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:
54.09%
Gain -0.26%
Monthly
1.01%
Yearly
12.86%
Drawdown
19.4%
$453.4M
Equity
Holdings
$453.4M
Investment
$394.11M
$85.25M
Profit -$1.1M
Realized
$25.97M
Unrealized
$59.28M
Dividends
$18.38M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$1.1M
Win %
68%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$1.39M
Win %
68%
This Month
Compared to last month
Gain
0.59%
Profit
$2.65M
Win %
68%
This Year
Compared to last year
Gain
0.58%
Profit
$2.61M
Win %
68%
OBE Obsidian Energy Ltd.
+3.36%
+$115.5 
NI NiSource Inc.
+3.02%
+$249 
BP BP p.l.c. Sponsored ADR
+2.88%
+$412.92 
SLB Schlumberger Limited
+2.73%
+$158.4 
VSNT Versant Media Group, Inc.
+2.66%
+$37.35 
DTM Dt Midstream Inc.
+2.57%
+$152.75 
LMT Lockheed Martin Corporation
+2.38%
+$1,506.54 
RTX RTX Corporation
+2.36%
+$3,189.22 
F Ford Motor Company
+2.27%
+$127.96 
SHEL Shell plc
+2.23%
+$748.44 
MSI Motorola Solutions, Inc.
+2.16%
+$1,312.71 
TRP TC Energy Corporation
+2.16%
+$368.94 
DVN Devon Energy Corporation
+2.04%
+$4.02 
PEP PepsiCo, Inc.
+2.03%
+$4,954.71 
AEP American Electric Power Company, Inc.
+1.94%
+$147.07 
UL Unilever PLC Sponsored American Depositary Receipt
+1.93%
+$198.75 
WEC WEC Energy Group Inc.
+1.93%
+$246 
PM Philip Morris International Inc.
+1.9%
+$5,483.4 
AEE Ameren Corporation
+1.9%
+$187.15 
PEG Public Service Enterprise Group Incorporated
+1.89%
+$691.6 
CMCSA Comcast Corp
+1.88%
+$484.62 
CVX Chevron Corporation
+1.82%
+$8,075.76 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.77%
+$33.04 
SO The Southern Company
+1.76%
+$460.01 
USB U.S. Bancorp
+1.71%
+$976.08 
WY Weyerhaeuser Company
+1.68%
+$367.25 
EPD Enterprise Products Partners L.P.
+1.67%
+$242.76 
EVRG Evergy Inc.
+1.64%
+$36.18 
SOBO South Bow Corporation
+1.61%
+$31.07 
PPL PPL Corporation
+1.61%
+$38.3 
DUK Duke Energy Corporation
+1.6%
+$832.2 
MDLZ Mondelez International, Inc.
+1.59%
+$69 
ED Consolidated Edison, Inc.
+1.58%
+$950.04 
CHTR Charter Communications Inc
+1.57%
+$8.65 
AM Antero Midstream Corporation
+1.53%
+$152.5 
CNP CenterPoint Energy Inc.
+1.52%
+$10.89 
XOM Exxon Mobil Corporation
+1.52%
+$7,789.77 
NWN Northwest Natural Holding Company
+1.37%
+$1,382.92 
AMT American Tower Corporation
+1.34%
+$77.76 
KO The Coca-Cola Company
+1.33%
+$2,265.03 
C Citigroup Inc.
+1.33%
+$4.92 
VTRS Viatris Inc.
+1.32%
+$17.52 
OTIS Otis Worldwide Corporation
+1.3%
+$96.08 
D Dominion Energy, Inc.
+1.27%
+$544.8 
MO Altria Group, Inc.
+1.27%
+$1,000.16 
GSK GSK plc Sponsored ADR
+1.24%
+$142.74 
COST Costco Wholesale Corporation
+1.23%
+$5,359.53 
MET MetLife Inc.
+1.22%
+$139.08 
STLD Steel Dynamics Inc.
+1.22%
+$436.57 
JPM JPMorgan Chase & Co.
+1.21%
+$7,134.71 
HLN Haleon Plc - ADR
+1.21%
+$35.16 
SRE Sempra
+1.18%
+$133.17 
NEE NextEra Energy, Inc.
+1.14%
+$256.5 
WMB The Williams Companies, Inc.
+1.13%
+$21.06 
GE General Electric Company
+1.12%
+$623 
PSX Phillips 66
+1.12%
+$90.72 
WFC Wells Fargo & Company
+1.1%
+$360.36 
DTE DTE Energy Company
+1.1%
+$142.41 
AVA Avista Corp.
