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:
58.29%
Gain -1.79%
Monthly
1.38%
Yearly
17.88%
Drawdown
24.36%
$547.34M
Equity
Holdings
$547.34M
Investment
$486.03M
$87.76M
Profit -$6.22M
Realized
$26.45M
Unrealized
$61.31M
Dividends
$8.74M
Goals
Avg. 31% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.79%
Profit
-$6.22M
Win %
66%
This Week
Compared To Last Week
Gain
-4.37%
Profit
-$25M
Win %
66%
This Month
Compared to last month
Gain
-2.97%
Profit
-$16.75M
Win %
66%
This Year
Compared to last year
Gain
-7.58%
Profit
-$44.49M
Win %
65%
HONA Honeywell Aerospace Inc.
+3.67%
+$9,008.96 
EXE Expand Energy Corporation
+3.39%
+$9,187.64 
NI NiSource Inc.
+3.06%
+$37,207.8 
IDXX IDEXX Laboratories, Inc.
+2.79%
+$6,546.26 
TRGP Targa Resources Corp.
+2.79%
+$39,639.41 
FDXF FedEx Freight Holding Company Inc.
+2.68%
+$8,640.24 
COP ConocoPhillips
+2.55%
+$14,045.6 
EOG EOG Resources, Inc.
+2.54%
+$9,198.99 
RPRX Royalty Pharma plc
+2.38%
+$77,125.88 
DVN Devon Energy Corporation
+2.31%
+$7,771.38 
RTX RTX Corporation
+2.27%
+$62,255.92 
FTI TechnipFMC plc
+2.2%
+$85,674 
MSI Motorola Solutions, Inc.
+2.17%
+$6,388.94 
PM Philip Morris International Inc.
+2.08%
+$14,500.13 
PEP PepsiCo, Inc.
+2%
+$14,278.92 
NFG National Fuel Gas Company
+1.9%
+$5,048.12 
CVX Chevron Corporation
+1.9%
+$36,969.83 
CMCSA Comcast Corp
+1.88%
+$7,332.44 
DAN Dana Inc.
+1.86%
+$33,659.24 
LBRT Liberty Energy Inc.
+1.86%
+$18,547.3 
XLE Energy Select Sector SPDR Fund
+1.85%
+$46,874.07 
TJX The TJX Companies, Inc.
+1.73%
+$5,117.5 
ATO Atmos Energy Corporation
+1.62%
+$26,435.83 
NEM Newmont Corporation
+1.56%
+$3,887.97 
XOM Exxon Mobil Corporation
+1.5%
+$24,955.04 
CHTR Charter Communications Inc
+1.49%
+$2,376.36 
KO The Coca-Cola Company
+1.41%
+$11,176.1 
HSY The Hershey Company
+1.37%
+$3,435.93 
MO Altria Group, Inc.
+1.37%
+$5,079.06 
AUGO Aura Minerals Inc.
+1.32%
+$47,782.63 
COST Costco Wholesale Corporation
+1.28%
+$16,051.88 
WMB The Williams Companies, Inc.
+1.2%
+$3,771.52 
C Citigroup Inc.
+1.19%
+$5,345.06 
MRK Merck & Co., Inc.
+1.16%
+$7,419.06 
JPM JPMorgan Chase & Co.
+1.14%
+$30,168.91 
XLU Utilities Select Sector SPDR Fund
+1.13%
+$23,216.12 
NEE NextEra Energy, Inc.
+1.13%
+$8,154.18 
LIN Linde plc
+1.1%
+$2,111.85 
GE General Electric Company
+1.1%
+$28,601.46 
SHLD Global X Defense Tech ETF
+1.09%
+$2,261.16 
DOV Dover Corporation
+1.08%
+$2,203.94 
HWM Howmet Aerospace Inc.
+1.08%
+$29,342.97 
INGR Ingredion Inc.
+1.05%
+$2,285.82 
VZ Verizon Communications Inc.
+1.04%
+$3,461.04 
SFD Smithfield Foods, Inc.
+1.03%
+$15,131.41 
ROST Ross Stores, Inc.
+1.02%
+$34,339.2 
WFC Wells Fargo & Company
+1.01%
+$17,857.56 
ACGL Arch Capital Group Ltd
+0.98%
+$2,223.97 
GM General Motors Company
+0.96%
+$3,527.51 
HII Huntington Ingalls Industries Inc.
