CliftonLarsonAllen Wealth Advisors Portfolio
Invests via CliftonLarsonAllen Wealth Advisors LLC | Managed by CliftonLarsonAllen Wealth Advisors LLC
Invests via CliftonLarsonAllen Wealth Advisors LLC
Managed by CliftonLarsonAllen Wealth Advisors LLC
Automatically Tracked
Company Profile
Regional wealth management and advisory business CliftonLarsonAllen Wealth Advisors operates as the private wealth arm of CLA, providing financial planning, investment management, retirement plan consulting and tax-aware wealth strategies for high-net-worth individuals, families and nonprofit clients. The firm leverages CPA-led tax and audit capabilities, targets advisory fee income, and competes with regional RIA platforms and multifamily offices.
Regional wealth management and advisory business CliftonLarsonAllen Wealth Advisors operates as the private wealth arm of CLA, providing financial planning, investment management, retirement plan consulting and tax-aware wealth strategies for high-net-worth individuals, families and nonprofit clients. The firm leverages CPA-led tax and audit capabilities, targets advisory fee income, and competes with regional RIA platforms and multifamily offices.
Investment Philosophy & Strategy
Operating as a CPA-led private wealth arm, the firm emphasizes tax-aware, fiduciary portfolio management that blends strategic asset allocation with tax-efficient income planning. Portfolios combine diversified multi-asset exposures—active and passive—tailored to client liabilities and life stage, with liability-driven and retirement-focused solutions for HNW individuals and nonprofits. Capital deployment favors fee-based advisory mandates, disciplined risk controls, systematic rebalancing, and customized tax-loss harvesting to preserve after-tax returns over long-term horizons.
Operating as a CPA-led private wealth arm, the firm emphasizes tax-aware, fiduciary portfolio management that blends strategic asset allocation with tax-efficient income planning. Portfolios combine diversified multi-asset exposures—active and passive—tailored to client liabilities and life stage, with liability-driven and retirement-focused solutions for HNW individuals and nonprofits. Capital deployment favors fee-based advisory mandates, disciplined risk controls, systematic rebalancing, and customized tax-loss harvesting to preserve after-tax returns over long-term horizons.
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:
58.28%
Gain +0.01%
Monthly
0.7%
Yearly
8.73%
Drawdown
30.59%
$7.51B
Equity
Holdings
$7.51B
Investment
$6.23B
$2.11B
Profit +$304,164.46
Realized
$720.72M
Unrealized
$1.39B
Dividends
$620.96M
Goals
Avg. 61% completed goals
Yearly
Gain > 7% 2026
Yearly
Loss < 13% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$304,164.46
Win %
69%
This Week
Compared To Last Week
Gain
0.004%
Profit
$304,164.46
Win %
69%
This Month
Compared to last month
Gain
-1.28%
Profit
-$97.49M
Win %
69%
This Year
Compared to last year
Gain
-1.31%
Profit
-$99.65M
Win %
71%
MPC Marathon Petroleum Corporation
+2.21%
+$90,261 
CSCO Cisco Systems, Inc.
+2.08%
+$98,441.28 
CVX Chevron Corporation
+1.9%
+$79,093 
ABT Abbott Laboratories
+1.87%
+$29,823.85 
DVN Devon Energy Corporation
+1.86%
+$83,944.9 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.71%
+$4,209.35 
COP ConocoPhillips
+1.66%
+$19,704.19 
FSCO FS Credit Opportunities Corp.
+1.66%
+$3,209.76 
MO Altria Group, Inc.
+1.62%
+$20,785.7 
P Everpure Inc.
+1.43%
+$12,879.16 
JNJ Johnson & Johnson
+1.23%
+$98,629.67 
XLE Energy Select Sector SPDR Fund
+1.16%
+$6,607.92 
USCI United States Commodity Index Fund
+1.06%
+$20,919.15 
XOM Exxon Mobil Corporation
+0.97%
+$71,279.73 
CVS CVS Health Corporation
+0.91%
+$10,744.69 
ET Energy Transfer L.P.
+0.59%
+$4,219.92 
BMY Bristol-Myers Squibb Company
+0.38%
+$7,025.58 
SBAC SBA Communications Corporation
+0.35%
+$7,603.13 
EMR Emerson Electric Co.
+0.33%
+$6,427.87 
SCHP Schwab U.S. TIPS ETF
+0.27%
+$15,088.01 
CEG Constellation Energy Corporation
+0.25%
+$10,652.84 
F Ford Motor Company
+0.18%
+$1,025.95 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.15%
+$52,441.76 
AAPL Apple Inc.
