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:
95.74%
Gain -0.34%
Monthly
1.04%
Yearly
13.26%
Drawdown
17.86%
$254.87M
Equity
Holdings
$254.87M
Investment
$183.95M
$89.54M
Profit -$619,519.09
Realized
$18.62M
Unrealized
$70.92M
Dividends
$15.11M
Goals
Avg. 43% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$619,519.09
Win %
62%
This Week
Compared To Last Week
Gain
-0.9%
Profit
-$2.33M
Win %
62%
This Month
Compared to last month
Gain
-2.8%
Profit
-$7.35M
Win %
62%
This Year
Compared to last year
Gain
-2.78%
Profit
-$7.24M
Win %
62%
AMT American Tower Corporation
+6.7%
+$49,551.96 
CRWD CrowdStrike Holdings, Inc.
+4.5%
+$19,288.71 
PANW Palo Alto Networks, Inc.
+4.37%
+$22,410.87 
SLB SLB N.V.
+4.16%
+$45,863.84 
NOK Nokia Corporation Sponsored ADR
+3.68%
+$10,738.7 
MU Micron Technology Inc.
+3.04%
+$152,431.35 
SPCX Space Exploration Technologies Corp. Class A
+2.5%
+$8,286.18 
CXW CoreCivic, Inc.
+2.4%
+$8,072.25 
TTE TotalEnergies SE
+2.4%
+$9,600.72 
ASX ASE Technology Holding Co., Ltd. ADR
+2.28%
+$14,238.16 
AAOI Applied Optoelectronics Inc.
+2.28%
+$9,876.6 
GFL GFL Environmental Inc.
+2.19%
+$14,469 
HPE Hewlett Packard Enterprise Company
+2.11%
+$36,583.56 
MRVL Marvell Technology Inc.
+2.08%
+$76,545.16 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.08%
+$5,856.4 
AMD Advanced Micro Devices Inc.
+2.04%
+$25,962.5 
KMI Kinder Morgan Inc.
+2.02%
+$7,014.2 
ISRG Intuitive Surgical Inc.
+2%
+$8,492.66 
XOM ExxonMobil Holdings Corporation
+2%
+$11,541.52 
SNDK Sandisk Corp.
+1.99%
+$3,486.82 
CVX Chevron Corporation
+1.9%
+$21,779.55 
HACK Amplify Cybersecurity ETF
+1.68%
+$5,020.02 
INTC Intel Corporation
+1.6%
+$2,289.27 
AEHR Aehr Test Systems, Inc.
+1.6%
+$12,745.69 
WWR Westwater Resources Inc.
+1.51%
+$164.81 
NUE Nucor Corporation
+1.49%
+$5,460.48 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.41%
+$16,140.15 
GLW Corning Incorporated
+1.13%
+$6,500.2 
AMAT Applied Materials Inc.
+1.06%
+$8,989.49 
EPD Enterprise Products Partners L.P.
+0.94%
+$6,798.23 
AMKR Amkor Technology Inc.
+0.91%
+$3,695.56 
SOXX iShares Semiconductor ETF
+0.83%
+$10,582.05 
ET Energy Transfer LP
+0.82%
+$5,147.31 
ICF iShares Select U.S. REIT ETF
+0.82%
+$1,952.75 
CBRS Cerebras Systems Inc. Class A Common Stock
+0.82%
+$3,705.07 
QCOM QUALCOMM Incorporated
+0.71%
+$4,202.98 
CSCO Cisco Systems, Inc.
+0.7%
+$10,160.87 
LMT Lockheed Martin Corporation
+0.53%
+$2,290.92 
APH Amphenol Corp. Class A Common Stock
+0.44%
+$956.48 
JRS Nuveen Real Estate Income Fund
+0.41%
+$662.73 
VGT Vanguard Information Technology ETF
+0.37%
+$2,551.56 
MSFT Microsoft Corporation Common Stock
+0.37%
+$51,353.71 
NVDA NVIDIA Corporation
+0.26%
+$66,683.89 
AVGO Broadcom Inc.
+0.22%
+$9,974.22 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.2%
+$652.3 
VVR Invesco Senior Income Trust
+0.18%
+$427.2 
MGF Aberdeen Government Markets Income Fund
+0.15%
+$360.46 
MMT Aberdeen Multi-Market Income Fund
+0.12%
+$817.4 
SPMO Invesco S&P 500 Momentum ETF
+0.12%
+$482.4 
AIQ Global X Artificial Intelligence & Technology ETF
+0.11%
+$252.27 
QQQI NEOS Nasdaq-100 High Income ETF
+0.1%
+$254.35 
QQQ Invesco QQQ Trust, Series 1
+0.09%
+$2,296.14 
MRAM Everspin Technologies, Inc.
