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:
97.97%
Gain -0.12%
Monthly
2.16%
Yearly
29.2%
Drawdown
24.15%
$354.91M
Equity
Holdings
$354.91M
Investment
$274.19M
$95.15M
Profit -$436,662.76
Realized
$14.43M
Unrealized
$80.72M
Dividends
$8.41M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$436,662.76
Win %
78%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$436,662.76
Win %
78%
This Month
Compared to last month
Gain
2.6%
Profit
$9M
Win %
78%
This Year
Compared to last year
Gain
2.09%
Profit
$7.24M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$826,195.69 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$205,419.46 
ETN Eaton Corporation plc
+7.32%
+$28,734.65 
GOOG Alphabet Inc
+6.88%
+$264,568.46 
GOOGL Alphabet Inc
+6.73%
+$345,498.72 
VRT Vertiv Holdings Co
+6.18%
+$37,144.83 
FTNT Fortinet Inc.
+4.99%
+$11,303.6 
META Meta Platforms Inc Class A
+3.28%
+$52,651.01 
CRS Carpenter Technology Corporation
+3.17%
+$24,435.37 
FDG American Century Focused Dynamic Growth ETF
+3.17%
+$192,254.6 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$26,891.52 
MSFT Microsoft Corp.
+3.02%
+$211,995.14 
NVDA NVIDIA Corporation
+2.93%
+$606,265.7 
APA APA Corporation
+2.73%
+$8,896.14 
CVX Chevron Corporation
+2.35%
+$23,861.08 
MRVL Marvell Technology, Inc.
+2.32%
+$2,892.54 
GLW Corning Incorporated
+2.24%
+$4,120.8 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$5,510.88 
WDC Western Digital Corporation
+2.21%
+$9,227.64 
EOG EOG Resources, Inc.
+2.19%
+$6,188.3 
DVN Devon Energy Corporation
+2.17%
+$22,512 
CSCO Cisco Systems, Inc.
+2.14%
+$9,299.61 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$11,341.48 
OXY Occidental Petroleum Corporation
+2%
+$14,953.12 
GWW W.W. Grainger, Inc.
+1.97%
+$12,670.01 
OKE ONEOK, Inc.
+1.95%
+$6,664.2 
HAL Halliburton Company
+1.93%
+$4,297.45 
PANW Palo Alto Networks, Inc.
+1.89%
+$10,368.9 
CRM Salesforce Inc
+1.83%
+$5,150.35 
ORCL Oracle Corporation
+1.81%
+$25,412.31 
HWM Howmet Aerospace Inc.
+1.8%
+$23,361.23 
HCA HCA Healthcare Inc.
+1.72%
+$5,140.79 
FANG Diamondback Energy Inc
+1.59%
+$26,839.2 
BSX Boston Scientific Corporation
+1.59%
+$7,016.76 
ACLC American Century Large Cap Equity Fund
+1.52%
+$86,405.96 
VZ Verizon Communications Inc.
+1.52%
+$6,920.2 
SAP SAP SE Sponsored ADR
+1.51%
+$3,712.7 
LMT Lockheed Martin Corporation
+1.5%
+$5,195.26 
PH Parker-Hannifin Corporation
+1.43%
+$18,219.31 
PWR Quanta Services Inc.
+1.43%
+$21,742.86 
GE General Electric Company
+1.42%
+$12,962.3 
KLAC KLA Corporation
+1.38%
+$7,948.11 
SSO ProShares Ultra S&P500
+1.35%
+$11,793.42 
CHI Calamos Convertible Opportunities and Income Fund
+1.21%
+$2,661.75 
WFC Wells Fargo & Company
+1.19%
+$15,085.8 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,191.98 
AMAT Applied Materials, Inc.
+1.18%
+$20,968.67 
MSI Motorola Solutions, Inc.
+1.14%
+$2,553.73 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$13,366.5 
NBIS Nebius Group N.V.
+1.05%
+$1,845.37 
ADP Automatic Data Processing Inc.
+0.98%
+$8,285.38 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,765.84 
TTE TotalEnergies SE
+0.95%
+$5,363.47 
UNP Union Pacific Corporation
+0.92%
+$12,938.87 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$2,240 
WMB The Williams Companies, Inc.
