Bill McVay Portfolio
Invests via Red Tortoise LLC | Managed by Rex Phillip Macey, William Gale (Bill) McVay, Howard McMonagle Fleming, George Chen
Invests via Red Tortoise LLC
Managed by Rex Phillip Macey, William Gale (Bill) McVay, Howard McMonagle Fleming, George Chen
Automatically Tracked
Bill McVay Profile
With a career marked by strategic vision and operational excellence, Bill McVay stands out as an influential leader in corporate governance and management. His extensive experience encompasses pivotal roles in various sectors where he has consistently driven organizational transformation and growth. McVay is recognized for his ability to steer companies through complex challenges while enhancing performance metrics. He brings insights from his robust engagement with both private enterprises and public organizations, making him a key figure for stakeholders looking to navigate market dynamics effectively. Currently involved in advising on executive leadership practices, he continues to impact the business landscape.
With a career marked by strategic vision and operational excellence, Bill McVay stands out as an influential leader in corporate governance and management. His extensive experience encompasses pivotal roles in various sectors where he has consistently driven organizational transformation and growth. McVay is recognized for his ability to steer companies through complex challenges while enhancing performance metrics. He brings insights from his robust engagement with both private enterprises and public organizations, making him a key figure for stakeholders looking to navigate market dynamics effectively. Currently involved in advising on executive leadership practices, he continues to impact the business landscape.
Investment Philosophy & Strategy
Market dynamics present unique investment opportunities, and Bill McVay leverages his extensive background to capitalize on them. His strategic insights stem from diverse leadership roles across industries, allowing him to identify companies poised for operational enhancements. By prioritizing transformative business practices, he cultivates value in enterprises while fostering growth-oriented environments. Decision-making reflects a deep understanding of competitive positioning and market trends, providing a robust framework for investors seeking sustainable returns. With an eye towards innovation and execution efficiency, he positions investments that not only withstand fluctuations but also thrive amidst change.
Market dynamics present unique investment opportunities, and Bill McVay leverages his extensive background to capitalize on them. His strategic insights stem from diverse leadership roles across industries, allowing him to identify companies poised for operational enhancements. By prioritizing transformative business practices, he cultivates value in enterprises while fostering growth-oriented environments. Decision-making reflects a deep understanding of competitive positioning and market trends, providing a robust framework for investors seeking sustainable returns. With an eye towards innovation and execution efficiency, he positions investments that not only withstand fluctuations but also thrive amidst change.
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:
62.47%
Gain -0.44%
Monthly
0.68%
Yearly
8.54%
Drawdown
13.59%
$258.09M
Equity
Holdings
$258.09M
Investment
$186.09M
$76.45M
Profit -$834,691.67
Realized
$4.45M
Unrealized
$72M
Dividends
$21.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$834,691.67
Win %
79%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$718,015.9
Win %
79%
This Month
Compared to last month
Gain
-0.1%
Profit
-$259,683.88
Win %
79%
This Year
Compared to last year
Gain
8.4%
Profit
$20M
Win %
78%
CCI Crown Castle Inc.
+10.01%
+$236.7 
FSLY Fastly Inc. Class A Common Stock
+9%
+$256.54 
FCNCA First Citizens BancShares, Inc. Class A Common Stock
+8.66%
+$570.99 
PANW Palo Alto Networks, Inc.
+6.86%
+$1,897.74 
GBCI Glacier Bancorp Inc.
+5.31%
+$180.56 
HP Helmerich & Payne, Inc.
+5.31%
+$289.59 
HAL Halliburton Company
+5.09%
+$824.72 
KRC Kilroy Realty Corporation
+4.5%
+$145.8 
FANG Diamondback Energy Inc.
+4.47%
+$537.72 
BKR Baker Hughes Company
+4.05%
+$1,284.64 
COP ConocoPhillips
+3.97%
+$589.56 
AMR Alpha Metallurgical Resources, Inc.
+3.81%
+$121.3 
AVAV AeroVironment, Inc.
+3.75%
+$1,211.08 
AMT American Tower Corporation
+3.72%
+$297 
CBOE Cboe Global Markets Inc.
+3.72%
+$438.48 
LCID Lucid Group Inc.
+3.47%
+$27.12 
HQY HealthEquity, Inc.
+3.26%
+$625.1 
MU Micron Technology Inc.
+3.18%
+$2,395.36 
STNG Scorpio Tankers Inc.
+3.18%
+$136.24 
AR Antero Resources Corporation
+3.12%
+$284.26 
RPD Rapid7, Inc.
+3.06%
+$107.1 
DOW Dow Inc.
+2.91%
+$205.35 
LMT Lockheed Martin Corporation
+2.83%
+$267.44 
RDN Radian Group Inc.
+2.81%
+$139.43 
CNX CNX Resources Corporation
+2.8%
+$266 
SNOW Snowflake Inc. Common Stock
+2.78%
+$113.56 
SBAC SBA Communications Corporation
+2.77%
+$59.28 
KNTK Kinetik Holdings Inc.
+2.76%
+$73.99 
PTF Invesco Dorsey Wright Technology Momentum ETF
+2.74%
+$1,101.75 
KMI Kinder Morgan Inc.
+2.71%
+$181.17 
CVX Chevron Corporation
+2.64%
+$652.91 
TXG 10x Genomics Inc. Class A Common Stock
+2.64%
+$399.28 
NKTX Nkarta, Inc.
+2.59%
+$36.05 
DOMO Domo, Inc. Class B Common Stock
+2.5%
+$42.45 
BTU Peabody Energy Corporation
+2.47%
+$125.43 
AKAM Akamai Technologies, Inc.
+2.45%
+$69.13 
XOM ExxonMobil Holdings Corporation
+2.41%
+$3,882.9 
NEOG Neogen Corp.
+2.29%
+$249.15 
MRVL Marvell Technology Inc.
+2.29%
+$327.04 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.27%
+$1,469.45 
HFWA Heritage Financial Corporation
+2.21%
+$93.87 
PRM Perimeter Solutions, Inc.
+2.19%
+$265.37 
CDNS Cadence Design Systems, Inc.
