Legacy Capital Group California Inc. Portfolio
Invests via Legacy Capital Group California, Inc. | Managed by Richard Baer, Brent Charles Bunger, Andy Michael Baugh
Invests via Legacy Capital Group California, Inc.
Managed by Richard Baer, Brent Charles Bunger, Andy Michael Baugh
Automatically Tracked
Company Profile
Regional alternative asset manager focused on real estate, structured finance and credit solutions for institutional and high-net-worth clients. Legacy Capital Group California, Inc. operates as a sponsor and servicer offering acquisition financing, asset management and disposition strategies across California markets, emphasizing value-add property plays and middle‑market loans. Typically positioned for yield and capital preservation in local CRE cycles.
Regional alternative asset manager focused on real estate, structured finance and credit solutions for institutional and high-net-worth clients. Legacy Capital Group California, Inc. operates as a sponsor and servicer offering acquisition financing, asset management and disposition strategies across California markets, emphasizing value-add property plays and middle‑market loans. Typically positioned for yield and capital preservation in local CRE cycles.
Investment Philosophy & Strategy
Regional alternative asset manager deploying concentrated capital into California commercial real estate and middle‑market credit with a yield‑oriented, capital‑preservation bias. Investment decisions prioritize value‑add property plays, structured finance and sponsored loans where local market intelligence and active asset management can compress risk and accelerate stabilization. Capital allocation favors flexible capital structures—acquisition financing, mezzanine and whole loans—with disciplined underwriting, downside protection, opportunistic dispositions and alignment to institutional and high‑net‑worth investor objectives.
Regional alternative asset manager deploying concentrated capital into California commercial real estate and middle‑market credit with a yield‑oriented, capital‑preservation bias. Investment decisions prioritize value‑add property plays, structured finance and sponsored loans where local market intelligence and active asset management can compress risk and accelerate stabilization. Capital allocation favors flexible capital structures—acquisition financing, mezzanine and whole loans—with disciplined underwriting, downside protection, opportunistic dispositions and alignment to institutional and high‑net‑worth investor objectives.
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:
68.22%
Gain -0.47%
Monthly
1.24%
Yearly
16%
Drawdown
20.64%
$328.86M
Equity
Holdings
$328.86M
Investment
$267.78M
$136.98M
Profit -$1.54M
Realized
$75.91M
Unrealized
$61.07M
Dividends
$22.35M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$1.54M
Win %
73%
This Week
Compared To Last Week
Gain
-1.53%
Profit
-$5.1M
Win %
73%
This Month
Compared to last month
Gain
-0.03%
Profit
-$105,437.72
Win %
73%
This Year
Compared to last year
Gain
-0.73%
Profit
-$2.42M
Win %
71%
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+4.9%
+$17,389.87 
AR Antero Resources Corporation
+4.6%
+$25,717.95 
SM SM Energy Company
+3.2%
+$36,932.4 
EQT EQT Corporation
+3.1%
+$29,583.12 
RRC Range Resources Corporation
+2.97%
+$9,849.84 
TTE TotalEnergies SE
+2.78%
+$21,800.52 
CNQ Canadian Natural Resources Limited
+2.66%
+$14,993.7 
SLB Schlumberger Limited
+2.64%
+$10,574.85 
BTI British American Tobacco p.l.c. ADR
+2.62%
+$10,717.52 
DTM Dt Midstream Inc.
+2.49%
+$11,212.48 
GSM Ferroglobe PLC
+2.41%
+$7,463.58 
APA APA Corporation
+2.4%
+$21,360.7 
LMT Lockheed Martin Corporation
+2.38%
+$15,101.88 
NOC Northrop Grumman Corporation
+2.36%
+$7,351.4 
SWKS Skyworks Solutions Inc.
+2.34%
+$11,965.8 
EOG EOG Resources, Inc.
+2.34%
+$6,438.39 
RTX RTX Corporation
+2.3%
+$37,349.8 
IMO Imperial Oil Limited
+2.21%
+$7,377.37 
F Ford Motor Company
+2.19%
+$10,413.36 
CX Cemex S.A.B. de C.V. Sponsored ADR
+2.14%
+$6,364 
OII Oceaneering International, Inc.
