Alisha Arvold Portfolio
Invests via Christopher J. Hasenberg, Inc | Managed by Christopher J. Hasenberg, Inc (doing business as Hasenberg Financial Group)
Invests via Christopher J. Hasenberg, Inc
Managed by Christopher J. Hasenberg, Inc (doing business as Hasenberg Financial Group)
Automatically Tracked
Alisha Arvold Profile
Experienced consumer and fintech investor and operator known for scaling growth-stage businesses. Alisha Arvold brings product and go-to-market leadership, prior operating roles at startups and venture-backed firms, and active angel/seed-stage investing; focuses on SaaS, marketplaces and financial services. Market-facing profile emphasizes growth strategy, customer acquisition, board and advisory experience, and readiness to support early revenue expansion.
Experienced consumer and fintech investor and operator known for scaling growth-stage businesses. Alisha Arvold brings product and go-to-market leadership, prior operating roles at startups and venture-backed firms, and active angel/seed-stage investing; focuses on SaaS, marketplaces and financial services. Market-facing profile emphasizes growth strategy, customer acquisition, board and advisory experience, and readiness to support early revenue expansion.
Investment Philosophy & Strategy
Combines operator-led, growth-stage investing with product and go-to-market focus, targeting SaaS, marketplaces and fintech that demonstrate early revenue traction. Prioritizes capital deployment to customer acquisition and scalable growth engines, uses metrics-driven underwriting (LTV:CAC, unit economics), prefers founder-led teams and active board/advisory roles, and pursues 3–7 year growth horizons with pragmatic risk controls and milestone-based capital tranches.
Combines operator-led, growth-stage investing with product and go-to-market focus, targeting SaaS, marketplaces and fintech that demonstrate early revenue traction. Prioritizes capital deployment to customer acquisition and scalable growth engines, uses metrics-driven underwriting (LTV:CAC, unit economics), prefers founder-led teams and active board/advisory roles, and pursues 3–7 year growth horizons with pragmatic risk controls and milestone-based capital tranches.
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:
49.56%
Gain -0.45%
Monthly
1.27%
Yearly
16.3%
Drawdown
17.74%
$318.68M
Equity
Holdings
$318.68M
Investment
$257.62M
$93.85M
Profit -$1.22M
Realized
$32.8M
Unrealized
$61.05M
Dividends
$12.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$1.22M
Win %
78%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$1.22M
Win %
78%
This Month
Compared to last month
Gain
2%
Profit
$6.24M
Win %
78%
This Year
Compared to last year
Gain
10.36%
Profit
$29.9M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$21,972.71 
TLRY Tilray Brands, Inc.
+8.1%
+$2.82 
GOOGL Alphabet Inc
+6.73%
+$7,819.56 
WY Weyerhaeuser Company
+6.51%
+$18.36 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$100.81 
YUMC Yum China Holdings Inc.
+3.68%
+$121.41 
META Meta Platforms Inc Class A
+3.28%
+$353.6 
MSFT Microsoft Corp.
+3.02%
+$1,293.9 
NVDA NVIDIA Corporation
+2.93%
+$1,153.42 
SMCI Super Micro Computer Inc
+2.42%
+$32.83 
CVX Chevron Corporation
+2.35%
+$189.84 
BP BP p.l.c. Sponsored ADR
+2.26%
+$1,826 
RXI iShares Global Consumer Discretionary ETF
+2.25%
+$88.2 
FAST Fastenal Co.
+2.25%
+$43,457.4 
CSCO Cisco Systems, Inc.
+2.14%
+$2,673 
JCI Johnson Controls International plc
+1.93%
+$230.74 
PANW Palo Alto Networks, Inc.
+1.89%
+$381.3 
CRM Salesforce Inc
+1.83%
+$383.96 
ORCL Oracle Corporation
+1.81%
+$5,915.91 
HWM Howmet Aerospace Inc.
+1.8%
+$5,976.01 
PEGA Pegasystems Inc.
+1.73%
+$28.08 
SHEL Shell plc
+1.62%
+$27.93 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$18.3 
VZ Verizon Communications Inc.
+1.52%
+$427.7 
LMT Lockheed Martin Corporation
+1.5%
+$112.19 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$66.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$867.84 
GE General Electric Company
+1.42%
+$301.8 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$179.28 
COP ConocoPhillips
+1.22%
+$145 
WFC Wells Fargo & Company
+1.19%
+$1,845.18 
AMAT Applied Materials, Inc.
+1.18%
+$118 
ITW Illinois Tool Works Inc.
