Robert Shea Portfolio
Invests via NEOS Investment Management LLC | Managed by Garrett Paolella, Troy Cates
Invests via NEOS Investment Management LLC
Managed by Garrett Paolella, Troy Cates
Automatically Tracked
Robert Shea Profile
Seasoned investor and operating executive focused on growth-stage technology and business services, with experience leading corporate development, M&A and operational turnarounds. Robert Shea brings a buy-side orientation to value creation via strategic planning, commercial scaling and board governance. Works with sponsors and management teams on deal sourcing, diligence and post-acquisition integration; capital-lite strategies and software-as-a-service businesses are primary areas of emphasis for portfolio construction and exit planning.
Seasoned investor and operating executive focused on growth-stage technology and business services, with experience leading corporate development, M&A and operational turnarounds. Robert Shea brings a buy-side orientation to value creation via strategic planning, commercial scaling and board governance. Works with sponsors and management teams on deal sourcing, diligence and post-acquisition integration; capital-lite strategies and software-as-a-service businesses are primary areas of emphasis for portfolio construction and exit planning.
Investment Philosophy & Strategy
Deploys a buy-side, operationally driven growth investing approach focused on growth-stage technology and business services. Prioritizes capital‑light SaaS and recurring-revenue models, underwriting opportunities on unit economics, scalable go‑to‑market motion and governance-ready management teams. Uses active board involvement, strategic planning and post-acquisition commercial scaling to de‑risk exits and accelerate IRR; prefers disciplined diligencing, staged capital commitments and sponsor co-investments.
Deploys a buy-side, operationally driven growth investing approach focused on growth-stage technology and business services. Prioritizes capital‑light SaaS and recurring-revenue models, underwriting opportunities on unit economics, scalable go‑to‑market motion and governance-ready management teams. Uses active board involvement, strategic planning and post-acquisition commercial scaling to de‑risk exits and accelerate IRR; prefers disciplined diligencing, staged capital commitments and sponsor co-investments.
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:
268.87%
Gain -4.77%
Monthly
3.71%
Yearly
54.85%
Drawdown
39.12%
$26.97B
Equity
Holdings
$26.97B
Investment
$22.36B
$4.71B
Profit -$389.23M
Realized
$95.54M
Unrealized
$4.61B
Dividends
$300.63M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-4.77%
Profit
-$389.23M
Win %
62%
This Week
Compared To Last Week
Gain
-3.21%
Profit
-$895.36M
Win %
62%
This Month
Compared to last month
Gain
-1.66%
Profit
-$454.61M
Win %
62%
This Year
Compared to last year
Gain
-0.54%
Profit
-$145.93M
Win %
63%
EOG EOG Resources, Inc.
+3.73%
+$500,077.3 
FANG Diamondback Energy Inc
+3.65%
+$1.48M 
APA APA Corporation
+3.61%
+$97,994.87 
HONA Honeywell Aerospace Inc.
+3.54%
+$1.4M 
KMI Kinder Morgan, Inc.
+3.43%
+$1.91M 
EQT EQT Corporation
+3.36%
+$180,526.72 
COP ConocoPhillips
+3.27%
+$927,967.52 
EXE Expand Energy Corporation
+3.27%
+$117,731.26 
TRGP Targa Resources Corp.
+3.25%
+$1.63M 
NI NiSource Inc.
+3.19%
+$103,753.5 
DTM Dt Midstream Inc.
+3.03%
+$756,272.96 
RTX RTX Corporation
+2.98%
+$1.21M 
DVN Devon Energy Corporation
+2.92%
+$275,872.32 
NOC Northrop Grumman Corporation
+2.92%
+$315,840.25 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$10,307.6 
SWKS Skyworks Solutions Inc.
+2.83%
+$54,671.73 
OXY Occidental Petroleum Corporation
+2.77%
+$199,778.88 
PBA Pembina Pipeline Corporation
+2.76%
+$868,706.79 
LMT Lockheed Martin Corporation
+2.73%
+$478,973.85 
FDXF FedEx Freight Holding Company Inc.
+2.72%
+$51,308.46 
OKE ONEOK, Inc.
+2.62%
+$1.25M 
BKR Baker Hughes Company
+2.61%
+$1.08M 
SLB Schlumberger Limited
+2.58%
+$304,130 
LNG Cheniere Energy Inc.
+2.56%
+$951,329.5 
PODD Insulet Corporation
+2.36%
+$39,848.72 
CMS CMS Energy Corporation
+2.36%
+$79,176.96 
MSI Motorola Solutions, Inc.
+2.27%
+$276,829.29 
CVX Chevron Corporation
+2.24%
+$1.5M 
TRP TC Energy Corporation
+2.19%
+$1.02M 
AM Antero Midstream Corporation
+2.18%
+$471,776.64 
KNTK Kinetik Holdings Inc.
+2.12%
+$443,104.64 
F Ford Motor Company
+2.11%
+$166,228.4 
LYB LyondellBasell Industries N.V.
+2.11%
+$55,424.16 
PM Philip Morris International Inc.
+2.07%
+$1.05M 
HAL Halliburton Company
+1.98%
+$88,905.05 
EPD Enterprise Products Partners L.P.
+1.97%
+$570,510.5 
XOM Exxon Mobil Corporation
+1.96%
+$2.33M 
PEP PepsiCo, Inc.
+1.92%
+$2.58M 
USB U.S. Bancorp
+1.91%
+$276,852.14 
WEC WEC Energy Group Inc.
+1.9%
+$105,410.38 
AEE Ameren Corporation
+1.86%
+$87,349.77 
PEG Public Service Enterprise Group Incorporated
+1.86%
+$106,585.87 
CBOE Cboe Global Markets Inc.
+1.83%
+$92,270.22 
EXC Exelon Corporation
+1.82%
+$604,389.18 
CCEP Coca-Cola Europacific Partners PLC
+1.82%
+$546,000 
AEP American Electric Power Company, Inc.
+1.79%
+$940,865.99 
CCI Crown Castle Inc.
+1.79%
+$230,032.66 
ET Energy Transfer L.P.
