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Sandra Stickney Portfolio
Invests via Collaborative Wealth Managment Inc. | Managed by Sandra Stickney
Invests via Collaborative Wealth Managment Inc.
Managed by Sandra Stickney
Automatically Tracked
Sandra Stickney Profile
Sandra Stickney has made a significant mark in the entrepreneurial landscape with her innovative approach to business development. She is recognized for her ability to identify market opportunities and effectively execute growth strategies that have driven success across various ventures. With extensive experience in managing operations and fostering partnerships, Stickney's leadership extends beyond conventional roles, establishing her as a key player in advancing industry standards. Her academic background supports her hands-on expertise, enabling a blend of theoretical knowledge with practical application that resonates within capital markets.
Sandra Stickney has made a significant mark in the entrepreneurial landscape with her innovative approach to business development. She is recognized for her ability to identify market opportunities and effectively execute growth strategies that have driven success across various ventures. With extensive experience in managing operations and fostering partnerships, Stickney's leadership extends beyond conventional roles, establishing her as a key player in advancing industry standards. Her academic background supports her hands-on expertise, enabling a blend of theoretical knowledge with practical application that resonates within capital markets.
Investment Philosophy & Strategy
Growth potential in emerging markets often dictates the investment approach adopted by Sandra Stickney. With a keen ability to discern untapped opportunities, she targets sectors ripe for disruption and innovation. Leveraging her entrepreneurial acumen, strategic initiatives typically prioritize scalability and adaptability. Strong operational insights inform her decision-making process as she fosters collaborations that enhance competitive positioning. By aligning capital deployment with transformative trends, an emphasis on sustainable growth underscores her vision in navigating dynamic market landscapes.
Growth potential in emerging markets often dictates the investment approach adopted by Sandra Stickney. With a keen ability to discern untapped opportunities, she targets sectors ripe for disruption and innovation. Leveraging her entrepreneurial acumen, strategic initiatives typically prioritize scalability and adaptability. Strong operational insights inform her decision-making process as she fosters collaborations that enhance competitive positioning. By aligning capital deployment with transformative trends, an emphasis on sustainable growth underscores her vision in navigating dynamic market landscapes.
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:
38.21%
Gain +0.4%
Monthly
0.53%
Yearly
6.57%
Drawdown
17.11%
$231.68M
Equity
Holdings
$231.68M
Investment
$186.64M
$58.77M
Profit +$876,456.15
Realized
$13.73M
Unrealized
$45.04M
Dividends
$28.45M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$876,456.15
Win %
77%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.01M
Win %
77%
This Month
Compared to last month
Gain
-0.71%
Profit
-$1.66M
Win %
77%
This Year
Compared to last year
Gain
6.8%
Profit
$14.75M
Win %
76%
CIF MFS Intermediate High Income Fund
+10.62%
+$4,840.41 
GOOG Alphabet Inc
+2%
+$5,383.76 
GOOGL Alphabet Inc
+1.88%
+$4,954.11 
MSFT Microsoft Corp.
+1.85%
+$10,825.9 
IBIT iShares Bitcoin Trust
+1.84%
+$4,444.78 
EPD Enterprise Products Partners L.P.
+1.61%
+$9,806.17 
CVX Chevron Corporation
+1.47%
+$2,702.66 
AMZN Amazon.com Inc
+1.24%
+$4,455.36 
XLE Energy Select Sector SPDR Fund
+1.08%
+$17,395 
VDE Vanguard Energy ETF
+1.06%
+$3,854.52 
XOM Exxon Mobil Corporation
+1.05%
+$4,364.86 
CORN Teucrium Corn Fund
+0.79%
+$308.84 
IEMG iShares Core MSCI Emerging Markets ETF
+0.69%
+$2,616.7 
XLK State Street Technology Select Sector SPDR ETF
+0.66%
+$3,029.57 
NVDA NVIDIA Corporation
+0.61%
+$5,248.41 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.61%
+$44,976.18 
VGT Vanguard Information Technology ETF
+0.6%
+$5,853.44 
OKE ONEOK, Inc.
+0.59%
+$1,591.18 
QQQ Invesco QQQ Trust, Series 1
+0.55%
+$7,010.85 
QQQM Invesco NASDAQ 100 ETF
+0.54%
+$35,552.14 
MLPX Global X MLP & Energy Infrastructure ETF
+0.53%
+$16,096.73 
T AT&T Inc.
+0.53%
+$799.02 
AVEM Avantis Emerging Markets Equity ETF
+0.47%
+$42,600.18 
VWO Vanguard FTSE Emerging Markets ETF
+0.42%
+$1,045.9 
META Meta Platforms Inc Class A
+0.34%
+$811.41 
EAD Allspring Income Opportunities Fund
+0.31%
+$308.8 
VUG Vanguard Growth ETF
+0.31%
+$1,508.91 
JQUA JPMorgan U.S. Quality Factor ETF
+0.29%
+$15,672.09 
BUFQ FT Nasdaq Buffer ETF July.
