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:
84.89%
Gain -0.54%
Monthly
0.85%
Yearly
10.69%
Drawdown
18.55%
$577.18M
Equity
Holdings
$577.18M
Investment
$491.28M
$111.4M
Profit -$1.65M
Realized
$25.5M
Unrealized
$85.9M
Dividends
$31.57M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$1.65M
Win %
66%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$3.84M
Win %
66%
This Month
Compared to last month
Gain
-1.16%
Profit
-$6.74M
Win %
66%
This Year
Compared to last year
Gain
-2.23%
Profit
-$13.16M
Win %
67%
PANW Palo Alto Networks, Inc.
+6.23%
+$13,326.3 
CHRD Chord Energy Corporation
+4.95%
+$30,155.47 
FTI TechnipFMC plc
+4.09%
+$13,764.66 
EOG EOG Resources, Inc.
+3.64%
+$18,653 
DRAM Roundhill Memory ETF
+3.36%
+$8,855.42 
MU Micron Technology Inc.
+3.14%
+$153,330.06 
CBOE Cboe Global Markets Inc.
+2.96%
+$11,531.1 
FTNT Fortinet, Inc.
+2.74%
+$44,968.38 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.62%
+$32,371.46 
IYE iShares U.S. Energy ETF
+2.59%
+$25,975.24 
XLE State Street Energy Select Sector SPDR ETF
+2.55%
+$21,625.56 
OKE ONEOK, Inc.
+2.49%
+$7,722 
LMT Lockheed Martin Corporation
+2.32%
+$14,617.93 
XOM ExxonMobil Holdings Corporation
+2.26%
+$52,698.18 
DELL Dell Technologies Inc. Class C Common Stock
+2.21%
+$6,883.1 
ENFR Alerian Energy Infrastructure ETF
+2.08%
+$27,344 
NML Neuberger Energy Infrastructure and Income Fund Inc.
+1.88%
+$3,023.28 
WMB The Williams Companies, Inc.
+1.76%
+$9,106.56 
AMLP Alerian MLP ETF
+1.72%
+$57,501.9 
LITE Lumentum Holdings Inc.
+1.66%
+$4,992.01 
APH Amphenol Corp. Class A Common Stock
+1.55%
+$34,889.9 
TXN Texas Instruments Inc.
+1.52%
+$12,025.98 
AMD Advanced Micro Devices Inc.
+1.47%
+$6,654.16 
ORCL Oracle Corporation
+1.39%
+$9,436 
INTC Intel Corporation
+1.34%
+$10,081.32 
CSCO Cisco Systems, Inc.
+1.32%
+$10,217.15 
VISN Vistance Networks, Inc.
+1.26%
+$954.21 
LDOS Leidos Holdings, Inc.
+1.18%
+$3,807.17 
GLW Corning Incorporated
+1.1%
+$1,889.04 
AMAT Applied Materials Inc.
+1.04%
+$6,585.6 
HCA HCA Healthcare, Inc.
+0.97%
+$4,131.39 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+0.96%
+$6,922.3 
ABT Abbott Laboratories
+0.94%
+$3,205.73 
QCOM QUALCOMM Incorporated
+0.89%
+$5,172.86 
ASML ASML Holding N.V. NY Registered Shares
+0.82%
+$3,590.72 
ADI Analog Devices, Inc.
+0.82%
+$1,621.79 
SOXX iShares Semiconductor ETF
+0.77%
+$2,810.88 
MINV Matthews Asia Innovators Fund
+0.74%
+$2,482.94 
NUE Nucor Corporation
+0.7%
+$3,267.05 
TXS Texas Capital Texas Equity Index ETF
+0.69%
+$8,453.55 
MSFT Microsoft Corporation Common Stock
+0.65%
+$52,839.09 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.62%
+$4,595.8 
QTEC First Trust NASDAQ-100 Technology Sector Index Fund
+0.61%
+$1,268.68 
ROK Rockwell Automation Inc.
+0.56%
+$3,216.68 
ARM Arm Holdings plc ADR
+0.51%
+$699.82 
MTUM iShares MSCI USA Momentum Factor ETF
+0.47%
+$2,046.77 
TROW T. Rowe Price Group Inc.
+0.45%
+$1,178.76 
SNDK Sandisk Corp.
