JAC
J. Adam Causey Portfolio
Invests via Jackson Thornton Wealth Management LLC | Managed by J. Adam Causey
Invests via Jackson Thornton Wealth Management LLC
Managed by J. Adam Causey
Automatically Tracked
J. Adam Causey Profile
J. Adam Causey has established a notable career as an operating executive in the finance sector, leading initiatives that drive operational efficiency and strategic growth within organizations. With extensive experience at the intersection of investment management and corporate leadership, he effectively navigates complex market landscapes to deliver impactful results. His role in guiding teams through transformative projects highlights his capabilities in optimizing processes while maintaining rigorous oversight of financial performance. As a well-regarded leader with strong interpersonal skills, he enhances organizational dynamics and fosters innovation across teams.
J. Adam Causey has established a notable career as an operating executive in the finance sector, leading initiatives that drive operational efficiency and strategic growth within organizations. With extensive experience at the intersection of investment management and corporate leadership, he effectively navigates complex market landscapes to deliver impactful results. His role in guiding teams through transformative projects highlights his capabilities in optimizing processes while maintaining rigorous oversight of financial performance. As a well-regarded leader with strong interpersonal skills, he enhances organizational dynamics and fosters innovation across teams.
Investment Philosophy & Strategy
Growth in competitive markets requires innovative strategies, a principle that underpins J. Adam Causey's investment approach. Drawing from a rich background as an operational executive in finance, he prioritizes initiatives that promote efficiency while capturing emerging opportunities. By leveraging his profound understanding of market dynamics, decisions are often driven by the potential for transformative impact on organizational performance. A keen focus on scalability allows him to identify ventures with robust growth trajectories and sustainable business models. This proactive stance toward capital allocation reflects an unwavering commitment to fostering innovation and achieving lasting value.
Growth in competitive markets requires innovative strategies, a principle that underpins J. Adam Causey's investment approach. Drawing from a rich background as an operational executive in finance, he prioritizes initiatives that promote efficiency while capturing emerging opportunities. By leveraging his profound understanding of market dynamics, decisions are often driven by the potential for transformative impact on organizational performance. A keen focus on scalability allows him to identify ventures with robust growth trajectories and sustainable business models. This proactive stance toward capital allocation reflects an unwavering commitment to fostering innovation and achieving lasting value.
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:
39.01%
Gain +0.86%
Monthly
0.54%
Yearly
6.72%
Drawdown
16.03%
$1.17B
Equity
Holdings
$1.17B
Investment
$811.67M
$360.64M
Profit +$11.85M
Realized
$342,395.46
Unrealized
$360.3M
Dividends
$49.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.86%
Profit
$11.85M
Win %
80%
This Week
Compared To Last Week
Gain
0.84%
Profit
$9.7M
Win %
80%
This Month
Compared to last month
Gain
1.01%
Profit
$11.71M
Win %
80%
This Year
Compared to last year
Gain
13.67%
Profit
$140.94M
Win %
80%
ROKU Roku, Inc.
+20.08%
+$55,390.12 
AMKR Amkor Technology Inc.
+8.71%
+$30,564.3 
STX Seagate Technology Holdings plc
+7.21%
+$49,484.94 
NWL Newell Brands Inc.
+6.49%
+$3,573.6 
INTC Intel Corporation
+6.48%
+$219,395.52 
WDC Western Digital Corporation
+6.36%
+$113,787.21 
TER Teradyne, Inc.
+5.72%
+$26,160 
KLAC KLA Corporation
+5.55%
+$214,016 
SNDK SanDisk Corporation
+5.24%
+$175,490.2 
AMD Advanced Micro Devices, Inc.
+4.73%
+$33,847.68 
ANET Arista Networks, Inc.
+4.38%
+$42,976.9 
QCOM QUALCOMM Incorporated
+4.28%
+$13,827.22 
MKTX MarketAxess Holdings Inc.
+3.92%
+$15,184.8 
GEV GE Vernova Inc.
+3.65%
+$17,431.65 
JEF Jefferies Financial Group Inc.
+3.32%
+$7,015.14 
TSN Tyson Foods Inc.
+3.2%
+$11,728.42 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$11,453.26 
FCX Freeport-McMoRan Inc.
+3.1%
+$22,103.58 
DD DuPont de Nemours Inc.
+3.02%
+$7,055.19 
CME CME Group Inc.
+2.79%
+$7,825.09 
SCHW Charles Schwab Corporation
+2.73%
+$5,464.36 
RL Ralph Lauren Corporation
+2.72%
+$9,917.46 
NEM Newmont Corporation
+2.69%
+$13,355.14 
AMAT Applied Materials, Inc.
