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🤖 Quant Trading Models — Simulation
Model A — Carlos Portfolio
$124,662
+2.40% since rebuild (Apr 27)
Positions15L / 0S
Cash$6.22
StrategyMulti-factor momentum
RebalanceDaily @ 4:45 PM ET
Top 10 Holdings
| Ticker | Company | Shares | Avg Cost | Price | 1D% | YTD% | P&L |
|---|
| XOM |
Exxon Mobil |
241 |
$165.43 |
$170.20 |
+2.88% |
+42.38% |
+$1,150 |
| SU |
Suncor Energy |
615 |
$64.98 |
$66.34 |
+2.09% |
+50.71% |
+$836 |
| CVX |
Chevron |
192 |
$207.79 |
$211.50 |
+1.79% |
+40.13% |
+$712 |
| LNG |
Cheniere Energy |
137 |
$291.40 |
$296.19 |
+1.64% |
+52.77% |
+$656 |
| AEP |
American Electric Power |
310 |
$128.85 |
$130.85 |
+1.55% |
+14.37% |
+$620 |
| VG |
Venture Global |
2,378 |
$16.82 |
$17.02 |
+1.22% |
+149.98% |
+$476 |
| CF |
CF Industries Holdings |
301 |
$132.56 |
$134.31 |
+1.32% |
+74.59% |
+$527 |
| EOG |
EOG Resources |
271 |
$147.49 |
$148.99 |
+1.02% |
+43.23% |
+$406 |
| JNJ |
Johnson & Johnson |
167 |
$239.24 |
$241.62 |
+0.99% |
+17.37% |
+$397 |
| DUK |
Duke Energy |
309 |
$129.38 |
$130.39 |
+0.78% |
+12.19% |
+$312 |
All Holdings (24)
| Ticker | Company | Shares | Avg Cost | Price | 1D% | YTD% | P&L |
|---|
| XOM |
Exxon Mobil |
241 |
$165.43 |
$170.20 |
+2.88% |
+42.38% |
+$1,150 |
| SU |
Suncor Energy |
615 |
$64.98 |
$66.34 |
+2.09% |
+50.71% |
+$836 |
| CVX |
Chevron |
192 |
$207.79 |
$211.50 |
+1.79% |
+40.13% |
+$712 |
| LNG |
Cheniere Energy |
137 |
$291.40 |
$296.19 |
+1.64% |
+52.77% |
+$656 |
| AEP |
American Electric Power |
310 |
$128.85 |
$130.85 |
+1.55% |
+14.37% |
+$620 |
| VG |
Venture Global |
2,378 |
$16.82 |
$17.02 |
+1.22% |
+149.98% |
+$476 |
| CF |
CF Industries Holdings |
301 |
$132.56 |
$134.31 |
+1.32% |
+74.59% |
+$527 |
| EOG |
EOG Resources |
271 |
$147.49 |
$148.99 |
+1.02% |
+43.23% |
+$406 |
| JNJ |
Johnson & Johnson |
167 |
$239.24 |
$241.62 |
+0.99% |
+17.37% |
+$397 |
| DUK |
Duke Energy |
309 |
$129.38 |
$130.39 |
+0.78% |
+12.19% |
+$312 |
| EXC |
Exelon |
826 |
$48.40 |
$48.67 |
+0.56% |
+12.61% |
+$223 |
| UMI |
USCF Midstream |
671 |
$59.54 |
$59.70 |
+0.26% |
+22.91% |
+$107 |
| NEE |
NextEra Energy |
438 |
$91.16 |
$91.41 |
+0.27% |
+14.64% |
+$110 |
| MO |
Altria Group |
603 |
$66.40 |
$66.39 |
+2.74% |
+15.14% |
-$6 |
| ED |
Consolidated Edison |
358 |
$111.52 |
$111.65 |
+0.12% |
+13.30% |
+$47 |
| VZ |
Verizon |
789 |
$50.74 |
$50.51 |
-0.45% |
+26.16% |
-$181 |
| EIX |
Edison International |
565 |
$70.77 |
$70.45 |
-0.46% |
+19.10% |
-$181 |
| NEXT |
NextDecade Corp |
5,049 |
$8.14 |
$7.88 |
-3.31% |
+49.52% |
-$1,333 |
| ALB |
Albemarle Corp |
223 |
$179.60 |
$177.71 |
+1.84% |
+25.95% |
-$421 |
| NBIS |
Nebius Group |
389 |
$102.96 |
$101.59 |
-4.13% |
+21.37% |
-$533 |
| LMT |
Lockheed Martin |
64 |
$627.19 |
$617.09 |
-1.63% |
+28.26% |
-$646 |
| DRS |
Leonardo DRS |
875 |
$46.52 |
$45.06 |
-3.17% |
+32.42% |
-$1,274 |
| EQIX |
Equinix |
41 |
$963.39 |
$960.18 |
-0.33% |
+26.01% |
-$132 |
| COST |
Costco |
40 |
$979.65 |
$981.71 |
+0.21% |
+14.00% |
+$82 |
Today's Trades (Mar 27)
| Action | Ticker | Shares | Price | P&L |
|---|
| SELL |
CSCO |
486 |
$80.40 |
-$855 |
| SELL |
WMT |
327 |
$123.37 |
+$389 |
| SELL |
ARM |
258 |
$145.29 |
-$2,454 |
| SELL |
SAIC |
402 |
$98.34 |
-$426 |
| BUY |
VZ |
1 |
$50.76 |
— |
| BUY |
DRS |
16 |
$45.79 |
— |
| BUY |
NBIS |
389 |
$102.96 |
— |
| BUY |
LMT |
1 |
$618.25 |
— |
| BUY |
ALB |
223 |
$179.60 |
— |
| BUY |
MO |
603 |
$66.40 |
— |
| BUY |
NEXT |
142 |
$7.94 |
— |
Model B — Global Universe
$998,790
−0.12% since rebuild (May 5)
Positions16L / 0S
Cash$34.27
StrategyMulti-factor momentum
RebalanceDaily @ 4:45 PM ET
Top 10 Holdings
| Ticker | Company | Shares | Avg Cost | Price | 1D% | YTD% | P&L |
|---|
| USO |
USO |
284 |
$117.26 |
$123.95 |
+5.71% |
+79.22% |
+$1,900 |
| XOM |
Exxon Mobil |
201 |
$165.43 |
$170.20 |
+2.88% |
+42.38% |
+$959 |
| VLO |
Valero Energy Corp |
134 |
$248.14 |
$254.26 |
+2.47% |
+57.14% |
+$820 |
| SLB |
SLB |
637 |
$52.31 |
$53.40 |
+2.07% |
+39.94% |
+$694 |
| SU |
Suncor Energy |
512 |
$64.98 |
$66.34 |
+2.09% |
+50.71% |
+$696 |
| CVX |
Chevron |
160 |
$207.79 |
$211.50 |
+1.79% |
+40.13% |
+$594 |
| KO |
Coca-Cola |
446 |
$74.69 |
$75.77 |
+1.45% |
+9.13% |
+$482 |
| OXY |
OXY |
517 |
$64.36 |
$65.34 |
+1.52% |
+59.66% |
+$507 |
| LNG |
Cheniere Energy |
114 |
$291.40 |
$296.19 |
+1.64% |
+52.77% |
+$546 |
| MPC |
MPC |
134 |
$248.31 |
$251.74 |
+1.38% |
+55.57% |
+$460 |
All Holdings (29)
| Ticker | Company | Shares | Avg Cost | Price | 1D% | YTD% | P&L |
|---|
| USO |
USO |
284 |
$117.26 |
$123.95 |
+5.71% |
+79.22% |
+$1,900 |
| XOM |
Exxon Mobil |
201 |
$165.43 |
$170.20 |
+2.88% |
+42.38% |
+$959 |
| VLO |
Valero Energy Corp |
134 |
$248.14 |
$254.26 |
+2.47% |
+57.14% |
+$820 |
| SLB |
SLB |
637 |
$52.31 |
$53.40 |
+2.07% |
+39.94% |
+$694 |
| SU |
Suncor Energy |
512 |
$64.98 |
$66.34 |
+2.09% |
+50.71% |
+$696 |
| CVX |
Chevron |
160 |
$207.79 |
$211.50 |
+1.79% |
+40.13% |
+$594 |
| KO |
Coca-Cola |
446 |
$74.69 |
$75.77 |
+1.45% |
+9.13% |
+$482 |
| OXY |
OXY |
517 |
$64.36 |
$65.34 |
+1.52% |
+59.66% |
+$507 |
| LNG |
Cheniere Energy |
114 |
$291.40 |
$296.19 |
+1.64% |
+52.77% |
+$546 |
| MPC |
MPC |
134 |
$248.31 |
$251.74 |
+1.38% |
+55.57% |
+$460 |
| CF |
CF Industries Holdings |
251 |
$132.56 |
$134.31 |
+1.32% |
+74.59% |
+$439 |
| MRK |
Merck |
280 |
$118.93 |
$120.29 |
+1.14% |
+15.13% |
+$381 |
| EOG |
EOG Resources |
226 |
$147.49 |
$148.99 |
+1.02% |
+43.23% |
+$339 |
| JNJ |
Johnson & Johnson |
139 |
$239.24 |
$241.62 |
+0.99% |
+17.37% |
+$331 |
| COP |
COP |
250 |
$133.25 |
$134.26 |
+0.76% |
+44.55% |
+$252 |
| LIN |
LIN |
68 |
$495.40 |
$491.46 |
-0.81% |
+15.65% |
-$268 |
| COST |
Costco |
34 |
$979.65 |
$981.71 |
+0.21% |
+14.00% |
+$70 |
| NET |
Cloudflare |
166 |
$209.73 |
$200.95 |
-4.37% |
+1.93% |
-$1,458 |
| GILD |
Gilead Sciences |
246 |
$136.87 |
$135.54 |
-0.98% |
+11.06% |
-$328 |
| LMT |
Lockheed Martin |
54 |
$627.17 |
$617.09 |
-1.63% |
+28.26% |
-$544 |
| CSCO |
Cisco Systems |
417 |
$82.11 |
$79.82 |
-2.85% |
+4.18% |
-$955 |
| DLR |
DLR |
190 |
$174.75 |
$175.04 |
+0.17% |
+13.91% |
+$55 |
| EWZ |
EWZ |
910 |
$36.80 |
$36.53 |
-0.73% |
+14.98% |
-$246 |
| SCHW |
SCHW |
360 |
$93.17 |
$92.25 |
-2.35% |
-7.36% |
-$331 |
| BWXT |
BWX Technologies |
162 |
$205.09 |
$204.46 |
-0.31% |
+18.45% |
-$102 |
| GD |
GD |
95 |
$355.17 |
$347.75 |
-2.12% |
+3.72% |
-$704 |
| AMAT |
Applied Materials |
98 |
$340.80 |
$335.82 |
-0.81% |
+30.84% |
-$488 |
| NOC |
Northrop Grumman |
48 |
$691.99 |
$683.21 |
-1.27% |
+20.20% |
-$421 |
| EQIX |
Equinix |
34 |
$963.39 |
$960.18 |
-0.33% |
+26.01% |
-$109 |
Today's Trades (Mar 27)
| Action | Ticker | Shares | Price | P&L |
|---|
| SELL |
BMY |
560 |
$58.98 |
-$255 |
| SELL |
LHX |
95 |
$347.30 |
-$194 |
| SELL |
O |
553 |
$61.02 |
+$415 |
| BUY |
NET |
8 |
$201.84 |
— |
| BUY |
LMT |
1 |
$618.45 |
— |
| BUY |
LIN |
1 |
$489.57 |
— |
| BUY |
SCHW |
360 |
$93.17 |
— |
| BUY |
CSCO |
12 |
$80.43 |
— |
| BUY |
EWZ |
5 |
$36.84 |
— |
| BUY |
AMAT |
98 |
$340.80 |
— |
| BUY |
GILD |
3 |
$136.29 |
— |
| BUY |
GD |
2 |
$349.83 |
— |
📋 Quant Models — Trading History Reports Archive
📚 Daily Trade Reports — Full Archive
All trading sessions since inception (Mar 27, 2026) • Click PDF links to download full report
| Date |
Model A NAV |
Model A Return |
Model B NAV |
Model B Return |
Combined NAV |
Trades |
Key Moves |
Report |
| Mar 27, 2026 |
$1,001,140 |
+0.11% |
$1,004,098 |
+0.41% |
$2,005,238 |
20 |
Initial rebalance • Energy/utilities long |
📄 PDF |
| Mar 30, 2026 |
