Timothy J. Landolt

Timothy J. Landolt Portfolio

Invests via Endowment Wealth Management Inc. | Managed by Robert L. Riedl, Prateek Mehrotra
Invests via Endowment Wealth Management Inc.
Managed by Robert L. Riedl, Prateek Mehrotra
Automatically Tracked
Tracking: 0 Updated: Oct 23 at 04:02 PM
Timothy J. Landolt Profile

Timothy J. Landolt has established himself as a prominent figure in the financial services sector, particularly known for his leadership roles within innovative investment firms. His extensive experience encompasses operational management and strategic oversight, which have been pivotal in driving growth initiatives and enhancing client service platforms. Having navigated through diverse market conditions, he combines keen industry insight with an entrepreneurial mindset to support organizations in adapting to evolving economic landscapes. As a seasoned executive, Timothy continues to influence practices that define excellence in asset management and drive competitive advantage.

Timothy J. Landolt has established himself as a prominent figure in the financial services sector, particularly known for his leadership roles within innovative investment firms. His extensive experience encompasses operational management and strategic oversight, which have been pivotal in driving growth initiatives and enhancing client service platforms. Having navigated through diverse market conditions, he combines keen industry insight with an entrepreneurial mindset to support organizations in adapting to evolving economic landscapes. As a seasoned executive, Timothy continues to influence practices that define excellence in asset management and drive competitive advantage.

Investment Philosophy & Strategy

Growth opportunities in the evolving financial landscape attract attention from seasoned executives like Timothy J. Landolt. His strategic thinking, shaped by extensive operational management experience, prioritizes innovation and client engagement. By leveraging industry insights gained through diverse market conditions, he focuses on cultivating sustainable growth initiatives tailored to dynamic investor needs. This entrepreneurial mindset not only enhances competitive positioning but also fosters adaptability within firms navigating transitional economic phases.

Growth opportunities in the evolving financial landscape attract attention from seasoned executives like Timothy J. Landolt. His strategic thinking, shaped by extensive operational management experience, prioritizes innovation and client engagement. By leveraging industry insights gained through diverse market conditions, he focuses on cultivating sustainable growth initiatives tailored to dynamic investor needs. This entrepreneurial mindset not only enhances competitive positioning but also fosters adaptability within firms navigating transitional economic phases.

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:
75.57%
Gain -0.19%
Monthly
0.68%
Yearly
8.51%
Drawdown
21.59%
$257.77M
Equity
Holdings
$257.77M
Investment
$228.24M
$40.27M
Profit -$204,556.29
Realized
$10.73M
Unrealized
$29.54M
Dividends
$18.59M

Goals

Avg. 54.5% completed goals
Yearly
Gain > 5%
2026
9%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$204,556.29
Win %
62%
This Week
Compared To Last Week
Gain
0.23%
Profit
$593,088.3
Win %
62%
This Month
Compared to last month
Gain
-0.39%
Profit
-$998,557.6
Win %
62%
This Year
Compared to last year
Gain
0.47%
Profit
$1.21M
Win %
62%
First Trust Nasdaq Cybersecurity ETF logo
CIBR First Trust Nasdaq Cybersecurity ETF
+2.8%
+$41,273.28
Chevron Corporation logo
CVX Chevron Corporation
+2.78%
+$12,594.78
iShares U.S. Oil & Gas Exploration & Production ETF logo
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+2.75%
+$24,493.66
Advanced Micro Devices Inc. logo
AMD Advanced Micro Devices Inc.
+2.7%
+$10,864.39
Kinder Morgan Inc. logo
KMI Kinder Morgan Inc.
+2.68%
+$6,073.45
Global X MLP & Energy Infrastructure ETF logo
MLPX Global X MLP & Energy Infrastructure ETF
+2.46%
+$7,657.62
Shell plc American Depositary Shares (Each representing two Ordinary shares) logo
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.22%
+$6,612.9
Telefonaktiebolaget LM Ericsson Sponsored ADR logo
ERIC Telefonaktiebolaget LM Ericsson Sponsored ADR
+2.12%
+$2,201.76
Texas Instruments Inc. logo
TXN Texas Instruments Inc.