+0.91%
+$14,115.87 
PWV Invesco Large Cap Value ETF
+0.91%
+$2,305.87 
XLB Materials Select Sector SPDR Fund
+0.89%
+$7,301.25 
PG Procter & Gamble Co
+0.88%
+$7,094.57 
XLP Consumer Staples Select Sector SPDR Fund
+0.88%
+$10,695.48 
VDC VANGUARD CONSUMER STAPLES ETF
+0.87%
+$2,950.93 
PNC The PNC Financial Services Group, Inc.
+0.86%
+$4,529.48 
ITA iShares U.S. Aerospace & Defense ETF
+0.85%
+$1,814.56 
CMI Cummins Inc.
+0.85%
+$4,971.04 
CTVA Corteva Inc.
+0.81%
+$5,149.62 
LLY Eli Lilly and Company
+0.81%
+$14,685.49 
LOW Lowe's Companies Inc.
+0.81%
+$2,067 
HD The Home Depot, Inc.
+0.8%
+$10,556.54 
MRSH Marsh & McLennan Companies, Inc.
+0.79%
+$4,304.16 
HIG The Hartford Insurance Group, Inc.
+0.78%
+$2,721.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$41,696.26 
WMT Walmart Inc.
+0.74%
+$39,243.09 
AU AngloGold Ashanti plc
+0.74%
+$1,750.95 
AAPL Apple Inc.
+0.72%
+$66,760.65 
TXN Texas Instruments Inc
+0.72%
+$8,174.94 
ACN Accenture plc Class A
+0.71%
+$3,780.15 
JNJ Johnson & Johnson
+0.61%
+$48,347.6 
CI The Cigna Group
+0.6%
+$2,363.84 
T AT&T Inc.
+0.6%
+$2,110.5 
V Visa Inc. Class A
+0.56%
+$10,547.42 
ABBV AbbVie Inc.
+0.56%
+$4,402.23 
ISRG Intuitive Surgical, Inc.
+0.56%
+$1,616.03 
MTZ MasTec, Inc. Common Stock
+0.54%
+$5,183.99 
LVHI Franklin International Low Volatility High Dividend ETF
+0.5%
+$1,733.55 
TPR Tapestry Inc.
+0.49%
+$15,479.24 
CB Chubb Limited
+0.49%
+$2,739.94 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$11,968.74 
VLO Valero Energy Corporation
+0.46%
+$3,040.1 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.44%
+$3,188.49 
ASML ASML Holding N.V. New York Registry Shares
+0.36%
+$1,378.59 
FLSP Franklin Systematic Style Premia ETF
+0.34%
+$918.1 
DIS The Walt Disney Company
+0.33%
+$2,228.51 
PFE Pfizer Inc.
+0.32%
+$818.52 
GEV GE Vernova Inc.
+0.31%
+$3,205.79 
AXP American Express Company
+0.3%
+$6,731.8 
DIVB iShares Core Dividend ETF
+0.29%
+$1,063.2 
SCCO Southern Copper Corporation
+0.28%
+$8,529.37 
TRV The Travelers Companies, Inc.
+0.26%
+$1,220.09 
MGV Vanguard Mega Cap Value ETF
+0.25%
+$7,731.45 
XLRE The Real Estate Select Sector SPDR Fund
+0.25%
+$1,002.33 
IVLU iShares MSCI International Value Factor ETF
+0.25%
+$522.59 
VYMI Vanguard International High Dividend Yield Index Fund
+0.25%
+$3,634.5 
XLF Financial Select Sector SPDR Fund
+0.24%
+$2,157.84 
VTV Vanguard Value ETF
+0.24%
+$24,581.34 
VYM Vanguard High Dividend Yield ETF
+0.24%
+$1,967.64 
CGDG Capital Group Dividend Growers ETF
+0.23%
+$542.04 
WM Waste Management, Inc.
+0.22%
+$495 
VOE Vanguard Mid-Cap Value ETF
+0.21%
+$490.25 
ADP Automatic Data Processing Inc.
+0.21%
+$976.82 
MCD McDonald's Corporation
+0.21%
+$787.44 
MPC Marathon Petroleum Corporation
+0.2%
+$1,607.98 
AMGN Amgen Inc.
+0.18%
+$462 
PHM PulteGroup Inc.
