Daniel Ronan Portfolio
Invests via Catalyst Financial Partners LLC | Managed by David C. Porter, Thomas N. O’Connor, Alan R. Roycroft, Mark D. LoBello, Daniel E. Ronan, Timothy B. George, Eugene Covino, Keith Gibbons
Invests via Catalyst Financial Partners LLC
Managed by David C. Porter, Thomas N. O’Connor, Alan R. Roycroft, Mark D. LoBello, Daniel E. Ronan, Timothy B. George, Eugene Covino, Keith Gibbons
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Daniel Ronan Profile
With extensive experience in the finance sector, Daniel Ronan has established himself as a key figure in capital markets. His professional journey encompasses various leadership roles where he demonstrated expertise in driving financial growth and fostering strong stakeholder relationships. Notably, his strategic insights into market dynamics have made him an invaluable asset to firms seeking to navigate complex investment landscapes. Daniel's proven ability to leverage analytical skills with business acumen positions him uniquely within corporate leadership circles, highlighting his relevance in identifying opportunities that enhance organizational performance.
With extensive experience in the finance sector, Daniel Ronan has established himself as a key figure in capital markets. His professional journey encompasses various leadership roles where he demonstrated expertise in driving financial growth and fostering strong stakeholder relationships. Notably, his strategic insights into market dynamics have made him an invaluable asset to firms seeking to navigate complex investment landscapes. Daniel's proven ability to leverage analytical skills with business acumen positions him uniquely within corporate leadership circles, highlighting his relevance in identifying opportunities that enhance organizational performance.
Investment Philosophy & Strategy
Recognizing emerging trends and their potential impact on markets often underpins decision-making for Daniel Ronan. His investment strategy emphasizes deep analytical insights, allowing him to discern opportunities in complex environments. A keen understanding of capital flows combined with a robust network enables the pursuit of unique growth avenues that can capitalize on shifting economic landscapes. By fostering innovation within teams and prioritizing operational excellence, he strives to create substantial value through strategic investments that enhance performance over time.
Recognizing emerging trends and their potential impact on markets often underpins decision-making for Daniel Ronan. His investment strategy emphasizes deep analytical insights, allowing him to discern opportunities in complex environments. A keen understanding of capital flows combined with a robust network enables the pursuit of unique growth avenues that can capitalize on shifting economic landscapes. By fostering innovation within teams and prioritizing operational excellence, he strives to create substantial value through strategic investments that enhance performance over time.
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:
141.09%
Gain -1.19%
Monthly
2.29%
Yearly
31.18%
Drawdown
26.65%
$1.03B
Equity
Holdings
$1.03B
Investment
$719.08M
$361.7M
Profit -$4.86M
Realized
$54.59M
Unrealized
$307.11M
Dividends
$36.24M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.19%
Profit
-$4.86M
Win %
73%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$9.4M
Win %
73%
This Month
Compared to last month
Gain
-0.38%
Profit
-$3.96M
Win %
73%
This Year
Compared to last year
Gain
1.77%
Profit
$17.86M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$2.59M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$29,879.19 
ETN Eaton Corporation plc
+7.32%
+$132,462.49 
GOOG Alphabet Inc
+6.88%
+$862,569.44 
GOOGL Alphabet Inc
+6.73%
+$1.02M 
NVT nVent Electric plc
+6.24%
+$15,838.62 
VRT Vertiv Holdings Co
+6.18%
+$18,797.53 
COHR Coherent Corp.
+5.55%
+$12,516.16 
ANET Arista Networks, Inc.
+5.46%
+$54,860.44 
FTNT Fortinet Inc.
+4.99%
+$70,578.2 
SNDR Schneider National, Inc.
+4.69%
+$9,547.2 
CBOE Cboe Global Markets Inc.
+4.62%
+$22,292.49 
SNPS Synopsys, Inc.
+4.41%
+$15,296.35 
GSAT Globalstar, Inc.
+4.11%
+$37,818.6 
FFIV F5 Inc.
+3.56%
+$8,374.93 
TWLO Twilio Inc.
