Loyd Stegent Portfolio
Invests via Stegent Equity Advisors Inc. | Managed by Loyd J. Stegent, Audrey E. Petrash
Invests via Stegent Equity Advisors Inc.
Managed by Loyd J. Stegent, Audrey E. Petrash
Automatically Tracked
Loyd Stegent Profile
Loyd Stegent is a seasoned entrepreneur and business leader with extensive experience in technology commercialization. His career showcases a commitment to transforming innovative concepts into viable market solutions, leveraging deep sector knowledge within the tech industry. Over the years, he has successfully founded and scaled multiple startups that address critical needs in software development and digital transformation services. Known for his ability to navigate complex challenges, Loyd plays an influential role in shaping strategies that drive sustainable growth and foster operational excellence among his ventures. He is well-regarded for his insights into market dynamics and evolving consumer trends.
Loyd Stegent is a seasoned entrepreneur and business leader with extensive experience in technology commercialization. His career showcases a commitment to transforming innovative concepts into viable market solutions, leveraging deep sector knowledge within the tech industry. Over the years, he has successfully founded and scaled multiple startups that address critical needs in software development and digital transformation services. Known for his ability to navigate complex challenges, Loyd plays an influential role in shaping strategies that drive sustainable growth and foster operational excellence among his ventures. He is well-regarded for his insights into market dynamics and evolving consumer trends.
Investment Philosophy & Strategy
Through a lens of innovation, Loyd Stegent adeptly identifies gaps within the technology landscape that invite entrepreneurial opportunities. His strategies prioritize market-driven solutions that harness cutting-edge advancements in software and digital transformation. With an emphasis on scalability, his ventures are not just products but platforms aimed at enduring relevance and growth potential. Each initiative reflects his robust understanding of consumer behavior alongside competitive trends, which positions him advantageously against industry peers. The proactive approach he employs fosters operational efficiencies while propelling startups toward achieving substantial impact in their respective sectors.
Through a lens of innovation, Loyd Stegent adeptly identifies gaps within the technology landscape that invite entrepreneurial opportunities. His strategies prioritize market-driven solutions that harness cutting-edge advancements in software and digital transformation. With an emphasis on scalability, his ventures are not just products but platforms aimed at enduring relevance and growth potential. Each initiative reflects his robust understanding of consumer behavior alongside competitive trends, which positions him advantageously against industry peers. The proactive approach he employs fosters operational efficiencies while propelling startups toward achieving substantial impact in their respective sectors.
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:
52.76%
Gain +1.44%
Monthly
0.55%
Yearly
6.78%
Drawdown
15.99%
$139.87M
Equity
Holdings
$139.87M
Investment
$112.23M
$26.86M
Profit +$1.42M
Realized
-$772,508.51
Unrealized
$27.64M
Dividends
$10.91M
Goals
Avg. 82.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.44%
Profit
$1.42M
Win %
81%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$765,313.86
Win %
81%
This Month
Compared to last month
Gain
-0.15%
Profit
-$215,086.95
Win %
81%
This Year
Compared to last year
Gain
3.25%
Profit
$4.41M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$51,341.83 
GOOG Alphabet Inc
+6.88%
+$38,199.11 
GOOGL Alphabet Inc
+6.73%
+$102,530.61 
MSFT Microsoft Corp.
+3.02%
+$27,784.78 
NVDA NVIDIA Corporation
+2.93%
+$12,002.43 
EOG EOG Resources, Inc.
+2.19%
+$5,256.56 
PSA Public Storage Common Stock
+2.12%
+$9,172.8 
TPL Texas Pacific Land Corporation
+2.11%
+$35,269.18 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$45,720.68 
BWXT Bwx Technologies Inc.
+1.88%
+$4,366.44 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$45,720.79 
CHRD Chord Energy Corp
+1.54%
+$14,709.78 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$35,449.64 
HPQ HP Inc.
+1.53%
+$3,939.69 
LMT Lockheed Martin Corporation
+1.5%
+$5,920.18 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$8,802.57 
NOC Northrop Grumman Corporation
+1.43%
+$11,803.61 
PWR Quanta Services Inc.
+1.43%
+$14,585.92 
KLAC KLA Corporation
+1.38%
+$3,045.28 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.37%
+$13,515.02 
COP ConocoPhillips
+1.22%
+$22,215.47 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$23,736.34 
VDE Vanguard Energy ETF
+1.02%
+$36,754.12 
FLCG Federated Hermes MDT Large Cap Growth ETF
+0.93%
+$24,264.63 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$12,678.41 
GQQQ Astoria US Quality Growth Kings ETF
+0.72%
+$29,184.75 
AGIX KraneShares AI and Tech ETF
+0.71%
+$13,089.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$15,286.9 
QTUM Defiance Quantum ETF
+0.67%
+$11,164.38 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.63%
+$1,526.84 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.63%
+$9,488.88 
PTNQ Pacer Trendpilot 100 ETF
+0.62%
+$1,640.06 
MO Altria Group, Inc.
