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:
127.68%
Gain +1.04%
Monthly
1.74%
Yearly
23.05%
Drawdown
23.44%
$622.31M
Equity
Holdings
$622.31M
Investment
$500.44M
$154.74M
Profit +$3.13M
Realized
$32.86M
Unrealized
$121.88M
Dividends
$27.77M

Goals

Avg. 60.5% completed goals
Yearly
Gain > 5%
2026
21%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
1.04%
Profit
$3.13M
Win %
78%
This Week
Compared To Last Week
Gain
0.51%
Profit
$3.13M
Win %
78%
This Month
Compared to last month
Gain
1.19%
Profit
$7.34M
Win %
78%
This Year
Compared to last year
Gain
1.05%
Profit
$6.63M
Win %
77%
Comfort Systems USA Inc. logo
FIX Comfort Systems USA Inc.
+8.58%
+$16,440.6
Tesla, Inc. logo
TSLA Tesla, Inc.
+6.61%
+$184,081.8
Intel Corporation logo
INTC Intel Corporation
+5.57%
+$37,940.76
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
+5.43%
+$13,222.43
GE Vernova Inc. logo
GEV GE Vernova Inc.
+5.41%
+$34,478.38
Lam Research Corp. logo
LRCX Lam Research Corp.
+4.15%
+$12,077.51
Micron Technology Inc. logo
MU Micron Technology Inc.
+4.03%
+$53,774.97
Applied Materials Inc. logo
AMAT Applied Materials Inc.
+3.98%
+$14,864.85
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+3.82%
+$31,452.96
Arista Networks Inc. logo
ANET Arista Networks Inc.
+3.78%
+$7,857.09
Texas Instruments Inc. logo
TXN Texas Instruments Inc.
+3.76%
+$15,643.4
RTX Corporation logo
RTX RTX Corporation
+3.23%
+$37,285.95
Sandisk Corp. logo
SNDK Sandisk Corp.
+3.13%
+$10,907.01
Advanced Micro Devices Inc. logo
AMD Advanced Micro Devices Inc.
+2.93%
+$14,634.9
Morgan Stanley Common Stock logo
MS Morgan Stanley Common Stock
+2.9%
+$5,936.55
Marathon Petroleum Corp. logo
MPC Marathon Petroleum Corp.
+2.83%
+$6,819.38
Broadcom Inc. logo
AVGO Broadcom Inc.
+2.83%
+$63,811.87
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+2.81%
+$27,342.66
Enpro Inc. logo
NPO Enpro Inc.
+2.64%
+$15,408.76
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.54%
+$161,500.15
Jabil Inc. logo
JBL Jabil Inc.
+2.51%
+$20,094.75
Eaton Corporation plc logo
ETN Eaton Corporation plc
+2.32%
+$9,880.11
Invesco S&P 500 Pure Growth ETF logo
RPG Invesco S&P 500 Pure Growth ETF
+2.28%
+$5,991.6
NOV Inc. logo
NOV NOV Inc.
+2.28%
+$4,890.15
iShares U.S. Aerospace & Defense ETF logo
ITA iShares U.S. Aerospace & Defense ETF
+2.21%
+$5,632.98
Taiwan Semiconductor Manufacturing Company Ltd. ADR logo
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+2.16%
+$4,603.87
Invesco Large Cap Growth ETF logo
PWB Invesco Large Cap Growth ETF
+2.16%
+$7,417.6
Delta Air Lines, Inc. logo
DAL Delta Air Lines, Inc.
+2.14%
+$8,752.68
Transocean Ltd. logo
RIG Transocean Ltd.
+1.95%
+$1,385.87
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
+1.93%
+$66,942.92
The Cato Corporation Class A Common Stock logo
CATO The Cato Corporation Class A Common Stock
+1.72%
+$1,300.32
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+1.68%
+$7,112.45
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+1.6%
+$6,360.86
Valero Energy Corporation logo
VLO Valero Energy Corporation
+1.58%
+$10,124.01
iShares U.S. Technology ETF logo
IYW iShares U.S. Technology ETF
+1.43%
+$4,836.98
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+1.42%
+$14,780
State Street Industrial Select Sector SPDR ETF logo
XLI State Street Industrial Select Sector SPDR ETF
+1.41%
+$5,289.6
Caterpillar Inc. logo
CAT Caterpillar Inc.
