Victoria Latham Portfolio
Invests via Fiduciary Alliance LLC | Managed by Greg Towner, Gina Rose Salamin
Invests via Fiduciary Alliance LLC
Managed by Greg Towner, Gina Rose Salamin
Automatically Tracked
Victoria Latham Profile
With a strong background in corporate finance and strategic development, Victoria Latham has made significant strides in the investment landscape. She has held key leadership positions at various financial institutions where she focused on driving growth through innovative capital allocation strategies. Known for her exceptional analytical skills, she excels in identifying market opportunities and enhancing operational efficiencies within organizations. Her extensive experience also includes advising high-profile clients on complex financial transactions that span multiple sectors. As a recognized expert, Latham contributes to discussions around emerging trends affecting the capital markets.
With a strong background in corporate finance and strategic development, Victoria Latham has made significant strides in the investment landscape. She has held key leadership positions at various financial institutions where she focused on driving growth through innovative capital allocation strategies. Known for her exceptional analytical skills, she excels in identifying market opportunities and enhancing operational efficiencies within organizations. Her extensive experience also includes advising high-profile clients on complex financial transactions that span multiple sectors. As a recognized expert, Latham contributes to discussions around emerging trends affecting the capital markets.
Investment Philosophy & Strategy
Market dynamics often reveal untapped potential, and Victoria Latham possesses an astute ability to discern these opportunities. With a foundation in corporate finance paired with strategic foresight, she leverages her leadership experience to navigate investment complexities. Focusing on innovative capital deployment, Latham emphasizes growth sectors while remaining attentive to operational enhancements. Her approach prioritizes nuanced understanding of market trends and sectoral shifts, ensuring informed decision-making that aligns with evolving economic landscapes. By actively engaging in diverse discussions around financial innovations, she seeks not only returns but also the transformational impacts of investments within various industries.
Market dynamics often reveal untapped potential, and Victoria Latham possesses an astute ability to discern these opportunities. With a foundation in corporate finance paired with strategic foresight, she leverages her leadership experience to navigate investment complexities. Focusing on innovative capital deployment, Latham emphasizes growth sectors while remaining attentive to operational enhancements. Her approach prioritizes nuanced understanding of market trends and sectoral shifts, ensuring informed decision-making that aligns with evolving economic landscapes. By actively engaging in diverse discussions around financial innovations, she seeks not only returns but also the transformational impacts of investments within various industries.
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:
90.11%
Gain -0.09%
Monthly
1.67%
Yearly
22.01%
Drawdown
25.88%
$1.5B
Equity
Holdings
$1.5B
Investment
$1.21B
$453.6M
Profit -$1.21M
Realized
$169.87M
Unrealized
$283.73M
Dividends
$56.41M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$1.21M
Win %
72%
This Week
Compared To Last Week
Gain
-1.38%
Profit
-$20.87M
Win %
72%
This Month
Compared to last month
Gain
-0.96%
Profit
-$14.47M
Win %
72%
This Year
Compared to last year
Gain
1.93%
Profit
$28.17M
Win %
71%
CHTR Charter Communications Inc
+4.98%
+$28,767.71 
ELV Elevance Health, Inc.
+4.95%
+$65,342.28 
CTA Simplify Managed Futures Strategy ETF
+4.33%
+$196,891.41 
AAPL Apple Inc.
+3.56%
+$1.96M 
F Ford Motor Company
+3.35%
+$19,790.1 
TIGO Millicom International Cellular S.A.
+3.1%
+$6,551.1 
GM General Motors Company
+2.81%
+$6,119.4 
OSCR Oscar Health, Inc.
+2.47%
+$269,801.36 
PYPL PayPal Holdings Inc
+2.19%
+$207,288.48 
PM Philip Morris International Inc.
+2.17%
+$17,671.92 
UBER Uber Technologies, Inc.
+2.05%
+$16,141.76 
ISRG Intuitive Surgical, Inc.
+2.04%
+$5,523.3 
CRK Comstock Resources Inc.
+1.95%
+$59,122.3 
DASH DoorDash, Inc.
+1.92%
+$14,061.27 
GPN Global Payments Inc.
+1.78%
+$5,614.1 
ABBV AbbVie Inc.
+1.63%
+$90,056.5 
CLH Clean Harbors Inc.
+1.63%
+$12,156.96 
T AT&T Inc.
+1.61%
+$29,929.5 
DIS The Walt Disney Company
+1.6%
+$8,291.55 
MELI MercadoLibre, Inc.
+1.59%
+$77,347.26 
EXPE Expedia Group, Inc.
+1.57%
+$16,383.84 
CSX CSX Corporation
+1.39%
+$3,136.27 
MO Altria Group, Inc.
+1.28%
+$15,758.31 
MFC Manulife Financial Corporation
+1.26%
+$4,562.46 
LMT Lockheed Martin Corporation
+1.07%
+$36,878.31 
WBD Warner Bros. Discovery, Inc.
+1.04%
+$2,401.78 
FTNT Fortinet Inc.
+1.04%
+$6,311.36 
PANW Palo Alto Networks, Inc.
+1.01%
+$19,312.83 
CI The Cigna Group
+0.97%
+$2,701.87 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.97%
+$3,793.44 
PNC The PNC Financial Services Group, Inc.
+0.94%
+$10,019.1 
KR Kroger Co.
+0.92%
+$4,203.16 
FBNC First Bancorp, Inc.
+0.87%
+$5,586 
MSI Motorola Solutions, Inc.