+0.16%
+$543.9 
COWZ Pacer US Cash Cows 100 ETF
+0.16%
+$581.78 
BAC Bank of America Corporation
+0.15%
+$3,537.04 
WRB W.R. Berkley Corporation
+0.15%
+$535.55 
ABT Abbott Laboratories
+0.12%
+$519.74 
TOL Toll Brothers Inc
+0.12%
+$451.68 
SBUX Starbucks Corporation
+0.11%
+$334.95 
IP International Paper Company
+0.09%
+$170.8 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.06%
+$1,650.36 
SCHV Schwab U.S. Large-Cap Value ETF
+0.06%
+$3,219.42 
SYLD Cambria Shareholder Yield ETF
+0.05%
+$145.62 
BA Boeing Company
+0.05%
+$105.36 
EFA iShares MSCI EAFE ETF
+0.04%
+$186.24 
AOS A. O. Smith Corporation
+0.03%
+$78.26 
GDX VanEck Gold Miners ETF
+0.03%
+$89.77 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$557.16 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$135.68 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.02%
+$60.89 
FORM FormFactor Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UAA Under Armour Inc.
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CRWV CoreWeave, Inc.
-11.19%
-$23,938.2 
AXTI AXT, Inc.
-9.15%
-$91,287.2 
APLD Applied Digital Corporation
-8.53%
-$10,173.78 
KEEL Keel Infrastructure Corp.
-8.37%
-$10,551.99 
FTNT Fortinet Inc.
-7.84%
-$54,425.78 
PANW Palo Alto Networks, Inc.
-7.67%
-$47,791.92 
CLSK CleanSpark, Inc.
-7.59%
-$9,034.75 
SNOW Snowflake Inc.
-7.48%
-$36,848.56 
CRWD CrowdStrike Holdings, Inc.
-7.2%
-$50,816.08 
AAOI Applied Optoelectronics, Inc.
-7.03%
-$77,122.93 
PLTR Palantir Technologies Inc.
-6.83%
-$85,223.99 
NET Cloudflare Inc.
-6.79%
-$159,608.05 
NVTS Navitas Semiconductor Corporation
-6.72%
-$8,919.94 
WULF TeraWulf Inc.
-6.34%
-$8,227.43 
RKLB Rocket Lab Corporation
-6.08%
-$16,205.28 
VIAV Viavi Solutions Inc.
-6.06%
-$100,263.03 
PL PLANET LABS PBC
-6.05%
-$82,500.88 
RVMD Revolution Medicines Inc.
-6.04%
-$55,289.47 
COHR Coherent Corp.
-5.77%
-$149,037.3 
STX Seagate Technology Holdings plc
-5.51%
-$273,519.9 
CIEN Ciena Corporation
-5.33%
-$151,855.68 
ASTS AST SpaceMobile, Inc.
-5.3%
-$7,168.62 
HACK Amplify Cybersecurity ETF
-4.75%
-$29,003.52 
BE Bloom Energy Corporation
-4.61%
-$139,814.3 
SNDK SanDisk Corporation
-4.59%
-$253,174.63 
WDC Western Digital Corporation
-4.57%
-$155,571.78 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.2%
-$5,625.48 
AEIS Advanced Energy Industries Inc.
-4.19%
-$106,091.19 
INTC Intel Corporation
-4.18%
-$135,478.05 
STRL Sterling Infrastructure, Inc.
-4.1%
-$36,543.42 
DRAM Roundhill Memory ETF
-4.08%
-$28,411.5 
LITE Lumentum Holdings Inc.
-4.04%
-$191,219.18 
TTMI TTM Technologies, Inc.
-3.96%
-$73,960.44 
MU Micron Technology, Inc.
-3.77%
-$325,313.16 
INDV Indivior Pharmaceuticals, Inc.
-3.69%
-$100,304.84 
MKSI MKS Instruments Inc.
-3.68%
-$59,118.69 
ANET Arista Networks, Inc.
-3.63%
-$25,513.43 
AMD Advanced Micro Devices, Inc.
-3.6%
-$244,963.42 
ORCL Oracle Corporation
-3.49%
-$24,538.08 
LRCX Lam Research Corporation
-3.48%
-$157,475.79 
AGX Argan Inc.
-3.43%
-$7,163.71 
VSAT Viasat Inc.