+3.36%
+$6,826.66 
TT Trane Technologies plc
+3.33%
+$36,645.68 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$8,622.94 
META Meta Platforms Inc Class A
+3.28%
+$251,214.99 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$11,322.86 
CRS Carpenter Technology Corporation
+3.17%
+$7,990.94 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$36,456.96 
MSFT Microsoft Corp.
+3.02%
+$725,032.93 
LITE Lumentum Holdings Inc.
+2.99%
+$10,267.2 
NVDA NVIDIA Corporation
+2.93%
+$928,561.34 
TW Tradeweb Markets Inc.
+2.76%
+$13,583.7 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$12,367.05 
NTAP NetApp, Inc.
+2.6%
+$9,460.36 
AVT Avnet Inc.
+2.35%
+$4,873.56 
CVX Chevron Corporation
+2.35%
+$60,983.84 
MRVL Marvell Technology, Inc.
+2.32%
+$12,912.06 
ORLY O'Reilly Automotive Inc.
+2.28%
+$16,256.31 
FAST Fastenal Co.
+2.25%
+$24,364.2 
GLW Corning Incorporated
+2.24%
+$26,303.43 
WDC Western Digital Corporation
+2.21%
+$21,971.7 
EOG EOG Resources, Inc.
+2.19%
+$12,955.36 
DVN Devon Energy Corporation
+2.17%
+$8,448 
CDNS Cadence Design Systems, Inc.
+2.16%
+$11,851.17 
QLYS Qualys, Inc.
+2.15%
+$5,934.06 
CSCO Cisco Systems, Inc.
+2.14%
+$87,219.99 
JBL Jabil Inc.
+2.12%
+$5,498.26 
KEYS Keysight Technologies, Inc.
+2.04%
+$12,307.11 
GWW W.W. Grainger, Inc.
+1.97%
+$10,291.04 
JCI Johnson Controls International plc
+1.93%
+$12,501.66 
ROK Rockwell Automation, Inc.
+1.93%
+$6,720.85 
LHX L3Harris Technologies, Inc.
+1.9%
+$9,664.69 
PANW Palo Alto Networks, Inc.
+1.89%
+$39,722.85 
FIX Comfort Systems USA, Inc.
+1.88%
+$11,051.94 
CRM Salesforce Inc
+1.83%
+$17,360.92 
ORCL Oracle Corporation
+1.81%
+$22,531.74 
HWM Howmet Aerospace Inc.
+1.8%
+$28,495.62 
VTR Ventas Inc.
+1.73%
+$3,599.76 
HCA HCA Healthcare Inc.
+1.72%
+$6,983.59 
CINF Cincinnati Financial Corporation
+1.69%
+$9,448.82 
FLEX Flex Ltd.
+1.64%
+$3,772 
KMI Kinder Morgan, Inc.
+1.64%
+$4,505.28 
HPE Hewlett Packard Enterprise Company
+1.61%
+$8,615.36 
ACN Accenture plc Class A
+1.61%
+$11,950.77 
MSM MSC Industrial Direct Co., Inc.
+1.6%
+$4,050.72 
BSX Boston Scientific Corporation
+1.59%
+$6,394.8 
VZ Verizon Communications Inc.
+1.52%
+$16,305.1 
LMT Lockheed Martin Corporation
+1.5%
+$12,901.85 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$13,142.4 
NOC Northrop Grumman Corporation
+1.43%
+$15,084.51 
PH Parker-Hannifin Corporation
+1.43%
+$8,065.41 
PWR Quanta Services Inc.
+1.43%
+$13,460.31 
SNX TD Synnex Corporation
+1.42%
+$7,893.9 
GE General Electric Company
+1.42%
+$37,045.94 
MKSI MKS Instruments Inc.
+1.42%
+$2,344.76 
WDAY Workday Inc.
+1.41%
+$6,099.05 
SLB Schlumberger Limited
+1.39%
+$4,290.12 
KLAC KLA Corporation
+1.38%
+$25,271.11 
CIEN Ciena Corporation
+1.34%
+$4,183.18 
CAH Cardinal Health Inc.
+1.3%
+$3,475.03 
AKAM Akamai Technologies Inc.
+1.26%
+$22,553.96 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$6,945.8 
CMCSA Comcast Corp
+1.23%
+$2,687.43 
COP ConocoPhillips
+1.22%
+$12,699.11 
VRSN Verisign Inc.
