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:
65.72%
Gain -0.99%
Monthly
1.37%
Yearly
17.77%
Drawdown
23.03%
$408.84M
Equity
Holdings
$408.84M
Investment
$342.21M
$121.26M
Profit -$2.75M
Realized
$54.63M
Unrealized
$66.64M
Dividends
$16.15M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.99%
Profit
-$2.75M
Win %
65%
This Week
Compared To Last Week
Gain
0.11%
Profit
$429,933.17
Win %
65%
This Month
Compared to last month
Gain
-0.67%
Profit
-$2.75M
Win %
65%
This Year
Compared to last year
Gain
0.7%
Profit
$2.93M
Win %
66%
AMZU Direxion Daily AMZN Bull 2X Shares
+29.73%
+$71,700 
SOC Sable Offshore Corp.
+18.08%
+$71,157.69 
AMZN Amazon.com Inc
+15.32%
+$781,889.46 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$17,356.3 
GOOG Alphabet Inc
+6.88%
+$140,852.04 
GOOGL Alphabet Inc
+6.73%
+$159,918.99 
METU Direxion Daily Meta Bull 2X Shares
+6.66%
+$49,117.21 
VRT Vertiv Holdings Co
+6.18%
+$55,365.49 
NVDL Graniteshares 2x Long Nvidia Daily ETF
+5.83%
+$26,987.58 
FTNT Fortinet Inc.
+4.99%
+$11,665.5 
ADEA Adeia Inc.
+4.92%
+$10,857.5 
AESI Atlas Energy Solutions Inc.
+4.76%
+$33,462.59 
ACLS Axcelis Technologies, Inc.
+4.13%
+$10,753.6 
MOD Modine Manufacturing Company
+3.69%
+$10,725 
VET Vermilion Energy Inc.
+3.65%
+$33,537.84 
AMKR Amkor Technology Inc.
+3.34%
+$4,960.41 
TT Trane Technologies plc
+3.33%
+$6,117.39 
META Meta Platforms Inc Class A
+3.28%
+$130,973.37 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$8,775.84 
MSFT Microsoft Corp.
+3.02%
+$114,979.96 
LITE Lumentum Holdings Inc.
+2.99%
+$14,862.61 
NVDA NVIDIA Corporation
+2.93%
+$239,865.97 
PENG Penguin Solutions, Inc.
+2.33%
+$11,786.4 
MRVL Marvell Technology, Inc.
+2.32%
+$8,268.66 
GLW Corning Incorporated
+2.24%
+$10,550.46 
COTY Coty Inc.
+2.23%
+$8,700.48 
XPER Xperi Inc.
+2.12%
+$2,800.16 
TQQQ ProShares UltraPro QQQ
+2.08%
+$20,493 
OXY Occidental Petroleum Corporation
+2%
+$4,865.28 
OKE ONEOK, Inc.
+1.95%
+$6,090 
AVAV AeroVironment Inc.
+1.91%
+$4,409.98 
FCG First Trust Natural Gas ETF
+1.91%
+$16,349.85 
BTX BlackRock Technology and Private Equity Fund
+1.9%
+$1,982.1 
PANW Palo Alto Networks, Inc.
+1.89%
+$8,794.5 
FIX Comfort Systems USA, Inc.
+1.88%
+$9,236.49 
KMI Kinder Morgan, Inc.
+1.64%
+$3,800.68 
EDF Virtus Stone Harbor Emerging Markets Income Fund
+1.56%
+$1,211.04 
BUG Global X Cybersecurity ETF
+1.52%
+$3,391.51 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$7,683.67 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$39,855.36 
PWR Quanta Services Inc.
+1.43%
+$4,174.1 
TSLL Direxion Daily TSLA Bull 2X Shares
+1.39%
+$1,660 
USO United States Oil Fund, LP
+1.33%
+$5,597.28 
CAH Cardinal Health Inc.
+1.3%
+$2,613.67 
WFC Wells Fargo & Company
+1.19%
+$5,293.8 
BN Brookfield Corporation
+1.19%
+$4,914.51 
AMAT Applied Materials, Inc.
+1.18%
+$11,227.74 
PSI Invesco Semiconductors ETF
+1.16%
+$1,708.16 
SVOL Simplify Volatility Premium ETF
+1.15%
+$9,379.08 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$32,498.74 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$61,313 
CTAP Simplify US Equity PLUS Managed Futures Strategy ETF
+1.11%
+$32,823.3 
MCN XAI Madison Equity Premium Income Fund
+1.07%
+$1,017.48 
ADBE Adobe Inc.