+0.57%
+$2,634.45 
DRNZ REX Drone ETF
+0.56%
+$1,055.64 
TDAQ TappAlpha Innovation 100 Growth & Daily Income ETF
+0.54%
+$18,135.59 
PSX Phillips 66
+0.51%
+$8,195.97 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.47%
+$1,052.33 
FMKT The Free Markets ETF
+0.42%
+$3,684.14 
AVGO Broadcom Inc.
+0.37%
+$3,451.68 
PG Procter & Gamble Co
+0.37%
+$2,068.59 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$3,198.56 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,491.72 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$15,142.72 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,533.87 
VIV Telefonica Brasil S.A. ADR
+0.31%
+$4,196.32 
BUFF Innovator Laddered Allocation Fund
+0.27%
+$904.4 
VT Vanguard Total World Stock ETF
+0.26%
+$651.08 
CME CME Group Inc.
+0.21%
+$577.42 
JNJ Johnson & Johnson
+0.21%
+$518.87 
FIW First Trust Water ETF
+0.2%
+$2,154.46 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$6,203.99 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$477.05 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$1,084.5 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$1,455.1 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$3,069.4 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$2,995.65 
BDX Becton, Dickinson and Company
+0.1%
+$251.94 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$214.74 
WMT Walmart Inc.
+0.09%
+$503.91 
FEGE First Eagle Global Equity ETF
+0.08%
+$527.96 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$149.49 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,158.44 
ILMN Illumina, Inc.
+0.01%
+$17.89 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 LENS
LENS
0%
$0 G200
G2004J103
0%
$0 
AAPL Apple Inc.
-7.35%
-$228,428.32 
WPM Wheaton Precious Metals Corp.
-3.84%
-$11,749.35 
FNV Franco-Nevada Corporation
-3.81%
-$17,251.36 
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF
-3.13%
-$148,228.6 
ABBV AbbVie Inc.
-2.51%
-$44,435.96 
SETM Sprott Critical Materials ETF
-2.3%
-$78,220.49 
PAAS Pan American Silver Corp.
-2.09%
-$5,839.23 
IBB iShares Biotechnology ETF
-1.87%
-$39,394.46 
URNM Sprott Uranium Miners ETF
-1.78%
-$50,185.52 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$6,386.64 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$50,043.84 
IAU iShares Gold Trust
-1.46%
-$8,850.16 
NVS Novartis AG Sponsored ADR
-1.45%
-$5,951.74 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$16,236.36 
HSY The Hershey Company
-1.23%
-$8,922.73 
WRB W.R. Berkley Corporation
-1.15%
-$14,192.64 
TKO Tko Group Holdings Inc.
-1.09%
-$3,320 
TXN Texas Instruments Inc
-1.08%
-$2,899.22 
SMOT VanEck Morningstar SMID Moat ETF
-1.03%
-$3,939.69 
INTC Intel Corporation
-1.02%
-$8,299.32 
KO The Coca-Cola Company
-1.02%
-$7,358.4 
XOM Exxon Mobil Corporation
-0.97%
-$5,890.5 
PYPL PayPal Holdings Inc
-0.76%
-$2,104.96 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$2,781.12 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$7,550.26 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$16,144.68 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$14,619.11 
LLY Eli Lilly and Company
-0.53%
-$1,054.36 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,081.19 
SPCI Tuttle Capital Space Industry Income Blast ETF
-0.48%
-$4,460.8 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$23,100.5 
KBWP Invesco KBW Property & Casualty Fund
-0.46%
-$2,816 
TRV The Travelers Companies, Inc.
-0.43%
-$2,365.13 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.43%
-$1,035 
VGT Vanguard Information Technology ETF
-0.38%
-$1,767.3 
TMUS T-Mobile US, Inc.
