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:
46.69%
Gain +0.14%
Monthly
0.85%
Yearly
10.69%
Drawdown
17.54%
$154.56M
Equity
Holdings
$154.56M
Investment
$125.04M
$40.68M
Profit +$200,308.55
Realized
$11.15M
Unrealized
$29.52M
Dividends
$9.52M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$200,308.55
Win %
73%
This Week
Compared To Last Week
Gain
-1.27%
Profit
-$1.99M
Win %
73%
This Month
Compared to last month
Gain
-1.11%
Profit
-$1.73M
Win %
73%
This Year
Compared to last year
Gain
-0.61%
Profit
-$947,639.63
Win %
76%
MPC Marathon Petroleum Corporation
+4.76%
+$16,587.4 
BAH Booz Allen Hamilton Holding Corporation
+4.29%
+$17,584.95 
LYB LyondellBasell Industries N.V.
+3.4%
+$19,975.62 
ACN Accenture plc Class A
+3.2%
+$15,403.5 
DLX Deluxe Corporation
+3.17%
+$17,889.16 
OKE ONEOK, Inc.
+3.02%
+$20,686.8 
XLE Energy Select Sector SPDR Fund
+2.92%
+$40,920.15 
ALL Allstate Corporation
+2.76%
+$18,130.51 
EOG EOG Resources, Inc.
+2.74%
+$17,231.72 
XOM Exxon Mobil Corporation
+2.68%
+$21,652.39 
MDT Medtronic plc
+2.36%
+$12,150.3 
MCD McDonald's Corporation
+2.32%
+$6,866.16 
KO The Coca-Cola Company
+2.14%
+$5,021.36 
PEP PepsiCo, Inc.
+2.08%
+$20,778.45 
WMT Walmart Inc.
+2.08%
+$42,814.39 
JBHT J.B. Hunt Transport Services, Inc.
+1.95%
+$17,286.9 
SYY Sysco Corporation
+1.91%
+$12,349.47 
XLP Consumer Staples Select Sector SPDR Fund
+1.91%
+$5,392.92 
V Visa Inc. Class A
+1.88%
+$13,424.13 
HIG The Hartford Insurance Group, Inc.
+1.87%
+$9,503.34 
LMT Lockheed Martin Corporation
+1.62%
+$9,431.6 
UPS United Parcel Service, Inc.
+1.5%
+$8,499.42 
HSY The Hershey Company
+1.48%
+$4,994.88 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.39%
+$36,815.32 
CLX The Clorox Company
+1.31%
+$5,451.84 
BRK-B Berkshire Hathaway Inc.
+1.17%
+$6,648.72 
IMCV iShares Morningstar Mid-Cap ETF
+0.97%
+$76,970.7 
AAPL Apple Inc.
+0.93%
+$30,235.92 
UNP Union Pacific Corporation
+0.86%
+$5,865.77 
KMB Kimberly-Clark Corporation
+0.84%
+$4,086.45 
RWK Invesco S&P Midcap 400 Revenue ETF
+0.79%
+$49,930.53 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.76%
+$9,595 
FBRT Franklin BSP Realty Trust Inc.
+0.73%
+$476.01 
PRU Prudential Financial, Inc.
+0.71%
+$5,695.2 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.69%
+$2,056.2 
DVYE iShares Emerging Markets Dividend ETF
+0.63%
+$10,981.37 
ISCV iShares Morningstar Small-Cap Value ETF
+0.63%
+$26,306.37 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.62%
+$16,806.79 
IAU iShares Gold Trust
+0.61%
+$11,653.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.54%
+$1,182.5 
COST Costco Wholesale Corporation
+0.5%
+$1,931.7 
AWK American Water Works Company, Inc.
+0.49%
+$2,288.79 
AAAU Goldman Sachs Physical Gold ETF
+0.48%
+$5,427.63 
SRE Sempra
+0.48%
+$3,700.44 
WM Waste Management, Inc.
+0.47%
+$3,343.76 
USMV iShares MSCI USA Min Vol Factor ETF
+0.46%
+$954.96 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.43%
+$28,446.22 
DGRO iShares Core Dividend Growth ETF
+0.41%
+$5,055.44 
PNC The PNC Financial Services Group, Inc.
