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:
89.06%
Gain -1.17%
Monthly
1.01%
Yearly
12.8%
Drawdown
19.65%
$1.22B
Equity
Holdings
$1.22B
Investment
$949.37M
$590.8M
Profit -$11.73M
Realized
$316.57M
Unrealized
$274.23M
Dividends
$154.71M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.17%
Profit
-$11.73M
Win %
66%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$3.73M
Win %
66%
This Month
Compared to last month
Gain
1.22%
Profit
$14.79M
Win %
66%
This Year
Compared to last year
Gain
-1.79%
Profit
-$22.27M
Win %
67%
QSI Quantum-Si Incorporated Class A Common Stock
+16.96%
+$15,168.47 
HSAI Hesai Group American Depositary Share
+7.58%
+$4,956.04 
RITM Rithm Capital Corp.
+6.62%
+$9,200 
SLB SLB N.V.
+6.37%
+$26,186.5 
FANG Diamondback Energy Inc.
+4.46%
+$246.12 
MSTR Strategy Inc.
+4.25%
+$3,717 
MNTK Montauk Renewables Inc.
+4.13%
+$16,818.01 
COP ConocoPhillips
+3.81%
+$15,018.3 
MEOH Methanex Corporation
+3.74%
+$7,377.5 
ADPT Adaptive Biotechnologies Corporation Common Stock
+3.69%
+$1,267.42 
BKSY BlackSky Technology Inc.
+3.65%
+$457.5 
FCG First Trust Natural Gas ETF
+3.53%
+$3,942 
MU Micron Technology Inc.
+3.48%
+$58,476.17 
HPE Hewlett Packard Enterprise Company
+3.39%
+$106,364.76 
ACMR ACM Research, Inc. Class A Common Stock
+3.32%
+$1,630 
BB BlackBerry Limited
+3.32%
+$149.62 
AR Antero Resources Corporation
+3.11%
+$4,252.5 
SKF ProShares UltraShort Financials
+2.97%
+$30.52 
NOK Nokia Corporation Sponsored ADR
+2.92%
+$172.73 
ISRG Intuitive Surgical Inc.
+2.82%
+$5,012 
CNX CNX Resources Corporation
+2.8%
+$2,000 
PL Planet Labs PBC
+2.64%
+$2,911.8 
SD SandRidge Energy Inc.
+2.56%
+$912.5 
RERE ATRenew Inc. American Depositary Shares
+2.52%
+$5,684.04 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+2.45%
+$3,187.8 
RKLB Rocket Lab Corporation
+2.4%
+$3,050.4 
STNG Scorpio Tankers Inc.
+2.39%
+$252.16 
CVX Chevron Corporation
+2.38%
+$2,581.81 
DELL Dell Technologies Inc. Class C Common Stock
+2.35%
+$37,679.72 
SLG SL Green Realty Corp.
+2.24%
+$22,436.7 
CNQ Canadian Natural Resources Ltd.
+2.18%
+$658,493.5 
XOM ExxonMobil Holdings Corporation
+2.15%
+$1,278.72 
XPEV XPeng Inc. ADR
+2.04%
+$235.13 
SNOW Snowflake Inc. Common Stock
+2%
+$3,762.01 
ORCL Oracle Corporation
+1.66%
+$10,892.96 
IGV iShares Expanded Tech-Software Sector ETF
+1.62%
+$27,725.28 
AMD Advanced Micro Devices Inc.
+1.61%
+$17,343.02 
APH Amphenol Corp. Class A Common Stock
+1.6%
+$27,172.08 
DOCN DigitalOcean Holdings, Inc.
+1.56%
+$1,893.6 
WMB The Williams Companies, Inc.
+1.53%
+$6,990.84 
TXN Texas Instruments Inc.
+1.52%
+$4,245 
SPCX Space Exploration Technologies Corp. Class A
+1.49%
+$399.6 
PBA Pembina Pipeline Corp.
