IR
Ira Ravitz Portfolio
Invests via Beverly Hills Private Wealth LLC | Managed by Ira H. Ravitz, Scott Shagrin, Nick Nejad, Lisa Westermark
Invests via Beverly Hills Private Wealth LLC
Managed by Ira H. Ravitz, Scott Shagrin, Nick Nejad, Lisa Westermark
Automatically Tracked
Ira Ravitz Profile
A seasoned entrepreneur and investor, Ira Ravitz has made significant contributions across diverse industries. With a strong background in technology and consumer services, he excels in identifying market opportunities and driving growth initiatives. His experience spans startup leadership to scaling operations within established enterprises, fostering innovation while ensuring operational efficiency. By leveraging his expertise, Ravitz has successfully navigated complex business environments, establishing himself as a pivotal figure in connecting investment with high-potential ventures. As he continues to engage with emerging companies, his focus remains on developing disruptive solutions that cater to evolving market demands.
A seasoned entrepreneur and investor, Ira Ravitz has made significant contributions across diverse industries. With a strong background in technology and consumer services, he excels in identifying market opportunities and driving growth initiatives. His experience spans startup leadership to scaling operations within established enterprises, fostering innovation while ensuring operational efficiency. By leveraging his expertise, Ravitz has successfully navigated complex business environments, establishing himself as a pivotal figure in connecting investment with high-potential ventures. As he continues to engage with emerging companies, his focus remains on developing disruptive solutions that cater to evolving market demands.
Investment Philosophy & Strategy
Opportunity lies in understanding evolving market dynamics, and Ira Ravitz is adept at recognizing these shifts. His entrepreneurial journey encompasses a unique blend of technology and consumer-focused ventures, creating an advantage in investment selection. The emphasis on fostering innovation aligns with his commitment to supporting emerging companies that have transformative potential. By engaging deeply with startups, he seeks out disruptive solutions that resonate within the current business landscape. This approach not only drives growth but also positions him as a catalyst for operational excellence and strategic advancement.
Opportunity lies in understanding evolving market dynamics, and Ira Ravitz is adept at recognizing these shifts. His entrepreneurial journey encompasses a unique blend of technology and consumer-focused ventures, creating an advantage in investment selection. The emphasis on fostering innovation aligns with his commitment to supporting emerging companies that have transformative potential. By engaging deeply with startups, he seeks out disruptive solutions that resonate within the current business landscape. This approach not only drives growth but also positions him as a catalyst for operational excellence and strategic advancement.
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:
31.33%
Gain +0.01%
Monthly
0.8%
Yearly
10.08%
Drawdown
12.33%
$646.04M
Equity
Holdings
$646.04M
Investment
$488.09M
$206.12M
Profit +$60,904.4
Realized
$43.54M
Unrealized
$162.58M
Dividends
$36.16M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$60,904.4
Win %
70%
This Week
Compared To Last Week
Gain
0.01%
Profit
$60,904.4
Win %
70%
This Month
Compared to last month
Gain
-0.62%
Profit
-$4M
Win %
70%
This Year
Compared to last year
Gain
2.23%
Profit
$16.6M
Win %
71%
CXH MFS Investment Grade Municipal Trust
+11.14%
+$30,043.25 
ALB Albemarle Corporation
+7.14%
+$20,891.04 
FORM FormFactor Inc.
+6.89%
+$48,106.11 
INTC Intel Corporation
+6.51%
+$40,964.63 
KLAC KLA Corporation
+5.55%
+$34,242.53 
VLRS Controladora Vuela Compañía de Aviación, S.A.B. de C.V. ADR
+5.1%
+$6,239.61 
CYD China Yuchai International Ltd
+4.4%
+$11,845.53 
KEP Korea Electric Power Corporation Sponsored ADR
+4.33%
+$5,647.68 
QCOM QUALCOMM Incorporated
+4.32%
+$43,230.55 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
+4.27%
+$9,900.8 
GEV GE Vernova Inc.
+3.73%
+$11,854.5 
MGM MGM Resorts International
+3.71%
+$260,715 
VMI Valmont Industries, Inc.
+3.45%
+$18,012.75 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+3.27%
+$187,560.32 
RING iShares MSCI Global Gold Miners ETF
+3.21%
+$82,782 
GDXJ VanEck Junior Gold Miners ETF
+3.15%
+$123,053.2 
NTR Nutrien Ltd.
