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:
94.19%
Gain -0.67%
Monthly
1.15%
Yearly
14.65%
Drawdown
17.86%
$261.89M
Equity
Holdings
$261.89M
Investment
$181.43M
$98.16M
Profit -$973,201.98
Realized
$17.7M
Unrealized
$80.46M
Dividends
$14.47M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$973,201.98
Win %
65%
This Week
Compared To Last Week
Gain
-1.15%
Profit
-$3.05M
Win %
65%
This Month
Compared to last month
Gain
-0.45%
Profit
-$1.19M
Win %
65%
This Year
Compared to last year
Gain
0.68%
Profit
$1.77M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$913,148.47 
AZ A2Z Cust2Mate Solutions Corp.
+9.43%
+$212,000 
ETN Eaton Corporation plc
+7.32%
+$35,953.7 
GOOG Alphabet Inc
+6.88%
+$111,266.68 
GOOGL Alphabet Inc
+6.73%
+$210,588.84 
VRT Vertiv Holdings Co
+6.18%
+$81,296.52 
ALMU Aeluma Inc.
+5.67%
+$32,683.29 
FTAI FTAI Aviation Ltd.
+4.3%
+$133,263 
AEHR Aehr Test Systems
+4.05%
+$44,572.52 
AMKR Amkor Technology Inc.
+3.34%
+$16,186.94 
META Meta Platforms Inc Class A
+3.28%
+$41,406.54 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$9,700.8 
MSFT Microsoft Corp.
+3.02%
+$372,533.97 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$23,445 
NVDA NVIDIA Corporation
+2.93%
+$700,360.91 
CVX Chevron Corporation
+2.35%
+$21,379.6 
MRVL Marvell Technology, Inc.
+2.32%
+$50,706.78 
GLW Corning Incorporated
+2.24%
+$12,780.54 
CSCO Cisco Systems, Inc.
+2.14%
+$33,142.77 
ROK Rockwell Automation, Inc.
+1.93%
+$10,067.67 
PANW Palo Alto Networks, Inc.
+1.89%
+$8,800.65 
VTR Ventas Inc.
+1.73%
+$4,399.53 
KMI Kinder Morgan, Inc.
+1.64%
+$5,159.96 
SHEL Shell plc
+1.62%
+$3,913.14 
HPE Hewlett Packard Enterprise Company
+1.61%
+$23,687.68 
HPQ HP Inc.
+1.53%
+$11,300.42 
VZ Verizon Communications Inc.
+1.52%
+$5,350.8 
LMT Lockheed Martin Corporation
+1.5%
+$6,230.86 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,644.16 
NOC Northrop Grumman Corporation
+1.43%
+$3,807.37 
PWR Quanta Services Inc.
+1.43%
+$29,209.35 
GE General Electric Company
+1.42%
+$10,336.65 
SLB Schlumberger Limited
+1.39%
+$14,882.48 
NMAI Nuveen Multi-Asset Income Fund
+1.38%
+$4,875.02 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
+1.24%
+$3,655.79 
HACK Amplify Cybersecurity ETF
+1.2%
+$2,950.21 
AMAT Applied Materials, Inc.
+1.18%
+$13,044.94 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$6,637.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$12,031.18 
VUG Vanguard Growth ETF
+1.1%
+$9,885.9 
PIM Putnam Master Intermediate Income Trust
+0.97%
+$1,864.05 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,968.72 
TTE TotalEnergies SE
+0.95%
+$3,613.82 
IBM International Business Machines Corporation
+0.86%
+$8,348.52 
GEV GE Vernova Inc.
+0.85%
+$11,027.37 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$4,594.49 
FIDU Fidelity MSCI Industrials Index ETF
+0.83%
+$3,697.2 
EMR Emerson Electric Co.
+0.79%
+$5,007.96 
TSLA Tesla, Inc.
+0.76%
+$9,185.04 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,459.6 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,623.74 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$41,977.97 
VOO Vanguard S&P 500 ETF
+0.71%
+$15,654.19 
CAT Caterpillar Inc.
+0.7%
+$4,864.85 
IVV iShares Core S&P 500 ETF
+0.69%
+$11,893.76 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$20,532.14 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$1,831.33 
PLTR Palantir Technologies Inc.
+0.65%
+$1,374.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$15,016.08 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$10,716 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$4,203.74 
NBOS Neuberger Berman Option Strategy ETF
+0.64%
+$2,052.18 
ET Energy Transfer L.P.
