Jorge Paganin Portfolio
Invests via Abacus Wealth Partners, LLC | Managed by Lindsey Woodward Rafkind, Matthew Rivera, Walter Yu
Invests via Abacus Wealth Partners, LLC
Managed by Lindsey Woodward Rafkind, Matthew Rivera, Walter Yu
Automatically Tracked
Jorge Paganin Profile
Business executive and investor focused on corporate finance, M&A and value creation across Latin America and international markets. Jorge Paganin combines operational leadership in growth and turnaround situations with private equity and strategic advisory experience, serving on corporate boards and leading transactional work for mid-market companies. Market-facing skills include capital raising, portfolio optimisation and cross-border deal execution, with sector experience spanning industrials, consumer and financial services.
Business executive and investor focused on corporate finance, M&A and value creation across Latin America and international markets. Jorge Paganin combines operational leadership in growth and turnaround situations with private equity and strategic advisory experience, serving on corporate boards and leading transactional work for mid-market companies. Market-facing skills include capital raising, portfolio optimisation and cross-border deal execution, with sector experience spanning industrials, consumer and financial services.
Investment Philosophy & Strategy
Focuses on value-oriented, operationally driven investments in mid-market companies across Latin America and select international markets. Prefers control or strong governance positions enabling active turnaround, margin expansion and strategic M&A to unlock value. Combines rigorous corporate‑finance underwriting with a hands‑on approach to capital allocation, portfolio optimisation and cross‑border execution. Time horizon is medium to long term, targeting durable cash‑flow improvement and exit optionality via trade sales or sponsored secondary processes. Risk discipline emphasizes capital efficiency, sector diversification across industrials, consumer and financial services, and measurable operational KPIs.
Focuses on value-oriented, operationally driven investments in mid-market companies across Latin America and select international markets. Prefers control or strong governance positions enabling active turnaround, margin expansion and strategic M&A to unlock value. Combines rigorous corporate‑finance underwriting with a hands‑on approach to capital allocation, portfolio optimisation and cross‑border execution. Time horizon is medium to long term, targeting durable cash‑flow improvement and exit optionality via trade sales or sponsored secondary processes. Risk discipline emphasizes capital efficiency, sector diversification across industrials, consumer and financial services, and measurable operational KPIs.
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:
1.4%
Gain
Monthly
0.19%
Yearly
2.27%
Drawdown
47.65%
$1.21B
Equity
Holdings
$1.21B
Investment
$990.77M
$240.5M
Profit +$676,433.85
Realized
$25.11M
Unrealized
$215.39M
Dividends
$56.73M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$676,433.85
Win %
74%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$2.34M
Win %
74%
This Month
Compared to last month
Gain
0.15%
Profit
$1.84M
Win %
74%
This Year
Compared to last year
Gain
10.87%
Profit
$118.28M
Win %
71%
ABT Abbott Laboratories
+10.41%
+$153,424.35 
KFRC Kforce Inc.
+6.83%
+$47,363.63 
LRN Stride, Inc.
+5.85%
+$26,332.48 
MCK McKesson Corporation
+4.67%
+$35,498.34 
AVAV AeroVironment Inc.
+4.57%
+$7,656.15 
TME Tencent Music Entertainment Group
+4.29%
+$11,000.62 
AMRX Amneal Pharmaceuticals Inc.
+4.24%
+$17,095.14 
VRSK Verisk Analytics Inc.
+4.2%
+$27,460.42 
CAL Caleres Inc.
+4.14%
+$12,755.5 
ACCO Acco Brands Corporation
+4.03%
+$1,802.72 
APEI American Public Education, Inc.
+3.98%
+$9,335.48 
BIIB Biogen Inc.
+3.97%
+$71,667.99 
HQY HealthEquity Inc.
+3.94%
+$10,200 
QSR Restaurant Brands International Inc.
+3.9%
+$8,120.9 
IT Gartner Inc.
+3.89%
+$9,131.22 
UNFI United Natural Foods Inc.
+3.77%
+$28,041.09 
UNH UnitedHealth Group Incorporated
+3.73%
+$40,112.19 
SABR Sabre Corporation
+3.69%
+$10,620.42 
HURN Huron Consulting Group Inc.
+3.67%
+$14,752.12 
BSX Boston Scientific Corporation
+3.65%
+$9,730.86 
INTU Intuit Inc.
+3.51%
+$12,641.38 
XPEV Xpeng Inc.
+3.48%
+$22,321.92 
R Ryder System Inc.
+3.46%
+$9,708.15 
MDT Medtronic plc
+3.44%
+$15,495.38 
MRK Merck & Co., Inc.
+3.39%
+$66,402.65 
MBWM Mercantile Bank Corporation
+3.31%
+$12,076.93 
UNP Union Pacific Corporation
+3.3%
+$16,241.12 
SMPL Simply Good Foods Co.
+3.28%
+$5,935.02 
ADP Automatic Data Processing Inc.
