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:
26.14%
Gain -1.16%
Monthly
1.08%
Yearly
13.84%
Drawdown
19.53%
$160.38M
Equity
Holdings
$160.38M
Investment
$126.7M
$30.64M
Profit -$1.63M
Realized
-$3.05M
Unrealized
$33.68M
Dividends
$1.89M
Goals
Avg. 82% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.16%
Profit
-$1.63M
Win %
68%
This Week
Compared To Last Week
Gain
-2.85%
Profit
-$4.71M
Win %
68%
This Month
Compared to last month
Gain
-1.03%
Profit
-$1.67M
Win %
68%
This Year
Compared to last year
Gain
3.19%
Profit
$4.97M
Win %
66%
HONA Honeywell Aerospace Inc.
+3.77%
+$12.3 
EXE Expand Energy Corporation
+3.22%
+$242.54 
BP BP p.l.c. Sponsored ADR
+2.78%
+$1,136.53 
EOG EOG Resources, Inc.
+2.52%
+$816.2 
COP ConocoPhillips
+2.5%
+$1,483.9 
NOC Northrop Grumman Corporation
+2.5%
+$550.22 
LNG Cheniere Energy Inc.
+2.35%
+$596.05 
RTX RTX Corporation
+2.28%
+$14,594.76 
PEP PepsiCo, Inc.
+1.97%
+$126.5 
NEM Newmont Corporation
+1.94%
+$2.25 
UL Unilever PLC Sponsored American Depositary Receipt
+1.94%
+$564.75 
PM Philip Morris International Inc.
+1.93%
+$3,238.21 
PEG Public Service Enterprise Group Incorporated
+1.85%
+$878.8 
XLE Energy Select Sector SPDR Fund
+1.78%
+$3,916.43 
NUE Nucor Corporation
+1.76%
+$341.62 
IYE iShares U.S. Energy ETF
+1.76%
+$3,781.02 
SO The Southern Company
+1.74%
+$244.9 
USB U.S. Bancorp
+1.71%
+$514.5 
TJX The TJX Companies, Inc.
+1.71%
+$1,935.03 
AN AutoNation Inc.
+1.67%
+$258.02 
MCHP Microchip Technology Incorporated
+1.64%
+$424.56 
MDLZ Mondelez International, Inc.
+1.61%
+$218.23 
AAPU Direxion Daily AAPL Bull 2X Shares
+1.6%
+$546.12 
ROK Rockwell Automation, Inc.
+1.57%
+$26.48 
XOM Exxon Mobil Corporation
+1.47%
+$5,142.29 
GD General Dynamics Corporation
+1.46%
+$476.27 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+1.44%
+$7.87 
COF Capital One Financial Corporation
+1.42%
+$1,018.8 
OTIS Otis Worldwide Corporation
+1.38%
+$686.76 
AMT American Tower Corporation
+1.34%
+$194.4 
KO The Coca-Cola Company
+1.31%
+$1,348.39 
ET Energy Transfer L.P.
+1.31%
+$548.34 
MO Altria Group, Inc.
+1.3%
+$355.2 
JPM JPMorgan Chase & Co.
+1.27%
+$3,659.34 
COST Costco Wholesale Corporation
+1.23%
+$32,552.85 
HWM Howmet Aerospace Inc.
+1.19%
+$10,346.38 
GE General Electric Company
+1.18%
+$3,233.27 
MAR Marriott International Inc. - Class A
+1.17%
+$274.5 
MET MetLife Inc.
+1.17%
+$273.78 
NEE NextEra Energy, Inc.
+1.17%
+$296.24 
DOV Dover Corporation
+1.16%
+$341.26 
WFC Wells Fargo & Company
+1.15%
+$1,197 
BLK BlackRock, Inc.
+1.13%
+$570.6 
ES Eversource Energy
+1.11%
+$142.59 
VTR Ventas Inc.
+1.11%
+$116.56 
LIN Linde plc
+1.09%
+$161.1 
PNC The PNC Financial Services Group, Inc.
+1.09%
+$346.32 
AWK American Water Works Company, Inc.
+1.08%
+$152.11 
SHLD Global X Defense Tech ETF
+1.07%
+$240.5 
MRK Merck & Co., Inc.
+1.06%
+$1.54 
IDU iShares U.S. Utilities ETF
+1.06%
+$37.29 
WMB The Williams Companies, Inc.
+1.05%
+$421.94 
NANR SPDR S&P North American Natural Resources ETF
+1.05%
+$801.27 
NRG NRG Energy, Inc.
