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:
78.81%
Gain -0.11%
Monthly
1.09%
Yearly
13.9%
Drawdown
16.9%
$397.02M
Equity
Holdings
$397.02M
Investment
$230.99M
$165.7M
Profit +$67,834.25
Realized
-$331,397.11
Unrealized
$166.03M
Dividends
$22.64M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
$67,834.25
Win %
77%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$5.38M
Win %
77%
This Month
Compared to last month
Gain
-0.43%
Profit
-$1.7M
Win %
77%
This Year
Compared to last year
Gain
16.15%
Profit
$55.21M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$1.48M 
ETN Eaton Corporation plc
+7.32%
+$37,850.47 
GOOG Alphabet Inc
+6.88%
+$635,350.2 
GOOGL Alphabet Inc
+6.73%
+$141,246.42 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$8,635.79 
META Meta Platforms Inc Class A
+3.28%
+$31,753.26 
MSFT Microsoft Corp.
+3.02%
+$567,585.84 
NVDA NVIDIA Corporation
+2.93%
+$761,092.54 
CVX Chevron Corporation
+2.35%
+$45,706.24 
BP BP p.l.c. Sponsored ADR
+2.26%
+$6,480 
GLW Corning Incorporated
+2.24%
+$189,426.51 
CSCO Cisco Systems, Inc.
+2.14%
+$162,217.08 
HII Huntington Ingalls Industries Inc.
+2.05%
+$53,186.16 
TSCO Tractor Supply Company
+1.85%
+$26,984.16 
ORCL Oracle Corporation
+1.81%
+$110,071.5 
ZTS Zoetis Inc.
+1.66%
+$4,158 
ACN Accenture plc Class A
+1.61%
+$23,401.83 
VZ Verizon Communications Inc.
+1.52%
+$42,051.1 
LMT Lockheed Martin Corporation
+1.5%
+$8,630 
NOC Northrop Grumman Corporation
+1.43%
+$15,298.15 
GE General Electric Company
+1.42%
+$75,243.74 
SLB Schlumberger Limited
+1.39%
+$35,282.48 
COP ConocoPhillips
+1.22%
+$15,823.86 
HACK Amplify Cybersecurity ETF
+1.2%
+$8,255 
ITW Illinois Tool Works Inc.
+1.15%
+$19,987.5 
ADBE Adobe Inc.
+1.01%
+$1,445.77 
ADP Automatic Data Processing Inc.
+0.98%
+$6,397.28 
UNP Union Pacific Corporation
+0.92%
+$42,020.62 
DTM Dt Midstream Inc.
+0.9%
+$7,257 
SCHW Charles Schwab Corporation
+0.87%
+$5,368.09 
IBM International Business Machines Corporation
+0.86%
+$47,577.6 
CP Canadian Pacific Kansas City Limited
+0.83%
+$4,736.97 
MCD McDonald's Corporation
+0.82%
+$4,378.02 
EMR Emerson Electric Co.
+0.79%
+$16,992.14 
TSLA Tesla, Inc.
+0.76%
+$3,351.17 
MPC Marathon Petroleum Corporation
+0.76%
+$11,591.56 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$14,183.12 
CAT Caterpillar Inc.
+0.7%
+$25,656.7 
BMY Bristol-Myers Squibb Company
+0.69%
+$31,207.5 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,617.92 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$14,802.75 
MO Altria Group, Inc.
+0.57%
+$1,384.5 
APH Amphenol Corporation
+0.55%
+$3,519.96 
HON Honeywell International Inc.
+0.47%
+$2,680.15 
NSC Norfolk Southern Corporation
+0.46%
+$8,525.11 
PFE Pfizer Inc.
+0.4%
+$11,294.3 
RTX RTX Corporation
+0.39%
+$6,454.56 
AVGO Broadcom Inc.
+0.37%
+$1,180.8 
PG Procter & Gamble Co
+0.37%
+$33,209.8 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$907.68 
BAC Bank of America Corporation
+0.36%
+$14,912.26 
GD General Dynamics Corporation
+0.32%
+$2,494.9 
MRK Merck & Co., Inc.
+0.32%
+$26,770.78 
DOV Dover Corporation
+0.27%
+$616 
PHO Invesco Water Resources ETF
+0.27%
+$1,368 
JPM JPMorgan Chase & Co.
