Larry Herold Portfolio
Invests via Herold Advisors Inc. | Managed by Larry Herold
Invests via Herold Advisors Inc.
Managed by Larry Herold
Automatically Tracked
Larry Herold Profile
With a solid foundation in entrepreneurship and corporate leadership, Larry Herold has built an impressive track record across diverse industries. His extensive experience spans from founding startups to steering established organizations toward growth. By focusing on innovative solutions and operational efficiency, he has consistently delivered value through transformative initiatives. Herold's keen understanding of market dynamics enables him to navigate complex business environments effectively. As a recognized figure among investors and entrepreneurs alike, his insights into emerging trends make him a valuable asset in the realms of finance and corporate development.
With a solid foundation in entrepreneurship and corporate leadership, Larry Herold has built an impressive track record across diverse industries. His extensive experience spans from founding startups to steering established organizations toward growth. By focusing on innovative solutions and operational efficiency, he has consistently delivered value through transformative initiatives. Herold's keen understanding of market dynamics enables him to navigate complex business environments effectively. As a recognized figure among investors and entrepreneurs alike, his insights into emerging trends make him a valuable asset in the realms of finance and corporate development.
Investment Philosophy & Strategy
Opportunities in the evolving tech landscape drive Larry Herold's investment strategies. He emphasizes operational improvement and transformative potential, identifying businesses that align with forward-thinking technological advancements. With an entrepreneurial mindset, his approach leverages extensive leadership experience to foster innovation and scalability among portfolio companies. By focusing on growth through efficient practices and strong management teams, value creation remains paramount in his endeavors. His knack for spotting emerging trends empowers him to seize competitive advantages while building robust partnerships within the industry.
Opportunities in the evolving tech landscape drive Larry Herold's investment strategies. He emphasizes operational improvement and transformative potential, identifying businesses that align with forward-thinking technological advancements. With an entrepreneurial mindset, his approach leverages extensive leadership experience to foster innovation and scalability among portfolio companies. By focusing on growth through efficient practices and strong management teams, value creation remains paramount in his endeavors. His knack for spotting emerging trends empowers him to seize competitive advantages while building robust partnerships within the industry.
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:
104.27%
Gain +0.6%
Monthly
1.14%
Yearly
14.58%
Drawdown
21.5%
$518.69M
Equity
Holdings
$518.69M
Investment
$356.3M
$212.69M
Profit +$2.31M
Realized
$50.29M
Unrealized
$162.4M
Dividends
$38.95M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.6%
Profit
$2.31M
Win %
74%
This Week
Compared To Last Week
Gain
0.45%
Profit
$2.31M
Win %
74%
This Month
Compared to last month
Gain
2.11%
Profit
$10.71M
Win %
74%
This Year
Compared to last year
Gain
1.89%
Profit
$9.76M
Win %
73%
COHR Coherent Corp.
+6.76%
+$20,220.36 
TSLA Tesla, Inc.
+6.24%
+$243,426.48 
INTC Intel Corporation
+5.27%
+$36,369.78 
TECL Direxion Daily Technology Bull 3X Shares
+5.09%
+$10,461.01 
GEV GE Vernova Inc.
+5.03%
+$44,042.75 
PUSA Aureus Greenway Holdings Inc.
+4.59%
+$1,350 
LMT Lockheed Martin Corporation
+3.96%
+$73,051.71 
DOW Dow Inc.
+3.83%
+$18,777.5 
PWR Quanta Services, Inc.
+3.77%
+$8,755 
HPE Hewlett Packard Enterprise Company
+3.72%
+$18,544.79 
ABSI Absci Corporation
+3.7%
+$4,352 
MU Micron Technology Inc.
+3.67%
+$48,334.38 
LRCX Lam Research Corp.
+3.64%
+$46,986.66 
CSCO Cisco Systems, Inc.
+3.49%
+$66,532.2 
AMAT Applied Materials Inc.
+3.49%
+$27,543.88 
VRT Vertiv Holdings Co Class A Common Stock
+3.29%
+$27,623.93 
KLAC KLA Corporation
+3.24%
+$40,327.68 
AUR Aurora Innovation Inc. Class A Common Stock
+3.02%
+$3,407.5 
GLW Corning Incorporated
+3.01%
+$42,928.8 
RTX RTX Corporation
+2.97%
+$55,560.38 
MS Morgan Stanley Common Stock
+2.74%
+$38,803.73 
AMD Advanced Micro Devices Inc.
