Legacy Capital Group California Inc.

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
Tracking: 0 Updated: Jul 16 at 04:15 PM
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:
23.89%
Gain
Monthly
0.67%
Yearly
8.35%
Drawdown
24.17%
$293.1M
Equity
Holdings
$293.1M
Investment
$218.28M
$141.08M
Profit -$853,997.11
Realized
$66.26M
Unrealized
$74.82M
Dividends
$21.12M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0%
Profit
-$853,997.11
Win %
76%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$864,478.18
Win %
76%
This Month
Compared to last month
Gain
0.58%
Profit
$1.7M
Win %
76%
This Year
Compared to last year
Gain
12.98%
Profit
$33.68M
Win %
75%
Abbott Laboratories logo
ABT Abbott Laboratories
+10.41%
+$73,233.07
Cintas Corporation logo
CTAS Cintas Corporation
+6.98%
+$41,834.45
Molson Coors Beverage Company logo
TAP Molson Coors Beverage Company
+4.75%
+$19,693
British American Tobacco p.l.c. ADR logo
BTI British American Tobacco p.l.c. ADR
+4.38%
+$17,429.74
Stryker Corporation logo
SYK Stryker Corporation
+4.05%
+$34,756.47
Biogen Inc. logo
BIIB Biogen Inc.
+3.97%
+$22,714.83
Waste Management, Inc. logo
WM Waste Management, Inc.
+3.96%
+$23,298.94
Dollar General Corporation logo
DG Dollar General Corporation
+3.91%
+$38,010.06
Citizens Financial Group, Inc. logo
CFG Citizens Financial Group, Inc.
+3.88%
+$35,725.44
C.H. Robinson Worldwide, Inc. logo
CHRW C.H. Robinson Worldwide, Inc.
+3.88%
+$25,484.82
Fresh Del Monte Produce Inc. logo
DMC Fresh Del Monte Produce Inc.
+3.54%
+$16,480.56
Allegion plc logo
ALLE Allegion plc
+3.52%
+$6,892.76
Intuit Inc. logo
INTU Intuit Inc.
+3.51%
+$21,724.3
HF Sinclair Corporation logo
DINO HF Sinclair Corporation
+3.46%
+$61,094.3
Medtronic plc logo
MDT Medtronic plc
+3.44%
+$29,553.13
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+3.39%
+$44,819.38
Vodafone Group Public Limited Company American Depositary Receipt logo
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.28%
+$27,389.34
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
+3.21%
+$22,676.61
KT Corporation logo
KT KT Corporation
+3.17%
+$9,274.65
Tenet Healthcare Corporation logo
THC Tenet Healthcare Corporation
+3.1%
+$8,465.46
Starbucks Corporation logo
SBUX Starbucks Corporation
+3.07%
+$10,768.82
Vipshop Holdings Ltd - ADR logo
VIPS Vipshop Holdings Ltd - ADR
+2.99%
+$9,476.65
Cencora, Inc. logo
COR Cencora, Inc.
+2.98%
+$15,876.77
Whirlpool Corporation logo
WHR Whirlpool Corporation
+2.9%
+$10,246.88
Accenture plc Class A logo
ACN Accenture plc Class A
+2.9%
+$20,972.1
T-Mobile US, Inc. logo
TMUS T-Mobile US, Inc.
+2.82%
+$17,324.75
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+2.81%
+$18,684.73
Amgen Inc. logo
AMGN Amgen Inc.
+2.79%
+$23,973.95
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
+2.77%
+$21,620.78
Tapestry Inc. logo
TPR Tapestry Inc.
+2.67%
+$30,506.77
Omnicom Group Inc. logo
OMC Omnicom Group Inc.
+2.64%
+$17,438.86
Globus Medical Inc. logo
GMED Globus Medical Inc.
+2.61%
+$5,645.7
Salesforce Inc logo
CRM Salesforce Inc
+2.59%
+$22,290.84
International Paper Company logo
IP International Paper Company
+2.56%
+$11,917.32
Kimco Realty Corporation logo
KIM Kimco Realty Corporation
+2.55%
+$11,948.8
Zimmer Biomet Holdings, Inc. logo
ZBH Zimmer Biomet Holdings, Inc.
