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: Yesterday at 03:31 PM
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:
34.33%
Gain -0.64%
Monthly
1.38%
Yearly
17.91%
Drawdown
17.2%
$244.97M
Equity
Holdings
$244.97M
Investment
$214.34M
$49.26M
Profit -$1.24M
Realized
$18.63M
Unrealized
$30.63M
Dividends
$5.86M

Goals

Avg. 48.5% completed goals
Yearly
Gain > 5%
2026
0%
Yearly
Gain < 20%
2026
97%
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$1.24M
Win %
70%
This Week
Compared To Last Week
Gain
-2.14%
Profit
-$5.36M
Win %
70%
This Month
Compared to last month
Gain
-0.97%
Profit
-$2.4M
Win %
70%
This Year
Compared to last year
Gain
-0.5%
Profit
-$1.23M
Win %
70%
Honeywell Aerospace Inc. logo
HONA Honeywell Aerospace Inc.
+3.48%
+$578.34
Kinder Morgan, Inc. logo
KMI Kinder Morgan, Inc.
+2.51%
+$584.1
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.25%
+$2,450.5
Dt Midstream Inc. logo
DTM Dt Midstream Inc.
+2.24%
+$4,192.16
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+2.16%
+$233.1
Martin Marietta Materials, Inc. logo
MLM Martin Marietta Materials, Inc.
+1.98%
+$798.68
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+1.88%
+$1,335.52
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.84%
+$255.38
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
+1.83%
+$783.15
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
+1.81%
+$371.7
The Walt Disney Company logo
DIS The Walt Disney Company
+1.78%
+$600.85
Public Service Enterprise Group Incorporated logo
PEG Public Service Enterprise Group Incorporated
+1.76%
+$248.24
Fifth Third Bancorp logo
FITB Fifth Third Bancorp
+1.73%
+$773.43
BlackRock, Inc. logo
BLK BlackRock, Inc.
+1.7%
+$209.44
Duke Energy Corporation logo
DUK Duke Energy Corporation
+1.69%
+$741.85
Electra Battery Materials Corporation logo
ELBM Electra Battery Materials Corporation
+1.68%
+$5.66
ConocoPhillips logo
COP ConocoPhillips
+1.63%
+$327.31
WEC Energy Group Inc. logo
WEC WEC Energy Group Inc.
+1.57%
+$227.12
General Dynamics Corporation logo
GD General Dynamics Corporation
+1.55%
+$292.6
The Coca-Cola Company logo
KO The Coca-Cola Company
+1.52%
+$651
Consolidated Edison, Inc. logo
ED Consolidated Edison, Inc.
+1.49%
+$1,943.4
O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
+1.49%
+$316.8
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
+1.47%
+$228.99
Global X Defense Tech ETF logo
SHLD Global X Defense Tech ETF
+1.47%
+$113,704.62
Ross Stores, Inc. logo
ROST Ross Stores, Inc.
+1.43%
+$403.2
Procter & Gamble Co logo
PG Procter & Gamble Co
+1.41%
+$772.56
Huntington Bancshares Incorporated logo
HBAN Huntington Bancshares Incorporated
+1.4%
+$546.1
Linde plc logo
LIN Linde plc
+1.37%
+$188.58
FirstEnergy Corp. logo
FE FirstEnergy Corp.
+1.33%
+$329.12
Eversource Energy logo
ES Eversource Energy
+1.3%
+$133.3
Aflac Inc. logo
AFL Aflac Inc.
+1.26%
+$248.83
American Water Works Company, Inc. logo
AWK American Water Works Company, Inc.
+1.21%
+$484.5
Schwab U.S. REIT ETF logo
SCHH Schwab U.S. REIT ETF
+1.21%
+$14.58
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
+1.19%
+$243.1
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+1.18%
+$639.7
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+1.11%
+$543.84
Chevron Corporation logo
CVX Chevron Corporation
+1.08%
+$308.75
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.06%
+$932.64
Eli Lilly and Company logo
LLY Eli Lilly and Company
+1.06%
+$3,119.92
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+1.05%
+$206.5
Apple Inc. logo
AAPL Apple Inc.
+1.03%
+$3,092.28
Royal Bank of Canada logo
RY Royal Bank of Canada
+1.03%
+$505
First Trust Value Line Dividend Index Fund logo
FVD First Trust Value Line Dividend Index Fund
+1.02%
+$699
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
+0.99%
+$249.24
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+0.98%
+$2,466.48
Visa Inc. Class A logo
V Visa Inc. Class A
+0.97%
+$482.36
Phillips 66 logo
PSX Phillips 66
+0.92%
+$301.53
RPM International Inc. logo
RPM RPM International Inc.
