Ashish Sharma Portfolio
Invests via DGS Capital Management LLC | Managed by Ashish Sharma
Invests via DGS Capital Management LLC
Managed by Ashish Sharma
Automatically Tracked
Ashish Sharma Profile
With a diverse background in technology and finance, Ashish Sharma has played a pivotal role in transforming startups into scalable enterprises. Leveraging his extensive experience in both the startup ecosystem and established financial institutions, he has navigated complex market dynamics to identify lucrative investment opportunities. His expertise spans strategic growth initiatives, corporate partnerships, and operational excellence, making him a notable figure among entrepreneurial leaders. Active in mentoring emerging talent within the tech sector, he champions innovative approaches that drive sustainable business practices while contributing to broader economic development.
With a diverse background in technology and finance, Ashish Sharma has played a pivotal role in transforming startups into scalable enterprises. Leveraging his extensive experience in both the startup ecosystem and established financial institutions, he has navigated complex market dynamics to identify lucrative investment opportunities. His expertise spans strategic growth initiatives, corporate partnerships, and operational excellence, making him a notable figure among entrepreneurial leaders. Active in mentoring emerging talent within the tech sector, he champions innovative approaches that drive sustainable business practices while contributing to broader economic development.
Investment Philosophy & Strategy
Opportunity recognition within evolving market landscapes drives Ashish Sharma's investment mindset. His entrepreneurial experience and proficiency in technology empower him to uncover transformative ventures poised for growth. By fostering partnerships and enhancing operational capabilities, he emphasizes scalability as a key determinant of success. Focused on leveraging insights from the tech sector, the approach navigates disruptive trends with a forward-thinking lens. A proponent of sustainable practices, there is an intentional alignment with investments that contribute positively to both economic development and innovation.
Opportunity recognition within evolving market landscapes drives Ashish Sharma's investment mindset. His entrepreneurial experience and proficiency in technology empower him to uncover transformative ventures poised for growth. By fostering partnerships and enhancing operational capabilities, he emphasizes scalability as a key determinant of success. Focused on leveraging insights from the tech sector, the approach navigates disruptive trends with a forward-thinking lens. A proponent of sustainable practices, there is an intentional alignment with investments that contribute positively to both economic development and innovation.
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:
157.2%
Gain +3.3%
Monthly
1.39%
Yearly
17.98%
Drawdown
45.2%
$667.23M
Equity
Holdings
$667.23M
Investment
$479.57M
$183.95M
Profit +$5.33M
Realized
-$3.71M
Unrealized
$187.66M
Dividends
$23.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.3%
Profit
$5.33M
Win %
73%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$7.28M
Win %
73%
This Month
Compared to last month
Gain
-0.62%
Profit
-$4.13M
Win %
73%
This Year
Compared to last year
Gain
12.28%
Profit
$72.95M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$1.34M 
IRWD Ironwood Pharmaceuticals Inc.
+13.4%
+$7,441.5 
BABX Graniteshares 2x Long Alibaba ETF
+10.29%
+$17,817.36 
MSA Msa Safety Inc.
+9.13%
+$22,494.95 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$22,409.4 
GOOG Alphabet Inc
+6.88%
+$860,111.65 
GOOGL Alphabet Inc
+6.73%
+$609,566.16 
PTEN Patterson-UTI Energy Inc.
+6.4%
+$11,178.72 
OBE Obsidian Energy Ltd.
+5.62%
+$6,836.58 
VIAV Viavi Solutions Inc.
+5.42%
+$14,966.31 
HIMZ Defiance 2x Long Hims ETF
+5.33%
+$18,827.2 
QUAD Quad Graphics Inc.
+5.16%
+$5,460.06 
MTX Minerals Technologies Inc.
+5.14%
+$11,439.91 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$33,344.39 
KOS Kosmos Energy Ltd.
+5.08%
+$4,629.69 
RIG Transocean Ltd.
+4.72%
+$4,586.64 
SNDR Schneider National, Inc.
+4.69%
+$12,236.8 
ASAN Asana Inc.
+4.65%
+$23,089.11 
CBOE Cboe Global Markets Inc.
+4.62%
+$18,357.72 
KJD KraneShares 2x Long JD Daily ETF
+4.42%
+$11,266.1 
SNPS Synopsys, Inc.
+4.41%
+$12,125.35 
UI Ubiquiti Inc.
+4.37%
+$65,980.68 
LPLA LPL Financial Holdings Inc.
+4.28%
+$20,545.42 
ZM Zoom Video Communications, Inc.
+4.06%
+$15,450 
TSEM Tower Semiconductor Ltd.
+4.03%
+$131,147.61 
MUR Murphy Oil Corporation
+4%
+$12,142.08 
RNG RingCentral Inc.
+4%
+$25,769.88 
PLXS Plexus Corp.
+3.86%
+$10,827.29 
MOD Modine Manufacturing Company
+3.69%
+$18,039.44 
YUMC Yum China Holdings Inc.
+3.68%
+$8,881.74 
FFIV F5 Inc.
+3.56%
+$12,161.61 
FERG Ferguson Enterprises Inc
+3.52%
+$11,596.35 
BIDU Baidu Inc.
+3.38%
+$11,438.13 
AMKR Amkor Technology Inc.
+3.34%
+$21,353.43 
TT Trane Technologies plc
+3.33%
+$7,364.35 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$10,080.34 
META Meta Platforms Inc Class A
+3.28%
+$241,314.2 
MTDR Matador Resources Company
+3.27%
+$8,960.18 
NRC National Research Corporation
+3.17%
+$6,222.6 
UHS Universal Health Services, Inc.
+3.15%
+$55,877.61 
TK Teekay Corporation Ltd.
+3.1%
+$22,750.35 
AAMI Acadian Asset Management Inc.
+3.03%
+$74,902.06 
MSFT Microsoft Corp.
+3.02%
+$426,836.87 
CNO CNO Financial Group Inc.
