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:
86.93%
Gain -0.31%
Monthly
1.48%
Yearly
19.28%
Drawdown
17.43%
$359.41M
Equity
Holdings
$359.41M
Investment
$255.99M
$133.71M
Profit -$749,769.08
Realized
$30.29M
Unrealized
$103.41M
Dividends
$21.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$749,769.08
Win %
77%
This Week
Compared To Last Week
Gain
0.42%
Profit
$1.5M
Win %
77%
This Month
Compared to last month
Gain
-1.39%
Profit
-$5.06M
Win %
77%
This Year
Compared to last year
Gain
11.44%
Profit
$36.88M
Win %
68%
CF CF Industries Holdings, Inc.
+3.33%
+$75,924.38 
EOG EOG Resources, Inc.
+3.25%
+$58,093 
COP ConocoPhillips
+2.87%
+$65,321.78 
XOM Exxon Mobil Corporation
+2.34%
+$303,121.78 
CVX Chevron Corporation
+2.31%
+$242,900.97 
IYE iShares U.S. Energy ETF
+1.36%
+$18,630.42 
PFG Principal Financial Group, Inc.
+1.3%
+$25,722.96 
JPM JPMorgan Chase & Co.
+1.18%
+$154,202.29 
LMT Lockheed Martin Corporation
+1.08%
+$92,523.06 
T AT&T Inc.
+0.92%
+$2,450 
MET MetLife Inc.
+0.77%
+$21,126 
GIS General Mills, Inc.
+0.69%
+$6,701.5 
SCHW Charles Schwab Corporation
+0.65%
+$3,402.7 
AFL Aflac Inc.
+0.6%
+$9,264.5 
TFC Truist Financial Corporation
+0.59%
+$5,291.16 
LHX L3Harris Technologies, Inc.
+0.55%
+$2,040.5 
NSC Norfolk Southern Corporation
+0.49%
+$2,537.76 
NVDA NVIDIA Corporation
+0.47%
+$2,573.41 
ADI Analog Devices, Inc.
+0.41%
+$5,151 
NEM Newmont Corporation
+0.39%
+$10,702.5 
EPD Enterprise Products Partners L.P.
+0.34%
+$1,300 
LEN Lennar Corporation
+0.32%
+$7,345.02 
PG Procter & Gamble Co
+0.18%
+$3,978.72 
PAYX Paychex Inc.
+0.12%
+$1,887.76 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$354.1 
UPS United Parcel Service, Inc.
+0.1%
+$4,599 
PRU Prudential Financial, Inc.
+0.08%
+$1,739.9 
ADP Automatic Data Processing Inc.
+0.07%
+$1,604.44 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.03%
+$388.84 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$1,466.84 
FAST Fastenal Co.
+0.01%
+$239.31 
TXN Texas Instruments Inc
0%
+$18.39 
V Visa Inc. Class A
0%
+$304.14 
IEDI iShares U.S. Consumer Focused ETF
0%
+$1.99 
DRI Darden Restaurants, Inc.
-4.56%
-$79,122.32 
NFLX Netflix, Inc.
-3.12%
-$6,685.85 
TGT Target Corporation
-2.75%
-$61,415.41 
TSCO Tractor Supply Company
-2.62%
-$53,999.16 
AMZN Amazon.com Inc
-2.43%
-$18,639.57 
COST Costco Wholesale Corporation
-2%
-$40,428.36 
HD The Home Depot, Inc.
-1.9%
-$148,155.03 
MSFT Microsoft Corp.
-1.9%
-$278,478.58 
UNH UnitedHealth Group Incorporated
-1.84%
-$74,230.8 
BBY Best Buy Co., Inc.
-1.83%
-$49,278.54 
CME CME Group Inc.
-1.68%
-$9,719.17 
AMGN Amgen Inc.
-1.55%
-$69,542.97 
BNY BlackRock New York Municipal Income Trust
-1.42%
-$22,681.34 
AVGO Broadcom Inc.
-1.4%
-$302,073.03 
HSY The Hershey Company
-1.39%
-$24,251.73 
LRCX Lam Research Corporation
-1.33%
-$115,555.12 
MTB M&T Bank Corporation
-1.19%
-$32,339.08 
TJX The TJX Companies, Inc.
-1.17%
-$33,672.78 
WMT Walmart Inc.