+2.52%
+$5,082.35
Kroger Co. logo
KR Kroger Co.
+2.48%
+$13,601
PPG Industries Inc. logo
PPG PPG Industries Inc.
+2.47%
+$16,820.7
Mastercard Incorporated logo
MA Mastercard Incorporated
+2.36%
+$11,248.13
Fifth Third Bancorp logo
FITB Fifth Third Bancorp
+2.32%
+$26,752.05
Hormel Foods Corporation logo
HRL Hormel Foods Corporation
+2.27%
+$15,322.17
Veeva Systems Inc. logo
VEEV Veeva Systems Inc.
+2.24%
+$17,999.81
Healthpeak Properties, Inc. logo
DOC Healthpeak Properties, Inc.
+2.21%
+$15,095.04
The Wendy's Company logo
WEN The Wendy's Company
+2.15%
+$9,869.76
Deckers Outdoor Corporation logo
DECK Deckers Outdoor Corporation
+2.15%
+$5,063.56
Health Care Select Sector SPDR Fund logo
XLV Health Care Select Sector SPDR Fund
+2.11%
+$10,343.98
Prudential Financial, Inc. logo
PRU Prudential Financial, Inc.
+2.06%
+$18,253.74
Truist Financial Corporation logo
TFC Truist Financial Corporation
+2.01%
+$13,942.18
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
+1.98%
+$16,810.37
Meritage Homes Corporation logo
MTH Meritage Homes Corporation
+1.98%
+$12,842.28
SM Energy Company logo
SM SM Energy Company
+1.96%
+$18,273.65
US Foods Holding Corp logo
USFD US Foods Holding Corp
+1.91%
+$10,115.8
Walmart Inc. logo
WMT Walmart Inc.
+1.88%
+$7,895.14
Alexandria Real Estate Equities, Inc. logo
ARE Alexandria Real Estate Equities, Inc.
+1.82%
+$7,797.73
Novo Nordisk A/S Sponsored ADR logo
NVO Novo Nordisk A/S Sponsored ADR
+1.79%
+$9,135.07
Gen Digital Inc. logo
GEN Gen Digital Inc.
+1.76%
+$16,525.17
KeyCorp logo
KEY KeyCorp
+1.74%
+$12,568.57
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
+1.73%
+$9,549.54
Elanco Animal Health Incorporated logo
ELAN Elanco Animal Health Incorporated
+1.68%
+$5,366.4
The Walt Disney Company logo
DIS The Walt Disney Company
+1.67%
+$20,470.12
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+1.67%
+$15,129.24
Chevron Corporation logo
CVX Chevron Corporation
+1.61%
+$14,550.36
Procter & Gamble Co logo
PG Procter & Gamble Co
+1.59%
+$3,259.44
Dt Midstream Inc. logo
DTM Dt Midstream Inc.
+1.58%
+$9,022.9
Labcorp Holdings Inc. logo
LH Labcorp Holdings Inc.
+1.58%
+$7,572.09
Deere & Company logo
DE Deere & Company
+1.57%
+$11,583.68
CF Industries Holdings, Inc. logo
CF CF Industries Holdings, Inc.
+1.54%
+$4,993.06
Target Corporation logo
TGT Target Corporation
+1.51%
+$11,465.88
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+1.49%
+$5,372.85
Autoliv, Inc. logo
ALV Autoliv, Inc.
+1.48%
+$5,650.1
Aflac Inc. logo
AFL Aflac Inc.
+1.45%
+$9,450
PDD Holdings Inc. American Depositary Shares logo
PDD PDD Holdings Inc. American Depositary Shares
+1.41%
+$11,401.83
CVS Health Corporation logo
CVS CVS Health Corporation
+1.41%
+$30,187.4
U.S. Bancorp logo
USB U.S. Bancorp
+1.36%
+$10,040.26
Cardinal Health Inc. logo
CAH Cardinal Health Inc.
