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:
23.75%
Gain -0.09%
Monthly
1.05%
Yearly
13.41%
Drawdown
14.49%
$989.21M
Equity
Holdings
$989.21M
Investment
$853.04M
$158.76M
Profit -$755,161.19
Realized
$22.59M
Unrealized
$136.17M
Dividends
$30.5M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$755,161.19
Win %
67%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$10.18M
Win %
67%
This Month
Compared to last month
Gain
-0.85%
Profit
-$8.5M
Win %
67%
This Year
Compared to last year
Gain
0.45%
Profit
$4.58M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$491,553.78 
ETN Eaton Corporation plc
+7.32%
+$20,553.06 
GOOG Alphabet Inc
+6.88%
+$170,345.52 
GOOGL Alphabet Inc
+6.73%
+$185,557.26 
ANET Arista Networks, Inc.
+5.46%
+$93,869.19 
FTNT Fortinet Inc.
+4.99%
+$109,139.8 
ABR Arbor Realty Trust Inc.
+4.59%
+$2,955.92 
FFIV F5 Inc.
+3.56%
+$43,740.33 
META Meta Platforms Inc Class A
+3.28%
+$81,381 
MSFT Microsoft Corp.
+3.02%
+$236,075.29 
NVDA NVIDIA Corporation
+2.93%
+$190,822.72 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$19,577 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$13,921.64 
CXM Sprinklr Inc.
+2.58%
+$2,434.72 
EVR Evercore Inc.
+2.46%
+$22,208.72 
FSLR First Solar, Inc.
+2.44%
+$27,459.42 
CVX Chevron Corporation
+2.35%
+$10,418.6 
GLW Corning Incorporated
+2.24%
+$20,446.44 
CSCO Cisco Systems, Inc.
+2.14%
+$57,834 
PSA Public Storage Common Stock
+2.12%
+$23,560.32 
DKL Delek Logistics Partners L.P.
+1.96%
+$26,470.04 
JCI Johnson Controls International plc
+1.93%
+$82,365.84 
HAL Halliburton Company
+1.93%
+$4,649.42 
LHX L3Harris Technologies, Inc.
+1.9%
+$9,504.73 
PANW Palo Alto Networks, Inc.
+1.89%
+$13,542.3 
FIX Comfort Systems USA, Inc.
+1.88%
+$6,592.94 
TSCO Tractor Supply Company
+1.85%
+$3,974.88 
ORCL Oracle Corporation
+1.81%
+$7,992.6 
CINF Cincinnati Financial Corporation
+1.69%
+$19,877.03 
FLEX Flex Ltd.
+1.64%
+$2,655.12 
KMI Kinder Morgan, Inc.
+1.64%
+$11,007.36 
RMBS Rambus Inc.
+1.62%
+$12,454.04 
ACN Accenture plc Class A
+1.61%
+$4,904.97 
BSX Boston Scientific Corporation
+1.59%
+$6,080.9 
VZ Verizon Communications Inc.
+1.52%
+$12,495 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$12,283.92 
MPLX MPLX LP
+1.46%
+$16,800 
ADAM Adamas Trust, Inc.
+1.45%
+$1,496.95 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$4,306.93 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$112,087.68 
PH Parker-Hannifin Corporation
+1.43%
+$16,900.26 
PWR Quanta Services Inc.
+1.43%
+$10,177.31 
IHAK iShares Cybersecurity and Tech ETF
+1.43%
+$2,918.05 
GE General Electric Company
+1.42%
+$35,456.46 
KLAC KLA Corporation
+1.38%
+$28,333.82 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$7,878.36 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$6,193.3 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$16,839.9 
CMCSA Comcast Corp
+1.23%
+$5,974 
COP ConocoPhillips
+1.22%
+$78,346.45 
CHI Calamos Convertible Opportunities and Income Fund
+1.21%
+$2,488.8 
WFC Wells Fargo & Company
+1.19%
+$4,963.32 
MNR Mach Natural Resources L.P.
+1.19%
+$3,840 
FCOM Fidelity MSCI Communication Services Index ETF
+1.18%
+$11,360.8 
AMAT Applied Materials, Inc.
