Cornell P. Abod

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
Automatically Tracked
Tracking: 0 Updated: Oct 23 at 04:01 PM
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:
83.45%
Gain -0.4%
Monthly
1.44%
Yearly
18.68%
Drawdown
23.69%
$305.3M
Equity
Holdings
$305.3M
Investment
$207.85M
$102.12M
Profit -$570,301.31
Realized
$4.66M
Unrealized
$97.46M
Dividends
$15.57M

Goals

Avg. 42% completed goals
Yearly
Gain > 5%
2026
0%
Yearly
Gain < 20%
2026
84%
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$570,301.31
Win %
69%
This Week
Compared To Last Week
Gain
0.33%
Profit
$1.01M
Win %
69%
This Month
Compared to last month
Gain
1.64%
Profit
$4.91M
Win %
69%
This Year
Compared to last year
Gain
-3.26%
Profit
-$10.27M
Win %
69%
Robert Half Inc. logo
RHI Robert Half Inc.
+22%
+$401,683.66
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+6.62%
+$53,837.88
Devon Energy Corporation logo
DVN Devon Energy Corporation
+4.76%
+$25,709.58
Safe & Green Holdings Corp. logo
S Safe & Green Holdings Corp.
+4.62%
+$22,242.48
ConocoPhillips logo
COP ConocoPhillips
+4.47%
+$15,871.38
Fortinet, Inc. logo
FTNT Fortinet, Inc.
+3.58%
+$57,018.78
MSC Industrial Direct Co., Inc. Class A logo
MSM MSC Industrial Direct Co., Inc. Class A
+3.42%
+$55,613.25
Murphy USA Inc. logo
MUSA Murphy USA Inc.
+2.84%
+$33,007.01
HealthEquity, Inc. logo
HQY HealthEquity, Inc.
+2.8%
+$203,191.17
Chevron Corporation logo
CVX Chevron Corporation
+2.78%
+$43,248.81
Kinder Morgan Inc. logo
KMI Kinder Morgan Inc.
+2.68%
+$18,509.97
Advanced Micro Devices Inc. logo
AMD Advanced Micro Devices Inc.
+2.68%
+$147,872.9
ExxonMobil Holdings Corporation logo
XOM ExxonMobil Holdings Corporation
+2.67%
+$45,738.84
Intel Corporation logo
INTC Intel Corporation
+2.64%
+$5,010.42
Evolv Technologies Holdings, Inc. Class A Common Stock logo
EVLV Evolv Technologies Holdings, Inc. Class A Common Stock
+2.5%
+$4,661.52
Dow Inc. logo
DOW Dow Inc.
+2.28%
+$7,250
Sandisk Corp. logo
SNDK Sandisk Corp.
+2.17%
+$15,244.56
Applied Materials Inc. logo
AMAT Applied Materials Inc.
+2.03%
+$296,619.87
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+1.85%
+$102,608.54
Samsara Inc. Class A Common Stock logo
IOT Samsara Inc. Class A Common Stock
+1.65%
+$8,605.44
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+1.63%
+$6,352.89
Regal Rexnord Corporation logo
RRX Regal Rexnord Corporation
+1.49%
+$12,676.5
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+1.42%
+$21,044.26
Corning Incorporated logo
GLW Corning Incorporated
+1.35%
+$6,214.32
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+1.19%
+$45,561.02
Archer-Daniels-Midland Company logo
ADM Archer-Daniels-Midland Company
+1.05%
+$18,016.32
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
+0.97%
+$3,582.25
Haemonetics Corporation logo
HAE Haemonetics Corporation
+0.94%
+$40,640.93
F5, Inc. logo
FFIV F5, Inc.
+0.83%
+$22,575.14
International Business Machines Corporation logo
IBM International Business Machines Corporation
+0.81%
+$4,098.36
Phillips 66 logo
PSX Phillips 66
+0.79%
+$21,058.24
United Bankshares Inc. logo
UBSI United Bankshares Inc.
