John Gorlow Portfolio
Invests via Cardiff Park Advisors LLC | Managed by John Gorlow
Invests via Cardiff Park Advisors LLC
Managed by John Gorlow
Automatically Tracked
John Gorlow Profile
John Gorlow is a prominent entrepreneur recognized for his innovative approach in the technology sector. With a solid background in software development and business management, he has successfully founded and scaled multiple startups that focus on leveraging cutting-edge technologies to drive efficiency and enhance user experience. His role as a visionary leader places him at the forefront of technological advancement, where he navigates complex market dynamics to achieve sustainable growth. Additionally, Gorlow's insight into emerging trends makes him an influential figure within entrepreneurial circles, often sought after for his expertise in product innovation and market strategy.
John Gorlow is a prominent entrepreneur recognized for his innovative approach in the technology sector. With a solid background in software development and business management, he has successfully founded and scaled multiple startups that focus on leveraging cutting-edge technologies to drive efficiency and enhance user experience. His role as a visionary leader places him at the forefront of technological advancement, where he navigates complex market dynamics to achieve sustainable growth. Additionally, Gorlow's insight into emerging trends makes him an influential figure within entrepreneurial circles, often sought after for his expertise in product innovation and market strategy.
Investment Philosophy & Strategy
In the fast-evolving technology landscape, John Gorlow embodies an entrepreneurial mindset that champions innovation and scalability. His unique ability to identify disruptive opportunities drives strategic decisions centered on leveraging emerging technologies for enhanced user engagement. Through his ventures, he emphasizes operational excellence and customer-centric solutions, effectively navigating competitive challenges while fostering a culture of agility and growth. His leadership is marked by a commitment to pioneering advancements in software development, translating technical insights into tangible market value.
In the fast-evolving technology landscape, John Gorlow embodies an entrepreneurial mindset that champions innovation and scalability. His unique ability to identify disruptive opportunities drives strategic decisions centered on leveraging emerging technologies for enhanced user engagement. Through his ventures, he emphasizes operational excellence and customer-centric solutions, effectively navigating competitive challenges while fostering a culture of agility and growth. His leadership is marked by a commitment to pioneering advancements in software development, translating technical insights into tangible market value.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
94.11%
Gain -1.67%
Monthly
1.12%
Yearly
14.32%
Drawdown
22.06%
$1.38B
Equity
Holdings
$1.38B
Investment
$938.45M
$539.28M
Profit -$16.32M
Realized
$96.79M
Unrealized
$442.49M
Dividends
$70.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.67%
Profit
-$16.32M
Win %
80%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$10.61M
Win %
80%
This Month
Compared to last month
Gain
-0.78%
Profit
-$10.84M
Win %
80%
This Year
Compared to last year
Gain
10.58%
Profit
$132.12M
Win %
80%
BABA Alibaba Group Holding Limited SP ADR
+4.73%
+$12,484.19 
TER Teradyne, Inc.
+4.23%
+$205,226.91 
AMD Advanced Micro Devices, Inc.
+3.58%
+$184,655.56 
BSOL Bitwise Solana Staking Exchange Traded Product
+3.42%
+$7,000 
INTC Intel Corporation
+3.3%
+$68,521.08 
ELV Elevance Health, Inc.
+3.18%
+$13,259.48 
MSTR Strategy Inc.
+3.12%
+$9,560.8 
ETHA iShares Ethereum Trust
+2.98%
+$4,443.4 
FXI iShares China Large-Cap ETF
+2.83%
+$336.79 
MU Micron Technology, Inc.
+2.8%
+$75,897.32 
KLIC Kulicke & Soffa Industries, Inc.
+2.69%
+$65,500 
PLTR Palantir Technologies Inc.
+2.6%
+$37,915.68 
MCHI iShares MSCI China ETF
+2.51%
+$2,253.02 
AVGO Broadcom Inc.
+2.24%
+$33,743.21 
PDD PDD Holdings Inc. American Depositary Shares
+2%
+$7,676.86 
SHOP Shopify Inc.
+1.97%
+$21,002.49 
MSFT Microsoft Corp.