+1.18%
+$29,169.7 
RMD ResMed Inc.
+1.16%
+$11,945.12 
MSI Motorola Solutions, Inc.
+1.14%
+$12,581.33 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$453,102.12 
BG Bunge Global S.A.
+1.1%
+$33,272.28 
VUG Vanguard Growth ETF
+1.1%
+$212,023.26 
OKTA Okta Inc.
+1.07%
+$2,570 
VMI Valmont Industries, Inc.
+1.07%
+$2,092 
JPEF JPMorgan Equity Focus ETF
+1.05%
+$107,811.4 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$7,701.42 
XLE Energy Select Sector SPDR Fund
+1%
+$4,203.75 
URI United Rentals, Inc.
+0.99%
+$14,563.11 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$14,321.44 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$10,650.15 
UNP Union Pacific Corporation
+0.92%
+$3,337.51 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$2,311.16 
AMLP Alerian MLP ETF
+0.89%
+$9,643.69 
SCHW Charles Schwab Corporation
+0.87%
+$6,483.75 
NDSN Nordson Corporation
+0.86%
+$10,095.41 
IBM International Business Machines Corporation
+0.86%
+$22,239.81 
FFLC Fidelity Large Cap Core Fund
+0.86%
+$232,669 
GEV GE Vernova Inc.
+0.85%
+$8,077.32 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$2,815.14 
FHI Federated Hermes Inc.
+0.82%
+$9,913.19 
MCD McDonald's Corporation
+0.82%
+$6,758.43 
EMR Emerson Electric Co.
+0.79%
+$32,221.35 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$53,780.16 
UAN CVR Partners L.P.
+0.79%
+$4,444.04 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.79%
+$1,865.52 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$13,760.76 
SHLD Global X Defense Tech ETF
+0.77%
+$4,422.24 
TSLA Tesla, Inc.
+0.76%
+$9,527.24 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,224.83 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,943.96 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$30,149.8 
VIS Vanguard Industrials ETF
+0.72%
+$5,355.4 
VOO Vanguard S&P 500 ETF
+0.71%
+$23,998.88 
CAT Caterpillar Inc.
+0.7%
+$9,361.15 
BMY Bristol-Myers Squibb Company
+0.69%
+$28,800.9 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$37,930.88 
IVV iShares Core S&P 500 ETF
+0.69%
+$106,874.88 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$2,239.57 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$189,848.43 
QTUM Defiance Quantum ETF
+0.67%
+$31,779.52 
CARG CarGurus, Inc.
+0.67%
+$6,961.68 
WMS Advanced Drainage Systems, Inc.
+0.66%
+$6,358.1 
PLTR Palantir Technologies Inc.
+0.65%
+$2,619.19 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$16,379.16 
BUFG FT Vest Buffered Allocation Fund
+0.65%
+$6,268.29 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$18,247.18 
CGDV Capital Group Dividend Value ETF
+0.63%
+$56,024.75 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$12,039.44 
HEI Heico Corporation
+0.62%
+$1,964.41 
TER Teradyne, Inc.
+0.6%
+$1,577.41 
ET Energy Transfer L.P.
+0.59%
+$3,756.24 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$2,474.52 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.58%
+$3,845.32 
FHDG First Trust Exchange-Traded Fund IV - First Trust Horizon Managed Volatility Domestic ETF
+0.58%
+$3,946.11 
MO Altria Group, Inc.
+0.57%
+$1,745.64 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$5,996.43 
VCTR Victory Capital Holdings, Inc. Class A
+0.56%
+$7,855.09 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$19,027.12 
APH Amphenol Corporation
+0.55%
+$10,188.52 
BMAR Innovator U.S. Equity Buffer ETF
+0.54%
+$3,893.1 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$19,394.18 
STX Seagate Technology Holdings plc
+0.52%
+$1,103.6 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.52%
+$1,537.78 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+0.52%
+$43,182.06 
QDEC FT Vest Nasdaq-100 Buffer ETF
+0.52%
+$3,274.92 
PSX Phillips 66
+0.51%
+$1,405.05 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.51%
+$22,976.49 
AFLG First Trust Active Factor Large Cap ETF
+0.5%
+$1,971.42 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.5%
+$2,640 
IDCC InterDigital, Inc.
