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
Tracking: 0 Updated: Yesterday at 07:05 AM
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:
113.65%
Gain -4.04%
Monthly
0.81%
Yearly
10.21%
Drawdown
24.61%
$628.13M
Equity
Holdings
$628.13M
Investment
$380.84M
$683.7M
Profit -$11.46M
Realized
$436.41M
Unrealized
$247.29M
Dividends
$710.76M

Goals

Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-4.04%
Profit
-$11.46M
Win %
70%
This Week
Compared To Last Week
Gain
-3.25%
Profit
-$20.63M
Win %
70%
This Month
Compared to last month
Gain
-2.31%
Profit
-$14.53M
Win %
70%
This Year
Compared to last year
Gain
-15.48%
Profit
-$37.06M
Win %
71%
Valneva SE logo
VALN Valneva SE
+26.02%
+$66,244.08
Kopin Corporation logo
KOPN Kopin Corporation
+13.87%
+$276,926.41
Indie Semiconductor, Inc. logo
INDI Indie Semiconductor, Inc.
+13.77%
+$118,546.89
Babcock & Wilcox Enterprises, Inc. logo
BW Babcock & Wilcox Enterprises, Inc.
+10.05%
+$46,905.06
Geospace Technologies Corporation logo
GEOS Geospace Technologies Corporation
+8.95%
+$16,688.34
NextDecade Corporation logo
NEXT NextDecade Corporation
+6.05%
+$8,167.61
Carriage Services Inc. logo
CSV Carriage Services Inc.
+4.35%
+$35,671.36
SM Energy Company logo
SM SM Energy Company
+4.1%
+$108,913.7
Lsb Industries Inc. logo
LXU Lsb Industries Inc.
+3.65%
+$33,107.76
Vicor Corporation logo
VICR Vicor Corporation
+3.57%
+$206,606.96
Texas Pacific Land Corporation logo
TPL Texas Pacific Land Corporation
+3.35%
+$36,386.58
Rémy Cointreau S.A. logo
REMYY Rémy Cointreau S.A.
+3.22%
+$24,074.38
NPK International Inc. logo
NPKI NPK International Inc.
+2.67%
+$52,009.79
Porch Group Inc. logo
PRCH Porch Group Inc.
+2.6%
+$49,096.08
Methode Electronics Inc. logo
MEI Methode Electronics Inc.
+2.51%
+$12,204.36
Dycom Industries Inc. logo
DY Dycom Industries Inc.
+2.36%
+$136,306.22
Arrow Electronics Inc. logo
ARW Arrow Electronics Inc.
+2.29%
+$92,616.19
Tutor Perini Corporation logo
TPC Tutor Perini Corporation
+2.25%
+$85,741.6
Myr Group Inc. logo
MYRG Myr Group Inc.
+2.17%
+$125,847.18
General Electric Company logo
GE General Electric Company
+2.13%
+$50,322.27
Talos Energy Inc. logo
TALO Talos Energy Inc.
+2.07%
+$5,124.16
Koppers Holdings Inc. logo
KOP Koppers Holdings Inc.
+1.99%
+$53,466.72
Darling Ingredients Inc. logo
DAR Darling Ingredients Inc.
+1.98%
+$55,203.24
The Walt Disney Company logo
DIS The Walt Disney Company
+1.97%
+$6,335.42
Aurinia Pharmaceuticals Inc. logo
AUPH Aurinia Pharmaceuticals Inc.
+1.91%
+$32,882.23
Commercial Vehicle Group, Inc. logo
CVGI Commercial Vehicle Group, Inc.
+1.87%
+$40,622.4
Cabot Corporation logo
CBT Cabot Corporation
+1.87%
+$42,742.28
Wheaton Precious Metals Corp. logo
WPM Wheaton Precious Metals Corp.
+1.77%
+$14,430.78
NACCO Industries Inc. logo
NC NACCO Industries Inc.
+1.74%
+$433,527.69
Super Micro Computer Inc logo
SMCI Super Micro Computer Inc
+1.74%
+$73,873.84
Esco Technologies Inc. logo
ESE Esco Technologies Inc.
+1.68%
+$1.69M
Anika Therapeutics Inc. logo
ANIK Anika Therapeutics Inc.
