Mark R. Satkoski

Mark R. Satkoski Portfolio

Invests via Midwest Capital Advisors, LLC | Managed by Michael D. DeSmyter, Mark R. Satkoski, Jack N. Tunge
Invests via Midwest Capital Advisors, LLC
Managed by Michael D. DeSmyter, Mark R. Satkoski, Jack N. Tunge
Automatically Tracked
Tracking: 0 Updated: 16 hours ago
Mark R. Satkoski Profile

Senior finance and operating executive focused on corporate finance, investor relations, and strategic growth across public and private companies. Mark R. Satkoski combines executive leadership in capital markets, M&A execution, and portfolio management with board-level governance and stakeholder communications. Known for managing capital raises, integrating acquisitions, and aligning operating performance with investor expectations, he is typically sought for CFO-level roles and turnaround assignments in capital-intensive sectors.

Senior finance and operating executive focused on corporate finance, investor relations, and strategic growth across public and private companies. Mark R. Satkoski combines executive leadership in capital markets, M&A execution, and portfolio management with board-level governance and stakeholder communications. Known for managing capital raises, integrating acquisitions, and aligning operating performance with investor expectations, he is typically sought for CFO-level roles and turnaround assignments in capital-intensive sectors.

Investment Philosophy & Strategy

Prioritizes disciplined, capital-efficient value creation through active capital allocation, operational remediation and strategic M&A in capital‑intensive sectors. Focuses on cash‑flow recovery, rigorous scenario underwriting and milestone‑based capital deployment to de‑risk turnarounds and growth investments. Employs a medium-term, event-driven time horizon, tight governance and transparent investor communications to align management incentives with shareholder outcomes while preserving liquidity and downside protection.

Prioritizes disciplined, capital-efficient value creation through active capital allocation, operational remediation and strategic M&A in capital‑intensive sectors. Focuses on cash‑flow recovery, rigorous scenario underwriting and milestone‑based capital deployment to de‑risk turnarounds and growth investments. Employs a medium-term, event-driven time horizon, tight governance and transparent investor communications to align management incentives with shareholder outcomes while preserving liquidity and downside protection.

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:
35.81%
Gain -0.84%
Monthly
1.54%
Yearly
20.13%
Drawdown
17.2%
$247.33M
Equity
Holdings
$247.33M
Investment
$214.34M
$51.62M
Profit -$1.63M
Realized
$18.63M
Unrealized
$32.99M
Dividends
$5.5M

