Mark Fiskio Portfolio
Invests via Empirical Asset Management LLC | Managed by Mark Fiskio, Glenn Caldicott, Pete Martin
Invests via Empirical Asset Management LLC
Managed by Mark Fiskio, Glenn Caldicott, Pete Martin
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Mark Fiskio Profile
Mark Fiskio is an accomplished entrepreneur and operating executive known for his impactful contributions in the technology sector. With extensive experience building innovative solutions, he has led various startup initiatives that effectively address market gaps and enhance consumer engagement. Mark's strategic vision has facilitated partnerships with industry leaders, driving growth trajectories while fostering sustainable development within competitive landscapes. His background in engineering, combined with a deep understanding of digital transformation trends, empowers him to leverage emerging technologies in practical applications. As a pivotal figure in the evolution of tech enterprises, his expertise is crucial to navigating today’s dynamic business environment.
Mark Fiskio is an accomplished entrepreneur and operating executive known for his impactful contributions in the technology sector. With extensive experience building innovative solutions, he has led various startup initiatives that effectively address market gaps and enhance consumer engagement. Mark's strategic vision has facilitated partnerships with industry leaders, driving growth trajectories while fostering sustainable development within competitive landscapes. His background in engineering, combined with a deep understanding of digital transformation trends, empowers him to leverage emerging technologies in practical applications. As a pivotal figure in the evolution of tech enterprises, his expertise is crucial to navigating today’s dynamic business environment.
Investment Philosophy & Strategy
Navigating the evolving technology landscape demands an entrepreneurial spirit combined with operational acumen. Mark Fiskio exemplifies this blend, leveraging a rich background in engineering and innovation to identify transformative opportunities within the sector. His keen insight into market dynamics drives strategic decision-making that emphasizes sustainable growth through cutting-edge solutions. Committed to building alliances that propel business objectives, he prioritizes consumer engagement while actively addressing contemporary challenges faced by tech startups. As he ventures into new initiatives, his emphasis on practical application of emerging technologies underscores a forward-looking approach that positions enterprises for long-term success.
Navigating the evolving technology landscape demands an entrepreneurial spirit combined with operational acumen. Mark Fiskio exemplifies this blend, leveraging a rich background in engineering and innovation to identify transformative opportunities within the sector. His keen insight into market dynamics drives strategic decision-making that emphasizes sustainable growth through cutting-edge solutions. Committed to building alliances that propel business objectives, he prioritizes consumer engagement while actively addressing contemporary challenges faced by tech startups. As he ventures into new initiatives, his emphasis on practical application of emerging technologies underscores a forward-looking approach that positions enterprises for long-term success.
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:
41.29%
Gain +0.57%
Monthly
0.6%
Yearly
7.48%
Drawdown
20.82%
$434.1M
Equity
Holdings
$434.1M
Investment
$362.93M
$9.57M
Profit +$1.97M
Realized
-$61.6M
Unrealized
$71.17M
Dividends
$30.81M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$1.97M
Win %
74%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$4.32M
Win %
74%
This Month
Compared to last month
Gain
-1.45%
Profit
-$6.39M
Win %
74%
This Year
Compared to last year
Gain
10.61%
Profit
$41.65M
Win %
71%
TER Teradyne, Inc.
+3.85%
+$22,286.21 
EAT Brinker International Inc.
+3.27%
+$9,254.04 
PLTR Palantir Technologies Inc.
+2.85%
+$34,685.28 
ISRG Intuitive Surgical, Inc.
+2.51%
+$27,498.21 
AMD Advanced Micro Devices, Inc.
+2.47%
+$56,055.95 
WDC Western Digital Corporation
+2.29%
+$11,398.95 
AVGO Broadcom Inc.
+2.27%
+$21,677.07 
PODD Insulet Corporation
+2.14%
+$14,433.12 
STX Seagate Technology Holdings plc
+2.13%
+$12,644.58 
MSFT Microsoft Corp.
+2.1%
+$114,653.02 
MU Micron Technology, Inc.
+1.91%
+$61,749.96 
GEV GE Vernova Inc.