+3.17%
+$27,522.14 
KT KT Corporation
+3.17%
+$11,880.55 
ABBV AbbVie Inc.
+3.17%
+$100,318.14 
LI Li Auto Inc.
+3.1%
+$9,601.26 
KSS Kohl's Corporation
+3.1%
+$8,431.24 
SBUX Starbucks Corporation
+3.07%
+$7,700.32 
XYL Xylem Inc.
+3.07%
+$54,154.05 
NDAQ Nasdaq, Inc.
+3.06%
+$22,167.6 
ONB Old National Bancorp
+3.05%
+$7,605.64 
LAD Lithia Motors Inc.
+3.04%
+$12,156.48 
BY Byline Bancorp Inc.
+3.02%
+$23,835.09 
SBH Sally Beauty Holdings Inc.
+3.01%
+$10,117.52 
EAT Brinker International Inc.
+3%
+$7,543.19 
VIPS Vipshop Holdings Ltd - ADR
+2.99%
+$13,614.02 
OSBC Old Second Bancorp, Inc.
+2.98%
+$7,997.1 
TBBK The Bancorp, Inc.
+2.97%
+$9,080.19 
RCI Rogers Communications Inc.
+2.97%
+$12,190.65 
AWK American Water Works Company, Inc.
+2.93%
+$23,892.16 
EBC Eastern Bankshares, Inc.
+2.91%
+$8,399.82 
FELE Franklin Electric Co., Inc.
+2.91%
+$10,976.08 
ACN Accenture plc Class A
+2.9%
+$16,051.05 
BR Broadridge Financial Solutions, Inc.
+2.88%
+$7,484.25 
WAL Western Alliance Bancorporation
+2.87%
+$9,054.55 
FMBH First Mid Bancshares Inc.
+2.84%
+$12,325.11 
CSX CSX Corporation
+2.82%
+$17,193.37 
VZ Verizon Communications Inc.
+2.81%
+$36,276.53 
AMGN Amgen Inc.
+2.79%
+$21,141.12 
PEBO Peoples Bancorp Inc.
+2.78%
+$14,583.24 
STAA Staar Surgical Company
+2.77%
+$9,251.69 
STN Stantec Inc.
+2.75%
+$15,820.81 
CAC Camden National Corporation
+2.72%
+$30,029.53 
BMI Badger Meter Inc.
+2.72%
+$44,847.05 
ACIW ACI Worldwide, Inc.
+2.7%
+$13,846.14 
RDN Radian Group Inc.
+2.68%
+$6,772.05 
INFY Infosys Limited
+2.67%
+$13,362.61 
QCRH QCR Holdings Inc.
+2.67%
+$22,323.21 
HCA HCA Healthcare Inc.
+2.66%
+$11,989.24 
AMAL Amalgamated Financial Corp.
+2.65%
+$86,289.71 
BIDU Baidu Inc.
+2.65%
+$8,516.65 
OMC Omnicom Group Inc.
+2.64%
+$41,126.52 
RF Regions Financial Corporation
+2.64%
+$10,111.89 
VNT Vontier Corporation
+2.63%
+$6,367.92 
TJX The TJX Companies, Inc.
+2.61%
+$7,868.18 
CRM Salesforce Inc
+2.59%
+$35,826.42 
ISRG Intuitive Surgical, Inc.
+2.56%
+$7,276.08 
RPM RPM International Inc.
+2.55%
+$5,465.25 
PEP PepsiCo, Inc.
+2.54%
+$5,614.08 
CP Canadian Pacific Kansas City Limited
+2.53%
+$6,952.44 
ROCK Gibraltar Industries Inc.
+2.52%
+$7,738.1 
T AT&T Inc.
+2.5%
+$6,319.42 
TILE Interface Inc.
+2.48%
+$18,518.13 
KR Kroger Co.
+2.48%
+$17,344.6 
SCSC ScanSource Inc.
+2.42%
+$12,368.52 
MSEX Middlesex Water Company
+2.41%
+$14,306.16 
FAST Fastenal Co.
+2.4%
+$10,882.56 
DAR Darling Ingredients Inc.
+2.37%
+$13,597.92 
MA Mastercard Incorporated
+2.36%
+$31,298.04 
ASB Associated Banc-Corp
+2.34%
+$25,405.45 
CMCSA Comcast Corp
+2.34%
+$8,726.85 
AWR American States Water Co.
+2.32%
+$16,168.02 
FITB Fifth Third Bancorp
+2.32%
+$27,896.65 
WSM Williams-Sonoma, Inc.
+2.32%
+$13,803 
SIG Signet Jewelers Ltd.
+2.31%
+$7,300.32 
BDX Becton, Dickinson and Company
+2.29%
+$7,060.23 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.29%
+$18,267.55 
COLB Columbia Banking System, Inc.
+2.27%
+$8,549.22 
PLMR Palomar Holdings Inc.
+2.26%
+$9,011.27 
UVSP Univest Financial Corporation
+2.26%
+$11,665.38 
WTFC Wintrust Financial Corporation
+2.24%
+$20,689.76 
GWW W.W. Grainger, Inc.
