Allyson Mickool Portfolio
Invests via Florida Financial Advisors LLC | Managed by Allyson Mickool, Jason Mickool
Invests via Florida Financial Advisors LLC
Managed by Allyson Mickool, Jason Mickool
Automatically Tracked
A senior investor and operator with a background in growth equity and healthcare investing, focused on scaling consumer and services businesses through operational value creation. Allyson Mickool brings prior experience at growth equity funds and in-house corporate development roles, with strengths in commercial due diligence, portfolio company governance and go-to-market scaling. Holds an MBA and is active on boards advising revenue and product strategy.
A senior investor and operator with a background in growth equity and healthcare investing, focused on scaling consumer and services businesses through operational value creation. Allyson Mickool brings prior experience at growth equity funds and in-house corporate development roles, with strengths in commercial due diligence, portfolio company governance and go-to-market scaling. Holds an MBA and is active on boards advising revenue and product strategy.
Investment Philosophy & Strategy
A senior investor and operator with a background in growth equity and healthcare investing, focused on scaling consumer and services businesses through operational value creation. Allyson Mickool brings prior experience at growth equity funds and in-house corporate development roles, with strengths in commercial due diligence, portfolio company governance and go-to-market scaling. Holds an MBA and is active on boards advising revenue and product strategy.
A senior investor and operator with a background in growth equity and healthcare investing, focused on scaling consumer and services businesses through operational value creation. Allyson Mickool brings prior experience at growth equity funds and in-house corporate development roles, with strengths in commercial due diligence, portfolio company governance and go-to-market scaling. Holds an MBA and is active on boards advising revenue and product strategy.
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:
65.66%
Gain -1.07%
Monthly
1.59%
Yearly
20.85%
Drawdown
24.35%
$567.8M
Equity
Holdings
$567.8M
Investment
$486.03M
$108.23M
Profit -$4.62M
Realized
$26.45M
Unrealized
$81.78M
Dividends
$7.68M
Goals
Avg. 39.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.07%
Profit
-$4.62M
Win %
71%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$4.62M
Win %
71%
This Month
Compared to last month
Gain
3.29%
Profit
$18.06M
Win %
71%
This Year
Compared to last year
Gain
-4.13%
Profit
-$24.02M
Win %
69%
MPC Marathon Petroleum Corporation
+7.42%
+$37,050.98 
LBRT Liberty Energy Inc.
+5.97%
+$71,197.7 
EXE Expand Energy Corporation
+5.08%
+$14,079.76 
ALSN Allison Transmission Holdings Inc.
+4.74%
+$93,167.16 
HL Hecla Mining Company
+4.15%
+$87,325 
UBER Uber Technologies, Inc.
+4.01%
+$13,370.43 
ISRG Intuitive Surgical, Inc.
+3.85%
+$9,893.03 
RMD ResMed Inc.
+3.83%
+$8,442.51 
NEM Newmont Corporation
+3.79%
+$9,219.12 
TRGP Targa Resources Corp.
+3.64%
+$46,924.16 
IBKR Interactive Brokers Group Inc.
+3.22%
+$6,613.71 
NFLX Netflix, Inc.
+2.9%
+$26,485.85 
FTNT Fortinet Inc.
+2.86%
+$17,429.98 
MDT Medtronic plc
+2.58%
+$7,461 
WMB The Williams Companies, Inc.
+2.06%
+$6,588.8 
MRK Merck & Co., Inc.
+1.82%
+$10,303.02 
ANET Arista Networks, Inc.
+1.51%
+$10,804.35 
ACN Accenture plc Class A
+1.44%
+$5,996.1 
SNOW Snowflake Inc.
+1.27%
+$6,192.92 
SCCO Southern Copper Corporation
+1.18%
+$35,506.68 
AU AngloGold Ashanti plc
+1.07%
+$2,671.82 
GLD SPDR Gold Shares
+1.02%
+$28,575.47 
GOOGL Alphabet Inc
+0.91%
+$150,200.59 
ELV Elevance Health, Inc.
