DH
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:
33.58%
Gain +1.19%
Monthly
0.48%
Yearly
5.88%
Drawdown
14.08%
$354.82M
Equity
Holdings
$354.82M
Investment
$267.6M
$95.48M
Profit +$4.9M
Realized
$8.26M
Unrealized
$87.22M
Dividends
$19.08M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.19%
Profit
$4.9M
Win %
76%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$3.38M
Win %
76%
This Month
Compared to last month
Gain
-1.17%
Profit
-$4.2M
Win %
76%
This Year
Compared to last year
Gain
4.99%
Profit
$17.4M
Win %
75%
MU Micron Technology, Inc.
+11%
+$125,450.71 
SOXX iShares Semiconductor ETF
+8.36%
+$62,716.49 
AMD Advanced Micro Devices, Inc.
+8.13%
+$585,378.56 
BURU Nuburu Inc.
+7.51%
+$218.44 
QCOM QUALCOMM Incorporated
+6.44%
+$107,146.24 
HON Honeywell International Inc.
+6.22%
+$100,620.8 
NXPI NXP Semiconductors N.V.
+6.03%
+$208,207.32 
BA Boeing Company
+5.76%
+$67,704.84 
SLV iShares Silver Trust
+5.72%
+$34,811.7 
AMGN Amgen Inc.
+5.31%
+$73,190.22 
XME SPDR S&P Metals & Mining ETF
+5.2%
+$40,522.95 
UPS United Parcel Service, Inc.
+5.11%
+$59,209.92 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.07%
+$42,133.77 
ADI Analog Devices, Inc.
+4.95%
+$325,203.83 
ETN Eaton Corporation plc
+4.91%
+$281,800.23 
GEV GE Vernova Inc.
+4.87%
+$195,972.42 
CAT Caterpillar Inc.
+4.61%
+$47,182.24 
TSLA Tesla, Inc.
+4.48%
+$10,698.34 
LMT Lockheed Martin Corporation
+4.41%
+$30,779.61 
AIRR First Trust RBA American Industrial Renaissance ETF
+4.26%
+$25,307.97 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.21%
+$16,084.11 
HII Huntington Ingalls Industries Inc.
+3.81%
+$5,851.62 
XLK State Street Technology Select Sector SPDR ETF
+3.78%
+$25,052.52 
RTX RTX Corporation
+3.69%
+$26,815.7 
AVGO Broadcom Inc.
+3.64%
+$241,636.97 
CMI Cummins Inc.
+3.62%
+$165,722.82 
ROBO ROBO Global Robotics & Automation Index ETF
+3.52%
+$10,250.8 
EMR Emerson Electric Co.
+3.49%
+$45,251.75 
DRI Darden Restaurants, Inc.
+3.47%
+$112,162.22 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$319,708.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.32%
+$83,594.66 
BAR GraniteShares Gold Trust
+3.16%
+$11,032.49 
SLYG SPDR S&P 600 Small Cap Growth ETF
+2.96%
+$14,940.8 
IWM iShares Russell 2000 ETF
+2.92%
+$114,460.67 
IBB iShares Biotechnology ETF
+2.87%
+$8,001.58 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+2.79%
+$43,351.16 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+2.79%
+$9,118.7 
RDVY First Trust Rising Dividend Achievers ETF
+2.72%
+$32,096.86 
QYLG Global X Nasdaq 100 Covered Call Growth ETF
+2.65%
+$8,725.07 
RDVI FT Vest Rising Dividend Achievers Fund
+2.65%
+$11,805.56 
MS Morgan Stanley
+2.62%
+$96,443.48 
TT Trane Technologies plc
+2.61%
+$74,230.98 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.58%
+$7,011.15 
BMY Bristol-Myers Squibb Company
+2.55%
+$32,975.24 
GRMN Garmin Ltd.
+2.53%
+$6,739 
NVDA NVIDIA Corporation
+2.42%
+$80,781.6 
CMG Chipotle Mexican Grill, Inc.
+2.38%
+$44,250.37 
COF Capital One Financial Corporation
+2.38%
+$27,265.42 
HD The Home Depot, Inc.
+2.36%
+$117,710.4 
APH Amphenol Corporation
+2.34%
+$31,011.13 
CSCO Cisco Systems, Inc.
+2.34%
+$65,202.12 
LLY Eli Lilly and Company
+2.31%
+$174,973.9 
LOW Lowe's Companies Inc.
