Douglas E. Morisoli Portfolio
Invests via Fairman Group, LLC | Managed by Douglas E. Morisoli
Invests via Fairman Group, LLC
Managed by Douglas E. Morisoli
Automatically Tracked
Douglas E. Morisoli Profile
Veteran private equity and operations executive with extensive experience leading middle-market investments in industrials, distribution and business services. Douglas E. Morisoli has held senior roles overseeing deal sourcing, portfolio operations, and value-creation initiatives across buyouts and growth equity. Known for hands-on operational improvements, carve-outs and add-on acquisition strategies, the profile suits sponsor-backed boards and CFO-level collaboration. Focus areas include margin expansion, working-capital optimization and strategic M&A across North American markets.
Veteran private equity and operations executive with extensive experience leading middle-market investments in industrials, distribution and business services. Douglas E. Morisoli has held senior roles overseeing deal sourcing, portfolio operations, and value-creation initiatives across buyouts and growth equity. Known for hands-on operational improvements, carve-outs and add-on acquisition strategies, the profile suits sponsor-backed boards and CFO-level collaboration. Focus areas include margin expansion, working-capital optimization and strategic M&A across North American markets.
Investment Philosophy & Strategy
Operates with a pragmatic, operations-first private equity mindset focused on middle-market industrials, distribution and business services. Prioritizes control or sponsor-backed investments where hands-on margin expansion, working-capital optimization and disciplined carve-outs or add-on M&A can drive value. Underwrites opportunities with detailed operational KPIs, conservative leverage, and a 3–7 year value‑creation horizon emphasizing cash flow improvement and strategic bolt‑ons. Capital allocation favors targeted capex and tuck-in acquisitions to accelerate scale; decision-making is collaborative with CFOs and portfolio management teams to de-risk execution and prepare for strategic exits.
Operates with a pragmatic, operations-first private equity mindset focused on middle-market industrials, distribution and business services. Prioritizes control or sponsor-backed investments where hands-on margin expansion, working-capital optimization and disciplined carve-outs or add-on M&A can drive value. Underwrites opportunities with detailed operational KPIs, conservative leverage, and a 3–7 year value‑creation horizon emphasizing cash flow improvement and strategic bolt‑ons. Capital allocation favors targeted capex and tuck-in acquisitions to accelerate scale; decision-making is collaborative with CFOs and portfolio management teams to de-risk execution and prepare for strategic exits.
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:
-7.26%
Gain
Monthly
-0.25%
Yearly
-2.92%
Drawdown
25.04%
$124.41M
Equity
Holdings
$124.41M
Investment
$113.54M
$3.28M
Profit +$454,488.04
Realized
-$7.59M
Unrealized
$10.87M
Dividends
$4.96M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$454,488.04
Win %
83%
This Week
Compared To Last Week
Gain
0.4%
Profit
$495,147.41
Win %
83%
This Month
Compared to last month
Gain
2.38%
Profit
$2.89M
Win %
83%
This Year
Compared to last year
Gain
6.43%
Profit
$7.52M
Win %
82%
BIIB Biogen Inc.
+5.36%
+$31.72 
ACN Accenture plc Class A
+5.25%
+$628,015.57 
TAP Molson Coors Beverage Company
+5.23%
+$20.7 
GIS General Mills, Inc.
+4.98%
+$74.2 
BAX Baxter International Inc.
+4.92%
+$32.7 
FCNCA First Citizens BancShares, Inc.
+4.68%
+$290.81 
GDDY Godaddy Inc.
+4.63%
+$118.3 
DEO Diageo plc Sponsored ADR
+4.12%
+$27.12 
ESNT Essent Group Ltd.
+4.12%
+$204,153.02 
KDP Keurig Dr Pepper Inc.
+4.03%
+$158.6 
VERX Vertex Inc.
+4%
+$3,125.79 
HLN Haleon Plc - ADR
+3.95%
+$356.89 
SLGN Silgan Holdings Inc.
+3.93%
+$204.06 
FIS Fidelity National Information Services, Inc.
+3.92%
+$210.91 
CPB The Campbell's Company
+3.87%
+$110.07 
ZTS Zoetis Inc.
