WCI
W.H. Cornerstone Investments Inc. Portfolio
Invests via W.H. Cornerstone Investments Inc. | Managed by William M. Harris, Paula S. Harris
Invests via W.H. Cornerstone Investments Inc.
Managed by William M. Harris, Paula S. Harris
Automatically Tracked
Company Profile
With a focus on alternative asset classes, W.H. Cornerstone Investments Inc. operates as an innovative investment firm dedicated to unlocking value across various sectors. This entity specializes in sourcing and managing unique opportunities, delivering tailored solutions for institutional investors and high-net-worth individuals alike. Positioned at the intersection of private equity and real estate ventures, it capitalizes on its extensive market knowledge to drive growth and enhance returns for its stakeholders. Leveraging a robust network of industry partnerships, W.H. Cornerstone strives to establish itself as a leading player within the dynamic landscape of alternative investments.
With a focus on alternative asset classes, W.H. Cornerstone Investments Inc. operates as an innovative investment firm dedicated to unlocking value across various sectors. This entity specializes in sourcing and managing unique opportunities, delivering tailored solutions for institutional investors and high-net-worth individuals alike. Positioned at the intersection of private equity and real estate ventures, it capitalizes on its extensive market knowledge to drive growth and enhance returns for its stakeholders. Leveraging a robust network of industry partnerships, W.H. Cornerstone strives to establish itself as a leading player within the dynamic landscape of alternative investments.
Investment Philosophy & Strategy
Identifying unique opportunities in the alternative investments sector, W.H. Cornerstone Investments Inc. seeks to cultivate robust growth by leveraging its deep industry expertise. By focusing on innovative strategies that blend private equity and real estate, it aims to provide bespoke investment solutions tailored to client needs. The firm values strategic partnerships that enhance access to market insights and foster collaborative initiatives for better decision-making. With a commitment to delivering differentiated performance, there is an emphasis on integrating diverse asset classes into cohesive investment frameworks.
Identifying unique opportunities in the alternative investments sector, W.H. Cornerstone Investments Inc. seeks to cultivate robust growth by leveraging its deep industry expertise. By focusing on innovative strategies that blend private equity and real estate, it aims to provide bespoke investment solutions tailored to client needs. The firm values strategic partnerships that enhance access to market insights and foster collaborative initiatives for better decision-making. With a commitment to delivering differentiated performance, there is an emphasis on integrating diverse asset classes into cohesive investment frameworks.
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:
53.81%
Gain +0.97%
Monthly
1.16%
Yearly
14.9%
Drawdown
15.91%
$180.92M
Equity
Holdings
$180.92M
Investment
$136.48M
$62.62M
Profit +$1.31M
Realized
$18.17M
Unrealized
$44.45M
Dividends
$10.74M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.97%
Profit
$1.31M
Win %
66%
This Week
Compared To Last Week
Gain
0.73%
Profit
$1.31M
Win %
66%
This Month
Compared to last month
Gain
-0.28%
Profit
-$514,421.06
Win %
66%
This Year
Compared to last year
Gain
2.24%
Profit
$3.98M
Win %
65%
INTC Intel Corporation
+11.61%
+$25,283.05 
META Meta Platforms Inc Class A
+7.01%
+$51,326 
CLS Celestica Inc.
+4.12%
+$18,865 
TSLA Tesla, Inc.
+3.7%
+$14,682.31 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+3.12%
+$11,021.01 
KLAC KLA Corporation
+2.51%
+$12,529.65 
XLC Communication Services Select Sector SPDR Fund
+2.47%
+$5,482.74 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.18%
+$9,504 
GOOG Alphabet Inc
+2.17%
+$4,425.2 
ETN Eaton Corporation plc
+1.91%
+$19,039.46 
GOOGL Alphabet Inc
+1.89%
+$113,201.83 
IEMG iShares Core MSCI Emerging Markets ETF
+1.89%
+$8,702.99 
NMT Nuveen Massachusetts Quality Municipal Income Fund
+1.84%
+$2,499.12 
ALB Albemarle Corporation
+1.74%
+$4,533.57 
XLK State Street Technology Select Sector SPDR ETF
+1.71%
+$5,394.98 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.53%
+$42,479.89 
USXF iShares ESG Aware MSCI USA ETF
+1.47%
+$2,989.93 
AMGN Amgen Inc.
