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📊 Financial Markets Charlywhite

7 Portfolios • 350+ Holdings • 2 Quant Models • Koyfin Live • Bahnsen Trade Tracking • Newsletter Recommendation Tracker • Real-Time
LIVE:SPY $655.83 +0.09%QQQ $584.98 +0.11%DIA $465.06 -0.09%IWM $251.29 +0.69%GLD $429.41 -1.92%TLT $86.79 +0.61%BTC-USD $67,312 +0.57%Updated Apr 04, 2026 11:44 AM ET
LIVE:SPY $658.93 +0.47%QQQ $588.50 +0.60%DIA $466.77 +0.37%IWM $252.36 +0.43%GLD $427.65 -0.41%TLT $86.65 -0.16%BTC-USD $69,726 +1.08%Updated Apr 06, 2026 05:17 PM ET
LIVE:SPY $659.22 +0.04%QQQ $588.59 +0.02%DIA $465.88 -0.19%IWM $252.91 +0.22%GLD $431.81 +0.97%TLT $86.64 -0.01%BTC-USD $69,181 +0.47%Updated Apr 07, 2026 04:58 PM ET
LIVE:SPY $676.01 +2.55%QQQ $606.09 +2.97%DIA $479.16 +2.85%IWM $260.47 +2.99%GLD $434.53 +0.63%TLT $86.92 +0.32%BTC-USD $71,463 -0.66%Updated Apr 08, 2026 05:14 PM ET
LIVE:SPY $679.91 +0.58%QQQ $610.19 +0.68%DIA $481.90 +0.57%IWM $261.96 +0.57%GLD $437.91 +0.78%TLT $86.70 -0.25%BTC-USD $72,337 +1.71%Updated Apr 09, 2026 05:17 PM ET
LIVE:SPY $679.46 -0.07%QQQ $611.07 +0.14%DIA $479.25 -0.55%IWM $261.30 -0.25%GLD $437.13 -0.18%TLT $86.49 -0.24%BTC-USD $73,206 +2.00%Updated Apr 10, 2026 05:14 PM ET
LIVE:SPY $679.46 -0.07%QQQ $611.07 +0.14%DIA $479.25 -0.55%IWM $261.30 -0.25%GLD $437.13 -0.18%TLT $86.49 -0.24%BTC-USD $73,206 +2.00%Updated Apr 10, 2026 05:15 PM ET
LIVE:SPY $686.10 +0.98%QQQ $617.39 +1.03%DIA $482.13 +0.60%IWM $265.07 +1.44%GLD $435.36 -0.40%TLT $86.75 +0.30%BTC-USD $73,211 +3.47%Updated Apr 13, 2026 04:54 PM ET
LIVE:SPY $686.10 +0.98%QQQ $617.39 +1.03%DIA $482.13 +0.60%IWM $265.07 +1.44%GLD $435.36 -0.40%TLT $86.75 +0.30%BTC-USD $73,295 +3.59%Updated Apr 13, 2026 05:17 PM ET
LIVE:SPY $694.22 +1.18%QQQ $628.60 +1.82%DIA $485.54 +0.71%IWM $268.71 +1.37%GLD $445.08 +2.23%TLT $87.21 +0.53%BTC-USD $74,206 -0.37%Updated Apr 14, 2026 04:29 PM ET
LIVE:SPY $699.94 +0.79%QQQ $637.40 +1.40%DIA $484.72 -0.16%IWM $269.39 +0.25%GLD $440.46 -1.04%TLT $86.83 -0.44%BTC-USD $74,939 +1.02%Updated Apr 15, 2026 04:32 PM ET
LIVE:SPY $699.94 +0.79%QQQ $637.40 +1.40%DIA $484.72 -0.16%IWM $269.39 +0.25%GLD $440.46 -1.04%TLT $86.83 -0.44%BTC-USD $74,903 +0.97%Updated Apr 15, 2026 04:55 PM ET
LIVE:SPY $710.14 +1.21%QQQ $648.85 +1.31%DIA $494.27 +1.78%IWM $275.81 +2.17%GLD $445.93 +1.33%TLT $87.07 +0.92%BTC-USD $77,486 +3.11%Updated Apr 17, 2026 04:22 PM ET
🤖 Quant Trading Models — Simulation