+2.22%
+$33,592.27 
QGRW WisdomTree U.S. Quality Growth Fund
+2.14%
+$65,166.01 
QYLD Global X Nasdaq 100 Covered Call ETF
+1.96%
+$6,351.8 
BBY Best Buy Co., Inc.
+1.93%
+$94,136.42 
NOC Northrop Grumman Corporation
+1.92%
+$34,091.17 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.9%
+$11,050.16 
TFC Truist Financial Corporation
+1.89%
+$21,408.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$10,243.34 
CEG Constellation Energy Corporation
+1.81%
+$33,315.62 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$84,301.57 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.75%
+$9,488.88 
IVV iShares Core S&P 500 ETF
+1.75%
+$12,997.35 
SMOT VanEck Morningstar SMID Moat ETF
+1.71%
+$12,564.6 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.68%
+$5,364.7 
MRK Merck & Co., Inc.
+1.62%
+$5,979.16 
OEF iShares S&P 100 ETF
+1.59%
+$12,091.25 
JXN Jackson Financial Inc.
+1.44%
+$4,948.02 
SBCF Seacoast Banking Corporation of Florida
+1.43%
+$4,342.8 
DE Deere & Company
+1.42%
+$4,651.57 
RECS Columbia Research Enhanced Core ETF
+1.41%
+$8,816.4 
AMZN Amazon.com Inc
+1.37%
+$53,771.25 
JPM JPMorgan Chase & Co.
+1.35%
+$107,240.38 
FITB Fifth Third Bancorp
+1.33%
+$6,239.1 
FTGS First Trust Growth Strength ETF
+1.33%
+$38,538.54 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$29,349.1 
LIN Linde plc
+1.29%
+$15,890.3 
IBM International Business Machines Corporation
+1.26%
+$3,935.37 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.23%
+$3,706.97 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.2%
+$25,054.26 
AAPL Apple Inc.
+1.16%
+$96,076.27 
CGW Invesco S&P Global Water Index ETF
+1.14%
+$3,173.91 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.09%
+$18,577.11 
GCOW Pacer Global Cash Cows Dividend ETF
+1.08%
+$20,929.21 
VHT Vanguard Health Care ETF
+1.06%
+$2,288.39 
MMM 3M Company
+1.01%
+$2,371.56 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1%
+$17,546.5 
MCD McDonald's Corporation
+0.92%
+$12,318.85 
MOO VanEck Agribusiness ETF
+0.92%
+$1,771.45 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.91%
+$20,240 
DXCM DexCom, Inc.
+0.91%
+$20,802.56 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.89%
+$7,912.08 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.84%
+$2,291.88 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$11,433.76 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.77%
+$26,126.47 
APD Air Products and Chemicals, Inc.
+0.74%
+$34,729.37 
XLF Financial Select Sector SPDR Fund
+0.72%
+$2,967.75 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.71%
+$3,650.15 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
+0.7%
+$2,183.98 
UNP Union Pacific Corporation
+0.7%
+$35,927.78 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.69%
+$15,331.86 
SIXF AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
+0.69%
+$6,265.53 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
+0.67%
+$4,178.63 
GOOG Alphabet Inc
+0.64%
+$1,995.67 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.63%
+$10,434.12 
UFEB Innovator U.S. Equity Ultra ETF
+0.62%
+$5,987.37 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.62%
+$1,381.12 
ABT Abbott Laboratories
+0.62%
+$6,566.45 
DHS WisdomTree U.S. High Dividend Fund
+0.62%
+$2,420.68 
DURA VanEck Durable High Dividend ETF
+0.6%
+$2,570.97 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.59%
+$1,593.3 
GNOV FT Vest US Equity Moderate B Fund
+0.58%
+$22,419.84 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$8,650.4 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.57%
+$4,385.22 
PXJ Invesco Oil & Gas Services ETF
+0.56%
+$3,461.04 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
+0.53%
+$1,457.5 
FVD First Trust Value Line Dividend Index Fund
+0.47%
+$7,609.73 
UAUG Innovator U.S. Equity Ultra Fund
+0.47%
+$1,104.75 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.47%
+$1,338.48 
ZTS Zoetis Inc.
+0.37%
+$5,730 
VZ Verizon Communications Inc.
+0.36%
+$16,946.11 
GOOGL Alphabet Inc
+0.33%
+$14,819 
DJUL FT Vest US Equity Deep Buffer Fund
+0.32%
+$9,537.71 
QCJA FT Nasdaq-100 Conscious Buffered ETF - January
+0.31%
+$2,422.09 
ABBV AbbVie Inc.
