Tudor Financial Inc. Portfolio
Invests via Tudor Financial Inc. | Managed by Grant S. Donaldson
Invests via Tudor Financial Inc.
Managed by Grant S. Donaldson
Automatically Tracked
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:
34.82%
Gain -0.04%
Monthly
1.23%
Yearly
15.74%
Drawdown
16.16%
$648.34M
Equity
Holdings
$648.34M
Investment
$575.38M
$76.85M
Profit -$830,230.44
Realized
$3.88M
Unrealized
$72.96M
Dividends
$8.27M
Goals
Avg. 42% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$830,230.44
Win %
70%
This Week
Compared To Last Week
Gain
-1.66%
Profit
-$10.94M
Win %
70%
This Month
Compared to last month
Gain
-0.36%
Profit
-$2.36M
Win %
70%
This Year
Compared to last year
Gain
-3.21%
Profit
-$20.43M
Win %
67%
HONA Honeywell Aerospace Inc.
+2.97%
+$18,188.72 
LMT Lockheed Martin Corporation
+2.3%
+$87,366.93 
C Citigroup Inc.
+2.3%
+$4,754.4 
GE General Electric Company
+2.29%
+$40,082.9 
RTX RTX Corporation
+2.27%
+$10,455.84 
PM Philip Morris International Inc.
+2.09%
+$9,807.86 
GD General Dynamics Corporation
+1.98%
+$11,794.86 
JPM JPMorgan Chase & Co.
+1.93%
+$125,141.95 
NOC Northrop Grumman Corporation
+1.88%
+$52,658.8 
HWM Howmet Aerospace Inc.
+1.84%
+$17,423.1 
BLK BlackRock, Inc.
+1.83%
+$59,142.41 
TSLA Tesla, Inc.
+1.67%
+$20,408.72 
IEZ iShares U.S. Oil Equipment & Services ETF
+1.66%
+$1,837.01 
WFC Wells Fargo & Company
+1.59%
+$4,021.27 
ITA iShares U.S. Aerospace & Defense ETF
+1.57%
+$128,815.64 
FXN First Trust Energy AlphaDEX Fund
+1.44%
+$302.6 
NEE NextEra Energy, Inc.
+1.37%
+$2,464.56 
PG Procter & Gamble Co
+1.35%
+$13,710.5 
LIN Linde plc
+1.3%
+$23,231.58 
HRL Hormel Foods Corporation
+1.26%
+$50.74 
DUK Duke Energy Corporation
+1.25%
+$6,412.96 
CVX Chevron Corporation
+1.25%
+$12,264.24 
BA Boeing Company
+1.24%
+$8,629.6 
JNJ Johnson & Johnson
+1.22%
+$51,009.72 
APD Air Products and Chemicals, Inc.
+1.2%
+$22,994.25 
AEE Ameren Corporation
+1.2%
+$1,401.2 
KEY KeyCorp
+1.18%
+$81.31 
ALL Allstate Corporation
+1.18%
+$24,156.03 
PEP PepsiCo, Inc.
+1.14%
+$4,745 
VDE Vanguard Energy ETF
+1.08%
+$12,879.72 
BAC Bank of America Corporation
+1.06%
+$1,755.05 
CMCSA Comcast Corp
+1.06%
+$186.3 
SO The Southern Company
+1.05%
+$1,259.6 
MRK Merck & Co., Inc.
+1.04%
+$5,432.98 
VPU Vanguard Utilities ETF
+1.02%
+$15,044.43 
ITW Illinois Tool Works Inc.
+1.01%
+$6,644.82 
HD The Home Depot, Inc.
+1%
+$27,244.53 
KMB Kimberly-Clark Corporation
+1%
+$685.36 
FTXN First Trust Nasdaq Oil & Gas ETF
+0.98%
+$1,088.59 
DVY iShares Select Dividend ETF
+0.98%
+$5,070.69 
LOW Lowe's Companies Inc.
+0.96%
+$13,678.88 
GEV GE Vernova Inc.
