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:
93.25%
Gain +0.89%
Monthly
0.89%
Yearly
11.23%
Drawdown
22.23%
$1.51B
Equity
Holdings
$1.51B
Investment
$1.01B
$478.07M
Profit +$8.99M
Realized
-$21.17M
Unrealized
$499.25M
Dividends
$110.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.89%
Profit
$8.99M
Win %
73%
This Week
Compared To Last Week
Gain
0.6%
Profit
$8.99M
Win %
73%
This Month
Compared to last month
Gain
2.29%
Profit
$33.74M
Win %
73%
This Year
Compared to last year
Gain
12.23%
Profit
$164.56M
Win %
73%
AKBA Akebia Therapeutics Inc.
+13.6%
+$925.2 
TSLL Direxion Daily TSLA Bull 2X ETF
+12.29%
+$12,920.4 
TSLA Tesla, Inc.
+6.25%
+$198,531.75 
ARM Arm Holdings plc ADR
+5.91%
+$57,526.04 
GEV GE Vernova Inc.
+5.38%
+$19,737 
STX Seagate Technology Holdings plc
+4.89%
+$240,275.8 
ADI Analog Devices, Inc.
+4.72%
+$19,061.03 
HWM Howmet Aerospace Inc.
+4.56%
+$13,314.84 
LMT Lockheed Martin Corporation
+4.5%
+$1.09M 
MU Micron Technology Inc.
+4.12%
+$93,034.78 
TXN Texas Instruments Inc.
+4.11%
+$1.1M 
LRCX Lam Research Corp.
+4.09%
+$31,401.14 
OSUR OraSure Technologies Inc.
+4%
+$2,183.28 
ANET Arista Networks Inc.
+3.89%
+$12,198.53 
CSCO Cisco Systems, Inc.
+3.8%
+$1.44M 
AMAT Applied Materials Inc.
+3.78%
+$133,865.44 
GLW Corning Incorporated
+3.67%
+$306,293.9 
ONTO Onto Innovation Inc.
+3.59%
+$17,450.18 
KLAC KLA Corporation
+3.51%
+$1.61M 
PANW Palo Alto Networks, Inc.
+3.26%
+$37,798.04 
RTX RTX Corporation
+3.23%
+$573,619.24 
AMD Advanced Micro Devices Inc.
+3.1%
+$137,088.73 
MPC Marathon Petroleum Corp.
+3.02%
+$28,109.88 
RGLD Royal Gold, Inc.
+2.99%
+$10,757.6 
AVGO Broadcom Inc.
+2.92%
+$1.17M 
HII Huntington Ingalls Industries, Inc.
+2.63%
+$12,384 
GS The Goldman Sachs Group, Inc.
+2.58%
+$12,361.45 
TECK Teck Resources Ltd Class B
+2.56%
+$141,589.77 
NVDA NVIDIA Corporation
+2.51%
+$535,527.43 
IRM Iron Mountain Inc.
+2.44%
+$233,830 
DEA Easterly Government Properties, Inc.
+2.43%
+$9,658 
ETN Eaton Corporation plc
+2.23%
+$17,604.02 
ZS Zscaler Inc.
+2.19%
+$8,643.42 
NOC Northrop Grumman Corporation
+2.17%
+$41,250.81 
CGNX Cognex Corporation
+2.1%
+$57,560.32 
PSX Phillips 66
+2.09%
+$111,468.51 
NVG Nuveen AMT-Free Municipal Credit Income Fund
+2.08%
+$9,737.77 
NMCO Nuveen Municipal Credit Opportunities Fund
+2.08%
+$2,172.6 
CRWD CrowdStrike Holdings, Inc.
+1.97%
+$44,636.28 
XLK State Street Technology Select Sector SPDR ETF
+1.95%
+$21,487.16 
GVA Granite Construction Incorporated
+1.95%
+$6,025.77 
URI United Rentals Inc.
+1.91%
+$21,599.45 
HUN Huntsman Corporation
+1.87%
+$3,837.07 
LYB LyondellBasell Industries N.V.
+1.87%
+$192,023.92 
WPM Wheaton Precious Metals Corp.
