FLP
Financial Life Planners Portfolio
Invests via Financial Life Planners | Managed by Gina Giachetti Wight, William Matthew Fick Jr.
Invests via Financial Life Planners
Managed by Gina Giachetti Wight, William Matthew Fick Jr.
Automatically Tracked
Company Profile
Independent advisory firm specializing in holistic retirement and wealth-planning solutions for individuals and small institutions, Financial Life Planners offers fiduciary financial planning, investment advisory and retirement-income design. The firm targets high-net-worth and pre-retiree households, using model-based portfolios and fee-based recurring revenue. Positioned as a boutique planner, it competes on personalized client service, retirement tax planning and comprehensive cash-flow forecasting to drive client retention and AUM growth.
Independent advisory firm specializing in holistic retirement and wealth-planning solutions for individuals and small institutions, Financial Life Planners offers fiduciary financial planning, investment advisory and retirement-income design. The firm targets high-net-worth and pre-retiree households, using model-based portfolios and fee-based recurring revenue. Positioned as a boutique planner, it competes on personalized client service, retirement tax planning and comprehensive cash-flow forecasting to drive client retention and AUM growth.
Investment Philosophy & Strategy
Adopts a retirement-first, fiduciary investment approach that prioritizes income sustainability, downside protection and tax-aware asset placement. Portfolios are model-driven with core-satellite diversification combining low-cost passive exposures and active income or tax-advantaged sleeves tailored to pre-retiree and high-net-worth cash‑flow needs. Emphasizes time-horizon matching, liability-aware glidepaths and withdrawal-rate stress testing to preserve capital across distribution phases. Risk discipline centers on drawdown control, liquidity for near-term liabilities and fee transparency; business strategy leans boutique, client-retention oriented and growth through recurring advisory fees and customized retirement solutions.
Adopts a retirement-first, fiduciary investment approach that prioritizes income sustainability, downside protection and tax-aware asset placement. Portfolios are model-driven with core-satellite diversification combining low-cost passive exposures and active income or tax-advantaged sleeves tailored to pre-retiree and high-net-worth cash‑flow needs. Emphasizes time-horizon matching, liability-aware glidepaths and withdrawal-rate stress testing to preserve capital across distribution phases. Risk discipline centers on drawdown control, liquidity for near-term liabilities and fee transparency; business strategy leans boutique, client-retention oriented and growth through recurring advisory fees and customized retirement solutions.
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:
25.78%
Gain +0.45%
Monthly
1.15%
Yearly
14.71%
Drawdown
19.54%
$160.03M
Equity
Holdings
$160.03M
Investment
$126.7M
$30.28M
Profit +$683,723.42
Realized
-$3.05M
Unrealized
$33.33M
Dividends
$1.62M
Goals
Avg. 79.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$683,723.42
Win %
73%
This Week
Compared To Last Week
Gain
0.48%
Profit
$759,944.7
Win %
73%
This Month
Compared to last month
Gain
0.3%
Profit
$485,069.69
Win %
73%
This Year
Compared to last year
Gain
2.96%
Profit
$4.61M
Win %
71%
GPRO GoPro Inc.
+25.93%
+$127.6 
ASTS AST SpaceMobile, Inc.
+10.11%
+$1,128 
LUMN Lumen Technologies Inc.
+7.13%
+$13.2 
NVDL Graniteshares 2x Long Nvidia Daily ETF
+6.6%
+$2,302.87 
HOOG Leverage Shares 2XL HOOD D ETF
+4.54%
+$984.24 
MOS Mosaic Company
+3.96%
+$17.64 
ALTO Alto Ingredients Inc.
+3.86%
+$0.62 
NUE Nucor Corporation
+3.68%
+$704.52 
NVO Novo Nordisk A/S Sponsored ADR
+3.67%
+$1,021.13 
NVDA NVIDIA Corporation
+3.31%
+$556,423.2 
VNT Vontier Corporation
+3.17%
+$20.2 
CTVA Corteva Inc.
+3.11%
+$1,790.33 
ORCL Oracle Corporation
+2.97%
+$6,089.99 
SPCE Virgin Galactic Holdings Inc.
+2.92%
+$0.85 
MGM MGM Resorts International
+2.87%
+$117 
COF Capital One Financial Corporation
+2.66%
+$2,023.2 
MET MetLife Inc.
