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:
44.63%
Gain -0.42%
Monthly
2.01%
Yearly
26.97%
Drawdown
12.68%
$107.28M
Equity
Holdings
$107.28M
Investment
$86.51M
$36.54M
Profit -$476,742.47
Realized
$15.76M
Unrealized
$20.78M
Dividends
$2.67M
Goals
Avg. 41.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$476,742.47
Win %
70%
This Week
Compared To Last Week
Gain
-1.35%
Profit
-$1.47M
Win %
70%
This Month
Compared to last month
Gain
0.4%
Profit
$427,853.42
Win %
70%
This Year
Compared to last year
Gain
-3.32%
Profit
-$3.62M
Win %
67%
HONA Honeywell Aerospace Inc.
+3.5%
+$2,286 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$153.4 
TTE TotalEnergies SE
+2.75%
+$3,402 
PM Philip Morris International Inc.
+2.37%
+$3,973.21 
CMCSA Comcast Corp
+2.27%
+$224.73 
PEP PepsiCo, Inc.
+2.18%
+$28,271.6 
GEF Greif Inc.
+2.18%
+$453.7 
COP ConocoPhillips
+2.12%
+$1,535.1 
RTX RTX Corporation
+2.11%
+$669.8 
SWKS Skyworks Solutions Inc.
+2.1%
+$7,640.99 
SLB Schlumberger Limited
+2.03%
+$196 
VMC Vulcan Materials Company
+1.93%
+$3,815.11 
AEP American Electric Power Company, Inc.
+1.91%
+$118.5 
KO The Coca-Cola Company
+1.81%
+$1,235.8 
JPM JPMorgan Chase & Co.
+1.81%
+$1,092.6 
OKE ONEOK, Inc.
+1.8%
+$2,231.78 
PAHC Phibro Animal Health Corporation
+1.8%
+$2,866.04 
AN AutoNation Inc.
+1.8%
+$633.6 
C Citigroup Inc.
+1.8%
+$170.56 
EXC Exelon Corporation
+1.74%
+$1,579.16 
DUK Duke Energy Corporation
+1.7%
+$3,365.32 
MDLZ Mondelez International, Inc.
+1.69%
+$910.58 
WY Weyerhaeuser Company
+1.68%
+$3,107 
SO The Southern Company
+1.65%
+$784.98 
NUE Nucor Corporation
+1.64%
+$14,237.08 
TJX The TJX Companies, Inc.
+1.63%
+$8,382.72 
THG Hanover Insurance Group, Inc.
+1.63%
+$186 
AIG American International Group Inc.
+1.62%
+$2,483.2 
ALL Allstate Corporation
+1.61%
+$3,318.69 
COF Capital One Financial Corporation
+1.59%
+$1,217.83 
BFH Bread Financial Holdings Inc.
+1.58%
+$888 
AMT American Tower Corporation
+1.56%
+$580.15 
ED Consolidated Edison, Inc.
+1.54%
+$845 
CMC Commercial Metals Company
+1.51%
+$2,178 
RCL Royal Caribbean Group
+1.44%
+$4,034.99 
MET MetLife Inc.
+1.43%
+$2,660.49 
MO Altria Group, Inc.
+1.43%
+$1,388.38 
CVX Chevron Corporation
+1.43%
+$391.25 
XLE Energy Select Sector SPDR Fund
+1.37%
+$22,389.64 
D Dominion Energy, Inc.
+1.34%
+$3,042 
CNP CenterPoint Energy Inc.
+1.33%
+$360.4 
AMN Amn Healthcare Services Inc.
+1.29%
+$218.36 
TSN Tyson Foods Inc.
+1.29%
+$314.14 
FE FirstEnergy Corp.
+1.26%
+$1,717.53 
ORI Old Republic International Corp.
+1.23%
+$3,696.45 
BCC Boise Cascade Company
+1.23%
+$505.98 
TFC Truist Financial Corporation
+1.22%
+$760.95 
XLU Utilities Select Sector SPDR Fund
+1.21%
+$9,068.28 
MAR Marriott International Inc. - Class A
+1.21%
+$200.81 
ETR Entergy Corporation
+1.19%
+$3,124.8 
OTIS Otis Worldwide Corporation
+1.18%
+$371.01 
OXY Occidental Petroleum Corporation
+1.18%
+$71.5 
VTRS Viatris Inc.
+1.15%
+$278.67 
STLD Steel Dynamics Inc.