+1.38%
+$10,593.05
iShares Russell Top 200 Growth ETF logo
IWY iShares Russell Top 200 Growth ETF
+1.36%
+$5,576.48
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
+1.35%
+$66,539.69
Vanguard Russell 1000 Growth ETF logo
VONG Vanguard Russell 1000 Growth ETF
+1.31%
+$10,283.07
Vanguard S&P 500 Growth ETF logo
VOOG Vanguard S&P 500 Growth ETF
+1.3%
+$49,317.32
iShares S&P 500 Growth ETF logo
IVW iShares S&P 500 Growth ETF
+1.3%
+$18,243.45
iShares Core S&P U.S. Growth ETF logo
IUSG iShares Core S&P U.S. Growth ETF
+1.29%
+$3,896.97
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
+1.23%
+$2,578.1
Microsoft Corporation Common Stock logo
MSFT Microsoft Corporation Common Stock
+1.23%
+$69,954.78
T. Rowe Price Blue Chip Growth ETF logo
TCHP T. Rowe Price Blue Chip Growth ETF
+1.17%
+$3,256.98
Vanguard Morningstar Growth ETF logo
VUG Vanguard Morningstar Growth ETF
+1.15%
+$12,073.21
The Allstate Corporation logo
ALL The Allstate Corporation
+1.12%
+$5,163.12
BlackRock, Inc. logo
BLK BlackRock, Inc.
+1.11%
+$7,046.7
Citigroup Inc. logo
C Citigroup Inc.
+1.11%
+$2,484.36
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+0.97%
+$25,416.87
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+0.92%
+$2,004.97
Marriott International, Inc. Class A Common Stock logo
MAR Marriott International, Inc. Class A Common Stock
+0.89%
+$5,153.44
Schwab U.S. Large-Cap ETF logo
SCHX Schwab U.S. Large-Cap ETF
+0.89%
+$22,476.51
State Street SPDR S&P MidCap 400 ETF Trust logo
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.89%
+$2,168.49
Chubb Limited logo
CB Chubb Limited
+0.87%
+$2,974.59
Vanguard Morningstar Large-Cap ETF logo
VV Vanguard Morningstar Large-Cap ETF
+0.87%
+$2,443.18
Vanguard S&P Mid-Cap 400 Index Fund ETF Shares logo
IVOO Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
+0.86%
+$2,377.58
Wells Fargo & Company logo
WFC Wells Fargo & Company
+0.86%
+$5,212.82
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
+0.86%
+$2,646.5
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
+0.86%
+$4,003.75
Vanguard Total Stock Market ETF logo
VTI Vanguard Total Stock Market ETF
+0.85%
+$46,448.54
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.84%
+$148,101.96
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.82%
+$450,044.5
State Street SPDR S&P 500 ETF Trust logo
SPY State Street SPDR S&P 500 ETF Trust
+0.82%
+$38,207.7
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
+0.82%
+$9,202.72
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+0.82%
+$113,668.96
Vanguard S&P Small-Cap 600 ETF logo
VIOO Vanguard S&P Small-Cap 600 ETF
+0.81%
+$18,497.44
iShares Russell 3000 ETF logo
IWV iShares Russell 3000 ETF
+0.79%
+$18,749.51
Invesco S&P 500 Quality ETF logo
SPHQ Invesco S&P 500 Quality ETF
+0.78%
+$28,497.3
Invesco RAFI US 1500 Small-Mid ETF logo
PRFZ Invesco RAFI US 1500 Small-Mid ETF
+0.78%
+$39,951.22
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
+0.77%
+$6,939.54
iShares S&P 100 ETF logo
OEF iShares S&P 100 ETF
+0.75%
+$9,528.58
Vanguard FTSE Developed Markets ETF logo
VEA Vanguard FTSE Developed Markets ETF
+0.72%
+$38,422.39
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.71%
+$13,469.11
Amazon.com Inc logo
AMZN Amazon.com Inc
+0.69%
+$19,924.48
General Electric Company logo
