Daniel Guy Portfolio
Invests via Ethos Financial Group LLC | Managed by Daniel Guy, James Judge
Invests via Ethos Financial Group LLC
Managed by Daniel Guy, James Judge
Automatically Tracked
Daniel Guy Profile
With a dynamic background in entrepreneurial leadership, Daniel Guy has established himself as a significant player in the technology sector. Known for spearheading innovative software solutions that enhance operational efficiency, he drives initiatives that reshape business practices and foster growth. His extensive experience encompasses founding multiple startups focused on addressing unique market needs through disruptive technologies. These ventures not only demonstrate his keen understanding of market dynamics but also highlight his capacity to adapt strategies in rapidly evolving environments. Recognized for cultivating partnerships that leverage synergistic strengths, his contributions are shaping industry standards and accelerating digital transformation.
With a dynamic background in entrepreneurial leadership, Daniel Guy has established himself as a significant player in the technology sector. Known for spearheading innovative software solutions that enhance operational efficiency, he drives initiatives that reshape business practices and foster growth. His extensive experience encompasses founding multiple startups focused on addressing unique market needs through disruptive technologies. These ventures not only demonstrate his keen understanding of market dynamics but also highlight his capacity to adapt strategies in rapidly evolving environments. Recognized for cultivating partnerships that leverage synergistic strengths, his contributions are shaping industry standards and accelerating digital transformation.
Investment Philosophy & Strategy
Growth potential in technology sectors captivates the strategic focus of Daniel Guy, who thrives on leveraging innovation to maximize market impact. With a proven track record in nurturing startups, he emphasizes scalable solutions that directly address evolving consumer demands. This approach allows for rapid iteration and adaptation within dynamic environments. By fostering collaborative ecosystems and forming alliances with key stakeholders, opportunities are created that redefine industry benchmarks. His insight into transformative technologies ensures alignment with emergent trends while prioritizing user-centric applications.
Growth potential in technology sectors captivates the strategic focus of Daniel Guy, who thrives on leveraging innovation to maximize market impact. With a proven track record in nurturing startups, he emphasizes scalable solutions that directly address evolving consumer demands. This approach allows for rapid iteration and adaptation within dynamic environments. By fostering collaborative ecosystems and forming alliances with key stakeholders, opportunities are created that redefine industry benchmarks. His insight into transformative technologies ensures alignment with emergent trends while prioritizing user-centric applications.
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:
83.84%
Gain -0.48%
Monthly
1.37%
Yearly
17.73%
Drawdown
22.5%
$1.48B
Equity
Holdings
$1.48B
Investment
$1.2B
$338.2M
Profit -$3.75M
Realized
$59.26M
Unrealized
$278.95M
Dividends
$62.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$3.75M
Win %
64%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$5.06M
Win %
64%
This Month
Compared to last month
Gain
-0.17%
Profit
-$2.54M
Win %
64%
This Year
Compared to last year
Gain
8.8%
Profit
$119.72M
Win %
64%
KAYS Kaya Holdings Inc.
+1,123.08%
+$1,460 
HHDS Highlands REIT, Inc.
+24.44%
+$405.28 
SLB SLB N.V.
+7.25%
+$21,514.87 
PANW Palo Alto Networks, Inc.
+6.9%
+$55,149.48 
HAL Halliburton Company
+5.26%
+$44,324.75 
TRGP Targa Resources Corp.
+4.47%
+$11,124.04 
BRR ProCap Financial, Inc.
+4.09%
+$7,088.64 
COP ConocoPhillips
+4.07%
+$12,755.43 
BKR Baker Hughes Company
+4.01%
+$13,370.85 
LNG Cheniere Energy Inc.
+3.71%
+$9,082.31 
EOG EOG Resources, Inc.
+3.7%
+$24,411.16 
MU Micron Technology Inc.
+3.19%
+$61,180.7 
GLNG Golar LNG Limited
+3.11%
+$5,438.9 
CIBR First Trust Nasdaq Cybersecurity ETF
+3.04%
+$108,288.61 
FXN First Trust Energy AlphaDEX Fund
+3.02%
+$68,662.57 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+2.98%
+$66,641.55 
VIA Via Transportation Inc. Class A Common Stock
+2.83%
+$24,287.47 
VDE Vanguard Energy ETF
+2.8%
+$13,385.8 
IYE iShares U.S. Energy ETF
+2.76%
+$40,125.06 
LMT Lockheed Martin Corporation
+2.75%
+$11,136.29 
XLE State Street Energy Select Sector SPDR ETF
+2.75%
+$556,442.49 
CVX Chevron Corporation
+2.68%
+$29,560.86 
AREC American Resources Corp.
+2.62%
+$770.1 
XOM ExxonMobil Holdings Corporation
+2.48%
+$230,192.92 
TPL Texas Pacific Land Corporation
+2.32%
+$30,194 
CBLS Clough Hedged Equity ETF
+2.26%
+$9,989.76 
RXRX Recursion Pharmaceuticals, Inc. Class A Common Stock
+2.23%
+$1,878.88 
PSN Parsons Corporation
+2.23%
+$5,092.83 
SCYVX AB Small Cap Value Portfolio Advisor Class
+2.13%
+$20,626.55 
WMB The Williams Companies, Inc.
+2.07%
+$4,190.2 
AMD Advanced Micro Devices Inc.
+1.99%
+$70,751.59 
HSGFX Strategic Market Cycle Fund
+1.98%
+$2,579.5 
CTA Simplify Managed Futures Strategy ETF
+1.93%
+$7,328.15 
TXN Texas Instruments Inc.
