Timothy Gerlach Portfolio
Invests via Novem Group | Managed by Timothy Gerlach, Jeffrey Altieri
Invests via Novem Group
Managed by Timothy Gerlach, Jeffrey Altieri
Automatically Tracked
Timothy Gerlach Profile
Timothy Gerlach is a prominent investor-operator recognized for his multifaceted contributions across various sectors. With a robust background in private equity and venture capital, he excels at identifying strategic growth opportunities within emerging markets. His hands-on approach integrates operational insights with investment acumen, enabling companies to navigate complex challenges while maximizing their potential. Known for fostering collaboration between stakeholders, he plays a pivotal role in steering organizational transformation initiatives that drive long-term success. Timothy’s ability to blend entrepreneurial spirit with operational expertise positions him as an influential leader in the evolving landscape of business finance.
Timothy Gerlach is a prominent investor-operator recognized for his multifaceted contributions across various sectors. With a robust background in private equity and venture capital, he excels at identifying strategic growth opportunities within emerging markets. His hands-on approach integrates operational insights with investment acumen, enabling companies to navigate complex challenges while maximizing their potential. Known for fostering collaboration between stakeholders, he plays a pivotal role in steering organizational transformation initiatives that drive long-term success. Timothy’s ability to blend entrepreneurial spirit with operational expertise positions him as an influential leader in the evolving landscape of business finance.
Investment Philosophy & Strategy
Growth dynamics in emerging sectors captivate decision-making processes for this investor-operator. Timothy Gerlach combines entrepreneurial insight with operational knowledge, allowing him to seize unique investment avenues that present sustainable scalability. His emphasis on fostering innovation not only boosts portfolio performance but also cultivates a collaborative environment where stakeholders contribute effectively. This focus on transformational leadership positions ventures to thrive amid competitive pressures, ensuring alignment between strategic objectives and market demands. With a history steeped in venture capital and private equity, he adeptly navigates complex landscapes to unearth opportunities ripe for impactful investments.
Growth dynamics in emerging sectors captivate decision-making processes for this investor-operator. Timothy Gerlach combines entrepreneurial insight with operational knowledge, allowing him to seize unique investment avenues that present sustainable scalability. His emphasis on fostering innovation not only boosts portfolio performance but also cultivates a collaborative environment where stakeholders contribute effectively. This focus on transformational leadership positions ventures to thrive amid competitive pressures, ensuring alignment between strategic objectives and market demands. With a history steeped in venture capital and private equity, he adeptly navigates complex landscapes to unearth opportunities ripe for impactful investments.
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:
22.93%
Gain +0.36%
Monthly
1.1%
Yearly
14.03%
Drawdown
14.41%
$949.76M
Equity
Holdings
$949.76M
Investment
$814.25M
$154.08M
Profit +$2.92M
Realized
$18.58M
Unrealized
$135.5M
Dividends
$28.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$2.92M
Win %
70%
This Week
Compared To Last Week
Gain
0.16%
Profit
$1.49M
Win %
70%
This Month
Compared to last month
Gain
-0.08%
Profit
-$731,734.48
Win %
70%
This Year
Compared to last year
Gain
9.29%
Profit
$80.76M
Win %
70%
MU Micron Technology, Inc.
+12.17%
+$126,853.42 
AMD Advanced Micro Devices, Inc.
+8.11%
+$45,967.49 
AMAT Applied Materials, Inc.
+7.39%
+$237,800.79 
GLW Corning Incorporated
+6.08%
+$65,421.3 
LRCX Lam Research Corporation
+4.97%
+$126,400.48 
APH Amphenol Corporation
+4.85%
+$85,468.52 
ORCL Oracle Corporation
+4.74%
+$19,159 
ASML ASML Holding N.V. New York Registry Shares
+3.59%
+$77,300.11 
ANET Arista Networks, Inc.
+3.09%
+$54,982.88 
CVS CVS Health Corporation
+2.78%
+$33,123.22 
IEMG iShares Core MSCI Emerging Markets ETF
+2.71%
+$19,253.08 
MS Morgan Stanley
+2.59%
+$12,274.08 
TSLA Tesla, Inc.
+2.53%
+$31,908.21 
XOM Exxon Mobil Corporation
+2.26%
+$51,720.65 
AVGO Broadcom Inc.
