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:
47.8%
Gain -0.18%
Monthly
0.87%
Yearly
10.96%
Drawdown
14.41%
$268.68M
Equity
Holdings
$268.68M
Investment
$214.3M
$60.13M
Profit -$351,960.17
Realized
$5.75M
Unrealized
$54.38M
Dividends
$21.39M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.18%
Profit
-$351,960.17
Win %
68%
This Week
Compared To Last Week
Gain
0.26%
Profit
$704,580.85
Win %
68%
This Month
Compared to last month
Gain
1.21%
Profit
$3.21M
Win %
68%
This Year
Compared to last year
Gain
-1.01%
Profit
-$2.75M
Win %
68%
HONA Honeywell Aerospace Inc.
+4.2%
+$1,425.84 
VSNT Versant Media Group, Inc.
+3.2%
+$4 
NI NiSource Inc.
+2.79%
+$136.85 
KMI Kinder Morgan, Inc.
+2.62%
+$4,586.38 
FDXF FedEx Freight Holding Company Inc.
+2.55%
+$3,739.32 
RTX RTX Corporation
+2.38%
+$43,810.47 
LMT Lockheed Martin Corporation
+2.3%
+$6,903.36 
UL Unilever PLC Sponsored American Depositary Receipt
+2.23%
+$1,043.29 
DTM Dt Midstream Inc.
+2.23%
+$217.3 
CRON Cronos Group Inc.
+2.19%
+$23.1 
COP ConocoPhillips
+2.17%
+$2,526.61 
CMCSA Comcast Corp
+2.16%
+$47 
CCI Crown Castle Inc.
+2.12%
+$391 
SHEL Shell plc
+2.05%
+$235.32 
PEP PepsiCo, Inc.
+2.04%
+$16,592.62 
PM Philip Morris International Inc.
+1.98%
+$2,372.05 
AEP American Electric Power Company, Inc.
+1.9%
+$85.14 
C Citigroup Inc.
+1.75%
+$210.7 
SO The Southern Company
+1.65%
+$627.69 
APO Apollo Global Management, Inc.
+1.62%
+$181 
VYNE Vyne Therapeutics Inc.
+1.61%
+$6.25 
MDLZ Mondelez International, Inc.
+1.6%
+$370.67 
JPM JPMorgan Chase & Co.
+1.6%
+$65,392 
AMT American Tower Corporation
+1.58%
+$545.3 
FTS Fortis Inc.
+1.55%
+$65.45 
PPL PPL Corporation
+1.55%
+$650.02 
ROK Rockwell Automation, Inc.
+1.55%
+$32.68 
MCHP Microchip Technology Incorporated
+1.53%
+$51.3 
COF Capital One Financial Corporation
+1.48%
+$73.5 
CVX Chevron Corporation
+1.47%
+$8,442.59 
KO The Coca-Cola Company
+1.42%
+$2,765.41 
GD General Dynamics Corporation
+1.41%
+$338.31 
WFC Wells Fargo & Company
+1.4%
+$486.04 
DVN Devon Energy Corporation
+1.39%
+$243.86 
HSY The Hershey Company
+1.36%
+$39.1 
OXY Occidental Petroleum Corporation
+1.35%
+$858.54 
PHIN Phinia Inc.
+1.3%
+$26.25 
PG Procter & Gamble Co
+1.22%
+$21,248.64 
PNC The PNC Financial Services Group, Inc.
+1.22%
+$7,178.8 
FE FirstEnergy Corp.
+1.2%
+$50.69 
LOW Lowe's Companies Inc.
+1.19%
+$23,524.8 
NEE NextEra Energy, Inc.
+1.11%
+$7,748.12 
XEL Xcel Energy Inc.
+1.1%
+$207.5 
MO Altria Group, Inc.
+1.09%
+$1,800.79 
ITA iShares U.S. Aerospace & Defense ETF
+1.07%
+$1,780.44 
HDV iShares Core High Dividend ETF
+1.06%
+$361.62 
MRK Merck & Co., Inc.
+1.06%
+$18,067.28 
FT Franklin Universal Trust
+1.02%
+$741.42 
VTRS Viatris Inc.
+1.01%
+$9.06 
ZTS Zoetis Inc.
