CGL
Chester Gary Lloyd Portfolio
Invests via Coston, McIsaac & Partners | Managed by Chester Gary Lloyd
Invests via Coston, McIsaac & Partners
Managed by Chester Gary Lloyd
Automatically Tracked
Chester Gary Lloyd Profile
With a diverse career spanning entrepreneurship and investment leadership, Chester Gary Lloyd stands out as a notable figure in the private equity landscape. His experience includes founding several successful startups, where he honed his expertise in identifying high-potential market opportunities. Known for fostering strategic partnerships, he plays an instrumental role in guiding companies through growth phases and operational scaling. Additionally, Lloyd's background includes significant contributions to financial advisory services aimed at optimizing business performance across various sectors. His dual insight as both an operator and investor enhances his relevance within capital markets.
With a diverse career spanning entrepreneurship and investment leadership, Chester Gary Lloyd stands out as a notable figure in the private equity landscape. His experience includes founding several successful startups, where he honed his expertise in identifying high-potential market opportunities. Known for fostering strategic partnerships, he plays an instrumental role in guiding companies through growth phases and operational scaling. Additionally, Lloyd's background includes significant contributions to financial advisory services aimed at optimizing business performance across various sectors. His dual insight as both an operator and investor enhances his relevance within capital markets.
Investment Philosophy & Strategy
In the realm of private equity, opportunities abound for those with a keen eye for transformative potential. Chester Gary Lloyd leverages his entrepreneurial acumen and investment experience to target underappreciated sectors primed for revitalization. His strategy focuses on cultivating strategic alliances that enhance operational efficiency and drive scalable growth. By emphasizing hands-on involvement in portfolio companies, he aims to unlock latent value while fostering innovation within teams. This proactive approach not only positions investments for success but also emphasizes sustainable practices that contribute positively to market dynamics.
In the realm of private equity, opportunities abound for those with a keen eye for transformative potential. Chester Gary Lloyd leverages his entrepreneurial acumen and investment experience to target underappreciated sectors primed for revitalization. His strategy focuses on cultivating strategic alliances that enhance operational efficiency and drive scalable growth. By emphasizing hands-on involvement in portfolio companies, he aims to unlock latent value while fostering innovation within teams. This proactive approach not only positions investments for success but also emphasizes sustainable practices that contribute positively to market dynamics.
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:
57.9%
Gain +0.17%
Monthly
1.14%
Yearly
14.53%
Drawdown
18.18%
$475.26M
Equity
Holdings
$475.26M
Investment
$368.55M
$122.51M
Profit +$302,111.37
Realized
$15.79M
Unrealized
$106.71M
Dividends
$34.21M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$302,111.37
Win %
75%
This Week
Compared To Last Week
Gain
-0.95%
Profit
-$4.54M
Win %
75%
This Month
Compared to last month
Gain
-0.87%
Profit
-$4.17M
Win %
75%
This Year
Compared to last year
Gain
1.2%
Profit
$5.65M
Win %
75%
ELV Elevance Health, Inc.
+4.93%
+$2,937.75 
AAPL Apple Inc.
+3.56%
+$566,104.3 
F Ford Motor Company
+3.42%
+$472.88 
GTBP GT Biopharma, Inc.
+3.34%
+$136.74 
GM General Motors Company
+2.81%
+$517 
ADSK Autodesk, Inc.
+2.42%
+$154.69 
CMCSA Comcast Corp
+2.36%
+$1,090.4 
PKG Packaging Corporation of America
+2.31%
+$424.44 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+2.3%
+$2,227.05 
PM Philip Morris International Inc.
+2.21%
+$181,953.37 
PYPL PayPal Holdings Inc
+2.19%
+$54.72 
ISRG Intuitive Surgical, Inc.
+2.03%
+$164.68 
FSLR First Solar, Inc.
+2%
+$20.35 
STZ Constellation Brands, Inc.
+1.86%
+$79.1 
AZN AstraZeneca PLC American Depositary Shares
+1.71%
+$40.2 
T AT&T Inc.
+1.67%
+$2,236.92 
ABBV AbbVie Inc.
+1.62%
+$2,127.15 
MELI MercadoLibre, Inc.
+1.59%
+$29.91 
EXPE Expedia Group, Inc.
+1.57%
+$98.44 
DIS The Walt Disney Company
+1.56%
+$596.58 
OMC Omnicom Group Inc.
+1.5%
+$6,098.25 
HONA Honeywell Aerospace Inc.
+1.43%
+$147.56 
SLF Sun Life Financial Inc.
+1.4%
+$201.3 
CSX CSX Corporation
+1.39%
+$560.12 
MO Altria Group, Inc.
+1.35%
+$82,431.08 
NTRS Northern Trust Corporation
+1.35%
+$62.5 
UNM Unum Group
+1.34%
+$280 
BHB Bar Harbor Bankshares
+1.34%
+$40,452.96 
HAS Hasbro Inc.
+1.34%
+$222.53 
MFC Manulife Financial Corporation
+1.26%
+$42.66 
HSY The Hershey Company
+1.24%
+$34,399.5 
ACN Accenture plc Class A
+1.22%
+$4,727.26 
FIS Fidelity National Information Services, Inc.
+1.21%
+$74.52 
SIRI Sirius XM Holdings Inc.
+1.17%
+$404.01 
MET MetLife Inc.
+1.14%
+$312.83 
TWO Two Harbors Investment Corp.
+1.08%
+$65 
LMT Lockheed Martin Corporation
+1.07%
+$1,556.73 
CAC Camden National Corporation
+1.01%
+$7,563.2 
PANW Palo Alto Networks, Inc.
+1.01%
+$101.7 
EQH Equitable Holdings, Inc.
+1%
+$36.4 
AON Aon plc
+0.99%
+$424.2 
HPQ HP Inc.
+0.99%
+$487.36 
BTI British American Tobacco p.l.c. ADR
+0.98%
+$248.78 
RGA Reinsurance Group of America, Inc.
+0.98%
+$50.61 
CI The Cigna Group
+0.98%
+$1,721.75 
MTCH Match Group, Inc.
+0.96%
+$99.2 
XRX Xerox Holdings Corporation
+0.95%
+$14.07 
KR Kroger Co.
+0.92%
+$2,390.44 
SYY Sysco Corporation
+0.91%
+$3,227.14 
BP BP p.l.c. Sponsored ADR
+0.9%
+$158.26 
FDX FedEx Corporation
+0.84%
+$366.6 
TD The Toronto-Dominion Bank
+0.82%
+$174.44 
ADP Automatic Data Processing Inc.
+0.82%
+$523.2 
FULT Fulton Financial Corporation
+0.81%
+$1,878.53 
RBLX Roblox Corporation
+0.81%
+$9 
BNS Bank of Nova Scotia
+0.79%
+$365.73 
HP Helmerich & Payne Inc.
+0.79%
+$57.05 
ALLY Ally Financial Inc.
+0.79%
+$32.01 
DCMSX DFA Commodity Strategy Portfolio Institutional Class Shares
+0.79%
+$56.05 
PRU Prudential Financial, Inc.
+0.77%
+$241.15 
UPS United Parcel Service, Inc.
+0.77%
+$212.67 
ENGIY Engie S.A. Sponsored ADR
+0.75%
+$56.07 
MRNA Moderna, Inc.
+0.74%
+$110.09 
SCHW Charles Schwab Corporation
+0.74%
+$144.57 
EW Edwards Lifesciences Corporation
+0.66%
+$20.52 
HBAN Huntington Bancshares Incorporated
+0.66%
+$18.7 
IT Gartner Inc.
+0.64%
+$90.72 
XOM Exxon Mobil Corporation
+0.63%
+$20,191.6 
NOC Northrop Grumman Corporation
+0.62%
+$73.6 
GOOG Alphabet Inc
+0.62%
+$2,808.68 
GOOGL Alphabet Inc
+0.59%
+$844.35 
PCAR PACCAR Inc.
+0.57%
+$6.21 
ETSY Etsy Inc.
+0.55%
+$9.75 
C Citigroup Inc.
+0.51%
+$313.02 
ITW Illinois Tool Works Inc.
+0.5%
+$146.3 
BKNG Booking Holdings Inc.
+0.5%
+$21.75 
FAST Fastenal Co.
+0.47%
+$125.58 
CFR Cullen/Frost Bankers Inc.
+0.47%
+$87.4 
FITB Fifth Third Bancorp
+0.46%
+$16 
MTB M&T Bank Corporation
+0.45%
+$47.08 
VZ Verizon Communications Inc.
