BJK
Brian J. Kopinski Portfolio
Invests via Woodmont Investment Counsel LLC | Managed by Brian J. Kopinski
Invests via Woodmont Investment Counsel LLC
Managed by Brian J. Kopinski
Automatically Tracked
Brian J. Kopinski Profile
With a distinguished career in finance, Brian J. Kopinski has cultivated substantial expertise in corporate finance and investment management. His extensive background includes strategic roles within renowned financial institutions, where he played key parts in guiding capital allocation decisions and optimizing operational efficiencies. Known for his adept leadership, he consistently drives innovation while facilitating growth-oriented initiatives that resonate within the market landscape. Having established a network of strong industry relationships, his influence spans various sectors including technology and consumer goods, reinforcing his status as a valuable asset to any enterprise seeking financial acumen and direction.
With a distinguished career in finance, Brian J. Kopinski has cultivated substantial expertise in corporate finance and investment management. His extensive background includes strategic roles within renowned financial institutions, where he played key parts in guiding capital allocation decisions and optimizing operational efficiencies. Known for his adept leadership, he consistently drives innovation while facilitating growth-oriented initiatives that resonate within the market landscape. Having established a network of strong industry relationships, his influence spans various sectors including technology and consumer goods, reinforcing his status as a valuable asset to any enterprise seeking financial acumen and direction.
Investment Philosophy & Strategy
In navigating complex market landscapes, Brian J. Kopinski prioritizes transformational investment strategies that harness his extensive corporate finance acumen. His approach revolves around leveraging operational efficiencies and promoting innovation to uncover value in diverse sectors, particularly technology and consumer goods. With a focus on strategic growth initiatives, he emphasizes adaptability to capitalize on emerging opportunities while maintaining rigorous standards of analysis. By cultivating robust partnerships across industries, he creates avenues for collaboration that foster sustainable business expansion.
In navigating complex market landscapes, Brian J. Kopinski prioritizes transformational investment strategies that harness his extensive corporate finance acumen. His approach revolves around leveraging operational efficiencies and promoting innovation to uncover value in diverse sectors, particularly technology and consumer goods. With a focus on strategic growth initiatives, he emphasizes adaptability to capitalize on emerging opportunities while maintaining rigorous standards of analysis. By cultivating robust partnerships across industries, he creates avenues for collaboration that foster sustainable business expansion.
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:
278.76%
Gain +0.62%
Monthly
1.32%
Yearly
17.09%
Drawdown
44.54%
$2.5B
Equity
Holdings
$2.5B
Investment
$1.36B
$1.69B
Profit -$1.78M
Realized
$541.16M
Unrealized
$1.15B
Dividends
$403.44M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.62%
Profit
-$1.78M
Win %
81%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$22.54M
Win %
81%
This Month
Compared to last month
Gain
-0.9%
Profit
-$22.67M
Win %
81%
This Year
Compared to last year
Gain
-2.37%
Profit
$33.97M
Win %
81%
WGA
WGA
+113.21%
+$33,714.78 G
G
+100.72%
+$2.31M 2948
294821400
+95.66%
+$2.49M EMC
EMC
+93.4%
+$210,609.65 WAG
WAG
+72.05%
+$5.24M ASO
ASO
+57.03%
+$945,994.26 KRB
KRB
+47.72%
+$1.59M 0660
066050105
+40.87%
+$181,728.28 
BXS BancorpSouth Bank
+36.96%
+$77,624.35 AC
AC
+34.59%
+$66,816.61 
PLTR Palantir Technologies Inc.
+29.45%
+$709,814.79 0019
001957208
+28.71%
+$75,496.38 9497
949740104
+23.26%
+$288,608.82 PCL
PCL
+20.78%
+$135,058.8 FFCH
FFCH
+19.2%
+$58,352.94 BLS
BLS
+17.02%
+$70,103.25 
CSC Computer Sciences Corp.
+16.57%
+$458,262.73 SWY
SWY
+15.73%
+$24,425.77 0594
059438101
+11.88%
+$120,352.54 
INTC Intel Corporation
+10.84%
+$1.21M 
MU Micron Technology, Inc.
