Ralph Antolino, Jr Portfolio
Invests via AA Financial Advisors, LLC | Managed by Ralph Antolino, Jr., Christian M. Hertl, Maureen E. Armstrong, Brandon M. Boychuk, Nicholas R. Bowden, Jason R. Witt, Greg S. Palmer
Invests via AA Financial Advisors, LLC
Managed by Ralph Antolino, Jr., Christian M. Hertl, Maureen E. Armstrong, Brandon M. Boychuk, Nicholas R. Bowden, Jason R. Witt, Greg S. Palmer
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Ralph Antolino, Jr Profile
Seasoned investor and operator focused on real assets and middle‑market private equity opportunities, with experience across capital raising, portfolio management and strategic M&A. Ralph Antolino, Jr brings a blend of financial markets acumen and operational oversight supporting growth-stage companies and asset repositioning. Market-facing skills include LP relations, deal sourcing and exit execution.
Seasoned investor and operator focused on real assets and middle‑market private equity opportunities, with experience across capital raising, portfolio management and strategic M&A. Ralph Antolino, Jr brings a blend of financial markets acumen and operational oversight supporting growth-stage companies and asset repositioning. Market-facing skills include LP relations, deal sourcing and exit execution.
Investment Philosophy & Strategy
Combines an opportunistic value-oriented private equity approach targeting middle-market real assets and growth-stage companies. Prefers control and structured minority investments where active operational involvement, asset repositioning, and strategic M&A can drive value. Capital allocation emphasizes disciplined underwriting, cash-flow resilience, and defined exit pathways; horizon of 3–7+ years. Leverages LP relationships and proprietary sourcing to access off-market deals, pairs financial rigor with hands-on portfolio management to accelerate operational turnarounds and monetize through exits or capital markets.
Combines an opportunistic value-oriented private equity approach targeting middle-market real assets and growth-stage companies. Prefers control and structured minority investments where active operational involvement, asset repositioning, and strategic M&A can drive value. Capital allocation emphasizes disciplined underwriting, cash-flow resilience, and defined exit pathways; horizon of 3–7+ years. Leverages LP relationships and proprietary sourcing to access off-market deals, pairs financial rigor with hands-on portfolio management to accelerate operational turnarounds and monetize through exits or capital markets.
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:
66.79%
Gain -0.99%
Monthly
1.61%
Yearly
21.13%
Drawdown
21.78%
$830.06M
Equity
Holdings
$830.06M
Investment
$712.2M
$140.07M
Profit -$4.09M
Realized
$22.22M
Unrealized
$117.85M
Dividends
$24.58M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.99%
Profit
-$4.09M
Win %
69%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$5.45M
Win %
69%
This Month
Compared to last month
Gain
-0.49%
Profit
-$4.09M
Win %
69%
This Year
Compared to last year
Gain
-0.02%
Profit
-$87,084.1
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$743,283.87 
ETN Eaton Corporation plc
+7.32%
+$22,676.31 
GOOG Alphabet Inc
+6.88%
+$250,533.79 
GOOGL Alphabet Inc
+6.73%
+$237,395.55 
META Meta Platforms Inc Class A
+3.28%
+$63,046.85 
ATI ATI Inc.
+3.05%
+$5,927.81 
MSFT Microsoft Corp.
+3.02%
+$239,848.02 
NVDA NVIDIA Corporation
+2.93%
+$193,009.66 
GLW Corning Incorporated
+2.24%
+$2,530.05 
EOG EOG Resources, Inc.
+2.19%
+$6,092.9 
CSCO Cisco Systems, Inc.
+2.14%
+$12,052.8 
PSA Public Storage Common Stock
+2.12%
+$5,604.48 
OKE ONEOK, Inc.
+1.95%
+$5,242.62 
PANW Palo Alto Networks, Inc.
+1.89%
+$5,073.75 
CRM Salesforce Inc
+1.83%
+$26,774.54 
HWM Howmet Aerospace Inc.
