TM
Tom McDonald Portfolio
Invests via Richards, MERRILL & PETERSON Inc. | Managed by Tom McDonald
Invests via Richards, MERRILL & PETERSON Inc.
Managed by Tom McDonald
Automatically Tracked
Tom McDonald Profile
With a robust track record in venture capital, Tom McDonald has established himself as an influential figure within the startup ecosystem. Known for his keen insights into emerging technologies, he leverages over a decade of entrepreneurial experience to drive innovation and growth across various sectors. His leadership extends to strategic investments in high-potential startups, where he actively guides operational strategies and market positioning. Furthermore, Tom's background as a founder equips him with unique perspectives that enhance collaborative ventures within his investment portfolio. By fostering relationships between entrepreneurs and industry stakeholders, he remains committed to nurturing disruptive ideas that reshape markets.
With a robust track record in venture capital, Tom McDonald has established himself as an influential figure within the startup ecosystem. Known for his keen insights into emerging technologies, he leverages over a decade of entrepreneurial experience to drive innovation and growth across various sectors. His leadership extends to strategic investments in high-potential startups, where he actively guides operational strategies and market positioning. Furthermore, Tom's background as a founder equips him with unique perspectives that enhance collaborative ventures within his investment portfolio. By fostering relationships between entrepreneurs and industry stakeholders, he remains committed to nurturing disruptive ideas that reshape markets.
Investment Philosophy & Strategy
Growth opportunities in transformative sectors fuel Tom McDonald's investment outlook. With a solid entrepreneurial foundation, he focuses on backing startups that demonstrate scalable business models and innovative solutions. His strategic engagement emphasizes mentorship, facilitating connections among founders and key industry players to amplify market impact. By championing early-stage companies equipped with disruptive technologies, the intent is clear: to catalyze not just financial returns but also meaningful advancements within their respective fields.
Growth opportunities in transformative sectors fuel Tom McDonald's investment outlook. With a solid entrepreneurial foundation, he focuses on backing startups that demonstrate scalable business models and innovative solutions. His strategic engagement emphasizes mentorship, facilitating connections among founders and key industry players to amplify market impact. By championing early-stage companies equipped with disruptive technologies, the intent is clear: to catalyze not just financial returns but also meaningful advancements within their respective fields.
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:
-0.51%
Gain -19.51%
Monthly
-0.03%
Yearly
-0.34%
Drawdown
21.19%
$295.59M
Equity
Holdings
$295.59M
Investment
$249.23M
$45.35M
Profit +$1.53M
Realized
-$1.02M
Unrealized
$46.37M
Dividends
$4.82M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-19.51%
Profit
$1.53M
Win %
72%
This Week
Compared To Last Week
Gain
1.28%
Profit
$3.72M
Win %
72%
This Month
Compared to last month
Gain
-0.66%
Profit
-$1.96M
Win %
72%
This Year
Compared to last year
Gain
12.09%
Profit
$31.89M
Win %
72%
BROS Dutch Bros Inc.
+7.88%
+$39,138.75 
LLY Eli Lilly and Company
+7.13%
+$83,727.69 
MSFT Microsoft Corp.
+5.71%
+$638,055.66 
UBER Uber Technologies, Inc.
+5.47%
+$54,288.8 
CRM Salesforce Inc
+5.45%
+$23,484.78 
PLTR Palantir Technologies Inc.
+5.28%
+$84,617 
SYK Stryker Corporation
+5.25%
+$268,438.6 
IBM International Business Machines Corporation
+5.17%
+$106,746.48 
MRSH Marsh & McLennan Companies, Inc.
+4.19%
+$401.2 
NFLX Netflix, Inc.
+4.1%
+$24,813.57 
AMT American Tower Corporation
+4.07%
+$996.15 
JNJ Johnson & Johnson
+3.99%
+$57,134.76 
CCI Crown Castle Inc.
+3.88%
+$849.75 
BMY Bristol-Myers Squibb Company
+3.85%
+$11,568.03 
PANW Palo Alto Networks, Inc.
+3.79%
+$85,869.3 
ADP Automatic Data Processing Inc.
+3.35%
+$3,207.32 
CRWD CrowdStrike Holdings, Inc.
+3.31%
+$28,655.89 
PAYX Paychex Inc.
+3.29%
+$12,729.54 
AAPL Apple Inc.
+3.14%
+$416,440.65 
ORLY O'Reilly Automotive Inc.