+1.36%
+$30,042.5
SAP SE Sponsored ADR logo
SAP SAP SE Sponsored ADR
+1.35%
+$4,409.58
Archer-Daniels-Midland Co logo
ADM Archer-Daniels-Midland Co
+1.33%
+$15,768
Pfizer Inc. logo
PFE Pfizer Inc.
+1.33%
+$12,711.27
Bunge Global S.A. logo
BG Bunge Global S.A.
+1.32%
+$5,138.44
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
+1.22%
+$3,076.06
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+1.22%
+$7,799.76
International Business Machines Corporation logo
IBM International Business Machines Corporation
+1.21%
+$11,837.15
Xcel Energy Inc. logo
XEL Xcel Energy Inc.
+1.19%
+$4,672.74
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
+1.12%
+$6,113.77
Microsoft Corp. logo
MSFT Microsoft Corp.
+1.11%
+$29,922.31
BrightSpire Capital Inc. logo
BRSP BrightSpire Capital Inc.
+1.1%
+$2,100
Cognizant Technology Solutions Corporation logo
CTSH Cognizant Technology Solutions Corporation
+1.06%
+$6,481.4
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.05%
+$15,510.9
Hasbro Inc. logo
HAS Hasbro Inc.
+1.04%
+$5,898.48
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
+1.03%
+$12,832.05
Devon Energy Corporation logo
DVN Devon Energy Corporation
+1%
+$9,875.38
Apple Inc. logo
AAPL Apple Inc.
+0.97%
+$368,892.9
Medpace Holdings Inc. logo
MEDP Medpace Holdings Inc.
+0.97%
+$3,343.36
Suncor Energy Inc. logo
SU Suncor Energy Inc.
+0.96%
+$4,742.01
AstraZeneca PLC American Depositary Shares logo
AZN AstraZeneca PLC American Depositary Shares
+0.93%
+$2,778.36
Vertex Pharmaceuticals Incorporated logo
VRTX Vertex Pharmaceuticals Incorporated
+0.68%
+$7,019.58
Range Resources Corporation logo
RRC Range Resources Corporation
+0.62%
+$1,714.95
Magna International Inc. logo
MGA Magna International Inc.
+0.62%
+$2,612.93
American Eagle Outfitters, Inc. logo
AEO American Eagle Outfitters, Inc.
+0.6%
+$4,081.56
FS KKR Capital Corp. logo
FSK FS KKR Capital Corp.
+0.6%
+$8,364.78
HDFC Bank Limited ADR logo
HDB HDFC Bank Limited ADR
+0.59%
+$1,376.87
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+0.56%
+$3,357.79
Canadian Natural Resources Limited logo
CNQ Canadian Natural Resources Limited
+0.55%
+$2,519.2
Cboe Global Markets Inc. logo
CBOE Cboe Global Markets Inc.
+0.52%
+$5,598.72
Amazon.com Inc logo
AMZN Amazon.com Inc
+0.52%
+$6,651.48
American Express Company logo
AXP American Express Company
+0.51%
+$2,805.99
Ameriprise Financial, Inc. logo
AMP Ameriprise Financial, Inc.
+0.51%
+$3,429.86
Consumer Discretionary Select Sector SPDR Fund logo
XLY Consumer Discretionary Select Sector SPDR Fund
+0.5%
+$2,782.26
Tidewater Inc. logo
TDW Tidewater Inc.
+0.49%
+$3,329.26
Koninklijke Philips N.V. logo
PHG Koninklijke Philips N.V.
