MS
Michael Seese Portfolio
Invests via Commonwealth Financial Services LLC | Managed by Michael Seese
Invests via Commonwealth Financial Services LLC
Managed by Michael Seese
Automatically Tracked
Michael Seese Profile
Michael Seese is a seasoned entrepreneur with a strong background in technology commercialization and market expansion. His career has spanned various sectors, allowing him to successfully lead multiple startups towards growth and profitability. With an impressive track record of launching innovative products, he plays a pivotal role in driving company strategies that emphasize scalability and sustainability. His leadership experience includes guiding teams through transformational periods, ensuring alignment with broader market trends while fostering investor relationships critical for long-term success.
Michael Seese is a seasoned entrepreneur with a strong background in technology commercialization and market expansion. His career has spanned various sectors, allowing him to successfully lead multiple startups towards growth and profitability. With an impressive track record of launching innovative products, he plays a pivotal role in driving company strategies that emphasize scalability and sustainability. His leadership experience includes guiding teams through transformational periods, ensuring alignment with broader market trends while fostering investor relationships critical for long-term success.
Investment Philosophy & Strategy
Innovation serves as a cornerstone for Michael Seese's investment philosophy, underpinning his strategic decision-making across various ventures. With a deep-seated belief in the power of technology to redefine markets, he actively seeks opportunities that harness transformative ideas and sustainable models. By focusing on scaling emerging startups, he identifies investments with high growth potential while maintaining operational efficiency. His track record illustrates an ability to cultivate synergy between product development and market needs, enabling ventures not only to survive but thrive amid competitive pressures.
Innovation serves as a cornerstone for Michael Seese's investment philosophy, underpinning his strategic decision-making across various ventures. With a deep-seated belief in the power of technology to redefine markets, he actively seeks opportunities that harness transformative ideas and sustainable models. By focusing on scaling emerging startups, he identifies investments with high growth potential while maintaining operational efficiency. His track record illustrates an ability to cultivate synergy between product development and market needs, enabling ventures not only to survive but thrive amid competitive pressures.
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:
81.97%
Gain -0.41%
Monthly
0.65%
Yearly
8.13%
Drawdown
18.38%
$740.19M
Equity
Holdings
$740.19M
Investment
$611.94M
$217.16M
Profit -$1.8M
Realized
$88.9M
Unrealized
$128.26M
Dividends
$55.69M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$1.8M
Win %
69%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$732,164.07
Win %
69%
This Month
Compared to last month
Gain
-0.34%
Profit
-$2.5M
Win %
69%
This Year
Compared to last year
Gain
-1.1%
Profit
-$8.22M
Win %
71%
UXOC
UXOC
+24.93%
+$1,278.68 ZSEP
ZSEP
+7.77%
+$29.03 
PANW Palo Alto Networks, Inc.
+6.41%
+$57,170.72 
CRWD CrowdStrike Holdings, Inc.
+6.33%
+$106,865.76 
VG Venture Global Inc. Class A
+6.28%
+$20,287.61 
OSPN OneSpan Inc.
+6.14%
+$17,311.78 
TRGP Targa Resources Corp.
+4.32%
+$14,166.97 
DRAM Roundhill Memory ETF
+3.59%
+$94,601.76 
MU Micron Technology Inc.
+3.35%
+$72,343.6 
CRC California Resources Corp.
+2.99%
+$8,612.89 
RDN Radian Group Inc.
+2.94%
+$8,027.4 
ISRG Intuitive Surgical Inc.
+2.69%
+$7,010.13 
KMI Kinder Morgan Inc.
+2.56%
+$6,237.52 
XLE State Street Energy Select Sector SPDR ETF
+2.53%
+$18,926.28 
RKLB Rocket Lab Corporation
+2.42%
+$8,684.96 
LMT Lockheed Martin Corporation
+2.37%
+$56,852.7 
CVX Chevron Corporation
+2.37%
+$39,893.32 
UCTT Ultra Clean Holdings, Inc.
+2.35%
+$2,075.37 
XOM ExxonMobil Holdings Corporation
+2.25%
+$81,645.02 
DELL Dell Technologies Inc. Class C Common Stock
+2.15%
+$11,020.01 
AMD Advanced Micro Devices Inc.
+1.85%
+$29,550.54 
ARI Apollo Commercial Real Estate Finance, Inc.
