RS
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:
48.61%
Gain +0.34%
Monthly
0.74%
Yearly
9.21%
Drawdown
14.15%
$381.66M
Equity
Holdings
$381.66M
Investment
$230.99M
$153.27M
Profit +$1.65M
Realized
$2.6M
Unrealized
$150.67M
Dividends
$21.28M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.34%
Profit
$1.65M
Win %
76%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$3.19M
Win %
76%
This Month
Compared to last month
Gain
-0.66%
Profit
-$2.53M
Win %
76%
This Year
Compared to last year
Gain
11.66%
Profit
$39.86M
Win %
76%
INTC Intel Corporation
+6.48%
+$67,878.9 
CRWV CoreWeave, Inc.
+5.02%
+$43,530.5 
AMD Advanced Micro Devices, Inc.
+4.75%
+$175,197.67 
GPN Global Payments Inc.
+3.45%
+$8,576.7 
GDX VanEck Gold Miners ETF
+2.98%
+$19,720 
SCHW Charles Schwab Corporation
+2.73%
+$14,275.58 
GS The Goldman Sachs Group, Inc.
+2.61%
+$10,828 
T AT&T Inc.
+2.48%
+$76,896.42 
VZ Verizon Communications Inc.
+2.46%
+$69,384.32 
JPM JPMorgan Chase & Co.
+2.3%
+$760,194.85 
USB U.S. Bancorp
+2.27%
+$12,000.91 
SYK Stryker Corporation
+2.11%
+$9,043.99 
GIS General Mills, Inc.
+2.01%
+$9,933.44 
TSLA Tesla, Inc.
+1.88%
+$10,657.11 
EL The Estée Lauder Companies Inc. Class A
+1.86%
+$4,969.2 
D Dominion Energy, Inc.
+1.81%
+$10,234.07 
UNP Union Pacific Corporation
+1.65%
+$69,561.96 
ACN Accenture plc Class A
+1.63%
+$24,291.54 
GLW Corning Incorporated
+1.59%
+$175,672.77 
DE Deere & Company
+1.53%
+$34,696.84 
BAC Bank of America Corporation
+1.52%
+$56,937.72 
AWK American Water Works Company, Inc.
+1.5%
+$18,808.32 
CAT Caterpillar Inc.
+1.48%
+$60,273 
DTM Dt Midstream Inc.
+1.43%
+$11,800 
MAR Marriott International Inc. - Class A
+1.42%
+$22,035 
COP ConocoPhillips
+1.39%
+$17,515.37 
SPGI S&P Global Inc.
+1.36%
+$67,042.68 
O Realty Income Corporation
+1.32%
+$4,440.94 
NEE NextEra Energy, Inc.
+1.3%
+$25,296.76 
ABBV AbbVie Inc.
+1.3%
+$141,715.64 
APD Air Products and Chemicals, Inc.
+1.26%
+$3,174.5 
LRCX Lam Research Corporation
+1.19%
+$108,293.55 
ITW Illinois Tool Works Inc.
+1.17%
+$18,327 
AFL Aflac Inc.
+1.17%
+$30,757.76 
FLR Fluor Corporation
+1.16%
+$25,868 
DTE DTE Energy Company
+1.13%
+$7,567 
JNJ Johnson & Johnson
+1.07%
+$43,212.3 
NSC Norfolk Southern Corporation
+1.07%
+$18,205 
V Visa Inc. Class A
+1.05%
+$30,881.75 
VTRS Viatris Inc.
+1.04%
+$9,674.87 
MPC Marathon Petroleum Corporation
+1.03%
+$12,998 
ATO Atmos Energy Corporation
+1.02%
+$9,599.62 
GEHC GE HealthCare Technologies Inc.
+1.02%
+$3,041.94 
WTRG Essential Utilities Inc.
+1.02%
+$4,208.12 
CI The Cigna Group
+1.01%
+$5,450.2 
APH Amphenol Corporation
+0.95%
+$5,800 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$5,513.73 
CP Canadian Pacific Kansas City Limited
+0.87%
+$5,028.98 
PG Procter & Gamble Co
+0.85%
+$78,638.3 
GE General Electric Company
+0.81%
+$40,389.15 
SLV iShares Silver Trust
+0.77%
+$4,731.02 
CVX Chevron Corporation
+0.75%
+$14,156.7 
KMB Kimberly-Clark Corporation
+0.75%
+$4,940 
HD The Home Depot, Inc.
+0.73%
+$2,378.04 
MO Altria Group, Inc.
+0.72%
+$1,828.25 
COST Costco Wholesale Corporation
+0.72%
+$22,053.45 
CRUS Cirrus Logic, Inc.
+0.71%
+$4,292 
MA Mastercard Incorporated
+0.7%
+$10,837.8 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$1,634.8 
PHO Invesco Water Resources ETF
+0.68%
+$3,240 
EMR Emerson Electric Co.
