Holly Skipper

Holly Skipper Portfolio

Invests via Verum Partners LLC | Managed by Verum Partners LLC
Invests via Verum Partners LLC
Managed by Verum Partners LLC
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Holly Skipper Profile

Holly Skipper is a dynamic entrepreneur known for her innovative leadership in the tech sector. With a focus on developing user-centric digital solutions, she has built and scaled several startups that have disrupted traditional business models. Her diverse expertise spans product development, market expansion, and operational efficiency, making her a respected figure among peers in venture capital circles. Through strategic partnerships and forward-thinking initiatives, she continues to drive growth within the technology landscape while identifying emerging trends that shape consumer behavior.

Holly Skipper is a dynamic entrepreneur known for her innovative leadership in the tech sector. With a focus on developing user-centric digital solutions, she has built and scaled several startups that have disrupted traditional business models. Her diverse expertise spans product development, market expansion, and operational efficiency, making her a respected figure among peers in venture capital circles. Through strategic partnerships and forward-thinking initiatives, she continues to drive growth within the technology landscape while identifying emerging trends that shape consumer behavior.

Investment Philosophy & Strategy

Opportunity lies at the intersection of technology and consumer needs, a space where Holly Skipper thrives as an entrepreneur. Known for her strategic foresight and hands-on leadership, she capitalizes on market disruptions to foster innovative digital solutions. Emphasizing collaboration, she builds synergies that accelerate growth while enhancing product relevance in a rapidly evolving landscape. Her ability to identify emerging trends is pivotal in steering startup initiatives that not only attract venture capital but also resonate with users seeking transformative experiences. Skipper's operational insights further strengthen her approach, ensuring that scaling efforts are efficient and impactful.

Opportunity lies at the intersection of technology and consumer needs, a space where Holly Skipper thrives as an entrepreneur. Known for her strategic foresight and hands-on leadership, she capitalizes on market disruptions to foster innovative digital solutions. Emphasizing collaboration, she builds synergies that accelerate growth while enhancing product relevance in a rapidly evolving landscape. Her ability to identify emerging trends is pivotal in steering startup initiatives that not only attract venture capital but also resonate with users seeking transformative experiences. Skipper's operational insights further strengthen her approach, ensuring that scaling efforts are efficient and impactful.

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:
113.27%
Gain +1.64%
Monthly
1.86%
Yearly
24.68%
Drawdown
23.41%
$665.19M
Equity
Holdings
$665.19M
Investment
$531.74M
$160.6M
Profit +$4.3M
Realized
$27.15M
Unrealized
$133.45M
Dividends
$26.52M

