KVD
Kurt Van Dyken Portfolio
Invests via Lifeworks Advisors LLC | Managed by Kurt Van Dyken
Invests via Lifeworks Advisors LLC
Managed by Kurt Van Dyken
Automatically Tracked
Kurt Van Dyken Profile
Kurt Van Dyken is a seasoned entrepreneurial founder known for his contributions to technology commercialization in emerging markets. With an extensive track record in building innovative startups, he has successfully led multiple ventures that bridge technological gaps and drive industry advancements. His strategic insights into market expansion have positioned him as a key player in fostering growth across various sectors, particularly within tech-driven landscapes. Beyond his operational expertise, he plays an influential role in advising early-stage companies seeking to navigate complex financial ecosystems effectively.
Kurt Van Dyken is a seasoned entrepreneurial founder known for his contributions to technology commercialization in emerging markets. With an extensive track record in building innovative startups, he has successfully led multiple ventures that bridge technological gaps and drive industry advancements. His strategic insights into market expansion have positioned him as a key player in fostering growth across various sectors, particularly within tech-driven landscapes. Beyond his operational expertise, he plays an influential role in advising early-stage companies seeking to navigate complex financial ecosystems effectively.
Investment Philosophy & Strategy
Innovation drives the approach of Kurt Van Dyken, whose entrepreneurial acumen is evident in his ability to identify and capitalize on emerging market opportunities. With a profound understanding of technology commercialization, he engages with startups to optimize their growth potential while effectively addressing sector-specific challenges. His hands-on experience enables him to guide businesses through pivotal transitions, emphasizing scalable solutions that resonate within dynamic industries. By leveraging strategic relationships and financial insights, he cultivates ecosystems conducive to sustainable development, ensuring that innovative initiatives can thrive amidst evolving market conditions.
Innovation drives the approach of Kurt Van Dyken, whose entrepreneurial acumen is evident in his ability to identify and capitalize on emerging market opportunities. With a profound understanding of technology commercialization, he engages with startups to optimize their growth potential while effectively addressing sector-specific challenges. His hands-on experience enables him to guide businesses through pivotal transitions, emphasizing scalable solutions that resonate within dynamic industries. By leveraging strategic relationships and financial insights, he cultivates ecosystems conducive to sustainable development, ensuring that innovative initiatives can thrive amidst evolving market conditions.
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:
32.11%
Gain +1.72%
Monthly
0.48%
Yearly
5.88%
Drawdown
15%
$857.29M
Equity
Holdings
$857.29M
Investment
$675.28M
$226.49M
Profit +$16.15M
Realized
$44.49M
Unrealized
$182M
Dividends
$40.19M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.72%
Profit
$16.15M
Win %
71%
This Week
Compared To Last Week
Gain
-2.08%
Profit
-$18.24M
Win %
71%
This Month
Compared to last month
Gain
-1.26%
Profit
-$10.93M
Win %
71%
This Year
Compared to last year
Gain
6.18%
Profit
$51.97M
Win %
71%
KLAC KLA Corporation
+12.85%
+$207,187.18 
MU Micron Technology, Inc.
+11.69%
+$297,084 
AMAT Applied Materials, Inc.
+11.17%
+$276,772.81 
TER Teradyne, Inc.
+9.73%
+$65,016.63 
ALB Albemarle Corporation
+8%
+$27,941.98 
AMD Advanced Micro Devices, Inc.
+7.96%
+$124,124.95 
MPWR Monolithic Power Systems, Inc.
+7.91%
+$67,109.76 
BAI iShares A.I. Innovation and Tech Active ETF
+7.13%
+$65,247 
DAL Delta Air Lines, Inc.
+7.04%
+$23,241.6 
JBL Jabil Inc.
+6.92%
+$789,814.48 
HOOD Robinhood Markets, Inc.
+6.81%
+$51,614.64 
CRWD CrowdStrike Holdings, Inc.
+6.76%
+$91,892.42 
HON Honeywell International Inc.
