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:
27.26%
Gain +0.33%
Monthly
1.21%
Yearly
15.57%
Drawdown
11.5%
$153.6M
Equity
Holdings
$153.6M
Investment
$130.92M
$31.66M
Profit +$480,083.13
Realized
$8.98M
Unrealized
$22.68M
Dividends
$4.14M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$480,083.13
Win %
67%
This Week
Compared To Last Week
Gain
0.31%
Profit
$480,083.13
Win %
67%
This Month
Compared to last month
Gain
3.56%
Profit
$5.27M
Win %
67%
This Year
Compared to last year
Gain
13.4%
Profit
$18.14M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$9,056.08 
BLZE Backblaze Inc.
+8.63%
+$24,588.22 
ETN Eaton Corporation plc
+7.32%
+$1,613.67 
GOOG Alphabet Inc
+6.88%
+$88,664.2 
GOOGL Alphabet Inc
+6.73%
+$51,658.53 
CACI Caci International Inc.
+4.27%
+$7,201.2 
META Meta Platforms Inc Class A
+3.28%
+$1,768 
MSFT Microsoft Corp.
+3.02%
+$6,809.99 
NVDA NVIDIA Corporation
+2.93%
+$5,710.01 
ORLY O'Reilly Automotive Inc.
+2.28%
+$796 
DVN Devon Energy Corporation
+2.17%
+$775.68 
CSCO Cisco Systems, Inc.
+2.14%
+$595.35 
OXLC Oxford Lane Capital Corp
+2.12%
+$17.29 
OCCI OFS Credit Company, Inc.
+2.08%
+$4.4 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$657.03 
OKE ONEOK, Inc.
+1.95%
+$870 
ROK Rockwell Automation, Inc.
+1.93%
+$10,167.44 
AVAV AeroVironment Inc.
+1.91%
+$140 
CRM Salesforce Inc
+1.83%
+$165.5 
ORCL Oracle Corporation
+1.81%
+$1,004.85 
FLEX Flex Ltd.
+1.64%
+$3,220 
SHEL Shell plc
+1.62%
+$4.41 
MSM MSC Industrial Direct Co., Inc.
+1.6%
+$194 
VZ Verizon Communications Inc.
+1.52%
+$122.5 
SAP SAP SE Sponsored ADR
+1.51%
+$849.4 
LMT Lockheed Martin Corporation
+1.5%
+$3,598.71 
NOC Northrop Grumman Corporation
+1.43%
+$4,196.5 
PH Parker-Hannifin Corporation
+1.43%
+$54.96 
GE General Electric Company
+1.42%
+$1,956.67 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$67.8 
CMCSA Comcast Corp
+1.23%
+$66.53 
AI C3.ai Inc.
+1.21%
+$3.85 
BN Brookfield Corporation
+1.19%
+$171 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+1.18%
+$56.25 
TGRW T. Rowe Price Growth Stock ETF
+1.18%
+$22.47 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$772.54 
JGRW Jensen Quality Growth ETF
+1.12%
+$23.1 
VUG Vanguard Growth ETF
+1.1%
+$401.76 
NOW ServiceNow, Inc.
+1.05%
+$2,320 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$14.28 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$22,778.08 
VDE Vanguard Energy ETF
+1.02%
+$2,254.46 
ADBE Adobe Inc.
+1.01%
+$12.55 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1%
+$82.49 
XLE Energy Select Sector SPDR Fund
+1%
+$118 
TDY Teledyne Technologies Incorporated
+0.98%
+$3,373.93 
ADP Automatic Data Processing Inc.
+0.98%
+$1,942.49 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.97%
+$84 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$17.92 
OEF iShares S&P 100 ETF
+0.95%
+$7,584.3 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$175.44 
UNP Union Pacific Corporation
+0.92%
+$5,823.29 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$435.84 
SCHW Charles Schwab Corporation
+0.87%
+$1,169.35 
IBM International Business Machines Corporation
+0.86%
+$431.66 
GEV GE Vernova Inc.
+0.85%
+$2,883.57 
CP Canadian Pacific Kansas City Limited
+0.83%
+$323.39 
MCD McDonald's Corporation
+0.82%
+$305.8 
EMR Emerson Electric Co.
