Sue Oleari Portfolio
Invests via Trifecta Capital Advisors LLC | Managed by Sue Oleari, Jeff Berman, Paul Tromp
Invests via Trifecta Capital Advisors LLC
Managed by Sue Oleari, Jeff Berman, Paul Tromp
Automatically Tracked
Sue Oleari Profile
Sue Oleari boasts a significant background in investment banking, specializing in financial advisory and corporate development within the technology sector. With years of experience leading critical transactions for high-growth companies, she has earned recognition for her ability to foster strategic partnerships that enhance market position and drive innovation. Her expertise extends beyond traditional finance, as she actively engages with startups to develop scalable solutions that address emerging market needs. As an influential figure in fostering entrepreneurship, she plays a vital role in mentoring future leaders while facilitating connections between established firms and budding enterprises.
Sue Oleari boasts a significant background in investment banking, specializing in financial advisory and corporate development within the technology sector. With years of experience leading critical transactions for high-growth companies, she has earned recognition for her ability to foster strategic partnerships that enhance market position and drive innovation. Her expertise extends beyond traditional finance, as she actively engages with startups to develop scalable solutions that address emerging market needs. As an influential figure in fostering entrepreneurship, she plays a vital role in mentoring future leaders while facilitating connections between established firms and budding enterprises.
Investment Philosophy & Strategy
Growth opportunities in the technology sector motivate investing decisions. Sue Oleari leverages her extensive expertise to identify and support startups poised for significant expansion. Her strategic vision involves cultivating partnerships that not only enhance market positioning but also unlock innovative solutions tailored to evolving customer demands. With a focus on fostering entrepreneurship, she nurtures early-stage companies while guiding them towards scalability and operational efficiency. This approach allows for an agile response to emerging trends, promoting sustainable growth within her portfolio.
Growth opportunities in the technology sector motivate investing decisions. Sue Oleari leverages her extensive expertise to identify and support startups poised for significant expansion. Her strategic vision involves cultivating partnerships that not only enhance market positioning but also unlock innovative solutions tailored to evolving customer demands. With a focus on fostering entrepreneurship, she nurtures early-stage companies while guiding them towards scalability and operational efficiency. This approach allows for an agile response to emerging trends, promoting sustainable growth within her portfolio.
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:
96.76%
Gain +1.83%
Monthly
2.15%
Yearly
29.13%
Drawdown
25.23%
$745.75M
Equity
Holdings
$745.75M
Investment
$426.94M
$338.38M
Profit +$9.01M
Realized
$19.57M
Unrealized
$318.81M
Dividends
$15.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.83%
Profit
$9.01M
Win %
79%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$8.47M
Win %
79%
This Month
Compared to last month
Gain
-2.78%
Profit
-$21.33M
Win %
79%
This Year
Compared to last year
Gain
15.46%
Profit
$99.87M
Win %
78%
MMM 3M Company
+9.62%
+$1,606.5 
STX Seagate Technology Holdings plc
+9.08%
+$1,238.28 
NBIS Nebius Group N.V.
+8.42%
+$33,836 
MU Micron Technology, Inc.
+7.33%
+$47,549.99 
CRCL Circle Internet Group, Inc.
+7.01%
+$610.47 
ONDS Ondas Holdings Inc.
+6.55%
+$45 
AMAT Applied Materials, Inc.
+6.49%
+$3,993.79 
HOOD Robinhood Markets, Inc.
+6.36%
+$237,349.27 
MRVL Marvell Technology, Inc.
+6%
+$15,373.81 
MSTR Strategy Inc.
+5.54%
+$14,417.2 
DELL Dell Technologies Inc.
+5.43%
+$1,305.36 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+5.26%
+$5,333.28 
AMD Advanced Micro Devices, Inc.
+4.55%
+$725,834.3 
RIOT Riot Platforms, Inc.
+4.42%
+$19.36 
ANET Arista Networks, Inc.
+4.06%
+$6,591.03 
KLAC KLA Corporation
+4.02%
+$166.8 
POWL Powell Industries Inc.
+3.98%
+$81.81 
TWST Twist Bioscience Corporation
+3.91%
+$1,624.5 
FCX Freeport-McMoRan Inc.
+3.86%
+$77.18 
COPX Global X Copper Miners ETF
+3.6%
+$2,660 
WAT Waters Corporation
+3.6%
+$167.18 
ORCL Oracle Corporation
+3.59%
+$144,738.92 
TXG 10x Genomics Inc.