+0.27%
+$98,972.6 
JNJ Johnson & Johnson
+0.21%
+$8,981.38 
FLR Fluor Corporation
+0.2%
+$4,460 
INTU Intuit Inc.
+0.18%
+$487.36 
USB U.S. Bancorp
+0.17%
+$1,007.69 
T AT&T Inc.
+0.17%
+$5,396.24 
DTE DTE Energy Company
+0.12%
+$782 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$1,542.75 
AFL Aflac Inc.
+0.09%
+$2,713.92 
WMT Walmart Inc.
+0.09%
+$1,073.82 
ABT Abbott Laboratories
+0.09%
+$2,468.97 
AEP American Electric Power Company, Inc.
+0.06%
+$832.86 
CMA Comerica Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.79M 
SYK Stryker Corporation
-6.42%
-$31,276 
MU Micron Technology, Inc.
-5.9%
-$1.06M 
SHOP Shopify Inc.
-4.29%
-$12,180 
GDX VanEck Gold Miners ETF
-3.49%
-$22,780.02 
GPN Global Payments Inc.
-3.18%
-$10,474.19 
CI The Cigna Group
-2.99%
-$15,773.54 
CRWV CoreWeave, Inc.
-2.88%
-$19,276.5 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$8,849.29 
LUMN Lumen Technologies Inc.
-2.74%
-$8,449.74 
ABBV AbbVie Inc.
-2.51%
-$314,545.52 
SJM The J.M. Smucker Company
-2.41%
-$7,227.5 
BA Boeing Company
-2.15%
-$46,386.1 
SLV iShares Silver Trust
-2.13%
-$11,475.24 
NFLX Netflix, Inc.
-2%
-$3,285 
AWK American Water Works Company, Inc.
-1.93%
-$26,695.68 
AMD Advanced Micro Devices, Inc.
-1.9%
-$69,762.15 
CRUS Cirrus Logic, Inc.
-1.9%
-$9,286.96 
GIS General Mills, Inc.
-1.84%
-$9,787.36 
APD Air Products and Chemicals, Inc.
-1.77%
-$4,816.17 
DRI Darden Restaurants, Inc.
-1.64%
-$12,204 
LRCX Lam Research Corporation
-1.58%
-$117,547.28 
GLD SPDR Gold Shares
-1.49%
-$78,955.24 
NKE Nike, Inc. - Class B
-1.37%
-$2,446.44 
CLX The Clorox Company
-1.24%
-$3,120 
WTRG Essential Utilities Inc.
-1.24%
-$5,537 
TJX The TJX Companies, Inc.
-1.21%
-$11,433.54 
SHW The Sherwin-Williams Company
-1.16%
-$59,969.55 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$2,969.4 
NEE NextEra Energy, Inc.
-1.15%
-$23,121.93 
DE Deere & Company
-1.13%
-$27,057.16 
VTRS Viatris Inc.
-1.13%
-$11,382.2 
MCK McKesson Corporation
-1.08%
-$31,688.03 
INTC Intel Corporation
-1.02%
-$8,328.15 
KO The Coca-Cola Company
-1.02%
-$35,600.4 
XOM Exxon Mobil Corporation
-0.97%
-$83,470.68 
MAS Masco Corporation
-0.87%
-$3,858.75 
O Realty Income Corporation
-0.87%
-$3,051.44 
ATO Atmos Energy Corporation
-0.85%
-$8,236.14 
D Dominion Energy, Inc.
-0.8%
-$4,756.08 
KMB Kimberly-Clark Corporation
-0.8%
-$5,720 
SPGI S&P Global Inc.
-0.74%
-$36,493.21 
MA Mastercard Incorporated
-0.74%
-$13,587.26 
MAR Marriott International Inc. - Class A
-0.71%
-$10,335.08 
AMGN Amgen Inc.
-0.64%
-$44,647.62 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,592 
LLY Eli Lilly and Company
-0.53%
-$12,468.42 
PEP PepsiCo, Inc.
-0.46%
-$16,092.16 
HD The Home Depot, Inc.
