RJE
Raymond J. Eddings Portfolio
Invests via Missouri Trust & Investment Co. | Managed by Raymond J. Eddings, Sharon Jobe
Invests via Missouri Trust & Investment Co.
Managed by Raymond J. Eddings, Sharon Jobe
Automatically Tracked
Raymond J. Eddings Profile
Raymond J. Eddings has built a distinguished career in corporate finance, marked by his expertise in mergers and acquisitions as well as strategic investments. With extensive leadership experience across various industries, he has successfully guided companies through complex transactions, helping to enhance operational efficiencies and market competitiveness. His notable track record includes founding and leading investment initiatives that have not only yielded significant returns but also fostered innovation within organizations. Eddings is recognized for his ability to identify high-potential growth opportunities and integrate them into existing business structures, establishing long-term value creation in the capital markets.
Raymond J. Eddings has built a distinguished career in corporate finance, marked by his expertise in mergers and acquisitions as well as strategic investments. With extensive leadership experience across various industries, he has successfully guided companies through complex transactions, helping to enhance operational efficiencies and market competitiveness. His notable track record includes founding and leading investment initiatives that have not only yielded significant returns but also fostered innovation within organizations. Eddings is recognized for his ability to identify high-potential growth opportunities and integrate them into existing business structures, establishing long-term value creation in the capital markets.
Investment Philosophy & Strategy
Growth-oriented investment decisions characterize the approach taken by Raymond J. Eddings, driven by his extensive background in corporate finance and strategic transactions. His emphasis on recognizing transformative opportunities allows him to leverage synergies that enhance organizational capabilities while fostering innovation. By combining tactical acquisitions with a focus on operational efficiencies, he navigates dynamic markets effectively, positioning entities for sustained success. The ability to integrate diverse growth initiatives into cohesive business models underscores his commitment to long-term value creation across various sectors.
Growth-oriented investment decisions characterize the approach taken by Raymond J. Eddings, driven by his extensive background in corporate finance and strategic transactions. His emphasis on recognizing transformative opportunities allows him to leverage synergies that enhance organizational capabilities while fostering innovation. By combining tactical acquisitions with a focus on operational efficiencies, he navigates dynamic markets effectively, positioning entities for sustained success. The ability to integrate diverse growth initiatives into cohesive business models underscores his commitment to long-term value creation across various sectors.
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:
69.57%
Gain +0.22%
Monthly
0.96%
Yearly
12.15%
Drawdown
20.23%
$373.21M
Equity
Holdings
$373.21M
Investment
$267.48M
$109.58M
Profit +$362,043.26
Realized
$3.85M
Unrealized
$105.73M
Dividends
$16.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$362,043.26
Win %
70%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$2.21M
Win %
70%
This Month
Compared to last month
Gain
-0.03%
Profit
-$127,032.58
Win %
70%
This Year
Compared to last year
Gain
9.52%
Profit
$32.45M
Win %
71%
BABA Alibaba Group Holding Limited SP ADR
+4.8%
+$76,921.2 
U Unity Software Inc.
+4.48%
+$156 
TER Teradyne, Inc.
+4.35%
+$659.64 
MRVL Marvell Technology, Inc.
+4.27%
+$1,610 
RBLX Roblox Corporation
+4.26%
+$77 
PUBM PubMatic Inc.
+4.12%
+$15.75 
ASST Strive, Inc.
+4.01%
+$4.76 
GSHD Goosehead Insurance Inc.
+3.99%
+$25.98 
AMD Advanced Micro Devices, Inc.
+3.76%
+$10,070.99 
CHWY Chewy Inc.
+3.46%
+$72.5 
INTC Intel Corporation
+3.16%
+$13,200 
MU Micron Technology, Inc.
+2.95%
+$376.05 
KNSL Kinsale Capital Group Inc.
+2.5%
+$172.3 
PLTR Palantir Technologies Inc.
+2.44%
+$445.74 
ESTC Elastic N.V.
+2.29%
+$218.55 
AVGO Broadcom Inc.
+2.23%
+$29,464.72 
FVRR Fiverr International Ltd.
+2.18%
+$2.45 
OXY-WT Occidental Petroleum Corporation
+2.1%
+$39.33 
SHOP Shopify Inc.