+3.55%
+$322.35 
IX Orix Corporation Sponsored ADR
+3.52%
+$540 
LRCX Lam Research Corporation
+3.48%
+$430,375.78 
ASML ASML Holding N.V. New York Registry Shares
+3.31%
+$921.68 
LFUS Littelfuse Inc.
+2.85%
+$3,440.43 
BYSI BeyondSpring Inc.
+2.82%
+$52.5 
PZG Paramount Gold Nevada Corp.
+2.65%
+$1,422 
COPJ Sprott Junior Copper Miners ETF
+2.6%
+$981.6 
IBKR Interactive Brokers Group Inc.
+2.6%
+$485.52 
IBIT iShares Bitcoin Trust
+2.51%
+$17.57 
GRAL Grail, Inc.
+2.44%
+$13,985.5 
VRT Vertiv Holdings Co
+2.44%
+$204,274.21 
CDNS Cadence Design Systems, Inc.
+2.35%
+$8,497.21 
NVA Nova Minerals Ltd. ADR
+2.34%
+$5,924 
CEG Constellation Energy Corporation
+2.24%
+$1,377.81 
TSLA Tesla, Inc.
+2.16%
+$4,005.49 
CCJ Cameco Corporation
+2.16%
+$1,143.75 
ISRG Intuitive Surgical, Inc.
+2.11%
+$109,857.55 
KTOS Kratos Defense & Security Solutions, Inc.
+2.1%
+$193 
UNH UnitedHealth Group Incorporated
+2.1%
+$6,935.48 
XRPR REX-Osprey XRP ETF
+2.09%
+$142.5 
NEM Newmont Corporation
+2.03%
+$14.48 
IAUX I-80 Gold Corp.
+1.98%
+$875 
IEMG iShares Core MSCI Emerging Markets ETF
+1.98%
+$532.44 
MRSH Marsh & McLennan Companies, Inc.
+1.93%
+$704 
XLK State Street Technology Select Sector SPDR ETF
+1.89%
+$67,020.64 
MS Morgan Stanley
+1.89%
+$237,088.6 
AVAV AeroVironment Inc.
+1.88%
+$53.6 
AIQ Global X Artificial Intelligence & Technology ETF
+1.88%
+$3,862.8 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+1.86%
+$838.7 
F Ford Motor Company
+1.72%
+$240 
GEV GE Vernova Inc.
+1.71%
+$2,692.23 
B BARRICK MINING CORP Common Stock (ABR0)
+1.69%
+$3,687.5 
MRK Merck & Co., Inc.
+1.59%
+$11,331.54 
CAT Caterpillar Inc.
+1.59%
+$346,742.89 
VGT Vanguard Information Technology ETF
+1.52%
+$3,935.36 
ESLT Elbit Systems Ltd.
+1.47%
+$442.4 
ARKG ARK Genomic Revolution ETF
+1.41%
+$83.7 
FTC First Trust Large Cap Growth Fund
+1.4%
+$692.76 
RIVN Rivian Automotive, Inc.
+1.39%
+$72 
UBS UBS Group AG
+1.39%
+$68.64 
TEL TE Connectivity plc
+1.36%
+$389.16 
ICLN iShares Global Clean Energy ETF
+1.35%
+$67.37 
ALGN Align Technology, Inc.
+1.33%
+$640.75 
VWO Vanguard FTSE Emerging Markets ETF
+1.3%
+$4,415.24 
USAU U.S. Gold Corp.
+1.27%
+$45 
QQQ Invesco QQQ Trust, Series 1
+1.25%
+$715,892.48 
NIO Nio Inc.
+1.25%
+$0.24 
SNOW Snowflake Inc.
+1.25%
+$2,629.55 
HMC Honda Motor Co., Ltd.
+1.24%
+$175 
SE Sea Ltd.
+1.2%
+$66.04 
GLD SPDR Gold Shares
+1.17%
+$12,521.57 
CWB SPDR Bloomberg Convertible Securities ETF
+1.16%
+$8,099.48 
GS The Goldman Sachs Group, Inc.
+1.15%
+$160,004.37 
IAU iShares Gold Trust
+1.14%
+$8.6 
QCOM QUALCOMM Incorporated
+1.13%
+$82.99 
SCHA Schwab U.S. Small-Cap ETF
+1.12%
+$123.88 
IWP iShares Russell Mid-Cap Growth ETF
+1.09%
+$1,724.73 
KLAR Klarna Group Plc
+1.09%
+$37.52 
HON Honeywell International Inc.
+1.07%
+$773.96 
NVDA NVIDIA Corporation
+1.06%
+$523,551.6 
XBI SPDR S&P Biotech ETF
+1.06%
+$392 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.03%
+$54.9 
XOM Exxon Mobil Corporation
+1%
+$9,752.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1%
+$1,566.99 
IWF iShares Russell 1000 Growth ETF
+1%
+$2,056.32 
DOW Dow Inc.