+0.89%
+$1,702.89 
SCHW Charles Schwab Corporation
+0.87%
+$2,953.86 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$1,209.42 
IBM International Business Machines Corporation
+0.86%
+$2,165.92 
GEV GE Vernova Inc.
+0.85%
+$4,562.19 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$25,887.31 
FLV American Century Focused Large Cap Value ETF
+0.83%
+$34,761.32 
MCD McDonald's Corporation
+0.82%
+$4,521.02 
EMR Emerson Electric Co.
+0.79%
+$1,734.61 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$4,843.46 
TSLA Tesla, Inc.
+0.76%
+$9,583.88 
MPC Marathon Petroleum Corporation
+0.76%
+$3,350.8 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,562.86 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$1,802.46 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$5,161.49 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$2,830.52 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$14,968.1 
VOO Vanguard S&P 500 ETF
+0.71%
+$30,117.67 
CAT Caterpillar Inc.
+0.7%
+$9,667.33 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$4,363.06 
IVV iShares Core S&P 500 ETF
+0.69%
+$37,370.88 
NRIM Northrim BanCorp, Inc.
+0.68%
+$3,129.84 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$1,427.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$32,998.7 
UTG Reaves Utility Income Fund
+0.65%
+$4,190 
PLTR Palantir Technologies Inc.
+0.65%
+$3,427.19 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,397.6 
ACIO Aptus Collared Investment Opportunity ETF
+0.64%
+$50,371.84 
AIPO Defiance AI & Power Infrastructure ETF
+0.63%
+$5,020.02 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$11,505.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,231.39 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$2,949.1 
MO Altria Group, Inc.
+0.57%
+$1,136.07 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$25,023.24 
AVUS Avantis U.S. Equity ETF
+0.57%
+$14,685.84 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$1,113.85 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$75,848.18 
GM General Motors Company
+0.52%
+$1,585.62 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,861.7 
NSC Norfolk Southern Corporation
+0.46%
+$2,762.14 
ALK Alaska Air Group Inc.
+0.45%
+$5,299.98 
SNY Sanofi American Depositary Receipt
+0.44%
+$1,434.33 
DBC Invesco DB Commodity Index Tracking Fund
+0.44%
+$4,148.82 
IWD iShares Russell 1000 Value ETF
+0.44%
+$4,223.55 
PAYX Paychex Inc.
+0.44%
+$3,145.68 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$1,012 
CSX CSX Corporation
+0.42%
+$5,348.07 
PFE Pfizer Inc.
+0.4%
+$3,806.9 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$3,242.7 
RTX RTX Corporation
+0.39%
+$2,782.08 
VLO Valero Energy Corporation
+0.38%
+$4,632.67 
AVGO Broadcom Inc.
+0.37%
+$29,479.68 
PG Procter & Gamble Co
+0.37%
+$4,897.2 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,252.64 
BAC Bank of America Corporation
+0.36%
+$6,668.64 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$2,909.6 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$10,910.75 
RF Regions Financial Corporation
+0.32%
+$738.4 
MRK Merck & Co., Inc.
+0.32%
+$3,130.84 
SMH VanEck Semiconductor ETF
+0.3%
+$692.75 
JPM JPMorgan Chase & Co.
+0.27%
+$8,582.2 
VT Vanguard Total World Stock ETF
+0.26%
+$674.86 
NRG NRG Energy, Inc.
+0.24%
+$1,241.24 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+0.24%
+$221.08 
EIS iShares MSCI Israel ETF
+0.23%
+$515.97 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$12,433.78 
CME CME Group Inc.
+0.21%
+$667.48 
SO The Southern Company
+0.21%
+$484.6 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$9,659.94 
JNJ Johnson & Johnson
+0.21%
+$8,454.56 
FIW First Trust Water ETF
+0.2%
+$960.52 
ADI Analog Devices, Inc.
+0.2%
+$627.51 
MID American Century Mid Cap Growth Impact ETF
+0.19%
+$9,222.98 
USB U.S. Bancorp
+0.17%
+$1,829.27 
T AT&T Inc.
