Steven Trigili Portfolio
Invests via Garden State Investment Advisory Services LLC | Managed by Garden State Investment Advisory Services LLC
Invests via Garden State Investment Advisory Services LLC
Managed by Garden State Investment Advisory Services LLC
Automatically Tracked
Steven Trigili Profile
Steven Trigili has made a significant mark in the finance sector through his expertise in investment management and corporate advisory. With a robust background in operational leadership, he navigates complex business challenges with acumen, making him an influential figure among executives seeking strategic growth. His hands-on experience spans several key industries, where he has excelled in driving value creation initiatives and optimizing organizational performance. Recognized for cultivating impactful relationships across diverse stakeholder groups, Steven plays an integral role in shaping the landscape of contemporary investing and corporate development.
Steven Trigili has made a significant mark in the finance sector through his expertise in investment management and corporate advisory. With a robust background in operational leadership, he navigates complex business challenges with acumen, making him an influential figure among executives seeking strategic growth. His hands-on experience spans several key industries, where he has excelled in driving value creation initiatives and optimizing organizational performance. Recognized for cultivating impactful relationships across diverse stakeholder groups, Steven plays an integral role in shaping the landscape of contemporary investing and corporate development.
Investment Philosophy & Strategy
Investment opportunities often hinge on the synthesis of strategic insight and operational expertise. Steven Trigili embodies this intersection, leveraging his extensive background in corporate advisory to identify areas ripe for growth. His approach favors proactive engagement with evolving market dynamics, facilitating well-informed decision-making that enhances value creation. An advocate for innovative strategies, he is adept at transforming organizational frameworks to capitalize on competitive advantages. Through building enduring partnerships across industries, effective collaboration emerges as a cornerstone of his investment methodology.
Investment opportunities often hinge on the synthesis of strategic insight and operational expertise. Steven Trigili embodies this intersection, leveraging his extensive background in corporate advisory to identify areas ripe for growth. His approach favors proactive engagement with evolving market dynamics, facilitating well-informed decision-making that enhances value creation. An advocate for innovative strategies, he is adept at transforming organizational frameworks to capitalize on competitive advantages. Through building enduring partnerships across industries, effective collaboration emerges as a cornerstone of his investment methodology.
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:
81.59%
Gain -1.58%
Monthly
1.76%
Yearly
23.31%
Drawdown
21.45%
$463.13M
Equity
Holdings
$463.13M
Investment
$331.24M
$185.87M
Profit -$5.59M
Realized
$53.98M
Unrealized
$131.89M
Dividends
$22.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.58%
Profit
-$5.59M
Win %
73%
This Week
Compared To Last Week
Gain
-0.73%
Profit
-$3.4M
Win %
73%
This Month
Compared to last month
Gain
-2.32%
Profit
-$10.97M
Win %
73%
This Year
Compared to last year
Gain
11.13%
Profit
$46.4M
Win %
73%
TER Teradyne, Inc.
+10.55%
+$74,081.84 
TSEM Tower Semiconductor Ltd.
+9.48%
+$69,951.3 
OKLL Defiance Daily Target 2X Long OKLO ETF
+9.43%
+$10,564.4 
SNDK SanDisk Corporation
+8.57%
+$16,802.99 
AMAT Applied Materials, Inc.
+7.69%
+$35,021.04 
MU Micron Technology, Inc.
+7.09%
+$275,305.91 
RGTI Rigetti Computing Inc
+6.98%
+$17,915.97 
DAPP VanEck Digital Transformation ETF
+5.95%
+$48,060 
INTC Intel Corporation
+5.71%
+$40,716.93 
AMD Advanced Micro Devices, Inc.
+5.41%
+$376,729.06 
MSTR Strategy Inc.
+5.37%
+$15,498 
LUMN Lumen Technologies Inc.
+5.31%
+$10,186.95 
CRWV CoreWeave, Inc.
+5.02%
+$34,571.4 
IBRX ImmunityBio, Inc.
+4.94%
+$3,700 
SLV iShares Silver Trust
+4.61%
+$24,736.1 
CRDO Credo Technology Group Holding Ltd.