+0.89%
+$2,253.99 
RVMD Revolution Medicines Inc.
+0.89%
+$8,796.11 
ABT Abbott Laboratories
+0.75%
+$3,238.38 
WMT Walmart Inc.
+0.72%
+$36,536.67 
TSLA Tesla, Inc.
+0.7%
+$13,530.96 
JPM JPMorgan Chase & Co.
+0.64%
+$17,880.87 
COST Costco Wholesale Corporation
+0.52%
+$6,295.6 
XAR SPDR S&P Aerospace & Defense ETF
+0.51%
+$3,801.87 
RTX RTX Corporation
+0.49%
+$16,004.48 
PCN PIMCO Corporate & Income Strategy Fund
+0.42%
+$598.9 
CAH Cardinal Health Inc.
+0.33%
+$15,992.55 
SYLD Cambria Shareholder Yield ETF
+0.24%
+$663.38 
CEG Constellation Energy Corporation
+0.2%
+$893.68 
BMY Bristol-Myers Squibb Company
+0.18%
+$434.04 
TPC Tutor Perini Corporation
+0.15%
+$2,445.14 
NFG National Fuel Gas Company
+0.11%
+$304.92 
IDMO Invesco S&P International Developed Momentum ETF
+0.11%
+$470.89 
SNDK SanDisk Corporation
+0.1%
+$4,743.4 
EME EMCOR Group, Inc.
+0.1%
+$206.69 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.09%
+$914.88 
WULF TeraWulf Inc.
+0.09%
+$154.23 
WWD Woodward Inc.
+0.08%
+$2,590.84 
MTZ MasTec, Inc. Common Stock
+0.07%
+$956.27 
MKSI MKS Instruments Inc.
+0.07%
+$1,477.07 
LITE Lumentum Holdings Inc.
+0.07%
+$3,207.99 
TOL Toll Brothers Inc
+0.05%
+$225.85 
EZM WisdomTree U.S. MidCap Fund
+0.05%
+$113.01 
FDXF FedEx Freight Holding Company Inc.
+0.05%
+$204.36 
VBK Vanguard Small-Cap Growth ETF
+0.05%
+$214.72 
CGCP Capital Group Core Plus Income ETF
+0.04%
+$144.6 
XSMO Invesco S&P SmallCap Momentum ETF
+0.04%
+$145.04 
CLSK CleanSpark, Inc.
+0.04%
+$63.62 
JQUA JPMorgan U.S. Quality Factor ETF
+0.04%
+$502.68 
CGMU Capital Group Municipal Income ETF
+0.04%
+$119.93 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$109.61 
RKLB Rocket Lab Corporation
+0.04%
+$144.69 
XLF Financial Select Sector SPDR Fund
+0.04%
+$319.68 
PAYC Paycom Software, Inc.
+0.03%
+$190.04 
FBND Fidelity Total Bond ETF
+0.03%
+$89.65 
AIQ Global X Artificial Intelligence & Technology ETF
+0.03%
+$66.92 
AMAT Applied Materials, Inc.
+0.03%
+$1,997.19 
AXP American Express Company
+0.03%
+$634.41 
ROL Rollins, Inc.
+0.03%
+$283.44 
VIAV Viavi Solutions Inc.
+0.03%
+$449.61 
AMD Advanced Micro Devices, Inc.
+0.03%
+$1,451.16 
PWV Invesco Large Cap Value ETF
+0.03%
+$64.49 
ATI ATI Inc.
+0.02%
+$864.75 
VOOV Vanguard S&P 500 Value ETF
+0.02%
+$80.07 
T AT&T Inc.
+0.02%
+$75.37 
WELL Welltower Inc.
+0.02%
+$367.65 
IDXX IDEXX Laboratories, Inc.