+6.43%
+$293,014.44 
STX Seagate Technology Holdings plc
+6.38%
+$1.45M 
QCOM QUALCOMM Incorporated
+6.16%
+$589,223.82 
BA Boeing Company
+6.05%
+$61,746.4 
HWM Howmet Aerospace Inc.
+6.05%
+$49,087.74 
NXPI NXP Semiconductors N.V.
+5.95%
+$25,383.06 
DELL Dell Technologies Inc.
+5.94%
+$1.47M 
MCHP Microchip Technology Incorporated
+5.72%
+$21,800.02 
HEI Heico Corporation
+5.72%
+$17,037.86 
TXN Texas Instruments Inc
+5.33%
+$46,458.53 
UPS United Parcel Service, Inc.
+5.22%
+$22,422.4 
GLW Corning Incorporated
+5.01%
+$492,295.14 
KEYS Keysight Technologies, Inc.
+4.98%
+$349,633.88 
ADI Analog Devices, Inc.
+4.95%
+$19,625.04 
ETN Eaton Corporation plc
+4.88%
+$77,145.56 
LYG Lloyds Banking Group Plc ADR
+4.84%
+$6,216.5 
CAT Caterpillar Inc.
+4.83%
+$392,854.31 
AMGN Amgen Inc.
+4.79%
+$38,414.52 
IDEF iShares U.S. Defense & Aerospace Index ETF
+4.66%
+$17,038.2 
TSLA Tesla, Inc.
+4.63%
+$87,413.49 
MTUM iShares MSCI USA Momentum Factor ETF
+4.61%
+$24,994.93 
AMCR Amcor plc
+4.6%
+$169,875.23 
GEV GE Vernova Inc.
+4.58%
+$63,797.36 
LMT Lockheed Martin Corporation
+4.57%
+$35,519.97 
GE General Electric Company
+4.43%
+$36,118.99 
EEM iShares MSCI Emerging Markets ETF
+4.42%
+$148,156.58 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.41%
+$17,763 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$55,755.45 
DFAE Dimensional Emerging Core Equity Market ETF
+4.25%
+$34,872.5 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+4.2%
+$17,191.61 
DLTR Dollar Tree, Inc.
+4.14%
+$31,162.83 
CMI Cummins Inc.
+4.03%
+$298,913.78 
EFG iShares MSCI EAFE Growth ETF
+3.94%
+$38,675.52 
RTX RTX Corporation
+3.83%
+$187,605.2 
SCHF Schwab International Equity ETF
+3.67%
+$15,350.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$20,297.5 
PKG Packaging Corporation of America
+3.63%
+$19,277.12 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$2.07M 
GILD Gilead Sciences Inc.
+3.6%
+$324,896.25 
FMAT Fidelity MSCI Materials Index ETF
+3.5%
+$77,128 
DRI Darden Restaurants, Inc.
+3.49%
+$20,050.07 
AVGO Broadcom Inc.
+3.47%
+$51,303.26 
VTRS Viatris Inc.
+3.42%
+$121,611.24 
GWX SPDR S&P International Small Cap ETF
+3.39%
+$12,560.13 
FIDU Fidelity MSCI Industrials Index ETF
+3.37%
+$347,007 
VGT Vanguard Information Technology ETF
+3.32%
+$11,667.44 
GSK GSK plc Sponsored ADR
+3.28%
+$7,156.8 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$35,974.68 
EWJ iShares MSCI Japan ETF
+3.25%
+$90,964.3 
XLI Industrial Select Sector SPDR Fund
+3.24%
+$9,931.41 
FTEC Fidelity MSCI Information Technology Index ETF
+3.23%
+$493,441.21 
VGK Vanguard FTSE Europe ETF
+3.22%
+$99,360.27 
PCAR PACCAR Inc.
