CIG
CHB Investment Group LLC Portfolio
Invests via CHB Investment Group LLC | Managed by CW Advisors LLC
Invests via CHB Investment Group LLC
Managed by CW Advisors LLC
Automatically Tracked
Company Profile
CHB Investment Group LLC operates as a diversified investment firm focusing on identifying and capitalizing on unique market opportunities. With an emphasis on sectors such as technology and healthcare, the firm leverages its expertise to drive significant value creation in its portfolio. Drawing upon a robust network of industry contacts, CHB positions itself at the forefront of emerging trends, fostering growth among both early-stage ventures and established businesses. The firm's leadership comprises seasoned professionals with deep operational backgrounds, which enhance its strategic decision-making capabilities and competitive advantage in an ever-evolving financial landscape.
CHB Investment Group LLC operates as a diversified investment firm focusing on identifying and capitalizing on unique market opportunities. With an emphasis on sectors such as technology and healthcare, the firm leverages its expertise to drive significant value creation in its portfolio. Drawing upon a robust network of industry contacts, CHB positions itself at the forefront of emerging trends, fostering growth among both early-stage ventures and established businesses. The firm's leadership comprises seasoned professionals with deep operational backgrounds, which enhance its strategic decision-making capabilities and competitive advantage in an ever-evolving financial landscape.
Investment Philosophy & Strategy
Emerging from a unique operational blueprint, CHB Investment Group LLC pursues investment avenues with agility and insight. Its strategy hinges on the ability to discern market inflections across sectors like technology and healthcare, targeting firms poised for transformative growth. By integrating hands-on expertise with proactive capital deployment, the firm cultivates robust partnerships that enhance portfolio performance. The leadership team’s extensive backgrounds in both finance and industry elevate decision-making processes, allowing for strategic pivots that capitalize on evolving trends. This dynamic approach fosters not only value creation but also sustainable development across their diverse investments.
Emerging from a unique operational blueprint, CHB Investment Group LLC pursues investment avenues with agility and insight. Its strategy hinges on the ability to discern market inflections across sectors like technology and healthcare, targeting firms poised for transformative growth. By integrating hands-on expertise with proactive capital deployment, the firm cultivates robust partnerships that enhance portfolio performance. The leadership team’s extensive backgrounds in both finance and industry elevate decision-making processes, allowing for strategic pivots that capitalize on evolving trends. This dynamic approach fosters not only value creation but also sustainable development across their diverse investments.
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:
1.16%
Gain +0.32%
Monthly
0.05%
Yearly
0.59%
Drawdown
11.56%
$195.38M
Equity
Holdings
$195.38M
Investment
$190.49M
$2.16M
Profit +$610,700.9
Realized
-$2.73M
Unrealized
$4.89M
Dividends
$8.55M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$610,700.9
Win %
56%
This Week
Compared To Last Week
Gain
-1.99%
Profit
-$3.96M
Win %
56%
This Month
Compared to last month
Gain
-2.24%
Profit
-$4.47M
Win %
56%
This Year
Compared to last year
Gain
-0.34%
Profit
-$658,492.11
Win %
56%
TMUS T-Mobile US, Inc.
+3.51%
+$102,368.76 
EME EMCOR Group, Inc.
+3.47%
+$17,045.87 
GOOGL Alphabet Inc
+2.15%
+$11,109.82 
GRMN Garmin Ltd.
+1.85%
+$90,534.97 
NRG NRG Energy, Inc.
+1.78%
+$50,651.47 
IBM International Business Machines Corporation
+1.78%
+$3,606.89 
AZO AutoZone Inc.
+1.3%
+$35,333.58 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+1.1%
+$20,321.91 
IOO iShares Global 100 ETF
+1.02%
+$27,547.51 
VONG Vanguard Russell 1000 Growth Fund
+1%
+$29,752.5 
IWY iShares Russell Top 200 Growth ETF
+0.89%
+$30,025.34 
ABBV AbbVie Inc.
+0.89%
+$5,107.5 
QQQ Invesco QQQ Trust, Series 1
+0.87%
+$6,477.57 
URTH iShares MSCI World ETF
+0.84%
+$13,137.62 
VOO Vanguard S&P 500 ETF
+0.81%
+$22,574.95 
MSI Motorola Solutions, Inc.
