Sara S. Alexander Portfolio
Invests via Sonora Investment Management Group LLC | Managed by Sara S. Alexander
Invests via Sonora Investment Management Group LLC
Managed by Sara S. Alexander
Automatically Tracked
Sara S. Alexander Profile
Sara S. Alexander has established herself as a notable figure in the realm of private equity, focusing on strategic growth opportunities within technology sectors. With a wealth of experience in operational leadership and entrepreneurial ventures, she possesses a keen understanding of market dynamics that drive innovation and profitability. Her insights into sector trends enable her to identify transformative companies positioned for expansion and competitive differentiation. In addition to her investment expertise, she actively engages with startup ecosystems, fostering collaboration between emerging firms and seasoned investors. Sara's reputation is further solidified by her commitment to mentoring future leaders in finance.
Sara S. Alexander has established herself as a notable figure in the realm of private equity, focusing on strategic growth opportunities within technology sectors. With a wealth of experience in operational leadership and entrepreneurial ventures, she possesses a keen understanding of market dynamics that drive innovation and profitability. Her insights into sector trends enable her to identify transformative companies positioned for expansion and competitive differentiation. In addition to her investment expertise, she actively engages with startup ecosystems, fostering collaboration between emerging firms and seasoned investors. Sara's reputation is further solidified by her commitment to mentoring future leaders in finance.
Investment Philosophy & Strategy
Opportunity recognition in the technology landscape drives Sara S. Alexander's investment strategy, marked by her distinctive focus on fostering innovative growth companies. Her extensive experience in operational leadership provides valuable insights into identifying scalable business models that can disrupt traditional markets. By actively collaborating with startups and leveraging industry trends, she shapes her portfolio toward transformative opportunities ripe for exponential returns. This proactive approach also highlights her dedication to cultivating strong partnerships within the investment community, positioning herself as a pivotal figure bridging emerging firms with established capital sources.
Opportunity recognition in the technology landscape drives Sara S. Alexander's investment strategy, marked by her distinctive focus on fostering innovative growth companies. Her extensive experience in operational leadership provides valuable insights into identifying scalable business models that can disrupt traditional markets. By actively collaborating with startups and leveraging industry trends, she shapes her portfolio toward transformative opportunities ripe for exponential returns. This proactive approach also highlights her dedication to cultivating strong partnerships within the investment community, positioning herself as a pivotal figure bridging emerging firms with established capital sources.
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:
75.44%
Gain -0.65%
Monthly
0.89%
Yearly
11.22%
Drawdown
22.23%
$1.49B
Equity
Holdings
$1.49B
Investment
$1.01B
$462.74M
Profit -$7.07M
Realized
-$21.17M
Unrealized
$483.91M
Dividends
$107.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$7.07M
Win %
73%
This Week
Compared To Last Week
Gain
-1.2%
Profit
-$18.18M
Win %
73%
This Month
Compared to last month
Gain
-0.9%
Profit
-$13.52M
Win %
73%
This Year
Compared to last year
Gain
11.09%
Profit
$149.22M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$4.25M 
ETN Eaton Corporation plc
+7.32%
+$61,149.6 
GOOG Alphabet Inc
+6.88%
+$4.73M 
GOOGL Alphabet Inc
+6.73%
+$1.11M 
WY Weyerhaeuser Company
+6.51%
+$62,827.96 
ANET Arista Networks, Inc.
+5.46%
+$16,980.61 
GVA Granite Construction Incorporated
+5.26%
+$17,611.55 
UNIT Uniti Group Inc.
+4.63%
+$95,063.97 
CGNX Cognex Corporation
+4.18%
+$129,448.96 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$12,144.99 
META Meta Platforms Inc Class A
+3.28%
+$740,526.42 
ONTO Onto Innovation Inc.
+3.22%
+$19,698.62 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$49,654.56 
MSFT Microsoft Corp.
+3.02%
+$1.77M 
NVDA NVIDIA Corporation
+2.93%
+$576,488.02 
LYB LyondellBasell Industries N.V.
+2.71%
+$253,967.43 
CVX Chevron Corporation
+2.35%
+$419,804.04 
GLW Corning Incorporated
+2.24%
+$204,646.2 
DVN Devon Energy Corporation
+2.17%
+$6,535.68 
WK Workiva Inc.