+1.91%
+$27,780.52 
GOOG Alphabet Inc
+1.87%
+$65,198.54 
CF CF Industries Holdings, Inc.
+1.87%
+$11,483.93 
MPWR Monolithic Power Systems, Inc.
+1.85%
+$23,663.36 
CRM Salesforce Inc
+1.85%
+$11,352.85 
SHOP Shopify Inc.
+1.81%
+$7,253.12 
MCRI Monarch Casino & Resort Inc.
+1.8%
+$7,217.86 
GOOGL Alphabet Inc
+1.79%
+$66,129.31 
CBOE Cboe Global Markets Inc.
+1.76%
+$14,358.78 
VLO Valero Energy Corporation
+1.76%
+$19,339.32 
PGR Progressive Corporation
+1.54%
+$6,663.19 
ALL Allstate Corporation
+1.49%
+$10,716.29 
SUN Sunoco L.P.
+1.49%
+$30,822 
SFL SFL Corporation Ltd.
+1.49%
+$1,831.17 
EPD Enterprise Products Partners L.P.
+1.45%
+$9,431.67 
INTU Intuit Inc.
+1.35%
+$13,571.11 
PSX Phillips 66
+1.29%
+$3,296.61 
VEEV Veeva Systems Inc.
+1.26%
+$7,094.64 
WRB W.R. Berkley Corporation
+1.24%
+$9,180.1 
MPC Marathon Petroleum Corporation
+1.21%
+$5,643.31 
XPEL XPEL, Inc.
+1.13%
+$2,326.03 
RYT Invesco S&P 500 Equal Weight ETF
+1.13%
+$45,969.9 
WMB The Williams Companies, Inc.
+1.12%
+$4,178.62 
AMZN Amazon.com Inc
+1.12%
+$52,962.4 
SCHW Charles Schwab Corporation
+1.11%
+$13,639.1 
APP AppLovin Corporation Class A Common Stock
+1.1%
+$7,707.96 
CVX Chevron Corporation
+1.07%
+$23,785.31 
COP ConocoPhillips
+1.01%
+$6,102.76 
VRT Vertiv Holdings Co
+0.99%
+$4,354.56 
DOCN DigitalOcean Holdings Inc.
+0.98%
+$2,793.96 
AVAH Aveanna Healthcare Holdings Inc.
+0.98%
+$1,268.91 
ARM Arm Holdings plc American Depositary Receipt
+0.95%
+$23,023 
T AT&T Inc.
+0.94%
+$1,995.06 
TJX The TJX Companies, Inc.
+0.92%
+$2,197.49 
CHRD Chord Energy Corp
+0.91%
+$2,385.61 
NLOP Net Lease Office Properties.
+0.9%
+$2,208.78 
ANET Arista Networks, Inc.
+0.88%
+$19,656.08 
PWR Quanta Services Inc.
+0.81%
+$5,328.57 
UVE Universal Insurance Holdings, Inc.
+0.8%
+$2,877.42 
XOM Exxon Mobil Corporation
+0.77%
+$21,601.86 
V Visa Inc. Class A
+0.77%
+$12,045 
SOXX iShares Semiconductor ETF
+0.76%
+$2,821.82 
IGV iShares Expanded Tech-Software Sector ETF
+0.75%
+$11,344.2 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.75%
+$4,875.78 
IGM iShares Expanded Tech Sector ETF
+0.71%
+$10,808.84 
MOG-A Moog Inc.
+0.71%
+$2,816.22 
TSN Tyson Foods Inc.
+0.71%
+$1,357.51 
ABT Abbott Laboratories
+0.7%
+$2,118.64 
COKE Coca-Cola Consolidated Inc.
+0.7%
+$5,443.2 
MA Mastercard Incorporated
+0.69%
+$2,984.28 
RTX RTX Corporation
+0.69%
+$3,593.66 
META Meta Platforms Inc Class A
+0.68%
+$40,845.13 
CTA Simplify Managed Futures Strategy ETF
+0.68%
+$14,736.55 
BAI iShares A.I. Innovation and Tech Active ETF
+0.67%
+$1,850.22 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.66%
+$66,921.98 
IDCC InterDigital, Inc.
