Laurel Steward Portfolio
Invests via Mattson Financial Services, LLC | Managed by Laurel Steward
Invests via Mattson Financial Services, LLC
Managed by Laurel Steward
Automatically Tracked
Laurel Steward Profile
Strategic growth operator and investor focused on early-stage consumer and fintech companies. Laurel Steward blends hands-on operating experience in product, go-to-market and commercial strategy with active angel and seed investing; notable for scaling teams, structuring commercial partnerships and advising on fundraising and M&A. Frequently serves on advisory boards and helps portfolio companies professionalize governance and metrics. Investment style emphasizes capital efficiency, unit economics and rapid customer acquisition.
Strategic growth operator and investor focused on early-stage consumer and fintech companies. Laurel Steward blends hands-on operating experience in product, go-to-market and commercial strategy with active angel and seed investing; notable for scaling teams, structuring commercial partnerships and advising on fundraising and M&A. Frequently serves on advisory boards and helps portfolio companies professionalize governance and metrics. Investment style emphasizes capital efficiency, unit economics and rapid customer acquisition.
Investment Philosophy & Strategy
Focuses on early-stage consumer and fintech ventures, favoring capital-efficient models with strong unit economics and repeatable customer acquisition. Prefers active seed and angel roles where operating leverage—product leadership, GTM motion and commercial partnerships—can accelerate scale. Underwrites founders on measurable traction, unit-level margins and defensible distribution channels, while allocating follow-on capital selectively to optimize dilution. Time horizon is growth-oriented but disciplined on milestones, governance and exit optionality through M&A or strategic partnerships.
Focuses on early-stage consumer and fintech ventures, favoring capital-efficient models with strong unit economics and repeatable customer acquisition. Prefers active seed and angel roles where operating leverage—product leadership, GTM motion and commercial partnerships—can accelerate scale. Underwrites founders on measurable traction, unit-level margins and defensible distribution channels, while allocating follow-on capital selectively to optimize dilution. Time horizon is growth-oriented but disciplined on milestones, governance and exit optionality through M&A or strategic partnerships.
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:
36.6%
Gain -0.79%
Monthly
1.2%
Yearly
15.44%
Drawdown
15.95%
$473.66M
Equity
Holdings
$473.66M
Investment
$385.24M
$102.8M
Profit -$2.93M
Realized
$14.37M
Unrealized
$88.43M
Dividends
$15.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.79%
Profit
-$2.93M
Win %
64%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$1.34M
Win %
64%
This Month
Compared to last month
Gain
-0.62%
Profit
-$2.93M
Win %
64%
This Year
Compared to last year
Gain
13.32%
Profit
$55.67M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$2.04M 
DXCM DexCom, Inc.
+11.95%
+$295,990.2 
ETN Eaton Corporation plc
+7.32%
+$267,076.54 
GOOG Alphabet Inc
+6.88%
+$829,630.46 
GOOGL Alphabet Inc
+6.73%
+$128,775.57 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$11,160.26 
FTNT Fortinet Inc.
+4.99%
+$35,296.8 
SNPS Synopsys, Inc.
+4.41%
+$64,980.73 
LPLA LPL Financial Holdings Inc.
+4.28%
+$23,916.38 
WFRD Weatherford International plc
+3.64%
+$16,822.96 
META Meta Platforms Inc Class A
+3.28%
+$232,421.16 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$6,151.13 
MSFT Microsoft Corp.
+3.02%
+$389,232.07 
NVDA NVIDIA Corporation
+2.93%
+$394,481.54 
LYB LyondellBasell Industries N.V.
+2.71%
+$31,816.04 
CVX Chevron Corporation
+2.35%
+$123,843.48 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$102,047.4 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$7,726.04 
EOG EOG Resources, Inc.
+2.19%
+$29,529.57 
JD JD.com Inc.
+2.17%
+$7,823.18 
CSCO Cisco Systems, Inc.
+2.14%
+$31,490.37 
HII Huntington Ingalls Industries Inc.
+2.05%
+$21,208.96 
OXY Occidental Petroleum Corporation
+2%
+$4,590.88 
ROK Rockwell Automation, Inc.
