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:
62.2%
Gain -0.48%
Monthly
0.56%
Yearly
6.87%
Drawdown
18.26%
$261.5M
Equity
Holdings
$261.5M
Investment
$213.77M
$42.12M
Profit -$604,186.86
Realized
-$5.61M
Unrealized
$47.73M
Dividends
$22.58M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$604,186.86
Win %
77%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$604,186.86
Win %
77%
This Month
Compared to last month
Gain
-0.14%
Profit
-$369,286.66
Win %
77%
This Year
Compared to last year
Gain
-0.38%
Profit
-$1M
Win %
78%
TSLA Tesla, Inc.
+4.89%
+$56,621.04 
ECG Everus Construction Group, Inc.
+4.51%
+$11,188.8 
DELL Dell Technologies Inc.
+3.19%
+$17,351.33 
URI United Rentals, Inc.
+3.12%
+$6,131.3 
ASML ASML Holding N.V. New York Registry Shares
+2.96%
+$8,992.99 
INTC Intel Corporation
+2.43%
+$4,651.56 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.95%
+$36,052.92 
NVDA NVIDIA Corporation
+1.79%
+$6,234.84 
GLW Corning Incorporated
+1.71%
+$4,433.32 
GOOG Alphabet Inc
+1.6%
+$41,311.41 
GOOGL Alphabet Inc
+1.52%
+$32,093.28 
AVEM Avantis Emerging Markets Equity ETF
+1.09%
+$95,056.82 
QQQ Invesco QQQ Trust, Series 1
+1%
+$25,362.61 
IBIT iShares Bitcoin Trust
+0.99%
+$18,355.9 
QQQM Invesco NASDAQ 100 ETF
+0.98%
+$89,116.65 
VUG Vanguard Growth ETF
+0.97%
+$7,339.2 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.96%
+$2,374.56 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.95%
+$5,966 
IJH iShares Core S&P Mid-Cap ETF
+0.95%
+$5,818.08 
MDY SPDR S&P MidCap 400 ETF Trust
+0.94%
+$2,285.28 
DDOG Datadog, Inc. Class A Common Stock
+0.93%
+$33,617.53 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.92%
+$25,061.83 
SCHA Schwab U.S. Small-Cap ETF
+0.9%
+$1,927.83 
ESGE iShares ESG Aware MSCI EM ETF
+0.86%
+$2,534.72 
META Meta Platforms Inc Class A
+0.81%
+$14,437.73 
VB Vanguard Small-Cap ETF
+0.8%
+$88,346.02 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.76%
+$1,670.9 
AVDE Avantis International Equity ETF
+0.69%
+$7,032.66 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.68%
+$3,273.96 
VNQ Vanguard Real Estate ETF
+0.68%
+$49,075.11 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$2,425.35 
CAIE Calamos Autocallable Income ETF
+0.68%
+$3,013.02 
AVUV Avantis U.S. Small Cap Value ETF
+0.68%
+$95,879.13 
ICF iShares Cohen & Steers Realty Majors ETF
+0.63%
+$7,785.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.63%
+$2,014.5 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.63%
+$3,180.19 
ABNB Airbnb, Inc.
+0.6%
+$10,127.77 
DUK Duke Energy Corporation
+0.6%
+$2,443.92 
SPY SPDR S&P 500 ETF Trust
+0.6%
+$4,976.73 
IVV iShares Core S&P 500 ETF
+0.59%
+$6,033.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.59%
+$90,909.31 
VOO Vanguard S&P 500 ETF
+0.59%
+$7,263.56 
SCHB Schwab U.S. Broad Market ETF
+0.58%
+$18,060.29 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.54%
+$1,141.6 
AVDV Avantis International Small Cap Value ETF
+0.49%
+$50,226.33 
IMCB iShares Morningstar Mid-Cap ETF
+0.49%
+$2,548.66 
VYM Vanguard High Dividend Yield ETF
+0.42%
+$1,146.69 
MSFT Microsoft Corp.
+0.4%
+$4,860.36 
MTUM iShares MSCI USA Momentum Factor ETF
+0.4%
+$1,287.68 
DFIV Dimensional International Value ETF
+0.38%
+$44,226 
JMUB JPMorgan Municipal Bond ETF
+0.37%
+$851.2 
VTEB Vanguard Tax-Exempt Bond ETF
+0.35%
+$855.86 
MUB iShares National Muni Bond ETF
+0.34%
+$812.82 
AAPL Apple Inc.
+0.33%
+$7,188.12 
VO Vanguard Mid-Cap ETF
+0.32%
+$50,944.41 
BUFR FT Vestladder Buffer ETF-USD I
+0.31%
+$27,521.92 
JQUA JPMorgan U.S. Quality Factor ETF
+0.25%
+$14,628.14 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$2,718 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.23%
+$508.97 
JEPI JPMorgan Equity Premium Income Fund
+0.21%
+$30,198.77 
UAL United Airlines Holdings, Inc.