+3.8%
+$62.26 
MDT Medtronic plc
+3.8%
+$30.55 
IBM International Business Machines Corporation
+3.78%
+$391.51 
VTRS Viatris Inc.
+3.77%
+$191.34 
CDW CDW Corporation
+3.77%
+$182.42 
GPC Genuine Parts Company
+3.74%
+$172.14 
OTIS Otis Worldwide Corporation
+3.74%
+$10.8 
MRK Merck & Co., Inc.
+3.74%
+$3,649.8 
MTG MGIC Investment Corporation
+3.56%
+$147 
COR Cencora, Inc.
+3.54%
+$178.59 
OMC Omnicom Group Inc.
+3.51%
+$187.44 
TRN Trinity Industries Inc.
+3.51%
+$101.2 
GIB CGI Inc.
+3.5%
+$71.61 
ABBV AbbVie Inc.
+3.41%
+$507.52 
T AT&T Inc.
+3.38%
+$722.1 
THC Tenet Healthcare Corporation
+3.36%
+$19.38 
FIVE Five Below, Inc.
+3.35%
+$64.56 
BALL Ball Corp.
+3.34%
+$99.47 
POST Post Holdings Inc.
+3.33%
+$93.72 
SHOP Shopify Inc.
+3.32%
+$11,288.75 
WTRG Essential Utilities Inc.
+3.32%
+$80.64 
CCK Crown Holdings Inc.
+3.32%
+$122.1 
ACI Albertsons Companies, Inc.
+3.26%
+$68.4 
STZ Constellation Brands, Inc.
+3.22%
+$67.84 
CHTR Charter Communications Inc
+3.2%
+$50.34 
KR Kroger Co.
+3.17%
+$84.13 
VEEV Veeva Systems Inc.
+3.16%
+$28,513.08 
VZ Verizon Communications Inc.
+3.13%
+$450.24 
ROST Ross Stores, Inc.
+3.13%
+$211.8 
SBUX Starbucks Corporation
+3.06%
+$273.25 
CHKP Check Point Software Technologies Ltd.
+3.02%
+$124 
HSY The Hershey Company
+3.01%
+$87.04 
NSC Norfolk Southern Corporation
+2.98%
+$2,202.75 
MO Altria Group, Inc.
+2.94%
+$1,134.36 
PEP PepsiCo, Inc.
+2.93%
+$230.26 
CMCSA Comcast Corp
+2.92%
+$126.98 
ZBRA Zebra Technologies Corporation
+2.91%
+$118.88 
ISRG Intuitive Surgical, Inc.
+2.8%
+$392.4 
SWK Stanley Black & Decker Inc.
+2.79%
+$1,087.57 
AON Aon plc
+2.79%
+$79.12 
KO The Coca-Cola Company
+2.78%
+$499.22 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.78%
+$202.4 
SPGI S&P Global Inc.
+2.72%
+$84.49 
RPM RPM International Inc.
+2.71%
+$92.07 
WMT Walmart Inc.
+2.59%
+$2,619 
AVB AvalonBay Communities, Inc.
+2.58%
+$117.96 
FULT Fulton Financial Corporation
+2.58%
+$5.67 
GSK GSK plc Sponsored ADR
+2.56%
+$26.3 
REG Regency Centers Corporation
+2.53%
+$153.81 
REFR Research Frontiers Inc.
+2.48%
+$1.71 
BMY Bristol-Myers Squibb Company
+2.47%
+$1,041.1 
DOC Healthpeak Properties, Inc.
+2.44%
+$159.53 
SPG Simon Property Group, Inc.
+2.39%
+$148.68 
TCOM Trip.com Group Limited American Depositary Receipt
+2.37%
+$113.68 
AZO AutoZone Inc.
+2.36%
+$140.2 
GEHC GE HealthCare Technologies Inc.
+2.33%
+$108.78 
UNH UnitedHealth Group Incorporated
+2.25%
+$611.65 
FITB Fifth Third Bancorp
+2.23%
+$126.42 
IP International Paper Company
+2.15%
+$259.12 
SCHD Schwab U.S. Dividend Equity ETF
+2.13%
+$429.18 
PPG PPG Industries Inc.
+2.12%
+$14.64 
IQV IQVIA Holdings Inc.