+0.49%
+$4,561.5 
FMAY FT Vest U.S. Equity Buffer ETF
+0.48%
+$1,693.97 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.48%
+$2,418.12 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+0.47%
+$3,779.36 
VALE Vale S.A.
+0.47%
+$884.31 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$22,027.05 
FTQI First Trust Nasdaq BuyWrite Fund
+0.46%
+$2,386.2 
FNOV FT Vest US Equity Buffer ETF
+0.46%
+$3,503.3 
OHI Omega Healthcare Investors Inc.
+0.46%
+$2,857.29 
IYW iShares U.S. Technology ETF
+0.46%
+$976.3 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,350.87 
PAYX Paychex Inc.
+0.44%
+$1,946.16 
CSX CSX Corporation
+0.42%
+$1,453.62 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$3,402.4 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$15,866.7 
FMAR FT Vest U.S. Equity Buffer ETF
+0.41%
+$1,547.57 
PFE Pfizer Inc.
+0.4%
+$1,440.2 
RTX RTX Corporation
+0.39%
+$8,299.2 
QSPT FT Vest Nasdaq-100 Buffer ETF
+0.38%
+$2,242.24 
AVGO Broadcom Inc.
+0.37%
+$34,528.32 
PG Procter & Gamble Co
+0.37%
+$1,612.26 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$17,164.08 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$5,993.64 
KODK Eastman Kodak Company
+0.36%
+$358.5 
BAC Bank of America Corporation
+0.36%
+$1,480.82 
FFEB FT Vest US Equity Buffer ETF
+0.34%
+$1,600.2 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$17,038.8 
SNA Snap-on Inc.
+0.33%
+$3,993 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$4,818.02 
RF Regions Financial Corporation
+0.32%
+$750.7 
GD General Dynamics Corporation
+0.32%
+$1,726.3 
MRK Merck & Co., Inc.
+0.32%
+$22,967.12 
FTGS First Trust Growth Strength ETF
+0.31%
+$3,199.92 
FMF First Trust Managed Futures Strategy Fund
+0.3%
+$1,147.94 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$7,502.27 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$2,004.77 
JPM JPMorgan Chase & Co.
+0.27%
+$19,652.58 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$767.34 
AMP Ameriprise Financial, Inc.
+0.25%
+$3,149.18 
TDVI FT Vest Technology Dividend Mutual Fund
+0.23%
+$689.5 
FTXO First Trust Nasdaq Bank ETF
+0.23%
+$600.58 
ALLE Allegion plc
+0.22%
+$573.57 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$3,992.59 
JNJ Johnson & Johnson
+0.21%
+$4,190.18 
ADI Analog Devices, Inc.
+0.2%
+$694.85 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,122.42 
JACK Jack in the Box Inc.
+0.18%
+$1,056 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$741.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,677.24 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,150.76 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$1,867.12 
T AT&T Inc.
+0.17%
+$894 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$1,297 
MS Morgan Stanley
+0.17%
+$676.44 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
+0.17%
+$362.83 
AWI Armstrong World Industries, Inc.
+0.17%
+$1,757.4 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$403.75 
KNSL Kinsale Capital Group Inc.
+0.15%
+$1,665.98 
DELL Dell Technologies Inc.
+0.14%
+$780.08 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$632.55 
SDVD FT Vest Smid Rising Dividend Fund
+0.13%
+$536.91 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$10,797.84 
CEFS Saba Capital Income & Opportunities ETF
+0.12%
+$377.7 
MMM 3M Company
+0.12%
+$318.77 
RSDE FT Vest U.S. Equity Equal Weight Buffer ETF - December
+0.11%
+$635.34 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$263.82 
C Citigroup Inc.
+0.1%
+$189.4 
WM Waste Management, Inc.
+0.1%
+$264 
AFL Aflac Inc.
+0.09%
+$284.4 
WMT Walmart Inc.
