Russell Mohberg Portfolio
Invests via Regatta Capital Group LLC | Managed by Russell Mohberg, Britt Joyce
Invests via Regatta Capital Group LLC
Managed by Russell Mohberg, Britt Joyce
Automatically Tracked
Russell Mohberg Profile
Russell Mohberg is a seasoned operating executive with extensive experience in driving growth across various sectors. His career has been marked by leadership roles where he successfully transformed underperforming businesses into profitable entities. Known for his strategic vision, he focuses on enhancing operational efficiencies and fostering innovation within organizations. His expertise extends to navigating complex corporate environments and guiding teams toward achieving ambitious objectives. Through his robust network of industry connections, Mohberg plays a pivotal role in spearheading initiatives that generate significant value and competitive advantages.
Russell Mohberg is a seasoned operating executive with extensive experience in driving growth across various sectors. His career has been marked by leadership roles where he successfully transformed underperforming businesses into profitable entities. Known for his strategic vision, he focuses on enhancing operational efficiencies and fostering innovation within organizations. His expertise extends to navigating complex corporate environments and guiding teams toward achieving ambitious objectives. Through his robust network of industry connections, Mohberg plays a pivotal role in spearheading initiatives that generate significant value and competitive advantages.
Investment Philosophy & Strategy
Opportunity arises from Russell Mohberg's demonstrated ability to transform struggling enterprises into high-performing businesses. His leadership experience uniquely positions him to identify inefficiencies and capitalize on innovative strategies that fuel sustainable growth. By leveraging his extensive operational expertise, he prioritizes investments in sectors where value creation can be maximized. An emphasis on strategic alignment across teams not only fosters a culture of excellence but also drives significant returns. This approach enables targeted initiatives aimed at market share expansion while navigating evolving competitive landscapes.
Opportunity arises from Russell Mohberg's demonstrated ability to transform struggling enterprises into high-performing businesses. His leadership experience uniquely positions him to identify inefficiencies and capitalize on innovative strategies that fuel sustainable growth. By leveraging his extensive operational expertise, he prioritizes investments in sectors where value creation can be maximized. An emphasis on strategic alignment across teams not only fosters a culture of excellence but also drives significant returns. This approach enables targeted initiatives aimed at market share expansion while navigating evolving competitive landscapes.
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:
113.35%
Gain -0.89%
Monthly
1.09%
Yearly
13.89%
Drawdown
24.95%
$795.89M
Equity
Holdings
$795.89M
Investment
$602.86M
$201.58M
Profit -$3.24M
Realized
$1.72M
Unrealized
$199.86M
Dividends
$34.93M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.89%
Profit
-$3.24M
Win %
70%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$2.05M
Win %
70%
This Month
Compared to last month
Gain
0.67%
Profit
$5.28M
Win %
70%
This Year
Compared to last year
Gain
0.65%
Profit
$5.18M
Win %
68%
MICC The Magnum Ice Cream Company N.V.
+102,022.87%
+$248,747.3 
CRWD CrowdStrike Holdings, Inc.
+8.25%
+$67,566.46 
PANW Palo Alto Networks, Inc.
+7.22%
+$204,552.87 
IHAK iShares Cybersecurity and Tech ETF
+4.17%
+$17,641.6 
COP ConocoPhillips
+3.55%
+$17,247.12 
TWLO Twilio Inc. Class A Common Stock
+3.22%
+$12,370.56 
CVX Chevron Corporation
+2.88%
+$36,202.43 
XOM ExxonMobil Holdings Corporation
+2.79%
+$37,340.11 
OXY Occidental Petroleum Corp.
+2.68%
+$8,838.98 
MU Micron Technology Inc.
+2.46%
+$13,752.18 
MRVL Marvell Technology Inc.
+2.25%
+$66,447.36 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.25%
+$80,563 
CDNS Cadence Design Systems, Inc.
+2.21%
+$9,883.8 
SPCX Space Exploration Technologies Corp. Class A
+1.89%
+$54,819.38 
AMD Advanced Micro Devices Inc.
