LC
Leslie Childs Portfolio
Invests via MB Levis & Associates LLC | Managed by MB Levis & Associates LLC, Leslie Childs
Invests via MB Levis & Associates LLC
Managed by MB Levis & Associates LLC, Leslie Childs
Automatically Tracked
Seasoned private markets executive with multidisciplinary background in corporate finance, operations and strategic portfolio management. Leslie Childs brings experience leading growth equity and operational improvement initiatives across technology and healthcare companies. They have worked with sponsor-backed management teams on revenue scaling, capital raising and exit preparation, and sit on operating committees and advisory boards. Market-facing strengths include deal sourcing, diligence, and value-creation planning for mid-market buyouts and growth investments.
Seasoned private markets executive with multidisciplinary background in corporate finance, operations and strategic portfolio management. Leslie Childs brings experience leading growth equity and operational improvement initiatives across technology and healthcare companies. They have worked with sponsor-backed management teams on revenue scaling, capital raising and exit preparation, and sit on operating committees and advisory boards. Market-facing strengths include deal sourcing, diligence, and value-creation planning for mid-market buyouts and growth investments.
Investment Philosophy & Strategy
Combines disciplined growth-equity investing with operationally-driven value creation, targeting mid-market technology and healthcare companies where revenue scaling and margin improvement are achievable. Prefers sponsor-backed situations and minority or control growth rounds with 3–7 year horizons, deploying capital alongside management while prioritizing rigorous diligence, milestone-based capital pacing and active board-level involvement. Risk management emphasizes concentrated, thesis-driven bets, operational KPIs for value realization, and clear exit pathways via strategic sale or secondary sponsor recapitalization.
Combines disciplined growth-equity investing with operationally-driven value creation, targeting mid-market technology and healthcare companies where revenue scaling and margin improvement are achievable. Prefers sponsor-backed situations and minority or control growth rounds with 3–7 year horizons, deploying capital alongside management while prioritizing rigorous diligence, milestone-based capital pacing and active board-level involvement. Risk management emphasizes concentrated, thesis-driven bets, operational KPIs for value realization, and clear exit pathways via strategic sale or secondary sponsor recapitalization.
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:
44.87%
Gain -0.57%
Monthly
0.95%
Yearly
12.06%
Drawdown
14.41%
$273.38M
Equity
Holdings
$273.38M
Investment
$214.3M
$64.83M
Profit -$1.16M
Realized
$5.75M
Unrealized
$59.08M
Dividends
$20.55M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$1.16M
Win %
75%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$1.16M
Win %
75%
This Month
Compared to last month
Gain
1.36%
Profit
$3.68M
Win %
75%
This Year
Compared to last year
Gain
0.72%
Profit
$1.94M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$50,764.55 
DXCM DexCom, Inc.
+11.95%
+$285.12 
VYNE Vyne Therapeutics Inc.
+9.45%
+$50.07 
ETN Eaton Corporation plc
+7.32%
+$2,774.38 
GOOG Alphabet Inc
+6.88%
+$197,358.24 
GOOGL Alphabet Inc
+6.73%
+$10,021.62 
SOLS Sollensys Corp
+4.84%
+$289.12 
APO Apollo Global Management, Inc.
+4.44%
+$534 
TWLO Twilio Inc.
+3.36%
+$96.15 
META Meta Platforms Inc Class A
+3.28%
+$6,771.44 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$68.89 
ATI ATI Inc.
+3.05%
+$138.5 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$225.6 
MSFT Microsoft Corp.
+3.02%
+$103,471.06 
NVDA NVIDIA Corporation
+2.93%
+$24,775.72 
CVX Chevron Corporation
+2.35%
+$11,869.52 
PENG Penguin Solutions, Inc.
+2.33%
+$60 
GLW Corning Incorporated
+2.24%
+$4,623.78 
DVN Devon Energy Corporation
+2.17%
+$341.76 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$3,951.48 
CSCO Cisco Systems, Inc.
+2.14%
+$10,135.53 
OXY Occidental Petroleum Corporation
+2%
+$1,172.64 
CAPL CrossAmerica Partners L.P.
+1.97%
+$510.41 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
+1.95%
+$197.4 
ROK Rockwell Automation, Inc.
+1.93%
+$45.35 
CRM Salesforce Inc
+1.83%
+$1,029.41 
ORCL Oracle Corporation
+1.81%
+$826.98 
ZTS Zoetis Inc.
