Dean Pelos Portfolio
Invests via Commonwealth Retirement Investments LLC | Managed by Ryan P. Drake
Invests via Commonwealth Retirement Investments LLC
Managed by Ryan P. Drake
Automatically Tracked
Dean Pelos Profile
With a diverse background spanning finance and technology, Dean Pelos has established himself as an influential figure in investment circles. His extensive experience includes leading initiatives in venture capital and operational strategy, positioning him uniquely at the intersection of innovation and financial growth. By leveraging his insight into emerging markets, he facilitates partnerships that drive significant business developments. Pelos's contributions extend to mentorship within startup ecosystems, showcasing his commitment to fostering new entrepreneurial talent. This blend of operational expertise and investment acumen ensures he remains relevant in today's rapidly evolving financial landscape.
With a diverse background spanning finance and technology, Dean Pelos has established himself as an influential figure in investment circles. His extensive experience includes leading initiatives in venture capital and operational strategy, positioning him uniquely at the intersection of innovation and financial growth. By leveraging his insight into emerging markets, he facilitates partnerships that drive significant business developments. Pelos's contributions extend to mentorship within startup ecosystems, showcasing his commitment to fostering new entrepreneurial talent. This blend of operational expertise and investment acumen ensures he remains relevant in today's rapidly evolving financial landscape.
Investment Philosophy & Strategy
Identifying disruptive opportunities is paramount to driving investment success in today's dynamic market. Dean Pelos adopts a venture-focused lens, utilizing his dual expertise in finance and technology to inform decision-making. This unique perspective fuels a strategy that seeks out innovative startups poised for exponential growth. Through targeted partnerships and collaborative ecosystems, he enhances capital deployment while fostering an environment ripe for entrepreneurial development. His proactive approach to identifying transformative trends enables him to align investments with long-term value creation, reinforcing his role as a catalyst within the evolving landscape of emerging markets.
Identifying disruptive opportunities is paramount to driving investment success in today's dynamic market. Dean Pelos adopts a venture-focused lens, utilizing his dual expertise in finance and technology to inform decision-making. This unique perspective fuels a strategy that seeks out innovative startups poised for exponential growth. Through targeted partnerships and collaborative ecosystems, he enhances capital deployment while fostering an environment ripe for entrepreneurial development. His proactive approach to identifying transformative trends enables him to align investments with long-term value creation, reinforcing his role as a catalyst within the evolving landscape of emerging markets.
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:
82.8%
Gain +1.54%
Monthly
1.6%
Yearly
20.93%
Drawdown
17.43%
$365.73M
Equity
Holdings
$365.73M
Investment
$255.99M
$140.03M
Profit +$3.74M
Realized
$30.29M
Unrealized
$109.74M
Dividends
$21.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.54%
Profit
$3.74M
Win %
80%
This Week
Compared To Last Week
Gain
1.85%
Profit
$6.65M
Win %
80%
This Month
Compared to last month
Gain
1.85%
Profit
$6.65M
Win %
80%
This Year
Compared to last year
Gain
13.4%
Profit
$43.21M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$108,997.65 
TT Trane Technologies plc
+3.33%
+$20,846.08 
MSFT Microsoft Corp.
+3.02%
+$394,680.07 
NVDA NVIDIA Corporation
+2.93%
+$14,823.18 
CVX Chevron Corporation
+2.35%
+$224,521.96 
FAST Fastenal Co.
+2.25%
+$50,254.05 
EOG EOG Resources, Inc.
+2.19%
+$38,287.32 
CSCO Cisco Systems, Inc.
+2.14%
+$135,732.51 
LHX L3Harris Technologies, Inc.
+1.9%
+$7,657.45 
TSCO Tractor Supply Company
+1.85%
+$34,168.96 
HPQ HP Inc.
+1.53%
+$23,123.18 
LMT Lockheed Martin Corporation
+1.5%
+$139,106.97 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$67,701.12 
KLAC KLA Corporation
+1.38%
+$24,850.3 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$18,462.13 
COP ConocoPhillips
+1.22%
+$24,193.27 
AMAT Applied Materials, Inc.
+1.18%
+$101,816.65 
ADP Automatic Data Processing Inc.
+0.98%
+$21,869.88 
IYE iShares U.S. Energy ETF
+0.93%
+$11,681.78 
UNP Union Pacific Corporation
+0.92%
+$6,474.77 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$19,552.14 
SCHW Charles Schwab Corporation
+0.87%
+$4,423.51 
IBM International Business Machines Corporation
+0.86%
+$4,224.88 
IEDI iShares U.S. Consumer Focused ETF
+0.85%
+$1,868.25 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$35,644.62 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,959.44 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$29,304.64 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,221.13 
BMY Bristol-Myers Squibb Company
+0.69%
+$32,460.75 
IVV iShares Core S&P 500 ETF
+0.69%
+$63,032.32 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,458.76 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$13,826.95 
MO Altria Group, Inc.
+0.57%
+$46,677.15 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,511.78 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$1,753.1 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,893.02 
NSC Norfolk Southern Corporation
+0.46%
+$2,529.63 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,294.26 
PAYX Paychex Inc.
+0.44%
+$6,876.84 
AVGO Broadcom Inc.
+0.37%
+$90,059.04 
PG Procter & Gamble Co
+0.37%
+$7,810.08 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,266.66 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$4,160.59 
RF Regions Financial Corporation
+0.32%
+$6,013.9 
MRK Merck & Co., Inc.
+0.32%
+$38,502.4 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$5,757.29 
JPM JPMorgan Chase & Co.
+0.27%
+$34,969.88 
CME CME Group Inc.