+1.15%
+$828 
MRK Merck & Co., Inc.
+1.14%
+$7,840.8 
LOW Lowe's Companies Inc.
+1.13%
+$899.1 
LYB LyondellBasell Industries N.V.
+1.12%
+$987 
COST Costco Wholesale Corporation
+1.12%
+$2,061.99 
PG Procter & Gamble Co
+1.07%
+$9,021.48 
YUMC Yum China Holdings Inc.
+1.04%
+$139.5 
DIS The Walt Disney Company
+1.03%
+$5,225.76 
HAFC Hanmi Financial Corporation
+1.03%
+$238.95 
FHN First Horizon Corporation
+1.01%
+$41.4 
HIG The Hartford Insurance Group, Inc.
+1%
+$534 
LIN Linde plc
+1%
+$8,537.55 
CL Colgate-Palmolive Company
+1%
+$411.62 
ZTS Zoetis Inc.
+0.99%
+$61.62 
XLP Consumer Staples Select Sector SPDR Fund
+0.96%
+$44,583.99 
EG Everest Group, Ltd.
+0.96%
+$3,047.74 
AFL Aflac Inc.
+0.92%
+$5,480.5 
CLX The Clorox Company
+0.88%
+$361 
TPR Tapestry Inc.
+0.86%
+$6,318.68 
CMI Cummins Inc.
+0.85%
+$8,267.29 
KMB Kimberly-Clark Corporation
+0.85%
+$572 
ICF iShares Cohen & Steers Realty Majors ETF
+0.84%
+$103.68 
AAPL Apple Inc.
+0.82%
+$6,113.76 
AXP American Express Company
+0.82%
+$4,390.37 
KR Kroger Co.
+0.81%
+$1,764.6 
CB Chubb Limited
+0.81%
+$3,571.04 
ADI Analog Devices, Inc.
+0.79%
+$6,511.16 
SJM The J.M. Smucker Company
+0.78%
+$265.95 
LLY Eli Lilly and Company
+0.78%
+$9,911.49 
ZION Zions Bancorporation, National Association
+0.78%
+$784 
T AT&T Inc.
+0.77%
+$1,966.86 
TXN Texas Instruments Inc
+0.76%
+$4,155.2 
EWU iShares MSCI United Kingdom ETF
+0.75%
+$957.96 
KEY KeyCorp
+0.75%
+$105 
CFR Cullen/Frost Bankers Inc.
+0.75%
+$57.5 
VZ Verizon Communications Inc.
+0.74%
+$1,320.66 
RGA Reinsurance Group of America, Inc.
+0.74%
+$2,676.39 
SOLS Sollensys Corp
+0.73%
+$87.72 
XLB Materials Select Sector SPDR Fund
+0.73%
+$10,985.3 
CARR Carrier Global Corporation
+0.73%
+$136 
BAC Bank of America Corporation
+0.71%
+$4,239.48 
EXPE Expedia Group, Inc.
+0.68%
+$796 
V Visa Inc. Class A
+0.68%
+$243 
AAP Advance Auto Parts Inc.
+0.67%
+$25.07 
MKC McCormick & Company, Incorporated
+0.65%
+$10.62 
XLRE The Real Estate Select Sector SPDR Fund
+0.64%
+$221.4 
LECO Lincoln Electric Holdings, Inc.
+0.62%
+$949.33 
HBAN Huntington Bancshares Incorporated
+0.62%
+$1,105.89 
ITW Illinois Tool Works Inc.
+0.57%
+$1,137.24 
XLF Financial Select Sector SPDR Fund
+0.56%
+$6,647.02 
KDP Keurig Dr Pepper Inc.
+0.54%
+$67.89 
UNM Unum Group
+0.49%
+$987.75 
CPB The Campbell's Company
+0.45%
+$148.5 
WMT Walmart Inc.
+0.45%
+$1,381.18 
PCAR PACCAR Inc.
+0.44%
+$907.97 
PFE Pfizer Inc.
+0.44%
+$3,739.19 
DG Dollar General Corporation
+0.44%
+$71.98 
LAD Lithia Motors Inc.
+0.41%
+$24.4 
ABBV AbbVie Inc.
+0.41%
+$6,240.85 
ISRG Intuitive Surgical, Inc.
+0.41%
+$417.6 
MCD McDonald's Corporation
+0.39%
+$292.95 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$1,634.04 
PPG PPG Industries Inc.
