KB
Kathryn Brown Portfolio
Invests via Morton Brown Family Wealth LLC | Managed by Kathryn Brown
Invests via Morton Brown Family Wealth LLC
Managed by Kathryn Brown
Automatically Tracked
Kathryn Brown Profile
Kathryn Brown is an accomplished leader with a strong presence in the technology sector, renowned for her innovative approach to product development and market expansion. Over the years, she has held key positions within various tech firms where she drove strategic initiatives that significantly boosted company performance. Her extensive experience in operations and project management uniquely positions her as a catalyst for transformation, particularly in fast-growing startups. A graduate of a prestigious university, she combines academic rigor with practical expertise to navigate complex business environments effectively. Her impact on fostering collaboration across cross-functional teams has solidified her reputation as a valuable asset in driving growth and scaling technologies.
Kathryn Brown is an accomplished leader with a strong presence in the technology sector, renowned for her innovative approach to product development and market expansion. Over the years, she has held key positions within various tech firms where she drove strategic initiatives that significantly boosted company performance. Her extensive experience in operations and project management uniquely positions her as a catalyst for transformation, particularly in fast-growing startups. A graduate of a prestigious university, she combines academic rigor with practical expertise to navigate complex business environments effectively. Her impact on fostering collaboration across cross-functional teams has solidified her reputation as a valuable asset in driving growth and scaling technologies.
Investment Philosophy & Strategy
In the rapidly evolving technology landscape, Kathryn Brown embodies a transformational leadership style that prioritizes innovation and strategic growth. Her extensive background in project management and operations provides her with a keen understanding of how to optimize resources effectively within dynamic environments. By championing cross-functional collaboration, she drives initiatives that not only enhance product development but also significantly accelerate market penetration for emerging ventures. A forward-thinking entrepreneur, she recognizes the critical importance of adapting to changing consumer demands while maintaining operational efficiency.
In the rapidly evolving technology landscape, Kathryn Brown embodies a transformational leadership style that prioritizes innovation and strategic growth. Her extensive background in project management and operations provides her with a keen understanding of how to optimize resources effectively within dynamic environments. By championing cross-functional collaboration, she drives initiatives that not only enhance product development but also significantly accelerate market penetration for emerging ventures. A forward-thinking entrepreneur, she recognizes the critical importance of adapting to changing consumer demands while maintaining operational efficiency.
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:
37.42%
Gain +1.76%
Monthly
0.44%
Yearly
5.37%
Drawdown
14.63%
$402.65M
Equity
Holdings
$402.65M
Investment
$299.27M
$102.8M
Profit +$8.14M
Realized
-$591,037.31
Unrealized
$103.39M
Dividends
$21.15M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.76%
Profit
$8.14M
Win %
78%
This Week
Compared To Last Week
Gain
-1.43%
Profit
-$5.83M
Win %
78%
This Month
Compared to last month
Gain
-1.21%
Profit
-$4.92M
Win %
78%
This Year
Compared to last year
Gain
9.71%
Profit
$35.64M
Win %
78%
GOSS Gossamer Bio Inc.
+11.54%
+$0.45 
AMAT Applied Materials, Inc.
+11.39%
+$679.44 
MU Micron Technology, Inc.
+11.38%
+$8,221.09 
SVM Silvercorp Metals Inc.
+9.98%
+$6.68 
IDCC InterDigital, Inc.
+8.9%
+$19,201.5 
SOXX iShares Semiconductor ETF
+8.41%
+$3,414 
AMD Advanced Micro Devices, Inc.
+8.09%
+$12,803 
UNIT Uniti Group Inc.
+8.05%
+$3.74 
OPTT Ocean Power Technologies Inc.
+7.99%
+$308.56 
BROS Dutch Bros Inc.
+7.91%
+$477 
CAVA Cava Group Inc.
+7.74%
+$315.5 
MP MP Materials Corp.
+7.25%
+$387.5 
SBSW Sibanye Stillwater Ltd - ADR
+7.05%
+$22.4 
GDXJ VanEck Junior Gold Miners ETF
+6.92%
+$1,321.08 
OKLO Oklo Inc.
+6.91%
+$1,119 
FCX Freeport-McMoRan Inc.
+6.6%
+$553.5 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+6.48%
+$514.67 
HON Honeywell International Inc.
+6.47%
+$133.2 
STX Seagate Technology Holdings plc
+6.43%
+$11,069.06 
QCOM QUALCOMM Incorporated
+6.42%
+$14,195.68 
PANW Palo Alto Networks, Inc.
+6.18%
+$357.94 
HWM Howmet Aerospace Inc.