+2.67%
+$38,640.78 
PANW Palo Alto Networks, Inc.
+2.64%
+$9,798.76 
EME EMCOR Group, Inc.
+2.63%
+$16,570.22 
APH Amphenol Corp. Class A Common Stock
+2.56%
+$143,532 
HUBB Hubbell Inc.
+2.55%
+$22,548.22 
AVGO Broadcom Inc.
+2.55%
+$69,369.38 
CMPR Cimpress plc
+2.51%
+$22,034.35 
NVDA NVIDIA Corporation
+2.41%
+$535,482.22 
RCL Royal Caribbean Cruises Ltd.
+2.39%
+$15,533.48 
IRM Iron Mountain Inc.
+2.37%
+$21,963.15 
GS The Goldman Sachs Group, Inc.
+2.36%
+$40,969.64 
PH Parker-Hannifin Corporation
+2.34%
+$12,672.95 
JBL Jabil Inc.
+2.31%
+$8,102.4 
BWXT BWX Technologies, Inc.
+2.25%
+$16,072.99 
PSX Phillips 66
+2.17%
+$95,624.24 
EBS Emergent BioSolutions Inc.
+2.17%
+$1,350 
ITA iShares U.S. Aerospace & Defense ETF
+2.14%
+$4,523.04 
CCI Crown Castle Inc.
+2.13%
+$18,160.99 
ETN Eaton Corporation plc
+2.09%
+$57,681 
PM Philip Morris International Inc.
+1.78%
+$19,283.6 
VST Vistra Corp.
+1.78%
+$12,962.94 
XLK State Street Technology Select Sector SPDR ETF
+1.77%
+$7,267.32 
GILD Gilead Sciences Inc.
+1.71%
+$17,557.92 
VGT Vanguard Information Technology ETF
+1.58%
+$7,412.84 
NET Cloudflare, Inc. Class A Common Stock
+1.38%
+$6,817.18 
QQQ Invesco QQQ Trust, Series 1
+1.31%
+$9,212.98 
QCOM QUALCOMM Incorporated
+1.29%
+$29,003.79 
SBUX Starbucks Corp.
+1.23%
+$3,961.8 
GCV The Gabelli Convertible & Income Securities Fund Inc.
+1.22%
+$500.37 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+1.2%
+$11,150.7 
MSFT Microsoft Corporation Common Stock
+1.15%
+$220,080.49 
SCCO Southern Copper Corporation
+1.13%
+$2,217.5 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.13%
+$32,910.9 
NFG National Fuel Gas Company
+1.12%
+$3,908.7 
CAT Caterpillar Inc.
+1.11%
+$19,982.97 
BLK BlackRock, Inc.
+1.11%
+$5,644.27 
VUG Vanguard Morningstar Growth ETF
+1.04%
+$12,046.45 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.04%
+$5,014.3 
C Citigroup Inc.
+1.04%
+$11,606.25 
SCHG Schwab U.S. Large-Cap Growth ETF
+1%
+$21,220.85 
CAH Cardinal Health, Inc.
+0.99%
+$6,792.47 
QGRW WisdomTree U.S. Quality Growth Fund
+0.95%
+$44,576.28 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.94%
+$2,782.56 
NKE Nike, Inc. Class B Common Stock
+0.94%
+$4,524.45 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+0.92%
+$3,109.81 
JPM JPMorgan Chase & Co.
+0.91%
+$86,873.32 
AB AllianceBernstein Holding L.P.
+0.9%
+$3,571.16 
BEN Franklin Templeton Inc.
+0.89%
+$2,406.26 
SPCX Space Exploration Technologies Corp. Class A
+0.87%
+$2,074.3 
CGDV Capital Group Dividend Value ETF
+0.85%
+$25,019.43 
CPER United States Copper Index Fund
+0.79%
+$3,348 
VTI Vanguard Total Stock Market ETF
+0.77%
+$4,069.65 
DFUS Dimensional U.S. Equity Market ETF
+0.77%
+$98,045.9 
SPY State Street SPDR S&P 500 ETF Trust
+0.77%
+$2,075.49 
ET Energy Transfer LP
+0.76%
+$2,618.41 
BBUS JPMorgan BetaBuilders U.S. Equity ETF
+0.76%
+$2,070 
AVUQ Avantis U.S. Quality ETF
+0.75%
+$6,734.76 
AVLC Avantis U.S. Large Cap Equity ETF
+0.74%
+$78,258.68 
AVUV Avantis U.S. Small Cap Value ETF
+0.74%
+$29,163.66 
IVV iShares Core S&P 500 ETF
+0.74%
+$4,018.3 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,935.76 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.7%
+$2,233.66 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.7%
+$9,778.4 
CGGR Capital Group Growth ETF
+0.7%
+$2,078.08 
CFG Citizens Financial Group Inc.