$995,612 |
-0.44% |
$997,862 |
-0.21% |
$1,993,474 |
51 |
Broad market pullback • Added SU, EOG |
📄 PDF |
| Mar 31, 2026 |
$1,033,836 |
+3.84% |
$1,024,866 |
+2.71% |
$2,058,702 |
44 |
Month-end rally • Energy leadership |
📄 PDF |
| Apr 1, 2026 |
$1,197,796 |
+15.86% |
$1,059,314 |
+3.36% |
$2,257,110 |
44 |
Major breakout • Model A +15.86% best day |
📄 PDF |
| Apr 2, 2026 |
$1,269,845 |
+6.03% |
$1,161,282 |
+9.63% |
$2,431,127 |
54 |
Continued momentum • Added EQIX, VRT |
📄 PDF |
| Apr 6, 2026 |
$1,370,665 |
+7.94% |
$1,217,805 |
+4.87% |
$2,588,470 |
102 |
Energy dominance • Shorted IONQ/SMR/TMC |
📄 PDF |
| Apr 7, 2026 |
$1,437,212 |
+4.86% |
$1,237,349 |
+1.61% |
$2,674,561 |
37 |
Sold AEP, ENS • Bought NBIS, UVXY |
📄 PDF |
| Apr 8, 2026 ★ |
$1,692,622 |
+17.77% |
$1,312,783 |
+6.10% |
$3,005,405 |
175 |
Sold CSCO, AEP, BWXT • Bought OFSTF, EXC, DRS |
📄 PDF |
| Apr 9, 2026 |
$1,773,718 |
+4.79% |
$1,339,417 |
+2.03% |
$3,113,135 |
— |
Continued energy rally • Added ARM, SOXL |
📝 MD |
| Apr 10, 2026 |
$1,994,560 |
+12.45% |
$1,377,333 |
+2.83% |
$3,371,893 |
81 |
Sold VG, AMD, NEE • SU top score both models |
📝 MD |
| Apr 13, 2026 🛢️ |
$2,209,569 |
+10.78% |
$1,415,408 |
+2.76% |
$3,624,977 |
72 |
Hormuz blockade • Massive rebalance • $2.2M+ Model A |
📝 MD |
| Apr 15 |
$2,754,335 |
+24.67% |
$1,628,475 |
+15.05% |
$4,382,810 |
112 |
Energy/semis rotation • Utilities/defense OUT • Both long TLT • TEAM cover -$7.5K |
📝 MD |
Inception: Mar 27, 2026 • 12 trading sessions • 731 total trades
Model A: +175.43% | Model B: +62.85% | Combined NAV: $4,382,810
PDFs generated Apr 9, 2026
📈 Weekly Performance Tracker — Updated Fridays
📅 Week-by-Week Performance
| Week |
Model A Start |
Model A End |
A Week % |
Model B Start |
Model B End |
B Week % |
Combined |
| Week 1 — Mar 23–27 |
$1,000,000 |
$1,001,140 |
+0.11% |
$1,000,000 |
$1,004,098 |
+0.41% |
$2,005,238 |
| Week 2 — Mar 30–Apr 2 |
$1,001,140 |
$1,269,845 |
+26.84% |
$1,004,098 |
$1,161,282 |
+15.66% |
$2,431,127 |
| Week 3 — Apr 6–8 (cur) |
$1,269,845 |
$1,692,622 |
+33.29% |
$1,161,282 |
$1,312,783 |
+13.05% |
$3,005,405 |
Weekly NAV — Model A (gold) vs Model B (blue) • Updated Fridays
📈 Quant Models — NAV Growth Charts
📊 Daily NAV — Inception to Present
Model A (gold) vs Model B (blue) vs $1M Benchmark (grey) • Mar 27 – Apr 8, 2026
🏆 Quant Models — Full Stats Scorecard
🤖 Model A — Carlos Universe
$2,209,569
+120.96% since inception
Starting Capital$1,000,000
Current NAV$2,209,569
Total P&L+$1,209,569
Days Active15 days
Best Day+17.77% (Apr 8)
Worst Day-0.44% (Mar 30)
Avg Daily Return+5.33%
Win Rate7/8 days (87.5%)
StrategyMulti-factor momentum
Current RegimeEnergy/Commodities
🌍 Model B — Global Universe
$1,415,408
+41.54% since inception
Starting Capital$1,000,000
Current NAV$1,415,408
Total P&L+$415,408
Days Active15 days
Best Day+9.63% (Apr 2)
Worst Day-0.21% (Mar 30)
Avg Daily Return+3.91%
Win Rate7/8 days (87.5%)
StrategyGlobal multi-factor
Current RegimeEnergy/Commodities
🏦 Portfolio Simulation — $7M Investment (Bahnsen / Follow the Money / Quarantine)
💰 $7M Total — YTD 2026 Performance by Portfolio
Equal-weight simulation • $2.33M Bahnsen • $2.33M Follow the Money • $2.34M Top Quarantine • YTD Jan 1 – Apr 9, 2026 via Yahoo Finance
🏆 TOTAL PORTFOLIO
$7,300,556
+4.29%
from $7,000,000
🥇 FOLLOW THE MONEY
$2,743,505
+17.75%
from $2,330,000 • 20 tickers
🥈 BAHNSEN
$2,457,960
+5.49%
from $2,330,000 • 38 tickers
🥉 TOP QUARANTINE
$2,099,091
-10.30%
from $2,340,000 • 19 tickers
⚡ FOLLOW THE MONEY — Top 5 Winners
| VG | +112.02% |
| NEXT | +53.32% |
| SU | +46.62% |
| LNG | +41.95% |
| ENS | +28.18% |
Bottom 5 Laggards
| RUN | -24.62% |
| FSLR | -23.14% |
| CEG | -19.42% |
| TTI | -11.10% |
| ENPH | +1.59% |
🏦 BAHNSEN — Top 5 Winners
| XOM | +30.68% |
| LMT | +30.63% |
| CVX | +27.80% |
| TXN | +21.20% |
| VZ | +19.99% |
Bottom 5 Laggards
| OWL | -43.21% |
| BX | -22.77% |
| GIS | -20.18% |
| IBM | -17.92% |
| MC | -9.66% |
⚗️ TOP QUARANTINE — Top 5 Winners
| CGNX | +49.69% |
| ACMR | +16.96% |
| AUR | +10.16% |
| BLSH | +2.01% |
| ENPH | +1.59% |
Bottom 5 Laggards
| CSIQ | -47.29% |
| AFRM | -33.08% |
| AZTA | -32.95% |
| DKNG | -30.53% |
| ACHR | -25.80% |
📋 $7M Portfolio Simulation — Full Stats Scorecard
| Metric | Value | Notes |
|---|
| Initial Capital | $7,000,000 | Jan 1, 2026 |
| Current NAV | $7,300,556 | +$300,556 |
| Total P&L | +$300,556 | |
| Combined Return | +4.29% | Equal-weight 3 portfolios |
| Best Portfolio | Follow the Money +17.75% | $2,743,505 current |
| Worst Portfolio | Top Quarantine -10.30% | $2,099,091 current |
| Benchmark SPY YTD | +2.55% | Jan 1 – Apr 9, 2026 |
| Alpha vs SPY | +1.74% | Combined portfolio outperformance |
| Data Source | Yahoo Finance | |
| Last Updated | April 9, 2026 | |
Simulated NAV from $7M invested Jan 1, 2026 • Equal-weight per portfolio • Updated weekly (Fridays) • Source: Yahoo Finance
💼 Carlos's 7 Portfolios — Live Data (350+ Holdings)
BAHNSEN LIVE
38 stocks | Koyfin →
| Ticker | Company | Price | 1D% | 1M% | 3M% | 6M% | YTD% |
|---|
| XOM |
Exxon Mobil |
$170.20 |
+2.88% |
+14.18% |
+43.85% |
+47.44% |
+42.38% |
| CVX |
Chevron |
$211.50 |
+1.79% |
+14.81% |
+42.36% |
+34.84% |
+40.13% |
| LMT |
Lockheed Martin |
$617.09 |
-1.63% |
-4.19% |
+28.43% |
+28.23% |
+28.26% |
| VZ |
Verizon |
$50.51 |
-0.45% |
+2.60% |
+26.94% |
+19.86% |
+26.16% |
| UMI |
USCF Midstream |
$59.70 |
+0.26% |
+5.80% |
+23.14% |
+20.71% |
+22.91% |
| JNJ |
Johnson & Johnson |
$241.62 |
+0.99% |
-1.45% |
+16.99% |
+36.02% |
+17.37% |
| MO |
Altria Group |
$66.39 |
+2.74% |
-4.75% |
+15.26% |
+2.88% |
+15.14% |
| MRK |
Merck |
$120.29 |
+1.14% |
-1.04% |
+13.49% |
+55.57% |
+15.13% |
| AEP |
American Electric Power |
$130.85 |
+1.55% |
-1.22% |
+14.02% |
+21.79% |
+14.37% |
| GILD |
Gilead Sciences |
$135.54 |
-0.98% |
-7.35% |
+9.31% |
+22.40% |
+11.06% |
| WMT |
Walmart |
$122.97 |
+0.65% |
-2.01% |
+10.28% |
+19.69% |
+10.60% |
| TXN |
Texas Instruments |
$189.41 |
-2.07% |
-11.45% |
+7.78% |
+4.23% |
+9.89% |
| PEP |
PepsiCo |
$153.51 |
+1.78% |
-8.44% |
+7.72% |
+11.37% |
+7.92% |
| AMGN |
Amgen |
$350.11 |
-0.86% |
-8.90% |
+5.89% |
+30.07% |
+7.71% |
| CSCO |
Cisco Systems |
$79.82 |
-2.85% |
+0.88% |
+2.67% |
+20.10% |
+4.18% |
| KVUE |
Kenvue |
$17.62 |
+0.28% |
-6.13% |
+3.68% |
+9.91% |
+3.32% |
| SBUX |
Starbucks |
$86.04 |
-5.68% |
-12.14% |
+1.78% |
+4.59% |
+2.83% |
| CLX |
Clorox |
$102.48 |
+0.29% |
-18.82% |
+5.16% |
-15.83% |
+2.76% |
| CMI |
Cummins |
$521.28 |
-1.64% |
-12.30% |
+0.75% |
+25.66% |
+2.47% |
| MCD |
McDonald's |
$306.26 |
-0.86% |
-7.52% |
-0.87% |
+1.50% |
+0.77% |
| PG |
Procter & Gamble |
$143.15 |
+0.51% |
-12.39% |
-0.40% |
-4.80% |
+0.60% |
| LAMR |
Lamar Advertising |
$124.36 |
-1.68% |
-6.78% |
-0.54% |
+4.96% |
-0.57% |
| SPG |
Simon Property Group |
$180.81 |
-0.54% |
-9.00% |
-2.56% |
-0.13% |
-1.20% |
| VICI |
VICI Properties |
$26.80 |
-1.34% |
-9.95% |
-3.20% |
-14.78% |
-3.16% |
| UPS |
UPS |
$94.29 |
-3.29% |
-17.18% |
-4.90% |
+16.19% |
-3.61% |
| LINE |
Lineage |
$32.07 |
-4.70% |
-20.72% |
-6.10% |
-13.72% |
-8.37% |
| TFC |
Truist Financial |
$44.60 |
-0.81% |
-11.80% |
-10.98% |
-0.96% |
-8.44% |
| MS |
Morgan Stanley |
$158.21 |
-3.08% |
-8.93% |
-12.53% |
-0.04% |
-10.39% |
| JPM |
JPMorgan Chase |
$282.88 |
-3.01% |
-6.73% |
-13.34% |
-9.66% |
-11.81% |
| GOOGL |
Alphabet |
$275.23 |
-2.03% |
-11.98% |
-12.15% |
+11.79% |
-12.01% |
| AVGO |
Broadcom |
$303.04 |
-2.06% |
-8.81% |
-13.94% |
-9.24% |
-12.44% |
| BIPC |
Brookfield Infrastructure |
$37.85 |
-2.15% |
-22.51% |
-17.55% |
-5.88% |
-15.87% |
