SC
Shawn Clark Portfolio
Invests via Accredited Wealth Management LLC | Managed by Shawn Clark, Steve Giacobbe
Invests via Accredited Wealth Management LLC
Managed by Shawn Clark, Steve Giacobbe
Automatically Tracked
Growth-stage investor and operator with a focus on enterprise software, cloud infrastructure and fintech. Shawn Clark is known for sourcing and scaling B2B SaaS investments, advising CEOs on go-to-market and product strategy, and leading early exits. Background combines product leadership and venture investing, with emphasis on repeatable customer acquisition and margin expansion.
Growth-stage investor and operator with a focus on enterprise software, cloud infrastructure and fintech. Shawn Clark is known for sourcing and scaling B2B SaaS investments, advising CEOs on go-to-market and product strategy, and leading early exits. Background combines product leadership and venture investing, with emphasis on repeatable customer acquisition and margin expansion.
Investment Philosophy & Strategy
Operates as a growth‑stage investor and operator focused on enterprise software, cloud infrastructure and fintech, targeting B2B SaaS businesses with repeatable customer acquisition and clear unit economics. Prefers concentrated, conviction investments where product-led GTM and margin expansion create exit optionality over a 3–5 year horizon. Capital allocation mixes follow‑on reserves and hands‑on support for CEOs on go‑to‑market and product strategy. Risk discipline centers on churn control, scalable acquisition channels, and measurable unit margins; the operating background is the primary value‑add in sourcing and accelerating exits.
Operates as a growth‑stage investor and operator focused on enterprise software, cloud infrastructure and fintech, targeting B2B SaaS businesses with repeatable customer acquisition and clear unit economics. Prefers concentrated, conviction investments where product-led GTM and margin expansion create exit optionality over a 3–5 year horizon. Capital allocation mixes follow‑on reserves and hands‑on support for CEOs on go‑to‑market and product strategy. Risk discipline centers on churn control, scalable acquisition channels, and measurable unit margins; the operating background is the primary value‑add in sourcing and accelerating exits.
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:
24%
Gain -0.25%
Monthly
1%
Yearly
12.76%
Drawdown
11.5%
$149.77M
Equity
Holdings
$149.77M
Investment
$130.91M
$27.89M
Profit -$352,648.21
Realized
$9.04M
Unrealized
$18.86M
Dividends
$4.61M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$352,648.21
Win %
63%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$573,366.76
Win %
63%
This Month
Compared to last month
Gain
1%
Profit
$1.49M
Win %
63%
This Year
Compared to last year
Gain
10.61%
Profit
$14.37M
Win %
63%
TPB Turning Point Brands Inc.
+4.96%
+$41.86 
DVN Devon Energy Corporation
+2.63%
+$1,046.36 
NOC Northrop Grumman Corporation
+2.59%
+$7,114.25 
LMT Lockheed Martin Corporation
+2.45%
+$5,437.68 
SHEL Shell plc
+2.42%
+$7.53 
RTX RTX Corporation
+2.39%
+$781.37 
OKE ONEOK, Inc.
+2.33%
+$1,055 
CBRL Cracker Barrel Old Country Store, Inc.
+2.23%
+$225.75 
PEP PepsiCo, Inc.
+2.16%
+$1,179.37 
XLE Energy Select Sector SPDR Fund
+1.98%
+$263 
VDE Vanguard Energy ETF
+1.93%
+$4,762.38 
FENY Fidelity MSCI Energy Index ETF
+1.89%
+$28.98 
SO The Southern Company
+1.88%
+$341.04 
PPL PPL Corporation
+1.83%
+$2,338.56 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.77%
+$306.6 
DUK Duke Energy Corporation
+1.77%
+$69.3 
PPC Pilgrim's Pride Corporation
+1.76%
+$15,408.63 
CMCSA Comcast Corp
+1.72%
+$86.03 
EVRG Evergy Inc.
+1.69%
+$562.37 
BUD Anheuser-Busch InBev S.A. ADR
+1.66%
+$10,886.4 
ROK Rockwell Automation, Inc.
