AS
Alex Sutherland Portfolio
Invests via LifePlan Investment Advisors Inc. | Managed by Alex Sutherland, Ken Sutherland
Invests via LifePlan Investment Advisors Inc.
Managed by Alex Sutherland, Ken Sutherland
Automatically Tracked
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:
74.09%
Gain +0.11%
Monthly
1.31%
Yearly
16.93%
Drawdown
17.54%
$284.7M
Equity
Holdings
$284.7M
Investment
$234.1M
$65.12M
Profit +$63,790.57
Realized
$14.52M
Unrealized
$50.6M
Dividends
$12.92M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$63,790.57
Win %
62%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$2.19M
Win %
62%
This Month
Compared to last month
Gain
0.18%
Profit
$506,915.76
Win %
62%
This Year
Compared to last year
Gain
-2.06%
Profit
-$5.98M
Win %
65%
JPM JPMorgan Chase & Co.
+2.1%
+$25,591.5 
GEV GE Vernova Inc.
+2.03%
+$18,206.9 
GS The Goldman Sachs Group, Inc.
+1.94%
+$4,312.67 
GE General Electric Company
+1.81%
+$24,311.95 
TSLA Tesla, Inc.
+1.73%
+$8,597.32 
JNJ Johnson & Johnson
+1.13%
+$9,815.4 
CVX Chevron Corporation
+1.12%
+$4,405.84 
WMT Walmart Inc.
+1.06%
+$5,370 
BRK-B Berkshire Hathaway Inc.
+1.05%
+$3,373.31 
IBM International Business Machines Corporation
+1.05%
+$14,810.25 
EFV iShares MSCI EAFE Value ETF
+1%
+$16,596.32 
PG Procter & Gamble Co
+0.98%
+$2,202.2 
GGG Graco Inc.
+0.97%
+$2,464.8 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.92%
+$14,041.68 
NEE NextEra Energy, Inc.
+0.89%
+$8,378.3 
DAL Delta Air Lines, Inc.
+0.88%
+$1,970.63 
HD The Home Depot, Inc.
+0.86%
+$2,478.97 
CAT Caterpillar Inc.
+0.85%
+$1,542.42 
SO The Southern Company
+0.85%
+$2,010.96 
DUK Duke Energy Corporation
+0.82%
+$3,635.8 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.82%
+$11,706.25 
TXN Texas Instruments Inc
+0.82%
+$15,146.04 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.8%
+$49,387.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.8%
+$75,330.71 
VOE Vanguard Mid-Cap Value ETF
+0.77%
+$39,013.11 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.76%
+$29,646.05 
SCHF Schwab International Equity ETF
+0.74%
+$36,499.8 
EFG iShares MSCI EAFE Growth ETF
+0.72%
+$18,004.96 
COST Costco Wholesale Corporation
+0.65%
+$3,330.63 
IWS iShares Russell Mid-Cap Value ETF
+0.64%
+$2,157.1 
FUTY Fidelity MSCI Utilities Index ETF
+0.62%
+$19,822.96 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.62%
+$1,906.84 
VTV Vanguard Value ETF
+0.62%
+$49,725.54 
SCHV Schwab U.S. Large-Cap Value ETF
+0.61%
+$27,104.49 
IVE ISHARES S&P 500 VALUE ETF
+0.59%
+$23,509.07 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.59%
+$17,894.5 
LLY Eli Lilly and Company
+0.58%
+$2,922.08 
XOM Exxon Mobil Corporation
+0.56%
+$5,508.64 
SCHH Schwab U.S. REIT ETF
+0.54%
+$17,912.28 
AAPL Apple Inc.
+0.5%
+$26,066.1 
IWX iShares Russell Top 200 Value ETF
+0.48%
+$1,577.88 
CORO Ishares International Country Rotational Active ETF
+0.43%
+$6,648.41 
MA Mastercard Incorporated
+0.3%
+$908.82 
EVUS iShares ESG Aware MSCI USA Value ETF
+0.29%
+$1,086.03 
LMUB iShares Long-Term National Muni Bond ETF
+0.21%
+$1,678.7 
VB Vanguard Small-Cap ETF
+0.2%
+$4,338.27 
PAXS PIMCO Access Income Fund
+0.19%
+$250 
ABBV AbbVie Inc.