+2.22%
+$15,963.66 
COST Costco Wholesale Corporation
+2.21%
+$36,634.4 
HRB H&R Block Inc.
+2.2%
+$11,560.47 
URI United Rentals, Inc.
+2.18%
+$9,445.31 
CVSA Adtalem Global Education Inc.
+2.09%
+$8,670.86 
LOW Lowe's Companies Inc.
+2.09%
+$12,696.25 
SYY Sysco Corporation
+2.08%
+$5,327.28 
HBAN Huntington Bancshares Incorporated
+2.04%
+$11,106.25 
SHOP Shopify Inc.
+2.04%
+$14,684.04 
DOV Dover Corporation
+2.03%
+$5,480.05 
CUZ Cousins Properties Incorporated
+2.03%
+$10,206.99 
CWT California Water Service Group
+2.01%
+$16,386 
CCEP Coca-Cola Europacific Partners PLC
+2.01%
+$13,066.2 
BGS B&G Foods Inc.
+2%
+$1,233.08 
TTEK Tetra Tech, Inc.
+2%
+$9,937.5 
TCOM Trip.com Group Limited American Depositary Receipt
+1.98%
+$9,042.3 
REGN Regeneron Pharmaceuticals, Inc.
+1.98%
+$15,909.36 
MTH Meritage Homes Corporation
+1.98%
+$33,961.95 
ADBE Adobe Inc.
+1.97%
+$4,616.07 
BCE BCE Inc.
+1.97%
+$3,495.62 
HSY The Hershey Company
+1.97%
+$12,240.9 
PSO Pearson plc Sponsored ADR
+1.97%
+$22,537.45 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.97%
+$10,272.78 
PRGS Progress Software Corporation
+1.95%
+$12,229.92 
PLTK Playtika Holding Corp
+1.95%
+$1,801.04 
PRM Perimeter Solutions Inc.
+1.94%
+$12,771.2 
USFD US Foods Holding Corp
+1.91%
+$7,400 
WMT Walmart Inc.
+1.88%
+$12,110.81 
NJR New Jersey Resources Corporation
+1.87%
+$10,228.3 
SPGI S&P Global Inc.
+1.87%
+$26,427.2 
HALO Halozyme Therapeutics Inc.
+1.79%
+$9,265.68 
NVO Novo Nordisk A/S Sponsored ADR
+1.79%
+$16,409.46 
V Visa Inc. Class A
+1.79%
+$22,605.96 
J Jacobs Solutions Inc.
+1.77%
+$6,590.62 
KBH KB Home
+1.76%
+$25,052.11 
GEN Gen Digital Inc.
+1.76%
+$9,642.7 
LLY Eli Lilly and Company
+1.72%
+$53,749.9 
JD JD.com Inc.
+1.69%
+$7,647.75 
ZD Ziff Davis, Inc.
+1.69%
+$16,596.8 
SGI Somnigroup International Inc.
+1.68%
+$3,557.16 
DIS The Walt Disney Company
+1.67%
+$4,121 
ANF Abercrombie & Fitch Co.
+1.67%
+$8,448.37 
BMY Bristol-Myers Squibb Company
+1.67%
+$9,192.4 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
+1.67%
+$23,951.13 
MCO Moody's Corporation
+1.66%
+$7,798.95 
CVX Chevron Corporation
+1.61%
+$4,975.68 
PG Procter & Gamble Co
+1.59%
+$9,599.71 
HD The Home Depot, Inc.
+1.59%
+$3,606.4 
EIX Edison International
+1.58%
+$13,123.22 
PSN Parsons Corporation
+1.58%
+$3,384.89 
LNC Lincoln National Corporation
+1.57%
+$6,930.52 
DE Deere & Company
+1.57%
+$7,965.51 
MMS Maximus Inc.
+1.56%
+$6,080.69 
OSPN OneSpan Inc.
+1.56%
+$7,137.36 
MTDR Matador Resources Company
+1.55%
+$3,828.87 
GKOS Glaukos Corporation
+1.54%
+$6,155.14 
JLL Jones Lang LaSalle Inc.
+1.52%
+$10,925.1 
TGT Target Corporation
+1.51%
+$6,222.12 
MET MetLife Inc.
+1.51%
+$8,376.98 
XOM Exxon Mobil Corporation
+1.49%
+$6,639.2 
DFAT Dimensional US Targeted Value ETF
+1.47%
+$1.4M 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
+1.44%
+$5,144.03 
SHW The Sherwin-Williams Company
+1.44%
+$7,388.73 
CB Chubb Limited
+1.42%
+$4,345.02 
CAH Cardinal Health Inc.
+1.36%
+$10,476.75 
UPWK Upwork Inc.
+1.35%
+$3,276.12 
SAP SAP SE Sponsored ADR
+1.35%
+$12,135.79 
PFE Pfizer Inc.