+0.59%
+$3,512.28 
MO Altria Group, Inc.
+0.57%
+$1,923.87 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,106.49 
APH Amphenol Corporation
+0.55%
+$1,279.51 
BMAR Innovator U.S. Equity Buffer ETF
+0.54%
+$1,303.71 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,142.18 
JFR Nuveen Floating Rate Income Fund
+0.52%
+$2,199.2 
ASPI ASP Isotopes Inc.
+0.5%
+$525.72 
DT Dynatrace, Inc.
+0.5%
+$1,903.02 
MRAM Everspin Technologies Inc.
+0.48%
+$1,088.57 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$8,529.72 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,204.07 
ALK Alaska Air Group Inc.
+0.45%
+$911.4 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.44%
+$1,046.43 
MIN MFS Intermediate Income Trust
+0.42%
+$2,199.28 
PFE Pfizer Inc.
+0.4%
+$970 
RTX RTX Corporation
+0.39%
+$1,533.84 
VLO Valero Energy Corporation
+0.38%
+$1,577.94 
AVGO Broadcom Inc.
+0.37%
+$19,702.08 
PG Procter & Gamble Co
+0.37%
+$2,855.11 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,474.16 
BAC Bank of America Corporation
+0.36%
+$3,163.38 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$733 
NBB Nuveen Taxable Municipal Income Fund
+0.33%
+$1,513.7 
NUV Nuveen Municipal Value Fund, Inc.
+0.33%
+$1,301.04 
MRK Merck & Co., Inc.
+0.32%
+$1,118.51 
PPT Putnam Premier Income Trust
+0.3%
+$178.86 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$1,610.89 
DOV Dover Corporation
+0.27%
+$554.4 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,139.81 
JPM JPMorgan Chase & Co.
+0.27%
+$7,967.44 
JPC Nuveen Preferred & Income Opportunities Fund
+0.26%
+$614.38 
CLSE Convergence Long/Short Equity Fund
+0.24%
+$544.48 
SO The Southern Company
+0.21%
+$654.4 
JNJ Johnson & Johnson
+0.21%
+$1,725.15 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,228.74 
MS Morgan Stanley
+0.17%
+$2,229.85 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,319.99 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.13%
+$264.24 
XYL Xylem Inc.
+0.13%
+$299.25 
CPSR Calamos S&P 500 Structured Alt Protection ETF – March
+0.11%
+$440.48 
ISRG Intuitive Surgical, Inc.
+0.1%
+$350.27 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$362.97 
WMT Walmart Inc.
+0.09%
+$1,073.22 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$270.87 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$355.91 
SOXX iShares Semiconductor ETF
+0.07%
+$991.83 
AEP American Electric Power Company, Inc.
+0.06%
+$144.34 
DIS The Walt Disney Company
+0.03%
+$83.25 
SHV iShares Short Treasury Bond ETF
+0.03%
+$106.38 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$169.46 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$5,365.37 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$29.65 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WWR Westwater Resources Inc.
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
CPNM Calamos Nasdaq-100 Structured Alt Protection ETF – March
0%
$0 BKT
BKT
0%
$0 
MGF MFS Government Markets Income Trust
0%
$0 DGXX
DGXX
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$1.07M 
AAPL Apple Inc.
-7.35%
-$615,427.48 
FIP FTAI Infrastructure Inc.
-6.75%
-$4,050 
LIN Linde plc
-5.95%
-$25,751.27 
MU Micron Technology, Inc.
-5.9%
-$296,407.49 
SNDK SanDisk Corporation
-5.09%
-$8,401.77 
DNN Denison Mines Corp.
-3.77%
-$8,250 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$6,840.38 
SKE Skeena Resources Ltd.
-2.85%
-$34,957.26 
QCOM QUALCOMM Incorporated
-2.63%
-$13,721.64 
ABBV AbbVie Inc.
-2.51%
-$36,924.29 
MGX Metagenomi, Inc.
-2.46%
-$1,115.7 
REAX Real Brokerage Inc.
-2.44%
-$2,497 
NWN Northwest Natural Holding Company
-2.22%
-$5,485.62 
BA Boeing Company
-2.15%
-$11,171.7 
CBRS Cerebras Systems Inc.
-2.15%
-$13,899.67 
NFLX Netflix, Inc.
-2%
-$6,223.98 
AMD Advanced Micro Devices, Inc.
-1.9%
-$19,884.52 
DNP DNP Select Income Fund Inc.