Goals

Avg. 55.5% completed goals
Yearly
Gain > 5%
2026
11%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
1.64%
Profit
$4.3M
Win %
77%
This Week
Compared To Last Week
Gain
-0.98%
Profit
-$6.61M
Win %
77%
This Month
Compared to last month
Gain
-0.7%
Profit
-$4.66M
Win %
77%
This Year
Compared to last year
Gain
0.55%
Profit
$3.71M
Win %
77%
Comfort Systems USA, Inc. logo
FIX Comfort Systems USA, Inc.
+3.99%
+$10,606.16
Eaton Corporation plc logo
ETN Eaton Corporation plc
+3.51%
+$16,565.68
Jabil Inc. logo
JBL Jabil Inc.
+3.27%
+$28,902.25
Blackstone Inc. logo
BX Blackstone Inc.
+3.13%
+$9,996
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+3%
+$12,360.65
Texas Instruments Inc logo
TXN Texas Instruments Inc
+2.95%
+$10,940.47
Valero Energy Corporation logo
VLO Valero Energy Corporation
+2.94%
+$17,217.72
GE Vernova Inc. logo
GEV GE Vernova Inc.
+2.92%
+$21,021.56
Intel Corporation logo
INTC Intel Corporation
+2.85%
+$22,571.12
Kosmos Energy Ltd. logo
KOS Kosmos Energy Ltd.
+2.72%
+$953.6
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+2.53%
+$21,082.72
Caterpillar Inc. logo
CAT Caterpillar Inc.
+2.15%
+$19,594.2
Boeing Company logo
BA Boeing Company
+2.08%
+$4,537.01
Elevance Health, Inc. logo
ELV Elevance Health, Inc.
+2.06%
+$12,868.92
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+2.03%
+$8,818.25
BlackRock, Inc. logo
BLK BlackRock, Inc.
+1.96%
+$11,503.67
EnPro Industries Inc. logo
NPO EnPro Industries Inc.
+1.95%
+$13,115.9
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+1.92%
+$37,441.25
Apple Inc. logo
AAPL Apple Inc.
+1.84%
+$175,678.02
Alphabet Inc logo
GOOGL Alphabet Inc
+1.81%
+$42,027.67
Alphabet Inc logo
GOOG Alphabet Inc
+1.81%
+$43,581.58
AT&T Inc. logo
T AT&T Inc.
+1.78%
+$7,139.86
Emerson Electric Co. logo
EMR Emerson Electric Co.
+1.73%
+$3,640.32
Amazon.com Inc logo
AMZN Amazon.com Inc
+1.72%
+$46,586.88
Delta Air Lines, Inc. logo
DAL Delta Air Lines, Inc.
+1.66%
+$6,904.94
Deere & Company logo
DE Deere & Company
+1.6%
+$8,793.83
iShares U.S. Technology ETF logo
IYW iShares U.S. Technology ETF
+1.59%
+$5,367.44
Vornado Realty Trust logo
VNO Vornado Realty Trust
+1.54%
+$3,023.12
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+1.53%
+$13,284
iShares Gold Trust logo
IAU iShares Gold Trust
+1.47%
+$4,597.16
Oracle Corporation logo
ORCL Oracle Corporation
+1.44%
+$15,275
HCA Healthcare Inc. logo
HCA HCA Healthcare Inc.
+1.41%
+$5,730.57
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
+1.37%
+$49,631.6
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+1.33%
+$40,001.7
American Express Company logo
AXP American Express Company
+1.27%
+$3,174.6
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+1.24%
+$7,153.56
Chevron Corporation logo
CVX Chevron Corporation
+1.23%
+$15,022.93
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.22%
+$71,886.5
AbbVie Inc. logo
ABBV AbbVie Inc.
+1.22%
+$11,938.1
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+1.2%
+$11,272.8
Tesla, Inc. logo
TSLA Tesla, Inc.
+1.19%
+$31,523.04
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+1.18%
+$63,623.1
Wells Fargo & Company logo
WFC Wells Fargo & Company
+1.17%
+$7,654.5
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
+1.16%
+$154,303.67
Marriott International Inc. - Class A logo
MAR Marriott International Inc. - Class A
+1.14%
+$5,594.87
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
+1.13%
+$3,591.78
Invesco RAFI Developed Markets ex-U.S. ETF logo
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+1.12%
+$57,046.21
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+1.12%
+$6,372.93
Defiance Quantum ETF logo
QTUM Defiance Quantum ETF
+1.12%
+$2,012.1
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
+1.12%
+$6,293.1
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+1.11%
+$9,307.48
iShares S&P 100 ETF logo
OEF iShares S&P 100 ETF
+1.11%
+$14,157.63