+2.64%
+$10,110.12 
CNC Centene Corporation
+2.61%
+$46,818.64 
GS The Goldman Sachs Group, Inc.
+2.61%
+$9,183.4 
UAL United Airlines Holdings, Inc.
+2.58%
+$6,538.77 
NDAQ Nasdaq, Inc.
+2.58%
+$6,128.64 
SAN Banco Santander S.A. Sponsored ADR
+2.47%
+$4,717.89 
JPM JPMorgan Chase & Co.
+2.3%
+$21,493.97 
USB U.S. Bancorp
+2.27%
+$6,167.48 
IVZ Invesco Ltd.
+2.26%
+$7,656.96 
HST Host Hotels & Resorts Inc.
+2.26%
+$8,303.35 
TW Tradeweb Markets Inc.
+2.21%
+$5,231.91 
AXP American Express Company
+2.18%
+$4,253.41 
NTRS Northern Trust Corporation
+2.1%
+$7,144.1 
SRPT Sarepta Therapeutics Inc.
+2.07%
+$2,937.56 
RGA Reinsurance Group of America, Inc.
+2.07%
+$4,647.66 
PM Philip Morris International Inc.
+2.04%
+$10,348.16 
GIS General Mills, Inc.
+2.01%
+$3,479.56 
EXE Expand Energy Corporation
+1.95%
+$4,163.3 
AMP Ameriprise Financial, Inc.
+1.94%
+$5,538.75 
TGT Target Corporation
+1.94%
+$11,937.7 
MLI Mueller Industries Inc.
+1.93%
+$11,301.3 
TFC Truist Financial Corporation
+1.91%
+$4,790.83 
FIX Comfort Systems USA, Inc.
+1.87%
+$27,633.3 
BBY Best Buy Co., Inc.
+1.85%
+$11,274.12 
UNIT Uniti Group Inc.
+1.84%
+$10,890.5 
TSLA Tesla, Inc.
+1.82%
+$27,030.64 
KMI Kinder Morgan, Inc.
+1.82%
+$5,726.22 
AR Antero Resources Corporation
+1.75%
+$3,757.2 
PKG Packaging Corporation of America
+1.74%
+$5,358.6 
SF Stifel Financial Corp.
+1.71%
+$4,011.36 
CFG Citizens Financial Group, Inc.
+1.68%
+$7,833.28 
WELL Welltower Inc.
+1.68%
+$5,005.54 
WFC Wells Fargo & Company
+1.64%
+$3,794.85 
ACN Accenture plc Class A
+1.64%
+$8,647.44 
KEY KeyCorp
+1.64%
+$4,219.03 
VRT Vertiv Holdings Co
+1.63%
+$10,228.65 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$9,540.12 
LYG Lloyds Banking Group Plc ADR
+1.57%
+$2,137.58 
PB Prosperity Bancshares Inc.
+1.57%
+$4,798.08 
KDP Keurig Dr Pepper Inc.
+1.54%
+$8,376 
BAC Bank of America Corporation
+1.5%
+$7,914.05 
DAL Delta Air Lines, Inc.
+1.5%
+$7,873.23 
ZM Zoom Video Communications, Inc.
+1.49%
+$14,159.04 
CAT Caterpillar Inc.
+1.48%
+$10,069.92 
COF Capital One Financial Corporation
+1.47%
+$8,913.68 
MFG Mizuho Financial Group Inc. ADR
+1.47%
+$2,252.6 
CVS CVS Health Corporation
+1.46%
+$6,369.51 
EME EMCOR Group, Inc.
+1.42%
+$6,761.72 
AEG Aegon N.V.
+1.41%
+$1,408.08 
OMC Omnicom Group Inc.
+1.4%
+$3,976.06 
TPR Tapestry Inc.
+1.38%
+$4,164.72 
MTG MGIC Investment Corporation
+1.35%
+$2,802.78 
ADI Analog Devices, Inc.
+1.35%
+$4,183.07 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.35%
+$58,678.43 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$4,252.2 
AXTA Axalta Coating Systems Ltd.
+1.32%
+$2,850.47 
CCK Crown Holdings Inc.
+1.31%
+$3,233.28 
LAMR Lamar Advertising Company
+1.31%
+$4,003.88 
ABBV AbbVie Inc.
+1.3%
+$5,177.04 
C Citigroup Inc.
+1.27%
+$8,697.47 
ADT ADT Inc.
+1.26%
+$4,209.88 
MTZ MasTec, Inc. Common Stock
+1.24%
+$3,902.8 
EQIX Equinix, Inc.