+5.83%
+$87.3 
BA Boeing Company
+5.81%
+$728.7 
DELL Dell Technologies Inc.
+5.8%
+$1,073.5 
WWD Woodward Inc.
+5.64%
+$1,658.4 
IIPR Innovative Industrial Properties Inc.
+5.59%
+$159.25 
OSK Oshkosh Corporation
+5.57%
+$98.98 
GDX VanEck Gold Miners ETF
+5.39%
+$1,687.52 
GD General Dynamics Corporation
+5.33%
+$490.59 
GLW Corning Incorporated
+5.18%
+$8,720 
CHEF The Chefs' Warehouse, Inc.
+5.15%
+$140.48 
UPS United Parcel Service, Inc.
+5.08%
+$954.59 
AMGN Amgen Inc.
+4.97%
+$11,262.74 
ITA iShares U.S. Aerospace & Defense ETF
+4.87%
+$65.67 
GEV GE Vernova Inc.
+4.73%
+$1,722.42 
CAT Caterpillar Inc.
+4.73%
+$11,733.4 
TSLA Tesla, Inc.
+4.62%
+$2,394.96 
AVEM Avantis Emerging Markets Equity ETF
+4.53%
+$1.88M 
WPM Wheaton Precious Metals Corp.
+4.52%
+$1,739.88 
SOLS Sollensys Corp.
+4.45%
+$6.91 
LMT Lockheed Martin Corporation
+4.43%
+$116.4 
IEMG iShares Core MSCI Emerging Markets ETF
+4.41%
+$628.07 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+4.38%
+$14,596.4 
J Jacobs Solutions Inc.
+4.35%
+$381.6 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+4.34%
+$741.4 
AIQ Global X Artificial Intelligence & Technology ETF
+4.22%
+$168.35 
GE General Electric Company
+4.17%
+$2,270.88 
IBKR Interactive Brokers Group Inc.
+3.92%
+$388.6 
SHW The Sherwin-Williams Company
+3.88%
+$35.41 
EFG iShares MSCI EAFE Growth ETF
+3.87%
+$234.09 
RTX RTX Corporation
+3.83%
+$7,235.2 
XLK State Street Technology Select Sector SPDR ETF
+3.82%
+$431.36 
GILD Gilead Sciences Inc.
+3.77%
+$1,772.46 
AVGO Broadcom Inc.
+3.76%
+$61,805.54 
VKTX Viking Therapeutics Inc.
+3.69%
+$461.25 
ICLR ICON plc
+3.68%
+$159.6 
EMR Emerson Electric Co.
+3.66%
+$1,506 
CMI Cummins Inc.
+3.66%
+$783.87 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.65%
+$1.24M 
SCHF Schwab International Equity ETF
+3.65%
+$17,436.9 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.64%
+$12,959.1 
VLUE iShares MSCI USA Value Factor ETF
+3.64%
+$131.67 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+3.62%
+$14,121 
RXRX Recursion Pharmaceuticals, Inc.
+3.62%
+$44 
SBUX Starbucks Corporation
+3.58%
+$565.6 
IWO iShares Russell 2000 Growth ETF
+3.55%
+$12.98 
RGLD Royal Gold Inc.
+3.54%
+$488.6 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+3.54%
+$1,771.92 
FRPT Freshpet Inc.
+3.49%
+$176.5 
TGT Target Corporation
+3.48%
+$44.6 
SCHA Schwab U.S. Small-Cap ETF
+3.44%
+$1,224.01 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.41%
+$6,771.98 
VGT Vanguard Information Technology ETF
+3.37%
+$1,209.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.34%
+$34,582.8 
QQQ Invesco QQQ Trust, Series 1
+3.34%
+$74,834.76 
SCHC Schwab International Small-Cap Equity ETF
+3.31%
+$110,705.91 
VBK Vanguard Small-Cap Growth ETF
+3.3%
+$423.89 
FTEC Fidelity MSCI Information Technology Index ETF
+3.27%
+$394.87 
XLI Industrial Select Sector SPDR Fund
+3.25%
+$452.64 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.25%
+$21,489.51 
GS The Goldman Sachs Group, Inc.
+3.23%
+$1,712.96 
GLD SPDR Gold Shares
+3.21%
+$5,918.47 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+3.18%
+$155.47 
VTRS Viatris Inc.
