Sean Reitenbach Portfolio
Invests via Prosperity Consulting Group LLC | Managed by Sean Reitenbach, Ana Bou-Goldsmith
Invests via Prosperity Consulting Group LLC
Managed by Sean Reitenbach, Ana Bou-Goldsmith
Automatically Tracked
Sean Reitenbach Profile
With a robust background in entrepreneurial ventures, Sean Reitenbach has made significant strides in the technology sector. His leadership experience includes steering multiple startups through critical growth phases while fostering innovation and efficiency. Known for his hands-on approach, he actively engages with emerging companies to enhance their strategic direction and market adaptability. This involvement positions him as a valuable asset within investor circles focused on scalable tech solutions and disruptive business models. Through mentorship and capital-raising initiatives, he continues to influence new market entrants aiming for sustained impact.
With a robust background in entrepreneurial ventures, Sean Reitenbach has made significant strides in the technology sector. His leadership experience includes steering multiple startups through critical growth phases while fostering innovation and efficiency. Known for his hands-on approach, he actively engages with emerging companies to enhance their strategic direction and market adaptability. This involvement positions him as a valuable asset within investor circles focused on scalable tech solutions and disruptive business models. Through mentorship and capital-raising initiatives, he continues to influence new market entrants aiming for sustained impact.
Investment Philosophy & Strategy
Capitalizing on his extensive experience in technology and entrepreneurship, Sean Reitenbach prioritizes investments that showcase transformative potential. His keen insight into market dynamics allows him to identify opportunities with substantial scalability while enhancing operational efficiencies. Engaging directly with startup leaders, he provides the strategic support needed for their growth trajectories. By fostering innovation and encouraging forward-thinking approaches, he positions his investments not merely as financial commitments but as catalysts for change within industries. This entrepreneurial mindset is central to how decisions are made, paving the way for groundbreaking developments.
Capitalizing on his extensive experience in technology and entrepreneurship, Sean Reitenbach prioritizes investments that showcase transformative potential. His keen insight into market dynamics allows him to identify opportunities with substantial scalability while enhancing operational efficiencies. Engaging directly with startup leaders, he provides the strategic support needed for their growth trajectories. By fostering innovation and encouraging forward-thinking approaches, he positions his investments not merely as financial commitments but as catalysts for change within industries. This entrepreneurial mindset is central to how decisions are made, paving the way for groundbreaking developments.
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:
166.56%
Gain -0.59%
Monthly
1.68%
Yearly
22.11%
Drawdown
33.99%
$2.66B
Equity
Holdings
$2.66B
Investment
$2.21B
$481.3M
Profit -$6.43M
Realized
$28.05M
Unrealized
$453.25M
Dividends
$83.48M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$6.43M
Win %
72%
This Week
Compared To Last Week
Gain
-1.17%
Profit
-$31.56M
Win %
72%
This Month
Compared to last month
Gain
-0.84%
Profit
-$22.55M
Win %
72%
This Year
Compared to last year
Gain
0.86%
Profit
$23.65M
Win %
71%
SNDK SanDisk Corporation
+13.67%
+$89,887.96 
PLTR Palantir Technologies Inc.
+4.66%
+$82,784.46 
MU Micron Technology, Inc.
+4.23%
+$265,926.14 
VLO Valero Energy Corporation
+3.85%
+$209,677.03 
INTC Intel Corporation
+3.58%
+$74,658.41 
CMCSA Comcast Corp
+2.79%
+$10,908.44 
META Meta Platforms Inc Class A
+2.79%
+$255,179.92 
BTI British American Tobacco p.l.c. ADR
+2.7%
+$60,629.52 
EQR Equity Residential
+2.41%
+$5,730.35 
MRVL Marvell Technology, Inc.
+2.35%
+$6,936 
PYPL PayPal Holdings Inc
+2.35%
+$42,999.65 
TKO Tko Group Holdings Inc.
+2.33%
+$11,708.66 
KR Kroger Co.
+2.09%
+$13,787.27 
BLK BlackRock, Inc.
+1.89%
+$26,425.61 
EIX Edison International
+1.84%
+$35,055.36 
RGA Reinsurance Group of America, Inc.