+1.01%
+$19.75 
XOM Exxon Mobil Corporation
+1%
+$11,365.75 
DTE DTE Energy Company
+0.94%
+$198.44 
VZ Verizon Communications Inc.
+0.92%
+$935.21 
TMUS T-Mobile US, Inc.
+0.92%
+$214.56 
WTRG Essential Utilities Inc.
+0.89%
+$342.36 
TXN Texas Instruments Inc
+0.89%
+$537.84 
DIS The Walt Disney Company
+0.86%
+$135.61 
DHS WisdomTree U.S. High Dividend Fund
+0.86%
+$157,079.34 
O Realty Income Corporation
+0.85%
+$272.13 
CI The Cigna Group
+0.82%
+$22.14 
SOLS Sollensys Corp
+0.82%
+$51.02 
JNJ Johnson & Johnson
+0.81%
+$21,941.15 
KHC The Kraft Heinz Company
+0.8%
+$13.87 
BRK-B Berkshire Hathaway Inc.
+0.79%
+$1,573.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$299.26 
SPH Suburban Propane Partners L.P.
+0.76%
+$29.38 
BAC Bank of America Corporation
+0.74%
+$1,059.52 
AFL Aflac Inc.
+0.7%
+$589.87 
T AT&T Inc.
+0.68%
+$327.04 
BTO John Hancock Financial Opportunities Fund
+0.68%
+$38.71 
CB Chubb Limited
+0.68%
+$659.26 
AAPL Apple Inc.
+0.66%
+$37,681.28 
V Visa Inc. Class A
+0.65%
+$1,248.38 
KVUE Kenvue Inc.
+0.64%
+$32.04 
ITW Illinois Tool Works Inc.
+0.64%
+$326.97 
LLY Eli Lilly and Company
+0.63%
+$986.25 
TD The Toronto-Dominion Bank
+0.55%
+$396 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.55%
+$101.38 
CAPL CrossAmerica Partners L.P.
+0.51%
+$130.57 
TRV The Travelers Companies, Inc.
+0.5%
+$10,815.3 
SYK Stryker Corporation
+0.48%
+$49.17 
WMT Walmart Inc.
+0.46%
+$8,215.56 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+0.45%
+$47.8 
PFE Pfizer Inc.
+0.42%
+$485.75 
NVS Novartis AG Sponsored ADR
+0.41%
+$3,300.1 
APD Air Products and Chemicals, Inc.
+0.39%
+$384.72 
DOW Dow Inc.
+0.37%
+$10.78 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$124.96 
VGK Vanguard FTSE Europe ETF
+0.35%
+$60.76 
ISRG Intuitive Surgical, Inc.
+0.34%
+$30.45 
CVS CVS Health Corporation
+0.34%
+$99.51 
FCX Freeport-McMoRan Inc.
+0.32%
+$5.63 
CAT Caterpillar Inc.
+0.32%
+$15,107.77 
ADP Automatic Data Processing Inc.
+0.31%
+$6,910.04 
BA Boeing Company
+0.29%
+$156.6 
MCD McDonald's Corporation
+0.28%
+$341.55 
ADM Archer-Daniels-Midland Co
+0.28%
+$36.34 
EFA iShares MSCI EAFE ETF
+0.27%
+$47.6 
SBUX Starbucks Corporation
+0.23%
+$79.2 
ABBV AbbVie Inc.
+0.23%
+$350.09 
FDVV Fidelity High Dividend ETF
+0.19%
+$66.84 
AMGN Amgen Inc.
+0.17%
+$2,137.44 
NVDA NVIDIA Corporation
+0.12%
+$1,171.53 
OGN Organon & Co.
+0.11%
+$3.02 
UA Under Armour Inc.
+0.1%
+$1.95 
AADR Advisorshares Dorsey Wright ADR ETF
+0.1%
+$10.88 
MA Mastercard Incorporated
+0.1%
+$223.87 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$145.42 
TDVG T. Rowe Price Dividend Growth ETF
+0.09%
+$2,676.15 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$4.06 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.05%
+$8.8 
ABNB Airbnb, Inc.
