TCL
Therese C.D. Linden Portfolio
Invests via Bank of New Hampshire | Managed by Therese C.D. Linden
Invests via Bank of New Hampshire
Managed by Therese C.D. Linden
Automatically Tracked
Therese C.D. Linden Profile
With a robust career in financial services, Therese C.D. Linden stands out as a seasoned investment professional adept at navigating complex markets. Her experience encompasses high-stakes corporate finance and advisory roles where she has successfully guided clients through multifaceted investment landscapes. Known for her strategic insights and operational excellence, she plays a pivotal role in steering financial strategies that drive growth and enhance shareholder value. A graduate of a prestigious business school, her academic credentials complement years spent influencing critical decisions within various sectors.
With a robust career in financial services, Therese C.D. Linden stands out as a seasoned investment professional adept at navigating complex markets. Her experience encompasses high-stakes corporate finance and advisory roles where she has successfully guided clients through multifaceted investment landscapes. Known for her strategic insights and operational excellence, she plays a pivotal role in steering financial strategies that drive growth and enhance shareholder value. A graduate of a prestigious business school, her academic credentials complement years spent influencing critical decisions within various sectors.
Investment Philosophy & Strategy
A keen observer of market dynamics, Therese C.D. Linden leverages her extensive experience to identify unique investment opportunities. Her leadership in corporate finance equips her with the ability to assess risks while capitalizing on strategic growth initiatives across diverse sectors. Emphasizing a tailored approach, she focuses on operational efficiency and stakeholder alignment in every venture undertaken. With a proactive mindset shaped by years of advisory excellence, decision-making is grounded in empirical analysis and forward-thinking strategies that foster innovation and sustainable value creation.
A keen observer of market dynamics, Therese C.D. Linden leverages her extensive experience to identify unique investment opportunities. Her leadership in corporate finance equips her with the ability to assess risks while capitalizing on strategic growth initiatives across diverse sectors. Emphasizing a tailored approach, she focuses on operational efficiency and stakeholder alignment in every venture undertaken. With a proactive mindset shaped by years of advisory excellence, decision-making is grounded in empirical analysis and forward-thinking strategies that foster innovation and sustainable value creation.
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:
54.49%
Gain -0.61%
Monthly
0.69%
Yearly
8.56%
Drawdown
15.37%
$482.36M
Equity
Holdings
$482.36M
Investment
$318M
$170.79M
Profit -$2.44M
Realized
$6.42M
Unrealized
$164.37M
Dividends
$33.4M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$2.44M
Win %
70%
This Week
Compared To Last Week
Gain
-0.5%
Profit
-$2.44M
Win %
70%
This Month
Compared to last month
Gain
-1.42%
Profit
-$6.94M
Win %
70%
This Year
Compared to last year
Gain
0.43%
Profit
$2.16M
Win %
71%
CRWD CrowdStrike Holdings, Inc.
+13.85%
+$72,287.36 
HUBS HubSpot, Inc.
+11.24%
+$531.72 
CLNE Clean Energy Fuels Corp.
+9.2%
+$28.05 
WIX Wix.com Ltd.
+8.81%
+$519.75 
IHAK iShares Cybersecurity and Tech ETF
+7.77%
+$954 
NOW ServiceNow, Inc.
+7.41%
+$122,838.38 
CTSH Cognizant Technology Solutions Corporation
+6.83%
+$7,843.3 
APPF Appfolio Inc.
+6.42%
+$93.73 
EMBC Embecta Corp.
+6.07%
+$0.3 
ACN Accenture plc Class A
+6.05%
+$200.25 
CPRT Copart Inc.
+5.94%
+$220.72 
INTU Intuit Inc.
+5.47%
+$351.6 
AJG Arthur J. Gallagher & Co.
+5.4%
+$25,960 
ADBE Adobe Inc.
+5.3%
+$14,693.63 
DSGX The Descartes Systems Group Inc.
+5.23%
+$230.84 
CHKP Check Point Software Technologies Ltd.
+5.21%
+$4,860.19 
BSX Boston Scientific Corporation
+4.83%
+$5,903.37 
CRM Salesforce Inc
+4.68%
+$2,606.4 
MSTR Strategy Inc.
+4.56%
+$298.5 
TTD The Trade Desk, Inc. Class A
+4.39%
+$26.46 
DVA DaVita Inc.
+4.36%
+$594 
SHOP Shopify Inc.
+3.96%
+$73,822.5 
DPZ Domino's Pizza Inc.
+3.91%
+$1,521.25 
YUM Yum! Brands, Inc.
+3.89%
+$3,181.3 
NFLX Netflix, Inc.
+3.77%
+$1,109.6 
HONA Honeywell Aerospace Inc.
