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:
36.24%
Gain -0.65%
Monthly
1.13%
Yearly
14.42%
Drawdown
15.96%
$494.22M
Equity
Holdings
$494.22M
Investment
$409.7M
$102.16M
Profit -$2.61M
Realized
$17.64M
Unrealized
$84.52M
Dividends
$16.78M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$2.61M
Win %
60%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$6.7M
Win %
60%
This Month
Compared to last month
Gain
0.28%
Profit
$1.37M
Win %
60%
This Year
Compared to last year
Gain
2.43%
Profit
$11.73M
Win %
62%
PK Park Hotels & Resorts Inc.
+3.15%
+$10,520.73 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$4,123.2 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+2.69%
+$8,644.12 
KMI Kinder Morgan, Inc.
+2.68%
+$31,955.44 
NGG National Grid plc Sponsored ADR
+2.67%
+$7,298.49 
IHG Intercontinental Hotels Group PLC ADR
+2.67%
+$9,227.71 
EXE Expand Energy Corporation
+2.67%
+$14,890.26 
UL Unilever PLC Sponsored American Depositary Receipt
+2.46%
+$7,787.82 
USB U.S. Bancorp
+2.43%
+$28,103.67 
CCEP Coca-Cola Europacific Partners PLC
+2.38%
+$8,297.19 
RTX RTX Corporation
+2.31%
+$26,468.64 
CWST Casella Waste Systems Inc.
+2.28%
+$4,578.28 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.24%
+$7,298.09 
BKR Baker Hughes Company
+2.15%
+$36,952.11 
C Citigroup Inc.
+2.1%
+$28,653.17 
CMS CMS Energy Corporation
+2.02%
+$5,418.65 
CRH CRH plc
+1.97%
+$4,090.5 
SHEL Shell plc
+1.96%
+$7,762.72 
JPM JPMorgan Chase & Co.
+1.9%
+$112,834.62 
AEP American Electric Power Company, Inc.
+1.9%
+$20,369.16 
EXR Extra Space Storage Inc.
+1.83%
+$34,357.68 
EOG EOG Resources, Inc.
+1.81%
+$25,324.63 
ALL Allstate Corporation
+1.77%
+$22,677.95 
MLM Martin Marietta Materials, Inc.
+1.77%
+$39,530.76 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+1.76%
+$5,814.63 
COP ConocoPhillips
+1.75%
+$61,523.55 
IX Orix Corporation Sponsored ADR
+1.73%
+$5,584.95 
KO The Coca-Cola Company
+1.68%
+$71,022.1 
EQNR Equinor ASA Sponsored ADR
+1.66%
+$7,741.3 
TJX The TJX Companies, Inc.
+1.64%
+$29,492.28 
WFC Wells Fargo & Company
+1.61%
+$16,343.07 
ING ING Groep N.V. Sponsored ADR
+1.56%
+$5,487.56 
ROK Rockwell Automation, Inc.
+1.54%
+$28,307.03 
EXPE Expedia Group, Inc.
+1.43%
+$3,285.48 
HD The Home Depot, Inc.
+1.41%
+$14,776.55 
JNJ Johnson & Johnson
+1.39%
+$49,920.64 
MO Altria Group, Inc.
+1.37%
+$17,963.86 
NWG NatWest Group plc Sponsored ADR
+1.34%
+$4,486.39 
ASB Associated Banc-Corp
+1.32%
+$2,536.5 
LOW Lowe's Companies Inc.
+1.3%
+$31,285.95 
SU Suncor Energy Inc.
+1.3%
+$5,455.91 
PG Procter & Gamble Co
+1.29%
+$40,808 
CVX Chevron Corporation
+1.25%
+$77,219.31 
TSCO Tractor Supply Company
+1.21%
+$14,682.06 
LIN Linde plc
+1.21%
+$3,623.88 
SJM The J.M. Smucker Company
+1.19%
+$14,929.5 
LYG Lloyds Banking Group Plc ADR
+1.19%
+$3,664.37 
COST Costco Wholesale Corporation
+1.17%
+$25,362.46 
TOLZ ProShares DJ Brookfield Global Infrastructure ETF
+1.17%
+$7,571.66 
BCS Barclays PLC Sponsored ADR
+1.12%
+$3,136.76 
LYB LyondellBasell Industries N.V.
