Steven Albrecht Portfolio
Invests via Curat Global LLC | Managed by Steven Albrecht
Invests via Curat Global LLC
Managed by Steven Albrecht
Automatically Tracked
Veteran investor and operating executive with experience in private equity, M&A and corporate strategy across healthcare and business services. Steven Albrecht leads deal sourcing, operational improvement and portfolio company governance with a focus on EBITDA expansion and revenue growth initiatives. Prior roles span buyouts, corporate development and board service; education combines finance and management training. Market profile: active in mid‑market control and growth equity transactions.
Veteran investor and operating executive with experience in private equity, M&A and corporate strategy across healthcare and business services. Steven Albrecht leads deal sourcing, operational improvement and portfolio company governance with a focus on EBITDA expansion and revenue growth initiatives. Prior roles span buyouts, corporate development and board service; education combines finance and management training. Market profile: active in mid‑market control and growth equity transactions.
Investment Philosophy & Strategy
Focuses on control and growth equity in healthcare and business services, targeting mid‑market companies where operational levers can accelerate EBITDA and revenue. Employs a value‑creation approach that pairs disciplined buyout underwriting with hands‑on portfolio governance, prioritizing recurring revenue, margin expansion and scalable commercial initiatives. Capital allocation favors majority or substantial minority stakes with multi‑year horizons, staged capital deployment tied to operational milestones, and conservative leverage. Decision‑making blends quantitative cash‑flow analysis with operational KPIs and executive alignment to de‑risk exits.
Focuses on control and growth equity in healthcare and business services, targeting mid‑market companies where operational levers can accelerate EBITDA and revenue. Employs a value‑creation approach that pairs disciplined buyout underwriting with hands‑on portfolio governance, prioritizing recurring revenue, margin expansion and scalable commercial initiatives. Capital allocation favors majority or substantial minority stakes with multi‑year horizons, staged capital deployment tied to operational milestones, and conservative leverage. Decision‑making blends quantitative cash‑flow analysis with operational KPIs and executive alignment to de‑risk exits.
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:
44.4%
Gain -1.64%
Monthly
2.18%
Yearly
29.49%
Drawdown
12.69%
$107.11M
Equity
Holdings
$107.11M
Investment
$86.51M
$36.38M
Profit -$1.88M
Realized
$15.77M
Unrealized
$20.61M
Dividends
$2.32M
Goals
Avg. 41.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.64%
Profit
-$1.88M
Win %
73%
This Week
Compared To Last Week
Gain
-1.74%
Profit
-$1.9M
Win %
73%
This Month
Compared to last month
Gain
-1.72%
Profit
-$1.88M
Win %
73%
This Year
Compared to last year
Gain
-3.47%
Profit
-$3.79M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$62,779.18 
ETN Eaton Corporation plc
+7.32%
+$8,945.96 
WY Weyerhaeuser Company
+6.51%
+$14,626.81 
GIL Gildan Activewear Inc.
+5.49%
+$1,272.96 
SOLS Sollensys Corp
+4.84%
+$556 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$6,498.74 
CACI Caci International Inc.
+4.27%
+$7,752 
YUMC Yum China Holdings Inc.
+3.68%
+$513 
FFIV F5 Inc.
+3.56%
+$1,008.86 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$72,246.12 
META Meta Platforms Inc Class A
+3.28%
+$16,106.47 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$3,389.72 
MSFT Microsoft Corp.
+3.02%
+$67,691.35 
LYB LyondellBasell Industries N.V.
+2.71%
+$2,312.4 
GNRC Generac Holdings Inc.
+2.71%
+$13,000 
NTAP NetApp, Inc.
+2.6%
+$3,322.2 
AVT Avnet Inc.
+2.35%
+$510 
CVX Chevron Corporation
+2.35%
+$565 
CNC Centene Corporation
+2.27%
+$139.38 
WDC Western Digital Corporation
+2.21%
+$2,596.01 
CSCO Cisco Systems, Inc.
+2.14%
+$486 
MEI Methode Electronics Inc.
+2.04%
+$357.28 
OXY Occidental Petroleum Corporation
+2%
+$112 
GWW W.W. Grainger, Inc.
+1.97%
+$3,207.6 
OKE ONEOK, Inc.
+1.95%
+$2,375.1 
KMT Kennametal Inc.
+1.95%
+$1,075.75 
JCI Johnson Controls International plc
+1.93%
+$26,396.1 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$115.05 
IYZ iShares U.S. Telecommunications ETF
+1.86%
+$394.5 
ORCL Oracle Corporation
+1.81%
+$1,630.86 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$142.5 
HCA HCA Healthcare Inc.
