Denise Reinert Portfolio
Invests via CGC Financial Services, LLC | Managed by Denise Reinert
Invests via CGC Financial Services, LLC
Managed by Denise Reinert
Automatically Tracked
Denise Reinert Profile
Veteran investor and executive with broad experience in corporate finance, strategic partnerships and operational leadership. Denise Reinert brings a market-focused approach to sourcing growth-stage and turnaround opportunities across technology, healthcare and services. She has led capital raises, portfolio governance and operational transformations while working with private equity and venture-backed companies. Background combines senior roles in corporate development and operating teams with an education oriented to finance and management. Typical focus: growth equity, cross-border expansion and board-level oversight.
Veteran investor and executive with broad experience in corporate finance, strategic partnerships and operational leadership. Denise Reinert brings a market-focused approach to sourcing growth-stage and turnaround opportunities across technology, healthcare and services. She has led capital raises, portfolio governance and operational transformations while working with private equity and venture-backed companies. Background combines senior roles in corporate development and operating teams with an education oriented to finance and management. Typical focus: growth equity, cross-border expansion and board-level oversight.
Investment Philosophy & Strategy
Adopts a market-driven growth equity and turnaround orientation, prioritizing scalable technology, healthcare and services franchises with clear paths to operational improvement. Prefers minority-to-control investments where capital and board guidance accelerate cross‑border expansion, revenue scaling and margin restoration. Underwrites deals with fundamental diligence, conservative leverage and milestone-based capital deployment, emphasizing hands-on portfolio governance, operational playbooks and 3–7 year value-creation horizons to de-risk exits.
Adopts a market-driven growth equity and turnaround orientation, prioritizing scalable technology, healthcare and services franchises with clear paths to operational improvement. Prefers minority-to-control investments where capital and board guidance accelerate cross‑border expansion, revenue scaling and margin restoration. Underwrites deals with fundamental diligence, conservative leverage and milestone-based capital deployment, emphasizing hands-on portfolio governance, operational playbooks and 3–7 year value-creation horizons to de-risk exits.
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:
48.93%
Gain -0.42%
Monthly
1.1%
Yearly
13.98%
Drawdown
19.41%
$451.29M
Equity
Holdings
$451.29M
Investment
$387.79M
$89.25M
Profit -$1.42M
Realized
$25.75M
Unrealized
$63.5M
Dividends
$16.6M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$1.42M
Win %
73%
This Week
Compared To Last Week
Gain
0.19%
Profit
$859,089.56
Win %
73%
This Month
Compared to last month
Gain
-0.31%
Profit
-$1.42M
Win %
73%
This Year
Compared to last year
Gain
1.5%
Profit
$6.68M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$12,736.24 
BETR Better Home & Finance Holding Company Ordinary Shares - Class A
+10.43%
+$337.44 
GOOG Alphabet Inc
+6.88%
+$15,229.11 
GOOGL Alphabet Inc
+6.73%
+$16,403.1 
WY Weyerhaeuser Company
+6.51%
+$1,728.9 
NVT nVent Electric plc
+6.24%
+$207.69 
OBE Obsidian Energy Ltd.
+5.62%
+$171 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$148.25 
META Meta Platforms Inc Class A
+3.28%
+$2,404.48 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$595.94 
MSFT Microsoft Corp.
+3.02%
+$25,891.6 
NVDA NVIDIA Corporation
+2.93%
+$7,896.94 
LDOS Leidos Holdings Inc.
+2.84%
+$102.08 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$255.2 
BARK Bark Inc.
+2.6%
+$20.01 
FSLR First Solar, Inc.
+2.44%
+$1,506 
CVX Chevron Corporation
+2.35%
+$9,143.96 
BP BP p.l.c. Sponsored ADR
+2.26%
+$296 
GLW Corning Incorporated
+2.24%
+$393.9 
DVN Devon Energy Corporation
+2.17%
+$3.84 
CSCO Cisco Systems, Inc.
+2.14%
+$18,251.73 
CHTR Charter Communications Inc
+2.1%
+$14.9 
OSUR Orasure Technologies Inc.
+2.02%
+$147.12 
OKE ONEOK, Inc.
