Kevin Zemann Portfolio
Invests via WealthPlan Investment Management LLC | Managed by Kevin Zemann
Invests via WealthPlan Investment Management LLC
Managed by Kevin Zemann
Automatically Tracked
Kevin Zemann Profile
Kevin Zemann has established himself as a prominent figure within the fintech space, leveraging his expertise to innovate in digital financial services. His career encompasses key leadership roles where he has driven product development and market expansion for technology-driven platforms. With a strong background in both entrepreneurship and operational execution, he effectively bridges the gap between technical innovation and consumer needs. Zemann's initiatives have consistently aimed at enhancing user experience while capturing emerging trends in the capital markets sector, positioning him as a forward-thinking operator capable of navigating complex market dynamics.
Kevin Zemann has established himself as a prominent figure within the fintech space, leveraging his expertise to innovate in digital financial services. His career encompasses key leadership roles where he has driven product development and market expansion for technology-driven platforms. With a strong background in both entrepreneurship and operational execution, he effectively bridges the gap between technical innovation and consumer needs. Zemann's initiatives have consistently aimed at enhancing user experience while capturing emerging trends in the capital markets sector, positioning him as a forward-thinking operator capable of navigating complex market dynamics.
Investment Philosophy & Strategy
Kevin Zemann navigates the fintech landscape with a focus on innovation-driven growth. His entrepreneurial mindset fuels a distinctive approach to identifying opportunities in digital financial services, ensuring alignment with evolving consumer demands. Capitalizing on his operational expertise, he emphasizes strategic development and market entry for technology-enhanced platforms. This forward-thinking operator is adept at integrating cutting-edge solutions while addressing complex capital market dynamics, positioning himself as an influential figure keen on maximizing competitive advantages through comprehensive market insights.
Kevin Zemann navigates the fintech landscape with a focus on innovation-driven growth. His entrepreneurial mindset fuels a distinctive approach to identifying opportunities in digital financial services, ensuring alignment with evolving consumer demands. Capitalizing on his operational expertise, he emphasizes strategic development and market entry for technology-enhanced platforms. This forward-thinking operator is adept at integrating cutting-edge solutions while addressing complex capital market dynamics, positioning himself as an influential figure keen on maximizing competitive advantages through comprehensive market insights.
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:
58.14%
Gain -0.63%
Monthly
0.65%
Yearly
8.15%
Drawdown
16.4%
$2.05B
Equity
Holdings
$2.05B
Investment
$1.75B
$346.51M
Profit -$8.54M
Realized
$46.26M
Unrealized
$300.25M
Dividends
$106.52M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$8.54M
Win %
66%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$7.05M
Win %
66%
This Month
Compared to last month
Gain
-0.35%
Profit
-$7.19M
Win %
66%
This Year
Compared to last year
Gain
-0.37%
Profit
-$7.45M
Win %
68%
ZLAB Zai Lab Limited ADR
+5.67%
+$45,978.75 
CRWD CrowdStrike Holdings, Inc.
+4.5%
+$223,860.42 
PANW Palo Alto Networks, Inc.
+4.37%
+$152,142.46 
HAL Halliburton Company
+3.84%
+$105,452.7 
MSM MSC Industrial Direct Co., Inc. Class A
+3.32%
+$121,739.74 
USO United States Oil Fund, LP
+3.2%
+$27,300 
MU Micron Technology Inc.
+3.04%
+$259,735.51 
LNG Cheniere Energy Inc.
+2.52%
+$44,052.33 
SPCX Space Exploration Technologies Corp. Class A
+2.5%
+$166,306.42 
ZS Zscaler Inc.
+2.41%
+$5,513.45 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+2.2%
+$10,073.4 
GLL ProShares UltraShort Gold
+2.1%
+$7,000 
MRVL Marvell Technology Inc.
+2.08%
+$56,441.92 
AMD Advanced Micro Devices Inc.
+2.04%
+$174,862.63 
XLE State Street Energy Select Sector SPDR ETF
+2.04%
+$21,195.42 
ISRG Intuitive Surgical Inc.
+2%
+$45,406.48 
XOM ExxonMobil Holdings Corporation
+2%
+$366,790.36 
SNDK Sandisk Corp.
+1.99%
+$7,475.33 
KRC Kilroy Realty Corporation
+1.95%
+$4,671.8 
CVX Chevron Corporation
+1.9%
+$258,998.2 
ANET Arista Networks Inc.
+1.81%
+$83,846.46 
STLD Steel Dynamics, Inc.
+1.78%
+$6,117.37 
SNPS Synopsys Inc.
+1.64%
+$4,996.52 
IMAX IMAX Corporation
+1.61%
+$4,247.88 
INTC Intel Corporation
+1.6%
+$139,026.23 
NUE Nucor Corporation
+1.49%
+$101,929.01 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.41%
+$34,703.07 
ARM Arm Holdings plc ADR
+1.39%
+$16,226.1 
CIBR First Trust Nasdaq Cybersecurity ETF
+1.33%
+$20,095.22 
CDNS Cadence Design Systems, Inc.
+1.28%
+$3,168.01 
GLW Corning Incorporated
+1.13%
+$2,004.8 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
+1.06%
+$2,328.15 
AMAT Applied Materials Inc.
+1.06%
+$90,529.34 
FFIV F5, Inc.
+1.05%
+$2,414.08 
TXG 10x Genomics Inc. Class A Common Stock
+1.02%
+$2,083.77 
SNOW Snowflake Inc. Common Stock
+0.98%
+$2,196.04 
CHAT Roundhill Generative AI & Technology ETF
+0.97%
+$14,516.58 
TBT ProShares UltraShort 20+ Year Treasury
+0.84%
+$11,200 
TXN Texas Instruments Inc.
