Steven J. Chapman Portfolio
Invests via Perbak Capital Partners LLP | Managed by Steven J. Chapman
Invests via Perbak Capital Partners LLP
Managed by Steven J. Chapman
Automatically Tracked
Steven J. Chapman Profile
With a rich history in corporate leadership and entrepreneurial ventures, Steven J. Chapman has established himself as a pivotal figure in the investment landscape. He leverages his extensive experience to drive innovative initiatives within technology and finance sectors. Known for fostering collaboration among diverse teams, he emphasizes growth through strategic partnerships and transformative projects. His background includes operational excellence in startups, guiding them towards successful market entries and sustainable expansion strategies. With a deep understanding of both public and private markets, he remains committed to creating value across platforms while supporting emerging talent.
With a rich history in corporate leadership and entrepreneurial ventures, Steven J. Chapman has established himself as a pivotal figure in the investment landscape. He leverages his extensive experience to drive innovative initiatives within technology and finance sectors. Known for fostering collaboration among diverse teams, he emphasizes growth through strategic partnerships and transformative projects. His background includes operational excellence in startups, guiding them towards successful market entries and sustainable expansion strategies. With a deep understanding of both public and private markets, he remains committed to creating value across platforms while supporting emerging talent.
Investment Philosophy & Strategy
By harnessing a unique blend of strategic foresight and operational acumen, Steven J. Chapman adeptly navigates the intersection of innovation and investment. His approach prioritizes identifying untapped opportunities within technology-driven enterprises, fostering an environment where disruptive ideas can flourish. Known for his deep engagement in startup ecosystems, he actively seeks ventures that exhibit strong scalability potential while aligning with long-term societal trends. Collaboration remains central to his ethos; by nurturing cross-disciplinary teams, he accelerates growth trajectories for burgeoning companies. Passionate about mentoring emerging entrepreneurs, his investments reflect a commitment to sustainable business practices and transformative industry solutions.
By harnessing a unique blend of strategic foresight and operational acumen, Steven J. Chapman adeptly navigates the intersection of innovation and investment. His approach prioritizes identifying untapped opportunities within technology-driven enterprises, fostering an environment where disruptive ideas can flourish. Known for his deep engagement in startup ecosystems, he actively seeks ventures that exhibit strong scalability potential while aligning with long-term societal trends. Collaboration remains central to his ethos; by nurturing cross-disciplinary teams, he accelerates growth trajectories for burgeoning companies. Passionate about mentoring emerging entrepreneurs, his investments reflect a commitment to sustainable business practices and transformative industry solutions.
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:
24.89%
Gain -1.04%
Monthly
0.8%
Yearly
10%
Drawdown
17%
$445.81M
Equity
Holdings
$445.81M
Investment
$401.61M
$88.63M
Profit -$4.58M
Realized
$44.43M
Unrealized
$44.2M
Dividends
$9.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.04%
Profit
-$4.58M
Win %
66%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$3.5M
Win %
66%
This Month
Compared to last month
Gain
-1.19%
Profit
-$5.35M
Win %
66%
This Year
Compared to last year
Gain
9.74%
Profit
$39.58M
Win %
67%
NXT Nextracker Inc.
+7.33%
+$23,983.05 
SBRA Sabra Health Care REIT, Inc.
+7.33%
+$58,164.89 
HYMC Hycroft Mining Holding Corporation Class A Common Stock
+6.29%
+$7,195.64 
TMC TMC the metals company Inc.
+6.05%
+$6,291.68 
MRVL Marvell Technology, Inc.
+5.88%
+$29,062.59 
AMD Advanced Micro Devices, Inc.
+5.12%
+$41,325.32 
TXG 10x Genomics Inc.
+4.7%
+$51,842.14 
STRL Sterling Infrastructure, Inc.
+4.58%
+$31,354.86 
BULL Webull Corporation
+4.49%
+$47,357.11 
AMBA Ambarella, Inc.
+4.47%
+$20,474.16 
SOXX iShares Semiconductor ETF
+4.46%
+$322,510.2 
MRCY Mercury Systems Inc.
+4.42%
+$34,290.96 
SCCO Southern Copper Corporation
+4.31%
+$24,680.95 
MOD Modine Manufacturing Company
+4.18%
+$80,870.73 
CCK Crown Holdings Inc.
+4.04%
+$45,549.94 
GRAL Grail, Inc.
+4.03%
+$13,997.3 
ANET Arista Networks, Inc.
+3.99%
+$15,192 
PRAX Praxis Precision Medicines Inc.
