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:
46.34%
Gain -0.23%
Monthly
1.14%
Yearly
14.61%
Drawdown
17.74%
$312.33M
Equity
Holdings
$312.33M
Investment
$257.62M
$87.51M
Profit -$560,390.08
Realized
$32.8M
Unrealized
$54.71M
Dividends
$13.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$560,390.08
Win %
76%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$2.26M
Win %
76%
This Month
Compared to last month
Gain
0.47%
Profit
$1.45M
Win %
76%
This Year
Compared to last year
Gain
8.16%
Profit
$23.56M
Win %
76%
CDZI Cadiz Inc.
+3.41%
+$5,182.19 
F Ford Motor Company
+2.56%
+$635.04 
COKE Coca-Cola Consolidated Inc.
+2.46%
+$151.2 
USB U.S. Bancorp
+2.4%
+$830.76 
RTX RTX Corporation
+2.36%
+$414.54 
PM Philip Morris International Inc.
+2.19%
+$499.32 
LMT Lockheed Martin Corporation
+2.11%
+$145.99 
BP BP p.l.c. Sponsored ADR
+2.04%
+$1,807.74 
PEP PepsiCo, Inc.
+2.02%
+$33.67 
AIG American International Group Inc.
+2%
+$553 
JPM JPMorgan Chase & Co.
+1.97%
+$1,031.16 
SHEL Shell plc
+1.91%
+$37.52 
AEP American Electric Power Company, Inc.
+1.88%
+$445.99 
WY Weyerhaeuser Company
+1.83%
+$4.26 
MAR Marriott International Inc. - Class A
+1.72%
+$271.42 
KO The Coca-Cola Company
+1.68%
+$154.5 
COP ConocoPhillips
+1.67%
+$236.5 
MDLZ Mondelez International, Inc.
+1.67%
+$101.85 
GE General Electric Company
+1.66%
+$310.8 
WFC Wells Fargo & Company
+1.61%
+$2,405.97 
PGR Progressive Corporation
+1.57%
+$1,051.68 
WEC WEC Energy Group Inc.
+1.56%
+$226.05 
JNJ Johnson & Johnson
+1.41%
+$2,634.53 
BLK BlackRock, Inc.
+1.4%
+$812.76 
VTRS Viatris Inc.
+1.37%
+$11.5 
MO Altria Group, Inc.
+1.37%
+$278.76 
LOW Lowe's Companies Inc.
+1.34%
+$91.53 
ADNT Adient plc
+1.21%
+$1.76 
PG Procter & Gamble Co
+1.2%
+$1,396.71 
COST Costco Wholesale Corporation
+1.16%
+$1,143.32 
CVX Chevron Corporation
+1.14%
+$105 
ET Energy Transfer L.P.
+1.13%
+$4,564.8 
XEL Xcel Energy Inc.
+1.13%
+$3,830.95 
VZ Verizon Communications Inc.
+1.11%
+$302.44 
MRK Merck & Co., Inc.
+1.1%
+$182.97 
DC Dakota Gold Corp
+1.09%
+$600 
T AT&T Inc.
+1.06%
+$180.5 
SPG Simon Property Group, Inc.
+1.05%
+$148 
HWM Howmet Aerospace Inc.
+1%
+$2,634 
CAG Conagra Brands Inc.
+0.99%
+$34.02 
SCHH Schwab U.S. REIT ETF
+0.98%
+$88,308.44 
IVT InvenTrust Properties Corp.
+0.97%
+$67.86 
YUMC Yum China Holdings Inc.
+0.96%
+$30.53 
AAPL Apple Inc.
+0.93%
+$532.56 
DFIC Dimensional International Core Equity Market ETF
+0.9%
+$2,710.14 
PSX Phillips 66
+0.9%
+$130 
LLY Eli Lilly and Company
+0.88%
+$10,026.28 
BAC Bank of America Corporation
+0.86%
+$451.23 
SCHD Schwab U.S. Dividend Equity ETF
+0.85%
+$28.71 
IYF iShares U.S. Financials ETF
+0.84%
+$1,278.13 
KMB Kimberly-Clark Corporation
+0.84%
+$25.23 
BMO Bank of Montreal
+0.82%
+$58.69 
SPGI S&P Global Inc.
+0.82%
+$76.78 
EFV iShares MSCI EAFE Value ETF
+0.81%
+$510.19 
V Visa Inc. Class A
+0.79%
+$186.44 
IYR iShares U.S. Real Estate ETF
+0.79%
+$10.71 
SCHC Schwab International Small-Cap Equity ETF
+0.78%
+$39.14 
VNQ Vanguard Real Estate ETF
+0.78%
+$83.07 
ITW Illinois Tool Works Inc.
+0.77%
+$252 
WMT Walmart Inc.
