PETER KRUSSEL Portfolio
Invests via Southland Equity Partners LLC | Managed by Eric Antrobius, Peter Krussel
Invests via Southland Equity Partners LLC
Managed by Eric Antrobius, Peter Krussel
Automatically Tracked
PETER KRUSSEL Profile
Veteran private equity investor focused on mid-market buyouts and operational value creation, PETER KRUSSEL combines deal sourcing, portfolio oversight and board-level transformation to drive exits and EBITDA expansion. Experience spans sector-specialist investing, operational turnarounds and capital structure optimization. Regularly engages with management teams on strategic execution, governance and M&A to maximize investor returns.
Veteran private equity investor focused on mid-market buyouts and operational value creation, PETER KRUSSEL combines deal sourcing, portfolio oversight and board-level transformation to drive exits and EBITDA expansion. Experience spans sector-specialist investing, operational turnarounds and capital structure optimization. Regularly engages with management teams on strategic execution, governance and M&A to maximize investor returns.
Investment Philosophy & Strategy
Seasoned mid‑market private equity investor emphasizing operationally-led buyouts and EBITDA expansion. Prioritizes concentrated, control-oriented investments where active governance, management alignment and hands-on transformation unlock multiple expansion. Capital allocation favors firms with stable cash generation, clear cost and growth levers, and strategic M&A optionality. Investment horizon typically 3–7 years with value creation milestones tied to margin improvement, working capital optimization and selective add‑ons. Risk discipline centers on conservative leverage, staged capital deployment and board-level oversight to de-risk exits.
Seasoned mid‑market private equity investor emphasizing operationally-led buyouts and EBITDA expansion. Prioritizes concentrated, control-oriented investments where active governance, management alignment and hands-on transformation unlock multiple expansion. Capital allocation favors firms with stable cash generation, clear cost and growth levers, and strategic M&A optionality. Investment horizon typically 3–7 years with value creation milestones tied to margin improvement, working capital optimization and selective add‑ons. Risk discipline centers on conservative leverage, staged capital deployment and board-level oversight 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:
91.68%
Gain -0.51%
Monthly
1.15%
Yearly
14.77%
Drawdown
22.33%
$581.31M
Equity
Holdings
$581.31M
Investment
$425.3M
$181.78M
Profit -$1.61M
Realized
$25.77M
Unrealized
$156M
Dividends
$29.85M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$1.61M
Win %
77%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$741,699.92
Win %
77%
This Month
Compared to last month
Gain
-0.28%
Profit
-$1.61M
Win %
77%
This Year
Compared to last year
Gain
1.86%
Profit
$10.61M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$868,228.88 
GOOG Alphabet Inc
+6.88%
+$286,964.21 
QQQU Direxion Daily Magnificent 7 Bull 2X Shares
+6.85%
+$27,253.98 
GOOGL Alphabet Inc
+6.73%
+$85,700.58 
TT Trane Technologies plc
+3.33%
+$6,161.4 
META Meta Platforms Inc Class A
+3.28%
+$17,803.75 
MSFT Microsoft Corp.
+3.02%
+$166,926.6 
NVDA NVIDIA Corporation
+2.93%
+$137,085.85 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$218,061.74 
CVX Chevron Corporation
+2.35%
+$79,633.36 
MRVL Marvell Technology, Inc.
+2.32%
+$3,667.86 
GLW Corning Incorporated
+2.24%
+$7,617.42 
CSCO Cisco Systems, Inc.
+2.14%
+$19,136.25 
NESR National Energy Services Reunited Corp.
+1.97%
+$10,739.56 
OKE ONEOK, Inc.
+1.95%
+$5,592.36 
TSCO Tractor Supply Company
+1.85%
+$7,029.68 
ORCL Oracle Corporation
+1.81%
+$6,133.05 
KMI Kinder Morgan, Inc.
+1.64%
+$4,003.48 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$4,177.9 
VZ Verizon Communications Inc.
