MSH Capital Advisors LLC Portfolio
Invests via MSH Capital Advisors LLC | Managed by Mark Stephen Howells, Katrina Patricia Santamaria, Marcy Ann Crites, Tara Lynn Kreizenbeck, Shane Christopher (Shane) Jordan
Invests via MSH Capital Advisors LLC
Managed by Mark Stephen Howells, Katrina Patricia Santamaria, Marcy Ann Crites, Tara Lynn Kreizenbeck, Shane Christopher (Shane) Jordan
Automatically Tracked
Company Profile
Privately held boutique investment adviser focused on institutional and high-net-worth clients, offering customized portfolio management, strategic asset allocation and alternative investments. MSH Capital Advisors LLC positions itself as a multi-asset manager combining discretionary wealth management with advisory services, emphasizing risk-adjusted returns, tax-aware strategies and mid-market direct investments. Typical capital focus includes equities, fixed income and private assets.
Privately held boutique investment adviser focused on institutional and high-net-worth clients, offering customized portfolio management, strategic asset allocation and alternative investments. MSH Capital Advisors LLC positions itself as a multi-asset manager combining discretionary wealth management with advisory services, emphasizing risk-adjusted returns, tax-aware strategies and mid-market direct investments. Typical capital focus includes equities, fixed income and private assets.
Investment Philosophy & Strategy
Adopts a client-centric, multi-asset investment philosophy that prioritizes risk-adjusted returns through diversified, tax-aware portfolios and selective direct exposures to mid-market opportunities. Combines discretionary portfolio management with advisory mandates to tailor strategic asset allocation across equities, fixed income and private assets, blending liquid core positions with illiquid alpha-generating private investments. Emphasizes capital preservation, drawdown control, and tactical rebalancing driven by macro and valuations signals, while using active security selection, due diligence on direct deals, and fee-conscious implementation to align institutional and high-net-worth client objectives over multi-year horizons.
Adopts a client-centric, multi-asset investment philosophy that prioritizes risk-adjusted returns through diversified, tax-aware portfolios and selective direct exposures to mid-market opportunities. Combines discretionary portfolio management with advisory mandates to tailor strategic asset allocation across equities, fixed income and private assets, blending liquid core positions with illiquid alpha-generating private investments. Emphasizes capital preservation, drawdown control, and tactical rebalancing driven by macro and valuations signals, while using active security selection, due diligence on direct deals, and fee-conscious implementation to align institutional and high-net-worth client objectives over multi-year horizons.
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:
80.98%
Gain +0.08%
Monthly
0.88%
Yearly
11.15%
Drawdown
19.77%
$594.64M
Equity
Holdings
$594.64M
Investment
$471.55M
$133.08M
Profit +$294,991.02
Realized
$9.99M
Unrealized
$123.09M
Dividends
$30.58M
Goals
Avg. 85.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$294,991.02
Win %
77%
This Week
Compared To Last Week
Gain
0.05%
Profit
$294,991.02
Win %
77%
This Month
Compared to last month
Gain
2.35%
Profit
$13.66M
Win %
77%
This Year
Compared to last year
Gain
3.53%
Profit
$20.33M
Win %
76%
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$7,249 
UGI UGI Corporation
+3.44%
+$66,441.96 
ETN Eaton Corporation plc
+3.22%
+$35,108.52 
Q Qnity Electronics Inc.
+2.88%
+$4,911.03 
COP ConocoPhillips
+2.35%
+$16,623.29 
SBUX Starbucks Corporation
+1.92%
+$4,275.27 
DUK Duke Energy Corporation
+1.65%
+$28,528 
LOW Lowe's Companies Inc.
+1.08%
+$18,353.28 
CVX Chevron Corporation
+0.9%
+$19,950 
EOG EOG Resources, Inc.
+0.83%
+$2,683.32 
META Meta Platforms Inc Class A
+0.71%
+$12,642.06 
TSLA Tesla, Inc.
+0.58%
+$22,330.1 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.42%
+$4,243.14 
DIS The Walt Disney Company
+0.34%
+$1,605.8 
WU Western Union Co.