+0.45%
+$1,757.7 
RYT Invesco S&P 500 Equal Weight Technology ETF
+0.44%
+$7,683.76 
STX Seagate Technology Holdings plc
+0.42%
+$681.46 
IYW iShares U.S. Technology ETF
+0.41%
+$3,489.55 
ABBV AbbVie Inc.
+0.38%
+$11,963.84 
ARTY iShares Future AI & Tech ETF
+0.33%
+$783 
IBM International Business Machines Corporation
+0.3%
+$663.74 
SYK Stryker Corp.
+0.3%
+$2,264.66 
AVGO Broadcom Inc.
+0.3%
+$7,419.92 
ADM Archer-Daniels-Midland Company
+0.28%
+$1,300.95 
IBIT iShares Bitcoin Trust ETF
+0.24%
+$882.3 
LRCX Lam Research Corp.
+0.23%
+$3,112.22 
MPC Marathon Petroleum Corp.
+0.18%
+$688.07 
CMI Cummins Inc.
+0.18%
+$324.56 
VTEB Vanguard Tax-Exempt Bond ETF
+0.17%
+$936.88 
SBAR Simplify Barrier Income ETF
+0.16%
+$753.12 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.14%
+$691.74 
IEMG iShares Core MSCI Emerging Markets ETF
+0.13%
+$19,282.1 
QQQ Invesco QQQ Trust, Series 1
+0.13%
+$6,393.81 
SPMB State Street SPDR Portfolio Mortgage Backed Bond ETF
+0.12%
+$340.32 
PWR Quanta Services, Inc.
+0.11%
+$287.91 
SPMO Invesco S&P 500 Momentum ETF
+0.11%
+$9,447.27 
QQQI NEOS Nasdaq-100 High Income ETF
+0.11%
+$5,196.35 
BSMQ Invesco BulletShares 2026 Municipal Bond ETF
+0.09%
+$799.32 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$881.8 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.08%
+$808.9 
VRT Vertiv Holdings Co Class A Common Stock
+0.07%
+$678.58 
CTAS Cintas Corporation
+0.07%
+$452.93 
CPSJ Calamos S&P 500 Structured Alt Protection ETF - July
+0.07%
+$513.74 
RS Reliance, Inc.
+0.07%
+$308.55 
GQQQ Astoria US Quality Growth Kings ETF
+0.06%
+$32,581.2 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$507.51 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$840.16 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.04%
+$478.72 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$297.68 
USFR WisdomTree Floating Rate Treasury Fund
+0.04%
+$1,696.73 
CGSM Capital Group Short Duration Municipal Income ETF
+0.04%
+$192.11 
BUYW Main BuyWrite ETF
+0.03%
+$373.95 
TBIL F/m US Treasury 3 Month Bill Fund
+0.03%
+$94.94 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.03%
+$115.47 
PSX Phillips 66
+0.03%
+$108.6 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.02%
+$180.41 
BILZ PIMCO Ultra Short Government Active ETF
+0.02%
+$580.6 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.02%
+$107.78 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF
0%
-$3.3 
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
0%
$0 
XME SPDR S&P Metals & Mining ETF
0%
$0 
FIX Comfort Systems USA Inc.
-9.28%
-$71,974.62 
CRDO Credo Technology Group Holding Ltd
-8.41%
-$24,943.18 
DLTR Dollar Tree Inc.
-5.73%
-$20,524.81 
HWM Howmet Aerospace Inc.
-4.09%
-$17,789.57 
NEM Newmont Corporation
-3.94%
-$11,453.26 
VIK Viking Holdings Ltd.
-3.88%
-$11,700.55 
AXP American Express Company
-3.86%
-$14,475.92 
CL Colgate-Palmolive Co.
-3.74%
-$20,009.08 
JLL Jones Lang LaSalle Incorporated
-3.62%
-$8,644.78 
STRL Sterling Infrastructure, Inc.
-3.49%
-$12,679.87 
WSM Williams-Sonoma, Inc.
-3.45%
-$26,412.59 
MREO Mereo BioPharma Group plc ADR
-3.34%
-$96 
NVS Novartis AG Sponsored ADR
-3.29%
-$9,411.34 
HSY The Hershey Company Common Stock
-3.28%
-$16,116.48 
TGT Target Corp.
-3.13%
-$12,221.55 
RPM RPM International Inc.
-3.02%
-$9,771.81 
CLX The Clorox Company
-2.96%
-$6,693.75 
LOW Lowe's Companies, Inc.