Model A — Carlos Portfolio

$2,754,335
+175.43% DAY 16
Positions25L / 5S
Cash$1,049,376.83
StrategyMulti-factor momentum
RebalanceDaily @ 4:45 PM ET

Top 10 Holdings

TickerCompanySharesAvg CostPrice1D%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)

TickerCompanySharesAvg CostPrice1D%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)

ActionTickerSharesPriceP&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

$1,628,475
+62.85% DAY 16
Positions30L / 8S
Cash$597,307.28
StrategyMulti-factor momentum
RebalanceDaily @ 4:45 PM ET

Top 10 Holdings

TickerCompanySharesAvg CostPrice1D%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)

TickerCompanySharesAvg CostPrice1D%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)

ActionTickerSharesPriceP&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

MetricValueNotes
Initial Capital$7,000,000Jan 1, 2026
Current NAV$7,300,556+$300,556
Total P&L+$300,556
Combined Return+4.29%Equal-weight 3 portfolios
Best PortfolioFollow the Money +17.75%$2,743,505 current
Worst PortfolioTop 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 SourceYahoo Finance
Last UpdatedApril 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 →

TickerCompanyPrice1D%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 →

TickerCompanyPrice1D%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 →

TickerCompanyPrice1D%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 →

TickerCompanyPrice1D%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 →

TickerCompanyPrice1D%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 →

TickerCompanyPrice1D%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 →

TickerCompanyPrice1D%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

DateActionTickerCompanyPriceAmountPortfolio
Apr 7TRIMCVXChevron~$168$80M total (3 names)Core Dividend
Apr 7TRIMXOMExxonMobil~$118↳ incl. in aboveCore Dividend
Apr 7TRIMUMIMidstream Energy ETF—↳ incl. in aboveCore Dividend
Apr 7ADDBIPCBrookfield Infra.—3% → 3.5%Core Dividend
Feb earlyBUYUNHUnitedHealth Group$287.00—Core Dividend
Mar 3ADDMCMoelis & Co$62.11$25MCore Dividend
Mar 3TRIMLMTLockheed Martin$674.26SmallCore Dividend
Mar 3NEWVITLVital Farms$21.53$6MGrowth Enh.
Mar 3NEWMSFTMicrosoft——Growth Enh.
Mar 3SELLGRPMGRPM ETF—PartialGrowth Enh.
Mar 10ADDBXBlackstone$115.81$39MCore Dividend
Mar 17NEWACNAccenture (half 1)——Core Dividend
Mar 24BUYACNAccenture (half 1)$199.36$28.5MCore Dividend
Mar 27BUYACNAccenture (half 2)$204.72$28.5MCore 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
DayReportDeliveryStatus
Daily (weekdays)Bahnsen Trade Digest — individual trade emails + daily summaryEmail + TelegramActive
MondayWeekly Recap — full week performance, global ETFs, treasuries, newslettersEmail + TelegramActive
TuesdayMarket Action Summary — winners/losers, commodities, geopoliticsTelegramActive
WednesdayMidweek Pulse — WTD performance, SA alerts, newslettersEmail + TelegramActive
ThursdayMarket Action Summary — winners/losers, commodities, geopoliticsTelegramActive
FridayWeek Close — THE BIG ONE. Week + YTD, asset classes, treasuries, full scorecardEmail + TelegramActive
SaturdayMauldin TFTF + All-In Podcast + Rational Optimist SocietyTelegramActive
Monthly (1st)Top 10 Portfolio vs World — side by sideEmail + TelegramPending
DailyQuant Model Trade Report — both models, pre/post executionEmail + DashboardActive
🏆 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
$1,120,326
Final NAV
+12.03%
YTD Return
1.63
Sharpe Ratio
1.98
Sortino
-10.06%
Max Drawdown
57.0%
Win Rate

📈 Passive Portfolio — Daily NAV

📊 Cumulative Return (%)

📊 Daily Returns (%)

🎯 Category Allocation

📋 Passive Portfolio — Full Stats Scorecard

MetricPassive Portfoliovs 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 Ratio1.63
Sortino Ratio1.98
Max Drawdown-10.06%
Calmar Ratio1.20
Win Rate57.0%
Best Day+3.70%
Worst Day-4.22%
Trading Days87
Positive Days49
Negative Days37
Avg Daily Return0.1417%
Daily Volatility1.3771%
# Positions19

