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
Automatically Tracked
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:
46.28%
Gain -0.52%
Monthly
0.64%
Yearly
7.97%
Drawdown
21.56%
$449.07M
Equity
Holdings
$449.07M
Investment
$371.64M
-$3M
Profit -$767,068.4
Realized
-$80.43M
Unrealized
$77.43M
Dividends
$31.9M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$767,068.4
Win %
69%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$3.04M
Win %
69%
This Month
Compared to last month
Gain
-0.12%
Profit
-$557,274.97
Win %
69%
This Year
Compared to last year
Gain
0.66%
Profit
$1.2M
Win %
68%
MNST Monster Beverage Corporation
+99.96%
+$874,568.56 
MPC Marathon Petroleum Corporation
+7.42%
+$63,108.33 
PSX Phillips 66
+5.69%
+$40,797.54 
NEXT NextDecade Corporation
+4.18%
+$4,261.88 
ISRG Intuitive Surgical, Inc.
+3.85%
+$17,950.24 
RMD ResMed Inc.
+3.83%
+$20,810.26 
NEM Newmont Corporation
+3.79%
+$12,964.12 
TRGP Targa Resources Corp.
+3.64%
+$35,987.02 
IBKR Interactive Brokers Group Inc.
+3.22%
+$6,885.39 
CRC California Resources Corp
+3.21%
+$8,351.66 
FTNT Fortinet Inc.
+2.86%
+$8,792.68 
GCC WisdomTree Enhanced Commodity Strategy Fund
+2.36%
+$17,468.44 
IGV iShares Expanded Tech-Software Sector ETF
+2.26%
+$37,004 
SYK Stryker Corporation
+2%
+$5,349.42 
SUN Sunoco L.P.
+1.83%
+$34,938.36 
MRK Merck & Co., Inc.
+1.82%
+$36,351.9 
MOG-A Moog Inc.
+1.65%
+$4,070.32 
ANET Arista Networks, Inc.
+1.51%
+$26,710.2 
FCX Freeport-McMoRan Inc.
+1.28%
+$3,970.29 
PODD Insulet Corporation
+1.19%
+$4,057.2 
MCK McKesson Corporation
+1.18%
+$10,269.4 
IBB iShares Biotechnology ETF
+1.17%
+$32,332.93 
STT State Street Corp
+1.08%
+$8,332.04 
GLD SPDR Gold Shares
+1.02%
+$33,854.26 
AMP Ameriprise Financial, Inc.
+1%
+$7,881.03 
GOOGL Alphabet Inc
+0.91%
+$47,704.45 
ABT Abbott Laboratories
+0.75%
+$2,434.05 
WMT Walmart Inc.
+0.72%
+$15,328.44 
TSLA Tesla, Inc.
+0.7%
+$8,197.24 HIMU
HIMU
+0.54%
+$2.5 
RTX RTX Corporation
+0.49%
+$2,970.25 
FLG Flagstar Bank, National Association
+0.43%
+$1,639.02 
SEG Seaport Entertainment Group, Inc.
+0.21%
+$516 
NUS Nu Skin Enterprises Inc.
+0.18%
+$107.07 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$494.6 
EOS Eaton Vance Enhanced Equity Income Fund II
+0.14%
+$390.34 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+0.13%
+$193.46 
AGI Alamos Gold Inc.
+0.12%
+$393.12 
PTEN Patterson-UTI Energy Inc.
+0.1%
+$235.95 
PWB Invesco Large Cap Growth ETF
+0.1%
+$2,445.12 
CTA Simplify Managed Futures Strategy ETF
+0.1%
+$2,310.37 
WEAV Weave Communications Inc.
+0.1%
+$62.23 
BST BlackRock Science and Technology Trust
+0.09%
+$225 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.09%
+$640.91 
NVR NVR, Inc.
+0.09%
+$180.5 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.08%
+$1,438.92 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.07%
+$367.94 
QGRW WisdomTree U.S. Quality Growth Fund
+0.07%
+$519.45 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
+0.07%
+$194.32 
EPD Enterprise Products Partners L.P.
+0.07%
+$425.07 
BATRK Atlanta Braves Holdings, Inc.
+0.06%
+$173.72 
IRDM Iridium Communications Inc.
+0.06%
+$136.41 
GSK GSK plc Sponsored ADR
+0.06%
+$163.65 
JJSF J&J Snack Foods Corp.