+3.17%
+$6 
EFA iShares MSCI EAFE ETF
+3.14%
+$107,738.99 
PHYS Sprott Physical Gold Trust
+3.07%
+$244.75 
IJK iShares S&P Mid-Cap 400 Growth ETF
+3.04%
+$53.92 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+3.02%
+$36,698.8 
IEFA iShares Core MSCI EAFE ETF
+3.01%
+$78,349.76 
IWM iShares Russell 2000 ETF
+3%
+$36,810.67 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+2.94%
+$7,853.38 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+2.94%
+$4,731.65 
SCHM Schwab U.S. Mid-Cap ETF
+2.93%
+$2,923.2 
AVDV Avantis International Small Cap Value ETF
+2.92%
+$706,617 
VXF Vanguard Extended Market ETF
+2.88%
+$3,322.5 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+2.88%
+$642 
USXF iShares ESG Aware MSCI USA ETF
+2.88%
+$403.92 
TPR Tapestry Inc.
+2.87%
+$741.15 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+2.86%
+$9,004.39 
JAZZ Jazz Pharmaceuticals plc
+2.81%
+$32.25 
NRG NRG Energy, Inc.
+2.8%
+$338 
IBB iShares Biotechnology ETF
+2.79%
+$365.77 
MS Morgan Stanley
+2.79%
+$564.48 
IBIT iShares Bitcoin Trust
+2.75%
+$193 
MAR Marriott International Inc. - Class A
+2.73%
+$5,586.23 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$206.8 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.67%
+$280.37 
VOT Vanguard Mid-Cap Growth ETF
+2.65%
+$11,248 
EFV iShares MSCI EAFE Value ETF
+2.6%
+$71.64 
DLS WisdomTree International SmallCap Dividend Fund
+2.59%
+$3,979.98 
TLN Talen Energy Corporation
+2.58%
+$1,040.4 
OMC Omnicom Group Inc.
+2.5%
+$849.15 
VB Vanguard Small-Cap ETF
+2.48%
+$58,141.92 
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$7,294.52 
OLED Universal Display Corporation
+2.43%
+$924.42 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$2,176.88 
HD The Home Depot, Inc.
+2.42%
+$1,508.32 
HSY The Hershey Company
+2.42%
+$115.56 
BMY Bristol-Myers Squibb Company
+2.41%
+$268 
CSCO Cisco Systems, Inc.
+2.4%
+$2,091.9 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$37,518.82 
LLY Eli Lilly and Company
+2.37%
+$1,833.28 
SCHE Schwab Emerging Markets Equity ETF
+2.34%
+$730.62 
ACWI iShares MSCI ACWI ETF
+2.32%
+$14.14 
NVDA NVIDIA Corporation
+2.32%
+$17,437.33 
VYMI Vanguard International High Dividend Yield Index Fund
+2.32%
+$608.36 
IWN iShares Russell 2000 Value ETF
+2.29%
+$338.8 
PFE Pfizer Inc.
+2.29%
+$614.25 
IUSG iShares Core S&P U.S. Growth ETF
+2.25%
+$1,912.26 
LOW Lowe's Companies Inc.
+2.25%
+$19.44 
DISV Dimensional International Small Cap Equity Fund
+2.24%
+$1,454.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$240.67 
WBD Warner Bros. Discovery, Inc.
+2.17%
+$33.63 
SCHV Schwab U.S. Large-Cap Value ETF
+2.08%
+$246.03 
IWD iShares Russell 1000 Value ETF
+1.98%
+$591.82 
TFC Truist Financial Corporation
+1.93%
+$407.04 
AVUV Avantis U.S. Small Cap Value ETF
+1.93%
+$525,296.17 
DIS The Walt Disney Company
+1.92%
+$3,026.32 
IHE iShares U.S. Pharmaceuticals ETF
+1.91%
+$16.02 
VUG Vanguard Growth ETF
+1.88%
+$1,347.06 
AME Ametek Inc.
+1.86%
+$37.08 
SCHB Schwab U.S. Broad Market ETF
+1.85%
+$2M 
AOA iShares Core Aggressive Allocation ETF
+1.85%
+$339.68 
VO Vanguard Mid-Cap ETF
+1.85%
+$304.22 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$1,386 
ADX Adams Diversified Equity Fund, Inc.
