SR
Shantelle Reidy Portfolio
Invests via Ironwood Investment Management LLC | Managed by Shantelle Reidy
Invests via Ironwood Investment Management LLC
Managed by Shantelle Reidy
Automatically Tracked
Shantelle Reidy Profile
With a robust background in technology-driven ventures, Shantelle Reidy stands out as an entrepreneurial founder and innovator. She has established and scaled multiple successful startups that bridge the gap between technology and consumer needs. Her commitment to leveraging cutting-edge solutions for everyday problems reflects her strategic thinking and adaptability within competitive landscapes. By integrating market insights with user-centric designs, she not only addresses current challenges but also anticipates future trends in her sector. This forward-looking approach solidifies her relevance in investment circles, particularly those focused on disruptive technologies.
With a robust background in technology-driven ventures, Shantelle Reidy stands out as an entrepreneurial founder and innovator. She has established and scaled multiple successful startups that bridge the gap between technology and consumer needs. Her commitment to leveraging cutting-edge solutions for everyday problems reflects her strategic thinking and adaptability within competitive landscapes. By integrating market insights with user-centric designs, she not only addresses current challenges but also anticipates future trends in her sector. This forward-looking approach solidifies her relevance in investment circles, particularly those focused on disruptive technologies.
Investment Philosophy & Strategy
Opportunity lies in the seamless fusion of technology and consumer demands. Shantelle Reidy embodies a forward-thinking entrepreneurial spirit, continually exploring innovative avenues for growth. Her seasoned experience in tech-driven startups underscores her knack for identifying high-potential markets poised for disruption. By emphasizing user-centric solutions, she crafts business models that not only resonate with current consumers but also adapt to evolving market dynamics. This proactive strategy positions her ventures as agile competitors within their sectors, enhancing their capacity to pivot and capture emerging trends.
Opportunity lies in the seamless fusion of technology and consumer demands. Shantelle Reidy embodies a forward-thinking entrepreneurial spirit, continually exploring innovative avenues for growth. Her seasoned experience in tech-driven startups underscores her knack for identifying high-potential markets poised for disruption. By emphasizing user-centric solutions, she crafts business models that not only resonate with current consumers but also adapt to evolving market dynamics. This proactive strategy positions her ventures as agile competitors within their sectors, enhancing their capacity to pivot and capture emerging trends.
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:
33.68%
Gain +0.56%
Monthly
0.19%
Yearly
2.3%
Drawdown
5.51%
$355.98M
Equity
Holdings
$355.98M
Investment
$199.07M
$156.91M
Profit +$1.99M
Realized
-$0
Unrealized
$156.91M
Dividends
$22.38M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.56%
Profit
$1.99M
Win %
62%
This Week
Compared To Last Week
Gain
0.56%
Profit
$1.99M
Win %
62%
This Month
Compared to last month
Gain
0.56%
Profit
$1.99M
Win %
62%
This Year
Compared to last year
Gain
13.4%
Profit
$42.07M
Win %
62%
SYPR Sypris Solutions Inc.
+2.31%
+$13,400.07 
VZ Verizon Communications Inc.
+2.27%
+$4,978.06 
BCRX BioCryst Pharmaceuticals Inc.
+1.86%
+$4,637.5 
MRK Merck & Co., Inc.
+1.45%
+$15,131.76 
XOM Exxon Mobil Corporation
+1.3%
+$51,950.98 
CBT Cabot Corporation
+1.14%
+$8,644.05 
GE General Electric Company
+0.73%
+$9,996.53 
BMY Bristol-Myers Squibb Company
+0.43%
+$3,518.2 
XRX Xerox Holdings Corporation
+0.27%
+$160.85 
PFE Pfizer Inc.
+0.22%
+$741.26 
PEP PepsiCo, Inc.