+1.22%
+$6,449.03 
WAB Wabtec Corporation
+1.2%
+$3,837.08 
LRCX Lam Research Corporation
+1.19%
+$19,571.65 
FR First Industrial Realty Trust Inc.
+1.18%
+$3,164.24 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$406,366.2 
AVSC Avantis U.S. Small Cap Equity ETF
+1.15%
+$19,047.96 
ABNB Airbnb, Inc.
+1.09%
+$8,468.46 
JNJ Johnson & Johnson
+1.07%
+$10,710 
PLD Prologis Inc.
+1.06%
+$5,503.68 
V Visa Inc. Class A
+1.05%
+$3,580.49 
HOOD Robinhood Markets, Inc.
+1.04%
+$1,884.48 
IWD iShares Russell 1000 Value ETF
+1.02%
+$2,704.17 
NNN NNN REIT, Inc.
+1.02%
+$2,923.87 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$242,882.4 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$1.94M 
VRSK Verisk Analytics Inc.
+0.99%
+$1,807.2 
TFX Teleflex Incorporated
+0.97%
+$3,211.25 
IFF International Flavors & Fragrances Inc.
+0.96%
+$2,889.11 
SCHH Schwab U.S. REIT ETF
+0.96%
+$98,120.3 
APH Amphenol Corporation
+0.95%
+$5,879.75 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$66,836.25 
VNQ Vanguard Real Estate ETF
+0.95%
+$3,679.65 
ORI Old Republic International Corp.
+0.93%
+$1,913.1 
MTCH Match Group, Inc.
+0.93%
+$2,204.16 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$836,807.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$2,611.74 
HUBS HubSpot, Inc.
+0.89%
+$1,140.15 
VLTO Veralto Corporation
+0.88%
+$1,717.69 
FRT Federal Realty Investment Trust
+0.88%
+$5,325.1 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$99,818.76 
DFAR Dimensional US Real Estate ETF
+0.87%
+$98,529.7 
MNST Monster Beverage Corporation
+0.87%
+$2,673.6 
THC Tenet Healthcare Corporation
+0.86%
+$2,850.37 
FTNT Fortinet Inc.
+0.85%
+$5,160.88 
PG Procter & Gamble Co
+0.85%
+$3,142.52 
EIX Edison International
+0.84%
+$10,298.63 
PCG PG&E Corporation
+0.83%
+$9,583.42 
VTR Ventas Inc.
+0.83%
+$3,537.8 
OCSL Oaktree Specialty Lending Corporation
+0.83%
+$3,393.8 
BKNG Booking Holdings Inc.
+0.82%
+$2,767.5 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$337,702.91 
GE General Electric Company
+0.81%
+$7,754.37 
SO The Southern Company
+0.8%
+$7,948.4 
GM General Motors Company
+0.79%
+$7,820.16 
AKAM Akamai Technologies Inc.
+0.79%
+$3,007.68 
CVX Chevron Corporation
+0.74%
+$3,003.04 
PSX Phillips 66
+0.74%
+$5,220.35 
HD The Home Depot, Inc.
+0.73%
+$2,337.41 
BMRN Biomarin Pharmaceutical Inc.
+0.73%
+$1,698.97 
UNH UnitedHealth Group Incorporated
+0.72%
+$4,842.18 
MA Mastercard Incorporated
+0.72%
+$3,092.14 
PYPL PayPal Holdings Inc
+0.7%
+$1,992.88 
AVUS Avantis U.S. Equity ETF
+0.69%
+$4,220.37 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$8,629.63 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$1.45M 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$3,863.6 
COST Costco Wholesale Corporation
+0.68%
+$1,618.38 
ROP Roper Technologies Inc.
+0.68%
+$3,139.14 
EVR Evercore Inc.
+0.67%
+$1,669.32 
INCY Incyte Corporation
+0.65%
+$4,869.9 
PLTK Playtika Holding Corp
+0.64%
+$221.66 
FNF Fidelity National Financial, Inc.
+0.63%
+$1,936.8 
WMB The Williams Companies, Inc.
+0.63%
+$1,794.15 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$5,467.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$23,744 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$3,562.27 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$93,492.79 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$1,717.18 
AVDE Avantis International Equity ETF
+0.6%
+$22,981.86 
CMI Cummins Inc.
+0.59%
+$3,084.14 
DFIV Dimensional International Value ETF
+0.58%
+$523,589.3 
AEP American Electric Power Company, Inc.
+0.58%
+$1,968 
IVV iShares Core S&P 500 ETF
+0.58%
+$5,198.71 
VOO Vanguard S&P 500 ETF
+0.58%
+$1,796.02 
JLL Jones Lang LaSalle Inc.