Goals

Avg. 54.5% completed goals
Yearly
Gain > 5%
2026
9%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.84%
Profit
-$1.63M
Win %
72%
This Week
Compared To Last Week
Gain
0.01%
Profit
$35,634.95
Win %
72%
This Month
Compared to last month
Gain
-0.66%
Profit
-$1.63M
Win %
72%
This Year
Compared to last year
Gain
0.46%
Profit
$1.13M
Win %
72%
Amazon.com Inc logo
AMZN Amazon.com Inc
+15.32%
+$25,328.15
Alphabet Inc logo
GOOG Alphabet Inc
+6.88%
+$10,129.77
Alphabet Inc logo
GOOGL Alphabet Inc
+6.73%
+$12,448.38
Sollensys Corp logo
SOLS Sollensys Corp
+4.84%
+$141.78
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+3.28%
+$17.68
Microsoft Corp. logo
MSFT Microsoft Corp.
+3.02%
+$8,662.31
Credo Technology Group Holding Ltd. logo
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$1,843.92
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.93%
+$36,087.24
Cognizant Technology Solutions Corporation logo
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$323.35
Super Micro Computer Inc logo
SMCI Super Micro Computer Inc
+2.42%
+$53.6
Chevron Corporation logo
CVX Chevron Corporation
+2.35%
+$587.6
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
+2.32%
+$1,180.02
O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
+2.28%
+$477.6
Centene Corporation logo
CNC Centene Corporation
+2.27%
+$296.7
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
+2.19%
+$324.36
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
+1.9%
+$438.6
HubSpot, Inc. logo
HUBS HubSpot, Inc.
+1.83%
+$8.52
Kinder Morgan, Inc. logo
KMI Kinder Morgan, Inc.
+1.64%
+$368.16
Electra Battery Materials Corporation logo
ELBM Electra Battery Materials Corporation
+1.58%
+$5.8
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$11,996.16
KLA Corporation logo
KLAC KLA Corporation
+1.38%
+$771.9
iShares Core S&P U.S. Growth ETF logo
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$62.25
ProShares Ultra S&P500 logo
SSO ProShares Ultra S&P500
+1.35%
+$65.86
ConocoPhillips logo
COP ConocoPhillips
+1.22%
+$205.9
Amplify Cybersecurity ETF logo
HACK Amplify Cybersecurity ETF
+1.2%
+$245.11
Verisign Inc. logo
VRSN Verisign Inc.
+1.2%
+$172
Honeywell Aerospace Inc. logo
HONA Honeywell Aerospace Inc.
+1.18%
+$246.84
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
+1.15%
+$302.25
Schwab U.S. Large-Cap Growth ETF logo
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$661,036.98
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+1.1%
+$6,619.74
iShares MSCI Emerging Markets ex China ETF logo
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$4,261.96
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+1%
+$174.05
iShares S&P 100 ETF logo
OEF iShares S&P 100 ETF
+0.95%
+$768.12
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.92%
+$632.79
iShares U.S. Thematic Rotation Active ETF logo
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$56,789.48
Dt Midstream Inc. logo
DTM Dt Midstream Inc.
+0.9%
+$1,938.48
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
+0.87%
+$0.91
Alpha Architect US Equity 2 ETF logo
AAEQ Alpha Architect US Equity 2 ETF
+0.81%
+$2,813.73
Emerson Electric Co. logo
EMR Emerson Electric Co.
+0.79%
+$184.08
iShares U.S. Equity Factor Rotation Active ETF logo
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$183,248.56
SPDR Portfolio Emerging Markets ETF logo
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$22,685.13
Global X Defense Tech ETF logo
SHLD Global X Defense Tech ETF
+0.77%
+$61,323.84
Tesla, Inc. logo
TSLA Tesla, Inc.
+0.76%
+$63.72
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
+0.76%
+$131.45
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$44,878.72
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,004.7
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.71%
+$8,631.43
Caterpillar Inc. logo
CAT Caterpillar Inc.
+0.7%
+$708.75
Roper Technologies Inc. logo
ROP Roper Technologies Inc.
+0.7%
+$97.92
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+0.69%
+$67.5
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.69%