+0.02%
+$47.1 
SMH VanEck Semiconductor ETF
+0.02%
+$803.13 
NLR VanEck Uranium and Nuclear ETF
+0.02%
+$107.94 
SLV iShares Silver Trust
+0.02%
+$333.28 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$58.35 
HUBB Hubbell Inc.
+0.02%
+$47.69 
RBC RBC Bearings Incorporated
+0.02%
+$568.63 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$78.78 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$50.24 
UTHR United Therapeutics Corporation
+0.01%
+$42.38 
SPMO Invesco S&P 500 Momentum ETF
+0.01%
+$794.92 
IP International Paper Company
+0.01%
+$28.46 
NI NiSource Inc.
+0.01%
+$147.65 
GLDM SPDR Gold MiniShares Trust
+0.01%
+$118.8 
SPHQ Invesco S&P 500 Quality ETF
+0.01%
+$91.11 
COPX Global X Copper Miners ETF
+0.01%
+$33.61 
XLRE The Real Estate Select Sector SPDR Fund
+0.01%
+$47.73 
JEPI JPMorgan Equity Premium Income Fund
+0.01%
+$62.08 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+0.01%
+$13.32 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$78.42 
FDVV Fidelity High Dividend ETF
+0.01%
+$116.03 
IVV iShares Core S&P 500 ETF
+0.01%
+$84.18 
ADP Automatic Data Processing Inc.
+0.01%
+$32.54 
AMGN Amgen Inc.
+0.01%
+$18 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$28.62 
CHTR Charter Communications Inc
+0.01%
+$14.48 
TRV The Travelers Companies, Inc.
+0.01%
+$31.11 
TTMI TTM Technologies, Inc.
+0.01%
+$184.26 
VST Vistra Corp
+0.01%
+$147.73 
VTV Vanguard Value ETF
+0.01%
+$682.82 
QCOM QUALCOMM Incorporated
+0.01%
+$33.44 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.01%
+$21.43 
CAT Caterpillar Inc.
+0.01%
+$325.72 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$25.15 
MUB iShares National Muni Bond ETF
+0.01%
+$22.32 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$90.16 
VOE Vanguard Mid-Cap Value ETF
+0.01%
+$11.26 
AME Ametek Inc.
0%
+$25.3 
APP AppLovin Corporation Class A Common Stock
0%
+$17.68 
MCD McDonald's Corporation
0%
+$7.69 
FBCV Fidelity Blue Chip Value ETF
0%
+$6.97 
ATO Atmos Energy Corporation
0%
$0 
CB Chubb Limited
0%
$0 
CMCSA Comcast Corp
0%
$0 
CMPX Compass Therapeutics Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
CSL Carlisle Companies Inc.
0%
$0 
EXEL Exelixis Inc.
0%
$0 
FORM FormFactor Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
HYMC Hycroft Mining Holding Corporation Class A Common Stock
0%
$0 
IESC Ies Holdings Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
IQV IQVIA Holdings Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
RPRX Royalty Pharma plc
0%
$0 
SEIC SEI Investments Company
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
VSAT Viasat Inc.
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
BBUS JPMorgan Betabuilders U.S. Equity Fund
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
CGIE Capital Group International Equity ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
CGSD Capital Group Short Duration Income ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CGCB Capital Group Core Bond ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DIVB iShares Core Dividend ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
FBCG Fidelity Blue Chip Growth Fund
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
LVHI Franklin International Low Volatility High Dividend ETF
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
QQQJ Invesco NASDAQ Next Gen 100 ETF
0%
$0 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
TMAT Main Thematic Innovation ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
FFLC Fidelity Large Cap Core Fund
0%
$0 
DTCR Global X Data Center & Digital Infrastructure ETF
0%
$0 
GARP iShares MSCI USA Quality GARP ETF
0%
$0 
CGNG Capital Group New Geography Equity ETF
0%
$0 
JAJL Innovator EDP ETF - 6M January/July
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
CGMM Capital Group U.S. Small and Mid Cap ETF
0%
$0 
SFD Smithfield Foods, Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
AUGO Aura Minerals Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
AXTI AXT, Inc.
