CJ
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:
56.09%
Gain +1.87%
Monthly
0.69%
Yearly
8.63%
Drawdown
13.68%
$253.35M
Equity
Holdings
$253.35M
Investment
$167.71M
$93.68M
Profit +$5.55M
Realized
$8.05M
Unrealized
$85.63M
Dividends
$13.03M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.87%
Profit
$5.55M
Win %
71%
This Week
Compared To Last Week
Gain
-2.11%
Profit
-$5.46M
Win %
71%
This Month
Compared to last month
Gain
-1.59%
Profit
-$4.1M
Win %
71%
This Year
Compared to last year
Gain
8.97%
Profit
$20.96M
Win %
70%
LRCX Lam Research Corporation
+12.79%
+$113,244.8 
FIP FTAI Infrastructure Inc.
+12.62%
+$8,100 
MRVL Marvell Technology, Inc.
+11.57%
+$339,390.3 
AMAT Applied Materials, Inc.
+11.35%
+$121,380.91 
USD ProShares Ultra Semiconductors
+11.19%
+$47,248.86 
CXH MFS Investment Grade Municipal Trust
+11.14%
+$13,431.7 
MU Micron Technology, Inc.
+11%
+$1.01M 
CRDO Credo Technology Group Holding Ltd.
+10.48%
+$99,430.84 
AEHR Aehr Test Systems
+10.3%
+$275,634.02 
ALMU Aeluma Inc.
+10.13%
+$80,086.64 
AMKR Amkor Technology Inc.
+9.12%
+$127,412.75 
NVTS Navitas Semiconductor Corporation
+8.54%
+$29,041.25 
SOXX iShares Semiconductor ETF
+8.36%
+$137,197.97 
AMD Advanced Micro Devices, Inc.
+8.18%
+$74,188.1 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+7.26%
+$81,161.55 
ASPI ASP Isotopes Inc.
+6.84%
+$10,414 
WWR Westwater Resources Inc.
+6.77%
+$900.22 
QCOM QUALCOMM Incorporated
+6.44%
+$50,692.58 
DNN Denison Mines Corp.
+6.18%
+$13,125 
BE Bloom Energy Corporation
+6.11%
+$46,403.5 
PANW Palo Alto Networks, Inc.
+5.88%
+$20,818.56 
BA Boeing Company
+5.76%
+$39,723.06 
SIVR abrdn Physical Silver Shares ETF
+5.66%
+$9,758.35 
VRT Vertiv Holdings Co
+5.49%
+$97,145.27 
GLW Corning Incorporated
+5.35%
+$36,283.64 
MRAM Everspin Technologies Inc.
+5.34%
+$13,773.8 
AMGN Amgen Inc.
+5.31%
+$22,878.67 
VST Vistra Corp
+5.2%
+$29,095.2 
ODFL Old Dominion Freight Line, Inc.
+5.11%
+$16,424.15 
ETN Eaton Corporation plc
+4.88%
+$23,931.18 
GEV GE Vernova Inc.
+4.87%
+$62,525.54 
XNTK SPDR NYSE Technology ETF
+4.78%
+$39,134.82 
SPMO Invesco S&P 500 Momentum ETF
+4.77%
+$26,742.44 
CAT Caterpillar Inc.
+4.61%
+$36,215.13 
MTUM iShares MSCI USA Momentum Factor ETF
+4.57%
+$13,933.91 
TSLA Tesla, Inc.
+4.51%
+$103,217.2 
SKE Skeena Resources Ltd.
+4.5%
+$50,195.04 
PWR Quanta Services Inc.
+4.46%
+$89,511.34 
IEMG iShares Core MSCI Emerging Markets ETF
+4.44%
+$18,214.31 
LMT Lockheed Martin Corporation
+4.41%
+$17,346.83 
EME EMCOR Group, Inc.
+4.36%
+$15,972.48 
GE General Electric Company
+4.25%
+$27,831.23 
ROK Rockwell Automation, Inc.
+3.87%
+$19,510.47 
TDG TransDigm Group Inc.
+3.84%
+$11,976.2 
GILD Gilead Sciences Inc.
