Angela Pompian Portfolio
Invests via Sunpointe, LLC | Managed by Angela Pompian, Michael Pompian, Jack Dwyer
Invests via Sunpointe, LLC
Managed by Angela Pompian, Michael Pompian, Jack Dwyer
Automatically Tracked
Angela Pompian Profile
Veteran behavioral finance consultant and author who advises wealth managers on client decision-making, portfolio construction, and bias mitigation; Angela Pompian combines clinical psychology and investment practice to translate behavioral insights into advisor workflows and client segmentation. She is known for published work on behavioral-driven wealth management, training programs for RIAs and family offices, and frameworks for risk-capacity and suitability assessment. Market-facing strengths include behavioral due diligence, client communication strategies, and integrating psychology into asset-allocation processes, supporting advisory firms seeking higher client retention and outcomes.
Veteran behavioral finance consultant and author who advises wealth managers on client decision-making, portfolio construction, and bias mitigation; Angela Pompian combines clinical psychology and investment practice to translate behavioral insights into advisor workflows and client segmentation. She is known for published work on behavioral-driven wealth management, training programs for RIAs and family offices, and frameworks for risk-capacity and suitability assessment. Market-facing strengths include behavioral due diligence, client communication strategies, and integrating psychology into asset-allocation processes, supporting advisory firms seeking higher client retention and outcomes.
Investment Philosophy & Strategy
Blends behavioral finance with pragmatic portfolio construction, prioritizing client-specific risk capacity and decision architecture. Emphasizes segmentation, suitability, and communication to align behavioral profiles with strategic asset allocation, favoring diversified, low-turnover portfolios calibrated to emotional tolerance and life goals. Capital allocation stresses long-term horizons, loss-avoidance framing, risk-budgeting across buckets, and rule-based rebalancing to mitigate biases. Advises fiduciary managers to embed behavioral due diligence into selection, reporting, and governance, using training, quantitative risk tools, and structured client dialogues to improve adherence and outcomes.
Blends behavioral finance with pragmatic portfolio construction, prioritizing client-specific risk capacity and decision architecture. Emphasizes segmentation, suitability, and communication to align behavioral profiles with strategic asset allocation, favoring diversified, low-turnover portfolios calibrated to emotional tolerance and life goals. Capital allocation stresses long-term horizons, loss-avoidance framing, risk-budgeting across buckets, and rule-based rebalancing to mitigate biases. Advises fiduciary managers to embed behavioral due diligence into selection, reporting, and governance, using training, quantitative risk tools, and structured client dialogues to improve adherence and outcomes.
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:
94.83%
Gain -0.74%
Monthly
2.01%
Yearly
26.99%
Drawdown
24.15%
$350.74M
Equity
Holdings
$350.74M
Investment
$274.19M
$90.84M
Profit -$1.39M
Realized
$14.29M
Unrealized
$76.55M
Dividends
$9.27M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.74%
Profit
-$1.39M
Win %
75%
This Week
Compared To Last Week
Gain
-1.57%
Profit
-$5.59M
Win %
75%
This Month
Compared to last month
Gain
0.16%
Profit
$570,339.72
Win %
75%
This Year
Compared to last year
Gain
0.89%
Profit
$3.07M
Win %
73%
HONA Honeywell Aerospace Inc.
+3.77%
+$8,117.39 
EOG EOG Resources, Inc.
+3.07%
+$9,068.36 
TTE TotalEnergies SE
+2.76%
+$15,767.28 
BTI British American Tobacco p.l.c. ADR
+2.63%
+$10,941.87 
NGG National Grid plc Sponsored ADR
+2.59%
+$8,566.95 
MSI Motorola Solutions, Inc.
+2.43%
+$5,744.61 
FANG Diamondback Energy Inc
+2.41%
+$39,836.72 
APA APA Corporation
+2.37%
+$10,064.32 
LMT Lockheed Martin Corporation
+2.27%
+$7,296.23 
RTX RTX Corporation
+2.22%
+$13,744.8 
TRP TC Energy Corporation
+2.16%
+$6,114.6 
PEP PepsiCo, Inc.