+1.75%
+$4,214 
MSM MSC Industrial Direct Co., Inc.
+1.55%
+$5,065.3 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.49%
+$5,367.92 
BMY Bristol-Myers Squibb Company
+1.49%
+$9,001.25 
UNP Union Pacific Corporation
+1.38%
+$7,506.92 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.34%
+$107,097.9 
MO Altria Group, Inc.
+1.09%
+$14,674.8 
WRB W.R. Berkley Corporation
+1.06%
+$2,467.9 
QCOM QUALCOMM Incorporated
+1.05%
+$49,587.4 
AAPL Apple Inc.
+1%
+$859,604.83 
VONG Vanguard Russell 1000 Growth Fund
+0.98%
+$37,812.6 
NNN NNN REIT, Inc.
+0.94%
+$2,895.19 
GOOGL Alphabet Inc
+0.82%
+$233,650.27 
TJX The TJX Companies, Inc.
+0.79%
+$22,920 
SOXX iShares Semiconductor ETF
+0.76%
+$37,236.17 
PGR Progressive Corporation
+0.72%
+$6,892.5 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$299,851.65 
ORI Old Republic International Corp.
+0.68%
+$1,879.49 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.67%
+$1,514.7 
SCHW Charles Schwab Corporation
+0.66%
+$2,537.28 
FEX First Trust Large Cap Core Fund A
+0.64%
+$8,979.78 
PRF Invesco FTSE RAFI US 1000 ETF
+0.61%
+$50,359.78 
VBK Vanguard Small-Cap Growth ETF
+0.55%
+$7,470.5 
BSX Boston Scientific Corporation
+0.53%
+$4,640.76 
SNDA Sonida Senior Living Inc.
+0.46%
+$987.67 
UGI UGI Corporation
+0.46%
+$1,111.05 
EQIX Equinix, Inc.
+0.43%
+$3,545.06 
SPG Simon Property Group, Inc.
+0.41%
+$1,725.36 
SHW The Sherwin-Williams Company
+0.37%
+$815.39 
IEF iShares 7-10 Year Treasury Bond ETF
+0.37%
+$1,835.66 
PLD Prologis Inc.
+0.34%
+$3,636.96 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
+0.32%
+$2,202.07 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.21%
+$792.72 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.17%
+$5,643.82 
SNY Sanofi American Depositary Receipt
+0.16%
+$379.26 
URA Global X Uranium ETF
+0.11%
+$524.25 
RYT Invesco S&P 500 Equal Weight ETF
+0.09%
+$665.4 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$3,183.05 
FTSL First Trust Senior Loan ETF
+0.08%
+$1,148.02 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$11,431.31 
LEND SEI High Yield Bond & Alternative Credit ETF
+0.02%
+$76.14 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.01%
+$163.78 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
+$10.32 
PTH Invesco Dorsey Wright Health Care Momentum ETF
0%
+$5.29 
DJUL FT Vest US Equity Deep Buffer Fund
0%
+$3.04 
FJUN FT Vest US Equity Buffer ETF - June
0%
+$8.24 
GMAR FT Vest US Equity Moderate B Fund
0%
+$2.21 
LMBS First Trust Low Duration Opportunities ETF
0%
+$6.92 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADI Analog Devices, Inc.
0%
+$0.02 
ADBE Adobe Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
+$0.11 
ADT ADT Inc.
0%
$0 
AEE Ameren Corporation
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AIT Applied Industrial Technologies Inc.
0%
-$0.01 
AJG Arthur J. Gallagher & Co.
0%
-$0.05 
ALL Allstate Corporation
0%
$0 
ALNY Alnylam Pharmaceuticals Inc
0%
$0 
AME Ametek Inc.
0%
+$0.04 
AMGN Amgen Inc.
0%
+$0.02 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
+$0.02 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
-$0.01 
ARES Ares Management Corporation
0%
-$0.27 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
-$0.06 
ATO Atmos Energy Corporation
0%
$0 
AVGO Broadcom Inc.
0%
+$0.65 
AWK American Water Works Company, Inc.
0%
$0 
AXON Axon Enterprise, Inc.
0%
-$0.03 
AXP American Express Company
0%
$0 
AXTA Axalta Coating Systems Ltd.