+1.56%
+$21,615.99
Duluth Holdings Inc. logo
DLTH Duluth Holdings Inc.
+1.51%
+$2,147.22
Extreme Networks, Inc. logo
EXTR Extreme Networks, Inc.
+1.5%
+$58,267.24
McKesson Corporation logo
MCK McKesson Corporation
+1.46%
+$261,395.88
Tennant Company logo
TNC Tennant Company
+1.4%
+$5,909.95
GE Vernova Inc. logo
GEV GE Vernova Inc.
+1.32%
+$8,574.58
Mercury Systems Inc. logo
MRCY Mercury Systems Inc.
+1.26%
+$50,310.66
Franco-Nevada Corporation logo
FNV Franco-Nevada Corporation
+1.14%
+$26,447.52
Kornit Digital Ltd. logo
KRNT Kornit Digital Ltd.
+1.06%
+$14,003.07
State Street Corp logo
STT State Street Corp
+1.03%
+$10,533.85
Teledyne Technologies Incorporated logo
TDY Teledyne Technologies Incorporated
+0.98%
+$15,312.09
Hanover Insurance Group, Inc. logo
THG Hanover Insurance Group, Inc.
+0.94%
+$19,387.11
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.93%
+$38,832.14
Cytokinetics, Incorporated logo
CYTK Cytokinetics, Incorporated
+0.93%
+$38,480.52
Astronics Corporation logo
ATRO Astronics Corporation
+0.91%
+$24,721.2
Leidos Holdings Inc. logo
LDOS Leidos Holdings Inc.
+0.85%
+$4,026
Astronics Corporation logo
ATROB Astronics Corporation
+0.85%
+$4,562.98
Hudbay Minerals Inc. logo
HBM Hudbay Minerals Inc.
+0.83%
+$2,745.16
Huntington Bancshares Incorporated logo
HBAN Huntington Bancshares Incorporated
+0.82%
+$10,128.4
American International Group Inc. logo
AIG American International Group Inc.
+0.81%
+$266.04
TTM Technologies, Inc. logo
TTMI TTM Technologies, Inc.
+0.81%
+$36,210.72
Pinnacle Financial Partners Inc. logo
PNFP Pinnacle Financial Partners Inc.
+0.8%
+$9,741.22
Columbia Banking System, Inc. logo
COLB Columbia Banking System, Inc.
+0.79%
+$3,756.91
Evolv Technologies Holdings, Inc. logo
EVLV Evolv Technologies Holdings, Inc.
+0.69%
+$11,707.68
TTEC Holdings Inc. logo
TTEC TTEC Holdings Inc.
+0.64%
+$239.44
Bank of America Corporation logo
BAC Bank of America Corporation
+0.62%
+$2,274.02
TriMas Corporation logo
TRS TriMas Corporation
+0.62%
+$4,482
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
+0.61%
+$4,798.58
Boeing Company logo
BA Boeing Company
+0.58%
+$2,346.12
Markel Group Inc. logo
MKL Markel Group Inc.
+0.57%
+$3,320.11
iShares MSCI Denmark ETF logo
EDEN iShares MSCI Denmark ETF
+0.57%
+$4,775.76
Banc of California Inc. logo
BANC Banc of California Inc.
+0.56%
+$3,591.39
Avidia Bancorp, Inc. logo
AVBC Avidia Bancorp, Inc.
+0.54%
+$6,437.09
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
+0.52%
+$11,424.89
Hancock Whitney Corporation logo
HWC Hancock Whitney Corporation
+0.52%
+$1,480.92
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+0.51%
+$1,225.75
Braemar Hotels & Resorts Inc. logo
BHR Braemar Hotels & Resorts Inc.
+0.49%
+$4,314.44
Avient Corporation logo
AVNT Avient Corporation
+0.48%
+$1,460.58
Pagaya Technologies Ltd. logo
PGY Pagaya Technologies Ltd.
+0.47%
+$9,873.5
Evolent Health Inc. logo
EVH Evolent Health Inc.
+0.43%
+$988.16
General Motors Company logo
GM General Motors Company
+0.43%
+$15,725
Citigroup Inc. logo
C Citigroup Inc.
+0.42%
+$19,742.91
Ameresco Inc. logo
AMRC Ameresco Inc.
+0.4%
+$4,550.92
Compass Minerals International Inc. logo
CMP Compass Minerals International Inc.
