Suzanne Cross Portfolio
Invests via JTC Employer Solutions Trustee Ltd | Managed by Samuel Hackwood
Invests via JTC Employer Solutions Trustee Ltd
Managed by Samuel Hackwood
Automatically Tracked
Suzanne Cross Profile
Suzanne Cross has built a distinguished career at the intersection of technology and investment, specializing in identifying high-growth ventures within emerging markets. With a robust background as an entrepreneur, she has successfully founded and scaled several innovative startups that focus on transformative technologies. In addition to her entrepreneurial achievements, she plays an influential role in various industry panels discussing venture capital trends and sustainable investment practices. Her insight into market dynamics allows her to provide unique perspectives on growth opportunities that can drive substantial returns. By fostering relationships with key players across sectors, Suzanne contributes to strategic initiatives aimed at enhancing investor engagement in tech-driven enterprises.
Suzanne Cross has built a distinguished career at the intersection of technology and investment, specializing in identifying high-growth ventures within emerging markets. With a robust background as an entrepreneur, she has successfully founded and scaled several innovative startups that focus on transformative technologies. In addition to her entrepreneurial achievements, she plays an influential role in various industry panels discussing venture capital trends and sustainable investment practices. Her insight into market dynamics allows her to provide unique perspectives on growth opportunities that can drive substantial returns. By fostering relationships with key players across sectors, Suzanne contributes to strategic initiatives aimed at enhancing investor engagement in tech-driven enterprises.
Investment Philosophy & Strategy
Identifying transformative opportunities in technology-driven sectors defines Suzanne Cross's investment approach. Her entrepreneurial experiences inform a keen understanding of the dynamics at play in emerging markets, where innovation is vital for growth. With an emphasis on fostering relationships with industry leaders, she ensures that strategic initiatives align closely with market needs and investor expectations. This collaborative spirit enhances her capacity to pinpoint high-potential ventures that can yield significant returns. By focusing on sustainable practices and adaptable strategies, she remains committed to navigating the evolving landscape while harnessing disruptive technologies.
Identifying transformative opportunities in technology-driven sectors defines Suzanne Cross's investment approach. Her entrepreneurial experiences inform a keen understanding of the dynamics at play in emerging markets, where innovation is vital for growth. With an emphasis on fostering relationships with industry leaders, she ensures that strategic initiatives align closely with market needs and investor expectations. This collaborative spirit enhances her capacity to pinpoint high-potential ventures that can yield significant returns. By focusing on sustainable practices and adaptable strategies, she remains committed to navigating the evolving landscape while harnessing disruptive technologies.
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:
78.49%
Gain +0.77%
Monthly
1.07%
Yearly
13.69%
Drawdown
19.65%
$1.24B
Equity
Holdings
$1.24B
Investment
$948.1M
$595.68M
Profit +$9.66M
Realized
$308.75M
Unrealized
$286.93M
Dividends
$155.26M
Goals
Avg. 91% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.77%
Profit
$9.66M
Win %
67%
This Week
Compared To Last Week
Gain
-1.19%
Profit
-$14.81M
Win %
67%
This Month
Compared to last month
Gain
-1.41%
Profit
-$17.69M
Win %
67%
This Year
Compared to last year
Gain
4.08%
Profit
$48.48M
Win %
69%
QVCGA QVC Group, Inc. - Series A
+54.55%
+$59.04 
IREN IREN Limited
+20.14%
+$31,885.29 
CIFR Cipher Mining Inc.
+17.37%
+$64,736.25 
CLSK CleanSpark, Inc.
+14.01%
+$11,590.58 
GLXY Galaxy Digital Inc. Class A Common Stock
+9.8%
+$11,439.52 
RIOT Riot Platforms, Inc.
+7.78%
+$7,628.24 
BMNR Bitmine Immersion Technologies, Inc.
+5.93%
+$10,044 
COHR Coherent Corp.
+5.29%
+$78,027.55 
BABA Alibaba Group Holding Limited SP ADR
+5.2%
+$85,017.66 
MSTR Strategy Inc.
+5.03%
+$2,862 
MU Micron Technology, Inc.
+4.47%
+$74,304.85 
BIDU Baidu Inc.
+3.86%
+$22,333.13 
NBIS Nebius Group N.V.
+3.82%
+$96,329.59 
ORBS Eightco Holdings Inc.
+3.34%
+$386 
XBIO Xenetic Biosciences Inc.