+0.76%
+$582.3 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$949.2 
DFAI Dimensional International Core Equity Market ETF
+0.7%
+$1,133.32 
FISV Fiserv, Inc.
+0.7%
+$68.31 
XOM Exxon Mobil Corporation
+0.66%
+$851.01 
VYMI Vanguard International High Dividend Yield Index Fund
+0.65%
+$7.26 
IEFA iShares Core MSCI EAFE ETF
+0.65%
+$39,567.5 
APD Air Products and Chemicals, Inc.
+0.64%
+$41.8 
FCX Freeport-McMoRan Inc.
+0.6%
+$285.6 
AMLP Alerian MLP ETF
+0.58%
+$73.5 
PFE Pfizer Inc.
+0.54%
+$48.32 
EFA iShares MSCI EAFE ETF
+0.54%
+$4,695.6 
DON WisdomTree U.S. MidCap Dividend Fund
+0.52%
+$11.31 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$97.17 
RPM RPM International Inc.
+0.47%
+$9.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$383.46 
SCHF Schwab International Equity ETF
+0.46%
+$162,502.87 
FAST Fastenal Co.
+0.45%
+$9,312.3 
VTV Vanguard Value ETF
+0.43%
+$69,967.5 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$13.69 
KKR KKR & Co. Inc.
+0.39%
+$31.62 
MA Mastercard Incorporated
+0.39%
+$57.36 
SIRI Sirius XM Holdings Inc.
+0.37%
+$1 
IVE ISHARES S&P 500 VALUE ETF
+0.35%
+$559.42 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.34%
+$87,196.9 
TLT iShares 20+ Year Treasury Bond ETF
+0.34%
+$24,333.21 
EFG iShares MSCI EAFE Growth ETF
+0.3%
+$154.4 
RXI iShares Global Consumer Discretionary ETF
+0.3%
+$11.55 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.3%
+$6.67 
IUSV iShares Core S&P U.S. Value ETF
+0.29%
+$59.07 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+0.22%
+$20.64 
TIP iShares TIPS Bond ETF
+0.21%
+$437.4 
NVDA NVIDIA Corporation
+0.21%
+$92.92 
GEV GE Vernova Inc.
+0.18%
+$25.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.18%
+$1,634.96 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.16%
+$1,055.08 
AVLV Avantis U.S. Large Cap Value ETF
+0.15%
+$24.64 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$6,938.28 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$9 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$101.36 
VTC Vanguard Total Corporate Bond Fund
+0.12%
+$151.22 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$26.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.11%
+$2.28 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.11%
+$1,301.97 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.11%
+$8,585.58 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$9,005.73 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$1.27 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.09%
+$1,602.66 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$28.44 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.09%
+$1.9 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.08%
+$2,029.48 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.08%
+$1,021.23 
OGN Organon & Co.
+0.07%
+$0.08 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.06%
+$463.89 
ICLN iShares Global Clean Energy ETF
+0.06%
+$13.3 
NBSM Neuberger Berman Small-Mid Cap ETF
+0.05%
+$75.66 
SYY Sysco Corporation
+0.05%
+$38.92 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.05%
+$2.75 
VTEB Vanguard Tax-Exempt Bond ETF
+0.04%
+$4.42 
IAGG iShares International Aggregate Bond Fund
+0.04%
+$418.22 
ECL Ecolab Inc.
+0.02%
+$1.54 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.02%
+$2,556.05 
ALE Allete Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 CMCL
CMCL
0%
$0 
SMCI Super Micro Computer Inc
-7.5%
-$128.87 
PANW Palo Alto Networks, Inc.
-7.26%
-$1,667.49 
NOW ServiceNow, Inc.
-4.83%
-$466.05 
NTRB Nutriband Inc.
-4.15%
-$52 
PLUG Plug Power Inc.
-4.03%
-$120 
INTC Intel Corporation
-4%
-$2,437.16 
DJT Trump Media & Technology Group Corp.
-3.65%
-$3.24 
AMD Advanced Micro Devices, Inc.
-3.5%
-$9,849.99 
LUMN Lumen Technologies Inc.
-3.39%
-$2.15 
ORCL Oracle Corporation
-3.21%
-$11,063.52 
CRM Salesforce Inc
-3.03%
-$867.1 
AMAT Applied Materials, Inc.
-2.96%
-$254.2 
ARKK ARK Innovation ETF Fund
-2.92%
-$4,540 
PEGA Pegasystems Inc.
-2.66%
-$51.57 
TLRY Tilray Brands, Inc.
-2.5%
-$0.67 
ADBE Adobe Inc.
-2.46%
-$67.98 
FSK FS KKR Capital Corp.