+1.01%
+$3,187.71 
URI United Rentals, Inc.
+0.99%
+$3,061.44 
ADP Automatic Data Processing Inc.
+0.98%
+$232,089 
MGMT Ballast Small/Mid Cap ETF
+0.97%
+$4,734.61 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,298.8 
QDVO Amplify CWP Growth & Income ETF
+0.94%
+$7,175.79 
SCHW Charles Schwab Corporation
+0.87%
+$7,150.78 
TSEL Touchstone Sands Select Growth ETF
+0.86%
+$20,743.9 
IBM International Business Machines Corporation
+0.86%
+$1,529.89 
FFLC Fidelity Large Cap Core Fund
+0.86%
+$140,150.5 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$16,571.05 
GEV GE Vernova Inc.
+0.85%
+$5,501.22 
FEPI Rex FANG Innovation Premium Income ETF
+0.79%
+$8,809.58 
TSLA Tesla, Inc.
+0.76%
+$16,345.22 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$13,879.55 
QQWZ Pacer Cash Cows ETF
+0.73%
+$1,407.33 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,296.14 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$24,158.29 
VOO Vanguard S&P 500 ETF
+0.71%
+$120,232.53 
ENS EnerSys
+0.7%
+$1,124.5 
CAT Caterpillar Inc.
+0.7%
+$5,017.94 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$57,150.46 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,519.04 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$10,704.27 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$1,880.39 
PLTR Palantir Technologies Inc.
+0.65%
+$8,982.38 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$31,084.44 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$7,691.96 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$5,057.84 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,371.5 
DYLG Global X Dow 30 Covered Call & Growth ETF
+0.64%
+$4,287.49 
ET Energy Transfer L.P.
+0.59%
+$1,660.08 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$6,626.4 
AVK Advent Convertible and Income Fund
+0.57%
+$992.04 
WTPI WisdomTree Equity Premium Income Fund
+0.55%
+$2,237.76 
MDST Westwood Salient Enhanced Midstream ETF
+0.55%
+$1,997.76 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,804.02 
DJIA Global X Dow 30 Covered Call ETF
+0.54%
+$1,486.2 
WAGN Pabrai Wagons ETF
+0.49%
+$1,308.58 
XYLD Global X S&P 500 Covered Call ETF
+0.49%
+$4,547.8 
FTQI First Trust Nasdaq BuyWrite Fund
+0.46%
+$2,605.5 
IYW iShares U.S. Technology ETF
+0.46%
+$5,543.55 
QRMI Global X Nasdaq 100 Risk Managed Income ETF
+0.45%
+$3,056.4 
IWD iShares Russell 1000 Value ETF
+0.44%
+$10,017.75 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.44%
+$1,508.94 
RKLB Rocket Lab Corporation
+0.42%
+$2,228.31 
INSP Inspire Medical Systems, Inc.
+0.38%
+$1,221.7 
AVGO Broadcom Inc.
+0.37%
+$2,407.68 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,610.62 
BAC Bank of America Corporation
+0.36%
+$806.52 
GLO Clough Global Opportunities Fund
+0.34%
+$319.92 
SECT Main Sector Rotation ETF
+0.34%
+$9,913.68 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$3,092.63 
HYHG ProShares High Yield-Interest Rate Hedged ETF
+0.33%
+$3,901.59 
JXN Jackson Financial Inc.
+0.31%
+$1,482 
SMH VanEck Semiconductor ETF
+0.3%
+$11,964.27 
MLPD Global X MLP & Energy Infrastructure Covered Call ETF
+0.3%
+$1,047.25 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$17,154.81 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$15,427.67 
JPM JPMorgan Chase & Co.
