Beth Steinhaus Portfolio
Invests via Breakwater Investment Management | Managed by Bethany A. Steinhaus
Invests via Breakwater Investment Management
Managed by Bethany A. Steinhaus
Automatically Tracked
Beth Steinhaus Profile
Operator and investor focused on scaling consumer and retail businesses through operational improvement, channel expansion and financial discipline. Beth Steinhaus brings experience in leadership roles, board advising and transaction execution across growth and turnaround situations, with strengths in P&L management, merchandising and digital go-to-market strategies. Market-relevant skills include M&A oversight, KPI-driven restructuring and capital allocation for revenue and margin expansion.
Operator and investor focused on scaling consumer and retail businesses through operational improvement, channel expansion and financial discipline. Beth Steinhaus brings experience in leadership roles, board advising and transaction execution across growth and turnaround situations, with strengths in P&L management, merchandising and digital go-to-market strategies. Market-relevant skills include M&A oversight, KPI-driven restructuring and capital allocation for revenue and margin expansion.
Investment Philosophy & Strategy
Focuses on operator-led, value‑creation investments in consumer and retail businesses, prioritizing hands‑on operational improvement, merchandising excellence and digital go‑to‑market expansion. Allocates capital to companies where P&L levers and channel diversification can rapidly improve revenue and margins, using KPI-driven restructuring and disciplined M&A to build platform scale. Prefers medium-term horizons with active board engagement, conservative leverage, staged capital deployment and clear exit pathways tied to measurable commercial milestones.
Focuses on operator-led, value‑creation investments in consumer and retail businesses, prioritizing hands‑on operational improvement, merchandising excellence and digital go‑to‑market expansion. Allocates capital to companies where P&L levers and channel diversification can rapidly improve revenue and margins, using KPI-driven restructuring and disciplined M&A to build platform scale. Prefers medium-term horizons with active board engagement, conservative leverage, staged capital deployment and clear exit pathways tied to measurable commercial milestones.
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:
31.95%
Gain -0.14%
Monthly
0.95%
Yearly
12%
Drawdown
12.93%
$299.65M
Equity
Holdings
$299.65M
Investment
$239.35M
$67.52M
Profit -$374,582.34
Realized
$7.22M
Unrealized
$60.31M
Dividends
$13.07M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$374,582.34
Win %
65%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$3.26M
Win %
65%
This Month
Compared to last month
Gain
-0.78%
Profit
-$2.35M
Win %
65%
This Year
Compared to last year
Gain
1.96%
Profit
$5.79M
Win %
64%
PARR Par Pacific Holdings Inc.
+23.04%
+$289.98 
PH Parker-Hannifin Corporation
+7.31%
+$72.9 
OXY-WT Occidental Petroleum Corporation
+7.15%
+$2.27 
SM SM Energy Company
+7%
+$64.96 
EOG EOG Resources, Inc.
+6.92%
+$46.45 
CVS CVS Health Corporation
+6.3%
+$50 
CRDO Credo Technology Group Holding Ltd.
+5.92%
+$26.58 
BE Bloom Energy Corporation
+5.6%
+$26.26 
UCTT Ultra Clean Holdings, Inc.
+5.41%
+$91.14 
GSG iShares S&P GSCI Commodity-Indexed Trust
+4.84%
+$10,013.69 
WING Wingstop Inc.
+4.54%
+$11.26 
IXC iShares Global Energy ETF
+4.3%
+$317.4 
ONTO Onto Innovation Inc.
+4.2%
+$58 
MET MetLife Inc.
+3.89%
+$52.43 
VET Vermilion Energy Inc.
+3.88%
+$79.54 
PSMT PriceSmart Inc.
+3.65%
+$27.24 
NVO Novo Nordisk A/S Sponsored ADR
+3.23%
+$31.68 
PPC Pilgrim's Pride Corporation
+2.94%
+$13.26 
PODD Insulet Corporation
+2.89%
+$11.55 
DIS The Walt Disney Company
+2.87%
+$163.52 
ASTS AST SpaceMobile, Inc.
+2.82%
+$19.3 
CHTR Charter Communications Inc
+2.79%
+$17.08 
AYASF Aya Gold & Silver Inc.
+2.78%
+$8.48 
CAMT Camtek Ltd.
+2.72%
+$16.08 
PIT VanEck Commodity Strategy ETF
+2.52%
+$20,418.61 
DVN Devon Energy Corporation
+2.42%
+$29.58 
FDXF FedEx Freight Holding Company Inc.
+2.37%
+$3.39 
PFGC Performance Food Group Co.
+2.3%
+$18.06 
ZTS Zoetis Inc.
+2.22%
+$6.6 
AMD Advanced Micro Devices, Inc.