+1.8%
+$3,754.93 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$7,338.24 
NOC Northrop Grumman Corporation
+1.43%
+$12,162.22 
GE General Electric Company
+1.42%
+$27,579.48 
KLAC KLA Corporation
+1.38%
+$21,979.32 
CGUS Capital Group Core Equity ETF
+1.29%
+$340,723.2 
LRGE ClearBridge Large Cap Growth ESG ETF
+1.23%
+$53,760.75 
CMCSA Comcast Corp
+1.23%
+$2,549.97 
COP ConocoPhillips
+1.22%
+$20,039.01 
WFC Wells Fargo & Company
+1.19%
+$4,846.02 
HONA Honeywell Aerospace Inc.
+1.18%
+$6,863.12 
AMAT Applied Materials, Inc.
+1.18%
+$3,351.21 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$8,226.05 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$3,469.01 
TTE TotalEnergies SE
+0.95%
+$3,412.96 
UNP Union Pacific Corporation
+0.92%
+$3,708.64 
IBM International Business Machines Corporation
+0.86%
+$6,535.95 
CNQ Canadian Natural Resources Limited
+0.85%
+$2,099.6 
GEV GE Vernova Inc.
+0.85%
+$8,559.3 
MCD McDonald's Corporation
+0.82%
+$10,432.45 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$3,445.53 
TSLA Tesla, Inc.
+0.76%
+$58,152.27 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$20,525.01 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,133.37 
AME Ametek Inc.
+0.71%
+$1,564.01 
CAT Caterpillar Inc.
+0.7%
+$17,724.39 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$60,993.6 
IVV iShares Core S&P 500 ETF
+0.69%
+$50,088.96 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$6,210.29 
WCN Waste Connections Inc.
+0.67%
+$2,369.85 
WMS Advanced Drainage Systems, Inc.
+0.66%
+$8,626.71 
PLTR Palantir Technologies Inc.
+0.65%
+$1,616 
CGGR Capital Group Growth ETF
+0.65%
+$258,000.82 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$18,812.28 
VONE Vanguard Russell 1000 ETF
+0.64%
+$2,956.44 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$1,439.35 
CGDV Capital Group Dividend Value ETF
+0.63%
+$286,537.03 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$6,757.44 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$1,726.07 
APH Amphenol Corporation
+0.55%
+$2,168.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$107,349.9 
PSX Phillips 66
+0.51%
+$9,638.82 
ACWI iShares MSCI ACWI ETF
+0.49%
+$2,631.83 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$2,770.92 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,859.46 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$25,552.19 
KKR KKR & Co. Inc.
+0.45%
+$1,309.5 
HEI.A Heico Corporation
+0.44%
+$2,347.03 
PAYX Paychex Inc.
+0.44%
+$1,866.09 
BUFP PGIM Laddered Fund of Bond 12 ETF
+0.44%
+$45,548.72 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$14,482.88 
CSX CSX Corporation
+0.42%
+$10,859.31 
RTX RTX Corporation
+0.39%
+$3,583.44 
AVGO Broadcom Inc.
+0.37%
+$25,077.6 
PG Procter & Gamble Co
+0.37%
+$5,099.13 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,905.32 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$116,766.72 
TDG TransDigm Group Inc.
+0.36%
+$1,568.96 
BAC Bank of America Corporation
+0.36%
+$3,908.96 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$29,105.36 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$27,364.5 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$27,304.96 
MRK Merck & Co., Inc.
+0.32%
+$668.32 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$644.53 
JPM JPMorgan Chase & Co.
+0.27%
+$10,133.2 
VT Vanguard Total World Stock ETF
+0.26%
+$55,036.35 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$21,807.17 
VISN Vistance Networks, Inc.