GE General Electric Company
+0.69%
+$7,074.54
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
+0.69%
+$2,152.95
Vanguard Mid-Cap Index Fund ETF Shares logo
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.69%
+$3,862.24
Royal Bank of Canada logo
RY Royal Bank of Canada
+0.69%
+$22,535.4
CSX Corporation logo
CSX CSX Corporation
+0.68%
+$2,663.74
iShares Gold Trust logo
IAU iShares Gold Trust
+0.68%
+$1,961.97
Schwab Fundamental U.S. Small Company ETF logo
FNDA Schwab Fundamental U.S. Small Company ETF
+0.67%
+$15,998.88
Truist Financial Corporation logo
TFC Truist Financial Corporation
+0.66%
+$4,350.08
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
+0.66%
+$44,957.44
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
+0.65%
+$48,120.71
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
+0.64%
+$3,428.62
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+0.64%
+$3,522.59
iShares Core MSCI International Developed Markets ETF logo
IDEV iShares Core MSCI International Developed Markets ETF
+0.64%
+$8,776.15
Dimensional International Value ETF logo
DFIV Dimensional International Value ETF
+0.64%
+$31,694.66
Cambria Foreign Shareholder Yield ETF logo
FYLD Cambria Foreign Shareholder Yield ETF
+0.62%
+$79,290.27
Bank of America Corporation logo
BAC Bank of America Corporation
+0.62%
+$49,162.68
Vanguard Total World Stock ETF logo
VT Vanguard Total World Stock ETF
+0.62%
+$4,894.08
Dimensional World Equity ETF logo
DFAW Dimensional World Equity ETF
+0.6%
+$3,556
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
+0.6%
+$3,628.77
The Boeing Company logo
BA The Boeing Company
+0.57%
+$1,193.4
Schwab U.S. Large-Cap Value ETF logo
SCHV Schwab U.S. Large-Cap Value ETF
+0.57%
+$5,753.67
iShares Russell 2000 Value ETF logo
IWN iShares Russell 2000 Value ETF
+0.56%
+$1,302.55
Long Pond Real Estate Select ETF logo
LPRE Long Pond Real Estate Select ETF
+0.55%
+$81,967.27
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.54%
+$8,122.4
Schwab Fundamental International Equity ETF logo
FNDF Schwab Fundamental International Equity ETF
+0.54%
+$121,438.95
Invesco RAFI Developed Markets ex-U.S. ETF logo
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.54%
+$26,547.5
ExxonMobil Holdings Corporation logo
XOM ExxonMobil Holdings Corporation
+0.52%
+$6,580.8
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$34,837.74
Vanguard Morningstar Value ETF logo
VTV Vanguard Morningstar Value ETF
+0.51%
+$12,844.35
McDonald's Corporation logo
MCD McDonald's Corporation
+0.48%
+$2,616
Vanguard International Dividend Appreciation ETF logo
VIGI Vanguard International Dividend Appreciation ETF
+0.46%
+$78,836.4
WisdomTree U.S. Quality Dividend Growth Fund logo
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.45%
+$8,860.4
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
+0.44%
+$988.75
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
+0.42%
+$1,671.78
iShares Core MSCI Total International Stock ETF logo
IXUS iShares Core MSCI Total International Stock ETF
+0.42%
+$8,088.08
Vanguard Total International Stock ETF logo
VXUS Vanguard Total International Stock ETF
+0.41%
+$2,570.4
Eli Lilly and Company logo
LLY Eli Lilly and Company
+0.41%
+$19,491.48
Emerson Electric Co. logo
EMR Emerson Electric Co.
