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:
42.85%
Gain -0.93%
Monthly
1.24%
Yearly
15.86%
Drawdown
19.71%
$896.32M
Equity
Holdings
$896.32M
Investment
$810.46M
$125.93M
Profit -$5.25M
Realized
$40.08M
Unrealized
$85.86M
Dividends
$32.51M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.93%
Profit
-$5.25M
Win %
75%
This Week
Compared To Last Week
Gain
0.09%
Profit
$785,013.91
Win %
75%
This Month
Compared to last month
Gain
-0.58%
Profit
-$5.25M
Win %
75%
This Year
Compared to last year
Gain
0.76%
Profit
$6M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$293,871.52 
GOOG Alphabet Inc
+6.88%
+$94,337.79 
GOOGL Alphabet Inc
+6.73%
+$123,742.29 
META Meta Platforms Inc Class A
+3.28%
+$28,889.11 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$68,537.28 
MSFT Microsoft Corp.
+3.02%
+$100,501.91 
NVDA NVIDIA Corporation
+2.93%
+$233,339.44 
ATKR Atkore Inc.
+2.76%
+$18,574.92 
CVX Chevron Corporation
+2.35%
+$18,997.56 
CSCO Cisco Systems, Inc.
+2.14%
+$32,224.23 
ROK Rockwell Automation, Inc.
+1.93%
+$5,460.13 
PANW Palo Alto Networks, Inc.
+1.89%
+$6,703.5 
KMI Kinder Morgan, Inc.
+1.64%
+$3,274.44 
PCLG Polen Focus Growth ETF
+1.56%
+$9,524.13 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$192,862.12 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$7,371.23 
VZ Verizon Communications Inc.
+1.52%
+$4,113.9 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$437,130.85 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$10,581.12 
GE General Electric Company
+1.42%
+$3,219.2 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$3,065.19 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+1.26%
+$3,489.98 
AMAT Applied Materials, Inc.
+1.18%
+$4,259.81 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$2,473.8 
VUG Vanguard Growth ETF
+1.1%
+$20,915.7 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$3,357.55 
XLE Energy Select Sector SPDR Fund
+1%
+$99,320.6 
ADP Automatic Data Processing Inc.
+0.98%
+$3,092.45 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$5,704.72 
ASTS AST SpaceMobile, Inc.
+0.92%
+$5,852.52 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$96,475.52 
DTM Dt Midstream Inc.
+0.9%
+$4,554.69 
IBM International Business Machines Corporation
+0.86%
+$4,853.26 
GEV GE Vernova Inc.
+0.85%
+$1,653.69 
MCD McDonald's Corporation
+0.82%
+$16,152.47 
XLEI Energy Select Sector SPDR Premium Income Fund
+0.78%
+$52,761.7 
SHLD Global X Defense Tech ETF
+0.77%
+$62,917.44 
TSLA Tesla, Inc.
+0.76%
+$23,786.24 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,190.71 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$123,861.97 
VOO Vanguard S&P 500 ETF
+0.71%
+$14,764.8 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$1,506.49 
CAT Caterpillar Inc.
+0.7%
+$4,360.22 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$266,852.82 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,534.72 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$264,772.82 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,421.9 
QTUM Defiance Quantum ETF
+0.67%
+$76,762.28 
PLTR Palantir Technologies Inc.
+0.65%
+$4,329.59 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$44,374.13 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$22,044.6 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,907.79 
BUFG FT Vest Buffered Allocation Fund
+0.65%
+$1,944.08 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$343,739.66 
IWB iShares Russell 1000 ETF
+0.64%
+$1,284.84 
PJFV PGIM Jennison Focused Value ETF
+0.61%
+$127,732.22 
ET Energy Transfer L.P.
+0.59%
+$2,930.76 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.58%
+$30,310.64 
MO Altria Group, Inc.
+0.57%
+$1,981.2 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$2,533.41 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$22,395.36 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.52%
+$1,818.9 
PBQQ PGIM Ladders Nasdaq-100 Buffer 12 ETF
+0.51%
+$6,054.7 
FAPR FT Vest U.S. Equity Buffer ETF
+0.51%
+$3,868.51 
FMAY FT Vest U.S. Equity Buffer ETF
+0.48%
+$1,585.7 
AXON Axon Enterprise, Inc.