+1.48%
+$9,307.5 
ALB Albemarle Corporation
+1.45%
+$1,345 
CSCO Cisco Systems, Inc.
+1.36%
+$15,376.79 
COHR Coherent Corp.
+1.36%
+$14,968.51 
BMNR BitMine Immersion Technologies, Inc.
+1.36%
+$3,294 
ETHA iShares Ethereum Trust ETF
+1.21%
+$2,141.12 
ETH Ethan Allen Interiors Inc
+1.19%
+$6,750 
NBIS Nebius Group N.V. Class A Ordinary Shares
+1.13%
+$25,465.67 
TMV Direxion Daily 20+ Year Treasury Bear 3x Shares
+1.12%
+$743.04 
GLW Corning Incorporated
+1.1%
+$40,800 
WTRE WisdomTree New Economy Real Estate Fund
+1.09%
+$1,334 
QCOM QUALCOMM Incorporated
+1.07%
+$5,550 
UFO Procure Space ETF
+1.04%
+$492 
FCX Freeport-McMoRan Inc.
+1.02%
+$39,600 
BYND Beyond Meat Inc.
+0.96%
+$1.73 
SOXX iShares Semiconductor ETF
+0.93%
+$1,776 
RXRX Recursion Pharmaceuticals, Inc. Class A Common Stock
+0.84%
+$429.51 
LUNR Intuitive Machines, Inc. Class A Common Stock
+0.81%
+$269.45 
PLAB Photronics Inc.
+0.79%
+$42,208.32 
MSFT Microsoft Corporation Common Stock
+0.76%
+$25,416.28 
ARKW ARK Next Generation Internet ETF
+0.68%
+$1,202.25 
CDLR Cadeler A/S Sponsored ADR
+0.66%
+$49.17 
XLK State Street Technology Select Sector SPDR ETF
+0.64%
+$444.6 
VGT Vanguard Information Technology ETF
+0.63%
+$12,168 
MTUM iShares MSCI USA Momentum Factor ETF
+0.62%
+$2,673.54 
MBI MBIA Inc.
+0.57%
+$4,500 
SH ProShares Short S&P 500
+0.49%
+$400 
AVGO Broadcom Inc.
+0.47%
+$1,009.86 
SQM Sociedad Química y Minera de Chile S.A. ADR
+0.44%
+$112.5 
ARTY iShares Future AI & Tech ETF
+0.44%
+$792.9 
IBIT iShares Bitcoin Trust ETF
+0.37%
+$9,726.66 
ARKQ ARK Autonomous Technology & Robotics ETF
+0.33%
+$790.23 
IBM International Business Machines Corporation
+0.33%
+$127.1 
URNM Sprott Uranium Miners ETF
+0.3%
+$1,062.5 
SYK Stryker Corp.
+0.29%
+$605.21 
EEM iShares MSCI Emerging Markets ETF
+0.26%
+$1,074.88 
BBAI BigBear.ai Holdings, Inc.
+0.23%
+$25 
GEV GE Vernova Inc.
+0.23%
+$787.64 
TDF Templeton Dragon Fund Inc.
+0.22%
+$140.14 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$27,420.23 
NIO NIO Inc. American Depositary Shares
+0.15%
+$137 
COPX Global X Copper Miners ETF
+0.15%
+$66.66 
SIRI Sirius XM Holdings Inc.
+0.14%
+$668.68 
VTMX Corporación Inmobiliaria Vesta, S.A.B. de C.V. ADR
+0.14%
+$109.2 
MOO VanEck Agribusiness ETF
+0.14%
+$176 
SPMO Invesco S&P 500 Momentum ETF
+0.13%
+$34,884 
ARKK ARK Innovation ETF
+0.12%
+$3,215.2 
IONQ IonQ, Inc.
+0.1%
+$311.16 
SNAP Snap Inc. Class A Common Stock
+0.08%
+$30.54 
OGN Organon & Co.