+0.37%
+$1,056.8 
ADM Archer-Daniels-Midland Co
+0.35%
+$758.35 
CTVA Corteva Inc.
+0.35%
+$16.79 
BANC Banc of California Inc.
+0.35%
+$59.1 
AMGN Amgen Inc.
+0.34%
+$5,070.47 
BIIB Biogen Inc.
+0.31%
+$372.21 
CHD Church & Dwight Co., Inc.
+0.31%
+$64.32 
OC Owens Corning
+0.3%
+$286.28 
ON ON Semiconductor Corporation
+0.3%
+$2,046 
MRSH Marsh & McLennan Companies, Inc.
+0.29%
+$54.5 
DOW Dow Inc.
+0.29%
+$44.88 
EWG iShares MSCI Germany ETF
+0.25%
+$973.66 
CVS CVS Health Corporation
+0.24%
+$1,001.02 
EFA iShares MSCI EAFE ETF
+0.24%
+$25 
CAT Caterpillar Inc.
+0.24%
+$17.6 
MA Mastercard Incorporated
+0.18%
+$113 
EZU iShares MSCI Eurozone ETF
+0.14%
+$49.23 
ADP Automatic Data Processing Inc.
+0.13%
+$159.6 
ELV Elevance Health, Inc.
+0.13%
+$162 
EPP iShares MSCI Pacific ex Japan ETF
+0.09%
+$308.64 
OGN Organon & Co.
+0.07%
+$5.34 
PFG Principal Financial Group, Inc.
+0.06%
+$470.54 
BMY Bristol-Myers Squibb Company
+0.05%
+$81.69 
GS The Goldman Sachs Group, Inc.
+0.01%
+$159.9 
EWJ iShares MSCI Japan ETF
+0.01%
+$63.28 
XLI Industrial Select Sector SPDR Fund
+0.01%
+$87.79 
CSGS CSG Systems International, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENR Energizer Holdings Inc.
0%
$0 
KMT Kennametal Inc.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
SNDK SanDisk Corporation
-4.61%
-$4,698.28 
INTC Intel Corporation
-4.25%
-$15,515.55 
WDC Western Digital Corporation
-4.1%
-$3,218.6 
NTAP NetApp, Inc.
-4.06%
-$6,409.2 
MEI Methode Electronics Inc.
-4.02%
-$733.7 
ORCL Oracle Corporation
-3.73%
-$3,540.59 
FFIV F5 Inc.
-3.4%
-$1,132.23 
LRCX Lam Research Corporation
-3.28%
-$29,161.08 
AMAT Applied Materials, Inc.
-3.01%
-$190,795.23 
KLAC KLA Corporation
-2.94%
-$12,159.7 
JKHY Jack Henry & Associates, Inc.
-2.9%
-$2,451.6 
ARCB ArcBest Corporation
-2.89%
-$2,521.75 
AVGO Broadcom Inc.
-2.86%
-$52,125.45 
BIO Bio-Rad Laboratories Inc.
-2.82%
-$1,439.2 
SOLV Solventum Corporation
-2.55%
-$109.76 
MAN ManpowerGroup Inc.
-2.49%
-$708.5 
GEN Gen Digital Inc.
-2.44%
-$1,285.62 
META Meta Platforms Inc Class A
-2.43%
-$16,315.98 
MATX Matson Inc.
-2.24%
-$14,999 
ZD Ziff Davis, Inc.
-2.16%
-$94.5 
THC Tenet Healthcare Corporation
-2.15%
-$373.59 
MSFT Microsoft Corp.
-2.13%
-$57,155 
XLK State Street Technology Select Sector SPDR ETF
-2.11%
-$135,715.86 
Q Qnity Electronics Inc.
-2.06%
-$256.88 
WAT Waters Corporation
-2.04%
-$1,954.8 
MOH Molina Healthcare Inc.
-2.01%
-$6,020.7 
DGX Quest Diagnostics Inc.
-1.87%
-$2,681.99 
AVT Avnet Inc.
-1.86%
-$432.5 
HOG Harley-Davidson Inc.
-1.7%
-$47 
CNC Centene Corporation
-1.62%
-$115.14 
CSCO Cisco Systems, Inc.