+2.21%
+$95.67 
WM Waste Management, Inc.
+2.1%
+$42.3 
NOV Nov Inc.
+2.05%
+$18.4 
FDX FedEx Corporation
+2.01%
+$12.48 
CTSH Cognizant Technology Solutions Corporation
+1.99%
+$11.1 
SHOP Shopify Inc.
+1.98%
+$28.5 
SATS EchoStar Corporation
+1.86%
+$11.2 
GTY Getty Realty Corp.
+1.85%
+$10.54 
STX Seagate Technology Holdings plc
+1.82%
+$61.16 
QCOM QUALCOMM Incorporated
+1.82%
+$22.88 
ETN Eaton Corporation plc
+1.76%
+$39.45 
CI The Cigna Group
+1.74%
+$18.78 
CMCSA Comcast Corp
+1.7%
+$28.14 
GRMN Garmin Ltd.
+1.59%
+$3,809.52 
VECO Veeco Instruments Inc.
+1.59%
+$16.8 
CBOE Cboe Global Markets Inc.
+1.55%
+$8.82 
AVGO Broadcom Inc.
+1.54%
+$1,184.96 
COP ConocoPhillips
+1.5%
+$8.6 
DTE DTE Energy Company
+1.48%
+$263.68 
STZ Constellation Brands, Inc.
+1.44%
+$7.52 
TJX The TJX Companies, Inc.
+1.34%
+$1,099.96 
EFXT Enerflex Ltd.
+1.32%
+$10.15 
FCPT Four Corners Property Trust Inc.
+1.31%
+$9.57 
KLAC KLA Corporation
+1.26%
+$24.25 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+1.24%
+$16.5 
FTI TechnipFMC plc
+1.23%
+$11.9 
PGR Progressive Corporation
+1.21%
+$7.74 
FXI iShares China Large-Cap ETF
+1.16%
+$207.9 
GII SPDR S&P Global Infrastructure ETF
+1.13%
+$24,599.85 
CVX Chevron Corporation
+1.12%
+$953.04 
SFM Sprouts Farmers Market, Inc.
+1.12%
+$11.4 
NEM Newmont Corporation
+1.09%
+$9.12 
HWM Howmet Aerospace Inc.
+1%
+$8.79 
WBD Warner Bros. Discovery, Inc.
+0.91%
+$6.11 
META Meta Platforms Inc Class A
+0.9%
+$1,287.9 
BMY Bristol-Myers Squibb Company
+0.82%
+$5.72 
NOW ServiceNow, Inc.
+0.79%
+$12.88 
STIP iShares 0-5 Year TIPS Bond ETF
+0.78%
+$9,367.8 
IGF iShares Global Infrastructure ETF
+0.77%
+$518.16 
ARKK ARK Innovation ETF Fund
+0.76%
+$232 
WU Western Union Co.
+0.69%
+$3.2 
WCN Waste Connections Inc.
+0.65%
+$3.21 
COST Costco Wholesale Corporation
+0.62%
+$398.48 
IBB iShares Biotechnology ETF
+0.61%
+$73.71 
TIP iShares TIPS Bond ETF
+0.59%
+$412.02 
JCI Johnson Controls International plc
+0.59%
+$3.6 
SOLV Solventum Corporation
+0.54%
+$3.76 
VRSK Verisk Analytics Inc.
+0.53%
+$3 
RWX SPDR Dow Jones International Real Estate ETF
+0.5%
+$40.04 
DE Deere & Company
+0.46%
+$2.84 
DIV Global X SuperDividend U.S. ETF
+0.46%
+$2.97 
AAPL Apple Inc.
+0.45%
+$2,294.05 
ADI Analog Devices, Inc.
+0.45%
+$6.84 
VZ Verizon Communications Inc.
+0.45%
+$3.36 
MLM Martin Marietta Materials, Inc.
+0.44%
+$2.45 
GD General Dynamics Corporation
+0.44%
+$3.36 
GOOG Alphabet Inc
+0.43%
+$1,917.35 
MGK Vanguard Mega Cap Growth ETF
+0.39%
+$20,518.4 
CTAS Cintas Corporation
+0.37%
+$2.25 
PAYX Paychex Inc.
+0.31%
+$3.7 
SMH VanEck Semiconductor ETF
+0.31%
+$325.6 
HYBL SPDR Blackstone High Income Fund
+0.3%
+$2,434.82 
RBCAA Republic Bancorp, Inc.
+0.3%
+$2.7 
V Visa Inc. Class A
+0.28%
+$16.8 
EWT iShares MSCI Taiwan ETF
+0.28%
+$261.8 
OEF iShares S&P 100 ETF
+0.26%
+$43.65 
SSNC SS&C Technologies Holdings Inc.
