Carol Somoano Portfolio
Invests via Asset Planning Inc. | Managed by Sandra C. Field, Carol Somoano, Erin Nelsen
Invests via Asset Planning Inc.
Managed by Sandra C. Field, Carol Somoano, Erin Nelsen
Automatically Tracked
Operating executive and finance professional with experience in corporate finance, investor relations and strategic planning for growth-stage technology and consumer companies. Carol Somoano is known for leading FP&A, capital raises and public-company reporting while partnering with CEOs and boards on M&A and growth initiatives. She brings cross-functional operating experience, capital markets fluency and a focus on scaling finance teams to support revenue expansion.
Operating executive and finance professional with experience in corporate finance, investor relations and strategic planning for growth-stage technology and consumer companies. Carol Somoano is known for leading FP&A, capital raises and public-company reporting while partnering with CEOs and boards on M&A and growth initiatives. She brings cross-functional operating experience, capital markets fluency and a focus on scaling finance teams to support revenue expansion.
Investment Philosophy & Strategy
Operating executive and finance professional with experience in corporate finance, investor relations and strategic planning for growth-stage technology and consumer companies. Carol Somoano is known for leading FP&A, capital raises and public-company reporting while partnering with CEOs and boards on M&A and growth initiatives. She brings cross-functional operating experience, capital markets fluency and a focus on scaling finance teams to support revenue expansion.
Operating executive and finance professional with experience in corporate finance, investor relations and strategic planning for growth-stage technology and consumer companies. Carol Somoano is known for leading FP&A, capital raises and public-company reporting while partnering with CEOs and boards on M&A and growth initiatives. She brings cross-functional operating experience, capital markets fluency and a focus on scaling finance teams to support revenue expansion.
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:
21.32%
Gain +0.14%
Monthly
0.9%
Yearly
11.39%
Drawdown
13.9%
$152.66M
Equity
Holdings
$152.66M
Investment
$124.95M
$27.56M
Profit +$235,848.93
Realized
-$156,086.66
Unrealized
$27.71M
Dividends
$4.65M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$235,848.93
Win %
59%
This Week
Compared To Last Week
Gain
1.68%
Profit
$2.52M
Win %
59%
This Month
Compared to last month
Gain
3.87%
Profit
$5.69M
Win %
59%
This Year
Compared to last year
Gain
1.74%
Profit
$2.62M
Win %
57%
AA Alcoa Corporation
+5.81%
+$68.15 
MBOT Microbot Medical Inc.
+4.39%
+$83.4 
HONA Honeywell Aerospace Inc.
+3.77%
+$12,140.3 
EXE Expand Energy Corporation
+3.24%
+$135.32 
SWKS Skyworks Solutions Inc.
+2.92%
+$381.15 
BP BP p.l.c. Sponsored ADR
+2.88%
+$1,016.96 
BKR Baker Hughes Company
+2.85%
+$57.35 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$80.8 
CNQ Canadian Natural Resources Limited
+2.79%
+$1,305 
SLB Schlumberger Limited
+2.73%
+$52.8 
BTI British American Tobacco p.l.c. ADR
+2.68%
+$5,019.54 
VSNT Versant Media Group, Inc.
+2.66%
+$63.91 
TTE TotalEnergies SE
+2.62%
+$1,317.23 
DTM Dt Midstream Inc.
+2.57%
+$168.03 
COP ConocoPhillips
+2.57%
+$422.24 
FDXF FedEx Freight Holding Company Inc.
+2.48%
+$32.82 
LMT Lockheed Martin Corporation
+2.38%
+$24,205.92 
RTX RTX Corporation
+2.36%
+$20,870.89 
CX Cemex S.A.B. de C.V. Sponsored ADR
+2.34%
+$40.89 
F Ford Motor Company
+2.27%
+$572.04 
HAL Halliburton Company
+2.07%
+$1,333.48 
DVN Devon Energy Corporation
+2.04%
+$1,455.24 
PEP PepsiCo, Inc.
+2.03%
+$1,229.56 
DBO Invesco DB Oil Fund
+2.02%
+$510 
AEP American Electric Power Company, Inc.