+1.6%
+$7,577.96 
AMT American Tower Corporation
+1.59%
+$17.34 
MDLZ Mondelez International, Inc.
+1.58%
+$191.04 
XOM Exxon Mobil Corporation
+1.55%
+$146.34 
USB U.S. Bancorp
+1.54%
+$88.5 
TAP Molson Coors Beverage Company
+1.46%
+$81.51 
TMUS T-Mobile US, Inc.
+1.39%
+$28.28 
KO The Coca-Cola Company
+1.38%
+$10.16 
HSY The Hershey Company
+1.3%
+$301.4 
GSK GSK plc Sponsored ADR
+1.27%
+$31.25 
GE General Electric Company
+1.26%
+$1,534.61 
STZ Constellation Brands, Inc.
+1.26%
+$516.66 
FE FirstEnergy Corp.
+1.25%
+$1.14 
COST Costco Wholesale Corporation
+1.23%
+$6,930.21 
MRK Merck & Co., Inc.
+1.22%
+$421.26 
PSX Phillips 66
+1.21%
+$3,140.99 
NEE NextEra Energy, Inc.
+1.18%
+$465 
MET MetLife Inc.
+1.1%
+$552.5 
DEO Diageo plc Sponsored ADR
+1.09%
+$459 
AIG American International Group Inc.
+1.07%
+$178.5 
APTV Aptiv PLC
+1.07%
+$12.12 
JPM JPMorgan Chase & Co.
+1.05%
+$1,069.59 
CMI Cummins Inc.
+1.03%
+$17,536.06 
CTVA Corteva Inc.
+1.01%
+$40.82 
VZ Verizon Communications Inc.
+0.99%
+$77 
KHC The Kraft Heinz Company
+0.99%
+$33.12 
CAG Conagra Brands Inc.
+0.99%
+$12.18 
LLY Eli Lilly and Company
+0.97%
+$1,215 
CDE Coeur Mining, Inc.
+0.94%
+$54.37 
BLK BlackRock, Inc.
+0.92%
+$41 
HD The Home Depot, Inc.
+0.91%
+$421.29 
BF-A Brown-Forman Corporation
+0.89%
+$430.3 
NKE Nike, Inc. - Class B
+0.89%
+$170.28 
LOW Lowe's Companies Inc.
+0.87%
+$51 
C Citigroup Inc.
+0.87%
+$270.71 
TXN Texas Instruments Inc
+0.85%
+$82.95 
PG Procter & Gamble Co
+0.81%
+$240.64 
HEI.A Heico Corporation
+0.78%
+$1,446.19 
AAPL Apple Inc.
+0.77%
+$131 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$4,829.28 
CWST Casella Waste Systems Inc.
+0.73%
+$1,528.69 
HON Honeywell International Inc.
+0.73%
+$296.26 
PGR Progressive Corporation
+0.71%
+$610.04 
TXT Textron Inc.
+0.7%
+$239.56 
KR Kroger Co.
+0.7%
+$1.76 
CARR Carrier Global Corporation
+0.69%
+$45.6 
ORLY O'Reilly Automotive Inc.
+0.69%
+$244 
WMT Walmart Inc.
+0.68%
+$44.27 
V Visa Inc. Class A
+0.66%
+$194.99 
BRO Brown & Brown Inc.
+0.66%
+$18.69 
GEV GE Vernova Inc.
+0.65%
+$2,101.09 
ZBH Zimmer Biomet Holdings, Inc.
+0.65%
+$209.23 
DRI Darden Restaurants, Inc.
+0.64%
+$33 
CL Colgate-Palmolive Company
+0.64%
+$205.91 
MOTI VanEck Morningstar International Moat ETF
+0.64%
+$19,290.56 
ABBV AbbVie Inc.
+0.63%
+$18,255.25 
CPB The Campbell's Company
+0.63%
+$309.62 
JNJ Johnson & Johnson
+0.63%
+$5,893.03 
BF-B Brown-Forman Corporation
+0.58%
+$82.5 
NVS Novartis AG Sponsored ADR
+0.57%
+$43 
DG Dollar General Corporation
+0.56%
+$99.83 
BRK-B Berkshire Hathaway Inc.