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
+1.09%
+$56,193.72
iShares Core MSCI International Developed Markets ETF (IDEV) logo
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.08%
+$15,300.02
Invesco Large Cap Growth ETF logo
PWB Invesco Large Cap Growth ETF
+1.08%
+$3,859.47
Dimensional Emerging Markets Value ETF logo
DFEV Dimensional Emerging Markets Value ETF
+1.07%
+$40,927.12
Vanguard Russell 1000 Growth Fund logo
VONG Vanguard Russell 1000 Growth Fund
+1.07%
+$8,927.15
Dimensional International Value ETF logo
DFIV Dimensional International Value ETF
+1.06%
+$55,540.65
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.05%
+$6,839.99
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+1.05%
+$11,155.04
iShares Core International Stock ETF logo
IXUS iShares Core International Stock ETF
+1.04%
+$21,227
Schwab Fundamental International Large Company Index ETF logo
FNDF Schwab Fundamental International Large Company Index ETF
+1.03%
+$232,814.22
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
+1.03%
+$73,500.41
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.02%
+$14,483.52
Industrial Select Sector SPDR Fund logo
XLI Industrial Select Sector SPDR Fund
+1.01%
+$3,937.48
Vanguard S&P 500 Growth ETF logo
VOOG Vanguard S&P 500 Growth ETF
+1.01%
+$42,087.36
iShares Core S&P U.S. Growth ETF logo
IUSG iShares Core S&P U.S. Growth ETF
+1%
+$2,262.63
iShares Russell Top 200 Growth ETF logo
IWY iShares Russell Top 200 Growth ETF
+1%
+$4,158.43
Dimensional World Equity ETF logo
DFAW Dimensional World Equity ETF
+1%
+$5,974.08
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+1%
+$181,103.83
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
+0.99%
+$2,761.39
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.98%
+$480,064
ISHARES RUSSELL 3000 ETF logo
IWV ISHARES RUSSELL 3000 ETF
+0.97%
+$23,230.57
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.97%
+$44,015.04
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.96%
+$55,569.75
Schwab U.S. Large-Cap ETF logo
SCHX Schwab U.S. Large-Cap ETF
+0.96%
+$24,469.81
T. Rowe Price Blue Chip Growth ETF logo
TCHP T. Rowe Price Blue Chip Growth ETF
+0.96%
+$2,751.84
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
+0.96%
+$4,480.56
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
+0.95%
+$8,586.31
WisdomTree U.S. Quality Dividend Growth Fund logo
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.95%
+$18,948.71
Vanguard Large-Cap Index Fund ETF Shares logo
VV Vanguard Large-Cap Index Fund ETF Shares
+0.95%
+$2,684.68
Vanguard Total World Stock ETF logo
VT Vanguard Total World Stock ETF
+0.95%
+$7,690.43
Microsoft Corp. logo
MSFT Microsoft Corp.
+0.94%
+$48,489.99
iShares MSCI EAFE Growth ETF logo
EFG iShares MSCI EAFE Growth ETF
+0.92%
+$1,813.74
Vanguard International Dividend Appreciation Index Fund logo
VIGI Vanguard International Dividend Appreciation Index Fund
+0.92%
+$84,503.76
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
+0.9%
+$14,552.95
Schwab Fundamental U.S. Large Company Index ETF logo
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$54,188.24
Invesco FTSE RAFI US 1000 ETF logo
PRF Invesco FTSE RAFI US 1000 ETF
+0.9%
+$17,694.5
Vanguard S&P 500 Value ETF logo
VOOV Vanguard S&P 500 Value ETF
+0.9%
+$8,302.2
Cambria Foreign Shareholder Yield ETF logo
FYLD Cambria Foreign Shareholder Yield ETF
+0.9%
+$108,986.81
Vanguard Russell 1000 Value Index Fund logo
VONV Vanguard Russell 1000 Value Index Fund
+0.89%
+$13,675.86
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.89%
+$9,260.79
iShares Morningstar Value ETF logo
ILCV iShares Morningstar Value ETF
+0.88%
+$11,718
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+0.86%
+$3,176.68
Honeywell Aerospace Inc. logo
HONA Honeywell Aerospace Inc.
+0.84%
+$1,628.56
PACCAR Inc. logo
PCAR PACCAR Inc.
+0.82%
+$3,708.72
Vanguard Mid-Cap Value ETF logo