-3.32%
-$76,283.76 
GLW Corning Incorporated
-3.27%
-$82,697.74 
APP AppLovin Corporation Class A Common Stock
-3.22%
-$16,011.29 
CMPX Compass Therapeutics Inc.
-3.18%
-$814.7 
AVGO Broadcom Inc.
-3.15%
-$115,771.2 
JBL Jabil Inc.
-3.12%
-$4,870.72 
IBKR Interactive Brokers Group Inc.
-3.12%
-$6,263.16 
MRVL Marvell Technology, Inc.
-3.03%
-$17,068.87 
TMAT Main Thematic Innovation ETF
-3.01%
-$10,039.41 
AMAT Applied Materials, Inc.
-3%
-$161,168.56 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-2.96%
-$7,328.5 
TER Teradyne, Inc.
-2.85%
-$123,202.81 
KLAC KLA Corporation
-2.83%
-$22,931.53 
DELL Dell Technologies Inc.
-2.77%
-$11,667.9 
META Meta Platforms Inc Class A
-2.75%
-$86,743.67 
AIQ Global X Artificial Intelligence & Technology ETF
-2.59%
-$5,554.35 
HYMC Hycroft Mining Holding Corporation Class A Common Stock
-2.58%
-$46,986.3 
NFLX Netflix, Inc.
-2.53%
-$22,605.37 
IDCC InterDigital, Inc.
-2.51%
-$12,279.16 
CRM Salesforce Inc
-2.44%
-$18,841.38 
QTUM Defiance Quantum ETF
-2.41%
-$9,192.7 
EWY iShares MSCI South Korea ETF
-2.41%
-$7,177.84 
ADBE Adobe Inc.
-2.34%
-$8,183.3 
VRT Vertiv Holdings Co
-2.29%
-$35,970.12 
SOXX iShares Semiconductor ETF
-2.24%
-$21,888.04 
XLK State Street Technology Select Sector SPDR ETF
-2.18%
-$190,442.56 
SCHW Charles Schwab Corporation
-2.17%
-$7,594.92 
IESC Ies Holdings Inc.
-2.11%
-$11,068.92 
FTEC Fidelity MSCI Information Technology Index ETF
-2.1%
-$36,783.97 
MSFT Microsoft Corp.
-2.06%
-$209,878.25 
SOFI SoFi Technologies, Inc.
-2.05%
-$14,935.8 
IWO iShares Russell 2000 Growth ETF
-2.05%
-$6,061.86 
GARP iShares MSCI USA Quality GARP ETF
-2.05%
-$5,213.79 
KEYS Keysight Technologies, Inc.
-2.02%
-$48,575.91 
CDW CDW Corporation
-2%
-$6,739.04 
VBK Vanguard Small-Cap Growth ETF
-1.99%
-$8,436.83 
VGT Vanguard Information Technology ETF
-1.99%
-$10,501.76 
MTUM iShares MSCI USA Momentum Factor ETF
-1.94%
-$4,693.87 
CSCO Cisco Systems, Inc.
-1.92%
-$16,179.48 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-1.92%
-$5,457 
GOOGL Alphabet Inc
-1.89%
-$308,330.06 
SMH VanEck Semiconductor ETF
-1.81%
-$72,315.25 
GOOG Alphabet Inc
-1.78%
-$39,439.95 
NLR VanEck Uranium and Nuclear ETF
-1.78%
-$9,261.79 
ATI ATI Inc.
-1.75%
-$57,419.4 
TSLA Tesla, Inc.
-1.75%
-$37,239.39 
ETN Eaton Corporation plc
-1.73%
-$5,310.49 
FBCG Fidelity Blue Chip Growth Fund
-1.67%
-$10,263.06 
QQQM Invesco NASDAQ 100 ETF
-1.67%
-$98,787.38 
UNH UnitedHealth Group Incorporated
-1.67%
-$16,409.07 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$264,055.39 
PAYC Paycom Software, Inc.
-1.65%
-$11,348.46 
DE Deere & Company
-1.65%
-$3,891.49 
CGGR Capital Group Growth ETF
-1.64%
-$17,222.4 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-1.6%
-$3,392.64 
MGK Vanguard Mega Cap Growth ETF
-1.56%
-$26,680.32 
JMOM JPMorgan U.S. Momentum Factor ETF
-1.56%
-$5,487.36 
TPC Tutor Perini Corporation
-1.55%
-$20,572.86 
VOT Vanguard Mid-Cap Growth ETF
-1.55%
-$4,673.43 
HL Hecla Mining Company
-1.54%
-$29,940 
XSMO Invesco S&P SmallCap Momentum ETF
-1.54%
-$4,459.98 
RMD ResMed Inc.