+0.86%
+$10,508.59 
FDX FedEx Corporation
+0.85%
+$6,535.55 
PDBA Invesco Agriculture Commodity Fund
+0.85%
+$11,705.1 
UPS United Parcel Service, Inc.
+0.79%
+$25,062.96 
PRU Prudential Financial, Inc.
+0.76%
+$1,930.52 
SCHW Charles Schwab Corporation
+0.75%
+$10,018.59 
FIG Figma Inc. Class A Common Stock
+0.68%
+$1,628.1 
XOM Exxon Mobil Corporation
+0.61%
+$47,488.18 
GOOG Alphabet Inc
+0.61%
+$54,241.86 
EQT EQT Corporation
+0.59%
+$9,066.85 
GOOGL Alphabet Inc
+0.59%
+$98,473.05 
AHR American Healthcare REIT, Inc.
+0.56%
+$1,667.1 
CRWD CrowdStrike Holdings, Inc.
+0.51%
+$16,828.56 
ZETA Zeta Global Holdings Corp.
+0.49%
+$18,985.65 
USB U.S. Bancorp
+0.48%
+$1,637.4 
FITB Fifth Third Bancorp
+0.46%
+$4,112 
IAT iShares U.S. Regional Banks ETF
+0.46%
+$1,866.75 
GD General Dynamics Corporation
+0.46%
+$3,682.28 
HST Host Hotels & Resorts Inc.
+0.45%
+$8,197.9 
FAST Fastenal Co.
+0.45%
+$3,346.86 
MTB M&T Bank Corporation
+0.45%
+$14,250.26 
VZ Verizon Communications Inc.
+0.44%
+$7,340.96 
SHEL Shell plc
+0.39%
+$1,759.35 
UNP Union Pacific Corporation
+0.39%
+$2,314.4 
COP ConocoPhillips
+0.37%
+$72,519.45 
TFC Truist Financial Corporation
+0.34%
+$12,110.12 
KO The Coca-Cola Company
+0.32%
+$5,242.16 
EOG EOG Resources, Inc.
+0.32%
+$1,073.22 
CB Chubb Limited
+0.31%
+$851.76 
SVOL Simplify Volatility Premium ETF
+0.3%
+$686.2 
RTX RTX Corporation
+0.28%
+$10,776.15 
QCOM QUALCOMM Incorporated
+0.27%
+$2,532.96 
VMC Vulcan Materials Company
+0.27%
+$1,422.9 
ET Energy Transfer L.P.
+0.25%
+$2,441.39 
PG Procter & Gamble Co
+0.25%
+$3,532.96 
IALT iShares Systematic Alternatives Active ETF
+0.24%
+$3,683.26 
TRGP Targa Resources Corp.
+0.24%
+$1,381.1 
TJX The TJX Companies, Inc.
+0.24%
+$4,467.9 
HUM Humana Inc.
+0.24%
+$6,302.3 
TDY Teledyne Technologies Incorporated
+0.23%
+$1,547.07 
DEO Diageo plc Sponsored ADR
+0.23%
+$3,650 
RF Regions Financial Corporation
+0.22%
+$622.89 
WRB W.R. Berkley Corporation
+0.21%
+$1,172.25 
TRV The Travelers Companies, Inc.
+0.19%
+$642.59 
ILF iShares Latin America 40 ETF
+0.17%
+$6,799.68 
MSFT Microsoft Corp.
+0.16%
+$69,507.36 
DE Deere & Company
+0.13%
+$4,860.69 
CDNS Cadence Design Systems, Inc.
+0.12%
+$899.85 
SON Sonoco Products Co.
+0.11%
+$484.17 
MDLZ Mondelez International, Inc.
+0.11%
+$453.11 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$14,259.6 
XLP Consumer Staples Select Sector SPDR Fund
+0.08%
+$402.14 
JD JD.com Inc.
+0.07%
+$1,336 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$639.18 
NOW ServiceNow, Inc.
+0.05%
+$231 
EPD Enterprise Products Partners L.P.
+0.03%
+$125.55 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$191 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,847.25 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$67.7 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$367.57 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LBRDK Liberty Broadband Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BKLN Invesco Senior Loan ETF
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
EAGL Eagle Capital Select Equity ETF
0%
$0 BPRE
BPRE
0%
$0 VUSV
VUSV
0%
$0 VDIG
VDIG
0%
$0 VUSG
VUSG
0%
$0 
FCX Freeport-McMoRan Inc.
-6.56%
-$249,350 
LRCX Lam Research Corporation
-5.64%
-$98,368.11 
INTC Intel Corporation
-5.57%
-$98,354.88 
LITE Lumentum Holdings Inc.
-5.39%
-$12,467.52 
SLV iShares Silver Trust
-5.32%
-$44,299.45 
ORCL Oracle Corporation
-5.23%
-$125,588.7 
CPER United States Copper Index Fund
-4.95%
-$24,014.89 
MU Micron Technology, Inc.
-4.9%
-$100,568.92 
AA Alcoa Corporation
-4.77%
-$54,394.34 
WDC Western Digital Corporation
-4.43%
-$18,446.4 
RIO Rio Tinto Plc Sponsored ADR
-4.21%
-$16,077.23 
CPS Cooper-Standard Holdings Inc.
-4.2%
-$318,360.64 
GRRR Gorilla Technology Group Inc.
-4.18%
-$75,268.8 
ASTS AST SpaceMobile, Inc.
-4.02%
-$12,806.02 
HL Hecla Mining Company
-4%
-$8,355.01 
CPRT Copart Inc.
