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:
64.03%
Gain -0.4%
Monthly
1.32%
Yearly
16.99%
Drawdown
20.64%
$332.94M
Equity
Holdings
$332.94M
Investment
$267.68M
$141.15M
Profit -$1.35M
Realized
$75.9M
Unrealized
$65.26M
Dividends
$21.48M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$1.35M
Win %
77%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$3.63M
Win %
77%
This Month
Compared to last month
Gain
-0.4%
Profit
-$1.35M
Win %
77%
This Year
Compared to last year
Gain
0.54%
Profit
$1.77M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$328,508.31 
ETN Eaton Corporation plc
+7.32%
+$52,854.77 
GOOG Alphabet Inc
+6.88%
+$101,848.98 
GOOGL Alphabet Inc
+6.73%
+$304,962.84 
VRT Vertiv Holdings Co
+6.18%
+$16,630.75 
COHR Coherent Corp.
+5.55%
+$48,667.81 
VIAV Viavi Solutions Inc.
+5.42%
+$53,711.13 
LASR nLIGHT, Inc.
+4.7%
+$51,346.53 
CBOE Cboe Global Markets Inc.
+4.62%
+$35,865.41 
ACLS Axcelis Technologies, Inc.
+4.13%
+$12,588.95 
TSEM Tower Semiconductor Ltd.
+4.03%
+$43,988.19 
COHU Cohu Inc.
+3.31%
+$10,458.14 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$19,713.58 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$13,043.71 
META Meta Platforms Inc Class A
+3.28%
+$31,894.7 
CRS Carpenter Technology Corporation
+3.17%
+$20,479.77 
MSFT Microsoft Corp.
+3.02%
+$90,954.29 
LITE Lumentum Holdings Inc.
+2.99%
+$6,458.4 
NVDA NVIDIA Corporation
+2.93%
+$125,123.38 
SM SM Energy Company
+2.81%
+$27,391.53 
APA APA Corporation
+2.73%
+$18,631.8 
HIMS Hims & Hers Health, Inc.
+2.7%
+$25,333.89 
NTAP NetApp, Inc.
+2.6%
+$9,003.84 
FSLR First Solar, Inc.
+2.44%
+$5,170.6 
OII Oceaneering International, Inc.
+2.39%
+$16,189.14 
AR Antero Resources Corporation
+2.38%
+$12,897.36 
CVX Chevron Corporation
+2.35%
+$22,007.88 
GLW Corning Incorporated
+2.24%
+$20,216.16 
WDC Western Digital Corporation
+2.21%
+$7,953.24 
EOG EOG Resources, Inc.
+2.19%
+$5,743.1 
DVN Devon Energy Corporation
+2.17%
+$21,547.2 
TDW Tidewater Inc.
+2.15%
+$13,984.56 
CSCO Cisco Systems, Inc.
+2.14%
+$39,421.89 
JBL Jabil Inc.
+2.12%
+$27,314.98 
ROK Rockwell Automation, Inc.
+1.93%
+$10,267.21 
FIX Comfort Systems USA, Inc.
+1.88%
+$17,963.38 
CRM Salesforce Inc
+1.83%
+$16,073.33 
HWM Howmet Aerospace Inc.
+1.8%
+$32,738.59 
HPE Hewlett Packard Enterprise Company
+1.61%
+$26,320.32 
ACN Accenture plc Class A
+1.61%
+$6,777.54 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$8,998.86 
VZ Verizon Communications Inc.
+1.52%
+$11,298 
LMT Lockheed Martin Corporation
+1.5%
+$10,278.33 
RRC Range Resources Corporation
+1.49%
+$4,724.72 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$5,995.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$6,583.68 
NOC Northrop Grumman Corporation
+1.43%
+$4,753.49 
PWR Quanta Services Inc.
+1.43%
+$18,140.94 
SNX TD Synnex Corporation
+1.42%
+$5,591.96 
GE General Electric Company
+1.42%
+$6,775.41 
SLB Schlumberger Limited
+1.39%
+$5,639.92 
KLAC KLA Corporation
+1.38%
+$9,830.56 
CIEN Ciena Corporation
+1.34%
+$8,635.29 
CAH Cardinal Health Inc.
+1.3%
+$29,987.68 
PL PLANET LABS PBC
+1.29%
+$8,488.22 
MT ArcelorMittal S.A.
