AT
Allison Tronnes Portfolio
Invests via Forum Financial Management LP | Managed by Allison Tronnes
Invests via Forum Financial Management LP
Managed by Allison Tronnes
Automatically Tracked
Allison Tronnes Profile
Allison Tronnes brings extensive expertise as a technology commercialization leader with a robust track record in driving innovation across dynamic sectors. Her career has been marked by successful ventures in integrating advanced technologies into practical applications, fostering market expansion and client engagement. As an operator focused on enhancing product development, she leverages her strategic insight to elevate operational efficiencies and optimize competitive positioning within the marketplace. Allison's collaborative approach to stakeholder relationships empowers organizations to achieve growth targets while navigating complex industry landscapes.
Allison Tronnes brings extensive expertise as a technology commercialization leader with a robust track record in driving innovation across dynamic sectors. Her career has been marked by successful ventures in integrating advanced technologies into practical applications, fostering market expansion and client engagement. As an operator focused on enhancing product development, she leverages her strategic insight to elevate operational efficiencies and optimize competitive positioning within the marketplace. Allison's collaborative approach to stakeholder relationships empowers organizations to achieve growth targets while navigating complex industry landscapes.
Investment Philosophy & Strategy
Allison Tronnes champions a transformative perspective on investment opportunities, particularly within the technology sector. Her deep-seated understanding of innovation and commercialization drives her approach to identifying high-potential ventures poised for disruption. Prioritizing partnerships that enhance operational capabilities, she seeks out startups with scalable business models that align with emerging market needs. By fostering synergies between innovative technologies and practical applications, she aims to unlock value across diverse ecosystems. This visionary mindset positions her as a formidable player in harnessing growth potential while navigating competitive landscapes effectively.
Allison Tronnes champions a transformative perspective on investment opportunities, particularly within the technology sector. Her deep-seated understanding of innovation and commercialization drives her approach to identifying high-potential ventures poised for disruption. Prioritizing partnerships that enhance operational capabilities, she seeks out startups with scalable business models that align with emerging market needs. By fostering synergies between innovative technologies and practical applications, she aims to unlock value across diverse ecosystems. This visionary mindset positions her as a formidable player in harnessing growth potential while navigating competitive landscapes effectively.
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:
35.47%
Gain 0%
Monthly
0.49%
Yearly
6.01%
Drawdown
12.81%
$7.71B
Equity
Holdings
$7.71B
Investment
$5.75B
$2.31B
Profit +$126,046.33
Realized
$340.61M
Unrealized
$1.97B
Dividends
$440.92M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.002%
Profit
$126,046.33
Win %
81%
This Week
Compared To Last Week
Gain
0.002%
Profit
$126,046.33
Win %
81%
This Month
Compared to last month
Gain
0.14%
Profit
$10.93M
Win %
81%
This Year
Compared to last year
Gain
1.82%
Profit
$131.86M
Win %
74%
ARM Arm Holdings plc American Depositary Receipt
+11.27%
+$64,737.22 
RIVN Rivian Automotive, Inc.
+7.85%
+$15,032.84 
STX Seagate Technology Holdings plc
+7.25%
+$94,487.88 
INTC Intel Corporation
+6.51%
+$171,217.39 
KLAC KLA Corporation
+5.55%
+$20,465.26 
NOK Nokia Corporation Sponsored ADR
+5.04%
+$12,580.49 
AMD Advanced Micro Devices, Inc.
+4.73%
+$88,480.24 
GEV GE Vernova Inc.
+3.73%
+$58,087.03 
PWR Quanta Services Inc.
+3.58%
+$20,562.46 
NNOX Nano-X Imaging Ltd.
+2.92%
+$500 
CEG Constellation Energy Corporation
+2.86%
+$15,016.46 
CME CME Group Inc.
+2.8%
+$34,875.8 
SCHW Charles Schwab Corporation
+2.71%
+$9,014.39 
AMAT Applied Materials, Inc.
+2.64%
+$42,894.93 
T AT&T Inc.
+2.52%
+$31,088.58 
SCL Stepan Company
+2.5%
+$7,840.35 
VZ Verizon Communications Inc.
+2.49%
+$22,714.38 
FITB Fifth Third Bancorp
+2.45%
+$16,198.15 
JPM JPMorgan Chase & Co.
+2.31%
+$296,546.09 
USB U.S. Bancorp
+2.27%
+$5,300.26 
WTFC Wintrust Financial Corporation
+2.19%
+$13,043.17 
AXP American Express Company
+2.18%
+$18,639.93 
SYK Stryker Corporation
+2.15%
+$4,624.8 
MLM Martin Marietta Materials, Inc.