+1.2%
+$6,185.12 
WFC Wells Fargo & Company
+1.19%
+$14,393.22 
BN Brookfield Corporation
+1.19%
+$4,675.51 
HONA Honeywell Aerospace Inc.
+1.18%
+$4,503.62 
AMAT Applied Materials, Inc.
+1.18%
+$45,023.05 
RMD ResMed Inc.
+1.16%
+$3,015.32 
CHD Church & Dwight Co., Inc.
+1.16%
+$2,870.2 
IOO iShares Global 100 ETF
+1.15%
+$6,507.62 
ITW Illinois Tool Works Inc.
+1.15%
+$6,942 
MSI Motorola Solutions, Inc.
+1.14%
+$3,169.98 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$9,001.25 
THG Hanover Insurance Group, Inc.
+1.1%
+$10,264.16 
EQT EQT Corporation
+1.1%
+$4,846.48 
NOW ServiceNow, Inc.
+1.05%
+$7,986.6 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$18,338.46 
ADBE Adobe Inc.
+1.01%
+$3,408.59 
ILCG iShares Morningstar Growth ETF
+1.01%
+$8,792 
URI United Rentals, Inc.
+0.99%
+$2,774.43 
BKR Baker Hughes Company
+0.98%
+$2,941.74 
TDY Teledyne Technologies Incorporated
+0.98%
+$2,466.55 
ADP Automatic Data Processing Inc.
+0.98%
+$7,381.47 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$17,284.4 
UNP Union Pacific Corporation
+0.92%
+$10,015.21 
WMB The Williams Companies, Inc.
+0.89%
+$7,277.13 
SCHW Charles Schwab Corporation
+0.87%
+$12,224.03 
IBM International Business Machines Corporation
+0.86%
+$11,627.96 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$9,047.44 
GEV GE Vernova Inc.
+0.85%
+$19,935.69 
FHI Federated Hermes Inc.
+0.82%
+$3,031.63 
MCD McDonald's Corporation
+0.82%
+$9,072.84 
EMR Emerson Electric Co.
+0.79%
+$3,652.13 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$2,286.42 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$7,297.44 
TSLA Tesla, Inc.
+0.76%
+$31,446.73 
MPC Marathon Petroleum Corporation
+0.76%
+$10,671.41 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,548.07 
TRGP Targa Resources Corp.
+0.76%
+$1,522.5 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$5,280.39 
STT State Street Corp
+0.73%
+$304,432.33 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$173,850.51 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$108,781.73 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,237.95 
AME Ametek Inc.
+0.71%
+$4,304.44 
CAT Caterpillar Inc.
+0.7%
+$28,633.45 
ROP Roper Technologies Inc.
+0.7%
+$2,521.44 
BMY Bristol-Myers Squibb Company
+0.69%
+$4,002.3 
IVV iShares Core S&P 500 ETF
+0.69%
+$997,309.44 
CARR Carrier Global Corporation
+0.68%
+$1,772.4 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$3,425.13 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$5,651.61 
DOW Dow Inc.
+0.67%
+$1,582 
PLTR Palantir Technologies Inc.
+0.65%
+$7,733.58 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$7,534.68 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$5,675.68 
SYY Sysco Corporation
+0.63%
+$2,202.15 
TER Teradyne, Inc.
+0.6%
+$1,896.41 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,227.85 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,183.4 
MO Altria Group, Inc.
+0.57%
+$7,270.38 
APH Amphenol Corporation
+0.55%
+$5,756.89 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$27,030.02 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$1,772.33 
EXC Exelon Corporation
+0.53%
+$2,921.28 
STX Seagate Technology Holdings plc
+0.52%
+$6,403.56 
GM General Motors Company
+0.52%
+$3,275.2 
PSX Phillips 66
+0.51%
+$2,303.6 
Q Qnity Electronics Inc.
+0.51%
+$834.89 
ACWI iShares MSCI ACWI ETF
+0.49%
+$63,196.16 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,016.06 
NSC Norfolk Southern Corporation
+0.46%
+$3,436.39 
OHI Omega Healthcare Investors Inc.