+2.06%
+$12,567.89 
UL Unilever PLC Sponsored American Depositary Receipt
+2.01%
+$13,893.1 
CTA Simplify Managed Futures Strategy ETF
+1.99%
+$22,538.88 
CE Celanese Corporation
+1.95%
+$4,248.07 
CVX Chevron Corporation
+1.88%
+$20,084.67 
DVN Devon Energy Corporation
+1.84%
+$20,312.72 
SU Suncor Energy Inc.
+1.84%
+$11,229.81 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.82%
+$16,283.27 
XLE Energy Select Sector SPDR Fund
+1.79%
+$10,698.83 
STLA Stellantis N.V.
+1.72%
+$864.67 
PHG Koninklijke Philips N.V.
+1.71%
+$5,500.57 
USB U.S. Bancorp
+1.7%
+$11,159.85 
NEM Newmont Corporation
+1.63%
+$35,571.69 
PBR Petrobras S.A. Sponsored ADR
+1.62%
+$8,779.33 
C Citigroup Inc.
+1.56%
+$30,691.2 
XOM Exxon Mobil Corporation
+1.47%
+$4,833.27 
CLF Cleveland-Cliffs Inc.
+1.44%
+$3,735.72 
JPM JPMorgan Chase & Co.
+1.42%
+$31,625.03 
GE General Electric Company
+1.39%
+$5,859.46 
TAP Molson Coors Beverage Company
+1.36%
+$5,422.97 
GD General Dynamics Corporation
+1.29%
+$23,577.01 
ALL Allstate Corporation
+1.28%
+$24,141.75 
XLU Utilities Select Sector SPDR Fund
+1.27%
+$2,847.16 
ROK Rockwell Automation, Inc.
+1.24%
+$5,914.7 
CNR Core Natural Resources, Inc.
+1.24%
+$6,344.8 
NRG NRG Energy, Inc.
+1.24%
+$7,247.89 
TMUS T-Mobile US, Inc.
+1.24%
+$6,192.48 
PNC The PNC Financial Services Group, Inc.
+1.21%
+$2,440.89 
TFC Truist Financial Corporation
+1.19%
+$7,113.44 
GM General Motors Company
+1.18%
+$19,513.89 
HWM Howmet Aerospace Inc.
+1.18%
+$17,026.66 
ROST Ross Stores, Inc.
+1.15%
+$13,121.82 
HLT Hilton Worldwide Holdings Inc.
+1.1%
+$9,941.41 
MRK Merck & Co., Inc.
+1.09%
+$31,108.62 
XEL Xcel Energy Inc.
+1.06%
+$3,888.8 
ACN Accenture plc Class A
+1.06%
+$6,133.26 
HRL Hormel Foods Corporation
+1.01%
+$5,398.68 
CMI Cummins Inc.
+1.01%
+$10,625.54 
ING ING Groep N.V. Sponsored ADR
+0.99%
+$3,369.96 
UGP Ultrapar Participacoes S.A. Sponsored ADR
+0.98%
+$914.55 
VZ Verizon Communications Inc.
+0.98%
+$7,020.9 
CBOE Cboe Global Markets Inc.
+0.97%
+$7,795.68 
DLR Digital Realty Trust, Inc.
+0.95%
+$6,461.12 
SYF Synchrony Financial
+0.93%
+$6,752.72 
AAPL Apple Inc.
+0.89%
+$353,735.95 
HMC Honda Motor Co., Ltd.
+0.87%
+$2,326.07 
OTTR Otter Tail Corporation
+0.86%
+$3,511.2 
KIM Kimco Realty Corporation
+0.84%
+$4,095.07 
SON Sonoco Products Co.
+0.8%
+$2,521.28 
EWW iShares MSCI Mexico ETF
+0.79%
+$4,688.77 
RIO Rio Tinto Plc Sponsored ADR
+0.75%
+$3,690.22 
AFL Aflac Inc.
