SJL

Sheila J. Lindsay Portfolio

Invests via Bensler LLC | Managed by Sheila J. Lindsay
Invests via Bensler LLC
Managed by Sheila J. Lindsay
Automatically Tracked
Tracking: 0 Updated: 21 hours ago
Sheila J. Lindsay Profile

Sheila J. Lindsay has cultivated a distinguished career as a thought leader in the technology sector, driving transformative growth for various startups and established firms. With extensive experience in product innovation and market expansion, she specializes in leveraging emerging technologies to create competitive advantages across industries. Her leadership has been pivotal in securing strategic partnerships and enhancing operational efficiencies that elevate organizational performance. As an advocate for women in tech, she champions diversity within executive ranks while steering initiatives that promote inclusive practices throughout the entrepreneurial ecosystem.

Sheila J. Lindsay has cultivated a distinguished career as a thought leader in the technology sector, driving transformative growth for various startups and established firms. With extensive experience in product innovation and market expansion, she specializes in leveraging emerging technologies to create competitive advantages across industries. Her leadership has been pivotal in securing strategic partnerships and enhancing operational efficiencies that elevate organizational performance. As an advocate for women in tech, she champions diversity within executive ranks while steering initiatives that promote inclusive practices throughout the entrepreneurial ecosystem.

Investment Philosophy & Strategy

With a focus on innovation, Sheila J. Lindsay pursues investment opportunities that emphasize the integration of cutting-edge technology into traditional sectors. Her background in driving growth and operational improvements allows her to identify transformative potential where others may not see it. By prioritizing startups with scalable business models, she seeks ventures that align with both market trends and technological advancements. Advocating for diversity within tech investments, she cultivates an ecosystem conducive to inclusive practices while exploring unique avenues for value creation.

With a focus on innovation, Sheila J. Lindsay pursues investment opportunities that emphasize the integration of cutting-edge technology into traditional sectors. Her background in driving growth and operational improvements allows her to identify transformative potential where others may not see it. By prioritizing startups with scalable business models, she seeks ventures that align with both market trends and technological advancements. Advocating for diversity within tech investments, she cultivates an ecosystem conducive to inclusive practices while exploring unique avenues for value creation.

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:
40.14%
Gain +0.01%
Monthly
0.47%
Yearly
5.81%
Drawdown
14%
$1.1B
Equity
Holdings
$1.1B
Investment
$798.06M
$308.96M
Profit +$96,974.33
Realized
-$647,462.57
Unrealized
$309.61M
Dividends
$61.27M