+0.52%
+$273 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.51%
+$71.14 
T AT&T Inc.
+0.49%
+$10.01 
PFE Pfizer Inc.
+0.48%
+$28.14 
VIK Viking Holdings Ltd
+0.48%
+$14 
SCHY Schwab International Dividend Equity ETF
+0.47%
+$1,416.55 
VLO Valero Energy Corporation
+0.47%
+$7,586.56 
AVDV Avantis International Small Cap Value ETF
+0.47%
+$67,687.5 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.46%
+$1,049.31 
SJM The J.M. Smucker Company
+0.45%
+$29.68 
PH Parker-Hannifin Corporation
+0.44%
+$16.96 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.44%
+$197.62 
SPGI S&P Global Inc.
+0.43%
+$147.2 
PPH VanEck Pharmaceutical ETF
+0.43%
+$9.8 
APD Air Products and Chemicals, Inc.
+0.43%
+$25.4 
TDG TransDigm Group Inc.
+0.41%
+$89.49 
TRV The Travelers Companies, Inc.
+0.37%
+$286 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
+0.35%
+$10 
CPRT Copart Inc.
+0.32%
+$45 
GXO GXO Logistics Inc.
+0.32%
+$90 
FNDF Schwab Fundamental International Large Company Index ETF
+0.32%
+$51 
DIS The Walt Disney Company
+0.31%
+$83.98 
PYPL PayPal Holdings Inc
+0.31%
+$62.12 
DGRO iShares Core Dividend Growth ETF
+0.3%
+$27,304.8 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.29%
+$144.07 
XLRE The Real Estate Select Sector SPDR Fund
+0.29%
+$342 
BIPC Brookfield Infrastructure Partners L.P.
+0.27%
+$12.4 
SNA Snap-on Inc.
+0.27%
+$24.25 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$22,541.14 
MPC Marathon Petroleum Corporation
+0.26%
+$494.1 
KEY KeyCorp
+0.25%
+$7 
AVDE Avantis International Equity ETF
+0.25%
+$2,036.25 
VOE Vanguard Mid-Cap Value ETF
+0.24%
+$5,089.5 
ADP Automatic Data Processing Inc.
+0.24%
+$517.51 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.24%
+$13.5 
VYMI Vanguard International High Dividend Yield Index Fund
+0.24%
+$186 
CLX The Clorox Company
+0.23%
+$2,568.8 
RGA Reinsurance Group of America, Inc.
+0.23%
+$213.5 
VTV Vanguard Value ETF
+0.22%
+$12,718.93 
AMGN Amgen Inc.
+0.2%
+$178 
DFAI Dimensional International Core Equity Market ETF
+0.2%
+$85.34 
XLF Financial Select Sector SPDR Fund
+0.2%
+$0.88 
VNQ Vanguard Real Estate ETF
+0.2%
+$171.9 
GDX VanEck Gold Miners ETF
+0.2%
+$5,557.23 
ABT Abbott Laboratories
+0.18%
+$154.29 
GEHC GE HealthCare Technologies Inc.
+0.17%
+$0.12 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.17%
+$15.24 
MCD McDonald's Corporation
+0.13%
+$44.48 
WRB W.R. Berkley Corporation
+0.13%
+$67.64 
AXP American Express Company
+0.12%
+$40.81 
IYF iShares U.S. Financials ETF
+0.12%
+$15.3 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$581.26 
ICE Intercontinental Exchange, Inc.
+0.1%
+$97.92 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.1%
+$51.6 
HBAN Huntington Bancshares Incorporated
+0.1%
+$25.12 
SCHP Schwab U.S. TIPS ETF
+0.1%
+$122.75 
BMY Bristol-Myers Squibb Company
+0.08%
+$3.55 
CAT Caterpillar Inc.
+0.07%
+$177.66 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.06%
+$162 
GGG Graco Inc.