+3.14%
+$8,676.72 
CRC California Resources Corp
+3.08%
+$51,595.25 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+3.03%
+$43,288.85 
FCFS FirstCash Holdings, Inc.
+2.97%
+$15,543.57 
GDX VanEck Gold Miners ETF
+2.97%
+$166,051.97 
HPE Hewlett Packard Enterprise Company
+2.93%
+$36,961.23 
BCS Barclays PLC Sponsored ADR
+2.91%
+$7,344.72 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$11,112.22 
CME CME Group Inc.
+2.8%
+$7,004.56 
CF CF Industries Holdings, Inc.
+2.74%
+$18,559.52 
SCHW Charles Schwab Corporation
+2.71%
+$281,656.57 
RJF Raymond James Financial Inc.
+2.65%
+$12,875.27 
AMAT Applied Materials, Inc.
+2.64%
+$96,849.62 
EMN Eastman Chemical Company
+2.59%
+$5,135.7 
NDAQ Nasdaq, Inc.
+2.58%
+$17,104.64 
CBT Cabot Corporation
+2.56%
+$6,791.19 
T AT&T Inc.
+2.52%
+$29,048.14 
VZ Verizon Communications Inc.
+2.49%
+$222,658.02 
MCHP Microchip Technology Incorporated
+2.48%
+$15,870 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+2.44%
+$9,962.66 
DVA DaVita Inc.
+2.37%
+$12,630.45 
JPM JPMorgan Chase & Co.
+2.31%
+$335,711.05 
USB U.S. Bancorp
+2.27%
+$7,677.91 
HPQ HP Inc.
+2.27%
+$50,103.76 
OPY Oppenheimer Holdings Inc.
+2.27%
+$51,907.43 
CMCSA Comcast Corp
+2.21%
+$79,566.25 
CX Cemex S.A.B. de C.V. Sponsored ADR
+2.21%
+$4,165.84 
WTFC Wintrust Financial Corporation
+2.19%
+$6,536.93 
AXP American Express Company
+2.18%
+$46,530.32 
SYK Stryker Corporation
+2.15%
+$6,310.72 
RGA Reinsurance Group of America, Inc.
+2.07%
+$9,825.29 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+2.02%
+$4,818 
PM Philip Morris International Inc.
+1.95%
+$201,637.13 
TFC Truist Financial Corporation
+1.93%
+$5,444.88 
EWBC East West Bancorp Inc.
+1.88%
+$5,884.92 
LAZ Lazard Ltd.
+1.86%
+$3,936.8 
KMI Kinder Morgan, Inc.
+1.85%
+$5,504.2 
D Dominion Energy, Inc.
+1.83%
+$46,224.58 
TSLA Tesla, Inc.
+1.82%
+$9,769.76 
SF Stifel Financial Corp.
+1.76%
+$77,331.24 
ARW Arrow Electronics Inc.
+1.76%
+$8,565.2 
ERII Energy Recovery Inc.
+1.71%
+$2,114 
PKG Packaging Corporation of America
+1.71%
+$30,517.52 
AMCR Amcor plc
+1.7%
+$5,871.12 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
+1.7%
+$32,199.66 
CCEP Coca-Cola Europacific Partners PLC
+1.69%
+$8,286.3 
VRT Vertiv Holdings Co
+1.68%
+$5,419.14 
HLI Houlihan Lokey Inc.
+1.67%
+$5,416.22 
GFI Gold Fields Ltd. Sponsored ADR
+1.67%
+$3,657.6 
IRM Iron Mountain Inc.
+1.65%
+$8,188.92 
ET Energy Transfer L.P.
+1.65%
+$53,762.06 
ACN Accenture plc Class A
+1.65%
+$13,802.76 
UNP Union Pacific Corporation
+1.65%
+$17,591.64 
UBS UBS Group AG
+1.62%
+$10,104.9 
LIN Linde plc
+1.58%
+$34,235.47 
ARES Ares Management Corporation
+1.57%
+$13,384.67 
BAC Bank of America Corporation
+1.56%
+$22,295.5 
OKE ONEOK, Inc.
+1.56%
+$5,394.59 
VICI Vici Properties Inc.
+1.53%
+$3,972.34 
AER AerCap Holdings N.V.
+1.52%
+$64,075.51 
BLK BlackRock, Inc.
