Helen Semus Portfolio
Invests via Semus Wealth Partners LLC | Managed by Helen J. Semus
Invests via Semus Wealth Partners LLC
Managed by Helen J. Semus
Automatically Tracked
Helen Semus Profile
Helen Semus has built a distinguished career as a seasoned operating executive with extensive expertise in corporate growth and transformation. Her experience spans diverse industries, where she has successfully led initiatives that enhanced operational efficiency and market expansion. Helen's strategic insight into organizational development positions her as a valuable leader in navigating complex business landscapes. She is known for her ability to foster innovation while aligning team capabilities with overarching corporate goals, driving sustained performance improvements. In the realm of investment and entrepreneurship, she actively contributes insights on emerging market trends that influence capital allocation decisions.
Helen Semus has built a distinguished career as a seasoned operating executive with extensive expertise in corporate growth and transformation. Her experience spans diverse industries, where she has successfully led initiatives that enhanced operational efficiency and market expansion. Helen's strategic insight into organizational development positions her as a valuable leader in navigating complex business landscapes. She is known for her ability to foster innovation while aligning team capabilities with overarching corporate goals, driving sustained performance improvements. In the realm of investment and entrepreneurship, she actively contributes insights on emerging market trends that influence capital allocation decisions.
Investment Philosophy & Strategy
Strategic transformation is at the core of investment perspectives shaped by Helen Semus. With a focus on operational efficiency, she approaches investments through the lens of enhancing organizational capabilities and driving growth. Her background in corporate leadership enables her to identify opportunities that align with both emerging market trends and intrinsic business strengths. This proactive stance towards value creation emphasizes sustainable practices while considering competitive positioning within various sectors. Helen's insights as an investor are deeply informed by her extensive experience in navigating complex business challenges, ultimately fostering innovation and improving capital deployment strategies.
Strategic transformation is at the core of investment perspectives shaped by Helen Semus. With a focus on operational efficiency, she approaches investments through the lens of enhancing organizational capabilities and driving growth. Her background in corporate leadership enables her to identify opportunities that align with both emerging market trends and intrinsic business strengths. This proactive stance towards value creation emphasizes sustainable practices while considering competitive positioning within various sectors. Helen's insights as an investor are deeply informed by her extensive experience in navigating complex business challenges, ultimately fostering innovation and improving capital deployment strategies.
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:
88.87%
Gain +0.18%
Monthly
1.9%
Yearly
25.33%
Drawdown
24.45%
$214.86M
Equity
Holdings
$214.86M
Investment
$131.41M
$97.85M
Profit +$216,972.39
Realized
$14.4M
Unrealized
$83.45M
Dividends
$10.05M
Goals
Avg. 89.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$216,972.39
Win %
79%
This Week
Compared To Last Week
Gain
0.1%
Profit
$216,972.39
Win %
79%
This Month
Compared to last month
Gain
0.34%
Profit
$720,758.86
Win %
79%
This Year
Compared to last year
Gain
3.95%
Profit
$8.17M
Win %
79%
PANW Palo Alto Networks, Inc.
+14.01%
+$156,549.1 
NOW ServiceNow, Inc.
+7.69%
+$31,395.39 
CRM Salesforce Inc
+4.5%
+$37,408.25 
PLTR Palantir Technologies Inc.
+4.13%
+$38,150.11 
NFLX Netflix, Inc.
+3.76%
+$69,572.28 
GOOGL Alphabet Inc
+3.08%
+$249,067.08 
GOOG Alphabet Inc
+2.97%
+$186,233.96 
META Meta Platforms Inc Class A
+2.91%
+$94,488.79 
IBM International Business Machines Corporation
+2.71%
+$9,504.01 
MSFT Microsoft Corp.
+2.27%
+$187,909.15 
WMT Walmart Inc.
+2.27%
+$25,352.19 
DIS The Walt Disney Company
+2.19%
+$5,340.36 
LLY Eli Lilly and Company
+2.04%
+$117,018.76 
MCD McDonald's Corporation
+1.96%
+$13,848.32 
ABBV AbbVie Inc.
+1.73%
+$10,691.52 
COST Costco Wholesale Corporation
+1.58%
+$6,280.92 
UNH UnitedHealth Group Incorporated
+1.32%
+$12,893.58 
AMGN Amgen Inc.
+1.18%
+$6,523.69 
LMT Lockheed Martin Corporation
+1.14%
+$7,797.92 
KO The Coca-Cola Company
+1.1%
+$6,729.86 
V Visa Inc. Class A
+1.05%
+$12,761.29 
AXP American Express Company
+0.89%
+$1,831.68 
URI United Rentals, Inc.
+0.65%
+$7,324.24 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$10,743.81 
MA Mastercard Incorporated
+0.61%
+$11,414.54 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.58%
+$2,261.42 
JNJ Johnson & Johnson
+0.58%
+$13,101.48 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.55%
+$2,186.24 
AAPL Apple Inc.
