Shaun Peterson Portfolio
Invests via Peterson Wealth Services | Managed by Shaun Peterson
Invests via Peterson Wealth Services
Managed by Shaun Peterson
Automatically Tracked
Shaun Peterson Profile
With a robust foundation in entrepreneurship and strategic leadership, Shaun Peterson stands out as an influential figure within the technology sector. His experience spans multiple startups, where he has driven innovation and growth while successfully navigating competitive landscapes. A proven leader, he has been instrumental in launching market-disrupting products that redefine user experiences and operational efficiency. Beyond his role as a founder, Peterson actively mentors emerging entrepreneurs, fostering a new generation of business leaders keen on leveraging technology to address modern challenges. His insights into digital transformation are highly sought after, positioning him at the nexus of investment opportunities in tech-focused ventures.
With a robust foundation in entrepreneurship and strategic leadership, Shaun Peterson stands out as an influential figure within the technology sector. His experience spans multiple startups, where he has driven innovation and growth while successfully navigating competitive landscapes. A proven leader, he has been instrumental in launching market-disrupting products that redefine user experiences and operational efficiency. Beyond his role as a founder, Peterson actively mentors emerging entrepreneurs, fostering a new generation of business leaders keen on leveraging technology to address modern challenges. His insights into digital transformation are highly sought after, positioning him at the nexus of investment opportunities in tech-focused ventures.
Investment Philosophy & Strategy
Growth opportunities within the tech industry shape his investment focus. Shaun Peterson's entrepreneurial mindset drives him to identify and support transformative ideas that disrupt traditional markets. With a keen eye for scalability, he seeks ventures demonstrating strong potential to innovate and expand rapidly. His engagement with startups extends beyond funding; he provides strategic guidance drawn from extensive experience in product development and market entry strategies. By emphasizing adaptability and visionary leadership, investments are crafted not only to generate returns but also to advance pioneering solutions that can tackle contemporary challenges.
Growth opportunities within the tech industry shape his investment focus. Shaun Peterson's entrepreneurial mindset drives him to identify and support transformative ideas that disrupt traditional markets. With a keen eye for scalability, he seeks ventures demonstrating strong potential to innovate and expand rapidly. His engagement with startups extends beyond funding; he provides strategic guidance drawn from extensive experience in product development and market entry strategies. By emphasizing adaptability and visionary leadership, investments are crafted not only to generate returns but also to advance pioneering solutions that can tackle contemporary challenges.
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:
106.19%
Gain -0.59%
Monthly
1.33%
Yearly
17.13%
Drawdown
31.45%
$463.75M
Equity
Holdings
$463.75M
Investment
$391.54M
$180.06M
Profit -$2.29M
Realized
$107.84M
Unrealized
$72.22M
Dividends
$15.37M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$2.29M
Win %
71%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$1.21M
Win %
71%
This Month
Compared to last month
Gain
-0.12%
Profit
-$536,490.66
Win %
71%
This Year
Compared to last year
Gain
0.97%
Profit
$4.57M
Win %
68%
IESC Ies Holdings Inc.
+30.27%
+$641,830 
AMZN Amazon.com Inc
+15.32%
+$2.14M 
DXCM DexCom, Inc.
+11.95%
+$83,228.31 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$143,244.37 
ETN Eaton Corporation plc
+7.32%
+$276,730.25 
GOOG Alphabet Inc
+6.88%
+$37,785.65 
GOOGL Alphabet Inc
+6.73%
+$80,465.07 
VRT Vertiv Holdings Co
+6.18%
+$98,574.49 
AEIS Advanced Energy Industries Inc.
+5.56%
+$105,812.7 
ANET Arista Networks, Inc.
+5.46%
+$503.82 
SNPS Synopsys, Inc.
+4.41%
+$4,041.78 
CGNX Cognex Corporation
+4.18%
+$13,325.32 
ACLS Axcelis Technologies, Inc.
+4.13%
+$47,517.47 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$107,887.55 
TT Trane Technologies plc
+3.33%
+$24,645.62 
META Meta Platforms Inc Class A
+3.28%
+$136,277.37 
ONTO Onto Innovation Inc.
+3.22%
+$137.02 
LSTR Landstar System Inc.
+3.21%
+$7,004.7 
MSFT Microsoft Corp.
+3.02%
+$243,811.44 
NVDA NVIDIA Corporation
+2.93%
+$775,812.94 
CRNC Cerence Inc.
+2.77%
+$23 
STRL Sterling Infrastructure, Inc.
+2.76%
+$74,971.15 
ATKR Atkore Inc.
