-$2,879.85 
IEMG iShares Core MSCI Emerging Markets ETF
-1.13%
-$26,711.4 
SPEM SPDR Portfolio Emerging Markets ETF
-1.04%
-$17,624.51 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.03%
-$42,880.56 
VB Vanguard Small-Cap ETF
-1.02%
-$5,323.81 
BLCR iShares Large Cap Core ACT ETF
-0.97%
-$5,568 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.94%
-$11,358.37 
PSEC Prospect Capital Corporation
-0.92%
-$201.27 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.76%
-$33,560.64 
FMDE Fidelity Enhanced Mid Cap ETF
-0.76%
-$167,827.59 
IYY iShares Dow Jones U.S. ETF
-0.75%
-$1,924.65 
OEF iShares S&P 100 ETF
-0.75%
-$2,758.06 
DFUS Dimensional U.S. Equity Market ETF
-0.74%
-$2,836.25 
FDX FedEx Corporation
-0.72%
-$3,388.26 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.72%
-$2,643.84 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.71%
-$39,528.72 
SPY SPDR S&P 500 ETF Trust
-0.7%
-$379,585.4 
PTLC Pacer Trendpilot US Large Cap ETF
-0.7%
-$122,760.12 
EMR Emerson Electric Co.
-0.68%
-$2,974.63 
UPS United Parcel Service, Inc.
-0.68%
-$2,335.74 
MCO Moody's Corporation
-0.66%
-$1,840 
ARCC Ares Capital Corporation
-0.66%
-$3,050.25 
THRO iShares U.S. Thematic Rotation Active ETF
-0.66%
-$26,630.41 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.66%
-$2,731.75 
IJR iShares Core S&P Small-Cap ETF
-0.64%
-$5,764.88 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.64%
-$3,325.92 
IVV iShares Core S&P 500 ETF
-0.64%
-$103,766.22 
VOO Vanguard S&P 500 ETF
-0.64%
-$41,014.53 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$4,547.72 
PRU Prudential Financial, Inc.
-0.62%
-$2,471.76 
IBM International Business Machines Corporation
-0.62%
-$5,343.61 
PTMC Pacer Trendpilot US Mid Cap ETF
-0.57%
-$4,589.77 
SYY Sysco Corporation
-0.55%
-$1,632.99 
PAYX Paychex Inc.
-0.55%
-$1,908.08 
MMM 3M Company
-0.55%
-$3,852.03 
ECL Ecolab Inc.
-0.55%
-$3,938.43 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$18,846.03 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.48%
-$721.98 
VO Vanguard Mid-Cap ETF
-0.47%
-$2,065.3 
GS The Goldman Sachs Group, Inc.
-0.46%
-$15,591.08 
UNP Union Pacific Corporation
-0.46%
-$9,928.23 
AVUS Avantis U.S. Equity ETF
-0.42%
-$898.15 
PLD Prologis Inc.
-0.42%
-$2,153.39 
CSX CSX Corporation
-0.38%
-$2,141.93 
HYD VanEck High Yield Muni ETF
-0.38%
-$2,511.56 
DHR Danaher Corporation
-0.36%
-$2,376.14 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.35%
-$1,766.8 
JGH Nuveen Global High Income Fund
-0.35%
-$480.32 
BEP Brookfield Renewable Partners L.P.
-0.35%
-$1,345 
IYC iShares U.S. Consumer Discretionary ETF
-0.33%
-$766.26 
SLV iShares Silver Trust
-0.32%
-$1,976.16 
GLD SPDR Gold Shares
-0.3%
-$8,786.92 
IALT iShares Systematic Alternatives Active ETF
-0.3%
-$9,918.45 
LMUB iShares Long-Term National Muni Bond ETF
-0.28%
-$20,139.08 
AME Ametek Inc.
-0.27%
-$6,631.02 
TLH iShares 10-20 Year Treasury Bond ETF
-0.27%
-$507 
BNDX Vanguard Total International Bond ETF
-0.27%
-$5,412 
NNY Nuveen New York Municipal Value Fund, Inc.
-0.26%
-$227.86 
CORO Ishares International Country Rotational Active ETF
-0.25%
-$18,697.68 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$6,086.34 
NVDA NVIDIA Corporation
-0.24%
-$44,345.18 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.24%
-$2,213.75 
MBB iShares MBS ETF
-0.24%
-$3,588.78 
MS Morgan Stanley
-0.22%
-$737.07 
SYSB iShares Systematic Bond ETF
-0.21%
-$2,728.95 
NSC Norfolk Southern Corporation
-0.2%
-$1,320.94 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
-0.19%
-$964.25 
IEF iShares 7-10 Year Treasury Bond ETF
-0.19%
-$782.17 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.19%
-$533.24 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.18%
-$1,170.4 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,869.84 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.17%
-$690.8 
CR Crane NXT Co.