+$5,939.2
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$874.68
iShares A.I. Innovation and Tech Active ETF logo
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$60,938.07
Pacer Trendpilot 100 ETF logo
PTNQ Pacer Trendpilot 100 ETF
+0.62%
+$440.15
JPMorgan U.S. Tech Leaders ETF logo
JTEK JPMorgan U.S. Tech Leaders ETF
+0.62%
+$4.62
Schwab 1000 Index ETF logo
SCHK Schwab 1000 Index ETF
+0.61%
+$58.08
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$17,672.18
Calamos Autocallable Income ETF logo
CAIE Calamos Autocallable Income ETF
+0.56%
+$496.65
SPDR Dow Jones Industrial Average ETF Trust logo
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$89.92
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,428.88
Phillips 66 logo
PSX Phillips 66
+0.51%
+$123.12
Imax Corporation logo
IMAX Imax Corporation
+0.5%
+$10.8
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
+0.46%
+$117.8
iShares U.S. Technology ETF logo
IYW iShares U.S. Technology ETF
+0.46%
+$1,219.3
iShares International Dividend Active ETF logo
BIDD iShares International Dividend Active ETF
+0.43%
+$6,174.27
CSX Corporation logo
CSX CSX Corporation
+0.42%
+$149.52
Pfizer Inc. logo
PFE Pfizer Inc.
+0.4%
+$9
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.37%
+$1,365.12
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.37%
+$184.44
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.36%
+$55.8
General Dynamics Corporation logo
GD General Dynamics Corporation
+0.32%
+$68.32
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+0.32%
+$152.93
iShares MSCI USA Momentum Factor ETF logo
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$20,049.24
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+0.27%
+$305.5
SPDR Portfolio MSCI Global Stock Market ETF logo
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.22%
+$44.27
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.21%
+$184.44
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+0.2%
+$77.7
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$3,027.68
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$480.84
Timothy Plan US Large/Mid Cap Core ETF logo
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.16%
+$231.2
iShares Systematic Alternatives Active ETF logo
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$7,765.28
Schwab Fundamental U.S. Large Company Index ETF logo
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$25.36
DTE Energy Company logo
DTE DTE Energy Company
+0.12%
+$419.39
Timothy Plan US Small Cap Core ETF logo
TPSC Timothy Plan US Small Cap Core ETF
+0.11%
+$100.12
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+0.1%
+$37.44
Waste Management, Inc. logo
WM Waste Management, Inc.
+0.1%
+$79.86
Aflac Inc. logo
AFL Aflac Inc.
+0.09%
+$20.04
Walmart Inc. logo
WMT Walmart Inc.
+0.09%
+$90.3
Abbott Laboratories logo
ABT Abbott Laboratories
+0.09%
+$12.06
iShares Core 60/40 Balanced Allocation ETF logo
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$16
Putnam Focused Large Cap Value ETF logo
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$6,195.72
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
+0.06%
+$24.15
The Walt Disney Company logo
DIS The Walt Disney Company
+0.03%
+$9.15
Illumina, Inc. logo
ILMN Illumina, Inc.
+0.01%
+$0.72
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
iShares High Yield Systematic Bond ETF logo
HYDB iShares High Yield Systematic Bond ETF
0%
$0
iShares U.S. Infrastructure logo
IFRA iShares U.S. Infrastructure
0%
$0
Honeywell International Inc. logo
HONIV Honeywell International Inc.
0%
$0
G200
G2004J103
0%
$0
Reddit Inc Class A logo
RDDT Reddit Inc Class A
-20.99%
-$635.29
Apple Inc. logo
AAPL Apple Inc.
-7.35%
-$21,479.52
Gryphon Digital Mining, Inc logo
ABTC Gryphon Digital Mining, Inc
-6.44%
-$1.3
Stryker Corporation logo
SYK Stryker Corporation
-6.42%
-$23,501.68
Linde plc logo
LIN Linde plc
-5.95%
-$847.28
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-5.9%
-$20,084.05
Agilon Health Inc. logo
AGL Agilon Health Inc.