+1.15%
+$390 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$44,083.04 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$2,436.75 
VUG Vanguard Growth ETF
+1.1%
+$360,495.9 
NOW ServiceNow, Inc.
+1.05%
+$75.4 
ADBE Adobe Inc.
+1.01%
+$27.61 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$155,154.16 
UNP Union Pacific Corporation
+0.92%
+$74.76 
AMLP Alerian MLP ETF
+0.89%
+$120.05 
NDSN Nordson Corporation
+0.86%
+$428.4 
IBM International Business Machines Corporation
+0.86%
+$202.46 
GEV GE Vernova Inc.
+0.85%
+$124.65 
FLQL Franklin U.S. Large Cap Multisector Fund
+0.84%
+$36,662.34 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$524.17 
TSLA Tesla, Inc.
+0.76%
+$33.04 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,697.81 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,666.99 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$28,696.48 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,198.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$27,794.9 
XT iShares Future Exponential Technologies ETF
+0.67%
+$10,080.58 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$75,750.84 
SYY Sysco Corporation
+0.63%
+$515.69 
JGRO JPMorgan Active Growth ETF
+0.61%
+$71.68 
IVT InvenTrust Properties Corp.
+0.6%
+$49.14 
ET Energy Transfer L.P.
+0.59%
+$2,434.56 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$184.28 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$24,740.99 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$170.8 
MO Altria Group, Inc.
+0.57%
+$107.64 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$4,939.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$25,893.18 
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
+0.52%
+$77.85 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+0.52%
+$5,435.52 
PSX Phillips 66
+0.51%
+$54 
ACWI iShares MSCI ACWI ETF
+0.49%
+$2,724.99 
FQAL Fidelity Quality Factor ETF
+0.48%
+$8.58 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$39.6 
BMO Bank of Montreal
+0.47%
+$35.69 
KKR KKR & Co. Inc.
+0.45%
+$41.85 
PFE Pfizer Inc.
+0.4%
+$30.2 
RTX RTX Corporation
+0.39%
+$78.96 
PG Procter & Gamble Co
+0.37%
+$391.67 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$446.4 
BAC Bank of America Corporation
+0.36%
+$223.08 
MRK Merck & Co., Inc.
+0.32%
+$46.74 
JPM JPMorgan Chase & Co.
+0.27%
+$146.64 
VT Vanguard Total World Stock ETF
+0.26%
+$415.74 
NBSM Neuberger Berman Small-Mid Cap ETF
+0.21%
+$302.64 
JNJ Johnson & Johnson
+0.21%
+$391.67 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$132.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$5.94 
USB U.S. Bancorp
+0.17%
+$66.22 
T AT&T Inc.
+0.17%
+$28.88 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$4 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$22.88 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.13%
+$20.8 
NNI Nelnet, Inc.
+0.13%
+$32.4 
MMM 3M Company
+0.12%
+$256.4 
FSK FS KKR Capital Corp.
+0.1%
+$4.97 
WMT Walmart Inc.
+0.09%
+$64.7 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$10.14 
AEP American Electric Power Company, Inc.
+0.06%
+$13.37 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$5.28 
ALE Allete Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
OGN Organon & Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 CMCL
CMCL
0%
$0 
AAPL Apple Inc.
-7.35%
-$4,119.36 
DJT Trump Media & Technology Group Corp.
-5.01%
-$6.24 
CDZI Cadiz Inc.
-4.78%
-$5,979.45 
SIRI Sirius XM Holdings Inc.
-4.36%
-$13.5 
ADNT Adient plc
-3.84%
-$6.72 
CAG Conagra Brands Inc.
-3.46%
-$126.36 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$47 
IBIT iShares Bitcoin Trust
-2.89%
-$1,052.58 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$38.4 
LUMN Lumen Technologies Inc.
-2.74%
-$2.34 
FIS Fidelity National Information Services, Inc.
-2.67%
-$109.47 
DC Dakota Gold Corp
-2.58%
-$1,200 
YUM Yum! Brands, Inc.
-2.37%
-$167.4 
ARKK ARK Innovation ETF Fund
-2.28%
-$3,014.56 
SLV iShares Silver Trust
-2.13%
-$125.4 
NTRB Nutriband Inc.
-2.06%
-$12 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$7.97 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,620.01 
LW Lamb Weston Holdings, Inc.
-1.87%
-$21 
KSS Kohl's Corporation
-1.85%
-$36 
APD Air Products and Chemicals, Inc.