+0.09%
+$6,409.23 
ABT Abbott Laboratories
+0.09%
+$252.18 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.09%
+$461 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$2,743.68 
FEGE First Eagle Global Equity ETF
+0.08%
+$6,699.84 
ATR AptarGroup, Inc.
+0.07%
+$226.65 
AEP American Electric Power Company, Inc.
+0.06%
+$127.05 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$4,668.54 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$123.4 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$387.7 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$5,882.88 
HDV iShares Core High Dividend ETF
+0.04%
+$91.93 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$80.58 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.02%
+$636.5 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$179.95 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$90.54 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$60.24 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$730.91 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$1,762.73 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$49.14 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
FTSD Franklin Short Duration U.S. Government ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 HIMU
HIMU
0%
$0 9814
98149GAB6
0%
$0 SEPM
SEPM
0%
$0 DLFE
DLFE
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.52M 
DEFT Defi Technologies Inc.
-6.53%
-$407.68 
NXPI NXP Semiconductors N.V.
-6.53%
-$248,416 
LIN Linde plc
-5.95%
-$12,921.02 
MU Micron Technology, Inc.
-5.9%
-$57,309.23 
EXEL Exelixis Inc.
-5.25%
-$68,340.32 
LAD Lithia Motors Inc.
-4.84%
-$20,080.63 
RGR Sturm, Ruger & Company, Inc.
-4.84%
-$17,588.35 
HCI HCI Group, Inc.
-3.85%
-$48,663.49 
GFI Gold Fields Ltd. Sponsored ADR
-3.31%
-$27,505.8 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$8,443.6 
IBIT iShares Bitcoin Trust
-2.89%
-$9,250.62 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$13,280.4 
DECK Deckers Outdoor Corporation
-2.82%
-$28,302.32 
IBKR Interactive Brokers Group Inc.
-2.75%
-$40,328.04 
FIS Fidelity National Information Services, Inc.
-2.67%
-$19,135.11 
QCOM QUALCOMM Incorporated
-2.63%
-$107,012.07 
ABBV AbbVie Inc.
-2.51%
-$56,832.48 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
-2.48%
-$25,026 
BHVN Biohaven Ltd.
-2.31%
-$16,640 
KGC Kinross Gold Corporation
-2.2%
-$4,706 
BA Boeing Company
-2.15%
-$6,392.67 
BCH Banco de Chile S.A.
-2.13%
-$24,321.6 
CCJ Cameco Corporation
-2.1%
-$5,024.6 
WES Western Midstream Partners, LP
-2%
-$15,050.85 
NFLX Netflix, Inc.
-2%
-$34,210.72 
PSLV Sprott Physical Silver Trust
-1.98%
-$5,785.5 
AMD Advanced Micro Devices, Inc.
-1.9%
-$8,962.82 
CRUS Cirrus Logic, Inc.
-1.9%
-$15,594.57 
MC Moelis & Company
-1.86%
-$20,139.63 
GIS General Mills, Inc.
-1.84%
-$11,075.1 
APD Air Products and Chemicals, Inc.
-1.77%
-$4,221.45 
AON Aon plc
-1.64%
-$20,618.57 
BHP BHP Group Ltd.
-1.64%
-$20,339.25 
LRCX Lam Research Corporation
-1.58%
-$28,336.37 
UTHR United Therapeutics Corporation
-1.54%
-$15,944.24 
GLD SPDR Gold Shares
-1.49%
-$10,565.58 
IAU iShares Gold Trust
-1.46%
-$20,025.86 
FICO Fair Isaac Corporation
-1.45%
-$3,347.15 
NVS Novartis AG Sponsored ADR
-1.45%
-$19,984.92 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$21,317.94 
BSAC Banco Santander-Chile ADR
-1.31%
-$14,615.58 
MNST Monster Beverage Corporation
-1.3%
-$20,633.69 
FCX Freeport-McMoRan Inc.
-1.28%
-$2,586.33 
GRMN Garmin Ltd.
-1.27%
-$19,898.01 
SCCO Southern Copper Corporation
-1.24%
-$13,458.27 
F Ford Motor Company
-1.21%
-$2,781.54 
TJX The TJX Companies, Inc.