+2.09%
+$47.6 
MSFT Microsoft Corp.
+2.09%
+$7,551.37 
SNA Snap-on Inc.
+2.09%
+$33.76 
RELX Relx PLC Sponsored ADR
+2.09%
+$173.6 
UL Unilever PLC Sponsored American Depositary Receipt
+2.08%
+$14.08 
BXSL Blackstone Secured Lending Fund
+2.08%
+$710.99 
PRU Prudential Financial, Inc.
+2.08%
+$972.73 
V Visa Inc. Class A
+2.02%
+$523.41 
PG Procter & Gamble Co
+2.01%
+$298 
CBSH Commerce Bancshares, Inc.
+2%
+$10.45 
EXC Exelon Corporation
+1.99%
+$311.22 
CHE Chemed Corporation
+1.98%
+$48.85 
FSK FS KKR Capital Corp.
+1.97%
+$79.47 
DHLX Diamond Hill Large Cap Concentrated ETF
+1.96%
+$23,986.96 
NVO Novo Nordisk A/S Sponsored ADR
+1.93%
+$61.42 
DIS The Walt Disney Company
+1.86%
+$1,194.91 
VSNT Versant Media Group, Inc.
+1.85%
+$4.66 
HSIC Henry Schein, Inc.
+1.84%
+$86.55 
VNQ Vanguard Real Estate ETF
+1.84%
+$4,123.8 
MHK Mohawk Industries, Inc.
+1.79%
+$71.82 
DRI Darden Restaurants, Inc.
+1.77%
+$90.22 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.74%
+$113.3 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.74%
+$1,070.19 
DVY iShares Select Dividend ETF
+1.64%
+$436.7 
TFC Truist Financial Corporation
+1.64%
+$339.08 
PKG Packaging Corporation of America
+1.63%
+$51.94 
ICE Intercontinental Exchange, Inc.
+1.62%
+$42.94 
UGI UGI Corporation
+1.6%
+$1,035.3 
NDSN Nordson Corporation
+1.59%
+$55.08 
RBA Rb Global Inc.
+1.56%
+$179.22 
DOV Dover Corporation
+1.55%
+$89.1 
KEY KeyCorp
+1.55%
+$328.5 
JD JD.com Inc.
+1.52%
+$66.86 
USFD US Foods Holding Corp
+1.5%
+$35.04 
ASIX AdvanSix Inc.
+1.47%
+$0.3 
EPD Enterprise Products Partners L.P.
+1.43%
+$8,107.93 
LECO Lincoln Electric Holdings, Inc.
+1.39%
+$56.16 
ET Energy Transfer L.P.
+1.38%
+$2,516.25 
UMBF UMB Financial Corporation
+1.35%
+$442.96 
CVX Chevron Corporation
+1.33%
+$336.38 
IJS iShares S&P Small-Cap 600 Value ETF
+1.32%
+$454.86 
REZI Resideo Technologies Inc.
+1.32%
+$0.47 
HIG The Hartford Insurance Group, Inc.
+1.28%
+$56.92 
HD The Home Depot, Inc.
+1.24%
+$1,057.35 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$17,495.11 
MSI Motorola Solutions, Inc.
+1.18%
+$38.56 
PPL PPL Corporation
+1.16%
+$200.32 
JAZZ Jazz Pharmaceuticals plc
+1.15%
+$30.18 
ACGL Arch Capital Group Ltd
+1.14%
+$642.37 
CVS CVS Health Corporation
+1.14%
+$6.05 
XOM Exxon Mobil Corporation
+1.14%
+$1,504.8 
SEIC SEI Investments Company
+1.14%
+$1.12 
USB U.S. Bancorp
+1.14%
+$259.76 
UBER Uber Technologies, Inc.
+1.12%
+$815 
FUBO FuboTV Inc.
+1.12%
+$19.09 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$300.72 
ISMD Inspire Small/Mid Cap ETF
+1.09%
+$1,373.76 
LINE Lineage, Inc.
+1.09%
+$110.4 
PFE Pfizer Inc.
+1.09%
+$2,191.32 
EXPE Expedia Group, Inc.