-1.77%
-$116.82 
UNH UnitedHealth Group Incorporated
-1.68%
-$120.19 
SOLV Solventum Corporation
-1.59%
-$441.6 
GLD SPDR Gold Shares
-1.49%
-$110,674.46 
PLUG Plug Power Inc.
-1.44%
-$60 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$44.88 
FCX Freeport-McMoRan Inc.
-1.28%
-$550.8 
MDLZ Mondelez International, Inc.
-1.22%
-$74.69 
F Ford Motor Company
-1.21%
-$362.88 
VTRS Viatris Inc.
-1.13%
-$9.2 
LOW Lowe's Companies Inc.
-1.08%
-$79.45 
INTC Intel Corporation
-1.02%
-$593.34 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$57.9 
KO The Coca-Cola Company
-1.02%
-$90 
UPS United Parcel Service, Inc.
-1%
-$528.15 
XOM Exxon Mobil Corporation
-0.97%
-$1,132.2 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$105.8 
PGR Progressive Corporation
-0.87%
-$582.18 
KMB Kimberly-Clark Corporation
-0.8%
-$25.52 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$393.39 
SPGI S&P Global Inc.
-0.74%
-$67.54 
MA Mastercard Incorporated
-0.74%
-$102 
BLK BlackRock, Inc.
-0.73%
-$414.96 
MAR Marriott International Inc. - Class A
-0.71%
-$108.65 
RPM RPM International Inc.
-0.7%
-$15.2 
ICLN iShares Global Clean Energy ETF
-0.68%
-$159.6 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$4,484.09 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$49,567.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$546.14 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$1,055.17 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$39,884.04 
EFA iShares MSCI EAFE ETF
-0.62%
-$5,534.1 
PM Philip Morris International Inc.
-0.61%
-$134.52 
ECL Ecolab Inc.
-0.61%
-$37.62 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$62.08 
SCHF Schwab International Equity ETF
-0.58%
-$208,003.68 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$1,753.62 
WEC WEC Energy Group Inc.
-0.57%
-$86.31 
IYR iShares U.S. Real Estate ETF
-0.55%
-$8.12 
WAB Wabtec Corporation
-0.55%
-$3.2 
VNQ Vanguard Real Estate ETF
-0.54%
-$63.18 
LLY Eli Lilly and Company
-0.53%
-$5,572.17 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$340.13 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$5.83 
SCHH Schwab U.S. REIT ETF
-0.49%
-$48,168.24 
IWM iShares Russell 2000 ETF
-0.47%
-$54.21 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$10.8 
SPG Simon Property Group, Inc.
-0.46%
-$73.83 
PEP PepsiCo, Inc.
-0.46%
-$8.32 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$8,013.3 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$27.6 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$20.6 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$33,843.38 
AIG American International Group Inc.
-0.39%
-$108.5 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$6.6 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$74.71 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$1,022.7 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.27%
-$26.66 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$7.36 
VTV Vanguard Value ETF
-0.27%
-$43,452.76 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$63 
DUHP Dimensional US High Profitability ETF
-0.27%
-$2,478.96 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$14,647.48 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$38.4 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$13.05 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$24,157 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$5.8 
FISV Fiserv, Inc.
-0.24%
-$26.91 
COST Costco Wholesale Corporation
-0.24%
-$230.28 
BNDX Vanguard Total International Bond ETF
-0.23%
-$54.78 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$44.75 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$184.3 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$2,603.94 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4.32 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$14.4 
VTC Vanguard Total Corporate Bond Fund
-0.2%
-$261.51 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$303.29 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$20,448.44 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$519.12 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2,269.4 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,672.88 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$40,556.29 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$2.04 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$12.87 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$3,044.22 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,104.24 
TIP iShares TIPS Bond ETF
-0.1%
-$213.84 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$11.05 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.09%
-$7,020.48 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$5.49 
IYF iShares U.S. Financials ETF
-0.09%
-$141.37 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$1.95 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$618.52 
FMB First Trust Managed Municipal Fund
-0.08%
-$195.08 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$909.38 
NPK National Presto Industries Inc.
-0.07%
-$8 
AFMC First Trust Active Factor Mid Cap ETF
-0.05%
-$11.14 
VO Vanguard Mid-Cap ETF
-0.05%
-$12,139.84 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$12.64 
V Visa Inc. Class A
-0.04%
-$8.26 
XEL Xcel Energy Inc.