+3.96%
+$9,643.93 
ARWR Arrowhead Pharmaceuticals Inc.
+3.88%
+$10,158.05 
KTOS Kratos Defense & Security Solutions, Inc.
+3.7%
+$39,919.4 
TSLA Tesla, Inc.
+3.69%
+$8,921.09 
KEYS Keysight Technologies, Inc.
+3.62%
+$24,080.08 
CORT Corcept Therapeutics Incorporated
+3.35%
+$29,755.17 
HUN Huntsman Corporation
+3.25%
+$20,049.9 
VRT Vertiv Holdings Co
+3.08%
+$64,763.4 
FDX FedEx Corporation
+3.04%
+$20,874.94 
DHT DHT Holdings Inc.
+2.99%
+$5,586.47 
WWD Woodward Inc.
+2.93%
+$17,152.5 
STNG Scorpio Tankers Inc.
+2.86%
+$27,743.43 
NTAP NetApp, Inc.
+2.84%
+$38,137.74 
NVT nVent Electric plc
+2.77%
+$68,472.69 
MCHP Microchip Technology Incorporated
+2.62%
+$9,095.7 
ESI Element Solutions Inc.
+2.61%
+$11,173.9 
CDNS Cadence Design Systems, Inc.
+2.6%
+$13,358.28 
BANC Banc of California Inc.
+2.6%
+$12,103.56 
NOG Northern Oil and Gas Inc.
+2.52%
+$17,411.04 
UPS United Parcel Service, Inc.
+2.44%
+$24,638.92 
SNX TD Synnex Corporation
+2.3%
+$24,079.14 
ADI Analog Devices, Inc.
+2.29%
+$10,764.86 
DNLI Denali Therapeutics Inc.
+2.14%
+$6,455.75 
RIVN Rivian Automotive, Inc.
+2.14%
+$15,709.57 
CMI Cummins Inc.
+2.14%
+$21,801.38 
RDDT Reddit Inc Class A
+2.08%
+$10,948.08 
QS QuantumScape Corp
+2.04%
+$8,090.04 
STLD Steel Dynamics Inc.
+1.99%
+$23,372.28 
GTX Garrett Motion Inc.
+1.91%
+$17,700 
F Ford Motor Company
+1.89%
+$16,985.97 
AMRX Amneal Pharmaceuticals Inc.
+1.77%
+$9,027.82 
PJT PJT Partners Inc.
+1.77%
+$21,385.59 
COLM Columbia Sportswear Company
+1.76%
+$18,995.04 
CAI Caris Life Sciences, Inc.
+1.73%
+$5,920.47 
AMR Alpha Metallurgical Resources, Inc.
+1.69%
+$4,860 
HUM Humana Inc.
+1.55%
+$56,589.07 
ECG Everus Construction Group, Inc.
+1.54%
+$8,921.85 
AXSM Axsome Therapeutics, Inc.
+1.54%
+$10,444.9 
MBLY Mobileye Global Inc.
+1.51%
+$15,069.37 
JCI Johnson Controls International plc
+1.5%
+$7,081.71 
CHRW C.H. Robinson Worldwide, Inc.
+1.49%
+$19,706.33 
UNFI United Natural Foods Inc.
+1.46%
+$4,734.28 
LEVI Levi Strauss & Co.
+1.44%
+$8,898.93 
XPO XPO Inc.
+1.44%
+$8,755.98 
WCC Wesco International Inc.
+1.43%
+$7,811.28 
ISRG Intuitive Surgical, Inc.
+1.4%
+$6,656.32 
CAG Conagra Brands Inc.
+1.4%
+$13,163.87 
ACM Aecom
+1.4%
+$3,240.45 
CRUS Cirrus Logic, Inc.
+1.37%
+$6,012.08 
CELC Celcuity Inc.
+1.32%
+$2,410.44 
BCO Brink's Company
+1.28%
+$5,979.24 
CNC Centene Corporation
+1.28%
+$46,519.2 
EME EMCOR Group, Inc.
+1.25%
+$5,781.46 
ALNY Alnylam Pharmaceuticals Inc
+1.22%
+$4,000.6 
SNAP Snap Inc.
+1.21%
+$6,042.41 
CVCO Cavco Industries Inc.
+1.19%
+$9,213.37 
EOG EOG Resources, Inc.
+1.16%
+$8,532.92 
RBC RBC Bearings Incorporated
+1.15%
+$11,844.89 
JPM JPMorgan Chase & Co.
