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:
50.14%
Gain +0.69%
Monthly
1.28%
Yearly
16.45%
Drawdown
15.09%
$727.21M
Equity
Holdings
$727.21M
Investment
$556.62M
$198.44M
Profit +$3.89M
Realized
$27.85M
Unrealized
$170.6M
Dividends
$26.16M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.69%
Profit
$3.89M
Win %
73%
This Week
Compared To Last Week
Gain
0.42%
Profit
$3.06M
Win %
73%
This Month
Compared to last month
Gain
0.54%
Profit
$3.89M
Win %
73%
This Year
Compared to last year
Gain
2.2%
Profit
$15.65M
Win %
72%
AIS VistaShares Artificial Intelligence Supercycle ETF
+296.1%
+$9.15M 
MGY Magnolia Oil & Gas Corp.
+8.39%
+$30,735.55 
PH Parker-Hannifin Corporation
+7.31%
+$61,746.28 
BDX Becton, Dickinson and Company
+4.65%
+$14,879.56 
XLE Energy Select Sector SPDR Fund
+3.91%
+$31,776.64 
MET MetLife Inc.
+3.89%
+$12,032.68 
GSBD Goldman Sachs BDC Inc.
+2.94%
+$8,866 
DIS The Walt Disney Company
+2.87%
+$20,331.96 
MFIC MidCap Financial Investment Corporation
+2.43%
+$5,980 
DVN Devon Energy Corporation
+2.42%
+$8,503.74 
AMD Advanced Micro Devices, Inc.
+2.21%
+$15,126.51 
OBDC Blue Owl Capital Corporation
+2.1%
+$6,916.79 
WM Waste Management, Inc.
+2.1%
+$9,301.3 
CHRS Coherus Biosciences Inc.
+2.07%
+$6,036.06 
FDX FedEx Corporation
+2.01%
+$9,902.88 
SHOP Shopify Inc.
+1.98%
+$5,876.68 
FANG Diamondback Energy Inc
+1.86%
+$18,189.22 
SATS EchoStar Corporation
+1.86%
+$4,872 
STX Seagate Technology Holdings plc
+1.82%
+$3,944.83 
JKHY Jack Henry & Associates, Inc.
+1.78%
+$4,556.73 
ET Energy Transfer L.P.
+1.62%
+$8,486.61 
SBR Sabine Royalty Trust
+1.57%
+$5,848.59 
AVGO Broadcom Inc.
+1.54%
+$50,167.6 
COP ConocoPhillips
+1.5%
+$13,412.55 
SUN Sunoco L.P.
+1.32%
+$3,593.85 
AVUV Avantis U.S. Small Cap Value ETF
+1.18%
+$14,631.1 
KR Kroger Co.
+1.13%
+$2,337.28 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.13%
+$3,772.09 
CVX Chevron Corporation
+1.12%
+$76,897.37 
BIP Brookfield Infrastructure Partners L.P.
+1.08%
+$2,930.03 
BEP Brookfield Renewable Partners L.P.
+1.04%
+$4,573.01 
VPU Vanguard Utilities ETF
+1.02%
+$3,201.85 
VGM Invesco Trust for Investment Grade Municipals
+0.98%
+$7,864.8 
TXNM TxnM Energy Inc.
+0.98%
+$3,692.08 
WBD Warner Bros. Discovery, Inc.
+0.91%
+$2,228.51 
META Meta Platforms Inc Class A
+0.9%
+$18,634.73 
EPD Enterprise Products Partners L.P.
+0.87%
+$13,562.63 
STIP iShares 0-5 Year TIPS Bond ETF
+0.78%
+$14,897.22 
EMN Eastman Chemical Company
+0.75%
+$2,921.6 
COST Costco Wholesale Corporation
+0.62%
+$34,152.02 
IBB iShares Biotechnology ETF
+0.61%
+$3,593.07 
VKQ Invesco Municipal Trust
+0.61%
+$4,130.76 
FSCO FS Credit Opportunities Corp.
+0.61%
+$362.88 
SHLD Global X Defense Tech ETF
+0.61%
+$14,814.53 
TIP iShares TIPS Bond ETF
+0.59%
+$2,555.28 
KMI Kinder Morgan, Inc.
+0.53%
+$2,168.43 
BJ BJ's Wholesale Club Holdings, Inc.
+0.51%
+$3,211.46 
MUA BlackRock MuniAssets Fund, Inc.
+0.49%
+$2,585.95 
DE Deere & Company
+0.46%
+$2,033.44 
AAPL Apple Inc.