+0.79%
+$631.31 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$344 
TSLA Tesla, Inc.
+0.76%
+$533.36 
MPC Marathon Petroleum Corporation
+0.76%
+$967.96 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$249.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$214.48 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$827.7 
VOO Vanguard S&P 500 ETF
+0.71%
+$486 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$637.09 
CAT Caterpillar Inc.
+0.7%
+$1,865.43 
QLTY GMO U.S. Quality ETF
+0.7%
+$1,130.42 
BMY Bristol-Myers Squibb Company
+0.69%
+$31.95 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$25,494.05 
IVV iShares Core S&P 500 ETF
+0.69%
+$52,300.8 
CARR Carrier Global Corporation
+0.68%
+$50.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$472 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$80.46 
PLTR Palantir Technologies Inc.
+0.65%
+$24 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,175.6 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$95 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$103.4 
SYY Sysco Corporation
+0.63%
+$159 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$1.68 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$45,730.51 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$32.8 
RJF Raymond James Financial Inc.
+0.58%
+$53.53 
AVUS Avantis U.S. Equity ETF
+0.57%
+$5,203.44 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$87.38 
CRMD CorMedix Inc.
+0.53%
+$50.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,862.4 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.53%
+$112.2 
PSX Phillips 66
+0.51%
+$971.98 
ACEL Accel Entertainment Inc.
+0.5%
+$3 
HON Honeywell International Inc.
+0.47%
+$220.74 
IYW iShares U.S. Technology ETF
+0.46%
+$189 
KKR KKR & Co. Inc.
+0.45%
+$779.4 
CHMI Cherry Hill Mortgage Investment Corporation
+0.44%
+$1.5 
IWD iShares Russell 1000 Value ETF
+0.44%
+$33.3 
HEI.A Heico Corporation
+0.44%
+$902.88 
CSX CSX Corporation
+0.42%
+$21 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$340.99 
WST West Pharmaceutical Services, Inc.
+0.4%
+$369.9 
PFE Pfizer Inc.
+0.4%
+$20.1 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$2,741.76 
RTX RTX Corporation
+0.39%
+$147 
VLO Valero Energy Corporation
+0.38%
+$4,361.35 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$10,219.86 
PG Procter & Gamble Co
+0.37%
+$99.64 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$186 
TDG TransDigm Group Inc.
+0.36%
+$84.93 
BAC Bank of America Corporation
+0.36%
+$243.1 
SNA Snap-on Inc.
+0.33%
+$34 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.32%
+$355.96 
MRK Merck & Co., Inc.
+0.32%
+$97.58 
SMH VanEck Semiconductor ETF
+0.3%
+$493.89 
KD Kyndryl Holdings Inc.
+0.3%
+$3.12 
JPM JPMorgan Chase & Co.
+0.27%
+$284.82 
VT Vanguard Total World Stock ETF
+0.26%
+$9,860.5 
SYM Symbotic Inc. Class A
+0.26%
+$156.53 
AMP Ameriprise Financial, Inc.
+0.25%
+$4,485.03 
PEBO Peoples Bancorp Inc.
+0.24%
+$218.4 
CWST Casella Waste Systems Inc.
+0.23%
+$505.47 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.22%
+$23.94 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$866.41 
SO The Southern Company
+0.21%
+$40.6 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$110.98 
JNJ Johnson & Johnson
+0.21%
+$1,970.54 
CMI Cummins Inc.
+0.19%
+$3,904.1 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$17 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$256.01 
INTU Intuit Inc.
+0.18%
+$171 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,114.44 
USB U.S. Bancorp
+0.17%
+$11 
T AT&T Inc.
+0.17%
+$3.48 
MS Morgan Stanley
+0.17%
+$10.8 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$11.44 
DBA Invesco DB Agriculture Fund
+0.11%
+$2.4 
BDX Becton, Dickinson and Company
+0.1%
+$34.6 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$12.33 
C Citigroup Inc.
+0.1%
+$32.89 
FSK FS KKR Capital Corp.
+0.1%
+$12.79 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$23.22 
WMT Walmart Inc.