+0.28%
+$13,528.96 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.27%
+$627.85 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.27%
+$7,297.56 
ZJAN Innovator Defined Wealth Shield ETF
+0.21%
+$734.02 
MDT Medtronic plc
+0.17%
+$3,250.1 
KMB Kimberly-Clark Corporation
+0.17%
+$1,733.2 
JNJ Johnson & Johnson
+0.15%
+$9,547.22 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.15%
+$819.3 
SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep ETF
+0.14%
+$694.83 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.11%
+$267.78 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$549.59 
CMCSA Comcast Corp
+0.06%
+$2,111.01 
STE STERIS plc
+0.05%
+$1,151.93 
DTE DTE Energy Company
+0.05%
+$190.54 
BALT Inn Defined Wealth Shield Mutual Fund
+0.04%
+$1,608.9 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.04%
+$1,983.75 
CASY Casey's General Stores Inc.
+0.04%
+$160.49 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$92.1 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$33.31 
AJUL
0%
$0 
AOCT
0%
$0 
AZN
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
JCI
0%
$0 
QCOC
0%
$0 
QMFE
0%
$0 
QMNV
0%
$0 
ZAUG Innovator Equity Protector ETF - August Series
0%
$0 
ORCL Oracle Corporation
-8.47%
-$71,550.96 
COP ConocoPhillips
-3.72%
-$8,995.82 
SPGI S&P Global Inc.
-2.85%
-$62,082.66 
XOM Exxon Mobil Corporation
-2.7%
-$10,787.42 
FANG Diamondback Energy Inc
-2.49%
-$81,736.9 
MO Altria Group, Inc.
-2.39%
-$10,246.25 
WM Waste Management, Inc.
-2.31%
-$38,520.18 
CRM Salesforce Inc
-2.16%
-$38,936.88 
CVX Chevron Corporation
-2%
-$36,039.11 
XLE Energy Select Sector SPDR Fund
-1.92%
-$7,387.52 
MSFT Microsoft Corp.
-1.72%
-$104,929.14 
ALL Allstate Corporation
-1.59%
-$46,393.92 
FIS Fidelity National Information Services, Inc.
-1.54%
-$38,119.8 
IQV IQVIA Holdings Inc.
-1.37%
-$36,090.06 
PM Philip Morris International Inc.
-1.21%
-$2,715.06 
MPC Marathon Petroleum Corporation
-1.17%
-$76,713.56 
CCI Crown Castle Inc.
-1.13%
-$12,983.89 
SNPS Synopsys, Inc.
-1.07%
-$25,808.6 
V Visa Inc. Class A
-0.99%
-$14,702.66 
KO The Coca-Cola Company
-0.97%
-$13,380.39 
CB Chubb Limited
-0.78%
-$42,495.02 
SYK Stryker Corporation
-0.75%
-$10,430.72 
ED Consolidated Edison, Inc.
-0.74%
-$3,193.51 
SO The Southern Company
-0.66%
-$1,574.79 
DUK Duke Energy Corporation
-0.62%
-$7,854.01 
META Meta Platforms Inc Class A
-0.47%
-$10,937.62 
ETR Entergy Corporation
-0.39%
-$14,752.01 
PG Procter & Gamble Co
-0.35%
-$5,560.39 
EW Edwards Lifesciences Corporation
-0.34%
-$9,607.41 
CME CME Group Inc.
-0.32%
-$14,621.1 
CDNS Cadence Design Systems, Inc.
-0.31%
-$9,743.72 
LVHB Innovator Lunt Low Vol/High Beta Tactical ETF
-0.31%
-$7,058.72 
PEP PepsiCo, Inc.
-0.25%
-$3,520.9 
WMT Walmart Inc.
-0.23%
-$14,061.6 
MSI Motorola Solutions, Inc.
-0.17%
-$7,765.95 
WELL Welltower Inc.
-0.14%
-$1,007.46 
TJX The TJX Companies, Inc.
-0.05%
-$925.52 
HDV iShares Core High Dividend ETF
-0.04%
-$90.85 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$253.23 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2875 | Longs Won 1641/2875 57% | Profit Factor 4.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $195,022.28 |
| Average Win $74,514.67 | Best Trade (Jun 11) $3.87M | Sharpe Ratio -7.94 |
| Average Loss -$21,713.36 | Worst Trade (Dec 30) -$1.12M | Z-Score 10.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1d | Expectancy $33,211.93 |
| 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 | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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