+1.66%
+$31.5 
KMI Kinder Morgan, Inc.
+1.64%
+$2,773.16 
SHEL Shell plc
+1.62%
+$163.17 
HPE Hewlett Packard Enterprise Company
+1.61%
+$38 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$183 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$94.85 
VZ Verizon Communications Inc.
+1.52%
+$1,596.7 
LMT Lockheed Martin Corporation
+1.5%
+$4,867.32 
PWRD TCW Transform Systems ETF
+1.38%
+$44.1 
CMCSA Comcast Corp
+1.23%
+$29 
COP ConocoPhillips
+1.22%
+$1,193.35 
WFC Wells Fargo & Company
+1.19%
+$427.38 
HONA Honeywell Aerospace Inc.
+1.18%
+$503.36 
AMAT Applied Materials, Inc.
+1.18%
+$4,218.51 
ITW Illinois Tool Works Inc.
+1.15%
+$614.25 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$1,534.06 
VUG Vanguard Growth ETF
+1.1%
+$16,879.5 
VEEV Veeva Systems Inc.
+1.1%
+$712.62 
MTSI MACOM Technology Solutions Holdings, Inc.
+1.1%
+$40.95 
NOW ServiceNow, Inc.
+1.05%
+$841 
DOCU DocuSign Inc.
+0.99%
+$5.4 
ADP Automatic Data Processing Inc.
+0.98%
+$20,108.68 
DTM Dt Midstream Inc.
+0.9%
+$100.86 
POW VistaShares Electrification Supercycle ETF
+0.9%
+$23 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
+0.89%
+$57.2 
IBM International Business Machines Corporation
+0.86%
+$4,635.52 
MCD McDonald's Corporation
+0.82%
+$1,089 
ESS Essex Property Trust, Inc.
+0.81%
+$84.36 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.8%
+$176 
BAND Bandwidth Inc.
+0.8%
+$5.89 
EMR Emerson Electric Co.
+0.79%
+$16,077.64 
TSLA Tesla, Inc.
+0.76%
+$148.68 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,872.56 
PHIN Phinia Inc.
+0.72%
+$18.55 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$76.44 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$283.02 
CAT Caterpillar Inc.
+0.7%
+$36,922.97 
BMY Bristol-Myers Squibb Company
+0.69%
+$500.85 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$154,955.65 
DOW Dow Inc.
+0.67%
+$19.6 
PLTR Palantir Technologies Inc.
+0.65%
+$8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,549.56 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$1,227.06 
IWB iShares Russell 1000 ETF
+0.64%
+$294.12 
AIPO Defiance AI & Power Infrastructure ETF
+0.63%
+$66.6 
SYY Sysco Corporation
+0.63%
+$53 
TER Teradyne, Inc.
+0.6%
+$33 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$146.88 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$65.88 
MO Altria Group, Inc.
+0.57%
+$872.43 
MCHI iShares MSCI China ETF
+0.54%
+$68.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$486.94 
DVA DaVita Inc.
+0.52%
+$24.6 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
+0.51%
+$28.05 
RVT Royce Small-Cap Trust, Inc.
+0.5%
+$29.25 
TMDX TransMedics Group Inc.
+0.5%
+$76 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$81,987.27 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$3,178.37 
NSC Norfolk Southern Corporation
+0.46%
+$8,351.51 
IWD iShares Russell 1000 Value ETF
+0.44%
+$182.04 
CSX CSX Corporation
+0.42%
+$472.92 
PFE Pfizer Inc.
+0.4%
+$388.6 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
+0.4%
+$49.5 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$40,342.5 
RTX RTX Corporation
+0.39%
+$8,260.56 
PG Procter & Gamble Co
+0.37%
+$5,865.51 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$706.8 
SMIN iShares MSCI India Small-Cap ETF
+0.36%
+$76 
BAC Bank of America Corporation
+0.36%
+$605.44 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
+0.34%
+$72.96 
GD General Dynamics Corporation
+0.32%
+$86.62 
MRK Merck & Co., Inc.
+0.32%
+$4,810.24 
KD Kyndryl Holdings Inc.
+0.3%
+$7.8 
VSNT Versant Media Group, Inc.
+0.28%
+$0.4 
SPH Suburban Propane Partners L.P.
+0.27%
+$11.3 
JPM JPMorgan Chase & Co.