+1.83%
+$10,992.64 
ET Energy Transfer LP
+1.82%
+$8,138.75 
AMLP Alerian MLP ETF
+1.72%
+$9,634.5 
VGHAX Vanguard Health Care Fund Admiral Shares
+1.7%
+$4,719.75 
EWY iShares MSCI South Korea ETF
+1.69%
+$10,417.69 
OANMX Oakmark Fund Institutional Class
+1.68%
+$5,495 
DELL Dell Technologies Inc. Class C Common Stock
+1.66%
+$26,149.34 
MLPA Global X MLP ETF
+1.66%
+$43,221.96 
ALB Albemarle Corporation
+1.63%
+$7,120.15 
ORCL Oracle Corporation
+1.61%
+$12,267.45 
OILK ProShares K-1 Free Crude Oil ETF
+1.58%
+$46,291.71 
INTC Intel Corporation
+1.57%
+$29,409.77 
APH Amphenol Corp. Class A Common Stock
+1.56%
+$19,649.04 
OAYLX Oakmark Select Fund Advisor Class
+1.51%
+$4,664.16 
KEYS Keysight Technologies, Inc.
+1.51%
+$5,911.02 
FCX Freeport-McMoRan Inc.
+1.42%
+$3,491.4 
ZNOG Zion Oil & Gas Inc.
+1.39%
+$919.97 
CSCO Cisco Systems, Inc.
+1.35%
+$23,499.58 
TER Teradyne, Inc.
+1.33%
+$9,462.8 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.3%
+$8,656.18 
DBC Invesco DB Commodity Index Tracking Fund
+1.27%
+$5,763.85 
QCOM QUALCOMM Incorporated
+1.2%
+$9,052.16 
ADI Analog Devices, Inc.
+1.2%
+$7,329.27 
AMAT Applied Materials Inc.
+1.05%
+$7,172.27 
IOFIX AlphaCentric Income Opportunities Fund Class I
+1.03%
+$32,349.1 
ATH-PB Athene Holding Ltd.
+1%
+$2,550 
WDH Waterdrop Inc. American Depositary Shares
+0.99%
+$384.01 
ABIMX AB Impact Municipal Income Fund
+0.99%
+$3,599.64 
DBLTX DoubleLine Total Return Bond Fund Class I
+0.95%
+$1,015.04 
EMR Emerson Electric Co.
+0.94%
+$2,643.02 
GLW Corning Incorporated
+0.91%
+$6,279.41 
ASML ASML Holding N.V. NY Registered Shares
+0.85%
+$4,584.51 
ABT Abbott Laboratories
+0.83%
+$2,614.59 
NOW ServiceNow Inc.
+0.82%
+$3,128.25 
HON Honeywell International Inc.
+0.82%
+$2,371.75 
SUN Sunoco LP
+0.8%
+$2,402.36 
ROK Rockwell Automation Inc.
+0.77%
+$3,036.45 
QTUM Defiance Quantum ETF
+0.77%
+$107,076.22 
QMOM Alpha Architect U.S. Quantitative Momentum ETF
+0.73%
+$37,236.93 
STRC Strategy Inc
+0.72%
+$5,346.3 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.7%
+$23,027.85 
FRDM Freedom 100 Emerging Markets ETF
+0.68%
+$34,805.06 
XLK State Street Technology Select Sector SPDR ETF
+0.65%
+$6,075.82 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.63%
+$30,602.6 
HGER Harbor Commodity All-Weather Strategy ETF
+0.62%
+$66,054.15 
MSFT Microsoft Corporation Common Stock
+0.62%
+$77,257.39 
MOO VanEck Agribusiness ETF
+0.61%
+$4,983.16 
MTUM iShares MSCI USA Momentum Factor ETF
+0.59%
+$6,518.37 
ADM Archer-Daniels-Midland Company
+0.58%
+$2,927.9 
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares
+0.57%
+$1,362.64 
PIM Franklin Master Intermediate Income Trust
+0.57%
+$793.2 
IYW iShares U.S. Technology ETF
+0.56%
+$36,401.13 
GSL Global Ship Lease Inc Class A
+0.53%
+$3,257.54 
NSTLX Neuberger Berman Strategic Income Fund Institutional Class
+0.52%
+$4,700.25 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.52%
+$48,372.87 
SELF Global Self Storage, Inc.
+0.49%
+$523.44 
COPX Global X Copper Miners ETF
+0.48%
+$3,441.9 
AVGO Broadcom Inc.
+0.47%
+$14,952.79 
EEM iShares MSCI Emerging Markets ETF
+0.47%
+$17,552.25 
ESGE iShares ESG Aware MSCI EM ETF
+0.47%
+$1,073.71 
BG Bunge Global SA
+0.43%
+$1,639.44 
HIVE HIVE Digital Technologies Ltd.
+0.41%
+$160 
WTMF WisdomTree Managed Futures Strategy Fund
+0.39%
+$6,548.69 
QLD ProShares Ultra QQQ
+0.38%
+$1,811.04 
PLUG Plug Power Inc.
+0.36%
+$213.03 
IBM International Business Machines Corporation
+0.33%
+$2,250.9 
IEMG iShares Core MSCI Emerging Markets ETF
+0.33%
+$3,864.39 
HBAN HubSpot Inc.
+0.32%
+$3,699.2 
HARL Harleysville Financial Corp.
+0.3%
+$4,291.49 
CAOS Alpha Architect Tail Risk ETF
+0.3%
+$1,082.4 
GIOIX Guggenheim Macro Opportunities Fund Institutional Class
+0.29%
+$1,872.01 
PWR Quanta Services, Inc.
+0.29%
+$1,702.4 
LLDYX Lord Abbett Short Duration Income Fund Class I
+0.27%
+$933.74 
STXT Strive Total Return Bond ETF
+0.23%
+$10,552.86 
LH Labcorp Holdings Inc.
+0.23%
+$799.27 
ENIC Enel Chile S.A. ADR
+0.23%
+$2,450 
RFXIX Rational Special Situations Income Fund Institutional Shares
+0.22%
+$615.72 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$16,240.95 
MIN Aberdeen Intermediate Income Fund
+0.21%
+$225.87 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+0.21%
+$4,266.39 
IQV IQVIA Holdings Inc.
+0.2%
+$703.37 
HIDE Alpha Architect High Inflation and Deflation ETF
+0.2%
+$7,375 
LRCX Lam Research Corp.