-4%
-$14,848 
URI United Rentals, Inc.
-3.86%
-$34,292.16 
ATI ATI Inc.
-3.69%
-$8,698.23 
WMS Advanced Drainage Systems, Inc.
-3.6%
-$8,366.1 
LEN Lennar Corporation
-3.52%
-$53,042.18 
TER Teradyne, Inc.
-3.52%
-$7,384.5 
GDX VanEck Gold Miners ETF
-3.44%
-$12,954.96 
MRVL Marvell Technology, Inc.
-3.42%
-$7,703.85 
COHR Coherent Corp.
-3.38%
-$6,232 
AMD Advanced Micro Devices, Inc.
-3.36%
-$64,031.7 
RGLD Royal Gold Inc.
-3.26%
-$11,273.52 
QXO Qxo Inc.
-3.19%
-$62,847.5 
AMAT Applied Materials, Inc.
-3.17%
-$106,848 
GLW Corning Incorporated
-3.15%
-$80,096.04 
KLAC KLA Corporation
-3.13%
-$45,507.66 
MSTR Strategy Inc.
-3.12%
-$26,582.94 
WMB The Williams Companies, Inc.
-3.09%
-$57,897.92 
GIS General Mills, Inc.
-3.06%
-$62,990.23 
P Everpure Inc.
-2.99%
-$41,240.9 
ALB Albemarle Corporation
-2.98%
-$8,160 
GEV GE Vernova Inc.
-2.9%
-$66,842.84 
OUST Ouster, Inc.
-2.79%
-$6,447.84 
SOXX iShares Semiconductor ETF
-2.77%
-$23,669.78 
CEG Constellation Energy Corporation
-2.7%
-$36,318.5 
SWK Stanley Black & Decker Inc.
-2.68%
-$106,099.8 
NLY Annaly Capital Management, Inc.
-2.68%
-$17,353.82 
STX Seagate Technology Holdings plc
-2.66%
-$27,505.94 
VST Vistra Corp
-2.66%
-$51,074.1 
NXG NXG NextGen Infrastructure Income Fund
-2.6%
-$5,904.87 
WY Weyerhaeuser Company
-2.57%
-$125,992.24 
CLS Celestica Inc.
-2.56%
-$6,284.25 
DTCR Global X Data Center & Digital Infrastructure ETF
-2.53%
-$18,180 
PKE Park Aerospace Corp
-2.51%
-$9,408.9 
IBM International Business Machines Corporation
-2.46%
-$150,208.56 
SMH VanEck Semiconductor ETF
-2.44%
-$47,087.61 
ASML ASML Holding N.V. New York Registry Shares
-2.43%
-$100,553.01 
ADBE Adobe Inc.
-2.37%
-$6,964.65 
NVDA NVIDIA Corporation
-2.36%
-$813,693.27 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.35%
-$267,245.02 
NDAQ Nasdaq, Inc.
-2.35%
-$55,749.46 
EL The Estée Lauder Companies Inc. Class A
-2.33%
-$37,223.44 
GH Guardant Health Inc.
-2.3%
-$26,883.75 
VFC V.F. Corporation
-2.29%
-$147,302.35 
CARR Carrier Global Corporation
-2.27%
-$4,173.81 
AMGN Amgen Inc.
-2.25%
-$228,166.4 
CRS Carpenter Technology Corporation
-2.25%
-$60,800.9 
NUKZ Range Nuclear Renaissance ETF
-2.22%
-$93,177.42 
ADUR Aduro Clean Technologies Inc.
-2.19%
-$18,838.69 
DFAE Dimensional Emerging Core Equity Market ETF
-2.17%
-$4,603.28 
INCY Incyte Corporation
-2.17%
-$7,444.71 
PLTR Palantir Technologies Inc.
-2.17%
-$150,616.8 
BLOK Amplify Transformational Data Sharing ETF
-2.15%
-$6,363.18 
PHM PulteGroup Inc.
-2.14%
-$5,877.56 
DHR Danaher Corporation
-2.11%
-$128,483.07 
CGXU Capital Group International Focus Equity ETF
-2.11%
-$49,875.75 
STRL Sterling Infrastructure, Inc.
-2.08%
-$10,485.51 
XRAY Dentsply Sirona Inc.
-2.05%
-$60,208.5 
ES Eversource Energy
-2.04%
-$4,497.12 
ANET Arista Networks, Inc.
-2.03%
-$11,645.48 
IEMG iShares Core MSCI Emerging Markets ETF
-2.01%
-$25,910.58 
NEM Newmont Corporation
-2%
-$7,799.34 
NKE Nike, Inc. - Class B
-1.99%
-$5,746.93 
SYK Stryker Corporation
-1.93%
-$29,638.95 
DLR Digital Realty Trust, Inc.
-1.93%
-$40,577.81 
SPMO Invesco S&P 500 Momentum ETF
-1.91%
-$26,702.48 
MRK Merck & Co., Inc.
-1.91%
-$46,887.66 
SPGI S&P Global Inc.
-1.88%
-$61,685.3 
CSCO Cisco Systems, Inc.
-1.82%
-$46,064.52 
ARKK ARK Innovation ETF Fund
-1.8%
-$9,566.88 
COF Capital One Financial Corporation
-1.79%
-$43,871.49 
ABT Abbott Laboratories
-1.77%
-$27,985.56 
RKLB Rocket Lab Corporation
-1.76%
-$3,383.28 
GLDM SPDR Gold MiniShares Trust
-1.75%
-$30,781.5 
GLD SPDR Gold Shares
-1.73%
-$20,137.78 
CCI Crown Castle Inc.