+0.21%
+$1,176.5 
JNJ Johnson & Johnson
+0.21%
+$21,641.49 
ADI Analog Devices, Inc.
+0.2%
+$2,541.13 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$3,986.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,416.96 
T AT&T Inc.
+0.17%
+$400 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$2,525.73 
WM Waste Management, Inc.
+0.1%
+$1,299.76 
AFL Aflac Inc.
+0.09%
+$1,588.2 
WMT Walmart Inc.
+0.09%
+$831.92 
ABT Abbott Laboratories
+0.09%
+$2,228.85 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$55 
IYT iShares U.S. Transportation ETF
+0.01%
+$36.11 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$297,133.36 
TROW T. Rowe Price Group, Inc.
-6.31%
-$259,769.94 
ABBV AbbVie Inc.
-2.51%
-$349,839.37 
NEM Newmont Corporation
-2.14%
-$45,237.35 
NFLX Netflix, Inc.
-2%
-$3,896.74 
GIS General Mills, Inc.
-1.84%
-$17,960.02 
BBY Best Buy Co., Inc.
-1.78%
-$44,180.76 
UNH UnitedHealth Group Incorporated
-1.68%
-$74,178.54 
LEN Lennar Corporation
-1.67%
-$40,325.6 
DRI Darden Restaurants, Inc.
-1.64%
-$26,930.16 
LRCX Lam Research Corporation
-1.58%
-$149,206.55 
NVS Novartis AG Sponsored ADR
-1.45%
-$4,422.01 
HSY The Hershey Company
-1.23%
-$21,937.31 
MDLZ Mondelez International, Inc.
-1.22%
-$17,334.29 
TJX The TJX Companies, Inc.
-1.21%
-$43,831.45 
TXN Texas Instruments Inc
-1.08%
-$5,559.86 
CTAS Cintas Corporation
-1.04%
-$13,726.74 
UPS United Parcel Service, Inc.
-1%
-$48,289.5 
XOM Exxon Mobil Corporation
-0.97%
-$120,149.37 
MET MetLife Inc.
-0.97%
-$26,477.92 
MCHP Microchip Technology Incorporated
-0.96%
-$16,333.97 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$2,192.94 
IHE iShares U.S. Pharmaceuticals ETF
-0.82%
-$2,763.6 
GILD Gilead Sciences Inc.
-0.81%
-$1,714.12 
D Dominion Energy, Inc.
-0.8%
-$6,799.52 
KMB Kimberly-Clark Corporation
-0.8%
-$11,156.64 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$16,713.96 
MA Mastercard Incorporated
-0.74%
-$33,511.28 
DUK Duke Energy Corporation
-0.67%
-$1,711.92 
AMGN Amgen Inc.
-0.64%
-$29,182.28 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,303.28 
PM Philip Morris International Inc.
-0.61%
-$2,103.92 
PRU Prudential Financial, Inc.
-0.56%
-$12,005.28 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$18,344.66 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,317.57 
ALL Allstate Corporation
-0.49%
-$20,447.9 
CF CF Industries Holdings, Inc.
-0.46%
-$10,076.92 
PEP PepsiCo, Inc.
-0.46%
-$37,728.64 
TRV The Travelers Companies, Inc.
-0.43%
-$8,244.54 
HD The Home Depot, Inc.
-0.42%
-$34,846.41 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,766.65 
TFC Truist Financial Corporation
-0.33%
-$3,049.09 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$22,224.9 
MTB M&T Bank Corporation
-0.29%
-$8,084.88 
COR Cencora, Inc.
-0.28%
-$2,655.79 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,048.95 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$21,084.11 
PUSH PGIM Ultra Short Municipal Bond ETF
-0.26%
-$2,648.49 
COST Costco Wholesale Corporation
-0.24%
-$5,006.81 
PFG Principal Financial Group, Inc.
-0.22%
-$4,230.75 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$9,557.34 
EPD Enterprise Products Partners L.P.
-0.18%
-$700.01 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$610.14 
IXUS iShares Core International Stock ETF
-0.15%
-$341.74 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$361.04 
BINC iShares Flexible Income Active ETF
-0.08%
-$180 
V Visa Inc. Class A
-0.04%
-$2,838.44 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$51.99 
TGT Target Corporation
-0.01%
-$281.12 Events
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Dividends
Dividend Analysis
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| Trades 1450 | Longs Won 1032/1450 71% | Profit Factor 10.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $715,820.17 |
| Average Win $150,525.62 | Best Trade (Aug 07) $22.61M | Sharpe Ratio -9.71 |
| Average Loss -$36,631.55 | Worst Trade (Jun 30) -$1.74M | Z-Score 15.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 5d | Expectancy $96,572.73 |
| 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 | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Dean Pelos?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $10.86M, JPMorgan Chase & Co - $3M, iShares Core S&P 500 ETF - $2.55M, Cisco Systems, Inc - $2.12M, and International Business Machines Corporation - $1.9M. 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: Pfizer Inc - $2.7M, BlackRock, Inc - $134,622.41, Allstate Corporation - $122,295.4, Regions Financial Corporation - $117,628.21, and United Parcel Service, Inc - $117,557.58. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dean Pelos's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.17M earned over time. The largest contributors to dividend income include Altria Group, Inc - $1.41M, AbbVie Inc - $1.12M, Exxon Mobil Corporation - $963,711.78, JPMorgan Chase & Co - $831,028.85, and Chevron Corporation - $779,504.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dean Pelos's monthly returns?
Dean Pelos'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 Dean Pelos's strategy be considered aggressive or moderate?
Dean Pelos'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 Dean Pelos's strategy?
Dean Pelos'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.