+1.93%
+$42,628.89 
PANW Palo Alto Networks, Inc.
+1.89%
+$110,189.55 
BWXT Bwx Technologies Inc.
+1.88%
+$4,130.08 
EXE Expand Energy Corporation
+1.74%
+$8,734.24 
FLEX Flex Ltd.
+1.64%
+$29,653.44 
KMI Kinder Morgan, Inc.
+1.64%
+$18,642 
SHEL Shell plc
+1.62%
+$5,656.56 
IETC iShares U.S. Tech Independence Fund
+1.59%
+$72,353.4 
BSX Boston Scientific Corporation
+1.59%
+$19,331.86 
PWR Quanta Services Inc.
+1.43%
+$43,391.93 
KLAC KLA Corporation
+1.38%
+$14,890.26 
NMR Nomura Holdings Inc. Sponsored ADR
+1.25%
+$4,050 
COP ConocoPhillips
+1.22%
+$33,173.12 
WFC Wells Fargo & Company
+1.19%
+$11,697.36 
ITW Illinois Tool Works Inc.
+1.15%
+$15,457 
NOW ServiceNow, Inc.
+1.05%
+$22,172.24 
URI United Rentals, Inc.
+0.99%
+$35,706.2 
BKR Baker Hughes Company
+0.98%
+$21,198.11 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$4,027.43 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$2,865.51 
IBM International Business Machines Corporation
+0.86%
+$6,428.99 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$4,368.77 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.83%
+$13,173.3 
SU Suncor Energy Inc.
+0.82%
+$3,194.4 
MCD McDonald's Corporation
+0.82%
+$23,546.71 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.73%
+$15,412.49 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$13,768.18 
IVV iShares Core S&P 500 ETF
+0.69%
+$28,928 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$108,397.75 
QTUM Defiance Quantum ETF
+0.67%
+$28,517.72 
WCN Waste Connections Inc.
+0.67%
+$14,956.14 
GBCI Glacier Bancorp Inc.
+0.65%
+$1,768.96 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,695.52 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$7,953.96 
ET Energy Transfer L.P.
+0.59%
+$2,476.44 
RJF Raymond James Financial Inc.
+0.58%
+$2,381.58 
MO Altria Group, Inc.
+0.57%
+$6,851.13 
AVUS Avantis U.S. Equity ETF
+0.57%
+$34,475.04 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
+0.55%
+$2,098.16 
APH Amphenol Corporation
+0.55%
+$17,926.28 
AOS A. O. Smith Corporation
+0.54%
+$2,188.8 
DT Dynatrace, Inc.
+0.5%
+$1,849.34 
RTX RTX Corporation
+0.39%
+$4,914 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$1,344.4 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$1,536.21 
AVGO Broadcom Inc.
+0.37%
+$24,282.72 
PG Procter & Gamble Co
+0.37%
+$9,933.79 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$14,002.08 
BAC Bank of America Corporation
+0.36%
+$12,755.6 
AMG Affiliated Managers Group Inc.
+0.35%
+$1,177.31 
DDTL Innovator Equity Dual Directional 10 Buffer ETF - July
+0.34%
+$957.45 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.32%
+$937.42 
NAUG Innovator G-100 Power Buffer ETF August
+0.31%
+$848.6 
DOV Dover Corporation
+0.27%
+$612.08 
JPM JPMorgan Chase & Co.
+0.27%
+$15,900.1 
CM Canadian Imperial Bank of Commerce
+0.24%
+$882.56 
JNJ Johnson & Johnson
+0.21%
+$6,909.08 
FLR Fluor Corporation
+0.2%
+$531.5 
USB U.S. Bancorp
+0.17%
+$2,162.35 
MS Morgan Stanley
+0.17%
+$10,499.82 
INVH Invitation Homes Inc.
+0.17%
+$669.9 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,261.04 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$2,807.55 
C Citigroup Inc.
+0.1%
+$1,602.78 
WMT Walmart Inc.
+0.09%
+$3,434.07 
ABT Abbott Laboratories
+0.09%
+$2,815.65 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$333.34 
AEP American Electric Power Company, Inc.