+1.94%
+$2,529.14 
OXY Occidental Petroleum Corporation
+1.9%
+$116.66 
CMCSA Comcast Corp
+1.88%
+$826.15 
PEG Public Service Enterprise Group Incorporated
+1.85%
+$260 
NEM Newmont Corporation
+1.85%
+$428 
CVX Chevron Corporation
+1.82%
+$40,019.7 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.77%
+$13.16 
SO The Southern Company
+1.76%
+$20,789.94 
MLM Martin Marietta Materials, Inc.
+1.76%
+$77.62 
NUE Nucor Corporation
+1.73%
+$880 
USB U.S. Bancorp
+1.71%
+$1,194.62 
TJX The TJX Companies, Inc.
+1.71%
+$4,577.51 
EPD Enterprise Products Partners L.P.
+1.67%
+$999 
DUK Duke Energy Corporation
+1.6%
+$6,574 
MDLZ Mondelez International, Inc.
+1.59%
+$546 
AZO AutoZone Inc.
+1.58%
+$242.45 
ROK Rockwell Automation, Inc.
+1.57%
+$1,145.26 
ED Consolidated Edison, Inc.
+1.55%
+$15,128.3 
TRIP Tripadvisor Inc.
+1.54%
+$2.61 
PNW Pinnacle West Capital Corporation
+1.53%
+$1,317.5 
CLF Cleveland-Cliffs Inc.
+1.52%
+$55.69 
CNP CenterPoint Energy Inc.
+1.52%
+$363 
XOM Exxon Mobil Corporation
+1.52%
+$25,257.01 
DNP DNP Select Income Fund Inc.
+1.47%
+$2,950.75 
LHX L3Harris Technologies, Inc.
+1.47%
+$180.54 
GD General Dynamics Corporation
+1.46%
+$5,381.36 
FCNCA First Citizens BancShares, Inc.
+1.44%
+$302.9 
HSY The Hershey Company
+1.38%
+$334.8 
OTIS Otis Worldwide Corporation
+1.38%
+$19.4 
LNT Alliant Energy Corporation
+1.37%
+$92.92 
AMT American Tower Corporation
+1.34%
+$478.71 
KO The Coca-Cola Company
+1.33%
+$8,380.23 
C Citigroup Inc.
+1.33%
+$13,234.8 
VTRS Viatris Inc.
+1.32%
+$2,436 
AIG American International Group Inc.
+1.31%
+$382.72 
D Dominion Energy, Inc.
+1.27%
+$1,713.6 
MO Altria Group, Inc.
+1.27%
+$44,527.8 
GSK GSK plc Sponsored ADR
+1.24%
+$161.04 
VALE Vale S.A.
+1.23%
+$15.68 
ALL Allstate Corporation
+1.23%
+$93,421.44 
CF CF Industries Holdings, Inc.
+1.23%
+$248.43 
COST Costco Wholesale Corporation
+1.23%
+$78,474.55 
JPM JPMorgan Chase & Co.
+1.21%
+$11,505.89 
MET MetLife Inc.
+1.21%
+$36.45 
MAR Marriott International Inc. - Class A
+1.21%
+$7,075.07 
LAMR Lamar Advertising Company
+1.18%
+$522 
ZTS Zoetis Inc.
+1.17%
+$96.6 
SRE Sempra
+1.17%
+$19,394.88 
DOV Dover Corporation
+1.16%
+$29.38 
NEE NextEra Energy, Inc.
+1.14%
+$5,849.1 
GE General Electric Company
+1.12%
+$640.5 
XYL Xylem Inc.
+1.12%
+$58 
PSX Phillips 66
+1.12%
+$3,525.11 
VTR Ventas Inc.
+1.11%
+$2,514.5 
RCL Royal Caribbean Group
+1.1%
+$10,163.97 
PNC The PNC Financial Services Group, Inc.
+1.09%
+$1,123.2 
DTE DTE Energy Company
+1.07%
+$151.8 
VIK Viking Holdings Ltd
+1.07%
+$5,881.5 
IDA Idacorp Inc.
+1.07%
+$805.92 
MRK Merck & Co., Inc.
+1.06%
+$3,776.08 
WFC Wells Fargo & Company
+1.05%
+$2,998.02 
AMTM Amentum Holdings, Inc.