+2.99%
+$21,329.6 
NVDA NVIDIA Corporation
+2.93%
+$603,901.76 
ESLT Elbit Systems Ltd.
+2.89%
+$11,072.72 
SM SM Energy Company
+2.81%
+$17,770.63 
APA APA Corporation
+2.73%
+$18,986.22 
MGY Magnolia Oil & Gas Corp.
+2.72%
+$4,335.67 
EGHT 8x8 Inc.
+2.7%
+$853.1 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$15,175.7 
NTAP NetApp, Inc.
+2.6%
+$27,092.88 
MTD Mettler-Toledo International Inc.
+2.58%
+$12,848.42 
SD SandRidge Energy Inc.
+2.58%
+$3,633.35 
AREN Arena Group Holdings Inc.
+2.56%
+$755.46 
DRH DiamondRock Hospitality Company
+2.56%
+$3,430.35 
PRG Prog Holdings Inc.
+2.47%
+$119,882.82 
EVR Evercore Inc.
+2.46%
+$69,448.39 
PLAB Photronics Inc.
+2.4%
+$4,960.77 
APPF Appfolio Inc.
+2.37%
+$12,022.1 
CVX Chevron Corporation
+2.35%
+$16,100.24 
RGP Resources Connection Inc.
+2.34%
+$1,184.7 
FAST Fastenal Co.
+2.25%
+$18,630.15 
GLW Corning Incorporated
+2.24%
+$13,250.19 
LFVN LifeVantage Corporation
+2.23%
+$1,423.52 
WDC Western Digital Corporation
+2.21%
+$11,434.25 
DVN Devon Energy Corporation
+2.17%
+$5,592 
CDNS Cadence Design Systems, Inc.
+2.16%
+$35,985.5 
CSCO Cisco Systems, Inc.
+2.14%
+$61,034.31 
JBL Jabil Inc.
+2.12%
+$8,110.26 
HII Huntington Ingalls Industries Inc.
+2.05%
+$4,447.46 
KEYS Keysight Technologies, Inc.
+2.04%
+$5,450.66 
PD PagerDuty Inc.
+2.02%
+$7,157.22 
GWW W.W. Grainger, Inc.
+1.97%
+$14,354 
KMT Kennametal Inc.
+1.95%
+$6,158.1 
ROK Rockwell Automation, Inc.
+1.93%
+$5,695.95 
LHX L3Harris Technologies, Inc.
+1.9%
+$4,695.61 
FIX Comfort Systems USA, Inc.
+1.88%
+$10,128.29 
CCSI Consensus Cloud Solutions, Inc.
+1.87%
+$9,026.91 
CRM Salesforce Inc
+1.83%
+$5,113.94 
EAT Brinker International Inc.
+1.83%
+$8,244.48 
HUBS HubSpot, Inc.
+1.83%
+$7,791.52 
ORCL Oracle Corporation
+1.81%
+$18,276.72 
SPAI Safe Pro Group Inc.
+1.79%
+$1,330 
ADT ADT Inc.
+1.73%
+$1,686.62 
HCA HCA Healthcare Inc.
+1.72%
+$35,577.55 
FLEX Flex Ltd.
+1.64%
+$13,459.6 
HPE Hewlett Packard Enterprise Company
+1.61%
+$28,258.32 
ACN Accenture plc Class A
+1.61%
+$5,604.55 
MSM MSC Industrial Direct Co., Inc.
+1.6%
+$4,910.14 
ITT Itt Inc.
+1.54%
+$3,480.64 
CHRD Chord Energy Corp
+1.54%
+$6,351.66 
WIT Wipro Limited American Depositary Receipt
+1.54%
+$9,220.05 
VZ Verizon Communications Inc.
+1.52%
+$25,934.3 
SAP SAP SE Sponsored ADR
+1.51%
+$3,934.64 
LMT Lockheed Martin Corporation
+1.5%
+$11,003.25 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$7,169.12 
WERN Werner Enterprises Inc.
+1.46%
+$4,482 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$17,616.83 
PH Parker-Hannifin Corporation
+1.43%
+$5,853.26 
TDC Teradata Corporation
+1.41%
+$11,578.18 
DBX Dropbox Inc.
+1.4%
+$25,471.35 
SLB Schlumberger Limited
+1.39%
+$3,281.68 
KLAC KLA Corporation
+1.38%
+$29,581.32 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$8,428.65 
OVV Ovintiv Inc.
+1.36%
+$6,596.52 
CIEN Ciena Corporation
+1.34%
+$6,150.28 
CAH Cardinal Health Inc.
+1.3%
+$4,217.99 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$56,908.95 
AKAM Akamai Technologies Inc.
+1.26%
+$3,181.75 
FTV Fortive Corporation
+1.25%
+$2,838.24 
BKU BankUnited, Inc.
+1.24%
+$3,681.05 
CLBT Cellebrite DI Ltd.
+1.24%
+$2,974.86 
CMCSA Comcast Corp
+1.23%
+$21,121.28 
COP ConocoPhillips
+1.22%
+$3,423.45 
AI C3.ai Inc.
+1.21%
+$4,459.62 
FELE Franklin Electric Co., Inc.
+1.21%
+$3,615 
VRSN Verisign Inc.
+1.2%
+$29,625.27 
AMAT Applied Materials, Inc.
+1.18%
+$58,038.5 
MT ArcelorMittal S.A.
+1.15%
+$7,813.6 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$28,453.2 
MSI Motorola Solutions, Inc.
+1.14%
+$3,544.66 
SANM Sanmina Corporation
+1.13%
+$4,380.48 
AIV Apartment Investment and Management Company
+1.13%
+$485.88 
ZETA Zeta Global Holdings Corp.
+1.08%
+$6,566.5 
VMI Valmont Industries, Inc.
+1.07%
+$4,443.59 
TKR Timken Co.
+1.06%
+$5,639.04 
CW Curtiss-Wright Corporation
+1.02%
+$4,227.86 
ADBE Adobe Inc.
