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
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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:
78.67%
Gain -0.18%
Monthly
0.94%
Yearly
11.86%
Drawdown
18.55%
$592.06M
Equity
Holdings
$592.06M
Investment
$492M
$125.67M
Profit -$765,213.34
Realized
$25.61M
Unrealized
$100.06M
Dividends
$30.03M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.18%
Profit
-$765,213.34
Win %
69%
This Week
Compared To Last Week
Gain
-0.95%
Profit
-$5.7M
Win %
69%
This Month
Compared to last month
Gain
-0.4%
Profit
-$2.35M
Win %
69%
This Year
Compared to last year
Gain
0.19%
Profit
$1.15M
Win %
69%
AAPL Apple Inc.
+3.58%
+$482,463.48 
APP AppLovin Corporation Class A Common Stock
+3.06%
+$17,512.55 
UI Ubiquiti Inc.
+2.95%
+$19,994 
GM General Motors Company
+2.81%
+$7,994.7 
CMCSA Comcast Corp
+2.36%
+$6,532.54 
PM Philip Morris International Inc.
+2.21%
+$28,913.78 
PYPL PayPal Holdings Inc
+2.19%
+$5,762.7 
DBMF iMGP DBi Managed Futures Strategy ETF
+1.88%
+$13,557.61 
AZN AstraZeneca PLC American Depositary Shares
+1.71%
+$6,501.68 
ABBV AbbVie Inc.
+1.62%
+$44,727.2 
CHRD Chord Energy Corp
+1.58%
+$9,546.16 
EXPE Expedia Group, Inc.
+1.57%
+$9,082.16 
CSX CSX Corporation
+1.39%
+$7,640.68 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+1.38%
+$9,889 
MO Altria Group, Inc.
+1.35%
+$10,104.36 
CHRW C.H. Robinson Worldwide, Inc.
+1.31%
+$3,075.17 
HSY The Hershey Company
+1.23%
+$5,903.78 
LMT Lockheed Martin Corporation
+1.07%
+$5,996.52 
VIV Telefonica Brasil S.A. ADR
+1.06%
+$7,902.12 
LDOS Leidos Holdings Inc.
+1.05%
+$3,230.69 
FTNT Fortinet Inc.
+1.04%
+$15,463.81 
PANW Palo Alto Networks, Inc.
+1%
+$2,017.03 
CCK Crown Holdings Inc.
+0.95%
+$2,781.44 
KR Kroger Co.
+0.92%
+$3,126.76 
SYY Sysco Corporation
+0.92%
+$2,804.25 
MREO Mereo BioPharma Group plc - ADR
+0.87%
+$21 
NML Neuberger Berman Energy Infrastructure and Income Fund Inc.
+0.84%
+$1,432.08 
ADP Automatic Data Processing Inc.
+0.82%
+$5,964.48 
SCHW Charles Schwab Corporation
+0.74%
+$13,692.28 
XOM Exxon Mobil Corporation
+0.63%
+$13,633.36 
NOC Northrop Grumman Corporation
+0.62%
+$3,199.99 
GOOG Alphabet Inc
+0.62%
+$6,224.85 
EXR Extra Space Storage Inc.
+0.62%
+$1,645.79 
GOOGL Alphabet Inc
+0.59%
+$41,550.6 
MNST Monster Beverage Corporation
+0.58%
+$1,176.5 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$1,609.74 
C Citigroup Inc.
+0.51%
+$2,031.81 
BKNG Booking Holdings Inc.
+0.5%
+$3,125.08 
FAST Fastenal Co.
+0.47%
+$1,483.04 
VZ Verizon Communications Inc.
+0.44%
+$2,424.62 
GD General Dynamics Corporation
+0.42%
+$2,219.99 
ADM Archer-Daniels-Midland Co
+0.4%
+$2,023.7 
UNP Union Pacific Corporation
+0.39%
+$2,532.2 
PGR Progressive Corporation
+0.35%
+$1,560 
KO The Coca-Cola Company
+0.33%
+$3,200.84 
CB Chubb Limited
+0.32%
+$1,582.4 
AMP Ameriprise Financial, Inc.
