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:
101.85%
Gain -0.3%
Monthly
1.14%
Yearly
14.53%
Drawdown
22.34%
$589.7M
Equity
Holdings
$589.7M
Investment
$434.47M
$181.94M
Profit -$810,808.79
Realized
$26.71M
Unrealized
$155.23M
Dividends
$31.38M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$810,808.79
Win %
76%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$316,178.29
Win %
76%
This Month
Compared to last month
Gain
1.26%
Profit
$7.36M
Win %
76%
This Year
Compared to last year
Gain
1.19%
Profit
$6.95M
Win %
75%
KMI Kinder Morgan, Inc.
+2.83%
+$7,128.45 
TTE TotalEnergies SE
+2.73%
+$6,110.5 
OVLY Oak Valley Bancorp
+2.47%
+$107,078.3 
COP ConocoPhillips
+2.47%
+$12,117 
LMT Lockheed Martin Corporation
+2.42%
+$11,822.93 
NOC Northrop Grumman Corporation
+2.36%
+$5,298.2 
RTX RTX Corporation
+2.31%
+$5,810.4 
PEP PepsiCo, Inc.
+2.1%
+$38,696.4 
PM Philip Morris International Inc.
+2.08%
+$35,479.63 
AEP American Electric Power Company, Inc.
+1.96%
+$11,880.36 
CVX Chevron Corporation
+1.85%
+$70,976.07 
SO The Southern Company
+1.79%
+$6,788.8 
XLE Energy Select Sector SPDR Fund
+1.72%
+$6,289.48 
MDLZ Mondelez International, Inc.
+1.71%
+$8,831.16 
USB U.S. Bancorp
+1.7%
+$4,026.75 
DUK Duke Energy Corporation
+1.58%
+$9,057.84 
PNW Pinnacle West Capital Corporation
+1.55%
+$8,650.5 
ED Consolidated Edison, Inc.
+1.53%
+$5,547.02 
JPM JPMorgan Chase & Co.
+1.46%
+$70,225.29 
XOM Exxon Mobil Corporation
+1.45%
+$39,408.26 
GE General Electric Company
+1.44%
+$5,873.28 
EPD Enterprise Products Partners L.P.
+1.43%
+$5,355.51 
WFC Wells Fargo & Company
+1.41%
+$5,214.69 
KO The Coca-Cola Company
+1.39%
+$6,534.4 
GD General Dynamics Corporation
+1.29%
+$5,859.45 
MO Altria Group, Inc.
+1.27%
+$8,028.54 
COST Costco Wholesale Corporation
+1.25%
+$10,552.99 
PSX Phillips 66
+1.24%
+$14,133.84 
PNC The PNC Financial Services Group, Inc.
+1.22%
+$3,134.96 
NEE NextEra Energy, Inc.
+1.22%
+$10,077.5 
XLU Utilities Select Sector SPDR Fund
+1.21%
+$3,949.61 
MAR Marriott International Inc. - Class A
+1.2%
+$3,140.03 
GSK GSK plc Sponsored ADR
+1.16%
+$2,431.05 
MRK Merck & Co., Inc.
+1.13%
+$3,537.48 
PKG Packaging Corporation of America
+1.03%
+$2,705.48 
WBIY WBI Power Factor High Dividend ETF
+1.01%
+$3,479.76 
HD The Home Depot, Inc.
+0.99%
+$10,488.98 
VZ Verizon Communications Inc.
+0.98%
+$17,381.29 
TXN Texas Instruments Inc
+0.97%
+$2,578.5 
PG Procter & Gamble Co
+0.96%
+$61,827.07 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.96%
+$285,766.53 
LLY Eli Lilly and Company
+0.9%
+$7,293.01 
BLK BlackRock, Inc.
+0.89%
+$11,753.42 
O Realty Income Corporation
+0.89%
+$24,187.68 
AAPL Apple Inc.
+0.85%
+$351,290.88 
KR Kroger Co.
+0.84%
+$3,900.27 
ADI Analog Devices, Inc.
+0.84%
+$2,179.19 
CL Colgate-Palmolive Company
+0.79%
+$2,827.29 
GRMN Garmin Ltd.
