Christopher Griffith

Christopher Griffith Portfolio

Invests via Stablepoint Partners, LLC | Managed by Christopher Griffith
Invests via Stablepoint Partners, LLC
Managed by Christopher Griffith
Automatically Tracked
Tracking: 0 Updated: Jul 16 at 05:46 PM
Christopher Griffith Profile

Growth-oriented investor and operating executive with experience sourcing and scaling technology and healthcare businesses across North America and Europe. Christopher Griffith brings expertise in corporate strategy, M&A execution and board-level governance, focusing on SaaS, fintech and healthcare services. Prior roles span investments, operating leadership and advisory work; holds a graduate business degree and is active in venture and private equity deal syndication.

Growth-oriented investor and operating executive with experience sourcing and scaling technology and healthcare businesses across North America and Europe. Christopher Griffith brings expertise in corporate strategy, M&A execution and board-level governance, focusing on SaaS, fintech and healthcare services. Prior roles span investments, operating leadership and advisory work; holds a graduate business degree and is active in venture and private equity deal syndication.

Investment Philosophy & Strategy

Adopts a growth-oriented, operationally grounded investment approach focused on SaaS, fintech and healthcare services across North America and Europe. Prefers founder-led companies where active board engagement, strategic M&A and scalable go-to-market execution accelerate value creation. Allocates capital to recurring-revenue models with unit-economics visibility, backing rounds that fund product-market fit and commercial scaling. Risk managed by stage diversification, deep due diligence, and hands-on operational involvement to de-risk execution over a 3–7 year horizon.

Adopts a growth-oriented, operationally grounded investment approach focused on SaaS, fintech and healthcare services across North America and Europe. Prefers founder-led companies where active board engagement, strategic M&A and scalable go-to-market execution accelerate value creation. Allocates capital to recurring-revenue models with unit-economics visibility, backing rounds that fund product-market fit and commercial scaling. Risk managed by stage diversification, deep due diligence, and hands-on operational involvement to de-risk execution over a 3–7 year horizon.

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:
9.22%
Gain
Monthly
0.29%
Yearly
3.53%
Drawdown
28.88%
$728.57M
Equity
Holdings
$728.57M
Investment
$560.53M
$206.49M
Profit +$3.01M
Realized
$38.46M
Unrealized
$168.04M
Dividends
$37.36M