+0.07%
+$2 
EWZ iShares MSCI Brazil ETF
+0.07%
+$231.9 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$72.05 
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 
WBD Warner Bros. Discovery, Inc.
0%
$0 
GLBAV Liberty Capital Corporation Series A GCI Group Common Stock
0%
$0 
GLBKV Liberty Capital Corporation Series C GCI Group Common Stock
0%
$0 STRZ
STRZ
0%
$0 VALW
VALWS
0%
$0 
XBIO Xenetic Biosciences, Inc.
-5.7%
-$297 
CBRE CBRE Group Inc. Class A Common Stock
-5.14%
-$235,900.35 
AAL American Airlines Group Inc.
-5.04%
-$117,276.24 
EUAD Select STOXX Europe Aerospace & Defense ETF
-4.12%
-$11,596.54 
HWM Howmet Aerospace Inc.
-4.05%
-$8,346.77 
AXP American Express Company
-3.94%
-$288,000.22 
NEM Newmont Corporation
-3.79%
-$30,310 
HLNE Hamilton Lane Inc. Class A
-3.75%
-$3,056 
CL Colgate-Palmolive Co.
-3.69%
-$9,412.98 
DAL Delta Air Lines, Inc.
-3.57%
-$42,450 
RCI Rogers Communications Inc. Class B
-3.46%
-$124,579.5 
TGT Target Corp.
-2.97%
-$13,160 
PRME Prime Medicine, Inc.
-2.95%
-$1,457.39 
ALMU Aeluma, Inc. Common Stock
-2.93%
-$514.5 
HD The Home Depot, Inc.
-2.92%
-$5,394.67 
SOLV Solventum Corporation
-2.92%
-$2,251.65 
BKNG Booking Holdings Inc.
-2.9%
-$5,031.01 
PG The Procter & Gamble Company
-2.89%
-$2,868 
SJM The J. M. Smucker Company
-2.8%
-$3,207.8 
PEP PepsiCo, Inc.
-2.77%
-$6,814.5 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.69%
-$1,623.37 
F Ford Motor Co.
-2.64%
-$636.62 
CIFR Cipher Digital Inc.
-2.58%
-$4,563.37 
SYF Synchrony Financial
-2.46%
-$138,374.7 
KO The Coca-Cola Company
-2.44%
-$7,763.56 
VRTS Virtus Investment Partners, Inc.
-2.42%
-$74 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.42%
-$1,992.2 
CAT Caterpillar Inc.
-2.39%
-$6,223.4 
IMCR Immunocore Holdings plc ADR
-2.37%
-$2,020.08 
VTRS Viatris Inc.
-2.33%
-$159.96 
GE General Electric Company
-2.3%
-$12,506.02 
HRTX Heron Therapeutics, Inc.
-2.27%
-$44.2 
BF-B Brown-Forman Corporation
-2.25%
-$1,519.8 
CRBP Corbus Pharmaceuticals Holdings, Inc.
-2.18%
-$99.54 
MCO Moody's Corporation
-2.13%
-$6,059.23 
GM General Motors Co.
-2.1%
-$2,279.34 
RIOT Riot Platforms, Inc.
-2.1%
-$1,450.44 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2.08%
-$2,992 
MCD McDonald's Corporation
-2.07%
-$18,514.2 
MA Mastercard Inc. Class A Common Stock
-2%
-$964,237.55 
MO Altria Group, Inc.
-1.99%
-$4,530 
UNP Union Pacific Corp.
-1.96%
-$1.22M 
SIL Global X Silver Miners ETF
-1.94%
-$8,850 
AIG American International Group, Inc.
-1.92%
-$271,890 
INDA iShares MSCI India ETF
-1.91%
-$29,698.48 
BABA Alibaba Group Holding Ltd. ADR
-1.87%
-$20,867.7 
ORBS Eightco Holdings Inc.
-1.86%
-$292 
BX Blackstone Inc.