-1.21%
-$5,719.65 
GNTX Gentex Corporation
-1.18%
-$2,262.68 
SHW The Sherwin-Williams Company
-1.16%
-$5,434.37 
DE Deere & Company
-1.13%
-$6,922.39 
DEO Diageo plc Sponsored ADR
-1.12%
-$10,008 
PNR Pentair plc
-1.1%
-$8,859.28 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
-1.1%
-$11,551.29 
PLD Prologis Inc.
-1.08%
-$55,097.76 
MCK McKesson Corporation
-1.08%
-$3,662.76 
CTAS Cintas Corporation
-1.04%
-$15,528.17 
INTC Intel Corporation
-1.02%
-$2,028.33 
KO The Coca-Cola Company
-1.02%
-$5,899.5 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
-1.02%
-$10,409.59 
UPS United Parcel Service, Inc.
-1%
-$2,518.95 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$42,460.9 
XOM Exxon Mobil Corporation
-0.97%
-$24,323.94 
RACE Ferrari N.V.
-0.97%
-$11,155.43 
MET MetLife Inc.
-0.97%
-$3,099.18 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$11,451.38 
HALO Halozyme Therapeutics Inc.
-0.91%
-$2,000.32 
IGRO iShares International Dividend Growth ETF
-0.91%
-$6,366.36 
VSAT Viasat Inc.
-0.86%
-$1,689.74 
GILD Gilead Sciences Inc.
-0.81%
-$2,413.9 
MCO Moody's Corporation
-0.81%
-$9,071.46 
KMB Kimberly-Clark Corporation
-0.8%
-$5,527.28 
WAT Waters Corporation
-0.79%
-$9,283.92 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$7,380 
FDT First Trust Developed Markets ex-US Fund
-0.76%
-$3,632.85 
GGG Graco Inc.
-0.76%
-$8,439.35 
VHT Vanguard Health Care ETF
-0.76%
-$3,882.04 
CVS CVS Health Corporation
-0.75%
-$8,154.38 
MA Mastercard Incorporated
-0.74%
-$19,890.02 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$1,125 
BLK BlackRock, Inc.
-0.73%
-$2,529.66 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$10,107.86 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$55,214.85 
GAB Gabelli Equity Trust Inc.
-0.71%
-$419.56 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$27,560.64 
PDI Pimco Dynamic Income Fund
-0.68%
-$2,650.78 
MLI Mueller Industries Inc.
-0.67%
-$7,834.5 
DUK Duke Energy Corporation
-0.67%
-$2,524.2 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$7,225.93 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$17,915.78 
AMGN Amgen Inc.
-0.64%
-$36,954.63 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,447.35 
LGOV First Trust Long Duration Opportunities ETF
-0.62%
-$1,814.67 
PM Philip Morris International Inc.
-0.61%
-$7,227.44 
ITWO ProShares Russell 2000 High Income ETF
-0.61%
-$1,204 
PTRB PGIM Total Return Bond ETF
-0.61%
-$63,488 
ACGL Arch Capital Group Ltd
-0.6%
-$7,107.11 
FJP First Trust Japan AlphaDEX Fund
-0.6%
-$1,372.05 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$5,984.9 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$24,585.09 
BKE Buckle Inc.
-0.55%
-$2,192.62 
VNQ Vanguard Real Estate ETF
-0.54%
-$15,740.46 
COF Capital One Financial Corporation
-0.54%
-$1,341.32 
LLY Eli Lilly and Company
-0.53%
-$10,249.36 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,783.39 
FTCS First Trust Capital Strength ETF
-0.51%
-$3,434.85 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$9,219.28 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$2,020.36 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,304.93 
ALL Allstate Corporation
-0.49%
-$28,766.69 
IWM iShares Russell 2000 ETF
-0.47%
-$31,160.8 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,454 
SPG Simon Property Group, Inc.
-0.46%
-$6,782.73 
PEP PepsiCo, Inc.
-0.46%
-$16,797.44 
CGMU Capital Group Municipal Income ETF
-0.44%
-$11,510.28 
TRV The Travelers Companies, Inc.
