LN
Louis Navellier Portfolio
Invests via NAVELLIER & ASSOCIATES Inc. | Managed by Louis Navellier
Invests via NAVELLIER & ASSOCIATES Inc.
Managed by Louis Navellier
Automatically Tracked
Louis Navellier Profile
Louis Navellier is a distinguished investor and founder known for his expertise in growth investing. With decades of experience, he has built a reputation through innovative stock analysis that integrates fundamental research with sophisticated quantitative techniques. His approach has led to the establishment of multiple investment products designed to enhance portfolio performance. As a thought leader in finance, Navellier frequently shares insights on market trends and investment strategies through various media channels, further solidifying his influence within the capital markets community. Additionally, he plays an active role in educating investors about growth opportunities across diverse sectors.
Louis Navellier is a distinguished investor and founder known for his expertise in growth investing. With decades of experience, he has built a reputation through innovative stock analysis that integrates fundamental research with sophisticated quantitative techniques. His approach has led to the establishment of multiple investment products designed to enhance portfolio performance. As a thought leader in finance, Navellier frequently shares insights on market trends and investment strategies through various media channels, further solidifying his influence within the capital markets community. Additionally, he plays an active role in educating investors about growth opportunities across diverse sectors.
Investment Philosophy & Strategy
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:
31.27%
Gain -14.25%
Monthly
0.05%
Yearly
0.61%
Drawdown
45.1%
$2.3B
Equity
Holdings
$2.3B
Investment
$2.45B
-$2.67T
Profit -$598.07M
Realized
-$2.67T
Unrealized
-$153.18M
Dividends
$677.67M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-14.25%
Profit
-$598.07M
Win %
76%
This Week
Compared To Last Week
Gain
2.63%
Profit
$58.79M
Win %
76%
This Month
Compared to last month
Gain
2.63%
Profit
$58.79M
Win %
76%
This Year
Compared to last year
Gain
-1.71%
Profit
-$43.35M
Win %
73%
HERB Yasheng Group
+120.86%
+$197 
PLTR Palantir Technologies Inc.
+19.73%
+$2.28M 
WBSR Webstar Technology Group Inc.
+17.65%
+$82.65 
FEIM Frequency Electronics, Inc.
+16.65%
+$302,153.8 
AEIS Advanced Energy Industries Inc.
+15.12%
+$908,051.2 
TGTX TG Therapeutics, Inc.
+12.69%
+$171,639.37 
WU Western Union Co.
+11.6%
+$58,074.64 
TTMI TTM Technologies, Inc.
+11.38%
+$1.05M 
INTC Intel Corporation
+10.84%
+$185,072.2 
BELFB Bel Fuse Inc.
+10.25%
+$195,740.23 
ENLT Enlight Renewable Energy Ltd.
+9.48%
+$306,050.08 
QBTS D-Wave Quantum Inc.
+9.26%
+$88,729.7 
CRDO Credo Technology Group Holding Ltd.
+8.96%
+$36,595.88 
SEZL Sezzle Inc.
+8.67%
+$835,334.88 
PDEX Pro-Dex Inc.
+7.59%
+$26,545.68 
IONQ IonQ, Inc.
+7.39%
+$67,057.55 
INDV Indivior Pharmaceuticals, Inc.
+7.06%
+$458,990.1 
KLAC KLA Corporation
+6.95%
+$295,783 
JBL Jabil Inc.
+6.79%
+$35,937.41 
CLX The Clorox Company
+6.41%
+$38,146.5 
HL Hecla Mining Company
+6.38%
+$225,261.08 
ATRO Astronics Corporation
+6.27%
+$22,344.6 
AVGO Broadcom Inc.
+6.11%
+$153,839.4 
CHCI Comstock Holding Companies, Inc.
+6.09%
+$33,060.72 
MU Micron Technology, Inc.
+6.07%
+$1M 
BE Bloom Energy Corporation
+6%
+$1.84M 
RKLB Rocket Lab Corporation
+5.62%
+$83,389.68 
AMD Advanced Micro Devices, Inc.
+5.58%
+$350,438.27 
UEC Uranium Energy Corp.
+5.32%
+$36,223.38 
APH Amphenol Corporation
+5.28%
+$10,688.8 
ADI Analog Devices, Inc.
+5.09%
+$73,327.07 
CDE Coeur Mining, Inc.
