SA
Sheila Asher Portfolio
Invests via LAFFER TENGLER INVESTMENTS Inc. | Managed by Sheila Asher
Invests via LAFFER TENGLER INVESTMENTS Inc.
Managed by Sheila Asher
Automatically Tracked
Sheila Asher Profile
Sheila Asher has established a robust presence in the investment landscape through her extensive experience as an investor-operator. Her career is marked by pivotal leadership roles that leverage her deep understanding of market dynamics and capital allocation strategies. Known for fostering innovation within ventures, she actively engages with growth-stage companies to help refine their business models and enhance operational efficiency. Her ability to connect with entrepreneurial teams makes her a sought-after mentor in financial circles, where her insights into scaling businesses have proven invaluable. Sheila's reputation for driving performance positions her as a key player in both emerging markets and traditional sectors.
Sheila Asher has established a robust presence in the investment landscape through her extensive experience as an investor-operator. Her career is marked by pivotal leadership roles that leverage her deep understanding of market dynamics and capital allocation strategies. Known for fostering innovation within ventures, she actively engages with growth-stage companies to help refine their business models and enhance operational efficiency. Her ability to connect with entrepreneurial teams makes her a sought-after mentor in financial circles, where her insights into scaling businesses have proven invaluable. Sheila's reputation for driving performance positions her as a key player in both emerging markets and traditional sectors.
Investment Philosophy & Strategy
Innovation drives the core of Sheila Asher's investment ethos, characterized by her hands-on approach to fostering business growth. With a background steeped in operational excellence, she seeks to identify unique market opportunities that others may overlook. By leveraging her extensive leadership experience, she empowers entrepreneurial ventures to enhance their scalability and profitability. Her collaborative mentorship style cultivates strong relationships with founders, allowing for meaningful strategic input that aligns vision with execution. Focused on creating substantial value through transformative strategies, her engagement spans both emerging sectors and established industries.
Innovation drives the core of Sheila Asher's investment ethos, characterized by her hands-on approach to fostering business growth. With a background steeped in operational excellence, she seeks to identify unique market opportunities that others may overlook. By leveraging her extensive leadership experience, she empowers entrepreneurial ventures to enhance their scalability and profitability. Her collaborative mentorship style cultivates strong relationships with founders, allowing for meaningful strategic input that aligns vision with execution. Focused on creating substantial value through transformative strategies, her engagement spans both emerging sectors and established industries.
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:
1.15%
Gain -0.01%
Monthly
-0.01%
Yearly
-0.11%
Drawdown
3.7%
$53.36B
Equity
Holdings
$53.36B
Investment
$54.71B
-$1.34B
Profit -$1.76M
Realized
-$0
Unrealized
-$1.34B
Dividends
$187.29M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$1.76M
Win %
89%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$5.03M
Win %
89%
This Month
Compared to last month
Gain
0.03%
Profit
$16M
Win %
89%
This Year
Compared to last year
Gain
0.3%
Profit
$159.85M
Win %
89%
ETFC E*TRADE Financial Corp
+331.35%
+$43,807.37 
INTU Intuit Inc.
+2.98%
+$145,566.08 
FNMA Fannie Mae
+2.06%
+$3,486 
AAPL Apple Inc.
+0.49%
+$170,350.99 
SHW The Sherwin-Williams Company
+0.14%
+$39,732.9 
A Agilent Technologies Inc.
0%
+$0.1 
ADI Analog Devices, Inc.
0%
+$0.05 
ADBE Adobe Inc.
0%
$0 
ADSK Autodesk, Inc.
0%
-$0.12 
AIG American International Group Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
+$0.22 
AN AutoNation Inc.
0%
+$0.08 
AVY Avery Dennison Corporation
0%
$0 
AXP American Express Company
0%
$0 
AZO AutoZone Inc.
0%
+$0.11 
BAC Bank of America Corporation
0%
$0 
BBBYQ BED BATH & BEYOND INC
0%
$0 
BC Brunswick Corporation
0%
$0 
BCC Boise Cascade Company
0%
+$0.01 
BEN Franklin Resources Inc.
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
C Citigroup Inc.
0%
$0 
CCL Carnival Corporation Ltd.
0%
$0 
CIEN Ciena Corporation
0%
-$0.04 
COF Capital One Financial Corporation
0%
+$0.41 
CR Crane NXT Co.
0%
-$0.33 
CSCO Cisco Systems, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
-$2.96 
DG Dollar General Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
DOV Dover Corporation
0%
$0 
DRI Darden Restaurants, Inc.
0%
+$0.05 
EA Electronic Arts Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FHI Federated Hermes Inc.
0%
$0 
FHN First Horizon Corporation
0%
$0 
FMCC Freddie Mac
0%
$0 
GE General Electric Company
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GPC Genuine Parts Company
0%
+$0.34 
HAL Halliburton Company
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
+$1.44 
HIG The Hartford Insurance Group, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$0.1 
JBL Jabil Inc.