+2.15%
+$8,172.36 
PM Philip Morris International Inc.
+2.12%
+$12,467.87 
UL Unilever PLC Sponsored American Depositary Receipt
+2.03%
+$4,790.67 
HAL Halliburton Company
+2.02%
+$4,684.93 
OKE ONEOK, Inc.
+1.86%
+$6,453.55 
CVX Chevron Corporation
+1.85%
+$21,459.08 
TJX The TJX Companies, Inc.
+1.85%
+$23,061.17 
NEM Newmont Corporation
+1.85%
+$59,673.9 
DVN Devon Energy Corporation
+1.83%
+$21,105 
SO The Southern Company
+1.8%
+$3,901.03 
OXY Occidental Petroleum Corporation
+1.8%
+$14,552.59 
WEC WEC Energy Group Inc.
+1.78%
+$6,750.18 
USB U.S. Bancorp
+1.76%
+$16,796.3 
MDLZ Mondelez International, Inc.
+1.73%
+$4,130.01 
AMT American Tower Corporation
+1.72%
+$5,662.5 
DUK Duke Energy Corporation
+1.64%
+$4,802.85 
C Citigroup Inc.
+1.58%
+$7,353.45 
CLF Cleveland-Cliffs Inc.
+1.56%
+$19,372.21 
JPM JPMorgan Chase & Co.
+1.46%
+$44,645.79 
GE General Electric Company
+1.43%
+$11,519.19 
NRG NRG Energy, Inc.
+1.42%
+$5,643.94 
WFC Wells Fargo & Company
+1.4%
+$17,082.45 
XOM Exxon Mobil Corporation
+1.38%
+$26,326.95 
KO The Coca-Cola Company
+1.37%
+$14,237.58 
MAR Marriott International Inc. - Class A
+1.35%
+$4,734.55 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
+1.3%
+$3,768.75 
COF Capital One Financial Corporation
+1.29%
+$4,802.37 
MO Altria Group, Inc.
+1.27%
+$2,738.22 
COST Costco Wholesale Corporation
+1.26%
+$7,613.75 
GM General Motors Company
+1.25%
+$3,619.35 
NEE NextEra Energy, Inc.
+1.25%
+$6,032.07 
MET MetLife Inc.
+1.24%
+$3,899.8 
PNC The PNC Financial Services Group, Inc.
+1.22%
+$6,488.21 
TFC Truist Financial Corporation
+1.21%
+$2,436.84 
HWM Howmet Aerospace Inc.
+1.2%
+$12,384.24 
AWK American Water Works Company, Inc.
+1.17%
+$3,745.58 
HD The Home Depot, Inc.
+1.17%
+$8,230.82 
ROST Ross Stores, Inc.
+1.15%
+$3,476.93 
BLK BlackRock, Inc.
+1.15%
+$6,254.81 
FE FirstEnergy Corp.
+1.12%
+$3,380.28 
MRK Merck & Co., Inc.
+1.11%
+$12,332.06 
LIN Linde plc
+1.1%
+$2,981.12 
WMB The Williams Companies, Inc.
+1.04%
+$1,946.16 
LOW Lowe's Companies Inc.
+1.02%
+$6,996.84 
PG Procter & Gamble Co
+0.96%
+$13,952.38 
VZ Verizon Communications Inc.
+0.96%
+$4,201.55 
ADI Analog Devices, Inc.
+0.95%
+$3,256.31 
LLY Eli Lilly and Company
+0.92%
+$14,645.41 
AAPL Apple Inc.