+3.16%
+$237.6 
KWEB KraneShares CSI China Internet ETF
+2.96%
+$25,505.99 
ETH Ethan Allen Interiors Inc
+2.96%
+$13,000 
COIN Coinbase Global, Inc.
+2.96%
+$2,129.7 
LUNR Intuitive Machines, Inc.
+2.96%
+$1,268 
BF-B Brown-Forman Corporation
+2.89%
+$1,653.9 
ETHA iShares Ethereum Trust
+2.8%
+$3,857.88 
AVGO Broadcom Inc.
+2.71%
+$6,736.85 
SNAP Snap Inc.
+2.65%
+$732.84 
HRTX Heron Therapeutics Inc.
+2.61%
+$79.95 
AMD Advanced Micro Devices, Inc.
+2.52%
+$32,622.1 
TMV Direxion Daily 20+ Year Treasury Bear 3X Shares
+2.42%
+$1,478.34 
EMBC Embecta Corp.
+2.31%
+$8.4 
SNOW Snowflake Inc.
+2.27%
+$3,666.01 
ISRG Intuitive Surgical, Inc.
+2.27%
+$3,136 
GSL Global Ship Lease Inc.
+2.22%
+$260,999.62 
DOCN DigitalOcean Holdings Inc.
+2.05%
+$3,202.03 
IBIT iShares Bitcoin Trust
+1.99%
+$41,481.6 
RGTI Rigetti Computing Inc
+1.95%
+$7,041.37 
SOUN SoundHound AI Inc.
+1.83%
+$1,304.1 
GOOG Alphabet Inc
+1.8%
+$536,396.77 
ARKW ARK Next Generation Internet ETF
+1.76%
+$2,851.05 
MSFT Microsoft Corp.
+1.76%
+$44,152.21 
MEOH Methanex Corporation
+1.73%
+$3,087.5 
PSX Phillips 66
+1.73%
+$4,850.51 
GOOGL Alphabet Inc
+1.67%
+$2.86M 
STNG Scorpio Tankers Inc.
+1.63%
+$159.36 
PLTR Palantir Technologies Inc.
+1.6%
+$17,169.88 
EQX Equinox Gold Corp.
+1.57%
+$834.43 
RTX RTX Corporation
+1.54%
+$5,011.83 
COP ConocoPhillips
+1.53%
+$4,762.56 
TUR iShares MSCI Turkey ETF
+1.44%
+$56 
CVX Chevron Corporation
+1.41%
+$1,262.16 
SOXX iShares Semiconductor ETF
+1.39%
+$2,908 
FOXA Fox Corporation
+1.39%
+$132.8 
MSGE Madison Square Garden Entertainment Corp.
+1.37%
+$4,429 
IBM International Business Machines Corporation
+1.36%
+$447.95 
AMZN Amazon.com Inc
+1.31%
+$144,513.92 
SLV iShares Silver Trust
+1.3%
+$1,039.5 
GEV GE Vernova Inc.
+1.24%
+$5,338.91 
TXN Texas Instruments Inc
+1.16%
+$3,279.99 
WMB The Williams Companies, Inc.
+1.14%
+$5,404.95 
SD SandRidge Energy Inc.
+1.1%
+$375 
SPMO Invesco S&P 500 Momentum ETF
+1.04%
+$188,932 
TDF Templeton Dragon Fund, Inc.
+1.03%
+$770.77 
IGV iShares Expanded Tech-Software Sector ETF
+1.02%
+$8,515.4 
AAL American Airlines Group Inc.
+1%
+$27,703.05 
ARTY iShares Future AI & Tech ETF
+0.99%
+$2,161.9 
XOM Exxon Mobil Corporation
+0.99%
+$484.51 
MNTK Montauk Renewables Inc.
+0.95%
+$2,967.89 
MTUM iShares MSCI USA Momentum Factor ETF
+0.94%
+$4,280.71 
ALMU Aeluma Inc.
+0.93%
+$331.49 
EIDO iShares MSCI Indonesia ETF
+0.93%
+$34.5 
FANG Diamondback Energy Inc
+0.92%
+$50.54 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.88%
+$2,219.12 
EEM iShares MSCI Emerging Markets ETF
+0.85%
+$3,627.72 
V Visa Inc. Class A
+0.84%
+$5,108.5 
DRS Leonardo DRS, Inc.
+0.83%
+$511 
RCI Rogers Communications Inc.
+0.81%
+$30,018.24 
PYPL PayPal Holdings Inc
+0.78%
+$8,800 
FCX Freeport-McMoRan Inc.