+1.52%
+$28,086.1 
LMT Lockheed Martin Corporation
+1.5%
+$7,896.45 
NOC Northrop Grumman Corporation
+1.43%
+$3,402.98 
GE General Electric Company
+1.42%
+$7,238.17 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$9,308.94 
KLAC KLA Corporation
+1.38%
+$4,698.65 
TGS Transportadora de Gas del Sur S.A.
+1.3%
+$10,599.32 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$2,789.64 
CMCSA Comcast Corp
+1.23%
+$2,379.45 
COP ConocoPhillips
+1.22%
+$5,188.1 
WFC Wells Fargo & Company
+1.19%
+$4,539 
AMAT Applied Materials, Inc.
+1.18%
+$10,130.33 
ITW Illinois Tool Works Inc.
+1.15%
+$2,655.25 
VUG Vanguard Growth ETF
+1.1%
+$16,075.05 
JPEF JPMorgan Equity Focus ETF
+1.05%
+$12,891.12 
XLE Energy Select Sector SPDR Fund
+1%
+$3,117.56 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$5,493.04 
TTE TotalEnergies SE
+0.95%
+$2,291.63 
UNP Union Pacific Corporation
+0.92%
+$2,627.29 
AMLP Alerian MLP ETF
+0.89%
+$2,178.05 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$58,664.88 
IBM International Business Machines Corporation
+0.86%
+$4,045.34 
FFLC Fidelity Large Cap Core Fund
+0.86%
+$3,057.5 
GEV GE Vernova Inc.
+0.85%
+$4,844.73 
MCD McDonald's Corporation
+0.82%
+$44,057.4 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,998.6 
EMR Emerson Electric Co.
+0.79%
+$2,375.36 
TSLA Tesla, Inc.
+0.76%
+$16,458.5 
MPC Marathon Petroleum Corporation
+0.76%
+$3,852.7 
BJUL Innovator U.S. Equity Buffer ETF
+0.74%
+$2,608.8 
STT State Street Corp
+0.73%
+$1,851.87 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,860.84 
VOO Vanguard S&P 500 ETF
+0.71%
+$42,131.69 
JANU AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.7%
+$1,655.86 
CAT Caterpillar Inc.
+0.7%
+$6,055.55 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$2,688.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$5,150.7 
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF
+0.67%
+$1,165.09 
PLTR Palantir Technologies Inc.
+0.65%
+$3,274.39 
CGGR Capital Group Growth ETF
+0.65%
+$1,297.75 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$55,957.32 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$1,177.79 
CGDV Capital Group Dividend Value ETF
+0.63%
+$14,334.4 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.62%
+$1,722.01 
PTNQ Pacer Trendpilot 100 ETF
+0.62%
+$6,199.6 
MAYU AllianzIM U.S. Buffered Flex 15 Uncapped May Fund
+0.6%
+$6,954.83 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$1,915.2 
MO Altria Group, Inc.
+0.57%
+$3,320.85 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$4,407.15 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.56%
+$18,314.01 
PCEF Invesco CEF Income Composite ETF
+0.55%
+$2,053.61 
BAPR Innovator U.S. Equity Buffer ETF
+0.55%
+$9,056.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,892.68 
PSX Phillips 66
+0.51%
+$4,257.28 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.49%
+$10,655.48 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$13,163.76 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.48%
+$13,144.66 
JNEU AllianzIM U.S. Large Cap Buffer10 Jun Invtrl ETF
+0.48%
+$1,395.1 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$2,542.32 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,371.11 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.46%
+$17,630.2 
OHI Omega Healthcare Investors Inc.
+0.46%
+$2,315.41 
DDTN Innovator Equity Dual Directional 10 Buffer ETF – November
+0.45%
+$5,452.93 
DDTF Innovator Equity Dual Directional 10 Buffer ETF - February
+0.44%
+$7,106.58 
DDTD Innovator Equity Dual Directional 10 Buffer ETF - December
+0.44%
+$1,960.83 
CSX CSX Corporation
+0.42%
+$1,708.35 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$28,533.78 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
+0.41%
+$1,010.16 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$13,636.65 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$2,731.06 
DDTM Innovator Equity Dual Directional 10 Buffer ETF - March
+0.4%
+$1,307.6 
SFLR Innovator Equity Managed Floor ETF
+0.39%
+$45,671.1 
RTX RTX Corporation
+0.39%
+$1,281.84 
VLO Valero Energy Corporation
+0.38%
+$1,606.5 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
+0.37%
+$2,760.15 
AVGO Broadcom Inc.
