Grant Reeves Portfolio
Invests via CVFG LLC | Managed by Beau Browning, Jason Pike, Brent Thoman, Grant Reeves
Invests via CVFG LLC
Managed by Beau Browning, Jason Pike, Brent Thoman, Grant Reeves
Automatically Tracked
U.S.-based investment executive focused on real assets and credit, Grant Reeves brings operating and capital-markets experience across principal investing and portfolio operations. He has led sourcing, due diligence and asset management for private equity and credit strategies, working with sponsors, lenders and corporate management to drive returns and operational improvement. Market-facing skills include capital raising, structuring bespoke financings and portfolio valuation governance; positioned for roles in mid-market buyouts, distressed credit and infrastructure investments.
U.S.-based investment executive focused on real assets and credit, Grant Reeves brings operating and capital-markets experience across principal investing and portfolio operations. He has led sourcing, due diligence and asset management for private equity and credit strategies, working with sponsors, lenders and corporate management to drive returns and operational improvement. Market-facing skills include capital raising, structuring bespoke financings and portfolio valuation governance; positioned for roles in mid-market buyouts, distressed credit and infrastructure investments.
Investment Philosophy & Strategy
U.S.-based investment executive focused on real assets and credit, Grant Reeves brings operating and capital-markets experience across principal investing and portfolio operations. He has led sourcing, due diligence and asset management for private equity and credit strategies, working with sponsors, lenders and corporate management to drive returns and operational improvement. Market-facing skills include capital raising, structuring bespoke financings and portfolio valuation governance; positioned for roles in mid-market buyouts, distressed credit and infrastructure investments.
U.S.-based investment executive focused on real assets and credit, Grant Reeves brings operating and capital-markets experience across principal investing and portfolio operations. He has led sourcing, due diligence and asset management for private equity and credit strategies, working with sponsors, lenders and corporate management to drive returns and operational improvement. Market-facing skills include capital raising, structuring bespoke financings and portfolio valuation governance; positioned for roles in mid-market buyouts, distressed credit and infrastructure investments.
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:
42.02%
Gain -1.13%
Monthly
1.64%
Yearly
21.63%
Drawdown
18.15%
$909.14M
Equity
Holdings
$909.14M
Investment
$800.81M
$117.85M
Profit -$7.21M
Realized
$9.52M
Unrealized
$108.34M
Dividends
$7.79M
Goals
Avg. 39.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.13%
Profit
-$7.21M
Win %
68%
This Week
Compared To Last Week
Gain
-3.11%
Profit
-$29.15M
Win %
68%
This Month
Compared to last month
Gain
-1.47%
Profit
-$13.59M
Win %
68%
This Year
Compared to last year
Gain
-4.14%
Profit
-$39.04M
Win %
67%
HONA Honeywell Aerospace Inc.
+3.5%
+$34,358.58 
UCBI United Community Banks, Inc.
+2.68%
+$5,203.82 
BP BP p.l.c. Sponsored ADR
+2.36%
+$31,955.81 
PEP PepsiCo, Inc.
+2.18%
+$5,866 
COP ConocoPhillips
+2.12%
+$23,119.81 
RTX RTX Corporation
+2.05%
+$51,110.4 
EOG EOG Resources, Inc.
+2.02%
+$24,787.98 
LMT Lockheed Martin Corporation
+1.99%
+$100,008.45 
KO The Coca-Cola Company
+1.81%
+$61,310.71 
JPM JPMorgan Chase & Co.
+1.81%
+$218,526.07 
PAHC Phibro Animal Health Corporation
+1.8%
+$31,551.1 
C Citigroup Inc.
+1.8%
+$14,736.4 
PEG Public Service Enterprise Group Incorporated
+1.77%
+$5,160.88 
FTI TechnipFMC plc
+1.73%
+$28,821.5 
DUK Duke Energy Corporation
+1.72%
+$13,054.4 
SO The Southern Company
+1.7%
+$18,740.08 
NUE Nucor Corporation
+1.68%
+$4,027.48 
TJX The TJX Companies, Inc.