+1.96%
+$120.75 
SNOW Snowflake Inc.
+1.93%
+$1,040 
VLO Valero Energy Corporation
+1.77%
+$2,580.3 
GEV GE Vernova Inc.
+1.73%
+$28,838.25 
GBTC Grayscale Bitcoin Trust ETF
+1.71%
+$85 
DOCN DigitalOcean Holdings Inc.
+1.7%
+$46.46 
PSX Phillips 66
+1.68%
+$2,599.03 
ARKB Ark 21Shares Bitcoin ETF
+1.67%
+$106.5 
BTC Grayscale Bitcoin Mini Trust ETF
+1.66%
+$9.4 
IBIT iShares Bitcoin Trust
+1.65%
+$1,500 
ISRG Intuitive Surgical, Inc.
+1.63%
+$9,871.87 
MSFT Microsoft Corp.
+1.6%
+$433,748.7 
VEEV Veeva Systems Inc.
+1.58%
+$27.81 
CRM Salesforce Inc
+1.57%
+$28,592.01 
ZS Zscaler Inc.
+1.56%
+$256.61 
NOC Northrop Grumman Corporation
+1.52%
+$79.3 
MKC McCormick & Company, Incorporated
+1.41%
+$769.42 
ICE Intercontinental Exchange, Inc.
+1.41%
+$7,781.5 
WMB The Williams Companies, Inc.
+1.4%
+$206 
COP ConocoPhillips
+1.39%
+$1,116.5 
EPD Enterprise Products Partners L.P.
+1.37%
+$1,951.95 
CVX Chevron Corporation
+1.33%
+$55,457.72 
ALL Allstate Corporation
+1.3%
+$1,485.25 
GOOG Alphabet Inc
+1.29%
+$9,387 
HAL Halliburton Company
+1.25%
+$16,559.4 
KMI Kinder Morgan, Inc.
+1.22%
+$142.2 
NOW ServiceNow, Inc.
+1.22%
+$138.6 
P Everpure Inc.
+1.2%
+$62.62 
ABT Abbott Laboratories
+1.2%
+$8,080.38 
QS QuantumScape Corp
+1.2%
+$6.3 
EOG EOG Resources, Inc.
+1.18%
+$231 
GOOGL Alphabet Inc
+1.17%
+$71,102.9 
AIQ Global X Artificial Intelligence & Technology ETF
+1.17%
+$479.5 
DLR Digital Realty Trust, Inc.
+1.16%
+$973.64 
LNG Cheniere Energy Inc.
+1.12%
+$118 
TMUS T-Mobile US, Inc.
+1.09%
+$147 
APPN Appian Corporation
+1.01%
+$27.82 
XLE Energy Select Sector SPDR Fund
+0.96%
+$2,034.63 
XOM Exxon Mobil Corporation
+0.95%
+$3,858.4 
DD DuPont de Nemours, Inc.
+0.94%
+$14,896.91 
IBM International Business Machines Corporation
+0.88%
+$8,642.36 
AMZN Amazon.com Inc
+0.8%
+$47,034.9 
TXN Texas Instruments Inc
+0.8%
+$901.74 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.8%
+$40.65 
ACN Accenture plc Class A
+0.79%
+$232.68 
DOCS Doximity Inc.
+0.79%
+$5.27 
DVN Devon Energy Corporation
+0.79%
+$34.5 
CI The Cigna Group
+0.77%
+$214.83 
IGM iShares Expanded Tech Sector ETF
+0.77%
+$472 
V Visa Inc. Class A
+0.74%
+$6,804.28 
KTOS Kratos Defense & Security Solutions, Inc.
+0.73%
+$18.43 
SCHW Charles Schwab Corporation
+0.71%
+$529.2 
MDT Medtronic plc
+0.67%
+$599.96 
RTX RTX Corporation
+0.67%
+$4,859.43 
T AT&T Inc.
+0.67%
+$652.5 
FCX Freeport-McMoRan Inc.
+0.65%
+$3,442.8 
XAR SPDR S&P Aerospace & Defense ETF
+0.61%
+$4,047.75 
INTU Intuit Inc.