+7.62%
+$17,498.08 
QCOM QUALCOMM Incorporated
+7.32%
+$212,098.61 
MCHP Microchip Technology Incorporated
+7.25%
+$42,553.6 
AMD Advanced Micro Devices, Inc.
+7%
+$47,617.83 
AVGO Broadcom Inc.
+6.61%
+$2.74M 
CHTR Charter Communications Inc
+6.22%
+$142,488.4 
HSTM HealthStream Inc.
+5.19%
+$12,816.93 
ADI Analog Devices, Inc.
+5.09%
+$11,358.98 
JCI Johnson Controls International plc
+4.94%
+$12,305.46 
APH Amphenol Corporation
+4.89%
+$10,618.71 
IBM International Business Machines Corporation
+3.91%
+$181,311.78 
KMB Kimberly-Clark Corporation
+3.73%
+$43,289.96 
CHKP Check Point Software Technologies Ltd.
+3.38%
+$10,608 
YUM Yum! Brands, Inc.
+3.01%
+$12,718.72 
AMGN Amgen Inc.
+2.94%
+$88,218.71 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+2.94%
+$7,698.3 
BUD Anheuser-Busch InBev S.A. ADR
+2.89%
+$25,757.97 
LOW Lowe's Companies Inc.
+2.84%
+$226,430.41 
ACN Accenture plc Class A
+2.82%
+$19,838.16 
CLW Clearwater Paper Corporation
+2.79%
+$17,791.52 
IEMG iShares Core MSCI Emerging Markets ETF
+2.73%
+$71,103.66 
CRM Salesforce Inc
+2.71%
+$91,118.34 
HONA Honeywell Aerospace Inc.
+2.69%
+$15,400 
LHX L3Harris Technologies, Inc.
+2.68%
+$9,560.4 
NVDA NVIDIA Corporation
+2.56%
+$115,868.6 
TXN Texas Instruments Inc
+2.49%
+$15,691.36 
MGK Vanguard Mega Cap Growth ETF
+2.46%
+$14,981.68 
GPN Global Payments Inc.
+2.39%
+$8,433.64 
BCRX BioCryst Pharmaceuticals Inc.
+2.38%
+$14,742.21 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.38%
+$21,098.71 
BF-B Brown-Forman Corporation
+2.37%
+$10,504.56 
UPS United Parcel Service, Inc.
+2.1%
+$47,205.76 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.09%
+$10,193.1 
MCD McDonald's Corporation
+2.04%
+$479,926.51 
AAPL Apple Inc.
+1.96%
+$1.02M 
MRK Merck & Co., Inc.
+1.9%
+$627,398.22 
HROW Harrow Inc.
+1.89%
+$82,739.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.89%
+$28,968.06 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$88,489.74 
MDY SPDR S&P MidCap 400 ETF Trust
+1.78%
+$37,690.24 
IVV iShares Core S&P 500 ETF
+1.77%
+$104,015.11 
UNP Union Pacific Corporation
+1.76%
+$9,630.72 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.73%
+$26,423.55 
F Ford Motor Company
+1.73%
+$5,948.25 
TSLA Tesla, Inc.
+1.64%
+$15,019.57 
WMB The Williams Companies, Inc.
+1.58%
+$8,120.76 
FBK FB Financial Corp
+1.55%
+$40,195.49 
VYM Vanguard High Dividend Yield ETF
+1.54%
+$165,228.94 
FITB Fifth Third Bancorp
+1.53%
+$5,031.21 
PFE Pfizer Inc.
+1.52%
+$171,773.34 
RF Regions Financial Corporation
+1.49%
+$6,848.37 
ETN Eaton Corporation plc
+1.49%
+$11,346.87 
MTB M&T Bank Corporation
+1.44%
+$4,199.34 
QUAL iShares MSCI USA Quality Factor ETF
+1.39%
+$62,037.73 
JPM JPMorgan Chase & Co.
+1.38%
+$403,730.51 
ECL Ecolab Inc.
+1.33%
+$12,053.85 
FDX FedEx Corporation
+1.33%
+$11,598.93 
XLE Energy Select Sector SPDR Fund
+1.29%
+$14,334.36 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.22%
+$3,614.13 
GEV GE Vernova Inc.