+2.15%
+$4,559.94 
CSCO Cisco Systems, Inc.
+2.14%
+$866,066.58 
HII Huntington Ingalls Industries Inc.
+2.05%
+$11,266.03 
OSUR Orasure Technologies Inc.
+2.02%
+$1,058.56 
OKE ONEOK, Inc.
+1.95%
+$20,013.48 
AM Antero Midstream Corporation
+1.95%
+$4,200 
ROK Rockwell Automation, Inc.
+1.93%
+$7,473.66 
ZS Zscaler Inc.
+1.89%
+$4,352.69 
PANW Palo Alto Networks, Inc.
+1.89%
+$18,739.05 
CRM Salesforce Inc
+1.83%
+$130,946.67 
ORCL Oracle Corporation
+1.81%
+$420,803.46 
HWM Howmet Aerospace Inc.
+1.8%
+$7,828.58 
CINF Cincinnati Financial Corporation
+1.69%
+$17,331.19 
KMI Kinder Morgan, Inc.
+1.64%
+$116,459.2 
CLM Cornerstone Strategic Investment Fund, Inc.
+1.64%
+$1,216.2 
SHEL Shell plc
+1.62%
+$10,429.65 
ACN Accenture plc Class A
+1.61%
+$120,625.41 
VZ Verizon Communications Inc.
+1.52%
+$126,414.4 
LMT Lockheed Martin Corporation
+1.5%
+$347,038.19 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$4,778.2 
MPLX MPLX LP
+1.46%
+$5,495.28 
MAC The Macerich Company
+1.45%
+$61,859.56 
NOC Northrop Grumman Corporation
+1.43%
+$26,239.57 
GE General Electric Company
+1.42%
+$9,320.59 
SLB Schlumberger Limited
+1.39%
+$4,026.28 
TSLL Direxion Daily TSLA Bull 2X Shares
+1.39%
+$1,076.7 
KLAC KLA Corporation
+1.38%
+$782,784.44 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.27%
+$1,856.16 
CMCSA Comcast Corp
+1.23%
+$2,753.93 
COP ConocoPhillips
+1.22%
+$13,789.51 
CHI Calamos Convertible Opportunities and Income Fund
+1.21%
+$2,452.5 
WFC Wells Fargo & Company
+1.19%
+$5,266.26 
AMAT Applied Materials, Inc.
+1.18%
+$55,424.79 
ITW Illinois Tool Works Inc.
+1.15%
+$32,860.75 
VUG Vanguard Growth ETF
+1.1%
+$15,523.56 
NOW ServiceNow, Inc.
+1.05%
+$3,567 
ADBE Adobe Inc.
+1.01%
+$51,889.44 
XLE Energy Select Sector SPDR Fund
+1%
+$2,985.4 
URI United Rentals, Inc.
+0.99%
+$10,959.54 
UNP Union Pacific Corporation
+0.92%
+$184,796.73 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.9%
+$6,880.25 
WMB The Williams Companies, Inc.
+0.89%
+$6,320.79 
SCHW Charles Schwab Corporation
+0.87%
+$4,134.13 
MLPA Global X MLP ETF
+0.87%
+$57,635.76 
IBM International Business Machines Corporation
+0.86%
+$198,192.89 
GEV GE Vernova Inc.
+0.85%
+$3,739.5 
MCD McDonald's Corporation
+0.82%
+$107,221.89 
EMR Emerson Electric Co.
+0.79%
+$83,681.59 
TSLA Tesla, Inc.
+0.76%
+$20,151.87 
MPC Marathon Petroleum Corporation
+0.76%
+$4,861.29 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,801.72 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$819.7 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$39,996.82 
VOO Vanguard S&P 500 ETF
+0.71%
+$22,278.42 
CAT Caterpillar Inc.
+0.7%
+$130,058.23 
IVV iShares Core S&P 500 ETF
+0.69%
+$17,280 
PLTR Palantir Technologies Inc.
+0.65%
+$6,528.78 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$28,624.68 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$10,700.99 
ET Energy Transfer L.P.
+0.59%
+$8,875.44 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$4,364.07 
MO Altria Group, Inc.