+0.78%
+$1,580.64 
AMLP Alerian MLP ETF
+0.77%
+$1,778 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$183,802.43 
ABBV AbbVie Inc.
+0.72%
+$57,213.8 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$29,931.92 
DVY iShares Select Dividend ETF
+0.67%
+$1,891.62 
MFC Manulife Financial Corporation
+0.65%
+$1,930.87 
DIS The Walt Disney Company
+0.63%
+$3,332 
EIX Edison International
+0.59%
+$2,368.74 
CLX The Clorox Company
+0.59%
+$2,696.37 
JNJ Johnson & Johnson
+0.59%
+$30,966 
V Visa Inc. Class A
+0.59%
+$1,861.93 
RY Royal Bank of Canada
+0.58%
+$1,467.19 
GEV GE Vernova Inc.
+0.58%
+$2,162.7 
BRK-B Berkshire Hathaway Inc.
+0.57%
+$38,623.46 
T AT&T Inc.
+0.57%
+$3,649.59 
BAC Bank of America Corporation
+0.57%
+$2,787.45 
WMT Walmart Inc.
+0.56%
+$3,981.12 
EUDG WisdomTree Europe Quality Dividend Growth Fund
+0.56%
+$2,212.34 
FITB Fifth Third Bancorp
+0.55%
+$1,647.8 
VLO Valero Energy Corporation
+0.54%
+$3,239.04 
NVS Novartis AG Sponsored ADR
+0.51%
+$2,721.95 
FTCS First Trust Capital Strength ETF
+0.48%
+$38,646.69 
KMB Kimberly-Clark Corporation
+0.45%
+$3,431.24 
PFE Pfizer Inc.
+0.44%
+$1,277.12 
XLF Financial Select Sector SPDR Fund
+0.42%
+$1,876.34 
DGRO iShares Core Dividend Growth ETF
+0.38%
+$10,764 
IVLU iShares MSCI International Value Factor ETF
+0.38%
+$929.12 
TCAL T. Rowe Price Capital Appreciation Premium Income ETF
+0.36%
+$10,988.57 
IQLT iShares MSCI International Quality Factor ETF
+0.36%
+$6,152.22 
TGS Transportadora de Gas del Sur S.A.
+0.35%
+$2,326.68 
VYMI Vanguard International High Dividend Yield Index Fund
+0.34%
+$730.1 
DON WisdomTree U.S. MidCap Dividend Fund
+0.33%
+$5,023.49 
TSCO Tractor Supply Company
+0.33%
+$1,404.92 
JANU AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.32%
+$703.79 
MPC Marathon Petroleum Corporation
+0.31%
+$2,371.09 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$3,455.97 
FXO First Trust Financials AlphaDEX Fund
+0.3%
+$1,552.68 
VTV Vanguard Value ETF
+0.29%
+$3,030.95 
MAYU AllianzIM U.S. Buffered Flex 15 Uncapped May Fund
+0.29%
+$3,443 
AMGN Amgen Inc.
+0.28%
+$1,725.69 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.28%
+$792.3 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.28%
+$4,652.21 
DDTM Innovator Equity Dual Directional 10 Buffer ETF - March
+0.27%
+$898.98 
DDTN Innovator Equity Dual Directional 10 Buffer ETF – November
+0.26%
+$3,259.91 
MCD McDonald's Corporation
+0.25%
+$12,213.28 
DDTJ Innovator Equity Dual Directional 10 Buffer ETF - January
+0.25%
+$1,810.51 
WM Waste Management, Inc.
+0.24%
+$1,022.38 
JNEU AllianzIM U.S. Large Cap Buffer10 Jun Invtrl ETF
+0.24%
+$710.88 
FDVV Fidelity High Dividend ETF
+0.21%
+$673.4 
PID Invesco International Dividend Achievers ETF
+0.2%
+$2,357.59 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.19%
+$3,524 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+0.19%
+$1,107.25 
IRM Iron Mountain Inc.