+0.32%
+$1,356.25 
EOG EOG Resources, Inc.
+0.3%
+$1,443.6 
RTX RTX Corporation
+0.28%
+$607.2 
ZION Zions Bancorporation, National Association
+0.26%
+$624.96 
PG Procter & Gamble Co
+0.26%
+$1,763.42 
TJX The TJX Companies, Inc.
+0.24%
+$2,487.3 
QCOM QUALCOMM Incorporated
+0.23%
+$1,377.22 
DLTR Dollar Tree, Inc.
+0.23%
+$737.91 
AIZ Assurant Inc.
+0.18%
+$459.89 
HIG The Hartford Insurance Group, Inc.
+0.18%
+$1,288.94 
MSFT Microsoft Corp.
+0.16%
+$12,423.54 
ARCC Ares Capital Corporation
+0.1%
+$211.82 
BR Broadridge Financial Solutions, Inc.
+0.09%
+$249.09 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$612.4 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$269.63 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$852.63 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$315.06 
NVS Novartis AG Sponsored ADR
+0.01%
+$18.31 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$37.21 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NFLX Netflix, Inc.
0%
+$0.01 
PSA Public Storage Common Stock
0%
-$0.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
0%
$0 
GDMN WisdomTree Efficient Gold Plus Miners Fund
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
LECO Lincoln Electric Holdings, Inc.
-7.54%
-$20,398.62 
LRCX Lam Research Corporation
-5.64%
-$104,697.76 
INTC Intel Corporation
-5.64%
-$52,873.73 
VRT Vertiv Holdings Co
-5.6%
-$71,372.12 
MLI Mueller Industries Inc.
-5.53%
-$12,833.92 
LITE Lumentum Holdings Inc.
-5.39%
-$21,312 
DELL Dell Technologies Inc.
-5.33%
-$19,670.95 
SLV iShares Silver Trust
-5.32%
-$13,898.69 
ORCL Oracle Corporation
-5.29%
-$46,128.56 
SKE Skeena Resources Ltd.
-5.22%
-$15,602.12 
DRAM Roundhill Memory ETF
-5.03%
-$17,883.9 
MU Micron Technology, Inc.
-4.6%
-$269,610.11 
CRDO Credo Technology Group Holding Ltd.
-4.53%
-$13,865.42 
WDC Western Digital Corporation
-4.42%
-$84,198.9 
SA Seabridge Gold Inc.
-4.3%
-$14,265.57 
AU AngloGold Ashanti plc
-4.29%
-$18,210.36 
SNDK SanDisk Corporation
-4.09%
-$22,391.31 
NVTS Navitas Semiconductor Corporation
-3.88%
-$4,985.55 
ARM Arm Holdings plc American Depositary Receipt
-3.8%
-$6,542.55 
WPM Wheaton Precious Metals Corp.
-3.75%
-$52,430.84 
XME SPDR S&P Metals & Mining ETF
-3.69%
-$12,310.4 
AMD Advanced Micro Devices, Inc.
-3.36%
-$15,553.06 
RGLD Royal Gold Inc.
-3.26%
-$15,964.4 
NRG NRG Energy, Inc.
-3.21%
-$15,107.1 
AMAT Applied Materials, Inc.
-3.19%
-$25,116.02 
VICR Vicor Corporation
-3.17%
-$10,522.56 
GLW Corning Incorporated
-3.15%
-$7,375.59 
KLAC KLA Corporation
-3.13%
-$32,089.2 
WMB The Williams Companies, Inc.
-3.07%
-$16,964.64 
MXL MaxLinear Inc.
-3.04%
-$4,426.8 
AEM Agnico Eagle Mines Limited
-2.92%
-$7,755.2 
FTI TechnipFMC plc
-2.9%
-$11,394.92 
GEV GE Vernova Inc.
-2.9%
-$10,846.82 
BX Blackstone Inc.
-2.86%
-$9,913.7 
SOXX iShares Semiconductor ETF
-2.77%
-$11,304.97 
OSK Oshkosh Corporation
-2.74%
-$6,046.32 
VST Vistra Corp
-2.66%
-$6,665.16 
STX Seagate Technology Holdings plc
-2.58%
-$5,725.3 
FRMI Fermi Inc.