+0.08%
+$496.41 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
+0.08%
+$302.94 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$1,924.44 
LRCX Lam Research Corp.
+0.07%
+$513.26 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.07%
+$134.12 
EVLN Eaton Vance Floating-Rate Fund
+0.06%
+$156.33 
CLSE Convergence Long/Short Equity ETF
+0.06%
+$165.56 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$102.88 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$271.98 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$123.65 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.02%
+$112.36 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$25.2 
AZ A2Z Cust2Mate Solutions Corp.
0%
$0 
TLNE TALEN ENERGY CORP NEW
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
+$9.26 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
CPSR Calamos S&P 500 Structured Alt Protection ETF - March
0%
$0 
CPNM Calamos Nasdaq-100 Structured Alt Protection ETF - March
0%
$0 
DFTT DF Tactical 30 ETF
0%
$0 BKT
BKT
0%
$0 DGXX
DGXX
0%
$0 SKHY
SKHY
0%
$0 REAX
REAX
0%
$0 
BE Bloom Energy Corp. Class A Common Stock
-10.74%
-$77,224.14 
CRDO Credo Technology Group Holding Ltd
-6.75%
-$43,597.33 
ASPI ASP Isotopes Inc.
-5.5%
-$3,183.89 
ODFL Old Dominion Freight Line, Inc.
-4.63%
-$13,713.39 
DAL Delta Air Lines, Inc.
-4.48%
-$9,354.25 
AXP American Express Company
-3.54%
-$7,964.93 
SKE Skeena Resources Limited
-3.13%
-$40,335.3 
ALMU Aeluma, Inc. Common Stock
-2.93%
-$7,550.34 
VZ Verizon Communications Inc.
-2.89%
-$9,668.75 
CAT Caterpillar Inc.
-2.88%
-$18,522.71 
HD The Home Depot, Inc.
-2.82%
-$7,184.84 
GE General Electric Company
-2.68%
-$17,463.55 
MGX Metagenomi Therapeutics, Inc.
-2.58%
-$786.82 
HPQ HP Inc.
-2.47%
-$23,014.27 
MRK Merck & Co., Inc.
-2.47%
-$10,111.95 
PCAR PACCAR Inc.
-2.44%
-$81,674.67 
FTAI FTAI Aviation Ltd.
-2.33%
-$30,362.85 
IQI Invesco Quality Municipal Income Trust
-2.33%
-$5,938.38 
LLY Eli Lilly and Company
-2.17%
-$39,598.61 
MMU Western Asset Managed Municipals Fund Inc.
-2.15%
-$6,509.57 
NUV Nuveen Municipal Value Fund, Inc.
-2.09%
-$7,589.4 
RTX RTX Corporation
-2.06%
-$7,380.74 
KO The Coca-Cola Company
-2.01%
-$9,825.86 
FIDU Fidelity MSCI Industrials Index ETF
-1.91%
-$8,342.43 
MA Mastercard Inc. Class A Common Stock
-1.88%
-$13,828.09 
PFE Pfizer Inc.
-1.87%
-$5,184.15 
DNN Denison Mines Corp.
-1.86%
-$3,007.5 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.83%
-$5,457.23 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-1.82%
-$5,078.99 
MS Morgan Stanley Common Stock
-1.8%
-$20,598.13 
MHF Western Asset Municipal High Income Fund Inc.
-1.8%
-$2,754 
PWR Quanta Services, Inc.
-1.72%
-$33,893.64 
PG The Procter & Gamble Company
-1.68%
-$10,386 
EME EMCOR Group, Inc.
-1.67%
-$3,944.85 
PMM Franklin Managed Municipal Income Trust
-1.62%
-$2,078.61 
BA The Boeing Company
-1.6%
-$4,968 
VDC Vanguard Consumer Staples ETF
-1.59%
-$5,101.01 
JNJ Johnson & Johnson
-1.58%
-$14,453.91 
JPM JPMorgan Chase & Co.
-1.57%
-$46,345.78 
V Visa Inc. Class A
-1.53%
-$10,528.3 
PPT Franklin Premier Income Trust
-1.52%
-$1,542.7 
MQY BlackRock MuniYield Quality Fund, Inc.