+1.01%
+$19,367.24 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$3,298.24 
DOCU DocuSign Inc.
+0.99%
+$2,923.02 
URI United Rentals, Inc.
+0.99%
+$12,543.41 
VIPS Vipshop Holdings Ltd - ADR
+0.99%
+$9,981.3 
BRCC BRC Inc.
+0.98%
+$266.45 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$11,767.84 
TTE TotalEnergies SE
+0.95%
+$1,911.49 
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.92%
+$1,030.46 
GASS StealthGas Inc.
+0.91%
+$2,061.36 
LOGI Logitech International S.A.
+0.9%
+$4,752.02 
ONB Old National Bancorp
+0.87%
+$2,573.01 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$1,056.96 
NDSN Nordson Corporation
+0.86%
+$2,264.39 
IBM International Business Machines Corporation
+0.86%
+$3,436.05 
XPO XPO Inc.
+0.86%
+$2,246.95 
BBWI Bath & Body Works, Inc.
+0.85%
+$2,128.57 
CNQ Canadian Natural Resources Limited
+0.85%
+$1,940.4 
GEV GE Vernova Inc.
+0.85%
+$9,539.88 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$3,395.62 
FHI Federated Hermes Inc.
+0.82%
+$35,433.86 
SU Suncor Energy Inc.
+0.82%
+$5,375.7 
MCD McDonald's Corporation
+0.82%
+$5,029.22 
RNW Renew Energy Global Plc
+0.81%
+$976.2 
CALM Cal-Maine Foods Inc.
+0.8%
+$2,052.39 
GMAB Genmab A/S Sponsored ADR
+0.8%
+$2,339.79 
DOX Amdocs Limited
+0.8%
+$2,137.52 
EMR Emerson Electric Co.
+0.79%
+$2,380.08 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$5,637.95 
TSLA Tesla, Inc.
+0.76%
+$19,613.79 
MPC Marathon Petroleum Corporation
+0.76%
+$3,644.77 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,356.72 
VNT Vontier Corporation
+0.75%
+$5,568.96 
JOYY JOYY Inc. American Depositary Shares
+0.75%
+$2,085.61 
YPF YPF S.A. Sponsored ADR
+0.75%
+$2,001.09 
STT State Street Corp
+0.73%
+$22,258.57 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$5,387.17 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$17,056.05 
GEO The Geo Group, Inc.
+0.72%
+$2,691.92 
VOO Vanguard S&P 500 ETF
+0.71%
+$45,188.65 
AME Ametek Inc.
+0.71%
+$4,260.24 
ENS EnerSys
+0.7%
+$2,167.11 
CAT Caterpillar Inc.
+0.7%
+$5,392.16 
BMY Bristol-Myers Squibb Company
+0.69%
+$4,435.65 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$3,173.84 
TLK Telkom Indonesia Persero Tbk. - ADR
+0.69%
+$10,295.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$6,143.08 
INFY Infosys Limited
+0.67%
+$6,278.64 
PLTR Palantir Technologies Inc.
+0.65%
+$58,327.05 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,861.8 
WINA Winmark Corporation
+0.65%
+$7,365.87 
EBF Ennis Inc.
+0.65%
+$2,723 
SIGA Siga Technologies Inc.
+0.61%
+$848.68 
IVZ Invesco Ltd.
+0.61%
+$3,099.6 
YELP Yelp Inc.
+0.61%
+$4,882.4 
TER Teradyne, Inc.
+0.6%
+$1,889.81 
IMO Imperial Oil Limited
+0.6%
+$2,521.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$5,968.38 
MBWM Mercantile Bank Corporation
+0.59%
+$1,636.61 
ADUR Aduro Clean Technologies Inc.
+0.58%
+$3,037.28 
MO Altria Group, Inc.
+0.57%
+$11,272.95 
VCTR Victory Capital Holdings, Inc. Class A
+0.56%
+$2,319.9 
APH Amphenol Corporation
+0.55%
+$5,289.62 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$2,006.7 
ACWF iShares Edge MSCI Multifactor Global ETF
+0.54%
+$47,623.44 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$8,500.25 
AOS A. O. Smith Corporation
+0.54%
+$1,585.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$7,282.76 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$2,275.69 
EXC Exelon Corporation
+0.53%
+$1,544.16 
STX Seagate Technology Holdings plc
+0.52%
+$9,131.42 
GM General Motors Company
+0.52%
+$18,063.28 
PBYI Puma Biotechnology Inc.
+0.51%
+$416.72 
SBR Sabine Royalty Trust
+0.48%
+$3,003.67 
HCAT Health Catalyst Inc.
+0.48%
+$110.13 
WSFS WSFS Financial Corporation
+0.48%
+$2,719.28 
UMC United Microelectronics Corp. Sponsored ADR
+0.47%
+$8,577.46 
HON Honeywell International Inc.
+0.47%
+$707.37 
SNY Sanofi American Depositary Receipt
+0.44%
+$2,040.05 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,147.85 
PAYX Paychex Inc.
+0.44%
+$1,128.12 
EBAY eBay Inc.
+0.43%
+$1,488.14 
UCBI United Community Banks, Inc.
+0.42%
+$1,059.15 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+0.41%
+$1,203.12 
PFE Pfizer Inc.
+0.4%
+$812.8 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$1,443.98 
RTX RTX Corporation
+0.39%
+$2,142.84 
ASB Associated Banc-Corp
+0.39%
+$1,153.2 
CMRE Costamare Inc.
+0.39%
+$2,732.88 
VLO Valero Energy Corporation
+0.38%
+$1,030.54 
SSTK Shutterstock Inc.
+0.37%
+$236.06 
AVGO Broadcom Inc.
+0.37%
+$25,018.56 
WB Weibo Corporation American Depositary Receipt
+0.37%
+$3,832.5 
PG Procter & Gamble Co
+0.37%
+$1,484 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,971.1 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$4,232 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$1,357.18 
BAC Bank of America Corporation
+0.36%
+$1,128.38 
AMG Affiliated Managers Group Inc.
