CW
Constance Wick Portfolio
Invests via Crabel Capital Management LLC | Managed by Constance Wick
Invests via Crabel Capital Management LLC
Managed by Constance Wick
Automatically Tracked
Constance Wick Profile
Constance Wick has built an impressive career at the intersection of entrepreneurship and technology innovation. With extensive experience in leading product development teams, she has driven growth for several startups across diverse sectors including software and e-commerce. Her leadership style emphasizes fostering collaborative environments that inspire creativity and agility. Recognized as a dynamic operator, Wick's strategic insights have been instrumental in scaling companies to new heights, positioning them effectively within competitive landscapes. Her role extends beyond traditional boundaries, making her a significant player in driving capital investment conversations among tech-focused entities.
Constance Wick has built an impressive career at the intersection of entrepreneurship and technology innovation. With extensive experience in leading product development teams, she has driven growth for several startups across diverse sectors including software and e-commerce. Her leadership style emphasizes fostering collaborative environments that inspire creativity and agility. Recognized as a dynamic operator, Wick's strategic insights have been instrumental in scaling companies to new heights, positioning them effectively within competitive landscapes. Her role extends beyond traditional boundaries, making her a significant player in driving capital investment conversations among tech-focused entities.
Investment Philosophy & Strategy
At the forefront of technology innovation, Constance Wick embodies a transformative leadership approach characterized by an entrepreneurial spirit. She thrives on leveraging her deep understanding of product development to identify and capitalize on emerging opportunities within dynamic markets. This mindset fosters agility, enabling strategic pivots that resonate with customer needs and market trends. Her background in diverse sectors enhances her capability to drive scalable solutions while simultaneously creating compelling value propositions for stakeholders. Wick's emphasis on collaboration not only cultivates high-performing teams but also ensures sustained competitive advantage through innovative thinking.
At the forefront of technology innovation, Constance Wick embodies a transformative leadership approach characterized by an entrepreneurial spirit. She thrives on leveraging her deep understanding of product development to identify and capitalize on emerging opportunities within dynamic markets. This mindset fosters agility, enabling strategic pivots that resonate with customer needs and market trends. Her background in diverse sectors enhances her capability to drive scalable solutions while simultaneously creating compelling value propositions for stakeholders. Wick's emphasis on collaboration not only cultivates high-performing teams but also ensures sustained competitive advantage through innovative thinking.
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:
9.76%
Gain -0.06%
Monthly
-0.32%
Yearly
-3.75%
Drawdown
37.84%
$132.49M
Equity
Holdings
$132.49M
Investment
$136.84M
-$103.81M
Profit -$199,104.72
Realized
-$99.47M
Unrealized
-$4.35M
Dividends
$43.05M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$199,104.72
Win %
22%
This Week
Compared To Last Week
Gain
0.33%
Profit
$440,560.9
Win %
22%
This Month
Compared to last month
Gain
0.94%
Profit
$1.24M
Win %
22%
This Year
Compared to last year
Gain
-3.26%
Profit
-$4.46M
Win %
55%
ORCL Oracle Corporation
+1.54%
+$17,147.66 
CSCO Cisco Systems, Inc.
+1.38%
+$6,636.65 
MSFT Microsoft Corporation Common Stock
+0.66%
+$5,072.43 
BA The Boeing Company
+0.4%
+$923.8 
EEM iShares MSCI Emerging Markets ETF
+0.37%
+$901.14 
TFI State Street SPDR Nuveen ICE Municipal Bond ETF
+0.18%
+$1,724.24 
VTEB Vanguard Tax-Exempt Bond ETF
+0.11%
+$1,492.92 
MUB iShares National Muni Bond ETF
+0.09%
+$2,928.24 
HYD VanEck High Yield Muni ETF
+0.04%
+$433.5 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$118.33 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$49.9 
BNDX Vanguard Total International Bond ETF
+0.02%
+$816.84 
PG The Procter & Gamble Company
-2.64%
-$7,966.51 
PEP PepsiCo, Inc.
-2.54%
-$13,765.12 
WMT Walmart Inc.
-1.58%
-$8,938.8 
GDXJ VanEck Junior Gold Miners ETF
-1.54%
-$6,013.8 
GDX VanEck Gold Miners ETF
-1.51%
-$6,924.65 
VZ Verizon Communications Inc.
-1.25%
-$3,556.11 
PFE Pfizer Inc.