+0.05%
+$31 
NTRS Northern Trust Corporation
+0.05%
+$3.6 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$256.96 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.04%
+$76.9 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$56.64 
BAC Bank of America Corporation
+0.04%
+$22.1 
EFA iShares MSCI EAFE ETF
+0.02%
+$4 
VGSH Vanguard Short-Term Treasury Fund
+0.02%
+$50.6 
VCRB Vanguard Core Bond ETF
+0.02%
+$25.87 
BA Boeing Company
+0.02%
+$247.11 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$4.46 
VIG Vanguard Dividend Appreciation ETF
+0.01%
+$66.89 
SBUX Starbucks Corporation
+0.01%
+$10 
SCHF Schwab International Equity ETF
0%
+$0.66 
CSGS CSG Systems International, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
HBI Hanesbrands Inc.
0%
$0 
IP International Paper Company
0%
$0 
K Kellanova Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HKND Humankind US Stock ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
SPXM Tidal Trust III - Azoria 500 Meritocracy ETF
0%
$0 BAM
BAM
0%
$0 UL
UL
0%
$0 
BLZE Backblaze Inc.
-10.39%
-$23,234.74 
EOSE Eos Energy Enterprises Inc.
-10.19%
-$6.38 
MRNA Moderna, Inc.
-9.22%
-$5,014 
CIFR Cipher Mining Inc.
-9.16%
-$460 
AI C3.ai Inc.
-9.05%
-$38.5 
LCID Lucid Group, Inc.
-8.71%
-$7.62 
OCCI OFS Credit Company, Inc.
-7.65%
-$13.2 
RR Richtech Robotics Inc.
-7.39%
-$14.18 
PLTR Palantir Technologies Inc.
-6.94%
-$417.17 
FLEX Flex Ltd.
-6.34%
-$10,937.5 
BTDR Bitdeer Technologies Group
-6.01%
-$80.8 
BBAI BigBear.ai Holdings Inc.
-6.01%
-$2.1 
LAES Sealsq Corp
-5.96%
-$72.45 
NOW ServiceNow, Inc.
-4.95%
-$14,700.02 
PETS PetMed Express Inc.
-4.93%
-$338.72 
ACHR Archer Aviation Inc.
-4.8%
-$4.1 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.55%
-$1,711.55 
SMR NuScale Power Corporation
-4.55%
-$270.2 
SPCE Virgin Galactic Holdings Inc.
-4.36%
-$92.62 
STRO Sutro Biopharma, Inc.
-4.19%
-$0.24 
INTC Intel Corporation
-4.15%
-$764.28 
MSGS Madison Square Garden Sports Corp.
-3.78%
-$2,386.8 
AMD Advanced Micro Devices, Inc.
-3.76%
-$4,330.62 
MU Micron Technology, Inc.
-3.71%
-$179,383.74 
ARKK ARK Innovation ETF Fund
-3.61%
-$4,852.96 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-3.57%
-$176.87 
ORCL Oracle Corporation
-3.47%
-$2,031.45 
UPWK Upwork Inc.
-3.43%
-$403.5 
AGX Argan Inc.
-3.41%
-$1,502.4 
HUM Humana Inc.
-3.4%
-$44.04 
XBI SPDR S&P Biotech ETF
-3.28%
-$402.62 
SOUN SoundHound AI Inc.
-3.07%
-$58.5 
CRSP Crispr Therapeutics AG
-3.01%
-$200.22 
BLOK Amplify Transformational Data Sharing ETF
-2.97%
-$507 
FSK FS KKR Capital Corp.
-2.94%
-$402.88 
META Meta Platforms Inc Class A
-2.75%
-$2,028 
CRMD CorMedix Inc.
-2.75%
-$257.07 
RYT Invesco S&P 500 Equal Weight ETF
-2.72%
-$456.18 
JOBY Joby Aviation, Inc.
-2.7%
-$52.39 
ADBE Adobe Inc.
-2.62%
-$33 
SOFI SoFi Technologies, Inc.
-2.55%
-$1.54 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.52%
-$51.05 
CRM Salesforce Inc
-2.5%
-$308.93 
NFLX Netflix, Inc.
