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:
81.74%
Gain +0.08%
Monthly
1.04%
Yearly
13.27%
Drawdown
19.66%
$1.22B
Equity
Holdings
$1.22B
Investment
$949.41M
$590.66M
Profit +$14,783.16
Realized
$316.57M
Unrealized
$274.1M
Dividends
$148.97M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$14,783.16
Win %
68%
This Week
Compared To Last Week
Gain
-1.7%
Profit
-$21.19M
Win %
68%
This Month
Compared to last month
Gain
-1.8%
Profit
-$22.44M
Win %
68%
This Year
Compared to last year
Gain
-1.8%
Profit
-$22.4M
Win %
69%
SPT Sprout Social, Inc. Class A Common Stock
+4.49%
+$625.62 
TMV Direxion Daily 20+ Year Treasury Bear 3X Shares
+3.78%
+$2,530.98 
SNAP Snap Inc.
+3.48%
+$1,129.8 
F Ford Motor Company
+3.27%
+$889.24 
AAPL Apple Inc.
+3.16%
+$744,170.77 
GM General Motors Company
+2.45%
+$2,884.35 
MNTK Montauk Renewables Inc.
+2.44%
+$11,851.75 
ISRG Intuitive Surgical, Inc.
+2.36%
+$3,336.04 
PINS Pinterest, Inc. Class A
+2.22%
+$556.87 
PM Philip Morris International Inc.
+2.08%
+$3,653.28 
STNG Scorpio Tankers Inc.
+1.88%
+$200.32 
PYPL PayPal Holdings Inc
+1.87%
+$19,500 
BF-B Brown-Forman Corporation
+1.74%
+$1,016.92 
HPQ HP Inc.
+1.67%
+$669.06 
FOXA Fox Corporation
+1.65%
+$174.57 
EWZ iShares MSCI Brazil ETF
+1.43%
+$4,212.85 
FANG Diamondback Energy Inc
+1.25%
+$71.12 
MO Altria Group, Inc.
+1.19%
+$2,430 
WBD Warner Bros. Discovery, Inc.
+1.07%
+$50.7 
LMND Lemonade Inc.
+1.03%
+$1,262.5 
MEOH Methanex Corporation
+0.98%
+$1,977.62 
LION Lionsgate Studios Corp.
+0.86%
+$428.83 
SIRI Sirius XM Holdings Inc.
+0.86%
+$4,095.66 
SKF ProShares UltraShort Financials Fund
+0.82%
+$8.36 
QCOM QUALCOMM Incorporated
+0.8%
+$4,230 
XOM Exxon Mobil Corporation
+0.79%
+$429.57 
DIS The Walt Disney Company
+0.73%
+$14,654.34 
MRNA Moderna, Inc.
+0.67%
+$273 
GOOGL Alphabet Inc
+0.67%
+$1.1M 
GOOG Alphabet Inc
+0.64%
+$174,713.8 
COP ConocoPhillips
+0.63%
+$2,340.69 
GSL Global Ship Lease Inc.
+0.63%
+$83,578.53 
LILAK Liberty Latin America Ltd.
+0.63%
+$887.97 
FDX FedEx Corporation
+0.62%
+$571.8 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.61%
+$788.7 
SH ProShares Short S&P500
+0.6%
+$487.5 
DRS Leonardo DRS, Inc.
+0.6%
+$301 
FCG First Trust Natural Gas ETF
+0.58%
+$666 
MBI MBIA Inc.
+0.55%
+$4,500 
KO The Coca-Cola Company
+0.48%
+$1,416.1 
SCHW Charles Schwab Corporation
+0.47%
+$2,835 
TD The Toronto-Dominion Bank
+0.47%
+$32,233.85 
ADM Archer-Daniels-Midland Co
+0.42%
+$1,080 
CNX CNX Resources Corporation
+0.41%
+$300 
BMO Bank of Montreal
+0.39%
+$1,160.76 
AR Antero Resources Corporation
+0.38%
+$525 
WSO Watsco Inc.
+0.36%
+$873.6 
BMNR Bitmine Immersion Technologies, Inc.
+0.35%
+$918 
SPCX Space Exploration Technologies Corp. Class A
+0.35%
+$94.44 
BKNG Booking Holdings Inc.
+0.33%
+$612.75 
C Citigroup Inc.
+0.32%
+$73,833.32 
SPG Simon Property Group, Inc.