0%
-$0.04 
JPM JPMorgan Chase & Co.
0%
-$1.73 
KEY KeyCorp
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
MAR Marriott International Inc. - Class A
0%
-$0.57 
MCD McDonald's Corporation
0%
-$0.21 
MCO Moody's Corporation
0%
$0 
MO Altria Group, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.83 
MTG MGIC Investment Corporation
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
PBI Pitney Bowes Inc.
0%
$0 
PFG Principal Financial Group, Inc.
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PLD Prologis Inc.
0%
$0 
PPG PPG Industries Inc.
0%
$0 
R Ryder System Inc.
0%
$0 
RF Regions Financial Corporation
0%
$0 
ROK Rockwell Automation, Inc.
0%
+$0.03 
RVTY Revvity Inc.
0%
+$0.1 
SANM Sanmina Corporation
0%
-$0.02 
SBUX Starbucks Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SLM SLM Corporation
0%
$0 
STT State Street Corp
0%
+$0.34 
TER Teradyne, Inc.
0%
+$0.11 
THC Tenet Healthcare Corporation
0%
$0 
TJX The TJX Companies, Inc.
0%
+$0.7 
TROW T. Rowe Price Group, Inc.
0%
$0 
TXN Texas Instruments Inc
0%
+$1.13 
TXT Textron Inc.
0%
$0 
UIS Unisys Corporation
0%
$0 
USB U.S. Bancorp
0%
$0 
VFC V.F. Corporation
0%
$0 
VMC Vulcan Materials Company
0%
-$0.27 
WAT Waters Corporation
0%
+$0.02 
WFC Wells Fargo & Company
0%
$0 
YUM Yum! Brands, Inc.
0%
-$0.04 
ZION Zions Bancorporation, National Association
0%
$0 
EWJ iShares MSCI Japan ETF
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$1.21 
SPY SPDR S&P 500 ETF Trust
0%
+$4.29 
XLNX Xilinx Inc
0%
$0 
MXIM Maxim Integrated Products Inc
0%
$0 
GAP Gap Inc.
0%
$0 
CTXS Citrix Systems Inc
0%
$0 
AVP Avon Products Inc
0%
$0 
BBT Beacon Financial Corporation
0%
$0 
TIF Tiffany & Co
0%
$0 
FDC First Data Corp
0%
$0 
SYMC Symantec Corp
0%
$0 
RTN Raytheon Co
0%
$0 CCTY
CCTYQ
0%
$0 LXK
LXK
0%
$0 NOVL
NOVL
0%
$0 HOT
HOT
0%
$0 TIN
TIN
0%
$0 TOY
TOY
0%
$0 TYC
TYC
0%
$0 PVN
PVN
0%
$0 BRCM
BRCM
0%
$0 HCR
HCR
0%
$0 QLGC
QLGC
0%
$0 MOT
MOT
0%
$0 PD
PD
0%
$0 CFC
CFC
0%
$0 GDW
GDW
0%
$0 SPLS
SPLS
0%
$0 KRB
KRB
0%
$0 CA
CA
0%
$0 WB
WB
0%
$0 RSHC
RSHCQ
0%
$0 SEBL
SEBL
0%
$0 NSM
NSM
0%
$0 SOTR
SOTR
0%
$0 MEL
MEL
0%
$0 MER
MER
0%
$0 PMCS
PMCS
0%
$0 NXTL
NXTL
0%
$0 VRTS
VRTSE
0%
$0 ALTR
ALTR
0%
$0 NVLS
NVLS
0%
$0 JNS
JNS
0%
$0 LTD
LTD
0%
$0 LSI
LSI
0%
$0 STI
STI
0%
$0 YHOO
YHOO
0%
$0 LIZ
LIZ
0%
$0 TLAB
TLAB
0%
$0 LU
LU
0%
$0 JDSU
JDSU
0%
$0 SLR
SLR
0%
$0 PSFT
PSFT
0%
$0 ADCT
ADCT
0%
$0 UST
UST
0%
$0 AMCC
AMCC
0%
$0 SBL
SBL
0%
$0 CPWR
CPWR
0%
$0 CMVT
CMVT
0%
$0 BMC
BMC
0%
$0 CCE
CCE
0%
$0 PLL
PLL
0%
$0 BOL
BOL
0%
$0 WAMU
WAMUQ
0%
$0 COL
COL
0%
$0 ACS
ACS
0%
$0 MIL
MIL
0%
$0 HMA
HMA
0%
$0 LLTC
LLTC
0%
$0 ASO
ASO
0%
$0 SFA
SFA
0%
$0 RKY
RKY
0%
$0 LEHM
LEHMQ
0%
$0 BSC
BSC
0%
$0 MERQ
MERQ
0%
$0 RAI
RAI
0%
$0 MI
MI
0%
$0 TNB
TNB
0%
$0 MOLX
MOLX
0%
$0 SOV
SOV
0%
$0 WEN
WEN
0%
$0 ODP
ODP
0%
$0 HLT
HLT
0%
$0 NTAP
NTAP
0%
$0 CBE
CBE
0%
$0 TEK
TEK
0%
$0 
BF-B Brown-Forman Corporation
0%
$0 
CSC Computer Sciences Corp.