+0.37%
+$4,829.76 
PG Procter & Gamble Co
+0.37%
+$21,913.91 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$24,380.88 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$15,116.91 
BAC Bank of America Corporation
+0.36%
+$2,218.04 
UJAN Innovator U.S. Equity Ultra Fund
+0.35%
+$2,211.36 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$25,093.7 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$1,236.2 
DDTL Innovator Equity Dual Directional 10 Buffer ETF - July
+0.34%
+$11,594.4 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$801.74 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,041.96 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
+0.33%
+$725.4 
DDTJ Innovator Equity Dual Directional 10 Buffer ETF - January
+0.32%
+$2,271.88 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$13,307.1 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$59,692 
MMTM SPDR S&P 1500 Momentum Tilt ETF
+0.32%
+$1,977.6 
GD General Dynamics Corporation
+0.32%
+$1,627.48 
MRK Merck & Co., Inc.
+0.32%
+$883.16 
SMH VanEck Semiconductor ETF
+0.3%
+$513.45 
DDTA Innovator Equity Daily 10 Buffer ETF April
+0.29%
+$2,380.08 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$9,283.22 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$11,323.52 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$48,445.79 
JPM JPMorgan Chase & Co.
+0.27%
+$13,619.66 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.27%
+$25,126.75 
BUFF Innovator Laddered Allocation Fund
+0.27%
+$7,040.74 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$2,404.5 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$23,251.14 
NSEP Innovator G100 Power Buffer ETF - September
+0.26%
+$2,583.92 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
+0.23%
+$8,493.2 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,252.81 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$6,522.37 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$3,080 
SO The Southern Company
+0.21%
+$858.6 
FLAO AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF
+0.21%
+$4,748.7 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$3,494.32 
JNJ Johnson & Johnson
+0.21%
+$10,890.97 
ADI Analog Devices, Inc.
+0.2%
+$458.05 
CMI Cummins Inc.
+0.19%
+$503.87 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
+0.19%
+$3,610.37 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$60,645.15 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$42,370.92 
USB U.S. Bancorp
+0.17%
+$454.73 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$414.42 
T AT&T Inc.
+0.17%
+$1,084.6 
MS Morgan Stanley
+0.17%
+$715.68 
MMM 3M Company
+0.12%
+$357.2 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$10,275.45 
FTSL First Trust Senior Loan ETF
+0.11%
+$235.1 
DDTZ Innovator Equity Dual Directional 10 Buffer ETF - June
+0.1%
+$481.92 
ISRG Intuitive Surgical, Inc.
+0.1%
+$186.47 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$1,145.7 
WM Waste Management, Inc.
+0.1%
+$415.58 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,323.09 
WMT Walmart Inc.
+0.09%
+$604.41 
ABT Abbott Laboratories
+0.09%
+$763.56 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.09%
+$724.2 
SOXX iShares Semiconductor ETF
+0.07%
+$428.77 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.06%
+$534.42 
AEP American Electric Power Company, Inc.
+0.06%
+$340.83 
DDFA Innovator Equity Dual Directional 15 Buffer ETF - April
+0.05%
+$312.09 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.04%
+$1,649.22 
DIS The Walt Disney Company
+0.03%
+$145.47 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$926.9 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$49.72 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$5,610.17 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 DDTO
DDTO
0%
$0 ZOCT
ZOCT
0%
$0 DDFS
DDFS
0%
$0 DDTS
DDTS
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$35,383.81 
AAPL Apple Inc.
-7.35%
-$2.96M 
EIX Edison International
-6.81%
-$51,981.28 
MU Micron Technology, Inc.
-5.9%
-$11,255.33 
SII Sprott Inc.