+1.71%
+$160,434.78 
CRM Salesforce Inc
+1.68%
+$3,214.64 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.65%
+$5,251.36 
IBIT iShares Bitcoin Trust
+1.61%
+$19,072.76 
MPC Marathon Petroleum Corporation
+1.6%
+$11,550 
GOOG Alphabet Inc
+1.53%
+$240,574.86 
EPD Enterprise Products Partners L.P.
+1.47%
+$4,831.68 
GOOGL Alphabet Inc
+1.46%
+$163,208.37 
OXY-WT Occidental Petroleum Corporation
+1.46%
+$39.84 
TWLO Twilio Inc.
+1.44%
+$6,456.78 
PSX Phillips 66
+1.42%
+$4,080.72 
NOC Northrop Grumman Corporation
+1.39%
+$9,321.01 
LNG Cheniere Energy Inc.
+1.33%
+$4,637.51 
KMI Kinder Morgan, Inc.
+1.32%
+$2,892.12 
SOXQ Invesco PHLX Semiconductor ETF
+1.22%
+$36.96 
CVX Chevron Corporation
+1.19%
+$45,216.65 
SOXX iShares Semiconductor ETF
+1.18%
+$3,703.93 
SCHW Charles Schwab Corporation
+1.05%
+$2,479.19 
PGR Progressive Corporation
+1.04%
+$8,430.45 
OXY Occidental Petroleum Corporation
+0.93%
+$2,508.69 
AMLP Alerian MLP ETF
+0.93%
+$2,923 
XOM Exxon Mobil Corporation
+0.9%
+$46,617.83 
ABT Abbott Laboratories
+0.89%
+$4,075.2 
XLE Energy Select Sector SPDR Fund
+0.83%
+$13,332 
VDE Vanguard Energy ETF
+0.83%
+$1,003.05 
SMH VanEck Semiconductor ETF
+0.83%
+$5,891.55 
IGM iShares Expanded Tech Sector ETF
+0.81%
+$83.42 
IGV iShares Expanded Tech-Software Sector ETF
+0.79%
+$147 
INTU Intuit Inc.
+0.79%
+$2,842.07 
IBM International Business Machines Corporation
+0.79%
+$5,503.71 
AMZN Amazon.com Inc
+0.77%
+$82,603.68 
SLV iShares Silver Trust
+0.76%
+$5,571.34 
OKLO Oklo Inc.
+0.75%
+$69,238.5 
PALL abrdn Physical Palladium Shares ETF
+0.7%
+$1,792.8 
TXN Texas Instruments Inc
+0.65%
+$2,014.64 
V Visa Inc. Class A
+0.64%
+$6,270.02 
RTX RTX Corporation
+0.64%
+$4,469.82 
COPX Global X Copper Miners ETF
+0.63%
+$86.48 
XAR SPDR S&P Aerospace & Defense ETF
+0.6%
+$155.5 
CWB SPDR Bloomberg Convertible Securities ETF
+0.59%
+$2,400 
EEM iShares MSCI Emerging Markets ETF
+0.58%
+$8,149.62 
XLK State Street Technology Select Sector SPDR ETF
+0.55%
+$631.47 
T AT&T Inc.
+0.55%
+$1,631.2 
MA Mastercard Incorporated
+0.53%
+$3,650.61 
GD General Dynamics Corporation
+0.52%
+$1,192.74 
TJX The TJX Companies, Inc.
+0.52%
+$1,367.28 
VGT Vanguard Information Technology ETF
+0.52%
+$13,036.64 
DUK Duke Energy Corporation
+0.5%
+$1,435.92 
ACN Accenture plc Class A
+0.48%
+$766.58 
EFR Eaton Vance Senior Floating-Rate Trust
+0.47%
+$994.15 
IEMG iShares Core MSCI Emerging Markets ETF
+0.44%
+$691.22 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.44%
+$1,059.05 
HON Honeywell International Inc.
+0.42%
+$995.93 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$35,942.27 
QQQM Invesco NASDAQ 100 ETF
+0.41%
+$1,046.17 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.38%
+$1,272.96 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$2,593.11 
CAMT Camtek Ltd.
+0.36%
+$2,600 
META Meta Platforms Inc Class A
+0.35%
+$416,754.29 
SCHE Schwab Emerging Markets Equity ETF
+0.35%
+$395.87 
INVZ Innoviz Technologies Ltd.
