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:
23.49%
Gain +0.7%
Monthly
0.97%
Yearly
12.3%
Drawdown
14.52%
$1.01B
Equity
Holdings
$1.01B
Investment
$888.59M
$156.79M
Profit +$5.63M
Realized
$31.49M
Unrealized
$125.3M
Dividends
$32.66M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.7%
Profit
$5.63M
Win %
66%
This Week
Compared To Last Week
Gain
0.56%
Profit
$5.63M
Win %
66%
This Month
Compared to last month
Gain
0.79%
Profit
$7.95M
Win %
66%
This Year
Compared to last year
Gain
0.46%
Profit
$5.12M
Win %
67%
GPUS Hyperscale Data, Inc. Class A Common Stock
+9.12%
+$209.34 
FIX Comfort Systems USA Inc.
+8.58%
+$18,134.48 
TSLA Tesla, Inc.
+6.6%
+$96,156.96 
NXPI NXP Semiconductors N.V.
+5.73%
+$206,759.06 
INTC Intel Corporation
+5.57%
+$11,175.56 
STX Seagate Technology Holdings plc
+5.43%
+$7,878.65 
GEV GE Vernova Inc.
+5.41%
+$43,384.56 
ADI Analog Devices, Inc.
+4.52%
+$15,381.85 
MU Micron Technology Inc.
+4.11%
+$42,634.08 
LRCX Lam Research Corp.
+4.09%
+$50,802.01 
AMAT Applied Materials Inc.
+4.01%
+$76,925.8 
HEI HEICO Corporation
+3.88%
+$10,639.89 
PWR Quanta Services, Inc.
+3.84%
+$21,903.21 
ANET Arista Networks Inc.
+3.8%
+$64,596.1 
CSCO Cisco Systems, Inc.
+3.79%
+$90,758.6 
OKTA Okta Inc. Class A Common Stock
+3.6%
+$13,749.69 
KLAC KLA Corporation
+3.53%
+$53,862.06 
DELL Dell Technologies Inc. Class C Common Stock
+3.49%
+$21,651.2 
RMBS Rambus Inc.
+3.46%
+$27,699.68 
GLW Corning Incorporated
+3.3%
+$43,554 
RTX RTX Corporation
+3.23%
+$61,926.48 
IHAK iShares Cybersecurity and Tech ETF
+3.17%
+$7,834.65 
BAI iShares A.I. Innovation and Tech Active ETF
+3.14%
+$117,932.2 
CR Crane Company
+3.1%
+$32,522.36 
EVR Evercore Inc. Class A Common Stock
+3.06%
+$23,769.85 
AMD Advanced Micro Devices Inc.
+2.95%
+$15,341.52 
VCTR Victory Capital Holdings, Inc. Class A Common Stock
+2.95%
+$43,300.65 
MS Morgan Stanley Common Stock
+2.94%
+$9,535.66 
APH Amphenol Corp. Class A Common Stock
+2.84%
+$50,591.67 
AVGO Broadcom Inc.
+2.83%
+$229,763.94 
HUBB Hubbell Inc.
+2.81%
+$26,816.68 
JCI Johnson Controls International plc
+2.78%
+$124,274.84 
PANW Palo Alto Networks, Inc.
+2.75%
+$22,014.44 
SNOW Snowflake Inc. Common Stock
+2.59%
+$6,289.75 
NVDA NVIDIA Corporation
+2.56%
+$184,593.3 
PH Parker-Hannifin Corporation
+2.55%
+$28,501.73 
GS The Goldman Sachs Group, Inc.
+2.52%
+$11,742 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
+2.37%
+$28,406.14 
PSX Phillips 66
+2.35%
+$8,465.46 
FTNT Fortinet, Inc.
+2.32%
+$52,066.5 
ETN Eaton Corporation plc
+2.3%
+$6,373.95 
MTUM iShares MSCI USA Momentum Factor ETF
+2.28%
+$34,490.93 
QTUM Defiance Quantum ETF
+2.17%
+$102,650.79 
SHLD Global X Defense Tech ETF
+2.17%
+$38,512.94 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+2.16%
+$50,958.42 
FFIV F5, Inc.
+2.04%
+$28,798.97 
BHVN Biohaven Ltd.
+1.98%
+$14,300 
ASML ASML Holding N.V. NY Registered Shares
+1.95%
+$28,803.96 
XLK State Street Technology Select Sector SPDR ETF
+1.93%
+$4,186.58 
QTEC First Trust NASDAQ-100 Technology Sector Index Fund
+1.92%
+$13,091.92 
GFI Gold Fields Ltd. Sponsored ADR
+1.91%
+$17,862.9 
ALSN Allison Transmission Holdings, Inc.