-1.84%
-$4,292.4 
HPQ HP Inc.
-1.82%
-$761.99 
RTX RTX Corporation
-1.8%
-$5,888.42 
JNJ Johnson & Johnson
-1.79%
-$10,703.98 
KKR Korro Bio, Inc.
-1.77%
-$10,950.74 
AEG Aegon Ltd. New York Registry Shares
-1.77%
-$48.28 
COF Capital One Financial Corp.
-1.76%
-$89,624.75 
NKE Nike, Inc. Class B Common Stock
-1.76%
-$2,592 
FDX FedEx Corp.
-1.75%
-$1,596 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-1.75%
-$2,970.25 
EQX Equinox Gold Corp.
-1.74%
-$1,112.58 
SF Stifel Financial Corp.
-1.71%
-$557.96 
JPM JPMorgan Chase & Co.
-1.68%
-$1.35M 
SPT Sprout Social Inc Class A Common Stock
-1.68%
-$302.5 
MS Morgan Stanley Common Stock
-1.67%
-$4,620 
FOXA Fox Corporation Class A Common Stock
-1.67%
-$189.24 
VZ Verizon Communications Inc.
-1.67%
-$536.05 
GDX VanEck Gold Miners ETF
-1.64%
-$2,680 
MRK Merck & Co., Inc.
-1.6%
-$8,763.19 
C Citigroup Inc.
-1.55%
-$318,825.7 
AEM Agnico Eagle Mines Limited
-1.55%
-$4,586.38 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.54%
-$1,190.4 
MKL Markel Group Inc.
-1.54%
-$2,055.9 
JBTM JBT Marel Corporation
-1.51%
-$393.42 
PJT PJT Partners Inc. Class A Common Stock
-1.51%
-$103.68 
GDXJ VanEck Junior Gold Miners ETF
-1.5%
-$5,247.04 
PFE Pfizer Inc.
-1.48%
-$6,750 
CP Canadian Pacific Kansas City Ltd.
-1.42%
-$1,929.84 
V Visa Inc. Class A
-1.42%
-$10,013 
EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
-1.4%
-$761.1 
XLF State Street Financial Select Sector SPDR ETF
-1.4%
-$1,830.43 
HASI HA Sustainable Infrastructure Capital, Inc.
-1.37%
-$2,000 
EMD Western Asset Emerging Markets Debt Fund Inc.
-1.35%
-$2,017.25 
SLV iShares Silver Trust
-1.35%
-$1,047.37 
VFH Vanguard Financials Index Fund ETF Shares
-1.35%
-$2,129.54 
COST Costco Wholesale Corp
-1.34%
-$211,880.13 
AA Alcoa Corporation
-1.34%
-$18,384.6 
BMO Bank of Montreal
-1.34%
-$3,909.03 
WMT Walmart Inc.
-1.32%
-$7,200 
FWONA Liberty Media Corporation Series A Liberty Formula One Common Stock
-1.31%
-$1,828.14 
B BARRICK MINING CORP Common Stock (ABR0)
-1.27%
-$9,787.75 
CRM Salesforce, Inc.
-1.26%
-$1,504.16 
WAB Wabtec Corporation
-1.24%
-$306.16 
PINS Pinterest Inc.
-1.24%
-$391.87 
SOUN SoundHound AI, Inc. Class A Common Stock
-1.23%
-$628.24 
GSK GSK plc ADR
-1.23%
-$5.41M 
MSGE Madison Square Garden Entertainment Corp.
-1.21%
-$4,085 
SPLV Invesco S&P 500 Low Volatility ETF
-1.2%
-$11,895 
LION Lionsgate Studios Corp.
-1.18%
-$677.1 
TUR iShares MSCI Turkey ETF
-1.16%
-$36 
XBI State Street SPDR S&P Biotech ETF
-1.14%
-$2,681.5 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.14%
-$41,276.75 
HLN Haleon Plc ADR
-1.11%
-$120,854.3 
COIN Coinbase Global Inc. Class A Common Stock
-1.09%
-$845.01 
NLY Annaly Capital Management, Inc.