+0.46%
+$1,343.2 
KKR KKR & Co. Inc.
+0.45%
+$1,048.95 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,963.59 
PAYX Paychex Inc.
+0.44%
+$3,028.38 
EBAY eBay Inc.
+0.43%
+$1,214.71 
CSX CSX Corporation
+0.42%
+$3,738.21 
CASY Casey's General Stores Inc.
+0.4%
+$1,274 
PFE Pfizer Inc.
+0.4%
+$2,515 
RTX RTX Corporation
+0.39%
+$10,621.8 
VLO Valero Energy Corporation
+0.38%
+$3,094 
AVGO Broadcom Inc.
+0.37%
+$45,298.08 
PG Procter & Gamble Co
+0.37%
+$11,640.92 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$22,139.58 
TDG TransDigm Group Inc.
+0.36%
+$889.52 
BAC Bank of America Corporation
+0.36%
+$10,526.34 
AZO AutoZone Inc.
+0.32%
+$609.84 
GD General Dynamics Corporation
+0.32%
+$4,161.42 
MRK Merck & Co., Inc.
+0.32%
+$8,284.25 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$853.48 
JPM JPMorgan Chase & Co.
+0.27%
+$22,295.86 
VT Vanguard Total World Stock ETF
+0.26%
+$3,245.56 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,811.95 
CME CME Group Inc.
+0.21%
+$1,374.86 
SO The Southern Company
+0.21%
+$1,260 
JNJ Johnson & Johnson
+0.21%
+$13,179.51 
ADI Analog Devices, Inc.
+0.2%
+$2,310.99 
CMI Cummins Inc.
+0.19%
+$1,495.76 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$1,324.7 
INTU Intuit Inc.
+0.18%
+$546.64 
USB U.S. Bancorp
+0.17%
+$741.83 
T AT&T Inc.
+0.17%
+$1,683.32 
MS Morgan Stanley
+0.17%
+$2,949.5 
BEDY BNY Mellon Enhanced Dividend and Income ETF
+0.17%
+$388.72 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$519.25 
VICI Vici Properties Inc.
+0.15%
+$1,285.24 
CB Chubb Limited
+0.15%
+$1,948.28 
DELL Dell Technologies Inc.
+0.14%
+$698.88 
EA Electronic Arts Inc.
+0.13%
+$1,293.84 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$1,408.4 
MMM 3M Company
+0.12%
+$510.28 
GHYB Goldman Sachs Access High Yield Corporate Bond ETF
+0.12%
+$251.84 
BDX Becton, Dickinson and Company
+0.1%
+$338.81 
ISRG Intuitive Surgical, Inc.
+0.1%
+$875.86 
C Citigroup Inc.
+0.1%
+$993.51 
NUE Nucor Corporation
+0.1%
+$281.25 
WM Waste Management, Inc.
+0.1%
+$555.5 
AFL Aflac Inc.
+0.09%
+$332.88 
WMT Walmart Inc.
+0.09%
+$3,332.97 
ABT Abbott Laboratories
+0.09%
+$962.64 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$220.8 
FDS FactSet Research Systems Inc.
+0.07%
+$190.41 
AEP American Electric Power Company, Inc.
+0.06%
+$174.79 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$2,360.04 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$123.13 
DIS The Walt Disney Company
+0.03%
+$221.7 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$375.14 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$139.14 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 
CTVA Corteva Inc.
-11.9%
-$44,465.29 
AAPL Apple Inc.
-7.35%
-$3.18M 
NXPI NXP Semiconductors N.V.
-6.53%
-$16,272 
SYK Stryker Corporation
-6.42%
-$42,535.36 
TROW T. Rowe Price Group, Inc.
-6.31%
-$75,977.7 
LIN Linde plc
-5.95%
-$95,651.89 
MU Micron Technology, Inc.
-5.9%
-$395,588.61 
SNDK SanDisk Corporation
-5.09%
-$57,379.53 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$10,143.9 
LOPE Grand Canyon Education Inc.
-3.19%
-$8,713.01 
ES Eversource Energy
-3.05%
-$8,572.5 
CI The Cigna Group
-2.99%
-$12,054.02 
AYI Acuity Brands Inc.