-1.73%
-$25,682.8 
IAU iShares Gold Trust
-1.72%
-$10,465.2 
SGOL abrdn Physical Gold Shares ETF
-1.72%
-$137,792.16 
MDXG MiMedx Group, Inc.
-1.71%
-$1,140 
HOOD Robinhood Markets, Inc.
-1.69%
-$140,768.55 
RBC RBC Bearings Incorporated
-1.69%
-$27,742.5 
Q Qnity Electronics Inc.
-1.68%
-$3,304.26 
CAH Cardinal Health Inc.
-1.68%
-$5,561.4 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.67%
-$39,203.52 
GXO GXO Logistics Inc.
-1.64%
-$40,935.35 
GNR SPDR S&P Global Natural Resources ETF
-1.63%
-$78,954.2 
HIMS Hims & Hers Health, Inc.
-1.61%
-$65,557.35 
NANR SPDR S&P North American Natural Resources ETF
-1.61%
-$106,730.82 
AIQ Global X Artificial Intelligence & Technology ETF
-1.61%
-$57,881.88 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.6%
-$170,767.21 
FIX Comfort Systems USA, Inc.
-1.6%
-$2,845.7 
XBI SPDR S&P Biotech ETF
-1.59%
-$138,915.14 
ZS Zscaler Inc.
-1.58%
-$4,532.6 
TMDX TransMedics Group Inc.
-1.57%
-$4,641.68 
BIDU Baidu Inc.
-1.56%
-$8,382.24 
PH Parker-Hannifin Corporation
-1.56%
-$3,052.92 
VWO Vanguard FTSE Emerging Markets ETF
-1.54%
-$6,942.84 
SPEM SPDR Portfolio Emerging Markets ETF
-1.54%
-$113,071.47 
HD The Home Depot, Inc.
-1.53%
-$130,171.72 
ETN Eaton Corporation plc
-1.5%
-$148,911.36 
UTES Virtus Reaves Utilities ETF
-1.5%
-$11,981.4 
SAP SAP SE Sponsored ADR
-1.49%
-$50,615.76 
QTUM Defiance Quantum ETF
-1.49%
-$15,433 
MCO Moody's Corporation
-1.48%
-$9,539.95 
VBK Vanguard Small-Cap Growth ETF
-1.45%
-$26,614.3 
KMI Kinder Morgan, Inc.
-1.45%
-$140,624.12 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.45%
-$42,976.58 
META Meta Platforms Inc Class A
-1.42%
-$79,339.82 
SCHE Schwab Emerging Markets Equity ETF
-1.42%
-$8,085.15 
AMT American Tower Corporation
-1.39%
-$8,993.8 
XLK State Street Technology Select Sector SPDR ETF
-1.39%
-$28,610.82 
APH Amphenol Corporation
-1.38%
-$67,186.56 
IBIT iShares Bitcoin Trust
-1.38%
-$59,110.83 
PWR Quanta Services Inc.
-1.36%
-$74,785.88 
IWO iShares Russell 2000 Growth ETF
-1.36%
-$15,618.18 
BIBL Inspire 100 ETF
-1.35%
-$15,078.24 
SCHA Schwab U.S. Small-Cap ETF
-1.35%
-$9,341.18 
KWEB KraneShares CSI China Internet ETF
-1.33%
-$5,534.1 
ETR Entergy Corporation
-1.32%
-$5,463.75 
PDI Pimco Dynamic Income Fund
-1.31%
-$10,064.8 
EMR Emerson Electric Co.
-1.3%
-$16,852.08 
MLPX Global X MLP & Energy Infrastructure ETF
-1.3%
-$120,801.78 
CAT Caterpillar Inc.
-1.29%
-$32,862.72 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.29%
-$35,270.65 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.28%
-$18,862.06 
DTE DTE Energy Company
-1.26%
-$5,025.84 
DG Dollar General Corporation
-1.24%
-$4,116.8 
QQH HCM Defender 100 Index ETF
-1.24%
-$9,566.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$10,221.3 
MS Morgan Stanley
-1.23%
-$197,226.48 
IFRA iShares U.S. Infrastructure
-1.23%
-$5,202.72 
SRE Sempra
-1.22%
-$2,823.6 
IDMO Invesco S&P International Developed Momentum ETF
-1.22%
-$6,431.04 
HTGC Hercules Capital Inc.
-1.22%
-$3,016.88 
VIK Viking Holdings Ltd
-1.21%
-$3,090 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-1.2%
-$2,484 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.19%
-$53,925.48 
UNH UnitedHealth Group Incorporated
-1.19%
-$73,239.04 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.19%
-$343,810.22 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$12,761.35 
EFG iShares MSCI EAFE Growth ETF
-1.18%
-$2,342.34 
VOT Vanguard Mid-Cap Growth ETF
-1.16%
-$3,032.12 
TSLA Tesla, Inc.
-1.15%
-$36,421.6 
SCHF Schwab International Equity ETF
-1.15%
-$13,646.75 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-1.15%
-$2,133.23 
FSCO FS Credit Opportunities Corp.
-1.14%
-$970.14 
TGT Target Corporation
-1.12%
-$8,543.04 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-1.08%
-$3,340.25 
ROK Rockwell Automation, Inc.