+2.19%
+$244.26 
SRG Seritage Growth Properties Class A
+2.15%
+$1,165.22 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+2.09%
+$3,592.49 
WMB The Williams Companies, Inc.
+2.05%
+$153.7 
SNPS Synopsys Inc.
+1.99%
+$193.54 
AMD Advanced Micro Devices Inc.
+1.87%
+$1,412.52 
TXN Texas Instruments Inc.
+1.83%
+$97.47 
EQT EQT Corporation
+1.81%
+$262.35 
AMTM Amentum Holdings, Inc.
+1.78%
+$8.74 
ORCL Oracle Corporation
+1.76%
+$5,997.6 
LYB LyondellBasell Industries N.V.
+1.71%
+$73.92 
KEYS Keysight Technologies, Inc.
+1.71%
+$42.64 
INTC Intel Corporation
+1.67%
+$527.67 
APH Amphenol Corp. Class A Common Stock
+1.53%
+$1,338 
CRK Comstock Resources, Inc.
+1.5%
+$55.65 
FCX Freeport-McMoRan Inc.
+1.47%
+$131.1 
HUN Huntsman Corporation
+1.43%
+$31.37 
IEX IDEX Corporation
+1.35%
+$135.08 
CSCO Cisco Systems, Inc.
+1.34%
+$1,105.44 
JCI Johnson Controls International plc
+1.23%
+$75.89 
QCOM QUALCOMM Incorporated
+1.22%
+$46.53 
Q Qnity Electronics Inc.
+1.22%
+$46.55 
PHM PulteGroup, Inc.
+1.21%
+$78.03 
IRDM Iridium Communications Inc.
+1.19%
+$94.12 
SAM Boston Beer Company, Inc. Class A Common Stock
+1.19%
+$25.52 
ADI Analog Devices, Inc.
+1.12%
+$342.07 
HDSN Hudson Technologies, Inc.
+1.12%
+$19.68 
HCA HCA Healthcare, Inc.
+1.08%
+$698.28 
NTRS Northern Trust Corporation
+1.05%
+$52.3 
LAUR Laureate Education, Inc.
+1.02%
+$57.67 
SWKS Skyworks Solutions, Inc.
+0.97%
+$32.02 
FBNC First Bancorp
+0.96%
+$30.64 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.93%
+$1,835.05 
NOW ServiceNow Inc.
+0.91%
+$136.32 
GPRE Green Plains Inc.
+0.86%
+$55.8 
PATH UiPath, Inc. Class A Common Stock
+0.86%
+$24.6 
DD DuPont de Nemours, Inc.
+0.85%
+$27.31 
RVTY Revvity Inc.
+0.82%
+$68.11 
PAYC Paycom Software, Inc.
+0.8%
+$15.33 
AME AMETEK, Inc.
+0.79%
+$137.97 
ABT Abbott Laboratories
+0.77%
+$61.23 
ORC Orchid Island Capital, Inc.
+0.71%
+$10.12 
BXP BXP, Inc.
+0.71%
+$21.32 
FSLR First Solar Inc.
+0.7%
+$14.4 
RS Reliance, Inc.
+0.66%
+$99.54 
MSFT Microsoft Corporation Common Stock
+0.66%
+$11,002.09 
TKR The Timken Company
+0.65%
+$23.97 
VEGI iShares MSCI Agriculture Producers ETF
+0.64%
+$7,125 
PAGS PagSeguro Digital Ltd. Class A Common Shares
+0.62%
+$30.38 
EXE Expand Energy Corp
+0.62%
+$116.39 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.59%
+$512.53 
SHOP Shopify Inc.
+0.53%
+$98.46 
PDP Invesco Dorsey Wright Momentum ETF
+0.51%
+$167.82 
AIQ Global X Artificial Intelligence & Technology ETF
+0.49%
+$165 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.49%
+$364.53 
SWK Stanley Black & Decker Inc.
+0.48%
+$25.92 
BA The Boeing Company
+0.48%
+$32.58 
AMCR Amcor plc
+0.47%
+$22.14 
PWR Quanta Services, Inc.
+0.47%
+$89.95 
ADM Archer-Daniels-Midland Company
+0.46%
+$14.23 
SSB SouthState Bank Corporation Common Stock
+0.46%
+$44.64 
LGND Ligand Pharmaceuticals Incorporated
+0.44%
+$47.42 
EEM iShares MSCI Emerging Markets ETF
+0.41%
+$7,422.03 
FV First Trust Dorsey Wright Focus 5 ETF
+0.41%
+$122.31 
AVGO Broadcom Inc.
+0.4%
+$771.43 
VEEV Veeva Systems Inc.
+0.38%
+$20.91 
MAGN Magnera Corp.
+0.38%
+$14.13 
DXCM DexCom Inc.
+0.37%
+$11.58 
IBM International Business Machines Corporation
+0.35%
+$202.27 
HBAN HubSpot Inc.
+0.35%
+$68.64 
SYNA Synaptics Incorporated
+0.34%
+$18.8 
BBY Best Buy Co., Inc.
+0.34%
+$10.2 
BG Bunge Global SA
+0.33%
+$19.32 
IEMG iShares Core MSCI Emerging Markets ETF
+0.32%
+$9,569.76 
SIRI Sirius XM Holdings Inc.
+0.31%
+$14.79 
LRCX Lam Research Corp.
+0.25%
+$51.3 
NDAQ Nasdaq, Inc. Common Stock
+0.25%
+$23.71 
DIOD Diodes Incorporated
+0.24%
+$20.2 
EL The Estée Lauder Companies Inc. Class A Common Stock
+0.23%
+$9.25 
NDSN Nordson Corporation
+0.22%
+$9.12 
MAC The Macerich Company
+0.21%
+$8.55 
RF Regions Financial Corp.
+0.19%
+$21.5 
IQV IQVIA Holdings Inc.
+0.19%
+$35.88 
J Jacobs Solutions Inc.