-16.67%
-$254,398.48 
GLW Corning Incorporated
-4.78%
-$144,904.14 
BE Bloom Energy Corporation
-3.97%
-$111,723.17 
NVDA NVIDIA Corporation
-2.86%
-$444,784.18 
KLAC KLA Corporation
-2.71%
-$24,927.54 
AGX Argan Inc.
-2.69%
-$9,143.84 
SOXX iShares Semiconductor ETF
-2.56%
-$26,372.04 
AOS A. O. Smith Corporation
-2.45%
-$6,143.41 
AHR American Healthcare REIT, Inc.
-2.24%
-$41,968.42 
LOW Lowe's Companies Inc.
-2%
-$5,811.01 
DRAM Roundhill Memory ETF
-1.98%
-$14,100 
PM Philip Morris International Inc.
-1.88%
-$12,473.61 
KEYS Keysight Technologies, Inc.
-1.63%
-$39,142.4 
AAPL Apple Inc.
-1.62%
-$136,758.18 
LRCX Lam Research Corporation
-1.59%
-$80,610.91 
HIG The Hartford Insurance Group, Inc.
-1.49%
-$5,574.21 
STX Seagate Technology Holdings plc
-1.45%
-$84,496.9 
VGT Vanguard Information Technology ETF
-0.99%
-$5,164.8 
FTEC Fidelity MSCI Information Technology Index ETF
-0.98%
-$17,060.1 
PEP PepsiCo, Inc.
-0.93%
-$7,167.26 
INDV Indivior Pharmaceuticals, Inc.
-0.9%
-$28,311.85 
SBUX Starbucks Corporation
-0.88%
-$2,831.85 
BKNG Booking Holdings Inc.
-0.72%
-$2,383.92 
BA Boeing Company
-0.69%
-$1,807.67 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.54%
-$5,640.98 
EFA iShares MSCI EAFE ETF
-0.5%
-$2,514.24 
CGIC Capital Group International Core Equity ETF
-0.49%
-$3,028.86 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$3,959.22 
IBM International Business Machines Corporation
-0.41%
-$1,337.63 
SECT Main Sector Rotation ETF
-0.37%
-$7,950.15 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.33%
-$758.5 
VMI Valmont Industries, Inc.
-0.28%
-$631.4 
KO The Coca-Cola Company
-0.21%
-$1,547.49 
CAR Avis Budget Group, Inc.
-0.2%
-$3,974.6 
WU Western Union Co.
-0.14%
-$129.49 
AAOI Applied Optoelectronics, Inc.
-0.14%
-$2,489.95 
KEEL Keel Infrastructure Corp.
-0.13%
-$245.4 
ENS EnerSys
-0.12%
-$3,525.5 
NVTS Navitas Semiconductor Corporation
-0.11%
-$215.81 
UAA Under Armour Inc.
-0.08%
-$98.51 
DAN Dana Inc.
-0.07%
-$1,270.16 
KWEB KraneShares CSI China Internet ETF
-0.07%
-$354.98 
TPR Tapestry Inc.
-0.07%
-$2,885.96 
XOM Exxon Mobil Corporation
-0.06%
-$906.42 
ABBV AbbVie Inc.
-0.06%
-$413.98 
MRSH Marsh & McLennan Companies, Inc.
-0.06%
-$322.08 
WSM Williams-Sonoma, Inc.
-0.06%
-$256.34 
AVGO Broadcom Inc.
-0.06%
-$2,510.01 
ORCL Oracle Corporation
-0.05%
-$418.58 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.05%
-$462.15 
LLY Eli Lilly and Company
-0.05%
-$909.73 
COHR Coherent Corp.