+2.66%
+$587.34 
LUV Southwest Airlines Co.
+2.65%
+$313 
XME SPDR S&P Metals & Mining ETF
+2.56%
+$409.86 
WFC Wells Fargo & Company
+2.55%
+$2,797.2 
MJ Amplify Alternative Harvest ETF
+2.44%
+$13.23 
CNBS Amplify Seymour Cannabis ETF
+2.43%
+$528.46 
DIS The Walt Disney Company
+2.3%
+$114.68 
BANR Banner Corporation
+2.26%
+$775 
HOOD Robinhood Markets, Inc.
+2.26%
+$88,718.32 
META Meta Platforms Inc Class A
+2.25%
+$14,688.69 
VST Vistra Corp
+2.25%
+$313.1 
CMG Chipotle Mexican Grill, Inc.
+2.2%
+$82.5 
MSOS AdvisorShares Pure US Cannabis ETF
+2.17%
+$121.98 
APP AppLovin Corporation Class A Common Stock
+2.13%
+$2,141.3 
ABT Abbott Laboratories
+2.11%
+$230 
XLB Materials Select Sector SPDR Fund
+2.04%
+$1.06 
MDLZ Mondelez International, Inc.
+2.02%
+$267.68 
USB U.S. Bancorp
+2.02%
+$648.37 
PNC The PNC Financial Services Group, Inc.
+1.98%
+$695.6 
GEV GE Vernova Inc.
+1.88%
+$7,468.97 
NFLX Netflix, Inc.
+1.87%
+$286.9 
VLO Valero Energy Corporation
+1.8%
+$742.71 
FCX Freeport-McMoRan Inc.
+1.77%
+$747.87 
QCOM QUALCOMM Incorporated
+1.77%
+$64.9 
CHWY Chewy Inc.
+1.71%
+$20.25 
BA Boeing Company
+1.68%
+$1,269.82 
AXP American Express Company
+1.68%
+$712.64 
AVY Avery Dennison Corporation
+1.62%
+$2.81 
AAL American Airlines Group Inc.
+1.62%
+$120.12 
XLC Communication Services Select Sector SPDR Fund
+1.58%
+$432.25 
MCK McKesson Corporation
+1.56%
+$141.5 
MFA MFA Financial Inc.
+1.55%
+$0.41 
RGR Sturm, Ruger & Company, Inc.
+1.55%
+$220.66 
MTRN Materion Corporation
+1.54%
+$3.6 
COR Cencora, Inc.
+1.52%
+$312.79 
DHR Danaher Corporation
+1.51%
+$500.8 
ROK Rockwell Automation, Inc.
+1.5%
+$25.04 
CEG Constellation Energy Corporation
+1.5%
+$54.6 
V Visa Inc. Class A
+1.49%
+$743.7 
NEM Newmont Corporation
+1.48%
+$1.82 
AN AutoNation Inc.
+1.46%
+$288.09 
IWN iShares Russell 2000 Value ETF
+1.45%
+$214.06 
SRCE 1st Source Corporation
+1.45%
+$2,202.93 
IJS iShares S&P Small-Cap 600 Value ETF
+1.43%
+$2,413.95 
SLV iShares Silver Trust
+1.4%
+$4,179.6 
B BARRICK MINING CORP Common Stock (ABR0)
+1.39%
+$218.4 
RR Richtech Robotics Inc.
+1.38%
+$75 
MA Mastercard Incorporated
+1.36%
+$87.23 
XHB SPDR S&P Homebuilders ETF
+1.35%
+$593.49 
Q Qnity Electronics Inc.
+1.3%
+$255.85 
AYI Acuity Brands Inc.
+1.3%
+$135.68 
RWK Invesco S&P Midcap 400 Revenue ETF
+1.3%
+$337.31 
MCHP Microchip Technology Incorporated
+1.29%
+$320.16 
PFE Pfizer Inc.
+1.28%
+$2.56 
NANR SPDR S&P North American Natural Resources ETF
+1.25%
+$978.75 
EBAY eBay Inc.
+1.24%
+$1.3 
PG Procter & Gamble Co
+1.24%
+$76.02 
AEM Agnico Eagle Mines Limited
+1.18%
+$183.2 
MU Micron Technology, Inc.
+1.18%
+$1,164.94 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.17%
+$1,071.24 
DJT Trump Media & Technology Group Corp.