+0.92%
+$127,416.04 
CL Colgate-Palmolive Company
+0.9%
+$2,616.05 
TXN Texas Instruments Inc
+0.88%
+$2,561.14 
NAD Nuveen Quality Municipal Income Fund
+0.87%
+$3,717.36 
RCL Royal Caribbean Group
+0.87%
+$1,832.43 
SYK Stryker Corporation
+0.83%
+$2,191.51 
IGR CBRE Global Real Estate Income Fund
+0.76%
+$1,488.14 
FLV American Century Focused Large Cap Value ETF
+0.7%
+$29,414.18 
DBC Invesco DB Commodity Index Tracking Fund
+0.66%
+$7,021.08 
AVDV Avantis International Small Cap Value ETF
+0.64%
+$9,016.66 
HSBC HSBC Holdings plc Sponsored ADR
+0.62%
+$2,339.35 
PH Parker-Hannifin Corporation
+0.62%
+$7,849.92 
MID American Century Mid Cap Growth Impact ETF
+0.61%
+$30,600.29 
DIS The Walt Disney Company
+0.61%
+$2,795.18 
ABBV AbbVie Inc.
+0.6%
+$6,947.77 
V Visa Inc. Class A
+0.6%
+$7,353.6 
ASML ASML Holding N.V. New York Registry Shares
+0.6%
+$3,009.62 
T AT&T Inc.
+0.6%
+$1,606.08 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.59%
+$1,586.52 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$8,726.16 
PCAR PACCAR Inc.
+0.59%
+$3,339.05 
BRK-A Berkshire Hathaway Inc.
+0.58%
+$27,624.06 
RY Royal Bank of Canada
+0.58%
+$1,703.16 
WMT Walmart Inc.
+0.56%
+$9,536.1 
AMCR Amcor plc
+0.56%
+$1,490.09 
KMB Kimberly-Clark Corporation
+0.54%
+$1,113.05 
TD The Toronto-Dominion Bank
+0.52%
+$1,125 
BAC Bank of America Corporation
+0.5%
+$7,881.12 
AXP American Express Company
+0.49%
+$1,452.22 
VLO Valero Energy Corporation
+0.48%
+$8,369.96 
JNJ Johnson & Johnson
+0.46%
+$18,743.6 
PFE Pfizer Inc.
+0.44%
+$4,948.97 
XLF Financial Select Sector SPDR Fund
+0.42%
+$1,069.5 
EWC iShares MSCI Canada ETF
+0.41%
+$1,099.75 
BBCA JPMorgan BetaBuilders Canada ETF
+0.41%
+$2,478.42 
UTG Reaves Utility Income Fund
+0.4%
+$2,346.4 
AVDE Avantis International Equity ETF
+0.4%
+$10,743.36 
ADP Automatic Data Processing Inc.
+0.37%
+$3,342.95 
CME CME Group Inc.
+0.36%
+$1,229.56 
VNQ Vanguard Real Estate ETF
+0.36%
+$3,314.52 
AMGN Amgen Inc.
+0.36%
+$1,630.2 
CF CF Industries Holdings, Inc.
+0.36%
+$4,587.24 
NZF Nuveen Municipal Credit Income Fund
+0.36%
+$1,949.65 
GEV GE Vernova Inc.
+0.34%
+$1,707.39 
HBAN Huntington Bancshares Incorporated
+0.33%
+$1,017.65 
IEFA iShares Core MSCI EAFE ETF
+0.29%
+$1,673 
MPC Marathon Petroleum Corporation
+0.29%
+$1,920.73 
MCD McDonald's Corporation
+0.28%
+$1,417.95 
VTV Vanguard Value ETF
+0.28%
+$955.42 
RF Regions Financial Corporation
+0.28%
+$553.8 
TRV The Travelers Companies, Inc.
+0.28%
+$681.52 
FCX Freeport-McMoRan Inc.
+0.26%
+$2,880.57 
WM Waste Management, Inc.