+2.08%
+$8,732.43
First Trust Cloud Computing ETF logo
SKYY First Trust Cloud Computing ETF
+1.95%
+$20,656.22
Amphenol Corp. Class A Common Stock logo
APH Amphenol Corp. Class A Common Stock
+1.94%
+$11,665.26
Alerian MLP ETF logo
AMLP Alerian MLP ETF
+1.92%
+$12,873.05
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+1.85%
+$6,429.16
Oracle Corporation logo
ORCL Oracle Corporation
+1.72%
+$4,164.48
Roundhill Generative AI & Technology ETF logo
CHAT Roundhill Generative AI & Technology ETF
+1.62%
+$14,226.52
VanEck Semiconductor ETF logo
SMH VanEck Semiconductor ETF
+1.62%
+$19,858.94
iShares A.I. Innovation and Tech Active ETF logo
BAI iShares A.I. Innovation and Tech Active ETF
+1.54%
+$4,872.58
Global X MLP ETF logo
MLPA Global X MLP ETF
+1.51%
+$11,220.1
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF logo
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.5%
+$9,788.7
Ready Capital Corporation logo
RC Ready Capital Corporation
+1.49%
+$377.44
Pacer Data & Infrastructure Real Estate ETF logo
SRVR Pacer Data & Infrastructure Real Estate ETF
+1.4%
+$2,912.32
Firefly Aerospace Inc. logo
FLY Firefly Aerospace Inc.
+1.31%
+$7,202.22
Global X Robotics & Artificial Intelligence ETF logo
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.24%
+$9,531.67
ASML Holding N.V. NY Registered Shares logo
ASML ASML Holding N.V. NY Registered Shares
+1.18%
+$3,989.51
Recursion Pharmaceuticals, Inc. Class A Common Stock logo
RXRX Recursion Pharmaceuticals, Inc. Class A Common Stock
+1.17%
+$522.91
JPMorgan U.S. Tech Leaders ETF logo
JTEK JPMorgan U.S. Tech Leaders ETF
+1.12%
+$8,419.45
Humacyte Inc. logo
HUMA Humacyte Inc.
+1.09%
+$474.38
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
+1.06%
+$27,778.49
Fidelity MSCI Information Technology Index ETF logo
FTEC Fidelity MSCI Information Technology Index ETF
+0.99%
+$2,254.82
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.94%
+$5,902.46
Phillips 66 logo
PSX Phillips 66
+0.79%
+$3,185.28
Microsoft Corporation Common Stock logo
MSFT Microsoft Corporation Common Stock
+0.78%
+$22,304.56
iMGP DBi Managed Futures Strategy ETF logo
DBMF iMGP DBi Managed Futures Strategy ETF
+0.77%
+$1,850.25
Invesco S&P 500 Momentum ETF logo
SPMO Invesco S&P 500 Momentum ETF
+0.73%
+$67,904.86
Global X Artificial Intelligence & Technology ETF logo
AIQ Global X Artificial Intelligence & Technology ETF
+0.71%
+$9,037.6
First Trust North American Energy Infrastructure Fund logo
EMLP First Trust North American Energy Infrastructure Fund
+0.61%
+$1,808.89
AMETEK, Inc. logo
AME AMETEK, Inc.