-1.53%
-$3,862.11 
CAR Avis Budget Group, Inc.
-1.53%
-$23,847.6 
QQQI Neos NASDAQ-100 High Income ETF
-1.53%
-$5,319.72 
VRSN Verisign Inc.
-1.52%
-$42,443.02 
IWY iShares Russell Top 200 Growth ETF
-1.51%
-$59,257.17 
SPMO Invesco S&P 500 Momentum ETF
-1.48%
-$84,615.98 
APH Amphenol Corporation
-1.47%
-$136,905.6 
VUG Vanguard Growth ETF
-1.46%
-$21,360.86 
MAGS Roundhill Magnificent Seven Fund
-1.44%
-$17,194.43 
IWM iShares Russell 2000 ETF
-1.43%
-$7,236.3 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.39%
-$13,859.5 
AMZN Amazon.com Inc
-1.36%
-$62,985.66 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.35%
-$3,991.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.35%
-$12,371.91 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.34%
-$18,094.53 
VOOG Vanguard S&P 500 Growth ETF
-1.31%
-$15,881.6 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.31%
-$5,710.78 
EEM iShares MSCI Emerging Markets ETF
-1.27%
-$12,783.27 
ROL Rollins, Inc.
-1.24%
-$11,904.48 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.23%
-$47,651.07 
IQV IQVIA Holdings Inc.
-1.21%
-$3,734.16 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.21%
-$2,564.52 
XLC Communication Services Select Sector SPDR Fund
-1.21%
-$13,487.12 
CEG Constellation Energy Corporation
-1.18%
-$5,345.65 
JQUA JPMorgan U.S. Quality Factor ETF
-1.13%
-$14,410.16 
EXEL Exelixis Inc.
-1.13%
-$2,943.66 
WU Western Union Co.
-1.12%
-$906.43 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.12%
-$10,576.8 
CGNG Capital Group New Geography Equity ETF
-1.08%
-$7,940.48 
EME EMCOR Group, Inc.
-1.06%
-$2,059.06 
EMR Emerson Electric Co.
-1.04%
-$2,459.43 
UBER Uber Technologies, Inc.
-1.04%
-$3,287.08 
VWO Vanguard FTSE Emerging Markets ETF
-1.04%
-$3,559.35 
VB Vanguard Small-Cap ETF
-0.95%
-$5,793.06 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.94%
-$4,583.12 
UTHR United Therapeutics Corporation
-0.91%
-$2,996.68 
SECT Main Sector Rotation ETF
-0.89%
-$18,844.8 
QCOM QUALCOMM Incorporated
-0.86%
-$5,149.73 
VMI Valmont Industries, Inc.
-0.84%
-$1,709.29 
MGC Vanguard Mega Cap ETF
-0.83%
-$64,255.62 
XLG Invesco S&P 500 Top 50 ETF
-0.83%
-$6,092.88 
FDX FedEx Corporation
-0.82%
-$16,497.34 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.81%
-$18,937.51 
RDDT Reddit Inc Class A
-0.81%
-$1,683.35 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.8%
-$116,855.2 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.76%
-$2,728.57 
MDT Medtronic plc
-0.76%
-$2,404.1 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.74%
-$1,756.27 
SPY SPDR S&P 500 ETF Trust
-0.73%
-$57,176.08 
IVV iShares Core S&P 500 ETF
-0.72%
-$7,815.1 
FFLC Fidelity Large Cap Core Fund
-0.71%
-$2,550.66 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.7%
-$1,517.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.69%
-$2,880.36 
ENS EnerSys
-0.69%
-$19,069.91 
SPHQ Invesco S&P 500 Quality ETF
-0.67%
-$5,193.27 
HUBB Hubbell Inc.
-0.65%
-$1,805.87 
GILD Gilead Sciences Inc.
-0.65%
-$2,386.26 
CGUS Capital Group Core Equity ETF
-0.64%
-$5,035.3 
VOO Vanguard S&P 500 ETF
-0.64%
-$134,762.67 
COPX Global X Copper Miners ETF
-0.59%
-$1,596 
ALSN Allison Transmission Holdings Inc.