+0.18%
+$5.83 
QQQ Invesco QQQ Trust, Series 1
+0.17%
+$1,113.55 
STT State Street Corporation Common Stock
+0.17%
+$34.51 
SMG The Scotts Miracle-Gro Company
+0.17%
+$3 
PKG Packaging Corporation of America
+0.16%
+$16.2 
CME CME Group Inc. Class A Common Stock
+0.15%
+$20.93 
GNRC Generac Holdings Inc.
+0.15%
+$14.5 
TTC The Toro Company
+0.15%
+$4.48 
ABBV AbbVie Inc.
+0.14%
+$29.62 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.13%
+$92.82 
VTEB Vanguard Tax-Exempt Bond ETF
+0.11%
+$2,083.07 
MUB iShares National Muni Bond ETF
+0.1%
+$71.3 
VTEI Vanguard Intermediate-Term Tax-Exempt Bond ETF
+0.1%
+$105.92 
NAPR Innovator Nasdaq-100 Power Buffer ETF - April
+0.09%
+$28.66 
SNDK Sandisk Corp.
+0.09%
+$8.05 
URA Global X Uranium ETF
+0.09%
+$414.69 
DE Deere & Company
+0.08%
+$2.58 
IWP iShares Russell Mid-Cap Growth ETF
+0.08%
+$555.45 
CTAS Cintas Corporation
+0.07%
+$8.32 
DVA DaVita Inc.
+0.07%
+$2.99 
IQDF FlexShares International Quality Dividend Index Fund
+0.06%
+$978.38 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
+0.04%
+$6.09 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$562.98 
PMMF iShares Prime Money Market ETF
+0.01%
+$2.88 
APGE Apogee Therapeutics Inc.
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
EQR Equity Residential
0%
$0 
FFWM First Foundation Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBS Webster Financial Corporation
0%
$0 
WSBC WesBanco, Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
LKQ LKQ Corporation
-21.01%
-$1,340.48 
SLM SLM Corp.
-10.55%
-$346.55 
ENLV Enlivex Ltd.
-10.24%
-$0.21 
T AT&T Inc.
-6.57%
-$4,184.51 
TMUS T-Mobile US Inc.
-6.18%
-$696.51 
GNTX Gentex Corporation
-6.09%
-$211.84 
SSNC SS&C Technologies Holdings, Inc.
-5.8%
-$451.53 
PTLO Portillo's Inc. Class A Common Stock
-5.65%
-$166.77 
BGS B&G Foods, Inc.
-5.35%
-$56.47 
MRTN Marten Transport, Ltd.
-5.17%
-$187.44 
PZZA Papa John's International, Inc.
-4.98%
-$106.02 
PRG PROG Holdings, Inc.
-4.78%
-$524.4 
ALGT Allegiant Travel Company
-4.55%
-$128.12 
UAA Under Armour, Inc.
-4.51%
-$210.76 
ACN Accenture plc
-4.36%
-$2,020.91 
DKS DICK'S Sporting Goods, Inc.
-4.33%
-$96.6 
NVS Novartis AG Sponsored ADR
-4.32%
-$1,397.25 
LULU lululemon athletica inc.
-4.28%
-$57.83 
ADNT Adient plc
-4.16%
-$120.83 
NCLH Norwegian Cruise Line Holdings Ltd.
-4.12%
-$71.04 
FRPT Freshpet, Inc.
-3.98%
-$85.44 
ODFL Old Dominion Freight Line, Inc.
-3.83%
-$276.2 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-3.83%
-$448.38 
NEM Newmont Corporation
-3.8%
-$767.29 
CNO CNO Financial Group, Inc.
-3.77%
-$532.95 
GPC Genuine Parts Company
-3.76%
-$72.22 
TDG TransDigm Group Inc.
-3.72%
-$595.07 
AXP American Express Company
-3.68%
-$382.88 
DAL Delta Air Lines, Inc.
-3.62%
-$539.56 
USNA USANA Health Sciences Inc.
-3.55%
-$95.79 
PCG PG&E Corporation
-3.54%
-$114.54 
YUM Yum! Brands, Inc.
-3.51%
-$3,705.28 
HSY The Hershey Company Common Stock
-3.35%
-$188.32 
LLY Eli Lilly and Company
-3.33%
-$304.43 
PBF PBF Energy Inc. Class A Common Stock
-3.28%
-$540.8 
WSM Williams-Sonoma, Inc.
-3.26%
-$1,225.44 
DIN Dine Brands Global Inc.
-3.2%
-$90.78 
KNX Knight-Swift Transportation Holdings Inc. Class A Common Stock
-3.17%
-$61.38 
BFH Bread Financial Holdings, Inc.
-3.12%
-$192 
XPO XPO, Inc.
-3.06%
-$98.26 
KTB Kontoor Brands Inc.
-3.01%
-$124.02 
CAL Caleres, Inc.
-3%
-$84.4 
JXN Jackson Financial Inc.
-2.98%
-$187.06 
RLAY Relay Therapeutics Inc.
-2.94%
-$376.92 
RPM RPM International Inc.
-2.91%
-$88.8 
HD The Home Depot, Inc.
-2.83%
-$752.49 
LOW Lowe's Companies, Inc.
-2.79%
-$1,770.1 
MLKN MillerKnoll Inc.
-2.77%
-$121.8 
FUL H.B. Fuller Company
-2.76%
-$56.2 
ECG Everus Construction Group, Inc.
-2.74%
-$39.9 
F Ford Motor Co.
-2.72%
-$151.45 
CI The Cigna Group
-2.72%
-$103.08 
IMVT Immunovant Inc.
-2.68%
-$188.76 
CHTR Charter Communications Inc. Class A Common Stock
-2.67%
-$89.7 
EPAM EPAM Systems, Inc.
-2.67%
-$96.2 
ALSN Allison Transmission Holdings, Inc.
-2.67%
-$78.84 
VOYA Voya Financial Inc.
-2.66%
-$81.06 
KO The Coca-Cola Company
-2.65%
-$1,446.83 
CMG Chipotle Mexican Grill, Inc.
-2.61%
-$110.25 
UBER Uber Technologies Inc.
-2.59%
-$110.98 
ROIV Roivant Sciences Ltd.
-2.58%
-$232.85 
PG The Procter & Gamble Company
-2.57%
-$3,684.75 
KD Kyndryl Holdings Inc.