+4.5%
+$15,741 
BTGD Stacked Bitcoin & Gold ETF
+3.92%
+$18,052.5 
RIOT Riot Platforms, Inc.
+3.84%
+$7,923.87 
GLW Corning Incorporated
+3.83%
+$25,420.72 
LRCX Lam Research Corporation
+3.75%
+$16,890.3 
TSLA Tesla, Inc.
+3.54%
+$97,907.3 
ORCL Oracle Corporation
+3.45%
+$7,236.13 
OSCR Oscar Health, Inc.
+3.43%
+$41,322.68 
ASML ASML Holding N.V. New York Registry Shares
+3.4%
+$16,322.65 
GDX VanEck Gold Miners ETF
+3.36%
+$12,378.38 
AUMI Themes Global Gold Miners ETF
+3.33%
+$9,971.5 
SMH VanEck Semiconductor ETF
+3.3%
+$151,430.66 
VCX Fundrise Innovation Fund, LLC
+3.23%
+$43,221.31 
AUR Aurora Innovation, Inc.
+3.12%
+$18,115.93 
KEYS Keysight Technologies, Inc.
+3.07%
+$12,172.32 
TEM Tempus AI, Inc.
+2.93%
+$6,567.5 
ARKQ Ark Autonomous Technology & Robotics ETF
+2.89%
+$10,079.67 
CNTN Canton Strategic Holdings, Inc.
+2.68%
+$835.84 
URA Global X Uranium ETF
+2.66%
+$8,291.5 
USO United States Oil Fund, LP
+2.59%
+$3.25 
VRT Vertiv Holdings Co
+2.58%
+$9,632 
NOG Northern Oil and Gas Inc.
+2.54%
+$7,155 
ARWR Arrowhead Pharmaceuticals Inc.
+2.48%
+$6,177.28 
IBIT iShares Bitcoin Trust
+2.45%
+$9,344.12 
TTEQ T. Rowe Price Technology ETF
+2.45%
+$26,052.75 
DTCR Global X Data Center & Digital Infrastructure ETF
+2.32%
+$6,981.12 
CAT Caterpillar Inc.
+2.31%
+$20,094.87 
PWB Invesco Large Cap Growth ETF
+2.24%
+$576,701.69 
CEG Constellation Energy Corporation
+2.2%
+$12,555 
XLK State Street Technology Select Sector SPDR ETF
+2.1%
+$8,355.22 
ZETA Zeta Global Holdings Corp.
+2.06%
+$10,266.74 
IDE Voya Infrastructure, Industrials and Materials Fund
+2.03%
+$3,456 
WCMI First Trust WCM International Equity ETF
+2.02%
+$22,840.28 
FV First Trust Dorsey Wright Focus 5 ETF
+2.02%
+$39,260.2 
DOW Dow Inc.
+1.98%
+$3,865.8 
F Ford Motor Company
+1.89%
+$7,507.98 
ISRG Intuitive Surgical, Inc.
+1.85%
+$8,312.69 
VGT Vanguard Information Technology ETF
+1.77%
+$7,621.92 
DXYZ Destiny Tech100 Inc.
+1.75%
+$7,171.97 
CI The Cigna Group
+1.69%
+$5,983.64 
XBI SPDR S&P Biotech ETF
+1.59%
+$7,404 
GLD SPDR Gold Shares
+1.56%
+$17,390.06 
VWO Vanguard FTSE Emerging Markets ETF
+1.56%
+$52,194.45 
APP AppLovin Corporation Class A Common Stock
+1.55%
+$19,193.86 
IWP iShares Russell Mid-Cap Growth ETF
+1.48%
+$13,345.53 
QQQ Invesco QQQ Trust, Series 1
+1.45%
+$218,957.9 
KLAR Klarna Group Plc
+1.44%
+$56.43 
MISL First Trust Indxx Aerospace & Defense ETF
+1.42%
+$35,910 
XOM Exxon Mobil Corporation
+1.4%
+$18,068.96 
IXUS iShares Core International Stock ETF
+1.39%
+$46,600.53 
AVGO Broadcom Inc.