+3.68%
+$5,197.26 
PLTR Palantir Technologies Inc.
+3.64%
+$135,746.1 
CI The Cigna Group
+3.35%
+$12,618.81 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+3.34%
+$349.68 
MCK McKesson Corporation
+3.31%
+$4,636.44 
ZBH Zimmer Biomet Holdings, Inc.
+3.27%
+$382.5 
SFM Sprouts Farmers Market, Inc.
+3.26%
+$237 
GOOGL Alphabet Inc
+3.23%
+$445,286.38 
MDT Medtronic plc
+3.19%
+$2,267.8 
ADP Automatic Data Processing Inc.
+3.12%
+$116,987.49 
LDOS Leidos Holdings Inc.
+3.06%
+$4,194.9 
GOOG Alphabet Inc
+3.06%
+$147,087.36 
AZO AutoZone Inc.
+3.02%
+$434.95 
CLMB Climb Global Solutions Inc.
+3.02%
+$199.2 
VITL Vital Farms Inc.
+2.98%
+$47.27 
AON Aon plc
+2.91%
+$396.9 
BDX Becton, Dickinson and Company
+2.84%
+$5,721.65 
META Meta Platforms Inc Class A
+2.72%
+$79,033.55 
SKYY First Trust Cloud Computing ETF
+2.71%
+$1,290 
OMC Omnicom Group Inc.
+2.57%
+$30.45 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.55%
+$81 
IBM International Business Machines Corporation
+2.4%
+$61,846.2 
THG Hanover Insurance Group, Inc.
+2.4%
+$758.8 
MO Altria Group, Inc.
+2.38%
+$4,819.85 
ISRG Intuitive Surgical, Inc.
+2.38%
+$52.74 
SYK Stryker Corporation
+2.31%
+$92,957.41 
CMG Chipotle Mexican Grill, Inc.
+2.28%
+$783.75 
IBIT iShares Bitcoin Trust
+2.22%
+$1,146.54 
DJT Trump Media & Technology Group Corp.
+2.19%
+$13.3 
WM Waste Management, Inc.
+2.18%
+$30,597.31 
XLC Communication Services Select Sector SPDR Fund
+2.18%
+$2,868.95 
GPN Global Payments Inc.
+2.17%
+$896.64 
GMED Globus Medical Inc.
+2.16%
+$539.2 
UPS United Parcel Service, Inc.
+2.15%
+$74,502.72 
PHG Koninklijke Philips N.V.
+2.03%
+$50,600 
PM Philip Morris International Inc.
+2%
+$27,253.12 
DXCM DexCom, Inc.
+1.99%
+$712.8 
MCD McDonald's Corporation
+1.98%
+$21,583.08 
MRSH Marsh & McLennan Companies, Inc.
+1.98%
+$4,795 
MSFT Microsoft Corp.
+1.97%
+$284,813.16 
SPGI S&P Global Inc.
+1.97%
+$526.5 
ACGL Arch Capital Group Ltd
+1.94%
+$169.26 
LLY Eli Lilly and Company
+1.92%
+$12,977.25 
DIS The Walt Disney Company
+1.92%
+$2,664.24 
KTOS Kratos Defense & Security Solutions, Inc.
+1.91%
+$612.32 
SOFI SoFi Technologies, Inc.
+1.91%
+$330 
ALL Allstate Corporation
+1.87%
+$9,951.25 
GILD Gilead Sciences Inc.
+1.87%
+$3,766 
TGT Target Corporation
+1.83%
+$286 
GM General Motors Company
+1.82%
+$2,485.08 
WMT Walmart Inc.
+1.8%
+$84,346.79 
ABBV AbbVie Inc.
+1.79%
+$68,361.99 
MTCH Match Group, Inc.
+1.79%
+$197.6 
CME CME Group Inc.
+1.79%
+$15,630.81 
T AT&T Inc.
+1.78%
+$4,154.77 
CLX The Clorox Company
+1.78%
+$1,302.6 
MSI Motorola Solutions, Inc.
+1.75%
+$1,964.15 
FICO Fair Isaac Corporation
+1.74%
+$343.6 
GCT GigaCloud Technology Inc Class A Ordinary Shares
+1.68%
+$295.8 
ORLY O'Reilly Automotive Inc.
+1.63%
+$64,379 
ROOT Root, Inc. Class A Common Stock
+1.58%
+$76.05 
DHR Danaher Corporation
+1.58%
+$10,668.16 
PGR Progressive Corporation
+1.57%
+$1,179.9 
REGN Regeneron Pharmaceuticals, Inc.
+1.57%
+$147 
ROP Roper Technologies Inc.