-1.08%
-$7,373.8 
LIN Linde plc
-1.08%
-$7,766.32 
QQQM Invesco NASDAQ 100 ETF
-1.07%
-$11,291.54 
ILCG iShares Morningstar Growth ETF
-1.07%
-$3,311.16 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-1.07%
-$1,562.5 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.06%
-$2,476.6 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$82,926.17 
TXN Texas Instruments Inc
-1.06%
-$94,462.54 
CGGR Capital Group Growth ETF
-1.06%
-$18,502.6 
ADI Analog Devices, Inc.
-1.05%
-$16,815.64 
MOO VanEck Agribusiness ETF
-1.04%
-$38,351.95 
VB Vanguard Small-Cap ETF
-1.04%
-$16,686.53 
IWY iShares Russell Top 200 Growth ETF
-1.03%
-$3,786.76 
GSK GSK plc Sponsored ADR
-1.03%
-$5,508.5 
VGT Vanguard Information Technology ETF
-1.03%
-$34,664.2 
BMY Bristol-Myers Squibb Company
-1.02%
-$5,829.12 
XEL Xcel Energy Inc.
-1.02%
-$5,383.56 
USA Liberty All Star Equity Fund
-1.02%
-$653.82 
TECB iShares U.S. Tech Breakthrough Multisector ETF
-1.01%
-$4,977.85 
LOW Lowe's Companies Inc.
-1.01%
-$15,517.2 
IWM iShares Russell 2000 ETF
-1%
-$15,059.3 
ACHR Archer Aviation Inc.
-1%
-$650.32 
TT Trane Technologies plc
-0.99%
-$10,444.25 
IYW iShares U.S. Technology ETF
-0.98%
-$4,096.96 
SECT Main Sector Rotation ETF
-0.98%
-$17,000.2 
AVGO Broadcom Inc.
-0.97%
-$72,828.25 
IWF iShares Russell 1000 Growth ETF
-0.97%
-$10,358.95 
GVLU Gotham 1000 Value ETF
-0.97%
-$9,741.12 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.96%
-$7,131.6 
AEP American Electric Power Company, Inc.
-0.96%
-$6,068.4 
WWJD Inspire International ETF
-0.96%
-$139,253.79 
SCHV Schwab U.S. Large-Cap Value ETF
-0.96%
-$107,094.24 
XLU Utilities Select Sector SPDR Fund
-0.95%
-$6,599.77 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$4,262.13 
NUE Nucor Corporation
-0.94%
-$5,646.77 
MMM 3M Company
-0.94%
-$4,543.05 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.94%
-$12,885.32 
IDU iShares U.S. Utilities ETF
-0.93%
-$4,825.62 
XAR SPDR S&P Aerospace & Defense ETF
-0.93%
-$4,511.3 
MDY SPDR S&P MidCap 400 ETF Trust
-0.92%
-$12,765.76 
VO Vanguard Mid-Cap ETF
-0.91%
-$50,354.04 
IWR iShares Russell Mid-Cap ETF
-0.91%
-$1,946 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$27,331.2 
VLO Valero Energy Corporation
-0.9%
-$11,592 
YUM Yum! Brands, Inc.
-0.9%
-$3,428.24 
O Realty Income Corporation
-0.9%
-$10,706.04 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.89%
-$2,535.18 
NOV Nov Inc.
-0.88%
-$58,156.15 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.88%
-$2,434.86 
GS The Goldman Sachs Group, Inc.
-0.88%
-$22,455.36 
RYLD Global X Russell 2000 Covered Call ETF
-0.87%
-$7,577.27 
CMI Cummins Inc.
-0.87%
-$4,699.64 
BLK BlackRock, Inc.
-0.87%
-$4,692.24 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$236,292.84 
VGK Vanguard FTSE Europe ETF
-0.86%
-$6,744.82 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.86%
-$29,656.55 
DFAI Dimensional International Core Equity Market ETF
-0.85%
-$3,129.87 
DUK Duke Energy Corporation
-0.85%
-$28,137.28 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$13,936.26 
BAX Baxter International Inc.
-0.84%
-$59,942.21 
PSX Phillips 66
-0.84%
-$13,595.52 
DUHP Dimensional US High Profitability ETF
-0.84%
-$4,925.9 
EFA iShares MSCI EAFE ETF
-0.83%
-$2,516.92 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$49,395.12 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.83%
-$8,415.9 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.83%
-$9,206.42 
CGCP Capital Group Core Plus Income ETF
-0.82%
-$13,673.88 
LII Lennox International Inc.
-0.82%
-$3,686.37 
SBUX Starbucks Corporation
-0.82%
-$11,157.74 
XSMO Invesco S&P SmallCap Momentum ETF
-0.82%
-$44,133.09 
IJS iShares S&P Small-Cap 600 Value ETF
-0.81%
-$1,719.15 
LHX L3Harris Technologies, Inc.
-0.81%
-$5,607.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$27,166.72 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.8%
-$19,699.68 
MBB iShares MBS ETF
-0.8%
-$2,613.68 
IUSG iShares Core S&P U.S. Growth ETF
-0.79%
-$4,556.53 
FXU First Trust Utilities AlphaDEX Fund
-0.79%
-$36,188.69 
PZZA Papa John's International, Inc.
-0.79%
-$25,378.45 
IEF iShares 7-10 Year Treasury Bond ETF
-0.78%
-$6,086.08 
BABA Alibaba Group Holding Limited SP ADR
-0.78%
-$57,130.2 
IGOV iShares International Treasury Bond ETF
-0.78%
-$2,400.32 
DFCF Dimensional Core Fixed Income ETF
-0.78%
-$18,806.08 
SCHH Schwab U.S. REIT ETF
-0.78%
-$36,055.26 
WM Waste Management, Inc.