+0.05%
+$164.6 
IDU iShares U.S. Utilities ETF
+0.05%
+$234.29 
PSLV Sprott Physical Silver Trust
+0.05%
+$1,221 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.04%
+$286.68 
NOMD Nomad Foods Ltd.
+0.04%
+$56.62 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.04%
+$97.44 
RMIF LHA Risk Managed Income ETF
+0.04%
+$113.09 
OGN Organon & Co.
+0.04%
+$90.83 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$133.98 
AMKR Amkor Technology Inc.
+0.04%
+$57.64 
XLF Financial Select Sector SPDR Fund
+0.04%
+$281.5 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.03%
+$192.57 
AMAT Applied Materials, Inc.
+0.03%
+$525.53 
Z Zillow Group Inc.
+0.03%
+$80 
TPL Texas Pacific Land Corporation
+0.03%
+$254.03 
ERIE Erie Indemnity Company
+0.03%
+$144.25 
UNM Unum Group
+0.03%
+$105.15 
IWR iShares Russell Mid-Cap ETF
+0.03%
+$447.51 
AXP American Express Company
+0.03%
+$209.97 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.03%
+$68.52 
AMD Advanced Micro Devices, Inc.
+0.03%
+$539.25 
BMO Bank of Montreal
+0.03%
+$80.69 
ET Energy Transfer L.P.
+0.03%
+$170.21 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$148.27 
IREN IREN Limited
+0.02%
+$51 
SGOL abrdn Physical Gold Shares ETF
+0.02%
+$2,316.91 
COKE Coca-Cola Consolidated Inc.
+0.02%
+$175.61 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
+0.02%
+$57.52 
AEM Agnico Eagle Mines Limited
+0.02%
+$63.7 
AVEM Avantis Emerging Markets Equity ETF
+0.02%
+$73.82 
EXPE Expedia Group, Inc.
+0.02%
+$55.26 
T AT&T Inc.
+0.02%
+$50.1 
BSX Boston Scientific Corporation
+0.02%
+$80.3 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.02%
+$110.12 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.02%
+$490.8 
ETR Entergy Corporation
+0.02%
+$103.08 
PGR Progressive Corporation
+0.02%
+$112.84 
SMH VanEck Semiconductor ETF
+0.02%
+$58.27 
IGM iShares Expanded Tech Sector ETF
+0.02%
+$308.67 
CM Canadian Imperial Bank of Commerce
+0.02%
+$40.52 
SLV iShares Silver Trust
+0.02%
+$674.43 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$35.61 
FOXA Fox Corporation
+0.02%
+$50.01 
IYM iShares U.S. Basic Materials ETF
+0.02%
+$104.07 
RWL Invesco S&P 500 Revenue ETF
+0.01%
+$295.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$105.05 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$278.86 
APA APA Corporation
+0.01%
+$54.69 
SPMO Invesco S&P 500 Momentum ETF
+0.01%
+$33.3 
FXZ First Trust Materials AlphaDEX Fund
+0.01%
+$28.11 
JAVA JPMorgan Active Value ETF
+0.01%
+$28.14 
JOET Virtus Terranova U.S. Quality Momentum ETF
+0.01%
+$48.25 
XLRE The Real Estate Select Sector SPDR Fund
+0.01%
+$332.19 
ELV Elevance Health, Inc.
+0.01%
+$55.93 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
+0.01%
+$159.59 
STLD Steel Dynamics Inc.
+0.01%
+$59.04 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$43.98 
IVV iShares Core S&P 500 ETF
+0.01%
+$229.92 
WTMF WisdomTree Managed Futures Strategy Fund
+0.01%
+$60.06 
ADP Automatic Data Processing Inc.
+0.01%
+$57.23 
AMGN Amgen Inc.
+0.01%
+$87.75 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$32.62 
FDS FactSet Research Systems Inc.
+0.01%
+$47.96 
TRV The Travelers Companies, Inc.
+0.01%
+$64.05 
VST Vistra Corp
+0.01%
+$13.03 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$59.67 
VTV Vanguard Value ETF
+0.01%
+$16.05 
KEYS Keysight Technologies, Inc.
+0.01%
+$33.2 
KO The Coca-Cola Company
+0.01%
+$28.31 
QCOM QUALCOMM Incorporated
+0.01%
+$146.88 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$89.58 
CAT Caterpillar Inc.