+0.94%
+$142,604.16 
IYF iShares U.S. Financials ETF
+0.93%
+$3,504.93 
WMT Walmart Inc.
+0.92%
+$3,180.6 
AAPL Apple Inc.
+0.9%
+$46,344.76 
GS The Goldman Sachs Group, Inc.
+0.87%
+$102,291.44 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.87%
+$8,261.76 
LLY Eli Lilly and Company
+0.84%
+$265,229.89 
V Visa Inc. Class A
+0.8%
+$48,458.01 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$1,267.12 
VYMI Vanguard International High Dividend Yield Index Fund
+0.78%
+$3,025.7 
EFA iShares MSCI EAFE ETF
+0.77%
+$4,955.23 
XOM Exxon Mobil Corporation
+0.77%
+$7,125.68 
HSY The Hershey Company
+0.7%
+$6,832.26 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.7%
+$1,589.83 
IYJ iShares U.S. Industrials ETF
+0.68%
+$28,174.17 
ACN Accenture plc Class A
+0.66%
+$6,445.4 
SCHF Schwab International Equity ETF
+0.65%
+$669.02 
DIS The Walt Disney Company
+0.64%
+$814.27 
FTXR First Trust Nasdaq Transportation ETF
+0.62%
+$806.12 
FIW First Trust Water ETF
+0.6%
+$847.53 
VIS Vanguard Industrials ETF
+0.59%
+$29,442.4 
CGIC Capital Group International Core Equity ETF
+0.55%
+$219.96 
VYM Vanguard High Dividend Yield ETF
+0.55%
+$1,389.93 
CSX CSX Corporation
+0.54%
+$214.12 
ABBV AbbVie Inc.
+0.54%
+$12,239.04 
TXN Texas Instruments Inc
+0.52%
+$1,740.44 
AMGN Amgen Inc.
+0.51%
+$37,954.62 
EMR Emerson Electric Co.
+0.49%
+$2,374.74 
SLV iShares Silver Trust
+0.48%
+$935.75 
ADP Automatic Data Processing Inc.
+0.48%
+$5,502.31 
AJG Arthur J. Gallagher & Co.
+0.46%
+$1,064.87 
CAT Caterpillar Inc.
+0.43%
+$101,431.41 
CTAS Cintas Corporation
+0.42%
+$459 
VIG Vanguard Dividend Appreciation ETF
+0.4%
+$12,393.69 
IWD iShares Russell 1000 Value ETF
+0.39%
+$5,520.24 
T AT&T Inc.
+0.38%
+$68.94 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
+0.37%
+$18,398.82 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.33%
+$150,951.52 
PGX Invesco Preferred ETF
+0.3%
+$14.31 
TRV The Travelers Companies, Inc.
+0.29%
+$3,282.95 
IJR iShares Core S&P Small-Cap ETF
+0.27%
+$8,231.39 
BMY Bristol-Myers Squibb Company
+0.22%
+$194.53 
RSP Invesco S&P 500 Equal Weight ETF
+0.21%
+$13,978.8 
INFY Infosys Limited
+0.17%
+$1.88 
ABT Abbott Laboratories
+0.15%
+$703.24 
FPE First Trust Preferred Securities and Income ETF
+0.15%
+$23.7 
CGCP Capital Group Core Plus Income ETF
+0.12%
+$9.47 
MCD McDonald's Corporation
+0.08%
+$948.87 
XLV Health Care Select Sector SPDR Fund
+0.07%
+$226.85 
CGBL Capital Group Core Balanced ETF
+0.07%
+$32.27 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.06%
+$400.43 
IJH iShares Core S&P Mid-Cap ETF
+0.04%
+$316.93 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$31.3 
VT Vanguard Total World Stock ETF
+0.01%
+$62.78 
TROW T. Rowe Price Group, Inc.
+0.01%
+$11.37 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MU Micron Technology, Inc.
-3.54%
-$380,514.99 
INTC Intel Corporation
-2.59%
-$2,758.99 
NFLX Netflix, Inc.
