Cody Gehman Portfolio
Invests via Stonebridge Financial Group, LLC | Managed by Cody Gehman
Invests via Stonebridge Financial Group, LLC
Managed by Cody Gehman
Automatically Tracked
Cody Gehman Profile
Private-equity and corporate finance-focused investor and operator with experience across industrials and specialty manufacturing sectors. Cody Gehman is experienced in originating middle-market investments, leading diligence and driving portfolio-company operational improvements, with prior roles spanning investment teams and operating management. Market-relevant strengths include deal sourcing, financial modeling, carve-out execution and board-level oversight. Tailored to institutional allocators, family offices and strategic acquirers seeking operationally-driven growth investments.
Private-equity and corporate finance-focused investor and operator with experience across industrials and specialty manufacturing sectors. Cody Gehman is experienced in originating middle-market investments, leading diligence and driving portfolio-company operational improvements, with prior roles spanning investment teams and operating management. Market-relevant strengths include deal sourcing, financial modeling, carve-out execution and board-level oversight. Tailored to institutional allocators, family offices and strategic acquirers seeking operationally-driven growth investments.
Investment Philosophy & Strategy
Focuses on operationally-led private equity in middle-market industrials and specialty manufacturing, prioritizing carve-outs and control or influential minority positions where operational improvements drive value. Utilizes sector expertise to source proprietary deals, underwrite through detailed financial modeling and execute rigorous diligence. Capital allocation favors disciplined, growth-with-margin expansion strategies, paired with hands-on portfolio management, KPI-driven turnarounds and three-to-seven year value realization horizons. Risk controlled via conservative leverage, contingency planning and board-level governance.
Focuses on operationally-led private equity in middle-market industrials and specialty manufacturing, prioritizing carve-outs and control or influential minority positions where operational improvements drive value. Utilizes sector expertise to source proprietary deals, underwrite through detailed financial modeling and execute rigorous diligence. Capital allocation favors disciplined, growth-with-margin expansion strategies, paired with hands-on portfolio management, KPI-driven turnarounds and three-to-seven year value realization horizons. Risk controlled via conservative leverage, contingency planning and board-level governance.
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:
19.61%
Gain -0.11%
Monthly
0.83%
Yearly
10.51%
Drawdown
12.64%
$1.38B
Equity
Holdings
$1.38B
Investment
$1.23B
$176.63M
Profit -$1.5M
Realized
$25.09M
Unrealized
$151.54M
Dividends
$42.85M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$1.5M
Win %
67%
This Week
Compared To Last Week
Gain
0.23%
Profit
$3.15M
Win %
67%
This Month
Compared to last month
Gain
1.65%
Profit
$22.35M
Win %
67%
This Year
Compared to last year
Gain
1.39%
Profit
$18.86M
Win %
67%
HONA Honeywell Aerospace Inc.
+4.12%
+$8,671.13 
BP BP p.l.c. Sponsored ADR
+2.51%
+$5,914.62 
RTX RTX Corporation
+2.39%
+$88,835.64 
COP ConocoPhillips
+2.17%
+$6,732.88 
SHEL Shell plc
+2.05%
+$5,295.76 
PEP PepsiCo, Inc.
+2.01%
+$10,490.55 
PM Philip Morris International Inc.
+1.93%
+$68,692.74 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+1.75%
+$148,628.48 
SO The Southern Company
+1.69%
+$60,520.8 
WEC WEC Energy Group Inc.
+1.61%
+$38,324.5 
PPL PPL Corporation
+1.61%
+$12,101.22 
GE General Electric Company
+1.58%
+$7,582.34 
CVX Chevron Corporation
+1.55%
+$21,753.57 
BTG B2Gold Corp
+1.54%
+$852 
MDLZ Mondelez International, Inc.
+1.54%
+$5,192.42 
AMT American Tower Corporation
+1.53%
+$45,425.23 
JPM JPMorgan Chase & Co.
+1.53%
+$198,205.44 
LHX L3Harris Technologies, Inc.
+1.44%
+$69,110.04 
GD General Dynamics Corporation
+1.43%
+$85,894.8 
XLE Energy Select Sector SPDR Fund
+1.41%
+$424,582.02 
KO The Coca-Cola Company
+1.36%
+$87,341.73 
HD The Home Depot, Inc.
+1.31%
+$8,777.67 
WFC Wells Fargo & Company
+1.31%
+$3,927.7 
BLK BlackRock, Inc.
+1.28%
+$76,304.64 
CMI Cummins Inc.