-3.43%
-$18,398.81 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$5,430.94 
XBI SPDR S&P Biotech ETF
-2.94%
-$6,100.97 
QCOM QUALCOMM Incorporated
-2.63%
-$15,453.31 
ABBV AbbVie Inc.
-2.51%
-$182,725.74 
BMA Banco Macro S.A. American Depositary Receipt
-2.47%
-$12,572.68 
VAW Vanguard Materials ETF
-2.38%
-$33,378.21 
YUM Yum! Brands, Inc.
-2.37%
-$21,163.08 
SLV iShares Silver Trust
-2.13%
-$7,097.64 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,827.23 
IRM Iron Mountain Inc.
-1.86%
-$6,628.24 
FXZ First Trust Materials AlphaDEX Fund
-1.69%
-$3,368.64 
UNH UnitedHealth Group Incorporated
-1.68%
-$7,465.93 
URA Global X Uranium ETF
-1.64%
-$7,835.1 
LRCX Lam Research Corporation
-1.58%
-$2,227.81 
GLD SPDR Gold Shares
-1.49%
-$13,437.4 
NVS Novartis AG Sponsored ADR
-1.45%
-$8,718.07 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,760.11 
NNN NNN REIT, Inc.
-1.29%
-$32,687.64 
DWX SPDR S&P International Dividend ETF
-1.26%
-$3,695.38 
CLX The Clorox Company
-1.24%
-$6,289.2 
HSY The Hershey Company
-1.23%
-$2,507 
MDLZ Mondelez International, Inc.
-1.22%
-$6,275.52 
NEE NextEra Energy, Inc.
-1.15%
-$10,552.48 
OMC Omnicom Group Inc.
-1.14%
-$3,455.27 
DE Deere & Company
-1.13%
-$4,154.79 
PKG Packaging Corporation of America
-1.12%
-$3,147.12 
TXN Texas Instruments Inc
-1.08%
-$2,878.08 
CTAS Cintas Corporation
-1.04%
-$9,884.11 
INTC Intel Corporation
-1.02%
-$26,186.01 
KO The Coca-Cola Company
-1.02%
-$4,567.5 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$4,039.29 
UPS United Parcel Service, Inc.
-1%
-$3,323.25 
PPL PPL Corporation
-0.98%
-$2,061.5 
XOM Exxon Mobil Corporation
-0.97%
-$23,773.14 
IPAC iShares Core MSCI Pacific ETF
-0.96%
-$3,124.8 
PID Invesco International Dividend Achievers ETF
-0.9%
-$11,024.37 
O Realty Income Corporation
-0.87%
-$27,456.8 
GILD Gilead Sciences Inc.
-0.81%
-$3,693.61 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$14,022.41 
KMB Kimberly-Clark Corporation
-0.8%
-$6,470.64 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$14,323.18 
CVS CVS Health Corporation
-0.75%
-$3,678.24 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$2,010.05 
TCAL T. Rowe Price Capital Appreciation Premium Income ETF
-0.74%
-$21,774.11 
ED Consolidated Edison, Inc.
-0.74%
-$2,636.55 
GSK GSK plc Sponsored ADR
-0.73%
-$1,697.46 
BLK BlackRock, Inc.
-0.73%
-$9,432.35 
MAR Marriott International Inc. - Class A
-0.71%
-$1,791.41 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,678.65 
DUK Duke Energy Corporation
-0.67%
-$4,044.6 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$11,473.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$19,752.99 
AMGN Amgen Inc.
-0.64%
-$3,516.65 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,544.55 
SYLD Cambria Shareholder Yield ETF
-0.62%
-$8,570.64 
PM Philip Morris International Inc.
-0.61%
-$10,059.41 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,539.46 
TAIL Cambria Tail Risk ETF
-0.57%
-$1,827.54 
SBUX Starbucks Corporation
-0.57%
-$2,389.8 
LLY Eli Lilly and Company
-0.53%
-$4,248.09 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.51%
-$2,431.95 
FTCS First Trust Capital Strength ETF
-0.51%
-$41,978.1 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,110.87 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$1,378.85 
WELL Welltower Inc.