+0.09%
+$5.5 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$31.8 
ABT Abbott Laboratories
+0.09%
+$75.06 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$2.55 
BF-A Brown-Forman Corporation
+0.03%
+$16.55 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$10.32 
DIS The Walt Disney Company
+0.03%
+$7.41 
TAP Molson Coors Beverage Company
+0.02%
+$1.43 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$28.32 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$1.3 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$64.24 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$0.52 
CSGS CSG Systems International, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
HBI Hanesbrands Inc.
0%
$0 
K Kellanova Inc.
0%
$0 
LAES Sealsq Corp
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
0%
$0 
HKND Humankind US Stock ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
SPXM Tidal Trust III - Azoria 500 Meritocracy ETF
0%
$0 BAM
BAM
0%
$0 UL
UL
0%
$0 
CTVA Corteva Inc.
-11.9%
-$3,337.82 
LCID Lucid Group, Inc.
-9.11%
-$18.5 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$90.6 
AAPL Apple Inc.
-7.35%
-$1,226 
PPC Pilgrim's Pride Corporation
-6.75%
-$59,821.74 
EOSE Eos Energy Enterprises Inc.
-6.37%
-$6.67 
MU Micron Technology, Inc.
-5.9%
-$267,752.87 
IP International Paper Company
-5.38%
-$192.56 
MRNA Moderna, Inc.
-5.35%
-$713 
BTDR Bitdeer Technologies Group
-5.22%
-$92.8 
LYV Live Nation Entertainment, Inc.
-5.14%
-$6,601 
SIRI Sirius XM Holdings Inc.
-4.36%
-$189 
TYL Tyler Technologies Inc.
-4.24%
-$1,371 
PMCB Pharmacyte Biotech Inc.
-4%
-$1.2 
GDX VanEck Gold Miners ETF
-3.49%
-$87,606.59 
CAG Conagra Brands Inc.
-3.46%
-$45.24 
CDE Coeur Mining, Inc.
-3.18%
-$183.75 
ETHA iShares Ethereum Trust
-3.03%
-$7,851.36 
XBI SPDR S&P Biotech ETF
-2.94%
-$364.9 
IBIT iShares Bitcoin Trust
-2.89%
-$3,418.5 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$173.02 
MSGS Madison Square Garden Sports Corp.
-2.81%
-$1,773.72 
APTV Aptiv PLC
-2.79%
-$40.5 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$1.92 
QCOM QUALCOMM Incorporated
-2.63%
-$594.51 
STRO Sutro Biopharma, Inc.
-2.62%
-$0.33 
ABBV AbbVie Inc.
-2.51%
-$65,799.9 
ICE Intercontinental Exchange, Inc.
-2.42%
-$2,319.48 
SJM The J.M. Smucker Company
-2.41%
-$156.35 
BIIB Biogen Inc.
-2.4%
-$996 
ARKK ARK Innovation ETF Fund
-2.28%
-$2,602.88 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$394.2 
BAX Baxter International Inc.
-2.21%
-$53.1 
BA Boeing Company
-2.15%
-$39,208.04 
SLV iShares Silver Trust
-2.13%
-$712.5 
ACHR Archer Aviation Inc.
-2.11%
-$2 
TXT Textron Inc.
-2.1%
-$827.16 
SMR NuScale Power Corporation
-2.09%
-$173.7 
KHC The Kraft Heinz Company
-2.01%
-$76.32 
NFLX Netflix, Inc.
-2%
-$63,232.6 
NEXN Nexxen International Ltd.
-1.91%
-$13 
AMD Advanced Micro Devices, Inc.
-1.9%
-$1,894.2 
TPB Turning Point Brands Inc.
-1.84%
-$19.6 
GIS General Mills, Inc.
-1.84%
-$4,501.73 
CBRE CBRE Group Inc.
-1.77%
-$2,650.01 
APD Air Products and Chemicals, Inc.
-1.77%
-$106.2 
CADE Cadence Bank
-1.66%
-$4,913.91 
DRI Darden Restaurants, Inc.
-1.64%
-$81.36 
SQ Block, Inc.
-1.64%
-$413.1 
AGX Argan Inc.
-1.63%
-$1,132.8 
CPRT Copart Inc.
-1.52%
-$225 
PETS PetMed Express Inc.