+1.83%
+$86.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$31,991.92 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+1.82%
+$952.88 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.81%
+$57.4 
NOC Northrop Grumman Corporation
+1.8%
+$3,375.82 
IJS iShares S&P Small-Cap 600 Value ETF
+1.78%
+$5,402.88 
IVV iShares Core S&P 500 ETF
+1.74%
+$7,193.87 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.73%
+$10.72 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.72%
+$6,248.12 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$7,224.07 
ESGU iShares ESG Aware MSCI USA ETF
+1.71%
+$20,840.64 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$271,374.22 
VTV Vanguard Value ETF
+1.68%
+$1,331.44 
IWF iShares Russell 1000 Growth ETF
+1.67%
+$5,424 
AOR iShares Core 60/40 Balanced Allocation ETF
+1.64%
+$7,166.16 
KEY KeyCorp
+1.59%
+$390.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.54%
+$4,638.43 
DFSV Dimensional US Small Cap Value ETF
+1.49%
+$20,450.17 
MRK Merck & Co., Inc.
+1.45%
+$205.87 
TSCO Tractor Supply Company
+1.45%
+$111.69 
JPM JPMorgan Chase & Co.
+1.43%
+$643.13 
DE Deere & Company
+1.42%
+$294.71 
AMZN Amazon.com Inc
+1.4%
+$2,384.76 
SNY Sanofi American Depositary Receipt
+1.4%
+$29.89 
USB U.S. Bancorp
+1.4%
+$267.92 
HUM Humana Inc.
+1.34%
+$48.9 
STT State Street Corp
+1.34%
+$231.66 
VIG Vanguard Dividend Appreciation ETF
+1.29%
+$1,141.34 
TOST Toast Inc.
+1.28%
+$46.5 
LIN Linde plc
+1.27%
+$32.35 
ULTA Ulta Beauty Inc.
+1.27%
+$29.9 
UTG Reaves Utility Income Fund
+1.26%
+$78.5 
UBER Uber Technologies, Inc.
+1.25%
+$86 
ABNB Airbnb, Inc.
+1.24%
+$240 
VOE Vanguard Mid-Cap Value ETF
+1.22%
+$4.73 
PRU Prudential Financial, Inc.
+1.21%
+$108.37 
WTV WisdomTree U.S. Value Fund
+1.2%
+$199.26 
AAPL Apple Inc.
+1.19%
+$30,638.01 
FDVV Fidelity High Dividend ETF
+1.17%
+$166.38 
IUSV iShares Core S&P U.S. Value ETF
+1.14%
+$716.72 
IBM International Business Machines Corporation
+1.09%
+$870.16 
MNST Monster Beverage Corporation
+1.05%
+$37.44 
BAC Bank of America Corporation
+1.01%
+$6,499.9 
MMM 3M Company
+0.94%
+$735 
MCD McDonald's Corporation
+0.93%
+$4,542.03 
DGRO iShares Core Dividend Growth ETF
+0.92%
+$1,226.15 
XLV Health Care Select Sector SPDR Fund
+0.91%
+$472.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.9%
+$474.15 
APD Air Products and Chemicals, Inc.
+0.74%
+$6,165.55 
REET iShares Global REIT ETF
+0.74%
+$96,665.7 
AVRE Avantis Real Estate ETF
+0.74%
+$3,414.6 
XLF Financial Select Sector SPDR Fund
+0.72%
+$57.75 
BN Brookfield Corporation
+0.72%
+$9.6 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.7%
+$1,211.36 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.67%
+$882.53 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.67%
+$85,345.7 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.67%
+$1,790.1 
BNDX Vanguard Total International Bond ETF
+0.59%
+$64,523.71 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$3.73 
GOVT iShares U.S. Treasury Bond ETF
+0.55%
+$14.12 
GOOG Alphabet Inc
+0.54%
+$380 
UNP Union Pacific Corporation
+0.53%
+$714.87 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.52%
+$782.33 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$84,416.75 
BGRN iShares USD Green Bond ETF
+0.5%
+$878.83 
SPHY SPDR Portfolio High Yield Bond ETF
+0.49%
+$998.2 
ABT Abbott Laboratories
+0.49%
+$45.32 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.49%
+$104.12 
WFC Wells Fargo & Company
+0.48%
+$39.5 
PLTR Palantir Technologies Inc.
+0.47%
+$106.75 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$739.12 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.36%
+$19.95 
AMTM Amentum Holdings, Inc.
+0.36%
+$0.32 
VZ Verizon Communications Inc.
+0.36%
+$55.08 
TMUS T-Mobile US, Inc.
+0.36%
+$6.7 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.34%
+$397.37 
PEG Public Service Enterprise Group Incorporated
+0.32%
+$4.75 
JKG iShares Morningstar Mid-Cap ETF
+0.31%
+$140.94 
EGHT 8x8 Inc.
+0.29%
+$0.5 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$14,572.49 
UBSI United Bankshares, Inc.
+0.27%
+$14.88 
MUB iShares National Muni Bond ETF
+0.23%
+$42,807.75 
GH Guardant Health Inc.