+0.27%
+$2,317.1 
VT Vanguard Total World Stock ETF
+0.26%
+$1,460.42 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$645 
CLSE Convergence Long/Short Equity Fund
+0.24%
+$29,205.92 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$7,566.06 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$2,915.07 
JNJ Johnson & Johnson
+0.21%
+$1,418.28 
FIW First Trust Water ETF
+0.2%
+$865.7 
EVF Eaton Vance Senior Income Trust
+0.2%
+$255.89 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$2,668.12 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$386.22 
MS Morgan Stanley
+0.17%
+$1,156.33 
CB Chubb Limited
+0.15%
+$340.79 
BRLN iShares Floating Rate Bond ETF
+0.15%
+$472.2 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$860.12 
CEFS Saba Capital Income & Opportunities ETF
+0.12%
+$1,631.61 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.11%
+$536.41 
XRMI Global X S&P 500 Risk Managed Income ETF
+0.11%
+$643.97 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$268.94 
RAVI FlexShares Ultra-Short Income Fund
+0.09%
+$10,692.85 
WMT Walmart Inc.
+0.09%
+$319.71 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$641.09 
FLBL Franklin Senior Loan ETF
+0.09%
+$310.19 
SOXX iShares Semiconductor ETF
+0.07%
+$187.21 
HYBL SPDR Blackstone High Income Fund
+0.05%
+$146.49 
BKLN Invesco Senior Loan ETF
+0.05%
+$264.95 
MOOD Relative Sentiment Tactical Allocation Fund
+0.04%
+$891.25 
VEMY Virtus Stone Harbor Emerging Markets High Yield Bond ETF
+0.04%
+$114.47 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$152.07 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$295.38 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$701.74 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$22.17 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
ACIC American Coastal Insurance Corp.
0%
$0 
HFGM Unlimited HFGM Global Macro ETF
0%
$0 NIQ
NIQ
0%
$0 
GCV Gabelli Convertible and Income Securities Fund Inc.
0%
$0 
EHI Western Asset Global High Income Fund Inc.
0%
$0 G200
G2004J103
0%
$0 
AAPL Apple Inc.
-7.35%
-$651,251.2 
CLS Celestica Inc.
-6%
-$29,525.4 
ATRC AtriCure, Inc.
-5.95%
-$31,947.13 
MU Micron Technology, Inc.
-5.9%
-$144,202.43 
HL Hecla Mining Company
-5.42%
-$37,029.15 
CORZ Core Scientific, Inc.
-5%
-$15,471.46 
NFLU T-Rex 2x Long Netflix Daily ETF
-4.37%
-$8,325 
TXG 10x Genomics Inc.
-4.37%
-$26,989.2 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$93,151.68 
SILJ Amplify Junior Silver Miners ETF
-3.45%
-$41,503.6 
RING iShares MSCI Global Gold Miners ETF
-3.07%
-$12,667.42 
ETHA iShares Ethereum Trust
-3.03%
-$50,082.56 
HODL VanEck Bitcoin ETF
-2.9%
-$8,812.84 
IBIT iShares Bitcoin Trust
-2.89%
-$96,404.88 
CRWV CoreWeave, Inc.
-2.88%
-$11,052.57 
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
-2.61%
-$19,667.85 
NNDM Nano Dimension Ltd.
-2.6%
-$2,097.16 
KMPR Kemper Corporation
-2.51%
-$8,181.11 
XRPI XRP ETF
-2.35%
-$30,156 
SOLZ Solana ETF
-2.28%
-$32,739.45 
LEG Leggett & Platt, Inc.
-2.2%
-$7,311.26 
BA Boeing Company
-2.15%
-$4,926.59 
SLV iShares Silver Trust
-2.13%
-$10,115.22 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$27,372.17 
APLD Applied Digital Corporation
-2.07%
-$86,621.84 
NFLX Netflix, Inc.
-2%
-$11,252.22 
AMD Advanced Micro Devices, Inc.
-1.9%
-$65,105.18 
URNM Sprott Uranium Miners ETF
-1.78%
-$26,801.28 
URNJ Sprott Junior Uranium Miners ETF
-1.77%
-$12,823.23 
PATK Patrick Industries Inc.
-1.73%
-$5,459.25 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,782.46 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$15,575.56 
BRW Saba Capital Income & Opportunities Fund
-1.64%
-$2,038.85 
URA Global X Uranium ETF
-1.64%
-$5,425.55 
LRCX Lam Research Corporation
-1.58%
-$22,137.05 
BAR GraniteShares Gold Trust
-1.51%
-$9,852.72 
GLD SPDR Gold Shares
-1.49%
-$21,974.16 
IAUM iShares Gold Trust Micro
-1.46%
-$23,704.8 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$7,742.14 
IAU iShares Gold Trust
-1.46%
-$6,516.71 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$5,654.86 
FCX Freeport-McMoRan Inc.
