Mark Alan Zeigler II Portfolio
Invests via Foguth Wealth Management, LLC. | Managed by Mark Alan Zeigler II
Invests via Foguth Wealth Management, LLC.
Managed by Mark Alan Zeigler II
Automatically Tracked
Mark Alan Zeigler II Profile
Experienced growth-stage investor and operator focused on technology and fintech businesses. Mark Alan Zeigler II is a founder-operator turned venture investor with operational leadership in SaaS and payments, sourcing early growth opportunities and advising go-to-market strategy. Known for hands-on portfolio support, capital allocation across seed to Series B, and board-level engagement to drive scaling, unit-economics improvement and M&A readiness. Invests from a commercial-ops lens and partners with founders on product-market fit and sales motion.
Experienced growth-stage investor and operator focused on technology and fintech businesses. Mark Alan Zeigler II is a founder-operator turned venture investor with operational leadership in SaaS and payments, sourcing early growth opportunities and advising go-to-market strategy. Known for hands-on portfolio support, capital allocation across seed to Series B, and board-level engagement to drive scaling, unit-economics improvement and M&A readiness. Invests from a commercial-ops lens and partners with founders on product-market fit and sales motion.
Investment Philosophy & Strategy
Founder-operator turned growth investor who prioritizes commercial traction and scalable go-to-market models. Focuses on technology and fintech, allocating capital from seed to Series B with emphasis on SaaS and payments. Uses hands‑on operational support, board engagement and unit-economics improvement to de‑risk scaling and position companies for M&A. Underwriting favors clear product-market fit, repeatable sales motions, defensible unit economics and founder alignment over pure vision plays.
Founder-operator turned growth investor who prioritizes commercial traction and scalable go-to-market models. Focuses on technology and fintech, allocating capital from seed to Series B with emphasis on SaaS and payments. Uses hands‑on operational support, board engagement and unit-economics improvement to de‑risk scaling and position companies for M&A. Underwriting favors clear product-market fit, repeatable sales motions, defensible unit economics and founder alignment over pure vision plays.
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:
42.48%
Gain -0.4%
Monthly
1.17%
Yearly
14.92%
Drawdown
19.71%
$893.4M
Equity
Holdings
$893.4M
Investment
$810.46M
$123.02M
Profit -$2.38M
Realized
$40.08M
Unrealized
$82.94M
Dividends
$37.27M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$2.38M
Win %
72%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$8.19M
Win %
72%
This Month
Compared to last month
Gain
0.45%
Profit
$4M
Win %
72%
This Year
Compared to last year
Gain
0.43%
Profit
$3.08M
Win %
74%
F Ford Motor Company
+3.05%
+$20,278.87 
C Citigroup Inc.
+2.62%
+$7,128.61 
KMI Kinder Morgan, Inc.
+2.51%
+$5,195.02 
RTX RTX Corporation
+2.45%
+$7,992.1 
PM Philip Morris International Inc.
+2.37%
+$9,826.04 
JPM JPMorgan Chase & Co.
+2.25%
+$23,321.22 
DTM Dt Midstream Inc.
+2.24%
+$9,849.98 
PEP PepsiCo, Inc.
+2.16%
+$5,952.37 
GE General Electric Company
+1.89%
+$3,776 
HD The Home Depot, Inc.
+1.84%
+$3,762.53 
LOW Lowe's Companies Inc.
+1.81%
+$9,168.6 
DIS The Walt Disney Company
+1.78%
+$7,948.95 
DNP DNP Select Income Fund Inc.
+1.63%
+$11,479.36 
ROK Rockwell Automation, Inc.
+1.58%
+$4,021.36 
KO The Coca-Cola Company
+1.52%
+$22,899.8 
SHLD Global X Defense Tech ETF
+1.47%
+$116,659.42 
PG Procter & Gamble Co
+1.41%
+$7,587.95 
LIN Linde plc
+1.37%
+$7,994.44 
T AT&T Inc.
+1.36%
+$4,196.48 
MO Altria Group, Inc.
+1.31%
+$4,927.6 
TMUS T-Mobile US, Inc.
+1.3%
+$4,051.44 
AFL Aflac Inc.
+1.26%
+$6,187.96 
VZ Verizon Communications Inc.
+1.26%
+$3,291.12 
XLU Utilities Select Sector SPDR Fund
+1.2%
+$196,164 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.18%
+$10,884.91 
XLP Consumer Staples Select Sector SPDR Fund
+1.17%
+$50,144.48 
NEE NextEra Energy, Inc.