+0.23%
+$17.4 
ISRG Intuitive Surgical, Inc.
+0.21%
+$15.84 
STAG Stag Industrial Inc.
+0.21%
+$2.4 
D Dominion Energy, Inc.
+0.2%
+$5.26 
VPU Vanguard Utilities ETF
+0.19%
+$45.88 
GOOGL Alphabet Inc
+0.16%
+$416.44 
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$221.68 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.12%
+$11,061.44 
ABBV AbbVie Inc.
+0.11%
+$28.5 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$10.5 
JNJ Johnson & Johnson
+0.09%
+$141.95 
UGI UGI Corporation
+0.09%
+$18.81 
VNQ Vanguard Real Estate ETF
+0.07%
+$213.64 
FTSM First Trust Enhanced Short Maturity Fund
+0.05%
+$1.05 
MDT Medtronic plc
+0.05%
+$0.48 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$2,690.2 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$3.26 
ABC AmerisourceBergen Corporation
0%
$0 
AZN
0%
$0 
CMA Comerica Inc.
0%
$0 
CNF
0%
$0 
SNOW
0%
$0 
SQ Block, Inc.
0%
$0 
ADBE Adobe Inc.
-6.23%
-$43.59 
SAP SAP SE Sponsored ADR
-3.99%
-$325.92 
COP ConocoPhillips
-3.69%
-$788.54 
SPOT Spotify Technology S.A.
-3.23%
-$81.3 
XOM Exxon Mobil Corporation
-2.61%
-$4,519.5 
BABA Alibaba Group Holding Limited SP ADR
-2.4%
-$415.5 
MO Altria Group, Inc.
-2.37%
-$104.1 
CRM Salesforce Inc
-2.14%
-$161.04 
PSX Phillips 66
-2.04%
-$1,043.4 
CVX Chevron Corporation
-2.01%
-$450.76 
SOLV Solventum Corporation
-2%
-$202.5 
MSFT Microsoft Corp.
-1.85%
-$32,582.51 
AWK American Water Works Company, Inc.
-1.68%
-$1,491 
PAYX Paychex Inc.
-1.64%
-$1,630.17 
NMAX Newsmax Inc.
-1.56%
-$5.6 
AMT American Tower Corporation
-1.42%
-$30.03 
MDLZ Mondelez International, Inc.
-1.28%
-$626.48 
CTSH Cognizant Technology Solutions Corporation
-1.25%
-$314.76 
TMO Thermo Fisher Scientific Inc.
-1.2%
-$11.52 
KO The Coca-Cola Company
-1.18%
-$83.72 
V Visa Inc. Class A
-1.1%
-$64.08 
PM Philip Morris International Inc.
-1.04%
-$127.97 
NFLX Netflix, Inc.
-0.96%
-$158 
COST Costco Wholesale Corporation
-0.74%
-$351.36 
SO The Southern Company
-0.7%
-$207.24 
CL Colgate-Palmolive Company
-0.57%
-$7.14 
META Meta Platforms Inc Class A
-0.55%
-$237 
UNH UnitedHealth Group Incorporated
-0.47%
-$42.24 
MA Mastercard Incorporated
-0.46%
-$17.92 
T AT&T Inc.
-0.43%
-$26.3 
PEP PepsiCo, Inc.
-0.42%
-$4.8 
PG Procter & Gamble Co
-0.41%
-$100.86 
CI The Cigna Group
-0.41%
-$24.2 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$16.8 
PPL PPL Corporation
-0.15%
-$14.3 
WMT Walmart Inc.
-0.14%
-$231.87 
AMP Ameriprise Financial, Inc.
-0.14%
-$101.76 
RJF Raymond James Financial Inc.
-0.12%
-$2.34 
NEE NextEra Energy, Inc.
-0.11%
-$98.33 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.09%
-$176.47 
HDV iShares Core High Dividend ETF
-0.05%
-$1,704.15 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.03%
-$0.15 
CAPL CrossAmerica Partners L.P.
-0.02%
-$81.56 
BRK-B Berkshire Hathaway Inc.
0%
-$7.06 Events
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Dividends
Dividend Analysis
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| Trades 2302 | Longs Won 1157/2302 50% | Profit Factor 12.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $461,647.53 |
| Average Win $96,693.56 | Best Trade (Jun 11) $16.56M | Sharpe Ratio -10.25 |
| Average Loss -$7,928.57 | Worst Trade (Jun 10) -$975,091.12 | Z-Score 1.82 (93.05%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $44,655.19 |
| 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 | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
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