Daniel Russell Portfolio
Invests via Naviter Wealth LLC | Managed by Naviter Wealth LLC, John Kornet
Invests via Naviter Wealth LLC
Managed by Naviter Wealth LLC, John Kornet
Automatically Tracked
Daniel Russell Profile
Daniel Russell is a seasoned investor-operator with extensive experience in scaling early-stage companies. His leadership in diverse industries has positioned him as an influential figure among entrepreneurs seeking capital and strategic guidance. Having founded multiple startups, he has a strong grasp of market dynamics and the operational challenges faced by growing businesses. His deep commitment to nurturing innovation and fostering growth makes him a vital participant in the startup ecosystem, leveraging his network to create opportunities for investment and collaboration.
Daniel Russell is a seasoned investor-operator with extensive experience in scaling early-stage companies. His leadership in diverse industries has positioned him as an influential figure among entrepreneurs seeking capital and strategic guidance. Having founded multiple startups, he has a strong grasp of market dynamics and the operational challenges faced by growing businesses. His deep commitment to nurturing innovation and fostering growth makes him a vital participant in the startup ecosystem, leveraging his network to create opportunities for investment and collaboration.
Investment Philosophy & Strategy
The potential for transformative impact drives Daniel Russell's investment philosophy. Leveraging his background as a founder, he pursues opportunities that demonstrate scalability and innovative potential. His focus on early-stage ventures highlights an affinity for businesses poised to disrupt established markets. With strategic insights honed from navigating operational complexities, he places significant emphasis on collaborative approaches within his network of entrepreneurs. This approach not only fosters value creation but also encourages shared success among stakeholders in the dynamic startup landscape.
The potential for transformative impact drives Daniel Russell's investment philosophy. Leveraging his background as a founder, he pursues opportunities that demonstrate scalability and innovative potential. His focus on early-stage ventures highlights an affinity for businesses poised to disrupt established markets. With strategic insights honed from navigating operational complexities, he places significant emphasis on collaborative approaches within his network of entrepreneurs. This approach not only fosters value creation but also encourages shared success among stakeholders in the dynamic startup landscape.
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:
71.32%
Gain +0.71%
Monthly
1.04%
Yearly
13.29%
Drawdown
25.39%
$845.9M
Equity
Holdings
$845.9M
Investment
$635.55M
$231.18M
Profit +$2.65M
Realized
$20.83M
Unrealized
$210.35M
Dividends
$76.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.71%
Profit
$2.65M
Win %
71%
This Week
Compared To Last Week
Gain
0.03%
Profit
$252,344.61
Win %
71%
This Month
Compared to last month
Gain
0.57%
Profit
$4.79M
Win %
71%
This Year
Compared to last year
Gain
10.1%
Profit
$77.58M
Win %
71%
LITE Lumentum Holdings Inc.
+7.18%
+$25,039.98 
MU Micron Technology, Inc.
+5.04%
+$413,212.9 
TEN Tsakos Energy Navigation Ltd.
+4.2%
+$8,137 
INTC Intel Corporation
+3.64%
+$117,854.49 
STRL Sterling Infrastructure, Inc.
+3.12%
+$36,257.8 
ELV Elevance Health, Inc.
+3.11%
+$10,976.18 
MPWR Monolithic Power Systems, Inc.
+2.86%
+$9,731.92 
AVGO Broadcom Inc.
+2.82%
+$369,947.33 
AMD Advanced Micro Devices, Inc.
+2.8%
+$243,654.29 
FIX Comfort Systems USA, Inc.
+2.61%
+$30,841.61 
GOOG Alphabet Inc
+2.5%
+$22,013.13 
GOOGL Alphabet Inc
+2.4%
+$636,546.77 
PLTR Palantir Technologies Inc.
+2.16%
+$25,963.08 
AMZN Amazon.com Inc
+2.16%
+$355,449.71 
MSFT Microsoft Corp.
+2.1%
+$386,652.28 
ISRG Intuitive Surgical, Inc.
