Mack, Connie Portfolio
Invests via Clarity Financial LLC | Managed by Connie Mack
Invests via Clarity Financial LLC
Managed by Connie Mack
Automatically Tracked
Mack, Connie Profile
A prominent figure in the realm of entrepreneurial ventures, Connie Mack has significantly shaped several successful businesses across various sectors. Her background as a dynamic leader includes spearheading innovative initiatives that drive growth and enhance market positioning. Renowned for her strategic insight, she engages actively with emerging markets to identify transformative opportunities and foster partnerships that leverage collective strengths. Mack's commitment to cultivating talent within organizations reinforces her reputation as a mentor in the business community, inspiring future generations of entrepreneurs. As she continues to influence multiple industries through collaboration and foresight, her impact resonates strongly within both established enterprises and startups.
A prominent figure in the realm of entrepreneurial ventures, Connie Mack has significantly shaped several successful businesses across various sectors. Her background as a dynamic leader includes spearheading innovative initiatives that drive growth and enhance market positioning. Renowned for her strategic insight, she engages actively with emerging markets to identify transformative opportunities and foster partnerships that leverage collective strengths. Mack's commitment to cultivating talent within organizations reinforces her reputation as a mentor in the business community, inspiring future generations of entrepreneurs. As she continues to influence multiple industries through collaboration and foresight, her impact resonates strongly within both established enterprises and startups.
Investment Philosophy & Strategy
Operating with a focus on innovation and strategic partnerships, Connie Mack is poised to drive transformative change within entrepreneurial ecosystems. Her knack for identifying growth opportunities in nascent markets allows her to leverage diverse insights across various sectors. In addition, she actively champions initiatives that prioritize the development of new ideas and technologies, underpinning her belief in cultivating competitive advantages through collaboration. This multifaceted approach not only enhances market positioning but also contributes significantly to sustainable business practices and community engagement. By fostering a culture of mentorship, she prepares the next generation of leaders for success while continuing to redefine traditional business frameworks.
Operating with a focus on innovation and strategic partnerships, Connie Mack is poised to drive transformative change within entrepreneurial ecosystems. Her knack for identifying growth opportunities in nascent markets allows her to leverage diverse insights across various sectors. In addition, she actively champions initiatives that prioritize the development of new ideas and technologies, underpinning her belief in cultivating competitive advantages through collaboration. This multifaceted approach not only enhances market positioning but also contributes significantly to sustainable business practices and community engagement. By fostering a culture of mentorship, she prepares the next generation of leaders for success while continuing to redefine traditional business frameworks.
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:
48.64%
Gain -1.93%
Monthly
0.71%
Yearly
8.83%
Drawdown
18.13%
$1.17B
Equity
Holdings
$1.17B
Investment
$981.84M
$307.41M
Profit -$15.33M
Realized
$121.32M
Unrealized
$186.09M
Dividends
$78.09M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.93%
Profit
-$15.33M
Win %
75%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$10.32M
Win %
75%
This Month
Compared to last month
Gain
-0.09%
Profit
-$1M
Win %
75%
This Year
Compared to last year
Gain
-0.06%
Profit
-$742,932.32
Win %
75%
MSFT Microsoft Corp.
+2.15%
+$1.29M 
GEV GE Vernova Inc.
+2.02%
+$535,101.25 
AVGO Broadcom Inc.
+1.98%
+$459,620.95 
PLTR Palantir Technologies Inc.
+1.87%
+$733,007.08 
AMD Advanced Micro Devices, Inc.
+1.57%
+$9,481.33 
GOOG Alphabet Inc
+1.52%
+$797,354.25 
GOOGL Alphabet Inc
+1.5%
+$12,528.02 
CVX Chevron Corporation
+1.22%
+$8,388.27 
KMI Kinder Morgan, Inc.
+0.87%
+$136,448.2 
KO The Coca-Cola Company
+0.69%
+$1,850.24 
DUK Duke Energy Corporation
+0.67%
+$5,579.27 
MO Altria Group, Inc.
+0.61%
+$5,589.9 
V Visa Inc. Class A
+0.56%
+$2,675.31 
RTX RTX Corporation
+0.48%
+$149,288 
ANET Arista Networks, Inc.