VOE Vanguard Mid-Cap Value ETF
+0.82%
+$3,066
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
+0.8%
+$5,509.59
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+0.78%
+$12,692.54
Morgan Stanley logo
MS Morgan Stanley
+0.78%
+$1,872.75
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.77%
+$8,199.4
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
+0.76%
+$4,257.8
GMO U.S. Quality ETF logo
QLTY GMO U.S. Quality ETF
+0.76%
+$154,592
Vanguard Value ETF logo
VTV Vanguard Value ETF
+0.74%
+$17,438.85
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.73%
+$11,911.8
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.72%
+$49,356.34
Schwab U.S. Large-Cap Value ETF logo
SCHV Schwab U.S. Large-Cap Value ETF
+0.72%
+$8,060.5
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
+0.71%
+$2,274.65
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
+0.68%
+$17,906.34
Corning Incorporated logo
GLW Corning Incorporated
+0.68%
+$965.7
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
+0.67%
+$1,663.93
Citigroup Inc. logo
C Citigroup Inc.
+0.66%
+$1,500.52
iShares Russell Mid-Cap Value ETF logo
IWS iShares Russell Mid-Cap Value ETF
+0.66%
+$1,514.7
Bank of America Corporation logo
BAC Bank of America Corporation
+0.66%
+$65,035.48
FPA Global Equity ETF logo
FPAG FPA Global Equity ETF
+0.65%
+$210,880.58
Invesco S&P 500 GARP ETF logo
SPGP Invesco S&P 500 GARP ETF
+0.65%
+$2,426.88
Invesco FTSE RAFI US 1500 Small-Mid ETF logo
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.64%
+$47,028.37
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
+0.63%
+$1,783.15
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+0.62%
+$1,446.7
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
+0.62%
+$64,021.51
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
+0.61%
+$7,107.34
Vanguard S&P Mid-Cap 400 ETF logo
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.6%
+$1,689.69
Diversified Healthcare Trust logo
DHC Diversified Healthcare Trust
+0.6%
+$541.17
3M Company logo
MMM 3M Company
+0.6%
+$2,579.23
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.58%
+$13,904.87
Cambria Shareholder Yield ETF logo
SYLD Cambria Shareholder Yield ETF
+0.56%
+$124,817.65
Compass Inc. logo
COMP Compass Inc.
+0.54%
+$1,233.37
iShares Select Dividend ETF logo
DVY iShares Select Dividend ETF
+0.53%
+$1,160.14
iShares U.S. Aerospace & Defense ETF logo
ITA iShares U.S. Aerospace & Defense ETF
+0.53%
+$1,278.59
Visa Inc. Class A logo
V Visa Inc. Class A
+0.51%
+$5,832.99
Invesco S&P 500 Pure Growth ETF logo
RPG Invesco S&P 500 Pure Growth ETF
+0.51%
+$1,422.15
Vanguard S&P Small-Cap 600 ETF logo
VIOO Vanguard S&P Small-Cap 600 ETF
+0.5%
+$13,001.3
Invesco S&P 500 Quality ETF logo
SPHQ Invesco S&P 500 Quality ETF
+0.47%
+$18,830.37
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+0.46%
+$124,911.8
Schwab Fundamental U.S. Small Company ETF logo
FNDA Schwab Fundamental U.S. Small Company ETF
+0.46%
+$16,374.1
iShares Russell 2000 Value ETF logo
IWN iShares Russell 2000 Value ETF
+0.41%
+$966.54
General Electric Company logo
GE General Electric Company
+0.39%
+$4,445.32
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
+0.38%
+$5,274
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$4,079.66
Schwab Fundamental Emerging Markets Large Company Index ETF logo
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.38%
+$1,048.32
KLA Corporation logo
KLAC KLA Corporation
+0.37%
+$612.49
Linde plc logo
LIN Linde plc
+0.37%
+$1,386.32
Nouveau Monde Graphite Inc. logo
NMG Nouveau Monde Graphite Inc.
+0.37%
+$66.47
Walmart Inc. logo
WMT Walmart Inc.
+0.24%
+$2,956
Vanguard Core Tax-Exempt Bond Fund logo
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.23%
+$142,989.04
Duke Energy Corporation logo
DUK Duke Energy Corporation
+0.21%
+$1,045.5
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.2%
+$1,426.14