+2.76%
+$37.24 
SMCI Super Micro Computer Inc
+2.42%
+$16,661.56 
CVX Chevron Corporation
+2.35%
+$1,993.32 
MRVL Marvell Technology, Inc.
+2.32%
+$255.6 
ORLY O'Reilly Automotive Inc.
+2.28%
+$67.66 
FAST Fastenal Co.
+2.25%
+$3,100.65 
EOG EOG Resources, Inc.
+2.19%
+$5,415.56 
DVN Devon Energy Corporation
+2.17%
+$966.72 
CDNS Cadence Design Systems, Inc.
+2.16%
+$87,890.14 
CSCO Cisco Systems, Inc.
+2.14%
+$9,345.78 
OXY Occidental Petroleum Corporation
+2%
+$1,120 
JCI Johnson Controls International plc
+1.93%
+$49,564.62 
LHX L3Harris Technologies, Inc.
+1.9%
+$103.2 
FIX Comfort Systems USA, Inc.
+1.88%
+$512,593.42 
CRM Salesforce Inc
+1.83%
+$4,948.44 
HUBS HubSpot, Inc.
+1.83%
+$25.56 
ORCL Oracle Corporation
+1.81%
+$60,655.98 
BYND Beyond Meat Inc.
+1.8%
+$0.25 
AAON Aaon Inc.
+1.68%
+$11,561.53 
ZTS Zoetis Inc.
+1.66%
+$22,174.76 
SHEL Shell plc
+1.62%
+$69.09 
HPE Hewlett Packard Enterprise Company
+1.61%
+$8,941.4 
ACN Accenture plc Class A
+1.61%
+$1,125.64 
FANG Diamondback Energy Inc
+1.59%
+$26,896.44 
VZ Verizon Communications Inc.
+1.52%
+$24,339.7 
NOC Northrop Grumman Corporation
+1.43%
+$76.3 
PWR Quanta Services Inc.
+1.43%
+$140.7 
GE General Electric Company
+1.42%
+$1,136.78 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$11,255.37 
CAH Cardinal Health Inc.
+1.3%
+$328.56 
RS Reliance Inc.
+1.27%
+$17,688.63 
CMCSA Comcast Corp
+1.23%
+$68.73 
COP ConocoPhillips
+1.22%
+$9,467.06 
AMAT Applied Materials, Inc.
+1.18%
+$11,251.34 
MSI Motorola Solutions, Inc.
+1.14%
+$44,596.69 
VUG Vanguard Growth ETF
+1.1%
+$255,918.33 
SCI Service Corporation International
+1.05%
+$13,852.8 
XLE Energy Select Sector SPDR Fund
+1%
+$1,706.28 
BKR Baker Hughes Company
+0.98%
+$236 
ADP Automatic Data Processing Inc.
+0.98%
+$2,040.91 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$1,781.36 
AROC Archrock Inc.
+0.96%
+$7,950.22 
UNP Union Pacific Corporation
+0.92%
+$55,263.87 
SCHW Charles Schwab Corporation
+0.87%
+$3,788.33 
ONB Old National Bancorp
+0.87%
+$388.47 
PCTY Paylocity Holding Corporation
+0.87%
+$24.88 
IBM International Business Machines Corporation
+0.86%
+$36.29 
CNQ Canadian Natural Resources Limited
+0.85%
+$77,522 
GEV GE Vernova Inc.
+0.85%
+$4,362.75 
MCD McDonald's Corporation
+0.82%
+$26,954.52 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$372.5 
ZWS Zurn Elkay Water Solutions Corporation
+0.78%
+$8,660.73 
ELF Elf Beauty Inc.
+0.77%
+$8.82 
TSLA Tesla, Inc.
+0.76%
+$102,281.53 
MPC Marathon Petroleum Corporation
+0.76%
+$44,122.03 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$5,104.93 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$25,327.76 
VOO Vanguard S&P 500 ETF
+0.71%
+$14,273.94 
CAT Caterpillar Inc.
+0.7%
+$181.44 
BMY Bristol-Myers Squibb Company
+0.69%
+$440.55 
PLTR Palantir Technologies Inc.
+0.65%
+$61,299.85 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$577.2 
SYY Sysco Corporation
+0.63%
+$19.61 
PKB Invesco Building & Construction ETF
+0.59%
+$2.36 
RJF Raymond James Financial Inc.
+0.58%
+$62,633.13 
MO Altria Group, Inc.
+0.57%
+$133.38 
SSD Simpson Manufacturing Co., Inc.