+0.57%
+$8,230.17 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$3,751.35 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$7,744.48 
STX Seagate Technology Holdings plc
+0.52%
+$34,647.78 
PSX Phillips 66
+0.51%
+$20,369.5 
HON Honeywell International Inc.
+0.47%
+$17,440.4 
VALE Vale S.A.
+0.47%
+$899.5 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$93,063.68 
PAYX Paychex Inc.
+0.44%
+$50,334.96 
CSX CSX Corporation
+0.42%
+$6,637.89 
PFE Pfizer Inc.
+0.4%
+$43,914.9 
RTX RTX Corporation
+0.39%
+$78,093.96 
VLO Valero Energy Corporation
+0.38%
+$191,629.27 
AVGO Broadcom Inc.
+0.37%
+$179,354.88 
PG Procter & Gamble Co
+0.37%
+$40,742.16 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$19,003.62 
BAC Bank of America Corporation
+0.36%
+$2,904 
AZO AutoZone Inc.
+0.32%
+$1,413.27 
GD General Dynamics Corporation
+0.32%
+$1,151.68 
MRK Merck & Co., Inc.
+0.32%
+$2,538.37 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$1,199.46 
PFN PIMCO Income Strategy Fund II
+0.28%
+$306 
DOV Dover Corporation
+0.27%
+$1,187.76 
JPM JPMorgan Chase & Co.
+0.27%
+$105,029.96 
SO The Southern Company
+0.21%
+$1,578.8 
JNJ Johnson & Johnson
+0.21%
+$57,290.88 
ADI Analog Devices, Inc.
+0.2%
+$763.67 
CMI Cummins Inc.
+0.19%
+$1,999.63 
OGE Oge Energy Corp.
+0.19%
+$397.35 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$751.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$435.61 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,423.88 
USB U.S. Bancorp
+0.17%
+$23,339.77 
T AT&T Inc.
+0.17%
+$7,856.48 
VICI Vici Properties Inc.
+0.15%
+$14,143.44 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$1,127.96 
DTE DTE Energy Company
+0.12%
+$302.43 
MMM 3M Company
+0.12%
+$446.66 
AB AllianceBernstein Holding L.P.
+0.11%
+$317.08 
ISRG Intuitive Surgical, Inc.
+0.1%
+$390.95 
C Citigroup Inc.
+0.1%
+$368.65 
WM Waste Management, Inc.
+0.1%
+$1,864.5 
WMT Walmart Inc.
+0.09%
+$30,340.91 
ABT Abbott Laboratories
+0.09%
+$760.59 
AEP American Electric Power Company, Inc.
+0.06%
+$181.44 
DIS The Walt Disney Company
+0.03%
+$2,733.36 
ASRT Assertio Holdings Inc.
0%
$0 
CIO City Office REIT Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GUT The Gabelli Utility Trust
0%
$0 3005
30050BAD3
0%
$0 6821
682143AG7
0%
$0 3932
393222AK0
0%
$0 2978
29786AAL0
0%
$0 5502
55024UAD1
0%
$0 0097
00971TAL5
0%
$0 0906
09061GAK7
0%
$0 1630
163072AA9
0%
$0 5950
595017AF1
0%
$0 8660
866082AA8
0%
$0 2978
29786AAN6
0%
$0 4622
462222AF7
0%
$0 1564
156431AQ1
0%
$0 3006
30063PAB1
0%
$0 4063
40637HAF6
0%
$0 4622
462222AD2
0%
$0 4063
40637HAD1
0%
$0 
DHY Credit Suisse High Yield Bond Fund
0%
$0 
EAD Allspring Income Opportunities Fund
0%
$0 2241
22410JAB2
0%
$0 AZN
AZN
0%
$0 9234
92343XAC4
0%
$0 
HUN Huntsman Corporation
-19.14%
-$53,719.05 
AAPL Apple Inc.
-7.35%
-$6.39M 
SYK Stryker Corporation
-6.42%
-$124,143.37 
MU Micron Technology, Inc.
-5.9%
-$132,947.1 
SCVL Shoe Carnival Inc.
-5.54%
-$77,741.85 
SHOP Shopify Inc.
-4.29%
-$16,065 
WPM Wheaton Precious Metals Corp.