-1.51%
-$169.08 
CIFR Cipher Mining Inc.
-1.48%
-$167.5 
CMP Compass Minerals International Inc.
-1.48%
-$102.52 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$408.17 
IAU iShares Gold Trust
-1.46%
-$694.95 
NVS Novartis AG Sponsored ADR
-1.45%
-$114.5 
BBAI BigBear.ai Holdings Inc.
-1.41%
-$0.6 
RR Richtech Robotics Inc.
-1.39%
-$2.7 
LUV Southwest Airlines Co.
-1.38%
-$0.63 
NKE Nike, Inc. - Class B
-1.37%
-$299.28 
TXRH Texas Roadhouse Inc.
-1.33%
-$139 
DAL Delta Air Lines, Inc.
-1.3%
-$575 
MOTI VanEck Morningstar International Moat ETF
-1.26%
-$38,664.99 
JOBY Joby Aviation, Inc.
-1.24%
-$36.27 
CLX The Clorox Company
-1.24%
-$15,412.8 
HSY The Hershey Company
-1.23%
-$298.66 
MDLZ Mondelez International, Inc.
-1.22%
-$147.84 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$219 
CBRL Cracker Barrel Old Country Store, Inc.
-1.21%
-$103.5 
SHW The Sherwin-Williams Company
-1.16%
-$47.88 
NEE NextEra Energy, Inc.
-1.15%
-$505 
WRB W.R. Berkley Corporation
-1.15%
-$598.08 
DEO Diageo plc Sponsored ADR
-1.12%
-$450 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$491.64 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$353.29 
TXN Texas Instruments Inc
-1.08%
-$105.7 
LOW Lowe's Companies Inc.
-1.08%
-$68.1 
PPH VanEck Pharmaceutical ETF
-1.07%
-$24 
INTC Intel Corporation
-1.02%
-$179.49 
KO The Coca-Cola Company
-1.02%
-$7.2 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-1%
-$92.46 
UPS United Parcel Service, Inc.
-1%
-$236.25 
PPL PPL Corporation
-0.98%
-$1,299.2 
XOM Exxon Mobil Corporation
-0.97%
-$82.62 
UPWK Upwork Inc.
-0.97%
-$121.05 
SOFI SoFi Technologies, Inc.
-0.97%
-$0.64 
MET MetLife Inc.
-0.97%
-$470 
CHWY Chewy Inc.
-0.96%
-$110 
FIVE Five Below, Inc.
-0.93%
-$667.08 
CRSP Crispr Therapeutics AG
-0.93%
-$58.05 
PGR Progressive Corporation
-0.87%
-$751.44 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$1,909.99 
FE FirstEnergy Corp.
-0.82%
-$0.8 
GILD Gilead Sciences Inc.
-0.81%
-$401.25 
WAT Waters Corporation
-0.79%
-$627.9 
HUM Humana Inc.
-0.76%
-$8.4 
GGG Graco Inc.
-0.76%
-$472.75 
PYPL PayPal Holdings Inc
-0.76%
-$156.2 
CVS CVS Health Corporation
-0.75%
-$138.25 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$18,547.14 
SPGI S&P Global Inc.
-0.74%
-$245.6 
MA Mastercard Incorporated
-0.74%
-$641.75 
GSK GSK plc Sponsored ADR
-0.73%
-$19 
BLK BlackRock, Inc.
-0.73%
-$31.92 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$9.5 
BIPC Brookfield Infrastructure Partners L.P.
-0.68%
-$35.96 
ICLN iShares Global Clean Energy ETF
-0.68%
-$108.96 
DUK Duke Energy Corporation
-0.67%
-$27.72 
LKQ LKQ Corporation
-0.66%
-$20.7 
BRO Brown & Brown Inc.
-0.66%
-$19.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$674.44 
AMGN Amgen Inc.
-0.64%
-$496 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$271.08 
AMT American Tower Corporation
-0.63%
-$6.6 
EFA iShares MSCI EAFE ETF
-0.62%
-$132 
DHR Danaher Corporation
-0.61%
-$88.06 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$55.29 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$96 
SCHF Schwab International Equity ETF
-0.58%
-$526.24 
SBUX Starbucks Corporation
-0.57%
-$600 
GXO GXO Logistics Inc.