+3.75%
+$7,533.97 
RTX RTX Corporation
+3.69%
+$13,479.9 
EZU iShares MSCI Eurozone ETF
+3.67%
+$11,090.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$19,247.7 
AVGO Broadcom Inc.
+3.61%
+$188,805.98 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$79,898.1 
SCHA Schwab U.S. Small-Cap ETF
+3.33%
+$18,780.09 
VGT Vanguard Information Technology ETF
+3.29%
+$22,671.36 
SBUX Starbucks Corporation
+3.28%
+$19,822.32 
GLD SPDR Gold Shares
+3.25%
+$20,190.05 
FIDU Fidelity MSCI Industrials Index ETF
+3.19%
+$12,112.42 
EMR Emerson Electric Co.
+3.18%
+$17,761.19 
PCAR PACCAR Inc.
+3.18%
+$112,372.04 
PHYS Sprott Physical Gold Trust
+3.07%
+$23,772.42 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$19,839.82 
QQQI Neos NASDAQ-100 High Income ETF
+2.92%
+$8,062.9 
SCHM Schwab U.S. Mid-Cap ETF
+2.9%
+$32,342.91 
SPHQ Invesco S&P 500 Quality ETF
+2.77%
+$7,528.23 
MS Morgan Stanley
+2.62%
+$33,571.48 
TLN Talen Energy Corporation
+2.58%
+$31,180.27 
NRG NRG Energy, Inc.
+2.53%
+$18,217.65 
VB Vanguard Small-Cap ETF
+2.48%
+$14,492.25 
IJH iShares Core S&P Mid-Cap ETF
+2.46%
+$16,346.11 
PFE Pfizer Inc.
+2.42%
+$6,304.78 
NVDA NVIDIA Corporation
+2.42%
+$611,517.1 
CSCO Cisco Systems, Inc.
+2.41%
+$39,513.76 
VWO Vanguard FTSE Emerging Markets ETF
+2.4%
+$7,771.23 
HD The Home Depot, Inc.
+2.36%
+$9,249.59 
IJR iShares Core S&P Small-Cap ETF
+2.35%
+$15,051.86 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$20,529.94 
LLY Eli Lilly and Company
+2.31%
+$33,532.5 
TMFS The Motley Fool Small-Cap Growth Fund
+2.25%
+$6,868.23 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$5,580.12 
HPE Hewlett Packard Enterprise Company
+2.19%
+$31,012.16 
SCHV Schwab U.S. Large-Cap Value ETF
+2.08%
+$17,049.04 
DIS The Walt Disney Company
+1.95%
+$4,931.85 
NOC Northrop Grumman Corporation
+1.95%
+$5,243.35 
CEG Constellation Energy Corporation
+1.92%
+$26,608.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$23,178.45 
VO Vanguard Mid-Cap ETF
+1.81%
+$21,333.52 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.79%
+$53,843.43 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$116,395.95 
VUG Vanguard Growth ETF
+1.78%
+$14,894.04 
VOO Vanguard S&P 500 ETF
+1.76%
+$32,855.26 
IVV iShares Core S&P 500 ETF
+1.75%
+$30,768.46 
SCHX Schwab U.S. Large-Cap ETF
+1.73%
+$27,912.56 
VTV Vanguard Value ETF
+1.7%
+$44,783.04 
MRK Merck & Co., Inc.
+1.66%
+$5,551.93 
MTB M&T Bank Corporation
+1.66%
+$5,453.4 
VONG Vanguard Russell 1000 Growth Fund
+1.63%
+$9,112.73 
XYL Xylem Inc.
+1.61%
+$3,451.35 
DE Deere & Company
+1.61%
+$7,137.01 
BNY BlackRock New York Municipal Income Trust
+1.5%
+$11,088 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.46%
+$14,996.16 
AMZN Amazon.com Inc
+1.37%
+$84,119.75 
JPM JPMorgan Chase & Co.
+1.35%
+$34,082.8 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$23,325.78 
IGF iShares Global Infrastructure ETF
+1.3%
+$3,739.28 
LIN Linde plc
+1.29%
+$5,246.55 
IBM International Business Machines Corporation
+1.26%
+$13,660.28 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$8,065.9 
MGX Metagenomi, Inc.
