Geoffrey A. Frazier Portfolio
Invests via Global Financial Private Client, LLC | Managed by Geoffrey A. Frazier
Invests via Global Financial Private Client, LLC
Managed by Geoffrey A. Frazier
Automatically Tracked
Geoffrey A. Frazier Profile
A veteran private equity and operations executive focused on growth-oriented buyouts, operational improvement and portfolio company governance, often working with middle-market industrial and services businesses. Geoffrey A. Frazier has led deal sourcing, diligencing and post-acquisition value creation initiatives and served on multiple boards. Known for cross-functional operational expertise and financial structuring skills, active in strategic carve-outs, margin expansion programs and CEO mentoring for sponsor-backed companies.
A veteran private equity and operations executive focused on growth-oriented buyouts, operational improvement and portfolio company governance, often working with middle-market industrial and services businesses. Geoffrey A. Frazier has led deal sourcing, diligencing and post-acquisition value creation initiatives and served on multiple boards. Known for cross-functional operational expertise and financial structuring skills, active in strategic carve-outs, margin expansion programs and CEO mentoring for sponsor-backed companies.
Investment Philosophy & Strategy
Combines hands‑on operational leadership with private equity value creation to target growth-oriented middle‑market buyouts in industrials and services. Focuses on underwriting deals where operational improvement, strategic carve‑outs and financial restructuring can materially expand margins. Employs rigorous due diligence, board-level governance and CEO mentoring to drive 24–36 month EBITDA acceleration and sustainable cash flow. Capital allocation prioritizes control or influential minority positions with measured leverage and milestone‑based risk management.
Combines hands‑on operational leadership with private equity value creation to target growth-oriented middle‑market buyouts in industrials and services. Focuses on underwriting deals where operational improvement, strategic carve‑outs and financial restructuring can materially expand margins. Employs rigorous due diligence, board-level governance and CEO mentoring to drive 24–36 month EBITDA acceleration and sustainable cash flow. Capital allocation prioritizes control or influential minority positions with measured leverage and milestone‑based risk management.
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:
90.93%
Gain +0.21%
Monthly
1.05%
Yearly
13.34%
Drawdown
21.17%
$368.83M
Equity
Holdings
$368.83M
Investment
$245.18M
$144.17M
Profit +$457,005.65
Realized
$20.52M
Unrealized
$123.65M
Dividends
$23.8M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$457,005.65
Win %
82%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$2.66M
Win %
82%
This Month
Compared to last month
Gain
-0.63%
Profit
-$2.34M
Win %
82%
This Year
Compared to last year
Gain
1.26%
Profit
$4.6M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$628,260.87 
GOOG Alphabet Inc
+6.88%
+$146,295.93 
GOOGL Alphabet Inc
+6.73%
+$215,037.9 
COHR Coherent Corp.
+5.55%
+$15,102.37 
ANET Arista Networks, Inc.
+5.46%
+$109,375.66 
FTNT Fortinet Inc.
+4.99%
+$122,691.8 
SNPS Synopsys, Inc.
+4.41%
+$25,022.92 
META Meta Platforms Inc Class A
+3.28%
+$112,338.66 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$33,636.96 
MSFT Microsoft Corp.
+3.02%
+$266,134.6 
LITE Lumentum Holdings Inc.
+2.99%
+$5,816.7 
NVDA NVIDIA Corporation
+2.93%
+$186,511.67 
LDOS Leidos Holdings Inc.
+2.84%
+$34,707.2 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$37,554.41 
FSLR First Solar, Inc.
+2.44%
+$13,378.31 
CVX Chevron Corporation
+2.35%
+$129,050.52 
MRVL Marvell Technology, Inc.
+2.32%
+$3,761.58 
GLW Corning Incorporated
+2.24%
+$21,034.26 
EOG EOG Resources, Inc.
+2.19%
+$28,543.77 
DVN Devon Energy Corporation
+2.17%
+$4,995.84 
CDNS Cadence Design Systems, Inc.
