DONNALEE GUERIN Portfolio
Invests via FOSTER DYKEMA CABOT & PARTNERS, LLC | Managed by Jeffrey McGrew, Vikram Soorma, F. Peter Fisher
Invests via FOSTER DYKEMA CABOT & PARTNERS, LLC
Managed by Jeffrey McGrew, Vikram Soorma, F. Peter Fisher
Automatically Tracked
DONNALEE GUERIN Profile
Seasoned investor and operator focused on private equity and real estate capital strategies. DONNALEE GUERIN is a senior executive with experience sourcing deals, structuring transactions and managing portfolio companies across asset-heavy sectors. Known for blending operational oversight with capital markets discipline, she has advised on growth financings, restructurings and exits. Market-facing skills include investor relations, due diligence and cross-border transaction execution.
Seasoned investor and operator focused on private equity and real estate capital strategies. DONNALEE GUERIN is a senior executive with experience sourcing deals, structuring transactions and managing portfolio companies across asset-heavy sectors. Known for blending operational oversight with capital markets discipline, she has advised on growth financings, restructurings and exits. Market-facing skills include investor relations, due diligence and cross-border transaction execution.
Investment Philosophy & Strategy
Combines operationally driven private equity and real estate investing with disciplined capital-structure engineering to unlock value in asset-heavy sectors. Prioritizes control or influential minority positions where hands-on governance, operational turnaround, and growth-capital deployment accelerate cash flow improvement and multiple expansion. Underwrites deals with scenario-based downside protection, liquidity pathway planning and staged financing. Time horizon is medium-to-long term with active portfolio management, regular KPI-driven interventions, and exit preparation via strategic sale, refinancing or public-market pathways. Cross-border execution and investor-relations discipline support complex transactions.
Combines operationally driven private equity and real estate investing with disciplined capital-structure engineering to unlock value in asset-heavy sectors. Prioritizes control or influential minority positions where hands-on governance, operational turnaround, and growth-capital deployment accelerate cash flow improvement and multiple expansion. Underwrites deals with scenario-based downside protection, liquidity pathway planning and staged financing. Time horizon is medium-to-long term with active portfolio management, regular KPI-driven interventions, and exit preparation via strategic sale, refinancing or public-market pathways. Cross-border execution and investor-relations discipline support complex transactions.
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:
2.95%
Gain
Monthly
0.1%
Yearly
1.15%
Drawdown
32.45%
$1.73B
Equity
Holdings
$1.73B
Investment
$1.28B
$478.7M
Profit -$5.6M
Realized
$27.2M
Unrealized
$451.5M
Dividends
$58.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$5.6M
Win %
73%
This Week
Compared To Last Week
Gain
0.33%
Profit
$5.7M
Win %
73%
This Month
Compared to last month
Gain
0.48%
Profit
$8.32M
Win %
73%
This Year
Compared to last year
Gain
10.35%
Profit
$162.51M
Win %
72%
ABT Abbott Laboratories
+10.93%
+$56,881.4 
CTAS Cintas Corporation
+7.05%
+$2.06M 
DG Dollar General Corporation
+5%
+$36.42 
BAX Baxter International Inc.
+4.76%
+$1,468.56 
KNSL Kinsale Capital Group Inc.
+4.7%
+$14,169.44 
ACN Accenture plc Class A
+4.62%
+$17,432.85 
GIS General Mills, Inc.
+4.5%
+$3,634.75 
PODD Insulet Corporation
+4.23%
+$80.82 
WM Waste Management, Inc.
+4.22%
+$1.26M 
EMBC Embecta Corp.
+4.19%
+$2.56 
MRK Merck & Co., Inc.
+4.17%
+$44,510.16 
BSX Boston Scientific Corporation
+4.17%
+$718 
PAYX Paychex Inc.
+4.07%
+$1,948.8 
SYK Stryker Corporation
+3.94%
+$873.6 
MDLZ Mondelez International, Inc.
+3.87%
+$4,224.39 
ZTS Zoetis Inc.
+3.85%
+$14,464.3 
ROP Roper Technologies Inc.
+3.61%
+$565.95 
ADP Automatic Data Processing Inc.
+3.6%
+$27,830.4 
CRM Salesforce Inc
+3.59%
+$1,998 
SOLV Solventum Corporation
+3.51%
+$459.25 
RSG Republic Services, Inc.
