Michael Herman

Michael Herman Portfolio

Invests via Apollon Financial, LLC | Managed by Eric Sterner
Invests via Apollon Financial, LLC
Managed by Eric Sterner
Automatically Tracked
Tracking: 0 Updated: Jul 16 at 05:45 PM
Michael Herman Profile

Seasoned technology investor and operator focused on growth-stage software and fintech opportunities. Michael Herman has led product and commercial teams at venture-backed startups and later transitioned into venture and growth equity investing, advising portfolio companies on go-to-market, M&A and board governance. Active in North American and European markets.

Seasoned technology investor and operator focused on growth-stage software and fintech opportunities. Michael Herman has led product and commercial teams at venture-backed startups and later transitioned into venture and growth equity investing, advising portfolio companies on go-to-market, M&A and board governance. Active in North American and European markets.

Investment Philosophy & Strategy

Focuses on growth-stage software and fintech, prioritizing revenue traction, product-market fit and repeatable go-to-market motion. Combines operator sensibility with investor discipline, favoring board-active investments where commercial scaling, unit economics improvement and strategic M&A can accelerate exits. Applies a North America–Europe lens, allocating capital to companies with defensible product differentiation and measurable customer retention. Time horizon is multi-year growth equity; risk managed through staged capital, governance covenants and hands-on commercial playbooks.

Focuses on growth-stage software and fintech, prioritizing revenue traction, product-market fit and repeatable go-to-market motion. Combines operator sensibility with investor discipline, favoring board-active investments where commercial scaling, unit economics improvement and strategic M&A can accelerate exits. Applies a North America–Europe lens, allocating capital to companies with defensible product differentiation and measurable customer retention. Time horizon is multi-year growth equity; risk managed through staged capital, governance covenants and hands-on commercial playbooks.

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:
2.93%
Gain
Monthly
0.09%
Yearly
1.14%
Drawdown
46.86%
$818.34M
Equity
Holdings
$818.34M
Investment
$600.93M
$224.91M
Profit -$3.53M
Realized
$7.5M
Unrealized
$217.41M
Dividends
$15.3M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0%
Profit
-$3.53M
Win %
83%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$2.2M
Win %
83%
This Month
Compared to last month
Gain
0.43%
Profit
$3.48M
Win %
83%
This Year
Compared to last year
Gain
13.24%
Profit
$95.67M
Win %
83%
iShares U.S. Medical Devices ETF logo
IHI iShares U.S. Medical Devices ETF
+4.15%
+$90,924.75
Paychex Inc. logo
PAYX Paychex Inc.
+4.13%
+$13,393
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+3.87%
+$21,820.7
EastGroup Properties Inc. logo
EGP EastGroup Properties Inc.
+3.6%
+$24,590.02
AbbVie Inc. logo
ABBV AbbVie Inc.
+3.23%
+$12,663.31
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+3.23%
+$8,900.16
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
+3.2%
+$9,268.12
Altria Group, Inc. logo
MO Altria Group, Inc.
+3.19%
+$7,539.75
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
+3.07%
+$18,889.5
W. P. Carey Inc. logo
WPC W. P. Carey Inc.
+3.06%
+$10,851.1
International Business Machines Corporation logo
IBM International Business Machines Corporation
+3.04%
+$12,768.74
AT&T Inc. logo
T AT&T Inc.
+3%
+$14,794.47
Amgen Inc. logo
AMGN Amgen Inc.
+2.98%
+$12,924.21
The Coca-Cola Company logo
KO The Coca-Cola Company
+2.8%
+$10,910.13
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+2.8%
+$8,907.14
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+2.62%
+$6,702.4
Consumer Staples Select Sector SPDR Fund logo
XLP Consumer Staples Select Sector SPDR Fund
+2.6%
+$97,046.74
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+2.6%
+$172,809.26
Walmart Inc. logo
WMT Walmart Inc.