+1.06%
+$38.5 
MRK Merck & Co., Inc.
+1.06%
+$1,609.3 
OGS One Gas Inc.
+1.06%
+$60.04 
PCG PG&E Corporation
+1.04%
+$11.88 
BLK BlackRock, Inc.
+1.04%
+$873 
ENPH Enphase Energy, Inc.
+1.02%
+$3.15 
GM General Motors Company
+1.02%
+$97.75 
VZ Verizon Communications Inc.
+0.97%
+$121.26 
SYF Synchrony Financial
+0.91%
+$130.27 
KR Kroger Co.
+0.91%
+$737.58 
PG Procter & Gamble Co
+0.87%
+$776.56 
DOW Dow Inc.
+0.86%
+$2.81 
CARR Carrier Global Corporation
+0.85%
+$98.58 
NKE Nike, Inc. - Class B
+0.83%
+$6,112.58 
LLY Eli Lilly and Company
+0.83%
+$572.55 
KHC The Kraft Heinz Company
+0.82%
+$4.37 
HD The Home Depot, Inc.
+0.81%
+$1,242.5 
CL Colgate-Palmolive Company
+0.8%
+$148 
ACN Accenture plc Class A
+0.78%
+$82.01 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$430,624.41 
AAPL Apple Inc.
+0.75%
+$40,284.75 
CTVA Corteva Inc.
+0.74%
+$1.04 
AMLP Alerian MLP ETF
+0.71%
+$120.25 
WMT Walmart Inc.
+0.68%
+$828.8 
DG Dollar General Corporation
+0.68%
+$45.25 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+0.67%
+$888.3 
KMB Kimberly-Clark Corporation
+0.66%
+$17.12 
BCE BCE Inc.
+0.64%
+$77.87 
POR Portland General Electric Company
+0.64%
+$280 
JNJ Johnson & Johnson
+0.64%
+$4,934.65 
ADI Analog Devices, Inc.
+0.61%
+$230.3 
V Visa Inc. Class A
+0.57%
+$1,056.71 
ITW Illinois Tool Works Inc.
+0.55%
+$36 
GEV GE Vernova Inc.
+0.55%
+$240.64 
DRI Darden Restaurants, Inc.
+0.55%
+$727.74 
AMCR Amcor plc
+0.54%
+$101.52 
ABBV AbbVie Inc.
+0.54%
+$1,174.96 
T AT&T Inc.
+0.53%
+$252.25 
MFC Manulife Financial Corporation
+0.5%
+$187 
BNY BlackRock New York Municipal Income Trust
+0.5%
+$10.65 
NVS Novartis AG Sponsored ADR
+0.49%
+$599.76 
BRK-B Berkshire Hathaway Inc.
+0.47%
+$537.37 
PH Parker-Hannifin Corporation
+0.45%
+$52.44 
DIS The Walt Disney Company
+0.42%
+$60.63 
GLPI Gaming and Leisure Properties, Inc.
+0.42%
+$30.69 
PYPL PayPal Holdings Inc
+0.42%
+$2.4 
PFE Pfizer Inc.
+0.39%
+$447.12 
APD Air Products and Chemicals, Inc.
+0.38%
+$183.06 
SCHH Schwab U.S. REIT ETF
+0.36%
+$11.76 
DGRO iShares Core Dividend Growth ETF
+0.34%
+$74.73 
NUDV Nuveen ESG Dividend ETF
+0.34%
+$21,536 
ADNT Adient plc
+0.33%
+$0.54 
EFV iShares MSCI EAFE Value ETF
+0.32%
+$70 
AXP American Express Company
+0.31%
+$558.72 
PPG PPG Industries Inc.
+0.3%
+$198.25 
FCPT Four Corners Property Trust Inc.
+0.3%
+$17.75 
BROS Dutch Bros Inc.
+0.29%
+$13.56 
XLF Financial Select Sector SPDR Fund
+0.29%
+$204.8 
GXO GXO Logistics Inc.
+0.28%
+$3.25 
VYM Vanguard High Dividend Yield ETF
+0.28%
+$605.44 
HBAN Huntington Bancshares Incorporated
+0.26%
+$209 
ADP Automatic Data Processing Inc.
+0.24%
+$222.87 
VTV Vanguard Value ETF
+0.23%
+$2,032.68 
BAC Bank of America Corporation
+0.23%
+$73.2 
AMGN Amgen Inc.
