Beatriz Gutierrez Junco Portfolio
Invests via CV Advisors LLC | Managed by Elliot Dornbusch, Alex Mann, Matthew J. Storm, Ricardo Saias, Alan Zafrany, Ari Hadida, CFA, Hailey Gordon, Alicia Lugo, Jose Luque, Shawn Harrington, Jason Alper, Javier Andreu, CFA, Patrick Smith, Nolan Bieck
Invests via CV Advisors LLC
Managed by Elliot Dornbusch, Alex Mann, Matthew J. Storm, Ricardo Saias, Alan Zafrany, Ari Hadida, CFA, Hailey Gordon, Alicia Lugo, Jose Luque, Shawn Harrington, Jason Alper, Javier Andreu, CFA, Patrick Smith, Nolan Bieck
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Beatriz Gutierrez Junco Profile
Beatriz Gutierrez Junco is an influential corporate builder with a remarkable track record in spearheading strategic initiatives across various sectors. Her leadership has transformed organizations into competitive market players, focusing on sustainable growth and innovation. With extensive experience in operational management, she fosters environments where creativity flourishes and efficiency reigns supreme. A graduate of a prestigious business school, her analytical acumen complements her practical approach to problem-solving within complex organizational structures. This unique blend positions Beatriz as a key figure in navigating today’s ever-evolving business landscape.
Beatriz Gutierrez Junco is an influential corporate builder with a remarkable track record in spearheading strategic initiatives across various sectors. Her leadership has transformed organizations into competitive market players, focusing on sustainable growth and innovation. With extensive experience in operational management, she fosters environments where creativity flourishes and efficiency reigns supreme. A graduate of a prestigious business school, her analytical acumen complements her practical approach to problem-solving within complex organizational structures. This unique blend positions Beatriz as a key figure in navigating today’s ever-evolving business landscape.
Investment Philosophy & Strategy
Through an entrepreneurial lens, Beatriz Gutierrez Junco exemplifies a commitment to transformative leadership. Her adeptness at identifying growth catalysts drives her investment approach, focusing on innovative ventures that harness operational excellence and strategic vision. By prioritizing scalability in market initiatives, she ensures competitive differentiation while navigating complex business dynamics. This dual emphasis on creativity and efficiency positions her investments as not just financially viable but also strategically sound within their respective industries.
Through an entrepreneurial lens, Beatriz Gutierrez Junco exemplifies a commitment to transformative leadership. Her adeptness at identifying growth catalysts drives her investment approach, focusing on innovative ventures that harness operational excellence and strategic vision. By prioritizing scalability in market initiatives, she ensures competitive differentiation while navigating complex business dynamics. This dual emphasis on creativity and efficiency positions her investments as not just financially viable but also strategically sound within their respective industries.
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:
117.99%
Gain -0.45%
Monthly
1.17%
Yearly
14.94%
Drawdown
29.22%
$536.79M
Equity
Holdings
$536.79M
Investment
$403.55M
$118.29M
Profit -$1.54M
Realized
-$14.95M
Unrealized
$133.24M
Dividends
$9.79M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$1.54M
Win %
65%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$1.54M
Win %
65%
This Month
Compared to last month
Gain
-0.26%
Profit
-$1.42M
Win %
65%
This Year
Compared to last year
Gain
2.48%
Profit
$12.97M
Win %
64%
CRWD CrowdStrike Holdings, Inc.
+13.86%
+$140,245.87 
COIN Coinbase Global, Inc.
+9.24%
+$39,131.23 
CRM Salesforce Inc
+4.68%
+$19,692.8 
NFLX Netflix, Inc.
+3.77%
+$168,046 
CI The Cigna Group
+3.35%
+$37,640 
GOOGL Alphabet Inc
+3.22%
+$880,990.11 
APP AppLovin Corporation Class A Common Stock
+3.17%
+$6,065.2 
KD Kyndryl Holdings Inc.
+3.16%
+$4,150 
GOOG Alphabet Inc
+3.06%
+$271,007.64 
AON Aon plc
+2.91%
+$29,591.1 
META Meta Platforms Inc Class A
+2.71%
+$351,575.7 
OMC Omnicom Group Inc.