-0.05%
-$1,959.66 
MGC Vanguard Mega Cap ETF
-0.05%
-$3,787.43 
META Meta Platforms Inc Class A
-0.05%
-$1,222.55 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$294.6 
VB Vanguard Small-Cap ETF
-0.05%
-$297.05 
HSY The Hershey Company
-0.04%
-$118.49 
FTI TechnipFMC plc
-0.04%
-$1,713.48 
CI The Cigna Group
-0.04%
-$159.35 
PL PLANET LABS PBC
-0.04%
-$937.51 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$123.55 
GS The Goldman Sachs Group, Inc.
-0.04%
-$1,854.94 
MO Altria Group, Inc.
-0.04%
-$125.1 
PFE Pfizer Inc.
-0.04%
-$86.16 
ANF Abercrombie & Fitch Co.
-0.04%
-$138 
CMI Cummins Inc.
-0.04%
-$253.21 
MA Mastercard Incorporated
-0.04%
-$354.42 
FLSP Franklin Systematic Style Premia ETF
-0.04%
-$91.81 
XLE Energy Select Sector SPDR Fund
-0.04%
-$762.18 
TJX The TJX Companies, Inc.
-0.03%
-$112.61 
HII Huntington Ingalls Industries Inc.
-0.03%
-$580.96 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.03%
-$287.37 
EWY iShares MSCI South Korea ETF
-0.03%
-$95.46 
HACK Amplify Cybersecurity ETF
-0.03%
-$174.72 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$2,319.42 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$1,603.69 
VOT Vanguard Mid-Cap Growth ETF
-0.03%
-$92.34 
FDX FedEx Corporation
-0.03%
-$612.27 
MS Morgan Stanley
-0.03%
-$156.54 
MSI Motorola Solutions, Inc.
-0.03%
-$83.97 
V Visa Inc. Class A
-0.03%
-$466.75 
IWY iShares Russell Top 200 Growth ETF
-0.03%
-$1,075.23 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$277.19 
DOV Dover Corporation
-0.02%
-$52.35 
XLG Invesco S&P 500 Top 50 ETF
-0.02%
-$172.44 
ADBE Adobe Inc.
-0.02%
-$83.22 
DVN Devon Energy Corporation
-0.02%
-$68.17 
GILD Gilead Sciences Inc.
-0.02%
-$70.58 
GOOG Alphabet Inc
-0.02%
-$512.98 
IAUM iShares Gold Trust Micro
-0.02%
-$68.58 
IWO iShares Russell 2000 Growth ETF
-0.02%
-$76.4 
VOOG Vanguard S&P 500 Growth ETF
-0.02%
-$283.6 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$493.96 
CIEN Ciena Corporation
-0.02%
-$718.72 
EOG EOG Resources, Inc.
-0.02%
-$71.31 
PANW Palo Alto Networks, Inc.
-0.02%
-$134.7 
VRSN Verisign Inc.
-0.02%
-$597.15 
VRT Vertiv Holdings Co
-0.02%
-$438.59 
VDC VANGUARD CONSUMER STAPLES ETF
-0.02%
-$72.15 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$235.58 
JBL Jabil Inc.
-0.02%
-$38.02 
VZ Verizon Communications Inc.
-0.02%
-$75.26 
ACGL Arch Capital Group Ltd
-0.02%
-$45.62 
LIN Linde plc
-0.02%
-$39 
MSFT Microsoft Corp.
-0.02%
-$1,892.12 
ROST Ross Stores, Inc.
-0.02%
-$715.54 
STRL Sterling Infrastructure, Inc.
-0.02%
-$219.76 
UNP Union Pacific Corporation
-0.02%
-$108.83 
IWM iShares Russell 2000 ETF
-0.02%
-$110.76 
GEV GE Vernova Inc.
-0.02%
-$223.41 
EMR Emerson Electric Co.
-0.02%
-$43.52 
BINC iShares Flexible Income Active ETF
-0.02%
-$48.47 
CGDV Capital Group Dividend Value ETF
-0.02%
-$220.94 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.02%
-$39.1 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$38.81 
MGV Vanguard Mega Cap Value ETF
-0.02%
-$558.9 
PG Procter & Gamble Co
-0.02%
-$128.47 
VLO Valero Energy Corporation
-0.02%
-$75.23 
WFC Wells Fargo & Company
-0.02%
-$318.88 
BAC Bank of America Corporation
-0.02%
-$442.13 
WDC Western Digital Corporation
-0.02%
-$668.73 
AEIS Advanced Energy Industries Inc.