+2.04%
+$22,865.26 
IBIT iShares Bitcoin Trust
+1.87%
+$4,750.5 
RTX RTX Corporation
+1.72%
+$59,404.63 
CRM Salesforce Inc
+1.65%
+$21,981.9 
EPD Enterprise Products Partners L.P.
+1.54%
+$5,525.94 
WES Western Midstream Partners, LP
+1.52%
+$4,480 
COP ConocoPhillips
+1.51%
+$23,794.42 
PBR-A Petróleo Brasileiro S.A. - Petrobras
+1.41%
+$5,902.2 
PBR Petrobras S.A. Sponsored ADR
+1.34%
+$5,454.24 
CVX Chevron Corporation
+1.32%
+$41,254.8 
TXN Texas Instruments Inc
+1.31%
+$37,817.63 
EWY iShares MSCI South Korea ETF
+1.3%
+$5,045.6 
GEV GE Vernova Inc.
+1.3%
+$8,108.54 
IBM International Business Machines Corporation
+1.3%
+$23,308.2 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+1.28%
+$8,218.08 
ABT Abbott Laboratories
+1.19%
+$27,955.2 
PSX Phillips 66
+1.18%
+$20,005.56 
APP AppLovin Corporation Class A Common Stock
+1.11%
+$2,614.04 
TDW Tidewater Inc.
+1.1%
+$55,525 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+1.01%
+$2,848.37 
IXN iShares Global Tech ETF
+0.94%
+$3,375 
FCX Freeport-McMoRan Inc.
+0.94%
+$5,181 
EOG EOG Resources, Inc.
+0.93%
+$4,408.18 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.92%
+$45,986.85 
DLR Digital Realty Trust, Inc.
+0.91%
+$38,417.7 
ANET Arista Networks, Inc.
+0.9%
+$3,704.24 
AMLP Alerian MLP ETF
+0.9%
+$652,695.54 
META Meta Platforms Inc Class A
+0.9%
+$97,706.25 
RELX Relx PLC Sponsored ADR
+0.89%
+$11,074.8 
V Visa Inc. Class A
+0.89%
+$45,894.53 
UBER Uber Technologies, Inc.
+0.88%
+$12,646.4 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.86%
+$29,228.17 
QQQ Invesco QQQ Trust, Series 1
+0.86%
+$7,385.65 
VOOG Vanguard S&P 500 Growth ETF
+0.85%
+$3,875.73 
QQQM Invesco NASDAQ 100 ETF
+0.84%
+$2,260.58 
NOK Nokia Corporation Sponsored ADR
+0.84%
+$5,858.62 
XLK State Street Technology Select Sector SPDR ETF
+0.84%
+$13,929.72 
CXAI CxApp Inc.
+0.82%
+$11 
INTU Intuit Inc.
+0.81%
+$6,849.31 
XOM Exxon Mobil Corporation
+0.79%
+$165,929.4 
IBN ICICI Bank Limited Sponsored ADR
+0.79%
+$12,944.03 
IWF iShares Russell 1000 Growth ETF
+0.79%
+$9,843.68 
IEMG iShares Core MSCI Emerging Markets ETF
+0.79%
+$2,651.11 
IWP iShares Russell Mid-Cap Growth ETF
+0.76%
+$19,571.76 
PGR Progressive Corporation
+0.75%
+$5,427.24 
NVDA NVIDIA Corporation
+0.74%
+$232,526.41 
MDT Medtronic plc
+0.73%
+$8,630.28 
MLPA Global X MLP ETF
+0.72%
+$52,920 
ETN Eaton Corporation plc
+0.69%
+$11,562.02 
DEO Diageo plc Sponsored ADR
+0.69%
+$4,157.25 
NOW ServiceNow, Inc.
+0.68%
+$6,321 
KRP Kimbell Royalty Partners, LP
+0.67%
+$1,271.4 
ACN Accenture plc Class A
+0.66%
+$4,997.9 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.62%
+$20,526.03 
HON Honeywell International Inc.
+0.61%
+$7,434.6 
TM Toyota Motor Corporation
+0.59%
+$24,848.72 
EME EMCOR Group, Inc.