+1.11%
+$3,505.04 
BAC Bank of America Corporation
+1.1%
+$2,134.08 
ET Energy Transfer L.P.
+1.08%
+$5,250.94 
JNJ Johnson & Johnson
+1.06%
+$6,482.92 
LLY Eli Lilly and Company
+1.06%
+$8,672.33 
XLE Energy Select Sector SPDR Fund
+1.05%
+$117,838 
XLRE The Real Estate Select Sector SPDR Fund
+1.05%
+$88,796.84 
CVX Chevron Corporation
+1.04%
+$9,561.78 
AAPL Apple Inc.
+1.03%
+$122,727.51 
XLF Financial Select Sector SPDR Fund
+1.03%
+$93,537.57 
COST Costco Wholesale Corporation
+1%
+$6,801.41 
V Visa Inc. Class A
+0.97%
+$3,520.45 
IEV iShares Europe ETF
+0.95%
+$1,976.08 
RPM RPM International Inc.
+0.91%
+$10,418.59 
MRSH Marsh & McLennan Companies, Inc.
+0.9%
+$4,200.73 
SCHD Schwab U.S. Dividend Equity ETF
+0.88%
+$167,851.72 
XLEI Energy Select Sector SPDR Premium Income Fund
+0.87%
+$62,811.25 
FNDF Schwab Fundamental International Large Company Index ETF
+0.86%
+$4,098.05 
DTE DTE Energy Company
+0.85%
+$6,022.5 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.78%
+$2,253.82 
TXN Texas Instruments Inc
+0.78%
+$9,984.17 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$4,410.49 
MZTI The Marzetti Company
+0.78%
+$3,373.6 
WMT Walmart Inc.
+0.77%
+$10,954.12 
ABBV AbbVie Inc.
+0.74%
+$3,034.69 
LVHI Franklin International Low Volatility High Dividend ETF
+0.69%
+$2,800.43 
IEFA iShares Core MSCI EAFE ETF
+0.68%
+$2,986.5 
DIVB iShares Core Dividend ETF
+0.66%
+$158,447.7 
XOM Exxon Mobil Corporation
+0.65%
+$2,622.02 
AMGN Amgen Inc.
+0.6%
+$3,659.67 
VYM Vanguard High Dividend Yield ETF
+0.58%
+$2,472.87 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.57%
+$5,727.36 
MS Morgan Stanley
+0.57%
+$1,910.65 
SYK Stryker Corporation
+0.56%
+$2,141.83 
VTV Vanguard Value ETF
+0.54%
+$3,109.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.5%
+$3,035.2 
SCHF Schwab International Equity ETF
+0.5%
+$4,447.17 
MCD McDonald's Corporation
+0.46%
+$8,223.04 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.44%
+$56,829.36 
WM Waste Management, Inc.
+0.42%
+$4,638.85 
PJFV PGIM Jennison Focused Value ETF
+0.42%
+$90,485.76 
ADP Automatic Data Processing Inc.
+0.38%
+$1,289.53 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.37%
+$81,789.87 
IVE ISHARES S&P 500 VALUE ETF
+0.36%
+$1,739.64 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.34%
+$42,569.74 
VONV Vanguard Russell 1000 Value Index Fund
+0.33%
+$1,625.25 
VIG Vanguard Dividend Appreciation ETF
+0.31%
+$1,017.5 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.3%
+$19,822.17 
TLT iShares 20+ Year Treasury Bond ETF
+0.29%
+$10,291.58 
JUNP PGIM U.S. Large Cap Buffered 12 ETF
+0.28%
+$38,739.76 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.25%
+$4,628.08 
PAVE Global X U.S. Infrastructure Development ETF
+0.25%
+$868.14 
NSC Norfolk Southern Corporation
+0.23%
+$636.76 
JUNM FT Vest US Equity Maximum Buffer June Fund
+0.23%
+$815.92 
JEPI JPMorgan Equity Premium Income Fund
+0.22%
+$124,842.62 
PFFV Global X Variable Rate Preferred ETF
+0.21%
+$9,417.28 
PBJL PGIM U.S. Long-Short Equity Buffer 20 ETF - July
+0.2%
+$29,904.61 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
+0.19%
+$60,271.68 
JANP PGIM U.S. Large-Cap Buffer 12 ETF
+0.19%
+$28,888.24 
XJUL FT Vest US Equity Enhanced Fund
+0.18%
+$419.85 
FLBL Franklin Senior Loan ETF
+0.18%
+$5,190.11 
GEV GE Vernova Inc.