+1.52%
+$51,749.45 
BTI British American Tobacco p.l.c. ADR
+1.51%
+$9,904.5 
GLW Corning Incorporated
+1.5%
+$66,239.4 
AROC Archrock Inc.
+1.5%
+$10,837.8 
LYG Lloyds Banking Group Plc ADR
+1.48%
+$3,334.4 
SW Smurfit WestRock PLC
+1.48%
+$60,995.97 
CVS CVS Health Corporation
+1.47%
+$11,706.8 
AVB AvalonBay Communities, Inc.
+1.45%
+$33,999.77 
CM Canadian Imperial Bank of Commerce
+1.45%
+$6,071.76 
VIV Telefonica Brasil S.A. ADR
+1.44%
+$5,717.1 
CAT Caterpillar Inc.
+1.44%
+$31,690.08 
MET MetLife Inc.
+1.44%
+$7,410.06 
MAR Marriott International Inc. - Class A
+1.42%
+$22,600 
EME EMCOR Group, Inc.
+1.42%
+$4,481.26 
COP ConocoPhillips
+1.4%
+$4,461.48 
ADI Analog Devices, Inc.
+1.37%
+$15,106.57 
PAYX Paychex Inc.
+1.37%
+$17,848.64 
GATX GATX Corporation
+1.36%
+$6,171.13 
NEE NextEra Energy, Inc.
+1.35%
+$25,141.3 
TXN Texas Instruments Inc
+1.35%
+$53,192.51 
SPGI S&P Global Inc.
+1.35%
+$11,056.45 
PHG Koninklijke Philips N.V.
+1.34%
+$34,639.5 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$35,845.82 
ABBV AbbVie Inc.
+1.32%
+$36,923.04 
MFC Manulife Financial Corporation
+1.31%
+$7,150 
QSR Restaurant Brands International Inc.
+1.29%
+$17,917.95 
C Citigroup Inc.
+1.27%
+$9,614.84 
TEL TE Connectivity plc
+1.27%
+$22,534.95 
NI NiSource Inc.
+1.27%
+$4,225.58 
APD Air Products and Chemicals, Inc.
+1.26%
+$24,307.5 
SBSW Sibanye Stillwater Ltd - ADR
+1.23%
+$1,839 
GVA Granite Construction Incorporated
+1.16%
+$5,731.6 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.15%
+$30,730.4 
CBRE CBRE Group Inc.
+1.14%
+$5,242.5 
INDA ISHARES MSCI INDIA ETF
+1.13%
+$5,073.3 
VST Vistra Corp
+1.12%
+$6,269.74 
TPZ Tortoise Power and Energy Infrastructure Fund, Inc.
+1.11%
+$2,476.8 
ETR Entergy Corporation
+1.11%
+$5,651.04 
NSC Norfolk Southern Corporation
+1.09%
+$34,185.32 
BSM Black Stone Minerals, L.P.
+1.08%
+$1,965 
JNJ Johnson & Johnson
+1.07%
+$58,475.88 
MPC Marathon Petroleum Corporation
+1.06%
+$14,146.34 
PLD Prologis Inc.
+1.05%
+$17,453.11 
DELL Dell Technologies Inc.
+1.05%
+$37,969.92 
V Visa Inc. Class A
+1.05%
+$91,045.66 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$5,027.4 
BMO Bank of Montreal
+1.02%
+$3,768.88 
ARCC Ares Capital Corporation
+1%
+$8,618.59 
WBS Webster Financial Corporation
+0.97%
+$3,448.47 
MSM MSC Industrial Direct Co., Inc.
+0.97%
+$3,814.72 
MDU MDU Resources Group, Inc.
+0.96%
+$3,149.6 
VTV Vanguard Value ETF
+0.94%
+$3,593.87 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$20,367 
KR Kroger Co.
+0.92%
+$52,846.3 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$4,571.38 
RSG Republic Services, Inc.
+0.89%
+$3,057.84 
APH Amphenol Corporation
+0.88%
+$18,986.32 
FTS Fortis Inc.
+0.87%
+$3,083.57 
PG Procter & Gamble Co
+0.86%
+$2,381.25 
DEO Diageo plc Sponsored ADR
+0.83%
+$5,684.28 
SDY SPDR S&P Dividend ETF
+0.83%
+$1,761.25 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.82%
+$2,862.54 
MSCI MSCI Inc.
