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:
68.02%
Gain +1%
Monthly
0.87%
Yearly
11.01%
Drawdown
22.23%
$1.47B
Equity
Holdings
$1.47B
Investment
$1.01B
$438.32M
Profit +$9.82M
Realized
-$21.49M
Unrealized
$459.81M
Dividends
$104.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1%
Profit
$9.82M
Win %
74%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$4.58M
Win %
74%
This Month
Compared to last month
Gain
-1.8%
Profit
-$27M
Win %
74%
This Year
Compared to last year
Gain
9.3%
Profit
$125.12M
Win %
74%
GTN Gray Television, Inc.
+4.67%
+$1,942.5 
AMD Advanced Micro Devices, Inc.
+4.11%
+$174,118.63 
MU Micron Technology, Inc.
+3.63%
+$79,438.72 
PLTR Palantir Technologies Inc.
+2.87%
+$30,970.99 
STX Seagate Technology Holdings plc
+2.79%
+$171,292.23 
AVGO Broadcom Inc.
+2.76%
+$1.28M 
PAGS PagSeguro Digital Ltd.
+2.65%
+$4,256.88 
SHOP Shopify Inc.
+2.46%
+$9,302.4 
CRM Salesforce Inc
+2.39%
+$161,211.08 
SCVL Shoe Carnival Inc.
+2.28%
+$30,182.13 
GEV GE Vernova Inc.
+2.28%
+$10,836.01 
HUN Huntsman Corporation
+2.25%
+$6,162.57 
LYB LyondellBasell Industries N.V.
+2.11%
+$193,572.5 
MSFT Microsoft Corp.
+2.09%
+$1.07M 
PAA Plains All American Pipeline, L.P.
+2.05%
+$5,186.16 
NOC Northrop Grumman Corporation
+2.02%
+$36,178.25 
MPC Marathon Petroleum Corporation
+1.93%
+$12,244.66 
ISRG Intuitive Surgical, Inc.
+1.9%
+$7,135.01 
VLO Valero Energy Corporation
+1.9%
+$948,485.98 
ARM Arm Holdings plc American Depositary Receipt
+1.88%
+$23,278.84 
PSX Phillips 66
+1.83%
+$71,294.58 
WES Western Midstream Partners, LP
+1.81%
+$8,300 
PBR Petrobras S.A. Sponsored ADR
+1.75%
+$5,375.48 
ZS Zscaler Inc.
+1.7%
+$3,949.95 
NOW ServiceNow, Inc.
+1.7%
+$5,381.25 
ICE Intercontinental Exchange, Inc.
+1.62%
+$3,686.5 
GOOG Alphabet Inc
+1.62%
+$1.15M 
PZZA Papa John's International, Inc.
+1.55%
+$2,473.5 
WMB The Williams Companies, Inc.
+1.51%
+$11,136.63 
CVX Chevron Corporation
+1.5%
+$261,913.14 
GOOGL Alphabet Inc
+1.5%
+$257,950.04 
EPD Enterprise Products Partners L.P.
+1.48%
+$35,217.58 
WK Workiva Inc.
+1.48%
+$3,058.05 
UNIT Uniti Group Inc.
+1.45%
+$35,372.64 
ABT Abbott Laboratories
+1.43%
+$12,169.44 
MELI MercadoLibre, Inc.
+1.42%
+$4,618.79 
IBM International Business Machines Corporation
+1.33%
+$293,660.61 
ANET Arista Networks, Inc.
+1.32%
+$4,058.6 
KMI Kinder Morgan, Inc.
+1.27%
+$91,823.6 
MGM MGM Resorts International
+1.26%
+$53,927.82 
COP ConocoPhillips
+1.25%
+$13,694.4 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.23%
+$9,526.5 
TXN Texas Instruments Inc
+1.23%
+$326,930.27 
AMZN Amazon.com Inc
+1.23%
+$357,133.98 
ACN Accenture plc Class A
+1.14%
+$74,988.82 
RTX RTX Corporation
+1.14%
+$204,997.57 
HII Huntington Ingalls Industries Inc.
+1.1%
+$5,074 
TTD The Trade Desk, Inc. Class A
+1.08%
+$925 
XLE Energy Select Sector SPDR Fund
+1.05%
+$3,061.3 
XOM Exxon Mobil Corporation
+1.02%
+$95,355.29 
ASM Avino Silver & Gold Mines Ltd.
