Candice Gilman Portfolio
Invests via Sofi Wealth LLC | Managed by SoFi Wealth LLC Investment Committee
Invests via Sofi Wealth LLC
Managed by SoFi Wealth LLC Investment Committee
Automatically Tracked
Candice Gilman Profile
Candice Gilman has established herself as a dynamic leader within the consumer technology landscape, marked by her commitment to innovation and growth. With extensive experience in product development and market strategy, she drives initiatives that enhance user engagement across diverse platforms. Known for her entrepreneurial spirit, Gilman successfully spearheads multiple startups that focus on harnessing emerging technologies to meet evolving customer needs. Her ability to navigate complex market dynamics enables her to identify unique opportunities for disruptive advancements. Beyond entrepreneurship, she is actively involved in mentoring aspiring innovators, further shaping the future of tech-driven businesses.
Candice Gilman has established herself as a dynamic leader within the consumer technology landscape, marked by her commitment to innovation and growth. With extensive experience in product development and market strategy, she drives initiatives that enhance user engagement across diverse platforms. Known for her entrepreneurial spirit, Gilman successfully spearheads multiple startups that focus on harnessing emerging technologies to meet evolving customer needs. Her ability to navigate complex market dynamics enables her to identify unique opportunities for disruptive advancements. Beyond entrepreneurship, she is actively involved in mentoring aspiring innovators, further shaping the future of tech-driven businesses.
Investment Philosophy & Strategy
Growth opportunities abound in the ever-evolving landscape of consumer technology. Candice Gilman leverages her profound understanding of market dynamics and product innovation to identify pathways that drive competitive advantage. Her entrepreneurial ventures exemplify a commitment to harnessing cutting-edge technologies, facilitating engagement through unique user experiences. This focus on expansion empowers her startups to capture emerging trends while fostering sustainable growth. Additionally, she emphasizes mentorship as an essential component of her strategy, nurturing the next generation of innovators who will push boundaries within the industry.
Growth opportunities abound in the ever-evolving landscape of consumer technology. Candice Gilman leverages her profound understanding of market dynamics and product innovation to identify pathways that drive competitive advantage. Her entrepreneurial ventures exemplify a commitment to harnessing cutting-edge technologies, facilitating engagement through unique user experiences. This focus on expansion empowers her startups to capture emerging trends while fostering sustainable growth. Additionally, she emphasizes mentorship as an essential component of her strategy, nurturing the next generation of innovators who will push boundaries within the industry.
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:
61.26%
Gain
Monthly
0.83%
Yearly
10.42%
Drawdown
19.7%
$2.53B
Equity
Holdings
$2.53B
Investment
$2.02B
$536.22M
Profit -$27,374.05
Realized
$31.26M
Unrealized
$504.97M
Dividends
$82.23M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$27,374.05
Win %
65%
This Week
Compared To Last Week
Gain
-0.001%
Profit
-$27,374.05
Win %
65%
This Month
Compared to last month
Gain
3.74%
Profit
$90.98M
Win %
65%
This Year
Compared to last year
Gain
1.9%
Profit
$47.07M
Win %
64%
HIMU
+2.22%
+$0.41 
DSI iShares MSCI KLD 400 Social ETF
+0.04%
+$3,120.62 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
+0.03%
+$601.87 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$26,230.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$12,549.19 
IVV iShares Core S&P 500 ETF
+0.01%
+$20,289.66 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$0.65 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$0.07 
MUB iShares National Muni Bond ETF
+0.01%
+$3,332.47 
IVE ISHARES S&P 500 VALUE ETF
0%
+$10,373.85 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
+$12.39 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
EUSB iShares ESG Advanced Total USD Bond Market ETF
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
HYD VanEck High Yield Muni ETF
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
ICVT iShares Convertible Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IXC iShares Global Energy ETF
0%
$0 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
0%
+$14.86 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
0%
$0 
SYSB iShares Systematic Bond ETF
0%
$0 
USXF iShares ESG Aware MSCI USA ETF
0%
+$8.79 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
-0.67%
-$7,279.74 
ESGE iShares ESG Aware MSCI EM ETF
-0.66%
-$20,701.8 
SFY SoFi Select 500 ETF
-0.3%
-$843,734.67 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.17%
-$4.41 
IBIT iShares Bitcoin Trust
-0.05%
-$1,281.48 
VB Vanguard Small-Cap ETF
-0.05%
-$2.8 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.04%
-$12,210.59 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.02%
-$56,878.92 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.02%
-$497.9 
BINC iShares Flexible Income Active ETF
-0.02%
-$642.67 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$46,999.81 
SHLD Global X Defense Tech ETF
-0.01%
-$8,237.57 
IAU iShares Gold Trust
-0.01%
-$2,633.68 
IYW iShares U.S. Technology ETF
-0.01%
-$5.01 
THRO iShares U.S. Thematic Rotation Active ETF
-0.01%
-$12,060.15 Events
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Dividends
Dividend Analysis
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| Trades 449 | Longs Won 311/449 69% | Profit Factor 12.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.32M |
| Average Win $1.87M | Best Trade (Aug 11) $89.24M | Sharpe Ratio -11.46 |
| Average Loss -$332,509.56 | Worst Trade (Mar 31) -$34.16M | Z-Score 3.14 (99.83%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 4d | Expectancy $1.19M |
| 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 | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Candice Gilman?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $44.34M, iShares U.S. Technology ETF - $23.08M, Vanguard FTSE Emerging Markets ETF - $10.3M, iShares MSCI EAFE Value ETF - $7.02M, and iShares Core S&P 500 ETF - $6.49M. 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: SoFi Select 500 ETF - $28.35M and HIMU - $268.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Candice Gilman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $82.23M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $20.84M, Vanguard FTSE Emerging Markets ETF - $9.15M, iShares National Muni Bond ETF - $6.21M, iShares MSCI EAFE Value ETF - $4.89M, and Vanguard Total Bond Market Index Fund - $4.47M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Candice Gilman's monthly returns?
Candice Gilman'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 Candice Gilman's strategy be considered aggressive or moderate?
Candice Gilman'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 Candice Gilman's strategy?
Candice Gilman's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
