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:
21.02%
Gain -1.14%
Monthly
0.96%
Yearly
12.13%
Drawdown
13.96%
$152.14M
Equity
Holdings
$152.14M
Investment
$124.95M
$27.16M
Profit -$1.79M
Realized
-$28,731.14
Unrealized
$27.19M
Dividends
$4.22M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.14%
Profit
-$1.79M
Win %
65%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$1.79M
Win %
65%
This Month
Compared to last month
Gain
-0.38%
Profit
-$582,851.69
Win %
65%
This Year
Compared to last year
Gain
1.48%
Profit
$2.23M
Win %
63%
AMZN Amazon.com Inc
+15.32%
+$2.2M 
DXCM DexCom, Inc.
+11.95%
+$11,583 
GOOG Alphabet Inc
+6.88%
+$126,266.09 
NVT nVent Electric plc
+6.24%
+$758.52 
ANET Arista Networks, Inc.
+5.46%
+$382.53 
FTNT Fortinet Inc.
+4.99%
+$13,297.9 
SOLS Sollensys Corp
+4.84%
+$2,638.22 
GSAT Globalstar, Inc.
+4.11%
+$217.14 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$230.8 
META Meta Platforms Inc Class A
+3.28%
+$11,721.83 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$463.97 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$2,256 
MSFT Microsoft Corp.
+3.02%
+$69,489.19 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$5,791.81 
NVDA NVIDIA Corporation
+2.93%
+$135,789.68 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$870 
ASPN Aspen Aerogels Inc.
+2.66%
+$3 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$527.44 
SMCI Super Micro Computer Inc
+2.42%
+$201 
CVX Chevron Corporation
+2.35%
+$45,335.6 
MRVL Marvell Technology, Inc.
+2.32%
+$430.26 
BP BP p.l.c. Sponsored ADR
+2.26%
+$729 
FAST Fastenal Co.
+2.25%
+$106.05 
GLW Corning Incorporated
+2.24%
+$2,121 
TTEK Tetra Tech, Inc.
+2.19%
+$710 
DVN Devon Energy Corporation
+2.17%
+$1,390.08 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$35.76 
AMTM Amentum Holdings, Inc.
+2.16%
+$842.71 
CSCO Cisco Systems, Inc.
+2.14%
+$24,637.77 
PSA Public Storage Common Stock
+2.12%
+$8,272.32 
OXY Occidental Petroleum Corporation
+2%
+$113.12 
JCI Johnson Controls International plc
+1.93%
+$433.68 
HAL Halliburton Company
+1.93%
+$1,196.21 
ROK Rockwell Automation, Inc.
+1.93%
+$1,569.11 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$60.6 
AVAV AeroVironment Inc.
+1.91%
+$61.6 
LHX L3Harris Technologies, Inc.
+1.9%
+$263.16 
PANW Palo Alto Networks, Inc.
+1.89%
+$7,201.65 
IONQ IonQ, Inc.
+1.87%
+$26.8 
CRM Salesforce Inc
+1.83%
+$307.83 
ORCL Oracle Corporation
+1.81%
+$267.96 
EXE Expand Energy Corporation
+1.74%
+$74.06 
VTR Ventas Inc.
+1.73%
+$4,253.25 
ZTS Zoetis Inc.
+1.66%
+$132.3 
DBO Invesco DB Oil Fund
+1.56%
+$330 
VZ Verizon Communications Inc.
+1.52%
+$34,225.8 
LMT Lockheed Martin Corporation
+1.5%
+$16,500.56 
UNTC Unit Corporation
+1.48%
+$193.6 
GE General Electric Company
+1.42%
+$920.49 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$304.2 
SLB Schlumberger Limited
+1.39%
+$27.2 
MBC MasterBrand, Inc.
+1.23%
+$165.8 
CMCSA Comcast Corp
+1.23%
+$584.35 
APG Api Group Corporation
+1.22%
+$48 
COP ConocoPhillips
+1.22%
+$168.2 
WFC Wells Fargo & Company
+1.19%
+$3,514.92 
HONA Honeywell Aerospace Inc.