+0.28%
+$809.62 
IALT iShares Systematic Alternatives Active ETF
+0.24%
+$667.38 
INTC Intel Corporation
+0.2%
+$770.83 
BA Boeing Company
+0.19%
+$1,268.58 
PM Philip Morris International Inc.
+0.12%
+$562.54 
BRTR iShares Total Return Act ETF
+0.11%
+$267.18 
PWV Invesco Large Cap Value ETF
+0.1%
+$830.96 
CGBL Capital Group Core Balanced ETF
+0.08%
+$387.36 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.02%
+$42.14 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$128.55 
DHS WisdomTree U.S. High Dividend Fund
0%
+$22.81 
ABBV AbbVie Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMH American Homes 4 Rent
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AREC American Resources Corporation
0%
$0 
AVGO Broadcom Inc.
0%
+$0.07 
AWK American Water Works Company, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BGC BGC Group, Inc.
0%
$0 
BLK BlackRock, Inc.
0%
-$0.08 
BMY Bristol-Myers Squibb Company
0%
$0 
BMO Bank of Montreal
0%
$0 
BROS Dutch Bros Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
-$0.06 
CBSH Commerce Bancshares, Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CME CME Group Inc.
0%
+$0.11 
COIN Coinbase Global, Inc.
0%
+$0.02 
COST Costco Wholesale Corporation
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DE Deere & Company
0%
-$0.04 
DOC Healthpeak Properties, Inc.
0%
$0 
DUOL Duolingo, Inc.
0%
$0 
DVA DaVita Inc.
0%
$0 
EMR Emerson Electric Co.
0%
-$0.08 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
EQIX Equinix, Inc.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
F Ford Motor Company
0%
$0 
FDX FedEx Corporation
0%
+$0.01 
FITB Fifth Third Bancorp
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
GE General Electric Company
0%
-$0.02 
GH Guardant Health Inc.
0%
-$0.06 
GOOG Alphabet Inc
0%
$0 
GPN Global Payments Inc.
0%
$0 
GWW W.W. Grainger, Inc.
0%
+$0.01 
HAL Halliburton Company
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HRB H&R Block Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IQV IQVIA Holdings Inc.
0%
-$0.03 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.07 
LMT Lockheed Martin Corporation
0%
+$0.05 
MA Mastercard Incorporated
0%
+$0.04 
MCD McDonald's Corporation
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MDU MDU Resources Group, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MMM 3M Company
0%
+$0.06 
MPLX MPLX LP
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.05 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NI NiSource Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
O Realty Income Corporation
0%
$0 
OSBC Old Second Bancorp, Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.01 
PAYX Paychex Inc.
0%
$0 
PECO Phillips Edison & Company, Inc.
0%
+$0.01 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.05 
PG Procter & Gamble Co
0%
$0 
PLD Prologis Inc.
0%
+$0.07 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
+$0.01 
QCOM QUALCOMM Incorporated
0%
$0 
RTX RTX Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SHW The Sherwin-Williams Company
0%
+$0.14 
SLB Schlumberger Limited
0%
$0 
SO The Southern Company
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
STRA Strategic Education Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
T AT&T Inc.
0%
+$0.02 
TEL TE Connectivity plc
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UAL United Airlines Holdings, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.04 
UPS United Parcel Service, Inc.
