SMM
Stephen Michael Mangold Portfolio
Invests via Tectonic Advisors LLC | Managed by Tectonic Advisors LLC
Invests via Tectonic Advisors LLC
Managed by Tectonic Advisors LLC
Automatically Tracked
Stephen Michael Mangold Profile
With a diverse career that spans entrepreneurship and executive leadership, Stephen Michael Mangold has established himself as a notable figure in the investment landscape. His extensive experience includes founding ventures and overseeing significant business operations across various sectors. Known for driving growth and fostering innovation, he has successfully navigated complex market dynamics while maintaining strategic partnerships that enhance corporate performance. As an industry operator with hands-on involvement in scaling organizations, his insights into operational efficiencies and market trends continue to influence decision-making at high levels of corporate governance.
With a diverse career that spans entrepreneurship and executive leadership, Stephen Michael Mangold has established himself as a notable figure in the investment landscape. His extensive experience includes founding ventures and overseeing significant business operations across various sectors. Known for driving growth and fostering innovation, he has successfully navigated complex market dynamics while maintaining strategic partnerships that enhance corporate performance. As an industry operator with hands-on involvement in scaling organizations, his insights into operational efficiencies and market trends continue to influence decision-making at high levels of corporate governance.
Investment Philosophy & Strategy
With an entrepreneurial mindset, strategic foresight informs his investment choices and organizational maneuvers. Stephen Michael Mangold leverages operational acumen gained from years at the helm of diverse enterprises to identify transformative opportunities in evolving markets. His knack for recognizing scalable innovations underpins a robust portfolio strategy centered on growth dynamics. By fostering strong stakeholder relationships, he enhances both venture sustainability and corporate agility, positioning investments for long-term viability amidst shifting economic landscapes.
With an entrepreneurial mindset, strategic foresight informs his investment choices and organizational maneuvers. Stephen Michael Mangold leverages operational acumen gained from years at the helm of diverse enterprises to identify transformative opportunities in evolving markets. His knack for recognizing scalable innovations underpins a robust portfolio strategy centered on growth dynamics. By fostering strong stakeholder relationships, he enhances both venture sustainability and corporate agility, positioning investments for long-term viability amidst shifting economic landscapes.
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:
23.36%
Gain +0.87%
Monthly
0.37%
Yearly
4.47%
Drawdown
14.41%
$2.01B
Equity
Holdings
$2.01B
Investment
$1.64B
$460.14M
Profit +$19.42M
Realized
$86.51M
Unrealized
$373.63M
Dividends
$175.08M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.87%
Profit
$19.42M
Win %
70%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$15.94M
Win %
70%
This Month
Compared to last month
Gain
-0.81%
Profit
-$16.42M
Win %
70%
This Year
Compared to last year
Gain
7.74%
Profit
$144.52M
Win %
70%
KLAC KLA Corporation
+12.85%
+$568,872.89 
MXL MaxLinear Inc.
+12.7%
+$584,311.06 
AMAT Applied Materials, Inc.
+11.17%
+$578,858.18 
POWL Powell Industries Inc.
+10.73%
+$351,774.72 
TSEM Tower Semiconductor Ltd.
+10.62%
+$255,117.6 
CLF Cleveland-Cliffs Inc.
+10.39%
+$212,300.46 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$62,640.23 
MKSI MKS Instruments Inc.
+9.25%
+$91,026 
AZZ Azz Inc.
+7.12%
+$82,235.2 
FLR Fluor Corporation
+7.11%
+$203,096.7 
HON Honeywell International Inc.
+6.43%
+$42,222.36 
GTES Gates Industrial Corporation plc
+6.08%
+$41,867.98 
MYE Myers Industries Inc.
+6%
+$77,031 
DELL Dell Technologies Inc.
+5.94%
+$980,806.71 
KTB Kontoor Brands Inc.
+5.94%
+$112,519.99 
CMC Commercial Metals Company
+5.72%
+$109,405.27 
MCHP Microchip Technology Incorporated
+5.72%
+$44,842.45 
LFUS Littelfuse Inc.
+5.36%
+$66,429.88 
DHI D.R. Horton, Inc.
+5.28%
+$73,345.15 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.17%
+$17,519.18 
BWA BorgWarner Inc.
+5.06%
+$61,947.6 
CTRN Citi Trends Inc.
