Michael Bailey Portfolio
Invests via MGB Wealth Management, LLC | Managed by Michael Glen Bailey
Invests via MGB Wealth Management, LLC
Managed by Michael Glen Bailey
Automatically Tracked
Michael Bailey Profile
Private-equity and operations-focused executive with experience across growth-stage investments, strategic portfolio management and corporate development. Michael Bailey brings leadership in deal sourcing, operational value creation and board governance, often working with tech and services companies. Known for driving EBITDA improvement, go-to-market scale and exit preparation; engages with limited partners, co-investors and management teams to execute liquidity events and strategic M&A.
Private-equity and operations-focused executive with experience across growth-stage investments, strategic portfolio management and corporate development. Michael Bailey brings leadership in deal sourcing, operational value creation and board governance, often working with tech and services companies. Known for driving EBITDA improvement, go-to-market scale and exit preparation; engages with limited partners, co-investors and management teams to execute liquidity events and strategic M&A.
Investment Philosophy & Strategy
Operates as an operations-driven private equity investor targeting growth-stage tech and services companies, deploying control or influential minority capital to accelerate go-to-market scale and EBITDA expansion. Emphasizes active portfolio engagement—board governance, KPI-driven operational improvements, and strategic M&A—to compress time-to-exit. Capital allocation favors repeatable unit economics, margin expansion and management alignment; time horizon is medium-to-long, with disciplined downside protection and liquidity focus via structured growth financing and exit-ready value creation plans.
Operates as an operations-driven private equity investor targeting growth-stage tech and services companies, deploying control or influential minority capital to accelerate go-to-market scale and EBITDA expansion. Emphasizes active portfolio engagement—board governance, KPI-driven operational improvements, and strategic M&A—to compress time-to-exit. Capital allocation favors repeatable unit economics, margin expansion and management alignment; time horizon is medium-to-long, with disciplined downside protection and liquidity focus via structured growth financing and exit-ready value creation plans.
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:
78.05%
Gain +0.02%
Monthly
1.98%
Yearly
26.52%
Drawdown
21.64%
$366.95M
Equity
Holdings
$366.95M
Investment
$233.69M
$212.47M
Profit +$77,841.04
Realized
$76.44M
Unrealized
$136.02M
Dividends
$10.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$77,841.04
Win %
80%
This Week
Compared To Last Week
Gain
0.02%
Profit
$77,841.04
Win %
80%
This Month
Compared to last month
Gain
-3.48%
Profit
-$13.26M
Win %
80%
This Year
Compared to last year
Gain
5.39%
Profit
$18.8M
Win %
80%
KLAC KLA Corporation
+5.55%
+$26,083.18 
AMD Advanced Micro Devices, Inc.
+4.73%
+$70,677.84 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$1.47M 
PWR Quanta Services Inc.
+3.58%
+$21,271.51 
WPM Wheaton Precious Metals Corp.
+3.05%
+$10,481.67 
BRCC BRC Inc.
+3.03%
+$601.2 
GDX VanEck Gold Miners ETF
+2.97%
+$9,565.71 
CME CME Group Inc.
+2.8%
+$40,755.81 
CELH Celsius Holdings Inc.
+2.75%
+$5,655 
REMX VanEck Rare Earth and Strategic Metals ETF
+2.73%
+$14,523.72 
RJF Raymond James Financial Inc.
+2.65%
+$17,515.94 
T AT&T Inc.
+2.52%
+$5,411.98 
VZ Verizon Communications Inc.
+2.49%
+$16,618.68 
STRL Sterling Infrastructure, Inc.
+2.44%
+$22,177.4 
GBCI Glacier Bancorp Inc.
+2.34%
+$14,765.28 
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF
+2.32%
+$1,480 
JPM JPMorgan Chase & Co.
+2.31%
+$98,241.38 
MCI Barings Corporate Investors
+2.12%
+$8,987.67 
CCJ Cameco Corporation
+2.01%
+$19,752.74 
FNB F.N.B. Corporation
+1.91%
+$4,613.35 
XLB Materials Select Sector SPDR Fund
+1.87%
+$9,239.04 
IAT iShares U.S. Regional Banks ETF
+1.86%
+$1,513.12 
KMI Kinder Morgan, Inc.
+1.85%
+$4,968.86 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.85%
+$89,418.45 
TSLA Tesla, Inc.
