M. Katherine Pieper Portfolio
Invests via Unionview LLC | Managed by Composition Wealth LLC
Invests via Unionview LLC
Managed by Composition Wealth LLC
Automatically Tracked
M. Katherine Pieper Profile
With a rich background in finance and investment management, M. Katherine Pieper has built a distinguished career focused on corporate growth and strategic partnerships. Her expertise spans several sectors, including technology and healthcare, where she has played pivotal roles in driving value creation for both emerging enterprises and established companies. Leveraging her deep knowledge of market dynamics, she excels at navigating complex transactions that enhance stakeholder outcomes. Her strong leadership presence is recognized across the industry as she engages with board members to align organizational goals with market opportunities.
With a rich background in finance and investment management, M. Katherine Pieper has built a distinguished career focused on corporate growth and strategic partnerships. Her expertise spans several sectors, including technology and healthcare, where she has played pivotal roles in driving value creation for both emerging enterprises and established companies. Leveraging her deep knowledge of market dynamics, she excels at navigating complex transactions that enhance stakeholder outcomes. Her strong leadership presence is recognized across the industry as she engages with board members to align organizational goals with market opportunities.
Investment Philosophy & Strategy
Opportunities in technology and healthcare drive M. Katherine Pieper's investment strategies, where she seeks to leverage her extensive experience to identify high-potential ventures. Known for cultivating strategic partnerships, she aligns with innovative companies that show promise for rapid growth and transformative market impact. Her approach is underscored by a commitment to enhancing operational efficiencies and value creation through collaborative efforts with management teams. Additionally, she focuses on fostering resilience within investments, ensuring that organizations can adapt successfully in ever-changing market conditions.
Opportunities in technology and healthcare drive M. Katherine Pieper's investment strategies, where she seeks to leverage her extensive experience to identify high-potential ventures. Known for cultivating strategic partnerships, she aligns with innovative companies that show promise for rapid growth and transformative market impact. Her approach is underscored by a commitment to enhancing operational efficiencies and value creation through collaborative efforts with management teams. Additionally, she focuses on fostering resilience within investments, ensuring that organizations can adapt successfully in ever-changing market conditions.
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:
63.51%
Gain +1.77%
Monthly
0.79%
Yearly
9.87%
Drawdown
21.68%
$169.8M
Equity
Holdings
$169.8M
Investment
$118.24M
$48.83M
Profit +$2.27M
Realized
-$3.37M
Unrealized
$52.2M
Dividends
$8.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.77%
Profit
$2.27M
Win %
93%
This Week
Compared To Last Week
Gain
1.48%
Profit
$2.47M
Win %
93%
This Month
Compared to last month
Gain
1.1%
Profit
$1.84M
Win %
93%
This Year
Compared to last year
Gain
10.66%
Profit
$16.36M
Win %
93%
AMZN Amazon.com Inc
+15.32%
+$496,821.46 
GOOG Alphabet Inc
+6.88%
+$125,439.17 
GOOGL Alphabet Inc
+6.73%
+$120,978.48 
META Meta Platforms Inc Class A
+3.28%
+$19,253.51 
MSFT Microsoft Corp.
+3.02%
+$359,050.18 
NVDA NVIDIA Corporation
+2.93%
+$40,421.14 
CVX Chevron Corporation
+2.35%
+$9,713.48 
CSCO Cisco Systems, Inc.
+2.14%
+$13,442.76 
ORCL Oracle Corporation
+1.81%
+$6,759.06 
SAP SAP SE Sponsored ADR
+1.51%
+$2,531.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$5,149.44 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$3,793.61 
CMCSA Comcast Corp
+1.23%
+$1,784.48 
MSI Motorola Solutions, Inc.
+1.14%
+$2,159.34 
VUG Vanguard Growth ETF
+1.1%
+$3,794.4 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$11,763.36 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$3,993.13 
JAVA JPMorgan Active Value ETF
+0.87%
+$94,110.1 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.8%
+$3,248.08 
EMR Emerson Electric Co.
+0.79%
+$2,408.4 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$15,128.88 
TSLA Tesla, Inc.
+0.76%
+$2,140.5 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$81,566.72 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$50,153.55 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,851.68 
IVV iShares Core S&P 500 ETF
+0.69%
+$16,066.56 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$4,848.77 
IWB iShares Russell 1000 ETF
+0.64%
+$1,849.87 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$2,458.87 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,632.97 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,502.88 
IYW iShares U.S. Technology ETF
+0.46%
+$1,969.89 
IWD iShares Russell 1000 Value ETF
+0.44%
+$17,964.24 
PAYX Paychex Inc.
