CB

Catherine Bluvol Portfolio

Invests via Next Level Private LLC | Managed by Catherine Bluvol, Barry P. Mitchell Jr.
Invests via Next Level Private LLC
Managed by Catherine Bluvol, Barry P. Mitchell Jr.
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Catherine Bluvol Profile

With a dynamic career spanning finance and entrepreneurship, Catherine Bluvol has established herself as a prominent leader in the investment community. She is known for her strategic insight and adeptness in navigating complex market landscapes. Her professional journey encompasses vital roles in corporate leadership where she has driven initiatives to foster innovation and growth within various sectors. An advocate for sustainable investing, her efforts have not only propelled financial success but also prioritized long-term societal benefits. As a thought leader, she actively engages with emerging trends that influence capital markets, making her insights highly relevant to investors seeking opportunities that align with modern economic shifts.

With a dynamic career spanning finance and entrepreneurship, Catherine Bluvol has established herself as a prominent leader in the investment community. She is known for her strategic insight and adeptness in navigating complex market landscapes. Her professional journey encompasses vital roles in corporate leadership where she has driven initiatives to foster innovation and growth within various sectors. An advocate for sustainable investing, her efforts have not only propelled financial success but also prioritized long-term societal benefits. As a thought leader, she actively engages with emerging trends that influence capital markets, making her insights highly relevant to investors seeking opportunities that align with modern economic shifts.

Investment Philosophy & Strategy

Market dynamics play a critical role in shaping investment decisions for Catherine Bluvol, who emphasizes the intersection of sustainability and profitability. Her approach leverages a diverse set of experiences across finance and entrepreneurship to identify high-potential opportunities that align with emerging trends. Focused on long-term value creation, she prioritizes sectors that promise both innovation and societal impact. By blending strategic foresight with operational acumen, her decision-making is rooted in careful analysis while fostering environments conducive to growth. Engaging actively with evolving market narratives ensures her perspectives resonate deeply within the investment landscape.

Market dynamics play a critical role in shaping investment decisions for Catherine Bluvol, who emphasizes the intersection of sustainability and profitability. Her approach leverages a diverse set of experiences across finance and entrepreneurship to identify high-potential opportunities that align with emerging trends. Focused on long-term value creation, she prioritizes sectors that promise both innovation and societal impact. By blending strategic foresight with operational acumen, her decision-making is rooted in careful analysis while fostering environments conducive to growth. Engaging actively with evolving market narratives ensures her perspectives resonate deeply within the investment landscape.

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:
143.6%
Gain +1.18%
Monthly
1.41%
Yearly
18.34%
Drawdown
25.14%
$518.31M
Equity
Holdings
$518.31M
Investment
$374.48M
$137.65M
Profit +$2.9M
Realized
-$6.17M
Unrealized
$143.82M
Dividends
$24M

Goals

Avg. 50% completed goals
Yearly
Gain > 5%
2026
0%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
1.18%
Profit
$2.9M
Win %
80%
This Week
Compared To Last Week
Gain
0.56%
Profit
$2.9M
Win %
80%
This Month
Compared to last month
Gain
0.11%
Profit
$574,887.92
Win %
80%
This Year
Compared to last year
Gain
-0.03%
Profit
$26,982.33
Win %
80%
Everpure Inc. Class A Common Stock logo
P Everpure Inc. Class A Common Stock
+8.27%
+$17,074.8
Tesla, Inc. logo
TSLA Tesla, Inc.
+6.26%
+$20,304.52
Intel Corporation logo
INTC Intel Corporation
+5.13%
+$9,847.68
GE Vernova Inc. logo
GEV GE Vernova Inc.
+5.07%
+$527,475.94
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
+4.97%
+$31,741.39
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
+4.6%
+$11,747.7
Wolfspeed Inc. logo
WOLF Wolfspeed Inc.
+4.06%
+$9,622.71
Dow Inc. logo
DOW Dow Inc.
+3.96%
+$104,509.35
Quanta Services, Inc. logo
PWR Quanta Services, Inc.