-2.57%
-$11.31 
PII Polaris Inc.
-2.56%
-$279.85 
FIS Fidelity National Information Services, Inc.
-2.51%
-$97.92 
MQ Marqeta Inc. Class A Common Stock
-2.46%
-$61.39 
PEP PepsiCo, Inc.
-2.45%
-$482.8 
LSTR Landstar System, Inc.
-2.43%
-$309.24 
CSL Carlisle Companies Incorporated
-2.4%
-$101.64 
CSGP CoStar Group, Inc.
-2.37%
-$82.52 
DCH Dauch Corporation
-2.34%
-$95.5 
RGLD Royal Gold, Inc.
-2.32%
-$120.01 
UHAL U-Haul Holding Company
-2.32%
-$3.96 
CAT Caterpillar Inc.
-2.29%
-$274.55 
BRK-B Berkshire Hathaway Inc.
-2.28%
-$4,698.12 
RNR RenaissanceRe Holdings Ltd.
-2.25%
-$122.4 
SYF Synchrony Financial
-2.22%
-$654.64 
WHR Whirlpool Corp.
-2.19%
-$19.53 
NKE Nike, Inc. Class B Common Stock
-2.18%
-$497.66 
MAT Mattel Inc.
-2.17%
-$20.98 
BRO Brown & Brown Inc.
-2.16%
-$236.67 
BMY Bristol-Myers Squibb Company
-2.16%
-$187.68 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
-2.12%
-$30.9 
BHF Brighthouse Financial Inc.
-2.11%
-$48.02 
MO Altria Group, Inc.
-2.11%
-$160.5 
ENTA Enanta Pharmaceuticals, Inc.
-2.07%
-$87.51 
JBSS John B. Sanfilippo & Son, Inc.
-2.05%
-$43.4 
EXP Eagle Materials Inc.
-2.03%
-$87.12 
ADBE Adobe Inc.
-1.98%
-$48.15 
MCD McDonald's Corporation
-1.97%
-$119.28 
FBIN Fortune Brands Innovations, Inc.
-1.96%
-$53.32 
PBH Prestige Consumer Healthcare Inc.
-1.95%
-$33.77 
EFX Equifax Inc.
-1.94%
-$58.16 
APO Apollo Global Management Inc.
-1.92%
-$83.79 
KVUE Kenvue Inc.
-1.91%
-$53.58 
VSNT Versant Media Group Inc. Class A Common Stock
-1.91%
-$3.69 
GE General Electric Company
-1.9%
-$307.45 
URBN Urban Outfitters Inc.
-1.89%
-$125.23 
PCAR PACCAR Inc.
-1.88%
-$63.86 
MAS Masco Corporation
-1.86%
-$120.35 
WY Weyerhaeuser Co.
-1.84%
-$51.47 
ROL Rollins Inc.
-1.83%
-$105.14 
TAP Molson Coors Beverage Company Class B Common Stock
-1.82%
-$53.2 
SRRK Scholar Rock Holding Corporation Common Stock
-1.81%
-$194.94 
ALL The Allstate Corporation
-1.81%
-$580.32 
CB Chubb Limited
-1.8%
-$256.23 
NRG NRG Energy, Inc.
-1.8%
-$247.47 
HMN Horace Mann Educators Corporation
-1.79%
-$199.75 
FR First Industrial Realty Trust, Inc.
-1.79%
-$170.28 
HLT Hilton Worldwide Holdings Inc.
-1.79%
-$268.8 
GM General Motors Co.
-1.75%
-$124.2 
ILPT Industrial Logistics Properties Trust
-1.75%
-$86.5 
VZ Verizon Communications Inc.
-1.74%
-$261.4 
UNH UnitedHealth Group Inc.
-1.73%
-$707.52 
AIG American International Group, Inc.
-1.73%
-$248.25 
KNF Knife River Corporation
-1.73%
-$13.95 
JNJ Johnson & Johnson
-1.71%
-$2,079.35 
ORLY O'Reilly Automotive Inc.
-1.7%
-$234 
WPC W. P. Carey Inc.
-1.67%
-$34.56 
ESS Essex Property Trust Inc.
-1.67%
-$61.23 
TRU TransUnion
-1.67%
-$141.78 
AGO Assured Guaranty Ltd.
-1.66%
-$133.38 
XEL Xcel Energy Inc.
-1.65%
-$123.5 
EMBC Embecta Corp.
-1.64%
-$1.69 
MS Morgan Stanley Common Stock
-1.64%
-$529.76 
DASH DoorDash, Inc. Class A Common Stock
-1.64%
-$91.2 
LUV Southwest Airlines Co.
-1.62%
-$93.84 
AZO AutoZone, Inc.
-1.61%
-$157.77 
GXO GXO Logistics, Inc.
-1.57%
-$13.09 
PINS Pinterest Inc.
-1.57%
-$60.84 
MRK Merck & Co., Inc.
-1.55%
-$610.1 
REGN Regeneron Pharmaceuticals, Inc.
-1.53%
-$113.05 
COF Capital One Financial Corp.
-1.51%
-$138.6 
RTX RTX Corporation
-1.5%
-$867.28 
CHE Chemed Corp.
-1.49%
-$38.85 
VCR Vanguard Consumer Discretionary ETF
-1.49%
-$4,636.52 
OSK Oshkosh Corporation
-1.48%
-$45.77 
WU The Western Union Company
-1.48%
-$46.45 
IVZ Invesco Ltd.
-1.48%
-$189.55 
BR Broadridge Financial Solutions, Inc.
-1.48%
-$32.94 
PK Park Hotels & Resorts Inc.
-1.47%
-$8.33 
WMT Walmart Inc.
-1.46%
-$2,557.49 
KROS Keros Therapeutics, Inc.
-1.45%
-$9.24 
CMCO Columbus McKinnon Corporation
-1.45%
-$26.6 
A AgileThought, Inc. Class A Common Stock
-1.45%
-$889.56 
SEIC SEI Investments Company
-1.45%
-$49.83 
FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock
-1.44%
-$91.7 
VICI VICI Properties Inc.