+0.57%
+$5,684.96 
APH Amphenol Corporation
+0.55%
+$1,467.82 
PSX Phillips 66
+0.51%
+$1,942.88 
IDCC InterDigital, Inc.
+0.49%
+$3,562.5 
NSC Norfolk Southern Corporation
+0.46%
+$192.2 
CSX CSX Corporation
+0.42%
+$26.67 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$15.98 
RTX RTX Corporation
+0.39%
+$54.6 
VLO Valero Energy Corporation
+0.38%
+$1,664.81 
AVGO Broadcom Inc.
+0.37%
+$58,874.4 
PG Procter & Gamble Co
+0.37%
+$742.53 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$32,851.32 
BAC Bank of America Corporation
+0.36%
+$18.48 
ZION Zions Bancorporation, National Association
+0.35%
+$445.2 
AZO AutoZone Inc.
+0.32%
+$106.48 
VSNT Versant Media Group, Inc.
+0.28%
+$110.1 
JPM JPMorgan Chase & Co.
+0.27%
+$46,730.22 
CLMB Climb Global Solutions Inc.
+0.26%
+$2,910.11 
AMP Ameriprise Financial, Inc.
+0.25%
+$15.18 
CME CME Group Inc.
+0.21%
+$5,975.98 
SO The Southern Company
+0.21%
+$7.2 
JNJ Johnson & Johnson
+0.21%
+$7,622.99 
ADI Analog Devices, Inc.
+0.2%
+$6,677.67 
CMI Cummins Inc.
+0.19%
+$4,331.11 
KNSL Kinsale Capital Group Inc.
+0.15%
+$1,156.12 
CB Chubb Limited
+0.15%
+$6,401.34 
MGRC McGrath RentCorp
+0.13%
+$52.65 
ISRG Intuitive Surgical, Inc.
+0.1%
+$156.24 
NUE Nucor Corporation
+0.1%
+$6.25 
WM Waste Management, Inc.
+0.1%
+$4.62 
WMT Walmart Inc.
+0.09%
+$3,565.77 
ABT Abbott Laboratories
+0.09%
+$183.69 
BOH Bank of Hawaii Corporation
+0.04%
+$12 
DIS The Walt Disney Company
+0.03%
+$0.3 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
RIVN Rivian Automotive, Inc.
-9.57%
-$167.44 
AAPL Apple Inc.
-7.35%
-$2.29M 
NXPI NXP Semiconductors N.V.
-6.53%
-$43,952 
SYK Stryker Corporation
-6.42%
-$320,377.93 
MU Micron Technology, Inc.
-5.9%
-$10,687.4 
AGCO AGCO Corporation
-4.64%
-$40,659.57 
GRFS Grifols, S.A. American Depositary Receipt
-4.02%
-$501.93 
IREN IREN Limited
-3.82%
-$33,787.32 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$38.3 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$5,917.6 
LRN Stride, Inc.
-3.35%
-$4,817.74 
GPN Global Payments Inc.
-3.18%
-$6,980.03 
CRWV CoreWeave, Inc.
-2.88%
-$862.65 
TOL Toll Brothers Inc
-2.76%
-$91.08 
FIS Fidelity National Information Services, Inc.
-2.67%
-$33,446.16 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$79.54 
ABBV AbbVie Inc.
-2.51%
-$94,183.79 
ICE Intercontinental Exchange, Inc.
-2.42%
-$125.07 
BA Boeing Company
-2.15%
-$61.88 
NEM Newmont Corporation
-2.14%
-$6,227.9 
PACS Pacs Group Inc.
-2.09%
-$49,984.01 
NFLX Netflix, Inc.
-2%
-$124,333.6 
AMD Advanced Micro Devices, Inc.
-1.9%
-$36,507.32 
APD Air Products and Chemicals, Inc.
-1.77%
-$49,685.67 
PHM PulteGroup Inc.
-1.76%
-$4,070.13 
WLK Westlake Corporation
-1.7%
-$28.06 
DHI D.R. Horton, Inc.
-1.7%
-$3,423.42 
UNH UnitedHealth Group Incorporated
-1.68%
-$35,159.16 
LEN Lennar Corporation
-1.67%
-$2,314.2 
DRI Darden Restaurants, Inc.
-1.64%
-$39,879.96 
LRCX Lam Research Corporation
-1.58%
-$8,262.62 
CIFR Cipher Mining Inc.
-1.48%
-$647.89 
AMRZ Amrize Ltd.
-1.39%
-$20.7 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$161,926.61 
MUSA Murphy USA Inc.
-1.35%
-$25.02 
LNTH Lantheus Holdings, Inc.
-1.35%
-$12,626.24 
DD DuPont de Nemours, Inc.
