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:
115.87%
Gain +0.01%
Monthly
2.16%
Yearly
29.35%
Drawdown
26.63%
$986.99M
Equity
Holdings
$986.99M
Investment
$721.71M
$322.84M
Profit +$151,425.69
Realized
$54.93M
Unrealized
$267.91M
Dividends
$35.32M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$151,425.69
Win %
74%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$12.83M
Win %
74%
This Month
Compared to last month
Gain
-2.06%
Profit
-$20.77M
Win %
74%
This Year
Compared to last year
Gain
-2.11%
Profit
-$21.2M
Win %
74%
SNDK SanDisk Corporation
+25.99%
+$232,645.66 
ETN Eaton Corporation plc
+6.91%
+$117,021.79 
Q Qnity Electronics Inc.
+5.78%
+$9,019.45 
NEM Newmont Corporation
+4.84%
+$23,231.52 
CMI Cummins Inc.
+4.45%
+$33,077.48 
AMZN Amazon.com Inc
+3.9%
+$636,351.12 
TSLA Tesla, Inc.
+3.53%
+$140,312.12 
IWY iShares Russell Top 200 Growth ETF
+3.19%
+$32,889.05 
BMY Bristol-Myers Squibb Company
+2.79%
+$15,653.46 
TXN Texas Instruments Inc
+2.75%
+$53,100.35 
MGK Vanguard Mega Cap Growth ETF
+2.73%
+$21,508.25 
NVDA NVIDIA Corporation
+2.65%
+$817,979.49 
VRT Vertiv Holdings Co
+2%
+$5,958.57 
TWLO Twilio Inc.
+1.43%
+$2,864.85 
GE General Electric Company
+1.26%
+$32,479.65 
BAC Bank of America Corporation
+1.08%
+$31,579.02 
COP ConocoPhillips
+0.82%
+$8,495.28 
VO Vanguard Mid-Cap ETF
+0.46%
+$4,077.4 
ROST Ross Stores, Inc.
+0.24%
+$911.94 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$3,689.93 
TMO Thermo Fisher Scientific Inc.
+0.05%
+$704.27 
TGT Target Corporation
+0.05%
+$150.66 
HPE Hewlett Packard Enterprise Company
+0.03%
+$170.04 
DHR Danaher Corporation
+0.03%
+$263.06 
MS Morgan Stanley
+0.03%
+$491.58 
EQT EQT Corporation
+0.03%
+$125.34 
CVX Chevron Corporation
+0.02%
+$404.76 
BX Blackstone Inc.
+0.01%
+$57.03 
BNY BlackRock New York Municipal Income Trust
+0.01%
+$41.54 
IR Ingersoll Rand Inc.
+0.01%
+$51.16 
MMM 3M Company
+0.01%
+$48.6 
GLW Corning Incorporated
+0.01%
+$86.78 
A Agilent Technologies Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ABOS Acumen Pharmaceuticals, Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ACGL Arch Capital Group Ltd
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AIG American International Group Inc.
0%
$0 
AIZ Assurant Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
AKAM Akamai Technologies Inc.
0%
$0 
ALL Allstate Corporation
0%
-$0.03 
AMAT Applied Materials, Inc.
0%
-$0.08 
AMD Advanced Micro Devices, Inc.
0%
$0 
AME Ametek Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
+$0.03 
AMT American Tower Corporation
0%
+$0.02 
ANET Arista Networks, Inc.
0%
$0 
AON Aon plc
0%
$0 
APD Air Products and Chemicals, Inc.
0%
+$0.02 
APH Amphenol Corporation
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
+$0.02 
AVGO Broadcom Inc.
0%
$0 
AVT Avnet Inc.
0%
$0 
AWK American Water Works Company, Inc.
0%
+$0.02 
AXP American Express Company
0%
$0 
AYI Acuity Brands Inc.
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
AZO AutoZone Inc.
0%
+$0.01 
BA Boeing Company
0%
+$0.01 
BDX Becton, Dickinson and Company
0%
$0 
BJ BJ's Wholesale Club Holdings, Inc.
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BKR Baker Hughes Company
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BN Brookfield Corporation
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BRO Brown & Brown Inc.
0%
$0 
BYD Boyd Gaming Corporation
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CASY Casey's General Stores Inc.
0%
+$0.01 
CAT Caterpillar Inc.
0%
$0 
CBOE Cboe Global Markets Inc.
0%
$0 
CBRE CBRE Group Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CF CF Industries Holdings, Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CGGO Capital Group Global Growth Equity ETF
0%
$0 
CHD Church & Dwight Co., Inc.
0%
$0 
CHE Chemed Corporation
0%
$0 
CI The Cigna Group
0%
$0 
CIEN Ciena Corporation
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CMCSA Comcast Corp
0%
$0 
CME CME Group Inc.
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
COF Capital One Financial Corporation
0%
-$0.04 
COHR Coherent Corp.
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CPAY Corpay, Inc.