-3.84%
-$198,812.45 
AEM Agnico Eagle Mines Limited
-3.63%
-$13,880.84 
ASM Avino Silver & Gold Mines Ltd.
-3.62%
-$4,000 
TECK Teck Resources Ltd.
-3.6%
-$210,978 
CI The Cigna Group
-2.99%
-$10,943.33 
IONS Ionis Pharmaceuticals, Inc.
-2.83%
-$256,410.08 
AJG Arthur J. Gallagher & Co.
-2.75%
-$646,679.4 
PDM Piedmont Office Realty Trust Inc.
-2.71%
-$34,533 
QCOM QUALCOMM Incorporated
-2.63%
-$603,736.39 
ABBV AbbVie Inc.
-2.51%
-$471,578.89 
ICE Intercontinental Exchange, Inc.
-2.42%
-$6,154.96 
MGM MGM Resorts International
-2.39%
-$101,347.11 
RGLD Royal Gold Inc.
-2.31%
-$7,419.55 
AKBA Akebia Therapeutics Inc.
-2.22%
-$360 
BA Boeing Company
-2.15%
-$38,436.92 
ENVX Enovix Corporation
-2.15%
-$41,343.21 
NEM Newmont Corporation
-2.14%
-$9,778.5 
PAGS PagSeguro Digital Ltd.
-2.03%
-$3,547.4 
WES Western Midstream Partners, LP
-2%
-$9,500 
NFLX Netflix, Inc.
-2%
-$13,183.8 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$32,079.84 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$4,606.67 
AMD Advanced Micro Devices, Inc.
-1.9%
-$79,020.65 
IRM Iron Mountain Inc.
-1.86%
-$202,420 
GIS General Mills, Inc.
-1.84%
-$47,405.18 
DHI D.R. Horton, Inc.
-1.7%
-$6,513.4 
PHYS Sprott Physical Gold Trust
-1.61%
-$4,467.5 
LRCX Lam Research Corporation
-1.58%
-$15,683.94 
STWD Starwood Property Trust Inc.
-1.54%
-$5,766.5 
GLD SPDR Gold Shares
-1.49%
-$18,253.73 
IAU iShares Gold Trust
-1.46%
-$7,373.25 
NVS Novartis AG Sponsored ADR
-1.45%
-$4,456.36 
DEA Easterly Government Properties, Inc.
-1.42%
-$6,146 
AVA Avista Corp.
-1.41%
-$5,750.69 
NKE Nike, Inc. - Class B
-1.37%
-$9,968.46 
PAX Patria Investments Ltd. - Class A
-1.37%
-$1,500 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$25,469.33 
TXRH Texas Roadhouse Inc.
-1.33%
-$49,055.88 
NXDR Nextdoor Holdings, Inc.
-1.33%
-$300 
TTD The Trade Desk, Inc. Class A
-1.31%
-$1,110 
FCX Freeport-McMoRan Inc.
-1.28%
-$9,694.08 
CLX The Clorox Company
-1.24%
-$3,364.8 
MDLZ Mondelez International, Inc.
-1.22%
-$3,665.98 
F Ford Motor Company
-1.21%
-$2,026.44 
TJX The TJX Companies, Inc.
-1.21%
-$3,465.58 
GNTX Gentex Corporation
-1.18%
-$2,391.2 
NEE NextEra Energy, Inc.
-1.15%
-$4,767.2 
BV Brightview Holdings Inc.
-1.14%
-$4,340.4 
PZZA Papa John's International, Inc.
-1.09%
-$1,600.5 
TXN Texas Instruments Inc
-1.08%
-$282,903.39 
LOW Lowe's Companies Inc.
-1.08%
-$4,403.8 
PLD Prologis Inc.
-1.08%
-$5,002.28 
MCK McKesson Corporation
-1.08%
-$4,604.08 
CTAS Cintas Corporation
-1.04%
-$4,717.42 
DOC Healthpeak Properties, Inc.
-1.04%
-$4,705.55 
KO The Coca-Cola Company
-1.02%
-$86,644.8 
PAA Plains All American Pipeline, L.P.
-1.01%
-$2,646 
UPS United Parcel Service, Inc.
-1%
-$6,141.45 
XOM Exxon Mobil Corporation
-0.97%
-$96,939.27 
MET MetLife Inc.