+0.28%
+$1,098.79 
SPEM SPDR Portfolio Emerging Markets ETF
+0.27%
+$3,376.76 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.22%
+$970.32 
NAPR Innovator Growth 100 Power Buffer Fund
+0.2%
+$961.87 
JPC Nuveen Preferred & Income Opportunities Fund
+0.19%
+$154.35 
MOAT VanEck Morningstar Wide Moat Fund
+0.19%
+$954 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.18%
+$1,588.8 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$772.44 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+0.17%
+$4,449.98 
RAAX VanEck Real Assets ETF
+0.15%
+$1,428.24 
MHF Western Asset Municipal High Income Fund
+0.14%
+$150 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
+0.11%
+$283.5 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$790.17 
VOO Vanguard S&P 500 ETF
+0.08%
+$683.1 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.08%
+$4,055.38 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.07%
+$1,583.5 
AVGE FRCL 3 2022Q3 Hb Float
+0.06%
+$278.34 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+0.06%
+$159.03 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.02%
+$78.54 
IWV ISHARES RUSSELL 3000 ETF
+0.02%
+$131.85 
PBUS Invesco MSCI USA ETF
+0.02%
+$56.9 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$268.3 
BALT Inn Defined Wealth Shield Mutual Fund
+0.01%
+$30.52 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$62.73 
DHY Credit Suisse High Yield Bond Fund
0%
$0 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
ZJUL
0%
$0 
CLF Cleveland-Cliffs Inc.
-4.69%
-$19,533.67 
UPS United Parcel Service, Inc.
-3.26%
-$20,505.6 
AAPL Apple Inc.
-2.81%
-$197,894.04 
TSLA Tesla, Inc.
-2.51%
-$25,763.78 
WMT Walmart Inc.
-1.71%
-$4,500.6 
LLY Eli Lilly and Company
-1.66%
-$5,015.03 
F Ford Motor Company
-1.55%
-$2,627.68 
WEAT Teucrium Commodity Trust - Teucrium Wheat Fund
-0.93%
-$456.37 
XYLD Global X S&P 500 Covered Call ETF
-0.8%
-$3,516.15 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.66%
-$2,767.47 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.65%
-$4,217.4 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.64%
-$2,504.12 
VHT Vanguard Health Care ETF
-0.63%
-$3,492.2 
XLI Industrial Select Sector SPDR Fund
-0.61%
-$4,446.2 
IYH iShares U.S. Healthcare ETF
-0.61%
-$1,440.05 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.61%
-$1,766.4 
XLRE The Real Estate Select Sector SPDR Fund
-0.59%
-$1,769.04 
XLV Health Care Select Sector SPDR Fund
-0.58%
-$3,827.89 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.56%
-$1,379.95 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.56%
-$2,028.36 
XLU Utilities Select Sector SPDR Fund
-0.55%
-$3,404 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.55%
-$3,465.98 
TOWN TowneBank
-0.53%
-$1,896.37 
IUSV iShares Core S&P U.S. Value ETF
-0.53%
-$1,185.84 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.51%
-$9,270.36 
AVDE Avantis International Equity ETF
-0.51%
-$1,279.85 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.51%
-$2,076.06 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.51%
-$33,370.15 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$5,836.28 
RWR SPDR Dow Jones REIT ETF
-0.49%
-$1,252.35 
DGRO iShares Core Dividend Growth ETF
-0.48%
-$2,181.52 
DON WisdomTree U.S. MidCap Dividend Fund
-0.47%
-$4,679.37 
VYMI Vanguard International High Dividend Yield Index Fund
-0.47%
-$2,280.95 
CVIE Calvert International Responsible Index ETF
-0.46%
-$1,072.75 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.46%
-$11,415.36 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.45%
-$1,048.33 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.41%
-$1,007.4 
IAPR Innovator International Developed Power Buffer ETF
-0.4%
-$865.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.4%
-$2,013.28 
MCD McDonald's Corporation
-0.39%
-$11,474.18 
IJH iShares Core S&P Mid-Cap ETF
-0.39%
-$1,988.89 
PKW Invesco BuyBack Achievers ETF
-0.39%
-$3,862.24 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.39%
-$44,643.36 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.38%
-$18,762.05 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.36%
-$52,453.8 
VOE Vanguard Mid-Cap Value ETF
-0.36%
-$2,298.77 
FTCS First Trust Capital Strength ETF
-0.36%
-$1,227.16 
GOVT iShares U.S. Treasury Bond ETF
-0.33%
-$852.52 
AVUV Avantis U.S. Small Cap Value ETF
-0.33%
-$40,098 
IJR iShares Core S&P Small-Cap ETF
-0.33%
-$1,376.55 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.32%
-$5,973.63 
VONV Vanguard Russell 1000 Value Index Fund
-0.32%
-$1,361.85 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.32%
-$835.25 
BND Vanguard Total Bond Market Index Fund
-0.31%
-$1,810.35 
GSY Invesco Ultra Short Duration ETF
-0.31%
-$1,856.44 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.31%
-$2,577.75 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.3%
-$4,753.28 
PFFD Global X U.S. Preferred ETF
-0.3%
-$1,776.17 
QUAL iShares MSCI USA Quality Factor ETF
-0.29%
-$673.28 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.29%
-$1,063.2 
SCHD Schwab U.S. Dividend Equity ETF
-0.29%
-$982.3 
AFL Aflac Inc.