-2.24%
-$119.28 
META Meta Platforms Inc Class A
-2.14%
-$315 
APP AppLovin Corporation Class A Common Stock
-2.12%
-$5.93 
SOLV Solventum Corporation
-2.04%
-$574.4 
IWP iShares Russell Mid-Cap Growth ETF
-1.73%
-$35.7 
CSCO Cisco Systems, Inc.
-1.73%
-$2,090 
VBK Vanguard Small-Cap Growth ETF
-1.71%
-$45.92 
KOMP SPDR S&P Kensho New Economies Composite ETF
-1.71%
-$127,456.81 
MSFT Microsoft Corp.
-1.53%
-$786.6 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$168,392.07 
QQQM Invesco NASDAQ 100 ETF
-1.35%
-$59,821.81 
GOOGL Alphabet Inc
-1.33%
-$1,614.72 
JGRO JPMorgan Active Growth ETF
-1.25%
-$152.32 
MGK Vanguard Mega Cap Growth ETF
-1.18%
-$2,786.36 
UNH UnitedHealth Group Incorporated
-1.16%
-$80.33 
IBM International Business Machines Corporation
-1.15%
-$284.08 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-1.14%
-$173.86 
VRTX Vertex Pharmaceuticals Incorporated
-1.03%
-$120.17 
VUG Vanguard Growth ETF
-1.02%
-$354,681.45 
SCHG Schwab U.S. Large-Cap Growth ETF
-1%
-$41,762.88 
NDSN Nordson Corporation
-1%
-$552.72 
DFEV Dimensional Emerging Markets Value ETF
-0.99%
-$138.58 
XT iShares Future Exponential Technologies ETF
-0.98%
-$15,596.4 
BABA Alibaba Group Holding Limited SP ADR
-0.93%
-$17.51 
IUSG iShares Core S&P U.S. Growth ETF
-0.9%
-$125.28 
TSLA Tesla, Inc.
-0.89%
-$45.36 
IBIT iShares Bitcoin Trust
-0.88%
-$407.13 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.87%
-$555.96 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.86%
-$42 
VWO Vanguard FTSE Emerging Markets ETF
-0.85%
-$138,530.5 
IWM iShares Russell 2000 ETF
-0.82%
-$88.53 
LW Lamb Weston Holdings, Inc.
-0.79%
-$9.03 
FFSM Fidelity Small-Mid Cap Opportunities ETF
-0.75%
-$7,295.04 
UNP Union Pacific Corporation
-0.72%
-$58.24 
FIS Fidelity National Information Services, Inc.
-0.61%
-$19.58 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.59%
-$5.9 
CGGO Capital Group Global Growth Equity ETF
-0.59%
-$59.4 
SCHM Schwab U.S. Mid-Cap ETF
-0.58%
-$29 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.56%
-$77.44 
KSS Kohl's Corporation
-0.56%
-$12.5 
IWR iShares Russell Mid-Cap ETF
-0.52%
-$137.37 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.51%
-$1,705.72 
JCI Johnson Controls International plc
-0.47%
-$58.1 
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$151.76 
AMZN Amazon.com Inc
-0.47%
-$724.7 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$22,690.03 
DFAS Dimensional U.S. Small Cap ETF
-0.43%
-$1,242.18 
SPHQ Invesco S&P 500 Quality ETF
-0.42%
-$9.72 
IWV ISHARES RUSSELL 3000 ETF
-0.42%
-$128.8 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.4%
-$4,637.94 
IJH iShares Core S&P Mid-Cap ETF
-0.4%
-$7,627.87 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.4%
-$271.98 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$3,232.99 
VOO Vanguard S&P 500 ETF
-0.39%
-$953.54 
VTHR Vanguard Russell 3000 ETF
-0.39%
-$16,880.66 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$16,252.95 
IVV iShares Core S&P 500 ETF
-0.37%
-$675.08 
ETHE Grayscale Ethereum Trust ETF
-0.36%
-$7 
QUAL iShares MSCI USA Quality Factor ETF
-0.3%
-$226.74 
VT Vanguard Total World Stock ETF
-0.28%
-$456.3 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.26%
-$5.74 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.26%
-$3.02 
UPS United Parcel Service, Inc.
-0.26%
-$125.75 
SLV iShares Silver Trust
-0.25%
-$14.29 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.24%
-$19.77 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$42,018.33 
FQAL Fidelity Quality Factor ETF
-0.22%
-$4.18 
ACWI iShares MSCI ACWI ETF
-0.22%
-$1,238.65 
FLQL Franklin U.S. Large Cap Multisector Fund
-0.2%
-$9,165.6 
VO Vanguard Mid-Cap ETF
-0.2%
-$50,076.84 
DUHP Dimensional US High Profitability ETF
-0.18%
-$1,690.2 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.15%
-$16.96 
NPK National Presto Industries Inc.