+0.01%
+$70 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$102.72 
TLH iShares 10-20 Year Treasury Bond ETF
+0.01%
+$17.63 
VMC Vulcan Materials Company
0%
+$11.27 
IVE ISHARES S&P 500 VALUE ETF
0%
+$82.79 
APP AppLovin Corporation Class A Common Stock
0%
+$9.99 
GRMN Garmin Ltd.
0%
+$35.26 
MCD McDonald's Corporation
0%
+$34.11 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
0%
+$5.38 
FNY First Trust Mid Cap Growth Fund
0%
+$39.36 
FNX First Trust Mid Cap Core AlphaDEX Fund
0%
+$7.73 
ATO Atmos Energy Corporation
0%
$0 
CARS Cars.com Inc.
0%
$0 
CBOE Cboe Global Markets Inc.
0%
$0 
CHRD Chord Energy Corp
0%
$0 
CRON Cronos Group Inc.
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FSBC Five Star Bancorp
0%
$0 
GD General Dynamics Corporation
0%
$0 
HELE Helen of Troy Limited
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
LILAK Liberty Latin America Ltd.
0%
$0 
LOPE Grand Canyon Education Inc.
0%
$0 
MBI MBIA Inc.
0%
$0 
MCRI Monarch Casino & Resort Inc.
0%
$0 
MET MetLife Inc.
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
NCLH Norwegian Cruise Line Holdings Ltd.
0%
$0 
NJR New Jersey Resources Corporation
0%
$0 
OSPN OneSpan Inc.
0%
$0 
PBI Pitney Bowes Inc.
0%
$0 
RDWR Radware Ltd.
0%
$0 
RDN Radian Group Inc.
0%
$0 
STM STMicroelectronics N.V.
0%
$0 
SYY Sysco Corporation
0%
$0 
TASK TaskUs, Inc.
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
VTRS Viatris Inc.
0%
$0 
AGOX Adaptive Alpha Opportunities ETF
0%
-$4.54 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
AMAX Adaptive Hedged Multi-Asset Income ETF
0%
$0 
CLSE Convergence Long/Short Equity Fund
0%
$0 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
$0 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
0%
$0 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EMGF iShares MSCI Emerging Markets Multifactor ETF
0%
$0 
FLQS Franklin U.S. Small Cap Multifactor Index ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
0%
$0 
FTC First Trust Large Cap Growth Fund
0%
$0 
FYC First Trust Small Cap Growth Fund
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GSIE Goldman Sachs ActiveBeta International Equity ETF
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
HYHG ProShares High Yield-Interest Rate Hedged ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
0%
$0 
IGOV iShares International Treasury Bond ETF
0%
$0 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IYJ iShares U.S. Industrials ETF
0%
$0 
JGRO JPMorgan Active Growth ETF
0%
$0 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
0%
$0 
LVHI Franklin International Low Volatility High Dividend ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MTGP WisdomTree Mortgage Plus Bond Fund
0%
$0 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
PPTY Vident U.S. Diversified Real Estate ETF
0%
-$1.25 
QAI NYLI Hedge Multi-Strategy Tracker ETF
0%
$0 
QLC FlexShares US Quality Large Cap Fund
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
RHTX RH Tactical Outlook ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
QWLD SPDR MSCI World StrategicFactors ETF
0%
$0 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
0%
$0 
ROAM Hartford Multifactor Emerging Markets ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
0%
$0 
SETM Sprott Critical Materials ETF
0%
$0 
SMLF iShares U.S. Small-Cap Equity Factor ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
UTEN US Treasury 10 Year Note ETF
0%
$0 
UTWO U.S. Treasury 2-Year Note ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
ZECP Zacks Earnings Consistent Portfolio
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
NEXN Nexxen International Ltd.
0%
$0 
IWLG NYLI Winslow Large Cap Growth ETF
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
LAR Lithium Argentina AG
0%
$0 
GEW Cambria Global Equal Weight ETF
0%
-$3.91 
GSWO Goldman Sachs ActiveBeta World Equity ETF
0%
-$0.69 
BRK-B Berkshire Hathaway Inc.
0%
$0 
IGD Voya Global Equity Dividend Fund
0%
$0 
AGNT eXp World Holdings Inc.
0%
$0 
LILAV Liberty Latin America Ltd. Class A Common Stock
0%
$0 
SXC SunCoke Energy Inc.
-99.88%
-$115,923.27 
OKLO Oklo Inc.