+0.05%
+$2.64 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.03%
+$62.58 
IWD iShares Russell 1000 Value ETF
+0.02%
+$6.56 
VPLS Vanguard Core-Plus Bond ETF
+0.01%
+$1.12 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$0.01 
NTCXF Natcore Technology Inc.
0%
$0 
ORGN Origin Materials Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
BAND Bandwidth Inc.
-12.6%
-$118.75 
TWLO Twilio Inc.
-10.48%
-$429.75 
MSTR Strategy Inc.
-8.41%
-$20,368 
CRWD CrowdStrike Holdings, Inc.
-7.13%
-$697.6 
PLTR Palantir Technologies Inc.
-6.37%
-$127.75 
TMDX TransMedics Group Inc.
-6.26%
-$958 
RUM Rumble Inc.
-5.77%
-$8.16 
NOW ServiceNow, Inc.
-4.95%
-$5,328.76 
HPE Hewlett Packard Enterprise Company
-4.95%
-$145 
IMNM Immunome Inc.
-4.88%
-$2,017.05 
INTC Intel Corporation
-4.03%
-$2,615.04 
PENG Penguin Solutions, Inc.
-3.94%
-$122 
SNEX StoneX Group Inc.
-3.92%
-$88.12 
DOCU DocuSign Inc.
-3.88%
-$30.05 
ORCL Oracle Corporation
-3.29%
-$1,585.94 
LRCX Lam Research Corporation
-3.09%
-$299.95 
GLW Corning Incorporated
-3.09%
-$6,523.65 
AMAT Applied Materials, Inc.
-3.01%
-$9,252.11 
CRM Salesforce Inc
-2.71%
-$2,075.93 
COMP Compass Inc.
-2.5%
-$1,032 
NFLX Netflix, Inc.
-2.41%
-$525 
META Meta Platforms Inc Class A
-2.23%
-$6,304.18 
TER Teradyne, Inc.
-2.22%
-$114.15 
HLNE Hamilton Lane Inc.
-1.93%
-$1,164.87 
DNN Denison Mines Corp.
-1.91%
-$6.84 
MSFT Microsoft Corp.
-1.89%
-$77,413.43 
VGT Vanguard Information Technology ETF
-1.85%
-$7,345 
IWP iShares Russell Mid-Cap Growth ETF
-1.8%
-$277.76 
MTSI MACOM Technology Solutions Holdings, Inc.
-1.75%
-$71.25 
CSCO Cisco Systems, Inc.
-1.72%
-$7,862.34 
IWO iShares Russell 2000 Growth ETF
-1.67%
-$1,894.06 
LMND Lemonade Inc.
-1.65%
-$45.3 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-1.59%
-$90.69 
QGRO American Century U.S. Quality Growth ETF
-1.58%
-$167,197.25 
GOOGL Alphabet Inc
-1.57%
-$2,446.31 
AIPO Defiance AI & Power Infrastructure ETF
-1.56%
-$153.55 
PBI Pitney Bowes Inc.
-1.5%
-$32.5 
QQQ Invesco QQQ Trust, Series 1
-1.5%
-$3,821.55 
SPCX Space Exploration Technologies Corp. Class A
-1.49%
-$155.39 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
-1.49%
-$99 
DE Deere & Company
-1.46%
-$1,411.03 
GOOG Alphabet Inc
-1.45%
-$42,874.08 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-1.43%
-$315 
UNH UnitedHealth Group Incorporated
-1.37%
-$1,683.65 
PINS Pinterest, Inc. Class A
-1.36%
-$24.8 
IWF iShares Russell 1000 Growth ETF
-1.28%
-$3,355.88 
SII Sprott Inc.
-1.28%
-$158.95 
EVGO EVgo, Inc.
-1.26%
-$1.4 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.23%
-$1,776.28 
ETN Eaton Corporation plc
-1.2%
-$472.36 
VUG Vanguard Growth ETF
-1.19%
-$19,420.5 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
-1.09%
-$120.41 
QCOM QUALCOMM Incorporated
-1.08%
-$21,119.89 
TSLA Tesla, Inc.
-1.06%
-$242.92 
RVT Royce Small-Cap Trust, Inc.
-1.05%
-$56.87 
TTWO Take-Two Interactive Software, Inc.