Goals

Avg. 75.5% completed goals
Yearly
Gain > 5%
2026
51%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0.01%
Profit
$96,974.33
Win %
86%
This Week
Compared To Last Week
Gain
0.01%
Profit
$96,974.33
Win %
86%
This Month
Compared to last month
Gain
-0.5%
Profit
-$5.55M
Win %
86%
This Year
Compared to last year
Gain
2.56%
Profit
$33.82M
Win %
84%
Roku, Inc. logo
ROKU Roku, Inc.
+20.08%
+$392,775.04
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
+7.25%
+$129,991.65
KLA Corporation logo
KLAC KLA Corporation
+5.55%
+$2.73M
Key Tronic Corporation logo
KTCC Key Tronic Corporation
+5.01%
+$5,495.4
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
+4.37%
+$365,817.95
AppLovin Corporation Class A Common Stock logo
APP AppLovin Corporation Class A Common Stock
+3.8%
+$10,028.19
Quanta Services Inc. logo
PWR Quanta Services Inc.
+3.58%
+$261,712.91
Chipotle Mexican Grill, Inc. logo
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$11,215.12
Freeport-McMoRan Inc. logo
FCX Freeport-McMoRan Inc.
+3.12%
+$13,500.54
Wheaton Precious Metals Corp. logo
WPM Wheaton Precious Metals Corp.
+3.05%
+$115,724.97
VanEck Gold Miners ETF logo
GDX VanEck Gold Miners ETF
+2.97%
+$5,775
VanEck Rare Earth and Strategic Metals ETF logo
REMX VanEck Rare Earth and Strategic Metals ETF
+2.73%
+$542,922.46
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+2.64%
+$11,264.3
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+2.62%
+$16,564.2
Nasdaq, Inc. logo
NDAQ Nasdaq, Inc.
+2.58%
+$87,109.12
InterDigital, Inc. logo
IDCC InterDigital, Inc.
+2.56%
+$4,956.08
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.31%
+$20,858.58
American Express Company logo
AXP American Express Company
+2.18%
+$244,341.5
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+1.95%
+$5,775.08
Tesla, Inc. logo
TSLA Tesla, Inc.
+1.82%
+$45,740.24
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
+1.68%
+$100,124.35
Bank of America Corporation logo
BAC Bank of America Corporation
+1.56%
+$4,055.76
ONEOK, Inc. logo
OKE ONEOK, Inc.
+1.56%
+$7,300.28
AerCap Holdings N.V. logo
AER AerCap Holdings N.V.
+1.52%
+$88,147.92
Caterpillar Inc. logo
CAT Caterpillar Inc.
+1.44%
+$23,421.42
EMCOR Group, Inc. logo
EME EMCOR Group, Inc.
+1.42%
+$7,568.61
Alaska Air Group Inc. logo
ALK Alaska Air Group Inc.
+1.41%
+$3,991.68
S&P Global Inc. logo
SPGI S&P Global Inc.
+1.35%
+$31,648.74
Fluor Corporation logo
FLR Fluor Corporation
+1.22%
+$11,834
Global X U.S. Electrification ETF logo
ZAP Global X U.S. Electrification ETF
+1.21%
+$345,401.2
iShares Select Dividend ETF logo
DVY iShares Select Dividend ETF
+1.19%
+$27,061.14
Lam Research Corporation logo
LRCX Lam Research Corporation
+1.18%
+$10,767.93
Schwab U.S. Small-Cap ETF logo
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$19,866.8
iShares Russell Mid-Cap Value ETF logo
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$8,061.61
Enel Chile S.A. logo
ENIC Enel Chile S.A.
+1.13%
+$1,228.8
ISHARES MSCI INDIA ETF logo
INDA ISHARES MSCI INDIA ETF
+1.13%
+$4,140.18
Vistra Corp logo
VST Vistra Corp
+1.12%
+$147,451.12
Entergy Corporation logo
ETR Entergy Corporation
+1.11%
+$43,301.46
Schwab U.S. Mid-Cap ETF logo
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$26,698.62
iShares S&P Small-Cap 600 Value ETF logo
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$3,366.25
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.07%
+$3,898.9
Visa Inc. Class A logo
V Visa Inc. Class A
+1.05%
+$3,380.1
Global X U.S. Infrastructure Development ETF logo
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$11,690.48
Nuveen ESG Small-Cap ETF logo
NUSC Nuveen ESG Small-Cap ETF
+1.01%
+$7,364.61
Schwab U.S. Large-Cap Value ETF logo
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$3,330.98
SPDR Portfolio S&P 600 Small Cap ETF logo
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$91,155.9
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
+0.98%
+$15,618.1
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
+0.97%
+$5,707.22
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$4,609.23
First Northwest Bancorp logo
FNWB First Northwest Bancorp
+0.95%
+$1,223