+0.45%
+$179,566.46 
ADI Analog Devices, Inc.
+0.45%
+$1,326.96 
VZ Verizon Communications Inc.
+0.45%
+$4,325.37 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
+0.45%
+$1,725.5 
GD General Dynamics Corporation
+0.44%
+$2,022.75 
GOOG Alphabet Inc
+0.43%
+$15,774.35 
CWK Cushman & Wakefield Ltd.
+0.36%
+$1,754.2 
PAYX Paychex Inc.
+0.31%
+$1,157.36 
FFIN First Financial Bankshares Inc.
+0.31%
+$1,398.1 
V Visa Inc. Class A
+0.28%
+$26,468.15 
XLC Communication Services Select Sector SPDR Fund
+0.28%
+$1,062.68 
HDV iShares Core High Dividend ETF
+0.28%
+$926.4 
DFUS Dimensional U.S. Equity Market ETF
+0.26%
+$998.36 
OEF iShares S&P 100 ETF
+0.26%
+$927.32 
MDLZ Mondelez International, Inc.
+0.24%
+$992.1 
PEP PepsiCo, Inc.
+0.23%
+$62,776.36 
ACN Accenture plc Class A
+0.22%
+$1,109.98 
NDMO Nuveen Dynamic Municipal Opportunities Fund
+0.2%
+$5,877.48 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$8,869.21 
AZO AutoZone Inc.
+0.18%
+$1,165.4 
SYY Sysco Corporation
+0.17%
+$502.46 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$4,080.8 
SYK Stryker Corporation
+0.12%
+$392 
AVDV Avantis International Small Cap Value ETF
+0.11%
+$235.44 
MA Mastercard Incorporated
+0.11%
+$4,447.23 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$9,887.71 
DFLV Dimensional US Large Cap Value ETF
+0.06%
+$482.9 
SDY SPDR S&P Dividend ETF
+0.06%
+$1,202.94 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$95.4 
USB U.S. Bancorp
+0.03%
+$75.76 
FISV Fiserv, Inc.
+0.03%
+$93.75 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.02%
+$110.2 
IGE iShares North American Natural Resources ETF
+0.02%
+$41.17 
IALT iShares Systematic Alternatives Active ETF
+0.02%
+$551.02 
ADP Automatic Data Processing Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXON Axon Enterprise, Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
C Citigroup Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CIFR Cipher Mining Inc.
0%
$0 
CR Crane NXT Co.
0%
$0 
CRSP Crispr Therapeutics AG
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EMR Emerson Electric Co.
0%
$0 
EXR Extra Space Storage Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
GLW Corning Incorporated
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
JOBY Joby Aviation, Inc.
0%
$0 
KIM Kimco Realty Corporation
0%
$0 
LAES Sealsq Corp
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
MCO Moody's Corporation
0%
$0 
MGM MGM Resorts International
0%
$0 
MMM 3M Company
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPLX MPLX LP
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NUE Nucor Corporation
0%
$0 
OKE ONEOK, Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PSEC Prospect Capital Corporation
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SLB Schlumberger Limited
0%
$0 
SLI Standard Lithium Ltd.
0%
$0 
T AT&T Inc.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
$0 
IYY iShares Dow Jones U.S. ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
URA Global X Uranium ETF
0%
$0 
USRT iShares Core U.S. REIT ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
LXEO Lexeo Therapeutics Inc.
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
UTF Cohen & Steers Infrastructure Fund, Inc.
0%
$0 
FIGR Figure Technology Solutions Inc Cl A
0%
$0 
LIEN Chicago Atlantic BDC Inc.
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
PMM Putnam Managed Municipal Income Trust
0%
$0 
MFM MFS Municipal Income Trust
0%
$0 
NMZ Nuveen Municipal High Income Opportunity Fund
0%
$0 
NNY Nuveen New York Municipal Value Fund, Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
0%
$0 
NXP Nuveen Select Tax-Free Income Portfolio
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
SYM Symbotic Inc. Class A
-14.87%
-$62,210.8 
ROM ProShares Ultra Technology ETF
-10.95%
-$1.23M 
NBIS Nebius Group N.V.
-10.11%
-$104,011.05 
SLV iShares Silver Trust
-6.62%
-$44,460.64 
SLND Southland Holdings Inc.
-5.85%
-$3,207.8 
VGT Vanguard Information Technology ETF
-5.49%
-$14,946.75 
IWF iShares Russell 1000 Growth ETF
-4.5%
-$58,256.63 
AMGN Amgen Inc.