-0.97%
-$4,804.34 
CLF Cleveland-Cliffs Inc.
-0.95%
-$68,733.61 
BMRN Biomarin Pharmaceutical Inc.
-0.92%
-$4,042.08 
GNL Global Net Lease, Inc.
-0.91%
-$15,472.72 
O Realty Income Corporation
-0.87%
-$2,373.28 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.85%
-$1,086.3 
OCSL Oaktree Specialty Lending Corporation
-0.85%
-$1,810 
GILD Gilead Sciences Inc.
-0.81%
-$4,848.12 
SON Sonoco Products Co.
-0.81%
-$24,764.1 
KMB Kimberly-Clark Corporation
-0.8%
-$54,431.52 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$8,561.75 
CVS CVS Health Corporation
-0.75%
-$3,855.2 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.74%
-$800 
MA Mastercard Incorporated
-0.74%
-$5,699.26 
STAG Stag Industrial Inc.
-0.73%
-$1,624 
RPM RPM International Inc.
-0.7%
-$32,268.84 
DUK Duke Energy Corporation
-0.67%
-$5,484.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,732.24 
WPC W. P. Carey Inc.
-0.65%
-$87,495.72 
AMGN Amgen Inc.
-0.64%
-$61,273.61 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,993.32 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,538.07 
AMT American Tower Corporation
-0.63%
-$4,849.94 
PM Philip Morris International Inc.
-0.61%
-$13,407.05 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.61%
-$2,766.78 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$1,919.69 
WEC WEC Energy Group Inc.
-0.57%
-$1,878.04 
SBUX Starbucks Corporation
-0.57%
-$6,635.4 
PRU Prudential Financial, Inc.
-0.56%
-$1,407.6 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,263.06 
COF Capital One Financial Corporation
-0.54%
-$1,172.95 
LLY Eli Lilly and Company
-0.53%
-$18,972.35 
PFL PIMCO Income Strategy Fund
-0.52%
-$555.8 
NDMO Nuveen Dynamic Municipal Opportunities Fund
-0.5%
-$628.5 
GTN Gray Television, Inc.
-0.49%
-$210 
IWM iShares Russell 2000 ETF
-0.47%
-$3,903.09 
PEP PepsiCo, Inc.
-0.46%
-$63,068.8 
DVY iShares Select Dividend ETF
-0.45%
-$2,059.14 
HROW Harrow Inc.
-0.44%
-$2,915.16 
HD The Home Depot, Inc.
-0.42%
-$75,661.57 
MELI MercadoLibre, Inc.
-0.41%
-$1,400.41 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$3,551.27 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.4%
-$2,163.95 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,928.16 
VGT Vanguard Information Technology ETF
-0.38%
-$2,088.08 
AXP American Express Company
-0.38%
-$2,479.02 
MDT Medtronic plc
-0.37%
-$46,382.4 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,981.85 
RSG Republic Services, Inc.
-0.37%
-$95,769.18 
TFC Truist Financial Corporation
-0.33%
-$60,293.64 
PNW Pinnacle West Capital Corporation
-0.33%
-$8,191.92 
CEG Constellation Energy Corporation
-0.31%
-$734.67 
EVRG Evergy Inc.
-0.29%
-$53,741.31 
COR Cencora, Inc.
-0.28%
-$1,227.32 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$586.56 
VTV Vanguard Value ETF
-0.27%
-$845.46 
BXSL Blackstone Secured Lending Fund
-0.26%
-$3,797.22 
HIX Western Asset High Income Fund II Inc.
-0.26%
-$160 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,570.25 
BX Blackstone Inc.
-0.25%
-$45,364.51 
COST Costco Wholesale Corporation
-0.24%
-$74,570.98 
HBAN Huntington Bancshares Incorporated
-0.23%
-$486.23 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$750.7 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$639 
PFG Principal Financial Group, Inc.
-0.22%
-$900 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,280.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$560.16 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$717.55 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$614.88 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$474.53 
EPD Enterprise Products Partners L.P.
-0.18%
-$4,363.3 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$692.65 
FITB Fifth Third Bancorp
-0.16%
-$5,774.67 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$521.12 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$500.08 
XLF Financial Select Sector SPDR Fund
-0.1%
-$502.44 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$121.54 
BCE BCE Inc.