-0.59%
-$10,902.54 
IBM International Business Machines Corporation
-0.58%
-$1,875.44 
QUAL iShares MSCI USA Quality Factor ETF
-0.58%
-$7,639.92 
WWD Woodward Inc.
-0.58%
-$17,765.67 
PCN PIMCO Corporate & Income Strategy Fund
-0.56%
-$718.68 
CSL Carlisle Companies Inc.
-0.54%
-$1,533.59 
CGDV Capital Group Dividend Value ETF
-0.54%
-$5,854.91 
GS The Goldman Sachs Group, Inc.
-0.53%
-$20,755.33 
SEIC SEI Investments Company
-0.51%
-$1,825.74 
KWEB KraneShares CSI China Internet ETF
-0.51%
-$2,218.62 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.5%
-$4,382.56 
BKNG Booking Holdings Inc.
-0.48%
-$1,222.92 
UNP Union Pacific Corporation
-0.47%
-$2,467.02 
SLV iShares Silver Trust
-0.46%
-$7,998.72 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.41%
-$1,450.88 
VO Vanguard Mid-Cap ETF
-0.41%
-$4,747.38 
NVDA NVIDIA Corporation
-0.39%
-$58,980.65 
IAUM iShares Gold Trust Micro
-0.39%
-$1,097.28 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.37%
-$1,037.82 
AME Ametek Inc.
-0.37%
-$2,302.3 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.36%
-$3,608.57 
GLDM SPDR Gold MiniShares Trust
-0.35%
-$3,446.39 
GLD SPDR Gold Shares
-0.35%
-$9,408.14 
RSP Invesco S&P 500 Equal Weight ETF
-0.35%
-$1,554.75 
BLV Vanguard Long-Term Bond ETF
-0.33%
-$611.94 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
-0.32%
-$1,082.47 
WSM Williams-Sonoma, Inc.
-0.3%
-$1,400.71 
IAU iShares Gold Trust
-0.3%
-$6,063.7 
MS Morgan Stanley
-0.29%
-$1,395.84 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.29%
-$2,552.66 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.28%
-$582.15 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$841.72 
CGCB Capital Group Core Bond ETF
-0.26%
-$746.85 
IDMO Invesco S&P International Developed Momentum ETF
-0.23%
-$908.14 
RDVY First Trust Rising Dividend Achievers ETF
-0.23%
-$1,041.3 
RBC RBC Bearings Incorporated
-0.22%
-$6,947.6 
FBND Fidelity Total Bond ETF
-0.22%
-$567.82 
XLV Health Care Select Sector SPDR Fund
-0.2%
-$1,920.8 
VST Vistra Corp
-0.2%
-$4,427.4 
CGCP Capital Group Core Plus Income ETF
-0.19%
-$578.52 
BND Vanguard Total Bond Market Index Fund
-0.18%
-$1,561.12 
CGIC Capital Group International Core Equity ETF
-0.17%
-$1,009.62 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$804.8 
ELV Elevance Health, Inc.
-0.17%
-$457.23 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.17%
-$1,436.85 
EZM WisdomTree U.S. MidCap Fund
-0.16%
-$339 
MUB iShares National Muni Bond ETF
-0.16%
-$736.39 
XAR SPDR S&P Aerospace & Defense ETF
-0.15%
-$872.34 
DCI Donaldson Company, Inc.
-0.15%
-$369.33 
ANF Abercrombie & Fitch Co.
-0.14%
-$759 
JCPB JPMorgan Core Plus Bond ETF
-0.14%
-$529.6 
WELL Welltower Inc.
-0.14%
-$2,352.96 
CAH Cardinal Health Inc.
-0.13%
-$6,971.23 
AHR American Healthcare REIT, Inc.
-0.13%
-$2,313.22 
CGIE Capital Group International Equity ETF
-0.12%
-$304.29 
JAJL Innovator EDP ETF - 6M January/July
-0.12%
-$252.72 
CGMU Capital Group Municipal Income ETF
-0.11%
-$359.79 
MA Mastercard Incorporated
-0.1%
-$1,054.36 
FBCV Fidelity Blue Chip Value ETF
-0.08%
-$609.63 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.08%
-$156.4 
CALM Cal-Maine Foods Inc.