-2.95%
-$28,823.76 
HD The Home Depot, Inc.
-2.88%
-$15,988.42 
LLY Eli Lilly and Company
-2.71%
-$79,942.8 
BLK BlackRock, Inc.
-2.69%
-$16,698.82 
SYY Sysco Corp.
-2.69%
-$8,431.44 
CASY Casey's General Stores, Inc.
-2.61%
-$6,926.65 
BKNG Booking Holdings Inc.
-2.6%
-$15,032.56 
CLS Celestica Inc.
-2.6%
-$7,985.12 
EXPE Expedia Group Inc.
-2.58%
-$16,318.16 
CSL Carlisle Companies Incorporated
-2.55%
-$7,058.29 
WDC Western Digital Corp.
-2.54%
-$35,616.53 
PEP PepsiCo, Inc.
-2.54%
-$13,925.85 
KO The Coca-Cola Company
-2.5%
-$26,729.78 
CAT Caterpillar Inc.
-2.48%
-$36,986.74 
AFL Aflac Incorporated
-2.43%
-$10,449 
BMY Bristol-Myers Squibb Company
-2.37%
-$5,380.39 
GE General Electric Company
-2.36%
-$10,110.12 
PPG PPG Industries, Inc.
-2.26%
-$5,286.39 
FRMI Fermi Inc.
-2.26%
-$835.08 
ULTA Ulta Beauty, Inc.
-2.23%
-$18,342.63 
MNST Monster Beverage Corporation
-2.23%
-$4,964.83 
PG The Procter & Gamble Company
-2.22%
-$17,403.05 
GM General Motors Co.
-2.21%
-$5,817.42 
BX Blackstone Inc.
-2.19%
-$6,975.8 
NRG NRG Energy, Inc.
-2.19%
-$8,431.4 
RGLD Royal Gold, Inc.
-2.18%
-$9,558.12 
SKE Skeena Resources Limited
-2.16%
-$5,624.02 
SHW The Sherwin-Williams Company
-2.06%
-$16,670.44 
UNP Union Pacific Corp.
-2.03%
-$13,950.11 
OSK Oshkosh Corporation
-2%
-$3,903.18 
NKE Nike, Inc. Class B Common Stock
-1.94%
-$7,102.83 
AU AngloGold Ashanti plc
-1.91%
-$6,376.56 
MO Altria Group, Inc.
-1.9%
-$15,870.43 
MHF Western Asset Municipal High Income Fund Inc.
-1.9%
-$2,225.03 
ALL The Allstate Corporation
-1.83%
-$12,892.17 
MCD McDonald's Corporation
-1.81%
-$7,937.14 
WPM Wheaton Precious Metals Corp.
-1.8%
-$19,829.04 
MA Mastercard Inc. Class A Common Stock
-1.78%
-$23,528.4 
PH Parker-Hannifin Corporation
-1.75%
-$8,446.14 
RTX RTX Corporation
-1.75%
-$3,764.64 
CB Chubb Limited
-1.74%
-$9,325.13 
CSX CSX Corporation
-1.73%
-$10,206.58 
HIG The Hartford Insurance Group, Inc.
-1.71%
-$12,573.79 
KR The Kroger Co.
-1.71%
-$6,975.08 
SEIC SEI Investments Company
-1.67%
-$4,774.56 
JPM JPMorgan Chase & Co.
-1.66%
-$50,718.16 
CHRW C.H. Robinson Worldwide Inc.
-1.62%
-$3,598.11 
NMI Nuveen Municipal Income Fund, Inc.
-1.61%
-$1,773.6 
SA Seabridge Gold Inc.
-1.61%
-$4,105.2 
AEM Agnico Eagle Mines Limited
-1.56%
-$3,602.49 
MRK Merck & Co., Inc.
-1.55%
-$4,323.54 
JNJ Johnson & Johnson
-1.55%
-$22,355.79 
VZ Verizon Communications Inc.
-1.55%
-$7,714.7 
AOS A. O. Smith Corporation
-1.53%
-$3,477.16 
BR Broadridge Financial Solutions, Inc.
-1.52%
-$4,853.35 
EVR Evercore Inc. Class A Common Stock
-1.5%
-$2,818.72 
WMT Walmart Inc.
-1.46%
-$6,733.08 
CAH Cardinal Health, Inc.