+5.01%
+$48,289.02 
SNX TD Synnex Corporation
+5%
+$17,691.09 
PLOW Douglas Dynamics Inc.
+5%
+$10,634.41 
CRS Carpenter Technology Corporation
+4.9%
+$1.4M 
WLDN Willdan Group, Inc.
+4.88%
+$35,609.21 
JCI Johnson Controls International plc
+4.66%
+$239,982.16 
CSTM Constellium SE
+4.56%
+$179,291.45 
MTZ MasTec, Inc. Common Stock
+4.02%
+$259,197.16 
COKE Coca-Cola Consolidated Inc.
+3.95%
+$233,720.76 
PARR Par Pacific Holdings Inc.
+3.81%
+$58,557.94 
OWL Blue Owl Capital Inc.
+3.81%
+$35,846.2 
NESR National Energy Services Reunited Corp.
+3.76%
+$157,877.55 
LFUS Littelfuse Inc.
+3.73%
+$15,902.79 
NOW ServiceNow, Inc.
+3.46%
+$8,295 
PPG PPG Industries Inc.
+3.32%
+$6,822 
VALE Vale S.A.
+3.29%
+$77,576.64 
WWD Woodward Inc.
+3.29%
+$116,176.97 
CSWC Capital Southwest Corporation
+3.26%
+$30,329.52 
LPG Dorian LPG Ltd.
+3.22%
+$91,835.48 
WGROX Wasatch Core Growth Fund
+3.22%
+$24,958.92 
DINO HF Sinclair Corporation
+3.18%
+$76,224.6 
BIAUX Brown Advisory Small-Cap Fundamental Value Fund Investor Shares
+3.06%
+$31,123.62 
SLGL Sol-Gel Technologies Ltd.
+3.06%
+$14,491.42 
TXT Textron Inc.
+3.04%
+$14,010.01 
ESI Element Solutions Inc.
+3.02%
+$7,702.98 
STX Seagate Technology Holdings plc
+3.02%
+$1.18M 
EZPW EzCorp Inc.
+2.99%
+$59,139.04 
STLD Steel Dynamics Inc.
+2.98%
+$237,059.37 
LOW Lowe's Companies Inc.
+2.97%
+$16,587.91 
OKE ONEOK, Inc.
+2.91%
+$24,636.02 
CVNA Carvana Co.
+2.87%
+$61,090.7 
CNQ Canadian Natural Resources Limited
+2.85%
+$79,449.48 
ETON Eton Pharmaceuticals Inc.
+2.84%
+$23,052.8 
CRM Salesforce Inc
+2.71%
+$21,913.96 
IESC Ies Holdings Inc.
+2.7%
+$95,443.05 
RGLD Royal Gold Inc.
+2.64%
+$13,420.96 
FXZ First Trust Materials AlphaDEX Fund
+2.61%
+$43,397.34 
NVDA NVIDIA Corporation
+2.56%
+$3.21M 
TXN Texas Instruments Inc
+2.49%
+$5,715.08 
KMI Kinder Morgan, Inc.
+2.48%
+$9,333.48 
BCO Brink's Company
+2.46%
+$6,671.16 
AMCR Amcor plc
+2.43%
+$20,687.52 
NEPH Nephros Inc.
+2.28%
+$4,278.32 
AVA Avista Corp.
+2.28%
+$19,196.1 
IBM International Business Machines Corporation
+2.24%
+$29,336.48 
TATT Tat Technologies Ltd.
+2.23%
+$26,330.5 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+2.2%
+$43,310.71 
CVE Cenovus Energy Inc.
+2.1%
+$181,735.02 
EFG iShares MSCI EAFE Growth ETF
+2.08%
+$67,780.99 
AUPH Aurinia Pharmaceuticals Inc.
+2.06%
+$77,142.6 
MCD McDonald's Corporation
+2.04%
+$30,214.85 
AMGN Amgen Inc.
+2.01%
+$89,692.87 
HEI Heico Corporation
+2%
+$18,512.08 
GH Guardant Health Inc.
+1.99%
+$23,652.67 
DTM Dt Midstream Inc.
+1.97%
+$7,398.57 
AAPL Apple Inc.
+1.96%
+$284,768.32 
FIGS Figs Inc.
+1.93%
+$9,266.88 
MRK Merck & Co., Inc.
+1.9%
+$6,318 
PWR Quanta Services Inc.
