Daniel Hays Portfolio
Invests via Comprehensive Financial Consultants Institutional Inc. | Managed by Daniel Hays, David Hays
Invests via Comprehensive Financial Consultants Institutional Inc.
Managed by Daniel Hays, David Hays
Automatically Tracked
Daniel Hays Profile
Daniel Hays is a seasoned investment professional known for his extensive expertise in the real estate sector. With a robust career characterized by leadership roles in prominent investment firms, he has successfully overseen numerous high-profile property transactions and developments. His strong analytical skills and comprehensive understanding of market trends have enabled him to drive significant growth within organizations. He actively contributes to industry discussions and showcases thought leadership through various channels, underscoring his relevance in shaping the future of real estate investing.
Daniel Hays is a seasoned investment professional known for his extensive expertise in the real estate sector. With a robust career characterized by leadership roles in prominent investment firms, he has successfully overseen numerous high-profile property transactions and developments. His strong analytical skills and comprehensive understanding of market trends have enabled him to drive significant growth within organizations. He actively contributes to industry discussions and showcases thought leadership through various channels, underscoring his relevance in shaping the future of real estate investing.
Investment Philosophy & Strategy
Through a competitive lens, Daniel Hays excels at identifying transformative opportunities in the real estate landscape. His strategic mindset combines deep market insight with an entrepreneurial spirit, allowing him to pinpoint undervalued assets poised for growth. Capitalizing on his leadership experience within prominent investment firms, he is adept at navigating complex property transactions and maximizing returns through operational efficiency. Focused on leveraging emerging trends and fostering innovation, he aims to drive value creation while maintaining a keen eye on sector dynamics. This unique approach positions him as a key influencer in shaping future investment strategies.
Through a competitive lens, Daniel Hays excels at identifying transformative opportunities in the real estate landscape. His strategic mindset combines deep market insight with an entrepreneurial spirit, allowing him to pinpoint undervalued assets poised for growth. Capitalizing on his leadership experience within prominent investment firms, he is adept at navigating complex property transactions and maximizing returns through operational efficiency. Focused on leveraging emerging trends and fostering innovation, he aims to drive value creation while maintaining a keen eye on sector dynamics. This unique approach positions him as a key influencer in shaping future investment strategies.
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:
70.29%
Gain -0.08%
Monthly
1.03%
Yearly
13.11%
Drawdown
22.16%
$376.17M
Equity
Holdings
$376.17M
Investment
$282.19M
$105.99M
Profit -$408,863.27
Realized
$12.01M
Unrealized
$93.97M
Dividends
$19.93M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$408,863.27
Win %
75%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$374,168.44
Win %
75%
This Month
Compared to last month
Gain
0.52%
Profit
$1.95M
Win %
75%
This Year
Compared to last year
Gain
0.49%
Profit
$1.86M
Win %
74%
INTC Intel Corporation
+2.97%
+$8,395.14 
MSTR Strategy Inc.
+2.81%
+$15,213.66 
AMD Advanced Micro Devices, Inc.
+2.72%
+$127,372.49 
ETHA iShares Ethereum Trust
+2.7%
+$4,006.5 
AVGO Broadcom Inc.
+2.33%
+$149,022.2 
MSFT Microsoft Corp.
+1.88%
+$127,419.36 
GEV GE Vernova Inc.
+1.88%
+$71,896.7 
MU Micron Technology, Inc.
+1.86%
+$16,768.8 
GOOG Alphabet Inc
+1.68%
+$4,386.55 
GOOGL Alphabet Inc
+1.59%
+$62,118.6 
CRM Salesforce Inc
+1.52%
+$42,437.2 
ALL Allstate Corporation
+1.44%
+$48,934.8 
NOC Northrop Grumman Corporation
+1.15%
+$20,544.07 
CVX Chevron Corporation
+1.14%
+$22,607.62 
MPC Marathon Petroleum Corporation
+1.06%
+$80,661.9 
AMZN Amazon.com Inc
+0.94%
+$37,920.75 
SLV iShares Silver Trust
+0.91%
+$7,590 
WCLD WisdomTree Cloud Computing Fund
+0.91%
+$2,553.7 
XOM Exxon Mobil Corporation
+0.84%
+$3,261.2 
ABT Abbott Laboratories
+0.8%
+$11,208.01 
SOXX iShares Semiconductor ETF
+0.79%
+$4,786.67 
TJX The TJX Companies, Inc.