-0.09%
-$183.36 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$220.74 
V Visa Inc. Class A
-0.04%
-$7,477.29 
XEL Xcel Energy Inc.
-0.04%
-$77.1 
TGT Target Corporation
-0.01%
-$57.88 Events
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Dividends
Dividend Analysis
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| Trades 3349 | Longs Won 1932/3349 57% | Profit Factor 3.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.67M |
| Average Win $321,385.36 | Best Trade (Aug 05) $55.75M | Sharpe Ratio -12.32 |
| Average Loss -$111,630.03 | Worst Trade (Sep 30) -$9.07M | Z-Score 10.5 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1d | Expectancy $138,171.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
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Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0097 00971TAL5 | 4.13M | $3,947.2 | $4,028.55 | - | $81.35 | 2.06% | 0.0 |
| 0906 09061GAK7 | 3.48M | $3,558.19 | $3,783.46 | - | $225.27 | 6.33% | 0.0 |
| 1564 156431AQ1 | 35,000 | $24.32 | $24.32 | - | - | - | 0.0 |
| 1630 163072AA9 | 150,000 | $125.52 | $125.52 | - | - | - | 0.0 |
| 2241 22410JAB2 | 53,000 | $48.06 | $48.06 | - | - | - | 0.0 |
| 2978 29786AAL0 | 1.32M | $1,322.8 | $1,327.39 | - | $4.59 | 0.35% | 0.0 |
| 2978 29786AAN6 | 3.02M | $2,311.85 | $2,311.85 | - | - | - | 0.0 |
| 3005 30050BAD3 | 2.74M | $2,915.29 | $2,915.29 | - | - | - | 0.0 |
| 3006 30063PAB1 | 3.67M | $3,041.61 | $3,039.75 | - | -$1.86 | -0.06% | 0.0 |
| 3932 393222AK0 | 2.19M | $2,304.54 | $2,304.54 | - | - | - | 0.0 |
| 4063 40637HAD1 | 3.82M | $3,228.13 | $3,248.32 | - | $20.19 | 0.63% | 0.0 |
| 4063 40637HAF6 | 2.23M | $2,170.9 | $2,170.9 | - | - | - | 0.0 |
| 4622 462222AD2 | 160,000 | $156.54 | $156.54 | - | - | - | 0.0 |
| 4622 462222AF7 | 5.28M | $5,217.49 | $5,217.49 | - | - | - | 0.0 |
| 5502 55024UAD1 | 3.14M | $2,700.07 | $2,693.11 | - | -$6.96 | -0.26% | 0.0 |
| 5950 595017AF1 | 2.23M | $4,472.69 | $4,472.69 | - | - | - | 0.0 |
| 6821 682143AG7 | 3.4M | $1,832.41 | $1,831.72 | - | -$0.69 | -0.04% | 0.0 |
| 8660 866082AA8 | 13.92M | $11,971.47 | $11,985.12 | - | $13.65 | 0.11% | 0.0 |
| 9234 92343XAC4 | 4.06M | $3,520.54 | $3,603.25 | - | $82.71 | 2.35% | 0.0 |
| AAPL Apple Inc. | 260,565 | $45.25M | $80.49M | - | $35.24M | 77.87% | -7.354% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Sara S. Alexander?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $10.96M, International Business Machines Corporation - $10.91M, Valero Energy Corporation - $3.63M, Blackstone Inc - $3.21M, and Broadcom Inc - $3.19M. 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: Alphabet Inc - $8.08M, GrafTech International Ltd - $4.81M, UnitedHealth Group Incorporated - $4.08M, Industrial Logistics Properties Trust - $2.89M, and 3M Company - $2.39M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sara S. Alexander's portfolio generate?
The portfolio generates substantial dividend income, with a total of $107.16M earned over time. The largest contributors to dividend income include LyondellBasell Industries N.V - $3.28M, Valero Energy Corporation - $3.19M, Pfizer Inc - $2.93M, Truist Financial Corporation - $2.86M, and Blackstone Inc - $2.85M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sara S. Alexander's monthly returns?
Sara S. Alexander'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 Sara S. Alexander's strategy be considered aggressive or moderate?
Sara S. Alexander'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 Sara S. Alexander's strategy?
Sara S. Alexander's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