+3.15%
+$248,722.38 
EFA iShares MSCI EAFE ETF
+3.12%
+$22,862.04 
GLD SPDR Gold Shares
+3.1%
+$381,390.47 
AAVM Alpha Value Momentum Trend ETF
+3.1%
+$15,211.62 
EL The Estée Lauder Companies Inc. Class A
+3.08%
+$9,636.32 
IAU iShares Gold Trust
+3.05%
+$487,906.38 
SGOL abrdn Physical Gold Shares ETF
+3.04%
+$25,020.72 
OUNZ VanEck Merk Gold Trust
+3.03%
+$197,714.93 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$9,466.39 
EBAY eBay Inc.
+3.01%
+$246,384 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$8,610.88 
IWM iShares Russell 2000 ETF
+2.99%
+$113,012.74 
GRMN Garmin Ltd.
+2.97%
+$175,742.72 
BIIB Biogen Inc.
+2.94%
+$19,819.8 
HPE Hewlett Packard Enterprise Company
+2.86%
+$404,781 
TEL TE Connectivity plc
+2.8%
+$6,033.56 
DVA DaVita Inc.
+2.71%
+$9,737.8 
GBTC Grayscale Bitcoin Trust ETF
+2.71%
+$5,909.8 
CARR Carrier Global Corporation
+2.68%
+$50,164.66 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.67%
+$64,304.9 
IBIT iShares Bitcoin Trust
+2.62%
+$188,242.63 
EFV iShares MSCI EAFE Value ETF
+2.57%
+$35,420.6 
NRG NRG Energy, Inc.
+2.54%
+$4,353.26 
CVS CVS Health Corporation
+2.54%
+$14,290.11 
CSCO Cisco Systems, Inc.
+2.53%
+$289,568.02 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.52%
+$29,868.12 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$7,906.01 
VB Vanguard Small-Cap ETF
+2.52%
+$12,635 
XPH SPDR S&P Pharmaceuticals ETF
+2.48%
+$6,529.35 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.45%
+$19,746.46 
BLCR iShares Large Cap Core ACT ETF
+2.38%
+$10,208.7 
DASH DoorDash, Inc.
+2.38%
+$9,707.36 
BMY Bristol-Myers Squibb Company
+2.37%
+$6,651.48 
SPEM SPDR Portfolio Emerging Markets ETF
+2.33%
+$33,272.47 
INCY Incyte Corporation
+2.31%
+$24,553.72 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.27%
+$41,380.68 
HD The Home Depot, Inc.
+2.26%
+$23,821.81 
LOW Lowe's Companies Inc.
+2.26%
+$7,905.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.25%
+$35,626.56 
PFE Pfizer Inc.
+2.23%
+$158,198.94 
WAB Wabtec Corporation
+2.19%
+$124,772.01 
NVDA NVIDIA Corporation
+2.17%
+$96,582.72 
FELV Fidelity Enhanced Large Cap Value ETF
+2.15%
+$6,664.97 
VRTX Vertex Pharmaceuticals Incorporated
+2.14%
+$28,195.26 
LLY Eli Lilly and Company
+2.13%
+$45,926.37 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.08%
+$31,598.1 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$4,550.55 
BBY Best Buy Co., Inc.
+1.97%
+$4,878.26 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$30,236 
BKNG Booking Holdings Inc.
+1.84%
+$5,015 
VO Vanguard Mid-Cap ETF
+1.83%
+$13,734.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$15,752.73 
IHE iShares U.S. Pharmaceuticals ETF
+1.82%
+$5,904.1 
VUG Vanguard Growth ETF
+1.78%
+$28,107.36 
DIS The Walt Disney Company
+1.77%
+$11,079.25 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.77%
+$53,200.21 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.76%
+$25,392.13 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$135,560.19 
TROW T. Rowe Price Group, Inc.
+1.73%
+$4,922 
VOO Vanguard S&P 500 ETF
+1.72%
+$36,225.04 
IVV iShares Core S&P 500 ETF
+1.72%
+$110,814.7 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$11,642.89 
ITW Illinois Tool Works Inc.