-2.8%
-$7,113.92 
MLM Martin Marietta Materials, Inc.
-2.75%
-$5,423.9 
AJG Arthur J. Gallagher & Co.
-2.75%
-$9,827.83 
EQIX Equinix, Inc.
-2.7%
-$16,611 
QCOM QUALCOMM Incorporated
-2.63%
-$41,827.27 
DMAC DiaMedica Therapeutics Inc.
-2.61%
-$6,537.69 
ON ON Semiconductor Corporation
-2.54%
-$5,150.34 
ABBV AbbVie Inc.
-2.51%
-$99,592.71 
ICE Intercontinental Exchange, Inc.
-2.42%
-$11,195.66 
DLR Digital Realty Trust, Inc.
-2.42%
-$6,888.25 
RVMD Revolution Medicines Inc.
-2.42%
-$12,644 
YUM Yum! Brands, Inc.
-2.37%
-$7,086.6 
BYD Boyd Gaming Corporation
-2.29%
-$6,640.65 
BA Boeing Company
-2.15%
-$12,423.57 
NEM Newmont Corporation
-2.14%
-$10,774.8 
CPAY Corpay, Inc.
-2.05%
-$5,262.58 
NFLX Netflix, Inc.
-2%
-$45,735.96 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$7,954.07 
NEU NewMarket Corporation
-1.95%
-$4,417.33 
AWK American Water Works Company, Inc.
-1.93%
-$11,283.36 
AMD Advanced Micro Devices, Inc.
-1.9%
-$94,146.56 
CRUS Cirrus Logic, Inc.
-1.9%
-$5,035.04 
IRM Iron Mountain Inc.
-1.86%
-$4,092.48 
JLL Jones Lang LaSalle Inc.
-1.85%
-$4,569.27 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$5,804.36 
UAL United Airlines Holdings, Inc.
-1.8%
-$4,040.76 
SYF Synchrony Financial
-1.79%
-$5,310.24 
CBRE CBRE Group Inc.
-1.77%
-$4,054.52 
APD Air Products and Chemicals, Inc.
-1.77%
-$9,127.89 
DHI D.R. Horton, Inc.
-1.7%
-$3,816.15 
UNH UnitedHealth Group Incorporated
-1.68%
-$53,208.9 
LEN Lennar Corporation
-1.67%
-$3,421.6 
AON Aon plc
-1.64%
-$7,585.23 
LRCX Lam Research Corporation
-1.58%
-$35,743.58 
UTHR United Therapeutics Corporation
-1.54%
-$3,811.7 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$5,879.26 
MTG MGIC Investment Corporation
-1.35%
-$3,671.13 
TXRH Texas Roadhouse Inc.
-1.33%
-$3,358.24 
MNST Monster Beverage Corporation
-1.3%
-$7,623.81 
DAL Delta Air Lines, Inc.
-1.3%
-$5,593.6 
FCX Freeport-McMoRan Inc.
-1.28%
-$7,085.07 
NYT New York Times Co.
-1.24%
-$2,860.42 
MDLZ Mondelez International, Inc.
-1.22%
-$7,683.85 
F Ford Motor Company
-1.21%
-$2,815.02 
TJX The TJX Companies, Inc.
-1.21%
-$20,453.65 
AIZ Assurant Inc.
-1.16%
-$3,675.47 
SHW The Sherwin-Williams Company
-1.16%
-$3,602.96 
SRE Sempra
-1.15%
-$2,812.93 
NEE NextEra Energy, Inc.
-1.15%
-$12,172.52 
WRB W.R. Berkley Corporation
-1.15%
-$2,946.72 
DE Deere & Company
-1.13%
-$11,457.98 
RCL Royal Caribbean Group
-1.13%
-$4,797.53 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,252.43 
IR Ingersoll Rand Inc.
-1.11%
-$4,809.04 
TXN Texas Instruments Inc
-1.08%
-$21,496.5 
LOW Lowe's Companies Inc.
-1.08%
-$12,612.13 
PLD Prologis Inc.