-0.56%
-$168 
EMBC Embecta Corp.
-0.55%
-$1 
VNQ Vanguard Real Estate ETF
-0.54%
-$515.7 
LLY Eli Lilly and Company
-0.53%
-$613 
OPFI OppFi Inc.
-0.53%
-$214.65 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$410.75 
RGA Reinsurance Group of America, Inc.
-0.51%
-$423.5 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$655.5 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$1,462.24 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$67,687.5 
IWM iShares Russell 2000 ETF
-0.47%
-$820.09 
AVDE Avantis International Equity ETF
-0.46%
-$3,801 
WSBC WesBanco Inc.
-0.46%
-$7.6 
PEP PepsiCo, Inc.
-0.46%
-$272 
CPB The Campbell's Company
-0.45%
-$247.7 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$54.51 
TRV The Travelers Companies, Inc.
-0.43%
-$326 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$247 
HD The Home Depot, Inc.
-0.42%
-$209.89 
AIG American International Group Inc.
-0.39%
-$65.1 
SPCE Virgin Galactic Holdings Inc.
-0.39%
-$8.24 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,150.5 
AXP American Express Company
-0.38%
-$134.62 
FDX FedEx Corporation
-0.37%
-$6,498.65 
MDT Medtronic plc
-0.37%
-$711.68 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,984.7 
ABNB Airbnb, Inc.
-0.37%
-$1,373.68 
TMUS T-Mobile US, Inc.
-0.36%
-$8.19 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$652.79 
DG Dollar General Corporation
-0.35%
-$60.3 
BF-B Brown-Forman Corporation
-0.35%
-$50 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$3,444 
ADSK Autodesk, Inc.
-0.33%
-$2,326.94 
CL Colgate-Palmolive Company
-0.33%
-$104.7 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1,098.93 
VXF Vanguard Extended Market ETF
-0.3%
-$80.23 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.29%
-$329.36 
EVRG Evergy Inc.
-0.29%
-$98.16 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$25,029.17 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.27%
-$537.85 
FBND Fidelity Total Bond ETF
-0.27%
-$1,676.16 
VTV Vanguard Value ETF
-0.27%
-$15,314.37 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$49.4 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$90.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$116.25 
VCRB Vanguard Core Bond ETF
-0.25%
-$399.31 
A Agilent Technologies Inc.
-0.24%
-$5.44 
COST Costco Wholesale Corporation
-0.24%
-$1,317.82 
HBAN Huntington Bancshares Incorporated
-0.23%
-$67 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$4,885.82 
VB Vanguard Small-Cap ETF
-0.22%
-$3,152.72 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$904 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$126 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$38 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$26.35 
KR Kroger Co.
-0.21%
-$0.48 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$5,289.3 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$11 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$1,147.63 
NTRS Northern Trust Corporation
-0.17%
-$14.4 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$924.43 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$946.2 
SOUN SoundHound AI Inc.
-0.16%
-$3.9 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$307.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$26.88 
ELV Elevance Health, Inc.
-0.15%
-$46.48 
IXUS iShares Core International Stock ETF
-0.15%
-$3,399.34 
FMUB Fidelity Municipal Bond Opportunities ETF
-0.14%
-$8,757.58 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$501.11 
STZ Constellation Brands, Inc.
-0.12%
-$47.4 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$147.3 
MUB iShares National Muni Bond ETF
-0.11%
-$17.28 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$993.92 
XLF Financial Select Sector SPDR Fund
-0.1%
-$0.48 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$3,912.75 
VIK Viking Holdings Ltd
-0.1%
-$3.5 
IYF iShares U.S. Financials ETF
-0.09%
-$12.24 
KEY KeyCorp
-0.09%
-$2.8 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$45.2 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$138.21 
BINC iShares Flexible Income Active ETF
-0.08%
-$3.44 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$384.18 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$6.5 
MAIN Main Street Capital Corporation
-0.06%
-$3.09 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$151.81 
VO Vanguard Mid-Cap ETF
-0.05%
-$320.8 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$108 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$20.64 
V Visa Inc. Class A
-0.04%
-$10.36 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$5.52 
TGT Target Corporation
-0.01%
-$1.12 
UBER Uber Technologies, Inc.