-8.12%
-$21,182.7 
ARM Arm Holdings plc American Depositary Receipt
-5.21%
-$123,353.68 
BE Bloom Energy Corporation
-3.97%
-$17,629.04 
NVDA NVIDIA Corporation
-2.86%
-$316,821.15 
PSTL Postal Realty Trust, Inc.
-2.73%
-$5,974.29 
KLAC KLA Corporation
-2.71%
-$46,106.82 
Q Qnity Electronics Inc.
-2.63%
-$6,054.84 
SOXX iShares Semiconductor ETF
-2.56%
-$12,644.7 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-2.16%
-$13,564.48 
POWL Powell Industries Inc.
-2.05%
-$3,137.82 
PM Philip Morris International Inc.
-1.88%
-$5,019.43 
AAPL Apple Inc.
-1.62%
-$363,671.1 
LRCX Lam Research Corporation
-1.59%
-$28,427.91 
ADI Analog Devices, Inc.
-1.54%
-$8,755.28 
FIX Comfort Systems USA, Inc.
-1.16%
-$2,660.86 
SPG Simon Property Group, Inc.
-1.06%
-$2,508.68 
VGT Vanguard Information Technology ETF
-0.99%
-$11,636.4 
PEP PepsiCo, Inc.
-0.93%
-$7,724.54 
SBUX Starbucks Corporation
-0.88%
-$6,001.29 
RNW Renew Energy Global Plc
-0.65%
-$1,085.4 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.55%
-$1,381.78 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.54%
-$1,780.56 
EFA iShares MSCI EAFE ETF
-0.5%
-$5,722.38 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$906.3 
IBM International Business Machines Corporation
-0.41%
-$2,213.54 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$9,853.02 
MHD BlackRock MuniHoldings Fund Inc.
-0.17%
-$297.12 
ACLS Axcelis Technologies, Inc.
-0.15%
-$235.83 
HTB Hometrust Bancshares Inc.
-0.14%
-$510.93 
VCYT Veracyte Inc.
-0.13%
-$232.02 
ABX Abacus Global Management, Inc.
-0.1%
-$117.99 
MEDP Medpace Holdings Inc.
-0.1%
-$675.51 
SPT Sprout Social, Inc. Class A Common Stock
-0.1%
-$169.28 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.09%
-$80.91 
HDSN Hudson Technologies Inc.
-0.09%
-$85.3 
ARI Apollo Commercial Real Estate Finance Inc.
-0.07%
-$66.98 
CGAU Centerra Gold Inc.
-0.07%
-$184.94 
NWSA News Corporation
-0.07%
-$174.56 
TPR Tapestry Inc.
-0.07%
-$405.24 
QUIZ Zacks Quality International Fund
-0.07%
-$188.98 
XOM Exxon Mobil Corporation
-0.06%
-$1,164.78 
ABBV AbbVie Inc.
-0.06%
-$836.21 
EXR Extra Space Storage Inc.
-0.06%
-$147.13 
EAT Brinker International Inc.
-0.06%
-$198.37 
UIVM VictoryShares International Value Momentum ETF
-0.06%
-$1,053.94 
WSM Williams-Sonoma, Inc.
-0.06%
-$482.3 
AVGO Broadcom Inc.
-0.06%
-$1,468.4 
BBDC Barings BDC Inc.
-0.05%
-$58.98 
ORCL Oracle Corporation
-0.05%
-$357.94 
FNDF Schwab Fundamental International Large Company Index ETF
-0.05%
-$149.46 
SCHE Schwab Emerging Markets Equity ETF
-0.05%
-$204.76 
LLY Eli Lilly and Company
-0.05%
-$2,936.45 
AFIF Anfield Universal Fixed Income Fund
-0.05%
-$68.42 
ECL Ecolab Inc.
-0.05%
-$179.07 
META Meta Platforms Inc Class A
-0.05%
-$1,713.56 
SBSW Sibanye Stillwater Ltd - ADR
-0.05%
-$85.13 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.05%
-$279.4 
VIK Viking Holdings Ltd
-0.05%
-$390.95 
RYT Invesco S&P 500 Equal Weight ETF
-0.05%
-$1,869.12 
VB Vanguard Small-Cap ETF
-0.05%
-$106.25 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$259.65 
CECO CECO Environmental Corp.
-0.04%
-$900.75 
FTV Fortive Corporation
-0.04%
-$228.07 
ARCB ArcBest Corporation
-0.04%
-$259.5 
GS The Goldman Sachs Group, Inc.