-2.47%
-$77,741.45 
IGM iShares Expanded Tech Sector ETF
-2.43%
-$2,205.5 
SCHW Charles Schwab Corporation
-2.39%
-$2,891.25 
TXRH Texas Roadhouse Inc.
-2.21%
-$188.84 
IYW iShares U.S. Technology ETF
-2.2%
-$994 
XLK State Street Technology Select Sector SPDR ETF
-2.15%
-$406 
MSFT Microsoft Corp.
-2.09%
-$5,638.4 
INTU Intuit Inc.
-2.08%
-$2,058 
TSLA Tesla, Inc.
-2.07%
-$1,697.26 
FTEC Fidelity MSCI Information Technology Index ETF
-2.07%
-$4,107.2 
ADSK Autodesk, Inc.
-2.05%
-$15,200.66 
OPFI OppFi Inc.
-1.99%
-$493.69 
OXLC Oxford Lane Capital Corp
-1.9%
-$14.11 
GOOGL Alphabet Inc
-1.86%
-$14,966.49 
DAL Delta Air Lines, Inc.
-1.86%
-$725 
SMH VanEck Semiconductor ETF
-1.85%
-$3,133.02 
ETN Eaton Corporation plc
-1.81%
-$415.82 
CHWY Chewy Inc.
-1.81%
-$192.5 
CSCO Cisco Systems, Inc.
-1.8%
-$485.1 
XYZ Block, Inc.
-1.74%
-$423.81 
OLLI Ollie's Bargain Outlet Holdings Inc.
-1.72%
-$185.88 
QQQ Invesco QQQ Trust, Series 1
-1.72%
-$6,139.7 
GOOG Alphabet Inc
-1.72%
-$22,889.8 
CBRE CBRE Group Inc.
-1.69%
-$2,290.01 
SYM Symbotic Inc. Class A
-1.67%
-$946.29 
TGRW T. Rowe Price Growth Stock ETF
-1.67%
-$33.6 
CADE Cadence Bank
-1.66%
-$4,913.91 
WAT Waters Corporation
-1.62%
-$1,512 
NEXN Nexxen International Ltd.
-1.61%
-$9.43 
TYL Tyler Technologies Inc.
-1.59%
-$578 
VOT Vanguard Mid-Cap Growth ETF
-1.58%
-$830.56 
IWF iShares Russell 1000 Growth ETF
-1.53%
-$532 
VXF Vanguard Extended Market ETF
-1.51%
-$394.94 
VUG Vanguard Growth ETF
-1.47%
-$570.24 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.45%
-$1,057.16 
AMZN Amazon.com Inc
-1.43%
-$913.64 
VOOG Vanguard S&P 500 Growth ETF
-1.4%
-$71.4 
CHMI Cherry Hill Mortgage Investment Corporation
-1.37%
-$5.25 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.35%
-$619.71 
IWM iShares Russell 2000 ETF
-1.34%
-$2,182.99 
LYV Live Nation Entertainment, Inc.
-1.33%
-$1,609.99 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.32%
-$30,016.18 
EEM iShares MSCI Emerging Markets ETF
-1.27%
-$557.28 
EMBC Embecta Corp.
-1.24%
-$4 
DFEV Dimensional Emerging Markets Value ETF
-1.24%
-$43.35 
AVEM Avantis Emerging Markets Equity ETF
-1.23%
-$152.75 
SCHA Schwab U.S. Small-Cap ETF
-1.22%
-$3,495.75 
UBER Uber Technologies, Inc.
-1.21%
-$624.29 
AVAV AeroVironment Inc.
-1.19%
-$73 
IEMG iShares Core MSCI Emerging Markets ETF
-1.17%
-$350.44 
TGT Target Corporation
-1.17%
-$102.2 
IBIT iShares Bitcoin Trust
-1.16%
-$1,741.5 
BDX Becton, Dickinson and Company
-1.13%
-$445.71 
MSM MSC Industrial Direct Co., Inc.
-1.13%
-$147.5 
AVES Avantis Emerging Markets Value ETF
-1.1%
-$28,018.02 
PMCB Pharmacyte Biotech Inc.