+1.12%
+$13,562.5 
NEE NextEra Energy, Inc.
+1.11%
+$24,057.44 
ET Energy Transfer L.P.
+1.11%
+$4,540.14 
DOV Dover Corporation
+1.08%
+$2,326.17 
KHC The Kraft Heinz Company
+1.07%
+$11,025.5 
TXT Textron Inc.
+1.06%
+$2,124 
CM Canadian Imperial Bank of Commerce
+1.03%
+$3,576.28 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.03%
+$3,690.9 
KEY KeyCorp
+1.03%
+$14,962.54 
ROST Ross Stores, Inc.
+1.01%
+$2,531.16 
CL Colgate-Palmolive Company
+1%
+$2,604 
PUK Prudential plc ADR
+1%
+$2,436 
EIX Edison International
+1%
+$10,951.82 
TXN Texas Instruments Inc
+0.99%
+$14,334.75 
AMCR Amcor plc
+0.95%
+$2,859.76 
HSBC HSBC Holdings plc Sponsored ADR
+0.94%
+$3,073.61 
AAPL Apple Inc.
+0.93%
+$127,278.67 
PPG PPG Industries Inc.
+0.92%
+$1,686.96 
LLY Eli Lilly and Company
+0.88%
+$25,997.73 
WFRD Weatherford International plc
+0.88%
+$3,730.32 
INVH Invitation Homes Inc.
+0.88%
+$3,529.7 
RY Royal Bank of Canada
+0.87%
+$2,954.98 
BAC Bank of America Corporation
+0.85%
+$25,480.4 
EWBC East West Bancorp Inc.
+0.85%
+$1,707.72 
ITW Illinois Tool Works Inc.
+0.84%
+$11,422.8 
V Visa Inc. Class A
+0.83%
+$43,294.8 
IRM Iron Mountain Inc.
+0.82%
+$2,378.94 
HII Huntington Ingalls Industries Inc.
+0.82%
+$9,222.4 
BRK-B Berkshire Hathaway Inc.
+0.81%
+$25,929.25 
XLF Financial Select Sector SPDR Fund
+0.8%
+$12,277.76 
WMT Walmart Inc.
+0.77%
+$30,100.98 
XOM Exxon Mobil Corporation
+0.72%
+$13,997.61 
AVDE Avantis International Equity ETF
+0.71%
+$24,069.76 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.69%
+$2,327.98 
PNFP Pinnacle Financial Partners Inc.
+0.68%
+$2,554.24 
NVS Novartis AG Sponsored ADR
+0.68%
+$1,970.12 
GBCI Glacier Bancorp Inc.
+0.66%
+$1,480.45 
ISBA Isabella Bank Corporation
+0.63%
+$1,962.82 
OXY Occidental Petroleum Corporation
+0.63%
+$1,721.02 
CSNR Cohen & Steers Natural Resources Active ETF
+0.61%
+$4,306.24 
NMR Nomura Holdings Inc. Sponsored ADR
+0.59%
+$1,918.73 
MCK McKesson Corporation
+0.59%
+$2,358 
PYPL PayPal Holdings Inc
+0.58%
+$16,859.37 
MS Morgan Stanley
+0.57%
+$28,835.86 
UBS UBS Group AG
+0.54%
+$1,897.48 
JHX James Hardie Industries plc
+0.52%
+$2,531.79 
AMGN Amgen Inc.
+0.51%
+$7,448.1 
GS The Goldman Sachs Group, Inc.
+0.49%
+$26,569.66 
AMG Affiliated Managers Group Inc.
+0.48%
+$1,109.99 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.46%
+$14,790.38 
ISRG Intuitive Surgical, Inc.
+0.45%
+$8,405.95 
MFG Mizuho Financial Group Inc. ADR
+0.44%
+$1,473.08 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$6,054.67 
AER AerCap Holdings N.V.
+0.39%
+$1,190.45 
BWXT Bwx Technologies Inc.
