Joseph C. Gissy Portfolio
Invests via Tactive Advisors, LLC | Managed by Joseph C. Gissy
Invests via Tactive Advisors, LLC
Managed by Joseph C. Gissy
Automatically Tracked
Joseph C. Gissy Profile
Veteran private markets executive focused on growth and buyout opportunities across technology and services sectors. Joseph C. Gissy brings operating and investment experience spanning portfolio management, deal execution and corporate development, often working with sponsor-backed businesses to scale revenue and optimize operations. Known for sourcing middle-market transactions and leading strategic exits, the profile typically aligns with senior roles at private equity or corporate development teams and a background that blends finance, transactional experience and operational leadership.
Veteran private markets executive focused on growth and buyout opportunities across technology and services sectors. Joseph C. Gissy brings operating and investment experience spanning portfolio management, deal execution and corporate development, often working with sponsor-backed businesses to scale revenue and optimize operations. Known for sourcing middle-market transactions and leading strategic exits, the profile typically aligns with senior roles at private equity or corporate development teams and a background that blends finance, transactional experience and operational leadership.
Investment Philosophy & Strategy
Focuses on middle-market growth and buyout investments in technology and services, prioritizing sponsor-backed opportunities where operational intervention accelerates revenue and margin expansion. Prefers control or significant influence structures to execute playbooks around commercial scaling, product-market fit and corporate development. Capital deployment balances growth capital and transformational buyouts with a 3–7 year exit horizon, disciplined underwriting, scenario-based downside protection and active board-level involvement to drive strategic exits and maximize enterprise value.
Focuses on middle-market growth and buyout investments in technology and services, prioritizing sponsor-backed opportunities where operational intervention accelerates revenue and margin expansion. Prefers control or significant influence structures to execute playbooks around commercial scaling, product-market fit and corporate development. Capital deployment balances growth capital and transformational buyouts with a 3–7 year exit horizon, disciplined underwriting, scenario-based downside protection and active board-level involvement to drive strategic exits and maximize enterprise value.
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:
68.31%
Gain -1.05%
Monthly
1.27%
Yearly
16.36%
Drawdown
23.01%
$407.14M
Equity
Holdings
$407.14M
Investment
$355.39M
$111.62M
Profit -$3.4M
Realized
$59.87M
Unrealized
$51.75M
Dividends
$17.27M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.05%
Profit
-$3.4M
Win %
56%
This Week
Compared To Last Week
Gain
-2.64%
Profit
-$11.05M
Win %
56%
This Month
Compared to last month
Gain
-1.87%
Profit
-$7.76M
Win %
56%
This Year
Compared to last year
Gain
-2.58%
Profit
-$10.59M
Win %
61%
KMI Kinder Morgan, Inc.
+2.59%
+$5,995.9 
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
+2.4%
+$10,855.98 
BAFN BayFirst Financial Corp.
+2.29%
+$2,241.7 
VET Vermilion Energy Inc.
+2.1%
+$12,723.98 
FCG First Trust Natural Gas ETF
+2.08%
+$24,965.01 
ACIC American Coastal Insurance Corp.
+2.01%
+$9,329.32 
DRH DiamondRock Hospitality Company
+1.69%
+$4,568.62 
ECC Eagle Point Credit Company Inc.
+1.55%
+$509.22 
CVX Chevron Corporation
+1.55%
+$3,342.53 
JPM JPMorgan Chase & Co.
+1.53%
+$11,345.92 
EPD Enterprise Products Partners L.P.
+1.41%
+$12,466 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+1.34%
+$746.13 
HD The Home Depot, Inc.
+1.31%
+$5,084.58 
WFC Wells Fargo & Company
+1.31%
+$5,088.65 
COST Costco Wholesale Corporation
+1.17%
+$8,447.4 
ITA iShares U.S. Aerospace & Defense ETF
+1.12%
+$3,465 
ET Energy Transfer L.P.
+1.11%
+$3,746.82 
MKL Markel Group Inc.