Goals

Avg. 64% completed goals
Yearly
Gain > 5%
2026
28%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0%
Profit
$3.01M
Win %
71%
This Week
Compared To Last Week
Gain
0.28%
Profit
$2.02M
Win %
71%
This Month
Compared to last month
Gain
1.42%
Profit
$10.21M
Win %
71%
This Year
Compared to last year
Gain
1.38%
Profit
$9.9M
Win %
71%
Abbott Laboratories logo
ABT Abbott Laboratories
+10.68%
+$209,264.64
Ingersoll Rand Inc. logo
IR Ingersoll Rand Inc.
+6.27%
+$35,131.68
GUIDEWIRE SOFTWARE INC logo
GWRE GUIDEWIRE SOFTWARE INC
+5.68%
+$56,097.79
McKesson Corporation logo
MCK McKesson Corporation
+5.47%
+$98,160.15
XPO Inc. logo
XPO XPO Inc.
+5.31%
+$26,468.43
Dollar General Corporation logo
DG Dollar General Corporation
+5.14%
+$22,341
Kontoor Brands Inc. logo
KTB Kontoor Brands Inc.
+4.91%
+$280,861.6
Korn Ferry logo
KFY Korn Ferry
+4.83%
+$16,324.11
Waste Management, Inc. logo
WM Waste Management, Inc.
+4.1%
+$23,117.99
Stryker Corporation logo
SYK Stryker Corporation
+3.99%
+$17,683.36
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+3.86%
+$320,572.62
Prologis Inc. logo
PLD Prologis Inc.
+3.67%
+$97,656.97
NBT Bancorp Inc. logo
NBTB NBT Bancorp Inc.
+3.66%
+$20,873.7
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
+3.65%
+$171,923.48
Salesforce Inc logo
CRM Salesforce Inc
+3.59%
+$39,141.36
Mondelez International, Inc. logo
MDLZ Mondelez International, Inc.
+3.53%
+$109,759.93
Medtronic plc logo
MDT Medtronic plc
+3.48%
+$207,729.2
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+3.23%
+$43,905.12
AbbVie Inc. logo
ABBV AbbVie Inc.
+3.22%
+$170,326.2
Altria Group, Inc. logo
MO Altria Group, Inc.
+3.19%
+$17,554.5
Dick's Sporting Goods, Inc. logo
DKS Dick's Sporting Goods, Inc.
+3.11%
+$51,792.81
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
+3.09%
+$64,297.82
International Business Machines Corporation logo
IBM International Business Machines Corporation
+3.04%
+$33,556.86
Ross Stores, Inc. logo
ROST Ross Stores, Inc.
+3.01%
+$10,615.8
AT&T Inc. logo
T AT&T Inc.
+3%
+$179,953.58
T-Mobile US, Inc. logo
TMUS T-Mobile US, Inc.
+2.98%
+$122,472
Amgen Inc. logo
AMGN Amgen Inc.
+2.98%
+$332,929.36
Starbucks Corporation logo
SBUX Starbucks Corporation
+2.96%
+$103,618.98
Nasdaq, Inc. logo
NDAQ Nasdaq, Inc.
+2.93%
+$32,773.72
The Coca-Cola Company logo
KO The Coca-Cola Company
+2.83%
+$283,877.88
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+2.8%
+$186,962.38
Constellation Brands, Inc. logo
STZ Constellation Brands, Inc.
+2.8%
+$31,204.58
Valero Energy Corporation logo
VLO Valero Energy Corporation
+2.76%
+$89,459.22
CSX Corporation logo
CSX CSX Corporation
+2.74%
+$6,731.64
SAP SE Sponsored ADR logo
SAP SAP SE Sponsored ADR
+2.74%
+$33,467.46
Texas Roadhouse Inc. logo
TXRH Texas Roadhouse Inc.
+2.73%
+$45,941.88
Independent Bank Corp. logo
INDB Independent Bank Corp.
+2.63%
+$52,246.94
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+2.62%
+$172,054.3
GSK plc Sponsored ADR logo
GSK GSK plc Sponsored ADR
+2.6%
+$147,012.74
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+2.6%
+$31,342.04
Walmart Inc. logo
WMT Walmart Inc.
+2.59%
+$186,135.24
Quest Diagnostics Inc. logo
DGX Quest Diagnostics Inc.
+2.54%
+$75,018.24
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
+2.53%
+$122,536.8
Comcast Corp logo
CMCSA Comcast Corp
+2.53%
+$29,283.52
Fifth Third Bancorp logo
FITB Fifth Third Bancorp
+2.52%
+$159,040.72
ONEOK, Inc. logo
OKE ONEOK, Inc.
+2.46%
+$5,615.68
Phillips 66 logo
PSX Phillips 66
+2.43%
+$232,117.74
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+2.35%
+$92,194.45
Hess Midstream LP logo
HESM Hess Midstream LP
+2.34%
+$10,051
McDonald's Corporation logo
MCD McDonald's Corporation
+2.32%
+$141,471.74
The Hershey Company logo
HSY The Hershey Company
+2.31%
+$8,846.43
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
+2.3%
+$53,475.47
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
+2.29%
+$69,371.7
Mastercard Incorporated logo
MA Mastercard Incorporated
+2.28%
+$29,597.32
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+2.26%
+$42,306.27
Public Storage Common Stock logo
PSA Public Storage Common Stock
+2.15%