+0.38%
+$695.24 
BA Boeing Company
+0.37%
+$1,943.2 
MCD McDonald's Corporation
+0.34%
+$8,727.42 
ABBV AbbVie Inc.
+0.34%
+$4,886.85 
XTWY BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
+0.29%
+$13,786.8 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.28%
+$938.28 
DB Deutsche Bank AG
+0.24%
+$702.16 
NVDA NVIDIA Corporation
+0.23%
+$43,894.17 
MHO M/I Homes Inc.
+0.22%
+$2,683.83 
FIVE Five Below, Inc.
+0.21%
+$1,260.86 
AYI Acuity Brands Inc.
+0.18%
+$337.5 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.16%
+$697.84 
TEL TE Connectivity plc
+0.15%
+$448.13 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.15%
+$3,291.8 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.15%
+$14,298.9 
SMOT VanEck Morningstar SMID Moat ETF
+0.14%
+$1,287.38 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
+0.13%
+$6,002.43 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.13%
+$1,085.87 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
+0.11%
+$3,210.05 
CTAS Cintas Corporation
+0.1%
+$2,514.84 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.1%
+$499.85 
FOXY Simplify Currency Strategy ETF
+0.09%
+$713.33 
WCN Waste Connections Inc.
+0.09%
+$1,756.36 
DABS DoubleLine Asset-Backed Securities ETF
+0.08%
+$3,684.71 
DCRE DoubleLine Commercial Real Estate ETF
+0.08%
+$279.57 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.07%
+$244.74 
AOS A. O. Smith Corporation
+0.07%
+$273.6 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
+0.06%
+$1,617.45 
LPLA LPL Financial Holdings Inc.
+0.05%
+$318.58 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.05%
+$426.12 
ECL Ecolab Inc.
+0.05%
+$981.18 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.05%
+$403.53 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
+0.04%
+$3,439.28 
DMBS DoubleLine Mortgage ETF
+0.04%
+$7,108.52 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$336.35 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.04%
+$196.14 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.04%
+$102.02 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$251.97 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1,314.9 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$525.02 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$221.8 
UYLD Angel Oak UltraShort Income Fund
+0.01%
+$82.39 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 PCMM
PCMM
0%
$0 H591
H5919C104
0%
$0 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
0%
$0 
OKTA Okta Inc.
-8.98%
-$37,928.25 
PANW Palo Alto Networks, Inc.
-7.34%
-$469,724.76 
CRWD CrowdStrike Holdings, Inc.
-7.22%
-$1.13M 
FTNT Fortinet Inc.
-6.67%
-$57,726.67 
NOW ServiceNow, Inc.
-5.02%
-$192,520.48 
DT Dynatrace, Inc.
-4.4%
-$27,595.59 
SNAP Snap Inc.
-3.73%
-$15,085.92 
SNPS Synopsys, Inc.
-3.62%
-$64,903.7 
LOUP Innovator Deepwater Frontier Tech ETF
-3.57%
-$114,539.9 
CHAT Roundhill Generative AI & Technology ETF
-3.55%
-$120,267.76 
HUM Humana Inc.
-3.41%
-$16,746.94 
LRCX Lam Research Corporation
-3.16%
-$132,265.42 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
-2.95%
-$145,673.58 
KLAC KLA Corporation
-2.86%
-$29,291.36 
AVGO Broadcom Inc.
-2.55%
-$158,307.72 
NFLX Netflix, Inc.
-2.34%
-$44,028.3 
META Meta Platforms Inc Class A
-2.17%
-$215,720.69 
IETC iShares U.S. Tech Independence Fund
-2.1%
-$139,357.76 
QTUM Defiance Quantum ETF
-1.93%
-$65,820.28 
SAIA Saia, Inc.
-1.9%
-$8,047.87 
BLOK Amplify Transformational Data Sharing ETF
-1.81%
-$82,032.29 
CSCO Cisco Systems, Inc.
-1.72%
-$24,186.33 
PWR Quanta Services Inc.
-1.56%
-$41,154.83 
AGCO AGCO Corporation
-1.55%
-$3,087.66 
MSFT Microsoft Corp.
-1.53%
-$217,989.66 
SKM SK Telecom Co., Ltd.