+0.14%
+$84,334.56 
GOVT iShares U.S. Treasury Bond ETF
+0.13%
+$4,185.96 
IEF iShares 7-10 Year Treasury Bond ETF
+0.13%
+$7,334.88 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.12%
+$57,586.38 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.12%
+$543.06 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.11%
+$625.85 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.09%
+$17,448.92 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$6,826.84 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
+0.08%
+$361.48 
IBCB iShares iBonds Dec 2036 Term Corporate ETF
+0.08%
+$555.62 
BGRN iShares USD Green Bond ETF
+0.07%
+$1,651.65 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$8,646.47 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.07%
+$1,551.54 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$667.4 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$14,713.05 
JCPB JPMorgan Core Plus Bond ETF
+0.06%
+$551.97 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.05%
+$125,909.97 
DMX DoubleLine Multi-Sector Income ETF
+0.05%
+$404.87 
IBTI iShares iBonds Dec 2028 Term ETF
+0.04%
+$4,670.62 
IGEB iShares Investment Grade Corporate Bond ETF
+0.04%
+$5,114.44 
SHYM iShares High Yield Bond ETF
+0.04%
+$1,541.76 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$10,206.98 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
+0.04%
+$100.73 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.04%
+$4,179.55 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$2,345.82 
BMOP BNY Mellon Municipal Opportunities ETF
+0.04%
+$123.44 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.04%
+$2,227.17 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$7,136.6 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.04%
+$97,875.19 
ABBV AbbVie Inc.
+0.04%
+$2,671.87 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
+0.04%
+$376.73 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.04%
+$283.12 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.04%
+$8,856.06 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.04%
+$1,305.02 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$421.59 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.03%
+$1,174.23 
IEI iShares 3-7 Year Treasury Bond ETF
+0.03%
+$2,172.6 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.02%
+$1,188.6 
MBB iShares MBS ETF
+0.02%
+$39,150.78 
JMUB JPMorgan Municipal Bond ETF
+0.02%
+$665.94 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FTCA Franklin California Municipal Income ETF
0%
$0 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
0%
$0 
IBTL iShares iBonds Dec 2031 Term Fund
0%
$0 
NYF iShares New York Muni Bond ETF
0%
$0 
PREF Principal Spectrum Preferred Securities Active ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
SMBS Schwab Mortgage-Backed Securities ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
AAL American Airlines Group Inc.
-3.97%
-$8,581.42 
KO The Coca-Cola Company
-3.96%
-$298,351.2 
IBM International Business Machines Corporation
-2.91%
-$70,237.42 
VFC V.F. Corporation
-2.86%
-$8,014 
FSS Federal Signal Corp.
-2.4%
-$135,966.25 
FITB Fifth Third Bancorp
-2.29%
-$21,663.47 
NVDA NVIDIA Corporation
-2.21%
-$515,497.19 
GOOG Alphabet Inc
-2.17%
-$105,745.19 
GOOGL Alphabet Inc
-2.17%
-$231,230.61 
MCD McDonald's Corporation
-2.1%
-$62,134.5 
DIS The Walt Disney Company
-2.05%
-$28,186.68 
INTC Intel Corporation
-2%
-$85,493.86 
MSFT Microsoft Corp.
-1.81%
-$629,858.32 
WMB The Williams Companies, Inc.
-1.81%
-$14,944.5 
C Citigroup Inc.
-1.78%
-$32,615.79 
MATW Matthews International Corporation
-1.75%
-$6,257.79 
VWO Vanguard FTSE Emerging Markets ETF
-1.7%
-$4.22M 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.67%
-$33,218.56 
PEP PepsiCo, Inc.
-1.66%
-$34,113.93 
ETHE Grayscale Ethereum Trust ETF
-1.65%
-$7,178.75 
IWY iShares Russell Top 200 Growth ETF
-1.54%
-$589,464.78 
SCHE Schwab Emerging Markets Equity ETF
-1.53%
-$109,519.3 
MGK Vanguard Mega Cap Growth ETF
-1.53%
-$36,236.7 
XEL Xcel Energy Inc.
-1.51%
-$22,804.87 
IWF iShares Russell 1000 Growth ETF
-1.5%
-$209,096.16 
VUG Vanguard Growth ETF
-1.49%
-$123,843.87 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.47%
-$1.52M 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.47%
-$1.58M 
ROK Rockwell Automation, Inc.
-1.46%
-$228,476.82 
IEMG iShares Core MSCI Emerging Markets ETF
-1.45%
-$570,647.74 
UBS UBS Group AG
-1.44%
-$26,172.3 
VOOG Vanguard S&P 500 Growth ETF
-1.42%
-$13,752.96 
EEM iShares MSCI Emerging Markets ETF
-1.4%
-$35,452.8 
USB U.S. Bancorp
-1.36%
-$14,172.3 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.3%
-$419,141.25 
CMCSA Comcast Corp
-1.29%
-$7,048.47 
QUAL iShares MSCI USA Quality Factor ETF
-1.26%
-$708,383.79 
AKRE Akre Focus ETF
-1.25%
-$19,471.75 
MOAT VanEck Morningstar Wide Moat Fund
-1.24%
-$31,215.1 
WM Waste Management, Inc.
