Michael Stulic Portfolio
Invests via Astoria Portfolio Advisors LLC | Managed by John Davi, Michael Stulic, Nicholas Cerbone, Pankaj Patel, Amit Dugar
Invests via Astoria Portfolio Advisors LLC
Managed by John Davi, Michael Stulic, Nicholas Cerbone, Pankaj Patel, Amit Dugar
Automatically Tracked
Michael Stulic Profile
With a strong foundation in finance and entrepreneurship, Michael Stulic has established himself as an influential figure in the investment landscape. His career encompasses various roles that blend operational leadership with strategic business development. Notably recognized for his innovative approach, he actively seeks to drive growth within organizations by fostering impactful partnerships. Leveraging extensive expertise across multiple sectors, including technology and consumer goods, his endeavors are underscored by a commitment to scalability and value creation. This dual focus on operational excellence and market expansion positions him as a key player among today's investor-operators.
With a strong foundation in finance and entrepreneurship, Michael Stulic has established himself as an influential figure in the investment landscape. His career encompasses various roles that blend operational leadership with strategic business development. Notably recognized for his innovative approach, he actively seeks to drive growth within organizations by fostering impactful partnerships. Leveraging extensive expertise across multiple sectors, including technology and consumer goods, his endeavors are underscored by a commitment to scalability and value creation. This dual focus on operational excellence and market expansion positions him as a key player among today's investor-operators.
Investment Philosophy & Strategy
Michael Stulic approaches investment opportunities through an entrepreneurial lens, consistently prioritizing innovation and market impact. His diverse background equips him to identify scalable business models that resonate across sectors. By forging strategic partnerships, he amplifies growth trajectories while emphasizing operational improvement as a pathway to enhance value. With a keen eye on emerging trends in technology and consumer markets, his investments reflect an inherent agility that enables adaptation to shifting landscapes. This proactive stance positions him uniquely within the investment community, focusing not just on returns but also on long-term sustainability.
Michael Stulic approaches investment opportunities through an entrepreneurial lens, consistently prioritizing innovation and market impact. His diverse background equips him to identify scalable business models that resonate across sectors. By forging strategic partnerships, he amplifies growth trajectories while emphasizing operational improvement as a pathway to enhance value. With a keen eye on emerging trends in technology and consumer markets, his investments reflect an inherent agility that enables adaptation to shifting landscapes. This proactive stance positions him uniquely within the investment community, focusing not just on returns but also on long-term sustainability.
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:
69.08%
Gain -0.51%
Monthly
0.95%
Yearly
11.98%
Drawdown
18.34%
$486.19M
Equity
Holdings
$486.19M
Investment
$389.12M
$120.29M
Profit -$3.02M
Realized
$23.22M
Unrealized
$97.07M
Dividends
$28.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$3.02M
Win %
73%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$269,164.71
Win %
73%
This Month
Compared to last month
Gain
-1.27%
Profit
-$6.24M
Win %
73%
This Year
Compared to last year
Gain
9.23%
Profit
$41.07M
Win %
74%
AGX Argan Inc.
+9.24%
+$27,654.99 
CRDO Credo Technology Group Holding Ltd.
+4.63%
+$15,042.78 
SNDK SanDisk Corporation
+2.59%
+$9,023.27 
FIX Comfort Systems USA, Inc.
+2.34%
+$20,943.48 
MSFT Microsoft Corp.
+2.15%
+$113,091.44 
INTC Intel Corporation
+2.12%
+$7,880.02 
WDC Western Digital Corporation
+2.08%
+$37,555.26 
GEV GE Vernova Inc.
+2.07%
+$7,188.12 
PGR Progressive Corporation
+2.05%
+$8,104.46 
AVGO Broadcom Inc.
+1.98%
+$42,587.01 
CLS Celestica Inc.
+1.95%
+$6,656.96 
MU Micron Technology, Inc.
+1.95%
+$86,727.03 
PLTR Palantir Technologies Inc.
+1.87%
+$4,152.07 
CBOE Cboe Global Markets Inc.
+1.85%
+$5,807.5 
STRL Sterling Infrastructure, Inc.