+1.84%
+$17,189.2 
URI United Rentals Inc.
+1.83%
+$26,645.75 
NDSN Nordson Corporation
+1.77%
+$22,847.64 
OHI Omega Healthcare Investors Inc.
+1.76%
+$9,484.97 
VGT Vanguard Information Technology ETF
+1.71%
+$4,424.76 
NVS Novartis AG Sponsored ADR
+1.7%
+$22,199.66 
STT State Street Corporation Common Stock
+1.7%
+$3,337.35 
IGPT Invesco AI and Next Gen Software ETF
+1.66%
+$6,793.38 
PM Philip Morris International Inc.
+1.6%
+$19,267.6 
BHP BHP Group Ltd. Sponsored ADR
+1.58%
+$18,349.14 
IDCC InterDigital Inc.
+1.57%
+$17,003.12 
QCOM QUALCOMM Incorporated
+1.56%
+$65,582 
IDXX IDEXX Laboratories, Inc.
+1.5%
+$3,893.83 
GD General Dynamics Corp.
+1.5%
+$7,186.03 
LHX L3Harris Technologies, Inc.
+1.47%
+$6,870.66 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
+1.46%
+$19,367.53 
GILD Gilead Sciences Inc.
+1.46%
+$3,763.67 
IYW iShares U.S. Technology ETF
+1.43%
+$3,192.47 
VIS Vanguard Industrials ETF
+1.42%
+$10,426.75 
QQQM Invesco NASDAQ 100 ETF
+1.41%
+$81,408.28 
QQQ Invesco QQQ Trust, Series 1
+1.41%
+$33,026.33 
NFG National Fuel Gas Company
+1.4%
+$5,373.15 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.39%
+$7,944.3 
QQQI NEOS Nasdaq-100 High Income ETF
+1.37%
+$4,483.44 
PAC Grupo Aeroportuario del Pacífico SAB de CV ADR
+1.36%
+$14,734.31 
IWF iShares Russell 1000 Growth ETF
+1.35%
+$7,549.29 
MLI Mueller Industries, Inc.
+1.33%
+$13,249.44 
IVW iShares S&P 500 Growth ETF
+1.31%
+$140,482.78 
IUSG iShares Core S&P U.S. Growth ETF
+1.31%
+$7,727.48 
SCCO Southern Copper Corporation
+1.3%
+$14,944.05 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.27%
+$13,382.9 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.25%
+$2,841.6 
TDIV First Trust NASDAQ Technology Dividend Index Fund
+1.25%
+$46,267.74 
NULG Nuveen ESG Large-Cap Growth ETF
+1.23%
+$3,545.64 
MSFT Microsoft Corporation Common Stock
+1.22%
+$98,508.8 
AIQ Global X Artificial Intelligence & Technology ETF
+1.22%
+$66,111.64 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.17%
+$2,811.81 
BLCR iShares Large Cap Core Active ETF
+1.16%
+$30,677.92 
CAT Caterpillar Inc.
+1.16%
+$12,537 
FJP First Trust Japan AlphaDEX Fund
+1.16%
+$3,020.85 
VUG Vanguard Morningstar Growth ETF
+1.15%
+$221,596 
BTG B2Gold Corp.
+1.15%
+$550 
ALL The Allstate Corporation
+1.15%
+$61,297.3 
CGGO Capital Group Global Growth Equity ETF
+1.14%
+$100,395.2 
C Citigroup Inc.
+1.13%
+$2,510.56 
BLK BlackRock, Inc.
+1.12%
+$3,843.36 
SPCX Space Exploration Technologies Corp. Class A
+1.12%
+$9,824.02 
MC Moelis & Company
+1.12%
+$10,094.28 
JPEF JPMorgan Equity Focus ETF
+1.1%
+$69,222.42 
CRWD CrowdStrike Holdings, Inc.
+1.08%
+$2,512.06 
MET MetLife, Inc.
+1.07%
+$3,333.7 
AMP Ameriprise Financial Inc.
+1.06%
+$12,021.66 
NZF Nuveen Municipal Credit Income Fund
+1.05%
+$1,437.5 
THRO iShares U.S. Thematic Rotation Active ETF
+1.04%
+$3,351.53 
FTQI First Trust Nasdaq BuyWrite Income ETF
+1.03%
+$5,362.2 
FDT First Trust Developed Markets ex-US AlphaDEX Fund
+1.02%
+$4,916.15 
JPM JPMorgan Chase & Co.