+1.18%
+$4,777.08 
MT ArcelorMittal S.A.
+1.15%
+$63.2 
ITW Illinois Tool Works Inc.
+1.15%
+$487.5 
SCI Service Corporation International
+1.05%
+$187.2 
NOW ServiceNow, Inc.
+1.05%
+$464 
DOCU DocuSign Inc.
+0.99%
+$27 
BKR Baker Hughes Company
+0.98%
+$21.83 
ADP Automatic Data Processing Inc.
+0.98%
+$396.27 
CRVL CorVel Corporation
+0.96%
+$54.72 
TTE TotalEnergies SE
+0.95%
+$472.27 
OEF iShares S&P 100 ETF
+0.95%
+$1,038 
ASTS AST SpaceMobile, Inc.
+0.92%
+$54 
UNP Union Pacific Corporation
+0.92%
+$4,125.17 
DTM Dt Midstream Inc.
+0.9%
+$67.65 
SCHW Charles Schwab Corporation
+0.87%
+$1,227.59 
IBM International Business Machines Corporation
+0.86%
+$2,987.21 
CNQ Canadian Natural Resources Limited
+0.85%
+$360 
GEV GE Vernova Inc.
+0.85%
+$1,570.59 
CURI Curiositystream Inc.
+0.83%
+$6 
MCD McDonald's Corporation
+0.82%
+$28,157.93 
EMR Emerson Electric Co.
+0.79%
+$779.99 
TSLA Tesla, Inc.
+0.76%
+$5,571.91 
MPC Marathon Petroleum Corporation
+0.76%
+$478 
CTRE CareTrust REIT Inc.
+0.72%
+$162.3 
IDA Idacorp Inc.
+0.71%
+$557.53 
BB BlackBerry Ltd.
+0.71%
+$60 
CAT Caterpillar Inc.
+0.7%
+$7,699.85 
BMY Bristol-Myers Squibb Company
+0.69%
+$7,821.9 
IVV iShares Core S&P 500 ETF
+0.69%
+$112.64 
CARR Carrier Global Corporation
+0.68%
+$17.22 
PLTR Palantir Technologies Inc.
+0.65%
+$1,544 
AA Alcoa Corporation
+0.65%
+$8.41 
SYY Sysco Corporation
+0.63%
+$1,126.25 
EXPE Expedia Group, Inc.
+0.62%
+$126.7 
MO Altria Group, Inc.
+0.57%
+$18,474.3 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$1.7 
GM General Motors Company
+0.52%
+$25.76 
PSX Phillips 66
+0.51%
+$1,175.02 
Q Qnity Electronics Inc.
+0.51%
+$413.81 
HON Honeywell International Inc.
+0.47%
+$2,250.37 
VALE Vale S.A.
+0.47%
+$6.86 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$556.8 
NSC Norfolk Southern Corporation
+0.46%
+$387.5 
PAYX Paychex Inc.
+0.44%
+$130.05 
SPBC Simplify US Equity PLUS Downside Convexity ETF
+0.43%
+$16.56 
CSX CSX Corporation
+0.42%
+$1,486.38 
PFE Pfizer Inc.
+0.4%
+$673.5 
RTX RTX Corporation
+0.39%
+$3,979.92 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$736.32 
AVGO Broadcom Inc.
+0.37%
+$584.64 
PG Procter & Gamble Co
+0.37%
+$4,933.24 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,814.36 
OTIS Otis Worldwide Corporation
+0.36%
+$5.2 
TDG TransDigm Group Inc.
+0.36%
+$39,183.76 
BAC Bank of America Corporation
+0.36%
+$1,195.04 
SNA Snap-on Inc.
+0.33%
+$1,101.61 
AZO AutoZone Inc.
+0.32%
+$48.4 
GD General Dynamics Corporation
+0.32%
+$1,337.12 
MRK Merck & Co., Inc.
+0.32%
+$1,005.34 
KD Kyndryl Holdings Inc.
