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:
105.25%
Gain +0.38%
Monthly
1.16%
Yearly
14.82%
Drawdown
22.12%
$1.32B
Equity
Holdings
$1.32B
Investment
$868.51M
$575.33M
Profit +$3.94M
Realized
$124.61M
Unrealized
$450.73M
Dividends
$71.83M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$3.94M
Win %
79%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$9.81M
Win %
79%
This Month
Compared to last month
Gain
0.48%
Profit
$6.25M
Win %
79%
This Year
Compared to last year
Gain
2.62%
Profit
$33.64M
Win %
78%
AMD Advanced Micro Devices, Inc.
+6.5%
+$296,384.1 
GLW Corning Incorporated
+4.7%
+$8,247.17 
WDC Western Digital Corporation
+4.41%
+$10,539.89 
SLB Schlumberger Limited
+3.29%
+$8,931.32 
URI United Rentals, Inc.
+2.97%
+$49,875 
OKE ONEOK, Inc.
+2.54%
+$6,791.5 
EPD Enterprise Products Partners L.P.
+2.31%
+$7,592.64 
KMI Kinder Morgan, Inc.
+2.31%
+$5,035.69 
MU Micron Technology, Inc.
+2.3%
+$87,123.33 
TXN Texas Instruments Inc
+2.25%
+$6,697.35 
DIS The Walt Disney Company
+1.96%
+$4,577.65 
NOC Northrop Grumman Corporation
+1.94%
+$14,279.8 
LNG Cheniere Energy Inc.
+1.94%
+$6,837 
GDX VanEck Gold Miners ETF
+1.93%
+$11,259.1 
MCHP Microchip Technology Incorporated
+1.91%
+$3,504.64 
COP ConocoPhillips
+1.81%
+$7,046.68 
LMT Lockheed Martin Corporation
+1.78%
+$4,620.1 
OXY-WT Occidental Petroleum Corporation
+1.73%
+$51.46 
XAR SPDR S&P Aerospace & Defense ETF
+1.58%
+$463 
XLE Energy Select Sector SPDR Fund
+1.39%
+$23,623.17 
VDE Vanguard Energy ETF
+1.38%
+$1,768.33 
BABA Alibaba Group Holding Limited SP ADR
+1.35%
+$3,790.05 
ENVA Enova International Inc.
+1.35%
+$4,871.4 
T AT&T Inc.
+1.26%
+$4,005.51 
CVX Chevron Corporation
+1.16%
+$43,242.3 
OXY Occidental Petroleum Corporation
+1.14%
+$2,941.62 
RTX RTX Corporation
+1.13%
+$9,048.66 
MO Altria Group, Inc.
+0.95%
+$1,935.63 
XOM Exxon Mobil Corporation
+0.94%
+$35,457.77 
SCHW Charles Schwab Corporation
+0.94%
+$2,389.6 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.91%
+$3,111.68 
SCHA Schwab U.S. Small-Cap ETF
+0.88%
+$248 
WFC Wells Fargo & Company
+0.81%
+$4,304.02 
IWC iShares Micro-Cap ETF
+0.8%
+$4,165.8 
PM Philip Morris International Inc.
+0.78%
+$16,374.72 
CEF Sprott Physical Gold and Silver Trust
+0.77%
+$7,689.1 
IWO iShares Russell 2000 Growth ETF
+0.75%
+$3,846.77 
PDD PDD Holdings Inc. American Depositary Shares
+0.74%
+$2,824.72 
GD General Dynamics Corporation
+0.72%
+$1,692.01 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$3,655.05 
VAW Vanguard Materials ETF
+0.69%
+$822.71 
TSLA Tesla, Inc.
+0.68%
+$16,022.16 
UNH UnitedHealth Group Incorporated
+0.67%
+$5,564.31 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.63%
+$604.8 
BAC Bank of America Corporation
+0.62%
+$2,250.82 
XLU Utilities Select Sector SPDR Fund
+0.61%
+$1,652.39 
IAU iShares Gold Trust
+0.61%
+$15,937.5 
QCOM QUALCOMM Incorporated
+0.61%
+$10,867 
IAT iShares U.S. Regional Banks ETF
+0.6%
+$964.47 
VPU Vanguard Utilities ETF
+0.58%
+$507.27 
GNR SPDR S&P Global Natural Resources ETF
+0.58%
+$86 
AVUV Avantis U.S. Small Cap Value ETF
+0.56%
+$16,708.45 
SLV iShares Silver Trust
+0.55%
+$4,630.72 
ELV Elevance Health, Inc.