+3.5%
+$1,011.47 
UNP Union Pacific Corporation
+3.49%
+$27,964.36 
IDXX IDEXX Laboratories, Inc.
+3.47%
+$17,282.48 
OZK Bank OZK
+3.46%
+$605.79 
ORLY O'Reilly Automotive Inc.
+3.46%
+$6,123.4 
ABBV AbbVie Inc.
+3.44%
+$32,560.97 
FIS Fidelity National Information Services, Inc.
+3.44%
+$849 
ITW Illinois Tool Works Inc.
+3.4%
+$2,285.32 
PLD Prologis Inc.
+3.39%
+$39,604.14 
PM Philip Morris International Inc.
+3.33%
+$20,383.72 
LCID Lucid Group, Inc.
+3.28%
+$8.38 
MO Altria Group, Inc.
+3.26%
+$8,050 
T AT&T Inc.
+3.22%
+$641.24 
ZBH Zimmer Biomet Holdings, Inc.
+3.18%
+$1,217.62 
AMGN Amgen Inc.
+3.13%
+$4,712.4 
IBM International Business Machines Corporation
+3.1%
+$12,991.22 
VLTO Veralto Corporation
+3.1%
+$73.32 
KR Kroger Co.
+3.09%
+$68.25 
OTIS Otis Worldwide Corporation
+3.04%
+$2,998.37 
NSC Norfolk Southern Corporation
+3.04%
+$877.37 
MRSH Marsh & McLennan Companies, Inc.
+2.89%
+$7,155.3 
CL Colgate-Palmolive Company
+2.89%
+$8,448 
SBUX Starbucks Corporation
+2.86%
+$3,047.07 
SAP SAP SE Sponsored ADR
+2.84%
+$797.4 
CMCSA Comcast Corp
+2.83%
+$91 
SHOP Shopify Inc.
+2.76%
+$818.18 
HSY The Hershey Company
+2.75%
+$2,265.27 
KO The Coca-Cola Company
+2.69%
+$26,731.02 
GILD Gilead Sciences Inc.
+2.67%
+$136.89 
COST Costco Wholesale Corporation
+2.6%
+$1.07M 
WSM Williams-Sonoma, Inc.
+2.59%
+$705.16 
VNT Vontier Corporation
+2.58%
+$13.01 
PEP PepsiCo, Inc.
+2.57%
+$29,873.42 
EPAM Epam Systems Inc.
+2.55%
+$10.97 
PSX Phillips 66
+2.55%
+$5,866.71 
ISRG Intuitive Surgical, Inc.
+2.54%
+$1,453.83 
BDX Becton, Dickinson and Company
+2.54%
+$357.63 
INDB Independent Bank Corp.
+2.54%
+$177,264.72 
CSX CSX Corporation
+2.53%
+$1,250.2 
WMT Walmart Inc.
+2.49%
+$44,346.4 
PGC Peapack-Gladstone Financial Corporation
+2.48%
+$1,420.45 
BMY Bristol-Myers Squibb Company
+2.44%
+$1,927.64 
SPGI S&P Global Inc.
+2.4%
+$30,505.5 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.39%
+$462.82 
TJX The TJX Companies, Inc.
+2.38%
+$19,342.92 
MA Mastercard Incorporated
+2.37%
+$355.88 
MCD McDonald's Corporation
+2.31%
+$26,010 
FTV Fortive Corporation
+2.25%
+$57.33 
KMB Kimberly-Clark Corporation
+2.25%
+$419.84 
XYL Xylem Inc.
+2.24%
+$2,741.35 
LH Labcorp Holdings Inc.
+2.12%
+$731.52 
CPK Chesapeake Utilities Corporation
+2.12%
+$483 
NVO Novo Nordisk A/S Sponsored ADR
+2.12%
+$4,840.56 
GEHC GE HealthCare Technologies Inc.
+2.1%
+$383.04 
CDW CDW Corporation
+2.07%
+$249.34 
CHE Chemed Corporation
+2.05%
+$272.3 
LOW Lowe's Companies Inc.
+2.04%
+$4,535.77 
VRTX Vertex Pharmaceuticals Incorporated
+2%
+$550,179.84 
REGN Regeneron Pharmaceuticals, Inc.
