RS
Richard Stram Portfolio
Invests via Marino, Stram & Associates LLC | Managed by Richard Stram
Invests via Marino, Stram & Associates LLC
Managed by Richard Stram
Automatically Tracked
Richard Stram Profile
With a career steeped in technology and financial services, Richard Stram has carved out a notable presence as an investor-operator. His leadership experience spans multiple startups where he not only provided strategic guidance but also drove operational efficiencies. Known for his keen understanding of market dynamics, he has played pivotal roles in launching innovative products that address pressing consumer needs. Richard's background reflects a unique combination of entrepreneurial spirit and pragmatic execution, positioning him as a relevant figure in both venture capital circles and among emerging tech firms.
With a career steeped in technology and financial services, Richard Stram has carved out a notable presence as an investor-operator. His leadership experience spans multiple startups where he not only provided strategic guidance but also drove operational efficiencies. Known for his keen understanding of market dynamics, he has played pivotal roles in launching innovative products that address pressing consumer needs. Richard's background reflects a unique combination of entrepreneurial spirit and pragmatic execution, positioning him as a relevant figure in both venture capital circles and among emerging tech firms.
Investment Philosophy & Strategy
The evolving landscape of technology presents compelling investment avenues for those attuned to innovation, and Richard Stram is adept at navigating these opportunities. Drawing from extensive experience in startups, he emphasizes a hands-on approach that fosters both creativity and execution. His strategic mindset facilitates the identification of transformative technologies with scalable potential, often focusing on products that meet current market demands. By actively engaging in operational enhancements and leveraging his industry insights, he cultivates an environment conducive to growth while mitigating inherent risks associated with emerging ventures.
The evolving landscape of technology presents compelling investment avenues for those attuned to innovation, and Richard Stram is adept at navigating these opportunities. Drawing from extensive experience in startups, he emphasizes a hands-on approach that fosters both creativity and execution. His strategic mindset facilitates the identification of transformative technologies with scalable potential, often focusing on products that meet current market demands. By actively engaging in operational enhancements and leveraging his industry insights, he cultivates an environment conducive to growth while mitigating inherent risks associated with emerging ventures.
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:
54.3%
Gain 0%
Monthly
0.72%
Yearly
9.01%
Drawdown
15.99%
$223.42M
Equity
Holdings
$223.42M
Investment
$104.73M
$118.69M
Profit -$6,962.64
Realized
-$0
Unrealized
$118.69M
Dividends
$25.94M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.003%
Profit
-$6,962.64
Win %
71%
This Week
Compared To Last Week
Gain
0.11%
Profit
$248,869.68
Win %
71%
This Month
Compared to last month
Gain
1.78%
Profit
$3.91M
Win %
71%
This Year
Compared to last year
Gain
11.16%
Profit
$22.43M
Win %
71%
HEI.A Heico Corporation
+123.85%
+$146,040.33 
AGN Allergan PLC
+18%
+$2,796.8 
MCR MFS Charter Income Trust
+9.03%
+$126.9 
UNH UnitedHealth Group Incorporated
+4.73%
+$1,875.3 
KR Kroger Co.
+3.87%
+$470 
MRK Merck & Co., Inc.
+3.8%
+$108,410.23 
INTU Intuit Inc.
+2.98%
+$5,582.79 
CME CME Group Inc.
+2.72%
+$332.64 
PBR Petrobras S.A. Sponsored ADR
+1.73%
+$8,351.2 
SNY Sanofi American Depositary Receipt
+1.66%
+$1,820 
PEP PepsiCo, Inc.
+1.55%
+$18,502.24 
TMO Thermo Fisher Scientific Inc.
+1.53%
+$5,140.98 
MCK McKesson Corporation
+1.53%
+$367.25 
UNP Union Pacific Corporation
+1.44%
+$350.02 
KHC The Kraft Heinz Company
+1.2%
+$2,649.51 
JPM JPMorgan Chase & Co.
+1.16%
+$52,945.2 
KMB Kimberly-Clark Corporation
+1.14%
+$7,763.84 
COP ConocoPhillips
+1.02%
+$1,621.44 
TJX The TJX Companies, Inc.
+0.95%
+$2,570.12 
PNC The PNC Financial Services Group, Inc.
+0.92%
+$214 
TSN Tyson Foods Inc.
+0.8%
+$28.38 
ACN Accenture plc Class A
+0.66%
+$68.6 
AAPL Apple Inc.
