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:
64.36%
Gain -0.1%
Monthly
0.73%
Yearly
9.13%
Drawdown
19.7%
$2.48B
Equity
Holdings
$2.48B
Investment
$2.02B
$485.17M
Profit -$2.73M
Realized
$31.26M
Unrealized
$453.91M
Dividends
$87.05M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$2.73M
Win %
55%
This Week
Compared To Last Week
Gain
-1.65%
Profit
-$41.62M
Win %
55%
This Month
Compared to last month
Gain
-0.41%
Profit
-$10.19M
Win %
55%
This Year
Compared to last year
Gain
-0.16%
Profit
-$3.99M
Win %
56%
SPTL SPDR Portfolio Long Term Treasury ETF
+1.39%
+$409,054.77 
PZA Invesco National AMT-Free Municipal Bond ETF
+1.26%
+$582,897.87 
HYD VanEck High Yield Muni ETF
+1.2%
+$6.38 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+1.14%
+$61.95 
IAU iShares Gold Trust
+1.04%
+$210,694.4 
SHLD Global X Defense Tech ETF
+1%
+$490,037.24 
MUB iShares National Muni Bond ETF
+0.82%
+$556,521.66 
IBIT iShares Bitcoin Trust
+0.79%
+$23,387.01 
VB Vanguard Small-Cap ETF
+0.69%
+$39.4 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
+0.65%
+$12,552.25 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.65%
+$251,459.29 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.64%
+$8,675.1 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.56%
+$12,696.45 
BND Vanguard Total Bond Market Index Fund
+0.55%
+$435.63 
EFV iShares MSCI EAFE Value ETF
+0.55%
+$439,595.34 
IVE ISHARES S&P 500 VALUE ETF
+0.55%
+$1.33M 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.53%
+$20,613.56 
IUSB iShares Core Universal USD Bond ETF
+0.51%
+$363,578.17 
SYSB iShares Systematic Bond ETF
+0.5%
+$11,641.31 
IEFA iShares Core MSCI EAFE ETF
+0.33%
+$133.87 
SUB iShares Short-Term National Muni Bond ETF
+0.27%
+$6.27 
EFG iShares MSCI EAFE Growth ETF
+0.26%
+$123,682.25 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.25%
+$2.54 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.25%
+$156.54 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.23%
+$8,411.13 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.22%
+$15.5 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.19%
+$23,029.28 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.18%
+$4.66 
BSV Vanguard Short-Term Bond ETF
+0.18%
+$17.55 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$1.26 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$4,366.83 
BINC iShares Flexible Income Active ETF
+0.11%
+$3,533.97 
ESGU iShares ESG Aware MSCI USA ETF
+0.09%
+$3,925.95 
HYDB iShares High Yield Systematic Bond ETF
+0.08%
+$11.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$6,274.6 HIMU
HIMU
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
-3.03%
-$3.52M 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.58%
-$294 
ESGE iShares ESG Aware MSCI EM ETF
-1.04%
-$32,235.66 
IXC iShares Global Energy ETF
-0.82%
-$9.69 
IYW iShares U.S. Technology ETF
-0.78%
-$339.01 
PAVE Global X U.S. Infrastructure Development ETF
-0.62%
-$6,159.78 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.46%
-$1.54M 
ICVT iShares Convertible Bond ETF
-0.4%
-$6,335.19 
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$603,307.02 
USXF iShares ESG Aware MSCI USA ETF
-0.35%
-$20,426.29 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.32%
-$849,771.06 
THRO iShares U.S. Thematic Rotation Active ETF
-0.3%
-$323,453.22 
CORO Ishares International Country Rotational Active ETF
-0.29%
-$365,557.82 
SFY SoFi Select 500 ETF
-0.12%
-$339,312.79 
DSI iShares MSCI KLD 400 Social ETF
-0.03%
