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:
34.99%
Gain -0.54%
Monthly
1.31%
Yearly
16.93%
Drawdown
16.16%
$648.64M
Equity
Holdings
$648.64M
Investment
$575.38M
$77.14M
Profit -$2.45M
Realized
$3.88M
Unrealized
$73.26M
Dividends
$6.87M
Goals
Avg. 42% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$2.45M
Win %
73%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$2.45M
Win %
73%
This Month
Compared to last month
Gain
2.12%
Profit
$13.49M
Win %
73%
This Year
Compared to last year
Gain
-3.16%
Profit
-$20.13M
Win %
70%
FTXN First Trust Nasdaq Oil & Gas ETF
+4.83%
+$4,618 
FXN First Trust Energy AlphaDEX Fund
+4.49%
+$845.5 
VDE Vanguard Energy ETF
+3.96%
+$41,318.34 
DIS The Walt Disney Company
+2.87%
+$3,372.6 
IEZ iShares U.S. Oil Equipment & Services ETF
+2.2%
+$2,576.03 
CTSH Cognizant Technology Solutions Corporation
+1.99%
+$85.47 
HSY The Hershey Company
+1.92%
+$19,917.6 
ETN Eaton Corporation plc
+1.76%
+$26,897.01 
CMCSA Comcast Corp
+1.7%
+$340.2 
AVGO Broadcom Inc.
+1.54%
+$26,758.2 
CVX Chevron Corporation
+1.12%
+$9,354.84 
VPU Vanguard Utilities ETF
+1.02%
+$15,866.45 
HWM Howmet Aerospace Inc.
+1%
+$12,604.82 
META Meta Platforms Inc Class A
+0.9%
+$53,736.5 
BMY Bristol-Myers Squibb Company
+0.82%
+$749.32 
IBB iShares Biotechnology ETF
+0.61%
+$16,021.98 
WSO Watsco Inc.
+0.58%
+$6,501.32 
DE Deere & Company
+0.46%
+$14,413 
AAPL Apple Inc.
+0.45%
+$21,216.12 
GD General Dynamics Corporation
+0.44%
+$2,975.32 
GOOG Alphabet Inc
+0.43%
+$11,501 
CTAS Cintas Corporation
+0.37%
+$382.51 
V Visa Inc. Class A
+0.28%
+$15,850.65 
XLC Communication Services Select Sector SPDR Fund
+0.28%
+$332.01 
OEF iShares S&P 100 ETF
+0.26%
+$2,484.17 
PEP PepsiCo, Inc.
+0.23%
+$1,040.03 
ACN Accenture plc Class A
+0.22%
+$1,654.9 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$2.38 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$187.72 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.12%
+$74.2 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$268.6 
ADP Automatic Data Processing Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EMR Emerson Electric Co.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
INFY Infosys Limited
0%
$0 
KEY KeyCorp
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
CGGO Capital Group Global Growth Equity ETF
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
FBT First Trust NYSE Arca Biotechnology Index Fund
0%
$0 
FTXR First Trust Nasdaq Transportation ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IYJ iShares U.S. Industrials ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
VIS Vanguard Industrials ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
SLV iShares Silver Trust
-6.62%
-$13,886.53 
FTXL First Trust Nasdaq Semiconductor ETF
-6.21%
-$286,239.65 
AMGN Amgen Inc.
-4.37%
-$303,126.22 
CGGR Capital Group Growth ETF
-4.08%
-$3,516.31 
QQQM Invesco NASDAQ 100 ETF
-4.08%
-$105,959.16 
BA Boeing Company
-3.35%
-$29,587.24 
KMB Kimberly-Clark Corporation
-3.1%
-$2,293.32 
FV First Trust Dorsey Wright Focus 5 ETF
-3.06%
-$6,155.14 
IJK iShares S&P Mid-Cap 400 Growth ETF
-2.9%
-$21,586.42 
FYX First Trust Small Cap Core AlphaDEX Fund
-2.65%
-$20,608.54 
MU Micron Technology, Inc.