+0.17%
+$322.38 
PBOC PGIM US Low Duration Buffers Fund 20 Portfolio ETF
+0.16%
+$23,854.89 
PMFB PGIM S&P 500 Managed Bond Fund ETF
+0.13%
+$354.24 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.12%
+$8,496.25 
DMAR FT Vest US Equity Deep Buffer Fund
+0.12%
+$1,868.9 
MARM Ftv Estus Max Buff ETF March
+0.12%
+$671.81 
FBND Fidelity Total Bond ETF
+0.11%
+$252.8 
UTEN US Treasury 10 Year Note ETF
+0.11%
+$1,145.12 
UFIV U.S. Treasury 5 Year Note ETF
+0.11%
+$2,091.91 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$16,832.87 
RSP Invesco S&P 500 Equal Weight ETF
+0.07%
+$700.48 
XDEC FT Vest US Equity Enhance & Opportunities Fund
+0.06%
+$189.45 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.04%
+$590.25 
ATKR Atkore Inc.
+0.04%
+$331.69 
XNOV FT Vest US Equity Enhanced Fund
+0.04%
+$83.81 
PAAA PGIM AAA CLO ETF
+0.03%
+$3,470.51 
JULM FT Vest US Equity Maximum Buffer Portfolio Series July
+0.03%
+$58.89 
MOAT VanEck Morningstar Wide Moat Fund
+0.03%
+$547.62 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$712.64 
GLD SPDR Gold Shares
+0.02%
+$242.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IAU iShares Gold Trust
0%
$0 
PCLG Polen Focus Growth ETF
0%
$0 FEBM
FEBM
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-7.52%
-$223,596.92 
PANW Palo Alto Networks, Inc.
-7%
-$28,263.69 
PLTR Palantir Technologies Inc.
-6.06%
-$65,755.8 
SANA Sana Biotechnology, Inc.
-4.44%
-$1,207.91 
ASTS AST SpaceMobile, Inc.
-4.36%
-$21,025.72 
AXON Axon Enterprise, Inc.
-3.9%
-$20,877.84 
UCTT Ultra Clean Holdings, Inc.
-3.8%
-$7,335.2 
INTC Intel Corporation
-3.67%
-$18,000.5 
LRCX Lam Research Corporation
-3.58%
-$9,438.67 
AMD Advanced Micro Devices, Inc.
-3.49%
-$29,787.56 
MU Micron Technology, Inc.
-3.27%
-$8,465.1 
AMAT Applied Materials, Inc.
-3.22%
-$9,988.88 
IBLC iShares Blockchain and Tech ETF
-3.21%
-$330,260.93 
AVGO Broadcom Inc.
-2.46%
-$17,061.74 
NFLX Netflix, Inc.
-2.36%
-$8,175.4 
SPCX Space Exploration Technologies Corp. Class A
-2.29%
-$9,513.57 
META Meta Platforms Inc Class A
-2.24%
-$26,928.27 
AIQ Global X Artificial Intelligence & Technology ETF
-2.23%
-$153,368.5 
QTUM Defiance Quantum ETF
-1.98%
-$229,061.91 
VGT Vanguard Information Technology ETF
-1.82%
-$7,628.83 
XLK State Street Technology Select Sector SPDR ETF
-1.78%
-$560,094 
JBLU JetBlue Airways Corporation
-1.75%
-$1,134.92 
CSCO Cisco Systems, Inc.
-1.7%
-$24,798.07 
MSFT Microsoft Corp.
-1.67%
-$66,337.21 
IWP iShares Russell Mid-Cap Growth ETF
-1.63%
-$3,360.17 
SMH VanEck Semiconductor ETF
-1.63%
-$33,488.95 
WAT Waters Corporation
-1.54%
-$35,082.31 
GOOGL Alphabet Inc
-1.52%
-$29,269.71 
QQQM Invesco NASDAQ 100 ETF
-1.5%
-$617,614.35 
STKE Sol Strategies Inc.
-1.45%
-$234.18 
GOOG Alphabet Inc
-1.45%
-$20,514.47 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.44%
-$104,182.74 
UNH UnitedHealth Group Incorporated
-1.43%
-$3,957.61 
QQQI Neos NASDAQ-100 High Income ETF
-1.35%
-$544,253.72 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$48,607.35 
MGK Vanguard Mega Cap Growth ETF
-1.28%
-$3,072.72 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-1.18%
-$3,567.34 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.17%
-$5,373.88 
IBM International Business Machines Corporation
-1.13%
-$6,720.94 
VUG Vanguard Growth ETF
-1.12%
-$22,602.45 
TSLA Tesla, Inc.