+0.2%
+$375.32 
SPHY SPDR Portfolio High Yield Bond ETF
+0.18%
+$27,246.8 
BRK-A Berkshire Hathaway Inc.
+0.16%
+$1,171.53 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.13%
+$1,034.8 
COST Costco Wholesale Corporation
+0.07%
+$141.75 
JPIE JPMorgan Income ETF
+0.07%
+$6,715.99 
AVLV Avantis U.S. Large Cap Value ETF
+0.06%
+$7,484.55 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.06%
+$1,042.03 
ABBV AbbVie Inc.
+0.05%
+$116.53 
VTV Vanguard Value ETF
+0.03%
+$58.62 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$569.84 
PYLD PIMCO Multisector Bond Active ETF
+0.02%
+$3,196.99 
CRBN iShares MSCI ACWI Low Carbon Target ETF
0%
$0 HIMU
HIMU
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 941 | Longs Won 585/941 62% | Profit Factor 3.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $241,792.36 |
| Average Win $103,059.65 | Best Trade (Aug 14) $3.14M | Sharpe Ratio -9.15 |
| Average Loss -$50,911.62 | Worst Trade (Oct 06) -$808,620.3 | Z-Score 0.75 (54.88%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 6d | Expectancy $44,763.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,128 | 4,615 | 4,103 | 3,590 | 3,077 | 2,564 | 2,051 | 1,538 | 1,026 | 513 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,625 | $1.46M | $2.2M | - | $732,836.32 | 50.1% | +0.328% |
| ABBV AbbVie Inc. | 971 | $211,182.79 | $252,508.55 | - | $41,325.76 | 19.57% | +0.046% |
| ABNB Airbnb, Inc. | 10,441 | $1.74M | $1.69M | - | -$52,580.58 | -3.03% | +0.604% |
 AFL Aflac Inc. | 2,222 | $198,682.11 | $245,742.09 | - | $47,059.98 | 23.69% | -0.526% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 17,673 | $2.23M | $1.88M | - | -$344,312.46 | -15.47% | +1.954% |
| ASML ASML Holding N.V. New York Registry Shares | 168 | $221,899.44 | $312,819.31 | - | $90,919.87 | 40.97% | +2.96% |
| AVDE Avantis International Equity ETF | 11,343 | $687,766.24 | $1.02M | - | $332,763.47 | 48.38% | +0.694% |
| AVDV Avantis International Small Cap Value ETF | 93,881 | $7.72M | $10.2M | - | $2.47M | 32.02% | +0.495% |
| AVEM Avantis Emerging Markets Equity ETF | 92,288 | $5.35M | $8.78M | - | $3.43M | 64.11% | +1.095% |
| AVLV Avantis U.S. Large Cap Value ETF | 149,691 | $9.14M | $13.66M | - | $4.51M | 49.35% | +0.055% |
| AVUV Avantis U.S. Small Cap Value ETF | 118,369 | $9.42M | $14.19M | - | $4.77M | 50.62% | +0.68% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,441.6 | $752,916.53 | - | -$45,525.07 | -5.7% | +0.156% |
| BRK-B Berkshire Hathaway Inc. | 2,265 | $1.04M | $1.14M | - | $93,095.77 | 8.92% | +0.24% |
| BUFR FT Vestladder Buffer ETF-USD I | 239,321 | $6.58M | $9.01M | - | $2.42M | 36.79% | +0.307% |
| CAIE Calamos Autocallable Income ETF | 16,739 | $435,602.16 | $445,006.31 | - | $9,404.15 | 2.16% | +0.682% |
| COST Costco Wholesale Corporation | 225 | $224,196.75 | $206,003.25 | - | -$18,193.5 | -8.11% | +0.069% |
| CRBN iShares MSCI ACWI Low Carbon Target ETF | 1,206 | $261,041.54 | $303,622.55 | - | $42,581.01 | 16.31% | 0.0 |
| DDOG Datadog, Inc. Class A Common Stock | 13,030 | $1.21M | $3.64M | - | $2.43M | 201.4% | +0.933% |
| DELL Dell Technologies Inc. | 1,005 | $433,617.29 | $561,800.02 | - | $128,182.73 | 29.56% | +3.187% |
| DFIV Dimensional International Value ETF | 210,600 | $7.33M | $11.65M | - | $4.32M | 58.99% | +0.381% |
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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 - $3.24M, PIMCO Multisector Bond Active ETF - $2.1M, Vanguard Intermediate-Term Corporate Bond Fund - $2.01M, SPDR Portfolio High Yield Bond ETF - $1.57M, 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 $22.58M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $3.86M, PIMCO Multisector Bond Active ETF - $2.04M, Vanguard Intermediate-Term Corporate Bond Fund - $2M, SPDR Portfolio High Yield Bond ETF - $1.66M, 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.
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