+0.79%
+$14,058.06 
CEG Constellation Energy Corporation
+0.74%
+$20,132.42 
XLE Energy Select Sector SPDR Fund
+0.72%
+$2,737.34 
V Visa Inc. Class A
+0.71%
+$12,925.75 
DUK Duke Energy Corporation
+0.68%
+$9,814.95 
NXPI NXP Semiconductors N.V.
+0.62%
+$18,909.06 
PXJ Invesco Oil & Gas Services ETF
+0.59%
+$3,461.04 
RTX RTX Corporation
+0.53%
+$4,149.32 
NNOV Innovator G-100 Power Buffer ETF - November
+0.45%
+$908.18 
CASY Casey's General Stores Inc.
+0.42%
+$1,720.44 
META Meta Platforms Inc Class A
+0.41%
+$12,916.55 
XLK State Street Technology Select Sector SPDR ETF
+0.38%
+$1,962.9 
CME CME Group Inc.
+0.36%
+$16,786 
QQQ Invesco QQQ Trust, Series 1
+0.35%
+$33,197.75 
QGRW WisdomTree U.S. Quality Growth Fund
+0.33%
+$10,689.42 
IBM International Business Machines Corporation
+0.31%
+$768.08 
WELL Welltower Inc.
+0.3%
+$2,501.28 
CDNS Cadence Design Systems, Inc.
+0.26%
+$7,069.45 
APD Air Products and Chemicals, Inc.
+0.25%
+$12,950.83 
KO The Coca-Cola Company
+0.2%
+$3,031.05 
SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep ETF
+0.19%
+$991.37 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
+0.16%
+$641.56 
FANG Diamondback Energy Inc
+0.11%
+$3,379.32 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.1%
+$4,772.85 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.1%
+$300.23 
FTGS First Trust Growth Strength ETF
+0.09%
+$2,788.7 
NVDA NVIDIA Corporation
+0.08%
+$3,100.3 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.07%
+$345.92 
CB Chubb Limited
+0.06%
+$3,250.6 
ZAUG Innovator Equity Protector ETF - August Series
+0.05%
+$126.54 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.04%
+$1,528.98 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
+0.04%
+$293.44 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.04%
+$93.34 
ETN Eaton Corporation plc
+0.03%
+$2,003.04 
KMB Kimberly-Clark Corporation
+0.03%
+$323.04 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.02%
+$61.09 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$45.97 
BUFF Innovator Laddered Allocation Fund
+0.02%
+$472.46 
OEF iShares S&P 100 ETF
+0.02%
+$108.43 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$179.97 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.01%
+$161.55 
AJUL
0%
$0 
AOCT
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
QCOC
0%
$0 
QMFE
0%
$0 
QMMY
0%
$0 
QMNV
0%
$0 
SPBX AllianzIM 6 Month Buffer10 Allocation ETF
0%
$0 
ZJUN
0%
$0 
BURU Nuburu Inc.
-39.21%
-$939.88 
HONA Honeywell Aerospace Inc.
-4.97%
-$41,513.22 
CMG Chipotle Mexican Grill, Inc.
-3.85%
-$111,398.05 
UPS United Parcel Service, Inc.
-3.84%
-$51,766 
ORCL Oracle Corporation
-3.22%
-$17,110.92 
TFC Truist Financial Corporation
-3.18%
-$42,114.06 
DELL Dell Technologies Inc.
-3.1%
-$7,914.15 
EMR Emerson Electric Co.
-2.77%
-$36,904.32 
AZN AstraZeneca PLC American Depositary Shares
-2.68%
-$36,187.12 
TSLA Tesla, Inc.
-2.59%
-$5,988.8 
DE Deere & Company
-2.38%
-$7,866.79 
DRI Darden Restaurants, Inc.
-2.32%
-$76,862.53 
LLY Eli Lilly and Company
-2.28%
-$188,671.51 
LOW Lowe's Companies Inc.
-2.24%
-$35,970.48 
MS Morgan Stanley
-2.24%
-$84,085.3 
MRK Merck & Co., Inc.
-2.18%
-$8,631.9 
BA Boeing Company
-2.05%
-$22,661.18 
CCI Crown Castle Inc.
-2%
-$20,487.86 
UNP Union Pacific Corporation
-1.97%
-$115,947.65 
JXN Jackson Financial Inc.