-0.77%
-$12,212.71 
SPYC Simplify US Equity PLUS Convexity ETF
-0.77%
-$4,515.26 
BA Boeing Company
-0.76%
-$11,869.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.76%
-$5,523.55 
PTL Inspire 500 ETF
-0.76%
-$15,501.51 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.76%
-$31,287.36 
WEC WEC Energy Group Inc.
-0.75%
-$10,840 
LGH HCM Defender 500 Index ETF
-0.75%
-$5,348.35 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.74%
-$8,913.42 
MAR Marriott International Inc. - Class A
-0.74%
-$6,803.65 
XLI Industrial Select Sector SPDR Fund
-0.74%
-$2,976.86 
CGDV Capital Group Dividend Value ETF
-0.74%
-$11,612.48 
MUB iShares National Muni Bond ETF
-0.73%
-$1,473.64 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$6,836.92 
IYJ iShares U.S. Industrials ETF
-0.73%
-$2,037.44 
MGV Vanguard Mega Cap Value ETF
-0.73%
-$60,866.64 
VTV Vanguard Value ETF
-0.72%
-$13,400.64 
CGCB Capital Group Core Bond ETF
-0.72%
-$25,108.01 
SPD Simplify US Equity PLUS Downside Convexity ETF
-0.72%
-$5,790.34 
EXC Exelon Corporation
-0.71%
-$4,123.93 
SDIV Global X SuperDividend ETF
-0.7%
-$6,067.25 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$10,058.56 
PFF iShares Preferred and Income Securities ETF
-0.7%
-$6,406.89 
JQUA JPMorgan U.S. Quality Factor ETF
-0.69%
-$27,941.37 
SOFI SoFi Technologies, Inc.
-0.69%
-$22,918.8 
VHT Vanguard Health Care ETF
-0.69%
-$3,566.83 
FBND Fidelity Total Bond ETF
-0.68%
-$24,518.34 
DFTX Definium Therapeutics, Inc.
-0.68%
-$1,560 
ALL Allstate Corporation
-0.68%
-$2,051.78 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$22,320.48 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$1,497.97 
IVLU iShares MSCI International Value Factor ETF
-0.67%
-$2,267.37 
SO The Southern Company
-0.66%
-$14,534.8 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$5,653.63 
IYY iShares Dow Jones U.S. ETF
-0.65%
-$3,689.29 
ESGU iShares ESG Aware MSCI USA ETF
-0.65%
-$1,752.84 
RSG Republic Services, Inc.
-0.64%
-$41,959.06 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.64%
-$4,508.63 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.64%
-$2,059.91 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.64%
-$2,667.24 
PYLD PIMCO Multisector Bond Active ETF
-0.64%
-$66,188.1 
NNN NNN REIT, Inc.
-0.63%
-$1,314.6 
JPIB JPMorgan International Bond ETF
-0.63%
-$55,510.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.62%
-$24,109.76 
ESGV Vanguard ESG U.S. Stock ETF
-0.62%
-$1,681.71 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$11,494.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$42,819.99 
JCPB JPMorgan Core Plus Bond ETF
-0.61%
-$10,528.84 
WTV WisdomTree U.S. Value Fund
-0.6%
-$1,708.61 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$4,228.22 
GOF Guggenheim Strategic Opportunities Fund
-0.6%
-$2,535.34 
VOO Vanguard S&P 500 ETF
-0.6%
-$62,298.72 
SCHB Schwab U.S. Broad Market ETF
-0.59%
-$2,681.87 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$114,355.82 
IVV iShares Core S&P 500 ETF
-0.59%
-$20,190.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$246,233.76 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$5,049.28 
UTHR United Therapeutics Corporation
-0.58%
-$24,639.04 
GWW W.W. Grainger, Inc.
-0.58%
-$1,154.4 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.58%
-$71,467.06 
GILD Gilead Sciences Inc.
-0.58%
-$2,023.56 
NI NiSource Inc.
-0.58%
-$2,565.84 
JBND JPMorgan Active Bond ETF
-0.57%
-$25,048.8 
HRL Hormel Foods Corporation
-0.57%
-$31,443.48 
DFAU Dimensional US Core Equity Market ETF
-0.57%
-$1,186.8 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.57%
-$2,191.41 
XLE Energy Select Sector SPDR Fund
-0.57%
-$12,262.17 
BNDX Vanguard Total International Bond ETF
-0.56%
-$6,217.96 
WPC W. P. Carey Inc.
-0.56%
-$9,876.75 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$9,981 
GGG Graco Inc.
-0.55%
-$3,255.42 
XLG Invesco S&P 500 Top 50 ETF
-0.55%
-$1,486.26 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-0.55%
-$2,362.47 
XLV Health Care Select Sector SPDR Fund
-0.55%
-$2,252.25 
IYG iShares U.S. Financial Services ETF
-0.54%
-$1,437.8 
IEI iShares 3-7 Year Treasury Bond ETF
-0.54%
-$6,133.66 
ITA iShares U.S. Aerospace & Defense ETF
-0.54%
-$2,150.25 
OHI Omega Healthcare Investors Inc.
-0.53%
-$20,426.5 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$4,396.4 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.52%
-$2,259.75 
WDAY Workday Inc.
-0.52%
-$18,278.4 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.52%
-$15,098.25 
SDY SPDR S&P Dividend ETF
-0.51%
-$1,414.92 
SPYI NEOS S&P 500 High Income ETF
-0.51%
-$4,610.79 
PFE Pfizer Inc.