+1.57%
+$30.45 
COST Costco Wholesale Corporation
+1.56%
+$76,850.9 
OTIS Otis Worldwide Corporation
+1.55%
+$619.53 
AFL Aflac Inc.
+1.49%
+$28,602.77 
XLV Health Care Select Sector SPDR Fund
+1.43%
+$4,550.4 
LHX L3Harris Technologies, Inc.
+1.41%
+$103.8 
ALLE Allegion plc
+1.37%
+$940.8 
NVS Novartis AG Sponsored ADR
+1.36%
+$474.3 
VZ Verizon Communications Inc.
+1.35%
+$8,467.28 
LULU lululemon athletica inc.
+1.34%
+$186.2 
V Visa Inc. Class A
+1.32%
+$13,942.16 
WTRG Essential Utilities Inc.
+1.31%
+$202.5 
IPAY Amplify Digital Payments ETF
+1.31%
+$621.4 
FDN First Trust Dow Jones Internet Index Fund
+1.31%
+$2,994.09 
SNY Sanofi American Depositary Receipt
+1.31%
+$112 
EXR Extra Space Storage Inc.
+1.29%
+$245.64 
CL Colgate-Palmolive Company
+1.27%
+$3,566.2 
AIG American International Group Inc.
+1.26%
+$118.75 
AMX América Móvil, S.A.B. de C.V.
+1.25%
+$297.25 
XLP Consumer Staples Select Sector SPDR Fund
+1.25%
+$1,430 
AMRX Amneal Pharmaceuticals Inc.
+1.24%
+$149.31 
KO The Coca-Cola Company
+1.22%
+$12,437.75 
UNH UnitedHealth Group Incorporated
+1.2%
+$1,092 
CPB The Campbell's Company
+1.19%
+$43.75 
CVCO Cavco Industries Inc.
+1.14%
+$84.42 
UTHR United Therapeutics Corporation
+1.12%
+$2,940.34 
ABT Abbott Laboratories
+1.11%
+$10,392.61 
AMGN Amgen Inc.
+1.1%
+$5,540.25 
CB Chubb Limited
+1.06%
+$5,893.2 
LMT Lockheed Martin Corporation
+1.01%
+$4,126.2 
VSNT Versant Media Group, Inc.
+1.01%
+$14.25 
HTGC Hercules Capital Inc.
+1%
+$105 
CASY Casey's General Stores Inc.
+0.98%
+$38,337.98 
AXP American Express Company
+0.97%
+$25,751.25 
KMB Kimberly-Clark Corporation
+0.96%
+$737.9 
MA Mastercard Incorporated
+0.92%
+$1,225.59 
VTRS Viatris Inc.
+0.91%
+$108.45 
PNFP Pinnacle Financial Partners Inc.
+0.91%
+$198.9 
ORI Old Republic International Corp.
+0.9%
+$67.71 
XBI SPDR S&P Biotech ETF
+0.9%
+$12,238.8 
HIG The Hartford Insurance Group, Inc.
+0.9%
+$2,815.76 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$55,192.78 
NVO Novo Nordisk A/S Sponsored ADR
+0.87%
+$5.62 
FDXF FedEx Freight Holding Company Inc.
+0.86%
+$18.7 
BRK-A Berkshire Hathaway Inc.
+0.83%
+$19,022.85 
IBB iShares Biotechnology ETF
+0.82%
+$2,950.89 
BKNG Booking Holdings Inc.
+0.82%
+$214.5 
PLNT Planet Fitness Inc.
+0.8%
+$176.99 
LYV Live Nation Entertainment, Inc.
+0.79%
+$24,520.05 
TRV The Travelers Companies, Inc.
+0.77%
+$16,770.7 
SIRI Sirius XM Holdings Inc.
+0.76%
+$55 
NKE Nike, Inc. - Class B
+0.75%
+$323.12 
LOW Lowe's Companies Inc.
+0.73%
+$18,324 
RL Ralph Lauren Corporation
+0.73%
+$22,072 
BMY Bristol-Myers Squibb Company
+0.72%
+$3,239.32 
HD The Home Depot, Inc.
+0.7%
+$6,188.84 
PII Polaris Inc.
+0.67%
+$11.7 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$6,777.1 
SPGP Invesco S&P 500 GARP ETF
+0.64%
+$3,748.55 
DIVB iShares Core Dividend ETF
+0.64%
+$2,457.84 
TMO Thermo Fisher Scientific Inc.
+0.64%
+$7,534.89 
MRK Merck & Co., Inc.
+0.63%
+$7,714.98 
MET MetLife Inc.
+0.63%
+$445.91 
FOUR Shift4 Payments, Inc.