-0.27%
-$1,326 
HDV iShares Core High Dividend ETF
-0.27%
-$2,729.25 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.26%
-$709.93 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.26%
-$1,175.85 
ITA iShares U.S. Aerospace & Defense ETF
-0.25%
-$916.4 
XLF Financial Select Sector SPDR Fund
-0.24%
-$1,220.67 
HYD VanEck High Yield Muni ETF
-0.23%
-$848.76 
PMO Putnam Municipal Opportunities Fund
-0.23%
-$335 
VYM Vanguard High Dividend Yield ETF
-0.23%
-$3,143.38 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.23%
-$3,763.6 
MGV Vanguard Mega Cap Value ETF
-0.22%
-$1,708.97 
IWM iShares Russell 2000 ETF
-0.21%
-$1,534.68 
VTV Vanguard Value ETF
-0.21%
-$847.78 
GLDM SPDR Gold MiniShares Trust
-0.2%
-$6,140.64 
GLD SPDR Gold Shares
-0.2%
-$949 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.19%
-$1,076.33 
QUS SPDR MSCI USA StrategicFactors ETF
-0.19%
-$757.17 
KAPR Innovator U.S. Small Cap Power Buffer ETF
-0.19%
-$704.73 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.18%
-$25,555.68 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.17%
-$1,752.46 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.15%
-$423.68 
JEPI JPMorgan Equity Premium Income Fund
-0.15%
-$3,791.59 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
-0.14%
-$372.12 
PTY PIMCO Corporate & Income Opportunity Fund
-0.13%
-$447.42 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.12%
-$259.6 
CVLC Calvert US Large Cap Core Responsible Index Fund
-0.12%
-$381.43 
MUB iShares National Muni Bond ETF
-0.11%
-$605.88 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.1%
-$513.18 
FLMI Franklin Dynamic Municipal Bond ETF
-0.1%
-$971.92 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.1%
-$2,184.15 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$223.16 
HYLS FT Tactical High Yield ETF
-0.09%
-$248.88 
SFLR Innovator Equity Managed Floor ETF
-0.08%
-$1,727.25 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.06%
-$219.05 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.05%
-$223.08 
VMO Invesco Municipal Opportunity Trust
-0.05%
-$55 
IGLD FT Vest Gold Strategy Target Fund
-0.05%
-$177.09 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$450.76 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$5,961.73 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.04%
-$86.64 
HYBL SPDR Blackstone High Income Fund
-0.04%
-$271.95 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$75.9 
BUFF Innovator Laddered Allocation Fund
-0.01%
-$1,883.84 Events
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Dividends
Dividend Analysis
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| Trades 2795 | Longs Won 1689/2795 60% | Profit Factor 4.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $127,461.82 |
| Average Win $45,083.84 | Best Trade (Jul 30) $3.13M | Sharpe Ratio -9.73 |
| Average Loss -$15,714.76 | Worst Trade (Sep 30) -$538,706.24 | Z-Score -8.99 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 4w | Expectancy $21,025.43 |
| 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 | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
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FAQ
Which stocks have generated the highest profits for Sandra Stickney?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $2.5M, SPDR Portfolio S&P 500 Value ETF - $2.36M, Invesco NASDAQ 100 ETF - $1.6M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $1.58M, and Apple Inc - $1.54M. 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: Invesco WilderHill Clean Energy ETF - $556,670.76, First Trust TCW Opportunistic Fixed Income Fund - $395,462.25, ARK Innovation ETF Fund - $302,624.75, Vanguard S&P Small-Cap 600 Value ETF - $276,475.25, and First Trust International Equity Opportunities Fund - $275,965.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sandra Stickney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.45M earned over time. The largest contributors to dividend income include Global X U.S. Preferred ETF - $1.65M, WisdomTree U.S. High Yield Corporate Bond Fund - $1.2M, SPDR Nuveen ICE High Yield Municipal Bond ETF - $1.1M, SPDR Portfolio Developed World ex-US ETF - $890,079.62, and Global X Nasdaq 100 Covered Call ETF - $798,308.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sandra Stickney's monthly returns?
Sandra Stickney'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 Sandra Stickney's strategy be considered aggressive or moderate?
Sandra Stickney's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Sandra Stickney's strategy?
Sandra Stickney'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.