+5.06%
+$104,864.76 
KEYS Keysight Technologies, Inc.
+4.98%
+$42,260.6 
PWR Quanta Services Inc.
+4.97%
+$87,557.97 
ASO Academy Sports and Outdoors, Inc.
+4.91%
+$154,421.05 
CRH CRH plc
+4.89%
+$479,669.88 
CAT Caterpillar Inc.
+4.83%
+$63,704.99 
SPMO Invesco S&P 500 Momentum ETF
+4.82%
+$24,393.64 
GPN Global Payments Inc.
+4.77%
+$15,585.4 
PHM PulteGroup Inc.
+4.71%
+$24,278.58 
SCVL Shoe Carnival Inc.
+4.68%
+$75,605.4 
TSLA Tesla, Inc.
+4.63%
+$11,255.79 
IFF International Flavors & Fragrances Inc.
+4.41%
+$27,120.28 
XMMO Invesco S&P MidCap Momentum ETF
+4.28%
+$15,240.68 
SHW The Sherwin-Williams Company
+4.24%
+$22,797.6 
APTV Aptiv PLC
+4.23%
+$51,148.32 
DY Dycom Industries Inc.
+4.22%
+$16,500.76 
AVNW Aviat Networks, Inc.
+4.2%
+$37,014.67 
STLD Steel Dynamics Inc.
+4.18%
+$47,564.03 
MAS Masco Corporation
+4.11%
+$257,188.71 
SNEX StoneX Group Inc.
+4.04%
+$18,862.2 
CMI Cummins Inc.
+4.03%
+$66,244.52 
KNX Knight-Swift Transportation Holdings Inc.
+4.01%
+$199,996.56 
DG Dollar General Corporation
+3.98%
+$27,050.62 
BLBD Blue Bird Corporation
+3.96%
+$48,416 
VFMO Vanguard U.S. Momentum Factor Fund
+3.9%
+$20,645.06 
NU Nu Holdings Ltd.
+3.83%
+$6,379.52 
BC Brunswick Corporation
+3.83%
+$186,933.04 
SHOO Steven Madden Ltd.
+3.75%
+$29,046.68 
EMR Emerson Electric Co.
+3.71%
+$20,955 
ICLR ICON plc
+3.69%
+$10,036.39 
TGT Target Corporation
+3.65%
+$50,860.97 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$1.93M 
HLMN Hillman Solutions Corp.
+3.63%
+$28,308.96 
GILD Gilead Sciences Inc.
+3.61%
+$427,287.48 
SBUX Starbucks Corporation
+3.53%
+$18,228.27 
DRI Darden Restaurants, Inc.
+3.49%
+$57,652.85 
AVGO Broadcom Inc.
+3.47%
+$467,031.24 
AEM Agnico Eagle Mines Limited
+3.46%
+$41,220.96 
IXUS iShares Core International Stock ETF
+3.38%
+$17,989.06 
VBK Vanguard Small-Cap Growth ETF
+3.37%
+$8,629.81 
BRBR BellRing Brands Inc.
+3.36%
+$6,716.11 
ARW Arrow Electronics Inc.
+3.33%
+$35,889.35 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$17,305.14 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+3.19%
+$33,796.06 
GLD SPDR Gold Shares
+3.1%
+$19,640.98 
JEF Jefferies Financial Group Inc.
+3.07%
+$14,845.2 
LHX L3Harris Technologies, Inc.
+3.05%
+$24,133.83 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$458,620.24 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+2.97%
+$97,535.43 
PHYS Sprott Physical Gold Trust
+2.96%
+$18,879.77 
WCC Wesco International Inc.
+2.94%
+$26,206.78 
CNK Cinemark Holdings Inc.
+2.87%
+$31,931.4 
JAZZ Jazz Pharmaceuticals plc
+2.85%
+$37,016.4 
EMN Eastman Chemical Company
+2.76%
+$14,828.19 
VOT Vanguard Mid-Cap Growth ETF
+2.74%
+$12,552.67 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.69%
+$6,962.9 
IBIT iShares Bitcoin Trust
+2.62%
+$3,984.51 
LAD Lithia Motors Inc.
+2.58%
+$10,622.24 
HDB HDFC Bank Limited ADR
+2.56%
+$5,838.14 
HVT Haverty Furniture Companies Inc.