-1.28%
-$8,151.03 
NEE NextEra Energy, Inc.
-1.15%
-$4,555.1 
DE Deere & Company
-1.13%
-$2,903.6 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$73,001.46 
OTTR Otter Tail Corporation
-1.1%
-$3,969 
TXN Texas Instruments Inc
-1.08%
-$2,548.9 
INTC Intel Corporation
-1.02%
-$7,015.92 
PSEC Prospect Capital Corporation
-0.93%
-$11,702.22 
O Realty Income Corporation
-0.87%
-$5,173.84 
COPX Global X Copper Miners ETF
-0.81%
-$15,804.8 
MA Mastercard Incorporated
-0.74%
-$3,442.5 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$7,795.92 
GAB Gabelli Equity Trust Inc.
-0.71%
-$519.04 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$2,662.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,812.3 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$31,294.55 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,015.51 
RIET Hoya Capital High Dividend Yield ETF
-0.62%
-$1,774.32 
GLDI UBS AG
-0.61%
-$2,784.4 
MAGN Magnera Corporation Warrants
-0.6%
-$3,202.8 
HUT Hut 8 Corp.
-0.59%
-$44,580.48 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$2,278.41 
ZTR Virtus Total Return Fund Inc.
-0.58%
-$530.6 
SCHF Schwab International Equity ETF
-0.58%
-$14,724.16 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$1,981.26 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,872.26 
FIVN Five9 Inc.
-0.54%
-$1,629.75 
LLY Eli Lilly and Company
-0.53%
-$4,634.28 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$19,165.04 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$2,714.55 
STLD Steel Dynamics Inc.
-0.49%
-$2,028.66 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
-0.46%
-$938.21 
PFRL PGIM Floating Rate Income ETF
-0.42%
-$1,735.02 
HD The Home Depot, Inc.
-0.42%
-$1,538.75 
FSCO FS Credit Opportunities Corp.
-0.4%
-$867.1 
MBB iShares MBS ETF
-0.4%
-$1,101.86 
NSLR SuRo Capital Corp.
-0.39%
-$1,212.44 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$3,251.56 
PCF High Income Securities Fund
-0.38%
-$424.52 
AXP American Express Company
-0.38%
-$829.3 
DVXK WEBs Defined Volatility XLK ETF
-0.31%
-$21,353.14 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$8,687.28 
POWL Powell Industries Inc.
-0.3%
-$1,044.72 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,518.43 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,377.25 
VTV Vanguard Value ETF
-0.27%
-$969.35 
MSIF MSC Income Fund Inc.
-0.27%
-$457.2 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$3,551.67 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,487.32 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$9,358.75 
BX Blackstone Inc.
-0.25%
-$738.26 
COST Costco Wholesale Corporation
-0.24%
-$1,972.17 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,426.53 
TDAY USA TODAY Co., Inc.
-0.23%
-$436.9 
VB Vanguard Small-Cap ETF
-0.22%
-$2,153.51 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,118.15 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$8,806.65 
AUSF Global X Adaptive U.S. Factor ETF
-0.21%
-$5,941.32 
BUYW Main Buywrite ETF
-0.21%
-$6,223.02 
MKL Markel Group Inc.
-0.2%
-$3,594.68 
ACP abrdn Income Credit Strategies Fund
-0.2%
-$137.56 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,249.44 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$2,070.85 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$3,038.25 
RYLD Global X Russell 2000 Covered Call ETF
-0.19%
-$414.1 
THYF T. Rowe Price U.S. High Yield ETF
-0.18%
-$762.66 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,708.51 
GVI iShares Intermediate Government Bond ETF
-0.16%
-$510.51 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$370 
IXUS iShares Core International Stock ETF
-0.15%
-$545.16 
BKD Brookdale Senior Living Inc.
-0.14%
-$238 
IDV iShares International Select Dividend ETF
-0.14%
-$1,101.48 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$255.78 
RYAM Rayonier Advanced Materials Inc.