-0.42%
-$1,383.07 
RH RH
-0.41%
-$1,380.02 
FDX FedEx Corporation
-0.37%
-$3,306.25 
MDT Medtronic plc
-0.37%
-$5,718.72 
CL Colgate-Palmolive Company
-0.33%
-$10,563.9 
COST Costco Wholesale Corporation
-0.24%
-$7,193.31 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,247.13 
MAIN Main Street Capital Corporation
-0.06%
-$573 
V Visa Inc. Class A
-0.04%
-$1,294.35 Events
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Dividends
Dividend Analysis
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| Trades 949 | Longs Won 550/949 57% | Profit Factor 7.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.22M |
| Average Win $344,950.48 | Best Trade (Aug 13) $22.82M | Sharpe Ratio -10.66 |
| Average Loss -$60,211.44 | Worst Trade (Aug 03) -$1.55M | Z-Score 6.13 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 3d | Expectancy $174,603.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 6,579 | 5,921 | 5,263 | 4,605 | 3,947 | 3,289 | 2,632 | 1,974 | 1,316 | 658 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 73,166 | $12.89M | $22.6M | - | $9.71M | 75.38% | -7.354% |
| ABBV AbbVie Inc. | 48,616 | $8.08M | $12.2M | - | $4.12M | 50.99% | -2.513% |
| ABT Abbott Laboratories | 27,433 | $3.11M | $2.9M | - | -$214,055.45 | -6.87% | +0.085% |
| ACN Accenture plc Class A | 8,898 | $3M | $1.48M | - | -$1.52M | -50.8% | +1.611% |
| ADBE Adobe Inc. | 576 | $260,249.12 | $144,236.16 | - | -$116,012.96 | -44.58% | +1.013% |
| ADP Automatic Data Processing Inc. | 2,470 | $573,954.3 | $658,156.18 | - | $84,201.88 | 14.67% | +0.982% |
| AEP American Electric Power Company, Inc. | 11,898 | $1.18M | $1.52M | - | $337,848.08 | 28.55% | +0.055% |
| AFL Aflac Inc. | 22,616 | $1.46M | $2.88M | - | $1.43M | 97.98% | +0.094% |
| AMD Advanced Micro Devices, Inc. | 7,550 | $1.43M | $3.59M | - | $2.16M | 151.22% | -1.904% |
| AMGN Amgen Inc. | 18,003 | $5.09M | $6.93M | - | $1.85M | 36.34% | -0.64% |
| AMZN Amazon.com Inc | 41,080 | $4.99M | $11.16M | - | $6.17M | 123.51% | +15.321% |
| APD Air Products and Chemicals, Inc. | 907 | $260,415.65 | $267,465.24 | - | $7,049.59 | 2.71% | -1.769% |
| APH Amphenol Corporation | 16,000 | $269,488 | $642,800 | - | $373,312 | 138.53% | +0.551% |
| ATO Atmos Energy Corporation | 5,565 | $664,961.85 | $961,520.7 | - | $296,558.85 | 44.6% | -0.849% |
| AVGO Broadcom Inc. | 820 | $226,033 | $319,209.6 | - | $93,176.6 | 41.22% | +0.371% |
| AWK American Water Works Company, Inc. | 10,112 | $1.66M | $1.36M | - | -$300,249.9 | -18.12% | -1.93% |
| BA Boeing Company | 9,745 | $1.93M | $2.11M | - | $176,209.77 | 9.13% | -2.155% |
| BAC Bank of America Corporation | 67,783 | $2.68M | $4.2M | - | $1.52M | 56.51% | +0.356% |
| BMY Bristol-Myers Squibb Company | 69,350 | $4.49M | $4.53M | - | $42,817.35 | 0.95% | +0.694% |
| BP BP p.l.c. Sponsored ADR | 6,480 | $193,946.4 | $293,025.6 | - | $99,079.2 | 51.09% | +2.261% |
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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: JPMorgan Chase & Co - $2.55M, NVIDIA Corporation - $2.42M, AbbVie Inc - $1.6M, Exxon Mobil Corporation - $1.52M, and Procter & Gamble Co - $1.32M. 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: The Walt Disney Company - $1.03M, Intel Corporation - $1.01M, Nike, Inc. - Class B - $839,720.73, Dow Inc - $482,339.64, and Diageo plc Sponsored ADR - $473,238.66. 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 $22.64M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $2.29M, AbbVie Inc - $1.42M, Procter & Gamble Co - $1.11M, Exxon Mobil Corporation - $862,482.39, and International Business Machines Corporation - $787,673.78. 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.