-1.74%
-$2,520.35 
UNH UnitedHealth Group Incorporated
-1.68%
-$6,659.95 
PHYS Sprott Physical Gold Trust
-1.61%
-$12,578 
LRCX Lam Research Corporation
-1.58%
-$12,722.93 
GLD SPDR Gold Shares
-1.49%
-$9,199.92 
OIA Invesco Municipal Income Opportunities Trust
-1.47%
-$1,212.12 
NVTS Navitas Semiconductor Corporation
-1.36%
-$2,489.25 
DAL Delta Air Lines, Inc.
-1.3%
-$2,715.15 
TJX The TJX Companies, Inc.
-1.21%
-$6,570.21 
IQI Invesco Quality Municipal Income Trust
-1.2%
-$3,090.72 
NEE NextEra Energy, Inc.
-1.15%
-$2,924.96 
DE Deere & Company
-1.13%
-$5,528.39 
INTC Intel Corporation
-1.02%
-$1,512.18 
KO The Coca-Cola Company
-1.02%
-$4,613.4 
XOM Exxon Mobil Corporation
-0.97%
-$4,960.26 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,378.2 
GILD Gilead Sciences Inc.
-0.81%
-$1,892.81 
PCAR PACCAR Inc.
-0.81%
-$33,164.64 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.74%
-$1,440.8 
MA Mastercard Incorporated
-0.74%
-$4,517.75 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$4,853.16 
MMT MFS Multimarket Income Trust
-0.69%
-$4,904.43 
MUA BlackRock MuniAssets Fund, Inc.
-0.69%
-$1,962.45 
DUK Duke Energy Corporation
-0.67%
-$1,526.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$6,117 
LEO BNY Mellon Strategic Municipals, Inc.
-0.65%
-$1,115.04 
AMGN Amgen Inc.
-0.64%
-$3,119.85 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$6,277.95 
NXP Nuveen Select Tax-Free Income Portfolio
-0.63%
-$2,864.34 
BE Bloom Energy Corporation
-0.63%
-$4,309.9 
AMT American Tower Corporation
-0.63%
-$3,314.33 
EME EMCOR Group, Inc.
-0.62%
-$1,763.58 
MHD BlackRock MuniHoldings Fund Inc.
-0.61%
-$7,351.4 
EVLN Eaton Vance Floating-Rate ETF
-0.6%
-$1,418.39 
SBUX Starbucks Corporation
-0.57%
-$3,507 
MFM MFS Municipal Income Trust
-0.56%
-$314.19 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$1,378.26 
KIO KKR Income Opportunities Fund
-0.54%
-$963.96 
LLY Eli Lilly and Company
-0.53%
-$8,134.51 
EIM Eaton Vance Municipal Bond Fund
-0.52%
-$1,182.75 
PFL PIMCO Income Strategy Fund
-0.52%
-$1,069.8 
WELL Welltower Inc.
-0.51%
-$1,825.46 
PMM Putnam Managed Municipal Income Trust
-0.48%
-$642.87 
EFR Eaton Vance Senior Floating-Rate Trust
-0.47%
-$993.95 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$3,388.4 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.44%
-$2,684 
MHF Western Asset Municipal High Income Fund
-0.44%
-$688.5 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,549.07 
PAXS PIMCO Access Income Fund
-0.42%
-$1,069.08 
HD The Home Depot, Inc.
-0.42%
-$1,538.75 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$1,674.08 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$1,212.61 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.4%
-$1,013.15 
MMU Western Asset Managed Municipals Fund
-0.4%
-$1,270.16 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,199.73 
VGT Vanguard Information Technology ETF
-0.38%
-$2,936.47 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$6,777.33 
NMI Nuveen Municipal Income Fund Inc.
-0.37%
-$1,076.8 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$875 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.34%
-$775.24 
VVR Invesco Senior Income Trust
-0.34%
-$568.37 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$900.16 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$2,475.6 
CEG Constellation Energy Corporation
-0.31%
-$3,529.98 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$26,637.45 
MTB M&T Bank Corporation
-0.29%
-$988.33 
IGF iShares Global Infrastructure ETF
-0.28%
-$1,404.1 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$5,705.18 
FBND Fidelity Total Bond ETF
-0.27%
-$1,605.24 
VTV Vanguard Value ETF
-0.27%
-$8,403.82 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$2,203.29 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,667.03 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$2,896.83 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,141.5 
HUBB Hubbell Inc.