+0.22%
+$167.12 
HFWA Heritage Financial Corporation
+0.22%
+$369.54 
IQLT iShares MSCI International Quality Factor ETF
+0.22%
+$31.79 
USRT iShares Core U.S. REIT ETF
+0.21%
+$40.3 
PNR Pentair plc
+0.21%
+$2.53 
TRV The Travelers Companies, Inc.
+0.2%
+$394.24 
CHD Church & Dwight Co., Inc.
+0.19%
+$29.83 
RPM RPM International Inc.
+0.17%
+$82.78 
WM Waste Management, Inc.
+0.17%
+$46.25 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
+0.16%
+$197.37 
MCD McDonald's Corporation
+0.16%
+$175.5 
VNQ Vanguard Real Estate ETF
+0.15%
+$324.68 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.14%
+$11.4 
IEFA iShares Core MSCI EAFE ETF
+0.13%
+$187.25 
FENI Fidelity Enhanced International ETF
+0.13%
+$60,151.05 
BSX Boston Scientific Corporation
+0.12%
+$167.81 
SBUX Starbucks Corporation
+0.12%
+$328.8 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$13.53 
EFA iShares MSCI EAFE ETF
+0.11%
+$767.14 
WRB W.R. Berkley Corporation
+0.1%
+$31.57 
SBRA Sabra Health Care REIT, Inc.
+0.08%
+$15 
XLI Industrial Select Sector SPDR Fund
+0.07%
+$0.62 
BA Boeing Company
+0.07%
+$66.04 
VUSB Vanguard Ultra-Short Bond ETF
+0.06%
+$464.34 
GEHC GE HealthCare Technologies Inc.
+0.06%
+$1.76 
SIRI Sirius XM Holdings Inc.
+0.04%
+$1 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$231.53 
BKIE BNY Mellon International Equity ETF
+0.03%
+$7.2 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$141.6 
ABT Abbott Laboratories
+0.03%
+$13.92 
TEL TE Connectivity plc
+0.03%
+$5.88 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$0.97 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.02%
+$0.51 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.02%
+$13.12 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$11,548.78 
CAT Caterpillar Inc.
+0.01%
+$16.6 
IMTM iShares MSCI International Momentum Factor ETF
+0.01%
+$856.99 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENR Energizer Holdings Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VNT Vontier Corporation
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 FHEQ
FHEQ
0%
$0 G200
G2004J103
0%
$0 OKE
OKE
0%
$0 2523
25239Y212
0%
$0 2523
25239Y162
0%
$0 
NBIS Nebius Group N.V.
-9.61%
-$452.75 
SDGR Schrödinger, Inc.
-9.01%
-$9,687.19 
LCID Lucid Group, Inc.
-8.94%
-$14.08 
IBRX ImmunityBio, Inc.
-7.05%
-$1,410 
PLTR Palantir Technologies Inc.
-6.53%
-$130.9 
FCEL FuelCell Energy, Inc.
-5.14%
-$4.35 
BETR Better Home & Finance Holding Company Ordinary Shares - Class A
-4.6%
-$75.24 
PLSE Pulse Biosciences, Inc.
-4.31%
-$261.35 
ARM Arm Holdings plc American Depositary Receipt
-4.08%
-$1,138.86 
INTC Intel Corporation
-3.98%
-$13,094.8 
MU Micron Technology, Inc.
-3.6%
-$6,867.5 
OSUR Orasure Technologies Inc.
-3.54%
-$248.26 
ORCL Oracle Corporation
-3.39%
-$12,448.8 
SRPT Sarepta Therapeutics Inc.
-3.26%
-$529.54 
LRCX Lam Research Corporation
-3.24%
-$918 
DDD 3D Systems Corporation
-3.21%
-$283.38 
DBX Dropbox Inc.
-3.13%
-$57.25 
NVCR NovoCure Ltd.
-3.12%
-$135 
VNDA Vanda Pharmaceuticals Inc.
-3.07%
-$6.5 
AVGO Broadcom Inc.
-3.06%
-$3,436.04 
GLW Corning Incorporated
-3.03%
-$546 
MRVL Marvell Technology, Inc.
-2.94%
-$85.08 
AMAT Applied Materials, Inc.
-2.87%
-$2,125.92 
META Meta Platforms Inc Class A
-2.65%
-$2,652 
RIVN Rivian Automotive, Inc.