-1.21%
-$51,535.26 
PCG PG&E Corporation
-1.2%
-$6,534.57 
MMM 3M Company
-1.19%
-$19,919.53 
SUSL iShares ESG MSCI USA Leaders ETF
-1.16%
-$133,499.29 
EXC Exelon Corporation
-1.13%
-$28,814.51 
JGRO JPMorgan Active Growth ETF
-1.12%
-$25,371.15 
AMZN Amazon.com Inc
-1.06%
-$114,087.4 
VPL Vanguard FTSE Pacific ETF
-1.05%
-$24,810.1 
IVV iShares Core S&P 500 ETF
-1.02%
-$392,468.49 
SCHX Schwab U.S. Large-Cap ETF
-1.01%
-$40,657.5 
VOO Vanguard S&P 500 ETF
-1.01%
-$16.4M 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.01%
-$18,713.14 
PG Procter & Gamble Co
-1%
-$64,375.04 
VGT Vanguard Information Technology ETF
-1%
-$55,041.58 
SPY SPDR S&P 500 ETF Trust
-0.99%
-$181,306.62 
DFUS Dimensional U.S. Equity Market ETF
-0.99%
-$14,038.92 
AVGO Broadcom Inc.
-0.97%
-$44,380.87 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.97%
-$124,074.14 
SCHB Schwab U.S. Broad Market ETF
-0.96%
-$707,751.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.96%
-$680,902.29 
CWI SPDR MSCI ACWI ex-US ETF
-0.95%
-$327,344.16 
CARR Carrier Global Corporation
-0.94%
-$12,797.2 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.94%
-$31,765.8 
SPHQ Invesco S&P 500 Quality ETF
-0.94%
-$5.89M 
DUHP Dimensional US High Profitability ETF
-0.91%
-$5,872.9 
D Dominion Energy, Inc.
-0.88%
-$6,427.89 
DUK Duke Energy Corporation
-0.87%
-$18,255.6 
XLF Financial Select Sector SPDR Fund
-0.86%
-$16,499.77 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.85%
-$638,191 
SO The Southern Company
-0.8%
-$13,738.34 
VEU Vanguard FTSE All-World ex-US ETF
-0.79%
-$225,517.5 
IXUS iShares Core International Stock ETF
-0.79%
-$104,789.18 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.79%
-$2.26M 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$201,601.02 
T AT&T Inc.
-0.77%
-$8,139.77 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.77%
-$313,828.76 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.77%
-$1,500 
DFAT Dimensional US Targeted Value ETF
-0.76%
-$6,109.56 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.71%
-$3,804.18 
XLB Materials Select Sector SPDR Fund
-0.71%
-$6,110.64 
MDLZ Mondelez International, Inc.
-0.68%
-$7,430.22 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.68%
-$64,676.46 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.66%
-$1.02M 
VZ Verizon Communications Inc.
-0.66%
-$10,273.54 
XLU Utilities Select Sector SPDR Fund
-0.66%
-$5,328 
DON WisdomTree U.S. MidCap Dividend Fund
-0.64%
-$18,014.56 
VIG Vanguard Dividend Appreciation ETF
-0.64%
-$88,882 
WFC Wells Fargo & Company
-0.64%
-$8,676.08 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.63%
-$5,203.8 
IWR iShares Russell Mid-Cap ETF
-0.63%
-$7,361.61 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.63%
-$12,827.18 
SDY SPDR S&P Dividend ETF
-0.62%
-$63,759.07 
WMT Walmart Inc.
-0.62%
-$50,507.27 
NEE NextEra Energy, Inc.
-0.62%
-$16,243.7 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.6%
-$3,134.6 
JPM JPMorgan Chase & Co.
-0.6%
-$48,258.58 
DGRO iShares Core Dividend Growth ETF
-0.59%
-$19,329.66 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$50,218.2 
SCHA Schwab U.S. Small-Cap ETF
-0.58%
-$171,651.4 
LDEM iShares ESG MSCI EM Leaders ETF
-0.58%
-$8,460.78 
VB Vanguard Small-Cap ETF
-0.57%
-$21,530.48 
IWD iShares Russell 1000 Value ETF
-0.57%
-$39,458.29 
SCHM Schwab U.S. Mid-Cap ETF
-0.57%
-$4,611.6 
RDVY First Trust Rising Dividend Achievers ETF
-0.56%
-$4,810.5 
SCHV Schwab U.S. Large-Cap Value ETF
-0.56%
-$125,682.15 
SCHF Schwab International Equity ETF
-0.55%
-$100,698.45 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.54%
-$327,921.88 
IEFA iShares Core MSCI EAFE ETF
-0.53%
-$506,708.97 
IWM iShares Russell 2000 ETF
-0.52%
-$19,776.45 
VOOV Vanguard S&P 500 Value ETF
-0.52%
-$60,531.12 
IVE ISHARES S&P 500 VALUE ETF
-0.52%
-$443,786.6 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.51%
-$1,655.36 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.5%
-$61,376.5 
ADP Automatic Data Processing Inc.