+0.3%
+$11.96 
VSNT Versant Media Group, Inc.
+0.28%
+$7.7 
DOV Dover Corporation
+0.27%
+$7.28 
JPM JPMorgan Chase & Co.
+0.27%
+$2,657.38 
SLF Sun Life Financial Inc.
+0.22%
+$122.04 
SO The Southern Company
+0.21%
+$2,648.4 
JNJ Johnson & Johnson
+0.21%
+$2,502.66 
CMI Cummins Inc.
+0.19%
+$18.3 
INTU Intuit Inc.
+0.18%
+$2.85 
USB U.S. Bancorp
+0.17%
+$134.09 
T AT&T Inc.
+0.17%
+$133.68 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$9.25 
CB Chubb Limited
+0.15%
+$2,330.41 
CCL Carnival Corporation Ltd.
+0.14%
+$5.8 
TD The Toronto-Dominion Bank
+0.13%
+$216.16 
EA Electronic Arts Inc.
+0.13%
+$41.85 
XYL Xylem Inc.
+0.13%
+$7.5 
DTE DTE Energy Company
+0.12%
+$18.7 
MMM 3M Company
+0.12%
+$60.69 
C Citigroup Inc.
+0.1%
+$1,049.02 
NUE Nucor Corporation
+0.1%
+$50 
WM Waste Management, Inc.
+0.1%
+$752.18 
WMT Walmart Inc.
+0.09%
+$392.31 
ABT Abbott Laboratories
+0.09%
+$234.54 
AEP American Electric Power Company, Inc.
+0.06%
+$73.43 
HXL Hexcel Corporation
+0.04%
+$1.36 
BOH Bank of Hawaii Corporation
+0.04%
+$2.1 
DIS The Walt Disney Company
+0.03%
+$75.39 
FBIN Fortune Brands Innovations Inc.
+0.02%
+$10 
AEG Aegon N.V.
0%
$0 
CBSTF Cannabist Company Holdings 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 
DDAIF Daimler AG
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 
CTVA Corteva Inc.
-11.9%
-$23,332.85 
COIN Coinbase Global, Inc.
-10.59%
-$34.64 
RIVN Rivian Automotive, Inc.
-9.57%
-$869.4 
AAPL Apple Inc.
-7.35%
-$751,954.84 
EIX Edison International
-6.81%
-$79,676.4 
MU Micron Technology, Inc.
-5.9%
-$22,820.43 
IP International Paper Company
-5.38%
-$1,649.52 
SPOT Spotify Technology S.A.
-4.34%
-$3,400.5 
CAMT Camtek Ltd.
-3.48%
-$477 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$1,486.04 
CI The Cigna Group
-2.99%
-$258.3 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$1,237.5 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$7,093 
MLM Martin Marietta Materials, Inc.
-2.75%
-$133.74 
AJG Arthur J. Gallagher & Co.
-2.75%
-$6,343.03 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$420.48 
LUMN Lumen Technologies Inc.
-2.74%
-$1,458 
RKT Rocket Companies, Inc. Class A
-2.71%
-$990 
QCOM QUALCOMM Incorporated
-2.63%
-$10,078.77 
ASIX AdvanSix Inc.
-2.62%
-$179.82 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$485 
ABBV AbbVie Inc.
-2.51%
-$19,261.19 
BIIB Biogen Inc.
-2.4%
-$418.32 
MGM MGM Resorts International
-2.39%
-$218 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$16.92 
BA Boeing Company
-2.15%
-$3,903.19 
NEM Newmont Corporation
-2.14%
-$410 
NFLX Netflix, Inc.
-2%
-$30,251.2 
HMC Honda Motor Co., Ltd.
-1.99%
-$527.65 
PNTG The Pennant Group, Inc.
-1.97%
-$243 
AMD Advanced Micro Devices, Inc.
-1.9%
-$23,340.29 
NWSA News Corporation
-1.89%
-$3.71 
IRM Iron Mountain Inc.
-1.86%
-$6,960 
GIS General Mills, Inc.