+0.53%
+$2,347.81 
IWM iShares Russell 2000 ETF
+0.52%
+$8,390.41 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$4,521.6 
DFAT Dimensional US Targeted Value ETF
+0.46%
+$101,635.38 
DISV Dimensional International Small Cap Equity Fund
+0.45%
+$73,852.37 
DVY iShares Select Dividend ETF
+0.45%
+$1,976.57 
GM General Motors Company
+0.44%
+$1,059.82 
PSX Phillips 66
+0.43%
+$1,388 
AVIV Avantis International Large Cap Value ETF
+0.42%
+$3,910.9 
MA Mastercard Incorporated
+0.4%
+$2,781 
DFSV Dimensional US Small Cap Value ETF
+0.39%
+$61,803.2 
MCHI iShares MSCI China ETF
+0.39%
+$577.29 
AVSC Avantis U.S. Small Cap Equity ETF
+0.37%
+$20,606.88 
SCHC Schwab International Small-Cap Equity ETF
+0.37%
+$1,924.51 
VIS Vanguard Industrials ETF
+0.37%
+$220.44 
DFAS Dimensional U.S. Small Cap ETF
+0.37%
+$34,056.6 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.36%
+$516 
PGR Progressive Corporation
+0.35%
+$2,832.44 
ICF iShares Cohen & Steers Realty Majors ETF
+0.35%
+$815.99 
FNDF Schwab Fundamental International Large Company Index ETF
+0.34%
+$228 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.34%
+$687.01 
VOE Vanguard Mid-Cap Value ETF
+0.33%
+$6,722.75 
KO The Coca-Cola Company
+0.33%
+$2,289.55 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$11,354.1 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.33%
+$199.8 
GWX SPDR S&P International Small Cap ETF
+0.32%
+$180.3 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$1,753.28 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$2,871 
AVDV Avantis International Small Cap Value ETF
+0.32%
+$22,120.35 
IJS iShares S&P Small-Cap 600 Value ETF
+0.31%
+$9,180.18 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.31%
+$1,293.98 
AVDS Avantis International Small Cap Equity ETF
+0.3%
+$1,739.23 
DFAR Dimensional US Real Estate ETF
+0.3%
+$2,265.44 
DFIV Dimensional International Value ETF
+0.29%
+$39,352.11 
IWN iShares Russell 2000 Value ETF
+0.29%
+$2,707.28 
DXIV Dimensional International Vector Equity ETF
+0.29%
+$385.34 
AFL Aflac Inc.
+0.29%
+$940.11 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$27,773.46 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$305.91 
VO Vanguard Mid-Cap ETF
+0.26%
+$243.32 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.26%
+$3,449.55 
VNQ Vanguard Real Estate ETF
+0.25%
+$30,757.5 
DHS WisdomTree U.S. High Dividend Fund
+0.25%
+$708.59 
VB Vanguard Small-Cap ETF
+0.24%
+$3,298.5 
DFIS Dimensional International Small Cap ETF
+0.24%
+$1,722.51 
USRT iShares Core U.S. REIT ETF
+0.24%
+$647.84 
KRE SPDR S&P Regional Banking ETF
+0.23%
+$589.86 
CAT Caterpillar Inc.
+0.23%
+$3,325.41 
AVRE Avantis Real Estate ETF
+0.23%
+$5,070.01 
AAPL Apple Inc.
+0.22%
+$70,858.53 
MRK Merck & Co., Inc.
+0.21%
+$1,318.34 
MCD McDonald's Corporation
+0.21%
+$2,154.66 
COPX Global X Copper Miners ETF
+0.21%
+$33.84 
NEE NextEra Energy, Inc.
+0.21%
+$1,040.57 
DFUV Dimensional US Marketwide Value ETF
+0.21%
+$75,849.24 
VTV Vanguard Value ETF
+0.2%
+$15,422.9 
PG Procter & Gamble Co
+0.2%
+$2,183.78 
DOV Dover Corporation
+0.2%
+$1,292.34 
IAK iShares U.S. Insurance ETF
+0.19%
+$980 
AVLV Avantis U.S. Large Cap Value ETF
+0.19%
+$11,705.35 
DFLV Dimensional US Large Cap Value ETF
+0.19%
+$1,328.5 
CWB SPDR Bloomberg Convertible Securities ETF
+0.19%
+$800 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$989.46 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.18%
+$16.25 
IRT Independence Realty Trust Inc.