-0.16%
-$574.53 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.16%
-$2,160.62 
MUB iShares National Muni Bond ETF
-0.15%
-$20,864.24 
NVBW Allianz Investment Management LLC AllianzIM U.S. Large Cap Buffer 20 November ETF
-0.15%
-$1,335.95 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$428.54 
AVUV Avantis U.S. Small Cap Value ETF
-0.1%
-$1,121.71 
MA Mastercard Incorporated
-0.08%
-$3,371.31 
GOVT iShares U.S. Treasury Bond ETF
-0.06%
-$1,030.3 
DBA Invesco DB Agriculture Fund
-0.05%
-$213.09 
JEPI JPMorgan Equity Premium Income Fund
-0.03%
-$765.15 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$63.6 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.02%
-$1,407.6 Events
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Dividends
Dividend Analysis
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| Trades 2808 | Longs Won 1913/2808 68% | Profit Factor 8.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $558,655.1 |
| Average Win $117,650.67 | Best Trade (Oct 16) $16.81M | Sharpe Ratio -107.72 |
| Average Loss -$28,667.42 | Worst Trade (Oct 15) -$7.88M | Z-Score 4.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 6d | Expectancy $71,014.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 127,353 | $25.62M | $43.88M | - | $18.27M | 71.31% | +0.751% |
| ABBV AbbVie Inc. | 17,400 | $3.05M | $4.96M | - | $1.9M | 62.39% | +0.536% |
| ABT Abbott Laboratories | 10,956 | $1.29M | $1.15M | - | -$146,673.76 | -11.33% | +0.096% |
| ACN Accenture plc Class A | 2,921 | $819,528.72 | $662,088.44 | - | -$157,440.28 | -19.21% | +0.776% |
| ADI Analog Devices, Inc. | 776 | $210,389.87 | $315,366.4 | - | $104,976.53 | 49.9% | +0.607% |
| ADP Automatic Data Processing Inc. | 2,295 | $595,462.11 | $657,150.3 | - | $61,688.19 | 10.36% | +0.242% |
| AEE Ameren Corporation | 3,875 | $400,672.38 | $409,703.75 | - | $9,031.37 | 2.25% | +1.899% |
| AEP American Electric Power Company, Inc. | 1,895 | $207,489.48 | $240,030.17 | - | $32,540.69 | 15.68% | +1.911% |
| AFL Aflac Inc. | 8,849 | $742,726.35 | $1.05M | - | $308,402.11 | 41.52% | +0.623% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,061 | $303,775.3 | $291,621.47 | - | -$12,153.83 | -4% | -0.147% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 143,420 | $5.14M | $12.24M | - | $7.09M | 137.98% | 0.0 |
| ALL Allstate Corporation | 988 | $212,200.71 | $239,678.92 | - | $27,478.21 | 12.95% | +1.248% |
| AMAT Applied Materials, Inc. | 491 | $355,329 | $205,066.15 | - | -$150,262.85 | -42.29% | -2.874% |
| AMD Advanced Micro Devices, Inc. | 1,423 | $289,480.84 | $771,167.1 | - | $481,686.26 | 166.4% | -3.611% |
| AME Ametek Inc. | 10,047 | $1.66M | $2.49M | - | $832,589.35 | 50.23% | -0.266% |
| AMGN Amgen Inc. | 1,495 | $470,415.71 | $650,160.55 | - | $179,744.84 | 38.21% | +0.198% |
| AMT American Tower Corporation | 2,021 | $426,025.15 | $371,601.27 | - | -$54,423.88 | -12.77% | +1.384% |
| AMZN Amazon.com Inc | 57,308 | $9.27M | $14.41M | - | $5.15M | 55.54% | -1.277% |
| ANET Arista Networks, Inc. | 1,241 | $210,742 | $222,182.43 | - | $11,440.43 | 5.43% | -3.527% |
| APD Air Products and Chemicals, Inc. | 3,732 | $1.03M | $1.11M | - | $81,505.08 | 7.92% | +0.337% |
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FAQ
Which stocks have generated the highest profits for Owen McCabe?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $3.4M, PepsiCo, Inc - $2.99M, NVIDIA Corporation - $2.17M, Exxon Mobil Corporation - $1.98M, and Nuvei Corporation - Subordinate - $1.92M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Accenture plc Class A - $518,858.2, Intel Corporation - $388,317.79, Coherus Biosciences Inc - $248,000.74, Ulta Beauty Inc - $206,199.65, and Intuit Inc - $202,808.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Owen McCabe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.49M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $3.05M, Exxon Mobil Corporation - $1.69M, Altria Group, Inc - $1.01M, Principal Spectrum Preferred Securities Active ETF - $1.01M, and SPDR S&P 500 ETF Trust - $988,301.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Owen McCabe's monthly returns?
Owen McCabe's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Owen McCabe's strategy be considered aggressive or moderate?
Owen McCabe's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Owen McCabe's strategy?
Owen McCabe's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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