+2.62%
+$28,773 
UPS United Parcel Service, Inc.
+2.16%
+$4,828.25 
GPI Group 1 Automotive Inc.
+2.05%
+$16,131 
MSFT Microsoft Corp.
+1.97%
+$437,889.72 
DIS The Walt Disney Company
+1.92%
+$11,220 
ALL Allstate Corporation
+1.87%
+$28,500 
ABBV AbbVie Inc.
+1.78%
+$16,488 
GIS General Mills, Inc.
+1.76%
+$3,780 
MSI Motorola Solutions, Inc.
+1.72%
+$31,054.77 
PGR Progressive Corporation
+1.57%
+$26,676 
AFL Aflac Inc.
+1.49%
+$32,242 
NVS Novartis AG Sponsored ADR
+1.36%
+$7,068 
VZ Verizon Communications Inc.
+1.35%
+$9,864 
UBER Uber Technologies, Inc.
+1.35%
+$26,243.17 
V Visa Inc. Class A
+1.32%
+$27,123.04 
AIG American International Group Inc.
+1.26%
+$4,897.25 
DHI D.R. Horton, Inc.
+1.12%
+$15,400 
FLY Firefly Aerospace Inc.
+1.09%
+$1,613.68 
BXSL Blackstone Secured Lending Fund
+0.98%
+$2,887.2 
AXP American Express Company
+0.97%
+$17,750.25 
KMB Kimberly-Clark Corporation
+0.96%
+$2,538 
CVS CVS Health Corporation
+0.93%
+$13,073.28 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$34,504 
FDXF FedEx Freight Holding Company Inc.
+0.86%
+$3,135 
VRTX Vertex Pharmaceuticals Incorporated
+0.82%
+$13,600 
EOG EOG Resources, Inc.
+0.8%
+$7,584 
TRV The Travelers Companies, Inc.
+0.77%
+$11,890 
LOW Lowe's Companies Inc.
+0.73%
+$8,352 
BMY Bristol-Myers Squibb Company
+0.72%
+$5,520 
MRK Merck & Co., Inc.
+0.63%
+$9,100 
PG Procter & Gamble Co
+0.59%
+$1,290 
MHO M/I Homes Inc.
+0.56%
+$998.4 
LEN Lennar Corporation
+0.53%
+$2,592.5 
LNC Lincoln National Corporation
+0.48%
+$7,560 
JXN Jackson Financial Inc.
+0.46%
+$4,914 
KRE SPDR S&P Regional Banking ETF
+0.31%
+$632.5 
THC Tenet Healthcare Corporation
+0.31%
+$2,336.85 
JNJ Johnson & Johnson
+0.28%
+$1,132.5 
GD General Dynamics Corporation
+0.26%
+$1,504 
AIZ Assurant Inc.
+0.26%
+$3,697.5 
AAPL Apple Inc.
+0.24%
+$76,733.73 
FDX FedEx Corporation
+0.2%
+$3,477 
DHS WisdomTree U.S. High Dividend Fund
+0.19%
+$418 
JBBB Janus Henderson B-BBB CLO ETF
+0.11%
+$5,608.5 
HII Huntington Ingalls Industries Inc.
+0.09%
+$206.4 
DOV Dover Corporation
+0.06%
+$204 
PFE Pfizer Inc.
+0.04%
+$262 
PEP PepsiCo, Inc.
+0.01%
+$68 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
MKSI MKS Instruments Inc.
-10.49%
-$33,648 
CECO CECO Environmental Corp.
-9.79%
-$52,462.8 
AVT Avnet Inc.
-7.32%
-$81,720.9 
AMAT Applied Materials, Inc.
-7.07%
-$355,919.39 
DELL Dell Technologies Inc.
-5.81%
-$48,648.96 
JCI Johnson Controls International plc
-5.65%
-$52,395.75 
INTC Intel Corporation
-5.59%
-$13,673.5 
BAC Bank of America Corporation
-5.14%
-$247,273.65 
AGX Argan Inc.
-5.09%
-$51,540.6 
SNDK SanDisk Corporation
-4.98%
-$20,095.92 
SMH VanEck Semiconductor ETF
-4.89%
-$17,890.33 
AVGO Broadcom Inc.