+3.05%
+$26,947.85 
XLV Health Care Select Sector SPDR Fund
+3.03%
+$1,036.2 
IYH iShares U.S. Healthcare ETF
+3.02%
+$152.46 
TM Toyota Motor Corporation
+2.99%
+$224.1 
UNH UnitedHealth Group Incorporated
+2.98%
+$32,716.95 
KO The Coca-Cola Company
+2.75%
+$48,363.64 
VICI Vici Properties Inc.
+2.56%
+$5,841.2 
MRK Merck & Co., Inc.
+2.56%
+$49,828.83 
ACN Accenture plc Class A
+2.51%
+$7,328.04 
AMZN Amazon.com Inc
+2.5%
+$272,912.9 
XBI SPDR S&P Biotech ETF
+2.5%
+$47,564.5 
SYY Sysco Corporation
+2.44%
+$10,167.17 
BRK-B Berkshire Hathaway Inc.
+2.22%
+$64,090.95 
CMCSA Comcast Corp
+2.12%
+$781.92 
IXJ iShares Global Healthcare ETF
+2.1%
+$298.41 
MA Mastercard Incorporated
+2.07%
+$11,008.98 
IBB iShares Biotechnology ETF
+2.01%
+$276.75 
AVA Avista Corp.
+1.98%
+$27,102.6 
MCD McDonald's Corporation
+1.97%
+$31,429.62 
PEY Invesco High Yield Equity Dividend Achievers ETF
+1.91%
+$643.72 
SPXU ProShares UltraPro Short S&P 500 Fund
+1.9%
+$6,660 
LDOS Leidos Holdings Inc.
+1.76%
+$9,857.76 
O Realty Income Corporation
+1.74%
+$4,436.64 
V Visa Inc. Class A
+1.73%
+$43,630.26 
AFL Aflac Inc.
+1.62%
+$8,989.44 
AMGN Amgen Inc.
+1.56%
+$6,259.34 
DHR Danaher Corporation
+1.54%
+$11,911.02 
TSCO Tractor Supply Company
+1.5%
+$7,737.2 
SBUX Starbucks Corporation
+1.4%
+$17,585.28 
SCHW Charles Schwab Corporation
+1.37%
+$1,478.46 
RSG Republic Services, Inc.
+1.35%
+$4,294.54 
PEP PepsiCo, Inc.
+1.34%
+$3,624.06 
T AT&T Inc.
+1.34%
+$1,605 
SO The Southern Company
+1.3%
+$13,107.5 
ISRG Intuitive Surgical, Inc.
+1.25%
+$29,714.37 
TSLA Tesla, Inc.
+1.22%
+$9,028.51 
GLDM SPDR Gold MiniShares Trust
+1.19%
+$5,073 
FVD First Trust Value Line Dividend Index Fund
+1.19%
+$3,097.38 
PRU Prudential Financial, Inc.
+1.14%
+$4,169.96 
HD The Home Depot, Inc.
+1.12%
+$38,128.98 
WM Waste Management, Inc.
+1.1%
+$16,459.09 
COST Costco Wholesale Corporation
+1.09%
+$131,458.77 
COPJ Sprott Junior Copper Miners ETF
+1.09%
+$4,055.32 
BX Blackstone Inc.
+1.07%
+$11,387.48 
PM Philip Morris International Inc.
+1.03%
+$138 
VZ Verizon Communications Inc.
+1.02%
+$14,896.18 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+1.02%
+$1,065 
DUK Duke Energy Corporation
+1.01%
+$1,842.11 
LHX L3Harris Technologies, Inc.
+0.95%
+$8,392.05 
ABT Abbott Laboratories
+0.94%
+$9,186.32 
MOAT VanEck Morningstar Wide Moat Fund
+0.94%
+$192 
XLP Consumer Staples Select Sector SPDR Fund
+0.92%
+$73.15 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.9%
+$142.8 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.86%
+$2,598.72 
STAG Stag Industrial Inc.
+0.84%
+$2,125.86 
GBTC Grayscale Bitcoin Trust ETF
+0.83%
+$2,718.9 
IWF iShares Russell 1000 Growth ETF
+0.8%
+$259.44 
IJR iShares Core S&P Small-Cap ETF
+0.78%
+$13,027.92 
DIS The Walt Disney Company
+0.76%
+$4,554.68 
RTX RTX Corporation
+0.75%
+$25,845.58 
DVY iShares Select Dividend ETF
+0.74%
+$234 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.67%
+$1,257.96 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.66%
+$24.64 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.65%
+$6,175.5 
FEGE First Eagle Global Equity ETF
+0.64%
+$5,321.13 
TMUS T-Mobile US, Inc.