+0.69%
+$4,268.95 
KR Kroger Co.
+0.69%
+$4,086.29 
ORA Ormat Technologies Inc.
+0.67%
+$1,576.2 
BNY BlackRock New York Municipal Income Trust
+0.64%
+$12,227.45 
BCS Barclays PLC Sponsored ADR
+0.64%
+$6,091.02 
DIS The Walt Disney Company
+0.61%
+$8,395.96 
V Visa Inc. Class A
+0.59%
+$1,390.04 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$5,306.84 
RY Royal Bank of Canada
+0.58%
+$2,352.98 
WMT Walmart Inc.
+0.56%
+$2,417.33 
TD The Toronto-Dominion Bank
+0.55%
+$2,382.89 
HSBC HSBC Holdings plc Sponsored ADR
+0.55%
+$2,404.02 
GEV GE Vernova Inc.
+0.54%
+$7,765 
ASML ASML Holding N.V. New York Registry Shares
+0.54%
+$7,947.52 
DINO HF Sinclair Corporation
+0.53%
+$13,594.02 
FITB Fifth Third Bancorp
+0.53%
+$5,153.98 
EWU iShares MSCI United Kingdom ETF
+0.51%
+$6,510.39 
BAC Bank of America Corporation
+0.5%
+$4,644.38 
KEY KeyCorp
+0.5%
+$3,005.7 
IEV iShares Europe ETF
+0.5%
+$2,452.34 
DTH WisdomTree International High Dividend Fund
+0.49%
+$2,390.51 
TPR Tapestry Inc.
+0.48%
+$4,682.92 
JNJ Johnson & Johnson
+0.48%
+$7,327.32 
APD Air Products and Chemicals, Inc.
+0.45%
+$5,616.55 
KMB Kimberly-Clark Corporation
+0.45%
+$3,658.16 
PFE Pfizer Inc.
+0.44%
+$4,898.66 
EWD iShares MSCI Sweden ETF
+0.44%
+$5,225.4 
PPG PPG Industries Inc.
+0.44%
+$2,707.67 
EWZ iShares MSCI Brazil ETF
+0.43%
+$3,118.5 
XLF Financial Select Sector SPDR Fund
+0.4%
+$4,100.34 
SNA Snap-on Inc.
+0.39%
+$743.6 
AEO American Eagle Outfitters, Inc.
+0.39%
+$2,651.81 
LVS Las Vegas Sands Corp.
+0.38%
+$630.75 
CF CF Industries Holdings, Inc.
+0.36%
+$1,492.96 
ADM Archer-Daniels-Midland Co
+0.33%
+$3,880.25 
AAA Alternative Access First Priority CLO Bond ETF
+0.3%
+$1,248.64 
AMGN Amgen Inc.
+0.27%
+$2,727.16 
CW Curtiss-Wright Corporation
+0.25%
+$1,145.55 
WM Waste Management, Inc.
+0.24%
+$1,313.96 
KGC Kinross Gold Corporation
+0.23%
+$737.61 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
+0.22%
+$470.33 
AER AerCap Holdings N.V.
+0.2%
+$1,298.62 
TEL TE Connectivity plc
+0.19%
+$1,291.09 
DG Dollar General Corporation
+0.19%
+$1,953.75 
SBUX Starbucks Corporation
+0.19%
+$574.08 
BIIB Biogen Inc.
+0.17%
+$1,137.6 
BA Boeing Company
+0.13%
+$470.64 
EFA iShares MSCI EAFE ETF
+0.13%
+$2,318.49 
CAH Cardinal Health Inc.
+0.13%
+$3,292.57 
IP International Paper Company
+0.12%
+$501.6 
FCX Freeport-McMoRan Inc.
+0.11%
+$388.08 
NVDA NVIDIA Corporation
+0.1%
+$4,601.73 
XLI Industrial Select Sector SPDR Fund
+0.1%
+$1,097.6 
UBS UBS Group AG
+0.09%
+$1,422.09 
CVS CVS Health Corporation
+0.09%
+$1,683.93 
DOC Healthpeak Properties, Inc.
