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:
5.83%
Gain
Monthly
0.19%
Yearly
2.26%
Drawdown
28.73%
$714.93M
Equity
Holdings
$714.93M
Investment
$551.69M
$187.78M
Profit +$286,356.54
Realized
$24.54M
Unrealized
$163.24M
Dividends
$26.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$286,356.54
Win %
75%
This Week
Compared To Last Week
Gain
0.12%
Profit
$878,005.42
Win %
75%
This Month
Compared to last month
Gain
1.04%
Profit
$7.39M
Win %
75%
This Year
Compared to last year
Gain
10.37%
Profit
$67.18M
Win %
75%
ABT Abbott Laboratories
+11.19%
+$148,990.86 
CTAS Cintas Corporation
+7%
+$33,232.74 
INTU Intuit Inc.
+5.62%
+$12,894.5 
VRSK Verisk Analytics Inc.
+5.14%
+$26,730.46 
MCK McKesson Corporation
+5.13%
+$12,385.12 
ACN Accenture plc Class A
+4.52%
+$30,751.97 
NDAQ Nasdaq, Inc.
+4.26%
+$24,215.25 
WM Waste Management, Inc.
+4.25%
+$19,582.2 
BR Broadridge Financial Solutions, Inc.
+4.17%
+$15,110.55 
SYK Stryker Corporation
+4.17%
+$35,428.8 
PAYX Paychex Inc.
+3.88%
+$13,313.86 
ITW Illinois Tool Works Inc.
+3.75%
+$86,951.27 
JKHY Jack Henry & Associates, Inc.
+3.74%
+$18,426 
UNP Union Pacific Corporation
+3.68%
+$80,126.72 
RSG Republic Services, Inc.
+3.61%
+$21,614.88 
PLD Prologis Inc.
+3.52%
+$20,427.25 
MRK Merck & Co., Inc.
+3.51%
+$49,653.94 
WDAY Workday Inc.
+3.49%
+$21,514.61 
ZTS Zoetis Inc.
+3.47%
+$6,131.62 
UPS United Parcel Service, Inc.
+3.46%
+$13,943.06 
ADP Automatic Data Processing Inc.
+3.44%
+$35,202.19 
CRM Salesforce Inc
+3.44%
+$9,855.58 
AWK American Water Works Company, Inc.
+3.34%
+$19,963.87 
AZO AutoZone Inc.
+3.2%
+$19,404.48 
FFIN First Financial Bankshares Inc.
+3.18%
+$15,355.2 
UNH UnitedHealth Group Incorporated
+3.12%
+$70,546.4 
NSC Norfolk Southern Corporation
+3.09%
+$20,970.24 
STE STERIS plc
+3.04%
+$11,446.86 
ABBV AbbVie Inc.
+3.01%
+$140,414.2 
SBUX Starbucks Corporation
+3%
+$9,639 
O Realty Income Corporation
+2.98%
+$8,459.88 
MDLZ Mondelez International, Inc.
+2.96%
+$21,859.62 
IBM International Business Machines Corporation
+2.94%
+$17,784.21 
MRSH Marsh & McLennan Companies, Inc.
+2.93%
+$6,192.84 
SUN Sunoco L.P.
+2.92%
+$7,669.35 
AJG Arthur J. Gallagher & Co.
+2.91%
+$16,833.6 
CSX CSX Corporation
+2.82%
+$11,130.91 
LOW Lowe's Companies Inc.
+2.79%
+$33,807.76 
CL Colgate-Palmolive Company
+2.75%
+$14,159.88 
MKC McCormick & Company, Incorporated
+2.75%
+$8,829.8 
PM Philip Morris International Inc.
+2.69%
+$82,612.57 
VZ Verizon Communications Inc.
+2.67%
+$34,710.68 
AMGN Amgen Inc.
+2.67%
+$14,492.64 
BJ BJ's Wholesale Club Holdings, Inc.
+2.67%
+$15,538.7 
TMUS T-Mobile US, Inc.
+2.62%
+$31,254.88 
KR Kroger Co.
+2.62%
+$5,402 
MCD McDonald's Corporation
+2.59%
+$79,795.52 
SHOP Shopify Inc.
+2.57%
+$6,557.16 
T AT&T Inc.
+2.57%
+$30,598.7 
PEP PepsiCo, Inc.
