Robert Sinnaeve Portfolio
Invests via SS&H Financial Advisors Inc. | Managed by Robert T. Sinnaeve, Gerald DeHondt
Invests via SS&H Financial Advisors Inc.
Managed by Robert T. Sinnaeve, Gerald DeHondt
Automatically Tracked
Robert Sinnaeve Profile
With extensive experience in executive leadership, Robert Sinnaeve has made significant contributions to corporate finance and investment management. His background includes pivotal roles at several prominent financial institutions, where he excelled in optimizing operational efficiencies and driving strategic initiatives. Sinnaeve's expertise spans a diverse range of sectors, enabling him to navigate complex market landscapes effectively. He is recognized for his ability to identify growth opportunities that align with organizational goals, positioning companies for sustained success amid evolving economic conditions.
With extensive experience in executive leadership, Robert Sinnaeve has made significant contributions to corporate finance and investment management. His background includes pivotal roles at several prominent financial institutions, where he excelled in optimizing operational efficiencies and driving strategic initiatives. Sinnaeve's expertise spans a diverse range of sectors, enabling him to navigate complex market landscapes effectively. He is recognized for his ability to identify growth opportunities that align with organizational goals, positioning companies for sustained success amid evolving economic conditions.
Investment Philosophy & Strategy
Utilizing a macro-aware lens, Robert Sinnaeve's investment strategy hinges on understanding global economic dynamics and their impact on market behavior. His executive experience translates into an acute awareness of capital allocation opportunities that drive growth across various sectors. With a keen focus on operational efficiency, decisions reflect his commitment to sustainable success in challenging environments. Recognizing shifting trends enables the identification of unique investment prospects, fostering resilience against potential downturns. By leveraging strategic insights, he aims to create value through informed decision-making that aligns with long-term objectives.
Utilizing a macro-aware lens, Robert Sinnaeve's investment strategy hinges on understanding global economic dynamics and their impact on market behavior. His executive experience translates into an acute awareness of capital allocation opportunities that drive growth across various sectors. With a keen focus on operational efficiency, decisions reflect his commitment to sustainable success in challenging environments. Recognizing shifting trends enables the identification of unique investment prospects, fostering resilience against potential downturns. By leveraging strategic insights, he aims to create value through informed decision-making that aligns with long-term objectives.
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:
68.8%
Gain +0.24%
Monthly
1.04%
Yearly
13.22%
Drawdown
16.85%
$381.84M
Equity
Holdings
$381.84M
Investment
$230.99M
$152.06M
Profit +$841,511.33
Realized
$1.22M
Unrealized
$150.85M
Dividends
$21.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$841,511.33
Win %
75%
This Week
Compared To Last Week
Gain
0.8%
Profit
$3.04M
Win %
75%
This Month
Compared to last month
Gain
-1.97%
Profit
-$7.69M
Win %
75%
This Year
Compared to last year
Gain
11.71%
Profit
$40.03M
Win %
75%
GPN Global Payments Inc.
+5.53%
+$16,318.5 
INTC Intel Corporation
+2.45%
+$20,864.25 
AMD Advanced Micro Devices, Inc.
+2.2%
+$82,294.92 
AVGO Broadcom Inc.
+1.95%
+$5,936.8 
SHOP Shopify Inc.
+1.78%
+$5,104 
MSFT Microsoft Corp.
+1.74%
+$285,043.32 
GOOG Alphabet Inc
+1.65%
+$158,215.2 
GOOGL Alphabet Inc
+1.54%
+$33,504.38 
MPC Marathon Petroleum Corporation
+1.52%
+$23,110.25 
MU Micron Technology, Inc.
+1.39%
+$243,257 
COP ConocoPhillips
+1.33%
+$16,696.89 
CVX Chevron Corporation
+1.17%
+$22,145.38 
NOC Northrop Grumman Corporation
+1.12%
+$11,709.16 
ABT Abbott Laboratories
+1.07%
+$29,627.64 
EL The Estée Lauder Companies Inc. Class A
+1.07%
+$2,666.4 
AMZN Amazon.com Inc
+1%
+$101,878.4 
FLR Fluor Corporation
+0.88%
+$19,222.6 
XOM Exxon Mobil Corporation
+0.86%
+$69,013.34 
CI The Cigna Group
+0.81%
+$4,176.96 
V Visa Inc. Class A
+0.68%
+$22,560.24 
TJX The TJX Companies, Inc.