+1.82%
+$2,721.13 
INTC Intel Corporation
+1.59%
+$7,439.2 
ORCL Oracle Corporation
+1.54%
+$6,803.58 
CSCO Cisco Systems, Inc.
+1.38%
+$58,849.7 
UMC United Microelectronics Corp. ADR
+1.27%
+$3,400.45 
ADI Analog Devices, Inc.
+1.24%
+$2,695.04 
AMAT Applied Materials Inc.
+1.21%
+$4,509.06 
SATL Satellogic Inc. Class A Common Stock
+1.2%
+$675 
IRDM Iridium Communications Inc.
+1.15%
+$2,625.49 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.14%
+$14,324.41 
AXON Axon Enterprise, Inc.
+1.06%
+$1,579.6 
SOXX iShares Semiconductor ETF
+1.04%
+$68,502.35 
ANET Arista Networks Inc.
+1.03%
+$3,030.87 
GLW Corning Incorporated
+0.99%
+$3,468.6 
SMH VanEck Semiconductor ETF
+0.96%
+$1,824.08 
ASML ASML Holding N.V. NY Registered Shares
+0.89%
+$11,503.7 
ABT Abbott Laboratories
+0.85%
+$4,119.45 
VNO Vornado Realty Trust
+0.81%
+$2,659.44 
HDSN Hudson Technologies, Inc.
+0.75%
+$669.12 
UBSI United Bankshares Inc.
+0.72%
+$14,723.1 
QMOM Alpha Architect U.S. Quantitative Momentum ETF
+0.66%
+$52,071.25 
XLK State Street Technology Select Sector SPDR ETF
+0.65%
+$2,985.71 
VGT Vanguard Information Technology ETF
+0.65%
+$3,411.1 
SNDK Sandisk Corp.
+0.65%
+$1,030.68 
FTEC Fidelity MSCI Information Technology Index ETF
+0.65%
+$1,361.52 
MSFT Microsoft Corporation Common Stock
+0.64%
+$68,786.95 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
+0.62%
+$4,416.93 
NOW ServiceNow Inc.
+0.56%
+$3,147.76 
IYW iShares U.S. Technology ETF
+0.54%
+$20,526.75 
SH ProShares Short S&P 500
+0.52%
+$9,799.14 
FRDM Freedom 100 Emerging Markets ETF
+0.49%
+$29,033.67 
SHOP Shopify Inc.
+0.47%
+$1,660.76 
IBM International Business Machines Corporation
+0.45%
+$3,328.98 
AVGO Broadcom Inc.
+0.45%
+$13,412.25 
LRCX Lam Research Corp.
+0.43%
+$1,782.02 
EEM iShares MSCI Emerging Markets ETF
+0.37%
+$2,642.93 
FSBC Five Star Bancorp
+0.34%
+$806.1 
ABBV AbbVie Inc.
+0.33%
+$6,866.6 
HBAN HubSpot Inc.
+0.32%
+$521 
PWR Quanta Services, Inc.
+0.25%
+$2,092.08 
CMI Cummins Inc.
+0.23%
+$518.49 
PGC Peapack-Gladstone Financial Corporation
+0.23%
+$490.56 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$92,183.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.22%
+$446.49 
MIN Aberdeen Intermediate Income Fund
+0.21%
+$60.12 
ADM Archer-Daniels-Midland Company
+0.21%
+$452.37 
QQQM Invesco NASDAQ 100 ETF
+0.19%
+$8,302.89 
FLMB Franklin Municipal Green Bond ETF
+0.18%
+$364.4 
SYK Stryker Corp.
+0.17%
+$374.4 
DE Deere & Company
+0.17%
+$447.26 
MMT Aberdeen Multi-Market Income Fund
+0.12%
+$130.5 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.11%
+$2,484.82 
GEV GE Vernova Inc.
+0.1%
+$251.82 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.1%
+$283.62 
JMUB JPMorgan Municipal ETF
+0.09%
+$431.14 
MPC Marathon Petroleum Corp.
+0.09%
+$600.65 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.07%
+$1,374.73 
LMBS First Trust Low Duration Opportunities ETF
+0.05%
+$1,445.95 
SITM SiTime Corporation
+0.04%
+$67.62 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.04%
+$4,505.16 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$2,292.3 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.03%
+$149.24 
BOXX Alpha Architect 1-3 Month Box ETF
+0.03%
+$2,001.24 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.03%
+$54.21 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$823.57 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$416.95 
TFC Truist Financial Corporation
+0.01%
+$30.5 
IBHG iShares iBonds 2027 Term High Yield and Income ETF
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 DECM
DECM
0%
$0 G200
G2004J103
-14.11%
-$40.73 
BLMN Bloomin' Brands, Inc.