+$99,897.37
S&P Global Inc. logo
SPGI S&P Global Inc.
+2.07%
+$5,931.24
Encompass Health Corporation logo
EHC Encompass Health Corporation
+2.05%
+$26,412.81
ProShares S&P 500 Dividend Aristocrats ETF logo
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.04%
+$6,142.32
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
+1.99%
+$119,500.22
Target Corporation logo
TGT Target Corporation
+1.98%
+$10,086.68
The Walt Disney Company logo
DIS The Walt Disney Company
+1.89%
+$6,593.15
Novo Nordisk A/S Sponsored ADR logo
NVO Novo Nordisk A/S Sponsored ADR
+1.89%
+$24,747.87
Microsoft Corp. logo
MSFT Microsoft Corp.
+1.8%
+$162,656.24
Visa Inc. Class A logo
V Visa Inc. Class A
+1.78%
+$46,017.44
Procter & Gamble Co logo
PG Procter & Gamble Co
+1.77%
+$130,169.46
SPDR S&P Dividend ETF logo
SDY SPDR S&P Dividend ETF
+1.75%
+$55,193.28
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
+1.7%
+$15,139.2
First Trust Value Line Dividend Index Fund logo
FVD First Trust Value Line Dividend Index Fund
+1.67%
+$71,153.57
U.S. Bancorp logo
USB U.S. Bancorp
+1.65%
+$32,748.61
American International Group Inc. logo
AIG American International Group Inc.
+1.63%
+$27,701.25
Plains All American Pipeline, L.P. logo
PAA Plains All American Pipeline, L.P.
+1.56%
+$7,705.15
CVS Health Corporation logo
CVS CVS Health Corporation
+1.51%
+$141,374.4
Chubb Limited logo
CB Chubb Limited
+1.5%
+$29,300.04
Apple Inc. logo
AAPL Apple Inc.
+1.49%
+$354,976.08
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.45%
+$23,919.48
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
+1.41%
+$9,648.9
MPLX LP logo
MPLX MPLX LP
+1.38%
+$6,656.52
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
+1.38%
+$45,613
Edison International logo
EIX Edison International
+1.36%
+$87,236.24
Eli Lilly and Company logo
LLY Eli Lilly and Company
+1.35%
+$50,770.8
Energy Transfer L.P. logo
ET Energy Transfer L.P.
+1.33%
+$23,469.08
MetLife Inc. logo
MET MetLife Inc.
+1.25%
+$78,109.15
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+1.24%
+$14,253.47
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
+1.22%
+$19,817.09
Kinder Morgan, Inc. logo
KMI Kinder Morgan, Inc.
+1.21%
+$84,096.48
Chevron Corporation logo
CVX Chevron Corporation
+1.19%
+$97,299.36
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
+1.17%
+$14,196.6
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.14%
+$84,159.5
Icahn Enterprises L.P. logo
IEP Icahn Enterprises L.P.
+1.13%
+$2,472.74
Pfizer Inc. logo
PFE Pfizer Inc.
+1.09%
+$54,279.72
Las Vegas Sands Corp. logo
LVS Las Vegas Sands Corp.
+1.06%
+$9,958.85
Sanofi American Depositary Receipt logo
SNY Sanofi American Depositary Receipt
+1.05%
+$15,383.32
Danaher Corporation logo
DHR Danaher Corporation
+1.03%
+$3,223.47
Capital One Financial Corporation logo
COF Capital One Financial Corporation
+1.02%
+$71,585.14
AstraZeneca PLC American Depositary Shares logo
AZN AstraZeneca PLC American Depositary Shares
+1.01%
+$18,700
Eversource Energy logo
ES Eversource Energy
+0.99%
+$3,120.02
Deere & Company logo
DE Deere & Company
+0.97%
+$33,446.98
FedEx Corporation logo
FDX FedEx Corporation
+0.96%
+$5,940
Wabtec Corporation logo
WAB Wabtec Corporation
+0.95%
+$5,525.44
Duke Energy Corporation logo
DUK Duke Energy Corporation
+0.9%
+$50,256.46
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
+0.87%
+$24,840
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.85%
+$16,696.02
FirstEnergy Corp. logo
FE FirstEnergy Corp.
+0.83%
+$54,880.33
Ares Capital Corporation logo
ARCC Ares Capital Corporation
+0.82%
+$1,771.81
The Carlyle Group Inc. logo
CG The Carlyle Group Inc.
+0.8%
+$5,245.49
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
+0.76%
+$6,110.37
Oshkosh Corporation logo
OSK Oshkosh Corporation
+0.71%
+$21,885.44
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+0.67%
+$1,811.04
Martin Marietta Materials, Inc. logo
MLM Martin Marietta Materials, Inc.
+0.66%
+$8,263.08
Snowflake Inc. logo
SNOW Snowflake Inc.
+0.66%
+$1,843.2
Emerson Electric Co. logo
EMR Emerson Electric Co.
+0.65%
+$1,505.38
SPDR Portfolio S&P 600 Small Cap ETF logo
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.64%