-0.51%
-$4,583.88 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$932.26 
EUDG WisdomTree Europe Quality Dividend Growth Fund
-0.5%
-$2,086.33 
WBIY WBI Power Factor High Dividend ETF
-0.48%
-$1,746.28 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$1,482.42 
PEP PepsiCo, Inc.
-0.46%
-$9,205.76 
DVY iShares Select Dividend ETF
-0.45%
-$1,298.12 
NAC Nuveen California Quality Municipal Income Fund
-0.42%
-$9,222 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$8,606.5 
HD The Home Depot, Inc.
-0.42%
-$4,751.09 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$1,730.89 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.41%
-$852.88 
VGT Vanguard Information Technology ETF
-0.38%
-$4,537.36 
AXP American Express Company
-0.38%
-$773.42 
MDT Medtronic plc
-0.37%
-$881.6 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,857.43 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$3,618.84 
WBIG WBI BullBear Yield 3000 ETF
-0.37%
-$910.85 
IRT Independence Realty Trust Inc.
-0.36%
-$1,876.86 
FDVV Fidelity High Dividend ETF
-0.35%
-$1,228.48 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.35%
-$2,234.5 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$81,081.3 
CL Colgate-Palmolive Company
-0.33%
-$1,157.7 
PNW Pinnacle West Capital Corporation
-0.33%
-$778.47 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$703.26 
RY Royal Bank of Canada
-0.29%
-$785.69 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$7,150.15 
FXO First Trust Financials AlphaDEX Fund
-0.27%
-$1,470.98 
VTV Vanguard Value ETF
-0.27%
-$2,763.51 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$5,726.6 
BX Blackstone Inc.
-0.25%
-$1,393.95 
MFC Manulife Financial Corporation
-0.25%
-$745.69 
COST Costco Wholesale Corporation
-0.24%
-$1,967.61 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,026.75 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$2,221.4 
VB Vanguard Small-Cap ETF
-0.22%
-$1,993.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$806.94 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,364.54 
IQDY FlexShares International Quality Dividend Dynamic Index Fund
-0.21%
-$838.71 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$468.36 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$3,499.54 
KR Kroger Co.
-0.21%
-$879.24 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$944.7 
AWF AllianceBernstein Global High Income Fund Inc.
-0.2%
-$330.28 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$3,168 
EPD Enterprise Products Partners L.P.
-0.18%
-$732.91 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$8,079.48 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$626.05 
FITB Fifth Third Bancorp
-0.16%
-$543.6 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,944 
KORP American Century Diversified Corporate Bond ETF
-0.13%
-$1,344.6 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$263.58 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$578.4 
XLF Financial Select Sector SPDR Fund
-0.1%
-$491.22 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$810.45 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$255.9 
FCAL First Trust California Municipal Fund
-0.09%
-$1,355.81 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$1,375.2 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$560.32 
FMB First Trust Managed Municipal Fund
-0.08%
-$649.52 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$731.58 
CGBL Capital Group Core Balanced ETF
-0.05%
-$243.46 
CMF iShares California Muni Bond ETF
-0.05%
-$129.54 
VO Vanguard Mid-Cap ETF
-0.05%
-$690.56 
V Visa Inc. Class A
-0.04%
-$111.99 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$96.02 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.02%
-$111.98 
FLDR Fidelity Low Duration Bond ETF
-0.02%
-$78.67 Events
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Dividends
Dividend Analysis
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| Trades 4111 | Longs Won 2894/4111 70% | Profit Factor 13.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $369,923.08 |