+2.56%
+$51,124.8 
CVS CVS Health Corporation
+2.54%
+$25,380.57 
CSCO Cisco Systems, Inc.
+2.53%
+$589,430.24 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$305,089.99 
VB Vanguard Small-Cap ETF
+2.52%
+$572,957.54 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$293,680.89 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$370,459.62 
CIEN Ciena Corporation
+2.38%
+$504,064.66 
HSY The Hershey Company
+2.33%
+$17,052.68 
INCY Incyte Corporation
+2.31%
+$19,085.68 
HD The Home Depot, Inc.
+2.27%
+$9,512 
DOV Dover Corporation
+2.26%
+$15,340.08 
LOW Lowe's Companies Inc.
+2.26%
+$30,783.04 
PFE Pfizer Inc.
+2.25%
+$215,727.35 
AGCO AGCO Corporation
+2.19%
+$11,793.83 
OMC Omnicom Group Inc.
+2.19%
+$11,605.68 
WAB Wabtec Corporation
+2.19%
+$31,696.5 
NVDA NVIDIA Corporation
+2.17%
+$27,707.8 
LLY Eli Lilly and Company
+2.16%
+$78,106 
SHOP Shopify Inc.
+2.1%
+$5,491.13 
IWS iShares Russell Mid-Cap Value ETF
+2.07%
+$71,350.2 
BX Blackstone Inc.
+2.03%
+$15,002.4 
LKQ LKQ Corporation
+2%
+$167,604.36 
EDV Vanguard Extended Duration Treasury ETF
+2%
+$93,348.15 
TFIN Triumph Financial, Inc.
+1.98%
+$31,737.6 
EXP Eagle Materials Inc.
+1.88%
+$46,231.29 
VO Vanguard Mid-Cap ETF
+1.83%
+$473,530.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$13,637.08 
HAS Hasbro Inc.
+1.8%
+$229,178 
VUG Vanguard Growth ETF
+1.78%
+$40,551.84 
GEO The Geo Group, Inc.
+1.78%
+$44,649 
DIS The Walt Disney Company
+1.77%
+$30,927.75 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$3,981.52 
VOO Vanguard S&P 500 ETF
+1.72%
+$2.51M 
IVV iShares Core S&P 500 ETF
+1.72%
+$1.67M 
AVY Avery Dennison Corporation
+1.7%
+$8,212.35 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$1.38M 
TM Toyota Motor Corporation
+1.7%
+$4,762.52 
BNY BlackRock New York Municipal Income Trust
+1.69%
+$22,085.19 
MET MetLife Inc.
+1.68%
+$25,296.7 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.67%
+$22,754.07 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$3,720.99 
REGN Regeneron Pharmaceuticals, Inc.
+1.54%
+$10,561.3 
DE Deere & Company
+1.53%
+$6,795.37 
VONG Vanguard Russell 1000 Growth Fund
+1.49%
+$4,393.92 
IRM Iron Mountain Inc.
+1.48%
+$296,254.14 
AMZN Amazon.com Inc
+1.45%
+$14,034.6 
SYY Sysco Corporation
+1.41%
+$6,701.89 
JPM JPMorgan Chase & Co.
+1.4%
+$20,731.63 
AAPL Apple Inc.
+1.39%
+$83,535.3 
MRK Merck & Co., Inc.
+1.39%
+$211,543.71 
MELI MercadoLibre, Inc.
+1.37%
+$4,819.62 
TLT iShares 20+ Year Treasury Bond ETF
+1.3%
+$19,562.4 
VYM Vanguard High Dividend Yield ETF
+1.18%
+$5,524.17 
GEHC GE HealthCare Technologies Inc.
+1.18%
+$5,336.25 
USFD US Foods Holding Corp
+1.16%
+$7,823.55 
URI United Rentals, Inc.
+1.16%
+$15,350 
OZK Bank OZK
+1.16%
+$38,280.38 
BANC Banc of California Inc.
+1.12%
+$37,564.78 
BAC Bank of America Corporation
+1.08%
+$18,137.78 
FHN First Horizon Corporation
+1.07%
+$49,043.02 
IEX IDEX Corporation
+1.07%
+$4,435.73 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.97%
+$122,834.25 
GOOG Alphabet Inc
+0.91%
+$24,583.45 
IIIV I3 Verticals Inc.