+1.79%
+$562,545.07 
IDXX IDEXX Laboratories, Inc.
+1.78%
+$589,357.41 
DUK Duke Energy Corporation
+1.77%
+$265,983.59 
EVRG Evergy Inc.
+1.74%
+$52,466.72 
BLDR Builders FirstSource, Inc.
+1.73%
+$16,020.18 
ATO Atmos Energy Corporation
+1.72%
+$74,758.2 
SO The Southern Company
+1.68%
+$270,352.5 
ROK Rockwell Automation, Inc.
+1.67%
+$124,058.32 
PPL PPL Corporation
+1.67%
+$70,313.3 
ED Consolidated Edison, Inc.
+1.67%
+$108,043.2 
GD General Dynamics Corporation
+1.65%
+$229,437 
TJX The TJX Companies, Inc.
+1.63%
+$428,703.44 
CNP CenterPoint Energy Inc.
+1.62%
+$68,705.4 
VMC Vulcan Materials Company
+1.55%
+$83,990.92 
TFC Truist Financial Corporation
+1.55%
+$148,605.12 
CASY Casey's General Stores Inc.
+1.54%
+$60,274.48 
AZO AutoZone Inc.
+1.51%
+$118,827.43 
PNW Pinnacle West Capital Corporation
+1.51%
+$28,306.53 
AMT American Tower Corporation
+1.5%
+$391,768.65 
HST Host Hotels & Resorts Inc.
+1.47%
+$85,354.5 
SRE Sempra
+1.43%
+$124,476.3 
PSX Phillips 66
+1.43%
+$269,474.53 
NEM Newmont Corporation
+1.41%
+$289,641.89 
LHX L3Harris Technologies, Inc.
+1.41%
+$102,065.86 
WY Weyerhaeuser Company
+1.37%
+$72,316.38 
AWK American Water Works Company, Inc.
+1.36%
+$56,968.16 
LNT Alliant Energy Corporation
+1.35%
+$38,396.43 
GE General Electric Company
+1.32%
+$704,293.03 
MDLZ Mondelez International, Inc.
+1.32%
+$808,592.78 
CMCSA Comcast Corp
+1.31%
+$781,052.47 
COST Costco Wholesale Corporation
+1.3%
+$4.2M 
CQP Cheniere Energy Partners L.P.
+1.28%
+$281,871.2 
SBAC SBA Communications Corporation
+1.28%
+$92,200.48 
ALL Allstate Corporation
+1.27%
+$128,397.44 
FER Ferrovial SE
+1.27%
+$266,914.96 
MET MetLife Inc.
+1.27%
+$113,940.59 
CINF Cincinnati Financial Corporation
+1.26%
+$53,412.54 
TAP Molson Coors Beverage Company
+1.25%
+$13,473.07 
MO Altria Group, Inc.
+1.25%
+$253,038.64 
TMUS T-Mobile US, Inc.
+1.24%
+$1.39M 
D Dominion Energy, Inc.
+1.24%
+$108,552.6 
MRK Merck & Co., Inc.
+1.24%
+$728,030.24 
NUE Nucor Corporation
+1.24%
+$116,214.04 
MLM Martin Marietta Materials, Inc.
+1.23%
+$56,830.59 
KO The Coca-Cola Company
+1.23%
+$715,901.33 
WMB The Williams Companies, Inc.
+1.23%
+$906,590.45 
DKL Delek Logistics Partners L.P.
+1.22%
+$117,885.48 
MPLX MPLX LP
+1.21%
+$335,357.25 
CRH CRH plc
+1.2%
+$109,032.66 
AIG American International Group Inc.
+1.2%
+$82,838.1 
FE FirstEnergy Corp.
+1.19%
+$46,232.64 
ES Eversource Energy
+1.11%
+$44,661.4 
VZ Verizon Communications Inc.
+1.1%
+$337,644.79 
PNC The PNC Financial Services Group, Inc.
+1.1%
+$156,687.81 
PAA Plains All American Pipeline, L.P.
+1.09%
+$213,101.08 
WFC Wells Fargo & Company
+1.09%
+$456,330.6 
NEXT NextDecade Corporation
+1.08%
+$140,284.56 
APTV Aptiv PLC
+1.04%
+$16,007.26 
ACGL Arch Capital Group Ltd
+1.03%
+$60,030.06 
LAMR Lamar Advertising Company
+1.03%
+$28,391.95 
TNK Teekay Tankers Ltd
+1.02%
+$253,095.74 
HII Huntington Ingalls Industries Inc.
+1.02%
+$16,706.24 
VTRS Viatris Inc.
+1.01%
+$35,491.88 
NEE NextEra Energy, Inc.
+1.01%
+$271,474.4 
TSN Tyson Foods Inc.
+1.01%
+$25,329.92 
WTW Willis Towers Watson Public Limited Company
+1.01%
+$46,605.85 
KR Kroger Co.
+0.99%
+$59,096.54 
MKC McCormick & Company, Incorporated
+0.98%
+$18,538.65 
HIG The Hartford Insurance Group, Inc.
+0.98%
+$58,951.1 
XEL Xcel Energy Inc.
+0.98%
+$345,697.7 
EXR Extra Space Storage Inc.
+0.97%
+$105,366.21 
ROST Ross Stores, Inc.
+0.97%
+$560,804.87 
SW Smurfit WestRock PLC
+0.97%
+$33,867.2 
ETR Entergy Corporation
+0.96%
+$73,095.68 
JPM JPMorgan Chase & Co.
+0.95%
+$1.41M 
AON Aon plc
+0.95%
+$94,089.45 
COF Capital One Financial Corporation
+0.94%
+$191,814.52 
DTE DTE Energy Company
+0.94%
+$40,328.09 
MAR Marriott International Inc. - Class A
+0.94%
+$703,486.26 
PKG Packaging Corporation of America
+0.93%
+$30,380 
HD The Home Depot, Inc.
+0.93%
+$460,815.27 
EG Everest Group, Ltd.