-2.57%
-$23.11 
NFLX Netflix, Inc.
-2.51%
-$3,224.23 
ADBE Adobe Inc.
-2.4%
-$3,419.01 
CRM Salesforce Inc
-2.4%
-$1,317.93 
DELL Dell Technologies Inc.
-2.4%
-$895.86 
UAL United Airlines Holdings, Inc.
-2.3%
-$32.62 
IQM Franklin Intelligent Machines Fund
-2.23%
-$40.43 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.14%
-$696.88 
SCHW Charles Schwab Corporation
-2.13%
-$804 
SLDP Solid Power, Inc.
-2.11%
-$2.02 
MSFT Microsoft Corp.
-1.93%
-$19,789.41 
RAL Ralliant Corporation
-1.92%
-$7.92 
GOOGL Alphabet Inc
-1.88%
-$4,612.58 
WAT Waters Corporation
-1.83%
-$146.34 
SPCX Space Exploration Technologies Corp. Class A
-1.82%
-$260.16 
CSCO Cisco Systems, Inc.
-1.82%
-$14,930 
GOOG Alphabet Inc
-1.75%
-$3,997.89 
Q Qnity Electronics Inc.
-1.73%
-$322.92 
TTWO Take-Two Interactive Software, Inc.
-1.66%
-$522.75 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$7,234.24 
TSLA Tesla, Inc.
-1.62%
-$3,962.24 
LIT GLOBAL X LITHIUM & BATTERY T
-1.59%
-$534.56 
DE Deere & Company
-1.53%
-$4,135.86 
FSLR First Solar, Inc.
-1.52%
-$813 
XYZ Block, Inc.
-1.5%
-$30 
NUEM Nuveen ESG Emerging Markets Equity Fund
-1.49%
-$29,808.35 
IWY iShares Russell Top 200 Growth ETF
-1.41%
-$207,174 
BX Blackstone Inc.
-1.4%
-$247.86 
NVT nVent Electric plc
-1.39%
-$46.69 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.37%
-$863.68 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.36%
-$392 
VUG Vanguard Growth ETF
-1.36%
-$45,430.35 
UNH UnitedHealth Group Incorporated
-1.36%
-$5.53 
BDX Becton, Dickinson and Company
-1.35%
-$367.5 
IWM iShares Russell 2000 ETF
-1.32%
-$333.96 
USXF iShares ESG Aware MSCI USA ETF
-1.29%
-$40,922.96 
XT iShares Future Exponential Technologies ETF
-1.28%
-$70.29 
AMZN Amazon.com Inc
-1.28%
-$1,148.41 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.27%
-$4,238.51 
EEM iShares MSCI Emerging Markets ETF
-1.27%
-$5,331.42 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.26%
-$173.61 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.26%
-$612,740.27 
VEEV Veeva Systems Inc.
-1.25%
-$97.75 
EMBC Embecta Corp.
-1.24%
-$2.24 
TMO Thermo Fisher Scientific Inc.
-1.23%
-$1,729.12 
IEMG iShares Core MSCI Emerging Markets ETF
-1.17%
-$72.8 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.15%
-$45.03 
MELI MercadoLibre, Inc.
-1.12%
-$83.56 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.1%
-$43.5 
EXEL Exelixis Inc.
-1.08%
-$87.04 
BHF Brighthouse Financial Inc.
-1.05%
-$4.59 
BABA Alibaba Group Holding Limited SP ADR
-1.04%
-$29 
JQUA JPMorgan U.S. Quality Factor ETF
-1.04%
-$6,224.41 
UBER Uber Technologies, Inc.
-1%
-$7.14 
DRIV Global X Autonomous & Electric Vehicles ETF
-1%
-$15.5 
VB Vanguard Small-Cap ETF
-0.96%
-$2,373.89 
PBD Invesco Global Clean Energy ETF
-0.93%
-$96.75 
CTSH Cognizant Technology Solutions Corporation
-0.84%
-$96.8 
XLG Invesco S&P 500 Top 50 ETF
-0.81%
-$528.39 
DASH DoorDash, Inc.
-0.8%
-$15.5 
QCOM QUALCOMM Incorporated
-0.8%
-$846.87 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.8%
-$19.2 
CHKP Check Point Software Technologies Ltd.