+1.17%
+$2,754.18 
ISPY ProShares S&P High Income ETF
+1.14%
+$6,188.05 
HAL Halliburton Company
+1.13%
+$64,702.8 
GOOGL Alphabet Inc
+1.11%
+$214,699.36 
BBHL BBH Select Large Cap ETF
+1.09%
+$2,094.32 
FDXF FedEx Freight Holding Company Inc.
+1.09%
+$2,130.6 
V Visa Inc. Class A
+1.07%
+$23,825.7 
MSFT Microsoft Corp.
+1.06%
+$866,422.44 
SHEL Shell plc
+0.99%
+$6,275.69 
TRMK Trustmark Corporation
+0.98%
+$6,580 
SDY SPDR S&P Dividend ETF
+0.95%
+$4,608.72 
AA Alcoa Corporation
+0.94%
+$1,239.27 
NHI National Health Investors, Inc.
+0.94%
+$89,349.95 
DUK Duke Energy Corporation
+0.93%
+$202,979.28 
TRV The Travelers Companies, Inc.
+0.89%
+$4,655.31 
GD General Dynamics Corporation
+0.87%
+$56,870.08 
SCHD Schwab U.S. Dividend Equity ETF
+0.86%
+$12,688.08 
PAYX Paychex Inc.
+0.84%
+$47,430.9 
CALM Cal-Maine Foods Inc.
+0.83%
+$26,011.51 
LYB LyondellBasell Industries N.V.
+0.81%
+$4,052.3 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$138,626.16 
CINF Cincinnati Financial Corporation
+0.78%
+$15,171.51 
GOOG Alphabet Inc
+0.77%
+$174,977.89 
WMT Walmart Inc.
+0.76%
+$233,337.72 
NEE NextEra Energy, Inc.
+0.75%
+$6,233.5 
BMY Bristol-Myers Squibb Company
+0.64%
+$28,175.9 
IHE iShares U.S. Pharmaceuticals ETF
+0.62%
+$3,455.88 
APD Air Products and Chemicals, Inc.
+0.6%
+$1,366.43 
AXP American Express Company
+0.58%
+$16,773.63 
SLB Schlumberger Limited
+0.57%
+$13,174 
MDLZ Mondelez International, Inc.
+0.57%
+$3,952.22 GDT
GDT
+0.52%
+$4,973.92 
HYBL SPDR Blackstone High Income Fund
+0.48%
+$2,100.06 
EPD Enterprise Products Partners L.P.
+0.47%
+$20,893.38 
MKL Markel Group Inc.
+0.46%
+$992.97 
USB U.S. Bancorp
+0.45%
+$7,294.37 
MYCF SPDR SSgA 2026 Corporate Bond ETF
+0.42%
+$4,808.11 
BLK BlackRock, Inc.
+0.4%
+$4,639.5 
ET Energy Transfer L.P.
+0.39%
+$968.32 
PFF iShares Preferred and Income Securities ETF
+0.36%
+$3,454.44 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.36%
+$130,836.87 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.36%
+$60,275 
SO The Southern Company
+0.33%
+$10,245.19 
NFLX Netflix, Inc.
+0.33%
+$1,163.52 
MYCH SPDR SSGA 2028 Corporate Bond Fund
+0.32%
+$1,912.35 
HDV iShares Core High Dividend ETF
+0.31%
+$2,477.97 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.31%
+$24,018.08 
SYY Sysco Corporation
+0.31%
+$5,390.84 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.3%
+$124,006.89 
IEI iShares 3-7 Year Treasury Bond ETF
+0.29%
+$35,891.42 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.29%
+$39,451.89 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.28%
+$58,661.46 
SHY iShares 1-3 Year Treasury Bond ETF
+0.28%
+$1,360.91 
JPST JPMorgan Ultra-Short Income ETF
+0.28%
+$1,321.88 
AMP Ameriprise Financial, Inc.
+0.27%
+$1,722.92 
CHCT Community Healthcare Trust Inc.
+0.27%
+$1,005.5 
BINC iShares Flexible Income Active ETF
+0.27%
+$34,387.64 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.26%
+$3,147.6 
EGP EastGroup Properties Inc.