+0.44%
+$877.71 
AVGO Broadcom Inc.
+0.37%
+$2,387.52 
PG Procter & Gamble Co
+0.37%
+$3,973.94 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,214.08 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$1,164.64 
BAC Bank of America Corporation
+0.36%
+$5,387.14 
MRK Merck & Co., Inc.
+0.32%
+$1,871.7 
JPM JPMorgan Chase & Co.
+0.27%
+$3,030.56 
SO The Southern Company
+0.21%
+$502 
JNJ Johnson & Johnson
+0.21%
+$1,613.85 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$2,044.5 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$1,791.75 
FBIN Fortune Brands Innovations Inc.
+0.02%
+$33.08 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$741,264.12 
BA Boeing Company
-2.15%
-$11,695.3 
NFLX Netflix, Inc.
-2%
-$5,066.2 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$14,868.48 
UNH UnitedHealth Group Incorporated
-1.68%
-$7,338.67 
INTC Intel Corporation
-1.02%
-$12,550.35 
KO The Coca-Cola Company
-1.02%
-$4,417.2 
XOM Exxon Mobil Corporation
-0.97%
-$9,750.69 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$31,900.05 
KMB Kimberly-Clark Corporation
-0.8%
-$1,848 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,887.81 
AMGN Amgen Inc.
-0.64%
-$2,167.53 
EFA iShares MSCI EAFE ETF
-0.62%
-$20,867.88 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,729.6 
SBUX Starbucks Corporation
-0.57%
-$7,746 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$6,443.23 
IYR iShares U.S. Real Estate ETF
-0.55%
-$7,068.51 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,167.02 
LLY Eli Lilly and Company
-0.53%
-$12,781.05 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,854.16 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$32,894.67 
IWM iShares Russell 2000 ETF
-0.47%
-$31,048.21 
DVY iShares Select Dividend ETF
-0.45%
-$8,088.26 
VGK Vanguard FTSE Europe ETF
-0.44%
-$2,416 
HD The Home Depot, Inc.
-0.42%
-$2,700.81 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$1,387.18 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,296.7 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,562.88 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,200.94 
VTV Vanguard Value ETF
-0.27%
-$966.99 
COST Costco Wholesale Corporation
-0.24%
-$4,632.9 
VB Vanguard Small-Cap ETF
-0.22%
-$1,201.16 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,155.95 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$584.98 
AWF AllianceBernstein Global High Income Fund Inc.
-0.2%
-$291.02 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$791.04 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$765.43 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$16,166.88 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$11,774.44 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$13,067.6 
EZM WisdomTree U.S. MidCap Fund
-0.07%
-$314.15 
VO Vanguard Mid-Cap ETF
-0.05%
-$302.24 
V Visa Inc. Class A
-0.04%
-$316.52 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,582.08 Events
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Dividends
Dividend Analysis
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| Trades 967 | Longs Won 674/967 69% | Profit Factor 9.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $255,568.9 |
| Average Win $80,794.76 | Best Trade (Aug 02) $3.38M | Sharpe Ratio -40.37 |
| Average Loss -$19,212.8 | Worst Trade (Dec 30) -$337,727.61 | Z-Score 16.84 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3w 1d | Expectancy $50,492.57 |
| 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 | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for M. Katherine Pieper?
The largest contributions to the portfolio's profits come from the following stocks: First Trust Value Line Dividend Index Fund - $865,784.94, Microsoft Corp - $584,648.26, SPDR S&P MidCap 400 ETF Trust - $366,649.57, SPDR S&P 500 ETF Trust - $308,067.09, and JPMorgan Active Value ETF - $281,889.83. 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: Meta Platforms Inc Class A - $348,035.55, Pfizer Inc - $230,371.72, The Walt Disney Company - $177,176.59, Intel Corporation - $146,860.24, and Fortune Brands Innovations Inc - $125,343.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does M. Katherine Pieper's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.11M earned over time. The largest contributors to dividend income include First Trust Value Line Dividend Index Fund - $1.02M, Microsoft Corp - $399,092.7, SPDR S&P MidCap 400 ETF Trust - $362,972.47, iShares MSCI EAFE ETF - $348,376.52, and SPDR S&P 500 ETF Trust - $290,935.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are M. Katherine Pieper's monthly returns?
M. Katherine Pieper'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 M. Katherine Pieper's strategy be considered aggressive or moderate?
M. Katherine Pieper's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow M. Katherine Pieper's strategy?
M. Katherine Pieper'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.