+0.39%
+$2,493.96 
FBND Fidelity Total Bond ETF
+0.32%
+$14,754.34 
VYM Vanguard High Dividend Yield ETF
+0.3%
+$2,001.73 
XLB Materials Select Sector SPDR Fund
+0.28%
+$2,112.07 
XLI Industrial Select Sector SPDR Fund
+0.24%
+$1,435.6 
FIW First Trust Water ETF
+0.22%
+$3,135.17 
VO Vanguard Mid-Cap ETF
+0.22%
+$878.15 
LNT Alliant Energy Corporation
+0.21%
+$980 
JPM JPMorgan Chase & Co.
+0.2%
+$2,885.73 
ILCV iShares Morningstar Value ETF
+0.17%
+$6,755.65 
SO The Southern Company
+0.15%
+$366.08 
BMY Bristol-Myers Squibb Company
+0.13%
+$868.56 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$793.02 
IQLT iShares MSCI International Quality Factor ETF
+0.05%
+$263.12 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.05%
+$219 
NUSC Nuveen ESG Small-Cap ETF
+0.04%
+$95.32 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.04%
+$69.6 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$488.31 
AVGO Broadcom Inc.
-4.02%
-$43,938.1 
COPX Global X Copper Miners ETF
-2.08%
-$69,103.32 
AMGN Amgen Inc.
-1.88%
-$15,982.86 
AMZN Amazon.com Inc
-1.74%
-$4,474.8 
CAT Caterpillar Inc.
-1.73%
-$7,654.54 
FTEC Fidelity MSCI Information Technology Index ETF
-1.5%
-$5,965.95 
VGT Vanguard Information Technology ETF
-1.47%
-$6,648.1 
MSFT Microsoft Corp.
-1.37%
-$20,386.55 
ILCG iShares Morningstar Growth ETF
-1.35%
-$85,900.75 
QQQ Invesco QQQ Trust, Series 1
-1.32%
-$20,933.01 
QQQM Invesco NASDAQ 100 ETF
-1.19%
-$21,092.4 
VUG Vanguard Growth ETF
-1.16%
-$7,555.27 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.11%
-$5,137.3 
ADI Analog Devices, Inc.
-1.02%
-$8,550.72 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.94%
-$3,383.5 
FHLC Fidelity MSCI Health Care Index ETF
-0.88%
-$3,817.44 
XLV Health Care Select Sector SPDR Fund
-0.87%
-$11,499.81 
GS The Goldman Sachs Group, Inc.
-0.86%
-$7,128.14 
FLO Flowers Foods, Inc.
-0.86%
-$22,171.95 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
-0.85%
-$37,960.89 
LIT GLOBAL X LITHIUM & BATTERY T
-0.75%
-$19,290.44 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.7%
-$1,438.8 
TXN Texas Instruments Inc
-0.61%
-$6,062.28 
EMR Emerson Electric Co.
-0.58%
-$2,979.43 
BUFQ FT Nasdaq Buffer ETF July.
-0.57%
-$12,373.45 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.57%
-$27,944.64 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.56%
-$7,220.76 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$3,290.26 
MMLP Martin Midstream Partners L.P.
-0.54%
-$117.23 
ESGU iShares ESG Aware MSCI USA ETF
-0.53%
-$10,458.18 
IVV iShares Core S&P 500 ETF
-0.5%
-$3,143.86 
VBK Vanguard Small-Cap Growth ETF
-0.5%
-$965.54 
ABT Abbott Laboratories
-0.47%
-$2,225.02 
INTF iShares International Equity Factor ETF
-0.39%
-$16,571.84 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.36%
-$5,774.2 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.31%
-$772.93 
VYMI Vanguard International High Dividend Yield Index Fund
-0.27%
-$1,320.3 
BUFR FT Vestladder Buffer ETF-USD I
-0.26%
-$6,952.65 
NEE NextEra Energy, Inc.