+1.33%
+$13,392.72 
HTO SJW Group
+1.32%
+$11,453.17 
BG Bunge Global S.A.
+1.32%
+$10,360.61 
VGSR Vert Global Sustainable Real Estate ETF
+1.3%
+$1.88M 
TM Toyota Motor Corporation
+1.29%
+$11,685 
BMRN Biomarin Pharmaceutical Inc.
+1.27%
+$4,722.75 
PRMB Primo Brands Corp. Common Stock
+1.26%
+$3,785.36 
GVA Granite Construction Incorporated
+1.25%
+$6,552 
PH Parker-Hannifin Corporation
+1.25%
+$4,549.62 
DFGR Dimensional Global Real Estate ETF
+1.24%
+$8,972.07 
DHR Danaher Corporation
+1.23%
+$2,734.29 
HIG The Hartford Insurance Group, Inc.
+1.23%
+$24,210.3 
LEA Lear Corporation
+1.22%
+$3,883.43 
IBM International Business Machines Corporation
+1.21%
+$7,252.23 
LNN Lindsay Corporation
+1.14%
+$2,637.36 
YELP Yelp Inc.
+1.14%
+$3,733.2 
GILD Gilead Sciences Inc.
+1.12%
+$19,170.4 
MSI Motorola Solutions, Inc.
+1.11%
+$4,212.77 
MSFT Microsoft Corp.
+1.11%
+$124,368.98 
UBER Uber Technologies, Inc.
+1.07%
+$4,535.12 
PBYI Puma Biotechnology Inc.
+1.07%
+$1,007.91 
JNJ Johnson & Johnson
+1.05%
+$52,744.87 
NVS Novartis AG Sponsored ADR
+1.05%
+$29,208.3 
HAS Hasbro Inc.
+1.04%
+$2,862.72 
WF Woori Financial Group Inc. Sponsored ADR
+1.04%
+$23,078.22 
TBLA Taboola.com Ltd.
+1.01%
+$567.11 
WMS Advanced Drainage Systems, Inc.
+0.99%
+$5,707.5 
ES Eversource Energy
+0.99%
+$7,680.33 
AAPL Apple Inc.
+0.97%
+$238,504.46 
AZN AstraZeneca PLC American Depositary Shares
+0.93%
+$10,152.48 
SFM Sprouts Farmers Market, Inc.
+0.91%
+$2,302.12 
SNY Sanofi American Depositary Receipt
+0.9%
+$2,688.37 
NOAH Noah Holdings Ltd.
+0.89%
+$1,811.76 
WTS Watts Water Technologies Inc.
+0.89%
+$4,915.23 
TRV The Travelers Companies, Inc.
+0.89%
+$7,127.7 
TEX Terex Corporation
+0.89%
+$3,056.02 
AAMI Acadian Asset Management Inc.
+0.87%
+$4,679.28 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.86%
+$384,824.1 
AIZ Assurant Inc.
+0.86%
+$2,709.55 
BZH Beazer Homes USA Inc.
+0.85%
+$11,691.4 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.84%
+$2,978.18 
ABEV Ambev S.A.
+0.8%
+$326.58 
WLDN Willdan Group, Inc.
+0.8%
+$1,900.08 
INCY Incyte Corporation
+0.79%
+$1,946.49 
RAMP LiveRamp Holdings, Inc.
+0.78%
+$2,634.05 
RKT Rocket Companies, Inc. Class A
+0.77%
+$3,939.26 
OUT OUTFRONT Media Inc.
+0.75%
+$3,005 
GPS Gap Inc-The
+0.74%
+$1,725.15 
IWD iShares Russell 1000 Value ETF
+0.74%
+$3,416.88 
ITRI Itron Inc.
+0.68%
+$2,416.23 
VRTX Vertex Pharmaceuticals Incorporated
+0.68%
+$5,644.64 
CBRE CBRE Group Inc.
+0.65%
+$12,024.4 
LPLA LPL Financial Holdings Inc.
+0.63%
+$1,464.66 
MNKD MannKind Corporation
+0.61%
+$406.93 
FISV Fiserv, Inc.
+0.6%
+$2,470.2 
EMR Emerson Electric Co.
+0.59%
+$2,086.56 
HDB HDFC Bank Limited ADR
+0.59%
+$2,030.5 
DFAS Dimensional U.S. Small Cap ETF
+0.57%
+$5,763.34 
UNM Unum Group
+0.57%
+$4,583.89 
AROC Archrock Inc.
+0.56%
+$2,889.39 
PANW Palo Alto Networks, Inc.
+0.56%
+$3,325.36 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$7,496.76 
CBOE Cboe Global Markets Inc.
+0.52%
+$1,804.32 
AMZN Amazon.com Inc
+0.52%
+$28,977.96 
AXP American Express Company
+0.51%
+$5,468.6 
CRH CRH plc
+0.49%
+$991.44 
JXN Jackson Financial Inc.
+0.49%
+$2,406.45 
BMBL Bumble Inc.
