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:
4.5%
Gain +0.25%
Monthly
0.18%
Yearly
2.15%
Drawdown
11.56%
$201.74M
Equity
Holdings
$201.74M
Investment
$190.49M
$8.52M
Profit +$500,584.22
Realized
-$2.73M
Unrealized
$11.25M
Dividends
$8.9M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.25%
Profit
$500,584.22
Win %
61%
This Week
Compared To Last Week
Gain
0.25%
Profit
$500,584.22
Win %
61%
This Month
Compared to last month
Gain
6.09%
Profit
$11.57M
Win %
61%
This Year
Compared to last year
Gain
2.91%
Profit
$5.7M
Win %
61%
EME EMCOR Group, Inc.
+3.2%
+$13,616.34 
IWY iShares Russell Top 200 Growth ETF
+1.42%
+$47,165.79 
VONG Vanguard Russell 1000 Growth ETF
+1.41%
+$41,415.48 
QQQ Invesco QQQ Trust, Series 1
+1.37%
+$10,101.87 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+1.18%
+$21,112.75 
XMHQ Invesco S&P MidCap Quality ETF
+1.17%
+$31,141.97 
COF Capital One Financial Corp.
+1.14%
+$2,330.7 
ABT Abbott Laboratories
+1.07%
+$2,215.53 
IJR iShares Core S&P Small-Cap ETF
+1.04%
+$13,485.6 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+1%
+$18,870.35 
SCHB Schwab U.S. Broad Market ETF
+0.96%
+$36,102.64 
VOO Vanguard S&P 500 ETF
+0.93%
+$25,743.02 
ORLY O'Reilly Automotive Inc.
+0.9%
+$34,354.53 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.9%
+$12,470.64 
URTH iShares MSCI World ETF
+0.87%
+$13,517.32 
VB Vanguard Small-Cap ETF
+0.86%
+$13,792.48 
ALL The Allstate Corporation
+0.84%
+$36,235.04 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.83%
+$17,777.65 
IOO iShares Global 100 ETF
+0.79%
+$21,299.62 
SCHM Schwab U.S. Mid-Cap ETF
+0.75%
+$12,036.7 
UNP Union Pacific Corp.
+0.72%
+$2,499 
AFL Aflac Incorporated
+0.71%
+$32,072.84 
NSC Norfolk Southern Corp.
+0.7%
+$2,134.41 
DRI Darden Restaurants, Inc.
+0.65%
+$24,165.48 
ORCL Oracle Corporation
+0.63%
+$1,184.21 
EQWL Invesco S&P 100 Equal Weight ETF
+0.61%
+$18,372.8 
AMGN Amgen Inc. Common Stock
+0.6%
+$14,216.35 
IBM International Business Machines Corporation
+0.54%
+$1,186.42 
SPGP Invesco S&P 500 GARP ETF
+0.52%
+$16,024.32 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.45%
+$37,193.62 
NRG NRG Energy, Inc.
+0.43%
+$10,181.2 
DIVS SmartETFs Dividend Builder ETF
+0.42%
+$5,313.82 
MSI Motorola Solutions, Inc.
+0.41%
+$17,848.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.41%
+$48,757.28 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.38%
+$7,243.2 
RSG Republic Services Inc.
+0.37%
+$12,928.5 
WMT Walmart Inc.
+0.37%
+$16,888.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$13,961.33 
WRB W. R. Berkley Corporation
+0.31%
+$12,039.35 
ABBV AbbVie Inc.
+0.28%
+$1,822.5 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.27%
+$17,008.75 
AZO AutoZone, Inc.
+0.22%
+$6,671.69 
COST Costco Wholesale Corp
+0.2%
+$6,617.38 
DGT State Street SPDR Global Dow ETF
+0.2%
+$4,702.96 
TJX The TJX Companies, Inc.
+0.17%
+$6,780.05 
BIV Vanguard Intermediate-Term Bond ETF
+0.13%
+$16,242.15 
GOOGL Alphabet Inc
+0.12%
+$622.4 
HIG The Hartford Insurance Group, Inc.
+0.07%
+$2,522.97 
AGZ iShares Agency Bond ETF
+0.07%
+$2,031.05 
CP Canadian Pacific Kansas City Ltd.
+0.04%
+$114.4 
FLTR VanEck IG Floating Rate ETF
+0.04%
+$123.91 
TMUS T-Mobile US Inc.
+0.03%
+$658.48 
ROL Rollins Inc.
+0.01%
+$334.44 
TOK iShares MSCI Kokusai ETF
0%
$0 
BRO Brown & Brown Inc.
-2.32%
-$55,462.42 
NOW ServiceNow Inc.
-1.92%
-$55,723.68 
V Visa Inc. Class A
-0.95%
-$38,928.38 
SYK Stryker Corp.