+0.49%
+$91,523.1 
DNB Dun & Bradstreet Holdings, Inc.
+0.44%
+$0.24 
DIS The Walt Disney Company
+0.38%
+$3,001.61 
ABT Abbott Laboratories
+0.35%
+$1,208.88 
ITA iShares U.S. Aerospace & Defense ETF
+0.12%
+$12 
DE Deere & Company
+0.06%
+$13.68 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.03%
+$4.26 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$632.7 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.01%
+$5.11 
AOS A. O. Smith Corporation
+0.01%
+$0.5 
FNCL Fidelity MSCI Financials Index ETF
+0.01%
+$17.87 
DOL WisdomTree International LargeCap Dividend Fund
+0.01%
+$0.64 
GMF SPDR S&P Emerging Asia Pacific ETF
0%
+$1.15 
A Agilent Technologies Inc.
0%
$0 
AAL American Airlines Group Inc.
0%
$0 
ABBV AbbVie Inc.
0%
-$0.04 
ACGL Arch Capital Group Ltd
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADBE Adobe Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
-$0.01 
ADNT Adient plc
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFG American Financial Group Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
-$0.05 
AKAM Akamai Technologies Inc.
0%
$0 
ALLE Allegion plc
0%
$0 
ALL Allstate Corporation
0%
$0 
AME Ametek Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
-$0.07 
APA APA Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
ASMB Assembly Biosciences Inc.
0%
$0 
ATSG Air Transport Services Group, Inc.
0%
$0 
AU AngloGold Ashanti plc
0%
$0 
AVA Avista Corp.
0%
$0 
AXP American Express Company
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BAX Baxter International Inc.
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
BFS Saul Centers Inc.
0%
$0 
BFH Bread Financial Holdings Inc.
0%
$0 
BHF Brighthouse Financial Inc.
0%
$0 
BIDU Baidu Inc.
0%
$0 
BHP BHP Group Ltd.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BMO Bank of Montreal
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BRKL Brookline Bancorp, Inc.
0%
$0 
BTI British American Tobacco p.l.c. ADR
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
BXP Boston Properties, Inc.
0%
$0 
BWA BorgWarner Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CC Chemours Co.
0%
$0 
CCL Carnival Corporation Ltd.
0%
$0 
CCI Crown Castle Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CHKP Check Point Software Technologies Ltd.
0%
$0 
CHTR Charter Communications Inc
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CLX The Clorox Company
0%
$0 
CMI Cummins Inc.
0%
$0 
CMCSA Comcast Corp
0%
$0 
CM Canadian Imperial Bank of Commerce
0%
$0 
COR Cencora, Inc.
0%
-$0.03 
COST Costco Wholesale Corporation
0%
$0 
CPB The Campbell's Company
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTAS Cintas Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
CVS CVS Health Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DRH DiamondRock Hospitality Company
0%
$0 
DRI Darden Restaurants, Inc.
0%
+$0.01 
DTE DTE Energy Company
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVN Devon Energy Corporation
0%
$0 
DXC Dxc Technology Co.
0%
$0 
DVAX Dynavax Technologies Corporation
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ENR Energizer Holdings Inc.
0%
$0 
EPD Enterprise Products Partners L.P.
0%
+$0.01 
EOG EOG Resources, Inc.
0%
$0 
EQT EQT Corporation
0%
$0 
ES Eversource Energy
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EXPD Expeditors International of Washington, Inc.
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
EXC Exelon Corporation
0%
$0 
EXR Extra Space Storage Inc.
0%
$0 
F Ford Motor Company
0%
$0 
FAST Fastenal Co.
0%
$0 
FCPT Four Corners Property Trust Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
$0 
FSLR First Solar, Inc.
0%
$0 
FULT Fulton Financial Corporation
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GM General Motors Company
0%
$0 
GLW Corning Incorporated
0%
-$0.01 
GOOG Alphabet Inc
0%
$0 
GPC Genuine Parts Company
0%
+$0.03 
GSK GSK plc Sponsored ADR
0%
$0 
HAL Halliburton Company
0%
$0 
HD The Home Depot, Inc.
0%
+$0.01 
HEI Heico Corporation
0%
+$0.01 
HII Huntington Ingalls Industries Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HOLX Hologic Inc.
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IMGN ImmunoGen Inc
0%
$0 
INDB Independent Bank Corp.