| MC |
Moelis & Company |
$54.40 |
-1.88% |
-13.27% |
-23.24% |
-23.33% |
-20.07% |
| IBM |
IBM |
$235.34 |
-2.62% |
-0.93% |
-22.42% |
-16.29% |
-20.10% |
| GIS |
General Mills |
$36.50 |
+1.33% |
-18.05% |
-21.33% |
-25.18% |
-20.40% |
| UNH |
UnitedHealth Group |
$258.00 |
-3.75% |
-8.51% |
-21.64% |
-23.93% |
-21.24% |
| BX |
Blackstone |
$109.00 |
-0.57% |
-7.80% |
-29.05% |
-36.55% |
-28.46% |
| OWL |
Blue Owl Capital |
$8.93 |
-1.05% |
-21.37% |
-39.44% |
-47.99% |
-39.08% |
FOLLOW THE MONEY LIVE
84 stocks | Koyfin →
| Ticker | Company | Price | 1D% | 1M% | 3M% | 6M% | YTD% |
|---|
| VG |
Venture Global |
$17.02 |
+1.22% |
+83.12% |
+145.30% |
+15.28% |
+149.98% |
| UAMY |
United States Antimony |
$8.82 |
-0.34% |
-3.61% |
+41.35% |
+41.12% |
+75.70% |
| VRT |
Vertiv Holdings |
$249.93 |
-0.98% |
-4.65% |
+49.18% |
+80.41% |
+54.30% |
| LNG |
Cheniere Energy |
$296.19 |
+1.64% |
+34.22% |
+56.87% |
+24.89% |
+52.77% |
| SU |
Suncor Energy |
$66.34 |
+2.09% |
+19.92% |
+55.08% |
+56.86% |
+50.71% |
| NEXT |
NextDecade Corp |
$7.88 |
-3.31% |
+47.29% |
+46.47% |
+11.93% |
+49.52% |
| ARM |
Arm Holdings |
$145.09 |
-6.27% |
+10.13% |
+31.57% |
+3.92% |
+32.73% |
| DRS |
Leonardo DRS |
$45.06 |
-3.17% |
+6.56% |
+31.68% |
+3.00% |
+32.42% |
| AMAT |
Applied Materials |
$335.82 |
-0.81% |
-14.97% |
+28.38% |
+65.21% |
+30.84% |
| GEV |
GE Vernova |
$848.85 |
-2.78% |
-3.04% |
+28.11% |
+40.51% |
+30.05% |
| LMT |
Lockheed Martin |
$617.09 |
-1.63% |
-4.19% |
+28.43% |
+28.23% |
+28.26% |
| EQIX |
Equinix |
$960.18 |
-0.33% |
-0.04% |
+26.48% |
+22.89% |
+26.01% |
| ALB |
Albemarle Corp |
$177.71 |
+1.84% |
-9.05% |
+18.76% |
+102.82% |
+25.95% |
| MU |
Micron Technology |
$358.92 |
+0.97% |
-16.33% |
+26.08% |
+128.46% |
+25.76% |
| TMRC |
Texas Mineral Resources |
$0.75 |
+2.74% |
-20.21% |
+4.17% |
-20.21% |
+22.95% |
| ASML |
ASML Holding |
$1,305.50 |
-1.81% |
-14.48% |
+21.86% |
+37.63% |
+22.19% |
| UUUU |
Energy Fuels |
$17.68 |
+0.11% |
-21.77% |
+20.77% |
+5.80% |
+21.60% |
| NBIS |
Nebius Group |
$101.59 |
-4.13% |
-4.27% |
+15.98% |
-5.67% |
+21.37% |
| NOC |
Northrop Grumman |
$683.21 |
-1.27% |
-2.90% |
+18.71% |
+15.75% |
+20.20% |
| EIX |
Edison International |
$70.45 |
-0.46% |
-6.32% |
+20.12% |
+31.94% |
+19.10% |
| KLAC |
KLA Corporation |
$1,443.76 |
-0.51% |
-6.65% |
+12.98% |
+36.06% |
+18.97% |
| BWXT |
BWX Technologies |
$204.46 |
-0.31% |
-1.70% |
+16.41% |
+13.51% |
+18.45% |
| LHX |
L3Harris Technologies |
$343.95 |
-1.54% |
+1.20% |
+16.30% |
+18.06% |
+17.57% |
| TDY |
Teledyne Technologies |
$595.63 |
-2.53% |
-12.07% |
+15.13% |
+3.21% |
+16.62% |
| ENS |
EnerSys |
$170.37 |
+0.59% |
+0.43% |
+13.02% |
+53.12% |
+16.28% |
| ENPH |
Enphase Energy |
$37.23 |
-7.34% |
-23.22% |
+12.82% |
+2.00% |
+16.16% |
| NEE |
NextEra Energy |
$91.41 |
+0.27% |
-3.24% |
+14.45% |
+22.16% |
+14.64% |
| CCJ |
Cameco Corp |
$103.82 |
-0.81% |
-13.28% |
+11.83% |
+21.56% |
+13.48% |
| ED |
Consolidated Edison |
$111.65 |
+0.12% |
+0.59% |
+13.32% |
+13.90% |
+13.30% |
| HII |
Huntington Ingalls |
$382.82 |
-0.51% |
-11.84% |
+9.36% |
+38.36% |
+12.92% |
| EXC |
Exelon |
$48.67 |
+0.56% |
+0.79% |
+12.69% |
+12.31% |
+12.61% |
| DUK |
Duke Energy |
$130.39 |
+0.78% |
+1.13% |
+12.22% |
+7.82% |
+12.19% |
| UEC |
Uranium Energy Corp |
$13.08 |
+0.23% |
-16.31% |
+7.13% |
-4.32% |
+11.99% |
| HWM |
Howmet Aerospace |
$228.88 |
-0.70% |
-11.85% |
+8.43% |
+18.64% |
+11.70% |
| ASTS |
AST SpaceMobile |
$80.21 |
-8.71% |
-2.61% |
+11.48% |
+63.39% |
+10.44% |
| TSM |
Taiwan Semiconductor |
$326.61 |
+0.15% |
-15.52% |
+8.15% |
+20.14% |
+7.78% |
| XEL |
Xcel Energy |
$78.63 |
+0.90% |
-5.19% |
+7.26% |
+0.68% |
+7.25% |
| PCG |
PG&E Corporation |
$17.23 |
-0.83% |
-7.64% |
+9.57% |
+15.61% |
+7.19% |
| CACI |
CACI International |
$565.61 |
-2.45% |
-4.14% |
+4.36% |
+16.48% |
+6.16% |
| D |
Dominion Energy |
$61.06 |
+0.25% |
-2.93% |
+4.23% |
+3.43% |
+5.32% |
| RTX |
RTX Corporation |
$190.37 |
-1.29% |
-2.86% |
+3.15% |
+17.39% |
+4.15% |
| CRWV |
CoreWeave |
$74.01 |
-8.00% |
-24.49% |
-3.15% |
-38.50% |
+3.35% |
| MP |
MP Materials |
$51.94 |
+0.46% |
-11.46% |
-2.70% |
-24.32% |
+2.81% |
| ORA |
Ormat Technologies |
$110.32 |
-0.52% |
-5.66% |
-2.21% |
+16.54% |
-0.03% |
| SAIC |
Science Applications |
$97.88 |
-1.53% |
+12.78% |
-4.39% |
+0.92% |
-2.44% |
| VST |
Vistra Corp |
$154.96 |
+1.75% |
-11.51% |
-4.02% |
-25.01% |
-3.82% |
| EMR |
Emerson Electric |
$125.85 |
-0.36% |
-15.22% |
-6.91% |
-1.34% |
-4.81% |
| CLS |
Celestica |
$278.49 |
+1.87% |
-5.27% |
-8.26% |
+14.23% |
-5.79% |
| AMD |
Advanced Micro Devices |
$201.41 |
-1.16% |
-4.48% |
-6.31% |
+26.31% |
-5.95% |
| BAH |
Booz Allen Hamilton |
$78.61 |
-2.13% |
+4.67% |
-7.23% |
-19.52% |
-6.10% |
| TTI |
TETRA Technologies |
$8.72 |
+3.81% |
-21.72% |
-6.64% |
+48.05% |
-6.94% |
| ANET |
Arista Networks |
$121.30 |
-1.02% |
-8.72% |
-7.99% |
-14.88% |
-7.43% |
| IREN |
IREN Limited |
$34.83 |
-7.00% |
-20.89% |
-13.57% |
-16.79% |
-7.78% |
| CIFR |
Cipher Digital |
$13.58 |
-5.33% |
-18.21% |
-10.57% |
+18.44% |
-7.96% |
| AREC |
American Resources Corp |
$2.26 |
-7.58% |
-30.83% |
-15.86% |
-18.88% |
-9.07% |
| NVDA |
NVIDIA |
$168.01 |
-1.89% |
-14.08% |
-11.81% |
-5.70% |
-9.91% |
| LAC |
Lithium Americas |
$3.91 |
+0.90% |
-23.39% |
-16.52% |
-38.15% |
-10.21% |
| RKLB |
Rocket Lab |
$60.87 |
-7.69% |
-13.29% |
-13.84% |
+31.58% |
-12.74% |
| LDOS |
Leidos Holdings |
$155.19 |
-1.52% |
-8.43% |
-16.29% |
-15.67% |
-13.76% |
| CEG |
Constellation Energy |
$301.41 |
+2.11% |
-7.37% |
-16.27% |
-8.78% |
-14.57% |
| PSN |
Parsons Corp |
$52.79 |
-1.55% |
-19.01% |
-15.62% |
-35.20% |
-14.58% |
| BN |
Brookfield Corp |
$39.09 |
-1.43% |
-14.10% |
-16.21% |
-14.03% |
-14.66% |
| LTBR |
Lightbridge Corp |
$10.73 |
-2.23% |
-22.10% |
-21.93% |
-49.93% |
-15.07% |
| NB |
NioCorp Developments |
$4.50 |
-1.53% |
-18.77% |
-20.91% |
-34.02% |
-15.09% |
| NNE |
NANO Nuclear Energy |
$20.39 |
-3.62% |
-25.06% |
-28.45% |
-48.12% |
-15.10% |
| PLTR |
Palantir Technologies |
$143.50 |
-2.75% |
+6.94% |
-23.96% |
-19.19% |
-19.27% |
| GLXY |
Galaxy Digital |
$17.92 |
-8.61% |
-21.50% |
-23.42% |
-42.00% |
-19.85% |
| TMQ |
Trilogy Metals Inc |
$3.38 |
+1.65% |
-22.54% |
-27.20% |
+64.32% |
-21.46% |
| AVAV |
AeroVironment |
$184.93 |
-5.60% |
-27.54% |
-27.48% |
-38.60% |
-23.55% |
| AXON |
Axon Enterprise |
$431.93 |
-4.11% |
-16.97% |
-26.02% |
-39.07% |
-23.95% |
| QCOM |
Qualcomm |
$127.56 |
-2.28% |
-11.96% |
-26.56% |
-23.74% |
-24.95% |
| SMCI |
Super Micro Computer |
$21.47 |
-3.33% |
-36.10% |
-29.93% |
-53.14% |
-26.65% |
| SMR |
NuScale Power |
$10.23 |
-6.87% |
-22.34% |
-31.08% |
-73.07% |
-27.77% |
| FSLR |
First Solar |
$188.56 |
+1.47% |
-10.26% |
-30.08% |
-14.30% |
-27.82% |
| OKLO |
Oklo Inc |
$50.79 |
-1.97% |
-23.42% |
-33.97% |
-54.05% |
-29.22% |
| TMC |
TMC the metals company |
$4.26 |
-7.48% |
-33.26% |
-37.46% |
-32.94% |
-30.88% |
| WYFI |
WhiteFiber |
$10.74 |
-11.71% |
-42.13% |
-35.18% |
-52.96% |
-32.03% |
| IDR |
Idaho Strategic Resources |
$27.38 |
+3.91% |
-32.97% |
-39.59% |
-18.41% |
-32.06% |
| RUN |
Sunrun |
$12.48 |
+0.65% |
-36.16% |
-39.03% |
-29.37% |
-32.17% |
| QUBT |
Quantum Computing |
$6.74 |
-5.41% |
-22.41% |
-36.82% |
-66.57% |
-34.36% |
| IONQ |
IonQ |
$27.72 |
-7.10% |
-17.48% |
-39.74% |
-58.80% |
-38.22% |
| RGTI |
Rigetti Computing |
$13.31 |
-7.67% |
-24.53% |
-40.55% |
-57.33% |
-39.93% |
| QBTS |
D-Wave Quantum |
$13.86 |
-5.39% |
-29.47% |
-45.20% |
-48.21% |
-47.00% |
| EOSE |
Eos Energy Enterprises |
$4.80 |
-0.31% |