+0.91%
+$22,101.87 
TPL Texas Pacific Land Corporation
+0.91%
+$28,383.21 
VTR Ventas Inc.
+0.91%
+$134,467.41 
DRI Darden Restaurants, Inc.
+0.89%
+$33,839 
LIN Linde plc
+0.88%
+$1.54M 
CAG Conagra Brands Inc.
+0.88%
+$10,463.5 
CMI Cummins Inc.
+0.86%
+$101,856.72 
SUI Sun Communities Inc.
+0.85%
+$24,658.92 
DOV Dover Corporation
+0.85%
+$36,346.2 
WMT Walmart Inc.
+0.84%
+$3.56M 
DOW Dow Inc.
+0.84%
+$29,906.75 
HRL Hormel Foods Corporation
+0.84%
+$8,413.81 
KHC The Kraft Heinz Company
+0.84%
+$182,279.76 
HWM Howmet Aerospace Inc.
+0.83%
+$118,717.59 
TXT Textron Inc.
+0.82%
+$17,521.2 
PSA Public Storage Common Stock
+0.82%
+$142,770.91 
KIM Kimco Realty Corporation
+0.82%
+$46,887.69 
PCG PG&E Corporation
+0.81%
+$37,618.35 
MCHP Microchip Technology Incorporated
+0.81%
+$244,524 
PGR Progressive Corporation
+0.81%
+$166,722.98 
CHTR Charter Communications Inc
+0.79%
+$11,476.17 
GEL Genesis Energy L.P.
+0.79%
+$66,067.87 
CME CME Group Inc.
+0.76%
+$128,677.56 
L Loews Corporation
+0.76%
+$22,732.87 
MRP Millrose Properties Inc.
+0.74%
+$4,332.73 
MNST Monster Beverage Corporation
+0.74%
+$469,141.37 
AFL Aflac Inc.
+0.74%
+$66,033.64 
STLD Steel Dynamics Inc.
+0.73%
+$39,848.16 
BNY BlackRock New York Municipal Income Trust
+0.72%
+$114,372.67 
PG Procter & Gamble Co
+0.72%
+$427,812.72 
AJG Arthur J. Gallagher & Co.
+0.72%
+$74,952.02 
CARR Carrier Global Corporation
+0.71%
+$50,014.77 
CTRI Centuri Holdings Inc.
+0.71%
+$86,400.3 
MRSH Marsh & McLennan Companies, Inc.
+0.71%
+$103,905.91 
JNJ Johnson & Johnson
+0.71%
+$701,835.73 
LOW Lowe's Companies Inc.
+0.7%
+$125,915.34 
SYK Stryker Corporation
+0.7%
+$114,611.66 
EIX Edison International
+0.7%
+$24,522.81 
TT Trane Technologies plc
+0.69%
+$113,468.76 
PCAR PACCAR Inc.
+0.69%
+$305,558.59 
GM General Motors Company
+0.68%
+$83,539.77 
FISV Fiserv, Inc.
+0.68%
+$28,266.24 
CF CF Industries Holdings, Inc.
+0.68%
+$20,667.96 
STZ Constellation Brands, Inc.
+0.67%
+$19,735.95 
HSY The Hershey Company
+0.66%
+$27,030.32 
XYL Xylem Inc.
+0.66%
+$27,083.04 
PAGP Plains GP Holdings, L.P.
+0.64%
+$87,639.82 
CB Chubb Limited
+0.64%
+$135,453.17 
DPZ Domino's Pizza Inc.
+0.64%
+$9,321.02 
TRV The Travelers Companies, Inc.
+0.64%
+$85,058.75 
GRMN Garmin Ltd.
+0.64%
+$47,720.65 
INVH Invitation Homes Inc.
+0.63%
+$36,399.72 
ABBV AbbVie Inc.
+0.63%
+$512,676.76 
O Realty Income Corporation
+0.63%
+$118,358.1 
COO The Cooper Companies, Inc.
+0.63%
+$11,324.16 
BRO Brown & Brown Inc.
+0.62%
+$19,957.14 
OTIS Otis Worldwide Corporation
+0.61%
+$27,440.02 
BRX Brixmor Property Group Inc.
+0.6%
+$10,824.33 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$934,204.84 
BLK BlackRock, Inc.
+0.59%
+$154,803.53 
VLO Valero Energy Corporation
+0.59%
+$130,774.15 
FOX Fox Corporation Class B Common Stock
+0.59%
+$7,924.09 
ORLY O'Reilly Automotive Inc.
+0.58%
+$323,600.77 
C Citigroup Inc.
+0.57%
+$199,644.9 
KMB Kimberly-Clark Corporation
+0.57%
+$31,545.53 
ZTS Zoetis Inc.
+0.57%
+$31,926.97 
LLY Eli Lilly and Company
+0.56%
+$900,505.88 
TXN Texas Instruments Inc
+0.54%
+$1.05M 
NXPI NXP Semiconductors N.V.
+0.54%
+$243,453.28 
GEV GE Vernova Inc.
+0.53%
+$213,205.46 
SPGI S&P Global Inc.
+0.52%
+$109,353.01 
TDG TransDigm Group Inc.
+0.52%
+$51,579.81 
FAST Fastenal Co.
+0.52%
+$227,470.62 
VICI Vici Properties Inc.
+0.51%
+$48,729.24 
ITW Illinois Tool Works Inc.
+0.51%
+$59,158.89 
TPR Tapestry Inc.
+0.5%
+$19,338.69 
HLT Hilton Worldwide Holdings Inc.
+0.48%
+$61,668.63 
KVUE Kenvue Inc.
+0.48%
+$28,122.75 
WPC W. P. Carey Inc.
+0.48%
+$14,565.35 
CI The Cigna Group
+0.48%
+$61,354.15 
T AT&T Inc.
+0.47%
+$126,030.63 
NRG NRG Energy, Inc.
+0.47%
+$16,424.16 
VRSK Verisk Analytics Inc.