+0.27%
+$11,468 
FT Franklin Universal Trust
+0.25%
+$205.38 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.25%
+$14.07 
WCC Wesco International Inc.
+0.24%
+$63.14 
LGI Lazard Global Total Return and Income Fund, Inc.
+0.22%
+$16 
SO The Southern Company
+0.21%
+$85.4 
JNJ Johnson & Johnson
+0.21%
+$5,672.59 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$69.06 
T AT&T Inc.
+0.17%
+$81.76 
CB Chubb Limited
+0.15%
+$146.81 
TD The Toronto-Dominion Bank
+0.13%
+$96 
DTE DTE Energy Company
+0.12%
+$27.88 
ISRG Intuitive Surgical, Inc.
+0.1%
+$7.56 
C Citigroup Inc.
+0.1%
+$12.74 
AFL Aflac Inc.
+0.09%
+$85.8 
WMT Walmart Inc.
+0.09%
+$1,521.43 
ABT Abbott Laboratories
+0.09%
+$1,360.71 
AEP American Electric Power Company, Inc.
+0.06%
+$2.52 
HDV iShares Core High Dividend ETF
+0.04%
+$11.48 
DIS The Walt Disney Company
+0.03%
+$4.26 
NTCXF Natcore Technology Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
ORGN Origin Materials Inc.
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 
KPTI Karyopharm Therapeutics Inc.
-72.61%
-$509 
CTVA Corteva Inc.
-11.9%
-$5,878.39 
AAPL Apple Inc.
-7.35%
-$412,475.44 
SYK Stryker Corporation
-6.42%
-$781.9 
EVGO EVgo, Inc.
-5.39%
-$9 
EXEL Exelixis Inc.
-5.25%
-$2,940 
MSTR Strategy Inc.
-4.56%
-$7,136 
DNN Denison Mines Corp.
-3.77%
-$16.72 
SII Sprott Inc.
-3.43%
-$402.6 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$268.1 
PBI Pitney Bowes Inc.
-3.36%
-$76.25 
CI The Cigna Group
-2.99%
-$77.49 
FIRY Firy Inc.
-2.97%
-$2.03 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$1,342.92 
UA Under Armour Inc.
-2.84%
-$74.1 
QCOM QUALCOMM Incorporated
-2.63%
-$43,890.11 
ABBV AbbVie Inc.
-2.51%
-$3,539.09 
BA Boeing Company
-2.15%
-$1,380.4 
MOO VanEck Agribusiness ETF
-2.15%
-$28.8 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$11,753.64 
CRON Cronos Group Inc.
-2.08%
-$19.8 
KHC The Kraft Heinz Company
-2.01%
-$39.75 
NFLX Netflix, Inc.
-2%
-$438 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$81.18 
URNM Sprott Uranium Miners ETF
-1.78%
-$22 
APD Air Products and Chemicals, Inc.
-1.77%
-$1,784.16 
PINS Pinterest, Inc. Class A
-1.72%
-$33.6 
UNH UnitedHealth Group Incorporated
-1.68%
-$2,135.14 
ADM Archer-Daniels-Midland Co
-1.66%
-$211.72 
LRCX Lam Research Corporation
-1.58%
-$164.5 
GLD SPDR Gold Shares
-1.49%
-$843 
NVS Novartis AG Sponsored ADR
-1.45%
-$12,388.95 
NI NiSource Inc.
-1.42%
-$76.16 
IMNM Immunome Inc.
-1.39%
-$759.36 
SNEX StoneX Group Inc.
-1.35%
-$39.37 
FCX Freeport-McMoRan Inc.
-1.28%
-$20.25 
NYT New York Times Co.
-1.24%
-$401.38 
WTRG Essential Utilities Inc.
-1.24%
-$475.5 
HSY The Hershey Company
-1.23%
-$37.06 
MDLZ Mondelez International, Inc.
-1.22%
-$282.59 
NEE NextEra Energy, Inc.
-1.15%
-$8,943.55 
OMC Omnicom Group Inc.
-1.14%
-$90.09 
PGNY Progyny Inc.
-1.14%
-$36 
DE Deere & Company
-1.13%
-$1,013.2 
VTRS Viatris Inc.
-1.13%
-$9.8 
TXN Texas Instruments Inc
-1.08%
-$652.32 
LOW Lowe's Companies Inc.
-1.08%
-$23,017.82 
PLD Prologis Inc.