+$22,182.94
Best Buy Co., Inc. logo
BBY Best Buy Co., Inc.
+0.58%
+$8,696.16
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
+0.57%
+$10,038
First Trust NYSE Arca Biotechnology Index Fund logo
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.57%
+$7,271.69
Dominion Energy, Inc. logo
D Dominion Energy, Inc.
+0.55%
+$37,325.34
LyondellBasell Industries N.V. logo
LYB LyondellBasell Industries N.V.
+0.52%
+$1,160.74
Columbia U.S. Equity Income ETF logo
EQIN Columbia U.S. Equity Income ETF
+0.52%
+$3,162.24
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$25,241.69
WEC Energy Group Inc. logo
WEC WEC Energy Group Inc.
+0.49%
+$7,961.48
Linde plc logo
LIN Linde plc
+0.47%
+$1,131.76
Goldman Sachs BDC Inc. logo
GSBD Goldman Sachs BDC Inc.
+0.45%
+$469.69
Nuveen Massachusetts Quality Municipal Income Fund logo
NMT Nuveen Massachusetts Quality Municipal Income Fund
+0.45%
+$1,808
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+0.39%
+$8,934.61
JPMorgan Equity Premium Income Fund logo
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$1,739.78
Alibaba Group Holding Limited SP ADR logo
BABA Alibaba Group Holding Limited SP ADR
+0.37%
+$5,788.2
Boot Barn Holdings, Inc. logo
BOOT Boot Barn Holdings, Inc.
+0.37%
+$3,894.24
Steel Dynamics Inc. logo
STLD Steel Dynamics Inc.
+0.34%
+$7,982.4
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
+0.34%
+$6,557.42
American Express Company logo
AXP American Express Company
+0.34%
+$7,513.86
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+0.3%
+$21,759.25
Vanguard Value ETF logo
VTV Vanguard Value ETF
+0.28%
+$1,243.08
Alphabet Inc logo
GOOG Alphabet Inc
+0.26%
+$9,903.8
Netflix, Inc. logo
NFLX Netflix, Inc.
+0.24%
+$6,213.06
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
+0.24%
+$1,752.64
Alphabet Inc logo
GOOGL Alphabet Inc
+0.23%
+$22,324.2
BlackRock Health Sciences Trust II logo
BMEZ BlackRock Health Sciences Trust II
+0.23%
+$394.17
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+0.21%
+$534.56
Amazon.com Inc logo
AMZN Amazon.com Inc
+0.21%
+$22,785.53
SPDR Portfolio S&P 400 Mid Cap ETF logo
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.2%
+$842.78
Blackstone Inc. logo
BX Blackstone Inc.
+0.18%
+$7,524.7
JetBlue Airways Corporation logo
JBLU JetBlue Airways Corporation
+0.18%
+$150
SPDR S&P International Dividend ETF logo
DWX SPDR S&P International Dividend ETF
+0.16%
+$433.92
Global X Russell 2000 Covered Call ETF logo
RYLD Global X Russell 2000 Covered Call ETF
+0.09%
+$232.77
Texas Pacific Land Corporation logo
TPL Texas Pacific Land Corporation
+0.07%
+$1,126.2
iShares MSCI EAFE Min Vol Factor ETF logo
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.06%
+$194.04
Bank of America Corporation logo
BAC Bank of America Corporation
+0.05%
+$283.62
SPDR Blackstone Senior Loan ETF logo
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$4,048.28
First Trust Enhanced Short Maturity Fund logo
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$3,204.57
iShares Treasury Floating Rate Bond ETF logo
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$42.31
Invesco BulletShares 2026 High Yield Corporate Bond ETF logo
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
0%
$0
Invesco BulletShares 2029 High Yield Fund logo
BSJT Invesco BulletShares 2029 High Yield Fund
0%
$0
Sempra logo
SRE Sempra
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
SPDR SSgA Ultra Short Term Bond ETF logo
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0
Corning Incorporated logo
GLW Corning Incorporated
-10.73%
-$19,776.47
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
-9.91%
-$830,794.61
Robinhood Markets, Inc. logo
HOOD Robinhood Markets, Inc.
-7.4%
-$99,787.05
Intel Corporation logo
INTC Intel Corporation
-7.03%
-$30,408.71
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-6.99%
-$339,356.55
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-6.95%
-$329,187.21
General Electric Company logo
GE General Electric Company
-6.08%
-$19,618.4
Archer Aviation Inc. logo
ACHR Archer Aviation Inc.
-6.06%
-$51,674.52
Lam Research Corporation logo
LRCX Lam Research Corporation