+1.83%
+$8,196.98 
ULTA Ulta Beauty Inc.
+1.77%
+$8,833.39 
ALL Allstate Corporation
+1.58%
+$9,239.3 
AMD Advanced Micro Devices, Inc.
+1.57%
+$6,997.75 
GOOG Alphabet Inc
+1.52%
+$6,688.5 
GOOGL Alphabet Inc
+1.5%
+$85,613.22 
CVX Chevron Corporation
+1.21%
+$2,709.75 
NRG NRG Energy, Inc.
+1.14%
+$4,845.37 
AMZN Amazon.com Inc
+1.12%
+$45,440.64 
WMB The Williams Companies, Inc.
+1.08%
+$5,776.48 
SCHW Charles Schwab Corporation
+1.07%
+$13,389.56 
ABT Abbott Laboratories
+0.99%
+$3,501 
NML Neuberger Berman Energy Infrastructure and Income Fund Inc.
+0.94%
+$1,514.32 
ACN Accenture plc Class A
+0.86%
+$1,629.75 
CASY Casey's General Stores Inc.
+0.85%
+$2,407.52 
EOG EOG Resources, Inc.
+0.85%
+$2,621.83 
AMLP Alerian MLP ETF
+0.8%
+$20,980.61 
TJX The TJX Companies, Inc.
+0.79%
+$9,131.15 
VRT Vertiv Holdings Co
+0.77%
+$9,489.06 
MA Mastercard Incorporated
+0.72%
+$6,715.77 
XOM Exxon Mobil Corporation
+0.7%
+$10,069.99 
KO The Coca-Cola Company
+0.67%
+$3,245 
V Visa Inc. Class A
+0.67%
+$12,804.33 
DSU BlackRock Debt Strategies Fund Inc.
+0.63%
+$803.4 
EIC Eagle Point Income Company Inc.
+0.61%
+$790.92 
MO Altria Group, Inc.
+0.6%
+$3,042.02 
SA Seabridge Gold Inc.
+0.57%
+$1,436.82 
GD General Dynamics Corporation
+0.53%
+$2,330.25 
LDOS Leidos Holdings Inc.
+0.48%
+$938.4 
XLE Energy Select Sector SPDR Fund
+0.48%
+$3,245.82 
NOC Northrop Grumman Corporation
+0.47%
+$2,450.01 
SOXX iShares Semiconductor ETF
+0.45%
+$1,654.3 
MHF Western Asset Municipal High Income Fund
+0.43%
+$522.06 
IYE iShares U.S. Energy ETF
+0.42%
+$2,765.1 
SPMO Invesco S&P 500 Momentum ETF
+0.39%
+$12,532.24 
PCN PIMCO Corporate & Income Strategy Fund
+0.38%
+$5,708.97 
DLTR Dollar Tree, Inc.
+0.35%
+$943.8 
APD Air Products and Chemicals, Inc.
+0.35%
+$1,032.05 
USA Liberty All Star Equity Fund
+0.35%
+$545.08 
IEMG iShares Core MSCI Emerging Markets ETF
+0.34%
+$44,855.75 
MKL Markel Group Inc.
+0.33%
+$820 
DVYE iShares Emerging Markets Dividend ETF
+0.3%
+$3,087.2 
ARTY iShares Future AI & Tech ETF
+0.26%
+$632.91 
QGRO American Century U.S. Quality Growth ETF
+0.25%
+$1,288.18 
NVDA NVIDIA Corporation
+0.23%
+$41,730.78 
HSY The Hershey Company
+0.21%
+$763.2 
HIG The Hartford Insurance Group, Inc.
+0.18%
+$1,081.56 
LMT Lockheed Martin Corporation
+0.14%
+$539.11 
GQQQ Astoria US Quality Growth Kings ETF
+0.14%
+$67,616.54 
ETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
+0.13%
+$2,006.72 
CB Chubb Limited
+0.11%
+$580.32 
QQQI Neos NASDAQ-100 High Income ETF
+0.11%
+$4,199.82 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$4,595.35 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$595 
NMI Nuveen Municipal Income Fund Inc.
