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:
48.64%
Gain +1.25%
Monthly
1.22%
Yearly
15.63%
Drawdown
15.9%
$177.15M
Equity
Holdings
$177.15M
Investment
$130.65M
$63.51M
Profit +$1.65M
Realized
$17M
Unrealized
$46.5M
Dividends
$10.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.25%
Profit
$1.65M
Win %
73%
This Week
Compared To Last Week
Gain
1.74%
Profit
$3.02M
Win %
73%
This Month
Compared to last month
Gain
1.74%
Profit
$3.02M
Win %
73%
This Year
Compared to last year
Gain
10.64%
Profit
$17.02M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$791,125.94 
ETN Eaton Corporation plc
+7.32%
+$70,746.69 
GOOGL Alphabet Inc
+6.73%
+$391,854.33 
META Meta Platforms Inc Class A
+3.28%
+$18,175.03 
CRS Carpenter Technology Corporation
+3.17%
+$9,936.84 
MSFT Microsoft Corp.
+3.02%
+$170,140.92 
NVDA NVIDIA Corporation
+2.93%
+$45,326.04 
CVX Chevron Corporation
+2.35%
+$13,419.88 
EOG EOG Resources, Inc.
+2.19%
+$11,505.28 
CSCO Cisco Systems, Inc.
+2.14%
+$19,464.3 
PSA Public Storage Common Stock
+2.12%
+$7,882.56 
ORCL Oracle Corporation
+1.81%
+$5,195.19 
ACN Accenture plc Class A
+1.61%
+$3,221.76 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,313.36 
LMT Lockheed Martin Corporation
+1.5%
+$3,227.62 
KLAC KLA Corporation
+1.38%
+$7,295.73 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$6,225.69 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+1.18%
+$3,771.45 
CHD Church & Dwight Co., Inc.
+1.16%
+$4,566.33 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,664.9 
XLE Energy Select Sector SPDR Fund
+1%
+$11,295.55 
ADP Automatic Data Processing Inc.
+0.98%
+$6,418 
WMB The Williams Companies, Inc.
+0.89%
+$1,775.97 
SCHW Charles Schwab Corporation
+0.87%
+$2,477.93 
IBM International Business Machines Corporation
+0.86%
+$3,164.84 
MCD McDonald's Corporation
+0.82%
+$2,261.61 
TSLA Tesla, Inc.
+0.76%
+$2,572.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,107.83 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$13,131.13 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$3,211.92 
IVV iShares Core S&P 500 ETF
+0.69%
+$20,075.52 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$9,716.71 
IWB iShares Russell 1000 ETF
+0.64%
+$9,187.42 
SYY Sysco Corporation
+0.63%
+$7,850.36 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$8,219.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,272.67 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$10,464.44 
AOS A. O. Smith Corporation
+0.54%
+$1,142.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$128,557.98 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$1,473.6 
EBAY eBay Inc.
+0.43%
+$1,241.67 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$12,748.8 
AVGO Broadcom Inc.
+0.37%
+$1,817.28 
PG Procter & Gamble Co
+0.37%
+$6,415.12 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$939.3 
AZO AutoZone Inc.
+0.32%
+$1,161.59 
JPM JPMorgan Chase & Co.
+0.27%
+$1,752.16 
JPC Nuveen Preferred & Income Opportunities Fund
+0.26%
+$212.98 
ALLE Allegion plc
+0.22%
+$1,240.97 
CME CME Group Inc.
+0.21%
+$499.33 
JNJ Johnson & Johnson
+0.21%
+$4,092.13 
INTU Intuit Inc.
+0.18%
+$325.47 
CB Chubb Limited
+0.15%
+$629.64 
BDX Becton, Dickinson and Company
+0.1%
+$532.44 
AFL Aflac Inc.
+0.09%
+$1,228.92 
WMT Walmart Inc.
+0.09%
+$1,581.63 
ABT Abbott Laboratories
+0.09%
+$442.98 
AEP American Electric Power Company, Inc.
+0.06%
+$401.66 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$324.04 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$267.88 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$53.32 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$658,558.16 
CLS Celestica Inc.
-6%
-$29,081.25 
LIN Linde plc
-5.95%
-$40,851.01 
ES Eversource Energy
-3.05%
-$9,288 
EQIX Equinix, Inc.
-2.7%
-$12,627.75 
ABBV AbbVie Inc.
-2.51%
-$11,108.99 
AWK American Water Works Company, Inc.
-1.93%
-$9,403.68 
APD Air Products and Chemicals, Inc.
