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:
58.36%
Gain -0.24%
Monthly
0.76%
Yearly
9.47%
Drawdown
13.59%
$264.5M
Equity
Holdings
$264.5M
Investment
$186.1M
$82.85M
Profit -$433,883.48
Realized
$4.45M
Unrealized
$78.4M
Dividends
$21.13M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$433,883.48
Win %
79%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$3.1M
Win %
79%
This Month
Compared to last month
Gain
-0.44%
Profit
-$1.16M
Win %
79%
This Year
Compared to last year
Gain
11.07%
Profit
$26.36M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$189,780.75 
DXCM DexCom, Inc.
+11.95%
+$356.4 
ETN Eaton Corporation plc
+7.32%
+$1,075.78 
ENLV Enlivex Ltd.
+7.18%
+$1.41 
GOOG Alphabet Inc
+6.88%
+$69,116.73 
GOOGL Alphabet Inc
+6.73%
+$38,648.4 
WY Weyerhaeuser Company
+6.51%
+$215.73 
VRT Vertiv Holdings Co
+6.18%
+$2,068.29 
FSLY Fastly, Inc.
+5.15%
+$140.97 
CBOE Cboe Global Markets Inc.
+4.62%
+$493.56 
APO Apollo Global Management, Inc.
+4.44%
+$202.92 
NEOG Neogen Corporation
+4.42%
+$462.06 
SNPS Synopsys, Inc.
+4.41%
+$377.89 
CRK Comstock Resources Inc.
+4.41%
+$148.4 
HDSN Hudson Technologies Inc.
+4.14%
+$78.72 
YUMC Yum China Holdings Inc.
+3.68%
+$1,166.22 
CNX CNX Resources Corporation
+3.44%
+$316.54 
TT Trane Technologies plc
+3.33%
+$806.85 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$218.61 
META Meta Platforms Inc Class A
+3.28%
+$5,905.12 
LSTR Landstar System Inc.
+3.21%
+$407.25 
PATH Uipath Inc.
+3.15%
+$79.95 
STNG Scorpio Tankers Inc.
+3.08%
+$121.16 
MSFT Microsoft Corp.
+3.02%
+$43,815.51 
CNO CNO Financial Group Inc.
+2.99%
+$408 
NVDA NVIDIA Corporation
+2.93%
+$17,849.48 
LYB LyondellBasell Industries N.V.
+2.71%
+$108.24 
GNRC Generac Holdings Inc.
+2.71%
+$260 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$8,379.82 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$230.55 
MTD Mettler-Toledo International Inc.
+2.58%
+$249.83 
PRG Prog Holdings Inc.
+2.47%
+$365.7 
FSLR First Solar, Inc.
+2.44%
+$60.24 
AR Antero Resources Corporation
+2.38%
+$195.72 
HP Helmerich & Payne Inc.
+2.37%
+$117.6 
CVX Chevron Corporation
+2.35%
+$492.68 
MRVL Marvell Technology, Inc.
+2.32%
+$272.64 
ORLY O'Reilly Automotive Inc.
+2.28%
+$298.5 
FAST Fastenal Co.
+2.25%
+$155.4 
CDNS Cadence Design Systems, Inc.
+2.16%
+$259.2 
AMTM Amentum Holdings, Inc.
+2.16%
+$10.81 
CSCO Cisco Systems, Inc.
+2.14%
+$1,905.12 
PSA Public Storage Common Stock
+2.12%
+$87.36 
CHTR Charter Communications Inc
+2.1%
+$89.4 
KEYS Keysight Technologies, Inc.
+2.04%
+$51.12 
ECG Everus Construction Group, Inc.
+2.02%
+$37.35 
JCI Johnson Controls International plc
+1.93%
+$119.54 
HAL Halliburton Company
+1.93%
+$297.68 
AVAV AeroVironment Inc.
+1.91%
+$767.2 
LHX L3Harris Technologies, Inc.
+1.9%
+$123.84 
PANW Palo Alto Networks, Inc.
+1.89%
+$479.7 
EPAM Epam Systems Inc.
+1.83%
+$49.4 
CRM Salesforce Inc
+1.83%
+$1,026.1 
RYN Rayonier Inc.
+1.82%
+$29.64 
ORCL Oracle Corporation
+1.81%
+$6,283.2 
RPD Rapid7 Inc.
+1.79%
+$40.46 
EXE Expand Energy Corporation
+1.74%
+$325.22 
VTR Ventas Inc.
+1.73%
+$159 
HCA HCA Healthcare Inc.
+1.72%
+$938.4 
ILPT Industrial Logistics Properties Trust
+1.65%
+$96.88 
J Jacobs Solutions Inc.
+1.64%
+$47.96 
KMI Kinder Morgan, Inc.