+2.53%
+$133,707.75
VANGUARD CONSUMER STAPLES ETF logo
VDC VANGUARD CONSUMER STAPLES ETF
+2.46%
+$55,794.6
McDonald's Corporation logo
MCD McDonald's Corporation
+2.32%
+$9,388.06
Mastercard Incorporated logo
MA Mastercard Incorporated
+2.26%
+$12,400.64
Akre Focus ETF logo
AKRE Akre Focus ETF
+2.26%
+$9,046.25
iShares Core High Dividend ETF logo
HDV iShares Core High Dividend ETF
+2.22%
+$20,940.75
AutoZone Inc. logo
AZO AutoZone Inc.
+2.21%
+$10,710.73
Health Care Select Sector SPDR Fund logo
XLV Health Care Select Sector SPDR Fund
+2.19%
+$119,428.82
ProShares S&P 500 Dividend Aristocrats ETF logo
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.04%
+$100,828.44
iShares Core U.S. REIT ETF logo
USRT iShares Core U.S. REIT ETF
+2.01%
+$65,861.1
Invesco S&P 500 High Dividend Low Volatility ETF logo
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.93%
+$10,629.89
iShares U.S. Healthcare ETF logo
IYH iShares U.S. Healthcare ETF
+1.9%
+$4,572
The Walt Disney Company logo
DIS The Walt Disney Company
+1.88%
+$9,484.89
Microsoft Corp. logo
MSFT Microsoft Corp.
+1.79%
+$280,049.8
Visa Inc. Class A logo
V Visa Inc. Class A
+1.77%
+$13,652.1
Procter & Gamble Co logo
PG Procter & Gamble Co
+1.77%
+$6,259.18
SPDR SSGA US Large Cap Low Volatility Index ETF logo
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+1.76%
+$18,402.66
SPDR S&P Dividend ETF logo
SDY SPDR S&P Dividend ETF
+1.75%
+$6,585.85
Vanguard Health Care ETF logo
VHT Vanguard Health Care ETF
+1.73%
+$119,280.28
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
+1.7%
+$11,493.84
First Trust Value Line Dividend Index Fund logo
FVD First Trust Value Line Dividend Index Fund
+1.67%
+$30,607.33
Pacer US Cash Cows 100 ETF logo
COWZ Pacer US Cash Cows 100 ETF
+1.59%
+$41,998.67
iShares Select Dividend ETF logo
DVY iShares Select Dividend ETF
+1.56%
+$18,201.9
Exelon Corporation logo
EXC Exelon Corporation
+1.54%
+$4,254.68
ALPS O’Shares U.S. Quality Dividend ETF logo
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+1.49%
+$25,346.4
Invesco S&P 500 Low Volatility ETF logo
SPLV Invesco S&P 500 Low Volatility ETF
+1.49%
+$6,588
Apple Inc. logo
AAPL Apple Inc.
+1.49%
+$397,402.8
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.46%
+$9,560
Eli Lilly and Company logo
LLY Eli Lilly and Company
+1.35%
+$28,895.48
Energy Transfer L.P. logo
ET Energy Transfer L.P.