-0.04%
-$135.21 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$5,420.36 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$0.09 Events
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Dividends
Dividend Analysis
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| Trades 531 | Longs Won 385/531 72% | Profit Factor 10.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $765,347.85 |
| Average Win $268,376.94 | Best Trade (Aug 26) $8.44M | Sharpe Ratio -15.23 |
| Average Loss -$64,881.28 | Worst Trade (Jun 30) -$2M | Z-Score 12.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 4d | Expectancy $176,746.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,902 | 4,412 | 3,922 | 3,431 | 2,941 | 2,451 | 1,961 | 1,471 | 980 | 490 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 168 | $36,705.52 | $51,896.88 | - | $15,191.36 | 41.39% | -7.354% |
| ACWI iShares MSCI ACWI ETF | 3,539 | $425,616.5 | $553,605.73 | - | $127,989.23 | 30.07% | +0.495% |
| ADBE Adobe Inc. | 11 | $6,111 | $2,754.51 | - | -$3,356.49 | -54.93% | +1.013% |
| ADNT Adient plc | 8 | $180.56 | $168.32 | - | -$12.24 | -6.78% | -3.839% |
| AEP American Electric Power Company, Inc. | 191 | $16,445 | $24,419.35 | - | $7,974.35 | 48.49% | +0.055% |
| AFMC First Trust Active Factor Mid Cap ETF | 557 | $16,241.84 | $22,603.06 | - | $6,361.22 | 39.17% | -0.049% |
| AGG iShares Core U.S. Aggregate Bond ETF | 96,628 | $9.58M | $9.41M | - | -$169,764.16 | -1.77% | -0.256% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 330 | $8,382 | $8,421.6 | - | $39.6 | 0.47% | +0.472% |
| AIG American International Group Inc. | 350 | $26,121 | $27,503 | - | $1,382 | 5.29% | -0.393% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 10 | $814 | $1,170.5 | - | $356.5 | 43.8% | +1.588% |
| ALE Allete Inc. | 167 | $9,960 | $9,960 | - | - | - | 0.0 |
| AMAT Applied Materials, Inc. | 20 | $2,913 | $10,153.4 | - | $7,240.4 | 248.55% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 500 | $89,260.4 | $238,074.99 | - | $148,814.59 | 166.72% | -1.904% |
| AMLP Alerian MLP ETF | 245 | $11,535 | $13,553.4 | - | $2,018.4 | 17.5% | +0.894% |
| AMZN Amazon.com Inc | 609 | $119,604.5 | $165,392.21 | - | $45,787.71 | 38.28% | +15.321% |
| APD Air Products and Chemicals, Inc. | 22 | $5,330 | $6,487.58 | - | $1,157.58 | 21.72% | -1.769% |
| APP AppLovin Corporation Class A Common Stock | 1 | $324 | $395.9 | - | $71.9 | 22.19% | -1.973% |
| ARKK ARK Innovation ETF Fund | 1,816 | $127,647 | $129,371.84 | - | $1,724.84 | 1.35% | -2.277% |
| ASML ASML Holding N.V. New York Registry Shares | 2 | $1,335 | $3,258 | - | $1,923 | 144.04% | -1.359% |
| AVLV Avantis U.S. Large Cap Value ETF | 176 | $11,577.28 | $16,220.16 | - | $4,642.88 | 40.1% | +0.141% |
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Option values are updated at end of day.
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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 Alisha Arvold?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $7.16M, Dimensional US High Profitability ETF - $6.57M, ISHARES RUSSELL 3000 ETF - $5.8M, Vanguard S&P 500 ETF - $5.53M, and Xtrackers Russell 1000 US Quality at a Reasonable Price ETF - $3.33M. 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: Vanguard Small-Cap ETF - $1.79M, VANGUARD SMALL-CAP VALUE ETF - $1.33M, Invesco S&P MidCap Quality ETF - $1.3M, iShares Residential and Multisector Real Estate ETF - $543,813.18, and iShares Morningstar Small-Cap Value ETF - $275,105.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alisha Arvold's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.18M earned over time. The largest contributors to dividend income include Schwab International Equity ETF - $1.1M, Invesco S&P MidCap Quality ETF - $707,552.62, Schwab 5-10 Year Corporate Bond ETF - $681,853.23, First Trust TCW Unconstrained Plus Bond ETF - $562,448.82, and Vanguard S&P 500 ETF - $514,480.46. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alisha Arvold's monthly returns?
Alisha Arvold's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Alisha Arvold's strategy be considered aggressive or moderate?
Alisha Arvold's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Alisha Arvold's strategy?
Alisha Arvold'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.