+0.06%
+$595.35 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$786.54 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$94.01 
DCRE DoubleLine Commercial Real Estate ETF
+0.01%
+$32.85 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
PK Park Hotels & Resorts Inc.
0%
$0 
PRFD PIMCO Preferred and Capital Securities Active ETF
0%
$0 
SNAP Snap Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 PCMM
PCMM
0%
$0 
AAPL Apple Inc.
-7.35%
-$980,922.6 
EIX Edison International
-6.81%
-$102,134.8 
LIN Linde plc
-5.95%
-$18,640.17 
AGCO AGCO Corporation
-4.64%
-$9,144.8 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
-3.54%
-$135,166.34 
MHO M/I Homes Inc.
-3.44%
-$49,722.4 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$12,513.8 
GPN Global Payments Inc.
-3.18%
-$12,988.55 
HODL VanEck Bitcoin ETF
-2.9%
-$51,061.79 
BTCO Invesco Galaxy Bitcoin ETF
-2.89%
-$20,244.24 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$7,886.4 
MLM Martin Marietta Materials, Inc.
-2.75%
-$56,973.2 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-2.7%
-$8,989.22 
EQIX Equinix, Inc.
-2.7%
-$57,856 
QCOM QUALCOMM Incorporated
-2.63%
-$25,420.35 
ABBV AbbVie Inc.
-2.51%
-$32,175.31 
SJM The J.M. Smucker Company
-2.41%
-$28,166.6 
PUK Prudential plc ADR
-2.32%
-$7,013.52 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$7,257.96 
BA Boeing Company
-2.15%
-$13,213.73 
TXT Textron Inc.
-2.1%
-$4,759.82 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$7,067.25 
KHC The Kraft Heinz Company
-2.01%
-$22,399.92 
NFLX Netflix, Inc.
-2%
-$48,899.78 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$21,186.88 
IRM Iron Mountain Inc.
-1.86%
-$5,837.12 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$4,758.04 
UAL United Airlines Holdings, Inc.
-1.8%
-$5,780.16 
UNH UnitedHealth Group Incorporated
-1.68%
-$98,577.15 
CNR Core Natural Resources, Inc.
-1.59%
-$3,003.12 
LRCX Lam Research Corporation
-1.58%
-$68,239.46 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$27,082.02 
NVS Novartis AG Sponsored ADR
-1.45%
-$4,339.57 
LUV Southwest Airlines Co.
-1.38%
-$25,875.99 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$23,494.62 
CLH Clean Harbors Inc.
-1.35%
-$4,146.16 
AER AerCap Holdings N.V.
-1.29%
-$4,089.74 
LOUP Innovator Deepwater Frontier Tech ETF
-1.29%
-$49,656.96 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$4,444.16 
UBS UBS Group AG
-1.22%
-$4,812.6 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$58,462.78 
TJX The TJX Companies, Inc.
-1.21%
-$23,297.16 
NEE NextEra Energy, Inc.
-1.15%
-$22,877.51 
TXN Texas Instruments Inc
-1.08%
-$16,078.59 
LOW Lowe's Companies Inc.
-1.08%
-$28,182.07 
MCK McKesson Corporation
-1.08%
-$3,728 
CTAS Cintas Corporation
-1.04%
-$20,604.14 
CRH CRH plc
-1.03%
-$2,371.05 
SMOT VanEck Morningstar SMID Moat ETF
-1.03%
-$9,107.33 
ARKW ARK Next Generation Internet ETF
-1.02%
-$44,021.61 
KO The Coca-Cola Company
-1.02%
-$42,070.5 
UPS United Parcel Service, Inc.
-1%
-$10,202.85 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$11,947.6 
XOM Exxon Mobil Corporation
-0.97%
-$17,057.97 
MCHP Microchip Technology Incorporated
-0.96%
-$2,285.29 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$17,760.6 
FIVE Five Below, Inc.
-0.93%
-$5,391.72 
DB Deutsche Bank AG
-0.89%
-$2,787.17 
JEF Jefferies Financial Group Inc.