-8.71%
-$9,556.81 
T AT&T Inc.
-6.22%
-$53,745.94 
NAVI Navient Corporation
-5.36%
-$5,582.68 
AXP American Express Company
-3.76%
-$12,068.65 
UNM Unum Group
-3.67%
-$14,128.08 
RCL Royal Caribbean Cruises Ltd.
-3.65%
-$10,430 
CL Colgate-Palmolive Co.
-3.63%
-$8,648.22 
UAL United Airlines Holdings, Inc.
-3.4%
-$5,319.51 
VRSK Verisk Analytics, Inc.
-3.38%
-$8,573.76 
ECG Everus Construction Group, Inc.
-3.03%
-$4,836.3 
HD The Home Depot, Inc.
-3%
-$24,510.74 
LOW Lowe's Companies, Inc.
-2.95%
-$17,064.9 
LLY Eli Lilly and Company
-2.86%
-$45,415.74 
CASY Casey's General Stores, Inc.
-2.85%
-$11,561.47 
F Ford Motor Co.
-2.81%
-$4,118.49 
ALSN Allison Transmission Holdings, Inc.
-2.67%
-$8,394.45 
PG The Procter & Gamble Company
-2.64%
-$107,890.93 
PEP PepsiCo, Inc.
-2.54%
-$12,732.3 
KO The Coca-Cola Company
-2.52%
-$37,693.57 
HCKT The Hackett Group, Inc.
-2.42%
-$3,115.89 
WDC Western Digital Corp.
-2.39%
-$10,003.07 
CAT Caterpillar Inc.
-2.37%
-$24,456.86 
EGP EastGroup Properties, Inc.
-2.31%
-$4,731.48 
BMY Bristol-Myers Squibb Company
-2.27%
-$12,046.32 
BLK BlackRock, Inc.
-2.26%
-$5,516.91 
GE General Electric Company
-2.25%
-$7,010.59 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2.07%
-$4,880.64 
ROL Rollins Inc.
-2.01%
-$4,312.54 
PPG PPG Industries, Inc.
-1.97%
-$24,181.26 
ADBE Adobe Inc.
-1.93%
-$6,257.2 
MOG-A Moog Inc.
-1.92%
-$3,975.85 
MCD McDonald's Corporation
-1.88%
-$7,661.75 
MS Morgan Stanley Common Stock
-1.87%
-$6,813.75 
MA Mastercard Inc. Class A Common Stock
-1.83%
-$15,907.81 
UNP Union Pacific Corp.
-1.82%
-$7,866.23 
ORLY O'Reilly Automotive Inc.
-1.81%
-$4,263.51 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.81%
-$4,435.19 
ALL The Allstate Corporation
-1.78%
-$7,274.6 
SHBI Shore Bancshares, Inc.
-1.73%
-$5,602.77 
FDX FedEx Corp.
-1.7%
-$6,638.36 
RTX RTX Corporation
-1.69%
-$7,419.38 
COF Capital One Financial Corp.
-1.68%
-$3,582.34 
MRK Merck & Co., Inc.
-1.6%
-$19,540.33 
WMT Walmart Inc.
-1.59%
-$72,102.87 
JNJ Johnson & Johnson
-1.56%
-$22,313.62 
CSX CSX Corporation
-1.53%
-$19,258.62 
PPT Franklin Premier Income Trust
-1.52%
-$2,009.5 
JPM JPMorgan Chase & Co.
-1.47%
-$94,896.64 
COMP Compass Inc. Class A Common Stock
-1.45%
-$1,499.01 
AEP American Electric Power Company, Inc.
-1.44%
-$38,524.96 
UTG Reaves Utility Income Fund
-1.4%
-$5,404.53 
C Citigroup Inc.
-1.38%
-$3,848.13 
SRTA Blade Air Mobility, Inc.
-1.38%
-$1,021.12 
FTCS First Trust Capital Strength ETF
-1.35%
-$14,401.6 
AMGN Amgen Inc. Common Stock
-1.33%
-$11,416.68 
TJX The TJX Companies, Inc.