+1.38%
+$116,928.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$7,092.23 
QQQI Neos NASDAQ-100 High Income ETF
+1.36%
+$27,617.54 
FANG Diamondback Energy Inc
+1.36%
+$5,285.42 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.36%
+$60,419.79 
VOT Vanguard Mid-Cap Growth ETF
+1.36%
+$3,924.28 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.36%
+$95,039.87 
LLY Eli Lilly and Company
+1.35%
+$54,780.4 
SCHF Schwab International Equity ETF
+1.34%
+$2,949.12 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.32%
+$6,098.04 
NU Nu Holdings Ltd.
+1.29%
+$3,172.68 
FBT First Trust NYSE Arca Biotechnology Index Fund
+1.28%
+$8,064 
IGLD FT Vest Gold Strategy Target Fund
+1.26%
+$4,043 
RTX RTX Corporation
+1.26%
+$6,149.77 
QCOM QUALCOMM Incorporated
+1.26%
+$4,438.36 
SOFI SoFi Technologies, Inc.
+1.21%
+$3,383.73 
OHI Omega Healthcare Investors Inc.
+1.2%
+$3,077.34 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+1.19%
+$2,724.65 
ILDR First Trust Innovation Leaders ETF
+1.16%
+$13,764.3 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+1.13%
+$55,322.15 
RDDT Reddit Inc Class A
+1.13%
+$3,218.5 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.12%
+$15,085.6 
JPM JPMorgan Chase & Co.
+1.12%
+$20,587.87 
FTXR First Trust Nasdaq Transportation ETF
+1.11%
+$9,560.92 
CSCO Cisco Systems, Inc.
+1.11%
+$15,301.48 
BBIO BridgeBio Pharma, Inc.
+1.1%
+$9,847.85 
JIRE JPMorgan International Research Enhanced Equity ETF
+1.08%
+$64,898.75 
ETN Eaton Corporation plc
+1.05%
+$3,071.57 
VBK Vanguard Small-Cap Growth ETF
+1.03%
+$4,739.25 
ABBV AbbVie Inc.
+1.03%
+$7,110.68 
NVDA NVIDIA Corporation
+0.97%
+$203,418.23 
PWR Quanta Services Inc.
+0.95%
+$11,770.33 
ARCC Ares Capital Corporation
+0.92%
+$3,768.62 
BAC Bank of America Corporation
+0.89%
+$4,464.04 
EQT EQT Corporation
+0.86%
+$2,582.58 
IWM iShares Russell 2000 ETF
+0.85%
+$27,487.5 
GE General Electric Company
+0.85%
+$2,070.6 
VUG Vanguard Growth ETF
+0.81%
+$2,007.9 
AMGN Amgen Inc.
+0.81%
+$1,731.66 
WFC Wells Fargo & Company
+0.8%
+$3,472.77 
XLG Invesco S&P 500 Top 50 ETF
+0.8%
+$4,830.6 
MGK Vanguard Mega Cap Growth ETF
+0.78%
+$18,808.8 
TMSL T. Rowe Price Small-Mid Cap ETF
+0.78%
+$32,554.83 
PFE Pfizer Inc.
+0.73%
+$3,483.54 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.73%
+$2,209.75 
MGV Vanguard Mega Cap Value ETF
+0.71%
+$2,971.6 
IWMI Neos Russell 2000 High Income ETF
+0.7%
+$16,117.2 
PWV Invesco Large Cap Value ETF
+0.68%
+$2,359.56 
OBIO Orchestra BioMed Holdings, Inc.
+0.67%
+$264.05 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$5,356.44 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.67%
+$5,383.25 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.67%
+$1,243.36 
IVV iShares Core S&P 500 ETF
+0.66%
+$17,334.46 
BX Blackstone Inc.