+0.69%
+$1,825.65 
AVUS Avantis U.S. Equity ETF
+0.69%
+$74,867.46 
CB Chubb Limited
+0.69%
+$21,040.92 
DFAU Dimensional U.S. Core Equity Market ETF
+0.68%
+$18,831.33 
JNJ Johnson & Johnson
+0.66%
+$27,190.82 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
+0.65%
+$2,621.49 
PNI PIMCO New York Municipal Income Fund II
+0.63%
+$465.12 
GSK GSK plc ADR
+0.63%
+$2,675.52 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.63%
+$7,099.82 
AVDE Avantis International Equity Fund Institutional Class
+0.62%
+$24,802.4 
AVIV Avantis International Large Cap Value ETF
+0.62%
+$6,248.33 
GE General Electric Company
+0.61%
+$9,656.01 
BRK-B Berkshire Hathaway Inc.
+0.61%
+$21,410.68 
EPS WisdomTree U.S. LargeCap Fund
+0.61%
+$6,532.95 
AMZN Amazon.com Inc
+0.61%
+$32,096.56 
DFIV Dimensional International Value ETF
+0.61%
+$31,988.13 
BRK-A Berkshire Hathaway Inc.
+0.59%
+$4,810.13 
FDRR Fidelity Dividend ETF for Rising Rates
+0.59%
+$4,159.35 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.59%
+$1,766.53 
LRGF iShares U.S. Equity Factor ETF
+0.59%
+$10,269.35 
QLC FlexShares US Quality Large Cap Index Fund
+0.58%
+$33,334.6 
GPIX Goldman Sachs S&P 500 Premium Income ETF
+0.58%
+$6,569.92 
GUT The Gabelli Utility Trust
+0.57%
+$457.88 
IAU iShares Gold Trust
+0.57%
+$1,451.25 
CTAS Cintas Corporation
+0.56%
+$17,661.79 
GLD SPDR Gold Shares
+0.56%
+$12,903.41 
QDEF FlexShares Quality Dividend Defensive Index Fund
+0.55%
+$2,375.51 
BAC Bank of America Corporation
+0.53%
+$9,772.86 
FDVV Fidelity High Dividend ETF
+0.53%
+$1,621.62 
IWR iShares Russell Mid-Cap ETF
+0.53%
+$1,740 
GM General Motors Co.
+0.52%
+$1,896 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$2,913.12 
SPG Simon Property Group Inc.
+0.52%
+$1,090 
AMGN Amgen Inc. Common Stock
+0.51%
+$8,486.26 
NNY Nuveen New York Municipal Value Fund, Inc.
+0.51%
+$1,104.12 
DIVI Franklin International Core Equity Fund
+0.51%
+$2,384.78 
PRU Prudential Financial, Inc.
+0.5%
+$1,351.98 
JQUA JPMorgan U.S. Quality Factor ETF
+0.5%
+$4,153.78 
MCD McDonald's Corporation
+0.5%
+$5,949.52 
QLV FlexShares US Quality Low Volatility Index Fund
+0.5%
+$2,322.27 
AVSC Avantis U.S. Small Cap Equity ETF
+0.49%
+$1,762.95 
UNP Union Pacific Corp.
+0.49%
+$5,299.2 
AVLV Avantis U.S. Large Cap Value ETF
+0.48%
+$28,950.75 
RDVY First Trust Rising Dividend Achievers ETF
+0.48%
+$6,210.34 
NTSX WisdomTree U.S. Efficient Core Fund
+0.47%
+$6,325 
ABT Abbott Laboratories
+0.46%
+$5,482.56 
AVMV Avantis U.S. Mid Cap Value ETF
+0.46%
+$5,934.96 
MYN BlackRock MuniYield New York Quality Fund, Inc.
+0.45%
+$2,211 
LLY Eli Lilly and Company
+0.44%
+$57,194.74 
F Ford Motor Co.