+0.59%
+$1,713.14
Invesco NASDAQ 100 ETF logo
QQQM Invesco NASDAQ 100 ETF
+0.55%
+$4,833.63
iShares MSCI Emerging Markets ETF logo
EEM iShares MSCI Emerging Markets ETF
+0.5%
+$2,739.16
WisdomTree Managed Futures Strategy Fund logo
WTMF WisdomTree Managed Futures Strategy Fund
+0.39%
+$2,903.34
State Street SPDR S&P Kensho Final Frontiers ETF logo
ROKT State Street SPDR S&P Kensho Final Frontiers ETF
+0.36%
+$2,302.89
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+0.36%
+$13,711.68
First Trust NASDAQ Technology Dividend Index Fund logo
TDIV First Trust NASDAQ Technology Dividend Index Fund
+0.32%
+$2,771.08
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.31%
+$25,492.21
Circle Internet Group, Inc. Class A logo
CRCL Circle Internet Group, Inc. Class A
+0.27%
+$13,496.05
Fidelity Wise Origin Bitcoin Fund logo
FBTC Fidelity Wise Origin Bitcoin Fund
+0.23%
+$1,712.96
First Trust Multi-Asset Diversified Income Index Fund logo
MDIV First Trust Multi-Asset Diversified Income Index Fund
+0.22%
+$1,606.89
Airship AI Holdings, Inc. logo
AISP Airship AI Holdings, Inc.
+0.19%
+$40
Invesco Global ex-US High Yield Corporate Bond ETF logo
PGHY Invesco Global ex-US High Yield Corporate Bond ETF
+0.13%
+$350.57
Vanguard Global ex-U.S. Real Estate ETF logo
VNQI Vanguard Global ex-U.S. Real Estate ETF
+0.13%
+$1,660.12
Motorola Solutions, Inc. logo
MSI Motorola Solutions, Inc.
+0.12%
+$355.93
Palantir Technologies Inc. Class A Common Stock logo
PLTR Palantir Technologies Inc. Class A Common Stock
+0.12%
+$1,095.75
CME Group Inc. Class A Common Stock logo
CME CME Group Inc. Class A Common Stock
+0.11%
+$348.94
Eaton Corporation plc logo
ETN Eaton Corporation plc
+0.1%
+$344.67
iShares MSCI Global Metals & Mining Producers ETF logo
PICK iShares MSCI Global Metals & Mining Producers ETF
+0.1%
+$443.13
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
+0.09%
+$1,055.92
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
+0.08%
+$201.76
iShares iBonds 2026 Term High Yield and Income ETF logo
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.07%
+$1,240.35
Definium Therapeutics Inc. logo
DFTX Definium Therapeutics Inc.
+0.06%
+$95.86
Vanguard Morningstar Growth ETF logo
VUG Vanguard Morningstar Growth ETF
+0.05%
+$124.48
iShares Core S&P U.S. Growth ETF logo
IUSG iShares Core S&P U.S. Growth ETF
+0.04%
+$2,954.88
State Street SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$180.39
First Trust Low Duration Opportunities ETF logo
LMBS First Trust Low Duration Opportunities ETF
+0.03%
+$889.2
iShares iBonds Dec 2026 Term Treasury ETF logo
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$397.17
Vanguard Total International Bond ETF logo
BNDX Vanguard Total International Bond ETF
+0.02%
+$154.08
iShares iBonds Dec 2026 Term Corporate ETF logo
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$392.55
Invesco Ultra Short Duration ETF logo
GSY Invesco Ultra Short Duration ETF
+0.01%
+$295.25
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Bloom Energy Corp. Class A Common Stock logo
BE Bloom Energy Corp. Class A Common Stock
-11.68%
-$28,925.28
AT&T Inc. logo
T AT&T Inc.
-5.61%
-$12,901.73
Coherus Oncology, Inc. logo
CHRS Coherus Oncology, Inc.
-4.12%
-$498.86
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
-3.86%
-$11,034.9
Klarna Group plc logo
KLAR Klarna Group plc
-2.8%
-$3,941.24
The Hershey Company Common Stock logo
HSY The Hershey Company Common Stock
-2.78%
-$6,440.13
The Procter & Gamble Company logo
PG The Procter & Gamble Company
-2.62%
-$6,572.94
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
-2.31%
-$7,448.84
Moody's Corporation logo
MCO Moody's Corporation
-2.15%
-$6,109.45
Mastercard Inc. Class A Common Stock logo
MA Mastercard Inc. Class A Common Stock
-1.99%
-$7,483.67
Kontoor Brands Inc. logo
KTB Kontoor Brands Inc.