+0.66%
+$3,850.74 
MGC Vanguard Mega Cap ETF
+0.66%
+$2,440.38 
IJR iShares Core S&P Small-Cap ETF
+0.64%
+$2,426.37 
SPY SPDR S&P 500 ETF Trust
+0.64%
+$43,892.4 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.64%
+$22,660.2 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.63%
+$1,930.05 
XTN SPDR S&P Transportation ETF
+0.62%
+$6,872.4 
HTZWW Hertz Global Holdings, Inc. Warrant
+0.62%
+$109 
VOO Vanguard S&P 500 ETF
+0.62%
+$10,221.83 
XLI Industrial Select Sector SPDR Fund
+0.6%
+$2,511.2 
VO Vanguard Mid-Cap ETF
+0.6%
+$18,834.1 
FEX First Trust Large Cap Core Fund A
+0.6%
+$1,408.75 
SPYI NEOS S&P 500 High Income ETF
+0.58%
+$23,172.5 
JNJ Johnson & Johnson
+0.57%
+$3,686.07 
IJH iShares Core S&P Mid-Cap ETF
+0.55%
+$39,983.59 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.55%
+$85,305.22 
RDVY First Trust Rising Dividend Achievers ETF
+0.55%
+$3,182.52 
MDY SPDR S&P MidCap 400 ETF Trust
+0.55%
+$5,053.44 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.54%
+$2,382.53 
JQC Nuveen Credit Strategies Income Fund
+0.53%
+$322.23 
CAIE Calamos Autocallable Income ETF
+0.52%
+$2,069.2 
BA Boeing Company
+0.47%
+$2,334.27 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$1,471.12 
XLV Health Care Select Sector SPDR Fund
+0.44%
+$1,934.8 
BUFR FT Vestladder Buffer ETF-USD I
+0.43%
+$1,392.11 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.41%
+$2,166.76 
FMAR FT Vest U.S. Equity Buffer ETF
+0.4%
+$997.5 
XTOC Innovator U.S. Equity Accelerated Plus ETF
+0.39%
+$926.1 
XYLD Global X S&P 500 Covered Call ETF
+0.37%
+$5,032.95 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.35%
+$2,037.75 
RWL Invesco S&P 500 Revenue ETF
+0.34%
+$25,069.44 
JEPI JPMorgan Equity Premium Income Fund
+0.34%
+$25,330.76 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.34%
+$1,290 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.33%
+$1,623.3 
BSEP Innovator U.S. Equity Buffer ETF
+0.33%
+$2,764.58 
WEEL Peerless Option Income Wheel ETF
+0.33%
+$4,090.32 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.31%
+$5,470.56 
UDEC Innovator U.S. Equity Ultra Fund
+0.31%
+$1,859 
UFEB Innovator U.S. Equity Ultra ETF
+0.31%
+$942 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$15,032.83 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.27%
+$832.59 
XLE Energy Select Sector SPDR Fund
+0.27%
+$6,095.69 
IVE ISHARES S&P 500 VALUE ETF
+0.26%
+$748.38 
GOF Guggenheim Strategic Opportunities Fund
+0.23%
+$385.7 
TDVG T. Rowe Price Dividend Growth ETF
+0.22%
+$1,898.05 
META Meta Platforms Inc Class A
+0.22%
+$23,948.4 
EVV Eaton Vance Limited Duration Income Fund
+0.22%
+$209.78 
RSP Invesco S&P 500 Equal Weight ETF
+0.21%
+$12,976.65 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+0.21%
+$814.82 
HEDG Equable Shares Hedged Equity ETF
+0.2%
+$32,118.2 
NLY Annaly Capital Management, Inc.
+0.2%
+$474.84 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.2%
+$489.41 
XLF Financial Select Sector SPDR Fund
+0.2%
+$1,907.18 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.19%
+$567 
CVX Chevron Corporation
+0.19%
+$743.14 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.19%
+$584.8 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.18%
+$17,010.67 
UJUN Innovator U.S. Equity Ultra Fund
+0.18%
+$1,206.45 
FDN First Trust Dow Jones Internet Index Fund
+0.17%
+$1,721.61 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.17%
+$357.36 
VCR Vanguard Consumer Discretionary ETF
+0.16%
+$437.26 
IWD iShares Russell 1000 Value ETF
+0.15%
+$387.73 
NFLX Netflix, Inc.
+0.13%
+$2,510.1 
HYTI FT Vest High Yield & Target Income ETF
+0.13%
+$6,765.85 
SCHD Schwab U.S. Dividend Equity ETF
+0.13%
+$5,313.26 
PRU Prudential Financial, Inc.
+0.13%
+$360.6 
BUFF Innovator Laddered Allocation Fund
+0.12%
+$6,381.96 
T AT&T Inc.