-1.84%
-$569.5 
DNP DNP Select Income Fund Inc.
-1.74%
-$3,866.5 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$3,357.12 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,739.22 
ADM Archer-Daniels-Midland Co
-1.66%
-$817.4 
SQ Block, Inc.
-1.64%
-$36.45 
SOLV Solventum Corporation
-1.59%
-$37.26 
TMQ Trilogy Metals Inc.
-1.57%
-$12.5 
INFQ Infleqtion Inc.
-1.5%
-$97.5 
NVS Novartis AG Sponsored ADR
-1.45%
-$245.03 
NWE NorthWestern Energy Group, Inc.
-1.42%
-$299.97 
BBAI BigBear.ai Holdings Inc.
-1.41%
-$60 
BKH Black Hills Corporation
-1.41%
-$1,497.36 
LUV Southwest Airlines Co.
-1.38%
-$22.68 
NKE Nike, Inc. - Class B
-1.37%
-$247.08 
TXRH Texas Roadhouse Inc.
-1.33%
-$1,139.8 
DD DuPont de Nemours, Inc.
-1.32%
-$929.2 
DAL Delta Air Lines, Inc.
-1.3%
-$20.7 
FCX Freeport-McMoRan Inc.
-1.28%
-$538.65 
JOBY Joby Aviation, Inc.
-1.24%
-$693 
WTRG Essential Utilities Inc.
-1.24%
-$387.5 
HSY The Hershey Company
-1.23%
-$313.92 
MDLZ Mondelez International, Inc.
-1.22%
-$420.42 
F Ford Motor Company
-1.21%
-$367.74 
REZI Resideo Technologies Inc.
-1.21%
-$10.5 
TJX The TJX Companies, Inc.
-1.21%
-$3,565.42 
SRE Sempra
-1.15%
-$20,809.09 
MBOT Microbot Medical Inc.
-1.15%
-$40 
NEE NextEra Energy, Inc.
-1.15%
-$6,563.99 
DE Deere & Company
-1.13%
-$816 
RCL Royal Caribbean Group
-1.13%
-$12,012.03 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$160 
VTRS Viatris Inc.
-1.13%
-$2,030 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$174 
PNR Pentair plc
-1.1%
-$28.47 
OTTR Otter Tail Corporation
-1.1%
-$490 
RHHBY Roche Holding AG
-1.09%
-$184.8 
TXN Texas Instruments Inc
-1.08%
-$1,920.73 
GKOS Glaukos Corporation
-1.07%
-$900 
AAL American Airlines Group Inc.
-1.04%
-$5.6 
INTC Intel Corporation
-1.02%
-$1,395 
KO The Coca-Cola Company
-1.02%
-$6,156.9 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$19 
DKNG DraftKings Inc.
-1.01%
-$0.24 
UPS United Parcel Service, Inc.
-1%
-$609 
EPU iShares MSCI Peru and Global Exposure ETF
-0.99%
-$15.48 
EW Edwards Lifesciences Corporation
-0.98%
-$22,411.1 
XOM Exxon Mobil Corporation
-0.97%
-$14,554.89 
MET MetLife Inc.
-0.97%
-$28.2 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$21.84 
TEM Tempus AI, Inc.
-0.95%
-$84 
CLF Cleveland-Cliffs Inc.
-0.95%
-$33.11 
TR Tootsie Roll Industries, Inc.
-0.94%
-$144.3 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.92%
-$19.14 
SKY Skyline Champion Corporation
-0.88%
-$71 
O Realty Income Corporation
-0.87%
-$27,828.08 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$280.14 
PS Pluralsight Inc
-0.86%
-$116 
GILD Gilead Sciences Inc.
-0.81%
-$881.67 
MCO Moody's Corporation
-0.81%
-$345.32 
D Dominion Energy, Inc.
-0.8%
-$1,199.52 
KMB Kimberly-Clark Corporation
-0.8%
-$446.16 
CWT California Water Service Group
-0.77%
-$1,755 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$277.5 
PYPL PayPal Holdings Inc
-0.76%
-$236.72 
ULTA Ulta Beauty Inc.