+0.49%
+$1,898.51 
BUD Anheuser-Busch InBev S.A. ADR
+0.47%
+$6,702.44 
MA Mastercard Incorporated
+0.47%
+$18,307.22 
NACP Impact Shares NAACP Minority Empowerment ETF
+0.46%
+$1,922.37 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.45%
+$12,536.96 
CB Chubb Limited
+0.44%
+$1,670.14 
CATH Global X S&P 500 Catholic Values ETF
+0.42%
+$1,083 
NEM Newmont Corporation
+0.42%
+$838.28 
MLPX Global X MLP & Energy Infrastructure ETF
+0.42%
+$4,032.64 
MFG Mizuho Financial Group Inc. ADR
+0.41%
+$10,797.65 
SCHW Charles Schwab Corporation
+0.4%
+$2,883.12 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.4%
+$983.61 
C Citigroup Inc.
+0.39%
+$16,536.5 
T AT&T Inc.
+0.37%
+$899.2 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.36%
+$1,089.93 
PUK Prudential plc ADR
+0.35%
+$1,838.9 
CRWD CrowdStrike Holdings, Inc.
+0.35%
+$5,191.51 
VOO Vanguard S&P 500 ETF
+0.32%
+$3,499.75 
HST Host Hotels & Resorts Inc.
+0.31%
+$1,317.67 
IX Orix Corporation Sponsored ADR
+0.31%
+$1,949.76 
BP BP p.l.c. Sponsored ADR
+0.31%
+$6,851.91 
SPY SPDR S&P 500 ETF Trust
+0.29%
+$4,652.4 
APH Amphenol Corporation
+0.28%
+$6,124.06 
HMC Honda Motor Co., Ltd.
+0.28%
+$2,861.52 
MAA Mid-America Apartment Communities, Inc.
+0.27%
+$3,469.68 
HIG The Hartford Insurance Group, Inc.
+0.27%
+$1,506.75 
CR Crane NXT Co.
+0.26%
+$805.41 
ET Energy Transfer L.P.
+0.25%
+$857.3 
QCOM QUALCOMM Incorporated
+0.24%
+$4,796.82 
IWV ISHARES RUSSELL 3000 ETF
+0.23%
+$624 
SCHB Schwab U.S. Broad Market ETF
+0.23%
+$1,175.85 
VRSN Verisign Inc.
+0.22%
+$985.97 
CHMI Cherry Hill Mortgage Investment Corporation
+0.21%
+$55 
AMAT Applied Materials, Inc.
+0.18%
+$6,075.44 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
+0.17%
+$1,229.4 
SPGI S&P Global Inc.
+0.16%
+$467.94 
MPLX MPLX LP
+0.15%
+$420.75 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$8,262.1 
AEM Agnico Eagle Mines Limited
+0.11%
+$184.05 
ING ING Groep N.V. Sponsored ADR
+0.11%
+$2,461.27 
ACWI iShares MSCI ACWI ETF
+0.1%
+$28,689.44 
WELL Welltower Inc.
+0.04%
+$5,424.43 
ARGX argenx SE American Depositary Receipt
+0.04%
+$240 
KO The Coca-Cola Company
+0.03%
+$815.28 
TTE TotalEnergies SE
+0.03%
+$69.97 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$299.62 
SAP SAP SE Sponsored ADR
+0.02%
+$573.58 
BPRE
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WDS Woodside Energy Group Ltd American Depositary Receipt
0%
$0 
HDB HDFC Bank Limited ADR
-9.42%
-$176,355.48 
INV Innventure Inc.
-4.9%
-$4,862.72 
PFLT PennantPark Floating Rate Capital Ltd.
-3.93%
-$22,291.85 
KKR KKR & Co. Inc.
-2.96%
-$8,488.61 
ORCL Oracle Corporation
-2.94%
-$47,603.01 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-2.84%
-$17,036.11 
AAPL Apple Inc.
-2.8%
-$960,858.35 
TSLX Sixth Street Specialty Lending Inc.