+0.48%
+$1,685.84
APA Corporation logo
APA APA Corporation
+0.45%
+$3,030.25
Alibaba Group Holding Limited SP ADR logo
BABA Alibaba Group Holding Limited SP ADR
+0.45%
+$1,231.42
Embraer S.A. Sponsored American Depositary Receipt logo
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.42%
+$1,859.28
VictoryShares Free Cash Flow ETF logo
VFLO VictoryShares Free Cash Flow ETF
+0.41%
+$21,075.99
HSBC Holdings plc Sponsored ADR logo
HSBC HSBC Holdings plc Sponsored ADR
+0.41%
+$4,295.16
General Dynamics Corporation logo
GD General Dynamics Corporation
+0.4%
+$8,191.4
Communication Services Select Sector SPDR Fund logo
XLC Communication Services Select Sector SPDR Fund
+0.29%
+$2,213.31
iShares MSCI United Kingdom ETF logo
EWU iShares MSCI United Kingdom ETF
+0.29%
+$3,492.86
EQT Corporation logo
EQT EQT Corporation
+0.28%
+$2,245.32
Imperial Oil Limited logo
IMO Imperial Oil Limited
+0.27%
+$827.64
Utilities Select Sector SPDR Fund logo
XLU Utilities Select Sector SPDR Fund
+0.22%
+$448.5
Allstate Corporation logo
ALL Allstate Corporation
+0.18%
+$3,552.56
DoubleLine Asset-Backed Securities ETF logo
DABS DoubleLine Asset-Backed Securities ETF
+0.14%
+$358.69
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
+0.13%
+$979.2
Alphabet Inc logo
GOOGL Alphabet Inc
+0.1%
+$3,768.45
Alphabet Inc logo
GOOG Alphabet Inc
+0.1%
+$1,670.61
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
+0.03%
+$299.07
Janus Henderson AAA CLO ETF logo
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$260.13
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.03%
+$228.56
SPDR Bloomberg Investment Grade Floating Rate ETF logo
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$456.68
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$116.05
Northrop Grumman Corporation logo
NOC Northrop Grumman Corporation
+0.01%
+$20.93
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$463.89
logo
FSSL
0%
$0
PIMCO Enhanced Low Duration Active Exchange-Traded Fund logo
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
0%
$0
Natcore Technology Inc. logo
NTCXF Natcore Technology Inc.
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Corning Incorporated logo
GLW Corning Incorporated
-10.1%
-$148,166.66
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
-9.05%
-$213,918.24
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
-8.78%
-$201,240.39
Nokia Corporation Sponsored ADR logo
NOK Nokia Corporation Sponsored ADR
-7.87%
-$32,026.38
Trilogy Metals Inc. logo
TMQ Trilogy Metals Inc.
-7.55%
-$24,484.71
Lumentum Holdings Inc. logo
LITE Lumentum Holdings Inc.
-6.88%
-$17,477.98
Kulicke & Soffa Industries, Inc. logo
KLIC Kulicke & Soffa Industries, Inc.
-6.85%
-$101,568
Vistra Corp logo
VST Vistra Corp
-6.38%
-$21,983.75
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-6.35%
-$187,263.57
Denison Mines Corp. logo
DNN Denison Mines Corp.
-6.13%
-$1,927.33
Cohu Inc. logo
COHU Cohu Inc.
-5.89%
-$28,978.56
Intel Corporation logo
INTC Intel Corporation
-5.49%
-$32,662.65
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-5.46%
-$128,817.94
MasTec, Inc. Common Stock logo
MTZ MasTec, Inc. Common Stock
-5.43%
-$15,322.38
General Electric Company logo
GE General Electric Company
-5.19%
-$25,763.23
Albemarle Corporation logo
ALB Albemarle Corporation
-4.86%
-$27,209.4
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
-4.83%
-$17,160.75
Eaton Corporation plc logo
ETN Eaton Corporation plc
-4.77%
-$37,687.2
Freeport-McMoRan Inc. logo
FCX Freeport-McMoRan Inc.
-4.74%
-$13,421.16
Lam Research Corporation logo
LRCX Lam Research Corporation
-4.56%
-$77,504.96
First Solar, Inc. logo
FSLR First Solar, Inc.
-4.47%
-$10,650
Comfort Systems USA, Inc. logo
FIX Comfort Systems USA, Inc.