+2.08%
+$6,732.11 
PM Philip Morris International Inc.
+1.95%
+$24,074.6 
PRU Prudential Financial, Inc.
+1.87%
+$10,365.91 
KMI Kinder Morgan, Inc.
+1.85%
+$16,049.76 
D Dominion Energy, Inc.
+1.83%
+$8,720.56 
TSLA Tesla, Inc.
+1.82%
+$44,298.8 
DIOD Diodes Inc.
+1.79%
+$20,014.89 
OLED Universal Display Corporation
+1.76%
+$6,150.94 
SWKS Skyworks Solutions Inc.
+1.71%
+$14,950.68 
WELL Welltower Inc.
+1.69%
+$5,332.88 
SD SandRidge Energy Inc.
+1.69%
+$6,250 
ET Energy Transfer L.P.
+1.65%
+$124,590.86 
ACN Accenture plc Class A
+1.65%
+$4,327.68 
UNP Union Pacific Corporation
+1.65%
+$23,611.69 
WAL Western Alliance Bancorporation
+1.64%
+$8,175.6 
WFC Wells Fargo & Company
+1.61%
+$20,047.09 
BX Blackstone Inc.
+1.58%
+$9,597.75 
LIN Linde plc
+1.58%
+$4,438.99 
BAC Bank of America Corporation
+1.56%
+$12,129.44 
OKE ONEOK, Inc.
+1.56%
+$203,917.17 
VNOM Viper Energy Inc. Class A Common Stock
+1.56%
+$3,109.64 
DE Deere & Company
+1.55%
+$107,060.88 
GHC Graham Holdings Co.
+1.55%
+$31,267.96 
EXC Exelon Corporation
+1.54%
+$5,171.6 
BLK BlackRock, Inc.
+1.52%
+$3,469.5 
GLW Corning Incorporated
+1.5%
+$9,227.3 
COF Capital One Financial Corporation
+1.48%
+$17,509.26 
HTH Hilltop Holdings Inc.
+1.48%
+$5,200.16 
CAT Caterpillar Inc.
+1.44%
+$62,991.97 
KBE SPDR S&P Bank ETF
+1.44%
+$16,239.3 
MET MetLife Inc.
+1.44%
+$9,138.78 
MAR Marriott International Inc. - Class A
+1.42%
+$72,020.55 
COP ConocoPhillips
+1.4%
+$9,514.26 
ADI Analog Devices, Inc.
+1.37%
+$8,393.79 
XLF Financial Select Sector SPDR Fund
+1.37%
+$6,161.04 
NEE NextEra Energy, Inc.
+1.35%
+$9,710.6 
TXN Texas Instruments Inc
+1.35%
+$12,654.93 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$17,457.97 
ABBV AbbVie Inc.
+1.32%
+$159,200.64 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.3%
+$240,905.41 
C Citigroup Inc.
+1.27%
+$8,185.73 
OSBC Old Second Bancorp, Inc.
+1.26%
+$57,585.08 
APD Air Products and Chemicals, Inc.
+1.26%
+$11,763.5 
PSLV Sprott Physical Silver Trust
+1.22%
+$2,301 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$64,620.45 
IWN iShares Russell 2000 Value ETF
+1.17%
+$7,958.16 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$5,126.8 
AFL Aflac Inc.
+1.16%
+$4,361.85 
STXS Stereotaxis Inc.
+1.1%
+$530.36 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$4,674.21 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$2,890.29 
NSC Norfolk Southern Corporation
+1.09%
+$10,244.78 
BSM Black Stone Minerals, L.P.
+1.08%
+$45,000 
OHI Omega Healthcare Investors Inc.
+1.08%
+$2,374.05 
DOCU DocuSign Inc.
+1.08%
+$2,092.8 
JNJ Johnson & Johnson
+1.07%
+$30,116.78 
MPC Marathon Petroleum Corporation
+1.06%
+$2,908.49 
V Visa Inc. Class A
+1.05%
+$11,496.36 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$2,128.59 
ORLY O'Reilly Automotive Inc.
+1.02%
+$3,754.52 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$118,166.85 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$3,091.28 
KKR KKR & Co. Inc.
+0.99%
+$5,134.28 
IWD iShares Russell 1000 Value ETF
+0.98%
+$26,127.3 
VO Vanguard Mid-Cap ETF
+0.97%
+$7,419.69 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,265.1 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$15,942.98 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$6.83M 
DFAR Dimensional US Real Estate ETF
+0.95%
+$100,277 
ALL Allstate Corporation
+0.94%
+$23,403.55 
VTV Vanguard Value ETF
+0.94%
+$15,669.91 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$13,578 
ABEV Ambev S.A.