+0.14%
+$1,238.64 
IWP iShares Russell Mid-Cap Growth ETF
+0.13%
+$549.31 
QUAL iShares MSCI USA Quality Factor ETF
+0.1%
+$827.53 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.09%
+$408.51 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
+0.09%
+$712.35 
STIP iShares 0-5 Year TIPS Bond ETF
+0.08%
+$265.68 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.07%
+$2,232.93 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.07%
+$739.64 
BINC iShares Flexible Income Active ETF
+0.06%
+$395.91 
SCHP Schwab U.S. TIPS ETF
+0.06%
+$2,948.79 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$1,071.08 
SFLR Innovator Equity Managed Floor ETF
+0.05%
+$320.02 
ESGU iShares ESG Aware MSCI USA ETF
+0.04%
+$357.37 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
+0.04%
+$1,616.47 
SHV iShares Short Treasury Bond ETF
+0.04%
+$146.08 
VOO Vanguard S&P 500 ETF
+0.03%
+$3,089.95 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$80.88 
DSI iShares MSCI KLD 400 Social ETF
+0.01%
+$110.7 
THRO iShares U.S. Thematic Rotation Active ETF
+0.01%
+$157.75 
GLD SPDR Gold Shares
+0.01%
+$11.75 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
+$0.12 
GSID Goldman Sachs MarketBeta International Fund
0%
$0 
GTIP Goldman Sachs Access Inflation-Protected Securities Fund
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
SCNM Sterling Capital National Municipal Bond ETF
0%
$0 
WDC Western Digital Corporation
-4.29%
-$103,229.17 
MU Micron Technology, Inc.
-3.01%
-$9,154.36 
SNDK SanDisk Corporation
-2.98%
-$76,668.84 
AMD Advanced Micro Devices, Inc.
-2.63%
-$17,422.68 
CIEN Ciena Corporation
-2.26%
-$5,641.99 
BAI iShares A.I. Innovation and Tech Active ETF
-1.99%
-$36,936.14 
NABL N-able Inc.
-1.96%
-$1,214.28 
INTC Intel Corporation
-1.72%
-$2,630.56 
AVGO Broadcom Inc.
-1.6%
-$11,301.74 
CSCO Cisco Systems, Inc.
-1.27%
-$5,282.2 
LRCX Lam Research Corporation
-1.19%
-$2,980.73 
MTUM iShares MSCI USA Momentum Factor ETF
-1.11%
-$18,304.45 
ESGE iShares ESG Aware MSCI EM ETF
-0.78%
-$2,918.84 
AGEM Abrdn Emerging Market Dividend Allocator ETF
-0.77%
-$11,231.84 
META Meta Platforms Inc Class A
-0.69%
-$4,900.46 
SCHE Schwab Emerging Markets Equity ETF
-0.66%
-$41,537.76 
IEMG iShares Core MSCI Emerging Markets ETF
-0.66%
-$26,700.48 
GGUS Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
-0.64%
-$8,750.46 
GOOGL Alphabet Inc
-0.64%
-$6,462.4 
QQQ Invesco QQQ Trust, Series 1
-0.63%
-$1,644.22 
GOOG Alphabet Inc
-0.57%
-$2,381.85 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.53%
-$22,261.54 
IWY iShares Russell Top 200 Growth ETF
-0.5%
-$2,630.92 
VWO Vanguard FTSE Emerging Markets ETF
-0.49%
-$16,646 
USXF iShares ESG Aware MSCI USA ETF
-0.49%
-$2,753.48 
AMZN Amazon.com Inc
-0.48%
-$6,185.62 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-0.44%
-$5,926.9 
VUG Vanguard Growth ETF
-0.43%
-$47,745.36 
MSFT Microsoft Corp.
-0.4%
-$7,736.48 
NVDA NVIDIA Corporation
-0.38%
-$12,462.45 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.31%
-$14,824.04 
VOT Vanguard Mid-Cap Growth ETF
-0.27%
-$11,540.28 
VBK Vanguard Small-Cap Growth ETF
-0.26%
-$12,594.82 
BLCR iShares Large Cap Core ACT ETF
-0.25%
-$4,406.5 
SYSB iShares Systematic Bond ETF
-0.22%
-$1,116.82 
BLV Vanguard Long-Term Bond ETF
-0.2%
-$1,808.3 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.14%
-$277.68 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.14%
-$807.35 
BNDX Vanguard Total International Bond ETF
-0.14%
-$2,984.34 
MUB iShares National Muni Bond ETF
-0.13%
-$2,838.78 
MBB iShares MBS ETF
-0.11%
-$2,790.97 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$977.4 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.1%
-$4,757.48 
GSUS Goldman Sachs MarketBeta U.S.