+1.05%
+$358.6 
BLK BlackRock, Inc.
+1.04%
+$1,035.96 
EXR Extra Space Storage Inc.
+1.04%
+$500.5 
CMI Cummins Inc.
+1.03%
+$82.35 
POWI Power Integrations Inc.
+1.02%
+$58.42 
GM General Motors Company
+1.02%
+$47.6 
XEL Xcel Energy Inc.
+1%
+$225 
TXN Texas Instruments Inc
+0.99%
+$1,755.23 
VZ Verizon Communications Inc.
+0.97%
+$21,024.42 
WTRG Essential Utilities Inc.
+0.93%
+$290.62 
O Realty Income Corporation
+0.88%
+$24,349.57 
PG Procter & Gamble Co
+0.87%
+$12,658.88 
CARR Carrier Global Corporation
+0.85%
+$19.07 
NKE Nike, Inc. - Class B
+0.83%
+$132.06 
LLY Eli Lilly and Company
+0.83%
+$137,724.3 
NWE NorthWestern Energy Group, Inc.
+0.83%
+$184.83 
HD The Home Depot, Inc.
+0.81%
+$5,510 
HON Honeywell International Inc.
+0.8%
+$3,316.32 
AAPL Apple Inc.
+0.75%
+$78,814.19 
SLF Sun Life Financial Inc.
+0.75%
+$400.02 
HMC Honda Motor Co., Ltd.
+0.75%
+$220.57 
RHHBY Roche Holding AG
+0.74%
+$129.36 
CTVA Corteva Inc.
+0.74%
+$208.53 
MRSH Marsh & McLennan Companies, Inc.
+0.73%
+$16.44 
BKH Black Hills Corporation
+0.72%
+$807.4 
FAST Fastenal Co.
+0.71%
+$36.36 
OTTR Otter Tail Corporation
+0.71%
+$320 
SCI Service Corporation International
+0.7%
+$117.52 
WMT Walmart Inc.
+0.68%
+$3,138.4 
PSA Public Storage Common Stock
+0.66%
+$2,400.45 
KMB Kimberly-Clark Corporation
+0.66%
+$347.3 
EIX Edison International
+0.65%
+$5,351.4 
BCE BCE Inc.
+0.64%
+$460.46 
CI The Cigna Group
+0.64%
+$57.15 
ITW Illinois Tool Works Inc.
+0.64%
+$259.5 
JNJ Johnson & Johnson
+0.64%
+$7,602.42 
WPC W. P. Carey Inc.
+0.63%
+$623.7 
MBC MasterBrand, Inc.
+0.58%
+$66.32 
V Visa Inc. Class A
+0.57%
+$1,929.34 
NLOP Net Lease Office Properties.
+0.57%
+$5.61 
KVUE Kenvue Inc.
+0.56%
+$36.23 
GEV GE Vernova Inc.
+0.55%
+$967.68 
ABBV AbbVie Inc.
+0.54%
+$4,525.04 
T AT&T Inc.
+0.53%
+$417.75 
ADM Archer-Daniels-Midland Co
+0.53%
+$268.4 
CPB The Campbell's Company
+0.53%
+$52.5 
AJG Arthur J. Gallagher & Co.
+0.53%
+$1,189.31 
NVS Novartis AG Sponsored ADR
+0.53%
+$84.53 
BNY BlackRock New York Municipal Income Trust
+0.5%
+$26.27 
CB Chubb Limited
+0.49%
+$7,672.72 
AEG Aegon N.V.
+0.48%
+$8.72 
MUA BlackRock MuniAssets Fund, Inc.
+0.48%
+$84.37 
BRK-B Berkshire Hathaway Inc.
+0.47%
+$7,705.59 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.43%
+$70 
DIS The Walt Disney Company
+0.42%
+$1,181.11 
PYPL PayPal Holdings Inc
+0.42%
+$129.12 
HXL Hexcel Corporation
+0.41%
+$12.58 
REZI Resideo Technologies Inc.
+0.39%
+$1.62 
PFE Pfizer Inc.
+0.39%
+$774.52 
EXPE Expedia Group, Inc.