+1.88%
+$558,181.96 
EWJ iShares MSCI Japan ETF
+1.83%
+$30,367.1 
AROC Archrock Inc.
+1.82%
+$6,282.88 
SBUX Starbucks Corporation
+1.82%
+$3,760 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$41,280.58 
VLO Valero Energy Corporation
+1.74%
+$86,413.6 
IDN Intellicheck, Inc.
+1.72%
+$1,941.81 
ODC Oil-Dri Corporation of America
+1.6%
+$3,432 
LAMR Lamar Advertising Company
+1.49%
+$16,762.62 
ELDN Eledon Pharmaceuticals Inc.
+1.46%
+$1,796.25 
UI Ubiquiti Inc.
+1.43%
+$103,123.86 
IBKR Interactive Brokers Group Inc.
+1.41%
+$15,880.68 
JPM JPMorgan Chase & Co.
+1.39%
+$45,368.31 
BKR Baker Hughes Company
+1.33%
+$48,863.25 
TYL Tyler Technologies Inc.
+1.33%
+$12,687.5 
TEN Tsakos Energy Navigation Ltd.
+1.29%
+$49,282.83 
GOOG Alphabet Inc
+1.28%
+$94,570.74 
TIGO Millicom International Cellular S.A.
+1.25%
+$6,244.56 
TSEM Tower Semiconductor Ltd.
+1.25%
+$47,335.96 
CASY Casey's General Stores Inc.
+1.24%
+$7,844.94 
FTI TechnipFMC plc
+1.2%
+$89,096.35 
GEV GE Vernova Inc.
+1.17%
+$128,587.14 
GOOGL Alphabet Inc
+1.11%
+$42,169.94 
WULF TeraWulf Inc.
+1.09%
+$10,359.47 
FDXF FedEx Freight Holding Company Inc.
+1.09%
+$3,639.09 
IYE iShares U.S. Energy ETF
+1.07%
+$10,891.52 
MRX Marex Group plc
+1.03%
+$5,198.84 
HWM Howmet Aerospace Inc.
+1.03%
+$242,301.2 
ARGX argenx SE American Depositary Receipt
+1%
+$60,414.67 
INSW International Seaways Inc.
+1%
+$46,887.25 
IYF iShares U.S. Financials ETF
+0.96%
+$5,899.4 
IVV iShares Core S&P 500 ETF
+0.94%
+$10,641.19 
MOO VanEck Agribusiness ETF
+0.91%
+$2,041.66 
GD General Dynamics Corporation
+0.87%
+$31,385.34 
KHC The Kraft Heinz Company
+0.83%
+$2,774.86 
CALM Cal-Maine Foods Inc.
+0.83%
+$23,948.71 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
+0.83%
+$58,279.8 
KGC Kinross Gold Corporation
+0.81%
+$110,222.61 
ACM Aecom
+0.8%
+$18,241.8 
WMT Walmart Inc.
+0.75%
+$97,588.96 
NEE NextEra Energy, Inc.
+0.75%
+$12,249.9 
GM General Motors Company
+0.72%
+$1,902.6 
ESEA Euroseas Ltd.
+0.7%
+$8,559.1 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,422.95 
XEL Xcel Energy Inc.
+0.66%
+$17,808.69 
AXP American Express Company
+0.58%
+$5,424.74 
GTY Getty Realty Corp.
+0.56%
+$2,888.76 
UVV Universal Corporation
+0.56%
+$2,930.17 
EBAY eBay Inc.
+0.54%
+$20,763.42 
APEI American Public Education, Inc.
+0.51%
+$8,286.3 
NSRGY Nestle S.A. Sponsored ADR
+0.48%
+$2,780.64 
EPD Enterprise Products Partners L.P.
+0.47%
+$2,604.59 
ET Energy Transfer L.P.
+0.39%
+$1,580 
ETN Eaton Corporation plc
+0.38%
+$1,452.89 
ETR Entergy Corporation
+0.37%
+$1,502.01 
PRM Perimeter Solutions Inc.
+0.36%
+$701.25 
ARQT Arcutis Biotherapeutics Inc.
+0.35%
+$1,772.66 
UNP Union Pacific Corporation
+0.31%
+$5,836.44 
ODFL Old Dominion Freight Line, Inc.