+1.38%
+$5,963.73 
TJX The TJX Companies, Inc.
+1.12%
+$7,413.12 
SCHW Charles Schwab Corporation
+1.09%
+$3,141.8 
DSI iShares MSCI KLD 400 Social ETF
+1.08%
+$5,396.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.06%
+$102,905.74 
ESGU iShares ESG Aware MSCI USA ETF
+1.04%
+$4,868.22 
IWB iShares Russell 1000 ETF
+1.03%
+$15,060.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.99%
+$261,643.18 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.99%
+$14,606.04 
SCHB Schwab U.S. Broad Market ETF
+0.99%
+$14,206.23 
BX Blackstone Inc.
+0.98%
+$2,574.2 
IVV iShares Core S&P 500 ETF
+0.97%
+$29,317.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.97%
+$5,537.16 
VNQ Vanguard Real Estate ETF
+0.97%
+$1,967.4 
SPY SPDR S&P 500 ETF Trust
+0.96%
+$16,052.76 
GS The Goldman Sachs Group, Inc.
+0.89%
+$4,340.84 
MRK Merck & Co., Inc.
+0.88%
+$3,524.28 
LLY Eli Lilly and Company
+0.87%
+$6,603.15 
AMZN Amazon.com Inc
+0.8%
+$41,815.76 
MATX Matson Inc.
+0.79%
+$1,929.87 
DFGR Dimensional Global Real Estate ETF
+0.72%
+$9,906.2 
IWM iShares Russell 2000 ETF
+0.68%
+$6,779.48 
NVDA NVIDIA Corporation
+0.61%
+$9,819.2 
JPM JPMorgan Chase & Co.
+0.59%
+$7,225.89 
TLH iShares 10-20 Year Treasury Bond ETF
+0.58%
+$2,538.8 
JNJ Johnson & Johnson
+0.57%
+$11,425.33 
BLK BlackRock, Inc.
+0.54%
+$5,227.59 
IWD iShares Russell 1000 Value ETF
+0.5%
+$1,122.66 
SHW The Sherwin-Williams Company
+0.5%
+$4,070.37 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.47%
+$8,982.67 
IBM International Business Machines Corporation
+0.45%
+$1,785.68 
CSCO Cisco Systems, Inc.
+0.41%
+$3,671.55 
DISV Dimensional International Small Cap Equity Fund
+0.4%
+$6,164.37 
ORCL Oracle Corporation
+0.4%
+$1,282.32 
WMB The Williams Companies, Inc.
+0.39%
+$794.91 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.39%
+$1,318.12 
EME EMCOR Group, Inc.
+0.39%
+$1,473.54 
PPG PPG Industries Inc.
+0.38%
+$1,623.6 
AVDV Avantis International Small Cap Value ETF
+0.35%
+$3,102.84 
BNDX Vanguard Total International Bond ETF
+0.35%
+$20,348.96 
WMT Walmart Inc.
+0.35%
+$5,748.69 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$3,562.76 
MDT Medtronic plc
+0.29%
+$1,916.51 
MTGP WisdomTree Mortgage Plus Bond Fund
+0.29%
+$3,062.5 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.27%
+$3,566.95 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.27%
+$583.8 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.26%
+$13,516.88 
TIP iShares TIPS Bond ETF
+0.26%
+$823.23 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.24%
+$3,685 
MPLX MPLX LP
+0.24%
+$519.82 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.24%
+$1,651.45 
AAPL Apple Inc.
+0.23%
+$20,791.22 
IAGG iShares International Aggregate Bond Fund
+0.23%
+$726.57 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.23%
+$615.4 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.23%
+$684.86 
VIG Vanguard Dividend Appreciation ETF
+0.21%
+$549.27 
DHI D.R. Horton, Inc.
+0.21%
+$451.23 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.21%
+$8,658.95 
EPD Enterprise Products Partners L.P.
+0.18%
+$449.12 
JMUB JPMorgan Municipal Bond ETF
+0.17%
+$650.67 
ABBV AbbVie Inc.
+0.16%
+$1,507.19 
CHD Church & Dwight Co., Inc.
+0.15%
+$544.74 
TGT Target Corporation
+0.14%
+$455.37 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.11%
+$6,540.07 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.1%
+$1,414.4 
ECL Ecolab Inc.
