Stephen Cheifetz Portfolio
Invests via Kades & Cheifetz LLC | Managed by Howard Andrew Kades, Stephen Neil Cheifetz
Invests via Kades & Cheifetz LLC
Managed by Howard Andrew Kades, Stephen Neil Cheifetz
Automatically Tracked
Stephen Cheifetz Profile
With extensive experience in financial operations and corporate management, Stephen Cheifetz has made significant strides within the investment landscape. His career encompasses pivotal roles in both public and private sectors, underscoring his capability as a versatile leader. Known for his expertise in organizational development, he has driven operational efficiencies that enhance overall profitability. His engagement with various growth-stage companies highlights his focus on scaling businesses effectively while ensuring strategic alignment with market demands. With a robust understanding of capital markets, he plays a crucial role in fostering collaborations that spur innovation and business advancement.
With extensive experience in financial operations and corporate management, Stephen Cheifetz has made significant strides within the investment landscape. His career encompasses pivotal roles in both public and private sectors, underscoring his capability as a versatile leader. Known for his expertise in organizational development, he has driven operational efficiencies that enhance overall profitability. His engagement with various growth-stage companies highlights his focus on scaling businesses effectively while ensuring strategic alignment with market demands. With a robust understanding of capital markets, he plays a crucial role in fostering collaborations that spur innovation and business advancement.
Investment Philosophy & Strategy
Stephen Cheifetz embodies an entrepreneurial mindset, leveraging his extensive operational background to navigate complex investment opportunities. His approach prioritizes scaling innovative business models and enhancing competitive positioning within growth-oriented sectors. By fostering collaborations, he seeks strategic partnerships that propel companies towards market leadership while ensuring effective capital deployment. The emphasis on aligning organizational objectives with evolving market demands reflects a commitment to sustainable growth and long-term value creation.
Stephen Cheifetz embodies an entrepreneurial mindset, leveraging his extensive operational background to navigate complex investment opportunities. His approach prioritizes scaling innovative business models and enhancing competitive positioning within growth-oriented sectors. By fostering collaborations, he seeks strategic partnerships that propel companies towards market leadership while ensuring effective capital deployment. The emphasis on aligning organizational objectives with evolving market demands reflects a commitment to sustainable growth and long-term value creation.
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:
56.35%
Gain +0.32%
Monthly
0.98%
Yearly
12.44%
Drawdown
14.9%
$231.1M
Equity
Holdings
$231.1M
Investment
$170.06M
$64.21M
Profit +$528,339.83
Realized
$3.17M
Unrealized
$61.04M
Dividends
$16.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$528,339.83
Win %
71%
This Week
Compared To Last Week
Gain
0.23%
Profit
$528,339.83
Win %
71%
This Month
Compared to last month
Gain
0.84%
Profit
$1.93M
Win %
71%
This Year
Compared to last year
Gain
7.1%
Profit
$15.32M
Win %
71%
RTX RTX Corporation
+3.25%
+$11,711.81 
AVGO Broadcom Inc.
+2.88%
+$61,461.51 
BRK-B Berkshire Hathaway Inc.
+2.59%
+$6,285.44 
NVDA NVIDIA Corporation
+2.53%
+$94,672.68 
MTUM iShares MSCI USA Momentum Factor ETF
+2.36%
+$81,155.96 
MSFT Microsoft Corporation Common Stock
+1.36%
+$34,238.21 
QQQ Invesco QQQ Trust, Series 1
+1.35%
+$22,493.02 
CMI Cummins Inc.
+1.2%
+$14,107.94 
JPM JPMorgan Chase & Co.