-0.89%
-$11,870.25 
SAIA Saia, Inc.
-0.86%
-$3,618 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$17,837.96 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
-0.78%
-$2,303.5 
HUM Humana Inc.
-0.76%
-$5,196.82 
PYPL PayPal Holdings Inc
-0.76%
-$19,761.72 
ULTA Ulta Beauty Inc.
-0.76%
-$4,422.55 
BCS Barclays PLC Sponsored ADR
-0.72%
-$2,404.4 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$24,187.61 
TOLZ ProShares DJ Brookfield Global Infrastructure ETF
-0.7%
-$4,728.36 
CSNR Cohen & Steers Natural Resources Active ETF
-0.69%
-$5,224.62 
JHX James Hardie Industries plc
-0.68%
-$2,986.56 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$2,798.03 
AMGN Amgen Inc.
-0.64%
-$8,012.91 
GS The Goldman Sachs Group, Inc.
-0.63%
-$39,489.06 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$2,317.52 
ECL Ecolab Inc.
-0.61%
-$14,620.5 
AMCR Amcor plc
-0.6%
-$1,724.76 
ROST Ross Stores, Inc.
-0.59%
-$2,235 
SBUX Starbucks Corporation
-0.57%
-$16,927.8 
PRU Prudential Financial, Inc.
-0.56%
-$6,592.24 
LLY Eli Lilly and Company
-0.53%
-$10,500.69 
NGG National Grid plc Sponsored ADR
-0.52%
-$1,419.18 
LULU lululemon athletica inc.
-0.51%
-$1,201.7 
SKM SK Telecom Co., Ltd.
-0.5%
-$1,697.12 
ALL Allstate Corporation
-0.49%
-$6,809.47 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,124.55 
DMBS DoubleLine Mortgage ETF
-0.47%
-$75,429.42 
AVDE Avantis International Equity ETF
-0.46%
-$15,473.22 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$11,898.6 
COO The Cooper Companies, Inc.
-0.45%
-$1,251.03 
TEL TE Connectivity plc
-0.43%
-$1,173.91 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,027.53 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$17,639.79 
HD The Home Depot, Inc.
-0.42%
-$3,787.8 
HQY HealthEquity Inc.
-0.38%
-$1,613.86 
CMS CMS Energy Corporation
-0.37%
-$1,079.73 
MDT Medtronic plc
-0.37%
-$14,696.96 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.37%
-$1,052.5 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.36%
-$19,454.63 
UYLD Angel Oak UltraShort Income Fund
-0.34%
-$4,412.8 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$16,403.81 
CL Colgate-Palmolive Company
-0.33%
-$840 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$2,247.48 
RY Royal Bank of Canada
-0.29%
-$1,064.47 
COST Costco Wholesale Corporation
-0.24%
-$4,657.98 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.22%
-$17,224.38 
IX Orix Corporation Sponsored ADR
-0.22%
-$794.43 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$808.5 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$685 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.22%
-$5,396.6 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$1,722.42 
PODD Insulet Corporation
-0.2%
-$2,248.81 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$1,388.15 
IHG Intercontinental Hotels Group PLC ADR
-0.19%
-$650.38 
EXR Extra Space Storage Inc.
