AW
Anne-Lise Wiegand Portfolio
Invests via SENTINEL TRUST Co. LBA | Managed by Anne-Lise Wiegand
Invests via SENTINEL TRUST Co. LBA
Managed by Anne-Lise Wiegand
Automatically Tracked
Anne-Lise Wiegand Profile
With a distinguished background in strategic marketing and brand management, Anne-Lise Wiegand has played a pivotal role in scaling consumer-focused companies. Her experience encompasses launching innovative product lines that resonate with market trends and consumer demands. As an industry veteran, she leverages her deep understanding of market dynamics to drive business growth and expand customer reach effectively. Beyond her entrepreneurial endeavors, she actively engages in mentorship programs aimed at empowering emerging leaders within the sector. Wiegand's contributions significantly enhance competitive positioning for brands seeking sustainable differentiation.
With a distinguished background in strategic marketing and brand management, Anne-Lise Wiegand has played a pivotal role in scaling consumer-focused companies. Her experience encompasses launching innovative product lines that resonate with market trends and consumer demands. As an industry veteran, she leverages her deep understanding of market dynamics to drive business growth and expand customer reach effectively. Beyond her entrepreneurial endeavors, she actively engages in mentorship programs aimed at empowering emerging leaders within the sector. Wiegand's contributions significantly enhance competitive positioning for brands seeking sustainable differentiation.
Investment Philosophy & Strategy
Growth-oriented and adept at navigating market shifts, Anne-Lise Wiegand brings a wealth of expertise in transforming consumer insights into actionable business strategies. By focusing on brand innovation and customer engagement, she effectively aligns product offerings with emerging trends. This leadership extends to building strong teams capable of executing dynamic marketing campaigns that drive sales and enhance brand loyalty. With a commitment to fostering talent within the industry, her mentorship initiatives encourage new generations of leaders to embrace strategic thinking and operational excellence. As an entrepreneur, her proactive approach ensures sustainable growth while maintaining a competitive edge.
Growth-oriented and adept at navigating market shifts, Anne-Lise Wiegand brings a wealth of expertise in transforming consumer insights into actionable business strategies. By focusing on brand innovation and customer engagement, she effectively aligns product offerings with emerging trends. This leadership extends to building strong teams capable of executing dynamic marketing campaigns that drive sales and enhance brand loyalty. With a commitment to fostering talent within the industry, her mentorship initiatives encourage new generations of leaders to embrace strategic thinking and operational excellence. As an entrepreneur, her proactive approach ensures sustainable growth while maintaining a competitive edge.
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:
0.02%
Gain 0%
Monthly
0%
Yearly
0%
Drawdown
0.02%
$631.54B
Equity
Holdings
$631.54B
Investment
$631.23B
$314.32M
Profit +$5.36M
Realized
-$539,229.51
Unrealized
$314.86M
Dividends
$112.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.001%
Profit
$5.36M
Win %
75%
This Week
Compared To Last Week
Gain
0.001%
Profit
$5.36M
Win %
75%
This Month
Compared to last month
Gain
0.001%
Profit
$5.36M
Win %
75%
This Year
Compared to last year
Gain
0.01%
Profit
$34.32M
Win %
75%
DOFSQ Diamond Offshore Drilling, Inc.
+30,456.6%
+$539,229.51 
SLB Schlumberger Limited
+2.45%
+$176,244 
PDS Precision Drilling Corporation
+2.22%
+$24,192.8 
DD DuPont de Nemours, Inc.
+1.94%
+$134,705.88 
CAG Conagra Brands Inc.
+1.65%
+$23,089.27 
JNJ Johnson & Johnson
+1.43%
+$293,202 
MRK Merck & Co., Inc.
+1.43%
+$113,731.06 
ANDE The Andersons, Inc.
+1.39%
+$85,212 
SYY Sysco Corporation
+1.33%
+$27,648 
RIG Transocean Ltd.
+1.24%
+$734.87 
XOM Exxon Mobil Corporation
+1.22%
+$205,572.48 
MAS Masco Corporation
+1.16%
+$10,128.2 
MS Morgan Stanley
+0.93%
+$42,612.21 
HSY The Hershey Company
+0.86%
+$51,361.8 
KMB Kimberly-Clark Corporation
+0.82%
+$5,353.7 
GE General Electric Company
+0.68%
+$12,945.54 
DIS The Walt Disney Company
+0.64%
+$16,837.47 
CSCO Cisco Systems, Inc.
+0.62%
+$117,068 
KO The Coca-Cola Company
+0.59%
+$32,640 
AEG Aegon N.V.
+0.55%
+$395.41 
SHW The Sherwin-Williams Company
+0.53%
+$80,268.71 
JOE The St. Joe Company
+0.51%
+$11,718 
HAL Halliburton Company
+0.45%
+$5,040 
INTC Intel Corporation
+0.45%
+$71,252 
BMY Bristol-Myers Squibb Company
+0.43%
+$3,356.11 
BAC Bank of America Corporation
+0.38%
+$3,745.32 
BC Brunswick Corporation
+0.35%
+$3,080 
ABT Abbott Laboratories
+0.28%
+$6,984.14 
HCA HCA Healthcare Inc.
+0.28%
+$37,758.92 
PFE Pfizer Inc.
+0.24%
+$3,630.61 
PEP PepsiCo, Inc.
+0.18%
+$2,500 
HD The Home Depot, Inc.
+0.05%
+$11,805.81 
ORCL Oracle Corporation
+0.02%
+$839.92 
SKYF Sky440 Inc.