+0.18%
+$379.18 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$1,657.4 
IWS iShares Russell Mid-Cap Value ETF
+0.16%
+$184.14 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.15%
+$2,498.56 
VBK Vanguard Small-Cap Growth ETF
+0.15%
+$736.56 
AVDE Avantis International Equity ETF
+0.13%
+$39,655.92 
DFIC Dimensional International Core Equity Market ETF
+0.13%
+$20,509.45 
SDY SPDR S&P Dividend ETF
+0.13%
+$56.6 
AVES Avantis Emerging Markets Value ETF
+0.12%
+$219.36 
PEP PepsiCo, Inc.
+0.12%
+$692.03 
DFSI Dimensional International Sustainability Core 1 ETF
+0.12%
+$416.35 
LOW Lowe's Companies Inc.
+0.12%
+$913 
MGV Vanguard Mega Cap Value ETF
+0.11%
+$1,158.49 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.11%
+$22.96 
XLP Consumer Staples Select Sector SPDR Fund
+0.1%
+$4.95 
GWW W.W. Grainger, Inc.
+0.1%
+$850.51 
AVUS Avantis U.S. Equity ETF
+0.09%
+$23,577.8 
FXI iShares China Large-Cap ETF
+0.09%
+$10.47 
VDC VANGUARD CONSUMER STAPLES ETF
+0.08%
+$173.28 
EFV iShares MSCI EAFE Value ETF
+0.07%
+$319.62 
DFAI Dimensional International Core Equity Market ETF
+0.07%
+$2,669.97 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$20,772.84 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.05%
+$266.62 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.05%
+$22,200.04 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$196.6 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$4 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.04%
+$283.74 
DFAW Dimensional World Equity ETF
+0.04%
+$765.2 
SCHF Schwab International Equity ETF
+0.04%
+$433.47 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$237.84 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.03%
+$307.95 
SHV iShares Short Treasury Bond ETF
+0.03%
+$4.02 
IEUR iShares Core MSCI Europe ETF
+0.03%
+$43.78 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$66 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$112.38 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$136.48 
VYMI Vanguard International High Dividend Yield Index Fund
+0.02%
+$86.24 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$268.6 
VSGX Vanguard ESG International Stock ETF
+0.01%
+$20.33 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$114.52 
MMM 3M Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VVR Invesco Senior Income Trust
0%
$0 NYM
NYM
0%
$0 
INVZ Innoviz Technologies Ltd.
-6.55%
-$390 
NET Cloudflare Inc.
-4.55%
-$25,976.28 
TWLO Twilio Inc.
-4.5%
-$24,392.28 
OKLO Oklo Inc.
-4.46%
-$462,313.8 
MSTR Strategy Inc.
-4.18%
-$15,833.99 
ORCL Oracle Corporation
-3.65%
-$28,021.2 
COIN Coinbase Global, Inc.
-3.53%
-$4,365.71 
INTU Intuit Inc.
-3.52%
-$15,598.06 
CIEN Ciena Corporation
-3.17%
-$14,020.02 
PLTR Palantir Technologies Inc.
-2.78%
-$53,800.27 
KLAC KLA Corporation
-2.7%
-$6,836.5 
SHOP Shopify Inc.
-2.66%
-$30,261.41 
NOW ServiceNow, Inc.
-2.55%
-$4,202.25 
LLY Eli Lilly and Company
-2.38%
-$24,687.01 
HONA Honeywell Aerospace Inc.
-2.03%
-$3,729.45 
INTC Intel Corporation
-1.97%
-$45,029.54 
YUM Yum! Brands, Inc.
-1.82%
-$5,597.84 
ARCC Ares Capital Corporation
-1.58%
-$7,120.32 
CSCO Cisco Systems, Inc.
-1.58%
-$25,256.9 
CSL Carlisle Companies Inc.
-1.53%
-$6,255.34 
UNP Union Pacific Corporation
-1.38%
-$6,703.44 
TRNS Transcat Inc.