+0.59%
+$17.2 
SLV iShares Silver Trust
+0.59%
+$240 
BP BP p.l.c. Sponsored ADR
+0.58%
+$245 
EEM iShares MSCI Emerging Markets ETF
+0.57%
+$3,621.6 
HON Honeywell International Inc.
+0.56%
+$9,478.41 
KHC The Kraft Heinz Company
+0.56%
+$43.5 
IYW iShares U.S. Technology ETF
+0.56%
+$1,001.25 
PAYX Paychex Inc.
+0.55%
+$401.25 
STZ Constellation Brands, Inc.
+0.54%
+$144 
PYPL PayPal Holdings Inc
+0.53%
+$8,664 
VSNT Versant Media Group, Inc.
+0.53%
+$1.33 
XLK State Street Technology Select Sector SPDR ETF
+0.52%
+$2,436.98 
CASY Casey's General Stores Inc.
+0.5%
+$8.56 
NVT nVent Electric plc
+0.5%
+$529.76 
TEL TE Connectivity plc
+0.5%
+$984.75 
GD General Dynamics Corporation
+0.49%
+$1,184.62 
JKHY Jack Henry & Associates, Inc.
+0.49%
+$634.5 
MA Mastercard Incorporated
+0.48%
+$8,408.34 
TDOC Teladoc Health Inc.
+0.48%
+$1.12 
VGT Vanguard Information Technology ETF
+0.47%
+$2,862 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.47%
+$47.3 
DUK Duke Energy Corporation
+0.46%
+$508.44 
ETN Eaton Corporation plc
+0.45%
+$2,119.5 
TJX The TJX Companies, Inc.
+0.44%
+$6,507.6 
OKE ONEOK, Inc.
+0.43%
+$207.6 
IEMG iShares Core MSCI Emerging Markets ETF
+0.42%
+$47,178.3 
MAA Mid-America Apartment Communities, Inc.
+0.42%
+$16.65 
NFG National Fuel Gas Company
+0.41%
+$134 
CEG Constellation Energy Corporation
+0.41%
+$216.32 
MCHP Microchip Technology Incorporated
+0.41%
+$49.5 
CME CME Group Inc.
+0.39%
+$288.06 
TM Toyota Motor Corporation
+0.39%
+$34.5 
OTIS Otis Worldwide Corporation
+0.37%
+$81.12 
CDNS Cadence Design Systems, Inc.
+0.37%
+$123.2 
QQQ Invesco QQQ Trust, Series 1
+0.36%
+$2,277.89 
NDAQ Nasdaq, Inc.
+0.36%
+$405.9 
CMCSA Comcast Corp
+0.36%
+$15.04 
NVDA NVIDIA Corporation
+0.34%
+$21,017.7 
MMM 3M Company
+0.33%
+$52 
ARKK ARK Innovation ETF Fund
+0.32%
+$10,507.2 
IWP iShares Russell Mid-Cap Growth ETF
+0.26%
+$139.87 
SYK Stryker Corporation
+0.24%
+$1,263.08 
IWF iShares Russell 1000 Growth ETF
+0.23%
+$520.8 
APD Air Products and Chemicals, Inc.
+0.23%
+$193.8 
VOX Vanguard Communication Services ETF
+0.21%
+$1,212.9 
LHX L3Harris Technologies, Inc.
+0.2%
+$55 
DLTR Dollar Tree, Inc.
+0.18%
+$51.06 
YUMC Yum China Holdings Inc.
+0.18%
+$6.57 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$1,279.62 
LMT Lockheed Martin Corporation
+0.14%
+$207.2 
TTE TotalEnergies SE
+0.14%
+$125.35 
VUG Vanguard Growth ETF
+0.12%
+$665.28 
XLC Communication Services Select Sector SPDR Fund
+0.12%
+$70.46 
IYZ iShares U.S. Telecommunications ETF
+0.09%
+$8.75 
BNY BlackRock New York Municipal Income Trust
+0.08%
+$17.55 
TCHP T. Rowe Price Blue Chip Growth ETF
+0.07%
+$52.5 
SMCI Super Micro Computer Inc
+0.06%
+$0.45 
KO The Coca-Cola Company
+0.06%
+$587.52 
KVUE Kenvue Inc.