-4.37%
-$45,767.67
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-4.31%
-$62,976.25
Hewlett Packard Enterprise Company logo
HPE Hewlett Packard Enterprise Company
-4.26%
-$71,796.86
Alcoa Corporation logo
AA Alcoa Corporation
-4.18%
-$6,319.39
EnerSys logo
ENS EnerSys
-4.14%
-$14,053.26
Fabrinet logo
FN Fabrinet
-4.06%
-$14,214.63
Curtiss-Wright Corporation logo
CW Curtiss-Wright Corporation
-3.93%
-$22,828.05
Cameco Corporation logo
CCJ Cameco Corporation
-3.92%
-$24,468.78
Morgan Stanley logo
MS Morgan Stanley
-3.9%
-$39,974.86
NexGen Energy Ltd. logo
NXE NexGen Energy Ltd.
-3.89%
-$14,978.52
Benchmark Electronics Inc. logo
BHE Benchmark Electronics Inc.
-3.88%
-$11,354.94
Newmont Corporation logo
NEM Newmont Corporation
-3.75%
-$66,902.55
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-3.68%
-$72,072.23
BARRICK MINING CORP Common Stock (ABR0) logo
B BARRICK MINING CORP Common Stock (ABR0)
-3.62%
-$20,307.3
Broadcom Inc. logo
AVGO Broadcom Inc.
-3.58%
-$50,309.56
Kinross Gold Corporation logo
KGC Kinross Gold Corporation
-3.53%
-$10,983.59
Alamos Gold Inc. logo
AGI Alamos Gold Inc.
-3.48%
-$6,239.78
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
-3.44%
-$16,484.19
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-3.35%
-$62,506.62
NRG Energy, Inc. logo
NRG NRG Energy, Inc.
-3.28%
-$20,868.84
Caterpillar Inc. logo
CAT Caterpillar Inc.
-3.18%
-$33,034.88
iShares Silver Trust logo
SLV iShares Silver Trust
-3.17%
-$9,114.08
Carpenter Technology Corporation logo
CRS Carpenter Technology Corporation
-3.15%
-$21,070.64
Jabil Inc. logo
JBL Jabil Inc.
-3.15%
-$42,953.7
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
-3.12%
-$59,348.32
Cummins Inc. logo
CMI Cummins Inc.
-3.1%
-$41,620.32
Virtu Financial, Inc. logo
VIRT Virtu Financial, Inc.
-2.9%
-$13,011.68
iShares MSCI USA Momentum Factor ETF logo
MTUM iShares MSCI USA Momentum Factor ETF
-2.84%
-$11,441.43
GE Vernova Inc. logo
GEV GE Vernova Inc.
-2.82%
-$11,572.75
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-2.77%
-$92,484.78
UBS Group AG logo
UBS UBS Group AG
-2.76%
-$48,409
United Airlines Holdings, Inc. logo
UAL United Airlines Holdings, Inc.
-2.57%
-$9,258.47
NetApp, Inc. logo
NTAP NetApp, Inc.
-2.51%
-$8,367.92
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
-2.49%
-$65,187.57
Roivant Sciences Ltd logo
ROIV Roivant Sciences Ltd
-2.41%
-$13,904.52
KLA Corporation logo
KLAC KLA Corporation
-2.4%
-$22,530.2
ArcelorMittal S.A. logo
MT ArcelorMittal S.A.
-2.25%
-$11,555.04
iShares MSCI Emerging Markets ETF logo
EEM iShares MSCI Emerging Markets ETF
-2.07%
-$43,725.36
Amphenol Corporation logo
APH Amphenol Corporation
-1.96%
-$12,249.16
Invesco DB Precious Metals Fund logo
DBP Invesco DB Precious Metals Fund
-1.93%
-$7,275.28
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-1.93%
-$12,290.75
Citigroup Inc. logo
C Citigroup Inc.
-1.86%
-$50,531.18
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
-1.86%
-$13,823.55
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
-1.85%
-$15,040.97
SPDR Gold Shares logo
GLD SPDR Gold Shares
-1.73%
-$12,403.47
Celanese Corporation logo
CE Celanese Corporation
-1.72%
-$3,436.02
Digital Realty Trust, Inc. logo
DLR Digital Realty Trust, Inc.