+1.05%
+$2,309.04 
TXN Texas Instruments Inc
+1%
+$230.74 
SYK Stryker Corporation
+0.98%
+$43.27 
PAA Plains All American Pipeline, L.P.
+0.97%
+$300.37 
IYK iShares U.S. Consumer Staples ETF
+0.92%
+$255.5 
ITA iShares U.S. Aerospace & Defense ETF
+0.92%
+$147.81 
PG Procter & Gamble Co
+0.91%
+$60.06 
XLB Materials Select Sector SPDR Fund
+0.89%
+$0.45 
BRK-B Berkshire Hathaway Inc.
+0.88%
+$33,360.39 
LOW Lowe's Companies Inc.
+0.88%
+$130.34 
CARR Carrier Global Corporation
+0.85%
+$1,271.82 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+0.82%
+$89.24 
LLY Eli Lilly and Company
+0.82%
+$1,812.8 
ACN Accenture plc Class A
+0.82%
+$631.24 
HD The Home Depot, Inc.
+0.82%
+$656.42 
CTVA Corteva Inc.
+0.81%
+$68.98 
PGR Progressive Corporation
+0.81%
+$374.1 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.78%
+$16.38 
AAPL Apple Inc.
+0.75%
+$61,854.76 
ORLY O'Reilly Automotive Inc.
+0.75%
+$27.93 
SCHD Schwab U.S. Dividend Equity ETF
+0.73%
+$770.51 
SRCE 1st Source Corporation
+0.72%
+$1,097.88 
HIG The Hartford Insurance Group, Inc.
+0.71%
+$471.56 
VICI Vici Properties Inc.
+0.7%
+$65.34 
DVY iShares Select Dividend ETF
+0.68%
+$965.52 
WMT Walmart Inc.
+0.68%
+$1,062.4 
ADI Analog Devices, Inc.
+0.65%
+$413.96 
CI The Cigna Group
+0.64%
+$1,716.4 
XME SPDR S&P Metals & Mining ETF
+0.61%
+$84.87 
V Visa Inc. Class A
+0.6%
+$321.6 
ISRG Intuitive Surgical, Inc.
+0.59%
+$477.52 
BNY BlackRock New York Municipal Income Trust
+0.56%
+$39.5 
GEV GE Vernova Inc.
+0.55%
+$2,268.16 
ABBV AbbVie Inc.
+0.55%
+$155.5 
AJG Arthur J. Gallagher & Co.
+0.53%
+$166.32 
CB Chubb Limited
+0.49%
+$275.71 
SDY SPDR S&P Dividend ETF
+0.49%
+$307.8 
DIS The Walt Disney Company
+0.47%
+$24.2 
FNDF Schwab Fundamental International Large Company Index ETF
+0.46%
+$1,818.39 
PH Parker-Hannifin Corporation
+0.45%
+$384.56 
MCK McKesson Corporation
+0.44%
+$43.6 
SPGI S&P Global Inc.
+0.41%
+$52.5 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$88.01 
VLO Valero Energy Corporation
+0.38%
+$193.23 
CME CME Group Inc.
+0.38%
+$161.7 
PFE Pfizer Inc.
+0.36%
+$0.73 
TDG TransDigm Group Inc.
+0.35%
+$118.2 
SPG Simon Property Group, Inc.
+0.32%
+$39.68 
BANR Banner Corporation
+0.31%
+$105 
AXP American Express Company
+0.31%
+$125.76 
XLF Financial Select Sector SPDR Fund
+0.3%
+$1,412.23 
MGV Vanguard Mega Cap Value ETF
+0.29%
+$134.34 
BAC Bank of America Corporation
+0.29%
+$1,817.25 
AYI Acuity Brands Inc.
+0.28%
+$26.88 
TRV The Travelers Companies, Inc.
+0.26%
+$353.78 
SOLS Sollensys Corp
+0.25%
+$0.15 
ADC Agree Realty Corporation
+0.24%
+$106.72 
IYG iShares U.S. Financial Services ETF
+0.24%
+$13.42 
EGP EastGroup Properties Inc.
+0.23%
+$43.2 
AEM Agnico Eagle Mines Limited
+0.22%
+$32.8 
FCX Freeport-McMoRan Inc.