+0.61%
+$7,699.93 
TGT Target Corporation
+0.59%
+$2,233.65 
GD General Dynamics Corporation
+0.58%
+$665.3 
MDT Medtronic plc
+0.57%
+$7,844.84 
DFAS Dimensional U.S. Small Cap ETF
+0.55%
+$1,990.8 
KMI Kinder Morgan, Inc.
+0.55%
+$2,700.39 
VXF Vanguard Extended Market ETF
+0.52%
+$4.96 
LMT Lockheed Martin Corporation
+0.47%
+$3,310.58 
WDIV SPDR S&P Global Dividend ETF
+0.44%
+$5,100.2 
MHD BlackRock MuniHoldings Fund Inc.
+0.43%
+$872.95 
HON Honeywell International Inc.
+0.42%
+$13,160.96 
SCHD Schwab U.S. Dividend Equity ETF
+0.41%
+$19,737.77 
VONG Vanguard Russell 1000 Growth Fund
+0.4%
+$37.44 
FEOE First Eagle Overseas Equity ETF
+0.38%
+$815.01 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.37%
+$204.04 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.37%
+$844.58 
PG Procter & Gamble Co
+0.35%
+$6,531.25 
IWP iShares Russell Mid-Cap Growth ETF
+0.35%
+$91.14 
XMHQ Invesco S&P MidCap Quality ETF
+0.34%
+$609.52 
EQIX Equinix, Inc.
+0.34%
+$756.46 
IWM iShares Russell 2000 ETF
+0.31%
+$2,941.21 
IEF iShares 7-10 Year Treasury Bond ETF
+0.25%
+$119.76 
LOW Lowe's Companies Inc.
+0.25%
+$5,218.49 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.25%
+$1,257.41 
UNP Union Pacific Corporation
+0.23%
+$2,295.24 
IVE ISHARES S&P 500 VALUE ETF
+0.19%
+$478.59 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.18%
+$3.92 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.17%
+$222.4 
JEPI JPMorgan Equity Premium Income Fund
+0.16%
+$203.13 
TJX The TJX Companies, Inc.
+0.15%
+$1,197.55 
CGSM Capital Group Short Duration Municipal Income ETF
+0.15%
+$832 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.14%
+$43.56 
PTRB PGIM Total Return Bond ETF
+0.14%
+$3,912.84 
BSV Vanguard Short-Term Bond ETF
+0.14%
+$359.37 
GOVT iShares U.S. Treasury Bond ETF
+0.13%
+$62.16 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.13%
+$714.48 
CGCB Capital Group Core Bond ETF
+0.11%
+$2,722.89 
IUSV iShares Core S&P U.S. Value ETF
+0.11%
+$15.84 
INCM Franklin Income Focus ETF
+0.1%
+$2,182.35 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$229.41 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
+0.09%
+$67.5 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$52.44 
PGF Invesco Financial Preferred ETF
+0.07%
+$19.42 
CMF iShares California Muni Bond ETF
+0.07%
+$49 
CGCP Capital Group Core Plus Income ETF
+0.04%
+$591.91 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$17.83 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.04%
+$0.94 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$379.4 
CGMU Capital Group Municipal Income ETF
+0.04%
+$89.25 
SHV iShares Short Treasury Bond ETF
+0.03%
+$43.5 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$4.5 
MUB iShares National Muni Bond ETF
+0.02%
+$75 
PAAA PGIM AAA CLO ETF
+0.02%
+$5 
CGMS
0%
$0 
CGSD
0%
$0 
CHEV Charging Robotics Inc.
0%
$0 
ENVXW Enovix Corporation Warrant, exercisable for one Enovix Corporation common share at $8.75 per share, expiring October 1, 2026
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
SNOW
0%
$0 
TXN Texas Instruments Inc
-8.46%
-$148,150.14 
QCOM QUALCOMM Incorporated
-7.57%
-$58,208.99 
MU Micron Technology, Inc.
-6.69%
-$509,556.42 
VRT Vertiv Holdings Co
-6.64%
-$21,187.6 
AMAT Applied Materials, Inc.
-6.16%
-$393,489.31 
CMI Cummins Inc.
-5.73%
-$9,178.41 
LRCX Lam Research Corporation
-5.66%
-$25,684.92 
CAT Caterpillar Inc.
-5.63%
-$230,360.41 
MRVL Marvell Technology, Inc.
-5.15%
-$31,356.4 
TT Trane Technologies plc
-5.08%
-$55,001.03 
WAB Wabtec Corporation
-4.57%
-$11,550.49 
CSCO Cisco Systems, Inc.
-4.37%
-$143,946.4 
GS The Goldman Sachs Group, Inc.