+0.47%
+$3,158.67 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.47%
+$19,677.55 
JANP PGIM U.S. Large-Cap Buffer 12 ETF
+0.47%
+$68,821.97 
NSC Norfolk Southern Corporation
+0.46%
+$1,315.97 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,736.29 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.45%
+$2,138.07 
FJUN FT Vest US Equity Buffer ETF - June
+0.44%
+$17,182.87 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.44%
+$58,942.71 
BUFP PGIM Laddered Fund of Bond 12 ETF
+0.44%
+$32,972.38 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.43%
+$5,705.75 
FAUG FT Vest U.S. Equity Buffer ETF
+0.41%
+$1,831.6 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$1,095.75 
RTX RTX Corporation
+0.39%
+$1,465.8 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.39%
+$1,001.11 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$1,820.28 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$1,406.78 
JUNP PGIM U.S. Large Cap Buffered 12 ETF
+0.38%
+$51,141.6 
AVGO Broadcom Inc.
+0.37%
+$2,897.28 
PG Procter & Gamble Co
+0.37%
+$1,811.54 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,010.66 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,244.16 
BAC Bank of America Corporation
+0.36%
+$823.68 
DJUL FT Vest US Equity Deep Buffer Fund
+0.35%
+$15,249.79 
FFEB FT Vest US Equity Buffer ETF
+0.34%
+$1,063.86 
XJUL FT Vest US Equity Enhanced Fund
+0.34%
+$783.71 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$21,450.2 
XJUN FT Vest U.S. Equity Enhanced Fund
+0.34%
+$1,229.85 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$189,760.79 
DMAR FT Vest US Equity Deep Buffer Fund
+0.31%
+$4,757.17 
SMH VanEck Semiconductor ETF
+0.3%
+$5,978.88 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$3,858.84 
XNOV FT Vest US Equity Enhanced Fund
+0.28%
+$614.57 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$39,269.77 
JPM JPMorgan Chase & Co.
+0.27%
+$2,907.42 
DIVB iShares Core Dividend ETF
+0.26%
+$59,858.02 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$4,381 
PMFB PGIM S&P 500 Managed Bond Fund ETF
+0.22%
+$597.14 
JNJ Johnson & Johnson
+0.21%
+$1,282.07 
JUNM FT Vest US Equity Maximum Buffer June Fund
+0.2%
+$703.73 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$33,570.12 
PBFR PGIM Laddered Fixed Income Fund ETF
+0.18%
+$14,013.5 
T AT&T Inc.
+0.17%
+$524.56 
MS Morgan Stanley
+0.17%
+$667.8 
XDEC FT Vest US Equity Enhance & Opportunities Fund
+0.16%
+$530.47 
PBOC PGIM US Low Duration Buffers Fund 20 Portfolio ETF
+0.13%
+$18,564.12 
JULM FT Vest US Equity Maximum Buffer Portfolio Series July
+0.13%
+$259.16 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$2,314.04 
DTE DTE Energy Company
+0.12%
+$935 
MARM Ftv Estus Max Buff ETF March
+0.11%
+$648.53 
C Citigroup Inc.
+0.1%
+$286.89 
WM Waste Management, Inc.
+0.1%
+$1,074.26 
UCTT Ultra Clean Holdings, Inc.
+0.1%
+$276.8 
AFL Aflac Inc.
+0.09%
+$498.36 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$300.69 
WMT Walmart Inc.
+0.09%
+$1,210.42 
FLBL Franklin Senior Loan ETF
+0.09%
+$2,601.3 
ABT Abbott Laboratories
+0.09%
+$338.67 
SNOV FT Vest US Small Cap Moderate Fund
+0.09%
+$196.58 
PBJL PGIM U.S. Long-Short Equity Buffer 20 ETF - July
+0.08%
+$11,501.95 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,068.96 
DIS The Walt Disney Company
+0.03%
+$121.05 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 FEBM
FEBM
0%
$0 
AAPL Apple Inc.