+0.54%
+$242,107.8 
PG Procter & Gamble Co
+0.52%
+$3,296.33 
MRK Merck & Co., Inc.
+0.44%
+$4,070.49 
MELI MercadoLibre, Inc.
+0.34%
+$7,209.12 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.16%
+$879.45 
TLH iShares 10-20 Year Treasury Bond ETF
+0.11%
+$308.7 
PFE Pfizer Inc.
+0.05%
+$166.4 
PEP PepsiCo, Inc.
+0.04%
+$93.88 
JBND JPMorgan Active Bond ETF
+0.04%
+$131.36 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$65.43 
JCPB JPMorgan Core Plus Bond ETF
+0.01%
+$34.24 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GEV GE Vernova Inc.
-8.66%
-$16,662.9 
LRCX Lam Research Corporation
-7.91%
-$19,352 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$64,159.39 
AMAT Applied Materials, Inc.
-6.73%
-$14,719.67 
BAC Bank of America Corporation
-5.3%
-$35,108.68 
AVGO Broadcom Inc.
-4.79%
-$111,904.46 
MU Micron Technology, Inc.
-4.76%
-$56,838.94 
SMH VanEck Semiconductor ETF
-4.52%
-$25,427.21 
ORCL Oracle Corporation
-4.42%
-$66,403.08 
CAT Caterpillar Inc.
-4.15%
-$15,533.43 
GS The Goldman Sachs Group, Inc.
-3.97%
-$82,066.33 
AMD Advanced Micro Devices, Inc.
-3.9%
-$20,960.53 
BAI iShares A.I. Innovation and Tech Active ETF
-3.66%
-$26,172.91 
MS Morgan Stanley
-3.4%
-$7,895.07 
UTG Reaves Utility Income Fund
-3.29%
-$6,517.55 
NVDA NVIDIA Corporation
-2.85%
-$262,210.62 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$24,852.96 
MTUM iShares MSCI USA Momentum Factor ETF
-2.13%
-$13,987.28 
GE General Electric Company
-1.98%
-$7,819.56 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$17,780.63 
JPM JPMorgan Chase & Co.
-1.72%
-$22,650.5 
CSCO Cisco Systems, Inc.
-1.65%
-$10,761.45 
UEC Uranium Energy Corp.
-1.53%
-$1,600 
C Citigroup Inc.
-1.47%
-$3,931.1 
TSLA Tesla, Inc.
-1.4%
-$70,656 
GLD SPDR Gold Shares
-1.35%
-$5,433.45 
BAR GraniteShares Gold Trust
-1.3%
-$17,901.1 
IAU iShares Gold Trust
-1.29%
-$3,901.39 
CORO Ishares International Country Rotational Active ETF
-1.28%
-$7,827.52 
VGT Vanguard Information Technology ETF
-1.24%
-$6,506.24 
AMZN Amazon.com Inc
-1.22%
-$64,401.4 
EFG iShares MSCI EAFE Growth ETF
-1.14%
-$9,442.27 
BLCR iShares Large Cap Core ACT ETF
-1.11%
-$6,619.57 
XOM Exxon Mobil Corporation
-0.85%
-$2,923.8 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$19,702.98 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$4,451.79 
NEE NextEra Energy, Inc.
-0.69%
-$3,439.38 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$18,118.14 
RDVI FT Vest Rising Dividend Achievers Fund
-0.56%
-$24,483.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$9,812.11 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.55%
-$2,261.36 
THRO iShares U.S. Thematic Rotation Active ETF
-0.54%
-$2,623.78 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$1,118.86 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$25,097.76 
F Ford Motor Company
-0.5%
-$848.4 
IALT iShares Systematic Alternatives Active ETF
-0.48%
-$1,032.22 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.47%
-$3,478.8 
BIT BlackRock Multi-Sector Income Trust
-0.47%
-$673.75 
VTV Vanguard Value ETF
-0.46%
-$1,606.8 
DUK Duke Energy Corporation
-0.45%
-$1,034.15 
JGRO JPMorgan Active Growth ETF
-0.44%
-$9,503.92 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.43%
-$23,520.24 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$16,976.27 
VOO Vanguard S&P 500 ETF
-0.34%
-$1,243.72 
IVV iShares Core S&P 500 ETF
-0.32%
-$27,495.54 
CGGR Capital Group Growth ETF
-0.3%
-$1,184.83 
GPIX S&P 500 Core Premium Income Fund
-0.28%
-$14,016.96 
EFV iShares MSCI EAFE Value ETF
-0.24%
-$1,406.2 
FMAY FT Vest U.S. Equity Buffer ETF
-0.24%
-$11,183.26 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.22%
-$2,866.65 
FFEB FT Vest US Equity Buffer ETF
-0.21%
-$3,313.9 
BALI iShares Adaptive Large Cap ETF
-0.19%
-$6,005.68 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.18%
-$202.46 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$7,580.7 
VUG Vanguard Growth ETF
-0.16%
-$1,568.39 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.14%
-$2,085.59 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.1%