+0.66%
+$3,675.65 
EOG EOG Resources, Inc.
+0.66%
+$1,503.28 
IWLG NYLI Winslow Large Cap Growth ETF
+0.66%
+$3,979.8 
IBM International Business Machines Corporation
+0.65%
+$2,166.6 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.62%
+$6,860.1 
TTD The Trade Desk, Inc. Class A
+0.62%
+$3,919.09 
EEM iShares MSCI Emerging Markets ETF
+0.62%
+$3,423.42 
IYE iShares U.S. Energy ETF
+0.6%
+$3,790.65 
IYW iShares U.S. Technology ETF
+0.58%
+$49,332.78 
ACN Accenture plc Class A
+0.56%
+$2,351.43 
SPMO Invesco S&P 500 Momentum ETF
+0.55%
+$1,967.89 
GD General Dynamics Corporation
+0.53%
+$5,445.08 
IEMG iShares Core MSCI Emerging Markets ETF
+0.5%
+$3,424.57 
SLV iShares Silver Trust
+0.49%
+$24,429.75 
IGD Voya Global Equity Dividend Fund
+0.47%
+$611.46 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.47%
+$6,068.69 
NEXT NextDecade Corporation
+0.46%
+$519.05 
QGRW WisdomTree U.S. Quality Growth Fund
+0.45%
+$2,447.02 
XLK State Street Technology Select Sector SPDR ETF
+0.43%
+$4,673.45 
HON Honeywell International Inc.
+0.41%
+$544.98 
VGT Vanguard Information Technology ETF
+0.41%
+$3,526.56 
OSG Octave Specialty Group, Inc.
+0.41%
+$586 
CDNS Cadence Design Systems, Inc.
+0.38%
+$1,888.74 
SCHE Schwab Emerging Markets Equity ETF
+0.38%
+$1,441.39 
IUSG iShares Core S&P U.S. Growth ETF
+0.38%
+$3,276 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$7,150.08 
QQQM Invesco NASDAQ 100 ETF
+0.36%
+$1,125.79 
IWF iShares Russell 1000 Growth ETF
+0.29%
+$7,649.34 
VUG Vanguard Growth ETF
+0.29%
+$16,565.43 
PAYO Payoneer Global Inc.
+0.28%
+$549.46 
HYHG ProShares High Yield-Interest Rate Hedged ETF
+0.26%
+$2,418.08 
ACGL Arch Capital Group Ltd
+0.25%
+$1,322.94 
CRON Cronos Group Inc.
+0.25%
+$175 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.25%
+$1,819.98 
AVEM Avantis Emerging Markets Equity ETF
+0.25%
+$1,070.96 
PWB Invesco Large Cap Growth ETF
+0.24%
+$5,469.34 
TR Tootsie Roll Industries, Inc.
+0.23%
+$541.62 
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund
+0.22%
+$2,274.14 
KO The Coca-Cola Company
+0.21%
+$1,106.36 
OKE ONEOK, Inc.
+0.2%
+$657.78 
HELE Helen of Troy Limited
+0.2%
+$1,125.34 
VIK Viking Holdings Ltd
+0.2%
+$1,930.59 
JGRO JPMorgan Active Growth ETF
+0.19%
+$471.6 
ETN Eaton Corporation plc
+0.16%
+$1,541.21 
NWSA News Corporation
+0.16%
+$467.64 
FTNT Fortinet Inc.
+0.15%
+$1,535.5 
EWJ iShares MSCI Japan ETF
+0.15%
+$740.75 
DVN Devon Energy Corporation
+0.15%
+$326.88 
NXST Nexstar Media Group Inc.
+0.13%
+$314.82 
WTMF WisdomTree Managed Futures Strategy Fund
+0.12%
+$929.65 
NVDA NVIDIA Corporation
+0.12%
+$9,339.6 
PBI Pitney Bowes Inc.
+0.11%
+$427.36 
ADP Automatic Data Processing Inc.