-1.05%
-$39.6 
PWRD TCW Transform Systems ETF
-1.02%
-$30.75 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-0.96%
-$53.27 
FIRY Firy Inc.
-0.95%
-$0.77 
PGNY Progyny Inc.
-0.95%
-$26 
EXEL Exelixis Inc.
-0.91%
-$570 
URNM Sprott Uranium Miners ETF
-0.9%
-$9.87 
DXCM DexCom, Inc.
-0.9%
-$25.28 
IBM International Business Machines Corporation
-0.89%
-$5,072.43 
AZN AstraZeneca PLC American Depositary Shares
-0.88%
-$1,095.14 
GAB Gabelli Equity Trust Inc.
-0.86%
-$33.52 
ATI ATI Inc.
-0.85%
-$40.12 
VB Vanguard Small-Cap ETF
-0.82%
-$99,895.5 
VEEV Veeva Systems Inc.
-0.82%
-$820.15 
POW VistaShares Electrification Supercycle ETF
-0.79%
-$19 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.78%
-$78 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.78%
-$72.94 
NYT New York Times Co.
-0.77%
-$226.31 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-0.73%
-$164.13 
MCHI iShares MSCI China ETF
-0.72%
-$84.36 
TGT Target Corporation
-0.7%
-$37.06 
AMZN Amazon.com Inc
-0.59%
-$2,113.45 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$232.93 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$143.82 
PRU Prudential Financial, Inc.
-0.55%
-$170.88 
SMIN iShares MSCI India Small-Cap ETF
-0.54%
-$114 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$508.27 
WCC Wesco International Inc.
-0.52%
-$138.6 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.52%
-$31.15 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.52%
-$122,367.36 
IWV ISHARES RUSSELL 3000 ETF
-0.5%
-$59.13 
KPTI Karyopharm Therapeutics Inc.
-0.48%
-$0.17 
MOO VanEck Agribusiness ETF
-0.47%
-$6.24 
IWB iShares Russell 1000 ETF
-0.47%
-$224.01 
MCO Moody's Corporation
-0.45%
-$432 
IWN iShares Russell 2000 Value ETF
-0.44%
-$11,057.58 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
-0.41%
-$49.5 
DVA DaVita Inc.
-0.37%
-$14 
LSCC Lattice Semiconductor Corporation
-0.35%
-$7.5 
EMR Emerson Electric Co.
-0.34%
-$7,493.61 
LGI Lazard Global Total Return and Income Fund, Inc.
-0.3%
-$20 
SYY Sysco Corporation
-0.29%
-$23.5 
UPS United Parcel Service, Inc.
-0.28%
-$6.87 
ALC Alcon Inc.
-0.26%
-$268.94 
VO Vanguard Mid-Cap ETF
-0.25%
-$335.79 
CSX CSX Corporation
-0.25%
-$270.24 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.22%
-$38,377.02 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$48,210.48 
IWS iShares Russell Mid-Cap Value ETF
-0.2%
-$40.46 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.19%
-$25,603.06 
KD Kyndryl Holdings Inc.
-0.19%
-$4.87 
PLD Prologis Inc.
-0.19%
-$1,233.6 
IBCB iShares iBonds Dec 2036 Term Corporate ETF
-0.19%
-$24,800.08 
CEF Sprott Physical Gold and Silver Trust
-0.18%
-$1,025.03 
GLD SPDR Gold Shares
-0.15%
-$88.5 
ESS Essex Property Trust, Inc.
-0.14%
-$14.06 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.14%
-$18,044.28 
CGMU Capital Group Municipal Income ETF
-0.13%
-$14,782 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
-0.12%
-$16,262.04 
ABT Abbott Laboratories
-0.12%
-$1,889.87 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$3,215.7 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.1%
-$12,387.37 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.1%
-$1.68 
JMUB JPMorgan Municipal Bond ETF
-0.08%
-$81.96 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.08%
-$334.23 
CTVA Corteva Inc.
-0.08%
-$5.53 
OMC Omnicom Group Inc.