-1.11%
-$40,416.79 
DE Deere & Company
-1.06%
-$2,533.67 
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$3,207.82 
VXF Vanguard Extended Market ETF
-1.02%
-$5,661.42 
IUSG iShares Core S&P U.S. Growth ETF
-1%
-$2,369.68 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.99%
-$318,032.33 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.98%
-$7,632.73 
VWO Vanguard FTSE Emerging Markets ETF
-0.89%
-$5,348.18 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.88%
-$118,945.88 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.84%
-$85,923.51 
XLC Communication Services Select Sector SPDR Fund
-0.69%
-$89,460.14 
MELI MercadoLibre, Inc.
-0.57%
-$1,157.2 
RYLD Global X Russell 2000 Covered Call ETF
-0.55%
-$1,190 
AMZN Amazon.com Inc
-0.49%
-$10,140.44 
IWMI Neos Russell 2000 High Income ETF
-0.48%
-$1,014.73 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.48%
-$2,257.6 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.48%
-$37,232.12 
BX Blackstone Inc.
-0.45%
-$3,196.27 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$1,305.33 
ESGU iShares ESG Aware MSCI USA ETF
-0.41%
-$917 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.41%
-$17,777.88 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.41%
-$891.7 
IVV iShares Core S&P 500 ETF
-0.4%
-$3,318.64 
IWB iShares Russell 1000 ETF
-0.39%
-$826.68 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$70,048.44 
VOO Vanguard S&P 500 ETF
-0.39%
-$8,324.09 
PBQQ PGIM Ladders Nasdaq-100 Buffer 12 ETF
-0.37%
-$4,643.23 
SPYI NEOS S&P 500 High Income ETF
-0.29%
-$156,704.85 
FJUN FT Vest US Equity Buffer ETF - June
-0.27%
-$10,718.22 
SNOV FT Vest US Small Cap Moderate Fund
-0.26%
-$598.29 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.23%
-$1,148.96 
BUFG FT Vest Buffered Allocation Fund
-0.23%
-$718.29 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$422.7 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.2%
-$531.85 
FAUG FT Vest U.S. Equity Buffer ETF
-0.2%
-$892.51 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.19%
-$10,322.51 
FAPR FT Vest U.S. Equity Buffer ETF
-0.17%
-$1,353.98 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.17%
-$583.2 
FMAY FT Vest U.S. Equity Buffer ETF
-0.16%
-$557.93 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.16%
-$23,768.54 
USMV iShares MSCI USA Min Vol Factor ETF
-0.16%
-$534.56 
DJUL FT Vest US Equity Deep Buffer Fund
-0.15%
-$6,858.1 
BUFP PGIM Laddered Fund of Bond 12 ETF
-0.15%
-$11,775.85 
BUFR FT Vestladder Buffer ETF-USD I
-0.15%
-$409.81 
SLV iShares Silver Trust
-0.14%
-$1,380.68 
SDIV Global X SuperDividend ETF
-0.13%
-$5,246.19 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.12%
-$444.62 
FFEB FT Vest US Equity Buffer ETF
-0.1%
-$303.96 
PBFR PGIM Laddered Fixed Income Fund ETF
-0.1%
-$7,643.73 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.08%
-$291.56 
XJUN FT Vest U.S. Equity Enhanced Fund
-0.08%
-$286.96 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.07%
-$1,000.44 
VO Vanguard Mid-Cap ETF
-0.07%
-$239.03 
JBBB Janus Henderson B-BBB CLO ETF
-0.05%
-$3,711.47 
CAT Caterpillar Inc.