🏆 Passive Portfolio — All 19 Holdings

TickerNameCategoryPriceYTD %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
#TickerPortfolioPriceYTD
🥇 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
#TickerSectorYTD
🥇 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
📄 Wednesday Apr 1wednesday-2026-04-01.pdf 📄 Thursday Apr 2thursday-2026-04-02.pdf 📄 Friday Apr 3friday-2026-04-03.pdf 📄 Saturday Apr 4saturday-2026-04-04.pdf 📄 Sunday Barron's Apr 5sunday-barrons-2026-04-05.pdf 📄 Monday Apr 6monday-2026-04-06.pdf 📄 Tuesday Apr 7tuesday-2026-04-07.pdf 📄 Wednesday Apr 8wednesday-2026-04-08.pdf 📄 Bilello Week in Charts Apr 8bilello-week-in-charts-2026-04-08.pdf 📄 Thursday Apr 9thursday-2026-04-09.pdf 📄 Ocala Property Report Apr 3ocala-report-2026-04-03.pdf 📄 Treasury Report Apr 3treasury-report-2026-04-03.pdf
38 picks tracked across 6 sources • Returns calculated from recommendation date • Updated weekly

🏆 Top 10 Best Picks — All Sources

#TickerSourceReturn
🥇XOMBarron's Top 10+46.2%
🥈MSGSBarron's Top 10+30.9%
🥉BMYBarron's Top 10+9.1%
4CMCSABarron's Top 10+8.4%
5ARMAll-In Podcast+6.8%
6TLNRational Optimist+2.2%
7UPSBarron's Weekly0.0%
8COFBarron's Weekly0.0%
9CBBarron's Weekly0.0%
10GLDMauldin0.0%

💀 Bottom 10 Worst Picks — All Sources

#TickerSourceReturn
💀FLUTBarron's Top 10-54.3%
💀VITLBahnsen-35.3%
💀SLGBarron's Top 10-22.5%
4DISBarron's Top 10-16.4%
5VMETKatusa-15.9%
6OKLORational Optimist-15.9%
7RGLDKatusa-15.1%
8WPMKatusa-15.1%
9VBarron's Top 10-14.6%
10SMRRational 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)
SourcePicksWinnersLosersHit RateAvg ReturnBest PickWorst Pick
📰 Barron's Top 10 1046 40% -2.2% XOM +46.2%FLUT -54.3%
📰 Barron's Weekly 500 NEW 0.0% Too newToo new
💼 Bahnsen 505 0% -11.5% ACN -1.3%VITL -35.3%
📈 Mauldin 400 NEW 0.0% Too newToo new
⛏️ Katusa 404 0% -14.0% FNV -9.8%VMET -15.9%
🚀 Rational Optimist 514 20% -6.6% TLN +2.2%OKLO -15.9%
🎙️ All-In Podcast 512 33% -1.5% ARM +6.8%CRWV -9.9%

📰 Barron's Top 10 (Dec '25)

TickerEntryNowReturn
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)

TickerEntryNowReturn
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)

TickerEntryNowReturn
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

TickerEntryNowReturn
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

TickerEntryNowReturn
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

TickerCompanySourcesCategoryReturn
XOMExxon MobilBarron's + BahnsenEnergy+46.2%
AMZNAmazonBarron's + Rational OptimistTech-10.4%
NVDANVIDIAAll-In + Rational OptimistAI/Chips-4.4%
METAMetaAll-In + Rational OptimistTech0.0%
ACNAccentureBahnsen + Barron'sTech-1.3%
GLDGoldMauldin + KatusaCommodities0.0%
CVXChevronBarron's + BahnsenEnergy—
📊 Recommendation Tracker • 38 picks from 6 sources • Updated weekly (Sundays) • Archive: data/recommendation-tracker.md
💰 Project Cashflow 2M — Leveraged Income Model • Last updated: 2026-04-17T20:22:32Z • Updated weekly (Fridays)
TOTAL DEPLOYED
$25.0M
$12M equity + $13M borrowed
GROSS INCOME
$2.88M
11.5% blended yield
INTEREST COST
−$0.68M
5.2% avg across 3 lenders
FREE CASH FLOW
$2.20M
$183,498/month
ROE / LTV
18.3%
52% LTV · 3 lenders