+0.35%
+$31.5 
FANG Diamondback Energy Inc
+0.34%
+$736.56 
PWB Invesco Large Cap Growth ETF
+0.31%
+$1,584.03 
ETN Eaton Corporation plc
+0.31%
+$851.88 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
+0.31%
+$115 
IWF iShares Russell 1000 Growth ETF
+0.3%
+$6,441.12 
OKE ONEOK, Inc.
+0.29%
+$775.17 
NVDA NVIDIA Corporation
+0.26%
+$26,633 
MMM 3M Company
+0.25%
+$888.4 
VUG Vanguard Growth ETF
+0.22%
+$25,795.92 
AVEM Avantis Emerging Markets Equity ETF
+0.19%
+$26,595.31 
MGK Vanguard Mega Cap Growth ETF
+0.19%
+$103.95 
EWJ iShares MSCI Japan ETF
+0.18%
+$4.95 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$908.42 
VWO Vanguard FTSE Emerging Markets ETF
+0.17%
+$20,396.7 
VVR Invesco Senior Income Trust
+0.17%
+$875 
VPL Vanguard FTSE Pacific ETF
+0.15%
+$6,794.86 
KO The Coca-Cola Company
+0.14%
+$867.11 
DFAE Dimensional Emerging Core Equity Market ETF
+0.12%
+$3,048.7 
LMT Lockheed Martin Corporation
+0.11%
+$251.14 
NTSE WisdomTree Emerging Markets Efficient Core Fund
+0.09%
+$70.9 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.05%
+$141.72 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$346.6 
BRK-A Berkshire Hathaway Inc.
+0.04%
+$1,894.08 
IPAC iShares Core MSCI Pacific ETF
+0.04%
+$38.73 
CEF Sprott Physical Gold and Silver Trust
+0.03%
+$329.8 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.02%
+$71.06 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$76.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$83.55 
USMV iShares MSCI USA Min Vol Factor ETF
+0.02%
+$158.03 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.01%
+$73.92 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.01%
+$28.5 
QCOM QUALCOMM Incorporated
+0.01%
+$220.32 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.01%
+$123 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$114.22 
IAK iShares U.S. Insurance ETF
+0.01%
+$35 
SHV iShares Short Treasury Bond ETF
+0.01%
+$0.67 
ESGV Vanguard ESG U.S. Stock ETF
0%
+$0.25 
NYM
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NXTC NextCure, Inc.
-8.18%
-$10,698.17 
CSL Carlisle Companies Inc.
-4.78%
-$17,874.64 
ARES Ares Management Corporation
-3.29%
-$2,696.02 
ORCL Oracle Corporation
-2.95%
-$18,329.22 
URI United Rentals, Inc.
-2.82%
-$44,280 
BX Blackstone Inc.
-2.77%
-$13,541.58 
GSK GSK plc Sponsored ADR
-2.72%
-$9,193.2 
TSLA Tesla, Inc.
-2.52%
-$73,698.59 
EMR Emerson Electric Co.
-2.49%
-$8,532.96 
LOW Lowe's Companies Inc.
-2.23%
-$16,977.15 
DOV Dover Corporation
-2.12%
-$14,309.75 
GWW W.W. Grainger, Inc.
-2.1%
-$19,718.93 
AAPL Apple Inc.
-2.09%
-$757,670.93 
MRK Merck & Co., Inc.
-2.08%
-$12,020.4 
DE Deere & Company
-2.05%
-$18,142.24 
LLY Eli Lilly and Company
-2.04%
-$20,065.08 
NFLX Netflix, Inc.
-1.99%
-$48,680.21 
SQ Block, Inc.
-1.94%
-$6,263.12 
HD The Home Depot, Inc.
-1.92%
-$10,442.04 
CAT Caterpillar Inc.
-1.9%
-$30,624.48 
UNP Union Pacific Corporation
-1.89%
-$9,313.01 
TRNS Transcat Inc.
-1.71%
-$58,646.16 
PEP PepsiCo, Inc.
-1.68%
-$9,353.69 
WMT Walmart Inc.
-1.66%
-$19,611.8 
GBDC Golub Capital BDC, Inc.