+1.64%
+$102.96 
SHEL Shell plc
+1.62%
+$898.17 
ACN Accenture plc Class A
+1.61%
+$470.77 
BMRC Bank of Marin Bancorp
+1.6%
+$85.1 
FANG Diamondback Energy Inc
+1.59%
+$193.98 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$463.14 
VZ Verizon Communications Inc.
+1.52%
+$233.1 
PAYC Paycom Software, Inc.
+1.51%
+$17.08 
LMT Lockheed Martin Corporation
+1.5%
+$138.08 
MAC The Macerich Company
+1.45%
+$63.27 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$2,526.72 
NOC Northrop Grumman Corporation
+1.43%
+$206.01 
PWR Quanta Services Inc.
+1.43%
+$328.3 
CRF Cornerstone Total Return Fund, Inc.
+1.42%
+$266.1 
GE General Electric Company
+1.42%
+$276.65 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$91.26 
KLAC KLA Corporation
+1.38%
+$1,967.11 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.37%
+$1,966.9 
JBSS John B. Sanfilippo & Son, Inc.
+1.36%
+$34.41 
RS Reliance Inc.
+1.27%
+$182.88 
AKAM Akamai Technologies Inc.
+1.26%
+$44.33 
MBC MasterBrand, Inc.
+1.23%
+$6.2 
CMCSA Comcast Corp
+1.23%
+$44.66 
COP ConocoPhillips
+1.22%
+$147.9 
WFC Wells Fargo & Company
+1.19%
+$342.72 
MCHB Mechanics Bank
+1.15%
+$53.39 
PTF Invesco Dorsey Wright Technology ETF
+1.12%
+$425.1 
BG Bunge Global S.A.
+1.1%
+$64.96 
VEEV Veeva Systems Inc.
+1.1%
+$37.74 
EQT EQT Corporation
+1.1%
+$153.7 
KNTK Kinetik Holdings Inc.
+1.1%
+$26.95 
ESAB Esab Corporation
+1.1%
+$17.86 
TKR Timken Co.
+1.06%
+$48.96 
SCI Service Corporation International
+1.05%
+$92.7 
NOW ServiceNow, Inc.
+1.05%
+$110.2 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$900.52 
ADBE Adobe Inc.
+1.01%
+$22.59 
ILCG iShares Morningstar Growth ETF
+1.01%
+$6,764.8 
BKR Baker Hughes Company
+0.98%
+$349.28 
ADP Automatic Data Processing Inc.
+0.98%
+$606.06 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.97%
+$7,602 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$19,766.32 
WMB The Williams Companies, Inc.
+0.89%
+$66.78 
SCHW Charles Schwab Corporation
+0.87%
+$134.68 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$95,524.64 
NDSN Nordson Corporation
+0.86%
+$33.15 
IBM International Business Machines Corporation
+0.86%
+$431.66 
XPO XPO Inc.
+0.86%
+$29.07 
GEV GE Vernova Inc.
+0.85%
+$299.16 
CP Canadian Pacific Kansas City Limited
+0.83%
+$94.17 
MCD McDonald's Corporation
+0.82%
+$52.8 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$27.55 
ESS Essex Property Trust, Inc.
+0.81%
+$29.64 
AEE Ameren Corporation
+0.79%
+$11.18 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$14,552.88 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$9,346.12 
TSLA Tesla, Inc.
+0.76%
+$153.4 
MPC Marathon Petroleum Corporation
+0.76%
+$595.11 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$78.32 
FHN First Horizon Corporation
+0.75%
+$117.99 
STT State Street Corp
+0.73%
+$159.46 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$22,329.32 
PHIN Phinia Inc.
+0.72%
+$6.36 
CTRE CareTrust REIT Inc.
+0.72%
+$29.7 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$11,005.8 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,060.66 
AME Ametek Inc.
+0.71%
+$124.1 
CAT Caterpillar Inc.
+0.7%
+$96.39 
BMY Bristol-Myers Squibb Company
+0.69%
+$62.1 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$12,981.94 
IVV iShares Core S&P 500 ETF
+0.69%
+$96,721.92 
CARR Carrier Global Corporation
+0.68%
+$202.02 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$328.53 
ILCB iShares Morningstar U.S. Equity ETF
+0.68%
+$5,062.4 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$1,496.21 
DOW Dow Inc.
+0.67%
+$44.4 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$17,057.9 
GBCI Glacier Bancorp Inc.
+0.65%
+$23.68 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,035.96 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$54,459.89 
IWB iShares Russell 1000 ETF
+0.64%
+$20,219.54 
VONE Vanguard Russell 1000 ETF
+0.64%
+$2,758.35 
AMH American Homes 4 Rent
+0.63%
+$279.72 
SLM SLM Corporation
+0.62%
+$24.16 
HEI Heico Corporation
+0.62%
+$107.31 
SCHK Schwab 1000 Index ETF
+0.61%
+$7,302.24 
IVZ Invesco Ltd.