-1.09%
-$121 
IXG iShares Global Financials ETF
-1.05%
-$6,403.75 
LILAK Liberty Latin America Ltd. Class C Common Stock
-1.05%
-$1,387.45 
WAT Waters Corporation
-1.04%
-$357 
SCHW The Charles Schwab Corporation
-1.03%
-$5,329.8 
XLV State Street Health Care Select Sector SPDR ETF
-1.03%
-$10,044 
WFC Wells Fargo & Company
-1.02%
-$1,620.29 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
-1.01%
-$450 
NFLX Netflix Inc.
-0.99%
-$7,268.48 
EUFN iShares MSCI Europe Financials ETF
-0.99%
-$3,974.99 
CLSK CleanSpark, Inc.
-0.98%
-$508.08 
TD Toronto-Dominion Bank
-0.96%
-$69,694.8 
RY Royal Bank of Canada
-0.95%
-$18,504.96 
TMO Thermo Fisher Scientific Inc.
-0.94%
-$1,909.11 
WSO Watsco Inc.
-0.94%
-$2,386.81 
BRK-B Berkshire Hathaway Inc.
-0.94%
-$54,326.42 
BRK-A Berkshire Hathaway Inc.
-0.91%
-$67,500 
BAC Bank of America Corporation
-0.91%
-$99,045.43 
MMM 3M Company
-0.91%
-$5,620.65 
PM Philip Morris International Inc.
-0.9%
-$1,718.08 
VIG Vanguard Dividend Appreciation ETF
-0.88%
-$2,970 
COWZ Pacer US Cash Cows 100 ETF
-0.82%
-$460.2 
PYPL PayPal Holdings, Inc.
-0.81%
-$9,300 
AAAU Goldman Sachs Physical Gold ETF
-0.81%
-$1,600 
BDX Becton, Dickinson and Company
-0.81%
-$904.4 
IAU iShares Gold Trust
-0.81%
-$7,705.52 
GLD SPDR Gold Shares
-0.79%
-$31,982.76 
LLYVK Liberty Live Holdings, Inc.
-0.78%
-$2,740.51 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.77%
-$1,958.8 
SETM Sprott Critical Materials ETF
-0.77%
-$741 
VGK Vanguard FTSE Europe ETF
-0.74%
-$1,013.76 
SYM Symbotic Inc. Class A Common Stock
-0.72%
-$781.26 
TSLA Tesla, Inc.
-0.71%
-$2,880.99 
FMC FMC Corporation
-0.7%
-$213.5 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.7%
-$1,025.5 
DXJ WisdomTree Japan Hedged Equity Fund
-0.68%
-$2,370 
IVE iShares S&P 500 Value ETF
-0.67%
-$2,171.57 
VTV Vanguard Morningstar Value ETF
-0.67%
-$1,932.8 
EWJ iShares MSCI Japan ETF
-0.67%
-$30,767.31 
FDXF FedEx Freight Holding Company, Inc.
-0.66%
-$109.5 
NWSA News Corp. Class A Common Stock
-0.59%
-$23.12 
AAPL Apple Inc.
-0.58%
-$151,521.23 
BIDU Baidu Inc. ADR
-0.58%
-$2,430.45 
DIS The Walt Disney Company
-0.57%
-$12,259.84 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.55%
-$1,189.32 
CARR Carrier Global Corp.
-0.55%
-$1,267.9 
GOOGL Alphabet Inc
-0.53%
-$854,326.95 
META Meta Platforms Inc Class A
-0.52%
-$13,668 
SMCI Super Micro Computer Inc.
-0.5%
-$102 
URE ProShares Ultra Real Estate
-0.5%
-$112.1 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.49%
-$15,098.6 
SPG Simon Property Group Inc.