-1.32%
-$2,856.75 
COST Costco Wholesale Corp
-1.32%
-$70,800.91 
SLV iShares Silver Trust
-1.28%
-$2,465.82 
SBUX Starbucks Corp.
-1.28%
-$4,516.2 
V Visa Inc. Class A
-1.27%
-$27,350.4 
MMM 3M Company
-1.26%
-$4,336.02 
VZ Verizon Communications Inc.
-1.25%
-$5,989.56 
UNH UnitedHealth Group Inc.
-1.25%
-$6,681.28 
ILCB iShares MSCI USA ETF
-1.21%
-$60,186.1 
PFE Pfizer Inc.
-1.2%
-$18,911.74 
ITW Illinois Tool Works Inc.
-1.19%
-$3,516.47 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.19%
-$3,346.29 
IYJ iShares U.S. Industrials ETF
-1.18%
-$4,571.88 
MAR Marriott International, Inc. Class A Common Stock
-1.17%
-$8,168.96 
FE FirstEnergy Corp.
-1.16%
-$2,930.04 
IYF iShares U.S. Financials ETF
-1.15%
-$6,756.94 
URI United Rentals Inc.
-1.13%
-$4,217.66 
NVO Novo Nordisk A/S Sponsored ADR
-1.13%
-$2,406.11 
GS The Goldman Sachs Group, Inc.
-1.13%
-$6,542.54 
VRRM Verra Mobility Corp. Class A Common Stock
-1.11%
-$398.89 
FHLC Fidelity MSCI Health Care Index ETF
-1.11%
-$3,045.54 
SO The Southern Company
-1.09%
-$2,602.02 
SPLV Invesco S&P 500 Low Volatility ETF
-1.08%
-$96,751.87 
MFM Aberdeen Municipal Income Fund
-1.08%
-$550 
AGNT AGNT, Inc.
-1.08%
-$1,078.79 
RDVY First Trust Rising Dividend Achievers ETF
-1.06%
-$273,835.77 
MOAT VanEck Morningstar Wide Moat ETF
-1.05%
-$7,167.37 
PM Philip Morris International Inc.
-1.03%
-$7,510.21 
FVD First Trust Value Line Dividend Index Fund
-1.02%
-$2,979.28 
FAST Fastenal Co.
-1%
-$2,988.67 
BRK-B Berkshire Hathaway Inc.
-1%
-$13,741.47 
MSCI MSCI Inc.
-0.99%
-$2,695.46 
BRSP BrightSpire Capital Inc.
-0.96%
-$736.82 
ADP Automatic Data Processing Inc.
-0.94%
-$2,738.31 
DVY iShares Select Dividend ETF
-0.94%
-$3,837.24 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.92%
-$3,998.03 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.91%
-$12,411.15 
TMO Thermo Fisher Scientific Inc.
-0.91%
-$3,121.19 
BLDR Builders FirstSource Inc.
-0.87%
-$2,400.5 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-0.86%
-$3,329.44 
RWL Invesco S&P 500 Revenue ETF
-0.83%
-$207,251.04 
BAC Bank of America Corporation
-0.83%
-$2,634.16 
CHCO City Holding Co.
-0.83%
-$3,755.69 
DGRO iShares Core Dividend Growth ETF
-0.83%
-$9,998.27 
MCK McKesson Corporation
-0.82%
-$2,443.63 
GLD SPDR Gold Shares
-0.81%
-$8,976 
VIG Vanguard Dividend Appreciation ETF
-0.8%
-$3,102.68 
D Dominion Energy, Inc.
-0.8%
-$2,761.72 
AHRT AMERICAN HEALTHCARE REIT INC
-0.79%
-$1,885.86 
IAU iShares Gold Trust
-0.79%
-$1,700.4 
TSLA Tesla, Inc.
-0.79%
-$6,563.03 
DUK Duke Energy Corporation
-0.77%
-$2,003.52 
SDOG ALPS Sector Dividend Dogs ETF
-0.76%
-$2,869.35 
COWZ Pacer US Cash Cows 100 ETF
-0.74%
-$6,534.49 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-0.74%
-$7,120.06 
SPHQ Invesco S&P 500 Quality ETF
-0.73%
-$2,873.1 
QUAL iShares MSCI USA Quality Factor ETF
-0.72%
-$2,873.88 
CSM ProShares Large Cap Core Plus ETF
-0.72%
-$3,337.04 
NTLA Intellia Therapeutics, Inc.