+1.86%
+$102,605.48 
ASML ASML Holding N.V. NY Registered Shares
+1.8%
+$32,109.09 
BV BrightView Holdings, Inc.
+1.79%
+$5,497.84 
MGM MGM Resorts International
+1.76%
+$46,024.7 
DOV Dover Corporation
+1.75%
+$7,391.69 
VGT Vanguard Information Technology ETF
+1.7%
+$9,857.68 
NVS Novartis AG Sponsored ADR
+1.66%
+$4,884.46 
VLO Valero Energy Corporation
+1.59%
+$1.07M 
GD General Dynamics Corp.
+1.54%
+$5,088.17 
QCOM QUALCOMM Incorporated
+1.51%
+$400,976.8 
AEM Agnico Eagle Mines Limited
+1.48%
+$6,535.14 
NMZ Nuveen Municipal High Income Opportunity Fund
+1.45%
+$1,519.25 
GILD Gilead Sciences Inc.
+1.44%
+$10,142.19 
MAC The Macerich Company
+1.43%
+$57,679.86 
NEM Newmont Corporation
+1.41%
+$7,298.1 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.35%
+$21,708.26 
ROK Rockwell Automation Inc.
+1.35%
+$4,738.01 
PFG Principal Financial Group Inc.
+1.34%
+$5,256 
QQQ Invesco QQQ Trust, Series 1
+1.33%
+$60,601.67 
SBUX Starbucks Corp.
+1.32%
+$14,708.47 
MSFT Microsoft Corporation Common Stock
+1.29%
+$876,735.95 
MYI BlackRock MuniYield Quality Fund III, Inc.
+1.28%
+$1,250 
IWF iShares Russell 1000 Growth ETF
+1.25%
+$4,690.52 
CAT Caterpillar Inc.
+1.24%
+$195,890.52 
PM Philip Morris International Inc.
+1.2%
+$27,155.18 
CMI Cummins Inc.
+1.12%
+$9,489.81 
MET MetLife, Inc.
+1.1%
+$5,570.99 
VUG Vanguard Morningstar Growth ETF
+1.05%
+$15,189.72 
JPM JPMorgan Chase & Co.
+1%
+$370,956.88 
DVN Devon Energy Corporation
+0.92%
+$3,199.76 
TFC Truist Financial Corporation
+0.9%
+$154,282.32 
C Citigroup Inc.
+0.85%
+$2,921.08 
NKE Nike, Inc. Class B Common Stock
+0.82%
+$5,242.03 
HROW Harrow Inc.
+0.81%
+$3,944.04 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.8%
+$3,159.72 
IJH iShares Core S&P Mid-Cap ETF
+0.8%
+$3,594.32 
AB AllianceBernstein Holding L.P.
+0.79%
+$2,179.93 
NDMO Nuveen Dynamic Municipal Opportunities Fund
+0.77%
+$879.9 
SCHX Schwab U.S. Large-Cap ETF
+0.77%
+$12,953.83 
COF Capital One Financial Corp.
+0.77%
+$1,598.52 
SCHB Schwab U.S. Broad Market ETF
+0.75%
+$5,647.62 
VTI Vanguard Total Stock Market ETF
+0.74%
+$11,097.76 
IVV iShares Core S&P 500 ETF
+0.74%
+$19,170 
SCHA Schwab U.S. Small-Cap ETF
+0.74%
+$3,559.68 
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$41,719.3 
VOO Vanguard S&P 500 ETF
+0.73%
+$23,286.58 
PRU Prudential Financial, Inc.
+0.71%
+$1,672.8 
BRK-B Berkshire Hathaway Inc.
+0.7%
+$38,926.77 
PNC The PNC Financial Services Group, Inc.