0%
-$0.01 
CRM Salesforce Inc
0%
$0 
CRS Carpenter Technology Corporation
0%
$0 
CRUS Cirrus Logic, Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CTAS Cintas Corporation
0%
$0 
CTSH Cognizant Technology Solutions Corporation
0%
$0 
CVS CVS Health Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
-$0.02 
DELL Dell Technologies Inc.
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DLR Digital Realty Trust, Inc.
0%
+$0.01 
DMAC DiaMedica Therapeutics Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVN Devon Energy Corporation
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
ELV Elevance Health, Inc.
0%
-$0.01 
EME EMCOR Group, Inc.
0%
+$0.01 
EMR Emerson Electric Co.
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQIX Equinix, Inc.
0%
$0 
ES Eversource Energy
0%
$0 
ETR Entergy Corporation
0%
$0 
EVTR Eaton Vance Total Return Fund
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
EXC Exelon Corporation
0%
+$0.01 
EXPD Expeditors International of Washington, Inc.
0%
$0 
FAST Fastenal Co.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDS FactSet Research Systems Inc.
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FDX FedEx Corporation
0%
+$0.02 
FFIV F5 Inc.
0%
$0 
FHI Federated Hermes Inc.
0%
-$0.01 
FITB Fifth Third Bancorp
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FLEX Flex Ltd.
0%
+$0.01 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FTNT Fortinet Inc.
0%
$0 
G2004J103
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GGG Graco Inc.
0%
$0 
GHYB Goldman Sachs Access High Yield Corporate Bond ETF
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GL Globe Life Inc.
0%
+$0.05 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GSAT Globalstar, Inc.
0%
$0 
GWW W.W. Grainger, Inc.
0%
-$0.02 
HCA HCA Healthcare Inc.
0%
+$0.01 
HD The Home Depot, Inc.
0%
$0 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HTRB Hartford Total Return Bond ETF
0%
$0 
HUBB Hubbell Inc.
0%
+$0.01 
HUM Humana Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
ILCG iShares Morningstar Growth ETF
0%
$0 
INTC Intel Corporation
0%
$0 
INTU Intuit Inc.
0%
$0 
IOO iShares Global 100 ETF
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
ITW Illinois Tool Works Inc.
0%
-$0.02 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
-$0.01 
IWM iShares Russell 2000 ETF
0%
-$0.07 
IWN iShares Russell 2000 Value ETF
0%
-$0.03 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWV ISHARES RUSSELL 3000 ETF
0%
$0 
IWX iShares Russell Top 200 Value ETF
0%
$0 
JBL Jabil Inc.
0%
-$0.01 
JCI Johnson Controls International plc
0%
$0 
JEF Jefferies Financial Group Inc.
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
JLL Jones Lang LaSalle Inc.
0%
$0 
JNK SPDR Bloomberg High Yield Bond ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
-$0.05 
KR Kroger Co.
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LEN Lennar Corporation
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LIN Linde plc
0%
$0 
LITE Lumentum Holdings Inc.
0%
+$0.01 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
LRCX Lam Research Corporation
0%
-$0.08 
MA Mastercard Incorporated
0%
-$0.05 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MCD McDonald's Corporation
0%
+$0.04 
MCHP Microchip Technology Incorporated
0%
$0 
MCK McKesson Corporation
0%
$0 
MCO Moody's Corporation
0%
+$0.01 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.02 
MELI MercadoLibre, Inc.
0%
-$0.01 
MET MetLife Inc.
0%
$0 
MKSI MKS Instruments Inc.
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
+$0.01 
MNST Monster Beverage Corporation
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSCI MSCI Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSI Motorola Solutions, Inc.
0%
-$0.01 
MSM MSC Industrial Direct Co., Inc.
0%
$0 
MTB M&T Bank Corporation
0%
$0 
MTG MGIC Investment Corporation
0%
$0 
MU Micron Technology, Inc.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NEU NewMarket Corporation
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
+$0.02 
NOW ServiceNow, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
+$0.02 
NTAP NetApp, Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
NVT nVent Electric plc
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
NYT New York Times Co.
0%
$0 
O Realty Income Corporation
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
+$0.01 
OHI Omega Healthcare Investors Inc.
0%
$0 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
ONEQ Fidelity Nasdaq Composite Index Fund
0%
$0 
ORCL Oracle Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
+$0.06 
PAYX Paychex Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PGR Progressive Corporation
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PLD Prologis Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
-$0.02 
PPL PPL Corporation
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
-$0.01 
QCOM QUALCOMM Incorporated
0%
+$0.1 
QLYS Qualys, Inc.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RCL Royal Caribbean Group
0%
+$0.01 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.01 
RLY SPDR SSGA Multi-Asset Real Return ETF
0%
$0 
RMD ResMed Inc.
0%
+$0.01 
ROK Rockwell Automation, Inc.
0%
-$0.01 
RSG Republic Services, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
RVMD Revolution Medicines Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SEIC SEI Investments Company
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SLB Schlumberger Limited
0%
$0 
SMMD iShares Russell 2500 ETF
0%
$0 
SNDR Schneider National, Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SNX TD Synnex Corporation
0%
+$0.02 
SO The Southern Company
0%
-$0.02 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPGI S&P Global Inc.