+0.26%
+$15,585.57 
SO The Southern Company
+0.21%
+$654.2 
JNJ Johnson & Johnson
+0.21%
+$2,016.65 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$854.28 
PBFR PGIM Laddered Fixed Income Fund ETF
+0.18%
+$18,523.51 
USB U.S. Bancorp
+0.17%
+$771.31 
MS Morgan Stanley
+0.17%
+$756 
CB Chubb Limited
+0.15%
+$2,444.89 
MMM 3M Company
+0.12%
+$332.63 
C Citigroup Inc.
+0.1%
+$214.74 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.09%
+$755.24 
WMT Walmart Inc.
+0.09%
+$1,346.83 
ABT Abbott Laboratories
+0.09%
+$547.65 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$808.44 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$278.19 
AEP American Electric Power Company, Inc.
+0.06%
+$140.77 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$5,680.06 
BKLN Invesco Senior Loan ETF
+0.05%
+$648.73 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.04%
+$104.9 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.04%
+$210.5 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$230.33 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$162.66 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.02%
+$266.76 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 MTA
MTA
0%
$0 
AAPL Apple Inc.
-7.35%
-$597,037.48 
SYK Stryker Corporation
-6.42%
-$86,321.76 
LIN Linde plc
-5.95%
-$62,063.28 
MU Micron Technology, Inc.
-5.9%
-$94,482.79 
SHOP Shopify Inc.
-4.29%
-$26,675.25 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$46,668.55 
CORT Corcept Therapeutics Incorporated
-3.24%
-$19,150 
USAS Americas Gold and Silver Corporation
-3.05%
-$7,344 
OR OR ROYALTIES INC COMMON STOCK
-3.03%
-$5,901.78 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$8,213.7 
AJG Arthur J. Gallagher & Co.
-2.75%
-$10,954.22 
DXYZ Destiny Tech100 Inc.
-2.6%
-$35,380 
ABBV AbbVie Inc.
-2.51%
-$26,734.04 
YUM Yum! Brands, Inc.
-2.37%
-$6,625.32 
BA Boeing Company
-2.15%
-$6,164.19 
NFLX Netflix, Inc.
-2%
-$24,618.52 
APD Air Products and Chemicals, Inc.
-1.77%
-$6,382.62 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$9,033.44 
UNH UnitedHealth Group Incorporated
-1.68%
-$16,197.39 
DRI Darden Restaurants, Inc.
-1.64%
-$4,457.85 
NLY Annaly Capital Management, Inc.
-1.56%
-$3,737.52 
GLD SPDR Gold Shares
-1.49%
-$3,557.45 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$162,269.59 
IAU iShares Gold Trust
-1.46%
-$15,086.63 
ATEC Alphatec Holdings Inc.
-1.45%
-$2,800 
KDP Keurig Dr Pepper Inc.
-1.43%
-$3,458.7 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$17,951.95 
MDLZ Mondelez International, Inc.
-1.22%
-$8,114.28 
SRE Sempra
-1.15%
-$4,178.71 
DE Deere & Company
-1.13%
-$7,677.19 
RCL Royal Caribbean Group
-1.13%
-$11,447.83 
TXN Texas Instruments Inc
-1.08%
-$2,280.12 
LOW Lowe's Companies Inc.
-1.08%
-$14,995.63 
INTC Intel Corporation
-1.02%
-$2,120.4 
KO The Coca-Cola Company
-1.02%
-$15,669.9 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$6,414.1 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$3,583.4 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$10,315.7 
PGR Progressive Corporation
-0.87%
-$3,087.6 
ATO Atmos Energy Corporation
-0.85%
-$2,840.1 
GILD Gilead Sciences Inc.
-0.81%
-$3,635.83 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$1,795.83 
CVS CVS Health Corporation
-0.75%
-$3,971.33 
MA Mastercard Incorporated
-0.74%
-$7,556.51 
BLK BlackRock, Inc.
-0.73%
-$2,537.64 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$14,729.56 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$77,910.53 
DUK Duke Energy Corporation
-0.67%
-$8,699.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,277.28 
CGCB Capital Group Core Bond ETF
-0.66%
-$7,587.95 
AMGN Amgen Inc.