-2.67%
-$74,449.29 
GSK GSK plc Sponsored ADR
-2.59%
-$58,630.36 
BDRY Breakwave Dry Bulk Shipping ETF
-2.45%
-$4,617.45 
BX Blackstone Inc.
-2.39%
-$18,886.81 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.22%
-$10,137.4 
CSWC Capital Southwest Corporation
-2.22%
-$67,267.8 
FSLR First Solar, Inc.
-2.22%
-$6,914.29 
MFIC MidCap Financial Investment Corporation
-2.16%
-$41,746.21 
NMFC New Mountain Finance Corporation
-2.16%
-$20,232.5 
PHM PulteGroup Inc.
-2.11%
-$11,785.55 
MAIN Main Street Capital Corporation
-2.02%
-$95,188.8 
WY Weyerhaeuser Company
-2.02%
-$21,959.19 
SBUX Starbucks Corporation
-1.98%
-$18,199.72 
BXSL Blackstone Secured Lending Fund
-1.97%
-$64,111.76 
FSK FS KKR Capital Corp.
-1.97%
-$32,001.03 
TSLA Tesla, Inc.
-1.94%
-$200,966.52 
BA Boeing Company
-1.93%
-$18,684.2 
BIZD VanEck BDC Income ETF
-1.89%
-$64,142.4 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.88%
-$5,579.97 
GSBD Goldman Sachs BDC Inc.
-1.87%
-$30,266.78 
PLD Prologis Inc.
-1.85%
-$186,905.75 
MS Morgan Stanley
-1.85%
-$10,845.5 
GE General Electric Company
-1.83%
-$69,542.26 
TRIN Trinity Capital Inc.
-1.83%
-$28,109.25 
AZN AstraZeneca PLC American Depositary Shares
-1.75%
-$92,497.04 
PBDC Putnam BDC Income ETF
-1.71%
-$11,356.02 
NVS Novartis AG Sponsored ADR
-1.7%
-$101,500.84 
GBDC Golub Capital BDC, Inc.
-1.69%
-$56,319.34 
GFI Gold Fields Ltd. Sponsored ADR
-1.66%
-$6,632.42 
OBDC Blue Owl Capital Corporation
-1.64%
-$55,028.52 
NGG National Grid plc Sponsored ADR
-1.62%
-$27,541.6 
NFLX Netflix, Inc.
-1.61%
-$33,783.96 
HTGC Hercules Capital Inc.
-1.61%
-$54,715.7 
PEP PepsiCo, Inc.
-1.56%
-$24,157.53 
AMT American Tower Corporation
-1.49%
-$72,103.01 
MNST Monster Beverage Corporation
-1.47%
-$4,098.38 
ARCC Ares Capital Corporation
-1.46%
-$198,471.56 
MRK Merck & Co., Inc.
-1.44%
-$39,797.36 
CCI Crown Castle Inc.
-1.44%
-$29,927.28 
SFNC Simmons First National Corporation
-1.42%
-$12,824.83 
HD The Home Depot, Inc.
-1.41%
-$47,909.94 
CGBD Carlyle Secured Lending, Inc.
-1.39%
-$10,076.05 
LRCX Lam Research Corporation
-1.35%
-$38,287.97 
PSA Public Storage Common Stock
-1.34%
-$47,486.22 
WMT Walmart Inc.
-1.34%
-$119,976.48 
CAT Caterpillar Inc.
-1.32%
-$89,335.95 
DX Dynex Capital Inc.
-1.31%
-$1,849.75 
HSBC HSBC Holdings plc Sponsored ADR
-1.24%
-$93,945 
UNH UnitedHealth Group Incorporated
-1.24%
-$22,730.38 
BCS Barclays PLC Sponsored ADR
-1.22%
-$23,759.54 
DOC Healthpeak Properties, Inc.
-1.22%
-$9,422.05 
AMH American Homes 4 Rent
-1.22%
-$5,069.64 
RIO Rio Tinto Plc Sponsored ADR
-1.22%
-$23,387.01 
OHI Omega Healthcare Investors Inc.