-0.04%
-$617.47 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-0.04%
-$476.6 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.04%
-$94.72 
VEEV Veeva Systems Inc.
-0.04%
-$264.6 
PFE Pfizer Inc.
-0.04%
-$130.97 
WTV WisdomTree U.S. Value Fund
-0.04%
-$113.12 
CMI Cummins Inc.
-0.04%
-$251.6 
MA Mastercard Incorporated
-0.04%
-$102.61 
TTD The Trade Desk, Inc. Class A
-0.04%
-$113.44 
FLSP Franklin Systematic Style Premia ETF
-0.04%
-$96.96 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$248.82 
TJX The TJX Companies, Inc.
-0.03%
-$88.79 
IYE iShares U.S. Energy ETF
-0.03%
-$205 
BG Bunge Global S.A.
-0.03%
-$92.19 
DOCN DigitalOcean Holdings Inc.
-0.03%
-$93.44 
MLM Martin Marietta Materials, Inc.
-0.03%
-$97.06 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$3,590.69 
CDE Coeur Mining, Inc.
-0.03%
-$78.91 
IYF iShares U.S. Financials ETF
-0.03%
-$244.14 
IYH iShares U.S. Healthcare ETF
-0.03%
-$669.52 
MS Morgan Stanley
-0.03%
-$64.32 
V Visa Inc. Class A
-0.03%
-$389.34 
DVA DaVita Inc.
-0.03%
-$84.6 
WAFD WaFd, Inc.
-0.03%
-$63.88 
GDXJ VanEck Junior Gold Miners ETF
-0.03%
-$73.59 
BP BP p.l.c. Sponsored ADR
-0.02%
-$83.56 
MTB M&T Bank Corporation
-0.02%
-$139.92 
EXI iShares Global Industrials ETF
-0.02%
-$52.76 
ACN Accenture plc Class A
-0.02%
-$219.29 
ADBE Adobe Inc.
-0.02%
-$78.42 
GILD Gilead Sciences Inc.
-0.02%
-$412.32 
GOOG Alphabet Inc
-0.02%
-$882.37 
USB U.S. Bancorp
-0.02%
-$96.41 
IWO iShares Russell 2000 Growth ETF
-0.02%
-$124.64 
ALL Allstate Corporation
-0.02%
-$185.94 
EOG EOG Resources, Inc.
-0.02%
-$69.54 
FTDR Frontdoor, Inc.
-0.02%
-$230.86 
INTU Intuit Inc.
-0.02%
-$114.61 
JBHT J.B. Hunt Transport Services, Inc.
-0.02%
-$126.24 
NUE Nucor Corporation
-0.02%
-$126.94 
PANW Palo Alto Networks, Inc.
-0.02%
-$424.27 
PWR Quanta Services Inc.
-0.02%
-$50.09 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$120.77 
VRT Vertiv Holdings Co
-0.02%
-$96.1 
RECS Columbia Research Enhanced Core ETF
-0.02%
-$103.88 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$301.43 
CVS CVS Health Corporation
-0.02%
-$109.46 
JBL Jabil Inc.
-0.02%
-$148.42 
VZ Verizon Communications Inc.
-0.02%
-$55.58 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.02%
-$153.31 
EWJ iShares MSCI Japan ETF
-0.02%
-$109.74 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$75.65 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
-0.02%
-$176.84 
AMRZ Amrize Ltd.
-0.02%
-$38.4 
MSFT Microsoft Corp.
-0.02%
-$1,185.46 
STX Seagate Technology Holdings plc
-0.02%
-$204.36 
UNP Union Pacific Corporation
-0.02%
-$120.05 
IWM iShares Russell 2000 ETF
-0.02%
-$557.52 
GEV GE Vernova Inc.
-0.02%
-$289.81 
FAST Fastenal Co.
-0.02%
-$142.24 
BINC iShares Flexible Income Active ETF
-0.02%
-$55.56 
CF CF Industries Holdings, Inc.
-0.02%
-$126.2 
PG Procter & Gamble Co
-0.02%
-$349.84 
TEAM Atlassian Corporation Class A
-0.02%
-$71.45 
VLO Valero Energy Corporation
-0.02%
-$164.42 
WFC Wells Fargo & Company
-0.02%
-$196.95 
BAC Bank of America Corporation
-0.02%
-$203.96 
HAL Halliburton Company
-0.02%
-$80.46 
NOW ServiceNow, Inc.
