CPR
Consolidated Portfolio Review Corp Portfolio
Invests via Consolidated Portfolio Review Corp | Managed by Consolidated Portfolio Review Corp
Invests via Consolidated Portfolio Review Corp
Managed by Consolidated Portfolio Review Corp
Automatically Tracked
Company Profile
With a focus on delivering robust analysis and insights, Consolidated Portfolio Review Corp specializes in performance evaluation and investment strategies. Operating within the financial analytics space, it offers tools that enhance decision-making for asset managers and institutional investors alike. By providing comprehensive reporting solutions, the firm plays a pivotal role in streamlining portfolio management processes across various asset classes. Its innovative approach positions it as a trusted partner in an increasingly competitive market, helping clients navigate complexities while optimizing their investment outcomes.
With a focus on delivering robust analysis and insights, Consolidated Portfolio Review Corp specializes in performance evaluation and investment strategies. Operating within the financial analytics space, it offers tools that enhance decision-making for asset managers and institutional investors alike. By providing comprehensive reporting solutions, the firm plays a pivotal role in streamlining portfolio management processes across various asset classes. Its innovative approach positions it as a trusted partner in an increasingly competitive market, helping clients navigate complexities while optimizing their investment outcomes.
Investment Philosophy & Strategy
Capitalizing on advanced analytical methodologies, Consolidated Portfolio Review Corp emphasizes an innovative framework for financial evaluation. By harnessing technology and in-depth market insights, the firm strategically empowers institutional clients to optimize portfolio outcomes through precise performance metrics. Its operational focus is anchored in fostering adaptive solutions that cater to a dynamic investment landscape, while cultivating long-term partnerships based on trust and efficacy. This approach underscores the company's commitment to delivering tailored strategies that meet diverse client needs within complex asset classes.
Capitalizing on advanced analytical methodologies, Consolidated Portfolio Review Corp emphasizes an innovative framework for financial evaluation. By harnessing technology and in-depth market insights, the firm strategically empowers institutional clients to optimize portfolio outcomes through precise performance metrics. Its operational focus is anchored in fostering adaptive solutions that cater to a dynamic investment landscape, while cultivating long-term partnerships based on trust and efficacy. This approach underscores the company's commitment to delivering tailored strategies that meet diverse client needs within complex asset classes.
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:
26.95%
Gain +0.01%
Monthly
0.72%
Yearly
8.96%
Drawdown
16.54%
$1.22B
Equity
Holdings
$1.22B
Investment
$1.14B
$216.14M
Profit +$117,016.9
Realized
$133.95M
Unrealized
$82.19M
Dividends
$36.42M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$117,016.9
Win %
84%
This Week
Compared To Last Week
Gain
0.01%
Profit
$117,016.9
Win %
84%
This Month
Compared to last month
Gain
-2.92%
Profit
-$36.88M
Win %
84%
This Year
Compared to last year
Gain
2.24%
Profit
$30.25M
Win %
83%
AESI Atlas Energy Solutions Inc.
+3.04%
+$313,972.5 
JPM JPMorgan Chase & Co.
+2.31%
+$155,445.21 
TSLA Tesla, Inc.
+1.82%
+$72,144.8 
SMH VanEck Semiconductor ETF
+1.73%
+$255,025.39 
ROIV Roivant Sciences Ltd
+1.04%
+$85,724.58 
VO Vanguard Mid-Cap ETF
+0.97%
+$346,202.97 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$292,212.98 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$33,945 
VNQ Vanguard Real Estate ETF
+0.92%
+$46,966.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$143,802.64 
IWM iShares Russell 2000 ETF
+0.87%
+$48,671.67 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$23,404.6 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$485,541.9 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$544,999.99 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$32,778.72 
IVV iShares Core S&P 500 ETF
+0.55%
+$552,009.82 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$2.64M 
GOOGL Alphabet Inc
+0.53%
+$81,709.8 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$2,393.45 
GOOG Alphabet Inc
+0.45%
+$101,024 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$2,472.14 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$13,809.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$201,458.4 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$35,864.46 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$50,062.02 
MSFT Microsoft Corp.
+0.1%
+$5,539.86 
GLD SPDR Gold Shares
+0.06%
+$15,669.5 
BITB Bitwise Bitcoin ETF
+0.03%
+$3,363.25 
Events
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Dividends
Dividend Analysis
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| Trades 3592 | Longs Won 2464/3592 68% | Profit Factor 3.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $969,940.84 |
| Average Win $118,632.35 | Best Trade (Jun 14) $39.58M | Sharpe Ratio -7.65 |
| Average Loss -$67,530.2 | Worst Trade (Jun 14) -$29.05M | Z-Score -21.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 6d | Expectancy $60,171.5 |
| 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 | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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