+0.81%
+$35,417.25 
NTAP NetApp, Inc.
+0.8%
+$1,621.81 
DELL Dell Technologies Inc. Class C Common Stock
+0.75%
+$39,119.41 
QCOM QUALCOMM Incorporated
+0.71%
+$19,231.28 
CSCO Cisco Systems, Inc.
+0.7%
+$21,239.35 
STX Seagate Technology Holdings plc
+0.53%
+$845.68 
LMT Lockheed Martin Corporation
+0.53%
+$20,410.6 
SKYY First Trust Cloud Computing ETF
+0.49%
+$6,396.53 
ETH Ethan Allen Interiors Inc
+0.46%
+$881.68 
XLK State Street Technology Select Sector SPDR ETF
+0.46%
+$10,284.53 
APH Amphenol Corp. Class A Common Stock
+0.44%
+$1,100.8 
FTEC Fidelity MSCI Information Technology Index ETF
+0.4%
+$4,792.56 
VGT Vanguard Information Technology ETF
+0.37%
+$2,075.04 
MSFT Microsoft Corporation Common Stock
+0.37%
+$184,987.58 
ORCL Oracle Corporation
+0.35%
+$20,013.4 
TRUT VanEck Technology TruSector ETF
+0.35%
+$16,022.82 
MPC Marathon Petroleum Corp.
+0.33%
+$2,308.77 
IGM iShares Expanded Tech Sector ETF
+0.32%
+$1,584.18 
MBSF Regan Floating Rate MBS ETF
+0.31%
+$3,843.84 
IYW iShares U.S. Technology ETF
+0.29%
+$3,812.4 
MTCH Match Group Inc.
+0.28%
+$684.45 
NVDA NVIDIA Corporation
+0.26%
+$149,102.18 
STXE Strive Emerging Markets Ex-China ETF
+0.26%
+$3,413.89 
AVGO Broadcom Inc.
+0.22%
+$25,536.93 
DOV Dover Corporation
+0.21%
+$2,148.76 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.2%
+$709.06 
PSX Phillips 66
+0.2%
+$680.4 
IRM Iron Mountain Inc.
+0.16%
+$396.54 
GMUB Goldman Sachs Municipal Income ETF
+0.15%
+$1,836.53 
STXT Strive Total Return Bond ETF
+0.13%
+$289.2 
SPMO Invesco S&P 500 Momentum ETF
+0.12%
+$438.88 
FBTC Fidelity Wise Origin Bitcoin Fund
+0.1%
+$1,855.49 
IREN IREN Ltd.
+0.1%
+$279.75 
BITW Bitwise 10 Crypto Index Fund
+0.1%
+$907.99 
QQQI NEOS Nasdaq-100 High Income ETF
+0.1%
+$197.8 
QQQ Invesco QQQ Trust, Series 1
+0.09%
+$3,150.18 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$587.1 
NJAN Innovator Growth-100 Power Buffer ETF - January
+0.08%
+$171.7 
ASTS AST SpaceMobile Inc.
+0.08%
+$1,479.21 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$20,086.5 
LRCX Lam Research Corp.
+0.07%
+$1,322.17 
QTUM Defiance Quantum ETF
+0.07%
+$246.8 
GBTC Grayscale Bitcoin Trust ETF
+0.07%
+$1,529.55 
VLY Valley National Bancorp Common Stock
+0.07%
+$121.16 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.07%
+$4,772.16 
ALB Albemarle Corporation
+0.07%
+$706.08 
PAAA PGIM AAA CLO ETF
+0.05%
+$10,048.08 
EMKT Lazard Emerging Markets Opportunities ETF
+0.05%
+$94.93 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$2,726.16 
CLOI VanEck CLO ETF
+0.04%
+$3,311.86 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$9,334.53 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$197.96 
EJAN Innovator Emerging Markets Power Buffer ETF - January
+0.03%
+$97.46 
SPOT Spotify Technology S.A.
+0.03%
+$146.23 
BOXX Alpha Architect 1-3 Month Box ETF
+0.03%
+$2,982.33 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.02%
+$106.79 
IBIT iShares Bitcoin Trust ETF
+0.02%
+$177.37 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
+0.02%
+$48.34 
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF
+0.02%
+$83.2 
SGVT Schwab Government Money Market ETF
+0.02%
+$118.04 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$92.34 
JMUB JPMorgan Municipal ETF
+0.01%
+$310.75 
MUB iShares National Muni Bond ETF
+0.01%
+$23.76 
CIEN Ciena Corp.
+0.01%
+$13.54 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.01%
+$10.22 
CATX Perspective Therapeutics Inc.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
GAUG FT Vest U.S. Equity Moderate Buffer ETF - August
0%
$0 
HYTR Counterpoint High Yield Trend ETF
0%
$0 
ILDR First Trust Innovation Leaders ETF
0%
+$0.51 
PULS PGIM Ultra Short Bond ETF
0%
+$1.4 
SDD ProShares UltraShort SmallCap600
0%
$0 
SEMI Columbia Select Technology ETF
0%
$0 
UMAR Innovator U.S. Equity Ultra Buffer ETF - March
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
BFLB BufferLABS US Equity Dynamic Buffer ETF
0%
$0 
ACEI Innovator Equity Autocallable Income Strategy ETF
0%
$0 MRCP
MRCP
0%
$0 SKHY
SKHY
0%
$0 
AXSM Axsome Therapeutics Inc.