+0.25%
+$2,770.32 
SNY Sanofi American Depositary Receipt
+0.24%
+$717.15 
KBWY Invesco KBW Premium Yield Equity Fund
+0.21%
+$507.32 
EWP iShares MSCI Spain ETF
+0.21%
+$515.87 
EFA iShares MSCI EAFE ETF
+0.21%
+$661.99 
FCT First Trust Senior Floating Rate Income Fund II
+0.21%
+$353.94 
NVDA NVIDIA Corporation
+0.18%
+$41,939.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.17%
+$2,763.45 
UBS UBS Group AG
+0.16%
+$460.8 
BA Boeing Company
+0.15%
+$387.03 
HIX Western Asset High Income Fund II Inc.
+0.14%
+$182.06 
EWN iShares MSCI Netherlands ETF
+0.12%
+$300.88 
MS Morgan Stanley
+0.12%
+$435.38 
SBUX Starbucks Corporation
+0.09%
+$263.61 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$5,245.02 
CVS CVS Health Corporation
+0.09%
+$398.72 
QINT American Century Quality Diversified International ETF
+0.09%
+$3,401.04 
MA Mastercard Incorporated
+0.08%
+$681.9 
DHI D.R. Horton, Inc.
+0.07%
+$128.5 
VST Vistra Corp
+0.05%
+$393.28 
MFG Mizuho Financial Group Inc. ADR
+0.05%
+$67.19 
IWD iShares Russell 1000 Value ETF
+0.05%
+$456.6 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$348.56 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$633.42 
JEPI JPMorgan Equity Premium Income Fund
+0.03%
+$861.37 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$74.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$228.46 
CAT Caterpillar Inc.
+0.02%
+$204.58 
BSX Boston Scientific Corporation
+0.01%
+$48.06 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GREK Global X MSCI Greece ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
NBIS Nebius Group N.V.
-9.72%
-$17,064.92 
PANW Palo Alto Networks, Inc.
-7.8%
-$48,674.8 
CRWD CrowdStrike Holdings, Inc.
-7.53%
-$87,778.93 
FTNT Fortinet Inc.
-7.48%
-$19,964.8 
PLTR Palantir Technologies Inc.
-6.6%
-$56,655.9 
OKLO Oklo Inc.
-5.3%
-$7,474.59 
SNDK SanDisk Corporation
-4.73%
-$7,724.93 
WDC Western Digital Corporation
-4.57%
-$12,738.79 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.53%
-$29,387.54 
INTC Intel Corporation
-3.91%
-$19,213.23 
BE Bloom Energy Corporation
-3.79%
-$10,112.51 
CHAT Roundhill Generative AI & Technology ETF
-3.65%
-$9,411.84 
ORCL Oracle Corporation
-3.57%
-$52,804.8 
MU Micron Technology, Inc.
-3.57%
-$174,690.06 
AMD Advanced Micro Devices, Inc.
-3.4%
-$70,246.05 
GLW Corning Incorporated
-3.14%
-$5,915.99 
AVGO Broadcom Inc.
-3.08%
-$217,003 
NRIM Northrim BanCorp, Inc.
-2.91%
-$12,345.48 
LRCX Lam Research Corporation
-2.9%
-$66,905.98 
MRVL Marvell Technology, Inc.
-2.89%
-$4,729.24 
CRM Salesforce Inc
-2.87%
-$11,008.72 
NFLX Netflix, Inc.
-2.64%
-$12,501.12 
AMAT Applied Materials, Inc.
-2.6%
-$39,769.3 
RBA Rb Global Inc.
-2.47%
-$9,189.1 
KLAC KLA Corporation
-2.44%
-$13,593.45 
META Meta Platforms Inc Class A
-2.39%
-$52,531.83 
AIQ Global X Artificial Intelligence & Technology ETF
-2.36%
-$21,967.42 
AVIR Atea Pharmaceuticals Inc.
-2.21%
-$1,194.3 
VRT Vertiv Holdings Co
-2.08%
-$11,774.4 
SCHW Charles Schwab Corporation
-1.98%
-$6,037.56 
NOK Nokia Corporation Sponsored ADR
-1.93%
-$4,121.24 
MSFT Microsoft Corp.
