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:
20.38%
Gain -0.46%
Monthly
0.93%
Yearly
11.76%
Drawdown
12.64%
$1.32B
Equity
Holdings
$1.32B
Investment
$1.17B
$182.61M
Profit -$5.08M
Realized
$26.21M
Unrealized
$156.4M
Dividends
$38.78M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$5.08M
Win %
70%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$9.82M
Win %
70%
This Month
Compared to last month
Gain
-0.38%
Profit
-$5.08M
Win %
70%
This Year
Compared to last year
Gain
0.52%
Profit
$6.85M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$409,002.77 
GOOG Alphabet Inc
+6.88%
+$232,663.13 
GOOGL Alphabet Inc
+6.73%
+$980,411.04 
VRT Vertiv Holdings Co
+6.18%
+$326,719.7 
TT Trane Technologies plc
+3.33%
+$13,070.98 
META Meta Platforms Inc Class A
+3.28%
+$220,770.05 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$6,722.88 
MSFT Microsoft Corp.
+3.02%
+$472,450.21 
NVDA NVIDIA Corporation
+2.93%
+$226,772.93 
CVX Chevron Corporation
+2.35%
+$28,024 
GLW Corning Incorporated
+2.24%
+$130,671.78 
CSCO Cisco Systems, Inc.
+2.14%
+$162,032.4 
LHX L3Harris Technologies, Inc.
+1.9%
+$98,530.35 
BWXT Bwx Technologies Inc.
+1.88%
+$131,453.48 
ORCL Oracle Corporation
+1.81%
+$48,643.98 
VZ Verizon Communications Inc.
+1.52%
+$5,138 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$3,859.92 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+1.45%
+$108,313.29 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$398,221.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$6,263.04 
GE General Electric Company
+1.42%
+$7,771.35 
COP ConocoPhillips
+1.22%
+$3,100.1 
WFC Wells Fargo & Company
+1.19%
+$3,629.16 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,104.86 
AMAT Applied Materials, Inc.
+1.18%
+$5,917.72 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$3,950.13 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$4,868.75 
VUG Vanguard Growth ETF
+1.1%
+$4,763.46 
IBM International Business Machines Corporation
+0.86%
+$7,800.36 
NWFL Norwood Financial Corp
+0.86%
+$16,605.69 
GEV GE Vernova Inc.
+0.85%
+$3,033.15 
MCD McDonald's Corporation
+0.82%
+$44,541.4 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$238,010.25 
EMR Emerson Electric Co.
+0.79%
+$49,115.56 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
+0.79%
+$3,278.45 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$1,893.06 
TSLA Tesla, Inc.
+0.76%
+$11,943.86 
MPC Marathon Petroleum Corporation
+0.76%
+$41,046.08 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$106,366.57 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$202,894.75 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$43,110.05 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$116,060.15 
VOO Vanguard S&P 500 ETF
+0.71%
+$18,929.86 
CAT Caterpillar Inc.
+0.7%
+$9,270.43 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,957.5 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$2,242.64 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,391.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$3,061.51 
QTUM Defiance Quantum ETF
+0.67%
+$1,726.78 
PLTR Palantir Technologies Inc.
+0.65%
+$7,358.38 
CGGR Capital Group Growth ETF
+0.65%
+$128,516.69 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$19,420.56 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,423.07 
IWB iShares Russell 1000 ETF
+0.64%
+$4,249.28 
CGDV Capital Group Dividend Value ETF
+0.63%
+$17,923.58 
ET Energy Transfer L.P.
+0.59%
+$1,320 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,851.56 
MO Altria Group, Inc.
+0.57%
+$4,763.46 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$5,168.79 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$3,627.71 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$28,545.16 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.52%
+$2,466.68 
ACWI iShares MSCI ACWI ETF
+0.49%
+$1,875.7 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$13,697.21 
FMAY FT Vest U.S. Equity Buffer ETF
+0.48%
+$4,225.2 
SAMT Strategas Macro Thematic Opportunities ETF
+0.47%
+$45,754.57 
FJUL FT Vest US Equity Buffer ETF
+0.47%
+$2,567.6 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$4,800.04 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$3,049.82 
PAYX Paychex Inc.
+0.44%
+$25,485.72 
FAUG FT Vest U.S. Equity Buffer ETF
+0.41%
+$1,924.58 
CASY Casey's General Stores Inc.
+0.4%
+$1,802.5 
PFE Pfizer Inc.
+0.4%
+$1,129 
RTX RTX Corporation
+0.39%
+$16,817.64 
VLO Valero Energy Corporation
+0.38%
+$937.72 
AVGO Broadcom Inc.