+0.38%
+$2,888.5
Amtech Systems Inc. logo
ASYS Amtech Systems Inc.
+0.37%
+$1,631.55
Watts Water Technologies Inc. logo
WTS Watts Water Technologies Inc.
+0.36%
+$9,877.86
Group 1 Automotive Inc. logo
GPI Group 1 Automotive Inc.
+0.36%
+$13,749.38
Progressive Corporation logo
PGR Progressive Corporation
+0.33%
+$3,932.31
Resources Connection Inc. logo
RGP Resources Connection Inc.
+0.24%
+$666.35
Caterpillar Inc. logo
CAT Caterpillar Inc.
+0.23%
+$882.01
Apple Inc. logo
AAPL Apple Inc.
+0.23%
+$1,266.84
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+0.22%
+$3,528.93
Old Republic International Corp. logo
ORI Old Republic International Corp.
+0.2%
+$1,890.48
Fifth Third Bancorp logo
FITB Fifth Third Bancorp
+0.15%
+$1,565.8
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+0.13%
+$2,588.22
WSFS Financial Corporation logo
WSFS WSFS Financial Corporation
+0.12%
+$927
Fluor Corporation logo
FLR Fluor Corporation
+0.08%
+$238.72
Vanguard Developed Markets Index Fund Admiral Shares logo
VTMGX Vanguard Developed Markets Index Fund Admiral Shares
+0.04%
+$338.13
Freshpet Inc. logo
FRPT Freshpet Inc.
+0.04%
+$1,055.79
SPS Commerce Inc. logo
SPSC SPS Commerce Inc.
+0.04%
+$346.77
iShares 0-3 Month Treasury Bond ETF logo
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$119.04
iShares Short Treasury Bond ETF logo
SHV iShares Short Treasury Bond ETF
+0.03%
+$2,034.18
AES Corporation logo
AES AES Corporation
0%
$0
Berkshire Hills Bancorp Inc logo
BHLB Berkshire Hills Bancorp Inc
0%
$0
The Bank of New York Mellon Corporation logo
BK The Bank of New York Mellon Corporation
0%
$0
Northfield Bancorp Inc. logo
NFBK Northfield Bancorp Inc.
0%
$0
Ribbon Communications Inc. logo
RBBN Ribbon Communications Inc.
0%
$0
Tupperware Brands Corporation logo
TUP Tupperware Brands Corporation
0%
$0
Viacom Inc logo
VIAB Viacom Inc
0%
$0
AK Steel Holding Corp logo
AKS AK Steel Holding Corp
0%
$0
Cantor Equity Partners logo
CEPT Cantor Equity Partners
0%
$0
CD
CD
0%
$0
TYC
TYC
0%
$0
MMR
MMR
0%
$0
8089
808905103
0%
$0
9765
976592105
0%
$0
YRK
YRK
0%
$0
ARIA
ARIA
0%
$0
ITN
ITN
0%
$0
VSEA
VSEA
0%
$0
SFG
SFG
0%
$0
ENRN
ENRNQ
0%
$0
HMLD
HMLD
0%
$0
POL
POL
0%
$0
RTI
RTI
0%
$0
CASL
CASLQ
0%
$0
WPP
WPP
0%
$0
CERG
CERG
0%
$0
CK
CK
0%
$0
RML
RML
0%
$0
1152
115223109
0%
$0
CMIN
CMIN
0%
$0
INGR
INGR
0%
$0
CFWE
CFWEQ
0%
$0
2682
268248101
0%
$0
ONEI
ONEI
0%
$0
ASGR
ASGR
0%
$0
EPIX
EPIX
0%
$0
PLFE
PLFE
0%
$0
7238
723877106
0%
$0
JLG
JLG
0%
$0
1567
15677T106
0%
$0
3886
388690109
0%
$0
FDML
FDMLQ
0%
$0
2865
28659M106
0%
$0
KIDE
KIDEQ
0%
$0
MASC
MASC
0%
$0
HRLY
HRLY
0%
$0
DTII
DTIIQ
0%
$0
5825
582524104
0%
$0
TPR
TPR
0%
$0
WDHD
WDHD
0%
$0
ATX
ATX
0%
$0
4503
450312103
0%
$0
5940
594079105
0%
$0
SEGU
SEGU
0%
$0
8266
826675100
0%
$0
0798
079895207
0%
$0
7958
79587E104
0%
$0
8937
893767301
0%
$0
WIKS
WIKSQ
0%
$0
9292
929286102
0%
$0
WSTF
WSTF
0%
$0
9819
981922107
0%
$0
VBYR
VBYR
0%
$0
DSWT
DSWT
0%
$0
BWAY
BWAY
0%
$0
8673
8673F1065
0%
$0
5247
52470G841
0%
$0
6174
61747C582
0%
$0
Johnson Matthey PLC Sponsored ADR logo
JMPLY Johnson Matthey PLC Sponsored ADR
-19.47%
-$47,173.77
Quanterix Corporation logo
QTRX Quanterix Corporation
-9.44%
-$46,049.85
Cannae Holdings Inc. logo
CNNE Cannae Holdings Inc.