+3.76%
+$11,405.26
Applied Materials Inc. logo
AMAT Applied Materials Inc.
+3.65%
+$62,350.61
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+3.47%
+$25,842.83
Corning Incorporated logo
GLW Corning Incorporated
+2.99%
+$9,457.2
Morgan Stanley Common Stock logo
MS Morgan Stanley Common Stock
+2.74%
+$130,492.89
Marathon Petroleum Corp. logo
MPC Marathon Petroleum Corp.
+2.73%
+$27,353.1
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+2.62%
+$9,044.56
Advanced Micro Devices Inc. logo
AMD Advanced Micro Devices Inc.
+2.58%
+$60,168.54
Broadcom Inc. logo
AVGO Broadcom Inc.
+2.52%
+$79,055.58
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.43%
+$60,441.54
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+2.42%
+$15,228.01
Phillips 66 logo
PSX Phillips 66
+2.16%
+$7,191.48
Prospect Capital Corporation logo
PSEC Prospect Capital Corporation
+2.03%
+$693.99
Invesco S&P 500 Momentum ETF logo
SPMO Invesco S&P 500 Momentum ETF
+1.67%
+$202,283.12
First Trust RBA American Industrial Renaissance ETF logo
AIRR First Trust RBA American Industrial Renaissance ETF
+1.66%
+$376,391.16
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+1.66%
+$6,583.59
Bank of New York Mellon Corp. logo
BNY Bank of New York Mellon Corp.
+1.63%
+$11,565.6
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
+1.47%
+$7,329
Columbia Select Technology ETF logo
SEMI Columbia Select Technology ETF
+1.42%
+$9,549.8
Northwest Bancshares, Inc. logo
NWBI Northwest Bancshares, Inc.
+1.42%
+$3,894.88
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+1.27%
+$6,484.83
Vanguard Russell 1000 Growth ETF logo
VONG Vanguard Russell 1000 Growth ETF
+1.24%
+$23,895.54
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
+1.22%
+$89,508.22
Goldman Sachs Nasdaq-100 Premium Income ETF logo
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+1.21%
+$2,566.1
iShares S&P 500 Growth ETF logo
IVW iShares S&P 500 Growth ETF
+1.2%
+$27,980.04
Putnam Focused Large Cap Growth ETF logo
PGRO Putnam Focused Large Cap Growth ETF
+1.19%
+$165,157.35
PGIM Jennison Focused International Equity ETF logo
PJIO PGIM Jennison Focused International Equity ETF
+1.17%
+$2,846.16
Nuveen Nasdaq 100 Dynamic Overwrite Fund logo
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
+1.13%
+$2,258.96
Microsoft Corporation Common Stock logo
MSFT Microsoft Corporation Common Stock
+1.11%
+$89,580.85
Xtrackers MSCI Japan Hedged Equity ETF logo
DBJP Xtrackers MSCI Japan Hedged Equity ETF
+1.09%
+$10,465.24
BlackRock, Inc. logo
BLK BlackRock, Inc.
+1.09%
+$2,539.68
WisdomTree Japan Hedged Equity Fund logo
DXJ WisdomTree Japan Hedged Equity Fund
+1.07%
+$24,602.13
Citigroup Inc. logo
C Citigroup Inc.
+1.06%
+$9,697.65
Palantir Technologies Inc. Class A Common Stock logo
PLTR Palantir Technologies Inc. Class A Common Stock
+1.05%
+$2,397.84
Vanguard Morningstar Growth ETF logo
VUG Vanguard Morningstar Growth ETF
+1.01%
+$21,866.25
Eaton Vance Tax-Advantaged Dividend Income Fund logo
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.99%
+$2,276.34
Caterpillar Inc. logo
CAT Caterpillar Inc.