+0.64%
+$13,104 
MAIN Main Street Capital Corporation
+0.6%
+$5,921 
AEP American Electric Power Company, Inc.
+0.59%
+$9,042.48 
IVV iShares Core S&P 500 ETF
+0.58%
+$1,358.8 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$11,234.85 
GOOGL Alphabet Inc
+0.56%
+$12,572.06 
HON Honeywell International Inc.
+0.55%
+$5,689.42 
GOOG Alphabet Inc
+0.46%
+$45,362.4 
WMT Walmart Inc.
+0.45%
+$5,852.21 
PEP PepsiCo, Inc.
+0.4%
+$14,583.52 
BMY Bristol-Myers Squibb Company
+0.4%
+$15,603.75 
MAS Masco Corporation
+0.39%
+$1,776.25 
GD General Dynamics Corporation
+0.35%
+$2,586.95 
AMGN Amgen Inc.
+0.34%
+$21,963.7 
SLB Schlumberger Limited
+0.31%
+$9,080.05 
DRI Darden Restaurants, Inc.
+0.31%
+$2,340 
XOM Exxon Mobil Corporation
+0.29%
+$23,185.75 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$723.54 
ADP Automatic Data Processing Inc.
+0.23%
+$1,259.7 
BP BP p.l.c. Sponsored ADR
+0.21%
+$583.2 
NVDA NVIDIA Corporation
+0.18%
+$49,317.67 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$2,571.25 
PFE Pfizer Inc.
+0.15%
+$4,517.72 
MSFT Microsoft Corp.
+0.13%
+$21,669.96 
SHW The Sherwin-Williams Company
+0.13%
+$6,312.6 
KO The Coca-Cola Company
+0.1%
+$3,164.48 
CL Colgate-Palmolive Company
+0.07%
+$2,288.84 
FDX FedEx Corporation
+0.07%
+$661.25 
GLD SPDR Gold Shares
+0.06%
+$3,231.13 
ORCL Oracle Corporation
+0.05%
+$4,288.02 
TJX The TJX Companies, Inc.
+0.05%
+$476.4 
MCD McDonald's Corporation
+0.01%
+$39.82 
CMA Comerica Inc.
0%
$0 
ADBE Adobe Inc.
-6.71%
-$8,461.44 
RH RH
-3.78%
-$12,040 
LLY Eli Lilly and Company
-2.41%
-$56,860.37 
NKE Nike, Inc. - Class B
-2.33%
-$4,513.26 
ZTS Zoetis Inc.
-2.25%
-$6,039 
SHOP Shopify Inc.
-1.96%
-$5,034.4 
ABT Abbott Laboratories
-1.68%
-$41,423.83 
LMT Lockheed Martin Corporation
-1.54%
-$8,449.99 
AAPL Apple Inc.
-1.52%
-$329,247 
CLX The Clorox Company
-1.49%
-$3,796 
MU Micron Technology, Inc.
-1.42%
-$292,423.78 
MRK Merck & Co., Inc.
-1.41%
-$111,324.57 
AMZN Amazon.com Inc
-1.21%
-$120,363.99 
NFLX Netflix, Inc.
-1.14%
-$2,092.5 
BA Boeing Company
-1.13%
-$24,459.95 
HII Huntington Ingalls Industries Inc.
-1.12%
-$27,364.4 
IBM International Business Machines Corporation
-0.97%
-$66,509.95 
AVGO Broadcom Inc.
-0.94%
-$2,968.41 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$19,349.93 
HACK Amplify Cybersecurity ETF
-0.77%
-$4,810 
CSCO Cisco Systems, Inc.
-0.6%
-$48,731.88 
ETN Eaton Corporation plc
-0.55%
-$2,914.67 
DOV Dover Corporation
-0.51%
-$1,232 
NOC Northrop Grumman Corporation
-0.4%
-$4,411.04 
MCK McKesson Corporation
-0.36%
-$9,520 
RTX RTX Corporation
-0.34%
-$4,841 
SJM The J.M. Smucker Company
-0.32%
-$906.5 
META Meta Platforms Inc Class A
-0.23%
-$2,334.78 
MDT Medtronic plc
-0.21%
-$3,038.07 
LUMN Lumen Technologies Inc.
-0.12%
-$469.43 
INTU Intuit Inc.
-0.1%
-$239.4 
TSCO Tractor Supply Company
-0.03%
-$481.86 Events
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Dividends
Dividend Analysis
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| Trades 949 | Longs Won 547/949 57% | Profit Factor 7.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.12M |
| Average Win $320,642.81 | Best Trade (Jun 12) $18.38M | Sharpe Ratio -10.27 |
| Average Loss -$55,028.16 | Worst Trade (Jun 11) -$1.52M | Z-Score 5.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w 4d | Expectancy $161,507.16 |
| 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 | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
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Returns
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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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