+0.1%
+$715.5 
THRO iShares U.S. Thematic Rotation Active ETF
+0.08%
+$193.87 
STT State Street Corp
+0.08%
+$624.45 
SHLD Global X Defense Tech ETF
+0.07%
+$232.43 
BSX Boston Scientific Corporation
+0.07%
+$584.51 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.06%
+$140.31 
NEM Newmont Corporation
+0.06%
+$449.74 
SXC SunCoke Energy Inc.
+0.06%
+$99.78 
NAVI Navient Corporation
+0.06%
+$68.09 
QAI NYLI Hedge Multi-Strategy Tracker ETF
+0.06%
+$855.54 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.05%
+$656 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$43.16 
NJR New Jersey Resources Corporation
+0.02%
+$305.14 
ATRO Astronics Corporation
+0.01%
+$78.36 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$591.9 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.01%
+$257.56 
SLAB Silicon Laboratories Inc.
+0.01%
+$22.88 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.01%
+$54.58 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
+0.01%
+$54.34 
AFIF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CNTA Centessa Pharmaceuticals plc American Depositary Receipt
0%
$0 
HIMU
0%
$0 
MHD BlackRock MuniHoldings Fund Inc.
0%
$0 
RHTX RH Tactical Outlook ETF
0%
$0 
RMIF LHA Risk Managed Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MGY Magnolia Oil & Gas Corp.
-5.34%
-$9,293.08 
AKBA Akebia Therapeutics Inc.
-4.85%
-$2,275 
TIC Acuren Corporation
-3.67%
-$8,765.34 
BVS Bioventus Inc. Class A
-3.52%
-$7,483.4 
DELL Dell Technologies Inc.
-3.23%
-$91,896.15 
ORCL Oracle Corporation
-3.18%
-$47,600.84 
VMC Vulcan Materials Company
-2.73%
-$8,865 
EXPD Expeditors International of Washington, Inc.
-2.73%
-$7,696.84 
TSLA Tesla, Inc.
-2.45%
-$35,893.62 
MRK Merck & Co., Inc.
-2.38%
-$50,266.4 
TD The Toronto-Dominion Bank
-2.35%
-$10,790.28 
LLY Eli Lilly and Company
-2.29%
-$92,042.97 
GE General Electric Company
-2.21%
-$30,992.46 
RPD Rapid7 Inc.
-2.17%
-$13,583.37 
APO Apollo Global Management, Inc.
-2.12%
-$4,674.56 
LOW Lowe's Companies Inc.
-2.03%
-$8,768.79 
BLMN Bloomin' Brands Inc.
-1.99%
-$2,679.37 
LRCX Lam Research Corporation
-1.94%
-$14,604.4 
NUE Nucor Corporation
-1.92%
-$9,497.68 
CAT Caterpillar Inc.
-1.92%
-$26,234.19 
FAST Fastenal Co.
-1.9%
-$12,909.26 
ATEC Alphatec Holdings Inc.
-1.87%
-$2,484.96 
NFLX Netflix, Inc.
-1.87%
-$8,096.04 
WSM Williams-Sonoma, Inc.
-1.86%
-$15,001.12 
UNP Union Pacific Corporation
-1.84%
-$11,051.18 
STLD Steel Dynamics Inc.
-1.81%
-$12,711.79 
MLM Martin Marietta Materials, Inc.
-1.81%
-$5,639.72 
KLAC KLA Corporation
-1.8%
-$41,485.31 
MNST Monster Beverage Corporation
-1.78%
-$16,864.08 
XRN Chiron Real Estate Inc.
-1.74%
-$5,914.26 
HD The Home Depot, Inc.
-1.72%
-$68,088.57 
AAPL Apple Inc.
-1.71%
-$435,602.87 
AIV Apartment Investment and Management Company
-1.65%
-$3,271.36 
CRL Charles River Laboratories International, Inc.
-1.65%
-$5,564.52 
CHRW C.H. Robinson Worldwide, Inc.
-1.64%
-$18,618.58 
BBDC Barings BDC Inc.
-1.59%
-$1,544.81 
XBI SPDR S&P Biotech ETF
-1.56%
-$13,576.8 
WMT Walmart Inc.