+1.21%
+$79,212.25 
HSY The Hershey Company
+1.19%
+$8,178.73 
PG Procter & Gamble Co
+1.19%
+$26,297.78 
PNC The PNC Financial Services Group, Inc.
+1.18%
+$10,436.86 
COST Costco Wholesale Corporation
+1.18%
+$8,574.94 
LIN Linde plc
+1.13%
+$73,575.58 
LOW Lowe's Companies Inc.
+1.12%
+$52,089.4 
MO Altria Group, Inc.
+1.11%
+$10,231.14 
ADI Analog Devices, Inc.
+1.11%
+$95,258.03 
ET Energy Transfer L.P.
+1.11%
+$2,420 
CASY Casey's General Stores Inc.
+1.08%
+$3,894.8 
NEE NextEra Energy, Inc.
+1.06%
+$62,721.96 
MRK Merck & Co., Inc.
+1.05%
+$13,607.82 
ES Eversource Energy
+1.01%
+$19,885.6 
PWV Invesco Large Cap Value ETF
+0.94%
+$74,570.77 
BRO Brown & Brown Inc.
+0.93%
+$39,109.01 
TFC Truist Financial Corporation
+0.93%
+$4,453.1 
O Realty Income Corporation
+0.88%
+$28,607.18 
TT Trane Technologies plc
+0.87%
+$3,407.47 
AAPL Apple Inc.
+0.85%
+$395,568.22 
DLTR Dollar Tree, Inc.
+0.84%
+$6,182.8 
VZ Verizon Communications Inc.
+0.79%
+$2,534 
AXP American Express Company
+0.77%
+$27,782.48 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$2,094.32 
BRK-B Berkshire Hathaway Inc.
+0.76%
+$33,471.16 
BAC Bank of America Corporation
+0.72%
+$2,897.62 
VUZI Vuzix Corporation
+0.69%
+$322.63 
AVDV Avantis International Small Cap Value ETF
+0.69%
+$2,724.64 
LLY Eli Lilly and Company
+0.68%
+$6,771.61 
ASML ASML Holding N.V. New York Registry Shares
+0.66%
+$1,592.83 
AFL Aflac Inc.
+0.65%
+$45,738 
CB Chubb Limited
+0.65%
+$39,537.22 
V Visa Inc. Class A
+0.63%
+$6,233.56 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.61%
+$1,523.09 
BWXT Bwx Technologies Inc.
+0.6%
+$36,440.32 
YLDE ClearBridge Dividend Strategy ESG ETF
+0.58%
+$2,717.65 
T AT&T Inc.
+0.57%
+$1,783.21 
SYK Stryker Corporation
+0.55%
+$24,946.23 
PECO Phillips Edison & Company, Inc.
+0.53%
+$2,122.8 
SDY SPDR S&P Dividend ETF
+0.51%
+$2,794.6 
DOL WisdomTree International LargeCap Dividend Fund
+0.51%
+$3,497.81 
KIE SPDR S&P Insurance ETF
+0.51%
+$1,591.07 
TRV The Travelers Companies, Inc.
+0.49%
+$1,400.59 
ABBV AbbVie Inc.
+0.49%
+$3,089.96 
EFV iShares MSCI EAFE Value ETF
+0.49%
+$1,874.95 
XLF Financial Select Sector SPDR Fund
+0.48%
+$136,386.23 
PFE Pfizer Inc.
+0.46%
+$1,489.86 
JNJ Johnson & Johnson
+0.46%
+$44,718 
FNCL Fidelity MSCI Financials Index ETF
+0.43%
+$6,056.76 
WMT Walmart Inc.
+0.42%
+$35,043.53 
VNQ Vanguard Real Estate ETF
+0.42%
+$1,329.24 
APD Air Products and Chemicals, Inc.
+0.39%
+$20,157.76 
DGRO iShares Core Dividend Growth ETF
+0.37%
+$242,281.73 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.37%
+$917.32 
RF Regions Financial Corporation
+0.37%
+$17,812.2 
IEFA iShares Core MSCI EAFE ETF
+0.35%
+$6,500.8 
IEUR iShares Core MSCI Europe ETF
+0.35%
+$99,806.02 
GEV GE Vernova Inc.