+1.72%
+$12,518.78 
ZTS Zoetis Inc.
+1.66%
+$99.54 
BANC Banc of California Inc.
+1.65%
+$305.35 
ARCB ArcBest Corporation
+1.6%
+$1,493.4 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$5,796.72 
VZ Verizon Communications Inc.
+1.52%
+$2,801.4 
SLB Schlumberger Limited
+1.39%
+$136 
KLAC KLA Corporation
+1.38%
+$5,896.34 
BCC Boise Cascade Company
+1.33%
+$547 
CMCSA Comcast Corp
+1.23%
+$131.66 
COP ConocoPhillips
+1.22%
+$739.5 
QDEL QuidelOrtho Corporation
+1.21%
+$46 
HONA Honeywell Aerospace Inc.
+1.18%
+$968 
AMAT Applied Materials, Inc.
+1.18%
+$87,060.7 
CHD Church & Dwight Co., Inc.
+1.16%
+$227.13 
ITW Illinois Tool Works Inc.
+1.15%
+$2,369.25 
THG Hanover Insurance Group, Inc.
+1.1%
+$127 
MAN ManpowerGroup Inc.
+1.04%
+$351 
XLE Energy Select Sector SPDR Fund
+1%
+$14,516.36 
ADP Automatic Data Processing Inc.
+0.98%
+$1,087.8 
TTE TotalEnergies SE
+0.95%
+$1,162 
HCSG Healthcare Services Group Inc.
+0.95%
+$44 
UNP Union Pacific Corporation
+0.92%
+$2,242.81 
ZD Ziff Davis, Inc.
+0.89%
+$35.25 
IBM International Business Machines Corporation
+0.86%
+$18,272.78 
CP Canadian Pacific Kansas City Limited
+0.83%
+$441.65 
MCD McDonald's Corporation
+0.82%
+$682 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$12,729.55 
THC Tenet Healthcare Corporation
+0.81%
+$129.15 
EMR Emerson Electric Co.
+0.79%
+$3,746.53 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,035.99 
FHN First Horizon Corporation
+0.75%
+$34.2 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$534 
CAT Caterpillar Inc.
+0.7%
+$56.7 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,225.35 
IVV iShares Core S&P 500 ETF
+0.69%
+$48,573.44 
CARR Carrier Global Corporation
+0.68%
+$142.8 
DOW Dow Inc.
+0.67%
+$105.6 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$1,437.59 
SYY Sysco Corporation
+0.63%
+$2,272.11 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$6,076 
EXPE Expedia Group, Inc.
+0.62%
+$724 
HAFC Hanmi Financial Corporation
+0.6%
+$142.5 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$246.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$25,434.5 
GEN Gen Digital Inc.
+0.59%
+$340 
MO Altria Group, Inc.
+0.57%
+$513.24 
APH Amphenol Corporation
+0.55%
+$7,335.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$857.05 
EXC Exelon Corporation
+0.53%
+$512.16 
Q Qnity Electronics Inc.
+0.51%
+$68.64 
WTS Watts Water Technologies Inc.
+0.48%
+$1,002.01 
MOH Molina Healthcare Inc.
+0.47%
+$1,297.2 
NSC Norfolk Southern Corporation
+0.46%
+$954.81 
CMC Commercial Metals Company
+0.45%
+$682 
CSX CSX Corporation
+0.42%
+$6,325.83 
PFE Pfizer Inc.
+0.4%
+$2,876.3 
RTX RTX Corporation
+0.39%
+$142.8 
AVGO Broadcom Inc.
+0.37%
+$7,632 
PG Procter & Gamble Co
+0.37%
+$2,837.62 
OTIS Otis Worldwide Corporation
+0.36%
+$116.22 
BAC Bank of America Corporation
+0.36%
+$2,555.3 
GBX Greenbrier Companies, Inc.
+0.35%
+$187 
ZION Zions Bancorporation, National Association
+0.35%
+$384 
MRK Merck & Co., Inc.
+0.32%
+$1,948.37 
KD Kyndryl Holdings Inc.
+0.3%
+$9.76 
JPM JPMorgan Chase & Co.
+0.27%
+$169.2 
SO The Southern Company
+0.21%
+$106.8 
ADI Analog Devices, Inc.
+0.2%
+$1,519.94 
CMI Cummins Inc.
+0.19%
+$2,226.55 
T AT&T Inc.
+0.17%
+$437.08 
CB Chubb Limited
+0.15%
+$664.09 
MMM 3M Company
+0.12%
+$42 
ISRG Intuitive Surgical, Inc.