+0.25%
+$1.4 
MDLZ Mondelez International, Inc.
+0.24%
+$17.55 
DLTR Dollar Tree, Inc.
+0.24%
+$3.36 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.23%
+$25,212.22 
PEP PepsiCo, Inc.
+0.23%
+$31.36 
ACN Accenture plc Class A
+0.22%
+$90.44 
WELL Welltower Inc.
+0.22%
+$1.56 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$15.12 
EXC Exelon Corporation
+0.17%
+$0.88 
GHYB Goldman Sachs Access High Yield Corporate Bond ETF
+0.17%
+$1.5 
SYY Sysco Corporation
+0.17%
+$1.54 
LYG Lloyds Banking Group Plc ADR
+0.16%
+$1.67 
MRSH Marsh & McLennan Companies, Inc.
+0.15%
+$1.68 
CVLT Commvault Systems Inc.
+0.14%
+$1.14 
SCYB Schwab High Yield Bond ETF
+0.14%
+$5.14 
RIVN Rivian Automotive, Inc.
+0.13%
+$9.12 
SYK Stryker Corporation
+0.12%
+$0.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$5,483.92 
ENS EnerSys
+0.11%
+$0.63 
IOO iShares Global 100 ETF
+0.11%
+$318.42 
MA Mastercard Incorporated
+0.11%
+$101.06 
BRO Brown & Brown Inc.
+0.11%
+$0.6 
WWD Woodward Inc.
+0.1%
+$0.78 
DWMF WisdomTree International Multifactor Fund
+0.1%
+$21.76 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$3,147.92 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$6,292.89 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+0.09%
+$5.52 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.09%
+$23.6 
ED Consolidated Edison, Inc.
+0.08%
+$4.23 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.07%
+$926.5 
CNP CenterPoint Energy Inc.
+0.05%
+$0.26 
ELV Elevance Health, Inc.
+0.04%
+$0.48 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$58.17 
USB U.S. Bancorp
+0.03%
+$0.22 
SCHC Schwab International Small-Cap Equity ETF
+0.02%
+$116.18 
IGE iShares North American Natural Resources ETF
+0.02%
+$2.55 
SHV iShares Short Treasury Bond ETF
+0.01%
+$0.1 
TUR iShares MSCI Turkey ETF
+0.01%
+$2.85 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.01%
+$1.35 
ABNB Airbnb, Inc.
0%
$0 
ADC Agree Realty Corporation
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
ADM Archer-Daniels-Midland Co
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
ALK Alaska Air Group Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
ARGX argenx SE American Depositary Receipt
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXS AXIS Capital Holdings Limited
0%
$0 
BAC Bank of America Corporation
0%
$0 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BSX Boston Scientific Corporation
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CLS Celestica Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COIN Coinbase Global, Inc.
0%
$0 
CPB The Campbell's Company
0%
$0 
CRBG Corebridge Financial Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CW Curtiss-Wright Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DKS Dick's Sporting Goods, Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
EMR Emerson Electric Co.
0%
$0 
EQR Equity Residential
0%
$0 
ERIE Erie Indemnity Company
0%
$0 
ESS Essex Property Trust, Inc.
0%
$0 
EXLS ExlService Holdings Inc.
0%
$0 
F Ford Motor Company
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FLEX Flex Ltd.
0%
$0 
FORM FormFactor Inc.
0%
$0 
FSBC Five Star Bancorp
0%
$0 
GIS General Mills, Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HL Hecla Mining Company
0%
$0 
HOG Harley-Davidson Inc.
0%
$0 
HSBC HSBC Holdings plc Sponsored ADR
0%
$0 
IFF International Flavors & Fragrances Inc.
0%
$0 
IHG Intercontinental Hotels Group PLC ADR
0%
$0 
INGR Ingredion Inc.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KNF Knife River Corporation
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LNG Cheniere Energy Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MCO Moody's Corporation
0%
$0 
MMM 3M Company
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSTR Strategy Inc.
0%
$0 
NG NovaGold Resources Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
OMER Omeros Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
ORC Orchid Island Capital Inc.
0%
$0 
PCG PG&E Corporation
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PG Procter & Gamble Co
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PUK Prudential plc ADR
0%
$0 
PWR Quanta Services Inc.
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RGLD Royal Gold Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
ROST Ross Stores, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
RVMD Revolution Medicines Inc.
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SITC Site Centers Corp.
0%
$0 
SLB Schlumberger Limited
0%
$0 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
0%
$0 
SNN Smith & Nephew plc ADR
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
SRE Sempra
0%
$0 
STT State Street Corp
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
$0 
STLD Steel Dynamics Inc.