+0.19%
+$646.37 
FTLS First Trust Long/Short Equity ETF
+0.16%
+$23,643.25 
KRBN KraneShares Global Carbon Strategy ETF
+0.16%
+$423.28 
VCRB Vanguard Core Bond ETF
+0.14%
+$5,076.34 
MSI Motorola Solutions, Inc.
+0.14%
+$402.82 
FID First Trust S&P International Dividend Aristocrats ETF
+0.13%
+$2,487.06 
FBTC Fidelity Wise Origin Bitcoin Fund
+0.13%
+$1,208.02 
ABBV AbbVie Inc.
+0.13%
+$4,082.58 
IBIT iShares Bitcoin Trust ETF
+0.13%
+$1,953.09 
TFC-PR Truist Financial Corporation
+0.12%
+$419.42 
DE Deere & Company
+0.12%
+$374.25 
VTEB Vanguard Tax-Exempt Bond ETF
+0.11%
+$929.77 
SHRIX Stone Ridge High Yield Reinsurance Risk Premium Fund Class I
+0.11%
+$1,111.58 
FWMIX American Funds Washington Mutual Investors Fund Class F-3
+0.1%
+$292.81 
WHOSX Wasatch-Hoisington U.S. Treasury Fund
+0.1%
+$3,765.88 
JBBB Janus Henderson B-BBB CLO ETF
+0.1%
+$987.03 
GDMA Gadsden Dynamic Multi-Asset ETF
+0.09%
+$827.03 
MUB iShares National Muni Bond ETF
+0.09%
+$2,748.69 
SOJD Southern Company 4.95% Preferred Stock
+0.09%
+$229.66 
SPH Suburban Propane Partners, L.P.
+0.09%
+$320.99 
SPMO Invesco S&P 500 Momentum ETF
+0.08%
+$9,475.97 
MPC Marathon Petroleum Corp.
+0.08%
+$386.64 
GBTC Grayscale Bitcoin Trust ETF
+0.06%
+$652.4 
GS-PD The Goldman Sachs Group, Inc.
+0.05%
+$312.94 
BUXX Strive Enhanced Income Short Maturity ETF
+0.05%
+$452.53 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$5,030.24 
URA Global X Uranium ETF
+0.04%
+$1,354.11 
BOXX Alpha Architect 1-3 Month Box ETF
+0.04%
+$20,227.55 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.04%
+$431.12 
STX Seagate Technology Holdings plc
+0.04%
+$162.24 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+0.04%
+$132.75 
BIDD iShares International Dividend Active ETF
+0.04%
+$235.29 
VBF Invesco Bond Fund
+0.03%
+$112.75 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$435.3 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$902.21 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.03%
+$3,336.84 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$926.89 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$79.5 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$633.15 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$930.98 
VBIL Vanguard 0-3 Month Treasury Bill ETF
+0.02%
+$685.07 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$2,124.89 
FTAI FTAI Aviation Ltd.
+0.01%
+$21.49 
EQR Equity Residential
0%
$0 
LPRO Open Lending Corporation
0%
$0 
LTNC Labor Smart Inc.
0%
$0 
MRCC Monroe Capital Corporation
0%
$0 
NWBO Northwest Biotherapeutics Inc.
0%
$0 
PSEC Prospect Capital Corporation
0%
$0 
TAUG Tauriga Sciences, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WHF WhiteHorse Finance Inc.
0%
$0 
LEAD Siren DIVCON Leaders Dividend ETF
0%
$0 
SWCRX Schwab Target 2020 Fund
0%
$0 
SWIRX Schwab Target 2035 Fund
0%
$0 
TRSTX T. Rowe Price Ultra Short-Term Bond Fund - I Class
0%
$0 
BDMIX BlackRock Global Equity Market Neutral Fund
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
SUIG Mill City Ventures III, Ltd.
0%
$0 FAX
FAX
0%
$0 BKT
BKT
0%
$0 
FCT First Trust Senior Floating Rate Income Fund II
0%
$0 
PSB-PX PS Business Parks, Inc.
0%
$0 
MCR MFS Charter Income Trust
0%
$0 
FCO abrdn Global Income Fund, Inc.
0%
$0 
NQP Nuveen Pennsylvania Quality Municipal Income Fund
0%
$0 KHPI
KHPI
0%
$0 1281
12811A309
0%
$0 1281
12811C305
0%
$0 Q567
Q5674R106
0%
$0 
NEXCF Nextech3D.ai Corp.
-11.74%
-$104 
ORGO Organogenesis Holdings Inc. Class A Common Stock
-8.25%
-$1,103.89 
T AT&T Inc.
-6.62%
-$147,807.55 
ERY Direxion Daily Energy Bear 2X Shares
-5.29%
-$5,187.5 
COKE Coca-Cola Consolidated Inc.
-5.17%
-$44,070.94 
LIXT Lixte Biotechnology Holdings Inc.
-5.11%
-$4,713.52 
VKTX Viking Therapeutics, Inc.
-4.88%
-$17,655.12 
LABU Direxion Daily S&P Biotech Bull 3X Shares
-4.76%
-$42,732.22 
SURG SurgePays Inc.
-4.5%
-$79.78 
CMPS Compass Pathways plc - ADR
-4.46%
-$7,027.17 
ACN Accenture plc
-4.42%
-$14,643.19 
NVS Novartis AG Sponsored ADR
-4.12%
-$19,199.98 
CTMX CytomX Therapeutics, Inc.
-4.1%
-$2,369.7 
EUAD Select STOXX Europe Aerospace & Defense ETF
-4.01%
-$196,336 
NEM Newmont Corporation
-3.81%
-$9,489.48 
AXP American Express Company
-3.75%
-$12,895.41 
FAS Direxion Daily Financial Bull 3X Shares
-3.69%
-$31,416.84 
HUT Hut 8 Corp.
-3.59%
-$27,081 
PCG PG&E Corporation
-3.5%
-$12,664.92 
SCM Stellus Capital Investment Corporation
-3.39%
-$45,471.92 
HSY The Hershey Company Common Stock
-3.28%
-$11,579.06 
HE Hawaiian Electric Industries, Inc.
