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:
51.38%
Gain +0.86%
Monthly
1.06%
Yearly
13.52%
Drawdown
14.9%
$234.33M
Equity
Holdings
$234.33M
Investment
$170.06M
$67.44M
Profit +$1.4M
Realized
$3.17M
Unrealized
$64.27M
Dividends
$16.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.86%
Profit
$1.4M
Win %
70%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$2.04M
Win %
70%
This Month
Compared to last month
Gain
-0.66%
Profit
-$1.55M
Win %
70%
This Year
Compared to last year
Gain
8.6%
Profit
$18.56M
Win %
70%
IBM International Business Machines Corporation
+2.85%
+$21,511.79 
ISRG Intuitive Surgical, Inc.
+2.77%
+$6,560.15 
AAPL Apple Inc.
+2.31%
+$252,299.55 
GOOGL Alphabet Inc
+2.22%
+$17,350.36 
GOOG Alphabet Inc
+2.07%
+$41,757.54 
AMZN Amazon.com Inc
+1.39%
+$3,490 
MTUM iShares MSCI USA Momentum Factor ETF
+1.33%
+$47,861.28 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.31%
+$74,792.9 
GLD SPDR Gold Shares
+1.22%
+$4,699.45 
CMI Cummins Inc.
+1.2%
+$15,008.98 
AVGO Broadcom Inc.
+1.18%
+$28,214.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.13%
+$14,784.93 
IAU iShares Gold Trust
+1.11%
+$115,394 
BAR GraniteShares Gold Trust
+1.1%
+$36,266.61 
SCHF Schwab International Equity ETF
+1.06%
+$34,822.68 
PZT Invesco New York AMT-Free Municipal Bond ETF
+1.02%
+$4,463.4 
IWB iShares Russell 1000 ETF
+1.01%
+$14,543.46 
QQQ Invesco QQQ Trust, Series 1
+0.99%
+$16,630.95 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.98%
+$29,520 
VOO Vanguard S&P 500 ETF
+0.94%
+$5,171.74 
ESGV Vanguard ESG U.S. Stock ETF
+0.92%
+$4,366.04 
NVDA NVIDIA Corporation
+0.89%
+$34,394.26 
VBK Vanguard Small-Cap Growth ETF
+0.87%
+$19,593.02 
SCHB Schwab U.S. Broad Market ETF
+0.85%
+$6,330.25 
CWB SPDR Bloomberg Convertible Securities ETF
+0.84%
+$12,605.02 
CVX Chevron Corporation
+0.83%
+$2,989.55 
PG Procter & Gamble Co
+0.82%
+$1,485.9 
JPM JPMorgan Chase & Co.
+0.8%
+$2,558.32 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.78%
+$9,994.89 
DWX SPDR S&P International Dividend ETF
+0.72%
+$20,042.54 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.7%
+$77,290.75 
VYM Vanguard High Dividend Yield ETF
+0.68%
+$28,123.7 
VIG Vanguard Dividend Appreciation ETF
+0.66%
+$89,002.68 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.66%
+$1,886.15 
SCHE Schwab Emerging Markets Equity ETF
+0.65%
+$9,444.72 
PFF iShares Preferred and Income Securities ETF
+0.65%
+$28,078.24 
SCHV Schwab U.S. Large-Cap Value ETF
+0.64%
+$2,289.1 
DFUV Dimensional US Marketwide Value ETF
+0.62%
+$4,142.25 
IWM iShares Russell 2000 ETF
+0.59%
+$2,708.62 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.55%
+$12,421.39 
MSFT Microsoft Corp.
+0.52%
+$12,269.11 
SCHA Schwab U.S. Small-Cap ETF
+0.51%
+$6,337.94 
MUB iShares National Muni Bond ETF
+0.5%
+$23,775.69 
ABUS Arbutus Biopharma Corporation
+0.49%
+$500 
SCHH Schwab U.S. REIT ETF
+0.47%
+$4,647.82 
HNDL NASDAQ 7 Handl Index ETF
+0.44%
+$44,524.96 
SCMB Schwab Municipal Bond ETF
+0.41%
+$1,418.9 
NYF iShares New York Muni Bond ETF
+0.38%
+$3,157.24 
ICVT iShares Convertible Bond ETF
+0.37%
+$26,815.8 
DVY iShares Select Dividend ETF
+0.37%
+$3,871.8 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.36%
+$26,500.82 
PGX Invesco Preferred ETF
+0.34%
+$8,438.82 
NEE NextEra Energy, Inc.
+0.33%
+$844.29 
HDV iShares Core High Dividend ETF
+0.29%
+$801.55 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.28%
+$17,459.86 
SCHD Schwab U.S. Dividend Equity ETF
+0.27%
+$53,012.97 
MCK McKesson Corporation
+0.24%
+$1,339.86 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.21%
+$816.3 
IBMO iShares iBonds Dec 2026 Term ETF
+0.2%
+$1,676.45 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.19%
+$613.08 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.18%
+$1,517.55 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.18%
+$2,065.14 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$8,615.15 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.16%
+$4,947.84 
SHYD VanEck Short High Yield Municipal Fund
+0.16%
+$2,493.82 
WMT Walmart Inc.