+0.98%
+$8,032.5
iShares U.S. Technology ETF logo
IYW iShares U.S. Technology ETF
+0.94%
+$7,279.74
Principal International Equity ETF logo
PIEQ Principal International Equity ETF
+0.94%
+$8,378.37
Cohen & Steers Quality Income Realty Fund, Inc. logo
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.93%
+$4,114.43
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+0.92%
+$176,177.7
iShares U.S. Equity Factor Rotation Active ETF logo
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.88%
+$1,894.2
Fidelity Enhanced Small Cap ETF logo
FESM Fidelity Enhanced Small Cap ETF
+0.84%
+$5,330.64
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+0.84%
+$8,402.75
Vanguard Morningstar Large-Cap ETF logo
VV Vanguard Morningstar Large-Cap ETF
+0.83%
+$3,019.29
Wells Fargo & Company logo
WFC Wells Fargo & Company
+0.82%
+$3,333.82
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
+0.82%
+$3,862.5
Targa Resources Corp. logo
TRGP Targa Resources Corp.
+0.8%
+$7,236.54
Invesco S&P International Developed Momentum ETF logo
IDMO Invesco S&P International Developed Momentum ETF
+0.79%
+$7,088.9
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.78%
+$5,415.38
Avantis U.S. Small Cap Value ETF logo
AVUV Avantis U.S. Small Cap Value ETF
+0.76%
+$4,599.79
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.75%
+$4,504.84
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.74%
+$16,298
State Street SPDR S&P 500 ETF Trust logo
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$87,089.27
Vanguard Total Stock Market ETF logo
VTI Vanguard Total Stock Market ETF
+0.72%
+$12,788.21
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.71%
+$1,825.92
Xtrackers MSCI EAFE Hedged Equity ETF logo
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.7%
+$46,371.78
Fidelity Enhanced Large Cap Core ETF logo
FELC Fidelity Enhanced Large Cap Core ETF
+0.7%
+$1,392.3
American Century U.S. Quality Growth ETF logo
QGRO American Century U.S. Quality Growth ETF
+0.7%
+$309,331.72
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
+0.69%
+$6,540.46
BlackRock Enhanced Large Cap Core Fund, Inc. logo
CII BlackRock Enhanced Large Cap Core Fund, Inc.
+0.69%
+$7,462.72
Energy Transfer LP logo
ET Energy Transfer LP
+0.69%
+$1,782.62
iShares U.S. Large Cap Premium Income Active ETF logo
BALI iShares U.S. Large Cap Premium Income Active ETF
+0.69%
+$47,875.85
First Trust STOXX European Select Dividend Index Fund logo
FDD First Trust STOXX European Select Dividend Index Fund
+0.66%
+$24,001
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.64%
+$8,455.8
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.62%
+$19,326.84
Goldman Sachs S&P 500 Premium Income ETF logo
GPIX Goldman Sachs S&P 500 Premium Income ETF
+0.62%
+$5,130.15
Vanguard Mid-Cap Index Fund ETF Shares logo
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.62%
+$13,293
Esquire Financial Holdings, Inc. Common Stock logo
ESQ Esquire Financial Holdings, Inc. Common Stock
+0.61%
+$1,875
General Electric Company logo
GE General Electric Company
+0.6%
+$93,787.66
Amazon.com Inc logo
AMZN Amazon.com Inc
+0.59%
+$21,502.88
AB International Low Volatility Equity ETF logo
ILOW AB International Low Volatility Equity ETF
+0.59%
+$5,978.34
iShares MSCI EAFE Value ETF logo
EFV iShares MSCI EAFE Value ETF
+0.58%
+$1,740.18
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
+0.58%
+$3,767.52
Vanguard FTSE Developed Markets ETF logo
VEA Vanguard FTSE Developed Markets ETF
+0.58%
+$3,349.17
Truist Financial Corporation logo
TFC Truist Financial Corporation
+0.58%
+$1,665.72
First Trust SMID Cap Rising Dividend Achievers ETF logo
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.57%
+$1,672.07
Calamos Autocallable Income ETF logo
CAIE Calamos Autocallable Income ETF
+0.57%
+$7,678.5
Bank of America Corporation logo
BAC Bank of America Corporation
+0.55%
+$10,040.52
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+0.55%
+$2,054.64
iShares Russell Mid-Cap ETF logo
IWR iShares Russell Mid-Cap ETF
+0.52%
+$4,529.22
Globalstar Inc. logo
GSAT Globalstar Inc.