+1.74%
+$155,342.2 
IGV iShares Expanded Tech-Software Sector ETF
+1.72%
+$5,191.12 
INTC Intel Corporation
+1.72%
+$3,938.13 
CSCO Cisco Systems, Inc.
+1.53%
+$12,432.42 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.49%
+$11,180.4 
ADI Analog Devices, Inc.
+1.38%
+$6,382.62 
JOBY Joby Aviation, Inc.
+1.28%
+$906 
NOW ServiceNow Inc.
+1.25%
+$7,834.12 
ALB Albemarle Corporation
+1.22%
+$13,701.25 
ABT Abbott Laboratories
+1.16%
+$5,063.45 
ZIM ZIM Integrated Shipping Services Ltd.
+0.93%
+$2,060.37 
DELL Dell Technologies Inc. Class C Common Stock
+0.77%
+$2,617.49 
BALY Bally's Corporation
+0.73%
+$6,147.8 
MSFT Microsoft Corporation Common Stock
+0.66%
+$94,458.58 
IBM International Business Machines Corporation
+0.57%
+$1,702.3 
ROK Rockwell Automation Inc.
+0.53%
+$2,506.56 
SOXX iShares Semiconductor ETF
+0.53%
+$2,555.18 
ESGE iShares ESG Aware MSCI EM ETF
+0.52%
+$5,211.96 
ORCL Oracle Corporation
+0.49%
+$3,674.12 
EEM iShares MSCI Emerging Markets ETF
+0.46%
+$10,531.32 
AMAT Applied Materials Inc.
+0.44%
+$2,023.54 
BA The Boeing Company
+0.43%
+$5,724 
IQV IQVIA Holdings Inc.
+0.37%
+$1,777.36 
XSD State Street SPDR S&P Semiconductor ETF
+0.36%
+$7,020.41 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.28%
+$1,776.88 
CGHM Capital Group Municipal High-Income ETF
+0.28%
+$763.84 
BRSP BrightSpire Capital Inc.
+0.27%
+$442.6 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.25%
+$2,132.88 
PSA Public Storage
+0.25%
+$6,169.76 
NEE NextEra Energy Inc.
+0.24%
+$648.4 
SND Smart Sand, Inc.
+0.21%
+$112.08 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.18%
+$1,318.28 
ARKK ARK Innovation ETF
+0.16%
+$373.75 
ABBV AbbVie Inc.
+0.16%
+$4,542.4 
MSTR Strategy Inc.
+0.14%
+$299.67 
WM Waste Management Inc.
+0.12%
+$1,094.24 
URA Global X Uranium ETF
+0.06%
+$209.1 
PAAA PGIM AAA CLO ETF
+0.06%
+$163.77 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$113.75 
VNQ Vanguard Real Estate ETF
+0.04%
+$1,220.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$1,253.51 
TER Teradyne, Inc.
+0.03%
+$50.91 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$104.28 
SYK Stryker Corp.
+0.02%
+$83.14 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.02%
+$45.01 
GSY Invesco Ultra Short Duration ETF
+0.02%
+$377.16 
ICSH iShares Ultra Short Duration Bond Active ETF
+0.02%
+$154.41 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$315.96 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+0.02%
+$209.8 
ALLO Allogene Therapeutics, Inc.
0%
$0 
DSX Diana Shipping Inc.
0%
$0 
WULF TeraWulf Inc.
0%
$0 
LKQ LKQ Corporation
-22.47%
-$146,000.55 
T AT&T Inc.
-7.96%
-$181,609.97 
MGM MGM Resorts International
-4.88%
-$17,933.76 
CSGP CoStar Group, Inc.
-4.32%
-$21,953.97 
AXP American Express Company
-3.73%
-$23,925.65 
UBER Uber Technologies Inc.
-3.43%
-$20,716.17 
TGT Target Corp.
-3.42%
-$7,546.95 
NCA Nuveen California Municipal Value Fund
-3.39%
-$53,034.33 
NVS Novartis AG Sponsored ADR
-3.3%
-$15,599.35 
BKNG Booking Holdings Inc.