-1.08%
-$7,440.22 
MCK McKesson Corporation
-1.08%
-$11,184.01 
CTAS Cintas Corporation
-1.04%
-$7,091.25 
INTC Intel Corporation
-1.02%
-$36,394.62 
NDAQ Nasdaq, Inc.
-1.02%
-$2,590.87 
KO The Coca-Cola Company
-1.02%
-$23,788.8 
UPS United Parcel Service, Inc.
-1%
-$4,042.5 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$1,968.6 
PPL PPL Corporation
-0.98%
-$2,250.15 
VMC Vulcan Materials Company
-0.98%
-$2,635.27 
EW Edwards Lifesciences Corporation
-0.98%
-$2,878.95 
XOM Exxon Mobil Corporation
-0.97%
-$56,011.77 
MET MetLife Inc.
-0.97%
-$4,312.72 
MCHP Microchip Technology Incorporated
-0.96%
-$2,154.25 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$6,072 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$3,121.28 
ABOS Acumen Pharmaceuticals, Inc.
-0.92%
-$1,793.98 
JEF Jefferies Financial Group Inc.
-0.89%
-$7,067.27 
PGR Progressive Corporation
-0.87%
-$10,726.62 
O Realty Income Corporation
-0.87%
-$3,885.84 
VOYA Voya Financial Inc.
-0.84%
-$2,210.88 
GILD Gilead Sciences Inc.
-0.81%
-$6,116.06 
PCAR PACCAR Inc.
-0.81%
-$2,441.88 
MCO Moody's Corporation
-0.81%
-$2,677.21 
D Dominion Energy, Inc.
-0.8%
-$5,587.68 
KMB Kimberly-Clark Corporation
-0.8%
-$25,170.64 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$3,889.69 
HUM Humana Inc.
-0.76%
-$2,525.61 
GGG Graco Inc.
-0.76%
-$6,498.33 
UNM Unum Group
-0.76%
-$3,465.66 
CVS CVS Health Corporation
-0.75%
-$4,550.4 
SPGI S&P Global Inc.
-0.74%
-$6,361.06 
ED Consolidated Edison, Inc.
-0.74%
-$8,269.29 
MA Mastercard Incorporated
-0.74%
-$23,052.02 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$1,555.28 
BLK BlackRock, Inc.
-0.73%
-$7,150.07 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,928.31 
MAR Marriott International Inc. - Class A
-0.71%
-$3,752.43 
EVTR Eaton Vance Total Return Fund
-0.7%
-$4,200 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$1,496.25 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$2,773.8 
DUK Duke Energy Corporation
-0.67%
-$6,652.8 
BRO Brown & Brown Inc.
-0.66%
-$2,032.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$11,305.28 
AMGN Amgen Inc.
-0.64%
-$8,397.31 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$544,510.89 
GS The Goldman Sachs Group, Inc.
-0.63%
-$11,398.3 
AMT American Tower Corporation
-0.63%
-$2,453.02 
EFA iShares MSCI EAFE ETF
-0.62%
-$35,688.84 
EME EMCOR Group, Inc.
-0.62%
-$2,035.28 
PM Philip Morris International Inc.
-0.61%
-$18,540 
ECL Ecolab Inc.
-0.61%
-$2,166.57 
MSCI MSCI Inc.
-0.61%
-$1,365 
DHR Danaher Corporation
-0.61%
-$5,218.15 
ACGL Arch Capital Group Ltd
-0.6%
-$1,625.04 
ROST Ross Stores, Inc.
-0.59%
-$2,242.5 
SBUX Starbucks Corporation
-0.57%
-$3,619.8 
WAB Wabtec Corporation
-0.55%
-$6,124.8 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,176.66 
COF Capital One Financial Corporation
-0.54%
-$4,762.97 
LLY Eli Lilly and Company
-0.53%
-$39,532.37 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$1,391.54 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$2,101.43 
WELL Welltower Inc.
-0.51%
-$4,243.54 
ALL Allstate Corporation
-0.49%
-$3,692.04 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$1,397.04 
CHE Chemed Corporation
-0.47%
-$1,508.75 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,987.47 
IWM iShares Russell 2000 ETF
-0.47%
-$9,671.55 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.47%
-$30,081.15 
SPG Simon Property Group, Inc.