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BALL Ball Corp.
0%
$0 
BBY Best Buy Co., Inc.
0%
$0 
BBDC Barings BDC Inc.
0%
$0 
BCAT BlackRock Capital Allocation Trust
0%
+$0.02 
BG Bunge Global S.A.
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
BHB Bar Harbor Bankshares
0%
$0 
BHP BHP Group Ltd.
0%
$0 
BIIB Biogen Inc.
0%
$0 
BIP Brookfield Infrastructure Partners L.P.
0%
$0 
BKNG Booking Holdings Inc.
0%
+$0.03 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BRO Brown & Brown Inc.
0%
+$0.01 
BWB Bridgewater Bancshares Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAG Conagra Brands Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CAVA Cava Group Inc.
0%
$0 
CB Chubb Limited
0%
+$0.05 
CCJ Cameco Corporation
0%
$0 
CCI Crown Castle Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CIEN Ciena Corporation
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CLS Celestica Inc.
0%
+$0.02 
CMI Cummins Inc.
0%
$0 
CME CME Group Inc.
0%
-$0.06 
COF Capital One Financial Corporation
0%
$0 
COHR Coherent Corp.
0%
$0 
CRM Salesforce Inc
0%
-$0.03 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTAS Cintas Corporation
0%
+$0.12 
CSX CSX Corporation
0%
-$0.08 
CTVA Corteva Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.12 
CVS CVS Health Corporation
0%
$0 
CVE Cenovus Energy Inc.
0%
$0 
D Dominion Energy, Inc.
0%
-$0.02 
DAL Delta Air Lines, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DE Deere & Company
0%
$0 
DIS The Walt Disney Company
0%
$0 
DHR Danaher Corporation
0%
+$0.03 
DLR Digital Realty Trust, Inc.
0%
$0 
DOC Healthpeak Properties, Inc.
0%
$0 
DOV Dover Corporation
0%
-$0.01 
DTE DTE Energy Company
0%
+$0.06 
DUK Duke Energy Corporation
0%
$0 
DVN Devon Energy Corporation
0%
$0 
EBAY eBay Inc.
0%
$0 
ECL Ecolab Inc.
0%
+$0.03 
ED Consolidated Edison, Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
-$0.01 
EMR Emerson Electric Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EPR EPR Properties
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
ES Eversource Energy
0%
$0 
ESCA Escalade, Incorporated
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETR Entergy Corporation
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EVRG Evergy Inc.
0%
$0 
EXC Exelon Corporation
0%
$0 
F Ford Motor Company
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FERG Ferguson Enterprises Inc
0%
+$0.02 
FDX FedEx Corporation
0%
+$0.01 
FE FirstEnergy Corp.
0%
$0 
FHB First Hawaiian, Inc.
0%
$0 
FITB Fifth Third Bancorp
0%
+$0.02 
FIX Comfort Systems USA, Inc.
0%
$0 
FLWS 1-800-Flowers.com Inc.
0%
$0 
FLO Flowers Foods, Inc.
0%
$0 
FNF Fidelity National Financial, Inc.
0%
$0 
FNB F.N.B. Corporation
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GCMG GCM Grosvenor Inc.
0%
$0 
GD General Dynamics Corporation
0%
+$0.03 
GE General Electric Company
0%
$0 
GEF Greif Inc.
0%
+$0.01 
GILD Gilead Sciences Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.09 
GSBD Goldman Sachs BDC Inc.
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HLN Haleon Plc - ADR
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HSBC HSBC Holdings plc Sponsored ADR
0%
$0 
HUM Humana Inc.
0%
+$0.01 
HWM Howmet Aerospace Inc.
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
-$0.02 
IEX IDEX Corporation
0%
$0 
INCY Incyte Corporation
0%
$0 
ING ING Groep N.V. Sponsored ADR
0%
$0 
INTU Intuit Inc.
0%
+$0.01 
IRM Iron Mountain Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
+$0.03 
IVZ Invesco Ltd.
0%
$0 
JCI Johnson Controls International plc
0%
+$0.02 
JBL Jabil Inc.
0%
$0 
JNJ Johnson & Johnson
0%
+$0.22 
JPM JPMorgan Chase & Co.