+2.56%
+$678,512.92 
TSCO Tractor Supply Company
+2.5%
+$7,981.86 
BDX Becton, Dickinson and Company
+2.46%
+$6,770.37 
MA Mastercard Incorporated
+2.46%
+$106,569.68 
SPGI S&P Global Inc.
+2.44%
+$18,110.29 
KMB Kimberly-Clark Corporation
+2.44%
+$9,162.4 
MO Altria Group, Inc.
+2.42%
+$148,019.31 
XLP Consumer Staples Select Sector SPDR Fund
+2.34%
+$6,854.25 
KO The Coca-Cola Company
+2.33%
+$88,851.84 
PRU Prudential Financial, Inc.
+2.33%
+$9,357.15 
COST Costco Wholesale Corporation
+2.29%
+$133,958.37 
MPC Marathon Petroleum Corporation
+2.28%
+$6,429.15 
EMN Eastman Chemical Company
+2.27%
+$8,091.16 
FAST Fastenal Co.
+2.27%
+$8,771.37 
MCO Moody's Corporation
+2.24%
+$6,497.69 
PSX Phillips 66
+2.22%
+$26,957.88 
CASY Casey's General Stores Inc.
+2.22%
+$29,651.96 
PSA Public Storage Common Stock
+2.22%
+$7,177.27 
WMT Walmart Inc.
+2.21%
+$232,222.38 
SNA Snap-on Inc.
+2.19%
+$14,117.48 
HDV iShares Core High Dividend ETF
+2.13%
+$6,814.5 
SYY Sysco Corporation
+2.05%
+$5,939.8 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$4,788.96 
USRT iShares Core U.S. REIT ETF
+2.01%
+$32,719.95 
HD The Home Depot, Inc.
+1.99%
+$111,730.8 
XLV Health Care Select Sector SPDR Fund
+1.98%
+$14,379.22 
V Visa Inc. Class A
+1.96%
+$175,768.99 
DIS The Walt Disney Company
+1.92%
+$11,349.72 
MSFT Microsoft Corp.
+1.89%
+$257,835.3 
OKE ONEOK, Inc.
+1.87%
+$24,100.9 
SDY SPDR S&P Dividend ETF
+1.84%
+$30,322.71 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.84%
+$40,192.32 
PG Procter & Gamble Co
+1.76%
+$107,798.19 
BMY Bristol-Myers Squibb Company
+1.74%
+$3,893.34 
DFAT Dimensional US Targeted Value ETF
+1.6%
+$48,076 
SHW The Sherwin-Williams Company
+1.6%
+$9,701.37 
SDOG ALPS Sector Dividend Dogs ETF
+1.56%
+$4,647.5 
COWZ Pacer US Cash Cows 100 ETF
+1.55%
+$12,176.81 
MET MetLife Inc.
+1.54%
+$4,362.24 
DVY iShares Select Dividend ETF
+1.52%
+$25,360.53 
XLRE The Real Estate Select Sector SPDR Fund
+1.51%
+$3,846.15 
CB Chubb Limited
+1.5%
+$6,617.8 
SPLV Invesco S&P 500 Low Volatility ETF
+1.47%
+$4,129.2 
CTVA Corteva Inc.
+1.4%
+$11,884.36 
AAPL Apple Inc.
+1.4%
+$601,763.47 
AVUV Avantis U.S. Small Cap Value ETF
+1.38%
+$15,956.25 
AFL Aflac Inc.
+1.38%
+$15,106.82 
DE Deere & Company
+1.3%
+$5,488.15 
ECL Ecolab Inc.
+1.3%
+$15,356.25 
PH Parker-Hannifin Corporation
+1.26%
+$9,969.12 
EMR Emerson Electric Co.
+1.25%
+$4,119.39 
ET Energy Transfer L.P.
+1.23%
+$5,793.02 
AME Ametek Inc.
+1.22%
+$28,513.6 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.21%
+$7,798.36 
CWK Cushman & Wakefield Ltd.
+1.19%
+$5,788.86 
DHR Danaher Corporation
+1.19%
+$6,290.48 
FDX FedEx Corporation
+1.15%
+$5,435.98 
MMM 3M Company
+1.15%
+$7,785.04 
CVX Chevron Corporation
+1.11%
+$72,154.4 
PFE Pfizer Inc.