-4.27%
-$13,280.15 
OXY-WT Occidental Petroleum Corporation
-4.26%
-$341.25 
MS Morgan Stanley
-4.08%
-$98,100.81 
SMH VanEck Semiconductor ETF
-3.97%
-$59,157.09 
ICLN iShares Global Clean Energy ETF
-3.89%
-$1,343 
AVGO Broadcom Inc.
-3.67%
-$90,993.46 
NUE Nucor Corporation
-3.66%
-$56,226.92 
INTC Intel Corporation
-3.42%
-$5,573.74 
FDX FedEx Corporation
-3.31%
-$42,549 
DE Deere & Company
-2.78%
-$4,975.69 
EOSE Eos Energy Enterprises Inc.
-2.63%
-$7,975.2 
ORCL Oracle Corporation
-2.58%
-$33,526.92 
ASML ASML Holding N.V. New York Registry Shares
-2.53%
-$18,856.82 
OXY Occidental Petroleum Corporation
-2.38%
-$5,886.5 
XMMO Invesco S&P MidCap Momentum ETF
-2.37%
-$4,410.44 
C Citigroup Inc.
-2.22%
-$772.8 
GOOG Alphabet Inc
-2.19%
-$67,237.5 
DOV Dover Corporation
-2.07%
-$4,769.99 
AMD Advanced Micro Devices, Inc.
-2.06%
-$31,563.25 
SPHQ Invesco S&P 500 Quality ETF
-1.89%
-$1,945.55 
XLK State Street Technology Select Sector SPDR ETF
-1.87%
-$1,079.52 
GOOGL Alphabet Inc
-1.84%
-$142,622.99 
JPM JPMorgan Chase & Co.
-1.81%
-$95,481.29 
AIA iShares Asia 50 ETF
-1.75%
-$16,440.25 
CEG Constellation Energy Corporation
-1.74%
-$25,110.65 
NVDA NVIDIA Corporation
-1.64%
-$151,653.71 
IXN iShares Global Tech ETF
-1.64%
-$920 
XLI Industrial Select Sector SPDR Fund
-1.59%
-$54,954.4 
URI United Rentals, Inc.
-1.57%
-$8,264.54 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.53%
-$1,660.05 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$154,042.47 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
-1.32%
-$3,762.5 
VOT Vanguard Mid-Cap Growth ETF
-1.32%
-$2,190.5 
EMR Emerson Electric Co.
-1.27%
-$15,436.32 
DFAE Dimensional Emerging Core Equity Market ETF
-1.13%
-$4,632.3 
MGV Vanguard Mega Cap Value ETF
-1.1%
-$682.5 
SCHV Schwab U.S. Large-Cap Value ETF
-1.09%
-$2,732.96 
UPS United Parcel Service, Inc.
-1.07%
-$1,712.88 
ITW Illinois Tool Works Inc.
-1.07%
-$8,641.16 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$9,427.32 
DVN Devon Energy Corporation
-0.92%
-$2,359.11 
CGXU Capital Group International Focus Equity ETF
-0.91%
-$3,274.74 
FENI Fidelity Enhanced International ETF
-0.9%
-$8,210.88 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$1,182.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.84%
-$9,249.6 
PCAR PACCAR Inc.
-0.82%
-$3,665 
QJUN FT Vest Nasdaq-100 Buffer ETF
-0.81%
-$4,860 
VOO Vanguard S&P 500 ETF
-0.81%
-$35,626.72 
PVAL Putnam Focused Large Cap Value ETF
-0.8%
-$4,616.6 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.78%
-$387.6 
VO Vanguard Mid-Cap ETF
-0.77%
-$3,960.56 
APD Air Products and Chemicals, Inc.
-0.76%
-$5,433.41 
VEU Vanguard FTSE All-World ex-US ETF
-0.74%
-$133.92 
BLK BlackRock, Inc.
-0.74%
-$6,005.9 
XOM Exxon Mobil Corporation
-0.73%
-$17,398.43 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$49,823.73 
FEZ SPDR Euro Stoxx 50 ETF
-0.71%
-$662.4 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$332.64 
IWD iShares Russell 1000 Value ETF
-0.68%
-$222.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.66%
-$3,557.88 
JAVA JPMorgan Active Value ETF
-0.64%
-$517.14 
AXP American Express Company
-0.61%
-$6,050.1 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-0.61%
-$9,115.85 
EFA iShares MSCI EAFE ETF
-0.59%
-$2,164.89 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.59%
-$3,679.46 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$686.01 
CGDV Capital Group Dividend Value ETF
-0.57%
-$16,608.2 
IUSG iShares Core S&P U.S. Growth ETF
-0.56%
-$135.96 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$5,397.29 
IDV iShares International Select Dividend ETF
-0.55%
-$43.01 
GTOP Goldman Sachs Technology Opportunities ETF
-0.55%
-$74.41 
GM General Motors Company
-0.55%
-$307.45 
IWS iShares Russell Mid-Cap Value ETF
-0.54%
-$341.1 
ROK Rockwell Automation, Inc.