+1.33%
+$4,252.8
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+1.24%
+$85,448.16
Avantis U.S. Small Cap Value ETF logo
AVUV Avantis U.S. Small Cap Value ETF
+1.23%
+$41,455.75
First Trust Health Care AlphaDEX Fund logo
FXH First Trust Health Care AlphaDEX Fund
+1.19%
+$13,275.78
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
+1.17%
+$11,554.84
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.17%
+$13,046.4
Chevron Corporation logo
CVX Chevron Corporation
+1.15%
+$8,780.09
VANGUARD SMALL-CAP VALUE ETF logo
VBR VANGUARD SMALL-CAP VALUE ETF
+1.06%
+$6,893.27
Vanguard U.S. Minimum Volatility ETF logo
VFMV Vanguard U.S. Minimum Volatility ETF
+1.04%
+$6,139.3
Deere & Company logo
DE Deere & Company
+0.97%
+$17,799.74
iShares Core Dividend Growth ETF logo
DGRO iShares Core Dividend Growth ETF
+0.95%
+$5,570.94
Invesco S&P 500 Pure Value ETF logo
RPV Invesco S&P 500 Pure Value ETF
+0.9%
+$5,775.07
Duke Energy Corporation logo
DUK Duke Energy Corporation
+0.9%
+$30,069.28
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+0.84%
+$16,848.72
The Southern Company logo
SO The Southern Company
+0.84%
+$37,657.56
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.82%
+$16,292.26
iShares MSCI USA Min Vol Factor ETF logo
USMV iShares MSCI USA Min Vol Factor ETF
+0.8%
+$41,523.02
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
+0.76%
+$10,897.74
iShares Core S&P U.S. Value ETF logo
IUSV iShares Core S&P U.S. Value ETF
+0.73%
+$22,796
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$5,226.14
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+0.67%
+$42,029.26
SPDR Portfolio S&P 500 Value ETF logo
SPYV SPDR Portfolio S&P 500 Value ETF
+0.66%
+$13,679.28
Vanguard S&P 500 Value ETF logo
VOOV Vanguard S&P 500 Value ETF
+0.65%
+$9,645.12
Evergy Inc. logo
EVRG Evergy Inc.
+0.64%
+$2,975.5
SPDR Portfolio S&P 600 Small Cap ETF logo
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.64%
+$2,947.58
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
+0.61%
+$6,701.5
SPDR MSCI USA StrategicFactors ETF logo
QUS SPDR MSCI USA StrategicFactors ETF
+0.57%
+$4,637.1
Wells Fargo & Company logo
WFC-PL Wells Fargo & Company
+0.55%
+$3,786.71
Honeywell International Inc. logo
HON Honeywell International Inc.
+0.53%
+$910.67
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$92,638.56
WEC Energy Group Inc. logo
WEC WEC Energy Group Inc.
+0.49%
+$11,072.81
Dimensional U.S. Small Cap ETF logo
DFAS Dimensional U.S. Small Cap ETF
+0.45%
+$7,176.99
Vanguard Consumer Discretionary ETF logo
VCR Vanguard Consumer Discretionary ETF
+0.4%
+$25,185.83
JPMorgan Equity Premium Income Fund logo
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$3,552.66
American Express Company logo
AXP American Express Company
+0.34%
+$2,025.79
Communication Services Select Sector SPDR Fund logo
XLC Communication Services Select Sector SPDR Fund
+0.32%
+$9,865.95
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$19,669.83
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+0.3%
+$950.11
Vanguard Value ETF logo
VTV Vanguard Value ETF
+0.29%
+$21,214.71
Consumer Discretionary Select Sector SPDR Fund logo
XLY Consumer Discretionary Select Sector SPDR Fund
+0.29%
+$10,134.75
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
+0.27%
+$2,954.53
Alphabet Inc logo
GOOG Alphabet Inc
+0.27%
+$69,286.98
WisdomTree U.S. Quality Dividend Growth Fund logo
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.26%
+$1,380.32
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
+0.25%
+$5,544.99
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
+0.24%
+$1,362.07
Netflix, Inc. logo
NFLX Netflix, Inc.