-0.72%
-$906.16 
VGK Vanguard FTSE Europe ETF
-0.71%
-$1,873.29 
SCHC Schwab International Small-Cap Equity ETF
-0.69%
-$28,997.6 
EFG iShares MSCI EAFE Growth ETF
-0.68%
-$1,590.4 
ELV Elevance Health, Inc.
-0.66%
-$1,778.85 
MOMO Hello Group Inc. Sponsored ADR
-0.66%
-$691.26 
JEPI JPMorgan Equity Premium Income ETF
-0.65%
-$5,083.8 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.64%
-$7,654.29 
IVE iShares S&P 500 Value ETF
-0.6%
-$1,901.91 
IEFA iShares Core MSCI EAFE ETF
-0.58%
-$1,403.36 
VLO Valero Energy Corporation
-0.58%
-$3,608.82 
GOOGL Alphabet Inc
-0.57%
-$20,201.86 
EFA iShares MSCI EAFE ETF
-0.57%
-$23,677.29 
WCMI First Trust WCM International Equity ETF
-0.57%
-$95,684.4 
AAPL Apple Inc.
-0.57%
-$51,078.06 
AMZN Amazon.com Inc
-0.57%
-$35,954.4 
CALF Pacer US Small Cap Cash Cows ETF
-0.56%
-$3,055.32 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.56%
-$12,370.77 
ACGL Arch Capital Group Ltd.
-0.53%
-$1,204.2 
META Meta Platforms Inc Class A
-0.5%
-$14,165.76 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.5%
-$2,237.68 
USMV iShares MSCI USA Min Vol Factor ETF
-0.5%
-$1,318.91 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.49%
-$7,251.84 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.47%
-$1,609.52 
SCHD Schwab U.S. Dividend Equity ETF
-0.45%
-$3,345.6 
WM Waste Management Inc.
-0.45%
-$1,501.79 
EFV iShares MSCI EAFE Value ETF
-0.45%
-$1,169.72 
DGX Quest Diagnostics Incorporated
-0.44%
-$1,700.23 
GOOG Alphabet Inc
-0.44%
-$6,535.4 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.44%
-$30,993.62 
IBOC International Bancshares Corp.
-0.44%
-$1,038.11 
CNNE Cannae Holdings, Inc.
-0.43%
-$863.73 
DIS The Walt Disney Company
-0.42%
-$1,917.1 
IMFL Invesco International Developed Dynamic Multifactor ETF
-0.42%
-$19,145.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.41%
-$34,668.26 
IVV iShares Core S&P 500 ETF
-0.41%
-$153,904.25 
ICOW Pacer Developed Markets International Cash Cows 100 ETF
-0.4%
-$4,872.64 
SPY State Street SPDR S&P 500 ETF Trust
-0.4%
-$290,139.96 
VOO Vanguard S&P 500 ETF
-0.4%
-$1,688.8 
VTI Vanguard Total Stock Market ETF
-0.4%
-$4,148.97 
KLAC KLA Corporation
-0.39%
-$1,372.86 
NEE NextEra Energy Inc.
-0.39%
-$1,174.32 
RPG Invesco S&P 500 Pure Growth ETF
-0.39%
-$11,276.64 
UBCP United Bancorp Inc.
-0.37%
-$4,458 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
-0.36%
-$2,873.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.36%
-$1,193.38 
ESGU iShares ESG Aware MSCI USA ETF
-0.36%
-$899.04 
NWSA News Corp. Class A Common Stock
-0.35%
-$1,411.74 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$2,937.44 
FIW First Trust Water ETF
-0.32%
-$817.21 
TLT iShares 20+ Year Treasury Bond ETF
-0.31%
-$975.12 
IJS iShares S&P Small-Cap 600 Value ETF
-0.31%
-$624.02 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.31%
-$1,306.8 
IWM iShares Russell 2000 ETF
-0.3%
-$1,931.18 
PAYO Payoneer Global Inc.
-0.28%
-$304.88 
TLH iShares 10-20 Year Treasury Bond ETF
-0.27%
-$7,679.88 
IVW iShares S&P 500 Growth ETF
-0.25%
-$9,011.02 
DJAN FT Vest U.S. Equity Deep Buffer ETF - January
-0.25%
-$7,397.84 
HTB HomeTrust Bancshares Inc.