+0.21%
+$87.3 
IYF iShares U.S. Financials ETF
+0.21%
+$59.4 
VGK Vanguard FTSE Europe ETF
+0.2%
+$54.6 
VNQ Vanguard Real Estate ETF
+0.19%
+$719.95 
MCD McDonald's Corporation
+0.18%
+$71.78 
IUSV iShares Core S&P U.S. Value ETF
+0.11%
+$5.75 
EFA iShares MSCI EAFE ETF
+0.1%
+$167.7 
BA Boeing Company
+0.08%
+$56.88 
IVE ISHARES S&P 500 VALUE ETF
+0.08%
+$105.83 
CAT Caterpillar Inc.
+0.07%
+$410.84 
VNT Vontier Corporation
+0.06%
+$0.4 
FOCT FT Vest U.S. Equity Buffer ETF
+0.05%
+$239.22 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$146.76 
ABT Abbott Laboratories
+0.04%
+$4.5 
CVS CVS Health Corporation
+0.04%
+$26.72 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$2.82 
B BARRICK MINING CORP Common Stock (ABR0)
+0.04%
+$5.46 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.04%
+$4.37 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.04%
+$31.6 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$240.79 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$166.97 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SBUX Starbucks Corporation
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
-13.15%
-$8,700.3 
RXRX Recursion Pharmaceuticals, Inc.
-13.1%
-$1,627.37 
NVAX Novavax Inc.
-12.71%
-$79.87 
CRWV CoreWeave, Inc.
-11.19%
-$312 
RR Richtech Robotics Inc.
-7.39%
-$315 
PANW Palo Alto Networks, Inc.
-7.37%
-$163.74 
IBRX ImmunityBio, Inc.
-7.1%
-$355 
PLTR Palantir Technologies Inc.
-6.53%
-$336,151.2 
NET Cloudflare Inc.
-6.52%
-$13,808.71 
HOOG Leverage Shares 2XL HOOD D ETF
-6.46%
-$1,315.44 
AVL Dx Daily Avgo Bull 2X Shares
-6.08%
-$302.82 
BBAI BigBear.ai Holdings Inc.
-5.59%
-$106.47 
TENB Tenable Holdings Inc.
-5.47%
-$430 
ASTS AST SpaceMobile, Inc.
-5.04%
-$448 
NOW ServiceNow, Inc.
-4.71%
-$6,447.01 
LUMN Lumen Technologies Inc.
-4.62%
-$6.53 
DJT Trump Media & Technology Group Corp.
-4.59%
-$2.04 
BMNR Bitmine Immersion Technologies, Inc.
-4.58%
-$1,433.8 
SPCE Virgin Galactic Holdings Inc.
-4.46%
-$1.15 
NNOX Nano-X Imaging Ltd.
-4.32%
-$11.32 
ARM Arm Holdings plc American Depositary Receipt
-4.08%
-$9,900.09 
AXON Axon Enterprise, Inc.
-4.02%
-$3,676.9 
INTC Intel Corporation
-3.98%
-$2,504.2 
MU Micron Technology, Inc.
-3.6%
-$3,551 
ARKK ARK Innovation ETF Fund
-3.58%
-$6.13 
AMD Advanced Micro Devices, Inc.
-3.51%
-$16,194.98 
XBI SPDR S&P Biotech ETF
-3.49%
-$27,410.35 
ORCL Oracle Corporation
-3.42%
-$6,662.75 
QLD ProShares Ultra QQQ
-3.27%
-$9,365.4 
APP AppLovin Corporation Class A Common Stock
-3.15%
-$2,833.6 
ALTO Alto Ingredients Inc.
-3.14%
-$0.46 
HOOD Robinhood Markets, Inc.
-3.13%
-$123,863.7 
CLS Celestica Inc.
-3.07%
-$667.82 
AVGO Broadcom Inc.
-3.06%
-$28,004.75 
GPRO GoPro Inc.
-3.04%
-$14 
WDAY Workday Inc.
-2.93%
-$98.09 
MSOS AdvisorShares Pure US Cannabis ETF
-2.91%
-$136.8 
COIN Coinbase Global, Inc.
-2.91%
-$139.1 
FSK FS KKR Capital Corp.
-2.8%
-$604.8 
AMAT Applied Materials, Inc.
-2.69%
-$2,471.7 
META Meta Platforms Inc Class A
-2.65%
-$21,957 
NFLX Netflix, Inc.
-2.51%
-$346.1 
CRM Salesforce Inc
-2.4%
-$3,522.36 
ARKF Ark Fintech Innovation ETF
-2.35%
-$118.77 
XRPC Canary XRP ETF
-2.28%
-$128.7 
MFA MFA Financial Inc.