+1.01%
+$73,145.22 
QJUN FT Vest Nasdaq-100 Buffer ETF - June
+1.01%
+$5,515.95 
UNM Unum Group
+1.01%
+$2,423.33 
SCHG Schwab U.S. Large-Cap Growth ETF
+1%
+$415,645.65 
FSMD Fidelity Small-Mid Multifactor ETF
+0.98%
+$27,974.1 
VCR Vanguard Consumer Discretionary ETF
+0.98%
+$7,535.03 
QQEW First Trust Nasdaq-100 Select Equal Weight ETF
+0.96%
+$11,106 
TTEK Tetra Tech Inc.
+0.95%
+$2,176.3 
DKL Delek Logistics Partners, LP
+0.94%
+$11,298 
QDEC FT Vest Nasdaq-100 Buffer ETF - December
+0.94%
+$6,160.49 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.93%
+$99,994.23 
IJH iShares Core S&P Mid-Cap ETF
+0.92%
+$43,340.04 
WFC Wells Fargo & Company
+0.89%
+$4,629.66 
HALO Halozyme Therapeutics Inc.
+0.88%
+$3,404.37 
CGDV Capital Group Dividend Value ETF
+0.88%
+$91,922.4 
IJR iShares Core S&P Small-Cap ETF
+0.87%
+$24,743.29 
AVUV Avantis U.S. Small Cap Value ETF
+0.86%
+$1,977.15 
ET Energy Transfer LP
+0.86%
+$4,959.15 
FV First Trust Dorsey Wright Focus 5 ETF
+0.86%
+$3,634.39 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.85%
+$15,777.06 
MEDP Medpace Holdings, Inc.
+0.84%
+$11,985.62 
CCJ Cameco Corporation
+0.84%
+$1,883.64 
IVV iShares Core S&P 500 ETF
+0.84%
+$138,752.24 
QSPT FT Vest Nasdaq-100 Buffer ETF - September
+0.83%
+$5,082.99 
FHI Federated Hermes, Inc. Common Stock
+0.83%
+$9,713.96 
PNC The PNC Financial Services Group, Inc.
+0.82%
+$35,468.01 
VOO Vanguard S&P 500 ETF
+0.82%
+$28,948.95 
SPY State Street SPDR S&P 500 ETF Trust
+0.82%
+$32,061.27 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.82%
+$244,386.77 
IWM iShares Russell 2000 ETF
+0.82%
+$51,686.2 
VTI Vanguard Total Stock Market ETF
+0.81%
+$29,109.61 
VTWO Vanguard Russell 2000 ETF
+0.8%
+$15,378.31 
GE General Electric Company
+0.78%
+$18,309.68 
BUFQ FT Vest Laddered Nasdaq Buffer ETF
+0.78%
+$6,529.53 
FEP First Trust Europe AlphaDEX Fund
+0.78%
+$1,994.95 
RGR Sturm, Ruger & Company, Inc.
+0.77%
+$3,257.1 
FFSM Fidelity Fundamental Small-Mid Cap ETF
+0.75%
+$57,231.75 
KGC Kinross Gold Corporation
+0.74%
+$1,493.25 
SPHQ Invesco S&P 500 Quality ETF
+0.73%
+$2,219.79 
FFLC Fidelity Fundamental Large Cap Core ETF
+0.73%
+$198,873.23 
FTGS First Trust Growth Strength ETF
+0.73%
+$7,134.6 
BRK-B Berkshire Hathaway Inc.
+0.72%
+$36,648.43 
CINF Cincinnati Financial Corporation
+0.72%
+$8,727.44 
WMS Advanced Drainage Systems, Inc.
+0.72%
+$6,882.61 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.71%
+$46,782.36 
FTHI First Trust BuyWrite Income ETF
+0.71%
+$3,799.62 
RSDE FT Vest U.S. Equity Equal Weight Buffer ETF - December
+0.71%
+$4,052.12 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.7%
+$45,285.95 
AMZN Amazon.com Inc
+0.7%
+$23,253.36 
VEA Vanguard FTSE Developed Markets ETF
+0.7%
+$39,709.61 
AMLP Alerian MLP ETF
+0.7%
+$7,294.55 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.69%
+$8,003.65 
GAB Gabelli Equity Trust Inc.
+0.69%
+$367.12 
MSI Motorola Solutions, Inc.
+0.68%
+$8,619.75 
IAU iShares Gold Trust
+0.67%
+$13,559.25 
TMO Thermo Fisher Scientific Inc.
+0.67%
+$1,890 
ACGL Arch Capital Group Ltd.