0%
+$0.47 
KDP Keurig Dr Pepper Inc.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KEY KeyCorp
0%
$0 
KIM Kimco Realty Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LAZ Lazard Ltd.
0%
$0 
LEN Lennar Corporation
0%
$0 
LHX L3Harris Technologies, Inc.
0%
+$0.02 
LIN Linde plc
0%
+$0.03 
LINC Lincoln Educational Services Corporation
0%
$0 
LLY Eli Lilly and Company
0%
-$0.34 
LNG Cheniere Energy Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
+$0.07 
LOW Lowe's Companies Inc.
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LYG Lloyds Banking Group Plc ADR
0%
$0 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.12 
MAR Marriott International Inc. - Class A
0%
+$0.02 
MCD McDonald's Corporation
0%
-$0.17 
MDB MongoDB Inc.
0%
+$0.02 
MDLZ Mondelez International, Inc.
0%
$0 
MCO Moody's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MFG Mizuho Financial Group Inc. ADR
0%
$0 
MHK Mohawk Industries, Inc.
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MKSI MKS Instruments Inc.
0%
+$0.01 
MMM 3M Company
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.77 
MSI Motorola Solutions, Inc.
0%
+$0.01 
MTB M&T Bank Corporation
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NI NiSource Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
-$0.01 
NOV Nov Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NTAP NetApp, Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
-$0.04 
NWG NatWest Group plc Sponsored ADR
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
NWSA News Corporation
0%
$0 
O Realty Income Corporation
0%
$0 
OBDC Blue Owl Capital Corporation
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
OGE Oge Energy Corp.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
OMF OneMain Holdings Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
OVBC Ohio Valley Banc Corp
0%
$0 
PB Prosperity Bancshares Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.05 
PAYX Paychex Inc.
0%
$0 
PBA Pembina Pipeline Corporation
0%
$0 
PCG PG&E Corporation
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFG Principal Financial Group, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.05 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNW Pinnacle West Capital Corporation
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
-$0.04 
PPL PPL Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
-$0.04 
QS QuantumScape Corp
0%
$0 
REG Regency Centers Corporation
0%
$0 
RELX Relx PLC Sponsored ADR
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RF Regions Financial Corporation
0%
$0 
RGP Resources Connection Inc.
0%
$0 
RMD ResMed Inc.
0%
$0 
RL Ralph Lauren Corporation
0%
-$0.01 
ROK Rockwell Automation, Inc.
0%
$0 
RSG Republic Services, Inc.
0%
+$0.11 
RTX RTX Corporation
0%
$0 
RY Royal Bank of Canada
0%
$0 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SAP SAP SE Sponsored ADR
0%
+$0.17 
SBUX Starbucks Corporation
0%
$0 
SCCO Southern Copper Corporation
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHEL Shell plc
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
SNA Snap-on Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
-$0.01 
SO The Southern Company
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
SPGI S&P Global Inc.
0%
-$0.04 
SRE Sempra
0%
$0 
STAG Stag Industrial Inc.
0%
$0 
STT State Street Corp
0%
$0 
STLD Steel Dynamics Inc.
0%
+$0.01 
STX Seagate Technology Holdings plc
0%
-$0.06 
SWK Stanley Black & Decker Inc.
0%
$0 
SYK Stryker Corporation
0%
+$0.02 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TBLD Thornburg Income Builder Opportunities Trust
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TER Teradyne, Inc.
0%
+$0.01 
TEL TE Connectivity plc
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TGT Target Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
-$0.04 
TM Toyota Motor Corporation
0%
$0 
TOWN TowneBank
0%
$0 
TRGP Targa Resources Corp.
0%
-$0.01 
TROW T. Rowe Price Group, Inc.
0%
$0 
TRI Thomson Reuters Corp.
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TSLA Tesla, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
TTE TotalEnergies SE
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
$0 
TXRH Texas Roadhouse Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UFPT UFP Technologies Inc.
0%
+$0.01 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UNM Unum Group
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
-$0.01 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.28 
VICI Vici Properties Inc.
0%
$0 
VMC Vulcan Materials Company
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.02 
VRT Vertiv Holdings Co
0%
+$0.01 
VTR Ventas Inc.
