SS
Sarah Saadeh Portfolio
Invests via CHESAPEAKE CAPITAL Corp. /IL/ | Managed by Sarah Saadeh
Invests via CHESAPEAKE CAPITAL Corp. /IL/
Managed by Sarah Saadeh
Automatically Tracked
Sarah Saadeh Profile
Bringing extensive experience in corporate finance and strategic consulting, Sarah Saadeh is a seasoned professional known for her leadership in driving business transformation. She has successfully partnered with multiple organizations to optimize operational efficiencies and enhance market positioning. With a strong foundation in finance from renowned institutions, she combines analytical rigor with practical insight to elevate organizational performance. Her contributions extend into the realm of investor relations, where she excels at fostering stakeholder engagement and facilitating capital acquisition efforts. As a dynamic leader within financial markets, Saadeh's influence is evident across diverse sectors.
Bringing extensive experience in corporate finance and strategic consulting, Sarah Saadeh is a seasoned professional known for her leadership in driving business transformation. She has successfully partnered with multiple organizations to optimize operational efficiencies and enhance market positioning. With a strong foundation in finance from renowned institutions, she combines analytical rigor with practical insight to elevate organizational performance. Her contributions extend into the realm of investor relations, where she excels at fostering stakeholder engagement and facilitating capital acquisition efforts. As a dynamic leader within financial markets, Saadeh's influence is evident across diverse sectors.
Investment Philosophy & Strategy
Operating through a lens of transformational growth, Sarah Saadeh is poised to leverage her extensive experience in corporate finance and strategic consulting to identify high-impact investment opportunities. Her ability to optimize operational frameworks enables her to uncover avenues for enhancing value creation within organizations. A focus on stakeholder engagement underpins her approach, as she emphasizes building strong relationships with investors while facilitating capital flows that align with strategic initiatives. This combination of analytical acumen and leadership fosters a forward-thinking mindset essential for navigating dynamic market landscapes.
Operating through a lens of transformational growth, Sarah Saadeh is poised to leverage her extensive experience in corporate finance and strategic consulting to identify high-impact investment opportunities. Her ability to optimize operational frameworks enables her to uncover avenues for enhancing value creation within organizations. A focus on stakeholder engagement underpins her approach, as she emphasizes building strong relationships with investors while facilitating capital flows that align with strategic initiatives. This combination of analytical acumen and leadership fosters a forward-thinking mindset essential for navigating dynamic market landscapes.
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:
57.62%
Gain +0.15%
Monthly
1.44%
Yearly
18.72%
Drawdown
16.44%
$178.06M
Equity
Holdings
$178.06M
Investment
$136.63M
$55.12M
Profit +$140,982.52
Realized
$13.69M
Unrealized
$41.43M
Dividends
$6.26M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.15%
Profit
$140,982.52
Win %
68%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$212,621.09
Win %
68%
This Month
Compared to last month
Gain
2.92%
Profit
$5.05M
Win %
68%
This Year
Compared to last year
Gain
-2.84%
Profit
-$5.18M
Win %
64%
NVT nVent Electric plc
+6.24%
+$69,594.21 
COHR Coherent Corp.
+5.55%
+$55,140.26 
GVA Granite Construction Incorporated
+5.26%
+$42,041.45 
FTNT Fortinet Inc.
+4.99%
+$14,791.7 
FERG Ferguson Enterprises Inc
+3.52%
+$18,689.65 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$14,646.85 
CRS Carpenter Technology Corporation
+3.17%
+$87,007.14 
STNG Scorpio Tankers Inc.
+3.08%
+$18,523.5 
ATI ATI Inc.
+3.05%
+$22,431.5 
LITE Lumentum Holdings Inc.
+2.99%
+$140,056.27 
BCPC Balchem Corporation
+2.97%
+$18,518.22 
NVDA NVIDIA Corporation
+2.93%
+$61,839.38 
LYB LyondellBasell Industries N.V.
+2.71%
+$9,205.33 
CVX Chevron Corporation
+2.35%
+$9,835.52 
BP BP p.l.c. Sponsored ADR
+2.26%
+$22,758 
WDC Western Digital Corporation
+2.21%
+$110,767.09 
DVN Devon Energy Corporation
+2.17%
+$15,172.8 
CSCO Cisco Systems, Inc.
+2.14%
+$24,494.4 
LNG Cheniere Energy Inc.
+2.13%
+$18,265.69 
PSA Public Storage Common Stock
+2.12%
+$20,119.68 
HII Huntington Ingalls Industries Inc.
+2.05%
+$15,641.45 
KEYS Keysight Technologies, Inc.