+1.16%
+$0.63 
IYK iShares U.S. Consumer Staples ETF
+1.14%
+$312.07 
BRK-B Berkshire Hathaway Inc.
+1.11%
+$40,219.2 
GLD SPDR Gold Shares
+1.11%
+$2,200 
IJR iShares Core S&P Small-Cap ETF
+1.11%
+$303.36 
RAL Ralliant Corporation
+1.08%
+$11.22 
SBUX Starbucks Corporation
+1.08%
+$19.46 
AWK American Water Works Company, Inc.
+1.07%
+$155.82 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+1.06%
+$122.36 
VTWO Vanguard Russell 2000 ETF
+1.06%
+$110.81 
IAU iShares Gold Trust
+1.06%
+$580.5 
DVY iShares Select Dividend ETF
+1.05%
+$1,528.74 
IWM iShares Russell 2000 ETF
+1.02%
+$15,928.06 
KO The Coca-Cola Company
+1%
+$984.72 
PEP PepsiCo, Inc.
+0.99%
+$69 
DHI D.R. Horton, Inc.
+0.98%
+$1,951.56 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.97%
+$827.75 
PGR Progressive Corporation
+0.95%
+$449.35 
VLTO Veralto Corporation
+0.95%
+$105.8 
PM Philip Morris International Inc.
+0.94%
+$1,478.41 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.93%
+$2,469.48 
ARKF Ark Fintech Innovation ETF
+0.91%
+$43.87 
TRV The Travelers Companies, Inc.
+0.89%
+$1,175.05 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.89%
+$1.46 
FLNG Flex LNG Ltd.
+0.87%
+$408.65 
IYG iShares U.S. Financial Services ETF
+0.87%
+$51.24 
SSO ProShares Ultra S&P500
+0.85%
+$1,643.74 
BBAI BigBear.ai Holdings Inc.
+0.85%
+$20.48 
CARR Carrier Global Corporation
+0.84%
+$1,298.88 
UNH UnitedHealth Group Incorporated
+0.83%
+$751.12 
TXN Texas Instruments Inc
+0.81%
+$170.15 
OTIS Otis Worldwide Corporation
+0.81%
+$403.56 
XLF Financial Select Sector SPDR Fund
+0.8%
+$3,937.14 
DD DuPont de Nemours, Inc.
+0.8%
+$120.75 
LOW Lowe's Companies Inc.
+0.79%
+$120.08 
GOOGL Alphabet Inc
+0.79%
+$3,113.93 
IYF iShares U.S. Financials ETF
+0.77%
+$224.64 
XLV Health Care Select Sector SPDR Fund
+0.75%
+$421.83 
NVAX Novavax Inc.
+0.74%
+$3.67 
BNY BlackRock New York Municipal Income Trust
+0.74%
+$59.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.72%
+$770.5 
BAC Bank of America Corporation
+0.71%
+$5,330.6 
AJG Arthur J. Gallagher & Co.
+0.69%
+$227.43 
MRK Merck & Co., Inc.
+0.69%
+$1.03 
VICI Vici Properties Inc.
+0.69%
+$69.3 
WMT Walmart Inc.
+0.66%
+$922.96 
INTC Intel Corporation
+0.64%
+$375.63 
MDY SPDR S&P MidCap 400 ETF Trust
+0.64%
+$16,371.76 
CAT Caterpillar Inc.
+0.64%
+$3,705.14 
IJH iShares Core S&P Mid-Cap ETF
+0.63%
+$2,769.71 
VB Vanguard Small-Cap ETF
+0.61%
+$43.2 
DSI iShares MSCI KLD 400 Social ETF
+0.6%
+$261.87 
BMY Bristol-Myers Squibb Company
+0.6%
+$0.4 
SDY SPDR S&P Dividend ETF
+0.59%
+$372.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.59%
+$1,043.2 
AAPU Direxion Daily AAPL Bull 2X Shares
+0.58%
+$184.5 
IWO iShares Russell 2000 Growth ETF
+0.58%
+$1,249.92 
FSK FS KKR Capital Corp.
+0.57%
+$141.12 
WDAY Workday Inc.
+0.57%
+$19.21 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.57%
+$71.75 
GOOG Alphabet Inc
+0.56%
+$3,031.27 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.56%
+$12.39 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.56%
+$284 
ET Energy Transfer L.P.