+0.34%
+$1,212.2 
DON WisdomTree U.S. MidCap Dividend Fund
+0.33%
+$74,636.21 
GDX VanEck Gold Miners ETF
+0.33%
+$767.64 
VYM Vanguard High Dividend Yield ETF
+0.33%
+$4,516.13 
MGV Vanguard Mega Cap Value ETF
+0.31%
+$1,027.65 
FNB F.N.B. Corporation
+0.29%
+$2,979.1 
VTV Vanguard Value ETF
+0.29%
+$1,095.86 
AMGN Amgen Inc.
+0.29%
+$19,776.27 
FEOE First Eagle Overseas Equity ETF
+0.27%
+$1,215.75 
VLO Valero Energy Corporation
+0.24%
+$882.36 
STBA S&T Bancorp, Inc.
+0.24%
+$2,835.44 
IFEB Innovator International Developed Power Buffer ETF - February
+0.23%
+$1,017.47 
MCD McDonald's Corporation
+0.23%
+$10,590.25 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.23%
+$1,486.8 
FCF First Commonwealth Financial Corporation
+0.22%
+$5,265.99 
XLI Industrial Select Sector SPDR Fund
+0.22%
+$1,446.7 
PUSH PGIM Ultra Short Municipal Bond ETF
+0.22%
+$7,273.07 
PAVE Global X U.S. Infrastructure Development ETF
+0.21%
+$1,290.52 
NBTB NBT Bancorp Inc.
+0.2%
+$1,153.2 
NVDA NVIDIA Corporation
+0.16%
+$14,922.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.16%
+$949.63 
CSL Carlisle Companies Inc.
+0.15%
+$2,784.09 
SCHF Schwab International Equity ETF
+0.15%
+$478.8 
CAT Caterpillar Inc.
+0.12%
+$1,557.54 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
+0.11%
+$1,117.32 
CGIE Capital Group International Equity ETF
+0.11%
+$13,212.84 
MA Mastercard Incorporated
+0.1%
+$6,998.29 
DFUV Dimensional US Marketwide Value ETF
+0.1%
+$327.47 
AEM Agnico Eagle Mines Limited
+0.1%
+$275.94 
MPC Marathon Petroleum Corporation
+0.09%
+$7,739.83 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.09%
+$2,089.71 
WELL Welltower Inc.
+0.09%
+$743.82 
VUSB Vanguard Ultra-Short Bond ETF
+0.08%
+$219.52 
VIG Vanguard Dividend Appreciation ETF
+0.08%
+$4,185.89 
IBTI iShares iBonds Dec 2028 Term ETF
+0.07%
+$271.12 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$358.75 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$9,113.77 
WM Waste Management, Inc.
+0.06%
+$146.86 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.06%
+$109.18 
IMAR Innovator International Developed Power Buffer ETF - March
+0.05%
+$158.02 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.05%
+$155.71 
JEPI JPMorgan Equity Premium Income Fund
+0.04%
+$2,375.28 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$144.46 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$4,247.62 
BSV Vanguard Short-Term Bond ETF
+0.04%
+$509.55 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.04%
+$230.19 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$587.13 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$2,707.65 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$93.06 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.02%
+$3,988.62 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$4,475.79 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$423.07 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$2,855.66 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$4,035.3 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
+0.02%
+$225.28 
GS The Goldman Sachs Group, Inc.
+0.01%
+$31.79 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
KFEB Innovator U.S. Small Cap Power Buffer ETF
0%
+$0.76 
HONIV Honeywell International Inc.
0%
$0 NMAR
NMAR
0%
$0 
PANW Palo Alto Networks, Inc.
-7.45%
-$15,124.79 
CRWD CrowdStrike Holdings, Inc.
-7.21%
-$21,556.09 
PLTR Palantir Technologies Inc.
-6.36%
-$123,216 
TECL Direxion Daily Technology Bull 3x Shares
-6.09%
-$31,839.9 
SKYY First Trust Cloud Computing ETF
-4.41%
-$21,234.15 
INTC Intel Corporation
-3.86%
-$22,977.92 
MU Micron Technology, Inc.
-3.62%
-$16,806.32 
ORCL Oracle Corporation
-3.46%
-$109,915.42 
AMD Advanced Micro Devices, Inc.
-3.46%
-$18,224.63 
GLW Corning Incorporated
-3.17%
-$199,538.22 
HOOD Robinhood Markets, Inc.
-3.12%
-$17,508.96 
LRCX Lam Research Corporation
-3.07%
-$23,645.13 
AMAT Applied Materials, Inc.
-3.01%
-$13,203.91 
AVGO Broadcom Inc.
-2.89%
-$25,288.41 
DELL Dell Technologies Inc.