+0.09%
+$117.38 
BR Broadridge Financial Solutions, Inc.
+0.09%
+$225.18 
ENFR Alerian Energy Infrastructure ETF
+0.07%
+$769.29 
RYT Invesco S&P 500 Equal Weight ETF
+0.07%
+$1,035.08 
OKE ONEOK, Inc.
+0.06%
+$162.78 
GVAL Cambria Global Value ETF
+0.06%
+$124.32 
BUYW Main Buywrite ETF
+0.03%
+$368.39 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$77.54 
CGSM Capital Group Short Duration Municipal Income ETF
+0.02%
+$95.42 
TXN Texas Instruments Inc
+0.02%
+$91.43 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$263.07 
APP AppLovin Corporation Class A Common Stock
+0.01%
+$96.96 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$171.49 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
RTRE
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CSL Carlisle Companies Inc.
-5.22%
-$14,053.16 
ORCL Oracle Corporation
-3.99%
-$28,899.36 
RPM RPM International Inc.
-3.28%
-$10,961.99 
RS Reliance Inc.
-3.21%
-$11,344.86 
TSLA Tesla, Inc.
-2.97%
-$28,758.5 
MTD Mettler-Toledo International Inc.
-2.9%
-$15,224 
LECO Lincoln Electric Holdings, Inc.
-2.89%
-$5,814.11 
PANW Palo Alto Networks, Inc.
-2.79%
-$11,643.24 
VICR Vicor Corporation
-2.79%
-$11,629.02 
LLY Eli Lilly and Company
-2.74%
-$59,482.69 
BX Blackstone Inc.
-2.62%
-$8,827.88 
AZN AstraZeneca PLC American Depositary Shares
-2.6%
-$8,999.5 
KLAC KLA Corporation
-2.48%
-$27,640.55 
UI Ubiquiti Inc.
-2.48%
-$17,589 
NUE Nucor Corporation
-2.47%
-$10,647 
AU AngloGold Ashanti plc
-2.42%
-$5,888.76 
SHW The Sherwin-Williams Company
-2.35%
-$16,806.51 
EVR Evercore Inc.
-2.3%
-$4,582.38 
WSM Williams-Sonoma, Inc.
-2.23%
-$13,625.93 
CCK Crown Holdings Inc.
-2.2%
-$5,696.64 
GE General Electric Company
-2.16%
-$9,529.32 
AAPL Apple Inc.
-2.14%
-$234,048.1 
LRCX Lam Research Corporation
-2.09%
-$35,145.96 
MFC Manulife Financial Corporation
-2.07%
-$4,838.4 
NFLX Netflix, Inc.
-2%
-$14,567.28 
LOW Lowe's Companies Inc.
-1.91%
-$19,140.04 
UNP Union Pacific Corporation
-1.85%
-$12,376.26 
WMT Walmart Inc.
-1.79%
-$5,840.52 
CAT Caterpillar Inc.
-1.76%
-$28,559.67 
GWW W.W. Grainger, Inc.
-1.72%
-$4,761.08 
HD The Home Depot, Inc.
-1.71%
-$9,013.03 
BLK BlackRock, Inc.
-1.7%
-$9,888.02 
JNJ Johnson & Johnson
-1.66%
-$19,236.34 
FAST Fastenal Co.
-1.6%
-$4,650.83 
MREO Mereo BioPharma Group plc - ADR
-1.58%
-$49 
CMI Cummins Inc.
-1.45%
-$2,891.95 
JLL Jones Lang LaSalle Inc.
-1.44%
-$3,157.74 
EXPE Expedia Group, Inc.
-1.37%
-$6,243.5 
INCY Incyte Corporation
-1.36%
-$3,956.8 
BAC Bank of America Corporation
-1.35%
-$141,056.84 
CTAS Cintas Corporation
-1.3%
-$7,738 
CHRW C.H. Robinson Worldwide, Inc.
-1.29%
-$3,464.1 
CSX CSX Corporation
-1.26%
-$7,299.2 
CAH Cardinal Health Inc.
-1.26%
-$3,769.92 
COR Cencora, Inc.
-1.24%
-$9,856.44 
BKNG Booking Holdings Inc.