+0.56%
+$253.08 
ESGV Vanguard ESG U.S. Stock ETF
+0.55%
+$7.45 
COP ConocoPhillips
+0.55%
+$313.5 
UL Unilever PLC Sponsored American Depositary Receipt
+0.55%
+$159.75 
ASML ASML Holding N.V. New York Registry Shares
+0.55%
+$118.3 
VONV Vanguard Russell 1000 Value Index Fund
+0.51%
+$2,446.44 
CVS CVS Health Corporation
+0.5%
+$327.32 
MO Altria Group, Inc.
+0.49%
+$125.8 
IUSV iShares Core S&P U.S. Value ETF
+0.49%
+$25.53 
MGV Vanguard Mega Cap Value ETF
+0.49%
+$224.37 
IWV ISHARES RUSSELL 3000 ETF
+0.48%
+$48.19 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.48%
+$165.83 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.47%
+$6,763.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.47%
+$1,517.25 
ESGE iShares ESG Aware MSCI EM ETF
+0.47%
+$6.88 
SCHW Charles Schwab Corporation
+0.47%
+$319.77 
LIN Linde plc
+0.47%
+$68.1 
EW Edwards Lifesciences Corporation
+0.46%
+$504 
IXUS iShares Core International Stock ETF
+0.46%
+$260.77 
IWD iShares Russell 1000 Value ETF
+0.46%
+$1,922.31 
EFA iShares MSCI EAFE ETF
+0.46%
+$813.35 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.46%
+$147.69 
XLE Energy Select Sector SPDR Fund
+0.46%
+$974.98 
IUSG iShares Core S&P U.S. Growth ETF
+0.45%
+$141.93 
WSM Williams-Sonoma, Inc.
+0.45%
+$13 
VOTE TCW Transform 500 ETF
+0.45%
+$1.61 
ISRG Intuitive Surgical, Inc.
+0.44%
+$304.56 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+0.43%
+$5.83 
IVV iShares Core S&P 500 ETF
+0.43%
+$143,092.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.42%
+$165.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.42%
+$317.83 
IYY iShares Dow Jones U.S. ETF
+0.42%
+$398.58 
FNDF Schwab Fundamental International Large Company Index ETF
+0.42%
+$1,707.06 
SPY SPDR S&P 500 ETF Trust
+0.41%
+$9,261.87 
IWB iShares Russell 1000 ETF
+0.41%
+$660.27 
IYE iShares U.S. Energy ETF
+0.41%
+$860.72 
SCHB Schwab U.S. Broad Market ETF
+0.41%
+$128.4 
VOO Vanguard S&P 500 ETF
+0.41%
+$2,277.13 
IVE ISHARES S&P 500 VALUE ETF
+0.4%
+$526.37 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$46.58 
VTR Ventas Inc.
+0.38%
+$43.4 
CB Chubb Limited
+0.36%
+$194.34 
ESGU iShares ESG Aware MSCI USA ETF
+0.35%
+$4.13 
FTV Fortive Corporation
+0.35%
+$10.4 
IWF iShares Russell 1000 Growth ETF
+0.34%
+$2,477.55 
NACP Impact Shares NAACP Minority Empowerment ETF
+0.34%
+$1.4 
HIG The Hartford Insurance Group, Inc.
+0.33%
+$227.04 
AAPL Apple Inc.
+0.31%
+$23,947.66 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.3%
+$768.4 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$2,167.21 
SNDA Sonida Senior Living Inc.
+0.29%
+$34.43 
SO The Southern Company
+0.29%
+$40.29 
BITO ProShares Bitcoin ETF
+0.29%
+$24.36 
QUAL iShares MSCI USA Quality Factor ETF
+0.28%
+$91.35 
FOCT FT Vest U.S. Equity Buffer ETF
+0.28%
+$1,238.17 
LNG Cheniere Energy Inc.
+0.28%
+$74.62 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+0.27%
+$1.57 
STXF Strive 500 ETF
+0.26%
+$73.58 
SUSA iShares MSCI USA ESG Select ETF
+0.26%
+$75.33 
VGK Vanguard FTSE Europe ETF
+0.24%
+$68.64 
RSG Republic Services, Inc.
+0.24%
+$138.78 
TDG TransDigm Group Inc.