+0.81%
+$3,314.09 
PCAR PACCAR Inc.
+0.8%
+$9,149.96 
ATFV Alger 35 ETF
+0.79%
+$2,456.57 
AKAM Akamai Technologies Inc.
+0.79%
+$2,323.34 
MWA Mueller Water Products Inc.
+0.78%
+$2,051 
GE General Electric Company
+0.76%
+$4,450.04 
CVX Chevron Corporation
+0.75%
+$39,336.92 
SBUX Starbucks Corporation
+0.74%
+$15,320.1 
MO Altria Group, Inc.
+0.74%
+$14,317.42 
KMB Kimberly-Clark Corporation
+0.74%
+$2,143.5 
UNH UnitedHealth Group Incorporated
+0.73%
+$52,646.22 
HD The Home Depot, Inc.
+0.73%
+$3,734.22 
SNA Snap-on Inc.
+0.73%
+$3,585.56 
AOS A. O. Smith Corporation
+0.72%
+$1,978.63 
ON ON Semiconductor Corporation
+0.72%
+$4,074.47 
TFSL TFS Financial Corp.
+0.71%
+$39,219.84 
MA Mastercard Incorporated
+0.71%
+$13,619.75 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$68,802.1 
CRUS Cirrus Logic, Inc.
+0.71%
+$3,348.94 
NTAP NetApp, Inc.
+0.71%
+$2,571.84 
PYPL PayPal Holdings Inc
+0.7%
+$8,314.3 
CDP COPT Defense Properties
+0.7%
+$1,639.44 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$3,063.64 
COST Costco Wholesale Corporation
+0.68%
+$4,721.93 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$82,664.95 
MPLX MPLX LP
+0.67%
+$2,318.38 
FQAL Fidelity Quality Factor ETF
+0.66%
+$2,305.48 
VDC VANGUARD CONSUMER STAPLES ETF
+0.65%
+$1,366.54 
FLCA Franklin FTSE Canada ETF
+0.65%
+$1,447.72 
MS Morgan Stanley
+0.65%
+$9,221.11 
DUK Duke Energy Corporation
+0.63%
+$2,040.48 
CCAP Crescent Capital BDC, Inc.
+0.63%
+$3,826.34 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,801 
IYW iShares U.S. Technology ETF
+0.61%
+$2,039.43 
CMI Cummins Inc.
+0.59%
+$13,770.67 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$3,840.23 
AEP American Electric Power Company, Inc.
+0.58%
+$2,841 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$2,641.38 
SBAC SBA Communications Corporation
+0.56%
+$1,346.34 
IVV iShares Core S&P 500 ETF
+0.55%
+$25,460.39 
HON Honeywell International Inc.
+0.54%
+$8,031.31 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$3,160.07 
GOOGL Alphabet Inc
+0.53%
+$36,318.65 
ALX Alexander's Inc.
+0.53%
+$32,717.28 
BBCA JPMorgan BetaBuilders Canada ETF
+0.51%
+$1,218.9 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,730.52 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$1,092.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$1,403.91 
MSI Motorola Solutions, Inc.
+0.46%
+$8,008.46 
HSY The Hershey Company
+0.45%
+$1,073.38 
GOOG Alphabet Inc
+0.45%
+$38,440 
WMT Walmart Inc.
+0.45%
+$11,187.2 
ZTR Virtus Total Return Fund Inc.
+0.44%
+$732.09 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$4,351.5 
ROST Ross Stores, Inc.
+0.43%
+$2,113.44 
CINF Cincinnati Financial Corporation
+0.42%
+$6,044.89 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$1,436.8 
PGR Progressive Corporation
+0.42%
+$8,330.95 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,631.16 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.4%
+$1,471.2 
NGG National Grid plc Sponsored ADR
+0.39%
+$1,871.36 
FAST Fastenal Co.
+0.39%
+$7,388.1 
GD General Dynamics Corporation
+0.38%
+$1,385.85 
PEP PepsiCo, Inc.
+0.38%
+$21,881.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$1,501.5 
TDY Teledyne Technologies Incorporated
+0.37%
+$2,001.49 
HXL Hexcel Corporation
+0.36%
+$1,554.7 
MIDD The Middleby Corporation
+0.35%
+$1,160.88 
TTE TotalEnergies SE
+0.34%
+$3,186.27 
GSK GSK plc Sponsored ADR
+0.34%
+$7,637.8 
WEC WEC Energy Group Inc.