+0.93%
+$330 
RWR SPDR Dow Jones REIT ETF
+0.93%
+$4,233.6 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$6,096 
VNQ Vanguard Real Estate ETF
+0.92%
+$9,258.3 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$12,036.44 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$575,060.08 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$9,048.87 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$25,172.26 
IWM iShares Russell 2000 ETF
+0.87%
+$8,267.73 
IWC iShares Micro-Cap ETF
+0.87%
+$2,697.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$2,240.49 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$34,723.79 
PG Procter & Gamble Co
+0.86%
+$16,910.05 
FTNT Fortinet Inc.
+0.85%
+$4,325.13 
SDY SPDR S&P Dividend ETF
+0.83%
+$8,405 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$1.93M 
CNP CenterPoint Energy Inc.
+0.82%
+$24,500 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$3,923.19 
PCAR PACCAR Inc.
+0.8%
+$3,908.52 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$4.03M 
SO The Southern Company
+0.78%
+$4,563.96 
VDE Vanguard Energy ETF
+0.77%
+$1,509.07 
GE General Electric Company
+0.76%
+$15,986.63 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$2,223 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$6,202.38 
PSX Phillips 66
+0.76%
+$3,662.52 
CVX Chevron Corporation
+0.75%
+$20,231.26 
DLR Digital Realty Trust, Inc.
+0.74%
+$2,709.12 
SBUX Starbucks Corporation
+0.74%
+$11,007.85 
MO Altria Group, Inc.
+0.74%
+$7,139.63 
KMB Kimberly-Clark Corporation
+0.74%
+$5,611.5 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,869.91 
HD The Home Depot, Inc.
+0.73%
+$29,645.28 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$4,173.61 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$16,654.95 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$2,857.15 
MA Mastercard Incorporated
+0.71%
+$4,212.58 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$4,264.09 
PYPL PayPal Holdings Inc
+0.7%
+$1,543.09 
QQQI Neos NASDAQ-100 High Income ETF
+0.7%
+$2,167.62 
VB Vanguard Small-Cap ETF
+0.7%
+$3,353.66 
VGSR Vert Global Sustainable Real Estate ETF
+0.7%
+$105,996.72 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$13,603.89 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$1,911.52 
COST Costco Wholesale Corporation
+0.68%
+$23,289.95 
NFBK Northfield Bancorp Inc.
+0.68%
+$3,012 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$3,500.62 
MPLX MPLX LP
+0.67%
+$23,667.92 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$12.28M 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$3,881.22 
AVUS Avantis U.S. Equity ETF
+0.65%
+$25,210.9 
MS Morgan Stanley
+0.65%
+$17,888.85 
WMB The Williams Companies, Inc.
+0.64%
+$5,311.18 
DUK Duke Energy Corporation
+0.63%
+$3,584.88 
CEF Sprott Physical Gold and Silver Trust
+0.62%
+$4,131 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$1,486.29 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$1,711.5 
IYW iShares U.S. Technology ETF
+0.61%
+$2,302.86 
VTHR Vanguard Russell 3000 ETF
+0.61%
+$4,890.55 
AVDE Avantis International Equity ETF
+0.59%
+$4,588.21 
CMI Cummins Inc.
+0.59%
+$1,470.43 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$26,577.75 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$3,023.05 
AVIV Avantis International Large Cap Value ETF
+0.59%
+$1,840.46 
AVRE Avantis Real Estate ETF
+0.59%
+$9,211.72 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,998.2 
AEP American Electric Power Company, Inc.
+0.58%
+$1,436.25 
LCID Lucid Group, Inc.
+0.58%
+$669.15 
BTBT Bit Digital, Inc.
+0.58%
+$1,000 
VGT Vanguard Information Technology ETF
+0.58%
+$8,243.68 
DFIV Dimensional International Value ETF
+0.58%
+$120,554.24 
DFAW Dimensional World Equity ETF
+0.57%
+$1,447.13 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$12,000.56 
DFIS Dimensional International Small Cap ETF
+0.57%
+$8,995.03 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$118,691.02 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$1,635.14 
IVV iShares Core S&P 500 ETF
+0.55%
+$34,953.33 
VOO Vanguard S&P 500 ETF
+0.55%
+$46,005.61 
HON Honeywell International Inc.
+0.54%
+$2,708.44 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$62,814.41 
GOOGL Alphabet Inc
+0.53%
+$182,282.76 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$503,671.71 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$8,175 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$1,847.71 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$4,110.64 
DFSU Dimensional US Sustainability Core 1 ETF
+0.52%
+$107,899.92 
IWB iShares Russell 1000 ETF
+0.52%
+$14,112.73 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.51%
+$94,014.31 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
+0.5%
+$2,039.5 
CHD Church & Dwight Co., Inc.