-3.26%
-$21,383.83 
SLMCX Columbia Seligman Technology and Information Fund Class A
-3.23%
-$11,893.28 
LLY Eli Lilly and Company
-3.23%
-$91,720.93 
SAR Saratoga Investment Corp.
-3.17%
-$23,252.24 
GQGIX GQG Partners Emerging Markets Equity Fund Institutional Shares
-3.16%
-$6,337.19 
TCPC BlackRock TCP Capital Corp.
-3.06%
-$11,369.44 
HD The Home Depot, Inc.
-2.97%
-$48,220.97 
LOW Lowe's Companies, Inc.
-2.91%
-$23,514.4 
UTSL Direxion Daily Utilities Bull 3X Shares
-2.87%
-$45,270.05 
INQQ INQQ The India Internet ETF
-2.85%
-$11,354.44 
TRBCX T. Rowe Price Blue Chip Growth Fund, Inc.
-2.85%
-$15,827.66 
QUAYX AB Small Cap Growth Portfolio Advisor Class
-2.82%
-$26,566.29 
WDC Western Digital Corp.
-2.75%
-$29,321.82 
DEFT DeFi Technologies Inc.
-2.66%
-$2,935.06 
PG The Procter & Gamble Company
-2.65%
-$26,187.22 
VIGAX Vanguard Growth Index Fund Admiral Shares
-2.62%
-$6,467 
KO The Coca-Cola Company
-2.56%
-$31,530.72 
ANEFX American Funds The New Economy Fund® Class A
-2.53%
-$8,010.9 
CTVA Corteva Inc.
-2.49%
-$797.44 
FCNTX Fidelity Contrafund
-2.45%
-$9,663.48 
PEP PepsiCo, Inc.
-2.43%
-$10,703.12 
ACRNX Columbia Acorn Fund Institutional Class
-2.39%
-$6,853.44 
UBER Uber Technologies Inc.
-2.35%
-$5,482.75 
CAT Caterpillar Inc.
-2.33%
-$53,955.84 
GSIMX Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares
-2.31%
-$24,433.38 
OXSQ Oxford Square Capital Corp.
-2.26%
-$1,259.01 
BMY Bristol-Myers Squibb Company
-2.25%
-$4,856.28 
PRIVX The Private Shares Fund Class A
-2.19%
-$20,185.98 
GAFFX American Funds Growth Fund of America® Class F-3
-2.16%
-$10,961.55 
AGTHX American Funds The Growth Fund of America Class A
-2.15%
-$10,837.6 
TSLX Sixth Street Specialty Lending, Inc.
-2.07%
-$9,998.64 
MO Altria Group, Inc.
-2.05%
-$31,593.12 
BLK BlackRock, Inc.
-2.03%
-$10,893.78 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2.02%
-$59,781.54 
MCD McDonald's Corporation
-2.01%
-$23,339.92 
GE General Electric Company
-2%
-$6,644.41 
ADBE Adobe Inc.
-2%
-$8,338.53 
RING iShares MSCI Global Gold Miners ETF
-1.99%
-$7,545.35 
TE T1 Energy Inc.
-1.95%
-$6,428.48 
ANWPX American Funds New Perspective Fund Class A
-1.94%
-$10,145.65 
PNNT PennantPark Investment Corporation
-1.9%
-$1,495.45 
GSBD Goldman Sachs BDC, Inc.
-1.89%
-$18,941.01 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.88%
-$5,095.34 
MET-PF MetLife, Inc.
-1.87%
-$4,062.5 
NRG NRG Energy, Inc.
-1.85%
-$5,237.75 
PFGGX PFG American Funds Growth Strategy Fund Class I
-1.84%
-$4,899.15 
CB Chubb Limited
-1.83%
-$10,344.1 
BCSF Bain Capital Specialty Finance, Inc.
-1.81%
-$6,817.25 
MA Mastercard Inc. Class A Common Stock
-1.79%
-$43,107.08 
UNH UnitedHealth Group Inc.
-1.78%
-$14,348.94 
BXSL Blackstone Secured Lending Fund
-1.76%
-$46,978.26 
AWPYX AB Sustainable International Thematic Fund Advisor Class
-1.72%
-$12,147.33 
VZ Verizon Communications Inc.
-1.69%
-$6,484.14 
CADE Cadence Bank
-1.66%
-$3,825.48 
PFLT PennantPark Floating Rate Capital Ltd.
-1.64%
-$2,237.34 
JNJ Johnson & Johnson
-1.63%
-$45,631.44 
WPC W. P. Carey Inc.
-1.62%
-$6,009.8 
MS Morgan Stanley Common Stock
-1.61%
-$9,676.26 
NUV Nuveen Municipal Value Fund, Inc.
-1.61%
-$2,691.76 
FDUS Fidus Investment Corporation
-1.61%
-$41,451.9 
CCAP Crescent Capital BDC Inc.
-1.6%
-$2,617.72 
RTX RTX Corporation
-1.57%
-$12,912.89 
COF Capital One Financial Corp.
-1.56%
-$6,007 
MRK Merck & Co., Inc.
-1.56%
-$18,731.28 
PINS Pinterest Inc.
-1.55%
-$4,136.81 
VICI VICI Properties Inc.
-1.54%
-$7,007.43 
FDX FedEx Corp.
-1.53%
-$4,249.93 
AMGN Amgen Inc. Common Stock
-1.52%
-$20,884.6 
BCIC BCP Investment Corporation
-1.49%
-$1,108.8 
ITHAX Hartford Capital Appreciation Fund Class A
-1.46%
-$3,606.09 
IDCC InterDigital Inc.
-1.44%
-$4,783.5 
UNP Union Pacific Corp.
-1.42%
-$6,156.97 
WMT Walmart Inc.
-1.4%
-$34,295.8 
MPWR Monolithic Power Systems Inc.
-1.4%
-$5,780.39 
VPV Invesco Pennsylvania Value Municipal Income Trust
-1.4%
-$1,884.69 
AEP American Electric Power Company, Inc.
-1.39%
-$25,852.23 
MAR Marriott International, Inc. Class A Common Stock
-1.37%
-$11,565.88 
GDX VanEck Gold Miners ETF
-1.35%
-$5,805.8 
TJX The TJX Companies, Inc.