-4.77%
-$208,172.58 
ADI Analog Devices, Inc.
-4.69%
-$85,549.92 
WDC Western Digital Corporation
-4.53%
-$30,339.76 
GS The Goldman Sachs Group, Inc.
-3.97%
-$181,997.76 
MOD Modine Manufacturing Company
-3.83%
-$61,938.2 
ORCL Oracle Corporation
-3.75%
-$56,300 
NVDA NVIDIA Corporation
-3.35%
-$1.02M 
BNY BlackRock New York Municipal Income Trust
-3.06%
-$49,700 
ITT Itt Inc.
-2.29%
-$18,486 
CCCC C4 Therapeutics Inc.
-2.28%
-$5,200 
C Citigroup Inc.
-1.9%
-$51,612 
CSCO Cisco Systems, Inc.
-1.85%
-$35,397 
TSLA Tesla, Inc.
-1.77%
-$30,454.29 
JPM JPMorgan Chase & Co.
-1.71%
-$11,680.62 
NGVT Ingevity Corporation
-1.66%
-$4,283.75 
SXT Sensient Technologies Corporation
-1.62%
-$5,408 
BN Brookfield Corporation
-1.58%
-$4,900.5 
ASIX AdvanSix Inc.
-1.57%
-$2,775.5 
LKQ LKQ Corporation
-1.49%
-$12,996 
UAA Under Armour Inc.
-1.47%
-$1,425 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.35%
-$6,854.25 
LEG Leggett & Platt, Inc.
-1.29%
-$3,036 
AMZN Amazon.com Inc
-1.26%
-$298,909.44 
RTX RTX Corporation
-1.17%
-$4,663.2 
SMG Scotts Miracle-Gro Co.
-1.03%
-$3,364 
DVN Devon Energy Corporation
-0.99%
-$8,500 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.9%
-$2,227.05 
CVX Chevron Corporation
-0.89%
-$11,227.87 
MLR Miller Industries Inc.
-0.84%
-$2,024 
NEE NextEra Energy, Inc.
-0.81%
-$10,720 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$193,446.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.7%
-$10,229.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.7%
-$1,678.74 
ED Consolidated Edison, Inc.
-0.64%
-$3,672 
PNC The PNC Financial Services Group, Inc.
-0.64%
-$9,300 
XOM Exxon Mobil Corporation
-0.55%
-$10,603.93 
PKG Packaging Corporation of America
-0.49%
-$1,392 
IVV iShares Core S&P 500 ETF
-0.47%
-$5,455.92 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$1.02M 
VOO Vanguard S&P 500 ETF
-0.46%
-$21,917.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.44%
-$1,674.62 
LSTR Landstar System Inc.
-0.4%
-$1,200.6 
GPC Genuine Parts Company
-0.37%
-$3,225.42 
VUG Vanguard Growth ETF
-0.36%
-$948.47 
IWM iShares Russell 2000 ETF
-0.35%
-$1,212 
ASB Associated Banc-Corp
-0.33%
-$700 
USB U.S. Bancorp
-0.26%
-$640 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.26%
-$4,865.54 
MBB iShares MBS ETF
-0.17%
-$415.52 
GPRK GeoPark Ltd.
-0.17%
-$650.3 
DAL Delta Air Lines, Inc.
