Craig Johnsen Portfolio
Invests via Fortitude Advisory Group LLC | Managed by Craig Johnsen
Invests via Fortitude Advisory Group LLC
Managed by Craig Johnsen
Automatically Tracked
Craig Johnsen Profile
With extensive expertise in operational leadership, Craig Johnsen is a pivotal figure in driving business growth and transformation. His career encompasses roles within various sectors, where he has consistently demonstrated an ability to enhance organizational performance through strategic initiatives. Recognized for his acumen in navigating complex market environments, he possesses a keen understanding of leveraging resources to achieve impactful results. Throughout his journey, John's insights have not only shaped corporate strategies but also provided critical perspectives on emerging trends within the industry. His contributions mark him as a significant player poised at the intersection of innovation and execution.
With extensive expertise in operational leadership, Craig Johnsen is a pivotal figure in driving business growth and transformation. His career encompasses roles within various sectors, where he has consistently demonstrated an ability to enhance organizational performance through strategic initiatives. Recognized for his acumen in navigating complex market environments, he possesses a keen understanding of leveraging resources to achieve impactful results. Throughout his journey, John's insights have not only shaped corporate strategies but also provided critical perspectives on emerging trends within the industry. His contributions mark him as a significant player poised at the intersection of innovation and execution.
Investment Philosophy & Strategy
In the realm of investment, Craig Johnsen exemplifies a transformation-focused mindset, fostering growth by identifying operational efficiencies and market opportunities. His strategic insights stem from deep experience across diverse sectors, allowing him to navigate challenges effectively while capitalizing on evolving trends. Prioritizing collaboration and innovation, he seeks to unlock potential in organizations through tactical initiatives that align resources with overarching business objectives. This blend of practical expertise and visionary thinking positions him uniquely within the investment landscape, empowering businesses to adapt and thrive amidst constant change.
In the realm of investment, Craig Johnsen exemplifies a transformation-focused mindset, fostering growth by identifying operational efficiencies and market opportunities. His strategic insights stem from deep experience across diverse sectors, allowing him to navigate challenges effectively while capitalizing on evolving trends. Prioritizing collaboration and innovation, he seeks to unlock potential in organizations through tactical initiatives that align resources with overarching business objectives. This blend of practical expertise and visionary thinking positions him uniquely within the investment landscape, empowering businesses to adapt and thrive amidst constant change.
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:
82.86%
Gain -1.39%
Monthly
1.09%
Yearly
13.91%
Drawdown
17.54%
$254M
Equity
Holdings
$254M
Investment
$181.43M
$89.74M
Profit -$2.6M
Realized
$17.17M
Unrealized
$72.57M
Dividends
$14.02M
Goals
Avg. 43% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.39%
Profit
-$2.6M
Win %
66%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$1.9M
Win %
66%
This Month
Compared to last month
Gain
-2.73%
Profit
-$7.13M
Win %
66%
This Year
Compared to last year
Gain
-2.75%
Profit
-$7.18M
Win %
67%
PCAR PACCAR Inc.
+3.85%
+$149,240.88 
HPE Hewlett Packard Enterprise Company
+3.02%
+$43,946.88 
AVGO Broadcom Inc.
+2.67%
+$141,061.42 
NOC Northrop Grumman Corporation
+2.54%
+$6,482.02 
SLB Schlumberger Limited
+2.32%
+$23,636.88 
NVDA NVIDIA Corporation
+2.3%
+$585,065.58 
SO The Southern Company
+2.08%
+$6,380.4 
JNJ Johnson & Johnson
+2%
+$16,340.1 
NWN Northwest Natural Holding Company
+1.92%
+$4,793.74 
BA Boeing Company
+1.88%
+$9,035.95 
XOM Exxon Mobil Corporation
+1.81%
+$8,883.05 
NEE NextEra Energy, Inc.
+1.68%
+$4,286.08 
TTE TotalEnergies SE
+1.65%
+$6,008.52 
AMT American Tower Corporation
+1.63%
+$8,044.71 
AMD Advanced Micro Devices, Inc.
+1.45%
+$17,000.82 
LMT Lockheed Martin Corporation
+1.43%
+$5,248.94 
ETN Eaton Corporation plc
+0.98%
+$5,029.19 
JPM JPMorgan Chase & Co.
+0.86%
+$25,258.4 
EPD Enterprise Products Partners L.P.
+0.86%
+$6,180.9 
PNC The PNC Financial Services Group, Inc.
+0.85%
+$2,210.94 
MTB M&T Bank Corporation
+0.83%
+$2,881.44 
SHEL Shell plc
+0.65%
+$1,517.34 
RTX RTX Corporation
+0.62%
+$2,209.46 
PWR Quanta Services Inc.
+0.62%
+$12,269.13 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.35%
+$6,397.29 
KMI Kinder Morgan, Inc.