-1.54%
-$37,426.4 
ECL Ecolab Inc.
-1.53%
-$5,172.82 
SMPL Simply Good Foods Co.
-1.49%
-$2,693.62 
PEP PepsiCo, Inc.
-1.47%
-$12,481.58 
WFC Wells Fargo & Company
-1.46%
-$17,507.84 
PANW Palo Alto Networks, Inc.
-1.43%
-$28,853.1 
MEDP Medpace Holdings Inc.
-1.35%
-$8,526.02 
INCY Incyte Corporation
-1.33%
-$11,501.88 
GRMN Garmin Ltd.
-1.31%
-$13,652.25 
JNJ Johnson & Johnson
-1.3%
-$17,713.41 
IMXI International Money Express Inc.
-1.27%
-$2,535.89 
IBB iShares Biotechnology ETF
-1.23%
-$32,752.98 
BAC Bank of America Corporation
-1.23%
-$15,271.39 
RUSHB Rush Enterprises, Inc.
-1.16%
-$4,307.62 
PEG Public Service Enterprise Group Incorporated
-1.14%
-$3,977.38 
CRWD CrowdStrike Holdings, Inc.
-1.13%
-$11,559.92 
ARCB ArcBest Corporation
-1.11%
-$11,265.62 
NVR NVR, Inc.
-1.11%
-$2,664.74 
PFE Pfizer Inc.
-1.08%
-$2,405.16 
INFY Infosys Limited
-1.04%
-$1,266.24 
MCK McKesson Corporation
-1.04%
-$13,428.8 
SBUX Starbucks Corporation
-1.01%
-$6,838.37 
IYH iShares U.S. Healthcare ETF
-0.97%
-$23,232.85 
YORW The York Water Company
-0.95%
-$3,049.5 
XLB Materials Select Sector SPDR Fund
-0.95%
-$5,913.12 
ROAM Hartford Multifactor Emerging Markets ETF
-0.94%
-$9,943.68 
XLV Health Care Select Sector SPDR Fund
-0.92%
-$2,539.68 
AXP American Express Company
-0.91%
-$7,278.85 
UNH UnitedHealth Group Incorporated
-0.91%
-$9,481.5 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.88%
-$8,668.5 
FDS FactSet Research Systems Inc.
-0.87%
-$5,071.49 
TROW T. Rowe Price Group, Inc.
-0.83%
-$6,189.57 
CECO CECO Environmental Corp.
-0.82%
-$19,696.4 
BMY Bristol-Myers Squibb Company
-0.79%
-$1,614.72 
JPM JPMorgan Chase & Co.
-0.79%
-$36,762.88 
SYY Sysco Corporation
-0.78%
-$3,938.56 
NUGT Direxion Daily Gold Miners Index Bull 2X Shares
-0.78%
-$1,610 
RDN Radian Group Inc.
-0.78%
-$2,197.53 
TSCO Tractor Supply Company
-0.77%
-$1,388.62 
APA APA Corporation
-0.77%
-$2,296.35 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.77%
-$2,174.3 
PG Procter & Gamble Co
-0.75%
-$15,887.8 
ADBE Adobe Inc.
-0.74%
-$5,741.12 
IYJ iShares U.S. Industrials ETF
-0.74%
-$10,471.2 
TPL Texas Pacific Land Corporation
-0.72%
-$11,880.04 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.7%
-$4,700.5 
LOPE Grand Canyon Education Inc.
-0.69%
-$3,641.07 
TLT iShares 20+ Year Treasury Bond ETF
-0.68%
-$10,013.62 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.68%
-$1,515.11 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.68%
-$1,773.49 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.66%
-$1,846.47 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.65%
-$10,187.4 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.64%
-$4,218.74 
INDA ISHARES MSCI INDIA ETF
-0.63%
-$2,601.21 
GS The Goldman Sachs Group, Inc.