-6.05%
-$16,131.15 
ACN Accenture plc
-5.72%
-$18,328.58 
T AT&T Inc.
-5.08%
-$114,305.73 
UAL United Airlines Holdings, Inc.
-4.89%
-$20,424.07 
MHK Mohawk Industries Inc.
-4.83%
-$10,897.44 
HELP Helus Pharma Inc.
-4.57%
-$49,680 
HIMS Hims & Hers Health, Inc. Class A Common Stock
-4.57%
-$51,447.06 
URI United Rentals Inc.
-4.52%
-$11,338.42 
DAL Delta Air Lines, Inc.
-4.48%
-$10,415.7 
TMUS T-Mobile US Inc.
-4.04%
-$107,226.48 
F Ford Motor Co.
-3.73%
-$16,375.56 
HNRG Hallador Energy Co.
-3.73%
-$4,415.33 
GGG Graco Inc.
-3.64%
-$62,979.84 
GPC Genuine Parts Company
-3.57%
-$74,359.29 
AXP American Express Company
-3.54%
-$15,066.6 
CVNA Carvana Co. Class A Common Stock
-3.46%
-$27,013.21 
EXPE Expedia Group Inc.
-3.36%
-$8,210.48 
RPM RPM International Inc.
-3.21%
-$47,182.83 
GM General Motors Co.
-3.06%
-$12,262.52 
OSCR Oscar Health, Inc. Class A Common Stock
-2.96%
-$26,828.44 
VZ Verizon Communications Inc.
-2.94%
-$147,145.88 
CAT Caterpillar Inc.
-2.88%
-$260,353.74 
BKE The Buckle, Inc.
-2.86%
-$13,451.76 
INTU Intuit Inc.
-2.84%
-$10,251.25 
HD The Home Depot, Inc.
-2.82%
-$183,000.96 
TGT Target Corp.
-2.82%
-$7,871.98 
CL Colgate-Palmolive Co.
-2.77%
-$7,775.07 
LOW Lowe's Companies, Inc.
-2.76%
-$29,361.84 
MAS Masco Corporation
-2.72%
-$6,777.65 
GE General Electric Company
-2.68%
-$78,904.72 
UNP Union Pacific Corp.
-2.68%
-$96,901.09 
ROST Ross Stores Inc.
-2.67%
-$7,166.88 
CRM Salesforce, Inc.
-2.62%
-$11,661.33 
FDX FedEx Corp.
-2.57%
-$10,486.63 
SHW The Sherwin-Williams Company
-2.5%
-$42,687.75 
ADBE Adobe Inc.
-2.49%
-$36,429.44 
MRK Merck & Co., Inc.
-2.47%
-$126,974.47 
PCAR PACCAR Inc.
-2.44%
-$6,266.18 
BMY Bristol-Myers Squibb Company
-2.4%
-$16,246.09 
MMM 3M Company
-2.38%
-$5,099.6 
FIVE Five Below, Inc.
-2.31%
-$5,126.64 
PEP PepsiCo, Inc.
-2.28%
-$43,528.25 
DCTH Delcath Systems, Inc.
-2.24%
-$5,756.19 
BX Blackstone Inc.
-2.23%
-$42,007.8 
SLV iShares Silver Trust
-2.21%
-$4,741.5 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.17%
-$7,250.46 
LLY Eli Lilly and Company
-2.17%
-$319,477.86 
NKE Nike, Inc. Class B Common Stock
-2.14%
-$10,964.22 
AOS A. O. Smith Corporation
-2.14%
-$9,713.46 
RR Richtech Robotics Inc. Class B Common Stock
-2.14%
-$368.32 
CHRW C.H. Robinson Worldwide Inc.
-2.12%
-$6,203.08 
SYF Synchrony Financial
-2.09%
-$4,593.81 
MCD McDonald's Corporation
-2.07%
-$71,556.86 
RTX RTX Corporation
-2.06%
-$5,861.17 
ALL The Allstate Corporation
-2.06%
-$8,209.94 
CRWV CoreWeave Inc. Class A Common Stock
-2.06%
-$3,336.53 
CCK Crown Holdings Inc.
-2.03%
-$4,721.42 
KO The Coca-Cola Company
-2.01%
-$170,645.65 
ITW Illinois Tool Works Inc.
-2%
-$5,786.45 
QUBT Quantum Computing Inc.
-1.97%
-$2,736.11 
UBER Uber Technologies Inc.
-1.96%
-$33,385.5 
XAR State Street SPDR S&P Aerospace & Defense ETF
-1.95%
-$4,833.68 
RGTI Rigetti Computing, Inc.
-1.92%
-$18,929.46 
XLI State Street Industrial Select Sector SPDR ETF
-1.89%
-$6,460.65 
BRO Brown & Brown Inc.
-1.88%
-$18,569.6 
MA Mastercard Inc. Class A Common Stock
-1.88%
-$174,795.18 
PFE Pfizer Inc.
-1.87%
-$37,512.84 
SNA Snap-on Incorporated
-1.87%
-$4,402.12 
ANGX Angel Studios, Inc. Class A Common Stock
-1.87%
-$652.73 
IBRX ImmunityBio Inc.
-1.86%
-$2,115.75 
BBY Best Buy Co., Inc.
-1.86%
-$5,607.66 
C Citigroup Inc.
-1.81%
-$8,451.54 
MS Morgan Stanley Common Stock
-1.8%
-$4,319.55 
MNST Monster Beverage Corporation
-1.78%
-$9,440.76 
AZN AstraZeneca PLC American Depositary Shares
-1.7%
-$125,223.85 
LECO Lincoln Electric Holdings, Inc.