🏦 Lending Facilities — $13M Borrowed

InstitutionTypeDrawnRateAnnual CostCollateralLTV
Charles SchwabPledged Asset Line $5,500,000SOFR+1.25% (5.5%) $302,500CBS Trust Treasuries ($57.8M) 9.5%
Interactive BrokersPortfolio Margin $4,500,000BM+0.75% (4.5%) $202,500Deployed portfolio 43%
JPMorganSecurities-Based Line $3,000,000SOFR+1.5% (5.75%) $172,500JPM accounts + cross-collateral 30%
TOTAL $13,000,000 5.2% avg $677,500

📊 Sleeve Allocation

28%
22%
15%
12%
13%
10%
💼 BDC Powerhouse
$7.0M · 11.5% yield
$736,043/yr
📊 Covered Call / Options
$5.5M · 18.0% yield
$1,196,493/yr
🏦 CEFs & Preferreds
$3.7M · 10.0% yield
$362,808/yr
⛽ MLPs & Energy
$3.0M · 8.5% yield
$236,089/yr
🏠 High-Yield REITs
$3.2M · 9.0% yield
$326,295/yr
🚀 Growth & Compounding
$2.5M · 2.0% yield
$21,748/yr

💼 BDC Powerhouse (28%)

Value
$7.00M
Annual Income
$736,043
Yield
10.5%
TickerSharesPriceValueDayYieldIncome/yr
ARCC77,390$18.09$1,399,985+2.0%9.2%$128,799
MAIN19,950$52.63$1,049,969+1.4%6.8%$71,398
HTGC70,469$14.90$1,049,988+2.3%10.5%$110,249
OBDC96,685$10.86$1,049,999+0.9%11.2%$117,600
BXSL44,173$23.77$1,049,992+1.9%11.0%$115,499
TPVG137,524$5.09$699,997+3.9%14.5%$101,500
GSBD77,519$9.03$699,997+3.1%13.0%$91,000

📊 Covered Call / Options (22%)

Value
$5.50M
Annual Income
$1,196,493
Yield
21.8%
TickerSharesPriceValueDayYieldIncome/yr
JEPQ24,734$55.59$1,374,963+0.1%9.5%$130,621
JEPI14,614$56.45$824,960+0.1%7.2%$59,397
NVDY42,242$13.02$549,991-0.4%35.0%$192,497
TSLY18,958$29.01$549,972-4.9%45.0%$247,487
MSTY13,540$20.31$274,997-3.3%80.0%$219,998
CONY10,725$25.64$274,989-2.0%60.0%$164,993
QYLD47,715$17.29$824,992+0.2%12.0%$98,999
XYLD20,955$39.37$824,998+0.2%10.0%$82,500

🏦 CEFs & Preferreds (15%)

Value
$3.75M
Annual Income
$362,808
Yield
9.7%
TickerSharesPriceValueDayYieldIncome/yr
PDI43,029$17.43$749,995+0.1%13.3%$99,749
PTY46,182$12.18$562,497-0.2%9.5%$53,437
UTG14,122$39.83$562,479+0.2%7.5%$42,186
GOF50,313$11.18$562,499-0.2%14.3%$80,437
PFF24,646$30.43$749,978+0.2%6.5%$48,749
PFFD30,537$18.42$562,492+0.2%6.8%$38,249

⛽ MLPs & Energy (12%)

Value
$3.00M
Annual Income
$236,089
Yield
7.9%
TickerSharesPriceValueDayYieldIncome/yr
ET31,695$18.93$599,986-0.5%8.0%$47,999
EPD15,970$37.57$599,993+0.4%7.2%$43,199
MPLX8,050$55.90$449,995-0.0%8.2%$36,900
WES10,932$41.16$449,961+1.0%9.0%$40,497
HESM11,594$38.81$449,963+1.8%7.5%$33,747
AMLP8,592$52.37$449,963+0.5%7.5%$33,747

🏠 High-Yield REITs (13%)

Value
$3.25M
Annual Income
$326,295
Yield
10.0%
TickerSharesPriceValueDayYieldIncome/yr
AGNC64,039$10.15$649,996+1.3%15.0%$97,499
NLY22,812$21.37$487,492+1.1%13.0%$63,374
O7,836$62.21$487,478+0.5%5.8%$28,273
MRP 🆕17,644$27.63$487,443-2.3%11.0%$53,619
STAG8,891$36.55$324,967+0.9%4.2%$13,649
ABR65,000$7.50$487,500-0.1%12.5%$60,938
RITM50,623$9.63$487,499+1.7%9.5%$46,312