-0.63%
-$13,237.91 
EFA iShares MSCI EAFE ETF
-0.63%
-$6,833.45 
ERIE Erie Indemnity Company
-0.62%
-$2,123.46 
CZA Invesco Zacks Mid-Cap ETF
-0.61%
-$11,593.04 
GTO Invesco Total Return Bond ETF
-0.61%
-$2,700.37 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.61%
-$11,373.67 
AMAT Applied Materials, Inc.
-0.6%
-$6,349.51 
IYM iShares U.S. Basic Materials ETF
-0.6%
-$3,607.76 
MDY SPDR S&P MidCap 400 ETF Trust
-0.6%
-$2,230.33 
EFV iShares MSCI EAFE Value ETF
-0.59%
-$2,156.67 
OMFS Invesco Russell 2000 Dynamic Multifactor ETF
-0.59%
-$10,722.6 
IEFA iShares Core MSCI EAFE ETF
-0.59%
-$11,138.37 
IUSV iShares Core S&P U.S. Value ETF
-0.58%
-$5,439.77 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$7,814.91 
VIG Vanguard Dividend Appreciation ETF
-0.58%
-$1,726.2 
FYC First Trust Small Cap Growth Fund
-0.58%
-$10,616.82 
TT Trane Technologies plc
-0.57%
-$4,257.9 
ZECP Zacks Earnings Consistent Portfolio
-0.57%
-$3,547.72 
QCOM QUALCOMM Incorporated
-0.57%
-$15,772.81 
IYF iShares U.S. Financials ETF
-0.56%
-$5,282.73 
ABBV AbbVie Inc.
-0.56%
-$4,874.93 
RMD ResMed Inc.
-0.56%
-$2,892.66 
TLH iShares 10-20 Year Treasury Bond ETF
-0.55%
-$1,828.47 
ASML ASML Holding N.V. New York Registry Shares
-0.54%
-$2,469.06 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.54%
-$2,421.05 
UTL Unitil Corporation
-0.53%
-$1,689.25 
C Citigroup Inc.
-0.53%
-$1,363.42 
AMGN Amgen Inc.
-0.52%
-$2,922.24 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.52%
-$1,841.52 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.52%
-$3,269.84 
FUTY Fidelity MSCI Utilities Index ETF
-0.52%
-$1,763.4 
GILD Gilead Sciences Inc.
-0.51%
-$7,716.96 
IVE ISHARES S&P 500 VALUE ETF
-0.51%
-$10,462.36 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.51%
-$1,750.77 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$13,222.47 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.5%
-$5,068.65 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.5%
-$3,324.28 
IDU iShares U.S. Utilities ETF
-0.5%
-$2,600.15 
STM STMicroelectronics N.V.
-0.5%
-$3,582.05 
CSCO Cisco Systems, Inc.
-0.5%
-$11,376.94 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.5%
-$1,648.36 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.49%
-$2,300.79 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.49%
-$1,048 
FNDF Schwab Fundamental International Large Company Index ETF
-0.48%
-$1,262.76 
LVHI Franklin International Low Volatility High Dividend ETF
-0.48%
-$1,186.4 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.48%
-$2,510.77 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.47%
-$9,528.03 
XLP Consumer Staples Select Sector SPDR Fund
-0.46%
-$2,800.95 
VB Vanguard Small-Cap ETF
-0.45%
-$3,930.19 
SPGI S&P Global Inc.
-0.45%
-$2,151.3 
HLMN Hillman Solutions Corp.
-0.43%
-$409.39 
IJR iShares Core S&P Small-Cap ETF
-0.42%
-$3,695.2 
VTV Vanguard Value ETF
-0.42%
-$6,543.45 
FTDR Frontdoor, Inc.
-0.42%
-$3,594.88 
KREF KKR Real Estate Finance Trust Inc.
-0.41%
-$986.82 
FXZ First Trust Materials AlphaDEX Fund
-0.41%
-$882.88 
SCHF Schwab International Equity ETF
-0.41%
-$963.38 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.4%
-$1,183.67 
PPTY Vident U.S. Diversified Real Estate ETF
-0.4%
-$1,870.26 
YUM Yum! Brands, Inc.