-2.53%
-$1,948.52 
CLS Celestica Inc.
-2.51%
-$9,581.01 
ARTY iShares Future AI & Tech ETF
-2.46%
-$6,542.4 
IBM International Business Machines Corporation
-2.46%
-$5,085.8 
ASML ASML Holding N.V. New York Registry Shares
-2.45%
-$11,828.21 
CEF Sprott Physical Gold and Silver Trust
-2.4%
-$19,189.44 
NVDA NVIDIA Corporation
-2.36%
-$496,323.33 
AMGN Amgen Inc.
-2.28%
-$18,120.16 
IYM iShares U.S. Basic Materials ETF
-2.28%
-$22,974.97 
PLTR Palantir Technologies Inc.
-2.18%
-$8,328.33 
CSL Carlisle Companies Inc.
-2.17%
-$5,753.52 
INCY Incyte Corporation
-2.17%
-$7,723.17 
TYL Tyler Technologies Inc.
-2.1%
-$16,968.4 
STRL Sterling Infrastructure, Inc.
-2.08%
-$10,032.75 
NEM Newmont Corporation
-2.01%
-$6,599.35 
IEMG iShares Core MSCI Emerging Markets ETF
-2.01%
-$322,975.17 
HWM Howmet Aerospace Inc.
-2%
-$10,480.34 
NKE Nike, Inc. - Class B
-1.99%
-$7,102.83 
MTUM iShares MSCI USA Momentum Factor ETF
-1.98%
-$9,158.23 
XMMO Invesco S&P MidCap Momentum ETF
-1.96%
-$51,916.31 
SYK Stryker Corporation
-1.96%
-$13,340.27 
PPG PPG Industries Inc.
-1.95%
-$4,315.85 
AOS A. O. Smith Corporation
-1.91%
-$4,023.3 
SPMO Invesco S&P 500 Momentum ETF
-1.91%
-$180,769.82 
MRK Merck & Co., Inc.
-1.91%
-$5,305.28 
CSCO Cisco Systems, Inc.
-1.83%
-$14,754 
DCI Donaldson Company, Inc.
-1.83%
-$3,803.16 
FNV Franco-Nevada Corporation
-1.79%
-$7,275.9 
EIC Eagle Point Income Company Inc.
-1.78%
-$2,398.68 
ABT Abbott Laboratories
-1.76%
-$6,145.7 
GLDM SPDR Gold MiniShares Trust
-1.75%
-$17,362.95 
WSM Williams-Sonoma, Inc.
-1.73%
-$11,575.72 
GLD SPDR Gold Shares
-1.73%
-$6,565.91 
MPC Marathon Petroleum Corporation
-1.73%
-$5,720.1 
IAU iShares Gold Trust
-1.72%
-$14,844.23 
CAH Cardinal Health Inc.
-1.69%
-$6,060.91 
CBOE Cboe Global Markets Inc.
-1.67%
-$5,795.3 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.6%
-$12,895.18 
QTEC First Trust NASDAQ-100 Technology Index Fund
-1.58%
-$3,439.08 
PH Parker-Hannifin Corporation
-1.56%
-$7,987.98 
PPI ASTORIA REAL ASSETS ETF
-1.55%
-$477,193.95 
HD The Home Depot, Inc.
-1.54%
-$8,066.09 
EVR Evercore Inc.
-1.53%
-$3,248.7 
FIX Comfort Systems USA, Inc.
-1.52%
-$14,889.43 
UTES Virtus Reaves Utilities ETF
-1.5%
-$34,784.82 
TUA Simplify Short Term Treasury Futures Strategy ETF
-1.48%
-$3,368.9 
PAVE Global X U.S. Infrastructure Development ETF
-1.48%
-$3,813.6 
META Meta Platforms Inc Class A
-1.42%
-$53,560.43 
AGX Argan Inc.
-1.41%
-$3,152.7 
IBIT iShares Bitcoin Trust
-1.4%
-$4,973.02 
GARP iShares MSCI USA Quality GARP ETF
-1.38%
-$3,870.9 
APH Amphenol Corporation
-1.38%
-$34,428.8 
PWR Quanta Services Inc.