+0.29%
+$647.28 
MNST Monster Beverage Corporation
+0.25%
+$983.02 
HESM Hess Midstream LP
+0.15%
+$670.8 
IYH iShares U.S. Healthcare ETF
+0.15%
+$793 
STNG Scorpio Tankers Inc.
+0.12%
+$3,506.4 
CSCO Cisco Systems, Inc.
+0.11%
+$7,566.78 
MSFT Microsoft Corp.
+0.04%
+$3,201.29 
ALNT Alliant Energy Corporation
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
BIIB Biogen Inc.
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BWA BorgWarner Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DX Dynex Capital Inc.
0%
$0 
EWC iShares MSCI Canada ETF
0%
$0 
FBP First BanCorp Puerto Rico
0%
$0 
FBT First Trust NYSE Arca Biotechnology Index Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IBB iShares Biotechnology ETF
0%
$0 
KALU Kaiser Aluminum Corporation
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MLI Mueller Industries Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NVT nVent Electric plc
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
SANM Sanmina Corporation
0%
$0 
SHIP Seanergy Maritime Holdings Corp.
0%
$0 
SMCI Super Micro Computer Inc
0%
$0 
TPR Tapestry Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
CMCL
-47.25%
-$305.81M 
TRX
-45%
-$256.31M 
USM U.S. Cellular Corporation
-21.41%
-$108.7M 
CLPT ClearPoint Neuro Inc.
-16.77%
-$129,000 
TLNE TALEN ENERGY CORP NEW
-9.14%
-$91,840.32 
LMND Lemonade Inc.
-8.94%
-$47,869.25 
COHR Coherent Corp.
-8.76%
-$686,093 
ORCL Oracle Corporation
-8.45%
-$56,162.29 
CIFR Cipher Mining Inc.
-8.32%
-$50,712.3 
WT WisdomTree, Inc.
-7.72%
-$24,708.24 
INTT Intest Corporation
-6.86%
-$45,402.63 
APAM Artisan Partners Asset Management Inc.
-6.82%
-$244,503.91 
SNDK SanDisk Corporation
-5.68%
-$99,771.69 
ECG Everus Construction Group, Inc.
-5.42%
-$56,225.8 
SSRM Ssr Mining Inc.
-5.08%
-$151,657.63 
POWL Powell Industries Inc.
-5.03%
-$17,796.5 
NTIC Northern Technologies International Corporation
-4.64%
-$9,750 
CODI Compass Diversified Holdings
-4.64%
-$32,337.55 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-4.12%
-$133,038.55 
PSIX Power Solutions International, Inc.
-4.07%
-$11,962.08 
IAG Iamgold Corporation
-3.8%
-$66,507.84 
MGRC McGrath RentCorp
-3.77%
-$11,843.26 
AGX Argan Inc.
-3.75%
-$850,230.05 
IDR Idaho Strategic Resources, Inc.
-3.71%
-$169,399.08 
AAMI Acadian Asset Management Inc.
-3.67%
-$26,224.59 
AUGO Aura Minerals Inc.
-3.6%
-$16,052.76 
CECO CECO Environmental Corp.
-3.57%
-$82,281.68 
CIEN Ciena Corporation
-3.51%
-$384,429.02 
DC Dakota Gold Corp
-3.4%
-$2,681.92 
GPC Genuine Parts Company
-3.23%
-$19,949.05 
VIRT Virtu Financial, Inc.
-3.18%
-$76,649.43 
AGI Alamos Gold Inc.
-3.03%
-$278,259.06 
VRSN Verisign Inc.
-2.97%
-$130,744.11 
BWXT Bwx Technologies Inc.
-2.93%
-$110,371.34 
HBM Hudbay Minerals Inc.
-2.78%
-$83,308.55 
SENEA Seneca Foods Corporation Class A
-2.74%
-$31,645.92 
ESLT Elbit Systems Ltd.
-2.59%
-$349,310.5 
EGAN eGain Corporation
-2.57%
-$29,221.38 
EQX Equinox Gold Corp.
-2.5%
-$30,868.3 
EME EMCOR Group, Inc.
-2.44%
-$818,070.35 
STRL Sterling Infrastructure, Inc.
-2.4%
-$142,648.31 
RHI Robert Half Inc.
-2.4%
-$26,623.11 
FORM FormFactor Inc.
-2.39%
-$80,849.6 
CGAU Centerra Gold Inc.
-2.38%
-$72,050.58 
HD The Home Depot, Inc.