-0.01%
-$501.74 
AMZN Amazon.com Inc
-0.01%
-$728.34 
CDW CDW Corporation
-0.01%
-$43.78 
BLV Vanguard Long-Term Bond ETF
-0.01%
-$29.14 
VOO Vanguard S&P 500 ETF
-0.01%
-$3,273.58 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$86.52 
DIS The Walt Disney Company
-0.01%
-$90.34 
MRVL Marvell Technology, Inc.
-0.01%
-$70.05 
WRB W.R. Berkley Corporation
-0.01%
-$46.57 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$29.83 
SHLD Global X Defense Tech ETF
-0.01%
-$34.27 
CTVA Corteva Inc.
-0.01%
-$490.44 
CGDG Capital Group Dividend Growers ETF
-0.01%
-$31.89 
CALM Cal-Maine Foods Inc.
-0.01%
-$44.51 
IAU iShares Gold Trust
-0.01%
-$258.03 
TLT iShares 20+ Year Treasury Bond ETF
-0.01%
-$38.26 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$43.32 
C Citigroup Inc.
-0.01%
-$54.91 
TER Teradyne, Inc.
-0.01%
-$503.77 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
-0.01%
-$67.84 
GDX VanEck Gold Miners ETF
-0.01%
-$29.92 
MGK Vanguard Mega Cap Growth ETF
-0.01%
-$185.28 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.01%
-$25.27 
VUG Vanguard Growth ETF
-0.01%
-$163.06 
APLD Applied Digital Corporation
-0.01%
-$16.96 
CRM Salesforce Inc
-0.01%
-$62.73 
DCI Donaldson Company, Inc.
-0.01%
-$28.41 
DE Deere & Company
-0.01%
-$21.72 
INGR Ingredion Inc.
-0.01%
-$22.41 
DELL Dell Technologies Inc.
-0.01%
-$35.58 
SCHW Charles Schwab Corporation
-0.01%
-$37.23 
CSCO Cisco Systems, Inc.
-0.01%
-$76.68 
GE General Electric Company
-0.01%
-$250.88 
HD The Home Depot, Inc.
-0.01%
-$129 
PHM PulteGroup Inc.
-0.01%
-$29.37 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$315.41 
ASTS AST SpaceMobile, Inc.
-0.01%
-$15.22 
QQQM Invesco NASDAQ 100 ETF
-0.01%
-$394.75 
APH Amphenol Corporation
-0.01%
-$284.93 
GM General Motors Company
-0.01%
-$21.91 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$51.78 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$54.83 
RDDT Reddit Inc Class A
-0.01%
-$13.1 
PLTR Palantir Technologies Inc.
-0.01%
-$62.2 
CVX Chevron Corporation
-0.01%
-$88.87 
UNH UnitedHealth Group Incorporated
-0.01%
-$48.41 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.01%
-$42.14 
JNJ Johnson & Johnson
0%
-$311.3 
WM Waste Management, Inc.
0%
-$9.89 
XLB Materials Select Sector SPDR Fund
0%
-$34.07 
IDCC InterDigital, Inc.
0%
-$14.93 
ETN Eaton Corporation plc
0%
-$7.61 
QQQ Invesco QQQ Trust, Series 1
0%
-$328.46 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
0%
-$1.83 
MU Micron Technology, Inc.