+0.23%
+$80.4 
VUG Vanguard Growth ETF
+0.23%
+$1,124.4 
LLY Eli Lilly and Company
+0.23%
+$461.12 
IBM International Business Machines Corporation
+0.21%
+$361.93 
BITX 2X BITCOIN STRATEGY ETF
+0.2%
+$37.2 
MGK Vanguard Mega Cap Growth ETF
+0.2%
+$5,822.1 
MCHI iShares MSCI China ETF
+0.19%
+$41.48 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.18%
+$125.39 
IDU iShares U.S. Utilities ETF
+0.17%
+$5.94 
ADI Analog Devices, Inc.
+0.16%
+$91.64 
VBK Vanguard Small-Cap Growth ETF
+0.16%
+$17.28 
DOV Dover Corporation
+0.15%
+$43.79 
ES Eversource Energy
+0.15%
+$20.37 
NEE NextEra Energy, Inc.
+0.13%
+$35.42 
XBI SPDR S&P Biotech ETF
+0.13%
+$1,101.71 
MAR Marriott International Inc. - Class A
+0.13%
+$25.93 
EOG EOG Resources, Inc.
+0.12%
+$39.22 
QLD ProShares Ultra QQQ
+0.12%
+$340.56 
NRG NRG Energy, Inc.
+0.12%
+$277.94 
IBIT iShares Bitcoin Trust
+0.11%
+$24 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.11%
+$10.04 
MS Morgan Stanley
+0.11%
+$210.46 
GBTC Grayscale Bitcoin Trust ETF
+0.1%
+$13.44 
QQQM Invesco NASDAQ 100 ETF
+0.1%
+$1.16 
LOPE Grand Canyon Education Inc.
+0.09%
+$16.27 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.09%
+$571.02 
FTEC Fidelity MSCI Information Technology Index ETF
+0.09%
+$27.93 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.08%
+$76.52 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.08%
+$0.63 
QQQ Invesco QQQ Trust, Series 1
+0.08%
+$29,327.67 
HD The Home Depot, Inc.
+0.07%
+$54.81 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.06%
+$0.78 
BTCW WisdomTree Bitcoin Fund
+0.06%
+$781.4 
MCD McDonald's Corporation
+0.06%
+$23.93 
ADC Agree Realty Corporation
+0.06%
+$26.68 
PEG Public Service Enterprise Group Incorporated
+0.05%
+$27.04 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$478.15 
SOXX iShares Semiconductor ETF
+0.04%
+$7.19 
VGT Vanguard Information Technology ETF
+0.03%
+$2 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$73.38 
PH Parker-Hannifin Corporation
+0.02%
+$18.92 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$1.35 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$0.7 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRBN iShares MSCI ACWI Low Carbon Target ETF
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 FSSL
FSSL
0%
$0 CGC
CGC
0%
$0 G200
G2004J103
0%
$0 
PTIR GraniteShares 2x Palantir ETF
-11.34%
-$6,242.12 
PANW Palo Alto Networks, Inc.
-10.87%
-$236.1 
CLS Celestica Inc.
-6.12%
-$1,235.1 
PLTR Palantir Technologies Inc.
-5.7%
-$263,348.4 
TENB Tenable Holdings Inc.
-5.58%
-$396 
NET Cloudflare Inc.
-5.29%
-$10,120.36 
NIO Nio Inc.
-4.4%
-$36.95 
NOW ServiceNow, Inc.
-4.08%
-$5,374.03 
CME CME Group Inc.
-3.1%
-$1,304.63 
NNOX Nano-X Imaging Ltd.
-2.9%
-$12.18 
STOK Stoke Therapeutics Inc.
-2.46%
-$109.44 
AXON Axon Enterprise, Inc.
-2.44%
-$2,772.54 
AMT American Tower Corporation
-2.26%
-$318 
RTX RTX Corporation
-1.87%
-$13,121.58 
SOLS Sollensys Corp
-1.68%
-$1.03 
SHLD Global X Defense Tech ETF
-1.46%
-$345.95 
SPGI S&P Global Inc.
-1.43%
-$188.4 
GD General Dynamics Corporation
-1.36%
-$486.94 
SPCX Space Exploration Technologies Corp. Class A
-1.32%
-$338.4 
CRWV CoreWeave, Inc.