+0.25%
+$577.16 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.25%
+$63,777.96 
BSV Vanguard Short-Term Bond ETF
+0.25%
+$704.9 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.24%
+$81,984.84 
VGSH Vanguard Short-Term Treasury Fund
+0.24%
+$19,371.1 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.24%
+$1,532.08 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.22%
+$50,754.6 
JNJ Johnson & Johnson
+0.2%
+$97,664 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.2%
+$674.15 
GIB CGI Inc.
+0.19%
+$1,828.23 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.18%
+$48,298.08 
FNMA Fannie Mae
+0.17%
+$437.82 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.17%
+$515.8 
CPRT Copart Inc.
+0.17%
+$428.05 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.16%
+$3,250.4 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.16%
+$2,233.28 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
+0.16%
+$380.89 
VDC VANGUARD CONSUMER STAPLES ETF
+0.14%
+$817.36 
PGR Progressive Corporation
+0.14%
+$69,334.58 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.13%
+$1,755.28 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.13%
+$1,095.7 
CSCO Cisco Systems, Inc.
+0.11%
+$12,639.77 
PEG Public Service Enterprise Group Incorporated
+0.08%
+$536.82 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$218.29 
TJX The TJX Companies, Inc.
+0.03%
+$427.75 
SPLV Invesco S&P 500 Low Volatility ETF
+0.03%
+$436.58 
MA Mastercard Incorporated
+0.02%
+$545.12 
ADUS Addus HomeCare Corporation
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
ATEX Anterix Inc.
0%
$0 
BIP Brookfield Infrastructure Partners L.P.
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BTI British American Tobacco p.l.c. ADR
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
COF Capital One Financial Corporation
0%
$0 
CSX CSX Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ESBA Empire State Realty OP, L.P.
0%
$0 
FHN First Horizon Corporation
0%
$0 
GE General Electric Company
0%
$0 
GLW Corning Incorporated
0%
$0 
GTLS Chart Industries Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MO Altria Group, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
ORI Old Republic International Corp.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
WM Waste Management, Inc.
0%
$0 
WY Weyerhaeuser Company
0%
$0 
XYL Xylem Inc.
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
MYCG SPDR SSGA 2027 Corp Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 9286
928615103
0%
$0 3373
337358105
0%
$0 7171
71713U102
0%
$0 SGP
SGP
0%
$0 TLAB
TLAB
0%
$0 G392
G3921A100
0%
$0 0263
026351106
0%
$0 SII
SII
0%
$0 2470
247025109
0%
$0 8054
805468105
0%
$0 3376
33763V109
0%
$0 8873
887315109
0%
$0 6354
635449101
0%
$0 4932
493263107
0%
$0 5526
55268B106
-98.41%
-$1.27M Q
Q
-88.92%
-$1.82M 
GCI Gannett Co., Inc.
-81.34%
-$261,570.51 
SUNW Sunworks Inc
-73.21%
-$1.15 ENRN
ENRNQ
-67.23%
-$466,552.68 
IPG The Interpublic Group of Companies, Inc.
-54.4%
-$1.69M LU
LU
-53.03%
-$219,432.03 2003
200300200
-50.01%
-$842,208.73 9285
92857T107
-45.12%
-$845,078.05 
COX Cox Co.
-37.32%
-$923,870.99 WWCA
WWCA
-34.16%
-$160,754.42 MEL
MEL
-32.76%
-$790,214.99 0301
030177109
-28.79%
-$107,615.36 TYC
TYC
-24.82%
-$157,285.92 2216
22160Q102
-24.35%
-$344,106.39 SLE
SLE
-24.04%
-$170,898.67 6040
604059105
-21.04%
-$106,785.28 
FDC First Data Corp
-20.59%
-$185,076.35 8574
857473102
-20.49%
-$51,475.8 0905
090597105
-18.41%
-$142,860.64 TRB
TRB
-18.09%
-$452,332.92 
VIAB Viacom Inc
-14.46%
-$34,060.19 MOLX
MOLX
-12.18%
-$687,227.45 7802
780257705
-11.3%
-$142,252.16 
ORCL Oracle Corporation
-8.45%
-$3.85M MOLX
MOLXA
-8.44%
-$52,154.74 SBC
SBC
-7.61%
-$77,177.33 BAM
BAM
-7.43%
-$626,825.6 STI
STI
-6.97%
-$66,937.48 
DELL Dell Technologies Inc.