-0.49%
-$432.6 
URTH iShares MSCI World ETF
-0.48%
-$869.22 
VB Vanguard Small-Cap ETF
-0.48%
-$1,281.12 
LMND Lemonade Inc.
-0.46%
-$525 
GOOG Alphabet Inc
-0.43%
-$112,757.73 
SPY State Street SPDR S&P 500 ETF Trust
-0.41%
-$43,256.07 
VOO Vanguard S&P 500 ETF
-0.41%
-$23,279.19 
AMZN Amazon.com Inc
-0.41%
-$55,078.22 
VT Vanguard Total World Stock ETF
-0.41%
-$4,800 
IVV iShares Core S&P 500 ETF
-0.41%
-$14,132.21 
SONY Sony Group Corp. Sponsored ADR
-0.4%
-$420 
IJS iShares S&P Small-Cap 600 Value ETF
-0.4%
-$276.15 
RGTI Rigetti Computing, Inc.
-0.39%
-$1,152.22 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.37%
-$923.62 
VTI Vanguard Total Stock Market ETF
-0.37%
-$443.2 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.36%
-$156.51 
IWM iShares Russell 2000 ETF
-0.33%
-$1,023.97 
OTIS Otis Worldwide Corporation
-0.32%
-$201.88 
BTG B2Gold Corp.
-0.31%
-$388.5 
MSD Morgan Stanley Emerging Markets Debt Fund, Inc.
-0.3%
-$42.21 
DWM WisdomTree International Equity Fund
-0.29%
-$900.98 
URA Global X Uranium ETF
-0.25%
-$281.26 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.24%
-$112.5 
PRCT PROCEPT BioRobotics Corp.
-0.23%
-$36.45 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.22%
-$365.76 
VWO Vanguard FTSE Emerging Markets ETF
-0.22%
-$1,002.5 
KWEB KraneShares CSI China Internet ETF
-0.21%
-$1,604.15 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.2%
-$184.36 
EIDO iShares MSCI Indonesia ETF
-0.19%
-$6 
EDEN iShares MSCI Denmark ETF
-0.17%
-$193.42 
IWF iShares Russell 1000 Growth ETF
-0.17%
-$1,612.77 
DDD 3D Systems Corporation
-0.16%
-$7.5 
JNK State Street SPDR Bloomberg High Yield Bond ETF
-0.16%
-$145 
PFF iShares Preferred and Income Securities ETF
-0.16%
-$135 
PGX Invesco Preferred ETF
-0.15%
-$54.26 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-0.15%
-$53.2 
GSL Global Ship Lease Inc Class A
-0.14%
-$17,595.48 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.11%
-$12,408.76 
GILD Gilead Sciences Inc.
-0.11%
-$142.8 
GEHC GE HealthCare Technologies Inc.
-0.1%
-$36.9 
NVDA NVIDIA Corporation
-0.1%
-$20,067.35 
MRNA Moderna Inc.
-0.08%
-$51 
IREN IREN Ltd.
-0.08%
-$94.2 
SCHH Schwab U.S. REIT ETF
-0.07%
-$297.75 
SCHP Schwab U.S. TIPS ETF
-0.06%
-$2,129.46 
ADM Archer-Daniels-Midland Company
-0.06%
-$135 
XOVR ERShares Private-Public Crossover ETF
-0.05%
-$141.92 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.03%
-$485.94 
DRS Leonardo DRS Inc.