+0.48%
+$158.41 
PHG Koninklijke Philips N.V.
+0.48%
+$3,932.63 
TMO Thermo Fisher Scientific Inc.
+0.47%
+$1,333.51 
IBN ICICI Bank Limited Sponsored ADR
+0.46%
+$1,607.58 
BABA Alibaba Group Holding Limited SP ADR
+0.45%
+$3,447.77 
SKM SK Telecom Co., Ltd.
+0.45%
+$1,257.3 
FTDR Frontdoor, Inc.
+0.41%
+$1,289.29 
AYI Acuity Brands Inc.
+0.41%
+$2,818.47 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+0.41%
+$14,455.5 
HSBC HSBC Holdings plc Sponsored ADR
+0.41%
+$6,225.03 
ILMN Illumina, Inc.
+0.4%
+$3,933 
TMHC Taylor Morrison Home Corporation
+0.35%
+$6,610.36 
VTV Vanguard Value ETF
+0.34%
+$1,384.5 
CARR Carrier Global Corporation
+0.34%
+$2,392.77 
PRF Invesco FTSE RAFI US 1000 ETF
+0.32%
+$2,317.53 
CAE CAE Inc.
+0.28%
+$882.91 
CM Canadian Imperial Bank of Commerce
+0.28%
+$1,749.64 
EVLV Evolv Technologies Holdings, Inc.
+0.26%
+$277.35 
TNL Travel + Leisure Co.
+0.25%
+$671.46 
RPD Rapid7 Inc.
+0.24%
+$371.37 
NUSC Nuveen ESG Small-Cap ETF
+0.23%
+$164,959.33 
CCO Clear Channel Outdoor Holdings, Inc.
+0.21%
+$594.02 
FIGR Figure Technology Solutions Inc Cl A
+0.19%
+$115,297.02 
VB Vanguard Small-Cap ETF
+0.19%
+$1,791.47 
VIV Telefonica Brasil S.A. ADR
+0.18%
+$1,861.3 
DFUV Dimensional US Marketwide Value ETF
+0.15%
+$11,509.93 
OGN Organon & Co.
+0.11%
+$516.75 
GOOGL Alphabet Inc
+0.1%
+$6,551.59 
GOOG Alphabet Inc
+0.1%
+$4,376.35 
CLB Core Laboratories Inc.
+0.09%
+$146.95 
PDS Precision Drilling Corporation
+0.09%
+$426.93 
ELF Elf Beauty Inc.
+0.06%
+$152.59 
NTES NetEase, Inc. American Depositary Receipt
+0.04%
+$130.5 
AKAM Akamai Technologies Inc.
+0.03%
+$140.8 
DFSU Dimensional US Sustainability Core 1 ETF
+0.03%
+$19,225.68 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$806.71 
NIO Nio Inc.
+0.02%
+$44.16 
NOC Northrop Grumman Corporation
+0.01%
+$24.68 
IWM iShares Russell 2000 ETF
+0.01%
+$25.8 
BEIGF BeiGene Ltd.
0%
$0 
BLD TopBuild Corp
0%
$0 
CSGS CSG Systems International, Inc.
0%
$0 
HTBK Heritage Commerce Corp
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PL PLANET LABS PBC
-12.81%
-$57,853.84 
RKLB Rocket Lab Corporation
-12.62%
-$54,852.67 
UMC United Microelectronics Corp. Sponsored ADR
-10.54%
-$146,794.49 
WDC Western Digital Corporation
-9.6%
-$108,251.96 
SHLS Shoals Technologies Group, Inc.
-9.56%
-$47,513.4 
APLD Applied Digital Corporation
-9.51%
-$23,923.68 
CLS Celestica Inc.
-9.44%
-$124,061.6 
CRDO Credo Technology Group Holding Ltd.
-9.18%
-$131,789.73 
MRVL Marvell Technology, Inc.
-9.05%
-$96,770.76 
STX Seagate Technology Holdings plc
-8.78%
-$64,169.93 
TNGX Tango Therapeutics Inc.
-7.9%
-$22,850.79 
NOK Nokia Corporation Sponsored ADR
-7.87%
-$82,262.52 
TGB Taseko Mines Ltd.
-7.46%
-$40,171.46 
FORM FormFactor Inc.
-7.43%
-$42,094.29 
FLNC Fluence Energy, Inc.
-7.22%
-$17,925.79 
WULF TeraWulf Inc.
-7.1%
-$31,216.62 
SITM SiTime Corporation
-6.96%
-$30,835.16 
STM STMicroelectronics N.V.
-6.92%
-$30,949.31 
LITE Lumentum Holdings Inc.
-6.88%
-$23,631.47 
IE Ivanhoe Electric Inc.
-6.53%
-$12,853.18 
RUN Sunrun Inc.
-6.38%
-$31,666.83 
MU Micron Technology, Inc.
-6.35%
-$141,581.13 
CIEN Ciena Corporation
-6.14%
-$37,254.43 
HL Hecla Mining Company
-5.89%
-$15,125.11 
ENPH Enphase Energy, Inc.