+0.43%
+$1,433.55 
XOM ExxonMobil Holdings Corporation
+0.43%
+$52,027.03 
JEPI JPMorgan Equity Premium Income ETF
+0.43%
+$15,783.88 
SLV iShares Silver Trust
+0.43%
+$5,065.62 
DOL WisdomTree True Developed International Fund
+0.4%
+$3,091.66 
CWB SPDR Bloomberg Convertible Securities ETF
+0.39%
+$4,412.25 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.39%
+$2,038.3 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.39%
+$9,188.02 
DGRO iShares Core Dividend Growth ETF
+0.38%
+$3,837.6 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.38%
+$478.69 
GINN Goldman Sachs Innovate Equity ETF
+0.37%
+$1,291.8 
TRV The Travelers Companies, Inc.
+0.37%
+$1,043 
WMT Walmart Inc.
+0.37%
+$30,768.76 
EXPD Expeditors International of Washington Inc.
+0.36%
+$1,774.97 
T AT&T Inc.
+0.36%
+$8,226.9 
IQDY FlexShares International Quality Dividend Dynamic Index Fund
+0.35%
+$17,994.79 
BN Brookfield Corporation
+0.34%
+$7,806.37 
BST BlackRock Science and Technology Trust
+0.34%
+$960 
BA The Boeing Company
+0.32%
+$4,548.52 
ABBV AbbVie Inc.
+0.29%
+$28,649.88 
XLF State Street Financial Select Sector SPDR ETF
+0.29%
+$1,071.04 
AMT American Tower Corporation
+0.28%
+$3,843.84 
XLE State Street Energy Select Sector SPDR ETF
+0.27%
+$11,263.2 
WM Waste Management Inc.
+0.27%
+$1,193.6 
EMR Emerson Electric Co.
+0.25%
+$528.4 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.23%
+$983.34 
PEG Public Service Enterprise Group Inc.
+0.23%
+$2,655.89 
ITW Illinois Tool Works Inc.
+0.23%
+$713 
WPC W. P. Carey Inc.
+0.22%
+$730.8 
D Dominion Energy, Inc.
+0.21%
+$561.4 
FALN iShares Fallen Angels USD Bond ETF
+0.19%
+$1,214.7 
SPGP Invesco S&P 500 GARP ETF
+0.16%
+$414.2 
NEE NextEra Energy Inc.
+0.16%
+$3,778.12 
AVIG Avantis Core Fixed Income ETF
+0.15%
+$11,128.2 
FTCS First Trust Capital Strength ETF
+0.15%
+$404.85 
DFCF Dimensional Core Fixed Income ETF
+0.15%
+$11,222.88 
BBBI BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
+0.14%
+$2,113.44 
BNDC FlexShares Core Select Bond Fund
+0.14%
+$414.33 
OGS One Gas Inc.
+0.13%
+$360 
NUE Nucor Corporation
+0.11%
+$2,737.69 
ORCL Oracle Corporation
+0.11%
+$728.42 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.11%
+$369.05 
JBND JPMorgan Active Bond ETF
+0.11%
+$1,580.7 
WMB The Williams Companies, Inc.
+0.1%
+$985.81 
COST Costco Wholesale Corp
+0.06%
+$1,683.28 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.04%
+$106.04 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$398.99 
AVGB Avantis Credit ETF
+0.03%
+$489.11 
JPIE JPMorgan Income ETF
+0.02%
+$220 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.02%
+$152.74 
SKOR FlexShares Credit-Scored US Corporate Bond Index Fund
+0.02%
+$1,162.03 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$678.2 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$104.98 
AXP American Express Company
+0.01%
+$35.11 
ACHR Archer Aviation Inc. Class A Common Stock
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 OKE
OKE
0%
$0 2523
25239Y196
0%
$0 CLBK
CLBK
0%
$0 XTND
XTND
0%
$0 
NFLX Netflix Inc.
-4.19%
-$33,362.88 
MRK Merck & Co., Inc.
-3.15%
-$144,000.7 
VZ Verizon Communications Inc.
-2.96%
-$117,190.92 
CMCSA Comcast Corp. Class A Common Stock
-2.91%
-$10,833.24 
CAG Conagra Brands Inc.
-2.83%
-$5,544 
INTU Intuit Inc.
-2.74%
-$44,932.05 
DIS The Walt Disney Company
-2.04%
-$17,777.27 
TGT Target Corp.
-2.01%
-$9,157.32 
ACN Accenture plc
-1.92%
-$15,626.91 
UNH UnitedHealth Group Inc.
-1.74%
-$15,965.04 
JOBY Joby Aviation, Inc.
-1.68%
-$800 
MA Mastercard Inc. Class A Common Stock
-1.65%
-$160,741.79 
IQV IQVIA Holdings Inc.