-1.22%
-$45,265.52 
IBM International Business Machines Corporation
-1.19%
-$9,241.11 
ADP Automatic Data Processing Inc.
-1.18%
-$3,037.85 
TJX The TJX Companies, Inc.
-1.1%
-$2,856 
SPCX Space Exploration Technologies Corp. Class A
-1.08%
-$1,928.87 
GBDC Golub Capital BDC, Inc.
-1.04%
-$1,400 
HLN Haleon Plc - ADR
-1.02%
-$1,472.5 
BB BlackBerry Ltd.
-1%
-$1,102.5 
AMZN Amazon.com Inc
-0.94%
-$106,489.15 
ILMN Illumina, Inc.
-0.91%
-$10,739.75 
META Meta Platforms Inc Class A
-0.86%
-$922,550.52 
NXTC NextCure, Inc.
-0.84%
-$1,528.31 
HD The Home Depot, Inc.
-0.83%
-$4,555.39 
SBUX Starbucks Corporation
-0.79%
-$3,270.58 
BRK-A Berkshire Hathaway Inc.
-0.74%
-$33,904.5 
URA Global X Uranium ETF
-0.71%
-$3,398.72 
DHR Danaher Corporation
-0.71%
-$1,689.12 
IBIT iShares Bitcoin Trust
-0.7%
-$9,061.5 
TLT iShares 20+ Year Treasury Bond ETF
-0.67%
-$2,261.05 
JNJ Johnson & Johnson
-0.66%
-$18,358.52 
IYH iShares U.S. Healthcare ETF
-0.65%
-$2,210.76 
EMR Emerson Electric Co.
-0.63%
-$2,550.1 
AMGN Amgen Inc.
-0.63%
-$1,698.99 
IGM iShares Expanded Tech Sector ETF
-0.6%
-$67 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$484.8 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.6%
-$205.02 
DE Deere & Company
-0.58%
-$5,227.96 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$41,777.4 
ABBV AbbVie Inc.
-0.54%
-$5,434.56 
AOS A. O. Smith Corporation
-0.53%
-$3,300 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$26,275.26 
VHT Vanguard Health Care ETF
-0.48%
-$6,011.56 
MS Morgan Stanley
-0.47%
-$1,052.64 
MGK Vanguard Mega Cap Growth ETF
-0.46%
-$265.02 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.46%
-$396.99 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.44%
-$486.22 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.44%
-$1,022 
VUG Vanguard Growth ETF
-0.43%
-$58,539 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.4%
-$769.7 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$494.76 
BNDX Vanguard Total International Bond ETF
-0.4%
-$969.38 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$1,005.18 
WMT Walmart Inc.
-0.39%
-$3,866.4 
VOOG Vanguard S&P 500 Growth ETF
-0.39%
-$2,928.75 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$46,737.38 
INDA ISHARES MSCI INDIA ETF
-0.38%
-$70.3 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.36%
-$423.11 
V Visa Inc. Class A
-0.36%
-$3,559.45 
ETHA iShares Ethereum Trust
-0.35%
-$785.35 
AON Aon plc
-0.35%
-$1,582.5 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.35%
-$5,931.52 
VGT Vanguard Information Technology ETF
-0.35%
-$9,047.63 
IBB iShares Biotechnology ETF
-0.34%
-$25.16 
PHO Invesco Water Resources ETF
-0.33%
-$48 
ETHB iShares Staked Ethereum Trust ETF
-0.33%
-$800 
SCHE Schwab Emerging Markets Equity ETF
-0.33%
-$380.04 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.32%
-$439.65 
GNMA iShares GNMA Bond ETF
-0.32%
-$1,740.76 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.32%
-$99.68 
EFG iShares MSCI EAFE Growth ETF
-0.32%
-$4,506.8 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.31%
-$1,737.3 
MBB iShares MBS ETF
-0.31%
-$11.89 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$6,581.03 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$27,318.3 
MSFT Microsoft Corp.
-0.3%
-$35,316 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$5,585.76 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$6,620.41 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.29%
-$85.5 
MUB iShares National Muni Bond ETF
-0.28%
-$771.6 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$62.92 
EFR Eaton Vance Senior Floating-Rate Trust
-0.28%
-$596.49 
MPC Marathon Petroleum Corporation
-0.27%
-$2,194.48 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$3.3 
SNA Snap-on Inc.
