AG
Alan Gilmore Portfolio
Invests via Financial Futures Ltd. Liability Co. | Managed by Alan Gilmore
Invests via Financial Futures Ltd. Liability Co.
Managed by Alan Gilmore
Automatically Tracked
Alan Gilmore Profile
With a rich background in technology and innovation, Alan Gilmore stands out as a dynamic entrepreneur in the tech sector. He has led several successful startups that harness emerging technologies to disrupt traditional markets. His extensive experience includes guiding teams through complex product developments and fostering partnerships with industry leaders. Having cultivated expertise across software development and strategic growth initiatives, he brings valuable insights into market trends and customer needs. Recognized for his ability to drive scalable solutions, Gilmore continues to be an influential figure within the startup ecosystem, shaping its future through innovative ventures.
With a rich background in technology and innovation, Alan Gilmore stands out as a dynamic entrepreneur in the tech sector. He has led several successful startups that harness emerging technologies to disrupt traditional markets. His extensive experience includes guiding teams through complex product developments and fostering partnerships with industry leaders. Having cultivated expertise across software development and strategic growth initiatives, he brings valuable insights into market trends and customer needs. Recognized for his ability to drive scalable solutions, Gilmore continues to be an influential figure within the startup ecosystem, shaping its future through innovative ventures.
Investment Philosophy & Strategy
Opportunity arises from the intersection of technological advancement and consumer demand, a realm where Alan Gilmore thrives. His entrepreneurial endeavors center around leveraging innovation to create scalable solutions that resonate within competitive markets. By adopting an agile approach to startups, he remains adept at identifying disruptive technologies that can redefine sectors. This keen awareness is complemented by his operational acumen, enabling strategic decisions that optimize growth potential while fostering sustainable partnerships. As an advocate for transformative thinking in technology-driven environments, he continues to influence the trajectory of modern business through pioneering initiatives.
Opportunity arises from the intersection of technological advancement and consumer demand, a realm where Alan Gilmore thrives. His entrepreneurial endeavors center around leveraging innovation to create scalable solutions that resonate within competitive markets. By adopting an agile approach to startups, he remains adept at identifying disruptive technologies that can redefine sectors. This keen awareness is complemented by his operational acumen, enabling strategic decisions that optimize growth potential while fostering sustainable partnerships. As an advocate for transformative thinking in technology-driven environments, he continues to influence the trajectory of modern business through pioneering initiatives.
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:
58.64%
Gain +3.19%
Monthly
0.63%
Yearly
7.79%
Drawdown
18.26%
$265.59M
Equity
Holdings
$265.59M
Investment
$213.77M
$46.21M
Profit +$4.9M
Realized
-$5.61M
Unrealized
$51.82M
Dividends
$21.35M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.19%
Profit
$4.9M
Win %
84%
This Week
Compared To Last Week
Gain
1.78%
Profit
$4.65M
Win %
84%
This Month
Compared to last month
Gain
1.78%
Profit
$4.65M
Win %
84%
This Year
Compared to last year
Gain
1.18%
Profit
$3.08M
Win %
84%
GOOG Alphabet Inc
+6.88%
+$176,708.21 
GOOGL Alphabet Inc
+6.73%
+$140,572.32 
META Meta Platforms Inc Class A
+3.28%
+$43,227.58 
MSFT Microsoft Corp.
+3.02%
+$31,979.74 
NVDA NVIDIA Corporation
+2.93%
+$8,599.27 
GLW Corning Incorporated
+2.24%
+$4,902.54 
ECG Everus Construction Group, Inc.
+2.02%
+$5,159.28 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$32,341.64 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$37,005.53 
VUG Vanguard Growth ETF
+1.1%
+$7,756.2 
URI United Rentals, Inc.
+0.99%
+$2,019.7 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$2,561.98 
IBM International Business Machines Corporation
+0.86%
+$2,880.25 
TSLA Tesla, Inc.