-1.92%
-$161,409.05 
AIPO Defiance AI & Power Infrastructure ETF
-1.83%
-$13,526.17 
CCJ Cameco Corporation
-1.82%
-$13,250.19 
IWO iShares Russell 2000 Growth ETF
-1.78%
-$5,269.99 
CSCO Cisco Systems, Inc.
-1.74%
-$7,328.7 
SPCX Space Exploration Technologies Corp. Class A
-1.72%
-$3,571.2 
LH Labcorp Holdings Inc.
-1.69%
-$4,356.61 
GOOGL Alphabet Inc
-1.64%
-$88,104.48 
DE Deere & Company
-1.64%
-$11,779.66 
SMH VanEck Semiconductor ETF
-1.58%
-$3,761.26 
FDG American Century Focused Dynamic Growth ETF
-1.55%
-$101,376.44 
GOOG Alphabet Inc
-1.55%
-$61,506.12 
QQQM Invesco NASDAQ 100 ETF
-1.52%
-$10,277.95 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$5,958.9 
TSLA Tesla, Inc.
-1.5%
-$22,010.62 
ETN Eaton Corporation plc
-1.48%
-$6,059.56 
QGRO American Century U.S. Quality Growth ETF
-1.46%
-$12,430.35 
UNH UnitedHealth Group Incorporated
-1.46%
-$15,761.97 
DAL Delta Air Lines, Inc.
-1.4%
-$8,461.69 
TMO Thermo Fisher Scientific Inc.
-1.4%
-$4,439.75 
QQQI Neos NASDAQ-100 High Income ETF
-1.38%
-$3,012.64 
HCA HCA Healthcare Inc.
-1.36%
-$4,804.38 
IWF iShares Russell 1000 Growth ETF
-1.36%
-$12,425.19 
VONG Vanguard Russell 1000 Growth Fund
-1.34%
-$43,829.01 
PWR Quanta Services Inc.
-1.32%
-$19,656.69 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.23%
-$56,112.57 
CHI Calamos Convertible Opportunities and Income Fund
-1.23%
-$2,484.3 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.2%
-$15,125.25 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-1.19%
-$10,224.37 
EEM iShares MSCI Emerging Markets ETF
-1.15%
-$7,119.94 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.15%
-$2,812.93 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.14%
-$2,695 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.12%
-$6,903.99 
AVEM Avantis Emerging Markets Equity ETF
-1.12%
-$44,791.48 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.09%
-$2,656.5 
SSO ProShares Ultra S&P500
-1.09%
-$10,203.27 
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$7,557.9 
MPWR Monolithic Power Systems, Inc.
-1.04%
-$24,235.11 
QCOM QUALCOMM Incorporated
-1.01%
-$2,292.2 
ALK Alaska Air Group Inc.
-0.99%
-$9,085.68 
ODFL Old Dominion Freight Line, Inc.
-0.96%
-$13,071.82 
VWO Vanguard FTSE Emerging Markets ETF
-0.95%
-$2,765.84 
VB Vanguard Small-Cap ETF
-0.94%
-$2,149.19 
MELI MercadoLibre, Inc.
-0.94%
-$2,802.2 
UBER Uber Technologies, Inc.
-0.92%
-$1,824.83 
BITB Bitwise Bitcoin ETF
-0.87%
-$3,874.65 
AMZN Amazon.com Inc
-0.84%
-$49,118.13 
MDT Medtronic plc
-0.74%
-$2,720.01 
SAP SAP SE Sponsored ADR
-0.71%
-$2,161.22 
IBM International Business Machines Corporation
-0.7%
-$1,871.1 
CRS Carpenter Technology Corporation
-0.7%
-$4,105.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.66%
-$98,129.56 
SCHB Schwab U.S. Broad Market ETF
-0.64%
-$12,859.2 
SAN Banco Santander S.A. Sponsored ADR
-0.63%
-$1,282.31 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$3,534.28 
EMR Emerson Electric Co.