+0.23%
+$653.14
Invesco Russell 1000 Dynamic Multifactor ETF logo
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.23%
+$1,904.64
Alphabet Inc logo
GOOGL Alphabet Inc
+0.23%
+$42,695.22
Amazon.com Inc logo
AMZN Amazon.com Inc
+0.22%
+$49,534.31
Vanguard Financials ETF (primary ticker: VFH) logo
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.22%
+$1,185
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+0.21%
+$37,632
SPDR Portfolio S&P 400 Mid Cap ETF logo
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.2%
+$3,057.37
Avantis U.S. Large Cap Value ETF logo
AVLV Avantis U.S. Large Cap Value ETF
+0.07%
+$12,774.84
Fidelity Preferred Securities Fund logo
FPFD Fidelity Preferred Securities Fund
+0.05%
+$211.84
iShares S&P Small-Cap 600 Growth ETF logo
IJT iShares S&P Small-Cap 600 Growth ETF
+0.03%
+$110
US Treasury 3 Month Bill ETF logo
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$159.89
Janus Henderson AAA CLO ETF logo
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$876.97
iShares Short Maturity Bond ETF logo
NEAR iShares Short Maturity Bond ETF
+0.01%
+$640.05
SPDR Bloomberg High Yield Bond ETF logo
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$22.02
logo
HIMU
0%
$0
First Trust Cloud Computing ETF logo
SKYY First Trust Cloud Computing ETF
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Utilities Select Sector SPDR Fund logo
XLU Utilities Select Sector SPDR Fund
0%
$0
Intel Corporation logo
INTC Intel Corporation
-7.09%
-$40,383.6
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-7.06%
-$145,626
Vistra Corp logo
VST Vistra Corp
-5.81%
-$20,333.04
Lam Research Corporation logo
LRCX Lam Research Corporation
-5.49%
-$28,148.89
iShares Semiconductor ETF logo
SOXX iShares Semiconductor ETF
-5.22%
-$73,844.56
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-5.13%
-$26,404.29
Oracle Corporation logo
ORCL Oracle Corporation
-5.02%
-$13,260.1
Broadcom Inc. logo
AVGO Broadcom Inc.
-4.59%
-$424,228.59
Caterpillar Inc. logo
CAT Caterpillar Inc.
-4.34%
-$184,982.88
VanEck Semiconductor ETF logo
SMH VanEck Semiconductor ETF
-4.32%
-$271,723.4
Texas Instruments Inc logo
TXN Texas Instruments Inc
-3.78%
-$13,910.39
iShares Silver Trust logo
SLV iShares Silver Trust
-3.67%
-$7,579.17
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
-3.65%
-$24,547.71
Sprott Physical Silver Trust logo
PSLV Sprott Physical Silver Trust
-3.54%
-$15,479.61
GE Vernova Inc. logo
GEV GE Vernova Inc.
-3.45%
-$19,510.4
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
-3.42%
-$18,818.55
Invesco Dorsey Wright Momentum ETF logo
PDP Invesco Dorsey Wright Momentum ETF
-3.39%
-$12,488.84
iShares MSCI USA Momentum Factor ETF logo
MTUM iShares MSCI USA Momentum Factor ETF
-3.33%
-$8,825.74
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-3.06%
-$1.33M
SPDR NYSE Technology ETF logo
XNTK SPDR NYSE Technology ETF
-3.04%
-$37,326.57
Alger AI Enablers & Adopters ETF logo
ALAI Alger AI Enablers & Adopters ETF
-2.98%
-$73,965.29
iShares U.S. Aerospace & Defense ETF logo
ITA iShares U.S. Aerospace & Defense ETF
-2.92%
-$161,342.23
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
-2.9%
-$14,686.02
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund logo
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.89%
-$16,273.76
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-2.76%
-$24,473.68
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
-2.62%
-$913,991.4
Alger Concentrated Equity ETF logo
CNEQ Alger Concentrated Equity ETF
-2.55%
-$13,168.2
First Trust Technology AlphaDEX Fund logo
FXL First Trust Technology AlphaDEX Fund
-2.51%
-$8,276.34
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
-2.25%
-$106,932
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-2.1%
-$107,655.6
iShares U.S. Technology ETF logo
IYW iShares U.S. Technology ETF
-2.03%
-$53,844.29
Dimensional Emerging Core Equity Market ETF logo
DFAE Dimensional Emerging Core Equity Market ETF
-1.99%
-$7,788.55
SPDR Gold Shares logo
GLD SPDR Gold Shares
-1.94%
-$118,871.27
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-1.91%
-$41,736.87
iShares Gold Trust logo
IAU iShares Gold Trust
-1.89%
-$106,287.84
Tesla, Inc. logo
TSLA Tesla, Inc.