+0.17%
+$458.88 
MS Morgan Stanley
+0.17%
+$712.44 
TD The Toronto-Dominion Bank
+0.13%
+$288 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$3,991.32 
C Citigroup Inc.
+0.1%
+$490.19 
WM Waste Management, Inc.
+0.1%
+$1,088.34 
WMT Walmart Inc.
+0.09%
+$1,434.03 
VALQ American Century U.S. Quality Value ETF
+0.09%
+$785.16 
ABT Abbott Laboratories
+0.09%
+$329.22 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$413.04 
EWP iShares MSCI Spain ETF
+0.07%
+$165.08 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$126.78 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$688.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$342.69 
DIS The Walt Disney Company
+0.03%
+$124.23 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
FCT First Trust Senior Floating Rate Income Fund II
0%
$0 
AAPL Apple Inc.
-7.35%
-$998,160.16 
SYK Stryker Corporation
-6.42%
-$20,106 
LIN Linde plc
-5.95%
-$16,582.49 
MU Micron Technology, Inc.
-5.9%
-$271,418.6 
OKLO Oklo Inc.
-5.5%
-$10,624.26 
SNDK SanDisk Corporation
-5.09%
-$7,620.21 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$5,342.85 
BITB Bitwise Bitcoin ETF
-2.87%
-$10,034.35 
MOS Mosaic Company
-2.85%
-$8,552.7 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$6,802.02 
QCOM QUALCOMM Incorporated
-2.63%
-$5,095.24 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$28,265.8 
ABBV AbbVie Inc.
-2.51%
-$26,287.61 
BA Boeing Company
-2.15%
-$6,464.07 
NEM Newmont Corporation
-2.14%
-$57,164.25 
CCJ Cameco Corporation
-2.1%
-$16,180.1 
LH Labcorp Holdings Inc.
-2.01%
-$5,032.34 
NFLX Netflix, Inc.
-2%
-$9,506.06 
AWK American Water Works Company, Inc.
-1.93%
-$6,338.64 
AMD Advanced Micro Devices, Inc.
-1.9%
-$33,938.59 
DHI D.R. Horton, Inc.
-1.7%
-$3,173.95 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$7,462 
UNH UnitedHealth Group Incorporated
-1.68%
-$18,792.09 
LRCX Lam Research Corporation
-1.58%
-$39,014.79 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$15,848.42 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$6,821.74 
DAL Delta Air Lines, Inc.
-1.3%
-$8,927.45 
FCX Freeport-McMoRan Inc.
-1.28%
-$12,962.43 
IGR CBRE Global Real Estate Income Fund
-1.27%
-$3,154.5 
MDLZ Mondelez International, Inc.
-1.22%
-$2,917.54 
UBS UBS Group AG
-1.22%
-$3,993.6 
TJX The TJX Companies, Inc.
-1.21%
-$16,552.23 
NEE NextEra Energy, Inc.
-1.15%
-$6,153.93 
DE Deere & Company
-1.13%
-$7,507.19 
RCL Royal Caribbean Group
-1.13%
-$2,733.65 
TXN Texas Instruments Inc
-1.08%
-$3,137.8 
LOW Lowe's Companies Inc.
-1.08%
-$7,981.33 
PLD Prologis Inc.
-1.08%
-$5,158.7 
QINT American Century Quality Diversified International ETF
-1.03%
-$41,946.16 
KBWY Invesco KBW Premium Yield Equity Fund
-1.02%
-$2,754.05 
INTC Intel Corporation
-1.02%
-$4,790.43 
KO The Coca-Cola Company
-1.02%
-$10,129.5 
EPU iShares MSCI Peru and Global Exposure ETF
-0.99%
-$2,142.26 
XOM Exxon Mobil Corporation
-0.97%
-$16,713.72 
TRP TC Energy Corporation
-0.97%
-$3,128.38 
MET MetLife Inc.
-0.97%
-$2,956.3 
CLF Cleveland-Cliffs Inc.
-0.95%
-$11,215.49 
EWN iShares MSCI Netherlands ETF
-0.93%
-$2,369.43 
AVIR Atea Pharmaceuticals Inc.
-0.84%
-$477.72 
FE FirstEnergy Corp.