-1.69%
-$45,079.73 
PG The Procter & Gamble Company
-1.68%
-$97,414.67 
BA The Boeing Company
-1.6%
-$10,077 
JNJ Johnson & Johnson
-1.58%
-$226,431.9 
CASY Casey's General Stores, Inc.
-1.57%
-$181,158.12 
JPM JPMorgan Chase & Co.
-1.57%
-$142,454.68 
USB U.S. Bancorp
-1.57%
-$5,599.58 
BSX Boston Scientific Corp.
-1.55%
-$3,321.18 
V Visa Inc. Class A
-1.53%
-$157,702.25 
AMP Ameriprise Financial Inc.
-1.53%
-$6,435.42 
A AgileThought, Inc. Class A Common Stock
-1.48%
-$3,671.34 
ESS Essex Property Trust Inc.
-1.47%
-$3,806.41 
KKR Korro Bio, Inc.
-1.47%
-$5,096.39 
AMGN Amgen Inc. Common Stock
-1.46%
-$67,175.56 
GS The Goldman Sachs Group, Inc.
-1.45%
-$6,115.89 
PPA Invesco Aerospace & Defense ETF
-1.45%
-$16,956.88 
ABNB Airbnb Inc. Class A Common Stock
-1.45%
-$4,025.88 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.43%
-$8,538.96 
ADT ADT Inc.
-1.43%
-$1,641.5 
VOYG Voyager Technologies Inc. Class A Common Stock
-1.43%
-$12,221.3 
VRT Vertiv Holdings Co Class A Common Stock
-1.41%
-$20,735.88 
TJX The TJX Companies, Inc.
-1.37%
-$8,096.16 
NOW ServiceNow Inc.
-1.37%
-$22,654.55 
MKL Markel Group Inc.
-1.36%
-$11,801.73 
DJD Invesco Dow Jones Industrial Average Dividend ETF
-1.34%
-$6,032.39 
TOL Toll Brothers, Inc.
-1.33%
-$3,175.32 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.33%
-$14,451.07 
DE Deere & Company
-1.33%
-$10,914 
WFC Wells Fargo & Company
-1.32%
-$12,732.52 
RY Royal Bank of Canada
-1.32%
-$3,561.74 
TDV ProShares S&P Technology Dividend Aristocrats ETF
-1.31%
-$39,280.72 
PEG Public Service Enterprise Group Inc.
-1.31%
-$5,361.8 
MOAT VanEck Morningstar Wide Moat ETF
-1.3%
-$54,692.82 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-1.3%
-$8,285.96 
MRNA Moderna Inc.
-1.3%
-$3,129.7 
RDVY First Trust Rising Dividend Achievers ETF
-1.29%
-$4,704.01 
PNC The PNC Financial Services Group, Inc.
-1.29%
-$36,328.44 
TTC The Toro Company
-1.28%
-$2,957.85 
MO Altria Group, Inc.
-1.25%
-$8,107.3 
TRV The Travelers Companies, Inc.
-1.24%
-$6,884.64 
WDAY Workday Inc Class A Common Stock
-1.22%
-$2,757.02 
SPGI S&P Global Inc.
-1.2%
-$11,907.76 
BAC Bank of America Corporation
-1.19%
-$27,612.35 
IAUI NEOS Gold High Income ETF
-1.18%
-$2,497.55 
SCHW The Charles Schwab Corporation
-1.18%
-$30,014.41 
COWZ Pacer US Cash Cows 100 ETF
-1.16%
-$65,240.49 
SPLV Invesco S&P 500 Low Volatility ETF
-1.16%
-$17,485.6 
JIRE JPMorgan International Research Enhanced Equity ETF
-1.15%
-$372,114.04 
ETN Eaton Corporation plc
-1.14%
-$4,633.55 
IWO iShares Russell 2000 Growth ETF
-1.14%
-$10,069.43 
DHR Danaher Corp.
-1.13%
-$3,620.82 
CEG Constellation Energy Corporation
-1.12%
-$5,369.79 
VLTO Veralto Corporation
-1.12%
-$7,552 
RSP Invesco S&P 500 Equal Weight ETF
-1.12%
-$84,172.13 
GD General Dynamics Corp.
-1.12%
-$3,210.49 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
-1.11%
-$5,042.88 
MDT Medtronic plc
-1.11%
-$5,667.4 
TSN Tyson Foods, Inc. Class A Common Stock
-1.11%
-$14,629.13 
RPV Invesco S&P 500 Pure Value ETF
-1.11%
-$6,986.38 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-1.11%
-$2,354.7 
SGOL abrdn Physical Gold Shares ETF
-1.11%
-$3,592.1 
FLEX Flex Ltd.
-1.11%
-$1,965.2 
SCHA Schwab U.S. Small-Cap ETF
-1.1%
-$9,416.52 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-1.1%
-$3,149.27 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-1.09%
-$40,788.93 
IAU iShares Gold Trust
-1.09%
-$2,862.75 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-1.09%
-$11,431.36 
DIS The Walt Disney Company
-1.09%
-$2,798.25 
AVDV Avantis International Small Cap Value ETF
-1.08%
-$3,242.64 
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF
-1.07%
-$4,900.5 
BLOK Amplify Blockchain Technology ETF
-1.07%
-$10,317.04 
IEV iShares Europe ETF
-1.07%
-$8,805.36 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-1.07%
-$190,485.59 
DGRO iShares Core Dividend Growth ETF
-1.06%
-$202,322.07 
AVIV Avantis International Large Cap Value ETF
-1.06%
-$12,612.47 
VBK Vanguard Small-Cap Growth ETF
-1.06%
-$4,359.02 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
-1.06%
-$4,781.88 
EFG iShares MSCI EAFE Growth ETF
-1.05%
-$17,150 
STXK Strive Small-Cap ETF
-1.05%
-$35,779.97 
DON WisdomTree U.S. MidCap Dividend Fund
-1.05%
-$26,203.2 
IVLU iShares MSCI Intl Value Factor ETF
-1.05%
-$27,993.62 
APD Air Products and Chemicals Inc.