+1.95%
+$528.96 
AM Antero Midstream Corporation
+1.95%
+$210 
JCI Johnson Controls International plc
+1.93%
+$258.54 
CRM Salesforce Inc
+1.83%
+$738.13 
ORCL Oracle Corporation
+1.81%
+$6,306.3 
SHEL Shell plc
+1.62%
+$476.28 
ACN Accenture plc Class A
+1.61%
+$123.61 
BSX Boston Scientific Corporation
+1.59%
+$2,227.23 
VZ Verizon Communications Inc.
+1.52%
+$340.2 
LMT Lockheed Martin Corporation
+1.5%
+$1,026.97 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$400.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$658,437.12 
PH Parker-Hannifin Corporation
+1.43%
+$164.88 
GE General Electric Company
+1.42%
+$895.34 
DBX Dropbox Inc.
+1.4%
+$22.5 
SLB Schlumberger Limited
+1.39%
+$81.6 
WWD Woodward Inc.
+1.25%
+$4,398.48 
FTV Fortive Corporation
+1.25%
+$14.6 
CMCSA Comcast Corp
+1.23%
+$342.49 
WFC Wells Fargo & Company
+1.19%
+$403.92 
AMAT Applied Materials, Inc.
+1.18%
+$1,132.8 
CHD Church & Dwight Co., Inc.
+1.16%
+$172.89 
ITW Illinois Tool Works Inc.
+1.15%
+$78 
MSI Motorola Solutions, Inc.
+1.14%
+$655.69 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$304 
VUG Vanguard Growth ETF
+1.1%
+$29,551.68 
VEEV Veeva Systems Inc.
+1.1%
+$55.5 
EOS Eaton Vance Enhanced Equity Income Fund II
+1.09%
+$690.46 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$656.64 
ADBE Adobe Inc.
+1.01%
+$1,423.18 
ADP Automatic Data Processing Inc.
+0.98%
+$836.57 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$34.16 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$306.29 
UNP Union Pacific Corporation
+0.92%
+$560.7 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$3,154.24 
DTM Dt Midstream Inc.
+0.9%
+$61.5 
AMLP Alerian MLP ETF
+0.89%
+$159.25 
WMB The Williams Companies, Inc.
+0.89%
+$17.01 
SCHW Charles Schwab Corporation
+0.87%
+$364 
IBM International Business Machines Corporation
+0.86%
+$708.6 
XPO XPO Inc.
+0.86%
+$42.75 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$111,717.09 
GEV GE Vernova Inc.
+0.85%
+$390.57 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$55.55 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$31.92 
MCD McDonald's Corporation
+0.82%
+$990 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$7.25 
EMR Emerson Electric Co.
+0.79%
+$619.51 
AEE Ameren Corporation
+0.79%
+$81.7 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,290.97 
TSLA Tesla, Inc.
+0.76%
+$1,592.99 
VNT Vontier Corporation
+0.75%
+$1.92 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$44.8 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$320.4 
VOO Vanguard S&P 500 ETF
+0.71%
+$801.91 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$2,641.53 
CAT Caterpillar Inc.
+0.7%
+$941.22 
CSQ Calamos Strategic Total Return Fund
+0.7%
+$56.14 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,473.28 
CARR Carrier Global Corporation
+0.68%
+$89.04 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$6,363.28 
XT iShares Future Exponential Technologies ETF
+0.67%
+$34.98 
DOW Dow Inc.
+0.67%
+$2.2 
PTC PTC Inc.
+0.66%
+$36 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$4,148.85 
PLTR Palantir Technologies Inc.
+0.65%
+$8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,712.84 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$570 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$292,577.55 
IQM Franklin Intelligent Machines Fund
+0.65%
+$11.86 
SYY Sysco Corporation
+0.63%
+$236.38 
BROS Dutch Bros Inc.
+0.61%
+$68.8 
HFWA Heritage Financial Corporation
+0.61%
+$1,108.62 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$66.42 
FVAL Fidelity Value Factor ETF
+0.57%
+$33.58 
MO Altria Group, Inc.
+0.57%
+$414.96 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$22.48 
BGY BlackRock Enhanced International Dividend Trust
+0.52%
+$14.31 
PSX Phillips 66
+0.51%
+$30.24 
Q Qnity Electronics Inc.