+0.61%
+$80.28 
HFWA Heritage Financial Corporation
+0.61%
+$26.82 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$16,717.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$113.28 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$36.9 
MO Altria Group, Inc.
+0.57%
+$39 
APH Amphenol Corporation
+0.55%
+$264 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$94.77 
PBH Prestige Consumer Healthcare Inc.
+0.54%
+$9.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,326.06 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$148.72 
GM General Motors Company
+0.52%
+$42.32 
DVA DaVita Inc.
+0.52%
+$28.29 
RNR Renaissancere Holdings Ltd.
+0.51%
+$24.3 
Q Qnity Electronics Inc.
+0.51%
+$23.1 
RDN Radian Group Inc.
+0.46%
+$25.74 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$7.8 
CMC Commercial Metals Company
+0.45%
+$15.5 
IWD iShares Russell 1000 Value ETF
+0.44%
+$33,452.07 
PAYX Paychex Inc.
+0.44%
+$43.35 
CSX CSX Corporation
+0.42%
+$12.81 
WST West Pharmaceutical Services, Inc.
+0.4%
+$54.8 
PFE Pfizer Inc.
+0.4%
+$34.6 
RTX RTX Corporation
+0.39%
+$248.64 
DIOD Diodes Inc.
+0.39%
+$33.28 
AVGO Broadcom Inc.
+0.37%
+$861.12 
PG Procter & Gamble Co
+0.37%
+$459.51 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$699.36 
OTIS Otis Worldwide Corporation
+0.36%
+$51.48 
TDG TransDigm Group Inc.
+0.36%
+$62.58 
BAC Bank of America Corporation
+0.36%
+$182.6 
AUB Atlantic Union Bankshares Corporation
+0.35%
+$36.45 
NAPR Innovator Growth 100 Power Buffer Fund
+0.34%
+$104.72 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$108.2 
RF Regions Financial Corporation
+0.32%
+$39.1 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$105.35 
AZO AutoZone Inc.
+0.32%
+$29.04 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$244.46 
GD General Dynamics Corporation
+0.32%
+$76.86 
TTC The Toro Company
+0.32%
+$8.12 
MRK Merck & Co., Inc.
+0.32%
+$109.47 
JXN Jackson Financial Inc.
+0.31%
+$17.86 
KD Kyndryl Holdings Inc.
+0.3%
+$1.16 
FVR FrontView REIT Inc.
+0.3%
+$20.88 
VSNT Versant Media Group, Inc.
+0.28%
+$0.6 
JPM JPMorgan Chase & Co.
+0.27%
+$386.34 
VT Vanguard Total World Stock ETF
+0.26%
+$45.1 
MTCH Match Group, Inc.
+0.25%
+$16.2 
NRG NRG Energy, Inc.
+0.24%
+$46.72 
CM Canadian Imperial Bank of Commerce
+0.24%
+$56 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$2,142.72 
CME CME Group Inc.
+0.21%
+$25.08 
JNJ Johnson & Johnson
+0.21%
+$241.15 
ADI Analog Devices, Inc.
+0.2%
+$58.46 
HMN Horace Mann Educators Corp.
+0.19%
+$23.5 
FCBC First Community Bankshares Inc.
+0.19%
+$186.75 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$10,087.05 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$200.52 
MLKN MillerKnoll, Inc.
+0.18%
+$8.12 
USB U.S. Bancorp
+0.17%
+$10.56 
T AT&T Inc.
+0.17%
+$111.96 
MS Morgan Stanley
+0.17%
+$63.36 
INVH Invitation Homes Inc.
+0.17%
+$137.75 
KNF Knife River Corporation
+0.16%
+$1.8 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$41.75 
VICI Vici Properties Inc.
+0.15%
+$4.84 
CB Chubb Limited
+0.15%
+$20.67 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$1,198.8 
LKFN Lakeland Financial Corporation
+0.13%
+$4 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$10,167 
ARR Armour Residential REIT Inc.
+0.12%
+$7.8 
MMM 3M Company
+0.12%
+$15.33 
BDX Becton, Dickinson and Company
+0.1%
+$19.04 
C Citigroup Inc.
+0.1%
+$30.29 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.1%
+$1,399.92 
WMT Walmart Inc.
+0.09%
+$144.9 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$20.52 
ABT Abbott Laboratories
+0.09%
+$7.02 
TECH Bio-Techne Corporation
+0.08%
+$5.28 
IBMO iShares iBonds Dec 2026 Term ETF
+0.08%
+$350.22 
IQDF FlexShares International Quality Dividend Index Fund
+0.06%
+$978.38 
AEP American Electric Power Company, Inc.
+0.06%
+$4.69 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$5.67 
DIS The Walt Disney Company
+0.03%
+$4.02 
PMMF iShares Prime Money Market ETF
+0.03%
+$5.76 
TAP Molson Coors Beverage Company
+0.02%
+$0.7 
FBIN Fortune Brands Innovations Inc.
