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:
30.32%
Gain +3.95%
Monthly
0.75%
Yearly
9.38%
Drawdown
18.51%
$159.63M
Equity
Holdings
$159.63M
Investment
$123.46M
$46.03M
Profit +$6.84M
Realized
$9.2M
Unrealized
$36.82M
Dividends
$7.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.95%
Profit
$6.84M
Win %
79%
This Week
Compared To Last Week
Gain
4.48%
Profit
$6.84M
Win %
79%
This Month
Compared to last month
Gain
4.65%
Profit
$7.1M
Win %
79%
This Year
Compared to last year
Gain
9.78%
Profit
$14.32M
Win %
81%
COPX Global X Copper Miners ETF
+3.38%
+$111,916.68 
TSN Tyson Foods Inc.
+3.22%
+$19,312.31 
DLX Deluxe Corporation
+2.77%
+$19,086.72 
GS The Goldman Sachs Group, Inc.
+2.62%
+$25,293.62 
JPM JPMorgan Chase & Co.
+2.31%
+$31,226.41 
LIT GLOBAL X LITHIUM & BATTERY T
+2.02%
+$60,481.15 
XLB Materials Select Sector SPDR Fund
+1.87%
+$14,962.56 
PRU Prudential Financial, Inc.
+1.87%
+$13,989.7 
LYB LyondellBasell Industries N.V.
+1.75%
+$10,388.49 
ACN Accenture plc Class A
+1.65%
+$6,491.52 
UNP Union Pacific Corporation
+1.65%
+$10,882.06 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$11,773.8 
OKE ONEOK, Inc.
+1.56%
+$10,861.46 
AWK American Water Works Company, Inc.
+1.5%
+$6,510 
CAT Caterpillar Inc.
+1.44%
+$7,220.53 
ADI Analog Devices, Inc.
+1.37%
+$13,436.86 
XLF Financial Select Sector SPDR Fund
+1.37%
+$21,190.32 
FISV Fiserv, Inc.
+1.36%
+$2,880 
NEE NextEra Energy, Inc.
+1.35%
+$7,529.05 
TXN Texas Instruments Inc
+1.35%
+$14,069.97 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.34%
+$16,493.72 
FBRT Franklin BSP Realty Trust Inc.
+1.21%
+$1,034 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$5,192.32 
V Visa Inc. Class A
+1.05%
+$6,382.78 
NUSC Nuveen ESG Small-Cap ETF
+1.01%
+$2,462.21 
VO Vanguard Mid-Cap ETF
+0.97%
+$3,930.06 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$26,093.6 
HIG The Hartford Insurance Group, Inc.
+0.95%
+$4,750.72 
ALL Allstate Corporation
+0.94%
+$6,175.85 
JKI iShares Morningstar Mid-Cap Value ETF
+0.91%
+$70,444.34 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.91%
+$14,620.06 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.91%
+$61,953.02 
DVYE iShares Emerging Markets Dividend ETF
+0.88%
+$14,587.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$1,968.79 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.85%
+$3,106.82 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$62,790.78 
JKK iShares Morningstar Small-Cap Growth ETF
+0.83%
+$60,056.36 
SRE Sempra
+0.82%
+$7,272 
RWK Invesco S&P Midcap 400 Revenue ETF
+0.81%
+$54,467.94 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$5,424.63 
SO The Southern Company
+0.78%
+$2,050.57 
XLE Energy Select Sector SPDR Fund
+0.75%
+$9,444.52 
FIW First Trust Water ETF
+0.74%
+$9,614.28 
KMB Kimberly-Clark Corporation
+0.74%
+$3,475.5 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$7,162.2 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
+0.71%
+$30,968.72 
JKF iShares Morningstar Large-Cap Value ETF
+0.69%
+$8,135.4 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$8,318.96 
EMR Emerson Electric Co.