+0.39%
+$924.21
Vanguard Morningstar Mid-Cap Value ETF logo
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.38%
+$1,450.87
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
+0.34%
+$5,579.25
GMO U.S. Quality ETF logo
QLTY GMO U.S. Quality ETF
+0.33%
+$69,759.07
Vanguard Russell 1000 Value ETF logo
VONV Vanguard Russell 1000 Value ETF
+0.33%
+$5,066.41
Invesco RAFI US 1000 ETF logo
PRF Invesco RAFI US 1000 ETF
+0.31%
+$6,214.77
iShares Core S&P U.S. Value ETF logo
IUSV iShares Core S&P U.S. Value ETF
+0.3%
+$838.95
Amgen Inc. Common Stock logo
AMGN Amgen Inc. Common Stock
+0.3%
+$1,831.41
Cambria Shareholder Yield ETF logo
SYLD Cambria Shareholder Yield ETF
+0.3%
+$35,556.69
Vanguard S&P 500 Value ETF logo
VOOV Vanguard S&P 500 Value ETF
+0.3%
+$2,335.8
Abbott Laboratories logo
ABT Abbott Laboratories
+0.29%
+$1,153.82
iShares Morningstar Value ETF logo
ILCV iShares Morningstar Value ETF
+0.29%
+$3,968
Vanguard Core Tax-Exempt Bond ETF logo
VCRM Vanguard Core Tax-Exempt Bond ETF
+0.29%
+$40,969.32
Schwab Fundamental U.S. Large Company ETF logo
FNDX Schwab Fundamental U.S. Large Company ETF
+0.29%
+$16,295
Union Pacific Corp. logo
UNP Union Pacific Corp.
+0.28%
+$712.8
Vanguard Tax-Exempt Bond ETF logo
VTEB Vanguard Tax-Exempt Bond ETF
+0.27%
+$1,796.6
Invesco S&P 500 GARP ETF logo
SPGP Invesco S&P 500 GARP ETF
+0.25%
+$937.57
Walmart Inc. logo
WMT Walmart Inc.
+0.25%
+$3,723.2
iShares Russell Mid-Cap Value ETF logo
IWS iShares Russell Mid-Cap Value ETF
+0.24%
+$565.8
AT&T Inc. logo
T AT&T Inc.
+0.24%
+$702.1
Linde plc logo
LIN Linde plc
+0.24%
+$800.6
Norfolk Southern Corp. logo
NSC Norfolk Southern Corp.
+0.24%
+$528.07
Vanguard Core Bond ETF logo
VCRB Vanguard Core Bond ETF
+0.21%
+$162,015.02
Oracle Corporation logo
ORCL Oracle Corporation
+0.21%
+$1,694.68
Vanguard Short Duration Tax-Exempt Bond ETF logo
VSDM Vanguard Short Duration Tax-Exempt Bond ETF
+0.17%
+$2,328.75
AbbVie Inc. logo
ABBV AbbVie Inc.
+0.12%
+$1,244.6
iShares U.S. Treasury Bond ETF logo
GOVT iShares U.S. Treasury Bond ETF
+0.08%
+$27,807.89
FPA Global Equity ETF logo
FPAG FPA Global Equity ETF
+0.07%
+$24,338.46
Dimensional Emerging Markets Value ETF logo
DFEV Dimensional Emerging Markets Value ETF
+0.06%
+$2,227.5
Vanguard Core-Plus Bond ETF logo
VPLS Vanguard Core-Plus Bond ETF
+0.05%
+$6,720.6
The Hartford Insurance Group, Inc. logo
HIG The Hartford Insurance Group, Inc.
+0.05%
+$208.42
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$319.57
Vanguard Short-Term Corporate Bond ETF logo
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$31.27
State Street SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$70.42
Vanguard 0-3 Month Treasury Bill ETF logo
VBIL Vanguard 0-3 Month Treasury Bill ETF
0%
+$1.89
Kosmos Energy Ltd. logo
KOS Kosmos Energy Ltd.
0%
$0
Honeywell International Inc. logo
HONIV Honeywell International Inc.