+0.02%
+$0.62 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$14.28 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$187.66 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
FFWM First Foundation Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
IVR Invesco Mortgage Capital Inc.
0%
$0 
PK Park Hotels & Resorts Inc.
0%
$0 
SPB Spectrum Brands Holdings Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HUN Huntsman Corporation
-19.14%
-$579.81 
PRM Perimeter Solutions Inc.
-17.78%
-$2,952.52 
WU Western Union Co.
-17.3%
-$650.37 
GDDY Godaddy Inc.
-16.7%
-$1,161.3 
LCID Lucid Group, Inc.
-9.11%
-$167.24 
TRN Trinity Industries Inc.
-8.97%
-$274.12 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$2,156.28 
AAPL Apple Inc.
-7.35%
-$140,180.84 
CMCO Columbus McKinnon Corporation
-7.3%
-$200.83 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-6.67%
-$14.1 
NXPI NXP Semiconductors N.V.
-6.53%
-$976 
LIN Linde plc
-5.95%
-$1,059.1 
MU Micron Technology, Inc.
-5.9%
-$4,543.43 
SCVL Shoe Carnival Inc.
-5.54%
-$82.45 
SNDK SanDisk Corporation
-5.09%
-$455.91 
AMR Alpha Metallurgical Resources, Inc.
-4.62%
-$133 
BFAM Bright Horizons Family Solutions Inc.
-4.37%
-$88.66 
TXG 10x Genomics Inc.
-4.37%
-$468.72 
SIRI Sirius XM Holdings Inc.
-4.36%
-$234.9 
SHOP Shopify Inc.
-4.29%
-$577.5 
TITN Titan Machinery Inc.
-4.17%
-$102.86 
SMG Scotts Miracle-Gro Co.
-3.85%
-$78.9 
ADNT Adient plc
-3.84%
-$141.96 
AEM Agnico Eagle Mines Limited
-3.63%
-$39,834.12 
DCH Dauch Corporation
-3.58%
-$182.49 
SRRK Scholar Rock Holding Corporation
-3.46%
-$433.92 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$195 
RLAY Relay Therapeutics Inc.
-3.19%
-$432.76 
ENTA Enanta Pharmaceuticals Inc.
-3.08%
-$145.6 
ES Eversource Energy
-3.05%
-$407.25 
CI The Cigna Group
-2.99%
-$103.32 
LGND Ligand Pharmaceuticals Inc.
-2.95%
-$306.25 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$846.3 
NKTX Nkarta Inc.
-2.79%
-$48.06 
TOL Toll Brothers Inc
-2.76%
-$178.02 
MLM Martin Marietta Materials, Inc.
-2.75%
-$193.18 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$55.68 
RKT Rocket Companies, Inc. Class A
-2.71%
-$66.6 
EQIX Equinix, Inc.
-2.7%
-$367.25 
CSL Carlisle Companies Inc.
-2.69%
-$119.52 
FIS Fidelity National Information Services, Inc.
-2.67%
-$125.46 
UAA Under Armour Inc.
-2.63%
-$172.44 
QCOM QUALCOMM Incorporated
-2.63%
-$87.78 
ABBV AbbVie Inc.
-2.51%
-$485.25 
GPRE Green Plains Inc.
-2.49%
-$199.95 
VEGI iShares MSCI Global Agriculture Producers ETF
-2.47%
-$28,000 
ALGN Align Technology, Inc.
-2.45%
-$72.25 
BHF Brighthouse Financial Inc.
-2.43%
-$75.46 
ICE Intercontinental Exchange, Inc.
-2.42%
-$352.47 
BIIB Biogen Inc.
-2.4%
-$368.52 
CSGP CoStar Group, Inc.
-2.38%
-$68.6 
SATS EchoStar Corporation
-2.37%
-$705.84 
YUM Yum! Brands, Inc.
-2.37%
-$2,540.76 
RGLD Royal Gold Inc.
-2.31%
-$103.18 
BFH Bread Financial Holdings Inc.
-2.31%
-$153 
MTN Vail Resorts, Inc.
-2.25%
-$44.72 
PCG PG&E Corporation
-2.25%
-$99.6 
BGS B&G Foods Inc.
-2.22%
-$39.28 
BAX Baxter International Inc.
-2.21%
-$88.5 
IMVT Immunovant Inc.
-2.18%
-$208.12 
BXP Boston Properties, Inc.
-2.16%
-$75.95 
BA Boeing Company
-2.15%
-$171.36 
NEM Newmont Corporation
-2.14%
-$362.85 
ORC Orchid Island Capital Inc.
-2.11%
-$40.46 
CSR Centerspace Inc.
-2.09%
-$56.16 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$16,739.2 
URBN Urban Outfitters Inc.
-2.06%
-$117 
TRU TransUnion
-2.04%
-$167.28 
PAGS PagSeguro Digital Ltd.