+0.27%
+$230.72 
SD SandRidge Energy Inc.
+0.27%
+$100 
VZ Verizon Communications Inc.
+0.27%
+$95.85 
VTMX Corporacion Inmobiliaria Vesta S.A.B. de C.V.
+0.24%
+$174.72 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.21%
+$200 
UNP Union Pacific Corporation
+0.16%
+$95,634 
PG Procter & Gamble Co
+0.15%
+$129 
BRK-A Berkshire Hathaway Inc.
+0.13%
+$8,627.76 
VRTS Virtus Investment Partners Inc.
+0.09%
+$3.25 
ETH Ethan Allen Interiors Inc
+0.09%
+$500 
ETHA iShares Ethereum Trust
+0.08%
+$148.38 
PEP PepsiCo, Inc.
+0.07%
+$177 
DE Deere & Company
+0.06%
+$665.7 
XLP Consumer Staples Select Sector SPDR Fund
+0.04%
+$48 
DXJ WisdomTree Japan Hedged Equity Fund
+0.02%
+$79 
RTX RTX Corporation
+0.01%
+$33.62 
CDNMF EGR Exploration Ltd.
0%
$0 
LBRDK Liberty Broadband Corporation
0%
$0 
LBRDA Liberty Broadband Corporation
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLBAV GCI Liberty, Inc.
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 STRZ
STRZ
0%
$0 VALW
VALWS
0%
$0 
ORBS Eightco Holdings Inc.
-8.72%
-$1,814 
COPX Global X Copper Miners ETF
-7.21%
-$4,163.22 
FCX Freeport-McMoRan Inc.
-6.62%
-$303,000 
CRBP Corbus Pharmaceuticals Holdings, Inc.
-5.87%
-$575.12 
HPE Hewlett Packard Enterprise Company
-5.76%
-$191,796.03 
SLV iShares Silver Trust
-5.41%
-$5,173.87 
SETM Sprott Critical Materials ETF
-5.38%
-$7,254 
EQX Equinox Gold Corp.
-5.14%
-$4,079.46 
NBIS Nebius Group N.V.
-5%
-$170,669.47 
HSAI Hesai Group American Depositary Share
-4.97%
-$4,895.17 
AA Alcoa Corporation
-4.69%
-$84,144.9 
ORCL Oracle Corporation
-4.63%
-$39,172.76 
CIFR Cipher Mining Inc.
-4.62%
-$16,555.5 
SQM Quimica y Minera Chilena S.A. ADR
-4.56%
-$1,548 
MU Micron Technology, Inc.
-4.49%
-$90,349.08 
URA Global X Uranium ETF
-4.22%
-$6,551.82 
RIOT Riot Platforms, Inc.
-4.21%
-$4,995.96 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-4.14%
-$9,210.5 
URNM Sprott Uranium Miners ETF
-4.01%
-$19,422.5 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-4.01%
-$24,060 
GDXJ VanEck Junior Gold Miners ETF
-3.98%
-$17,777.8 
DELL Dell Technologies Inc.
-3.94%
-$74,898.28 
PRME Prime Medicine Inc.
-3.89%
-$1,788.62 
GLXY Galaxy Digital Inc. Class A Common Stock
-3.85%
-$5,230.34 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
-3.74%
-$1,702.5 
BYND Beyond Meat Inc.
-3.67%
-$9.9 
BTG B2Gold Corp
-3.61%
-$5,180 
SYM Symbotic Inc. Class A
-3.58%
-$4,109.16 
PRCT Procept BioRobotics Corporation
-3.56%
-$597.86 
GDX VanEck Gold Miners ETF
-3.51%
-$6,980 
KKR KKR & Co. Inc.
-3.41%
-$23,632.35 
PJT PJT Partners Inc.
-3.35%
-$286.56 
IREN IREN Limited
-3.2%
-$6,829.5 
BB BlackBerry Ltd.
-3.16%
-$128.62 
AMD Advanced Micro Devices, Inc.
-3.12%
-$34,401.34 
AEM Agnico Eagle Mines Limited
-3.06%
-$10,416 
NIO Nio Inc.
-2.97%
-$3,011.26 
SMCI Super Micro Computer Inc
-2.89%
-$675 
CLSK CleanSpark, Inc.
-2.86%
-$2,413.38 
WMB The Williams Companies, Inc.
-2.85%
-$13,852.22 
CARR Carrier Global Corporation
-2.85%
-$6,748.5 
COHR Coherent Corp.