+0.13%
+$1,138.9 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.12%
+$264.66 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.12%
+$240.78 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.11%
+$2,520.1 
VRP Invesco Variable Rate Preferred ETF
+0.1%
+$744.95 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.09%
+$184.08 
XLU Utilities Select Sector SPDR Fund
+0.09%
+$639.04 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.09%
+$178.57 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.07%
+$216.62 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$263.73 
BGRN iShares USD Green Bond ETF
+0.06%
+$194.46 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.06%
+$230.34 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$1,751.2 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$195.17 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.04%
+$115.06 
BNDX Vanguard Total International Bond ETF
+0.04%
+$339.1 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.04%
+$1,862.86 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$503.46 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.03%
+$83.71 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$133.94 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.02%
+$43.42 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.02%
+$806.54 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.01%
+$69.99 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.01%
+$221.24 
COST Costco Wholesale Corporation
+0.01%
+$24.73 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$258.9 
MEMX Matthews Emerging Markets ex China Active ETF
0%
$0 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
0%
$0 
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
OVLH Overlay Shares Hedged Large Cap Equity Fund
0%
$0 
AMGN Amgen Inc.
-1.05%
-$3,365.05 
WM Waste Management, Inc.
-0.57%
-$3,292.78 
RTX RTX Corporation
-0.49%
-$1,841.78 
EPD Enterprise Products Partners L.P.
-0.33%
-$942.63 
JFR Nuveen Floating Rate Income Fund
-0.2%
-$3,139.24 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
-0.19%
-$1,363.52 
SCHP Schwab U.S. TIPS ETF
-0.16%
-$4,141.56 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.08%
-$265.24 
BRK-B Berkshire Hathaway Inc.
-0.07%
-$165.76 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.06%
-$436.92 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.04%
-$324.34 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$978.47 Events
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Dividends
Dividend Analysis
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| Trades 719 | Longs Won 516/719 71% | Profit Factor 43.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $497,822.64 |
| Average Win $133,772.31 | Best Trade (Sep 11) $6.81M | Sharpe Ratio -9.97 |
| Average Loss -$7,807.59 | Worst Trade (Mar 30) -$126,829.8 | Z-Score 8.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m | Expectancy $93,799.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,373 | $4.34M | $11.15M | - | $6.81M | 157.16% | +2.315% |
| ABUS Arbutus Biopharma Corporation | 20,000 | $40,600 | $102,900 | - | $62,300 | 153.45% | +0.488% |
| AGG iShares Core U.S. Aggregate Bond ETF | 52,214 | $5.06M | $5.02M | - | -$35,722.99 | -0.71% | +0.172% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 9,070 | $389,284 | $382,844.7 | - | -$6,439.3 | -1.65% | +0.214% |
| AMGN Amgen Inc. | 835 | $229,679.14 | $315,997.4 | - | $86,318.26 | 37.58% | -1.054% |
| AMZN Amazon.com Inc | 1,000 | $219,390 | $255,380 | - | $35,990 | 16.4% | +1.386% |
| AVGO Broadcom Inc. | 6,623 | $397,775.48 | $2.42M | - | $2.02M | 507.88% | +1.181% |
| BAR GraniteShares Gold Trust | 77,163 | $1.41M | $3.32M | - | $1.91M | 135.57% | +1.104% |
| BGRN iShares USD Green Bond ETF | 6,970 | $324,947 | $323,059.5 | - | -$1,887.5 | -0.58% | +0.06% |
| BNDX Vanguard Total International Bond ETF | 16,955 | $831,623 | $796,630.67 | - | -$34,992.33 | -4.21% | +0.043% |
| BRK-B Berkshire Hathaway Inc. | 448 | $138,385.83 | $226,970.24 | - | $88,584.41 | 64.01% | -0.073% |
| BSCP Invesco BulletShares 2025 Corporate Bond ETF | 25,222 | $513,095.15 | $507,212.2 | - | -$5,882.95 | -1.15% | 0.0 |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 26,788 | $515,464.98 | $523,705.4 | - | $8,240.42 | 1.6% | +0.026% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 29,161 | $567,846.61 | $571,917.2 | - | $4,070.59 | 0.72% | +0.012% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 43,830 | $878,580.53 | $887,233.16 | - | $8,652.63 | 0.98% | -0.037% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 16,742 | $306,683.71 | $307,801.67 | - | $1,117.96 | 0.36% | +0.027% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 11,905 | $193,692.84 | $194,706.27 | - | $1,013.43 | 0.52% | +0.092% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 12,272 | $195,857.39 | $196,658.8 | - | $801.41 | 0.41% | +0.094% |
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | 11,506 | $272,498.45 | $270,333.47 | - | -$2,164.98 | -0.79% | +0.043% |
| BSV Vanguard Short-Term Bond ETF | 51,780 | $4.01M | $3.98M | - | -$27,739.28 | -0.69% | +0.007% |
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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: NASDAQ 7 Handl Index ETF - $1.82M, Schwab U.S. Dividend Equity ETF - $1.39M, iShares Preferred and Income Securities ETF - $1.03M, Apple Inc - $987,674.58, and Nuveen Floating Rate Income Fund - $771,865.47. 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 - $122,764.2, United Parcel Service, Inc - $67,026.24, NextEra Energy, Inc - $51,328.43, 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 $16.11M earned over time. The largest contributors to dividend income include NASDAQ 7 Handl Index ETF - $1.81M, Schwab U.S. Dividend Equity ETF - $1.39M, iShares Preferred and Income Securities ETF - $1.01M, Nuveen Floating Rate Income Fund - $757,461.56, and Vanguard Dividend Appreciation ETF - $620,234.69. 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
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.