+0.91%
+$113.75
iShares MSCI EAFE Value ETF logo
EFV iShares MSCI EAFE Value ETF
+0.9%
+$9,847.69
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.88%
+$2,404.22
Fiserv, Inc. logo
FISV Fiserv, Inc.
+0.87%
+$100.04
Dollar General Corporation logo
DG Dollar General Corporation
+0.87%
+$96.28
DTE Energy Company logo
DTE DTE Energy Company
+0.85%
+$2,701.36
Gentex Corporation logo
GNTX Gentex Corporation
+0.85%
+$167.94
UBS Group AG logo
UBS UBS Group AG
+0.81%
+$1.54
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.78%
+$122.4
Walmart Inc. logo
WMT Walmart Inc.
+0.74%
+$790.12
WisdomTree U.S. MidCap Dividend Fund logo
DON WisdomTree U.S. MidCap Dividend Fund
+0.73%
+$1,664.55
Vanguard FTSE Europe ETF logo
VGK Vanguard FTSE Europe ETF
+0.73%
+$192.41
iShares U.S. Infrastructure logo
IFRA iShares U.S. Infrastructure
+0.71%
+$856.4
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
+0.68%
+$155.1
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.65%
+$256.5
Vanguard Mid-Cap Value ETF logo
VOE Vanguard Mid-Cap Value ETF
+0.64%
+$565.92
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
+0.63%
+$341.25
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+0.62%
+$577.28
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
+0.58%
+$87
Stryker Corporation logo
SYK Stryker Corporation
+0.56%
+$1,725.27
Vanguard Value ETF logo
VTV Vanguard Value ETF
+0.54%
+$16,744.34
Imax Corporation logo
IMAX Imax Corporation
+0.52%
+$12.15
Boeing Company logo
BA Boeing Company
+0.51%
+$2.87
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.5%
+$8,598.8
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+0.5%
+$212.1
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
+0.5%
+$23.49
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
+0.45%
+$115.5
Waste Management, Inc. logo
WM Waste Management, Inc.
+0.42%
+$344.85
Prudential Financial, Inc. logo
PRU Prudential Financial, Inc.
+0.39%
+$33.75
Korea Electric Power Corporation Sponsored ADR logo
KEP Korea Electric Power Corporation Sponsored ADR
+0.37%
+$12
Southwest Airlines Co. logo
LUV Southwest Airlines Co.
+0.37%
+$3.15
Pfizer Inc. logo
PFE Pfizer Inc.
+0.36%
+$9.45
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
+0.36%
+$10.92
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+0.35%
+$31.5
Putnam Focused Large Cap Value ETF logo
PVAL Putnam Focused Large Cap Value ETF
+0.34%
+$38,206.94
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.31%
+$74
CSX Corporation logo
CSX CSX Corporation
+0.3%
+$103.24
iShares MSCI EAFE Growth ETF logo
EFG iShares MSCI EAFE Growth ETF
+0.29%
+$6,470.45
Schwab Fundamental U.S. Large Company Index ETF logo
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.25%
+$50.72
iShares 10-20 Year Treasury Bond ETF logo
TLH iShares 10-20 Year Treasury Bond ETF
+0.24%
+$653.44
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
+0.23%
+$57
Ecolab Inc. logo
ECL Ecolab Inc.
+0.2%
+$70.21
Schwab U.S. Aggregate Bond ETF logo
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$615.69
SPDR Dow Jones Industrial Average ETF Trust logo
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.17%
+$29.12
Verisk Analytics Inc. logo
VRSK Verisk Analytics Inc.
+0.17%
+$19.84
Bumble Inc. logo
BMBL Bumble Inc.