-2.16%
-$0.43 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.12%
-$7.35 
VRT Vertiv Holdings Co
-2.09%
-$844.12 
RPG Invesco S&P 500 Pure Growth ETF
-2.08%
-$1,098.63 
SCHW Charles Schwab Corporation
-2.06%
-$1,216.38 
SOXX iShares Semiconductor ETF
-2.05%
-$380.16 
CGNT Cognyte Software Ltd.
-2.04%
-$119.88 
XLK State Street Technology Select Sector SPDR ETF
-2.04%
-$2,570.09 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-1.99%
-$127.14 
BITX 2X BITCOIN STRATEGY ETF
-1.99%
-$398.62 
VGT Vanguard Information Technology ETF
-1.97%
-$137.37 
VBK Vanguard Small-Cap Growth ETF
-1.93%
-$207.2 
MSFT Microsoft Corp.
-1.93%
-$86,861.04 
IWO iShares Russell 2000 Growth ETF
-1.91%
-$3,824.63 
FTEC Fidelity MSCI Information Technology Index ETF
-1.91%
-$634.41 
GOOGL Alphabet Inc
-1.88%
-$7,790.72 
SPCX Space Exploration Technologies Corp. Class A
-1.82%
-$487.8 
CSCO Cisco Systems, Inc.
-1.79%
-$693.64 
CNBS Amplify Seymour Cannabis ETF
-1.78%
-$323.48 
RAL Ralliant Corporation
-1.76%
-$20.57 
GOOG Alphabet Inc
-1.75%
-$9,774.63 
CMG Chipotle Mexican Grill, Inc.
-1.73%
-$53 
Q Qnity Electronics Inc.
-1.73%
-$351.9 
FLNG Flex LNG Ltd.
-1.73%
-$735.57 
STOK Stoke Therapeutics Inc.
-1.72%
-$60.9 
EW Edwards Lifesciences Corporation
-1.71%
-$1,806 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-1.7%
-$13.59 
EBAY eBay Inc.
-1.67%
-$2.05 
ETN Eaton Corporation plc
-1.64%
-$1,192.79 
QQQM Invesco NASDAQ 100 ETF
-1.63%
-$19.52 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$631,356.16 
TSLA Tesla, Inc.
-1.62%
-$8,857.81 
NIO Nio Inc.
-1.57%
-$11.38 
MGM MGM Resorts International
-1.56%
-$46 
MGK Vanguard Mega Cap Growth ETF
-1.51%
-$44,959.55 
IWF iShares Russell 1000 Growth ETF
-1.45%
-$10,746 
SSO ProShares Ultra S&P500
-1.45%
-$2,855.65 
VOT Vanguard Mid-Cap Growth ETF
-1.44%
-$284.42 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.36%
-$122.99 
VUG Vanguard Growth ETF
-1.35%
-$6,830.73 
WSO Watsco Inc.
-1.35%
-$64.8 
ESGE iShares ESG Aware MSCI EM ETF
-1.33%
-$18.63 
UNH UnitedHealth Group Incorporated
-1.32%
-$1,229.73 
IWM iShares Russell 2000 ETF
-1.32%
-$19,467.69 
VTWO Vanguard Russell 2000 ETF
-1.3%
-$128.16 
XT iShares Future Exponential Technologies ETF
-1.28%
-$1,668.86 
AMZN Amazon.com Inc
-1.28%
-$28,472.88 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.27%
-$21.07 
MTRN Materion Corporation
-1.26%
-$3.18 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$417.34 
SNDA Sonida Senior Living Inc.
-1.24%
-$139.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.24%
-$959 
IUSG iShares Core S&P U.S. Growth ETF
-1.22%
-$391.76 
XLC Communication Services Select Sector SPDR Fund
-1.19%
-$330.98 
FIX Comfort Systems USA, Inc.
-1.17%
-$728.7 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.16%
-$781.25 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.15%
-$2,847.6 
BITO ProShares Bitcoin ETF
-1.09%
-$97.44 
CHWY Chewy Inc.
-1.08%
-$11.5 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.06%
-$1.67 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.04%
-$13.77 
GBTC Grayscale Bitcoin Trust ETF
-1.04%
-$147.84 
AAL American Airlines Group Inc.