+0.66%
+$7,987.95 
BAC Bank of America Corporation
+0.66%
+$2,276.99 
GLD SPDR Gold Shares
+0.66%
+$4,320.56 
CSX CSX Corporation
+0.66%
+$2,323.56 
QMAR FT Vest Nasdaq-100 Buffer ETF - March
+0.66%
+$5,493.25 
AFL Aflac Incorporated
+0.66%
+$1,808.31 
BCH Banco de Chile ADR
+0.65%
+$6,925 
VB Vanguard Small-Cap ETF
+0.65%
+$4,802.16 
EFV iShares MSCI EAFE Value ETF
+0.65%
+$3,709.23 
WES Western Midstream Partners, LP
+0.64%
+$4,879.25 
JANT AllianzIM U.S. Equity Buffer10 Jan ETF
+0.64%
+$1,938.94 
GLDM SPDR Gold MiniShares Trust
+0.63%
+$2,598 
NEM Newmont Corporation
+0.62%
+$1,349.33 
OMAB Grupo Aeroportuario del Centro Norte S.A.B. de C.V. ADR
+0.62%
+$6,211.63 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
+0.61%
+$2,772.48 
AFLG First Trust Active Factor Large Cap ETF
+0.6%
+$2,493.99 
ATR AptarGroup Inc.
+0.6%
+$1,782.96 
VYM Vanguard High Dividend Yield ETF
+0.6%
+$95,401.44 
JQUA JPMorgan U.S. Quality Factor ETF
+0.6%
+$16,826.81 
DIVI Franklin International Core Equity Fund
+0.59%
+$2,202.25 
CWI State Street SPDR MSCI ACWI ex-US ETF
+0.59%
+$26,590.3 
BMAR Innovator U.S. Equity Buffer ETF - March
+0.58%
+$1,877.01 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.57%
+$1,600.06 
DLS WisdomTree International SmallCap Dividend Fund
+0.57%
+$2,239.24 
MCO Moody's Corporation
+0.57%
+$6,559.54 
RDVY First Trust Rising Dividend Achievers ETF
+0.56%
+$9,391.73 
FSEP FT Vest U.S. Equity Buffer ETF - September
+0.56%
+$2,920 
COP ConocoPhillips
+0.56%
+$47,744.19 
BA The Boeing Company
+0.55%
+$1,396.71 
FMAY FT Vest U.S. Equity Buffer ETF - May
+0.55%
+$1,937.12 
FDVV Fidelity High Dividend ETF
+0.55%
+$2,542.86 
CTAS Cintas Corporation
+0.54%
+$9,013.29 
FNDF Schwab Fundamental International Equity ETF
+0.54%
+$19,536.72 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.54%
+$21,742.17 
RDVI FT Vest Rising Dividend Achievers Target Income ETF
+0.54%
+$3,862.64 
FTXO First Trust Nasdaq Bank ETF
+0.54%
+$1,412.86 
JNJ Johnson & Johnson
+0.53%
+$31,847.2 
XOM ExxonMobil Holdings Corporation
+0.53%
+$16,135.78 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.53%
+$7,992.5 
RF Regions Financial Corp.
+0.53%
+$1,126.05 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.52%
+$13,949.5 
FFEB FT Vest U.S. Equity Buffer ETF - February
+0.51%
+$2,433.07 
FDEC FT Vest U.S. Equity Buffer ETF - December
+0.51%
+$23,312.43 
FNOV FT Vest U.S. Equity Buffer ETF - November
+0.51%
+$3,989.57 
FJAN FT Vest U.S. Equity Buffer ETF - January
+0.5%
+$3,392.93 
SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF
+0.49%
+$1,985.39 
CORO iShares International Country Rotation Active ETF
+0.49%
+$11,308.83 
SNA Snap-on Incorporated
+0.48%
+$5,207.33 
JEPI JPMorgan Equity Premium Income ETF
+0.48%
+$4,159.65 
BUFR FT Vest Laddered Buffer ETF
+0.48%
+$19,040.22 
DLFE FT Vest U.S. Equity Dual Directional Buffer ETF - February
+0.48%
+$27,808.55 
SPG Simon Property Group Inc.
+0.47%
+$6,485.27 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$68,873.1 
RIO Rio Tinto plc ADR
+0.46%
+$4,932.23 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.46%
+$6,716.24 
TRV The Travelers Companies, Inc.
+0.45%
+$2,070 
IGRO iShares International Dividend Growth ETF
+0.45%
+$3,594.47 
VTV Vanguard Morningstar Value ETF
+0.45%
+$84,992.26 
XLE State Street Energy Select Sector SPDR ETF
+0.45%
+$2,277.57 
UAN CVR Partners, LP Common Units Representing Limited Partner Interests
+0.45%
+$2,240 
RACE Ferrari N.V.