-1.44%
-$41.74 
SMP Standard Motor Products Inc.
-1.41%
-$42.4 
NFLX Netflix Inc.
-1.4%
-$817.8 
MAA Mid-America Apartment Communities, Inc.
-1.38%
-$26.8 
TJX The TJX Companies, Inc.
-1.36%
-$225.12 
UL Unilever PLC Sponsored ADR
-1.36%
-$414.05 
MTD Mettler-Toledo International Inc.
-1.35%
-$158.83 
MLM Martin Marietta Materials, Inc.
-1.33%
-$89.7 
JPM JPMorgan Chase & Co.
-1.32%
-$1,833.06 
BAX Baxter International Inc.
-1.31%
-$50.25 
AEP American Electric Power Company, Inc.
-1.3%
-$113.56 
MPT Medical Properties Trust Inc.
-1.29%
-$25.86 
TRV The Travelers Companies, Inc.
-1.27%
-$469.11 
C Citigroup Inc.
-1.27%
-$362.31 
MKL Markel Group Inc.
-1.26%
-$48.14 
CSR Centerspace
-1.25%
-$34.56 
V Visa Inc. Class A
-1.24%
-$2,067.39 
COST Costco Wholesale Corp
-1.24%
-$1,019.79 
OXM Oxford Industries Inc.
-1.24%
-$21.7 
PFE Pfizer Inc.
-1.23%
-$129.75 
SBUX Starbucks Corp.
-1.23%
-$346.38 
PEG Public Service Enterprise Group Inc.
-1.22%
-$38.27 
ILCB iShares MSCI USA ETF
-1.21%
-$9,401.6 
SPB Spectrum Brands Holdings Inc.
-1.19%
-$17.28 
AEE Ameren Corporation
-1.18%
-$16.64 
DHR Danaher Corp.
-1.17%
-$410.81 
SIVR abrdn Physical Silver Shares ETF
-1.16%
-$8,584.2 
NVO Novo Nordisk A/S Sponsored ADR
-1.15%
-$216.58 
XLC State Street Communication Services Select Sector SPDR ETF
-1.15%
-$345.96 
SOFI SoFi Technologies, Inc.
-1.15%
-$55.76 
CHRW C.H. Robinson Worldwide Inc.
-1.14%
-$189.54 
VHT Vanguard Health Care ETF
-1.13%
-$38.05 
CSX CSX Corporation
-1.12%
-$35.38 
CRF Cornerstone Total Return Fund, Inc.
-1.1%
-$172.97 
VFH Vanguard Financials Index Fund ETF Shares
-1.1%
-$2,304.32 
CVS CVS Health Corporation Common Stock
-1.1%
-$245.44 
GDDY GoDaddy Inc. Class A Common Stock
-1.1%
-$88.2 
L Loews Corp.
-1.08%
-$76.26 
IT Gartner Inc.
-1.08%
-$86.02 
PM Philip Morris International Inc.
-1.08%
-$416.64 
MTN Vail Resorts Inc.
-1.07%
-$20.67 
RSG Republic Services Inc.
-1.06%
-$43.6 
IDXX IDEXX Laboratories, Inc.
-1.04%
-$124.22 
RYN Rayonier Inc.
-1.04%
-$14.82 
MMM 3M Company
-1.04%
-$132.86 
BALL Ball Corporation
-1.03%
-$31.96 
TTD The Trade Desk, Inc. Class A Common Stock
-1.03%
-$17.82 
WAT Waters Corporation
-1.02%
-$60.65 
FE FirstEnergy Corp.
-1.02%
-$31.35 
MBC MasterBrand, Inc.
-1.02%
-$4.65 
LKFN Lakeland Financial Corp.
-1.02%
-$30.25 
AEM Agnico Eagle Mines Limited
-1.01%
-$12,938.75 
TRN Trinity Industries Inc.
-1.01%
-$23.14 
SHOE Shoe Station Group Inc.
-0.98%
-$13.58 
MRSH Marsh & McLennan Companies, Inc.
-0.98%
-$84.28 
VIGI Vanguard International Dividend Appreciation ETF
-0.95%
-$707.82 
ARE Alexandria Real Estate Equities, Inc.
-0.95%
-$36.9 
ADP Automatic Data Processing Inc.
-0.94%
-$680.94 
EQIX Equinix, Inc.
-0.93%
-$115.65 
ETR Entergy Corporation Common Stock
-0.93%
-$74.74 
XLI State Street Industrial Select Sector SPDR ETF
-0.93%
-$29.45 
ALGN Align Technology Inc.
-0.93%
-$24.55 
SCHW The Charles Schwab Corporation
-0.92%
-$125.06 
GS The Goldman Sachs Group, Inc.
-0.91%
-$219.24 
CP Canadian Pacific Kansas City Ltd.
-0.91%
-$105.78 
MSCI MSCI Inc.
-0.89%
-$38.81 
BIIB Biogen Inc.
-0.89%
-$166.5 
COO The Cooper Companies, Inc.
-0.88%
-$15.26 
ATO Atmos Energy Corporation
-0.88%
-$70.38 
MDU MDU Resources Group Inc.
-0.88%
-$10.54 
WAB Wabtec Corporation
-0.87%
-$134.68 
DVY iShares Select Dividend ETF
-0.87%
-$5,164.75 
PNW Pinnacle West Capital Corporation
-0.86%
-$93.84 
EVRG Evergy Inc.
-0.85%
-$224.64 
ED Consolidated Edison Inc.
-0.82%
-$529.07 
VST Vistra Corp.
-0.82%
-$171.35 
CMC Commercial Metals Company
-0.81%
-$26 
CCK Crown Holdings Inc.
-0.81%
-$21.23 
DGRO iShares Core Dividend Growth ETF
-0.8%
-$48,141.44 
QDF FlexShares Quality Dividend Index Fund
-0.79%
-$559.85 
PAYX Paychex Inc.
-0.78%
-$78.84 
DFSI Dimensional International Sustainability Core 1 ETF
-0.78%
-$1,767.85 
IAUM iShares Gold Trust Micro
-0.77%
-$9,632.32 
WST West Pharmaceutical Services Inc.
