HS
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:
33.71%
Gain +1.36%
Monthly
1.12%
Yearly
14.34%
Drawdown
16.98%
$205.31M
Equity
Holdings
$205.31M
Investment
$125.15M
$93.03M
Profit +$3.48M
Realized
$12.87M
Unrealized
$80.16M
Dividends
$9.04M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.36%
Profit
$3.48M
Win %
81%
This Week
Compared To Last Week
Gain
1.73%
Profit
$3.49M
Win %
81%
This Month
Compared to last month
Gain
-1.73%
Profit
-$3.62M
Win %
81%
This Year
Compared to last year
Gain
2.31%
Profit
$6.25M
Win %
81%
MU Micron Technology, Inc.
+9.44%
+$100,814.08 
UEC Uranium Energy Corp.
+8.93%
+$9,850 
ORCL Oracle Corporation
+5.79%
+$87,376.63 
BAI iShares A.I. Innovation and Tech Active ETF
+5.39%
+$49,127.76 
META Meta Platforms Inc Class A
+5.02%
+$128,753.04 
PLTR Palantir Technologies Inc.
+4.62%
+$17,594.07 
SMH VanEck Semiconductor ETF
+3.99%
+$24,487.64 
MELI MercadoLibre, Inc.
+3.99%
+$66,580.03 
NOW ServiceNow, Inc.
+3.74%
+$9,765.23 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.57%
+$9,250.54 
IAU iShares Gold Trust
+3.37%
+$9,708.59 
BAR GraniteShares Gold Trust
+3.34%
+$45,166.24 
GLD SPDR Gold Shares
+3.34%
+$9,153.19 
AMZN Amazon.com Inc
+3.21%
+$163,578.09 
VGT Vanguard Information Technology ETF
+3.21%
+$17,069.54 
GOOGL Alphabet Inc
+3.04%
+$259,081.08 
GE General Electric Company
+3.01%
+$12,675.5 
QQQ Invesco QQQ Trust, Series 1
+2.97%
+$89,190.4 
NVDA NVIDIA Corporation
+2.94%
+$258,463.89 
GOOG Alphabet Inc
+2.83%
+$188,485.5 
CGGR Capital Group Growth ETF
+2.69%
+$10,359.18 
VUG Vanguard Growth ETF
+2.67%
+$24,843 
MTUM iShares MSCI USA Momentum Factor ETF
+2.65%
+$20,167 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.63%
+$42,908.85 
AVGO Broadcom Inc.
+2.62%
+$63,891.1 
GPIQ Nasdaq 100 Core Premium Income ETF
+2.45%
+$125,915.66 
JGRO JPMorgan Active Growth ETF
+2.42%
+$53,781.42 
CAT Caterpillar Inc.
+2.38%
+$8,937.32 
BLCR iShares Large Cap Core ACT ETF
+2.21%
+$11,330.5 
IEMG iShares Core MSCI Emerging Markets ETF
+2.12%
+$30,803.5 
UTG Reaves Utility Income Fund
+2.08%
+$4,910.45 
MSFT Microsoft Corp.
+2.06%
+$136,576.68 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2%
+$96,547.2 
GS The Goldman Sachs Group, Inc.
+1.92%
+$42,534.44 
CHI Calamos Convertible Opportunities and Income Fund
+1.91%
+$2,693.04 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.88%
+$43,692.54 
DIS The Walt Disney Company
+1.85%
+$4,068.15 
AAPL Apple Inc.
+1.85%
+$736,403.64 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+1.84%
+$13,750.45 
VOO Vanguard S&P 500 ETF
+1.77%
+$6,361.96 
SPY SPDR S&P 500 ETF Trust
+1.76%
+$86,850.22 
PANW Palo Alto Networks, Inc.
+1.67%
+$14,664.34 
IVV iShares Core S&P 500 ETF
+1.52%
+$97,850.25 
GPIX S&P 500 Core Premium Income Fund
+1.51%
+$69,876.04 
ISRG Intuitive Surgical, Inc.
+1.28%
+$2,367 
C Citigroup Inc.
+1.26%
+$3,377.44 
ASML ASML Holding N.V. New York Registry Shares
+1.25%
+$7,899.91 
BALI iShares Adaptive Large Cap ETF
+1.24%
+$35,994.61 
CRM Salesforce Inc
+1.11%
+$4,511.68 
RDVI FT Vest Rising Dividend Achievers Fund
+1.1%
+$46,404.86 
NFLX Netflix, Inc.