+0.1%
+$86.4 
C Citigroup Inc.
+0.1%
+$10.01 
NUE Nucor Corporation
+0.1%
+$851.5 
AFL Aflac Inc.
+0.09%
+$603.36 
WMT Walmart Inc.
+0.09%
+$260.61 
ABT Abbott Laboratories
+0.09%
+$147.15 
OC Owens Corning
+0.06%
+$67.34 
AEP American Electric Power Company, Inc.
+0.06%
+$3.5 
DIS The Walt Disney Company
+0.03%
+$137.52 
CSGS CSG Systems International, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
OGN Organon & Co.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
WU Western Union Co.
-17.3%
-$20,375.6 
CTVA Corteva Inc.
-11.9%
-$3,964.99 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$17,349.89 
AAPL Apple Inc.
-7.35%
-$53,159.36 
TROW T. Rowe Price Group, Inc.
-6.31%
-$26,038.74 
LIN Linde plc
-5.95%
-$52,349.82 
SNDK SanDisk Corporation
-5.09%
-$4,754.49 
LAD Lithia Motors Inc.
-4.84%
-$392.2 
TSN Tyson Foods Inc.
-4.43%
-$1,215.88 
AMN Amn Healthcare Services Inc.
-3.11%
-$457.92 
FCN Fti Consulting Inc.
-2.85%
-$2,054.8 
TOL Toll Brothers Inc
-2.76%
-$6,884.82 
QCOM QUALCOMM Incorporated
-2.63%
-$4,389.01 
ON ON Semiconductor Corporation
-2.54%
-$19,809 
ABBV AbbVie Inc.
-2.51%
-$34,808.6 
SJM The J.M. Smucker Company
-2.41%
-$796.5 
BIIB Biogen Inc.
-2.4%
-$2,504.93 
XLB Materials Select Sector SPDR Fund
-2.34%
-$35,924.9 
BFH Bread Financial Holdings Inc.
-2.31%
-$1,415.25 
BAX Baxter International Inc.
-2.21%
-$1,689.76 
WSM Williams-Sonoma, Inc.
-2%
-$4,194.01 
BBY Best Buy Co., Inc.
-1.78%
-$120.12 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,187.76 
ADM Archer-Daniels-Midland Co
-1.66%
-$3,504.1 
SOLV Solventum Corporation
-1.59%
-$67.62 
LRCX Lam Research Corporation
-1.58%
-$15,044.74 
UTHR United Therapeutics Corporation
-1.54%
-$1,646.33 
KDP Keurig Dr Pepper Inc.
-1.43%
-$165.15 
PPG PPG Industries Inc.
-1.35%
-$3,989.42 
DD DuPont de Nemours, Inc.
-1.32%
-$128.8 
EPP iShares MSCI Pacific ex Japan ETF
-1.26%
-$4,444.56 
CLX The Clorox Company
-1.24%
-$570 
MDLZ Mondelez International, Inc.
-1.22%
-$658.35 
TJX The TJX Companies, Inc.
-1.21%
-$6,819.8 
AAP Advance Auto Parts Inc.
-1.16%
-$55.25 
OMC Omnicom Group Inc.
-1.14%
-$1,777.23 
DE Deere & Company
-1.13%
-$340 
RCL Royal Caribbean Group
-1.13%
-$3,640.01 
VTRS Viatris Inc.
-1.13%
-$265.4 
TXN Texas Instruments Inc
-1.08%
-$5,919.24 
LOW Lowe's Companies Inc.
-1.08%
-$919.35 
AN AutoNation Inc.
-1.05%
-$495 
INTC Intel Corporation
-1.02%
-$3,562.83 
KO The Coca-Cola Company
-1.02%
-$666 
UPS United Parcel Service, Inc.
-1%
-$1,260 
VMC Vulcan Materials Company
-0.98%
-$2,095.93 
MET MetLife Inc.
-0.97%
-$1,742.76 
EWJ iShares MSCI Japan ETF
-0.96%
-$5,695.2 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$182 
GEF Greif Inc.
-0.87%
-$197.6 
FE FirstEnergy Corp.
-0.82%
-$1,194.8 
GILD Gilead Sciences Inc.
-0.81%
-$2,234.14 
PCAR PACCAR Inc.
-0.81%
-$2,001.24 
D Dominion Energy, Inc.
-0.8%
-$2,016 
KMB Kimberly-Clark Corporation
-0.8%
-$572 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$456 
WAT Waters Corporation
-0.79%
-$645.84 
UNM Unum Group
-0.76%
-$1,448.7 
CVS CVS Health Corporation
-0.75%
-$3,514.71 
ED Consolidated Edison, Inc.