-0.75%
-$118.4 
VIG Vanguard Dividend Appreciation ETF
-0.75%
-$4,344.42 
MDT Medtronic plc
-0.74%
-$116.64 
BAC Bank of America Corporation
-0.74%
-$315.4 
CPRT Copart, Inc.
-0.74%
-$19.78 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.74%
-$2,553.47 
SPHQ Invesco S&P 500 Quality ETF
-0.73%
-$505.69 
STZ Constellation Brands Inc. Class A
-0.73%
-$29.29 
HEI HEICO Corporation
-0.72%
-$105.84 
QUAL iShares MSCI USA Quality Factor ETF
-0.71%
-$40,095.03 
FCBC First Community Bankshares, Inc.
-0.7%
-$715.87 
VTR Ventas, Inc.
-0.7%
-$61 
SNEX StoneX Group Inc.
-0.7%
-$146.4 
FAST Fastenal Co.
-0.69%
-$54.02 
AMZN Amazon.com Inc
-0.68%
-$8,994.6 
WFC Wells Fargo & Company
-0.68%
-$188.16 
SPGI S&P Global Inc.
-0.67%
-$91.5 
TSLA Tesla, Inc.
-0.67%
-$163.8 
GOOGL Alphabet Inc
-0.67%
-$3,749.6 
ES Eversource Energy
-0.67%
-$82.36 
CRM Salesforce, Inc.
-0.66%
-$514.6 
META Meta Platforms Inc Class A
-0.65%
-$1,417.82 
RSP Invesco S&P 500 Equal Weight ETF
-0.64%
-$918.79 
KLAC KLA Corporation
-0.64%
-$742.6 
CM Canadian Imperial Bank of Commerce
-0.64%
-$146 
IVR Invesco Mortgage Capital Inc.
-0.63%
-$8.99 
DFSU Dimensional US Sustainability Core 1 ETF
-0.63%
-$1,429.5 
IWD iShares Russell 1000 Value ETF
-0.62%
-$48,821.58 
GNW Genworth Financial Inc.
-0.61%
-$29.59 
DUK Duke Energy Corporation
-0.61%
-$83.93 
VTV Vanguard Morningstar Value ETF
-0.6%
-$38,410.69 
FLJH Franklin FTSE Japan Hedged ETF
-0.6%
-$15.3 
O Realty Income Corp.
-0.6%
-$46.93 
PHIN PHINIA Inc.
-0.59%
-$4.08 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.58%
-$8,632.84 
FNDX Schwab Fundamental U.S. Large Company ETF
-0.58%
-$48,293.25 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.58%
-$1,440.48 
EMN Eastman Chemical Co.
-0.57%
-$28.5 
USB U.S. Bancorp
-0.57%
-$32.64 
GOOG Alphabet Inc
-0.56%
-$5,416.23 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.56%
-$25,501.68 
YUMC Yum China Holdings, Inc.
-0.56%
-$170.5 
PLD Prologis, Inc.
-0.56%
-$15.51 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$11,431.03 
AAPL Apple Inc.
-0.55%
-$10,919.47 
IQLT iShares MSCI Intl Quality Factor ETF
-0.55%
-$958.1 
PAVE Global X U.S. Infrastructure Development ETF
-0.55%
-$8.55 
PHYS Sprott Physical Gold Trust
-0.54%
-$924 
IEFA iShares Core MSCI EAFE ETF
-0.54%
-$47,998.6 
EFA iShares MSCI EAFE ETF
-0.52%
-$7,405.02 
ACGL Arch Capital Group Ltd.
-0.52%
-$36.91 
SPG Simon Property Group Inc.
-0.52%
-$25.3 
WELL Welltower Inc.
-0.52%
-$99.63 
IVE iShares S&P 500 Value ETF
-0.51%
-$137.76 
RKT Rocket Companies Inc. Class A Common Stock
-0.51%
-$11.1 
BDX Becton, Dickinson and Company
-0.51%
-$114.24 
NEU NewMarket Corporation
-0.5%
-$17.44 
ZBH Zimmer Biomet Holdings Inc.
-0.46%
-$42.75 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.46%
-$29.93 
TOL Toll Brothers, Inc.
-0.44%
-$26.45 
NXPI NXP Semiconductors N.V.
-0.43%
-$62.83 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.43%
-$8.4 
IVV iShares Core S&P 500 ETF
-0.43%
-$62,339.73 
VBR Vanguard Small-Cap Value ETF
-0.43%
-$10,289.7 
AUB Atlantic Union Bankshares Corporation
-0.42%
-$41.31 
SCHD Schwab U.S. Dividend Equity ETF
-0.42%
-$501.3 
SPY State Street SPDR S&P 500 ETF Trust
-0.42%
-$6,636.46 
EXR Extra Space Storage Inc.
-0.42%
-$23.4 
DFAS Dimensional U.S. Small Cap ETF
-0.42%
-$887.37 
UPS United Parcel Service, Inc. Class B Common Stock
-0.41%
-$73.92 
NOC Northrop Grumman Corporation
-0.41%
-$60.62 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.41%
-$556.22 
LII Lennox International Inc.
-0.4%
-$9.12 
MTB M&T Bank Corporation
-0.4%
-$45.76 
NFG National Fuel Gas Company
-0.4%
-$23.68 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
-0.4%
-$97.33 
LIN Linde plc
-0.39%
-$70.29 
VOO Vanguard S&P 500 ETF
-0.39%
-$1,168.12 
VONE Vanguard Russell 1000 ETF
-0.39%
-$1,754.72 
PSA Public Storage
-0.39%
-$15.6 
VYMI Vanguard International High Dividend Yield ETF
-0.38%
-$2,341.95 
IWO iShares Russell 2000 Growth ETF
-0.38%
-$1,176.6 
VTI Vanguard Total Stock Market ETF
-0.38%
-$1,714.56 
IRM Iron Mountain Inc.