-1.23%
-$149,465.75 
MCK McKesson Corporation
-1.22%
-$3,594.7 
PEP PepsiCo, Inc.
-1.2%
-$5,218.48 
PHO Invesco Water Resources ETF
-1.17%
-$2,694.87 
CL Colgate-Palmolive Company
-1.12%
-$4,774.64 
CSCO Cisco Systems, Inc.
-1.11%
-$7,519.36 
SYY Sysco Corporation
-1.09%
-$2,403 
SNA Snap-on Inc.
-1.06%
-$6,536.85 
XSMO Invesco S&P SmallCap Momentum ETF
-1.06%
-$4,223.13 
PAVE Global X U.S. Infrastructure Development ETF
-1.02%
-$2,741.03 
KBWB Invesco KBW Bank ETF
-1%
-$74,731.71 
ARCC Ares Capital Corporation
-0.99%
-$1,985.69 
AXP American Express Company
-0.97%
-$3,980.09 
RGLD Royal Gold Inc.
-0.96%
-$2,905.05 
IMTM iShares MSCI International Momentum Factor ETF
-0.89%
-$1,894.28 
GLW Corning Incorporated
-0.89%
-$1,764.56 
QCOM QUALCOMM Incorporated
-0.85%
-$4,763.98 
SO The Southern Company
-0.84%
-$2,176 
NEE NextEra Energy, Inc.
-0.83%
-$4,697.52 
AEP American Electric Power Company, Inc.
-0.82%
-$2,121.14 
IYM iShares U.S. Basic Materials ETF
-0.82%
-$6,078.93 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.82%
-$2,863.22 
O Realty Income Corporation
-0.81%
-$2,577.63 
IDV iShares International Select Dividend ETF
-0.8%
-$18,646.47 
SCHY Schwab International Dividend Equity ETF
-0.8%
-$13,063.44 
GILD Gilead Sciences Inc.
-0.8%
-$4,033.9 
KR Kroger Co.
-0.79%
-$2,627.25 
PSA Public Storage Common Stock
-0.79%
-$2,052.5 
MDY SPDR S&P MidCap 400 ETF Trust
-0.79%
-$3,294.69 
FTNT Fortinet Inc.
-0.77%
-$12,008.75 
AMAT Applied Materials, Inc.
-0.75%
-$4,874.76 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.75%
-$3,097.71 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$3,232.32 
TROW T. Rowe Price Group, Inc.
-0.73%
-$1,733.76 
XLI Industrial Select Sector SPDR Fund
-0.72%
-$3,005.6 
BAB Invesco Taxable Municipal Bond ETF
-0.71%
-$21,792.62 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.71%
-$6,733.8 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$2,782.05 
WEC WEC Energy Group Inc.
-0.7%
-$1,841.49 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.69%
-$3,398.4 
NKE Nike, Inc. - Class B
-0.67%
-$2,354.39 
WPM Wheaton Precious Metals Corp.
-0.67%
-$6,207.74 
ROK Rockwell Automation, Inc.
-0.66%
-$4,170.78 
IDMO Invesco S&P International Developed Momentum ETF
-0.66%
-$4,039.62 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.66%
-$1,899.24 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.66%
-$173,388.15 
UTES Virtus Reaves Utilities ETF
-0.65%
-$12,389.52 
JPM JPMorgan Chase & Co.
-0.65%
-$18,066.75 
VB Vanguard Small-Cap ETF
-0.65%
-$5,126.4 
SBUX Starbucks Corporation
-0.65%
-$2,320.16 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.64%
-$4,781.98 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.64%
-$2,406.71 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.62%
-$3,538.56 
SPLV Invesco S&P 500 Low Volatility ETF
-0.61%
-$2,102.78 
DGRO iShares Core Dividend Growth ETF
-0.6%
-$5,824.59 
XMMO Invesco S&P MidCap Momentum ETF
-0.6%
-$2,910.61 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.6%
-$2,600.66 
DJD Invesco Dow Jones Industrial Average Dividend ETF
-0.6%
-$2,812 
DVY iShares Select Dividend ETF
-0.59%
-$12,025.92 
AMGN Amgen Inc.
