Peak Retirement Planning Inc. Portfolio
Invests via Peak Retirement Planning Inc. | Managed by Joseph F. Schmitz Jr.
Invests via Peak Retirement Planning Inc.
Managed by Joseph F. Schmitz Jr.
Automatically Tracked
Company Profile
Provides retirement-planning services and wealth-management solutions for individual and employer-sponsored clients, focusing on income planning, retirement income products and fiduciary advisory services. Peak Retirement Planning Inc. positions itself as a boutique advisor for pre-retiree and retiree segments, integrating financial planning, tax-aware distribution strategies and model-based portfolio management to support asset preservation and decumulation objectives.
Provides retirement-planning services and wealth-management solutions for individual and employer-sponsored clients, focusing on income planning, retirement income products and fiduciary advisory services. Peak Retirement Planning Inc. positions itself as a boutique advisor for pre-retiree and retiree segments, integrating financial planning, tax-aware distribution strategies and model-based portfolio management to support asset preservation and decumulation objectives.
Investment Philosophy & Strategy
A boutique retirement advisor that prioritizes income sustainability and capital preservation, aligning portfolios to clients' decumulation timelines and income liabilities. Emphasizes tax-aware distribution strategies, liability-aware asset allocation, diversified low-cost model portfolios, and scaled use of annuities and fixed-income solutions to hedge longevity and sequence-of-returns risk. Investment decisions are fiduciary-driven, risk-budgeted with glidepaths that shift from growth to income as retirement approaches.
A boutique retirement advisor that prioritizes income sustainability and capital preservation, aligning portfolios to clients' decumulation timelines and income liabilities. Emphasizes tax-aware distribution strategies, liability-aware asset allocation, diversified low-cost model portfolios, and scaled use of annuities and fixed-income solutions to hedge longevity and sequence-of-returns risk. Investment decisions are fiduciary-driven, risk-budgeted with glidepaths that shift from growth to income as retirement approaches.
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:
3.24%
Gain
Monthly
0.17%
Yearly
2.09%
Drawdown
20.26%
$529.44M
Equity
Holdings
$529.44M
Investment
$473.23M
$60.66M
Profit -$2.09M
Realized
$4.45M
Unrealized
$56.21M
Dividends
$9.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.09M
Win %
73%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$1.09M
Win %
73%
This Month
Compared to last month
Gain
-0.29%
Profit
-$1.54M
Win %
73%
This Year
Compared to last year
Gain
8.66%
Profit
$42.19M
Win %
72%
NOC Northrop Grumman Corporation
+2.8%
+$5,143.62 
MRK Merck & Co., Inc.
+2.78%
+$76,676.45 
UTHR United Therapeutics Corporation
+2.69%
+$94,054.42 
GE General Electric Company
+2.67%
+$36,839.88 
ABT Abbott Laboratories
+2.43%
+$75,482.4 
CF CF Industries Holdings, Inc.
+2.19%
+$57,382.94 
MO Altria Group, Inc.
+2.18%
+$57,732.62 
ABBV AbbVie Inc.
+1.9%
+$11,654.72 
JNJ Johnson & Johnson
+1.87%
+$54,858.49 
UNH UnitedHealth Group Incorporated
+1.66%
+$6,484.26 
PM Philip Morris International Inc.
+1.61%
+$3,913.15 
LLY Eli Lilly and Company
+1.56%
+$74,285.58 
XOM Exxon Mobil Corporation
+1.51%
+$26,550.94 
RTX RTX Corporation
+1.37%
+$2,803.64 
ORCL Oracle Corporation
+1.36%
+$3,194.1 
CVX Chevron Corporation
+1.36%
+$3,690.11 
GILD Gilead Sciences Inc.
+1.36%
+$30,691.5 
VZ Verizon Communications Inc.
+1.32%
+$28,946.06 
AEP American Electric Power Company, Inc.
+1.21%
+$17,277.27 
WMT Walmart Inc.
+1.08%
+$3,168.2 
WFC Wells Fargo & Company
+0.92%
+$4,804.11 
SO The Southern Company
+0.92%
+$3,273.6 
XLE Energy Select Sector SPDR Fund
+0.89%
+$132,660.98 
DUK Duke Energy Corporation
+0.88%
+$1,873.2 
GEV GE Vernova Inc.
+0.88%
+$9,767.49 
NEE NextEra Energy, Inc.