+0.05%
+$5.62 
USB U.S. Bancorp
+0.05%
+$920.31 
CVS CVS Health Corporation
+0.05%
+$1,586.15 
BRK-B Berkshire Hathaway Inc.
+0.05%
+$671.85 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.03%
+$72 
QCOM QUALCOMM Incorporated
+0.02%
+$121.12 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.01%
+$175.16 
META Meta Platforms Inc Class A
+0.01%
+$307.79 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$3.73 
XLG Invesco S&P 500 Top 50 ETF
+0.01%
+$26.95 
PANW Palo Alto Networks, Inc.
0%
+$367.53 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LAC
0%
$0 
ROKU Roku, Inc.
0%
$0 
SEDG SolarEdge Technologies Inc.
-7.51%
-$72.27 
LAR Lithium Argentina AG
-7%
-$33.37 
DCBO Docebo Inc.
-6.08%
-$26.04 
GWH Ess Tech Inc.
-4.94%
-$27.66 
RKT Rocket Companies, Inc. Class A
-4.62%
-$78,486.65 
CMPS Compass Pathways plc Depositary Receipt
-4.09%
-$15.15 
UPS United Parcel Service, Inc.
-3.69%
-$1,022.25 
KKR KKR & Co. Inc.
-3.67%
-$1,187.2 
VMC Vulcan Materials Company
-3.07%
-$1,772 
TFC Truist Financial Corporation
-2.98%
-$1,336.51 
WDFC WD-40 Company
-2.87%
-$2,127 
GSK GSK plc Sponsored ADR
-2.84%
-$8,085 
ORCL Oracle Corporation
-2.83%
-$60,287.2 
BX Blackstone Inc.
-2.81%
-$61,591.56 
DRI Darden Restaurants, Inc.
-2.77%
-$4,207.5 
CRNC Cerence Inc.
-2.71%
-$7.94 
WD Walker & Dunlop Inc.
-2.6%
-$45.59 
TSLA Tesla, Inc.
-2.54%
-$116.04 
FAST Fastenal Co.
-2.51%
-$403.56 
GE General Electric Company
-2.5%
-$24,807.09 
AAPL Apple Inc.
-2.48%
-$1.11M 
EMR Emerson Electric Co.
-2.39%
-$22,424.54 
WY Weyerhaeuser Company
-2.39%
-$2,714.4 
LLY Eli Lilly and Company
-2.33%
-$33,113.39 
AZN AstraZeneca PLC American Depositary Shares
-2.32%
-$392 
NUE Nucor Corporation
-2.31%
-$929.9 
BN Brookfield Corporation
-2.3%
-$112.56 
UPST Upstart Holdings, Inc.
-2.24%
-$14.52 
FLGT Fulgent Genetics Inc.
-2.23%
-$13.95 
MS Morgan Stanley
-2.23%
-$17,118.75 
NFLX Netflix, Inc.
-2.2%
-$9,500 
LOB Live Oak Bancshares Inc.
-2.17%
-$14.72 
MRK Merck & Co., Inc.
-2.17%
-$11,964.6 
LW Lamb Weston Holdings, Inc.
-2.15%
-$435.17 
RY Royal Bank of Canada
-2.15%
-$943.5 
NVS Novartis AG Sponsored ADR
-2.1%
-$1,484.87 
HD The Home Depot, Inc.
-2.06%
-$16,873.86 
LOW Lowe's Companies Inc.
-2.04%
-$21,163.68 
EXPD Expeditors International of Washington, Inc.
-2.02%
-$2,830.5 
FDX FedEx Corporation
-1.98%
-$1,854 
GPC Genuine Parts Company
-1.96%
-$489 
DE Deere & Company
-1.95%
-$10,556.82 
SQ Block, Inc.
-1.94%
-$186.44 
AMT American Tower Corporation
-1.89%
-$35,091.72 
CAT Caterpillar Inc.
-1.88%
-$59,552.94 
BIIB Biogen Inc.
-1.87%
-$40,077.18 
SFNC Simmons First National Corporation
-1.81%
-$13,898.35 
KLAC KLA Corporation
-1.8%
-$652.8 
CCI Crown Castle Inc.