+2.04%
+$21,412.85 
GWW W.W. Grainger, Inc.
+1.97%
+$25,259.83 
HAL Halliburton Company
+1.93%
+$10,247.39 
ROK Rockwell Automation, Inc.
+1.93%
+$13,867.99 
LHX L3Harris Technologies, Inc.
+1.9%
+$20,345.91 
GLNG Golar LNG Ltd.
+1.89%
+$20,784.4 
BWXT Bwx Technologies Inc.
+1.88%
+$15,696.17 
ITT Itt Inc.
+1.54%
+$20,115 
LMT Lockheed Martin Corporation
+1.5%
+$6,852.22 
NOC Northrop Grumman Corporation
+1.43%
+$5,371.52 
PWR Quanta Services Inc.
+1.43%
+$17,793.88 
KLAC KLA Corporation
+1.38%
+$14,123.34 
RS Reliance Inc.
+1.27%
+$11,196.37 
BG Bunge Global S.A.
+1.1%
+$6,463.52 
EQT EQT Corporation
+1.1%
+$5,450.84 
VMI Valmont Industries, Inc.
+1.07%
+$11,335.47 
TS Tenaris S.A.
+1.06%
+$12,100.8 
NTES NetEase, Inc. American Depositary Receipt
+1.04%
+$2,731.8 
URI United Rentals, Inc.
+0.99%
+$8,589.05 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.97%
+$4,316.07 
TTE TotalEnergies SE
+0.95%
+$10,701.2 
DRS Leonardo DRS, Inc.
+0.94%
+$6,311.53 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$1,968.11 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$12,731.26 
ORA Ormat Technologies Inc.
+0.9%
+$6,120.45 
GEV GE Vernova Inc.
+0.85%
+$7,312.8 
CP Canadian Pacific Kansas City Limited
+0.83%
+$6,984.64 
SU Suncor Energy Inc.
+0.82%
+$14,934.15 
KGS Kodiak Gas Services Inc.
+0.77%
+$8,177.85 
TSLA Tesla, Inc.
+0.76%
+$1,321.59 
GEO The Geo Group, Inc.
+0.72%
+$3,365.56 
FRO Frontline plc
+0.69%
+$5,488.06 
WMS Advanced Drainage Systems, Inc.
+0.66%
+$1,746.27 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$4,423.41 
VALE Vale S.A.
+0.47%
+$6,561.94 
NSC Norfolk Southern Corporation
+0.46%
+$3,394.54 
PFE Pfizer Inc.
+0.4%
+$1,323.6 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$3,675.4 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$16,718.76 
CXW CoreCivic Inc.
+0.34%
+$1,614.2 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.32%
+$2,288 
GD General Dynamics Corporation
+0.32%
+$3,283.02 
MRK Merck & Co., Inc.
+0.32%
+$3,991.86 
TD The Toronto-Dominion Bank
+0.13%
+$1,741.28 
AMX América Móvil, S.A.B. de C.V.
+0.12%
+$1,148.28 
BDX Becton, Dickinson and Company
+0.1%
+$537.88 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$4,945.74 
NUE Nucor Corporation
+0.1%
+$1,518.01 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$168.76 
ILMN Illumina, Inc.
+0.01%
+$30.03 
ATMU Atmus Filtration Technologies Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$243,090.38 
CTVA Corteva Inc.
-11.9%
-$232,159.2 
AAPL Apple Inc.
-7.35%
-$43,351.36 
NXT Nextracker Inc.
-7.25%
-$41,294.22 
TROW T. Rowe Price Group, Inc.
-6.31%
-$74,840.67 
LIN Linde plc
-5.95%
-$42,636.35 
MU Micron Technology, Inc.
-5.9%
-$283,706.53 
HIVE HIVE Digital Technologies Ltd.
-5.67%
-$4,835.99 
AGCO AGCO Corporation
-4.64%
-$21,982.31 
AMR Alpha Metallurgical Resources, Inc.
-4.62%
-$9,057.3 
TSN Tyson Foods Inc.
-4.43%
-$27,497.18 
IREN IREN Limited
-3.82%
-$25,577.74 
AU AngloGold Ashanti plc
-3.66%
-$39,431 
AEM Agnico Eagle Mines Limited
-3.63%
-$33,504.72 
TECK Teck Resources Ltd.
-3.6%
-$20,421 
BXMT Blackstone Mortgage Trust Inc
-2.87%
-$11,943.25 
BIIB Biogen Inc.
-2.4%
-$19,317.38 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.37%
-$4,926.09 
YUM Yum! Brands, Inc.