-56.83% |
-59.45% |
-52.52% |
-58.07% |
GOLD LIVE
22 stocks | Koyfin →
| Ticker | Company | Price | 1D% | 1M% | 3M% | 6M% | YTD% |
|---|
| AEM |
Agnico Eagle Mines |
$192.12 |
+2.43% |
-19.99% |
+5.05% |
+18.04% |
+13.53% |
| RGLD |
Royal Gold |
$236.10 |
+2.34% |
-17.86% |
+1.41% |
+20.55% |
+6.44% |
| WPM |
Wheaton Precious Metals |
$124.37 |
+4.56% |
-21.00% |
+0.12% |
+14.06% |
+5.83% |
| OUNZ |
VanEck Merk Gold Trust |
$43.37 |
+3.36% |
-12.49% |
-0.60% |
+19.51% |
+4.56% |
| IAU |
iShares Gold Trust |
$84.88 |
+3.39% |
-12.47% |
-0.54% |
+19.56% |
+4.56% |
| GLD |
SPDR Gold Shares |
$414.28 |
+3.40% |
-12.49% |
-0.59% |
+19.48% |
+4.53% |
| DGP |
DB Gold Double Long ETN |
$166.77 |
+8.68% |
-27.21% |
-6.39% |
+31.84% |
+3.58% |
| UGL |
ProShares Ultra Gold |
$57.03 |
+6.69% |
-24.90% |
-7.78% |
+29.92% |
+2.73% |
| NEM |
Newmont Corp |
$101.90 |
+2.56% |
-18.22% |
-3.47% |
+20.12% |
+2.26% |
| GDX |
VanEck Gold Miners ETF |
$85.18 |
+3.39% |
-23.37% |
-6.69% |
+14.89% |
-0.69% |
| OR |
Osisko Gold Royalties |
$34.98 |
+2.52% |
-23.66% |
-6.92% |
-8.95% |
-1.16% |
| GDXJ |
VanEck Junior Gold Miners ETF |
$109.97 |
+3.82% |
-25.62% |
-9.56% |
+16.94% |
-3.35% |
| GOLD:CA |
GoldMining Inc |
$1.54 |
+0.98% |
-33.41% |
-16.94% |
-8.04% |
-10.17% |
| EQX |
Equinox Gold Corp |
$12.48 |
+3.78% |
-31.00% |
-15.62% |
+15.82% |
-10.99% |
| NUGT |
Direxion Daily Gold Miners Bull 2X |
$162.88 |
+6.52% |
-43.54% |
-22.03% |
+10.41% |
-11.41% |
| ODV |
Osisko Development |
$2.89 |
+1.22% |
-33.45% |
-21.54% |
-12.80% |
-17.05% |
| GROY |
Gold Royalty Corp |
$3.33 |
+4.56% |
-26.92% |
-21.02% |
-14.08% |
-17.70% |
| JNUG |
Direxion Daily Jr Gold Miners Bull 2X |
$168.49 |
+7.66% |
-47.43% |
-28.83% |
+9.83% |
-18.42% |
| DC |
Dakota Gold Corp |
$4.55 |
+2.13% |
-32.62% |
-26.89% |
-2.25% |
-19.81% |
| GDXU |
MicroSectors Gold Miners 3X |
$163.02 |
+10.19% |
-61.37% |
-45.42% |
-14.43% |
-33.10% |
| HMMC:CA |
Hemlo Mining Corp |
— |
— |
— |
— |
— |
— |
| UGLDF |
VelocityShares |
— |
— |
— |
— |
— |
— |
KATUSA LIVE
10 stocks | Koyfin →
| Ticker | Company | Price | 1D% | 1M% | 3M% | 6M% | YTD% |
|---|
| CF |
CF Industries Holdings |
$134.31 |
+1.32% |
+39.70% |
+74.34% |
+47.44% |
+74.59% |
| UUUU |
Energy Fuels |
$17.68 |
+0.11% |
-21.77% |
+20.77% |
+5.80% |
+21.60% |
| UEC |
Uranium Energy Corp |
$13.08 |
+0.23% |
-16.31% |
+7.13% |
-4.32% |
+11.99% |
| LIT |
Global X Lithium & Battery ETF |
$72.00 |
+2.33% |
-6.60% |
+6.34% |
+29.96% |
+11.01% |
| URNM |
Sprott Uranium Miners ETF |
$59.76 |
+0.87% |
-18.69% |
+6.74% |
+2.13% |
+8.86% |
| OFSTF |
Carbon Streaming Corp |
$0.66 |
-5.18% |
-1.07% |
+10.62% |
+33.84% |
+3.71% |
| UROY |
Uranium Royalty Corp |
$3.35 |
+0.45% |
-24.49% |
-8.36% |
-22.03% |
-5.51% |
| EQX |
Equinox Gold Corp |
$12.48 |
+3.78% |
-31.00% |
-15.62% |
+15.82% |
-10.99% |
| ODV |
Osisko Development |
$2.89 |
+1.22% |
-33.45% |
-21.54% |
-12.80% |
-17.05% |
| DC |
Dakota Gold Corp |
$4.55 |
+2.13% |
-32.62% |
-26.89% |
-2.25% |
-19.81% |
LORING WC LIVE
26 stocks | Koyfin →
| Ticker | Company | Price | 1D% | 1M% | 3M% | 6M% | YTD% |
|---|
| EOG |
EOG Resources |
$148.99 |
+1.02% |
+21.62% |
+45.32% |
+29.45% |
+43.23% |
| ASML |
ASML Holding |
$1,305.50 |
-1.81% |
-14.48% |
+21.86% |
+37.63% |
+22.19% |
| COST |
Costco |
$981.71 |
+0.21% |
-1.31% |
+12.56% |
+7.48% |
+14.00% |
| ADI |
Analog Devices |
$307.20 |
-1.99% |
-14.59% |
+11.31% |
+24.92% |
+13.63% |
| CNI |
Canadian National Railway |
$100.99 |
-0.60% |
-6.79% |
+2.97% |
+9.41% |
+2.80% |
| BRK.B |
Berkshire Hathaway B |
$471.09 |
-0.88% |
-4.64% |
-5.46% |
-5.79% |
-6.28% |
| SYK |
Stryker |
$328.12 |
-1.37% |
-14.56% |
-7.14% |
-10.66% |
-6.64% |
| AAPL |
Apple |
$249.37 |
-1.39% |
-9.07% |
-8.71% |
-2.20% |
-8.19% |
| NVDA |
NVIDIA |
$168.01 |
-1.89% |
-14.08% |
-11.81% |
-5.70% |
-9.91% |
| AMZN |
Amazon |
$200.48 |
-3.40% |
-4.82% |
-13.78% |
-8.78% |
-13.14% |
| TDG |
TransDigm Group |
$1,143.90 |
-0.70% |
-11.68% |
-12.63% |
-11.72% |
-13.98% |
| MA |
Mastercard |
$483.88 |
-3.37% |
-5.01% |
-16.39% |
-14.14% |
-15.11% |
| V |
Visa |
$296.10 |
-3.09% |
-5.40% |
-16.42% |
-11.88% |
-15.40% |
| ABT |
Abbott Laboratories |
$104.78 |
+0.20% |
-8.70% |
-15.65% |
-20.80% |
-15.95% |
| TMO |
Thermo Fisher Scientific |
$473.93 |
-3.05% |
-7.65% |
-18.31% |
+2.27% |
-18.13% |
| META |
Meta Platforms |
$523.79 |
-4.34% |
-19.80% |
-20.96% |
-29.46% |
-20.58% |
| DHR |
Danaher |
$181.68 |
-3.38% |
-13.29% |
-21.12% |
-1.57% |
-20.63% |
| SPGI |
S&P Global |
$407.55 |
-1.19% |
-3.79% |
-22.84% |
-15.99% |
-21.83% |
| ADSK |
Autodesk |
$230.59 |
-3.85% |
+2.57% |
-23.32% |
-28.58% |
-22.10% |
| MSFT |
Microsoft |
$358.75 |
-1.97% |
-10.45% |
-26.27% |
-29.57% |
-25.65% |
| PAYC |
Paycom Software |
$117.31 |
-4.65% |
-5.07% |
-26.67% |
-45.79% |
-26.19% |
| ADBE |
Adobe |
$233.91 |
-2.89% |
-9.27% |
-33.89% |
-35.09% |
-33.17% |
| NOW |
ServiceNow |
$99.86 |
-3.65% |
-4.19% |
-35.11% |
-46.66% |
-34.81% |
| INTU |
Intuit |
$417.05 |
-3.58% |
+9.40% |
-38.24% |
-40.05% |
-36.92% |
| TTD |
The Trade Desk |
$21.23 |
-2.35% |
-15.62% |
-44.58% |
-54.96% |
-44.07% |
| TEAM |
Atlassian |
$65.10 |
-4.45% |
-11.05% |
-60.10% |
-60.94% |
-59.85% |
TOP CBS LIVE
152 stocks | Koyfin →
| Ticker | Company | Price | 1D% | 1M% | 3M% | 6M% | YTD% |
|---|
| SOC |
Sable Offshore Corp |
$18.36 |
+2.46% |
+101.10% |
+115.24% |
-7.04% |
+103.55% |
| VLO |
Valero Energy Corp |
$254.26 |
+2.47% |
+27.36% |
+55.98% |
+46.57% |
+57.14% |
| XLE |
Energy Select Sector SPDR |
$62.59 |
+1.74% |
+14.07% |
+41.61% |
+37.24% |
+39.99% |
| GSG |
iShares S&P GSCI Commodity |
$31.98 |
+3.26% |
+24.78% |
+37.73% |
+37.19% |
+38.68% |
| ARLP |
Alliance Resource Partners |
$29.19 |
+1.07% |
+10.23% |
+27.27% |
+24.93% |
+28.81% |
| CNR |
Core Natural Resources |
$112.74 |
+3.74% |
+29.98% |
+27.42% |
+36.49% |
+27.53% |
| ZIM |
ZIM Integrated Shipping |
$26.00 |
-0.93% |
-7.94% |
+25.91% |
+92.84% |
+26.62% |
| EQIX |
Equinix |
$960.18 |
-0.33% |
-0.04% |
+26.48% |
+22.89% |
+26.01% |
| VNOM |
Viper Energy Partners |
$47.84 |
+0.04% |
+7.44% |
+27.01% |
+23.80% |
+25.30% |
| ROIV |
Roivant Sciences |
$26.61 |
-2.71% |
-7.15% |
+19.70% |
+75.41% |
+22.63% |
| BEP |
Brookfield Renewable Partners |
$31.84 |
+1.35% |
+0.20% |
+17.82% |
+24.36% |
+19.52% |
| KR |
Kroger |
$73.37 |
+2.20% |
+8.55% |
+16.58% |
+13.25% |
+18.02% |
| JNJ |
Johnson & Johnson |
$241.62 |
+0.99% |
-1.45% |
+16.99% |
+36.02% |
+17.37% |
| BHP |
BHP Group |
$69.45 |
+1.39% |
-13.30% |
+14.43% |
+29.37% |
+17.31% |
| INTC |
Intel |
$43.05 |
-2.38% |
-8.17% |
+18.92% |
+21.27% |
+16.67% |
| NEE |
NextEra Energy |
$91.41 |
+0.27% |
-3.24% |
+14.45% |
+22.16% |
+14.64% |
| SCCO |
Southern Copper Corp |
$161.32 |
+0.98% |
-25.04% |
+9.28% |
+41.69% |
+13.89% |
| NVEC |
NVE Corporation |
$65.68 |
-1.35% |
-7.99% |
+9.13% |
+3.80% |
+12.37% |
| UEC |
Uranium Energy Corp |
$13.08 |
+0.23% |
-16.31% |
+7.13% |
-4.32% |
+11.99% |
| SCHD |
Schwab US Dividend Equity ETF |
$30.49 |
-0.42% |
-3.24% |
+10.31% |
+13.20% |
+11.16% |
| LAND |
Gladstone Land Corp |
$10.05 |
-1.37% |
-19.60% |
+15.10% |
+12.92% |
+10.82% |
| WMT |
Walmart |
$122.97 |
+0.65% |
-2.01% |
+10.28% |
+19.69% |
+10.60% |
| IHS |
IHS Holding Limited |
$8.22 |
+0.06% |
+2.56% |
+12.84% |
+23.16% |
+10.12% |
| BMY |
Bristol-Myers Squibb |
$58.67 |
-1.28% |
-4.29% |
+8.64% |
+36.40% |
+10.05% |
| RMT |
Royce Micro-Cap Trust |
$11.21 |
-1.60% |
-7.31% |
+7.47% |
+12.23% |
+9.22% |
| KO |
Coca-Cola |
$75.77 |
+1.45% |
-5.19% |
+9.19% |
+16.99% |
+9.13% |
| O |
Realty Income Corp |
$60.87 |
