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:
33.89%
Gain -0.09%
Monthly
1.36%
Yearly
17.69%
Drawdown
15.2%
$648M
Equity
Holdings
$648M
Investment
$583.54M
$80.06M
Profit -$410,304.32
Realized
$15.6M
Unrealized
$64.46M
Dividends
$12.39M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$410,304.32
Win %
67%
This Week
Compared To Last Week
Gain
0.33%
Profit
$2.13M
Win %
67%
This Month
Compared to last month
Gain
2.07%
Profit
$13.14M
Win %
67%
This Year
Compared to last year
Gain
2.77%
Profit
$17.48M
Win %
65%
PODD Insulet Corporation
+2.75%
+$119,298.72 
PM Philip Morris International Inc.
+2.63%
+$5,843.87 
JPM JPMorgan Chase & Co.
+2.56%
+$88,906.86 
RTX RTX Corporation
+2.43%
+$5,778.5 
NOC Northrop Grumman Corporation
+2.38%
+$4,652.9 
CMCSA Comcast Corp
+2.32%
+$65,129.35 
PEP PepsiCo, Inc.
+2.11%
+$64,040.01 
WFC Wells Fargo & Company
+2.03%
+$10,605.84 
NFG National Fuel Gas Company
+1.99%
+$7,898.28 
GE General Electric Company
+1.97%
+$24,263.01 
HD The Home Depot, Inc.
+1.92%
+$13,298.08 
LOW Lowe's Companies Inc.
+1.9%
+$4,325.86 
PGR Progressive Corporation
+1.9%
+$63,738.9 
AXP American Express Company
+1.86%
+$6,412.32 
AEP American Electric Power Company, Inc.
+1.75%
+$24,224.16 
LLY Eli Lilly and Company
+1.75%
+$110,726.45 
KO The Coca-Cola Company
+1.66%
+$6,181.2 
PG Procter & Gamble Co
+1.66%
+$70,467.75 
PRK Park National Corporation
+1.63%
+$5,691.57 
KMB Kimberly-Clark Corporation
+1.58%
+$54,527.55 
DUK Duke Energy Corporation
+1.57%
+$2,952.3 
KHC The Kraft Heinz Company
+1.52%
+$49,382.99 
XLB Materials Select Sector SPDR Fund
+1.52%
+$14,911.05 
SO The Southern Company
+1.51%
+$5,088.14 
BAC Bank of America Corporation
+1.44%
+$3,358.46 
JNJ Johnson & Johnson
+1.42%
+$57,163.57 
MO Altria Group, Inc.
+1.38%
+$48,457.14 
EOG EOG Resources, Inc.
+1.34%
+$47,514.9 
MRK Merck & Co., Inc.
+1.3%
+$55,424.96 
CL Colgate-Palmolive Company
+1.27%
+$45,363.92 
XLP Consumer Staples Select Sector SPDR Fund
+1.27%
+$9,130 
VZ Verizon Communications Inc.
+1.25%
+$38,797.04 
VICI Vici Properties Inc.
+1.22%
+$33,037.77 
XLF Financial Select Sector SPDR Fund
+1.21%
+$5,163.69 
NEE NextEra Energy, Inc.
+1.2%
+$3,683.15 
BRK-B Berkshire Hathaway Inc.
+1.16%
+$32,266.75 
MTG MGIC Investment Corporation
+1.16%
+$6,327.04 
UPS United Parcel Service, Inc.
+1.13%
+$3,431.03 
AAPL Apple Inc.
+1.13%
+$70,619.74 
ACN Accenture plc Class A
+1.12%
+$44,174.87 
COST Costco Wholesale Corporation
+1.1%
+$2,773.03 
CVX Chevron Corporation
+1.1%
+$4,959.09 
ABBV AbbVie Inc.
+1.08%
+$6,916.73 
XLE Energy Select Sector SPDR Fund
+1.08%
+$237,242.16 
VDE Vanguard Energy ETF
+1.07%
+$3,438.72 
UBSI United Bankshares, Inc.
+1.04%
+$2,213.05 
CBOE Cboe Global Markets Inc.
+1.04%
+$37,241.65 
FNDF Schwab Fundamental International Large Company Index ETF
+1.03%
+$2,005.21 
SCHD Schwab U.S. Dividend Equity ETF
+1.03%
+$3,960.97 
V Visa Inc. Class A
+0.99%
+$58,424.45 
VNQ Vanguard Real Estate ETF
+0.98%
+$64,372.5 
ITW Illinois Tool Works Inc.
+0.98%
+$34,639.67 
XLRE The Real Estate Select Sector SPDR Fund
+0.96%
+$156,640.23 
WMT Walmart Inc.