-1.36%
-$3,889.07 
MHF Western Asset Municipal High Income Fund
-1.35%
-$1,589.31 
SCHA Schwab U.S. Small-Cap ETF
-1.35%
-$4,177.24 
CAT Caterpillar Inc.
-1.33%
-$22,981.26 
ETR Entergy Corporation
-1.32%
-$3,073.8 
MCK McKesson Corporation
-1.25%
-$4,285.77 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$6,913.8 
VIK Viking Holdings Ltd
-1.23%
-$3,710.8 
IDMO Invesco S&P International Developed Momentum ETF
-1.22%
-$22,912.12 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.22%
-$5,681 
PHO Invesco Water Resources ETF
-1.21%
-$2,779.72 
JLL Jones Lang LaSalle Inc.
-1.21%
-$3,196.98 
RYT Invesco S&P 500 Equal Weight ETF
-1.2%
-$21,130.39 
EIX Edison International
-1.2%
-$2,791.74 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.19%
-$370,651.28 
PCN PIMCO Corporate & Income Strategy Fund
-1.16%
-$17,473.86 
SCHF Schwab International Equity ETF
-1.15%
-$4,224.35 
TSLA Tesla, Inc.
-1.13%
-$12,891.84 
TGT Target Corporation
-1.12%
-$4,370.13 
ULTA Ulta Beauty Inc.
-1.11%
-$7,783.85 
RSSB Return Stacked Global Stocks & Bonds ETF
-1.11%
-$8,814.84 
LIN Linde plc
-1.09%
-$3,369.57 
ROK Rockwell Automation, Inc.
-1.08%
-$6,269.8 
FBCG Fidelity Blue Chip Growth Fund
-1.07%
-$11,018.04 
EXI iShares Global Industrials ETF
-1.06%
-$2,098.99 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$54,061.44 
TXN Texas Instruments Inc
-1.06%
-$7,819.71 
ENFR Alerian Energy Infrastructure ETF
-1.05%
-$14,355.6 
ADI Analog Devices, Inc.
-1.05%
-$1,948.2 
EZM WisdomTree U.S. MidCap Fund
-1.04%
-$2,673.57 
VB Vanguard Small-Cap ETF
-1.04%
-$10,519.44 
IWY iShares Russell Top 200 Growth ETF
-1.03%
-$3,664.99 
BMY Bristol-Myers Squibb Company
-1.02%
-$2,383.26 
USA Liberty All Star Equity Fund
-1.02%
-$1,639.62 
LOW Lowe's Companies Inc.
-1.01%
-$9,647.87 
CGIC Capital Group International Core Equity ETF
-1.01%
-$8,170.5 
AVGO Broadcom Inc.
-1.01%
-$28,365.43 
SHW The Sherwin-Williams Company
-1%
-$7,509.31 
ETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
-1%
-$15,835.42 
IYW iShares U.S. Technology ETF
-0.98%
-$8,568.4 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.98%
-$1,979.44 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.96%
-$3,945.69 
AEP American Electric Power Company, Inc.
-0.96%
-$3,030 
CLX The Clorox Company
-0.95%
-$2,167.5 
NUE Nucor Corporation
-0.94%
-$4,395.18 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.94%
-$93,117.92 
MDY SPDR S&P MidCap 400 ETF Trust
-0.92%
-$3,818.44 
QGRO American Century U.S. Quality Growth ETF
-0.92%
-$2,128.23 
VO Vanguard Mid-Cap ETF
-0.91%
-$5,252.52 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$16,223.4 
O Realty Income Corporation
-0.9%
-$3,270.78 
QQQI Neos NASDAQ-100 High Income ETF
-0.9%
-$45,468.08 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.88%
-$3,777.9 
GQQQ Astoria US Quality Growth Kings ETF
-0.88%
-$508,266.72 
BLK BlackRock, Inc.
-0.87%
-$5,106.67 
IMTM iShares MSCI International Momentum Factor ETF
-0.86%
-$2,257.57 
VT Vanguard Total World Stock ETF
-0.86%
-$6,720.6 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$1,718.31 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.86%
-$2,865.94 
CMI Cummins Inc.