-5.7%
-$37,785.54 
BTBT Bit Digital, Inc.
-5.7%
-$959.67 
FLEX Flex Ltd.
-5.66%
-$100,704.06 
SQM Quimica y Minera Chilena S.A. ADR
-5.61%
-$11,432.51 
INTC Intel Corporation
-5.49%
-$80,687.65 
HBM Hudbay Minerals Inc.
-5.46%
-$49,420.8 
AMD Advanced Micro Devices, Inc.
-5.46%
-$384,865.97 
NRGV Energy Vault Holdings Inc.
-5.37%
-$16,773.4 
GE General Electric Company
-5.19%
-$19,892.65 
SEDG SolarEdge Technologies Inc.
-5.17%
-$43,958.16 
KTOS Kratos Defense & Security Solutions, Inc.
-5.01%
-$14,217.9 
ORCL Oracle Corporation
-4.91%
-$150,878 
VRT Vertiv Holdings Co
-4.83%
-$36,056.68 
SMTC Semtech Corporation
-4.82%
-$17,427.96 
ETN Eaton Corporation plc
-4.77%
-$72,678.24 
MYRG Myr Group Inc.
-4.67%
-$64,155.83 
WPM Wheaton Precious Metals Corp.
-4.62%
-$157,897.27 
LRCX Lam Research Corporation
-4.56%
-$30,763.46 
FSLR First Solar, Inc.
-4.47%
-$32,150 
FIX Comfort Systems USA, Inc.
-4.37%
-$31,346.68 
GS The Goldman Sachs Group, Inc.
-4.31%
-$66,256.78 
PAAS Pan American Silver Corp.
-4.29%
-$19,724.76 
HPE Hewlett Packard Enterprise Company
-4.26%
-$50,724.22 
MOD Modine Manufacturing Company
-4.2%
-$29,453.76 
STRL Sterling Infrastructure, Inc.
-4.19%
-$60,333.54 
CI The Cigna Group
-4.19%
-$52,627.23 
SATS EchoStar Corporation
-4.17%
-$10,639.2 
AEIS Advanced Energy Industries Inc.
-4.08%
-$8,333.87 
FN Fabrinet
-4.06%
-$19,078.05 
INSM Insmed Inc.
-4.04%
-$10,369.03 
MS Morgan Stanley
-3.9%
-$82,811.43 
NEM Newmont Corporation
-3.75%
-$7,253.68 
QCOM QUALCOMM Incorporated
-3.68%
-$24,745.12 
IRWD Ironwood Pharmaceuticals Inc.
-3.62%
-$2,541.99 
PACB Pacific Biosciences of California, Inc.
-3.6%
-$1,012.38 
AVGO Broadcom Inc.
-3.58%
-$152,905.48 
SANM Sanmina Corporation
-3.52%
-$12,344.28 
ARRY Array Technologies Inc.
-3.45%
-$11,651.42 
AEM Agnico Eagle Mines Limited
-3.44%
-$41,252.04 
CSCO Cisco Systems, Inc.
-3.35%
-$88,398.64 
DELL Dell Technologies Inc.
-3.31%
-$107,803.4 
AU AngloGold Ashanti plc
-3.25%
-$21,076.57 
ORKA Oruka Therapeutics, Inc.
-3.22%
-$21,767.58 
SIVR abrdn Physical Silver Shares ETF
-3.19%
-$16,450 
CSTM Constellium SE
-3.19%
-$9,385.56 
CAT Caterpillar Inc.
-3.18%
-$26,288.32 
PLUG Plug Power Inc.
-3.17%
-$8,556.52 
IHRT IheartMedia Inc.
-3.17%
-$1,376 
PWR Quanta Services Inc.
-3.15%
-$36,823.82 
HWM Howmet Aerospace Inc.
-3.12%
-$10,891.28 
KEYS Keysight Technologies, Inc.
-3.11%
-$12,049.95 
CMI Cummins Inc.
-3.1%
-$25,186.9 
ORA Ormat Technologies Inc.
-3.09%
-$40,893.57 
PRIM Primoris Services Corporation
-3.09%
-$8,195.6 
VSEC VSE Corporation
-3.06%
-$10,410.33 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-2.98%
-$72,262.12 
RBBN Ribbon Communications Inc.
-2.97%
-$1,695.91 
ANET Arista Networks, Inc.
-2.97%
-$24,204.6 
TWST Twist Bioscience Corporation
-2.94%
-$15,082.4 
RMBS Rambus Inc.
-2.88%
-$8,578.08 
GEV GE Vernova Inc.
-2.82%
-$11,245.5 
NVDA NVIDIA Corporation
-2.77%
-$655,592.34 
MFG Mizuho Financial Group Inc. ADR
-2.77%
-$12,914.51 
UBS UBS Group AG
-2.76%
-$56,883.09 
CIB Bancolombia S.A.