-1.34%
-$8,377.38 
OBDC Blue Owl Capital Corporation
-1.33%
-$7,327.66 
SIDRX Hartford Schroders International Multi-Cap Value Fund Class SDR
-1.33%
-$3,827.88 
PFE Pfizer Inc.
-1.28%
-$11,678.55 
TPVG TriplePoint Venture Growth BDC Corp.
-1.28%
-$2,395.8 
JPM JPMorgan Chase & Co.
-1.27%
-$108,493.97 
V Visa Inc. Class A
-1.27%
-$42,448.2 
COST Costco Wholesale Corp
-1.26%
-$35,414.66 
PPL PPL Corporation
-1.25%
-$21,629.08 
EVN Eaton Vance Municipal Income Trust
-1.23%
-$1,783.32 
PPT Franklin Premier Income Trust
-1.22%
-$1,061.04 
GCT GigaCloud Technology Inc Class A Ordinary Shares
-1.22%
-$53,247.6 
VFIAX Vanguard 500 Index Fund Admiral Shares
-1.21%
-$16,115.04 
XLV State Street Health Care Select Sector SPDR ETF
-1.2%
-$13,437.52 
SWPPX Schwab S&P 500 Index Fund
-1.2%
-$39,082.32 
XLF State Street Financial Select Sector SPDR ETF
-1.18%
-$37,446.97 
SWTSX Schwab Total Stock Market Index Fund
-1.18%
-$4,514.4 
C Citigroup Inc.
-1.18%
-$9,008.64 
PEG Public Service Enterprise Group Inc.
-1.17%
-$2,131.8 
FMQQ FMQQ The Next Frontier Internet ETF
-1.17%
-$5,008.64 
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K
-1.16%
-$2,919.28 
SLV iShares Silver Trust
-1.16%
-$11,203.35 
LAMR Lamar Advertising Company Class A
-1.15%
-$16,215.79 
PCT PureCycle Technologies Inc.
-1.14%
-$22,638.83 
IYH iShares U.S. Healthcare ETF
-1.14%
-$39,799.02 
NFLX Netflix Inc.
-1.13%
-$14,675.66 
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares
-1.13%
-$14,372.86 
SIVR abrdn Physical Silver Shares ETF
-1.13%
-$11,433.24 
LNT Alliant Energy Corporation
-1.12%
-$2,851.11 
XLC State Street Communication Services Select Sector SPDR ETF
-1.11%
-$4,136.44 
FSK FS KKR Capital Corp.
-1.09%
-$27,405.42 
ADC Agree Realty Corp.
-1.08%
-$6,184.25 
TSYY GraniteShares YieldBOOST TSLA ETF
-1.08%
-$4,793.49 
MMM 3M Company
-1.07%
-$3,538.16 
RDVY First Trust Rising Dividend Achievers ETF
-1.07%
-$60,649.2 
DTE DTE Energy Company
-1.04%
-$5,098.51 
BLW BlackRock Limited Duration Income Trust
-1.04%
-$14,410.56 
NRXP NRx Pharmaceuticals, Inc.
-1.04%
-$397.5 
GECC Great Elm Capital Corp.
-1.04%
-$1,312.82 
JFR Nuveen Floating Rate Income Fund
-1.04%
-$48,479.4 
MCK McKesson Corporation
-1.04%
-$3,384.22 
FE FirstEnergy Corp.
-1.03%
-$7,776 
SO The Southern Company
-1.03%
-$20,281.4 
IIPR Innovative Industrial Properties, Inc.
-1.03%
-$5,463.36 
GBDC Golub Capital BDC, Inc.
-1.02%
-$4,692.5 
CRM Salesforce, Inc.
-1.02%
-$3,256.31 
CGBD Carlyle Secured Lending, Inc.
-1.02%
-$14,718.58 
PM Philip Morris International Inc.
-1.02%
-$3,781.2 
GCEYX AB Global Core Equity Portfolio Advisor Class
-1.01%
-$11,670.6 
BRK-B Berkshire Hathaway Inc.
-1.01%
-$57,149.51 
BGT BlackRock Floating Rate Income Trust
-1%
-$29,691.8 
ADP Automatic Data Processing Inc.
-1%
-$9,495.64 
SOUN SoundHound AI, Inc. Class A Common Stock
-1%
-$1,527.16 
IYF iShares U.S. Financials ETF
-0.99%
-$46,324.22 
XLU State Street Utilities Select Sector SPDR ETF
-0.99%
-$169,036.95 
ICLN iShares Global Clean Energy ETF
-0.99%
-$11,099.52 
ZECP Zacks Earnings Consistent Portfolio ETF
-0.98%
-$5,088.37 
MMT Aberdeen Multi-Market Income Fund
-0.95%
-$950.88 
LBAY Leatherback Long/Short Alternative Yield ETF
-0.95%
-$4,431.5 
SCHW The Charles Schwab Corporation
-0.95%
-$8,314.38 
MOAT VanEck Morningstar Wide Moat ETF
-0.94%
-$216,165.8 
HAUS Residential REIT ETF
-0.93%
-$4,242.68 
VICR Vicor Corp.
-0.92%
-$5,237.3 
EUFN iShares MSCI Europe Financials ETF
-0.92%
-$9,686.92 
POR Portland General Electric Co.
-0.89%
-$11,010.4 
QFVIX Pear Tree Polaris Foreign Value Fund Institutional Class
-0.89%
-$2,345.23 
ETR Entergy Corporation Common Stock
-0.89%
-$13,251.84 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.89%
-$99,948.29 
GS The Goldman Sachs Group, Inc.
-0.87%
-$7,253.99 
SBRA Sabra Health Care REIT, Inc.
-0.82%
-$9,899.36 
DGRO iShares Core Dividend Growth ETF
-0.79%
-$3,037.2 
VIG Vanguard Dividend Appreciation ETF
-0.79%
-$12,159 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.78%
-$66,446.18 
ED Consolidated Edison Inc.