-4.37%
-$26,625.95 
UPS United Parcel Service, Inc.
-4.18%
-$15,925.5 
PTNQ Pacer Trendpilot 100 ETF
-4.13%
-$10,020.42 
AVXC Avantis Emerging Markets Ex China ETF
-3.78%
-$26,386.7 
AVUQ Avantis U.S. Quality Equity ETF
-3.5%
-$8,904.98 
MTUM iShares MSCI USA Momentum Factor ETF
-3.35%
-$28,998.52 
BA Boeing Company
-3.35%
-$34,990.12 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-3.23%
-$141,949.44 
EOS Eaton Vance Enhanced Equity Income Fund II
-3.14%
-$18,242.91 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.12%
-$8,743.67 
KMB Kimberly-Clark Corporation
-3.1%
-$11,964.24 
THRO iShares U.S. Thematic Rotation Active ETF
-3.09%
-$124,887.44 
SSO ProShares Ultra S&P500
-3.06%
-$22,637.12 
PTLC Pacer Trendpilot US Large Cap ETF
-2.98%
-$523,191.65 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-2.98%
-$165,301.92 
ARCC Ares Capital Corporation
-2.9%
-$13,665.12 
VTWO Vanguard Russell 2000 ETF
-2.83%
-$6,685.07 
MU Micron Technology, Inc.
-2.6%
-$13,270.4 
LIN Linde plc
-2.58%
-$17,015.79 
ANET Arista Networks, Inc.
-2.53%
-$6,192.59 
AVUS Avantis U.S. Equity ETF
-2.46%
-$5,258.28 
FTNT Fortinet Inc.
-2.45%
-$12,060 
DHR Danaher Corporation
-2.44%
-$13,722.56 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$22,797.41 
PTMC Pacer Trendpilot US Mid Cap ETF
-2.27%
-$19,233.7 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
-2.27%
-$12,596.64 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-2.21%
-$12,086.88 
SCHF Schwab International Equity ETF
-2.17%
-$5,087.41 
XLY Consumer Discretionary Select Sector SPDR Fund
-2.15%
-$11,263.37 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$53,199.18 
FMDE Fidelity Enhanced Mid Cap ETF
-2.14%
-$479,506.49 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$73,466.21 
UNH UnitedHealth Group Incorporated
-2.13%
-$45,217 
DISV Dimensional International Small Cap Equity Fund
-1.97%
-$14,364.15 
BX Blackstone Inc.
-1.9%
-$15,879.89 
SPEM SPDR Portfolio Emerging Markets ETF
-1.87%
-$31,954.71 
ROK Rockwell Automation, Inc.
-1.83%
-$9,899.99 
VTV Vanguard Value ETF
-1.8%
-$11,263.55 
DFAT Dimensional US Targeted Value ETF
-1.79%
-$55,373.12 
IYC iShares U.S. Consumer Discretionary ETF
-1.79%
-$4,272.48 
DFIC Dimensional International Core Equity Market ETF
-1.78%
-$39,036.75 
GE General Electric Company
-1.75%
-$20,810.4 
GEV GE Vernova Inc.
-1.74%
-$13,456.94 
DFAI Dimensional International Core Equity Market ETF
-1.7%
-$4,553.75 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-1.66%
-$2,567.04 
PFE Pfizer Inc.
-1.55%
-$8,601.2 
NEE NextEra Energy, Inc.
-1.5%
-$60,459.72 
NFLX Netflix, Inc.
-1.43%
-$33,851.1 
IBM International Business Machines Corporation
-1.35%
-$11,759.64 
AME Ametek Inc.
-1.33%
-$33,958.76 
GOOGL Alphabet Inc
-1.29%
-$90,993.05 
INTC Intel Corporation
-1.24%
-$6,682.49 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$36,951.2 
IQI Invesco Quality Municipal Income Trust
-1.1%
-$2,666.62 
JNJ Johnson & Johnson
-1.03%
-$59,581.56 
VRT Vertiv Holdings Co
-1%
-$8,038.54 
ABBV AbbVie Inc.
-0.97%
-$41,760 
LNT Alliant Energy Corporation
-0.97%
-$4,899.4 
MHD BlackRock MuniHoldings Fund Inc.
-0.95%
-$5,476.46 
NZF Nuveen Municipal Credit Income Fund
-0.89%
-$7,969.94 
XLB Materials Select Sector SPDR Fund
-0.89%
-$3,441.81 
PANW Palo Alto Networks, Inc.