-7.35%
-$852,486.84 
SYK Stryker Corporation
-6.42%
-$29,176.04 
LIN Linde plc
-5.95%
-$35,918.63 
MU Micron Technology, Inc.
-5.9%
-$14,353.12 
SANA Sana Biotechnology, Inc.
-3.69%
-$1,317.72 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$10,701.02 
IBLC iShares Blockchain and Tech ETF
-2.87%
-$321,470.72 
STKE Sol Strategies Inc.
-2.75%
-$327.85 
ABBV AbbVie Inc.
-2.51%
-$9,394.44 
SLV iShares Silver Trust
-2.13%
-$22,485.36 
NFLX Netflix, Inc.
-2%
-$6,959.82 
AMD Advanced Micro Devices, Inc.
-1.9%
-$14,035.59 
DNP DNP Select Income Fund Inc.
-1.74%
-$13,631.74 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,807.61 
LRCX Lam Research Corporation
-1.58%
-$4,469.71 
GLD SPDR Gold Shares
-1.49%
-$19,428.31 
IAU iShares Gold Trust
-1.46%
-$61,415.5 
F Ford Motor Company
-1.21%
-$9,733.86 
NEE NextEra Energy, Inc.
-1.15%
-$4,022.83 
DE Deere & Company
-1.13%
-$2,502.4 
TXN Texas Instruments Inc
-1.08%
-$13,895.11 
LOW Lowe's Companies Inc.
-1.08%
-$5,879.31 
INTC Intel Corporation
-1.02%
-$4,782.99 
KO The Coca-Cola Company
-1.02%
-$14,721.3 
XOM Exxon Mobil Corporation
-0.97%
-$3,519 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$4,537.24 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$129,289 
WAT Waters Corporation
-0.79%
-$15,335.66 
RPM RPM International Inc.
-0.7%
-$8,701.24 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$2,847.9 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$121,621.68 
MZTI The Marzetti Company
-0.69%
-$3,120.58 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$24,610.3 
PHYL PGIM Active High Yield Bond ETF
-0.66%
-$29,342.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,075.81 
JBLU JetBlue Airways Corporation
-0.66%
-$825.4 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.65%
-$210,950.88 
AMGN Amgen Inc.
-0.64%
-$3,504.25 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,850.75 
PM Philip Morris International Inc.
-0.61%
-$2,446.12 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$2,820.17 
SCHF Schwab International Equity ETF
-0.58%
-$5,270.72 
LLY Eli Lilly and Company
-0.53%
-$4,021.28 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$46,416.53 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$20,852.01 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.48%
-$32,436.27 
IWMI Neos Russell 2000 High Income ETF
-0.47%
-$1,044.96 
PEP PepsiCo, Inc.
-0.46%
-$1,372.8 
IEV iShares Europe ETF
-0.44%
-$958.98 
SDIV Global X SuperDividend ETF
-0.44%
-$19,236.03 
HD The Home Depot, Inc.
-0.42%
-$921.58 
MELI MercadoLibre, Inc.
-0.41%
-$855.8 
UTEN US Treasury 10 Year Note ETF
-0.39%
-$4,123.44 
VGT Vanguard Information Technology ETF
-0.38%
-$1,471.03 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,223.75 
PAAA PGIM AAA CLO ETF
-0.37%
-$43,959.73 
TMUS T-Mobile US, Inc.
-0.36%
-$1,251.16 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$23,753.44 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$658.25 
VXF Vanguard Extended Market ETF
-0.3%
-$1,706.84 
FBND Fidelity Total Bond ETF
-0.27%
-$606.72 
VTV Vanguard Value ETF
-0.27%
-$1,535.15 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$40,078.25 
BX Blackstone Inc.