-0.6%
-$1,425.89 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$29,922.55 
IVV iShares Core S&P 500 ETF
-0.59%
-$33,137.46 
MOS Mosaic Company
-0.58%
-$1,447.38 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-0.58%
-$607.97 
MDY SPDR S&P MidCap 400 ETF Trust
-0.56%
-$3,100.86 
GILD Gilead Sciences Inc.
-0.56%
-$2,105.84 
SPY SPDR S&P 500 ETF Trust
-0.56%
-$11,996.78 
VOO Vanguard S&P 500 ETF
-0.56%
-$24,416.12 
IWN iShares Russell 2000 Value ETF
-0.55%
-$1,973.89 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$7,081.54 
ACIO Aptus Collared Investment Opportunity ETF
-0.53%
-$43,424 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$1,907.12 
AVSC Avantis U.S. Small Cap Equity ETF
-0.51%
-$5,098.86 
VT Vanguard Total World Stock ETF
-0.5%
-$1,300.34 
IJR iShares Core S&P Small-Cap ETF
-0.5%
-$3,667.92 
VTHR Vanguard Russell 3000 ETF
-0.47%
-$2,472.96 
PAYX Paychex Inc.
-0.45%
-$3,084 
CSX CSX Corporation
-0.44%
-$5,475.4 
IDEQ Lazard International Dynamic Equity ETF
-0.44%
-$1,797.45 
UNP Union Pacific Corporation
-0.41%
-$5,718.23 
DHR Danaher Corporation
-0.4%
-$1,223.6 
AVUS Avantis U.S. Equity ETF
-0.37%
-$9,792.6 
BKNG Booking Holdings Inc.
-0.36%
-$791.78 
TLT iShares 20+ Year Treasury Bond ETF
-0.34%
-$3,696 
MOAT VanEck Morningstar Wide Moat Fund
-0.3%
-$17,355.35 
ABT Abbott Laboratories
-0.3%
-$1,133.98 
GWW W.W. Grainger, Inc.
-0.29%
-$1,858.1 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.29%
-$770 
ACLC American Century Large Cap Equity Fund
-0.28%
-$16,652.76 
PLD Prologis Inc.
-0.26%
-$1,077.45 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$12,053.26 
GLDM SPDR Gold MiniShares Trust
-0.24%
-$2,663.6 
CGCB Capital Group Core Bond ETF
-0.22%
-$12,142.79 
PYLD PIMCO Multisector Bond Active ETF
-0.22%
-$4,357.27 
B BARRICK MINING CORP Common Stock (ABR0)
-0.21%
-$2,476.9 
GS The Goldman Sachs Group, Inc.
-0.2%
-$1,017.02 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.18%
-$4,033.64 
EPU iShares MSCI Peru and Global Exposure ETF
-0.18%
-$398.56 
EIS iShares MSCI Israel ETF
-0.17%
-$401.31 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$844.75 
NSC Norfolk Southern Corporation
-0.16%
-$908.8 
MMIT NYLI MacKay Muni Intermediate ETF
-0.15%
-$642.91 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.15%
-$5,284.87 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$302.19 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.11%
-$404.36 
VALQ American Century U.S. Quality Value ETF
-0.05%
-$468.48 
EWO iShares MSCI Austria ETF
-0.04%
-$93.03 
FIW First Trust Water ETF
-0.02%
-$87.32 
REET iShares Global REIT ETF
-0.02%
-$66.95 
WELL Welltower Inc.