+1.63%
+$15,120.52 
SU Suncor Energy Inc.
+1.58%
+$36,544.29 
CSTM Constellium SE
+1.57%
+$106,488 
PNC The PNC Financial Services Group, Inc.
+1.56%
+$6,027.84 
ECO Okeanis Eco Tankers Corp.
+1.47%
+$41,629.98 
CVE Cenovus Energy Inc.
+1.47%
+$77,667.5 
CVX Chevron Corporation
+1.43%
+$53,566.65 
XLE Energy Select Sector SPDR Fund
+1.37%
+$7,757.37 
WLDN Willdan Group, Inc.
+1.35%
+$36,132.5 
HSY The Hershey Company
+1.35%
+$39,455.04 
WFC Wells Fargo & Company
+1.3%
+$6,405.48 
KALU Kaiser Aluminum Corporation
+1.27%
+$12,332.8 
NEE NextEra Energy, Inc.
+1.25%
+$17,237.88 
CINF Cincinnati Financial Corporation
+1.25%
+$3,759.91 
ITRG Integra Resources Corp.
+1.25%
+$1,869 
XLU Utilities Select Sector SPDR Fund
+1.21%
+$2,924.96 
IAG Iamgold Corporation
+1.21%
+$14,114.75 
HD The Home Depot, Inc.
+1.19%
+$23,133.54 
WES Western Midstream Partners, LP
+1.17%
+$11,139.45 
VALE Vale S.A.
+1.15%
+$4,830 
LOW Lowe's Companies Inc.
+1.13%
+$9,839.04 
COST Costco Wholesale Corporation
+1.12%
+$20,390.77 
PG Procter & Gamble Co
+1.08%
+$14,629.53 
GD General Dynamics Corporation
+1.08%
+$5,797.11 
THFF First Financial Corporation
+1.04%
+$8,697.15 
DIS The Walt Disney Company
+1.03%
+$4,768.62 
LHX L3Harris Technologies, Inc.
+1.02%
+$35,490.7 
DOV Dover Corporation
+1.01%
+$15,519.28 
LIN Linde plc
+1%
+$40,713.75 
XOM Exxon Mobil Corporation
+0.98%
+$6,897.24 
JNJ Johnson & Johnson
+0.98%
+$25,290.93 
MPLX MPLX LP
+0.96%
+$11,330 
ROST Ross Stores, Inc.
+0.9%
+$2,370.23 
CMI Cummins Inc.
+0.85%
+$6,314.85 
KMB Kimberly-Clark Corporation
+0.85%
+$1,774.96 
HWM Howmet Aerospace Inc.
+0.84%
+$49,221.1 
AAPL Apple Inc.
+0.82%
+$218,541.54 
TEN Tsakos Energy Navigation Ltd.
+0.82%
+$10,962 
KR Kroger Co.
+0.81%
+$6,104.7 
CB Chubb Limited
+0.81%
+$58,527.39 
ITA iShares U.S. Aerospace & Defense ETF
+0.79%
+$2,327.64 
LLY Eli Lilly and Company
+0.78%
+$159,530.97 
VZ Verizon Communications Inc.
+0.71%
+$2,699.86 
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$58,013.52 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$16,555.59 
OR OR ROYALTIES INC COMMON STOCK
+0.68%
+$10,429.44 
V Visa Inc. Class A
+0.68%
+$15,311.7 
TRV The Travelers Companies, Inc.
+0.65%
+$45,992.61 
ITW Illinois Tool Works Inc.
+0.57%
+$1,407.12 
CDE Coeur Mining, Inc.
+0.55%
+$10,505.92 
DGRO iShares Core Dividend Growth ETF
+0.51%
+$3,730 
IDR Idaho Strategic Resources, Inc.
+0.47%
+$2,105 
WMT Walmart Inc.
+0.45%
+$24,231.6 
MCD McDonald's Corporation
+0.42%
+$6,547.7 
ABBV AbbVie Inc.