0%
-$92.64 Events
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Dividends
Dividend Analysis
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| Trades 2333 | Longs Won 1461/2333 62% | Profit Factor 3.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $292,654.77 |
| Average Win $105,764.37 | Best Trade (Aug 21) $4.94M | Sharpe Ratio -12.75 |
| Average Loss -$53,088.84 | Worst Trade (Sep 01) -$2.13M | Z-Score 7.18 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 6d | Expectancy $46,390.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 13,105 | $1.94M | $1.77M | - | -$166,695.8 | -8.59% | -0.14% |
| AAPL Apple Inc. | 26,974 | $6.18M | $8.32M | - | $2.13M | 34.45% | -1.618% |
| ABBV AbbVie Inc. | 2,760 | $540,030.34 | $678,656.4 | - | $138,626.06 | 25.67% | -0.061% |
| ABT Abbott Laboratories | 3,998 | $466,911.68 | $434,262.76 | - | -$32,648.92 | -6.99% | +0.751% |
| ACGL Arch Capital Group Ltd | 2,281 | $221,379 | $224,587.26 | - | $3,208.26 | 1.45% | -0.02% |
| ACN Accenture plc Class A | 2,370 | $643,360.52 | $422,452.5 | - | -$220,908.02 | -34.34% | +1.44% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 4,757 | $323,653.03 | $368,239.37 | - | $44,586.34 | 13.78% | 0.0 |
| ADBE Adobe Inc. | 1,387 | $638,238.29 | $367,763.04 | - | -$270,475.25 | -42.38% | -0.023% |
| ADP Automatic Data Processing Inc. | 1,628 | $493,730.47 | $441,741.52 | - | -$51,988.95 | -10.53% | +0.007% |
| AEIS Advanced Energy Industries Inc. | 10,037 | $3.74M | $3.26M | - | -$480,843.11 | -12.85% | -0.015% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,030 | $498,016.82 | $490,953.15 | - | -$7,063.67 | -1.42% | +0.005% |
| AGX Argan Inc. | 569 | $310,626.37 | $330,736.94 | - | $20,110.57 | 6.47% | -2.69% |
| AHR American Healthcare REIT, Inc. | 33,046 | $1.53M | $1.83M | - | $307,897.93 | 20.19% | -2.238% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,346 | $219,531 | $212,036.02 | - | -$7,494.98 | -3.41% | +0.032% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 444 | $214,460 | $148,384.8 | - | -$66,075.2 | -30.81% | +0.009% |
| ALSN Allison Transmission Holdings Inc. | 16,519 | $1.87M | $2.06M | - | $182,596.76 | 9.74% | +4.744% |
| AMAT Applied Materials, Inc. | 12,484 | $6.71M | $6.73M | - | $26,903.64 | 0.4% | +0.03% |
| AMD Advanced Micro Devices, Inc. | 12,091 | $2.33M | $5.85M | - | $3.51M | 150.74% | +0.025% |
| AME Ametek Inc. | 2,530 | $452,925.98 | $641,785.1 | - | $188,859.12 | 41.7% | +0.004% |
| AMGN Amgen Inc. | 600 | $211,506.4 | $246,588.01 | - | $35,081.61 | 16.59% | +0.007% |
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FAQ
Which stocks have generated the highest profits for Allyson Mickool?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $2.7M, Micron Technology, Inc - $2.11M, Ies Holdings Inc - $1.66M, Vanguard Mega Cap ETF - $1.6M, and Rocket Lab Corporation - $1.6M. 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: Oracle Corporation - $1.96M, Netflix, Inc - $958,787.05, Robinhood Markets, Inc - $863,619.95, Roblox Corporation - $820,420.04, and DoorDash, Inc - $796,444.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Allyson Mickool's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.68M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $322,527.79, JPMorgan Nasdaq Equity Premium Income ETF - $294,651.67, JPMorgan Betabuilders U.S. Equity Fund - $294,237.12, Vanguard Value ETF - $292,394.46, and Schwab U.S. Large-Cap Value ETF - $232,974.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Allyson Mickool's monthly returns?
Allyson Mickool's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Allyson Mickool's strategy be considered aggressive or moderate?
Allyson Mickool's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Allyson Mickool's strategy?
Allyson Mickool's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