+1.08%
+$16,909.17 
TXN Texas Instruments Inc
+1.03%
+$2,390.03 
FTF Franklin Limited Duration Income Trust
+1.02%
+$754.27 
USO United States Oil Fund, LP
+0.99%
+$4,632.35 
O Realty Income Corporation
+0.88%
+$4,447.24 
HCI HCI Group, Inc.
+0.87%
+$3,658.4 
AAPL Apple Inc.
+0.82%
+$72,294.48 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$1,681.17 
BRK-B Berkshire Hathaway Inc.
+0.76%
+$20,715.48 
IDV iShares International Select Dividend ETF
+0.74%
+$5,342.4 
BAC Bank of America Corporation
+0.72%
+$1,395 
MLPD Global X MLP & Energy Infrastructure Covered Call ETF
+0.72%
+$3,264.93 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
+0.72%
+$1,412.9 
LLY Eli Lilly and Company
+0.68%
+$6,147.46 
ASML ASML Holding N.V. New York Registry Shares
+0.66%
+$2,779.22 
EHI Western Asset Global High Income Fund Inc.
+0.65%
+$691.5 
V Visa Inc. Class A
+0.63%
+$4,294.29 
FNDF Schwab Fundamental International Large Company Index ETF
+0.63%
+$2,441.2 
MZTI The Marzetti Company
+0.55%
+$1,841.67 
DJIA Global X Dow 30 Covered Call ETF
+0.55%
+$1,434.5 
EWU iShares MSCI United Kingdom ETF
+0.53%
+$3,076.57 
BRW Saba Capital Income & Opportunities Fund
+0.51%
+$607.65 
DFIC Dimensional International Core Equity Market ETF
+0.49%
+$2,487.7 
ABBV AbbVie Inc.
+0.49%
+$1,375.31 
AUSF Global X Adaptive U.S. Factor ETF
+0.49%
+$16,219 
XLF Financial Select Sector SPDR Fund
+0.48%
+$2,154.45 
ILF iShares Latin America 40 ETF
+0.47%
+$1,939.17 
CCIF Carlyle Credit Income Fund
+0.47%
+$113.46 
ACP abrdn Income Credit Strategies Fund
+0.46%
+$359.32 
RYAM Rayonier Advanced Materials Inc.
+0.42%
+$548.31 
WMT Walmart Inc.
+0.42%
+$1,404.81 
NRO Neuberger Real Estate Securities Income Fund Inc.
+0.42%
+$163.53 
VNQ Vanguard Real Estate ETF
+0.42%
+$2,130.66 
UGA United States Gasoline Fund, LP
+0.39%
+$1,891.68 
DGRO iShares Core Dividend Growth ETF
+0.37%
+$1,888.59 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
+0.36%
+$3,536.61 
GEV GE Vernova Inc.
+0.34%
+$838.97 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.3%
+$3,087.72 
CTAP Simplify US Equity PLUS Managed Futures Strategy ETF
+0.3%
+$10,109.52 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.29%
+$3,910.34 
HCOW Amplify Cash Flow High Income ETF
+0.28%
+$999.67 
VTV Vanguard Value ETF
+0.28%
+$1,032.92 
MS Morgan Stanley
+0.27%
+$1,488.1 
JXN Jackson Financial Inc.
+0.27%
+$1,312.5 
DFGR Dimensional Global Real Estate ETF
+0.26%
+$2,285.36 
VLO Valero Energy Corporation
+0.24%
+$1,640.52 
VOE Vanguard Mid-Cap Value ETF
+0.24%
+$1,480.75 
SILJ Amplify Junior Silver Miners ETF
+0.23%
+$3,386.4 
BA Boeing Company
+0.2%
+$687.04 
FCX Freeport-McMoRan Inc.
+0.2%
+$1,758.99 
PARR Par Pacific Holdings Inc.
+0.2%
+$864.76 
PCF High Income Securities Fund
+0.2%
+$264.89 
MSIF MSC Income Fund Inc.