+0.92%
+$112 
JPM JPMorgan Chase & Co.
+0.89%
+$85,252.23 
ETN Eaton Corporation plc
+0.87%
+$77,767.56 
COP ConocoPhillips
+0.83%
+$274.56 
CSCO Cisco Systems, Inc.
+0.8%
+$9,907.58 
FANG Diamondback Energy Inc
+0.8%
+$2,527.2 
HWM Howmet Aerospace Inc.
+0.8%
+$130.2 
EQIX Equinix, Inc.
+0.79%
+$922.3 
IBB iShares Biotechnology ETF
+0.77%
+$429 
IWO iShares Russell 2000 Growth ETF
+0.77%
+$4,967.84 
ABBV AbbVie Inc.
+0.75%
+$77,740.82 
AVGO Broadcom Inc.
+0.74%
+$130,613.85 
PWR Quanta Services Inc.
+0.74%
+$14.01 
GE General Electric Company
+0.71%
+$1,512.14 
LLY Eli Lilly and Company
+0.66%
+$195,051.4 
APD Air Products and Chemicals, Inc.
+0.65%
+$1,227.48 
NFLX Netflix, Inc.
+0.64%
+$24,032.7 
JCI Johnson Controls International plc
+0.62%
+$3,629.64 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.61%
+$1,727.2 
APP AppLovin Corporation Class A Common Stock
+0.59%
+$42.67 
DAL Delta Air Lines, Inc.
+0.58%
+$1,470 
EQT EQT Corporation
+0.57%
+$56 
BAC Bank of America Corporation
+0.56%
+$1,870 
AMGN Amgen Inc.
+0.53%
+$30,864.4 
VXF Vanguard Extended Market ETF
+0.53%
+$1,178.75 
VUG Vanguard Growth ETF
+0.5%
+$1,019.1 
VO Vanguard Mid-Cap ETF
+0.46%
+$115.44 
IVV iShares Core S&P 500 ETF
+0.46%
+$91,276 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$14,530.67 
UBER Uber Technologies, Inc.
+0.44%
+$37,070.08 
BLK BlackRock, Inc.
+0.44%
+$26,952.58 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$92,342.3 
SCHK Schwab 1000 Index ETF
+0.43%
+$12.4 
VOO Vanguard S&P 500 ETF
+0.41%
+$6,963.79 
VTWO Vanguard Russell 2000 ETF
+0.41%
+$111.84 
IWM iShares Russell 2000 ETF
+0.4%
+$17,253.96 
XPEV Xpeng Inc.
+0.38%
+$0.1 
RTX RTX Corporation
+0.37%
+$385.2 
XLI Industrial Select Sector SPDR Fund
+0.35%
+$129.15 
EMR Emerson Electric Co.
+0.35%
+$48 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.35%
+$683.77 
VB Vanguard Small-Cap ETF
+0.35%
+$363.87 
OEF iShares S&P 100 ETF
+0.34%
+$2,742.92 
IWB iShares Russell 1000 ETF
+0.33%
+$675 
NTRA NATERA INC (Common Stock) – ticker 45E
+0.32%
+$425 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$75,100.98 
MP MP Materials Corp.
+0.31%
+$308 
VRTX Vertex Pharmaceuticals Incorporated
+0.3%
+$24,297.65 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$36,621.45 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.29%
+$54.83 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.28%
+$65.52 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.28%
+$514.8 
IJR iShares Core S&P Small-Cap ETF
+0.28%
+$81,896.75 
MAR Marriott International Inc. - Class A
+0.27%
+$2,011.91 
META Meta Platforms Inc Class A
+0.26%
+$39,731.17 
CVX Chevron Corporation
+0.25%
+$2,070.96 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.23%
+$76.11 
VHT Vanguard Health Care ETF
+0.2%
+$142.8 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.2%
+$36 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.18%
+$359.36 
GEHC GE HealthCare Technologies Inc.
+0.13%
+$0.32 
DOV Dover Corporation
+0.13%
+$628.85 
SPOT Spotify Technology S.A.
+0.11%
+$1,522.61 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.09%
+$9 
IVE ISHARES S&P 500 VALUE ETF
+0.07%
+$148.58 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.07%
+$204 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$4.05 
XLV Health Care Select Sector SPDR Fund
+0.06%
+$1,087.83 
VIG Vanguard Dividend Appreciation ETF
+0.05%
+$662.4 
D Dominion Energy, Inc.