-1.32%
-$43.2 
XRPC Canary XRP ETF
-1.29%
-$73.26 
TSLA Tesla, Inc.
-1.18%
-$6,352.88 
HWM Howmet Aerospace Inc.
-1.18%
-$11,847 
EGP EastGroup Properties Inc.
-1.14%
-$218.88 
SYK Stryker Corporation
-1.08%
-$51.6 
CRM Salesforce Inc
-1.07%
-$1,650.91 
CGNT Cognyte Software Ltd.
-1.07%
-$59.94 
ETHE Grayscale Ethereum Trust ETF
-1.05%
-$148.42 
NOC Northrop Grumman Corporation
-1.01%
-$236.28 
TJX The TJX Companies, Inc.
-1%
-$1,044.05 
BLK BlackRock, Inc.
-1%
-$506.25 
AVL Dx Daily Avgo Bull 2X Shares
-0.99%
-$58.8 
WMB The Williams Companies, Inc.
-0.96%
-$416.16 
SAP SAP SE Sponsored ADR
-0.94%
-$61.84 
ETHA iShares Ethereum Trust
-0.93%
-$116.28 
CSCO Cisco Systems, Inc.
-0.91%
-$353 
ORLY O'Reilly Automotive Inc.
-0.91%
-$33.6 
WSO Watsco Inc.
-0.91%
-$45.6 
SPG Simon Property Group, Inc.
-0.84%
-$110.36 
COST Costco Wholesale Corporation
-0.82%
-$20,973.43 
MSFT Microsoft Corp.
-0.81%
-$33,876.55 
ITA iShares U.S. Aerospace & Defense ETF
-0.81%
-$141.57 
AMAT Applied Materials, Inc.
-0.77%
-$723.32 
ARM Arm Holdings plc American Depositary Receipt
-0.76%
-$1,763.99 
BP BP p.l.c. Sponsored ADR
-0.75%
-$283.07 
HONA Honeywell Aerospace Inc.
-0.66%
-$2.04 
AMD Advanced Micro Devices, Inc.
-0.65%
-$2,451.79 
IBRX ImmunityBio, Inc.
-0.64%
-$25 
AVGO Broadcom Inc.
-0.59%
-$5,845.37 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,202.2 
PAA Plains All American Pipeline, L.P.
-0.5%
-$159.38 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.45%
-$29.14 
XOM Exxon Mobil Corporation
-0.44%
-$1,457.81 
AZN AstraZeneca PLC American Depositary Shares
-0.43%
-$1.4 
ACN Accenture plc Class A
-0.37%
-$237.36 
NSC Norfolk Southern Corporation
-0.3%
-$117.74 
VRT Vertiv Holdings Co
-0.3%
-$142.88 
MMM 3M Company
-0.29%
-$55.86 
XLK State Street Technology Select Sector SPDR ETF
-0.25%
-$303.03 
EXE Expand Energy Corporation
-0.24%
-$20.34 
ARKQ Ark Autonomous Technology & Robotics ETF
-0.23%
-$0.82 
ARKK ARK Innovation ETF Fund
-0.22%
-$0.36 
FIX Comfort Systems USA, Inc.
-0.21%
-$138.39 
VOT Vanguard Mid-Cap Growth ETF
-0.21%
-$40.87 
GS The Goldman Sachs Group, Inc.
-0.2%
-$2,157.16 
RXRX Recursion Pharmaceuticals, Inc.
-0.17%
-$17.32 
BMNR Bitmine Immersion Technologies, Inc.
-0.17%
-$53.6 
ETN Eaton Corporation plc
-0.17%
-$119.46 
XT iShares Future Exponential Technologies ETF
-0.16%
-$209.51 
GE General Electric Company
-0.14%
-$405.26 
RPG Invesco S&P 500 Pure Growth ETF
-0.12%
-$65.73 
USMV iShares MSCI USA Min Vol Factor ETF
-0.11%
-$4.84 
COIN Coinbase Global, Inc.
-0.06%
-$2.6 
AMZN Amazon.com Inc
-0.05%
-$1,137.76 
CI The Cigna Group
-0.05%
-$130.64 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.04%
-$0.73 
JPM JPMorgan Chase & Co.
-0.04%
-$120.27 
ABBV AbbVie Inc.
