DP
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:
39.25%
Gain +0.02%
Monthly
0.9%
Yearly
11.4%
Drawdown
12.63%
$352.05M
Equity
Holdings
$352.05M
Investment
$259.73M
$122.87M
Profit +$43,637.1
Realized
$26.84M
Unrealized
$96.04M
Dividends
$20.3M
Goals
Avg. 93.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$43,637.1
Win %
75%
This Week
Compared To Last Week
Gain
0.01%
Profit
$43,637.1
Win %
75%
This Month
Compared to last month
Gain
1.02%
Profit
$3.53M
Win %
75%
This Year
Compared to last year
Gain
4.35%
Profit
$15.61M
Win %
83%
KLAC KLA Corporation
+5.55%
+$133,492.38 
CME CME Group Inc.
+2.8%
+$15,170.42 
CF CF Industries Holdings, Inc.
+2.74%
+$50,732.08 
SCHW Charles Schwab Corporation
+2.71%
+$11,666.39 
NEM Newmont Corporation
+2.71%
+$58,256.88 
AMAT Applied Materials, Inc.
+2.64%
+$252,124.6 
T AT&T Inc.
+2.52%
+$5,800 
MCHP Microchip Technology Incorporated
+2.48%
+$52,177.8 
JPM JPMorgan Chase & Co.
+2.31%
+$268,970.83 
HPQ HP Inc.
+2.27%
+$31,582.88 
GIS General Mills, Inc.
+2.04%
+$18,496.14 
PM Philip Morris International Inc.
+1.95%
+$6,293.99 
TGT Target Corporation
+1.95%
+$36,441.3 
TFC Truist Financial Corporation
+1.93%
+$17,577.28 
PRU Prudential Financial, Inc.
+1.87%
+$34,624.01 
BBY Best Buy Co., Inc.
+1.85%
+$40,499.09 
D Dominion Energy, Inc.
+1.83%
+$14,813.24 
MTB M&T Bank Corporation
+1.78%
+$46,231.11 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$37,843.05 
UNP Union Pacific Corporation
+1.65%
+$10,718.52 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$9,277.68 
MET MetLife Inc.
+1.44%
+$35,491.68 
COP ConocoPhillips
+1.4%
+$27,029.7 
ADI Analog Devices, Inc.
+1.37%
+$19,436.47 
PAYX Paychex Inc.
+1.37%
+$18,338.24 
TXN Texas Instruments Inc
+1.35%
+$7,400.8 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$19,094.71 
ABBV AbbVie Inc.
+1.32%
+$160,050.16 
RF Regions Financial Corporation
+1.31%
+$22,852.82 
PFG Principal Financial Group, Inc.
+1.3%
+$24,199.89 
TROW T. Rowe Price Group, Inc.
+1.26%
+$47,262.26 
LRCX Lam Research Corporation
+1.18%
+$136,190.66 
AFL Aflac Inc.
+1.16%
+$17,867.25 
NSC Norfolk Southern Corporation
+1.09%
+$5,516.16 
JNJ Johnson & Johnson
+1.07%
+$103,715.82 
V Visa Inc. Class A
+1.05%
+$67,722.29 
IWD iShares Russell 1000 Value ETF
+0.98%
+$2,740.1 
ALL Allstate Corporation
+0.94%
+$32,401.58 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$3,133.08 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$6,848.64 
PG Procter & Gamble Co
+0.86%
+$18,714.72 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$4,689.91 
IYE iShares U.S. Energy ETF
+0.76%
+$9,264.86 
CVX Chevron Corporation
+0.75%
+$69,541.7 
MO Altria Group, Inc.
+0.74%
+$63,433.05 
KMB Kimberly-Clark Corporation
+0.74%
+$9,508.5 
UNH UnitedHealth Group Incorporated
+0.73%
+$31,161.24 
HD The Home Depot, Inc.