-5.31%
-$560.26
Grail, Inc. logo
GRAL Grail, Inc.
-3.63%
-$30.96
Space Exploration Technologies Corp. Class A logo
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$210.65
Eversource Energy logo
ES Eversource Energy
-3.05%
-$348.75
Ark 21Shares Bitcoin ETF logo
ARKB Ark 21Shares Bitcoin ETF
-2.93%
-$103.95
iShares Bitcoin Trust logo
IBIT iShares Bitcoin Trust
-2.89%
-$352.98
CoreWeave, Inc. logo
CRWV CoreWeave, Inc.
-2.88%
-$25.56
Martin Marietta Materials, Inc. logo
MLM Martin Marietta Materials, Inc.
-2.75%
-$1,218.52
Verisk Analytics Inc. logo
VRSK Verisk Analytics Inc.
-2.75%
-$341
Fidelity National Information Services, Inc. logo
FIS Fidelity National Information Services, Inc.
-2.67%
-$353.01
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-2.63%
-$27.93
Boeing Company logo
BA Boeing Company
-2.15%
-$14.28
iShares Silver Trust logo
SLV iShares Silver Trust
-2.13%
-$228
Six Flags Entertainment Corporation logo
FUN Six Flags Entertainment Corporation
-2.09%
-$185
Bumble Inc. logo
BMBL Bumble Inc.
-2.06%
-$0.06
Perrigo Company plc logo
PRGO Perrigo Company plc
-1.94%
-$10
American Water Works Company, Inc. logo
AWK American Water Works Company, Inc.
-1.93%
-$792
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,742.21
Lam Research Corporation logo
LRCX Lam Research Corporation
-1.58%
-$1,786
SPDR Gold Shares logo
GLD SPDR Gold Shares
-1.49%
-$112.4
iShares Gold Trust logo
IAU iShares Gold Trust
-1.46%
-$50,066.91
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
-1.45%
-$229
Southwest Airlines Co. logo
LUV Southwest Airlines Co.
-1.38%
-$13.23
Korea Electric Power Corporation Sponsored ADR logo
KEP Korea Electric Power Corporation Sponsored ADR
-1.32%
-$48
UBS Group AG logo
UBS UBS Group AG
-1.22%
-$2.6
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-1.21%
-$942.72
Gentex Corporation logo
GNTX Gentex Corporation
-1.18%
-$261.24
IQVIA Holdings Inc. logo
IQV IQVIA Holdings Inc.
-1.17%
-$135.73
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
-1.16%
-$307.23
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
-1.15%
-$624.18
Deere & Company logo
DE Deere & Company
-1.13%
-$720.8
Public Service Enterprise Group Incorporated logo
PEG Public Service Enterprise Group Incorporated
-1.12%
-$174.87
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
-1.08%
-$238.35
Intel Corporation logo
INTC Intel Corporation
-1.02%
-$2.79
The Coca-Cola Company logo
KO The Coca-Cola Company
-1.02%
-$418.5
Edwards Lifesciences Corporation logo
EW Edwards Lifesciences Corporation
-0.98%
-$246.5
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-0.97%
-$344.25
Vertex Pharmaceuticals Incorporated logo
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$464.6
FirstEnergy Corp. logo
FE FirstEnergy Corp.
-0.82%
-$217.6
iShares MSCI EAFE Growth ETF logo
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$17,192.91
Consolidated Edison, Inc. logo
ED Consolidated Edison, Inc.
-0.74%
-$959.85
BlackRock, Inc. logo
BLK BlackRock, Inc.
-0.73%
-$87.78
RPM International Inc. logo
RPM RPM International Inc.
-0.7%
-$95
Ishares International Country Rotational Active ETF logo
CORO Ishares International Country Rotational Active ETF
-0.7%
-$186,253.5
Duke Energy Corporation logo
DUK Duke Energy Corporation
-0.67%
-$310.8
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$11,546.86
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$148.05
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-0.62%
-$595.32
Ecolab Inc. logo
ECL Ecolab Inc.
-0.61%
-$203.49
MSCI Inc. logo
MSCI MSCI Inc.
-0.61%
-$91
Ross Stores, Inc. logo
ROST Ross Stores, Inc.
-0.59%
-$180
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
-0.58%
-$27.84
WEC Energy Group Inc. logo
WEC WEC Energy Group Inc.
-0.57%
-$85.68
iShares 10-20 Year Treasury Bond ETF logo
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,562.54
Prudential Financial, Inc. logo
PRU Prudential Financial, Inc.
-0.56%
-$51.75
Eli Lilly and Company logo
LLY Eli Lilly and Company
-0.53%
-$1,446.68
iShares MSCI EAFE Value ETF logo