-5.98%
-$17,304.51
Sypris Solutions Inc. logo
SYPR Sypris Solutions Inc.
-4.19%
-$27,040.5
NCR Voyix Corp logo
VYX NCR Voyix Corp
-3.89%
-$47,328.6
HP Inc. logo
HPQ HP Inc.
-3.83%
-$13,105.2
Oracle Corporation logo
ORCL Oracle Corporation
-3.76%
-$60,916.8
Aspen Aerogels Inc. logo
ASPN Aspen Aerogels Inc.
-3.62%
-$39,446.22
Pegasystems Inc. logo
PEGA Pegasystems Inc.
-3.48%
-$91,852.1
Impinj, Inc. logo
PI Impinj, Inc.
-3.44%
-$143,294.15
Zoetis Inc. logo
ZTS Zoetis Inc.
-2.7%
-$17,504.95
Salesforce Inc logo
CRM Salesforce Inc
-2.57%
-$25,868.92
Nomad Foods Ltd. logo
NOMD Nomad Foods Ltd.
-2.49%
-$5,893.5
Zscaler Inc. logo
ZS Zscaler Inc.
-2.46%
-$27,285.66
Barrett Business Services Inc. logo
BBSI Barrett Business Services Inc.
-2.3%
-$56,803.03
Progress Software Corporation logo
PRGS Progress Software Corporation
-2.24%
-$250,602
Kohl's Corporation logo
KSS Kohl's Corporation
-2.09%
-$46,248
Intel Corporation logo
INTC Intel Corporation
-1.93%
-$3,151.2
Zeta Global Holdings Corp. logo
ZETA Zeta Global Holdings Corp.
-1.89%
-$36,100.46
Hewlett Packard Enterprise Company logo
HPE Hewlett Packard Enterprise Company
-1.86%
-$11,289.81
Onto Innovation Inc. logo
ONTO Onto Innovation Inc.
-1.81%
-$34,772.12
Novo Nordisk A/S Sponsored ADR logo
NVO Novo Nordisk A/S Sponsored ADR
-1.79%
-$13,408.43
Griffon Corporation logo
GFF Griffon Corporation
-1.71%
-$62,711.07
Denali Therapeutics Inc. logo
DNLI Denali Therapeutics Inc.
-1.69%
-$21,873.6
Sonos Inc. logo
SONO Sonos Inc.
-1.69%
-$12,304.04
BridgeBio Pharma, Inc. logo
BBIO BridgeBio Pharma, Inc.
-1.66%
-$82,570.05
Goosehead Insurance Inc. logo
GSHD Goosehead Insurance Inc.
-1.65%
-$43,012.5
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-1.57%
-$39,516
Azenta, Inc. logo
AZTA Azenta, Inc.
-1.56%
-$6,777.11
UFP Industries, Inc. logo
UFPI UFP Industries, Inc.
-1.53%
-$20,613.6
Replimune Group Inc. logo
REPL Replimune Group Inc.
-1.38%
-$4,520.25
Pitney Bowes Inc. logo
PBI Pitney Bowes Inc.
-1.38%
-$4,871.17
CarGurus, Inc. logo
CARG CarGurus, Inc.
-1.34%
-$5,421.3
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
-1.24%
-$15,458.59
Transcat Inc. logo
TRNS Transcat Inc.