-$377.05 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$1,477.75 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$313.05 
DVY iShares Select Dividend ETF
-0.03%
-$85.98 Events
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Dividends
Dividend Analysis
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| Trades 1674 | Longs Won 1268/1674 75% | Profit Factor 25.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $695,626.97 |
| Average Win $80,377.32 | Best Trade (Sep 11) $27.08M | Sharpe Ratio -9.81 |
| Average Loss -$10,013.5 | Worst Trade (Aug 19) -$253,555.4 | Z-Score 14.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 4d | Expectancy $58,454.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.43% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 135,255 | $17.88M | $45.18M | - | $27.3M | 152.64% | +0.539% |
| ABBV AbbVie Inc. | 2,408 | $397,930.9 | $629,836.48 | - | $231,905.58 | 58.28% | +1.727% |
| AMAT Applied Materials, Inc. | 479 | $346,437 | $203,939.04 | - | -$142,497.96 | -41.13% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 1,041 | $604,727 | $516,330.79 | - | -$88,396.21 | -14.62% | -3.901% |
| AMGN Amgen Inc. | 1,466 | $390,854.55 | $559,718.8 | - | $168,864.25 | 43.2% | +1.179% |
| AMZN Amazon.com Inc | 20,510 | $2.34M | $5.2M | - | $2.87M | 122.79% | -1.223% |
| ASML ASML Holding N.V. New York Registry Shares | 544 | $703,839.26 | $859,715.84 | - | $155,876.58 | 22.15% | -6.945% |
| AVGO Broadcom Inc. | 6,461 | $1.29M | $2.23M | - | $934,076.55 | 72.25% | -4.785% |
| AXP American Express Company | 636 | $215,097 | $208,334.52 | - | -$6,762.48 | -3.14% | +0.887% |
| BAC Bank of America Corporation | 10,559 | $370,998.43 | $626,835.03 | - | $255,836.6 | 68.96% | -5.304% |
| BAI iShares A.I. Innovation and Tech Active ETF | 16,057 | $546,140.64 | $688,604.44 | - | $142,463.8 | 26.09% | -3.662% |
| BALI iShares Adaptive Large Cap ETF | 92,395 | $2.83M | $3.17M | - | $347,152.95 | 12.29% | -0.189% |
| BAR GraniteShares Gold Trust | 32,231 | $581,769.61 | $1.36M | - | $779,171.47 | 133.93% | -1.298% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 5,352 | $526,195.09 | $734,829.6 | - | $208,634.51 | 39.65% | -0.471% |
| BIT BlackRock Multi-Sector Income Trust | 12,250 | $169,264.56 | $142,896.25 | - | -$26,368.31 | -15.58% | -0.469% |
| BLCR iShares Large Cap Core ACT ETF | 12,146 | $515,026.24 | $591,692.39 | - | $76,666.15 | 14.89% | -1.106% |
| BRK-B Berkshire Hathaway Inc. | 1,939 | $826,935.45 | $971,826.8 | - | $144,891.35 | 17.52% | -1.797% |
| C Citigroup Inc. | 1,927 | $196,023.09 | $263,575.06 | - | $67,551.97 | 34.46% | -1.47% |
| CAT Caterpillar Inc. | 457 | $244,128.83 | $358,553.06 | - | $114,424.23 | 46.87% | -4.152% |
| CGGR Capital Group Growth ETF | 8,457 | $376,267.77 | $394,010.78 | - | $17,743.01 | 4.72% | -0.3% |
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FAQ
Which stocks have generated the highest profits for Helen Semus?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.19M, iShares Core S&P 500 ETF - $1.34M, Tesla, Inc - $1.18M, JPMorgan Equity Premium Income Fund - $1.05M, and JPMorgan Nasdaq Equity Premium Income ETF - $1.04M. 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: Chipotle Mexican Grill, Inc - $172,492.7, Nike, Inc. - Class B - $90,593.44, Vistra Corp - $85,522, UnitedHealth Group Incorporated - $84,700.23, and Boeing Company - $71,222.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Helen Semus's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.05M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $1.04M, JPMorgan Equity Premium Income Fund - $1.01M, Nasdaq 100 Core Premium Income ETF - $776,019.36, FT Vest Rising Dividend Achievers Fund - $656,495.53, and S&P 500 Core Premium Income Fund - $615,718.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Helen Semus's monthly returns?
Helen Semus'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 Helen Semus's strategy be considered aggressive or moderate?
Helen Semus'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 Helen Semus's strategy?
Helen Semus's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