+0.39%
+$79.1 
TDG TransDigm Group Inc.
+0.35%
+$34,538.04 
PNFP Pinnacle Financial Partners Inc.
+0.32%
+$575.84 
SPG Simon Property Group, Inc.
+0.32%
+$1,622.4 
SLVM Sylvamo Corporation
+0.31%
+$9 
TD The Toronto-Dominion Bank
+0.29%
+$472.85 
SNA Snap-on Inc.
+0.28%
+$842.4 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.26%
+$4 
AWR American States Water Co.
+0.25%
+$304.5 
ADP Automatic Data Processing Inc.
+0.25%
+$110.16 
SOLS Sollensys Corp
+0.25%
+$142.35 
MPC Marathon Petroleum Corporation
+0.23%
+$224 
BAC Bank of America Corporation
+0.23%
+$651.84 
CCL Carnival Corporation Ltd.
+0.23%
+$8.7 
AMGN Amgen Inc.
+0.22%
+$708.61 
FCX Freeport-McMoRan Inc.
+0.21%
+$99.75 
PNR Pentair plc
+0.21%
+$4.29 
TRV The Travelers Companies, Inc.
+0.2%
+$142.45 
FBIN Fortune Brands Innovations Inc.
+0.2%
+$80 
WM Waste Management, Inc.
+0.17%
+$1,265.03 
IP International Paper Company
+0.16%
+$39.1 
MCD McDonald's Corporation
+0.16%
+$4,991.61 
IRM Iron Mountain Inc.
+0.16%
+$540 
SBUX Starbucks Corporation
+0.12%
+$1,804.56 
BIIB Biogen Inc.
+0.12%
+$24.36 
SBRA Sabra Health Care REIT, Inc.
+0.08%
+$302.64 
BA Boeing Company
+0.07%
+$106.6 
PLDGP Prologis Inc. 8.54% Perpetual Preferred Stock
+0.06%
+$21.93 
GEHC GE HealthCare Technologies Inc.
+0.06%
+$8.76 
CVS CVS Health Corporation
+0.04%
+$127.08 
BUCK Simplify Treasury Option Income ETF
+0.04%
+$6.08 
B BARRICK MINING CORP Common Stock (ABR0)
+0.04%
+$7.5 
ABT Abbott Laboratories
+0.03%
+$78.18 
TEL TE Connectivity plc
+0.03%
+$9.84 
CAT Caterpillar Inc.
+0.01%
+$135.79 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
DDAIF Daimler AG
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
JEC Jacobs Engineering Group Inc
0%
$0 HNT
HNT
0%
$0 WEC
WEC
0%
$0 LAC
LAC
0%
$0 4491
44919P508
0%
$0 7434
74340W103
0%
$0 N457
N4578E595
0%
$0 00BD
00BD845X2
0%
$0 00BL
00BLP1HW5
0%
$0 G420
G42089113
0%
$0 K731
K7314N152
0%
$0 HHH
HHH
0%
$0 AZN
AZN
0%
$0 
SMCI Super Micro Computer Inc
-8.61%
-$906 
INFQ Infleqtion Inc.
-8.23%
-$507 
FTNT Fortinet Inc.
-7.45%
-$23,400.85 
PANW Palo Alto Networks, Inc.
-7.37%
-$31,956.58 
CRWD CrowdStrike Holdings, Inc.
-6.94%
-$6,788 
IONQ IonQ, Inc.
-6.83%
-$93.8 
TEM Tempus AI, Inc.
-6.79%
-$966 
PLTR Palantir Technologies Inc.
-6.53%
-$25,263.7 
BBAI BigBear.ai Holdings Inc.
-5.59%
-$195 
BB BlackBerry Ltd.
-5.4%
-$470 
XPOF Xponential Fitness Inc.
-5.29%
-$558.6 
ASTS AST SpaceMobile, Inc.
-5.05%
-$224.54 
LUMN Lumen Technologies Inc.
-4.62%
-$1,822.5 
NOW ServiceNow, Inc.
-4.61%
-$2,740 
ARM Arm Holdings plc American Depositary Receipt
-4.08%
-$1,498.5 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.01%
-$242.2 
INTC Intel Corporation
-3.98%
-$5,700 
DOCU DocuSign Inc.