+0.8%
+$33,703.2 
TOK iShares MSCI Kokusai ETF
+0.8%
+$18,583.22 
DGT SPDR Global Dow ETF
+0.8%
+$19,071.84 
SCHB Schwab U.S. Broad Market ETF
+0.77%
+$29,011.05 
DRI Darden Restaurants, Inc.
+0.73%
+$26,520.96 
VB Vanguard Small-Cap ETF
+0.73%
+$11,893.92 
ORLY O'Reilly Automotive Inc.
+0.69%
+$25,095.77 
DIVS SmartETFs Dividend Builder ETF
+0.68%
+$8,360.16 
SPGP Invesco S&P 500 GARP ETF
+0.68%
+$20,781.54 
VO Vanguard Mid-Cap ETF
+0.68%
+$14,515.6 
V Visa Inc. Class A
+0.61%
+$22,712.46 
IJR iShares Core S&P Small-Cap ETF
+0.59%
+$7,772.95 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.58%
+$8,273.79 
SCHM Schwab U.S. Mid-Cap ETF
+0.57%
+$9,259 
EQWL Invesco S&P 100 Equal Weight ETF
+0.52%
+$15,616.88 
ROL Rollins, Inc.
+0.49%
+$11,371.13 
XMHQ Invesco S&P MidCap Quality ETF
+0.48%
+$12,525.74 
RSG Republic Services, Inc.
+0.44%
+$14,005.85 
COF Capital One Financial Corporation
+0.33%
+$693.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.27%
+$32,696.06 
SCHD Schwab U.S. Dividend Equity ETF
+0.23%
+$7,694.88 
WMT Walmart Inc.
+0.23%
+$9,211.92 
ORCL Oracle Corporation
+0.2%
+$449.7 
CP Canadian Pacific Kansas City Limited
+0.16%
+$414.7 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.16%
+$13,389.7 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+0.12%
+$2,271.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.12%
+$7,547.09 
COST Costco Wholesale Corporation
+0.09%
+$2,753.11 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.04%
+$5,129.1 
AGZ iShares Agency Bond ETF
+0.02%
+$725.37 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.01%
+$201.2 
FLTR VanEck IG Floating Rate ETF
0%
$0 
ABT Abbott Laboratories
-1.33%
-$2,756.87 
CBOE Cboe Global Markets Inc.
-1.08%
-$49,637.2 
TJX The TJX Companies, Inc.
-1.04%
-$35,798.4 
BRO Brown & Brown Inc.
-0.9%
-$19,526.71 
SYK Stryker Corporation
-0.72%
-$18,907.34 
HIG The Hartford Insurance Group, Inc.
-0.66%
-$25,229.98 
AMGN Amgen Inc.
-0.61%
-$12,654.75 
UNP Union Pacific Corporation
-0.59%
-$1,999.2 
UPS United Parcel Service, Inc.
-0.58%
-$1,567.21 
NSC Norfolk Southern Corporation
-0.54%
-$1,605.44 
PGR Progressive Corporation
-0.32%
-$8,888.56 
BR Broadridge Financial Solutions, Inc.
-0.31%
-$8,149.44 
BSX Boston Scientific Corporation
-0.29%
-$4,472.87 
MCK McKesson Corporation
-0.28%
-$11,641.24 
WRB W.R. Berkley Corporation
-0.26%
-$9,422.1 
STIP iShares 0-5 Year TIPS Bond ETF
-0.2%
-$6,823.2 
ALL Allstate Corporation
-0.19%
-$8,118.53 
XOM Exxon Mobil Corporation
-0.18%
-$5,158.8 
BRK-B Berkshire Hathaway Inc.
-0.16%
-$5,684 
ADP Automatic Data Processing Inc.
-0.15%
-$4,894.4 
AFL Aflac Inc.
-0.06%
-$2,610.58 
NOW ServiceNow, Inc.