+0.78%
+$2,096.46
Microsoft Corporation Common Stock logo
MSFT Microsoft Corporation Common Stock
+0.78%
+$116,888.59
Digital Realty Trust Inc. logo
DLR Digital Realty Trust Inc.
+0.72%
+$1,491.72
Iron Mountain Inc. logo
IRM Iron Mountain Inc.
+0.66%
+$6,839.37
KLA Corporation logo
KLAC KLA Corporation
+0.52%
+$903.98
Leidos Holdings, Inc. logo
LDOS Leidos Holdings, Inc.
+0.42%
+$4,944.75
Valero Energy Corporation logo
VLO Valero Energy Corporation
+0.39%
+$28,321.26
Cummins Inc. logo
CMI Cummins Inc.
+0.31%
+$792.17
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.31%
+$2,737.86
Shenandoah Telecommunications Company logo
SHEN Shenandoah Telecommunications Company
+0.29%
+$954.18
Gladstone Commercial Corporation logo
GOOD Gladstone Commercial Corporation
+0.2%
+$1,012.71
Bassett Furniture Industries, Inc. logo
BSET Bassett Furniture Industries, Inc.
+0.18%
+$1,614.08
Deere & Company logo
DE Deere & Company
+0.16%
+$9,387.04
Western Digital Corp. logo
WDC Western Digital Corp.
+0.16%
+$1,020.87
Redwood Trust Inc. logo
RWT Redwood Trust Inc.
+0.16%
+$1,225.72
Ferguson Enterprises Inc. logo
FERG Ferguson Enterprises Inc.
+0.12%
+$1,614.33
Abbott Laboratories logo
ABT Abbott Laboratories
+0.12%
+$909.24
Eaton Corporation plc logo
ETN Eaton Corporation plc
+0.1%
+$337.45
T. Rowe Price Group Inc. logo
TROW T. Rowe Price Group Inc.
+0.1%
+$1,007.3
iShares S&P 500 Growth ETF logo
IVW iShares S&P 500 Growth ETF
+0.1%
+$1,196
Generac Holdings Inc. logo
GNRC Generac Holdings Inc.
+0.09%
+$4,818.28
Acuity Inc. logo
AYI Acuity Inc.
+0.07%
+$361.2
Cintas Corporation logo
CTAS Cintas Corporation
+0.04%
+$214.53
DigitalOcean Holdings, Inc. logo
DOCN DigitalOcean Holdings, Inc.
+0.02%
+$61.28
EGR Exploration Ltd. logo
CDNMF EGR Exploration Ltd.
0%
$0
Enbridge Inc. Preferred Stock 2.983% Perpetual logo
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0
National Storage Affiliates Trust logo
NSA National Storage Affiliates Trust
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Utz Brands, Inc. Class A Common Stock logo
UTZ Utz Brands, Inc. Class A Common Stock
0%
$0
Honeywell International Inc. logo
HONIV Honeywell International Inc.
0%
$0
7580
758075AF2
0%
$0
LKQ Corporation logo
LKQ LKQ Corporation
-20.07%
-$77,689.26
AT&T Inc. logo
T AT&T Inc.
-5.61%
-$25,624.95
Genuine Parts Company logo
GPC Genuine Parts Company
-4.33%
-$39,608.46
Texas Roadhouse Inc. logo
TXRH Texas Roadhouse Inc.
-4.06%
-$37,177.92
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
-3.86%
-$18,090
American Express Company logo
AXP American Express Company
-3.75%
-$204,136.97
Newmont Corporation logo
NEM Newmont Corporation
-3.53%
-$40,300
Ocular Therapeutix, Inc. logo
OCUL Ocular Therapeutix, Inc.
-3.33%
-$95,728.82
Tractor Supply Company logo
TSCO Tractor Supply Company
-3.27%
-$9,069.78
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-2.9%
-$41,897.56
Royal Caribbean Cruises Ltd. logo
RCL Royal Caribbean Cruises Ltd.
-2.81%
-$114,893.24
Southwest Airlines Co. logo
LUV Southwest Airlines Co.