+1.71%
+$85,429.89 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$86,109.7 
VTV Vanguard Value ETF
+1.68%
+$30,555.57 
QUAL iShares MSCI USA Quality Factor ETF
+1.68%
+$13,770.08 
PNR Pentair plc
+1.67%
+$54,819.73 
AXP American Express Company
+1.64%
+$18,540 
HST Host Hotels & Resorts Inc.
+1.63%
+$4,150.38 
DE Deere & Company
+1.53%
+$91,531.57 
AMZN Amazon.com Inc
+1.45%
+$71,763.45 
SYY Sysco Corporation
+1.41%
+$4,800.37 
JPM JPMorgan Chase & Co.
+1.4%
+$15,940.76 
AAPL Apple Inc.
+1.39%
+$148,404.15 
MRK Merck & Co., Inc.
+1.39%
+$111,362.07 
UBER Uber Technologies, Inc.
+1.37%
+$13,743.74 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.26%
+$2,820.68 
LIN Linde plc
+1.23%
+$77,940.29 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+1.14%
+$4,963.44 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.14%
+$2,750.8 
TLH iShares 10-20 Year Treasury Bond ETF
+1.13%
+$4,854.08 
BAC Bank of America Corporation
+1.09%
+$2,514.47 
IVE ISHARES S&P 500 VALUE ETF
+1.07%
+$13,973.24 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.05%
+$19,188.54 
FNCL Fidelity MSCI Financials Index ETF
+0.98%
+$21,186.79 
GOOG Alphabet Inc
+0.91%
+$5,600.8 
FHLC Fidelity MSCI Health Care Index ETF
+0.91%
+$62,575.32 
IBM International Business Machines Corporation
+0.91%
+$64,138.02 
CVNA Carvana Co.
+0.9%
+$2,032.8 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.87%
+$1,894.2 
BUFR FT Vestladder Buffer ETF-USD I
+0.86%
+$4,390.53 
QDEC FT Vest Nasdaq-100 Buffer ETF
+0.86%
+$2,443.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$171,088.53 
MCD McDonald's Corporation
+0.83%
+$4,474.42 
CTA-PA EIDP, Inc.
+0.81%
+$7,747.74 
XLV Health Care Select Sector SPDR Fund
+0.81%
+$3,213.96 
FFIV F5 Inc.
+0.79%
+$60,414.53 
CAG Conagra Brands Inc.
+0.75%
+$2,125.7 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.74%
+$4,131.81 
FCOM Fidelity MSCI Communication Services Index ETF
+0.73%
+$3,573.57 
OTIS Otis Worldwide Corporation
+0.7%
+$25,184.53 
PLTR Palantir Technologies Inc.
+0.69%
+$1,675.14 
IEF iShares 7-10 Year Treasury Bond ETF
+0.69%
+$16,961.75 
HRL Hormel Foods Corporation
+0.66%
+$4,257.76 
MBB iShares MBS ETF
+0.65%
+$113,701.56 
RWO SPDR Dow Jones Global Real Estate ETF
+0.6%
+$1,618.08 
BNDX Vanguard Total International Bond ETF
+0.58%
+$103,663.56 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.58%
+$1,884.06 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$4,617.06 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$4,764.48 
IUSB iShares Core Universal USD Bond ETF
+0.57%
+$5,254.86 
ABT Abbott Laboratories
+0.56%
+$20,026.71 
GOVT iShares U.S. Treasury Bond ETF
+0.55%
+$142,302.25 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$28,682.08 
BRTR iShares Total Return Act ETF
+0.54%
+$1,393.74 
FOX Fox Corporation Class B Common Stock
+0.54%
+$2,977.92 
WFC Wells Fargo & Company
+0.54%
+$1,801.36 
SPHY SPDR Portfolio High Yield Bond ETF
+0.52%
+$2,994.12 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.51%
+$1,060.4 
FE FirstEnergy Corp.