0%
$0
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-3.15%
-$20,761.14
General Mills Inc. logo
GIS General Mills Inc.
-3.05%
-$6,578.25
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
-2.68%
-$12,650.27
Paychex Inc. logo
PAYX Paychex Inc.
-2.5%
-$8,664.15
Elevance Health, Inc. logo
ELV Elevance Health, Inc.
-2.02%
-$13,220.89
Schwab Fundamental Emerging Markets Equity ETF logo
FNDE Schwab Fundamental Emerging Markets Equity ETF
-1.85%
-$4,952.64
UnitedHealth Group Inc. logo
UNH UnitedHealth Group Inc.
-1.74%
-$11,618.88
Accenture plc logo
ACN Accenture plc
-1.74%
-$5,641.99
Mastercard Inc. Class A Common Stock logo
MA Mastercard Inc. Class A Common Stock
-1.62%
-$14,160.97
Compass Inc. Class A Common Stock logo
COMP Compass Inc. Class A Common Stock
-1.49%
-$3,254.96
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
-1.41%
-$9,107.67
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
-1.18%
-$3,287.06
Stryker Corp. logo
SYK Stryker Corp.
-1.12%
-$7,586.53
Deere & Company logo
DE Deere & Company
-1.11%
-$5,863
Apple Inc. logo
AAPL Apple Inc.
-1.04%
-$104,533.4
Visa Inc. Class A logo
V Visa Inc. Class A
-1.02%
-$13,361.32
HCA Healthcare, Inc. logo
HCA HCA Healthcare, Inc.
-0.9%
-$4,170.6
The Procter & Gamble Company logo
PG The Procter & Gamble Company
-0.74%
-$7,469.94
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-0.71%
-$9,763.27
Alphabet Inc logo
GOOG Alphabet Inc
-0.55%
-$12,960.67
Lowe's Companies, Inc. logo
LOW Lowe's Companies, Inc.
-0.53%
-$6,874.1
Diversified Healthcare Trust logo
DHC Diversified Healthcare Trust
-0.51%
-$470.8
3M Company logo
MMM 3M Company
-0.51%
-$2,355.76
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-0.38%
-$1,324.98
Verisk Analytics, Inc. logo
VRSK Verisk Analytics, Inc.
-0.37%
-$1,706.67
Alphabet Inc logo
GOOGL Alphabet Inc
-0.37%
-$9,001.08
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-0.36%
-$2,188.67
Duke Energy Corporation logo
DUK Duke Energy Corporation
-0.34%
-$1,695.75
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-0.34%
-$7,059.94
Golub Capital BDC, Inc. logo
GBDC Golub Capital BDC, Inc.
-0.33%
-$2,403.92
State Street Health Care Select Sector SPDR ETF logo
XLV State Street Health Care Select Sector SPDR ETF
-0.32%
-$727.9
PACCAR Inc. logo
PCAR PACCAR Inc.
-0.31%
-$1,190.86
Nouveau Monde Graphite Inc. logo
NMG Nouveau Monde Graphite Inc.
-0.31%
-$38.55
Chevron Corporation logo
CVX Chevron Corporation
-0.26%
-$3,338.89
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
-0.23%
-$2,170.88
Blackstone Inc. logo
BX Blackstone Inc.
-0.22%
-$654.16
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.21%
-$2,471.58
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-0.16%
-$1,085.88
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
-0.15%
-$20,716.02
iMGP DBi Managed Futures Strategy ETF logo
DBMF iMGP DBi Managed Futures Strategy ETF
-0.15%
-$472.65
The Coca-Cola Company logo
KO The Coca-Cola Company
-0.15%
-$10,074.4
Cencora Inc. logo
COR Cencora Inc.