Fidelity Enhanced Large Cap Value ETF logo
FELV Fidelity Enhanced Large Cap Value ETF
+0.94%
+$2,359.86
First Trust Mid Cap Core AlphaDEX Fund logo
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.93%
+$6,798.86
Ambev S.A. logo
ABEV Ambev S.A.
+0.93%
+$359.07
iShares Russell Mid-Cap ETF logo
IWR iShares Russell Mid-Cap ETF
+0.93%
+$7,496
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
+0.92%
+$2,531.7
First Trust Morningstar Dividend Leaders Index Fund logo
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.91%
+$2,613.72
Republic Services, Inc. logo
RSG Republic Services, Inc.
+0.89%
+$37,841.64
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$53,731.49
iShares U.S. Healthcare Providers ETF logo
IHF iShares U.S. Healthcare Providers ETF
+0.89%
+$3,435.71
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
+0.87%
+$19,014.51
SPDR Portfolio Emerging Markets ETF logo
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$1,938.15
Schwab Emerging Markets Equity ETF logo
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$3,040.8
iShares S&P Small-Cap 600 Growth ETF logo
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$2,574.28
iShares MSCI KLD 400 Social ETF logo
DSI iShares MSCI KLD 400 Social ETF
+0.83%
+$13,980.4
Nu Holdings Ltd. logo
NU Nu Holdings Ltd.
+0.83%
+$12,819.1
SPDR S&P Dividend ETF logo
SDY SPDR S&P Dividend ETF
+0.83%
+$1,868.75
Macquarie Focused Emerging Markets Equity ETF logo
EMEQ Macquarie Focused Emerging Markets Equity ETF
+0.81%
+$243,464.31
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
+0.81%
+$15,644.12
PACCAR Inc. logo
PCAR PACCAR Inc.
+0.8%
+$1,900.68
General Electric Company logo
GE General Electric Company
+0.76%
+$8,061.9
Heritage Financial Corporation logo
HFWA Heritage Financial Corporation
+0.76%
+$4,499.02
Invesco Dorsey Wright Developed Markets Momentum ETF logo
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+0.76%
+$2,853.89
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+0.75%
+$3,252.09
Starbucks Corporation logo
SBUX Starbucks Corporation
+0.74%
+$5,426.41
Franklin U.S. Large Cap Multisector Fund logo
FLQL Franklin U.S. Large Cap Multisector Fund
+0.73%
+$10,280.48
SPDR Dow Jones Industrial Average ETF Trust logo
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$4,813.71
SPDR Portfolio S&P 400 Mid Cap ETF logo
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$113,374.08
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$19,389.28
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.71%
+$15,023.32
Nasdaq 100 Core Premium Income ETF logo
GPIQ Nasdaq 100 Core Premium Income ETF
+0.71%
+$94,493.29
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$2,288.52
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
+0.7%
+$3,166.2
Emerson Electric Co. logo
EMR Emerson Electric Co.
+0.69%
+$17,048.27
SPDR Portfolio S&P 500 Value ETF logo
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$67,332.72
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+0.68%
+$72,753.62
Taiwan Semiconductor Manufacturing Co. Ltd. ADR logo
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$4,072.62
Invesco NASDAQ 100 ETF logo
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$41,346.67
iShares Global Infrastructure ETF logo
IGF iShares Global Infrastructure ETF
+0.67%
+$1,458.45
iShares Russell 2000 Growth ETF logo
IWO iShares Russell 2000 Growth ETF
+0.66%
+$4,657.46
Calamos Strategic Total Return Fund logo
CSQ Calamos Strategic Total Return Fund
+0.65%
+$144,910.87
iShares U.S. Technology ETF logo
IYW iShares U.S. Technology ETF
+0.61%
+$4,101.05
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$130,276.55
Arch Capital Group Ltd logo
ACGL Arch Capital Group Ltd
+0.58%
+$11,727.84
iShares S&P Mid-Cap 400 Growth ETF logo
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$2,332.44
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
+0.58%
+$8,281.2
Global X S&P 500 Covered Call ETF logo
XYLD Global X S&P 500 Covered Call ETF
+0.57%
+$3,207.58
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$2,373.12
Global X Nasdaq 100 Covered Call ETF logo
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$5,115.3