+1.08%
+$19,257.45 
QUAL iShares MSCI USA Quality Factor ETF
+1.08%
+$8,498.88 
SCHW Charles Schwab Corporation
+1.04%
+$3,628.05 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$9,261.63 
URI United Rentals, Inc.
+0.94%
+$16,624.6 
V Visa Inc. Class A
+0.93%
+$10,132.94 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.9%
+$3,592.68 
FFEB FT Vest US Equity Buffer ETF
+0.82%
+$12,205.22 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.8%
+$10,305.36 
TSLA Tesla, Inc.
+0.8%
+$45,083.86 
VTV Vanguard Value ETF
+0.72%
+$2,464.9 
JEPI JPMorgan Equity Premium Income Fund
+0.71%
+$29,572 
TMO Thermo Fisher Scientific Inc.
+0.69%
+$1,393.14 
FAUG FT Vest U.S. Equity Buffer ETF
+0.65%
+$29,367.53 
MCD McDonald's Corporation
+0.57%
+$4,615.38 
PEP PepsiCo, Inc.
+0.56%
+$1,444.75 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$3,744.63 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.54%
+$2,552.2 
AMGN Amgen Inc.
+0.45%
+$2,346.36 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.44%
+$1,551.52 
EFG iShares MSCI EAFE Growth ETF
+0.42%
+$3,143.18 
UNH UnitedHealth Group Incorporated
+0.42%
+$5,357.11 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.4%
+$5,907.42 
F-PD Ford Motor Company 6.500% Notes
+0.33%
+$801.87 
PFE Pfizer Inc.
+0.32%
+$925.65 
VYM Vanguard High Dividend Yield ETF
+0.32%
+$1,937 
IVE ISHARES S&P 500 VALUE ETF
+0.26%
+$4,358.92 
MA Mastercard Incorporated
+0.21%
+$3,406.8 
TLH iShares 10-20 Year Treasury Bond ETF
+0.2%
+$664.2 
BAC Bank of America Corporation
+0.19%
+$1,216.85 
JCPB JPMorgan Core Plus Bond ETF
+0.18%
+$555.48 
LLY Eli Lilly and Company
+0.18%
+$9,356.55 
DUK Duke Energy Corporation
+0.17%
+$402.57 
IUSB iShares Core Universal USD Bond ETF
+0.15%
+$900.41 
JBND JPMorgan Active Bond ETF
+0.12%
+$265.65 
PFL PIMCO Income Strategy Fund
+0.09%
+$71.04 
JPM JPMorgan Chase & Co.
+0.08%
+$1,005.48 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.07%
+$151.69 
PG Procter & Gamble Co
+0.05%
+$311.64 
XOM Exxon Mobil Corporation
-4.03%
-$15,512.87 
MRK Merck & Co., Inc.
-2.61%
-$20,233.66 
ABBV AbbVie Inc.
-2.59%
-$14,742.67 
KO The Coca-Cola Company
-2.32%
-$13,581.18 
EFV iShares MSCI EAFE Value ETF
-2.19%
-$26,147.22 
LMT Lockheed Martin Corporation
-2.11%
-$14,293.28 
UNP Union Pacific Corporation
-1.86%
-$4,632.44 
JNJ Johnson & Johnson
-1.83%
-$37,989.9 
KTOS Kratos Defense & Security Solutions, Inc.
-1.48%
-$2,565 
FDL First Trust Morningstar Dividend Leaders Index Fund
-1.37%
-$5,344.91 
IBM International Business Machines Corporation
-1.31%
-$3,586.99 
DVY iShares Select Dividend ETF
-1.23%
-$3,353.56 
T AT&T Inc.
-0.79%
-$1,578.23 
CSCO Cisco Systems, Inc.
-0.76%
-$5,355.75 
WMT Walmart Inc.
-0.63%
-$7,918.44 
BIT BlackRock Multi-Sector Income Trust
-0.55%
-$1,001.25 
COST Costco Wholesale Corporation
-0.34%
-$1,466.65 
SCHD Schwab U.S. Dividend Equity ETF
-0.21%
-$3,592.19 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.18%
-$248.79 
NEE NextEra Energy, Inc.
-0.08%
-$435.8 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.04%
-$168.68 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1567 | Longs Won 1175/1567 74% | Profit Factor 36.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $611,535.01 |
| Average Win $81,420.26 | Best Trade (Jun 15) $22.23M | Sharpe Ratio -9.98 |
| Average Loss -$6,732.06 | Worst Trade (Jun 14) -$186,902.36 | Z-Score 11.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 6d | Expectancy $59,368.12 |
| 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 | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
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