+1.11%
+$10,541.25 
LSTR Landstar System Inc.
+1.1%
+$26,634.3 
PATH Uipath Inc.
+1.08%
+$5,086.29 
EXPD Expeditors International of Washington, Inc.
+1.06%
+$16,652.09 
CVS CVS Health Corporation
+1.05%
+$22,688.14 
NTRS Northern Trust Corporation
+1.04%
+$5,002.29 
TFII TFI International Inc.
+1.03%
+$9,879.42 
OHI Omega Healthcare Investors Inc.
+1.01%
+$10,712 
CI The Cigna Group
+0.95%
+$10,519.2 
DVA DaVita Inc.
+0.91%
+$11,385.75 
CW Curtiss-Wright Corporation
+0.81%
+$6,018.11 
RTX RTX Corporation
+0.79%
+$24,693.71 
CTVA Corteva Inc.
+0.78%
+$7,587 
FTI TechnipFMC plc
+0.76%
+$3,761.05 
ADPT Adaptive Biotechnologies Corporation
+0.76%
+$521.61 
OIH VanEck Oil Services ETF
+0.75%
+$96,025.28 
ODFL Old Dominion Freight Line, Inc.
+0.7%
+$6,187.7 
EXEL Exelixis Inc.
+0.7%
+$3,910.53 
GEV GE Vernova Inc.
+0.68%
+$10,026.37 
SNOW Snowflake Inc.
+0.66%
+$3,871.7 
KYMR Kymera Therapeutics Inc.
+0.62%
+$4,445.67 
BX Blackstone Inc.
+0.61%
+$6,633.28 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$75,388.05 
KNX Knight-Swift Transportation Holdings Inc.
+0.59%
+$5,274.9 
DXC Dxc Technology Co.
+0.59%
+$1,308.01 
NEU NewMarket Corporation
+0.56%
+$6,847.41 
BLK BlackRock, Inc.
+0.52%
+$5,484.49 
XLI Industrial Select Sector SPDR Fund
+0.48%
+$397,252.92 
ALKS Alkermes plc
+0.46%
+$7,484.4 
LYFT Lyft Inc.
+0.45%
+$3,918.18 
FNB F.N.B. Corporation
+0.45%
+$5,269.23 
XLB Materials Select Sector SPDR Fund
+0.45%
+$38,529.68 
NVST Envista Holdings Corporation
+0.4%
+$1,347.46 
IP International Paper Company
+0.39%
+$7,130.48 
MRNA Moderna, Inc.
+0.34%
+$2,253.16 
COKE Coca-Cola Consolidated Inc.
+0.34%
+$2,089.78 
UTHR United Therapeutics Corporation
+0.32%
+$2,450.93 
JBHT J.B. Hunt Transport Services, Inc.
+0.32%
+$4,307.66 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.3%
+$53,501.22 
GD General Dynamics Corporation
+0.29%
+$10,302.7 
PII Polaris Inc.
+0.26%
+$1,737.74 
MEDP Medpace Holdings Inc.
+0.25%
+$1,859.47 
AAPL Apple Inc.
+0.23%
+$865.8 
WRBY Warby Parker Inc.
+0.22%
+$1,147.8 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+0.22%
+$477.25 
HLNE Hamilton Lane Inc.
+0.21%
+$649.98 
GRMN Garmin Ltd.
+0.21%
+$2,231.32 
XLV Health Care Select Sector SPDR Fund
+0.21%
+$19,248.9 
GE General Electric Company
+0.17%
+$6,753 
VSNT Versant Media Group, Inc.
+0.15%
+$1,055.75 
SUPN Supernus Pharmaceuticals Inc.
+0.15%
+$472.78 
SE Sea Ltd.
+0.14%
+$575.55 
REGN Regeneron Pharmaceuticals, Inc.
+0.12%
+$964 
EXPE Expedia Group, Inc.
+0.11%
+$411 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$11,883.85 
GGG Graco Inc.
+0.1%
+$178.57 
PKG Packaging Corporation of America
+0.09%
+$1,980.42 
PSN Parsons Corporation
+0.08%
+$562.41 
META Meta Platforms Inc Class A
+0.07%
+$456.98 
WMG Warner Music Group Corp.
+0.06%
+$146.7 
CZR Caesars Entertainment, Inc.
+0.05%
+$366.98 
BA Boeing Company
+0.03%
+$139.26 
SHC Sotera Health Company
+0.03%
+$141.81 
TT Trane Technologies plc
+0.01%
+$51.84 
CNHI CNH Industrial N.V.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
QLYS Qualys, Inc.