+0.63%
+$5,776.35 
T AT&T Inc.
+0.62%
+$18,212.31 
INTU Intuit Inc.
+0.61%
+$1,509.08 
MA Mastercard Incorporated
+0.56%
+$9,718.82 
ACN Accenture plc Class A
+0.52%
+$6,673.5 
SCHW Charles Schwab Corporation
+0.49%
+$2,949.5 
SLV iShares Silver Trust
+0.47%
+$2,415.84 
META Meta Platforms Inc Class A
+0.42%
+$4,885.12 
MDT Medtronic plc
+0.4%
+$5,899.22 
BP BP p.l.c. Sponsored ADR
+0.39%
+$1,069.2 
RTX RTX Corporation
+0.33%
+$4,917.76 
GD General Dynamics Corporation
+0.25%
+$1,901.85 
IBM International Business Machines Corporation
+0.22%
+$11,707.7 
HII Huntington Ingalls Industries Inc.
+0.2%
+$4,466 
XLK State Street Technology Select Sector SPDR ETF
+0.18%
+$1,017.42 
SJM The J.M. Smucker Company
+0.12%
+$343 
APD Air Products and Chemicals, Inc.
+0.11%
+$299.3 
CRWV CoreWeave, Inc.
+0.1%
+$673.32 
MAR Marriott International Inc. - Class A
+0.09%
+$1,326 
ETN Eaton Corporation plc
0%
+$13.37 
CMA Comerica Inc.
0%
$0 
LUMN Lumen Technologies Inc.
0%
$0 
ORCL Oracle Corporation
-3.39%
-$203,942 
DRI Darden Restaurants, Inc.
-2.99%
-$21,348 
TSLA Tesla, Inc.
-2.93%
-$15,861.4 
EMR Emerson Electric Co.
-2.82%
-$56,736 
MAIN Main Street Capital Corporation
-2.47%
-$26,167 
GE General Electric Company
-2.47%
-$129,021.23 
DE Deere & Company
-2.43%
-$57,675.57 
MRK Merck & Co., Inc.
-2.23%
-$185,432.12 
LLY Eli Lilly and Company
-2.23%
-$53,372.14 
DOV Dover Corporation
-2.19%
-$5,170 
NFLX Netflix, Inc.
-2.16%
-$3,352.5 
LRCX Lam Research Corporation
-2.13%
-$167,316.9 
BA Boeing Company
-2.09%
-$43,560.15 
CAT Caterpillar Inc.
-2.08%
-$82,717 
FDX FedEx Corporation
-2.07%
-$18,601.25 
CP Canadian Pacific Kansas City Limited
-2.05%
-$12,491.33 
SHW The Sherwin-Williams Company
-2%
-$99,348.3 
HD The Home Depot, Inc.
-1.92%
-$6,477.45 
ITW Illinois Tool Works Inc.
-1.91%
-$32,410.5 
UNP Union Pacific Corporation
-1.81%
-$85,929.48 
PEP PepsiCo, Inc.
-1.74%
-$59,842.72 
CL Colgate-Palmolive Company
-1.68%
-$54,932.28 
AAPL Apple Inc.
-1.65%
-$403,875.59 
DTE DTE Energy Company
-1.65%
-$11,270 
MAS Masco Corporation
-1.63%
-$7,840 
WMT Walmart Inc.
-1.59%
-$19,543.16 
NSC Norfolk Southern Corporation
-1.5%
-$28,050 
AWK American Water Works Company, Inc.
-1.48%
-$20,223.9 
JNJ Johnson & Johnson
-1.48%
-$63,378.21 
WTRG Essential Utilities Inc.
-1.33%
-$5,869.22 
NKE Nike, Inc. - Class B
-1.28%
-$2,362.08 
PHO Invesco Water Resources ETF
-1.27%
-$6,336 
PFE Pfizer Inc.
-1.26%
-$35,644.81 
BAC Bank of America Corporation
-1.26%
-$52,192.91 
NEE NextEra Energy, Inc.
-1.23%
-$25,026.63 
D Dominion Energy, Inc.
-1.23%
-$7,388.91 
MCK McKesson Corporation
-1.18%
-$33,830 
BMY Bristol-Myers Squibb Company
-1.15%
-$48,545 
RH RH
-1.14%
-$4,279.98 
VTRS Viatris Inc.