+0.44%
+$28,983.46 
SPCX Space Exploration Technologies Corp. Class A
+0.43%
+$958.86 
GD General Dynamics Corporation
+0.42%
+$214.6 
ADM Archer-Daniels-Midland Co
+0.42%
+$735.84 
VSNT Versant Media Group, Inc.
+0.4%
+$9.75 
INGR Ingredion Inc.
+0.4%
+$22,100.44 
CFG Citizens Financial Group, Inc.
+0.4%
+$8.53 
COP ConocoPhillips
+0.38%
+$249.6 
PAYX Paychex Inc.
+0.37%
+$21,251.46 
MAT Mattel Inc.
+0.36%
+$7.4 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.36%
+$16.15 
PGR Progressive Corporation
+0.35%
+$8.25 
UNP Union Pacific Corporation
+0.35%
+$776.17 
TFC Truist Financial Corporation
+0.34%
+$34.34 
AMP Ameriprise Financial, Inc.
+0.33%
+$749.34 
KO The Coca-Cola Company
+0.33%
+$28,955.72 
APLE Apple Hospitality REIT, Inc.
+0.32%
+$4 
CB Chubb Limited
+0.32%
+$32.25 
RTX RTX Corporation
+0.28%
+$100.8 
PG Procter & Gamble Co
+0.25%
+$16,438.99 
TJX The TJX Companies, Inc.
+0.24%
+$169.2 
QCOM QUALCOMM Incorporated
+0.23%
+$117.67 
CINF Cincinnati Financial Corporation
+0.23%
+$3.42 
KVUE Kenvue Inc.
+0.23%
+$16.44 
RF Regions Financial Corporation
+0.22%
+$11.57 
FSELX Fidelity Select Semiconductors Portfolio
+0.21%
+$49.92 
MSFT Microsoft Corp.
+0.18%
+$8,646.01 
HIG The Hartford Insurance Group, Inc.
+0.18%
+$20.09 
CDW CDW Corporation
+0.16%
+$21.62 
NEWFX American Funds New World Fund Class A
+0.15%
+$251.43 
FNLC The First Bancorp, Inc.
+0.14%
+$2,648.5 
DE Deere & Company
+0.13%
+$237.5 
MDLZ Mondelez International, Inc.
+0.11%
+$31.64 
ROST Ross Stores, Inc.
+0.09%
+$8.4 
BR Broadridge Financial Solutions, Inc.
+0.09%
+$9.28 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$12,583.2 
XLP Consumer Staples Select Sector SPDR Fund
+0.08%
+$24.24 
KNYJY Kone Oyj Unsponsored ADR
+0.07%
+$1.44 
NOW ServiceNow, Inc.
+0.05%
+$5.95 
EMN Eastman Chemical Company
+0.04%
+$7.83 
EPD Enterprise Products Partners L.P.
+0.03%
+$50.06 
ACIW ACI Worldwide, Inc.
+0.02%
+$3 
FRFHF Fairfax Financial Holdings Limited
+0.01%
+$6 
NVS Novartis AG Sponsored ADR
+0.01%
+$1.86 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$3.05 
AVB AvalonBay Communities, Inc.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
PSA Public Storage Common Stock
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
SWERX Schwab Target 2040 Fund
0%
$0 
SWYJX Schwab Target 2055 Index Fund
0%
$0 
SWORX Schwab Target 2055 Fund
0%
$0 
DFSMX DFA Short Term Municipal Bond Portfolio Institutional Class
0%
$0 
FRIAX Franklin Income Fund Equity & Fixed Income Mutual Fund
0%
$0 
DFGFX DFA Two-Year Global Fixed Income Portfolio
0%
$0 
SWBGX Schwab MarketTrack Balanced Portfolio
0%
$0 
SWMRX Schwab Target 2045 Fund
0%
$0 
SWCGX Schwab MarketTrack Conservative Portfolio
0%
$0 
SWHGX Schwab MarketTrack Growth Portfolio
0%
$0 
SWIRX Schwab Target 2035 Fund
0%
$0 
SWNRX Schwab Target 2050 Fund
0%
$0 
SWPRX Schwab Target 2060 Fund
0%
$0 
SWVXX Schwab Value Advantage Money Fund
0%
$0 
XPRTX Invesco Senior Loan Fund Class IB
0%
$0 
WSMAX Allspring Fd Short-Term Municipal Bond Class A
0%
$0 
FFRHX Fidelity Floating Rate High Income
0%
$0 
SRMSX DWS Short Term Municipal Bond Fund - Class S
0%
$0 
BCHI GMO Beyond China ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 FAX
FAX
0%
$0 0926
09262J102
0%
$0 8085
808515548
0%
$0 8085
808516603
0%
$0 8085
808515613
0%
$0 G200
G2004J103
0%
$0 1976
19767X589
0%
$0 0926
09260B382
0%
$0 8085
808516843
0%
$0 0014
00143W701
0%
$0 2523
25239Y493
0%
$0 2523
25239Y444
0%
$0 2523
25239Y485
0%
$0 0090
00900W647
0%
$0 0926
09260B374
0%
$0 8085
808515472
0%
$0 Y861
Y8615C114
0%
$0 J556
J55678106
0%
$0 
HHDS Highlands REIT, Inc.
-81.79%
-$542.47 
FCX Freeport-McMoRan Inc.
-6.57%
-$1,056.06 
HPE Hewlett Packard Enterprise Company
-6.23%
-$5,589.41 
FCEL FuelCell Energy, Inc.
-5.91%
-$32.34 
LRCX Lam Research Corporation
-5.64%
-$30,007.89 
VRT Vertiv Holdings Co
-5.6%
-$58.9 
INTC Intel Corporation
-5.57%
-$15,184.8 
MLI Mueller Industries Inc.
-5.53%
-$520.96 
MP MP Materials Corp.
-5.5%
-$247.75 
SETM Sprott Critical Materials ETF
-5.44%
-$255.68 
DELL Dell Technologies Inc.
-5.33%
-$4,653.65 
BHP BHP Group Ltd.
-5.3%
-$1,144.26 
ORCL Oracle Corporation
-5.29%
-$3,379.22 
REMX VanEck Rare Earth and Strategic Metals ETF
-5.27%
-$329.64 
LH Labcorp Holdings Inc.
-4.35%
-$390.88 
CPB The Campbell's Company
-4.3%
-$177.66 
EWY iShares MSCI South Korea ETF
-4.25%
-$210.6 
RIO Rio Tinto Plc Sponsored ADR
-4.2%
-$413.73 
SOUHY South32 Ltd. - American Depositary Receipt
-4.17%
-$70.31 
IMOS ChipMOS Technologies Inc.
-4.11%
-$520.8 
URA Global X Uranium ETF
-4.02%
-$88.59 
TU TELUS Corporation
-3.96%
-$216 
WPM Wheaton Precious Metals Corp.
-3.75%
-$733.75 
BAER Bridger Aerospace Group Holdings, Inc.
-3.67%
-$670 
CELH Celsius Holdings Inc.
-3.65%
-$61.61 
AGI Alamos Gold Inc.
-3.44%
-$703.58 
MRVL Marvell Technology, Inc.
-3.42%
-$104.65 
IONQ IonQ, Inc.
-3.33%
-$137.16 
AMD Advanced Micro Devices, Inc.
-3.32%
-$1,541.48 
AMAT Applied Materials, Inc.
-3.17%
-$860.72 
GLW Corning Incorporated
-3.15%
-$58.41 
WMB The Williams Companies, Inc.
-3.07%
-$1,014.09 
GIS General Mills, Inc.
-3.06%
-$104,523.29 
GIL Gildan Activewear Inc.
-3.01%
-$95.76 
GEV GE Vernova Inc.
-2.9%
-$2,560.29 
HAL Halliburton Company
-2.85%
-$946.58 
CRCL Circle Internet Group, Inc.
-2.82%
-$194.16 
SOXX iShares Semiconductor ETF
-2.77%
-$529.92 
CEG Constellation Energy Corporation
-2.71%
-$247.22 
SOLS Sollensys Corp
-2.69%
-$35.7 
SWK Stanley Black & Decker Inc.
-2.68%
-$509.22 
NLY Annaly Capital Management, Inc.
-2.68%
-$226.87 
QBTS D-Wave Quantum Inc.
-2.66%
-$56.42 
SDZNY Sandoz Group AG ADR
-2.64%
-$81.4 
SOLV Solventum Corporation
-2.62%
-$228.44 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-2.6%
-$587.93 
IGPT Invesco AI and Next Gen Software ETF
-2.6%
-$347.76 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
-2.6%
-$375.06 
WY Weyerhaeuser Company
-2.57%
-$145 
CLS Celestica Inc.