-6.27%
-$26,842.2 
FIG Figma Inc. Class A Common Stock
-5.93%
-$37,738.28 
OKTA Okta Inc.
-4.66%
-$38,986.22 
GLBE Global-E Online Ltd.
-3.88%
-$33,588.68 
HNGE Hinge Health Inc.
-3.4%
-$21,271.24 
RBRK Rubrik, Inc.
-3.15%
-$18,314.95 
KNSL Kinsale Capital Group Inc.
-3.12%
-$25,587.13 
BBWI Bath & Body Works, Inc.
-3.12%
-$27,955.84 
DUOL Duolingo, Inc.
-3.05%
-$31,252.8 
VLTO Veralto Corporation
-2.97%
-$11,668.3 
TTAN ServiceTitan, Inc.
-2.77%
-$13,404.6 
MICC The Magnum Ice Cream Company N.V.
-2.6%
-$7,548.54 
NTSK Netskope, Inc.
-2.59%
-$16,863.7 
NOC Northrop Grumman Corporation
-2.52%
-$77,841.08 
VRNS Varonis Systems, Inc.
-2.42%
-$26,737.67 
BCC Boise Cascade Company
-2.38%
-$9,097.06 
OMC Omnicom Group Inc.
-2.37%
-$19,000.8 
ALC Alcon Inc.
-2.21%
-$5,445.15 
VRSK Verisk Analytics Inc.
-2.18%
-$14,122.46 
DBX Dropbox Inc.
-2.16%
-$23,583.12 
XYL Xylem Inc.
-2.15%
-$12,079.76 
LOPE Grand Canyon Education Inc.
-2.15%
-$10,374.18 
WDAY Workday Inc.
-2.13%
-$8,663.01 
BBY Best Buy Co., Inc.
-2.1%
-$11,473.9 
ROP Roper Technologies Inc.
-2.1%
-$9,959.34 
URBN Urban Outfitters Inc.
-2.08%
-$18,713.76 
SAM The Boston Beer Company Inc.
-2.08%
-$16,390.53 
WIX Wix.com Ltd.
-2.07%
-$7,846.6 
CPNG Coupang Inc.
-2.01%
-$3,696.99 
CSGP CoStar Group, Inc.
-1.99%
-$5,846.31 
BSY Bentley Systems, Incorporated Class B
-1.98%
-$9,164.16 
WDFC WD-40 Company
-1.94%
-$7,147.03 
MOH Molina Healthcare Inc.
-1.92%
-$34,199.55 
CCC CCC Intelligent Solutions Holdings Inc.
-1.92%
-$1,800.12 
PTON Peloton Interactive, Inc.
-1.92%
-$17,939.37 
BOKF BOK Financial Corporation
-1.89%
-$6,923.55 
IT Gartner Inc.
-1.88%
-$12,698.8 
CART Maplebear Inc.
-1.82%
-$13,330.55 
TJX The TJX Companies, Inc.
-1.77%
-$17,447.42 
CL Colgate-Palmolive Company
-1.65%
-$17,394.5 
EXLS ExlService Holdings Inc.
-1.65%
-$13,017.67 
PPC Pilgrim's Pride Corporation
-1.59%
-$12,218.81 
ADBE Adobe Inc.
-1.59%
-$5,095.18 
HWC Hancock Whitney Corporation
-1.55%
-$19,251.45 
AJG Arthur J. Gallagher & Co.
-1.53%
-$9,094.72 
GILD Gilead Sciences Inc.
-1.5%
-$11,936 
DOCS Doximity Inc.
-1.5%
-$6,130.8 
ESNT Essent Group Ltd.
-1.47%
-$16,937.7 
EW Edwards Lifesciences Corporation
-1.47%
-$9,333.76 
ALL Allstate Corporation
-1.46%
-$12,661.4 
WSO Watsco Inc.
-1.43%
-$14,337 
ADP Automatic Data Processing Inc.
-1.41%
-$10,856.47 
ADSK Autodesk, Inc.
-1.39%
-$17,558.85 
WSM Williams-Sonoma, Inc.
-1.38%
-$17,090.79 
NTNX Nutanix, Inc.
-1.38%
-$9,629.2 
VEEV Veeva Systems Inc.
-1.36%
-$13,174.88 
MNST Monster Beverage Corporation
-1.32%
-$11,430.72 
DKNG DraftKings Inc.