-1.02%
-$71.5 
IBIT iShares Bitcoin Trust
-1%
-$223.2 
CEG Constellation Energy Corporation
-0.99%
-$35.43 
ESGV Vanguard ESG U.S. Stock ETF
-0.99%
-$13.5 
NACP Impact Shares NAACP Minority Empowerment ETF
-0.98%
-$4.16 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.97%
-$2,469.64 
VB Vanguard Small-Cap ETF
-0.95%
-$65.64 
SAP SAP SE Sponsored ADR
-0.92%
-$64.17 
AZN AstraZeneca PLC American Depositary Shares
-0.89%
-$2.95 
RGR Sturm, Ruger & Company, Inc.
-0.89%
-$142.12 
BTCW WisdomTree Bitcoin Fund
-0.83%
-$11,252.16 
MCHI iShares MSCI China ETF
-0.8%
-$163.93 
DSI iShares MSCI KLD 400 Social ETF
-0.79%
-$350.67 
STXF Strive 500 ETF
-0.78%
-$220.74 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$265.74 
SCHB Schwab U.S. Broad Market ETF
-0.76%
-$240.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$292.24 
VOTE TCW Transform 500 ETF
-0.74%
-$2.7 
SUSA iShares MSCI USA ESG Select ETF
-0.73%
-$214.63 
IYY iShares Dow Jones U.S. ETF
-0.72%
-$687.29 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.68%
-$2,213.4 
IWV ISHARES RUSSELL 3000 ETF
-0.68%
-$68.42 
QCOM QUALCOMM Incorporated
-0.68%
-$26.62 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$15,153.27 
VOO Vanguard S&P 500 ETF
-0.67%
-$3,772.08 
IVV iShares Core S&P 500 ETF
-0.66%
-$223,414.05 
IWB iShares Russell 1000 ETF
-0.66%
-$1,066.45 
IJR iShares Core S&P Small-Cap ETF
-0.64%
-$168.96 
IWN iShares Russell 2000 Value ETF
-0.64%
-$90.45 
ESGU iShares ESG Aware MSCI USA ETF
-0.64%
-$7.56 
IJH iShares Core S&P Mid-Cap ETF
-0.63%
-$2,710.78 
NVDL Graniteshares 2x Long Nvidia Daily ETF
-0.58%
-$196.65 
MDY SPDR S&P MidCap 400 ETF Trust
-0.57%
-$14,344.06 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.56%
-$276 
IBM International Business Machines Corporation
-0.55%
-$961.35 
LUV Southwest Airlines Co.
-0.54%
-$68.86 
ETHA iShares Ethereum Trust
-0.53%
-$67.19 
QUAL iShares MSCI USA Quality Factor ETF
-0.52%
-$171.1 
LOPE Grand Canyon Education Inc.
-0.51%
-$100.43 
ETHE Grayscale Ethereum Trust ETF
-0.5%
-$71.1 
MMM 3M Company
-0.47%
-$88.92 
GS The Goldman Sachs Group, Inc.
-0.46%
-$4,433.56 
VLTO Veralto Corporation
-0.45%
-$51.75 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.38%
-$96.12 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.35%
-$4.16 
USMV iShares MSCI USA Min Vol Factor ETF
-0.34%
-$15.4 
NVO Novo Nordisk A/S Sponsored ADR
-0.33%
-$80.21 
IJS iShares S&P Small-Cap 600 Value ETF
-0.31%
-$501.6 
XHB SPDR S&P Homebuilders ETF
-0.3%
-$127.02 
DHR Danaher Corporation
-0.3%
-$112 
MOS Mosaic Company
-0.26%
-$0.9 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$29.7 
RSP Invesco S&P 500 Equal Weight ETF
-0.26%
-$456.4 
SLV iShares Silver Trust
-0.26%
-$696.6 
IXUS iShares Core International Stock ETF
-0.24%
-$134.78 
NVDA NVIDIA Corporation
-0.24%
-$40,572.53 
IAU iShares Gold Trust
-0.24%
-$124.87 
FTV Fortive Corporation
-0.23%
-$6.76 
GLD SPDR Gold Shares
-0.23%
-$430 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.22%
-$3,131.97 
NSC Norfolk Southern Corporation
-0.19%
-$71.92 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$136.5 
MJ Amplify Alternative Harvest ETF
-0.15%
-$0.7 
DD DuPont de Nemours, Inc.
-0.14%
-$21.28 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$11.67 
XLV Health Care Select Sector SPDR Fund
-0.12%
-$70.31 
VST Vistra Corp
-0.12%
-$18.18 
COR Cencora, Inc.
-0.1%
-$21.7 
RSG Republic Services, Inc.
-0.1%
-$56.54 
WSM Williams-Sonoma, Inc.