-1.8%
-$142.5 
BA Boeing Company
-1.8%
-$57,742.3 
UNP Union Pacific Corporation
-1.77%
-$7,673.58 
MFC Manulife Financial Corporation
-1.76%
-$344.25 
CARR Carrier Global Corporation
-1.76%
-$1,116.83 
CL Colgate-Palmolive Company
-1.72%
-$1,456 
WMT Walmart Inc.
-1.71%
-$41,418 
CTAS Cintas Corporation
-1.66%
-$54.4 
PLD Prologis Inc.
-1.65%
-$617.5 
ECL Ecolab Inc.
-1.62%
-$61.88 
ORLY O'Reilly Automotive Inc.
-1.61%
-$583,813.9 
PEP PepsiCo, Inc.
-1.61%
-$24,382.93 
RF Regions Financial Corporation
-1.6%
-$1,536.21 
JNJ Johnson & Johnson
-1.55%
-$19,962.6 
DIS The Walt Disney Company
-1.54%
-$25,572 
F Ford Motor Company
-1.51%
-$53.75 
PIPR Piper Sandler Companies
-1.5%
-$929.74 
DKS Dick's Sporting Goods, Inc.
-1.48%
-$642 
NSC Norfolk Southern Corporation
-1.42%
-$3,827.55 
WFC Wells Fargo & Company
-1.27%
-$3,560.88 
NKE Nike, Inc. - Class B
-1.23%
-$14,995.26 
MDLZ Mondelez International, Inc.
-1.22%
-$2,570.25 
KRE SPDR S&P Regional Banking ETF
-1.21%
-$1,595.62 
CEVA Ceva Inc.
-1.19%
-$31.55 
AME Ametek Inc.
-1.16%
-$137.5 
RUSHB Rush Enterprises, Inc.
-1.15%
-$174.78 
RIVN Rivian Automotive, Inc.
-1.15%
-$50 
D Dominion Energy, Inc.
-1.13%
-$342.13 
XBI SPDR S&P Biotech ETF
-1.12%
-$3,686.87 
PEGA Pegasystems Inc.
-1.12%
-$37.44 
NVO Novo Nordisk A/S Sponsored ADR
-1.11%
-$448 
SHEL Shell plc
-1.1%
-$273.6 
NEE NextEra Energy, Inc.
-1.09%
-$28,299.75 
BLK BlackRock, Inc.
-1.08%
-$2,809.08 
CSTL Castle Biosciences, Inc.
-1.08%
-$4.94 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$19,974.36 
IBB iShares Biotechnology ETF
-1.06%
-$161.2 
PINS Pinterest, Inc. Class A
-1.06%
-$8.6 
PFE Pfizer Inc.
-1.06%
-$17,395.4 
GS The Goldman Sachs Group, Inc.
-1.05%
-$8,485.81 
XLB Materials Select Sector SPDR Fund
-1.03%
-$1,460.16 
GIS General Mills, Inc.
-1.03%
-$429 
VAW Vanguard Materials ETF
-1%
-$125.72 
SPT Sprout Social, Inc. Class A Common Stock
-0.99%
-$1.36 
AEP American Electric Power Company, Inc.
-0.98%
-$351 
GILD Gilead Sciences Inc.
-0.98%
-$1,734.48 
PG Procter & Gamble Co
-0.98%
-$24,516.78 
IEV iShares Europe ETF
-0.96%
-$703.5 
EXC Exelon Corporation
-0.96%
-$280.35 
VHT Vanguard Health Care ETF
-0.96%
-$1,661.66 
BAC Bank of America Corporation
-0.95%
-$3,660.34 
IYH iShares U.S. Healthcare ETF
-0.94%
-$571.5 
PCAR PACCAR Inc.
-0.94%
-$413 
XLV Health Care Select Sector SPDR Fund
-0.91%
-$2,118.13 
AEE Ameren Corporation
-0.91%
-$303 
ETR Entergy Corporation
-0.9%
-$418.2 
ADBE Adobe Inc.
-0.9%
-$5,751 
O Realty Income Corporation
-0.9%
-$467.87 
COST Costco Wholesale Corporation
-0.88%
-$10,990.58 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.87%
-$594.96 
DHR Danaher Corporation
-0.86%
-$70 
TMO Thermo Fisher Scientific Inc.