| Average Win $67,887.35 | Best Trade (Sep 01) $17.34M | Sharpe Ratio -10.07 |
| Average Loss -$12,070.12 | Worst Trade (Jun 30) -$382,803.62 | Z-Score 13.51 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 1w | Expectancy $44,217.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 120,820 | $16.56M | $37.32M | - | $20.77M | 125.42% | -7.354% |
| ABBV AbbVie Inc. | 28,242 | $4.92M | $7.09M | - | $2.17M | 44.18% | -2.513% |
| ABT Abbott Laboratories | 8,484 | $926,376.31 | $896,758.8 | - | -$29,617.51 | -3.2% | +0.085% |
| ADI Analog Devices, Inc. | 619 | $245,669 | $227,426.79 | - | -$18,242.21 | -7.43% | +0.202% |
| AEP American Electric Power Company, Inc. | 4,869 | $483,752.63 | $622,501.65 | - | $138,749.02 | 28.68% | +0.055% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 21,186 | $529,861.86 | $540,666.72 | - | $10,804.86 | 2.04% | +0.472% |
| AIQ Global X Artificial Intelligence & Technology ETF | 6,181 | $219,317.64 | $363,999.09 | - | $144,681.45 | 65.97% | +0.341% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 2,283 | $174,454.55 | $267,225.16 | - | $92,770.61 | 53.18% | +1.588% |
| AMAT Applied Materials, Inc. | 1,717 | $312,164.22 | $871,669.41 | - | $559,505.19 | 179.23% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,280 | $185,606.3 | $609,471.99 | - | $423,865.69 | 228.37% | -1.904% |
| AMGN Amgen Inc. | 1,418 | $373,286.08 | $546,156.88 | - | $172,870.8 | 46.31% | -0.64% |
| AMLP Alerian MLP ETF | 4,445 | $211,413.42 | $245,897.4 | - | $34,483.98 | 16.31% | +0.894% |
| AMZN Amazon.com Inc | 24,064 | $4.19M | $6.54M | - | $2.34M | 55.91% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 123 | $244,701 | $200,367 | - | -$44,334 | -18.12% | -1.359% |
| AVGO Broadcom Inc. | 3,354 | $676,356.52 | $1.31M | - | $629,288.6 | 93.04% | +0.371% |
| AWF AllianceBernstein Global High Income Fund Inc. | 16,514 | $160,213.69 | $166,626.26 | - | $6,412.57 | 4% | -0.198% |
| AXP American Express Company | 609 | $205,867 | $204,776.25 | - | -$1,090.75 | -0.53% | -0.376% |
| BAC Bank of America Corporation | 10,082 | $330,829.11 | $624,579.9 | - | $293,750.79 | 88.79% | +0.356% |
| BAI iShares A.I. Innovation and Tech Active ETF | 4,530 | $238,822 | $187,270.2 | - | -$51,551.8 | -21.59% | +0.633% |
| BALT Inn Defined Wealth Shield Mutual Fund | 6,907 | $236,703 | $237,877.08 | - | $1,174.08 | 0.5% | +0.175% |
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FAQ
Which stocks have generated the highest profits for PETER KRUSSEL?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $4.33M, First Trust Morningstar Dividend Leaders Index Fund - $3.8M, PIMCO Active Bond Exchange-Traded Fund - $3.23M, Innovator U.S. Equity Power Buffer ETF - October - $2.6M, and Apple Inc - $2.48M. 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: First Trust Dow Jones Internet Index Fund - $502,484.4, The Walt Disney Company - $319,837.54, First Trust International Equity Opportunities Fund - $228,955.92, Renaissance IPO ETF - $217,774.65, and ARK Innovation ETF Fund - $178,623.87. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does PETER KRUSSEL's portfolio generate?
The portfolio generates substantial dividend income, with a total of $29.85M earned over time. The largest contributors to dividend income include First Trust Morningstar Dividend Leaders Index Fund - $3.68M, PIMCO Active Bond Exchange-Traded Fund - $3.6M, Schwab U.S. Dividend Equity ETF - $1.35M, VANGUARD FTSE DEVELOPED MARKETS ETF - $881,785.85, and Procter & Gamble Co - $798,185.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are PETER KRUSSEL's monthly returns?
PETER KRUSSEL'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 PETER KRUSSEL's strategy be considered aggressive or moderate?
PETER KRUSSEL'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 PETER KRUSSEL's strategy?
PETER KRUSSEL'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.