-0.02%
-$5.5 Events
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Dividends
Dividend Analysis
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| Trades 1491 | Longs Won 867/1491 58% | Profit Factor 5.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $347,097.43 |
| Average Win $42,503.43 | Best Trade (Aug 14) $10.05M | Sharpe Ratio -18.31 |
| Average Loss -$10,532.57 | Worst Trade (Mar 31) -$1.55M | Z-Score 7.44 (100%) |
| Commissions $0 | Avg. Trade Length 5m 1w 4d | Expectancy $20,307.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.34% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 572 | $6,144 | $7,527.52 | - | $1,383.52 | 22.52% | +1.622% |
| AAPL Apple Inc. | 24,068 | $6M | $7.85M | - | $1.85M | 30.91% | +0.306% |
| AAPU Direxion Daily AAPL Bull 2X Shares | 738 | $20,719.1 | $31,778.28 | - | $11,059.18 | 53.38% | +0.584% |
| ABBV AbbVie Inc. | 100 | $21,749 | $25,993.5 | - | $4,244.5 | 19.52% | -0.021% |
| ABT Abbott Laboratories | 100 | $10,267 | $11,123 | - | $856 | 8.34% | +2.111% |
| ACN Accenture plc Class A | 344 | $68,277.23 | $64,465.6 | - | -$3,811.63 | -5.58% | -0.367% |
| ADC Agree Realty Corporation | 667 | $50,283.13 | $48,384.18 | - | -$1,898.95 | -3.78% | +0.055% |
| ADI Analog Devices, Inc. | 158 | $50,396.08 | $56,105.8 | - | $5,709.72 | 11.33% | +0.164% |
| AEM Agnico Eagle Mines Limited | 80 | $16,239 | $15,660 | - | -$579 | -3.57% | +1.184% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 3,826 | $95,553.72 | $98,251.68 | - | $2,697.96 | 2.82% | +0.078% |
| AJG Arthur J. Gallagher & Co. | 126 | $27,272 | $33,239.43 | - | $5,967.43 | 21.88% | +0.689% |
| ALTO Alto Ingredients Inc. | 4 | $20 | $16.7 | - | -$3.3 | -16.5% | +3.856% |
| AMAT Applied Materials, Inc. | 214 | $73,028 | $93,832.58 | - | $20,804.58 | 28.49% | -0.765% |
| AMD Advanced Micro Devices, Inc. | 820 | $166,813 | $374,428.4 | - | $207,615.4 | 124.46% | -0.651% |
| AMT American Tower Corporation | 80 | $13,877.11 | $13,763.6 | - | -$113.51 | -0.82% | -2.258% |
| AMZN Amazon.com Inc | 8,752 | $1.93M | $2.23M | - | $303,384.71 | 15.75% | -0.051% |
| AN AutoNation Inc. | 97 | $18,952 | $20,083.85 | - | $1,131.85 | 5.97% | +1.455% |
| APP AppLovin Corporation Class A Common Stock | 322 | $229,939.34 | $102,521.58 | - | -$127,417.76 | -55.41% | +2.133% |
| ARKF Ark Fintech Innovation ETF | 107 | $5,096.45 | $4,852.45 | - | -$244 | -4.79% | +0.912% |
| ARKK ARK Innovation ETF Fund | 2 | $139 | $165.8 | - | $26.8 | 19.28% | -0.217% |
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FAQ
Which stocks have generated the highest profits for Financial Life Planners?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $464,865.4, Microsoft Corp - $309,063.63, iShares MSCI EAFE ETF - $279,598.78, Invesco QQQ Trust, Series 1 - $202,854.4, and Invesco BulletShares 2028 Corporate Bond ETF - $86,264.72. 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: Axon Enterprise, Inc - $1.65M, Ark Fintech Innovation ETF - $749,195.58, Netflix, Inc - $224,235.88, Salesforce Inc - $177,533.76, and Alphabet Inc - $104,642.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Financial Life Planners's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.62M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $469,172.77, Invesco QQQ Trust, Series 1 - $215,170.59, Invesco BulletShares 2028 Corporate Bond ETF - $82,698.54, Microsoft Corp - $54,956.04, and Apple Inc - $47,820.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Financial Life Planners's monthly returns?
Financial Life Planners's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Financial Life Planners's strategy be considered aggressive or moderate?
Financial Life Planners's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Financial Life Planners's strategy?
Financial Life Planners'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.