-0.5%
-$41,326.44 
SPLV Invesco S&P 500 Low Volatility ETF
-0.48%
-$122,774.51 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.47%
-$3.65M 
EFA iShares MSCI EAFE ETF
-0.46%
-$9,584.64 
COWZ Pacer US Cash Cows 100 ETF
-0.46%
-$4,125 
VO Vanguard Mid-Cap ETF
-0.46%
-$5,536.31 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.46%
-$26,915.49 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.46%
-$2,121.19 
DFUV Dimensional US Marketwide Value ETF
-0.45%
-$7,244.75 
RTX RTX Corporation
-0.44%
-$15,215 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.43%
-$3,796.58 
VTV Vanguard Value ETF
-0.43%
-$21,181.02 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.4%
-$2,814.83 
DVY iShares Select Dividend ETF
-0.39%
-$10,538.88 
HDV iShares Core High Dividend ETF
-0.39%
-$9,116.25 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.39%
-$1,536.72 
AOA iShares Core Aggressive Allocation ETF
-0.38%
-$8,322.41 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.36%
-$2,381.22 
BAC Bank of America Corporation
-0.36%
-$12,666.72 
PFE Pfizer Inc.
-0.36%
-$4,485.74 
BMO Bank of Montreal
-0.36%
-$14,335.75 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.33%
-$13,600.32 
CSX CSX Corporation
-0.28%
-$1,929.2 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
-0.24%
-$675 
DFLV Dimensional US Large Cap Value ETF
-0.23%
-$2,599.26 
VGK Vanguard FTSE Europe ETF
-0.23%
-$6,830 
ARCC Ares Capital Corporation
-0.21%
-$589.8 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.19%
-$11,549.85 
DNP DNP Select Income Fund Inc.
-0.18%
-$496.8 
BITB Bitwise Bitcoin ETF
-0.17%
-$4,707.54 
FNDF Schwab Fundamental International Large Company Index ETF
-0.17%
-$1,210.95 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$950.08 
ITM VanEck Intermediate Muni ETF
-0.15%
-$73,863.3 
DFIV Dimensional International Value ETF
-0.12%
-$1,540 
IQLT iShares MSCI International Quality Factor ETF
-0.12%
-$23,123.88 
IBIT iShares Bitcoin Trust
-0.11%
-$908.6 
MRK Merck & Co., Inc.
-0.1%
-$5,697.64 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.1%
-$1,002.02 
NAD Nuveen Quality Municipal Income Fund
-0.08%
-$1,031.38 
TPL Texas Pacific Land Corporation
-0.08%
-$6,299.6 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.08%
-$970.2 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.08%
-$3,028.44 
BKMI BNY Mellon Municipal Intermediate ETF
-0.08%
-$204.44 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.07%
-$5,578.18 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.07%
-$445.08 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$2,516.92 
PFF iShares Preferred and Income Securities ETF
-0.07%
-$41,065 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.07%
-$8,159.13 
BNDX Vanguard Total International Bond ETF
-0.06%
-$593.31 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.06%
-$705.72 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$191,826.9 
BINC iShares Flexible Income Active ETF
-0.06%
-$66,237.54 
MLN VanEck Long Muni ETF
-0.06%
-$5,087.51 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.04%
-$759.36 
FLMI Franklin Dynamic Municipal Bond ETF
-0.04%
-$52,188.92 
IBMO iShares iBonds Dec 2026 Term ETF
-0.04%
-$2,697.19 
MUB iShares National Muni Bond ETF
-0.04%
-$17,457.64 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.02%
-$509.09 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$1,070.82 
HYD VanEck High Yield Muni ETF
-0.02%
-$517.04 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.02%
-$332.41 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.02%
-$1,490.3 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.02%
-$1,252.52 
CMF iShares California Muni Bond ETF
-0.02%
-$1,953.45 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$484.67 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6799 | Longs Won 4022/6799 59% | Profit Factor 8.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.04M |
| Average Win $595,933.65 | Best Trade (Jul 19) $226.86M | Sharpe Ratio -3.66 |
| Average Loss -$103,351.92 | Worst Trade (Sep 29) -$27.58M | Z-Score -6.17 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 6d | Expectancy $310,315.76 |
| 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 | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
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Option values are updated at end of day.
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