BCF
Bryan Charles Foronjy Portfolio
Invests via Foronjy Financial LLC | Managed by Bryan Charles Foronjy
Invests via Foronjy Financial LLC
Managed by Bryan Charles Foronjy
Automatically Tracked
Having led strategic finance and investment initiatives across corporate and entrepreneurial settings, Bryan Charles Foronjy is described in market circles as a commercial-minded operator who bridges deal execution and operational scaling. He has experience in capital allocation, portfolio oversight and business development, with practical exposure to mergers, partnerships and growth-stage financing. Typical market relevance centers on advising sponsors and PE-backed teams on value creation and exit planning.
Having led strategic finance and investment initiatives across corporate and entrepreneurial settings, Bryan Charles Foronjy is described in market circles as a commercial-minded operator who bridges deal execution and operational scaling. He has experience in capital allocation, portfolio oversight and business development, with practical exposure to mergers, partnerships and growth-stage financing. Typical market relevance centers on advising sponsors and PE-backed teams on value creation and exit planning.
Investment Philosophy & Strategy
Prioritizes commercial, operationally-driven value creation, favoring growth-stage opportunities where strategic finance and hands-on scaling accelerate exits. Employs a sponsor-friendly investment style that blends disciplined underwriting with active portfolio management, emphasizing cash-flow improvement, margin expansion and revenue partnerships. Capital allocation tilts toward sectors with tangible go-to-market leverage and recurring revenue dynamics. Decision-making is execution-oriented, driven by KPI-based diligence, convertible financing flexibility, medium-term horizons (3–7 years), and conservative downside protections through covenants and staged capital deployment.
Prioritizes commercial, operationally-driven value creation, favoring growth-stage opportunities where strategic finance and hands-on scaling accelerate exits. Employs a sponsor-friendly investment style that blends disciplined underwriting with active portfolio management, emphasizing cash-flow improvement, margin expansion and revenue partnerships. Capital allocation tilts toward sectors with tangible go-to-market leverage and recurring revenue dynamics. Decision-making is execution-oriented, driven by KPI-based diligence, convertible financing flexibility, medium-term horizons (3–7 years), and conservative downside protections through covenants and staged capital deployment.
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:
12.62%
Gain -0.45%
Monthly
0.77%
Yearly
9.61%
Drawdown
6.06%
$285.8M
Equity
Holdings
$285.8M
Investment
$261.45M
$27.04M
Profit -$1.09M
Realized
$2.69M
Unrealized
$24.35M
Dividends
$7.29M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$1.09M
Win %
65%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$2.56M
Win %
65%
This Month
Compared to last month
Gain
0.44%
Profit
$1.24M
Win %
65%
This Year
Compared to last year
Gain
0.42%
Profit
$1.2M
Win %
68%
RTX RTX Corporation
+2.05%
+$8,613.12 
JPM JPMorgan Chase & Co.
+1.81%
+$5,924.32 
TJX The TJX Companies, Inc.
+1.74%
+$4,939.68 
GE General Electric Company
+1.42%
+$10,338.38 
XLE Energy Select Sector SPDR Fund
+1.37%
+$54,585.24 
PCG PG&E Corporation
+1.27%
+$2,874.63 
XLU Utilities Select Sector SPDR Fund
+1.26%
+$26,862.15 
CASY Casey's General Stores Inc.
+1.26%
+$3,022.44 
JNJ Johnson & Johnson
+1.22%
+$3,834.69 
COST Costco Wholesale Corporation
+1.12%
+$3,283.91 
XLP Consumer Staples Select Sector SPDR Fund
+1.06%
+$42,391.04 
XOM Exxon Mobil Corporation
+0.98%
+$2,452.73 
AAPL Apple Inc.