+0.34%
+$1,091.53 
KO The Coca-Cola Company
+0.28%
+$1,178.98 
EMR Emerson Electric Co.
+0.27%
+$1,570.32 
FIDU Fidelity MSCI Industrials Index ETF
+0.13%
+$568.8 
WELL Welltower Inc.
+0.03%
+$107.38 
CSCO Cisco Systems, Inc.
+0.03%
+$409.17 
VO Vanguard Mid-Cap ETF
+0.03%
+$290.54 
PG Procter & Gamble Co
+0.01%
+$107.69 
MRK Merck & Co., Inc.
+0.01%
+$27.28 
AEHR Aehr Test Systems
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
ALK Alaska Air Group Inc.
0%
$0 
ALMU Aeluma Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMKR Amkor Technology Inc.
0%
$0 
ASPI ASP Isotopes Inc.
0%
$0 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BE Bloom Energy Corporation
0%
+$0.03 
BLW BlackRock Limited Duration Income Trust
0%
$0 
BMAR Innovator U.S. Equity Buffer ETF
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CBRS Cerebras Systems Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CLSE Convergence Long/Short Equity Fund
0%
$0 
CPNM Calamos Nasdaq-100 Structured Alt Protection ETF – March
0%
$0 
CPSR Calamos S&P 500 Structured Alt Protection ETF – March
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
+$0.02 
CVX Chevron Corporation
0%
-$0.03 
DE Deere & Company
0%
$0 
DGXX
0%
$0 
DNN Denison Mines Corp.
0%
$0 
DNP DNP Select Income Fund Inc.
0%
$0 
DOV Dover Corporation
0%
$0 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EFR Eaton Vance Senior Floating-Rate Trust
0%
$0 
EIM Eaton Vance Municipal Bond Fund
0%
$0 
EME EMCOR Group, Inc.
0%
-$0.01 
ET Energy Transfer L.P.
0%
$0 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
0%
$0 
EVLN Eaton Vance Floating-Rate ETF
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
FBND Fidelity Total Bond ETF
0%
+$0.03 
FIP FTAI Infrastructure Inc.
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FTAI FTAI Aviation Ltd.
0%
$0 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
0%
$0 
GE General Electric Company
0%
-$0.02 
GEV GE Vernova Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
HACK Amplify Cybersecurity ETF
0%
$0 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
0%
$0 
HPQ HP Inc.
0%
$0 
HUBB Hubbell Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGF iShares Global Infrastructure ETF
0%
$0 
IIM Invesco Value Municipal Income Trust
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IQI Invesco Quality Municipal Income Trust
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.02 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JFR Nuveen Floating Rate Income Fund
0%
$0 
JPC Nuveen Preferred & Income Opportunities Fund
0%
$0 
JRS Nuveen Real Estate Income Fund
0%
$0 
KIO KKR Income Opportunities Fund
0%
$0 
LEO BNY Mellon Strategic Municipals, Inc.
0%
$0 
LIN Linde plc
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.01 
MFM MFS Municipal Income Trust
0%
$0 
MGF MFS Government Markets Income Trust
0%
$0 
MGX Metagenomi, Inc.
0%
$0 
MHD BlackRock MuniHoldings Fund Inc.
0%
$0 
MHF Western Asset Municipal High Income Fund
0%
$0 
MIN MFS Intermediate Income Trust
0%
$0 
MMT MFS Multimarket Income Trust
0%
$0 
MMU Western Asset Managed Municipals Fund
0%
$0 
MQY BlackRock MuniYield Quality Fund, Inc.
0%
$0 
MRAM Everspin Technologies Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
-$0.12 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.01 
MUA BlackRock MuniAssets Fund, Inc.
0%
$0 
NAD Nuveen Quality Municipal Income Fund
0%
$0 
NBB Nuveen Taxable Municipal Income Fund
0%
$0 
NBOS Neuberger Berman Option Strategy ETF
0%
$0 
NEA Nuveen AMT-Free Quality Municipal Income Fund
0%
$0 
NMAI Nuveen Multi-Asset Income Fund
0%
$0 
NMI Nuveen Municipal Income Fund Inc.
0%
$0 
NUV Nuveen Municipal Value Fund, Inc.
0%
$0 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
0%
$0 
NVTS Navitas Semiconductor Corporation
0%
$0 
NXP Nuveen Select Tax-Free Income Portfolio
0%
$0 
NZF Nuveen Municipal Credit Income Fund
0%
$0 
OIA Invesco Municipal Income Opportunities Trust
0%
$0 
PAXS PIMCO Access Income Fund
0%
$0 
PFE Pfizer Inc.
0%
$0 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
0%
$0 
PFL PIMCO Income Strategy Fund
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
PIM Putnam Master Intermediate Income Trust
0%
$0 
PMM Putnam Managed Municipal Income Trust
0%
$0 
PPT Putnam Premier Income Trust
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
REAX Real Brokerage Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SKE Skeena Resources Ltd.