-2.65%
-$5,083.12 
NFLX Netflix, Inc.
-2.53%
-$11,783.36 
AIQ Global X Artificial Intelligence & Technology ETF
-2.26%
-$18,990.6 
META Meta Platforms Inc Class A
-2.2%
-$204,770.74 
XLK State Street Technology Select Sector SPDR ETF
-1.92%
-$11,786.61 
VRT Vertiv Holdings Co
-1.91%
-$97,526.19 
MSFT Microsoft Corp.
-1.9%
-$363,964.86 
VGT Vanguard Information Technology ETF
-1.83%
-$8,518.72 
IWP iShares Russell Mid-Cap Growth ETF
-1.81%
-$306,146.48 
CSCO Cisco Systems, Inc.
-1.64%
-$117,730.8 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.57%
-$7,418.02 
EW Edwards Lifesciences Corporation
-1.54%
-$3,608.07 
QQQM Invesco NASDAQ 100 ETF
-1.54%
-$5,489.87 
NLR VanEck Uranium and Nuclear ETF
-1.51%
-$93,056.02 
GOOGL Alphabet Inc
-1.5%
-$236,112.4 
QQQ Invesco QQQ Trust, Series 1
-1.44%
-$47,362.35 
SPCX Space Exploration Technologies Corp. Class A
-1.43%
-$3,167.31 
CGGR Capital Group Growth ETF
-1.43%
-$319,262.72 
DE Deere & Company
-1.43%
-$3,346.46 
FBCG Fidelity Blue Chip Growth Fund
-1.41%
-$4,234.12 
GOOG Alphabet Inc
-1.39%
-$50,620.2 
NULG Nuveen ESG Large-Cap Growth ETF
-1.33%
-$3,423.55 
MGK Vanguard Mega Cap Growth ETF
-1.3%
-$6,150 
IWF iShares Russell 1000 Growth ETF
-1.24%
-$183,601.88 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.23%
-$11,823.1 
VUG Vanguard Growth ETF
-1.23%
-$5,757.4 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.22%
-$423,147.52 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.2%
-$2,501.89 
TCHP T. Rowe Price Blue Chip Growth ETF
-1.16%
-$3,162.99 
IWM iShares Russell 2000 ETF
-1.11%
-$4,968.34 
TSLA Tesla, Inc.
-1.11%
-$20,603.38 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.08%
-$6,373.02 
IEMG iShares Core MSCI Emerging Markets ETF
-1.08%
-$13,533.18 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.06%
-$317,798 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.02%
-$4,697.28 
IBIT iShares Bitcoin Trust
-1.01%
-$2,354.23 
QCOM QUALCOMM Incorporated
-1%
-$37,679.29 
SPEM SPDR Portfolio Emerging Markets ETF
-1%
-$2,482.3 
VRTX Vertex Pharmaceuticals Incorporated
-1%
-$2,407.57 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
-0.97%
-$3,968.65 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.92%
-$51,005.07 
XLC Communication Services Select Sector SPDR Fund
-0.91%
-$259,517.58 
BUFQ FT Nasdaq Buffer ETF July.
-0.9%
-$6,586.43 
CGNG Capital Group New Geography Equity ETF
-0.9%
-$36,843.03 
AMRX Amneal Pharmaceuticals Inc.
-0.88%
-$6,129.52 
VB Vanguard Small-Cap ETF
-0.88%
-$3,767.17 
SAMT Strategas Macro Thematic Opportunities ETF
-0.87%
-$91,780.2 
IBM International Business Machines Corporation
-0.86%
-$8,570.64 
CGGO Capital Group Global Growth Equity ETF
-0.78%
-$152,277.3 
SCHM Schwab U.S. Mid-Cap ETF
-0.74%
-$10,008.5 
NNDM Nano Dimension Ltd.
-0.69%
-$100 
IWR iShares Russell Mid-Cap ETF
-0.69%
-$1,912.92 
LRGF iShares U.S. Equity Factor ETF
-0.66%
-$114,768.15 
MDT Medtronic plc
-0.66%
-$34,163.01 
NUSC Nuveen ESG Small-Cap ETF
-0.66%
-$1,594.12 
PRU Prudential Financial, Inc.