-0.46%
-$1,933.49 
CF CF Industries Holdings, Inc.
-0.46%
-$1,527.14 
PEP PepsiCo, Inc.
-0.46%
-$4,867.2 
DVY iShares Select Dividend ETF
-0.45%
-$3,159.99 
TRV The Travelers Companies, Inc.
-0.43%
-$2,671.57 
TEL TE Connectivity plc
-0.43%
-$1,895.7 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$5,611.91 
HD The Home Depot, Inc.
-0.42%
-$6,560.89 
MELI MercadoLibre, Inc.
-0.41%
-$988.06 
GL Globe Life Inc.
-0.4%
-$3,322.23 
AIG American International Group Inc.
-0.39%
-$2,038.25 
ETR Entergy Corporation
-0.38%
-$788.02 
VGT Vanguard Information Technology ETF
-0.38%
-$1,815.46 
AXP American Express Company
-0.38%
-$4,263.36 
FDX FedEx Corporation
-0.37%
-$1,980.3 
MDT Medtronic plc
-0.37%
-$2,147.52 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-0.37%
-$771.68 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$6,279.83 
RSG Republic Services, Inc.
-0.37%
-$2,550.6 
KVUE Kenvue Inc.
-0.36%
-$726.95 
TMUS T-Mobile US, Inc.
-0.36%
-$2,186.07 
FDVV Fidelity High Dividend ETF
-0.35%
-$1,971.64 
CL Colgate-Palmolive Company
-0.33%
-$2,099.1 
TFC Truist Financial Corporation
-0.33%
-$943.32 
SWKS Skyworks Solutions Inc.
-0.32%
-$820.6 
HTRB Hartford Total Return Bond ETF
-0.32%
-$78,792.35 
CEG Constellation Energy Corporation
-0.31%
-$3,100.68 
SMMD iShares Russell 2500 ETF
-0.29%
-$44,922.97 
VST Vistra Corp
-0.29%
-$1,255.17 
MTB M&T Bank Corporation
-0.29%
-$772.49 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$10,423.75 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,671.32 
VTV Vanguard Value ETF
-0.27%
-$1,497.39 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,325.6 
CNP CenterPoint Energy Inc.
-0.26%
-$508.86 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$74,433.75 
BX Blackstone Inc.
-0.25%
-$912.02 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,543.24 
A Agilent Technologies Inc.
-0.24%
-$549.46 
HUBB Hubbell Inc.
-0.24%
-$953.05 
COST Costco Wholesale Corporation
-0.24%
-$8,009.53 
VB Vanguard Small-Cap ETF
-0.22%
-$2,839.23 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,046.66 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,731.77 
KR Kroger Co.
-0.21%
-$629.28 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,646.06 
BKNG Booking Holdings Inc.
-0.18%
-$1,693.98 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$5,333.12 
FITB Fifth Third Bancorp
-0.16%
-$563.58 
LNT Alliant Energy Corporation
-0.15%
-$297.77 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$414.48 
ELV Elevance Health, Inc.
-0.15%
-$678.71 
TPR Tapestry Inc.
-0.14%
-$298.62 
IDV iShares International Select Dividend ETF
-0.14%
-$1,777.98 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$608.12 
MUB iShares National Muni Bond ETF
-0.11%
-$10,588.08 
CFG Citizens Financial Group, Inc.
-0.11%
-$264.88 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$33,813.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,974.25 
UFPT UFP Technologies Inc.
-0.1%
-$6,614.22 
SEIC SEI Investments Company
-0.06%
-$149.4 
VO Vanguard Mid-Cap ETF
-0.05%
-$440.8 
HOOD Robinhood Markets, Inc.
-0.05%
-$97.96 
JHG Janus Henderson Group plc
-0.04%
-$206.2 
V Visa Inc. Class A
-0.04%
-$1,865.51 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$8,271.01 
TGT Target Corporation
-0.01%
-$43 
UBER Uber Technologies, Inc.