+0.17%
+$254.8 
GLDI UBS AG
+0.16%
+$1,304.56 
MPC Marathon Petroleum Corporation
+0.15%
+$1,298.42 
NVDA NVIDIA Corporation
+0.15%
+$13,436.8 
SCHF Schwab International Equity ETF
+0.15%
+$3,802.2 
GDXJ VanEck Junior Gold Miners ETF
+0.15%
+$5,056.96 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.13%
+$525.58 
COWZ Pacer US Cash Cows 100 ETF
+0.13%
+$4,342.77 
CAT Caterpillar Inc.
+0.12%
+$454.48 
IVE ISHARES S&P 500 VALUE ETF
+0.12%
+$1,286.01 
MA Mastercard Incorporated
+0.1%
+$499.83 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.1%
+$240.5 
SCHV Schwab U.S. Large-Cap Value ETF
+0.1%
+$1,201.8 
CLOZ Panagram BBB-B CLO ETF
+0.1%
+$422.95 
MAGN Magnera Corporation Warrants
+0.09%
+$366.73 
EAD Allspring Income Opportunities Fund
+0.08%
+$72.7 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.08%
+$617.55 
FLBL Franklin Senior Loan ETF
+0.07%
+$311.62 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$332.69 
NVDL Graniteshares 2x Long Nvidia Daily ETF
+0.06%
+$345.18 
CLOI VanEck CLO ETF
+0.06%
+$136.14 
BKLN Invesco Senior Loan ETF
+0.05%
+$265.01 
JEPI JPMorgan Equity Premium Income Fund
+0.04%
+$398.25 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.04%
+$108.68 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$1,146.61 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$1,502.55 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.04%
+$672.05 
QQWZ Pacer Cash Cows ETF
+0.03%
+$449.5 
IWD iShares Russell 1000 Value ETF
+0.03%
+$671.36 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$104.52 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$539.6 
RAVI FlexShares Ultra-Short Income Fund
+0.02%
+$3,546.05 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$690.91 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$72.04 
HYHG ProShares High Yield-Interest Rate Hedged ETF
+0.02%
+$406.97 
BN Brookfield Corporation
+0.01%
+$52.33 
GS The Goldman Sachs Group, Inc.
+0.01%
+$90.34 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XPER Xperi Inc.
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
PFRL PGIM Floating Rate Income ETF
0%
-$1.47 
SEIX Virtus Seix Senior Loan ETF
0%
$0 NIQ
NIQ
0%
$0 FSOL
FSOL
0%
$0 OKE
OKE
0%
$0 
PLTU Direxion Daily PLTR Bull 2X Shares
-12.79%
-$54,939.33 
CRWV CoreWeave, Inc.
-10.62%
-$21,511.8 
APLD Applied Digital Corporation
-8.93%
-$257,775.7 
IREN IREN Limited
-8.62%
-$36,936.76 
LINT Direxion Daily INTC Bull 2X ETF
-8.33%
-$53,747.2 
HUT Hut 8 Corp.
-7.87%
-$390,715.46 
PANW Palo Alto Networks, Inc.
-7.45%
-$33,782.39 
FIVN Five9 Inc.
-6.7%
-$22,959.5 
PLTR Palantir Technologies Inc.
-6.36%
-$150,207.75 
RKLB Rocket Lab Corporation
-5.86%
-$21,358.08 
METU Direxion Daily Meta Bull 2X Shares
-4.59%
-$50,076 
TQQQ ProShares UltraPro QQQ
-4.53%
-$49,766 
SNDK SanDisk Corporation
-4.26%
-$9,507.99 
CORZ Core Scientific, Inc.
-4.25%
-$8,627.83 
INTC Intel Corporation
-3.86%
-$45,414.88 
MU Micron Technology, Inc.
-3.76%
-$80,009.98 
AMD Advanced Micro Devices, Inc.
-3.46%
-$142,043.2 
LRCX Lam Research Corporation
-3.07%
-$27,765.12 
GLW Corning Incorporated
-3.04%
-$5,972.65 
AMAT Applied Materials, Inc.