-1.86%
-$16,221.45
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
-1.83%
-$84,496.01
Sprott Physical Gold Trust logo
PHYS Sprott Physical Gold Trust
-1.78%
-$9,244.83
Goldman Sachs ActiveBeta Emerging Markets Equity ETF logo
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-1.78%
-$16,656.58
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
-1.71%
-$21,800.52
Vanguard Russell 1000 Growth Fund logo
VONG Vanguard Russell 1000 Growth Fund
-1.68%
-$203,745.15
First Trust Materials AlphaDEX Fund logo
FXZ First Trust Materials AlphaDEX Fund
-1.58%
-$8,245.98
Vanguard Mid-Cap Growth ETF logo
VOT Vanguard Mid-Cap Growth ETF
-1.58%
-$20,286.97
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
-1.58%
-$8,338.95
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$181,364.82
RTX Corporation logo
RTX RTX Corporation
-1.45%
-$22,299.76
Vanguard S&P 500 Growth ETF logo
VOOG Vanguard S&P 500 Growth ETF
-1.39%
-$19,362.72
JPMorgan Nasdaq Equity Premium Income ETF logo
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.39%
-$5,252.98
Vanguard Small-Cap Growth ETF logo
VBK Vanguard Small-Cap Growth ETF
-1.39%
-$4,583.12
SPDR Portfolio S&P 500 Growth ETF logo
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.36%
-$161,956.64
iShares Core S&P U.S. Growth ETF logo
IUSG iShares Core S&P U.S. Growth ETF
-1.35%
-$19,851.75
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.34%
-$15,149.78
SPDR Portfolio Emerging Markets ETF logo
SPEM SPDR Portfolio Emerging Markets ETF
-1.31%
-$7,539.07
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$5,598.32
Janus Henderson Small Cap Growth Alpha Fund logo
JSML Janus Henderson Small Cap Growth Alpha Fund
-1.27%
-$6,945.04
Dimensional World ex U.S. Core Equity 2 ETF logo
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.24%
-$27,652.17
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.16%
-$23,001.72
First Trust NASDAQ Cybersecurity ETF logo
CIBR First Trust NASDAQ Cybersecurity ETF
-1.14%
-$35,285.58
Invesco S&P 500 Quality ETF logo
SPHQ Invesco S&P 500 Quality ETF
-1.14%
-$16,412.07
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.13%
-$10,591.2
SPDR Portfolio Developed World ex-US ETF logo
SPDW SPDR Portfolio Developed World ex-US ETF
-1.13%
-$12,054.27
iShares MSCI USA Value Factor ETF logo
VLUE iShares MSCI USA Value Factor ETF
-1.12%
-$3,318.32
Innovator Nasdaq-100 Managed Floor ETF logo
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.1%
-$5,706.56
Vanguard Mega Cap Growth ETF logo
MGK Vanguard Mega Cap Growth ETF
-1.07%
-$118,089.6
First Trust Nasdaq Artificial Intelligence and Robotics ETF logo
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-1.07%
-$7,464.02
Boeing Company logo
BA Boeing Company
-1.06%
-$9,936.85
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
-1.04%
-$10,277.28
Schwab U.S. Small-Cap ETF logo
SCHA Schwab U.S. Small-Cap ETF
-0.97%
-$2,540.64
Avantis International Equity ETF logo
AVDE Avantis International Equity ETF
-0.94%
-$15,139.49
ProShares Ultra S&P500 logo
SSO ProShares Ultra S&P500
-0.9%
-$37,891.38
iShares U.S. Equity Factor Rotation Active ETF logo
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.89%
-$10,390.87
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-0.84%
-$42,141.3
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-0.82%
-$3,095.1
Invesco S&P SmallCap Momentum ETF logo
XSMO Invesco S&P SmallCap Momentum ETF
-0.81%
-$22,561.92
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$96,968.77
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
-0.77%
-$1,766.6
Schwab U.S. Mid-Cap ETF logo
SCHM Schwab U.S. Mid-Cap ETF
-0.72%
-$32,430.13
First Trust NASDAQ-100 Equal Weighted Index Fund logo
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.71%
-$2,990.4
Amplify Cybersecurity ETF logo
HACK Amplify Cybersecurity ETF
-0.69%
-$22,965.25
BlackRock, Inc. logo
BLK BlackRock, Inc.