+1.11%
+$5,356.73 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.09%
+$2,556.12 
LLY Eli Lilly and Company
+1.06%
+$37,840.25 
CARR Carrier Global Corporation
+1.04%
+$3,770.2 
MSI Motorola Solutions, Inc.
+1.04%
+$5,979.74 
NVS Novartis AG Sponsored ADR
+1.02%
+$3,483.97 
LNT Alliant Energy Corporation
+0.99%
+$5,295.68 
WFC Wells Fargo & Company
+0.97%
+$8,995.87 
FSK FS KKR Capital Corp.
+0.96%
+$2,130.14 
EPD Enterprise Products Partners L.P.
+0.95%
+$14,588.01 
APD Air Products and Chemicals, Inc.
+0.93%
+$10,076.43 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$6,922.8 
BX Blackstone Inc.
+0.92%
+$7,053.33 
KMI Kinder Morgan, Inc.
+0.9%
+$3,655.45 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.89%
+$4,210.69 
XOM Exxon Mobil Corporation
+0.89%
+$209,848.32 
MGY Magnolia Oil & Gas Corp.
+0.86%
+$3,552.35 
VOE Vanguard Mid-Cap Value ETF
+0.85%
+$4,126.1 
IYC iShares U.S. Consumer Discretionary ETF
+0.84%
+$1,984.45 
DUK Duke Energy Corporation
+0.82%
+$4,906.51 
SO The Southern Company
+0.8%
+$21,115.84 
XLE Energy Select Sector SPDR Fund
+0.79%
+$6,330.57 
ARCC Ares Capital Corporation
+0.78%
+$2,561.27 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$13,949.8 
TXNM TxnM Energy Inc.
+0.75%
+$2,863.37 
XEL Xcel Energy Inc.
+0.74%
+$2,292.74 
EOG EOG Resources, Inc.
+0.66%
+$3,204.9 
COP ConocoPhillips
+0.64%
+$5,597.73 
FSCO FS Credit Opportunities Corp.
+0.62%
+$362.88 
ATO Atmos Energy Corporation
+0.62%
+$10,107.72 
GSBD Goldman Sachs BDC Inc.
+0.61%
+$1,501.5 
VIG Vanguard Dividend Appreciation ETF
+0.61%
+$20,750.2 
TRGP Targa Resources Corp.
+0.61%
+$1,821.82 
HON Honeywell International Inc.
+0.56%
+$3,602.2 
MPLX MPLX LP
+0.55%
+$1,533.57 
ALL Allstate Corporation
+0.54%
+$1,268.07 
AEE Ameren Corporation
+0.53%
+$2,184.97 
AXP American Express Company
+0.51%
+$2,983.89 
WSO Watsco Inc.
+0.5%
+$2,753.4 
OBDC Blue Owl Capital Corporation
+0.49%
+$1,574.76 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.49%
+$2,546.19 
PTMC Pacer Trendpilot US Mid Cap ETF
+0.48%
+$3,945.95 
WEC WEC Energy Group Inc.
+0.47%
+$3,643.75 
BIP Brookfield Infrastructure Partners L.P.
+0.47%
+$1,216.08 
JNJ Johnson & Johnson
+0.46%
+$25,466.4 
XLB Materials Select Sector SPDR Fund
+0.46%
+$1,690.27 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$3,399.58 
JEPI JPMorgan Equity Premium Income Fund
+0.44%
+$12,185.25 
QUAL iShares MSCI USA Quality Factor ETF
+0.43%
+$18,654.2 
SHEL Shell plc
+0.42%
+$1,309.68 
NFLX Netflix, Inc.
+0.41%
+$9,690.46 
VTV Vanguard Value ETF
+0.41%
+$2,422.8 
SLND Southland Holdings Inc.
+0.41%
+$262.73 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.41%
+$2,296.35 
LIN Linde plc
+0.4%
+$2,739.72 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$36,418.82 
AMZN Amazon.com Inc
+0.37%
+$55,001.28 
FANG Diamondback Energy Inc
+0.36%
+$3,832.26 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$1,431.87 
GD General Dynamics Corporation
+0.32%
+$1,414.7 
VB Vanguard Small-Cap ETF
+0.31%
+$1,206.2 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$3,810.87 
XLF Financial Select Sector SPDR Fund
+0.28%
+$1,558.72 
GOOG Alphabet Inc
+0.28%
+$9,848.42 
BTZ BlackRock Credit Allocation Income Trust
+0.25%
+$275 
AEP American Electric Power Company, Inc.