-0.58%
-$3,707.88 
EXR Extra Space Storage Inc.
-0.57%
-$1,639.65 
PG Procter & Gamble Co
-0.56%
-$1,727.04 
SCHF Schwab International Equity ETF
-0.56%
-$1,944.9 
TYL Tyler Technologies Inc.
-0.55%
-$6,755 
SDY SPDR S&P Dividend ETF
-0.55%
-$5,458.7 
COST Costco Wholesale Corporation
-0.54%
-$7,143.63 
IDU iShares U.S. Utilities ETF
-0.53%
-$3,356.22 
AFL Aflac Inc.
-0.53%
-$2,306.7 
GDMN WisdomTree Efficient Gold Plus Miners Fund
-0.52%
-$2,664 
SCHD Schwab U.S. Dividend Equity ETF
-0.52%
-$10,669.71 
EIX Edison International
-0.52%
-$1,233.2 
NEM Newmont Corporation
-0.51%
-$969.68 
LHX L3Harris Technologies, Inc.
-0.51%
-$1,582.56 
SCHA Schwab U.S. Small-Cap ETF
-0.5%
-$1,541.89 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$1,420.96 
TXS Texas Capital Texas Equity Index ETF
-0.48%
-$5,340.85 
C Citigroup Inc.
-0.48%
-$1,089.36 
VYM Vanguard High Dividend Yield ETF
-0.46%
-$2,326.56 
ZTS Zoetis Inc.
-0.46%
-$729.75 
AEM Agnico Eagle Mines Limited
-0.45%
-$806.42 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.44%
-$4,558.23 
APH Amphenol Corporation
-0.44%
-$4,121.04 
CGDG Capital Group Dividend Growers ETF
-0.44%
-$4,095.96 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.43%
-$2,828.32 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.43%
-$1,850.31 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.43%
-$1,708.87 
QUAL iShares MSCI USA Quality Factor ETF
-0.42%
-$19,138.76 
WTV WisdomTree U.S. Value Fund
-0.42%
-$1,979.56 
SKE Skeena Resources Ltd.
-0.42%
-$952.46 
ABBV AbbVie Inc.
-0.41%
-$5,489.16 
CGIC Capital Group International Core Equity ETF
-0.39%
-$2,435.97 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.39%
-$2,367.54 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.39%
-$915.04 
FNV Franco-Nevada Corporation
-0.39%
-$730.86 
VO Vanguard Mid-Cap ETF
-0.39%
-$9,047.04 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.38%
-$4,444.57 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.36%
-$3,444.97 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.36%
-$27,343.26 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.36%
-$2,655.92 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.34%
-$2,912.16 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.33%
-$868.8 
RDFI Rareview Dynamic Fixed Income Fund
-0.33%
-$16,167.51 
GM General Motors Company
-0.33%
-$647.75 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.31%
-$6,532.2 
CGDV Capital Group Dividend Value ETF
-0.31%
-$7,151.55 
SPHQ Invesco S&P 500 Quality ETF
-0.31%
-$9,024.86 
AMP Ameriprise Financial, Inc.
-0.3%
-$1,207.12 
KGC Kinross Gold Corporation
-0.29%
-$488.54 
VONE Vanguard Russell 1000 ETF
-0.28%
-$1,645.44 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.28%
-$2,997.61 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$2,208 
ADM Archer-Daniels-Midland Co
-0.26%
-$1,189.1 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.26%
-$2,905.71 
PH Parker-Hannifin Corporation
-0.25%
-$1,279.8 
BND Vanguard Total Bond Market Index Fund
-0.25%
-$812.16 
DMBS DoubleLine Mortgage ETF
-0.25%
-$38,302.56 
SYK Stryker Corporation
-0.24%
-$1,864.96 
GLDM SPDR Gold MiniShares Trust
-0.24%
-$2,002.41 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.24%
-$9,334.26 
SPYH Neos S&P 500 Hedged Equity Income ETF
-0.24%
-$951.79 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.23%
-$9,504.89 
LIN Linde plc
-0.23%
-$774.54 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.23%
-$471.25 
CAIE Calamos Autocallable Income ETF
-0.22%
-$910.8 
GLD SPDR Gold Shares
-0.22%
-$2,353.4 
VZ Verizon Communications Inc.
