AEI
Amy Elizabeth Ipsen Portfolio
Invests via Ipsen Advisor Group LLC | Managed by Amy Elizabeth Ipsen
Invests via Ipsen Advisor Group LLC
Managed by Amy Elizabeth Ipsen
Automatically Tracked
Amy Elizabeth Ipsen Profile
Amy Elizabeth Ipsen has made significant contributions as a strategic executive within the technology sector. With an impressive track record of steering innovative projects, she excels in leadership roles that bridge technical expertise and business development. Her experience encompasses enhancing operational efficiencies, driving growth initiatives, and fostering collaboration across diverse teams. Recognized for her forward-thinking approach to market challenges, Amy plays a crucial role in shaping corporate strategy and positioning firms for competitive advantage. By leveraging her extensive network and insight into industry trends, she continues to influence advancements that drive transformation in digital services.
Amy Elizabeth Ipsen has made significant contributions as a strategic executive within the technology sector. With an impressive track record of steering innovative projects, she excels in leadership roles that bridge technical expertise and business development. Her experience encompasses enhancing operational efficiencies, driving growth initiatives, and fostering collaboration across diverse teams. Recognized for her forward-thinking approach to market challenges, Amy plays a crucial role in shaping corporate strategy and positioning firms for competitive advantage. By leveraging her extensive network and insight into industry trends, she continues to influence advancements that drive transformation in digital services.
Investment Philosophy & Strategy
Leveraging a solid foundation in technology leadership, Amy Elizabeth Ipsen emphasizes innovation as a catalyst for growth. Her approach prioritizes identifying emerging market opportunities and aligning organizational capabilities to harness them effectively. A strong advocate for operational enhancement, she champions strategies that boost efficiency while embracing the dynamic nature of technological advancements. This orientation towards pioneering solutions positions her initiatives favorably within competitive landscapes. With a keen insight into industry evolution, she cultivates partnerships that enrich strategic execution and drive substantial value creation across ventures.
Leveraging a solid foundation in technology leadership, Amy Elizabeth Ipsen emphasizes innovation as a catalyst for growth. Her approach prioritizes identifying emerging market opportunities and aligning organizational capabilities to harness them effectively. A strong advocate for operational enhancement, she champions strategies that boost efficiency while embracing the dynamic nature of technological advancements. This orientation towards pioneering solutions positions her initiatives favorably within competitive landscapes. With a keen insight into industry evolution, she cultivates partnerships that enrich strategic execution and drive substantial value creation across ventures.
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:
42.38%
Gain +0.06%
Monthly
0.98%
Yearly
12.45%
Drawdown
17.54%
$159.46M
Equity
Holdings
$159.46M
Investment
$125.04M
$45.57M
Profit +$61,223.31
Realized
$11.15M
Unrealized
$34.42M
Dividends
$8.94M
Goals
Avg. 75.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.06%
Profit
$61,223.31
Win %
81%
This Week
Compared To Last Week
Gain
1.98%
Profit
$3.09M
Win %
81%
This Month
Compared to last month
Gain
1.98%
Profit
$3.09M
Win %
81%
This Year
Compared to last year
Gain
2.54%
Profit
$3.95M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$35,719.19 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$6,437.99 
MSFT Microsoft Corp.
+3.02%
+$38,272.17 
LYB LyondellBasell Industries N.V.
+2.71%
+$16,462.34 
MMLP Martin Midstream Partners L.P.
+2.52%
+$703.38 
EOG EOG Resources, Inc.
+2.19%
+$13,890.28 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$8,405.01 
OKE ONEOK, Inc.
+1.95%
+$13,531.98 
ACN Accenture plc Class A
+1.61%
+$6,430.37 
LMT Lockheed Martin Corporation
+1.5%
+$10,079.84 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,761.4 
VUG Vanguard Growth ETF
+1.1%
+$6,566.73 
ILCG iShares Morningstar Growth ETF
+1.01%
+$59,205.44 
XLE Energy Select Sector SPDR Fund
+1%
+$13,050.21 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$10,094 
UNP Union Pacific Corporation
+0.92%
+$6,608.27 
MCD McDonald's Corporation
+0.82%
+$2,818.21 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$5,204.05 
EMR Emerson Electric Co.
+0.79%
+$3,800.81 
MPC Marathon Petroleum Corporation
+0.76%
+$1,883.33 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,143.86 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$13,289.28 
CAT Caterpillar Inc.
+0.7%
+$3,090.14 
BMY Bristol-Myers Squibb Company
+0.69%
+$4,885.65 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$10,999.8 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,106.24 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$9,261.84 
SYY Sysco Corporation
+0.63%
+$4,452.53 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$2,070.5 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$3,444.01 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$8,424.48 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$10,418.55 
AVGO Broadcom Inc.
+0.37%
+$4,183.2 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,092.5 
NUMG Nuveen ESG Mid-Cap Growth ETF
+0.35%
+$835.05 
ILCV iShares Morningstar Value ETF
+0.29%
+$11,320.27 
JPM JPMorgan Chase & Co.
+0.27%
+$4,048.58 
SO The Southern Company
+0.21%
+$563.2 
FIW First Trust Water ETF
+0.2%
+$2,998.82 
ADI Analog Devices, Inc.