+0.58%
+$1,154.12 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$1,861.2 
AVRE Avantis Real Estate ETF
+0.55%
+$1,556.1 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$197,243.2 
GOOGL Alphabet Inc
+0.53%
+$12,466.57 
DFIS Dimensional International Small Cap ETF
+0.51%
+$11,973.08 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$2,498.63 
G Genpact Ltd.
+0.49%
+$1,186.99 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.47%
+$4,631.23 
VLUE iShares MSCI USA Value Factor ETF
+0.47%
+$25,975.28 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$42,852.42 
GOOG Alphabet Inc
+0.45%
+$10,787.13 
ROST Ross Stores, Inc.
+0.43%
+$1,735.02 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$222,708.03 
PGR Progressive Corporation
+0.41%
+$917.28 
WMT Walmart Inc.
+0.41%
+$8,652 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$6,119.4 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$44,540.33 
PEP PepsiCo, Inc.
+0.4%
+$4,659.72 
DG Dollar General Corporation
+0.4%
+$1,953.16 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.4%
+$1,179.92 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$24,629.72 
BMY Bristol-Myers Squibb Company
+0.4%
+$4,566.6 
DUHP Dimensional US High Profitability ETF
+0.39%
+$15,827.04 
ES Eversource Energy
+0.38%
+$855.4 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$111,723.37 
GD General Dynamics Corporation
+0.35%
+$2,204.91 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$1,086.75 
AME Ametek Inc.
+0.34%
+$1,022.58 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$1,026.61 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.32%
+$656.4 
WM Waste Management, Inc.
+0.31%
+$1,102.82 
MMM 3M Company
+0.29%
+$803.62 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$6,868.1 
XOM Exxon Mobil Corporation
+0.28%
+$3,831.86 
FTI TechnipFMC plc
+0.27%
+$2,731.63 
DX Dynex Capital Inc.
+0.23%
+$1,112.28 
VUG Vanguard Growth ETF
+0.22%
+$811.68 
TRV The Travelers Companies, Inc.
+0.21%
+$835.39 
A Agilent Technologies Inc.
+0.2%
+$688.74 
IQV IQVIA Holdings Inc.
+0.2%
+$714.24 
ADP Automatic Data Processing Inc.
+0.2%
+$773.96 
LECO Lincoln Electric Holdings, Inc.
+0.19%
+$593 
ESTC Elastic N.V.
+0.18%
+$599.83 
EXR Extra Space Storage Inc.
+0.16%
+$397.14 
HAS Hasbro Inc.
+0.15%
+$595.53 
PFE Pfizer Inc.
+0.15%
+$508.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$474.5 
STE STERIS plc
+0.15%
+$590.86 
NVDA NVIDIA Corporation
+0.14%
+$9,129.53 
CIEN Ciena Corporation
+0.13%
+$646.38 
RF-PF Regions Financial Corporation
+0.12%
+$279.87 
VRSN Verisign Inc.
+0.11%
+$824.96 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$653.4 
CB Chubb Limited
+0.1%
+$1,165.52 
CW Curtiss-Wright Corporation
+0.1%
+$304.98 
UTHR United Therapeutics Corporation
+0.1%
+$355.6 
EXPE Expedia Group, Inc.
+0.1%
+$867.1 
MSFT Microsoft Corp.
+0.1%
+$3,293.2 
LVS Las Vegas Sands Corp.
+0.1%
+$448.6 
KO The Coca-Cola Company
+0.1%
+$357.28 
TXRH Texas Roadhouse Inc.
+0.1%
+$348 
GAP Gap Inc.
+0.09%
+$193.82 
JBHT J.B. Hunt Transport Services, Inc.
+0.08%
+$1,056.44 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$165 
TJX The TJX Companies, Inc.
+0.06%
+$441.75 
FDX FedEx Corporation
+0.05%
+$639 
ORCL Oracle Corporation
+0.05%
+$332.42 
BIIB Biogen Inc.
+0.04%
+$116.73 
PANW Palo Alto Networks, Inc.
+0.03%
+$112.28 
MUSA Murphy USA Inc.
+0.01%
+$47.59 
FLS Flowserve Corporation
+0.01%
+$30.53 
ANTM Anthem Inc
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CFLT Confluent, Inc. Class A Common Stock
0%
$0 
EXAS Exact Sciences Corp
0%
$0 
NEWTP NewtekOne, Inc. 8.500% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B
0%
$0 
RE Everest Re Group, Ltd.
0%
$0 
SNOW
0%
$0 
ADBE Adobe Inc.