+2.21%
+$203,479.32 
XAR SPDR S&P Aerospace & Defense ETF
+2.16%
+$448 
CHI Calamos Convertible Opportunities and Income Fund
+2.1%
+$4,479.84 
NVDA NVIDIA Corporation
+1.97%
+$137,655.28 
JCI Johnson Controls International plc
+1.68%
+$79,953.12 
EOG EOG Resources, Inc.
+1.67%
+$23,192.19 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.66%
+$27,199.8 
HON Honeywell International Inc.
+1.63%
+$1,678.08 
VWO Vanguard FTSE Emerging Markets ETF
+1.6%
+$23,780.1 
COP ConocoPhillips
+1.57%
+$107,167.06 
BAC Bank of America Corporation
+1.32%
+$5,854.4 
BMY Bristol-Myers Squibb Company
+1.28%
+$6,391.77 
BAP Credicorp Ltd.
+1.1%
+$17,845.71 
IJR iShares Core S&P Small-Cap ETF
+1.01%
+$30,250.92 
XLE Energy Select Sector SPDR Fund
+0.97%
+$3,630.48 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.96%
+$3,858.4 
VUG Vanguard Growth ETF
+0.94%
+$182,049.6 
DOV Dover Corporation
+0.85%
+$11,470.32 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$43,106.97 
VOO Vanguard S&P 500 ETF
+0.83%
+$27,292.42 
VTV Vanguard Value ETF
+0.77%
+$143,275.44 
PFE Pfizer Inc.
+0.77%
+$2,771.91 
SEPM
+0.73%
+$2,482.75 
AMGN Amgen Inc.
+0.57%
+$30,257.04 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.51%
+$22,650.6 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.49%
+$2,463.75 
VIG Vanguard Dividend Appreciation ETF
+0.43%
+$59,728.14 
FNOV FT Vest US Equity Buffer ETF
+0.4%
+$3,032.7 
ETN Eaton Corporation plc
+0.38%
+$1,202.74 
AAPL Apple Inc.
+0.35%
+$66,881.7 
TRV The Travelers Companies, Inc.
+0.31%
+$1,317.58 
VCRB Vanguard Core Bond ETF
+0.16%
+$623.67 
CMCSA Comcast Corp
+0.13%
+$683.4 
PNC The PNC Financial Services Group, Inc.
+0.1%
+$4,774.32 
F Ford Motor Company
+0.07%
+$159.4 
ABT Abbott Laboratories
+0.06%
+$166.92 
DUK Duke Energy Corporation
+0.05%
+$183.36 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$1,464.66 
FDN First Trust Dow Jones Internet Index Fund
+0.04%
+$196.1 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$8,323.2 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.02%
+$113.44 
BNDX Vanguard Total International Bond ETF
+0.02%
+$325.98 
PLD Prologis Inc.
+0.02%
+$1,086.54 
FTSD Franklin Short Duration U.S. Government ETF
+0.01%
+$34.77 
MRK Merck & Co., Inc.
+0.01%
+$482.28 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+0.01%
+$22.78 
FEP First Trust Europe AlphaDEX Fund
+0.01%
+$14.21 
QSPT FT Vest Nasdaq-100 Buffer ETF
+0.01%
+$34.5 
FJP First Trust Japan AlphaDEX Fund
+0.01%
+$10.86 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+0.01%
+$42.95 
PKW Invesco BuyBack Achievers ETF
0%
+$6.03 
FDT First Trust Developed Markets ex-US Fund
0%
+$4.63 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
+$3.7 
FTXO First Trust Nasdaq Bank ETF
0%
+$1.83 
ABBV AbbVie Inc.
0%
$0 
ABR Arbor Realty Trust Inc.
0%
$0 
ACGL Arch Capital Group Ltd
0%
$0 
ADAM Adamas Trust, Inc.
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADSK Autodesk, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AFLG First Trust Active Factor Large Cap ETF
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AGZ iShares Agency Bond ETF
0%
$0 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
ALLE Allegion plc
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
AMP Ameriprise Financial, Inc.
0%
+$0.06 
AMT American Tower Corporation
0%
$0 
ATR AptarGroup, Inc.
0%
$0 
AWI Armstrong World Industries, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
BDC Belden Inc.
0%
$0 
BHP BHP Group Ltd.