+0.49%
+$1,956.15 
RUNN Running Oak Efficient Growth ETF
+0.49%
+$1,327.16 
UNP Union Pacific Corporation
+0.49%
+$1,841.4 
IAGG iShares International Aggregate Bond Fund
+0.47%
+$1,968.34 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.46%
+$4,094.35 
GOOGL Alphabet Inc
+0.42%
+$13,380.25 
TJX The TJX Companies, Inc.
+0.39%
+$15,393.3 
FAPR FT Vest U.S. Equity Buffer ETF
+0.33%
+$777 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.31%
+$817.12 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$2,404.06 
BINC iShares Flexible Income Active ETF
+0.29%
+$708.45 
GDEC FT VEST US Equity Moderate B Fund
+0.23%
+$705.06 
XEL Xcel Energy Inc.
+0.22%
+$1,651.55 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.21%
+$767.72 
MUB iShares National Muni Bond ETF
+0.21%
+$11,137.5 
ISRG Intuitive Surgical, Inc.
+0.2%
+$2,392.92 
LMUB iShares Long-Term National Muni Bond ETF
+0.2%
+$743.8 
TAXF American Century Diversified Municipal Bond ETF
+0.19%
+$765.61 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.19%
+$4,828.23 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$696.45 
TRV The Travelers Companies, Inc.
+0.17%
+$1,072.04 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.17%
+$2,632.35 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.14%
+$837.32 
VGSH Vanguard Short-Term Treasury Fund
+0.14%
+$926.24 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$741.07 
MDT Medtronic plc
+0.11%
+$4,549.77 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$15,446.85 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.09%
+$187.68 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$221.87 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$145.2 
FLTR VanEck IG Floating Rate ETF
+0.06%
+$128.73 
ENB Enbridge Inc.
+0.04%
+$145.2 
DGX Quest Diagnostics Inc.
+0.03%
+$241.2 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.02%
+$55.06 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.02%
+$93.84 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$15.59 
ANTM Anthem Inc
0%
$0 
BPRE
0%
$0 
CMCSA Comcast Corp
0%
$0 
GENVR Gen Digital Inc. Contingent Value Right
0%
$0 
JCI
0%
$0 
L
0%
$0 
RE Everest Re Group, Ltd.
0%
$0 
ORCL Oracle Corporation
-8.58%
-$901,528.02 
ADSK Autodesk, Inc.
-7.1%
-$39,573.49 
GDDY Godaddy Inc.
-6.32%
-$115,464.18 
DVN Devon Energy Corporation
-4.27%
-$12,640.48 
VRSN Verisign Inc.
-2.96%
-$94,716.84 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$30,044.85 
XOM Exxon Mobil Corporation
-2.68%
-$45,119.88 
LYB LyondellBasell Industries N.V.
-2.55%
-$56,360.32 
CF CF Industries Holdings, Inc.
-2.51%
-$16,538.64 
BSX Boston Scientific Corporation
-2.4%
-$9,676.72 
MO Altria Group, Inc.
-2.35%
-$237,009.12 
ADP Automatic Data Processing Inc.
-2.29%
-$92,882 
RSG Republic Services, Inc.
-2.17%
-$119,352.9 
CVX Chevron Corporation
-2.1%
-$11,032.56 
XLE Energy Select Sector SPDR Fund
-1.97%
-$9,508.2 
FENY Fidelity MSCI Energy Index ETF
-1.92%
-$4,495 
DOW Dow Inc.
-1.8%
-$5,243.49 
MSFT Microsoft Corp.
-1.77%
-$166,114.26 
SPDN Direxion Daily S&P 500 Bear 1X Shares
-1.67%
-$3,670.35 
GSG iShares S&P GSCI Commodity-Indexed Trust
-1.64%
-$174,059.18 
ROMO Strategy Shares Newfound/ReSolve Robust Momentum ETF
-1.36%
-$4,692.83 
PM Philip Morris International Inc.