+0.04%
+$33 
ARLP Alliance Resource Partners, L.P.
+0.04%
+$35 
DFUV Dimensional US Marketwide Value ETF
+0.04%
+$42.54 
MAGS Roundhill Magnificent Seven Fund
+0.03%
+$20 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.02%
+$39.03 
CTEX ProShares S&P Kensho Cleantech ETF
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DRTS Alpha Tau Medical Ltd.
-3.12%
-$4,074 
ADBE Adobe Inc.
-2.8%
-$492.38 
LYV Live Nation Entertainment, Inc.
-2.17%
-$1,691.28 
ACEL Accel Entertainment Inc.
-2.11%
-$2,377.44 
WM Waste Management, Inc.
-2.05%
-$5,774.16 
ARMP Armata Pharmaceuticals Inc.
-1.78%
-$64.26 
GILD Gilead Sciences Inc.
-1.75%
-$7,432.73 
CME CME Group Inc.
-1.74%
-$2,523.57 
CRM Salesforce Inc
-1.74%
-$81,119.95 
LMT Lockheed Martin Corporation
-1.72%
-$99,180.04 
SHOP Shopify Inc.
-1.67%
-$6,847.5 
WCN Waste Connections Inc.
-1.64%
-$2,207.53 
SAP SAP SE Sponsored ADR
-1.64%
-$137.27 
PANW Palo Alto Networks, Inc.
-1.63%
-$401,349.84 
CRWD CrowdStrike Holdings, Inc.
-1.62%
-$290,663.86 
SHAK Shake Shack Inc.
-1.6%
-$6,552 
TMO Thermo Fisher Scientific Inc.
-1.58%
-$99,869.34 
INTU Intuit Inc.
-1.54%
-$99.44 
MUSA Murphy USA Inc.
-1.46%
-$4,317.76 
NOW ServiceNow, Inc.
-1.43%
-$62,646 
TJX The TJX Companies, Inc.
-1.4%
-$102,730.32 
ODV Osisko Development Corp.
-1.32%
-$39 
WMB The Williams Companies, Inc.
-1.19%
-$215.6 
CLX The Clorox Company
-1.18%
-$2,679 
IDXX IDEXX Laboratories, Inc.
-1.18%
-$1,062.4 
EMBC Embecta Corp.
-1.16%
-$0.84 
RPM RPM International Inc.
-1.14%
-$346.5 
AMZN Amazon.com Inc
-1.11%
-$362,084.63 
ZTS Zoetis Inc.
-1.1%
-$504 
ADP Automatic Data Processing Inc.
-1.08%
-$418.27 
HD The Home Depot, Inc.
-1.04%
-$72,808.97 
GWW W.W. Grainger, Inc.
-1.03%
-$846.9 
TRV The Travelers Companies, Inc.
-1.02%
-$1,316 
BSX Boston Scientific Corporation
-1%
-$21,259.04 
COST Costco Wholesale Corporation
-1%
-$163,522.23 
DOX Amdocs Limited
-0.97%
-$141.62 
CSX CSX Corporation
-0.94%
-$987 
MCD McDonald's Corporation
-0.93%
-$1,167.81 
MELI MercadoLibre, Inc.
-0.92%
-$1,015.5 
PG Procter & Gamble Co
-0.92%
-$5,042.97 
FTNT Fortinet Inc.
-0.92%
-$2,021.25 
LHX L3Harris Technologies, Inc.
-0.91%
-$41,687.24 
V Visa Inc. Class A
-0.91%
-$90,121.48 
VMC Vulcan Materials Company
-0.9%
-$609.73 
ACN Accenture plc Class A
-0.9%
-$1,379.17 
KMB Kimberly-Clark Corporation
-0.89%
-$758.4 
MA Mastercard Incorporated
-0.84%
-$197.8 
AAPL Apple Inc.
-0.84%
-$321,823.96 
AWK American Water Works Company, Inc.
-0.81%
-$1,133.99 
CTAS Cintas Corporation
-0.8%
-$891 
LOW Lowe's Companies Inc.
-0.79%
-$6,342.34 
TTWO Take-Two Interactive Software, Inc.
-0.78%
-$748 
MCK McKesson Corporation
-0.78%
-$1,297 
AEP American Electric Power Company, Inc.
-0.76%
-$995 
GOOG Alphabet Inc
-0.74%
-$194,927.2 
SO The Southern Company
-0.73%
-$724.5 
GOOGL Alphabet Inc
-0.71%
-$37,755.03 
BDX Becton, Dickinson and Company
-0.66%
-$106.58 
DDOG Datadog, Inc. Class A Common Stock
-0.66%
-$501.7 
NSC Norfolk Southern Corporation
-0.62%
-$1,242 
PLTR Palantir Technologies Inc.