-2.6%
-$267,797.6 
CGBL Capital Group Core Balanced ETF
-2.59%
-$1,278.09 
LIN Linde plc
-2.58%
-$46,030.07 
VOX Vanguard Communication Services ETF
-2.52%
-$20,750.5 
DHR Danaher Corporation
-2.44%
-$9,296.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$5,670.94 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$77,419.34 
SCHF Schwab International Equity ETF
-2.17%
-$2,332.03 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$146,622.25 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$66,568.17 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
-2.12%
-$46,790.71 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-2%
-$19,595.2 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.94%
-$102,866.41 
GE General Electric Company
-1.75%
-$37,392.02 
GEV GE Vernova Inc.
-1.74%
-$290,472.01 
IWD iShares Russell 1000 Value ETF
-1.68%
-$24,032.5 
CGIC Capital Group International Core Equity ETF
-1.59%
-$654.24 
NEE NextEra Energy, Inc.
-1.5%
-$2,943.78 
NFLX Netflix, Inc.
-1.43%
-$1,135.26 
TRV The Travelers Companies, Inc.
-1.39%
-$15,746.36 
IBM International Business Machines Corporation
-1.35%
-$16,097.16 
GOOGL Alphabet Inc
-1.29%
-$46,827.98 
INTC Intel Corporation
-1.24%
-$1,396.25 
TROW T. Rowe Price Group, Inc.
-1.18%
-$1,546.32 
JNJ Johnson & Johnson
-1.03%
-$43,911.45 
ABBV AbbVie Inc.
-0.97%
-$19,324.8 
ITW Illinois Tool Works Inc.
-0.85%
-$6,158.04 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.85%
-$403,263.76 
JPM JPMorgan Chase & Co.
-0.82%
-$56,777.09 
VEEV Veeva Systems Inc.
-0.77%
-$877.79 
ALL Allstate Corporation
-0.77%
-$17,388.98 
LOW Lowe's Companies Inc.
-0.7%
-$11,205.04 
ITA iShares U.S. Aerospace & Defense ETF
-0.65%
-$64,408.22 
TSLA Tesla, Inc.
-0.63%
-$6,797.27 
AEE Ameren Corporation
-0.62%
-$768.4 
BLK BlackRock, Inc.
-0.59%
-$19,473.63 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$2,336.3 
HRL Hormel Foods Corporation
-0.56%
-$27.86 
APH Amphenol Corporation
-0.53%
-$4,011.32 
FPE First Trust Preferred Securities and Income ETF
-0.5%
-$85.32 
BSJU Invesco BulletShares 2030 High Yield Fund
-0.48%
-$150.41 
IYF iShares U.S. Financials ETF
-0.44%
-$1,759.8 
FIW First Trust Water ETF
-0.39%
-$578.16 
XLV Health Care Select Sector SPDR Fund
-0.37%
-$1,073.17 
WMT Walmart Inc.
-0.33%
-$1,089.65 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$2,641 
DVY iShares Select Dividend ETF
-0.28%
-$1,509.69 
ABT Abbott Laboratories
-0.24%
-$1,134.25 
SO The Southern Company
-0.21%
-$268 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$26,636.45 
IVV iShares Core S&P 500 ETF
-0.16%
-$156,591.26 
AMZN Amazon.com Inc
-0.14%
-$3,997.01 
PM Philip Morris International Inc.
-0.14%
-$623.26 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$302.22 
APD Air Products and Chemicals, Inc.
