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

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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.

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.

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:

28.16%

Gain +1.31%

Monthly

0.72%

Yearly

9.05%

Drawdown

11.53%

$232.42M

Equity

Holdings

$232.42M

Investment

$170.06M

$65.65M

Profit +$3.32M

Realized

$3.29M

Unrealized

$62.36M

Dividends

$14.64M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

1.31%

Profit

$3.32M

Win %

83%

This Week

Compared To Last Week

Gain

-0.84%

Profit

-$1.96M

Win %

83%

This Month

Compared to last month

Gain

-0.99%

Profit

-$2.33M

Win %

83%

This Year

Compared to last year

Gain

7.71%

Profit

$16.64M

Win %

83%

Gainers
Losers

AMGN Amgen Inc.

+5.23%

+$14,746.09

EMXC iShares MSCI Emerging Markets ex China ETF

+5.22%

+$282,774.7

MTUM iShares MSCI USA Momentum Factor ETF

+4.54%

+$164,690.23

AVGO Broadcom Inc.

+3.96%

+$97,656.07

ABUS Arbutus Biopharma Corporation

+3.82%

+$3,144

RTX RTX Corporation

+3.72%

+$12,467.4

SCHF Schwab International Equity ETF

+3.69%

+$116,272.35

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+3.57%

+$44,811.11

SCHA Schwab U.S. Small-Cap ETF

+3.36%

+$41,755.84

VBK Vanguard Small-Cap Growth ETF

+3.31%

+$74,546.87

QQQ Invesco QQQ Trust, Series 1

+3.22%

+$52,688.26

GLD SPDR Gold Shares

+3.19%

+$11,653.45

BAR GraniteShares Gold Trust

+3.16%

+$97,997.01

IAU iShares Gold Trust

+3.13%

+$306,926.1

CMI Cummins Inc.

+3.08%

+$44,228.54

SLYG SPDR S&P 600 Small Cap Growth ETF

+2.94%

+$318,637.35

IWM iShares Russell 2000 ETF

+2.91%

+$12,988.82

ESML iShares ESG Aware MSCI USA Small-Cap ETF

+2.81%

+$7,921.83

DEM WisdomTree Emerging Markets High Dividend Fund

+2.77%

+$59,702.81

MEMX Matthews Emerging Markets ex China Active ETF

+2.49%

+$66,647.27

CWB SPDR Bloomberg Convertible Securities ETF

+2.34%

+$35,392.26

SCHE Schwab Emerging Markets Equity ETF

+2.27%

+$31,285.63

ICVT iShares Convertible Bond ETF

+2.24%

+$163,418.64

NVDA NVIDIA Corporation

+2.19%

+$77,653.02

SCHV Schwab U.S. Large-Cap Value ETF

+2.09%

+$7,283.5

DFUV Dimensional US Marketwide Value ETF

+1.97%

+$12,426.75

ESGV Vanguard ESG U.S. Stock ETF

+1.92%

+$8,626.45

SCHB Schwab U.S. Broad Market ETF

+1.82%

+$12,913.68

DWX SPDR S&P International Dividend ETF

+1.82%

+$49,908.82

DFAC Dimensional U.S. Core Equity 2 ETF

+1.79%

+$21,995.05

SLYV SPDR S&P 600 Small Cap Value ETF

+1.72%

+$126,227.59

IWB iShares Russell 1000 ETF

+1.7%

+$23,394.57

VOO Vanguard S&P 500 ETF

+1.66%

+$8,767.45

SCHG Schwab U.S. Large-Cap Growth ETF

+1.64%

+$46,870.92

JPM JPMorgan Chase & Co.

+1.52%

+$4,239.75

OVLH Overlay Shares Hedged Large Cap Equity Fund

+1.42%

+$7,237.24

IBM International Business Machines Corporation

+1.41%

+$12,435.5

VIG Vanguard Dividend Appreciation ETF

+1.34%

+$177,434.83

AMZN Amazon.com Inc

+1.31%

+$3,130

DES WisdomTree U.S. SmallCap Dividend Fund

+1.28%

+$79,363

VYM Vanguard High Dividend Yield ETF

+1.24%

+$49,983.49

AAPL Apple Inc.

+1.2%

+$116,805.83

SCHD Schwab U.S. Dividend Equity ETF

+0.99%

+$188,490.56

PFF iShares Preferred and Income Securities ETF

+0.8%

+$35,277.79

DVY iShares Select Dividend ETF

+0.72%

+$7,291.9

AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

+0.69%

+$2,721

VCIT Vanguard Intermediate-Term Corporate Bond Fund

+0.67%

+$8,113.05

HNDL NASDAQ 7 Handl Index ETF

+0.63%

+$64,504.68

PGX Invesco Preferred ETF

+0.6%

+$15,672.08

BNDX Vanguard Total International Bond ETF

+0.59%

+$4,832.18

SCHZ Schwab U.S. Aggregate Bond ETF

+0.58%

+$13,356.53

EAGG iShares ESG Aware U.S. Aggregate Bond ETF

+0.57%

+$1,299.24

AGG iShares Core U.S. Aggregate Bond ETF

+0.56%

+$28,978.77

ISRG Intuitive Surgical, Inc.

