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:
78.43%
Gain -0.05%
Monthly
1.87%
Yearly
24.95%
Drawdown
24.25%
$203.73M
Equity
Holdings
$203.73M
Investment
$124.85M
$91.79M
Profit -$9,212.97
Realized
$12.92M
Unrealized
$78.88M
Dividends
$9.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$9,212.97
Win %
81%
This Week
Compared To Last Week
Gain
-1.53%
Profit
-$3.16M
Win %
81%
This Month
Compared to last month
Gain
0.82%
Profit
$1.66M
Win %
81%
This Year
Compared to last year
Gain
13.96%
Profit
$24.96M
Win %
81%
MU Micron Technology, Inc.
+12.23%
+$115,121.26 
BAI iShares A.I. Innovation and Tech Active ETF
+6.26%
+$49,779.07 
ORCL Oracle Corporation
+4.65%
+$46,185.96 
SMH VanEck Semiconductor ETF
+4.52%
+$24,982.14 
KTOS Kratos Defense & Security Solutions, Inc.
+4.31%
+$5,940 
MTUM iShares MSCI USA Momentum Factor ETF
+3.89%
+$27,612.37 
ASML ASML Holding N.V. New York Registry Shares
+3.81%
+$22,523.3 
UNH UnitedHealth Group Incorporated
+3.25%
+$43,061.11 
C Citigroup Inc.
+3.1%
+$7,656.81 
IEMG iShares Core MSCI Emerging Markets ETF
+2.75%
+$37,427.13 
GS The Goldman Sachs Group, Inc.
+2.63%
+$57,810.16 
CAT Caterpillar Inc.
+2.62%
+$9,354.45 
VGT Vanguard Information Technology ETF
+2.43%
+$12,540.76 
TSLA Tesla, Inc.
+2.21%
+$113,472.82 
JGRO JPMorgan Active Growth ETF
+2.17%
+$46,680.41 
F Ford Motor Company
+2.14%
+$3,313.5 
AVGO Broadcom Inc.
+2.13%
+$51,214.8 
UEC Uranium Energy Corp.
+2.07%
+$1,950 
BLCR iShares Large Cap Core ACT ETF
+1.99%
+$10,030.21 
XOM Exxon Mobil Corporation
+1.98%
+$7,691.04 
CHI Calamos Convertible Opportunities and Income Fund
+1.98%
+$2,861.36 
QQQ Invesco QQQ Trust, Series 1
+1.92%
+$55,681.61 
GLD SPDR Gold Shares
+1.92%
+$4,991.36 
LLY Eli Lilly and Company
+1.91%
+$101,851.54 
IAU iShares Gold Trust
+1.9%
+$5,209.49 
BAR GraniteShares Gold Trust
+1.88%
+$24,132.14 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.85%
+$87,294.76 
NVDA NVIDIA Corporation
+1.8%
+$157,307.21 
GPIQ Nasdaq 100 Core Premium Income ETF
+1.78%
+$88,229.63 
EFG iShares MSCI EAFE Growth ETF
+1.69%
+$12,003.93 
JPM JPMorgan Chase & Co.
+1.6%
+$20,202.7 
CGGR Capital Group Growth ETF
+1.59%
+$6,024.26 
T AT&T Inc.
+1.57%
+$2,943.2 
MRK Merck & Co., Inc.
+1.41%
+$11,385.5 
CSCO Cisco Systems, Inc.
+1.38%
+$8,858.7 
JIRE JPMorgan International Research Enhanced Equity ETF
+1.38%
+$5,474.56 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.31%
+$30,460.5 
THRO iShares U.S. Thematic Rotation Active ETF
+1.29%
+$8,894.31 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.28%
+$20,910.51 
EFV iShares MSCI EAFE Value ETF
+1.23%
+$14,433.87 
BAC Bank of America Corporation
+1.14%
+$7,996.41 
NFLX Netflix, Inc.
+1.1%
+$16,490.58 
IDEF iShares U.S. Defense & Aerospace Index ETF
+1%
+$4,521.04 
VUG Vanguard Growth ETF
+0.99%
+$9,259.07 
ABBV AbbVie Inc.
+0.95%
+$6,044.74 
BALI iShares Adaptive Large Cap ETF
+0.91%
+$26,289.17 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.9%
+$6,749.2 
IVV iShares Core S&P 500 ETF
+0.89%
+$57,396.16 
SPY SPDR S&P 500 ETF Trust
+0.87%
+$42,793.62 
VOO Vanguard S&P 500 ETF
+0.84%
+$3,024.5 
VTV Vanguard Value ETF
+0.75%
+$2,560.36 
GPIX S&P 500 Core Premium Income Fund
+0.72%
+$33,254.26 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.68%
+$2,401.16 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$8,396.96 
VYM Vanguard High Dividend Yield ETF
+0.63%
+$3,743.62 
QUAL iShares MSCI USA Quality Factor ETF
+0.62%
+$4,903.2 
PFE Pfizer Inc.