-2.03%
-$86.8 
DKS Dick's Sporting Goods, Inc.
-2%
-$60 
WSM Williams-Sonoma, Inc.
-2%
-$671.04 
NFLX Netflix, Inc.
-2%
-$1,270.2 
EFX Equifax Inc.
-1.99%
-$56.16 
HIW Highwoods Properties, Inc.
-1.98%
-$89.78 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$93.6 
FRPT Freshpet Inc.
-1.98%
-$38.4 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$4,383.51 
NEU NewMarket Corporation
-1.95%
-$67.44 
AMD Advanced Micro Devices, Inc.
-1.9%
-$1,376.76 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$130.9 
IRM Iron Mountain Inc.
-1.86%
-$218.08 
KRC Kilroy Realty Corporation
-1.82%
-$64.8 
SYF Synchrony Financial
-1.79%
-$540.96 
BBY Best Buy Co., Inc.
-1.78%
-$46.8 
APD Air Products and Chemicals, Inc.
-1.77%
-$79.65 
ROIV Roivant Sciences Ltd
-1.77%
-$147.01 
PHM PulteGroup Inc.
-1.76%
-$122.58 
PINS Pinterest, Inc. Class A
-1.72%
-$70.98 
AGO Assured Guaranty Ltd.
-1.7%
-$163.02 
DHI D.R. Horton, Inc.
-1.7%
-$380.38 
UNH UnitedHealth Group Incorporated
-1.68%
-$678.72 
ADM Archer-Daniels-Midland Co
-1.66%
-$52.26 
MQ Marqeta, Inc. Class A
-1.64%
-$37.48 
URA Global X Uranium ETF
-1.64%
-$8,984.95 
PII Polaris Inc.
-1.63%
-$214.23 
SNOW Snowflake Inc.
-1.62%
-$62.66 
PHYS Sprott Physical Gold Trust
-1.61%
-$2,800 
LRCX Lam Research Corporation
-1.58%
-$423 
CPRT Copart Inc.
-1.52%
-$41.4 
WHR Whirlpool Corporation
-1.5%
-$17.67 
KROS Keros Therapeutics Inc.
-1.47%
-$8.4 
IAUM iShares Gold Trust Micro
-1.46%
-$18,643.2 
NVS Novartis AG Sponsored ADR
-1.45%
-$474.03 
IEX IDEX Corporation
-1.42%
-$146.08 
SYNA Synaptics Incorporated
-1.41%
-$71.91 
CAL Caleres Inc.
-1.38%
-$37.98 
LUV Southwest Airlines Co.
-1.38%
-$86.94 
NKE Nike, Inc. - Class B
-1.37%
-$345.68 
SNEX StoneX Group Inc.
-1.35%
-$384.3 
CHCT Community Healthcare Trust Inc.
-1.35%
-$40 
DD DuPont de Nemours, Inc.
-1.32%
-$43.5 
TTD The Trade Desk, Inc. Class A
-1.31%
-$31.68 
GNW Genworth Financial Inc.
-1.3%
-$69.94 
DAL Delta Air Lines, Inc.
-1.3%
-$216.2 
MPT Medical Properties Trust, Inc.
-1.28%
-$44.34 
FCX Freeport-McMoRan Inc.
-1.28%
-$111.78 
DWX SPDR S&P International Dividend ETF
-1.26%
-$29,847.3 
IT Gartner Inc.
-1.24%
-$64.6 
HSY The Hershey Company
-1.23%
-$69.76 
F Ford Motor Company
-1.21%
-$83.88 
FLJH Franklin FTSE Japan Hedged ETF
-1.21%
-$30.78 
TJX The TJX Companies, Inc.
-1.21%
-$215.04 
GNTX Gentex Corporation
-1.18%
-$44.8 
IQV IQVIA Holdings Inc.
-1.17%
-$191.13 
AVB AvalonBay Communities, Inc.
-1.16%
-$34.72 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$36.26 
NEE NextEra Energy, Inc.
-1.15%
-$159.58 
OMC Omnicom Group Inc.
-1.14%
-$30.94 
SAM The Boston Beer Company Inc.
-1.14%
-$23.21 
SMP Standard Motor Products, Inc.
-1.14%
-$35.2 
DE Deere & Company
-1.13%
-$34 
LIVN LivaNova PLC
-1.12%
-$46.41 
PBF PBF Energy Inc.
-1.12%
-$170.56 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$37.41 
PKG Packaging Corporation of America
-1.12%
-$114.39 
LINE Lineage, Inc.
-1.12%
-$31.2 
PZZA Papa John's International, Inc.
-1.09%
-$37.62 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$97.85 
TXN Texas Instruments Inc
-1.08%
-$57.38 
PTLO Portillo's Inc.
-1.08%
-$32.7 
LOW Lowe's Companies Inc.
-1.08%
-$703.7 
PLD Prologis Inc.