+0.35%
+$1,168.42 
IMKTA Ingles Markets Inc.
+0.35%
+$3,489.69 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$1,284.54 
SNA Snap-on Inc.
+0.33%
+$1,845.54 
TIGO Millicom International Cellular S.A.
+0.33%
+$1,615.41 
KARO Karooooo Ltd.
+0.32%
+$1,508.6 
GD General Dynamics Corporation
+0.32%
+$1,845.86 
NWBI Northwest Bancshares Inc.
+0.32%
+$502.35 
MRK Merck & Co., Inc.
+0.32%
+$5,747.52 
JXN Jackson Financial Inc.
+0.31%
+$753.54 
VIV Telefonica Brasil S.A. ADR
+0.31%
+$3,844.36 
INMD InMode Ltd.
+0.3%
+$3,085.2 
DOV Dover Corporation
+0.27%
+$1,195.04 
JPM JPMorgan Chase & Co.
+0.27%
+$2,597.22 
TIMB TIM S.A. Sponsored ADR
+0.26%
+$2,045.95 
CATY Cathay General Bancorp
+0.25%
+$1,463.85 
WCC Wesco International Inc.
+0.24%
+$675.66 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+0.24%
+$207.06 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.22%
+$888.64 
QFIN Qifu Technology, Inc. American Depositary Shares
+0.22%
+$327.18 
SLF Sun Life Financial Inc.
+0.22%
+$664.74 
JNJ Johnson & Johnson
+0.21%
+$7,224.43 
MANH Manhattan Associates Inc.
+0.2%
+$2,171.52 
CMI Cummins Inc.
+0.19%
+$2,516.92 
UBSI United Bankshares, Inc.
+0.19%
+$945.54 
YALA Yalla Group Ltd.
+0.19%
+$567.83 
INTU Intuit Inc.
+0.18%
+$689.14 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$452.08 
USB U.S. Bancorp
+0.17%
+$510.61 
T AT&T Inc.
+0.17%
+$609.6 
MS Morgan Stanley
+0.17%
+$2,101.69 
RDY Dr. Reddy's Laboratories Ltd.
+0.17%
+$1,058.74 
EHC Encompass Health Corporation
+0.16%
+$566.28 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$986.99 
BOKF BOK Financial Corporation
+0.16%
+$422.15 
VICI Vici Properties Inc.
+0.15%
+$1,249.28 
CB Chubb Limited
+0.15%
+$1,184.55 
DELL Dell Technologies Inc.
+0.14%
+$1,230.32 
EA Electronic Arts Inc.
+0.13%
+$746.01 
MMM 3M Company
+0.12%
+$541.57 
FFBC First Financial Bancorp.
+0.12%
+$512 
PECO Phillips Edison & Company, Inc.
+0.12%
+$455.85 
ISRG Intuitive Surgical, Inc.
+0.1%
+$432.35 
C Citigroup Inc.
+0.1%
+$577.16 
WM Waste Management, Inc.
+0.1%
+$458.04 
WMT Walmart Inc.
+0.09%
+$3,031.86 
ABT Abbott Laboratories
+0.09%
+$241.92 
KOP Koppers Holdings Inc.
+0.08%
+$333.72 
EPI WisdomTree India Earnings Fund
+0.07%
+$301.68 
COLB Columbia Banking System, Inc.
+0.06%
+$173.02 
AEP American Electric Power Company, Inc.
+0.06%
+$193.48 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$1,012.56 
BPOP Popular Inc.
+0.05%
+$227.47 
BRX Brixmor Property Group Inc.
+0.03%
+$109.94 
SPSK SP Funds Dow Jones Global Sukuk ETF
+0.03%
+$137.53 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$202.42 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$3,301.65 
AL Air Lease Corporation
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
CLDT Chatham Lodging Trust
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
DHIL Diamond Hill Investment Group, Inc.
0%
$0 
DXC Dxc Technology Co.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
HBM Hudbay Minerals Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
IHS IHS Holding Ltd.
0%
$0 
REI Ring Energy Inc.
0%
$0 
THRY Thryv Holdings Inc.
0%
$0 
TPH Tri Pointe Homes Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HYEM VanEck Emerging Markets High Yield Bond Fund
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
HAFN Hafnia Ltd
0%
$0 UNHG
UNHG
0%
$0 XYF
XYF
0%
$0 IMPP
IMPP
0%
$0 
HUN Huntsman Corporation
-19.14%
-$36,795.99 
WU Western Union Co.
-17.3%
-$80,040.73 
CTVA Corteva Inc.
-11.9%
-$28,913.6 
LEA Lear Corporation
-10.72%
-$95,944.35 
COIN Coinbase Global, Inc.
-10.59%
-$3.47M 
IMXI International Money Express Inc.
-9.33%
-$13,936.06 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$144,724.38 
IVVD Invivyd Inc.
-8.08%
-$531.1 
AAPL Apple Inc.
-7.35%
-$1.87M 
ALIT Alight Inc.
-7.06%
-$1,300.06 
EIX Edison International
-6.81%
-$52,699.52 
SYK Stryker Corporation
-6.42%
-$15,325.24 
TROW T. Rowe Price Group, Inc.
-6.31%
-$90,442.83 
CGAU Centerra Gold Inc.
-6.17%
-$14,688.87 
CLS Celestica Inc.
-6%
-$710,618.85 
LIN Linde plc
-5.95%
-$12,921.02 
MU Micron Technology, Inc.
-5.9%
-$249,837.28 
WMG Warner Music Group Corp.
-5.81%
-$14,291.2 
ETHU 2X Ether ETF
-5.8%
-$11,765.76 
EXEL Exelixis Inc.
-5.25%
-$41,501.05 
NOMD Nomad Foods Ltd.