0%
-$0.01 
VZ Verizon Communications Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WDC Western Digital Corporation
0%
-$0.01 
WEC WEC Energy Group Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WHG Westwood Holdings Group Inc.
0%
$0 
WIT Wipro Limited American Depositary Receipt
0%
$0 
WM Waste Management, Inc.
0%
-$0.14 
WMB The Williams Companies, Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WSM Williams-Sonoma, Inc.
0%
+$0.01 
WSO Watsco Inc.
0%
$0 
WTS Watts Water Technologies Inc.
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AOR iShares Core 60/40 Balanced Allocation ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DAUG FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
$0 
DDEC FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
+$0.26 
DMAR FT Vest US Equity Deep Buffer Fund
0%
$0 
DSEP FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DJAN FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DOCT FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DON WisdomTree U.S. MidCap Dividend Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$0.02 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
-$0.58 
DVY iShares Select Dividend ETF
0%
-$0.06 
EFA iShares MSCI EAFE ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EMLP First Trust North American Energy Infrastructure Fund
0%
-$0.16 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
EPP iShares MSCI Pacific ex Japan ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
EWJ iShares MSCI Japan ETF
0%
$0 
EWC iShares MSCI Canada ETF
0%
$0 
FAUG FT Vest U.S. Equity Buffer ETF
0%
$0 
EWU iShares MSCI United Kingdom ETF
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FAPR FT Vest U.S. Equity Buffer ETF
0%
$0 
FBT First Trust NYSE Arca Biotechnology Index Fund
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
FFEB FT Vest US Equity Buffer ETF
0%
-$0.52 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
0%
+$1.37 
FMAY FT Vest U.S. Equity Buffer ETF
0%
+$0.83 
FLJP Franklin FTSE Japan ETF
0%
$0 
FJUL FT Vest US Equity Buffer ETF
0%
$0 
FOCT FT Vest U.S. Equity Buffer ETF
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FSEP FT Vest U.S. Equity Buffer E Fund
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
0%
+$4.49 
GAUG FT Vest US Equity Moderate Fund
0%
+$0.64 
GDX VanEck Gold Miners ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
HYGW iShares High Yield Corporate Bond BuyWrite ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
+$0.82 
IEFA iShares Core MSCI EAFE ETF
0%
-$0.24 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.01 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.1 
ILCG iShares Morningstar Growth ETF
0%
$0 
IHI iShares U.S. Medical Devices ETF
0%
-$0.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
-$0.21 
ISTB iShares Core 1-5 Year USD Bond ETF
0%
+$0.01 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
+$0.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
-$1.52 
IWM iShares Russell 2000 ETF
0%
+$0.22 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
+$0.36 
IVE ISHARES S&P 500 VALUE ETF
0%
-$0.26 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
$0 
IWX iShares Russell Top 200 Value ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
-$2.47 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
LIT GLOBAL X LITHIUM & BATTERY T
0%
$0 
MBB iShares MBS ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.02 
MGV Vanguard Mega Cap Value ETF
0%
-$3.86 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.01 
MUB iShares National Muni Bond ETF
0%
$0 
OEF iShares S&P 100 ETF
0%
+$0.01 
PGX Invesco Preferred ETF
0%
$0 
PCY Invesco Emerging Markets Sovereign Debt ETF
0%
$0 
PBW Invesco WilderHill Clean Energy ETF
0%
$0 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
-$0.6 
PWV Invesco Large Cap Value ETF
0%
+$0.11 
QDEC FT Vest Nasdaq-100 Buffer ETF
0%
+$0.01 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$1.26 
QUS SPDR MSCI USA StrategicFactors ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
-$0.01 
ROBO ROBO Global Robotics & Automation Index ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SCHK Schwab 1000 Index ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
+$0.07 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SIL Global X Silver Miners UCITS ETF USD Accumulating
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SMB VanEck Short Muni ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SLV iShares Silver Trust
0%
-$0.02 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TAN Invesco Solar ETF
0%
$0 
TCAF T. Rowe Price Capital Appreciation Equity ETF
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
URTH iShares MSCI World ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
+$0.02 
VB Vanguard Small-Cap ETF
0%
$0 
VCR Vanguard Consumer Discretionary ETF
0%
+$0.01 
VOO Vanguard S&P 500 ETF
0%
+$0.11 
VOE Vanguard Mid-Cap Value ETF
0%
-$0.13 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
+$0.01 
VGT Vanguard Information Technology ETF
0%
$0 
VOOG Vanguard S&P 500 Growth ETF
0%
-$0.01 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VTHR Vanguard Russell 3000 ETF
0%
-$28.67 
VXF Vanguard Extended Market ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.1 
VTV Vanguard Value ETF
0%
+$0.2 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XES SPDR S&P Oil & Gas Equipment & Services ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
-$0.02 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XJH iShares ESG Screened S&P Mid-Cap ETF
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
+$0.01 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
XVV iShares ESG Screened S&P 500
0%
$0 
YDEC FT Vest International Equity Fund
0%
$0 
YJUN First Trust International Equity Moderate ETF
0%
-$1.11 
ARCC Ares Capital Corporation
0%
$0 
FMDE Fidelity Enhanced Mid Cap ETF
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
0%
$0 
GEV GE Vernova Inc.
