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:
3.95%
Gain +0.31%
Monthly
0.19%
Yearly
2.3%
Drawdown
12.21%
$191.72M
Equity
Holdings
$191.72M
Investment
$184.56M
$7.18M
Profit +$578,999.21
Realized
$25,548.48
Unrealized
$7.16M
Dividends
$7.19M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.31%
Profit
$578,999.21
Win %
67%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$723,823.42
Win %
67%
This Month
Compared to last month
Gain
0.2%
Profit
$374,969.85
Win %
67%
This Year
Compared to last year
Gain
0.47%
Profit
$891,101.1
Win %
67%
DPZ Domino's Pizza Inc.
+2.28%
+$37,654.31 
VMC Vulcan Materials Company
+2.27%
+$67,214.4 
JPM JPMorgan Chase & Co.
+2.18%
+$6,005.53 
EME EMCOR Group, Inc.
+1.96%
+$10,462.71 
LDOS Leidos Holdings Inc.
+1.87%
+$42,050 
MLM Martin Marietta Materials, Inc.
+1.84%
+$50,887.97 
UNP Union Pacific Corporation
+1.58%
+$5,057.5 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.48%
+$20,813.72 
IJR iShares Core S&P Small-Cap ETF
+1.48%
+$20,578 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+1.42%
+$26,280.88 
GOOGL Alphabet Inc
+1.34%
+$7,617.62 
NSC Norfolk Southern Corporation
+1.26%
+$3,619.2 
CI The Cigna Group
+1.17%
+$27,151.58 
XOM Exxon Mobil Corporation
+1.15%
+$29,061.07 
SCHM Schwab U.S. Mid-Cap ETF
+1.15%
+$19,781.68 
IRM Iron Mountain Inc.
+1.06%
+$38,802.75 
CP Canadian Pacific Kansas City Limited
+1.01%
+$2,588.3 
NDSN Nordson Corporation
+0.96%
+$31,863.46 
SCHD Schwab U.S. Dividend Equity ETF
+0.95%
+$29,602.83 
HUBB Hubbell Inc.
+0.94%
+$30,729.28 
VB Vanguard Small-Cap ETF
+0.94%
+$15,846.16 
PCAR PACCAR Inc.
+0.93%
+$27,025.69 
VO Vanguard Mid-Cap ETF
+0.92%
+$19,418 
SPGP Invesco S&P 500 GARP ETF
+0.76%
+$22,806.42 
EQWL Invesco S&P 100 Equal Weight ETF
+0.76%
+$22,284.78 
TOK iShares MSCI Kokusai ETF
+0.75%
+$17,732.96 
HIG The Hartford Insurance Group, Inc.
+0.69%
+$23,305.3 
MSI Motorola Solutions, Inc.
+0.64%
+$18,157.06 
DGT SPDR Global Dow ETF
+0.64%
+$15,036.47 
JNJ Johnson & Johnson
+0.63%
+$5,421.05 
WM Waste Management, Inc.
+0.61%
+$17,658.64 
XMHQ Invesco S&P MidCap Quality ETF
+0.56%
+$14,356.72 
SCHB Schwab U.S. Broad Market ETF
+0.54%
+$19,999.34 
BRK-B Berkshire Hathaway Inc.
+0.5%
+$15,548.5 
RSG Republic Services, Inc.
+0.48%
+$14,009.66 
VOO Vanguard S&P 500 ETF
+0.48%
+$12,889.58 
QQQ Invesco QQQ Trust, Series 1
+0.46%
+$3,172.45 
ALL Allstate Corporation
+0.41%
+$14,100.11 
URTH iShares MSCI World ETF
+0.4%
+$6,168.8 
REGN Regeneron Pharmaceuticals, Inc.
+0.38%
+$6,038.08 
CBOE Cboe Global Markets Inc.
+0.3%
+$13,561.2 
MCK McKesson Corporation
+0.28%
+$10,353.89 
DIVS SmartETFs Dividend Builder ETF
+0.25%
+$2,967.17 
AMGN Amgen Inc.
+0.18%
+$6,562.1 
IOO iShares Global 100 ETF
+0.14%
+$3,727.62 
BRO Brown & Brown Inc.
+0.1%
+$1,761.6 
FISV Fiserv, Inc.
+0.04%
+$414.22 
ABBV AbbVie Inc.
+0.03%
+$146.25 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.02%
+$1,526.68 
ABC AmerisourceBergen Corporation
0%
$0 
NOW ServiceNow, Inc.
-2.45%
-$44,148.5 
ABT Abbott Laboratories
-1.97%
-$3,690.61 
AXON Axon Enterprise, Inc.
-1.56%
-$60,185.37 
BSX Boston Scientific Corporation
-1.53%
-$24,708.24 
MSFT Microsoft Corp.
-0.85%
-$21,819.61 
WRB-PH W.R. Berkley Corporation 4.125%
-0.78%
-$6,066.84 
IBM International Business Machines Corporation
-0.75%
-$2,396.14 
ORCL Oracle Corporation
-0.71%
-$1,901.5 
LLY Eli Lilly and Company
-0.63%
-$23,160.32 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.54%
-$10,848.38 
UPS United Parcel Service, Inc.
-0.34%
-$991.6 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.3%
-$6,040.17 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.17%
-$22,489.09 
COST Costco Wholesale Corporation
-0.17%
-$5,034.78 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.17%
-$21,887.17 
IWY iShares Russell Top 200 Growth ETF
-0.17%
-$5,519.98 
TJX The TJX Companies, Inc.
-0.16%
-$6,558.57 
ACGL Arch Capital Group Ltd
-0.12%
-$2,944.04 
AGZ iShares Agency Bond ETF
-0.11%
-$3,483.6 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.11%
-$7,239.78 
STIP iShares 0-5 Year TIPS Bond ETF
-0.06%
-$2,184.72 
VONG Vanguard Russell 1000 Growth Fund
-0.02%
-$486.94 
PGR Progressive Corporation
-0.01%
-$364.38 
FLTR VanEck IG Floating Rate ETF
-0.01%
-$21.71 Events
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Dividends
Dividend Analysis
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| Trades 199 | Longs Won 119/199 59% | Profit Factor 1.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $363,402.12 |
| Average Win $169,188.84 | Best Trade (Jun 11) $1.52M | Sharpe Ratio -9.92 |
| Average Loss -$161,891.55 | Worst Trade (Jun 11) -$2.22M | Z-Score 4.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 2d | Expectancy $36,091.19 |
| 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 | 1,185 | 1,066 | 948 | 829 | 711 | 592 | 474 | 355 | 237 | 118 |
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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