-6.75%
-$12,252.62 
PINS Pinterest, Inc. Class A
-6.02%
-$11,732.7 
HRZN Horizon Technology Finance Corporation
-4.59%
-$7,174.44 
ADSK Autodesk, Inc.
-3.47%
-$5,904.78 
MDB MongoDB Inc.
-3.42%
-$12,275.56 
DKNG DraftKings Inc.
-3.4%
-$10,344.84 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.27%
-$20,320.08 
ILMN Illumina, Inc.
-3.15%
-$23,066.48 
LLY Eli Lilly and Company
-2.41%
-$38,235.6 
PLTR Palantir Technologies Inc.
-2.36%
-$14,974.14 
ALNY Alnylam Pharmaceuticals Inc
-2.26%
-$5,506.68 
GTLB GitLab Inc.
-2.15%
-$4,091.27 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$9,557.38 
NBIX Neurocrine Biosciences Inc.
-1.81%
-$10,348.6 
MEDP Medpace Holdings Inc.
-1.64%
-$9,269.62 
TTC The Toro Company
-1.61%
-$3,574.39 
LMT Lockheed Martin Corporation
-1.53%
-$10,828.11 
AAPL Apple Inc.
-1.52%
-$120,492 
MU Micron Technology, Inc.
-1.42%
-$64,967.3 
MRK Merck & Co., Inc.
-1.41%
-$21,892.2 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$3,349.91 
LYFT Lyft Inc.
-1.24%
-$4,201.04 
VEEV Veeva Systems Inc.
-1.24%
-$2,584 
AMZN Amazon.com Inc
-1.23%
-$37,734.08 
AMT American Tower Corporation
-1.16%
-$7,486.6 
NFLX Netflix, Inc.
-1.14%
-$2,270.13 
HII Huntington Ingalls Industries Inc.
-1.12%
-$3,262.16 
NYT New York Times Co.
-1.1%
-$3,540.61 
TXT Textron Inc.
-1.01%
-$3,907.35 
IBM International Business Machines Corporation
-0.97%
-$3,009.1 
ALGN Align Technology, Inc.
-0.95%
-$2,907.47 
AVGO Broadcom Inc.
-0.91%
-$19,621 
NOW ServiceNow, Inc.
-0.87%
-$4,855.5 
EW Edwards Lifesciences Corporation
-0.77%
-$2,182.62 
TEAM Atlassian Corporation Class A
-0.76%
-$5,284.28 
BDX Becton, Dickinson and Company
-0.75%
-$2,698.18 
EXEL Exelixis Inc.
-0.69%
-$3,646.72 
CSCO Cisco Systems, Inc.
-0.6%
-$3,615.69 
KMX CarMax Inc.
-0.56%
-$2,164.56 
UPS United Parcel Service, Inc.
-0.52%
-$2,546.45 
DOV Dover Corporation
-0.51%
-$1,720.32 
ARMK Aramark
-0.49%
-$2,516.4 
DECK Deckers Outdoor Corporation
-0.45%
-$1,990.99 
BWA BorgWarner Inc.
-0.44%
-$4,028.64 
MPT Medical Properties Trust, Inc.
-0.4%
-$737.56 
RBLX Roblox Corporation
-0.4%
-$729.92 
ARLP Alliance Resource Partners, L.P.
-0.4%
-$1,240.7 
IT Gartner Inc.
-0.4%
-$1,295.05 
DHR Danaher Corporation
-0.36%
-$1,517.73 
AA Alcoa Corporation
-0.3%
-$834.96 
META Meta Platforms Inc Class A
-0.26%
-$3,377.05 
CRM Salesforce Inc
-0.25%
-$694.13 
DHI D.R. Horton, Inc.
-0.21%
-$758.01 
MDT Medtronic plc
-0.21%
-$798.15 
TGRT T. Rowe Price Growth ETF
-0.12%
-$301.89 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$44,609.67 
EPD Enterprise Products Partners L.P.
-0.07%
-$168 
INTU Intuit Inc.
-0.07%
-$58.14 
TOL Toll Brothers Inc
-0.07%
-$191.62 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$7,681.02 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$1,188.62 
ANF Abercrombie & Fitch Co.
-0.03%
-$53.7 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$7,114.41 
JHG Janus Henderson Group plc
-0.01%
-$32.19 Events
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Dividends
Dividend Analysis
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| Trades 1329 | Longs Won 898/1329 67% | Profit Factor 21.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.17M |
| Average Win $421,607.7 | Best Trade (Jun 12) $56.93M | Sharpe Ratio -9.42 |
| Average Loss -$41,680 | Worst Trade (Jun 30) -$3.24M | Z-Score 16.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3d | Expectancy $271,361.65 |
| 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 | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
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Returns
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