+1.98%
+$39.36 
MNST Monster Beverage Corporation
+1.95%
+$53.19 
V Visa Inc. Class A
+1.94%
+$31,088.7 
AGO Assured Guaranty Ltd.
+1.85%
+$200.43 
MTB M&T Bank Corporation
+1.85%
+$5,014 
DIS The Walt Disney Company
+1.84%
+$9,378.39 
PG Procter & Gamble Co
+1.82%
+$72,167.59 
MSFT Microsoft Corp.
+1.78%
+$800,906.81 
VNQ Vanguard Real Estate ETF
+1.77%
+$100.33 
SDY SPDR S&P Dividend ETF
+1.77%
+$307.23 
LLY Eli Lilly and Company
+1.73%
+$560,056.35 
CB Chubb Limited
+1.66%
+$8,841.34 
FISV Fiserv, Inc.
+1.59%
+$160 
NVS Novartis AG Sponsored ADR
+1.56%
+$2,570.9 
VSNT Versant Media Group, Inc.
+1.55%
+$2.79 
URI United Rentals, Inc.
+1.54%
+$627.9 
HSIC Henry Schein, Inc.
+1.53%
+$2,185.39 
RMD ResMed Inc.
+1.5%
+$370.14 
DOV Dover Corporation
+1.49%
+$3,389.72 
FAST Fastenal Co.
+1.41%
+$111.36 
RWO SPDR Dow Jones Global Real Estate ETF
+1.4%
+$37.37 
CVS CVS Health Corporation
+1.39%
+$92.92 
DFAT Dimensional US Targeted Value ETF
+1.36%
+$932.08 
JNJ Johnson & Johnson
+1.34%
+$17,004.9 
PFE Pfizer Inc.
+1.29%
+$1,641.09 
IJS iShares S&P Small-Cap 600 Value ETF
+1.29%
+$45.63 
ED Consolidated Edison, Inc.
+1.28%
+$2,314.94 
HIG The Hartford Insurance Group, Inc.
+1.28%
+$258 
HAS Hasbro Inc.
+1.27%
+$7.14 
CVX Chevron Corporation
+1.26%
+$1,566.36 
AAPL Apple Inc.
+1.25%
+$387,720.96 
ICE Intercontinental Exchange, Inc.
+1.22%
+$324.9 
SHW The Sherwin-Williams Company
+1.1%
+$475.8 
UBER Uber Technologies, Inc.
+1.1%
+$27.2 
ES Eversource Energy
+1.1%
+$1,062.72 
AZN AstraZeneca PLC American Depositary Shares
+1.09%
+$1,508.8 
HD The Home Depot, Inc.
+1.09%
+$3,583.45 
DHR Danaher Corporation
+1.07%
+$4,721.6 
CARR Carrier Global Corporation
+1.04%
+$1,647.36 
SO The Southern Company
+1.02%
+$2,079.57 
XOM Exxon Mobil Corporation
+1.01%
+$8,269.92 
MTD Mettler-Toledo International Inc.
+0.97%
+$307.92 
WAB Wabtec Corporation
+0.95%
+$56.58 
S SentinelOne Inc.
+0.94%
+$556.29 
ECL Ecolab Inc.
+0.94%
+$3,385.82 
XLE Energy Select Sector SPDR Fund
+0.92%
+$60.32 
USMV iShares MSCI USA Min Vol Factor ETF
+0.89%
+$29.75 
XEL Xcel Energy Inc.
+0.83%
+$705.54 
COP ConocoPhillips
+0.82%
+$1,198.76 
BBY Best Buy Co., Inc.
+0.79%
+$692.78 
AEE Ameren Corporation
+0.77%
+$418.82 
SSTI SoundThinking Inc.
+0.75%
+$718.62 
IWD iShares Russell 1000 Value ETF
+0.72%
+$17,053.95 
FDX FedEx Corporation
+0.66%
+$138.35 
IVE ISHARES S&P 500 VALUE ETF
+0.66%
+$775.68 
D Dominion Energy, Inc.
+0.63%
+$247.5 
EMR Emerson Electric Co.
+0.63%
+$1,442.38 
KKR KKR & Co. Inc.
+0.62%
+$126 
LDOS Leidos Holdings Inc.