+0.46%
+$19,442.7 
KEY KeyCorp
+0.45%
+$14,067.81 
CL Colgate-Palmolive Company
+0.44%
+$53,866.21 
REG Regency Centers Corporation
+0.44%
+$19,519.36 
ELS Equity Lifestyle Properties Inc.
+0.43%
+$10,611.64 
FRT Federal Realty Investment Trust
+0.41%
+$13,009.55 
NTRS Northern Trust Corporation
+0.41%
+$20,005.53 
HBAN Huntington Bancshares Incorporated
+0.39%
+$20,027.4 
FITB Fifth Third Bancorp
+0.39%
+$28,783.37 
RF Regions Financial Corporation
+0.38%
+$15,036.21 
V Visa Inc. Class A
+0.38%
+$415,080.08 
AAPL Apple Inc.
+0.37%
+$7.08M 
SPG Simon Property Group, Inc.
+0.37%
+$90,194.52 
DLTR Dollar Tree, Inc.
+0.37%
+$13,813.8 
MPC Marathon Petroleum Corporation
+0.37%
+$85,263.2 
BF-B Brown-Forman Corporation
+0.37%
+$2,895.48 
PH Parker-Hannifin Corporation
+0.35%
+$69,506.65 
SYF Synchrony Financial
+0.34%
+$14,154.5 
FOXA Fox Corporation
+0.34%
+$7,088.98 
EGP EastGroup Properties Inc.
+0.33%
+$7,143.49 
ISRG Intuitive Surgical, Inc.
+0.33%
+$382,806.3 
APO Apollo Global Management, Inc.
+0.32%
+$27,010.08 
ICE Intercontinental Exchange, Inc.
+0.32%
+$45,513 
BALL Ball Corp.
+0.31%
+$8,672.04 
ADM Archer-Daniels-Midland Co
+0.31%
+$20,072.33 
GPC Genuine Parts Company
+0.29%
+$8,854.01 
CPRT Copart Inc.
+0.27%
+$54,842.62 
WRB W.R. Berkley Corporation
+0.27%
+$9,963.6 
ZBH Zimmer Biomet Holdings, Inc.
+0.26%
+$7,885.32 
GLPI Gaming and Leisure Properties, Inc.
+0.26%
+$5,882.08 
APD Air Products and Chemicals, Inc.
+0.25%
+$26,108.82 
SNA Snap-on Inc.
+0.24%
+$7,148.15 
ADC Agree Realty Corporation
+0.23%
+$3,620.03 
AIZ Assurant Inc.
+0.22%
+$4,785.78 
HESM Hess Midstream LP
+0.2%
+$19,533.96 
DG Dollar General Corporation
+0.19%
+$9,184.24 
MCK McKesson Corporation
+0.19%
+$38,033.63 
PFE Pfizer Inc.
+0.19%
+$51,192.74 
SJM The J.M. Smucker Company
+0.18%
+$3,782.58 
MAS Masco Corporation
+0.18%
+$4,259.97 
AMCR Amcor plc
+0.17%
+$5,632.87 
ASML ASML Holding N.V. New York Registry Shares
+0.14%
+$124,334.58 
ADP Automatic Data Processing Inc.
+0.13%
+$116,424.25 
GL Globe Life Inc.
+0.12%
+$2,590.35 
NNN NNN REIT, Inc.
+0.12%
+$2,010.6 
WM Waste Management, Inc.
+0.1%
+$13,944.21 
LII Lennox International Inc.
+0.09%
+$1,656.6 
AMH American Homes 4 Rent
+0.08%
+$1,695.72 
AMGN Amgen Inc.
+0.07%
+$114,751.97 
KDP Keurig Dr Pepper Inc.
+0.06%
+$20,759.3 
OHI Omega Healthcare Investors Inc.
+0.04%
+$1,244.6 
MCD McDonald's Corporation
+0.04%
+$10,400.58 
BMY Bristol-Myers Squibb Company
+0.03%
+$6,628.58 
NKE Nike, Inc. - Class B
+0.03%
+$1,928.68 
IFF International Flavors & Fragrances Inc.
+0.02%
+$833.84 
SBUX Starbucks Corporation
+0.01%
+$8,689.07 
AVB AvalonBay Communities, Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 
CRWV CoreWeave, Inc.
-11.18%
-$2.02M 
NBIS Nebius Group N.V.
-10.37%
-$2.53M 
MRNA Moderna, Inc.
-9.63%
-$1.28M 
SMCI Super Micro Computer Inc
-9.43%
-$287,417.23 
MSTR Strategy Inc.
-9.07%
-$2.52M 
DDOG Datadog, Inc. Class A Common Stock
-8.32%
-$5.57M 
FTNT Fortinet Inc.
-8.16%
-$8.08M 
PANW Palo Alto Networks, Inc.
-7.88%
-$18.06M 
CRWD CrowdStrike Holdings, Inc.
-7.7%
-$14.45M 
PLTR Palantir Technologies Inc.
-7.33%
-$25.79M 
FLEX Flex Ltd.
-6.87%
-$236,807.64 
RKLB Rocket Lab Corporation
-6.5%
-$1.25M 
HPE Hewlett Packard Enterprise Company
-6.26%
-$808,893.69 
COHR Coherent Corp.
-6.01%
-$449,829.75 
STX Seagate Technology Holdings plc
-5.71%
-$6.56M 
CIEN Ciena Corporation
-5.25%
-$424,734.21 
AXON Axon Enterprise, Inc.
-5.09%
-$1.25M 
NOW ServiceNow, Inc.
-5.08%
-$1.3M 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.02%
-$1.53M 
SHOP Shopify Inc.
-4.9%
-$6.44M 
SNDK SanDisk Corporation
-4.82%
-$7.33M 
ARM Arm Holdings plc American Depositary Receipt
-4.73%
-$1.01M 
WDC Western Digital Corporation
-4.72%
-$4.31M 
AKAM Akamai Technologies Inc.
-4.59%
-$99,334.72 
INTC Intel Corporation
-4.58%
-$16.16M 
AMD Advanced Micro Devices, Inc.
-4.56%
-$31.75M 
APP AppLovin Corporation Class A Common Stock
-4.44%
-$2.83M 
NTAP NetApp, Inc.