-0.24%
-$444.6 
COST Costco Wholesale Corporation
-0.24%
-$8,579.53 
IIM Invesco Value Municipal Income Trust
-0.24%
-$855.6 
JRS Nuveen Real Estate Income Fund
-0.23%
-$441.82 
VB Vanguard Small-Cap ETF
-0.22%
-$1,533.13 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,311.12 
TMFS The Motley Fool Small-Cap Growth Fund
-0.17%
-$590.3 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$593.9 
BLW BlackRock Limited Duration Income Trust
-0.16%
-$329.54 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$419.76 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$573.48 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.14%
-$471.7 
EZU iShares MSCI Eurozone ETF
-0.12%
-$409.68 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$987.6 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$215.7 
PGX Invesco Preferred ETF
-0.09%
-$109.12 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$200.04 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$184.87 
VO Vanguard Mid-Cap ETF
-0.05%
-$581.08 
V Visa Inc. Class A
-0.04%
-$239.52 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$245.1 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$58.17 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4932 | Longs Won 2208/4932 44% | Profit Factor 5.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,211.29 |
| Average Win $54,431.41 | Best Trade (Sep 08) $10.83M | Sharpe Ratio -260.3 |
| Average Loss -$8,477.29 | Worst Trade (Aug 02) -$803,025.6 | Z-Score -9.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 5d | Expectancy $19,902.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,099 | $4.28M | $7.75M | - | $3.47M | 81.01% | -7.354% |
| ABBV AbbVie Inc. | 5,707 | $878,030.31 | $1.43M | - | $554,084.27 | 63.11% | -2.513% |
| AEHR Aehr Test Systems | 14,332 | $484,334.27 | $1.15M | - | $661,939.09 | 136.67% | +4.046% |
| AEP American Electric Power Company, Inc. | 2,062 | $225,321.2 | $263,626.7 | - | $38,305.5 | 17% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,566 | $844,804.52 | $834,071.42 | - | -$10,733.1 | -1.27% | -0.256% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 71,081 | $1.8M | $1.81M | - | $15,088.42 | 0.84% | +0.472% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,665 | $240,460.65 | $215,831.85 | - | -$24,628.8 | -10.24% | +0.341% |
| ALK Alaska Air Group Inc. | 4,340 | $226,548 | $205,933 | - | -$20,615 | -9.1% | +0.445% |
| ALMU Aeluma Inc. | 37,567 | $510,918.71 | $608,585.4 | - | $97,666.69 | 19.12% | +5.675% |
| AMAT Applied Materials, Inc. | 2,211 | $381,181.89 | $1.12M | - | $741,276.5 | 194.47% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,152 | $370,477.74 | $1.02M | - | $654,197.04 | 176.58% | -1.904% |
| AMGN Amgen Inc. | 1,258 | $312,569.67 | $484,531.28 | - | $171,961.61 | 55.02% | -0.64% |
| AMKR Amkor Technology Inc. | 10,054 | $275,574.52 | $501,392.98 | - | $225,818.46 | 81.94% | +3.336% |
| AMT American Tower Corporation | 3,013 | $582,603.8 | $522,333.68 | - | -$60,270.12 | -10.34% | -0.631% |
| AMZN Amazon.com Inc | 25,309 | $3.93M | $6.87M | - | $2.94M | 74.79% | +15.321% |
| APH Amphenol Corporation | 5,816 | $256,369.28 | $233,657.8 | - | -$22,711.48 | -8.86% | +0.551% |
| ASPI ASP Isotopes Inc. | 26,286 | $141,022.11 | $105,144 | - | -$35,878.11 | -25.44% | +0.503% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 16,593 | $200,664.86 | $583,575.81 | - | $382,910.95 | 190.82% | +1.15% |
| AVGO Broadcom Inc. | 13,682 | $2.25M | $5.33M | - | $3.08M | 136.92% | +0.371% |
| AZ A2Z Cust2Mate Solutions Corp. | 400,000 | $3.53M | $2.46M | - | -$1.07M | -30.25% | +9.431% |
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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 - $1.06M. 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 - $540,103.67, ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $509,387.22, The Walt Disney Company - $409,006.85, Albemarle Corporation - $318,092.92, and Pfizer Inc - $307,043.67. 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 $14.47M 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 - $744,810.73, AGNC Investment Corp. 10.1219% Perpetual Preferred Stock - $458,407.26, PACCAR Inc - $445,237.65, and PGIM Ultra Short Bond ETF - $400,976.78. 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.