EFV iShares MSCI EAFE Value ETF
-0.53%
-$5,922.39
Schwab U.S. REIT ETF logo
SCHH Schwab U.S. REIT ETF
-0.49%
-$6.48
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.47%
-$214.06
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-0.46%
-$53.76
SPDR Portfolio Mortgage Backed Bond ETF logo
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$26,818.3
Vanguard FTSE Europe ETF logo
VGK Vanguard FTSE Europe ETF
-0.44%
-$121.2
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-0.42%
-$62.55
Schwab U.S. Small-Cap ETF logo
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$27.56
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
-0.38%
-$44.72
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$89
Fidelity MSCI Information Technology Index ETF logo
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$2.88
Dollar General Corporation logo
DG Dollar General Corporation
-0.35%
-$37.35
iShares Russell Mid-Cap Growth ETF logo
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$2,131.39
iShares Russell Mid-Cap Value ETF logo
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$474.77
Schwab U.S. Aggregate Bond ETF logo
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$957.74
SPDR MSCI ACWI ex-US ETF logo
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$2,484.84
Royal Bank of Canada logo
RY Royal Bank of Canada
-0.29%
-$152.5
Vanguard Value ETF logo
VTV Vanguard Value ETF
-0.27%
-$8,266.94
iShares U.S. Treasury Bond ETF logo
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$30,838.38
Schwab U.S. Mid-Cap ETF logo
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$2,112.48
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$435.25
Fiserv, Inc. logo
FISV Fiserv, Inc.
-0.24%
-$31.72
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.24%
-$588.23
Huntington Bancshares Incorporated logo
HBAN Huntington Bancshares Incorporated
-0.23%
-$101.6
Vanguard Mid-Cap Value ETF logo
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$207.36
Vanguard Total International Bond ETF logo
BNDX Vanguard Total International Bond ETF
-0.23%
-$11,833.14
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-0.22%
-$66.66
iShares Systematic Bond ETF logo
SYSB iShares Systematic Bond ETF
-0.22%
-$5,387.64
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$754.92
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$5.85
First Trust Value Line Dividend Index Fund logo
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$125.82
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
-0.18%
-$110.51
iShares ESG Aware USD Corporate Bond ETF logo
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$421.76
Fifth Third Bancorp logo
FITB Fifth Third Bancorp
-0.16%
-$80.01
iShares Convertible Bond ETF logo
ICVT iShares Convertible Bond ETF
-0.13%
-$487.8
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
-0.11%
-$4.68
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$109.6
WisdomTree U.S. MidCap Dividend Fund logo
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$205.5
Schwab Fundamental U.S. Small Company ETF logo
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$6.42
iShares ESG Aware 1-5 Year USD Bond ETF logo
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$391.58
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
-0.08%
-$3,291.56
iShares S&P Mid-Cap 400 Growth ETF logo
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$130.56
iShares 0-5 Year TIPS Bond ETF logo
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$459.7
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
-0.05%
-$128.48
iShares Core 1-5 Year USD Bond ETF logo
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$31.12
Visa Inc. Class A logo
V Visa Inc. Class A
-0.04%
-$17.36
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$115.89
VictoryShares Short-Term Bond ETF logo
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$1,198.64
Target Corporation logo
TGT Target Corporation
-0.01%
-$0.04
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Dividends