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.55%
+$5,640.14
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.55%
+$12,436.06
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.54%
+$79,612.27
Alphabet Inc logo
GOOGL Alphabet Inc
+0.53%
+$224,862.39
Columbia Research Enhanced Core ETF logo
RECS Columbia Research Enhanced Core ETF
+0.53%
+$56,421.97
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$3,578.75
First Trust EIP Power Solutions ETF logo
FPWR First Trust EIP Power Solutions ETF
+0.53%
+$3,633.84
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
+0.52%
+$34,172.16
SPDR Portfolio S&P 1500 Composite Stock Market ETF logo
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$78,542.24
First Eagle Global Equity ETF logo
FEGE First Eagle Global Equity ETF
+0.49%
+$6,323.45
Vanguard Large-Cap Index Fund ETF Shares logo
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$3,366.4
Alphabet Inc logo
GOOG Alphabet Inc
+0.45%
+$18,908.8
Walmart Inc. logo
WMT Walmart Inc.
+0.45%
+$36,642.31
iShares Core MSCI International Developed Markets ETF (IDEV) logo
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$1,826.27
ISHARES MSCI ACWI EX U.S. ETF logo
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$1,193.6
Progressive Corporation logo
PGR Progressive Corporation
+0.42%
+$64,213.16
SPDR Portfolio S&P 500 Growth ETF logo
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$1,012.32
General Dynamics Corporation logo
GD General Dynamics Corporation
+0.38%
+$1,033.61
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$8,983
TotalEnergies SE logo
TTE TotalEnergies SE
+0.34%
+$752.69
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$2,011.92
Adams Diversified Equity Fund, Inc. logo
ADX Adams Diversified Equity Fund, Inc.
+0.32%
+$84,397.36
Waste Management, Inc. logo
WM Waste Management, Inc.
+0.3%
+$660.01
SPDR Portfolio Developed World ex-US ETF logo
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$25,059.02
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
+0.29%
+$1,957.44
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.28%
+$802.75
Consumer Discretionary Select Sector SPDR Fund logo
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$1,009.5
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$3,881.42
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
+0.18%
+$385.28
T. Rowe Price Capital Appreciation Equity ETF logo
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.18%
+$1,065.89
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+0.18%
+$520.2
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.16%
+$87,888.32
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
+0.13%
+$283.71
Schwab U.S. Large-Cap Growth ETF logo
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$3,827.64
Fidelity Enhanced Large Cap Growth ETF logo
FELG Fidelity Enhanced Large Cap Growth ETF
+0.12%
+$383.01
The Coca-Cola Company logo
KO The Coca-Cola Company
+0.11%
+$383.49
Principal Spectrum Preferred Securities Active ETF logo
PREF Principal Spectrum Preferred Securities Active ETF
+0.1%
+$16,636.2
Microsoft Corp. logo
MSFT Microsoft Corp.
+0.1%
+$42,806.93
SPDR Euro Stoxx 50 ETF logo
FEZ SPDR Euro Stoxx 50 ETF
+0.09%
+$217.14
iShares Gold Trust logo
IAU iShares Gold Trust
+0.08%
+$5,451.72
Leidos Holdings Inc. logo
LDOS Leidos Holdings Inc.
+0.07%
+$5,908.41
SPDR Gold Shares logo
GLD SPDR Gold Shares
+0.06%
+$812.46
iShares Russell Mid-Cap Growth ETF logo
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$405.44
SPDR Portfolio High Yield Bond ETF logo
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$4,230.12
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
+0.03%
+$756
Janus Henderson AAA CLO ETF logo
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,610.6
Janus Henderson Short Duration Income ETF logo
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$771.21
Oracle Corporation logo
ORCL Oracle Corporation
+0.02%
+$44.09
McDonald's Corporation logo
MCD McDonald's Corporation
+0.01%
+$26.65
TCW Flexible Income ETF logo
FLXR TCW Flexible Income ETF
+0.01%
+$39.33
AmerisourceBergen Corporation logo