-0.87%
-$24,523.12 
NVBW Allianz Investment Management LLC AllianzIM U.S. Large Cap Buffer 20 November ETF
-0.86%
-$7,602.77 
XLRE The Real Estate Select Sector SPDR Fund
-0.86%
-$2,211.69 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.85%
-$5,665.8 
ITW Illinois Tool Works Inc.
-0.85%
-$18,011.14 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.85%
-$8,137.69 
JPM JPMorgan Chase & Co.
-0.82%
-$59,149.66 
ECL Ecolab Inc.
-0.82%
-$5,771.39 
IDU iShares U.S. Utilities ETF
-0.79%
-$1,519.02 
ALL Allstate Corporation
-0.77%
-$2,005.64 
VOT Vanguard Mid-Cap Growth ETF
-0.77%
-$9,602.82 
SPGI S&P Global Inc.
-0.77%
-$1,805.5 
NVS Novartis AG Sponsored ADR
-0.76%
-$2,638.35 
XBI SPDR S&P Biotech ETF
-0.74%
-$1,688.21 
LOW Lowe's Companies Inc.
-0.7%
-$8,895.04 
MCK McKesson Corporation
-0.67%
-$1,772.54 
AXP American Express Company
-0.65%
-$3,730.08 
JPC Nuveen Preferred & Income Opportunities Fund
-0.65%
-$1,063.65 
TSLA Tesla, Inc.
-0.63%
-$47,746.5 
AEE Ameren Corporation
-0.62%
-$2,635 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.62%
-$1,171.03 
BLK BlackRock, Inc.
-0.59%
-$9,625.44 
XLI Industrial Select Sector SPDR Fund
-0.57%
-$4,801.85 
JGH Nuveen Global High Income Fund
-0.56%
-$840.56 
O Realty Income Corporation
-0.54%
-$1,571.82 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.52%
-$1,978.32 
VO Vanguard Mid-Cap ETF
-0.51%
-$2,282.7 
BTZ BlackRock Credit Allocation Income Trust
-0.5%
-$550 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.44%
-$7,828.7 
TMO Thermo Fisher Scientific Inc.
-0.39%
-$5,343.8 
IEF iShares 7-10 Year Treasury Bond ETF
-0.39%
-$1,656.36 
XLV Health Care Select Sector SPDR Fund
-0.37%
-$3,650.64 
VB Vanguard Small-Cap ETF
-0.37%
-$2,035.02 
WMT Walmart Inc.
-0.33%
-$33,933.44 
XLF Financial Select Sector SPDR Fund
-0.33%
-$1,877.96 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$2,498.75 
KO The Coca-Cola Company
-0.31%
-$12,855.51 
DBA Invesco DB Agriculture Fund
-0.31%
-$1,207.51 
CL Colgate-Palmolive Company
-0.3%
-$1,491 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.3%
-$870.01 
PLD Prologis Inc.
-0.29%
-$1,665.79 
LHX L3Harris Technologies, Inc.
-0.29%
-$1,471.1 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.29%
-$2,318.43 
DVY iShares Select Dividend ETF
-0.28%
-$4,672.58 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$3,975.55 
IYW iShares U.S. Technology ETF
-0.27%
-$10,917.4 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$4,985.34 
BTT BlackRock Municipal 2030 Target Term Trust
-0.27%
-$699 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.26%
-$19,002.6 
IIM Invesco Value Municipal Income Trust
-0.24%
-$1,045.2 
ABT Abbott Laboratories
-0.24%
-$2,739 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$722.67 
LMUB iShares Long-Term National Muni Bond ETF
-0.22%
-$17,040.76 
SO The Southern Company
-0.21%
-$5,618.34 
NUW Nuveen AMT-Free Municipal Value Fund
-0.21%
-$654 
PSA Public Storage Common Stock
-0.21%
-$625.14 
NBH Neuberger Berman Municipal Fund Inc.
-0.2%
-$296.32 
CORO Ishares International Country Rotational Active ETF
-0.18%
-$13,503.88 
NAD Nuveen Quality Municipal Income Fund
-0.17%
-$2,671.62 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$86,540.16 
SYSB iShares Systematic Bond ETF
-0.16%
-$2,183.16 
IVV iShares Core S&P 500 ETF
-0.16%
-$25,784.28 
MUB iShares National Muni Bond ETF
-0.15%
-$21,537.28 
AMZN Amazon.com Inc
-0.14%
-$22,349.55 
PM Philip Morris International Inc.