+1.08%
+$31.79 
IWN iShares Russell 2000 Value ETF
+1.08%
+$171.36 
JNJ Johnson & Johnson
+1.06%
+$271.96 
MICC The Magnum Ice Cream Company N.V.
+1.02%
+$0.76 
CARR Carrier Global Corporation
+0.98%
+$5.4 
L Loews Corporation
+0.93%
+$63 
WMG Warner Music Group Corp.
+0.9%
+$24.23 
IWS iShares Russell Mid-Cap Value ETF
+0.9%
+$509.7 
CF CF Industries Holdings, Inc.
+0.9%
+$26.37 
AME Ametek Inc.
+0.89%
+$62.1 
XEL Xcel Energy Inc.
+0.88%
+$59.77 
CRH CRH plc
+0.87%
+$21.72 
VOE Vanguard Mid-Cap Value ETF
+0.87%
+$495.58 
BBY Best Buy Co., Inc.
+0.83%
+$35.95 
MLM Martin Marietta Materials, Inc.
+0.78%
+$26.55 
WEC WEC Energy Group Inc.
+0.77%
+$47.85 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$373.27 
IWD iShares Russell 1000 Value ETF
+0.74%
+$29.28 
WMB The Williams Companies, Inc.
+0.73%
+$31.61 
CCEP Coca-Cola Europacific Partners PLC
+0.72%
+$11.25 
AYI Acuity Brands Inc.
+0.71%
+$28.5 
AAPL Apple Inc.
+0.7%
+$4,053.3 
FANG Diamondback Energy Inc
+0.69%
+$53.51 
ABEV Ambev S.A.
+0.66%
+$2.34 
PH Parker-Hannifin Corporation
+0.66%
+$7,132.32 
PRCT Procept BioRobotics Corporation
+0.62%
+$119.6 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$1,434.6 
VRTS Virtus Investment Partners Inc.
+0.6%
+$6.09 
TMO Thermo Fisher Scientific Inc.
+0.57%
+$18.42 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.56%
+$1,963.62 
HDB HDFC Bank Limited ADR
+0.55%
+$50.75 
LIN Linde plc
+0.55%
+$42.6 
BX Blackstone Inc.
+0.54%
+$54.8 
CMS CMS Energy Corporation
+0.53%
+$30.42 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$2,048.03 
NI NiSource Inc.
+0.48%
+$28.16 
DTD WisdomTree U.S. Total Dividend Fund
+0.45%
+$393.55 
SHEL Shell plc
+0.45%
+$302.86 
EW Edwards Lifesciences Corporation
+0.43%
+$13.68 
HON Honeywell International Inc.
+0.42%
+$5.11 
DFAS Dimensional U.S. Small Cap ETF
+0.41%
+$518.76 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.36%
+$54.1 
VTV Vanguard Value ETF
+0.35%
+$5,134.76 
ROK Rockwell Automation, Inc.
+0.32%
+$8.94 
QUAL iShares MSCI USA Quality Factor ETF
+0.32%
+$13.21 
TDY Teledyne Technologies Incorporated
+0.27%
+$13.6 
IWR iShares Russell Mid-Cap ETF
+0.25%
+$611.6 
MDY SPDR S&P MidCap 400 ETF Trust
+0.25%
+$326.8 
MELI MercadoLibre, Inc.
+0.24%
+$9 
IJH iShares Core S&P Mid-Cap ETF
+0.22%
+$6,301.02 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.2%
+$38 
PRF Invesco FTSE RAFI US 1000 ETF
+0.19%
+$3,205.44 
AXP American Express Company
+0.16%
+$128.7 
SRE Sempra
+0.16%
+$4.8 
AMP Ameriprise Financial, Inc.
+0.15%
+$19.37 
SUNB Sunbelt Rentals Holdings, Inc.
+0.14%
+$4 
VB Vanguard Small-Cap ETF
+0.13%
+$12.92 
OGN Organon & Co.
+0.12%
+$0.25 
ACA Arcosa Inc.
+0.08%
+$2.99 
DKNG DraftKings Inc.
+0.08%
+$31.28 
JXN Jackson Financial Inc.