-1.1%
-$10,813.09 
O Realty Income Corporation
-1.08%
-$3,868.79 
AEP American Electric Power Company, Inc.
-1.07%
-$16,776.18 
GS The Goldman Sachs Group, Inc.
-1.01%
-$4,312 
JPM JPMorgan Chase & Co.
-1.01%
-$361,143.65 
PG Procter & Gamble Co
-1%
-$93,990 
TSCO Tractor Supply Company
-0.98%
-$14,455.8 
GIS General Mills, Inc.
-0.96%
-$5,331.92 
ADBE Adobe Inc.
-0.92%
-$1,249.92 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.91%
-$2,450.7 
ZTS Zoetis Inc.
-0.82%
-$2,079 
ITA iShares U.S. Aerospace & Defense ETF
-0.78%
-$17,318.25 
CRUS Cirrus Logic, Inc.
-0.76%
-$3,885 
GDX VanEck Gold Miners ETF
-0.74%
-$4,505 
COST Costco Wholesale Corporation
-0.74%
-$22,021.9 
SLB Schlumberger Limited
-0.71%
-$17,381.81 
ABBV AbbVie Inc.
-0.66%
-$81,431.8 
CLX The Clorox Company
-0.65%
-$1,638 
CSCO Cisco Systems, Inc.
-0.65%
-$48,731.88 
AMGN Amgen Inc.
-0.63%
-$41,407.08 
GLW Corning Incorporated
-0.61%
-$58,765.98 
APH Amphenol Corporation
-0.6%
-$3,640 
SPGI S&P Global Inc.
-0.55%
-$29,242.02 
MCD McDonald's Corporation
-0.53%
-$2,845.72 
AFL Aflac Inc.
-0.51%
-$14,248.08 
ATO Atmos Energy Corporation
-0.41%
-$4,062.45 
DTM Dt Midstream Inc.
-0.32%
-$2,773 
VZ Verizon Communications Inc.
-0.3%
-$7,809.49 
KMB Kimberly-Clark Corporation
-0.29%
-$2,080 
ADP Automatic Data Processing Inc.
-0.29%
-$1,815.45 
GLD SPDR Gold Shares
-0.28%
-$14,470.47 
HACK Amplify Cybersecurity ETF
-0.28%
-$2,015 
SYK Stryker Corporation
-0.27%
-$1,217.99 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$4,648.05 
MO Altria Group, Inc.
-0.23%
-$603.5 
IVV iShares Core S&P 500 ETF
-0.21%
-$489.8 
NVDA NVIDIA Corporation
-0.19%
-$51,982.16 
LMT Lockheed Martin Corporation
-0.19%
-$970 
PFF iShares Preferred and Income Securities ETF
-0.17%
-$2,571.25 
USB U.S. Bancorp
-0.1%
-$595.47 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$226.92 
KO The Coca-Cola Company
-0.04%
-$1,384.46 
HON Honeywell International Inc.
-0.03%
-$141.06 
GEHC GE HealthCare Technologies Inc.
-0.02%
-$46.09 Events
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Dividends
Dividend Analysis
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| Trades 949 | Longs Won 540/949 56% | Profit Factor 7.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $325,247.35 | Best Trade (Jul 27) $21.62M | Sharpe Ratio -10.69 |
| Average Loss -$57,626.2 | Worst Trade (Jul 24) -$1.77M | Z-Score 0.66 (49.39%) |
| Commissions $0 | Avg. Trade Length 2y 6d | Expectancy $160,236.49 |
| 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 | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Robert Sinnaeve?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.42M, JPMorgan Chase & Co - $2.39M, AbbVie Inc - $1.52M, Exxon Mobil Corporation - $1.47M, and Procter & Gamble Co - $1.25M. 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: Intel Corporation - $1.01M, Nike, Inc. - Class B - $839,749.58, Dow Inc - $482,339.64, Diageo plc Sponsored ADR - $465,177.36, and 3M Company - $453,609.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Sinnaeve's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.82M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $2.13M, AbbVie Inc - $1.33M, Procter & Gamble Co - $1.04M, Exxon Mobil Corporation - $806,289.71, and International Business Machines Corporation - $745,575.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Sinnaeve's monthly returns?
Robert Sinnaeve's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Robert Sinnaeve's strategy be considered aggressive or moderate?
Robert Sinnaeve's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Robert Sinnaeve's strategy?
Robert Sinnaeve's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