-0.5%
-$59,196.06 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.5%
-$2,174.16 
MGK Vanguard Mega Cap Growth ETF
-0.5%
-$29,442.15 
VUG Vanguard Growth ETF
-0.5%
-$46,325.84 
IYZ iShares U.S. Telecommunications ETF
-0.49%
-$5,881.68 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$2,439.08 
IXJ iShares Global Healthcare ETF
-0.49%
-$1,769.5 
CVX Chevron Corporation
-0.49%
-$24,589.95 
VDE Vanguard Energy ETF
-0.48%
-$4,732.13 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.48%
-$16,820.7 
USMV iShares MSCI USA Min Vol Factor ETF
-0.46%
-$1,312.84 
OEF iShares S&P 100 ETF
-0.46%
-$1,185.05 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$75,715.52 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.46%
-$952.92 
SPHY SPDR Portfolio High Yield Bond ETF
-0.45%
-$12,811.78 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$15,085.84 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.45%
-$2,693.82 
BINC iShares Flexible Income Active ETF
-0.45%
-$1,828.96 
TMO Thermo Fisher Scientific Inc.
-0.42%
-$2,775.04 
GE General Electric Company
-0.42%
-$5,053.76 
DFSV Dimensional US Small Cap Value ETF
-0.42%
-$5,387.09 
TTE TotalEnergies SE
-0.41%
-$1,349 
FDUS Fidus Investment Corporation
-0.41%
-$984.08 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.41%
-$3,628.59 
MA Mastercard Incorporated
-0.39%
-$25,393.05 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.38%
-$999.9 
RPM RPM International Inc.
-0.38%
-$3,459.9 
AJG Arthur J. Gallagher & Co.
-0.38%
-$8,126.36 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.38%
-$1,363.4 
INTU Intuit Inc.
-0.37%
-$6,302.79 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.36%
-$828.64 
HALO Halozyme Therapeutics Inc.
-0.36%
-$1,522.95 
SPYH Neos S&P 500 Hedged Equity Income ETF
-0.35%
-$806.6 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.35%
-$1,257.92 
TMFC Motley Fool 100 Index ETF
-0.35%
-$850.85 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$37,039.92 
JAZZ Jazz Pharmaceuticals plc
-0.34%
-$1,569.53 
IUSV iShares Core S&P U.S. Value ETF
-0.34%
-$1,280.76 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$3,249.4 
AXP American Express Company
-0.34%
-$11,636.84 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.34%
-$9,282.56 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.33%
-$24,394.26 
CTVA Corteva Inc.
-0.33%
-$923.72 
JPM JPMorgan Chase & Co.
-0.33%
-$116,701.8 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$34,821.71 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.32%
-$1,037.27 
SCHY Schwab International Dividend Equity ETF
-0.32%
-$19,113.26 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$26,892.36 
FDVV Fidelity High Dividend ETF
-0.32%
-$3,101 
IYF iShares U.S. Financials ETF
-0.32%
-$872.04 
AMCR Amcor plc
-0.31%
-$1,350.67 
ARCO Arcos Dorados Holdings Inc.
-0.31%
-$7,600.98 
IVE ISHARES S&P 500 VALUE ETF
-0.31%
-$4,999.68 
XLF Financial Select Sector SPDR Fund
-0.31%
-$1,951.09 
MDT Medtronic plc
-0.29%
-$1,973.43 
IWD iShares Russell 1000 Value ETF
-0.28%
-$2,223.57 
JPIE JPMorgan Income ETF
-0.28%
-$18,445.57 
STT State Street Corp
-0.28%
-$5,486.82 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.27%
-$540.28 
PREF Principal Spectrum Preferred Securities Active ETF
-0.27%
-$8,122.6 
JNJ Johnson & Johnson
-0.27%
-$48,953.08 
SHY iShares 1-3 Year Treasury Bond ETF
-0.25%
-$1,395.03 
WFC Wells Fargo & Company
-0.25%
-$3,808 
HLT Hilton Worldwide Holdings Inc.
-0.24%
-$496.4 
NEE NextEra Energy, Inc.
-0.23%
-$28,054.26 
CME CME Group Inc.
-0.23%
-$4,772.25 
KMB Kimberly-Clark Corporation
-0.22%
-$649 
CASY Casey's General Stores Inc.
-0.22%
-$10,523.69 
SUB iShares Short-Term National Muni Bond ETF
-0.22%
-$462.53 
AMZN Amazon.com Inc
-0.2%
-$57,377.04 
HDV iShares Core High Dividend ETF
-0.19%
-$539 
ECL Ecolab Inc.
-0.18%
-$476 
MCD McDonald's Corporation
-0.17%
-$3,213.32 
AAP Advance Auto Parts Inc.
-0.17%
-$478.12 
BUCK Simplify Treasury Option Income ETF
-0.17%
-$5,420.48 
GNL Global Net Lease, Inc.
-0.17%
-$418.81 
HLN Haleon Plc - ADR
-0.16%
-$166.26 
BAC Bank of America Corporation
-0.16%
-$6,395.8 
CL Colgate-Palmolive Company
-0.16%
-$533.82 
STIP iShares 0-5 Year TIPS Bond ETF
-0.16%
-$857.12 
EFR Eaton Vance Senior Floating-Rate Trust
-0.14%
-$324.68 
LLY Eli Lilly and Company
-0.13%
-$16,820.64 
DVY iShares Select Dividend ETF
-0.12%
-$259.73 
ETHA iShares Ethereum Trust
-0.11%
-$3,543.46 
TMUS T-Mobile US, Inc.