+0.19%
+$2,974.14 
MCK McKesson Corporation
+0.18%
+$26,748.5 
ORCL Oracle Corporation
+0.03%
+$362.57 
079895207
0%
$0 
115223109
0%
$0 
15677T106
0%
$0 
268248101
0%
$0 
28659M106
0%
$0 
388690109
0%
$0 
450312103
0%
$0 
582524104
0%
$0 
594079105
0%
$0 
723877106
0%
$0 
79587E104
0%
$0 
808905103
0%
$0 
826675100
0%
$0 
8673F1065
0%
$0 
893767301
0%
$0 
929286102
0%
$0 
976592105
0%
$0 
981922107
0%
$0 
AKS AK Steel Holding Corp
0%
$0 
ARIA
0%
$0 
ASGR
0%
$0 
ATX
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
BWAY
0%
$0 
CASLQ
0%
$0 
CD
0%
$0 
CERG
0%
$0 
CFWEQ
0%
$0 
CK
0%
$0 
CMIN
0%
$0 
DSWT
0%
$0 
DTIIQ
0%
$0 
ENRNQ
0%
$0 
EPIX
0%
$0 
FDMLQ
0%
$0 
HMLD
0%
$0 
HRLY
0%
$0 
INGR
0%
$0 
ITN
0%
$0 
JLG
0%
$0 
KIDEQ
0%
$0 
MASC
0%
$0 
MMR
0%
$0 
NC NACCO Industries Inc.
0%
$0 
ONEI
0%
$0 
PLFE
0%
$0 
POL
0%
$0 
RML
0%
$0 
RTI
0%
$0 
SEGU
0%
$0 
SFG
0%
$0 
TPR
0%
$0 
TUP Tupperware Brands Corporation
0%
$0 
TYC
0%
$0 
VBYR
0%
$0 
VIAB Viacom Inc
0%
$0 
VSEA
0%
$0 
WDHD
0%
$0 
WIKSQ
0%
$0 
WPP
0%
$0 
WSTF
0%
$0 
YRK
0%
$0 
PRGS Progress Software Corporation
-3.83%
-$378,409.02 
AIG American International Group Inc.
-1.56%
-$538.52 
MAG Mag Silver Corp.
-1.17%
-$13,105.1 
FAF First American Financial Corporation
-0.94%
-$38,468.25 
ESE Esco Technologies Inc.
-0.5%
-$559,617 
IBM International Business Machines Corporation
-0.18%
-$5,916.76 
STT State Street Corp
-0.05%
-$486.18 Events
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Dividends
Dividend Analysis
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| Trades 82 | Longs Won 16/82 19% | Profit Factor 22.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.86M |
| Average Win $10.26M | Best Trade (Jul 24) $107.59M | Sharpe Ratio -64.29 |
| Average Loss -$110,891.3 | Worst Trade (Jul 22) -$4.77M | Z-Score -3.66 (100%) |
| Commissions $0 | Avg. Trade Length 25y 7m 1w 5d | Expectancy $1.91M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.14% | 0.77% | 3.35% | 11.95% | 36.67% |
| Consecutive Losing Trades | 3,205 | 2,885 | 2,564 | 2,244 | 1,923 | 1,603 | 1,282 | 962 | 641 | 321 |
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Returns
Overall, MonthlyNo Data
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 Shantelle Reidy?
The largest contributions to the portfolio's profits come from the following stocks: NACCO Industries Inc - $4.62M, Tupperware Brands Corporation - $2.98M, General Electric Company - $2.26M, Esco Technologies Inc - $1.8M, and Exxon Mobil Corporation - $1.6M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Shantelle Reidy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.38M earned over time. The largest contributors to dividend income include NACCO Industries Inc - $4.62M, Tupperware Brands Corporation - $2.98M, General Electric Company - $2.26M, Esco Technologies Inc - $1.8M, and Exxon Mobil Corporation - $1.6M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shantelle Reidy's monthly returns?
Shantelle Reidy'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 Shantelle Reidy's strategy be considered aggressive or moderate?
Shantelle Reidy'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 Shantelle Reidy's strategy?
Shantelle Reidy'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.