-1.72%
-$12,073.96
Core Natural Resources, Inc. logo
CNR Core Natural Resources, Inc.
-1.6%
-$7,904.64
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-1.52%
-$27,418.28
iShares MSCI Peru and Global Exposure ETF logo
EPU iShares MSCI Peru and Global Exposure ETF
-1.5%
-$12,379.9
Bruker Corporation logo
BRKR Bruker Corporation
-1.48%
-$11,264.76
Tesla, Inc. logo
TSLA Tesla, Inc.
-1.47%
-$9,641.04
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$7,471.94
Ferroglobe PLC logo
GSM Ferroglobe PLC
-1.34%
-$3,387.28
iShares MSCI Israel ETF logo
EIS iShares MSCI Israel ETF
-1.29%
-$17,456.61
eBay Inc. logo
EBAY eBay Inc.
-1.28%
-$4,972.32
ING Groep N.V. Sponsored ADR logo
ING ING Groep N.V. Sponsored ADR
-1.28%
-$4,191.77
Deutsche Bank AG logo
DB Deutsche Bank AG
-1.22%
-$4,290.24
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.19%
-$10,942.61
Carnival Corporation Ltd. logo
CCL Carnival Corporation Ltd.
-1.13%
-$4,169.7
Banco Santander S.A. Sponsored ADR logo
SAN Banco Santander S.A. Sponsored ADR
-1.12%
-$3,850.97
General Motors Company logo
GM General Motors Company
-1.11%
-$16,935.12
TotalEnergies SE logo
TTE TotalEnergies SE
-1.09%
-$7,917.36
iShares MSCI USA Value Factor ETF logo
VLUE iShares MSCI USA Value Factor ETF
-1.09%
-$5,752.52
RTX Corporation logo
RTX RTX Corporation
-1.08%
-$18,895.14
TE Connectivity plc logo
TEL TE Connectivity plc
-0.97%
-$6,296.55
iShares MSCI Brazil ETF logo
EWZ iShares MSCI Brazil ETF
-0.96%
-$5,844.99
Boeing Company logo
BA Boeing Company
-0.94%
-$3,786.24
iShares MSCI Singapore ETF logo
EWS iShares MSCI Singapore ETF
-0.86%
-$11,033.55
Zscaler Inc. logo
ZS Zscaler Inc.
-0.84%
-$5,386.25
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-0.77%
-$12,158.72
Petrobras S.A. Sponsored ADR logo
PBR Petrobras S.A. Sponsored ADR
-0.73%
-$2,301.65
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
-0.72%
-$6,226.56
iShares MSCI UAE ETF logo
UAE iShares MSCI UAE ETF
-0.7%
-$3,734.1
Schlumberger Limited logo
SLB Schlumberger Limited
-0.67%
-$2,624.32
AerCap Holdings N.V. logo
AER AerCap Holdings N.V.
-0.66%
-$4,151.6
The Toronto-Dominion Bank logo
TD The Toronto-Dominion Bank
-0.64%
-$2,853.6
iShares MSCI Eurozone ETF logo
EZU iShares MSCI Eurozone ETF
-0.63%
-$10,578.33
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$4,268.1
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-0.54%
-$12,560.14
iShares MSCI Italy ETF logo
EWI iShares MSCI Italy ETF
-0.53%
-$7,325.5
Ford Motor Company logo
F Ford Motor Company
-0.53%
-$2,458.87
Simplify Managed Futures Strategy ETF logo
CTA Simplify Managed Futures Strategy ETF
-0.52%
-$5,017.6
iShares MSCI Sweden ETF logo
EWD iShares MSCI Sweden ETF
-0.49%
-$5,526.71
Astoria U.S. Equity Weighted Quality Kings ETF logo
ROE Astoria U.S. Equity Weighted Quality Kings ETF
-0.47%
-$14,575.93
PIMCO Commodity Strategy Active Exchange-Traded Fund logo
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
-0.47%
-$1,007.85
Hilton Worldwide Holdings Inc. logo
HLT Hilton Worldwide Holdings Inc.
