OFG
Opulen Financial Group LLC Portfolio
Invests via Opulen Financial Group LLC | Managed by Thomas J. Cymer
Invests via Opulen Financial Group LLC
Managed by Thomas J. Cymer
Automatically Tracked
Company Profile
Specialty wealth-management and financial advisory firm targeting high-net-worth individuals and family offices with integrated investment, tax and estate planning services. Opulen Financial Group LLC offers discretionary portfolio management, alternative asset access and retirement planning while positioning as a boutique outsourced CIO for clients seeking customized multi-asset solutions and middle-market private-equity co-investments.
Specialty wealth-management and financial advisory firm targeting high-net-worth individuals and family offices with integrated investment, tax and estate planning services. Opulen Financial Group LLC offers discretionary portfolio management, alternative asset access and retirement planning while positioning as a boutique outsourced CIO for clients seeking customized multi-asset solutions and middle-market private-equity co-investments.
Investment Philosophy & Strategy
Operates a boutique outsourced-CIO approach emphasizing bespoke multi-asset portfolios for high-net-worth families and family offices. Investment strategy blends discretionary equity and fixed-income core exposures with selective alternatives — private equity co-investments, real assets and hedge strategies — to enhance yield and diversification. Capital allocation favors risk-adjusted total-return outcomes, tax-aware positioning, and long-term illiquid commitments sized to liquidity needs. Underwriting is bottom-up with middle-market sourcing, active risk controls, and client-governed customization.
Operates a boutique outsourced-CIO approach emphasizing bespoke multi-asset portfolios for high-net-worth families and family offices. Investment strategy blends discretionary equity and fixed-income core exposures with selective alternatives — private equity co-investments, real assets and hedge strategies — to enhance yield and diversification. Capital allocation favors risk-adjusted total-return outcomes, tax-aware positioning, and long-term illiquid commitments sized to liquidity needs. Underwriting is bottom-up with middle-market sourcing, active risk controls, and client-governed customization.
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:
0.29%
Gain
Monthly
0.02%
Yearly
0.19%
Drawdown
18.93%
$156.2M
Equity
Holdings
$156.2M
Investment
$131.91M
$24.62M
Profit -$696,417.56
Realized
$324,473.12
Unrealized
$24.29M
Dividends
$4.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$696,417.56
Win %
80%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$585,793.78
Win %
80%
This Month
Compared to last month
Gain
0.02%
Profit
$38,091.38
Win %
80%
This Year
Compared to last year
Gain
9.92%
Profit
$14.1M
Win %
79%
JNJ Johnson & Johnson
+1.83%
+$3,902.77 
T AT&T Inc.
+1.41%
+$3,312.66 
XOM Exxon Mobil Corporation
+1.32%
+$2,462.68 
LLY Eli Lilly and Company
+1.17%
+$3,041.73 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$2,536.87 
ICF iShares Cohen & Steers Realty Majors ETF
+1%
+$3,035.76 
VNQ Vanguard Real Estate ETF
+0.89%
+$4,809.73 
JPM JPMorgan Chase & Co.
+0.78%
+$2,629.96 
SPLV Invesco S&P 500 Low Volatility ETF
+0.75%
+$1,882.68 
VTV Vanguard Value ETF
+0.4%
+$2,170.96 
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$70,746.18 
ETN Eaton Corporation plc
+0.28%
+$806.82 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.28%
+$777.49 
DGRO iShares Core Dividend Growth ETF
+0.26%
+$4,093.03 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
+0.22%
+$772.06 
TJX The TJX Companies, Inc.
+0.22%
+$443.7 
BND Vanguard Total Bond Market Index Fund
+0.2%
+$1,483.65 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.18%
+$690.2 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.18%
+$1,408.99 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
+0.17%
+$680.38 
BSCZ Invesco BulletShares 2035 Corporate Bond ETF
+0.17%
+$917.12 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.15%
+$4,649.55 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.15%
+$3,877.57 
USMV iShares MSCI USA Min Vol Factor ETF
+0.14%
+$718.62 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.14%
+$2,184.99 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.12%
+$4,130.7 
SRLN SPDR Blackstone Senior Loan ETF
+0.09%
+$839.83 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$1,203.18 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$1,446.19 
MYCF SPDR SSgA 2026 Corporate Bond ETF
+0.04%
+$159.13 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$161.93 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$616.64 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.02%
+$48.88 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$47.1 
VLU SPDR S&P 1500 Value Tilt ETF
+0.01%
+$68.14 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
NFLX Netflix, Inc.
-7.78%
-$20,496.26 
META Meta Platforms Inc Class A
-5.7%
-$30,417.67 
AMD Advanced Micro Devices, Inc.
-2.93%
-$17,542.81 
TSLA Tesla, Inc.