-0.68%
-$2,104.44
Dimensional International Core Equity Market ETF logo
DFIC Dimensional International Core Equity Market ETF
-0.68%
-$10,667.92
Dimensional International Core Equity Market ETF logo
DFAI Dimensional International Core Equity Market ETF
-0.66%
-$58,605.25
Vanguard Industrials ETF logo
VIS Vanguard Industrials ETF
-0.65%
-$16,197.75
American Century U.S. Quality Growth ETF logo
QGRO American Century U.S. Quality Growth ETF
-0.65%
-$2,169
PIMCO Commodity Strategy Active Exchange-Traded Fund logo
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
-0.61%
-$26,394.42
iShares Preferred and Income Securities ETF logo
PFF iShares Preferred and Income Securities ETF
-0.59%
-$1,620
iShares MSCI International Quality Factor ETF logo
IQLT iShares MSCI International Quality Factor ETF
-0.55%
-$37,427.22
Schwab U.S. Large-Cap Growth ETF logo
SCHG Schwab U.S. Large-Cap Growth ETF
-0.54%
-$1,327.34
Vanguard Mega Cap ETF logo
MGC Vanguard Mega Cap ETF
-0.54%
-$3,437.78
Vanguard Large-Cap Index Fund ETF Shares logo
VV Vanguard Large-Cap Index Fund ETF Shares
-0.53%
-$4,690.03
Dimensional U.S. Equity Market ETF logo
DFUS Dimensional U.S. Equity Market ETF
-0.52%
-$8,086.58
Industrial Select Sector SPDR Fund logo
XLI Industrial Select Sector SPDR Fund
-0.51%
-$26,110.26
iShares MSCI EAFE Value ETF logo
EFV iShares MSCI EAFE Value ETF
-0.51%
-$1,212.16
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.47%
-$17,070.3
ProShares S&P Technology Dividend Aristocrats ETF logo
TDV ProShares S&P Technology Dividend Aristocrats ETF
-0.47%
-$2,180.86
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.47%
-$32,357
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
-0.47%
-$12,526.87
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.47%
-$46,376.25
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
-0.46%
-$1,726.18
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
-0.46%
-$22,293.54
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.46%
-$204,342.35
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$33,874.45
Global X U.S. Preferred ETF logo
PFFD Global X U.S. Preferred ETF
-0.4%
-$3,148.12
T. Rowe Price Capital Appreciation Equity ETF logo
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.4%
-$3,470.61
Vanguard International High Dividend Yield Index Fund logo
VYMI Vanguard International High Dividend Yield Index Fund
-0.37%
-$3,183
Hartford Multifactor Developed Markets (ex-US) ETF logo
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.36%
-$5,838.3
First Trust Large Cap Core Fund A logo
FEX First Trust Large Cap Core Fund A
-0.34%
-$1,583.5
Nuveen Municipal Income Fund Inc. logo
NMI Nuveen Municipal Income Fund Inc.