-2.67%
-$16,923.18
The Procter & Gamble Company logo
PG The Procter & Gamble Company
-2.62%
-$11,024.18
Ryanair Holdings plc Sponsored ADR logo
RYAAY Ryanair Holdings plc Sponsored ADR
-2.59%
-$92,464.19
Sysco Corp. logo
SYY Sysco Corp.
-2.54%
-$45,965.4
Intuit Inc. logo
INTU Intuit Inc.
-2.5%
-$85,255.94
The Buckle, Inc. logo
BKE The Buckle, Inc.
-2.32%
-$43,092.5
Darden Restaurants, Inc. logo
DRI Darden Restaurants, Inc.
-2.29%
-$51,579.79
Heartland Express, Inc. logo
HTLD Heartland Express, Inc.
-2.28%
-$15,216.49
The Coca-Cola Company logo
KO The Coca-Cola Company
-2.11%
-$43,868.25
Constellium SE Class A Ordinary Shares logo
CSTM Constellium SE Class A Ordinary Shares
-2.08%
-$163,359.5
Sinclair, Inc. Class A Common Stock logo
SBGI Sinclair, Inc. Class A Common Stock
-1.97%
-$13,960.55
General Mills Inc. logo
GIS General Mills Inc.
-1.96%
-$13,441.2
Weyerhaeuser Co. logo
WY Weyerhaeuser Co.
-1.94%
-$4,905.67
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
-1.94%
-$12,745.34
RTX Corporation logo
RTX RTX Corporation
-1.92%
-$35,430.3
Salesforce, Inc. logo
CRM Salesforce, Inc.
-1.88%
-$37,095.88
Blue Owl Capital Inc. Class A Common Stock logo
OWL Blue Owl Capital Inc. Class A Common Stock
-1.8%
-$30,173.5
Coinbase Global Inc. Class A Common Stock logo
COIN Coinbase Global Inc. Class A Common Stock
-1.8%
-$7,207.84
Caterpillar Inc. logo
CAT Caterpillar Inc.
-1.77%
-$63,412.44
FedEx Corp. logo
FDX FedEx Corp.
-1.77%
-$46,579.47
Prudential Financial, Inc. logo
PRU Prudential Financial, Inc.
-1.7%
-$10,403.94
FedEx Freight Holding Company, Inc. logo
FDXF FedEx Freight Holding Company, Inc.
-1.68%
-$8,054.09
Johnson & Johnson logo
JNJ Johnson & Johnson
-1.67%
-$25,872.3
PennantPark Floating Rate Capital Ltd. logo
PFLT PennantPark Floating Rate Capital Ltd.
-1.64%
-$2,291.2
Union Pacific Corp. logo
UNP Union Pacific Corp.
-1.63%
-$8,184.23
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-1.52%
-$11,494.45
RenaissanceRe Holdings Ltd. logo
RNR RenaissanceRe Holdings Ltd.
-1.47%
-$8,784.3
American Financial Group Inc logo
AFG American Financial Group Inc
-1.38%
-$4,240.02
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
-1.35%
-$4,192.23
NewtekOne, Inc. logo
NEWT NewtekOne, Inc.
-1.33%
-$2,627.26
Markel Group Inc. logo
MKL Markel Group Inc.
-1.32%
-$8,072.54
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
-1.32%
-$15,212.96
Waters Corporation logo
WAT Waters Corporation
-1.29%
-$3,183.78
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-1.29%
-$29,586.96
Capital One Financial Corp. logo
COF Capital One Financial Corp.
-1.21%
-$24,763.48
LPL Financial Holdings Inc. logo
LPLA LPL Financial Holdings Inc.
-1.21%
-$35,493.29
Citigroup Inc. logo
C Citigroup Inc.
-1.17%
-$3,281.85
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
-1.15%
-$22,828.43
United Parcel Service, Inc. Class B Common Stock logo
UPS United Parcel Service, Inc. Class B Common Stock
-1.15%
-$20,033.34
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
-1.14%
-$11,632.48
Akre Focus ETF logo
AKRE Akre Focus ETF
-1.14%
-$33,649.92
Snap-on Incorporated logo
SNA Snap-on Incorporated
-1.14%
-$3,985.19
Casey's General Stores, Inc. logo
CASY Casey's General Stores, Inc.