+0.82%
+$10,281.72 
LLY Eli Lilly and Company
+0.78%
+$3,134.57 
XLB Materials Select Sector SPDR Fund
+0.75%
+$12,120.86 
XLRE The Real Estate Select Sector SPDR Fund
+0.7%
+$8,474.76 
V Visa Inc. Class A
+0.68%
+$1,981.8 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$1,617.78 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
+0.57%
+$3,675.83 
XLF Financial Select Sector SPDR Fund
+0.56%
+$56,198.66 
CVBF CVB Financial Corp.
+0.55%
+$1,434.36 
ISRG Intuitive Surgical, Inc.
+0.49%
+$1,812.31 
VLU SPDR S&P 1500 Value Tilt ETF
+0.44%
+$9,765.62 
ABBV AbbVie Inc.
+0.43%
+$1,345.67 
CAT Caterpillar Inc.
+0.4%
+$1,492.69 
AMGN Amgen Inc.
+0.34%
+$1,501.92 
MCK McKesson Corporation
+0.32%
+$1,211.76 
PH Parker-Hannifin Corporation
+0.32%
+$682.38 
VTV Vanguard Value ETF
+0.3%
+$840.84 
FENI Fidelity Enhanced International ETF
+0.26%
+$562.7 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.23%
+$820.92 
MA Mastercard Incorporated
+0.18%
+$677.99 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.17%
+$4,576.91 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.15%
+$16,508.53 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.13%
+$1,229.76 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.09%
+$6,439.74 
FLDR Fidelity Low Duration Bond ETF
+0.08%
+$550.84 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.06%
+$13,574.14 
CALI China Auto Logistics Inc.
+0.06%
+$547.17 
IBTL iShares iBonds Dec 2031 Term Fund
+0.05%
+$3,466.53 
IEI iShares 3-7 Year Treasury Bond ETF
+0.04%
+$3,887.61 
PAVE Global X U.S. Infrastructure Development ETF
+0.04%
+$640.16 
NVDA NVIDIA Corporation
+0.04%
+$707.6 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$2,829.15 
FDHY Fidelity Enhanced High Yield ETF
+0.02%
+$89.2 
XLI Industrial Select Sector SPDR Fund
+0.01%
+$444.97 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
0%
$0 
PLTR Palantir Technologies Inc.
-6.44%
-$22,218.11 
MU Micron Technology, Inc.
-3.97%
-$10,601.78 
SNPS Synopsys, Inc.
-3.96%
-$10,833.19 
ORCL Oracle Corporation
-3.73%
-$10,907.62 
CRM Salesforce Inc
-3.33%
-$8,655.67 
ANET Arista Networks, Inc.
-3.27%
-$14,659.14 
LRCX Lam Research Corporation
-3.18%
-$12,674.33 
AVGO Broadcom Inc.
-2.91%
-$5,947.78 
META Meta Platforms Inc Class A
-2.43%
-$16,333.89 
IBKR Interactive Brokers Group Inc.
-2.33%
-$5,570 
IWP iShares Russell Mid-Cap Growth ETF
-2.11%
-$41,771.96 
CDNS Cadence Design Systems, Inc.
-2.06%
-$5,122.56 
MSFT Microsoft Corp.
-2.04%
-$17,770.14 
VGT Vanguard Information Technology ETF
-2.03%
-$451,925.44 
XLK State Street Technology Select Sector SPDR ETF
-2.01%
-$248,261.6 
GOOGL Alphabet Inc
-1.63%
-$4,793.92 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$32,018.35 
GOOG Alphabet Inc
-1.48%
-$10,393.74 
APH Amphenol Corporation
-1.42%
-$4,330.28 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.34%
-$3,645.68 
VUG Vanguard Growth ETF
-1.29%
-$96,319.44 
IWF iShares Russell 1000 Growth ETF
-1.28%
-$6,652.56 
FELG Fidelity Enhanced Large Cap Growth ETF
-1.23%
-$4,439.05 
IWY iShares Russell Top 200 Growth ETF
-1.21%
-$80,473.41 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.19%
-$6,800 
TSLA Tesla, Inc.