+0.7%
+$125,957.16 
CSX CSX Corporation
+0.69%
+$11,063.15 
ET Energy Transfer LP
+0.69%
+$10,354.68 
JNJ Johnson & Johnson
+0.66%
+$189,168 
VEA Vanguard FTSE Developed Markets ETF
+0.66%
+$3,613.16 
PHYS Sprott Physical Gold Trust
+0.65%
+$1,742.33 
XOM ExxonMobil Holdings Corporation
+0.64%
+$74,129.4 
PAA Plains All American Pipeline, L.P. Common Units
+0.64%
+$1,799.28 
WES Western Midstream Partners, LP
+0.62%
+$2,800 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.62%
+$1,618.76 
PRFZ Invesco RAFI US 1500 Small-Mid ETF
+0.61%
+$1,704 
IWM iShares Russell 2000 ETF
+0.6%
+$4,661.28 
VICI VICI Properties Inc.
+0.59%
+$49,502.04 
IEFA iShares Core MSCI EAFE ETF
+0.58%
+$1,771.84 
UNP Union Pacific Corp.
+0.58%
+$118,352.52 
LLY Eli Lilly and Company
+0.56%
+$22,005.57 
WPC W. P. Carey Inc.
+0.55%
+$63,798.7 
VYM Vanguard High Dividend Yield ETF
+0.53%
+$3,249.08 
XLE State Street Energy Select Sector SPDR ETF
+0.51%
+$1,796.3 
AMGN Amgen Inc. Common Stock
+0.51%
+$55,096.36 
CINF Cincinnati Financial Corporation
+0.51%
+$5,228.75 
FNDF Schwab Fundamental International Equity ETF
+0.5%
+$1,619.73 
IAU iShares Gold Trust
+0.5%
+$2,460.58 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.5%
+$705.34 
GLD SPDR Gold Shares
+0.49%
+$5,846.43 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$5,279.32 
COP ConocoPhillips
+0.48%
+$6,942.3 
USB U.S. Bancorp
+0.47%
+$59,411.24 
MLPA Global X MLP ETF
+0.46%
+$29,406 
ITW Illinois Tool Works Inc.
+0.45%
+$12,537.64 
WFC Wells Fargo & Company
+0.45%
+$1,910.31 
HIX Western Asset High Income Fund II Inc.
+0.45%
+$240 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.43%
+$467.23 
VTV Vanguard Morningstar Value ETF
+0.43%
+$1,375.67 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.42%
+$3,175.5 
AMZN Amazon.com Inc
+0.4%
+$117,064.51 
VXUS Vanguard Total International Stock ETF
+0.39%
+$1,011.4 
OKE ONEOK, Inc.
+0.37%
+$4,083.21 
WM Waste Management Inc.
+0.37%
+$7,458 
BAC Bank of America Corporation
+0.37%
+$2,442 
VNQ Vanguard Real Estate ETF
+0.36%
+$771.87 
RSG Republic Services Inc.
+0.34%
+$101,908.23 
VBR Vanguard Small-Cap Value ETF
+0.34%
+$1,050.42 
EMR Emerson Electric Co.
+0.34%
+$39,003.8 
BA The Boeing Company
+0.33%
+$5,006.42 
QUAL iShares MSCI USA Quality Factor ETF
+0.33%
+$789.52 
GE General Electric Company
+0.32%
+$1,714.01 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.32%
+$1,055.7 
MCD McDonald's Corporation
+0.32%
+$38,989.11 
ARE Alexandria Real Estate Equities, Inc.
+0.31%
+$4,164.21 
FITB Fifth Third Bancorp
+0.31%
+$10,586.9 
CTAS Cintas Corporation
+0.31%
+$1,506.94 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+0.29%
+$1,383.39 
GUT The Gabelli Utility Trust
+0.29%
+$238.78 
MLPX Global X MLP & Energy Infrastructure ETF
+0.27%
+$1,043 
FCX Freeport-McMoRan Inc.
+0.26%
+$2,034.56 
XLF State Street Financial Select Sector SPDR ETF
+0.26%
+$1,214.23 
HBAN HubSpot Inc.
+0.25%
+$486.24 
DHY Credit Suisse High Yield Credit Fund
+0.25%
+$160 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.25%
+$1,708.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.24%
+$992.18 
AM Antero Midstream Corporation Common Stock
+0.24%
+$500 
WMB The Williams Companies, Inc.
+0.22%
+$1,605.28 
OCSL Oaktree Specialty Lending Corp.