-0.39%
-$2,311.88 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.39%
-$3,289.78 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
-0.39%
-$6,222.78 
XLF Financial Select Sector SPDR Fund
-0.38%
-$3,074.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.38%
-$957.76 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$1,894.61 
JAVA JPMorgan Active Value ETF
-0.37%
-$832.49 
JOET Virtus Terranova U.S. Quality Momentum ETF
-0.37%
-$1,677.88 
WTV WisdomTree U.S. Value Fund
-0.37%
-$1,005.62 
MTGP WisdomTree Mortgage Plus Bond Fund
-0.36%
-$2,229.71 
RWL Invesco S&P 500 Revenue ETF
-0.35%
-$6,720.14 
IWR iShares Russell Mid-Cap ETF
-0.35%
-$5,638.44 
IWO iShares Russell 2000 Growth ETF
-0.34%
-$1,765.87 
UTEN US Treasury 10 Year Note ETF
-0.34%
-$2,318.89 
AMAX Adaptive Hedged Multi-Asset Income ETF
-0.33%
-$305.2 
VRIG Invesco Variable Rate Investment Grade ETF
-0.32%
-$1,057.12 
IWM iShares Russell 2000 ETF
-0.32%
-$8,582.27 
RECS Columbia Research Enhanced Core ETF
-0.32%
-$1,536.78 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.31%
-$3,389.18 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.31%
-$1,651.8 
FLQS Franklin U.S. Small Cap Multifactor Index ETF
-0.3%
-$731.23 
FTC First Trust Large Cap Growth Fund
-0.3%
-$6,415.17 
COST Costco Wholesale Corporation
-0.3%
-$2,238.53 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-0.29%
-$737.87 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.29%
-$1,706.87 
CORO Ishares International Country Rotational Active ETF
-0.28%
-$767.4 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.28%
-$3,695.77 
UIVM VictoryShares International Value Momentum ETF
-0.28%
-$4,491.35 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.27%
-$1,204.19 
ADI Analog Devices, Inc.
-0.27%
-$1,397.84 
VO Vanguard Mid-Cap ETF
-0.27%
-$8,679.98 
QUAL iShares MSCI USA Quality Factor ETF
-0.27%
-$2,067.74 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$2,388 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.26%
-$585.2 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.26%
-$731.71 
MCD McDonald's Corporation
-0.25%
-$4,894.03 
FLSP Franklin Systematic Style Premia ETF
-0.25%
-$681.52 
AGG iShares Core U.S. Aggregate Bond ETF
-0.25%
-$5,929 
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF
-0.24%
-$3,356.04 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.24%
-$670.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.23%
-$1,697.4 
IGOV iShares International Treasury Bond ETF
-0.23%
-$5,587.61 
IUSB iShares Core Universal USD Bond ETF
-0.23%
-$1,315.96 
FOXA Fox Corporation
-0.23%
-$1,459.77 
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF
-0.23%
-$735.84 
GLD SPDR Gold Shares
-0.22%
-$7,481.97 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.21%
-$596.09 
MBB iShares MBS ETF
-0.21%
-$1,027.4 
QLC FlexShares US Quality Large Cap Fund
-0.21%
-$1,106.69 
IAU iShares Gold Trust
-0.21%
-$873.44 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.21%
-$4,549.9 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.21%
-$669.23 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
-0.2%
-$810.87 
EVTR Eaton Vance Total Return Fund
-0.2%
-$397.1 
TRV The Travelers Companies, Inc.
-0.2%
-$1,896.54 
SGOL abrdn Physical Gold Shares ETF
-0.2%
-$15,869.55 
AMP Ameriprise Financial, Inc.
-0.19%
-$1,608.93 
MTB M&T Bank Corporation
-0.18%
-$1,072.26 
EOS Eaton Vance Enhanced Equity Income Fund II
-0.18%
-$517.8 
WPM Wheaton Precious Metals Corp.
-0.18%
-$446.69 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
-0.18%
-$518.88 
UBER Uber Technologies, Inc.