-2.56%
-$2,103.3 
MAS Masco Corporation
-2.49%
-$128.02 
CBRS Cerebras Systems Inc.
-2.48%
-$48.6 
ARTY iShares Future AI & Tech ETF
-2.46%
-$1,139.28 
IBM International Business Machines Corporation
-2.46%
-$10,572.8 
DHI D.R. Horton, Inc.
-2.41%
-$800.65 
DEHP Dimensional Emerging Markets High Profitability ETF
-2.4%
-$143.82 
NVDA NVIDIA Corporation
-2.36%
-$11,093.28 
ADBE Adobe Inc.
-2.36%
-$3,443.73 
MKSI MKS Instruments Inc.
-2.35%
-$1,508.09 
BSFIX Baron Small Cap Fund Institutional Class
-2.34%
-$1,533.6 
ZBH Zimmer Biomet Holdings, Inc.
-2.34%
-$207.74 
AMGN Amgen Inc.
-2.28%
-$661.19 
PLTR Palantir Technologies Inc.
-2.18%
-$1,099.62 
DFAE Dimensional Emerging Core Equity Market ETF
-2.17%
-$651.2 
NWL Newell Brands Inc.
-2.17%
-$36.27 
TTC The Toro Company
-2.16%
-$697 
BEP Brookfield Renewable Partners L.P.
-2.16%
-$128.25 
EEM iShares MSCI Emerging Markets ETF
-2.15%
-$2,562.21 
TYL Tyler Technologies Inc.
-2.1%
-$3,285.83 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-2.05%
-$187.32 
ES Eversource Energy
-2.04%
-$763.2 
DFEV Dimensional Emerging Markets Value ETF
-2.04%
-$99.68 
NEM Newmont Corporation
-2.01%
-$906.5 
IEMG iShares Core MSCI Emerging Markets ETF
-2.01%
-$1,396.95 
NKE Nike, Inc. - Class B
-1.99%
-$40,268.74 
IRM Iron Mountain Inc.
-1.99%
-$439.68 
SYK Stryker Corporation
-1.96%
-$253.33 
PPG PPG Industries Inc.
-1.95%
-$25.08 
KDP Keurig Dr Pepper Inc.
-1.93%
-$71.92 
MRK Merck & Co., Inc.
-1.92%
-$24,406.51 
SPGI S&P Global Inc.
-1.89%
-$31.54 
BDX Becton, Dickinson and Company
-1.87%
-$606.6 
CSCO Cisco Systems, Inc.
-1.83%
-$3,336 
SLB Schlumberger Limited
-1.82%
-$862.16 
ILMN Illumina, Inc.
-1.82%
-$26.11 
SJM The J.M. Smucker Company
-1.79%
-$30.94 
EWA iShares MSCI Australia ETF
-1.79%
-$44.52 
RC Ready Capital Corporation
-1.77%
-$24.81 
COF Capital One Financial Corporation
-1.77%
-$534.82 
ABT Abbott Laboratories
-1.76%
-$4,719.35 
FCPT Four Corners Property Trust Inc.
-1.73%
-$782.42 
WSM Williams-Sonoma, Inc.
-1.73%
-$196,637.52 
GLD SPDR Gold Shares
-1.73%
-$789.31 
LVMUY LVMH Moët Hennessy Louis Vuitton SE
-1.7%
-$119.88 
MPC Marathon Petroleum Corporation
-1.7%
-$839.48 
CAH Cardinal Health Inc.
-1.69%
-$1,109.74 
FLO Flowers Foods, Inc.
-1.69%
-$33.39 
Q Qnity Electronics Inc.
-1.68%
-$6,399.63 
IDXX IDEXX Laboratories, Inc.
-1.67%
-$293.08 
LW Lamb Weston Holdings, Inc.
-1.66%
-$80 
ACCO Acco Brands Corporation
-1.64%
-$30.45 
FIX Comfort Systems USA, Inc.
-1.6%
-$6,001.84 
PH Parker-Hannifin Corporation
-1.59%
-$60.48 
STWD Starwood Property Trust Inc.
-1.57%
-$159.75 
TMDX TransMedics Group Inc.
-1.57%
-$103.36 
TOST Toast Inc.
-1.56%
-$151.5 
UBS UBS Group AG
-1.55%
-$44.2 
VWO Vanguard FTSE Emerging Markets ETF
-1.54%
-$2,301.12 
BETE ProShares Bitcoin & Ether Equal Weight ETF
-1.54%
-$30.09 
HD The Home Depot, Inc.
-1.54%
-$1,268.82 
FFIV F5 Inc.
-1.52%
-$430.5 
SAP SAP SE Sponsored ADR
-1.52%
-$63.4 
PTH Invesco Dorsey Wright Health Care Momentum ETF
-1.51%
-$372.21 
QTUM Defiance Quantum ETF
-1.49%
-$176 
MCO Moody's Corporation
-1.48%
-$1,243.42 
CWEN Clearway Energy Inc.
-1.47%
-$132.07 
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares
-1.46%
-$3,438.59 
KTB Kontoor Brands Inc.
-1.46%
-$483.14 
ETN Eaton Corporation plc
-1.46%
-$242 
VBK Vanguard Small-Cap Growth ETF
-1.45%
-$19.88 
KMI Kinder Morgan, Inc.
-1.45%
-$60.97 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.45%
-$679.65 
CHH Choice Hotels International Inc.
-1.45%
-$171.36 
ALGN Align Technology, Inc.
-1.44%
-$26.4 
RYCEY Rolls-Royce Holdings plc
-1.43%
-$140 
META Meta Platforms Inc Class A
-1.42%
-$15,473.22 
GEHC GE HealthCare Technologies Inc.
-1.41%
-$46.92 
UL Unilever PLC Sponsored American Depositary Receipt
-1.39%
-$83,156.34 
DSCGX DFA U.S. Small Cap Growth Portfolio Institutional Class
-1.39%
-$37.13 
IBB iShares Biotechnology ETF
-1.39%
-$210.9 
IBIT iShares Bitcoin Trust
-1.38%
-$564.25 
MVTIX Transamerica Mid Cap Value Opportunities I
-1.37%
-$1,963.8 
TEQAX Touchstone Non-US Equity Fund Class A
-1.36%
-$1,207.2 
IWO iShares Russell 2000 Growth ETF
-1.36%
-$1,302.77 
CP Canadian Pacific Kansas City Limited
-1.34%
-$101.64 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.33%
-$93.72 
FSCTX Fidelity Advisor Small Cap Fund Class M
-1.33%
-$794.58 
CAT Caterpillar Inc.
-1.33%
-$6,454.68 
ACGR American Century Large Cap Growth ETF
-1.32%
-$218.54 
PWR Quanta Services Inc.
-1.32%
-$853.87 
IXUS iShares Core International Stock ETF
-1.32%
-$129 
ACP abrdn Income Credit Strategies Fund
-1.32%
-$85.73 
ARGFX Ariel Fund Investor Class
-1.32%
-$89.1 
SWSSX Schwab Small Cap Index Fund
-1.32%
-$984.69 
PDI Pimco Dynamic Income Fund
-1.31%
-$234.4 
EMR Emerson Electric Co.
-1.29%
-$4,909.18 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$1,323 
IWP iShares Russell Mid-Cap Growth ETF
-1.29%
-$720.9 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.28%
-$2,044.28 
VEU Vanguard FTSE All-World ex-US ETF
-1.28%
-$278,452.49 
MSCI MSCI Inc.
-1.27%
-$49.42 
SCHM Schwab U.S. Mid-Cap ETF
-1.26%
-$622.55 
MCK McKesson Corporation
-1.25%
-$145.47 
RELX Relx PLC Sponsored ADR
-1.25%
-$85.14 
SFM Sprouts Farmers Market, Inc.
-1.25%
-$111.93 
DG Dollar General Corporation
-1.24%
-$302.25 
ASAZY Assa Abloy AB - Unsponsored ADR
-1.24%
-$249.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$2,369.7 
MS Morgan Stanley
-1.23%
-$55.65 
VSMAX Vanguard Small-Cap Index Fund Admiral Shares
-1.23%
-$680.75 
XLB Materials Select Sector SPDR Fund
-1.23%
-$64.26 
UNH UnitedHealth Group Incorporated
-1.22%
-$715.2 
MINIX MFS International Intrinsic Value Fund Class I
-1.22%
-$125.96 
SRE Sempra
-1.22%
-$641.7 
CBRE CBRE Group Inc.