-1.9%
-$7,682.09 
CAT Caterpillar Inc.
-1.8%
-$17,371.6 
HD The Home Depot, Inc.
-1.68%
-$101,893.2 
PEP PepsiCo, Inc.
-1.62%
-$23,984.88 
DTE DTE Energy Company
-1.55%
-$6,246.99 
WMT Walmart Inc.
-1.47%
-$85,204.56 
AAPL Apple Inc.
-1.42%
-$133,402.28 
JNJ Johnson & Johnson
-1.39%
-$89,932.74 
SBCF Seacoast Banking Corporation of Florida
-1.39%
-$4,638.9 
GRMN Garmin Ltd.
-1.38%
-$3,961.75 
CMI Cummins Inc.
-1.31%
-$56,027.49 
IBB iShares Biotechnology ETF
-1.29%
-$3,845.42 
IRDM Iridium Communications Inc.
-1.28%
-$2,931 
SNPS Synopsys, Inc.
-1.16%
-$26,784.24 
ED Consolidated Edison, Inc.
-1.13%
-$5,101.59 
SCI Service Corporation International
-1.1%
-$47,315.82 
CGW Invesco S&P Global Water Index ETF
-1.09%
-$3,108.24 
STE STERIS plc
-1.04%
-$29,820.7 
ZTS Zoetis Inc.
-1.02%
-$38,575.68 
JCI Johnson Controls International plc
-1%
-$58,002 
O Realty Income Corporation
-0.99%
-$40,547.65 
FITB Fifth Third Bancorp
-0.98%
-$4,769.76 
XME SPDR S&P Metals & Mining ETF
-0.98%
-$7,552.09 
PH Parker-Hannifin Corporation
-0.97%
-$28,006.44 
BMY Bristol-Myers Squibb Company
-0.91%
-$13,074.69 
JPM JPMorgan Chase & Co.
-0.89%
-$79,062.1 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-0.88%
-$2,722.28 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.87%
-$4,944.9 
ETR Entergy Corporation
-0.8%
-$32,724.9 
PG Procter & Gamble Co
-0.79%
-$12,963.48 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.79%
-$2,577.54 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.76%
-$4,067.31 
QYLG Global X Nasdaq 100 Covered Call Growth ETF
-0.74%
-$3,267.78 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$16,552.2 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.73%
-$2,392.74 
ROBO ROBO Global Robotics & Automation Index ETF
-0.72%
-$2,050.16 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.71%
-$1,908.96 
DHS WisdomTree U.S. High Dividend Fund
-0.65%
-$2,616.07 
ABBV AbbVie Inc.
-0.63%
-$35,316.42 
PM Philip Morris International Inc.
-0.63%
-$1,491.93 
IQV IQVIA Holdings Inc.
-0.62%
-$20,791.14 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.62%
-$10,441.58 
COF Capital One Financial Corporation
-0.61%
-$8,369.23 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.61%
-$1,607.2 
VIG Vanguard Dividend Appreciation ETF
-0.6%
-$12,721.28 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.6%
-$16,512.09 
MSI Motorola Solutions, Inc.
-0.59%
-$28,875.48 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.59%
-$3,178.56 
TT Trane Technologies plc
-0.58%
-$17,417.4 
AMGN Amgen Inc.
-0.58%
-$8,688.46 
SMOT VanEck Morningstar SMID Moat ETF
-0.57%
-$4,240.64 
BTI British American Tobacco p.l.c. ADR
-0.56%
-$1,188.25 
EW Edwards Lifesciences Corporation
-0.55%
-$16,345.23 
SO The Southern Company
-0.54%
-$1,295.4 
QCOM QUALCOMM Incorporated
-0.52%
-$6,509.46 
FVD First Trust Value Line Dividend Index Fund
-0.51%
-$8,783.22 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.5%
-$4,171.44 
CSCO Cisco Systems, Inc.
-0.49%
-$11,839.85 
BBY Best Buy Co., Inc.
-0.48%
-$26,383.91 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.47%
-$2,589.89 
HDV iShares Core High Dividend ETF
-0.44%
-$958.12 
SPGI S&P Global Inc.