-2.85%
-$45,861.12 
IBM International Business Machines Corporation
-2.85%
-$1,058.65 
GEV GE Vernova Inc.
-2.84%
-$10,966.06 
SOUN SoundHound AI Inc.
-2.84%
-$2,084.29 
DDD 3D Systems Corporation
-2.81%
-$142.5 
HLNE Hamilton Lane Inc.
-2.78%
-$2,621.47 
NLY Annaly Capital Management, Inc.
-2.74%
-$375.1 
BKSY BlackSky Technology Inc.
-2.73%
-$442.5 
MSTR Strategy Inc.
-2.7%
-$2,148.06 
SYF Synchrony Financial
-2.68%
-$155,250 
GLW Corning Incorporated
-2.64%
-$133,500.3 
B BARRICK MINING CORP Common Stock (ABR0)
-2.6%
-$23,171 
SOLV Solventum Corporation
-2.59%
-$2,057.39 
IONQ IonQ, Inc.
-2.58%
-$10,216.42 
IMCR Immunocore Holdings plc American Depositary Receipt
-2.55%
-$2,339.04 
BX Blackstone Inc.
-2.5%
-$6,311.21 
EMD Western Asset Emerging Markets Debt Fund Inc.
-2.49%
-$4,195.88 
HRTX Heron Therapeutics Inc.
-2.46%
-$53.3 
SOXX iShares Semiconductor ETF
-2.38%
-$5,072 
ALB Albemarle Corporation
-2.35%
-$2,960 
PLAB Photronics Inc.
-2.27%
-$126,624.96 
CX Cemex S.A.B. de C.V. Sponsored ADR
-2.26%
-$73,983.14 
XBIO Xenetic Biosciences Inc.
-2.25%
-$256.5 
NVDA NVIDIA Corporation
-2.24%
-$481,501.08 
ARTY iShares Future AI & Tech ETF
-2.14%
-$4,308.09 
EEM iShares MSCI Emerging Markets ETF
-2.12%
-$9,741.1 
PLTR Palantir Technologies Inc.
-2.1%
-$28,860.79 
EIDO iShares MSCI Indonesia ETF
-2.06%
-$81 
XPEV Xpeng Inc.
-2.03%
-$273.26 
COF Capital One Financial Corporation
-2.02%
-$106,750 
OTIS Otis Worldwide Corporation
-2.02%
-$1,153.6 
NEM Newmont Corporation
-2%
-$18,060 
NKE Nike, Inc. - Class B
-1.99%
-$2,860.8 
LUNR Intuitive Machines, Inc.
-1.98%
-$935.15 
BDX Becton, Dickinson and Company
-1.96%
-$1,976.8 
HWM Howmet Aerospace Inc.
-1.95%
-$4,839.64 
FWONA Liberty Media Corporation
-1.95%
-$2,868.68 
MRK Merck & Co., Inc.
-1.94%
-$10,646.3 
RITM Rithm Capital Corp.
-1.93%
-$3,040 
PL PLANET LABS PBC
-1.83%
-$2,658.6 
URE ProShares Ultra Real Estate
-1.82%
-$427.66 
WTRE WisdomTree New Economy Real Estate Fund
-1.77%
-$2,453.98 
GLD SPDR Gold Shares
-1.75%
-$77,218.76 
AAAU Goldman Sachs Physical Gold ETF
-1.74%
-$3,774.5 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.72%
-$2,640 
IAU iShares Gold Trust
-1.72%
-$17,937.44 
HD The Home Depot, Inc.
-1.71%
-$3,000.48 
SPMO Invesco S&P 500 Momentum ETF
-1.71%
-$499,035 
MTUM iShares MSCI USA Momentum Factor ETF
-1.67%
-$7,772.85 
SLB Schlumberger Limited
-1.67%
-$7,893.3 
PBA Pembina Pipeline Corporation
-1.65%
-$10,327.5 
EWW iShares MSCI Mexico ETF
-1.62%
-$341 
ACMR Acm Research Inc.
-1.62%
-$1,193.3 
ARKK ARK Innovation ETF Fund
-1.61%
-$43,887.48 
XBI SPDR S&P Biotech ETF
-1.61%
-$3,968 
RXRX Recursion Pharmaceuticals, Inc.
