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:
23.96%
Gain +0.71%
Monthly
1%
Yearly
12.75%
Drawdown
14.91%
$160.6M
Equity
Holdings
$160.6M
Investment
$134.76M
$26.18M
Profit +$936,262.37
Realized
$335,811.97
Unrealized
$25.84M
Dividends
$5.17M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.71%
Profit
$936,262.37
Win %
65%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$354,016.7
Win %
65%
This Month
Compared to last month
Gain
1.23%
Profit
$1.95M
Win %
65%
This Year
Compared to last year
Gain
1%
Profit
$1.58M
Win %
65%
LLY Eli Lilly and Company
+3.56%
+$11,134.41 
NFLX Netflix, Inc.
+2.9%
+$6,854.84 
XITK SPDR FactSet Innovative Technology ETF
+1.96%
+$6,819.05 
T AT&T Inc.
+1.95%
+$4,718.25 
MU Micron Technology, Inc.
+1.88%
+$6,518.8 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.68%
+$3,648 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.58%
+$5,917.94 
SPGP Invesco S&P 500 GARP ETF
+1.57%
+$6,429.06 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.57%
+$51,503.52 
ISCG iShares Morningstar Small-Cap Growth ETF
+1.55%
+$3,744.18 
IGRO iShares International Dividend Growth ETF
+1.55%
+$7,180.14 
SMMD iShares Russell 2500 ETF
+1.47%
+$3,393.88 
VB Vanguard Small-Cap ETF
+1.45%
+$29,989.48 
RSP Invesco S&P 500 Equal Weight ETF
+1.37%
+$18,736.9 
VIOO Vanguard S&P Small-Cap 600 ETF
+1.37%
+$4,238.08 
DFAS Dimensional U.S. Small Cap ETF
+1.37%
+$8,678.43 
VXF Vanguard Extended Market ETF
+1.35%
+$63,463.04 
XMHQ Invesco S&P MidCap Quality ETF
+1.32%
+$15,813.03 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$13,339.32 
VBK Vanguard Small-Cap Growth ETF
+1.31%
+$31,428.68 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.29%
+$11,611 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+1.26%
+$4,664.16 
KOMP SPDR S&P Kensho New Economies Composite ETF
+1.25%
+$4,517.22 
VNQ Vanguard Real Estate ETF
+1.21%
+$5,978.71 
IQLT iShares MSCI International Quality Factor ETF
+1.21%
+$112,882.2 
SCHD Schwab U.S. Dividend Equity ETF
+1.17%
+$224,263.23 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
+1.08%
+$3,675.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.07%
+$2,390.16 
MSFT Microsoft Corp.
+1.06%
+$14,498.19 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.06%
+$5,235.38 
DFSI Dimensional International Sustainability Core 1 ETF
+1.05%
+$2,424.26 
VLU SPDR S&P 1500 Value Tilt ETF
+1.03%
+$7,477.2 
IVOO Vanguard S&P Mid-Cap 400 ETF
+1.01%
+$2,591.6 
MDY SPDR S&P MidCap 400 ETF Trust
+1.01%
+$9,010.48 
IMCB iShares Morningstar Mid-Cap ETF
+1.01%
+$8,928.85 
VO Vanguard Mid-Cap ETF
+0.99%
+$20,282.83 
USMV iShares MSCI USA Min Vol Factor ETF
+0.96%
+$4,960.1 
ICF iShares Cohen & Steers Realty Majors ETF
+0.92%
+$2,586.56 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.92%
+$4,310.53 
EFA iShares MSCI EAFE ETF
+0.88%
+$2,221.2 
DGRO iShares Core Dividend Growth ETF
+0.83%
+$13,042.25 
VTV Vanguard Value ETF
+0.83%
+$4,618.69 
ISCB iShares Morningstar Small-Cap ETF
+0.83%
+$3,669.3 
QUS SPDR MSCI USA StrategicFactors ETF
+0.82%
+$5,470.42 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.81%
+$3,344.9 
DFSU Dimensional US Sustainability Core 1 ETF
+0.79%
+$8,659.12 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
+0.76%
+$1,618.56 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
+0.74%
+$1,748.59 
VTEB Vanguard Tax-Exempt Bond ETF