+0.11%
+$690.17 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.11%
+$2,683.38 
BKLN Invesco Senior Loan ETF
+0.07%
+$364.8 
CLM Cornerstone Strategic Investment Fund, Inc.
+0.07%
+$286.3 
SRLN SPDR Blackstone Senior Loan ETF
+0.05%
+$324.06 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.05%
+$1,860.33 
DEUS Xtrackers Russell US Multifactor ETF
+0.04%
+$1,500.56 
TRPA Hartford AAA CLO ETF
+0.04%
+$411.24 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$87.76 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$307.38 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$48.65 
BINC iShares Flexible Income Active ETF
+0.02%
+$233.83 
AAPL Apple Inc.
+0.02%
+$2,450.64 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$29.8 
AAPR
0%
$0 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
CPSR Calamos S&P 500 Structured Alt Protection ETF – March
0%
$0 
DUOG
0%
$0 
FIGG
0%
$0 
HIMU
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MRCC Monroe Capital Corporation
0%
$0 
TGLR
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ADBG Leverage Shares 2x Long Adobe ETP
-3.62%
-$3,435.24 
CRWD CrowdStrike Holdings, Inc.
-2.69%
-$40,891.76 
PANW Palo Alto Networks, Inc.
-2.32%
-$27,092.27 
TCAL T. Rowe Price Capital Appreciation Premium Income ETF
-2.31%
-$7,295.45 
GHC Graham Holdings Co.
-2.13%
-$8,629.25 
RKT Rocket Companies, Inc. Class A
-1.75%
-$294 
BABA Alibaba Group Holding Limited SP ADR
-1.65%
-$4,260.96 
PSEC Prospect Capital Corporation
-1.57%
-$2,043.76 
MO Altria Group, Inc.
-1.56%
-$12,181.24 
PYPL PayPal Holdings Inc
-1.45%
-$5,387.25 
MELI MercadoLibre, Inc.
-1.32%
-$5,456.25 
CLX The Clorox Company
-1.22%
-$2,595.06 
MCD McDonald's Corporation
-1.11%
-$3,151.17 
PM Philip Morris International Inc.
-1.11%
-$3,777.1 
CRM Salesforce Inc
-1.1%
-$3,920.64 
HD The Home Depot, Inc.
-1.08%
-$9,766.81 
GWW W.W. Grainger, Inc.
-1.05%
-$4,144.28 
SHOP Shopify Inc.
-1.03%
-$2,135.67 
WMT Walmart Inc.
-1.03%
-$11,739.42 
AMZN Amazon.com Inc
-0.98%
-$134,003.72 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.84%
-$11,819.5 
GILD Gilead Sciences Inc.
-0.83%
-$2,343 
KRE SPDR S&P Regional Banking ETF
-0.78%
-$4,164.4 
V Visa Inc. Class A
-0.78%
-$6,909.79 
MOAT VanEck Morningstar Wide Moat Fund
-0.76%
-$12,525.84 
COST Costco Wholesale Corporation
-0.75%
-$5,908 
VDC VANGUARD CONSUMER STAPLES ETF
-0.73%
-$3,471.53 
GOOG Alphabet Inc
-0.72%
-$36,870.79 
MA Mastercard Incorporated
-0.72%
-$2,682.05 
GOOGL Alphabet Inc
-0.71%
-$36,094.62 
IBM International Business Machines Corporation
-0.7%
-$1,600.5 
FISV Fiserv, Inc.
-0.7%
-$99 
AMZA InfraCap MLP ETF
-0.69%
-$1,572.36 
MGM MGM Resorts International
-0.67%
-$2,032.05 
MDST Westwood Salient Enhanced Midstream ETF
-0.62%
-$18,324.9 
TGT Target Corporation
-0.59%
-$671.48 
GOOY YieldMax GOOGL Option Income Strategy ETF
-0.58%
-$1,273.05 
KVUE Kenvue Inc.
-0.58%
-$37.07 
PINS Pinterest, Inc. Class A
-0.52%
-$459.48 
CARR Carrier Global Corporation
-0.48%
-$1,680.96 
VMO Invesco Municipal Opportunity Trust
-0.46%
-$14,716.12 
XLC Communication Services Select Sector SPDR Fund
-0.46%
-$2,565.4 
FPE First Trust Preferred Securities and Income ETF
-0.45%
-$1,175.44 
FTSL First Trust Senior Loan ETF
-0.45%
-$9,496 
INTU Intuit Inc.