-1.5%
-$8,320.4 
AMGN Amgen Inc. Common Stock
-1.46%
-$8,208.68 
VRT Vertiv Holdings Co Class A Common Stock
-1.41%
-$9,530.28 
TJX The TJX Companies, Inc.
-1.37%
-$9,621.26 
NOW ServiceNow Inc.
-1.37%
-$5,458.85 
DE Deere & Company
-1.33%
-$7,198.96 
NOC Northrop Grumman Corporation
-1.31%
-$3,607.76 
PNC The PNC Financial Services Group, Inc.
-1.29%
-$3,035.13 
NZF Nuveen Municipal Credit Income Fund
-1.27%
-$7,549.36 
MO Altria Group, Inc.
-1.25%
-$4,712 
IIM Invesco Value Municipal Income Trust
-1.24%
-$3,992.8 
TMFS Motley Fool Small-Cap Growth ETF
-1.23%
-$4,005.54 
NAD Nuveen Quality Municipal Income Fund
-1.2%
-$4,448.87 
BAC Bank of America Corporation
-1.19%
-$9,070.73 
MHD BlackRock MuniHoldings Fund, Inc.
-1.18%
-$13,127.5 
MTB M&T Bank Corporation
-1.18%
-$3,663.59 
SCHM Schwab U.S. Mid-Cap ETF
-1.17%
-$13,214.34 
ETN Eaton Corporation plc
-1.14%
-$5,684.33 
PIM Franklin Master Intermediate Income Trust
-1.14%
-$2,131.23 
CEG Constellation Energy Corporation
-1.12%
-$5,527.64 
NVTS Navitas Semiconductor Corporation
-1.12%
-$1,891.45 
SCHA Schwab U.S. Small-Cap ETF
-1.1%
-$6,202.08 
EZU iShares MSCI Eurozone ETF
-1.09%
-$3,730.35 
DIS The Walt Disney Company
-1.09%
-$3,221.37 
VB Vanguard Small-Cap ETF
-1.08%
-$8,604.99 
NXP Nuveen Select Tax-Free Income Portfolio
-1.06%
-$4,455.64 
BLW BlackRock Limited Duration Income Trust
-1.04%
-$2,930.52 
IJH iShares Core S&P Mid-Cap ETF
-1.04%
-$9,092.47 
GLD SPDR Gold Shares
-1.03%
-$5,489.34 
TSLA Tesla, Inc.
-1.02%
-$15,164.12 
VIG Vanguard Dividend Appreciation ETF
-1.02%
-$16,982.5 
EIM Eaton Vance Municipal Bond Fund
-1.01%
-$2,128.95 
WMT Walmart Inc.
-0.99%
-$14,639.55 
TMO Thermo Fisher Scientific Inc.
-0.98%
-$7,233.31 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.98%
-$11,184.85 
PHYS Sprott Physical Gold Trust
-0.95%
-$6,739.02 
COST Costco Wholesale Corp
-0.95%
-$49,222.9 
VYM Vanguard High Dividend Yield ETF
-0.95%
-$6,204.72 
IEFA iShares Core MSCI EAFE ETF
-0.95%
-$12,789.14 
SCHV Schwab U.S. Large-Cap Value ETF
-0.94%
-$8,132.8 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.94%
-$1,938.1 
SPHQ Invesco S&P 500 Quality ETF
-0.93%
-$8,315.58 
PAXS PIMCO Access Income Fund
-0.93%
-$2,159.16 
NVG Nuveen AMT-Free Municipal Credit Income Fund
-0.92%
-$2,029 
IJR iShares Core S&P Small-Cap ETF
-0.92%
-$8,138.1 
LIN Linde plc
-0.91%
-$3,940.12 
SCHD Schwab U.S. Dividend Equity ETF
-0.9%
-$7,985.28 
JFR Nuveen Floating Rate Income Fund
-0.9%
-$4,524.52 
BNY Bank of New York Mellon Corp.
-0.9%
-$6,944.31 
NMAI Nuveen Multi-Asset Income Fund
-0.9%
-$3,154.32 
MFM Aberdeen Municipal Income Fund
-0.89%
-$1,180.93 
IBM International Business Machines Corporation
-0.88%
-$9,910.15 
VTV Vanguard Morningstar Value ETF
-0.86%
-$31,587.08 
MUA BlackRock MuniAssets Fund, Inc.