-0.85%
-$163.98 
MET MetLife Inc.
-0.85%
-$240 
Q Qnity Electronics Inc.
-0.85%
-$29,089.32 
CGNX Cognex Corporation
-0.84%
-$43.2 
PH Parker-Hannifin Corporation
-0.84%
-$1,084.72 
TSCO Tractor Supply Company
-0.84%
-$958.8 
FIDU Fidelity MSCI Industrials Index ETF
-0.83%
-$238.5 
AXP American Express Company
-0.82%
-$4,896.86 
JPM JPMorgan Chase & Co.
-0.82%
-$54,678.42 
SBUX Starbucks Corporation
-0.81%
-$301 
IYC iShares U.S. Consumer Discretionary ETF
-0.81%
-$243 
TRV The Travelers Companies, Inc.
-0.81%
-$118.8 
CMI Cummins Inc.
-0.8%
-$6,255.72 
XLI Industrial Select Sector SPDR Fund
-0.79%
-$2,471.75 
EFG iShares MSCI EAFE Growth ETF
-0.75%
-$411.7 
CBSH Commerce Bancshares, Inc.
-0.74%
-$1,334.08 
ASML ASML Holding N.V. New York Registry Shares
-0.73%
-$89.53 
LAMR Lamar Advertising Company
-0.73%
-$1,640.2 
SO The Southern Company
-0.72%
-$324.3 
GM General Motors Company
-0.72%
-$110 
IYJ iShares U.S. Industrials ETF
-0.71%
-$466 
SPLV Invesco S&P 500 Low Volatility ETF
-0.71%
-$130.25 
EFA iShares MSCI EAFE ETF
-0.69%
-$8,370.5 
CLX The Clorox Company
-0.69%
-$399 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.68%
-$113,154.36 
UBER Uber Technologies, Inc.
-0.68%
-$458.15 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$422.4 
PRU Prudential Financial, Inc.
-0.66%
-$158 
AIG American International Group Inc.
-0.66%
-$2,332 
UNH UnitedHealth Group Incorporated
-0.65%
-$23,104.36 
XLU Utilities Select Sector SPDR Fund
-0.65%
-$219.48 
CNP CenterPoint Energy Inc.
-0.65%
-$294 
IYR iShares U.S. Real Estate ETF
-0.64%
-$61.2 
VIG Vanguard Dividend Appreciation ETF
-0.64%
-$5,822.15 
VNQ Vanguard Real Estate ETF
-0.63%
-$157.5 
MRSH Marsh & McLennan Companies, Inc.
-0.63%
-$3,556.8 
EVRG Evergy Inc.
-0.62%
-$120.91 
IDU iShares U.S. Utilities ETF
-0.61%
-$123.37 
BMY Bristol-Myers Squibb Company
-0.61%
-$381.1 
IUSV iShares Core S&P U.S. Value ETF
-0.61%
-$68 
XLP Consumer Staples Select Sector SPDR Fund
-0.6%
-$381.62 
SDY SPDR S&P Dividend ETF
-0.6%
-$3,607.5 
XHS SPDR S&P Health Care Services ETF
-0.6%
-$162 
DVY iShares Select Dividend ETF
-0.59%
-$1,166.4 
LMND Lemonade Inc.
-0.59%
-$18.17 
ABBV AbbVie Inc.
-0.58%
-$10,663.93 
ITA iShares U.S. Aerospace & Defense ETF
-0.58%
-$10,469.25 
EPR EPR Properties
-0.58%
-$27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.57%
-$4,850.4 
DGRO iShares Core Dividend Growth ETF
-0.56%
-$174 
IYK iShares U.S. Consumer Staples ETF
-0.56%
-$126 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.56%
-$47.34 
IYF iShares U.S. Financials ETF
-0.55%
-$762.2 
EXR Extra Space Storage Inc.
-0.55%
-$72.9 
IVE ISHARES S&P 500 VALUE ETF
-0.55%
-$1,546.02 
XLRE The Real Estate Select Sector SPDR Fund
-0.54%
-$79.87 
JCI Johnson Controls International plc
-0.53%
-$1,433.25 
MDY SPDR S&P MidCap 400 ETF Trust
-0.53%
-$3,059.76 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$17,862 
IJS iShares S&P Small-Cap 600 Value ETF
-0.52%
-$214.5 
DON WisdomTree U.S. MidCap Dividend Fund
-0.51%
-$302.37 
OPY Oppenheimer Holdings Inc.