-0.24%
-$542.46 
GJUN FT Vest U.S. Equity Moderate Buffer ETF - June
-0.22%
-$479.25 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.22%
-$1,518.98 
DAPR FT Vest U.S. Equity Deep Buffer ETF - April
-0.21%
-$4,491.18 
VIRT Virtu Financial Inc. Class A Common Stock
-0.21%
-$451.32 
BUFZ FT Vest Laddered Moderate Buffer ETF
-0.21%
-$566.7 
DAUG FT Vest U.S. Equity Deep Buffer ETF - August
-0.2%
-$1,005.98 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.2%
-$4,845.26 
GJAN FT Vest U.S. Equity Moderate Buffer ETF - January
-0.19%
-$15,431.89 
DMAY FT Vest U.S. Equity Deep Buffer ETF - May
-0.18%
-$2,780.51 
DJUL FT Vest U.S. Equity Deep Buffer ETF - July
-0.18%
-$13,248.38 
DOCT FT Vest U.S. Equity Deep Buffer ETF - October
-0.18%
-$3,944 
FALN iShares Fallen Angels USD Bond ETF
-0.17%
-$10,254.65 
GOVI Invesco Equal Weight 0-30 Year Treasury ETF
-0.17%
-$47,723.26 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.16%
-$5,048.47 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.16%
-$7,724.4 
VXF Vanguard Extended Market ETF
-0.15%
-$286.62 
NVDA NVIDIA Corporation
-0.14%
-$20,766.17 
RNW ReNew Energy Global Plc Class A Ordinary Shares
-0.13%
-$158.91 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.13%
-$636.24 
PEBO Peoples Bancorp Inc.
-0.13%
-$1,112.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$50,950.75 
DDEC FT Vest U.S. Equity Deep Buffer ETF - December
-0.13%
-$1,789.62 
PSX Phillips 66
-0.12%
-$569.45 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$259.92 
TFSL TFS Financial Corp.
-0.12%
-$208.52 
GAPR FT Vest U.S. Equity Moderate Buffer ETF - April
-0.11%
-$411.1 
SPHB Invesco S&P 500 High Beta ETF
-0.11%
-$2,366.1 
BINC iShares Flexible Income Active ETF
-0.11%
-$453.73 
GFEB FT Vest U.S. Equity Moderate Buffer ETF - February
-0.11%
-$795.8 
ETN Eaton Corporation plc
-0.11%
-$631.18 
FIXD First Trust Smith Opportunistic Fixed Income ETF
-0.11%
-$6,913.22 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.1%
-$323.82 
UCON First Trust Smith Unconstrained Bond ETF
-0.1%
-$3,825 
ONEQ Fidelity Nasdaq Composite Index ETF
-0.1%
-$18,388.76 
GTO Invesco Total Return Bond ETF
-0.1%
-$30,400.87 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.1%
-$421.89 
IBHH iShares iBonds 2028 Term High Yield and Income ETF
-0.09%
-$2,121.62 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$178.22 
DV DoubleVerify Holdings, Inc.
-0.07%
-$103.91 
FLRT Pacer Aristotle Pacific Floating Rate High Income ETF
-0.07%
-$3,416.7 
XMMO Invesco S&P MidCap Momentum ETF
-0.06%
-$2,095.34 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.06%
-$747.96 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.05%
-$634.1 
WSBC WesBanco, Inc.