-2.22%
-$1,724.31 
PLTR Palantir Technologies Inc.
-2.1%
-$5,412.85 
AVGO Broadcom Inc.
-1.85%
-$26,446.58 
SOXX iShares Semiconductor ETF
-1.83%
-$998,574.74 
ORCL Oracle Corporation
-1.8%
-$15,959.9 
META Meta Platforms Inc Class A
-1.71%
-$128,004.57 
AMAT Applied Materials, Inc.
-1.66%
-$46,459.98 
FTXL First Trust Nasdaq Semiconductor ETF
-1.63%
-$74,601.78 
IBB iShares Biotechnology ETF
-1.43%
-$40,534.24 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
-1.34%
-$28,104.51 
CSCO Cisco Systems, Inc.
-1.19%
-$5,539.99 
GOOGL Alphabet Inc
-1.1%
-$38,623.16 
GOOG Alphabet Inc
-0.99%
-$25,413.5 
WSO Watsco Inc.
-0.97%
-$9,668.6 
QQQM Invesco NASDAQ 100 ETF
-0.88%
-$23,107.18 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$617,230.89 
DHR Danaher Corporation
-0.85%
-$3,733.8 
CTSH Cognizant Technology Solutions Corporation
-0.84%
-$42.35 
IEMG iShares Core MSCI Emerging Markets ETF
-0.79%
-$6,317.24 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.78%
-$28,495.06 
FV First Trust Dorsey Wright Focus 5 ETF
-0.76%
-$1,586.52 
VOX Vanguard Communication Services ETF
-0.71%
-$6,026.48 
ETN Eaton Corporation plc
-0.68%
-$9,255.47 
CGGR Capital Group Growth ETF
-0.65%
-$570.71 
XLC Communication Services Select Sector SPDR Fund
-0.6%
-$728.28 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.53%
-$6.46 
AMZN Amazon.com Inc
-0.47%
-$12,298.8 
IBM International Business Machines Corporation
-0.46%
-$5,416.34 
MSFT Microsoft Corp.
-0.46%
-$53,278.35 
APH Amphenol Corporation
-0.43%
-$6,171.2 
NVDA NVIDIA Corporation
-0.34%
-$7,995.7 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.33%
-$2,358.99 
CGGO Capital Group Global Growth Equity ETF
-0.26%
-$203.2 
MPC Marathon Petroleum Corporation
-0.19%
-$8,608.69 
OEF iShares S&P 100 ETF
-0.15%
-$1,472.58 
DE Deere & Company
-0.13%
-$4,389.77 
VEEV Veeva Systems Inc.
-0.13%
-$212.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$1,572.5 
BSJU Invesco BulletShares 2030 High Yield Fund
-0.1%
-$30.93 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.1%
-$16.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.1%
-$210.24 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$15,916.73 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.09%
-$306.88 
VOO Vanguard S&P 500 ETF
-0.09%
-$53,083.03 
IWB iShares Russell 1000 ETF
-0.07%
-$14,607.01 
PFF iShares Preferred and Income Securities ETF
-0.07%
-$25 
IVV iShares Core S&P 500 ETF
-0.06%
-$63,651.68 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.06%
-$37.1 
SBUX Starbucks Corporation
-0.04%
-$40.88 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$407.85 Events
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Dividends
Dividend Analysis
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| Trades 962 | Longs Won 597/962 62% | Profit Factor 3.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $769,013.45 |
| Average Win $180,574.24 | Best Trade (Oct 16) $12.65M | Sharpe Ratio -16.25 |
| Average Loss -$84,809.81 | Worst Trade (Oct 16) -$7.07M | Z-Score 6.95 (100%) |
| Commissions $0 | Avg. Trade Length 12m 3d | Expectancy $79,882.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,047 | $3.69M | $5.19M | - | $1.5M | 40.76% | +0.901% |
| ABBV AbbVie Inc. | 8,052 | $1.69M | $2.29M | - | $607,441.12 | 36.01% | +0.536% |