+1.00% |
-7.38% |
+8.81% |
+3.69% |
+8.91% |
| UTG |
Reaves Utility Income Fund |
$39.40 |
+0.23% |
-5.57% |
+8.56% |
+4.60% |
+8.77% |
| ARI |
Apollo Commercial Real Estate |
$10.48 |
-1.55% |
-1.64% |
+7.89% |
+7.58% |
+8.21% |
| WHF |
WhiteHorse Finance |
$7.20 |
-0.83% |
+17.30% |
+6.88% |
+9.24% |
+7.34% |
| XLU |
Utilities Select Sector SPDR |
$45.73 |
+0.88% |
-3.44% |
+6.90% |
+6.15% |
+7.12% |
| BY |
Byline Bancorp |
$31.09 |
-0.13% |
-3.95% |
+5.03% |
+10.48% |
+7.05% |
| AWK |
American Water Works |
$137.97 |
+0.33% |
+2.79% |
+6.40% |
+2.52% |
+6.44% |
| IEP |
Icahn Enterprises |
$7.52 |
-1.83% |
+0.55% |
+5.45% |
+2.65% |
+6.15% |
| GOOD |
Gladstone Commercial |
$11.03 |
-2.17% |
-11.58% |
+6.63% |
-6.29% |
+5.23% |
| ITW |
Illinois Tool Works |
$258.56 |
-1.08% |
-10.76% |
+3.08% |
+0.31% |
+4.98% |
| GLD |
SPDR Gold Shares |
$414.28 |
+3.40% |
-12.49% |
-0.59% |
+19.48% |
+4.53% |
| WM |
Waste Management |
$227.15 |
+0.28% |
-0.02% |
+3.15% |
+4.69% |
+3.80% |
| PM |
Philip Morris International |
$164.06 |
+0.97% |
-12.79% |
+2.78% |
+2.25% |
+3.19% |
| MP |
MP Materials |
$51.94 |
+0.46% |
-11.46% |
-2.70% |
-24.32% |
+2.81% |
| XIFR |
XPLR Infrastructure (fmr Blackstone) |
$10.24 |
+1.59% |
-3.21% |
+7.68% |
+1.29% |
+2.40% |
| BTI |
British American Tobacco |
$57.79 |
-0.81% |
-8.31% |
+2.25% |
+12.09% |
+2.07% |
| GAIN |
Gladstone Investment |
$14.05 |
-1.26% |
-0.57% |
+2.48% |
+4.87% |
+1.74% |
| PEG |
Public Service Enterprise Group |
$80.84 |
+0.42% |
-5.21% |
+1.37% |
-0.19% |
+1.48% |
| AAXJ |
iShares MSCI All Country Asia ex Japan |
$93.93 |
-0.60% |
-12.79% |
+0.72% |
+5.59% |
+0.87% |
| CSWC |
Capital Southwest Corp |
$21.49 |
-1.54% |
-5.36% |
+0.79% |
+1.99% |
-0.21% |
| BXMT |
Blackstone Mortgage Trust |
$19.08 |
-0.57% |
-2.35% |
-1.34% |
+7.03% |
-0.26% |
| NFRIX |
Nuveen Floating Rate Income |
$17.65 |
-0.11% |
+0.50% |
+0.18% |
+1.62% |
-0.42% |
| EEMA |
iShares MSCI Emerging Markets Asia |
$93.45 |
-0.59% |
-13.37% |
-0.52% |
+4.69% |
-0.61% |
| BK |
Bank of New York Mellon |
$114.83 |
-1.56% |
-4.55% |
-1.81% |
+5.82% |
-0.65% |
| TLT |
iShares 20+ Year Treasury Bond |
$85.62 |
-0.56% |
-4.45% |
-1.71% |
-1.57% |
-1.06% |
| SAFE |
Safehold Inc |
$13.51 |
-3.15% |
-17.32% |
+1.15% |
-11.88% |
-1.31% |
| NPSRX |
Nuveen Preferred Securities |
$15.90 |
-0.44% |
-2.52% |
-0.84% |
+1.62% |
-1.38% |
| SPHY |
SPDR Portfolio High Yield Bond |
$23.06 |
-0.30% |
-2.33% |
-1.43% |
-0.10% |
-1.43% |
| GBOAX |
JPMorgan Global Bond Opportunities |
$9.64 |
-0.62% |
-3.41% |
-1.49% |
-0.40% |
-1.63% |
| PIMIX |
PIMCO Income Fund |
$10.71 |
-0.65% |
-2.83% |
-1.23% |
+1.47% |
-1.63% |
| STAG |
STAG Industrial |
$36.13 |
-0.52% |
-6.30% |
-2.66% |
+4.82% |
-1.71% |
| BBN |
BlackRock Taxable Muni Bond |
$15.65 |
-0.60% |
-5.34% |
-2.79% |
-0.70% |
-2.38% |
| STRF |
Strategy Inc 10% (MicroStrategy pref) |
$96.16 |
-0.47% |
-2.39% |
-7.02% |
-8.21% |
-2.44% |
| MCI |
Barings Corporate Investors |
$17.70 |
-4.38% |
-14.12% |
-7.87% |
-11.12% |
-2.48% |
| RIET |
Hoya Capital High Dividend Yield |
$8.81 |
-1.34% |
-6.93% |
-2.51% |
-3.52% |
-2.52% |
| ANBAX |
American Funds New Perspective |
$9.09 |
-0.66% |
-4.11% |
-2.68% |
-1.74% |
-2.68% |
| GSBD |
Goldman Sachs BDC |
$8.99 |
-1.15% |
-2.55% |
-3.07% |
-9.92% |
-2.76% |
| VICI |
VICI Properties |
$26.80 |
-1.34% |
-9.95% |
-3.20% |
-14.78% |
-3.16% |
| AMT |
American Tower |
$169.89 |
+0.57% |
-6.90% |
-2.76% |
-10.92% |
-3.24% |
| XYLD |
Global X S&P 500 Covered Call ETF |
$38.42 |
-0.94% |
-6.10% |
-4.10% |
+2.72% |
-3.81% |
| VST |
Vistra Corp |
$154.96 |
+1.75% |
-11.51% |
-4.02% |
-25.01% |
-3.82% |
| BHK |
BlackRock Core Bond Trust |
$8.95 |
-1.05% |
-5.85% |
-4.28% |
-4.71% |
-4.38% |
| STWD |
Starwood Property Trust |
$17.12 |
-1.89% |
-3.39% |
-5.21% |
-10.19% |
-4.94% |
| PRCOX |
T. Rowe Price US Equity Research |
$63.75 |
-1.88% |
-7.21% |
-6.39% |
-1.54% |
-5.19% |
| BFGIX |
Baron Focused Growth Inst |
$57.18 |
-0.92% |
-4.37% |
-7.12% |
+6.58% |
-5.44% |
| BFGFX |
Baron Focused Growth Fund |
$54.40 |
-0.91% |
-4.39% |
-7.18% |
+6.44% |
-5.51% |
| TYD |
Direxion Daily 7-10 Year Treasury Bull 3X |
$23.93 |
-0.08% |
-8.59% |
-6.78% |
-5.32% |
-5.86% |
| AMD |
Advanced Micro Devices |
$201.41 |
-1.16% |
-4.48% |
-6.31% |
+26.31% |
-5.95% |
| STRK |
Strategy Inc 8.0% (MicroStrategy pref) |
$72.18 |
-2.20% |
-8.12% |
-9.96% |
-13.93% |
-5.99% |
| BRK.A |
Berkshire Hathaway A |
$708,761.00 |
-0.52% |
-4.48% |
-5.12% |
-5.46% |
-6.10% |
| BRK.B |
Berkshire Hathaway B |
$471.09 |
-0.88% |
-4.64% |
-5.46% |
-5.79% |
-6.28% |
| ACV |
Virtus Diversified Income |
$24.12 |
-3.00% |
-12.48% |
-6.96% |
+7.94% |
-6.40% |
| DHI |
D.R. Horton |
$134.16 |
-1.32% |
-14.80% |
-8.05% |
-19.28% |
-6.59% |
| GBDC |
Golub Capital BDC |
$12.31 |
-1.87% |
+2.51% |
-6.65% |
-5.69% |
-6.79% |
| TMF |
Direxion Daily 20+ Yr Treasury Bull 3X |
$34.78 |
-1.82% |
-14.37% |
-8.66% |
-11.07% |
-6.82% |
| NEWT |
NewtekOne |
$10.54 |
-4.77% |
-18.41% |
-8.17% |
-8.05% |
-7.12% |
| ITB |
iShares US Home Construction ETF |
$89.07 |
-1.39% |
-16.15% |
-8.98% |
-16.40% |
-7.33% |
| ARGTF |
Artemis Gold Inc |
$24.74 |
+3.17% |
-23.24% |
-11.42% |
-1.06% |
-7.79% |
| AGNC |
AGNC Investment Corp |
$9.66 |
-1.83% |
-13.52% |
-8.09% |
+5.04% |
-8.00% |
| AAPL |
Apple |
$249.37 |
-1.39% |
-9.07% |
-8.71% |
-2.20% |
-8.19% |
| FFA |
First Trust Enhanced Equity Income |
$19.70 |
-1.40% |
-9.46% |
-8.01% |
-3.82% |
-8.84% |
| DRD |
DRDGOLD Limited |
$27.99 |
+3.44% |
-23.22% |
-15.21% |
-0.52% |
-8.86% |
| FXI |
iShares China Large-Cap ETF |
$34.85 |
-0.23% |
-9.29% |
-10.48% |
-12.65% |
-8.98% |
| FDUS |
Fidus Investment Capital |
$17.00 |
-1.65% |
-5.52% |
-9.94% |
-10.97% |
-9.29% |
| BXSL |
Blackstone Secured Lending |
$23.62 |
-1.62% |
-4.18% |
-10.76% |
-7.27% |
-10.29% |
| OCSL |
Oaktree Specialty Lending |
$11.00 |
-1.27% |
-3.55% |
-10.79% |
-9.98% |
-10.44% |
| PMT |
PennyMac Mortgage Trust |
$11.20 |
-0.97% |
-7.51% |
-10.61% |
-2.01% |
-10.76% |
| ARCC |
Ares Capital |
$17.53 |
-2.15% |
-7.67% |
-10.82% |
-9.88% |
-10.96% |
| CGBD |
Carlyle Secured Lending |
$11.12 |
-0.71% |
-2.20% |
-9.09% |
-9.08% |
-10.97% |
| EQX |
Equinox Gold Corp |
$12.48 |
+3.78% |
-31.00% |
-15.62% |
+15.82% |
-10.99% |
| RLI |
RLI Corp |
$56.57 |
-1.27% |
-8.00% |
-12.35% |
-9.76% |
-11.35% |
| CSQ |
Calamos Strategic Total Return |
$16.74 |
-2.54% |
-12.33% |
-13.23% |
-9.36% |
-11.62% |
| BST |
BlackRock Science & Tech |
$35.16 |
-2.90% |
-12.11% |
-10.39% |
-8.12% |
-11.63% |
| CPT |
Camden Property Trust |
$97.17 |
-0.52% |
-10.73% |
-11.07% |
-7.37% |
-11.73% |
| CCAP |
Crescent Capital BDC |
$12.39 |
-1.74% |
-6.63% |
-13.39% |
-13.46% |
-11.81% |
| TROW |
T. Rowe Price Group |
$88.93 |
-1.44% |
-5.26% |
-13.83% |
-11.70% |
-11.84% |
| LEN |
Lennar Corp |
$90.10 |
-1.11% |
-18.63% |
-13.73% |
-27.89% |
-11.96% |
| MAA |
Mid-America Apartment |
$120.68 |
-1.21% |
-9.98% |
-11.43% |
-11.55% |
-12.14% |
| BIZD |
VanEck BDC Income ETF |
$12.39 |
-1.98% |
-7.54% |
-12.24% |
-12.94% |
-12.62% |
| OBDC |
Blue Owl Capital BDC |
$10.84 |
-2.48% |
-9.03% |
-12.34% |
-13.29% |
-12.83% |
| AMZN |
Amazon |
$200.48 |
-3.40% |
-4.82% |
-13.78% |
-8.78% |
-13.14% |
| EPI |
WisdomTree India Earnings |
$39.75 |
-1.44% |
-12.79% |
-13.44% |
-10.25% |
-14.13% |
| CEG |
Constellation Energy |
$301.41 |
+2.11% |
-7.37% |
-16.27% |
-8.78% |
-14.57% |
| NTDOY |
Nintendo |
$14.18 |
+0.50% |
+3.65% |
-17.32% |
-34.53% |
-15.90% |
| ARKK |
ARK Innovation ETF |
$64.68 |
-4.02% |
-12.05% |
-18.85% |
-22.17% |
-15.91% |
| NXRT |
NexPoint Residential Trust |