0%
$0 
BHVN Biohaven Ltd.
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BKE Buckle Inc.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BMAR Innovator U.S. Equity Buffer ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BUFG FT Vest Buffered Allocation Fund
0%
$0 
BUFQ FT Nasdaq Buffer ETF July.
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CCJ Cameco Corporation
0%
$0 
CEFS Saba Capital Income & Opportunities ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGGO Capital Group Global Growth Equity ETF
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CGMU Capital Group Municipal Income ETF
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CNQ Canadian Natural Resources Limited
0%
$0 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CPA Copa Holdings S.A.
0%
-$0.03 
CPRT Copart Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSL Carlisle Companies Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
CWI SPDR MSCI ACWI ex-US ETF
0%
$0 
CXM Sprinklr Inc.
0%
$0 
DE Deere & Company
0%
$0 
DECK Deckers Outdoor Corporation
0%
-$0.01 
DEFT Defi Technologies Inc.
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DIVI Franklin International Core Dividend Tilt Index ETF
0%
$0 
DKL Delek Logistics Partners L.P.
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
ELS Equity Lifestyle Properties Inc.
0%
$0 
EMGF iShares MSCI Emerging Markets Multifactor ETF
0%
$0 
EMR Emerson Electric Co.
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ET Energy Transfer L.P.
0%
$0 
EWBC East West Bancorp Inc.
0%
$0 
FALN iShares Fallen Angels USD Bond ETF
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FBP First BanCorp Puerto Rico
0%
$0 
FBT First Trust NYSE Arca Biotechnology Index Fund
0%
$0 
FCOM Fidelity MSCI Communication Services Index ETF
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FEGE First Eagle Global Equity ETF
0%
$0 
FFEB FT Vest US Equity Buffer ETF
0%
+$0.01 
FFLC Fidelity Large Cap Core Fund
0%
$0 
FFSM Fidelity Small-Mid Cap Opportunities ETF
0%
$0 
FGD First Trust Dow Jones Global Select Dividend Index Fund
0%
$0 
FHI Federated Hermes Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FMAR FT Vest U.S. Equity Buffer ETF
0%
$0 
FMAY FT Vest U.S. Equity Buffer ETF
0%
+$0.01 
FMF First Trust Managed Futures Strategy Fund
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FSMB First Trust Short Duration Managed Municipal ETF
0%
$0 
FSMD Fidelity Small-Mid Multifactor ETF
0%
$0 
FTCB First Trust Core Investment Grade ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FTGS First Trust Growth Strength ETF
0%
$0 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
0%
$0 
FTLS First Trust Long/Short Equity ETF
0%
$0 
FTQI First Trust Nasdaq BuyWrite Fund
0%
$0 
FV First Trust Dorsey Wright Focus 5 ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GAB Gabelli Equity Trust Inc.
0%
$0 
GCOW Pacer Global Cash Cows Dividend ETF
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GFI Gold Fields Ltd. Sponsored ADR
0%
$0 
GGG Graco Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GRMN Garmin Ltd.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HAL Halliburton Company
0%
$0 
HALO Halozyme Therapeutics Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HEI Heico Corporation
0%
$0 
HIMU
0%
$0 
HYLS FT Tactical High Yield ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IDCC InterDigital, Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
0%
$0 
IGPT Invesco AI and Next Gen Software ETF
0%
$0 
IGRO iShares International Dividend Growth ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
INMU iShares Intermediate Muni Income Active ETF
0%
$0 
INTU Intuit Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
-$0.01 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
JACK Jack in the Box Inc.
0%
$0 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPEF JPMorgan Equity Focus ETF
0%
$0 
JPIE JPMorgan Income ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
KGC Kinross Gold Corporation
0%
$0 
KLAC KLA Corporation
0%
-$0.15 
KMB Kimberly-Clark Corporation
0%
$0 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
0%
$0 
KO The Coca-Cola Company
0%
$0 
KODK Eastman Kodak Company
0%
$0 
KRE SPDR S&P Regional Banking ETF
0%
$0 
L Loews Corporation
0%
$0 
LAD Lithia Motors Inc.
0%
$0 
LGOV First Trust Long Duration Opportunities ETF
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LII Lennox International Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LOPE Grand Canyon Education Inc.