+0.17%
+$0.01
SPDR Portfolio Mortgage Backed Bond ETF logo
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.16%
+$9,386.41
Ishares International Country Rotational Active ETF logo
CORO Ishares International Country Rotational Active ETF
+0.15%
+$40,975.77
SPDR MSCI ACWI ex-US ETF logo
CWI SPDR MSCI ACWI ex-US ETF
+0.14%
+$1,138.88
iShares U.S. Treasury Bond ETF logo
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$15,419.7
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$461.34
iShares 0-5 Year TIPS Bond ETF logo
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$1,195.22
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
+0.13%
+$5,348.91
iShares ESG Aware USD Corporate Bond ETF logo
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.11%
+$262.55
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$182.81
iShares Russell Mid-Cap Value ETF logo
IWS iShares Russell Mid-Cap Value ETF
+0.11%
+$164.34
iShares International Dividend Active ETF logo
BIDD iShares International Dividend Active ETF
+0.1%
+$1,443.82
iShares Core 1-5 Year USD Bond ETF logo
ISTB iShares Core 1-5 Year USD Bond ETF
+0.1%
+$70.02
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 Systematic Bond ETF logo
SYSB iShares Systematic Bond ETF
+0.07%
+$1,559.58
Perrigo Company plc logo
PRGO Perrigo Company plc
+0.06%
+$0.5
Timothy Plan US Small Cap Core ETF logo
TPSC Timothy Plan US Small Cap Core ETF
+0.06%
+$47.23
Sollensys Corp logo
SOLS Sollensys Corp
+0.05%
+$1.51
VictoryShares Short-Term Bond ETF logo
USTB VictoryShares Short-Term Bond ETF
+0.03%
+$1,797.96
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
+0.02%
+$5.5
SPDR Gold Shares logo
GLD SPDR Gold Shares
+0.02%
+$1.4
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+0.01%
+$2.08
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
iShares Gold Trust logo
IAU iShares Gold Trust
0%
$0
Honeywell International Inc. logo
HONIV Honeywell International Inc.
0%
$0
G200
G2004J103
0%
$0
Grail, Inc. logo
GRAL Grail, Inc.
-10.32%
-$167.7
CoreWeave, Inc. logo
CRWV CoreWeave, Inc.
-9.52%
-$79.62
Super Micro Computer Inc logo
SMCI Super Micro Computer Inc
-7.38%
-$207.2
HubSpot, Inc. logo
HUBS HubSpot, Inc.
-5.59%
-$26.72
Amplify Cybersecurity ETF logo
HACK Amplify Cybersecurity ETF
-4.51%
-$1,064.39
Gryphon Digital Mining, Inc logo
ABTC Gryphon Digital Mining, Inc
-4.48%
-$1.25
Intel Corporation logo
INTC Intel Corporation
-3.88%
-$11.1
Lam Research Corporation logo
LRCX Lam Research Corporation
-3.58%
-$3,771.5
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-3.55%
-$12,854.5
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-3.49%
-$7,942.04
iShares A.I. Innovation and Tech Active ETF logo
BAI iShares A.I. Innovation and Tech Active ETF
-3.44%
-$349,224.71
JPMorgan U.S. Tech Leaders ETF logo
JTEK JPMorgan U.S. Tech Leaders ETF
-3.43%
-$27.96
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
-2.96%
-$1,977.78
KLA Corporation logo
KLAC KLA Corporation
-2.83%
-$1,531.4
Credo Technology Group Holding Ltd. logo
CRDO Credo Technology Group Holding Ltd.
-2.74%
-$1,525.68
Illumina, Inc. logo
ILMN Illumina, Inc.
-2.63%
-$507.6
Broadcom Inc. logo
AVGO Broadcom Inc.
-2.62%
-$8,565.17
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-2.24%
-$16.48
Space Exploration Technologies Corp. Class A logo
SPCX Space Exploration Technologies Corp. Class A
-2.21%
-$180.95
Agilon Health Inc. logo
AGL Agilon Health Inc.
-1.93%
-$185.84
iShares U.S. Technology ETF logo
IYW iShares U.S. Technology ETF
-1.85%
-$5,390.98
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
-1.82%
-$231.92
Fidelity MSCI Information Technology Index ETF logo
FTEC Fidelity MSCI Information Technology Index ETF
-1.82%
-$15.96
iShares MSCI USA Momentum Factor ETF logo
MTUM iShares MSCI USA Momentum Factor ETF
-1.82%
-$134,230.74
Microsoft Corp. logo
MSFT Microsoft Corp.
-1.67%
-$5,717.64
iShares Russell Mid-Cap Growth ETF logo
IWP iShares Russell Mid-Cap Growth ETF
-1.63%
-$10,880.11
Alphabet Inc logo
GOOGL Alphabet Inc
-1.62%
-$3,141.18
Pacer Trendpilot 100 ETF logo
PTNQ Pacer Trendpilot 100 ETF
-1.51%
-$1,141.14
Edwards Lifesciences Corporation logo
EW Edwards Lifesciences Corporation
-1.51%
-$385.7
iShares Convertible Bond ETF logo
ICVT iShares Convertible Bond ETF
-1.5%
-$5,251.98
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-1.47%
-$2,112.82
Alphabet Inc logo
GOOG Alphabet Inc
-1.45%
-$2,202.8
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
-1.3%
-$1.22
Six Flags Entertainment Corporation logo
FUN Six Flags Entertainment Corporation
-1.29%
-$55
IQVIA Holdings Inc. logo
IQV IQVIA Holdings Inc.