-2.37%
-$9,017.28 
BA Boeing Company
-2.15%
-$12,228.41 
NEM Newmont Corporation
-2.14%
-$10,780.95 
CCJ Cameco Corporation
-2.1%
-$11,334.95 
APLD Applied Digital Corporation
-2.07%
-$10,433.04 
AGI Alamos Gold Inc.
-2.01%
-$10,716 
GFF Griffon Corporation
-1.97%
-$10,644.69 
AMD Advanced Micro Devices, Inc.
-1.9%
-$33,744.55 
RBC RBC Bearings Incorporated
-1.89%
-$16,266.27 
NXE NexGen Energy Ltd.
-1.82%
-$6,332.33 
APD Air Products and Chemicals, Inc.
-1.77%
-$10,269.54 
ADM Archer-Daniels-Midland Co
-1.66%
-$21,283.22 
BHP BHP Group Ltd.
-1.64%
-$26,101.92 
AS Amer Sports, Inc.
-1.63%
-$5,363.67 
CNR Core Natural Resources, Inc.
-1.59%
-$6,206.19 
LRCX Lam Research Corporation
-1.58%
-$27,659.56 
GATX GATX Corporation
-1.56%
-$17,797.87 
NET Cloudflare Inc.
-1.56%
-$10,725.12 
YOU Clear Secure Inc.
-1.53%
-$10,489.4 
PLUG Plug Power Inc.
-1.44%
-$1,491.33 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$6,372.94 
PPG PPG Industries Inc.
-1.35%
-$7,630.02 
CLH Clean Harbors Inc.
-1.35%
-$16,059.43 
MNST Monster Beverage Corporation
-1.3%
-$15,449.55 
WTRG Essential Utilities Inc.
-1.24%
-$9,136.5 
SCCO Southern Copper Corporation
-1.24%
-$11,259.88 
HCC Warrior Met Coal Inc.
-1.23%
-$5,465.79 
HSY The Hershey Company
-1.23%
-$7,555.87 
SRE Sempra
-1.15%
-$3,967.56 
NEE NextEra Energy, Inc.
-1.15%
-$14,381.39 
DE Deere & Company
-1.13%
-$7,010.79 
TKO Tko Group Holdings Inc.
-1.09%
-$13,344 
VMC Vulcan Materials Company
-0.98%
-$8,877.68 
EW Edwards Lifesciences Corporation
-0.98%
-$12,682 
MCHP Microchip Technology Incorporated
-0.96%
-$2,185.21 
BC Brunswick Corporation
-0.94%
-$4,685.25 
KEX Kirby Corporation
-0.91%
-$8,068.8 
O Realty Income Corporation
-0.87%
-$10,953.04 
CVS CVS Health Corporation
-0.75%
-$6,256.01 
GSK GSK plc Sponsored ADR
-0.73%
-$5,073.76 
MP MP Materials Corp.
-0.7%
-$3,259.6 
BE Bloom Energy Corporation
-0.63%
-$15,502.54 
ACGL Arch Capital Group Ltd
-0.6%
-$5,194.76 
ROST Ross Stores, Inc.
-0.59%
-$8,140.52 
ULS Ul Solutions Inc.
-0.56%
-$3,213.08 
PRU Prudential Financial, Inc.
-0.56%
-$1,472.46 
LLY Eli Lilly and Company
-0.53%
-$1,771.57 
STLD Steel Dynamics Inc.
-0.49%
-$4,745.52 
CF CF Industries Holdings, Inc.
-0.46%
-$3,165.64 
PEP PepsiCo, Inc.
-0.46%
-$4,862.08 
CCK Crown Holdings Inc.
-0.44%
-$2,504.32 
TEL TE Connectivity plc
-0.43%
-$3,232.48 
QSR Restaurant Brands International Inc.
-0.43%
-$2,671.71 
MBB iShares MBS ETF
-0.4%
-$10,939.79 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$6,250.53 
CR Crane NXT Co.
-0.34%
-$2,150.58 
AZZ Azz Inc.
-0.17%
-$4,203.06 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$479.82 
ELV Elevance Health, Inc.