+0.93%
+$3,448.5 
MS Morgan Stanley
+0.9%
+$2,429.6 
PCAR PACCAR Inc.
+0.86%
+$2,348.34 
IEFA iShares Core MSCI EAFE ETF
+0.85%
+$4,795.36 
GS The Goldman Sachs Group, Inc.
+0.84%
+$1,987.92 
XOM Exxon Mobil Corporation
+0.77%
+$17,477.23 
DGRO iShares Core Dividend Growth ETF
+0.77%
+$1,995.89 
AOS A. O. Smith Corporation
+0.76%
+$24,550.2 
TXN Texas Instruments Inc
+0.75%
+$1,745.1 
VYM Vanguard High Dividend Yield ETF
+0.75%
+$7,916.4 
SNA Snap-on Inc.
+0.7%
+$21,982.72 
VTV Vanguard Value ETF
+0.67%
+$93,093.71 
FDX FedEx Corporation
+0.66%
+$1,661.39 
MGV Vanguard Mega Cap Value ETF
+0.66%
+$1,483.48 
VOE Vanguard Mid-Cap Value ETF
+0.65%
+$77,092.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.61%
+$171,301.35 
AVY Avery Dennison Corporation
+0.61%
+$21,435.31 
MCD McDonald's Corporation
+0.6%
+$1,404.93 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.57%
+$95,055.35 
PH Parker-Hannifin Corporation
+0.57%
+$1,397.25 
IUSV iShares Core S&P U.S. Value ETF
+0.55%
+$2,312.6 
GIS General Mills, Inc.
+0.53%
+$16,754.33 
CME CME Group Inc.
+0.5%
+$18,499.81 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$14,400.15 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.48%
+$64,415.7 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.47%
+$948.3 
WM Waste Management, Inc.
+0.46%
+$1,201.2 
NBIX Neurocrine Biosciences Inc.
+0.45%
+$18,137.74 
CSX CSX Corporation
+0.44%
+$1,328.7 
XLI Industrial Select Sector SPDR Fund
+0.44%
+$2,212.6 
MA Mastercard Incorporated
+0.44%
+$1,205.95 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
+0.42%
+$932.53 
ABT Abbott Laboratories
+0.38%
+$1,794 
XLV Health Care Select Sector SPDR Fund
+0.36%
+$74,305.92 
NOSIX Northern Stock Index Fund
+0.33%
+$832.25 
VGLT Vanguard Long-Term Treasury Fund
+0.28%
+$560.13 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.24%
+$1,220.98 
GEV GE Vernova Inc.
+0.22%
+$2,228.35 
RSP Invesco S&P 500 Equal Weight ETF
+0.2%
+$4,351.17 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.18%
+$593.97 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$498.94 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.16%
+$883.44 
DECK Deckers Outdoor Corporation
+0.16%
+$263.93 
BND Vanguard Total Bond Market Index Fund
+0.15%
+$2,458.06 
GLDM SPDR Gold MiniShares Trust
+0.14%
+$3,791.76 
IJR iShares Core S&P Small-Cap ETF
+0.12%
+$231.99 
UHS Universal Health Services, Inc.
+0.11%
+$6,257.4 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.11%
+$343.75 
GLD SPDR Gold Shares
+0.1%
+$409.61 
VTEB Vanguard Tax-Exempt Bond ETF
+0.1%
+$872.3 
ELAN Elanco Animal Health Incorporated
+0.09%
+$3,837.94 
HALO Halozyme Therapeutics Inc.
+0.08%
+$6,414.69 
TROW T. Rowe Price Group, Inc.
+0.04%
+$1,237.32 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$22,883.35 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$94.45 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$89.61 
PAYX Paychex Inc.
+0.02%
+$774.35 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$36.52 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-6.52%
-$16,896.41 
PANW Palo Alto Networks, Inc.
-6.15%
-$26,856.79 
PLTR Palantir Technologies Inc.
-5.71%
-$27,193.75 
FLEX Flex Ltd.
-5.44%
-$167,183.76 
MRAM Everspin Technologies Inc.
-4.33%
-$6,100 
INTC Intel Corporation
-4.21%
-$11,163.54 
MU Micron Technology, Inc.
-3.85%
-$213,057.3 
USD ProShares Ultra Semiconductors
-3.67%
-$8,132.86 
AMD Advanced Micro Devices, Inc.
-3.6%
-$206,084.52 
LRCX Lam Research Corporation
-3.58%
-$13,339.47 
ORCL Oracle Corporation
-3.48%
-$12,673.44 
ZM Zoom Video Communications, Inc.
-3.4%
-$143,758.55 
AMAT Applied Materials, Inc.