+0.62%
+$12.06 
IJR iShares Core S&P Small-Cap ETF
+0.61%
+$2,285.8 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.61%
+$213.37 
GD General Dynamics Corporation
+0.52%
+$1,064.74 
DTE DTE Energy Company
+0.5%
+$183.75 
SHEL Shell plc
+0.5%
+$977.34 
LIN Linde plc
+0.48%
+$498.37 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$1,035.84 
NFLX Netflix, Inc.
+0.45%
+$1,830.87 
HDB HDFC Bank Limited ADR
+0.42%
+$60.94 
TMO Thermo Fisher Scientific Inc.
+0.42%
+$101,256.24 
DFAS Dimensional U.S. Small Cap ETF
+0.38%
+$284.58 
TRGP Targa Resources Corp.
+0.38%
+$78.44 
WAT Waters Corporation
+0.37%
+$492.8 
EL The Estée Lauder Companies Inc. Class A
+0.37%
+$5.49 
WFC Wells Fargo & Company
+0.33%
+$210.54 
NI NiSource Inc.
+0.33%
+$75 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$88,323.02 
AEP American Electric Power Company, Inc.
+0.32%
+$10.53 
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$13.8 
BX Blackstone Inc.
+0.28%
+$299.6 
MMM 3M Company
+0.26%
+$281.4 
HON Honeywell International Inc.
+0.26%
+$227.65 
LMT Lockheed Martin Corporation
+0.26%
+$1,909.5 
AXP American Express Company
+0.26%
+$104,647.94 
VTV Vanguard Value ETF
+0.26%
+$946.38 
PRF Invesco FTSE RAFI US 1000 ETF
+0.25%
+$25.65 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.24%
+$1,043.28 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$30.34 
GOOG Alphabet Inc
+0.22%
+$24,960.95 
AMP Ameriprise Financial, Inc.
+0.19%
+$18.71 
LPLA LPL Financial Holdings Inc.
+0.18%
+$7.32 
GOOGL Alphabet Inc
+0.17%
+$104,027.73 
MDY SPDR S&P MidCap 400 ETF Trust
+0.17%
+$88.16 
IJH iShares Core S&P Mid-Cap ETF
+0.15%
+$388.93 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.15%
+$60.48 
DVN Devon Energy Corporation
+0.14%
+$15 
IWR iShares Russell Mid-Cap ETF
+0.13%
+$798.8 
BKNG Booking Holdings Inc.
+0.11%
+$35 
ROK Rockwell Automation, Inc.
+0.1%
+$30.72 
SRE Sempra
+0.09%
+$139.06 
APO Apollo Global Management, Inc.
+0.05%
+$2.16 
DFUV Dimensional US Marketwide Value ETF
+0.04%
+$48.58 
VB Vanguard Small-Cap ETF
+0.02%
+$90.65 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$62.5 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$41,547.24 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$47,590.95 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.01%
+$7.11 
NEE NextEra Energy, Inc.
+0.01%
+$12.41 
PLTR Palantir Technologies Inc.
0%
+$0.17 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STX Seagate Technology Holdings plc
-10.34%
-$513.63 
TMC TMC the metals company Inc.
-8.19%
-$8,551.47 
INTC Intel Corporation
-7.06%
-$43,998.04 
SEDG SolarEdge Technologies Inc.
-6.79%
-$6,497.64 
AMD Advanced Micro Devices, Inc.
-6.78%
-$6,783.21 
MU Micron Technology, Inc.
-6.55%
-$2,785.22 
EQX Equinox Gold Corp.
-6.42%
-$12,193.2 
TER Teradyne, Inc.
-6.4%
-$109.55 
GE General Electric Company
-6.35%
-$32,023.11 
MRNA Moderna, Inc.
-6.06%
-$41.37 
FLEX Flex Ltd.
-5.94%
-$1,384.65 
CRSP Crispr Therapeutics AG
-5.83%
-$29.95 
LRCX Lam Research Corporation
-5.78%
-$97 
ALB Albemarle Corporation
-5.56%
-$48.51 
FCX Freeport-McMoRan Inc.
-5.53%
-$80.88 
MS Morgan Stanley
-5.46%
-$80,847.77 
GS The Goldman Sachs Group, Inc.