-0.43%
-$1,864.72 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.43%
-$1,437.15 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,020.12 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$9,329.5 
HD The Home Depot, Inc.
-0.42%
-$2,817.57 
MBB iShares MBS ETF
-0.4%
-$830.65 
VGT Vanguard Information Technology ETF
-0.38%
-$908.16 
AXP American Express Company
-0.38%
-$4,335.75 
LII Lennox International Inc.
-0.38%
-$3,408.49 
MDT Medtronic plc
-0.37%
-$2,451.2 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.37%
-$5,181.04 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$52,031.06 
FDVV Fidelity High Dividend ETF
-0.35%
-$1,427.58 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$3,945.48 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$2,405.48 
CR Crane NXT Co.
-0.34%
-$4,067.89 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$844.56 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$13,607.38 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$73,665.6 
CL Colgate-Palmolive Company
-0.33%
-$817.5 
L Loews Corporation
-0.31%
-$2,860.18 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$984.06 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$1,077.32 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$642.75 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$13,148.64 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.29%
-$1,870.22 
SDY SPDR S&P Dividend ETF
-0.28%
-$12,660.12 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$3,221.65 
FBND Fidelity Total Bond ETF
-0.27%
-$869.28 
VTV Vanguard Value ETF
-0.27%
-$50,215.82 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$9,853.2 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,574.5 
LAUR Laureate Education Inc.
-0.26%
-$3,225.9 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$16,479.46 
VCRB Vanguard Core Bond ETF
-0.25%
-$977.83 
BX Blackstone Inc.
-0.25%
-$2,887.42 
UITB VictoryShares Core Intermediate Bond ETF
-0.25%
-$1,868.72 
HUBB Hubbell Inc.
-0.24%
-$2,258.36 
COST Costco Wholesale Corporation
-0.24%
-$1,869.58 
BNDX Vanguard Total International Bond ETF
-0.23%
-$3,609.1 
VB Vanguard Small-Cap ETF
-0.22%
-$1,832.1 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$712.7 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$3,267.16 
SYSB iShares Systematic Bond ETF
-0.22%
-$1,929.07 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$1,342.11 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$446.87 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$3,606.3 
MEDP Medpace Holdings Inc.
-0.21%
-$2,504.95 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$29,799.1 
NFG National Fuel Gas Company
-0.19%
-$760.8 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$598.04 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$78,661.25 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,587.06 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$1,135.8 
BKNG Booking Holdings Inc.
-0.18%
-$979.94 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$411.08 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$490.4 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$938.21 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$391.86 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$30,059.2 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$664.53 
ELV Elevance Health, Inc.
-0.15%
-$296.23 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$6,321.96 
RSJN FT Vest U.S. Equity Equal Weight Buffer ETF - June
-0.15%
-$734.25 
FEP First Trust Europe AlphaDEX Fund
-0.14%
-$324.16 
TAXM BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
-0.13%
-$281.61 
INMU iShares Intermediate Muni Income Active ETF
-0.13%
-$1,862.31 
AGZ iShares Agency Bond ETF
-0.12%
-$710.58 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$3,461.76 
STZ Constellation Brands, Inc.
-0.12%
-$960.3 
MUB iShares National Muni Bond ETF
-0.11%
-$1,408.92 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$20,611.35 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$5,183.2 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,425.06 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.1%
-$480.82 
JPIE JPMorgan Income ETF
-0.09%
-$891.72 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$222.12 
BINC iShares Flexible Income Active ETF
-0.08%
-$321.03 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$582.7 
FSMB First Trust Short Duration Managed Municipal ETF
-0.05%
-$169 
HYLS FT Tactical High Yield ETF
-0.05%
-$100.22 
VO Vanguard Mid-Cap ETF
-0.05%
-$767.32 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$95.7 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$8,262.02 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$5,634.58 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$92.94 
V Visa Inc. Class A
-0.04%
-$1,222.95 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1,371.62 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$819.08 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$167.92 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$85.95 
TGT Target Corporation
-0.01%
-$41.82 
UBER Uber Technologies, Inc.