0%
$0 
INGR Ingredion Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
IONS Ionis Pharmaceuticals, Inc.
0%
$0 
IPGP IPG Photonics Corporation
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JNPR Juniper Networks Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JOE The St. Joe Company
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KEY KeyCorp
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
+$0.01 
LMT Lockheed Martin Corporation
0%
-$0.02 
LOW Lowe's Companies Inc.
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
-$0.04 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MET MetLife Inc.
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MMM 3M Company
0%
$0 
MO Altria Group, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.14 
MSI Motorola Solutions, Inc.
0%
$0 
MUR Murphy Oil Corporation
0%
+$0.01 
NEE NextEra Energy, Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NEN New England Realty Associates Limited Partnership
0%
$0 
NG NovaGold Resources Inc.
0%
$0 
NGG National Grid plc Sponsored ADR
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NXRT NexPoint Residential Trust Inc.
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
NYT New York Times Co.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
PAYX Paychex Inc.
0%
$0 
PBA Pembina Pipeline Corporation
0%
$0 
PBI Pitney Bowes Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PFG Principal Financial Group, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PGR Progressive Corporation
0%
-$0.06 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNR Pentair plc
0%
$0 
PPL PPL Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PSA Public Storage Common Stock
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PVH PVH Corp.
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
RGA Reinsurance Group of America, Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
RY Royal Bank of Canada
0%
$0 
SAM The Boston Beer Company Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SCI Service Corporation International
0%
$0 
SEB Seaboard Corporation
0%
$0 
SEE Sealed Air Corporation
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
SLB Schlumberger Limited
0%
$0 
SO The Southern Company
0%
$0 
STT State Street Corp
0%
+$0.03 
STWD Starwood Property Trust Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SWK Stanley Black & Decker Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
SYNA Synaptics Incorporated
0%
$0 
SYF Synchrony Financial
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TEL TE Connectivity plc
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TM Toyota Motor Corporation
0%
$0 
TPC Tutor Perini Corporation
0%
$0 
TPR Tapestry Inc.
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TXT Textron Inc.
0%
$0 
UAA Under Armour Inc.
0%
$0 
VALE Vale S.A.
0%
$0 
VFC V.F. Corporation
0%
$0 
VSTO Vista Outdoor Inc
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WSM Williams-Sonoma, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
Z Zillow Group Inc.
0%
$0 
ZG Zillow Group, Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
ANGL VanEck Fallen Angel High Yield Bond ETF
0%
$0 
AOK iShares Core Conservative Allocation ETF
0%
$0 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
AMU UBS ETRACS Alerian MLP Index ETN
0%
$0 
AOR iShares Core 60/40 Balanced Allocation ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DEM WisdomTree Emerging Markets High Dividend Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EPP iShares MSCI Pacific ex Japan ETF
0%
$0 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
0%
$0 
FHLC Fidelity MSCI Health Care Index ETF
0%
$0 
FIDU Fidelity MSCI Industrials Index ETF
0%
$0 
FMAT Fidelity MSCI Materials Index ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
+$0.02 
FUTY Fidelity MSCI Utilities Index ETF
0%
$0 
FSTA Fidelity MSCI Consumer Staples Index ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
HEDJ WisdomTree Europe Hedged Equity Fund
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
IAT iShares U.S. Regional Banks ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IQDF FlexShares International Quality Dividend Index Fund
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.45 
IWB iShares Russell 1000 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
+$0.08 
IXC iShares Global Energy ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JHMM John Hancock Multifactor Mid Cap ETF
0%
$0 
JNK SPDR Bloomberg High Yield Bond ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.05 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
-$0.03 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SNLN Highland/iBoxx Senior Loan ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
$0 
SUSA iShares MSCI USA ESG Select ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VDE Vanguard Energy ETF
0%
$0 
VIS Vanguard Industrials ETF
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.01 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
ARCC Ares Capital Corporation
0%
$0 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
0%
$0 
NUAN Nuance Communications Inc
0%
$0 
XLNX Xilinx Inc
0%
$0 
CONE CyrusOne Inc
0%
$0 
DNP DNP Select Income Fund Inc.