0%
$0 
T AT&T Inc.
0%
$0 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
TER Teradyne, Inc.
0%
$0 
TGT Target Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TM Toyota Motor Corporation
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSEM Tower Semiconductor Ltd.
0%
$0 
TT Trane Technologies plc
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
VLTO Veralto Corporation
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VRSN Verisign Inc.
0%
$0 
WAL Western Alliance Bancorporation
0%
$0 
WDC Western Digital Corporation
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EWN iShares MSCI Netherlands ETF
0%
$0 
EWL iShares MSCI Switzerland ETF
0%
$0 
EWS iShares MSCI Singapore ETF
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
FDN First Trust Dow Jones Internet Index Fund
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
ICF iShares Cohen & Steers Realty Majors ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
ILF iShares Latin America 40 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
$0 
MGC Vanguard Mega Cap ETF
0%
$0 
PHO Invesco Water Resources ETF
0%
$0 
PBW Invesco WilderHill Clean Energy ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
REET iShares Global REIT ETF
0%
$0 
SCHY Schwab International Dividend Equity ETF
0%
$0 
SCHK Schwab 1000 Index ETF
0%
$0 
SCHJ Schwab 1-5 Year Corporate Bond ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
0%
$0 
USRT iShares Core U.S. REIT ETF
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VIS Vanguard Industrials ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOTE TCW Transform 500 ETF
0%
-$1.02 
VPL Vanguard FTSE Pacific ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
NATL NCR Atleos Corporation
0%
$0 
FWONA Liberty Media Corporation
0%
$0 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
0%
$0 
VTEC Vanguard California Tax-Exempt Bond Fund
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 G364
G3643J108
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
TE T1 Energy Inc.
-23.77%
-$282.1 
APP AppLovin Corporation Class A Common Stock
-19.66%
-$164.26 
IT Gartner Inc.
-18.98%
-$141.56 
ALM Almonty Industries Inc.
-16.91%
-$29.25 
PSKY Paramount Skydance Corporation Class B Common Stock
-9.13%
-$44.8 
EWY iShares MSCI South Korea ETF
-7.12%
-$13,942.31 
SABR Sabre Corporation
-7.08%
-$76.65 
TTD The Trade Desk, Inc. Class A
-6.8%
-$33.54 
XHB SPDR S&P Homebuilders ETF
-6.48%
-$12,366.8 
BWA BorgWarner Inc.
-5.6%
-$41.14 
VGT Vanguard Information Technology ETF
-5.49%
-$31,378.32 
BHP BHP Group Ltd.
-5.47%
-$782.4 
EZA iShares MSCI South Africa ETF
-4.83%
-$232.56 
GWX SPDR S&P International Small Cap ETF
-4.78%
-$263.52 
IAU iShares Gold Trust
-4.61%
-$4,927.52 
AMGN Amgen Inc.
-4.37%
-$89.05 
WOR Worthington Enterprises Inc.
-4.28%
-$271.08 
IUSG iShares Core S&P U.S. Growth ETF
-4.2%
-$1,984.5 
DT Dynatrace, Inc.
-3.64%
-$24.05 
SON Sonoco Products Co.
-3.59%
-$27.3 
PIO Invesco Global Water ETF
-3.57%
-$1,284.84 
CHD Church & Dwight Co., Inc.
-3.5%
-$105.27 
LEN Lennar Corporation
-3.48%
-$18.36 
MORN Morningstar, Inc.
-3.39%
-$20.28 
BA Boeing Company
-3.35%
-$2,822.04 
SCHM Schwab U.S. Mid-Cap ETF
-3.34%
-$3,060 
FLR Fluor Corporation
-3.31%
-$4,509 
SARO StandardAero, Inc.
-3.26%
-$26.26 
ESGV Vanguard ESG U.S. Stock ETF
-3.1%
-$968.67 
KMB Kimberly-Clark Corporation
-3.1%
-$20.88 
ICLN iShares Global Clean Energy ETF
-3.04%
-$421.3 
SCHX Schwab U.S. Large-Cap ETF
-3.03%
-$43,756.12 
VV Vanguard Large-Cap Index Fund ETF Shares
-3.02%
-$34,389.57 
DD DuPont de Nemours, Inc.
-3.01%
-$22.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-2.99%
-$6,991.8 
IWV ISHARES RUSSELL 3000 ETF
-2.94%
-$1,066.55 
BBJP JPMorgan BetaBuilders Japan Fund
-2.9%
-$408.09 
WS Worthington Steel, Inc.
-2.76%
-$113.4 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-2.65%
-$13,686.47 
MU Micron Technology, Inc.