0%
-$0.02 
SPY SPDR S&P 500 ETF Trust
0%
$0 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SRE Sempra
0%
$0 
STT State Street Corp
0%
+$1.59 
STX Seagate Technology Holdings plc
0%
+$0.01 
SUB iShares Short-Term National Muni Bond ETF
0%
+$0.01 
SWKS Skyworks Solutions Inc.
0%
$0 
SYF Synchrony Financial
0%
$0 
SYK Stryker Corporation
0%
$0 
SYY Sysco Corporation
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
TDY Teledyne Technologies Incorporated
0%
$0 
TEL TE Connectivity plc
0%
$0 
TER Teradyne, Inc.
0%
$0 
TFC Truist Financial Corporation
0%
$0 
THG Hanover Insurance Group, Inc.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TPR Tapestry Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
-$0.01 
TROW T. Rowe Price Group, Inc.
0%
$0 
TRV The Travelers Companies, Inc.
0%
-$0.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
+$0.02 
TTWO Take-Two Interactive Software, Inc.
0%
+$0.01 
TW Tradeweb Markets Inc.
0%
$0 
TXRH Texas Roadhouse Inc.
0%
$0 
UAL United Airlines Holdings, Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UFPT UFP Technologies Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
-$0.08 
UNM Unum Group
0%
$0 
UNP Union Pacific Corporation
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
UTHR United Therapeutics Corporation
0%
$0 
V Visa Inc. Class A
0%
-$0.13 
VB Vanguard Small-Cap ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VIOO Vanguard S&P Small-Cap 600 ETF
0%
$0 
VLO Valero Energy Corporation
0%
-$0.03 
VMC Vulcan Materials Company
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOYA Voya Financial Inc.
0%
$0 
VRSN Verisign Inc.
0%
-$0.02 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.01 
VST Vistra Corp
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.14 
VTR Ventas Inc.
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
-$0.01 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WAB Wabtec Corporation
0%
-$0.04 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WDC Western Digital Corporation
0%
$0 
WELL Welltower Inc.
0%
-$0.01 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WRB W.R. Berkley Corporation
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
META Meta Platforms Inc Class A
-7.95%
-$661,855.08 
ADBE Adobe Inc.
-5.89%
-$21,089.73 
WDAY Workday Inc.
-5.89%
-$27,076.48 
LOPE Grand Canyon Education Inc.
-5.76%
-$16,698.42 
ACN Accenture plc Class A
-5.71%
-$44,894.72 
ROP Roper Technologies Inc.
-4.61%
-$17,446.15 
JNJ Johnson & Johnson
-3.66%
-$241,458.57 
CB Chubb Limited
-3.25%
-$43,192.96 
T AT&T Inc.
-3.05%
-$30,720.59 
MDLZ Mondelez International, Inc.
-2.94%
-$19,059.89 
F Ford Motor Company
-2.75%
-$6,568.38 
LOW Lowe's Companies Inc.
-2.6%
-$31,113.54 
DIS The Walt Disney Company
-2.36%
-$17,144.8 
ED Consolidated Edison, Inc.
-2.31%
-$26,441.31 
SPG Simon Property Group, Inc.
-2.19%
-$9,342.19 
MDT Medtronic plc
-2.09%
-$12,281.13 
IDXX IDEXX Laboratories, Inc.
-1.93%
-$5,002.33 
DE Deere & Company
-1.88%
-$19,343.82 
MAR Marriott International Inc. - Class A
-1.48%
-$7,986.24 
TJX The TJX Companies, Inc.
-1.47%
-$25,247.61 
AAPL Apple Inc.
-1.41%
-$617,232.66 
CTVA Corteva Inc.
-1.29%
-$4,894.11 
DOW Dow Inc.
-1.18%
-$2,847.6 
VNQ Vanguard Real Estate ETF
-1.16%
-$2,549.43 
DHI D.R. Horton, Inc.
-1.11%
-$2,518.35 
DVY iShares Select Dividend ETF
-1.09%
-$7,856.31 
PFE Pfizer Inc.
-0.95%
-$6,036 
GOOGL Alphabet Inc
-0.91%
-$138,408.55 
EOG EOG Resources, Inc.
-0.29%
-$1,751.82 
BSX Boston Scientific Corporation
-0.09%
-$350.41 
VICI Vici Properties Inc.
-0.07%
-$642.62 
BEDY BNY Mellon Enhanced Dividend and Income ETF
0%
-$1.59 Events
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Dividends
Dividend Analysis
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| Trades 3793 | Longs Won 2621/3793 69% | Profit Factor 18.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $706,830.9 |
| Average Win $130,115.45 | Best Trade (Jul 31) $22.26M | Sharpe Ratio -15.74 |
| Average Loss -$15,523.59 | Worst Trade (Jul 31) -$587,166.76 | Z-Score 30.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1d | Expectancy $85,114.4 |
| 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 | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
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Returns
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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 - $207,845.14, United Parcel Service, Inc - $195,821.01, 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 $35.32M 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 - $2.24M, and Hartford Total Return Bond ETF - $1.29M. 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 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.