+0.08%
+$1,125.95 
STIP iShares 0-5 Year TIPS Bond ETF
+0.07%
+$222.9 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.07%
+$211.5 
MUB iShares National Muni Bond ETF
+0.07%
+$798.35 
VTEB Vanguard Tax-Exempt Bond ETF
+0.06%
+$500.94 
PAGP Plains GP Holdings, L.P.
+0.04%
+$105.83 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$187.71 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.03%
+$814.35 
AVGO Broadcom Inc.
+0.02%
+$100.49 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
XLRE The Real Estate Select Sector SPDR Fund
0%
$0 
QSIG WisdomTree U.S. Short-Term Corporate Bond Fund
0%
$0 7840
78409V112
0%
$0 
XOM Exxon Mobil Corporation
-2.43%
-$40,285.46 
XLE Energy Select Sector SPDR Fund
-2.25%
-$27,956 
TMUS T-Mobile US, Inc.
-2.15%
-$11,412.55 
EBAY eBay Inc.
-1.87%
-$5,323.4 
CVX Chevron Corporation
-1.66%
-$14,938.31 
ES Eversource Energy
-1.28%
-$5,228.06 
JPC Nuveen Preferred & Income Opportunities Fund
-1.27%
-$981.36 
LOW Lowe's Companies Inc.
-1.08%
-$7,209.31 
RSG Republic Services, Inc.
-1.05%
-$7,444.22 
ADP Automatic Data Processing Inc.
-1.04%
-$8,458.87 
WES Western Midstream Partners, LP
-1.04%
-$2,671.97 
SYY Sysco Corporation
-0.96%
-$12,989.97 
GPC Genuine Parts Company
-0.87%
-$4,034.25 
PEP PepsiCo, Inc.
-0.85%
-$4,606.5 
HD The Home Depot, Inc.
-0.81%
-$2,183.17 
CRS Carpenter Technology Corporation
-0.78%
-$2,060.57 
ET Energy Transfer L.P.
-0.76%
-$1,822.72 
AWK American Water Works Company, Inc.
-0.73%
-$4,539.14 
CHE Chemed Corporation
-0.62%
-$3,030.1 
KO The Coca-Cola Company
-0.51%
-$2,094.75 
ATO Atmos Energy Corporation
-0.49%
-$1,758.9 
LIN Linde plc
-0.48%
-$3,633.24 
UNH UnitedHealth Group Incorporated
-0.47%
-$2,771.98 
MCD McDonald's Corporation
-0.44%
-$1,505.64 
ED Consolidated Edison, Inc.
-0.4%
-$1,701.7 
BDX Becton, Dickinson and Company
-0.39%
-$1,980.19 
BRK-B Berkshire Hathaway Inc.
-0.39%
-$1,004.95 
CME CME Group Inc.
-0.37%
-$1,424.34 
CTAS Cintas Corporation
-0.37%
-$1,269.47 
CB Chubb Limited
-0.27%
-$1,505.69 
ABT Abbott Laboratories
-0.26%
-$1,283.58 
AOS A. O. Smith Corporation
-0.25%
-$837.2 
PG Procter & Gamble Co
-0.25%
-$3,826.8 
PAA Plains All American Pipeline, L.P.
-0.22%
-$615.95 
V Visa Inc. Class A
-0.21%
-$3,423.22 
ALLE Allegion plc
-0.16%
-$798.5 
DUK Duke Energy Corporation
-0.16%
-$791.73 
COST Costco Wholesale Corporation
-0.16%
-$6,003.78 
ELD WisdomTree Emerging Markets Local Debt Fund
-0.15%
-$339.77 
AVUV Avantis U.S. Small Cap Value ETF
-0.12%
-$1,490.58 
MA Mastercard Incorporated
-0.1%
-$367.37 
AEP American Electric Power Company, Inc.
-0.08%
-$327.1 
AFL Aflac Inc.
-0.05%
-$566.28 
DFSV Dimensional US Small Cap Value ETF
-0.03%
-$774.73 
MSFT Microsoft Corp.