-4.13%
-$285,659.62 
COIN Coinbase Global, Inc.
-4.13%
-$268,298.91 
HOOD Robinhood Markets, Inc.
-4.11%
-$549,572.88 
ORCL Oracle Corporation
-4.11%
-$1.52M 
TTD The Trade Desk, Inc. Class A
-4.08%
-$38,431.19 
ANET Arista Networks, Inc.
-4.03%
-$1.25M 
MU Micron Technology, Inc.
-3.94%
-$31.13M 
MRVL Marvell Technology, Inc.
-3.79%
-$6.09M 
LITE Lumentum Holdings Inc.
-3.66%
-$1.69M 
SNPS Synopsys, Inc.
-3.65%
-$2.47M 
CHRW C.H. Robinson Worldwide, Inc.
-3.64%
-$103,899.38 
JBHT J.B. Hunt Transport Services, Inc.
-3.59%
-$98,494.8 
LRCX Lam Research Corporation
-3.56%
-$9.41M 
EQR Equity Residential
-3.5%
-$299,493.81 
META Meta Platforms Inc Class A
-3.47%
-$25.59M 
IBKR Interactive Brokers Group Inc.
-3.47%
-$217,090.85 
UAL United Airlines Holdings, Inc.
-3.46%
-$181,611.5 
GLW Corning Incorporated
-3.43%
-$598,129.5 
HUM Humana Inc.
-3.4%
-$281,299.39 
AVGO Broadcom Inc.
-3.39%
-$20.95M 
DELL Dell Technologies Inc.
-3.26%
-$739,499.28 
FFIV F5 Inc.
-3.15%
-$134,236.71 
AMAT Applied Materials, Inc.
-3.08%
-$8M 
WDAY Workday Inc.
-2.99%
-$944,886.6 
ARE Alexandria Real Estate Equities, Inc.
-2.94%
-$72,132.81 
KLAC KLA Corporation
-2.91%
-$4.97M 
JKHY Jack Henry & Associates, Inc.
-2.89%
-$57,470.75 
JBL Jabil Inc.
-2.88%
-$136,636.73 
NFLX Netflix, Inc.
-2.86%
-$6.7M 
Z Zillow Group Inc.
-2.85%
-$31,285.62 
CRM Salesforce Inc
-2.84%
-$1.08M 
HPQ HP Inc.
-2.84%
-$132,372.62 
ADBE Adobe Inc.
-2.75%
-$2.16M 
GEN Gen Digital Inc.
-2.72%
-$61,119.22 
ULTA Ulta Beauty Inc.
-2.71%
-$114,183.09 
EBAY eBay Inc.
-2.69%
-$241,435.94 
ADSK Autodesk, Inc.
-2.63%
-$1.05M 
XYZ Block, Inc.
-2.61%
-$185,306.46 
SOLV Solventum Corporation
-2.58%
-$54,053.24 
MGM MGM Resorts International
-2.56%
-$23,597.53 
TSLA Tesla, Inc.
-2.54%
-$14.28M 
DASH DoorDash, Inc.
-2.52%
-$1.54M 
FSLR First Solar, Inc.
-2.49%
-$75,159.92 
MSFT Microsoft Corp.
-2.48%
-$37.76M 
CPAY Corpay, Inc.
-2.46%
-$109,319.32 
DAL Delta Air Lines, Inc.
-2.43%
-$202,627.61 
INTU Intuit Inc.
-2.4%
-$1.67M 
ZG Zillow Group, Inc.
-2.36%
-$8,691.17 
TER Teradyne, Inc.
-2.34%
-$943,887.67 
CVNA Carvana Co.
-2.29%
-$160,531.1 
VRT Vertiv Holdings Co
-2.25%
-$298,526.36 
WAT Waters Corporation
-2.23%
-$151,299.69 
TTWO Take-Two Interactive Software, Inc.
-2.23%
-$642,534.78 
CDW CDW Corporation
-2.22%
-$72,767.45 
EQIX Equinix, Inc.
-2.22%
-$623,806.4 
CRL Charles River Laboratories International, Inc.
-2.2%
-$56,954.7 
SCHW Charles Schwab Corporation
-2.17%
-$556,720.57 
GOOGL Alphabet Inc
-2.17%
-$16.93M 
MELI MercadoLibre, Inc.
-2.13%
-$1.19M 
CDNS Cadence Design Systems, Inc.
-2.12%
-$1.44M 
EL The Estée Lauder Companies Inc. Class A
-2.1%
-$90,630.71 
CSCO Cisco Systems, Inc.
-2.09%
-$6.78M 
GDDY Godaddy Inc.
-2.08%
-$53,910.43 
ETHA iShares Ethereum Trust
-2.08%
-$489,223.22 
MTB M&T Bank Corporation
-2.06%
-$110,771.75 
IT Gartner Inc.
-2.04%
-$43,949.7 
GOOG Alphabet Inc
-2%
-$13.57M 
IVZ Invesco Ltd.
-2%
-$43,470 
CBRE CBRE Group Inc.
-1.99%
-$294,182.29 
LINE Lineage, Inc.
-1.96%
-$8,092.93 
ALB Albemarle Corporation
-1.96%
-$34,656 
ETN Eaton Corporation plc
-1.95%
-$497,239.95 
TYL Tyler Technologies Inc.
-1.94%
-$51,448.39 
JLL Jones Lang LaSalle Inc.
-1.92%
-$59,789.65 
EW Edwards Lifesciences Corporation
-1.91%
-$158,775.68 
VEEV Veeva Systems Inc.
-1.89%
-$150,332.64 
IQV IQVIA Holdings Inc.
-1.88%
-$139,130.68 
HCA HCA Healthcare Inc.
-1.87%
-$222,057.24 
LULU lululemon athletica inc.
-1.86%
-$29,944.16 
TRMB Trimble Inc.
-1.85%
-$45,031.63 
Q Qnity Electronics Inc.