-0.01%
-$35.41 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$43.39 Events
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Dividends
Dividend Analysis
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| Trades 2629 | Longs Won 1694/2629 64% | Profit Factor 6.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $314,248.09 |
| Average Win $111,537.09 | Best Trade (Aug 14) $7.13M | Sharpe Ratio -92.02 |
| Average Loss -$32,280.94 | Worst Trade (Jun 29) -$1.5M | Z-Score 5.98 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 6d | Expectancy $60,388.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 9814 98149GAB6 | 4,902 | $389,317 | $389,317 | - | - | - | 0.0 |
| AAPL Apple Inc. | 61,894 | $15.34M | $19.12M | - | $3.78M | 24.65% | -7.354% |
| ABBV AbbVie Inc. | 8,784 | $1.63M | $2.2M | - | $574,113.09 | 35.22% | -2.513% |
| ABR Arbor Realty Trust Inc. | 13,436 | $149,346.26 | $67,314.36 | - | -$82,031.9 | -54.93% | +4.593% |
| ABT Abbott Laboratories | 2,802 | $380,211.92 | $296,171.4 | - | -$84,040.52 | -22.1% | +0.085% |
| ACGL Arch Capital Group Ltd | 11,651 | $1.12M | $1.17M | - | $53,673.99 | 4.8% | -0.603% |
| ACN Accenture plc Class A | 1,865 | $585,889.98 | $309,440.8 | - | -$276,449.18 | -47.18% | +1.611% |
| ADAM Adamas Trust, Inc. | 11,515 | $87,435.02 | $104,441.05 | - | $17,006.03 | 19.45% | +1.454% |
| ADI Analog Devices, Inc. | 939 | $202,171.68 | $344,997.99 | - | $142,826.31 | 70.65% | +0.202% |
| AEP American Electric Power Company, Inc. | 1,815 | $210,555.49 | $232,047.75 | - | $21,492.26 | 10.21% | +0.055% |
| AFL Aflac Inc. | 2,370 | $245,432.38 | $302,127.6 | - | $56,695.22 | 23.1% | +0.094% |
| AFLG First Trust Active Factor Large Cap ETF | 8,961 | $346,674.9 | $394,194.39 | - | $47,519.49 | 13.71% | +0.503% |
| AGZ iShares Agency Bond ETF | 5,466 | $594,444.48 | $592,733.04 | - | -$1,711.44 | -0.29% | -0.12% |
| AIQ Global X Artificial Intelligence & Technology ETF | 85,194 | $3.37M | $5.02M | - | $1.64M | 48.69% | +0.341% |
| ALL Allstate Corporation | 22,128 | $4.3M | $5.84M | - | $1.54M | 35.92% | -0.49% |
| ALLE Allegion plc | 1,687 | $268,604.13 | $265,533.78 | - | -$3,070.35 | -1.14% | +0.216% |
| ALSN Allison Transmission Holdings Inc. | 8,200 | $924,569 | $939,228 | - | $14,659 | 1.59% | -0.78% |
| AMAT Applied Materials, Inc. | 4,944 | $1.28M | $2.51M | - | $1.23M | 96.09% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 970 | $164,098.9 | $461,865.49 | - | $297,766.59 | 181.46% | -1.904% |
| AMGN Amgen Inc. | 14,901 | $4.82M | $5.74M | - | $921,987.68 | 19.14% | -0.64% |
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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 - $2.68M, PIMCO Multisector Bond Active ETF - $2.6M, Lam Research Corporation - $1.83M, iShares Fallen Angels USD Bond ETF - $1.74M, and PIMCO Active Bond Exchange-Traded Fund - $1.61M. 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: Perrigo Company plc - $1.55M, Comcast Corp - $783,273.82, lululemon athletica inc - $573,907, Copart Inc - $458,949.08, and Qualys, Inc - $422,911.08. 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 $30.5M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $2.45M, iShares Fallen Angels USD Bond ETF - $1.74M, PIMCO Active Bond Exchange-Traded Fund - $1.61M, PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund - $1.06M, and Schwab Short-Term U.S. Treasury ETF - $1.03M. 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.