+0.51%
+$1,119.72
FT Vest SMID Rising Dividend Achievers Target Income ETF logo
SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF
+0.49%
+$6,447.76
State Street SPDR S&P Regional Banking ETF logo
KRE State Street SPDR S&P Regional Banking ETF
+0.49%
+$1,267.35
First Trust Rising Dividend Achievers ETF logo
RDVY First Trust Rising Dividend Achievers ETF
+0.49%
+$151,095.95
Putnam Focused Large Cap Value ETF logo
PVAL Putnam Focused Large Cap Value ETF
+0.48%
+$2,094.3
Toronto-Dominion Bank logo
TD Toronto-Dominion Bank
+0.47%
+$2,963.57
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$1,500.75
Vanguard Morningstar Value ETF logo
VTV Vanguard Morningstar Value ETF
+0.47%
+$13,560.54
Abbott Laboratories logo
ABT Abbott Laboratories
+0.47%
+$1,014.13
Vanguard Small-Cap Value ETF logo
VBR Vanguard Small-Cap Value ETF
+0.45%
+$1,970.72
WisdomTree Europe Hedged Equity Fund logo
HEDJ WisdomTree Europe Hedged Equity Fund
+0.45%
+$1,793.89
Ford Motor Co. logo
F Ford Motor Co.
+0.43%
+$9,494.05
Eli Lilly and Company logo
LLY Eli Lilly and Company
+0.42%
+$4,294.28
iShares MSCI Pacific ex Japan ETF logo
EPP iShares MSCI Pacific ex Japan ETF
+0.41%
+$3,076.43
FT Vest Rising Dividend Achievers Target Income ETF logo
RDVI FT Vest Rising Dividend Achievers Target Income ETF
+0.4%
+$5,946.82
Davis Select Financial ETF logo
DFNL Davis Select Financial ETF
+0.39%
+$15,789.34
ExxonMobil Holdings Corporation logo
XOM ExxonMobil Holdings Corporation
+0.39%
+$29,761.51
Walmart Inc. logo
WMT Walmart Inc.
+0.39%
+$2,375.22
AT&T Inc. logo
T AT&T Inc.
+0.36%
+$8,848.35
The Boeing Company logo
BA The Boeing Company
+0.35%
+$23,875.14
BlackRock Science and Technology Trust logo
BST BlackRock Science and Technology Trust
+0.34%
+$2,452.62
iShares Core Dividend Growth ETF logo
DGRO iShares Core Dividend Growth ETF
+0.33%
+$929.09
Vanguard Morningstar Mid-Cap Value ETF logo
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.33%
+$2,750.6
State Street Energy Select Sector SPDR ETF logo
XLE State Street Energy Select Sector SPDR ETF
+0.32%
+$2,339.04
BNY Mellon Dynamic Value ETF logo
BKDV BNY Mellon Dynamic Value ETF
+0.29%
+$11,416.8
FT Vest U.S. Equity Moderate Buffer ETF - July logo
GJUL FT Vest U.S. Equity Moderate Buffer ETF - July
+0.27%
+$735.64
Pacer Developed Markets International Cash Cows 100 ETF logo
ICOW Pacer Developed Markets International Cash Cows 100 ETF
+0.27%
+$1,415.42
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
+0.27%
+$6,195.42
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
+0.25%
+$806.52
State Street Financial Select Sector SPDR ETF logo
XLF State Street Financial Select Sector SPDR ETF
+0.25%
+$6,975.78
iShares S&P 500 Value ETF logo
IVE iShares S&P 500 Value ETF
+0.24%
+$532.38
AbbVie Inc. logo
ABBV AbbVie Inc.