-1.96%
-$5,723.32
Uber Technologies Inc. logo
UBER Uber Technologies Inc.
-1.96%
-$13,760.55
Eli Lilly and Company logo
LLY Eli Lilly and Company
-1.95%
-$20,584.96
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
-1.94%
-$6,235.08
RTX Corporation logo
RTX RTX Corporation
-1.92%
-$6,390.6
iShares MSCI India ETF logo
INDA iShares MSCI India ETF
-1.83%
-$30,979.97
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
-1.64%
-$7,408.36
Union Pacific Corp. logo
UNP Union Pacific Corp.
-1.63%
-$3,776.22
Alibaba Group Holding Ltd. ADR logo
BABA Alibaba Group Holding Ltd. ADR
-1.55%
-$3,446.1
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-1.52%
-$3,987.14
Visa Inc. Class A logo
V Visa Inc. Class A
-1.45%
-$5,395.5
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
-1.32%
-$2,985.71
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-1.29%
-$7,209.47
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-1.25%
-$4,547.3
Ambev S.A. ADR logo
ABEV Ambev S.A. ADR
-1.2%
-$587.36
CION Investment Corporation logo
CION CION Investment Corporation
-1.15%
-$5,137.73
Casey's General Stores, Inc. logo
CASY Casey's General Stores, Inc.
-1.12%
-$2,686.71
Costco Wholesale Corp logo
COST Costco Wholesale Corp
-1.12%
-$2,881.68
State Street SPDR S&P Biotech ETF logo
XBI State Street SPDR S&P Biotech ETF
-1.1%
-$10,703.03
Invesco KBW High Dividend Yield Financial ETF logo
KBWD Invesco KBW High Dividend Yield Financial ETF
-1%
-$5,509.24
VanEck BDC Income ETF logo
BIZD VanEck BDC Income ETF
-0.95%
-$3,888.61
WEC Energy Group Inc. logo
WEC WEC Energy Group Inc.
-0.92%
-$1,871.51
VanEck Morningstar Wide Moat ETF logo
MOAT VanEck Morningstar Wide Moat ETF
-0.91%
-$18,407.13
Coupang, Inc. Class A Common Stock logo
CPNG Coupang, Inc. Class A Common Stock
-0.86%
-$2,175.84
Amgen Inc. Common Stock logo
AMGN Amgen Inc. Common Stock
-0.85%
-$2,307.28
Carrier Global Corp. logo
CARR Carrier Global Corp.
-0.84%
-$2,211.6
iShares Micro-Cap ETF logo
IWC iShares Micro-Cap ETF
-0.68%
-$14,020.27
U.S. Bancorp logo
USB U.S. Bancorp
-0.68%
-$1,454.76
Medtronic plc logo
MDT Medtronic plc
-0.62%
-$1,761.6
Philip Morris International Inc. logo
PM Philip Morris International Inc.
-0.61%
-$1,387.57
iShares Core Dividend Growth ETF logo
DGRO iShares Core Dividend Growth ETF
-0.61%
-$37,084.67
Pacer US Cash Cows 100 ETF logo
COWZ Pacer US Cash Cows 100 ETF
-0.59%
-$62,109.93
iShares Gold Trust logo
IAU iShares Gold Trust
-0.58%
-$3,421.44
Global X U.S. Infrastructure Development ETF logo
PAVE Global X U.S. Infrastructure Development ETF
-0.56%
-$1,703.75
abrdn Physical Precious Metals Basket Shares ETF logo
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.54%
-$2,010.4
iShares Biotechnology ETF logo
IBB iShares Biotechnology ETF
-0.51%
-$6,117.77
Pacer US Small Cap Cash Cows ETF logo
CALF Pacer US Small Cap Cash Cows ETF
-0.51%
-$11,584.06
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.49%
-$1,285.99
Plexus Corp. logo
PLXS Plexus Corp.
-0.49%
-$1,442.88
iShares Core MSCI Europe ETF logo
IEUR iShares Core MSCI Europe ETF
-0.49%
-$2,207.52
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.48%
-$2,480.5
West Pharmaceutical Services Inc. logo
WST West Pharmaceutical Services Inc.