-0.1%
-$300.24 
JPST JPMorgan Ultra-Short Income ETF
-0.1%
-$324.25 
VISN Vistance Networks, Inc.
-0.08%
-$56.17 
XHR Xenia Hotels & Resorts Inc.
-0.07%
-$1,185.83 
WMT Walmart Inc.
-0.07%
-$7,091.49 
D Dominion Energy, Inc.
-0.06%
-$275.24 
FLBL Franklin Senior Loan ETF
-0.04%
-$577.95 
EFX Equifax Inc.
-0.03%
-$217.09 
V Visa Inc. Class A
-0.03%
-$863.88 
PEP PepsiCo, Inc.
-0.03%
-$637.32 
NFLX Netflix, Inc.
-0.03%
-$375.62 
PECO Phillips Edison & Company, Inc.
-0.03%
-$137.28 
COST Costco Wholesale Corporation
-0.02%
-$1,747.02 
PAAA PGIM AAA CLO ETF
-0.02%
-$847.87 
NSC Norfolk Southern Corporation
-0.01%
-$48.44 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.01%
-$76.61 Events
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Dividends
Dividend Analysis
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| Trades 6170 | Longs Won 3793/6170 61% | Profit Factor 5.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $544,049 |
| Average Win $144,966.43 | Best Trade (Jun 30) $17.16M | Sharpe Ratio -33.46 |
| Average Loss -$40,259.71 | Worst Trade (Jun 30) -$2.81M | Z-Score 10.38 (100%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $73,517.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 22,477 | $835,457.69 | $1.09M | - | $250,406.18 | 29.97% | -4.77% |
| AAP Advance Auto Parts Inc. | 6,375 | $396,653 | $276,069.37 | - | -$120,583.63 | -30.4% | -0.173% |
| AAPL Apple Inc. | 174,201 | $33.08M | $56.89M | - | $23.8M | 71.95% | +3.561% |
| ABBV AbbVie Inc. | 21,965 | $3.95M | $5.6M | - | $1.65M | 41.7% | +1.634% |
| ABT Abbott Laboratories | 15,046 | $1.93M | $1.56M | - | -$378,237.6 | -19.56% | -1.768% |
| ACHR Archer Aviation Inc. | 11,824 | $103,760.91 | $64,381.68 | - | -$39,379.23 | -37.95% | -1% |
| ADBE Adobe Inc. | 1,155 | $236,804 | $287,398.65 | - | $50,594.65 | 21.37% | -2.366% |
| ADI Analog Devices, Inc. | 4,402 | $949,479.44 | $1.59M | - | $640,743.06 | 67.48% | -1.046% |
| ADUR Aduro Clean Technologies Inc. | 64,961 | $1.02M | $842,544.17 | - | -$181,240.83 | -17.7% | -2.187% |
| AEP American Electric Power Company, Inc. | 5,057 | $525,909.84 | $624,387.79 | - | $98,477.95 | 18.73% | -0.963% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 23,611 | $599,719.4 | $606,094.37 | - | $6,374.97 | 1.06% | 0.0 |
| AHR American Healthcare REIT, Inc. | 5,557 | $146,787.15 | $300,466.99 | - | $153,679.84 | 104.7% | +0.558% |
| AIQ Global X Artificial Intelligence & Technology ETF | 56,196 | $2.62M | $3.54M | - | $923,008.05 | 35.2% | -1.607% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 25,745 | $3.43M | $2.71M | - | -$723,170.8 | -21.08% | -1.286% |
| AJG Arthur J. Gallagher & Co. | 8,833 | $2.23M | $2.15M | - | -$75,464.23 | -3.39% | -0.377% |
| ALB Albemarle Corporation | 2,176 | $307,776.68 | $265,820.16 | - | -$41,956.52 | -13.63% | -2.978% |
| ALL Allstate Corporation | 1,186 | $238,907.62 | $298,694.1 | - | $59,786.48 | 25.02% | -0.682% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 46,019 | $1.31M | $1.36M | - | $46,917.07 | 3.57% | -0.938% |
| AMAT Applied Materials, Inc. | 7,200 | $1.71M | $3.27M | - | $1.56M | 90.86% | -3.165% |
| AMCR Amcor plc | 10,005 | $406,216.49 | $430,164.97 | - | $23,948.48 | 5.9% | -0.313% |
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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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FAQ
Which stocks have generated the highest profits for Victoria Latham?
The largest contributions to the portfolio's profits come from the following stocks: Intel Corporation - $27.78M, SPDR S&P 500 ETF Trust - $15.92M, Palantir Technologies Inc - $15.61M, Apple Inc - $12.07M, and JPMorgan Chase & Co - $10.86M. 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: Strategy Inc - $6.1M, PayPal Holdings Inc - $2.49M, Crown Castle Inc - $1.97M, Grayscale Bitcoin Trust ETF - $1.84M, and Coinbase Global, Inc - $1.66M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Victoria Latham's portfolio generate?
The portfolio generates substantial dividend income, with a total of $56.41M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $2.21M, SPDR Portfolio Developed World ex-US ETF - $2.03M, ConocoPhillips - $1.86M, SPDR S&P 500 ETF Trust - $1.41M, and Johnson & Johnson - $1.37M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Victoria Latham's monthly returns?
Victoria Latham's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Victoria Latham's strategy be considered aggressive or moderate?
Victoria Latham's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Victoria Latham's strategy?
Victoria Latham's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