+1%
+$1,100 
V Visa Inc. Class A
+0.96%
+$183,206.59 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.94%
+$1,053.9 
GD General Dynamics Corporation
+0.93%
+$3,228.49 
XLK State Street Technology Select Sector SPDR ETF
+0.91%
+$9,603.2 
FCX Freeport-McMoRan Inc.
+0.89%
+$6,223.36 
CI The Cigna Group
+0.86%
+$3,088.53 
CHI Calamos Convertible Opportunities and Income Fund
+0.86%
+$1,798.5 
SCHW Charles Schwab Corporation
+0.86%
+$3,952.41 
MLPA Global X MLP ETF
+0.83%
+$54,107.04 
CEG Constellation Energy Corporation
+0.82%
+$1,877.49 
VGT Vanguard Information Technology ETF
+0.81%
+$4,467.53 
DVN Devon Energy Corporation
+0.8%
+$2,382.8 
ETN Eaton Corporation plc
+0.77%
+$6,609.62 
NVDA NVIDIA Corporation
+0.74%
+$152,451.11 
MDT Medtronic plc
+0.73%
+$88,416.45 
ARE Alexandria Real Estate Equities, Inc.
+0.73%
+$11,258.79 
T AT&T Inc.
+0.69%
+$29,461.8 
MMM 3M Company
+0.68%
+$2,318.43 
QQQ Invesco QQQ Trust, Series 1
+0.67%
+$30,042.89 
NXDR Nextdoor Holdings, Inc.
+0.63%
+$150 
DUK Duke Energy Corporation
+0.62%
+$5,092.61 
HON Honeywell International Inc.
+0.61%
+$20,882.47 
CRWD CrowdStrike Holdings, Inc.
+0.6%
+$10,784.88 
TJX The TJX Companies, Inc.
+0.6%
+$1,660.58 
IWF iShares Russell 1000 Growth ETF
+0.59%
+$2,235.08 
PAYX Paychex Inc.
+0.58%
+$65,139.36 
APP AppLovin Corporation Class A Common Stock
+0.56%
+$1,375.65 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.56%
+$824.96 
LMT Lockheed Martin Corporation
+0.55%
+$112,395.74 
STAG Stag Industrial Inc.
+0.49%
+$1,189 
CMCSA Comcast Corp
+0.48%
+$1,092.07 
CINF Cincinnati Financial Corporation
+0.45%
+$4,817.56 
OKE ONEOK, Inc.
+0.45%
+$4,888.35 
PANW Palo Alto Networks, Inc.
+0.45%
+$4,875.23 
VUG Vanguard Growth ETF
+0.45%
+$6,342.96 
MA Mastercard Incorporated
+0.43%
+$3,151.38 
MLPX Global X MLP & Energy Infrastructure ETF
+0.43%
+$1,694.87 
QCOM QUALCOMM Incorporated
+0.4%
+$102,892.16 
HIX Western Asset High Income Fund II Inc.
+0.38%
+$240 
META Meta Platforms Inc Class A
+0.36%
+$96,544.51 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.34%
+$425.39 
EAD Allspring Income Opportunities Fund
+0.31%
+$260 
ADI Analog Devices, Inc.
+0.31%
+$1,197.13 
SYK Stryker Corporation
+0.31%
+$5,445.86 
DHY Credit Suisse High Yield Bond Fund
+0.29%
+$200 
ET Energy Transfer L.P.
+0.25%
+$3,698.1 
NEM Newmont Corporation
+0.23%
+$1,001.7 
USB U.S. Bancorp
+0.22%
+$29,705.62 
C Citigroup Inc.
+0.2%
+$737.36 
CLM Cornerstone Strategic Investment Fund, Inc.
+0.2%
+$152.03 
AEM Agnico Eagle Mines Limited
+0.19%
+$658.58 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.18%
+$2,714.52 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$9,246.39 
IVV iShares Core S&P 500 ETF
+0.18%
+$4,455.1 
VOO Vanguard S&P 500 ETF
+0.17%
+$5,409.21 
COF Capital One Financial Corporation
+0.16%
+$352.92 
SPY SPDR S&P 500 ETF Trust
+0.16%
+$8,913.25 
SCHA Schwab U.S. Small-Cap ETF
+0.15%
+$741.61 
ONTO Onto Innovation Inc.
+0.14%
+$977.58 
SCHB Schwab U.S. Broad Market ETF
+0.14%
+$1,026.84 
SCHX Schwab U.S. Large-Cap ETF
+0.14%
+$2,252.84 
MO Altria Group, Inc.
