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:
13.82%
Gain +0.11%
Monthly
0.93%
Yearly
11.7%
Drawdown
6.06%
$274.21M
Equity
Holdings
$274.21M
Investment
$247.19M
$29.55M
Profit +$259,011.67
Realized
$2.53M
Unrealized
$27.02M
Dividends
$6.44M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$259,011.67
Win %
67%
This Week
Compared To Last Week
Gain
0.1%
Profit
$259,011.67
Win %
67%
This Month
Compared to last month
Gain
1.91%
Profit
$5.15M
Win %
67%
This Year
Compared to last year
Gain
0.73%
Profit
$1.99M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$62,526.62 
GOOG Alphabet Inc
+6.88%
+$37,464.07 
GOOGL Alphabet Inc
+6.73%
+$18,807.39 
ANET Arista Networks, Inc.
+5.46%
+$22,065.46 
SNPS Synopsys, Inc.
+4.41%
+$8,576.47 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$211,547.27 
META Meta Platforms Inc Class A
+3.28%
+$15,717.51 
MSFT Microsoft Corp.
+3.02%
+$24,284.44 
NVDA NVIDIA Corporation
+2.93%
+$27,944.77 
CDNS Cadence Design Systems, Inc.
+2.16%
+$5,464.78 
JBL Jabil Inc.
+2.12%
+$3,963.71 
ORCL Oracle Corporation
+1.81%
+$5,939.01 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$113,014.46 
LMT Lockheed Martin Corporation
+1.5%
+$3,659.12 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$25,900.03 
PH Parker-Hannifin Corporation
+1.43%
+$3,064.03 
GE General Electric Company
+1.42%
+$11,916.07 
KLAC KLA Corporation
+1.38%
+$2,046.79 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$3,352.98 
VUG Vanguard Growth ETF
+1.1%
+$69,909.96 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$38,964.48 
XLE Energy Select Sector SPDR Fund
+1%
+$37,954.7 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$3,252.99 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$58,469.32 
GEV GE Vernova Inc.
+0.85%
+$6,290.67 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$59,094.75 
TSLA Tesla, Inc.
+0.76%
+$1,229.55 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,732.66 
BJUL Innovator U.S. Equity Buffer ETF
+0.74%
+$7,562 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,559.29 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,873.45 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$2,885.3 
CAT Caterpillar Inc.
+0.7%
+$2,494.8 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,662.4 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+0.68%
+$6,989.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$13,201.84 
PLTR Palantir Technologies Inc.
+0.65%
+$1,587.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$12,471.96 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.59%
+$6,112.75 
FVAL Fidelity Value Factor ETF
+0.57%
+$1,589.75 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.56%
+$3,097.38 
APH Amphenol Corporation
+0.55%
+$1,407.1 
FELV Fidelity Enhanced Large Cap Value ETF
+0.55%
+$1,584.01 
BAPR Innovator U.S. Equity Buffer ETF
+0.55%
+$5,620.91 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$8,311.98 
BUFB Innovator Laddered Allocation Buffer ETF
+0.48%
+$4,962.42 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$9,915.44 
VLU SPDR S&P 1500 Value Tilt ETF
+0.42%
+$9,017.65 
CASY Casey's General Stores Inc.
+0.4%
+$1,039.5 
SFLR Innovator Equity Managed Floor ETF
+0.39%
+$2,217.6 
RTX RTX Corporation
+0.39%
+$1,918.56 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$801.66 
JPM JPMorgan Chase & Co.
+0.27%
+$959.74 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.22%
+$17,327.23 
JNJ Johnson & Johnson
+0.21%
+$694.3 
ISRG Intuitive Surgical, Inc.
+0.1%
+$310.67 
EQWL Invesco S&P 100 Equal Weight ETF
+0.07%
+$171.81 
FDHY Fidelity Enhanced High Yield ETF
+0.06%
+$170.61 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$3,028.8 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$106.54 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$25.75 
GSY Invesco Ultra Short Duration ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$98,374.24 
MU Micron Technology, Inc.
-5.9%
-$11,203.7 
IBIT iShares Bitcoin Trust
-2.89%
-$11,859.28 
IBKR Interactive Brokers Group Inc.
-2.75%
-$6,005.88 
ABBV AbbVie Inc.
-2.51%
-$7,971.04 
XLB Materials Select Sector SPDR Fund
-2.34%
-$38,448.96 
PCG PG&E Corporation
-2.25%
-$6,948.8 
LRCX Lam Research Corporation
-1.58%
-$7,233.32 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$23,535.82 
CVBF CVB Financial Corp.
-1.32%
-$3,585.9 
TJX The TJX Companies, Inc.
-1.21%
-$2,874.23 
MCK McKesson Corporation
-1.08%
-$3,327.24 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$2,839.92 
VHT Vanguard Health Care ETF
-0.76%
-$1,804.13 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$14,975.96 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$14,770.57 
AMGN Amgen Inc.