-0.79%
-$42.71 
JCI Johnson Controls International plc
-0.79%
-$107.88 
NUSC Nuveen ESG Small-Cap ETF
-0.78%
-$2,979.51 
MDT Medtronic plc
-0.75%
-$66.96 
CSQ Calamos Strategic Total Return Fund
-0.75%
-$60.15 
EMR Emerson Electric Co.
-0.72%
-$614.25 
SHW The Sherwin-Williams Company
-0.71%
-$7.23 
EPC Edgewell Personal Care Co.
-0.71%
-$40 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.7%
-$84.16 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.7%
-$6,841.15 
JHMM John Hancock Multifactor Mid Cap ETF
-0.7%
-$34.68 
UPS United Parcel Service, Inc.
-0.69%
-$34 
SCHX Schwab U.S. Large-Cap ETF
-0.69%
-$630 
ESGU iShares ESG Aware MSCI USA ETF
-0.69%
-$2,653.03 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$310.2 
VOO Vanguard S&P 500 ETF
-0.67%
-$675.1 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$1,226.68 
IVV iShares Core S&P 500 ETF
-0.66%
-$5,878.98 
ARCC Ares Capital Corporation
-0.66%
-$100.87 
XPO XPO Inc.
-0.65%
-$30.75 
IJH iShares Core S&P Mid-Cap ETF
-0.63%
-$159,099.74 
SPHQ Invesco S&P 500 Quality ETF
-0.62%
-$1,356.8 
PRU Prudential Financial, Inc.
-0.62%
-$81.36 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.61%
-$148,098.6 
CHE Chemed Corporation
-0.59%
-$697.3 
SYY Sysco Corporation
-0.55%
-$202.93 
PAYX Paychex Inc.
-0.55%
-$42.7 
IBM International Business Machines Corporation
-0.55%
-$473.02 
LUV Southwest Airlines Co.
-0.54%
-$7.48 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$13,839.98 
VSGX Vanguard ESG International Stock ETF
-0.52%
-$19,182.26 
WWD Woodward Inc.
-0.5%
-$1,643.27 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.49%
-$229,313.57 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.48%
-$3,429.45 
VLTO Veralto Corporation
-0.47%
-$6.11 
KD Kyndryl Holdings Inc.
-0.46%
-$1.5 
BGY BlackRock Enhanced International Dividend Trust
-0.46%
-$11.93 
WAFD WaFd, Inc.
-0.44%
-$31.46 
VO Vanguard Mid-Cap ETF
-0.43%
-$182.16 
UNP Union Pacific Corporation
-0.43%
-$258.3 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.42%
-$22.5 
FVAL Fidelity Value Factor ETF
-0.4%
-$24.09 
BARK Bark Inc.
-0.38%
-$2.61 
CSX CSX Corporation
-0.38%
-$1,541.42 
AMP Ameriprise Financial, Inc.
-0.37%
-$218.08 
TREX Trex Company, Inc.
-0.37%
-$36.04 
HEQT Simplify Hedged Equity ETF
-0.36%
-$389.37 
AOA iShares Core Aggressive Allocation ETF
-0.36%
-$45.85 
FTV Fortive Corporation
-0.33%
-$3.8 
HUBB Hubbell Inc.
-0.32%
-$526.88 
SLV iShares Silver Trust
-0.32%
-$461.72 
WAB Wabtec Corporation
-0.31%
-$1.8 
BKHY BNY Mellon High Yield ETF
-0.31%
-$101.39 
IJS iShares S&P Small-Cap 600 Value ETF
-0.31%
-$923.2 
DHR Danaher Corporation
-0.3%
-$28.7 
HR Healthcare Realty Trust Incorporated
-0.29%
-$26.5 
GLD SPDR Gold Shares
-0.28%
-$324.36 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.27%
-$69.75 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.26%
-$67.86 
PYLD PIMCO Multisector Bond Active ETF
-0.26%
-$4,721.27 
SMBS Schwab Mortgage-Backed Securities ETF
-0.25%
-$439.33 
COLB Columbia Banking System, Inc.
-0.24%
-$0.14 
NVDA NVIDIA Corporation
-0.24%
-$726.08 
KKR KKR & Co. Inc.
-0.23%
-$65 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.21%
-$8.96 
PFG Principal Financial Group, Inc.
-0.2%
-$52.56 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.18%
-$810.04 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.18%
-$3,382.43 
JBND JPMorgan Active Bond ETF
-0.17%
-$48,633.43 
FBND Fidelity Total Bond ETF
-0.15%
-$749.25 
DD DuPont de Nemours, Inc.