+0.41%
+$19,879.09 
WELL Welltower Inc.
+0.41%
+$5,368.45 
ESLT Elbit Systems Ltd.
+0.4%
+$19,315.4 
SPGI S&P Global Inc.
+0.39%
+$5,212.35 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$1,426.59 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$1,496.52 
PH Parker-Hannifin Corporation
+0.34%
+$24,179.45 
TFPM Triple Flag Precious Metals Corp
+0.3%
+$1,834.62 
CAH Cardinal Health Inc.
+0.3%
+$29,385.77 
VTV Vanguard Value ETF
+0.29%
+$869.7 
MGV Vanguard Mega Cap Value ETF
+0.29%
+$1,059.25 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.26%
+$1,983.74 
ALSN Allison Transmission Holdings Inc.
+0.25%
+$715.12 
CAT Caterpillar Inc.
+0.24%
+$22,985.47 
KGC Kinross Gold Corporation
+0.23%
+$2,692.25 
MA Mastercard Incorporated
+0.18%
+$3,727.84 
SCHV Schwab U.S. Large-Cap Value ETF
+0.18%
+$411.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.14%
+$526.21 
ADP Automatic Data Processing Inc.
+0.13%
+$601.18 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.13%
+$282.39 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.11%
+$387.15 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.11%
+$11,496.38 
ELV Elevance Health, Inc.
+0.09%
+$641.22 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.09%
+$830.37 
CGSD Capital Group Short Duration Income ETF
+0.08%
+$176.34 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$4,860.45 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.07%
+$200.49 
WM Waste Management, Inc.
+0.07%
+$3,441.15 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.06%
+$3,182.92 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.06%
+$6,913.55 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$4,841.2 
NVDA NVIDIA Corporation
+0.04%
+$11,186.24 
PYPL PayPal Holdings Inc
+0.04%
+$97.46 
EGO Eldorado Gold Corporation
+0.03%
+$468.1 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$2,656.24 
MUST Columbia Multi-Sector Municipal Income ETF
+0.03%
+$67.25 
AEM Agnico Eagle Mines Limited
+0.02%
+$432.32 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$73.23 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.01%
+$50.85 
XLI Industrial Select Sector SPDR Fund
+0.01%
+$27.75 
CGAU Centerra Gold Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
INSW International Seaways Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
SMCI Super Micro Computer Inc
-7.98%
-$311,024 
CRWD CrowdStrike Holdings, Inc.
-7.86%
-$42,415.7 
PANW Palo Alto Networks, Inc.
-7.82%
-$18,679.19 
PLTR Palantir Technologies Inc.
-6.62%
-$470,098.72 
COHR Coherent Corp.
-5.61%
-$157,978.31 
STX Seagate Technology Holdings plc
-5.6%
-$691,583.75 
TTMI TTM Technologies, Inc.
-4.47%
-$325,090.92 
SANM Sanmina Corporation
-4.37%
-$124,588.95 
CIEN Ciena Corporation
-4.31%
-$211,782.46 
TSEM Tower Semiconductor Ltd.
-3.93%
-$92,667.04 
MU Micron Technology, Inc.
-3.89%
-$576,049.79 
AMD Advanced Micro Devices, Inc.
-3.76%
-$573,837.5 
ARM Arm Holdings plc American Depositary Receipt
-3.75%
-$6,483.18 
ORCL Oracle Corporation
-3.73%
-$29,417.99 
AEIS Advanced Energy Industries Inc.
-3.6%
-$82,991.22 
ARGX argenx SE American Depositary Receipt
-3.51%
-$252,699.56 
BE Bloom Energy Corporation
-3.5%
-$452,709 
STRL Sterling Infrastructure, Inc.
-3.5%
-$70,742.98 
ANET Arista Networks, Inc.
-3.17%
-$263,200 
GLW Corning Incorporated
-3.05%
-$4,958.49 
CLS Celestica Inc.
-3.04%
-$231,060.02 
MRVL Marvell Technology, Inc.