-3.01%
-$16,750.84 
AVGO Broadcom Inc.
-2.94%
-$26,828.09 
FSK FS KKR Capital Corp.
-2.75%
-$3,451.2 
XRPI XRP ETF
-2.7%
-$41,915.83 
DELL Dell Technologies Inc.
-2.63%
-$7,544.36 
AESI Atlas Energy Solutions Inc.
-2.57%
-$16,079.14 
ADBE Adobe Inc.
-2.56%
-$8,185.32 
NFLX Netflix, Inc.
-2.53%
-$14,843.28 
TDC Teradata Corporation
-2.5%
-$19,494.54 
QXO Qxo Inc.
-2.28%
-$6,201.35 
TSLL Direxion Daily TSLA Bull 2X Shares
-2.25%
-$6,743.31 
META Meta Platforms Inc Class A
-2.21%
-$119,462.18 
NSLR SuRo Capital Corp.
-2.19%
-$10,635.15 
TSEL Touchstone Sands Select Growth ETF
-2.15%
-$59,892.85 
SOXX iShares Semiconductor ETF
-1.98%
-$6,575.25 
AVK Advent Convertible and Income Fund
-1.98%
-$3,549.7 
SCHW Charles Schwab Corporation
-1.97%
-$12,594.8 
MSFT Microsoft Corp.
-1.94%
-$92,587 
FEPI Rex FANG Innovation Premium Income ETF
-1.92%
-$22,505.04 
XLK State Street Technology Select Sector SPDR ETF
-1.92%
-$129,155.4 
VRT Vertiv Holdings Co
-1.91%
-$16,530.42 
QQH HCM Defender 100 Index ETF
-1.9%
-$13,810.44 
VBK Vanguard Small-Cap Growth ETF
-1.86%
-$6,034.07 
IYW iShares U.S. Technology ETF
-1.86%
-$32,347.24 
FTXL First Trust Nasdaq Semiconductor ETF
-1.86%
-$3,791.2 
HOG Harley-Davidson Inc.
-1.85%
-$13,012.65 
MTUM iShares MSCI USA Momentum Factor ETF
-1.84%
-$138,005.01 
SOLZ Solana ETF
-1.72%
-$34,302.69 
SMH VanEck Semiconductor ETF
-1.69%
-$73,804.73 
ASG Liberty All-Star Growth Fund, Inc.
-1.68%
-$1,247.29 
CSCO Cisco Systems, Inc.
-1.64%
-$3,605.4 
AMZU Direxion Daily AMZN Bull 2X Shares
-1.62%
-$5,130 
GOOGL Alphabet Inc
-1.6%
-$36,917.28 
QQQ Invesco QQQ Trust, Series 1
-1.54%
-$79,769.3 
QQQM Invesco NASDAQ 100 ETF
-1.5%
-$47,835.11 
SPMO Invesco S&P 500 Momentum ETF
-1.45%
-$119,113.04 
GOOG Alphabet Inc
-1.45%
-$29,386.58 
SPCX Space Exploration Technologies Corp. Class A
-1.43%
-$7,339.98 
DE Deere & Company
-1.43%
-$3,958.28 
QQQI Neos NASDAQ-100 High Income ETF
-1.42%
-$26,202.54 
UNH UnitedHealth Group Incorporated
-1.39%
-$6,707.11 
URA Global X Uranium ETF
-1.36%
-$4,041.03 
SOC Sable Offshore Corp.
-1.35%
-$2,817.54 
MGK Vanguard Mega Cap Growth ETF
-1.3%
-$76,968 
IWF iShares Russell 1000 Growth ETF
-1.28%
-$23,202.87 
IWY iShares Russell Top 200 Growth ETF
-1.24%
-$26,493.79 
GOF Guggenheim Strategic Opportunities Fund
-1.22%
-$1,151.43 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.21%
-$31,953.79 
FRDM Freedom 100 Emerging Markets ETF
-1.17%
-$3,239.88 
FTQI First Trust Nasdaq BuyWrite Fund
-1.14%
-$7,760.16 
QDVO Amplify CWP Growth & Income ETF
-1.14%
-$9,994.98 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.12%
-$6,349.38 
IEMG iShares Core MSCI Emerging Markets ETF
-1.08%
-$5,673.33 
HL Hecla Mining Company
-1.06%
-$9,034.58 
TSLA Tesla, Inc.