+0.2%
+$1,519.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$2,265.66 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$3,295.45 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$238.3 
WM Waste Management, Inc.
+0.1%
+$750.64 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$186.84 
WMT Walmart Inc.
+0.09%
+$1,907.14 
ABT Abbott Laboratories
+0.09%
+$435.33 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$537.45 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$237,623.32 
XLB Materials Select Sector SPDR Fund
-2.34%
-$18,930.45 
FBRT Franklin BSP Realty Trust Inc.
-1.94%
-$1,586.7 
AWK American Water Works Company, Inc.
-1.93%
-$9,591.12 
FLO Flowers Foods, Inc.
-1.68%
-$53,212.68 
IAU iShares Gold Trust
-1.46%
-$28,018.35 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$16,422.06 
CLX The Clorox Company
-1.24%
-$6,057.6 
HSY The Hershey Company
-1.23%
-$4,604.15 
SRE Sempra
-1.15%
-$10,030.14 
NEE NextEra Energy, Inc.
-1.15%
-$6,583.18 
TXN Texas Instruments Inc
-1.08%
-$10,343.57 
KO The Coca-Cola Company
-1.02%
-$2,456.1 
UPS United Parcel Service, Inc.
-1%
-$6,466.95 
XOM Exxon Mobil Corporation
-0.97%
-$7,529.13 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$3,658.38 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$21,887.23 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$4,315.25 
COPX Global X Copper Miners ETF
-0.81%
-$25,490.56 
KMB Kimberly-Clark Corporation
-0.8%
-$4,439.6 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$4,552.03 
INTF iShares International Equity Factor ETF
-0.73%
-$32,107.94 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.69%
-$46,993.44 
AMGN Amgen Inc.
-0.64%
-$5,101.38 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$31,550.4 
GS The Goldman Sachs Group, Inc.
-0.63%
-$6,045.83 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
-0.62%
-$27,598.7 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$8,107.52 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$7,588.31 
PRU Prudential Financial, Inc.
-0.56%
-$4,912.1 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$2,591.68 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,451.93 
ALL Allstate Corporation
-0.49%
-$3,807.74 
ISCV iShares Morningstar Small-Cap Value ETF
-0.46%
-$20,709.27 
PEP PepsiCo, Inc.
-0.46%
-$5,174.4 
DLX Deluxe Corporation
-0.42%
-$2,771.56 
VGT Vanguard Information Technology ETF
-0.38%
-$1,504.57 
MDT Medtronic plc
-0.37%
-$1,924.8 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$1,231.66 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$8,301.27 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$3,530.75 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$517.97 
FBND Fidelity Total Bond ETF
-0.27%
-$12,989.88 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.26%
-$18,112.69 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.25%
-$753.94 
COST Costco Wholesale Corporation
-0.24%
-$937.07 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$454.08 
IMCV iShares Morningstar Mid-Cap ETF
-0.19%
-$15,394.14 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$788.4 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.16%
-$11,598.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$316.79 
LNT Alliant Energy Corporation
-0.15%
-$770 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$1,823.05 
DVYE iShares Emerging Markets Dividend ETF
-0.09%
-$1,498.14 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$6,452.16 
VO Vanguard Mid-Cap ETF
-0.05%
-$200.72 
V Visa Inc. Class A
-0.04%
-$268.08 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.04%
-$577.42 Events
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Dividends
Dividend Analysis
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| Trades 763 | Longs Won 635/763 83% | Profit Factor 4.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $427,638.47 |
| Average Win $89,835.08 | Best Trade (Aug 07) $2.86M | Sharpe Ratio -13.7 |
| Average Loss -$89,626.11 | Worst Trade (Aug 03) -$9.5M | Z-Score 27.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3d | Expectancy $59,728.87 |
| 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 | 1,779 | 1,601 | 1,423 | 1,246 | 1,068 | 890 | 712 | 534 | 356 | 178 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Amy Elizabeth Ipsen?
The largest contributions to the portfolio's profits come from the following stocks: Xtrackers MSCI EAFE Hedged Equity ETF - $1.84M, Broadcom Inc - $1.38M, Flowers Foods, Inc - $1.32M, iShares Morningstar Growth ETF - $945,375.82, and iShares Gold Trust - $905,331.47. 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: Fiserv, Inc - $508,746.66, CVS Health Corporation - $47,297.15, United Parcel Service, Inc - $36,252.45, Amazon.com Inc - $27,353.26, and iShares MSCI Brazil ETF - $20,709.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Amy Elizabeth Ipsen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.94M earned over time. The largest contributors to dividend income include Flowers Foods, Inc - $1.43M, Xtrackers MSCI EAFE Hedged Equity ETF - $672,764.73, iShares Morningstar Mid-Cap ETF - $418,453.21, iShares Currency Hedged MSCI EAFE Small-Cap ETF - $333,461.98, and Fidelity Total Bond ETF - $315,249.71. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Amy Elizabeth Ipsen's monthly returns?
Amy Elizabeth Ipsen'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 Amy Elizabeth Ipsen's strategy be considered aggressive or moderate?
Amy Elizabeth Ipsen'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 Amy Elizabeth Ipsen's strategy?
Amy Elizabeth Ipsen'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.