-0.13%
-$2,451.04 
NVDA NVIDIA Corporation
-0.1%
-$2,485.15 
PGX Invesco Preferred ETF
-0.09%
-$4.77 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$951.65 
JAAA Janus Henderson AAA CLO ETF
-0.04%
-$62.6 
PFF iShares Preferred and Income Securities ETF
-0.03%
-$12.5 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.02%
-$4.22 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 962 | Longs Won 615/962 63% | Profit Factor 3.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $743,304.04 |
| Average Win $172,158.33 | Best Trade (Aug 14) $13.36M | Sharpe Ratio -16.25 |
| Average Loss -$82,813.17 | Worst Trade (Aug 25) -$7.02M | Z-Score 9.78 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 1d | Expectancy $80,188.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,813 | 7,031 | 6,250 | 5,469 | 4,688 | 3,906 | 3,125 | 2,344 | 1,563 | 781 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,047 | $3.69M | $4.7M | - | $1.01M | 27.44% | +0.453% |
| ABBV AbbVie Inc. | 8,052 | $1.69M | $1.96M | - | $276,342.88 | 16.38% | -0.975% |
| ABT Abbott Laboratories | 4,537 | $474,438.69 | $478,472.02 | - | $4,033.33 | 0.85% | -0.236% |
| ACN Accenture plc Class A | 4,355 | $1.17M | $745,184.05 | - | -$423,262.45 | -36.22% | +0.223% |
| ADP Automatic Data Processing Inc. | 4,031 | $930,447.22 | $1.09M | - | $158,285.55 | 17.01% | 0.0 |
| AEE Ameren Corporation | 1,130 | $101,925.03 | $122,345.1 | - | $20,420.07 | 20.03% | -0.624% |
| AJG Arthur J. Gallagher & Co. | 918 | $255,681.41 | $230,445.54 | - | -$25,235.87 | -9.87% | 0.0 |
| ALL Allstate Corporation | 8,566 | $1.68M | $2.25M | - | $570,385.52 | 33.98% | -0.767% |
| AMAT Applied Materials, Inc. | 6,507 | $3.46M | $3.48M | - | $19,388.72 | 0.56% | 0.0 |
| AMGN Amgen Inc. | 17,020 | $5.67M | $6.64M | - | $963,488.73 | 16.98% | -4.367% |
| AMZN Amazon.com Inc | 10,249 | $2.1M | $2.79M | - | $689,740 | 32.83% | -0.143% |
| APD Air Products and Chemicals, Inc. | 6,450 | $1.91M | $1.9M | - | -$12,993.01 | -0.68% | -0.129% |
| APH Amphenol Corporation | 8,816 | $777,218.56 | $755,222.64 | - | -$21,995.92 | -2.83% | -0.528% |
| AVGO Broadcom Inc. | 4,155 | $1.29M | $1.76M | - | $479,372.31 | 37.3% | +1.54% |
| BA Boeing Company | 3,680 | $752,843.69 | $854,311.96 | - | $101,468.27 | 13.48% | -3.347% |
| BAC Bank of America Corporation | 3,191 | $155,410.9 | $201,830.75 | - | $46,419.85 | 29.87% | 0.0 |
| BLK BlackRock, Inc. | 2,885 | $2.8M | $3.25M | - | $449,742.4 | 16.06% | -0.595% |
| BMY Bristol-Myers Squibb Company | 1,441 | $83,255.44 | $92,440.15 | - | $9,184.71 | 11.03% | +0.817% |
| BSJT Invesco BulletShares 2029 High Yield Fund | 845 | $17,854.85 | $17,871.75 | - | $16.9 | 0.09% | -0.024% |
| BSJU Invesco BulletShares 2030 High Yield Fund | 1,213 | $31,308.74 | $31,102.53 | - | -$206.21 | -0.66% | -0.481% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $644,381.92, 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 - $476,803.41, UnitedHealth Group Incorporated - $441,074.74, Comcast Corp - $357,823.31, and Cintas Corporation - $250,322.79. 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 $6.87M earned over time. The largest contributors to dividend income include iShares iBoxx $ High Yield Corporate Bond ETF - $724,285, Schwab U.S. Dividend Equity ETF - $381,829.88, Schwab International Equity ETF - $339,837.65, Vanguard S&P 500 ETF - $309,615.17, and SPDR Dow Jones Industrial Average ETF Trust - $305,307.39. 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.