-0.02%
-$69.74 
ROK Rockwell Automation, Inc.
-0.02%
-$105.08 
WDC Western Digital Corporation
-0.02%
-$142.41 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
-0.02%
-$35.11 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$99.96 
AMZN Amazon.com Inc
-0.01%
-$755.31 
CNC Centene Corporation
-0.01%
-$63.44 
VOO Vanguard S&P 500 ETF
-0.01%
-$102.01 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$147 
DIS The Walt Disney Company
-0.01%
-$59.46 
JPM JPMorgan Chase & Co.
-0.01%
-$657.52 
MRVL Marvell Technology, Inc.
-0.01%
-$64.26 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$186.81 
ADM Archer-Daniels-Midland Co
-0.01%
-$40.14 
ATRO Astronics Corporation
-0.01%
-$59.62 
LOW Lowe's Companies Inc.
-0.01%
-$62.07 
PEG Public Service Enterprise Group Incorporated
-0.01%
-$46.41 
UBER Uber Technologies, Inc.
-0.01%
-$82.77 
IAU iShares Gold Trust
-0.01%
-$56.13 
IYW iShares U.S. Technology ETF
-0.01%
-$973.35 
TLT iShares 20+ Year Treasury Bond ETF
-0.01%
-$203.18 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$37.83 
AKBA Akebia Therapeutics Inc.
-0.01%
-$3.5 
C Citigroup Inc.
-0.01%
-$116.97 
TER Teradyne, Inc.
-0.01%
-$70.62 
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund
-0.01%
-$123.58 
VUG Vanguard Growth ETF
-0.01%
-$125.91 
CRM Salesforce Inc
-0.01%
-$32.64 
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF
-0.01%
-$142.91 
INDA ISHARES MSCI INDIA ETF
-0.01%
-$42.03 
EVTR Eaton Vance Total Return Fund
-0.01%
-$20.09 
DELL Dell Technologies Inc.
-0.01%
-$263.71 
CSCO Cisco Systems, Inc.
-0.01%
-$337.43 
GE General Electric Company
-0.01%
-$125.73 
HD The Home Depot, Inc.
-0.01%
-$338.79 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
-0.01%
-$22.06 
MDY SPDR S&P MidCap 400 ETF Trust
-0.01%
-$32.7 
APO Apollo Global Management, Inc.
-0.01%
-$21.31 
CHRW C.H. Robinson Worldwide, Inc.
-0.01%
-$49.01 
SHOP Shopify Inc.
-0.01%
-$70.24 
TGT Target Corporation
-0.01%
-$45.97 
QQQM Invesco NASDAQ 100 ETF
-0.01%
-$21.76 
SPCX Space Exploration Technologies Corp. Class A
-0.01%
-$13.54 
APH Amphenol Corporation
-0.01%
-$18.26 
GM General Motors Company
-0.01%
-$27.07 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$116.92 
XBI SPDR S&P Biotech ETF
-0.01%
-$54.18 
PLTR Palantir Technologies Inc.
-0.01%
-$64.03 
CVX Chevron Corporation
-0.01%
-$117.65 
MMM 3M Company
-0.01%
-$66.12 
UNH UnitedHealth Group Incorporated
-0.01%
-$68.12 
VRSK Verisk Analytics Inc.
-0.01%
-$14.32 
FDT First Trust Developed Markets ex-US Fund
-0.01%
-$89.31 
CRL Charles River Laboratories International, Inc.
0%
-$15.12 
JNJ Johnson & Johnson
0%
-$85.55 
WM Waste Management, Inc.
0%
-$9.67 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$16.46 
XLB Materials Select Sector SPDR Fund
0%
-$22.88 
COST Costco Wholesale Corporation
0%
-$24.32 
IDCC InterDigital, Inc.
0%
-$20.13 
CZA Invesco Zacks Mid-Cap ETF
0%
-$64.19 
ILS Brookmont Catastrophic Bond ETF
0%
-$101.22 
ETN Eaton Corporation plc
0%
-$23.81 
QQQ Invesco QQQ Trust, Series 1
0%
-$56.15 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
0%
-$16.86 
MU Micron Technology, Inc.