-1.22%
-$122.4 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.19%
-$291.9 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.19%
-$1,729.99 
VSGX Vanguard ESG International Stock ETF
-1.19%
-$3,699.63 
NVO Novo Nordisk A/S Sponsored ADR
-1.19%
-$21.2 
EFG iShares MSCI EAFE Growth ETF
-1.18%
-$693.6 
ERTH Invesco MSCI Sustainable Future ETF
-1.18%
-$70.2 
MWOFX MFS Global Growth Fund Class A
-1.17%
-$440.92 
FBIOX Fidelity Select Biotechnology Portfolio
-1.16%
-$26.6 
MDIJX MFS International Diversification Fund Class I
-1.16%
-$262.33 
PFPMX Parnassus Mid Cap Fund Institutional Shares
-1.16%
-$929.19 
SPTL SPDR Portfolio Long Term Treasury ETF
-1.16%
-$170.81 
SCUIX Hartford Schroders US Small Cap Opportunities Fund Class I
-1.16%
-$264 
VOT Vanguard Mid-Cap Growth ETF
-1.16%
-$65.17 
NGG National Grid plc Sponsored ADR
-1.15%
-$513.53 
SCHF Schwab International Equity ETF
-1.15%
-$171.6 
PRJZX PGIM Jennison Global Opportunities Fund Class Z
-1.15%
-$158.24 
PIIVX The Private Shares Fund Class I
-1.14%
-$43.31 
HDB HDFC Bank Limited ADR
-1.13%
-$22 
TSLA Tesla, Inc.
-1.13%
-$536.64 
EWC iShares MSCI Canada ETF
-1.13%
-$200.1 
INDA ISHARES MSCI INDIA ETF
-1.13%
-$28.6 
DFMC DFA U.S. Micro Cap Portfolio ETF
-1.13%
-$12.81 
TGT Target Corporation
-1.12%
-$6,141.9 
FMCAX Fidelity Advisor Stock Selector Mid Cap Fund - Class M
-1.12%
-$145.58 
MGIAX MFS International Intrinsic Value Fund Class A
-1.12%
-$755.44 
FESM Fidelity Enhanced Small Cap ETF
-1.12%
-$217.88 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-1.12%
-$133.5 
CNQ Canadian Natural Resources Limited
-1.11%
-$74.1 
DFSTX DFA U.S. Small Cap Portfolio Institutional Class
-1.11%
-$5,935.72 
RJF Raymond James Financial Inc.
-1.1%
-$116.1 
WCN Waste Connections Inc.
-1.1%
-$42.6 
ROK Rockwell Automation, Inc.
-1.1%
-$28.08 
UWMC UWM Holdings Corporation
-1.09%
-$22.53 
DFSCX DFA U.S. Micro Cap Portfolio Institutional Class
-1.09%
-$624.54 
VEXAX Vanguard Extended Market Index Fund Admiral Shares
-1.09%
-$3,478 
TXN Texas Instruments Inc
-1.08%
-$89,560.38 
QQQM Invesco NASDAQ 100 ETF
-1.07%
-$380.4 
RPMGX T. Rowe Price Mid-Cap Growth Fund
-1.07%
-$393.76 
ATO Atmos Energy Corporation
-1.07%
-$129.94 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$2,739.6 
VEUSX Vanguard European Stock Index Fund Admiral Shares
-1.06%
-$307.34 
ARTIX Artisan International Fund Investor Class
-1.06%
-$124.2 
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares
-1.06%
-$2,264.4 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.06%
-$880.84 
VPU Vanguard Utilities ETF
-1.05%
-$1,829.1 
ADI Analog Devices, Inc.
-1.05%
-$737.26 
KOMP SPDR S&P Kensho New Economies Composite ETF
-1.04%
-$177.22 
CWI SPDR MSCI ACWI ex-US ETF
-1.04%
-$738.31 
DIHP Dimensional International High Profitability Portfolio
-1.04%
-$75.96 
VB Vanguard Small-Cap ETF
-1.04%
-$1,802.55 
DILRX DFA International Large Cap Growth Portfolio
-1.03%
-$21.34 
GSK GSK plc Sponsored ADR
-1.03%
-$690.5 
VGT Vanguard Information Technology ETF
-1.03%
-$256.68 
BMY Bristol-Myers Squibb Company
-1.02%
-$1,326.6 
PTY PIMCO Corporate & Income Opportunity Fund
-1.02%
-$83.4 
TT Trane Technologies plc
-1.02%
-$149.49 
QSERX AQR Small Cap Multi-Style Fund Class R6
-1.02%
-$270.02 
PMAQX Principal MidCap Fund Class R6
-1.02%
-$568.67 
LOW Lowe's Companies Inc.
-1.01%
-$572.26 
MCHI iShares MSCI China ETF
-1.01%
-$51.84 
VGSLX Vanguard Real Estate Index Fund Admiral Shares
-1.01%
-$1,031.61 
AVGO Broadcom Inc.
-1.01%
-$2,825.9 
DFREX DFA Real Estate Securities Fund - Institutional Class
-1.01%
-$1,379.25 
IWM iShares Russell 2000 ETF
-1%
-$26.19 
SHW The Sherwin-Williams Company
-1%
-$48.08 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-0.99%
-$92.34 
RWO SPDR Dow Jones Global Real Estate ETF
-0.99%
-$192.54 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.98%
-$127.2 
AVDV Avantis International Small Cap Value ETF
-0.98%
-$145.2 
TRMB Trimble Inc.
-0.98%
-$70 
SWISX Schwab International Index Fund
-0.98%
-$794.88 
IWF iShares Russell 1000 Growth ETF
-0.97%
-$975.8 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.97%
-$378.62 
SOPYX ClearBridge Dividend Strategy Fund Class I
-0.96%
-$37.76 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.96%
-$165.06 
DFSPX DFA International Sustainability Core 1 Portfolio
-0.96%
-$1,071 
AEP American Electric Power Company, Inc.
-0.96%
-$120 
JORNX Janus Henderson Global Select Fund Class T
-0.96%
-$218.4 
DFSI Dimensional International Sustainability Core 1 ETF
-0.96%
-$1,527.1 
SCHV Schwab U.S. Large-Cap Value ETF
-0.96%
-$19.8 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$734.14 
CLX The Clorox Company
-0.94%
-$30,832.36 
MMM 3M Company
-0.94%
-$506.85 
PMDIX Principal Small-MidCap Dividend Income Fund Institutional Class
-0.94%
-$31.92 
NUE Nucor Corporation
-0.93%
-$759.15 
VTRIX Vanguard International Value Fund Investor Shares
-0.92%
-$1,210.05 
MDY SPDR S&P MidCap 400 ETF Trust
-0.92%
-$37.62 
VO Vanguard Mid-Cap ETF
-0.91%
-$358.16 
IWR iShares Russell Mid-Cap ETF
-0.91%
-$500 
DODFX Dodge & Cox International Stock Fund Class I
-0.91%
-$364.14 
PRBLX Parnassus Core Equity Fund Investor Shares
-0.9%
-$2,324.3 
PRILX Parnassus Core Equity Fund – Institutional Shares
-0.9%
-$680.9 
QQQI Neos NASDAQ-100 High Income ETF
-0.9%
-$22.54 
NOSGX Northern Small Cap Value Fund
-0.89%
-$40.48 
NBSRX Neuberger Berman Sustainable Equity Fund Investor Class
-0.89%
-$46.98 
TXT Textron Inc.
-0.89%
-$230.75 
DIHRX Dimensional International High Relative Profitability Portfolio
-0.89%
-$18.75 
DFIC Dimensional International Core Equity Market ETF
-0.89%
-$205.62 
IEUR iShares Core MSCI Europe ETF
-0.88%
-$359.12 
BLK BlackRock, Inc.
-0.87%
-$431.02 
YUM Yum! Brands, Inc.
-0.87%
-$434.7 
RDVY First Trust Rising Dividend Achievers ETF
-0.87%
-$1,600.9 
TBGVX Tweedy, Browne International Value Fund
-0.87%
-$263.76 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.86%
-$192.66 
VT Vanguard Total World Stock ETF
-0.86%
-$29,160.78 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$473.55 
VGK Vanguard FTSE Europe ETF
-0.86%
-$3,540.97 
DFAI Dimensional International Core Equity Market ETF
-0.85%
-$526.33 
PRWAX T. Rowe Price All-Cap Opportunities Fund
-0.85%
-$2,468.82 
DUK Duke Energy Corporation
-0.85%
-$912.25 
IPAC iShares Core MSCI Pacific ETF
-0.85%
-$370.11 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$902.7 
BAX Baxter International Inc.