-0.54%
-$3,490.06 
BAC Bank of America Corporation
-0.53%
-$2,830.61 
LIN Linde plc
-0.51%
-$4,676.33 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.5%
-$1,012.86 
USB U.S. Bancorp
-0.49%
-$7,551.3 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$1,232.01 
SCHA Schwab U.S. Small-Cap ETF
-0.48%
-$770.1 
XYL Xylem Inc.
-0.47%
-$1,485 
XLE Energy Select Sector SPDR Fund
-0.46%
-$1,092.5 
VYM Vanguard High Dividend Yield ETF
-0.46%
-$5,129.71 
CGUS Capital Group Core Equity ETF
-0.43%
-$2,683.75 
COP ConocoPhillips
-0.42%
-$1,900.8 
IWR iShares Russell Mid-Cap ETF
-0.41%
-$3.6 
BA Boeing Company
-0.4%
-$559.41 
PLD Prologis Inc.
-0.4%
-$1,174.32 
DHI D.R. Horton, Inc.
-0.4%
-$2,511.34 
DFAI Dimensional International Core Equity Market ETF
-0.39%
-$135.36 
VTWO Vanguard Russell 2000 ETF
-0.38%
-$477.48 
VWO Vanguard FTSE Emerging Markets ETF
-0.37%
-$798.16 
NKE Nike, Inc. - Class B
-0.37%
-$1,582.5 
VOE Vanguard Mid-Cap Value ETF
-0.36%
-$2,158.65 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.35%
-$22.33 
VUG Vanguard Growth ETF
-0.35%
-$210.54 
LUV Southwest Airlines Co.
-0.35%
-$151.56 
DFIV Dimensional International Value ETF
-0.33%
-$874.62 
IJH iShares Core S&P Mid-Cap ETF
-0.31%
-$6,325.2 
SCHX Schwab U.S. Large-Cap ETF
-0.31%
-$314.46 
VDE Vanguard Energy ETF
-0.31%
-$234.52 
VYMI Vanguard International High Dividend Yield Index Fund
-0.3%
-$317.26 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.29%
-$1,038.89 
ESGV Vanguard ESG U.S. Stock ETF
-0.27%
-$335.99 
VIG Vanguard Dividend Appreciation ETF
-0.26%
-$994.3 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.24%
-$916.5 
AFLG First Trust Active Factor Large Cap ETF
-0.23%
-$9.6 
GPIX S&P 500 Core Premium Income Fund
-0.22%
-$454.68 
FB ProShares S&P 500 Dynamic Buffer ETF
-0.21%
-$708.98 
CGBL Capital Group Core Balanced ETF
-0.16%
-$849.24 
EFV iShares MSCI EAFE Value ETF
-0.12%
-$7.74 
CGDG Capital Group Dividend Growers ETF
-0.11%
-$328 
MGK Vanguard Mega Cap Growth ETF
-0.1%
-$74 
F-PD Ford Motor Company 6.500% Notes
-0.09%
-$144.4 
CGGR Capital Group Growth ETF
-0.09%
-$3,389.68 
WMT Walmart Inc.
-0.08%
-$1,241.37 
VBK Vanguard Small-Cap Growth ETF
-0.07%
-$100.17 
JPIN JPMorgan Diversified Return International Equity ETF
-0.07%
-$2.65 
KR Kroger Co.
-0.07%
-$114 
PSX Phillips 66
-0.06%
-$224.84 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.06%
-$29.61 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.04%
-$18.85 
VB Vanguard Small-Cap ETF
-0.04%
-$7.44 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.03%
-$212.9 
BLV Vanguard Long-Term Bond ETF
-0.03%
-$0.62 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.01%
-$0.8 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1496 | Longs Won 849/1496 56% | Profit Factor 4.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $233,179.06 |
| Average Win $70,546.58 | Best Trade (Jun 30) $4.37M | Sharpe Ratio -10.36 |
| Average Loss -$22,461.45 | Worst Trade (Jun 28) -$2.75M | Z-Score 8.49 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 1d | Expectancy $30,312.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
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