+0.12%
+$1,899.27 
IRM Iron Mountain Inc.
+0.1%
+$11,342.5 
CVS CVS Health Corporation
+0.1%
+$512.4 
AB AllianceBernstein Holding L.P.
+0.09%
+$277.44 
AM Antero Midstream Corporation
+0.09%
+$200 
MPLX MPLX LP
+0.09%
+$327.1 
KO The Coca-Cola Company
+0.09%
+$6,739.04 
TGT Target Corporation
+0.06%
+$260.7 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.05%
+$50 
GLW Corning Incorporated
+0.04%
+$4,390.1 
00971TAL5
0%
$0 
09061GAK7
0%
$0 
156431AQ1
0%
$0 
163072AA9
0%
$0 
22410JAB2
0%
$0 
29786AAL0
0%
$0 
29786AAN6
0%
$0 
30050BAD3
0%
$0 
30063PAB1
0%
$0 
393222AK0
0%
$0 
40637HAD1
0%
$0 
40637HAF6
0%
$0 
462222AD2
0%
$0 
462222AF7
0%
$0 
55024UAD1
0%
$0 
595017AF1
0%
$0 
682143AG7
0%
$0 
866082AA8
0%
$0 
92343XAC4
0%
$0 
ASRT Assertio Holdings Inc.
0%
$0 
AZN
0%
$0 
CIO City Office REIT Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NMCO Nuveen Municipal Credit Opportunities Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TSLL Direxion Daily TSLA Bull 2X Shares
-4.52%
-$5,545.01 
AKBA Akebia Therapeutics Inc.
-4.1%
-$660 
HROW Harrow Inc.
-3.54%
-$28,294.2 
UPS United Parcel Service, Inc.
-3.41%
-$23,454.49 
SON Sonoco Products Co.
-3.15%
-$95,826.3 
DHI D.R. Horton, Inc.
-3.07%
-$12,103.83 
TFC Truist Financial Corporation
-2.75%
-$512,501.04 
CLF Cleveland-Cliffs Inc.
-2.64%
-$153,088.49 
BV Brightview Holdings Inc.
-2.58%
-$10,851 
RPM RPM International Inc.
-2.57%
-$114,851.6 
ENVX Enovix Corporation
-2.44%
-$52,827.43 
ORCL Oracle Corporation
-2.43%
-$559,249.62 
BX Blackstone Inc.
-2.4%
-$430,953.44 
NFLX Netflix, Inc.
-2.35%
-$14,628.6 
AAPL Apple Inc.
-2.33%
-$2.02M 
STWD Starwood Property Trust Inc.
-2.27%
-$8,880.41 
URI United Rentals, Inc.
-2.22%
-$23,908.85 
WY Weyerhaeuser Company
-2.19%
-$21,969.24 
TSLA Tesla, Inc.
-2.15%
-$70,019.8 
GE General Electric Company
-2.14%
-$13,841.89 
EMR Emerson Electric Co.
-2.06%
-$203,882.79 
NVS Novartis AG Sponsored ADR
-1.99%
-$5,954.76 
MRK Merck & Co., Inc.
-1.99%
-$15,694.18 
LOW Lowe's Companies Inc.
-1.98%
-$8,012.2 
LLY Eli Lilly and Company
-1.96%
-$71,339.72 
HD The Home Depot, Inc.
-1.91%
-$351,358.56 
AMT American Tower Corporation
-1.83%
-$13,711.98 
DOV Dover Corporation
-1.73%
-$7,868.91 
LRCX Lam Research Corporation
-1.73%
-$18,053.14 
PEP PepsiCo, Inc.
-1.68%
-$226,653.5 
CAT Caterpillar Inc.
-1.66%
-$335,124.87 
WMT Walmart Inc.
-1.63%
-$564,329.58 
BXSL Blackstone Secured Lending Fund
-1.57%
-$23,732.62 
ITW Illinois Tool Works Inc.
-1.55%
-$43,325.64 
AZO AutoZone Inc.
-1.5%
-$6,667.81 
CSX CSX Corporation
-1.49%
-$23,864.79 
UNP Union Pacific Corporation
-1.49%
-$310,415.82 
PLD Prologis Inc.
-1.48%
-$6,996.86 
GVA Granite Construction Incorporated
-1.47%
-$5,298.02 
PFG Principal Financial Group, Inc.