-0.84%
-$37.1 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.84%
-$216.72 
DUHP Dimensional US High Profitability ETF
-0.84%
-$24,549 
DFALX DFA Large Cap International Portfolio Institutional Class
-0.84%
-$397.32 
EFA iShares MSCI EAFE ETF
-0.83%
-$984.34 
PSX Phillips 66
-0.83%
-$433 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.83%
-$222.29 
DFAW Dimensional World Equity ETF
-0.83%
-$2,592.1 
CFJIX Calvert US Large Cap Value Responsible Index Fund Class I
-0.82%
-$18.2 
QICRX AQR International Multi-Style Fund Class R6
-0.81%
-$1,633.44 
USIFX Victory International Fund
-0.81%
-$506.63 
FFLC Fidelity Large Cap Core Fund
-0.81%
-$166.84 
SBUX Starbucks Corporation
-0.81%
-$26,024.52 
MFEIX MFS Growth Fund Class I
-0.81%
-$785.18 
MFEGX MFS Growth Fund Class A
-0.81%
-$280.77 
ALTFX AllianceBernstein Sustainable Global Thematic Fund Class A
-0.81%
-$232.96 
POVSX Putnam International Equity Fund Class A
-0.81%
-$77 
AWR American States Water Co.
-0.8%
-$1,709.68 
MATV Mativ Holdings Inc.
-0.8%
-$21 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.8%
-$22.08 
SCWFX American Funds Smallcap World Fund Inc. Class F-1
-0.8%
-$71.94 
FDGRX Fidelity Growth Company Fund
-0.79%
-$84.13 
SMCWX American Funds SMALLCAP World Fund Class A
-0.79%
-$2,489.56 
FXU First Trust Utilities AlphaDEX Fund
-0.79%
-$260.48 
FNIAX Fidelity Advisor New Insights Fund Class A
-0.79%
-$2,386.4 
DFGEX DFA Global Real Estate Securities Portfolio
-0.78%
-$2,571.39 
IEF iShares 7-10 Year Treasury Bond ETF
-0.78%
-$150.15 
DFCF Dimensional Core Fixed Income ETF
-0.78%
-$86,290.24 
FNITX Fidelity Advisor New Insights Fund Class M
-0.78%
-$426.96 
WEC WEC Energy Group Inc.
-0.77%
-$22.14 
WAT Waters Corporation
-0.77%
-$56.16 
POAGX PRIMECAP Odyssey Aggressive Growth Fund
-0.77%
-$99.84 
DFFVX DFA U.S. Targeted Value Portfolio Institutional Class
-0.77%
-$389.64 
GPC Genuine Parts Company
-0.77%
-$100.88 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.77%
-$244.62 
VEVIX Victory Sycamore Established Value Fund Class I
-0.76%
-$187.98 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.76%
-$30,321.27 
VWNFX Vanguard Windsor II Fund Investor Shares
-0.75%
-$1,248 
IWS iShares Russell Mid-Cap Value ETF
-0.75%
-$2,028.75 
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares
-0.75%
-$198.4 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$74,101.02 
EES WisdomTree U.S. SmallCap Fund
-0.74%
-$49.5 
DFSVX DFA U.S. Small Cap Value Portfolio Institutional Class
-0.73%
-$3,862.62 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$3,866.86 
AOK iShares Core Conservative Allocation ETF
-0.73%
-$139.2 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.73%
-$87.2 
VTRS Viatris Inc.
-0.73%
-$106.2 
GMOI GMO International Value ETF
-0.73%
-$480 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.72%
-$1,288.82 
VTV Vanguard Value ETF
-0.72%
-$1,286.28 
BA Boeing Company
-0.72%
-$50.66 
DFNL Davis Select Financial ETF
-0.72%
-$166.66 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.72%
-$7.2 
DISV Dimensional International Small Cap Equity Fund
-0.72%
-$57.92 
FWMIX American Funds Washington Mutual Investors Fund Class F-3
-0.72%
-$149.94 
AWSHX American Funds Washington Mutual Investors Fund Class A
-0.72%
-$6,368.4 
VTIAX Vanguard Total International Stock Index Fund Admiral Shares
-0.72%
-$2,800.92 
DFGP Dimensional Global Core Fixed Income Fund
-0.72%
-$684.38 
MAR Marriott International Inc. - Class A
-0.71%
-$23.65 
SUSA iShares MSCI USA ESG Select ETF
-0.71%
-$374.07 
EXC Exelon Corporation
-0.71%
-$28.83 
FBGRX Fidelity Blue Chip Growth Fund
-0.71%
-$4,232.11 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.7%
-$27.52 
AMCPX American Funds AMCAP Fund Class A
-0.7%
-$2,340.8 
MKC McCormick & Company, Incorporated
-0.7%
-$7.2 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$385.9 
ED Consolidated Edison, Inc.
-0.7%
-$48,678 
VOE Vanguard Mid-Cap Value ETF
-0.69%
-$47.02 
JACTX Janus Henderson Forty Fund Class T
-0.69%
-$764.4 
SOFI SoFi Technologies, Inc.
-0.69%
-$10.68 
POGRX Primecap Odyssey Growth Fund
-0.69%
-$86.72 
DFIEX DFA International Core Equity 2 Portfolio Institutional Class
-0.69%
-$9,983.68 
VHT Vanguard Health Care ETF
-0.69%
-$129 
DFUV Dimensional US Marketwide Value ETF
-0.69%
-$569.01 
YUMC Yum China Holdings Inc.
-0.68%
-$100.05 
IWN iShares Russell 2000 Value ETF
-0.68%
-$895.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$194.18 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.68%
-$265.3 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$24.45 
SEQUX Sequoia Fund
-0.67%
-$91.74 
MEIAX MFS Value Fund Class A
-0.66%
-$407.52 
SGIIX First Eagle Global Fund Class I
-0.66%
-$400.8 
DFUS Dimensional U.S. Equity Market ETF
-0.66%
-$86,705.3 
SWYNX Schwab Target 2060 Index Fund Institutional Shares
-0.66%
-$138.72 
SO The Southern Company
-0.66%
-$44,507.46 
MEIIX MFS Value Fund Class I
-0.66%
-$819.72 
SWYOX Schwab Target 2065 Index Fund
-0.66%
-$422.73 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$18,797.65 
OAKBX Oakmark Equity and Income Fund Investor Class
-0.65%
-$136.89 
IWV ISHARES RUSSELL 3000 ETF
-0.65%
-$166.68 
AMAGX Amana Growth Fund Investor
-0.65%
-$26.22 
ESGU iShares ESG Aware MSCI USA ETF
-0.65%
-$23.76 
VGHAX Vanguard Health Care Fund Admiral Shares
-0.65%
-$1,002.06 
DFSIX DFA U.S. Sustainability Core 1 Portfolio
-0.64%
-$683.39 
DODBX Dodge & Cox Balanced Fund Class I
-0.64%
-$82.44 
AMECX American Funds The Income Fund of America® Class A
-0.64%
-$1,459.8 
DFUEX DFA U.S. Social Core Equity 2 Portfolio Institutional Class
-0.64%
-$921.12 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.63%
-$153.27 
FDXF FedEx Freight Holding Company Inc.
-0.63%
-$54.51 
AGG iShares Core U.S. Aggregate Bond ETF
-0.63%
-$27.45 
SWEGX Schwab MarketTrack All Equity Portfolio
-0.63%
-$11,360.29 
DURPX Dimensional U.S. High Relative Profitability Portfolio Institutional Class
-0.63%
-$10.64 
DFISX DFA International Small Company Portfolio Institutional Class
-0.63%
-$1,245.6 
AUIYX AB Equity Income Fund Advisor Class
-0.62%
-$59.28 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.62%
-$186.39 
FVDFX Fidelity Value Discovery Fund
-0.62%
-$10.73 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.62%
-$12,643.96 
HRL Hormel Foods Corporation
-0.62%
-$1,921.4 
ESGV Vanguard ESG U.S. Stock ETF
-0.62%
-$5,217.14 
DFVEX DFA U.S. Vector Equity Portfolio Institutional Class
-0.62%
-$5,948.36 
RSG Republic Services, Inc.