+0.33%
+$5,495.98 
AMGN Amgen Inc.
+0.32%
+$2,805.57 
SNY Sanofi American Depositary Receipt
+0.32%
+$2,084.74 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$3,509.66 
DRI Darden Restaurants, Inc.
+0.3%
+$1,059.03 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$824.54 
XOM Exxon Mobil Corporation
+0.28%
+$10,509.95 
EPR-PE EPR Properties
+0.27%
+$6,648.13 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.25%
+$798.92 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,931.58 
TRV The Travelers Companies, Inc.
+0.18%
+$920.08 
BTT BlackRock Municipal 2030 Target Term Trust
+0.18%
+$9,122.64 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$5.55 
NVDA NVIDIA Corporation
+0.16%
+$27,635.2 
HAS Hasbro Inc.
+0.15%
+$593.06 
PFE Pfizer Inc.
+0.15%
+$650.56 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$734.03 
RY Royal Bank of Canada
+0.14%
+$758.13 
ACI Albertsons Companies, Inc.
+0.13%
+$4,827.4 
CCI Crown Castle Inc.
+0.13%
+$1,101.23 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$2,832.96 
TRP TC Energy Corporation
+0.12%
+$680.4 
KO The Coca-Cola Company
+0.11%
+$404.19 
MSFT Microsoft Corp.
+0.1%
+$19,609.11 
IBB iShares Biotechnology ETF
+0.1%
+$505.04 
SON Sonoco Products Co.
+0.08%
+$172.72 
CLOX Eldridge AAA CLO ETF
+0.08%
+$567.34 
ENB Enbridge Inc.
+0.07%
+$668.68 
CB Chubb Limited
+0.06%
+$2,582.83 
GLD SPDR Gold Shares
+0.06%
+$236.72 
AON Aon plc
+0.04%
+$381.61 
TJX The TJX Companies, Inc.
+0.04%
+$785.4 
CLIP Global X 1-3 Month T-Bill ETF
+0.04%
+$1,529.36 
EP-PC El Paso Energy Capital Trust I PFD CV TR SECS
+0.04%
+$1,396.92 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$242.08 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$446.43 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,294.76 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$127.73 
ORCL Oracle Corporation
+0.02%
+$119.54 
MCD McDonald's Corporation
+0.01%
+$437.63 
AIV
0%
$0 
ANTM Anthem Inc
0%
$0 
BIF SRH Total Return Fund, Inc.
0%
$0 
BOX
0%
$0 
DTF DTF Tax-Free Income 2028 Trust
0%
$0 
ENVXW Enovix Corporation Warrant, exercisable for one Enovix Corporation common share at $8.75 per share, expiring October 1, 2026
0%
$0 
FTAI
0%
$0 
GFR
0%
$0 
HOLX Hologic Inc.
0%
$0 
KIMPRN
0%
$0 
NWS
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SNOW
0%
$0 
TM Toyota Motor Corporation
0%
$0 
XAGG
0%
$0 
BHR Braemar Hotels & Resorts Inc.
-14.23%
-$4,007.16 
WOOF Petco Health and Wellness Company, Inc.
-2.83%
-$816 
AVTR Avantor Inc.
-2.79%
-$3,821.31 
RDNT RadNet Inc.
-2.56%
-$7,003 
MOG-A Moog Inc.
-2.55%
-$24,609.2 
LLY Eli Lilly and Company
-2.41%
-$31,527.54 
PLTR Palantir Technologies Inc.
-2.36%
-$16,676.74 
ZTS Zoetis Inc.
-2.25%
-$9,285.42 
BIO Bio-Rad Laboratories Inc.
-2.22%
-$5,219.5 
SHOP Shopify Inc.
-2.02%
-$10,951.53 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$8,048.3 
ABT Abbott Laboratories
-1.64%
-$17,978.1 
EQNR Equinor ASA Sponsored ADR
-1.55%
-$3,476.43 
AAPL Apple Inc.
-1.52%
-$451,098 
LMT Lockheed Martin Corporation
-1.52%
-$7,339.62 
MRK Merck & Co., Inc.
-1.42%
-$23,767.25 
MELI MercadoLibre, Inc.