+0.77%
+$27,000 
ACMR Acm Research Inc.
+0.73%
+$610 
AEG Aegon N.V.
+0.72%
+$21.64 
COPX Global X Copper Miners ETF
+0.68%
+$299.97 
ARKK ARK Innovation ETF Fund
+0.65%
+$15,754.48 
SKF ProShares UltraShort Financials Fund
+0.65%
+$6.76 
QSI Quantum-Si Incorporated
+0.64%
+$183.06 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.64%
+$540.4 
EWW iShares MSCI Mexico ETF
+0.64%
+$132 
META Meta Platforms Inc Class A
+0.64%
+$16,768.76 
XLK State Street Technology Select Sector SPDR ETF
+0.63%
+$209 
NOK Nokia Corporation Sponsored ADR
+0.59%
+$45.06 
VGT Vanguard Information Technology ETF
+0.59%
+$10,870.11 
QQQ Invesco QQQ Trust, Series 1
+0.58%
+$28,803.25 
SIRI Sirius XM Holdings Inc.
+0.58%
+$2,992.34 
EWZ iShares MSCI Brazil ETF
+0.58%
+$1,584.65 
MKL Markel Group Inc.
+0.57%
+$791.7 
MA Mastercard Incorporated
+0.52%
+$214,191.8 
FCG First Trust Natural Gas ETF
+0.52%
+$522 
IWF iShares Russell 1000 Growth ETF
+0.5%
+$4,838.4 
DXJ WisdomTree Japan Hedged Equity Fund
+0.46%
+$1,553.54 
XOVR ERShares Private-Public Crossover ETF
+0.44%
+$1,206.32 
WTRE WisdomTree New Economy Real Estate Fund
+0.42%
+$575.94 
PLAB Photronics Inc.
+0.42%
+$23,022.72 
VWO Vanguard FTSE Emerging Markets ETF
+0.41%
+$1,884.7 
HSAI Hesai Group American Depositary Share
+0.4%
+$646.44 
MMM 3M Company
+0.38%
+$2,156.35 
SCHW Charles Schwab Corporation
+0.36%
+$2,097.9 
PINS Pinterest, Inc. Class A
+0.34%
+$110 
TGT Target Corporation
+0.32%
+$1,260 
NWSA News Corporation
+0.31%
+$11.07 
SYK Stryker Corporation
+0.3%
+$646 
IONQ IonQ, Inc.
+0.26%
+$933.48 
B BARRICK MINING CORP Common Stock (ABR0)
+0.24%
+$1,697.87 
EWJ iShares MSCI Japan ETF
+0.24%
+$10,499.95 
SPT Sprout Social, Inc. Class A Common Stock
+0.23%
+$27.5 
URNM Sprott Uranium Miners ETF
+0.22%
+$892.5 
GEHC GE HealthCare Technologies Inc.
+0.2%
+$61.5 
NVDA NVIDIA Corporation
+0.19%
+$31,082.22 
SDG iShares MSCI Global Sustainable Development Goals ETF
+0.17%
+$76.2 
C Citigroup Inc.
+0.16%
+$35,238.63 
NEM Newmont Corporation
+0.16%
+$980 
DAL Delta Air Lines, Inc.
+0.14%
+$1,800 
EMD Western Asset Emerging Markets Debt Fund Inc.
+0.14%
+$242.07 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.13%
+$342.2 
SYF Synchrony Financial
+0.12%
+$6,375 
APH Amphenol Corporation
+0.11%
+$985.83 
IVV iShares Core S&P 500 ETF
+0.1%
+$3,312.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.09%
+$108.8 
VOO Vanguard S&P 500 ETF
+0.09%
+$5,074.81 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$5,513.94 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$8,439.02 
AR Antero Resources Corporation
+0.07%
+$87.5 
CNQ Canadian Natural Resources Limited
+0.05%
+$10,752.92 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.04%
+$321.8 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.04%
+$4,653.28 
GDXJ VanEck Junior Gold Miners ETF
+0.03%
+$103.56 
SF Stifel Financial Corp.