-1.59%
-$349 
QDEL QuidelOrtho Corporation
-1.51%
-$48.3 
DE Deere & Company
-1.49%
-$483 
APH Amphenol Corporation
-1.42%
-$38,679.04 
QCOM QUALCOMM Incorporated
-1.41%
-$2,771.99 
NAVI Navient Corporation
-1.41%
-$14.18 
ETN Eaton Corporation plc
-1.4%
-$1,777.5 
R Ryder System Inc.
-1.36%
-$1,242.6 
UNF UniFirst Corp.
-1.33%
-$2,949.75 
IYZ iShares U.S. Telecommunications ETF
-1.3%
-$273.52 
EEM iShares MSCI Emerging Markets ETF
-1.29%
-$1,709.4 
IBM International Business Machines Corporation
-1.28%
-$28,605.33 
HCA HCA Healthcare Inc.
-1.23%
-$10,640.98 
FXI iShares China Large-Cap ETF
-1.15%
-$264.65 
UNH UnitedHealth Group Incorporated
-1.14%
-$776.16 
UPS United Parcel Service, Inc.
-1.11%
-$1,302 
GNRC Generac Holdings Inc.
-1%
-$4,962.48 
WU Western Union Co.
-0.96%
-$919.2 
UTHR United Therapeutics Corporation
-0.91%
-$996.73 
XLC Communication Services Select Sector SPDR Fund
-0.9%
-$3,526.92 
HCSG Healthcare Services Group Inc.
-0.89%
-$38 
CBT Cabot Corporation
-0.86%
-$650 
AMZN Amazon.com Inc
-0.84%
-$3,740.98 
TROW T. Rowe Price Group, Inc.
-0.84%
-$2,939.3 
CACI Caci International Inc.
-0.82%
-$1,907.6 
BAX Baxter International Inc.
-0.76%
-$558.48 
UNP Union Pacific Corporation
-0.72%
-$1,738.79 
SCHB Schwab U.S. Broad Market ETF
-0.71%
-$304.5 
TGT Target Corporation
-0.7%
-$163.5 
MDT Medtronic plc
-0.69%
-$2,079 
IYY iShares Dow Jones U.S. ETF
-0.69%
-$1,545.42 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.67%
-$29,805.6 
GILD Gilead Sciences Inc.
-0.66%
-$2,150.64 
VLTO Veralto Corporation
-0.63%
-$990.08 
EMR Emerson Electric Co.
-0.63%
-$3,238.5 
DHR Danaher Corporation
-0.62%
-$2,819.96 
CSX CSX Corporation
-0.62%
-$9,036.9 
KD Kyndryl Holdings Inc.
-0.61%
-$19.52 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.61%
-$6,130.25 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$28,262.46 
IVV iShares Core S&P 500 ETF
-0.6%
-$44,019.4 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$460 
OSK Oshkosh Corporation
-0.58%
-$531 
FCN Fti Consulting Inc.
-0.54%
-$349.8 
WBS Webster Financial Corporation
-0.51%
-$1,600 
MMM 3M Company
-0.49%
-$161 
GBX Greenbrier Companies, Inc.
-0.48%
-$209 
IJR iShares Core S&P Small-Cap ETF
-0.47%
-$16,722.55 
ARCC Ares Capital Corporation
-0.45%
-$64.86 
CEG Constellation Energy Corporation
-0.41%
-$507.37 
PRU Prudential Financial, Inc.
-0.4%
-$861.04 
NSC Norfolk Southern Corporation
-0.37%
-$733.03 
CP Canadian Pacific Kansas City Limited
-0.34%
-$181.5 
GIL Gildan Activewear Inc.
-0.33%
-$61.88 
WSM Williams-Sonoma, Inc.
-0.33%
-$738 
ABT Abbott Laboratories
-0.29%
-$490.5 
JCI Johnson Controls International plc
-0.28%
-$3,987.9 
CF CF Industries Holdings, Inc.
-0.23%
-$85.05 
TOL Toll Brothers Inc
-0.21%
-$465.64 
WSO Watsco Inc.
-0.21%
-$97.6 
WAB Wabtec Corporation
-0.17%
-$0.99 
DD DuPont de Nemours, Inc.
-0.16%
-$14.7 
XLV Health Care Select Sector SPDR Fund
-0.16%
-$3,213.84 
NVO Novo Nordisk A/S Sponsored ADR
-0.14%
-$210.65 
GWW W.W. Grainger, Inc.
-0.14%
-$216 
SYY Sysco Corporation
-0.1%
-$342.96 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.1%
-$2,147.86 
WTS Watts Water Technologies Inc.