Truist Financial Corporation logo
TFC Truist Financial Corporation
+0.2%
+$1,443.4
Royal Bank of Canada logo
RY Royal Bank of Canada
+0.16%
+$5,388.57
The Cigna Group logo
CI The Cigna Group
+0.15%
+$372.96
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
+0.15%
+$771.12
iShares U.S. Treasury Bond ETF logo
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$42,579.93
Vanguard Short-Term Tax-Exempt Bond Fund logo
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.11%
+$1,963.67
Vanguard Short-Term Tax-Exempt Bond ETF logo
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.11%
+$271.92
Allstate Corporation logo
ALL Allstate Corporation
+0.1%
+$433.22
Vanguard Core Bond ETF logo
VCRB Vanguard Core Bond ETF
+0.09%
+$69,355.52
The Coca-Cola Company logo
KO The Coca-Cola Company
+0.09%
+$5,374.8
Vanguard Short-Term Corporate Bond ETF logo
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$214.69
Vanguard Short-Term Bond ETF logo
BSV Vanguard Short-Term Bond ETF
+0.04%
+$459.54
Vanguard Core-Plus Bond ETF logo
VPLS Vanguard Core-Plus Bond ETF
+0.03%
+$167.53
Vanguard 3-Month Treasury Bill ETF logo
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$197.93
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$270.43
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$384.44
iShares Short Treasury Bond ETF logo
ICSH iShares Short Treasury Bond ETF
+0.01%
+$28.32
Cato Corporation logo
CATO Cato Corporation
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Honeywell International Inc. logo
HONIV Honeywell International Inc.
0%
$0
SanDisk Corporation logo
SNDK SanDisk Corporation
-4.18%
-$20,443.86
Abbott Laboratories logo
ABT Abbott Laboratories
-1.01%
-$4,108.94
Lam Research Corporation logo
LRCX Lam Research Corporation
-0.96%
-$2,385.46
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-0.91%
-$4,780.55
Amgen Inc. logo
AMGN Amgen Inc.
-0.88%
-$4,360.2
Verisk Analytics Inc. logo
VRSK Verisk Analytics Inc.
-0.88%
-$3,968.01
Stryker Corporation logo
SYK Stryker Corporation
-0.57%
-$3,446.54
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
-0.54%
-$1,167.65
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-0.54%
-$3,615.04
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-0.52%
-$7,110.69
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-0.49%
-$4,117.03
Nov Inc. logo
NOV Nov Inc.
-0.49%
-$1,116.36
Eli Lilly and Company logo
LLY Eli Lilly and Company
-0.46%
-$18,983.65
General Mills, Inc. logo
GIS General Mills, Inc.
-0.43%
-$987.5
Chubb Limited logo
CB Chubb Limited
-0.41%
-$1,317.4
Union Pacific Corporation logo
UNP Union Pacific Corporation
-0.37%
-$930.9
Cencora, Inc. logo
COR Cencora, Inc.
-0.35%
-$1,212.97
Transocean Ltd. logo
RIG Transocean Ltd.
-0.35%
-$221.74
iMGP DBi Managed Futures Strategy ETF logo
DBMF iMGP DBi Managed Futures Strategy ETF
-0.33%
-$1,237.85
The Hartford Insurance Group, Inc. logo
HIG The Hartford Insurance Group, Inc.
-0.32%
-$1,301.08
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.31%
-$729.37
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
-0.29%
-$2,503.71
McDonald's Corporation logo
MCD McDonald's Corporation
-0.2%
-$1,183.21
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
-0.17%
-$939.4
CSX Corporation logo
CSX CSX Corporation
-0.16%
-$615.6
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-0.14%
-$619.93
RTX Corporation logo
RTX RTX Corporation
-0.06%
-$687.72
Bwx Technologies Inc. logo
BWXT Bwx Technologies Inc.
-0.05%
-$93.52
American International Group Inc. logo
AIG American International Group Inc.
-0.04%
-$94.95
Paychex Inc. logo
PAYX Paychex Inc.
-0.04%
-$117.72
CVS Health Corporation logo
CVS CVS Health Corporation
-0.03%
-$60.69
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-0.02%
-$102.21
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.01%
-$95.5
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Dividends