-0.85%
-$25,583.15 
CBOE Cboe Global Markets Inc.
-0.76%
-$41,551.14 
BR Broadridge Financial Solutions, Inc.
-0.69%
-$19,746.72 
BSX Boston Scientific Corp.
-0.54%
-$8,766.83 
ADP Automatic Data Processing Inc.
-0.49%
-$18,354 
UPS United Parcel Service, Inc. Class B Common Stock
-0.45%
-$1,205.54 
MCK McKesson Corporation
-0.41%
-$19,418.07 
PGR The Progressive Corporation
-0.1%
-$2,984.57 
STIP iShares 0-5 Year TIPS Bond ETF
-0.06%
-$1,876.38 
GRMN Garmin Ltd.
-0.01%
-$359.98 
XOM ExxonMobil Holdings Corporation
-0.01%
-$172.13 
SCHD Schwab U.S. Dividend Equity ETF
0%
-$28.86 Events
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Dividends
Dividend Analysis
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| Trades 262 | Longs Won 135/262 51% | Profit Factor 1.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $409,459.12 |
| Average Win $212,431.23 | Best Trade (Oct 20) $2.43M | Sharpe Ratio -10.87 |
| Average Loss -$158,724.17 | Worst Trade (Oct 26) -$1.73M | Z-Score 0.32 (25.48%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w | Expectancy $32,520.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 1,271 | 1,144 | 1,017 | 889 | 762 | 635 | 508 | 381 | 254 | 127 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 2,250 | $444,330 | $644,512.5 | - | $200,182.5 | 45.05% | +0.284% |
| ABT Abbott Laboratories | 2,005 | $228,590.05 | $210,134.02 | - | -$18,456.03 | -8.07% | +1.066% |
| ADP Automatic Data Processing Inc. | 12,236 | $3.77M | $3.7M | - | -$70,234.64 | -1.86% | -0.493% |
| AFL Aflac Incorporated | 37,294 | $3.93M | $4.53M | - | $593,347.54 | 15.09% | +0.714% |
| AGZ iShares Agency Bond ETF | 29,015 | $3.2M | $3.11M | - | -$89,340.29 | -2.79% | +0.065% |
| ALL The Allstate Corporation | 17,092 | $3.26M | $4.36M | - | $1.11M | 34% | +0.837% |
| AMGN Amgen Inc. Common Stock | 5,385 | $1.74M | $2.38M | - | $644,530.6 | 37.15% | +0.601% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 297,549 | $8.75M | $8.23M | - | -$510,600.14 | -5.84% | +0.454% |
| AZO AutoZone, Inc. | 945 | $3.51M | $3.03M | - | -$476,667.45 | -13.59% | +0.221% |
| BIV Vanguard Intermediate-Term Bond ETF | 170,970 | $13.37M | $12.66M | - | -$714,094.01 | -5.34% | +0.128% |
| BR Broadridge Financial Solutions, Inc. | 15,672 | $3.81M | $2.85M | - | -$956,148.72 | -25.1% | -0.687% |
| BRK-B Berkshire Hathaway Inc. | 7,105 | $3.29M | $3.87M | - | $578,148.61 | 17.58% | +0.362% |
| BRO Brown & Brown Inc. | 32,818 | $3.43M | $2.34M | - | -$1.09M | -31.7% | -2.316% |
| BSX Boston Scientific Corp. | 35,783 | $3.03M | $1.63M | - | -$1.41M | -46.39% | -0.536% |
| CBOE Cboe Global Markets Inc. | 16,012 | $3.31M | $5.41M | - | $2.1M | 63.52% | -0.762% |
| COF Capital One Financial Corp. | 1,020 | $217,015.2 | $207,697.5 | - | -$9,317.7 | -4.29% | +1.135% |
| COST Costco Wholesale Corp | 3,317 | $2.97M | $3.33M | - | $364,079.13 | 12.26% | +0.199% |
| CP Canadian Pacific Kansas City Ltd. | 2,860 | $244,644.4 | $256,113 | - | $11,468.6 | 4.69% | +0.045% |
| DGT State Street SPDR Global Dow ETF | 12,622 | $1.74M | $2.39M | - | $644,633.06 | 37.04% | +0.198% |
| DIVS SmartETFs Dividend Builder ETF | 36,396 | $1.1M | $1.26M | - | $159,778.44 | 14.56% | +0.425% |
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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 - $1.12M, VanEck Fallen Angel High Yield Bond ETF - $1.11M, Vanguard Intermediate-Term Bond ETF - $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 $8.9M 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 - $1.03M, Vanguard Intermediate-Term Corporate Bond ETF - $640,608.97, and iShares 0-5 Year TIPS Bond ETF - $269,315.89. 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.
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