+0.08%
+$460.05 
WEN The Wendy's Company
+0.07%
+$300.93 
DMC Fresh Del Monte Produce Inc.
+0.07%
+$319.92 
MS Morgan Stanley
+0.05%
+$371.37 
EWI iShares MSCI Italy ETF
+0.04%
+$574.98 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$349.08 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.04%
+$74.95 
TDW Tidewater Inc.
+0.03%
+$221.28 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$384.49 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$3,431.39 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,701.43 
DABS DoubleLine Asset-Backed Securities ETF
+0.02%
+$52.42 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.01%
+$183.16 
ABT Abbott Laboratories
+0.01%
+$77.69 
BINC iShares Flexible Income Active ETF
+0.01%
+$19.77 
EZU iShares MSCI Eurozone ETF
+0.01%
+$136.35 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$67.98 
LASR nLIGHT, Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GREK Global X MSCI Greece ETF
0%
$0 FSSL
FSSL
0%
$0 G200
G2004J103
0%
$0 
NBIS Nebius Group N.V.
-9.88%
-$124,519.51 
IREN IREN Limited
-8.54%
-$43,762.08 
IBRX ImmunityBio, Inc.
-7.28%
-$324,554.2 
COHU Cohu Inc.
-6.85%
-$25,534.16 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-6.54%
-$319,016.22 
WOLF Wolfspeed, Inc.
-6.46%
-$35,870.12 
NVTS Navitas Semiconductor Corporation
-6.34%
-$8,670.28 
RKLB Rocket Lab Corporation
-6.21%
-$52,564.75 
COHR Coherent Corp.
-5.9%
-$52,010.78 
PL PLANET LABS PBC
-5.74%
-$27,260.24 
STX Seagate Technology Holdings plc
-5.66%
-$72,215.52 
HPE Hewlett Packard Enterprise Company
-5.58%
-$113,246.64 
VIAV Viavi Solutions Inc.
-5.26%
-$54,742.92 
NOW ServiceNow, Inc.
-5.23%
-$53,815.02 
LUNR Intuitive Machines, Inc.
-5.23%
-$28,594.72 
CIEN Ciena Corporation
-4.82%
-$29,764.09 
WDC Western Digital Corporation
-4.76%
-$11,437.79 
CHRW C.H. Robinson Worldwide, Inc.
-4.73%
-$20,910.03 
INTC Intel Corporation
-3.99%
-$13,296.07 
LITE Lumentum Holdings Inc.
-3.98%
-$10,790.52 
BE Bloom Energy Corporation
-3.76%
-$43,716.24 
MU Micron Technology, Inc.
-3.71%
-$51,287.04 
NTAP NetApp, Inc.
-3.63%
-$15,527.64 
AMD Advanced Micro Devices, Inc.
-3.43%
-$30,106.77 
FN Fabrinet
-3.34%
-$30,862.28 
TSEM Tower Semiconductor Ltd.
-3.27%
-$35,511.03 
GLW Corning Incorporated
-3.11%
-$28,689.53 
AVGO Broadcom Inc.
-3.1%
-$37,771.47 
LRCX Lam Research Corporation
-2.89%
-$32,328.36 
BHE Benchmark Electronics Inc.
-2.85%
-$7,289.92 
CRM Salesforce Inc
-2.83%
-$33,846.37 
VSAT Viasat Inc.
-2.76%
-$31,548.6 
FSK FS KKR Capital Corp.
-2.75%
-$31,231.65 
ACLS Axcelis Technologies, Inc.
-2.71%
-$7,606.94 
JBL Jabil Inc.
-2.7%
-$32,418.25 
KLIC Kulicke & Soffa Industries, Inc.
-2.53%
-$22,430.13 
BRKR Bruker Corporation
-2.5%
-$18,151.89 
META Meta Platforms Inc Class A
-2.49%
-$33,139.52 
TMQ Trilogy Metals Inc.
-2.45%
-$6,338.46 
KLAC KLA Corporation
-2.4%
-$16,561.86 
ILMN Illumina, Inc.
