CPA

Cornell P. Abod Portfolio

Invests via Beacon Investment Advisors LLC | Managed by Cornell P. Abod
Invests via Beacon Investment Advisors LLC
Managed by Cornell P. Abod
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Cornell P. Abod Profile

Cornell P. Abod stands out as a dynamic entrepreneur with deep roots in technology-driven business development. He has successfully founded and led multiple startups that leverage innovative solutions to address pressing market needs. His hands-on experience in operational management has equipped him with unique insights into scaling ventures effectively within competitive landscapes. With a focus on emerging technologies, Cornell plays a pivotal role in fostering innovation and driving growth at the intersection of entrepreneurship and tech advancement. His influence extends through strategic partnerships and community engagements that aim to inspire the next generation of innovators.

Cornell P. Abod stands out as a dynamic entrepreneur with deep roots in technology-driven business development. He has successfully founded and led multiple startups that leverage innovative solutions to address pressing market needs. His hands-on experience in operational management has equipped him with unique insights into scaling ventures effectively within competitive landscapes. With a focus on emerging technologies, Cornell plays a pivotal role in fostering innovation and driving growth at the intersection of entrepreneurship and tech advancement. His influence extends through strategic partnerships and community engagements that aim to inspire the next generation of innovators.

Investment Philosophy & Strategy

Innovation serves as the cornerstone of Cornell P. Abod's investment strategy, with an unwavering focus on harnessing technology to transform market challenges into opportunities. His extensive experience in entrepreneurship allows him to identify and capitalize on nascent trends while ensuring that ventures remain adaptable and resilient amidst change. Prioritizing dynamic growth sectors, he navigates competitive landscapes by building strategic alliances and fostering collaborative ecosystems. This approach not only enhances value creation but also nurtures a pipeline of groundbreaking solutions poised for impactful disruption.

Innovation serves as the cornerstone of Cornell P. Abod's investment strategy, with an unwavering focus on harnessing technology to transform market challenges into opportunities. His extensive experience in entrepreneurship allows him to identify and capitalize on nascent trends while ensuring that ventures remain adaptable and resilient amidst change. Prioritizing dynamic growth sectors, he navigates competitive landscapes by building strategic alliances and fostering collaborative ecosystems. This approach not only enhances value creation but also nurtures a pipeline of groundbreaking solutions poised for impactful disruption.

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:
30.72%
Gain +1.69%
Monthly
0.83%
Yearly
10.43%
Drawdown
15.45%
$299.26M
Equity
Holdings
$299.26M
Investment
$200.68M
$103.5M
Profit +$6M
Realized
$4.92M
Unrealized
$98.58M
Dividends
$13.02M