-3.68%
-$142.5 
AMD Advanced Micro Devices, Inc.
-3.61%
-$51,276.54 
MU Micron Technology, Inc.
-3.6%
-$14,807 
ANET Arista Networks, Inc.
-3.43%
-$260.76 
ORCL Oracle Corporation
-3.39%
-$528.96 
CAMT Camtek Ltd.
-3.23%
-$425 
PS Pluralsight Inc
-3.15%
-$588 
HOOD Robinhood Markets, Inc.
-3.13%
-$13,920.2 
AVGO Broadcom Inc.
-3.06%
-$4,279.24 
GLW Corning Incorporated
-3.03%
-$2,939.99 
MRVL Marvell Technology, Inc.
-2.94%
-$716.09 
COIN Coinbase Global, Inc.
-2.91%
-$10.7 
FDN First Trust Dow Jones Internet Index Fund
-2.73%
-$608.76 
RIVN Rivian Automotive, Inc.
-2.65%
-$186.3 
META Meta Platforms Inc Class A
-2.65%
-$12,928.5 
NFLX Netflix, Inc.
-2.51%
-$37,743.55 
BIO Bio-Rad Laboratories Inc.
-2.42%
-$881 
CRM Salesforce Inc
-2.4%
-$549.63 
JOBY Joby Aviation, Inc.
-2.39%
-$885.5 
SKY Skyline Champion Corporation
-2.39%
-$191 
SOLV Solventum Corporation
-2.38%
-$56.43 
CRDO Credo Technology Group Holding Ltd.
-2.36%
-$4,135.6 
TMQ Trilogy Metals Inc.
-2.25%
-$13.75 
SCHW Charles Schwab Corporation
-2.13%
-$2,711.49 
TXRH Texas Roadhouse Inc.
-2.08%
-$1,455.5 
INTU Intuit Inc.
-1.99%
-$32.9 
ULTA Ulta Beauty Inc.
-1.98%
-$1,483.38 
NOK Nokia Corporation Sponsored ADR
-1.93%
-$6.29 
MSFT Microsoft Corp.
-1.93%
-$53,111.82 
RKT Rocket Companies, Inc. Class A
-1.85%
-$563.75 
SPCX Space Exploration Technologies Corp. Class A
-1.82%
-$1,051.48 
CSCO Cisco Systems, Inc.
-1.82%
-$20,278 
GOOG Alphabet Inc
-1.75%
-$33,146.91 
Q Qnity Electronics Inc.
-1.73%
-$1,297.89 
EW Edwards Lifesciences Corporation
-1.71%
-$39,680.78 
MGM MGM Resorts International
-1.7%
-$100 
DKNG DraftKings Inc.
-1.65%
-$0.32 
TSLA Tesla, Inc.
-1.62%
-$13,859.05 
DE Deere & Company
-1.53%
-$1,198.8 
XYZ Block, Inc.
-1.5%
-$32.4 
PNTG The Pennant Group, Inc.
-1.46%
-$185.07 
NVT nVent Electric plc
-1.42%
-$173.88 
BX Blackstone Inc.
-1.4%
-$578.34 
ASIX AdvanSix Inc.
-1.39%
-$76.59 
UNH UnitedHealth Group Incorporated
-1.36%
-$1,360.38 
DAL Delta Air Lines, Inc.
-1.31%
-$18.45 
CURI Curiositystream Inc.
-1.29%
-$10.5 
AMZN Amazon.com Inc
-1.28%
-$198,727.83 
UNTC Unit Corporation
-1.24%
-$171.6 
TMO Thermo Fisher Scientific Inc.
-1.23%
-$4,100.24 
DXCM DexCom, Inc.
-1.19%
-$1,352 
SPOT Spotify Technology S.A.
-1.12%
-$898.5 
TGT Target Corporation
-1.08%
-$3,564.21 
MP MP Materials Corp.
-1.02%
-$176.37 
AAL American Airlines Group Inc.
-1.02%
-$4.37 
BR Broadridge Financial Solutions, Inc.