-0.15%
-$398.15 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$4,301.64 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$2,963.09 
MUB iShares National Muni Bond ETF
-0.11%
-$9,662.52 
ALB Albemarle Corporation
-0.1%
-$341.4 
TIP iShares TIPS Bond ETF
-0.1%
-$7,141.09 
BNS Bank of Nova Scotia
-0.08%
-$1,414.35 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$3,599.7 Events
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Dividends
Dividend Analysis
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| Trades 1224 | Longs Won 726/1224 59% | Profit Factor 4.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $222,165.42 |
| Average Win $95,238.65 | Best Trade (Aug 18) $4.16M | Sharpe Ratio -9.66 |
| Average Loss -$28,165.23 | Worst Trade (Aug 01) -$314,758.09 | Z-Score -2.98 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 5d | Expectancy $45,030.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,329 | 5,696 | 5,063 | 4,430 | 3,797 | 3,165 | 2,532 | 1,899 | 1,266 | 633 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,768 | $479,261.78 | $546,152.88 | - | $66,891.1 | 13.96% | -7.354% |
| ACGL Arch Capital Group Ltd | 8,516 | $816,854.72 | $856,113.48 | - | $39,258.76 | 4.81% | -0.603% |
| ADM Archer-Daniels-Midland Co | 15,883 | $991,508.84 | $1.26M | - | $267,536.57 | 26.98% | -1.662% |
| AEM Agnico Eagle Mines Limited | 6,114 | $431,497.09 | $888,180.78 | - | $456,683.69 | 105.84% | -3.635% |
| AGCO AGCO Corporation | 4,423 | $483,724.78 | $451,853.68 | - | -$31,871.1 | -6.59% | -4.639% |
| AGI Alamos Gold Inc. | 18,800 | $303,697.22 | $523,204 | - | $219,506.78 | 72.28% | -2.007% |
| ALB Albemarle Corporation | 2,845 | $401,877.42 | $334,685.8 | - | -$67,191.62 | -16.72% | -0.102% |
| AMD Advanced Micro Devices, Inc. | 3,652 | $758,761.64 | $1.74M | - | $980,138.12 | 129.18% | -1.904% |
| AMR Alpha Metallurgical Resources, Inc. | 1,362 | $272,236.82 | $186,811.92 | - | -$85,424.9 | -31.38% | -4.624% |
| AMX América Móvil, S.A.B. de C.V. | 38,276 | $809,948.66 | $970,296.6 | - | $160,347.94 | 19.8% | +0.118% |
| APD Air Products and Chemicals, Inc. | 1,934 | $567,010 | $570,317.28 | - | $3,307.28 | 0.58% | -1.769% |
| APLD Applied Digital Corporation | 17,988 | $284,641.38 | $492,691.32 | - | $208,049.94 | 73.09% | -2.074% |
| AS Amer Sports, Inc. | 9,091 | $315,355.05 | $322,821.41 | - | $7,466.36 | 2.37% | -1.634% |
| ASML ASML Holding N.V. New York Registry Shares | 284 | $379,246.09 | $462,636 | - | $83,389.91 | 21.99% | -1.359% |
| ATI ATI Inc. | 4,049 | $358,864.51 | $758,944.56 | - | $400,080.05 | 111.48% | +3.046% |
| ATMU Atmus Filtration Technologies Inc. | 14,121 | $546,828.76 | $729,067.23 | - | $182,238.47 | 33.33% | 0.0 |
| AU AngloGold Ashanti plc | 13,100 | $403,278.71 | $1.04M | - | $635,813.29 | 157.66% | -3.656% |
| AZZ Azz Inc. | 17,512 | $1.23M | $2.53M | - | $1.3M | 105.64% | -0.166% |
| BA Boeing Company | 2,569 | $554,672.35 | $555,263.66 | - | $591.31 | 0.11% | -2.155% |
| BC Brunswick Corporation | 6,247 | $464,117.36 | $493,513 | - | $29,395.64 | 6.33% | -0.94% |
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FAQ
Which stocks have generated the highest profits for Sarah Saadeh?
The largest contributions to the portfolio's profits come from the following stocks: Strategy Inc - $1.68M, Elf Beauty Inc - $1.07M, Vital Farms Inc - $686,809.22, Embraer S.A. Sponsored American Depositary Receipt - $684,105, and Axon Enterprise, Inc - $620,619.36. 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: Alpha Metallurgical Resources, Inc - $208,453.67, Universal Corporation - $199,406.89, Block, Inc - $191,905.03, Columbus McKinnon Corporation - $187,033.74, and C3.ai Inc - $170,525.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sarah Saadeh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.26M earned over time. The largest contributors to dividend income include Vanguard Short-Term Corporate Bond ETF - $327,840.7, iShares TIPS Bond ETF - $308,953.03, iShares Preferred and Income Securities ETF - $275,755.85, iShares National Muni Bond ETF - $254,352.95, and SPDR Bloomberg High Yield Bond ETF - $232,872.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sarah Saadeh's monthly returns?
Sarah Saadeh's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Sarah Saadeh's strategy be considered aggressive or moderate?
Sarah Saadeh's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Sarah Saadeh's strategy?
Sarah Saadeh's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