-1.46%
-$5,553.99 
DCI Donaldson Company, Inc.
-1.46%
-$2,910.34 
VIV Telefônica Brasil S.A. ADR
-1.45%
-$12,011.23 
SPGP Invesco S&P 500 GARP ETF
-1.45%
-$7,045.2 
AMP Ameriprise Financial Inc.
-1.44%
-$5,533.49 
MXL MaxLinear, Inc.
-1.43%
-$1,897.2 
EIC Eagle Point Income Company Inc.
-1.41%
-$1,665.75 
AEP American Electric Power Company, Inc.
-1.41%
-$4,646 
C Citigroup Inc.
-1.4%
-$4,957.04 
AVY Avery Dennison Corporation
-1.38%
-$3,699.64 
AIZ Assurant Inc.
-1.33%
-$3,442.51 
MTD Mettler-Toledo International Inc.
-1.32%
-$8,910 
COR Cencora Inc.
-1.31%
-$15,392.58 
MKL Markel Group Inc.
-1.31%
-$3,128.75 
V Visa Inc. Class A
-1.31%
-$31,154.16 
SLV iShares Silver Trust
-1.31%
-$2,775.43 
AMGN Amgen Inc. Common Stock
-1.3%
-$11,784.3 
NVTS Navitas Semiconductor Corporation
-1.3%
-$1,218.69 
SNA Snap-on Incorporated
-1.28%
-$7,515.76 
EIX Edison International
-1.28%
-$2,994.04 
WEC WEC Energy Group Inc.
-1.27%
-$4,465.95 
COST Costco Wholesale Corp
-1.24%
-$20,747.86 
SCHW The Charles Schwab Corporation
-1.19%
-$18,891.88 
XLI State Street Industrial Select Sector SPDR ETF
-1.18%
-$4,694.2 
CCK Crown Holdings Inc.
-1.15%
-$3,594.88 
ARCC Ares Capital Corp.
-1.14%
-$2,277.07 
SPLV Invesco S&P 500 Low Volatility ETF
-1.14%
-$3,870.01 
VICR Vicor Corp.
-1.12%
-$3,652.16 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.12%
-$5,774.34 
TYL Tyler Technologies Inc.
-1.11%
-$10,301.42 
SBUX Starbucks Corp.
-1.11%
-$3,816.01 
DJD Invesco Dow Jones Industrial Average Dividend ETF
-1.1%
-$5,513 
NFLX Netflix Inc.
-1.1%
-$9,823.32 
EXI iShares Global Industrials ETF
-1.09%
-$2,058.42 
FNV Franco-Nevada Corporation
-1.09%
-$3,868.2 
FEAM 5E Advanced Materials Inc.
-1.08%
-$250 
SDY State Street SPDR S&P Dividend ETF
-1.07%
-$11,111.2 
UTES Virtus Reaves Utilities ETF
-1.07%
-$24,715.53 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-1.07%
-$6,431.09 
TJX The TJX Companies, Inc.
-1.07%
-$13,099.78 
FAST Fastenal Co.
-1.07%
-$3,643.12 
SO The Southern Company
-1.03%
-$3,159.41 
WTV WisdomTree U.S. Value Fund
-1.01%
-$5,110.36 
ADP Automatic Data Processing Inc.
-1.01%
-$8,495.28 
DVY iShares Select Dividend ETF
-0.99%
-$24,444.18 
BRK-B Berkshire Hathaway Inc.
-0.93%
-$7,796.62 
TSLA Tesla, Inc.
-0.89%
-$10,366.12 
BAC Bank of America Corporation
-0.89%
-$2,502.95 
PGR The Progressive Corporation
-0.89%
-$4,243.2 
PAVE Global X U.S. Infrastructure Development ETF
-0.87%
-$2,168.99 
ETR Entergy Corporation Common Stock
-0.87%
-$2,049.2 
VIG Vanguard Dividend Appreciation ETF
-0.85%
-$3,527.5 
DGRO iShares Core Dividend Growth ETF
-0.84%
-$8,455.05 
KBWB Invesco KBW Bank ETF
-0.84%
-$65,559.56 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.84%
-$2,835.46 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.81%
-$17,875.03 
GLDM SPDR Gold MiniShares Trust
-0.78%
-$7,082.26 
SPHQ Invesco S&P 500 Quality ETF
-0.78%
-$22,525.1 
AZN AstraZeneca PLC American Depositary Shares
-0.77%
-$3,238.73 
CEF Sprott Physical Gold and Silver Trust
-0.77%
-$5,330.4 
IAU iShares Gold Trust
-0.77%
-$6,041.86 
RSP Invesco S&P 500 Equal Weight ETF
-0.77%
-$8,545.39 
GLD SPDR Gold Shares
-0.76%
-$2,617.9 
QUAL iShares MSCI USA Quality Factor ETF
-0.74%
-$34,720.97 
INCY Incyte Corp.