-$2,080.76 
IVV iShares Core S&P 500 ETF
-0.01%
-$20,279.52 Events
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Dividends
Dividend Analysis
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No Data
| Trades 449 | Longs Won 287/449 63% | Profit Factor 8.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.16M |
| Average Win $1.9M | Best Trade (Oct 14) $91.32M | Sharpe Ratio -11.46 |
| Average Loss -$376,025.93 | Worst Trade (Mar 31) -$34.16M | Z-Score -0.98 (67.48%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $1.08M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,579 | 5,921 | 5,263 | 4,605 | 3,947 | 3,289 | 2,632 | 1,974 | 1,316 | 658 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BAI iShares A.I. Innovation and Tech Active ETF | 2.64M | $89.87M | $112.47M | - | $22.6M | 25.15% | -3.033% |
| BINC iShares Flexible Income Active ETF | 64,254 | $3.37M | $3.26M | - | -$110,447.77 | -3.28% | +0.109% |
| BND Vanguard Total Bond Market Index Fund | 1,117 | $81,939.75 | $79,072.43 | - | -$2,867.32 | -3.5% | +0.554% |
| BSV Vanguard Short-Term Bond ETF | 130 | $10,066.22 | $9,950.85 | - | -$115.37 | -1.15% | +0.177% |
| CORO Ishares International Country Rotational Active ETF | 3.48M | $112.61M | $123.54M | - | $10.93M | 9.7% | -0.295% |
| DMXF iShares ESG Advanced MSCI EAFE Index Fund | 43,134 | $3.25M | $3.59M | - | $338,390.97 | 10.4% | +0.235% |
| DSI iShares MSCI KLD 400 Social ETF | 52,019 | $6.33M | $7.65M | - | $1.32M | 20.79% | -0.027% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 3.79M | $200.4M | $262.46M | - | $62.06M | 30.97% | -0.323% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 49,790 | $2.37M | $2.27M | - | -$96,969.33 | -4.09% | +0.562% |
| EFG iShares MSCI EAFE Growth ETF | 398,975 | $41.76M | $47.39M | - | $5.63M | 13.47% | +0.262% |
| EFV iShares MSCI EAFE Value ETF | 1.01M | $61.9M | $79.72M | - | $17.81M | 28.78% | +0.554% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 196 | $12,375.44 | $18,347.56 | - | $5,972.12 | 48.26% | -1.577% |
| ESGE iShares ESG Aware MSCI EM ETF | 59,148 | $2.59M | $3.06M | - | $464,805.8 | 17.93% | -1.043% |
| ESGU iShares ESG Aware MSCI USA ETF | 26,173 | $3.68M | $4.4M | - | $724,945.79 | 19.71% | +0.089% |
| EUSB iShares ESG Advanced Total USD Bond Market ETF | 93,698 | $4.08M | $3.93M | - | -$148,842.27 | -3.65% | +0.528% |
| HEFA iShares Currency Hedged MSCI EAFE ETF | 155 | $5,892.88 | $7,192 | - | $1,299.12 | 22.05% | +0.216% |
| HIMU HIMU | 376 | $18.3 | $18.3 | - | - | - | 0.0 |
| HYD VanEck High Yield Muni ETF | 11 | $570 | $537.35 | - | -$32.65 | -5.73% | +1.202% |
| HYDB iShares High Yield Systematic Bond ETF | 338 | $16,004.3 | $15,086.63 | - | -$917.67 | -5.73% | +0.078% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 13 | $1,036.31 | $1,001.06 | - | -$35.25 | -3.4% | +0.254% |
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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 - $44.56M, iShares U.S. Technology ETF - $23.08M, Vanguard FTSE Emerging Markets ETF - $10.6M, iShares Core S&P 500 ETF - $7.23M, and iShares MSCI EAFE Value ETF - $7.02M. 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 $87.05M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $21.06M, Vanguard FTSE Emerging Markets ETF - $9.45M, iShares National Muni Bond ETF - $6.59M, ISHARES S&P 500 VALUE ETF - $5.13M, and iShares MSCI EAFE Value ETF - $4.89M. 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.
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