-4.11%
-$5,457 
FSM Fortuna Mining Corp
-3.88%
-$4,115.02 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$8,194.25 
OPY Oppenheimer Holdings Inc.
-3.67%
-$14,944.86 
CVLG Covenant Logistics Group Inc.
-3.61%
-$19,435.29 
GOOS Canada Goose Holdings Inc.
-3.56%
-$7,590.99 
GDX VanEck Gold Miners ETF
-3.49%
-$21,817.9 
CAG Conagra Brands Inc.
-3.46%
-$5,392.92 
MHO M/I Homes Inc.
-3.44%
-$29,374.8 
SII Sprott Inc.
-3.43%
-$8,513.16 
GPI Group 1 Automotive Inc.
-3.35%
-$14,065.1 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-3.35%
-$78,149.06 
GRRR Gorilla Technology Group Inc.
-3.31%
-$6,129.78 
GFI Gold Fields Ltd. Sponsored ADR
-3.31%
-$19,577.07 
LOPE Grand Canyon Education Inc.
-3.19%
-$24,836.15 
CDE Coeur Mining, Inc.
-3.18%
-$8,729.35 
GDRX GoodRx Holdings, Inc. Class A Common Stock
-3.15%
-$2,449.7 
XBI SPDR S&P Biotech ETF
-2.94%
-$7,765.28 
AVY Avery Dennison Corporation
-2.91%
-$11,264.19 
SVM Silvercorp Metals Inc.
-2.9%
-$6,839.84 
IBIT iShares Bitcoin Trust
-2.89%
-$6,472.36 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$7,196.34 
INCY Incyte Corporation
-2.82%
-$23,186.54 
MSGS Madison Square Garden Sports Corp.
-2.81%
-$9,459.84 
CSTM Constellium SE
-2.77%
-$17,622.53 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$5,927.05 
PDM Piedmont Office Realty Trust Inc.
-2.71%
-$4,314.6 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-2.7%
-$76,230.15 
QCOM QUALCOMM Incorporated
-2.63%
-$16,003.93 
PALL abrdn Physical Palladium Shares ETF
-2.6%
-$5,905.5 
BTG B2Gold Corp
-2.6%
-$1,110.8 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$8,933.7 
IAG Iamgold Corporation
-2.54%
-$8,291.33 
ABBV AbbVie Inc.
-2.51%
-$43,659.56 
SBH Sally Beauty Holdings Inc.
-2.48%
-$26,386.06 
ALGN Align Technology, Inc.
-2.45%
-$8,385.25 
ENIC Enel Chile S.A.
-2.42%
-$1,534.83 
BIIB Biogen Inc.
-2.4%
-$14,372.25 
YUM Yum! Brands, Inc.
-2.37%
-$11,930.04 
RGLD Royal Gold Inc.
-2.31%
-$8,638.95 
BFH Bread Financial Holdings Inc.
-2.31%
-$26,999.4 
BYD Boyd Gaming Corporation
-2.29%
-$9,926.14 
RMAX Re/Max Holdings Inc.
-2.27%
-$6,320.37 
PCG PG&E Corporation
-2.25%
-$5,606.8 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$27,007.2 
KGC Kinross Gold Corporation
-2.2%
-$18,699.72 
RMR RMR Group Inc.
-2.16%
-$4,988.75 
NEM Newmont Corporation
-2.14%
-$5,260.3 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$8,478.72 
KT KT Corporation
-2.11%
-$75,565.23 
TXT Textron Inc.
-2.1%
-$10,458.43 
GPK Graphic Packaging Holding Company
-2.1%
-$2,458.47 
PAGS PagSeguro Digital Ltd.
-2.03%
-$3,136.8 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$7,762.5 
LX LexinFintech Holdings Ltd. American Depositary Shares
-2.01%
-$3,023.7 
PRDO Perdoceo Education Corporation
-2%
-$30,897.1 
WSM Williams-Sonoma, Inc.
-2%
-$14,175.75 
NFLX Netflix, Inc.
-2%
-$42,126.84 
HMC Honda Motor Co., Ltd.
-1.99%
-$21,447.6 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$9,707.47 
WF Woori Financial Group Inc. Sponsored ADR
-1.95%
-$33,003.3 
AWK American Water Works Company, Inc.
-1.93%
-$6,087.84 
AMD Advanced Micro Devices, Inc.
-1.9%
-$27,526.02 
CRUS Cirrus Logic, Inc.
-1.9%
-$3,953.23 
AGRO Adecoagro S.A.
-1.87%
-$2,874.7 
MC Moelis & Company
-1.86%
-$7,954 
JLL Jones Lang LaSalle Inc.
-1.85%
-$34,988.71 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$5,141.39 
UAL United Airlines Holdings, Inc.
-1.8%
-$7,829.53 
MGA Magna International Inc.
-1.79%
-$58,418.75 
SYF Synchrony Financial
-1.79%
-$24,939.36 
TOST Toast Inc.
-1.77%
-$5,586.56 
TBLA Taboola.com Ltd.
-1.76%
-$1,058.22 
SB Safe Bulkers Inc.
-1.76%
-$2,928.52 
PATK Patrick Industries Inc.
-1.73%
-$4,309.4 
STLA Stellantis N.V.
-1.71%
-$1,562.2 
FLO Flowers Foods, Inc.
-1.68%
-$1,582.08 
UNH UnitedHealth Group Incorporated
-1.68%
-$13,376.46 
POST Post Holdings Inc.
-1.67%
-$3,320.1 
BHP BHP Group Ltd.