-0.82%
-$2,651.2 
GILD Gilead Sciences Inc.
-0.81%
-$2,560.49 
PCAR PACCAR Inc.
-0.81%
-$5,547.96 
KMB Kimberly-Clark Corporation
-0.8%
-$1,733.6 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$2,388.5 
CVS CVS Health Corporation
-0.75%
-$3,937.36 
BBCA JPMorgan BetaBuilders Canada ETF
-0.75%
-$4,543.77 
MA Mastercard Incorporated
-0.74%
-$5,682.26 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$4,499.19 
BLK BlackRock, Inc.
-0.73%
-$3,878.28 
MAR Marriott International Inc. - Class A
-0.71%
-$2,403.57 
EWC iShares MSCI Canada ETF
-0.67%
-$1,759.6 
DUK Duke Energy Corporation
-0.67%
-$2,068.92 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$7,392 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$11,294 
CGCB Capital Group Core Bond ETF
-0.66%
-$37,532.26 
AMGN Amgen Inc.
-0.64%
-$2,591.61 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,764.25 
BE Bloom Energy Corporation
-0.63%
-$1,477.68 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,661.19 
AMT American Tower Corporation
-0.63%
-$1,993.22 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$2,656.53 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,032.14 
GREK Global X MSCI Greece ETF
-0.62%
-$1,696 
PM Philip Morris International Inc.
-0.61%
-$3,473.89 
DHR Danaher Corporation
-0.61%
-$1,582.7 
AMCR Amcor plc
-0.6%
-$1,642.14 
REET iShares Global REIT ETF
-0.59%
-$2,276.3 
ROST Ross Stores, Inc.
-0.59%
-$1,924.5 
WEC WEC Energy Group Inc.
-0.57%
-$2,256.04 
SBUX Starbucks Corporation
-0.57%
-$1,757.4 
VNQ Vanguard Real Estate ETF
-0.54%
-$5,423.76 
COF Capital One Financial Corporation
-0.54%
-$2,107.46 
LLY Eli Lilly and Company
-0.53%
-$7,772.84 
NGG National Grid plc Sponsored ADR
-0.52%
-$1,755.18 
WELL Welltower Inc.
-0.51%
-$1,117.41 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$6,581.5 
CF CF Industries Holdings, Inc.
-0.46%
-$6,187.44 
AVDE Avantis International Equity ETF
-0.46%
-$12,710.46 
PEP PepsiCo, Inc.
-0.46%
-$1,895.04 
TRV The Travelers Companies, Inc.
-0.43%
-$1,052.98 
IDEQ Lazard International Dynamic Equity ETF
-0.43%
-$1,797.45 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,128.8 
HD The Home Depot, Inc.
-0.42%
-$3,169.25 
MELI MercadoLibre, Inc.
-0.41%
-$1,252.58 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-0.38%
-$3,391.5 
AXP American Express Company
-0.38%
-$1,197.6 
MDT Medtronic plc
-0.37%
-$1,225.92 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$21,218.44 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$1,469.52 
CL Colgate-Palmolive Company
-0.33%
-$939.9 
TFC Truist Financial Corporation
-0.33%
-$733.2 
RY Royal Bank of Canada
-0.29%
-$911.35 
VST Vistra Corp
-0.29%
-$2,113.88 
VTV Vanguard Value ETF
-0.27%
-$909.17 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$546.82 
HIX Western Asset High Income Fund II Inc.
-0.26%
-$364.11 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,362.5 
IWN iShares Russell 2000 Value ETF
-0.25%
-$939.92 
RBA Rb Global Inc.
-0.24%
-$1,153.99 
COST Costco Wholesale Corporation
-0.24%
-$1,409.02 
HBAN Huntington Bancshares Incorporated
-0.23%
-$814.1 
VB Vanguard Small-Cap ETF
-0.22%
-$523.36 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$610.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$7,610.22 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$3,961.15 
BKNG Booking Holdings Inc.