-0.62%
-$57,014.22 
IBM International Business Machines Corporation
-0.61%
-$128.38 
LIN Linde plc
-0.61%
-$480.48 
SBUX Starbucks Corporation
-0.6%
-$19,890.36 
COF Capital One Financial Corporation
-0.58%
-$3,899.83 
MSFT Microsoft Corp.
-0.55%
-$160,544.46 
SWX Southwest Gas Holdings Inc.
-0.53%
-$490 
WMT Walmart Inc.
-0.53%
-$32,610.48 
ABT Abbott Laboratories
-0.5%
-$848.64 
AFG American Financial Group Inc.
-0.48%
-$965.99 
T AT&T Inc.
-0.48%
-$399 
AMP Ameriprise Financial, Inc.
-0.46%
-$3,036.6 
BRK-A Berkshire Hathaway Inc.
-0.45%
-$32,893.3 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$183.77 
PEP PepsiCo, Inc.
-0.42%
-$28.5 
EW Edwards Lifesciences Corporation
-0.41%
-$1,522.5 
EPD Enterprise Products Partners L.P.
-0.36%
-$509.6 
ET Energy Transfer L.P.
-0.34%
-$2,261 
DVY iShares Select Dividend ETF
-0.34%
-$9,163 
DE Deere & Company
-0.33%
-$40.95 
BRK-B Berkshire Hathaway Inc.
-0.32%
-$4,111.16 
GD General Dynamics Corporation
-0.32%
-$117 
KO The Coca-Cola Company
-0.29%
-$592.8 
OLED Universal Display Corporation
-0.28%
-$23 
LCID Lucid Group, Inc.
-0.28%
-$0.9 
AXP American Express Company
-0.26%
-$534.74 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$32.47 
ITT Itt Inc.
-0.23%
-$49.45 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.21%
-$18.19 
USB U.S. Bancorp
-0.21%
-$794.04 
EG Everest Group, Ltd.
-0.16%
-$48.8 
NEE NextEra Energy, Inc.
-0.14%
-$211.68 
CPT Camden Property Trust
-0.12%
-$21.71 
HCA HCA Healthcare Inc.
-0.11%
-$86 
ESS Essex Property Trust, Inc.
-0.1%
-$93 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.1%
-$79.35 
HEI Heico Corporation
-0.09%
-$10.5 
JNJ Johnson & Johnson
-0.09%
-$848.64 
BA Boeing Company
-0.07%
-$48.75 
SCHW Charles Schwab Corporation
-0.07%
-$11.97 
DIS The Walt Disney Company
-0.06%
-$87.84 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$30.06 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$118.89 
IWS iShares Russell Mid-Cap Value ETF
-0.04%
-$14.3 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$0.37 
NVO Novo Nordisk A/S Sponsored ADR
-0.03%
-$60.24 
BKR Baker Hughes Company
-0.02%
-$0.01 
DFAT Dimensional US Targeted Value ETF
-0.01%
-$11.16 
ITW Illinois Tool Works Inc.
-0.01%
-$31.5 Events
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Dividends
Dividend Analysis
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| Trades 2423 | Longs Won 1549/2423 63% | Profit Factor 14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.25M |
| Average Win $235,245.73 | Best Trade (Jul 22) $35.94M | Sharpe Ratio -12.57 |
| Average Loss -$29,770.54 | Worst Trade (Jul 21) -$3.57M | Z-Score 11.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 5d | Expectancy $139,651.75 |
| 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 | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Sue Oleari?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $4.47M, Palantir Technologies Inc - $3.67M, Apple Inc - $2.69M, Eli Lilly and Company - $2.02M, and SPDR S&P 500 ETF Trust - $1.87M. 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 - $1.53M, Regeneron Pharmaceuticals, Inc - $745,246.43, Bristol-Myers Squibb Company - $643,475.76, Spotify Technology S.A - $568,061.33, and Netflix, Inc - $562,475.57. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sue Oleari's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.93M earned over time. The largest contributors to dividend income include iShares Core S&P Small-Cap ETF - $1.03M, Invesco QQQ Trust, Series 1 - $760,602.93, SPDR S&P 500 ETF Trust - $712,577.54, iShares Core S&P 500 ETF - $678,790.83, and Microsoft Corp - $677,374.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sue Oleari's monthly returns?
Sue Oleari'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 Sue Oleari's strategy be considered aggressive or moderate?
Sue Oleari'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 Sue Oleari's strategy?
Sue Oleari'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.