0%
$0 
MFGP Micro Focus International PLC
0%
$0 
TWTR Twitter Inc
0%
$0 
DRE Duke Realty Corp
0%
$0 
EOS Eaton Vance Enhanced Equity Income Fund II
0%
$0 
BPL Buckeye Partners LP
0%
$0 
CDK CDK Global Inc
0%
$0 
CHL China Mobile Ltd
0%
$0 
UTX United Technologies Corp
0%
$0 
CELG Celgene Corp
0%
$0 
CY Cypress Semiconductor Corp
0%
$0 
UN Unilever NV
0%
$0 
JEC Jacobs Engineering Group Inc
0%
$0 
DNKN Dunkin' Brands Group Inc
0%
$0 
RUTH Ruth's Hospitality Group Inc
0%
$0 
VISI Volt Information Sciences Inc
0%
$0 
RTN Raytheon Co
0%
$0 
NXDT NexPoint Diversified Real Estate Trust
0%
$0 MON
MON
0%
$0 CHK
CHK
0%
$0 PX
PX
0%
$0 STI
STI
0%
$0 ESRX
ESRX
0%
$0 DWDP
DWDP
0%
$0 AMRN
AMRN
0%
$0 DVMT
DVMT
0%
$0 SNI
SNI
0%
$0 DPS
DPS
0%
$0 ANDV
ANDV
0%
$0 CCC
CCC
0%
$0 QQQ
QQQ
0%
$0 UUP
UUP
0%
$0 GMWS
GMWSB
0%
$0 HCP
HCP
0%
$0 QCP
QCP
0%
$0 FOX
FOX
0%
$0 HYH
HYH
0%
$0 GOLD
GOLD
0%
$0 SGEN
SGEN
0%
$0 RSP
RSP
0%
$0 SPLV
SPLV
0%
$0 HSBC
HSBCPRA
0%
$0 SEP
SEP
0%
$0 SDS
SDS
0%
$0 PGF
PGF
0%
$0 EMLC
EMLC
0%
$0 TLP
TLP
0%
$0 PWV
PWV
0%
$0 
DHY Credit Suisse High Yield Bond Fund
0%
$0 
MNKKQ Mallinckrodt plc
0%
$0 
BGCP BGC Partners, Inc.
0%
$0 
AWF AllianceBernstein Global High Income Fund Inc.
0%
$0 
PDT John Hancock Premium Dividend Fund
0%
$0 
SOR Source Capital
0%
$0 
TWX Time Warner, Inc.
0%
$0 
BF-B Brown-Forman Corporation
0%
$0 
BF-A Brown-Forman Corporation
0%
$0 
RDS-A Shell plc
0%
$0 
GXP Great Plains Energy Inc.
0%
$0 
BKT BlackRock Income Trust
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
OA Orbital ATK, Inc.
0%
$0 
TEI Templeton Emerging Markets Income Fund
0%
$0 
XCRA Xcerra Corporation
0%
$0 EV
EV
0%
$0 NTG
NTG
0%
$0 QMCO
QMCO
0%
$0 PBD
PBD
0%
$0 PPHM
PPHM
0%
$0 0236
02364W105
0%
$0 EELV
EELV
0%
$0 PSR
PSR
0%
$0 CMCT
CMCT
0%
$0 
FTRCQ Frontier Communications Corp.
-99.13%
-$1,085.56 
CMD Cantel Medical Corp
-21.87%
-$25,920 
ORCL Oracle Corporation
-8.83%
-$23,731.4 
META Meta Platforms Inc Class A
-3.27%
-$12,829.45 
CAT Caterpillar Inc.
-3.08%
-$618.8 
XLK State Street Technology Select Sector SPDR ETF
-2.98%
-$362.7 
QCOM QUALCOMM Incorporated
-2.4%
-$15,238.56 
TSLA Tesla, Inc.
-2.15%
-$18,157.5 
VAC Marriott Vacations Worldwide Corporation
-2.13%
-$140.91 
GOOGL Alphabet Inc
-1.74%
-$11,051.98 
DB Deutsche Bank AG
-1.62%
-$104.22 
IJR iShares Core S&P Small-Cap ETF
-1.59%
-$224,650.2 
HFRO Highland Opportunities and Income Fund
-1.57%
-$144.1 
GS The Goldman Sachs Group, Inc.
-1.48%
-$290.18 
OC Owens Corning
-1.36%
-$81.09 
V Visa Inc. Class A
-1.17%
-$4,704.09 
VOO Vanguard S&P 500 ETF
-1.09%
-$1,235.43 
BA Boeing Company
-0.98%
-$6,747.21 
HIO Western Asset High Income Opportunity Fund Inc.