-0.62%
-$79.46 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$111,601.18 
VTWAX Vanguard Total World Stock Index Fund Admiral Shares
-0.61%
-$7 
HYD VanEck High Yield Muni ETF
-0.61%
-$424.5 
ANCFX American Funds Fundamental Investors® Class A
-0.61%
-$9,291.24 
VEIPX Vanguard Equity-Income Fund Investor Shares
-0.61%
-$1,587 
SWYMX Schwab Target 2050 Index Fund
-0.61%
-$138.3 
VQNPX Vanguard Growth and Income Fund Investor Shares
-0.6%
-$53.1 
FIFAX American Funds Income Fund of America Class F-3
-0.6%
-$83.98 
VWUSX Vanguard U.S. Growth Fund Investor Shares
-0.6%
-$161 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$1,069.75 
VOO Vanguard S&P 500 ETF
-0.6%
-$11,035.2 
DSEFX Domini Impact Equity Fund Investor Shares
-0.59%
-$301.25 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$1,898.08 
ZTS Zoetis Inc.
-0.59%
-$97.87 
AIVSX American Funds Investment Company of America Class A
-0.59%
-$2,351.82 
SWTSX Schwab Total Stock Market Index Fund
-0.59%
-$23.98 
IVV iShares Core S&P 500 ETF
-0.59%
-$1,920.71 
SWYHX Schwab Target 2045 Index Fund
-0.59%
-$68.18 
TILVX Nuveen Large Cap Value Index Fund R6
-0.58%
-$941.6 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$51.12 
TVAFX Thornburg Small/Mid Cap Core Fund Class A
-0.58%
-$120.84 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.58%
-$1,793.4 
DFVQX DFA International Vector Equity I Fund Institutional Class
-0.58%
-$2,715.72 
SWYGX Schwab Target 2040 Index Fund
-0.58%
-$49.53 
EWJ iShares MSCI Japan ETF
-0.58%
-$38.08 
NI NiSource Inc.
-0.58%
-$67.68 
DFQTX DFA U.S. Core Equity II Portfolio Institutional Class
-0.57%
-$9,781.99 
GILD Gilead Sciences Inc.
-0.57%
-$99.36 
WPC W. P. Carey Inc.
-0.57%
-$5.6 
VVOAX Invesco Value Opportunities Fund Class A
-0.57%
-$151.68 
BLZRU Trailblazer Acquisition Corp. Unit
-0.57%
-$11.35 
XLE Energy Select Sector SPDR Fund
-0.57%
-$836.94 
SHSAX BlackRock Health Sciences Opportunities Fund, Investor A
-0.56%
-$231.84 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.56%
-$1,008.15 
DFIVX Dimensional International Value Portfolio Institutional Class
-0.56%
-$450.68 
BNDX Vanguard Total International Bond ETF
-0.56%
-$10,084.84 
FPURX Fidelity Puritan Fund
-0.56%
-$235.68 
GFBLX American Funds Global Balanced Fund Class F-3
-0.56%
-$102.24 
AVY Avery Dennison Corporation
-0.55%
-$93.06 
DFAT Dimensional US Targeted Value ETF
-0.55%
-$546.39 
FCNTX Fidelity Contrafund
-0.55%
-$664.05 
RWR SPDR Dow Jones REIT ETF
-0.55%
-$495.93 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$176.4 
DFVIX DFA International Value Portfolio III
-0.55%
-$135.36 
DGEIX DFA Global Equity Portfolio Institutional Class
-0.55%
-$109,984.75 
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares
-0.55%
-$18,513.3 
DFEOX DFA U.S. Core Equity 1 Portfolio Institutional Class
-0.55%
-$430.28 
VASGX Vanguard LifeStrategy Growth Fund Investor Shares
-0.55%
-$107.57 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.55%
-$25.9 
DFSU Dimensional US Sustainability Core 1 ETF
-0.55%
-$2,070.9 
IHAK iShares Cybersecurity and Tech ETF
-0.55%
-$183.6 
DNP DNP Select Income Fund Inc.
-0.54%
-$126.73 
TDV ProShares S&P Technology Dividend Aristocrats ETF
-0.54%
-$23,566.68 
VCITX Vanguard California Long-Term Tax-Exempt Fund Investor Shares
-0.54%
-$30.06 
IEI iShares 3-7 Year Treasury Bond ETF
-0.54%
-$94.86 
VDIGX Vanguard Dividend Growth Fund Investor Shares
-0.54%
-$2,675.46 
DD DuPont de Nemours, Inc.
-0.53%
-$1,379.04 
SWYFX Schwab Target 2035 Index Fund Institutional Shares
-0.53%
-$385.66 
QCERX AQR Large Cap Multi-Style Fund Class R6
-0.53%
-$3,966.56 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.52%
-$8.84 
MITTX MFS Massachusetts Investors Trust Class A
-0.52%
-$100.8 
PRGFX T. Rowe Price Growth Stock Fund
-0.51%
-$1,089.27 
SCMBX DWS Managed Municipal Bond Fund - Class S
-0.51%
-$42.8 
CAIBX American Funds Capital Income Builder Class A
-0.51%
-$698.75 
MGC Vanguard Mega Cap ETF
-0.51%
-$98.67 
SDY SPDR S&P Dividend ETF
-0.51%
-$9,668.88 
VMATX Vanguard Massachusetts Tax-Exempt Fund Investor Shares
-0.51%
-$288.55 
BGRN iShares USD Green Bond ETF
-0.51%
-$9.92 
APGYX AB Large Cap Growth Fund Advisor Class
-0.51%
-$172.28 
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
-0.51%
-$1,190 
SWDSX Schwab Dividend Equity Fund
-0.51%
-$329.1 
SSNC SS&C Technologies Holdings Inc.
-0.5%
-$21.6 
VUG Vanguard Growth ETF
-0.5%
-$2,335.08 
FAEGX Fidelity Advisor Equity Growth Fund Class M
-0.5%
-$400.68 
PCCOX T. Rowe Price U.S. Equity Research Fund, Class I
-0.5%
-$145.92 
DFIP Dimensional Inflation-Protected Securities ETF
-0.5%
-$3,804.6 
ANEFX American Funds The New Economy Fund® Class A
-0.5%
-$339.7 
DRILX Dimensional 2060 Target Date Retirement Income Fund – Institutional Class
-0.5%
-$680.68 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$28.28 
DRIHX Dimensional 2040 Target Date Retirement Income Fund Institutional Class
-0.49%
-$26.64 
SWDRX Schwab Target 2030 Fund
-0.49%
-$613.89 
DFUSX Dimensional U.S. Large Company Portfolio Institutional Class
-0.49%
-$694 
NTIOF National Bank of Canada
-0.49%
-$206.25 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$580.32 
VDE Vanguard Energy ETF
-0.48%
-$734.25 
CVX Chevron Corporation
-0.48%
-$1,825.16 
VFIAX Vanguard 500 Index Fund Admiral Shares
-0.48%
-$18,587.91 
DRIJX Dimensional 2050 Target Date Retirement Income Fund Institutional Class
-0.48%
-$38.76 
DFIV Dimensional International Value ETF
-0.48%
-$6,282.92 
FXAIX Fidelity 500 Index Fund
-0.48%
-$4,858.88 
TEEFX T. Rowe Price Tax-Efficient Equity Fund I Class
-0.48%
-$175.95 
PEOPX BNY Mellon S&P 500 Index Fund
-0.48%
-$395.67 
PRF Invesco FTSE RAFI US 1000 ETF
-0.47%
-$390.87 
DRIIX Dimensional 2045 Target Date Retirement Income Fund Institutional Class
-0.47%
-$22.99 
USSPX Victory 500 Index Fund Member Shares
-0.47%
-$325.16 
SWYEX Schwab Target 2030 Index Fund Institutional Shares
-0.47%
-$618.48 
ACAZX Alger Capital Appreciation Fund Class Z
-0.47%
-$165.84 
DISVX DFA International Small Cap Value Portfolio Institutional Class
-0.47%
-$1,414.74 
PFE Pfizer Inc.
-0.47%
-$1,857.57 
SABR Sabre Corporation
-0.47%
-$68.36 
PEIYX Putnam Large Cap Value Fund Class Y
-0.47%
-$112.77 
ABALX American Funds American Balanced Fund Class A
-0.47%
-$1,268.25 
AFMBX American Balanced Fund F-3
-0.47%
-$159.22 
USMV iShares MSCI USA Min Vol Factor ETF
-0.46%
-$594.78 
PMYAX Putnam Core Equity Fund Class A
-0.46%
-$346.5 
FASMX Fidelity Asset Manager 50% Fund
-0.46%
-$117.37 
ILCB iShares Morningstar U.S. Equity ETF
-0.46%
-$293.02 
OEF iShares S&P 100 ETF
-0.46%
-$271.61 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.46%
-$996.12 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$120,612.94 
SWPPX Schwab S&P 500 Index Fund
-0.45%
-$13,525.74 
ROP Roper Technologies Inc.