-0.83%
-$2,242.8 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.82%
-$1,440.8 
KIO KKR Income Opportunities Fund
-0.82%
-$1,285.28 
VEA Vanguard FTSE Developed Markets ETF
-0.81%
-$5,732.16 
META Meta Platforms Inc Class A
-0.79%
-$9,378.11 
MIN Aberdeen Intermediate Income Fund
-0.78%
-$4,040.08 
ABBV AbbVie Inc.
-0.78%
-$12,789.27 
AMZN Amazon.com Inc
-0.77%
-$48,464.64 
AEP American Electric Power Company, Inc.
-0.76%
-$2,051.69 
GILD Gilead Sciences Inc.
-0.74%
-$2,124.72 
SO The Southern Company
-0.73%
-$2,000.31 
DUK Duke Energy Corporation
-0.73%
-$1,671.64 
USMV iShares MSCI USA Min Vol Factor ETF
-0.72%
-$2,861.25 
FPS Forgent Power Solutions Inc. Class A Common Stock
-0.72%
-$6,313.5 
VXUS Vanguard Total International Stock ETF
-0.71%
-$2,899.36 
OIA Invesco Municipal Income Opportunities Trust
-0.7%
-$538.72 
UNH UnitedHealth Group Inc.
-0.67%
-$2,496.07 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.66%
-$1,453.37 
EVV Eaton Vance Limited Duration Income Fund
-0.66%
-$2,021.58 
SBUX Starbucks Corp.
-0.65%
-$3,795.16 
NMI Nuveen Municipal Income Fund, Inc.
-0.65%
-$1,615.2 
GEV GE Vernova Inc.
-0.63%
-$11,505.47 
ROK Rockwell Automation Inc.
-0.61%
-$3,103.74 
NWN Northwest Natural Holding Company
-0.58%
-$1,433.47 
VTI Vanguard Total Stock Market ETF
-0.58%
-$8,167.84 
SPY State Street SPDR S&P 500 ETF Trust
-0.57%
-$33,271.81 
IVV iShares Core S&P 500 ETF
-0.56%
-$11,413.12 
NBOS Neuberger Berman Option Strategy ETF
-0.56%
-$3,141.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.56%
-$2,524 
VOO Vanguard S&P 500 ETF
-0.56%
-$9,855.27 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.55%
-$828.75 
DNP DNP Select Income Fund Inc.
-0.54%
-$729.58 
NEE NextEra Energy Inc.
-0.54%
-$1,345.08 
SCHX Schwab U.S. Large-Cap ETF
-0.53%
-$9,315.68 
VV Vanguard Morningstar Large-Cap ETF
-0.52%
-$16,363.86 
NFLX Netflix Inc.
-0.52%
-$1,449.7 
EFR Eaton Vance Senior Floating-Rate Trust
-0.5%
-$1,088.25 
EMR Emerson Electric Co.
-0.49%
-$2,967.9 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.47%
-$1,599.6 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
-0.46%
-$1,524.95 
PFL PIMCO Income Strategy Fund
-0.45%
-$1,202.16 
LEO BNY Mellon Strategic Municipals, Inc.
-0.44%
-$697.02 
WELL Welltower Inc.
-0.42%
-$1,511.4 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.42%
-$3,384.3 
FIP FTAI Infrastructure Inc.
-0.4%
-$150 
JPC Nuveen Preferred & Income Opportunities Fund
-0.37%
-$768.3 
VLO Valero Energy Corporation
-0.37%
-$2,081.82 
GOOGL Alphabet Inc
-0.35%
-$10,547.58 
NBB Nuveen Taxable Municipal Income Fund
-0.35%
-$1,507.2 
AAPL Apple Inc.
-0.34%
-$23,102.85 
STM STMicroelectronics N.V.