-3.27%
-$105,299.87 
GENI Genius Sports Limited
-3.21%
-$4,517.52 
WSM Williams-Sonoma, Inc.
-3.16%
-$116,497.12 
CI The Cigna Group
-2.83%
-$8,983.58 
LYFT Lyft, Inc. Class A Common Stock
-2.81%
-$11,265.1 
PG The Procter & Gamble Company
-2.76%
-$66,571.13 
KO The Coca-Cola Company
-2.76%
-$86,624.31 
GE General Electric Company
-2.69%
-$6,399 
NKE Nike, Inc. Class B Common Stock
-2.66%
-$6,316.86 
MAS Masco Corporation
-2.61%
-$7,525.56 
LLY Eli Lilly and Company
-2.54%
-$29,242.38 
NAC Nuveen California Quality Municipal Income Fund
-2.46%
-$2,697.5 
NSC Norfolk Southern Corp.
-2.44%
-$12,590.72 
MS Morgan Stanley Common Stock
-2.44%
-$6,030.07 
CAT Caterpillar Inc.
-2.42%
-$18,618.59 
BMY Bristol-Myers Squibb Company
-2.41%
-$6,467.6 
HD The Home Depot, Inc.
-2.41%
-$24,885.06 
COR Cencora Inc.
-2.21%
-$79,849 
PEP PepsiCo, Inc.
-2.2%
-$16,683.12 
ABNB Airbnb Inc. Class A Common Stock
-2.13%
-$64,653.75 
RTX RTX Corporation
-1.9%
-$8,321.33 
AMGN Amgen Inc. Common Stock
-1.79%
-$62,932.86 
NFLX Netflix Inc.
-1.79%
-$42,316.91 
GS The Goldman Sachs Group, Inc.
-1.75%
-$16,260.42 
UNP Union Pacific Corp.
-1.75%
-$8,357.22 
FDX FedEx Corp.
-1.71%
-$10,264.8 
BLK BlackRock, Inc.
-1.67%
-$4,455.36 
MCD McDonald's Corporation
-1.65%
-$32,267.46 
UNH UnitedHealth Group Inc.
-1.62%
-$7,062.26 
TJX The TJX Companies, Inc.
-1.57%
-$4,482.24 
V Visa Inc. Class A
-1.55%
-$77,437.92 
C Citigroup Inc.
-1.54%
-$3,201.66 
MA Mastercard Inc. Class A Common Stock
-1.52%
-$25,524.27 
KLAC KLA Corporation
-1.5%
-$2,823.84 
GEV GE Vernova Inc.
-1.5%
-$24,529.5 
JPM JPMorgan Chase & Co.
-1.47%
-$103,902.5 
COST Costco Wholesale Corp
-1.46%
-$93,673.05 
JNJ Johnson & Johnson
-1.42%
-$20,151.35 
MRK Merck & Co., Inc.
-1.34%
-$9,463.93 
XLF State Street Financial Select Sector SPDR ETF
-1.32%
-$3,255.75 
ECL Ecolab Inc.
-1.29%
-$3,404.31 
PFE Pfizer Inc.
-1.28%
-$4,662.84 
SLV iShares Silver Trust
-1.26%
-$4,760.98 
GOOGL Alphabet Inc
-1.24%
-$276,454.1 
MDT Medtronic plc
-1.22%
-$28,959.56 
RDVY First Trust Rising Dividend Achievers ETF
-1.22%
-$18,021.63 
ELV Elevance Health, Inc.
-1.2%
-$5,532.54 
MMM 3M Company
-1.2%
-$3,185.68 
VZ Verizon Communications Inc.
-1.2%
-$22,588.2 
ZTS Zoetis Inc. Class A Common Stock
-1.18%
-$15,419.12 
UL Unilever PLC Sponsored ADR
-1.15%
-$30,572.85 
MCK McKesson Corporation
-1.14%
-$4,778.41 
GNL Global Net Lease, Inc.
-1.1%
-$1,905.6 
NDMO Nuveen Dynamic Municipal Opportunities Fund
-1.09%
-$16,171.3 
SBUX Starbucks Corp.