-5.51%
-$1.68M 
GWW W.W. Grainger, Inc.
-5.16%
-$23,151.62 HPQ
HPQ
-4.96%
-$157,740 
KSS Kohl's Corporation
-4.78%
-$60,672 
LUV Southwest Airlines Co.
-4.46%
-$14,277.9 
AGX Argan Inc.
-3.75%
-$7,469.27 
FANG Diamondback Energy Inc
-3.46%
-$365,073.44 
HUM Humana Inc.
-3.29%
-$6,330.42 
TGT Target Corporation
-3.25%
-$20,343.96 
EMR Emerson Electric Co.
-3.25%
-$431,699.75 
MRVL Marvell Technology, Inc.
-3.21%
-$10,704.62 
WDAY Workday Inc.
-2.85%
-$63,495.55 8816
881694103
-2.51%
-$13,993.31 
HD The Home Depot, Inc.
-2.37%
-$662,040.26 
CAH Cardinal Health Inc.
-2.36%
-$43,838.77 
NOK Nokia Corporation Sponsored ADR
-2.35%
-$11,535.7 
AMZN Amazon.com Inc
-2.32%
-$133,537.38 
FMCC Freddie Mac
-2.28%
-$408.48 
NKE Nike, Inc. - Class B
-2.18%
-$11,225.1 
VUG Vanguard Growth ETF
-2.16%
-$4.75M 
PNFP Pinnacle Financial Partners Inc.
-2.15%
-$314,030.64 
IWF iShares Russell 1000 Growth ETF
-2.11%
-$26,295.6 
IWY iShares Russell Top 200 Growth ETF
-2.04%
-$10,585.75 
DIS The Walt Disney Company
-1.99%
-$86,101.61 
UNH UnitedHealth Group Incorporated
-1.88%
-$83,028.11 
SCHA Schwab U.S. Small-Cap ETF
-1.81%
-$20,163.02 
VXF Vanguard Extended Market ETF
-1.78%
-$22,925.76 
UBER Uber Technologies, Inc.
-1.75%
-$7,286.25 
VGT Vanguard Information Technology ETF
-1.73%
-$18,134.87 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$87,072.76 
IWM iShares Russell 2000 ETF
-1.7%
-$16,234.65 
WFC Wells Fargo & Company
-1.64%
-$14,742.72 
IJR iShares Core S&P Small-Cap ETF
-1.62%
-$9,815.96 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.6%
-$5,993.8 
ABT Abbott Laboratories
-1.55%
-$520,653.86 
NUE Nucor Corporation
-1.53%
-$59,698.23 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.51%
-$3,416.15 
XLK State Street Technology Select Sector SPDR ETF
-1.51%
-$3,819.78 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.51%
-$540,576.67 
VB Vanguard Small-Cap ETF
-1.5%
-$440,730 
EOG EOG Resources, Inc.
-1.48%
-$5,488.53 
AVY Avery Dennison Corporation
-1.47%
-$31,501.08 
HCA HCA Healthcare Inc.
-1.45%
-$352,657.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.45%
-$30,054.42 
T AT&T Inc.
-1.44%
-$7,441.58 
CVX Chevron Corporation
-1.44%
-$324,601.14 NWS
NWS
-1.44%
-$5,294.12 
GPS Gap Inc-The
-1.42%
-$34,656.74 
MGNI Magnite, Inc.
-1.38%
-$3,847.5 
DHR Danaher Corporation
-1.38%
-$33,630.08 
TT Trane Technologies plc
-1.36%
-$3,405.43 
SNEX StoneX Group Inc.
-1.26%
-$457,804.8 
ADP Automatic Data Processing Inc.
-1.23%
-$416,398.19 
AFL Aflac Inc.
-1.23%
-$56,384.64 
IAT iShares U.S. Regional Banks ETF
-1.18%
-$2,517.12 
SMOT VanEck Morningstar SMID Moat ETF
-1.16%
-$7,950.12 
MCO Moody's Corporation
-1.03%
-$4,043.75 
A Agilent Technologies Inc.
-1.02%
-$78,660.16 
VO Vanguard Mid-Cap ETF
-1.01%
-$327,018.34 
VZ Verizon Communications Inc.