+1.82%
+$9,944.48 
NANR SPDR S&P North American Natural Resources ETF
+1.82%
+$133.92 
HBAN Huntington Bancshares Incorporated
+1.8%
+$3,875 
XME SPDR S&P Metals & Mining ETF
+1.77%
+$19,215.46 
TMUS T-Mobile US, Inc.
+1.76%
+$10,692.8 
SMH VanEck Semiconductor ETF
+1.73%
+$53,495.95 
PKG Packaging Corporation of America
+1.71%
+$4,680.27 
PSCT Invesco S&P SmallCap Information Technology ETF
+1.69%
+$20,306.88 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$20,233.98 
VRT Vertiv Holdings Co
+1.68%
+$6,267.44 
ACN Accenture plc Class A
+1.65%
+$2,428.8 
UNP Union Pacific Corporation
+1.65%
+$5,498.49 
KCE SPDR S&P Capital Markets ETF
+1.6%
+$3,649.88 
OKE ONEOK, Inc.
+1.56%
+$22,980.87 
RRC Range Resources Corporation
+1.55%
+$6,685.88 
URA Global X Uranium ETF
+1.54%
+$11,503.68 
PSCE Invesco S&P SmallCap Energy ETF
+1.52%
+$367.2 
SPHB Invesco S&P 500 High Beta ETF
+1.49%
+$5,253.83 
COF Capital One Financial Corporation
+1.48%
+$7,529.33 
KRE SPDR S&P Regional Banking ETF
+1.47%
+$3,023.12 
IPAY Amplify Digital Payments ETF
+1.45%
+$375 
CAT Caterpillar Inc.
+1.44%
+$9,847.35 
SYF Synchrony Financial
+1.42%
+$2,676.97 
XSD SPDR S&P Semiconductor ETF
+1.37%
+$258,250.46 
XLF Financial Select Sector SPDR Fund
+1.37%
+$7,886.88 
RPV Invesco S&P 500 Pure Value ETF
+1.37%
+$1,091.78 
NEE NextEra Energy, Inc.
+1.35%
+$6,525.1 
TXN Texas Instruments Inc
+1.35%
+$9,044.98 
SPGI S&P Global Inc.
+1.35%
+$4,300.04 
FCG First Trust Natural Gas ETF
+1.34%
+$22,462.18 
ABBV AbbVie Inc.
+1.32%
+$36,742.48 
RF Regions Financial Corporation
+1.31%
+$15,585.32 
SBIO ALPS Medical Breakthroughs ETF
+1.29%
+$670 
IXG iShares Global Financials ETF
+1.28%
+$8,171.01 
IYZ iShares U.S. Telecommunications ETF
+1.27%
+$5,079.25 
PXE Invesco Energy Exploration & Production ETF
+1.24%
+$2,200 
XSMO Invesco S&P SmallCap Momentum ETF
+1.22%
+$437.4 
CAH Cardinal Health Inc.
+1.22%
+$2,668.49 
VLO Valero Energy Corporation
+1.2%
+$30,181.17 
IGE iShares North American Natural Resources ETF
+1.2%
+$287.55 
RPG Invesco S&P 500 Pure Growth ETF
+1.2%
+$198 
CWB SPDR Bloomberg Convertible Securities ETF
+1.19%
+$277.2 
DVY iShares Select Dividend ETF
+1.19%
+$8,825.7 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.18%
+$1,447.5 
AWR American States Water Co.
+1.16%
+$2,879.15 
STLD Steel Dynamics Inc.
+1.15%
+$6,288.43 
PKB Invesco Building & Construction ETF
+1.14%
+$297.5 
ICE Intercontinental Exchange, Inc.
+1.11%
+$9,634.8 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.1%
+$799.68 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$2,406.22 
PRI Primerica Inc.
+1.09%
+$9,586.21 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$1,105.92 
PEY Invesco High Yield Equity Dividend Achievers ETF
+1.08%
+$11,418.25 
IDU iShares U.S. Utilities ETF
+1.08%
+$828 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$283.14 
JNJ Johnson & Johnson
+1.07%
+$5,702.3 
MPC Marathon Petroleum Corporation
+1.06%
+$42,893.3 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.05%
+$10,985.91 
V Visa Inc. Class A
+1.05%
+$20,975.34 
PDP Invesco Dorsey Wright Momentum ETF
+1.04%
+$28,456.5 
ATO Atmos Energy Corporation
+1.03%
+$3,513.65 
RSPE Invesco ESG S&P 500 Equal Weight ETF
+1.03%
+$18.47 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$22,666.4 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$462 
KKR KKR & Co. Inc.