-1.08%
-$8,121.2 
INTC Intel Corporation
-1.02%
-$633.33 
KO The Coca-Cola Company
-1.02%
-$1,899.9 
RUM Rumble Inc.
-1.02%
-$1.38 
BTO John Hancock Financial Opportunities Fund
-1.01%
-$64.78 
UPS United Parcel Service, Inc.
-1%
-$26.25 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$1,266.5 
PPL PPL Corporation
-0.98%
-$425.25 
XOM Exxon Mobil Corporation
-0.97%
-$9,993.96 
ALC Alcon Inc.
-0.96%
-$1,059.94 
MCHP Microchip Technology Incorporated
-0.96%
-$32.4 
O Realty Income Corporation
-0.87%
-$324.24 
FE FirstEnergy Corp.
-0.82%
-$37.2 
FTS Fortis Inc.
-0.82%
-$36.19 
MCO Moody's Corporation
-0.81%
-$776 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$916.06 
CVS CVS Health Corporation
-0.75%
-$253.59 
MA Mastercard Incorporated
-0.74%
-$1,559.75 
GAB Gabelli Equity Trust Inc.
-0.71%
-$29.8 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$21.06 
AMGN Amgen Inc.
-0.64%
-$7,261.47 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$221.76 
AMT American Tower Corporation
-0.63%
-$209 
EFA iShares MSCI EAFE ETF
-0.62%
-$112.2 
PM Philip Morris International Inc.
-0.61%
-$706.81 
COMP Compass Inc.
-0.61%
-$301 
SBUX Starbucks Corporation
-0.57%
-$216 
PRU Prudential Financial, Inc.
-0.56%
-$184.23 
COF Capital One Financial Corporation
-0.54%
-$28.25 
LMND Lemonade Inc.
-0.54%
-$15.6 
LLY Eli Lilly and Company
-0.53%
-$766.25 
PEP PepsiCo, Inc.
-0.46%
-$4,045.44 
CGMU Capital Group Municipal Income ETF
-0.44%
-$50,681.16 
VGK Vanguard FTSE Europe ETF
-0.44%
-$78.4 
TRV The Travelers Companies, Inc.
-0.43%
-$9,181.79 
AADR Advisorshares Dorsey Wright ADR ETF
-0.38%
-$41.6 
VGT Vanguard Information Technology ETF
-0.38%
-$1,397.5 
FDX FedEx Corporation
-0.37%
-$3,093.5 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$588.29 
ABNB Airbnb, Inc.
-0.37%
-$18.48 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$68,225.9 
KVUE Kenvue Inc.
-0.36%
-$18.69 
TMUS T-Mobile US, Inc.
-0.36%
-$93.87 
FDVV Fidelity High Dividend ETF
-0.35%
-$122.54 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$49.28 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$61.88 
CCI Crown Castle Inc.
-0.27%
-$48.3 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$96.14 
IWN iShares Russell 2000 Value ETF
-0.25%
-$6,539.26 
TDVG T. Rowe Price Dividend Growth ETF
-0.24%
-$7,136.4 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$69.85 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.23%
-$30,933.06 
VB Vanguard Small-Cap ETF
-0.22%
-$27,818.16 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$48,210.21 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$3.78 
LSCC Lattice Semiconductor Corporation
-0.21%
-$5.2 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$9.75 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$844.32 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$15.12 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$13.9 
IBCB iShares iBonds Dec 2036 Term Corporate ETF
-0.16%
-$22,044.52 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.16%
-$21,101.84 
FMS Fresenius Medical Care AG & Co. KGaA ADR
-0.16%
-$19.12 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.15%
-$26.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$719.88 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.14%
-$17,342.33 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$26.03 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$0.45 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
-0.12%
-$16,262.04 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$112.69 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$3,215.7 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$125.15 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$3.48 
VO Vanguard Mid-Cap ETF
-0.05%
-$65.52 
HLNE Hamilton Lane Inc.
-0.04%
-$28.88 
V Visa Inc. Class A
-0.04%
-$67.48 
XEL Xcel Energy Inc.