+2.16%
+$4,161.59 
CSCO Cisco Systems, Inc.
+2.14%
+$121,504.86 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$22,016.88 
PANW Palo Alto Networks, Inc.
+1.89%
+$51,297.15 
ORCL Oracle Corporation
+1.81%
+$18,503.1 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$24,582.94 
LMT Lockheed Martin Corporation
+1.5%
+$23,430.45 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$15,764.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$5,264.64 
GE General Electric Company
+1.42%
+$19,707.53 
KLAC KLA Corporation
+1.38%
+$3,050.26 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$18,313.4 
HACK Amplify Cybersecurity ETF
+1.2%
+$3,550.92 
QLD ProShares Ultra QQQ
+1.2%
+$12,735.36 
WFC Wells Fargo & Company
+1.19%
+$2,587.74 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$2,520.92 
VOX Vanguard Communication Services ETF
+1.12%
+$6,036.03 
VUG Vanguard Growth ETF
+1.1%
+$49,839.63 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$5,301.76 
XLE Energy Select Sector SPDR Fund
+1%
+$4,883.43 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$20,713.28 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$14,426.5 
IYE iShares U.S. Energy ETF
+0.93%
+$2,881.44 
UNP Union Pacific Corporation
+0.92%
+$4,477.61 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$14,016.49 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$10,818.04 
IBM International Business Machines Corporation
+0.86%
+$20,392.86 
GEV GE Vernova Inc.
+0.85%
+$46,502.76 
MCD McDonald's Corporation
+0.82%
+$13,241.86 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$4,258.65 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$2,815.89 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$24,620.7 
TSLA Tesla, Inc.
+0.76%
+$3,643.81 
STT State Street Corp
+0.73%
+$24,567.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,249.51 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$129,784.06 
VIS Vanguard Industrials ETF
+0.72%
+$5,436.58 
VOO Vanguard S&P 500 ETF
+0.71%
+$89,113.69 
CAT Caterpillar Inc.
+0.7%
+$16,777.5 
PNQI Invesco NASDAQ Internet ETF
+0.7%
+$2,266.1 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$15,145.58 
IVV iShares Core S&P 500 ETF
+0.69%
+$28,912.64 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,275.63 
PLTR Palantir Technologies Inc.
+0.65%
+$6,053.58 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$14,509.92 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$16,901.91 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$2,026.08 
IVZ Invesco Ltd.
+0.61%
+$3,132.36 
RGTI Rigetti Computing Inc
+0.61%
+$1,080.99 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$27,669.7 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,487.06 
RJF Raymond James Financial Inc.
+0.58%
+$3,886.48 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$4,844.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,245 
EXC Exelon Corporation
+0.53%
+$5,136.24 
GM General Motors Company
+0.52%
+$4,086.64 
PSX Phillips 66
+0.51%
+$1,298.14 
SBCF Seacoast Banking Corporation of Florida
+0.49%
+$4,807.26 
AXON Axon Enterprise, Inc.
+0.47%
+$1,092.25 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,397.79 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,950.02 
IYW iShares U.S. Technology ETF
+0.46%
+$11,300.94 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$3,423.52 
RKLB Rocket Lab Corporation
+0.42%
+$1,652.94 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$1,631.81 
RTX RTX Corporation
+0.39%
+$9,981.72 
ORBX Global X Space Tech ETF
+0.38%
+$809.1 
AVGO Broadcom Inc.
+0.37%
+$2,633.76 
PG Procter & Gamble Co
+0.37%
+$7,626.17 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,307.08 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$16,904.32 
BAC Bank of America Corporation
+0.36%
+$8,856.32 
ZION Zions Bancorporation, National Association
+0.35%
+$7,264.32 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,210.49 
GD General Dynamics Corporation
+0.32%
+$3,783.22 
MRK Merck & Co., Inc.
+0.32%
+$16,041.64 
SMH VanEck Semiconductor ETF
+0.3%
+$6,150.03 
JPM JPMorgan Chase & Co.