-1.09%
-$12,001.32 
GOOG Alphabet Inc
-1.08%
-$53,574.75 
CVS CVS Health Corporation Common Stock
-1.07%
-$2,675.49 
SOFI SoFi Technologies, Inc.
-1.05%
-$1,818.46 
COF Capital One Financial Corp.
-1.03%
-$25,972.43 
BAC Bank of America Corporation
-1.02%
-$5,218.22 
WMT Walmart Inc.
-1.02%
-$3,152.49 
META Meta Platforms Inc Class A
-0.96%
-$135,732.57 
AMZN Amazon.com Inc
-0.95%
-$171,014.9 
MOAT VanEck Morningstar Wide Moat ETF
-0.95%
-$516,782.77 
SCHW The Charles Schwab Corporation
-0.94%
-$7,671.2 
DVY iShares Select Dividend ETF
-0.91%
-$6,202.68 
BRK-B Berkshire Hathaway Inc.
-0.87%
-$78,540.18 
FDXF FedEx Freight Holding Company, Inc.
-0.87%
-$1,813.9 
SNY Sanofi ADR
-0.86%
-$6,738.48 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.85%
-$28,918.4 
SRE Sempra
-0.84%
-$3,155.95 
MUA BlackRock MuniAssets Fund, Inc.
-0.83%
-$1,200 
MELI MercadoLibre Inc.
-0.81%
-$5,139.05 
DGRO iShares Core Dividend Growth ETF
-0.8%
-$4,641.92 
QUAL iShares MSCI USA Quality Factor ETF
-0.78%
-$200,620.64 
JEPI JPMorgan Equity Premium Income ETF
-0.77%
-$3,912.04 
BDX Becton, Dickinson and Company
-0.75%
-$2,633.44 
WFC Wells Fargo & Company
-0.75%
-$5,598 
MSCI MSCI Inc.
-0.74%
-$10,496.64 
GILD Gilead Sciences Inc.
-0.73%
-$4,412.55 
CGCV Capital Group Conservative Equity ETF
-0.72%
-$40,559.28 
CRM Salesforce, Inc.
-0.69%
-$12,452.66 
EUSA iShares MSCI USA Equal Weighted ETF
-0.68%
-$4,541.71 
IAU iShares Gold Trust
-0.67%
-$18,865.92 
ICE Intercontinental Exchange, Inc.
-0.67%
-$3,160.3 
VTV Vanguard Morningstar Value ETF
-0.66%
-$284,775.93 
BX Blackstone Inc.
-0.66%
-$4,009.98 
CMCSA Comcast Corp. Class A Common Stock
-0.66%
-$2,402.85 
GLD SPDR Gold Shares
-0.65%
-$8,594.44 
TSLA Tesla, Inc.
-0.63%
-$31,517.67 
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF
-0.62%
-$10,630.24 
SPGI S&P Global Inc.
-0.62%
-$1,478.7 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.61%
-$1,634 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$12,015.49 
NVDA NVIDIA Corporation
-0.59%
-$81,617.5 
AVUS Avantis U.S. Equity ETF
-0.57%
-$10,070.35 
ESGV Vanguard ESG U.S. Stock ETF
-0.56%
-$128,867.12 
IVE iShares S&P 500 Value ETF
-0.56%
-$2,797.2 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.56%
-$128,240.5 
IVV iShares Core S&P 500 ETF
-0.54%
-$4,280.61 
DIS The Walt Disney Company
-0.54%
-$23,463.04 
VOO Vanguard S&P 500 ETF
-0.53%
-$7,030.8 
IVW iShares S&P 500 Growth ETF
-0.53%
-$1,846.08 
SPY State Street SPDR S&P 500 ETF Trust
-0.52%
-$3,926.21 
PSX Phillips 66
-0.51%
-$2,483.95 
VTI Vanguard Total Stock Market ETF
-0.5%
-$9,540.62 
VB Vanguard Small-Cap ETF
-0.5%
-$5,525.95 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.5%
-$352,550.8 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.5%
-$1,545.85 
IEFA iShares Core MSCI EAFE ETF
-0.49%
-$3,655.66 
AVGO Broadcom Inc.