+1.22%
+$557.85 
AAPL Apple Inc.
+1.14%
+$83,576.34 
MQY BlackRock MuniYield Quality Fund, Inc.
+1.1%
+$6,710 
BAC Bank of America Corporation
+1.04%
+$8,515.8 
NMAI Nuveen Multi-Asset Income Fund
+1%
+$3,053.43 
MHD BlackRock MuniHoldings Fund Inc.
+0.94%
+$11,552.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.91%
+$4,232.95 
SLB Schlumberger Limited
+0.91%
+$8,702.67 
BMAR Innovator U.S. Equity Buffer ETF
+0.87%
+$2,062.88 
PNC The PNC Financial Services Group, Inc.
+0.83%
+$2,003.34 
NAD Nuveen Quality Municipal Income Fund
+0.8%
+$3,227.15 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$16,958.6 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.68%
+$1,591.18 
GOOG Alphabet Inc
+0.64%
+$11,403.48 
FBND Fidelity Total Bond ETF
+0.61%
+$3,730.93 
IQI Invesco Quality Municipal Income Trust
+0.6%
+$1,251.66 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
+0.6%
+$1,731.69 
PGX Invesco Preferred ETF
+0.6%
+$709.28 
NXP Nuveen Select Tax-Free Income Portfolio
+0.59%
+$2,705.21 
NZF Nuveen Municipal Credit Income Fund
+0.59%
+$3,985.2 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$1,838.1 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$4,819.5 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$4,779.34 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.56%
+$2,116.65 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.55%
+$1,305.43 
GOVT iShares U.S. Treasury Bond ETF
+0.53%
+$1,170.96 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.52%
+$1,322.17 
VVR Invesco Senior Income Trust
+0.5%
+$733.14 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.46%
+$1,358.42 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.43%
+$1,354.35 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
+0.42%
+$1,373.76 
AZ A2Z Cust2Mate Solutions Corp.
+0.42%
+$10,000 
OIA Invesco Municipal Income Opportunities Trust
+0.41%
+$336.7 
JFR Nuveen Floating Rate Income Fund
+0.39%
+$1,373.43 
VZ Verizon Communications Inc.
+0.36%
+$1,179.97 
GOOGL Alphabet Inc
+0.33%
+$8,408.84 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$767.98 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.32%
+$630.35 
KIO KKR Income Opportunities Fund
+0.31%
+$562.31 
ABBV AbbVie Inc.
+0.28%
+$3,319.04 
NUV Nuveen Municipal Value Fund, Inc.
+0.27%
+$1,084.2 
FTHY First Trust High Yield Opportunities 2027 Fund
+0.26%
+$746.93 
EIM Eaton Vance Municipal Bond Fund
+0.26%
+$318.12 
MCR MFS Charter Income Trust
+0.25%
+$858.25 
EVV Eaton Vance Limited Duration Income Fund
+0.22%
+$696.48 
ISRG Intuitive Surgical, Inc.
+0.21%
+$853.48 
BLW BlackRock Limited Duration Income Trust
+0.2%
+$371.32 
MMU Western Asset Managed Municipals Fund
+0.2%
+$635.08 
NBB Nuveen Taxable Municipal Income Fund
+0.19%
+$899.04 
MUA BlackRock MuniAssets Fund, Inc.
+0.19%
+$523.26 
MMT MFS Multimarket Income Trust
+0.16%
+$622.39 
JNJ Johnson & Johnson
+0.15%
+$1,115.52 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$1,972 
CPNM Calamos Nasdaq-100 Structured Alt Protection ETF – March
+0.12%
+$422.8 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.1%
+$232.54 
VNLA Janus Henderson Short Duration Income ETF
+0.09%
+$225 
VUSB Vanguard Ultra-Short Bond ETF
+0.08%
+$21,940.76 
IIM Invesco Value Municipal Income Trust
+0.08%
+$266 
ICF iShares Cohen & Steers Realty Majors ETF
+0.07%
+$181.35 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$150.8 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$1,123.21 
SHV iShares Short Treasury Bond ETF
+0.01%
+$53.98 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$108.57 
AEP American Electric Power Company, Inc.