-1.08%
-$34.76 
DINO HF Sinclair Corporation
-1.05%
-$353.08 
CTAS Cintas Corporation
-1.04%
-$112.32 
INTC Intel Corporation
-1.02%
-$343.17 
NDAQ Nasdaq, Inc.
-1.02%
-$90.21 
KO The Coca-Cola Company
-1.02%
-$515.7 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$21.09 
SWK Stanley Black & Decker Inc.
-1.01%
-$52.38 
RPRX Royalty Pharma plc
-1%
-$187.03 
EQR Equity Residential
-1%
-$40.2 
UPS United Parcel Service, Inc.
-1%
-$184.8 
ROL Rollins, Inc.
-0.99%
-$61.94 
EW Edwards Lifesciences Corporation
-0.98%
-$131.75 
MFA MFA Financial Inc.
-0.98%
-$18.18 
XOM Exxon Mobil Corporation
-0.97%
-$1,381.59 
SOFI SoFi Technologies, Inc.
-0.97%
-$52.48 
MCHP Microchip Technology Incorporated
-0.96%
-$82.08 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
-0.95%
-$234.32 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$78.26 
ALGT Allegiant Travel Company
-0.94%
-$37.2 
RVTY Revvity Inc.
-0.9%
-$54.06 
MAS Masco Corporation
-0.87%
-$52.29 
O Realty Income Corporation
-0.87%
-$77.28 
OXM Oxford Industries Inc.
-0.86%
-$20.46 
ATO Atmos Energy Corporation
-0.85%
-$68.08 
VOYA Voya Financial Inc.
-0.84%
-$26.04 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$609.93 
SRG Seritage Growth Properties
-0.82%
-$665.84 
FE FirstEnergy Corp.
-0.82%
-$26.4 
GILD Gilead Sciences Inc.
-0.81%
-$239.68 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$1,428.44 
PCAR PACCAR Inc.
-0.81%
-$33.48 
MAT Mattel Inc.
-0.79%
-$6.84 
WAT Waters Corporation
-0.79%
-$38.87 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$24.3 
VHT Vanguard Health Care ETF
-0.76%
-$23.4 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$2,495.28 
CVS CVS Health Corporation
-0.75%
-$186.44 
SPGI S&P Global Inc.
-0.74%
-$92.1 
ED Consolidated Edison, Inc.
-0.74%
-$448.74 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$15.68 
VIRT Virtu Financial, Inc.
-0.73%
-$104.92 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$3,744 
RPM RPM International Inc.
-0.7%
-$22.8 
DASH DoorDash, Inc.
-0.69%
-$41.1 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$13.26 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$9,864.59 
DUK Duke Energy Corporation
-0.67%
-$91.56 
LKQ LKQ Corporation
-0.66%
-$42.6 
BRO Brown & Brown Inc.
-0.66%
-$69.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$33,298.28 
WPC W. P. Carey Inc.
-0.65%
-$15.36 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$58,152.15 
GS The Goldman Sachs Group, Inc.
-0.63%
-$174.96 
AMT American Tower Corporation
-0.63%
-$48.4 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.63%
-$19,481.42 
IRDM Iridium Communications Inc.
-0.63%
-$54.3 
BALL Ball Corp.
-0.63%
-$19.27 
EFA iShares MSCI EAFE ETF
-0.62%
-$9,050.58 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$46,048.58 
PM Philip Morris International Inc.
-0.61%
-$226.56 
MSCI MSCI Inc.
-0.61%
-$24.5 
DHR Danaher Corporation
-0.61%
-$182.07 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$1,414.28 
ACGL Arch Capital Group Ltd
-0.6%
-$42.09 
MAGN Magnera Corporation Warrants
-0.6%
-$25.12 
AMCR Amcor plc
-0.6%
-$27.81 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$145,992.78 
SCHF Schwab International Equity ETF
-0.58%
-$183,863.36 
SBUX Starbucks Corporation
-0.57%
-$165.6 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,410.47 
GXO GXO Logistics Inc.
-0.56%
-$4.76 
WLY John Wiley & Sons Inc.
-0.55%
-$17.69 
WAB Wabtec Corporation
-0.55%
-$89.6 
EMBC Embecta Corp.
-0.55%
-$0.3 
COF Capital One Financial Corporation
-0.54%
-$50.85 
LLY Eli Lilly and Company
-0.53%
-$42.91 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$9.84 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$3,425.38 
LULU lululemon athletica inc.
-0.51%
-$7.93 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$3,182.63 
SBAC SBA Communications Corporation
-0.51%
-$11.04 
WELL Welltower Inc.
-0.51%
-$96.39 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$140.75 
ALL Allstate Corporation
-0.49%
-$161.2 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$930.08 
CHE Chemed Corporation
-0.47%
-$12.7 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$64.26 
IWM iShares Russell 2000 ETF
-0.47%
-$9,354.63 
FNB F.N.B. Corporation
-0.47%
-$58.86 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$331.6 
DFIV Dimensional International Value ETF
-0.47%
-$12,251.52 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$8.37 
SPG Simon Property Group, Inc.