+0.72%
+$1,628.06 
BSCZ Invesco BulletShares 2035 Corporate Bond ETF
+0.7%
+$4,294.35 
DFIC Dimensional International Core Equity Market ETF
+0.67%
+$4,754.75 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.65%
+$10,041.07 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
+0.64%
+$3,114.3 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.58%
+$2,213.28 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$4,286.55 
FPE First Trust Preferred Securities and Income ETF
+0.56%
+$3,184.21 
SPLV Invesco S&P 500 Low Volatility ETF
+0.55%
+$1,305.6 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$3,579.24 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.53%
+$13,822.93 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.51%
+$3,943.12 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.49%
+$1,032.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.49%
+$4,601.56 
GOOGL Alphabet Inc
+0.47%
+$2,731.86 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.46%
+$945.11 
EFIV SPDR S&P 500 ESG ETF
+0.46%
+$3,341.18 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.45%
+$951.8 
VEU Vanguard FTSE All-World ex-US ETF
+0.43%
+$3,614.97 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$1,243.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$5,824.9 
SCHB Schwab U.S. Broad Market ETF
+0.41%
+$2,184.36 
SCHK Schwab 1000 Index ETF
+0.38%
+$4,854.08 
GOOG Alphabet Inc
+0.37%
+$2,373.84 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.35%
+$10,617.03 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$5,423.36 
DFUS Dimensional U.S. Equity Market ETF
+0.32%
+$881.82 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.31%
+$2,292.45 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.31%
+$10,472 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.3%
+$762.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$2,022.8 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$51,541.84 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.28%
+$569.79 
IVV iShares Core S&P 500 ETF
+0.28%
+$18,705.37 
VOO Vanguard S&P 500 ETF
+0.27%
+$12,743.93 
AMZN Amazon.com Inc
+0.26%
+$11,646.01 
SRLN SPDR Blackstone Senior Loan ETF
+0.23%
+$2,132.37 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.19%
+$6,124.65 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.19%
+$582.75 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.19%
+$4,044.04 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.12%
+$3,655.43 
JPM JPMorgan Chase & Co.
+0.07%
+$273.36 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$94.99 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$631.41 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$115.34 
AMAT Applied Materials, Inc.
-3.72%
-$4,803.18 
INTC Intel Corporation
-2.8%
-$4,518.25 
NVDA NVIDIA Corporation
-1.79%
-$34,499.3 
ETN Eaton Corporation plc
-1.58%
-$4,682.7 
AMD Advanced Micro Devices, Inc.
-1.5%
-$10,385.31 
TSLA Tesla, Inc.
-1.29%
-$6,494.29 
MTUM iShares MSCI USA Momentum Factor ETF
-1.11%
-$3,206.25 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.81%
-$5,863.41 
CNRG SPDR S&P Kensho Clean Power ETF
-0.77%
-$3,833.23 
XLK State Street Technology Select Sector SPDR ETF
-0.67%
-$3,888.64 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-0.64%
-$4,244.44 
AVGO Broadcom Inc.
-0.57%
-$3,110.37 
AAPL Apple Inc.