-0.01%
-$7.26 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$4.5 Events
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Dividends
Dividend Analysis
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| Trades 1117 | Longs Won 739/1117 66% | Profit Factor 6.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $200,677.94 |
| Average Win $50,915.05 | Best Trade (Aug 21) $4.1M | Sharpe Ratio -10.21 |
| Average Loss -$15,630.06 | Worst Trade (Aug 02) -$2.08M | Z-Score 10.25 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 3d | Expectancy $28,347.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 16 | $2,153.6 | $2,213.92 | - | $60.32 | 2.8% | -0.245% |
| AAPL Apple Inc. | 50 | $10,259.05 | $15,445.5 | - | $5,186.45 | 50.55% | -7.354% |
| ABBV AbbVie Inc. | 10,170 | $2.32M | $2.55M | - | $235,128.51 | 10.15% | -2.513% |
| ABNB Airbnb, Inc. | 2,453 | $298,061.86 | $371,678.56 | - | $73,616.7 | 24.7% | -0.368% |
| ABT Abbott Laboratories | 834 | $113,072.56 | $88,153.8 | - | -$24,918.76 | -22.04% | +0.085% |
| ACEL Accel Entertainment Inc. | 50 | $553.5 | $601 | - | $47.5 | 8.58% | +0.502% |
| ACHR Archer Aviation Inc. | 20 | $217.6 | $92.8 | - | -$124.8 | -57.35% | -2.11% |
| ADBE Adobe Inc. | 5 | $2,223.4 | $1,252.05 | - | -$971.35 | -43.69% | +1.013% |
| ADP Automatic Data Processing Inc. | 750 | $232,455.08 | $199,844.99 | - | -$32,610.09 | -14.03% | +0.982% |
| ADSK Autodesk, Inc. | 3,022 | $959,294.45 | $707,752.4 | - | -$251,542.05 | -26.22% | -0.328% |
| AGG iShares Core U.S. Aggregate Bond ETF | 465 | $45,058.61 | $45,277.05 | - | $218.44 | 0.48% | -0.256% |
| AGX Argan Inc. | 120 | $32,406 | $68,451.6 | - | $36,045.6 | 111.23% | -1.628% |
| AI C3.ai Inc. | 35 | $606.9 | $321.3 | - | -$285.6 | -47.06% | +1.213% |
| AIG American International Group Inc. | 210 | $17,237.16 | $16,501.8 | - | -$735.36 | -4.27% | -0.393% |
| AMD Advanced Micro Devices, Inc. | 205 | $29,188.95 | $97,610.75 | - | $68,421.8 | 234.41% | -1.904% |
| AMGN Amgen Inc. | 200 | $55,842.03 | $77,032 | - | $21,189.97 | 37.95% | -0.64% |
| AMP Ameriprise Financial, Inc. | 3,250 | $1.6M | $1.77M | - | $177,170.1 | 11.1% | +0.253% |
| AMT American Tower Corporation | 6 | $1,305.6 | $1,040.16 | - | -$265.44 | -20.33% | -0.631% |
| AMZN Amazon.com Inc | 251 | $55,068.52 | $68,166.58 | - | $13,098.06 | 23.79% | +15.321% |
| APD Air Products and Chemicals, Inc. | 20 | $5,623.88 | $5,897.8 | - | $273.92 | 4.87% | -1.769% |
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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 - $597,895.33, Vanguard Dividend Appreciation ETF - $530,493.61, VanEck Morningstar Wide Moat Fund - $513,804.29, and Avantis U.S. Equity ETF - $510,973.06. 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 - $81,347.76, Bristol-Myers Squibb Company - $77,012.31, Target Corporation - $65,791.8, and United Parcel Service, Inc - $61,001.91. 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 $4.14M earned over time. The largest contributors to dividend income include Avantis International Small Cap Value ETF - $396,757.06, Fidelity Total Bond ETF - $212,939.85, iShares Core International Stock ETF - $206,511.19, Schwab U.S. Dividend Equity ETF - $204,954.13, and Fidelity Municipal Bond Opportunities ETF - $200,651.71. 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
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 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.