-1.64%
-$41,108.55 
PHYS Sprott Physical Gold Trust
-1.61%
-$4,541.5 
LRCX Lam Research Corporation
-1.58%
-$85,930.3 
UTHR United Therapeutics Corporation
-1.54%
-$8,385.73 
POR Portland General Electric Company
-1.52%
-$3,342.48 
CLVT Clarivate Plc
-1.49%
-$871.56 
CNA CNA Financial Corporation
-1.48%
-$3,530.51 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$3,748.5 
IAU iShares Gold Trust
-1.46%
-$11,382.49 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$4,054.41 
FICO Fair Isaac Corporation
-1.45%
-$6,296.63 
NVS Novartis AG Sponsored ADR
-1.45%
-$48,399.36 
RL Ralph Lauren Corporation
-1.44%
-$3,876.72 
IEX IDEX Corporation
-1.42%
-$4,335.92 
BKH Black Hills Corporation
-1.41%
-$4,107.54 
LUV Southwest Airlines Co.
-1.38%
-$4,990.86 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$40,010.41 
ZVRA Zevra Therapeutics, Inc.
-1.35%
-$1,925.3 
PPG PPG Industries Inc.
-1.35%
-$4,240.08 
MTG MGIC Investment Corporation
-1.35%
-$32,414.93 
TXRH Texas Roadhouse Inc.
-1.33%
-$7,433.72 
FIZZ National Beverage Corp.
-1.31%
-$4,616.23 
GNW Genworth Financial Inc.
-1.3%
-$1,697.93 
MNST Monster Beverage Corporation
-1.3%
-$5,680.71 
AER AerCap Holdings N.V.
-1.29%
-$25,619.98 
NNN NNN REIT, Inc.
-1.29%
-$6,501.32 
TM Toyota Motor Corporation
-1.28%
-$5,741.62 
FCX Freeport-McMoRan Inc.
-1.28%
-$11,271.96 
STM STMicroelectronics N.V.
-1.26%
-$4,805.92 
CLX The Clorox Company
-1.24%
-$2,587.2 
SCCO Southern Copper Corporation
-1.24%
-$6,146.33 
MDLZ Mondelez International, Inc.
-1.22%
-$5,530.15 
F Ford Motor Company
-1.21%
-$2,626.02 
TJX The TJX Companies, Inc.
-1.21%
-$5,416.29 
SKYW SkyWest Inc.
-1.19%
-$4,511.13 
ONDS Ondas Holdings Inc.
-1.19%
-$935.91 
GNTX Gentex Corporation
-1.18%
-$4,078.48 
NJR New Jersey Resources Corporation
-1.18%
-$3,606.63 
SITC Site Centers Corp.
-1.16%
-$19,515.5 
NEE NextEra Energy, Inc.
-1.15%
-$4,199.58 
SAM The Boston Beer Company Inc.
-1.14%
-$2,118.44 
DE Deere & Company
-1.13%
-$4,481.19 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$4,378.02 
VTRS Viatris Inc.
-1.13%
-$2,495 
TXN Texas Instruments Inc
-1.08%
-$4,061.93 
SENEA Seneca Foods Corporation Class A
-1.08%
-$2,544.85 
LOW Lowe's Companies Inc.
-1.08%
-$3,032.72 
MCK McKesson Corporation
-1.08%
-$4,995.53 
SABR Sabre Corporation
-1.07%
-$340.22 
APAM Artisan Partners Asset Management Inc.
-1.06%
-$16,482.06 
CTAS Cintas Corporation
-1.04%
-$3,970.06 
BWA BorgWarner Inc.
-1.04%
-$5,615.27 
KO The Coca-Cola Company
-1.02%
-$8,915.4 
RPRX Royalty Pharma plc
-1%
-$3,196.03 
UPS United Parcel Service, Inc.
-1%
-$3,253.95 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$2,169.2 
ROL Rollins, Inc.
-0.99%
-$2,128.76 
XOM Exxon Mobil Corporation
-0.97%
-$11,432.16 
MET MetLife Inc.
-0.97%
-$5,592.06 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$6,026 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.93%
-$3,696.96 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$2,384.1 
DB Deutsche Bank AG
-0.89%
-$3,377.21 
PGR Progressive Corporation
-0.87%
-$2,066.46 
GEF Greif Inc.
-0.87%
-$4,820.68 
O Realty Income Corporation
-0.87%
-$3,460.8 
INGR Ingredion Inc.
-0.87%
-$4,904.19 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$14,109.7 
FINV FinVolution Group
-0.82%
-$10,670.2 
FTS Fortis Inc.
-0.82%
-$23,743.93 
GILD Gilead Sciences Inc.
-0.81%
-$15,010.89 
WMK Weis Markets Inc.
-0.81%
-$5,942.76 
SON Sonoco Products Co.
-0.81%
-$3,448.16 
PCAR PACCAR Inc.
-0.81%
-$2,805.84 
KMB Kimberly-Clark Corporation
-0.8%
-$1,827.76 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$4,990.93 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$1,701 
NUS Nu Skin Enterprises Inc.
-0.77%
-$1,445.76 
GIII G-III Apparel Group, Ltd.
-0.76%
-$2,331.28 
UNM Unum Group
-0.76%
-$22,777.92 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$3,630.72 
ESNT Essent Group Ltd.
-0.75%
-$1,941.5 
CVS CVS Health Corporation
-0.75%
-$2,528 
ED Consolidated Edison, Inc.
-0.74%
-$10,231.92 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-0.74%
-$4,641.56 
MA Mastercard Incorporated
-0.74%
-$18,096.52 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$1,711.36 
GSK GSK plc Sponsored ADR
-0.73%
-$16,224.1 
PFS Provident Financial Services Inc.
-0.72%
-$2,115.36 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,819.79 
R Ryder System Inc.
-0.68%
-$3,300.5 
DCBO Docebo Inc.
-0.67%
-$1,428.98 
MLI Mueller Industries Inc.
-0.67%
-$1,855.8 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$2,681.41 
DUK Duke Energy Corporation
-0.67%
-$3,081.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$23,507.79 
WFCF Where Food Comes From, Inc.
-0.66%
-$883.36 
INDB Independent Bank Corp.
-0.65%
-$1,874.4 
AMGN Amgen Inc.
-0.64%
-$6,435.63 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,877.21 
GS The Goldman Sachs Group, Inc.