-0.48%
-$34,993.92 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.48%
-$7,524.78 
NULV Nuveen ESG Large-Cap Value ETF
-0.46%
-$38,410.5 
MPC Marathon Petroleum Corp.
-0.45%
-$1,837.52 
TLH iShares 10-20 Year Treasury Bond ETF
-0.45%
-$2,386.5 
ZM Zoom Communications, Inc. Class A Common Stock
-0.45%
-$3,929.77 
GD General Dynamics Corp.
-0.41%
-$1,022.45 
TMO Thermo Fisher Scientific Inc.
-0.4%
-$3,927.64 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.4%
-$29,657.88 
GPIX Goldman Sachs S&P 500 Premium Income ETF
-0.4%
-$1,266.1 
ACWI iShares MSCI ACWI ETF
-0.39%
-$2,586.4 
VTWO Vanguard Russell 2000 ETF
-0.38%
-$997.5 
DMXF iShares ESG Advanced MSCI EAFE ETF
-0.37%
-$23,066.13 
DUK Duke Energy Corporation
-0.34%
-$747.18 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.33%
-$3,366.68 
IJR iShares Core S&P Small-Cap ETF
-0.31%
-$5,827.36 
USXF iShares ESG Advanced MSCI USA ETF
-0.31%
-$27,245.44 
VEA Vanguard FTSE Developed Markets ETF
-0.3%
-$1,780.35 
LIN Linde plc
-0.3%
-$1,921.68 
HDV iShares Core High Dividend ETF
-0.29%
-$21,498.3 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.26%
-$67,991.91 
VXUS Vanguard Total International Stock ETF
-0.24%
-$2,569.6 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.24%
-$1,626.77 
CGCB Capital Group Core Bond ETF
-0.24%
-$2,651.88 
AVIG Avantis Core Fixed Income ETF
-0.21%
-$77,062.62 
FBND Fidelity Total Bond ETF
-0.2%
-$1,201.15 
IJS iShares S&P Small-Cap 600 Value ETF
-0.2%
-$466.7 
IXUS iShares Core MSCI Total International Stock ETF
-0.18%
-$52,291.49 
FBTC Fidelity Wise Origin Bitcoin Fund
-0.18%
-$1,295.97 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$4,147.5 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
-0.16%
-$4,107.64 
BKLN Invesco Senior Loan ETF
-0.15%
-$5,217.03 
AAPL Apple Inc.
-0.14%
-$65,226 
REET iShares Global REIT ETF
-0.12%
-$421.05 
IEI iShares 3-7 Year Treasury Bond ETF
-0.1%
-$1,519.8 
BINC iShares Flexible Income Active ETF
-0.1%
-$267.65 
RMD ResMed Inc.
-0.08%
-$2,708.6 
SHOP Shopify Inc.
-0.08%
-$1,008.8 
HYDB iShares High Yield Systematic Bond ETF
-0.07%
-$179.67 
JPST JPMorgan Ultra-Short Income ETF
-0.04%
-$1,131.8 
BNY Bank of New York Mellon Corp.
-0.03%
-$144 
LRCX Lam Research Corp.