+0.44%
+$4,983.9 
ETN Eaton Corporation plc
+0.35%
+$1,297.89 
DKL Delek Logistics Partners L.P.
+0.26%
+$840 
NVDA NVIDIA Corporation
+0.23%
+$110,213.12 
ROM ProShares Ultra Technology ETF
+0.17%
+$531.52 
DMLP Dorchester Minerals, L.P.
+0.15%
+$423.2 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$673.88 
RYT Invesco S&P 500 Equal Weight ETF
+0.07%
+$148 
PSLV Sprott Physical Silver Trust
+0.06%
+$142.88 
NLY Annaly Capital Management, Inc.
+0.04%
+$92.05 
VOT Vanguard Mid-Cap Growth ETF
+0.04%
+$280.87 
KLAC KLA Corporation
+0.04%
+$140.58 
APLD Applied Digital Corporation
+0.04%
+$2,764.34 
PSA Public Storage Common Stock
+0.04%
+$105.35 
VUG Vanguard Growth ETF
+0.04%
+$364.32 
PHYS Sprott Physical Gold Trust
+0.03%
+$126.58 
MPC Marathon Petroleum Corporation
+0.02%
+$58.52 
XLI Industrial Select Sector SPDR Fund
+0.02%
+$1,925.76 
BXSL Blackstone Secured Lending Fund
+0.02%
+$3,590.72 
XOM Exxon Mobil Corporation
+0.02%
+$3,355.74 
XLC Communication Services Select Sector SPDR Fund
+0.02%
+$3,078.6 
XLE Energy Select Sector SPDR Fund
+0.02%
+$49.82 
AFL Aflac Inc.
+0.02%
+$52.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.02%
+$253.55 
BLK BlackRock, Inc.
+0.01%
+$2,941.49 
VTV Vanguard Value ETF
+0.01%
+$938.04 
MMM 3M Company
+0.01%
+$56.16 
ADP Automatic Data Processing Inc.
+0.01%
+$30.69 
AMZN Amazon.com Inc
+0.01%
+$6,273.91 
TLT iShares 20+ Year Treasury Bond ETF
+0.01%
+$1,846.56 
XLP Consumer Staples Select Sector SPDR Fund
+0.01%
+$2,047.68 
XLV Health Care Select Sector SPDR Fund
+0.01%
+$2,201.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$425.79 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$64.68 
AEP American Electric Power Company, Inc.
+0.01%
+$1,199.89 
PWR Quanta Services Inc.
+0.01%
+$57.21 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$1,333.47 
META Meta Platforms Inc Class A
0%
+$17.11 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
CEF Sprott Physical Gold and Silver Trust
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
HPQ HP Inc.
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
MBB iShares MBS ETF
0%
$0 
NUV Nuveen Municipal Value Fund, Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SLB Schlumberger Limited
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
XHB SPDR S&P Homebuilders ETF
0%
$0 
AEHR Aehr Test Systems
-4.55%
-$28,151.03 
TSLA Tesla, Inc.
-2.96%
-$5,533.57 
LLY Eli Lilly and Company
-2.74%
-$1.18M 
AAPL Apple Inc.
-2.14%
-$1.07M 
MS Morgan Stanley
-2.12%
-$4,655.76 
WMT Walmart Inc.
-1.79%
-$403,650.72 
HD The Home Depot, Inc.
-1.72%
-$4,244.24 
JNJ Johnson & Johnson
-1.67%
-$8,735.39 
MAIN Main Street Capital Corporation
-1.41%
-$28,572.96 
BKNG Booking Holdings Inc.
-1.23%
-$2,791.95 
CAH Cardinal Health Inc.
-1.21%
-$4,437.54 
CSCO Cisco Systems, Inc.
-1.11%
-$2,518.44 
JPM JPMorgan Chase & Co.
-0.65%
-$162,839.79 
PG Procter & Gamble Co
-0.56%
-$2,525.04 
ABBV AbbVie Inc.
-0.44%
-$220,627.81 
BHK BlackRock Core Bond Trust
-0.27%
-$862.7 
VZ Verizon Communications Inc.
-0.21%
-$37,106.64 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$3,251.95 
PM Philip Morris International Inc.