+0.22%
+$2,693.84
FT Vest High Yield & Target Income ETF logo
HYTI FT Vest High Yield & Target Income ETF
+0.2%
+$2,115.56
First Trust Value Line Dividend Index Fund logo
FVD First Trust Value Line Dividend Index Fund
+0.2%
+$7,060.4
Franklin Income Focus ETF logo
INCM Franklin Income Focus ETF
+0.19%
+$25,872.17
Davis Select U.S. Equity ETF logo
DUSA Davis Select U.S. Equity ETF
+0.18%
+$48,472.3
AB Short Duration High Yield ETF logo
SYFI AB Short Duration High Yield ETF
+0.17%
+$16,294.26
Calamos S&P 500 Structured Alt Protection ETF - September logo
CPST Calamos S&P 500 Structured Alt Protection ETF - September
+0.16%
+$346.19
iShares Biotechnology ETF logo
IBB iShares Biotechnology ETF
+0.16%
+$387.73
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF logo
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
+0.15%
+$463.33
Calamos S&P 500 Structured Alt Protection ETF – August logo
CPSA Calamos S&P 500 Structured Alt Protection ETF – August
+0.14%
+$347.73
Costco Wholesale Corp logo
COST Costco Wholesale Corp
+0.07%
+$360.38
Calamos S&P 500 Structured Alt Protection ETF - November logo
CPSN Calamos S&P 500 Structured Alt Protection ETF - November
+0.05%
+$125.78
Eaton Vance Floating-Rate Fund logo
EVLN Eaton Vance Floating-Rate Fund
+0.05%
+$359.18
PGIM Ultra Short Bond ETF logo
PULS PGIM Ultra Short Bond ETF
+0.04%
+$209.35
ALPS O'Shares U.S. Quality Dividend ETF logo
OUSA ALPS O'Shares U.S. Quality Dividend ETF
+0.02%
+$69.61
Carlisle Companies Incorporated logo
CSL Carlisle Companies Incorporated
+0.01%
+$617.14
American Express Company logo
AXP American Express Company
+0.01%
+$173.88
Icahn Enterprises L.P. Depositary Units Representing Limited Partner Interests logo
IEP Icahn Enterprises L.P. Depositary Units Representing Limited Partner Interests
0%
$0
iShares Select Dividend ETF logo
DVY iShares Select Dividend ETF
0%
$0
XAGG
XAGG
0%
$0
DGLO
DGLO
0%
$0
Larimar Therapeutics, Inc. logo
LRMR Larimar Therapeutics, Inc.
-3.83%
-$3,753
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-3.25%
-$97,779.52
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
-2.89%
-$28,995.33
Corpay Inc. logo
CPAY Corpay Inc.
-2.76%
-$23,676.7
The Walt Disney Company logo
DIS The Walt Disney Company
-2.04%
-$5,122.73
ServiceNow Inc. logo
NOW ServiceNow Inc.
-1.96%
-$11,007.4
Saratoga Investment Corp. logo
SAR Saratoga Investment Corp.
-1.87%
-$11,034.09
UnitedHealth Group Inc. logo
UNH UnitedHealth Group Inc.
-1.74%
-$11,404.85
Salesforce, Inc. logo
CRM Salesforce, Inc.
-1.71%
-$20,034.55
Mastercard Inc. Class A Common Stock logo
MA Mastercard Inc. Class A Common Stock
-1.7%
-$4,166.54
The Hershey Company Common Stock logo
HSY The Hershey Company Common Stock
-1.3%
-$26,952.2
WisdomTree Emerging Markets High Dividend Fund logo
DEM WisdomTree Emerging Markets High Dividend Fund
-1.27%
-$13,213.65
Deere & Company logo
DE Deere & Company
-1.25%
-$9,176.5
Apple Inc. logo
AAPL Apple Inc.