+0.44%
+$5,106.68 
BUFG FT Vest Buffered Allocation Growth ETF
+0.44%
+$4,295.43 
VNQ Vanguard Real Estate ETF
+0.43%
+$12,752.8 
TLT iShares 20+ Year Treasury Bond ETF
+0.43%
+$1,428 
MCD McDonald's Corporation
+0.43%
+$2,762.33 
QUAL iShares MSCI USA Quality Factor ETF
+0.42%
+$4,166.08 
VXUS Vanguard Total International Stock ETF
+0.41%
+$6,820.4 
SPLB State Street SPDR Portfolio Long Term Corporate Bond ETF
+0.41%
+$5,926.45 
LLY Eli Lilly and Company
+0.39%
+$8,412.23 
F Ford Motor Co.
+0.39%
+$699.88 
DGRO iShares Core Dividend Growth ETF
+0.38%
+$4,661.93 
HMY Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
+0.38%
+$3,943.02 
EXEL Exelixis Inc.
+0.37%
+$5,521.2 
RSP Invesco S&P 500 Equal Weight ETF
+0.35%
+$833.26 
TLH iShares 10-20 Year Treasury Bond ETF
+0.35%
+$3,346.86 
XLF State Street Financial Select Sector SPDR ETF
+0.34%
+$4,832.27 
FDN First Trust Dow Jones Internet Index Fund
+0.33%
+$1,952.28 
EMR Emerson Electric Co.
+0.33%
+$15,323.7 
KNSL Kinsale Capital Group, Inc.
+0.32%
+$3,680.45 
WM Waste Management Inc.
+0.32%
+$924.58 
IWD iShares Russell 1000 Value ETF
+0.32%
+$975.27 
ADAM Adamas Trust Inc.
+0.32%
+$337.87 
WAT Waters Corporation
+0.32%
+$4,454.21 
PRF Invesco RAFI US 1000 ETF
+0.31%
+$1,298.15 
IVE iShares S&P 500 Value ETF
+0.31%
+$1,069.3 
BG Bunge Global SA
+0.31%
+$10,592.64 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
+0.3%
+$1,292.25 
INMU iShares Intermediate Muni Income Active ETF
+0.3%
+$8,024.1 
FNDX Schwab Fundamental U.S. Large Company ETF
+0.29%
+$25,417.95 
ABT Abbott Laboratories
+0.29%
+$834 
UNP Union Pacific Corp.
+0.28%
+$1,038.12 
BKE The Buckle, Inc.
+0.28%
+$1,187.68 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
+0.27%
+$53,226.07 
AMGN Amgen Inc. Common Stock
+0.27%
+$4,953.56 
FMAR FT Vest U.S. Equity Buffer ETF - March
+0.27%
+$1,045.15 
CARR Carrier Global Corp.
+0.27%
+$1,056.15 
MUB iShares National Muni Bond ETF
+0.27%
+$3,876.12 
CGMU Capital Group Municipal Income ETF
+0.26%
+$9,611.7 
MNST Monster Beverage Corporation
+0.25%
+$3,663.55 
WMT Walmart Inc.
+0.24%
+$19,440.44 
T AT&T Inc.
+0.24%
+$1,113.2 
RSJN FT Vest U.S. Equity Equal Weight Buffer ETF - June
+0.23%
+$1,165.9 
TDVI FT Vest Technology Dividend Target Income ETF
+0.23%
+$690.06 
CRUS Cirrus Logic Inc.
+0.22%
+$1,691.5 
VCRB Vanguard Core Bond ETF
+0.21%
+$683.47 
FVD First Trust Value Line Dividend Index Fund
+0.2%
+$1,278.3 
SPHY SPDR Portfolio High Yield Bond ETF
+0.2%
+$1,697.85 
LGOV First Trust Long Duration Opportunities ETF
+0.2%
+$724.52 
FIXD First Trust Smith Opportunistic Fixed Income ETF
+0.19%
+$1,345.36 
PNR Pentair plc
+0.19%
+$1,404.69 
FSMB First Trust Short Duration Managed Municipal ETF
+0.18%
+$546.18 
FTCB First Trust Core Investment Grade ETF
+0.17%
+$1,445.99 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.17%
+$3,219.66 
ABBV AbbVie Inc.