+1.15%
+$6,048.8 
BG Bunge Global S.A.
+1.1%
+$4,029.84 
VEEV Veeva Systems Inc.
+1.1%
+$8,973.24 
EQT EQT Corporation
+1.1%
+$10,558.9 
NOW ServiceNow, Inc.
+1.05%
+$8,034.16 
NBIS Nebius Group N.V.
+1.05%
+$13,248.25 
CW Curtiss-Wright Corporation
+1.02%
+$6,620.71 
XLE Energy Select Sector SPDR Fund
+1%
+$5,282.27 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$9,399.28 
TEX Terex Corporation
+1%
+$4,329.46 
VIPS Vipshop Holdings Ltd - ADR
+0.99%
+$3,422.55 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.97%
+$3,610.05 
TTE TotalEnergies SE
+0.95%
+$7,355.47 
ORA Ormat Technologies Inc.
+0.9%
+$2,285.49 
DTM Dt Midstream Inc.
+0.9%
+$4,659.24 
SCHW Charles Schwab Corporation
+0.87%
+$7,573.93 
IBM International Business Machines Corporation
+0.86%
+$5,708.93 
CNQ Canadian Natural Resources Limited
+0.85%
+$4,346 
GEV GE Vernova Inc.
+0.85%
+$12,905.43 
SU Suncor Energy Inc.
+0.82%
+$4,443.45 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$9,947 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$23,764.31 
TSLA Tesla, Inc.
+0.76%
+$2,992.45 
LUNR Intuitive Machines, Inc.
+0.73%
+$4,253.76 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,519.18 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,212.49 
ENS EnerSys
+0.7%
+$2,090.4 
CAT Caterpillar Inc.
+0.7%
+$14,356.41 
BMY Bristol-Myers Squibb Company
+0.69%
+$6,773.4 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,817.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$34,871.36 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$7,624.74 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,298.92 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$31,916.08 
UGP Ultrapar Participacoes S.A. Sponsored ADR
+0.62%
+$487.76 
IMO Imperial Oil Limited
+0.6%
+$1,982.78 
GEN Gen Digital Inc.
+0.59%
+$5,565.92 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$2,408.29 
APH Amphenol Corporation
+0.55%
+$6,406.33 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$2,490.75 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$2,266.05 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,120.56 
STX Seagate Technology Holdings plc
+0.52%
+$8,214.72 
GM General Motors Company
+0.52%
+$9,067.06 
DMC Fresh Del Monte Produce Inc.
+0.51%
+$2,399.4 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+0.5%
+$13,636.84 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,086.91 
NSC Norfolk Southern Corporation
+0.46%
+$3,611.55 
BHE Benchmark Electronics Inc.
+0.44%
+$1,220.8 
EBAY eBay Inc.
+0.43%
+$1,763.03 
RKLB Rocket Lab Corporation
+0.42%
+$4,137.75 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+0.41%
+$1,196.64 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$4,238.04 
BRSP BrightSpire Capital Inc.
+0.4%
+$700 
PFE Pfizer Inc.
+0.4%
+$3,768.2 
RTX RTX Corporation
+0.39%
+$7,296.24 
AVGO Broadcom Inc.
+0.37%
+$5,090.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,204.78 
BAC Bank of America Corporation
+0.36%
+$3,929.86 
SNA Snap-on Inc.
+0.33%
+$707.21 
EWZ iShares MSCI Brazil ETF
+0.33%
+$2,079 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.32%
+$1,071.84 
GD General Dynamics Corporation
+0.32%
+$6,612.4 
MRK Merck & Co., Inc.
+0.32%
+$8,072.69 
JPM JPMorgan Chase & Co.
+0.27%
+$6,232.2 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$2,930.64 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,727.77 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$11,665.92 
NRG NRG Energy, Inc.
+0.24%
+$1,826.18 
EIS iShares MSCI Israel ETF
+0.23%
+$2,969.17 
JNJ Johnson & Johnson
+0.21%
+$3,183.18 
FLR Fluor Corporation
+0.2%
+$581.9 
CMI Cummins Inc.
+0.19%
+$2,409.56 
INTU Intuit Inc.
+0.18%
+$2,655.66 
USB U.S. Bancorp
+0.17%
+$1,259.04 
MS Morgan Stanley
+0.17%
+$1,572.85 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$3,377.72 
TD The Toronto-Dominion Bank
+0.13%
+$582.08 
C Citigroup Inc.