-0.63%
-$9,052.55 
BALL Ball Corp.
-0.63%
-$1,739.63 
PM Philip Morris International Inc.
-0.61%
-$8,039.27 
ACGL Arch Capital Group Ltd
-0.6%
-$2,074.61 
APLE Apple Hospitality REIT, Inc.
-0.6%
-$2,025.6 
REET iShares Global REIT ETF
-0.59%
-$3,197.87 
ROST Ross Stores, Inc.
-0.59%
-$2,191.5 
HRB H&R Block Inc.
-0.59%
-$3,171.75 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.58%
-$963.2 
SCHF Schwab International Equity ETF
-0.58%
-$2,431.2 
SGHC Super Group (SGHC) Limited
-0.57%
-$4,328.16 
NMRK Newmark Group Inc.
-0.56%
-$988.72 
CRTO Criteo S.A. American Depositary Receipt
-0.55%
-$1,231.68 
WAB Wabtec Corporation
-0.55%
-$1,681.6 
BKE Buckle Inc.
-0.55%
-$1,801.43 
ITRN Ituran Location and Control Ltd.
-0.54%
-$8,837.1 
LLY Eli Lilly and Company
-0.53%
-$21,301.75 
PHG Koninklijke Philips N.V.
-0.53%
-$1,442.84 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,394.67 
RGA Reinsurance Group of America, Inc.
-0.51%
-$2,295.35 
SKM SK Telecom Co., Ltd.
-0.5%
-$29,319.84 
PIPR Piper Sandler Companies
-0.5%
-$1,774.6 
ALL Allstate Corporation
-0.49%
-$3,913.04 
IWM iShares Russell 2000 ETF
-0.47%
-$1,780.58 
FNB F.N.B. Corporation
-0.47%
-$1,680.21 
SPG Simon Property Group, Inc.
-0.46%
-$1,175.93 
PEP PepsiCo, Inc.
-0.46%
-$2,337.28 
COO The Cooper Companies, Inc.
-0.45%
-$1,055.67 
G Genpact Ltd.
-0.45%
-$3,968.64 
DVY iShares Select Dividend ETF
-0.45%
-$1,561.64 
M Macy's Inc.
-0.44%
-$1,541.54 
TRV The Travelers Companies, Inc.
-0.43%
-$1,708.24 
TEL TE Connectivity plc
-0.43%
-$1,363.48 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,850.05 
DLX Deluxe Corporation
-0.42%
-$1,037.52 
HD The Home Depot, Inc.
-0.42%
-$3,294.35 
PAM Pampa Energia S.A. Sponsored ADR
-0.42%
-$1,140.71 
GL Globe Life Inc.
-0.4%
-$1,703.09 
AIG American International Group Inc.
-0.39%
-$3,090.39 
ETR Entergy Corporation
-0.38%
-$3,298.44 
BFST Business First Bancshares, Inc.
-0.38%
-$979.8 
FDX FedEx Corporation
-0.37%
-$3,471.85 
MDT Medtronic plc
-0.37%
-$2,314.24 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.37%
-$778.3 
TMUS T-Mobile US, Inc.
-0.36%
-$1,111.93 
ACT Enact Holdings, Inc.
-0.36%
-$3,016.14 
ALLY Ally Financial Inc.
-0.34%
-$1,056.9 
IFS Intercorp Financial Services Inc.
-0.34%
-$850 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$4,643.43 
CL Colgate-Palmolive Company
-0.33%
-$4,299.3 
PNW Pinnacle West Capital Corporation
-0.33%
-$1,614.03 
ABEV Ambev S.A.
-0.32%
-$1,175.83 
DAC Danaos Corporation
-0.31%
-$13,373.57 
L Loews Corporation
-0.31%
-$755.64 
VXF Vanguard Extended Market ETF
-0.3%
-$4,177.64 
GSL Global Ship Lease Inc.
-0.29%
-$5,984.68 
GTY Getty Realty Corp.
-0.29%
-$689.7 
EVRG Evergy Inc.
-0.29%
-$3,678.45 
COR Cencora, Inc.
-0.28%
-$1,405.33 
FCF First Commonwealth Financial Corporation
-0.28%
-$1,061.1 
USNA Usana Health Sciences, Inc.
-0.27%
-$713.94 
VTV Vanguard Value ETF
-0.27%
-$3,010.13 
MFC Manulife Financial Corporation
-0.25%
-$6,187.61 
ARCO Arcos Dorados Holdings Inc.
-0.24%
-$406 
HUBB Hubbell Inc.
-0.24%
-$655.51 
FISV Fiserv, Inc.
-0.24%
-$700.83 
COST Costco Wholesale Corporation
-0.24%
-$2,514.81 
CBT Cabot Corporation
-0.24%
-$896.92 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,440.13 
IX Orix Corporation Sponsored ADR
-0.22%
-$5,844.33 
VB Vanguard Small-Cap ETF
-0.22%
-$1,151.01 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,748 
PFG Principal Financial Group, Inc.
-0.22%
-$1,106.25 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$660.8 
VLY Valley National Bancorp
-0.21%
-$323.82 
KR Kroger Co.
-0.21%
-$2,385.84 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,553.76 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$638.21 
BKNG Booking Holdings Inc.
-0.18%
-$1,232.57 
ACI Albertsons Companies, Inc.
-0.17%
-$696.8 
EMN Eastman Chemical Company
-0.17%
-$626.88 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
-0.16%
-$938.07 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.16%
-$1,291.01 
HLF Herbalife Ltd.
-0.16%
-$1,646.46 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$961.19 
FITB Fifth Third Bancorp
-0.16%
-$996.57 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$1,283.95 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$598.62 
ELV Elevance Health, Inc.
-0.15%
-$1,668.77 
HOPE Hope Bancorp Inc.
-0.14%
-$240.2 
TPR Tapestry Inc.
-0.14%
-$1,308.72 
GIB CGI Inc.