-2.37%
-$14,556.36 
CAH Cardinal Health Inc.
-2.36%
-$384,542.42 
FIX Comfort Systems USA, Inc.
-2.33%
-$840,175.07 
AMZN Amazon.com Inc
-2.32%
-$121,941.4 
IYW iShares U.S. Technology ETF
-2.31%
-$44,189.38 
TPC Tutor Perini Corporation
-2.31%
-$118,370.34 
TAYD Taylor Devices Inc.
-2.23%
-$10,314.72 
SU Suncor Energy Inc.
-2.21%
-$91,044.14 
FXL First Trust Technology AlphaDEX Fund
-2.21%
-$50,133.05 
PH Parker-Hannifin Corporation
-2.1%
-$78,523.55 
DHT DHT Holdings Inc.
-2.06%
-$81,999.58 
BAH Booz Allen Hamilton Holding Corporation
-2.01%
-$27,252.94 
DIS The Walt Disney Company
-1.99%
-$7,554.3 
AIT Applied Industrial Technologies Inc.
-1.9%
-$18,825.66 
UNH UnitedHealth Group Incorporated
-1.88%
-$4,061.19 
WLFC Willis Lease Finance Corporation
-1.8%
-$3,930 
SB Safe Bulkers Inc.
-1.77%
-$20,382.04 
NSA National Storage Affiliates Trust
-1.77%
-$12,829.44 
NEM Newmont Corporation
-1.74%
-$10,663.84 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$10,533.77 
PAGP Plains GP Holdings, L.P.
-1.71%
-$7,242.37 
QTEC First Trust NASDAQ-100 Technology Index Fund
-1.71%
-$42,564.22 
HRTG Heritage Insurance Holdings, Inc.
-1.69%
-$16,612.74 
B BARRICK MINING CORP Common Stock (ABR0)
-1.69%
-$87,500.07 
FTEC Fidelity MSCI Information Technology Index ETF
-1.69%
-$50,930 
IYJ iShares U.S. Industrials ETF
-1.69%
-$14,732.83 
Q Qnity Electronics Inc.
-1.59%
-$3,890.22 
NUE Nucor Corporation
-1.53%
-$104,023.03 
POAHY Porsche Automobil Holding SE ADR
-1.51%
-$2,974 
MYRG Myr Group Inc.
-1.46%
-$64,580.05 
CVX Chevron Corporation
-1.44%
-$18,659.29 
ABT Abbott Laboratories
-1.43%
-$8,309.43 
FTAI FTAI Aviation Ltd.
-1.42%
-$11,617.94 
CWB SPDR Bloomberg Convertible Securities ETF
-1.4%
-$2,756.45 
CODA Coda Octopus Group Inc.
-1.36%
-$9,213.54 
SNEX StoneX Group Inc.
-1.34%
-$22,195.71 
WCN Waste Connections Inc.
-1.33%
-$8,903.96 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-1.3%
-$6,614.8 
ITRN Ituran Location and Control Ltd.
-1.25%
-$35,739.2 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-1.25%
-$368,040.96 
ADP Automatic Data Processing Inc.
-1.23%
-$8,064.3 
CME CME Group Inc.
-1.23%
-$31,824.22 
GSL Global Ship Lease Inc.
-1.16%
-$25,183.34 
XLB Materials Select Sector SPDR Fund
-1.14%
-$10,153.45 
VZ Verizon Communications Inc.
-1.11%
-$16,410.97 
IJH iShares Core S&P Mid-Cap ETF
-1.1%
-$9,786 
SMTC Semtech Corporation
-1.06%
-$28,638.59 
ED Consolidated Edison, Inc.
-1.03%
-$5,201.48 
UBSI United Bankshares, Inc.
-0.94%
-$2,092.54 
DMC Fresh Del Monte Produce Inc.
-0.9%
-$20,562.12 
FXO First Trust Financials AlphaDEX Fund
-0.89%
-$13,759.98 
EGO Eldorado Gold Corporation
-0.87%
-$21,619.77 
BAC Bank of America Corporation
-0.85%
-$8,609.32 
C Citigroup Inc.
-0.84%
-$13,167.96 
PM Philip Morris International Inc.
-0.84%
-$8,399.5 
BLX Banco Latinoamericano de Comercio Exterior, S.A.
-0.84%
-$18,238.5 
ECO Okeanis Eco Tankers Corp.