+0.51%
+$102.96 
HEQT Simplify Hedged Equity ETF
+0.48%
+$498.4 
KKR KKR & Co. Inc.
+0.45%
+$146.25 
PAYX Paychex Inc.
+0.44%
+$35.7 
ENPH Enphase Energy, Inc.
+0.43%
+$1.6 
CSX CSX Corporation
+0.42%
+$1,749.72 
PFE Pfizer Inc.
+0.4%
+$388.8 
RTX RTX Corporation
+0.39%
+$630 
AVGO Broadcom Inc.
+0.37%
+$502.56 
EAOA iShares ESG Aware Aggressive Allocation ETF
+0.37%
+$79.69 
PG Procter & Gamble Co
+0.37%
+$334.43 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$405.48 
OTIS Otis Worldwide Corporation
+0.36%
+$27.3 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$171.2 
BAC Bank of America Corporation
+0.36%
+$134.2 
MRK Merck & Co., Inc.
+0.32%
+$428.46 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$37.99 
KD Kyndryl Holdings Inc.
+0.3%
+$1 
VSNT Versant Media Group, Inc.
+0.28%
+$4.5 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$14.25 
JPM JPMorgan Chase & Co.
+0.27%
+$1,647.82 
PLSE Pulse Biosciences, Inc.
+0.26%
+$11.97 
AMP Ameriprise Financial, Inc.
+0.25%
+$160.08 
FCPT Four Corners Property Trust Inc.
+0.23%
+$16.38 
SO The Southern Company
+0.21%
+$58.6 
JNJ Johnson & Johnson
+0.21%
+$1,624.45 
ADI Analog Devices, Inc.
+0.2%
+$69.56 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$4,400.91 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$5,406.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$98,518.2 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$14.88 
USB U.S. Bancorp
+0.17%
+$39.6 
T AT&T Inc.
+0.17%
+$80.72 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$3.75 
DELL Dell Technologies Inc.
+0.14%
+$44.24 
DTE DTE Energy Company
+0.12%
+$17.17 
BDX Becton, Dickinson and Company
+0.1%
+$23.8 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$1,336.68 
C Citigroup Inc.
+0.1%
+$0.39 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$386.95 
WM Waste Management, Inc.
+0.1%
+$27.5 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$6.12 
WMT Walmart Inc.
+0.09%
+$147 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$227.18 
ABT Abbott Laboratories
+0.09%
+$41.76 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$400.44 
COLB Columbia Banking System, Inc.
+0.06%
+$0.04 
AEP American Electric Power Company, Inc.
+0.06%
+$4.9 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.05%
+$887.57 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$516.4 
DIS The Walt Disney Company
+0.03%
+$3.87 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$161.61 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$67.95 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 FHEQ
FHEQ
0%
$0 G200
G2004J103
0%
$0 
CTVA Corteva Inc.
-11.9%
-$116.93 
RIVN Rivian Automotive, Inc.
-9.57%
-$111.09 
LCID Lucid Group, Inc.
-9.11%
-$33.3 
FCEL FuelCell Energy, Inc.
-8.51%
-$12.06 
AAPL Apple Inc.
-7.35%
-$395,237.88 
MU Micron Technology, Inc.
-5.9%
-$10,584.14 
EXEL Exelixis Inc.
-5.25%
-$376.32 
SRPT Sarepta Therapeutics Inc.
-4.5%
-$639.1 
SIRI Sirius XM Holdings Inc.
-4.36%
-$135 
ADNT Adient plc
-3.84%
-$7.56 
IBRX ImmunityBio, Inc.
-3.76%
-$560 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$367.68 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$295.74 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$84.48 
QCOM QUALCOMM Incorporated
-2.63%
-$2,370.07 
ABBV AbbVie Inc.
-2.51%
-$5,001.31 
RAL Ralliant Corporation
-2.43%
-$9.78 
BHF Brighthouse Financial Inc.
-2.43%
-$13.86 
HR Healthcare Realty Trust Incorporated
-2.42%
-$275.6 
HLN Haleon Plc - ADR
-2.37%
-$70.32 
PCG PG&E Corporation
-2.25%
-$35.2 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$42.48 
DDD 3D Systems Corporation
-2.22%
-$178.98 
NWN Northwest Natural Holding Company
-2.22%
-$2,317.68 
BA Boeing Company
-2.15%
-$2,418.07 
SLV iShares Silver Trust
-2.13%
-$3,192 
KHC The Kraft Heinz Company
-2.01%
-$12.19 
WSM Williams-Sonoma, Inc.