-2.78%
-$13,994.11 
GOOGL Alphabet Inc
-2.54%
-$14,453.04 
GOOG Alphabet Inc
-2.48%
-$13,228.97 
MSFT Microsoft Corp.
-2.36%
-$21,145.82 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.12%
-$14,915.69 
NVDA NVIDIA Corporation
-2.08%
-$34,768.77 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
-1.97%
-$5,686.1 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$12,104.01 
XITK SPDR FactSet Innovative Technology ETF
-1.79%
-$6,874.88 
VUG Vanguard Growth ETF
-1.69%
-$17,572.56 
IWF iShares Russell 1000 Growth ETF
-1.68%
-$6,033.16 
QQQM Invesco NASDAQ 100 ETF
-1.64%
-$26,301.78 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$50,063.26 
XLK State Street Technology Select Sector SPDR ETF
-1.6%
-$8,616.59 
AVGO Broadcom Inc.
-1.47%
-$7,567.99 
QUAL iShares MSCI USA Quality Factor ETF
-1.13%
-$17,542.35 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.08%
-$2,733.1 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.06%
-$3,071.52 
VEU Vanguard FTSE All-World ex-US ETF
-1.06%
-$8,822.67 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.02%
-$17,466.22 
MTUM iShares MSCI USA Momentum Factor ETF
-0.99%
-$2,847 
EFIV SPDR S&P 500 ESG ETF
-0.88%
-$5,518.78 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.81%
-$3,218.56 
DFSU Dimensional US Sustainability Core 1 ETF
-0.8%
-$8,631.7 
IVV iShares Core S&P 500 ETF
-0.79%
-$51,673.18 
VOO Vanguard S&P 500 ETF
-0.78%
-$36,046.83 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.78%
-$5,202.6 
DFUS Dimensional U.S. Equity Market ETF
-0.78%
-$2,067.2 
SCHB Schwab U.S. Broad Market ETF
-0.78%
-$3,097.32 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$134,823 
SUSA iShares MSCI USA ESG Select ETF
-0.76%
-$4,999.62 
SCHK Schwab 1000 Index ETF
-0.76%
-$8,981.5 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
-0.76%
-$1,882.72 
VBK Vanguard Small-Cap Growth ETF
-0.75%
-$18,554.25 
EFA iShares MSCI EAFE ETF
-0.73%
-$1,846.8 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.73%
-$2,750.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$9,498.35 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$3,334.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.71%
-$6,110.28 
DFIC Dimensional International Core Equity Market ETF
-0.6%
-$4,227.07 
VXF Vanguard Extended Market ETF
-0.55%
-$27,044.16 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$6,021.38 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.54%
-$1,366.8 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$5,086.8 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.49%
-$1,663.83 
SPGP Invesco S&P 500 GARP ETF
-0.47%
-$1,930.85 
DFSI Dimensional International Sustainability Core 1 ETF
-0.46%
-$1,070.37 
DFAS Dimensional U.S. Small Cap ETF
-0.44%
-$2,890.08 
AMZN Amazon.com Inc
-0.44%
-$23,200.65 
SMMD iShares Russell 2500 ETF
-0.42%
-$1,051.84 
VB Vanguard Small-Cap ETF
-0.38%
-$8,147.58 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.38%
-$1,021.65 
XMHQ Invesco S&P MidCap Quality ETF
-0.37%
-$4,301.64 
QUS SPDR MSCI USA StrategicFactors ETF
-0.37%
-$2,351.88 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.36%
-$1,865.28 
MDY SPDR S&P MidCap 400 ETF Trust
-0.34%
-$3,215.75 
IQLT iShares MSCI International Quality Factor ETF
-0.33%
-$30,678.78 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.32%
-$1,260.35 
CNRG SPDR S&P Kensho Clean Power ETF
-0.27%
-$1,864.77 
IGRO iShares International Dividend Growth ETF
-0.15%
-$692.96 
ISCB iShares Morningstar Small-Cap ETF
-0.15%
-$681.78 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
-0.14%
-$312.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$1,920.6 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.14%
-$296.04 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$4,625.01 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.12%
-$448.08 
IMCB iShares Morningstar Mid-Cap ETF
-0.11%
-$1,013.43 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.09%
-$174.3 
VO Vanguard Mid-Cap ETF
-0.06%
-$1,275.4 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$137.1 
AAPL Apple Inc.
-0.06%
-$984.96 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$338.48 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.02%
-$53 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.02%
-$44.73 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$150.19 Events
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Dividends
Dividend Analysis
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| Trades 588 | Longs Won 455/588 77% | Profit Factor 45.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $228,790.44 |
| Average Win $55,319.21 | Best Trade (Jul 10) $3.71M | Sharpe Ratio -13.41 |
| Average Loss -$4,169.29 | Worst Trade (Jul 17) -$58,081.21 | Z-Score 24.86 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $41,863.48 |
| 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 | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
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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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