Goals

Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.69%
Profit
$6M
Win %
69%
This Week
Compared To Last Week
Gain
1.87%
Profit
$5.5M
Win %
69%
This Month
Compared to last month
Gain
2.03%
Profit
$5.95M
Win %
69%
This Year
Compared to last year
Gain
12.54%
Profit
$33.45M
Win %
69%
SanDisk Corporation logo
SNDK SanDisk Corporation
+14.95%
+$137,083.86
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+10.81%
+$2.09M
International Paper Company logo
IP International Paper Company
+10.3%
+$32,800
Kohl's Corporation logo
KSS Kohl's Corporation
+9.89%
+$33,192.94
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+8.18%
+$402,851.75
Western Digital Corporation logo
WDC Western Digital Corporation
+7.32%
+$64,225.27
Generac Holdings Inc. logo
GNRC Generac Holdings Inc.
+7.02%
+$506,537.86
Royal Caribbean Group logo
RCL Royal Caribbean Group
+7%
+$221,229.1
Southwest Airlines Co. logo
LUV Southwest Airlines Co.
+6.35%
+$39,697.22
Honeywell International Inc. logo
HON Honeywell International Inc.
+6.15%
+$96,912.83
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+6.08%
+$99,692.36
Ryanair Holdings plc American Depositary Receipt logo
RYAAY Ryanair Holdings plc American Depositary Receipt
+5.96%
+$218,785
Evolv Technologies Holdings, Inc. logo
EVLV Evolv Technologies Holdings, Inc.
+5.82%
+$13,781.9
Constellium SE logo
CSTM Constellium SE
+5.54%
+$591,808.46
FedEx Corporation logo
FDX FedEx Corporation
+5.5%
+$152,105.85
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+5.49%
+$33,090.5
General Dynamics Corporation logo
GD General Dynamics Corporation
+5.39%
+$15,893.27
Amgen Inc. logo
AMGN Amgen Inc.
+5.23%
+$32,618
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
+4.98%
+$89,194.42
Corning Incorporated logo
GLW Corning Incorporated
+4.96%
+$30,858
Newmont Corporation logo
NEM Newmont Corporation
+4.91%
+$45,550
Eaton Corporation plc logo
ETN Eaton Corporation plc
+4.88%
+$16,387.46
Coinbase Global, Inc. logo
COIN Coinbase Global, Inc.
+4.71%
+$17,201.6
Caterpillar Inc. logo
CAT Caterpillar Inc.
+4.66%
+$202,409.23
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+4.62%
+$18,275.03
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+4.58%
+$156,163.71
Fortinet Inc. logo
FTNT Fortinet Inc.
+4.26%
+$54,487.68
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
+3.9%
+$17,310
RTX Corporation logo
RTX RTX Corporation
+3.72%
+$62,587.8
Genuine Parts Company logo
GPC Genuine Parts Company
+3.64%
+$26,550.51
Darden Restaurants, Inc. logo
DRI Darden Restaurants, Inc.
+3.47%
+$72,753.3
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
+3.38%
+$11,825.6
Bassett Furniture Industries Inc. logo
BSET Bassett Furniture Industries Inc.
+3.36%
+$20,259.08
Citigroup Inc. logo
C Citigroup Inc.
+3.22%
+$9,845.55
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
+3.09%
+$72,696.25
Cummins Inc. logo
CMI Cummins Inc.
+3.08%
+$9,404.14
Blue Owl Capital Inc. logo
OWL Blue Owl Capital Inc.
+3.01%
+$46,940.64
Ryman Hospitality Properties, Inc. logo
RHP Ryman Hospitality Properties, Inc.
+3%
+$108,295.2
Heartland Express Inc. logo
HTLD Heartland Express Inc.
+2.85%
+$29,135.05
Acuity Brands Inc. logo
AYI Acuity Brands Inc.
+2.75%
+$13,244
Marriott International Inc. - Class A logo
MAR Marriott International Inc. - Class A
+2.49%
+$216,297.37