-5.53%
-$18,947.88
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-5.13%
-$34,437.81
Oracle Corporation logo
ORCL Oracle Corporation
-5.02%
-$88,292.05
Broadcom Inc. logo
AVGO Broadcom Inc.
-4.57%
-$631,044
Eaton Corporation plc logo
ETN Eaton Corporation plc
-4.45%
-$13,017.24
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-4.11%
-$312,812.88
BlackRock Science and Technology Term Trust logo
BSTZ BlackRock Science and Technology Term Trust
-3.9%
-$14,564.32
Texas Instruments Inc logo
TXN Texas Instruments Inc
-3.83%
-$29,761.66
iShares Silver Trust logo
SLV iShares Silver Trust
-3.67%
-$33,072.24
ARK Innovation ETF Fund logo
ARKK ARK Innovation ETF Fund
-3.56%
-$17,214.12
GE Vernova Inc. logo
GEV GE Vernova Inc.
-3.47%
-$67,362.7
Sollensys Corp logo
SOLS Sollensys Corp
-3.3%
-$40,199.25
Coinbase Global, Inc. logo
COIN Coinbase Global, Inc.
-3.28%
-$52,410.72
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
-3.17%
-$29,896.05
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-3.16%
-$110,683.95
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-3.07%
-$186,080.8
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
-2.9%
-$47,718.36
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund logo
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.89%
-$7,562.45
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-2.75%
-$260,369.48
First Trust Technology AlphaDEX Fund logo
FXL First Trust Technology AlphaDEX Fund
-2.51%
-$37,202.81
Kodiak Gas Services Inc. logo
KGS Kodiak Gas Services Inc.
-2.35%
-$47,162.58
iShares MSCI Emerging Markets ETF logo
EEM iShares MSCI Emerging Markets ETF
-2.24%
-$4,992.12
Citigroup Inc. logo
C Citigroup Inc.
-2.14%
-$11,078.4
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
-2.05%
-$10,982.34
KraneShares Bosera MSCI China A 50 Connect Index ETF logo
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF
-1.99%
-$5,391.9
SPDR Gold Shares logo
GLD SPDR Gold Shares
-1.94%
-$11,269.23
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-1.92%
-$125,724.96
iShares Gold Trust logo
IAU iShares Gold Trust
-1.89%
-$172,854.72
Capital Group New Geography Equity ETF logo
CGNG Capital Group New Geography Equity ETF
-1.88%
-$35,975.4
Tesla, Inc. logo
TSLA Tesla, Inc.
-1.86%
-$59,292.45
SPDR Bloomberg Convertible Securities ETF logo
CWB SPDR Bloomberg Convertible Securities ETF
-1.84%
-$19,237.52
Fortinet Inc. logo
FTNT Fortinet Inc.
-1.76%
-$4,244.75
iShares MSCI Japan ETF logo
EWJ iShares MSCI Japan ETF
-1.68%
-$4,690.35
State Street Corp logo
STT State Street Corp
-1.59%
-$6,192.32
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
-1.58%
-$56,506.5
Tko Group Holdings Inc. logo
TKO Tko Group Holdings Inc.
-1.58%
-$25,288.83
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$56,885.52
First Trust Dorsey Wright Focus 5 ETF logo
FV First Trust Dorsey Wright Focus 5 ETF
-1.56%
-$65,337.93
RTX Corporation logo
RTX RTX Corporation
-1.45%
-$46,783.48
DoorDash, Inc. logo
DASH DoorDash, Inc.
-1.38%
-$3,939.67
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.34%
-$44,149
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$17,503.92
Chipotle Mexican Grill, Inc. logo
CMG Chipotle Mexican Grill, Inc.
-1.26%
-$3,118.95
General Motors Company logo
GM General Motors Company
-1.22%
-$5,636.35
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
-1.2%
-$3,880.4
Schlumberger Limited logo
SLB Schlumberger Limited
-1.18%
-$18,721.36
First Trust NASDAQ Cybersecurity ETF logo
CIBR First Trust NASDAQ Cybersecurity ETF
-1.14%
-$4,548.61
SPDR Portfolio Developed World ex-US ETF logo
SPDW SPDR Portfolio Developed World ex-US ETF
-1.13%
-$28,938.17
The Toronto-Dominion Bank logo
TD The Toronto-Dominion Bank
-1.07%
-$82,030.41
Trane Technologies plc logo
TT Trane Technologies plc
-1.05%
-$28,047.6
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
-1.04%
-$17,073.9
Yum! Brands, Inc. logo
YUM Yum! Brands, Inc.
-1.02%
-$4,679.45
First Trust Global Tactical Commodity Strategy Fund logo
FTGC First Trust Global Tactical Commodity Strategy Fund
-1.01%
-$6,822.83
Raymond James Financial Inc. logo
RJF Raymond James Financial Inc.
-0.87%
-$21,083.5