-0.73%
-$2,432.94 
MCK McKesson Corporation
-0.73%
-$2,834.21 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.73%
-$5,106.32 
CMCSA Comcast Corp. Class A Common Stock
-0.72%
-$1,861.77 
IWX iShares Russell Top 200 Value ETF
-0.72%
-$4,714.87 
GOOGL Alphabet Inc
-0.72%
-$49,860.72 
PYPL PayPal Holdings, Inc.
-0.72%
-$2,097.82 
UI Ubiquiti Inc.
-0.72%
-$5,564 
PM Philip Morris International Inc.
-0.7%
-$9,919.35 
RSSB Return Stacked Global Stocks & Bonds ETF
-0.7%
-$5,444.46 
META Meta Platforms Inc Class A
-0.69%
-$25,773.44 
LHX L3Harris Technologies, Inc.
-0.69%
-$1,930.25 
GVAL Cambria Global Value ETF
-0.67%
-$1,799.78 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.67%
-$1,625.4 
VTV Vanguard Morningstar Value ETF
-0.67%
-$2,872.8 
IYM iShares U.S. Basic Materials ETF
-0.65%
-$6,181.49 
VYM Vanguard High Dividend Yield ETF
-0.65%
-$3,365.25 
MLI Mueller Industries, Inc.
-0.64%
-$1,276.1 
DSU BlackRock Debt Strategies Fund, Inc.
-0.64%
-$767.09 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$11,085.99 
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF
-0.64%
-$2,862.35 
O Realty Income Corp.
-0.63%
-$2,180.53 
KLAC KLA Corporation
-0.63%
-$5,189.25 
GOOG Alphabet Inc
-0.61%
-$6,025.04 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.58%
-$2,338.56 
AAPL Apple Inc.
-0.57%
-$84,500.46 
AMZN Amazon.com Inc
-0.57%
-$27,284.47 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.56%
-$2,254.68 
VBR Vanguard Small-Cap Value ETF
-0.56%
-$4,386.15 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.54%
-$3,140.86 
GWW W.W. Grainger Inc.
-0.54%
-$1,696.23 
NOC Northrop Grumman Corporation
-0.53%
-$2,900 
CGDV Capital Group Dividend Value ETF
-0.52%
-$12,322.87 
CGIC Capital Group International Core Equity ETF
-0.52%
-$3,921.84 
CGDG Capital Group Dividend Growers ETF
-0.51%
-$6,561 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.51%
-$67,571.7 
SCHD Schwab U.S. Dividend Equity ETF
-0.51%
-$11,775.6 
APD Air Products and Chemicals Inc.
-0.51%
-$1,717.56 
LIN Linde plc
-0.5%
-$1,701.34 
VB Vanguard Small-Cap ETF
-0.49%
-$4,932.07 
CAIE Calamos Autocallable Income ETF
-0.49%
-$1,990.56 
SCHF Schwab International Equity ETF
-0.48%
-$1,688.44 
VOO Vanguard S&P 500 ETF
-0.48%
-$2,373 
IVV iShares Core S&P 500 ETF
-0.48%
-$3,862.77 
VONE Vanguard Russell 1000 ETF
-0.47%
-$2,759.54 
SPY State Street SPDR S&P 500 ETF Trust
-0.46%
-$6,867.64 
APP AppLovin Corporation Class A Common Stock
-0.46%
-$2,275.7 
VT Vanguard Total World Stock ETF
-0.46%
-$3,506.4 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.46%
-$135,604.12 
VEA Vanguard FTSE Developed Markets ETF
-0.46%
-$2,419.83 
VST Vistra Corp.