+0.73%
+$59,664.22 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$1,990.6 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$2,437.02 
MA Mastercard Incorporated
+0.71%
+$27,360.95 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,356.26 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$33,557.83 
IYK iShares U.S. Consumer Staples ETF
+0.69%
+$1,803.87 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$2,479.36 
COST Costco Wholesale Corporation
+0.68%
+$14,625.32 
DUK Duke Energy Corporation
+0.63%
+$1,589.64 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$26,165 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$3,287.4 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$25,556.52 
IVV iShares Core S&P 500 ETF
+0.55%
+$50,352.26 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$11,834.19 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$4,648.34 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$1,342.44 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,481.25 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$1,790.41 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$16,211.56 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$10,065.76 
HSY The Hershey Company
+0.45%
+$8,251.66 
IYT iShares U.S. Transportation ETF
+0.45%
+$1,408.29 
WMT Walmart Inc.
+0.45%
+$4,492.27 
IXUS iShares Core International Stock ETF
+0.43%
+$1,000.81 
BMY Bristol-Myers Squibb Company
+0.4%
+$16,591.05 
FAST Fastenal Co.
+0.39%
+$8,614.98 
BLCR iShares Large Cap Core ACT ETF
+0.39%
+$5,480.93 
PEP PepsiCo, Inc.
+0.38%
+$31,833.54 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$17,630.5 
AMGN Amgen Inc.
+0.32%
+$13,414.52 
WM Waste Management, Inc.
+0.3%
+$3,899.34 
DRI Darden Restaurants, Inc.
+0.3%
+$5,004.72 
XOM Exxon Mobil Corporation
+0.28%
+$32,195.67 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$5,318.1 
ADP Automatic Data Processing Inc.
+0.2%
+$3,715.44 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$658.08 
TRV The Travelers Companies, Inc.
+0.18%
+$2,832.48 
IEDI iShares U.S. Consumer Focused ETF
+0.18%
+$397.5 
NVDA NVIDIA Corporation
+0.16%
+$830.72 
BINC iShares Flexible Income Active ETF
+0.13%
+$315 
MSFT Microsoft Corp.
+0.1%
+$11,590.91 
EOG EOG Resources, Inc.
+0.09%
+$1,444.68 
TJX The TJX Companies, Inc.
+0.04%
+$1,598.03 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$898.6 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$2,963.32 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$267.84 
ABC AmerisourceBergen Corporation
0%
$0 
LEN
0%
$0 
PUSH PGIM Ultra Short Municipal Bond ETF
0%
$0 
VCRM
0%
$0 
CTAS Cintas Corporation
-3.08%
-$35,588 
ABT Abbott Laboratories
-1.64%
-$36,404.55 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.58%
-$20,219.68 
AAPL Apple Inc.
-1.52%
-$54,531 
LMT Lockheed Martin Corporation
-1.52%
-$134,593.17 
MRK Merck & Co., Inc.
-1.42%
-$160,578.98 
LHX L3Harris Technologies, Inc.
-1.4%
-$6,499.92 
AMZN Amazon.com Inc
-1.23%
-$8,942.13 
NFLX Netflix, Inc.
-1.14%
-$2,482.17 
IBM International Business Machines Corporation
-0.95%
-$5,773.36 
AVGO Broadcom Inc.
-0.91%
-$218,893.69 
CSCO Cisco Systems, Inc.
-0.6%
-$40,775.72 
MDLZ Mondelez International, Inc.
-0.58%
-$8,329.44 
NVS Novartis AG Sponsored ADR
-0.55%
-$1,641.34 
UPS United Parcel Service, Inc.
-0.51%
-$25,294.59 
TT Trane Technologies plc
-0.41%
-$2,685.7 
IHE iShares U.S. Pharmaceuticals ETF
-0.34%
-$1,052.8 
GILD Gilead Sciences Inc.
-0.22%
-$448.56 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$9,987.21 
EPD Enterprise Products Partners L.P.
-0.08%
-$300 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$110 
TSCO Tractor Supply Company
-0.03%
-$610.16 Events
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Dividends
Dividend Analysis
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| Trades 1450 | Longs Won 839/1450 57% | Profit Factor 8.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $648,793.56 |
| Average Win $167,984.08 | Best Trade (Jun 14) $20.23M | Sharpe Ratio -8.18 |
| Average Loss -$26,598.7 | Worst Trade (Jun 30) -$1.74M | Z-Score -3.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 4d | Expectancy $84,739.73 |
| 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 | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
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Returns
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