+0.18%
+$562.2 
DWX SPDR S&P International Dividend ETF
+0.17%
+$472.88 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
+0.16%
+$5,945.24 
IPAC iShares Core MSCI Pacific ETF
+0.15%
+$503.36 
DDTA Innovator Equity Daily 10 Buffer ETF April
+0.14%
+$1,158.27 
SYLD Cambria Shareholder Yield ETF
+0.14%
+$1,888.76 
NSEP Innovator G100 Power Buffer ETF - September
+0.14%
+$1,593.42 
MS Morgan Stanley
+0.14%
+$432.16 
NNN NNN REIT, Inc.
+0.13%
+$2,900.81 
SBUX Starbucks Corporation
+0.12%
+$465.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$1,571.84 
VIG Vanguard Dividend Appreciation ETF
+0.11%
+$514.8 
GDX VanEck Gold Miners ETF
+0.1%
+$1,080.58 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$391.6 
IRT Independence Realty Trust Inc.
+0.1%
+$469.21 
CVS CVS Health Corporation
+0.09%
+$397.8 
IMTM iShares MSCI International Momentum Factor ETF
+0.08%
+$1,258.56 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
+0.07%
+$515.23 
OHI Omega Healthcare Investors Inc.
+0.07%
+$302.01 
SPIP SPDR Portfolio TIPS ETF
+0.06%
+$130.17 
FLDR Fidelity Low Duration Bond ETF
+0.06%
+$233.31 
ABT Abbott Laboratories
+0.06%
+$513.24 
TAIL Cambria Tail Risk ETF
+0.05%
+$150.4 
CAT Caterpillar Inc.
+0.04%
+$298.52 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.04%
+$1,919.36 
JEPI JPMorgan Equity Premium Income Fund
+0.04%
+$97.72 
NVDA NVIDIA Corporation
+0.03%
+$1,700.79 
FTSM First Trust Enhanced Short Maturity Fund
+0.02%
+$39.99 
CTAS Cintas Corporation
+0.02%
+$156.26 
FCAL First Trust California Municipal Fund
+0.01%
+$102.11 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FTSL First Trust Senior Loan ETF
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IDMO Invesco S&P International Developed Momentum ETF
0%
$0 
IQDY FlexShares International Quality Dividend Dynamic Index Fund
0%
$0 DDTO
DDTO
0%
$0 ZOCT
ZOCT
0%
$0 DDFS
DDFS
0%
$0 DDTS
DDTS
0%
$0 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
0%
$0 
DDTZ Innovator Equity Dual Directional 10 Buffer ETF - June
0%
$0 OKE
OKE
0%
$0 DDTG
DDTG
0%
$0 
PLTR Palantir Technologies Inc.
-6.54%
-$61,931.64 
ARKG ARK Genomic Revolution ETF
-4.55%
-$23,154.88 
INTC Intel Corporation
-3.92%
-$109,537.12 
ORCL Oracle Corporation
-3.71%
-$16,641.65 
MU Micron Technology, Inc.
-3.62%
-$8,133.75 
AMD Advanced Micro Devices, Inc.
-3.38%
-$23,901.65 
XBI SPDR S&P Biotech ETF
-3.25%
-$7,679.99 
GLW Corning Incorporated
-3.11%
-$12,646.27 
AVGO Broadcom Inc.
-3.06%
-$33,958.53 
MRVL Marvell Technology, Inc.
-2.99%
-$6,916.77 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.87%
-$547,414.66 
FDN First Trust Dow Jones Internet Index Fund
-2.67%
-$248,118.78 
AMAT Applied Materials, Inc.
-2.53%
-$18,556.58 
META Meta Platforms Inc Class A
-2.52%
-$17,632.39 
XNTK SPDR NYSE Technology ETF
-2.46%
-$12,096 
AIQ Global X Artificial Intelligence & Technology ETF
-2.43%
-$9,210.22 
KLAC KLA Corporation
-2.35%
-$7,790.02 
IGM iShares Expanded Tech Sector ETF
-2.31%
-$16,783.05 
VRT Vertiv Holdings Co
-2.09%
-$4,189.17 
XLK State Street Technology Select Sector SPDR ETF
-1.98%
-$12,963.75 
VBK Vanguard Small-Cap Growth ETF
-1.93%
-$35,672.12 
MSFT Microsoft Corp.