-0.99%
-$171.27 
CEG Constellation Energy Corporation
-0.99%
-$2,270.34 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.96%
-$517.5 
CRVL CorVel Corporation
-0.92%
-$71.04 
AVAV AeroVironment Inc.
-0.89%
-$23.98 
CTSH Cognizant Technology Solutions Corporation
-0.84%
-$330 
ASPN Aspen Aerogels Inc.
-0.83%
-$1.12 
SPBC Simplify US Equity PLUS Downside Convexity ETF
-0.82%
-$34.19 
DASH DoorDash, Inc.
-0.8%
-$1,077.25 
QCOM QUALCOMM Incorporated
-0.8%
-$3,601.32 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
-0.79%
-$1,521.6 
GKOS Glaukos Corporation
-0.76%
-$630 
MDT Medtronic plc
-0.75%
-$627.84 
OEF iShares S&P 100 ETF
-0.75%
-$865.5 
FDX FedEx Corporation
-0.72%
-$53.38 
UPS United Parcel Service, Inc.
-0.69%
-$394.4 
EMR Emerson Electric Co.
-0.69%
-$737.01 
JCI Johnson Controls International plc
-0.67%
-$154.44 
MAIN Main Street Capital Corporation
-0.66%
-$180 
IVV iShares Core S&P 500 ETF
-0.66%
-$112.86 
MCO Moody's Corporation
-0.64%
-$273.23 
PRU Prudential Financial, Inc.
-0.62%
-$9.43 
MMM 3M Company
-0.58%
-$277.44 
PAYX Paychex Inc.
-0.56%
-$158.1 
SYY Sysco Corporation
-0.55%
-$966.87 
GILD Gilead Sciences Inc.
-0.55%
-$716.88 
IBM International Business Machines Corporation
-0.55%
-$1,994.1 
LUV Southwest Airlines Co.
-0.54%
-$7.92 
MT ArcelorMittal S.A.
-0.53%
-$26.46 
NWSA News Corporation
-0.51%
-$1.08 
LULU lululemon athletica inc.
-0.51%
-$42.5 
PFGC Performance Food Group Co.
-0.5%
-$200.79 
KD Kyndryl Holdings Inc.
-0.46%
-$17.94 
FHLC Fidelity MSCI Health Care Index ETF
-0.45%
-$154.28 
UNP Union Pacific Corporation
-0.43%
-$1,900.33 
CSX CSX Corporation
-0.38%
-$1,309.43 
APG Api Group Corporation
-0.37%
-$15 
ENSG The Ensign Group, Inc.
-0.35%
-$380.52 
WAB Wabtec Corporation
-0.31%
-$0.9 
BOH Bank of Hawaii Corporation
-0.3%
-$14.35 
CTRE CareTrust REIT Inc.
-0.3%
-$59.51 
TTEK Tetra Tech, Inc.
-0.29%
-$100 
TLH iShares 10-20 Year Treasury Bond ETF
-0.27%
-$200 
BTU Peabody Energy Corporation
-0.25%
-$14.4 
NVDA NVIDIA Corporation
-0.24%
-$12,485.02 
GSAT Globalstar, Inc.
-0.23%
-$12.87 
NSC Norfolk Southern Corporation
-0.19%
-$155 
CWT California Water Service Group
-0.16%
-$337.5 
EPU iShares MSCI Peru and Global Exposure ETF
-0.16%
-$2.52 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.14%
-$57.75 
DD DuPont de Nemours, Inc.
-0.14%
-$93.43 
GIS General Mills, Inc.
-0.14%
-$38.25 
WELL Welltower Inc.
-0.12%
-$5,522.31 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.11%
-$11.58 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.1%
-$27.07 
ELV Elevance Health, Inc.
-0.09%
-$63.15 
CMF iShares California Muni Bond ETF
-0.08%
-$31.5 
TR Tootsie Roll Industries, Inc.