-1.27%
-$7,092.52 
KO The Coca-Cola Company
-1.27%
-$14,282.44 
V Visa Inc. Class A
-1.21%
-$55,968.76 
TRMB Trimble Inc.
-1.19%
-$5,101.2 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.09%
-$38,712.88 
CLX The Clorox Company
-1.01%
-$61,215 
MPC Marathon Petroleum Corporation
-0.94%
-$6,686.08 
VLO Valero Energy Corporation
-0.92%
-$5,913.15 
NFLX Netflix, Inc.
-0.9%
-$11,637.99 
T AT&T Inc.
-0.86%
-$3,161.8 
COST Costco Wholesale Corporation
-0.82%
-$7,499.2 
SO The Southern Company
-0.79%
-$60,915.81 
ED Consolidated Edison, Inc.
-0.7%
-$3,669.3 
PNW Pinnacle West Capital Corporation
-0.66%
-$2,246.11 
HIG The Hartford Insurance Group, Inc.
-0.66%
-$40,601.1 
CPB The Campbell's Company
-0.66%
-$41,051.85 
SCHW Charles Schwab Corporation
-0.62%
-$1,577.4 
ATO Atmos Energy Corporation
-0.6%
-$1,957.38 
CL Colgate-Palmolive Company
-0.6%
-$3,926.34 
CME CME Group Inc.
-0.6%
-$2,572.22 
UNH UnitedHealth Group Incorporated
-0.54%
-$4,397.04 
KR Kroger Co.
-0.52%
-$27,594.28 
AEE Ameren Corporation
-0.52%
-$1,297.52 
BTHM iShares U.S. Thematic Rotation Active ETF
-0.47%
-$2,663 
META Meta Platforms Inc Class A
-0.45%
-$7,091.37 
PG Procter & Gamble Co
-0.45%
-$4,587.51 
PEP PepsiCo, Inc.
-0.44%
-$4,025.76 
CDNS Cadence Design Systems, Inc.
-0.36%
-$2,604.86 
WELL Welltower Inc.
-0.32%
-$1,388.24 
AXON Axon Enterprise, Inc.
-0.31%
-$1,701.36 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.3%
-$10,796.32 
BDX Becton, Dickinson and Company
-0.28%
-$533.41 
XLP Consumer Staples Select Sector SPDR Fund
-0.27%
-$580.52 
MSI Motorola Solutions, Inc.
-0.27%
-$6,562.6 
DNP DNP Select Income Fund Inc.
-0.14%
-$232.65 
NTAP NetApp, Inc.
-0.12%
-$9,630.15 
AEP American Electric Power Company, Inc.
-0.1%
-$420.94 
WMT Walmart Inc.
-0.09%
-$1,939.63 
IYR iShares U.S. Real Estate ETF
-0.09%
-$335.7 
ABBV AbbVie Inc.
-0.08%
-$7,542.43 
EA Electronic Arts Inc.
-0.07%
-$762.45 
JNJ Johnson & Johnson
-0.05%
-$4,243.29 
VZ Verizon Communications Inc.
-0.04%
-$310.76 
KMB Kimberly-Clark Corporation
-0.04%
-$227.08 
GIS General Mills, Inc.
-0.03%
-$149.79 
EVRG Evergy Inc.
-0.02%
-$1,164.22 
HPQ HP Inc.
-0.02%
-$1,240.04 
FUTY Fidelity MSCI Utilities Index ETF
-0.02%
-$406.67 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$726.14 Events
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Dividends
Dividend Analysis
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| Trades 3730 | Longs Won 2356/3730 63% | Profit Factor 4.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $335,162.94 |
| Average Win $121,798.53 | Best Trade (Jun 11) $10.31M | Sharpe Ratio -2.65 |
| Average Loss -$44,010.37 | Worst Trade (Sep 30) -$2.11M | Z-Score -1.66 (91.35%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 2d | Expectancy $60,720.4 |
| 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 | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
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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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