-3.08%
-$4,736.34 
KLAC KLA Corporation
-2.84%
-$3,179.37 
VRT Vertiv Holdings Co
-2.6%
-$5,595 
RYT Invesco S&P 500 Equal Weight ETF
-2.39%
-$4,940.52 
AVGO Broadcom Inc.
-2.3%
-$106,134.99 
AXSM Axsome Therapeutics, Inc.
-2.24%
-$5,847.91 
APP AppLovin Corporation Class A Common Stock
-2.17%
-$49,912.58 
META Meta Platforms Inc Class A
-2.13%
-$134,987.38 
SMH VanEck Semiconductor ETF
-1.95%
-$3,301.19 
XLK State Street Technology Select Sector SPDR ETF
-1.86%
-$3,910.72 
FTEC Fidelity MSCI Information Technology Index ETF
-1.75%
-$3,447.6 
CSCO Cisco Systems, Inc.
-1.74%
-$5,176.1 
VGT Vanguard Information Technology ETF
-1.73%
-$20,385.92 
THC Tenet Healthcare Corporation
-1.66%
-$126,578.9 
VBK Vanguard Small-Cap Growth ETF
-1.52%
-$243,662.86 
GOOGL Alphabet Inc
-1.43%
-$98,255 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$465,373.95 
UNH UnitedHealth Group Incorporated
-1.34%
-$6,376.51 
MSFT Microsoft Corp.
-1.34%
-$120,208.22 
CHWY Chewy Inc.
-1.31%
-$59,942.4 
GOOG Alphabet Inc
-1.3%
-$17,924.7 
MPWR Monolithic Power Systems, Inc.
-1.21%
-$44,140.71 
UTHR United Therapeutics Corporation
-1.13%
-$51,214.85 
MGK Vanguard Mega Cap Growth ETF
-1.11%
-$5,699.76 
IBM International Business Machines Corporation
-1.1%
-$3,625.6 
VOT Vanguard Mid-Cap Growth ETF
-1.05%
-$40,984.22 
DE Deere & Company
-0.99%
-$2,170.55 
VUG Vanguard Growth ETF
-0.98%
-$137,645.2 
IEMG iShares Core MSCI Emerging Markets ETF
-0.97%
-$2,514.83 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.9%
-$2,261.6 
IUSG iShares Core S&P U.S. Growth ETF
-0.84%
-$2,502.5 
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$155,518.65 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.82%
-$3,991.56 
HIMS Hims & Hers Health, Inc.
-0.78%
-$1,748.46 
MMSI Merit Medical Systems, Inc.
-0.77%
-$50,695.48 
FIRY Firy Inc.
-0.69%
-$935.2 
TSLA Tesla, Inc.
-0.67%
-$7,138.42 
TOST Toast Inc.
-0.6%
-$33,867.21 
XLC Communication Services Select Sector SPDR Fund
-0.55%
-$96,582.98 
CF CF Industries Holdings, Inc.
-0.53%
-$18,199.04 
VB Vanguard Small-Cap ETF
-0.41%
-$41,237.82 
EXEL Exelixis Inc.
-0.37%
-$21,713.61 
RL Ralph Lauren Corporation
-0.36%
-$17,516.43 
GILD Gilead Sciences Inc.
-0.35%
-$14,074.8 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.34%
-$695.86 
IWV ISHARES RUSSELL 3000 ETF
-0.3%
-$698.26 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.29%
-$781.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.29%
-$12,678.72 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.28%
-$1,663.28 
AMZN Amazon.com Inc
-0.28%
-$7,929.17 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.26%
-$862.68 
VOO Vanguard S&P 500 ETF
-0.24%
-$28,309.56 
FELC Fidelity Enhanced Large Cap Core ETF
-0.24%
-$1,328.67 
IVV iShares Core S&P 500 ETF
-0.23%
-$2,648.06 
SUSL iShares ESG MSCI USA Leaders ETF
-0.23%
-$1,197.32 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$2,139.91 
NVDA NVIDIA Corporation
-0.21%
-$24,961.44 
DFAU Dimensional US Core Equity Market ETF
-0.21%
-$420.75 
PFF iShares Preferred and Income Securities ETF
-0.21%
-$659.22 
VLO Valero Energy Corporation
-0.15%
-$490.44 
CAT Caterpillar Inc.