Progressive Corporation logo
PGR Progressive Corporation
-0.85%
-$2,821
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-0.85%
-$115,548.16
Crown Castle Inc. logo
CCI Crown Castle Inc.
-0.68%
-$38,992.32
BlackRock, Inc. logo
BLK BlackRock, Inc.
-0.68%
-$10,537.02
iShares Preferred and Income Securities ETF logo
PFF iShares Preferred and Income Securities ETF
-0.59%
-$62,431.56
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
-0.58%
-$18,799.74
SPDR Euro Stoxx 50 ETF logo
FEZ SPDR Euro Stoxx 50 ETF
-0.54%
-$10,891.32
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
-0.47%
-$3,571.87
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.46%
-$2,516.05
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$2,268.95
iShares Agency Bond ETF logo
AGZ iShares Agency Bond ETF
-0.44%
-$1,167.58
Ford Motor Company logo
F Ford Motor Company
-0.42%
-$730.5
TransDigm Group Inc. logo
TDG TransDigm Group Inc.
-0.38%
-$1,993.27
SPDR Nuveen ICE High Yield Municipal Bond ETF logo
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.34%
-$1,472.8
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
-0.34%
-$4,401.45
Webster Financial Corporation logo
WBS Webster Financial Corporation
-0.33%
-$23,774.42
Capital Group Dividend Value ETF logo
CGDV Capital Group Dividend Value ETF
-0.26%
-$3,041.35
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
-0.26%
-$4,401.54
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
-0.25%
-$3,215.8
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
-0.22%
-$6,404
EQT Corporation logo
EQT EQT Corporation
-0.17%
-$2,468.49
Franklin Massachusetts Municipal Income ETF logo
FTMA Franklin Massachusetts Municipal Income ETF
-0.17%
-$296.13
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.17%
-$570
SPDR Nuveen Bloomberg Municipal Bond ETF logo
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.15%
-$651.07
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
-0.12%
-$508.04
iShares 10-20 Year Treasury Bond ETF logo
TLH iShares 10-20 Year Treasury Bond ETF
-0.12%
-$305.79
Vanguard Emerging Markets Government Bond Fund logo
VWOB Vanguard Emerging Markets Government Bond Fund
-0.11%
-$9,316.29
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund logo
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.1%
-$242
iShares 7-10 Year Treasury Bond ETF logo
IEF iShares 7-10 Year Treasury Bond ETF
-0.1%
-$5,218.82
Vanguard Intermediate-Term Corporate Bond Fund logo
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$677.06
SPDR DoubleLine Total Return Tactical ETF logo
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.08%
-$6,592.59
First Trust High Yield Opportunities 2027 Fund logo
FTHY First Trust High Yield Opportunities 2027 Fund
-0.07%
-$112.39
iShares 3-7 Year Treasury Bond ETF logo
IEI iShares 3-7 Year Treasury Bond ETF
-0.07%
-$221.85
iShares MBS ETF logo
MBB iShares MBS ETF
-0.07%
-$184.6
Invesco Bulletshares 2027 High Yield Fund logo
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.07%
-$434.46
iShares TIPS Bond ETF logo
TIP iShares TIPS Bond ETF
-0.06%
-$5,752.56
Apollo Global Management, Inc. logo
APO Apollo Global Management, Inc.
-0.04%
-$716.32
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
-0.04%
-$5,217.36
Schwab Short-Term U.S. Treasury ETF logo
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$50.3
iShares 0-5 Year TIPS Bond ETF logo
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$52.98
Janus Henderson Short Duration Income ETF logo
VNLA Janus Henderson Short Duration Income ETF
-0.01%
-$268.14
Rubrik, Inc. logo
RBRK Rubrik, Inc.
0%
-$67.03
Loading...

Dividends

Dividend Analysis

Yearly
$
Trades
2421
Longs Won
1740/2421 71%
Profit Factor
9.12
Profitability
Shorts Won
0/0 0%
Standard Deviation
$444,825.05
Average Win
$133,296.71
Best Trade
(Mar 31) $9.06M
Sharpe Ratio
-10.52
Average Loss
-$37,359.1
Worst Trade
(Dec 31) -$2.03M
Z-Score
13.25 (100%)
Commissions
$0
Avg. Trade Length
1y 4m 2d
Expectancy
$85,293.15
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 19,608 17,647 15,686 13,725 11,765 9,804 7,843 5,882 3,922 1,961
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
Account USV