+0.1%
+$2,077.89 
WM Waste Management, Inc.
+0.1%
+$540.32 
FSK FS KKR Capital Corp.
+0.1%
+$1,058.7 
AFL Aflac Inc.
+0.09%
+$628.56 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
+0.09%
+$201.57 
WMT Walmart Inc.
+0.09%
+$365.11 
ABT Abbott Laboratories
+0.09%
+$699.21 
USFD US Foods Holding Corp
+0.04%
+$212.56 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,564.97 
DIS The Walt Disney Company
+0.03%
+$370.41 
TAP Molson Coors Beverage Company
+0.02%
+$102.32 
ILMN Illumina, Inc.
+0.01%
+$16.22 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WEN The Wendy's Company
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
0%
$0 FSSL
FSSL
0%
$0 G200
G2004J103
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$52,691.05 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-17.12%
-$979,139.88 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$46,654.45 
AAPL Apple Inc.
-7.35%
-$2.84M 
MU Micron Technology, Inc.
-5.9%
-$76,618.83 
IP International Paper Company
-5.38%
-$29,092.8 
SIDU Sidus Space Inc.
-4.35%
-$18,831.36 
DY Dycom Industries Inc.
-3.85%
-$15,259.9 
IREN IREN Limited
-3.82%
-$24,621.44 
IBRX ImmunityBio, Inc.
-3.76%
-$124,880 
AEM Agnico Eagle Mines Limited
-3.63%
-$17,996.32 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$19,877.82 
DECK Deckers Outdoor Corporation
-2.82%
-$8,073.13 
QCOM QUALCOMM Incorporated
-2.63%
-$23,345.55 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$14,774.07 
DLR Digital Realty Trust, Inc.
-2.42%
-$18,231.68 
BIIB Biogen Inc.
-2.4%
-$14,163.09 
BRKR Bruker Corporation
-2.33%
-$19,290 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$20,290.68 
KGC Kinross Gold Corporation
-2.2%
-$6,973.72 
BA Boeing Company
-2.15%
-$9,143.94 
NEM Newmont Corporation
-2.14%
-$38,583.05 
SLV iShares Silver Trust
-2.13%
-$9,177 
KT KT Corporation
-2.11%
-$6,665.88 
CCJ Cameco Corporation
-2.1%
-$19,617.4 
LH Labcorp Holdings Inc.
-2.01%
-$10,900.24 
HMC Honda Motor Co., Ltd.
-1.99%
-$4,809.85 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$9,045.92 
LVS Las Vegas Sands Corp.
-1.97%
-$4,263 
AMD Advanced Micro Devices, Inc.
-1.9%
-$14,432.91 
NXE NexGen Energy Ltd.
-1.82%
-$6,903.02 
SYF Synchrony Financial
-1.79%
-$13,604.04 
APD Air Products and Chemicals, Inc.
-1.77%
-$22,424.13 
ROIV Roivant Sciences Ltd
-1.77%
-$11,589.39 
STLA Stellantis N.V.
-1.71%
-$1,152.9 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$7,333.04 
ADM Archer-Daniels-Midland Co
-1.66%
-$18,907.4 
CNR Core Natural Resources, Inc.
-1.59%
-$7,440.72 
LRCX Lam Research Corporation
-1.58%
-$18,969.24 
TMQ Trilogy Metals Inc.
-1.57%
-$5,282.05 
DBP Invesco DB Precious Metals Fund
-1.56%
-$8,468.67 
GLD SPDR Gold Shares
-1.49%
-$10,846.58 
HRL Hormel Foods Corporation
-1.42%
-$9,480.6 
NVTS Navitas Semiconductor Corporation
-1.36%
-$2,223.15 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$20,106.19 
PPG PPG Industries Inc.
-1.35%
-$8,699.1 
AER AerCap Holdings N.V.
-1.29%
-$8,821.7 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,929.31 
UBS UBS Group AG
-1.22%
-$20,541.3 
F Ford Motor Company
-1.21%
-$6,942.24 
OMC Omnicom Group Inc.
-1.14%
-$7,290.01 
DE Deere & Company
-1.13%
-$8,316.39 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$8,280.39 
OTTR Otter Tail Corporation
-1.1%
-$4,468.8 
DINO HF Sinclair Corporation
-1.05%
-$19,979.09 
DOC Healthpeak Properties, Inc.
