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:
1.42%
Gain +0.4%
Monthly
0.06%
Yearly
0.78%
Drawdown
11.56%
$195.87M
Equity
Holdings
$195.87M
Investment
$190.49M
$2.65M
Profit +$762,943.37
Realized
-$2.73M
Unrealized
$5.38M
Dividends
$8.01M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$762,943.37
Win %
58%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$669,181.97
Win %
58%
This Month
Compared to last month
Gain
0.71%
Profit
$1.37M
Win %
58%
This Year
Compared to last year
Gain
-0.08%
Profit
-$164,448.5
Win %
58%
PGR Progressive Corporation
+2.05%
+$55,407.52 
CBOE Cboe Global Markets Inc.
+1.85%
+$80,860.6 
TMUS T-Mobile US, Inc.
+1.67%
+$52,830.18 
ALL Allstate Corporation
+1.58%
+$67,342.48 
WRB W.R. Berkley Corporation
+1.55%
+$58,102.95 
GOOGL Alphabet Inc
+1.5%
+$8,122.32 
NOW ServiceNow, Inc.
+1.48%
+$27,999 
NRG NRG Energy, Inc.
+1.14%
+$37,543.18 
ABT Abbott Laboratories
+0.99%
+$2,005 
TJX The TJX Companies, Inc.
+0.79%
+$33,222 
XOM Exxon Mobil Corporation
+0.7%
+$17,866.64 
V Visa Inc. Class A
+0.67%
+$24,273.52 
HIG The Hartford Insurance Group, Inc.
+0.18%
+$7,288.3 
IBM International Business Machines Corporation
+0.14%
+$259.8 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$765.77 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$3,552.5 
BR Broadridge Financial Solutions, Inc.
+0.09%
+$2,115.72 
FLTR VanEck IG Floating Rate ETF
+0.02%
+$61.95 
VONG Vanguard Russell 1000 Growth Fund
+0.02%
+$476.04 
ORCL Oracle Corporation
-3.99%
-$7,554.96 
UPS United Parcel Service, Inc.
-3.85%
-$12,135.87 
CP Canadian Pacific Kansas City Limited
-2.2%
-$5,891.6 
GRMN Garmin Ltd.
-1.93%
-$86,647.19 
DRI Darden Restaurants, Inc.
-1.92%
-$66,476.88 
UNP Union Pacific Corporation
-1.85%
-$6,652.1 
WMT Walmart Inc.
-1.79%
-$78,301.32 
ORLY O'Reilly Automotive Inc.
-1.77%
-$64,467.76 
AZO AutoZone Inc.
-1.66%
-$47,826.45 
NSC Norfolk Southern Corporation
-1.51%
-$4,755.07 
MCK McKesson Corporation
-1.22%
-$49,141.3 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-1.07%
-$20,967.05 
ROL Rollins, Inc.
-0.82%
-$24,748.93 
RSG Republic Services, Inc.
-0.79%
-$25,138.75 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.78%
-$11,391.45 
MSI Motorola Solutions, Inc.
-0.7%
-$26,183.4 
IJR iShares Core S&P Small-Cap ETF
-0.65%
-$8,943.61 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.65%
-$12,876.8 
VB Vanguard Small-Cap ETF
-0.65%
-$10,721.28 
SCHM Schwab U.S. Mid-Cap ETF
-0.63%
-$10,184.9 
COF Capital One Financial Corporation
-0.62%
-$1,315.79 
BRO Brown & Brown Inc.
-0.59%
-$13,455.38 
BSX Boston Scientific Corporation
-0.59%
-$9,303.58 
AMGN Amgen Inc.
-0.58%
-$11,416.2 
TOK iShares MSCI Kokusai ETF
-0.57%
-$13,072.86 
COST Costco Wholesale Corporation
-0.54%
-$16,817.19 
AFL Aflac Inc.
-0.53%
-$24,614.04 
DIVS SmartETFs Dividend Builder ETF
-0.52%
-$6,369.3 
SCHD Schwab U.S. Dividend Equity ETF
-0.52%
-$16,351.62 
EQWL Invesco S&P 100 Equal Weight ETF
-0.48%
-$14,238.69 
DGT SPDR Global Dow ETF
-0.47%
-$10,854.92 
ABBV AbbVie Inc.
-0.41%
-$2,373.75 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.39%
-$47,610.04 
VO Vanguard Mid-Cap ETF
-0.39%
-$8,181.52 
URTH iShares MSCI World ETF
-0.38%
-$5,885.27 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.34%
-$6,414 
XMHQ Invesco S&P MidCap Quality ETF
-0.31%
-$7,929.14 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$18,271.89 
SCHB Schwab U.S. Broad Market ETF
-0.28%
-$10,315.04 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.26%
-$34,194 
SYK Stryker Corporation
-0.24%
-$7,601.78 
VOO Vanguard S&P 500 ETF
-0.17%
-$4,662.37 
SPGP Invesco S&P 500 GARP ETF
-0.14%
-$4,256.46 
IOO iShares Global 100 ETF
-0.09%
-$2,271.96 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.07%
-$5,950.98 
EME EMCOR Group, Inc.
-0.06%
-$295.65 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,705.8 
AGZ iShares Agency Bond ETF
-0.05%
-$1,450.75 
IWY iShares Russell Top 200 Growth ETF
-0.03%
-$827.59 
ADP Automatic Data Processing Inc.
-0.01%
-$305.9 Events
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Dividends
Dividend Analysis
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| Trades 262 | Longs Won 131/262 50% | Profit Factor 1.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $352,855.9 |
| Average Win $174,859.07 | Best Trade (Jul 19) $1.59M | Sharpe Ratio -10.88 |
| Average Loss -$154,615.83 | Worst Trade (Jul 24) -$1.55M | Z-Score 0.43 (33.52%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $10,121.62 |
| 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% | 0.08% | 3.42% |
| Consecutive Losing Trades | 1,267 | 1,141 | 1,014 | 887 | 760 | 634 | 507 | 380 | 253 | 127 |
Hover over the desired column for a detailed explanation.
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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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 - $1.02M, VanEck Fallen Angel High Yield Bond ETF - $1.01M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $933,131.48, 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 - $888,672.11, Nordson Corporation - $680,343.61, Hubbell Inc - $646,408.44, and Leidos Holdings Inc - $498,591.54. 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 $8.01M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.03M, VanEck Fallen Angel High Yield Bond ETF - $1.01M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $935,215.17, Vanguard Intermediate-Term Corporate Bond Fund - $559,402.34, and iShares 0-5 Year TIPS Bond ETF - $244,095.98. 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.