-1.09%
-$0.2 
VB Vanguard Small-Cap ETF
-1.08%
-$14,808.7 
VWO Vanguard FTSE Emerging Markets ETF
-1.05%
-$19.68 
EMR Emerson Electric Co.
-1.03%
-$896.12 
A Agilent Technologies Inc.
-1.03%
-$28.96 
KTOS Kratos Defense & Security Solutions, Inc.
-1.02%
-$169.32 
QCOM QUALCOMM Incorporated
-0.99%
-$262.24 
TMO Thermo Fisher Scientific Inc.
-0.97%
-$676 
LUV Southwest Airlines Co.
-0.93%
-$0.38 
DFAS Dimensional U.S. Small Cap ETF
-0.88%
-$4,556.07 
SCHB Schwab U.S. Broad Market ETF
-0.88%
-$69,940.78 
SCHM Schwab U.S. Mid-Cap ETF
-0.87%
-$301.2 
ETHA iShares Ethereum Trust
-0.87%
-$2,852.18 
UPS United Parcel Service, Inc.
-0.86%
-$190.12 
SAP SAP SE Sponsored ADR
-0.85%
-$595.2 
DFUS Dimensional U.S. Equity Market ETF
-0.82%
-$31,412.25 
OEF iShares S&P 100 ETF
-0.82%
-$6,915.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.8%
-$2,918.41 
SCHX Schwab U.S. Large-Cap ETF
-0.79%
-$120 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$147.66 
FDX FedEx Corporation
-0.77%
-$12,884.34 
ESGU iShares ESG Aware MSCI USA ETF
-0.77%
-$714.66 
IJH iShares Core S&P Mid-Cap ETF
-0.75%
-$6,833.19 
SHW The Sherwin-Williams Company
-0.75%
-$30.36 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.75%
-$2.1 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.74%
-$103.89 
VOO Vanguard S&P 500 ETF
-0.74%
-$526 
IVV iShares Core S&P 500 ETF
-0.73%
-$58,123.04 
MAIN Main Street Capital Corporation
-0.72%
-$40.17 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.72%
-$1,174.79 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.72%
-$520 
SPY SPDR S&P 500 ETF Trust
-0.71%
-$855.6 
BAX Baxter International Inc.
-0.7%
-$16.2 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.7%
-$41.2 
MDY SPDR S&P MidCap 400 ETF Trust
-0.7%
-$2,669.75 
VT Vanguard Total World Stock ETF
-0.67%
-$25,493 
QLTY GMO U.S. Quality ETF
-0.66%
-$1,130.42 
AVSC Avantis U.S. Small Cap Equity ETF
-0.64%
-$3,548.25 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.64%
-$716 
MDT Medtronic plc
-0.63%
-$1,345.52 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.63%
-$55.5 
SYY Sysco Corporation
-0.62%
-$153 
IBM International Business Machines Corporation
-0.59%
-$314.14 
RJF Raymond James Financial Inc.
-0.58%
-$48.76 
QUAL iShares MSCI USA Quality Factor ETF
-0.56%
-$812.8 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.55%
-$60.48 
AMP Ameriprise Financial, Inc.
-0.55%
-$9,034.97 
KKR KKR & Co. Inc.
-0.55%
-$831.36 
CACI Caci International Inc.
-0.55%
-$1,179.02 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.54%
-$88.12 
KD Kyndryl Holdings Inc.
-0.53%
-$5.46 
GILD Gilead Sciences Inc.
-0.52%
-$303.75 
AVUS Avantis U.S. Equity ETF
-0.51%
-$4,733.69 
VO Vanguard Mid-Cap ETF
-0.49%
-$3,208 
ICLN iShares Global Clean Energy ETF
-0.48%
-$72.64 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.46%
-$58.11 
CSX CSX Corporation
-0.45%
-$22 
NVDA NVIDIA Corporation
-0.45%
-$980 
ABNB Airbnb, Inc.