-0.85%
-$1,654.26 
LHX L3Harris Technologies, Inc.
-0.84%
-$2,316.3 
AMLP Alerian MLP ETF
-0.84%
-$30,028.77 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$24,431.07 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.83%
-$3,380.32 
PSX Phillips 66
-0.83%
-$3,134.92 
RDFI Rareview Dynamic Fixed Income Fund
-0.83%
-$52,650.52 
SBUX Starbucks Corporation
-0.82%
-$2,769.14 
XSMO Invesco S&P SmallCap Momentum ETF
-0.82%
-$13,602.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$2,507.68 
CTAS Cintas Corporation
-0.8%
-$4,675.2 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.8%
-$4,002.21 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.78%
-$2,314.21 
CAIE Calamos Autocallable Income ETF
-0.77%
-$3,138.96 
MTD Mettler-Toledo International Inc.
-0.77%
-$3,972 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.76%
-$5,600.41 
GVAL Cambria Global Value ETF
-0.76%
-$2,142.6 
WEC WEC Energy Group Inc.
-0.75%
-$2,507.2 
WM Waste Management, Inc.
-0.75%
-$3,286.08 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$3,674.58 
XLI Industrial Select Sector SPDR Fund
-0.74%
-$3,041.63 
CGDV Capital Group Dividend Value ETF
-0.74%
-$17,638.62 
COR Cencora, Inc.
-0.73%
-$8,145.94 
VTV Vanguard Value ETF
-0.72%
-$3,061.8 
RS Reliance Inc.
-0.71%
-$3,096.62 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$3,981.74 
SNA Snap-on Inc.
-0.69%
-$4,266.62 
ALL Allstate Corporation
-0.68%
-$4,700.41 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$7,470.82 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$5,295.87 
FEAM 5E Advanced Materials, Inc.
-0.66%
-$100 
SO The Southern Company
-0.66%
-$1,898.92 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$2,089.62 
DMBS DoubleLine Mortgage ETF
-0.64%
-$138,194.28 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.64%
-$14,074.83 
PYLD PIMCO Multisector Bond Active ETF
-0.64%
-$95,501.51 
VONE Vanguard Russell 1000 ETF
-0.63%
-$3,719.38 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.6%
-$7,672.2 
WTV WisdomTree U.S. Value Fund
-0.6%
-$3,010.22 
VOO Vanguard S&P 500 ETF
-0.6%
-$2,926 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$8,788.24 
IVV iShares Core S&P 500 ETF
-0.59%
-$4,729.29 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$77,854.35 
GOVT iShares U.S. Treasury Bond ETF
-0.58%
-$1,564.03 
AVY Avery Dennison Corporation
-0.58%
-$1,426.28 
GWW W.W. Grainger, Inc.
-0.58%
-$1,724.2 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.57%
-$37,893.6 
GILD Gilead Sciences Inc.
-0.57%
-$3,803.38 
BAB Invesco Taxable Municipal Bond ETF
-0.57%
-$15,610.8 
XLE Energy Select Sector SPDR Fund
-0.57%
-$4,652.01 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$2,884.5 
APD Air Products and Chemicals, Inc.
-0.54%
-$1,767.09 
DSU BlackRock Debt Strategies Fund Inc.
-0.53%
-$697.35 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$24,117.56 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.52%
-$1,252.16 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.52%
-$1,061.31 
SDY SPDR S&P Dividend ETF
-0.51%
-$5,038.8 
SPYI NEOS S&P 500 High Income ETF
-0.51%
-$23,761.89 
VUG Vanguard Growth ETF
-0.5%
-$3,025.44 
IYZ iShares U.S. Telecommunications ETF
-0.49%
-$4,113.9 
SPLV Invesco S&P 500 Low Volatility ETF
-0.49%
-$1,610.63 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$3,380.24 
IYE iShares U.S. Energy ETF
-0.47%
-$4,588.02 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$1,844.5 
ROP Roper Technologies Inc.