-0.5%
-$1,045 
AFL Aflac Inc.
-0.5%
-$250 
AMGN Amgen Inc.
-0.5%
-$517.45 
SLB Schlumberger Limited
-0.48%
-$2,070 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.48%
-$190.12 
WPC W. P. Carey Inc.
-0.47%
-$408.6 
ATO Atmos Energy Corporation
-0.47%
-$672 
SCHD Schwab U.S. Dividend Equity ETF
-0.44%
-$7,016.84 
BBWI Bath & Body Works, Inc.
-0.43%
-$3,622.95 
IWD iShares Russell 1000 Value ETF
-0.43%
-$1,278 
GSBC Great Southern Bancorp Inc.
-0.42%
-$326.9 
IWS iShares Russell Mid-Cap Value ETF
-0.42%
-$3,276.93 
PNR Pentair plc
-0.42%
-$171.6 
IJR iShares Core S&P Small-Cap ETF
-0.41%
-$11,320.8 
XLF Financial Select Sector SPDR Fund
-0.41%
-$801.32 
YUM Yum! Brands, Inc.
-0.4%
-$319.41 
VB Vanguard Small-Cap ETF
-0.39%
-$1,511.09 
MCD McDonald's Corporation
-0.38%
-$2,234.84 
AMAT Applied Materials, Inc.
-0.38%
-$268.65 
VTV Vanguard Value ETF
-0.37%
-$312.66 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.37%
-$12,580.32 
RSP Invesco S&P 500 Equal Weight ETF
-0.36%
-$757.18 
INMD InMode Ltd.
-0.36%
-$1.43 
AHRT AMERICAN HEALTHCARE REIT INC
-0.35%
-$12.5 
BOC Boston Omaha Corporation
-0.35%
-$1.85 
VYM Vanguard High Dividend Yield ETF
-0.35%
-$311.36 
CTSH Cognizant Technology Solutions Corporation
-0.35%
-$134.85 
IXUS iShares Core International Stock ETF
-0.33%
-$348.75 
SR Spire Inc.
-0.33%
-$189 
SCHV Schwab U.S. Large-Cap Value ETF
-0.33%
-$715.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.32%
-$70.74 
CSCO Cisco Systems, Inc.
-0.32%
-$11,246.4 
GQRE FlexShares Global Quality Real Estate Index Fund
-0.32%
-$10,358.59 
IWM iShares Russell 2000 ETF
-0.32%
-$3,254.21 
UL Unilever PLC Sponsored American Depositary Receipt
-0.31%
-$173.16 
COF Capital One Financial Corporation
-0.3%
-$18.6 
VZ Verizon Communications Inc.
-0.3%
-$573.3 
LRGE ClearBridge Large Cap Growth ESG ETF
-0.29%
-$366 
SPG Simon Property Group, Inc.
-0.29%
-$330 
GEHC GE HealthCare Technologies Inc.
-0.28%
-$675 
PRF Invesco FTSE RAFI US 1000 ETF
-0.28%
-$116.25 
INVH Invitation Homes Inc.
-0.28%
-$8.5 
PHYS Sprott Physical Gold Trust
-0.28%
-$114.75 
XEL Xcel Energy Inc.
-0.28%
-$55 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$801.09 
SCHM Schwab U.S. Mid-Cap ETF
-0.27%
-$34,655.71 
IWO iShares Russell 2000 Growth ETF
-0.27%
-$30.15 
SPGI S&P Global Inc.
-0.26%
-$134.55 
CTVA Corteva Inc.
-0.25%
-$45.32 
PM Philip Morris International Inc.
-0.24%
-$1,144.45 
GLD SPDR Gold Shares
-0.24%
-$1,521.61 
IAU iShares Gold Trust
-0.23%
-$140 
COWZ Pacer US Cash Cows 100 ETF
-0.23%
-$129.15 
WM Waste Management, Inc.
-0.23%
-$24.3 
ADP Automatic Data Processing Inc.