-0.38%
-$39.48 
VB Vanguard Small-Cap ETF
-0.38%
-$53.16 
APP AppLovin Corporation Class A Common Stock
-0.37%
-$544.5 
IWS iShares Russell Mid-Cap Value ETF
-0.37%
-$2,740.66 
SCHK Schwab 1000 Index ETF
-0.37%
-$4,480.92 
VT Vanguard Total World Stock ETF
-0.37%
-$63.25 
LHX L3Harris Technologies, Inc.
-0.37%
-$22.32 
SCHX Schwab U.S. Large-Cap ETF
-0.37%
-$31,529.7 
FVR FrontView REIT, Inc.
-0.37%
-$22.62 
DFUV Dimensional US Marketwide Value ETF
-0.36%
-$3,660.48 
AMH American Homes 4 Rent Class A
-0.36%
-$153.18 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.36%
-$70.8 
BLV Vanguard Long-Term Bond ETF
-0.36%
-$6.34 
EFV iShares MSCI EAFE Value ETF
-0.36%
-$2,270.31 
XAR State Street SPDR S&P Aerospace & Defense ETF
-0.36%
-$3,614.14 
IWB iShares Russell 1000 ETF
-0.36%
-$11,677.13 
CTRE CareTrust REIT, Inc.
-0.35%
-$12.87 
MCHP Microchip Technology Inc.
-0.35%
-$29.85 
GILD Gilead Sciences Inc.
-0.34%
-$120.96 
OTIS Otis Worldwide Corporation
-0.34%
-$51.48 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$9,834 
VEA Vanguard FTSE Developed Markets ETF
-0.34%
-$16,649.28 
LIVN LivaNova PLC
-0.34%
-$14.03 
VTWO Vanguard Russell 2000 ETF
-0.34%
-$5,259.75 
DFAT Dimensional U.S. Targeted Value ETF
-0.33%
-$730.25 
VV Vanguard Morningstar Large-Cap ETF
-0.33%
-$164.97 
DFUS Dimensional U.S. Equity Market ETF
-0.33%
-$6,375.05 
RPRX Royalty Pharma plc Class A Ordinary Shares
-0.33%
-$66.57 
IWM iShares Russell 2000 ETF
-0.33%
-$6,124.37 
CARR Carrier Global Corp.
-0.33%
-$88.98 
FHN First Horizon Corporation
-0.32%
-$46.58 
SCHF Schwab International Equity ETF
-0.32%
-$97,677.41 
VGLT Vanguard Long-Term Treasury ETF
-0.32%
-$23,024.43 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
-0.31%
-$81.93 
ICE Intercontinental Exchange, Inc.
-0.31%
-$46.97 
SCHA Schwab U.S. Small-Cap ETF
-0.31%
-$3,771.4 
TITN Titan Machinery Inc.
-0.3%
-$9.73 
LLYVK Liberty Live Holdings, Inc.
-0.3%
-$0.6 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.3%
-$8,945.55 
IVW iShares S&P 500 Growth ETF
-0.29%
-$526.4 
APD Air Products and Chemicals Inc.
-0.29%
-$13.35 
EW Edwards Lifesciences Corporation
-0.29%
-$40.3 
DIS The Walt Disney Company
-0.29%
-$43.55 
LINE Lineage, Inc.
-0.28%
-$6.5 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
-0.28%
-$2,357.64 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.28%
-$9,645.25 
IJR iShares Core S&P Small-Cap ETF
-0.27%
-$558.59 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.27%
-$3,544.64 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.27%
-$46.28 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.27%
-$143.41 
ELAN Elanco Animal Health Incorporated
-0.26%
-$24.48 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.26%
-$3,771.76 
ESAB ESAB Corporation
-0.25%
-$3.23 
IJS iShares S&P Small-Cap 600 Value ETF
-0.25%
-$55.58 
NEE NextEra Energy Inc.
-0.24%
-$31.6 
NVDA NVIDIA Corporation
-0.24%
-$1,594.29 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.24%
-$10.64 
MCHB Mechanics Bank
-0.23%
-$9.84 
BMRC Bank of Marin Bancorp
-0.22%
-$11.1 
IWN iShares Russell 2000 Value ETF
-0.22%
-$367.81 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.2%
-$44.28 
PRFZ Invesco RAFI US 1500 Small-Mid ETF
-0.2%
-$65.62 
ARR ARMOUR Residential REIT, Inc.
-0.2%
-$9.75 
CMCSA Comcast Corp. Class A Common Stock
-0.2%
-$6.93 
DINO HF Sinclair Corporation
-0.2%
-$87.36 
FNDF Schwab Fundamental International Equity ETF
-0.2%
-$47,903.62 
OMC Omnicom Group Inc.
-0.19%
-$5.44 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.18%
-$267.58 
BND Vanguard Total Bond Market ETF
-0.17%
-$7,644.75 
IWF iShares Russell 1000 Growth ETF
-0.17%
-$18.48 
INVH Invitation Homes Inc.
-0.16%
-$123.97 
BIV Vanguard Intermediate-Term Bond ETF
-0.16%
-$32.85 
MFA MFA Financial, Inc.
-0.15%
-$2.02 
HIW Highwoods Properties, Inc.
-0.15%
-$6.03 
EXPD Expeditors International of Washington Inc.
-0.14%
-$48.16 
DFIV Dimensional International Value ETF
-0.14%
-$3,630.08 
VIRT Virtu Financial Inc. Class A Common Stock
-0.14%
-$19.52 
AGG iShares Core U.S. Aggregate Bond ETF
-0.14%
-$1,504.31 
WLY John Wiley & Sons, Inc. Class A
-0.14%
-$4.57 
GEV GE Vernova Inc.
-0.14%
-$40.68 
ISHG iShares 1-3 Year International Treasury Bond ETF
-0.11%
-$1,133.78 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$3,711.18 
MTCH Match Group Inc.
-0.11%
-$8.1 
GD General Dynamics Corp.
-0.11%
-$23.94 
ILCG iShares Morningstar Growth ETF
-0.11%
-$724.8 
SCHY Schwab International Dividend Equity ETF
-0.11%
-$203.45 
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF
-0.1%
-$437.77 
MPC Marathon Petroleum Corp.