-0.04%
-$7.5 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$2,377.13 
TGT Target Corporation
-0.01%
-$0.68 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2143 | Longs Won 1472/2143 68% | Profit Factor 15.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $346,379.44 |
| Average Win $47,162.91 | Best Trade (Aug 14) $10.06M | Sharpe Ratio -11.26 |
| Average Loss -$6,843.9 | Worst Trade (Aug 11) -$578,138.78 | Z-Score 21.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 2d | Expectancy $30,252.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AADR Advisorshares Dorsey Wright ADR ETF | 130 | $10,675 | $10,783.5 | - | $108.5 | 1.02% | -0.384% |
| AAPL Apple Inc. | 16,822 | $2.19M | $5.2M | - | $3.01M | 137.46% | -7.354% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 200 | $13,136.33 | $22,144 | - | $9,007.67 | 68.57% | +0.801% |
| ABBV AbbVie Inc. | 547 | $88,262.63 | $137,264.18 | - | $49,001.55 | 55.52% | -2.513% |
| ABNB Airbnb, Inc. | 33 | $2,822 | $5,000.16 | - | $2,178.16 | 77.18% | -0.368% |
| ABT Abbott Laboratories | 15,119 | $1.66M | $1.6M | - | -$61,767.37 | -3.72% | +0.085% |
| ADM Archer-Daniels-Midland Co | 158 | $14,577.69 | $12,524.66 | - | -$2,053.03 | -14.08% | -1.662% |
| ADP Automatic Data Processing Inc. | 7,764 | $1.85M | $2.07M | - | $213,849.17 | 11.53% | +0.982% |
| AEP American Electric Power Company, Inc. | 36 | $3,403.36 | $4,602.6 | - | $1,199.24 | 35.24% | +0.055% |
| AFL Aflac Inc. | 715 | $52,697.09 | $91,148.2 | - | $38,451.11 | 72.97% | +0.094% |
| AIPO Defiance AI & Power Infrastructure ETF | 370 | $12,362 | $10,593.1 | - | -$1,768.9 | -14.31% | +0.633% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 100 | $7,998.48 | $11,705 | - | $3,706.52 | 46.34% | +1.588% |
| ALC Alcon Inc. | 1,582 | $108,446 | $109,063.08 | - | $617.08 | 0.57% | -0.963% |
| AMAT Applied Materials, Inc. | 715 | $71,197.49 | $362,984.06 | - | $291,786.57 | 409.83% | +1.176% |
| AMGN Amgen Inc. | 2,928 | $680,117.16 | $1.13M | - | $447,631.32 | 65.82% | -0.64% |
| AMT American Tower Corporation | 190 | $40,253 | $32,938.4 | - | -$7,314.6 | -18.17% | -0.631% |
| AMZN Amazon.com Inc | 1,407 | $148,548.18 | $382,113.05 | - | $233,564.87 | 157.23% | +15.321% |
| APD Air Products and Chemicals, Inc. | 336 | $103,575.43 | $99,083.04 | - | -$4,492.39 | -4.34% | -1.769% |
| APO Apollo Global Management, Inc. | 100 | $6,379 | $12,559 | - | $6,180 | 96.88% | +4.441% |
| ATI ATI Inc. | 25 | $4,928 | $4,686 | - | -$242 | -4.91% | +3.046% |
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FAQ
Which stocks have generated the highest profits for Leslie Childs?
The largest contributions to the portfolio's profits come from the following stocks: iShares iBonds Dec 2031 Term Corporate ETF - $2.4M, iShares iBonds Dec 2030 Term Corporate ETF - $1.94M, iShares iBonds Dec 2032 Term Corporate ETF - $1.86M, WisdomTree U.S. High Dividend Fund - $1.86M, and Vanguard FTSE All-World ex-US ETF - $1.71M. 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: Becton, Dickinson and Company - $319,287.16, Pfizer Inc - $153,113.33, NextEra Energy, Inc - $126,091.86, 3M Company - $61,756, and The Clorox Company - $39,871.47. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Leslie Childs's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.55M earned over time. The largest contributors to dividend income include WisdomTree U.S. High Dividend Fund - $1.97M, iShares iBonds Dec 2031 Term Corporate ETF - $1.94M, iShares iBonds Dec 2032 Term Corporate ETF - $1.86M, Vanguard FTSE All-World ex-US ETF - $1.67M, and iShares iBonds Dec 2033 Term Corporate ETF - $1.57M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Leslie Childs's monthly returns?
Leslie Childs's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Leslie Childs's strategy be considered aggressive or moderate?
Leslie Childs'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 Leslie Childs's strategy?
Leslie Childs'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.