+0.24%
+$623.36 
DFLV Dimensional US Large Cap Value ETF
+0.24%
+$1,835.02 
CR Crane NXT Co.
+0.23%
+$887.91 
GOOGL Alphabet Inc
+0.21%
+$15,193.25 
AMT American Tower Corporation
+0.19%
+$720.32 
BAC Bank of America Corporation
+0.18%
+$1,481.04 
LMT Lockheed Martin Corporation
+0.17%
+$2,736.4 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
+0.16%
+$615.85 
IWM iShares Russell 2000 ETF
+0.1%
+$1,262.01 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.1%
+$1,175.04 
CME CME Group Inc.
+0.09%
+$546.5 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$2,160.6 
IDU iShares U.S. Utilities ETF
+0.08%
+$157.14 
NVBW Allianz Investment Management LLC AllianzIM U.S. Large Cap Buffer 20 November ETF
+0.04%
+$361.92 
OXY Occidental Petroleum Corporation
+0.04%
+$86.96 
SBR Sabine Royalty Trust
+0.03%
+$105.2 
FMDE Fidelity Enhanced Mid Cap ETF
+0.03%
+$5,368.15 
PLTR Palantir Technologies Inc.
+0.01%
+$30.3 
CTRA Coterra Energy Inc.
0%
$0 
NDMO Nuveen Dynamic Municipal Opportunities Fund
0%
$0 
NNY Nuveen New York Municipal Value Fund, Inc.
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
CIFR Cipher Mining Inc.
-9.99%
-$198,500 
LAES Sealsq Corp
-7.74%
-$9,143 
AIS VistaShares Artificial Intelligence Supercycle ETF
-6.14%
-$599,698 
INTC Intel Corporation
-5.87%
-$32,881.75 
CRSP Crispr Therapeutics AG
-5.47%
-$25,149.5 
AMD Advanced Micro Devices, Inc.
-5.4%
-$108,584.82 
GE General Electric Company
-5.37%
-$60,372 
SLI Standard Lithium Ltd.
-5.03%
-$2,490.67 
FCX Freeport-McMoRan Inc.
-4.77%
-$26,544.39 
BAI iShares A.I. Innovation and Tech Active ETF
-4.66%
-$143,267.98 
SOXX iShares Semiconductor ETF
-4.54%
-$30,025.11 
MS Morgan Stanley
-4.48%
-$18,567.45 
JOBY Joby Aviation, Inc.
-4.45%
-$6,003 
VRT Vertiv Holdings Co
-4.39%
-$33,798.6 
ROM ProShares Ultra Technology ETF
-4.35%
-$473,849.68 
ORCL Oracle Corporation
-4.29%
-$26,037.44 
LRCX Lam Research Corporation
-4.29%
-$24,033.6 
GS The Goldman Sachs Group, Inc.
-4.28%
-$235,313.28 
SATS EchoStar Corporation
-4.24%
-$11,022.55 
AVGO Broadcom Inc.
-4.2%
-$104,888.1 
LBRT Liberty Energy Inc.
-3.84%
-$7,237.5 
CSCO Cisco Systems, Inc.
-3.56%
-$51,410.49 
TXN Texas Instruments Inc
-3.54%
-$293,789.6 
CAT Caterpillar Inc.
-3.36%
-$226,301.8 
QCOM QUALCOMM Incorporated
-3.33%
-$21,057.45 
CHRS Coherus Biosciences Inc.
-3.12%
-$10,839.06 
GDX VanEck Gold Miners ETF
-3.04%
-$13,090.5 
SLV iShares Silver Trust
-2.97%
-$15,205.5 
MTUM iShares MSCI USA Momentum Factor ETF
-2.85%
-$20,203.8 
GEV GE Vernova Inc.
-2.68%
-$19,286.96 
ADI Analog Devices, Inc.
-2.68%
-$8,449.29 
AMC AMC Entertainment Holdings, Inc.
-2.66%
-$852.45 
NVDA NVIDIA Corporation
-2.56%
-$460,987.97 
BEP Brookfield Renewable Partners L.P.