-0.44%
-$1,019.67 
EZM WisdomTree U.S. MidCap Fund
-0.43%
-$1,082.33 
QGRO American Century U.S. Quality Growth ETF
-0.42%
-$984.55 
PCN PIMCO Corporate & Income Strategy Fund
-0.42%
-$5,824.62 
PPA Invesco Aerospace & Defense ETF
-0.41%
-$1,294.72 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.41%
-$1,696.2 
IJR iShares Core S&P Small-Cap ETF
-0.4%
-$782.31 
IMTM iShares MSCI Intl Momentum Factor ETF
-0.4%
-$995.27 
SCHA Schwab U.S. Small-Cap ETF
-0.4%
-$1,180.53 
PHO Invesco Water Resources ETF
-0.38%
-$915.48 
LECO Lincoln Electric Holdings, Inc.
-0.37%
-$957.13 
RDFI Rareview Dynamic Fixed Income ETF
-0.37%
-$22,168.64 
NEE NextEra Energy Inc.
-0.37%
-$3,513.81 
SPYI NEOS S&P 500 High Income ETF
-0.36%
-$16,721.33 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.36%
-$699.16 
EXPD Expeditors International of Washington Inc.
-0.34%
-$1,089.42 
IVW iShares S&P 500 Growth ETF
-0.34%
-$1,041.13 
VUG Vanguard Morningstar Growth ETF
-0.33%
-$1,994.04 
BAB Invesco Taxable Municipal Bond ETF
-0.33%
-$8,846.12 
FBCG Fidelity Blue Chip Growth ETF
-0.33%
-$3,255.33 
BUCK Simplify Treasury Option Income ETF
-0.3%
-$1,867.88 
AGX Argan Inc.
-0.3%
-$552.41 
PSA Public Storage
-0.3%
-$1,479.36 
IDMO Invesco S&P International Developed Momentum ETF
-0.29%
-$5,058.49 
GARP iShares MSCI USA Quality GARP ETF
-0.29%
-$774.18 
NVDA NVIDIA Corporation
-0.29%
-$57,450.13 
ETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
-0.28%
-$4,341.97 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.28%
-$628.1 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.28%
-$2,007.9 
GD General Dynamics Corp.
-0.27%
-$1,395.02 
USA Liberty All Star Equity Fund
-0.25%
-$409.9 
PPI Astoria Real Assets ETF
-0.25%
-$70,455.27 
AVUV Avantis U.S. Small Cap Value ETF
-0.24%
-$1,693.6 
EXR Extra Space Storage Inc.
-0.23%
-$660.28 
SCHY Schwab International Dividend Equity ETF
-0.23%
-$4,470.99 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.21%
-$31,833.83 
WM Waste Management Inc.
-0.21%
-$1,028.16 
IWY iShares Russell Top 200 Growth ETF
-0.2%
-$715.72 
DMBS DoubleLine Mortgage ETF
-0.2%
-$43,044.12 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.2%
-$1,429.48 
XSMO Invesco S&P SmallCap Momentum ETF
-0.18%
-$2,759.96 
ROP Roper Technologies Inc.
-0.16%
-$483.49 
SHLD Global X Defense Tech ETF
-0.15%
-$497.13 
BND Vanguard Total Bond Market ETF
-0.15%
-$466.83 
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF
-0.14%
-$1,339.92 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.14%
-$608.49 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.12%
-$409.42 
SPYH NEOS S&P 500 Hedged Equity Income ETF
-0.12%
-$505.84 
AGGA EA Astoria Beacon Dynamic Core US Fixed Income ETF
-0.12%
-$49,885.99 
IYZ iShares U.S. Telecommunications ETF
-0.12%
-$881.55 
XMMO Invesco S&P MidCap Momentum ETF
-0.12%
-$2,673.44 
GILD Gilead Sciences Inc.
-0.11%
-$774.35 
BKGI BNY Mellon Global Infrastructure Income ETF
-0.11%
-$411.12 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$218.5 
CPRO Calamos Russell 2000 Structured Alt Protection ETF - October
-0.11%
-$293.74 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
-0.1%
-$1,278.7 
ZION Zions Bancorporation, National Association
-0.09%
-$208.32 
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF
-0.09%
-$5,920.87 
DVYE iShares Emerging Markets Dividend ETF
-0.09%
-$1,289.01 
TMFC Motley Fool 100 Index ETF
-0.08%
-$580.97 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$3,161.5 
NPFI Nuveen Preferred and Income ETF
-0.08%
-$3,640.76 
GOVT iShares U.S. Treasury Bond ETF
-0.08%
-$210.54 
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF
-0.07%
-$538.96 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
-0.05%
-$237.12 
ALLW State Street Bridgewater All Weather ETF
-0.03%
-$3,325.64 
GEV GE Vernova Inc.