-1.04%
-$7,054.07 
INTC Intel Corporation
-1.02%
-$3,249.42 
UPS United Parcel Service, Inc.
-1%
-$6,462.75 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$3,083.8 
EPU iShares MSCI Peru and Global Exposure ETF
-0.99%
-$8,206.12 
XOM Exxon Mobil Corporation
-0.97%
-$2,871.81 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$9,742.8 
CLF Cleveland-Cliffs Inc.
-0.95%
-$2,348.17 
EWH iShares MSCI Hong Kong ETF
-0.94%
-$5,895.78 
GSM Ferroglobe PLC
-0.94%
-$2,356.92 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.92%
-$3,256 
FN Fabrinet
-0.89%
-$9,400.14 
VSAT Viasat Inc.
-0.86%
-$12,433.86 
MTH Meritage Homes Corporation
-0.86%
-$5,151.45 
GILD Gilead Sciences Inc.
-0.81%
-$4,374.12 
SON Sonoco Products Co.
-0.81%
-$2,936.18 
KMB Kimberly-Clark Corporation
-0.8%
-$6,922.96 
AEO American Eagle Outfitters, Inc.
-0.75%
-$4,924.79 
CVS CVS Health Corporation
-0.75%
-$15,650.69 
BCS Barclays PLC Sponsored ADR
-0.72%
-$8,401.4 
WOLF Wolfspeed, Inc.
-0.71%
-$3,640.55 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,665.32 
AMGN Amgen Inc.
-0.64%
-$5,830.5 
BE Bloom Energy Corporation
-0.63%
-$6,449.13 
GS The Goldman Sachs Group, Inc.
-0.63%
-$16,018.54 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$3,127.54 
HAS Hasbro Inc.
-0.62%
-$4,061.56 
EFA iShares MSCI EAFE ETF
-0.62%
-$11,334.84 
GREK Global X MSCI Greece ETF
-0.62%
-$4,396 
EME EMCOR Group, Inc.
-0.62%
-$3,186.31 
ROST Ross Stores, Inc.
-0.59%
-$7,263.01 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$3,095.27 
CARY Angel Oak Income ETF
-0.59%
-$9,806.24 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$3,248.62 
SBUX Starbucks Corporation
-0.57%
-$1,897.8 
PRU Prudential Financial, Inc.
-0.56%
-$5,251.57 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$7,174.71 
PHG Koninklijke Philips N.V.
-0.53%
-$1,770.3 
ALL Allstate Corporation
-0.49%
-$10,206.4 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$4,045.32 
CF CF Industries Holdings, Inc.
-0.46%
-$2,013.76 
IEV iShares Europe ETF
-0.44%
-$2,279.64 
TEL TE Connectivity plc
-0.43%
-$2,802.61 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$1,946.74 
MBB iShares MBS ETF
-0.4%
-$1,664.26 
EWW iShares MSCI Mexico ETF
-0.39%
-$2,404.5 
MDT Medtronic plc
-0.37%
-$3,333.76 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.36%
-$961.69 
TMUS T-Mobile US, Inc.
-0.36%
-$2,010.93 
DG Dollar General Corporation
-0.35%
-$3,516.73 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$1,804.11 
AAA Alternative Access First Priority CLO Bond ETF
-0.34%
-$1,430.38 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$2,967.18 
TFC Truist Financial Corporation
-0.33%
-$2,178.87 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$11,780.3 
SWKS Skyworks Solutions Inc.
-0.32%
-$1,293.6 
DTH WisdomTree International High Dividend Fund
-0.31%
-$1,561.86 
RY Royal Bank of Canada
-0.29%
-$1,259.06 
EWD iShares MSCI Sweden ETF
-0.27%
-$3,251.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,173.5 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$4,605.48 
KR Kroger Co.
-0.21%
-$1,140.36 
CE Celanese Corporation
-0.2%
-$422.46 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$7,856.05 
BKNG Booking Holdings Inc.
-0.18%
-$1,841.21 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,951.9 
FITB Fifth Third Bancorp
-0.16%
-$1,750.41 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$386.88 
ELV Elevance Health, Inc.
-0.15%
-$323.11 
TPR Tapestry Inc.
-0.14%
-$1,695.54 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$457.44 
KIM Kimco Realty Corporation
-0.12%
-$646.59 
EZU iShares MSCI Eurozone ETF
-0.12%
-$2,181.68 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$876.3 
CFG Citizens Financial Group, Inc.