-0.92%
-$20.37 
BSX Boston Scientific Corporation
-0.72%
-$341 
IWS iShares Russell Mid-Cap Value ETF
-0.69%
-$1,015.45 
HPQ HP Inc.
-0.56%
-$106.59 
WBS Webster Financial Corporation
-0.51%
-$124.4 
ATVI Activision Blizzard Inc
-0.05%
-$5 Events
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Dividends
Dividend Analysis
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| Trades 459 | Longs Won 293/459 63% | Profit Factor 43.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.2M |
| Average Win $414,658.07 | Best Trade (Oct 15) $16.28M | Sharpe Ratio 0 |
| Average Loss -$16,916.51 | Worst Trade (Oct 15) -$540,303.78 | Z-Score 8.16 (100%) |
| Commissions $0 | Avg. Trade Length 8y 9m 2w 6d | Expectancy $258,576.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0236 02364W105 | 350 | $6 | $6 | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 431 | $28,864.07 | $73,959.6 | - | $45,095.53 | 156.23% | 0.0 |
| AAL American Airlines Group Inc. | 601 | $31,270.03 | $7,512.5 | - | -$23,757.53 | -75.98% | 0.0 |
| AAPL Apple Inc. | 54,156 | $2.29M | $18.57M | - | $16.28M | 710.59% | +0.495% |
| ABBV AbbVie Inc. | 4,188 | $405,021.48 | $1.15M | - | $743,998.16 | 183.69% | 0.0 |
| ABT Abbott Laboratories | 3,358 | $191,641.06 | $345,773.26 | - | $154,132.2 | 80.43% | +0.351% |
| ACGL Arch Capital Group Ltd | 3,600 | $108,936 | $348,660 | - | $239,724 | 220.06% | 0.0 |
| ACN Accenture plc Class A | 49 | $7,501.41 | $10,533.04 | - | $3,031.63 | 40.41% | +0.656% |
| ADBE Adobe Inc. | 408 | $71,497.92 | $96,402.24 | - | $24,904.32 | 34.83% | 0.0 |
| ADI Analog Devices, Inc. | 1,427 | $127,045.81 | $591,776.91 | - | $464,731.1 | 365.8% | 0.0 |
| ADNT Adient plc | 19 | $1,495.3 | $342.76 | - | -$1,152.54 | -77.08% | 0.0 |
| ADP Automatic Data Processing Inc. | 762 | $89,298.78 | $210,235.79 | - | $120,937.01 | 135.43% | 0.0 |
| AEP American Electric Power Company, Inc. | 2,472 | $181,865.04 | $310,606.8 | - | $128,741.76 | 70.79% | 0.0 |
| AFG American Financial Group Inc. | 35 | $3,798.9 | $5,061.35 | - | $1,262.45 | 33.23% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 7 | $765.31 | $662.97 | - | -$102.34 | -13.37% | 0.0 |
| AGN Allergan PLC | 95 | $15,540.1 | $18,336.9 | - | $2,796.8 | 18% | +17.997% |
| AIG American International Group Inc. | 897 | $53,443.26 | $69,652.05 | - | $16,208.79 | 30.33% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 5,061 | $320,260.08 | $1.18M | - | $858,446.77 | 268.05% | 0.0 |
| AKAM Akamai Technologies Inc. | 4,363 | $283,769.52 | $435,994.59 | - | $152,225.07 | 53.64% | 0.0 |
| ALL Allstate Corporation | 201 | $21,046.71 | $47,516.4 | - | $26,469.69 | 125.77% | 0.0 |
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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 Richard Stram?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P Dividend ETF - $3.35M, iShares Core 60/40 Balanced Allocation ETF - $1.5M, iShares Core S&P Small-Cap ETF - $1.34M, iShares Core S&P 500 ETF - $1.32M, and Johnson & Johnson - $1.24M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Richard Stram's portfolio generate?
The portfolio generates substantial dividend income, with a total of $25.94M earned over time. The largest contributors to dividend income include SPDR S&P Dividend ETF - $3.35M, iShares Core 60/40 Balanced Allocation ETF - $1.5M, iShares Core S&P Small-Cap ETF - $1.34M, iShares Core S&P 500 ETF - $1.32M, and Johnson & Johnson - $1.24M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard Stram's monthly returns?
Richard Stram's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Richard Stram's strategy be considered aggressive or moderate?
Richard Stram's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Richard Stram's strategy?
Richard Stram'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.
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