-2.6%
-$185.6 
LIN Linde plc
-2.58%
-$152.04 
ANET Arista Networks, Inc.
-2.53%
-$19.96 
NMR Nomura Holdings Inc. Sponsored ADR
-2.52%
-$26 
EWI iShares MSCI Italy ETF
-2.52%
-$79.5 
CIGI Colliers International Group Inc.
-2.49%
-$52.92 
MMSI Merit Medical Systems, Inc.
-2.49%
-$17.36 
FTNT Fortinet Inc.
-2.45%
-$28.14 
DHR Danaher Corporation
-2.44%
-$1,332.24 
MFG Mizuho Financial Group Inc. ADR
-2.43%
-$29.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$33,231.57 
CRH CRH plc
-2.35%
-$11.75 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$473.28 
VIOO Vanguard S&P Small-Cap 600 ETF
-2.3%
-$13,289.19 
IXP iShares Global Comm Services ETF
-2.29%
-$542.7 
CCEP Coca-Cola Europacific Partners PLC
-2.26%
-$22.05 
DPZ Domino's Pizza Inc.
-2.23%
-$16.36 
EWD iShares MSCI Sweden ETF
-2.22%
-$201.11 
IXUS iShares Core International Stock ETF
-2.21%
-$1,947.4 
UHS Universal Health Services, Inc.
-2.21%
-$11.37 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-2.21%
-$134.1 
HCA HCA Healthcare Inc.
-2.17%
-$8.91 
SCHF Schwab International Equity ETF
-2.17%
-$151,056.38 
KNX Knight-Swift Transportation Holdings Inc.
-2.16%
-$18.36 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$136.88 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$110,858.38 
UNH UnitedHealth Group Incorporated
-2.13%
-$114.14 
CVNA Carvana Co.
-2.09%
-$10.15 
CENX Century Aluminum Company
-2.03%
-$6.65 
ROIV Roivant Sciences Ltd
-1.99%
-$17.25 
JBHT J.B. Hunt Transport Services, Inc.
-1.98%
-$16.23 
IWS iShares Russell Mid-Cap Value ETF
-1.98%
-$185.35 
BX Blackstone Inc.
-1.9%
-$10.32 
WOOD iShares Global Timber & Forestry ETF
-1.9%
-$5,815.76 
ODFL Old Dominion Freight Line, Inc.
-1.87%
-$12.12 
EIRL iShares MSCI Ireland ETF
-1.87%
-$290.32 
SPEM SPDR Portfolio Emerging Markets ETF
-1.87%
-$20,770.61 
EWC iShares MSCI Canada ETF
-1.86%
-$273.46 
ISRG Intuitive Surgical, Inc.
-1.85%
-$3,134.62 
ROK Rockwell Automation, Inc.
-1.83%
-$1,872.75 
VTV Vanguard Value ETF
-1.8%
-$25,039.98 
GE General Electric Company
-1.75%
-$53.36 
GEV GE Vernova Inc.
-1.74%
-$17.66 
BCML BayCom Corp.
-1.73%
-$11.66 
IWN iShares Russell 2000 Value ETF
-1.71%
-$119.04 
EPP iShares MSCI Pacific ex Japan ETF
-1.67%
-$964.8 
PPG PPG Industries Inc.
-1.65%
-$21.56 
NVT nVent Electric plc
-1.62%
-$23.67 
FNDB Schwab Fundamental U.S. Broad Market ETF
-1.62%
-$4,560.93 
IJJ iShares S&P Mid-Cap 400 Value ETF
-1.62%
-$1,125.09 
HMC Honda Motor Co., Ltd.
-1.6%
-$38.71 
PFE Pfizer Inc.
-1.55%
-$103.6 
WY Weyerhaeuser Company
-1.51%
-$83.46 
NEE NextEra Energy, Inc.
-1.5%
-$174.15 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.49%
-$24.44 
NWG NatWest Group plc Sponsored ADR
-1.46%
-$12.6 
FRSH Freshworks Inc. Class A Common Stock
-1.43%
-$10.06 
NFLX Netflix, Inc.
-1.43%
-$7.42 
ATRO Astronics Corporation
-1.43%
-$9.9 
TRV The Travelers Companies, Inc.
-1.39%
-$10.6 
APO Apollo Global Management, Inc.
-1.38%
-$19.64 
HBAN Huntington Bancshares Incorporated
-1.36%
-$0.24 
IBM International Business Machines Corporation
-1.35%
-$15.9 
BBCA JPMorgan BetaBuilders Canada ETF
-1.33%
-$142.8 
GMAB Genmab A/S Sponsored ADR
-1.33%
-$10.92 
AMP Ameriprise Financial, Inc.
-1.33%
-$1,951.9 
AME Ametek Inc.