+0.99%
+$3,540.04 
IWD iShares Russell 1000 Value ETF
+0.98%
+$599.25 
XLRE The Real Estate Select Sector SPDR Fund
+0.98%
+$2,640 
VO Vanguard Mid-Cap ETF
+0.97%
+$452.76 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$2,126.6 
ICF iShares Cohen & Steers Realty Majors ETF
+0.96%
+$75.9 
ORI Old Republic International Corp.
+0.94%
+$2,989.8 
VTV Vanguard Value ETF
+0.94%
+$26,626.39 
CVY Invesco Zacks Multi-Asset Income ETF
+0.93%
+$17,928.27 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$3,852 
VNQ Vanguard Real Estate ETF
+0.92%
+$2.7 
FTXN First Trust Nasdaq Oil & Gas ETF
+0.91%
+$2,088.78 
FV First Trust Dorsey Wright Focus 5 ETF
+0.91%
+$5,687.9 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$10,157.35 
APH Amphenol Corporation
+0.88%
+$5,475.2 
FXU First Trust Utilities AlphaDEX Fund
+0.87%
+$7,158.5 
ARKW ARK Next Generation Internet ETF
+0.87%
+$372.1 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$123.3 
HDV iShares Core High Dividend ETF
+0.87%
+$480 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$2,022.47 
DWLD Davis Select Worldwide ETF
+0.86%
+$5,826.89 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$11,653.74 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
+0.85%
+$3,941.28 
SCD LMP Capital and Income Fund Inc.
+0.85%
+$1,559.87 
NLR VanEck Uranium and Nuclear ETF
+0.83%
+$5,605.5 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$1,290.12 
JKK iShares Morningstar Small-Cap Growth ETF
+0.83%
+$5,629 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.83%
+$4,518.4 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$1,203.1 
SDY SPDR S&P Dividend ETF
+0.83%
+$860 
BKNG Booking Holdings Inc.
+0.82%
+$1,923.75 
MRCY Mercury Systems Inc.
+0.82%
+$2,842 
KBWD Invesco KBW High Dividend Yield Financial ETF
+0.81%
+$7.5 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,371.83 
XBI SPDR S&P Biotech ETF
+0.79%
+$1,699.92 
EMLP First Trust North American Energy Infrastructure Fund
+0.79%
+$14,755.32 
SLV iShares Silver Trust
+0.77%
+$27,808.49 
GE General Electric Company
+0.76%
+$2,189.46 
CVX Chevron Corporation
+0.75%
+$10,207.33 
XLE Energy Select Sector SPDR Fund
+0.75%
+$645 
WCC Wesco International Inc.
+0.74%
+$5,009.92 
SBUX Starbucks Corporation
+0.74%
+$2,280 
CGW Invesco S&P Global Water Index ETF
+0.74%
+$1,500.52 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$3,228.05 
HD The Home Depot, Inc.
+0.73%
+$14,329.98 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.73%
+$8,273.59 
ENFR Alerian Energy Infrastructure ETF
+0.73%
+$490 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$6,415.68 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.72%
+$24,153.36 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$158.76 
IMTM iShares MSCI International Momentum Factor ETF
+0.71%
+$196.84 
MA Mastercard Incorporated
+0.71%
+$1,787.05 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$23,382.68 
VB Vanguard Small-Cap ETF
+0.7%
+$103 
IYK iShares U.S. Consumer Staples ETF
+0.69%
+$769.59 
JLL Jones Lang LaSalle Inc.
+0.69%
+$2,742.76 
JKF iShares Morningstar Large-Cap Value ETF
+0.69%
+$1,400 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$2,507.44 
EMR Emerson Electric Co.
+0.69%
+$1,785.58 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$6,481.44 
FYC First Trust Small Cap Growth Fund
+0.69%
+$4,090.5 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$115.42 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$7,502.55 
CSQ Calamos Strategic Total Return Fund
+0.65%
+$4,438.33 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.65%
+$165 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.65%
+$3,412.14 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$22 
WMB The Williams Companies, Inc.