-2%
-$46.6 
NFLX Netflix, Inc.
-2%
-$2,584.2 
GIS General Mills, Inc.
-1.84%
-$507.19 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$676.5 
UAL United Airlines Holdings, Inc.
-1.8%
-$31.22 
SYF Synchrony Financial
-1.79%
-$266.34 
APD Air Products and Chemicals, Inc.
-1.77%
-$860.22 
UNH UnitedHealth Group Incorporated
-1.68%
-$7.07 
DRI Darden Restaurants, Inc.
-1.64%
-$2,108.58 
SQ Block, Inc.
-1.64%
-$33.75 
LRCX Lam Research Corporation
-1.58%
-$714.4 
VNDA Vanda Pharmaceuticals Inc.
-1.54%
-$4 
POR Portland General Electric Company
-1.52%
-$760 
GLD SPDR Gold Shares
-1.49%
-$1,719.72 
NVS Novartis AG Sponsored ADR
-1.45%
-$1,868.65 
NI NiSource Inc.
-1.42%
-$128 
AVA Avista Corp.
-1.41%
-$58 
LUV Southwest Airlines Co.
-1.38%
-$21.42 
NKE Nike, Inc. - Class B
-1.37%
-$11,679.46 
SDGR Schrödinger, Inc.
-1.37%
-$886.41 
PPG PPG Industries Inc.
-1.35%
-$921.1 
DD DuPont de Nemours, Inc.
-1.32%
-$191.36 
TREX Trex Company, Inc.
-1.3%
-$120.84 
MDLZ Mondelez International, Inc.
-1.22%
-$53.13 
F Ford Motor Company
-1.21%
-$329.22 
SHW The Sherwin-Williams Company
-1.16%
-$11.97 
SRE Sempra
-1.15%
-$142.14 
NEE NextEra Energy, Inc.
-1.15%
-$445.41 
WRB W.R. Berkley Corporation
-1.15%
-$353.64 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$100.7 
DE Deere & Company
-1.13%
-$2,815.2 
VTRS Viatris Inc.
-1.13%
-$14.6 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$452.4 
PNR Pentair plc
-1.1%
-$16.79 
INTC Intel Corporation
-1.02%
-$3,204.78 
KO The Coca-Cola Company
-1.02%
-$1,664.1 
SWK Stanley Black & Decker Inc.
-1.01%
-$32.01 
UPS United Parcel Service, Inc.
-1%
-$52.5 
PPL PPL Corporation
-0.98%
-$24.15 
XOM Exxon Mobil Corporation
-0.97%
-$4,663.44 
TRP TC Energy Corporation
-0.97%
-$188.76 
MET MetLife Inc.
-0.97%
-$107.16 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
-0.95%
-$1,283.1 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$42.9 
SOBO South Bow Corporation
-0.85%
-$18.24 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$303.26 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$118.49 
D Dominion Energy, Inc.
-0.8%
-$381.36 
KMB Kimberly-Clark Corporation
-0.8%
-$22 
WAT Waters Corporation
-0.79%
-$53.82 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$185 
PYPL PayPal Holdings Inc
-0.76%
-$4.4 
ED Consolidated Edison, Inc.
-0.74%
-$442.26 
GSK GSK plc Sponsored ADR
-0.73%
-$88.92 
BLK BlackRock, Inc.
-0.73%
-$598.5 
TRI Thomson Reuters Corp.
-0.71%
-$217 
RPM RPM International Inc.
-0.7%
-$359.48 
SBRA Sabra Health Care REIT, Inc.
-0.7%
-$150 
BKIE BNY Mellon International Equity ETF
-0.7%
-$172.8 
DASH DoorDash, Inc.
-0.69%
-$13.7 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$4.55 
DUK Duke Energy Corporation
-0.67%
-$367.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$86.95 
AMGN Amgen Inc.
-0.64%
-$434 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$943.74 
AMT American Tower Corporation
-0.63%
-$35.2 
EFA iShares MSCI EAFE ETF
-0.62%
-$4,602.84 
PM Philip Morris International Inc.