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+2.44%
+$14,157.04
Capital One Financial Corporation logo
COF Capital One Financial Corporation
+2.43%
+$43,536.96
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+2.41%
+$150,876.44
NVR, Inc. logo
NVR NVR, Inc.
+2.41%
+$66,332.23
Pfizer Inc. logo
PFE Pfizer Inc.
+2.4%
+$10,911.33
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+2.38%
+$5,358.89
ABM Industries Inc. logo
ABM ABM Industries Inc.
+2.3%
+$35,742.03
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+2.28%
+$31,930.11
Taiwan Semiconductor Manufacturing Co. Ltd. ADR logo
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.25%
+$8,408.73
DigitalOcean Holdings Inc. logo
DOCN DigitalOcean Holdings Inc.
+2.22%
+$11,643.2
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.19%
+$18,299.64
Texas Roadhouse Inc. logo
TXRH Texas Roadhouse Inc.
+2.17%
+$18,860.26
Diageo plc Sponsored ADR logo
DEO Diageo plc Sponsored ADR
+2.14%
+$42,934.68
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.11%
+$25,576
Haemonetics Corporation logo
HAE Haemonetics Corporation
+2.09%
+$61,239.75
Titan International Inc. logo
TWI Titan International Inc.
+2.01%
+$33,629.71
Cracker Barrel Old Country Store, Inc. logo
CBRL Cracker Barrel Old Country Store, Inc.
+1.96%
+$18,992.1
Kimco Realty Corporation logo
KIM Kimco Realty Corporation
+1.87%
+$9,077.25
Redwood Trust Inc. logo
RWT Redwood Trust Inc.
+1.86%
+$22,971.95
SPDR Dow Jones Industrial Average ETF Trust logo
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$5,747.4
Sinclair, Inc. logo
SBGI Sinclair, Inc.
+1.83%
+$14,559.22
American Express Company logo
AXP American Express Company
+1.79%
+$86,386.77
Atlantic Union Bankshares Corporation logo
AUB Atlantic Union Bankshares Corporation
+1.77%
+$23,428.37
Snap-on Inc. logo
SNA Snap-on Inc.
+1.76%
+$6,538.36
Iron Mountain Inc. logo
IRM Iron Mountain Inc.
+1.73%
+$20,043.38
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
+1.73%
+$4,798.28
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+1.69%
+$10,257.13
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+1.66%
+$10,139.6
Deere & Company logo
DE Deere & Company
+1.66%
+$83,696.43
LKQ Corporation logo
LKQ LKQ Corporation
+1.61%
+$4,756.82
Ferguson Enterprises Inc logo
FERG Ferguson Enterprises Inc
+1.54%
+$20,663.12
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+1.52%
+$32,032.63
T. Rowe Price Group, Inc. logo
TROW T. Rowe Price Group, Inc.
+1.49%
+$16,106.52
International Business Machines Corporation logo
IBM International Business Machines Corporation
+1.41%
+$7,734.65
Baxter International Inc. logo
BAX Baxter International Inc.
+1.38%
+$11,951.24
Sysco Corporation logo
SYY Sysco Corporation
+1.36%
+$23,113.07
U.S. Bancorp logo
USB U.S. Bancorp
+1.34%
+$3,295.36
Amazon.com Inc logo
AMZN Amazon.com Inc
+1.31%
+$7,480.7
Prudential Financial, Inc. logo
PRU Prudential Financial, Inc.
+1.31%
+$7,121.12
Tractor Supply Company logo
TSCO Tractor Supply Company
+1.25%
+$3,075.38
Apple Inc. logo
AAPL Apple Inc.
+1.2%
+$129,892.37
Bank of America Corporation logo
BAC Bank of America Corporation
+1.04%
+$47,440.53
Digital Realty Trust, Inc. logo
DLR Digital Realty Trust, Inc.
+1%
+$2,170.19
Cal-Maine Foods Inc. logo
CALM Cal-Maine Foods Inc.
+0.99%
+$12,928.5
Buckle Inc. logo
BKE Buckle Inc.