-0.14%
-$19.24 
GIS General Mills, Inc.
-0.14%
-$34.06 
IDMO Invesco S&P International Developed Momentum ETF
-0.11%
-$1,594.45 
WSM Williams-Sonoma, Inc.
-0.08%
-$2.1 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.08%
-$173.6 
LDOS Leidos Holdings Inc.
-0.08%
-$3.2 
AVUV Avantis U.S. Small Cap Value ETF
-0.08%
-$1,280.12 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.07%
-$3.67 
PTC PTC Inc.
-0.03%
-$2 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.02%
-$115.7 
TRI Thomson Reuters Corp.
-0.01%
-$3.1 Events
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Dividends
Dividend Analysis
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| Trades 1541 | Longs Won 1041/1541 67% | Profit Factor 18.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $513,828.07 |
| Average Win $86,682.35 | Best Trade (Oct 16) $11.91M | Sharpe Ratio -38.75 |
| Average Loss -$9,964.18 | Worst Trade (Oct 15) -$1.06M | Z-Score 7.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4w 1d | Expectancy $55,323.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y162 | 942 | $62,586 | $62,586 | - | - | - | 0.0 |
| 2523 25239Y212 | 1,070 | $47,562 | $47,562 | - | - | - | 0.0 |
| AAPL Apple Inc. | 15,675 | $3.34M | $5.4M | - | $2.06M | 61.83% | +0.751% |
| ABBV AbbVie Inc. | 773 | $124,978.36 | $220,243.16 | - | $95,264.8 | 76.23% | +0.536% |
| ABT Abbott Laboratories | 464 | $51,628.2 | $48,585.44 | - | -$3,042.76 | -5.89% | +0.029% |
| ACN Accenture plc Class A | 47 | $15,622.51 | $10,653.25 | - | -$4,969.26 | -31.81% | +0.776% |
| ADBE Adobe Inc. | 567 | $277,522.69 | $139,277.88 | - | -$138,244.81 | -49.81% | -2.396% |
| ADI Analog Devices, Inc. | 94 | $25,492.8 | $38,201.6 | - | $12,708.8 | 49.85% | +0.607% |
| ADNT Adient plc | 9 | $330 | $164.16 | - | -$165.84 | -50.25% | +0.33% |
| ADP Automatic Data Processing Inc. | 323 | $79,228.11 | $92,487.82 | - | $13,259.71 | 16.74% | +0.242% |
| AEE Ameren Corporation | 95 | $9,916 | $10,044.35 | - | $128.35 | 1.29% | +1.899% |
| AEP American Electric Power Company, Inc. | 61 | $7,995.94 | $7,728.76 | - | -$267.18 | -3.34% | +1.94% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 24 | $2,478 | $2,390.64 | - | -$87.36 | -3.53% | -0.797% |
| AM Antero Midstream Corporation | 500 | $5,800 | $10,112.5 | - | $4,312.5 | 74.35% | +1.531% |
| AMAT Applied Materials, Inc. | 172 | $26,011.12 | $71,835.8 | - | $45,824.68 | 176.17% | -2.874% |
| AMCR Amcor plc | 432 | $17,172 | $18,997.2 | - | $1,825.2 | 10.63% | +0.537% |
| AMGN Amgen Inc. | 175 | $50,157.43 | $76,122.37 | - | $25,964.94 | 51.77% | +0.22% |
| AMLP Alerian MLP ETF | 325 | $12,917.25 | $16,991 | - | $4,073.75 | 31.54% | +0.713% |
| AMP Ameriprise Financial, Inc. | 116 | $61,913 | $58,081.2 | - | -$3,831.8 | -6.19% | -0.374% |
| AMT American Tower Corporation | 32 | $6,323.03 | $5,881.28 | - | -$441.75 | -6.99% | +1.34% |
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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 - $7.35M, Schwab U.S. Dividend Equity ETF - $7.07M, Avantis U.S. Small Cap Value ETF - $5.13M, and iShares MSCI International Momentum Factor ETF - $2.02M. 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 - $219,008.65, Roper Technologies Inc - $42,846.06, Enovix Corporation - $37,857, Dow Inc - $14,177.67, 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 $18.38M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $4.79M, iShares Core MSCI EAFE ETF - $2.11M, Fidelity Enhanced International ETF - $1.63M, JPMorgan Active Bond ETF - $1.54M, and JPMorgan Hedged Equity Laddered Overlay ETF - $1.04M. 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.
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