0%
$0 PMTC
PMTC
0%
$0 
ORCL Oracle Corporation
-8.83%
-$991,823.25 
AMAT Applied Materials, Inc.
-3.79%
-$917,481 
QCOM QUALCOMM Incorporated
-2.4%
-$77,668.32 
HOG Harley-Davidson Inc.
-1.86%
-$13,209 
GS The Goldman Sachs Group, Inc.
-1.48%
-$40,889.09 
SPG Simon Property Group, Inc.
-0.97%
-$59,632.51 
EQR Equity Residential
-0.94%
-$25,544 
ITT Itt Inc.
-0.94%
-$15,960.67 Events
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Dividends
Dividend Analysis
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| Trades 195 | Longs Won 90/195 46% | Profit Factor 0.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $103.63M |
| Average Win $13.63M | Best Trade (Oct 15) $286.09M | Sharpe Ratio 0 |
| Average Loss -$24.48M | Worst Trade (Oct 15) -$927.97M | Z-Score -1.07 (71.68%) |
| Commissions $0 | Avg. Trade Length 22y 2w 6d | Expectancy -$6.89M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 2,179 | 1,961 | 1,743 | 1,525 | 1,307 | 1,089 | 871 | 654 | 436 | 218 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 9,753.85 | $141,723.38 | $1.67M | - | $1.53M | 1,081% | 0.0 |
| AAPL Apple Inc. | 100,800 | $69,753.6 | $34.57M | - | $34.5M | 49,460.69% | +0.495% |
| ACS ACS | 600 | $33.4M | $33.4M | - | - | - | 0.0 |
| ADBE Adobe Inc. | 67,474 | $1.67M | $15.94M | - | $14.27M | 855.25% | 0.0 |
| ADCT ADCT | 34,554 | $62.54M | $62.54M | - | - | - | 0.0 |
| ADI Analog Devices, Inc. | 5,200 | $201,656 | $2.16M | - | $1.95M | 969.37% | 0.0 |
| ADSK Autodesk, Inc. | 12,188 | $296,351.22 | $2.81M | - | $2.51M | 847.69% | 0.0 |
| AIG American International Group Inc. | 2,460 | $2.96M | $191,019 | - | -$2.77M | -93.55% | 0.0 |
| ALTR ALTR | 6,265 | $122.61M | $122.61M | - | - | - | 0.0 |
| AMAT Applied Materials, Inc. | 52,100 | $859,129 | $23.27M | - | $22.41M | 2,608.49% | -3.793% |
| AMCC AMCC | 18,431 | $57.69M | $57.69M | - | - | - | 0.0 |
| AMD Advanced Micro Devices, Inc. | 7,245 | $94,185 | $4.39M | - | $4.29M | 4,557.92% | 0.0 |
| AN AutoNation Inc. | 7,700 | $131,516 | $1.2M | - | $1.06M | 809.37% | 0.0 |
| ASO ASO | 5,212 | $127.17M | $127.17M | - | - | - | 0.0 |
| AVP Avon Products Inc | 35,400 | $1.55B | $1.55B | - | - | - | 0.0 |
| AVY Avery Dennison Corporation | 9,200 | $605,176 | $1.57M | - | $965,448 | 159.53% | 0.0 |
| AXP American Express Company | 84,362.97 | $3.84M | $26.14M | - | $22.3M | 581.28% | 0.0 |
| AZO AutoZone Inc. | 2,200 | $169,950 | $6.37M | - | $6.2M | 3,645.37% | 0.0 |
| BAC Bank of America Corporation | 28,688 | $1.24M | $1.55M | - | $304,953.44 | 24.53% | 0.0 |
| BBBYQ BED BATH & BEYOND INC | 6,600 | $244.93M | $244.93M | - | - | - | 0.0 |
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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 Sheila Asher?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $41.57M, iShares MSCI Japan ETF - $17.28M, The Home Depot, Inc - $11.9M, JPMorgan Chase & Co - $9.42M, and Citigroup Inc - $6.89M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Sheila Asher's portfolio generate?
The portfolio generates substantial dividend income, with a total of $187.29M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $41.57M, iShares MSCI Japan ETF - $17.28M, The Home Depot, Inc - $11.9M, JPMorgan Chase & Co - $9.42M, and Citigroup Inc - $6.89M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sheila Asher's monthly returns?
Sheila Asher'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 Sheila Asher's strategy be considered aggressive or moderate?
Sheila Asher'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 Sheila Asher's strategy?
Sheila Asher'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.
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