🚀 Growth & Compounding (10%)

Value
$2.50M
Annual Income
$21,748
Yield
0.9%
TickerSharesPriceValueDayYieldIncome/yr
QQQ1,068$584.98$624,759+0.1%0.6%$3,749
SCHD16,361$30.56$499,992+0.2%3.5%$17,500
BRK-B785$477.35$374,720-0.2%0.0%$0
NVDA1,409$177.39$249,943+0.9%0.0%$0
PLTR841$148.46$124,855+1.3%0.0%$0
CCJ2,220$112.57$249,905+1.3%0.2%$500
GLD873$429.41$374,875-1.9%0.0%$0

💰 Income Waterfall — Annual Cash Flow

💼 BDC Powerhouse
$736,043
26% of gross
📊 Covered Call / Options
$1,196,493
42% of gross
🏦 CEFs & Preferreds
$362,808
13% of gross
⛽ MLPs & Energy
$236,089
8% of gross
🏠 High-Yield REITs
$326,295
11% of gross
🚀 Growth & Compounding
$21,748
1% of gross
GROSS INCOME
$2,879,477
$239,956/month
INTEREST COST
−$677,500
−$56,458/month
★ FREE CASH FLOW ★
$2,201,977
$183,498/month

📈 5-Year Projection (15% reinvestment + growth appreciation)

YearDeployedGross IncomeInterestFCFMonthlyCumulative FCF
0 (Now)$25.0M$2.88M$0.68M$2.20M$183K$2.20M
1$25.6M$2.95M$0.68M$2.27M$189K$4.47M
2$26.3M$3.02M$0.68M$2.35M$196K$6.82M
3$27.0M$3.10M$0.68M$2.42M$202K$9.24M
4$27.7M$3.18M$0.68M$2.50M$208K$11.74M
5$28.4M$3.27M$0.68M$2.59M$216K$14.33M
Key: By Year 3, FCF crosses $2.4M → can reduce leverage while maintaining $2M target. By Year 5, cumulative cash generated: $14.3M. Growth sleeve compounds separately at ~12%/yr.

🔄 Hybrid Model — Clean Substitutes

Swap serial dividend cutters for clean alternatives • Keep proven growers despite drawdowns • Updated Apr 5, 2026
SleeveOUTYieldMax DDCutsWorst CutINYieldMax DDCuts
BDCTPVG19.8%-82%42025: -23%QQQI14.2%-20%0 ✅
GSBD15.8%-63%1GFC eraSPYI11.8%-17%0 ✅
OptionsQYLD11.6%-25%62016: -18%QQQI14.2%-20%0 ✅
XYLD10.6%-34%42016: -28%SPYI11.8%-17%0 ✅
MSTY299.6%-72%1NAV erosionSVOL21.2%-34%1
CONY212.1%-64%1NAV erosionFTHI8.7%-33%1
CEFsPTY11.7%-62%72014: -35%PAXS12.4%-23%0 ✅
PFF6.2%-66%52011: -13%BINC5.5%-3%0 ✅
UTG6.0%-68%42017: -31%DIVO4.9%-30%2
MLPsAMLP7.6%-78%52015: -22%FTHI8.7%-33%1
WES8.8%-94%32020: -37%DIVO4.9%-30%2
REITsAGNC14.2%-55%9$5.60→$1.44PAXS12.4%-23%0 ✅
NLY13.1%-60%11$10.60→$2.60SPYI11.8%-17%0 ✅
ABR16.0%-98%3No div 09-11QQQI14.2%-20%0 ✅
RITM10.4%-81%1COVID -81%SVOL21.2%-34%1
🏆 KEEPERS — Proven Growers
EPD — 27yr consecutive growth, 0 cuts (since 1998) 👑
SCHD — 14yr consecutive growth, 0 cuts
HESM — 8yr consecutive growth, 0 cuts
MAIN — 5yr consecutive, 2 cuts (GFC + COVID only)
ET — 4yr consecutive, 2 cuts (recovered strong)
MPLX — 3yr consecutive, 1 cut (COVID)
JEPQ — 3yr growth, 0 cuts, -20% max DD ✅
MRP — 0 cuts, -21% max DD, 11% yield ✅
GOF — 0 cuts ever, 19.6% yield (kept despite -55% DD)
⚠️ Caveat — New Fund Risk
QQQI — Since Jan 2024 (1.2yr) — untested in bear market
SPYI — Since Aug 2022 (3.6yr) — survived 2022 well
PAXS — Since Jan 2022 (4.2yr) — PIMCO managed
SVOL — Since May 2021 (4.9yr) — vol selling risk in crash
BINC — Since May 2023 (2.9yr) — BlackRock, ultra-safe
FTHI — Since Jan 2014 (12.2yr) — survived COVID ✅
DIVO — Since Dec 2016 (9.3yr) — survived COVID ✅