-0.01%
-$104.22 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$29.86 Events
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Dividends
Dividend Analysis
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| Trades 3793 | Longs Won 2611/3793 68% | Profit Factor 20.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $770,217.18 |
| Average Win $145,612.9 | Best Trade (Aug 14) $25.35M | Sharpe Ratio -16.7 |
| Average Loss -$15,540.45 | Worst Trade (Sep 14) -$979,740.26 | Z-Score 25.41 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1d | Expectancy $95,359.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,616 | $214,653 | $223,605.92 | - | $8,952.92 | 4.17% | -0.245% |
| AAPL Apple Inc. | 129,671 | $23.78M | $40.06M | - | $16.27M | 68.42% | -7.354% |
| ABBV AbbVie Inc. | 15,393 | $2.7M | $3.86M | - | $1.16M | 42.86% | -2.513% |
| ABOS Acumen Pharmaceuticals, Inc. | 89,699 | $431,452 | $192,852.85 | - | -$238,599.15 | -55.3% | -0.922% |
| ABT Abbott Laboratories | 10,696 | $1.17M | $1.13M | - | -$40,236.41 | -3.44% | +0.085% |
| ACGL Arch Capital Group Ltd | 2,664 | $258,568 | $267,811.92 | - | $9,243.92 | 3.58% | -0.603% |
| ACN Accenture plc Class A | 4,544 | $830,239.64 | $753,940.48 | - | -$76,299.16 | -9.19% | +1.611% |
| ACWI iShares MSCI ACWI ETF | 82,074 | $11.77M | $12.84M | - | $1.07M | 9.11% | +0.495% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 41,024 | $2.35M | $3.09M | - | $733,348.58 | 31.16% | -0.172% |
| ADBE Adobe Inc. | 1,358 | $406,172.68 | $340,056.78 | - | -$66,115.9 | -16.28% | +1.013% |
| ADI Analog Devices, Inc. | 3,123 | $703,144.1 | $1.15M | - | $444,277.33 | 63.18% | +0.202% |
| ADP Automatic Data Processing Inc. | 2,850 | $697,264.02 | $759,410.97 | - | $62,146.95 | 8.91% | +0.982% |
| AEP American Electric Power Company, Inc. | 2,497 | $272,120.93 | $319,241.45 | - | $47,120.52 | 17.32% | +0.055% |
| AFL Aflac Inc. | 2,774 | $308,913.03 | $353,629.52 | - | $44,716.49 | 14.48% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 297,735 | $29.24M | $28.99M | - | -$251,828.31 | -0.86% | -0.256% |
| AIG American International Group Inc. | 6,575 | $434,534.64 | $516,663.5 | - | $82,128.86 | 18.9% | -0.393% |
| AIZ Assurant Inc. | 1,124 | $166,047.93 | $313,809.56 | - | $147,761.63 | 88.99% | -1.158% |
| AJG Arthur J. Gallagher & Co. | 1,396 | $352,639.04 | $348,190.32 | - | -$4,448.72 | -1.26% | -2.745% |
| AKAM Akamai Technologies Inc. | 15,772 | $1.27M | $1.82M | - | $547,828.87 | 43.18% | +1.257% |
| ALL Allstate Corporation | 2,840 | $608,297.63 | $749,987.16 | - | $141,689.53 | 23.29% | -0.49% |
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FAQ
Which stocks have generated the highest profits for Daniel Ronan?
The largest contributions to the portfolio's profits come from the following stocks: State Street Corp - $36.12M, Performant Healthcare, Inc - $8.12M, iShares Core S&P 500 ETF - $6.1M, iShares Core MSCI EAFE ETF - $5.1M, and ISHARES S&P 500 VALUE ETF - $3.02M. 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: Adobe Inc - $323,641.14, Pfizer Inc - $231,262.65, Target Corporation - $205,348.82, United Parcel Service, Inc - $189,507.01, and Nike, Inc. - Class B - $170,379.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Ronan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.24M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $5.02M, State Street Corp - $4.14M, iShares Core S&P 500 ETF - $3.78M, iShares Core U.S. Aggregate Bond ETF - $2.44M, and Hartford Total Return Bond ETF - $1.47M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Ronan's monthly returns?
Daniel Ronan'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 Daniel Ronan's strategy be considered aggressive or moderate?
Daniel Ronan'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 Daniel Ronan's strategy?
Daniel Ronan's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