+0.97%
+$16,016.21
Fastenal Co. logo
FAST Fastenal Co.
+0.91%
+$14,745.82
Brookfield Renewable Corporation logo
BEPC Brookfield Renewable Corporation
+0.88%
+$4,106.85
Simon Property Group, Inc. logo
SPG Simon Property Group, Inc.
+0.86%
+$7,246.8
American Financial Group Inc. logo
AFG American Financial Group Inc.
+0.84%
+$2,220
Cintas Corporation logo
CTAS Cintas Corporation
+0.83%
+$3,365.27
Murphy USA Inc. logo
MUSA Murphy USA Inc.
+0.8%
+$10,864.24
Abbott Laboratories logo
ABT Abbott Laboratories
+0.78%
+$5,266.02
Brookfield Renewable Partners L.P. logo
BEP Brookfield Renewable Partners L.P.
+0.77%
+$3,284.28
Weyerhaeuser Company logo
WY Weyerhaeuser Company
+0.77%
+$2,423.87
Graham Holdings Co. logo
GHC Graham Holdings Co.
+0.75%
+$24,835.17
Renaissancere Holdings Ltd. logo
RNR Renaissancere Holdings Ltd.
+0.72%
+$3,518.16
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.72%
+$3,248.19
National Storage Affiliates Trust logo
NSA National Storage Affiliates Trust
+0.72%
+$5,687.5
Markel Group Inc. logo
MKL Markel Group Inc.
+0.68%
+$4,001.97
Shenandoah Telecommunications Company logo
SHEN Shenandoah Telecommunications Company
+0.68%
+$3,556.3
Invesco Large Cap Value ETF logo
PWV Invesco Large Cap Value ETF
+0.68%
+$2,088.45
F5 Inc. logo
FFIV F5 Inc.
+0.67%
+$16,305.38
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+0.66%
+$7,894.77
Arthur J. Gallagher & Co. logo
AJG Arthur J. Gallagher & Co.
+0.62%
+$1,457.68
First Trust Value Line Dividend Index Fund logo
FVD First Trust Value Line Dividend Index Fund
+0.54%
+$2,040.48
Wells Fargo & Company logo
WFC Wells Fargo & Company
+0.54%
+$1,187.56
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
+0.51%
+$3,910.95
MSC Industrial Direct Co., Inc. logo
MSM MSC Industrial Direct Co., Inc.
+0.37%
+$6,236.29
United Bankshares, Inc. logo
UBSI United Bankshares, Inc.
+0.36%
+$876.96
Ocular Therapeutix Inc. logo
OCUL Ocular Therapeutix Inc.
+0.34%
+$12,926.28
Dominion Energy, Inc. logo
D Dominion Energy, Inc.
+0.32%
+$1,591
Medtronic plc logo
MDT Medtronic plc
+0.29%
+$1,985.98
Enbridge Inc. logo
ENB Enbridge Inc.
+0.29%
+$6,006.33
Utz Brands, Inc. logo
UTZ Utz Brands, Inc.
+0.28%
+$446.82
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.24%
+$3,296.25
Comcast Corp logo
CMCSA Comcast Corp
+0.23%
+$914.04
Realty Income Corporation logo
O Realty Income Corporation
+0.19%
+$945
General Mills, Inc. logo
GIS General Mills, Inc.
+0.19%
+$1,278.48
Leidos Holdings Inc. logo
LDOS Leidos Holdings Inc.
+0.15%
+$1,558.62
Alphabet Inc logo
GOOG Alphabet Inc
+0.13%
+$741.96
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.09%
+$10,898.62
Yields for You Strategy A ETF logo
YFYA Yields for You Strategy A ETF
+0.05%
+$115.28
logo
22410JAB2
0%
$0
logo
758075AF2
0%
$0
Coterra Energy Inc. logo
CTRA Coterra Energy Inc.
0%
$0
Golden Entertainment Inc. logo
GDEN Golden Entertainment Inc.
0%
$0
logo
LEN
0%
$0
logo
MRP
0%
$0
Owl Rock Capital Corporation logo
ORCC Owl Rock Capital Corporation
0%
$0
ConocoPhillips logo
COP ConocoPhillips
-3.49%
-$10,190.48
Intuit Inc. logo
INTU Intuit Inc.
-2.66%
-$73,307.88
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-2.6%
-$37,426.52
Archer-Daniels-Midland Co logo
ADM Archer-Daniels-Midland Co
-2.53%
-$44,384.76
Salesforce Inc logo
CRM Salesforce Inc
-2.35%
-$31,002.24
