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:
76.65%
Gain +1.75%
Monthly
1.47%
Yearly
19.09%
Drawdown
17.54%
$290.19M
Equity
Holdings
$290.19M
Investment
$234.1M
$70.62M
Profit +$2.82M
Realized
$14.52M
Unrealized
$56.1M
Dividends
$12.16M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.75%
Profit
$2.82M
Win %
67%
This Week
Compared To Last Week
Gain
0.98%
Profit
$2.82M
Win %
67%
This Month
Compared to last month
Gain
1.95%
Profit
$5.55M
Win %
67%
This Year
Compared to last year
Gain
-0.17%
Profit
-$484,676.55
Win %
69%
DUK Duke Energy Corporation
+1.65%
+$7,420 
CVX Chevron Corporation
+0.9%
+$3,134.25 
META Meta Platforms Inc Class A
+0.71%
+$4,027.82 
TSLA Tesla, Inc.
+0.58%
+$2,642.17 
IALT iShares Systematic Alternatives Active ETF
+0.24%
+$3,583.93 
INTC Intel Corporation
+0.2%
+$304.76 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
+0.1%
+$4,310.6 
BNDX Vanguard Total International Bond ETF
+0.06%
+$1,377.39 
SCNM Sterling Capital National Municipal Bond ETF
+0.04%
+$203.16 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.04%
+$1,283.07 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.02%
+$52.94 
GSID Goldman Sachs MarketBeta International Fund
0%
+$6.17 
USXF iShares ESG Aware MSCI USA ETF
0%
+$3.36 
ABBV AbbVie Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.02 
CAT Caterpillar Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
GE General Electric Company
0%
-$0.04 
GGG Graco Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.02 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.01 
MSFT Microsoft Corp.
0%
+$0.01 
MU Micron Technology, Inc.
0%
$0 
NABL N-able Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
PAXS PIMCO Access Income Fund
0%
$0 
PG Procter & Gamble Co
0%
$0 
SO The Southern Company
0%
$0 
TXN Texas Instruments Inc
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.06 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BLV Vanguard Long-Term Bond ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
+$0.03 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
0%
+$0.73 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
-$0.05 
EUSB iShares ESG Advanced Total USD Bond Market ETF
0%
$0 
FUTY Fidelity MSCI Utilities Index ETF
0%
$0 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GSIE Goldman Sachs ActiveBeta International Equity ETF
0%
$0 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
0%
$0 
GSUS Goldman Sachs MarketBeta U.S.
0%
$0 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
-$0.21 
GTIP Goldman Sachs Access Inflation-Protected Securities Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.17 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IWX iShares Russell Top 200 Value ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
-$0.02 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
+$0.01 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
0%
-$5.38 
MBB iShares MBS ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.05 
MUB iShares National Muni Bond ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SFLR Innovator Equity Managed Floor ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
+$0.02 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
0%
$0 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
-$0.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
-$0.26 
VB Vanguard Small-Cap ETF
0%
+$0.08 
VOO Vanguard S&P 500 ETF
0%
-$0.31 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
+$0.02 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VTV Vanguard Value ETF
0%
-$0.14 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
GEV GE Vernova Inc.
0%
+$0.02 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
AGEM Abrdn Emerging Market Dividend Allocator ETF
0%
+$3.16 
SNDK SanDisk Corporation
0%
$0 
SCEC Sterling Capital Enhanced Cash ETF
0%
$0 
LMUB iShares Long-Term National Muni Bond ETF
0%
$0 
IDEF iShares U.S. Defense & Aerospace Index ETF
0%
$0 
SYSB iShares Systematic Bond ETF
0%
-$0.01 
BRK-B Berkshire Hathaway Inc.
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$39,582.17 
AMZN Amazon.com Inc
-2.09%
-$29,268.76 
AAPL Apple Inc.