-0.03%
-$98.49 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.02%
-$1,128.93 
IDV iShares International Select Dividend ETF
-0.01%
-$366.91 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
0%
-$25.86 Events
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Dividends
Dividend Analysis
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| Trades 3819 | Longs Won 2310/3819 60% | Profit Factor 4.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $278,956.52 |
| Average Win $62,725.23 | Best Trade (Oct 21) $13.39M | Sharpe Ratio -35.65 |
| Average Loss -$22,194.65 | Worst Trade (Oct 23) -$916,499.58 | Z-Score -5.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 3d | Expectancy $29,170.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,677 | $8.42M | $14.78M | - | $6.35M | 75.43% | -0.569% |
| ABBV AbbVie Inc. | 10,976 | $2.44M | $3.14M | - | $706,112.09 | 28.99% | +0.382% |
| ABT Abbott Laboratories | 3,322 | $370,795.22 | $343,743.95 | - | -$27,051.27 | -7.3% | +0.941% |
| ADI Analog Devices, Inc. | 510 | $202,556.71 | $198,359.4 | - | -$4,197.31 | -2.07% | +0.824% |
| ADM Archer-Daniels-Midland Company | 5,782 | $290,808.06 | $462,935.83 | - | $172,127.77 | 59.19% | +0.282% |
| ADP Automatic Data Processing Inc. | 2,736 | $793,050.18 | $834,028.56 | - | $40,978.38 | 5.17% | -1.008% |
| AEM Agnico Eagle Mines Limited | 1,310 | $220,813.6 | $227,154 | - | $6,340.4 | 2.87% | -1.561% |
| AEP American Electric Power Company, Inc. | 2,525 | $308,305.71 | $325,220 | - | $16,914.29 | 5.49% | -1.408% |
| AFL Aflac Incorporated | 3,483 | $256,111.77 | $418,900.41 | - | $162,788.64 | 63.56% | -2.434% |
| AGGA EA Astoria Beacon Dynamic Core US Fixed Income ETF | 1.68M | $42.36M | $41.17M | - | -$1.19M | -2.81% | -0.121% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 158,075 | $3.99M | $3.95M | - | -$43,844.13 | -1.1% | -0.08% |
| AGX Argan Inc. | 558 | $182,006.16 | $183,754.98 | - | $1,748.82 | 0.96% | -0.3% |
| AIZ Assurant Inc. | 893 | $239,306.14 | $254,500.53 | - | $15,194.39 | 6.35% | -1.335% |
| ALL The Allstate Corporation | 2,717 | $586,251.93 | $691,082.53 | - | $104,830.6 | 17.88% | -1.831% |
| ALLW State Street Bridgewater All Weather ETF | 332,564 | $9.41M | $9.68M | - | $262,642.31 | 2.79% | -0.034% |
| AMAT Applied Materials Inc. | 1,680 | $568,973.46 | $637,560 | - | $68,586.54 | 12.05% | +1.044% |
| AMD Advanced Micro Devices Inc. | 889 | $180,849.27 | $458,203.93 | - | $277,354.66 | 153.36% | +1.474% |
| AMGN Amgen Inc. Common Stock | 2,028 | $583,634.37 | $895,299.54 | - | $311,665.17 | 53.4% | -1.299% |
| AMLP Alerian MLP ETF | 63,891 | $3.14M | $3.4M | - | $267,155.78 | 8.52% | +1.719% |
| AMP Ameriprise Financial Inc. | 775 | $277,413.45 | $379,509.75 | - | $102,096.3 | 36.8% | -1.437% |
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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 - $3.1M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $2.98M, and State Street SPDR Portfolio Intermediate Term Treasury ETF - $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 Inc - $442,086.49, SPDR Portfolio Long Term Treasury ETF - $376,404.33, Zeta Global Holdings Corp. Class A Common Stock - $357,414.08, State Street 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 $31.57M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.97M, EA Astoria Beacon Dynamic Core US Fixed Income ETF - $1.62M, State Street SPDR Portfolio Developed World ex-US ETF - $1.45M, State Street SPDR Portfolio Intermediate Term Treasury ETF - $1.32M, and Astoria Real Assets ETF - $1.22M. 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.
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