0%
$0 
SMLF iShares U.S. Small-Cap Equity Factor ETF
0%
$0 
SNDK SanDisk Corporation
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
+$0.01 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTR Ventas Inc.
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
-$0.09 
VVR Invesco Senior Income Trust
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
BKT
-13.13%
-$49.82 
TLNE TALEN ENERGY CORP NEW
-11.02%
-$169,771.54 
SPCX Space Exploration Technologies Corp. Class A
-6.7%
-$14,788.08 
PLTR Palantir Technologies Inc.
-6.1%
-$13,898.62 
DT Dynatrace, Inc.
-3.48%
-$12,888.5 
AZ A2Z Cust2Mate Solutions Corp.
-3.41%
-$76,000 
INTC Intel Corporation
-2.68%
-$4,601.58 
META Meta Platforms Inc Class A
-2.58%
-$38,970.88 
PANW Palo Alto Networks, Inc.
-2.01%
-$9,830.96 
VRTX Vertex Pharmaceuticals Incorporated
-1.96%
-$4,875.31 
AMAT Applied Materials, Inc.
-1.88%
-$23,502.91 
GOOGL Alphabet Inc
-1.46%
-$47,422.23 
ROK Rockwell Automation, Inc.
-1.42%
-$7,348.21 
DAL Delta Air Lines, Inc.
-1.31%
-$2,620.71 
TSLA Tesla, Inc.
-1.3%
-$19,148.6 
VLO Valero Energy Corporation
-1.23%
-$5,144.87 
MU Micron Technology, Inc.
-1.17%
-$65,103 
UNH UnitedHealth Group Incorporated
-1.16%
-$4,747.69 
MO Altria Group, Inc.
-1.12%
-$4,045.06 
ABBV AbbVie Inc.
-1.09%
-$15,979.66 
AMZN Amazon.com Inc
-1.09%
-$68,334.3 
LLY Eli Lilly and Company
-1.05%
-$16,454.84 
ODFL Old Dominion Freight Line, Inc.
-0.85%
-$2,531.27 
XYL Xylem Inc.
-0.73%
-$1,715.7 
V Visa Inc. Class A
-0.68%
-$4,106.42 
AAPL Apple Inc.
-0.56%
-$46,433.15 
VUG Vanguard Growth ETF
-0.52%
-$4,783.5 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$12,242.74 
VGT Vanguard Information Technology ETF
-0.34%
-$2,663.32 
ICF iShares Cohen & Steers Realty Majors ETF
-0.29%
-$725.4 
DIS The Walt Disney Company
-0.28%
-$749.25 
PGX Invesco Preferred ETF
-0.28%
-$327.36 
VB Vanguard Small-Cap ETF
-0.27%
-$1,881.63 
COST Costco Wholesale Corporation
-0.21%
-$7,187.22 
NFLX Netflix, Inc.
-0.2%
-$596.82 
APH Amphenol Corporation
-0.19%
-$436.2 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.18%
-$360.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$1,370.56 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.16%
-$385.45 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.16%
-$2,434.3 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$6,839.31 
CAT Caterpillar Inc.
-0.07%
-$566.25 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-0.07%
-$148.63 
WWR Westwater Resources Inc.
-0.07%
-$8.31 
HD The Home Depot, Inc.
-0.04%
-$166.06 
TMFS The Motley Fool Small-Cap Growth Fund
-0.02%
-$76.17 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$70.19 Events
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Dividends
Dividend Analysis
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| Trades 4932 | Longs Won 2168/4932 43% | Profit Factor 5.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $211,165.76 |
| Average Win $51,474.06 | Best Trade (Jul 23) $9.91M | Sharpe Ratio -260.4 |
| Average Loss -$7,906.16 | Worst Trade (Jul 24) -$955,636.8 | Z-Score -0.19 (14.88%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 3d | Expectancy $18,196.1 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Craig Johnsen?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $4.99M, NVIDIA Corporation - $4.39M, Apple Inc - $1.65M, Eli Lilly and Company - $1.17M, and Walmart Inc - $1.05M. 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: Abacus Flexible Bond Leaders Mutual Fund - $507,873.5, The Walt Disney Company - $409,499, Albemarle Corporation - $318,120.32, Pfizer Inc - $311,214.67, and Nike, Inc. - Class B - $308,437.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Craig Johnsen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.02M earned over time. The largest contributors to dividend income include SPDR Bloomberg Investment Grade Floating Rate ETF - $966,597.69, Vanguard Ultra-Short Bond ETF - $557,452.01, AGNC Investment Corp. 10.1219% Perpetual Preferred Stock - $535,029.81, PACCAR Inc - $458,044.98, and Microsoft Corp - $369,934.54. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Craig Johnsen's monthly returns?
Craig Johnsen'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 Craig Johnsen's strategy be considered aggressive or moderate?
Craig Johnsen'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 Craig Johnsen's strategy?
Craig Johnsen'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.