0%
-$0.05 
MA Mastercard Incorporated
0%
$0 
MBB iShares MBS ETF
0%
$0 
MCD McDonald's Corporation
0%
-$0.03 
MCO Moody's Corporation
0%
$0 
MEDP Medpace Holdings Inc.
0%
+$0.02 
MET MetLife Inc.
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MLI Mueller Industries Inc.
0%
$0 
MMM 3M Company
0%
$0 
MNR Mach Natural Resources L.P.
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPLX MPLX LP
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
-$0.06 
MSFT Microsoft Corp.
0%
$0 
MTB M&T Bank Corporation
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
NDSN Nordson Corporation
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 
NFG National Fuel Gas Company
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NTAP NetApp, Inc.
0%
$0 
NULG Nuveen ESG Large-Cap Growth ETF
0%
+$0.01 
NVO Novo Nordisk A/S Sponsored ADR
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
NZF Nuveen Municipal Credit Income Fund
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
0%
-$0.02 
OMF OneMain Holdings Inc.
0%
$0 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PAYX Paychex Inc.
0%
$0 
PDI Pimco Dynamic Income Fund
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.25 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PML PIMCO Municipal Income Fund II
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
$0 
PRGO Perrigo Company plc
0%
$0 
PSLV Sprott Physical Silver Trust
0%
$0 
PSX Phillips 66
0%
$0 
PTRB PGIM Total Return Bond ETF
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
PWR Quanta Services Inc.
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QCOM QUALCOMM Incorporated
0%
-$0.28 
QDEC FT Vest Nasdaq-100 Buffer ETF
0%
$0 
QLYS Qualys, Inc.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
QQQJ Invesco NASDAQ Next Gen 100 ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QTEC First Trust NASDAQ-100 Technology Index Fund
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RCL Royal Caribbean Group
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RGLD Royal Gold Inc.
0%
$0 
RGR Sturm, Ruger & Company, Inc.
0%
$0 
RMBS Rambus Inc.
0%
$0 
RMD ResMed Inc.
0%
$0 
RSDE FT Vest U.S. Equity Equal Weight Buffer ETF - December
0%
$0 
RSJN FT Vest U.S. Equity Equal Weight Buffer ETF - June
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RTX RTX Corporation
0%
$0 
SCCO Southern Copper Corporation
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SDVD FT Vest Smid Rising Dividend Fund
0%
$0 
SEIC SEI Investments Company
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SKT Tanger Factory Outlet Centers, Inc.
0%
$0 
SLB Schlumberger Limited
0%
$0 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
0%
$0 
SMLF iShares U.S. Small-Cap Equity Factor ETF
0%
$0 
SMMU PIMCO Short Term Municipal Bond Active ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPG Simon Property Group, Inc.
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
STZ Constellation Brands, Inc.
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
SYF Synchrony Financial
0%
$0 
T AT&T Inc.
0%
$0 
TCHP T. Rowe Price Blue Chip Growth ETF
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
TGT Target Corporation
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UAN CVR Partners L.P.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UITB VictoryShares Core Intermediate Bond ETF
0%
$0 
URI United Rentals, Inc.
0%
-$0.02 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
UTHR United Therapeutics Corporation
0%
$0 
V Visa Inc. Class A
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCR Vanguard Consumer Discretionary ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VHT Vanguard Health Care ETF
0%
+$0.01 
VIS Vanguard Industrials ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VRSK Verisk Analytics Inc.
0%
$0 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WAT Waters Corporation
0%
$0 
WES Western Midstream Partners, LP
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
-$0.02 
XLV Health Care Select Sector SPDR Fund
0%
$0 
IT Gartner Inc.
-4.46%
-$27,518.74 
RELX Relx PLC Sponsored ADR
-4.02%
-$33,989.65 
CHKP Check Point Software Technologies Ltd.
-3.88%
-$32,009.98 
ADP Automatic Data Processing Inc.
-3.53%
-$40,680.25 
KNSL Kinsale Capital Group Inc.
-3.05%
-$28,873.02 
ACN Accenture plc Class A
-2.67%
-$6,807.33 
SCHW Charles Schwab Corporation
-2.52%
-$19,295.82 
TTEK Tetra Tech, Inc.
-2.43%
-$5,400.56 
PM Philip Morris International Inc.