-1.52%
-$5,104.5 
ETN Eaton Corporation plc
-1.52%
-$60,682.9 
ULTA Ulta Beauty Inc.
-1.48%
-$10,983.18 
TMO Thermo Fisher Scientific Inc.
-1.47%
-$5,378.62 
GOOGL Alphabet Inc
-1.38%
-$31,419.15 
QQQM Invesco NASDAQ 100 ETF
-1.36%
-$28,049.29 
QQQ Invesco QQQ Trust, Series 1
-1.32%
-$16,551.88 
APH Amphenol Corporation
-1.31%
-$97,759.48 
JD JD.com Inc.
-1.24%
-$3,794.4 
GOOG Alphabet Inc
-1.24%
-$143,924.1 
NASA Tema Space Innovators ETF
-1.22%
-$13,024.21 
UNH UnitedHealth Group Incorporated
-1.19%
-$60,776.02 
UAL United Airlines Holdings, Inc.
-1.13%
-$2,687.32 
IBM International Business Machines Corporation
-1.11%
-$9,373.21 
IWY iShares Russell Top 200 Growth ETF
-1.08%
-$6,025.95 
ARE Alexandria Real Estate Equities, Inc.
-1.06%
-$10,300.95 
AVEM Avantis Emerging Markets Equity ETF
-1%
-$24,881.4 
BABA Alibaba Group Holding Limited SP ADR
-0.9%
-$2,118 
NJUN Innovator G-100 Power Buffer ETF - July
-0.83%
-$1,816.65 
HODL VanEck Bitcoin ETF
-0.82%
-$25,205.4 
DXCM DexCom, Inc.
-0.63%
-$21,051.25 
CLH Clean Harbors Inc.
-0.62%
-$1,829.52 
URI United Rentals, Inc.
-0.57%
-$21,372.26 
FLR Fluor Corporation
-0.57%
-$1,445.04 
AZN AstraZeneca PLC American Depositary Shares
-0.48%
-$5,790.33 
MDT Medtronic plc
-0.47%
-$21,186 
AMZN Amazon.com Inc
-0.45%
-$60,211.99 
LULU lululemon athletica inc.
-0.43%
-$1,097.35 
BSX Boston Scientific Corporation
-0.41%
-$8,458.38 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.4%
-$5,191.55 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.38%
-$8,525.76 
IJH iShares Core S&P Mid-Cap ETF
-0.38%
-$1,503.03 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$67,796.99 
LUV Southwest Airlines Co.
-0.37%
-$7,350.3 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
-0.36%
-$6,643.9 
IVV iShares Core S&P 500 ETF
-0.35%
-$15,479.46 
CMG Chipotle Mexican Grill, Inc.
-0.31%
-$1,090.98 
UPS United Parcel Service, Inc.
-0.3%
-$2,935.09 
ABT Abbott Laboratories
-0.27%
-$5,624.08 
JEF Jefferies Financial Group Inc.
-0.27%
-$2,970.96 
SPYI NEOS S&P 500 High Income ETF
-0.25%
-$3,320.05 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.24%
-$794.68 
TGT Target Corporation
-0.21%
-$10,780.64 
JANB Aptus January Buffer ETF
-0.21%
-$479.22 
EQIX Equinix, Inc.
-0.2%
-$4,061.61 
AVUS Avantis U.S. Equity ETF
-0.19%
-$13,731.75 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
-0.19%
-$846 
GPN Global Payments Inc.
-0.18%
-$1,154.1 
AGGH Simplify Aggregate Bond ETF
-0.13%
-$497.4 
PRU Prudential Financial, Inc.
-0.12%
-$1,681.82 
AAL American Airlines Group Inc.
-0.08%
-$136.53 
RECS Columbia Research Enhanced Core ETF
-0.04%
-$1,218.34 
SBUX Starbucks Corporation
-0.04%
-$1,074.36 
MUB iShares National Muni Bond ETF
-0.04%
-$1,155.32 
GLDM SPDR Gold MiniShares Trust
-0.04%
-$663.3 
HQY HealthEquity Inc.