-1.22%
-$14,114.88
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
-1.18%
-$14,265.8
Artisan Partners Asset Management Inc. logo
APAM Artisan Partners Asset Management Inc.
-1.17%
-$6,554.5
Mag Silver Corp. logo
MAG Mag Silver Corp.
-1.17%
-$13,105.1
International Business Machines Corporation logo
IBM International Business Machines Corporation
-1.16%
-$58,277.91
The Goodyear Tire & Rubber Company logo
GT The Goodyear Tire & Rubber Company
-1.13%
-$18,410
Xerox Holdings Corporation logo
XRX Xerox Holdings Corporation
-1.11%
-$771.18
Carter's Inc. logo
CRI Carter's Inc.
-1.1%
-$3,250.37
HNI Corporation logo
HNI HNI Corporation
-1.01%
-$26,015.5
S&P Global Inc. logo
SPGI S&P Global Inc.
-0.93%
-$6,732.12
Belden Inc. logo
BDC Belden Inc.
-0.92%
-$14,806.38
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.85%
-$3,471.16
Trico Bancshares logo
TCBK Trico Bancshares
-0.83%
-$7,013.27
Marqeta, Inc. Class A logo
MQ Marqeta, Inc. Class A
-0.82%
-$858.8
Cracker Barrel Old Country Store, Inc. logo
CBRL Cracker Barrel Old Country Store, Inc.
-0.81%
-$4,582.5
Sprout Social, Inc. Class A Common Stock logo
SPT Sprout Social, Inc. Class A Common Stock
-0.8%
-$1,601.68
Westgold Resources Limited logo
WGXRF Westgold Resources Limited
-0.73%
-$1,313.37
BioCryst Pharmaceuticals Inc. logo
BCRX BioCryst Pharmaceuticals Inc.
-0.71%
-$1,855
Danaher Corporation logo
DHR Danaher Corporation
-0.71%
-$5,945.76
Unisys Corporation logo
UIS Unisys Corporation
-0.69%
-$2,234.26
Johnson & Johnson logo
JNJ Johnson & Johnson
-0.66%
-$2,008.96
Fastenal Co. logo
FAST Fastenal Co.
-0.62%
-$7,927.68
Deere & Company logo
DE Deere & Company
-0.6%
-$1,168.01
Otis Worldwide Corporation logo
OTIS Otis Worldwide Corporation
-0.55%
-$4,029.19
American Vanguard Corporation logo
AVD American Vanguard Corporation
-0.47%
-$737.31
Steven Madden Ltd. logo
SHOO Steven Madden Ltd.
-0.44%
-$8,782.62
Somnigroup International Inc. logo
SGI Somnigroup International Inc.
-0.42%
-$13,194.81
Coherent Corp. logo
COHR Coherent Corp.
-0.42%
-$12,416.49
ACI Worldwide, Inc. logo
ACIW ACI Worldwide, Inc.
-0.41%
-$6,338.86
Eaton Corporation plc logo
ETN Eaton Corporation plc
-0.4%
-$1,303.11
Visa Inc. Class A logo
V Visa Inc. Class A
-0.39%
-$4,052.68
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$17,050.19
American Funds New Perspective Fund Class A logo
ANWPX American Funds New Perspective Fund Class A
-0.36%
-$1,692.31
Williams-Sonoma, Inc. logo
WSM Williams-Sonoma, Inc.
-0.35%
-$9,396.36
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-0.35%
-$2,903.56
Qorvo Inc. logo
QRVO Qorvo Inc.
-0.34%
-$2,138.07
United Natural Foods Inc. logo
UNFI United Natural Foods Inc.
-0.33%
-$2,366.72
Schwab Emerging Markets Equity ETF logo
SCHE Schwab Emerging Markets Equity ETF
-0.33%
-$6,259.08
Microsoft Corp. logo
MSFT Microsoft Corp.