-1.12%
-$80,376.64
Costco Wholesale Corp logo
COST Costco Wholesale Corp
-1.12%
-$64,877.55
Honeywell Aerospace Inc. logo
HONA Honeywell Aerospace Inc.
-1.11%
-$6,910.58
Pfizer Inc. logo
PFE Pfizer Inc.
-1.1%
-$5,134.55
Arthur J. Gallagher & Co. logo
AJG Arthur J. Gallagher & Co.
-1.09%
-$3,234.83
Comcast Corp. Class A Common Stock logo
CMCSA Comcast Corp. Class A Common Stock
-1.01%
-$3,840.08
International Paper Co. logo
IP International Paper Co.
-0.98%
-$3,300
Kohl's Corporation Common Stock logo
KSS Kohl's Corporation Common Stock
-0.97%
-$4,818.72
VICI Properties Inc. logo
VICI VICI Properties Inc.
-0.96%
-$11,744.49
Fastenal Co. logo
FAST Fastenal Co.
-0.94%
-$17,425.49
Marriott International, Inc. Class A Common Stock logo
MAR Marriott International, Inc. Class A Common Stock
-0.94%
-$85,024.09
Walmart Inc. logo
WMT Walmart Inc.
-0.92%
-$40,526.9
State Street SPDR Dow Jones Industrial Average ETF Trust logo
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-0.91%
-$2,993.23
Diageo plc Sponsored ADR logo
DEO Diageo plc Sponsored ADR
-0.91%
-$21,362.88
Brookfield Renewable Partners L.P. logo
BEP Brookfield Renewable Partners L.P.
-0.9%
-$3,186.04
Blue Owl Capital Corporation logo
OBDC Blue Owl Capital Corporation
-0.89%
-$17,191.53
WEC Energy Group Inc. logo
WEC WEC Energy Group Inc.
-0.86%
-$2,826.58
Cal-Maine Foods, Inc. logo
CALM Cal-Maine Foods, Inc.
-0.86%
-$9,153.65
First Trust Value Line Dividend Index Fund logo
FVD First Trust Value Line Dividend Index Fund
-0.86%
-$3,414.32
Amgen Inc. Common Stock logo
AMGN Amgen Inc. Common Stock
-0.85%
-$7,055.54
Baxter International Inc. logo
BAX Baxter International Inc.
-0.84%
-$8,650.74
Brookfield Renewable Corporation logo
BEPC Brookfield Renewable Corporation
-0.82%
-$2,988.96
ABM Industries Incorporated logo
ABM ABM Industries Incorporated
-0.8%
-$14,918.42
Wells Fargo & Company logo
WFC Wells Fargo & Company
-0.78%
-$1,753.71
Graham Holdings Co. Class B Common Stock logo
GHC Graham Holdings Co. Class B Common Stock
-0.74%
-$26,658.72
CVS Health Corporation Common Stock logo
CVS CVS Health Corporation Common Stock
-0.72%
-$1,530
General Dynamics Corp. logo
GD General Dynamics Corp.
-0.7%
-$2,129.77
The Southern Company logo
SO The Southern Company
-0.68%
-$4,629.78
U.S. Bancorp logo
USB U.S. Bancorp
-0.68%
-$1,756.08
NVR Inc. logo
NVR NVR Inc.
-0.64%
-$17,102.75
Medtronic plc logo
MDT Medtronic plc
-0.62%
-$4,850.4
Philip Morris International Inc. logo
PM Philip Morris International Inc.