Dividend Analysis

Yearly
$
Trades
756
Longs Won
534/756 70%
Profit Factor
23.01
Profitability
Shorts Won
0/0 0%
Standard Deviation
$341,516.18
Average Win
$101,067.87
Best Trade
(Aug 28) $6.06M
Sharpe Ratio
-11.81
Average Loss
-$10,566.48
Worst Trade
(Aug 03) -$448,817.16
Z-Score
10.52 (100%)
Commissions
$0
Avg. Trade Length
10m 1w 4d
Expectancy
$68,286.35
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 23,256 20,930 18,605 16,279 13,953 11,628 9,302 6,977 4,651 2,326
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Alpha Architect US Equity 2 ETF logo
AAEQ Alpha Architect US Equity 2 ETF
6,605 $325,831 $352,337.12 - $26,506.12 8.13%
+0.805%
Apple Inc. logo
AAPL Apple Inc.
876 $220,926.1 $270,605.16 - $49,679.06 22.49%
-7.354%
Abbott Laboratories logo
ABT Abbott Laboratories
134 $15,225.04 $14,163.8 - -$1,061.24 -6.97%
+0.085%
Gryphon Digital Mining, Inc logo
ABTC Gryphon Digital Mining, Inc
3.42 $87 $18.86 - -$68.14 -78.32%
-6.441%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
105 $22,308 $38,578.05 - $16,270.05 72.93%
+0.202%
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
345 $35,281.52 $44,108.25 - $8,826.73 25.02%
+0.055%
Aflac Inc. logo
AFL Aflac Inc.
167 $17,274 $21,289.16 - $4,015.16 23.24%
+0.094%
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
1,741 $168,783.46 $169,521.17 - $737.71 0.44%
-0.256%
Agilon Health Inc. logo
AGL Agilon Health Inc.
109 $863 $9,985.49 - $9,122.49 1,057.07%
-5.313%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
405 $48,919.99 $192,840.75 - $143,920.76 294.2%
-1.904%
Amazon.com Inc logo
AMZN Amazon.com Inc
702 $148,874.53 $190,649.15 - $41,774.62 28.06%
+15.321%
iShares Core 60/40 Balanced Allocation ETF logo
AOR iShares Core 60/40 Balanced Allocation ETF
400 $22,928 $27,412 - $4,484 19.56%
+0.058%
Ark 21Shares Bitcoin ETF logo
ARKB Ark 21Shares Bitcoin ETF
165 $5,905 $3,440.25 - -$2,464.75 -41.74%
-2.933%
Broadcom Inc. logo
AVGO Broadcom Inc.
948 $225,774.65 $369,037.44 - $143,262.79 63.45%
+0.371%
American Water Works Company, Inc. logo
AWK American Water Works Company, Inc.
300 $39,150 $40,251 - $1,101 2.81%
-1.93%
Boeing Company logo
BA Boeing Company
3 $649 $648.42 - -$0.58 -0.09%
-2.155%
iShares A.I. Innovation and Tech Active ETF logo
BAI iShares A.I. Innovation and Tech Active ETF
234,379 $7.55M $9.69M - $2.14M 28.27%
+0.633%
iShares International Dividend Active ETF logo
BIDD iShares International Dividend Active ETF
47,494 $1.3M $1.43M - $131,083.91 10.12%
+0.435%
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
82,291 $4.29M $4.28M - -$10,797.38 -0.25%
-0.077%
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
325 $64,588.87 $62,692.5 - -$1,896.37 -2.94%
-0.176%
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Mark R. Satkoski?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Quality Factor ETF - $3.38M, SPDR Portfolio Emerging Markets ETF - $3.1M, iShares International Dividend Active ETF - $2.79M, iShares Gold Trust - $2.16M, and iShares MSCI USA Momentum Factor ETF - $2.15M. 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: lululemon athletica inc - $87,926, ISHARES S&P 500 GROWTH ETF (3IS8) - $52,307.67, iShares Core S&P Small-Cap ETF - $45,658.07, Vanguard Mega Cap ETF - $38,248.2, and The Trade Desk, Inc. Class A - $21,839.45. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark R. Satkoski's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.5M earned over time. The largest contributors to dividend income include iShares International Dividend Active ETF - $646,369.93, SPDR Portfolio Emerging Markets ETF - $448,947.27, iShares Flexible Income Active ETF - $408,098.39, VictoryShares Short-Term Bond ETF - $381,377.07, and iShares U.S. Equity Factor Rotation Active ETF - $310,008.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark R. Satkoski's monthly returns?
Mark R. Satkoski'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 Mark R. Satkoski's strategy be considered aggressive or moderate?
Mark R. Satkoski'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 Mark R. Satkoski's strategy?
Mark R. Satkoski'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.
Account USV