-5.09%
-$2.22M 
FSLR First Solar, Inc.
-5.02%
-$1,686 
ORCL Oracle Corporation
-4.95%
-$18,282.72 
FIX Comfort Systems USA, Inc.
-4.85%
-$2,274.75 
NRG NRG Energy, Inc.
-4.67%
-$135.13 
KRBN KraneShares Global Carbon Strategy ETF
-4.62%
-$16,649.98 
AVGO Broadcom Inc.
-4.61%
-$1.37M 
CAT Caterpillar Inc.
-4.47%
-$57,960.75 
NEM Newmont Corporation
-4.39%
-$953.04 
ETN Eaton Corporation plc
-4.38%
-$1.65M 
NVT nVent Electric plc
-4.33%
-$1,145.4 
QCOM QUALCOMM Incorporated
-4.14%
-$16,306.09 
TXN Texas Instruments Inc
-3.93%
-$11,706.75 
CI The Cigna Group
-3.73%
-$344.1 
CMI Cummins Inc.
-3.62%
-$11,999.31 
GEV GE Vernova Inc.
-3.56%
-$13,129.39 
SLV iShares Silver Trust
-3.56%
-$2,326.86 
AMAT Applied Materials, Inc.
-3.49%
-$6,475.2 
SOLS Sollensys Corp
-3.49%
-$53.27 
PWR Quanta Services Inc.
-3.49%
-$2.27M 
ARKK ARK Innovation ETF Fund
-3.43%
-$666.12 
MTUM iShares MSCI USA Momentum Factor ETF
-3.36%
-$851.31 
PSLV Sprott Physical Silver Trust
-3.35%
-$19,294.4 
CHPT ChargePoint Holdings, Inc.
-3.25%
-$1.71 
ADI Analog Devices, Inc.
-3.19%
-$12,417.64 
CSCO Cisco Systems, Inc.
-2.89%
-$44,664.44 
KLAC KLA Corporation
-2.77%
-$5,344.9 
NVDA NVIDIA Corporation
-2.73%
-$1.1M 
XLK State Street Technology Select Sector SPDR ETF
-2.65%
-$261,012.64 
C Citigroup Inc.
-2.53%
-$341 
APH Amphenol Corporation
-2.38%
-$1.88M 
MOS Mosaic Company
-2.32%
-$401.25 
NTRS Northern Trust Corporation
-2.2%
-$7,147.86 
STT State Street Corp
-2.2%
-$1,223.29 
HII Huntington Ingalls Industries Inc.
-2.14%
-$17.8 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-2.04%
-$1,018.64 
DLR Digital Realty Trust, Inc.
-1.96%
-$2,018.25 
RAL Ralliant Corporation
-1.93%
-$18.2 
META Meta Platforms Inc Class A
-1.85%
-$831.27 
GLD SPDR Gold Shares
-1.85%
-$4,685.28 
EBAY eBay Inc.
-1.81%
-$44.96 
IAU iShares Gold Trust
-1.8%
-$1,505.63 
TTE TotalEnergies SE
-1.77%
-$599.24 
PHYS Sprott Physical Gold Trust
-1.75%
-$31,074.94 
IWF iShares Russell 1000 Growth ETF
-1.64%
-$86,237.84 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$18,088 
IBIT iShares Bitcoin Trust
-1.49%
-$579.15 
TSLA Tesla, Inc.
-1.41%
-$7,772.87 
RTX RTX Corporation
-1.4%
-$11,706.79 
CRWD CrowdStrike Holdings, Inc.
-1.39%
-$1,067.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.29%
-$12,918.61 
SPEM SPDR Portfolio Emerging Markets ETF
-1.29%
-$130.34 
IUSG iShares Core S&P U.S. Growth ETF
-1.28%
-$512.9 
SAN Banco Santander S.A. Sponsored ADR
-1.27%
-$888.3 
SLB Schlumberger Limited
-1.26%
-$67.8 
VWO Vanguard FTSE Emerging Markets ETF
-1.26%
-$1,727.25 
RCL Royal Caribbean Group
-1.25%
-$379.6 
TD The Toronto-Dominion Bank
-1.22%
-$1,419.68 
TEL TE Connectivity plc
-1.22%
-$7,925.75 
RJF Raymond James Financial Inc.