-0.43%
-$1,839.75 
UNP Union Pacific Corporation
-0.43%
-$2,693.51 
SLV iShares Silver Trust
-0.42%
-$137.44 
MS Morgan Stanley
-0.4%
-$22.05 
NVO Novo Nordisk A/S Sponsored ADR
-0.4%
-$3.1 
VEU Vanguard FTSE All-World ex-US ETF
-0.39%
-$224 
JGRW Jensen Quality Growth ETF
-0.39%
-$8.38 
IJS iShares S&P Small-Cap 600 Value ETF
-0.39%
-$132.5 
USMV iShares MSCI USA Min Vol Factor ETF
-0.35%
-$92.88 
MOAT VanEck Morningstar Wide Moat Fund
-0.35%
-$1,407.9 
IAU iShares Gold Trust
-0.33%
-$159.9 
GLDM SPDR Gold MiniShares Trust
-0.32%
-$90.89 
BN Brookfield Corporation
-0.31%
-$39.33 
IXUS iShares Core International Stock ETF
-0.3%
-$6,798.68 
CMP Compass Minerals International Inc.
-0.27%
-$13.98 
AVUV Avantis U.S. Small Cap Value ETF
-0.21%
-$64.5 
PRF Invesco FTSE RAFI US 1000 ETF
-0.2%
-$19.55 
FIVE Five Below, Inc.
-0.2%
-$146.56 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.2%
-$2,009 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$5,112.99 
PEBO Peoples Bancorp Inc.
-0.19%
-$152.88 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-0.19%
-$37.4 
MUB iShares National Muni Bond ETF
-0.15%
-$22.32 
FBND Fidelity Total Bond ETF
-0.15%
-$907.92 
IWD iShares Russell 1000 Value ETF
-0.14%
-$10.5 
DHR Danaher Corporation
-0.14%
-$23.31 
AGG iShares Core U.S. Aggregate Bond ETF
-0.14%
-$60.45 
SIRI Sirius XM Holdings Inc.
-0.13%
-$4.9 
VPLS Vanguard Core-Plus Bond ETF
-0.13%
-$807.6 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$497.2 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$21.42 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.12%
-$19.6 
VONV Vanguard Russell 1000 Value Index Fund
-0.1%
-$2,676.63 
ACEL Accel Entertainment Inc.
-0.09%
-$0.5 
TDY Teledyne Technologies Incorporated
-0.09%
-$285.12 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-0.08%
-$97.08 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.08%
-$7.15 
BIIB Biogen Inc.
-0.08%
-$36 
GIS General Mills, Inc.
-0.08%
-$167.97 
CP Canadian Pacific Kansas City Limited
-0.07%
-$28.8 
WST West Pharmaceutical Services, Inc.
-0.07%
-$71.55 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.07%
-$235.49 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.06%
-$3.9 
CVS CVS Health Corporation
-0.05%
-$8.75 
ELV Elevance Health, Inc.
-0.05%
-$19.09 
WSBC WesBanco Inc.