-0.01%
-$28.17 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2029 | Longs Won 1425/2029 70% | Profit Factor 7.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $236,779.45 |
| Average Win $73,402.17 | Best Trade (Oct 15) $6.05M | Sharpe Ratio -10.82 |
| Average Loss -$22,774.97 | Worst Trade (Jun 29) -$430,491.7 | Z-Score 16.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $44,771.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,708 | $8.62M | $14.05M | - | $5.43M | 62.92% | +0.915% |
| ABBV AbbVie Inc. | 4,063 | $712,546.57 | $1.16M | - | $445,855.36 | 62.57% | +0.603% |
| ABT Abbott Laboratories | 3,658 | $401,737.87 | $381,785.46 | - | -$19,952.41 | -4.97% | -0.296% |
| ACIO Aptus Collared Investment Opportunity ETF | 173,696 | $6.92M | $8.17M | - | $1.25M | 18.13% | -0.529% |
| ACLC American Century Large Cap Equity Fund | 68,305 | $4.82M | $5.89M | - | $1.08M | 22.39% | -0.282% |
| ADI Analog Devices, Inc. | 848 | $212,087.62 | $345,805.92 | - | $133,718.3 | 63.05% | +0.951% |
| ADP Automatic Data Processing Inc. | 3,199 | $753,510.8 | $917,137.3 | - | $163,626.5 | 21.72% | +0.366% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,450 | $539,441 | $519,139.75 | - | -$20,301.25 | -3.76% | -0.162% |
| AIPO Defiance AI & Power Infrastructure ETF | 27,889 | $931,771 | $727,205.67 | - | -$204,565.33 | -21.95% | -1.826% |
| AIQ Global X Artificial Intelligence & Technology ETF | 14,548 | $762,948.15 | $910,413.84 | - | $147,465.69 | 19.33% | -2.356% |
| ALK Alaska Air Group Inc. | 25,238 | $1.1M | $912,101.32 | - | -$188,369.86 | -17.12% | -0.986% |
| AMAT Applied Materials, Inc. | 3,554 | $1.47M | $1.49M | - | $18,802.75 | 1.28% | -2.602% |
| AMCR Amcor plc | 6,082 | $241,896.3 | $267,516.77 | - | $25,620.47 | 10.59% | +0.56% |
| AMD Advanced Micro Devices, Inc. | 3,673 | $1.3M | $1.99M | - | $690,716.35 | 52.96% | -3.402% |
| AMGN Amgen Inc. | 1,045 | $299,735 | $455,191.55 | - | $155,456.55 | 51.86% | +0.359% |
| AMT American Tower Corporation | 1,812 | $312,714.9 | $334,286.82 | - | $21,571.92 | 6.9% | +1.723% |
| AMZN Amazon.com Inc | 22,899 | $3.96M | $5.78M | - | $1.83M | 46.18% | -0.842% |
| APA APA Corporation | 8,986 | $224,663.7 | $434,473.1 | - | $209,809.4 | 93.39% | +2.371% |
| ASML ASML Holding N.V. New York Registry Shares | 304 | $234,216.93 | $506,871.36 | - | $272,654.43 | 116.41% | +0.597% |
| AVDE Avantis International Equity ETF | 30,263 | $1.86M | $2.73M | - | $870,709.78 | 46.8% | +0.395% |
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FAQ
Which stocks have generated the highest profits for Angela Pompian?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $1.52M, Schwab U.S. Broad Market ETF - $1.47M, Vanguard S&P 500 ETF - $1.3M, NVIDIA Corporation - $1.16M, and Walmart Inc - $935,090.15. 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: Coinbase Global, Inc - $574,968.05, Robinhood Markets, Inc - $526,114.46, Novo Nordisk A/S Sponsored ADR - $330,881.72, Chipotle Mexican Grill, Inc - $320,475.76, and ServiceNow, Inc - $231,733.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Angela Pompian's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.27M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $764,174.4, JPMorgan Equity Premium Income Fund - $517,055.44, VANGUARD TOTAL STOCK MKT ETF - $271,888.95, Capital Group Core Bond ETF - $179,260.09, and Vanguard Dividend Appreciation ETF - $165,952.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Angela Pompian's monthly returns?
Angela Pompian'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 Angela Pompian's strategy be considered aggressive or moderate?
Angela Pompian'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 Angela Pompian's strategy?
Angela Pompian'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.
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