ABC AmerisourceBergen Corporation
0%
$0
logo
EVMO
0%
$0
iShares iBoxx $ High Yield Corporate Bond ETF logo
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0
PGIM Active High Yield Bond ETF logo
PHYL PGIM Active High Yield Bond ETF
0%
$0
Cintas Corporation logo
CTAS Cintas Corporation
-3.08%
-$417,228
Eli Lilly and Company logo
LLY Eli Lilly and Company
-2.41%
-$572,890.13
Global X Defense Tech ETF logo
SHLD Global X Defense Tech ETF
-2.04%
-$544,994.1
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$107,071.19
Apple Inc. logo
AAPL Apple Inc.
-1.52%
-$600,264
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
-1.52%
-$194,788.1
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-1.43%
-$434,160.26
MercadoLibre, Inc. logo
MELI MercadoLibre, Inc.
-1.27%
-$91,840.89
Amazon.com Inc logo
AMZN Amazon.com Inc
-1.23%
-$192,988.39
Boeing Company logo
BA Boeing Company
-1.16%
-$6,292.61
Netflix, Inc. logo
NFLX Netflix, Inc.
-1.14%
-$2,035.77
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
-1.01%
-$99,925.7
Broadcom Inc. logo
AVGO Broadcom Inc.
-0.91%
-$138,778.62
Spotify Technology S.A. logo
SPOT Spotify Technology S.A.
-0.82%
-$39,940
Old Dominion Freight Line, Inc. logo
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$123,576.2
Pimco Dynamic Income Fund logo
PDI Pimco Dynamic Income Fund
-0.79%
-$68,363.49
Oklo Inc. logo
OKLO Oklo Inc.
-0.64%
-$3,127.61
Bwx Technologies Inc. logo
BWXT Bwx Technologies Inc.
-0.63%
-$55,172.43
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-0.6%
-$2,479.09
Eaton Corporation plc logo
ETN Eaton Corporation plc
-0.57%
-$2,367
SoFi Technologies, Inc. logo
SOFI SoFi Technologies, Inc.
-0.54%
-$1,570.5
Liberty All Star Equity Fund logo
USA Liberty All Star Equity Fund
-0.52%
-$365.7
Deckers Outdoor Corporation logo
DECK Deckers Outdoor Corporation
-0.47%
-$58,708.8
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
-0.45%
-$5,933.97
Coinbase Global, Inc. logo
COIN Coinbase Global, Inc.
-0.41%
-$1,145.93
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
-0.36%
-$2,233.07
Salesforce Inc logo
CRM Salesforce Inc
-0.34%
-$1,292.48
First Trust Dow Jones Internet Index Fund logo
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$2,690.97
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.26%
-$24,432.67
Nuveen Real Asset Income and Growth Fund logo
JRI Nuveen Real Asset Income and Growth Fund
-0.23%
-$394.65
Shell plc logo
SHEL Shell plc
-0.22%
-$447.45
Health Care Select Sector SPDR Fund logo
XLV Health Care Select Sector SPDR Fund
-0.18%
-$626.35
First Trust NASDAQ Cybersecurity ETF logo
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$1,299.2
JPMorgan U.S. Aggregate Bond ETF logo
JAGG JPMorgan U.S. Aggregate Bond ETF
-0.11%
-$245.05
Hartford Total Return Bond ETF logo
HTRB Hartford Total Return Bond ETF
-0.09%
-$9,774.15
First Trust TCW Unconstrained Plus Bond ETF logo
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$16,908.46
SPDR Portfolio Aggregate Bond ETF logo
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$11,975
iShares Core Universal USD Bond ETF logo
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$7,577.47
VanEck IG Floating Rate ETF logo
FLTR VanEck IG Floating Rate ETF
-0.04%
-$2,549.92
Vertex Pharmaceuticals Incorporated logo
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$908.32
VictoryShares Short-Term Bond ETF logo
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$1,138.31
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
-0.01%
-$19.75
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Dividends

Dividend Analysis

Yearly
$
Trades
2668
Longs Won
1712/2668 64%
Profit Factor
5.69
Profitability
Shorts Won
0/0 0%
Standard Deviation
$1.12M
Average Win
$219,188.35
Best Trade
(Jun 14) $39.64M
Sharpe Ratio
-7.67
Average Loss
-$68,994.87
Worst Trade
(Jun 14) -$2.46M
Z-Score
18.22 (100%)
Commissions
$0
Avg. Trade Length
1y 9m 1w 4d
Expectancy
$115,801.19
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 15,873 14,286 12,698 11,111 9,524 7,937 6,349 4,762 3,175 1,587
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Returns

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Account USV