-1.47%
-$6,012 
KLAC KLA Corporation
-1.45%
-$971,403.3 
IONS Ionis Pharmaceuticals, Inc.
-1.43%
-$132,450.24 
CTAS Cintas Corporation
-1.43%
-$6,377.28 
BA Boeing Company
-1.43%
-$24,628.74 
GUT The Gabelli Utility Trust
-1.39%
-$1,432.71 
JNJ Johnson & Johnson
-1.39%
-$380,497.16 
GNL Global Net Lease, Inc.
-1.35%
-$24,176.12 
DIS The Walt Disney Company
-1.33%
-$118,445.6 
GNTX Gentex Corporation
-1.25%
-$2,604.7 
F Ford Motor Company
-1.23%
-$1,970.15 
NKE Nike, Inc. - Class B
-1.22%
-$9,195.05 
PNC The PNC Financial Services Group, Inc.
-1.19%
-$241,085.14 
DEA Easterly Government Properties, Inc.
-1.14%
-$5,092.4 
DTE DTE Energy Company
-1.13%
-$2,970.93 
SHEL Shell plc
-1.11%
-$6,882.15 
MDLZ Mondelez International, Inc.
-1.11%
-$3,213.68 
WFC Wells Fargo & Company
-1.03%
-$4,672.52 
PDM Piedmont Office Realty Trust Inc.
-1.02%
-$12,790 
PNW Pinnacle West Capital Corporation
-0.96%
-$25,568.72 
NEE NextEra Energy, Inc.
-0.95%
-$3,988.4 
AEP American Electric Power Company, Inc.
-0.95%
-$3,240 
GIS General Mills, Inc.
-0.91%
-$24,410.13 
MAC The Macerich Company
-0.91%
-$39,289.18 
BAC Bank of America Corporation
-0.83%
-$6,732 
PFE Pfizer Inc.
-0.8%
-$87,829.36 
WEC WEC Energy Group Inc.
-0.8%
-$2,697.8 
VALE Vale S.A.
-0.78%
-$1,413.5 
PG Procter & Gamble Co
-0.77%
-$88,787.16 
RSG Republic Services, Inc.
-0.77%
-$208,727.7 
SBUX Starbucks Corporation
-0.74%
-$8,626.02 
COST Costco Wholesale Corporation
-0.73%
-$225,678.3 
MCK McKesson Corporation
-0.72%
-$3,003.52 
O Realty Income Corporation
-0.7%
-$1,949.48 
MET MetLife Inc.
-0.66%
-$3,168.82 
GILD Gilead Sciences Inc.
-0.66%
-$4,009.93 
CLX The Clorox Company
-0.65%
-$1,766.52 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,669.1 
HBAN Huntington Bancshares Incorporated
-0.63%
-$1,397.94 
TECK Teck Resources Ltd.
-0.56%
-$29,067.99 
DOC Healthpeak Properties, Inc.
-0.56%
-$2,557.37 
COR Cencora, Inc.
-0.55%
-$2,344.27 
ASML ASML Holding N.V. New York Registry Shares
-0.55%
-$10,805.15 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.55%
-$1,337.34 
JPM JPMorgan Chase & Co.
-0.54%
-$206,150.35 
ADBE Adobe Inc.
-0.54%
-$26,254.71 
CGNX Cognex Corporation
-0.53%
-$16,798.72 
AXP American Express Company
-0.53%
-$3,669.78 
FITB Fifth Third Bancorp
-0.53%
-$19,569.72 
SO The Southern Company
-0.52%
-$3,907.53 
RGLD Royal Gold Inc.
-0.52%
-$1,550.36 
ROK Rockwell Automation, Inc.
-0.5%
-$1,895.21 
HWM Howmet Aerospace Inc.
-0.49%
-$2,090.76 
VNQ Vanguard Real Estate ETF
-0.48%
-$1,134.41 
SLB Schlumberger Limited
-0.44%
-$1,213.81 
PRU Prudential Financial, Inc.
-0.43%
-$1,040.4 
TXRH Texas Roadhouse Inc.
-0.41%
-$14,381.49 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$4,384.52 
PAX Patria Investments Ltd. - Class A
-0.41%
-$450 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.41%
-$1,274.6 
IEFA iShares Core MSCI EAFE ETF
-0.41%
-$1,233.96 
WPM Wheaton Precious Metals Corp.