-0.45%
-$1,258.47 
AGGA Astoria Dynamic Core US Fixed Income ETF
-0.45%
-$185,434.8 
CGDG Capital Group Dividend Growers ETF
-0.45%
-$5,719.82 
SBAR Simplify Barrier Income ETF
-0.43%
-$2,071.08 
NPFI Nuveen Preferred and Income ETF
-0.41%
-$19,113.99 
GE General Electric Company
-0.4%
-$1,913.92 
AVUV Avantis U.S. Small Cap Value ETF
-0.4%
-$2,870.5 
TXS Texas Capital Texas Equity Index ETF
-0.39%
-$4,809.75 
MA Mastercard Incorporated
-0.39%
-$4,563.96 
SEIC SEI Investments Company
-0.37%
-$1,097.6 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.37%
-$1,246.21 
CGSM Capital Group Short Duration Municipal Income ETF
-0.36%
-$1,825.05 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.36%
-$1,173.34 
SPYH Neos S&P 500 Hedged Equity Income ETF
-0.35%
-$1,443.2 
RPM RPM International Inc.
-0.35%
-$1,114.05 
TMFC Motley Fool 100 Index ETF
-0.35%
-$2,457.95 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.34%
-$3,850.88 
AXP American Express Company
-0.33%
-$1,233.7 
DVYE iShares Emerging Markets Dividend ETF
-0.33%
-$5,156.04 
SPGP Invesco S&P 500 GARP ETF
-0.33%
-$1,565.6 
JPM JPMorgan Chase & Co.
-0.33%
-$10,524.68 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$7,196.2 
SCHY Schwab International Dividend Equity ETF
-0.32%
-$6,259.47 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$3,131.51 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.32%
-$3,590.4 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.31%
-$1,788.78 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.3%
-$2,525.67 
IDV iShares International Select Dividend ETF
-0.27%
-$8,805.84 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.27%
-$1,680.9 
JNJ Johnson & Johnson
-0.27%
-$3,815.54 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.25%
-$1,185.6 
MINV Matthews Asia Innovators Active ETF
-0.25%
-$964.93 
MKL Markel Group Inc.
-0.25%
-$548.75 
AFL Aflac Inc.
-0.23%
-$940.41 
NEE NextEra Energy, Inc.
-0.23%
-$2,223.19 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.23%
-$14,676.09 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.22%
-$2,283.8 
CASY Casey's General Stores Inc.
-0.22%
-$517.08 
NMI Nuveen Municipal Income Fund Inc.
-0.2%
-$236.48 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.18%
-$1,355.88 
CPSJ Calamos S&P 500 Structured Alt Protection ETF – July
-0.18%
-$1,351.95 
MCD McDonald's Corporation
-0.18%
-$771.18 
TROW T. Rowe Price Group, Inc.
-0.18%
-$476.52 
AMZN Amazon.com Inc
-0.17%
-$8,424.49 
BUCK Simplify Treasury Option Income ETF
-0.17%
-$1,067.36 
CL Colgate-Palmolive Company
-0.16%
-$769.58 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.16%
-$1,153.67 
BAC Bank of America Corporation
-0.15%
-$522.6 
IWX iShares Russell Top 200 Value ETF
-0.15%
-$942.98 
HCA HCA Healthcare Inc.
-0.14%
-$532.93 
BUYW Main Buywrite ETF
-0.14%
-$1,495.8 
LLY Eli Lilly and Company
-0.13%
-$3,396.69 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.12%
-$1,116.6 
DVY iShares Select Dividend ETF
-0.12%
-$2,866.91 
DJD Invesco Dow Jones Industrial Average Dividend ETF
-0.11%
-$518 
OKE ONEOK, Inc.
-0.1%
-$330 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.1%
-$1,169.86 
KBWB Invesco KBW Bank ETF
-0.09%
-$7,973.46 
VISN Vistance Networks, Inc.
-0.08%
-$62.28 
WMT Walmart Inc.
-0.08%
-$304.32 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
-0.07%
-$377.23 
SHLD Global X Defense Tech ETF
-0.05%
-$156.99 
PEP PepsiCo, Inc.