-0.08%
-$173.99 
OMC Omnicom Group Inc.
-0.05%
-$78.12 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.04%
-$59.47 
BBY Best Buy Co., Inc.
-0.03%
-$2.31 
COR Cencora, Inc.
-0.03%
-$36 
SBUX Starbucks Corporation
-0.01%
-$1.7 Events
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Dividends
Dividend Analysis
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| Trades 830 | Longs Won 545/830 65% | Profit Factor 10.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $185,393.97 |
| Average Win $74,137.82 | Best Trade (Oct 15) $2.7M | Sharpe Ratio -10.52 |
| Average Loss -$13,563.99 | Worst Trade (Sep 30) -$606,939.63 | Z-Score 8.03 (100%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $44,023.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,937 | 7,143 | 6,349 | 5,556 | 4,762 | 3,968 | 3,175 | 2,381 | 1,587 | 794 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAP Advance Auto Parts Inc. | 85 | $3,333 | $3,758.27 | - | $425.27 | 12.76% | +0.672% |
| AAPL Apple Inc. | 2,168 | $444,808.56 | $747,569.76 | - | $302,761.2 | 68.07% | +0.825% |
| ABBV AbbVie Inc. | 5,380 | $1.18M | $1.53M | - | $349,378.32 | 29.57% | +0.409% |
| ABT Abbott Laboratories | 1,635 | $216,882.83 | $170,661.3 | - | -$46,221.53 | -21.31% | -0.287% |
| ADI Analog Devices, Inc. | 2,054 | $415,569.3 | $836,224.48 | - | $420,655.18 | 101.22% | +0.785% |
| ADM Archer-Daniels-Midland Co | 2,615 | $187,616.01 | $217,620.3 | - | $30,004.29 | 15.99% | +0.35% |
| ADP Automatic Data Processing Inc. | 420 | $128,322.53 | $120,132.6 | - | -$8,189.93 | -6.38% | +0.133% |
| AEP American Electric Power Company, Inc. | 50 | $5,464 | $6,333 | - | $869 | 15.9% | +1.907% |
| AFL Aflac Inc. | 5,028 | $552,551.39 | $599,035.92 | - | $46,484.53 | 8.41% | +0.923% |
| AIG American International Group Inc. | 1,940 | $168,663.8 | $155,976 | - | -$12,687.8 | -7.52% | +1.618% |
| ALL Allstate Corporation | 862 | $178,494.6 | $209,853.9 | - | $31,359.3 | 17.57% | +1.607% |
| AMAT Applied Materials, Inc. | 14,756 | $2.97M | $6.15M | - | $3.18M | 107.14% | -3.007% |
| AMGN Amgen Inc. | 3,403 | $1.04M | $1.48M | - | $442,262.69 | 42.53% | +0.343% |
| AMN Amn Healthcare Services Inc. | 424 | $10,371.02 | $17,178.36 | - | $6,807.34 | 65.64% | +1.288% |
| AMT American Tower Corporation | 205 | $44,608 | $37,758.95 | - | -$6,849.05 | -15.35% | +1.56% |
| AMZN Amazon.com Inc | 1,740 | $334,569.43 | $439,541.4 | - | $104,971.97 | 31.38% | -0.844% |
| AN AutoNation Inc. | 220 | $35,622 | $35,789.6 | - | $167.6 | 0.47% | +1.802% |
| APH Amphenol Corporation | 33,344 | $546,774.91 | $2.68M | - | $2.13M | 389.88% | -1.423% |
| ARCB ArcBest Corporation | 655 | $46,181.11 | $84,639.1 | - | $38,457.99 | 83.28% | -2.893% |
| ARCC Ares Capital Corporation | 763 | $16,696.07 | $14,371.1 | - | -$2,324.97 | -13.93% | -0.449% |
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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 - $2.56M, Intel Corporation - $1.19M, iShares Core S&P Small-Cap ETF - $1.1M, 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 - $508,552.63, Starbucks Corporation - $79,415.16, Watsco Inc - $45,729, Baxter International Inc - $31,185.38, and Elevance Health, Inc - $29,902.17. 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 $2.67M earned over time. The largest contributors to dividend income include Bread Financial Holdings Inc - $95,229, iShares Core S&P Small-Cap ETF - $92,149.65, iShares Core S&P Mid-Cap ETF - $91,390.56, iShares Core S&P 500 ETF - $88,058.48, and Pfizer Inc - $73,730.81. 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.
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