-0.41%
-$1,171.19 
ADC Agree Realty Corporation
-0.36%
-$2,125.41 
AFRM Affirm Holdings, Inc.
-0.36%
-$95.58 
UBER Uber Technologies, Inc.
-0.35%
-$5,918.75 
VZ Verizon Communications Inc.
-0.33%
-$2,721.22 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.32%
-$2,062.44 
MTCH Match Group, Inc.
-0.31%
-$1,536.36 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.3%
-$1,886.66 
MHD BlackRock MuniHoldings Fund Inc.
-0.3%
-$1,194.27 
RDVI FT Vest Rising Dividend Achievers Fund
-0.29%
-$4,368.66 
SDY SPDR S&P Dividend ETF
-0.28%
-$919.77 
MSFT Microsoft Corp.
-0.28%
-$14,683.08 
PLTR Palantir Technologies Inc.
-0.27%
-$12,191.53 
SHYD VanEck Short High Yield Municipal Fund
-0.26%
-$1,446.06 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
-0.26%
-$1,931.09 
TLT iShares 20+ Year Treasury Bond ETF
-0.25%
-$3,363.99 
DVY iShares Select Dividend ETF
-0.25%
-$765.9 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$8,836.94 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.24%
-$3,288.78 
XLU Utilities Select Sector SPDR Fund
-0.22%
-$559.7 
ROKU Roku, Inc.
-0.22%
-$592 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.22%
-$823.21 
VPU Vanguard Utilities ETF
-0.21%
-$644.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.19%
-$919 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$375.48 
DIS The Walt Disney Company
-0.16%
-$1,307.25 
GOVT iShares U.S. Treasury Bond ETF
-0.15%
-$820.95 
JCPB JPMorgan Core Plus Bond ETF
-0.15%
-$2,184.04 
CMCSA Comcast Corp
-0.15%
-$239.57 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.13%
-$1,249.64 
FTMH Franklin Municipal High Yield ETF
-0.13%
-$255.88 
PDI Pimco Dynamic Income Fund
-0.12%
-$916.8 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$1,085.67 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$740.3 
COWZ Pacer US Cash Cows 100 ETF
-0.06%
-$762.48 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.05%
-$245.37 
BTT BlackRock Municipal 2030 Target Term Trust
-0.04%
-$92 
NEE NextEra Energy, Inc.
-0.01%
-$66.16 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.01%
-$146.14 Events
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Dividends
Dividend Analysis
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| Trades 3105 | Longs Won 2072/3105 66% | Profit Factor 13.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $487,287.1 |
| Average Win $97,047.19 | Best Trade (Jul 22) $15.62M | Sharpe Ratio -58.71 |
| Average Loss -$14,757.19 | Worst Trade (Jul 27) -$1.74M | Z-Score 1.89 (94.17%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 1d | Expectancy $59,862.09 |
| 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 | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
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Returns
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FAQ
Which stocks have generated the highest profits for Steven Trigili?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $19.11M, Invesco QQQ Trust, Series 1 - $4.33M, Apple Inc - $3.06M, NVIDIA Corporation - $1.91M, and Meta Platforms Inc Class A - $1.8M. 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: Nio Inc - $1.16M, Icahn Enterprises L.P - $831,125.76, Bloom Energy Corporation - $212,059, UnitedHealth Group Incorporated - $182,418.36, and Dada Nexus Ltd - $169,448.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Steven Trigili's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.15M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.6M, JPMorgan Nasdaq Equity Premium Income ETF - $1.56M, JPMorgan Core Plus Bond ETF - $925,053.53, Schwab U.S. Dividend Equity ETF - $572,530.5, and Vanguard Short-Term Corporate Bond ETF - $559,580.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Steven Trigili's monthly returns?
Steven Trigili's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Steven Trigili's strategy be considered aggressive or moderate?
Steven Trigili's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Steven Trigili's strategy?
Steven Trigili'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.