-2.95%
-$9,385.21 
KLAC KLA Corporation
-2.94%
-$3,594.51 
AVGO Broadcom Inc.
-2.86%
-$30,311.44 
AGX Argan Inc.
-2.81%
-$171,436.68 
NFLX Netflix, Inc.
-2.64%
-$153,410.65 
CECO CECO Environmental Corp.
-2.49%
-$46,000.64 
META Meta Platforms Inc Class A
-2.43%
-$47,228.59 
INDV Indivior Pharmaceuticals, Inc.
-2.32%
-$34,873.02 
SOXX iShares Semiconductor ETF
-2.24%
-$31,910.46 
INTU Intuit Inc.
-2.17%
-$11,602.9 
MSFT Microsoft Corp.
-2.13%
-$428,605 
XLK State Street Technology Select Sector SPDR ETF
-2.11%
-$11,495.19 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-2.11%
-$76,866 
EXPD Expeditors International of Washington, Inc.
-2.1%
-$29,260 
VRT Vertiv Holdings Co
-1.96%
-$144,327.22 
SPCX Space Exploration Technologies Corp. Class A
-1.93%
-$9,542.12 
UI Ubiquiti Inc.
-1.87%
-$89,423.38 
SMH VanEck Semiconductor ETF
-1.8%
-$3,415.31 
NVT nVent Electric plc
-1.72%
-$40,682.5 
QGRO American Century U.S. Quality Growth ETF
-1.69%
-$4,706.35 
GOOGL Alphabet Inc
-1.63%
-$213,301.04 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$57,518.72 
TMO Thermo Fisher Scientific Inc.
-1.6%
-$4,988.52 
CGGR Capital Group Growth ETF
-1.54%
-$13,919.43 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-1.54%
-$27,141.6 
QQQM Invesco NASDAQ 100 ETF
-1.53%
-$562,903.22 
CVNA Carvana Co.
-1.49%
-$27,661.5 
DE Deere & Company
-1.49%
-$4,018.56 
MGK Vanguard Mega Cap Growth ETF
-1.47%
-$9,733.5 
GOOG Alphabet Inc
-1.44%
-$108,718.68 
FDX FedEx Corporation
-1.37%
-$4,957.09 
TSLA Tesla, Inc.
-1.36%
-$22,430.28 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.35%
-$31,984.12 
VONG Vanguard Russell 1000 Growth Fund
-1.35%
-$31,847.57 
HL Hecla Mining Company
-1.35%
-$45,152.52 
PWR Quanta Services Inc.
-1.33%
-$62,611.8 
VUG Vanguard Growth ETF
-1.29%
-$10,571.72 
IBM International Business Machines Corporation
-1.28%
-$2,299.31 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.25%
-$12,288.67 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.25%
-$7,338.15 
FIX Comfort Systems USA, Inc.
-1.25%
-$35,287.29 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.18%
-$402,026.46 
IUSG iShares Core S&P U.S. Growth ETF
-1.17%
-$4,081.5 
IEMG iShares Core MSCI Emerging Markets ETF
-1.16%
-$2,476.07 
UNH UnitedHealth Group Incorporated
-1.14%
-$23,081.57 
AUPH Aurinia Pharmaceuticals Inc.
-1.11%
-$12,672.5 
IWM iShares Russell 2000 ETF
-1.08%
-$15,190.6 
VXF Vanguard Extended Market ETF
-1.08%
-$10,450 
CGXU Capital Group International Focus Equity ETF
-0.97%
-$14,063.04 
VB Vanguard Small-Cap ETF
-0.93%
-$2,267.28 
EGAN eGain Corporation
-0.9%
-$4,161.95 
CGGO Capital Group Global Growth Equity ETF
-0.87%
-$40,399.32 
DAL Delta Air Lines, Inc.
-0.87%
-$13,600.04 
AMZN Amazon.com Inc
-0.84%
-$122,775.18 
BR Broadridge Financial Solutions, Inc.
-0.84%
-$14,700 
STNG Scorpio Tankers Inc.