-2.37%
-$10,286.98 
VRT Vertiv Holdings Co
-2.12%
-$5,378.1 
NXE NexGen Energy Ltd.
-2.1%
-$7,309.08 
INTU Intuit Inc.
-2%
-$30,842.63 
HIMS Hims & Hers Health, Inc.
-1.99%
-$20,301.84 
SCHW Charles Schwab Corporation
-1.99%
-$15,564.01 
NOK Nokia Corporation Sponsored ADR
-1.99%
-$8,610.99 
TEX Terex Corporation
-1.99%
-$7,297.23 
XLK State Street Technology Select Sector SPDR ETF
-1.98%
-$45,450 
BRSP BrightSpire Capital Inc.
-1.98%
-$2,625 
MSFT Microsoft Corp.
-1.95%
-$70,269.26 
SNX TD Synnex Corporation
-1.94%
-$7,716.28 
CCJ Cameco Corporation
-1.89%
-$16,648.28 
VIPS Vipshop Holdings Ltd - ADR
-1.86%
-$5,590.16 
ARE Alexandria Real Estate Equities, Inc.
-1.84%
-$6,784.44 
ROIV Roivant Sciences Ltd
-1.83%
-$11,847.78 
GEN Gen Digital Inc.
-1.81%
-$15,647.19 
CSCO Cisco Systems, Inc.
-1.73%
-$30,791.25 
GOOGL Alphabet Inc
-1.69%
-$80,210.52 
LH Labcorp Holdings Inc.
-1.68%
-$9,427.95 
EBAY eBay Inc.
-1.68%
-$7,429.87 
SIDU Sidus Space Inc.
-1.61%
-$4,707.84 
GOOG Alphabet Inc
-1.59%
-$24,276.15 
QQQ Invesco QQQ Trust, Series 1
-1.58%
-$8,537.07 
TSLA Tesla, Inc.
-1.57%
-$7,214.92 
ETN Eaton Corporation plc
-1.51%
-$11,332.71 
DE Deere & Company
-1.48%
-$11,753.01 
ALB Albemarle Corporation
-1.42%
-$14,522.72 
MTH Meritage Homes Corporation
-1.41%
-$7,178.25 
PWR Quanta Services Inc.
-1.31%
-$16,226.3 
FIX Comfort Systems USA, Inc.
-1.28%
-$10,693.45 
EEM iShares MSCI Emerging Markets ETF
-1.22%
-$37,072.62 
FSLR First Solar, Inc.
-1.21%
-$2,229.95 
APH Amphenol Corporation
-1.19%
-$28,246.4 
QCOM QUALCOMM Incorporated
-1.18%
-$12,345.55 
XLC Communication Services Select Sector SPDR Fund
-1.14%
-$6,938.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.09%
-$5,280.66 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$6,698.07 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$11,394.84 
VEEV Veeva Systems Inc.
-1.04%
-$13,217.34 
FYX First Trust Small Cap Core AlphaDEX Fund
-1.04%
-$5,518.74 
TGT Target Corporation
-1.03%
-$8,652.42 
AZN AstraZeneca PLC American Depositary Shares
-1%
-$3,020.29 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.98%
-$33,658 
AMZN Amazon.com Inc
-0.93%
-$21,487.8 
USFD US Foods Holding Corp
-0.9%
-$4,835.74 
VLUE iShares MSCI USA Value Factor ETF
-0.86%
-$6,352.04 
UPS United Parcel Service, Inc.
-0.78%
-$4,708.57 
KT KT Corporation
-0.75%
-$2,392.88 
SAN Banco Santander S.A. Sponsored ADR
-0.74%
-$2,554.4 
IBM International Business Machines Corporation
-0.71%
-$4,976.69 
CFG Citizens Financial Group, Inc.
-0.69%
-$12,546.16 
MDT Medtronic plc
-0.69%
-$6,875.88 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
-0.69%
-$19,143.12 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$5,359.06 
EME EMCOR Group, Inc.