+0.37%
+$3,170.88 
PG Procter & Gamble Co
+0.37%
+$7,408.87 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$15,385.92 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$3,221.86 
BAC Bank of America Corporation
+0.36%
+$1,629.1 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$1,148.4 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$21,826.63 
RF Regions Financial Corporation
+0.32%
+$17,340.3 
GD General Dynamics Corporation
+0.32%
+$21,253.62 
MRK Merck & Co., Inc.
+0.32%
+$3,586.36 
BHRB Burke & Herbert Financial Services Corp.
+0.32%
+$648.15 
SMH VanEck Semiconductor ETF
+0.3%
+$1,075.81 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$3,107.06 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$1,784.16 
YMAX YieldMax Universe Fund of Option Income ETFs
+0.27%
+$200 
JPM JPMorgan Chase & Co.
+0.27%
+$35,794.26 
VT Vanguard Total World Stock ETF
+0.26%
+$5,124.18 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$4,818.56 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$664.1 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.23%
+$40,572 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$714.48 
SO The Southern Company
+0.21%
+$7,769.6 
JNJ Johnson & Johnson
+0.21%
+$20,173.39 
ADI Analog Devices, Inc.
+0.2%
+$15,492.43 
CMI Cummins Inc.
+0.19%
+$14,664.76 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$26,596.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$483.3 
T AT&T Inc.
+0.17%
+$442.48 
MS Morgan Stanley
+0.17%
+$357.48 
CB Chubb Limited
+0.15%
+$8,976.08 
PWV Invesco Large Cap Value ETF
+0.12%
+$10,137.2 
MMM 3M Company
+0.12%
+$374.21 
PECO Phillips Edison & Company, Inc.
+0.12%
+$530.7 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$245.25 
WM Waste Management, Inc.
+0.1%
+$238.04 
AFL Aflac Inc.
+0.09%
+$7,008 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
+0.09%
+$1,094.49 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$225.99 
WMT Walmart Inc.
+0.09%
+$6,919.04 
ABT Abbott Laboratories
+0.09%
+$4,498.56 
FRAF Franklin Financial Services Corporation
+0.08%
+$285.3 
YLDE ClearBridge Dividend Strategy ESG ETF
+0.07%
+$347.68 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$398 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$9,162.58 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$3,302.4 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$4,635.45 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$1,087.34 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$54.32 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$145.96 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$10,507.87 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$4,538.21 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$54.47 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$6,272.31 
HMOP Hartford Municipal Opportunities ETF
+0.01%
+$27.89 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VUZI Vuzix Corporation
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
JPST JPMorgan Ultra-Short Income 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 KMAR
KMAR
0%
$0 NMAR
NMAR
0%
$0 
AAPL Apple Inc.
-7.35%
-$3.3M 
SYK Stryker Corporation
-6.42%
-$360,433.54 
LIN Linde plc
-5.95%
-$388,266.19 
MU Micron Technology, Inc.
-5.9%
-$23,078.58 
AEM Agnico Eagle Mines Limited
-3.63%
-$8,400.84 
ES Eversource Energy
-3.05%
-$63,819 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$10,062.4 
CSL Carlisle Companies Inc.
-2.69%
-$54,381.55 
QCOM QUALCOMM Incorporated
-2.63%
-$74,669.05 
BTG B2Gold Corp
-2.6%
-$1,065 
NNDM Nano Dimension Ltd.
-2.6%
-$400 
ABBV AbbVie Inc.
-2.51%
-$13,587 
BA Boeing Company
-2.15%
-$4,997.99 
NFLX Netflix, Inc.
-2%
-$9,875.44 
AMD Advanced Micro Devices, Inc.
-1.9%
-$8,094.26 
APD Air Products and Chemicals, Inc.
-1.77%
-$88,666.38 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,839.02 
LRCX Lam Research Corporation
-1.58%
-$12,854.53 
GLD SPDR Gold Shares
-1.49%
-$85,227.15 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$61,174.33 
IAU iShares Gold Trust
-1.46%
-$186,730.24 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$229,978.47 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$89,131.68 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,894.75 
HSY The Hershey Company
-1.23%
-$8,881.31 
MDLZ Mondelez International, Inc.
-1.22%
-$4,385.16 
NEE NextEra Energy, Inc.
-1.15%
-$73,715.86 
DE Deere & Company
-1.13%
-$2,373.2 
LOW Lowe's Companies Inc.
-1.08%
-$57,955.42 
GKOS Glaukos Corporation
-1.07%
-$3,592.8 
DLTR Dollar Tree, Inc.