-1.04%
-$9,419.6 
RF Regions Financial Corporation
-1.03%
-$18,643.09 
IHE iShares U.S. Pharmaceuticals ETF
-1%
-$3,339.35 
ABT Abbott Laboratories
-0.95%
-$24,269.6 
PNC The PNC Financial Services Group, Inc.
-0.95%
-$5,736.2 
IYT iShares U.S. Transportation ETF
-0.91%
-$2,708.25 
IYK iShares U.S. Consumer Staples ETF
-0.91%
-$2,387.47 
TT Trane Technologies plc
-0.86%
-$5,200.86 
KLAC KLA Corporation
-0.86%
-$14,470.96 
AAPL Apple Inc.
-0.83%
-$33,384.93 
AMAT Applied Materials, Inc.
-0.82%
-$59,881.62 
IVV iShares Core S&P 500 ETF
-0.81%
-$76,328.2 
IWD iShares Russell 1000 Value ETF
-0.8%
-$2,390.3 
DGRO iShares Core Dividend Growth ETF
-0.8%
-$2,980 
COR Cencora, Inc.
-0.79%
-$7,728.56 
QUAL iShares MSCI USA Quality Factor ETF
-0.78%
-$17,041.86 
MO Altria Group, Inc.
-0.77%
-$65,228.32 
IJH iShares Core S&P Mid-Cap ETF
-0.77%
-$2,572.41 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.74%
-$36,318.83 
IWF iShares Russell 1000 Growth ETF
-0.74%
-$5,992.92 
QQQ Invesco QQQ Trust, Series 1
-0.72%
-$3,976.8 
DUK Duke Energy Corporation
-0.71%
-$1,711.91 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.67%
-$1,888.38 
MRK Merck & Co., Inc.
-0.65%
-$87,802.11 
BAI iShares A.I. Innovation and Tech Active ETF
-0.62%
-$14,092.97 
HPQ HP Inc.
-0.62%
-$11,843.58 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$1,541.32 
BMY Bristol-Myers Squibb Company
-0.56%
-$25,968.46 
BLCR iShares Large Cap Core ACT ETF
-0.55%
-$7,644.45 
D Dominion Energy, Inc.
-0.54%
-$4,249.7 
SPY SPDR S&P 500 ETF Trust
-0.53%
-$4,694.95 
PEP PepsiCo, Inc.
-0.52%
-$42,149.96 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.51%
-$1,883.65 
ALL Allstate Corporation
-0.5%
-$20,369.06 
VIG Vanguard Dividend Appreciation ETF
-0.49%
-$2,342.3 
IBM International Business Machines Corporation
-0.49%
-$2,720.76 
THRO iShares U.S. Thematic Rotation Active ETF
-0.49%
-$11,062.4 
EFV iShares MSCI EAFE Value ETF
-0.48%
-$16,851.49 
RSP Invesco S&P 500 Equal Weight ETF
-0.47%
-$1,665.48 
MA Mastercard Incorporated
-0.46%
-$21,013.37 
KMB Kimberly-Clark Corporation
-0.45%
-$5,705.05 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.45%
-$20,909.27 
IXUS iShares Core International Stock ETF
-0.45%
-$1,049.63 
CTAS Cintas Corporation
-0.45%
-$5,687.73 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$1,535.52 
IVE ISHARES S&P 500 VALUE ETF
-0.39%
-$19,518.64 
EFG iShares MSCI EAFE Growth ETF
-0.37%
-$8,087.4 
GILD Gilead Sciences Inc.
-0.35%
-$817.02 
PM Philip Morris International Inc.
-0.34%
-$1,167.87 
IEMG iShares Core MSCI Emerging Markets ETF
-0.31%
-$13,082.5 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.26%
-$760 
MDLZ Mondelez International, Inc.
-0.24%
-$3,376.8 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.23%
-$632.5 
UNP Union Pacific Corporation
-0.21%
-$1,430.72 
WM Waste Management, Inc.
-0.2%
-$2,569.98 
VYM Vanguard High Dividend Yield ETF
-0.19%
-$1,117.52 
TROW T. Rowe Price Group, Inc.
-0.15%
-$5,285.09 
MCHP Microchip Technology Incorporated
-0.14%
-$2,268.6 
NVS Novartis AG Sponsored ADR
-0.1%
-$270.34 
CSCO Cisco Systems, Inc.