-0.25%
-$2,087.41 
COST Costco Wholesale Corporation
-0.24%
-$1,584.58 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$2,210.56 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$63,154.34 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$14,892.85 
UFIV U.S. Treasury 5 Year Note ETF
-0.2%
-$3,847.2 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$931.93 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$1,844.9 
RYLD Global X Russell 2000 Covered Call ETF
-0.19%
-$420.01 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,619.88 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$34,803.85 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$10,875.2 
MUB iShares National Muni Bond ETF
-0.11%
-$312.48 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$225.44 
XLF Financial Select Sector SPDR Fund
-0.1%
-$9,846.06 
VO Vanguard Mid-Cap ETF
-0.05%
-$173.84 
PFFV Global X Variable Rate Preferred ETF
-0.04%
-$2,092.73 
V Visa Inc. Class A
-0.04%
-$126.69 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$72.46 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$2,706.16 Events
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Dividends
Dividend Analysis
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| Trades 1370 | Longs Won 1013/1370 73% | Profit Factor 9.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $348,172.73 |
| Average Win $139,764.53 | Best Trade (Aug 14) $5.72M | Sharpe Ratio -9.42 |
| Average Loss -$43,828.7 | Worst Trade (Aug 19) -$1.79M | Z-Score 13.65 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 6d | Expectancy $91,923.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 34,767 | $7.95M | $10.74M | - | $2.79M | 35.07% | -7.354% |
| ABBV AbbVie Inc. | 1,452 | $316,209.71 | $364,364.88 | - | $48,155.17 | 15.23% | -2.513% |
| ABT Abbott Laboratories | 3,763 | $401,243.41 | $397,749.1 | - | -$3,494.31 | -0.87% | +0.085% |
| ADP Automatic Data Processing Inc. | 1,194 | $320,850.79 | $318,153.23 | - | -$2,697.56 | -0.84% | +0.982% |
| AFL Aflac Inc. | 4,153 | $466,920 | $529,424.44 | - | $62,504.44 | 13.39% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 160,313 | $15.86M | $15.61M | - | -$248,191.84 | -1.57% | -0.256% |
| AIQ Global X Artificial Intelligence & Technology ETF | 107,251 | $5.92M | $6.32M | - | $400,907.33 | 6.78% | +0.341% |
| AMAT Applied Materials, Inc. | 722 | $260,877.15 | $366,537.75 | - | $105,660.6 | 40.5% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,519 | $339,130.33 | $723,271.83 | - | $384,141.5 | 113.27% | -1.904% |
| AMGN Amgen Inc. | 1,413 | $475,748.71 | $544,231.08 | - | $68,482.37 | 14.39% | -0.64% |
| AMZN Amazon.com Inc | 8,145 | $1.62M | $2.21M | - | $589,055.87 | 36.3% | +15.321% |
| ASTS AST SpaceMobile, Inc. | 10,838 | $665,754.5 | $639,225.24 | - | -$26,529.26 | -3.98% | +0.924% |
| ATKR Atkore Inc. | 9,477 | $666,686.46 | $691,441.92 | - | $24,755.46 | 3.71% | +2.761% |
| AVGO Broadcom Inc. | 2,012 | $664,853.11 | $783,231.36 | - | $118,378.25 | 17.81% | +0.371% |
| AXON Axon Enterprise, Inc. | 1,284 | $556,039.64 | $677,643.85 | - | $121,604.21 | 21.87% | +0.468% |
| BAC Bank of America Corporation | 3,744 | $182,520 | $231,940.8 | - | $49,420.8 | 27.08% | +0.356% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 297,857 | $7.27M | $7.13M | - | -$144,235.71 | -1.98% | -0.209% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 35,632 | $3.26M | $3.27M | - | $1,783.64 | 0.05% | +0.033% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 301,486 | $10.95M | $10.62M | - | -$336,414.4 | -3.07% | +0.917% |
| BRK-B Berkshire Hathaway Inc. | 1,081 | $514,574.66 | $552,974.74 | - | $38,400.08 | 7.46% | +0.365% |
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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 - $5.71M, SPDR S&P 500 ETF Trust - $4.15M, JPMorgan Equity Premium Income Fund - $3.39M, iShares Core Dividend ETF - $3.37M, and NEOS S&P 500 High Income ETF - $3.04M. 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-The - $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 $32.51M earned over time. The largest contributors to dividend income include Global X Nasdaq 100 Covered Call ETF - $4.25M, JPMorgan Equity Premium Income Fund - $3.47M, NEOS S&P 500 High Income ETF - $2.67M, Global X SuperDividend ETF - $1.66M, and iShares 20+ Year Treasury Bond BuyWrite Fund - $1.66M. 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.