-2.48%
-$10,827.25 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$48,195.76 
CRWD CrowdStrike Holdings, Inc.
-2.15%
-$66,368.4 
APH Amphenol Corporation
-1.9%
-$22,269.52 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$40,719.32 
META Meta Platforms Inc Class A
-1.71%
-$38,181.29 
GLD SPDR Gold Shares
-1.68%
-$42,912.5 
IYW iShares U.S. Technology ETF
-1.68%
-$66,635.84 
EQIX Equinix, Inc.
-1.66%
-$9,074.48 
AVXC Avantis Emerging Markets Ex China ETF
-1.64%
-$14,229.2 
IAU iShares Gold Trust
-1.64%
-$3,498.75 
C Citigroup Inc.
-1.64%
-$8,856.65 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
-1.64%
-$9,447.48 
AVEM Avantis Emerging Markets Equity ETF
-1.58%
-$29,959.9 
TSLA Tesla, Inc.
-1.51%
-$140,715.6 
BNY BlackRock New York Municipal Income Trust
-1.48%
-$4,370.87 
DBA Invesco DB Agriculture Fund
-1.41%
-$5,611.37 
IWF iShares Russell 1000 Growth ETF
-1.41%
-$16,207.56 
PANW Palo Alto Networks, Inc.
-1.35%
-$27,985.59 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$244,713.12 
WBD Warner Bros. Discovery, Inc.
-1.3%
-$3,366.47 
PTNQ Pacer Trendpilot 100 ETF
-1.29%
-$3,120.05 
PBR Petrobras S.A. Sponsored ADR
-1.26%
-$3,366.68 
VOT Vanguard Mid-Cap Growth ETF
-1.24%
-$15,110.55 
VGM Invesco Trust for Investment Grade Municipals
-1.23%
-$10,672.74 
RTX RTX Corporation
-1.2%
-$41,357.83 
BLCR iShares Large Cap Core ACT ETF
-1.17%
-$5,063.93 
SPEM SPDR Portfolio Emerging Markets ETF
-1.14%
-$19,141.37 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.13%
-$8,554.4 
LHX L3Harris Technologies, Inc.
-1.04%
-$5,414.5 
SCHF Schwab International Equity ETF
-1.04%
-$2,376.9 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.96%
-$62,132.64 
HAL Halliburton Company
-0.94%
-$1,844.7 
BA Boeing Company
-0.88%
-$10,222.32 
CORO Ishares International Country Rotational Active ETF
-0.85%
-$52,702.78 
SLB Schlumberger Limited
-0.84%
-$3,815.6 
VUG Vanguard Growth ETF
-0.81%
-$2,625.48 
AVDE Avantis International Equity ETF
-0.8%
-$4,033.9 
IQI Invesco Quality Municipal Income Trust
-0.68%
-$1,677.13 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.67%
-$32,889.93 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.67%
-$10,399.92 
NUW Nuveen AMT-Free Municipal Value Fund
-0.62%
-$1,959.82 
SHLD Global X Defense Tech ETF
-0.62%
-$10,876.5 
THRO iShares U.S. Thematic Rotation Active ETF
-0.61%
-$23,464.42 
PMM Putnam Managed Municipal Income Trust
-0.61%
-$1,588.88 
MUA BlackRock MuniAssets Fund, Inc.
-0.6%
-$3,336.64 
PMO Putnam Municipal Opportunities Fund
-0.56%
-$716.4 
DFIC Dimensional International Core Equity Market ETF
-0.54%
-$11,597.87 
SSO ProShares Ultra S&P500
-0.54%
-$3,835.05 
JGH Nuveen Global High Income Fund
-0.52%
-$764.08 
LIEN Chicago Atlantic BDC Inc.
-0.51%
-$725 
DFAI Dimensional International Core Equity Market ETF
-0.5%
-$1,305.57 
IBB iShares Biotechnology ETF
-0.47%
-$2,744.39 
MFIC MidCap Financial Investment Corporation
-0.44%
-$1,024.6 
MHD BlackRock MuniHoldings Fund Inc.
-0.39%
-$2,282.52 
ASML ASML Holding N.V. New York Registry Shares
-0.39%
-$1,570.5 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.39%
-$573.96 
MGM MGM Resorts International
-0.38%
-$1,145.52 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.37%
-$16,484.06 
AXON Axon Enterprise, Inc.