-0.12%
-$2,558.08 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$906.12 
MUB iShares National Muni Bond ETF
-0.11%
-$2,277.12 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$429.28 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,449.84 
KEY KeyCorp
-0.09%
-$1,559.24 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$899.68 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$234.74 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.06%
-$2,946.03 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
-0.05%
-$3,076.22 
V Visa Inc. Class A
-0.04%
-$1,710.12 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$137.62 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$104.28 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$146.41 
DABS DoubleLine Asset-Backed Securities ETF
-0.02%
-$841.33 
TGT Target Corporation
-0.01%
-$730.67 Events
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Dividends
Dividend Analysis
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| Trades 1748 | Longs Won 1126/1748 64% | Profit Factor 6.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $312,999.03 |
| Average Win $108,348.92 | Best Trade (Aug 05) $5.51M | Sharpe Ratio -99.12 |
| Average Loss -$30,867.63 | Worst Trade (Aug 21) -$1.09M | Z-Score -0.51 (39.24%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $58,810.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,005 | $8.49M | $12.36M | - | $3.87M | 45.63% | -7.354% |
| ABBV AbbVie Inc. | 4,973 | $868,144.57 | $1.25M | - | $379,780.05 | 43.75% | -2.513% |
| ABT Abbott Laboratories | 31,285 | $3.37M | $3.31M | - | -$67,997.59 | -2.01% | +0.085% |
| AEP American Electric Power Company, Inc. | 8,505 | $962,553.71 | $1.09M | - | $124,810.54 | 12.97% | +0.055% |
| AER AerCap Holdings N.V. | 2,076 | $284,786 | $313,268.38 | - | $28,482.38 | 10% | -1.289% |
| AGCO AGCO Corporation | 1,840 | $213,201 | $187,974.4 | - | -$25,226.6 | -11.83% | -4.639% |
| ALL Allstate Corporation | 5,238 | $1.06M | $1.38M | - | $320,068.7 | 30.1% | -0.49% |
| AMCR Amcor plc | 6,388 | $253,923 | $286,693.44 | - | $32,770.44 | 12.91% | -0.598% |
| AMG Affiliated Managers Group Inc. | 927 | $256,501 | $339,958.72 | - | $83,457.72 | 32.54% | +0.348% |
| AMGN Amgen Inc. | 3,231 | $1.01M | $1.24M | - | $237,572.88 | 23.59% | -0.64% |
| AMZN Amazon.com Inc | 56,667 | $11.1M | $15.39M | - | $4.28M | 38.58% | +15.321% |
| AOS A. O. Smith Corporation | 6,840 | $466,556.4 | $411,289.2 | - | -$55,267.2 | -11.85% | +0.535% |
| APH Amphenol Corporation | 40,742 | $1.36M | $3.27M | - | $1.91M | 139.83% | +0.551% |
| ARE Alexandria Real Estate Equities, Inc. | 20,372 | $1.14M | $1.05M | - | -$92,940.43 | -8.14% | -1.981% |
| ARKW ARK Next Generation Internet ETF | 31,221 | $3.26M | $4.27M | - | $1.01M | 31.04% | -1.02% |
| ASML ASML Holding N.V. New York Registry Shares | 1,047 | $1.06M | $1.71M | - | $650,296.31 | 61.62% | -1.359% |
| AVDE Avantis International Equity ETF | 36,841 | $2.46M | $3.36M | - | $898,177.95 | 36.48% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 31,195 | $1.89M | $2.79M | - | $902,776.31 | 47.78% | +0.101% |
| AVGO Broadcom Inc. | 16,863 | $4.03M | $6.56M | - | $2.53M | 62.91% | +0.371% |
| AVUS Avantis U.S. Equity ETF | 47,882 | $5.13M | $6.11M | - | $977,037.52 | 19.04% | +0.567% |
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FAQ
Which stocks have generated the highest profits for Laurel Steward?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $1.61M, DoubleLine Mortgage ETF - $1.23M, The Goldman Sachs Group, Inc - $937,096.27, Oracle Corporation - $928,742.88, and Amphenol Corporation - $796,373.59. 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: Advanced Micro Devices, Inc - $871,308.77, Schlumberger Limited - $457,172.28, Constellation Brands, Inc - $373,037.34, Avery Dennison Corporation - $316,592.5, and The Cigna Group - $283,746.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Laurel Steward's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.38M earned over time. The largest contributors to dividend income include DoubleLine Mortgage ETF - $1.21M, NEOS S&P 500 High Income ETF - $1.04M, BondBloxx BBB Rated 1-5 Year Corporate Bond ETF - $459,172.31, BondBloxx Bloomberg Five Year Target Duration US Treasury ETF - $450,812.88, and Janus Henderson AAA CLO ETF - $400,298.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Laurel Steward's monthly returns?
Laurel Steward'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 Laurel Steward's strategy be considered aggressive or moderate?
Laurel Steward'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 Laurel Steward's strategy?
Laurel Steward'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.