-1.54%
-$13,791.97 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.45%
-$4,674.95 
HSY The Hershey Company Common Stock
-1.31%
-$9,147.95 
PDI Pimco Dynamic Income Fund
-1.29%
-$5,312.46 
QXO QXO Inc.
-1.28%
-$1,846.53 
KMI Kinder Morgan Inc.
-1.26%
-$10,780.6 
USO United States Oil Fund, LP
-1.25%
-$3,187.5 
DE Deere & Company
-1.24%
-$18,290.21 
ICE Intercontinental Exchange, Inc.
-1.18%
-$5,105.31 
AAPL Apple Inc.
-1.11%
-$315,060.16 
BP BP Plc Sponsored ADR
-1.11%
-$12,219.66 
UPS United Parcel Service, Inc. Class B Common Stock
-1.03%
-$6,856.71 
V Visa Inc. Class A
-1.01%
-$90,837.98 
TPL Texas Pacific Land Corporation
-0.97%
-$6,837.15 
CVS CVS Health Corporation Common Stock
-0.92%
-$7,159.5 
IBN ICICI Bank Ltd. Sponsored ADR
-0.87%
-$7,382.25 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.82%
-$19,249.81 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.81%
-$27,470.87 
UBER Uber Technologies Inc.
-0.79%
-$1,684.2 
PFE Pfizer Inc.
-0.75%
-$17,105.03 
PG The Procter & Gamble Company
-0.74%
-$26,212.8 
KHC The Kraft Heinz Company
-0.67%
-$1,542.75 
HD The Home Depot, Inc.
-0.66%
-$28,537.75 
MO Altria Group, Inc.
-0.65%
-$4,753 
BIP Brookfield Infrastructure Partners L.P.
-0.62%
-$20,714.03 
SCHW The Charles Schwab Corporation
-0.61%
-$6,134.97 
TMUS T-Mobile US Inc.
-0.6%
-$5,431.18 
ISRG Intuitive Surgical Inc.
-0.55%
-$15,996.06 
GOOG Alphabet Inc
-0.51%
-$10,669.32 
ALLE Allegion plc
-0.5%
-$5,633.7 
ED Consolidated Edison Inc.
-0.49%
-$9,805.71 
EPD Enterprise Products Partners L.P.
-0.48%
-$1,214.47 
IBM International Business Machines Corporation
-0.43%
-$22,259.6 
ICVT iShares Convertible Bond ETF
-0.4%
-$4,294.52 
GOOGL Alphabet Inc
-0.39%
-$30,248.28 
RDIV Invesco S&P Ultra Dividend Revenue ETF
-0.37%
-$2,673.44 
BMY Bristol-Myers Squibb Company
-0.36%
-$7,897.12 
AVEM Avantis Emerging Markets Equity ETF
-0.35%
-$6,950.51 
PEP PepsiCo, Inc.
-0.35%
-$1,837.7 
NVST Envista Holdings Corp.
-0.34%
-$684 
CVX Chevron Corporation
-0.34%
-$23,413.71 
CCD Calamos Dynamic Convertible and Income Fund
-0.32%
-$2,415.56 
SCHD Schwab U.S. Dividend Equity ETF
-0.31%
-$2,111.18 
DUK Duke Energy Corporation
-0.31%
-$840.46 
MMM 3M Company
-0.29%
-$2,871.87 
ADM Archer-Daniels-Midland Company
-0.29%
-$1,186.98 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.29%
-$852.15 
MLM Martin Marietta Materials, Inc.
-0.28%
-$1,464.03 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.27%
-$644.67 
BIPC Brookfield Infrastructure Corporation Class A Shares
-0.27%
-$777.5 
BX Blackstone Inc.
-0.18%
-$1,270.92 
PLD Prologis, Inc.
-0.18%
-$2,090.7 
SPGI S&P Global Inc.
-0.17%
-$3,199.6 
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF
-0.14%
-$939.89 
KO The Coca-Cola Company
-0.12%
-$770.96 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.11%
-$6,413.6 
KIO KKR Income Opportunities Fund
-0.1%
-$152.25 
AEP American Electric Power Company, Inc.
-0.1%
-$348.14 
APD Air Products and Chemicals Inc.