-0.81%
-$12,407.5 
EXR Extra Space Storage Inc.
-0.78%
-$4,877.73 
MPLX MPLX LP
-0.78%
-$7,824.6 
KR Kroger Co.
-0.74%
-$22,363.01 
PNC The PNC Financial Services Group, Inc.
-0.73%
-$1,772.3 
COLB Columbia Banking System, Inc.
-0.73%
-$2,082.42 
KFY Korn Ferry
-0.71%
-$17,059.26 
JNJ Johnson & Johnson
-0.7%
-$30,123.53 
RTX RTX Corporation
-0.66%
-$4,584.55 
AEP American Electric Power Company, Inc.
-0.66%
-$3,478.91 
COST Costco Wholesale Corporation
-0.65%
-$36,595.12 
CNS Cohen & Steers Inc.
-0.64%
-$30,791.34 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-0.62%
-$24,297.77 
TRGP Targa Resources Corp.
-0.61%
-$33,524.49 
SCHW Charles Schwab Corporation
-0.59%
-$6,019.65 
XOM Exxon Mobil Corporation
-0.57%
-$83,961.49 
LRCX Lam Research Corporation
-0.54%
-$55,014.03 
ES Eversource Energy
-0.5%
-$5,570.64 
PEP PepsiCo, Inc.
-0.45%
-$1,034.46 
VEU Vanguard FTSE All-World ex-US ETF
-0.45%
-$1,605.43 
XLV Health Care Select Sector SPDR Fund
-0.44%
-$1,215.38 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$1,672.84 
META Meta Platforms Inc Class A
-0.39%
-$20,941.41 
ALV Autoliv, Inc.
-0.37%
-$7,697.69 
WES Western Midstream Partners, LP
-0.36%
-$3,078.87 
EEM iShares MSCI Emerging Markets ETF
-0.36%
-$4,890.12 
NSC Norfolk Southern Corporation
-0.35%
-$4,328.93 
KO The Coca-Cola Company
-0.34%
-$2,524.5 
FXH First Trust Health Care AlphaDEX Fund
-0.3%
-$1,542.8 
ASC Ardmore Shipping Corporation
-0.29%
-$7,857.85 
AIG American International Group Inc.
-0.27%
-$661.5 
EFV iShares MSCI EAFE Value ETF
-0.26%
-$6,999.8 
ABBV AbbVie Inc.
-0.17%
-$11,716.04 
PSX Phillips 66
-0.14%
-$17,988 
EPP iShares MSCI Pacific ex Japan ETF
-0.14%
-$1,044.08 
BKH Black Hills Corporation
-0.03%
-$241.7 
NTRS Northern Trust Corporation
-0.01%
-$40.61 Events
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Dividends
Dividend Analysis
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| Trades 30123 | Longs Won 16789/30123 55% | Profit Factor 0.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.82B |
| Average Win $187.61M | Best Trade (Dec 31) $100.27B | Sharpe Ratio -99.34 |
| Average Loss -$436.78M | Worst Trade (Jun 29) -$100.81B | Z-Score -58.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4w 1d | Expectancy -$88.78M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 115.26% | 110.44% | 107.71% | 105.82% | 104.37% | 103.2% | 102.22% | 101.39% | 100.65% |
| Consecutive Losing Trades | 5 | 5 | 4 | 4 | 3 | 3 | 2 | 2 | 1 | 1 |
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Returns
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FAQ
Which stocks have generated the highest profits for Louis Navellier?
The largest contributions to the portfolio's profits come from the following stocks: 180492100 - $101.21B, POT - $85.24B, 02364w105 - $74.75B, 683829105 - $70.69B, and MACR - $68.51B. 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: ELX - $223.81B, AMCC - $212.87B, PWER - $144.78B, ITWO - $144.58B, and PWAV - $127.3B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Louis Navellier's portfolio generate?
The portfolio generates substantial dividend income, with a total of $677.67M earned over time. The largest contributors to dividend income include DryShips Inc - $275.52M, McDonald's Corporation - $11.16M, Frontline plc - $11.14M, Lockheed Martin Corporation - $9.19M, and Cencora, Inc - $7.25M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Louis Navellier's monthly returns?
Louis Navellier'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 Louis Navellier's strategy be considered aggressive or moderate?
Louis Navellier's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Louis Navellier's strategy?
Louis Navellier'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.