0%
$0 
WRI Weingarten Realty Investors
0%
$0 
CTB Cooper Tire & Rubber Co
0%
$0 
FDC First Data Corp
0%
$0 ONE
ONE
0%
$0 GP
GP
0%
$0 MOT
MOT
0%
$0 PD
PD
0%
$0 0019
001957109
0%
$0 2044
204493100
0%
$0 AET
AET
0%
$0 ABS
ABS
0%
$0 7171
71713U102
0%
$0 SGP
SGP
0%
$0 S
S
0%
$0 HNZ
HNZ
0%
$0 VRTS
VRTSE
0%
$0 EDS
EDS
0%
$0 TLAB
TLAB
0%
$0 WAG
WAG
0%
$0 LU
LU
0%
$0 2082
208251405
0%
$0 SLR
SLR
0%
$0 4905
490553104
0%
$0 8816
881694103
0%
$0 WCOE
WCOEQ
0%
$0 HCC
HCC
0%
$0 BMC
BMC
0%
$0 SII
SII
0%
$0 HMA
HMA
0%
$0 CAM
CAM
0%
$0 6295
629568106
0%
$0 VIGN
VIGN
0%
$0 3732
373298702
0%
$0 BW
BW
0%
$0 6966
696642107
0%
$0 HPQ
HPQ
0%
$0 NASD
NASDAQ100
0%
$0 6040
604059105
0%
$0 9029
902905827
0%
$0 JCI
JCI
0%
$0 ENTU
ENTU
0%
$0 CBSA
CBSA
0%
$0 8339
833960107
0%
$0 OICO
OICO
0%
$0 3406
340632207
0%
$0 COMS
COMS
0%
$0 7181
718154107
0%
$0 
TRN Trinity Industries Inc.
-3.41%
-$205,118.16 
NKE Nike, Inc. - Class B
-2.91%
-$218,000 
MSFT Microsoft Corp.
-2.09%
-$1.85M 
LUV Southwest Airlines Co.
-1.66%
-$48,340.8 
AIG American International Group Inc.
-1.63%
-$1,598.3 
MAT Mattel Inc.
-1.09%
-$1,719.88 
DAL Delta Air Lines, Inc.
-0.97%
-$11,389.8 
BHE Benchmark Electronics Inc.
-0.8%
-$194,310 
WMT Walmart Inc.
-0.74%
-$78,720 
A Agilent Technologies Inc.
-0.29%
-$9,425.22 
IBM International Business Machines Corporation
-0.24%
-$4,353.98 
FITB Fifth Third Bancorp
-0.23%
-$7,979.92 
PLAB Photronics Inc.
-0.11%
-$394.8 
NSC Norfolk Southern Corporation
-0.09%
-$4,199.85 
ALL Allstate Corporation
-0.03%
-$1,596.68 
MCD McDonald's Corporation
-0.03%
-$3,658.2 
VC Visteon Corporation
-0.02%
-$338.25 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 98 | Longs Won 44/98 44% | Profit Factor 42.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.06M |
| Average Win $7.33M | Best Trade (Aug 03) $101.2M | Sharpe Ratio -221,702.61 |
| Average Loss -$139,302.96 | Worst Trade (Jul 30) -$3.73M | Z-Score -1.02 (69.45%) |
| Commissions $0 | Avg. Trade Length 25y 4m 1w 4d | Expectancy $3.21M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 11,825 | $252,000 | $252,000 | - | - | - | 0.0 |
| 2044 204493100 | 34,600 | $630,000 | $630,000 | - | - | - | 0.0 |
| 2082 208251405 | 313,392 | $8.85M | $8.85M | - | - | - | 0.0 |
| 3406 340632207 | 8,733 | $268,000 | $268,000 | - | - | - | 0.0 |
| 3732 373298702 | 20,583 | $591,000 | $591,000 | - | - | - | 0.0 |
| 4905 490553104 | 38,720 | $697,000 | $697,000 | - | - | - | 0.0 |
| 6040 604059105 | 2,100 | $218,000 | $218,000 | - | - | - | 0.0 |
| 6295 629568106 | 28,000 | $1.45M | $1.45M | - | - | - | 0.0 |
| 6966 696642107 | 33,001 | $277,000 | $277,000 | - | - | - | 0.0 |
| 7171 71713U102 | 5,300 | $267,000 | $267,000 | - | - | - | 0.0 |
| 7181 718154107 | 6,750 | $320,000 | $320,000 | - | - | - | 0.0 |
| 8339 833960107 | 71,390 | $763,000 | $763,000 | - | - | - | 0.0 |
| 8816 881694103 | 46,625 | $3.1M | $3.1M | - | - | - | 0.0 |
| 9029 902905827 | 47,480 | $1.28M | $1.28M | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 24,167.23 | $500,261.58 | $3.2M | - | $2.7M | 539.95% | -0.294% |
| ABS ABS | 11,340 | $360,000 | $360,000 | - | - | - | 0.0 |
| ABT Abbott Laboratories | 25,396.87 | $538,007.39 | $2.54M | - | $2M | 371.79% | +0.276% |
| AEG Aegon N.V. | 7,908.16 | $221,997.87 | $72,675.99 | - | -$149,321.88 | -67.26% | +0.547% |
| AET AET | 16,253 | $584,000 | $584,000 | - | - | - | 0.0 |
| AIG American International Group Inc. | 1,224.75 | $1.74M | $96,675.64 | - | -$1.65M | -94.46% | -1.626% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
What dividends does Anne-Lise Wiegand's portfolio generate?
The portfolio generates substantial dividend income, with a total of $112.4M earned over time. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anne-Lise Wiegand's monthly returns?
Anne-Lise Wiegand's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Anne-Lise Wiegand's strategy be considered aggressive or moderate?
Anne-Lise Wiegand's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Anne-Lise Wiegand's strategy?
Anne-Lise Wiegand's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