-0.14%
-$672.88 
AMLP Alerian MLP ETF
-0.09%
-$5,623.39 
SMH VanEck Semiconductor ETF
-0.09%
-$925.52 
BIZD VanEck BDC Income ETF
-0.08%
-$2,141.25 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.05%
-$100.3 
EDV Vanguard Extended Duration Treasury ETF
-0.05%
-$183.03 
VRT Vertiv Holdings Co
-0.04%
-$9,453.68 
XLU Utilities Select Sector SPDR Fund
-0.04%
-$4,841.04 
VIG Vanguard Dividend Appreciation ETF
-0.04%
-$246.72 
XLB Materials Select Sector SPDR Fund
-0.04%
-$2,828.86 
PSX Phillips 66
-0.03%
-$270.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$89.72 
XLF Financial Select Sector SPDR Fund
-0.03%
-$6,107.44 
EPD Enterprise Products Partners L.P.
-0.03%
-$104.73 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.03%
-$3,446.52 
XLK State Street Technology Select Sector SPDR ETF
-0.02%
-$7,419.64 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$64.72 
UPS United Parcel Service, Inc.
-0.02%
-$78.66 
CBRE CBRE Group Inc.
-0.01%
-$123.3 
IJH iShares Core S&P Mid-Cap ETF
-0.01%
-$149.76 
MGK Vanguard Mega Cap Growth ETF
-0.01%
-$3,116.5 
MGV Vanguard Mega Cap Value ETF
-0.01%
-$35 
VO Vanguard Mid-Cap ETF
-0.01%
-$27.64 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$238.14 
IEF iShares 7-10 Year Treasury Bond ETF
-0.01%
-$150.86 
EFA iShares MSCI EAFE ETF
-0.01%
-$77.62 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$22.62 
IVV iShares Core S&P 500 ETF
-0.01%
-$117.94 
MELI MercadoLibre, Inc.
-0.01%
-$19.2 
IGM iShares Expanded Tech Sector ETF
-0.01%
-$20.5 
VOO Vanguard S&P 500 ETF
-0.01%
-$39.58 
VT Vanguard Total World Stock ETF
-0.01%
-$13.02 
DOV Dover Corporation
-0.01%
-$13.43 
COST Costco Wholesale Corporation
0%
-$1,054.21 
VRTX Vertex Pharmaceuticals Incorporated
0%
-$6.45 Events
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Dividends
Dividend Analysis
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| Trades 2247 | Longs Won 1271/2247 56% | Profit Factor 3.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $873,036.94 |
| Average Win $340,322.51 | Best Trade (Jul 21) $12.04M | Sharpe Ratio -0.07 |
| Average Loss -$128,215.6 | Worst Trade (Sep 30) -$10.89M | Z-Score -8.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5d | Expectancy $136,809.74 |
| 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 | 9,091 | 8,182 | 7,273 | 6,364 | 5,455 | 4,545 | 3,636 | 2,727 | 1,818 | 909 |
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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FAQ
Which stocks have generated the highest profits for Mack, Connie?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $19.04M, Palo Alto Networks, Inc - $16.24M, GE Vernova Inc - $14.85M, AbbVie Inc - $14.08M, and NVIDIA Corporation - $10.88M. 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: iShares 20+ Year Treasury Bond ETF - $22.45M, Meta Platforms Inc Class A - $7.42M, Nine Energy Service, Inc - $6.49M, iShares Gold Trust - $2.82M, and NextEra Energy, Inc - $2.78M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mack, Connie's portfolio generate?
The portfolio generates substantial dividend income, with a total of $78.09M earned over time. The largest contributors to dividend income include iShares 3-7 Year Treasury Bond ETF - $7.28M, iShares 1-3 Year Treasury Bond ETF - $5.24M, iShares 20+ Year Treasury Bond ETF - $4.44M, AbbVie Inc - $4.35M, and SPDR Bloomberg 1-3 Month T-Bill ETF - $4.07M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mack, Connie's monthly returns?
Mack, Connie's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Mack, Connie's strategy be considered aggressive or moderate?
Mack, Connie'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 Mack, Connie's strategy?
Mack, Connie's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