-1.09%
-$51,365.55 
THRO iShares U.S. Thematic Rotation Active ETF
-0.56%
-$7,887.25 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.1%
-$3,156.59 
WDC Western Digital Corporation
-0.09%
-$2,766.27 
CIEN Ciena Corporation
-0.04%
-$119.01 
NVDA NVIDIA Corporation
-0.02%
-$750.75 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.02%
-$90.78 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
0%
-$11.03 
GGUS Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
0%
-$10.06 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1173 | Longs Won 835/1173 71% | Profit Factor 34.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $193,956.11 |
| Average Win $87,095.01 | Best Trade (Aug 13) $1.95M | Sharpe Ratio -14.84 |
| Average Loss -$6,233.79 | Worst Trade (Aug 12) -$114,998.61 | Z-Score 9.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 4d | Expectancy $60,202.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,333 | $3.12M | $4.68M | - | $1.55M | 49.79% | -1.087% |
| ABBV AbbVie Inc. | 3,021 | $647,957.19 | $749,117.37 | - | $101,160.18 | 15.61% | 0.0 |
| AGEM Abrdn Emerging Market Dividend Allocator ETF | 31,639 | $1.21M | $1.52M | - | $303,167.38 | 24.96% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 119,048 | $11.68M | $11.58M | - | -$106,691.99 | -0.91% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 1,180 | $260,043.88 | $554,080.8 | - | $294,036.92 | 113.07% | 0.0 |
| AMZN Amazon.com Inc | 5,029 | $821,395.36 | $1.37M | - | $547,850.47 | 66.7% | -2.093% |
| AVGO Broadcom Inc. | 2,053 | $448,643.47 | $867,187.2 | - | $418,543.73 | 93.29% | 0.0 |
| BAI iShares A.I. Innovation and Tech Active ETF | 42,949 | $1.45M | $1.9M | - | $446,262.35 | 30.71% | 0.0 |
| BINC iShares Flexible Income Active ETF | 13,197 | $695,154.63 | $685,980.06 | - | -$9,174.57 | -1.32% | 0.0 |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 13,032 | $996,606.09 | $982,612.8 | - | -$13,993.29 | -1.4% | 0.0 |
| BLCR iShares Large Cap Core ACT ETF | 35,252 | $1.48M | $1.77M | - | $291,857.38 | 19.77% | 0.0 |
| BLV Vanguard Long-Term Bond ETF | 13,910 | $987,640.26 | $915,556.2 | - | -$72,084.06 | -7.3% | 0.0 |
| BNDX Vanguard Total International Bond ETF | 45,913 | $2.25M | $2.2M | - | -$55,737.35 | -2.48% | +0.063% |
| BRK-B Berkshire Hathaway Inc. | 610 | $282,421.5 | $322,946.2 | - | $40,524.7 | 14.35% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 26,777 | $2.08M | $2.07M | - | -$9,036.81 | -0.43% | 0.0 |
| CAT Caterpillar Inc. | 246 | $262,215 | $206,044.68 | - | -$56,170.32 | -21.42% | 0.0 |
| CIEN Ciena Corporation | 700 | $271,761 | $271,271 | - | -$490 | -0.18% | -0.044% |
| CORO Ishares International Country Rotational Active ETF | 42,893 | $1.57M | $1.57M | - | $2,573.38 | 0.16% | 0.0 |
| COST Costco Wholesale Corporation | 527 | $422,814.48 | $502,099.25 | - | $79,284.77 | 18.75% | 0.0 |
| CSCO Cisco Systems, Inc. | 3,773 | $207,136.77 | $462,456.61 | - | $255,319.84 | 123.26% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $3.02M, iShares Core MSCI Emerging Markets ETF - $1.28M, NVIDIA Corporation - $1.27M, iShares Core U.S. Aggregate Bond ETF - $1.26M, and iShares Gold Trust - $1.25M. 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 $12.16M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $1.27M, iShares Core Universal USD Bond ETF - $541,870.75, iShares iBoxx $ High Yield Corporate Bond ETF - $526,632.48, iShares J.P. Morgan USD Emerging Markets Bond ETF - $484,607.89, and Schwab U.S. TIPS ETF - $476,299.14. 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.