-0.67%
-$3,141.17 
IYY iShares Dow Jones U.S. ETF
-0.66%
-$7,847.19 
CRS Carpenter Technology Corporation
-0.65%
-$3,179.33 
DECK Deckers Outdoor Corporation
-0.65%
-$1,608.88 
IWV ISHARES RUSSELL 3000 ETF
-0.64%
-$2,748.8 
ENS EnerSys
-0.63%
-$1,752.72 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-0.62%
-$1,986.42 
VOO Vanguard S&P 500 ETF
-0.59%
-$2,756.37 
OMC Omnicom Group Inc.
-0.58%
-$3,765.17 
IVV iShares Core S&P 500 ETF
-0.58%
-$1,597.5 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.58%
-$30,776.22 
PRU Prudential Financial, Inc.
-0.57%
-$5,023.26 
GILD Gilead Sciences Inc.
-0.55%
-$3,556.56 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.55%
-$29,552 
MT ArcelorMittal S.A.
-0.47%
-$2,268.3 
VSGX Vanguard ESG International Stock ETF
-0.47%
-$1,200.94 
DY Dycom Industries Inc.
-0.47%
-$1,138.81 
BKNG Booking Holdings Inc.
-0.39%
-$3,519.75 
SLV iShares Silver Trust
-0.39%
-$1,610 
FLR Fluor Corporation
-0.34%
-$931.04 
HAS Hasbro Inc.
-0.33%
-$2,202.88 
REGN Regeneron Pharmaceuticals, Inc.
-0.32%
-$1,361.3 
AMP Ameriprise Financial, Inc.
-0.3%
-$1,865.48 
BG Bunge Global S.A.
-0.28%
-$1,042.2 
GLD SPDR Gold Shares
-0.28%
-$2,055.43 
MBB iShares MBS ETF
-0.27%
-$1,102.01 
RSP Invesco S&P 500 Equal Weight ETF
-0.27%
-$4,627.24 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.27%
-$1,178.29 
DBP Invesco DB Precious Metals Fund
-0.26%
-$1,435.64 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.25%
-$650.55 
GS The Goldman Sachs Group, Inc.
-0.25%
-$5,562 
NSC Norfolk Southern Corporation
-0.25%
-$1,887.28 
VFLO VictoryShares Free Cash Flow ETF
-0.24%
-$12,638.08 
PYLD PIMCO Multisector Bond Active ETF
-0.23%
-$9,427.26 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.23%
-$1,411.92 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.21%
-$1,533.53 
B BARRICK MINING CORP Common Stock (ABR0)
-0.2%
-$1,218.48 
NVO Novo Nordisk A/S Sponsored ADR
-0.19%
-$772.42 
EPU iShares MSCI Peru and Global Exposure ETF
-0.18%
-$1,526.72 
EIS iShares MSCI Israel ETF
-0.17%
-$2,309.37 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$1,434.51 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-0.15%
-$511.56 
XLV Health Care Select Sector SPDR Fund
-0.14%
-$797.75 
ELV Elevance Health, Inc.
-0.12%
-$291.38 
MTZ MasTec, Inc. Common Stock
-0.12%
-$188.98 
CARY Angel Oak Income ETF
-0.1%
-$1,607.58 
IEI iShares 3-7 Year Treasury Bond ETF
-0.09%
-$285.9 
BMY Bristol-Myers Squibb Company
-0.07%
-$602.08 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$80.26 
EWH iShares MSCI Hong Kong ETF
-0.02%
-$134 
AEM Agnico Eagle Mines Limited
-0.02%
-$131.36 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.02%
-$939.48 
CAT Caterpillar Inc.