+0.07%
+$0.09 
PSKY Paramount Skydance Corporation Class B Common Stock
+0.05%
+$2.5 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$0.5 
SRLN SPDR Blackstone Senior Loan ETF
+0.01%
+$0.06 
CDNMF EGR Exploration Ltd.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
G3643J108
0%
$0 
HIMU
0%
$0 
HYBL SPDR Blackstone High Income Fund
0%
$0 
OS OneStream, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WDC Western Digital Corporation
-11.1%
-$855.6 
CLS Celestica Inc.
-9.82%
-$361.62 
PRME Prime Medicine Inc.
-8.6%
-$150 
MKSI MKS Instruments Inc.
-6.91%
-$586.61 
GE General Electric Company
-6.22%
-$179.32 
RIVN Rivian Automotive, Inc.
-6.01%
-$2,383.96 
ON ON Semiconductor Corporation
-5.97%
-$254.33 
ACHR Archer Aviation Inc.
-5.96%
-$285 
FCX Freeport-McMoRan Inc.
-5.49%
-$130.46 
GS The Goldman Sachs Group, Inc.
-5.17%
-$18,761.4 
TQQQ ProShares UltraPro QQQ
-4.94%
-$1,481.03 
ORCL Oracle Corporation
-4.89%
-$453.95 
AVGO Broadcom Inc.
-4.73%
-$503.55 
ETN Eaton Corporation plc
-4.48%
-$203.34 
COIN Coinbase Global, Inc.
-4.19%
-$3,505 
SMH VanEck Semiconductor ETF
-4.18%
-$246.8 
CI The Cigna Group
-4.05%
-$422.45 
VTGN VistaGen Therapeutics Inc.
-4.02%
-$0.29 
SOLS Sollensys Corp
-3.6%
-$4.4 
JBL Jabil Inc.
-3.53%
-$180.48 
HUM Humana Inc.
-3.35%
-$150.04 
GEV GE Vernova Inc.
-3.34%
-$282.08 
AMAT Applied Materials, Inc.
-3.2%
-$259.93 
CEG Constellation Energy Corporation
-3.15%
-$927.18 
OPEN Opendoor Technologies Inc.
-3.05%
-$1.45 
WWD Woodward Inc.
-2.99%
-$96.08 
NVDA NVIDIA Corporation
-2.77%
-$26,640.47 
CSCO Cisco Systems, Inc.
-2.6%
-$60.9 
C Citigroup Inc.
-2.54%
-$639.54 
STT State Street Corp
-2.33%
-$213.4 
EEM iShares MSCI Emerging Markets ETF
-2.31%
-$359.06 
SNX TD Synnex Corporation
-2.22%
-$144.3 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$1,923.24 
IMMR Immersion Corporation
-2.09%
-$2.66 
GTX Garrett Motion Inc.
-2.06%
-$0.65 
GOOGL Alphabet Inc
-1.91%
-$9,536.05 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$1,323.44 
VONG Vanguard Russell 1000 Growth Fund
-1.85%
-$227.95 
IAU iShares Gold Trust
-1.81%
-$129.72 
GOOG Alphabet Inc
-1.81%
-$535.14 
TTE TotalEnergies SE
-1.79%
-$158.4 
IAUM iShares Gold Trust Micro
-1.77%
-$426.14 
JCI Johnson Controls International plc
-1.74%
-$54.56 
META Meta Platforms Inc Class A
-1.69%
-$8,579.3 
FLJP Franklin FTSE Japan ETF
-1.68%
-$44.89 
DD DuPont de Nemours, Inc.
-1.62%
-$25.47 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$29,886.64 
EBAY eBay Inc.
-1.56%
-$19.31 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.53%
-$1,389.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$7,731.36 
TSLA Tesla, Inc.
-1.44%
-$4,392.16 
VOT Vanguard Mid-Cap Growth ETF
-1.41%
-$1,135.18 
IBIT iShares Bitcoin Trust
-1.37%
-$793.36 
VBK Vanguard Small-Cap Growth ETF
-1.34%
-$1,021.33 
RTX RTX Corporation
-1.33%
-$20.88 
SCHF Schwab International Equity ETF
-1.27%
-$1,590.4 
VUG Vanguard Growth ETF
-1.25%
-$4,078.8 
VWO Vanguard FTSE Emerging Markets ETF
-1.24%
-$3,706.61 
SBAC SBA Communications Corporation
-1.23%
-$41.46 
ASML ASML Holding N.V. New York Registry Shares
-1.23%
-$88.96 
JPM JPMorgan Chase & Co.