-1.33%
-$10.14 
SPG Simon Property Group, Inc.
-1.33%
-$8.94 
GOOGL Alphabet Inc
-1.29%
-$19,777.64 
MCBS MetroCity Bankshares Inc.
-1.26%
-$8.1 
INTC Intel Corporation
-1.24%
-$48.75 
PCY Invesco Emerging Markets Sovereign Debt ETF
-1.23%
-$579.8 
UL Unilever PLC Sponsored American Depositary Receipt
-1.2%
-$16.94 
EPI WisdomTree India Earnings Fund
-1.2%
-$322.92 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$19.76 
INDY iShares India 50 ETF
-1.18%
-$164.32 
ARES Ares Management Corporation
-1.15%
-$8 
MC Moelis & Company
-1.09%
-$6.84 
KDP Keurig Dr Pepper Inc.
-1.09%
-$6.37 
ARKW ARK Next Generation Internet ETF
-1.07%
-$468 
EEM iShares MSCI Emerging Markets ETF
-1.06%
-$2,203.61 
JNJ Johnson & Johnson
-1.03%
-$449.54 
VRT Vertiv Holdings Co
-1%
-$5.54 
PHG Koninklijke Philips N.V.
-0.98%
-$6.5 
ABBV AbbVie Inc.
-0.97%
-$64.8 
HEI Heico Corporation
-0.96%
-$10.53 
GM General Motors Company
-0.95%
-$7.65 
RPM RPM International Inc.
-0.92%
-$6.42 
BBEU JPMorgan BetaBuilders Europe Fund
-0.91%
-$12,848 
ARTY iShares Future AI & Tech ETF
-0.89%
-$1,018.24 
FE FirstEnergy Corp.
-0.88%
-$5.46 
PANW Palo Alto Networks, Inc.
-0.87%
-$31.7 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.87%
-$440.42 
XLRE The Real Estate Select Sector SPDR Fund
-0.86%
-$31.98 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.85%
-$687.99 
ITW Illinois Tool Works Inc.
-0.85%
-$318.78 
HLT Hilton Worldwide Holdings Inc.
-0.84%
-$1,087.78 
JPM JPMorgan Chase & Co.
-0.82%
-$147 
ECL Ecolab Inc.
-0.82%
-$538.23 
IXJ iShares Global Healthcare ETF
-0.81%
-$849.52 
VAW Vanguard Materials ETF
-0.79%
-$120.9 
FIZZ National Beverage Corp.
-0.78%
-$3.75 
ALL Allstate Corporation
-0.77%
-$4.06 
SPGI S&P Global Inc.
-0.77%
-$6.28 
NVS Novartis AG Sponsored ADR
-0.76%
-$16.38 
BOX Box Inc.
-0.75%
-$4.56 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.75%
-$100.16 
CTRE CareTrust REIT Inc.
-0.73%
-$5.1 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.72%
-$826.58 
LOW Lowe's Companies Inc.
-0.7%
-$528.22 
GILD Gilead Sciences Inc.
-0.68%
-$5.4 
RJF Raymond James Financial Inc.
-0.68%
-$3.66 
MCK McKesson Corporation
-0.67%
-$5.85 
AXP American Express Company
-0.65%
-$18.24 
TSLA Tesla, Inc.
-0.63%
-$40.4 
DOCN DigitalOcean Holdings Inc.
-0.62%
-$10.01 
LPL Lg Display Co., Ltd. - ADR
-0.61%
-$14.12 
IAGG iShares International Aggregate Bond Fund
-0.6%
-$26,468.01 
BLK BlackRock, Inc.
-0.59%
-$6.75 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$21,375.01 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.58%
-$5,747.76 
EWJ iShares MSCI Japan ETF
-0.58%
-$255.2 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.58%
-$44.64 
ADBE Adobe Inc.
-0.56%
-$406 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.55%
-$514.28 
O Realty Income Corporation
-0.54%
-$3.74 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.54%
-$1,604.97 
APH Amphenol Corporation
-0.53%
-$10.92 
SOLS Sollensys Corp
-0.51%
-$17.92 
VO Vanguard Mid-Cap ETF
-0.51%
-$668.64 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.5%
-$15,214.63 
TFC Truist Financial Corporation
-0.49%
-$2.86 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.48%
-$9,172.16 
HLI Houlihan Lokey Inc.
-0.48%
-$2.44 
CTVA Corteva Inc.
-0.46%
-$2.88 
RKLB Rocket Lab Corporation
-0.45%
-$1.02 
HOMB Home BancShares Inc.
-0.45%
-$2.66 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.45%
-$6,506.72 
EQIX Equinix, Inc.