-0.32%
-$538.2
Dimensional US Core Equity Market ETF logo
DFAU Dimensional US Core Equity Market ETF
-0.3%
-$3,384.11
Hartford Municipal Opportunities ETF logo
HMOP Hartford Municipal Opportunities ETF
-0.29%
-$7,908.2
Innovator Equity Managed Floor ETF logo
SFLR Innovator Equity Managed Floor ETF
-0.27%
-$1,228.18
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF logo
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.25%
-$2,031.95
iShares U.S. Financials ETF logo
IYF iShares U.S. Financials ETF
-0.23%
-$1,182.83
FT Vestladder Buffer ETF-USD I logo
BUFR FT Vestladder Buffer ETF-USD I
-0.23%
-$4,451.87
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
-0.22%
-$1,964.15
iShares U.S. Small-Cap Equity Factor ETF logo
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.22%
-$9,224.12
iShares U.S. Industrials ETF logo
IYJ iShares U.S. Industrials ETF
-0.2%
-$653.44
Global X U.S. Infrastructure Development ETF logo
PAVE Global X U.S. Infrastructure Development ETF
-0.18%
-$649.2
Hartford Core Bond ETF logo
HCRB Hartford Core Bond ETF
-0.17%
-$8,499.36
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.17%
-$820
iShares International Aggregate Bond Fund logo
IAGG iShares International Aggregate Bond Fund
-0.15%
-$1,574.7
iShares Expanded Tech-Software Sector ETF logo
IGV iShares Expanded Tech-Software Sector ETF
-0.15%
-$1,421
Dimensional U.S. Core Equity 2 ETF logo
DFAC Dimensional U.S. Core Equity 2 ETF
-0.15%
-$20,438.86
JPMorgan Municipal Bond ETF logo
JMUB JPMorgan Municipal Bond ETF
-0.14%
-$1,380.75
PIMCO Multisector Bond Active ETF logo
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$6,504.05
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
-0.12%
-$2,938.31
FT Cboe Vest U.S. Equity Deep Buffer ETF - December logo
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.12%
-$3,727.57
Nuveen Enhanced Yield U.S. Aggregate Bond ETF logo
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF
-0.1%
-$670.56
Dimensional National Municipal Bond ETF logo
DFNM Dimensional National Municipal Bond ETF
-0.09%
-$230.67
Vanguard Utilities ETF logo
VPU Vanguard Utilities ETF
-0.09%
-$4,874.04
SPDR Portfolio Mortgage Backed Bond ETF logo
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.09%
-$2,304.38
PGIM Total Return Bond ETF logo
PTRB PGIM Total Return Bond ETF
-0.09%
-$3,941.56
Vanguard Intermediate-Term Corporate Bond Fund logo
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$1,388.1
Fidelity Total Bond ETF logo
FBND Fidelity Total Bond ETF
-0.08%
-$1,540.07
iShares High Yield Systematic Bond ETF logo
HYDB iShares High Yield Systematic Bond ETF
-0.07%
-$1,071.73
TCW Flexible Income ETF logo
FLXR TCW Flexible Income ETF
-0.06%
-$744
PGIM Short Duration High Yield Fund logo
SDHY PGIM Short Duration High Yield Fund
-0.06%
-$1,105.68
SPDR Portfolio Intermediate Term Treasury ETF logo
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.05%
-$3,128.28
Bank of America Corporation logo
BAC-PL Bank of America Corporation
-0.05%
-$511.03
PIMCO Active Bond Exchange-Traded Fund logo
BOND PIMCO Active Bond Exchange-Traded Fund
-0.05%
-$780.03
iShares 1-5 Year Investment Grade Corporate Bond ETF logo
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$146.6
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
-0.04%
-$141.24
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
-0.04%
-$3,554.05
iShares Core Universal USD Bond ETF logo
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$889.77
First Trust Rising Dividend Achievers ETF logo
RDVY First Trust Rising Dividend Achievers ETF
-0.03%
-$1,060.05
SPDR Portfolio Intermediate Term Corporate Bond ETF logo
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$473.81
Vanguard Short-Term Treasury Fund logo
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$214.98
Columbia Research Enhanced Core ETF logo
RECS Columbia Research Enhanced Core ETF
-0.02%
-$61.03
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$323.12
iShares U.S. Infrastructure logo
IFRA iShares U.S. Infrastructure
-0.01%
-$22.29
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Dividends

Dividend Analysis

Yearly
$
Trades
1730
Longs Won
1394/1730 80%
Profit Factor
51.46
Profitability
Shorts Won
0/0 0%
Standard Deviation
$932,694.24
Average Win
$164,535.4
Best Trade
(Jul 15) $29.71M
Sharpe Ratio
-17.83
Average Loss
-$13,265.65
Worst Trade
(Mar 30) -$326,999.92
Z-Score
45.12 (100%)
Commissions
$0
Avg. Trade Length
1y 2m
Expectancy
$130,002.94
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 62,500 56,250 50,000 43,750 37,500 31,250 25,000 18,750 12,500 6,250
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Returns

Overall, Monthly
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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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Account USV