-1.83%
-$74,241 
AMZN Amazon.com Inc
-1.83%
-$18.33M 
CNC Centene Corporation
-1.8%
-$96,022.16 
CMG Chipotle Mexican Grill, Inc.
-1.8%
-$116,699 
UBER Uber Technologies, Inc.
-1.79%
-$429,227.47 
ROL Rollins, Inc.
-1.78%
-$28,740.53 
STT State Street Corp
-1.78%
-$134,115.35 
DE Deere & Company
-1.77%
-$474,060.21 
LYV Live Nation Entertainment, Inc.
-1.77%
-$78,555.8 
LUV Southwest Airlines Co.
-1.76%
-$59,042.88 
NDSN Nordson Corporation
-1.73%
-$47,241.52 
MPWR Monolithic Power Systems, Inc.
-1.73%
-$801,885.28 
HODL VanEck Bitcoin ETF
-1.72%
-$2.11M 
DXCM DexCom, Inc.
-1.7%
-$481,189.67 
BX Blackstone Inc.
-1.69%
-$225,317.2 
DGX Quest Diagnostics Inc.
-1.66%
-$68,323.7 
A Agilent Technologies Inc.
-1.66%
-$134,444.91 
IBIT iShares Bitcoin Trust
-1.65%
-$4.18M 
EXPE Expedia Group, Inc.
-1.62%
-$86,598.41 
RMD ResMed Inc.
-1.6%
-$91,709.31 
ZBRA Zebra Technologies Corporation
-1.6%
-$44,128.7 
RL Ralph Lauren Corporation
-1.58%
-$37,248.33 
VRSN Verisign Inc.
-1.58%
-$62,195.89 
ARES Ares Management Corporation
-1.56%
-$58,268.27 
VTWO Vanguard Russell 2000 ETF
-1.54%
-$14.6M 
FIX Comfort Systems USA, Inc.
-1.54%
-$126,959.64 
BAX Baxter International Inc.
-1.51%
-$35,151.87 
KEYS Keysight Technologies, Inc.
-1.51%
-$142,225.08 
BDX Becton, Dickinson and Company
-1.49%
-$133,752.96 
APH Amphenol Corporation
-1.49%
-$968,450.12 
FICO Fair Isaac Corporation
-1.49%
-$42,412.42 
FDS FactSet Research Systems Inc.
-1.46%
-$28,166.61 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.43%
-$16,713.84 
BKNG Booking Holdings Inc.
-1.43%
-$1.43M 
BEN Franklin Resources Inc.
-1.42%
-$22,107.6 
EXPD Expeditors International of Washington, Inc.
-1.41%
-$61,166.92 
PWR Quanta Services Inc.
-1.41%
-$216,178.2 
GNRC Generac Holdings Inc.
-1.4%
-$25,221.88 
UNH UnitedHealth Group Incorporated
-1.39%
-$830,302.87 
LH Labcorp Holdings Inc.
-1.38%
-$58,052.93 
TGT Target Corporation
-1.36%
-$157,402.74 
QCOM QUALCOMM Incorporated
-1.36%
-$1.93M 
ABNB Airbnb, Inc.
-1.3%
-$733,328.05 
CTSH Cognizant Technology Solutions Corporation
-1.29%
-$66,353.55 
STE STERIS plc
-1.28%
-$43,816.32 
UHS Universal Health Services, Inc.
-1.28%
-$23,331.18 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$540,621.29 
VRTX Vertex Pharmaceuticals Incorporated
-1.27%
-$1.24M 
CEG Constellation Energy Corporation
-1.23%
-$906,269.75 
WYNN Wynn Resorts, Limited
-1.21%
-$11,663.13 
IBM International Business Machines Corporation
-1.17%
-$413,248.29 
ALGN Align Technology, Inc.
-1.17%
-$18,047.28 
CSGP CoStar Group, Inc.
-1.16%
-$61,259.42 
ODFL Old Dominion Freight Line, Inc.
-1.15%
-$335,698.45 
PDD PDD Holdings Inc. American Depositary Shares
-1.15%
-$381,999.24 
DECK Deckers Outdoor Corporation
-1.14%
-$23,105.61 
GS The Goldman Sachs Group, Inc.
-1.11%
-$480,968.23 
COLD Americold Realty Trust
-1.11%
-$8,925.36 
ON ON Semiconductor Corporation
-1.1%
-$51,814.89 
FIS Fidelity National Information Services, Inc.
-1.09%
-$33,250.71 
GPN Global Payments Inc.
-1.09%
-$37,256.32 
MSCI MSCI Inc.
-1.06%
-$69,050.87 
SHW The Sherwin-Williams Company
-1.05%
-$131,971.25 
IRM Iron Mountain Inc.
-1.04%
-$129,509.64 
MTD Mettler-Toledo International Inc.
-1.03%
-$53,828.96 
BR Broadridge Financial Solutions, Inc.
-1.02%
-$33,925.02 
EMR Emerson Electric Co.
-1.02%
-$149,928.9 
NWSA News Corporation
-1.01%
-$20,189.17 
HSIC Henry Schein, Inc.
-1%
-$12,656.76 
REXR Rexford Industrial Realty, Inc.
-0.99%
-$17,566.35 
MDT Medtronic plc
-0.98%
-$197,696.1 
EME EMCOR Group, Inc.
-0.98%
-$50,961.6 
ECL Ecolab Inc.
-0.94%
-$114,507.34 
RVTY Revvity Inc.
-0.94%
-$25,212.77 
INCY Incyte Corporation
-0.92%
-$28,352.48 
LEN Lennar Corporation
-0.91%
-$24,350.87 
TROW T. Rowe Price Group, Inc.
-0.87%
-$31,019.12 
FDX FedEx Corporation
-0.86%
-$89,468.79 
OMC Omnicom Group Inc.
-0.84%
-$34,809.88 
J Jacobs Solutions Inc.
-0.83%
-$21,436.65 
VNO Vornado Realty Trust
-0.83%
-$9,672.02 
WSM Williams-Sonoma, Inc.
-0.82%
-$40,364.96 
JCI Johnson Controls International plc
-0.8%
-$117,441.86 
KKR KKR & Co. Inc.