Clean records may reflect bull market, not resilience.
EPD with -59% DD and 0 cuts > QQQI with -20% DD and 0 cuts
Battle-tested beats untested.

⚠️ Risk Management

🔴 Stress Scenarios
2008-style crash (−50%): FCF → $1.2M, LTV → 72%
Rate spike (+200bps): Interest +$260K, FCF → $1.9M (BDCs offset)
Dividend cuts (−20%): FCF → $1.7M — trim growth sleeve
Stagflation: MLPs + BDCs benefit (floating rate + energy)
🟢 Safety Features
Schwab PAL: Backed by $57.8M Treasuries (9.5% LTV)
BDC income: 85% floating rate — rises with rates
3 lenders: No single-institution concentration
52% LTV: Portfolio drops 45% before 80% LTV trigger
MLP contracts: 90% fee-based, inflation-protected

📊 Performance & Risk Analytics — All Holdings

Returns, max drawdown, and dividend history for every position • Updated Apr 5, 2026
💼 BDC Powerhouse
TickerPriceYield1D1M6M1Y2Y5YMax DDDD 2YDiv GrowthCuts
ARCC$18.0910.6%+2.0%-2.1%-6.7%-11.3%+6.0%+52.7%-79%-19%10yr1
MAIN$52.635.9%+1.4%-7.8%-14.7%-1.6%+30.2%+93.0%-64%-21%5yr ✅2
HTGC$14.912.6%+2.3%+2.0%-15.8%-12.8%-0.3%+57.0%-68%-28%12yr1
OBDC$10.8613.9%+0.9%-2.5%-9.1%-17.1%-10.9%+34.0%-56%-24%4yr2
BXSL$23.7713.0%+1.9%+1.6%-4.9%-17.9%-3.9%N/A-37%-24%3yr0 ✅
TPVG$5.0919.8%+3.9%+1.0%-4.3%-13.7%-23.7%-30.9%-82%-35%5yr4 ⚠️
GSBD$9.0315.8%+3.1%+2.5%-3.7%-7.5%-17.9%-12.4%-63%-30%3yr1
📊 Covered Call / Options
TickerPriceYield1D1M6M1Y2Y5YMax DDDD 2YDiv GrowthCuts
JEPQ$55.5910.6%+0.1%-2.5%+2.4%+19.7%+28.8%N/A-20%-20%3yr ✅0 ✅
JEPI$56.457.9%+0.1%-4.2%+3.3%+7.7%+15.7%+49.2%-14%-13%3yr2
NVDY$13.0273.2%+0.5%-0.3%+1.0%+53.8%+75.4%N/A-34%-34%1yr1
TSLY$29.0194.8%-4.1%-6.7%-7.6%+37.3%+71.0%N/A-50%-50%—2
MSTY$20.31299.6%-1.8%-9.2%-58.0%-54.0%-26.1%N/A-72%-72%—1
CONY$25.64212.1%-0.6%-5.0%-49.7%-25.4%-42.7%N/A-64%-64%1yr1
QYLD$17.2911.6%+0.2%-0.9%+7.6%+16.1%+23.5%+40.7%-25%-19%5yr6 🚨
XYLD$39.3710.6%+0.1%-2.4%+5.7%+10.8%+21.5%+40.8%-34%-16%8yr4 ⚠️
🏦 CEFs & Preferreds
TickerPriceYield1D1M6M1Y2Y5YMax DDDD 2YDiv GrowthCuts
PDI$17.4315.2%+0.1%-2.0%-5.6%+1.1%+18.2%+21.6%-46%-14%5yr4 ⚠️
PTY$12.1811.7%-0.2%-4.1%-10.7%-6.7%+0.4%+10.7%-62%-15%9yr7 🚨
UTG$39.836.0%+0.1%-4.7%+2.8%+28.5%+69.8%+71.8%-68%-15%13yr4 ⚠️