-2.43%
-$28,463.76 
BA Boeing Company
-2.23%
-$25,192.44 
NOC Northrop Grumman Corporation
-2.23%
-$3,862.78 
MOS Mosaic Company
-1.96%
-$3,537.6 
UL Unilever PLC Sponsored American Depositary Receipt
-1.95%
-$9,022.97 
PSA Public Storage Common Stock
-1.83%
-$20,247.34 
FIS Fidelity National Information Services, Inc.
-1.63%
-$10,815.06 
WMT Walmart Inc.
-1.61%
-$117,885.3 
CL Colgate-Palmolive Company
-1.56%
-$3,896.75 
GOOG Alphabet Inc
-1.47%
-$40,051.76 
GOOGL Alphabet Inc
-1.37%
-$43,361.47 
INFY Infosys Limited
-1.33%
-$10,143.6 
BSX Boston Scientific Corporation
-1.32%
-$6,059.84 
IBM International Business Machines Corporation
-1.17%
-$18,817.5 
MDT Medtronic plc
-1.13%
-$37,215.54 
MSI Motorola Solutions, Inc.
-1.01%
-$11,022.37 
AMZN Amazon.com Inc
-0.98%
-$33,157.3 
ALL Allstate Corporation
-0.78%
-$43,979 
COST Costco Wholesale Corporation
-0.7%
-$4,382.27 
CBSH Commerce Bancshares, Inc.
-0.7%
-$9,398.02 
CTAS Cintas Corporation
-0.69%
-$1,826.46 
SNA Snap-on Inc.
-0.62%
-$7,539.4 
KMI Kinder Morgan, Inc.
-0.61%
-$4,328 
EPD Enterprise Products Partners L.P.
-0.57%
-$5,058.9 
AEP American Electric Power Company, Inc.
-0.43%
-$1,001.5 
TJX The TJX Companies, Inc.
-0.42%
-$1,774.5 
MCK McKesson Corporation
-0.32%
-$1,045.39 
COF Capital One Financial Corporation
-0.27%
-$1,079.65 
SDY SPDR S&P Dividend ETF
-0.23%
-$10,444.32 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$587.3 
DELL Dell Technologies Inc.
-0.04%
-$418.03 
BKNG Booking Holdings Inc.
-0.03%
-$173.75 
SYSB iShares Systematic Bond ETF
-0.02%
-$35.19 
QJUN FT Vest Nasdaq-100 Buffer ETF
-0.01%
-$66.3 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-0.01%
-$18.92 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$21.5 
FTA First Trust Large Cap Value AlphaDEX Fund
0%
-$20.96 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
0%
-$9.6 
FHDG First Trust Exchange-Traded Fund IV - First Trust Horizon Managed Volatility Domestic ETF
0%
-$4.24 Events
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Dividends
Dividend Analysis
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| Trades 2217 | Longs Won 1471/2217 66% | Profit Factor 8.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $322,398.97 |
| Average Win $118,723.31 | Best Trade (Jul 22) $6.09M | Sharpe Ratio -10.29 |
| Average Loss -$27,559.19 | Worst Trade (Jul 27) -$1.57M | Z-Score 12.06 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w | Expectancy $69,499.48 |
| 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 | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
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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FAQ
Which stocks have generated the highest profits for Timothy Gerlach?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $2.65M, PIMCO Multisector Bond Active ETF - $2.03M, eBay Inc - $1.54M, iShares Fallen Angels USD Bond ETF - $1.54M, and PIMCO Active Bond Exchange-Traded Fund - $1.48M. 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: Comcast Corp - $754,258.33, lululemon athletica inc - $573,907, FactSet Research Systems Inc - $377,743.97, T. Rowe Price Small-Mid Cap ETF - $352,412.31, and UnitedHealth Group Incorporated - $329,621.85. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy Gerlach's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.32M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $1.89M, iShares Fallen Angels USD Bond ETF - $1.54M, PIMCO Active Bond Exchange-Traded Fund - $1.48M, PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund - $976,139.83, and Schwab Short-Term U.S. Treasury ETF - $909,575.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy Gerlach's monthly returns?
Timothy Gerlach's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Timothy Gerlach's strategy be considered aggressive or moderate?
Timothy Gerlach'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 Timothy Gerlach's strategy?
Timothy Gerlach'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.