-1.09%
-$347,680.36
Visa Inc. Class A logo
V Visa Inc. Class A
-1.03%
-$15,480.35
CVS Health Corporation Common Stock logo
CVS CVS Health Corporation Common Stock
-0.97%
-$2,600.78
DoubleLine Income Solutions Fund logo
DSL DoubleLine Income Solutions Fund
-0.97%
-$2,107.1
Texas Pacific Land Corporation logo
TPL Texas Pacific Land Corporation
-0.87%
-$2,945.01
FT Vest DJIA Dogs 10 Target Income ETF logo
DOGG FT Vest DJIA Dogs 10 Target Income ETF
-0.85%
-$26,157.68
Pfizer Inc. logo
PFE Pfizer Inc.
-0.82%
-$16,846.76
Shell plc American Depositary Shares (Each representing two Ordinary shares) logo
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.81%
-$15,343.68
Altria Group, Inc. logo
MO Altria Group, Inc.
-0.71%
-$22,328.9
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-0.65%
-$14,230.74
First Trust Morningstar Dividend Leaders Index Fund logo
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.61%
-$81,832.4
Consolidated Edison Inc. logo
ED Consolidated Edison Inc.
-0.54%
-$1,369.62
Oakmark U.S. Large Cap ETF logo
OAKM Oakmark U.S. Large Cap ETF
-0.53%
-$2,690.99
International Business Machines Corporation logo
IBM International Business Machines Corporation
-0.51%
-$25,096.95
PACCAR Inc. logo
PCAR PACCAR Inc.
-0.51%
-$1,698.84
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
-0.49%
-$22,156.8
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
-0.48%
-$2,926.11
Alphabet Inc logo
GOOG Alphabet Inc
-0.47%
-$40,998.96
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-0.4%
-$895.86
Alphabet Inc logo
GOOGL Alphabet Inc
-0.34%
-$15,613.46
Annaly Capital Management, Inc. logo
NLY Annaly Capital Management, Inc.
-0.33%
-$787.68
Chevron Corporation logo
CVX Chevron Corporation
-0.32%
-$4,327.74
Critical Metals Corp. logo
CRML Critical Metals Corp.
-0.31%
-$1,079.1
3M Company logo
MMM 3M Company
-0.26%
-$615.16
Vanguard Health Care ETF logo
VHT Vanguard Health Care ETF
-0.2%
-$560.92
Gabelli Opportunities in Live and Sports ETF logo
GOLS Gabelli Opportunities in Live and Sports ETF
-0.19%
-$1,194.29
The Coca-Cola Company logo
KO The Coca-Cola Company
-0.15%
-$877.23
Blackstone Inc. logo
BX Blackstone Inc.
-0.12%
-$4,560.83
FT Vest S&P 500 Dividend Aristocrats Target Income ETF logo
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF
-0.12%
-$5,426.1
Pacer US Cash Cows 100 ETF logo
COWZ Pacer US Cash Cows 100 ETF
-0.07%
-$1,270.8
SandRidge Energy Inc. logo
SD SandRidge Energy Inc.
-0.07%
-$145.95
abrdn Healthcare Opportunities Fund logo
THQ abrdn Healthcare Opportunities Fund
-0.05%
-$983.54
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.04%
-$398.13
AB Ultra Short Income ETF logo
YEAR AB Ultra Short Income ETF
-0.02%
-$179.98
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Dividends

Dividend Analysis

Yearly
$
Trades
2192
Longs Won
1503/2192 68%
Profit Factor
5.12
Profitability
Shorts Won
0/0 0%
Standard Deviation
$475,047.01
Average Win
$113,819.6
Best Trade
(Oct 23) $13.6M
Sharpe Ratio
-11.43
Average Loss
-$48,499.73
Worst Trade
(Sep 30) -$1.2M
Z-Score
22.58 (100%)
Commissions
$0
Avg. Trade Length
1y 6m 2d
Expectancy
$62,798.6
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 10,638 9,574 8,511 7,447 6,383 5,319 4,255 3,191 2,128 1,064
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Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
91,736 $19.61M $31.55M - $11.95M 60.92%
-1.09%
AbbVie Inc. logo
ABBV AbbVie Inc.