+0.27%
+$14,041.72 
JNJ Johnson & Johnson
+0.21%
+$1,097.63 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$2,892.89 
CMI Cummins Inc.
+0.19%
+$2,397.36 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$3,257.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$11,143.74 
T AT&T Inc.
+0.17%
+$463.8 
MS Morgan Stanley
+0.17%
+$1,730.53 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$7,139.19 
NUE Nucor Corporation
+0.1%
+$1,288.51 
WM Waste Management, Inc.
+0.1%
+$330.88 
AFL Aflac Inc.
+0.09%
+$1,101.96 
WMT Walmart Inc.
+0.09%
+$2,333.15 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$251.58 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
+0.07%
+$183.12 
DIS The Walt Disney Company
+0.03%
+$144.48 
KCE SPDR S&P Capital Markets ETF
+0.03%
+$374.87 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$55.21 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$153.46 
FRT Federal Realty Investment Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
MYMJ SPDR SSGA Municipal Bond Funds - MY2030 Muni Bond
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.37M 
EIX Edison International
-6.81%
-$35,445.68 
LIN Linde plc
-5.95%
-$15,099.74 
MU Micron Technology, Inc.
-5.9%
-$37,431.71 
SHOP Shopify Inc.
-4.29%
-$17,340.75 
HCI HCI Group, Inc.
-3.85%
-$48,761.63 
AU AngloGold Ashanti plc
-3.66%
-$31,168.55 
XBI SPDR S&P Biotech ETF
-2.94%
-$12,170.79 
IBIT iShares Bitcoin Trust
-2.89%
-$9,713.84 
IBKR Interactive Brokers Group Inc.
-2.75%
-$18,069.93 
QCOM QUALCOMM Incorporated
-2.63%
-$32,323.07 
ABBV AbbVie Inc.
-2.51%
-$38,936.46 
HR Healthcare Realty Trust Incorporated
-2.42%
-$8,775.52 
XLB Materials Select Sector SPDR Fund
-2.34%
-$17,908 
BA Boeing Company
-2.15%
-$23,385.83 
AMD Advanced Micro Devices, Inc.
-1.9%
-$5,913.61 
SYF Synchrony Financial
-1.79%
-$5,012.16 
UNH UnitedHealth Group Incorporated
-1.68%
-$6,596.32 
ADM Archer-Daniels-Midland Co
-1.66%
-$9,660.06 
BHP BHP Group Ltd.
-1.64%
-$9,664.14 
LRCX Lam Research Corporation
-1.58%
-$63,689.85 
NET Cloudflare Inc.
-1.56%
-$7,135.38 
GLD SPDR Gold Shares
-1.49%
-$14,465.85 
IAU iShares Gold Trust
-1.46%
-$13,770.18 
LUV Southwest Airlines Co.
-1.38%
-$2,468.34 
DAL Delta Air Lines, Inc.
-1.3%
-$17,447.8 
F Ford Motor Company
-1.21%
-$2,314.44 
TJX The TJX Companies, Inc.
-1.21%
-$6,424.29 
NEE NextEra Energy, Inc.
-1.15%
-$2,696.7 
DE Deere & Company
-1.13%
-$6,589.19 
RCL Royal Caribbean Group
-1.13%
-$8,626.82 
TXN Texas Instruments Inc
-1.08%
-$8,610.08 
INTC Intel Corporation
-1.02%
-$6,031.98 
NDAQ Nasdaq, Inc.
-1.02%
-$17,608.41 
KO The Coca-Cola Company
-1.02%
-$7,338.6 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$18,822.29 
SOFI SoFi Technologies, Inc.
-0.97%
-$2,756.16 
IPAC iShares Core MSCI Pacific ETF
-0.96%
-$19,307.2 
GILD Gilead Sciences Inc.