-0.23%
-$155.25 
VT Vanguard Total World Stock ETF
-0.22%
-$34.01 
LIN Linde plc
-0.22%
-$1,333.12 
TIP iShares TIPS Bond ETF
-0.22%
-$21.62 
CRWD CrowdStrike Holdings, Inc.
-0.21%
-$51.6 
VO Vanguard Mid-Cap ETF
-0.21%
-$6,349.2 
KMB Kimberly-Clark Corporation
-0.19%
-$89.25 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.19%
-$134.2 
UGI UGI Corporation
-0.16%
-$216 
SCHB Schwab U.S. Broad Market ETF
-0.16%
-$2,954.03 
IWV ISHARES RUSSELL 3000 ETF
-0.15%
-$108.55 
TGT Target Corporation
-0.14%
-$317.65 
SCHA Schwab U.S. Small-Cap ETF
-0.13%
-$20,242.03 
FTC First Trust Large Cap Growth Fund
-0.13%
-$327.29 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.12%
-$20 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.12%
-$2,149.14 
SCHX Schwab U.S. Large-Cap ETF
-0.12%
-$5,612.98 
ADI Analog Devices, Inc.
-0.11%
-$82 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.11%
-$3,782.68 
IWB iShares Russell 1000 ETF
-0.11%
-$326.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$267.16 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$2,035.02 
IVV iShares Core S&P 500 ETF
-0.1%
-$87.91 
CPT Camden Property Trust
-0.1%
-$11 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.1%
-$10.62 
VOO Vanguard S&P 500 ETF
-0.1%
-$666.25 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.09%
-$2.4 
MO Altria Group, Inc.
-0.08%
-$126 
C Citigroup Inc.
-0.08%
-$32.5 
OEF iShares S&P 100 ETF
-0.06%
-$7.65 
CEF Sprott Physical Gold and Silver Trust
-0.05%
-$17.5 
IWL iShares Russell Top 200 ETF
-0.05%
-$16.65 
CB Chubb Limited
-0.05%
-$926.67 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$2,491.67 
FSLY Fastly, Inc.
-0.03%
-$1.56 
DAL Delta Air Lines, Inc.
-0.03%
-$15.05 
VBK Vanguard Small-Cap Growth ETF
-0.03%
-$5.13 
JNK SPDR Bloomberg High Yield Bond ETF
-0.03%
-$17.5 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
-0.02%
-$3.75 
LUV Southwest Airlines Co.
-0.01%
-$3.25 Events
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Dividends
Dividend Analysis
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| Trades 3360 | Longs Won 1862/3360 55% | Profit Factor 6.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $477,270.86 |
| Average Win $70,527.51 | Best Trade (Jul 19) $21.19M | Sharpe Ratio -12.02 |
| Average Loss -$14,514.22 | Worst Trade (Dec 30) -$659,773.89 | Z-Score 9.02 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 5d | Expectancy $32,613.07 |
| 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 | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
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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FAQ
Which stocks have generated the highest profits for Raymond J. Eddings?
The largest contributions to the portfolio's profits come from the following stocks: O'Reilly Automotive Inc - $4.91M, Apple Inc - $3.19M, iShares Core MSCI International Developed Markets ETF (IDEV) - $1.45M, SPDR Bloomberg Short Term High Yield Bond ETF - $1.33M, and Southern Missouri Bancorp Inc - $1.23M. 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: The Estée Lauder Companies Inc. Class A - $1.2M, Paramount Global - $709,481.2, Intel Corporation - $449,934.49, CVS Health Corporation - $369,073.63, and U.S. Bancorp - $363,735.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Raymond J. Eddings's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.19M earned over time. The largest contributors to dividend income include iShares Core MSCI International Developed Markets ETF (IDEV) - $1.43M, SPDR Bloomberg Short Term High Yield Bond ETF - $1.35M, iShares Core MSCI Emerging Markets ETF - $719,242.48, Microsoft Corp - $645,965.42, and Southern Missouri Bancorp Inc - $497,011.79. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Raymond J. Eddings's monthly returns?
Raymond J. Eddings'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 Raymond J. Eddings's strategy be considered aggressive or moderate?
Raymond J. Eddings'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 Raymond J. Eddings's strategy?
Raymond J. Eddings's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