-0.06%
-$230.37
Vanguard Intermediate-Term Treasury ETF logo
VGIT Vanguard Intermediate-Term Treasury ETF
-0.01%
-$554.2
Costco Wholesale Corp logo
COST Costco Wholesale Corp
0%
-$19.63
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Dividends

Dividend Analysis

Yearly
$
Trades
2212
Longs Won
1741/2212 78%
Profit Factor
12.79
Profitability
Shorts Won
0/0 0%
Standard Deviation
$325,092.64
Average Win
$96,419.25
Best Trade
(Oct 23) $8M
Sharpe Ratio
-11.08
Average Loss
-$27,866.89
Worst Trade
(Oct 23) -$2.12M
Z-Score
27.55 (100%)
Commissions
$0
Avg. Trade Length
1y 6m 2w 5d
Expectancy
$69,955.07
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 22,222 20,000 17,778 15,556 13,333 11,111 8,889 6,667 4,444 2,222
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.
28,797 $5.51M $9.91M - $4.4M 79.93%
-1.044%
AbbVie Inc. logo
ABBV AbbVie Inc.
3,556 $603,021.41 $1.02M - $413,959.03 68.65%
+0.123%
Abbott Laboratories logo
ABT Abbott Laboratories
3,783 $442,426.28 $393,450.91 - -$48,975.37 -11.07%
+0.294%
Accenture plc logo
ACN Accenture plc
1,303 $238,887 $319,287.12 - $80,400.12 33.66%
-1.736%
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
43,648 $5.61M $6.89M - $1.28M 22.73%
+0.657%
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
2,123 $495,342.35 $636,624.01 - $141,281.66 28.52%
-1.41%
The Allstate Corporation logo
ALL The Allstate Corporation
1,818 $389,516.77 $465,462.54 - $75,945.77 19.5%
+1.122%
Applied Materials Inc. logo
AMAT Applied Materials Inc.
990 $207,072.02 $388,332.45 - $181,260.43 87.53%
+3.98%
Advanced Micro Devices Inc. logo
AMD Advanced Micro Devices Inc.
966 $564,218.84 $513,854.04 - -$50,364.8 -8.93%
+2.932%
Amgen Inc. Common Stock logo
AMGN Amgen Inc. Common Stock
1,377 $334,577.17 $606,692.43 - $272,115.26 81.33%
+0.303%
Amazon.com Inc logo
AMZN Amazon.com Inc
11,584 $2.5M $2.89M - $397,569.38 15.93%
+0.694%
Arista Networks Inc. logo
ANET Arista Networks Inc.
1,206 $245,530 $215,735.31 - -$29,794.69 -12.13%
+3.78%
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
153,452 $12.71M $13.41M - $691,763.94 5.44%
-0.154%
Broadcom Inc. logo
AVGO Broadcom Inc.
7,020 $820,781.54 $2.32M - $1.5M 182.9%
+2.826%
The Boeing Company logo
BA The Boeing Company
1,105 $237,996.43 $209,320.15 - -$28,676.28 -12.05%
+0.573%
Bank of America Corporation logo
BAC Bank of America Corporation
156,072 $7.7M $7.94M - $236,429.21 3.07%
+0.623%
State Street SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
7,042 $644,069.77 $645,328.88 - $1,259.11 0.2%
+0.011%
BlackRock, Inc. logo
BLK BlackRock, Inc.
566 $572,674.72 $639,976.2 - $67,301.48 11.75%
+1.113%
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
3,483 $1.31M $1.9M - $588,951.43 44.86%
+0.713%
Blackstone Inc. logo
BX Blackstone Inc.
2,516 $258,517.05 $296,158.36 - $37,641.31 14.56%
-0.22%
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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 Holly Skipper?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P Small-Cap ETF - $5.26M, FPA Global Equity ETF - $3.59M, iShares U.S. Treasury Bond ETF - $3.1M, JPMorgan Ultra-Short Income ETF - $2.91M, and iShares Core S&P 500 ETF - $2.59M. 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 Core Tax-Exempt Bond ETF - $755,757.17, Vanguard S&P Small-Cap 600 ETF - $496,760.25, Accenture plc - $116,047.72, Salesforce, Inc - $113,576.51, and KLA Corporation - $98,908.53. 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 $27.77M 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 ETF - $1.5M, and Schwab Fundamental International Equity 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