+0.16%
+$2,463.81 
SHW The Sherwin-Williams Company
+0.16%
+$747.36 
PKW Invesco BuyBack Achievers ETF
+0.16%
+$362.37 
UITB VictoryShares Core Intermediate Bond ETF
+0.14%
+$939.77 
SYSB iShares Systematic Bond ETF
+0.14%
+$1,090.56 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.13%
+$30,180.83 
FTCS First Trust Capital Strength ETF
+0.13%
+$899.34 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.13%
+$715.92 
PTRB PGIM Total Return Bond ETF
+0.12%
+$12,664.15 
ORCL Oracle Corporation
+0.12%
+$526.05 
BND Vanguard Total Bond Market ETF
+0.12%
+$1,146.22 
AXP American Express Company
+0.12%
+$1,300.92 
FALN iShares Fallen Angels USD Bond ETF
+0.12%
+$21,782.01 
PSLV Sprott Physical Silver Trust
+0.12%
+$304.5 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.11%
+$347.55 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.11%
+$4,758.3 
LMBS First Trust Low Duration Opportunities ETF
+0.1%
+$361.72 
SMMU PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
+0.1%
+$302.65 
GOVT iShares U.S. Treasury Bond ETF
+0.09%
+$4,881.12 
IUSB iShares Core Universal USD Bond ETF
+0.09%
+$382.52 
BINC iShares Flexible Income Active ETF
+0.08%
+$590.04 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.07%
+$11,663.4 
UTHR United Therapeutics Corporation
+0.07%
+$834.35 
FLOT iShares Floating Rate Bond ETF
+0.07%
+$1,031.87 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$317.92 
IP International Paper Co.
+0.06%
+$160.28 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.06%
+$186.92 
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF
+0.06%
+$5,570.13 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.06%
+$917.37 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
+0.06%
+$11,652.52 
VYMI Vanguard International High Dividend Yield ETF
+0.06%
+$1,059.84 
BNDX Vanguard Total International Bond ETF
+0.05%
+$847.75 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$5,267.36 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$78.2 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$62.17 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$1,058.85 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.03%
+$128.93 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$9,461.95 
FTSD Franklin Short Duration U.S. Government ETF
+0.02%
+$70.96 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$70.39 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$669.07 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$42.72 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$31.38 
COWZ Pacer US Cash Cows 100 ETF
+0.01%
+$41.56 
SDY State Street SPDR S&P Dividend ETF
+0.01%
+$284.97 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$57.61 
COST Costco Wholesale Corp
0%
+$11.65 
JPIE JPMorgan Income ETF
0%
$0 
NEAR iShares Short Duration Bond Active ETF
0%
$0 
SEPM FT Vest U.S. Equity Max Buffer ETF - September
0%
$0 
FHDG FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
0%
$0 HIMU
HIMU
0%
$0 DLMY
DLMY
0%
$0 
NFLX Netflix Inc.
-4.19%
-$70,943.04 
MRK Merck & Co., Inc.
-3.28%
-$263,318.31 
VALE Vale S.A. American Depositary Shares
-3.15%
-$5,071.56 
GIS General Mills Inc.
-3.04%
-$17,273.85 
DEFT DeFi Technologies Inc.
-3.02%
-$177.63 
CMCSA Comcast Corp. Class A Common Stock
-2.98%
-$14,154.08 
VZ Verizon Communications Inc.
-2.8%
-$22,683.75 
TSCO Tractor Supply Company
-2.63%
-$6,288.48 
BKNG Booking Holdings Inc.
-2.5%
-$11,370.47 
PAYX Paychex Inc.
-2.5%
-$11,364.76 
ABR Arbor Realty Trust, Inc.
-2.23%
-$1,003.34 
FIS Fidelity National Information Services, Inc.
-2.21%
-$12,972.9 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-2.2%
-$9,398.85 
LAD Lithia Motors, Inc.
-2.19%
-$6,165.91 
MNR Mach Natural Resources LP Common Units representing Limited Partner Interests
-2.01%
-$6,546 
BDX Becton, Dickinson and Company
-1.99%
-$4,969.1 
DECK Deckers Outdoor Corporation
-1.91%
-$16,592.71 
FSLR First Solar Inc.
-1.9%
-$18,227.04 
ELV Elevance Health, Inc.
-1.89%
-$4,362.76 
LII Lennox International Inc.
-1.89%
-$16,053.12 
MRSH Marsh & McLennan Companies, Inc.
-1.87%
-$23,821.67 
STZ Constellation Brands Inc. Class A
-1.74%
-$19,918.57 
ACN Accenture plc
-1.74%
-$8,387.21 
MA Mastercard Inc. Class A Common Stock
-1.6%
-$44,720.38 
CARG CarGurus Inc. Class A Common Stock
-1.49%
-$14,315.26 
PDI Pimco Dynamic Income Fund
-1.36%
-$2,925.2 
LAUR Laureate Education, Inc.