+0.22%
+$452.5 
FNDX Schwab Fundamental U.S. Large Company ETF
+0.21%
+$1,973.93 
AXP American Express Company
+0.21%
+$1,278.56 
PRF Invesco RAFI US 1000 ETF
+0.2%
+$864.11 
VMBS Vanguard Mortgage-Backed Securities ETF
+0.2%
+$1,682.19 
ABBV AbbVie Inc.
+0.19%
+$39,358.25 
CHI Calamos Convertible Opportunities and Income Fund
+0.18%
+$327 
F Ford Motor Co.
+0.13%
+$168.87 
BX Blackstone Inc.
+0.12%
+$19,846.54 
ABT Abbott Laboratories
+0.12%
+$1,014.12 
AMT American Tower Corporation
+0.1%
+$837.71 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$565.29 
EAD Allspring Income Opportunities Fund
+0.09%
+$65 
OGE OGE Energy Corp.
+0.08%
+$176.6 
IEF iShares 7-10 Year Treasury Bond ETF
+0.07%
+$135.36 
NEE NextEra Energy Inc.
+0.06%
+$236 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.02%
+$71.75 
IONS Ionis Pharmaceuticals, Inc.
0%
+$152.83 
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 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 2241
22410JAB2
0%
$0 AZN
AZN
0%
$0 9234
92343XAC4
0%
$0 
PAGS PagSeguro Digital Ltd. Class A Common Shares
-26.53%
-$53,831.79 
PAX Patria Investments Limited Class A Common Shares
-17.29%
-$20,300 
PBR Petróleo Brasileiro S.A. - Petrobras
-14.37%
-$64,164.4 
MELI MercadoLibre Inc.
-9.45%
-$30,785.4 
NFLX Netflix Inc.
-4.15%
-$24,697.05 
GTN Gray Media Inc.
-4.15%
-$1,995 
ADBE Adobe Inc.
-3.57%
-$194,946.39 
UNIT Uniti Group Inc.
-3.55%
-$39,794.22 
VZ Verizon Communications Inc.
-3.49%
-$281,723.52 
VALE Vale S.A. American Depositary Shares
-3.39%
-$5,397 
TGT Target Corp.
-3.35%
-$14,832.64 
TTD The Trade Desk, Inc. Class A Common Stock
-3.27%
-$1,965.62 
CMCSA Comcast Corp. Class A Common Stock
-3.26%
-$7,027.26 
GIS General Mills Inc.
-3.14%
-$76,414.32 
MRK Merck & Co., Inc.
-3.02%
-$27,116.58 
PAYX Paychex Inc.
-2.85%
-$332,605.62 
NXDR Nextdoor Holdings, Inc. Class A Common Stock
-2.44%
-$594 
CLM Cornerstone Strategic Investment Fund, Inc.
-2.41%
-$1,469.58 
ACN Accenture plc
-2.17%
-$248,129.65 
TXRH Texas Roadhouse Inc.
-2.12%
-$61,937.46 
DIS The Walt Disney Company
-2.04%
-$209,557.6 
ENVX Enovix Corporation
-1.91%
-$24,530.3 
SON Sonoco Products Company
-1.82%
-$48,989.85 
NOW ServiceNow Inc.
-1.7%
-$8,287.12 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.64%
-$4,975.24 
BXSL Blackstone Secured Lending Fund
-1.61%
-$23,732.62 
CRM Salesforce, Inc.
-1.61%
-$157,888.35 
MA Mastercard Inc. Class A Common Stock
-1.48%
-$12,404.22 
ICE Intercontinental Exchange, Inc.
-1.43%
-$3,783.94 
CVS CVS Health Corporation Common Stock
-1.37%
-$6,246.4 
PG The Procter & Gamble Company
-1.28%
-$158,356.63 
AJG Arthur J. Gallagher & Co.
-1.23%
-$303,131.4 
MDT Medtronic plc
-1.21%
-$166,686.75 
AAPL Apple Inc.
-1.2%
-$1.09M 
SHOE Shoe Station Group Inc.
-1.13%
-$14,633.76 
AVA Avista Corporation
-1.13%
-$4,213.87 
KMI Kinder Morgan Inc.
-1.07%
-$82,865.2 
SYK Stryker Corp.