-1.65%
-$2,150 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.46%
-$1,215.03 
JNJ Johnson & Johnson
-1.43%
-$38,357.7 
ARCC Ares Capital Corporation
-1.36%
-$6,425.12 
DIS The Walt Disney Company
-1.35%
-$3,002.14 
AME Ametek Inc.
-1.34%
-$10,732.5 
PNC The PNC Financial Services Group, Inc.
-1.34%
-$7,000.35 
FERG Ferguson Enterprises Inc
-1.23%
-$3,394.82 
WFC Wells Fargo & Company
-1.22%
-$6,582.64 
NEE NextEra Energy, Inc.
-1.15%
-$5,896.62 
KRE SPDR S&P Regional Banking ETF
-1.13%
-$2,818.17 
PHO Invesco Water Resources ETF
-1.11%
-$154 
SNA Snap-on Inc.
-1.1%
-$10,721.44 
CMI Cummins Inc.
-1.05%
-$7,383.45 
IBB iShares Biotechnology ETF
-1.05%
-$73.45 
IAT iShares U.S. Regional Banks ETF
-1.04%
-$1,646.19 
BBCA JPMorgan BetaBuilders Canada ETF
-1.03%
-$36.04 
VAW Vanguard Materials ETF
-1.03%
-$1,180.41 
AVEE Avantis Emerging Markets Small Cap Equity ETF
-1.02%
-$3,493.38 
NET Cloudflare Inc.
-0.98%
-$4,703.35 
AON Aon plc
-0.97%
-$4,532.27 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.97%
-$41,746.64 
PG Procter & Gamble Co
-0.96%
-$10,877.96 
AVES Avantis Emerging Markets Value ETF
-0.95%
-$1,635 
IEUR iShares Core MSCI Europe ETF
-0.94%
-$1,554.19 
ILMN Illumina, Inc.
-0.93%
-$10,694.34 
BAC Bank of America Corporation
-0.92%
-$3,171.34 
DHR Danaher Corporation
-0.92%
-$2,205.24 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.92%
-$280.12 
ADBE Adobe Inc.
-0.9%
-$1,786.99 
IWC iShares Micro-Cap ETF
-0.89%
-$4,727.97 
VGK Vanguard FTSE Europe ETF
-0.89%
-$48,672.36 
BBH VanEck Biotech ETF
-0.88%
-$62.83 
VHT Vanguard Health Care ETF
-0.87%
-$10,997.5 
IYH iShares U.S. Healthcare ETF
-0.87%
-$2,827.87 
SBUX Starbucks Corporation
-0.86%
-$3,642.73 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.86%
-$11,277.37 
VIS Vanguard Industrials ETF
-0.84%
-$483.89 
XLV Health Care Select Sector SPDR Fund
-0.83%
-$643.2 
MCK McKesson Corporation
-0.81%
-$1,710.57 
TLT iShares 20+ Year Treasury Bond ETF
-0.78%
-$2,366.76 
JPM JPMorgan Chase & Co.
-0.77%
-$12,695.81 
COST Costco Wholesale Corporation
-0.77%
-$8,552.33 
IRT Independence Realty Trust Inc.
-0.72%
-$1,516.68 
SPLV Invesco S&P 500 Low Volatility ETF
-0.71%
-$5,465.26 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.7%
-$244.88 
DFAT Dimensional US Targeted Value ETF
-0.69%
-$155,444.66 
DFIV Dimensional International Value ETF
-0.68%
-$89,927.76 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.68%
-$79,323.75 
YUM Yum! Brands, Inc.