-0.76%
-$479.7 
CVS CVS Health Corporation
-0.75%
-$2,509.83 
ED Consolidated Edison, Inc.
-0.74%
-$7,208.19 
MA Mastercard Incorporated
-0.74%
-$10,999.01 
GSK GSK plc Sponsored ADR
-0.73%
-$100.32 
BLK BlackRock, Inc.
-0.73%
-$710.22 
MAR Marriott International Inc. - Class A
-0.71%
-$4,014.78 
SBRA Sabra Health Care REIT, Inc.
-0.7%
-$3,026.4 
MP MP Materials Corp.
-0.7%
-$120.35 
DASH DoorDash, Inc.
-0.69%
-$952.15 
MUA BlackRock MuniAssets Fund, Inc.
-0.69%
-$131.25 
DUK Duke Energy Corporation
-0.67%
-$2,906.4 
WPC W. P. Carey Inc.
-0.65%
-$739.2 
AMGN Amgen Inc.
-0.64%
-$1,840.17 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$67.55 
AMT American Tower Corporation
-0.63%
-$216.7 
SBUX Starbucks Corporation
-0.57%
-$9,022.8 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$440 
PRU Prudential Financial, Inc.
-0.56%
-$8.97 
WAB Wabtec Corporation
-0.55%
-$1.6 
LLY Eli Lilly and Company
-0.53%
-$81,099.9 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$81.18 
LULU lululemon athletica inc.
-0.51%
-$51.85 
NLOP Net Lease Office Properties.
-0.51%
-$6.12 
WELL Welltower Inc.
-0.51%
-$24,339.07 
ALL Allstate Corporation
-0.49%
-$41,309.21 
SPG Simon Property Group, Inc.
-0.46%
-$2,712.45 
CF CF Industries Holdings, Inc.
-0.46%
-$98.02 
PEP PepsiCo, Inc.
-0.46%
-$302.08 
CPB The Campbell's Company
-0.45%
-$50 
TRV The Travelers Companies, Inc.
-0.43%
-$301.55 
TEL TE Connectivity plc
-0.43%
-$145.96 
LAMR Lamar Advertising Company
-0.43%
-$206.99 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,183.14 
HD The Home Depot, Inc.
-0.42%
-$3,063.6 
AIG American International Group Inc.
-0.39%
-$114.08 
BIO Bio-Rad Laboratories Inc.
-0.38%
-$124 
ENSG The Ensign Group, Inc.
-0.37%
-$404.68 
BTU Peabody Energy Corporation
-0.37%
-$19.2 
FDX FedEx Corporation
-0.37%
-$28.75 
MDT Medtronic plc
-0.37%
-$279.04 
AWR American States Water Co.
-0.37%
-$464 
KVUE Kenvue Inc.
-0.36%
-$24.15 
PNW Pinnacle West Capital Corporation
-0.33%
-$280.5 
SLVM Sylvamo Corporation
-0.32%
-$10.8 
SWKS Skyworks Solutions Inc.
-0.32%
-$33 
PFGC Performance Food Group Co.
-0.31%
-$149.04 
CEG Constellation Energy Corporation
-0.31%
-$674.73 
VST Vistra Corp
-0.29%
-$64.5 
POWI Power Integrations Inc.
-0.26%
-$20.32 
CNP CenterPoint Energy Inc.
-0.26%
-$66 
BX Blackstone Inc.
-0.25%
-$120.96 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$105 
COST Costco Wholesale Corporation
-0.24%
-$14,922.4 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$63.7 
EPD Enterprise Products Partners L.P.
-0.18%
-$117.53 
LNT Alliant Energy Corporation
-0.15%
-$11.11 
XPOF Xponential Fitness Inc.
-0.15%
-$22.8 
ELV Elevance Health, Inc.
-0.15%
-$96.88 
TRIP Tripadvisor Inc.