0%
$0 
V Visa Inc. Class A
0%
-$0.1 
VST Vistra Corp
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.01 
VTRS Viatris Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
+$0.07 
WEC WEC Energy Group Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WIT Wipro Limited American Depositary Receipt
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.4 
YUM Yum! Brands, Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
-$0.01 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
ARKG ARK Genomic Revolution ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
CGDG Capital Group Dividend Growers ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
CGMU Capital Group Municipal Income ETF
0%
$0 
CGGO Capital Group Global Growth Equity ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
+$0.07 
CGCB Capital Group Core Bond ETF
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
+$0.03 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DFEB FT Vest U.S. Equity Deep Buffer ETF
0%
-$1.68 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
-$0.13 
EFA iShares MSCI EAFE ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
FLIN Franklin FTSE India ETF
0%
-$0.02 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
0%
$0 
FTLS First Trust Long/Short Equity ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HTRB Hartford Total Return Bond ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGPT Invesco AI and Next Gen Software ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.09 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
+$0.01 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
-$0.07 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
-$0.05 
IHI iShares U.S. Medical Devices ETF
0%
$0 
IJS iShares S&P Small-Cap 600 Value ETF
0%
+$0.24 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.13 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IWV ISHARES RUSSELL 3000 ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
+$0.17 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
MGOV First Trust Intermediate Government Opportunities ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NUEM Nuveen ESG Emerging Markets Equity Fund
0%
$0 
PFXF VanEck Preferred Securities ex Financials ETF
0%
-$0.1 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
QGRO American Century U.S. Quality Growth ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
PTRB PGIM Total Return Bond ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SDVD FT Vest Smid Rising Dividend Fund
0%
$0 
SBIO ALPS Medical Breakthroughs ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SDOG ALPS Sector Dividend Dogs ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
-$0.04 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
SYLD Cambria Shareholder Yield ETF
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
TCAF T. Rowe Price Capital Appreciation Equity ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
-$0.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
-$0.16 
VOO Vanguard S&P 500 ETF
0%
-$0.15 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VOOV Vanguard S&P 500 Value ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VOOG Vanguard S&P 500 Growth ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.17 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
+$0.11 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
-$0.09 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.03 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
-$0.15 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
TYLD Cambria Tactical Yield ETF
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
GEV GE Vernova Inc.
0%
+$0.01 
CGGE Capital Group Global Equity ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
ECG Everus Construction Group, Inc.
0%
$0 
JPC Nuveen Preferred & Income Opportunities Fund
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
ADX Adams Diversified Equity Fund, Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
NAD Nuveen Quality Municipal Income Fund
0%
$0 
BDVL iShares Disciplined Volatility Equity Active ETF
0%
$0 
GDV Gabelli Dividend & Income Trust
0%
$0 
HPF John Hancock Preferred Income Fund II
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$0.42 
NEA Nuveen AMT-Free Quality Municipal Income Fund
0%
$0 
TY Tri-Continental Corporation
0%
$0 
ACYQ FT Vest Autocallable Barrier & High Income ETF
0%
+$1.69 
GOOGL Alphabet Inc
-3.84%
-$276,252 
ORCL Oracle Corporation
-3.69%
-$8,778.32 
BHYP Bitwise Hyperliquid ETF
-2.2%
-$5,508.27 
AMZN Amazon.com Inc
-2.09%
-$141,553.94 
TJX The TJX Companies, Inc.
-1.94%
-$4,709.34 
NVO Novo Nordisk A/S Sponsored ADR
-1.17%
-$14,164.08 
AAPL Apple Inc.
-1.09%
-$611,964.6 
IBIT iShares Bitcoin Trust
-0.8%
-$1,932.27 
MO Altria Group, Inc.
-0.78%
-$4,948.53 
THRO iShares U.S. Thematic Rotation Active ETF
-0.56%
-$2,597.5 
KR Kroger Co.
-0.41%
-$926.21 
LIN Linde plc
-0.39%
-$1,244.84 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$12,930.06 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$11,527.63 
ISD PGIM High Yield Bond Fund, Inc.
-0.32%
-$684.2 
SKT Tanger Factory Outlet Centers, Inc.
-0.23%
-$1,287 
PSA Public Storage Common Stock
-0.19%
-$1,082.12 
IBB iShares Biotechnology ETF
-0.14%
-$1,144.66 
SPMO Invesco S&P 500 Momentum ETF
-0.09%
-$543.76 
CPAI Counterpoint Quantitative Equity ETF
-0.06%
-$320.89 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.05%
-$362.22 
ADM Archer-Daniels-Midland Co
-0.04%
-$90.54 
NVDA NVIDIA Corporation
-0.02%
-$1,564.2 
BKNG Booking Holdings Inc.