+1.07%
+$3,209.21 
SCHG Schwab U.S. Large-Cap Growth ETF
+1%
+$30,379.3 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.84%
+$89,757 
SCHB Schwab U.S. Broad Market ETF
+0.75%
+$5,570.62 
VOO Vanguard S&P 500 ETF
+0.74%
+$4,085.93 
VBK Vanguard Small-Cap Growth ETF
+0.71%
+$15,401.69 
SCHF Schwab International Equity ETF
+0.69%
+$21,837.96 
IWB iShares Russell 1000 ETF
+0.69%
+$9,927.06 
AMGN Amgen Inc. Common Stock
+0.69%
+$2,513.34 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.68%
+$1,940.04 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.68%
+$42,062.39 
SCHA Schwab U.S. Small-Cap ETF
+0.68%
+$8,198.31 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.65%
+$8,280.99 
VEA Vanguard FTSE Developed Markets ETF
+0.64%
+$8,122.59 
IWM iShares Russell 2000 ETF
+0.61%
+$2,676.96 
ESGV Vanguard ESG U.S. Stock ETF
+0.61%
+$2,887.22 
ICVT iShares Convertible Bond ETF
+0.6%
+$39,750.48 
OVLH Overlay Shares Hedged Large Cap Equity ETF
+0.6%
+$3,119.5 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$23,521.64 
DFUV Dimensional US Marketwide Value ETF
+0.56%
+$3,728.03 
PZT Invesco New York AMT-Free Municipal Bond ETF
+0.55%
+$2,387.4 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$75,309.96 
SCHV Schwab U.S. Large-Cap Value ETF
+0.54%
+$1,924.92 
IAU iShares Gold Trust
+0.51%
+$49,133.7 
GLD SPDR Gold Shares
+0.47%
+$1,678.73 
DWX SPDR S&P International Dividend ETF
+0.46%
+$12,730.76 
ABUS Arbutus Biopharma Corporation
+0.41%
+$346 
BAR GraniteShares Gold Trust
+0.41%
+$12,346.08 
CWB SPDR Bloomberg Convertible Securities ETF
+0.38%
+$5,349.81 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
+0.38%
+$27,546.9 
HNDL Strategy Shares Nasdaq 7HANDL Index ETF
+0.34%
+$33,902.25 
AMZN Amazon.com Inc
+0.33%
+$810 
NYF iShares New York Muni Bond ETF
+0.31%
+$2,590.56 
MUB iShares National Muni Bond ETF
+0.3%
+$14,684.99 
WM Waste Management Inc.
+0.3%
+$1,956.78 
SCHH Schwab U.S. REIT ETF
+0.28%
+$2,820.8 
SCMB Schwab Municipal Bond ETF
+0.22%
+$780.39 
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
+0.21%
+$4,424.8 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.2%
+$687.15 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.18%
+$5,720.94 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.18%
+$1,515.53 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.16%
+$3,528.14 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.14%
+$544.2 
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF
+0.14%
+$537.46 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.12%
+$264.66 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.11%
+$1,327.59 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$5,482.47 
SUB iShares Short-Term National Muni Bond ETF
+0.11%
+$4,027.76 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.1%
+$334.65 
BGRN iShares USD Green Bond ETF
+0.1%
+$311.56 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.06%
+$122.72 
BNDX Vanguard Total International Bond ETF
+0.05%
+$423.87 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$291.61 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$267.88 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$856.23 
SHYD VanEck Short High Yield Muni ETF
+0.04%
+$712.52 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.03%
+$59.52 
NEE NextEra Energy Inc.
+0.03%
+$78.18 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.02%
+$48.16 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.02%
+$43.42 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$86.94 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
0%
$0 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF
0%
$0 
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
VRP Invesco Variable Rate Preferred ETF
0%
$0 
MEMX Matthews Emerging Markets ex China Active ETF
-2.83%
-$72,640.06 
AAPL Apple Inc.
-1.28%
-$149,177.64 
PG The Procter & Gamble Company
-1.2%
-$2,451.11 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.08%
-$23,240.02 
MCK McKesson Corporation
-0.94%
-$5,940.43 
FRA BlackRock Floating Rate Income Strategies Fund, Inc.
-0.86%
-$5,794.96 
GOOG Alphabet Inc
-0.82%
-$15,910.56 
GOOGL Alphabet Inc
-0.75%
-$5,618.87 
JFR Nuveen Floating Rate Income Fund
-0.63%
-$9,417.74 
PGX Invesco Preferred ETF
-0.45%
-$10,849.91 
SCHE Schwab Emerging Markets Equity ETF
-0.43%
-$5,902.95 
ISRG Intuitive Surgical Inc.
-0.38%
-$1,133.33 
EPD Enterprise Products Partners L.P.
-0.34%
-$906.39 
SCHD Schwab U.S. Dividend Equity ETF
-0.31%
-$64,793.63 
CVX Chevron Corporation
-0.31%
-$1,207.63 
COST Costco Wholesale Corp
-0.26%
-$750.78 
HDV iShares Core High Dividend ETF
-0.23%
-$660.1 
IBM International Business Machines Corporation
-0.21%
-$1,734.19 
WMT Walmart Inc.