-1.32%
-$60,452.16 
VFC V.F. Corporation
-1.27%
-$8,598.28 
CRM Salesforce Inc
-1.27%
-$2,494.79 
RMD ResMed Inc.
-1.26%
-$10,370.7 
ABCB Ameris Bancorp
-1.21%
-$3,338.5 
PTC PTC Inc.
-1.2%
-$13,195.5 
FERG Ferguson Enterprises Inc
-1.19%
-$8,606.08 
AFG American Financial Group Inc.
-1.18%
-$5,202.96 
LOW Lowe's Companies Inc.
-1.17%
-$10,454.4 
HHH Howard Hughes Holdings Inc.
-1.16%
-$5,274.82 
RHI Robert Half Inc.
-1.15%
-$11,865.12 
KIE SPDR S&P Insurance ETF
-1.12%
-$150,365.52 
ECL Ecolab Inc.
-1.09%
-$8,711.22 
ADC Agree Realty Corporation
-1.09%
-$11,393.36 
RRR Red Rock Resorts Inc.
-1.06%
-$4,918.32 
TRMB Trimble Inc.
-1.06%
-$3,898.75 
HOMB Home BancShares Inc.
-1.05%
-$2,385.6 
CBT Cabot Corporation
-1.05%
-$10,702.01 
NDAQ Nasdaq, Inc.
-1.01%
-$5,856.21 
RF Regions Financial Corporation
-0.98%
-$12,158.83 
TRV The Travelers Companies, Inc.
-0.96%
-$8,747.34 
PAYX Paychex Inc.
-0.95%
-$8,716.2 
FRSH Freshworks Inc. Class A Common Stock
-0.95%
-$7,982.84 
LMT Lockheed Martin Corporation
-0.95%
-$30,424.18 
XLP Consumer Staples Select Sector SPDR Fund
-0.95%
-$160,524.24 
NYT New York Times Co.
-0.93%
-$4,671.85 
ZBRA Zebra Technologies Corporation
-0.93%
-$9,751.04 
ABNB Airbnb, Inc.
-0.89%
-$6,819.58 
AMZN Amazon.com Inc
-0.88%
-$2,829.21 
LKQ LKQ Corporation
-0.88%
-$1,624.7 
NKE Nike, Inc. - Class B
-0.87%
-$7,023.16 
SCI Service Corporation International
-0.86%
-$8,299.8 
AMT American Tower Corporation
-0.86%
-$4,543.11 
USFD US Foods Holding Corp
-0.85%
-$4,281.66 
SGI Somnigroup International Inc.
-0.84%
-$1,959.98 
ELS Equity Lifestyle Properties Inc.
-0.81%
-$6,485.08 
PAYC Paycom Software, Inc.
-0.81%
-$9,288.14 
ACN Accenture plc Class A
-0.79%
-$23,134.02 
TSN Tyson Foods Inc.
-0.78%
-$5,671.35 
PB Prosperity Bancshares Inc.
-0.76%
-$8,447.66 
GKOS Glaukos Corporation
-0.75%
-$5,779.12 
GTM ZoomInfo Technologies Inc.
-0.73%
-$412.7 
FAST Fastenal Co.
-0.73%
-$4,248.07 
AM Antero Midstream Corporation
-0.69%
-$6,391.43 
ZWS Zurn Elkay Water Solutions Corporation
-0.66%
-$7,101.36 
GNW Genworth Financial Inc.
-0.64%
-$8,159.65 
SKYW SkyWest Inc.
-0.63%
-$2,548.75 
ICUI Icu Medical Inc.
-0.61%
-$7,371.55 
MTN Vail Resorts, Inc.
-0.59%
-$2,238.62 
PECO Phillips Edison & Company, Inc.
-0.58%
-$5,822.93 
GEHC GE HealthCare Technologies Inc.
-0.57%
-$2,138.76 
FOXA Fox Corporation
-0.55%
-$3,311.91 
UBER Uber Technologies, Inc.
-0.54%
-$2,902.38 
ZM Zoom Video Communications, Inc.
-0.54%
-$3,357.48 
BKNG Booking Holdings Inc.
-0.52%
-$2,960.03 
CFR Cullen/Frost Bankers Inc.
-0.51%
-$2,094.68 
PINS Pinterest, Inc. Class A
-0.5%
-$2,294.02 
BAH Booz Allen Hamilton Holding Corporation
-0.5%
-$25,251.12 
PNC The PNC Financial Services Group, Inc.
-0.49%
-$4,210.29 
LCII LCI Industries Inc.