-1.05%
-$13,773.24 
FIW First Trust Water ETF
-1.05%
-$4,530.96 
CINF Cincinnati Financial Corporation
-1.04%
-$3,818.58 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.04%
-$4,769.73 
IJH iShares Core S&P Mid-Cap ETF
-1.04%
-$5,970.54 
GLD SPDR Gold Shares
-1.03%
-$17,869.96 
XYL Xylem Inc.
-1.03%
-$4,037.62 
TSLA Tesla, Inc.
-1.02%
-$68,509.26 
VIG Vanguard Dividend Appreciation ETF
-1.02%
-$35,777.5 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-1.02%
-$12,018.39 
AGOX Adaptive Alpha Opportunities ETF
-1.01%
-$39,379.58 
IWM iShares Russell 2000 ETF
-1%
-$10,769.76 
WMT Walmart Inc.
-0.99%
-$153,574.84 
IJS iShares S&P Small-Cap 600 Value ETF
-0.99%
-$2,327.87 
BBIN JPMorgan BetaBuilders International Equity ETF
-0.99%
-$6,551.16 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.99%
-$3,811.87 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.99%
-$14,859.74 
TMO Thermo Fisher Scientific Inc.
-0.98%
-$25,406.08 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.98%
-$2,087.67 
QDF FlexShares Quality Dividend Index Fund
-0.98%
-$8,859.95 
RWL Invesco S&P 500 Revenue ETF
-0.96%
-$9,053.41 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.96%
-$4,478.76 
LW Lamb Weston Holdings, Inc.
-0.96%
-$3,122.76 
COST Costco Wholesale Corp
-0.95%
-$106,538.3 
VYM Vanguard High Dividend Yield ETF
-0.95%
-$2,611.05 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.95%
-$4,009.8 
FVAL Fidelity Value Factor ETF
-0.95%
-$2,419.37 
IEFA iShares Core MSCI EAFE ETF
-0.95%
-$226,394.35 
EFA iShares MSCI EAFE ETF
-0.94%
-$2,085.53 
NVS Novartis AG Sponsored ADR
-0.94%
-$14,071.5 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.94%
-$2,204.57 
IWS iShares Russell Mid-Cap Value ETF
-0.93%
-$4,964.36 
SPHQ Invesco S&P 500 Quality ETF
-0.93%
-$13,625.82 
IWP iShares Russell Mid-Cap Growth ETF
-0.92%
-$8,523.55 
IJR iShares Core S&P Small-Cap ETF
-0.92%
-$3,743.93 
PRF Invesco RAFI US 1000 ETF
-0.91%
-$11,221.33 
NTSI WisdomTree International Efficient Core Fund
-0.91%
-$5,557.2 
SCHD Schwab U.S. Dividend Equity ETF
-0.9%
-$120,646.08 
STZ Constellation Brands Inc. Class A
-0.9%
-$5,968.78 
BNY Bank of New York Mellon Corp.
-0.9%
-$1,857.58 
IBM International Business Machines Corporation
-0.88%
-$65,265.93 
EW Edwards Lifesciences Corporation
-0.88%
-$6,464.57 
IGRO iShares International Dividend Growth ETF
-0.87%
-$52,938.41 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.87%
-$15,234.24 
HYIN WisdomTree Private Credit and Alternative Income Fund
-0.87%
-$52,451.77 
IVE iShares S&P 500 Value ETF
-0.87%
-$226,012.8 
EFV iShares MSCI EAFE Value ETF
-0.87%
-$8,877.6 
CAG Conagra Brands Inc.
-0.86%
-$2,990.26 
CVS CVS Health Corporation Common Stock
-0.86%
-$1,903.84 
ZBH Zimmer Biomet Holdings Inc.
-0.86%
-$2,092.7 
VTV Vanguard Morningstar Value ETF
-0.86%
-$8,320.66 
STXV Strive 1000 Value ETF
-0.85%
-$65,301.76 
DTH WisdomTree International High Dividend Fund
-0.85%
-$16,678.67 
IWD iShares Russell 1000 Value ETF
-0.84%
-$6,401.33 
BBJP JPMorgan BetaBuilders Japan ETF
-0.84%
-$68,928.57 
ADP Automatic Data Processing Inc.
-0.84%
-$6,071.85 
JAVA JPMorgan Active Value ETF
-0.83%
-$238,382.58 
AVUV Avantis U.S. Small Cap Value ETF
-0.83%
-$7,649.74 
VMI Valmont Industries, Inc.
-0.82%
-$37,277.37 
JEPI JPMorgan Equity Premium Income ETF
-0.82%
-$2,794.15 
QUAL iShares MSCI USA Quality Factor ETF
-0.81%
-$15,101.16 
IWN iShares Russell 2000 Value ETF
-0.81%
-$22,964.02 
VEA Vanguard FTSE Developed Markets ETF
-0.81%
-$5,933.76 
JVAL JPMorgan U.S. Value Factor ETF
-0.81%
-$8,956.6 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.8%
-$2,474.8 
ATO Atmos Energy Corporation
-0.8%
-$3,312.37 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.8%
-$4,756.45 
NIHI NEOS MSCI EAFE High Income ETF
-0.8%
-$1,749.2 
META Meta Platforms Inc Class A
-0.79%
-$200,426.92 
ROKU Roku, Inc. Class A Common Stock
-0.79%
-$2,462.53 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.78%
-$35,083.22 
ARCC Ares Capital Corp.