-0.04%
-$216.97 
V Visa Inc. Class A
-0.03%
-$689.76 
COST Costco Wholesale Corporation
-0.02%
-$329.17 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.02%
-$199.83 
CPRO Calamos Russell 2000 Structured Alt Protection ETF - October
-0.02%
-$47.84 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
-0.01%
-$38.49 Events
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Dividends
Dividend Analysis
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| Trades 3819 | Longs Won 2345/3819 61% | Profit Factor 5.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $294,242.39 |
| Average Win $65,829.53 | Best Trade (Sep 04) $13.97M | Sharpe Ratio -17.39 |
| Average Loss -$19,546.4 | Worst Trade (Aug 02) -$719,149.56 | Z-Score -3.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2d | Expectancy $32,905.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,677 | $8.42M | $13.94M | - | $5.52M | 65.5% | +3.585% |
| ABBV AbbVie Inc. | 10,976 | $2.44M | $2.8M | - | $362,618.17 | 14.89% | +1.624% |
| ABT Abbott Laboratories | 3,322 | $370,795.22 | $343,428.36 | - | -$27,366.86 | -7.38% | -1.758% |
| ADI Analog Devices, Inc. | 510 | $202,556.71 | $184,237.5 | - | -$18,319.21 | -9.04% | -1.046% |
| ADM Archer-Daniels-Midland Co | 5,782 | $290,808.06 | $502,455.8 | - | $211,647.74 | 72.78% | +0.404% |
| ADP Automatic Data Processing Inc. | 2,736 | $793,050.18 | $731,606.4 | - | -$61,443.78 | -7.75% | +0.822% |
| AEM Agnico Eagle Mines Limited | 1,310 | $220,813.6 | $257,611.5 | - | $36,797.9 | 16.66% | -2.922% |
| AEP American Electric Power Company, Inc. | 2,525 | $308,305.71 | $311,761.75 | - | $3,456.04 | 1.12% | -0.963% |
| AFL Aflac Inc. | 3,483 | $256,111.77 | $398,699.01 | - | $142,587.24 | 55.67% | -0.235% |
| AGGA Astoria Dynamic Core US Fixed Income ETF | 1.68M | $42.36M | $41.42M | - | -$939,939.6 | -2.22% | -0.446% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 158,075 | $3.99M | $4.06M | - | $63,646.87 | 1.59% | 0.0 |
| AGX Argan Inc. | 558 | $182,006.16 | $221,235.84 | - | $39,229.68 | 21.55% | -1.405% |
| AIZ Assurant Inc. | 893 | $239,306.14 | $250,892.81 | - | $11,586.67 | 4.84% | +0.184% |
| ALL Allstate Corporation | 2,717 | $586,251.93 | $684,276.45 | - | $98,024.52 | 16.72% | -0.682% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 332,564 | $9.41M | $9.84M | - | $422,273.03 | 4.49% | -0.938% |
| AMAT Applied Materials, Inc. | 1,680 | $568,973.46 | $762,552 | - | $193,578.54 | 34.02% | -3.189% |
| AMD Advanced Micro Devices, Inc. | 889 | $180,849.27 | $447,700.4 | - | $266,851.13 | 147.55% | -3.357% |
| AMGN Amgen Inc. | 2,028 | $583,634.37 | $775,375.38 | - | $191,741.01 | 32.85% | -2.284% |
| AMLP Alerian MLP ETF | 63,891 | $3.14M | $3.56M | - | $423,688.73 | 13.51% | -0.836% |
| AMP Ameriprise Financial, Inc. | 775 | $277,413.45 | $429,063.25 | - | $151,649.8 | 54.67% | +0.317% |
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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, Bank of America Corporation - $3.2M, iShares MSCI USA Quality Factor ETF - $3.09M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $2.98M, and Tyler Technologies Inc - $2.09M. 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 - $376,404.33, Zeta Global Holdings Corp - $357,414.08, SPDR S&P 500 Fossil Fuel Reserves Free ETF - $307,920.62, and 3M Company - $297,849.52. 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 $30.03M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.97M, Astoria Dynamic Core US Fixed Income ETF - $1.46M, SPDR Portfolio Developed World ex-US ETF - $1.45M, SPDR Portfolio Intermediate Term Treasury ETF - $1.3M, and DoubleLine Mortgage ETF - $1.19M. 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.