-0.74%
-$405 
MA Mastercard Incorporated
-0.74%
-$425 
NAVI Navient Corporation
-0.71%
-$6.3 
MAR Marriott International Inc. - Class A
-0.71%
-$113.95 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$5,566.67 
R Ryder System Inc.
-0.68%
-$665 
DUK Duke Energy Corporation
-0.67%
-$1,399.44 
AMGN Amgen Inc.
-0.64%
-$8,439.47 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,859.57 
GS The Goldman Sachs Group, Inc.
-0.63%
-$9,421.91 
AMT American Tower Corporation
-0.63%
-$225.5 
EFA iShares MSCI EAFE ETF
-0.62%
-$66 
PM Philip Morris International Inc.
-0.61%
-$991.19 
DHR Danaher Corporation
-0.61%
-$2,346.68 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$11,133.66 
VLTO Veralto Corporation
-0.57%
-$835.38 
SBUX Starbucks Corporation
-0.57%
-$102 
PRU Prudential Financial, Inc.
-0.56%
-$1,264.08 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$718.47 
DGX Quest Diagnostics Inc.
-0.55%
-$774 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$72.96 
WAB Wabtec Corporation
-0.55%
-$3.2 
COF Capital One Financial Corporation
-0.54%
-$436.18 
LLY Eli Lilly and Company
-0.53%
-$6,221.95 
MATX Matson Inc.
-0.52%
-$2,999.77 
RGA Reinsurance Group of America, Inc.
-0.51%
-$1,656.47 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$188.6 
STLD Steel Dynamics Inc.
-0.49%
-$372 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$22,425.32 
ALL Allstate Corporation
-0.49%
-$1,120.61 
CF CF Industries Holdings, Inc.
-0.46%
-$182.7 
WSO Watsco Inc.
-0.46%
-$228.8 
PEP PepsiCo, Inc.
-0.46%
-$6,462.08 
CPB The Campbell's Company
-0.45%
-$165 
HOG Harley-Davidson Inc.
-0.41%
-$10 
AIG American International Group Inc.
-0.39%
-$601.4 
ORI Old Republic International Corp.
-0.39%
-$1,322.94 
BIO Bio-Rad Laboratories Inc.
-0.38%
-$173.6 
ETR Entergy Corporation
-0.38%
-$1,033.2 
AXP American Express Company
-0.38%
-$2,165.33 
MDT Medtronic plc
-0.37%
-$1,008 
ARCC Ares Capital Corporation
-0.37%
-$53.41 
OSK Oshkosh Corporation
-0.36%
-$361.08 
DG Dollar General Corporation
-0.35%
-$54.9 
PAHC Phibro Animal Health Corporation
-0.33%
-$502.08 
CL Colgate-Palmolive Company
-0.33%
-$133.5 
TFC Truist Financial Corporation
-0.33%
-$226.95 
EG Everest Group, Ltd.
-0.32%
-$1,010.35 
SWKS Skyworks Solutions Inc.
-0.32%
-$920.6 
CEG Constellation Energy Corporation
-0.31%
-$363.69 
COR Cencora, Inc.
-0.28%
-$356 
ENR Energizer Holdings Inc.
-0.28%
-$52.8 
CNP CenterPoint Energy Inc.
-0.26%
-$74.8 
COST Costco Wholesale Corporation
-0.24%
-$430.91 
CBT Cabot Corporation
-0.24%
-$210 
HBAN Huntington Bancshares Incorporated
-0.23%
-$465.63 
PFG Principal Financial Group, Inc.
-0.22%
-$1,809.75 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$12,924.98 
UNF UniFirst Corp.
-0.21%
-$519.56 
KR Kroger Co.
-0.21%
-$415.2 
QRVO Qorvo Inc.
-0.19%
-$97.07 
ELV Elevance Health, Inc.
-0.15%
-$168 
TPR Tapestry Inc.