-1.36%
-$17,078.69 
MDT Medtronic plc
-1.28%
-$8,330.16 
ICE Intercontinental Exchange, Inc.
-1.16%
-$3,104.61 
CL Colgate-Palmolive Co.
-1.11%
-$2,847.63 
DE Deere & Company
-1.09%
-$7,338.68 
BSX Boston Scientific Corp.
-1.07%
-$4,010.16 
KMI Kinder Morgan Inc.
-1.06%
-$7,557.69 
IBIT iShares Bitcoin Trust ETF
-1.02%
-$2,816.24 
CVS CVS Health Corporation Common Stock
-1.01%
-$9,621.05 
AAPL Apple Inc.
-1.01%
-$217,387.11 
AWI Armstrong World Industries Inc.
-0.99%
-$10,764.76 
AON Aon plc Class A
-0.99%
-$10,397.27 
V Visa Inc. Class A
-0.97%
-$34,459.8 
MCK McKesson Corporation
-0.95%
-$3,055.93 
UPS United Parcel Service, Inc. Class B Common Stock
-0.91%
-$2,201.56 
FCOM Fidelity MSCI Communication Services Index ETF
-0.91%
-$9,765.62 
PSA Public Storage
-0.87%
-$9,704.55 
PFE Pfizer Inc.
-0.87%
-$4,009.22 
PG The Procter & Gamble Company
-0.81%
-$3,874.01 
FEGE First Eagle Global Equity ETF
-0.77%
-$67,408.4 
HCI HCI Group, Inc.
-0.76%
-$10,780.24 
HD The Home Depot, Inc.
-0.71%
-$4,458.26 
UL Unilever PLC Sponsored ADR
-0.69%
-$3,258.18 
MO Altria Group, Inc.
-0.68%
-$3,156.25 
FEM First Trust Emerging Markets AlphaDEX Fund
-0.61%
-$1,700.12 
ALLE Allegion plc
-0.6%
-$1,700.23 
CXM Sprinklr Inc Class A
-0.6%
-$608.68 
KMB Kimberly-Clark Corporation
-0.59%
-$4,091.37 
GGG Graco Inc.
-0.57%
-$5,601.75 
SCHW The Charles Schwab Corporation
-0.55%
-$3,419 
MPLX MPLX LP
-0.54%
-$7,360 
GOOG Alphabet Inc
-0.53%
-$12,384.32 
STWD Starwood Property Trust, Inc.
-0.52%
-$1,084.33 
BMY Bristol-Myers Squibb Company
-0.5%
-$21,086.2 
RMD ResMed Inc.
-0.44%
-$5,695.17 
KODK Eastman Kodak Company
-0.43%
-$478 
MMM 3M Company
-0.43%
-$1,078.19 
SPEM SPDR Portfolio Emerging Markets ETF
-0.4%
-$11,450.6 
PEP PepsiCo, Inc.
-0.39%
-$15,526.77 
XLP State Street Consumer Staples Select Sector SPDR ETF
-0.37%
-$1,113.75 
CHI Calamos Convertible Opportunities and Income Fund
-0.36%
-$661.42 
TJX The TJX Companies, Inc.
-0.36%
-$1,558.43 
GOOGL Alphabet Inc
-0.35%
-$9,332.96 
DUK Duke Energy Corporation
-0.34%
-$1,264.62 
VWO Vanguard FTSE Emerging Markets ETF
-0.33%
-$4,857.35 
CVX Chevron Corporation
-0.31%
-$1,638 
SCHD Schwab U.S. Dividend Equity ETF
-0.26%
-$3,258.9 
GLPI Gaming and Leisure Properties, Inc.
-0.25%
-$2,485.3 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.24%
-$1,095.6 
VHT Vanguard Health Care ETF
-0.24%
-$1,388.03 
BSAC Banco Santander Chile SA ADR
-0.24%
-$2,450.18 
GRMN Garmin Ltd.
-0.22%
-$3,535.3 
IEMG iShares Core MSCI Emerging Markets ETF
-0.21%
-$2,254.08 
AZN AstraZeneca PLC American Depositary Shares
-0.2%
-$9,657.9 
BX Blackstone Inc.
-0.2%
-$2,281.92 
EPD Enterprise Products Partners L.P.
-0.19%
-$1,584.5 
META Meta Platforms Inc Class A
-0.18%
-$5,242.77 
IBM International Business Machines Corporation
-0.18%
-$5,308.65 
AGZ iShares Agency Bond ETF
-0.18%
-$1,087.94 
HDV iShares Core High Dividend ETF
-0.16%
-$473.8 
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF
-0.16%
-$977.28 
KO The Coca-Cola Company
-0.14%
-$802.5 
PLD Prologis, Inc.