-0.48%
-$25,025.48
JPMorgan Equity Premium Income ETF logo
JEPI JPMorgan Equity Premium Income ETF
-0.48%
-$2,396.62
Invesco CEF Income Composite ETF logo
PCEF Invesco CEF Income Composite ETF
-0.47%
-$2,296.44
BigBear.ai Holdings, Inc. logo
BBAI BigBear.ai Holdings, Inc.
-0.47%
-$121.7
Invesco S&P 500 Quality ETF logo
SPHQ Invesco S&P 500 Quality ETF
-0.45%
-$40,654.3
iShares MSCI EAFE Small-Cap ETF logo
SCZ iShares MSCI EAFE Small-Cap ETF
-0.45%
-$18,558.46
Blue Owl Technology Finance Corp. logo
OTF Blue Owl Technology Finance Corp.
-0.44%
-$969.12
iShares MSCI Eurozone ETF logo
EZU iShares MSCI Eurozone ETF
-0.41%
-$15,187.56
Global X Defense Tech ETF logo
SHLD Global X Defense Tech ETF
-0.41%
-$4,095.3
Netflix Inc. logo
NFLX Netflix Inc.
-0.4%
-$2,772.73
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
-0.39%
-$1,774.29
Tesla, Inc. logo
TSLA Tesla, Inc.
-0.39%
-$1,157.09
Amplify Blockchain Technology ETF logo
BLOK Amplify Blockchain Technology ETF
-0.38%
-$1,534.02
iShares Core MSCI International Developed Markets ETF logo
IDEV iShares Core MSCI International Developed Markets ETF
-0.37%
-$1,909.38
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-0.36%
-$24,969
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.36%
-$10,334.45
FlexShares STOXX Global Broad Infrastructure Index Fund logo
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.35%
-$2,317.5
iShares US & Intl High Yield Corp Bond ETF logo
GHYG iShares US & Intl High Yield Corp Bond ETF
-0.35%
-$3,225.15
iShares Mortgage Real Estate ETF logo
REM iShares Mortgage Real Estate ETF
-0.34%
-$683.28
iShares Core S&P U.S. Value ETF logo
IUSV iShares Core S&P U.S. Value ETF
-0.34%
-$5,186.61
Alphabet Inc logo
GOOGL Alphabet Inc
-0.32%
-$1,211.6
First Trust Emerging Markets Local Currency Bond ETF logo
FEMB First Trust Emerging Markets Local Currency Bond ETF
-0.32%
-$7,305.21
Lazard International Dynamic Equity ETF logo
IDEQ Lazard International Dynamic Equity ETF
-0.3%
-$11,365.9
Invesco Emerging Markets Sovereign Debt ETF logo
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.27%
-$4,263.87
iShares Global Timber & Forestry ETF logo
WOOD iShares Global Timber & Forestry ETF
-0.26%
-$1,508.85
Alphabet Inc logo
GOOG Alphabet Inc
-0.24%
-$667.26
PIMCO Active Bond Exchange-Traded Fund logo
BOND PIMCO Active Bond Exchange-Traded Fund
-0.21%
-$525.4
McKesson Corporation logo
MCK McKesson Corporation
-0.21%
-$801.81
Vanguard Total Bond Market ETF logo
BND Vanguard Total Bond Market ETF
-0.2%
-$3,737.81
iShares J.P. Morgan USD Emerging Markets Bond ETF logo
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.19%
-$1,423.97
Vista Gold Corp. logo
VGZ Vista Gold Corp.