-0.32%
-$611.8 
VWO Vanguard FTSE Emerging Markets ETF
-0.32%
-$1,044.9 
BMAR Innovator U.S. Equity Buffer ETF - March
-0.32%
-$786 
VUG Vanguard Morningstar Growth ETF
-0.3%
-$1,938.74 
PGX Invesco Preferred ETF
-0.3%
-$327.36 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.28%
-$1,155.83 
GOOG Alphabet Inc
-0.27%
-$4,215.95 
IGF iShares Global Infrastructure ETF
-0.26%
-$835.04 
IVW iShares S&P 500 Growth ETF
-0.25%
-$645.32 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.24%
-$4,604.32 
VONG Vanguard Russell 1000 Growth ETF
-0.22%
-$1,229.04 
BND Vanguard Total Bond Market ETF
-0.2%
-$2,589.7 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.2%
-$2,558.15 
IWF iShares Russell 1000 Growth ETF
-0.17%
-$344.39 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$1,400.53 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.17%
-$881.17 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$3,252.6 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.16%
-$1,646.12 
FBND Fidelity Total Bond ETF
-0.15%
-$930.28 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.09%
-$238.24 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$258 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$185.55 
IEMG iShares Core MSCI Emerging Markets ETF
-0.03%
-$218.12 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$27.29 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5129 | Longs Won 2281/5129 44% | Profit Factor 4.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $213,356.78 |
| Average Win $50,834.34 | Best Trade (Oct 21) $10.32M | Sharpe Ratio -260.66 |
| Average Loss -$9,273.47 | Worst Trade (Sep 30) -$723,304.48 | Z-Score -8.93 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 1d | Expectancy $17,458.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics Inc. | 6,372 | $632,484.72 | $443,618.64 | - | -$188,866.08 | -29.86% | +2.277% |
| AAPL Apple Inc. | 19,662 | $3.32M | $6.82M | - | $3.51M | 105.66% | -0.337% |
| ABBV AbbVie Inc. | 5,787 | $898,957.51 | $1.64M | - | $738,647.75 | 82.17% | -0.775% |
| AEHR Aehr Test Systems, Inc. | 14,321 | $484,003.06 | $809,709.34 | - | $325,706.28 | 67.29% | +1.599% |
| AEP American Electric Power Company, Inc. | 2,062 | $225,321.2 | $267,327.99 | - | $42,006.79 | 18.64% | -0.762% |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,442 | $832,658.72 | $810,044.51 | - | -$22,614.21 | -2.72% | -0.173% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 75,234 | $1.91M | $1.88M | - | -$28,259.01 | -1.48% | -0.245% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,672 | $240,916.77 | $228,173.31 | - | -$12,743.46 | -5.29% | +0.111% |
| ALMU Aeluma, Inc. Common Stock | 35,954 | $489,804.54 | $250,239.84 | - | -$239,564.7 | -48.91% | -2.929% |
| AMAT Applied Materials Inc. | 2,253 | $402,659.85 | $855,171.21 | - | $452,511.36 | 112.38% | +1.062% |
| AMD Advanced Micro Devices Inc. | 2,500 | $583,370.22 | $1.3M | - | $712,417.28 | 122.12% | +2.045% |
| AMGN Amgen Inc. Common Stock | 1,259 | $312,991.18 | $554,916.84 | - | $241,925.66 | 77.29% | -1.458% |
| AMKR Amkor Technology Inc. | 10,410 | $294,221.8 | $410,206.05 | - | $115,984.25 | 39.42% | +0.909% |
| AMT American Tower Corporation | 4,075 | $756,442.58 | $789,449.75 | - | $33,007.17 | 4.36% | +6.697% |
| AMZN Amazon.com Inc | 25,242 | $3.92M | $6.27M | - | $2.35M | 59.94% | -0.767% |
| APH Amphenol Corp. Class A Common Stock | 2,989 | $131,755.12 | $219,362.71 | - | $87,607.59 | 66.49% | +0.438% |
| ASPI ASP Isotopes Inc. | 27,686 | $144,732.11 | $54,679.85 | - | -$90,052.26 | -62.22% | -5.502% |
| ASX ASE Technology Holding Co., Ltd. ADR | 16,556 | $200,282.65 | $639,061.6 | - | $438,778.95 | 219.08% | +2.279% |
| AVGO Broadcom Inc. | 14,048 | $2.38M | $4.55M | - | $2.17M | 91.49% | +0.22% |
| AXP American Express Company | 692 | $210,437.21 | $217,052.72 | - | $6,615.51 | 3.14% | -3.54% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $4.48M, Apple Inc - $2.5M, FTAI Aviation Ltd - $1.4M, and Eli Lilly and Company - $1.17M. 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: TALEN ENERGY CORP NEW - $721,188.92, Abacus Flexible Bond Leaders ETF - $540,103.67, Astera Labs, Inc - $509,387.22, The Walt Disney Company - $416,805.29, and Pfizer Inc - $325,514.32. 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 $15.11M 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 - $841,399.33, AGNC Investment Corp. 10.1219% Perpetual Preferred Stock - $501,894.77, PACCAR Inc - $445,237.65, and PGIM Ultra Short Bond ETF - $431,244.03. 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.
2026 © Marketlog. All Rights Reserved.