GOF$11.1819.6%-0.2%-4.8%-19.1%-16.2%+5.0%+5.3%-55%-23%4yr0 ✅
PFF$30.436.2%+0.2%-2.8%-1.7%+5.3%+7.6%+6.1%-66%-11%7yr5 🚨
PFFD$18.426.2%+0.2%-3.5%-2.6%+3.4%+4.9%-1.9%-31%-11%1yr0 ✅
⛽ MLPs & Energy
TickerPriceYield1D1M6M1Y2Y5YMax DDDD 2YDiv GrowthCuts
ET$18.937.0%-0.5%-0.9%+16.3%+8.0%+39.5%+257.4%-88%-25%4yr ✅2
EPD$37.575.8%+0.4%+1.8%+23.7%+18.2%+45.0%+142.8%-59%-15%27yr 🏆0 ✅
MPLX$55.97.7%-0.0%-5.5%+17.6%+12.2%+56.3%+235.3%-86%-15%3yr ✅1
WES$41.168.8%+1.0%-2.2%+10.8%+8.6%+37.7%+225.7%-94%-17%4yr ✅3 ⚠️
HESM$38.817.6%+1.8%-1.7%+18.1%-1.9%+25.6%+143.3%-75%-26%8yr ✅0 ✅
AMLP$52.377.6%+0.5%-0.6%+17.1%+8.1%+28.8%+151.5%-78%-14%4yr ✅5 🚨
🏠 High-Yield REITs
TickerPriceYield1D1M6M1Y2Y5YMax DDDD 2YDiv GrowthCuts
AGNC$10.1514.2%+1.3%-7.8%+8.5%+23.7%+40.1%+17.0%-55%-21%2yr9 🚨
NLY$21.3713.1%+1.1%-4.8%+10.1%+21.6%+45.1%+19.4%-60%-18%10yr11 🚨
O$62.215.2%+0.5%-7.5%+6.4%+15.1%+31.5%+27.1%-48%-19%26yr2
MRP$27.6311.0%-0.4%-8.4%-9.8%+16.9%N/AN/A-21%-21%—0 ✅
STAG$36.554.2%+0.9%-7.0%+3.9%+5.3%+6.6%+29.8%-45%-25%6yr0 ✅
ABR$7.516.0%-0.1%-9.5%-35.3%-27.9%-25.7%-19.2%-98%-47%14yr3 ⚠️
RITM$9.6310.4%+1.7%-4.6%-11.8%-10.8%+4.3%+37.2%-81%-27%7yr1
🚀 Growth & Compounding
TickerPriceYield1D1M6M1Y2Y5YMax DDDD 2YDiv GrowthCuts
QQQ$584.9846.0%+0.1%-3.7%-3.2%+23.4%+34.1%+85.7%-83%-23%16yr3 ⚠️
SCHD$30.563.3%+0.2%-3.3%+13.9%+13.9%+24.0%+49.4%-33%-16%14yr 🏆0 ✅
BRK-B$477.350%-0.2%-0.6%-3.7%-11.2%+13.9%+84.9%-54%-15%—0 ✅
NVDA$177.392.0%+0.9%-2.8%-6.1%+60.7%+98.4%+1187.6%-90%-37%9yr0 ✅
PLTR$148.460%+1.3%+2.3%-20.6%+69.8%+553.4%+543.5%-85%-41%—0 ✅
CCJ$112.5715.0%+1.3%-10.5%+34.0%+165.6%+137.0%+560.7%-88%-40%16yr4 ⚠️
GLD$429.410%-1.9%-12.4%+21.0%+49.0%+103.6%+165.1%-46%-19%—0 ✅
🏆 Dividend Champions (Never Cut)
EPD: 27yr consecutive growth
SCHD: 14yr consecutive growth
HESM: 8yr consecutive growth
JEPQ: 3yr consecutive growth
NVDA: 2yr consecutive growth
🚨 Dividend Risk Flags
NLY: 11 cuts in history
AGNC: 9 cuts in history
PTY: 7 cuts in history
QYLD: 6 cuts in history
PFF: 5 cuts in history
AMLP: 5 cuts in history
TPVG: 4 cuts in history
XYLD: 4 cuts in history
Last updated: 2026-04-17T20:22:32Z • Data from 358 tickers + 38 recommendations • Powered by OpenClaw Quant Engine