-0.18%
-$456.31 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$8,414.67 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$1,723.56 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$2,383.26 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$720.35 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$302.5 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,434.24 
XLF Financial Select Sector SPDR Fund
-0.1%
-$279 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
-0.07%
-$225 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$150.86 
EWO iShares MSCI Austria ETF
-0.07%
-$186.06 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$449.04 
V Visa Inc. Class A
-0.04%
-$428.93 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$215.71 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$403.31 
UBER Uber Technologies, Inc.
-0.01%
-$27.86 Events
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Dividends
Dividend Analysis
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| Trades 2029 | Longs Won 1454/2029 71% | Profit Factor 8.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $239,432.66 |
| Average Win $73,846.13 | Best Trade (Aug 28) $6.28M | Sharpe Ratio -10.47 |
| Average Loss -$21,251.59 | Worst Trade (Jun 29) -$430,491.7 | Z-Score 21.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3d | Expectancy $46,896.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,708 | $8.62M | $12.58M | - | $3.95M | 45.82% | -7.354% |
| ABBV AbbVie Inc. | 4,063 | $712,546.57 | $1.02M | - | $307,022.65 | 43.09% | -2.513% |
| ABT Abbott Laboratories | 3,658 | $401,737.87 | $386,650.6 | - | -$15,087.27 | -3.76% | +0.085% |
| ACIO Aptus Collared Investment Opportunity ETF | 173,696 | $6.92M | $7.98M | - | $1.06M | 15.37% | +0.635% |
| ACLC American Century Large Cap Equity Fund | 68,305 | $4.82M | $5.76M | - | $943,674.78 | 19.6% | +1.523% |
| ADI Analog Devices, Inc. | 848 | $212,087.62 | $311,563.68 | - | $99,476.06 | 46.9% | +0.202% |
| ADP Automatic Data Processing Inc. | 3,199 | $753,510.8 | $852,405.51 | - | $98,894.71 | 13.12% | +0.982% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,450 | $539,441 | $530,666.5 | - | -$8,774.5 | -1.63% | -0.256% |
| AIPO Defiance AI & Power Infrastructure ETF | 27,889 | $931,771 | $798,462.07 | - | -$133,308.93 | -14.31% | +0.633% |
| AIQ Global X Artificial Intelligence & Technology ETF | 14,548 | $762,948.15 | $856,731.72 | - | $93,783.57 | 12.29% | +0.341% |
| ALK Alaska Air Group Inc. | 25,238 | $1.1M | $1.2M | - | $97,071.92 | 8.82% | +0.445% |
| AMAT Applied Materials, Inc. | 3,554 | $1.47M | $1.8M | - | $334,575.69 | 22.77% | +1.176% |
| AMCR Amcor plc | 6,082 | $241,896.3 | $272,960.16 | - | $31,063.86 | 12.84% | -0.598% |
| AMD Advanced Micro Devices, Inc. | 3,673 | $1.3M | $1.75M | - | $444,790.6 | 34.11% | -1.904% |
| AMGN Amgen Inc. | 1,045 | $299,735 | $402,492.2 | - | $102,757.2 | 34.28% | -0.64% |
| AMT American Tower Corporation | 1,812 | $312,714.9 | $314,128.32 | - | $1,413.42 | 0.45% | -0.631% |
| AMZN Amazon.com Inc | 22,899 | $3.96M | $6.22M | - | $2.26M | 57.16% | +15.321% |
| APA APA Corporation | 8,986 | $224,663.7 | $335,357.52 | - | $110,693.82 | 49.27% | +2.725% |
| ASML ASML Holding N.V. New York Registry Shares | 304 | $234,216.93 | $495,216 | - | $260,999.07 | 111.43% | -1.359% |
| AVDE Avantis International Equity ETF | 30,263 | $1.86M | $2.76M | - | $899,913.58 | 48.37% | -0.458% |
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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 - $1.5M, Schwab U.S. Broad Market ETF - $1.46M, Vanguard S&P 500 ETF - $1.29M, NVIDIA Corporation - $1.14M, and Walmart Inc - $931,541. 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 $8.41M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $712,418, JPMorgan Equity Premium Income Fund - $495,726.65, VANGUARD TOTAL STOCK MKT ETF - $234,531.77, Capital Group Core Bond ETF - $179,257.22, and American Century Diversified Municipal Bond ETF - $152,232.7. 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.