-0.83%
-$46,844.1 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.83%
-$8,162.19 
HBM Hudbay Minerals Inc.
-0.83%
-$7,294 
TPC Tutor Perini Corporation
-0.8%
-$31,368.75 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.78%
-$1,463.11 
IWR iShares Russell Mid-Cap ETF
-0.75%
-$6,591.98 
CRS Carpenter Technology Corporation
-0.72%
-$37,893.43 
EME EMCOR Group, Inc.
-0.71%
-$19,870.19 
SCHB Schwab U.S. Broad Market ETF
-0.71%
-$2,874.06 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.68%
-$55,699 
UNP Union Pacific Corporation
-0.67%
-$27,179.26 
TOPT iShares Top 20 U.S. Stocks ETF
-0.67%
-$1,481.67 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.67%
-$18,963.22 
MDY SPDR S&P MidCap 400 ETF Trust
-0.64%
-$1,886.8 
EMR Emerson Electric Co.
-0.63%
-$8,448.66 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.62%
-$39,352.8 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.61%
-$348,132.66 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$5,327.51 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$42,982.21 
VOO Vanguard S&P 500 ETF
-0.6%
-$13,151.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$118,517.58 
IVV iShares Core S&P 500 ETF
-0.59%
-$52,275.89 
SEZL Sezzle Inc.
-0.55%
-$30,864.4 
CGUS Capital Group Core Equity ETF
-0.53%
-$9,192.56 
MTZ MasTec, Inc. Common Stock
-0.52%
-$13,557.45 
QUAL iShares MSCI USA Quality Factor ETF
-0.5%
-$1,467.06 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.48%
-$22,297.71 
IJR iShares Core S&P Small-Cap ETF
-0.47%
-$4,079.4 
CGDV Capital Group Dividend Value ETF
-0.47%
-$4,959.72 
ECL Ecolab Inc.
-0.46%
-$1,003.66 
MTD Mettler-Toledo International Inc.
-0.4%
-$1,161.72 
USMV iShares MSCI USA Min Vol Factor ETF
-0.34%
-$1,082.2 
CGBL Capital Group Core Balanced ETF
-0.32%
-$19,797.72 
B BARRICK MINING CORP Common Stock (ABR0)
-0.3%
-$12,297.6 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.28%
-$2,782.26 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.28%
-$76,528.1 
SSRM Ssr Mining Inc.
-0.25%
-$11,559.52 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$13,370.4 
VEU Vanguard FTSE All-World ex-US ETF
-0.25%
-$576.66 
SHW The Sherwin-Williams Company
-0.23%
-$507.79 
LDOS Leidos Holdings Inc.
-0.18%
-$1,500.97 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.17%
-$1,094.54 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.16%
-$1,412.64 
IXUS iShares Core International Stock ETF
-0.15%
-$488.88 
WPM Wheaton Precious Metals Corp.
-0.14%
-$2,236.87 
XLV Health Care Select Sector SPDR Fund
-0.12%
-$318.15 
MUB iShares National Muni Bond ETF
-0.1%
-$274.15 
CWI SPDR MSCI ACWI ex-US ETF
-0.1%
-$6,885.28 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$530.92 
GEV GE Vernova Inc.