-0.12%
-$964.89 
KIM Kimco Realty Corporation
-0.12%
-$577.89 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$677.25 
CFG Citizens Financial Group, Inc.
-0.11%
-$510.48 
TIP iShares TIPS Bond ETF
-0.1%
-$321.75 
BCE BCE Inc.
-0.09%
-$723.04 
NICE Nice Ltd. Sponsored ADR
-0.09%
-$380.88 
VLGEA Village Super Market, Inc. Class A Common Stock
-0.09%
-$536.56 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$323.4 
TXNM TxnM Energy Inc.
-0.09%
-$206.5 
SSL Sasol Ltd Sponsored ADR
-0.09%
-$143.87 
MOV Movado Group Inc.
-0.08%
-$269.31 
OTEX Open Text Corporation
-0.08%
-$516.48 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$4,069.32 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$1,753.82 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$5,713.1 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$2,323.98 
SEIC SEI Investments Company
-0.06%
-$1,741.83 
VO Vanguard Mid-Cap ETF
-0.05%
-$221.76 
FULT Fulton Financial Corporation
-0.04%
-$368.79 
JHG Janus Henderson Group plc
-0.04%
-$545.66 
V Visa Inc. Class A
-0.04%
-$440.41 
OSCR Oscar Health, Inc.
-0.03%
-$239.02 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$100.71 
TGT Target Corporation
-0.01%
-$62 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5313 | Longs Won 3232/5313 60% | Profit Factor 4.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $397,116.21 |
| Average Win $75,946.72 | Best Trade (Sep 04) $25.64M | Sharpe Ratio -11.38 |
| Average Loss -$29,400.13 | Worst Trade (Dec 31) -$4.44M | Z-Score 18.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3d | Expectancy $34,623.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAMI Acadian Asset Management Inc. | 29,489 | $706,832.47 | $2.55M | - | $1.84M | 260.84% | +3.026% |
| AAPL Apple Inc. | 76,189 | $15.14M | $23.54M | - | $8.4M | 55.49% | -7.354% |
| ABBV AbbVie Inc. | 6,748 | $1.27M | $1.69M | - | $419,825.51 | 32.97% | -2.513% |
| ABEV Ambev S.A. | 117,583 | $278,001.73 | $365,683.13 | - | $87,681.4 | 31.54% | -0.321% |
| ABT Abbott Laboratories | 2,688 | $361,583.04 | $284,121.6 | - | -$77,461.44 | -21.42% | +0.085% |
| ACGL Arch Capital Group Ltd | 3,401 | $326,241.35 | $341,902.53 | - | $15,661.18 | 4.8% | -0.603% |
| ACI Albertsons Companies, Inc. | 34,840 | $676,778.12 | $403,447.2 | - | -$273,330.92 | -40.39% | -0.172% |
| ACN Accenture plc Class A | 2,131 | $605,482.96 | $353,575.52 | - | -$251,907.44 | -41.6% | +1.611% |
| ACT Enact Holdings, Inc. | 17,742 | $651,743.74 | $839,551.44 | - | $187,807.7 | 28.82% | -0.358% |
| ACWF iShares Edge MSCI Multifactor Global ETF | 149,243 | $5.84M | $8.84M | - | $3M | 51.32% | +0.541% |
| ADBE Adobe Inc. | 7,716 | $2.5M | $1.93M | - | -$564,744.3 | -22.62% | +1.013% |
| ADT ADT Inc. | 12,974 | $85,239.18 | $99,121.36 | - | $13,882.18 | 16.29% | +1.731% |
| ADUR Aduro Clean Technologies Inc. | 37,966 | $462,278 | $523,171.48 | - | $60,893.48 | 13.17% | +0.584% |
| AEP American Electric Power Company, Inc. | 2,764 | $328,415.39 | $353,377.4 | - | $24,962.01 | 7.6% | +0.055% |
| AER AerCap Holdings N.V. | 13,005 | $1.07M | $1.96M | - | $890,044.52 | 82.99% | -1.289% |
| AGRO Adecoagro S.A. | 15,130 | $158,414.77 | $150,846.1 | - | -$7,568.67 | -4.78% | -1.87% |
| AI C3.ai Inc. | 40,542 | $1.25M | $372,175.56 | - | -$879,325.72 | -70.26% | +1.213% |
| AIG American International Group Inc. | 9,969 | $750,167.25 | $783,364.02 | - | $33,196.77 | 4.43% | -0.393% |
| AIV Apartment Investment and Management Company | 16,196 | $65,917.72 | $43,567.24 | - | -$22,350.48 | -33.91% | +1.128% |
| AKAM Akamai Technologies Inc. | 2,225 | $255,541.25 | $256,275.5 | - | $734.25 | 0.29% | +1.257% |
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FAQ
Which stocks have generated the highest profits for Ashish Sharma?
The largest contributions to the portfolio's profits come from the following stocks: Celestica Inc - $5.71M, Palantir Technologies Inc - $2.76M, iShares Short-Term National Muni Bond ETF - $2.42M, SPDR Portfolio Short Term Treasury ETF - $1.06M, and Eli Lilly and Company - $1.02M. 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: Coinbase Global, Inc - $7.29M, Zoom Video Communications, Inc - $550,332.8, Netflix, Inc - $500,258.7, Tesla, Inc - $430,524.86, and Twilio Inc - $395,383.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ashish Sharma's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.8M earned over time. The largest contributors to dividend income include iShares Short-Term National Muni Bond ETF - $2.45M, SPDR Portfolio Short Term Treasury ETF - $1.08M, SPDR Portfolio Short Term Corporate Bond ETF - $496,943.43, Banco Bilbao Vizcaya Argentaria, S.A - $489,213.92, and SK Telecom Co., Ltd - $456,394.27. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ashish Sharma's monthly returns?
Ashish Sharma's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Ashish Sharma's strategy be considered aggressive or moderate?
Ashish Sharma's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Ashish Sharma's strategy?
Ashish Sharma's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