+0.64%
+$1,872.21 
PHO Invesco Water Resources ETF
+0.63%
+$1,134 
DUK Duke Energy Corporation
+0.63%
+$1,545.96 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
+0.61%
+$2,684.02 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$1,408 
IYW iShares U.S. Technology ETF
+0.61%
+$1,456.31 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$128,423.95 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.59%
+$3,034.4 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$2,827.35 
DFIV Dimensional International Value ETF
+0.58%
+$193.6 
EWJ iShares MSCI Japan ETF
+0.57%
+$1,726.21 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$12,025.1 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$150 
VOO Vanguard S&P 500 ETF
+0.55%
+$15,095.88 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$11,081.4 
MAIN Main Street Capital Corporation
+0.54%
+$15,455.44 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$69,066.73 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$135 
FDUS Fidus Investment Corporation
+0.53%
+$6,179.3 
GOOGL Alphabet Inc
+0.53%
+$25,725.79 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.53%
+$345.92 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$230 
EIRL iShares MSCI Ireland ETF
+0.5%
+$543.66 
PBP Invesco S&P 500 BuyWrite ETF
+0.48%
+$660 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$12,618.28 
GDV Gabelli Dividend & Income Trust
+0.48%
+$1,169 
FXG First Trust Consumer Staples AlphaDEX Fund
+0.47%
+$166.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$223.21 
MSI Motorola Solutions, Inc.
+0.46%
+$2,044.39 
EINC VanEck Energy Income ETF
+0.46%
+$110 
GOOG Alphabet Inc
+0.45%
+$2,288 
WMT Walmart Inc.
+0.45%
+$21,489.88 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$10,265.25 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$1,592.64 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$3,640.14 
VLUE iShares MSCI USA Value Factor ETF
+0.41%
+$221.6 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$11,622.27 
NML Neuberger Berman Energy Infrastructure and Income Fund Inc.
+0.39%
+$400 
KXI iShares Global Consumer Staples ETF
+0.38%
+$4,508.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$446 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.34%
+$929.47 
WEC WEC Energy Group Inc.
+0.33%
+$1,802.64 
JKE iShares Morningstar Large-Cap Growth ETF
+0.32%
+$361.08 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.31%
+$1,674.66 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.3%
+$917.36 
DRI Darden Restaurants, Inc.
+0.3%
+$842.94 
MLPX Global X MLP & Energy Infrastructure ETF
+0.3%
+$23.54 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$4,029.7 
XOM Exxon Mobil Corporation
+0.28%
+$3,098.25 
EFA iShares MSCI EAFE ETF
+0.28%
+$6,057.17 
PEJ Invesco Leisure and Entertainment ETF
+0.26%
+$127.5 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$469.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$3,027.39 
ARKK ARK Innovation ETF Fund
+0.25%
+$378.67 
OEF iShares S&P 100 ETF
+0.24%
+$12.9 
ADP Automatic Data Processing Inc.
+0.2%
+$1,461.27 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
+0.19%
+$660 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$999.72 
SPEU SPDR Portfolio Europe ETF
+0.18%
+$393.1 
VUG Vanguard Growth ETF
+0.18%
+$1,569.6 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$638.65 
IYC iShares U.S. Consumer Discretionary ETF
+0.16%
+$309.76 
NVDA NVIDIA Corporation
+0.16%
+$16,354.88 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
+0.15%
+$325.38 
RY Royal Bank of Canada
+0.14%
+$785.13 
BINC iShares Flexible Income Active ETF
+0.13%
+$1,057 
VRP Invesco Variable Rate Preferred ETF
+0.12%
+$930.93 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$1,138.38 
PSCH Invesco S&P SmallCap Health Care ETF
+0.1%
+$1,238.7 
EXPE Expedia Group, Inc.
+0.1%
+$457.01 
MSFT Microsoft Corp.
+0.1%
+$10,134.95 
IBB iShares Biotechnology ETF
+0.1%
+$373.98 
XT iShares Future Exponential Technologies ETF
+0.1%
+$823.09 
TXRH Texas Roadhouse Inc.
+0.1%
+$389.12 
FEZ SPDR Euro Stoxx 50 ETF
+0.09%
+$36.78 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$219.55 
MUSA Murphy USA Inc.
+0.07%
+$383.2 
PSK SPDR ICE Preferred Securities ETF
+0.07%
+$4.56 
CB Chubb Limited
+0.06%
+$896.79 
GLD SPDR Gold Shares
+0.06%
+$3,074.06 
IVES Amplify Bloomberg AI Value Chain ETF
+0.05%
+$1,544.6 
TJX The TJX Companies, Inc.