-0.64%
-$4,580.58 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$17,057.25 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$14,996.3 
PM Philip Morris International Inc.
-0.61%
-$12,719.11 
DHR Danaher Corporation
-0.61%
-$3,182.06 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$1,488.48 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,924.55 
SCHF Schwab International Equity ETF
-0.58%
-$43,339.68 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$116,718.14 
SBUX Starbucks Corporation
-0.57%
-$2,145 
VNQ Vanguard Real Estate ETF
-0.54%
-$94,550.22 
COF Capital One Financial Corporation
-0.54%
-$2,102.94 
PSR Invesco Active U.S. Real Estate Fund
-0.53%
-$4,069.26 
LLY Eli Lilly and Company
-0.53%
-$28,725.18 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$12,527.24 
FTNY Franklin New York Municipal Income ETF
-0.51%
-$1,866.88 
WELL Welltower Inc.
-0.51%
-$5,325.25 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$6,000.45 
ARMK Aramark
-0.49%
-$1,038.24 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,531.53 
CGMU Capital Group Municipal Income ETF
-0.44%
-$8,080.56 
TRV The Travelers Companies, Inc.
-0.43%
-$7,868.01 
HD The Home Depot, Inc.
-0.42%
-$1,807.03 
VGT Vanguard Information Technology ETF
-0.38%
-$5,515.18 
VTWV Vanguard Russell 2000 Value Index Fund
-0.38%
-$916.13 
ARCC Ares Capital Corporation
-0.37%
-$11,494.63 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$949.63 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$28,824.58 
FDVV Fidelity High Dividend ETF
-0.35%
-$70,658.5 
TFC Truist Financial Corporation
-0.33%
-$1,452.3 
CEG Constellation Energy Corporation
-0.31%
-$2,515.05 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$6,553.71 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$25,354.92 
SDY SPDR S&P Dividend ETF
-0.28%
-$9,981.4 
DUHP Dimensional US High Profitability ETF
-0.27%
-$20,664.05 
COST Costco Wholesale Corporation
-0.24%
-$5,941.6 
HBAN Huntington Bancshares Incorporated
-0.23%
-$784.98 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$927.96 
LJUL Innovator Premium Income 15 Barrier ETF - July
-0.23%
-$6,660.89 
VB Vanguard Small-Cap ETF
-0.22%
-$106,170.32 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,921.74 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$17,153.17 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$628.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$764.64 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$851.38 
EPD Enterprise Products Partners L.P.
-0.18%
-$961.25 
DGCB Dimensional Global Credit Fund
-0.18%
-$30,830.4 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$10,669.99 
LJAN Innovative Premium Income Fund
-0.16%
-$4,602.12 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$5,386.8 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$12,840.96 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.14%
-$2,797.62 
OVBC Ohio Valley Banc Corp
-0.14%
-$1,082.98 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$1,527.16 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$31,757.68 
XLF Financial Select Sector SPDR Fund
-0.1%
-$249.9 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$14,102.65 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$5,886.21 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$3,264.43 
CGBL Capital Group Core Balanced ETF
-0.05%
-$2,752.6 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$2,498.78 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$863.02 
V Visa Inc. Class A
-0.04%
-$605.18 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$79.8 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$154.32 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$108.04 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1736 | Longs Won 1179/1736 67% | Profit Factor 10.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $358,386.02 |