-0.68%
-$2,043 
EFG iShares MSCI EAFE Growth ETF
-0.68%
-$9,101.16 
INDA ISHARES MSCI INDIA ETF
-0.66%
-$120.25 
NTSI WisdomTree International Efficient Core Fund
-0.66%
-$881.17 
VNQ Vanguard Real Estate ETF
-0.66%
-$85,440.3 
SLB Schlumberger Limited
-0.65%
-$1,615.28 
XLU Utilities Select Sector SPDR Fund
-0.64%
-$1,775.41 
DFSV Dimensional US Small Cap Value ETF
-0.63%
-$96,778.5 
DVY iShares Select Dividend ETF
-0.62%
-$2,684.36 
URA Global X Uranium ETF
-0.62%
-$2,604 
VPU Vanguard Utilities ETF
-0.62%
-$550.68 
VIG Vanguard Dividend Appreciation ETF
-0.61%
-$31,315.54 
AOS A. O. Smith Corporation
-0.61%
-$3,166.2 
AVIV Avantis International Large Cap Value ETF
-0.61%
-$5,310.24 
EFA iShares MSCI EAFE ETF
-0.61%
-$45,525.69 
XLP Consumer Staples Select Sector SPDR Fund
-0.6%
-$28.32 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$21,744.73 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.59%
-$581.75 
XLRE The Real Estate Select Sector SPDR Fund
-0.58%
-$19,766.62 
AVDE Avantis International Equity ETF
-0.58%
-$167,520.6 
AVRE Avantis Real Estate ETF
-0.58%
-$14,145.69 
VDC VANGUARD CONSUMER STAPLES ETF
-0.58%
-$1,219.4 
EFV iShares MSCI EAFE Value ETF
-0.58%
-$2,397.39 
DGRO iShares Core Dividend Growth ETF
-0.58%
-$887.33 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.57%
-$116.44 
DFAR Dimensional US Real Estate ETF
-0.57%
-$3,407.52 
SDY SPDR S&P Dividend ETF
-0.57%
-$250.46 
VYMI Vanguard International High Dividend Yield Index Fund
-0.56%
-$2,405.77 
DISV Dimensional International Small Cap Equity Fund
-0.56%
-$79,850.48 
GM General Motors Company
-0.56%
-$1,182.35 
DFIS Dimensional International Small Cap ETF
-0.55%
-$3,952.84 
DHS WisdomTree U.S. High Dividend Fund
-0.55%
-$1,505.28 
GWX SPDR S&P International Small Cap ETF
-0.55%
-$9.16 
MDY SPDR S&P MidCap 400 ETF Trust
-0.55%
-$2,861.43 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$4,797.82 
PL PLANET LABS PBC
-0.54%
-$2,271.06 
IVE ISHARES S&P 500 VALUE ETF
-0.54%
-$3,701.39 
IWS iShares Russell Mid-Cap Value ETF
-0.54%
-$607.71 
PM Philip Morris International Inc.
-0.54%
-$12,058.8 
DFEV Dimensional Emerging Markets Value ETF
-0.54%
-$10,919.85 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.53%
-$313.2 
DOL WisdomTree International LargeCap Dividend Fund
-0.53%
-$938.91 
ABBV AbbVie Inc.
-0.52%
-$5,274.72 
AMGN Amgen Inc.
-0.51%
-$1,214.48 
DFAS Dimensional U.S. Small Cap ETF
-0.51%
-$43,634.76 
IJS iShares S&P Small-Cap 600 Value ETF
-0.51%
-$16,497.6 
DFIC Dimensional International Core Equity Market ETF
-0.51%
-$61,091.84 
DFSI Dimensional International Sustainability Core 1 ETF
-0.51%
-$1,660.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.51%
-$186,421.86 
USRT iShares Core U.S. REIT ETF
-0.5%
-$1,371.72 
DUHP Dimensional US High Profitability ETF
-0.5%
-$45,470.43 
UNH UnitedHealth Group Incorporated
-0.5%
-$4,756.64 
NTSX WisdomTree U.S. Efficient Core Fund
-0.49%
-$1,172.18 
ICF iShares Cohen & Steers Realty Majors ETF
-0.49%
-$1,156 
VOE Vanguard Mid-Cap Value ETF
-0.49%
-$9,470.34 
AVSC Avantis U.S. Small Cap Equity ETF
-0.49%
-$22,627.7 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.49%
-$3,192 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.48%
-$80.37 
FNDF Schwab Fundamental International Large Company Index ETF
-0.48%
-$306 
GNR SPDR S&P Global Natural Resources ETF
-0.48%
-$67 
SCHC Schwab International Small-Cap Equity ETF
-0.48%
-$2,714 
GDX VanEck Gold Miners ETF
-0.48%
-$2,251.82 
SCHD Schwab U.S. Dividend Equity ETF
-0.47%
-$799.8 
RWO SPDR Dow Jones Global Real Estate ETF
-0.46%
-$376.75 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.46%
-$2,432.22 
MCD McDonald's Corporation
-0.45%
-$4,465.77 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.45%
-$2,226.11 
CSCO Cisco Systems, Inc.