-1.05%
-$28,249.98 
RYLD Global X Russell 2000 Covered Call ETF
-1.04%
-$2,175.84 
AVAV AeroVironment Inc.
-1.03%
-$2,000.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.02%
-$29,852.64 
SCHA Schwab U.S. Small-Cap ETF
-1.02%
-$8,898.12 
HODL VanEck Bitcoin ETF
-1.01%
-$4,492.97 
IBIT iShares Bitcoin Trust
-1.01%
-$44,781.13 
SCHE Schwab Emerging Markets Equity ETF
-0.98%
-$1,961.02 
VWO Vanguard FTSE Emerging Markets ETF
-0.97%
-$2,109 
XMMO Invesco S&P MidCap Momentum ETF
-0.93%
-$11,138.16 
PSEC Prospect Capital Corporation
-0.92%
-$8,425.56 
URNM Sprott Uranium Miners ETF
-0.9%
-$11,796.67 
VLUE iShares MSCI USA Value Factor ETF
-0.9%
-$68,850.25 
VB Vanguard Small-Cap ETF
-0.88%
-$6,578 
GAB Gabelli Equity Trust Inc.
-0.86%
-$558.4 
CAIE Calamos Autocallable Income ETF
-0.8%
-$11,281.48 
UBER Uber Technologies, Inc.
-0.8%
-$2,036.04 
SECT Main Sector Rotation ETF
-0.8%
-$21,218.82 
TDAY USA TODAY Co., Inc.
-0.77%
-$885 
XYLD Global X S&P 500 Covered Call ETF
-0.73%
-$7,195.56 
NNDM Nano Dimension Ltd.
-0.69%
-$241.94 
AMZN Amazon.com Inc
-0.68%
-$37,510.7 
IWMW iShares Russell 2000 BuyWrite ETF
-0.67%
-$6,374.9 
XPAY Roundhill S&P 500 Target 20 Managed Distribution ETF
-0.66%
-$5,698.4 
HFGM Unlimited HFGM Global Macro ETF
-0.66%
-$83,970.07 
CLSE Convergence Long/Short Equity Fund
-0.65%
-$85,243.62 
WAGN Pabrai Wagons ETF
-0.62%
-$1,912.68 
MGMT Ballast Small/Mid Cap ETF
-0.6%
-$2,468.42 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.6%
-$1,585.36 
SCHX Schwab U.S. Large-Cap ETF
-0.59%
-$7,233.84 
VOO Vanguard S&P 500 ETF
-0.58%
-$101,537.3 
IVV iShares Core S&P 500 ETF
-0.56%
-$2,096.52 
FFLC Fidelity Large Cap Core Fund
-0.53%
-$95,629.27 
SPY SPDR S&P 500 ETF Trust
-0.53%
-$15,368.24 
MDY SPDR S&P MidCap 400 ETF Trust
-0.52%
-$1,301.77 
ETHA iShares Ethereum Trust
-0.49%
-$11,226.88 
FTKI First Trust Small Cap BuyWrite Income ETF
-0.48%
-$3,360.87 
VT Vanguard Total World Stock ETF
-0.46%
-$2,600.99 
GPIX S&P 500 Core Premium Income Fund
-0.45%
-$6,480.5 
SPYI NEOS S&P 500 High Income ETF
-0.44%
-$3,873.51 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.43%
-$2,130.18 
SVOL Simplify Volatility Premium ETF
-0.42%
-$2,555.42 
URNJ Sprott Junior Uranium Miners ETF
-0.39%
-$2,857.05 
FETH Fidelity Ethereum Fund
-0.37%
-$4,277.61 
VO Vanguard Mid-Cap ETF
-0.35%
-$4,515.84 
WTPI WisdomTree Equity Premium Income Fund
-0.33%
-$1,642.85 
BAR GraniteShares Gold Trust
-0.3%
-$1,955.25 
SLV iShares Silver Trust
-0.29%
-$1,183.2 
MOOD Relative Sentiment Tactical Allocation Fund
-0.28%
-$8,769.93 
MOAT VanEck Morningstar Wide Moat Fund
-0.28%
-$9,350.84 
IAU iShares Gold Trust
-0.27%
-$1,239.9 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$913.89 
SGI Somnigroup International Inc.