-0.03%
-$640.5 Events
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Dividends
Dividend Analysis
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| Trades 262 | Longs Won 129/262 49% | Profit Factor 1.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $366,592.97 |
| Average Win $180,402.04 | Best Trade (Sep 02) $1.97M | Sharpe Ratio -10.88 |
| Average Loss -$158,752.19 | Worst Trade (Sep 09) -$1.47M | Z-Score 0.07 (5.24%) |
| Commissions $0 | Avg. Trade Length 1y 2w 1d | Expectancy $8,235.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.49% | 8.11% |
| Consecutive Losing Trades | 1,230 | 1,107 | 984 | 861 | 738 | 615 | 492 | 369 | 246 | 123 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 2,250 | $444,330 | $578,857.5 | - | $134,527.5 | 30.28% | +0.89% |
| ABT Abbott Laboratories | 2,005 | $228,590.05 | $204,479.92 | - | -$24,110.13 | -10.55% | -1.33% |
| ADP Automatic Data Processing Inc. | 12,236 | $3.77M | $3.27M | - | -$507,426.92 | -13.45% | -0.15% |
| AFL Aflac Inc. | 37,294 | $3.93M | $4.27M | - | $333,408.36 | 8.48% | -0.061% |
| AGZ iShares Agency Bond ETF | 29,015 | $3.2M | $3.12M | - | -$80,055.49 | -2.5% | +0.023% |
| ALL Allstate Corporation | 17,092 | $3.26M | $4.3M | - | $1.04M | 31.9% | -0.189% |
| AMGN Amgen Inc. | 5,385 | $1.74M | $2.05M | - | $311,845.35 | 17.97% | -0.614% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 297,549 | $8.75M | $8.51M | - | -$236,855.06 | -2.71% | +0.158% |
| AZO AutoZone Inc. | 945 | $3.51M | $2.76M | - | -$749,734.65 | -21.37% | +1.298% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 170,970 | $13.37M | $12.68M | - | -$686,738.81 | -5.14% | +0.04% |
| BR Broadridge Financial Solutions, Inc. | 15,672 | $3.81M | $2.63M | - | -$1.18M | -30.99% | -0.309% |
| BRK-B Berkshire Hathaway Inc. | 7,105 | $3.29M | $3.6M | - | $308,478.34 | 9.38% | -0.158% |
| BRO Brown & Brown Inc. | 32,818 | $3.43M | $2.16M | - | -$1.27M | -37.01% | -0.897% |
| BSX Boston Scientific Corporation | 35,783 | $3.03M | $1.54M | - | -$1.5M | -49.3% | -0.29% |
| CBOE Cboe Global Markets Inc. | 16,012 | $3.31M | $4.55M | - | $1.25M | 37.65% | -1.078% |
| COF Capital One Financial Corporation | 1,020 | $217,015.2 | $211,945.8 | - | -$5,069.4 | -2.34% | +0.328% |
| COST Costco Wholesale Corporation | 3,317 | $2.97M | $3M | - | $25,396.85 | 0.85% | +0.092% |
| CP Canadian Pacific Kansas City Limited | 2,860 | $244,644.4 | $254,497.1 | - | $9,852.7 | 4.03% | +0.163% |
| DGT SPDR Global Dow ETF | 12,622 | $1.74M | $2.41M | - | $666,342.9 | 38.29% | +0.799% |
| DIVS SmartETFs Dividend Builder ETF | 36,396 | $1.1M | $1.23M | - | $133,937.28 | 12.21% | +0.684% |
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FAQ
Which stocks have generated the highest profits for CHB Investment Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: Axon Enterprise, Inc - $1.16M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.12M, VanEck Fallen Angel High Yield Bond ETF - $1.11M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.03M, and Fiserv, Inc - $733,572.8. 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: Regeneron Pharmaceuticals, Inc - $1.04M, Iron Mountain Inc - $886,654.85, Nordson Corporation - $671,435.23, Hubbell Inc - $646,408.44, and Leidos Holdings Inc - $491,214.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does CHB Investment Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.55M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.13M, VanEck Fallen Angel High Yield Bond ETF - $1.11M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.03M, Vanguard Intermediate-Term Corporate Bond Fund - $613,598.35, and iShares 0-5 Year TIPS Bond ETF - $269,307.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are CHB Investment Group LLC's monthly returns?
CHB Investment Group LLC'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 CHB Investment Group LLC's strategy be considered aggressive or moderate?
CHB Investment Group LLC'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 CHB Investment Group LLC's strategy?
CHB Investment Group LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