-1.55%
-$715.85 
CP Canadian Pacific Kansas City Limited
-1.54%
-$2,079.44 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.54%
-$2,814.32 
META Meta Platforms Inc Class A
-1.53%
-$40,922.4 
SLG SL Green Realty Corp.
-1.53%
-$16,317.6 
SYK Stryker Corporation
-1.52%
-$2,849.2 
MCO Moody's Corporation
-1.49%
-$4,099.33 
QSI Quantum-Si Incorporated
-1.47%
-$855.66 
SDG iShares MSCI Global Sustainable Development Goals ETF
-1.46%
-$673.3 
VWO Vanguard FTSE Emerging Markets ETF
-1.45%
-$7,097.7 
IBIT iShares Bitcoin Trust
-1.43%
-$36,332.16 
DOCN DigitalOcean Holdings Inc.
-1.4%
-$2,445.9 
APH Amphenol Corporation
-1.39%
-$26,196.67 
RERE Atrenew Inc.
-1.36%
-$3,290.76 
BIDU Baidu Inc.
-1.36%
-$6,751.25 
CSCO Cisco Systems, Inc.
-1.34%
-$15,753.15 
EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
-1.33%
-$811.84 
NWSA News Corporation
-1.32%
-$48.75 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.3%
-$921.6 
FMC FMC Corporation
-1.3%
-$976 
CBRE CBRE Group Inc.
-1.28%
-$62,475 
SF Stifel Financial Corp.
-1.28%
-$495.43 
AAL American Airlines Group Inc.
-1.27%
-$30,473.35 
XLK State Street Technology Select Sector SPDR ETF
-1.27%
-$908.2 
CAT Caterpillar Inc.
-1.25%
-$3,774 
TUR iShares MSCI Turkey ETF
-1.2%
-$49 
KWEB KraneShares CSI China Internet ETF
-1.19%
-$9,464.49 
TGT Target Corporation
-1.19%
-$5,236 
CDLR Cadeler A/S
-1.16%
-$89.4 
INDA ISHARES MSCI INDIA ETF
-1.16%
-$18,541.04 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.15%
-$3,044.4 
SJM The J.M. Smucker Company
-1.15%
-$1,221.2 
TDF Templeton Dragon Fund, Inc.
-1.15%
-$840.84 
TSLA Tesla, Inc.
-1.15%
-$4,525.75 
RKLB Rocket Lab Corporation
-1.14%
-$1,785.6 
VTRS Viatris Inc.
-1.1%
-$67.41 
NOK Nokia Corporation Sponsored ADR
-1.07%
-$86.36 
COIN Coinbase Global, Inc.
-1.06%
-$851.88 
TXN Texas Instruments Inc
-1.06%
-$2,770 
JBTM JBT Marel Corporation
-1.04%
-$282.03 
GSK GSK plc Sponsored ADR
-1.04%
-$4.34M 
ARKQ Ark Autonomous Technology & Robotics ETF
-1.03%
-$2,717.07 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$130,154.55 
MS Morgan Stanley
-1.01%
-$3,270 
IWM iShares Russell 2000 ETF
-1.01%
-$3,272.23 
VB Vanguard Small-Cap ETF
-1%
-$2,724.12 
MOO VanEck Agribusiness ETF
-1%
-$1,400 
GEHC GE HealthCare Technologies Inc.
-0.98%
-$314.88 
VGT Vanguard Information Technology ETF
-0.95%
-$18,657.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.93%
-$2,339.03 
MMM 3M Company
-0.93%
-$5,373.2 
CNQ Canadian Natural Resources Limited
-0.92%
-$263,397.4 
IWF iShares Russell 1000 Growth ETF
-0.91%
-$8,951.85 
IJS iShares S&P Small-Cap 600 Value ETF
-0.86%
-$610.16 
VGK Vanguard FTSE Europe ETF
-0.86%
-$1,227.6 
ARKW ARK Next Generation Internet ETF
-0.86%
-$1,534.3 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.85%
-$812.86 
RCI Rogers Communications Inc.
-0.82%
-$32,499 
DAL Delta Air Lines, Inc.
-0.82%
-$9,675 
DWM WisdomTree International Equity Fund
-0.82%
-$2,598.99 
VT Vanguard Total World Stock ETF
-0.81%
-$9,750 
FDXF FedEx Freight Holding Company Inc.
-0.79%
-$147 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.78%
-$367.5 
PFE Pfizer Inc.
-0.77%
-$3,225 
AVGO Broadcom Inc.