-0.79%
-$77,374.53 
NWS News Corporation
-0.79%
-$5,237.2 
MMM 3M Company
-0.77%
-$109,178.09 
MOS Mosaic Company
-0.77%
-$7,530.86 
URI United Rentals, Inc.
-0.76%
-$78,147.75 
CUZ Cousins Properties Incorporated
-0.76%
-$7,498.89 
NLY Annaly Capital Management, Inc.
-0.76%
-$17,909.92 
DHR Danaher Corporation
-0.76%
-$179,518.5 
STWD Starwood Property Trust Inc.
-0.75%
-$6,736.93 
NVDA NVIDIA Corporation
-0.73%
-$14.65M 
SYY Sysco Corporation
-0.71%
-$46,373.54 
YUM Yum! Brands, Inc.
-0.69%
-$47,421.06 
PRU Prudential Financial, Inc.
-0.69%
-$44,909.34 
GILD Gilead Sciences Inc.
-0.67%
-$1.01M 
EFX Equifax Inc.
-0.67%
-$21,611.68 
REGN Regeneron Pharmaceuticals, Inc.
-0.66%
-$405,942.82 
SWK Stanley Black & Decker Inc.
-0.65%
-$15,189 
PLD Prologis Inc.
-0.65%
-$276,130.9 
UPS United Parcel Service, Inc.
-0.64%
-$76,300.56 
DVA DaVita Inc.
-0.64%
-$6,075.41 
WST West Pharmaceutical Services, Inc.
-0.64%
-$27,606.48 
RCL Royal Caribbean Group
-0.64%
-$73,196.12 
FCX Freeport-McMoRan Inc.
-0.61%
-$100,592.87 
VLTO Veralto Corporation
-0.6%
-$24,523.67 
ALNY Alnylam Pharmaceuticals Inc
-0.59%
-$108,800.78 
ESS Essex Property Trust, Inc.
-0.59%
-$37,301.39 
MS Morgan Stanley
-0.59%
-$208,619.85 
DD DuPont de Nemours, Inc.
-0.58%
-$17,157.76 
WAB Wabtec Corporation
-0.55%
-$43,391.81 
PAYX Paychex Inc.
-0.54%
-$158,894.75 
ROP Roper Technologies Inc.
-0.53%
-$166,107.35 
BBY Best Buy Co., Inc.
-0.52%
-$15,283.59 
TKO Tko Group Holdings Inc.
-0.52%
-$9,503.23 
UNP Union Pacific Corporation
-0.52%
-$144,038.82 
BG Bunge Global S.A.
-0.51%
-$11,984.26 
CSX CSX Corporation
-0.5%
-$347,772.6 
MCO Moody's Corporation
-0.5%
-$60,283.07 
NVR NVR, Inc.
-0.5%
-$12,952.16 
HUBB Hubbell Inc.
-0.5%
-$19,191.35 
RJF Raymond James Financial Inc.
-0.5%
-$22,064.64 
FTV Fortive Corporation
-0.48%
-$14,326.76 
KRC Kilroy Realty Corporation
-0.48%
-$3,836.25 
BIIB Biogen Inc.
-0.47%
-$26,344.98 
BXP Boston Properties, Inc.
-0.47%
-$15,419.88 
CAH Cardinal Health Inc.
-0.46%
-$43,713.44 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.43%
-$21,470.62 
IEX IDEX Corporation
-0.42%
-$11,600 
UDR UDR Inc.
-0.41%
-$16,083.48 
GWW W.W. Grainger, Inc.
-0.4%
-$36,056.64 
VST Vistra Corp
-0.39%
-$31,070.38 
HAS Hasbro Inc.
-0.39%
-$8,288.67 
GEHC GE HealthCare Technologies Inc.
-0.38%
-$101,498.4 
CLX The Clorox Company
-0.38%
-$6,562.71 
IP International Paper Company
-0.38%
-$11,126.27 
AAAU Goldman Sachs Physical Gold ETF
-0.38%
-$423,856.8 
NDAQ Nasdaq, Inc.
-0.37%
-$25,492.6 
AVY Avery Dennison Corporation
-0.36%
-$7,610.48 
SPHY SPDR Portfolio High Yield Bond ETF
-0.35%
-$239,551.28 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.35%
-$242,534.75 
AMP Ameriprise Financial, Inc.
-0.35%
-$24,925.58 
CVS CVS Health Corporation
-0.35%
-$66,160 
MA Mastercard Incorporated
-0.34%
-$274,607.53 
GIS General Mills, Inc.
-0.34%
-$9,622.03 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.33%
-$227,984.74 
WELL Welltower Inc.
-0.31%
-$181,157.53 
ABT Abbott Laboratories
-0.28%
-$83,867.32 
CFG Citizens Financial Group, Inc.
-0.28%
-$12,141.5 
PPG PPG Industries Inc.
-0.27%
-$10,646.25 
COR Cencora, Inc.
-0.26%
-$28,221.89 
FR First Industrial Realty Trust Inc.
-0.26%
-$4,237.8 
TDY Teledyne Technologies Incorporated
-0.24%
-$11,051.69 
DOC Healthpeak Properties, Inc.
-0.24%
-$11,868.21 
BA Boeing Company
-0.23%
-$56,330.12 
HR Healthcare Realty Trust Incorporated
-0.23%
-$3,033.44 
RITM Rithm Capital Corp.
-0.23%
-$2,291.82 
DHI D.R. Horton, Inc.
-0.23%
-$14,100.48 
PNR Pentair plc
-0.23%
-$3,176.16 
MAA Mid-America Apartment Communities, Inc.
-0.21%
-$10,671.75 
NSC Norfolk Southern Corporation
-0.21%
-$24,575.52 
ALLE Allegion plc
-0.2%
-$4,244.8 
BAC Bank of America Corporation
-0.2%
-$113,103.37 
AES AES Corporation
-0.2%
-$3,721.38 
CTVA Corteva Inc.