-0.14%
-$4,433.02 
SDOG ALPS Sector Dividend Dogs ETF
-0.14%
-$422.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$502.55 
APD Air Products and Chemicals, Inc.
-0.13%
-$1,418.18 
ATO Atmos Energy Corporation
-0.13%
-$1,090.98 
HYD VanEck High Yield Muni ETF
-0.12%
-$814.56 
NVDA NVIDIA Corporation
-0.1%
-$19,427.41 
PMO Putnam Municipal Opportunities Fund
-0.1%
-$119.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.08%
-$530.5 
VUG Vanguard Growth ETF
-0.08%
-$270.97 
VOE Vanguard Mid-Cap Value ETF
-0.06%
-$290.38 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.06%
-$1,241.85 
MBB iShares MBS ETF
-0.05%
-$751.14 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.04%
-$154 
UNP Union Pacific Corporation
-0.03%
-$599.51 Events
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Dividends
Dividend Analysis
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| Trades 2808 | Longs Won 1995/2808 71% | Profit Factor 11.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $505,068.99 |
| Average Win $109,386.71 | Best Trade (Sep 01) $14.18M | Sharpe Ratio -107.73 |
| Average Loss -$24,332.07 | Worst Trade (Aug 11) -$6.24M | Z-Score 19.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w | Expectancy $70,671.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 127,353 | $25.62M | $39.79M | - | $14.17M | 55.32% | +0.453% |
| ABBV AbbVie Inc. | 17,400 | $3.05M | $4.24M | - | $1.19M | 38.96% | -0.975% |
| ABT Abbott Laboratories | 10,956 | $1.29M | $1.16M | - | -$139,223.68 | -10.75% | -0.236% |
| ACN Accenture plc Class A | 2,921 | $819,528.72 | $499,812.31 | - | -$319,716.41 | -39.01% | +0.223% |
| ADI Analog Devices, Inc. | 776 | $210,389.87 | $294,414.4 | - | $84,024.53 | 39.94% | +0.453% |
| ADP Automatic Data Processing Inc. | 2,295 | $595,462.11 | $619,856.54 | - | $24,394.43 | 4.1% | 0.0 |
| AEE Ameren Corporation | 3,875 | $400,672.38 | $419,546.25 | - | $18,873.87 | 4.71% | -0.624% |
| AEP American Electric Power Company, Inc. | 1,895 | $207,489.48 | $239,660.65 | - | $32,171.17 | 15.5% | 0.0 |
| AFL Aflac Inc. | 8,849 | $742,726.35 | $1.11M | - | $368,354.09 | 49.59% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,061 | $303,775.3 | $299,090.31 | - | -$4,684.99 | -1.54% | 0.0 |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 143,420 | $5.14M | $12.24M | - | $7.09M | 137.98% | +296.103% |
| ALL Allstate Corporation | 988 | $212,200.71 | $259,409.28 | - | $47,208.57 | 22.25% | -0.767% |
| AMAT Applied Materials, Inc. | 491 | $355,329 | $262,311.84 | - | -$93,017.16 | -26.18% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 1,423 | $289,480.84 | $701,083.64 | - | $411,602.8 | 142.19% | +2.205% |
| AME Ametek Inc. | 10,047 | $1.66M | $2.53M | - | $867,954.79 | 52.36% | -1.327% |
| AMGN Amgen Inc. | 1,495 | $470,415.71 | $583,079.88 | - | $112,664.17 | 23.95% | -4.367% |
| AMT American Tower Corporation | 2,021 | $426,025.15 | $339,669.48 | - | -$86,355.67 | -20.27% | 0.0 |
| AMZN Amazon.com Inc | 57,308 | $9.27M | $15.6M | - | $6.34M | 68.38% | -0.143% |
| ANET Arista Networks, Inc. | 1,241 | $210,742 | $238,669.12 | - | $27,927.12 | 13.25% | -2.529% |
| APD Air Products and Chemicals, Inc. | 3,732 | $1.03M | $1.1M | - | $70,719.56 | 6.87% | -0.129% |
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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 - $3.39M, PepsiCo, Inc - $2.7M, NVIDIA Corporation - $2.15M, Nuvei Corporation - Subordinate - $1.92M, and Principal Spectrum Preferred Securities Active ETF - $1.88M. 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 - $523,853.11, 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 $26.16M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $2.76M, Exxon Mobil Corporation - $1.53M, Principal Spectrum Preferred Securities Active ETF - $1.01M, Altria Group, Inc - $912,414.62, and SPDR S&P 500 ETF Trust - $855,405.14. 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.