+0.54%

+$1,471.69

SCHR Schwab Intermediate-Term U.S. Treasury ETF

+0.53%

+$1,129.05

BGRN iShares USD Green Bond ETF

+0.51%

+$1,679.77

SJNK SPDR Bloomberg Short Term High Yield Bond ETF

+0.5%

+$1,673.25

BSCV Invesco BulletShares 2031 Corporate Bond ETF

+0.46%

+$921.63

SHYG iShares 0-5 Year High Yield Corporate Bond ETF

+0.45%

+$3,839.33

IBDV iShares iBonds Dec 2030 Term Corporate ETF

+0.39%

+$818.63

BSCU Invesco BulletShares 2030 Corporate Bond ETF

+0.36%

+$714.3

SCHP Schwab U.S. TIPS ETF

+0.36%

+$9,836.2

JFR Nuveen Floating Rate Income Fund

+0.33%

+$5,232.07

XLU Utilities Select Sector SPDR Fund

+0.32%

+$2,236.64

SCHJ Schwab 1-5 Year Corporate Bond ETF

+0.3%

+$13,971.45

IBDU iShares iBonds Dec 2029 Term Corporate ETF

+0.28%

+$938.66

BSCT Invesco BulletShares 2029 Corporate Bond ETF

+0.27%

+$837.1

MUB iShares National Muni Bond ETF

+0.25%

+$12,587.13

SCHH Schwab U.S. REIT ETF

+0.25%

+$2,603.82

BSV Vanguard Short-Term Bond ETF

+0.24%

+$9,838.2

BSMR Invesco BulletShares 2027 Municipal Bond ETF

+0.21%

+$575.3

VRP Invesco Variable Rate Preferred ETF

+0.18%

+$1,340.91

IBDT iShares iBonds Dec 2028 Term Corporate ETF

+0.18%

+$781.65

NYF iShares New York Muni Bond ETF

+0.18%

+$1,538.14

SCMB Schwab Municipal Bond ETF

+0.18%

+$638.5

SCHO Schwab Short-Term U.S. Treasury ETF

+0.17%

+$6,452.32

BSCS Invesco BulletShares 2028 Corporate Bond ETF

+0.15%

+$1,314.9

VGSH Vanguard Short-Term Treasury Fund

+0.15%

+$5,544.64

GOOG Alphabet Inc

+0.13%

+$2,804.1

IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF

+0.12%

+$460.68

BRK-B Berkshire Hathaway Inc.

+0.09%

+$183.68

VTES Vanguard Short-Term Tax-Exempt Bond ETF

+0.08%

+$2,628.54

BSCR Invesco BulletShares 2027 Corporate Bond ETF

+0.08%

+$437.42

IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF

+0.06%

+$206.15

SUB iShares Short-Term National Muni Bond ETF

+0.06%

+$2,101.44

FLOT iShares Floating Rate Bond ETF

+0.05%

+$856.23

SHYD VanEck Short High Yield Municipal Fund

+0.04%

+$712.52

SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF

+0.03%

+$663.72

IBMP iShares iBonds Dec 2027 Term Corporate ETF

+0.02%

+$145.64

HDV iShares Core High Dividend ETF

+0.02%

+$47.15

BSCP Invesco BulletShares 2025 Corporate Bond ETF

BSCQ Invesco BulletShares 2026 Corporate Bond ETF

FRA BlackRock Floating Rate Income Strategies Fund Inc.

IBDR iShares iBonds Dec 2026 Term Corporate ETF

IBDS iShares iBonds Dec 2027 Term Corporate ETF

IBMN iShares iBonds Dec 2025 Term Muni Bond ETF

WM Waste Management, Inc.

-2.17%

-$13,103.65

CVX Chevron Corporation

-1.94%

-$6,215.52

MSFT Microsoft Corp.

-1.83%

-$34,886.48

EPD Enterprise Products Partners L.P.

-1.24%

-$3,407.97

COST Costco Wholesale Corporation

-0.81%

-$2,313.45

WMT Walmart Inc.

-0.22%

-$2,196.45

PG Procter & Gamble Co

-0.17%

-$317.5

MCK McKesson Corporation

-0.16%

-$812.8

GOOGL Alphabet Inc

-0.1%

-$834.61

NEE NextEra Energy, Inc.

-0.07%

-$187.62

PZT Invesco New York AMT-Free Municipal Bond ETF

-0.07%

-$311.4

IBMO iShares iBonds Dec 2026 Term ETF

-0.06%

-$502.94

Events

Dividends

Dividend Analysis

No Data

Trades 719	Longs Won 568/719 78%	Profit Factor 91.55
Profitability	Shorts Won 0/0 0%	Standard Deviation $453,877.67
Average Win $116,856.47	Best Trade (Jun 11) $5.67M	Sharpe Ratio -8.46
Average Loss -$4,801.51	Worst Trade (Sep 29) -$88,215.24	Z-Score 22.28 (100%)
Commissions $0	Avg. Trade Length 1y 10m 4d	Expectancy $91,306.6

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	47,619	42,857	38,095	33,333	28,571	23,810	19,048	14,286	9,524	4,762

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Returns

Overall, Monthly

Holdings
History

Positions (108)
Options (0)

Option values are updated at end of day.

No Data

Trades (279)
Options (0)

No Data

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Stephen Cheifetz Portfolio

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