-0.28%
-$5,407.68 
JNJ Johnson & Johnson
-0.2%
-$469.2 
META Meta Platforms Inc Class A
-0.13%
-$891.82 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$4,142.95 
QQQM Invesco NASDAQ 100 ETF
-0.11%
-$1,875.78 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$238.14 
VUG Vanguard Growth ETF
-0.08%
-$843.15 
MYCF SPDR SSgA 2026 Corporate Bond ETF
-0.06%
-$241.25 
VOOG Vanguard S&P 500 Growth ETF
-0.05%
-$107.6 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$598.97 
IWF iShares Russell 1000 Growth ETF
-0.02%
-$89.19 Events
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Dividends
Dividend Analysis
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| Trades 704 | Longs Won 462/704 65% | Profit Factor 23.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $237,613.69 |
| Average Win $59,239.05 | Best Trade (Oct 15) $4.16M | Sharpe Ratio -15.86 |
| Average Loss -$4,912.17 | Worst Trade (Oct 14) -$91,020.73 | Z-Score 9.02 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w | Expectancy $37,187.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,633 | $1.41M | $1.93M | - | $517,020.63 | 36.68% | -0.28% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 4,012 | $214,984.51 | $299,455.68 | - | $84,471.17 | 39.29% | +0.417% |
| AMAT Applied Materials, Inc. | 289 | $208,947 | $124,272.89 | - | -$84,674.11 | -40.52% | -3.721% |
| AMD Advanced Micro Devices, Inc. | 1,209 | $263,376.29 | $679,736.07 | - | $416,359.78 | 158.09% | -1.505% |
| AMZN Amazon.com Inc | 17,917 | $3.93M | $4.56M | - | $633,166.79 | 16.11% | +0.256% |
| AVGO Broadcom Inc. | 1,563 | $477,500.66 | $538,078.38 | - | $60,577.72 | 12.69% | -0.575% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 5,767 | $572,121.45 | $572,057.56 | - | -$63.89 | -0.01% | +0.02% |
| BND Vanguard Total Bond Market Index Fund | 10,455 | $754,960.08 | $740,318.55 | - | -$14,641.53 | -1.94% | +0.582% |
| BRK-B Berkshire Hathaway Inc. | 567 | $276,907.98 | $298,202.31 | - | $21,294.33 | 7.69% | -0.08% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 119,793 | $2.33M | $2.34M | - | $12,537.71 | 0.54% | -0.026% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 126,283 | $2.47M | $2.47M | - | $8,550 | 0.35% | +0.026% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 146,217 | $2.96M | $2.96M | - | -$1,250.9 | -0.04% | +0.124% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 174,990 | $3.23M | $3.2M | - | -$25,894.95 | -0.8% | +0.192% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 209,440 | $3.47M | $3.41M | - | -$58,305.35 | -1.68% | +0.308% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 193,037 | $3.13M | $3.07M | - | -$60,070.91 | -1.92% | +0.347% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 131,647 | $2.67M | $2.61M | - | -$66,895.52 | -2.5% | +0.533% |
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | 77,239 | $1.62M | $1.57M | - | -$48,527.73 | -3% | +0.645% |
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | 24,756 | $510,588.22 | $490,416.36 | - | -$20,171.86 | -3.95% | +0.639% |
| BSCZ Invesco BulletShares 2035 Corporate Bond ETF | 31,810 | $652,492.36 | $621,090.25 | - | -$31,402.11 | -4.81% | +0.696% |
| BSMQ Invesco BulletShares 2026 Municipal Bond Fund | 12,950 | $305,242.08 | $304,195.5 | - | -$1,046.58 | -0.34% | +0.192% |
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FAQ
Which stocks have generated the highest profits for Opulen Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $959,563.49, iShares MSCI International Quality Factor ETF - $354,453.41, SPDR S&P 500 ETF Trust - $313,419.18, Invesco BulletShares 2030 Corporate Bond ETF - $224,261.85, and Invesco BulletShares 2029 Corporate Bond ETF - $220,552.3. 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: Exxon Mobil Corporation - $40,717, Eaton Corporation plc - $34,656.78, The Home Depot, Inc - $24,657.28, Costco Wholesale Corporation - $24,067.81, and Tesla, Inc - $10,272.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Opulen Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.17M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $960,634.44, iShares MSCI International Quality Factor ETF - $335,286.67, SPDR S&P 500 ETF Trust - $297,753.22, Invesco BulletShares 2030 Corporate Bond ETF - $224,261.85, and Invesco BulletShares 2029 Corporate Bond ETF - $220,552.3. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Opulen Financial Group LLC's monthly returns?
Opulen Financial Group LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Opulen Financial Group LLC's strategy be considered aggressive or moderate?
Opulen Financial Group LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Opulen Financial Group LLC's strategy?
Opulen Financial Group LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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