-1.32%
-$23.92 
TTD The Trade Desk, Inc. Class A
-1.31%
-$8.88 
GRMN Garmin Ltd.
-1.27%
-$68,877.72 
STM STMicroelectronics N.V.
-1.26%
-$24.79 
HSY The Hershey Company
-1.23%
-$43.6 
STE STERIS plc
-1.22%
-$8.43 
F Ford Motor Company
-1.21%
-$475.38 
TJX The TJX Companies, Inc.
-1.21%
-$6,727.64 
IQV IQVIA Holdings Inc.
-1.17%
-$5,196.49 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$12.74 
NEE NextEra Energy, Inc.
-1.15%
-$13,026.98 
TXN Texas Instruments Inc
-1.08%
-$54.36 
HAP VanEck Natural Resources ETF
-1.03%
-$2,029.08 
KO The Coca-Cola Company
-1.02%
-$901.8 
UPS United Parcel Service, Inc.
-1%
-$2,193.45 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$71.4 
EW Edwards Lifesciences Corporation
-0.98%
-$2,765.05 
XOM Exxon Mobil Corporation
-0.97%
-$38,817.63 
MCHP Microchip Technology Incorporated
-0.96%
-$2,561.77 
BC Brunswick Corporation
-0.94%
-$11,078.25 
O Realty Income Corporation
-0.87%
-$20,973.68 
FDUS Fidus Investment Corporation
-0.8%
-$19.52 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$18.5 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$892.8 
SPGI S&P Global Inc.
-0.74%
-$2,809.06 
MA Mastercard Incorporated
-0.74%
-$29.75 
GSK GSK plc Sponsored ADR
-0.73%
-$60.8 
ICLN iShares Global Clean Energy ETF
-0.68%
-$87.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,591.41 
AMGN Amgen Inc.
-0.64%
-$24.8 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$14,031.36 
EME EMCOR Group, Inc.
-0.62%
-$23,830.61 
PM Philip Morris International Inc.
-0.61%
-$52,239.34 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$56.26 
SBUX Starbucks Corporation
-0.57%
-$466.8 
DGX Quest Diagnostics Inc.
-0.55%
-$215.43 
LLY Eli Lilly and Company
-0.53%
-$30,122.82 
FTCS First Trust Capital Strength ETF
-0.51%
-$823.65 
LULU lululemon athletica inc.
-0.51%
-$1,157.17 
ALL Allstate Corporation
-0.49%
-$2,016.32 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$587.52 
CELH Celsius Holdings Inc.
-0.48%
-$2,260.3 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$19.89 
CF CF Industries Holdings, Inc.
-0.46%
-$46.4 
PEP PepsiCo, Inc.
-0.46%
-$74.24 
M Macy's Inc.
-0.44%
-$9.02 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$665.62 
QSR Restaurant Brands International Inc.
-0.43%
-$16.32 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$908.97 
HD The Home Depot, Inc.
-0.42%
-$24,446.28 
ETR Entergy Corporation
-0.38%
-$4,815.44 
VGT Vanguard Information Technology ETF
-0.38%
-$464.4 
AXP American Express Company
-0.38%
-$2,082.78 
HQY HealthEquity Inc.
-0.38%
-$3,073.82 
ENSG The Ensign Group, Inc.
-0.37%
-$4,911.77 
MDT Medtronic plc
-0.37%
-$17.6 
TMUS T-Mobile US, Inc.
-0.36%
-$13.86 
OSK Oshkosh Corporation
-0.36%
-$993.99 
CEG Constellation Energy Corporation
-0.31%
-$705.51 
POWL Powell Industries Inc.
-0.3%
-$6,658.91 
VST Vistra Corp
-0.29%
-$9,514.61 
VTV Vanguard Value ETF
-0.27%
-$779.38 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,561.75 
BX Blackstone Inc.
-0.25%
-$10.24 
FISV Fiserv, Inc.
-0.24%
-$3.12 
COST Costco Wholesale Corporation
-0.24%
-$31,609.5 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$2,218 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$393.67 
KR Kroger Co.
-0.21%
-$6.72 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$8.8 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$14.4 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$6,284.52 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$149.34 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,810.45 
KIM Kimco Realty Corporation
-0.12%
-$6.18 
EXR Extra Space Storage Inc.
-0.12%
-$748.75 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$10.4 
UFPT UFP Technologies Inc.
-0.1%
-$892 
KEY KeyCorp
-0.09%
-$132.92 
SEIC SEI Investments Company
-0.06%
-$133.02 
HOOD Robinhood Markets, Inc.