-0.61%
-$1,702.73 
DHR Danaher Corporation
-0.61%
-$48.79 
AMCR Amcor plc
-0.6%
-$116.64 
WEC WEC Energy Group Inc.
-0.57%
-$75.6 
VLTO Veralto Corporation
-0.57%
-$7.02 
SBUX Starbucks Corporation
-0.57%
-$1,644 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$10.45 
OGS One Gas Inc.
-0.56%
-$33.44 
PRU Prudential Financial, Inc.
-0.56%
-$77.97 
GXO GXO Logistics Inc.
-0.56%
-$7 
WAB Wabtec Corporation
-0.55%
-$3.2 
EMBC Embecta Corp.
-0.55%
-$0.56 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,298.7 
USRT iShares Core U.S. REIT ETF
-0.54%
-$114.7 
LLY Eli Lilly and Company
-0.53%
-$337.15 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$120.4 
PIPR Piper Sandler Companies
-0.5%
-$3.04 
SCHH Schwab U.S. REIT ETF
-0.49%
-$17.64 
STLD Steel Dynamics Inc.
-0.49%
-$184.76 
CHE Chemed Corporation
-0.47%
-$581.66 
IWM iShares Russell 2000 ETF
-0.47%
-$127.88 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,024 
PEP PepsiCo, Inc.
-0.46%
-$1,216.64 
TRV The Travelers Companies, Inc.
-0.43%
-$834.56 
TEL TE Connectivity plc
-0.43%
-$87.22 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$498.95 
HD The Home Depot, Inc.
-0.42%
-$690.84 
MELI MercadoLibre, Inc.
-0.41%
-$31.12 
AXP American Express Company
-0.38%
-$739.13 
MDT Medtronic plc
-0.37%
-$29.76 
ARCC Ares Capital Corporation
-0.37%
-$56.49 
FENI Fidelity Enhanced International ETF
-0.37%
-$178,662 
DG Dollar General Corporation
-0.35%
-$22.5 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$192,268.3 
CL Colgate-Palmolive Company
-0.33%
-$60 
SMBS Schwab Mortgage-Backed Securities ETF
-0.32%
-$584.8 
EVRG Evergy Inc.
-0.29%
-$23.52 
ENR Energizer Holdings Inc.
-0.28%
-$12 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$62.04 
FBND Fidelity Total Bond ETF
-0.27%
-$1,548.36 
VTV Vanguard Value ETF
-0.27%
-$2,306.27 
CNP CenterPoint Energy Inc.
-0.26%
-$1.98 
BX Blackstone Inc.
-0.25%
-$51.84 
MFC Manulife Financial Corporation
-0.25%
-$93.5 
SLDP Solid Power, Inc.
-0.24%
-$0.23 
HUBB Hubbell Inc.
-0.24%
-$405.84 
COST Costco Wholesale Corporation
-0.24%
-$1,019.15 
HBAN Huntington Bancshares Incorporated
-0.23%
-$208.99 
BNDX Vanguard Total International Bond ETF
-0.23%
-$28.93 
PBD Invesco Global Clean Energy ETF
-0.23%
-$25.8 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$9 
VB Vanguard Small-Cap ETF
-0.22%
-$565.6 
EPC Edgewell Personal Care Co.
-0.22%
-$12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$55.8 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$19,062.78 
JBND JPMorgan Active Bond ETF
-0.21%
-$61,118.75 
KR Kroger Co.
-0.21%
-$155.28 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$434 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$3,351.15 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$883.68 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$3,388.4 
EPD Enterprise Products Partners L.P.
-0.18%
-$28.56 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$8.4 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$41.76 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$103.62 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$5,629.8 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$21.75 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.12%
-$29,177.46 
NUDV Nuveen ESG Dividend ETF
-0.11%
-$7,226.03 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$26,977.36 
XLF Financial Select Sector SPDR Fund
-0.1%
-$76.8 
BCE BCE Inc.
-0.09%
-$11.98 
VO Vanguard Mid-Cap ETF
-0.05%
-$21.12 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$254.04 
V Visa Inc. Class A
-0.04%
-$65.1 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$53.91 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.02%
-$0.86 
UBER Uber Technologies, Inc.