-0.09%
-$102.09 
VWO Vanguard FTSE Emerging Markets ETF
-0.09%
-$1,764.85 
PXH Invesco RAFI Emerging Markets ETF
-0.09%
-$678.75 
AGZ iShares Agency Bond ETF
-0.08%
-$0.9 
TT Trane Technologies plc
-0.08%
-$20.35 
DWX SPDR S&P International Dividend ETF
-0.06%
-$1,467.9 
GEHC GE HealthCare Technologies Inc.
-0.06%
-$1.3 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.06%
-$234 
FNB F.N.B. Corporation
-0.06%
-$6.54 
TECH Bio-Techne Corp.
-0.06%
-$3.52 
SCHE Schwab Emerging Markets Equity ETF
-0.04%
-$4,622.18 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$570.75 
BFAM Bright Horizons Family Solutions Inc.
-0.04%
-$0.78 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$2,649.83 
CHCT Community Healthcare Trust Incorporated
-0.04%
-$0.8 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$98.64 
TIP iShares TIPS Bond ETF
-0.03%
-$64.36 
SCHP Schwab U.S. TIPS ETF
-0.03%
-$1,007.22 
VRT Vertiv Holdings Co Class A Common Stock
-0.03%
-$8.82 
ETN Eaton Corporation plc
-0.03%
-$4.18 
FITB Fifth Third Bancorp
-0.03%
-$7.87 
MMKT Texas Capital Government Money Market ETF
-0.03%
-$7.78 
DHI D.R. Horton, Inc.
-0.02%
-$4.62 
BNY Bank of New York Mellon Corp.
-0.01%
-$3.34 
SCI Service Corporation International
-0.01%
-$1.03 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-0.01%
-$315.88 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3675 | Longs Won 2329/3675 63% | Profit Factor 10.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $186,837.17 |
| Average Win $36,326.1 | Best Trade (Oct 20) $6.1M | Sharpe Ratio -9.73 |
| Average Loss -$6,057.91 | Worst Trade (Jun 30) -$507,366.99 | Z-Score 19.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 6d | Expectancy $20,802.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 353 | $52,250.74 | $60,493.61 | - | $8,242.87 | 15.78% | -1.449% |
| AAPL Apple Inc. | 5,717 | $856,447.61 | $1.98M | - | $1.12M | 131.17% | -0.549% |
| ABBV AbbVie Inc. | 75 | $12,367.5 | $21,418.87 | - | $9,051.37 | 73.19% | +0.139% |
| ABT Abbott Laboratories | 78 | $9,067.58 | $8,057.01 | - | -$1,010.57 | -11.14% | +0.766% |
| ACGL Arch Capital Group Ltd. | 69 | $4,331.82 | $7,048.69 | - | $2,716.87 | 62.72% | -0.521% |
| ACN Accenture plc | 179 | $51,433.78 | $44,293.55 | - | -$7,140.23 | -13.88% | -4.363% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 47,050 | $2.6M | $3.46M | - | $857,138.54 | 32.99% | -0.278% |
| ADBE Adobe Inc. | 9 | $2,187.72 | $2,386.8 | - | $199.08 | 9.1% | -1.977% |
| ADI Analog Devices, Inc. | 79 | $12,958.37 | $30,817.11 | - | $17,858.74 | 137.82% | +1.122% |
| ADM Archer-Daniels-Midland Company | 39 | $1,872.39 | $3,127.99 | - | $1,255.6 | 67.06% | +0.457% |
| ADNT Adient plc | 169 | $3,288.74 | $2,784.27 | - | -$504.47 | -15.34% | -4.159% |
| ADP Automatic Data Processing Inc. | 234 | $55,920.13 | $71,377.02 | - | $15,456.89 | 27.64% | -0.945% |
| AEE Ameren Corporation | 13 | $1,155.96 | $1,399.58 | - | $243.62 | 21.08% | -1.175% |
| AEM Agnico Eagle Mines Limited | 7,269 | $363,304.62 | $1.27M | - | $904,190.91 | 248.88% | -1.01% |
| AEP American Electric Power Company, Inc. | 67 | $6,946.21 | $8,639.31 | - | $1,693.1 | 24.37% | -1.297% |
| AGG iShares Core U.S. Aggregate Bond ETF | 11,143 | $1.08M | $1.07M | - | -$13,942.85 | -1.29% | -0.14% |
| AGO Assured Guaranty Ltd. | 114 | $7,097.64 | $7,881.96 | - | $784.32 | 11.05% | -1.664% |
| AGZ iShares Agency Bond ETF | 10 | $1,066.39 | $1,071.4 | - | $5.01 | 0.47% | -0.084% |
| AIG American International Group, Inc. | 173 | $10,940.52 | $14,115.93 | - | $3,175.41 | 29.02% | -1.728% |
| AIQ Global X Artificial Intelligence & Technology ETF | 541 | $23,636.29 | $33,744.87 | - | $10,108.58 | 42.77% | +0.491% |
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FAQ
Which stocks have generated the highest profits for Bill McVay?
The largest contributions to the portfolio's profits come from the following stocks: Schwab International Equity ETF - $2.61M, Schwab Fundamental International Equity ETF - $2.31M, iShares Core MSCI EAFE ETF - $1.33M, Alphabet Inc - $1.13M, and Vanguard Morningstar Value ETF - $1.08M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Vanguard Long-Term Bond ETF - $374,411.96, iShares National Muni Bond ETF - $311,006.22, Vanguard Short-Term Bond ETF - $75,760.76, SPDR Portfolio Intermediate Term Corporate Bond ETF - $73,173.74, and Vanguard Morningstar Large-Cap ETF - $41,983.45. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bill McVay's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.67M earned over time. The largest contributors to dividend income include Schwab International Equity ETF - $2.7M, Schwab Fundamental International Equity ETF - $2.29M, Schwab Emerging Markets Equity ETF - $1.39M, Vanguard Long-Term Treasury ETF - $1.38M, and iShares Core MSCI EAFE ETF - $1.12M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bill McVay's monthly returns?
Bill McVay's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Bill McVay's strategy be considered aggressive or moderate?
Bill McVay's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Bill McVay's strategy?
Bill McVay's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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