-0.81%
-$13,011.08 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$7,952.23 
CVS CVS Health Corporation
-0.75%
-$7,335.94 
MA Mastercard Incorporated
-0.74%
-$3,842 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$24,023.45 
MAR Marriott International Inc. - Class A
-0.71%
-$1,661.56 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$2,965.33 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$4,611.2 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$1,460.64 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$5,821.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$16,225.2 
AMGN Amgen Inc.
-0.64%
-$8,967.72 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$13,657.78 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$3,677.74 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,721.83 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,511.2 
PM Philip Morris International Inc.
-0.61%
-$1,668.51 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$9,087.93 
SCHF Schwab International Equity ETF
-0.58%
-$16,748.48 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$10,451.1 
COF Capital One Financial Corporation
-0.54%
-$1,659.98 
LLY Eli Lilly and Company
-0.53%
-$10,561.99 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$3,016.42 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$1,754.85 
IWM iShares Russell 2000 ETF
-0.47%
-$6,179.9 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$2,533.94 
PEP PepsiCo, Inc.
-0.46%
-$1,330.56 
TRV The Travelers Companies, Inc.
-0.43%
-$1,585.99 
CGSD Capital Group Short Duration Income ETF
-0.43%
-$903.65 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$16,818.5 
HD The Home Depot, Inc.
-0.42%
-$5,840.86 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$3,418.08 
MBB iShares MBS ETF
-0.4%
-$931.66 
ETR Entergy Corporation
-0.38%
-$9,048.68 
AXP American Express Company
-0.38%
-$1,678.93 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.37%
-$1,551.52 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$21,019.08 
XTN SPDR S&P Transportation ETF
-0.36%
-$903.24 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$5,593.85 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-0.34%
-$3,496.56 
CL Colgate-Palmolive Company
-0.33%
-$2,625.3 
VST Vistra Corp
-0.29%
-$1,447.38 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,471.36 
QNT Quantinuum Inc.
-0.27%
-$1,659.14 
VTV Vanguard Value ETF
-0.27%
-$3,910.45 
DUHP Dimensional US High Profitability ETF
-0.27%
-$5,261.63 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.26%
-$1,267.53 
COST Costco Wholesale Corporation
-0.24%
-$772.91 
BNDX Vanguard Total International Bond ETF
-0.23%
-$3,684.34 
VB Vanguard Small-Cap ETF
-0.22%
-$1,217 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.22%
-$2,876.76 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$658.7 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,589.88 
KR Kroger Co.
-0.21%
-$2,443.8 
MEDP Medpace Holdings Inc.
-0.21%
-$2,703.68 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$1,243.05 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$633.14 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$7,677.61 
MYCL SPDR SSGA Target Date 2032 Corporate Bond Fund
-0.17%
-$1,115.2 
UGI UGI Corporation
-0.17%
-$1,319.4 
MYCK SPDR SSgA Corporate Bond ETF
-0.16%
-$1,453.24 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$425.28 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$5,328.25 
MYCM SPDR SSGA May 2033 Corporate Bond Fund
-0.15%
-$744.01 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$2,432.76 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$301.15 
ICVT iShares Convertible Bond ETF
-0.13%
-$1,972.35 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$1,760.94 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$477.95 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$619.92 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,837.5 
MYCJ SPDR SSGA MY2030 Corporate Bond Fund
-0.1%
-$804.83 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$298.4 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.09%
-$405.9 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$184.44 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.08%