0%
$0 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
0%
$0 
BKT
0%
$0 
CPSR Calamos S&P 500 Structured Alt Protection ETF – March
0%
$0 
DGXX
0%
$0 
FTAI
0%
$0 
JRS Nuveen Real Estate Income Fund
0%
$0 
ORCL Oracle Corporation
-8.47%
-$56,283.12 
REAX Real Brokerage Inc.
-3.35%
-$3,441.62 
XOM Exxon Mobil Corporation
-2.7%
-$11,026.96 
MO Altria Group, Inc.
-2.39%
-$9,630.25 
CVX Chevron Corporation
-2%
-$17,104.27 
MSFT Microsoft Corp.
-1.72%
-$183,234.97 
NMI Nuveen Municipal Income Fund Inc.
-1.43%
-$4,307.2 
VLO Valero Energy Corporation
-1.4%
-$4,773.59 
AMT American Tower Corporation
-1.35%
-$6,032 
KMI Kinder Morgan, Inc.
-1.3%
-$4,117.63 
EPD Enterprise Products Partners L.P.
-1.29%
-$8,936.62 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$5,943.9 
LEO BNY Mellon Strategic Municipals, Inc.
-1.17%
-$2,090.7 
NWN Northwest Natural Holding Company
-1.02%
-$2,519.4 
V Visa Inc. Class A
-0.99%
-$5,585.67 
KO The Coca-Cola Company
-0.97%
-$4,151.25 
ET Energy Transfer L.P.
-0.92%
-$4,726.08 
NFLX Netflix, Inc.
-0.89%
-$3,828.85 
TYG Tortoise Energy Infrastructure Total Return Fund
-0.88%
-$1,555.34 
COST Costco Wholesale Corporation
-0.83%
-$29,482.11 
PFL PIMCO Income Strategy Fund
-0.79%
-$1,228.32 
SO The Southern Company
-0.66%
-$2,111.71 
MHF Western Asset Municipal High Income Fund
-0.65%
-$1,244.34 
MGF MFS Government Markets Income Trust
-0.53%
-$1,258.93 
PAXS PIMCO Access Income Fund
-0.49%
-$1,247.26 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.49%
-$1,162.86 
TTE TotalEnergies SE
-0.47%
-$1,828.68 
META Meta Platforms Inc Class A
-0.47%
-$6,936.25 
DUK Duke Energy Corporation
-0.46%
-$994.08 
AEE Ameren Corporation
-0.38%
-$930.29 
PG Procter & Gamble Co
-0.35%
-$2,705.58 
SHEL Shell plc
-0.35%
-$798.61 
MA Mastercard Incorporated
-0.32%
-$1,719.03 
UNH UnitedHealth Group Incorporated
-0.32%
-$1,368.9 
PIM Putnam Master Intermediate Income Trust
-0.31%
-$528.19 
WMT Walmart Inc.
-0.23%
-$2,922.64 
MIN MFS Intermediate Income Trust
-0.2%
-$1,139.06 
VDC VANGUARD CONSUMER STAPLES ETF
-0.2%
-$593.4 
NEE NextEra Energy, Inc.
-0.19%
-$461.6 
EVLN Eaton Vance Floating-Rate ETF
-0.15%
-$398.7 
PPT Putnam Premier Income Trust
-0.14%
-$89.43 
HPQ HP Inc.
-0.1%
-$689.05 
EFR Eaton Vance Senior Floating-Rate Trust
-0.1%
-$198.79 
PMM Putnam Managed Municipal Income Trust
-0.08%
-$91.42 
TJX The TJX Companies, Inc.
-0.05%
-$362.16 
DNP DNP Select Income Fund Inc.
-0.05%
-$66.33 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.04%
-$95.42 
WELL Welltower Inc.
-0.02%
-$61.36 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$61.16 Events
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Dividends
Dividend Analysis
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| Trades 4745 | Longs Won 2101/4745 44% | Profit Factor 5.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $217,614.38 |
| Average Win $54,495 | Best Trade (Jun 11) $9.57M | Sharpe Ratio -16.89 |
| Average Loss -$7,871.02 | Worst Trade (Jun 11) -$857,529.6 | Z-Score -0.03 (2.18%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 2d | Expectancy $19,743.52 |
| 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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