$24.73 |
-1.57% |
-13.17% |
-12.84% |
-19.74% |
-16.17% |
| REXR |
Rexford Industrial Realty |
$32.40 |
-2.56% |
-13.25% |
-16.95% |
-20.40% |
-16.32% |
| BABA |
Alibaba Group |
$122.58 |
-2.26% |
-19.50% |
-19.48% |
-28.70% |
-16.37% |
| RITM |
Rithm Capital Corp |
$9.11 |
-2.09% |
-10.81% |
-16.44% |
-17.94% |
-16.38% |
| TSLX |
Sixth Street Specialty Lending |
$17.59 |
-0.57% |
-1.76% |
-16.78% |
-19.00% |
-16.82% |
| ADP |
Automatic Data Processing |
$201.86 |
-1.30% |
-5.00% |
-21.37% |
-29.74% |
-20.88% |
| UNH |
UnitedHealth Group |
$258.00 |
-3.75% |
-8.51% |
-21.64% |
-23.93% |
-21.24% |
| PSHZF |
Pershing Square Holdings |
$51.30 |
-2.24% |
-10.84% |
-22.68% |
-18.30% |
-21.33% |
| TMQ |
Trilogy Metals Inc |
$3.38 |
+1.65% |
-22.54% |
-27.20% |
+64.32% |
-21.46% |
| OMF |
OneMain Holdings |
$51.60 |
-2.73% |
-8.46% |
-23.90% |
-8.60% |
-22.18% |
| CG |
Carlyle Group |
$45.69 |
-2.31% |
-11.37% |
-24.72% |
-27.65% |
-22.20% |
| SONY |
Sony Group Corp |
$19.91 |
-0.62% |
-7.03% |
-22.91% |
-33.16% |
-22.25% |
| SLG |
SL Green Realty |
$35.03 |
-4.42% |
-7.35% |
-23.83% |
-40.12% |
-23.63% |
| HTGC |
Hercules Capital |
$13.81 |
-1.81% |
-8.64% |
-23.76% |
-23.44% |
-24.29% |
| APO |
Apollo Global Management |
$108.47 |
-1.37% |
-7.46% |
-26.67% |
-20.56% |
-24.76% |
| KREF |
KKR Real Estate Finance Trust |
$6.16 |
-3.90% |
-10.33% |
-25.50% |
-29.76% |
-25.06% |
| PAX |
Patria Investments |
$11.61 |
+0.87% |
-13.16% |
-27.33% |
-18.52% |
-26.14% |
| ZETA |
Zeta Global Holdings |
$14.51 |
-9.76% |
-18.71% |
-29.90% |
-29.29% |
-28.70% |
| FSK |
FS KKR Capital Corp |
$9.99 |
-1.91% |
-21.28% |
-28.81% |
-27.68% |
-29.20% |
| RC |
Ready Capital Corp |
$1.52 |
-5.00% |
-8.43% |
-31.83% |
-62.21% |
-30.28% |
| HRZN |
Horizon Technology Finance |
$4.18 |
-2.73% |
-32.95% |
-30.81% |
-24.73% |
-31.99% |
| ALAB |
Astera Labs |
$112.12 |
-1.31% |
-12.51% |
-32.97% |
-43.31% |
-32.60% |
| TCPC |
BlackRock TCP Capital |
$3.48 |
-3.60% |
-20.99% |
-32.90% |
-38.90% |
-33.26% |
| HIMS |
Hims & Hers Health |
$19.47 |
-6.69% |
+23.04% |
-43.27% |
-66.67% |
-40.05% |
| SOFI |
SoFi Technologies |
$15.31 |
-3.53% |
-20.63% |
-43.44% |
-45.28% |
-41.52% |
| APP |
AppLovin Corp |
$383.38 |
-2.00% |
-9.07% |
-46.32% |
-42.77% |
-43.10% |
| BUR |
Burford Capital |
$4.64 |
-40.68% |
-51.51% |
-48.90% |
-61.52% |
-47.93% |
| ZVIA |
Zevia PBC |
$1.14 |
-2.56% |
-26.45% |
-50.00% |
-57.93% |
-50.86% |
| WGS |
GeneDx Holdings |
$58.19 |
-5.14% |
-26.24% |
-56.50% |
-50.35% |
-55.26% |
| BKCC |
BlackRock Capital Investment |
— |
— |
— |
— |
— |
— |
| GZPFY |
Public Joint Stock (Gazprom) |
— |
— |
— |
— |
— |
— |
| HMMC:CA |
Hemlo Mining Corp |
— |
— |
— |
— |
— |
— |
| IPOD |
Social Capital Hedosophia D |
— |
— |
— |
— |
— |
— |
| IPOF |
Social Capital Hedosophia F |
— |
— |
— |
— |
— |
— |
| LUKOY |
PJSC Lukoil |
— |
— |
— |
— |
— |
— |
| MGP |
MGM Growth Properties |
— |
— |
— |
— |
— |
— |
| OGZPY |
Public Joint Stock (Gazprom) |
— |
— |
— |
— |
— |
— |
| RNFTF |
Public Joint Stock (Rosneft) |
— |
— |
— |
— |
— |
— |
| STOR |
STORE Capital Corp |
— |
— |
— |
— |
— |
— |
| US10Y |
US 10-Year Treasury |
— |
— |
— |
— |
— |
— |
| US30Y |
US 30-Year Treasury |
— |
— |
— |
— |
— |
— |
TOP QUARANTINE LIVE
66 stocks | Koyfin →
| Ticker | Company | Price | 1D% | 1M% | 3M% | 6M% | YTD% |
|---|
| SEDG |
SolarEdge Technologies |
$51.50 |
+2.45% |
+21.32% |
+69.13% |
+30.54% |
+78.51% |
| TER |
Teradyne |
$295.24 |
-0.71% |
-13.88% |
+48.50% |
+118.45% |
+52.60% |
| CGNX |
Cognex Corp |
$47.59 |
-3.52% |
-16.99% |
+30.41% |
+4.32% |
+32.47% |
| NOC |
Northrop Grumman |
$683.21 |
-1.27% |
-2.90% |
+18.71% |
+15.75% |
+20.20% |
| REMX |
VanEck Rare Earth/Strategic Metals |
$86.94 |
+2.77% |
-11.47% |
+13.29% |
+34.44% |
+17.61% |
| ENPH |
Enphase Energy |
$37.23 |
-7.34% |
-23.22% |
+12.82% |
+2.00% |
+16.16% |
| GDS |
GDS Holdings |
$40.21 |
-4.24% |
-10.62% |
+13.59% |
+0.32% |
+15.21% |
| AUR |
Aurora Innovation |
$4.14 |
-1.78% |
-15.06% |
+3.62% |
-24.70% |
+7.94% |
| WTRG |
Essential Utilities |
$40.82 |
+0.07% |
+2.31% |
+6.81% |
+7.58% |
+7.40% |
| SATS |
EchoStar Corp |
$113.48 |
+1.87% |
+6.05% |
+7.46% |
+54.50% |
+4.40% |
| NET |
Cloudflare |
$200.95 |
-4.37% |
+16.97% |
-0.71% |
-7.11% |
+1.93% |
| ACMR |
ACM Research |
$40.12 |
-2.58% |
-41.40% |
-1.22% |
+6.23% |
+1.71% |
| HPE |
Hewlett Packard Enterprise |
$24.02 |
-4.17% |
+16.46% |
-1.90% |
+0.71% |
+0.02% |
| VNET |
VNET Group |
$8.38 |
-3.79% |
-28.92% |
-3.57% |
-22.41% |
-0.95% |
| ROBO |
ROBO Global Robotics ETF |
$66.97 |
-2.89% |
-15.85% |
-3.79% |
+3.04% |
-3.38% |
| NVDY |
YieldMax NVDA Option Income |
$12.57 |
-1.60% |
-10.19% |
-6.74% |
-0.68% |
-5.53% |
| SYK |
Stryker |
$328.12 |
-1.37% |
-14.56% |
-7.14% |
-10.66% |
-6.64% |
| BLSH |
Bullish |
$34.60 |
-5.05% |
+5.20% |
-15.90% |
-44.72% |
-8.63% |
| CWCO |
Consolidated Water Co |
$32.07 |
-0.74% |
-16.03% |
-10.01% |
-8.01% |
-8.76% |
| ROK |
Rockwell Automation |
$352.11 |
-0.76% |
-12.49% |
-11.62% |
+3.22% |
-9.19% |
| ABNB |
Airbnb |
$122.80 |
-6.30% |
-6.98% |
-10.25% |
-0.73% |
-9.52% |
| YMAG |
YieldMax Magnificent 7 |
$11.54 |
-2.29% |
-9.88% |
-13.61% |
-9.87% |
-12.88% |
| AMZY |
YieldMax AMZN Option Income |
$10.67 |
-2.65% |
-3.14% |
-13.44% |
-9.31% |
-13.05% |
| TSLY |
YieldMax TSLA Option Income |
$29.12 |
-2.53% |
-10.36% |
-17.39% |
-9.89% |
-13.34% |
| XYZ |
Block Inc (fmr Square) |
$56.10 |
-5.51% |
+8.01% |
-15.35% |
-23.85% |
-13.81% |
| MSTY |
YieldMax MSTR Option Income |
$21.45 |
-4.32% |
-4.71% |
-17.07% |
-53.03% |
-14.19% |
| LMND |
Lemonade Inc |
$60.95 |
-7.64% |
+17.55% |
-18.40% |
+18.51% |
-14.37% |
| UBER |
Uber Technologies |
$69.16 |
-1.97% |
-5.04% |
-14.89% |
-29.75% |
-15.36% |
| PLTY |
YieldMax PLTR Option Income |
$38.06 |
-2.26% |
+6.66% |
-20.37% |
-15.54% |
-15.63% |
| ARKK |
ARK Innovation ETF |
$64.68 |
-4.02% |
-12.05% |
-18.85% |
-22.17% |
-15.91% |
| MSTR |
Strategy Inc (MicroStrategy) |
$126.39 |
-4.92% |
-6.83% |
-20.42% |
-59.11% |
-16.82% |
| PLTR |
Palantir Technologies |
$143.50 |
-2.75% |
+6.94% |
-23.96% |
-19.19% |
-19.27% |
| TSLA |
Tesla |
$360.80 |
-3.04% |
-13.56% |
-24.07% |
-18.07% |
-19.77% |
| ISRG |
Intuitive Surgical |
$452.46 |
-3.43% |
-10.61% |
-21.69% |
+2.57% |
-20.11% |
| OSCR |
Oscar Health |
$11.13 |
-6.00% |
-14.05% |
-25.35% |
-39.58% |
-22.55% |
| BKNG |
Booking Holdings |
$4,075.05 |
-3.29% |
-1.89% |
-24.92% |
-26.24% |
-23.73% |
| COUR |
Coursera |
$5.59 |
-4.28% |
-15.05% |
-24.76% |
-52.30% |
-24.05% |
| PYPL |
PayPal Holdings |
$43.78 |
-3.14% |
-7.20% |
-26.78% |
-34.60% |
-24.78% |
| TDOC |
Teladoc Health |
$5.19 |
-5.98% |
+11.61% |
-27.11% |
-36.40% |
-25.86% |
| TQQQ |
ProShares UltraPro QQQ 3X |
$39.03 |
-5.32% |
-24.74% |
-29.43% |
-22.77% |
-25.96% |
| BTC-USD |
Bitcoin |
$65,567.88 |
-4.69% |
-3.52% |
-24.89% |
-40.24% |
-26.11% |
| CHGG |
Chegg Inc |
$0.68 |
+9.97% |
+3.30% |
-31.13% |
-54.55% |
-26.69% |
| FSLR |
First Solar |
$188.56 |
+1.47% |
-10.26% |
-30.08% |
-14.30% |
-27.82% |
| COIN |
Coinbase Global |
$162.34 |
-6.37% |
-11.74% |
-31.47% |
-48.07% |
-28.21% |
| CONY |
YieldMax COIN Option Income |
$24.61 |
-6.18% |
-10.92% |
-31.07% |
-46.71% |
-28.32% |
| FIVN |
Five9 Inc |
$14.35 |
-5.09% |
-19.61% |
-28.21% |
-42.87% |
-28.43% |
| SNOW |
Snowflake |
$152.02 |
-6.35% |
-10.16% |
-32.10% |
-32.33% |
-30.70% |
| ADA-USD |
Cardano |
$0.25 |
-3.58% |
-17.20% |
-29.73% |
-68.99% |
-31.04% |
| ACHR |
Archer Aviation |
$5.11 |
-4.75% |
-27.96% |
-35.17% |
-44.88% |
-31.98% |
| AAVE-USD |
Aave (DeFi) |
$99.31 |
-5.55% |