-0.14%
-$632.43 
IJH iShares Core S&P Mid-Cap ETF
-0.13%
-$260.96 
XVV iShares ESG Screened S&P 500
-0.11%
-$440.64 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.07%
-$246.84 
SLV iShares Silver Trust
-0.06%
-$221.85 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.06%
-$175.58 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.05%
-$173.46 
VO Vanguard Mid-Cap ETF
-0.04%
-$731.58 
BNDX Vanguard Total International Bond ETF
-0.03%
-$69.33 
AVUS Avantis U.S. Equity ETF
-0.02%
-$51.7 Events
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Dividends
Dividend Analysis
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| Trades 927 | Longs Won 593/927 63% | Profit Factor 4.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $361,333.58 |
| Average Win $171,096.09 | Best Trade (Oct 16) $5.33M | Sharpe Ratio -15.44 |
| Average Loss -$64,069.58 | Worst Trade (Jun 30) -$1.1M | Z-Score 8.07 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 2d | Expectancy $86,365.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,101 | 9,091 | 8,081 | 7,071 | 6,061 | 5,051 | 4,040 | 3,030 | 2,020 | 1,010 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,319 | $4.67M | $6.34M | - | $1.67M | 35.73% | +1.127% |
| ABBV AbbVie Inc. | 2,253 | $434,401.71 | $645,416.91 | - | $211,015.2 | 48.58% | +1.083% |
| ABT Abbott Laboratories | 4,485 | $460,475.35 | $471,283.8 | - | $10,808.45 | 2.35% | +0.382% |
| ACN Accenture plc Class A | 17,495 | $3.51M | $3.98M | - | $470,474.1 | 13.41% | +1.123% |
| AEP American Electric Power Company, Inc. | 11,112 | $1.23M | $1.41M | - | $172,610.17 | 14% | +1.754% |
| AMAT Applied Materials, Inc. | 358 | $258,511 | $149,207.24 | - | -$109,303.76 | -42.28% | -3.077% |
| AMD Advanced Micro Devices, Inc. | 10,172 | $5.91M | $5.51M | - | -$396,169.16 | -6.7% | -3.604% |
| AMZN Amazon.com Inc | 11,168 | $2.5M | $2.84M | - | $332,955.36 | 13.3% | -0.279% |
| AOS A. O. Smith Corporation | 54,556 | $3.52M | $3.27M | - | -$251,684.52 | -7.15% | +0.757% |
| APP AppLovin Corporation Class A Common Stock | 8,250 | $3.23M | $2.25M | - | -$975,075.37 | -30.19% | -2.166% |
| AVGO Broadcom Inc. | 13,384 | $3.76M | $4.5M | - | $744,643.11 | 19.82% | -2.303% |
| AVUS Avantis U.S. Equity ETF | 2,068 | $264,898 | $268,312.66 | - | $3,414.66 | 1.29% | -0.019% |
| AVY Avery Dennison Corporation | 20,033 | $3.48M | $3.54M | - | $67,231.85 | 1.93% | +0.608% |
| AXP American Express Company | 1,098 | $358,318.96 | $351,041.58 | - | -$7,277.38 | -2.03% | +1.861% |
| AXSM Axsome Therapeutics, Inc. | 1,611 | $394,332 | $254,795.76 | - | -$139,536.24 | -35.39% | -2.244% |
| BAC Bank of America Corporation | 4,508 | $256,872 | $236,422.06 | - | -$20,449.94 | -7.96% | +1.441% |
| BND Vanguard Total Bond Market Index Fund | 22,346 | $1.65M | $1.58M | - | -$60,784.31 | -3.69% | +0.155% |
| BNDX Vanguard Total International Bond ETF | 4,622 | $222,188.55 | $218,135.29 | - | -$4,053.26 | -1.82% | -0.032% |
| BRK-B Berkshire Hathaway Inc. | 5,284 | $2.51M | $2.81M | - | $298,605.01 | 11.89% | +1.162% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 17,922 | $350,823 | $350,464.71 | - | -$358.29 | -0.1% | +0.026% |
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FAQ
Which stocks have generated the highest profits for Peak Retirement Planning Inc.?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-3 Month Treasury Bond ETF - $3.35M, Micron Technology, Inc - $3.17M, Flex Ltd - $2.77M, Vanguard FTSE Emerging Markets ETF - $1.75M, and Materials Select Sector SPDR Fund - $1.72M. 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: Abbott Laboratories - $1.03M, Charter Communications Inc - $846,008.68, Centene Corporation - $476,883.17, Pinterest, Inc. Class A - $361,098.38, and Conagra Brands Inc - $257,299.66. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Peak Retirement Planning Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.39M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $3.35M, VANGUARD FTSE DEVELOPED MARKETS ETF - $615,035.04, The Real Estate Select Sector SPDR Fund - $461,777.19, Vanguard FTSE Emerging Markets ETF - $324,367.45, and Energy Select Sector SPDR Fund - $317,388.97. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Peak Retirement Planning Inc.'s monthly returns?
Peak Retirement Planning Inc.'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 Peak Retirement Planning Inc.'s strategy be considered aggressive or moderate?
Peak Retirement Planning Inc.'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 Peak Retirement Planning Inc.'s strategy?
Peak Retirement Planning Inc.'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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