-1.26%
-$168.07
Centene Corporation logo
CNC Centene Corporation
-1.22%
-$184.9
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-1.19%
-$14.91
iShares MSCI Emerging Markets ex China ETF logo
EMXC iShares MSCI Emerging Markets ex China ETF
-1.14%
-$4,851.37
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
-1.12%
-$7,153.59
Tesla, Inc. logo
TSLA Tesla, Inc.
-1.11%
-$108.27
Schwab U.S. Large-Cap Growth ETF logo
SCHG Schwab U.S. Large-Cap Growth ETF
-1.08%
-$678,432.69
Deere & Company logo
DE Deere & Company
-1.06%
-$729.81
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$65,715.3
iShares Core S&P U.S. Growth ETF logo
IUSG iShares Core S&P U.S. Growth ETF
-1%
-$48.12
Verisign Inc. logo
VRSN Verisign Inc.
-0.98%
-$149.5
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.98%
-$8,653.48
iShares Bitcoin Trust logo
IBIT iShares Bitcoin Trust
-0.97%
-$149.85
Cognizant Technology Solutions Corporation logo
CTSH Cognizant Technology Solutions Corporation
-0.94%
-$137.15
SPDR Portfolio Emerging Markets ETF logo
SPEM SPDR Portfolio Emerging Markets ETF
-0.94%
-$27,920.16
Ark 21Shares Bitcoin ETF logo
ARKB Ark 21Shares Bitcoin ETF
-0.92%
-$41.25
iShares S&P Mid-Cap 400 Growth ETF logo
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.85%
-$1,517.76
ProShares Ultra S&P500 logo
SSO ProShares Ultra S&P500
-0.81%
-$42.18
Fidelity National Information Services, Inc. logo
FIS Fidelity National Information Services, Inc.
-0.8%
-$83.23
Vertex Pharmaceuticals Incorporated logo
VRTX Vertex Pharmaceuticals Incorporated
-0.78%
-$400.97
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.69%
-$294.14
MSCI Inc. logo
MSCI MSCI Inc.
-0.63%
-$93.99
Schwab U.S. Small-Cap ETF logo
SCHA Schwab U.S. Small-Cap ETF
-0.6%
-$41.34
Calamos Autocallable Income ETF logo
CAIE Calamos Autocallable Income ETF
-0.6%
-$529.76
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-0.52%
-$151.5
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.49%
-$873.98
iShares U.S. Thematic Rotation Active ETF logo
THRO iShares U.S. Thematic Rotation Active ETF
-0.48%
-$31,398.6
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$14,553.56
Schwab 1000 Index ETF logo
SCHK Schwab 1000 Index ETF
-0.45%
-$43.56
iShares Systematic Alternatives Active ETF logo
IALT iShares Systematic Alternatives Active ETF
-0.43%
-$25,237.16
iShares U.S. Equity Factor Rotation Active ETF logo
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.42%
-$101,996.84
Schwab U.S. Mid-Cap ETF logo
SCHM Schwab U.S. Mid-Cap ETF
-0.42%
-$3,403.44
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.41%
-$1,928.09
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.4%
-$3,561.17
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
-0.39%
-$4,526.95
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.39%
-$4,866.22
iShares S&P 100 ETF logo
OEF iShares S&P 100 ETF
-0.36%
-$310.8
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-0.33%
-$4,550.4
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
-0.3%
-$5,071.23
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$205.5
SPDR Portfolio MSCI Global Stock Market ETF logo
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.2%
-$39.61
Roper Technologies Inc. logo
ROP Roper Technologies Inc.
-0.19%
-$26.28
iShares Silver Trust logo
SLV iShares Silver Trust
-0.14%
-$14
iShares High Yield Systematic Bond ETF logo
HYDB iShares High Yield Systematic Bond ETF
-0.13%
-$10.5
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
-0.11%
-$281.69
Schwab Fundamental U.S. Small Company ETF logo
FNDA Schwab Fundamental U.S. Small Company ETF
-0.1%
-$7.49
Reddit Inc Class A logo
RDDT Reddit Inc Class A
-0.09%
-$2.55
iShares Core 60/40 Balanced Allocation ETF logo
AOR iShares Core 60/40 Balanced Allocation ETF
-0.08%
-$22
Vanguard Total International Bond ETF logo
BNDX Vanguard Total International Bond ETF
-0.05%
-$2,689.35
Caterpillar Inc. logo
CAT Caterpillar Inc.
-0.05%
-$46.88
Abbott Laboratories logo
ABT Abbott Laboratories
-0.04%
-$6.03
Union Pacific Corporation logo
UNP Union Pacific Corporation
-0.04%
-$28.44
Emerson Electric Co. logo
EMR Emerson Electric Co.