Waste Management, Inc. logo
WM Waste Management, Inc.
-2.17%
-$7,544.67
Chevron Corporation logo
CVX Chevron Corporation
-1.94%
-$25,174.88
GreenFi Redwood Fund logo
REDWX GreenFi Redwood Fund
-1.94%
-$595.8
Phillips 66 logo
PSX Phillips 66
-1.88%
-$32,006.26
Microsoft Corp. logo
MSFT Microsoft Corp.
-1.83%
-$208,766.75
PennantPark Floating Rate Capital Ltd. logo
PFLT PennantPark Floating Rate Capital Ltd.
-1.79%
-$3,095.17
Samsara Inc. Class A Common Stock logo
IOT Samsara Inc. Class A Common Stock
-1.73%
-$6,752.88
Dow Inc. logo
DOW Dow Inc.
-1.64%
-$5,600
Valero Energy Corporation logo
VLO Valero Energy Corporation
-1.47%
-$64,454.59
BJ's Wholesale Club Holdings, Inc. logo
BJ BJ's Wholesale Club Holdings, Inc.
-1.43%
-$23,893.32
Kinder Morgan, Inc. logo
KMI Kinder Morgan, Inc.
-1.23%
-$7,976.67
Saul Centers Inc. logo
BFS Saul Centers Inc.
-1.19%
-$14,306.4
Akre Focus ETF logo
AKRE Akre Focus ETF
-1.05%
-$28,823.68
Philip Morris International Inc. logo
PM Philip Morris International Inc.
-1.01%
-$2,998.85
LPL Financial Holdings Inc. logo
LPLA LPL Financial Holdings Inc.
-0.99%
-$26,725.56
The Coca-Cola Company logo
KO The Coca-Cola Company
-0.96%
-$17,659.28
Netflix, Inc. logo
NFLX Netflix, Inc.
-0.9%
-$4,723.42
Vici Properties Inc. logo
VICI Vici Properties Inc.
-0.86%
-$3,273.69
Gladstone Commercial Corporation logo
GOOD Gladstone Commercial Corporation
-0.82%
-$4,606.27
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.81%
-$45,450.15
Canadian National Railway Company logo
CNI Canadian National Railway Company
-0.8%
-$12,629.3
Omega Healthcare Investors Inc. logo
OHI Omega Healthcare Investors Inc.
-0.7%
-$5,600
Invitation Homes Inc. logo
INVH Invitation Homes Inc.
-0.61%
-$2,951.46
HealthEquity Inc. logo
HQY HealthEquity Inc.
-0.55%
-$23,706.75
NewtekOne, Inc. 8.500% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B logo
NEWTP NewtekOne, Inc. 8.500% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B
-0.55%
-$2,257.61
Duke Energy Corporation logo
DUK Duke Energy Corporation
-0.47%
-$1,932.25
The Southern Company logo
SO The Southern Company
-0.42%
-$2,917.2
WEC Energy Group Inc. logo
WEC WEC Energy Group Inc.
-0.39%
-$1,293.62
American Homes 4 Rent logo
AMH American Homes 4 Rent
-0.27%
-$750.78
Intellicheck, Inc. logo
IDN Intellicheck, Inc.
-0.25%
-$119.26
Walmart Inc. logo
WMT Walmart Inc.
-0.22%
-$9,784.8
SentinelOne Inc. logo
S SentinelOne Inc.
-0.17%
-$534.67
Procter & Gamble Co logo
PG Procter & Gamble Co
-0.17%
-$633.01
Alphabet Inc logo
GOOGL Alphabet Inc
-0.1%
-$3,214.88
Casey's General Stores Inc. logo
CASY Casey's General Stores Inc.
-0.03%
-$2,506
AT&T Inc. logo
T AT&T Inc.
-0.02%
-$100.52
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Dividends

Dividend Analysis

Yearly
$
Trades
1766
Longs Won
1133/1766 64%
Profit Factor
7.49
Profitability
Shorts Won
0/0 0%
Standard Deviation
$440,775.8
Average Win
$105,433.51
Best Trade
(Jun 11) $9.87M
Sharpe Ratio
-6.59
Average Loss
-$25,201.38
Worst Trade
(Jun 10) -$913,617.58
Z-Score
14.56 (100%)
Commissions
$0
Avg. Trade Length
1y 8m 1w 2d
Expectancy
$58,609.12
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 11,905 10,714 9,524 8,333 7,143 5,952 4,762 3,571 2,381 1,190
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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Account USV