-0.62%
-$1,492.56 
NWFL Norwood Financial Corp
-0.6%
-$11,469.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.59%
-$4,031.98 
SCHX Schwab U.S. Large-Cap ETF
-0.59%
-$2,296.26 
AMZN Amazon.com Inc
-0.59%
-$18,359.97 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-0.58%
-$1,820.55 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.58%
-$32,735.63 
IWB iShares Russell 1000 ETF
-0.57%
-$3,985.74 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.57%
-$1,284.92 
UPS United Parcel Service, Inc.
-0.56%
-$2,940.3 
CEG Constellation Energy Corporation
-0.56%
-$3,437.28 
IVV iShares Core S&P 500 ETF
-0.56%
-$2,040.56 
FHLC Fidelity MSCI Health Care Index ETF
-0.53%
-$4,226.4 
PAYX Paychex Inc.
-0.52%
-$28,660.87 
IJH iShares Core S&P Mid-Cap ETF
-0.51%
-$6,304.48 
SPY SPDR S&P 500 ETF Trust
-0.5%
-$31,249.36 
VHT Vanguard Health Care ETF
-0.5%
-$8,452.95 
IJR iShares Core S&P Small-Cap ETF
-0.49%
-$1,308.51 
VOO Vanguard S&P 500 ETF
-0.48%
-$13,236.04 
VT Vanguard Total World Stock ETF
-0.46%
-$9,124.27 
MMM 3M Company
-0.45%
-$1,393.42 
ACWI iShares MSCI ACWI ETF
-0.41%
-$1,612.65 
EMR Emerson Electric Co.
-0.4%
-$27,181.02 
VO Vanguard Mid-Cap ETF
-0.35%
-$2,780.4 
CGDV Capital Group Dividend Value ETF
-0.34%
-$10,887.31 
FMAY FT Vest U.S. Equity Buffer ETF
-0.33%
-$2,973.31 
USMV iShares MSCI USA Min Vol Factor ETF
-0.32%
-$816.08 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.3%
-$1,757.28 
BUFR FT Vestladder Buffer ETF-USD I
-0.29%
-$2,145 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.29%
-$919.03 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.28%
-$1,776.06 
GLDM SPDR Gold MiniShares Trust
-0.28%
-$11,547.38 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.25%
-$3,538.21 
SGOL abrdn Physical Gold Shares ETF
-0.24%
-$40,888.95 
IAU iShares Gold Trust
-0.24%
-$30,760.69 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.22%
-$6,411.46 
FRAF Franklin Financial Services Corporation
-0.22%
-$780.44 
ABT Abbott Laboratories
-0.21%
-$10,492.9 
XLV Health Care Select Sector SPDR Fund
-0.2%
-$72,430.92 
RSP Invesco S&P 500 Equal Weight ETF
-0.2%
-$472.85 
GLD SPDR Gold Shares
-0.2%
-$11,803.95 
VEU Vanguard FTSE All-World ex-US ETF
-0.19%
-$1,756.31 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.18%
-$4,320.18 
PYLD PIMCO Multisector Bond Active ETF
-0.18%
-$64,262.52 
BLV Vanguard Long-Term Bond ETF
-0.16%
-$690.1 
COPX Global X Copper Miners ETF
-0.15%
-$8,216.88 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.14%
-$312.27 
CGMU Capital Group Municipal Income ETF
-0.13%
-$26,795.9 
CBSH Commerce Bancshares, Inc.
-0.13%
-$5,805.17 
PRF Invesco FTSE RAFI US 1000 ETF
-0.12%
-$18,430.58 
CGCP Capital Group Core Plus Income ETF
-0.12%
-$40,865.45 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$13,595.83 
RDVY First Trust Rising Dividend Achievers ETF
-0.11%
-$985.77 
IFF International Flavors & Fragrances Inc.