+0.03%
+$12.03 
VT Vanguard Total World Stock ETF
+0.03%
+$375 
QCOM QUALCOMM Incorporated
+0.03%
+$135 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$1,031.88 
SHV iShares Short Treasury Bond ETF
+0.01%
+$14.41 
CDNMF EGR Exploration Ltd.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
PRCT Procept BioRobotics Corporation
0%
$0 
STRZ
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VALWS
0%
$0 
LLYVB Liberty Media Corporation
-13.97%
-$25,437.78 
ADPT Adaptive Biotechnologies Corporation
-3.84%
-$1,239.26 
SQM Quimica y Minera Chilena S.A. ADR
-3.54%
-$1,111.5 
DDD 3D Systems Corporation
-3.53%
-$142.5 
KKR KKR & Co. Inc.
-3.42%
-$22,966.65 
ORCL Oracle Corporation
-3.34%
-$22,087.48 
LION Lionsgate Studios Corp.
-2.95%
-$1,850.74 
BX Blackstone Inc.
-2.72%
-$6,762 
BYND Beyond Meat Inc.
-2.71%
-$12 
AAPL Apple Inc.
-2.68%
-$671,052.35 
UA Under Armour Inc.
-2.68%
-$78.39 
GSK GSK plc Sponsored ADR
-2.68%
-$12.52M 
DELL Dell Technologies Inc.
-2.64%
-$37,183.04 
IMCR Immunocore Holdings plc American Depositary Receipt
-2.6%
-$2,418.78 
MBI MBIA Inc.
-2.52%
-$29,700 
ALB Albemarle Corporation
-2.45%
-$2,960 
UAA Under Armour Inc.
-2.42%
-$72 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
-2.4%
-$1,201.5 
GE General Electric Company
-2.28%
-$14,688.98 
TSLA Tesla, Inc.
-2.23%
-$9,126.75 
TD The Toronto-Dominion Bank
-2.19%
-$192,907.08 
RY Royal Bank of Canada
-2.13%
-$43,903.35 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-2.12%
-$652.8 
NFLX Netflix, Inc.
-2.04%
-$15,411.3 
CX Cemex S.A.B. de C.V. Sponsored ADR
-2.04%
-$80,022.58 
HPQ HP Inc.
-1.99%
-$613.3 
PEP PepsiCo, Inc.
-1.97%
-$4,787.85 
WAT Waters Corporation
-1.96%
-$541.5 
WAB Wabtec Corporation
-1.94%
-$507 
MS Morgan Stanley
-1.92%
-$6,217.5 
RITM Rithm Capital Corp.
-1.88%
-$2,800 
SATS EchoStar Corporation
-1.87%
-$602 
DE Deere & Company
-1.84%
-$17,403.3 
MDLZ Mondelez International, Inc.
-1.81%
-$1,022.12 
CBRE CBRE Group Inc.
-1.8%
-$88,900 
HD The Home Depot, Inc.
-1.77%
-$3,378.36 
FDX FedEx Corporation
-1.74%
-$1,629 
BMO Bank of Montreal
-1.72%
-$5,351.44 
SOLV Solventum Corporation
-1.71%
-$1,227.37 
VRTS Virtus Investment Partners Inc.
-1.65%
-$68 
MRK Merck & Co., Inc.
-1.64%
-$7,812.26 
CL Colgate-Palmolive Company
-1.62%
-$3,946.11 
RKLB Rocket Lab Corporation
-1.6%
-$2,678.4 
CARR Carrier Global Corporation
-1.59%
-$4,449.38 
CAT Caterpillar Inc.
-1.54%
-$5,006.11 
AA Alcoa Corporation
-1.48%
-$23,079.74 
CP Canadian Pacific Kansas City Limited
-1.43%
-$2,004.64 
BKSY BlackSky Technology Inc.
-1.4%
-$232.5 
WMT Walmart Inc.
-1.38%
-$7,110 
PJT PJT Partners Inc.
-1.37%
-$109.92 
F Ford Motor Company
-1.37%
-$394.1 
WBD Warner Bros. Discovery, Inc.
-1.36%
-$61.69 
BKNG Booking Holdings Inc.
-1.25%
-$2,450.99 
SYM Symbotic Inc. Class A
-1.25%
-$1,387.41 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.22%
-$1,880 
BDX Becton, Dickinson and Company
-1.21%
-$1,069.6 
NKE Nike, Inc. - Class B
-1.17%
-$1,958.4 
PRME Prime Medicine Inc.
-1.12%
-$463.71 
XPEV Xpeng Inc.
-1.07%
-$184.29 
JNJ Johnson & Johnson
-1.07%
-$6,043.28 
WSO Watsco Inc.