-1.06%
-$8,041.74 
INTC Intel Corporation
-1.02%
-$5,999.43 
KO The Coca-Cola Company
-1.02%
-$61,129.8 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$272,387.59 
UPS United Parcel Service, Inc.
-1%
-$5,731.95 
PPL PPL Corporation
-0.98%
-$7,729.75 
EW Edwards Lifesciences Corporation
-0.98%
-$2,311.15 
XOM Exxon Mobil Corporation
-0.97%
-$27,221.76 
AMRX Amneal Pharmaceuticals Inc.
-0.97%
-$6,489.72 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$1,991.8 
FEOE First Eagle Overseas Equity ETF
-0.93%
-$4,032.08 
O Realty Income Corporation
-0.87%
-$31,469.2 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$1,695.18 
COPX Global X Copper Miners ETF
-0.81%
-$41,284.48 
VHT Vanguard Health Care ETF
-0.76%
-$12,097.75 
MA Mastercard Incorporated
-0.74%
-$45,207.29 
BLK BlackRock, Inc.
-0.73%
-$41,368.27 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$4,482.1 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$320,247.57 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$1,830.39 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$1,375 
BRO Brown & Brown Inc.
-0.66%
-$30,567.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,532.49 
AMGN Amgen Inc.
-0.64%
-$38,591.44 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$12,625.2 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,684.8 
AMT American Tower Corporation
-0.63%
-$17,478.06 
PM Philip Morris International Inc.
-0.61%
-$13,138.01 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$1,544.96 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$27,504.35 
SCHF Schwab International Equity ETF
-0.58%
-$1,898.24 
WEC WEC Energy Group Inc.
-0.57%
-$13,677.37 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,888.92 
LLY Eli Lilly and Company
-0.53%
-$4,487.16 
NBTB NBT Bancorp Inc.
-0.53%
-$3,228.68 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,101.41 
TECL Direxion Daily Technology Bull 3x Shares
-0.52%
-$3,613.5 
WELL Welltower Inc.
-0.51%
-$4,197.13 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$2,241.5 
IWM iShares Russell 2000 ETF
-0.47%
-$2,304.6 
FNB F.N.B. Corporation
-0.47%
-$5,300.46 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$1,877.05 
PEP PepsiCo, Inc.
-0.46%
-$2,609.28 
CGMU Capital Group Municipal Income ETF
-0.44%
-$42,795.96 
TRV The Travelers Companies, Inc.
-0.43%
-$1,139.37 
CGSD Capital Group Short Duration Income ETF
-0.43%
-$5,612.86 
HD The Home Depot, Inc.
-0.42%
-$3,066.38 
VGT Vanguard Information Technology ETF
-0.38%
-$1,628.84 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$766.8 
AXP American Express Company
-0.38%
-$19,611.19 
MDT Medtronic plc
-0.37%
-$17,283.2 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$19,652.94 
IMAR Innovator International Developed Power Buffer ETF - March
-0.36%
-$1,167.65 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$31,495.9 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$1,582.24 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$1,848.24 
IFF International Flavors & Fragrances Inc.
-0.33%
-$831.22 
TFC Truist Financial Corporation
-0.33%
-$1,661.22 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$52,952.64 
CEG Constellation Energy Corporation
-0.31%
-$1,754.46 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$32,018.25 
CBSH Commerce Bancshares, Inc.
-0.29%
-$13,818.96 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,566.4 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$812.82 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$181,547.85 
FCF First Commonwealth Financial Corporation
-0.28%
-$8,214.36 
VTV Vanguard Value ETF
-0.27%
-$805.34 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$3,430.53 
COST Costco Wholesale Corporation
-0.24%
-$1,849.06 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$765.7 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$91,543.56 
VB Vanguard Small-Cap ETF
-0.22%
-$950.37 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$1,403.43 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,046.41 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$58,754.81 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$1,023.33 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$441.6 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$74,797.95 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$351.88 
IFEB Innovator International Developed Power Buffer ETF - February
-0.16%
-$724.78 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-0.16%
-$508.75 
GVI iShares Intermediate Government Bond ETF
-0.16%
-$597.89 
DOL WisdomTree International LargeCap Dividend Fund
-0.13%
-$932.5 
STBA S&T Bancorp, Inc.
-0.12%
-$1,479.36 
HTAB Hartford Schroders Tax-Aware Bond ETF
-0.11%
-$642.32 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,694.72 
XLF Financial Select Sector SPDR Fund
-0.1%
-$32,237.04 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$14,642.95 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$19,837.85 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$513.45 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,120.38 
KFEB Innovator U.S. Small Cap Power Buffer ETF
-0.08%
-$182.86 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$246.8 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$109.18 
VO Vanguard Mid-Cap ETF
-0.05%
-$380.92 
HOOD Robinhood Markets, Inc.