-0.1%
-$313.79 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.1%
-$24,688.9 
AOA iShares Core Aggressive Allocation ETF
-0.08%
-$861.12 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.07%
-$503.48 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.06%
-$305.79 
JPLD JPMorgan Limited Duration ETF
-0.05%
-$4,682.98 
BMY Bristol-Myers Squibb Company
-0.03%
-$89.56 
USTB VictoryShares Short-Term Bond ETF
-0.03%
-$25,969.89 
HMOP Hartford Municipal Opportunities ETF
-0.03%
-$55.77 
GVI iShares Intermediate Government Bond ETF
-0.02%
-$85.17 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.01%
-$5,113.7 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$25.05 Events
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Dividends
Dividend Analysis
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| Trades 2862 | Longs Won 1601/2862 55% | Profit Factor 4.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $522,821.8 |
| Average Win $141,788.34 | Best Trade (Oct 16) $12.55M | Sharpe Ratio -134.62 |
| Average Loss -$39,945.34 | Worst Trade (Jun 29) -$3.4M | Z-Score 3.44 (99.94%) |
| Commissions $0 | Avg. Trade Length 8m 5d | Expectancy $61,716.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 135,237 | $33.91M | $46.65M | - | $12.74M | 37.57% | +0.855% |
| ABBV AbbVie Inc. | 2,231 | $432,978.27 | $635,355.33 | - | $202,377.06 | 46.74% | +0.489% |
| ABT Abbott Laboratories | 47,695 | $5.15M | $4.98M | - | -$168,031.89 | -3.26% | -0.21% |
| ACWI iShares MSCI ACWI ETF | 2,481 | $302,525.39 | $393,436.98 | - | $90,911.59 | 30.05% | -0.408% |
| ADI Analog Devices, Inc. | 21,263 | $4.59M | $8.68M | - | $4.09M | 89.11% | +1.109% |
| AEM Agnico Eagle Mines Limited | 1,533 | $301,597.96 | $287,805.42 | - | -$13,792.54 | -4.57% | +0.096% |
| AFL Aflac Inc. | 59,400 | $6.19M | $7.06M | - | $868,632.67 | 14.03% | +0.652% |
| AIQ Global X Artificial Intelligence & Technology ETF | 13,097 | $780,559.35 | $820,396.08 | - | $39,836.73 | 5.1% | -2.262% |
| AMAT Applied Materials, Inc. | 1,020 | $359,514.47 | $425,406.3 | - | $65,891.83 | 18.33% | -3.01% |
| AMD Advanced Micro Devices, Inc. | 937 | $215,521.99 | $508,584.86 | - | $293,062.87 | 135.98% | -3.459% |
| AMGN Amgen Inc. | 15,821 | $4.36M | $6.89M | - | $2.52M | 57.82% | +0.288% |
| AMRX Amneal Pharmaceuticals Inc. | 36,056 | $285,588.28 | $687,948.48 | - | $402,360.2 | 140.89% | -0.883% |
| AMT American Tower Corporation | 16,399 | $3.05M | $3.02M | - | -$34,594.97 | -1.13% | +1.527% |
| AMZN Amazon.com Inc | 12,281 | $2.72M | $3.11M | - | $390,628.5 | 14.36% | -0.587% |
| AOA iShares Core Aggressive Allocation ETF | 10,764 | $838,359.18 | $1.05M | - | $209,731.5 | 25.02% | -0.082% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 9,108 | $528,822.64 | $623,488.14 | - | $94,665.5 | 17.9% | -0.284% |
| APD Air Products and Chemicals, Inc. | 17,229 | $4.95M | $5.13M | - | $183,632.44 | 3.71% | +0.394% |
| ASML ASML Holding N.V. New York Registry Shares | 145 | $285,624.7 | $241,921.62 | - | -$43,703.08 | -15.3% | +0.663% |
| AVDV Avantis International Small Cap Value ETF | 3,707 | $359,139.36 | $400,522.81 | - | $41,383.45 | 11.52% | +0.685% |
| AVGO Broadcom Inc. | 2,539 | $766,983.38 | $848,965.43 | - | $81,982.05 | 10.69% | -2.893% |
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FAQ
Which stocks have generated the highest profits for Cody Gehman?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Gold Shares - $9.3M, Corning Incorporated - $4.41M, iShares Core MSCI Emerging Markets ETF - $3.34M, iShares Core MSCI Pacific ETF - $2.94M, and iShares Core MSCI Europe ETF - $2.76M. 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: Energy Select Sector SPDR Fund - $3.21M, Consumer Discretionary Select Sector SPDR Fund - $2.72M, FactSet Research Systems Inc - $1.83M, WisdomTree Cloud Computing Fund - $1.66M, and Financial Select Sector SPDR Fund - $1.6M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cody Gehman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $42.85M earned over time. The largest contributors to dividend income include Capital Group Core Plus Income ETF - $3.15M, PIMCO Multisector Bond Active ETF - $2.62M, PIMCO Short Term Municipal Bond Active ETF - $2.36M, WisdomTree Floating Rate Treasury Fund - $2.34M, and VictoryShares Short-Term Bond ETF - $2.32M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cody Gehman's monthly returns?
Cody Gehman's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Cody Gehman's strategy be considered aggressive or moderate?
Cody Gehman'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 Cody Gehman's strategy?
Cody Gehman'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.
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