-0.61%
-$2,008.82
Duke Energy Corporation logo
DUK Duke Energy Corporation
-0.59%
-$2,451.8
Bank of America Corporation logo
BAC Bank of America Corporation
-0.59%
-$24,985.07
Toronto-Dominion Bank logo
TD Toronto-Dominion Bank
-0.57%
-$1,248.48
Atlantic Union Bankshares Corporation logo
AUB Atlantic Union Bankshares Corporation
-0.57%
-$7,839.02
Saul Centers, Inc. logo
BFS Saul Centers, Inc.
-0.56%
-$5,295.35
Ryman Hospitality Properties, Inc. logo
RHP Ryman Hospitality Properties, Inc.
-0.55%
-$21,967.61
Titan International Inc. logo
TWI Titan International Inc.
-0.51%
-$8,117.48
T. Rowe Price Dividend Growth Fund logo
TDVG T. Rowe Price Dividend Growth Fund
-0.5%
-$1,061
Dominion Energy, Inc. logo
D Dominion Energy, Inc.
-0.49%
-$2,371.2
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.48%
-$2,891.9
Millrose Properties, Inc. logo
MRP Millrose Properties, Inc.
-0.48%
-$6,639.06
Realty Income Corp. logo
O Realty Income Corp.
-0.47%
-$1,927.27
Simon Property Group Inc. logo
SPG Simon Property Group Inc.
-0.46%
-$3,836.84
Omega Healthcare Investors Inc. logo
OHI Omega Healthcare Investors Inc.
-0.45%
-$3,675
BJ's Wholesale Club Holdings, Inc. logo
BJ BJ's Wholesale Club Holdings, Inc.
-0.41%
-$7,997.88
T. Rowe Price Equity Income ETF logo
TEQI T. Rowe Price Equity Income ETF
-0.4%
-$865.41
Netflix Inc. logo
NFLX Netflix Inc.
-0.4%
-$8,139.57
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
-0.39%
-$56,664.39
Cracker Barrel Old Country Store, Inc. logo
CBRL Cracker Barrel Old Country Store, Inc.
-0.34%
-$5,011.24
Invesco Large Cap Value ETF logo
PWV Invesco Large Cap Value ETF
-0.32%
-$1,064.7
Alphabet Inc logo
GOOGL Alphabet Inc
-0.32%
-$9,419.28
American Homes 4 Rent Class A logo
AMH American Homes 4 Rent Class A
-0.31%
-$841.4
Waste Management Inc. logo
WM Waste Management Inc.
-0.29%
-$1,088.52
Lennar Corp. Class A Common Stock logo
LEN Lennar Corp. Class A Common Stock
-0.26%
-$554.62
Alphabet Inc logo
GOOG Alphabet Inc
-0.24%
-$1,267.01
Invitation Homes Inc. logo
INVH Invitation Homes Inc.
-0.22%
-$988.26
Yields for You Income Strategy A ETF logo
YFYA Yields for You Income Strategy A ETF
-0.15%
-$343.52
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.12%
-$275.04
State Street SPDR S&P 500 ETF Trust logo
SPY State Street SPDR S&P 500 ETF Trust
-0.12%
-$750.03
Kimco Realty Corporation logo
KIM Kimco Realty Corporation
-0.11%
-$480
Apple Inc. logo
AAPL Apple Inc.
-0.08%
-$10,209.37
Loading...

Dividends

Dividend Analysis

Yearly
$
Trades
1908
Longs Won
1235/1908 64%
Profit Factor
6.85
Profitability
Shorts Won
0/0 0%
Standard Deviation
$397,078.25
Average Win
$96,830.3
Best Trade
(Oct 23) $7.86M
Sharpe Ratio
-9.9
Average Loss
-$25,951.55
Worst Trade
(Oct 19) -$968,502.77
Z-Score
14.81 (100%)
Commissions
$0
Avg. Trade Length
1y 10m 2w 2d
Expectancy
$53,522.03
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 11,765 10,588 9,412 8,235 7,059 5,882 4,706 3,529 2,353 1,176
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
7580
758075AF2
45,000 $44,977.36 $45,023 - $45.64 0.1%
0.0
Apple Inc. logo
AAPL Apple Inc.