-0.18%
-$1,749.03 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.17%
-$9,205.28 
DVY iShares Select Dividend ETF
-0.16%
-$1,677.72 
PFF iShares Preferred and Income Securities ETF
-0.16%
-$6,479.6 
XLU State Street Utilities Select Sector SPDR ETF
-0.15%
-$1,038.44 
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF
-0.08%
-$670.58 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.06%
-$172.59 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.05%
-$2,000.22 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$144.41 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$1,304.62 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.03%
-$83.71 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$1,035.6 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.02%
-$931.43 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$86.85 Events
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Dividends
Dividend Analysis
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| Trades 719 | Longs Won 521/719 72% | Profit Factor 31.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $490,089.5 |
| Average Win $127,243.4 | Best Trade (Oct 23) $7.32M | Sharpe Ratio -9.97 |
| Average Loss -$10,531.49 | Worst Trade (Oct 23) -$248,722.88 | Z-Score 8.84 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 2d | Expectancy $89,302.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,373 | $4.34M | $11.46M | - | $7.12M | 164.19% | -1.285% |
| ABUS Arbutus Biopharma Corporation | 20,000 | $40,600 | $84,346 | - | $43,746 | 107.75% | +0.412% |
| AGG iShares Core U.S. Aggregate Bond ETF | 52,214 | $5.06M | $5.02M | - | -$43,555.09 | -0.86% | +0.109% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 9,070 | $389,284 | $380,758.6 | - | -$8,525.4 | -2.19% | +0.143% |
| AMGN Amgen Inc. Common Stock | 835 | $229,679.14 | $369,295.45 | - | $139,616.31 | 60.79% | +0.685% |
| AMZN Amazon.com Inc | 1,000 | $219,390 | $248,810 | - | $29,420 | 13.41% | +0.327% |
| AVGO Broadcom Inc. | 6,623 | $397,775.48 | $2.19M | - | $1.79M | 451.05% | +2.885% |
| BAR GraniteShares Gold Trust | 77,163 | $1.41M | $3.05M | - | $1.64M | 116.46% | +0.406% |
| BGRN iShares USD Green Bond ETF | 6,970 | $324,947 | $321,324.67 | - | -$3,622.33 | -1.11% | +0.097% |
| BNDX Vanguard Total International Bond ETF | 16,955 | $831,623 | $801,208.52 | - | -$30,414.48 | -3.66% | +0.053% |
| BRK-B Berkshire Hathaway Inc. | 448 | $138,385.83 | $249,186.56 | - | $110,800.73 | 80.07% | +2.588% |
| BSCP Invesco BulletShares 2025 Corporate Bond ETF | 25,222 | $513,095.15 | $520,833 | - | $7,737.85 | 1.51% | 0.0 |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 26,788 | $515,464.98 | $522,633.88 | - | $7,168.9 | 1.39% | +0.051% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 29,161 | $567,846.61 | $570,243.35 | - | $2,396.74 | 0.42% | +0.051% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 43,830 | $878,580.53 | $883,831.95 | - | $5,251.42 | 0.6% | 0.0 |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 16,742 | $306,683.71 | $305,876.34 | - | -$807.37 | -0.26% | -0.027% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 11,905 | $193,692.84 | $193,515.77 | - | -$177.07 | -0.09% | +0.031% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 12,272 | $195,857.39 | $195,186.16 | - | -$671.23 | -0.34% | +0.063% |
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | 11,506 | $272,498.45 | $270,218.41 | - | -$2,280.04 | -0.84% | -0.064% |
| BSV Vanguard Short-Term Bond ETF | 51,780 | $4.01M | $3.98M | - | -$30,587.18 | -0.76% | -0.026% |
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FAQ
Which stocks have generated the highest profits for Stephen Cheifetz?
The largest contributions to the portfolio's profits come from the following stocks: Strategy Shares Nasdaq 7HANDL Index ETF - $1.94M, Schwab U.S. Dividend Equity ETF - $1.55M, iShares Preferred and Income Securities ETF - $1.07M, Apple Inc - $987,674.58, and Nuveen Floating Rate Income Fund - $788,189.54. 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: CVS Health Corporation Common Stock - $122,764.2, United Parcel Service, Inc. Class B Common Stock - $67,026.24, NextEra Energy Inc - $49,379.68, Crown Castle Inc - $33,968.21, and Invesco Water Resources ETF - $18,798.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stephen Cheifetz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.88M earned over time. The largest contributors to dividend income include Strategy Shares Nasdaq 7HANDL Index ETF - $1.93M, Schwab U.S. Dividend Equity ETF - $1.54M, iShares Preferred and Income Securities ETF - $1.05M, Nuveen Floating Rate Income Fund - $773,785.63, and Vanguard Dividend Appreciation ETF - $673,293.98. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stephen Cheifetz's monthly returns?
Stephen Cheifetz'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 Stephen Cheifetz's strategy be considered aggressive or moderate?
Stephen Cheifetz'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 Stephen Cheifetz's strategy?
Stephen Cheifetz'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.
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