-1.05%
-$17,949.05 
UPS United Parcel Service, Inc. Class B Common Stock
-1.04%
-$6,141.45 
MO Altria Group, Inc.
-1.04%
-$16,249.31 
META Meta Platforms Inc Class A
-1.01%
-$271,833.65 
DHI D.R. Horton, Inc.
-1%
-$3,876.39 
V Visa Inc. Class A
-0.98%
-$213,919.07 
MCK McKesson Corporation
-0.96%
-$4,772.05 
HD The Home Depot, Inc.
-0.95%
-$164,656.26 
ISRG Intuitive Surgical Inc.
-0.93%
-$4,566.64 
KMB Kimberly-Clark Corporation
-0.91%
-$62,262.24 
LOW Lowe's Companies, Inc.
-0.89%
-$3,414.38 
SCHW The Charles Schwab Corporation
-0.88%
-$3,634.4 
TJX The TJX Companies, Inc.
-0.86%
-$2,265.27 
PFE Pfizer Inc.
-0.85%
-$111,983.43 
T AT&T Inc.
-0.84%
-$34,372.1 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.82%
-$6,314.55 
BCE BCE Inc.
-0.78%
-$1,466.88 
GOOG Alphabet Inc
-0.77%
-$502,661.96 
MPLX MPLX LP
-0.76%
-$2,943.9 
PFN PIMCO Income Strategy Fund II
-0.73%
-$688.5 
BMRN BioMarin Pharmaceutical Inc.
-0.73%
-$2,933.4 
GOOGL Alphabet Inc
-0.68%
-$107,334.71 
PNW Pinnacle West Capital Corporation
-0.66%
-$17,376.8 
HON Honeywell International Inc.
-0.65%
-$22,029.77 
GNL Global Net Lease, Inc.
-0.62%
-$8,703.41 
MMM 3M Company
-0.59%
-$2,169.54 
XEL Xcel Energy Inc.
-0.54%
-$1,079.41 
SO The Southern Company
-0.52%
-$3,828.59 
APP AppLovin Corporation Class A Common Stock
-0.51%
-$765.85 
CI The Cigna Group
-0.5%
-$1,944.64 
DUK Duke Energy Corporation
-0.5%
-$4,047.98 
CLF Cleveland-Cliffs Inc.
-0.47%
-$40,615.32 
RPM RPM International Inc.
-0.47%
-$19,531.14 
AZO AutoZone, Inc.
-0.45%
-$2,100.94 
PEP PepsiCo, Inc.
-0.45%
-$60,112.45 
STAG STAG Industrial, Inc.
-0.4%
-$841 
GNTX Gentex Corporation
-0.39%
-$683.2 
COR Cencora Inc.
-0.37%
-$1,682.38 
PDM Piedmont Realty Trust Inc.
-0.36%
-$4,476.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.34%
-$4,847.76 
PLD Prologis, Inc.
-0.33%
-$1,329.72 
IBM International Business Machines Corporation
-0.33%
-$87,164.28 
CVX Chevron Corporation
-0.3%
-$65,013.9 
PFL PIMCO Income Strategy Fund
-0.3%
-$277.9 
STWD Starwood Property Trust, Inc.
-0.28%
-$807.31 
COST Costco Wholesale Corp
-0.24%
-$80,459.55 
DTE DTE Energy Company
-0.24%
-$569.28 
AEP American Electric Power Company, Inc.
-0.24%
-$803.52 
REGN Regeneron Pharmaceuticals, Inc.
-0.23%
-$930.01 
DOC Healthpeak Properties, Inc.
-0.21%
-$818.36 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.2%
-$496.11 
WK Workiva Inc. Class A Common Stock
-0.18%
-$560.95 
WY Weyerhaeuser Co.
-0.18%
-$1,437.24 
SLB SLB N.V.
-0.17%
-$532.89 
EVRG Evergy Inc.
-0.17%
-$31,349.36 
EPD Enterprise Products Partners L.P.
-0.16%
-$3,740.04 
WMT Walmart Inc.
-0.16%
-$57,646.57 
DVY iShares Select Dividend ETF
-0.15%
-$715 
WEC WEC Energy Group Inc.