-0.25%
-$1,076 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.25%
-$1,026.38 
IJS iShares S&P Small-Cap 600 Value ETF
-0.23%
-$1,555.19 
MCN XAI Madison Equity Premium Income Fund
-0.23%
-$262.62 
ISD PGIM High Yield Bond Fund, Inc.
-0.22%
-$281.15 
MBB iShares MBS ETF
-0.21%
-$567.06 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.21%
-$1,862.72 
GLDM SPDR Gold MiniShares Trust
-0.21%
-$1,286.9 
GLD SPDR Gold Shares
-0.2%
-$1,574.63 
THYF T. Rowe Price U.S. High Yield ETF
-0.19%
-$900.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.19%
-$889.54 
VVR Invesco Senior Income Trust
-0.18%
-$85.36 
SPGP Invesco S&P 500 GARP ETF
-0.17%
-$495.79 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.17%
-$5,801.32 
SIVR abrdn Physical Silver Shares ETF
-0.17%
-$2,958.3 
IEF iShares 7-10 Year Treasury Bond ETF
-0.15%
-$457.11 
COPX Global X Copper Miners ETF
-0.15%
-$3,399.6 
IAUM iShares Gold Trust Micro
-0.14%
-$3,426.12 
IXUS iShares Core International Stock ETF
-0.14%
-$509.73 
VEMY Virtus Stone Harbor Emerging Markets High Yield Bond ETF
-0.13%
-$509.52 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.12%
-$1,266.49 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$7,933.42 
PKW Invesco BuyBack Achievers ETF
-0.1%
-$247.38 
EVF Eaton Vance Senior Income Trust
-0.1%
-$126.59 
TFLR T. Rowe Price Floating Rate ETF
-0.1%
-$600.76 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.1%
-$569.28 
EFR Eaton Vance Senior Floating-Rate Trust
-0.1%
-$125.32 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.09%
-$550.44 
SRLN SPDR Blackstone Senior Loan ETF
-0.09%
-$796.91 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.07%
-$245.69 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.06%
-$3,243.14 
HYBL SPDR Blackstone High Income Fund
-0.06%
-$264.07 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.05%
-$144.42 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.04%
-$2,760.25 
BUYW Main Buywrite ETF
-0.03%
-$1,070.63 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$168.4 
GVI iShares Intermediate Government Bond ETF
-0.02%
-$66.12 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$891.68 
FIW First Trust Water ETF
-0.02%
-$75.88 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
-0.01%
-$82.36 Events
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Dividends
Dividend Analysis
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| Trades 1953 | Longs Won 1213/1953 62% | Profit Factor 4.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $279,194.13 |
| Average Win $120,777.74 | Best Trade (Oct 15) $3.33M | Sharpe Ratio -9.11 |
| Average Loss -$47,139.68 | Worst Trade (Mar 30) -$4.12M | Z-Score -0.37 (28.96%) |
| Commissions $0 | Avg. Trade Length 11m 4d | Expectancy $57,153.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,912 | $4.52M | $8.93M | - | $4.41M | 97.58% | +0.816% |
| ABBV AbbVie Inc. | 993 | $259,759 | $282,791.5 | - | $23,032.5 | 8.87% | +0.489% |
| ACIC American Coastal Insurance Corp. | 42,406 | $472,148.55 | $473,675.02 | - | $1,526.47 | 0.32% | +2.009% |
| ACP abrdn Income Credit Strategies Fund | 17,966 | $99,399 | $78,511.42 | - | -$20,887.58 | -21.01% | +0.46% |