| Average Win $130,710.16 | Best Trade (Aug 14) $5.78M | Sharpe Ratio -10.32 |
| Average Loss -$25,193.97 | Worst Trade (Aug 02) -$1.9M | Z-Score 12.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 6d | Expectancy $80,687.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,349 | $4.82M | $7.52M | - | $2.71M | 56.21% | -7.354% |
| ABBV AbbVie Inc. | 4,132 | $810,308.72 | $1.04M | - | $226,575.36 | 27.96% | -2.513% |
| ABT Abbott Laboratories | 6,085 | $668,898.24 | $643,184.5 | - | -$25,713.74 | -3.84% | +0.085% |
| ACWI iShares MSCI ACWI ETF | 3,418 | $368,865.91 | $534,677.71 | - | $165,811.8 | 44.95% | +0.495% |
| AEP American Electric Power Company, Inc. | 2,011 | $233,361.85 | $257,106.35 | - | $23,744.5 | 10.17% | +0.055% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 23,091 | $583,748.48 | $589,282.32 | - | $5,533.84 | 0.95% | +0.472% |
| AJG Arthur J. Gallagher & Co. | 1,556 | $465,445.51 | $388,097.52 | - | -$77,347.99 | -16.62% | -2.745% |
| AMAT Applied Materials, Inc. | 568 | $410,700 | $288,356.57 | - | -$122,343.43 | -29.79% | +1.176% |
| AME Ametek Inc. | 920 | $222,585 | $222,373.21 | - | -$211.79 | -0.1% | +0.708% |
| AMGN Amgen Inc. | 1,847 | $570,700.85 | $711,390.52 | - | $140,689.67 | 24.65% | -0.64% |
| AMZN Amazon.com Inc | 20,601 | $4.5M | $5.59M | - | $1.1M | 24.38% | +15.321% |
| APD Air Products and Chemicals, Inc. | 1,202 | $349,169.36 | $354,457.79 | - | $5,288.43 | 1.51% | -1.769% |
| APH Amphenol Corporation | 4,928 | $351,888.19 | $395,964.8 | - | $44,076.61 | 12.53% | +0.551% |
| ARCC Ares Capital Corporation | 164,209 | $3.12M | $3.08M | - | -$35,545.02 | -1.14% | -0.372% |
| ARMK Aramark | 3,708 | $210,985 | $211,244.76 | - | $259.76 | 0.12% | -0.489% |
| ASML ASML Holding N.V. New York Registry Shares | 800 | $806,155.42 | $1.3M | - | $497,044.58 | 61.66% | -1.359% |
| ATEC Alphatec Holdings Inc. | 20,000 | $217,600 | $190,400 | - | -$27,200 | -12.5% | -1.449% |
| ATI ATI Inc. | 1,070 | $210,897 | $200,560.8 | - | -$10,336.2 | -4.9% | +3.046% |
| ATO Atmos Energy Corporation | 1,919 | $306,194.85 | $331,564.82 | - | $25,369.97 | 8.29% | -0.849% |
| AVGO Broadcom Inc. | 17,415 | $2.87M | $6.78M | - | $3.91M | 136.54% | +0.371% |
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FAQ
Which stocks have generated the highest profits for Ralph Antolino, Jr?
The largest contributions to the portfolio's profits come from the following stocks: Vistance Networks, Inc - $5.09M, Dimensional Emerging Core Equity Market ETF - $2.09M, Schwab U.S. Large-Cap ETF - $1.87M, Tesla, Inc - $1.79M, and Vanguard Total World Stock ETF - $1.73M. 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: FS KKR Capital Corp - $579,484.74, UnitedHealth Group Incorporated - $381,927.5, Intel Corporation - $287,353.55, Summit Financial Group Inc - $204,561.78, and Novo Nordisk A/S Sponsored ADR - $175,408.33. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ralph Antolino, Jr's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.58M earned over time. The largest contributors to dividend income include Vistance Networks, Inc - $2.6M, Capital Group Core Plus Income ETF - $1.79M, Invesco BulletShares 2027 Corporate Bond ETF - $959,359.34, Vanguard Short-Term Corporate Bond ETF - $930,982.2, and Vanguard Small-Cap ETF - $881,659.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ralph Antolino, Jr's monthly returns?
Ralph Antolino, Jr'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 Ralph Antolino, Jr's strategy be considered aggressive or moderate?
Ralph Antolino, Jr'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 Ralph Antolino, Jr's strategy?
Ralph Antolino, Jr'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.