-16.40% |
-35.56% |
-63.35% |
-33.21% |
| ETH-USD |
Ethereum |
$1,973.59 |
-4.18% |
-3.94% |
-32.54% |
-51.10% |
-34.22% |
| RBLX |
Roblox |
$53.01 |
-1.56% |
-22.12% |
-35.53% |
-60.75% |
-34.58% |
| SOL-USD |
Solana |
$82.13 |
-4.99% |
-6.58% |
-32.79% |
-60.01% |
-35.21% |
| JOBY |
Joby Aviation |
$8.06 |
-4.78% |
-17.87% |
-41.89% |
-49.94% |
-38.90% |
| AZTA |
Azenta Inc |
$20.10 |
-5.68% |
-27.91% |
-42.16% |
-29.62% |
-39.57% |
| TSLL |
Direxion Daily TSLA Bull 2X |
$11.49 |
-6.22% |
-27.47% |
-46.29% |
-42.56% |
-39.88% |
| DKNG |
DraftKings |
$20.72 |
-2.61% |
-9.70% |
-40.61% |
-51.05% |
-39.89% |
| RGTI |
Rigetti Computing |
$13.31 |
-7.67% |
-24.53% |
-40.55% |
-57.33% |
-39.93% |
| AFRM |
Affirm Holdings |
$42.41 |
-3.28% |
-11.61% |
-44.06% |
-44.22% |
-43.02% |
| CSIQ |
Canadian Solar |
$13.38 |
-1.76% |
-33.99% |
-44.67% |
+3.32% |
-43.71% |
| TDUP |
ThredUp Inc |
$3.16 |
-7.06% |
-35.64% |
-49.28% |
-65.69% |
-50.55% |
| KLAR |
Klarna Group |
$12.27 |
-4.51% |
-17.93% |
-58.53% |
-69.28% |
-57.56% |
| AJRD |
Aerojet Rocketdyne |
— |
— |
— |
— |
— |
— |
| PIPP |
Pine Island Acquisition |
— |
— |
— |
— |
— |
— |
| SOUND |
SoundCloud |
— |
— |
— |
— |
— |
— |
| SPWRQ |
SunPower Corp |
— |
— |
— |
— |
— |
— |
🏦 Bahnsen Group — Q1 2026 Trades & April Updates
Trade Activity LIVE TRACKING • Last checked: April 9, 2026
📊 Q1 2026: Core Dividend +5.07% vs S&P -4.9% — roughly +10% relative outperformance. Energy overweight (CVX +37%, UMI +21%, XOM +42%) + defensives (VZ +24.9%, MRK +15.1%, JNJ +18.7%, AMGN +8.3%) drove alpha.
Source: "FOR CLIENTS ONLY" weekly reports from David Bahnsen / The Bahnsen Group
| Date | Action | Ticker | Company | Price | Amount | Portfolio |
|---|
| Apr 7 | TRIM | CVX | Chevron | ~$168 | $80M total (3 names) | Core Dividend |
| Apr 7 | TRIM | XOM | ExxonMobil | ~$118 | ↳ incl. in above | Core Dividend |
| Apr 7 | TRIM | UMI | Midstream Energy ETF | — | ↳ incl. in above | Core Dividend |
| Apr 7 | ADD | BIPC | Brookfield Infra. | — | 3% → 3.5% | Core Dividend |
| Feb early | BUY | UNH | UnitedHealth Group | $287.00 | — | Core Dividend |
| Mar 3 | ADD | MC | Moelis & Co | $62.11 | $25M | Core Dividend |
| Mar 3 | TRIM | LMT | Lockheed Martin | $674.26 | Small | Core Dividend |
| Mar 3 | NEW | VITL | Vital Farms | $21.53 | $6M | Growth Enh. |
| Mar 3 | NEW | MSFT | Microsoft | — | — | Growth Enh. |
| Mar 3 | SELL | GRPM | GRPM ETF | — | Partial | Growth Enh. |
| Mar 10 | ADD | BX | Blackstone | $115.81 | $39M | Core Dividend |
| Mar 17 | NEW | ACN | Accenture (half 1) | — | — | Core Dividend |
| Mar 24 | BUY | ACN | Accenture (half 1) | $199.36 | $28.5M | Core Dividend |
| Mar 27 | BUY | ACN | Accenture (half 2) | $204.72 | $28.5M | Core Dividend |
Total Deployed~$155M+
New PositionsACN, MSFT, VITL, FDS
IncreasedBX (3→4%), MC, BIPC (3→3.5%)
Q1 Energy TrimCVX/XOM/UMI —$80M to target
📅 Reports Schedule
| Day | Report | Delivery | Status |
|---|
| Daily (weekdays) | Bahnsen Trade Digest — individual trade emails + daily summary | Email + Telegram | Active |
| Monday | Weekly Recap — full week performance, global ETFs, treasuries, newsletters | Email + Telegram | Active |
| Tuesday | Market Action Summary — winners/losers, commodities, geopolitics | Telegram | Active |
| Wednesday | Midweek Pulse — WTD performance, SA alerts, newsletters | Email + Telegram | Active |
| Thursday | Market Action Summary — winners/losers, commodities, geopolitics | Telegram | Active |
| Friday | Week Close — THE BIG ONE. Week + YTD, asset classes, treasuries, full scorecard | Email + Telegram | Active |
| Saturday | Mauldin TFTF + All-In Podcast + Rational Optimist Society | Telegram | Active |
| Monthly (1st) | Top 10 Portfolio vs World — side by side | Email + Telegram | Pending |
| Daily | Quant Model Trade Report — both models, pre/post execution | Email + Dashboard | Active |
🏆 Passive Portfolio — "Best of the Best" $1M Simulation • Updated weekly (Fridays)
Top performing assets from weekly reports + global markets • Equal weight • Buy & hold YTD 2026
📈 Passive Portfolio — Daily NAV
📋 Passive Portfolio — Full Stats Scorecard
| Metric | Passive Portfolio | vs SPY (+7.24% YTD) |
|---|
| Initial Capital | $1,000,000 | |
| Final NAV | $1,192,589 | +$124,987 vs SPY |
| Total Return | +19.26% | +26.02% alpha vs SPY |
| Sharpe Ratio | 1.63 | |
| Sortino Ratio | 1.98 | |
| Max Drawdown | -10.06% | |
| Calmar Ratio | 1.20 | |
| Win Rate | 57.0% | |
| Best Day | +3.70% | |
| Worst Day | -4.22% | |
| Trading Days | 87 | |
| Positive Days | 49 | |
| Negative Days | 37 | |
| Avg Daily Return | 0.1417% | |
| Daily Volatility | 1.3771% | |
| # Positions | 19 | |
🏆 Passive Portfolio — All 19 Holdings
| Ticker | Name | Category | Price | YTD % | Value |
|---|
| ● USO |
Oil ETF |
Macro |
$124.58 |
+80.13% |
$94,805 |
| ● DVN |
Devon Energy |
Portfolio Pick |
$47.91 |
+31.48% |
$69,200 |
| ● FANG |
Diamondback Energy |
Portfolio Pick |
$186.47 |
+24.78% |
$65,674 |
| ● LMT |
Lockheed Martin |
Defense |
$628.50 |
+30.63% |
$68,753 |
| ● EWY |
South Korea |
Country ETF |
$140.07 |
+44.08% |
$75,832 |
| ● GOLD |
Barrick Gold |
Portfolio Pick |
$45.76 |
+34.85% |
$70,974 |
| ● EWZ |
Brazil |
Country ETF |
$39.56 |
+24.52% |
$65,537 |
| ● CCJ |
Cameco (Uranium) |
Portfolio Pick |
$115.90 |
+26.68% |
$66,674 |
| ● URA |
Uranium ETF |
Macro |
$51.40 |
+20.29% |
$63,311 |
| ● EPU |
Peru |
Country ETF |
$85.58 |
+18.29% |
$62,258 |
| ● GLD |
Gold ETF |
Macro |
$434.53 |
+9.64% |
$57,705 |
| ● RTX |
RTX Corp |
Defense |
$203.48 |
+11.32% |
$58,589 |
| ● NEM |
Newmont Mining |
Portfolio Pick |
$118.15 |
+18.57% |
$62,405 |
| ● KGC |
Kinross Gold |
Portfolio Pick |
$33.09 |
+17.65% |
$61,921 |
| ● VST |
Vistra Energy |
Portfolio Pick |
$155.89 |
-3.24% |
$50,926 |
| ● EWP |
Spain |
Country ETF |
$57.36 |
+6.40% |
$56,000 |
| ● GREK |
Greece |
Country ETF |
$71.19 |
+8.01% |
$56,847 |
| ● CEG |
Constellation Energy |
Portfolio Pick |
$284.27 |
-19.42% |
$42,411 |
| ● BTC-USD |
Bitcoin |
Macro |
$71,112.05 |
-18.74% |
$42,768 |
Selection criteria: Top performing country ETFs, best stocks from Carlos's portfolios, macro themes (gold, oil, uranium, crypto), defense leaders
Allocation: Country ETFs 30% · Portfolio Picks 40% · Macro 20% · Defense 10%
🏅 Top 10 Leaderboards — YTD 2026
🏆 Top 10 — Carlos's Portfolios
Best YTD performers across all 7 portfolios — Updated Apr 5, 2026
| # | Ticker | Portfolio | Price | YTD |
|---|
| 🥇 |
BWET 🆕 |
TOP CBS |
$132.01 |
+604.8% |
| 🥈 |
KOS |
TOP CBS |
$2.92 |
+228.1% |
| 🥉 |
SNDK |
TOP CBS |
$701.59 |
+154.9% |
| 4. |
BW |
TOP CBS |
$15.72 |
+147.6% |
| 5. |
TROX |
TOP CBS |
$9.18 |
+116.6% |
| 6. |
LITE |
TOP CBS |
$826.88 |
+114.2% |
| 7. |
VG |
FOLLOW THE MONEY |
$14.64 |
+108.2% |
| 8. |
CIEN |
TOP CBS |
$447.76 |
+82.0% |
| 9. |
LYB |
TOP CBS |
$79.60 |
+81.5% |
| 10. |
DOW |
TOP CBS |
$41.40 |
+72.6% |
🌍 Top 10 — Global (Not in Portfolios)
Best YTD performers globally that Carlos doesn't own yet — Updated Apr 5, 2026
| # | Ticker | Sector | YTD |
|---|
| 🥇 |
TLYS |
Consumer Cyclical (Retail) |
+107.9% |
| 🥈 |
NAT |
Tanker Shipping |
+88.2% |
| 🥉 |
FRO |
Tanker Shipping |
+83.5% |
| 4. |
PBR |
Energy (Petrobras, Brazil) |
+72.5% |
| 5. |
INSW |
Tanker Shipping |
+65.4% |
| 6. |
DHT |
Tanker Shipping |
+62.9% |
| 7. |
SM |
Energy (Oil E&P) |
+61.4% |
| 8. |
STNG |
Tanker Shipping |
+54.7% |
| 9. |
ASC |
Tanker Shipping |
+51.6% |
| 10. |
TNK |
Tanker Shipping |
+50.0% |
Also notable: OXY +49%, COP +36%, XOM +32%, DVN +31%. Theme: Energy + Shipping dominating 2026. 6 of top 10 are tanker stocks (Iran war → shipping rates).