-0.45%
-$3,569.28 
SUNC Suncast Solar Energy Inc.
-0.44%
-$4,135.56 
KVYO Klaviyo Inc.
-0.44%
-$1,199.36 
VNO Vornado Realty Trust
-0.43%
-$2,989.79 
MRP Millrose Properties Inc.
-0.42%
-$4,256.04 
OLED Universal Display Corporation
-0.38%
-$3,004.83 
CVNA Carvana Co.
-0.36%
-$2,061.95 
ALLE Allegion plc
-0.35%
-$3,331.2 
TGTX TG Therapeutics, Inc.
-0.33%
-$1,159.74 
HST Host Hotels & Resorts Inc.
-0.31%
-$3,894.37 
TDG TransDigm Group Inc.
-0.29%
-$2,002.19 
LHX L3Harris Technologies, Inc.
-0.28%
-$952.8 
SLGN Silgan Holdings Inc.
-0.28%
-$8,520.59 
WERN Werner Enterprises Inc.
-0.28%
-$2,968.31 
XHB SPDR S&P Homebuilders ETF
-0.26%
-$11,245.3 
BMI Badger Meter Inc.
-0.21%
-$530.1 
FHB First Hawaiian, Inc.
-0.21%
-$1,218.18 
AOS A. O. Smith Corporation
-0.2%
-$955.3 
CALM Cal-Maine Foods Inc.
-0.19%
-$1,851.3 
RBLX Roblox Corporation
-0.18%
-$814.15 
CASY Casey's General Stores Inc.
-0.17%
-$1,748.5 
SARO StandardAero, Inc.
-0.17%
-$4,941 
WTS Watts Water Technologies Inc.
-0.15%
-$1,460.46 
THO Thor Industries Inc.
-0.14%
-$1,152.25 
ROKU Roku, Inc.
-0.14%
-$740.87 
VLO Valero Energy Corporation
-0.14%
-$711.66 
AIT Applied Industrial Technologies Inc.
-0.1%
-$1,185.08 
SPG Simon Property Group, Inc.
-0.1%
-$1,193.01 
CFG Citizens Financial Group, Inc.
-0.1%
-$730.59 
USB U.S. Bancorp
-0.1%
-$1,161.72 
TPR Tapestry Inc.
-0.09%
-$813 
CMCSA Comcast Corp
-0.08%
-$688.64 
SNA Snap-on Inc.
-0.07%
-$771.11 
DDS Dillard's Inc.
-0.07%
-$627.38 
FFIV F5 Inc.
-0.05%
-$287.09 
TTC The Toro Company
-0.04%
-$383.36 
VNQ Vanguard Real Estate ETF
-0.01%
-$1,462.56 Events
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Dividends
Dividend Analysis
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| Trades 1432 | Longs Won 651/1432 45% | Profit Factor 3.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $319,821.92 |
| Average Win $190,495.48 | Best Trade (Jul 27) $6.13M | Sharpe Ratio -5.88 |
| Average Loss -$45,307.71 | Worst Trade (Mar 31) -$1.25M | Z-Score -0.94 (65.2%) |
| Commissions $0 | Avg. Trade Length 5m 6d | Expectancy $61,890.53 |
| 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 | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
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FAQ
Which stocks have generated the highest profits for Steven J. Chapman?
The largest contributions to the portfolio's profits come from the following stocks: Industrial Select Sector SPDR Fund - $8.32M, SPDR S&P 500 ETF Trust - $4.88M, VanEck Oil Services ETF - $3.67M, Consumer Discretionary Select Sector SPDR Fund - $3.56M, and Invesco S&P 500 Equal Weight ETF - $3.53M. 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 Global Clean Energy ETF - $2.39M, FactSet Research Systems Inc - $1.2M, Elevance Health, Inc - $932,492.25, The Cigna Group - $802,019.89, and Ford Motor Company - $631,619.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Steven J. Chapman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.9M earned over time. The largest contributors to dividend income include Industrial Select Sector SPDR Fund - $1.12M, Consumer Staples Select Sector SPDR Fund - $880,404.4, Invesco S&P 500 Equal Weight ETF - $773,089.23, SPDR S&P 500 ETF Trust - $678,743.11, and Health Care Select Sector SPDR Fund - $319,108.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Steven J. Chapman's monthly returns?
Steven J. Chapman'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 Steven J. Chapman's strategy be considered aggressive or moderate?
Steven J. Chapman'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 Steven J. Chapman's strategy?
Steven J. Chapman'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.