-0.11%
-$141.07 
XLF Financial Select Sector SPDR Fund
-0.1%
-$501 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.09%
-$1,678.2 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.09%
-$709.92 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$2,512.3 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$1,308.26 
VO Vanguard Mid-Cap ETF
-0.05%
-$683.96 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$113.39 
V Visa Inc. Class A
-0.04%
-$254.64 
ILF iShares Latin America 40 ETF
-0.03%
-$121.17 
SEIX Virtus Seix Senior Loan ETF
-0.03%
-$124.93 
CLOZ Panagram BBB-B CLO ETF
-0.02%
-$70.82 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.01%
-$42.85 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$197.07 
UGA United States Gasoline Fund, LP
-0.01%
-$38.81 Events
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Dividends
Dividend Analysis
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| Trades 1678 | Longs Won 1117/1678 66% | Profit Factor 4.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $350,320.28 |
| Average Win $136,371.02 | Best Trade (Aug 31) $7.55M | Sharpe Ratio -8.98 |
| Average Loss -$55,374.1 | Worst Trade (Mar 30) -$4.12M | Z-Score 6.67 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4d | Expectancy $72,265.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,407 | 6,667 | 5,926 | 5,185 | 4,444 | 3,704 | 2,963 | 2,222 | 1,481 | 741 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 26,560 | $4.61M | $8.2M | - | $3.6M | 78.13% | -7.354% |
| ACIC American Coastal Insurance Corp. | 55,015 | $614,085.84 | $584,259.3 | - | -$29,826.54 | -4.86% | 0.0 |
| ACLS Axcelis Technologies, Inc. | 2,080 | $394,056 | $271,190.4 | - | -$122,865.6 | -31.18% | +4.129% |
| ACP abrdn Income Credit Strategies Fund | 13,756 | $80,664.66 | $69,605.36 | - | -$11,059.3 | -13.71% | -0.197% |
| ADBE Adobe Inc. | 1,270 | $640,223.65 | $318,020.7 | - | -$322,202.95 | -50.33% | +1.013% |
| ADEA Adeia Inc. | 8,686 | $286,030 | $231,481.9 | - | -$54,548.1 | -19.07% | +4.921% |
| ADP Automatic Data Processing Inc. | 89,610 | $18.21M | $23.88M | - | $5.67M | 31.14% | +0.982% |
| AESI Atlas Energy Solutions Inc. | 68,291 | $894,307.55 | $736,859.89 | - | -$157,447.66 | -17.61% | +4.757% |
| AGG iShares Core U.S. Aggregate Bond ETF | 37,435 | $3.7M | $3.65M | - | -$52,844.75 | -1.43% | -0.256% |
| AMAT Applied Materials, Inc. | 1,903 | $771,878.64 | $966,096.03 | - | $194,217.39 | 25.16% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 7,046 | $1.16M | $3.35M | - | $2.2M | 189.41% | -1.904% |
| AMKR Amkor Technology Inc. | 3,081 | $265,634 | $153,649.47 | - | -$111,984.53 | -42.16% | +3.336% |
| AMZN Amazon.com Inc | 21,671 | $3.89M | $5.89M | - | $2M | 51.37% | +15.321% |
| AMZU Direxion Daily AMZN Bull 2X Shares | 7,500 | $249,150 | $312,900 | - | $63,750 | 25.59% | +29.726% |
| APLD Applied Digital Corporation | 149,348 | $1.69M | $4.09M | - | $2.41M | 142.74% | -2.074% |
| ASML ASML Holding N.V. New York Registry Shares | 252 | $269,604.74 | $410,508 | - | $140,903.26 | 52.26% | -1.359% |
| ATRC AtriCure, Inc. | 13,367 | $374,009 | $504,737.92 | - | $130,728.92 | 34.95% | -5.953% |
| AUSF Global X Adaptive U.S. Factor ETF | 54,012 | $2.52M | $2.78M | - | $263,873.48 | 10.47% | -0.213% |
| AVAV AeroVironment Inc. | 1,575 | $259,985 | $235,257.75 | - | -$24,727.25 | -9.51% | +1.91% |
| AVGO Broadcom Inc. | 1,672 | $313,519.02 | $650,876.16 | - | $337,357.14 | 107.6% | +0.371% |
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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 - $3.31M, 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 ProShares Short QQQ - $670,993.47. 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 $16.15M earned over time. The largest contributors to dividend income include FlexShares Ultra-Short Income Fund - $1.07M, SPDR Bloomberg 1-3 Month T-Bill ETF - $922,842.66, WisdomTree Floating Rate Treasury Fund - $809,853.8, Prospect Capital Corporation - $622,431.9, 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.