-1.21%
-$4,700.24 
SHW The Sherwin-Williams Company
-1.19%
-$3,797.28 
ADBE Adobe Inc.
-1.17%
-$12,240.08 
MSDL Morgan Stanley Direct Lending Corp.
-1.16%
-$25,312.86 
EXR Extra Space Storage Inc.
-1.15%
-$23,910.5 
SUI Sun Communities Inc.
-1.14%
-$12,002.65 
ELS Equity Lifestyle Properties Inc.
-1.12%
-$7,943.9 
LLY Eli Lilly and Company
-1.07%
-$119,937.62 
TMO Thermo Fisher Scientific Inc.
-1.05%
-$18,536.96 
WPC W. P. Carey Inc.
-1.04%
-$14,192.35 
RBA Rb Global Inc.
-1.02%
-$4,723.87 
SAN Banco Santander S.A. Sponsored ADR
-1%
-$46,396.12 
DHR Danaher Corporation
-0.93%
-$14,483.49 
O Realty Income Corporation
-0.9%
-$37,513.97 
NEE NextEra Energy, Inc.
-0.88%
-$3,380.52 
CCJ Cameco Corporation
-0.87%
-$1,898.26 
GLPI Gaming and Leisure Properties, Inc.
-0.86%
-$7,276.62 
SBAC SBA Communications Corporation
-0.86%
-$11,275.2 
BAC Bank of America Corporation
-0.85%
-$38,564.76 
INVH Invitation Homes Inc.
-0.85%
-$9,906.75 
JNJ Johnson & Johnson
-0.81%
-$42,504.55 
OZK Bank OZK
-0.81%
-$22,555.59 
BKNG Booking Holdings Inc.
-0.79%
-$9,611.93 
IYR iShares U.S. Real Estate ETF
-0.79%
-$21,871.99 
LYG Lloyds Banking Group Plc ADR
-0.76%
-$16,553.74 
GS The Goldman Sachs Group, Inc.
-0.74%
-$46,107.22 
BTI British American Tobacco p.l.c. ADR
-0.74%
-$19,218.45 
BLK BlackRock, Inc.
-0.71%
-$2,538.75 
SHEL Shell plc
-0.71%
-$37,567.04 
DIS The Walt Disney Company
-0.71%
-$13,690.29 
UNP Union Pacific Corporation
-0.7%
-$18,732.32 
NWG NatWest Group plc Sponsored ADR
-0.7%
-$6,766.12 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.68%
-$5,343.78 
USRT iShares Core U.S. REIT ETF
-0.63%
-$24,618.39 
JSTC Adasina Social Justice All Cap Global ETF
-0.62%
-$1,762.74 
WFC Wells Fargo & Company
-0.62%
-$17,233.56 
SO The Southern Company
-0.61%
-$15,955.22 
ASML ASML Holding N.V. New York Registry Shares
-0.6%
-$81,974.88 
NVO Novo Nordisk A/S Sponsored ADR
-0.58%
-$9,863.48 
PM Philip Morris International Inc.
-0.56%
-$6,033.96 
MEDP Medpace Holdings Inc.
-0.53%
-$1,238.37 
PFE Pfizer Inc.
-0.5%
-$6,021.45 
REG Regency Centers Corporation
-0.5%
-$3,490.33 
IRM Iron Mountain Inc.
-0.49%
-$13,398.04 
PG Procter & Gamble Co
-0.49%
-$10,846.34 
EQIX Equinix, Inc.
-0.44%
-$31,046.84 
EQNR Equinor ASA Sponsored ADR
-0.41%
-$1,411.89 
UDR UDR Inc.
-0.39%
-$2,352.28 
EQR Equity Residential
-0.38%
-$7,275.05 
OCSL Oaktree Specialty Lending Corporation
-0.37%
-$7,473.6 
COST Costco Wholesale Corporation
-0.37%
-$13,041 
AVB AvalonBay Communities, Inc.
-0.37%
-$7,781.09 
VZ Verizon Communications Inc.
-0.36%
-$5,781.81 
WM Waste Management, Inc.
-0.35%
-$2,103.75 
ABBV AbbVie Inc.