-1.21%
-$1,027.5 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.19%
-$2.05 
TT Trane Technologies plc
-1.19%
-$1,369.47 
ASML ASML Holding N.V. New York Registry Shares
-1.18%
-$1,452.32 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$17,297.07 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$7,933.68 
GM General Motors Company
-1.08%
-$27.72 
EFG iShares MSCI EAFE Growth ETF
-1.08%
-$110.88 
VUG Vanguard Growth ETF
-1.03%
-$7,506 
LHX L3Harris Technologies, Inc.
-1%
-$8.64 
JPM JPMorgan Chase & Co.
-0.99%
-$406,363.45 
WBD Warner Bros. Discovery, Inc.
-0.95%
-$13.26 
HAL Halliburton Company
-0.95%
-$61.98 
BLK BlackRock, Inc.
-0.94%
-$9,100.73 
CCL Carnival Corporation Ltd.
-0.92%
-$13.96 
HUBB Hubbell Inc.
-0.9%
-$120.4 
DXJ WisdomTree Japan Hedged Equity Fund
-0.89%
-$315 
EFA iShares MSCI EAFE ETF
-0.84%
-$205.92 
IRM Iron Mountain Inc.
-0.82%
-$122.2 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$206,723.53 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.77%
-$1,579.2 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.73%
-$2,268.77 
PEG Public Service Enterprise Group Incorporated
-0.73%
-$302.76 
EQNR Equinor ASA Sponsored ADR
-0.71%
-$499.8 
VT Vanguard Total World Stock ETF
-0.67%
-$2,286.42 
ESGU iShares ESG Aware MSCI USA ETF
-0.57%
-$1,653 
DFUS Dimensional U.S. Equity Market ETF
-0.52%
-$3,400.44 
SCHW Charles Schwab Corporation
-0.5%
-$8.24 
EFV iShares MSCI EAFE Value ETF
-0.48%
-$71.44 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.48%
-$8,996.82 
VOO Vanguard S&P 500 ETF
-0.47%
-$26,227.52 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$1.46M 
IVV iShares Core S&P 500 ETF
-0.46%
-$14,755.33 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.46%
-$543.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$88,261.8 
F Ford Motor Company
-0.42%
-$17.46 
SUSA iShares MSCI USA ESG Select ETF
-0.42%
-$650 
IWB iShares Russell 1000 ETF
-0.4%
-$104.64 
VGK Vanguard FTSE Europe ETF
-0.38%
-$571.51 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.33%
-$20,670.35 
WSO Watsco Inc.
-0.31%
-$971.99 
A Agilent Technologies Inc.
-0.29%
-$508.21 
IWM iShares Russell 2000 ETF
-0.27%
-$1,394.94 
BAC Bank of America Corporation
-0.25%
-$48.83 
VOX Vanguard Communication Services ETF
-0.23%
-$80.96 
VO Vanguard Mid-Cap ETF
-0.2%
-$1,633.92 
PANW Palo Alto Networks, Inc.
-0.15%
-$32.1 
AMZN Amazon.com Inc
-0.14%
-$85,116.8 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.12%
-$4.64 
XLF Financial Select Sector SPDR Fund
-0.12%
-$52.52 
MELI MercadoLibre, Inc.
-0.11%
-$92.25 
MAR Marriott International Inc. - Class A
-0.1%
-$508.7 
NOC Northrop Grumman Corporation
-0.08%
-$18,967.55 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$4.49 
SCHP Schwab U.S. TIPS ETF
-0.06%
-$31.08 
IEI iShares 3-7 Year Treasury Bond ETF
-0.06%
-$3.71 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.05%
-$8.85 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$0.03 
CME CME Group Inc.
-0.04%
-$13.65 
VPU Vanguard Utilities ETF
-0.03%
-$3 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$56 Events
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Dividends
Dividend Analysis
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| Trades 1950 | Longs Won 1138/1950 58% | Profit Factor 26.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.15M |
| Average Win $437,173.24 | Best Trade (Jul 15) $113.41M | Sharpe Ratio -14.43 |
| Average Loss -$23,153.36 | Worst Trade (Dec 31) -$4.62M | Z-Score 1.29 (80.41%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 2d | Expectancy $245,488.52 |
| 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 | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
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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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