-0.12%
-$5,682.61 
AEP American Electric Power Company, Inc.
-0.11%
-$250.18 
GCOW Pacer Global Cash Cows Dividend ETF
-0.1%
-$1,068.62 
L Loews Corp.
-0.09%
-$761.62 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.08%
-$494.79 
CEFS Saba Opportunistically Hedged Closed-End Funds ETF
-0.06%
-$188.85 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$12,988.89 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$100.65 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1,501.66 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$109.35 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$2,516.11 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.01%
-$33.09 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3025 | Longs Won 1951/3025 64% | Profit Factor 5.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $297,250.2 |
| Average Win $98,530.64 | Best Trade (Oct 23) $6.95M | Sharpe Ratio -96.87 |
| Average Loss -$32,999.98 | Worst Trade (Jun 29) -$1.5M | Z-Score 10.85 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $51,831.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 62,022 | $15.38M | $21.35M | - | $5.97M | 38.79% | -1.008% |
| ABBV AbbVie Inc. | 5,356 | $1.02M | $1.53M | - | $511,408.18 | 50.09% | +0.161% |
| ABR Arbor Realty Trust, Inc. | 15,436 | $157,066.27 | $44,069.78 | - | -$112,996.49 | -71.94% | -2.226% |
| ABT Abbott Laboratories | 2,780 | $377,219.56 | $289,120 | - | -$88,099.56 | -23.35% | +0.289% |
| ACGL Arch Capital Group Ltd. | 11,834 | $1.13M | $1.21M | - | $76,883.88 | 6.78% | +0.664% |
| ACN Accenture plc | 1,937 | $599,093.9 | $474,642.48 | - | -$124,451.42 | -20.77% | -1.736% |
| ADAM Adamas Trust Inc. | 13,515 | $102,995.36 | $105,890.02 | - | $2,894.66 | 2.81% | +0.32% |
| ADI Analog Devices, Inc. | 871 | $187,719.47 | $356,003.83 | - | $168,284.36 | 89.65% | +4.516% |
| AEP American Electric Power Company, Inc. | 1,787 | $207,326.48 | $231,505.85 | - | $24,179.37 | 11.66% | -0.108% |
| AFL Aflac Incorporated | 2,289 | $237,053.51 | $277,655.7 | - | $40,602.19 | 17.13% | +0.656% |
| AFLG First Trust Active Factor Large Cap ETF | 9,237 | $358,860.52 | $415,480.26 | - | $56,619.74 | 15.78% | +0.604% |
| AGZ iShares Agency Bond ETF | 5,726 | $622,145.83 | $612,395.7 | - | -$9,750.13 | -1.57% | -0.177% |
| AIQ Global X Artificial Intelligence & Technology ETF | 86,989 | $3.49M | $5.48M | - | $1.99M | 57.1% | +1.22% |
| ALL The Allstate Corporation | 21,137 | $4.11M | $5.41M | - | $1.3M | 31.76% | +1.145% |
| ALLE Allegion plc | 1,589 | $253,000.57 | $282,698.99 | - | $29,698.42 | 11.74% | -0.598% |
| ALSN Allison Transmission Holdings, Inc. | 8,770 | $989,129.2 | $949,615.6 | - | -$39,513.6 | -3.99% | +1.843% |
| AMAT Applied Materials Inc. | 5,086 | $1.35M | $2M | - | $643,006.96 | 47.54% | +4.009% |
| AMD Advanced Micro Devices Inc. | 1,006 | $186,122.27 | $535,232.24 | - | $349,109.97 | 187.57% | +2.951% |
| AMGN Amgen Inc. Common Stock | 4,128 | $1.38M | $1.82M | - | $441,432.09 | 32.06% | +0.273% |
| AMLP Alerian MLP ETF | 19,715 | $952,669.45 | $1.05M | - | $102,280.2 | 10.74% | +0.696% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $2.74M, Taiwan Semiconductor Manufacturing Company Limited - $2.44M, Amphenol Corp. Class A Common Stock - $2.19M, Lam Research Corp - $1.99M, and iShares Fallen Angels USD Bond ETF - $1.74M. 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. Class A Common Stock - $776,354.05, 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 $32.66M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active Exchange-Traded Fund - $2.56M, iShares Fallen Angels USD Bond ETF - $1.74M, PIMCO Active Bond Exchange-Traded Fund - $1.61M, Schwab Short-Term U.S. Treasury ETF - $1.1M, and PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund - $1.06M. 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.
2026 © Marketlog. All Rights Reserved.