-0.02%
-$98.02 
PRFD PIMCO Preferred and Capital Securities Active ETF
-0.02%
-$137.74 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1976 | Longs Won 1232/1976 62% | Profit Factor 5.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $293,624.54 |
| Average Win $101,197.23 | Best Trade (Oct 15) $5.27M | Sharpe Ratio -80.7 |
| Average Loss -$30,266.17 | Worst Trade (Oct 15) -$841,573.96 | Z-Score 0.95 (65.64%) |
| Commissions $0 | Avg. Trade Length 9m 2w 2d | Expectancy $51,698.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 13,653 | $246,709.71 | $167,522.31 | - | -$79,187.4 | -32.1% | -0.081% |
| AAPL Apple Inc. | 40,151 | $8.53M | $13.86M | - | $5.33M | 62.51% | +0.927% |
| ABBV AbbVie Inc. | 5,144 | $911,645.26 | $1.46M | - | $551,051.14 | 60.45% | +0.335% |
| ABT Abbott Laboratories | 20,086 | $2.21M | $2.1M | - | -$114,131.76 | -5.16% | -0.267% |
| AEP American Electric Power Company, Inc. | 8,631 | $979,328.09 | $1.09M | - | $113,788.06 | 11.62% | +1.899% |
| AER AerCap Holdings N.V. | 2,107 | $289,347.96 | $308,643.89 | - | $19,295.93 | 6.67% | +0.387% |
| AGCO AGCO Corporation | 1,877 | $217,468.95 | $196,249.73 | - | -$21,219.22 | -9.76% | -1.549% |
| AGGH Simplify Aggregate Bond ETF | 19,896 | $399,910 | $380,113.08 | - | -$19,796.92 | -4.95% | -0.131% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 57,796 | $3.89M | $3.89M | - | - | - | 0.0 |
| ALL Allstate Corporation | 5,336 | $1.09M | $1.3M | - | $214,299.05 | 19.72% | +1.774% |
| AMCR Amcor plc | 6,891 | $276,477.49 | $304,272.1 | - | $27,794.61 | 10.05% | +0.949% |
| AMG Affiliated Managers Group Inc. | 600 | $166,020.06 | $230,934 | - | $64,913.94 | 39.1% | +0.483% |
| AMGN Amgen Inc. | 3,355 | $1.05M | $1.46M | - | $410,662.19 | 39% | +0.511% |
| AMZN Amazon.com Inc | 52,818 | $10.36M | $13.4M | - | $3.03M | 29.29% | -0.447% |
| AOS A. O. Smith Corporation | 6,840 | $466,556.4 | $407,048.4 | - | -$59,508 | -12.75% | +0.067% |
| APH Amphenol Corporation | 91,364 | $1.8M | $7.35M | - | $5.55M | 308.07% | -1.313% |
| ARE Alexandria Real Estate Equities, Inc. | 22,891 | $1.27M | $958,903.99 | - | -$315,304.99 | -24.75% | -1.063% |
| ASB Associated Banc-Corp | 6,675 | $184,163.25 | $195,043.5 | - | $10,880.25 | 5.91% | +1.318% |
| ASML ASML Holding N.V. New York Registry Shares | 903 | $940,559.25 | $1.5M | - | $562,163.68 | 59.77% | +0.405% |
| AVDE Avantis International Equity ETF | 37,609 | $2.53M | $3.4M | - | $873,679.03 | 34.52% | +0.712% |
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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 - $2.01M, DoubleLine Mortgage ETF - $1.33M, Roundhill Generative AI & Technology ETF - $1.11M, The Goldman Sachs Group, Inc - $967,566.27, and Oracle Corporation - $928,742.88. 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, Insulet Corporation - $656,095.78, Schlumberger Limited - $457,172.28, Constellation Brands, Inc - $373,037.34, and Avery Dennison Corporation - $316,592.5. 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 $16.78M earned over time. The largest contributors to dividend income include DoubleLine Mortgage ETF - $1.31M, NEOS S&P 500 High Income ETF - $1.07M, BondBloxx BBB Rated 1-5 Year Corporate Bond ETF - $467,560.71, Janus Henderson AAA CLO ETF - $434,449.22, and BondBloxx Bloomberg Five Year Target Duration US Treasury ETF - $428,616.33. 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.
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