-0.77%
-$15,534.9 
ARCC Ares Capital Corp.
-0.77%
-$2,770.51 
FDVV Fidelity High Dividend ETF
-0.76%
-$34,335.37 
SYLD Cambria Shareholder Yield ETF
-0.76%
-$44,078.45 
WFC Wells Fargo & Company
-0.75%
-$2,230.63 
COWZ Pacer US Cash Cows 100 ETF
-0.75%
-$67,483.26 
FEZ State Street SPDR EURO STOXX 50 ETF
-0.74%
-$4,502.26 
BAC Bank of America Corporation
-0.74%
-$9,189.59 
TMO Thermo Fisher Scientific Inc.
-0.72%
-$2,915.49 
PKW Invesco BuyBack Achievers ETF
-0.72%
-$4,745.73 
QUAL iShares MSCI USA Quality Factor ETF
-0.72%
-$28,637.07 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.71%
-$118,695.4 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.71%
-$6,500.85 
SGOL abrdn Physical Gold Shares ETF
-0.7%
-$276,586.92 
CEG Constellation Energy Corporation
-0.69%
-$2,413.26 
OUNZ VanEck Merk Gold Trust
-0.69%
-$1,265.11 
TSLA Tesla, Inc.
-0.68%
-$36,329.48 
QUIZ Zacks Quality International ETF
-0.68%
-$1,618.23 
BML-PJ Bank of America Corporation
-0.67%
-$5,294.12 
D Dominion Energy, Inc.
-0.67%
-$17,008.5 
MBOX Freedom Day Dividend ETF
-0.67%
-$1,737.36 
GLD SPDR Gold Shares
-0.66%
-$65,740.85 
BRW Saba Capital Income & Opportunities Fund
-0.66%
-$10,309.72 
IAU iShares Gold Trust
-0.65%
-$2,385.41 
RSP Invesco S&P 500 Equal Weight ETF
-0.65%
-$114,875.16 
DSU BlackRock Debt Strategies Fund, Inc.
-0.64%
-$4,652.61 
PDO PIMCO Dynamic Income Opportunities Fund
-0.64%
-$750 
DUK Duke Energy Corporation
-0.64%
-$11,627.2 
GOOGL Alphabet Inc
-0.64%
-$52,838.82 
PNC The PNC Financial Services Group, Inc.
-0.63%
-$2,007.72 
RIVN Rivian Automotive, Inc. Class A
-0.62%
-$1,875 
BBLU EA Bridgeway Blue Chip ETF
-0.62%
-$2,640 
VTV Vanguard Morningstar Value ETF
-0.62%
-$11,194.4 
KLAC KLA Corporation
-0.62%
-$6,424.6 
SPGI S&P Global Inc.
-0.61%
-$2,230.09 
NEU NewMarket Corporation
-0.6%
-$5,676.24 
PSTL Postal Realty Trust Inc. Class A Common Stock
-0.59%
-$4,097.6 
IWD iShares Russell 1000 Value ETF
-0.59%
-$10,104.12 
RPV Invesco S&P 500 Pure Value ETF
-0.59%
-$4,820.4 
IEFA iShares Core MSCI EAFE ETF
-0.59%
-$4,471.98 
SCHV Schwab U.S. Large-Cap Value ETF
-0.58%
-$138,584.27 
DXJ WisdomTree Japan Hedged Equity Fund
-0.57%
-$4,166.73 
AMZN Amazon.com Inc
-0.56%
-$51,074.43 
ISCF iShares International Small-Cap Equity Factor ETF
-0.55%
-$1,807.92 
REM iShares Mortgage Real Estate ETF
-0.55%
-$1,071.12 
RIET Hoya Capital High Dividend Yield ETF
-0.54%
-$2,517.97 
CALF Pacer US Small Cap Cash Cows ETF
-0.54%
-$1,676.74 
IVE iShares S&P 500 Value ETF
-0.54%
-$1,777.62 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$8,356.14 
MFIC MidCap Financial Investment Corporation
-0.54%
-$17,711.91 
IDEV iShares Core MSCI International Developed Markets ETF
-0.53%
-$1,375.6 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.53%
-$11,385.9 
GOOG Alphabet Inc
-0.53%
-$94,949.38 
META Meta Platforms Inc Class A
-0.52%
-$25,615.22 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.52%
-$59,766 
EFA iShares MSCI EAFE ETF
-0.51%
-$98,258.29 
EFR Eaton Vance Senior Floating-Rate Trust
-0.5%
-$10,276.85 
LHX L3Harris Technologies, Inc.
-0.5%
-$826.56 
AAPL Apple Inc.
-0.49%
-$147,101.04 
GWW W.W. Grainger Inc.
-0.48%
-$1,290.34 
BBDC Barings BDC Inc.
-0.48%
-$3,361.4 
HIPS GraniteShares HIPS US High Income ETF
-0.47%
-$12,266.9 
CGDV Capital Group Dividend Value ETF
-0.47%
-$22,956.3 
VBR Vanguard Small-Cap Value ETF
-0.47%
-$1,977.9 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.47%
-$4,282.8 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.46%
-$67,949.75 
AAEQ Alpha Architect US Equity 2 ETF
-0.45%
-$24,681.79 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.45%
-$1,658.16 
STXF Strive 500 ETF
-0.45%
-$51,184.99 
OEF iShares S&P 100 ETF
-0.44%
-$3,082.82 
SPGM State Street SPDR Portfolio MSCI Global Stock Market ETF
-0.44%
-$48,301.04 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.43%
-$4,021.94 
T-PA AT&T Inc.
-0.43%
-$752.5 
CNP CenterPoint Energy, Inc.
-0.42%
-$1,243.37 
BGX Blackstone Long-Short Credit Income Fund
-0.42%
-$593.96 
EVF Eaton Vance Senior Income Trust
-0.42%
-$2,188.78 
IWO iShares Russell 2000 Growth ETF
-0.42%
-$1,859.71 
VOO Vanguard S&P 500 ETF
-0.41%
-$177,603.02 
ALC Alcon Inc.