-0.11%
-$2,281.12 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,108.2 
ALB Albemarle Corporation
-0.1%
-$1,253.76 
EWI iShares MSCI Italy ETF
-0.1%
-$1,379.94 
KEY KeyCorp
-0.09%
-$601.14 
BINC iShares Flexible Income Active ETF
-0.08%
-$158.2 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$255.44 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$1,878.96 
V Visa Inc. Class A
-0.04%
-$82.45 
XEL Xcel Energy Inc.
-0.04%
-$145.83 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$80.26 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$102.12 
DABS DoubleLine Asset-Backed Securities ETF
-0.02%
-$47.18 
TGT Target Corporation
-0.01%
-$106.71 Events
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Dividends
Dividend Analysis
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| Trades 4084 | Longs Won 2758/4084 67% | Profit Factor 4.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $242,948.14 |
| Average Win $65,817.4 | Best Trade (Sep 01) $11.24M | Sharpe Ratio -20.1 |
| Average Loss -$30,446.06 | Worst Trade (Mar 31) -$1.34M | Z-Score 8.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1d | Expectancy $34,562.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
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Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAA Alternative Access First Priority CLO Bond ETF | 16,828 | $420,004.54 | $419,269.62 | - | -$734.92 | -0.17% | -0.34% |
| AAPL Apple Inc. | 115,979 | $20.47M | $35.83M | - | $15.36M | 75.05% | -7.354% |
| ABT Abbott Laboratories | 7,769 | $794,376.83 | $821,183.3 | - | $26,806.47 | 3.37% | +0.085% |
| ACLS Axcelis Technologies, Inc. | 2,435 | $461,311 | $317,475.3 | - | -$143,835.7 | -31.18% | +4.129% |
| ACN Accenture plc Class A | 2,577 | $639,592.37 | $427,575.84 | - | -$212,016.53 | -33.15% | +1.611% |
| ADM Archer-Daniels-Midland Co | 14,110 | $917,614.02 | $1.12M | - | $200,885.68 | 21.89% | -1.662% |
| AEM Agnico Eagle Mines Limited | 3,284 | $386,169 | $477,066.68 | - | $90,897.68 | 23.54% | -3.635% |
| AEO American Eagle Outfitters, Inc. | 37,883 | $440,283.17 | $650,829.94 | - | $210,546.77 | 47.82% | -0.751% |
| AER AerCap Holdings N.V. | 4,478 | $644,156.78 | $675,730.16 | - | $31,573.38 | 4.9% | -1.289% |
| AFL Aflac Inc. | 5,238 | $425,710.78 | $667,740.24 | - | $242,029.46 | 56.85% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,694 | $868,241.76 | $846,534.78 | - | -$21,706.98 | -2.5% | -0.256% |
| ALB Albemarle Corporation | 10,448 | $1.23M | $1.23M | - | -$1,428.56 | -0.12% | -0.102% |
| ALL Allstate Corporation | 7,851 | $1.24M | $2.07M | - | $829,260.66 | 66.66% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 1,562 | $334,517.92 | $743,746.28 | - | $409,228.36 | 122.33% | -1.904% |
| AMGN Amgen Inc. | 2,351 | $576,998.6 | $905,511.16 | - | $328,512.56 | 56.93% | -0.64% |
| AMP Ameriprise Financial, Inc. | 1,252 | $548,926.7 | $683,391.72 | - | $134,465.02 | 24.5% | +0.253% |
| AMZN Amazon.com Inc | 9,105 | $2.07M | $2.47M | - | $398,119.68 | 19.19% | +15.321% |
| APA APA Corporation | 18,820 | $798,720.8 | $702,362.4 | - | -$96,358.4 | -12.06% | +2.725% |
| APD Air Products and Chemicals, Inc. | 4,223 | $1.17M | $1.25M | - | $72,519.6 | 6.18% | -1.769% |
| APH Amphenol Corporation | 14,560 | $1.08M | $1.17M | - | $90,915.19 | 8.43% | +0.551% |
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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 - $5.85M, 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 - $514,972.78. 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 $21.48M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.74M, FS KKR Capital Corp - $1.62M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.04M, Janus Henderson AAA CLO ETF - $889,798.04, and PIMCO Multisector Bond Active ETF - $537,526.77. 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.