-2.64%
-$42,075.5 
XLK State Street Technology Select Sector SPDR ETF
-2.49%
-$9,106.75 
ELPC Companhia Paranaense de Energia – Copel American Depositary Receipt
-2.46%
-$8,910.25 
KLAC KLA Corporation
-2.4%
-$12,397 
TSHA Taysha Gene Therapies Inc.
-2.34%
-$8,444.94 
AMAT Applied Materials, Inc.
-2.33%
-$67,296.12 
IDCC InterDigital, Inc.
-2.29%
-$4,740.06 
WCC Wesco International Inc.
-2.24%
-$15,607.8 
NUEM Nuveen ESG Emerging Markets Equity Fund
-2.2%
-$550,119.64 
NXT Nextracker Inc.
-2.09%
-$34,238.76 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-2.08%
-$33,896.5 
NMR Nomura Holdings Inc. Sponsored ADR
-2.04%
-$15,191.52 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-2.04%
-$4,520 
CDNS Cadence Design Systems, Inc.
-2.02%
-$8,689.07 
DAN Dana Inc.
-2.02%
-$5,337.92 
VISN Vistance Networks, Inc.
-1.99%
-$5,930.96 
IEMG iShares Core MSCI Emerging Markets ETF
-1.93%
-$8,247.56 
TTI Tetra Technologies Inc.
-1.92%
-$3,478.68 
FLR Fluor Corporation
-1.91%
-$7,012.13 
ESI Element Solutions Inc.
-1.87%
-$4,921.66 
NOW ServiceNow, Inc.
-1.86%
-$10,974.6 
BNY BlackRock New York Municipal Income Trust
-1.85%
-$38,383.52 
BAP Credicorp Ltd.
-1.81%
-$18,859.34 
BUR Burford Capital Limited
-1.8%
-$849.6 
JCI Johnson Controls International plc
-1.73%
-$25,678.12 
IX Orix Corporation Sponsored ADR
-1.71%
-$5,530.11 
KE Kimball Electronics Inc.
-1.7%
-$7,168.56 
RNW Renew Energy Global Plc
-1.67%
-$20,278.02 
PRKS United Parks & Resorts Inc.
-1.67%
-$5,484.97 
GLDM SPDR Gold MiniShares Trust
-1.66%
-$3,990 
TIMB TIM S.A. Sponsored ADR
-1.66%
-$27,364.09 
FTNT Fortinet Inc.
-1.6%
-$8,735.76 
FRHC Freedom Holding Corp.
-1.58%
-$5,175 
AVT Avnet Inc.
-1.57%
-$8,565.75 
SSTK Shutterstock Inc.
-1.52%
-$1,611.72 
META Meta Platforms Inc Class A
-1.52%
-$52,067.77 
IWF iShares Russell 1000 Growth ETF
-1.5%
-$5,029.44 
NTRS Northern Trust Corporation
-1.5%
-$13,233.57 
ESE Esco Technologies Inc.
-1.5%
-$5,322.45 
LUMN Lumen Technologies Inc.
-1.47%
-$3,219.99 
TSLA Tesla, Inc.
-1.47%
-$39,552.54 
EVGO EVgo, Inc.
-1.41%
-$431.55 
DASH DoorDash, Inc.
-1.41%
-$3,853.84 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$15,507.8 
AUPH Aurinia Pharmaceuticals Inc.
-1.4%
-$5,534.77 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.38%
-$221,693.23 
COMP Compass Inc.
-1.32%
-$7,649.77 
EBAY eBay Inc.
-1.28%
-$7,335.36 
ING ING Groep N.V. Sponsored ADR
-1.28%
-$20,784.62 
BBD Banco Bradesco S.A. ADR
-1.24%
-$2,394.9 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
-1.23%
-$16,548 
WFRD Weatherford International plc
-1.22%
-$2,208 
DB Deutsche Bank AG
-1.22%
-$5,268.8 
SNPS Synopsys, Inc.
-1.21%
-$4,207.55 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.19%
-$3,239.02 
BSAC Banco Santander-Chile ADR
-1.19%
-$5,387.6 
BKR Baker Hughes Company
-1.17%
-$11,461.02 
VWO Vanguard FTSE Emerging Markets ETF
-1.16%
-$5,517.93 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.11%
-$2,751.51 
GM General Motors Company
-1.11%
-$5,342.32 
TT Trane Technologies plc
-1.1%
-$3,990.9 
WIT Wipro Limited American Depositary Receipt
-1.09%
-$6,955.02 
RTX RTX Corporation
-1.08%
-$4,371.94 
PTGX Protagonist Therapeutics Inc.
-1.04%
-$5,772.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1%
-$11,593.59 
HUBB Hubbell Inc.
-0.97%
-$3,104.89 
MYGN Myriad Genetics Inc.
-0.95%
-$805.8 
VUG Vanguard Growth ETF
-0.94%
-$13,072.95 
ZYME Zymeworks Inc.
-0.93%
-$2,682.7 
TPC Tutor Perini Corporation
-0.93%
-$2,971.61 
AEG Aegon N.V.