-1.77%
-$7,965 
DHI D.R. Horton, Inc.
-1.7%
-$3,843.32 
UNH UnitedHealth Group Incorporated
-1.68%
-$8,582.99 
PPG PPG Industries Inc.
-1.35%
-$8,048.29 
WTRG Essential Utilities Inc.
-1.24%
-$2,785.5 
TJX The TJX Companies, Inc.
-1.21%
-$6,090.21 
SHW The Sherwin-Williams Company
-1.16%
-$10,397.91 
LOW Lowe's Companies Inc.
-1.08%
-$6,321.96 
CTAS Cintas Corporation
-1.04%
-$3,745.42 
KO The Coca-Cola Company
-1.02%
-$4,206.6 
XOM Exxon Mobil Corporation
-0.97%
-$16,403.13 
INGR Ingredion Inc.
-0.87%
-$2,349.87 
ATO Atmos Energy Corporation
-0.85%
-$5,862.24 
SPGI S&P Global Inc.
-0.74%
-$1,700.79 
ED Consolidated Edison, Inc.
-0.74%
-$2,177.28 
MA Mastercard Incorporated
-0.74%
-$2,669 
BLK BlackRock, Inc.
-0.73%
-$6,096.71 
DUK Duke Energy Corporation
-0.67%
-$2,540.16 
BRO Brown & Brown Inc.
-0.66%
-$1,681.66 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$58,984.03 
AMGN Amgen Inc.
-0.64%
-$2,604.01 
GS The Goldman Sachs Group, Inc.
-0.63%
-$6,317.99 
EME EMCOR Group, Inc.
-0.62%
-$1,694.42 
ECL Ecolab Inc.
-0.61%
-$8,078.04 
LLY Eli Lilly and Company
-0.53%
-$3,837.38 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$8,666.24 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$1,730.98 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$7,739.55 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$2,533.5 
CHE Chemed Corporation
-0.47%
-$1,574.79 
IWM iShares Russell 2000 ETF
-0.47%
-$3,137.21 
PEP PepsiCo, Inc.
-0.46%
-$2,056.96 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$6,054.04 
HD The Home Depot, Inc.
-0.42%
-$1,298.28 
FDX FedEx Corporation
-0.37%
-$650.9 
MDT Medtronic plc
-0.37%
-$3,787.84 
GPC Genuine Parts Company
-0.37%
-$1,000.5 
RSG Republic Services, Inc.
-0.37%
-$2,577.9 
TMUS T-Mobile US, Inc.
-0.36%
-$1,855.32 
COST Costco Wholesale Corporation
-0.24%
-$9,692.15 
BNDX Vanguard Total International Bond ETF
-0.23%
-$13,575.65 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$5,324.56 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$638.38 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$10,199.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$682.08 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1,211.9 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.16%
-$426.09 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$505.44 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$8,733.48 
MUB iShares National Muni Bond ETF
-0.11%
-$1,284.12 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$419.49 
ALB Albemarle Corporation
-0.1%
-$180.48 
TIP iShares TIPS Bond ETF
-0.1%
-$304.7 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$840.5 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$4,295.05 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$145.85 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1,334.66 
V Visa Inc. Class A
-0.04%
-$670.13 
TGT Target Corporation
-0.01%
-$45.47 Events
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Dividends
Dividend Analysis
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| Trades 1778 | Longs Won 1252/1778 70% | Profit Factor 11.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $195,497.37 |
| Average Win $55,419.96 | Best Trade (Aug 07) $4.12M | Sharpe Ratio -9.29 |
| Average Loss -$11,176.01 | Worst Trade (Jun 29) -$279,369.66 | Z-Score 4.94 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 5d | Expectancy $35,718.34 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $2.94M, Costco Wholesale Corporation - $1.33M, Alphabet Inc - $1.08M, Amazon.com Inc - $964,598.13, and iShares ESG Aware MSCI USA ETF - $932,018.05. 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: Charles Schwab Corporation - $289,718.64, UnitedHealth Group Incorporated - $200,126.03, Dollar General Corporation - $195,889.48, Eversource Energy - $167,250.09, and NextEra Energy, Inc - $145,497.77. 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 $10.46M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $757,855.15, Vanguard Short-Term Corporate Bond ETF - $679,693.28, Vanguard Total International Bond ETF - $637,850.77, VANGUARD TOTAL STOCK MKT ETF - $555,418.07, and Schwab Intermediate-Term U.S. Treasury ETF - $386,496.27. 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.