-0.78%
-$1,763.09 
SUSL iShares ESG MSCI USA Leaders ETF
-0.78%
-$6,104.54 
ABBV AbbVie Inc.
-0.78%
-$98,393.62 
WPC W. P. Carey Inc.
-0.78%
-$5,659.5 
ED Consolidated Edison Inc.
-0.77%
-$2,146.5 
IOCT Innovator International Developed Power Buffer ETF - October
-0.77%
-$3,138.38 
AMZN Amazon.com Inc
-0.77%
-$172,335.36 
AEP American Electric Power Company, Inc.
-0.76%
-$5,363.05 
NNN NNN REIT, Inc.
-0.76%
-$1,954.56 
ICOW Pacer Developed Markets International Cash Cows 100 ETF
-0.76%
-$19,955.65 
PCTY Paylocity Holding Corporation
-0.75%
-$1,889.93 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.75%
-$6,558.71 
JHID John Hancock International High Dividend ETF
-0.75%
-$4,025.97 
GILD Gilead Sciences Inc.
-0.74%
-$23,167.17 
DUK Duke Energy Corporation
-0.73%
-$5,082.08 
EPR EPR Properties
-0.73%
-$1,718.31 
SCHF Schwab International Equity ETF
-0.72%
-$204,465.49 
USMV iShares MSCI USA Min Vol Factor ETF
-0.72%
-$6,735.75 
UMBF UMB Financial Corporation
-0.72%
-$3,878.14 
TILT FlexShares Morningstar U.S. Market Factor Tilt ETF
-0.72%
-$7,880.66 
VXUS Vanguard Total International Stock ETF
-0.71%
-$10,388.14 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.71%
-$5,721.15 
FSCO FS Credit Opportunities Corp.
-0.7%
-$570.03 
EPS WisdomTree U.S. LargeCap Fund
-0.68%
-$307,516.25 
FEX First Trust Large Cap Core AlphaDEX Fund
-0.68%
-$4,899.92 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.68%
-$2,636.15 
JGLO JPMorgan Global Select Equity ETF
-0.68%
-$12,612.91 
IJAN Innovator International Developed Power Buffer ETF - January
-0.67%
-$2,667.46 
UNH UnitedHealth Group Inc.
-0.67%
-$59,568.88 
DOW Dow Inc.
-0.66%
-$2,519.16 
IMFL Invesco International Developed Dynamic Multifactor ETF
-0.66%
-$3,091.66 
RPG Invesco S&P 500 Pure Growth ETF
-0.66%
-$1,631.35 
BBUS JPMorgan BetaBuilders U.S. Equity ETF
-0.66%
-$2,721.34 
SBUX Starbucks Corp.
-0.65%
-$4,332.48 
SHOP Shopify Inc.
-0.64%
-$2,738.88 
HDV iShares Core High Dividend ETF
-0.64%
-$4,487.15 
GEV GE Vernova Inc.
-0.63%
-$27,490.76 
LAMR Lamar Advertising Company Class A
-0.62%
-$1,398.45 
VLUE iShares MSCI USA Value Factor ETF
-0.61%
-$2,257.43 
ROK Rockwell Automation Inc.
-0.61%
-$1,504.14 
STXF Strive 500 ETF
-0.61%
-$26,077.5 
QLC FlexShares US Quality Large Cap Index Fund
-0.6%
-$6,824.28 
CFR Cullen/Frost Bankers, Inc.
-0.6%
-$16,603.93 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.59%
-$3,738.15 
O Realty Income Corp.
-0.59%
-$10,317.03 
VTI Vanguard Total Stock Market ETF
-0.58%
-$331,902.14 
SPY State Street SPDR S&P 500 ETF Trust
-0.57%
-$45,484.79 
CMCSA Comcast Corp. Class A Common Stock
-0.57%
-$1,510.99 
IWB iShares Russell 1000 ETF
-0.57%
-$8,062.74 
IVV iShares Core S&P 500 ETF
-0.56%
-$659,479.97 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.56%
-$9,090 
VOO Vanguard S&P 500 ETF
-0.56%
-$31,617.22 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.55%
-$12,487.86 
OEF iShares S&P 100 ETF
-0.55%
-$7,421.59 
ESGU iShares ESG Aware MSCI USA ETF
-0.54%
-$20,277.9 
TDIV First Trust NASDAQ Technology Dividend Index Fund
-0.54%
-$16,890.62 
SCHX Schwab U.S. Large-Cap ETF
-0.53%
-$39,792.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.52%
-$5,372.19 
NTSX WisdomTree U.S. Efficient Core Fund
-0.52%
-$3,597.55 
VV Vanguard Morningstar Large-Cap ETF
-0.52%
-$6,086.58 
CMC Commercial Metals Company
-0.52%
-$1,603.8 
NFLX Netflix Inc.
-0.52%
-$18,547.36 
GRMN Garmin Ltd.
-0.5%
-$1,254.03 
PFFD Global X U.S. Preferred ETF
-0.49%
-$922.08 
IJUL Innovator International Developed Power Buffer ETF - July
-0.49%
-$1,969.85 
EMR Emerson Electric Co.