-0.35%
-$14,980.51 
HLN Haleon Plc - ADR
-0.35%
-$1,919.96 
SPG Simon Property Group, Inc.
-0.34%
-$21,224.58 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.32%
-$4,869.32 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.32%
-$2,458.55 
IWN iShares Russell 2000 Value ETF
-0.32%
-$3,129.49 
VICI Vici Properties Inc.
-0.32%
-$6,049.79 
KIM Kimco Realty Corporation
-0.31%
-$4,303.92 
VALE Vale S.A.
-0.28%
-$2,063.88 
VTR Ventas Inc.
-0.27%
-$9,254.44 
IWS iShares Russell Mid-Cap Value ETF
-0.25%
-$4,708.62 
BHP BHP Group Ltd.
-0.24%
-$9,530.04 
ESS Essex Property Trust, Inc.
-0.24%
-$3,508.4 
MDY SPDR S&P MidCap 400 ETF Trust
-0.24%
-$1,420.24 
TRV The Travelers Companies, Inc.
-0.23%
-$751.8 
UL Unilever PLC Sponsored American Depositary Receipt
-0.22%
-$6,427.12 
MO Altria Group, Inc.
-0.22%
-$527.84 
PSEC Prospect Capital Corporation
-0.22%
-$2,853.93 
CPT Camden Property Trust
-0.22%
-$1,844.61 
IWMI Neos Russell 2000 High Income ETF
-0.21%
-$843.04 
JPM JPMorgan Chase & Co.
-0.19%
-$17,671.77 
IAU iShares Gold Trust
-0.18%
-$3,848.74 
CSCO Cisco Systems, Inc.
-0.18%
-$8,181.2 
MCD McDonald's Corporation
-0.18%
-$3,928.24 
NIHI NEOS MSCI EAFE High Income ETF
-0.17%
-$445.5 
AMGN Amgen Inc.
-0.15%
-$3,503.56 
PANW Palo Alto Networks, Inc.
-0.13%
-$2,786.4 
INFY Infosys Limited
-0.13%
-$1,086.15 
IWO iShares Russell 2000 Growth ETF
-0.12%
-$2,097.6 
BMY Bristol-Myers Squibb Company
-0.1%
-$235.98 
LIN Linde plc
-0.06%
-$1,757.69 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
-0.05%
-$221.22 
IXUS iShares Core International Stock ETF
-0.04%
-$325.92 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.04%
-$304.5 Events
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Dividends
Dividend Analysis
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| Trades 3627 | Longs Won 2197/3627 60% | Profit Factor 3.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $396,149.53 |
| Average Win $151,920.53 | Best Trade (Jul 27) $9.07M | Sharpe Ratio -57.44 |
| Average Loss -$71,737.73 | Worst Trade (Jun 30) -$4.33M | Z-Score 10.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 6d | Expectancy $63,739.85 |
| 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 | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Daniel Russell?
The largest contributions to the portfolio's profits come from the following stocks: Alerian MLP ETF - $15.29M, Tidewater Inc - $12.51M, iShares MSCI ACWI ETF - $6.73M, Ares Capital Corporation - $6.08M, and JPMorgan Ultra-Short Income ETF - $4.06M. 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: iMGP DBi Managed Futures Strategy ETF - $5.71M, Goldman Sachs ActiveBeta Emerging Markets Equity ETF - $4.07M, Franklin FTSE Japan ETF - $2.78M, JPMorgan BetaBuilders Europe Fund - $2.27M, and monday.com Ltd - $2.21M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Russell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $76.4M earned over time. The largest contributors to dividend income include Alerian MLP ETF - $10.8M, Ares Capital Corporation - $6.3M, JPMorgan Ultra-Short Income ETF - $3.93M, iMGP DBi Managed Futures Strategy ETF - $3.38M, and Exxon Mobil Corporation - $2.34M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Russell's monthly returns?
Daniel Russell'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 Daniel Russell's strategy be considered aggressive or moderate?
Daniel Russell'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 Daniel Russell's strategy?
Daniel Russell'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.