+0.9%
+$17,457.3 
GBX Greenbrier Companies, Inc.
+0.89%
+$8,504.58 
IBM International Business Machines Corporation
+0.89%
+$130,368.95 
SLB Schlumberger Limited
+0.88%
+$10,293.43 
WRB-PH W.R. Berkley Corporation 4.125%
+0.85%
+$1,257.88 
MCD McDonald's Corporation
+0.83%
+$4,634.22 
TRP TC Energy Corporation
+0.81%
+$17,202.64 
CTA-PA EIDP, Inc.
+0.81%
+$3,875.59 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
+0.77%
+$3,043.2 
HYBI Neos Enhanced Income Cash Alternative ETF
+0.77%
+$1,540.78 
TTWO Take-Two Interactive Software, Inc.
+0.77%
+$2,344.14 
VSLU Applied Finance Valuation Large Cap ETF
+0.75%
+$8,987.3 
PRIM Primoris Services Corporation
+0.73%
+$9,235.65 
BKR Baker Hughes Company
+0.73%
+$5,923.88 
PNFP Pinnacle Financial Partners Inc.
+0.66%
+$41,275.04 
BNDX Vanguard Total International Bond ETF
+0.58%
+$11,470.2 
PB Prosperity Bancshares Inc.
+0.58%
+$4,191.43 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$247,627.8 
STZ Constellation Brands, Inc.
+0.57%
+$5,674.85 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$200,159.12 
APD Air Products and Chemicals, Inc.
+0.56%
+$2,022.01 
ABT Abbott Laboratories
+0.56%
+$2,538.36 
VIST Vista Energy, S.A.B. de C.V.
+0.55%
+$6,000 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.55%
+$793,294.5 
PYLD PIMCO Multisector Bond Active ETF
+0.51%
+$4,361.31 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.51%
+$490,410.2 
HMN Horace Mann Educators Corp.
+0.49%
+$8,432.4 
UNP Union Pacific Corporation
+0.49%
+$6,446.88 
KEX Kirby Corporation
+0.49%
+$49,544.68 
IAGG iShares International Aggregate Bond Fund
+0.47%
+$63,286.84 
BWB Bridgewater Bancshares Inc.
+0.46%
+$7,924.41 
RBA Rb Global Inc.
+0.45%
+$28,736.16 
JPC Nuveen Preferred & Income Opportunities Fund
+0.45%
+$1,750 
GOOGL Alphabet Inc
+0.42%
+$11,536.92 
AIZ Assurant Inc.
+0.42%
+$3,422.93 
ITT Itt Inc.
+0.41%
+$2,675.2 
RGA Reinsurance Group of America, Inc.
+0.41%
+$2,643.48 
TMHC Taylor Morrison Home Corporation
+0.41%
+$8,631.85 
PCLG Polen Focus Growth ETF
+0.39%
+$116,292.57 
HUBB Hubbell Inc.
+0.36%
+$1,212.1 
MSM MSC Industrial Direct Co., Inc.
+0.36%
+$44,966.75 
HALO Halozyme Therapeutics Inc.
+0.33%
+$3,963.13 
FLXR TCW Flexible Income ETF
+0.31%
+$77,573.88 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$7,511.8 
NVGS Navigator Holdings Ltd.
+0.29%
+$5,677.56 
STRS Stratus Properties Inc.
+0.28%
+$4,731.76 
ABEQ Absolute Select Value ETF
+0.27%
+$62,513.7 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$1,324.3 
NOV Nov Inc.
+0.24%
+$3,135.9 
XEL Xcel Energy Inc.
+0.22%
+$2,257.77 
NATL NCR Atleos Corporation
+0.2%
+$2,911.95 
PEG Public Service Enterprise Group Incorporated
+0.2%
+$1,475.91 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$534 
TCBI Texas Capital Bancshares Inc.
+0.17%
+$4,089.86 
TRV The Travelers Companies, Inc.