-0.49%
-$17,487.6 
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF
-0.48%
-$162,709.8 
BDEC Innovator U.S. Equity Buffer ETF - December
-0.47%
-$6,417.58 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.47%
-$48,705.96 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.47%
-$12,866.28 
SCHE Schwab Emerging Markets Equity ETF
-0.46%
-$2,444.96 
IAPR Innovator International Developed Power Buffer ETF - April
-0.45%
-$1,804.95 
SPEM SPDR Portfolio Emerging Markets ETF
-0.43%
-$2,283.51 
NDSN Nordson Corporation
-0.43%
-$903.7 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.42%
-$66,391.15 
STXG Strive 1000 Growth ETF
-0.41%
-$33,172.21 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.41%
-$57,861.34 
ABT Abbott Laboratories
-0.41%
-$1,443.96 
DECT AllianzIM U.S. Equity Buffer10 Dec ETF
-0.41%
-$5,456.12 
HEQT Simplify Hedged Equity ETF
-0.39%
-$33,619.18 
VLO Valero Energy Corporation
-0.37%
-$3,923.43 
BUFR FT Vest Laddered Buffer ETF
-0.36%
-$35,904.6 
IQDF FlexShares International Quality Dividend Index Fund
-0.36%
-$3,353.16 
MAGS Roundhill Magnificent Seven Fund
-0.35%
-$983.25 
GOOGL Alphabet Inc
-0.35%
-$108,516.81 
RAAX VanEck Real Assets ETF
-0.35%
-$9,575.16 
KLAC KLA Corporation
-0.35%
-$5,846.36 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.34%
-$4,005.21 
XLG Invesco S&P 500 Top 50 ETF
-0.34%
-$7,955 
AAPL Apple Inc.
-0.34%
-$408,030.5 
CNC Centene Corp.
-0.33%
-$796.88 
LYV Live Nation Entertainment, Inc.
-0.33%
-$1,623.36 
REET iShares Global REIT ETF
-0.33%
-$2,038.64 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.32%
-$1,072.12 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.31%
-$1,766.28 
GXPC Global X PureCap MSCI Communication Services ETF
-0.31%
-$13,977.9 
BRK-A Berkshire Hathaway Inc.
-0.31%
-$22,634.46 
VUG Vanguard Morningstar Growth ETF
-0.3%
-$3,978.71 
WTPI WisdomTree Equity Premium Income Fund
-0.3%
-$27,913.6 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.3%
-$22,903.12 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.29%
-$1,050.22 
SPHY SPDR Portfolio High Yield Bond ETF
-0.29%
-$1,424.15 
AGGH Simplify Aggregate Bond ETF
-0.29%
-$39,488.79 
WST West Pharmaceutical Services Inc.
-0.28%
-$816.2 
HIGH Simplify Enhanced Income ETF
-0.28%
-$2,768.43 
SFLR Innovator Equity Managed Floor ETF
-0.27%
-$1,334.55 
GOOG Alphabet Inc
-0.27%
-$63,226.51 
ILCG iShares Morningstar Growth ETF
-0.25%
-$573.44 
IVW iShares S&P 500 Growth ETF
-0.25%
-$10,359.46 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.24%
-$713.84 
ACII Innovator Index Autocallable Income Strategy ETF
-0.24%
-$3,224.22 
INOD Innodata Inc.
-0.23%
-$1,172.64 
DNL WisdomTree Global ex-U.S. Quality Growth Fund
-0.23%
-$787.45 
PJUL Innovator U.S. Equity Power Buffer ETF - July
-0.23%
-$3,235.3 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.23%
-$584.4 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.22%
-$470.82 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.22%
-$635.64 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.22%
-$10,863.94 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.21%
-$48,330.81 
ROP Roper Technologies Inc.
-0.21%
-$819.73 
DFEB FT Vest U.S. Equity Deep Buffer ETF - February
-0.21%
-$974.49 
AVEM Avantis Emerging Markets Equity ETF
-0.21%
-$40,203.18 
BND Vanguard Total Bond Market ETF
-0.2%
-$1,842.66 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.2%
-$427.07 
FLBL Franklin Senior Loan ETF
-0.2%
-$3,402.59 
TOPT iShares Top 20 U.S. Stocks ETF
-0.19%
-$861.12 
UDEC Innovator U.S. Equity Ultra Buffer ETF - December
-0.19%
-$3,156.08 
BIV Vanguard Intermediate-Term Bond ETF
-0.18%
-$7,297.02 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
-0.18%
-$47,571.79 
UHS Universal Health Services Inc. Class B Common Stock
-0.18%
-$441.32 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.18%
-$10,770.17 
IWF iShares Russell 1000 Growth ETF
-0.17%
-$3,124.11 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.17%
-$518.08 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$54,955.87 
JCPB JPMorgan Core Plus Bond ETF
-0.17%
-$53,066.55 
JFLX JPMorgan Flexible Debt ETF
-0.16%
-$29,052.41 
MTBA Simplify MBS ETF
-0.16%
-$22,441.05 
FLRT Pacer Aristotle Pacific Floating Rate High Income ETF
-0.15%
-$3,787.63 
SQQQ ProShares UltraPro Short QQQ
-0.15%
-$2,400 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.15%
-$3,274.35 
TEAM Atlassian Corporation Class A Common Stock
-0.15%
-$445.9 
PM Philip Morris International Inc.
-0.14%
-$1,709.46 
HYD VanEck High Yield Muni ETF
-0.13%
-$343.98 
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF
-0.13%
-$392.63 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.13%
-$557.4 
WM Waste Management Inc.