-0.46%
-$24.61 
WSBC WesBanco Inc.
-0.46%
-$21.28 
PEP PepsiCo, Inc.
-0.46%
-$90.88 
COO The Cooper Companies, Inc.
-0.45%
-$9.24 
DVY iShares Select Dividend ETF
-0.45%
-$2,627.93 
CCK Crown Holdings Inc.
-0.44%
-$11.44 
TRV The Travelers Companies, Inc.
-0.43%
-$148.33 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$7,013 
HD The Home Depot, Inc.
-0.42%
-$112.59 
AIG American International Group Inc.
-0.39%
-$53.63 
KNX Knight-Swift Transportation Holdings Inc.
-0.39%
-$8.37 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$4,902.82 
ETR Entergy Corporation
-0.38%
-$30.34 
AXP American Express Company
-0.38%
-$40.64 
HQY HealthEquity Inc.
-0.38%
-$72.2 
LII Lennox International Inc.
-0.38%
-$9.42 
BTU Peabody Energy Corporation
-0.37%
-$18.08 
MDT Medtronic plc
-0.37%
-$51.84 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,112.86 
GPC Genuine Parts Company
-0.37%
-$6.9 
RSG Republic Services, Inc.
-0.37%
-$13.26 
KVUE Kenvue Inc.
-0.36%
-$9.87 
TMUS T-Mobile US, Inc.
-0.36%
-$44.73 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
-0.36%
-$104.55 
OSK Oshkosh Corporation
-0.36%
-$11.73 
ELAN Elanco Animal Health Incorporated
-0.34%
-$36.72 
PNW Pinnacle West Capital Corporation
-0.33%
-$33.66 
SWKS Skyworks Solutions Inc.
-0.32%
-$8 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$2,327.64 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$2,244.35 
L Loews Corporation
-0.31%
-$22.32 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$10,391.29 
VST Vistra Corp
-0.29%
-$64.07 
EVRG Evergy Inc.
-0.29%
-$74.88 
MTB M&T Bank Corporation
-0.29%
-$36.92 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$16,548.47 
CCI Crown Castle Inc.
-0.27%
-$6.3 
USNA Usana Health Sciences, Inc.
-0.27%
-$11.16 
DOMO Domo Inc. Class B Common Stock
-0.27%
-$5.66 
VTV Vanguard Value ETF
-0.27%
-$16,541.55 
EXP Eagle Materials Inc.
-0.26%
-$12.96 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$11,620.02 
LAUR Laureate Education Inc.
-0.26%
-$14.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,785.75 
IWN iShares Russell 2000 Value ETF
-0.25%
-$435.03 
A Agilent Technologies Inc.
-0.24%
-$120.02 
COST Costco Wholesale Corporation
-0.24%
-$184.68 
HBAN Huntington Bancshares Incorporated
-0.23%
-$49.92 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$75 
VB Vanguard Small-Cap ETF
-0.22%
-$32.34 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,900.14 
FR First Industrial Realty Trust Inc.
-0.21%
-$24.08 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$378.05 
MKL Markel Group Inc.
-0.2%
-$7.64 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$41.1 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$4,795.2 
NFG National Fuel Gas Company
-0.19%
-$11.84 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$50.4 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
-0.19%
-$30.11 
QRVO Qorvo Inc.
-0.19%
-$3.57 
FBNC First Bancorp, Inc.
-0.17%
-$5.5 
NTRS Northern Trust Corporation
-0.17%
-$9.6 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$6,116.5 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$376.46 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$244.57 
EMN Eastman Chemical Company
-0.17%
-$9.12 
DIN Dine Brands Global Inc.
-0.17%
-$5.34 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.16%
-$15.81 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$7,083.73 
FITB Fifth Third Bancorp
-0.16%
-$47.25 
APGE Apogee Therapeutics Inc.
-0.16%
-$14.49 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$12.54 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$10.44 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$349.25 
QDF FlexShares Quality Dividend Index Fund
-0.15%
-$109.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$6.72 
FUL H.B. Fuller Co.
-0.14%
-$3.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$204.62 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$288.04 
AGZ iShares Agency Bond ETF
-0.12%
-$1.3 
KTB Kontoor Brands Inc.
-0.12%
-$5.3 
MKC McCormick & Company, Incorporated
-0.12%
-$1.8 
EXR Extra Space Storage Inc.
-0.12%
-$6.63 
STZ Constellation Brands, Inc.
-0.12%
-$4.35 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$3,684.96 
MUB iShares National Muni Bond ETF
-0.11%
-$81.48 
WBS Webster Financial Corporation
-0.1%
-$20.56 
TIP iShares TIPS Bond ETF
-0.1%
-$202.29 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,893.7 
MDU MDU Resources Group, Inc.