-0.19%
-$62.5
First Trust Preferred Securities and Income ETF logo
FPE First Trust Preferred Securities and Income ETF
-0.18%
-$313.2
NYLI Hedge Multi-Strategy Tracker ETF logo
QAI NYLI Hedge Multi-Strategy Tracker ETF
-0.17%
-$13,033.44
First Trust Senior Loan Fund logo
FTSL First Trust Senior Loan Fund
-0.16%
-$2,746.24
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$537
iShares 7-10 Year Treasury Bond ETF logo
IEF iShares 7-10 Year Treasury Bond ETF
-0.15%
-$537.04
WisdomTree Emerging Markets High Dividend Fund logo
DEM WisdomTree Emerging Markets High Dividend Fund
-0.15%
-$5,984.72
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.15%
-$434.55
SPDR Bloomberg Short Term High Yield Bond ETF logo
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.14%
-$372.44
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.14%
-$558.72
iShares 0-5 Year High Yield Corporate Bond ETF logo
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.13%
-$3,856.22
Vanguard Total World Stock ETF logo
VT Vanguard Total World Stock ETF
-0.13%
-$6,576.36
Invesco Variable Rate Preferred ETF logo
VRP Invesco Variable Rate Preferred ETF
-0.13%
-$457.59
State Street Blackstone Senior Loan ETF logo
SRLN State Street Blackstone Senior Loan ETF
-0.12%
-$384.8
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.12%
-$5,506.15
State Street DoubleLine Total Return Tactical ETF logo
TOTL State Street DoubleLine Total Return Tactical ETF
-0.12%
-$317.88
State Street SPDR S&P 500 ETF Trust logo
SPY State Street SPDR S&P 500 ETF Trust
-0.12%
-$300.73
iShares 3-7 Year Treasury Bond ETF logo
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$3,312.48
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
-0.11%
-$714.34
SPDR Dow Jones Global Real Estate ETF logo
RWO SPDR Dow Jones Global Real Estate ETF
-0.11%
-$265.5
Vanguard Total Stock Market ETF logo
VTI Vanguard Total Stock Market ETF
-0.1%
-$11,783.39
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.1%
-$15,141.45
Apple Inc. logo
AAPL Apple Inc.
-0.08%
-$1,600.5
Vanguard Total World Bond ETF logo
BNDW Vanguard Total World Bond ETF
-0.06%
-$145.72
Nasdaq, Inc. Common Stock logo
NDAQ Nasdaq, Inc. Common Stock
-0.06%
-$181.44
VanEck Emerging Markets High Yield Bond ETF logo
HYEM VanEck Emerging Markets High Yield Bond ETF
-0.05%
-$125.07
Janus Henderson Securitized Income ETF logo
JSI Janus Henderson Securitized Income ETF
-0.04%
-$858.78
Invesco Global Listed Private Equity ETF logo
PSP Invesco Global Listed Private Equity ETF
-0.03%
-$4,366.9
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund logo
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.03%
-$74.59
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$1,446.59
AbbVie Inc. logo
ABBV AbbVie Inc.
-0.02%
-$209.64
iShares MSCI Emerging Markets Min Vol Factor ETF logo
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
-0.02%
-$95.37
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Dividends

Dividend Analysis

Yearly
$
Trades
2527
Longs Won
1490/2527 58%
Profit Factor
2.73
Profitability
Shorts Won
0/0 0%
Standard Deviation
$234,283.25
Average Win
$42,630.73
Best Trade
(Dec 31) $8.48M
Sharpe Ratio
-12.24
Average Loss
-$22,421.67
Worst Trade
(Oct 15) -$5.75M
Z-Score
-4.13 (100%)
Commissions
$0
Avg. Trade Length
1y 9m 4w 1d
Expectancy
$15,935.3
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 11,494 10,345 9,195 8,046 6,897 5,747 4,598 3,448 2,299 1,149
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Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
5,820 $1.02M $2.03M - $1.01M 98.54%
-0.079%
AbbVie Inc. logo
ABBV AbbVie Inc.
3,494 $621,254.85 $996,244.22 - $374,989.37 60.36%
-0.021%
Ambev S.A. ADR logo
ABEV Ambev S.A. ADR
14,684 $35,301.4 $48,383.78 - $13,082.38 37.06%
-1.199%
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
3,580 $354,655.49 $343,572.6 - -$11,082.89 -3.12%
-0.156%
Global X Artificial Intelligence & Technology ETF logo
AIQ Global X Artificial Intelligence & Technology ETF
20,540 $910,682.13 $1.28M - $373,273.27 40.99%
+0.709%
Airship AI Holdings, Inc. logo
AISP Airship AI Holdings, Inc.