-0.12%
-$444.3 
HYGW iShares High Yield Corporate Bond BuyWrite Strategy ETF
-0.12%
-$556.15 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
-0.12%
-$522.46 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.1%
-$767.33 
EJUL Innovator Emerging Markets Power Buffer ETF - July
-0.1%
-$293.91 
JGRO JPMorgan Active Growth ETF
-0.09%
-$23,655.58 
JPIE JPMorgan Income ETF
-0.09%
-$2,679.24 
JCAL JPMorgan California Tax Free Bond ETF
-0.08%
-$1,003.72 
PAPR Innovator U.S. Equity Power Buffer ETF - April
-0.05%
-$531.22 
FTLS First Trust Long/Short Equity ETF
-0.04%
-$2,829.42 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-0.04%
-$1,525.92 
CMF iShares California Muni Bond ETF
-0.03%
-$111.33 
IEMG iShares Core MSCI Emerging Markets ETF
-0.03%
-$12,159.48 
EEM iShares MSCI Emerging Markets ETF
-0.02%
-$52.92 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$46.62 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$85.5 
SCUS Schwab Ultra-Short Income ETF
-0.02%
-$176.24 
FLTR VanEck IG Floating Rate ETF
-0.02%
-$198.55 
FTSM First Trust Enhanced Short Maturity ETF
-0.01%
-$1,014.17 
NEAR iShares Short Duration Bond Active ETF
-0.01%
-$143.42 Events
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Dividends
Dividend Analysis
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| Trades 5832 | Longs Won 3372/5832 57% | Profit Factor 2.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $629,861.8 |
| Average Win $178,749.01 | Best Trade (Oct 23) $31.99M | Sharpe Ratio -9.97 |
| Average Loss -$104,159.24 | Worst Trade (Dec 31) -$6.94M | Z-Score -7.31 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $59,415.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 1,423 | $245,197.13 | $243,774.13 | - | -$1,423 | -0.58% | -1.484% |
| AAPL Apple Inc. | 347,260 | $69.69M | $120.51M | - | $50.82M | 72.92% | -0.337% |
| ABBV AbbVie Inc. | 44,522 | $7.21M | $12.6M | - | $5.38M | 74.63% | -0.775% |
| ABNB Airbnb Inc. Class A Common Stock | 1,585 | $254,630.23 | $274,553.7 | - | $19,923.47 | 7.82% | -1.445% |
| ABT Abbott Laboratories | 3,438 | $352,979.46 | $350,985.42 | - | -$1,994.04 | -0.56% | -0.41% |
| ACEI Innovator Equity Autocallable Income Strategy ETF | 39,431 | $912,907.14 | $924,436.14 | - | $11,529 | 1.26% | 0.0 |
| ACII Innovator Index Autocallable Income Strategy ETF | 53,737 | $1.35M | $1.36M | - | $7,639.33 | 0.56% | -0.236% |
| ACN Accenture plc | 1,238 | $227,012.06 | $301,991.53 | - | $74,979.47 | 33.03% | -5.722% |
| ADBE Adobe Inc. | 5,413 | $2M | $1.43M | - | -$574,243.54 | -28.68% | -2.488% |
| ADP Automatic Data Processing Inc. | 2,358 | $597,228.41 | $720,050.67 | - | $122,822.26 | 20.57% | -0.836% |
| ADT ADT Inc. | 16,415 | $99,803.2 | $113,099.35 | - | $13,296.15 | 13.32% | -1.431% |
| AEP American Electric Power Company, Inc. | 5,390 | $446,680.43 | $698,786.55 | - | $252,106.12 | 56.44% | -0.762% |
| AGG iShares Core U.S. Aggregate Bond ETF | 331,259 | $32.82M | $31.79M | - | -$1.03M | -3.14% | -0.173% |
| AGGH Simplify Aggregate Bond ETF | 717,978 | $14.63M | $13.76M | - | -$869,043.54 | -5.94% | -0.286% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 537,009 | $23.38M | $22.53M | - | -$853,987.13 | -3.65% | -0.214% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 11,664 | $297,783.87 | $291,002.8 | - | -$6,781.07 | -2.28% | -0.245% |
| AGOX Adaptive Alpha Opportunities ETF | 117,551 | $3.51M | $3.85M | - | $339,049.58 | 9.67% | -1.014% |
| ALB Albemarle Corporation | 11,768 | $737,500.56 | $1.09M | - | $352,216.24 | 47.76% | +0.065% |
| ALL The Allstate Corporation | 1,536 | $306,728.75 | $389,767.68 | - | $83,038.93 | 27.07% | -2.063% |
| AMAT Applied Materials Inc. | 22,689 | $8.23M | $8.61M | - | $379,987.08 | 4.62% | +1.062% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kevin Zemann?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $16.95M, Casey's General Stores, Inc - $11.78M, Simplify Hedged Equity ETF - $6.1M, Walmart Inc - $5.82M, and Alphabet Inc - $5.81M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Stanley Black & Decker Inc - $6.28M, Medtronic plc - $5.27M, Target Corp - $4.04M, Amazon.com Inc - $3.65M, and Quadratic Interest Rate Volatility and Inflation Hedge ETF - $3.42M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Zemann's portfolio generate?
The portfolio generates substantial dividend income, with a total of $106.52M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $2.46M, Chevron Corporation - $2.32M, Vanguard Total Stock Market ETF - $2.23M, Realty Income Corp - $2.13M, and State Street SPDR Portfolio Aggregate Bond ETF - $2.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Zemann's monthly returns?
Kevin Zemann's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kevin Zemann's strategy be considered aggressive or moderate?
Kevin Zemann's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kevin Zemann's strategy?
Kevin Zemann's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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