-0.18%
-$1,769.95 
AR Antero Resources Corporation
-0.15%
-$249.95 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
-0.15%
-$1,090.39 
ATO Atmos Energy Corporation
-0.14%
-$1,640.25 
OR OR ROYALTIES INC COMMON STOCK
-0.14%
-$343.64 
FNY First Trust Mid Cap Growth Fund
-0.13%
-$2,453.49 
BINC iShares Flexible Income Active ETF
-0.12%
-$567.54 
ET Energy Transfer L.P.
-0.11%
-$786.21 
AGOX Adaptive Alpha Opportunities ETF
-0.1%
-$1,526.89 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.1%
-$532.21 
GSWO Goldman Sachs ActiveBeta World Equity ETF
-0.1%
-$223.02 
WM Waste Management, Inc.
-0.09%
-$210.98 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$546.85 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
-0.08%
-$184 
CLSE Convergence Long/Short Equity Fund
-0.07%
-$1,112.9 
FDT First Trust Developed Markets ex-US Fund
-0.07%
-$1,126.84 
GEW Cambria Global Equal Weight ETF
-0.07%
-$746.31 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$227.19 
SCHX Schwab U.S. Large-Cap ETF
-0.07%
-$402.3 
FANG Diamondback Energy Inc
-0.07%
-$244.77 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$227 
UNM Unum Group
-0.06%
-$230.72 
VZ Verizon Communications Inc.
-0.06%
-$245.8 
ZM Zoom Video Communications, Inc.
-0.06%
-$126.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.05%
-$376.22 
VRE Veris Residential Inc.
-0.05%
-$144.72 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$396 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$748.37 
UTWO U.S. Treasury 2-Year Note ETF
-0.04%
-$302.1 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$5,550.22 
RJF Raymond James Financial Inc.
-0.04%
-$100.43 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.03%
-$511.2 
VOO Vanguard S&P 500 ETF
-0.03%
-$1,737.7 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
-0.03%
-$109.38 
ILS Brookmont Catastrophic Bond ETF
-0.03%
-$772.43 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$75.65 
MMM 3M Company
-0.02%
-$198.15 
QWLD SPDR MSCI World StrategicFactors ETF
-0.01%
-$32.71 
IVV iShares Core S&P 500 ETF
-0.01%
-$451.71 Events
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Dividends
Dividend Analysis
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| Trades 4222 | Longs Won 2303/4222 54% | Profit Factor 1.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $996,755.5 |
| Average Win $99,244.34 | Best Trade (Sep 30) $7.5M | Sharpe Ratio -5.96 |
| Average Loss -$114,116.69 | Worst Trade (Mar 31) -$54.33M | Z-Score -1.43 (85.07%) |
| Commissions $0 | Avg. Trade Length 1y 2w 3d | Expectancy $2,266.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 1.27% | 4.74% | 10.22% | 17.62% | 26.89% | 37.99% | 50.87% | 65.52% | 81.9% |
| Consecutive Losing Trades | 3,802 | 3,422 | 3,042 | 2,662 | 2,281 | 1,901 | 1,521 | 1,141 | 760 | 380 |
Hover over the desired column for a detailed explanation.
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 Mark Fiskio?
The largest contributions to the portfolio's profits come from the following stocks: AbbVie Inc - $7.94M, Berkshire Hathaway Inc - $6.78M, Broadcom Inc - $6.61M, Visa Inc. Class A - $6.26M, and Costco Wholesale Corporation - $5.51M. 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: ServiceNow, Inc - $54.42M, Microsoft Corp - $25.82M, NVIDIA Corporation - $12.95M, Invesco QQQ Trust, Series 1 - $8.96M, and Tesla, Inc - $7.06M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Fiskio's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.81M earned over time. The largest contributors to dividend income include Microsoft Corp - $752,857.93, The Home Depot, Inc - $604,424.17, AbbVie Inc - $566,444.19, Chevron Corporation - $504,084.85, and Broadcom Inc - $494,447.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Fiskio's monthly returns?
Mark Fiskio'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 Mark Fiskio's strategy be considered aggressive or moderate?
Mark Fiskio's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Mark Fiskio's strategy?
Mark Fiskio'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.