-0.09%
-$649.25 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-0.08%
-$297.36 
META Meta Platforms Inc Class A
-0.08%
-$3,470.67 
NGG National Grid plc Sponsored ADR
-0.05%
-$556.72 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5210 | Longs Won 3081/5210 59% | Profit Factor 6.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $308,468.69 |
| Average Win $80,849.22 | Best Trade (Oct 23) $11.36M | Sharpe Ratio -87.87 |
| Average Loss -$17,098.81 | Worst Trade (Sep 30) -$1.08M | Z-Score 7.24 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m | Expectancy $40,824.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y196 | 34,697 | $1,454.15 | $1,454.15 | - | - | - | 0.0 |
| AAPL Apple Inc. | 81,516 | $12.36M | $28.03M | - | $15.67M | 126.79% | -1.111% |
| AB AllianceBernstein Holding L.P. | 11,337 | $545,556.26 | $399,572.56 | - | -$145,983.7 | -26.76% | +0.902% |
| ABBV AbbVie Inc. | 34,107 | $4.29M | $9.77M | - | $5.48M | 127.73% | +0.294% |
| ABSI Absci Corporation | 12,800 | $137,856 | $121,856 | - | -$16,000 | -11.61% | +3.704% |
| ABT Abbott Laboratories | 11,422 | $1.2M | $1.19M | - | -$9,283.48 | -0.77% | +0.463% |
| ACHR Archer Aviation Inc. Class A Common Stock | 15,500 | $49,358 | $60,605 | - | $11,247 | 22.79% | 0.0 |
| ACN Accenture plc | 3,259 | $774,475.93 | $797,069.92 | - | $22,593.99 | 2.92% | -1.923% |
| ADM Archer-Daniels-Midland Company | 5,051 | $359,265.51 | $403,600.15 | - | $44,334.64 | 12.34% | -0.293% |
| AEP American Electric Power Company, Inc. | 2,678 | $366,377.18 | $346,961.68 | - | -$19,415.5 | -5.3% | -0.1% |
| ALLE Allegion plc | 6,330 | $863,109.14 | $1.13M | - | $264,200.56 | 30.61% | -0.497% |
| AMAT Applied Materials Inc. | 2,093 | $376,633.44 | $817,107.2 | - | $440,473.76 | 116.95% | +3.488% |
| AMD Advanced Micro Devices Inc. | 2,796 | $399,057.76 | $1.48M | - | $1.08M | 271.77% | +2.674% |
| AMGN Amgen Inc. Common Stock | 3,755 | $1.12M | $1.66M | - | $539,517.33 | 48.24% | +0.514% |
| AMT American Tower Corporation | 7,392 | $1.76M | $1.4M | - | -$363,631.24 | -20.61% | +0.275% |
| AMZN Amazon.com Inc | 21,256 | $3.28M | $5.3M | - | $2.03M | 61.77% | +0.609% |
| APD Air Products and Chemicals Inc. | 2,450 | $638,219.3 | $751,868.25 | - | $113,648.95 | 17.81% | -0.086% |
| APH Amphenol Corp. Class A Common Stock | 75,543 | $1.51M | $5.74M | - | $4.23M | 280.35% | +2.564% |
| AUR Aurora Innovation Inc. Class A Common Stock | 23,500 | $160,270 | $116,442.5 | - | -$43,827.5 | -27.35% | +3.015% |
| AVDE Avantis International Equity Fund Institutional Class | 44,689 | $2.88M | $3.99M | - | $1.11M | 38.53% | +0.625% |
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FAQ
Which stocks have generated the highest profits for Larry Herold?
The largest contributions to the portfolio's profits come from the following stocks: Amphenol Corp. Class A Common Stock - $7.52M, NVIDIA Corporation - $7.16M, ExxonMobil Holdings Corporation - $4.35M, Avantis U.S. Equity ETF - $3.33M, and Apple Inc - $3.04M. 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: Nike, Inc. Class B Common Stock - $2.02M, PayPal Holdings, Inc - $671,504.82, Skyworks Solutions, Inc - $661,454.8, Comcast Corp. Class A Common Stock - $608,273.67, and The Walt Disney Company - $578,331.27. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Larry Herold's portfolio generate?
The portfolio generates substantial dividend income, with a total of $38.95M earned over time. The largest contributors to dividend income include AbbVie Inc - $1.15M, Verizon Communications Inc - $968,538.69, JPMorgan Equity Premium Income ETF - $918,778.94, ExxonMobil Holdings Corporation - $875,338.53, and Brookfield Infrastructure Partners L.P - $825,850.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Larry Herold's monthly returns?
Larry Herold'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 Larry Herold's strategy be considered aggressive or moderate?
Larry Herold'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 Larry Herold's strategy?
Larry Herold'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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