-0.45%
-$7,353 
IWN iShares Russell 2000 Value ETF
-0.45%
-$4,057.02 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.44%
-$7,639.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.43%
-$275.49 
SCHF Schwab International Equity ETF
-0.42%
-$4,937.88 
AFL Aflac Inc.
-0.42%
-$1,409.1 
PKW Invesco BuyBack Achievers ETF
-0.41%
-$356.28 
IWD iShares Russell 1000 Value ETF
-0.41%
-$7,587.78 
MGV Vanguard Mega Cap Value ETF
-0.41%
-$4,036.55 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.4%
-$767.98 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.4%
-$6,458.76 
XLF Financial Select Sector SPDR Fund
-0.4%
-$439.87 
DIHP Dimensional International High Profitability Portfolio
-0.4%
-$2,652.07 
DFSU Dimensional US Sustainability Core 1 ETF
-0.39%
-$301.18 
IJR iShares Core S&P Small-Cap ETF
-0.39%
-$4,119.96 
VTV Vanguard Value ETF
-0.39%
-$35,459.45 
VB Vanguard Small-Cap ETF
-0.38%
-$4,912.28 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$5,400.01 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.37%
-$1,510.96 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$7,575.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.36%
-$145,690.35 
HLN Haleon Plc - ADR
-0.35%
-$520.98 
IEF iShares 7-10 Year Treasury Bond ETF
-0.35%
-$78.65 
GNMA iShares GNMA Bond ETF
-0.34%
-$1,853.66 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.34%
-$374.32 
DFAW Dimensional World Equity ETF
-0.33%
-$6,855.03 
AVDV Avantis International Small Cap Value ETF
-0.33%
-$19,783.76 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.33%
-$951.9 
DXIV Dimensional International Vector Equity ETF
-0.33%
-$405.31 
AVUV Avantis U.S. Small Cap Value ETF
-0.32%
-$10,081.67 
IRM Iron Mountain Inc.
-0.32%
-$1,090 
AMAT Applied Materials, Inc.
-0.32%
-$25,865.45 
CUT Invesco MSCI Global Timber ETF
-0.31%
-$1,614.06 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.31%
-$288.9 
AVLV Avantis U.S. Large Cap Value ETF
-0.31%
-$18,369.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.3%
-$5,713.96 
VTWO Vanguard Russell 2000 ETF
-0.3%
-$25.56 
DFCF Dimensional Core Fixed Income ETF
-0.3%
-$9.75 
AVIG Avantis Core Fixed Income ETF
-0.29%
-$551.4 
JEPI JPMorgan Equity Premium Income Fund
-0.29%
-$2,706.66 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.29%
-$392.85 
VSGX Vanguard ESG International Stock ETF
-0.29%
-$467.59 
GOVT iShares U.S. Treasury Bond ETF
-0.29%
-$3.58 
IXUS iShares Core International Stock ETF
-0.28%
-$7,450.04 
BND Vanguard Total Bond Market Index Fund
-0.28%
-$10,704.35 
VEU Vanguard FTSE All-World ex-US ETF
-0.28%
-$7,466.56 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$449.97 
IWM iShares Russell 2000 ETF
-0.27%
-$4,195.64 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.27%
-$79.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$50,256.36 
DFLV Dimensional US Large Cap Value ETF
-0.26%
-$2,838.57 
VO Vanguard Mid-Cap ETF
-0.24%
-$563.16 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.24%
-$100 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.24%
-$2,524.6 
MBB iShares MBS ETF
-0.24%
-$9.11 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.23%
-$921.75 
IWO iShares Russell 2000 Growth ETF
-0.23%
-$1,108.4 
LIN Linde plc
-0.22%
-$536.48 
SPIP SPDR Portfolio TIPS ETF
-0.22%
-$38.5 
TIP iShares TIPS Bond ETF
-0.22%
-$1,013.79 
GLD SPDR Gold Shares
-0.21%
-$22,496.04 
DFUV Dimensional US Marketwide Value ETF
-0.21%
-$74,908.63 
IEI iShares 3-7 Year Treasury Bond ETF
-0.21%
-$174.44 
SCHP Schwab U.S. TIPS ETF
-0.21%
-$11.88 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
-0.2%
-$17.87 
IAU iShares Gold Trust
-0.2%
-$5,017.35 
AVDS Avantis International Small Cap Equity ETF
-0.2%
-$1,069.2 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.18%
-$307,259.19 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.18%
-$240 
VT Vanguard Total World Stock ETF
-0.18%
-$2,406.53 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.17%
-$1,454.26 
MUB iShares National Muni Bond ETF
-0.16%
-$448 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.16%
-$166.05 
DFAU Dimensional US Core Equity Market ETF
-0.15%
-$3,031.92 
VTEB Vanguard Tax-Exempt Bond ETF
-0.15%
-$16,291.11 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.15%
-$46.97 
MO Altria Group, Inc.