-0.03%
-$14 
DE Deere & Company
-0.01%
-$142.65 
EWW iShares MSCI Mexico ETF
-0.01%
-$2.75 
PSX Phillips 66
-0.01%
-$27.06 Events
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Dividends
Dividend Analysis
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| Trades 1350 | Longs Won 790/1350 58% | Profit Factor 8.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.06M |
| Average Win $852,423.45 | Best Trade (Mar 31) $107.98M | Sharpe Ratio -12.79 |
| Average Loss -$147,525.17 | Worst Trade (Mar 31) -$10.68M | Z-Score -0.95 (65.71%) |
| Commissions $0 | Avg. Trade Length 2y 4m 2w 4d | Expectancy $437,629.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 8,264 | 7,438 | 6,612 | 5,785 | 4,959 | 4,132 | 3,306 | 2,479 | 1,653 | 826 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 35,355 | $1.73M | $1.35M | - | -$380,419.8 | -21.99% | -1.344% |
| AAAU Goldman Sachs Physical Gold ETF | 5,000 | $88,000 | $196,775 | - | $108,775 | 123.61% | -0.807% |
| AAL American Airlines Group Inc. | 184,687 | $2.35M | $2.21M | - | -$139,438.69 | -5.94% | -5.04% |
| AAPL Apple Inc. | 74,641 | $10.37M | $25.84M | - | $15.47M | 149.26% | -0.583% |
| ACMR ACM Research, Inc. Class A Common Stock | 1,000 | $34,070 | $50,750 | - | $16,680 | 48.96% | +3.318% |
| ADM Archer-Daniels-Midland Company | 3,000 | $181,800 | $239,385 | - | $57,585 | 31.67% | -0.056% |
| ADPT Adaptive Biotechnologies Corporation Common Stock | 1,408.25 | $84,269.68 | $35,642.81 | - | -$48,626.87 | -57.7% | +3.687% |
| AEG Aegon Ltd. New York Registry Shares | 333 | $1,918.08 | $2,685.64 | - | $767.56 | 40.02% | -1.766% |
| AEM Agnico Eagle Mines Limited | 1,680 | $101,556 | $291,345.6 | - | $189,789.6 | 186.88% | -1.55% |
| AIG American International Group, Inc. | 171,000 | $9.39M | $13.93M | - | $4.54M | 48.37% | -1.915% |
| ALB Albemarle Corporation | 1,000 | $168,460 | $93,885 | - | -$74,575 | -44.27% | +1.453% |
| ALMU Aeluma, Inc. Common Stock | 2,450 | $39,445 | $17,052 | - | -$22,393 | -56.77% | -2.929% |
| AMD Advanced Micro Devices Inc. | 2,115 | $446,453.45 | $1.09M | - | $645,161.5 | 144.51% | +1.614% |
| AMZN Amazon.com Inc | 53,474 | $10.61M | $13.33M | - | $2.73M | 25.7% | -0.411% |
| APH Amphenol Corp. Class A Common Stock | 23,224 | $384,536.23 | $1.72M | - | $1.34M | 348.37% | +1.601% |
| AR Antero Resources Corporation | 3,500 | $108,465 | $140,892.5 | - | $32,427.5 | 29.9% | +3.112% |
| ARKK ARK Innovation ETF | 32,152 | $2.76M | $2.64M | - | -$120,080.44 | -4.36% | +0.122% |
| ARKQ ARK Autonomous Technology & Robotics ETF | 2,165 | $88,786.65 | $242,599.07 | - | $153,812.42 | 173.24% | +0.327% |
| ARKW ARK Next Generation Internet ETF | 1,145 | $52,257.8 | $178,322.3 | - | $126,064.5 | 241.24% | +0.679% |
| ARTY iShares Future AI & Tech ETF | 2,643 | $127,339.74 | $182,789.88 | - | $55,450.14 | 43.55% | +0.436% |
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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 ADR - $292.66M, NVIDIA Corporation - $26.79M, JPMorgan Chase & Co - $20.97M, Haleon Plc ADR - $20.9M, and Microsoft Corporation Common Stock - $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 ETF - $3.3M, Pagaya Technologies Ltd. Class A Ordinary Shares - $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 $154.71M earned over time. The largest contributors to dividend income include GSK plc ADR - $106.79M, JPMorgan Chase & Co - $6.47M, Union Pacific Corp - $5.61M, Global Ship Lease Inc Class A - $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.
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