-0.05%
-$0.8 
V Visa Inc. Class A
-0.04%
-$3,112.26 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$5.6 
IGE iShares North American Natural Resources ETF
-0.02%
-$4.31 
TGT Target Corporation
-0.01%
-$2.54 Events
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Dividends
Dividend Analysis
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| Trades 2462 | Longs Won 1426/2462 57% | Profit Factor 3.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $692,889.8 |
| Average Win $181,225.06 | Best Trade (Sep 30) $18.87M | Sharpe Ratio -9.06 |
| Average Loss -$75,643.79 | Worst Trade (Dec 31) -$8.49M | Z-Score -0.15 (11.87%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 2d | Expectancy $73,135.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,135 | 5,521 | 4,908 | 4,294 | 3,681 | 3,067 | 2,454 | 1,840 | 1,227 | 613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAON Aaon Inc. | 7,865 | $687,943.21 | $700,456.88 | - | $12,513.67 | 1.82% | +1.678% |
| AAPL Apple Inc. | 93,355 | $25.32M | $28.84M | - | $3.52M | 13.91% | -7.354% |
| ABBV AbbVie Inc. | 14,557 | $3.32M | $3.65M | - | $335,398.97 | 10.11% | -2.513% |
| ABT Abbott Laboratories | 2,041 | $260,836.42 | $215,733.7 | - | -$45,102.72 | -17.29% | +0.085% |
| ACLS Axcelis Technologies, Inc. | 9,191 | $874,850.26 | $1.2M | - | $323,472.32 | 36.97% | +4.129% |
| ACN Accenture plc Class A | 428 | $144,788.92 | $71,013.76 | - | -$73,775.16 | -50.95% | +1.611% |
| ADI Analog Devices, Inc. | 9,024 | $2.22M | $3.32M | - | $1.1M | 49.54% | +0.202% |
| ADP Automatic Data Processing Inc. | 788 | $202,911.74 | $209,970.47 | - | $7,058.73 | 3.48% | +0.982% |
| AEIS Advanced Energy Industries Inc. | 6,934 | $1.17M | $2.01M | - | $832,732.51 | 70.88% | +5.564% |
| AGCO AGCO Corporation | 8,181 | $781,154.45 | $835,770.96 | - | $54,616.51 | 6.99% | -4.639% |
| AGG iShares Core U.S. Aggregate Bond ETF | 10,247 | $1.02M | $997,750.39 | - | -$21,044.62 | -2.07% | -0.256% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 9,349 | $1.29M | $2.91M | - | $1.62M | 126.07% | +3.851% |
| ALL Allstate Corporation | 1,551 | $330,919.21 | $409,588.06 | - | $78,668.85 | 23.77% | -0.49% |
| AMAT Applied Materials, Inc. | 1,907 | $557,016.99 | $968,126.71 | - | $411,109.72 | 73.81% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 3,951 | $652,307.25 | $1.88M | - | $1.23M | 188.4% | -1.904% |
| AMGN Amgen Inc. | 10 | $3,621.2 | $3,851.6 | - | $230.4 | 6.36% | -0.64% |
| AMP Ameriprise Financial, Inc. | 11 | $5,046.36 | $6,004.24 | - | $957.88 | 18.98% | +0.253% |
| AMRZ Amrize Ltd. | 30 | $1,455.9 | $1,467.3 | - | $11.4 | 0.78% | -1.391% |
| AMZN Amazon.com Inc | 59,370 | $13.66M | $16.12M | - | $2.46M | 18% | +15.321% |
| ANET Arista Networks, Inc. | 54 | $9,173.52 | $9,738.9 | - | $565.38 | 6.16% | +5.456% |
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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 Shaun Peterson?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $25.52M, Comfort Systems USA, Inc - $18.42M, Broadcom Inc - $11.47M, Vanguard Growth ETF - $9.29M, and JPMorgan Chase & Co - $8.63M. 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: AutoZone Inc - $8.49M, Cadence Design Systems, Inc - $5.49M, lululemon athletica inc - $2.82M, Zoetis Inc - $1.41M, and MKS Instruments Inc - $1.17M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shaun Peterson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.37M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $924,608.55, Canadian Natural Resources Limited - $802,044.96, The Home Depot, Inc - $481,695.27, Energy Select Sector SPDR Fund - $481,452.05, and Raymond James Financial Inc - $452,465.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shaun Peterson's monthly returns?
Shaun Peterson's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Shaun Peterson's strategy be considered aggressive or moderate?
Shaun Peterson's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Shaun Peterson's strategy?
Shaun Peterson's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