-0.44%
-$9.34 
PPTA Perpetua Resources Corp.
-0.44%
-$1.5 
DFIV Dimensional International Value ETF
-0.43%
-$36.25 
ICE Intercontinental Exchange, Inc.
-0.43%
-$307.2 
TMO Thermo Fisher Scientific Inc.
-0.39%
-$810.01 
INDA ISHARES MSCI INDIA ETF
-0.38%
-$44.65 
XLV Health Care Select Sector SPDR Fund
-0.37%
-$226.94 
VB Vanguard Small-Cap ETF
-0.37%
-$833.27 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.36%
-$323.4 
VTC Vanguard Total Corporate Bond Fund
-0.35%
-$2,543.18 
SCHA Schwab U.S. Small-Cap ETF
-0.33%
-$44.39 
FTAI FTAI Aviation Ltd.
-0.33%
-$2.22 
WMT Walmart Inc.
-0.33%
-$725.57 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$115 
BND Vanguard Total Bond Market Index Fund
-0.32%
-$26,854.57 
VCRB Vanguard Core Bond ETF
-0.32%
-$19,791.52 
KO The Coca-Cola Company
-0.31%
-$22.95 
CL Colgate-Palmolive Company
-0.3%
-$3.64 
MNST Monster Beverage Corporation
-0.3%
-$2.24 
VBK Vanguard Small-Cap Growth ETF
-0.29%
-$148.72 
VTR Ventas Inc.
-0.29%
-$4.05 
PLD Prologis Inc.
-0.29%
-$4.1 
DVY iShares Select Dividend ETF
-0.28%
-$712.06 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.28%
-$1.08 
MGV Vanguard Mega Cap Value ETF
-0.28%
-$11,561.46 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$495.65 
SPBO SPDR Portfolio Corporate Bond ETF
-0.28%
-$1,047.12 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.28%
-$8,619.87 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.27%
-$5,796.72 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,555.92 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$8,086.74 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.26%
-$8,701.16 
COLB Columbia Banking System, Inc.
-0.26%
-$1.6 
ACWI iShares MSCI ACWI ETF
-0.24%
-$89.32 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$4,210.92 
ABT Abbott Laboratories
-0.24%
-$1.5 
SCHB Schwab U.S. Broad Market ETF
-0.23%
-$59,941.28 
PRF Invesco FTSE RAFI US 1000 ETF
-0.23%
-$728 
TEL TE Connectivity plc
-0.23%
-$1.5 
MRVL Marvell Technology, Inc.
-0.23%
-$2.4 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.22%
-$2,191.31 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$42,656.52 
SO The Southern Company
-0.21%
-$1.2 
PSA Public Storage Common Stock
-0.21%
-$1.38 
AVB AvalonBay Communities, Inc.
-0.19%
-$1.08 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$2,131.69 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.19%
-$323.28 
BIIB Biogen Inc.
-0.17%
-$1.4 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$9,732.53 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.16%
-$121.28 
CME CME Group Inc.
-0.16%
-$1.29 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.16%
-$1,433.4 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$10,617.19 
IVV iShares Core S&P 500 ETF
-0.16%
-$907.73 
SPTB SPDR Portfolio Treasury ETF
-0.15%
-$143.24 
MUB iShares National Muni Bond ETF
-0.15%
-$964.16 
AMZN Amazon.com Inc
-0.14%
-$7,801.36 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.14%
-$13.4 
EFX Equifax Inc.
-0.14%
-$0.75 
PM Philip Morris International Inc.
-0.14%
-$0.79 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$101.66 
DTM Dt Midstream Inc.
-0.14%
-$11.52 
BSV Vanguard Short-Term Bond ETF
-0.14%
-$690.79 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.13%
-$634.28 
ATO Atmos Energy Corporation
-0.13%
-$0.66 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$1,994.76 
NVDA NVIDIA Corporation
-0.1%
-$286.58 
EFG iShares MSCI EAFE Growth ETF
-0.1%
-$34.37 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.09%
-$284.22 
JPXN iShares JPX-Nikkei 400 ETF
-0.09%
-$13.29 
JIVE JPMorgan International Value ETF
-0.09%
-$473.39 
MDT Medtronic plc
-0.09%
-$0.45 
VUG Vanguard Growth ETF
-0.08%
-$1,321.67 
DINO HF Sinclair Corporation
-0.07%
-$0.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.07%
-$7.04 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.06%
-$852.99 
SCMB Schwab Municipal Bond ETF
-0.06%
-$1,131.84 
VOE Vanguard Mid-Cap Value ETF
-0.06%
-$16.2 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.06%
-$243.78 
MBB iShares MBS ETF
-0.05%
-$5.36 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$7.6 
MDY SPDR S&P MidCap 400 ETF Trust
-0.04%
-$101.2 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.04%
-$184.53 
CURB Curbline Properties Corp.