-0.07%
-$5.45 
NSC Norfolk Southern Corporation
-0.07%
-$1,131.43 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$299.95 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$2.92 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.05%
-$5.46 
BMY Bristol-Myers Squibb Company
-0.05%
-$33.39 
FDX FedEx Corporation
-0.04%
-$322.8 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.04%
-$5,275.46 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$12.65 
JCPB JPMorgan Core Plus Bond ETF
-0.03%
-$9.53 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.01%
-$0.69 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2143 | Longs Won 1384/2143 64% | Profit Factor 8.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $337,172.84 |
| Average Win $48,998.76 | Best Trade (Oct 15) $10.09M | Sharpe Ratio -11.26 |
| Average Loss -$10,119.72 | Worst Trade (Oct 15) -$988,259.63 | Z-Score 11.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 5d | Expectancy $28,060.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AADR Advisorshares Dorsey Wright ADR ETF | 130 | $10,675 | $10,500.1 | - | -$174.9 | -1.64% | +0.104% |
| AAPL Apple Inc. | 16,822 | $2.19M | $5.79M | - | $3.6M | 164.62% | +0.655% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 200 | $13,136.33 | $21,757 | - | $8,620.67 | 65.62% | -1.427% |
| ABBV AbbVie Inc. | 547 | $88,262.63 | $155,369.88 | - | $67,107.25 | 76.03% | +0.226% |
| ABNB Airbnb, Inc. | 33 | $2,822 | $5,753.88 | - | $2,931.88 | 103.89% | +0.046% |
| ABT Abbott Laboratories | 15,119 | $1.66M | $1.58M | - | -$79,078.63 | -4.76% | -0.119% |
| ADM Archer-Daniels-Midland Co | 158 | $14,577.69 | $13,139.28 | - | -$1,438.41 | -9.87% | +0.277% |
| ADP Automatic Data Processing Inc. | 7,764 | $1.85M | $2.22M | - | $369,750.37 | 19.93% | +0.312% |
| AEP American Electric Power Company, Inc. | 36 | $3,403.36 | $4,559.58 | - | $1,156.22 | 33.97% | +1.903% |
| AFL Aflac Inc. | 715 | $52,697.09 | $84,995.62 | - | $32,298.53 | 61.29% | +0.699% |
| AIPO Defiance AI & Power Infrastructure ETF | 370 | $12,362 | $9,673.65 | - | -$2,688.35 | -21.75% | -1.563% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 100 | $7,998.48 | $9,963 | - | $1,964.52 | 24.56% | -0.777% |
| ALC Alcon Inc. | 1,582 | $108,446 | $105,060.62 | - | -$3,385.38 | -3.12% | -0.255% |
| AMAT Applied Materials, Inc. | 715 | $71,197.49 | $298,205.05 | - | $227,007.56 | 318.84% | -3.009% |
| AMGN Amgen Inc. | 2,928 | $680,117.16 | $1.27M | - | $592,860.12 | 87.17% | +0.168% |
| AMT American Tower Corporation | 190 | $40,253 | $35,003.7 | - | -$5,249.3 | -13.04% | +1.582% |
| AMZN Amazon.com Inc | 1,407 | $148,548.18 | $356,333.87 | - | $207,785.69 | 139.88% | -0.59% |
| APD Air Products and Chemicals, Inc. | 336 | $103,575.43 | $100,042.32 | - | -$3,533.11 | -3.41% | +0.386% |
| APO Apollo Global Management, Inc. | 100 | $6,379 | $11,368 | - | $4,989 | 78.21% | +1.618% |
| ATI ATI Inc. | 25 | $4,928 | $4,692.62 | - | -$235.38 | -4.78% | -0.848% |
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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, WisdomTree U.S. High Dividend Fund - $1.96M, iShares iBonds Dec 2030 Term Corporate ETF - $1.94M, iShares iBonds Dec 2032 Term Corporate ETF - $1.92M, and Vanguard FTSE All-World ex-US ETF - $1.76M. 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 - $120,573.42, 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 $21.39M earned over time. The largest contributors to dividend income include WisdomTree U.S. High Dividend Fund - $2.07M, iShares iBonds Dec 2031 Term Corporate ETF - $1.94M, iShares iBonds Dec 2032 Term Corporate ETF - $1.92M, Vanguard FTSE All-World ex-US ETF - $1.72M, and iShares iBonds Dec 2033 Term Corporate ETF - $1.62M. 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.
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