-0.26%
-$2,553.02 
DFCF Dimensional Core Fixed Income ETF
-0.26%
-$8.58 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$769.38 
XYZ Block, Inc.
-0.25%
-$832.42 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.25%
-$44,796 
CB Chubb Limited
-0.25%
-$1,793.94 
PL PLANET LABS PBC
-0.24%
-$1,116 
ESGV Vanguard ESG U.S. Stock ETF
-0.24%
-$668.58 
USMV iShares MSCI USA Min Vol Factor ETF
-0.24%
-$2,529.12 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$9,247.49 
AVIG Avantis Core Fixed Income ETF
-0.23%
-$436.52 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.23%
-$921.75 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$405.37 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.23%
-$93.75 
AVEM Avantis Emerging Markets Equity ETF
-0.22%
-$32,984.7 
SMH VanEck Semiconductor ETF
-0.22%
-$2,315.28 
IPAC iShares Core MSCI Pacific ETF
-0.22%
-$245.29 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$153.3 
DFSU Dimensional US Sustainability Core 1 ETF
-0.21%
-$223.86 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$340.34 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-0.21%
-$84 
CMF iShares California Muni Bond ETF
-0.21%
-$372.24 
DUHP Dimensional US High Profitability ETF
-0.21%
-$19,844.28 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$76,125.34 
IYY iShares Dow Jones U.S. ETF
-0.2%
-$295.99 
AVEE Avantis Emerging Markets Small Cap Equity ETF
-0.19%
-$667.65 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.19%
-$4,337.21 
IVV iShares Core S&P 500 ETF
-0.18%
-$15,285.18 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.18%
-$1,586.46 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.18%
-$6,525.64 
XLF Financial Select Sector SPDR Fund
-0.17%
-$196.2 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1,825.4 
DFUS Dimensional U.S. Equity Market ETF
-0.17%
-$33,384.04 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.16%
-$2,080.96 
PFF iShares Preferred and Income Securities ETF
-0.16%
-$969.75 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.16%
-$7,121.85 
TIP iShares TIPS Bond ETF
-0.16%
-$511.87 
IEI iShares 3-7 Year Treasury Bond ETF
-0.15%
-$128.16 
DFAE Dimensional Emerging Core Equity Market ETF
-0.15%
-$4,072.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$4,358.38 
RWO SPDR Dow Jones Global Real Estate ETF
-0.14%
-$111.37 
GOOGL Alphabet Inc
-0.13%
-$14,944.02 
QQQM Invesco NASDAQ 100 ETF
-0.13%
-$335.19 
SCHB Schwab U.S. Broad Market ETF
-0.13%
-$10,642.31 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$213 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$21 
AVSF Avantis Short-Term Fixed Income ETF
-0.12%
-$1,011.89 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$199,602.58 
GOOG Alphabet Inc
-0.12%
-$33,227.17 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$1,214.36 
NFLX Netflix, Inc.
-0.1%
-$2,816.24 
IWV ISHARES RUSSELL 3000 ETF
-0.1%
-$24.75 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.1%
-$287.76 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$128.9 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.1%
-$288.48 
VPL Vanguard FTSE Pacific ETF
-0.09%
-$4,118.1 
VT Vanguard Total World Stock ETF
-0.09%
-$1,229.9 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.08%
-$639.4 
COST Costco Wholesale Corporation
-0.08%
-$834 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$430.02 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$4.32 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.08%
-$51.26 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$3,555.06 
JPM JPMorgan Chase & Co.
-0.07%
-$1,299.19 
DFAU Dimensional US Core Equity Market ETF
-0.07%
-$1,517.32 
DFEV Dimensional Emerging Markets Value ETF
-0.07%
-$1,554.42 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.07%
-$898.45 
DOL WisdomTree International LargeCap Dividend Fund
-0.07%
-$123.06 
NVDA NVIDIA Corporation
-0.06%
-$6,500.06 
SOXX iShares Semiconductor ETF
-0.06%
-$192.01 
CMI Cummins Inc.
-0.06%
-$379.73 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$300.88 
IWD iShares Russell 1000 Value ETF
-0.05%
-$967.72 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$1,531.5 
EFA iShares MSCI EAFE ETF
-0.05%
-$3,508.7 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$522.8 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$90 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$995.73 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$71.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$5,986.98 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.02%
-$24.6 
IXUS iShares Core International Stock ETF
-0.02%
-$578.37 
ABT Abbott Laboratories
-0.02%
-$90.62 
DIHP Dimensional International High Profitability Portfolio
-0.01%
-$109.25 
HON Honeywell International Inc.