-1.18%
-$2,689.83 
FDMO Fidelity Momentum Factor ETF
-1.12%
-$2,328.26 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.03%
-$22,740.62 
SPEM SPDR Portfolio Emerging Markets ETF
-0.97%
-$9,802.5 
XLC Communication Services Select Sector SPDR Fund
-0.9%
-$72,773.53 
XLG Invesco S&P 500 Top 50 ETF
-0.71%
-$29,778.84 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.66%
-$2,432.2 
AMZN Amazon.com Inc
-0.66%
-$3,249.8 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.62%
-$35,033.34 
VOO Vanguard S&P 500 ETF
-0.6%
-$3,383.99 
IVV iShares Core S&P 500 ETF
-0.59%
-$2,358.1 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.56%
-$2,440.27 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$1,524.38 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.55%
-$9,827.5 
SMB VanEck Short Muni ETF
-0.52%
-$8,088.39 
SFLR Innovator Equity Managed Floor ETF
-0.51%
-$2,967.4 
QUAL iShares MSCI USA Quality Factor ETF
-0.48%
-$1,073.6 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.41%
-$4,680.27 
VHT Vanguard Health Care ETF
-0.41%
-$1,005 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.35%
-$28,538.4 
FVAL Fidelity Value Factor ETF
-0.32%
-$689.53 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.27%
-$3,034.02 
BJUL Innovator U.S. Equity Buffer ETF
-0.27%
-$2,965.1 
BUFB Innovator Laddered Allocation Buffer ETF
-0.18%
-$2,065.5 
GLDM SPDR Gold MiniShares Trust
-0.18%
-$1,817.7 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.18%
-$25,144.87 
SPGP Invesco S&P 500 GARP ETF
-0.18%
-$434.02 
FCOR Fidelity Corporate Bond ETF
-0.12%
-$533.44 
FCAL First Trust California Municipal Fund
-0.12%
-$362.75 
XLV Health Care Select Sector SPDR Fund
-0.12%
-$9,317.7 
BAPR Innovator U.S. Equity Buffer ETF
-0.07%
-$815.68 
MUB iShares National Muni Bond ETF
-0.06%
-$1,075.75 
FIGB Fidelity Investment Grade Bond ETF
-0.05%
-$206.9 
FELV Fidelity Enhanced Large Cap Value ETF
-0.05%
-$108.66 
GEV GE Vernova Inc.
-0.04%
-$246.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.03%
-$484.91 
CMF iShares California Muni Bond ETF
-0.03%
-$203.13 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.02%
-$1,289.44 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.01%
-$278.73 
FBND Fidelity Total Bond ETF
-0.01%
-$262.62 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$82.64 Events
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Dividends
Dividend Analysis
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| Trades 614 | Longs Won 430/614 70% | Profit Factor 5.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $318,240.58 |
| Average Win $75,725.2 | Best Trade (Oct 15) $7.37M | Sharpe Ratio -11.45 |
| Average Loss -$29,982.81 | Worst Trade (Oct 15) -$524,951.33 | Z-Score 4.5 (100%) |
| Commissions $0 | Avg. Trade Length 7m 4w | Expectancy $44,047.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,524 | 8,571 | 7,619 | 6,667 | 5,714 | 4,762 | 3,810 | 2,857 | 1,905 | 952 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,646 | $748,094.6 | $1.26M | - | $509,119.12 | 68.06% | +0.825% |
| ABBV AbbVie Inc. | 1,103 | $277,487.76 | $313,935.86 | - | $36,448.1 | 13.14% | +0.43% |
| AMGN Amgen Inc. | 1,008 | $283,871.15 | $439,004.16 | - | $155,133.01 | 54.65% | +0.343% |
| AMZN Amazon.com Inc | 1,946 | $434,203.74 | $492,513.14 | - | $58,309.4 | 13.43% | -0.656% |