-0.45%
-$28.32 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.45%
-$218.28 
TILIX Nuveen Large Cap Growth Index Fund R6
-0.45%
-$732.96 
VSDA VictoryShares Dividend Accelerator ETF
-0.45%
-$18.39 
PEYAX Putnam Large Cap Value Fund Class A
-0.44%
-$153 
JEMSX JPMorgan Emerging Markets Equity Fund Class I
-0.44%
-$644.64 
PRFDX T. Rowe Price Equity Income Fund
-0.44%
-$375.8 
NSRGY Nestle S.A. Sponsored ADR
-0.44%
-$33.18 
TADAX Transamerica US Growth Fund Class A
-0.44%
-$115.05 
JNK SPDR Bloomberg High Yield Bond ETF
-0.44%
-$9.13 
CRM Salesforce Inc
-0.43%
-$94.34 
WTRG Essential Utilities Inc.
-0.43%
-$23,095.44 
VWELX Vanguard Wellington Fund Investor Shares
-0.42%
-$564 
SWOBX Schwab Balanced Fund
-0.42%
-$280.88 
AQEAX Columbia Disciplined Core Fund Class A
-0.42%
-$399.63 
DGSIX DFA Global Allocation 60/40 Portfolio
-0.42%
-$7,616.4 
GE General Electric Company
-0.42%
-$512.72 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.42%
-$35.17 
DFSV Dimensional US Small Cap Value ETF
-0.42%
-$446.65 
TTE TotalEnergies SE
-0.41%
-$35.72 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.41%
-$30,312.56 
VPADX Vanguard Pacific Stock Index Fund Admiral Shares
-0.41%
-$192.6 
AFTFX American Funds Tax-Exempt Bond Fund® Class F-1
-0.41%
-$89 
MRCY Mercury Systems Inc.
-0.41%
-$130.68 
IGFFX American Funds International Growth and Income Fund Class F-2
-0.41%
-$17.43 
IGAAX American Funds International Growth and Income Fund Class A
-0.41%
-$271.95 
VGIIX JPMorgan U.S. Value Fund I
-0.4%
-$100.8 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.4%
-$69.81 
TMO Thermo Fisher Scientific Inc.
-0.4%
-$203.57 
FBALX Fidelity Balanced Fund
-0.4%
-$705.32 
RHHBY Roche Holding AG
-0.39%
-$42 
SWHRX Schwab Target 2025 Fund
-0.39%
-$330.36 
MA Mastercard Incorporated
-0.39%
-$179.58 
VWINX Vanguard Wellesley Income Fund Investor Shares
-0.39%
-$360.4 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.38%
-$12,324.6 
PRWCX T. Rowe Price Capital Appreciation Fund
-0.38%
-$1,058.85 
VWIAX Vanguard Wellesley Income Fund Admiral Shares
-0.38%
-$47.52 
PONAX PIMCO Income Fund Class A
-0.37%
-$8.2 
WFTAX Allspring Intermediate Tax/AMT-Free Fund A
-0.37%
-$45.92 
VTABX Vanguard Total International Bond Index Fund Admiral Shares
-0.37%
-$778.61 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.37%
-$64.52 
COFYX Columbia Contrarian Core Fund Class I3
-0.36%
-$185.28 
VCAIX Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares
-0.35%
-$19.88 
ARIDX AMG River Road Dividend All Cap Value Fund Class I
-0.35%
-$9.52 
SNY Sanofi American Depositary Receipt
-0.35%
-$15.75 
DRIUX Dimensional 2025 Target Date Retirement Income Fund Institutional Class
-0.35%
-$8.92 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
-0.35%
-$41.82 
SEEGX JPMorgan Large Cap Growth Fund Class I
-0.34%
-$64.96 
BSV Vanguard Short-Term Bond ETF
-0.34%
-$25.7 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.34%
-$15.3 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$29.12 
FWGIX American Funds Capital World Growth and Income Fund, Class F-3
-0.34%
-$53.48 
CWGIX American Funds Capital World Growth and Income Fund Class A
-0.34%
-$3,248.84 
AXP American Express Company
-0.33%
-$1,451.98 
CTVA Corteva Inc.
-0.33%
-$61.6 
PMVAX Putnam Sustainable Future Fund Class A
-0.33%
-$24.44 
JPM JPMorgan Chase & Co.
-0.33%
-$1,161.16 
PNRAX Putnam Research Fund Class A
-0.33%
-$54.18 
ALLE Allegion plc
-0.32%
-$9.8 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$940.94 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.32%
-$16.65 
SCHY Schwab International Dividend Equity ETF
-0.32%
-$46.83 
VVIAX Vanguard Value Index Fund Admiral Shares
-0.32%
-$95.48 
FDVV Fidelity High Dividend ETF
-0.32%
-$16.2 
AMCR Amcor plc
-0.31%
-$73.58 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$317.46 
GFAFX American Funds The Growth Fund of America Class F-1
-0.31%
-$539.19 
IFF International Flavors & Fragrances Inc.
-0.31%
-$13 
CGNX Cognex Corporation
-0.31%
-$805.41 
XLF Financial Select Sector SPDR Fund
-0.31%
-$254.1 
PEGZX PGIM Jennison Mid-Cap Growth Fund - Class Z
-0.31%
-$6.48 
AGTHX American Funds The Growth Fund of America Class A
-0.3%
-$3,113.91 
RCL Royal Caribbean Group
-0.3%
-$9.3 
PEMMX Putnam Emerging Markets Equity Fund Class A
-0.3%
-$25.9 
OGN Organon & Co.
-0.29%
-$14.88 
ACITX American Century Inflation Adjusted Bond Fund Investor Class
-0.29%
-$17.04 
IWD iShares Russell 1000 Value ETF
-0.28%
-$340.75 
MDT Medtronic plc
-0.28%
-$15,286.74 
KRG Kite Realty Group Trust
-0.27%
-$107.59 
JNJ Johnson & Johnson
-0.27%
-$27,100.7 
DFLVX DFA US Large Cap Value Portfolio Institutional Class
-0.26%
-$791.28 
PDBZX PGIM Total Return Bond Fund Class Z
-0.26%
-$72.96 
DFUVX DFA US Large Cap Value III Portfolio Institutional Class
-0.25%
-$220.33 
CWBFX American Funds Capital World Bond Fund Class A
-0.25%
-$23.32 
WFC Wells Fargo & Company
-0.25%
-$58.02 
VGSH Vanguard Short-Term Treasury Fund
-0.24%
-$1,019.34 
DWFIX DFA World ex U.S. Government Fixed Income Portfolio Institutional Class
-0.24%
-$14.26 
DODIX Dodge & Cox Income Fund Class I
-0.24%
-$35.91 
ANWFX American Funds New Perspective Fund® Class F-2
-0.24%
-$28.44 
ANWPX American Funds New Perspective Fund Class A
-0.24%
-$444.42 
AFL Aflac Inc.
-0.23%
-$12.42 
NEE NextEra Energy, Inc.
-0.23%
-$15,360.36 
AEGFX American Funds EuroPacific Growth Fund Class F-1
-0.23%
-$14.4 
CME CME Group Inc.
-0.23%
-$112.77 
SWAGX Schwab U.S. Aggregate Bond Index Fund
-0.23%
-$39.12 
AEPGX American Funds EUPAC Fund Class A
-0.23%
-$218.55 
DFCEX DFA Emerging Markets Core Equity 2 Portfolio Institutional Class
-0.23%
-$2,226.16 
RWGFX Wedgewood Fund Retail Class
-0.23%
-$54.42 
TSBRX Nuveen Core Impact Bond Fund Class A
-0.23%
-$47.86 
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares
-0.21%
-$5,515.5 
DFTEX DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares
-0.21%
-$457.26 
ECL Ecolab Inc.
-0.21%
-$3.99 
AUEIX AQR Large Cap Defensive Style Fund Class I
-0.21%
-$57.84 
EBC Eastern Bankshares, Inc.