-0.05%
-$201.3 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
-0.05%
-$384.57 
ROBO ROBO Global Robotics and Automation Index ETF
-0.04%
-$110.13 
IBTI iShares iBonds Dec 2028 Term Treasury ETF
-0.02%
-$56.11 
IBTH iShares iBonds Dec 2027 Term Treasury ETF
-0.02%
-$55.94 
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF
-0.02%
-$57.04 
DNOV FT Vest U.S. Equity Deep Buffer ETF - November
-0.02%
-$189.86 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$559.81 
FTSM First Trust Enhanced Short Maturity ETF
-0.01%
-$479.26 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
-$43.79 Events
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Dividends
Dividend Analysis
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| Trades 3226 | Longs Won 2173/3226 67% | Profit Factor 9.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $471,991.31 |
| Average Win $112,403.75 | Best Trade (Oct 21) $10.36M | Sharpe Ratio -8.35 |
| Average Loss -$25,733.36 | Worst Trade (Oct 23) -$1.53M | Z-Score 0.2 (15.62%) |
| Commissions $0 | Avg. Trade Length 2y 5m 1w 1d | Expectancy $67,314.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,797 | $5.17M | $8.93M | - | $3.76M | 72.61% | -0.569% |
| ABBV AbbVie Inc. | 7,228 | $778,943.94 | $2.07M | - | $1.29M | 165.52% | +0.333% |
| ABT Abbott Laboratories | 4,735 | $365,977.34 | $489,504.3 | - | $123,526.96 | 33.75% | +0.849% |
| ACGL Arch Capital Group Ltd. | 2,230 | $216,443.8 | $227,794.5 | - | $11,350.7 | 5.24% | -0.526% |
| ADBE Adobe Inc. | 1,201 | $469,641.36 | $318,673.34 | - | -$150,968.02 | -32.15% | -1.926% |
| ADI Analog Devices, Inc. | 565 | $224,401.06 | $220,649.45 | - | -$3,751.61 | -1.67% | +1.237% |
| ADM Archer-Daniels-Midland Company | 2,661 | $193,428.09 | $212,906.61 | - | $19,478.52 | 10.07% | +0.213% |
| ADP Automatic Data Processing Inc. | 941 | $236,119.98 | $287,033.23 | - | $50,913.25 | 21.56% | -0.945% |
| AEP American Electric Power Company, Inc. | 20,492 | $1.65M | $2.64M | - | $993,061.43 | 60.35% | -1.439% |
| AGG iShares Core U.S. Aggregate Bond ETF | 407,606 | $40.34M | $39.13M | - | -$1.22M | -3.02% | -0.13% |
| AGNT AGNT, Inc. | 23,973 | $140,487.15 | $98,888.62 | - | -$41,598.53 | -29.61% | -1.079% |
| AHRT AMERICAN HEALTHCARE REIT INC | 38,724 | $212,982 | $235,879.5 | - | $22,897.5 | 10.75% | -0.793% |
| ALL The Allstate Corporation | 1,578 | $336,973.06 | $401,585.22 | - | $64,612.16 | 19.17% | -1.779% |
| ALSN Allison Transmission Holdings, Inc. | 2,865 | $219,869.7 | $305,523.6 | - | $85,653.9 | 38.96% | -2.674% |
| AMAT Applied Materials Inc. | 991 | $206,176.24 | $376,708.83 | - | $170,532.59 | 82.71% | +1.211% |
| AMD Advanced Micro Devices Inc. | 3,142 | $553,830.75 | $1.63M | - | $1.07M | 193.5% | +1.852% |
| AMGN Amgen Inc. Common Stock | 1,922 | $451,603.88 | $848,255.48 | - | $396,651.6 | 87.83% | -1.328% |
| AMZN Amazon.com Inc | 25,320 | $4.54M | $6.3M | - | $1.76M | 38.85% | -0.567% |
| ANET Arista Networks Inc. | 1,727 | $225,745.36 | $298,468.77 | - | $72,723.41 | 32.21% | +1.026% |
| ARI Apollo Commercial Real Estate Finance, Inc. | 23,662 | $252,710.16 | $151,791.73 | - | -$100,918.43 | -39.93% | +1.825% |
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FAQ
Which stocks have generated the highest profits for Michael Seese?
The largest contributions to the portfolio's profits come from the following stocks: iShares S&P 500 Growth ETF - $14.21M, First Trust Morningstar Dividend Leaders Index Fund - $12.7M, Freedom 100 Emerging Markets ETF - $9.56M, Alpha Architect U.S. Quantitative Momentum ETF - $7.27M, and iShares U.S. Technology ETF - $6.26M. 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: iShares U.S. Real Estate ETF - $956,275.29, iShares Core S&P Small-Cap ETF - $684,150.86, ARK Innovation ETF - $522,222.88, Pacer US Small Cap Cash Cows ETF - $489,913.18, and iShares S&P Mid-Cap 400 Growth ETF - $338,427.42. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Seese's portfolio generate?
The portfolio generates substantial dividend income, with a total of $55.69M earned over time. The largest contributors to dividend income include First Trust Morningstar Dividend Leaders Index Fund - $7.42M, First Trust Smith Opportunistic Fixed Income ETF - $3.36M, First Trust Smith Unconstrained Bond ETF - $2.24M, iShares Core MSCI EAFE ETF - $2.23M, and iShares Core MSCI Emerging Markets ETF - $1.82M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Seese's monthly returns?
Michael Seese'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 Michael Seese's strategy be considered aggressive or moderate?
Michael Seese's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Michael Seese's strategy?
Michael Seese's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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