-1.92%
-$128,112.66 
MTUM iShares MSCI USA Momentum Factor ETF
-1.9%
-$77,811.58 
VGT Vanguard Information Technology ETF
-1.87%
-$24,290.03 
CSCO Cisco Systems, Inc.
-1.71%
-$15,152.8 
SPCX Space Exploration Technologies Corp. Class A
-1.71%
-$17,187.3 
GOOGL Alphabet Inc
-1.69%
-$27,794.73 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.69%
-$7,001.66 
PTNQ Pacer Trendpilot 100 ETF
-1.61%
-$17,032.8 
GOOG Alphabet Inc
-1.59%
-$68,817.15 
QQQM Invesco NASDAQ 100 ETF
-1.56%
-$6,490.36 
QQQ Invesco QQQ Trust, Series 1
-1.54%
-$141,885 
TSLA Tesla, Inc.
-1.54%
-$37,151.64 
DE Deere & Company
-1.53%
-$5,830.7 
CGGR Capital Group Growth ETF
-1.51%
-$3,306.24 
SII Sprott Inc.
-1.42%
-$8,093.47 
SPMO Invesco S&P 500 Momentum ETF
-1.39%
-$47,154.37 
TMO Thermo Fisher Scientific Inc.
-1.39%
-$3,158.82 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.36%
-$4,638.37 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.28%
-$3,047.06 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.26%
-$10,063.89 
VUG Vanguard Growth ETF
-1.25%
-$18,867.52 
MAGS Roundhill Magnificent Seven Fund
-1.23%
-$6,339.28 
XSMO Invesco S&P SmallCap Momentum ETF
-1.22%
-$10,907.33 
UNH UnitedHealth Group Incorporated
-1.21%
-$4,654.51 
STT State Street Corp
-1.18%
-$2,742.25 
VOOG Vanguard S&P 500 Growth ETF
-1.17%
-$8,238 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.17%
-$40,797.54 
VTWO Vanguard Russell 2000 ETF
-1.16%
-$22,843.25 
QCOM QUALCOMM Incorporated
-1.09%
-$7,581.56 
BX Blackstone Inc.
-1.04%
-$4,933.85 
AMZN Amazon.com Inc
-1.02%
-$64,431.01 
VWO Vanguard FTSE Emerging Markets ETF
-0.99%
-$25,396.6 
NJUL Innovator Growth 100 Power Buffer ETF
-0.95%
-$6,526.85 
VB Vanguard Small-Cap ETF
-0.95%
-$8,056.23 
XMMO Invesco S&P MidCap Momentum ETF
-0.9%
-$24,722.11 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.78%
-$1,792.15 
UPS United Parcel Service, Inc.
-0.78%
-$2,422.88 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.76%
-$54,139.8 
JPEF JPMorgan Equity Focus ETF
-0.74%
-$9,389.6 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.72%
-$6,632.67 
IBM International Business Machines Corporation
-0.71%
-$3,506.49 
MDT Medtronic plc
-0.7%
-$1,856.57 
MMTM SPDR S&P 1500 Momentum Tilt ETF
-0.69%
-$4,346.6 
PCEF Invesco CEF Income Composite ETF
-0.65%
-$2,333.62 
EMR Emerson Electric Co.
-0.64%
-$1,943.71 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$5,850.74 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$3,273.33 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$1,870.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.58%
-$4,470.55 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$3,017.92 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.58%
-$1,413.99 
YUM Yum! Brands, Inc.
-0.58%
-$4,957.26 
VOO Vanguard S&P 500 ETF
-0.57%
-$34,484.71 
XMHQ Invesco S&P MidCap Quality ETF
-0.55%
-$5,422.41 
OMC Omnicom Group Inc.
-0.55%
-$1,666.28 
GILD Gilead Sciences Inc.