-0.14%
-$476.95 
CEG Constellation Energy Corporation
-0.14%
-$317.45 
SHOP Shopify Inc.
-0.13%
-$673.2 
KO The Coca-Cola Company
-0.13%
-$11,552.64 
ASM Avino Silver & Gold Mines Ltd.
-0.11%
-$100 
ORCL Oracle Corporation
-0.09%
-$20,038.26 
PZZA Papa John's International, Inc.
-0.08%
-$72.75 
CLX The Clorox Company
-0.08%
-$196.28 
O Realty Income Corp.
-0.05%
-$127.14 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3349 | Longs Won 1945/3349 58% | Profit Factor 4.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.7M |
| Average Win $324,982.02 | Best Trade (Oct 15) $52.75M | Sharpe Ratio -12.32 |
| Average Loss -$109,697.81 | Worst Trade (Sep 30) -$9.07M | Z-Score 11.49 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w | Expectancy $142,751.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0097 00971TAL5 | 4.13M | $3,947.2 | $3,934.36 | - | -$12.84 | -0.33% | 0.0 |
| 0906 09061GAK7 | 3.48M | $3,558.19 | $3,323.05 | - | -$235.14 | -6.61% | 0.0 |
| 1564 156431AQ1 | 35,000 | $24.32 | $57.94 | - | $33.62 | 138.24% | 0.0 |
| 1630 163072AA9 | 150,000 | $125.52 | $155.28 | - | $29.76 | 23.71% | 0.0 |
| 2241 22410JAB2 | 53,000 | $48.06 | $51.38 | - | $3.32 | 6.91% | 0.0 |
| 2978 29786AAL0 | 1.32M | $1,322.8 | $1,218.36 | - | -$104.44 | -7.9% | 0.0 |
| 2978 29786AAN6 | 3.02M | $2,311.85 | $2,687.13 | - | $375.28 | 16.23% | 0.0 |
| 3005 30050BAD3 | 2.74M | $2,915.29 | $2,728.56 | - | -$186.73 | -6.41% | 0.0 |
| 3006 30063PAB1 | 3.67M | $3,041.61 | $3,529.03 | - | $487.42 | 16.03% | 0.0 |
| 3932 393222AK0 | 2.19M | $2,304.54 | $2,079.84 | - | -$224.7 | -9.75% | 0.0 |
| 4063 40637HAD1 | 3.82M | $3,228.13 | $4,419.38 | - | $1,191.25 | 36.9% | 0.0 |
| 4063 40637HAF6 | 2.23M | $2,170.9 | $3,172.62 | - | $1,001.72 | 46.14% | 0.0 |
| 4622 462222AD2 | 160,000 | $156.54 | $154.66 | - | -$1.88 | -1.2% | 0.0 |
| 4622 462222AF7 | 5.28M | $5,217.49 | $7,259.37 | - | $2,041.88 | 39.14% | 0.0 |
| 5502 55024UAD1 | 3.14M | $2,700.07 | $5,256.98 | - | $2,556.91 | 94.7% | 0.0 |
| 5950 595017AF1 | 2.23M | $4,472.69 | $4,132.94 | - | -$339.75 | -7.6% | 0.0 |
| 6821 682143AG7 | 3.4M | $1,832.41 | $3,096.49 | - | $1,264.08 | 68.98% | 0.0 |
| 8660 866082AA8 | 13.92M | $11,971.47 | $13,591.49 | - | $1,620.02 | 13.53% | 0.0 |
| 9234 92343XAC4 | 4.06M | $3,520.54 | $3,983.27 | - | $462.73 | 13.14% | 0.0 |
| AAPL Apple Inc. | 260,565 | $45.25M | $89.52M | - | $44.26M | 97.81% | -1.201% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $10.98M, International Business Machines Corporation - $10.91M, Valero Energy Corporation - $3.63M, Broadcom Inc - $3.27M, and JPMorgan Chase & Co - $3.25M. 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 - $8.04M, GrafTech International Ltd - $4.81M, UnitedHealth Group Inc - $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 $110.66M 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.
2026 © Marketlog. All Rights Reserved.