0%
-$60.78 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
0%
-$1.92 
OMFS Invesco Russell 2000 Dynamic Multifactor ETF
0%
-$10.6 
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF
0%
-$1.74 Events
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Dividends
Dividend Analysis
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| Trades 4653 | Longs Won 2715/4653 58% | Profit Factor 0.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $994,526.16 |
| Average Win $103,708.97 | Best Trade (Sep 30) $7.5M | Sharpe Ratio -6.37 |
| Average Loss -$146,897.99 | Worst Trade (Mar 31) -$54.33M | Z-Score 1.2 (77.1%) |
| Commissions $0 | Avg. Trade Length 1y 1w 6d | Expectancy -$645.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 255.38% | 192.58% | 163.27% | 145.22% | 132.61% | 123.12% | 115.63% | 109.51% | 104.38% |
| Consecutive Losing Trades | 3,058 | 2,752 | 2,446 | 2,141 | 1,835 | 1,529 | 1,223 | 917 | 612 | 306 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 71,730 | $18.03M | $22.11M | - | $4.08M | 22.63% | -1.618% |
| ABBV AbbVie Inc. | 5,575 | $1.34M | $1.37M | - | $30,954.67 | 2.31% | -0.061% |
| ABT Abbott Laboratories | 3,005 | $401,582.5 | $326,403.1 | - | -$75,179.4 | -18.72% | +0.751% |
| ABX Abacus Global Management, Inc. | 11,799 | $126,367.29 | $112,208.49 | - | -$14,158.8 | -11.2% | -0.105% |
| ACLS Axcelis Technologies, Inc. | 1,123 | $212,752.35 | $157,287.38 | - | -$55,464.97 | -26.07% | -0.15% |
| ACN Accenture plc Class A | 5,481 | $1.07M | $962,902.03 | - | -$110,615.87 | -10.3% | -0.023% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 6,159 | $439,485.01 | $476,768.19 | - | $37,283.18 | 8.48% | 0.0 |
| ADBE Adobe Inc. | 1,307 | $434,554.76 | $346,551.04 | - | -$88,003.72 | -20.25% | -0.023% |
| ADI Analog Devices, Inc. | 1,458 | $323,987.22 | $559,762.65 | - | $235,775.43 | 72.77% | -1.54% |
| ADM Archer-Daniels-Midland Co | 4,014 | $306,669.6 | $307,392.12 | - | $722.52 | 0.24% | -0.013% |
| ADP Automatic Data Processing Inc. | 2,863 | $840,220.95 | $776,846.42 | - | -$63,374.53 | -7.54% | +0.007% |
| AEM Agnico Eagle Mines Limited | 1,593 | $247,122.09 | $284,923.98 | - | $37,801.89 | 15.3% | +0.022% |
| AFIF Anfield Universal Fixed Income Fund | 13,685 | $128,775.85 | $128,844.27 | - | $68.42 | 0.05% | -0.053% |
| AGG iShares Core U.S. Aggregate Bond ETF | 20,544 | $2.05M | $2.01M | - | -$45,308.97 | -2.21% | +0.005% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 26,589 | $1.15M | $1.14M | - | -$14,909.09 | -1.29% | 0.0 |
| AGI Alamos Gold Inc. | 9,828 | $303,488.64 | $326,191.32 | - | $22,702.68 | 7.48% | +0.121% |
| AGNT eXp World Holdings Inc. | 10,984 | $57,336.48 | $48,219.76 | - | -$9,116.72 | -15.9% | 0.0 |
| AGOX Adaptive Alpha Opportunities ETF | 45,419 | $1.1M | $1.57M | - | $462,300.19 | 41.91% | 0.0 |
| AKBA Akebia Therapeutics Inc. | 35,000 | $78,750 | $31,846.5 | - | -$46,903.5 | -59.56% | -0.011% |
| ALL Allstate Corporation | 3,099 | $649,462.26 | $827,247.06 | - | $177,784.8 | 27.37% | -0.022% |
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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 - $7.95M, Berkshire Hathaway Inc - $6.78M, Broadcom Inc - $6.61M, Visa Inc. Class A - $6.28M, 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 - $54.4M, Microsoft Corp - $26.1M, Booking Holdings Inc - $14.67M, NVIDIA Corporation - $12.94M, and Invesco QQQ Trust, Series 1 - $8.95M. 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 $31.9M earned over time. The largest contributors to dividend income include Microsoft Corp - $763,647.8, The Home Depot, Inc - $604,424.17, AbbVie Inc - $576,088.94, Chevron Corporation - $525,026.55, 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.