4,276 $795,008.88 $1.22M - $429,081.64 53.97%
+0.221%
Abbott Laboratories logo
ABT Abbott Laboratories
2,091 $206,653.53 $217,850.83 - $11,197.3 5.42%
+0.468%
First Trust RBA American Industrial Renaissance ETF logo
AIRR First Trust RBA American Industrial Renaissance ETF
236,724 $18.9M $23.01M - $4.11M 21.76%
+1.663%
Applied Materials Inc. logo
AMAT Applied Materials Inc.
4,528 $948,221.75 $1.77M - $822,271.53 86.72%
+3.65%
Advanced Micro Devices Inc. logo
AMD Advanced Micro Devices Inc.
4,507 $840,720.12 $2.39M - $1.55M 184.2%
+2.583%
Amazon.com Inc logo
AMZN Amazon.com Inc
14,728 $2.44M $3.67M - $1.23M 50.33%
+0.589%
Broadcom Inc. logo
AVGO Broadcom Inc.
9,772 $1.53M $3.22M - $1.69M 110.66%
+2.515%
Avantis U.S. Small Cap Value ETF logo
AVUV Avantis U.S. Small Cap Value ETF
4,946 $491,940.19 $608,308.54 - $116,368.35 23.65%
+0.762%
American Express Company logo
AXP American Express Company
4,347 $910,673.41 $1.36M - $451,067.81 49.53%
+0.013%
The Boeing Company logo
BA The Boeing Company
36,175 $5.86M $6.84M - $979,920.03 16.73%
+0.35%
Bank of America Corporation logo
BAC Bank of America Corporation
35,859 $1.28M $1.82M - $540,390.17 42.13%
+0.554%
iShares U.S. Large Cap Premium Income Active ETF logo
BALI iShares U.S. Large Cap Premium Income Active ETF
203,727 $6.54M $7.03M - $492,822.75 7.53%
+0.685%
BNY Mellon Dynamic Value ETF logo
BKDV BNY Mellon Dynamic Value ETF
114,168 $3.42M $3.94M - $522,699.99 15.28%
+0.29%
BlackRock, Inc. logo
BLK BlackRock, Inc.
208 $220,124.33 $235,135.68 - $15,011.35 6.82%
+1.092%
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
73,856 $4.47M $4.52M - $47,278.96 1.06%
-0.488%
Bank of New York Mellon Corp. logo
BNY Bank of New York Mellon Corp.
4,880 $269,064.31 $720,483.2 - $451,418.89 167.77%
+1.631%
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
5,718 $2.31M $3.12M - $810,387.41 35.09%
+0.623%
BlackRock Science and Technology Trust logo
BST BlackRock Science and Technology Trust
15,592 $531,670.39 $727,636.54 - $195,966.15 36.86%
+0.338%
Blackstone Inc. logo
BX Blackstone Inc.
31,454 $3.15M $3.71M - $558,543.99 17.75%
-0.123%
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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 Catherine Bluvol?
The largest contributions to the portfolio's profits come from the following stocks: ExxonMobil Holdings Corporation - $3.95M, First Trust Value Line Dividend Index Fund - $2.55M, Carlisle Companies Incorporated - $2.51M, JPMorgan Chase & Co - $1.6M, and First Trust Morningstar Dividend Leaders Index Fund - $1.18M. 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: Alibaba Group Holding Ltd. ADR - $771,231.48, iShares Gold Trust - $751,667.52, Pfizer Inc - $749,583.89, Source Capital - $725,713.45, and Vanguard Short-Term Treasury ETF - $573,396.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Catherine Bluvol's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $1.32M, First Trust Morningstar Dividend Leaders Index Fund - $1.26M, Franklin Income Focus ETF - $1.01M, First Trust Value Line Dividend Index Fund - $940,781.02, and ExxonMobil Holdings Corporation - $787,486.34. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Catherine Bluvol's monthly returns?
Catherine Bluvol'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 Catherine Bluvol's strategy be considered aggressive or moderate?
Catherine Bluvol'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 Catherine Bluvol's strategy?
Catherine Bluvol'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.
Account USV