-0.41%
-$925.68 
SCHD Schwab U.S. Dividend Equity ETF
-0.41%
-$8,255.58 
SPY State Street SPDR S&P 500 ETF Trust
-0.41%
-$80,483.69 
LIN Linde plc
-0.4%
-$1,540.87 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.4%
-$49,907.16 
MPA BlackRock MuniYield Pennsylvania Quality Fund
-0.4%
-$1,000 
EXR Extra Space Storage Inc.
-0.39%
-$1,281.84 
AFSM First Trust Active Factor Small Cap ETF
-0.39%
-$7,028.32 
VONE Vanguard Russell 1000 ETF
-0.39%
-$3,655.52 
SWDRX Schwab Target 2030 Fund
-0.39%
-$765.1 
IVV iShares Core S&P 500 ETF
-0.38%
-$41,141.94 
IYM iShares U.S. Basic Materials ETF
-0.38%
-$1,388.56 
VV Vanguard Morningstar Large-Cap ETF
-0.37%
-$2,640 
VTI Vanguard Total Stock Market ETF
-0.37%
-$4,797.77 
IYR iShares U.S. Real Estate ETF
-0.37%
-$3,303.36 
SCHX Schwab U.S. Large-Cap ETF
-0.37%
-$136,621.57 
VT Vanguard Total World Stock ETF
-0.36%
-$136,505.31 
MRGR ProShares Merger ETF
-0.36%
-$1,310.25 
SCHF Schwab International Equity ETF
-0.35%
-$925.59 
IWB iShares Russell 1000 ETF
-0.35%
-$43,633.7 
IWL iShares Russell Top 200 ETF
-0.35%
-$1,492.09 
SECT Main Sector Rotation ETF
-0.34%
-$1,453.92 
VEA Vanguard FTSE Developed Markets ETF
-0.33%
-$3,059.69 
CMCSA Comcast Corp. Class A Common Stock
-0.33%
-$955.95 
EMQQ EMQQ The Emerging Markets Internet ETF
-0.33%
-$1,285.7 
XLG Invesco S&P 500 Top 50 ETF
-0.33%
-$6,679.31 
SCHB Schwab U.S. Broad Market ETF
-0.32%
-$192,501.64 
IJR iShares Core S&P Small-Cap ETF
-0.31%
-$7,607.28 
IWM iShares Russell 2000 ETF
-0.31%
-$6,368.47 
TLT iShares 20+ Year Treasury Bond ETF
-0.29%
-$26,711.76 
EFT Eaton Vance Floating-Rate Income Trust
-0.29%
-$5,937.72 
VUG Vanguard Morningstar Growth ETF
-0.29%
-$5,574 
IJS iShares S&P Small-Cap 600 Value ETF
-0.28%
-$14,211 
BGB Blackstone Strategic Credit 2027 Term Fund
-0.28%
-$487.26 
BSL Blackstone Senior Floating Rate 2027 Term Fund
-0.28%
-$668.41 
GILD Gilead Sciences Inc.
-0.28%
-$1,354.32 
DIS The Walt Disney Company
-0.28%
-$899.33 
PWB Invesco Large Cap Growth ETF
-0.28%
-$23,360.76 
WM Waste Management Inc.
-0.27%
-$1,336.22 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.27%
-$651 
ICOW Pacer Developed Markets International Cash Cows 100 ETF
-0.27%
-$829.03 
MELI MercadoLibre Inc.
-0.27%
-$8,779.69 
NEE NextEra Energy Inc.
-0.26%
-$10,951.29 
IVW iShares S&P 500 Growth ETF
-0.25%
-$872.78 
BFST Business First Bancshares, Inc.
-0.23%
-$2,072.32 
FNDF Schwab Fundamental International Equity ETF
-0.21%
-$4,552.05 
GEV GE Vernova Inc.
-0.21%
-$1,234.61 
IXUS iShares Core MSCI Total International Stock ETF
-0.2%
-$10,434.92 
ABALX American Funds American Balanced Fund Class A
-0.2%
-$1,721.36 
IWF iShares Russell 1000 Growth ETF
-0.19%
-$21,070.43 
EVV Eaton Vance Limited Duration Income Fund
-0.18%
-$2,586.61 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.17%
-$51,948.72 
BNY Bank of New York Mellon Corp.
-0.17%
-$882.03 
MS-PA Morgan Stanley
-0.16%
-$840.65 
GD General Dynamics Corp.