+0.87%
+$3,300.72 
GLD SPDR Gold Shares
+0.87%
+$2,388.96 
EOG EOG Resources, Inc.
+0.77%
+$19,798.21 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$19,091.92 
XLRE The Real Estate Select Sector SPDR Fund
+0.75%
+$3,721.64 
KMB Kimberly-Clark Corporation
+0.72%
+$18,279.02 
KHC The Kraft Heinz Company
+0.7%
+$18,508.69 
MTG MGIC Investment Corporation
+0.65%
+$4,081.58 
JPM JPMorgan Chase & Co.
+0.64%
+$19,879.2 
VNQ Vanguard Real Estate ETF
+0.61%
+$33,013.82 
XLV Health Care Select Sector SPDR Fund
+0.61%
+$84,366.81 
PCAR PACCAR Inc.
+0.56%
+$1,734.53 
XLP Consumer Staples Select Sector SPDR Fund
+0.56%
+$74,244.96 
HALO Halozyme Therapeutics Inc.
+0.52%
+$18,646.8 
PG Procter & Gamble Co
+0.47%
+$13,911.03 
MU Micron Technology, Inc.
+0.4%
+$32,334 
AAPL Apple Inc.
+0.4%
+$19,336.53 
SLV iShares Silver Trust
+0.37%
+$2,067.74 
VTV Vanguard Value ETF
+0.35%
+$38,723.15 
VOE Vanguard Mid-Cap Value ETF
+0.33%
+$33,979.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.3%
+$1,084.78 
XLI Industrial Select Sector SPDR Fund
+0.28%
+$1,293.87 
CL Colgate-Palmolive Company
+0.27%
+$6,690.5 
CAT Caterpillar Inc.
+0.23%
+$1,217.7 
VYM Vanguard High Dividend Yield ETF
+0.21%
+$2,597.85 
CAG Conagra Brands Inc.
+0.21%
+$3,818.25 
DGRO iShares Core Dividend Growth ETF
+0.21%
+$514.88 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.19%
+$6,654.23 
XLB Materials Select Sector SPDR Fund
+0.17%
+$22,440.51 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.14%
+$707.28 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$7,145.46 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.13%
+$381.15 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$401.72 
SNA Snap-on Inc.
+0.08%
+$2,012.54 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$239.96 
UPS United Parcel Service, Inc.
+0.06%
+$949.13 
IUSV iShares Core S&P U.S. Value ETF
+0.05%
+$229.56 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$179.22 
COST Costco Wholesale Corporation
+0.03%
+$58.58 
PODD Insulet Corporation
+0.02%
+$555.72 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$13,350.3 
GIS General Mills, Inc.
+0.01%
+$269.52 
BNDX Vanguard Total International Bond ETF
+0.01%
+$21.54 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-5.24%
-$44,921.66 
APP AppLovin Corporation Class A Common Stock
-4.09%
-$137,764.32 
HIMS Hims & Hers Health, Inc.
-3.81%
-$254,978.7 
IBM International Business Machines Corporation
-3.64%
-$10,082.05 
ACN Accenture plc Class A
-3.13%
-$50,131.32 
FLEX Flex Ltd.
-3.08%
-$200,352.85 
ZM Zoom Video Communications, Inc.
-3.01%
-$125,613.6 
TSLA Tesla, Inc.
-2.64%
-$22,116.53 
MSFT Microsoft Corp.
-2.49%
-$126,616.13 
MPWR Monolithic Power Systems, Inc.
-2.06%
-$85,057.8 
PLTR Palantir Technologies Inc.
-2.04%
-$6,548.6 
GOOGL Alphabet Inc
-2.03%
-$110,059.2 
GOOG Alphabet Inc
-2.02%
-$11,286.79 
XLC Communication Services Select Sector SPDR Fund
-1.88%
-$245,317.92 
VWO Vanguard FTSE Emerging Markets ETF
-1.88%
-$479,177.72 
VRT Vertiv Holdings Co
-1.73%
-$4,860.3 
MGK Vanguard Mega Cap Growth ETF
-1.67%
-$8,184.42 
NVDA NVIDIA Corporation
-1.65%
-$134,426.52 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$225,720.21 
VUG Vanguard Growth ETF
-1.5%
-$146,335.8 
AVGO Broadcom Inc.
-1.47%
-$71,928.87 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.37%
-$3,311.28 
TOST Toast Inc.