-0.01%
-$278.52 Events
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Dividends
Dividend Analysis
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| Trades 4084 | Longs Won 2718/4084 66% | Profit Factor 4.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $267,867.89 |
| Average Win $66,329.98 | Best Trade (Oct 16) $13.02M | Sharpe Ratio -20.1 |
| Average Loss -$31,699.36 | Worst Trade (Mar 31) -$1.34M | Z-Score 5.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 5d | Expectancy $33,541.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAA Alternative Access First Priority CLO Bond ETF | 16,828 | $420,004.54 | $419,017.2 | - | -$987.34 | -0.24% | +0.299% |
| AAPL Apple Inc. | 115,979 | $20.47M | $40.02M | - | $19.55M | 95.53% | +0.892% |
| ABT Abbott Laboratories | 7,769 | $794,376.83 | $813,336.61 | - | $18,959.78 | 2.39% | +0.01% |
| ACLS Axcelis Technologies, Inc. | 2,435 | $461,311 | $272,685.91 | - | -$188,625.09 | -40.89% | -2.714% |
| ACN Accenture plc Class A | 2,577 | $639,592.37 | $585,752.1 | - | -$53,840.27 | -8.42% | +1.058% |
| ADM Archer-Daniels-Midland Co | 14,110 | $917,614.02 | $1.17M | - | $256,408.53 | 27.94% | +0.332% |
| AEM Agnico Eagle Mines Limited | 3,284 | $386,169 | $615,815.68 | - | $229,646.68 | 59.47% | -0.021% |
| AEO American Eagle Outfitters, Inc. | 37,883 | $440,283.17 | $686,439.96 | - | $246,156.79 | 55.91% | +0.388% |
| AER AerCap Holdings N.V. | 4,478 | $644,156.78 | $654,728.38 | - | $10,571.6 | 1.64% | +0.199% |
| AFL Aflac Inc. | 5,238 | $425,710.78 | $622,614.87 | - | $196,904.09 | 46.25% | +0.69% |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,694 | $868,241.76 | $828,060.03 | - | -$40,181.73 | -4.63% | -0.173% |
| ALB Albemarle Corporation | 10,448 | $1.23M | $1.01M | - | -$219,269.36 | -17.82% | -1.416% |
| ALL Allstate Corporation | 7,851 | $1.24M | $1.91M | - | $661,210.1 | 53.15% | +1.283% |
| AMD Advanced Micro Devices, Inc. | 1,562 | $334,517.92 | $848,096.49 | - | $513,578.57 | 153.53% | -3.428% |
| AMGN Amgen Inc. | 2,351 | $576,998.6 | $1.02M | - | $446,133.09 | 77.32% | +0.267% |
| AMP Ameriprise Financial, Inc. | 1,252 | $548,926.7 | $627,364.68 | - | $78,437.98 | 14.29% | -0.296% |
| AMZN Amazon.com Inc | 9,105 | $2.07M | $2.3M | - | $223,485.87 | 10.77% | -0.926% |
| APA APA Corporation | 18,820 | $798,720.8 | $910,229.3 | - | $111,508.5 | 13.96% | +2.403% |
| APD Air Products and Chemicals, Inc. | 4,223 | $1.17M | $1.26M | - | $85,357.48 | 7.28% | +0.448% |
| APH Amphenol Corporation | 29,120 | $1.08M | $2.34M | - | $1.27M | 117.31% | -1.19% |
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FAQ
Which stocks have generated the highest profits for Legacy Capital Group California Inc.?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $5.86M, Rubrik, Inc - $4.51M, Micron Technology, Inc - $3.37M, Spotify Technology S.A - $2.71M, and Seagate Technology Holdings plc - $2.47M. 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: GeneDx Holdings Corp - $660,314.5, Terran Orbital Corporation - $631,231.81, SoFi Technologies, Inc - $530,038.2, Whirlpool Corporation - $527,579.7, and Accenture plc Class A - $510,566.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Legacy Capital Group California Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.35M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.78M, FS KKR Capital Corp - $1.66M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.06M, Janus Henderson AAA CLO ETF - $896,948.42, and PIMCO Multisector Bond Active ETF - $581,520.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Legacy Capital Group California Inc.'s monthly returns?
Legacy Capital Group California Inc.'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 Legacy Capital Group California Inc.'s strategy be considered aggressive or moderate?
Legacy Capital Group California Inc.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Legacy Capital Group California Inc.'s strategy?
Legacy Capital Group California Inc.'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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