-0.16%
-$441.65 
LVHI Franklin International Low Volatility High Dividend Index ETF
-0.15%
-$11,145.23 
PFF iShares Preferred and Income Securities ETF
-0.14%
-$1,294.28 
CLOZ Eldridge BBB-B CLO ETF
-0.14%
-$4,224.64 
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$1,234.25 
FAD First Trust Multi Cap Growth AlphaDEX Fund
-0.13%
-$305.05 
MGK Vanguard Mega Cap Growth ETF
-0.12%
-$3,684.28 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.12%
-$187.5 
SHLD Global X Defense Tech ETF
-0.11%
-$3,278.73 
VONG Vanguard Russell 1000 Growth ETF
-0.11%
-$3,507.84 
FFRHX Fidelity Floating Rate High Income
-0.11%
-$103.53 
MOOD Relative Sentiment Tactical Allocation ETF
-0.11%
-$59,872.55 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$327.6 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.1%
-$345.85 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.1%
-$8,131.27 
NVDA NVIDIA Corporation
-0.1%
-$12,807.04 
INCE Franklin Income Equity Focus ETF
-0.1%
-$1,109.95 
FPF First Trust Intermediate Duration Preferred & Income Fund
-0.1%
-$531.96 
FPE First Trust Preferred Securities and Income ETF
-0.09%
-$2,273.31 
MTBA Simplify MBS ETF
-0.08%
-$8,475.56 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$961.03 
BNDW Vanguard Total World Bond ETF
-0.07%
-$335.2 
BRTR iShares Total Return Active ETF
-0.07%
-$3,069.92 
PSX Phillips 66
-0.07%
-$616.8 
ROBO ROBO Global Robotics and Automation Index ETF
-0.07%
-$214 
SWHRX Schwab Target 2025 Fund
-0.07%
-$157.97 
FPACX FPA Crescent Fund Institutional Shares
-0.06%
-$1,029.51 
IEI iShares 3-7 Year Treasury Bond ETF
-0.06%
-$305.2 
SMTH ALPS Smith Core Plus Bond ETF
-0.06%
-$4,476.61 
VWO Vanguard FTSE Emerging Markets ETF
-0.05%
-$4,006.23 
ETN Eaton Corporation plc
-0.05%
-$337.43 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$1,017.52 
JPIE JPMorgan Income ETF
-0.04%
-$2,294.34 
XMMO Invesco S&P MidCap Momentum ETF
-0.04%
-$684.48 
SCHE Schwab Emerging Markets Equity ETF
-0.04%
-$1,932.62 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$297.45 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$512.61 
JLVIX John Hancock Fundamental Large Cap Core Fund Class I
-0.04%
-$429.96 
FPX First Trust US Equity Opportunities ETF
-0.03%
-$2,502.5 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$94.86 
FLOT iShares Floating Rate Bond ETF
-0.03%
-$184.25 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$951.96 
VRT Vertiv Holdings Co Class A Common Stock
-0.03%
-$87.8 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$360.28 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$95.14 
TIP iShares TIPS Bond ETF
-0.01%
-$3,421.08 
TOTL State Street DoubleLine Total Return Tactical ETF
-0.01%
-$54.9 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-0.01%
-$89.23 
GSST Goldman Sachs Ultra Short Bond ETF
-0.01%
-$368.74 
FTWO Strive Natural Resources and Security ETF
-0.01%
-$191.95 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
-$37.66 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3709 | Longs Won 2368/3709 63% | Profit Factor 6.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $523,750.01 |
| Average Win $168,125.43 | Best Trade (Oct 20) $12.24M | Sharpe Ratio -10.14 |
| Average Loss -$44,680.35 | Worst Trade (Oct 20) -$2.4M | Z-Score 2.07 (96.15%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w | Expectancy $91,184.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 1281 12811A309 | 37,379 | $400,473.57 | $396,586 | - | -$3,887.57 | -0.97% | 0.0 |
| 1281 12811C305 | 19,309 | $216,451 | $216,451 | - | - | - | 0.0 |
| AAEQ Alpha Architect US Equity 2 ETF | 100,455 | $4.96M | $5.46M | - | $502,512.15 | 10.14% | -0.45% |
| AAPL Apple Inc. | 86,024 | $19.95M | $29.81M | - | $9.86M | 49.43% | -0.491% |
| ABALX American Funds American Balanced Fund Class A | 21,517 | $746,481.85 | $866,704.76 | - | $120,222.91 | 16.11% | -0.198% |
| ABBV AbbVie Inc. | 11,034 | $2.16M | $3.15M | - | $995,717.43 | 46.2% | +0.13% |
| ABIMX AB Impact Municipal Income Fund | 39,996 | $387,561 | $367,563.24 | - | -$19,997.76 | -5.16% | +0.989% |
| ABT Abbott Laboratories | 3,058 | $325,982.7 | $316,090.17 | - | -$9,892.53 | -3.03% | +0.834% |
| ACN Accenture plc | 1,280 | $392,407.43 | $316,544 | - | -$75,863.43 | -19.33% | -4.421% |
| ACRNX Columbia Acorn Fund Institutional Class | 21,417 | $267,709 | $279,706.02 | - | $11,997.02 | 4.48% | -2.392% |
| ADBE Adobe Inc. | 1,544 | $702,380.3 | $409,390.67 | - | -$292,989.63 | -41.71% | -1.996% |
| ADC Agree Realty Corp. | 8,530 | $646,630.83 | $565,922.85 | - | -$80,707.98 | -12.48% | -1.081% |
| ADI Analog Devices, Inc. | 1,583 | $503,636 | $617,987.37 | - | $114,351.37 | 22.71% | +1.2% |
| ADM Archer-Daniels-Midland Company | 6,365 | $365,924 | $511,109.5 | - | $145,185.5 | 39.68% | +0.576% |
| ADP Automatic Data Processing Inc. | 3,083 | $756,146.58 | $939,883.38 | - | $183,736.8 | 24.3% | -1% |
| AEP American Electric Power Company, Inc. | 14,283 | $1.56M | $1.84M | - | $279,330.47 | 17.9% | -1.385% |
| AFSM First Trust Active Factor Small Cap ETF | 45,344 | $1.48M | $1.79M | - | $306,232.16 | 20.64% | -0.391% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,874 | $961,712.39 | $947,854.63 | - | -$13,857.76 | -1.44% | -0.13% |
| AGTHX American Funds The Growth Fund of America Class A | 5,704 | $377,281.9 | $492,426.32 | - | $115,144.42 | 30.52% | -2.153% |
| ALB Albemarle Corporation | 4,731 | $598,586.38 | $444,926.89 | - | -$153,659.49 | -25.67% | +1.626% |
No Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Daniel Guy?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corporation Common Stock - $4.25M, iShares MSCI EAFE ETF - $4.18M, iShares Russell 1000 Growth ETF - $3.9M, SPDR Gold Shares - $3.53M, and Apple Inc - $3.33M. 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: iShares Bitcoin Trust ETF - $2.12M, AGF U.S. Market Neutral Anti-Beta Fund - $1.57M, iMGP DBi Managed Futures Strategy ETF - $891,307.54, Invesco NASDAQ 100 ETF - $650,523.07, and Albemarle Corporation - $631,491.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Guy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $62.88M earned over time. The largest contributors to dividend income include iShares TIPS Bond ETF - $2.06M, Vanguard Total World Stock ETF - $1.52M, iShares 0-5 Year TIPS Bond ETF - $1.36M, State Street Energy Select Sector SPDR ETF - $1.27M, and iShares MSCI EAFE ETF - $1.19M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Guy's monthly returns?
Daniel Guy's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Daniel Guy's strategy be considered aggressive or moderate?
Daniel Guy's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Daniel Guy's strategy?
Daniel Guy's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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