-0.12%
-$1,770 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.12%
-$3,380 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$547.47 
IUSB iShares Core Universal USD Bond ETF
-0.09%
-$707.48 
MUB iShares National Muni Bond ETF
-0.06%
-$2,016.17 
CMF iShares California Muni Bond ETF
-0.05%
-$339 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.05%
-$210.68 
GOVT iShares U.S. Treasury Bond ETF
-0.04%
-$109.48 
JHG Janus Henderson Group plc
-0.04%
-$105.22 
TMHC Taylor Morrison Home Corporation
-0.03%
-$139.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$454.24 Events
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Dividends
Dividend Analysis
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| Trades 484 | Longs Won 265/484 54% | Profit Factor 3.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.03M |
| Average Win $610,553.83 | Best Trade (Aug 14) $39.86M | Sharpe Ratio -11.18 |
| Average Loss -$198,671.56 | Worst Trade (Sep 30) -$9.07M | Z-Score 0.71 (51.97%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 6d | Expectancy $244,396.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.12% |
| Consecutive Losing Trades | 2,703 | 2,432 | 2,162 | 1,892 | 1,622 | 1,351 | 1,081 | 811 | 541 | 270 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 94,733 | $19.27M | $31.55M | - | $12.28M | 63.71% | +0.244% |
| ABBV AbbVie Inc. | 3,600 | $915,516 | $942,120 | - | $26,604 | 2.91% | +1.781% |
| ADI Analog Devices, Inc. | 4,817 | $1.91M | $1.74M | - | -$174,134.6 | -9.1% | -4.689% |
| AFL Aflac Inc. | 18,800 | $2.2M | $2.2M | - | -$4,888 | -0.22% | +1.488% |
| AGX Argan Inc. | 2,445 | $1.94M | $960,053.7 | - | -$975,310.5 | -50.39% | -5.095% |
| AIG American International Group Inc. | 5,155 | $448,175.7 | $393,223.4 | - | -$54,952.3 | -12.26% | +1.261% |
| AIZ Assurant Inc. | 5,100 | $1.37M | $1.44M | - | $77,545.5 | 5.67% | +0.257% |
| ALL Allstate Corporation | 6,000 | $1.43M | $1.55M | - | $123,120 | 8.62% | +1.872% |
| AMAT Applied Materials, Inc. | 11,026 | $7.97M | $4.68M | - | -$3.29M | -41.33% | -7.071% |
| AMZN Amazon.com Inc | 92,256 | $16.41M | $23.39M | - | $6.98M | 42.57% | -1.262% |
| AON Aon plc | 3,355 | $1.11M | $1.05M | - | -$67,703.9 | -6.08% | +2.914% |
| APP AppLovin Corporation Class A Common Stock | 590 | $234,820 | $197,201.6 | - | -$37,618.4 | -16.02% | +3.173% |
| ASB Associated Banc-Corp | 7,000 | $193,130 | $209,580 | - | $16,450 | 8.52% | -0.333% |
| ASIX AdvanSix Inc. | 10,675 | $212,219 | $174,429.5 | - | -$37,789.5 | -17.81% | -1.566% |
| AVGO Broadcom Inc. | 12,054 | $3.45M | $4.16M | - | $704,982.58 | 20.43% | -4.771% |
| AVT Avnet Inc. | 11,210 | $1.02M | $1.04M | - | $17,151.3 | 1.68% | -7.317% |
| AXP American Express Company | 5,635 | $1.91M | $1.85M | - | -$58,660.35 | -3.08% | +0.97% |
| BAC Bank of America Corporation | 76,674 | $3.2M | $4.56M | - | $1.36M | 42.37% | -5.144% |
| BMY Bristol-Myers Squibb Company | 12,000 | $691,440 | $769,200 | - | $77,760 | 11.25% | +0.723% |
| BN Brookfield Corporation | 8,100 | $344,979 | $304,681.5 | - | -$40,297.5 | -11.68% | -1.583% |
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FAQ
Which stocks have generated the highest profits for Beatriz Gutierrez Junco?
The largest contributions to the portfolio's profits come from the following stocks: Walmart Inc - $5.07M, SPDR S&P 500 ETF Trust - $5.03M, NVIDIA Corporation - $4.39M, Invesco QQQ Trust, Series 1 - $1.06M, and Royal Caribbean Group - $547,250. 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: Alphabet Inc - $10.45M, Alphabet Inc - $1.77M, The Walt Disney Company - $1.5M, Meta Platforms Inc Class A - $1.2M, and Moderna, Inc - $1.15M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Beatriz Gutierrez Junco's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.79M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $6.53M, Microsoft Corp - $389,512.35, iShares iBoxx $ Investment Grade Corporate Bond ETF - $361,339.94, Janus Henderson B-BBB CLO ETF - $323,669.3, and Apple Inc - $306,627.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Beatriz Gutierrez Junco's monthly returns?
Beatriz Gutierrez Junco'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 Beatriz Gutierrez Junco's strategy be considered aggressive or moderate?
Beatriz Gutierrez Junco's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Beatriz Gutierrez Junco's strategy?
Beatriz Gutierrez Junco'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.