+0.61%
+$1,633.5 
JNJ Johnson & Johnson
+0.55%
+$11,818.21 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.47%
+$6,865.38 
FFEB FT Vest US Equity Buffer ETF
+0.44%
+$6,669.72 
AMGN Amgen Inc.
+0.43%
+$2,259.9 
JEPI JPMorgan Equity Premium Income Fund
+0.42%
+$17,735.81 
META Meta Platforms Inc Class A
+0.39%
+$11,310.09 
FAUG FT Vest U.S. Equity Buffer ETF
+0.39%
+$17,540.06 
AAPL Apple Inc.
+0.37%
+$164,253.6 
IVE ISHARES S&P 500 VALUE ETF
+0.36%
+$6,058.16 
UTG Reaves Utility Income Fund
+0.27%
+$606.59 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.24%
+$331.72 
SCHD Schwab U.S. Dividend Equity ETF
+0.17%
+$2,822.43 
BIT BlackRock Multi-Sector Income Trust
+0.04%
+$72.34 
KO The Coca-Cola Company
+0.02%
+$141.84 
RDVI FT Vest Rising Dividend Achievers Fund
+0.02%
+$736.59 
DIS The Walt Disney Company
+0.01%
+$24.19 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NOW ServiceNow, Inc.
-2.75%
-$7,352.64 
CRM Salesforce Inc
-2.16%
-$9,195 
SCHW Charles Schwab Corporation
-2.08%
-$8,134.47 
MA Mastercard Incorporated
-1.74%
-$31,830.2 
PANW Palo Alto Networks, Inc.
-1.71%
-$18,694.9 
PLTR Palantir Technologies Inc.
-1.49%
-$5,998.63 
WMT Walmart Inc.
-1.48%
-$17,243.44 
MCD McDonald's Corporation
-1.2%
-$9,159.53 
TMO Thermo Fisher Scientific Inc.
-1.05%
-$2,375.4 
IBM International Business Machines Corporation
-1.04%
-$2,239.98 
AMZN Amazon.com Inc
-1.01%
-$53,744.25 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-1.01%
-$4,301.34 
V Visa Inc. Class A
-0.96%
-$11,639.93 
GOOG Alphabet Inc
-0.88%
-$57,659.85 
MSFT Microsoft Corp.
-0.88%
-$59,741.89 
GOOGL Alphabet Inc
-0.83%
-$69,624.84 
LMT Lockheed Martin Corporation
-0.82%
-$5,237.52 
MELI MercadoLibre, Inc.
-0.69%
-$13,248.87 
COST Costco Wholesale Corporation
-0.66%
-$2,732.39 
PG Procter & Gamble Co
-0.6%
-$4,006.8 
UNP Union Pacific Corporation
-0.56%
-$1,516.82 
PEP PepsiCo, Inc.
-0.33%
-$801.45 
NEE NextEra Energy, Inc.
-0.32%
-$1,690.08 
TLH iShares 10-20 Year Treasury Bond ETF
-0.3%
-$979.7 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.29%
-$1,140.45 
URI United Rentals, Inc.
-0.26%
-$4,378.36 
PFL PIMCO Income Strategy Fund
-0.26%
-$202.98 
ISRG Intuitive Surgical, Inc.
-0.25%
-$394.2 
JCPB JPMorgan Core Plus Bond ETF
-0.18%
-$555.48 
DUK Duke Energy Corporation
-0.18%
-$431.32 
JBND JPMorgan Active Bond ETF
-0.18%
-$388.26 
IUSB iShares Core Universal USD Bond ETF
-0.16%
-$964.73 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$765.9 
GE General Electric Company
-0.07%
-$288.64 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.04%
-$86.68 
DVY iShares Select Dividend ETF
-0.02%
-$51.33 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1567 | Longs Won 1179/1567 75% | Profit Factor 27.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $717,390.02 |
| Average Win $80,785.51 | Best Trade (Jul 20) $27.19M | Sharpe Ratio -9.75 |
| Average Loss -$8,897.84 | Worst Trade (Jul 27) -$388,830.2 | Z-Score 18.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w | Expectancy $58,579.3 |
| 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% | 0.75% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $2.07M, iShares Core S&P 500 ETF - $1.34M, Tesla, Inc - $1.15M, JPMorgan Equity Premium Income Fund - $1.02M, and JPMorgan Nasdaq Equity Premium Income ETF - $983,403.93. 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 - $58,025.01, Boeing Company - $52,933.49, CVS Health Corporation - $51,755.79, and Pfizer Inc - $42,162.21. 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 $9.51M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $983,403.93, JPMorgan Equity Premium Income Fund - $972,828.85, Nasdaq 100 Core Premium Income ETF - $677,848.69, FT Vest Rising Dividend Achievers Fund - $593,419.86, and S&P 500 Core Premium Income Fund - $541,941.61. 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.