-0.19%
-$2,733.5 
CPT Camden Property Trust
-0.19%
-$7,150.81 
AOS A. O. Smith Corporation
-0.18%
-$1,799.71 
CHD Church & Dwight Co., Inc.
-0.18%
-$7,026.38 
CTAS Cintas Corporation
-0.18%
-$112,014.12 
ELV Elevance Health, Inc.
-0.17%
-$25,947.49 
TEL TE Connectivity plc
-0.16%
-$16,542.17 
RSG Republic Services, Inc.
-0.16%
-$12,002.48 
ERIE Erie Indemnity Company
-0.14%
-$1,249.01 
AXP American Express Company
-0.14%
-$37,657.68 
BSX Boston Scientific Corporation
-0.14%
-$14,630.22 
AME Ametek Inc.
-0.13%
-$12,215.61 
STAG Stag Industrial Inc.
-0.11%
-$1,631.08 
LDOS Leidos Holdings Inc.
-0.1%
-$2,498.64 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$79,850.62 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$72,898.88 
ADI Analog Devices, Inc.
-0.08%
-$123,341.24 
LVS Las Vegas Sands Corp.
-0.08%
-$1,515.42 
TSCO Tractor Supply Company
-0.07%
-$2,077.28 
PYPL PayPal Holdings Inc
-0.06%
-$24,665.97 
SBRA Sabra Health Care REIT, Inc.
-0.05%
-$518.19 
PTC PTC Inc.
-0.05%
-$2,001.72 
DLR Digital Realty Trust, Inc.
-0.05%
-$9,671.44 
PFG Principal Financial Group, Inc.
-0.04%
-$1,597.25 
PHM PulteGroup Inc.
-0.04%
-$1,549.9 
IEFA iShares Core MSCI EAFE ETF
-0.04%
-$73,028.88 
ACN Accenture plc Class A
-0.03%
-$7,503.37 
TECH Bio-Techne Corporation
-0.03%
-$507.46 
TRI Thomson Reuters Corp.
-0.03%
-$7,904.19 
CAT Caterpillar Inc.
-0.02%
-$12,036.43 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6664 | Longs Won 4017/6664 60% | Profit Factor 4.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.62M |
| Average Win $1.53M | Best Trade (Oct 15) $126.08M | Sharpe Ratio -7.57 |
| Average Loss -$543,956.79 | Worst Trade (Oct 16) -$83.13M | Z-Score 16.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $706,444.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 46,201 | $5.95M | $7.98M | - | $2.02M | 33.97% | -1.658% |
| AAAU Goldman Sachs Physical Gold ETF | 2.73M | $111.52M | $112.1M | - | $579,050.53 | 0.52% | -0.377% |
| AAPL Apple Inc. | 5.53M | $1.34B | $1.9B | - | $562.18M | 42.08% | +0.374% |
| ABBV AbbVie Inc. | 286,410 | $58.97M | $81.68M | - | $22.71M | 38.51% | +0.632% |
| ABNB Airbnb, Inc. | 322,342 | $42.25M | $55.44M | - | $13.2M | 31.24% | -1.305% |
| ABT Abbott Laboratories | 284,296 | $34.02M | $29.68M | - | -$4.34M | -12.77% | -0.282% |
| ACGL Arch Capital Group Ltd | 58,853 | $5.5M | $5.9M | - | $407,619.4 | 7.42% | +1.027% |
| ACN Accenture plc Class A | 100,045 | $27.76M | $22.49M | - | -$5.27M | -18.97% | -0.033% |
| ADBE Adobe Inc. | 312,506 | $110.89M | $76.49M | - | -$34.4M | -31.03% | -2.75% |
| ADC Agree Realty Corporation | 23,355 | $1.71M | $1.56M | - | -$154,518.52 | -9.02% | +0.233% |
| ADI Analog Devices, Inc. | 373,750 | $99.67M | $150.85M | - | $51.19M | 51.36% | -0.082% |
| ADM Archer-Daniels-Midland Co | 78,715 | $4.63M | $6.55M | - | $1.92M | 41.36% | +0.307% |
| ADP Automatic Data Processing Inc. | 306,299 | $80.17M | $87.61M | - | $7.44M | 9.28% | +0.133% |
| ADSK Autodesk, Inc. | 162,276 | $44.32M | $38.74M | - | -$5.58M | -12.6% | -2.635% |
| AEE Ameren Corporation | 45,142 | $4.45M | $4.77M | - | $317,933.33 | 7.14% | +1.865% |
| AEP American Electric Power Company, Inc. | 421,913 | $47.53M | $53.38M | - | $5.85M | 12.3% | +1.794% |
| AES AES Corporation | 124,046 | $1.79M | $1.85M | - | $61,148.64 | 3.41% | -0.2% |
| AFL Aflac Inc. | 75,901 | $7.96M | $9.03M | - | $1.07M | 13.4% | +0.737% |
| AGG iShares Core U.S. Aggregate Bond ETF | 911,236 | $90.16M | $86.87M | - | -$3.29M | -3.65% | -0.084% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 198,802 | $5.03M | $4.98M | - | -$55,096.94 | -1.1% | -0.43% |
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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 Robert Shea?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $26.6M, Honeywell International Inc - $11.88M, Caterpillar Inc - $11.69M, Microsoft Corp - $11.62M, and Vanguard Russell 2000 ETF - $11.58M. 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: Charter Communications Inc - $12.08M, TRI - $11.06M, CoStar Group, Inc - $10.46M, Cognizant Technology Solutions Corporation - $8.55M, and Atlassian Corporation Class A - $7.85M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Shea's portfolio generate?
The portfolio generates substantial dividend income, with a total of $300.63M earned over time. The largest contributors to dividend income include Microsoft Corp - $11.62M, Vanguard Russell 2000 ETF - $9.94M, Apple Inc - $6.89M, Cisco Systems, Inc - $6.6M, and PepsiCo, Inc - $6.48M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Shea's monthly returns?
Robert Shea's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Robert Shea's strategy be considered aggressive or moderate?
Robert Shea's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Robert Shea's strategy?
Robert Shea's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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