-0.37%
-$3,811.59 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.36%
-$401.24 
MFM MFS Municipal Income Trust
-0.36%
-$1,545.26 
JPM JPMorgan Chase & Co.
-0.35%
-$24,563.28 
VKQ Invesco Municipal Trust
-0.35%
-$2,429.95 
NAD Nuveen Quality Municipal Income Fund
-0.34%
-$6,111.76 
DFUS Dimensional U.S. Equity Market ETF
-0.32%
-$1,202.57 
IIM Invesco Value Municipal Income Trust
-0.31%
-$1,393.6 
IVV iShares Core S&P 500 ETF
-0.29%
-$35,705.6 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$147,301.59 
OEF iShares S&P 100 ETF
-0.29%
-$1,426.68 
NBH Neuberger Berman Municipal Fund Inc.
-0.29%
-$444.48 
NEE NextEra Energy, Inc.
-0.28%
-$11,992.5 
VOO Vanguard S&P 500 ETF
-0.28%
-$17,694.3 
LMUB iShares Long-Term National Muni Bond ETF
-0.28%
-$17,910.06 
SYM Symbotic Inc. Class A
-0.27%
-$1,033.85 
BLK BlackRock, Inc.
-0.25%
-$3,931.82 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$11,073.51 
HYD VanEck High Yield Muni ETF
-0.24%
-$1,726 
PTLC Pacer Trendpilot US Large Cap ETF
-0.23%
-$38,295.32 
BTT BlackRock Municipal 2030 Target Term Trust
-0.22%
-$581.4 
IYY iShares Dow Jones U.S. ETF
-0.22%
-$543.54 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.22%
-$418.23 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.22%
-$4,071.95 
VPU Vanguard Utilities ETF
-0.21%
-$707.25 
NZF Nuveen Municipal Credit Income Fund
-0.2%
-$1,886.67 
XLI Industrial Select Sector SPDR Fund
-0.2%
-$1,633.32 
JPC Nuveen Preferred & Income Opportunities Fund
-0.19%
-$333.63 
NUE Nucor Corporation
-0.18%
-$792.92 
EOS Eaton Vance Enhanced Equity Income Fund II
-0.18%
-$1,057 
BNDX Vanguard Total International Bond ETF
-0.18%
-$2,221.22 
TLH iShares 10-20 Year Treasury Bond ETF
-0.17%
-$619.31 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.17%
-$1,119.23 
DISV Dimensional International Small Cap Equity Fund
-0.14%
-$1,013.94 
IEF iShares 7-10 Year Treasury Bond ETF
-0.13%
-$575.12 
MUB iShares National Muni Bond ETF
-0.13%
-$15,784.07 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$1,606.55 
NXP Nuveen Select Tax-Free Income Portfolio
-0.1%
-$209.91 
SYSB iShares Systematic Bond ETF
-0.1%
-$1,125.37 
XLU Utilities Select Sector SPDR Fund
-0.1%
-$755.01 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.09%
-$772.81 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.09%
-$3,943.6 
IGE iShares North American Natural Resources ETF
-0.09%
-$205.75 
MBB iShares MBS ETF
-0.08%
-$1,006.5 
NOC Northrop Grumman Corporation
-0.07%
-$328.25 
TIP iShares TIPS Bond ETF
-0.07%
-$307.35 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
-0.07%
-$330.6 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$904.01 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.06%
-$220 
ROK Rockwell Automation, Inc.
-0.04%
-$192 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$777.33 
BINC iShares Flexible Income Active ETF
-0.03%
-$471.87 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$64.4 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$76.12 
VO Vanguard Mid-Cap ETF
-0.03%
-$92.5 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$216.27 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$15.9 Events
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Dividends
Dividend Analysis
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| Trades 2533 | Longs Won 1810/2533 71% | Profit Factor 11.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $534,153.84 |
| Average Win $113,395.62 | Best Trade (Jul 17) $16.14M | Sharpe Ratio -10.92 |
| Average Loss -$24,365.29 | Worst Trade (Jul 15) -$6.68M | Z-Score 12.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 5d | Expectancy $74,134.88 |
| 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 | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
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Returns
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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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