-0.88%
-$8,820.32 
BBIO BridgeBio Pharma, Inc.
-0.88%
-$3,506.1 
EXPE Expedia Group, Inc.
-0.81%
-$2,014.05 
CECO CECO Environmental Corp.
-0.8%
-$2,899.84 
XPRO Expro Group Holdings N.V.
-0.79%
-$4,408.17 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.78%
-$25,504.28 
EGHT 8x8 Inc.
-0.76%
-$341.43 
EZBC Franklin Bitcoin ETF
-0.76%
-$2,850 
STT State Street Corp
-0.73%
-$14,099.12 
PLTR Palantir Technologies Inc.
-0.72%
-$1,968 
CIG Companhia Energética de Minas Gerais S.A. ADR
-0.69%
-$151.69 
PIPR Piper Sandler Companies
-0.69%
-$3,417.58 
APTV Aptiv PLC
-0.68%
-$1,662 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.67%
-$1,678.87 
BKNG Booking Holdings Inc.
-0.67%
-$1,579.5 
AXON Axon Enterprise, Inc.
-0.66%
-$2,740.6 
TD The Toronto-Dominion Bank
-0.64%
-$3,489.6 
OLED Universal Display Corporation
-0.63%
-$1,450 
PGR Progressive Corporation
-0.62%
-$2,730.5 
ARW Arrow Electronics Inc.
-0.61%
-$6,608.7 
DFSI Dimensional International Sustainability Core 1 ETF
-0.59%
-$158,248.08 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$2,185.16 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$17,228.55 
NICE Nice Ltd. Sponsored ADR
-0.56%
-$1,357.17 
JPM JPMorgan Chase & Co.
-0.54%
-$14,654.42 
DFIV Dimensional International Value ETF
-0.53%
-$5,143.03 
FET Forum Energy Technologies Inc.
-0.52%
-$1,152.8 
BNS Bank of Nova Scotia
-0.5%
-$9,593.1 
GTN Gray Television, Inc.
-0.49%
-$286.08 
OIS Oil States International Inc.
-0.47%
-$1,251.8 
VSCO Victoria's Secret & Co.
-0.45%
-$2,246.94 
VVX V2X Inc.
-0.44%
-$1,386.99 
RDY Dr. Reddy's Laboratories Ltd.
-0.43%
-$4,386.09 
OEF iShares S&P 100 ETF
-0.43%
-$2,716.28 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.42%
-$2,316.44 
ESGV Vanguard ESG U.S. Stock ETF
-0.42%
-$1,261.12 
PD PagerDuty Inc.
-0.42%
-$2,128.77 
DFUS Dimensional U.S. Equity Market ETF
-0.41%
-$14,525.48 
UTHR United Therapeutics Corporation
-0.4%
-$886.2 
IVV iShares Core S&P 500 ETF
-0.38%
-$1,754.73 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$29,606.4 
JSTC Adasina Social Justice All Cap Global ETF
-0.38%
-$246,147.82 
VOO Vanguard S&P 500 ETF
-0.38%
-$7,637.15 
SYF Synchrony Financial
-0.35%
-$1,373.06 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$3,942.85 
BCS Barclays PLC Sponsored ADR
-0.34%
-$1,179.52 
ENR Energizer Holdings Inc.
-0.31%
-$1,001.52 
IWB iShares Russell 1000 ETF
-0.31%
-$1,646.09 
CMF iShares California Muni Bond ETF
-0.25%
-$650.25 
LYG Lloyds Banking Group Plc ADR
-0.25%
-$265.94 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.23%
-$1,137 
HPQ HP Inc.
-0.23%
-$1,909.55 
DISV Dimensional International Small Cap Equity Fund
-0.23%
-$24,730.21 
FTI TechnipFMC plc
-0.22%
-$2,658.72 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.21%
-$287,119.91 
RY Royal Bank of Canada
-0.2%
-$2,365.43 
OII Oceaneering International, Inc.
-0.19%
-$647.28 
AVUS Avantis U.S. Equity ETF
-0.18%
-$490.82 
PTCT PTC Therapeutics, Inc.
-0.17%
-$434.2 
ITT Itt Inc.
-0.13%
-$458.24 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$1,884.37 
BMO Bank of Montreal
-0.11%
-$1,840.4 
BRK-A Berkshire Hathaway Inc.
-0.11%
-$2,335.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.09%
-$1,202.4 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.08%
-$5,228.4 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$146.12 
BAC Bank of America Corporation
-0.06%
-$658.8 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$445.73 
GTLS Chart Industries Inc.
-0.01%
-$29.34 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2546 | Longs Won 1647/2546 64% | Profit Factor 7.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $770,092.13 |
| Average Win $167,443.87 | Best Trade (Jul 17) $26.32M | Sharpe Ratio -9.92 |
| Average Loss -$39,322.64 | Worst Trade (Jul 13) -$8.22M | Z-Score 7.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $94,461.56 |
| 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 | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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