-1.2%
-$8,159.57 
XLU State Street Utilities Select Sector SPDR ETF
-1%
-$12,645.87 
USMV iShares MSCI USA Min Vol Factor ETF
-0.5%
-$2,575 
DIS The Walt Disney Company
-0.42%
-$1,314.8 
VTI Vanguard Total Stock Market ETF
-0.4%
-$3,274.48 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.34%
-$24,792.95 
TLT iShares 20+ Year Treasury Bond ETF
-0.32%
-$10,117.64 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.27%
-$1,374.34 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.23%
-$19,438.38 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.16%
-$16,144.5 
BND Vanguard Total Bond Market ETF
-0.15%
-$10,865.03 
PGX Invesco Preferred ETF
-0.15%
-$665.01 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.15%
-$19,791.27 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.14%
-$1,464.75 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
-0.14%
-$1,819.23 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.13%
-$2,964.55 
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$12,216.75 
PFF iShares Preferred and Income Securities ETF
-0.12%
-$736.82 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$5,244.05 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$1,261.17 
IEF iShares 7-10 Year Treasury Bond ETF
-0.1%
-$5,474.76 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.1%
-$8,182.1 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.1%
-$1,042.34 
JNK State Street SPDR Bloomberg High Yield Bond ETF
-0.1%
-$12,055.32 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$703.75 
IEI iShares 3-7 Year Treasury Bond ETF
-0.08%
-$2,403.69 
BKLN Invesco Senior Loan ETF
-0.07%
-$646.58 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$140.49 
FLOT iShares Floating Rate Bond ETF
-0.03%
-$837.75 
MBB iShares MBS ETF
-0.02%
-$452.66 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$37.35 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
-0.01%
-$24.64 
TIP iShares TIPS Bond ETF
-0.01%
-$219.91 Events
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Dividends
Dividend Analysis
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| Trades 2494 | Longs Won 1130/2494 45% | Profit Factor 0.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $706,994.75 |
| Average Win $28,118.05 | Best Trade (Sep 30) $1.02M | Sharpe Ratio -3.04 |
| Average Loss -$99,404.98 | Worst Trade (Mar 30) -$23.97M | Z-Score -13.28 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 3d | Expectancy -$41,625.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,333 | 1,200 | 1,067 | 933 | 800 | 667 | 533 | 400 | 267 | 133 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 97,734 | $9.67M | $9.38M | - | -$291,735.99 | -3.02% | -0.13% |
| BA The Boeing Company | 1,240 | $246,797.2 | $233,485.8 | - | -$13,311.4 | -5.39% | +0.397% |
| BKLN Invesco Senior Loan ETF | 43,105 | $878,048.85 | $873,953.87 | - | -$4,094.98 | -0.47% | -0.074% |
| BND Vanguard Total Bond Market ETF | 98,773 | $7.25M | $7.04M | - | -$213,349.68 | -2.94% | -0.154% |
| BNDX Vanguard Total International Bond ETF | 80,875 | $3.92M | $3.82M | - | -$97,041.91 | -2.48% | +0.021% |
| BSV Vanguard Short-Term Bond ETF | 4,683 | $364,852.53 | $359,677.81 | - | -$5,174.72 | -1.42% | -0.039% |
| CSCO Cisco Systems, Inc. | 4,577 | $537,614.42 | $486,718.18 | - | -$50,896.24 | -9.47% | +1.382% |
| DIS The Walt Disney Company | 2,768 | $266,779.84 | $311,829.04 | - | $45,049.2 | 16.89% | -0.42% |
| EEM iShares MSCI Emerging Markets ETF | 3,918 | $214,353.78 | $242,720.1 | - | $28,366.32 | 13.23% | +0.373% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 107,630 | $10.38M | $9.87M | - | -$510,166.2 | -4.91% | -0.163% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 41,850 | $1.07M | $1.04M | - | -$31,596.75 | -2.95% | -0.141% |
| FLOT iShares Floating Rate Bond ETF | 55,850 | $2.85M | $2.85M | - | -$3,630.19 | -0.13% | -0.029% |
| FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | 16,430 | $506,865.5 | $506,101.5 | - | -$764 | -0.15% | -0.005% |
| GDX VanEck Gold Miners ETF | 5,607 | $423,048.15 | $451,111.18 | - | $28,063.03 | 6.63% | -1.512% |
| GDXJ VanEck Junior Gold Miners ETF | 3,855 | $378,753.75 | $384,112.2 | - | $5,358.45 | 1.41% | -1.542% |
| GOVT iShares U.S. Treasury Bond ETF | 209,762 | $4.78M | $4.66M | - | -$119,564.34 | -2.5% | -0.112% |
| HYD VanEck High Yield Muni ETF | 21,675 | $1.12M | $1.07M | - | -$48,552 | -4.35% | +0.041% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 172,101 | $13.78M | $13.25M | - | -$527,152.49 | -3.83% | -0.149% |
| IEF iShares 7-10 Year Treasury Bond ETF | 57,629 | $5.45M | $5.25M | - | -$199,684.49 | -3.66% | -0.104% |
| IEI iShares 3-7 Year Treasury Bond ETF | 26,797 | $3.15M | $3.07M | - | -$73,683.71 | -2.34% | -0.078% |
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FAQ
Which stocks have generated the highest profits for Constance Wick?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Gold Miners ETF - $1.75M, VanEck Junior Gold Miners ETF - $1.43M, SPDR Bloomberg Short Term High Yield Bond ETF - $1.01M, Invesco Senior Loan ETF - $775,778.63, and State Street SPDR Bloomberg High Yield Bond ETF - $774,105.89. 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: Bank of America Corporation - $23.65M, Apple Inc - $20.05M, Invesco Ltd - $8.02M, Golden Nugget Online Gaming, Inc - $4.07M, and The Macerich Company - $3.85M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Constance Wick's portfolio generate?
The portfolio generates substantial dividend income, with a total of $43.05M earned over time. The largest contributors to dividend income include WisdomTree Equity Premium Income Fund - $7.23M, iShares iBoxx $ High Yield Corporate Bond ETF - $3.34M, State Street SPDR Bloomberg High Yield Bond ETF - $2.6M, SPDR Bloomberg Short Term High Yield Bond ETF - $2.36M, and iShares J.P. Morgan USD Emerging Markets Bond ETF - $1.62M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Constance Wick's monthly returns?
Constance Wick'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 Constance Wick's strategy be considered aggressive or moderate?
Constance Wick's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Constance Wick's strategy?
Constance Wick's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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