-0.01%
-$26.44 
FTCE First Trust New Constructs Core Earnings Leaders ETF
0%
-$7.26 
BDYN iShares Dynamic Equity Active ETF
0%
-$8.54 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3780 | Longs Won 2463/3780 65% | Profit Factor 5.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $198,256.99 |
| Average Win $66,623.49 | Best Trade (Aug 31) $6.32M | Sharpe Ratio -10.1 |
| Average Loss -$23,545.86 | Worst Trade (Sep 29) -$1.33M | Z-Score 19.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 1d | Expectancy $35,207.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 182,676 | $46.48M | $55.7M | - | $9.22M | 19.85% | -1.087% |
| ABBV AbbVie Inc. | 17,814 | $3.86M | $4.42M | - | $553,548.74 | 14.33% | 0.0 |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 8,576 | $605,824.51 | $660,695.04 | - | $54,870.53 | 9.06% | 0.0 |
| ACYQ FT Vest Autocallable Barrier & High Income ETF | 16,940 | $343,713 | $345,747.09 | - | $2,034.09 | 0.59% | 0.0 |
| ADM Archer-Daniels-Midland Co | 3,018 | $219,406.58 | $242,828.28 | - | $23,421.7 | 10.68% | -0.037% |
| ADX Adams Diversified Equity Fund, Inc. | 12,942 | $330,670 | $339,339.24 | - | $8,669.24 | 2.62% | 0.0 |
| AFL Aflac Inc. | 1,783 | $209,057 | $217,419.02 | - | $8,362.02 | 4% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,227 | $620,675.15 | $605,513.48 | - | -$15,161.67 | -2.44% | 0.0 |
| AMAT Applied Materials, Inc. | 411 | $297,354 | $214,591.32 | - | -$82,762.68 | -27.83% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 2,156 | $556,530.66 | $1.01M | - | $455,840.7 | 81.91% | 0.0 |
| AMGN Amgen Inc. | 1,022 | $343,466.91 | $426,378.4 | - | $82,911.49 | 24.14% | 0.0 |
| AMH American Homes 4 Rent | 16,345 | $536,948.15 | $557,854.85 | - | $20,906.7 | 3.89% | 0.0 |
| AMT American Tower Corporation | 14,297 | $3.03M | $2.42M | - | -$614,516.74 | -20.27% | 0.0 |
| AMZN Amazon.com Inc | 24,322 | $4.62M | $6.62M | - | $2M | 43.42% | -2.093% |
| AREC American Resources Corporation | 10,000 | $21,500 | $28,500 | - | $7,000 | 32.56% | 0.0 |
| ARKG ARK Genomic Revolution ETF | 13,604 | $572,184 | $602,793.24 | - | $30,609.24 | 5.35% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 110 | $218,838 | $197,931.8 | - | -$20,906.2 | -9.55% | +3.802% |
| AVEM Avantis Emerging Markets Equity ETF | 3,586 | $278,835.18 | $329,445.82 | - | $50,610.64 | 18.15% | 0.0 |
| AVGO Broadcom Inc. | 7,486 | $2.57M | $3.16M | - | $592,680.39 | 23.07% | 0.0 |
| AWK American Water Works Company, Inc. | 20,238 | $2.52M | $2.74M | - | $221,411.46 | 8.79% | 0.0 |
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FAQ
Which stocks have generated the highest profits for MSH Capital Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Gold Miners ETF - $5.64M, Seagate Technology Holdings plc - $2.35M, Kinder Morgan, Inc - $1.47M, Micron Technology, Inc - $1.42M, and Iron Mountain Inc - $1.36M. 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: Target Corporation - $1.39M, CVS Health Corporation - $1.23M, Pfizer Inc - $964,499.47, Fidelity National Information Services, Inc - $960,543.46, and The Walt Disney Company - $792,459.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does MSH Capital Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.58M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.16M, SPDR S&P Dividend ETF - $840,940.52, iShares Core MSCI EAFE ETF - $751,154.86, Verizon Communications Inc - $681,806.38, and Schwab U.S. Dividend Equity ETF - $605,415.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are MSH Capital Advisors LLC's monthly returns?
MSH Capital Advisors LLC'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 MSH Capital Advisors LLC's strategy be considered aggressive or moderate?
MSH Capital Advisors LLC'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 MSH Capital Advisors LLC's strategy?
MSH Capital Advisors LLC'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.