-0.12%
-$18 
IHI iShares U.S. Medical Devices ETF
-0.12%
-$7.8 
PFFD Global X U.S. Preferred ETF
-0.12%
-$0.7 
WAB Wabtec Corporation
-0.11%
-$0.65 
YUM Yum! Brands, Inc.
-0.1%
-$6.75 
NNI Nelnet, Inc.
-0.09%
-$21.6 
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
-0.09%
-$14.29 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.07%
-$1.37 
BNDX Vanguard Total International Bond ETF
-0.06%
-$14.94 
AFMC First Trust Active Factor Mid Cap ETF
-0.05%
-$11.14 
GEHC GE HealthCare Technologies Inc.
-0.04%
-$0.6 
MMM 3M Company
-0.04%
-$85.47 
FMB First Trust Managed Municipal Fund
-0.04%
-$97.54 
XLV Health Care Select Sector SPDR Fund
-0.03%
-$3.84 
GLD SPDR Gold Shares
-0.03%
-$2,362.96 Events
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Dividends
Dividend Analysis
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| Trades 531 | Longs Won 376/531 70% | Profit Factor 9.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $721,815.17 |
| Average Win $261,131.52 | Best Trade (Oct 15) $8.95M | Sharpe Ratio -15.23 |
| Average Loss -$68,871.18 | Worst Trade (Jun 30) -$2M | Z-Score 11.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 2d | Expectancy $164,803.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,525 | 4,072 | 3,620 | 3,167 | 2,715 | 2,262 | 1,810 | 1,357 | 905 | 452 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 168 | $36,705.52 | $57,988.56 | - | $21,283.04 | 57.98% | +0.927% |
| ACWI iShares MSCI ACWI ETF | 3,539 | $425,616.5 | $562,276.32 | - | $136,659.82 | 32.11% | -0.22% |
| ADBE Adobe Inc. | 11 | $6,111 | $2,700.39 | - | -$3,410.61 | -55.81% | -2.456% |
| ADNT Adient plc | 8 | $180.56 | $147.2 | - | -$33.36 | -18.48% | +1.21% |
| AEP American Electric Power Company, Inc. | 191 | $16,445 | $24,185.37 | - | $7,740.37 | 47.07% | +1.879% |
| AFMC First Trust Active Factor Mid Cap ETF | 557 | $16,241.84 | $22,491.66 | - | $6,249.82 | 38.48% | -0.05% |
| AGG iShares Core U.S. Aggregate Bond ETF | 96,628 | $9.58M | $9.23M | - | -$350,149.31 | -3.66% | +0.098% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 330 | $8,382 | $8,276.43 | - | -$105.57 | -1.26% | -0.238% |
| AIG American International Group Inc. | 350 | $26,121 | $28,245 | - | $2,124 | 8.13% | +1.997% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 10 | $814 | $998.2 | - | $184.2 | 22.63% | -0.588% |
| ALE Allete Inc. | 167 | $9,960 | $9,960 | - | - | - | 0.0 |
| AMAT Applied Materials, Inc. | 20 | $2,913 | $8,346 | - | $5,433 | 186.51% | -2.956% |
| AMD Advanced Micro Devices, Inc. | 500 | $89,260.4 | $271,265 | - | $182,004.6 | 203.9% | -3.504% |
| AMLP Alerian MLP ETF | 245 | $11,535 | $12,791.45 | - | $1,256.45 | 10.89% | +0.578% |
| AMZN Amazon.com Inc | 609 | $119,604.5 | $154,424.13 | - | $34,819.63 | 29.11% | -0.467% |
| APD Air Products and Chemicals, Inc. | 22 | $5,330 | $6,567 | - | $1,237 | 23.21% | +0.641% |
| APP AppLovin Corporation Class A Common Stock | 1 | $324 | $273.36 | - | -$50.64 | -15.63% | -2.123% |
| ARKK ARK Innovation ETF Fund | 1,816 | $127,647 | $151,073.04 | - | $23,426.04 | 18.35% | -2.917% |
| ASML ASML Holding N.V. New York Registry Shares | 2 | $1,335 | $3,328.57 | - | $1,993.57 | 149.33% | +0.413% |
| AVLV Avantis U.S. Large Cap Value ETF | 176 | $11,577.28 | $16,459.52 | - | $4,882.24 | 42.17% | +0.15% |
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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 - $7.18M, 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 $13.05M earned over time. The largest contributors to dividend income include Schwab International Equity ETF - $1.1M, Schwab 5-10 Year Corporate Bond ETF - $727,708.86, Invesco S&P MidCap Quality ETF - $707,552.62, First Trust TCW Unconstrained Plus Bond ETF - $565,386.79, and SPDR Portfolio S&P 500 Value ETF - $532,943.44. 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.
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