-0.64%
-$2,529.61 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$48,843.38 
LLY Eli Lilly and Company
-0.53%
-$2,004.51 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$6,172.51 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$19,722.64 
FIGB Fidelity Investment Grade Bond ETF
-0.43%
-$1,741.87 
VGT Vanguard Information Technology ETF
-0.38%
-$77,771.09 
FENI Fidelity Enhanced International ETF
-0.37%
-$773.85 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$5,912.81 
FBND Fidelity Total Bond ETF
-0.27%
-$7,129.8 
VTV Vanguard Value ETF
-0.27%
-$860.8 
COST Costco Wholesale Corporation
-0.24%
-$617.87 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$33,299.55 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$5,095 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$25,656.92 
IBTL iShares iBonds Dec 2031 Term Fund
-0.19%
-$12,760.83 
FCOR Fidelity Corporate Bond ETF
-0.16%
-$881.77 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$17,703.82 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$23,119.04 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.12%
-$307.29 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$20,446.88 
MUB iShares National Muni Bond ETF
-0.11%
-$2,670.84 
XLF Financial Select Sector SPDR Fund
-0.1%
-$10,649.04 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$6,311.42 
FCAL First Trust California Municipal Fund
-0.09%
-$318.78 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$4,007.22 
SMB VanEck Short Muni ETF
-0.06%
-$431.25 
CMF iShares California Muni Bond ETF
-0.05%
-$372.12 
FLDR Fidelity Low Duration Bond ETF
-0.02%
-$83.37 Events
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Dividends
Dividend Analysis
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| Trades 504 | Longs Won 363/504 72% | Profit Factor 9.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $359,020.54 |
| Average Win $91,169.35 | Best Trade (Aug 14) $6.78M | Sharpe Ratio -11.93 |
| Average Loss -$25,161.55 | Worst Trade (Sep 01) -$335,482.04 | Z-Score 5.58 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 3d | Expectancy $58,624.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,012 | $823,191.32 | $1.24M | - | $416,155.6 | 50.55% | -7.354% |
| ABBV AbbVie Inc. | 1,232 | $309,941 | $309,158.08 | - | -$782.92 | -0.25% | -2.513% |
| AMGN Amgen Inc. | 1,020 | $287,221.03 | $392,863.2 | - | $105,642.17 | 36.78% | -0.64% |
| AMZN Amazon.com Inc | 1,733 | $381,133.03 | $470,648.12 | - | $89,515.09 | 23.49% | +15.321% |
| ANET Arista Networks, Inc. | 2,365 | $259,729.98 | $426,527.77 | - | $166,797.79 | 64.22% | +5.456% |
| APH Amphenol Corporation | 3,198 | $282,022.03 | $256,959.3 | - | -$25,062.73 | -8.89% | +0.551% |
| BAPR Innovator U.S. Equity Buffer ETF | 19,184 | $938,888.31 | $1.03M | - | $91,177.39 | 9.71% | +0.549% |
| BJAN Innovator U.S. Equity Buffer ETF - January | 17,465 | $962,009.62 | $1.04M | - | $73,577.55 | 7.65% | +0.594% |
| BJUL Innovator U.S. Equity Buffer ETF | 18,905 | $967,305.66 | $1.03M | - | $63,394.94 | 6.55% | +0.739% |
| BOCT Innovator U.S. Equity Buffer ETF BOCT | 19,415 | $974,541.32 | $1.04M | - | $62,996.28 | 6.46% | +0.678% |
| BRK-B Berkshire Hathaway Inc. | 431 | $215,868 | $220,473.74 | - | $4,605.74 | 2.13% | +0.365% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 1.02M | $17.16M | $16.87M | - | -$288,821.85 | -1.68% | -0.121% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 739,990 | $15.27M | $14.97M | - | -$296,115.07 | -1.94% | -0.222% |
| BUFB Innovator Laddered Allocation Buffer ETF | 26,118 | $932,087.09 | $1.03M | - | $100,618.63 | 10.79% | +0.483% |
| CASY Casey's General Stores Inc. | 297 | $235,715 | $258,687 | - | $22,972 | 9.75% | +0.403% |
| CAT Caterpillar Inc. | 440 | $170,772.11 | $358,516.4 | - | $187,744.29 | 109.94% | +0.701% |
| CDNS Cadence Design Systems, Inc. | 759 | $284,737 | $258,075.17 | - | -$26,661.83 | -9.36% | +2.163% |
| CMF iShares California Muni Bond ETF | 12,404 | $696,445.38 | $701,198.12 | - | $4,752.74 | 0.68% | -0.053% |
| COST Costco Wholesale Corporation | 271 | $263,142.29 | $257,962.19 | - | -$5,180.1 | -1.97% | -0.239% |
| CVBF CVB Financial Corp. | 11,953 | $236,550 | $267,388.61 | - | $30,838.61 | 13.04% | -1.323% |
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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 - $934,389.2, Invesco BulletShares 2030 Corporate Bond ETF - $824,290.21, Invesco BulletShares 2032 Corporate Bond ETF - $767,888.26, iShares 3-7 Year Treasury Bond ETF - $654,850.39, and Invesco Ultra Short Duration ETF - $513,597.36. 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, Netflix, Inc - $79,822.74, SPDR S&P Insurance ETF - $56,033.66, Automatic Data Processing Inc - $39,013.81, and Intuit Inc - $38,078.52. 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 $6.44M earned over time. The largest contributors to dividend income include iShares 0-5 Year High Yield Corporate Bond ETF - $934,389.2, Invesco BulletShares 2030 Corporate Bond ETF - $824,290.21, Invesco BulletShares 2032 Corporate Bond ETF - $767,888.26, iShares 3-7 Year Treasury Bond ETF - $654,850.39, and Invesco Ultra Short Duration ETF - $513,597.36. 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.