-1.21%
-$327.99 
RJF Raymond James Financial Inc.
-1.2%
-$89.54 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.19%
-$3,053.12 
BKR Baker Hughes Company
-1.19%
-$63.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$120,520.15 
VEU Vanguard FTSE All-World ex-US ETF
-1.17%
-$4,280.08 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.13%
-$2,552.4 
RY Royal Bank of Canada
-1.11%
-$157.95 
SCHA Schwab U.S. Small-Cap ETF
-1.06%
-$1,093.54 
UI Ubiquiti Inc.
-1.03%
-$2,092.5 
WBD Warner Bros. Discovery, Inc.
-0.99%
-$32.4 
CSQ Calamos Strategic Total Return Fund
-0.94%
-$4,595.95 
EFA iShares MSCI EAFE ETF
-0.86%
-$19,384.2 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$4,404.26 
BCS Barclays PLC Sponsored ADR
-0.79%
-$135 
HUBB Hubbell Inc.
-0.78%
-$40.92 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.77%
-$2,005.14 
VT Vanguard Total World Stock ETF
-0.76%
-$856.82 
DFIS Dimensional International Small Cap ETF
-0.71%
-$794.84 
HST Host Hotels & Resorts Inc.
-0.69%
-$18.04 
SCHM Schwab U.S. Mid-Cap ETF
-0.69%
-$1,269.35 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.69%
-$3,477.61 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.64%
-$4,283.55 
SCHW Charles Schwab Corporation
-0.63%
-$14.95 
PEG Public Service Enterprise Group Incorporated
-0.63%
-$159 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.62%
-$14,089.39 
VOTE TCW Transform 500 ETF
-0.59%
-$11,043.84 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$10,262.1 
WRB W.R. Berkley Corporation
-0.57%
-$21,249.6 
IVV iShares Core S&P 500 ETF
-0.57%
-$190,982.88 
VOO Vanguard S&P 500 ETF
-0.57%
-$9,037.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$413.08 
AMZN Amazon.com Inc
-0.55%
-$5,119.7 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$125.13 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$19,988.1 
F Ford Motor Company
-0.53%
-$194.62 
SCHX Schwab U.S. Large-Cap ETF
-0.52%
-$3,314.99 
STXF Strive 500 ETF
-0.49%
-$25,858.56 
BAC Bank of America Corporation
-0.47%
-$62.35 
FXF Invesco CurrencyShares Swiss Franc Trust
-0.47%
-$265.56 
VXF Vanguard Extended Market ETF
-0.45%
-$592.41 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.44%
-$13,804.56 
EOS Eaton Vance Enhanced Equity Income Fund II
-0.4%
-$1,170 
YJUN First Trust International Equity Moderate ETF
-0.37%
-$109.1 
ITT Itt Inc.
-0.34%
-$15.41 
VTWO Vanguard Russell 2000 ETF
-0.28%
-$2,577.96 
IWM iShares Russell 2000 ETF
-0.26%
-$759.22 
PCG PG&E Corporation
-0.26%
-$9.27 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.25%
-$16.93 
ACVF American Conservative Values ETF
-0.23%
-$1,416.96 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.2%
-$960.66 
DLS WisdomTree International SmallCap Dividend Fund
-0.17%
-$259.35 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$101.64 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.11%
-$54.45 
VO Vanguard Mid-Cap ETF
-0.08%
-$173.94 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$204.73 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$59.62 
SMMD iShares Russell 2500 ETF
-0.02%
-$108.87 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$6.19 Events
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Dividends
Dividend Analysis
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| Trades 1489 | Longs Won 1120/1489 75% | Profit Factor 1.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $454,156.56 |
| Average Win $29,561.9 | Best Trade (Jul 15) $6.39M | Sharpe Ratio -10.54 |
| Average Loss -$80,942.35 | Worst Trade (Jul 15) -$14.09M | Z-Score 26.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 3d | Expectancy $2,201.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,536 | 1,382 | 1,229 | 1,075 | 922 | 768 | 614 | 461 | 307 | 154 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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