📊 Newsletter Recommendation Tracker — All Sources
📁 Report Archive — April 2026
Daily market reports — PDF format • Generated Apr 9, 2026
38 picks tracked across 6 sources • Returns calculated from recommendation date • Updated weekly
🏆 Top 10 Best Picks — All Sources
| # | Ticker | Source | Return |
|---|
| 🥇 | XOM | Barron's Top 10 | +46.2% |
| 🥈 | MSGS | Barron's Top 10 | +30.9% |
| 🥉 | BMY | Barron's Top 10 | +9.1% |
| 4 | CMCSA | Barron's Top 10 | +8.4% |
| 5 | ARM | All-In Podcast | +6.8% |
| 6 | TLN | Rational Optimist | +2.2% |
| 7 | UPS | Barron's Weekly | 0.0% |
| 8 | COF | Barron's Weekly | 0.0% |
| 9 | CB | Barron's Weekly | 0.0% |
| 10 | GLD | Mauldin | 0.0% |
💀 Bottom 10 Worst Picks — All Sources
| # | Ticker | Source | Return |
|---|
| 💀 | FLUT | Barron's Top 10 | -54.3% |
| 💀 | VITL | Bahnsen | -35.3% |
| 💀 | SLG | Barron's Top 10 | -22.5% |
| 4 | DIS | Barron's Top 10 | -16.4% |
| 5 | VMET | Katusa | -15.9% |
| 6 | OKLO | Rational Optimist | -15.9% |
| 7 | RGLD | Katusa | -15.1% |
| 8 | WPM | Katusa | -15.1% |
| 9 | V | Barron's Top 10 | -14.6% |
| 10 | SMR | Rational Optimist | -14.0% |
📊 Source Scorecard — Who Picks Best?
Performance since recommendation date • Most picks are 2-4 weeks old except Barron's Top 10 (Dec 2025)
| Source | Picks | Winners | Losers | Hit Rate | Avg Return | Best Pick | Worst Pick |
|---|
| 📰 Barron's Top 10 |
10 | 4 | 6 |
40% |
-2.2% |
XOM +46.2% | FLUT -54.3% |
| 📰 Barron's Weekly |
5 | 0 | 0 |
NEW |
0.0% |
Too new | Too new |
| 💼 Bahnsen |
5 | 0 | 5 |
0% |
-11.5% |
ACN -1.3% | VITL -35.3% |
| 📈 Mauldin |
4 | 0 | 0 |
NEW |
0.0% |
Too new | Too new |
| ⛏️ Katusa |
4 | 0 | 4 |
0% |
-14.0% |
FNV -9.8% | VMET -15.9% |
| 🚀 Rational Optimist |
5 | 1 | 4 |
20% |
-6.6% |
TLN +2.2% | OKLO -15.9% |
| 🎙️ All-In Podcast |
5 | 1 | 2 |
33% |
-1.5% |
ARM +6.8% | CRWV -9.9% |
📰 Barron's Top 10 (Dec '25)
| Ticker | Entry | Now | Return |
|---|
| XOM | $116.98 | $170.99 | +46.2% |
| MSGS | $237.71 | $311.15 | +30.9% |
| BMY | $53.66 | $58.54 | +9.1% |
| CMCSA | $26.13 | $28.33 | +8.4% |
| FRFHF | $1,814 | $1,662 | -8.4% |
| AMZN | $222.54 | $199.34 | -10.4% |
| V | $346.18 | $295.52 | -14.6% |
| DIS | $110.49 | $92.42 | -16.4% |
| SLG | $45.59 | $35.33 | -22.5% |
| FLUT | $219.70 | $100.50 | -54.3% |
💼 Bahnsen Trades (Mar '26)
| Ticker | Entry | Now | Return |
|---|
| ACN | $195.15 | $192.60 | -1.3% |
| BX | $109.96 | $108.07 | -1.7% |
| MC | $58.63 | $54.28 | -7.4% |
| MSFT | $403.93 | $356.77 | -11.7% |
| VITL | $20.30 | $13.14 | -35.3% |
$127M+ deployed in March • All underwater in correction
⛏️ Katusa (Mar '26)
| Ticker | Entry | Now | Return |
|---|
| FNV | $259.32 | $233.95 | -9.8% |
| WPM | $146.85 | $124.70 | -15.1% |
| RGLD | $279.84 | $237.54 | -15.1% |
| VMET | $11.30 | $9.50 | -15.9% |
🚀 Rational Optimist
| Ticker | Entry | Now | Return |
|---|
| TLN | $317.60 | $324.54 | +2.2% |
| CEG | $305.58 | $301.49 | -1.3% |
| GE | $294.63 | $282.81 | -4.0% |
| SMR | $11.97 | $10.30 | -14.0% |
| OKLO | $59.69 | $50.23 | -15.9% |
🎙️ All-In Podcast
| Ticker | Entry | Now | Return |
|---|
| ARM | $134.96 | $144.13 | +6.8% |
| NVDA | $175.20 | $167.52 | -4.4% |
| CRWV | $83.02 | $74.81 | -9.9% |
🎯 Multi-Source Consensus — Stocks Recommended by 2+ Sources
| Ticker | Company | Sources | Category | Return |
|---|
| XOM | Exxon Mobil | Barron's + Bahnsen | Energy | +46.2% |
| AMZN | Amazon | Barron's + Rational Optimist | Tech | -10.4% |
| NVDA | NVIDIA | All-In + Rational Optimist | AI/Chips | -4.4% |
| META | Meta | All-In + Rational Optimist | Tech | 0.0% |
| ACN | Accenture | Bahnsen + Barron's | Tech | -1.3% |
| GLD | Gold | Mauldin + Katusa | Commodities | 0.0% |
| CVX | Chevron | Barron's + Bahnsen | Energy | — |
📊 Recommendation Tracker • 38 picks from 6 sources • Updated weekly (Sundays) • Archive: data/recommendation-tracker.md
💰 Project Cashflow 2M — Optimized Model v3.0 • Last updated: 2026-05-12 • 8 positions • Actual broker LTV rates
MINIMUM EQUITY
$7.35M
$7.35M equity + $8.95M borrowed
TOTAL DEPLOYED
$16.3M
8 positions · 15.8% yield
GROSS INCOME
$2.38M
15.8% blended yield
FREE CASH FLOW
$2.00M
$166,667/month
ROE / LTV
27.2%
54.9% LTV · 2 lenders
🏦 Lending Facilities — $8.95M Borrowed
| Institution | Type | Drawn | Rate | Annual Cost | Collateral | LTV on Facility |
|---|
| Charles Schwab | Pledged Asset Line |
$5,000,000 | ~4.0% |
$200,000 | CBS Trust Treasuries ($57.8M) |
8.6% |
| Interactive Brokers | Portfolio Margin |
$3,950,000 | ~4.5% |
$177,750 | Deployed portfolio ($16.3M) |
24.2% |
| TOTAL |
$8,948,759 |
4.25% avg |
$380,322 |
|
🔑 Broker LTV Rates (from spreadsheet, May 2026)
| Ticker | Category | Max LTV (Broker) | Used LTV | Leverage Ratio |
|---|
| BXSL | BDC Credit | 70% | 70% | 3.33x |
| BIZD | BDC Credit | 67.5% | 67.5% | 3.08x |
| PDI | PIMCO CEF | 55% | 55% | 2.22x |
| JFR | BDC Credit | 55% | 55% | 2.22x |
| MORT | Mortgage REIT | 45% | 45% | 1.82x |
| NVDY | YieldMax | 32.5% | 32.5% | 1.48x |
| MSTY | YieldMax | 27.5% | 27.5% | 1.38x |
| CONY | YieldMax | 27.5% | 27.5% | 1.38x |
All positions at maximum broker-allowed LTV — minimum equity deployment. Portfolio LTV = 54.9%.
📊 Portfolio Allocation — 3 Tiers
🏛 CORE 60%
🚀 SATELLITES 30%
🌐 10%
🏛 Tier 1: Core Income (60% — $4.41M equity)
| # | Ticker | Name | Weight | Yield | Equity | LTV | Borrowed | Deployed | Income/yr |
|---|
| 1 | PDI | PIMCO Dynamic Income Fund |
20% | 13.3% |
$1,469,604 | 55.0% | $1,796,183 | $3,265,788 |
$434,350 |
| 2 | BIZD | VanEck BDC Income ETF |
20% | 13.3% |
$1,469,604 | 67.5% | $3,052,255 | $4,521,860 |
$601,407 |
| 3 | MORT | VanEck Mortgage REIT Income ETF |
20% | 12.5% |
$1,469,604 | 45.0% | $1,202,404 | $2,672,008 |
$334,001 |
Tier 1 Gross: $1,369,758/yr
🚀 Tier 2: High-Yield Satellites (30% — $2.20M equity)
| # | Ticker | Name | Weight | Yield | Equity | LTV | Borrowed | Deployed | Income/yr |
|---|
| 4 | MSTY | YieldMax MSTR Option Income |
10% | 30.0% |
$734,802 | 27.5% | $278,718 | $1,013,520 |
$304,056 |
| 5 | CONY | YieldMax COIN Option Income |
10% | 25.0% |
$734,802 | 27.5% | $278,718 | $1,013,520 |
$253,380 |
| 6 | BXSL | Blackstone Secured Lending |
10% | 11.0% |
$734,802 | 70.0% | $1,714,538 | $2,449,341 |
$269,427 |
Tier 2 Gross: $826,863/yr
🌐 Tier 3: Diversifiers (10% — $734K equity)
| # | Ticker | Name | Weight | Yield | Equity | LTV | Borrowed | Deployed | Income/yr |
|---|
| 7 | JFR | Nuveen Floating Rate Income |
5% | 12.5% |
$367,401 | 55.0% | $449,046 | $816,447 |
$102,056 |
| 8 | NVDY | YieldMax NVDA Option Income |
5% | 15.0% |
$367,401 | 32.5% | $176,897 | $544,298 |
$81,645 |
Tier 3 Gross: $183,701/yr
💰 Income Waterfall — Annual Cash Flow
★ FREE CASH FLOW
$2,000,000/yr = $166,667/mo
📐 Equity Scenarios Comparison
| Scenario | Equity | Positions | Yield | LTV | FCF | ROE | Savings |
|---|
| ✅ v3.0 MAX LEVERAGE |
$7.35M | 8 | 15.8% | 54.9% |
$2.0M | 27.2% |
$4.65M saved |
| v3.0 Conservative (52% LTV) |
$7.69M | 8 | 15.8% | 52.0% |
$2.0M | 26.0% | $4.31M saved |
| v2.2 (old model) |
$12.0M | 21 | 13.1% | 52% |
$2.71M | 22.6% | — |
| No Leverage |
$12.66M | 8 | 15.8% | 0% |
$2.0M | 15.8% | — |
⚠️ Risk Management
🚨 Margin Call Stress Test
Portfolio LTV: 54.9% → call at ~80%
Buffer: ~46% portfolio decline before call
-30% crash: BXSL/BIZD hit 80% ⚠️ (need cash injection)
-40% crash: Portfolio LTV → ~75% (still below 80%)
Recommended reserve: $500K cash for margin calls
🟢 Safety Features
Schwab PAL: Backed by $57.8M Treasuries (8.6% facility LTV)
YieldMax low LTV: MSTY/CONY/NVDY barely leveraged — no cascade risk
JFR floating rate: Income rises with rates (natural hedge)
MORT/REM: Benefits from rate cuts (book value expansion)
8 positions: Easy to monitor, fast to exit if needed
⚠️ YieldMax NAV Erosion Monitor
MSTY, CONY, NVDY distribute via return of capital — NAV declines over time. Monitor monthly.
| Ticker | Weight | Equity | Yield | Max LTV | NAV Risk | Rule |
|---|
| MSTY | 10% | $734,802 | 30.0% | 27.5% | HIGH | Exit if NAV drops >25% from entry |
| CONY | 10% | $734,802 | 25.0% | 27.5% | HIGH | Exit if NAV drops >25% from entry |
| NVDY | 5% | $367,401 | 15.0% | 32.5% | MODERATE | Exit if NAV drops >30% from entry |
Combined YieldMax equity: $1.84M (25% of portfolio). Low LTV means damage is contained to equity — no margin call cascade.
Last updated: 2026-05-01T21:52:25Z • Data from 358 tickers + 38 recommendations • Powered by OpenClaw Quant Engine