-0.05%
-$0.8 
DBA Invesco DB Agriculture Fund
-0.05%
-$1.2 
LKQ LKQ Corporation
-0.04%
-$1.38 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.04%
-$86.75 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$4.55 
FMUB Fidelity Municipal Bond Opportunities ETF
-0.04%
-$2,575.76 
XLV Health Care Select Sector SPDR Fund
-0.04%
-$3.99 
IHI iShares U.S. Medical Devices ETF
-0.04%
-$4.74 
MA Mastercard Incorporated
-0.02%
-$19.63 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$1.04 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$64.03 
BINC iShares Flexible Income Active ETF
-0.01%
-$0.43 Events
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Dividends
Dividend Analysis
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| Trades 1117 | Longs Won 713/1117 63% | Profit Factor 4.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $189,358.63 |
| Average Win $49,434.4 | Best Trade (Oct 15) $3.8M | Sharpe Ratio -10.21 |
| Average Loss -$18,200.39 | Worst Trade (Oct 15) -$2.13M | Z-Score 6.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 1d | Expectancy $24,972.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,197 | 7,377 | 6,557 | 5,738 | 4,918 | 4,098 | 3,279 | 2,459 | 1,639 | 820 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 16 | $2,153.6 | $2,779.84 | - | $626.24 | 29.08% | -1.031% |
| AAPL Apple Inc. | 50 | $10,259.05 | $17,231 | - | $6,971.95 | 67.96% | +0.766% |
| ABBV AbbVie Inc. | 10,170 | $2.32M | $2.9M | - | $583,501.86 | 25.18% | +0.633% |
| ABNB Airbnb, Inc. | 2,453 | $298,061.86 | $425,669.09 | - | $127,607.23 | 42.81% | -0.43% |
| ABT Abbott Laboratories | 834 | $113,072.56 | $87,457.41 | - | -$25,615.15 | -22.65% | +0.177% |
| ACEL Accel Entertainment Inc. | 50 | $553.5 | $552.5 | - | -$1 | -0.18% | -0.09% |
| ACHR Archer Aviation Inc. | 20 | $217.6 | $81.3 | - | -$136.3 | -62.64% | -4.801% |
| ADBE Adobe Inc. | 5 | $2,223.4 | $1,225.35 | - | -$998.05 | -44.89% | -2.622% |
| ADP Automatic Data Processing Inc. | 750 | $232,455.08 | $214,755 | - | -$17,700.08 | -7.61% | +0.242% |
| ADSK Autodesk, Inc. | 3,022 | $959,294.45 | $725,672.86 | - | -$233,621.59 | -24.35% | -2.052% |
| AGG iShares Core U.S. Aggregate Bond ETF | 465 | $45,058.61 | $44,305.2 | - | -$753.41 | -1.67% | -0.136% |
| AGX Argan Inc. | 120 | $32,406 | $42,556.8 | - | $10,150.8 | 31.32% | -3.41% |
| AI C3.ai Inc. | 35 | $606.9 | $387.1 | - | -$219.8 | -36.22% | -9.046% |
| AIG American International Group Inc. | 210 | $17,237.16 | $16,793.7 | - | -$443.46 | -2.57% | +1.074% |
| AMD Advanced Micro Devices, Inc. | 205 | $29,188.95 | $110,926.52 | - | $81,737.57 | 280.03% | -3.757% |
| AMGN Amgen Inc. | 200 | $55,842.03 | $86,984 | - | $31,141.97 | 55.77% | +0.205% |
| AMP Ameriprise Financial, Inc. | 3,250 | $1.6M | $1.62M | - | $27,540 | 1.72% | -0.553% |
| AMT American Tower Corporation | 6 | $1,305.6 | $1,105.5 | - | -$200.1 | -15.33% | +1.594% |
| AMZN Amazon.com Inc | 251 | $55,068.52 | $63,031.12 | - | $7,962.6 | 14.46% | -1.429% |
| APD Air Products and Chemicals, Inc. | 20 | $5,623.88 | $5,957.4 | - | $333.52 | 5.93% | +0.428% |
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FAQ
Which stocks have generated the highest profits for Shawn Clark?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core International Stock ETF - $1.72M, Vanguard International Dividend Appreciation Index Fund - $598,975.06, Vanguard Dividend Appreciation ETF - $532,567.51, VanEck Morningstar Wide Moat Fund - $513,804.29, and Avantis U.S. Equity ETF - $513,099.97. 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: Amazon.com Inc - $150,798.66, Thermo Fisher Scientific Inc - $81,300.76, Bristol-Myers Squibb Company - $76,967.58, Target Corporation - $65,791.8, and United Parcel Service, Inc - $60,632.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shawn Clark's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.61M earned over time. The largest contributors to dividend income include Avantis International Small Cap Value ETF - $469,358.67, Fidelity Total Bond ETF - $212,939.85, Schwab U.S. Dividend Equity ETF - $209,904.1, iShares Core International Stock ETF - $206,511.19, and Vanguard High Dividend Yield ETF - $201,570.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shawn Clark's monthly returns?
Shawn Clark'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 Shawn Clark's strategy be considered aggressive or moderate?
Shawn Clark'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 Shawn Clark's strategy?
Shawn Clark'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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