-0.22%
-$900.22 
IAU iShares Gold Trust
-0.21%
-$1,382.08 
IYZ iShares U.S. Telecommunications ETF
-0.21%
-$1,287.07 
EZM WisdomTree U.S. MidCap Fund
-0.2%
-$506.55 
VTEB Vanguard Tax-Exempt Bond ETF
-0.2%
-$982.7 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$2,671.5 
PPI ASTORIA REAL ASSETS ETF
-0.19%
-$50,922.9 
IVV iShares Core S&P 500 ETF
-0.18%
-$980.54 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.17%
-$777.51 
VOO Vanguard S&P 500 ETF
-0.17%
-$384.92 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$4,731.17 
AGGA Astoria Dynamic Core US Fixed Income ETF
-0.16%
-$52,422.88 
HCA HCA Healthcare Inc.
-0.15%
-$425.61 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.15%
-$313.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.15%
-$26,259.48 
CPSJ Calamos S&P 500 Structured Alt Protection ETF – July
-0.14%
-$1,081.56 
SPGP Invesco S&P 500 GARP ETF
-0.14%
-$668.95 
HWM Howmet Aerospace Inc.
-0.14%
-$723.72 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$16,683.24 
PM Philip Morris International Inc.
-0.13%
-$1,424.43 
NPFI Nuveen Preferred and Income ETF
-0.12%
-$2,026.71 
URA Global X Uranium ETF
-0.1%
-$180.64 
SPYI NEOS S&P 500 High Income ETF
-0.09%
-$3,270.7 
ROP Roper Technologies Inc.
-0.08%
-$208.5 
WM Waste Management, Inc.
-0.08%
-$426.74 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$259.26 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.05%
-$325.15 
CMCSA Comcast Corp
-0.04%
-$88.67 
CEF Sprott Physical Gold and Silver Trust
-0.04%
-$264.31 
MCD McDonald's Corporation
-0.03%
-$136.82 
FTI TechnipFMC plc
-0.03%
-$86.86 
META Meta Platforms Inc Class A
-0.03%
-$690.56 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
-0.02%
-$108.2 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$72.8 
ADP Automatic Data Processing Inc.
-0.01%
-$60.15 
TGT Target Corporation
0%
-$9.75 Events
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Dividends
Dividend Analysis
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| Trades 3485 | Longs Won 2100/3485 60% | Profit Factor 6.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $287,648.8 |
| Average Win $66,941.48 | Best Trade (Jul 22) $12.89M | Sharpe Ratio -16.93 |
| Average Loss -$14,648.33 | Worst Trade (Sep 30) -$523,221.12 | Z-Score -5.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $34,516.31 |
| 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 | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
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Returns
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FAQ
Which stocks have generated the highest profits for Michael Stulic?
The largest contributions to the portfolio's profits come from the following stocks: WisdomTree U.S. Quality Dividend Growth Fund - $3.76M, iShares MSCI USA Quality Factor ETF - $3.08M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $2.98M, Tyler Technologies Inc - $2.13M, and SPDR Portfolio Intermediate Term Treasury ETF - $2.02M. 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: UnitedHealth Group Incorporated - $442,086.49, SPDR Portfolio Long Term Treasury ETF - $373,185.57, SPDR S&P 500 Fossil Fuel Reserves Free ETF - $307,920.62, 3M Company - $297,849.52, and iShares AAA - A Rated Corporate Bond ETF - $296,893.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Stulic's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.5M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.96M, SPDR Portfolio Developed World ex-US ETF - $1.45M, Astoria Dynamic Core US Fixed Income ETF - $1.27M, SPDR Portfolio Intermediate Term Treasury ETF - $1.25M, and ASTORIA REAL ASSETS ETF - $1.12M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Stulic's monthly returns?
Michael Stulic'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 Michael Stulic's strategy be considered aggressive or moderate?
Michael Stulic's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Michael Stulic's strategy?
Michael Stulic's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