37,125 $4.92M $12.92M - $8M 162.72%
-0.079%
ABM Industries Incorporated logo
ABM ABM Industries Incorporated
34,694 $1.59M $1.85M - $266,131.38 16.76%
-0.798%
Abbott Laboratories logo
ABT Abbott Laboratories
7,577 $788,707.79 $777,627.51 - -$11,080.28 -1.4%
+0.117%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
1,010 $169,394.05 $395,970.5 - $226,576.45 133.76%
+1.631%
Archer-Daniels-Midland Company logo
ADM Archer-Daniels-Midland Company
21,448 $1.33M $1.73M - $399,109.02 29.98%
+1.052%
American Financial Group Inc logo
AFG American Financial Group Inc
2,000 $274,560 $302,680 - $28,120 10.24%
-1.381%
Arthur J. Gallagher & Co. logo
AJG Arthur J. Gallagher & Co.
1,091 $313,588.3 $292,404.36 - -$21,183.94 -6.76%
-1.094%
Akre Focus ETF logo
AKRE Akre Focus ETF
48,768 $3.19M $2.91M - -$283,375.67 -8.87%
-1.143%
Applied Materials Inc. logo
AMAT Applied Materials Inc.
38,952 $5.05M $14.93M - $9.88M 195.57%
+2.028%
Advanced Micro Devices Inc. logo
AMD Advanced Micro Devices Inc.
10,881 $1.76M $5.67M - $3.91M 221.81%
+2.676%
Amgen Inc. Common Stock logo
AMGN Amgen Inc. Common Stock
1,847 $420,514.8 $819,070.62 - $398,555.82 94.78%
-0.854%
American Homes 4 Rent Class A logo
AMH American Homes 4 Rent Class A
8,414 $273,068.15 $267,565.2 - -$5,502.95 -2.02%
-0.313%
Amazon.com Inc logo
AMZN Amazon.com Inc
2,390 $349,033.93 $595,516.3 - $246,482.37 70.62%
-0.483%
Atlantic Union Bankshares Corporation logo
AUB Atlantic Union Bankshares Corporation
34,083 $1.05M $1.36M - $305,734.81 29.03%
-0.574%
American Express Company logo
AXP American Express Company
16,760 $3.96M $5.25M - $1.28M 32.41%
-3.746%
Acuity Inc. logo
AYI Acuity Inc.
1,720 $302,349.06 $545,996.8 - $243,647.74 80.58%
+0.066%
Bank of America Corporation logo
BAC Bank of America Corporation
83,283 $2.59M $4.23M - $1.64M 63.24%
-0.587%
Baxter International Inc. logo
BAX Baxter International Inc.
40,236 $1.51M $1.02M - -$488,912.87 -32.33%
-0.838%
Brookfield Renewable Partners L.P. logo
BEP Brookfield Renewable Partners L.P.
12,254 $312,577.45 $351,077.1 - $38,499.65 12.32%
-0.899%
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Cornell P. Abod?
The largest contributions to the portfolio's profits come from the following stocks: Cummins Inc - $1.08M, Darden Restaurants, Inc - $934,803.01, Blue Owl Capital Corporation - $913,316.23, Coterra Energy Inc - $885,705.48, and Amgen Inc. Common Stock - $768,789.07. 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: Cable One Inc - $880,180.27, Golden Entertainment Inc - $253,930.94, Northrop Grumman Corporation - $178,610.92, Medical Properties Trust Inc - $170,174.32, and Hormel Foods Corporation - $164,394.87. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cornell P. Abod's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.57M earned over time. The largest contributors to dividend income include Blue Owl Capital Corporation - $897,925.22, Redwood Trust Inc - $624,528.4, Ryman Hospitality Properties, Inc - $491,263.25, The Buckle, Inc - $490,245.1, and Darden Restaurants, Inc - $412,205.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cornell P. Abod's monthly returns?
Cornell P. Abod'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 Cornell P. Abod's strategy be considered aggressive or moderate?
Cornell P. Abod'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 Cornell P. Abod's strategy?
Cornell P. Abod'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.
Account USV