-0.29%
-$5,053.03
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
-0.29%
-$1,710.88
First American Financial Corporation logo
FAF First American Financial Corporation
-0.27%
-$11,397.89
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$7,203.34
Alphabet Inc logo
GOOGL Alphabet Inc
-0.14%
-$2,189.71
BlackRock Short-Term California Muni Bond ETF logo
CALY BlackRock Short-Term California Muni Bond ETF
-0.12%
-$1,135.9
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$25,426.12
Fidelity Total Market Index Fund logo
FSKAX Fidelity Total Market Index Fund
-0.12%
-$3,241.21
NCR Atleos Corporation logo
NATL NCR Atleos Corporation
-0.11%
-$1,395.4
ISHARES RUSSELL 3000 ETF logo
IWV ISHARES RUSSELL 3000 ETF
-0.1%
-$5,469.42
FMC Corporation logo
FMC FMC Corporation
-0.1%
-$144.12
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.1%
-$708.54
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-0.09%
-$977.74
Pfizer Inc. logo
PFE Pfizer Inc.
-0.06%
-$1,114.64
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
-0.05%
-$242.71
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-0.05%
-$6,588.95
Nuveen Large Cap Value Index Fund R6 logo
TILVX Nuveen Large Cap Value Index Fund R6
-0.03%
-$89.81
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Dividends

Dividend Analysis

Yearly
$
Trades
12645
Longs Won
7400/12645 58%
Profit Factor
2.23
Profitability
Shorts Won
0/0 0%
Standard Deviation
$918,673.97
Average Win
$170,439.6
Best Trade
(Aug 19) $99.24M
Sharpe Ratio
-60.34
Average Loss
-$107,615.54
Worst Trade
(Sep 29) -$9.97M
Z-Score
-31.2 (100%)
Commissions
$0
Avg. Trade Length
4y 3m 2d
Expectancy
$54,069.08
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% 0.02%
Consecutive Losing Trades 5,848 5,263 4,678 4,094 3,509 2,924 2,339 1,754 1,170 585
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
0798
079895207
429,820 $3.65M $3.65M - - -
0.0
1152
115223109
1.48M $7.21M $7.21M - - -
0.0
1567
15677T106
19,370 $354,875.41 $371,682.57 - $16,807.16 4.74%
0.0
2682
268248101
1.09M $2.25M $2.25M - - -
0.0
2865
28659M106
600,650 $4.37M $3.99M - -$376,120.24 -8.61%
0.0
3886
388690109
1.48M $7.2M $7.03M - -$169,988.19 -2.36%
0.0
4503
450312103
22,345 $591,000 $591,000 - - -
0.0
5247
52470G841
196,652 $196,652 $196,652 - - -
0.0
5825
582524104
317,250 $3.37M $3.37M - - -
0.0
5940
594079105
208,500 $6.28M $6.28M - - -
0.0
6174
61747C582
14,509 $14,509 $14,509 - - -
0.0
7238
723877106
295,050 $3.43M $3.78M - $344,962.71 10.05%
0.0
7958
79587E104
260,950 $1.48M $2.84M - $1.36M 91.63%
0.0
8089
808905103
555,620 $14.12M $12.81M - -$1.3M -9.23%
0.0
8266
826675100
577,850 $4.08M $4.14M - $63,337.02 1.55%
0.0
8673
8673F1065
29,400 $151,000 $151,000 - - -
0.0
8937
893767301
967,250 $3.34M $3.39M - $42,539.24 1.27%
0.0
9292
929286102
29,000 $408,000 $408,000 - - -
0.0
9765
976592105
132,300 $1.99M $1.99M - - -
0.0
9819
981922107
407,800 $1.1M $1.1M - - -
0.0
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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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FAQ
Which stocks have generated the highest profits for Shantelle Reidy?
The largest contributions to the portfolio's profits come from the following stocks: Ashford Hospitality Trust, Inc - $647.86M, American Funds New Perspective Fund Class A - $26.75M, Super Micro Computer Inc - $19.82M, Somnigroup International Inc - $18.95M, and BOL - $18.13M. 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: DTIIQ - $13.81M, Mag Silver Corp - $12.91M, AK Steel Holding Corp - $12.14M, CEMJQ - $11.23M, and CFWEQ - $10.96M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shantelle Reidy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $710.76M earned over time. The largest contributors to dividend income include Ashford Hospitality Trust, Inc - $648.09M, NACCO Industries Inc - $4.8M, General Electric Company - $4.44M, Tupperware Brands Corporation - $3.12M, and Exxon Mobil Corporation - $2.26M. 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 look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Shantelle Reidy's strategy be considered aggressive or moderate?
Shantelle Reidy's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Shantelle Reidy's strategy?
Shantelle Reidy'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.
Account USV