-0.04%
-$9.36
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
-0.03%
-$1.36
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$130.41
Target Corporation logo
TGT Target Corporation
-0.03%
-$0.1
Timothy Plan US Large/Mid Cap Core ETF logo
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.02%
-$28.9
Alpha Architect US Equity 2 ETF logo
AAEQ Alpha Architect US Equity 2 ETF
-0.02%
-$66.05
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Dividends

Dividend Analysis

Yearly
$
Trades
756
Longs Won
525/756 69%
Profit Factor
14.82
Profitability
Shorts Won
0/0 0%
Standard Deviation
$339,011.21
Average Win
$100,617.44
Best Trade
(Oct 15) $6.61M
Sharpe Ratio
-11.81
Average Loss
-$15,430.71
Worst Trade
(Oct 15) -$641,748.16
Z-Score
8.12 (100%)
Commissions
$0
Avg. Trade Length
11m 6d
Expectancy
$65,158.28
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 15,873 14,286 12,698 11,111 9,524 7,937 6,349 4,762 3,175 1,587
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 $365,256.5 - $39,425.5 12.1%
-0.018%
Apple Inc. logo
AAPL Apple Inc.
876 $220,926.1 $302,684.28 - $81,758.18 37.01%
+1.032%
Abbott Laboratories logo
ABT Abbott Laboratories
134 $15,225.04 $14,021.09 - -$1,203.95 -7.91%
-0.043%
Gryphon Digital Mining, Inc logo
ABTC Gryphon Digital Mining, Inc
3.42 $87 $26.57 - -$60.43 -69.46%
-4.484%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
105 $22,308 $42,626.85 - $20,318.85 91.08%
+0.5%
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
345 $35,281.52 $43,663.2 - $8,381.68 23.76%
+1.826%
Aflac Inc. logo
AFL Aflac Inc.
167 $17,274 $19,963.18 - $2,689.18 15.57%
+1.262%
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
1,741 $168,783.46 $166,291.61 - -$2,491.85 -1.48%
+0.11%
Agilon Health Inc. logo
AGL Agilon Health Inc.
109 $863 $9,455.2 - $8,592.2 995.62%
-1.928%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
405 $48,919.99 $219,761.1 - $170,841.11 349.23%
-3.488%
Amazon.com Inc logo
AMZN Amazon.com Inc
702 $148,874.53 $177,967.53 - $29,093 19.54%
-0.489%
iShares Core 60/40 Balanced Allocation ETF logo
AOR iShares Core 60/40 Balanced Allocation ETF
400 $22,928 $27,438 - $4,510 19.67%
-0.08%
Ark 21Shares Bitcoin ETF logo
ARKB Ark 21Shares Bitcoin ETF
165 $5,905 $4,458.3 - -$1,446.7 -24.5%
-0.917%
Broadcom Inc. logo
AVGO Broadcom Inc.
948 $225,774.65 $317,859.66 - $92,085.01 40.79%
-2.624%
American Water Works Company, Inc. logo
AWK American Water Works Company, Inc.
300 $39,150 $40,396.5 - $1,246.5 3.18%
+1.214%
Boeing Company logo
BA Boeing Company
3 $649 $569.05 - -$79.95 -12.32%
+0.506%
iShares A.I. Innovation and Tech Active ETF logo
BAI iShares A.I. Innovation and Tech Active ETF
234,379 $7.55M $9.81M - $2.25M 29.82%
-3.439%
iShares International Dividend Active ETF logo
BIDD iShares International Dividend Active ETF
47,494 $1.3M $1.4M - $101,637.58 7.84%
+0.103%
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
82,291 $4.29M $4.18M - -$112,426.77 -2.62%
+0.128%
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
325 $64,588.87 $54,226.25 - -$10,362.62 -16.04%
+0.633%
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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 - $3.39M, SPDR Portfolio Emerging Markets ETF - $3.1M, iShares International Dividend Active ETF - $2.79M, iShares MSCI USA Momentum Factor ETF - $2.17M, and iShares Gold Trust - $2.16M. 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) - $51,505.99, iShares Core S&P Small-Cap ETF - $44,181.74, 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 $5.86M earned over time. The largest contributors to dividend income include iShares International Dividend Active ETF - $650,322.05, SPDR Portfolio Emerging Markets ETF - $448,947.27, iShares Flexible Income Active ETF - $426,854.15, VictoryShares Short-Term Bond ETF - $403,387.69, and iShares U.S. Equity Factor Rotation Active ETF - $359,105.52. 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