-0.07%
-$3,870.72 
BA Boeing Company
-0.06%
-$250 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.04%
-$3,433.19 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.03%
-$1,542.69 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.03%
-$300.33 
CGCP Capital Group Core Plus Income ETF
-0.02%
-$772.75 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.02%
-$790.93 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$668.52 Events
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Dividends
Dividend Analysis
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No Data
| Trades 881 | Longs Won 590/881 66% | Profit Factor 4.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $818,426.53 |
| Average Win $264,571.94 | Best Trade (Oct 15) $10.53M | Sharpe Ratio -4.74 |
| Average Loss -$131,422.33 | Worst Trade (Oct 16) -$3.12M | Z-Score 10.8 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $133,772.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 77,497 | $19.55M | $26.72M | - | $7.17M | 36.66% | +0.825% |
| ABBV AbbVie Inc. | 17,137 | $3.73M | $4.88M | - | $1.15M | 30.84% | +0.409% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,670 | $291,704.37 | $340,117.95 | - | $48,413.58 | 16.6% | +0.114% |
| ADP Automatic Data Processing Inc. | 1,582 | $321,393.68 | $452,499.46 | - | $131,105.78 | 40.79% | +0.133% |
| AEIS Advanced Energy Industries Inc. | 9,140 | $2.95M | $2.22M | - | -$728,549 | -24.7% | -3.602% |
| AEM Agnico Eagle Mines Limited | 10,808 | $2.19M | $2.03M | - | -$166,227.2 | -7.58% | +0.021% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,323 | $726,955.08 | $698,760.66 | - | -$28,194.42 | -3.88% | +0.01% |
| AGX Argan Inc. | 16,596 | $9.04M | $5.92M | - | -$3.12M | -34.48% | -2.813% |
| ALSN Allison Transmission Holdings Inc. | 2,554 | $275,292.22 | $288,167.82 | - | $12,875.6 | 4.68% | +0.249% |
| AMD Advanced Micro Devices, Inc. | 27,119 | $5.53M | $14.67M | - | $9.15M | 165.49% | -3.764% |
| AMZN Amazon.com Inc | 57,105 | $11.99M | $14.43M | - | $2.43M | 20.31% | -0.844% |
| ANET Arista Networks, Inc. | 44,800 | $5.5M | $8.05M | - | $2.55M | 46.36% | -3.166% |
| ARGX argenx SE American Depositary Receipt | 8,517 | $6.22M | $6.95M | - | $735,441.2 | 11.82% | -3.506% |
| ARM Arm Holdings plc American Depositary Receipt | 707 | $250,681 | $166,583.34 | - | -$84,097.66 | -33.55% | -3.746% |
| AUPH Aurinia Pharmaceuticals Inc. | 68,500 | $1.02M | $1.13M | - | $115,904.98 | 11.39% | -1.106% |
| AVGO Broadcom Inc. | 3,082 | $926,103.2 | $1.03M | - | $104,810.39 | 11.32% | -2.856% |
| B BARRICK MINING CORP Common Stock (ABR0) | 102,480 | $4.18M | $4.14M | - | -$36,892.61 | -0.88% | -0.296% |
| BA Boeing Company | 2,381 | $447,167.75 | $449,116.12 | - | $1,948.37 | 0.44% | -0.056% |
| BE Bloom Energy Corporation | 54,675 | $7.41M | $12.47M | - | $5.06M | 68.29% | -3.504% |
| BP BP p.l.c. Sponsored ADR | 27,909 | $1.03M | $1.38M | - | $352,629.76 | 34.19% | +2.364% |
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FAQ
Which stocks have generated the highest profits for Grant Reeves?
The largest contributions to the portfolio's profits come from the following stocks: Bloom Energy Corporation - $3.34M, Seagate Technology Holdings plc - $2.79M, Vertiv Holdings Co - $1.12M, TTM Technologies, Inc - $1M, and Argan Inc - $920,987.75. 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: Power Solutions International, Inc - $1.47M, Ubiquiti Inc - $857,171.49, Hesai Group American Depositary Share - $628,085.19, Accenture plc Class A - $350,908.02, and McDonald's Corporation - $249,622.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Grant Reeves's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.79M earned over time. The largest contributors to dividend income include SPDR Portfolio S&P 1500 Composite Stock Market ETF - $299,985.79, Invesco BulletShares 2030 Corporate Bond ETF - $260,908.28, SPDR MSCI ACWI ex-US ETF - $255,879.91, Invesco BulletShares 2029 Corporate Bond ETF - $238,952.84, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $230,102.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Grant Reeves's monthly returns?
Grant Reeves'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 Grant Reeves's strategy be considered aggressive or moderate?
Grant Reeves's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Grant Reeves's strategy?
Grant Reeves's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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