+0.17%
+$4,217.78 
ARCC Ares Capital Corporation
+0.16%
+$19,875.99 
MPLX MPLX LP
+0.14%
+$20,215.04 
FBK FB Financial Corp
+0.13%
+$335.37 
MDT Medtronic plc
+0.11%
+$1,094.76 
USRT iShares Core U.S. REIT ETF
+0.11%
+$16,072.42 
VNLA Janus Henderson Short Duration Income ETF
+0.09%
+$227.16 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.08%
+$314.48 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.08%
+$350 
ICSH iShares Short Treasury Bond ETF
+0.06%
+$436.89 
ENB Enbridge Inc.
+0.04%
+$8,154.73 
STAG Stag Industrial Inc.
+0.04%
+$205.74 
DGX Quest Diagnostics Inc.
+0.03%
+$208.92 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$25.02 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,694.44 
AHH Armada Hoffler Properties, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CWEN-A Clearway Energy, Inc.
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
HTGC Hercules Capital Inc.
0%
$0 
L
0%
$0 
ORCC Owl Rock Capital Corporation
0%
$0 
TPX Tempur Sealy International Inc.
0%
$0 
TUSI Touchstone Ultra Short Income Fund
0%
$0 
VOXCF Vox Royalty Corp.
0%
$0 
ORCL Oracle Corporation
-8.58%
-$156,414.3 
ADBE Adobe Inc.
-6.25%
-$96,840.36 
SAP SAP SE Sponsored ADR
-3.84%
-$12,818.4 
COP ConocoPhillips
-3.79%
-$49,063.78 
HRB H&R Block Inc.
-3.56%
-$261,651.73 
EOG EOG Resources, Inc.
-2.71%
-$23,590.4 
XOM Exxon Mobil Corporation
-2.68%
-$23,954.32 
MNDY monday.com Ltd.
-2.6%
-$3,718.48 
FANG Diamondback Energy Inc
-2.52%
-$83,571.04 
GPOR Gulfport Energy Corporation
-2.41%
-$49,419.24 
MTDR Matador Resources Company
-2.39%
-$35,013.68 
MO Altria Group, Inc.
-2.35%
-$370,147.44 
PR Permian Resources Corporation
-2.33%
-$18,131.82 
RSG Republic Services, Inc.
-2.17%
-$10,847.33 
CVX Chevron Corporation
-2.1%
-$11,561.9 
REGCO Regency Centers Corporation - 5.875% Series B Cumulative Redeemable Preferred Stock
-2.06%
-$4,192.44 
TIPT Tiptree Inc.
-2%
-$11,073.24 
REDWX GreenFi Redwood Fund
-1.94%
-$1,378.08 
PDO PIMCO Dynamic Income Opportunities Fund
-1.85%
-$5,413.68 
PAYX Paychex Inc.
-1.81%
-$145,865.64 
MSFT Microsoft Corp.
-1.77%
-$71,070.48 
BJ BJ's Wholesale Club Holdings, Inc.
-1.65%
-$8,197.74 
CBRE CBRE Group Inc.
-1.57%
-$26,550.3 
EPD Enterprise Products Partners L.P.
-1.56%
-$412,710.9 
OKE ONEOK, Inc.
-1.55%
-$288,794.8 
TSLX Sixth Street Specialty Lending Inc.
-1.54%
-$163,631.14 
DHR Danaher Corporation
-1.54%
-$9,540.06 
KMI Kinder Morgan, Inc.
-1.52%
-$32,113.79 
KDP Keurig Dr Pepper Inc.
-1.48%
-$18,150.46 
ET Energy Transfer L.P.
-1.42%
-$196,207.11 
TMO Thermo Fisher Scientific Inc.
-1.31%
-$11,056.56 
KO The Coca-Cola Company
-1.27%
-$155,601.64 
AVB AvalonBay Communities, Inc.
-1.22%
-$7,001.88 
GQGU GQG US Equity ETF
-1.22%
-$904,644.8 
ZBH Zimmer Biomet Holdings, Inc.
-1.15%
-$5,930.65 
BR Broadridge Financial Solutions, Inc.
-1.09%
-$3,360 
VICI Vici Properties Inc.
-1.06%
-$109,215 
SYK Stryker Corporation
-1.04%
-$6,362.72 
EHC Encompass Health Corporation
-0.98%
-$5,826.69 
PGR Progressive Corporation
-0.97%
-$36,789.99 
RXO Rxo Inc.
-0.94%
-$19,000.44 
AZO AutoZone Inc.