-1.27%
-$4,080 
AMZN Amazon.com Inc
-1.23%
-$192,713.11 
CACI Caci International Inc.
-1.15%
-$2,865.5 
NFLX Netflix, Inc.
-1.14%
-$8,589.48 
AMT American Tower Corporation
-1.12%
-$10,824.71 
HII Huntington Ingalls Industries Inc.
-1.09%
-$4,587.84 
QGEN QIAGEN N.V.
-0.96%
-$2,062.07 
IBM International Business Machines Corporation
-0.95%
-$8,800.99 
AVGO Broadcom Inc.
-0.91%
-$75,015.56 
VNET VNET Group Inc. American Depositary Receipt
-0.89%
-$1,648.96 
PDI Pimco Dynamic Income Fund
-0.79%
-$2,086.37 
LCTX Lineage Cell Therapeutics Inc.
-0.78%
-$100 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$5,002.11 
SRG Seritage Growth Properties
-0.76%
-$340 
BDX Becton, Dickinson and Company
-0.75%
-$21,378.6 
CVE Cenovus Energy Inc.
-0.74%
-$26,017.32 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.65%
-$17,615.99 
PBA Pembina Pipeline Corporation
-0.64%
-$2,091.57 
WEX Wex Inc.
-0.63%
-$1,188.52 
CSCO Cisco Systems, Inc.
-0.6%
-$37,076.07 
MDLZ Mondelez International, Inc.
-0.58%
-$5,524.47 
ETN Eaton Corporation plc
-0.57%
-$11,351.25 
NVS Novartis AG Sponsored ADR
-0.55%
-$6,690.29 
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF
-0.52%
-$2,684.8 
BWA BorgWarner Inc.
-0.45%
-$2,169.54 
TT Trane Technologies plc
-0.41%
-$6,280.5 
MCK McKesson Corporation
-0.4%
-$4,534.18 
NOC Northrop Grumman Corporation
-0.4%
-$8,184.03 
EDV Vanguard Extended Duration Treasury ETF
-0.39%
-$16,644.25 
DHR Danaher Corporation
-0.38%
-$2,743.36 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.38%
-$893.9 
RTX RTX Corporation
-0.37%
-$2,649.32 
GNMA iShares GNMA Bond ETF
-0.36%
-$22,254.24 
WWD Woodward Inc.
-0.35%
-$3,389.07 
SU Suncor Energy Inc.
-0.32%
-$12,149 
DIS The Walt Disney Company
-0.3%
-$1,263.3 
CRL Charles River Laboratories International, Inc.
-0.29%
-$827.76 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$517.66 
META Meta Platforms Inc Class A
-0.26%
-$25,485.38 
DWX SPDR S&P International Dividend ETF
-0.25%
-$1,309.2 
SHEL Shell plc
-0.22%
-$1,404.67 
DHI D.R. Horton, Inc.
-0.22%
-$668.43 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$7,878.87 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$4,027.44 
PAA Plains All American Pipeline, L.P.
-0.18%
-$417.36 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$1,370.4 
MDT Medtronic plc
-0.16%
-$588.38 
MBB iShares MBS ETF
-0.15%
-$487.2 
LOW Lowe's Companies Inc.
-0.12%
-$3,665.56 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$2,340.72 
SPE-PC Special Opportunities Fund, Inc.
-0.12%
-$958.44 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$13,870.99 
CBL CBL & Associates Properties, Inc.
-0.1%
-$11,361 
TU TELUS Corporation
-0.08%
-$112.71 
EPD Enterprise Products Partners L.P.
-0.08%
-$746.22 
FLMI Franklin Dynamic Municipal Bond ETF
-0.08%
-$235.85 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.08%
-$5,991.04 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$164.44 
INTU Intuit Inc.
-0.07%
-$293.2 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$137.68 
AVIG Avantis Core Fixed Income ETF
-0.06%
-$188.9 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$3,273.04 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$68.77 
R Ryder System Inc.
0%
-$27.87 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 4030 | Longs Won 2689/4030 66% | Profit Factor 5.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $359,469.29 |
| Average Win $95,083.89 | Best Trade (Jun 14) $15.29M | Sharpe Ratio -5.71 |
| Average Loss -$33,634.31 | Worst Trade (Jun 14) -$1.49M | Z-Score 8.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 5d | Expectancy $51,145.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