| ANET Arista Networks, Inc. | 2,419 | $270,723.84 | $434,258.88 | - | $163,535.04 | 60.41% | -3.265% |
| APH Amphenol Corporation | 3,733 | $164,602.9 | $299,871.89 | - | $135,268.99 | 82.18% | -1.423% |
| AVGO Broadcom Inc. | 593 | $208,307 | $198,239.9 | - | -$10,067.1 | -4.83% | -2.913% |
| BAPR Innovator U.S. Equity Buffer ETF | 20,392 | $1M | $1.12M | - | $114,840.94 | 11.43% | -0.073% |
| BJAN Innovator U.S. Equity Buffer ETF - January | 18,388 | $1.02M | $1.12M | - | $101,493.93 | 9.97% | -0.27% |
| BJUL Innovator U.S. Equity Buffer ETF | 19,967 | $1.03M | $1.11M | - | $86,699.26 | 8.45% | -0.266% |
| BOCT Innovator U.S. Equity Buffer ETF BOCT | 20,349 | $1.03M | $1.13M | - | $100,174.34 | 9.76% | -0.414% |
| BRK-B Berkshire Hathaway Inc. | 457 | $228,826.01 | $241,853.54 | - | $13,027.53 | 5.69% | +0.673% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 1.36M | $22.57M | $22.11M | - | -$465,151.92 | -2.06% | +0.061% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 1.25M | $25.33M | $24.83M | - | -$497,552.18 | -1.96% | 0.0 |
| BUFB Innovator Laddered Allocation Buffer ETF | 27,540 | $989,369.52 | $1.12M | - | $126,138.18 | 12.75% | -0.185% |
| CALI China Auto Logistics Inc. | 18,239 | $908,478 | $912,041.19 | - | $3,563.19 | 0.39% | +0.06% |
| CASY Casey's General Stores Inc. | 356 | $271,592.14 | $242,834.72 | - | -$28,757.42 | -10.59% | +1.26% |
| CAT Caterpillar Inc. | 506 | $224,330.84 | $373,726.54 | - | $149,395.7 | 66.6% | +0.401% |
| CDNS Cadence Design Systems, Inc. | 768 | $287,707.32 | $244,001.28 | - | -$43,706.04 | -15.19% | -2.056% |
| CMF iShares California Muni Bond ETF | 13,542 | $758,034.53 | $741,763.05 | - | -$16,271.48 | -2.15% | -0.027% |
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FAQ
Which stocks have generated the highest profits for Bryan Charles Foronjy?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-5 Year High Yield Corporate Bond ETF - $1.09M, Invesco BulletShares 2030 Corporate Bond ETF - $888,861.45, Invesco BulletShares 2032 Corporate Bond ETF - $826,924.67, Invesco Ultra Short Duration ETF - $545,308.73, and State Street Technology Select Sector SPDR ETF - $509,445.91. 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: iShares Ethereum Trust - $283,042.22, iShares Bitcoin Trust - $255,730.9, KLA Corporation - $87,641.49, Netflix, Inc - $79,822.74, and Jabil Inc - $60,004.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bryan Charles Foronjy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.29M earned over time. The largest contributors to dividend income include iShares 0-5 Year High Yield Corporate Bond ETF - $1.09M, Invesco BulletShares 2030 Corporate Bond ETF - $888,861.45, Invesco BulletShares 2032 Corporate Bond ETF - $826,924.67, iShares 3-7 Year Treasury Bond ETF - $708,503.9, and Invesco Ultra Short Duration ETF - $553,636.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bryan Charles Foronjy's monthly returns?
Bryan Charles Foronjy's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Bryan Charles Foronjy's strategy be considered aggressive or moderate?
Bryan Charles Foronjy's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Bryan Charles Foronjy's strategy?
Bryan Charles Foronjy'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.
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