-0.05%
-$220.68 
FULT Fulton Financial Corporation
-0.04%
-$86.11 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$6,114.39 
V Visa Inc. Class A
-0.04%
-$327.44 
CGIE Capital Group International Equity ETF
-0.03%
-$3,237.26 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$67.18 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$474.41 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$561.49 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$9,272.01 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$202.49 Events
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Dividends
Dividend Analysis
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| Trades 2618 | Longs Won 1481/2618 56% | Profit Factor 5.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $527,680.14 |
| Average Win $151,294.6 | Best Trade (Aug 20) $13.45M | Sharpe Ratio -134.46 |
| Average Loss -$36,460.4 | Worst Trade (Jun 29) -$3.4M | Z-Score 1.44 (84.9%) |
| Commissions $0 | Avg. Trade Length 7m 3w 4d | Expectancy $69,752.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 134,402 | $33.63M | $41.52M | - | $7.89M | 23.45% | -7.354% |
| ABBV AbbVie Inc. | 2,100 | $398,709.99 | $526,974 | - | $128,264.01 | 32.17% | -2.513% |
| ABT Abbott Laboratories | 49,984 | $5.41M | $5.28M | - | -$125,848.95 | -2.33% | +0.085% |
| ACWI iShares MSCI ACWI ETF | 2,436 | $295,380.96 | $381,063.46 | - | $85,682.5 | 29.01% | +0.495% |
| ADI Analog Devices, Inc. | 20,936 | $4.47M | $7.69M | - | $3.22M | 71.93% | +0.202% |
| AEM Agnico Eagle Mines Limited | 1,533 | $301,597.96 | $222,698.91 | - | -$78,899.05 | -26.16% | -3.635% |
| AFL Aflac Inc. | 58,400 | $6.08M | $7.44M | - | $1.37M | 22.5% | +0.094% |
| AIQ Global X Artificial Intelligence & Technology ETF | 5,742 | $301,317.95 | $338,146.38 | - | $36,828.43 | 12.22% | +0.341% |
| AMAT Applied Materials, Inc. | 1,003 | $350,821 | $509,193.02 | - | $158,372.02 | 45.14% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 876 | $178,204.64 | $417,107.39 | - | $238,902.75 | 134.06% | -1.904% |
| AMGN Amgen Inc. | 15,561 | $4.25M | $5.99M | - | $1.74M | 40.89% | -0.64% |
| AMRX Amneal Pharmaceuticals Inc. | 36,054 | $285,548 | $660,509.28 | - | $374,961.28 | 131.31% | -0.973% |
| AMT American Tower Corporation | 15,889 | $2.97M | $2.75M | - | -$216,146.09 | -7.28% | -0.631% |
| AMZN Amazon.com Inc | 11,336 | $2.48M | $3.08M | - | $594,358.55 | 23.92% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 10,714 | $833,495.6 | $1.04M | - | $203,083.9 | 24.37% | +0.301% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 9,950 | $577,085.91 | $681,873.5 | - | $104,787.59 | 18.16% | +0.058% |
| APD Air Products and Chemicals, Inc. | 16,698 | $4.8M | $4.92M | - | $125,165.33 | 2.61% | -1.769% |
| ASML ASML Holding N.V. New York Registry Shares | 129 | $256,638 | $210,141 | - | -$46,497 | -18.12% | -1.359% |
| AVDV Avantis International Small Cap Value ETF | 4,483 | $432,060.14 | $469,101.12 | - | $37,040.98 | 8.57% | -0.476% |
| AVGO Broadcom Inc. | 2,202 | $648,627.23 | $857,194.56 | - | $208,567.33 | 32.16% | +0.371% |
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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 - $4.4M, iShares Core MSCI Emerging Markets ETF - $3.55M, Capital Group Core Plus Income ETF - $3.15M, and iShares Core MSCI Pacific ETF - $2.94M. 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, Financial Select Sector SPDR Fund - $1.7M, and WisdomTree Cloud Computing Fund - $1.66M. 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 $38.78M earned over time. The largest contributors to dividend income include Capital Group Core Plus Income ETF - $3.15M, PIMCO Multisector Bond Active ETF - $2.22M, WisdomTree Floating Rate Treasury Fund - $2.19M, VictoryShares Short-Term Bond ETF - $2.15M, and PIMCO Short Term Municipal Bond Active ETF - $2.12M. 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.