| ADBE Adobe Inc. | 1,272 | $640,783.23 | $311,938.92 | - | -$328,844.31 | -51.32% | -2.557% |
| AESI Atlas Energy Solutions Inc. | 60,676 | $792,496.3 | $609,490.42 | - | -$183,005.88 | -23.09% | -2.57% |
| AGG iShares Core U.S. Aggregate Bond ETF | 72,122 | $6.98M | $6.87M | - | -$103,978.91 | -1.49% | -0.115% |
| AMAT Applied Materials, Inc. | 1,294 | $615,371.81 | $539,682.11 | - | -$75,689.7 | -12.3% | -3.01% |
| AMD Advanced Micro Devices, Inc. | 7,303 | $1.32M | $3.96M | - | $2.65M | 201.1% | -3.459% |
| AMZN Amazon.com Inc | 21,558 | $3.87M | $5.45M | - | $1.58M | 40.91% | -0.683% |
| AMZU Direxion Daily AMZN Bull 2X Shares | 9,000 | $300,112.5 | $312,300 | - | $12,187.5 | 4.06% | -1.616% |
| APLD Applied Digital Corporation | 141,635 | $1.61M | $2.63M | - | $1.02M | 63.61% | -8.926% |
| ASG Liberty All-Star Growth Fund, Inc. | 14,674 | $74,104 | $73,003.15 | - | -$1,100.85 | -1.49% | -1.68% |
| ASML ASML Holding N.V. New York Registry Shares | 253 | $271,416.41 | $422,111.52 | - | $150,695.11 | 55.52% | +0.663% |
| AUSF Global X Adaptive U.S. Factor ETF | 66,200 | $3.11M | $3.34M | - | $230,512.73 | 7.4% | +0.487% |
| AVAV AeroVironment Inc. | 1,575 | $259,985 | $192,071.25 | - | -$67,913.75 | -26.12% | -1.031% |
| AVGO Broadcom Inc. | 2,651 | $657,286.87 | $885,990.71 | - | $228,703.84 | 34.8% | -2.939% |
| AVK Advent Convertible and Income Fund | 16,135 | $194,402.8 | $176,194.2 | - | -$18,208.6 | -9.37% | -1.975% |
| BA Boeing Company | 1,808 | $367,510.81 | $341,910.88 | - | -$25,599.93 | -6.97% | +0.201% |
| BAC Bank of America Corporation | 3,720 | $211,840.14 | $193,719 | - | -$18,121.14 | -8.55% | +0.725% |
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FAQ
Which stocks have generated the highest profits for Joseph C. Gissy?
The largest contributions to the portfolio's profits come from the following stocks: ProShares Ultra S&P500 - $6.83M, ProShares Ultra QQQ - $6.45M, Invesco QQQ Trust, Series 1 - $4.91M, SPDR S&P 500 ETF Trust - $3.43M, and ProShares Ultra Semiconductors - $2.9M. 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: Defiance Daily 2x Long Master Fund - $4.22M, ProShares Ultra 20+ Year Treasury - $1.08M, ProShares Ultra Energy ETF - $768,012.39, ProShares UltraShort 20+ Year Treasury - $695,398.68, and Solana ETF - $691,194.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joseph C. Gissy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.27M earned over time. The largest contributors to dividend income include FlexShares Ultra-Short Income Fund - $1.11M, SPDR Bloomberg 1-3 Month T-Bill ETF - $924,260.55, WisdomTree Floating Rate Treasury Fund - $809,853.8, Prospect Capital Corporation - $663,389.68, and AGF U.S. Market Neutral Anti-Beta Fund - $460,576.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joseph C. Gissy's monthly returns?
Joseph C. Gissy'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 Joseph C. Gissy's strategy be considered aggressive or moderate?
Joseph C. Gissy'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 Joseph C. Gissy's strategy?
Joseph C. Gissy's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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