-0.51%
-$2,806.23 
SFLR Innovator Equity Managed Floor ETF
-0.51%
-$57,696.2 
FFLC Fidelity Large Cap Core Fund
-0.47%
-$2,746.24 
WBIG WBI BullBear Yield 3000 ETF
-0.45%
-$1,140.46 
CGDV Capital Group Dividend Value ETF
-0.45%
-$11,077.88 
UNP Union Pacific Corporation
-0.44%
-$1,154.55 
CSX CSX Corporation
-0.44%
-$1,686.03 
MMM 3M Company
-0.43%
-$1,224.72 
SLV iShares Silver Trust
-0.43%
-$1,379.03 
VO Vanguard Mid-Cap ETF
-0.41%
-$5,676.66 
BLV Vanguard Long-Term Bond ETF
-0.4%
-$1,149.54 
BJUL Innovator U.S. Equity Buffer ETF
-0.39%
-$1,425.06 
CGBL Capital Group Core Balanced ETF
-0.38%
-$1,681.96 
VPL Vanguard FTSE Pacific ETF
-0.37%
-$1,551.85 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.35%
-$14,436.74 
BUFF Innovator Laddered Allocation Fund
-0.35%
-$9,635.28 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.33%
-$4,666.74 
USMV iShares MSCI USA Min Vol Factor ETF
-0.33%
-$4,834.83 
GLD SPDR Gold Shares
-0.32%
-$2,928.61 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.31%
-$22,784.07 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
-0.28%
-$5,457.61 
VEU Vanguard FTSE All-World ex-US ETF
-0.28%
-$1,008.09 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.27%
-$1,293.27 
BNDX Vanguard Total International Bond ETF
-0.27%
-$2,222.75 
BUFR FT Vestladder Buffer ETF-USD I
-0.27%
-$12,510 
MOAT VanEck Morningstar Wide Moat Fund
-0.26%
-$1,473.45 
NAC Nuveen California Quality Municipal Income Fund
-0.25%
-$4,648.5 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.24%
-$23,207.98 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.23%
-$577.07 
RSP Invesco S&P 500 Equal Weight ETF
-0.23%
-$829.57 
FLAO AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF
-0.23%
-$5,144.43 
DDTL Innovator Equity Dual Directional 10 Buffer ETF - July
-0.22%
-$9,011.9 
AWF AllianceBernstein Global High Income Fund Inc.
-0.21%
-$330.28 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.2%
-$46,784.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.2%
-$429.82 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.19%
-$895.84 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.19%
-$7,292.15 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.19%
-$17,386.8 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.19%
-$5,309.17 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.19%
-$1,788.88 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.18%
-$790.97 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.18%
-$6,777.81 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.18%
-$682.16 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.17%
-$3,872.56 
NVO Novo Nordisk A/S Sponsored ADR
-0.17%
-$507.85 
GS The Goldman Sachs Group, Inc.
-0.17%
-$690.91 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.16%
-$847.44 
RDVI FT Vest Rising Dividend Achievers Fund
-0.16%
-$618.93 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$1,857.6 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
-0.15%
-$340.38 
DDTF Innovator Equity Dual Directional 10 Buffer ETF - February
-0.14%
-$2,526.36 
RDVY First Trust Rising Dividend Achievers ETF
-0.14%
-$6,151.64 
DDTD Innovator Equity Dual Directional 10 Buffer ETF - December
-0.13%
-$594.81 
UJAN Innovator U.S. Equity Ultra Fund
-0.13%
-$829.26 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.12%
-$8,499.65 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.12%
-$2,161.95 
CMF iShares California Muni Bond ETF
-0.11%
-$259.08 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.1%
-$2,987.4 
BAPR Innovator U.S. Equity Buffer ETF
-0.1%
-$1,666.83 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.1%
-$18,403.15 
BALT Inn Defined Wealth Shield Mutual Fund
-0.1%
-$4,078.68 
XLV Health Care Select Sector SPDR Fund
-0.1%
-$445.4 
FMB First Trust Managed Municipal Fund
-0.08%
-$649.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$567.32 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.05%
-$16,631.58 
DDFA Innovator Equity Dual Directional 15 Buffer ETF - April
-0.05%
-$312.09 
LMBS First Trust Low Duration Opportunities ETF
-0.04%
-$402.86 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.04%
-$92.98 
WELL Welltower Inc.