-0.1%
-$1.24 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.09%
-$20.84 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$115.08 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$197.28 
MRTN Marten Transport, Ltd.
-0.07%
-$2.95 
SEIC SEI Investments Company
-0.06%
-$1.98 
UHAL U-Haul Holding Company
-0.06%
-$0.12 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$684.95 
VO Vanguard Mid-Cap ETF
-0.05%
-$0.96 
HOOD Robinhood Markets, Inc.
-0.05%
-$7.12 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.04%
-$151.16 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$2,649.83 
MMKT Texas Capital Government Money Market Fund
-0.04%
-$11.2 
V Visa Inc. Class A
-0.04%
-$56.42 
XEL Xcel Energy Inc.
-0.04%
-$2.85 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$39.02 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$58.79 
ISHG iShares 3 Year International Treasury Bond ETF
-0.03%
-$273.15 
UBER Uber Technologies, Inc.
-0.01%
-$0.62 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3675 | Longs Won 2337/3675 63% | Profit Factor 11.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $200,562.7 |
| Average Win $38,755.48 | Best Trade (Sep 08) $6.8M | Sharpe Ratio -9.73 |
| Average Loss -$5,771.76 | Worst Trade (Jun 30) -$507,366.99 | Z-Score 15.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 3d | Expectancy $22,543.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 353 | $52,250.74 | $48,844.61 | - | -$3,406.13 | -6.52% | -0.245% |
| AAPL Apple Inc. | 5,717 | $856,447.61 | $1.77M | - | $909,590.86 | 106.21% | -7.354% |
| ABBV AbbVie Inc. | 75 | $12,367.5 | $18,820.5 | - | $6,453 | 52.18% | -2.513% |
| ABT Abbott Laboratories | 78 | $9,067.58 | $8,244.6 | - | -$822.98 | -9.08% | +0.085% |
| ACGL Arch Capital Group Ltd | 69 | $4,331.82 | $6,936.57 | - | $2,604.75 | 60.13% | -0.603% |
| ACN Accenture plc Class A | 179 | $51,433.78 | $29,699.68 | - | -$21,734.1 | -42.26% | +1.611% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 47,050 | $2.6M | $3.54M | - | $942,063.79 | 36.25% | -0.172% |
| ADBE Adobe Inc. | 9 | $2,187.72 | $2,253.69 | - | $65.97 | 3.02% | +1.013% |
| ADI Analog Devices, Inc. | 79 | $12,958.37 | $29,025.39 | - | $16,067.02 | 123.99% | +0.202% |
| ADM Archer-Daniels-Midland Co | 39 | $1,872.39 | $3,091.53 | - | $1,219.14 | 65.11% | -1.662% |
| ADNT Adient plc | 169 | $3,288.74 | $3,555.76 | - | $267.02 | 8.12% | -3.839% |
| ADP Automatic Data Processing Inc. | 234 | $55,920.13 | $62,351.64 | - | $6,431.51 | 11.5% | +0.982% |
| AEE Ameren Corporation | 13 | $1,155.96 | $1,424.93 | - | $268.97 | 23.27% | +0.791% |
| AEM Agnico Eagle Mines Limited | 7,269 | $363,304.62 | $1.06M | - | $692,663.01 | 190.66% | -3.635% |
| AEP American Electric Power Company, Inc. | 67 | $6,946.21 | $8,565.95 | - | $1,619.74 | 23.32% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 11,143 | $1.08M | $1.08M | - | $1,490.21 | 0.14% | -0.256% |
| AGO Assured Guaranty Ltd. | 114 | $7,097.64 | $9,430.08 | - | $2,332.44 | 32.86% | -1.699% |
| AGZ iShares Agency Bond ETF | 10 | $1,066.39 | $1,084.4 | - | $18.01 | 1.69% | -0.12% |
| AIG American International Group Inc. | 173 | $10,940.52 | $13,594.34 | - | $2,653.82 | 24.26% | -0.393% |
| AIQ Global X Artificial Intelligence & Technology ETF | 541 | $23,636.29 | $31,859.49 | - | $8,223.2 | 34.79% | +0.341% |
No 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
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 Large Company Index ETF - $2.31M, iShares Core MSCI EAFE ETF - $1.33M, Alphabet Inc - $1.13M, and Vanguard Value ETF - $1.05M. 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 - $311,195.76, Vanguard Short-Term Bond ETF - $75,760.76, SPDR Portfolio Intermediate Term Corporate Bond ETF - $73,173.74, and Vanguard Large-Cap Index Fund ETF Shares - $42,110.35. 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 $21.13M earned over time. The largest contributors to dividend income include Schwab International Equity ETF - $2.7M, Schwab Fundamental International Large Company Index ETF - $2.29M, Schwab Emerging Markets Equity ETF - $1.39M, Vanguard Long-Term Treasury Fund - $1.36M, 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.