-0.02%
-$1,369.3 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.02%
-$54.8 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1912 | Longs Won 1275/1912 66% | Profit Factor 9.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $191,361.19 |
| Average Win $54,579.04 | Best Trade (Sep 22) $4.64M | Sharpe Ratio -9.49 |
| Average Loss -$10,937.57 | Worst Trade (Jun 29) -$279,369.66 | Z-Score 3.6 (99.97%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 5d | Expectancy $32,751.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 554 | $225.67 | $225.67 | - | - | - | 0.0 |
| AAPL Apple Inc. | 26,318 | $3.77M | $8.87M | - | $5.09M | 134.95% | +0.235% |
| ABBV AbbVie Inc. | 3,505 | $828,136.61 | $926,686.95 | - | $98,550.34 | 11.9% | +0.163% |
| ABT Abbott Laboratories | 4,754 | $463,290.64 | $486,524.36 | - | $23,233.72 | 5.01% | -0.263% |
| ADP Automatic Data Processing Inc. | 2,989 | $658,390.72 | $802,217.71 | - | $143,826.99 | 21.85% | -1.043% |
| AEP American Electric Power Company, Inc. | 3,271 | $352,588.38 | $392,192.9 | - | $39,604.52 | 11.23% | -0.083% |
| AFL Aflac Inc. | 10,296 | $604,438.54 | $1.2M | - | $592,728.86 | 98.06% | -0.047% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 31,017 | $1.35M | $1.31M | - | -$38,306 | -2.84% | +0.273% |
| ALB Albemarle Corporation | 2,349 | $384,113.47 | $265,061.16 | - | -$119,052.31 | -30.99% | +1.74% |
| ALLE Allegion plc | 3,194 | $566,455.9 | $485,583.82 | - | -$80,872.08 | -14.28% | -0.164% |
| AMGN Amgen Inc. | 1,121 | $317,199.53 | $438,277.37 | - | $121,077.84 | 38.17% | +1.379% |
| AMZN Amazon.com Inc | 20,599 | $2.32M | $5.27M | - | $2.95M | 126.91% | +0.8% |
| AOS A. O. Smith Corporation | 5,980 | $386,564.22 | $339,723.8 | - | -$46,840.42 | -12.12% | -0.246% |
| ATO Atmos Energy Corporation | 2,255 | $358,154.27 | $359,717.6 | - | $1,563.33 | 0.44% | -0.487% |
| AVDV Avantis International Small Cap Value ETF | 7,956 | $803,702.08 | $887,253.12 | - | $83,551.04 | 10.4% | +0.351% |
| AVGO Broadcom Inc. | 1,256 | $219,458.07 | $449,258.64 | - | $229,800.57 | 104.71% | +0.022% |
| AVUV Avantis U.S. Small Cap Value ETF | 10,647 | $1.19M | $1.3M | - | $110,881.99 | 9.35% | -0.115% |
| AWK American Water Works Company, Inc. | 4,562 | $633,392.61 | $615,436.61 | - | -$17,956 | -2.83% | -0.732% |
| BDX Becton, Dickinson and Company | 2,789 | $494,258.75 | $502,661.47 | - | $8,402.72 | 1.7% | -0.392% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 2,919 | $223,887.3 | $216,473.04 | - | -$7,414.26 | -3.31% | +0.27% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for W.H. Cornerstone Investments Inc.?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR Portfolio S&P 500 ETF - $2.95M, Costco Wholesale Corporation - $1.33M, Alphabet Inc - $1.17M, Amazon.com Inc - $1.13M, and iShares ESG Aware MSCI USA ETF - $933,091.06. 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: Accenture plc Class A - $290,715.88, Charles Schwab Corporation - $288,844.4, UnitedHealth Group Incorporated - $196,472.03, Dollar General Corporation - $195,889.48, and Eversource Energy - $167,250.09. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does W.H. Cornerstone Investments Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.74M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $775,667.8, Vanguard Short-Term Corporate Bond ETF - $697,774.44, Vanguard Total International Bond ETF - $652,703.79, VANGUARD TOTAL STOCK MKT ETF - $555,418.07, and VANGUARD FTSE DEVELOPED MARKETS ETF - $404,230.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are W.H. Cornerstone Investments Inc.'s monthly returns?
W.H. Cornerstone Investments Inc.'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 W.H. Cornerstone Investments Inc.'s strategy be considered aggressive or moderate?
W.H. Cornerstone Investments Inc.'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 W.H. Cornerstone Investments Inc.'s strategy?
W.H. Cornerstone Investments Inc.'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.