-0.02%
-$206.41 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.02%
-$2,105.38 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$59.3 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 4359 | Longs Won 3032/4359 69% | Profit Factor 11.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $385,537.35 |
| Average Win $65,612.75 | Best Trade (Oct 16) $19.55M | Sharpe Ratio -10.02 |
| Average Loss -$12,806.33 | Worst Trade (Oct 15) -$786,529.87 | Z-Score 23.95 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3w | Expectancy $41,739.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 121,344 | $16.73M | $41.85M | - | $25.12M | 150.14% | +0.846% |
| ABBV AbbVie Inc. | 28,184 | $4.91M | $8.04M | - | $3.14M | 63.86% | +0.716% |
| ABT Abbott Laboratories | 8,554 | $933,294.7 | $895,945.96 | - | -$37,348.74 | -4% | +0.057% |
| ADI Analog Devices, Inc. | 640 | $253,995.86 | $260,707.2 | - | $6,711.34 | 2.64% | +0.843% |
| AEP American Electric Power Company, Inc. | 4,869 | $483,752.63 | $617,048.37 | - | $133,295.74 | 27.55% | +1.963% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 21,186 | $529,861.86 | $531,768.6 | - | $1,906.74 | 0.36% | -0.159% |
| AIQ Global X Artificial Intelligence & Technology ETF | 5,904 | $209,910.72 | $369,177.12 | - | $159,266.4 | 75.87% | -2.434% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 2,283 | $174,454.55 | $227,443.87 | - | $52,989.32 | 30.37% | -0.782% |
| AMAT Applied Materials, Inc. | 1,704 | $310,056.8 | $714,180.48 | - | $404,123.68 | 130.34% | -2.533% |
| AMD Advanced Micro Devices, Inc. | 1,256 | $182,200.7 | $682,259.2 | - | $500,058.5 | 274.45% | -3.385% |
| AMGN Amgen Inc. | 1,403 | $369,658.78 | $610,669.78 | - | $241,011 | 65.2% | +0.283% |
| AMLP Alerian MLP ETF | 4,445 | $211,413.42 | $232,517.95 | - | $21,104.53 | 9.98% | +0.771% |
| AMZN Amazon.com Inc | 24,829 | $4.38M | $6.26M | - | $1.88M | 42.87% | -1.019% |
| ARKG ARK Genomic Revolution ETF | 10,337 | $560,472 | $485,839 | - | -$74,633 | -13.32% | -4.549% |
| AVGO Broadcom Inc. | 3,228 | $662,291.77 | $1.08M | - | $415,246.91 | 62.7% | -3.055% |
| AWF AllianceBernstein Global High Income Fund Inc. | 16,514 | $160,213.69 | $158,451.83 | - | -$1,761.86 | -1.1% | -0.208% |
| BAC Bank of America Corporation | 9,449 | $312,668.69 | $491,300.75 | - | $178,632.06 | 57.13% | +0.571% |
| BALT Inn Defined Wealth Shield Mutual Fund | 120,315 | $4.2M | $4.21M | - | $13,852.86 | 0.33% | -0.097% |
| BAPR Innovator U.S. Equity Buffer ETF | 30,306 | $986,871.1 | $1.66M | - | $676,776.77 | 68.58% | -0.1% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 47,984 | $4.85M | $4.84M | - | -$12,256.69 | -0.25% | +0.04% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $4.38M, First Trust Morningstar Dividend Leaders Index Fund - $4.08M, PIMCO Active Bond Exchange-Traded Fund - $3.28M, Innovator U.S. Equity Power Buffer ETF - October - $2.67M, 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 - $319,069.41, 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 $31.38M earned over time. The largest contributors to dividend income include First Trust Morningstar Dividend Leaders Index Fund - $3.97M, PIMCO Active Bond Exchange-Traded Fund - $3.71M, Schwab U.S. Dividend Equity ETF - $1.54M, VANGUARD FTSE DEVELOPED MARKETS ETF - $889,245.82, 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.
2026 © Marketlog. All Rights Reserved.