-0.36%
-$1,595.13 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$11,798.31 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
-0.3%
-$15,153.94 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$949.07 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$606.44 
AVMV Avantis U.S. Mid Cap Value ETF
-0.16%
-$548.6 
TIP iShares TIPS Bond ETF
-0.1%
-$251.46 
VIK Viking Holdings Ltd
-0.1%
-$412.4 
AKRE Akre Focus ETF
-0.09%
-$188.9 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$321.34 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$66.06 Events
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Dividends
Dividend Analysis
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| Trades 1424 | Longs Won 827/1424 58% | Profit Factor 1.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $157,883.06 |
| Average Win $69,038.04 | Best Trade (Sep 04) $2.98M | Sharpe Ratio -9.17 |
| Average Loss -$50,641.63 | Worst Trade (Jun 29) -$1.06M | Z-Score 1.42 (84.42%) |
| Commissions $0 | Avg. Trade Length 1y 2m | Expectancy $18,864.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,762 | 2,486 | 2,210 | 1,934 | 1,657 | 1,381 | 1,105 | 829 | 552 | 276 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,316 | $1.9M | $2.88M | - | $974,555.98 | 51.2% | -7.354% |
| ABBV AbbVie Inc. | 6,868 | $1.57M | $1.72M | - | $154,186.6 | 9.83% | -2.513% |
| AGIX KraneShares AI and Tech ETF | 43,631 | $2.01M | $1.85M | - | -$164,925.18 | -8.2% | +0.714% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 24,984 | $1.6M | $2.92M | - | $1.33M | 82.86% | +1.588% |
| AKRE Akre Focus ETF | 3,778 | $200,951.82 | $217,197.22 | - | $16,245.4 | 8.08% | -0.087% |
| AMZN Amazon.com Inc | 1,423 | $287,465.4 | $386,458.33 | - | $98,992.93 | 34.44% | +15.321% |
| AVDV Avantis International Small Cap Value ETF | 46,201 | $3.88M | $4.83M | - | $956,729.53 | 24.67% | -0.476% |
| AVGO Broadcom Inc. | 2,397 | $790,794.27 | $933,104.16 | - | $142,309.89 | 18% | +0.371% |
| AVLV Avantis U.S. Large Cap Value ETF | 11,193 | $876,155.13 | $1.03M | - | $155,391.75 | 17.74% | +0.141% |
| AVMV Avantis U.S. Mid Cap Value ETF | 4,220 | $275,903.6 | $343,381.4 | - | $67,477.8 | 24.46% | -0.16% |
| AVUV Avantis U.S. Small Cap Value ETF | 28,961 | $2.7M | $3.63M | - | $930,877.9 | 34.51% | +0.032% |
| BALT Inn Defined Wealth Shield Mutual Fund | 18,075 | $603,191.31 | $622,503 | - | $19,311.69 | 3.2% | +0.175% |
| BDX Becton, Dickinson and Company | 1,482 | $281,611.64 | $245,448.84 | - | -$36,162.8 | -12.84% | +0.103% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 4,983 | $456,642.12 | $456,841.44 | - | $199.32 | 0.04% | +0.033% |
| BRK-B Berkshire Hathaway Inc. | 802 | $376,480.71 | $410,255.08 | - | $33,774.37 | 8.97% | +0.365% |
| BTI British American Tobacco p.l.c. ADR | 6,141 | $330,211.59 | $372,451.65 | - | $42,240.06 | 12.79% | -1.686% |
| BUFF Innovator Laddered Allocation Fund | 6,460 | $232,139.02 | $342,250.8 | - | $110,111.78 | 47.43% | +0.265% |
| BWXT Bwx Technologies Inc. | 1,404 | $287,103.96 | $236,854.8 | - | -$50,249.16 | -17.5% | +1.878% |
| CHRD Chord Energy Corp | 6,906 | $981,895.08 | $969,464.28 | - | -$12,430.8 | -1.27% | +1.541% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 25,260 | $2.14M | $2.32M | - | $183,429.3 | 8.59% | +2.011% |
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FAQ
Which stocks have generated the highest profits for Loyd Stegent?
The largest contributions to the portfolio's profits come from the following stocks: Texas Pacific Land Corporation - $3.06M, U.S. Global GO GOLD and Precious Metal Miners ETF - $2.06M, Avantis International Small Cap Value ETF - $1.66M, abrdn Physical Precious Metals Basket Shares ETF - $1.59M, and ProShares Bitcoin ETF - $1.12M. 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: ProShares UltraShort QQQ - $1.9M, Pacer Industrial Real Estate ETF - $1.31M, Novo Nordisk A/S Sponsored ADR - $1M, iShares MSCI Global Metals & Mining Producers ETF - $941,145.7, and ATAC Credit Rotation ETF - $729,105.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Loyd Stegent's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.91M earned over time. The largest contributors to dividend income include ProShares Bitcoin ETF - $1.07M, Quadratic Deflation ETF - $795,642.86, US Treasury 3 Month Bill ETF - $659,645.93, JPMorgan Equity Premium Income Fund - $514,846.69, and Avantis International Small Cap Value ETF - $431,676.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Loyd Stegent's monthly returns?
Loyd Stegent's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Loyd Stegent's strategy be considered aggressive or moderate?
Loyd Stegent's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Loyd Stegent's strategy?
Loyd Stegent's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