0%
-$0.05 
GRAL Grail, Inc.
0%
$0 
SW Smurfit WestRock PLC
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
-$0.68 
CORO Ishares International Country Rotational Active ETF
0%
-$0.01 
DMAX iShares Large Cap Max Buffer December Fund
0%
$0 
XYZ Block, Inc.
0%
$0 
MMAX iShares Large-Cap Buffer March ETF
0%
$0 
GTM ZoomInfo Technologies Inc.
0%
$0 
IDEF iShares U.S. Defense & Aerospace Index ETF
0%
$0 
AKRE Akre Focus ETF
0%
$0 
TENM iShares Large Cap 10% Target Buffer Mar ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
+$0.5 
HONA Honeywell Aerospace Inc.
0%
$0 
MPWR Monolithic Power Systems, Inc.
-4.38%
-$12,367.08 
ANET Arista Networks, Inc.
-3.27%
-$86,151.36 
NEM Newmont Corporation
-3.1%
-$8,650.5 
MCK McKesson Corporation
-2.51%
-$17,543.82 
AMAT Applied Materials, Inc.
-2.48%
-$51,799.74 
COP ConocoPhillips
-2.18%
-$32,887.4 
FAST Fastenal Co.
-1.69%
-$4,310.24 
UNH UnitedHealth Group Incorporated
-1.61%
-$43,822.83 
SGC Superior Group of Companies, Inc.
-1.57%
-$3,992.1 
ROST Ross Stores, Inc.
-1.32%
-$4,026.96 
ACN Accenture plc Class A
-0.92%
-$11,188.65 
BDX Becton, Dickinson and Company
-0.88%
-$5,143.95 
EW Edwards Lifesciences Corporation
-0.53%
-$2,680.32 
BA Boeing Company
-0.38%
-$2,917.11 
NFG National Fuel Gas Company
-0.26%
-$551.88 
WMT Walmart Inc.
-0.25%
-$20,484.58 
BP BP p.l.c. Sponsored ADR
-0.23%
-$3,847 
AYI Acuity Brands Inc.
-0.15%
-$386.95 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$3,198.4 
AOK iShares Core Conservative Allocation ETF
-0.01%
-$73.44 
TAXF American Century Diversified Municipal Bond ETF
-0.01%
-$72.58 
NYF iShares New York Muni Bond ETF
-0.01%
-$35.04 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.01%
-$464.21 
FXH First Trust Health Care AlphaDEX Fund
0%
-$69.03 
MELI MercadoLibre, Inc.