| ABT Abbott Laboratories | 4,537 | $474,438.69 | $475,636.39 | - | $1,197.7 | 0.25% | +0.148% |
| ACN Accenture plc Class A | 4,355 | $1.17M | $985,972 | - | -$182,474.5 | -15.62% | +0.658% |
| ADP Automatic Data Processing Inc. | 4,031 | $930,447.22 | $1.16M | - | $226,510.24 | 24.34% | +0.478% |
| AEE Ameren Corporation | 1,130 | $101,925.03 | $118,650 | - | $16,724.97 | 16.41% | +1.195% |
| AJG Arthur J. Gallagher & Co. | 918 | $255,681.41 | $230,656.68 | - | -$25,024.73 | -9.79% | +0.464% |
| ALL Allstate Corporation | 8,566 | $1.68M | $2.08M | - | $397,866.28 | 23.7% | +1.177% |
| AMAT Applied Materials, Inc. | 6,507 | $3.46M | $2.75M | - | -$705,295.8 | -20.4% | -1.66% |
| AMGN Amgen Inc. | 17,020 | $5.67M | $7.43M | - | $1.75M | 30.85% | +0.514% |
| AMZN Amazon.com Inc | 10,249 | $2.1M | $2.6M | - | $498,083.7 | 23.71% | -0.471% |
| APD Air Products and Chemicals, Inc. | 6,450 | $1.91M | $1.94M | - | $22,191.8 | 1.16% | +1.202% |
| APH Amphenol Corporation | 17,632 | $777,218.56 | $1.43M | - | $653,441.92 | 84.07% | -0.43% |
| AVGO Broadcom Inc. | 4,155 | $1.29M | $1.4M | - | $118,905.28 | 9.25% | -1.849% |
| BA Boeing Company | 3,680 | $752,843.69 | $703,156 | - | -$49,687.69 | -6.6% | +1.243% |
| BAC Bank of America Corporation | 3,191 | $155,410.9 | $166,729.75 | - | $11,318.85 | 7.28% | +1.064% |
| BLK BlackRock, Inc. | 2,885 | $2.8M | $3.29M | - | $491,430.65 | 17.54% | +1.829% |
| BMY Bristol-Myers Squibb Company | 1,441 | $83,255.44 | $87,475.9 | - | $4,220.46 | 5.07% | +0.223% |
| BSJT Invesco BulletShares 2029 High Yield Fund | 845 | $17,854.85 | $17,550.65 | - | -$304.2 | -1.7% | -0.096% |
| BSJU Invesco BulletShares 2030 High Yield Fund | 1,213 | $31,308.74 | $30,373.52 | - | -$935.22 | -2.99% | -0.102% |
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FAQ
Which stocks have generated the highest profits for Tudor Financial Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Schwab International Equity ETF - $1.46M, Schwab U.S. Dividend Equity ETF - $1.03M, iShares iBoxx $ High Yield Corporate Bond ETF - $650,296.15, iShares Gold Trust - $608,163.47, and iShares Expanded Tech-Software Sector ETF - $558,538.27. 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: iShares U.S. Home Construction ETF - $562,460.03, Accenture plc Class A - $469,356.36, UnitedHealth Group Incorporated - $441,074.74, Comcast Corp - $357,556.01, and Cintas Corporation - $250,057.59. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tudor Financial Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.27M earned over time. The largest contributors to dividend income include iShares iBoxx $ High Yield Corporate Bond ETF - $730,199.23, iShares Core S&P 500 ETF - $567,517.19, Vanguard S&P 500 ETF - $456,073.84, SPDR Dow Jones Industrial Average ETF Trust - $448,310.3, and Schwab U.S. Dividend Equity ETF - $383,080.56. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tudor Financial Inc.'s monthly returns?
Tudor Financial Inc.'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 Tudor Financial Inc.'s strategy be considered aggressive or moderate?
Tudor Financial Inc.'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 Tudor Financial Inc.'s strategy?
Tudor Financial Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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