+0.76%
+$7,719.49 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,815.29 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,568.25 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$57,821.7 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,789.12 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$3,352.9 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$2,333.59 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$101,200.93 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$15,158.16 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$18,060.29 
CAIE Calamos Autocallable Income ETF
+0.56%
+$2,510.85 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.56%
+$1,129.44 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$4,473.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,649 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$35,898.15 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,212.9 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$49,893.62 
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.3%
+$916.55 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$824.93 
JPM JPMorgan Chase & Co.
+0.27%
+$583.74 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$19,459.98 
DELL Dell Technologies Inc.
+0.14%
+$562.8 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$8,305.92 
WM Waste Management, Inc.
+0.1%
+$200.42 
AFL Aflac Inc.
+0.09%
+$266.64 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$4,744.26 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$6,811.7 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$4,734.76 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$189.46 
HIMU
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$162,445 
IBIT iShares Bitcoin Trust
-2.89%
-$40,962.64 
ABBV AbbVie Inc.
-2.51%
-$6,282.37 
UAL United Airlines Holdings, Inc.
-1.8%
-$3,804.38 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,769.91 
INTC Intel Corporation
-1.02%
-$1,481.49 
VHT Vanguard Health Care ETF
-0.76%
-$4,202.62 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,780.92 
DUK Duke Energy Corporation
-0.67%
-$3,018.96 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$1,379.84 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$7,489.42 
VNQ Vanguard Real Estate ETF
-0.54%
-$43,443.54 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$46,940.5 
DFIV Dimensional International Value ETF
-0.47%
-$56,862 
AVDE Avantis International Equity ETF
-0.46%
-$4,764.06 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$849.55 
ABNB Airbnb, Inc.
-0.37%
-$5,846.98 
VTV Vanguard Value ETF
-0.27%
-$576.42 
IMCB iShares Morningstar Mid-Cap ETF
-0.26%
-$1,370.25 
COST Costco Wholesale Corporation
-0.24%
-$512.99 
VB Vanguard Small-Cap ETF
-0.22%
-$25,405.93 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$7,687.7 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$988.8 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$31,969.95 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$1,073.88 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$26,657.16 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$320.16 
MUB iShares National Muni Bond ETF
-0.11%
-$282.72 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$267.52 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$674.56 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$259.35 
JPIE JPMorgan Income ETF
-0.09%
-$8,984.6 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$185.08 
VO Vanguard Mid-Cap ETF
-0.05%
-$7,991.28 Events
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Dividends
Dividend Analysis
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| Trades 941 | Longs Won 608/941 64% | Profit Factor 3.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $240,604.52 |
| Average Win $102,471.52 | Best Trade (Aug 10) $3.09M | Sharpe Ratio -9.15 |
| Average Loss -$48,198.76 | Worst Trade (Jun 30) -$717,611.9 | Z-Score 3.29 (99.9%) |
| Commissions $0 | Avg. Trade Length 1y 6m 5d | Expectancy $49,107.24 |
| 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 | 5,525 | 4,972 | 4,420 | 3,867 | 3,315 | 2,762 | 2,210 | 1,657 | 1,105 | 552 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Alan Gilmore?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Equity Premium Income Fund - $3.14M, PIMCO Multisector Bond Active ETF - $1.92M, Vanguard Intermediate-Term Corporate Bond Fund - $1.85M, SPDR Portfolio High Yield Bond ETF - $1.38M, and First Trust TCW Unconstrained Plus Bond ETF - $1.22M. 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: Materials Select Sector SPDR Fund - $735,973.59, Vanguard Small-Cap Growth ETF - $606,835.8, iShares Preferred and Income Securities ETF - $593,126.22, SPDR S&P 600 Small Cap Value ETF - $421,167.27, and WisdomTree Emerging Markets ex-State-Owned Enterprises Fund - $394,551.37. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alan Gilmore's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.35M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $3.76M, PIMCO Multisector Bond Active ETF - $1.86M, Vanguard Intermediate-Term Corporate Bond Fund - $1.85M, SPDR Portfolio High Yield Bond ETF - $1.47M, and PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - $1.08M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alan Gilmore's monthly returns?
Alan Gilmore's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Alan Gilmore's strategy be considered aggressive or moderate?
Alan Gilmore's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Alan Gilmore's strategy?
Alan Gilmore'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.