-0.39%
-$18,510.12 
DVY iShares Select Dividend ETF
-0.38%
-$1,773.2 
CMI Cummins Inc.
-0.37%
-$3,982.74 
FNDF Schwab Fundamental International Large Company Index ETF
-0.36%
-$1,139.81 
ABBV AbbVie Inc.
-0.35%
-$65,599.03 
VICI Vici Properties Inc.
-0.35%
-$33,590.67 
EVRG Evergy Inc.
-0.35%
-$67,177.2 
IEF iShares 7-10 Year Treasury Bond ETF
-0.34%
-$710.64 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.33%
-$2,322.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$1,826.43 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.32%
-$1,731.16 
AMGN Amgen Inc.
-0.31%
-$28,413.3 
PFN PIMCO Income Strategy Fund II
-0.29%
-$321.3 
MCD McDonald's Corporation
-0.29%
-$38,014.37 
WPC W. P. Carey Inc.
-0.29%
-$40,102.04 
MDY SPDR S&P MidCap 400 ETF Trust
-0.29%
-$1,180.03 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.28%
-$825.37 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$1,312.71 
SCHD Schwab U.S. Dividend Equity ETF
-0.27%
-$3,635.82 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.27%
-$2,336.37 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.27%
-$932.82 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,601.65 
OSUR Orasure Technologies Inc.
-0.26%
-$132.32 
PFL PIMCO Income Strategy Fund
-0.26%
-$277.9 
BCE BCE Inc.
-0.25%
-$504.24 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.25%
-$699.01 
PHYS Sprott Physical Gold Trust
-0.25%
-$670.12 
VOE Vanguard Mid-Cap Value ETF
-0.24%
-$766.36 
QUAL iShares MSCI USA Quality Factor ETF
-0.22%
-$522.72 
GLD SPDR Gold Shares
-0.21%
-$2,565.92 
IAU iShares Gold Trust
-0.2%
-$1,011.37 
XEL Xcel Energy Inc.
-0.2%
-$411.2 
WM Waste Management, Inc.
-0.19%
-$3,898.5 
BMRN Biomarin Pharmaceutical Inc.
-0.18%
-$758.61 
XLF Financial Select Sector SPDR Fund
-0.17%
-$795.53 
VTV Vanguard Value ETF
-0.16%
-$487.22 
PM Philip Morris International Inc.
-0.15%
-$3,294.98 
VYM Vanguard High Dividend Yield ETF
-0.14%
-$831.16 
RSP Invesco S&P 500 Equal Weight ETF
-0.13%
-$524.16 
VZ Verizon Communications Inc.
-0.13%
-$9,932.56 
KMB Kimberly-Clark Corporation
-0.12%
-$7,731.75 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.1%
-$461.13 
REGN Regeneron Pharmaceuticals, Inc.
-0.1%
-$355 
PRF Invesco FTSE RAFI US 1000 ETF
-0.1%
-$413.27 
NDMO Nuveen Dynamic Municipal Opportunities Fund
-0.1%
-$125.7 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.1%
-$845.97 
CSCO Cisco Systems, Inc.
-0.09%
-$37,422.63 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.07%
-$186.72 
IWM iShares Russell 2000 ETF
-0.07%
-$589.71 
AJG Arthur J. Gallagher & Co.
-0.05%
-$12,400.83 
OCSL Oaktree Specialty Lending Corporation
-0.04%
-$90.5 
OGE Oge Energy Corp.
-0.04%
-$88.3 
AMAT Applied Materials, Inc.
-0.04%
-$1,925.49 
AVA Avista Corp.
-0.02%
-$99.15 Events
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| Trades 3349 | Longs Won 1926/3349 57% | Profit Factor 3.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.62M |
| Average Win $312,118.94 | Best Trade (Jul 20) $51.76M | Sharpe Ratio -12.32 |
| Average Loss -$114,418.44 | Worst Trade (Jul 23) -$9.24M | Z-Score 10.35 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 4d | Expectancy $130,881.83 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
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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 - $10.73M, Valero Energy Corporation - $3.44M, Broadcom Inc - $3.19M, and Blackstone Inc - $3.03M. 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 $104.67M earned over time. The largest contributors to dividend income include LyondellBasell Industries N.V - $3.17M, Valero Energy Corporation - $3M, Vici Properties Inc - $2.79M, Pfizer Inc - $2.74M, and Truist Financial Corporation - $2.68M. 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.
