CF
Cheryl Fluker Portfolio
Invests via Members Advisory Group LLC | Managed by Cheryl Fluker
Invests via Members Advisory Group LLC
Managed by Cheryl Fluker
Automatically Tracked
Cheryl Fluker Profile
Cheryl Fluker has cultivated a robust career in corporate governance and leadership, significantly impacting several industries. Known for her strategic insight, she has taken on senior roles that encompass guiding organizations through transformative change and enhancing operational efficiencies. Her diverse background includes pivotal positions in both established firms and innovative startups, allowing her to bridge traditional practices with forward-thinking solutions. With a commitment to fostering organizational resilience, she actively engages in mentorship initiatives aimed at developing future leaders in business sectors. Fluker's contributions extend beyond boardroom responsibilities as she continues to advocate for enhanced stakeholder engagement and responsible growth within the marketplace.
Cheryl Fluker has cultivated a robust career in corporate governance and leadership, significantly impacting several industries. Known for her strategic insight, she has taken on senior roles that encompass guiding organizations through transformative change and enhancing operational efficiencies. Her diverse background includes pivotal positions in both established firms and innovative startups, allowing her to bridge traditional practices with forward-thinking solutions. With a commitment to fostering organizational resilience, she actively engages in mentorship initiatives aimed at developing future leaders in business sectors. Fluker's contributions extend beyond boardroom responsibilities as she continues to advocate for enhanced stakeholder engagement and responsible growth within the marketplace.
Investment Philosophy & Strategy
In a rapidly evolving business environment, Cheryl Fluker leverages her extensive corporate governance experience to identify unique investment opportunities. With a strong emphasis on organizational resilience and operational improvements, her approach highlights the intersection of strategic insight and innovative practices. Decision-making is heavily influenced by market dynamics and transformative leadership principles developed through years in both established companies and startups. This multifaceted background enables her to effectively navigate challenges while prioritizing sustainable growth initiatives that align with stakeholder interests.
In a rapidly evolving business environment, Cheryl Fluker leverages her extensive corporate governance experience to identify unique investment opportunities. With a strong emphasis on organizational resilience and operational improvements, her approach highlights the intersection of strategic insight and innovative practices. Decision-making is heavily influenced by market dynamics and transformative leadership principles developed through years in both established companies and startups. This multifaceted background enables her to effectively navigate challenges while prioritizing sustainable growth initiatives that align with stakeholder interests.
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:
31.8%
Gain +0.42%
Monthly
0.34%
Yearly
4.13%
Drawdown
17.33%
$312.16M
Equity
Holdings
$312.16M
Investment
$265.76M
$60.24M
Profit +$1.42M
Realized
$13.85M
Unrealized
$46.4M
Dividends
$19.63M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.42%
Profit
$1.42M
Win %
83%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$757,557
Win %
83%
This Month
Compared to last month
Gain
-0.79%
Profit
-$2.49M
Win %
83%
This Year
Compared to last year
Gain
-10.64%
Profit
-$23.17M
Win %
84%
NBIL GraniteShares 2x Long Nebius Group NV Daily Exchange Traded Fund
+9.26%
+$55,770.54 
PSI Invesco Semiconductors ETF
+3.01%
+$83,628.3 
FTXL First Trust Nasdaq Semiconductor ETF
+2.27%
+$45,386.23 
IQM Franklin Intelligent Machines Fund
+2.01%
+$90,135.3 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$7,334.63 
VOLT Tema Electrification Fund
+1.28%
+$189,967 
JNJ Johnson & Johnson
+1.07%
+$2,144.55 
NBTB NBT Bancorp Inc.
+1.07%
+$17,096.22 
VTV Vanguard Value ETF
+0.94%
+$162,125.39 
DGT SPDR Global Dow ETF
+0.88%
+$204,335.76 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$2,562.76 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.66%
+$55,694.73 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$37,466.24 
VOO Vanguard S&P 500 ETF
+0.58%
+$173,628.28 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$221,663.68 
IDEQ Lazard International Dynamic Equity ETF
+0.4%
+$24,404.66 
FRDM Freedom 100 Emerging Markets ETF
+0.34%
+$9,558 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$7,141.2 
BINC iShares Flexible Income Active ETF
+0.12%
+$2,353.8 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$23,466.39 
GLD SPDR Gold Shares
+0.06%
+$11,849.54 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$1,597.99 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DGXX
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SHLD Global X Defense Tech ETF
-1.98%
-$13,485.66 
AAPL Apple Inc.
-1.52%
-$3,892.5 
AMZN Amazon.com Inc
-1.23%
-$3,626 
NYF iShares New York Muni Bond ETF
-0.11%
-$1,301.14 
FLMI Franklin Dynamic Municipal Bond ETF
-0.1%
-$484.32 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$13,437.48 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.03%
-$5,320.95 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$3,227.46 
JPLD JPMorgan Limited Duration ETF
-0.02%
-$847.1 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.02%
-$1,262.52 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$1,366.45 Events
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Dividends
Dividend Analysis
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| Trades 436 | Longs Won 259/436 59% | Profit Factor 5.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $742,151.55 |
| Average Win $281,031.92 | Best Trade (Jun 12) $11.66M | Sharpe Ratio -24.58 |
| Average Loss -$70,865.05 | Worst Trade (Dec 30) -$1.82M | Z-Score 2.41 (98.39%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 6d | Expectancy $138,174.66 |
| 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 | 4,405 | 3,965 | 3,524 | 3,084 | 2,643 | 2,203 | 1,762 | 1,322 | 881 | 441 |
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