-0.14%
-$0.36 
EXR Extra Space Storage Inc.
-0.12%
-$59.51 
PLDGP Prologis Inc. 8.54% Perpetual Preferred Stock
-0.1%
-$36.55 
VIK Viking Holdings Ltd
-0.1%
-$653.5 
BCE BCE Inc.
-0.09%
-$70.84 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
-0.09%
-$190.22 
MAIN Main Street Capital Corporation
-0.06%
-$15 
CMF iShares California Muni Bond ETF
-0.05%
-$21 
HOOD Robinhood Markets, Inc.
-0.05%
-$170.8 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$6.08 
V Visa Inc. Class A
-0.04%
-$118.85 
XEL Xcel Energy Inc.
-0.04%
-$9 
TGT Target Corporation
-0.01%
-$42.14 Events
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Dividends
Dividend Analysis
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| Trades 1135 | Longs Won 672/1135 59% | Profit Factor 6.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,272.98 |
| Average Win $48,029.35 | Best Trade (Aug 20) $6.73M | Sharpe Ratio -243.96 |
| Average Loss -$11,318.34 | Worst Trade (Sep 01) -$811,500.13 | Z-Score 8.56 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 3d | Expectancy $23,931.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
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Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | 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 | $1,312.54 | - | -$199.46 | -13.19% | +0.645% |
| AAL American Airlines Group Inc. | 35 | $610 | $534.45 | - | -$75.55 | -12.39% | -1.037% |
| AAPL Apple Inc. | 30,667 | $7.68M | $9.47M | - | $1.79M | 23.36% | -7.354% |
| ABBV AbbVie Inc. | 2,977 | $578,605.09 | $747,048.38 | - | $168,443.29 | 29.11% | -2.513% |
| ABT Abbott Laboratories | 2,606 | $295,221.34 | $275,454.2 | - | -$19,767.14 | -6.7% | +0.085% |
| ADM Archer-Daniels-Midland Co | 610 | $30,817 | $48,354.7 | - | $17,537.7 | 56.91% | -1.662% |
| ADP Automatic Data Processing Inc. | 153 | $44,787.79 | $40,768.38 | - | -$4,019.41 | -8.97% | +0.982% |
| AEG Aegon N.V. | 218 | $1,840 | $2,057.92 | - | $217.92 | 11.84% | 0.0 |
| AEP American Electric Power Company, Inc. | 1,049 | $136,021.33 | $134,114.65 | - | -$1,906.68 | -1.4% | +0.055% |
| AIG American International Group Inc. | 368 | $26,920.01 | $28,917.44 | - | $1,997.43 | 7.42% | -0.393% |
| AJG Arthur J. Gallagher & Co. | 901 | $255,692.05 | $224,727.42 | - | -$30,964.63 | -12.11% | -2.745% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 20 | $2,192 | $6,224.6 | - | $4,032.6 | 183.97% | +3.851% |
| ALL Allstate Corporation | 31,776 | $6.02M | $8.39M | - | $2.37M | 39.42% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 2,526 | $440,066.78 | $1.2M | - | $762,688.09 | 173.31% | -1.904% |
| AMGN Amgen Inc. | 742 | $194,068.45 | $285,788.72 | - | $91,720.27 | 47.26% | -0.64% |
| AMT American Tower Corporation | 197 | $36,257.32 | $34,151.92 | - | -$2,105.4 | -5.81% | -0.631% |
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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 - $416,544.99, Altria Group, Inc - $361,251.75, Eli Lilly and Company - $344,838.73, and Verizon Communications Inc - $295,743.96. 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 - $305,999.8, Kimberly-Clark Corporation - $153,606.4, Chipotle Mexican Grill, Inc - $104,055.6, General Mills, Inc - $98,840.46, 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 $4.22M earned over time. The largest contributors to dividend income include TransDigm Group Inc - $792,810, Altria Group, Inc - $312,742.48, Verizon Communications Inc - $255,666.51, Realty Income Corporation - $211,078.45, and Allstate Corporation - $204,650.04. 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.