-0.05%
-$288.38 
NVDA NVIDIA Corporation
-0.05%
-$4,495.15 
PHYL PGIM Active High Yield Bond ETF
-0.04%
-$1,913.62 
ABT Abbott Laboratories
-0.04%
-$169.34 
MUB iShares National Muni Bond ETF
-0.03%
-$91.14 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$81.54 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.03%
-$1,353.96 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.02%
-$3,232.45 Events
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Dividends
Dividend Analysis
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| Trades 1370 | Longs Won 998/1370 72% | Profit Factor 6.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $368,385.37 |
| Average Win $144,113.84 | Best Trade (Oct 15) $5.68M | Sharpe Ratio -9.42 |
| Average Loss -$55,925.86 | Worst Trade (Oct 15) -$3.06M | Z-Score 9.33 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 2d | Expectancy $89,796.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 34,767 | $7.95M | $12.01M | - | $4.06M | 51.08% | +1.032% |
| ABBV AbbVie Inc. | 1,452 | $316,209.71 | $414,531.48 | - | $98,321.77 | 31.09% | +0.737% |
| ABT Abbott Laboratories | 3,763 | $401,243.41 | $393,741.5 | - | -$7,501.91 | -1.87% | -0.043% |
| ADP Automatic Data Processing Inc. | 1,194 | $320,850.79 | $342,355.62 | - | $21,504.83 | 6.7% | +0.378% |
| AFL Aflac Inc. | 4,153 | $466,920 | $496,449.62 | - | $29,529.62 | 6.32% | +1.262% |
| AGG iShares Core U.S. Aggregate Bond ETF | 160,313 | $15.86M | $15.31M | - | -$545,572.46 | -3.44% | +0.11% |
| AIQ Global X Artificial Intelligence & Technology ETF | 107,251 | $5.92M | $6.72M | - | $805,243.6 | 13.61% | -2.231% |
| AMAT Applied Materials, Inc. | 722 | $260,877.15 | $300,478.35 | - | $39,601.2 | 15.18% | -3.217% |
| AMD Advanced Micro Devices, Inc. | 1,519 | $339,130.33 | $824,239.78 | - | $485,109.45 | 143.05% | -3.488% |
| AMGN Amgen Inc. | 1,413 | $475,748.71 | $616,944.06 | - | $141,195.35 | 29.68% | +0.597% |
| AMZN Amazon.com Inc | 8,145 | $1.62M | $2.06M | - | $441,916.52 | 27.23% | -0.489% |
| ASTS AST SpaceMobile, Inc. | 10,838 | $665,754.5 | $460,831.76 | - | -$204,922.74 | -30.78% | -4.363% |
| ATKR Atkore Inc. | 9,477 | $666,686.46 | $899,888.53 | - | $233,202.07 | 34.98% | +0.037% |
| AVGO Broadcom Inc. | 2,012 | $664,853.11 | $675,730.2 | - | $10,877.09 | 1.64% | -2.463% |
| AXON Axon Enterprise, Inc. | 1,284 | $556,039.64 | $514,794.12 | - | -$41,245.52 | -7.42% | -3.898% |
| BAC Bank of America Corporation | 3,744 | $182,520 | $195,698.88 | - | $13,178.88 | 7.22% | +1.103% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 297,857 | $7.27M | $7.78M | - | $512,538.97 | 7.05% | -0.476% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 35,632 | $3.26M | $3.26M | - | -$2,492.2 | -0.08% | +0.022% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 301,486 | $10.95M | $10.09M | - | -$868,537.19 | -7.93% | -0.845% |
| BRK-B Berkshire Hathaway Inc. | 1,081 | $514,574.66 | $572,670.57 | - | $58,095.91 | 11.29% | +0.776% |
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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 Mark Alan Zeigler II?
The largest contributions to the portfolio's profits come from the following stocks: Global X Nasdaq 100 Covered Call ETF - $5.78M, SPDR S&P 500 ETF Trust - $4.19M, NEOS S&P 500 High Income ETF - $4.13M, JPMorgan Equity Premium Income Fund - $3.76M, and iShares Core Dividend ETF - $3.52M. 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: Gap Inc - $222,740.76, Crispr Therapeutics AG - $209,293.09, PGIM Ladders Nasdaq-100 Buffer 12 ETF - $190,356.15, Salesforce Inc - $170,869.93, and Global X Robotics & Artificial Intelligence ETF - $162,257.75. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Alan Zeigler II's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.27M earned over time. The largest contributors to dividend income include Global X Nasdaq 100 Covered Call ETF - $4.32M, JPMorgan Equity Premium Income Fund - $3.84M, NEOS S&P 500 High Income ETF - $3.76M, Neos NASDAQ-100 High Income ETF - $2.58M, and iShares 20+ Year Treasury Bond BuyWrite Fund - $1.86M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Alan Zeigler II's monthly returns?
Mark Alan Zeigler II's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Mark Alan Zeigler II's strategy be considered aggressive or moderate?
Mark Alan Zeigler II'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 Mark Alan Zeigler II's strategy?
Mark Alan Zeigler II's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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