+0.49%
+$1,350.23 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$4,270.28 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$1,568.58 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$3,491.04 
LNG Cheniere Energy Inc.
+0.47%
+$1,280.22 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$3,642.83 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$8,667.2 
NET Cloudflare Inc.
+0.46%
+$1,505.92 
HSY The Hershey Company
+0.45%
+$2,778.98 
GOOG Alphabet Inc
+0.45%
+$175,881.6 
WMT Walmart Inc.
+0.45%
+$22,426.78 
VXF Vanguard Extended Market ETF
+0.44%
+$3,601.5 
PRSU Pursuit Attractions and Hospitality
+0.44%
+$1,849.47 
VT Vanguard Total World Stock ETF
+0.44%
+$2,355.49 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$6,624.18 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$1,286.41 
DFEV Dimensional Emerging Markets Value ETF
+0.42%
+$5,186.16 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$2.6M 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$1,831.68 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$5,467.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$158,324.55 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$6,498.08 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,665.08 
GD General Dynamics Corporation
+0.38%
+$1,407.61 
PEP PepsiCo, Inc.
+0.38%
+$2,673.54 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$11,347 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$2.46M 
DUHP Dimensional US High Profitability ETF
+0.37%
+$1.27M 
FBIO Fortress Biotech Inc.
+0.36%
+$100 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$15,135.36 
WEC WEC Energy Group Inc.
+0.33%
+$1,599.14 
AMGN Amgen Inc.
+0.32%
+$396,689.98 
AVES Avantis Emerging Markets Value ETF
+0.32%
+$3,065.16 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$36,929.48 
WM Waste Management, Inc.
+0.3%
+$750.43 
SCHF Schwab International Equity ETF
+0.29%
+$3,338 
XOM Exxon Mobil Corporation
+0.28%
+$11,680.87 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,441.58 
BP BP p.l.c. Sponsored ADR
+0.23%
+$704.3 
ADP Automatic Data Processing Inc.
+0.2%
+$1,462.59 
PHYS Sprott Physical Gold Trust
+0.19%
+$490.14 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,172.52 
TRV The Travelers Companies, Inc.
+0.18%
+$747.04 
VUG Vanguard Growth ETF
+0.18%
+$7,544.7 
DIHP Dimensional International High Profitability Portfolio
+0.17%
+$375,454.08 
NVDA NVIDIA Corporation
+0.16%
+$17,546.24 
PFE Pfizer Inc.
+0.15%
+$1,443.12 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$539.22 
CHMG Chemung Financial Corp.
+0.14%
+$674.3 
SHW The Sherwin-Williams Company
+0.13%
+$398.09 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$906.36 
BITO ProShares Bitcoin ETF
+0.12%
+$404.97 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$273.39 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$678 
KO The Coca-Cola Company
+0.11%
+$1,937.88 
MSFT Microsoft Corp.
+0.1%
+$19,139.52 
TRINZ Trinity Capital Inc. 7.875% Notes due 2029
+0.08%
+$800 
IAU iShares Gold Trust
+0.08%
+$1,112.1 
OUNZ VanEck Merk Gold Trust
+0.07%
+$4,803.69 
ENB Enbridge Inc.
+0.07%
+$179.56 
CB Chubb Limited
+0.06%
+$449.44 
GLD SPDR Gold Shares
+0.06%
+$444.4 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$180.48 
BIIB Biogen Inc.
+0.04%
+$170.09 
TJX The TJX Companies, Inc.
+0.04%
+$305.69 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$162.44 
HYD VanEck High Yield Muni ETF
+0.04%
+$25,470.84 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$150.93 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$2,186.08 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$1,439.85 
SHV iShares Short Treasury Bond ETF
+0.03%
+$1,231.98 
SCYB Schwab High Yield Bond ETF
+0.02%
+$98.63 
ORCL Oracle Corporation
+0.02%
+$283.5 
MCD McDonald's Corporation
+0.01%
+$373.65 
AVXL Anavex Life Sciences Corp.
0%
$0 
DGXX
0%
$0 
JQC Nuveen Credit Strategies Income Fund
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
MRCC Monroe Capital Corporation
0%
$0 
RMCOW American Acquisition Opportunity Inc.
0%
$0 
VG
0%
$0 
PSTV Plus Therapeutics Inc
-7.57%
-$164 
RCAT Red Cat Holdings, Inc.
-6.91%
-$9,130 
ADBE Adobe Inc.