-0.45%
-$3,995.43
argenx SE American Depositary Receipt logo
ARGX argenx SE American Depositary Receipt
-0.41%
-$2,157.36
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.38%
-$1,033.05
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$21,311.03
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.38%
-$1,380.74
Synchrony Financial logo
SYF Synchrony Financial
-0.35%
-$2,629.9
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$2,652.73
Barclays PLC Sponsored ADR logo
BCS Barclays PLC Sponsored ADR
-0.34%
-$3,957.13
ISHARES RUSSELL 3000 ETF logo
IWV ISHARES RUSSELL 3000 ETF
-0.33%
-$1,386.73
iShares Dow Jones U.S. ETF logo
IYY iShares Dow Jones U.S. ETF
-0.33%
-$3,793.19
iShares MSCI Mexico ETF logo
EWW iShares MSCI Mexico ETF
-0.3%
-$1,754.55
SPDR Portfolio S&P 1500 Composite Stock Market ETF logo
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.28%
-$15,671.02
Industrial Select Sector SPDR Fund logo
XLI Industrial Select Sector SPDR Fund
-0.28%
-$2,383
iShares Europe ETF logo
IEV iShares Europe ETF
-0.25%
-$881.28
Global X MSCI Greece ETF logo
GREK Global X MSCI Greece ETF
-0.22%
-$1,455.37
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF logo
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.22%
-$624.5
iMGP DBi Managed Futures Strategy ETF logo
DBMF iMGP DBi Managed Futures Strategy ETF
-0.21%
-$2,523.24
T. Rowe Price Small-Mid Cap ETF logo
TMSL T. Rowe Price Small-Mid Cap ETF
-0.2%
-$7,463.94
Royal Bank of Canada logo
RY Royal Bank of Canada
-0.2%
-$2,062.28
Oceaneering International, Inc. logo
OII Oceaneering International, Inc.
-0.19%
-$1,170.16
iShares MSCI Hong Kong ETF logo
EWH iShares MSCI Hong Kong ETF
-0.14%
-$782.82
PIMCO Multisector Bond Active ETF logo
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$4,376.52
iShares 5-10 Year Investment Grade Corporate Bond ETF logo
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.1%
-$812.51
iShares 3-7 Year Treasury Bond ETF logo
IEI iShares 3-7 Year Treasury Bond ETF
-0.1%
-$335.45
Antero Resources Corporation logo
AR Antero Resources Corporation
-0.07%
-$377.65
iShares MBS ETF logo
MBB iShares MBS ETF
-0.07%
-$297.89
Alternative Access First Priority CLO Bond ETF logo
AAA Alternative Access First Priority CLO Bond ETF
-0.06%
-$252.42
Bank of America Corporation logo
BAC Bank of America Corporation
-0.06%
-$985.85
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
-0.06%
-$161.49
Angel Oak Income ETF logo
CARY Angel Oak Income ETF
-0.05%
-$743.27
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$387.4
iShares 1-5 Year Investment Grade Corporate Bond ETF logo
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$81.84
BondBloxx Bloomberg One Year Target Duration US Treasury ETF logo
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
-0.02%
-$41.97
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Dividends

Dividend Analysis

Yearly
$
Trades
3792
Longs Won
2458/3792 64%
Profit Factor
6.33
Profitability
Shorts Won
0/0 0%
Standard Deviation
$261,257.58
Average Win
$68,145.27
Best Trade
(Jul 17) $12.24M
Sharpe Ratio
-80.59
Average Loss
-$19,830.96
Worst Trade
(Mar 31) -$1.34M
Z-Score
-5.91 (100%)
Commissions
$0
Avg. Trade Length
1y 2m 3w 5d
Expectancy
$37,203.83
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 14,706 13,235 11,765 10,294 8,824 7,353 5,882 4,412 2,941 1,471
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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Account USV