-0.14%
-$1,282.05 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$108.01 
MKC McCormick & Company, Incorporated
-0.12%
-$2.16 
EZU iShares MSCI Eurozone ETF
-0.12%
-$43.76 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$5,138.64 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,286.52 
WBS Webster Financial Corporation
-0.1%
-$320 
KEY KeyCorp
-0.09%
-$14 
EWG iShares MSCI Germany ETF
-0.07%
-$278.19 
FXI iShares China Large-Cap ETF
-0.06%
-$13.4 
V Visa Inc. Class A
-0.04%
-$12.6 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,028.82 
TGT Target Corporation
-0.01%
-$3 Events
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Dividends
Dividend Analysis
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No Data
| Trades 830 | Longs Won 557/830 67% | Profit Factor 10.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $190,937.04 |
| Average Win $72,182.54 | Best Trade (Aug 13) $3.84M | Sharpe Ratio -10.52 |
| Average Loss -$14,057.49 | Worst Trade (Sep 30) -$606,939.63 | Z-Score 7.56 (100%) |
| Commissions $0 | Avg. Trade Length 11m 6d | Expectancy $43,826.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAP Advance Auto Parts Inc. | 85 | $3,333 | $4,720.9 | - | $1,387.9 | 41.64% | -1.157% |
| AAPL Apple Inc. | 2,168 | $444,808.56 | $669,716.88 | - | $224,908.32 | 50.56% | -7.354% |
| ABBV AbbVie Inc. | 5,380 | $1.18M | $1.35M | - | $168,502.72 | 14.26% | -2.513% |
| ABT Abbott Laboratories | 1,635 | $216,882.83 | $172,819.5 | - | -$44,063.33 | -20.32% | +0.085% |
| ADI Analog Devices, Inc. | 2,054 | $415,569.3 | $754,660.14 | - | $339,090.84 | 81.6% | +0.202% |
| ADM Archer-Daniels-Midland Co | 2,615 | $187,616.01 | $207,291.05 | - | $19,675.04 | 10.49% | -1.662% |
| ADP Automatic Data Processing Inc. | 420 | $128,322.53 | $111,913.2 | - | -$16,409.33 | -12.79% | +0.982% |
| AEP American Electric Power Company, Inc. | 50 | $5,464 | $6,392.5 | - | $928.5 | 16.99% | +0.055% |
| AFL Aflac Inc. | 5,028 | $552,551.39 | $640,969.44 | - | $88,418.05 | 16% | +0.094% |
| AIG American International Group Inc. | 1,940 | $168,663.8 | $152,445.2 | - | -$16,218.6 | -9.62% | -0.393% |
| ALL Allstate Corporation | 862 | $178,494.6 | $227,636.95 | - | $49,142.35 | 27.53% | -0.49% |
| AMAT Applied Materials, Inc. | 14,756 | $2.97M | $7.49M | - | $4.52M | 152.14% | +1.176% |
| AMGN Amgen Inc. | 3,403 | $1.04M | $1.31M | - | $270,887.61 | 26.05% | -0.64% |
| AMN Amn Healthcare Services Inc. | 424 | $10,371.02 | $14,259.12 | - | $3,888.1 | 37.49% | -3.111% |
| AMT American Tower Corporation | 205 | $44,608 | $35,538.8 | - | -$9,069.2 | -20.33% | -0.631% |
| AMZN Amazon.com Inc | 1,740 | $334,569.43 | $472,549.18 | - | $137,979.75 | 41.24% | +15.321% |
| AN AutoNation Inc. | 220 | $35,622 | $46,728 | - | $11,106 | 31.18% | -1.048% |
| APH Amphenol Corporation | 16,672 | $546,758.24 | $1.34M | - | $792,836.96 | 145.01% | +0.551% |
| ARCB ArcBest Corporation | 655 | $46,181.11 | $94,549.26 | - | $48,368.15 | 104.74% | +1.605% |
| ARCC Ares Capital Corporation | 763 | $16,696.07 | $14,313.88 | - | -$2,382.19 | -14.27% | -0.372% |
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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 Steven Albrecht?
The largest contributions to the portfolio's profits come from the following stocks: State Street Technology Select Sector SPDR ETF - $2.65M, Applied Materials, Inc - $2.55M, Intel Corporation - $1.19M, iShares Core S&P Small-Cap ETF - $1.09M, and Broadcom Inc - $1.08M. 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: Bread Financial Holdings Inc - $508,680.28, Starbucks Corporation - $79,415.16, Watsco Inc - $45,729, Baxter International Inc - $31,214.02, and Elevance Health, Inc - $30,418.17. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Steven Albrecht's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.32M earned over time. The largest contributors to dividend income include Bread Financial Holdings Inc - $95,101.35, iShares Core S&P Small-Cap ETF - $79,043.54, iShares Core S&P Mid-Cap ETF - $76,882.89, Pfizer Inc - $73,730.81, and iShares Core S&P 500 ETF - $67,162.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Steven Albrecht's monthly returns?
Steven Albrecht's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Steven Albrecht's strategy be considered aggressive or moderate?
Steven Albrecht'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 Steven Albrecht's strategy?
Steven Albrecht'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.