-0.1%
-$6,144.27 
BINC iShares Flexible Income Active ETF
-0.09%
-$202.5 
MTUM iShares MSCI USA Momentum Factor ETF
-0.08%
-$1,685.11 
PUSH PGIM Ultra Short Municipal Bond ETF
-0.06%
-$601 
TRV The Travelers Companies, Inc.
-0.05%
-$1,011.6 
SCHD Schwab U.S. Dividend Equity ETF
-0.04%
-$354.24 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$2,774.22 
ABBV AbbVie Inc.
-0.03%
-$4,325.14 
JNJ Johnson & Johnson
0%
-$408.33 Events
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Dividends
Dividend Analysis
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| Trades 1450 | Longs Won 1012/1450 69% | Profit Factor 8.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $644,725.99 |
| Average Win $149,660.41 | Best Trade (Aug 11) $22.73M | Sharpe Ratio -9.71 |
| Average Loss -$40,524.54 | Worst Trade (Jun 30) -$1.74M | Z-Score 12.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 4d | Expectancy $92,211.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,118 | $2.04M | $4M | - | $1.96M | 95.91% | -0.827% |
| ABBV AbbVie Inc. | 54,071 | $8.95M | $14.15M | - | $5.2M | 58.18% | -0.031% |
| ABT Abbott Laboratories | 24,765 | $3.25M | $2.53M | - | -$724,795.97 | -22.28% | -0.951% |
| ADI Analog Devices, Inc. | 3,434 | $566,871.11 | $1.24M | - | $678,022.57 | 119.61% | +0.415% |
| ADP Automatic Data Processing Inc. | 8,444 | $2.14M | $2.34M | - | $194,018.93 | 9.05% | +0.069% |
| AFL Aflac Inc. | 13,235 | $1.41M | $1.56M | - | $149,518.39 | 10.62% | +0.598% |
| ALL Allstate Corporation | 15,729 | $2.96M | $4.05M | - | $1.08M | 36.54% | -0.501% |
| AMAT Applied Materials, Inc. | 17,257 | $2.81M | $7.26M | - | $4.45M | 158.51% | -0.818% |
| AMGN Amgen Inc. | 11,767 | $3.62M | $4.42M | - | $797,491.18 | 22.02% | -1.549% |
| AMZN Amazon.com Inc | 3,021 | $623,874.34 | $747,304.77 | - | $123,430.43 | 19.78% | -2.434% |
| AVGO Broadcom Inc. | 62,541 | $3.51M | $21.26M | - | $17.75M | 505.54% | -1.401% |
| BAI iShares A.I. Innovation and Tech Active ETF | 53,181 | $1.71M | $2.26M | - | $551,117.02 | 32.25% | -0.62% |
| BBY Best Buy Co., Inc. | 28,321 | $2.27M | $2.64M | - | $369,203.1 | 16.28% | -1.835% |
| BINC iShares Flexible Income Active ETF | 4,500 | $239,580 | $230,242.5 | - | -$9,337.5 | -3.9% | -0.088% |
| BLCR iShares Large Cap Core ACT ETF | 28,847 | $1.18M | $1.39M | - | $210,438.68 | 17.77% | -0.545% |
| BMY Bristol-Myers Squibb Company | 72,135 | $3.25M | $4.6M | - | $1.35M | 41.41% | -0.562% |
| BND Vanguard Total Bond Market Index Fund | 110,969 | $8.17M | $7.89M | - | -$270,291.64 | -3.31% | -0.035% |
| BNY BlackRock New York Municipal Income Trust | 10,103 | $438,868.4 | $1.57M | - | $1.13M | 257.77% | -1.424% |
| BRK-B Berkshire Hathaway Inc. | 681 | $246,436.64 | $351,035.05 | - | $104,598.41 | 42.44% | +0.101% |
| CF CF Industries Holdings, Inc. | 17,374 | $1.4M | $2.36M | - | $956,105.14 | 68.29% | +3.33% |
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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 Evergy Inc - $73,640.59. 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 $21.89M earned over time. The largest contributors to dividend income include Altria Group, Inc - $1.41M, AbbVie Inc - $1.12M, Exxon Mobil Corporation - $1.04M, Chevron Corporation - $867,922.46, and JPMorgan Chase & Co - $831,028.85. 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.