-0.14%
-$372.1 
AVUS Avantis U.S. Equity ETF
-0.13%
-$33,187.4 
SCHA Schwab U.S. Small-Cap ETF
-0.13%
-$36 
IWV ISHARES RUSSELL 3000 ETF
-0.12%
-$28.6 
SCHB Schwab U.S. Broad Market ETF
-0.12%
-$9,375.42 
SARK Tuttle Capital Short Innovation ETF
-0.12%
-$350 
SCHX Schwab U.S. Large-Cap ETF
-0.12%
-$141.19 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$872.3 
IYY iShares Dow Jones U.S. ETF
-0.1%
-$152 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$576.18 
SCHK Schwab 1000 Index ETF
-0.1%
-$155.47 
CMF iShares California Muni Bond ETF
-0.1%
-$169.34 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$4,795.03 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.1%
-$2,600.12 
VBK Vanguard Small-Cap Growth ETF
-0.09%
-$408.9 
DFUS Dimensional U.S. Equity Market ETF
-0.08%
-$15,931.11 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$384.3 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$178.8 
VGSH Vanguard Short-Term Treasury Fund
-0.08%
-$3,601.66 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$4,249.49 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.06%
-$109,278.98 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$20,868.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.06%
-$683 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.06%
-$2,372.03 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$1,755.38 
VOO Vanguard S&P 500 ETF
-0.05%
-$24,142.49 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$622.26 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$594 
AVSF Avantis Short-Term Fixed Income ETF
-0.04%
-$393.3 
IVV iShares Core S&P 500 ETF
-0.04%
-$3,483.84 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$105 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.04%
-$6,348.84 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$536.83 
JNK SPDR Bloomberg High Yield Bond ETF
-0.04%
-$127.05 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.03%
-$36.9 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$2,133.24 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$1.98 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.01%
-$517.4 
CB Chubb Limited
-0.01%
-$83.2 
VBIL Vanguard 3-Month Treasury Bill ETF
-0.01%
-$16.36 Events
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Dividends
Dividend Analysis
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| Trades 4178 | Longs Won 2634/4178 63% | Profit Factor 11.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.41M |
| Average Win $223,834.8 | Best Trade (Jul 22) $49.64M | Sharpe Ratio -151.58 |
| Average Loss -$32,580.44 | Worst Trade (Jun 30) -$3.79M | Z-Score 23.57 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 1d | Expectancy $129,075.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for John Gorlow?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $40.24M, Meta Platforms Inc Class A - $35.16M, Oklo Inc - $11.55M, VANGUARD TOTAL STOCK MKT ETF - $10.45M, and Dimensional U.S. Core Equity 2 ETF - $10.31M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Cohu Inc - $2.2M, Illumina, Inc - $1.7M, Teradyne, Inc - $1.12M, Matterport Inc - $1.07M, and Schwab U.S. Broad Market ETF - $1.03M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Gorlow's portfolio generate?
The portfolio generates substantial dividend income, with a total of $70.98M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $7.31M, Dimensional U.S. Core Equity 2 ETF - $6.91M, Dimensional World ex U.S. Core Equity 2 ETF - $4.54M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.57M, and Avantis International Equity ETF - $2.35M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Gorlow's monthly returns?
John Gorlow's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can John Gorlow's strategy be considered aggressive or moderate?
John Gorlow's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow John Gorlow's strategy?
John Gorlow's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