-1.01%
-$2,925 
DIS The Walt Disney Company
-0.99%
-$18,581.32 
JBTM JBT Marel Corporation
-0.99%
-$315.21 
HPE Hewlett Packard Enterprise Company
-0.98%
-$25,453.99 
URE ProShares Ultra Real Estate
-0.97%
-$251.62 
XBI SPDR S&P Biotech ETF
-0.96%
-$2,294 
RERE Atrenew Inc.
-0.9%
-$2,094.12 
WFC Wells Fargo & Company
-0.9%
-$1,496.21 
LBRDA Liberty Broadband Corporation
-0.89%
-$457.32 
NLY Annaly Capital Management, Inc.
-0.89%
-$124.03 
LILAK Liberty Latin America Ltd.
-0.89%
-$1,287.75 
CNX CNX Resources Corporation
-0.86%
-$570 
SLG SL Green Realty Corp.
-0.85%
-$8,974.68 
RXRX Recursion Pharmaceuticals, Inc.
-0.85%
-$357.93 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-0.84%
-$315.87 
UNP Union Pacific Corporation
-0.83%
-$521,829 
MRNA Moderna, Inc.
-0.82%
-$153 
BAC Bank of America Corporation
-0.82%
-$112,617.52 
LBRDK Liberty Broadband Corporation
-0.81%
-$3,251.25 
EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
-0.77%
-$456.66 
EUFN iShares MSCI Europe Financials ETF
-0.76%
-$3,233 
CDLR Cadeler A/S
-0.75%
-$52.15 
VGK Vanguard FTSE Europe ETF
-0.73%
-$1,021.68 
BB BlackBerry Ltd.
-0.72%
-$34.12 
EDEN iShares MSCI Denmark ETF
-0.69%
-$820.51 
FWONA Liberty Media Corporation
-0.68%
-$1,057 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.66%
-$1,451.12 
EUAD STOXX Europe Aerospace & Defense ETF
-0.65%
-$1,899.37 
BBAI BigBear.ai Holdings Inc.
-0.63%
-$90 
SPLV Invesco S&P 500 Low Volatility ETF
-0.61%
-$6,045 
UFO Procure Space ETF
-0.58%
-$306 
LMND Lemonade Inc.
-0.58%
-$975 
PFE Pfizer Inc.
-0.58%
-$2,175 
PG Procter & Gamble Co
-0.57%
-$510 
PBA Pembina Pipeline Corporation
-0.56%
-$3,697.5 
ADM Archer-Daniels-Midland Co
-0.56%
-$1,440 
GM General Motors Company
-0.56%
-$597.98 
VTRS Viatris Inc.
-0.55%
-$35.34 
DWM WisdomTree International Equity Fund
-0.54%
-$1,686.17 
VTMX Corporacion Inmobiliaria Vesta S.A.B. de C.V.
-0.52%
-$393.12 
SCHH Schwab U.S. REIT ETF
-0.52%
-$2,534.84 
URA Global X Uranium ETF
-0.52%
-$661.8 
TMO Thermo Fisher Scientific Inc.
-0.51%
-$814.77 
PGX Invesco Preferred ETF
-0.51%
-$198.94 
AXP American Express Company
-0.5%
-$40,275.22 
SLB Schlumberger Limited
-0.5%
-$1,950.5 
CRBP Corbus Pharmaceuticals Holdings, Inc.
-0.5%
-$49.77 
AIG American International Group Inc.
-0.48%
-$66,690 
XLV Health Care Select Sector SPDR Fund
-0.48%
-$4,211.98 
MCO Moody's Corporation
-0.48%
-$1,424.35 
PM Philip Morris International Inc.
-0.45%
-$811.84 
INDA ISHARES MSCI INDIA ETF
-0.44%
-$7,055.44 
MOO VanEck Agribusiness ETF
-0.44%
-$1,224.72 
CSCO Cisco Systems, Inc.
-0.42%
-$5,053.91 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.42%
-$1,800 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$1,347.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.41%
-$14,628.84 
PL PLANET LABS PBC
-0.4%
-$759.6 
HWM Howmet Aerospace Inc.
-0.39%
-$1,140.61 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.39%
-$995.59 
IVE ISHARES S&P 500 VALUE ETF
-0.36%
-$1,122.98 
IJS iShares S&P Small-Cap 600 Value ETF
-0.36%
-$257.74 
COST Costco Wholesale Corporation
-0.35%
-$50,455.02 
JPM JPMorgan Chase & Co.
-0.31%
-$250,983.89 
NIO Nio Inc.