+0.69%
+$3,156.62 
COST Costco Wholesale Corporation
+0.68%
+$4,735.25 
LNT Alliant Energy Corporation
+0.68%
+$3,430 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$11,741.12 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$1,889.25 
FTEC Fidelity MSCI Information Technology Index ETF
+0.61%
+$2,190.24 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$8,857.84 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$3,687.4 
VGT Vanguard Information Technology ETF
+0.58%
+$2,428.08 
IVV iShares Core S&P 500 ETF
+0.55%
+$3,267.93 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.54%
+$1,563.22 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$13,940.4 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$3,148.1 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$2,651.94 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$8,992.62 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$5,710.6 
HSY The Hershey Company
+0.45%
+$1,731.84 
WMT Walmart Inc.
+0.45%
+$9,615.26 
BMY Bristol-Myers Squibb Company
+0.4%
+$2,560.13 
PEP PepsiCo, Inc.
+0.38%
+$4,309.74 
INTF iShares International Equity Factor ETF
+0.36%
+$14,816.7 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.35%
+$16,956.36 
AMGN Amgen Inc.
+0.32%
+$2,460.15 
JKE iShares Morningstar Large-Cap Growth ETF
+0.32%
+$19,018.08 
WM Waste Management, Inc.
+0.3%
+$2,290.23 
XOM Exxon Mobil Corporation
+0.28%
+$2,137.66 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$6,736.4 
BAH Booz Allen Hamilton Holding Corporation
+0.27%
+$1,069.95 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$3,223.74 
VUG Vanguard Growth ETF
+0.18%
+$1,103.4 
AAAU Goldman Sachs Physical Gold ETF
+0.12%
+$1,296.15 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$521 
KO The Coca-Cola Company
+0.11%
+$245.16 
MSFT Microsoft Corp.
+0.1%
+$1,101.57 
EOG EOG Resources, Inc.
+0.09%
+$541.39 
BUFQ FT Nasdaq Buffer ETF July.
+0.08%
+$1,433.64 
IAU iShares Gold Trust
+0.08%
+$1,541.46 
IQLT iShares MSCI International Quality Factor ETF
+0.04%
+$207.38 
JKL iShares Morningstar Small-Cap Value ETF
+0.03%
+$2,902.17 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$481.26 
MCD McDonald's Corporation
+0.01%
+$51.05 
MMLP Martin Midstream Partners L.P.
-8.5%
-$2,925.5 
ABT Abbott Laboratories
-1.64%
-$6,888.42 
AAPL Apple Inc.
-1.52%
-$44,860.5 
LMT Lockheed Martin Corporation
-1.52%
-$9,660.92 
CLX The Clorox Company
-1.51%
-$6,945.64 
AMZN Amazon.com Inc
-1.23%
-$3,137.59 
AVGO Broadcom Inc.
-0.91%
-$12,243.01 
UPS United Parcel Service, Inc.
-0.51%
-$3,408.91 
IXJ iShares Global Healthcare ETF
-0.24%
-$3,039.45 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$2,180.89 
MDT Medtronic plc
-0.16%
-$793.13 
FHLC Fidelity MSCI Health Care Index ETF
-0.14%
-$526.21 
FBND Fidelity Total Bond ETF
-0.13%
-$6,355.14 
FLO Flowers Foods, Inc.
-0.13%
-$4,434.39 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.07%
-$151.11 Events
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Dividends
Dividend Analysis
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| Trades 661 | Longs Won 526/661 79% | Profit Factor 5.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $507,015.39 |
| Average Win $108,332.91 | Best Trade (Jun 14) $6.47M | Sharpe Ratio -15.29 |
| Average Loss -$81,166.75 | Worst Trade (Jun 14) -$9.15M | Z-Score 14.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 4d | Expectancy $69,630.25 |
| 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 | 1,969 | 1,772 | 1,575 | 1,378 | 1,181 | 984 | 787 | 591 | 394 | 197 |
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Returns
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