-0.93%
-$68,379.9 
AMLP Alerian MLP ETF
-0.93%
-$131,484.64 
VLO Valero Energy Corporation
-0.92%
-$14,248.44 
TSN Tyson Foods Inc.
-0.89%
-$9,100 
NFLX Netflix, Inc.
-0.89%
-$3,759.5 
T AT&T Inc.
-0.86%
-$103,684.4 
HQY HealthEquity Inc.
-0.85%
-$58,919 
CB Chubb Limited
-0.82%
-$3,962.01 
MLPA Global X MLP ETF
-0.81%
-$112,712.16 
WES Western Midstream Partners, LP
-0.77%
-$50,800.42 
SSNC SS&C Technologies Holdings Inc.
-0.75%
-$7,921.83 
CPT Camden Property Trust
-0.73%
-$2,703.96 
ED Consolidated Edison, Inc.
-0.7%
-$77,573.23 
OGE Oge Energy Corp.
-0.69%
-$4,651.35 
DUK Duke Energy Corporation
-0.67%
-$71,366.62 
ALKT Alkami Technology, Inc.
-0.67%
-$5,241.6 
AMH American Homes 4 Rent
-0.66%
-$19,733.12 
HIG The Hartford Insurance Group, Inc.
-0.66%
-$4,289.95 
CPB The Campbell's Company
-0.66%
-$2,012.55 
THG Hanover Insurance Group, Inc.
-0.65%
-$8,007.68 
CLH Clean Harbors Inc.
-0.62%
-$81,256.31 
ATO Atmos Energy Corporation
-0.6%
-$3,998.4 
CME CME Group Inc.
-0.6%
-$1,796.45 
UL Unilever PLC Sponsored American Depositary Receipt
-0.55%
-$6,253.76 
MA Mastercard Incorporated
-0.54%
-$6,523.44 
AEE Ameren Corporation
-0.52%
-$4,154.64 
PG Procter & Gamble Co
-0.48%
-$47,883.6 
META Meta Platforms Inc Class A
-0.45%
-$8,787.8 
PEP PepsiCo, Inc.
-0.44%
-$43,712.61 
CNP CenterPoint Energy Inc.
-0.42%
-$2,720.16 
ROP Roper Technologies Inc.
-0.42%
-$6,448.21 
FISV Fiserv, Inc.
-0.41%
-$3,105.08 
MCK McKesson Corporation
-0.41%
-$3,250 
NNN NNN REIT, Inc.
-0.41%
-$64,038.36 
PBA Pembina Pipeline Corporation
-0.37%
-$8,244.9 
AON Aon plc
-0.37%
-$906.51 
WPC W. P. Carey Inc.
-0.33%
-$43,624.5 
O Realty Income Corporation
-0.31%
-$37,224.99 
FNV Franco-Nevada Corporation
-0.27%
-$3,981.6 
GPI Group 1 Automotive Inc.
-0.26%
-$1,937.58 
RF-PF Regions Financial Corporation
-0.24%
-$1,596.66 
HDV iShares Core High Dividend ETF
-0.22%
-$1,451.7 
DTE DTE Energy Company
-0.21%
-$1,772.89 
RJF Raymond James Financial Inc.
-0.16%
-$829.44 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.16%
-$683.96 
VNQ Vanguard Real Estate ETF
-0.09%
-$19,378.17 
AMP Ameriprise Financial, Inc.
-0.09%
-$1,422.7 
UGI UGI Corporation
-0.09%
-$241.14 
ABBV AbbVie Inc.
-0.08%
-$10,515.17 
WMT Walmart Inc.
-0.07%
-$1,156.23 
JNJ Johnson & Johnson
-0.05%
-$445.2 
TLCI Touchstone International Equity ETF
-0.05%
-$19,442.74 
VZ Verizon Communications Inc.
-0.04%
-$6,619.18 
HPQ HP Inc.
-0.02%
-$455.46 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$2,222.82 Events
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Dividends
Dividend Analysis
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| Trades 4976 | Longs Won 3148/4976 63% | Profit Factor 6.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $588,181.28 |
| Average Win $172,942.69 | Best Trade (Jun 11) $19.78M | Sharpe Ratio -3.62 |
| Average Loss -$46,105.95 | Worst Trade (Jun 11) -$4.56M | Z-Score 17.65 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1d | Expectancy $92,472.25 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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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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