-6.75%
-$35,398.09 
SSII SS Innovations International, Inc.
-4.82%
-$6,539.73 
RBRK Rubrik, Inc.
-4.56%
-$22,317.96 
BZAI Blaize Holdings Inc.
-4.54%
-$8,084.16 
TEM Tempus AI, Inc.
-3.57%
-$14,714.01 
CLOV Clover Health Investments, Corp.
-3.47%
-$4,100.06 
PROP Prairie Operating Co.
-3.34%
-$270 
AI C3.ai Inc.
-3.28%
-$4,266.47 
LLY Eli Lilly and Company
-2.41%
-$143,187.59 
PLTR Palantir Technologies Inc.
-2.36%
-$429,930.52 
MDAI Spectral AI Inc.
-2.15%
-$2,420.04 
SHOP Shopify Inc.
-2.02%
-$6,937.53 
ABT Abbott Laboratories
-1.64%
-$68,825.4 
MEDP Medpace Holdings Inc.
-1.63%
-$3,872.73 
PRME Prime Medicine Inc.
-1.6%
-$450 
AAPL Apple Inc.
-1.52%
-$1.16M 
LMT Lockheed Martin Corporation
-1.52%
-$34,193.13 
MU Micron Technology, Inc.
-1.43%
-$45,717.59 
MRK Merck & Co., Inc.
-1.42%
-$17,943 
LHX L3Harris Technologies, Inc.
-1.4%
-$2,719.98 
MELI MercadoLibre, Inc.
-1.27%
-$3,957.6 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$5,141.99 
AMZN Amazon.com Inc
-1.23%
-$160,197.62 
ODC Oil-Dri Corporation of America
-1.2%
-$14,582 
BA Boeing Company
-1.16%
-$7,724.51 
NFLX Netflix, Inc.
-1.14%
-$10,912.62 
IBM International Business Machines Corporation
-0.95%
-$12,760.39 
AVGO Broadcom Inc.
-0.91%
-$39,333.03 
SG Sweetgreen Inc.
-0.77%
-$770 
CSCO Cisco Systems, Inc.
-0.6%
-$8,502.33 
ETN Eaton Corporation plc
-0.57%
-$1,665 
SYY Sysco Corporation
-0.56%
-$16,586.1 
VHC VirnetX Holding Corp
-0.55%
-$1,212.47 
UPS United Parcel Service, Inc.
-0.51%
-$4,238.87 
MCK McKesson Corporation
-0.4%
-$1,758.41 
NOC Northrop Grumman Corporation
-0.4%
-$1,684.11 
DHR Danaher Corporation
-0.38%
-$1,853.29 
RTX RTX Corporation
-0.37%
-$2,573.16 
CRM Salesforce Inc
-0.34%
-$1,420.16 
CBOE Cboe Global Markets Inc.
-0.34%
-$14,366.73 
DIS The Walt Disney Company
-0.3%
-$2,779.49 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$705.89 
VGLT Vanguard Long-Term Treasury Fund
-0.27%
-$134,431.65 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$2.32M 
META Meta Platforms Inc Class A
-0.26%
-$32,812.28 
GILD Gilead Sciences Inc.
-0.22%
-$1,965.88 
BXSL Blackstone Secured Lending Fund
-0.21%
-$786.75 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,623.98 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$792.84 
MDT Medtronic plc
-0.16%
-$331.11 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$333.12 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$785.34 
LOW Lowe's Companies Inc.
-0.12%
-$443.34 
DFGP Dimensional Global Core Fixed Income Fund
-0.1%
-$359,719.97 
AWF AllianceBernstein Global High Income Fund Inc.
-0.1%
-$120.58 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$5,016.64 
EPD Enterprise Products Partners L.P.
-0.08%
-$1,267.08 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$52,794.28 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$570.34 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$219.03 
IBIT iShares Bitcoin Trust
-0.03%
-$156.95 
DFIP Dimensional Inflation-Protected Securities ETF
-0.02%
-$1,470.23 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$90.58 
MUB iShares National Muni Bond ETF
-0.01%
-$254.39 Events
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Dividends
Dividend Analysis
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| Trades 10359 | Longs Won 6001/10359 57% | Profit Factor 10.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.11M |
| Average Win $423,799.74 | Best Trade (Jun 14) $319.49M | Sharpe Ratio -3.66 |
| Average Loss -$53,985.6 | Worst Trade (Dec 31) -$64.97M | Z-Score -13.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 4d | Expectancy $222,796.9 |
| 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 | 142,857 | 128,571 | 114,286 | 100,000 | 85,714 | 71,429 | 57,143 | 42,857 | 28,571 | 14,286 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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