-0.43%
-$12,577.32 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.43%
-$951.2 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.42%
-$2,172.96 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.4%
-$820.62 
GCOW Pacer Global Cash Cows Dividend ETF
-0.39%
-$7,705.6 
RDVY First Trust Rising Dividend Achievers ETF
-0.39%
-$4,938.92 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.38%
-$799.76 
IWM iShares Russell 2000 ETF
-0.38%
-$15,381.13 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.36%
-$6,485.31 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.36%
-$2,582.58 
ESN Essential 40 Stock ETF
-0.35%
-$5,104.89 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.35%
-$8,865.01 
QCJA FT Nasdaq-100 Conscious Buffered ETF - January
-0.34%
-$2,971.76 
RDVI FT Vest Rising Dividend Achievers Fund
-0.33%
-$1,536.34 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.31%
-$2,382.12 
SIXF AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
-0.29%
-$2,943.3 
RECS Columbia Research Enhanced Core ETF
-0.28%
-$2,113.25 
COWZ Pacer US Cash Cows 100 ETF
-0.26%
-$3,666.73 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.26%
-$772.74 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.25%
-$2,059.31 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
-0.23%
-$641.3 
MMM 3M Company
-0.23%
-$555.37 
ADI Analog Devices, Inc.
-0.22%
-$12,780.99 
MCD McDonald's Corporation
-0.2%
-$3,212.61 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
-0.19%
-$1,780.83 
UJUN Innovator U.S. Equity Ultra Fund
-0.18%
-$859.95 
DURA VanEck Durable High Dividend ETF
-0.17%
-$717.3 
SYK Stryker Corporation
-0.16%
-$2,285.92 
DJUL FT Vest US Equity Deep Buffer Fund
-0.15%
-$4,397.77 
VZ Verizon Communications Inc.
-0.15%
-$7,034.36 
DJUN FT VEST US Equity Deep Buffer Fund
-0.14%
-$473.27 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.12%
-$244.2 
WM Waste Management, Inc.
-0.11%
-$2,104.92 
APH Amphenol Corporation
-0.11%
-$1,481.2 
BAR GraniteShares Gold Trust
-0.1%
-$347.48 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$571.67 
MO Altria Group, Inc.
-0.09%
-$409.85 
LMT Lockheed Martin Corporation
-0.09%
-$624.63 
MOAT VanEck Morningstar Wide Moat Fund
-0.09%
-$768.15 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$3,872.69 
LIN Linde plc
-0.07%
-$924.12 
ZMAR Inovatr E D Prct ETF - 1 MAR
-0.06%
-$148.61 
USMV iShares MSCI USA Min Vol Factor ETF
-0.05%
-$769.65 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.04%
-$631.86 
IVV iShares Core S&P 500 ETF
-0.04%
-$292.04 
UFEB Innovator U.S. Equity Ultra ETF
-0.04%
-$345.29 
ZJAN Innovator Defined Wealth Shield ETF
-0.04%
-$122.74 
BALT Inn Defined Wealth Shield Mutual Fund
-0.03%
-$1,124.86 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$42.77 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.02%
-$456.79 
GNOV FT Vest US Equity Moderate B Fund
-0.01%
-$563.67 Events
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Dividends
Dividend Analysis
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| Trades 3054 | Longs Won 1753/3054 57% | Profit Factor 4.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $205,729.72 |
| Average Win $75,819.24 | Best Trade (Jul 22) $4.75M | Sharpe Ratio -110.41 |
| Average Loss -$20,695.3 | Worst Trade (Dec 30) -$1.12M | Z-Score -1.26 (79.39%) |
| Commissions $0 | Avg. Trade Length 1y 9m 4d | Expectancy $34,704.18 |
| 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 | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Daniel Hays?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $2.97M, Broadcom Inc - $2.58M, Marathon Petroleum Corporation - $1.75M, JPMorgan Chase & Co - $1.58M, and Meta Platforms Inc Class A - $1.29M. 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: Fidelity National Information Services, Inc - $1.53M, The Estée Lauder Companies Inc. Class A - $1.49M, Comcast Corp - $1.25M, Invesco QQQ Trust, Series 1 - $864,738.53, and Devon Energy Corporation - $786,204.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Hays's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.93M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $943,706.84, Best Buy Co., Inc - $710,037.8, CME Group Inc - $683,843.75, JPMorgan Chase & Co - $609,488.1, and Johnson & Johnson - $500,401.97. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Hays's monthly returns?
Daniel Hays'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 Daniel Hays's strategy be considered aggressive or moderate?
Daniel Hays'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 Daniel Hays's strategy?
Daniel Hays'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.