10,000 $23,900 $21,540 - -$2,360 -9.87%
+0.186%
Advanced Micro Devices Inc. logo
AMD Advanced Micro Devices Inc.
791 $168,628 $412,637.01 - $244,009.01 144.7%
+2.704%
AMETEK, Inc. logo
AME AMETEK, Inc.
1,215 $260,447.4 $291,879.45 - $31,432.05 12.07%
+0.59%
Amgen Inc. Common Stock logo
AMGN Amgen Inc. Common Stock
604 $212,517.4 $267,849.84 - $55,332.44 26.04%
-0.854%
Alerian MLP ETF logo
AMLP Alerian MLP ETF
12,809 $488,262.32 $683,680.37 - $195,418.05 40.02%
+1.919%
Amazon.com Inc logo
AMZN Amazon.com Inc
2,050 $394,886.43 $510,798.5 - $115,912.07 29.35%
-0.483%
Amphenol Corp. Class A Common Stock logo
APH Amphenol Corp. Class A Common Stock
8,244 $363,395.52 $614,054.34 - $250,658.82 68.98%
+1.936%
ASML Holding N.V. NY Registered Shares logo
ASML ASML Holding N.V. NY Registered Shares
216 $231,089.76 $341,066.16 - $109,976.4 47.59%
+1.184%
Broadcom Inc. logo
AVGO Broadcom Inc.
1,948 $648,646.28 $635,573.96 - -$13,072.32 -2.02%
+0.937%
Alibaba Group Holding Ltd. ADR logo
BABA Alibaba Group Holding Ltd. ADR
2,188 $232,844.05 $219,336.06 - -$13,507.99 -5.8%
-1.547%
iShares A.I. Innovation and Tech Active ETF logo
BAI iShares A.I. Innovation and Tech Active ETF
7,859 $414,326.48 $320,175.66 - -$94,150.82 -22.72%
+1.545%
BigBear.ai Holdings, Inc. logo
BBAI BigBear.ai Holdings, Inc.
12,170 $44,663.9 $25,739.55 - -$18,924.35 -42.37%
-0.471%
Bloom Energy Corp. Class A Common Stock logo
BE Bloom Energy Corp. Class A Common Stock
1,137 $344,169.91 $218,679.21 - -$125,490.7 -36.46%
-11.682%
State Street SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
6,013 $550,852.87 $550,971.19 - $118.32 0.02%
+0.033%
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
12,988 $682,895.59 $657,907.14 - -$24,988.45 -3.66%
-0.108%
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FAQ
Which stocks have generated the highest profits for Timothy J. Landolt?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc. Class A Common Stock - $8.66M, Invesco Global Listed Private Equity ETF - $2.75M, FS KKR Capital Corp - $988,564.46, iShares Core S&P U.S. Value ETF - $969,345.77, and Vanguard Russell 1000 ETF - $958,574.86. 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: Circle Internet Group, Inc. Class A - $4.34M, West Pharmaceutical Services Inc - $374,545.68, Coupang, Inc. Class A Common Stock - $358,203.26, WisdomTree New Economy Real Estate Fund - $206,096.8, and iShares Emerging Markets Dividend ETF - $155,252. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy J. Landolt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.59M earned over time. The largest contributors to dividend income include Invesco Global Listed Private Equity ETF - $2.34M, FS KKR Capital Corp - $940,317.47, NYLI Hedge Multi-Strategy Tracker ETF - $606,821.3, iShares Core MSCI EAFE ETF - $516,574.76, and iShares 0-5 Year High Yield Corporate Bond ETF - $460,031.82. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy J. Landolt's monthly returns?
Timothy J. Landolt'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 Timothy J. Landolt's strategy be considered aggressive or moderate?
Timothy J. Landolt'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 Timothy J. Landolt's strategy?
Timothy J. Landolt'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