-0.31%
-$411 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.3%
-$268.16 
MCD McDonald's Corporation
-0.28%
-$2,690.36 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.28%
-$447.72 
SETM Sprott Critical Materials ETF
-0.28%
-$312 
GILD Gilead Sciences Inc.
-0.28%
-$310.8 
GDX VanEck Gold Miners ETF
-0.27%
-$390 
BTG B2Gold Corp
-0.27%
-$259 
VZ Verizon Communications Inc.
-0.25%
-$78.1 
HLN Haleon Plc - ADR
-0.25%
-$40,268.03 
SCHP Schwab U.S. TIPS ETF
-0.23%
-$8,517.84 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-0.22%
-$354.25 
XLF Financial Select Sector SPDR Fund
-0.22%
-$289.62 
SJM The J.M. Smucker Company
-0.21%
-$206.4 
SMCI Super Micro Computer Inc
-0.21%
-$30 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.2%
-$285.68 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.19%
-$92.5 
IXG iShares Global Financials ETF
-0.19%
-$1,175 
AAAU Goldman Sachs Physical Gold ETF
-0.19%
-$736.73 
RXI iShares Global Consumer Discretionary ETF
-0.18%
-$528.85 
IWM iShares Russell 2000 ETF
-0.16%
-$354.86 
MO Altria Group, Inc.
-0.15%
-$330 
MSD Morgan Stanley Emerging Markets Debt Fund
-0.14%
-$21 
GLD SPDR Gold Shares
-0.14%
-$5,476.5 
OTIS Otis Worldwide Corporation
-0.14%
-$82.2 
IAU iShares Gold Trust
-0.13%
-$1,200.04 
VTV Vanguard Value ETF
-0.12%
-$345.6 
VB Vanguard Small-Cap ETF
-0.1%
-$277.5 
KO The Coca-Cola Company
-0.1%
-$258.9 
URTH iShares MSCI World ETF
-0.09%
-$166.82 
AEM Agnico Eagle Mines Limited
-0.07%
-$168 
GLW Corning Incorporated
-0.07%
-$3,300 
COF Capital One Financial Corporation
-0.06%
-$3,249.97 
PFF iShares Preferred and Income Securities ETF
-0.05%
-$93 
FMC FMC Corporation
-0.04%
-$30.5 
SH ProShares Short S&P500
-0.04%
-$37.5 
SPG Simon Property Group, Inc.
-0.04%
-$39.14 
OGN Organon & Co.
-0.04%
-$1.02 
COWZ Pacer US Cash Cows 100 ETF
-0.01%
-$7.8 
JNK SPDR Bloomberg High Yield Bond ETF
-0.01%
-$5 Events
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Dividends
Dividend Analysis
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| Trades 1305 | Longs Won 759/1305 58% | Profit Factor 8.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.29M |
| Average Win $891,377.48 | Best Trade (Mar 31) $107.98M | Sharpe Ratio -13.27 |
| Average Loss -$148,120.77 | Worst Trade (Mar 31) -$10.68M | Z-Score 0.02 (1.74%) |
| Commissions $0 | Avg. Trade Length 2y 4m 1d | Expectancy $456,460.97 |
| 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% | 0.16% |
| Consecutive Losing Trades | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
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Returns
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FAQ
Which stocks have generated the highest profits for Suzanne Cross?
The largest contributions to the portfolio's profits come from the following stocks: GSK plc Sponsored ADR - $289.95M, NVIDIA Corporation - $26.76M, Haleon Plc - ADR - $20.71M, JPMorgan Chase & Co - $20.22M, and Microsoft Corp - $19.37M. 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: iShares MSCI Emerging Markets ETF - $9.55M, PayPal Holdings Inc - $6.73M, iShares Bitcoin Trust - $3.3M, Pagaya Technologies Ltd - $1.5M, and Alcoa Corporation - $832,656.42. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Suzanne Cross's portfolio generate?
The portfolio generates substantial dividend income, with a total of $155.26M earned over time. The largest contributors to dividend income include GSK plc Sponsored ADR - $110.24M, JPMorgan Chase & Co - $5.71M, Union Pacific Corporation - $5.31M, Global Ship Lease Inc - $2.75M, and MBIA Inc - $2.24M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Suzanne Cross's monthly returns?
Suzanne Cross's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Suzanne Cross's strategy be considered aggressive or moderate?
Suzanne Cross'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 Suzanne Cross's strategy?
Suzanne Cross'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.