-0.03%
-$0.26 
UNP Union Pacific Corporation
-0.03%
-$0.16 SCCR
SCCR
-0.02%
-$1,572.81 
BKNG Booking Holdings Inc.
-0.01%
-$1.16 
DWX SPDR S&P International Dividend ETF
-0.01%
-$0.85 
MPWR Monolithic Power Systems, Inc.
0%
-$0.01 Events
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Dividends
Dividend Analysis
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| Trades 1805 | Longs Won 1125/1805 62% | Profit Factor 30.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $373,916.58 |
| Average Win $61,995.6 | Best Trade (Aug 14) $13.29M | Sharpe Ratio -112.76 |
| Average Loss -$3,351.33 | Worst Trade (Sep 11) -$314,121.22 | Z-Score 5.81 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3d | Expectancy $37,409.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,627 | $296,869.3 | $508,291.07 | - | $211,421.77 | 71.22% | +0.453% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 4,547 | $308,059.25 | $503,443.84 | - | $195,384.59 | 63.42% | -2.647% |
| ABBV AbbVie Inc. | 27 | $6,251.65 | $6,582.6 | - | $330.95 | 5.29% | -0.975% |
| ABNB Airbnb, Inc. | 4 | $573 | $609.96 | - | $36.96 | 6.45% | 0.0 |
| ABT Abbott Laboratories | 6 | $545 | $632.76 | - | $87.76 | 16.1% | -0.236% |
| ACN Accenture plc Class A | 238 | $81,470.52 | $40,724.18 | - | -$40,746.34 | -50.01% | +0.223% |
| ACWI iShares MSCI ACWI ETF | 232 | $25,551 | $37,146.68 | - | $11,595.68 | 45.38% | -0.24% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 1,155 | $61,665.67 | $88,519.2 | - | $26,853.53 | 43.55% | -0.364% |
| ADBE Adobe Inc. | 280 | $145,102.17 | $72,203.6 | - | -$72,898.57 | -50.24% | -0.559% |
| ADC Agree Realty Corporation | 9 | $682 | $684.72 | - | $2.72 | 0.4% | 0.0 |
| ADI Analog Devices, Inc. | 4 | $1,286.17 | $1,517.6 | - | $231.43 | 17.99% | +0.453% |
| ADM Archer-Daniels-Midland Co | 333 | $20,888.68 | $25,834.14 | - | $4,945.46 | 23.68% | 0.0 |
| ADP Automatic Data Processing Inc. | 6 | $1,344 | $1,620.54 | - | $276.54 | 20.58% | 0.0 |
| AEP American Electric Power Company, Inc. | 5 | $563 | $632.35 | - | $69.35 | 12.32% | 0.0 |
| AFL Aflac Inc. | 5 | $559 | $627.8 | - | $68.8 | 12.31% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,033 | $101,360.79 | $100,934.43 | - | -$426.36 | -0.42% | 0.0 |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 2,675 | $115,137.18 | $113,955 | - | -$1,182.18 | -1.03% | -0.72% |
| AJG Arthur J. Gallagher & Co. | 2 | $619.6 | $502.06 | - | -$117.54 | -18.97% | 0.0 |
| ALK Alaska Air Group Inc. | 128 | $5,503 | $6,662.4 | - | $1,159.4 | 21.07% | 0.0 |
| ALL Allstate Corporation | 2 | $429.33 | $525.12 | - | $95.79 | 22.31% | -0.767% |
No Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Beth Steinhaus?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Broad Market ETF - $2.27M, VANGUARD TOTAL STOCK MKT ETF - $1.76M, Vanguard Total International Stock Index Fund Investor Shares - $1.35M, Vanguard Total Bond Market Index Fund - $1.17M, and Vanguard Total International Bond ETF - $1.01M. 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: Merck & Co., Inc - $94,774.42, The Home Depot, Inc - $26,081.5, Sonos Inc - $25,170, Salesforce Inc - $13,597.62, and Adobe Inc - $11,374.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Beth Steinhaus's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.07M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.11M, Vanguard Total International Bond ETF - $1.09M, Vanguard Total International Stock Index Fund Investor Shares - $1.07M, VANGUARD TOTAL STOCK MKT ETF - $1.01M, and Vanguard FTSE All-World ex-US ETF - $426,545.45. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Beth Steinhaus's monthly returns?
Beth Steinhaus'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 Beth Steinhaus's strategy be considered aggressive or moderate?
Beth Steinhaus'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 Beth Steinhaus's strategy?
Beth Steinhaus'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.