-0.76%
-$1,865.38 
SCHH Schwab U.S. REIT ETF
-0.75%
-$3,475.74 
BABA Alibaba Group Holding Limited SP ADR
-0.75%
-$9,006.06 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.73%
-$1,578.28 
URTH iShares MSCI World ETF
-0.71%
-$1,295.05 
MSD Morgan Stanley Emerging Markets Debt Fund
-0.69%
-$105 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.68%
-$24,312.72 
VTV Vanguard Value ETF
-0.67%
-$1,932.8 
PFF iShares Preferred and Income Securities ETF
-0.66%
-$600 
RY Royal Bank of Canada
-0.66%
-$13,204.06 
ADPT Adaptive Biotechnologies Corporation
-0.66%
-$225.32 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$758.4 
EUFN iShares MSCI Europe Financials ETF
-0.63%
-$2,809 
PGX Invesco Preferred ETF
-0.63%
-$237.64 
ALMU Aeluma Inc.
-0.6%
-$196 
VOO Vanguard S&P 500 ETF
-0.6%
-$33,750.45 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$62,206.23 
EWJ iShares MSCI Japan ETF
-0.59%
-$27,837.09 
IVV iShares Core S&P 500 ETF
-0.58%
-$20,166.86 
MKL Markel Group Inc.
-0.57%
-$711.2 
WFC Wells Fargo & Company
-0.57%
-$972.06 
GILD Gilead Sciences Inc.
-0.54%
-$656.71 
WAT Waters Corporation
-0.53%
-$162 
MSGE Madison Square Garden Entertainment Corp.
-0.53%
-$1,741.5 
UFO Procure Space ETF
-0.51%
-$264 
GE General Electric Company
-0.5%
-$3,034 
IGV iShares Expanded Tech-Software Sector ETF
-0.5%
-$7,955.27 
AMZN Amazon.com Inc
-0.49%
-$66,040.92 
SCHP Schwab U.S. TIPS ETF
-0.48%
-$17,745.5 
XLV Health Care Select Sector SPDR Fund
-0.48%
-$4,320 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.48%
-$54,288.32 
VIG Vanguard Dividend Appreciation ETF
-0.46%
-$1,512.5 
SPLV Invesco S&P 500 Low Volatility ETF
-0.46%
-$4,419.96 
AXP American Express Company
-0.46%
-$33,187.28 
PSX Phillips 66
-0.45%
-$1,596.54 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.45%
-$659.25 
MA Mastercard Incorporated
-0.45%
-$192,163.62 
EUAD STOXX Europe Aerospace & Defense ETF
-0.45%
-$1,340.07 
JPM JPMorgan Chase & Co.
-0.42%
-$358,545 
JNK SPDR Bloomberg High Yield Bond ETF
-0.42%
-$395 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.42%
-$665.84 
MDLZ Mondelez International, Inc.
-0.41%
-$239.3 
XLF Financial Select Sector SPDR Fund
-0.41%
-$544.5 
CRM Salesforce Inc
-0.39%
-$456.96 
AEG Aegon N.V.
-0.39%
-$11.65 
HLN Haleon Plc - ADR
-0.38%
-$36,781.75 
RGTI Rigetti Computing Inc
-0.37%
-$1,459.48 
IXG iShares Global Financials ETF
-0.36%
-$2,252.24 
TMO Thermo Fisher Scientific Inc.
-0.35%
-$627.9 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$183.3 
IVE ISHARES S&P 500 VALUE ETF
-0.32%
-$1,021.51 
CVX Chevron Corporation
-0.31%
-$320.98 
JNJ Johnson & Johnson
-0.3%
-$1,784 
EDEN iShares MSCI Denmark ETF
-0.28%
-$326.78 
BAC Bank of America Corporation
-0.26%
-$34,080 
AIG American International Group Inc.
-0.24%
-$30,780 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-0.22%
-$79.8 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-0.22%
-$733 
MCD McDonald's Corporation
-0.2%
-$1,787.7 
OGN Organon & Co.
-0.18%
-$5 
BBAI BigBear.ai Holdings Inc.
-0.18%
-$25 
COST Costco Wholesale Corporation
-0.18%
-$24,608.43 
NFLX Netflix, Inc.
-0.17%
-$1,367.34 
CL Colgate-Palmolive Company
-0.15%
-$340.86 
XOVR ERShares Private-Public Crossover ETF
-0.15%
-$425.76 
V Visa Inc. Class A
-0.13%
-$799 
MSFT Microsoft Corp.