-0.06%
-$178 
CGSD Capital Group Short Duration Income ETF
-0.06%
-$145.84 
BMY Bristol-Myers Squibb Company
-0.05%
-$108.51 
JEPI JPMorgan Equity Premium Income Fund
-0.04%
-$310.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$157.56 
CAT Caterpillar Inc.
-0.02%
-$1,262.87 
VIG Vanguard Dividend Appreciation ETF
-0.02%
-$72.2 
BINC iShares Flexible Income Active ETF
-0.01%
-$24.23 
FDVV Fidelity High Dividend ETF
-0.01%
-$116.03 
VOOV Vanguard S&P 500 Value ETF
0%
-$16.02 
XLI Industrial Select Sector SPDR Fund
0%
-$29.45 Events
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Dividends
Dividend Analysis
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| Trades 2333 | Longs Won 1410/2333 60% | Profit Factor 2.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $294,469.28 |
| Average Win $103,295.72 | Best Trade (Oct 15) $4.66M | Sharpe Ratio -12.75 |
| Average Loss -$62,716.05 | Worst Trade (Oct 16) -$3.52M | Z-Score 2.24 (97.52%) |
| Commissions $0 | Avg. Trade Length 10m 3d | Expectancy $37,616.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 13,105 | $1.94M | $1.02M | - | -$921,478.28 | -47.46% | -7.029% |
| AAPL Apple Inc. | 26,974 | $6.18M | $9.29M | - | $3.11M | 50.25% | +0.724% |
| ABBV AbbVie Inc. | 2,760 | $540,030.34 | $786,586.2 | - | $246,555.86 | 45.66% | +0.563% |
| ABT Abbott Laboratories | 3,998 | $466,911.68 | $419,030.38 | - | -$47,881.3 | -10.25% | +0.124% |
| ACGL Arch Capital Group Ltd | 2,281 | $221,379 | $228,750.08 | - | $7,371.08 | 3.33% | +0.982% |
| ACN Accenture plc Class A | 2,370 | $643,360.52 | $536,840.55 | - | -$106,519.97 | -16.56% | +0.709% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 4,757 | $323,653.03 | $353,611.59 | - | $29,958.56 | 9.26% | -0.409% |
| ADBE Adobe Inc. | 1,387 | $638,238.29 | $340,882.99 | - | -$297,355.3 | -46.59% | -2.344% |
| ADP Automatic Data Processing Inc. | 1,628 | $493,730.47 | $466,015 | - | -$27,715.47 | -5.61% | +0.21% |
| AEIS Advanced Energy Industries Inc. | 10,037 | $3.74M | $2.42M | - | -$1.32M | -35.23% | -4.193% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,030 | $498,016.82 | $479,107.5 | - | -$18,909.32 | -3.8% | -0.168% |
| AGX Argan Inc. | 569 | $310,626.37 | $201,750.33 | - | -$108,876.04 | -35.05% | -3.429% |
| AHR American Healthcare REIT, Inc. | 33,046 | $1.53M | $1.75M | - | $224,291.55 | 14.71% | -0.132% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,346 | $219,531 | $208,890.78 | - | -$10,640.22 | -4.85% | -2.59% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 444 | $214,460 | $128,453.64 | - | -$86,006.36 | -40.1% | -4.196% |
| ALSN Allison Transmission Holdings Inc. | 16,519 | $1.87M | $1.85M | - | -$26,038.21 | -1.39% | -0.586% |
| AMAT Applied Materials, Inc. | 12,484 | $6.71M | $5.21M | - | -$1.5M | -22.35% | -3.002% |
| AMD Advanced Micro Devices, Inc. | 12,091 | $2.33M | $6.55M | - | $4.22M | 181.08% | -3.604% |
| AME Ametek Inc. | 2,530 | $452,925.98 | $626,453.3 | - | $173,527.32 | 38.31% | -0.366% |
| AMGN Amgen Inc. | 600 | $211,506.4 | $260,880 | - | $49,373.6 | 23.34% | +0.177% |
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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 - $2.71M, Micron Technology, Inc - $2.11M, Ies Holdings Inc - $1.66M, Vanguard Mega Cap ETF - $1.62M, 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 $8.74M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $376,748.32, Vanguard Value ETF - $338,707.53, JPMorgan Betabuilders U.S. Equity Fund - $330,906.7, JPMorgan Nasdaq Equity Premium Income ETF - $305,076.94, and Schwab U.S. Large-Cap Value ETF - $259,212.75. 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.
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