Dividend Analysis

Yearly
$
Trades
2030
Longs Won
1607/2030 79%
Profit Factor
15.87
Profitability
Shorts Won
0/0 0%
Standard Deviation
$354,880.94
Average Win
$106,658.22
Best Trade
(Aug 14) $8.37M
Sharpe Ratio
-11.62
Average Loss
-$25,532.97
Worst Trade
(Sep 10) -$1.55M
Z-Score
21.46 (100%)
Commissions
$0
Avg. Trade Length
1y 6m 6d
Expectancy
$79,112.96
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 26,316 23,684 21,053 18,421 15,789 13,158 10,526 7,895 5,263 2,632
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
29,231 $5.56M $9.72M - $4.16M 74.74%
+1.84%
AbbVie Inc. logo
ABBV AbbVie Inc.
3,851 $642,766.73 $993,943.1 - $351,176.37 54.64%
+1.216%
Abbott Laboratories logo
ABT Abbott Laboratories
3,932 $459,414.49 $402,302.58 - -$57,111.91 -12.43%
-1.011%
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
45,092 $5.8M $7.23M - $1.43M 24.74%
+1.027%
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
2,135 $497,979.83 $569,810.15 - $71,830.32 14.42%
-0.165%
American International Group Inc. logo
AIG American International Group Inc.
3,165 $247,776.73 $237,375 - -$10,401.73 -4.2%
-0.04%
Allstate Corporation logo
ALL Allstate Corporation
1,805 $386,633.06 $454,914.15 - $68,281.09 17.66%
+0.095%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
984 $204,002.76 $446,125.92 - $242,123.16 118.69%
-0.139%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
862 $500,611 $442,921.46 - -$57,689.54 -11.52%
+2.031%
Amgen Inc. logo
AMGN Amgen Inc.
1,290 $297,916.94 $489,026.1 - $191,109.16 64.15%
-0.884%
Amazon.com Inc logo
AMZN Amazon.com Inc
10,784 $2.3M $2.76M - $467,102.95 20.35%
+1.715%
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
141,563 $11.6M $13.48M - $1.88M 16.25%
+1.158%
Broadcom Inc. logo
AVGO Broadcom Inc.
6,685 $703,131.07 $2.43M - $1.72M 245.04%
+0.576%
American Express Company logo
AXP American Express Company
780 $247,626.45 $253,328.4 - $5,701.95 2.3%
+1.269%
Boeing Company logo
BA Boeing Company
1,065 $230,554 $222,649.01 - -$7,904.99 -3.43%
+2.08%
Bank of America Corporation logo
BAC Bank of America Corporation
156,712 $7.72M $9.87M - $2.14M 27.75%
+0.663%
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
12,939 $1.18M $1.18M - -$993.06 -0.08%
+0.023%
BlackRock, Inc. logo
BLK BlackRock, Inc.
552 $557,858.66 $597,948.48 - $40,089.82 7.19%
+1.962%
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
7,344 $541,913.61 $524,178 - -$17,735.61 -3.27%
+0.147%
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
3,850 $1.44M $1.99M - $551,278.8 38.33%
+1.918%
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FAQ
Which stocks have generated the highest profits for Holly Skipper?
The largest contributions to the portfolio's profits come from the following stocks: FPA Global Equity ETF - $3.52M, iShares U.S. Treasury Bond ETF - $3.13M, JPMorgan Ultra-Short Income ETF - $2.91M, Vanguard Core Bond ETF - $2.62M, and iShares Core S&P Small-Cap ETF - $2.3M. 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: Vanguard S&P Small-Cap 600 ETF - $393,072.4, Accenture plc Class A - $118,275.85, Salesforce Inc - $113,576.51, Genuine Parts Company - $78,631.37, and Pfizer Inc - $76,374.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Holly Skipper's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.52M earned over time. The largest contributors to dividend income include iShares U.S. Treasury Bond ETF - $2.98M, JPMorgan Ultra-Short Income ETF - $2.83M, Vanguard Core Bond ETF - $2.61M, Vanguard Core Tax-Exempt Bond Fund - $1.5M, and Schwab Fundamental International Large Company Index ETF - $1.42M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Holly Skipper's monthly returns?
Holly Skipper'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 Holly Skipper's strategy be considered aggressive or moderate?
Holly Skipper'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 Holly Skipper's strategy?
Holly Skipper'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