-0.22%
-$1,108.06 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.21%
-$15,078.18 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.17%
-$12,904.32 Events
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Dividends
Dividend Analysis
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| Trades 763 | Longs Won 600/763 78% | Profit Factor 4.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $438,883.58 |
| Average Win $89,273.42 | Best Trade (Oct 07) $3.01M | Sharpe Ratio -13.1 |
| Average Loss -$79,063.02 | Worst Trade (Oct 08) -$10.03M | Z-Score 12.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 2d | Expectancy $53,311.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 1,953 | 1,758 | 1,563 | 1,367 | 1,172 | 977 | 781 | 586 | 391 | 195 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 27,834 | $1.27M | $1.13M | - | -$142,533.58 | -11.2% | +0.482% |
| AAPL Apple Inc. | 9,691 | $1.61M | $3.29M | - | $1.68M | 104.78% | +0.927% |
| ABT Abbott Laboratories | 4,837 | $540,510.21 | $475,331.99 | - | -$65,178.22 | -12.06% | -0.466% |
| ACN Accenture plc Class A | 2,445 | $605,975.21 | $496,188.3 | - | -$109,786.91 | -18.12% | +3.204% |
| ADI Analog Devices, Inc. | 2,053 | $398,022.68 | $833,343.49 | - | $435,320.81 | 109.37% | -1.016% |
| ALL Allstate Corporation | 2,929 | $566,597.05 | $674,080.06 | - | $107,483.01 | 18.97% | +2.764% |
| AMGN Amgen Inc. | 2,057 | $543,809.9 | $833,722.67 | - | $289,912.77 | 53.31% | -1.881% |
| AMZN Amazon.com Inc | 990 | $217,196.32 | $252,846 | - | $35,649.68 | 16.41% | -1.739% |
| AVGO Broadcom Inc. | 2,905 | $181,139.1 | $1.05M | - | $868,684.35 | 479.57% | -4.017% |
| AWK American Water Works Company, Inc. | 3,633 | $457,826.33 | $465,060.33 | - | $7,234 | 1.58% | +0.495% |
| BAH Booz Allen Hamilton Holding Corporation | 5,961 | $566,018.91 | $427,046.04 | - | -$138,972.87 | -24.55% | +4.295% |
| BMY Bristol-Myers Squibb Company | 10,857 | $695,319.22 | $649,031.46 | - | -$46,287.76 | -6.66% | +0.134% |
| BRK-B Berkshire Hathaway Inc. | 1,125 | $546,491.3 | $576,179.97 | - | $29,688.67 | 5.43% | +1.167% |
| BUFQ FT Nasdaq Buffer ETF July. | 52,653 | $1.9M | $2.15M | - | $249,881.67 | 13.17% | -0.573% |
| BUFR FT Vestladder Buffer ETF-USD I | 69,457 | $2.37M | $2.62M | - | $251,822.11 | 10.61% | -0.264% |
| CAT Caterpillar Inc. | 545 | $197,637.56 | $435,882.82 | - | $238,245.26 | 120.55% | -1.726% |
| CLX The Clorox Company | 5,048 | $508,853.84 | $420,447.92 | - | -$88,405.92 | -17.37% | +1.314% |
| COPX Global X Copper Miners ETF | 39,829 | $1.55M | $3.26M | - | $1.71M | 110.26% | -2.076% |
| COST Costco Wholesale Corporation | 411 | $406,671.49 | $389,196.45 | - | -$17,475.04 | -4.3% | +0.499% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 90,144 | $3.32M | $4.91M | - | $1.59M | 47.73% | -0.566% |
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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 - $1.38M, iShares Morningstar Growth ETF - $952,668.66, 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, Amazon.com Inc - $27,353.26, United Parcel Service, Inc - $26,151.69, 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 $9.52M earned over time. The largest contributors to dividend income include Flowers Foods, Inc - $1.49M, Xtrackers MSCI EAFE Hedged Equity ETF - $672,764.73, iShares Morningstar Mid-Cap ETF - $462,748.99, iShares Currency Hedged MSCI EAFE Small-Cap ETF - $333,461.98, and Fidelity Total Bond ETF - $333,110.8. 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.
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