+0.04%
+$773.22 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$33.57 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$79.68 
JKL iShares Morningstar Small-Cap Value ETF
+0.03%
+$9.15 
SHV iShares Short Treasury Bond ETF
+0.03%
+$60.33 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$249.67 
PJP Invesco Pharmaceuticals ETF
+0.02%
+$420.9 
MCD McDonald's Corporation
+0.01%
+$122.63 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$35.9 
ABC AmerisourceBergen Corporation
0%
$0 
ARKF Ark Fintech Innovation ETF
0%
$0 
BTZ BlackRock Credit Allocation Income Trust
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
HYLS FT Tactical High Yield ETF
0%
$0 
IHI iShares U.S. Medical Devices ETF
0%
$0 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
0%
$0 
CTAS Cintas Corporation
-3.08%
-$34,988.8 
LLY Eli Lilly and Company
-2.41%
-$23,058.71 
PLTR Palantir Technologies Inc.
-2.36%
-$30,000.83 
HEI Heico Corporation
-2.24%
-$22,069.03 
NKE Nike, Inc. - Class B
-2.24%
-$7,725 
SHLD Global X Defense Tech ETF
-2.04%
-$30,181.69 
SHOP Shopify Inc.
-2.02%
-$3,324.93 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$14,371.97 
ABT Abbott Laboratories
-1.64%
-$8,157.03 
HEI-A HEICO Corporation
-1.58%
-$724.68 
XAR SPDR S&P Aerospace & Defense ETF
-1.55%
-$41,552.51 
AAPL Apple Inc.
-1.52%
-$127,678.5 
LMT Lockheed Martin Corporation
-1.52%
-$20,181.88 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.24%
-$32,090.22 
AMZN Amazon.com Inc
-1.23%
-$30,390.22 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$7,422.76 
IBM International Business Machines Corporation
-0.95%
-$2,161.1 
MLPA Global X MLP ETF
-0.93%
-$831.5 
AVGO Broadcom Inc.
-0.91%
-$110,288.59 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$6,115.05 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.72%
-$2,410.78 
HACK Amplify Cybersecurity ETF
-0.59%
-$15,024.55 
ETN Eaton Corporation plc
-0.57%
-$17,934.75 
SYY Sysco Corporation
-0.56%
-$2,362.5 
BSX Boston Scientific Corporation
-0.55%
-$2,611.96 
JFR Nuveen Floating Rate Income Fund
-0.52%
-$487.72 
AKRE Akre Focus ETF
-0.49%
-$1,075.95 
NZF Nuveen Municipal Credit Income Fund
-0.47%
-$3,181.14 
ISRG Intuitive Surgical, Inc.
-0.45%
-$894.24 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$1,196.62 
HAL Halliburton Company
-0.4%
-$3,151.52 
MCK McKesson Corporation
-0.4%
-$13,552.29 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.38%
-$2,794.26 
AMLP Alerian MLP ETF
-0.34%
-$12,653.46 
CNQ Canadian Natural Resources Limited
-0.31%
-$10,407.18 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$10,481.51 
META Meta Platforms Inc Class A
-0.26%
-$1,850.21 
BGR BlackRock Energy & Resources Trust
-0.25%
-$1,368.2 
IGV iShares Expanded Tech-Software Sector ETF
-0.24%
-$5,636.84 
XHE SPDR S&P Health Care Equipment ETF
-0.21%
-$457.31 
MOTI VanEck Morningstar International Moat ETF
-0.21%
-$10.85 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$822.63 
RIGS RiverFront Strategic Income Fund
-0.13%
-$41.04 
GUG Guggenheim Active Allocation Fund
-0.12%
-$282.92 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$429.48 
PGF Invesco Financial Preferred ETF
-0.07%
-$275.77 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$235.02 
SPBO SPDR Portfolio Corporate Bond ETF
-0.07%
-$10.12 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$643.7 
BKLN Invesco Senior Loan ETF
-0.05%
-$32 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$28.25 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$87.21 
HROW Harrow Inc.
-0.03%
-$62.5 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$10.44 Events
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Dividends
Dividend Analysis
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| Trades 1687 | Longs Won 1247/1687 73% | Profit Factor 40.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.29M |
| Average Win $174,013.48 | Best Trade (Jun 14) $34.56M | Sharpe Ratio -8.14 |
| Average Loss -$12,065.27 | Worst Trade (Jun 14) -$266,155.79 | Z-Score 19.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $125,943.03 |
| 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% | 0.29% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
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Returns
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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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