-1.01%
-$121,516.7 
IWS iShares Russell Mid-Cap Value ETF
-1.01%
-$5,167.58 
PRF Invesco FTSE RAFI US 1000 ETF
-0.96%
-$2,587.99 
IWD iShares Russell 1000 Value ETF
-0.95%
-$8,787.02 
SMH VanEck Semiconductor ETF
-0.9%
-$123,851.21 
BAC Bank of America Corporation
-0.85%
-$73,506.23 
GS The Goldman Sachs Group, Inc.
-0.84%
-$5,780.92 
C Citigroup Inc.
-0.84%
-$4,398.73 
RNST Renasant Corporation
-0.82%
-$2,913.84 
JQUA JPMorgan U.S. Quality Factor ETF
-0.78%
-$96,739.26 
XLF Financial Select Sector SPDR Fund
-0.77%
-$6,909.32 
XOM Exxon Mobil Corporation
-0.71%
-$204,804.57 
VLTO Veralto Corporation
-0.69%
-$2,002.65 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.66%
-$1,504.14 
RTX RTX Corporation
-0.66%
-$17,730.45 
WELL Welltower Inc.
-0.66%
-$3,168.63 
COST Costco Wholesale Corporation
-0.65%
-$41,161.85 
COPX Global X Copper Miners ETF
-0.63%
-$20,615 
SCHV Schwab U.S. Large-Cap Value ETF
-0.61%
-$21,863.94 
IVE ISHARES S&P 500 VALUE ETF
-0.59%
-$2,492.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.59%
-$659,701.87 
MDT Medtronic plc
-0.55%
-$6,768 
SOXX iShares Semiconductor ETF
-0.55%
-$57,621.46 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.54%
-$2,911 
MMM 3M Company
-0.54%
-$3,310.75 
ITW Illinois Tool Works Inc.
-0.53%
-$129,281.32 
ABBV AbbVie Inc.
-0.53%
-$29,533.63 
VPU Vanguard Utilities ETF
-0.53%
-$1,032.23 
VWO Vanguard FTSE Emerging Markets ETF
-0.53%
-$26,441.23 
DEO Diageo plc Sponsored ADR
-0.51%
-$1,849.51 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.49%
-$1,012.29 
VTV Vanguard Value ETF
-0.47%
-$790,117.65 
SCHF Schwab International Equity ETF
-0.47%
-$20,865.52 
VEU Vanguard FTSE All-World ex-US ETF
-0.45%
-$87,134.63 
EFA iShares MSCI EAFE ETF
-0.41%
-$4,466.85 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$43,087.22 
SPEM SPDR Portfolio Emerging Markets ETF
-0.39%
-$90,454.8 
META Meta Platforms Inc Class A
-0.39%
-$14,264.54 
PEP PepsiCo, Inc.
-0.38%
-$59,564.52 
IQLT iShares MSCI International Quality Factor ETF
-0.38%
-$8,565.96 
DVY iShares Select Dividend ETF
-0.37%
-$5,885.3 
DG Dollar General Corporation
-0.36%
-$23,497.72 
KO The Coca-Cola Company
-0.34%
-$69,508.5 
DGRO iShares Core Dividend Growth ETF
-0.34%
-$1,561.13 
ACIW ACI Worldwide, Inc.
-0.3%
-$12,968.11 
PHYS Sprott Physical Gold Trust
-0.29%
-$724.5 
AIG American International Group Inc.
-0.27%
-$842.23 
PM Philip Morris International Inc.
-0.27%
-$2,813 
NVS Novartis AG Sponsored ADR
-0.26%
-$10,847.2 
XLRE The Real Estate Select Sector SPDR Fund
-0.24%
-$652.74 
MET MetLife Inc.
-0.19%
-$1,321.2 
PSX Phillips 66
-0.14%
-$1,052.4 
XLV Health Care Select Sector SPDR Fund
-0.09%
-$5,739.16 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.08%
-$325.43 
KMI Kinder Morgan, Inc.