-0.21%
-$9 
VCRRX Versus Capital Real Assets Fund LLC
-0.21%
-$77.16 
DGTSX DFA Global Allocation 25/75 Portfolio Institutional Class
-0.21%
-$508.17 
KMB Kimberly-Clark Corporation
-0.2%
-$9,679.4 
DFGBX DFA Five-Year Global Fixed Income Portfolio
-0.2%
-$2,940.42 
DFAPX DFA Investment Grade Portfolio Institutional Class
-0.2%
-$180.76 
WOBDX JPMorgan Core Bond Fund Class I
-0.2%
-$118.84 
VMLUX Vanguard Limited-Term Tax-Exempt Fund Admiral Shares
-0.18%
-$19.8 
DIPSX DFA Inflation-Protected Securities Portfolio Institutional Class
-0.18%
-$1,625.82 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.18%
-$3,025.8 
MCD McDonald's Corporation
-0.18%
-$10,476.19 
PRMTX T. Rowe Price Communications & Technology Fund Investor Class
-0.17%
-$375.13 
AMZN Amazon.com Inc
-0.17%
-$2,627.62 
VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
-0.17%
-$72.82 
TROW T. Rowe Price Group, Inc.
-0.17%
-$11.34 
MFBFX MFS Corporate Bond Fund Class A
-0.17%
-$3.68 
RMD ResMed Inc.
-0.16%
-$70.56 
HLN Haleon Plc - ADR
-0.16%
-$20.58 
CL Colgate-Palmolive Company
-0.16%
-$649.46 
SHOP Shopify Inc.
-0.15%
-$120.9 
BAC Bank of America Corporation
-0.15%
-$33.06 
PEG Public Service Enterprise Group Incorporated
-0.15%
-$8.58 
DFEVX DFA Emerging Markets Value Portfolio Institutional Class
-0.15%
-$11.62 
VPMAX Vanguard Primecap Fund Admiral Shares
-0.15%
-$130.56 
GTEYX Gateway Fund Class Y Shares
-0.15%
-$106.72 
DOC Healthpeak Properties, Inc.
-0.15%
-$10.35 
LLY Eli Lilly and Company
-0.13%
-$797.63 
DVY iShares Select Dividend ETF
-0.12%
-$104.31 
COKE Coca-Cola Consolidated Inc.
-0.12%
-$14.74 
DFSHX DFA Selectively Hedged Global Fixed Income Ptf
-0.11%
-$136.46 
SWSBX Schwab Short-Term Bond Index Fund
-0.1%
-$98.37 
OKE ONEOK, Inc.
-0.1%
-$153.5 
VERS ProShares Metaverse ETF
-0.1%
-$2.22 
VUSB Vanguard Ultra-Short Bond ETF
-0.1%
-$266.95 
JPST JPMorgan Ultra-Short Income ETF
-0.1%
-$16.8 
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares
-0.1%
-$228.43 
DFEQX DFA Short-Term Extended Quality Portfolio Institutional Class
-0.1%
-$655.09 
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares
-0.1%
-$70.71 
SHYL Xtrackers Short Duration High Yield Bond ETF
-0.09%
-$55.88 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.09%
-$1.62 
ADRNY Koninklijke Ahold Delhaize N.V.
-0.08%
-$6.21 
CVS CVS Health Corporation
-0.08%
-$66.53 
WMT Walmart Inc.
-0.08%
-$7,341.52 
WELL Welltower Inc.
-0.06%
-$17.25 
QTERX AQR Emerging Multi-Style II Fund Class R6
-0.06%
-$73.7 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.06%
-$2,463.21 
TEL TE Connectivity plc
-0.05%
-$19 
SHLD Global X Defense Tech ETF
-0.05%
-$9.36 
VSCSX Vanguard Short-Term Corporate Bond Index Fund Admiral Shares
-0.05%
-$25.89 
D Dominion Energy, Inc.
-0.05%
-$0.66 
PEP PepsiCo, Inc.
-0.04%
-$2,438.2 
JAAA Janus Henderson AAA CLO ETF
-0.04%
-$1.86 
WMMVY Walmart de Mexico S.A.B. de C.V. Sponsored ADR
-0.04%
-$16.16 
VDC VANGUARD CONSUMER STAPLES ETF
-0.04%
-$58.16 
V Visa Inc. Class A
-0.03%
-$51.84 
COST Costco Wholesale Corporation
-0.02%
-$60.99 
PULS PGIM Ultra Short Bond ETF
-0.02%
-$1.12 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.02%
-$6.47 
GRMN Garmin Ltd.
-0.01%
-$0.9 
NSC Norfolk Southern Corporation
-0.01%
-$1.05 
VGUS Vanguard Ultra Short-Term Treasury Fund
-0.01%
-$1,448.74 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6642 | Longs Won 4748/6642 71% | Profit Factor 6.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $210,353.87 |
| Average Win $30,175.66 | Best Trade (Aug 17) $8.89M | Sharpe Ratio -10.46 |
| Average Loss -$11,076.03 | Worst Trade (Sep 10) -$2.42M | Z-Score 31.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 4d | Expectancy $18,444.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0014 00143W701 | 153 | $4.51 | $5 | - | $0.49 | 10.86% | 0.0 |
| 0090 00900W647 | 1,469 | $40.93 | $37 | - | -$3.93 | -9.6% | 0.0 |
| 0926 09260B374 | 5,084 | $49.21 | $49 | - | -$0.21 | -0.43% | 0.0 |
| 0926 09260B382 | 7,973 | $77 | $77 | - | - | - | 0.0 |
| 0926 09262J102 | 165 | $2 | $2 | - | - | - | 0.0 |
| 1976 19767X589 | 117 | $3.23 | $4 | - | $0.77 | 23.84% | 0.0 |
| 2523 25239Y444 | 158 | $4 | $4 | - | - | - | 0.0 |
| 2523 25239Y485 | 287 | $4 | $4 | - | - | - | 0.0 |
| 2523 25239Y493 | 1,226 | $15 | $15 | - | - | - | 0.0 |
| 8085 808515472 | 2.88M | $2,880.6 | $2,879.99 | - | -$0.61 | -0.02% | 0.0 |
| 8085 808515548 | 23.51M | $23,512.5 | $23,512.5 | - | - | - | 0.0 |
| 8085 808515613 | 411,137 | $410.89 | $411.01 | - | $0.12 | 0.03% | 0.0 |
| 8085 808516603 | 72,307 | $86.33 | $89 | - | $2.67 | 3.09% | 0.0 |
| 8085 808516843 | 2,758 | $58 | $58 | - | - | - | 0.0 |
| AAPL Apple Inc. | 50,410 | $7.41M | $16.46M | - | $9.06M | 122.28% | +3.561% |
| ABALX American Funds American Balanced Fund Class A | 6,675 | $235,924.72 | $271,405.5 | - | $35,480.78 | 15.04% | -0.465% |
| ABBV AbbVie Inc. | 522 | $81,093.62 | $133,102.17 | - | $52,008.55 | 64.13% | +1.624% |
| ABT Abbott Laboratories | 2,551 | $280,019.3 | $263,722.38 | - | -$16,296.92 | -5.82% | -1.758% |
| ACAZX Alger Capital Appreciation Fund Class Z | 691 | $27,494.89 | $35,054.43 | - | $7,559.54 | 27.49% | -0.471% |
| ACCO Acco Brands Corporation | 435 | $2,632.05 | $1,822.65 | - | -$809.4 | -30.75% | -1.643% |
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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 Chester Gary Lloyd?
The largest contributions to the portfolio's profits come from the following stocks: DFA Global Equity Portfolio Institutional Class - $3.14M, Williams-Sonoma, Inc - $2.97M, Walmart Inc - $2.38M, DuPont de Nemours, Inc - $2.09M, and Apple Inc - $1.66M. 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: V.F. Corporation - $1.86M, Flowers Foods, Inc - $1.74M, 3M Company - $871,932.81, Nike, Inc. - Class B - $226,637.19, and Pfizer Inc - $94,938.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chester Gary Lloyd's portfolio generate?
The portfolio generates substantial dividend income, with a total of $34.21M earned over time. The largest contributors to dividend income include DFA Global Equity Portfolio Institutional Class - $1.81M, Altria Group, Inc - $1.39M, Vanguard Dividend Appreciation ETF - $1.13M, Vanguard FTSE All-World ex-US ETF - $1.12M, and Philip Morris International Inc - $891,415.47. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chester Gary Lloyd's monthly returns?
Chester Gary Lloyd's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Chester Gary Lloyd's strategy be considered aggressive or moderate?
Chester Gary Lloyd'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 Chester Gary Lloyd's strategy?
Chester Gary Lloyd's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