-0.09%
-$9,022.91 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.09%
-$2,817.28 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.08%
-$2,779.99 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.08%
-$811.97 
TLH iShares 10-20 Year Treasury Bond ETF
-0.07%
-$1,180.57 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.07%
-$509.67 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$551.3 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.05%
-$132.35 
IVV iShares Core S&P 500 ETF
-0.04%
-$6,090.53 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$3,516.06 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$3,571.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.03%
-$1,384.71 
SCEC Sterling Capital Enhanced Cash ETF
-0.02%
-$37.48 
IALT iShares Systematic Alternatives Active ETF
-0.02%
-$256 
IAU iShares Gold Trust
-0.01%
-$509.98 Events
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Dividends
Dividend Analysis
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| Trades 1173 | Longs Won 797/1173 67% | Profit Factor 18.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $181,216.1 |
| Average Win $86,442.54 | Best Trade (Oct 14) $1.82M | Sharpe Ratio -14.84 |
| Average Loss -$10,035.22 | Worst Trade (Oct 14) -$274,034.54 | Z-Score 6.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 4d | Expectancy $55,517.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,333 | $3.12M | $5.27M | - | $2.15M | 68.84% | +0.497% |
| ABBV AbbVie Inc. | 3,021 | $647,957.19 | $857,390.01 | - | $209,432.82 | 32.32% | +0.145% |
| AGEM Abrdn Emerging Market Dividend Allocator ETF | 31,639 | $1.21M | $1.45M | - | $240,139.32 | 19.77% | -0.766% |
| AGG iShares Core U.S. Aggregate Bond ETF | 119,048 | $11.68M | $11.35M | - | -$328,121.27 | -2.81% | -0.031% |
| AMD Advanced Micro Devices, Inc. | 1,180 | $260,043.88 | $646,008.7 | - | $385,964.82 | 148.42% | -2.626% |
| AMZN Amazon.com Inc | 5,029 | $821,395.36 | $1.28M | - | $453,607.01 | 55.22% | -0.483% |
| AVGO Broadcom Inc. | 2,053 | $448,643.47 | $695,607.72 | - | $246,964.25 | 55.05% | -1.599% |
| BAI iShares A.I. Innovation and Tech Active ETF | 42,949 | $1.45M | $1.82M | - | $371,101.6 | 25.54% | -1.985% |
| BINC iShares Flexible Income Active ETF | 13,197 | $695,154.63 | $669,351.84 | - | -$25,802.79 | -3.71% | +0.059% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 13,032 | $996,606.09 | $957,395.88 | - | -$39,210.21 | -3.93% | -0.102% |
| BLCR iShares Large Cap Core ACT ETF | 35,252 | $1.48M | $1.74M | - | $266,652.2 | 18.06% | -0.252% |
| BLV Vanguard Long-Term Bond ETF | 13,910 | $987,640.26 | $890,935.5 | - | -$96,704.76 | -9.79% | -0.203% |
| BNDX Vanguard Total International Bond ETF | 45,913 | $2.25M | $2.16M | - | -$86,728.63 | -3.85% | -0.138% |
| BRK-B Berkshire Hathaway Inc. | 610 | $282,421.5 | $324,038.11 | - | $41,616.61 | 14.74% | +1.052% |
| BSV Vanguard Short-Term Bond ETF | 26,777 | $2.08M | $2.05M | - | -$32,065.03 | -1.54% | +0.052% |
| CAT Caterpillar Inc. | 246 | $262,215 | $182,509.86 | - | -$79,705.14 | -30.4% | +0.852% |
| CIEN Ciena Corporation | 700 | $271,761 | $243,922 | - | -$27,839 | -10.24% | -2.261% |
| CORO Ishares International Country Rotational Active ETF | 42,893 | $1.57M | $1.54M | - | -$32,384.42 | -2.06% | +0.434% |
| COST Costco Wholesale Corporation | 527 | $422,814.48 | $518,741.91 | - | $95,927.43 | 22.69% | +0.646% |
| CSCO Cisco Systems, Inc. | 3,773 | $207,136.77 | $409,181.85 | - | $202,045.08 | 97.54% | -1.274% |
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FAQ
Which stocks have generated the highest profits for Alex Sutherland?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $3.05M, iShares Core U.S. Aggregate Bond ETF - $1.3M, iShares Core MSCI Emerging Markets ETF - $1.28M, NVIDIA Corporation - $1.27M, and iShares Core S&P 500 ETF - $1.27M. 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: Palantir Technologies Inc - $42,198.38, Hartford Total Return Bond ETF - $39,694.05, Lockheed Martin Corporation - $33,171.48, UnitedHealth Group Incorporated - $28,178.43, and Netflix, Inc - $24,256.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alex Sutherland's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.92M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $1.31M, iShares Core Universal USD Bond ETF - $571,402.14, iShares iBoxx $ High Yield Corporate Bond ETF - $545,238.28, Schwab U.S. TIPS ETF - $502,504.06, and iShares J.P. Morgan USD Emerging Markets Bond ETF - $499,176.04. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alex Sutherland's monthly returns?
Alex Sutherland'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 Alex Sutherland's strategy be considered aggressive or moderate?
Alex Sutherland'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 Alex Sutherland's strategy?
Alex Sutherland'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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