-$187.9 
MYCH SPDR SSGA 2028 Corporate Bond Fund
-0.08%
-$319.96 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$913.14 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$858.43 
MYCI SPDR SSGA My2029 Corp Bond
-0.06%
-$423.07 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$208.48 
V Visa Inc. Class A
-0.04%
-$238.54 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$80.7 Events
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Dividends
Dividend Analysis
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No Data
| Trades 9466 | Longs Won 4554/9466 48% | Profit Factor 5.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $128,027.9 |
| Average Win $38,545.79 | Best Trade (Sep 29) $5.84M | Sharpe Ratio -21.71 |
| Average Loss -$6,386.27 | Worst Trade (Jun 29) -$739,799.44 | Z-Score -14.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 4d | Expectancy $15,230.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 55,861 | $8.15M | $17.26M | - | $9.11M | 111.84% | -7.354% |
| ABBV AbbVie Inc. | 6,018 | $1.07M | $1.51M | - | $441,841.94 | 41.36% | -2.513% |
| ADM Archer-Daniels-Midland Co | 7,209 | $437,270.85 | $571,457.43 | - | $134,186.58 | 30.69% | -1.662% |
| AFL Aflac Inc. | 9,183 | $644,944.14 | $1.17M | - | $525,704.7 | 81.51% | +0.094% |
| AMD Advanced Micro Devices, Inc. | 640 | $371,783 | $304,735.99 | - | -$67,047.01 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 3,616 | $1.08M | $1.39M | - | $308,278.01 | 28.43% | -0.64% |
| AMZN Amazon.com Inc | 17,413 | $3.16M | $4.73M | - | $1.57M | 49.78% | +15.321% |
| ANET Arista Networks, Inc. | 11,723 | $1.35M | $2.11M | - | $766,498.17 | 56.87% | +5.456% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 21,238 | $939,241.57 | $1.04M | - | $103,119.51 | 10.98% | 0.0 |
| AU AngloGold Ashanti plc | 10,355 | $950,596.28 | $821,358.6 | - | -$129,237.68 | -13.6% | -3.656% |
| AVGO Broadcom Inc. | 1,829 | $334,455.7 | $711,993.12 | - | $377,537.42 | 112.88% | +0.371% |
| AXON Axon Enterprise, Inc. | 444 | $248,911 | $234,325.44 | - | -$14,585.56 | -5.86% | +0.468% |
| AXP American Express Company | 1,322 | $219,699.14 | $444,522.5 | - | $224,823.36 | 102.33% | -0.376% |
| BA Boeing Company | 4,913 | $865,818.02 | $1.06M | - | $196,077.8 | 22.65% | -2.155% |
| BAC Bank of America Corporation | 40,256 | $1.17M | $2.49M | - | $1.33M | 113.96% | +0.356% |
| BHP BHP Group Ltd. | 6,854 | $571,007 | $579,094.46 | - | $8,087.46 | 1.42% | -1.641% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 8,287 | $701,876.47 | $625,999.98 | - | -$75,876.49 | -10.81% | -0.198% |
| BLV Vanguard Long-Term Bond ETF | 8,174 | $603,366.12 | $539,320.52 | - | -$64,045.6 | -10.61% | -0.468% |
| BNDX Vanguard Total International Bond ETF | 33,494 | $1.75M | $1.6M | - | -$146,321.06 | -8.38% | -0.23% |
| BNY BlackRock New York Municipal Income Trust | 28,557 | $2.16M | $4.46M | - | $2.31M | 106.89% | +0.16% |
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FAQ
Which stocks have generated the highest profits for Geoffrey A. Frazier?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $5.84M, Apple Inc - $4.51M, Schwab U.S. Dividend Equity ETF - $2.81M, Exxon Mobil Corporation - $2.44M, and Vanguard S&P 500 ETF - $1.73M. 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: iShares Core MSCI EAFE ETF - $701,960.62, ProShares S&P 500 Dividend Aristocrats ETF - $597,559.69, Vanguard Value ETF - $583,010.63, Boeing Company - $547,460.28, and General Motors Company - $474,480. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Geoffrey A. Frazier's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.8M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $818,049.36, SPDR S&P 500 ETF Trust - $744,758.75, Chevron Corporation - $677,020.64, Schwab International Equity ETF - $568,921.23, and Vanguard S&P 500 ETF - $536,729.86. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Geoffrey A. Frazier's monthly returns?
Geoffrey A. Frazier'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 Geoffrey A. Frazier's strategy be considered aggressive or moderate?
Geoffrey A. Frazier'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 Geoffrey A. Frazier's strategy?
Geoffrey A. Frazier'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.