-0.08%
-$11.7 
MA Mastercard Incorporated
-0.08%
-$1,216.36 
VST Vistra Corp
-0.07%
-$15 
BMY Bristol-Myers Squibb Company
-0.03%
-$258.99 Events
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Dividends
Dividend Analysis
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| Trades 1135 | Longs Won 631/1135 55% | Profit Factor 5.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $252,425.63 |
| Average Win $53,757.1 | Best Trade (Oct 16) $6.48M | Sharpe Ratio -9.97 |
| Average Loss -$12,627.56 | Worst Trade (Oct 15) -$1.34M | Z-Score 3.19 (99.86%) |
| Commissions $0 | Avg. Trade Length 1y 6d | Expectancy $24,278.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 00BD 00BD845X2 | 15 | $258 | $258 | - | - | - | 0.0 |
| 00BL 00BLP1HW5 | 58 | $20,872 | $20,872 | - | - | - | 0.0 |
| 4491 44919P508 | 9 | $388 | $388 | - | - | - | 0.0 |
| 7434 74340W103 | 500 | $52,850 | $52,850 | - | - | - | 0.0 |
| AA Alcoa Corporation | 29 | $1,512 | $1,240.33 | - | -$271.67 | -17.97% | +5.814% |
| AAL American Airlines Group Inc. | 35 | $610 | $425.42 | - | -$184.58 | -30.26% | -1.018% |
| AAPL Apple Inc. | 30,667 | $7.68M | $10.57M | - | $2.89M | 37.6% | +0.751% |
| ABBV AbbVie Inc. | 2,977 | $578,605.09 | $848,206.84 | - | $269,601.75 | 46.6% | +0.536% |
| ABT Abbott Laboratories | 2,606 | $295,221.34 | $272,874.26 | - | -$22,347.08 | -7.57% | +0.029% |
| ADM Archer-Daniels-Midland Co | 610 | $30,817 | $50,855.7 | - | $20,038.7 | 65.02% | +0.531% |
| ADP Automatic Data Processing Inc. | 153 | $44,787.79 | $43,814.61 | - | -$973.18 | -2.17% | +0.252% |
| AEG Aegon N.V. | 218 | $1,840 | $1,811.58 | - | -$28.42 | -1.54% | +0.484% |
| AEP American Electric Power Company, Inc. | 1,049 | $136,021.33 | $132,909.35 | - | -$3,111.98 | -2.29% | +1.94% |
| AIG American International Group Inc. | 368 | $26,920.01 | $29,498.88 | - | $2,578.87 | 9.58% | +1.314% |
| AJG Arthur J. Gallagher & Co. | 901 | $255,692.05 | $226,529.42 | - | -$29,162.63 | -11.41% | +0.528% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 20 | $2,192 | $5,797.4 | - | $3,605.4 | 164.48% | -4.01% |
| ALL Allstate Corporation | 31,776 | $6.02M | $7.71M | - | $1.69M | 28.05% | +1.227% |
| AMD Advanced Micro Devices, Inc. | 2,526 | $440,066.78 | $1.37M | - | $928,849.66 | 211.07% | -3.611% |
| AMGN Amgen Inc. | 742 | $194,068.45 | $322,758.87 | - | $128,690.42 | 66.31% | +0.22% |
| AMT American Tower Corporation | 197 | $36,257.32 | $36,206.63 | - | -$50.69 | -0.14% | +1.34% |
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FAQ
Which stocks have generated the highest profits for Carol Somoano?
The largest contributions to the portfolio's profits come from the following stocks: TransDigm Group Inc - $828,080.85, American Electric Power Company, Inc - $417,541.54, Altria Group, Inc - $413,832.45, Eli Lilly and Company - $367,726.63, and Verizon Communications Inc - $330,336.47. 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: UnitedHealth Group Incorporated - $305,429.08, Kimberly-Clark Corporation - $152,957.44, Chipotle Mexican Grill, Inc - $104,055.6, General Mills, Inc - $98,321.96, and U-Haul Holding Company - $85,341.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Carol Somoano's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.65M earned over time. The largest contributors to dividend income include TransDigm Group Inc - $792,810, Altria Group, Inc - $365,323.18, Verizon Communications Inc - $290,259.02, Allstate Corporation - $238,968.12, and Realty Income Corporation - $238,036.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Carol Somoano's monthly returns?
Carol Somoano's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Carol Somoano's strategy be considered aggressive or moderate?
Carol Somoano'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 Carol Somoano's strategy?
Carol Somoano's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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