-0.06%
-$154.1 
BDX Becton, Dickinson and Company
-0.05%
-$228.9 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.05%
-$497.54 
ALL Allstate Corporation
-0.05%
-$147.11 
SCHY Schwab International Dividend Equity ETF
-0.03%
-$3,008.64 
IAU iShares Gold Trust
-0.03%
-$103.74 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$475.71 
NVO Novo Nordisk A/S Sponsored ADR
-0.02%
-$274.33 
NTRS Northern Trust Corporation
-0.01%
-$12.3 Events
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Dividends
Dividend Analysis
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| Trades 15541 | Longs Won 10175/15541 65% | Profit Factor 7.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.42M |
| Average Win $192,169.5 | Best Trade (Mar 31) $112.94M | Sharpe Ratio -18.36 |
| Average Loss -$50,041.41 | Worst Trade (Sep 29) -$3.64M | Z-Score -25.55 (100%) |
| Commissions $0 | Avg. Trade Length 4y 6m 2d | Expectancy $108,509.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957208 | 19,376 | $327,680.02 | $338,496.39 | - | $10,816.37 | 3.3% | +28.706% |
| 0263 026351106 | 10,510 | $488,012.97 | $488,012.97 | - | - | - | 0.0 |
| 0301 030177109 | 16,968 | $300,208.71 | $266,176.18 | - | -$34,032.53 | -11.34% | -28.79% |
| 0594 059438101 | 22,226 | $1.01M | $1.13M | - | $120,352.54 | 11.88% | +11.877% |
| 0660 066050105 | 7,401 | $470,466.14 | $626,393.27 | - | $155,927.13 | 33.14% | +40.869% |
| 0905 090597105 | 12,920 | $712,150.46 | $633,139.36 | - | -$79,011.1 | -11.09% | -18.41% |
| 2003 200300200 | 40,340 | $1.73M | $841,791.28 | - | -$892,846.05 | -51.47% | -50.012% |
| 2216 22160Q102 | 34,400 | $1.42M | $1.07M | - | -$347,676.12 | -24.54% | -24.354% |
| 2470 247025109 | 16,523 | $591,843.83 | $591,843.83 | - | - | - | 0.0 |
| 2948 294821400 | 479,888 | $2.34M | $5.09M | - | $2.75M | 117.2% | +95.659% |
| 3373 337358105 | 7,577 | $211,000 | $211,000 | - | - | - | 0.0 |
| 3376 33763V109 | 149,465 | $3.48M | $3.48M | - | - | - | 0.0 |
| 4932 493263107 | 8,290 | $232,000 | $232,000 | - | - | - | 0.0 |
| 5526 55268B106 | 90,850 | $1.24M | $20,576.91 | - | -$1.22M | -98.34% | -98.405% |
| 6040 604059105 | 4,450 | $395,759.43 | $400,755.26 | - | $4,995.83 | 1.26% | -21.04% |
| 6354 635449101 | 39,875 | $987,000 | $987,000 | - | - | - | 0.0 |
| 7171 71713U102 | 3,819 | $233,000 | $233,000 | - | - | - | 0.0 |
| 7802 780257705 | 21,590 | $1.24M | $1.12M | - | -$125,467.81 | -10.1% | -11.304% |
| 8054 805468105 | 17,700 | $416,209.21 | $416,209.21 | - | - | - | 0.0 |
| 8574 857473102 | 5,075 | $254,510.97 | $199,736.7 | - | -$54,774.27 | -21.52% | -20.491% |
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FAQ
Which stocks have generated the highest profits for Brian J. Kopinski?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $254.62M, Berkshire Hathaway Inc - $93.53M, Vanguard Value ETF - $26.49M, General Electric Company - $19.04M, and Exxon Mobil Corporation - $17.97M. 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: Silvergate Capital Corporation - $4.04M, KRB - $2.71M, Q - $2.63M, 294821400 - $2.41M, and TYC - $2.26M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian J. Kopinski's portfolio generate?
The portfolio generates substantial dividend income, with a total of $403.44M earned over time. The largest contributors to dividend income include General Electric Company - $25.2M, Vanguard Value ETF - $15.63M, VANGUARD FTSE DEVELOPED MARKETS ETF - $11.51M, Exxon Mobil Corporation - $11.31M, and Johnson & Johnson - $11.15M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian J. Kopinski's monthly returns?
Brian J. Kopinski's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Brian J. Kopinski's strategy be considered aggressive or moderate?
Brian J. Kopinski's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Brian J. Kopinski's strategy?
Brian J. Kopinski's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