-0.05%
-$1,596.5 
SNOW Snowflake Inc.
-0.04%
-$87.01 
WMT Walmart Inc.
-0.04%
-$180 
SHV iShares Short Treasury Bond ETF
-0.01%
-$28.82 
WAB Wabtec Corporation
-0.01%
-$1.78 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$371.74 Events
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Dividends
Dividend Analysis
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| Trades 1350 | Longs Won 803/1350 59% | Profit Factor 8.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.94M |
| Average Win $836,464.45 | Best Trade (Mar 31) $107.98M | Sharpe Ratio -12.79 |
| Average Loss -$148,116.35 | Worst Trade (Mar 31) -$10.68M | Z-Score 1.51 (86.95%) |
| Commissions $0 | Avg. Trade Length 2y 4m 2d | Expectancy $437,526.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 8,264 | 7,438 | 6,612 | 5,785 | 4,959 | 4,132 | 3,306 | 2,479 | 1,653 | 826 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 35,355 | $1.73M | $1.71M | - | -$20,859.45 | -1.21% | -4.692% |
| AAAU Goldman Sachs Physical Gold ETF | 5,000 | $88,000 | $213,025 | - | $125,025 | 142.07% | -1.741% |
| AAL American Airlines Group Inc. | 184,687 | $2.35M | $2.36M | - | $10,157.78 | 0.43% | -1.275% |
| AAPL Apple Inc. | 74,641 | $10.37M | $24.28M | - | $13.91M | 134.23% | +3.162% |
| ACMR Acm Research Inc. | 1,000 | $34,070 | $72,636.7 | - | $38,566.7 | 113.2% | -1.616% |
| ADM Archer-Daniels-Midland Co | 3,000 | $181,800 | $260,730 | - | $78,930 | 43.42% | +0.416% |
| ADPT Adaptive Biotechnologies Corporation | 1,408.25 | $84,269.68 | $34,164.14 | - | -$50,105.54 | -59.46% | -0.655% |
| AEG Aegon N.V. | 333 | $1,918.08 | $3,005.32 | - | $1,087.24 | 56.68% | -0.386% |
| AEM Agnico Eagle Mines Limited | 1,680 | $101,556 | $329,901.6 | - | $228,345.6 | 224.85% | -3.061% |
| AIG American International Group Inc. | 171,000 | $9.39M | $12.8M | - | $3.41M | 36.36% | -0.24% |
| ALB Albemarle Corporation | 1,000 | $168,460 | $122,950 | - | -$45,510 | -27.02% | -2.351% |
| ALMU Aeluma Inc. | 2,450 | $39,445 | $32,389 | - | -$7,056 | -17.89% | -0.602% |
| AMD Advanced Micro Devices, Inc. | 2,115 | $446,453.45 | $1.07M | - | $621,261.13 | 139.15% | -3.121% |
| AMZN Amazon.com Inc | 53,474 | $10.61M | $13.43M | - | $2.82M | 26.62% | -0.489% |
| APH Amphenol Corporation | 23,224 | $384,536.23 | $1.86M | - | $1.48M | 384.44% | -1.387% |
| AR Antero Resources Corporation | 3,500 | $108,465 | $137,445 | - | $28,980 | 26.72% | +0.383% |
| ARKK ARK Innovation ETF Fund | 32,152 | $2.76M | $2.67M | - | -$80,372.72 | -2.92% | -1.614% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 2,165 | $88,786.65 | $261,477.87 | - | $172,691.22 | 194.5% | -1.028% |
| ARKW ARK Next Generation Internet ETF | 1,145 | $52,257.8 | $177,211.65 | - | $124,953.85 | 239.11% | -0.858% |
| ARTY iShares Future AI & Tech ETF | 2,643 | $127,339.74 | $197,405.67 | - | $70,065.93 | 55.02% | -2.136% |
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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 - $288.78M, NVIDIA Corporation - $26.76M, Haleon Plc - ADR - $20.83M, JPMorgan Chase & Co - $20.58M, and Microsoft Corp - $19.38M. 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 - $829,120.92. 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 $148.97M earned over time. The largest contributors to dividend income include GSK plc Sponsored ADR - $102.91M, JPMorgan Chase & Co - $6.07M, Union Pacific Corporation - $5.31M, Global Ship Lease Inc - $2.93M, 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 can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
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.