-1.37%
-$47,091.29 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.34%
-$6,227.49 
AXP American Express Company
-1.3%
-$4,493.02 
IUSG iShares Core S&P U.S. Growth ETF
-1.29%
-$3,698.89 
VGT Vanguard Information Technology ETF
-1.29%
-$13,782.4 
TROW T. Rowe Price Group, Inc.
-1.26%
-$38,550 
RL Ralph Lauren Corporation
-1.25%
-$45,202.86 
DECK Deckers Outdoor Corporation
-1.13%
-$38,406.03 
XVV iShares ESG Screened S&P 500
-1.09%
-$3,068.75 
MMSI Merit Medical Systems, Inc.
-1.08%
-$37,017.26 
AOS A. O. Smith Corporation
-0.97%
-$18,123.62 
SUSL iShares ESG MSCI USA Leaders ETF
-0.97%
-$3,289.23 
CHWY Chewy Inc.
-0.93%
-$25,149.2 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.86%
-$3,188.57 
ITW Illinois Tool Works Inc.
-0.85%
-$20,865.78 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.83%
-$7,795.2 
PRK Park National Corporation
-0.77%
-$2,890.44 
VBK Vanguard Small-Cap Growth ETF
-0.74%
-$92,268.54 
PHM PulteGroup Inc.
-0.74%
-$25,110.72 
LOW Lowe's Companies Inc.
-0.73%
-$1,989.22 
IVV iShares Core S&P 500 ETF
-0.71%
-$7,510.48 
MS Morgan Stanley
-0.71%
-$2,011.9 
VOO Vanguard S&P 500 ETF
-0.7%
-$34,780.46 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.7%
-$2,279.12 
SPY SPDR S&P 500 ETF Trust
-0.69%
-$12,791.89 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.69%
-$3,947.18 
CME CME Group Inc.
-0.68%
-$12,882.42 
VOT Vanguard Mid-Cap Growth ETF
-0.67%
-$36,071.42 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$30,903.28 
CMCSA Comcast Corp
-0.66%
-$12,204.64 
IEFA iShares Core MSCI EAFE ETF
-0.6%
-$3,274.1 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.56%
-$2,057 
CBOE Cboe Global Markets Inc.
-0.52%
-$11,511.36 
VB Vanguard Small-Cap ETF
-0.52%
-$53,180.82 
NOSIX Northern Stock Index Fund
-0.5%
-$1,265.02 
FELC Fidelity Enhanced Large Cap Core ETF
-0.48%
-$2,594.07 
VICI Vici Properties Inc.
-0.48%
-$10,251.41 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.48%
-$149,958.73 
AMZN Amazon.com Inc
-0.48%
-$9,279.62 
PEP PepsiCo, Inc.
-0.42%
-$9,129.62 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.33%
-$40,671.72 
EXEL Exelixis Inc.
-0.31%
-$14,371 
HD The Home Depot, Inc.
-0.27%
-$1,855.96 
XLF Financial Select Sector SPDR Fund
-0.26%
-$1,043.7 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$4,293.99 
THC Tenet Healthcare Corporation
-0.19%
-$5,354.64 
FOXA Fox Corporation
-0.16%
-$3,699.27 
FDX FedEx Corporation
-0.15%
-$355.68 
ELAN Elanco Animal Health Incorporated
-0.12%
-$4,038.24 
NFG National Fuel Gas Company
-0.1%
-$430.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$935.11 
NBIX Neurocrine Biosciences Inc.
-0.09%
-$3,968.93 
VO Vanguard Mid-Cap ETF
-0.09%
-$6,303.92 
MCD McDonald's Corporation
-0.08%
-$183.77 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.08%
-$186.96 
VIG Vanguard Dividend Appreciation ETF
-0.07%
-$1,745.04 
CMF iShares California Muni Bond ETF
-0.06%
-$221.97 
AVY Avery Dennison Corporation
-0.05%
-$978.24 
PFF iShares Preferred and Income Securities ETF
-0.05%
-$100.31 
PYLD PIMCO Multisector Bond Active ETF
-0.02%
-$45.35 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.01%
-$27.34 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 738 | Longs Won 492/738 66% | Profit Factor 4.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $329,202.48 |
| Average Win $156,138.27 | Best Trade (Jul 14) $6.7M | Sharpe Ratio -18.74 |
| Average Loss -$65,687.17 | Worst Trade (Jul 17) -$1.22M | Z-Score 10.4 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $82,196.45 |
| 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 | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