0%
-$4.88 
COST Costco Wholesale Corporation
0%
-$62.53 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
0%
-$2.15 
ISCV iShares Morningstar Small-Cap Value ETF
0%
-$30.07 
VTWG Vanguard Russell 2000 Growth ETF
0%
-$10.12 
XMLV Invesco S&P MidCap Low Volatility ETF
0%
-$6.12 Events
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Dividends
Dividend Analysis
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| Trades 5336 | Longs Won 3441/5336 64% | Profit Factor 8.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $633,513.87 |
| Average Win $158,192.57 | Best Trade (Aug 14) $26.08M | Sharpe Ratio -9.33 |
| Average Loss -$33,264.76 | Worst Trade (Sep 02) -$6.68M | Z-Score 18.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 4d | Expectancy $90,199.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 285,583 | $62.27M | $87.18M | - | $24.91M | 40% | +0.996% |
| ABBV AbbVie Inc. | 27,908 | $5.25M | $6.94M | - | $1.69M | 32.19% | 0.0 |
| ABT Abbott Laboratories | 13,805 | $1.47M | $1.53M | - | $64,202.75 | 4.38% | 0.0 |
| ACN Accenture plc Class A | 6,781 | $1.98M | $1.21M | - | -$768,559.05 | -38.84% | -0.916% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 41,024 | $2.59M | $3.19M | - | $600,933.86 | 23.21% | 0.0 |
| ADBE Adobe Inc. | 1,372 | $698,509.28 | $355,005 | - | -$343,504.28 | -49.18% | 0.0 |
| ADI Analog Devices, Inc. | 2,393 | $658,050.3 | $919,940.99 | - | $261,890.69 | 39.8% | 0.0 |
| ADP Automatic Data Processing Inc. | 10,947 | $2.73M | $2.95M | - | $214,331.89 | 7.84% | 0.0 |
| ADT ADT Inc. | 12,699 | $83,305.44 | $92,829.69 | - | $9,524.25 | 11.43% | 0.0 |
| AEE Ameren Corporation | 5,426 | $613,355.05 | $590,457.32 | - | -$22,897.73 | -3.73% | 0.0 |
| AEP American Electric Power Company, Inc. | 18,995 | $2M | $2.37M | - | $368,393.16 | 18.43% | 0.0 |
| AFL Aflac Inc. | 3,232 | $378,952 | $390,199.36 | - | $11,247.36 | 2.97% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 354,851 | $34.83M | $34.57M | - | -$258,931.2 | -0.74% | 0.0 |
| AIT Applied Industrial Technologies Inc. | 600 | $202,889.99 | $211,374 | - | $8,484.01 | 4.18% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 4,650 | $1.31M | $1.19M | - | -$122,988.19 | -9.38% | 0.0 |
| AKRE Akre Focus ETF | 8,253 | $540,654.03 | $484,286.04 | - | -$56,367.99 | -10.43% | 0.0 |
| ALL Allstate Corporation | 2,089 | $419,885.09 | $534,449.76 | - | $114,564.67 | 27.28% | 0.0 |
| ALNY Alnylam Pharmaceuticals Inc | 1,152 | $447,367.98 | $257,990.4 | - | -$189,377.58 | -42.33% | 0.0 |
| AMAT Applied Materials, Inc. | 3,806 | $1.17M | $2.03M | - | $859,939.76 | 73.22% | -2.483% |
| AMD Advanced Micro Devices, Inc. | 9,466 | $2.17M | $4.57M | - | $2.4M | 110.24% | 0.0 |
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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 Sean Reitenbach?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Equity Premium Income Fund - $10.92M, iShares Core S&P 500 ETF - $7.31M, iShares MSCI USA Quality Factor ETF - $5.21M, iShares Core U.S. Aggregate Bond ETF - $4.14M, and iShares Russell Top 200 Growth ETF - $3.35M. 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: UnitedHealth Group Incorporated - $935,529.93, Pfizer Inc - $927,177.58, Adobe Inc - $867,576.82, Accenture plc Class A - $851,801.89, and Pacer US Small Cap Cash Cows 100 ETF - $815,093.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sean Reitenbach's portfolio generate?
The portfolio generates substantial dividend income, with a total of $83.48M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $10.92M, iShares Core S&P 500 ETF - $4.72M, iShares Core U.S. Aggregate Bond ETF - $4.1M, iShares MSCI EAFE ETF - $3.33M, and iShares MSCI EAFE Value ETF - $2.68M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sean Reitenbach's monthly returns?
Sean Reitenbach'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 Sean Reitenbach's strategy be considered aggressive or moderate?
Sean Reitenbach's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Sean Reitenbach's strategy?
Sean Reitenbach'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.