-0.01%
-$0.1 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$0.68 Events
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Dividends
Dividend Analysis
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| Trades 1468 | Longs Won 1024/1468 69% | Profit Factor 23.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $555,645.09 |
| Average Win $91,092.7 | Best Trade (Aug 25) $12.91M | Sharpe Ratio -38.5 |
| Average Loss -$9,085.41 | Worst Trade (Sep 01) -$549,525.88 | Z-Score 9.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 3d | Expectancy $60,793.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,119 | $3.42M | $4.98M | - | $1.56M | 45.44% | -7.354% |
| ABBV AbbVie Inc. | 773 | $124,978.36 | $193,976.62 | - | $68,998.26 | 55.21% | -2.513% |
| ABT Abbott Laboratories | 464 | $51,628.2 | $49,044.8 | - | -$2,583.4 | -5% | +0.085% |
| ACN Accenture plc Class A | 47 | $15,622.51 | $7,798.24 | - | -$7,824.27 | -50.08% | +1.611% |
| ADBE Adobe Inc. | 567 | $277,522.69 | $141,982.47 | - | -$135,540.22 | -48.84% | +1.013% |
| ADI Analog Devices, Inc. | 94 | $25,492.8 | $34,536.54 | - | $9,043.74 | 35.48% | +0.202% |
| ADNT Adient plc | 9 | $330 | $189.36 | - | -$140.64 | -42.62% | -3.839% |
| ADP Automatic Data Processing Inc. | 323 | $79,228.11 | $86,066.58 | - | $6,838.47 | 8.63% | +0.982% |
| AEE Ameren Corporation | 95 | $9,916 | $10,412.95 | - | $496.95 | 5.01% | +0.791% |
| AEP American Electric Power Company, Inc. | 70 | $9,175.66 | $8,949.5 | - | -$226.16 | -2.46% | +0.055% |
| AM Antero Midstream Corporation | 500 | $5,800 | $10,985 | - | $5,185 | 89.4% | +1.949% |
| AMAT Applied Materials, Inc. | 192 | $28,901.92 | $97,472.64 | - | $68,570.72 | 237.25% | +1.176% |
| AMCR Amcor plc | 432 | $17,172 | $19,388.16 | - | $2,216.16 | 12.91% | -0.598% |
| AMGN Amgen Inc. | 175 | $50,157.43 | $67,403 | - | $17,245.57 | 34.38% | -0.64% |
| AMLP Alerian MLP ETF | 325 | $12,917.25 | $17,979 | - | $5,061.75 | 39.19% | +0.894% |
| AMP Ameriprise Financial, Inc. | 116 | $61,913 | $63,317.44 | - | $1,404.44 | 2.27% | +0.253% |
| AMT American Tower Corporation | 32 | $6,323.03 | $5,547.52 | - | -$775.51 | -12.26% | -0.631% |
| AMZN Amazon.com Inc | 353 | $49,577.8 | $95,867.74 | - | $46,289.94 | 93.37% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 131 | $9,042.14 | $12,674.25 | - | $3,632.11 | 40.17% | +0.301% |
| APD Air Products and Chemicals, Inc. | 162 | $48,451.38 | $47,772.18 | - | -$679.2 | -1.4% | -1.769% |
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FAQ
Which stocks have generated the highest profits for Denise Reinert?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $9.13M, JPMorgan Hedged Equity Laddered Overlay ETF - $7.29M, Schwab U.S. Dividend Equity ETF - $6.63M, Avantis U.S. Small Cap Value ETF - $5.13M, and iShares MSCI International Momentum Factor ETF - $1.99M. 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: Nike, Inc. - Class B - $195,852.03, Roper Technologies Inc - $42,846.06, Enovix Corporation - $37,857, Dow Inc - $14,181.52, and TRI - $14,162. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Denise Reinert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.6M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $4.35M, iShares Core MSCI EAFE ETF - $2.11M, Fidelity Enhanced International ETF - $1.38M, JPMorgan Active Bond ETF - $1.31M, and JPMorgan Hedged Equity Laddered Overlay ETF - $980,589.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Denise Reinert's monthly returns?
Denise Reinert'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 Denise Reinert's strategy be considered aggressive or moderate?
Denise Reinert'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 Denise Reinert's strategy?
Denise Reinert'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.