-0.01%
-$32.28 
AVLC Avantis U.S. Large Cap Equity ETF
-0.01%
-$0.64 
VGK Vanguard FTSE Europe ETF
-0.01%
-$624.24 Events
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Dividends
Dividend Analysis
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| Trades 4418 | Longs Won 2831/4418 64% | Profit Factor 11.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.41M |
| Average Win $222,895.27 | Best Trade (Aug 15) $53.74M | Sharpe Ratio -154.61 |
| Average Loss -$35,087.45 | Worst Trade (Jun 30) -$3.79M | Z-Score 24.4 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1d | Expectancy $130,224.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 105,759 | $18.88M | $32.35M | - | $13.47M | 71.33% | +0.219% |
| ABBV AbbVie Inc. | 3,996 | $552,170.57 | $996,842.2 | - | $444,671.63 | 80.53% | -0.542% |
| ABT Abbott Laboratories | 4,531 | $462,975.24 | $504,073.75 | - | $41,098.51 | 8.88% | -0.018% |
| ADP Automatic Data Processing Inc. | 929 | $208,049.55 | $253,579.83 | - | $45,530.28 | 21.88% | -1.184% |
| AFL Aflac Inc. | 2,686 | $206,297.42 | $326,214.7 | - | $119,917.28 | 58.13% | +0.289% |
| AGG iShares Core U.S. Aggregate Bond ETF | 730 | $77,894.87 | $71,160.4 | - | -$6,734.47 | -8.65% | -0.215% |
| AMD Advanced Micro Devices, Inc. | 9,445 | $1.34M | $4.86M | - | $3.52M | 263.46% | +6.497% |
| AMGN Amgen Inc. | 646 | $173,618.96 | $268,225.65 | - | $94,606.69 | 54.49% | -0.629% |
| AMZN Amazon.com Inc | 42,939 | $6.82M | $11.28M | - | $4.46M | 65.42% | -0.935% |
| AON Aon plc | 1,266 | $438,023.34 | $450,480.77 | - | $12,457.43 | 2.84% | -0.35% |
| AOS A. O. Smith Corporation | 10,000 | $654,506.78 | $621,700 | - | -$32,806.78 | -5.01% | -0.528% |
| ARCC Ares Capital Corporation | 22,251 | $452,002.48 | $442,127.37 | - | -$9,875.11 | -2.18% | -1.585% |
| AVDE Avantis International Equity ETF | 330,466 | $18.59M | $31.16M | - | $12.56M | 67.57% | +0.127% |
| AVDS Avantis International Small Cap Equity ETF | 7,128 | $373,303.16 | $571,765.39 | - | $198,462.23 | 53.16% | +0.305% |
| AVDV Avantis International Small Cap Value ETF | 63,201 | $3.83M | $7.01M | - | $3.18M | 83.09% | +0.317% |
| AVEE Avantis Emerging Markets Small Cap Equity ETF | 5,216 | $279,453.41 | $356,722.24 | - | $77,268.83 | 27.65% | -0.187% |
| AVEM Avantis Emerging Markets Equity ETF | 157,070 | $8.29M | $14.71M | - | $6.43M | 77.55% | -0.224% |
| AVES Avantis Emerging Markets Value ETF | 2,742 | $129,220.94 | $179,792.94 | - | $50,572 | 39.14% | +0.122% |
| AVIG Avantis Core Fixed Income ETF | 4,595 | $188,257.15 | $187,407.07 | - | -$850.08 | -0.45% | -0.232% |
| AVIV Avantis International Large Cap Value ETF | 11,174 | $563,027.07 | $929,118.1 | - | $366,091.03 | 65.02% | +0.423% |
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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 - $35.66M, VANGUARD TOTAL STOCK MKT ETF - $14.98M, Oklo Inc - $11.55M, and Dimensional U.S. Core Equity 2 ETF - $11.45M. 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, Matterport Inc - $1.07M, Schwab U.S. Broad Market ETF - $1.01M, and NextCure, Inc - $572,098.22. 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 $71.83M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $7.33M, 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 - $2.46M. 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.