-0.02%
-$326.62 
GSST Goldman Sachs Ultra Short Bond ETF
-0.02%
-$189.97 
PULS PGIM Ultra Short Bond ETF
-0.02%
-$288.08 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$174.2 
LVHI Franklin International Low Volatility High Dividend Index ETF
-0.01%
-$881.11 
QQQ Invesco QQQ Trust, Series 1
-0.01%
-$379.55 
AVUV Avantis U.S. Small Cap Value ETF
-0.01%
-$2,380.25 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3157 | Longs Won 1851/3157 58% | Profit Factor 4.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $517,634.46 |
| Average Win $137,964.32 | Best Trade (Oct 24) $12.08M | Sharpe Ratio -8.57 |
| Average Loss -$41,191.9 | Worst Trade (Sep 30) -$2.7M | Z-Score 10.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 2d | Expectancy $63,850.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 133,117 | $25.57M | $46.29M | - | $20.72M | 81.03% | -0.141% |
| ABBV AbbVie Inc. | 10,094 | $2.64M | $2.88M | - | $242,760.8 | 9.19% | +0.158% |
| ABNB Airbnb Inc. Class A Common Stock | 17,241 | $2.54M | $2.97M | - | $423,511.76 | 16.66% | -2.134% |
| ABT Abbott Laboratories | 4,255 | $420,521.65 | $441,243.5 | - | $20,721.85 | 4.93% | +1.161% |
| ACWI iShares MSCI ACWI ETF | 4,240 | $376,856.29 | $664,832 | - | $287,975.71 | 76.42% | -0.388% |
| ADI Analog Devices, Inc. | 1,202 | $269,073.24 | $470,066.14 | - | $200,992.9 | 74.7% | +1.377% |
| ALB Albemarle Corporation | 12,125 | $1.62M | $1.14M | - | -$480,723.3 | -29.74% | +1.221% |
| ALLO Allogene Therapeutics, Inc. | 20,000 | $39,200 | $25,000 | - | -$14,200 | -36.22% | 0.0 |
| AMAT Applied Materials Inc. | 1,219 | $236,249.64 | $459,855.55 | - | $223,605.91 | 94.65% | +0.442% |
| AMD Advanced Micro Devices Inc. | 17,533 | $10.73M | $9.06M | - | -$1.67M | -15.52% | +1.744% |
| AMGN Amgen Inc. Common Stock | 7,847 | $2.04M | $3.45M | - | $1.41M | 69.34% | -1.793% |
| AMZN Amazon.com Inc | 71,855 | $11.96M | $17.82M | - | $5.86M | 48.99% | -0.951% |
| ARKK ARK Innovation ETF | 2,875 | $232,357.5 | $235,721.25 | - | $3,363.75 | 1.45% | +0.159% |
| AVGO Broadcom Inc. | 22,432 | $3.15M | $7.22M | - | $4.07M | 129.08% | -0.483% |
| AVIG Avantis Core Fixed Income ETF | 906,619 | $37.74M | $36.23M | - | -$1.51M | -4% | -0.212% |
| AVUS Avantis U.S. Equity ETF | 13,795 | $1.06M | $1.77M | - | $707,746.98 | 66.84% | -0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 238,025 | $20.34M | $29.05M | - | $8.72M | 42.87% | -0.008% |
| AXP American Express Company | 1,970 | $298,508.27 | $616,669.1 | - | $318,160.83 | 106.58% | -3.735% |
| BA The Boeing Company | 7,155 | $1.39M | $1.35M | - | -$43,135.42 | -3.1% | +0.427% |
| BAC Bank of America Corporation | 10,035 | $373,677.14 | $507,369.6 | - | $133,692.46 | 35.78% | -1.018% |
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FAQ
Which stocks have generated the highest profits for Russell Mohberg?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Morningstar Value ETF - $3.89M, VanEck Morningstar Wide Moat ETF - $3.16M, First Trust Rising Dividend Achievers ETF - $3.11M, Broadcom Inc - $2.7M, and Avantis Core Fixed Income ETF - $2.57M. 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: WM Technology, Inc - $3.2M, Nuveen California Quality Municipal Income Fund - $2.13M, Nike, Inc. Class B Common Stock - $2.11M, Tesla, Inc - $1.42M, and PIMCO California Municipal Income Fund - $1M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Russell Mohberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $34.93M earned over time. The largest contributors to dividend income include Vanguard Morningstar Value ETF - $2.88M, Avantis Core Fixed Income ETF - $2.57M, VanEck Morningstar Wide Moat ETF - $1.81M, iShares Core S&P Total U.S. Stock Market ETF - $1.61M, and iShares Core MSCI Total International Stock ETF - $1.31M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Russell Mohberg's monthly returns?
Russell Mohberg'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 Russell Mohberg's strategy be considered aggressive or moderate?
Russell Mohberg'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 Russell Mohberg's strategy?
Russell Mohberg'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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