-0.08%
-$2.73 
MS Morgan Stanley
-0.08%
-$137.25 
AVY Avery Dennison Corporation
-0.08%
-$0.14 
MA Mastercard Incorporated
-0.08%
-$5.23 
IWD iShares Russell 1000 Value ETF
-0.06%
-$238.24 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$478.15 
VONV Vanguard Russell 1000 Value Index Fund
-0.05%
-$236.06 
DHI D.R. Horton, Inc.
-0.03%
-$56.16 
BMY Bristol-Myers Squibb Company
-0.03%
-$0.01 Events
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Dividends
Dividend Analysis
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| Trades 1491 | Longs Won 831/1491 55% | Profit Factor 5.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $349,395 |
| Average Win $45,119.99 | Best Trade (Oct 15) $9.91M | Sharpe Ratio -18.31 |
| Average Loss -$10,389.97 | Worst Trade (Mar 31) -$1.55M | Z-Score 4.19 (100%) |
| Commissions $0 | Avg. Trade Length 5m 4w 1d | Expectancy $20,548.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.34% |
| Consecutive Losing Trades | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 572 | $6,144 | $6,952.66 | - | $808.66 | 13.16% | -1.018% |
| AAPL Apple Inc. | 24,068 | $6M | $8.29M | - | $2.3M | 38.31% | +0.751% |
| AAPU Direxion Daily AAPL Bull 2X Shares | 738 | $20,719.1 | $34,752.42 | - | $14,033.32 | 67.73% | +1.597% |
| ABBV AbbVie Inc. | 100 | $21,749 | $28,495.5 | - | $6,746.5 | 31.02% | +0.549% |
| ABT Abbott Laboratories | 100 | $10,267 | $10,472.5 | - | $205.5 | 2% | +0.043% |
| ACN Accenture plc Class A | 344 | $68,277.23 | $78,003.72 | - | $9,726.49 | 14.25% | +0.816% |
| ADC Agree Realty Corporation | 667 | $50,283.13 | $44,502.24 | - | -$5,780.89 | -11.5% | +0.24% |
| ADI Analog Devices, Inc. | 158 | $50,396.08 | $64,238.06 | - | $13,841.98 | 27.47% | +0.649% |
| AEM Agnico Eagle Mines Limited | 80 | $16,239 | $15,037.6 | - | -$1,201.4 | -7.4% | +0.219% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 3,826 | $95,553.72 | $96,185.64 | - | $631.92 | 0.66% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 126 | $27,272 | $31,678.92 | - | $4,406.92 | 16.16% | +0.528% |
| ALTO Alto Ingredients Inc. | 4 | $20 | $14.18 | - | -$5.82 | -29.1% | -3.142% |
| AMAT Applied Materials, Inc. | 214 | $73,028 | $89,550.44 | - | $16,522.44 | 22.62% | -2.686% |
| AMD Advanced Micro Devices, Inc. | 820 | $166,813 | $444,833.6 | - | $278,020.6 | 166.67% | -3.513% |
| AMT American Tower Corporation | 80 | $13,877.11 | $14,703.2 | - | $826.09 | 5.95% | +1.34% |
| AMZN Amazon.com Inc | 8,752 | $1.93M | $2.2M | - | $274,649.27 | 14.26% | -1.277% |
| AN AutoNation Inc. | 97 | $18,952 | $15,758.62 | - | -$3,193.38 | -16.85% | +1.665% |
| APP AppLovin Corporation Class A Common Stock | 322 | $229,939.34 | $87,097.78 | - | -$142,841.56 | -62.12% | -3.151% |
| ARKF Ark Fintech Innovation ETF | 107 | $5,096.45 | $4,934.84 | - | -$161.61 | -3.17% | -2.35% |
| ARKK ARK Innovation ETF Fund | 2 | $139 | $165.25 | - | $26.25 | 18.88% | -3.577% |
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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 - $561,544.56, Microsoft Corp - $316,656.67, iShares MSCI EAFE ETF - $279,598.78, Invesco QQQ Trust, Series 1 - $242,923.65, and Invesco BulletShares 2028 Corporate Bond ETF - $89,846.54. 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 - $177,271.52, and Alphabet Inc - $104,382.45. 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 $1.89M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $565,851.93, Invesco QQQ Trust, Series 1 - $255,239.84, Invesco BulletShares 2028 Corporate Bond ETF - $86,280.36, Microsoft Corp - $62,549.08, and SPDR S&P MidCap 400 ETF Trust - $49,468.66. 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.
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