+0.61%
+$169.68 
PG Procter & Gamble Co
+0.59%
+$13,461.58 
PYPL PayPal Holdings Inc
+0.58%
+$186.93 
KWEB KraneShares CSI China Internet ETF
+0.57%
+$186.9 
AMPH Amphastar Pharmaceuticals Inc.
+0.55%
+$14.3 
ENSG The Ensign Group, Inc.
+0.55%
+$39.9 
ASND Ascendis Pharma A/S
+0.53%
+$101.16 
XYL Xylem Inc.
+0.52%
+$69.44 
GEHC GE HealthCare Technologies Inc.
+0.5%
+$404.48 
URI United Rentals, Inc.
+0.47%
+$14,887.08 
SIG Signet Jewelers Ltd.
+0.46%
+$888.72 
MTG MGIC Investment Corporation
+0.42%
+$10,184.46 
WAT Waters Corporation
+0.42%
+$167.58 
SYY Sysco Corporation
+0.39%
+$372.16 
SMOT VanEck Morningstar SMID Moat ETF
+0.38%
+$10,746.3 
SHW The Sherwin-Williams Company
+0.37%
+$53.55 
FANG Diamondback Energy Inc
+0.37%
+$17.25 
OKE ONEOK, Inc.
+0.35%
+$237.66 
ULTA Ulta Beauty Inc.
+0.34%
+$9.35 
MP MP Materials Corp.
+0.34%
+$45.05 
ITW Illinois Tool Works Inc.
+0.34%
+$3,163.5 
SBUX Starbucks Corporation
+0.32%
+$54.72 
TMUS T-Mobile US, Inc.
+0.31%
+$11.4 
ARCC Ares Capital Corporation
+0.3%
+$5,047.68 
THC Tenet Healthcare Corporation
+0.3%
+$30.42 
QUS SPDR MSCI USA StrategicFactors ETF
+0.29%
+$85.25 
LVHI Franklin International Low Volatility High Dividend ETF
+0.28%
+$36 
JNJ Johnson & Johnson
+0.28%
+$11,043 
UNP Union Pacific Corporation
+0.27%
+$1,476.68 
GD General Dynamics Corporation
+0.26%
+$1,290.62 
AAPL Apple Inc.
+0.24%
+$55,362.69 
PRU Prudential Financial, Inc.
+0.24%
+$466.9 
ICE Intercontinental Exchange, Inc.
+0.24%
+$3,877.24 
WBD Warner Bros. Discovery, Inc.
+0.21%
+$4.32 
FDX FedEx Corporation
+0.2%
+$21.35 
OBDC Blue Owl Capital Corporation
+0.18%
+$10 
D Dominion Energy, Inc.
+0.17%
+$12.1 
MPC Marathon Petroleum Corporation
+0.15%
+$177 
CAH Cardinal Health Inc.
+0.14%
+$6,064.32 
MFC Manulife Financial Corporation
+0.12%
+$39.3 
CFG Citizens Financial Group, Inc.
+0.1%
+$38.5 
SJM The J.M. Smucker Company
+0.1%
+$45 
BIIB Biogen Inc.
+0.1%
+$4.2 
MELI MercadoLibre, Inc.
+0.09%
+$139.2 
HII Huntington Ingalls Industries Inc.
+0.09%
+$48 
RSP Invesco S&P 500 Equal Weight ETF
+0.08%
+$351.22 
FBIN Fortune Brands Innovations Inc.
+0.07%
+$40.05 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$7 
HRMY Harmony Biosciences Holdings, Inc.
+0.05%
+$4.36 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$0.5 
AB AllianceBernstein Holding L.P.
+0.03%
+$3 
JAZZ Jazz Pharmaceuticals plc
+0.03%
+$125.58 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$15 
IBMO iShares iBonds Dec 2026 Term ETF
+0.02%
+$4.53 
PEP PepsiCo, Inc.
+0.01%
+$126.12 
DVY iShares Select Dividend ETF
+0.01%
+$70 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENR Energizer Holdings Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
SQ Block, Inc.
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BTT BlackRock Municipal 2030 Target Term Trust
0%
$0 0318
031835101
0%
$0 DOMK
DOMK
0%
$0 4581
458111101
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$8,239.77 
GLW Corning Incorporated
-13.61%
-$229,625.7 
NVT nVent Electric plc
-9.68%
-$38,350.7 
GEV GE Vernova Inc.
-8.62%
-$87,274.42 
FRMI Fermi Inc.
-8.18%
-$1,241.1 
FN Fabrinet
-7.77%
-$137,837.16 
VRT Vertiv Holdings Co
-7.64%
-$14,981.5 
ETN Eaton Corporation plc
-7.59%
-$265,614.37 
MRVL Marvell Technology, Inc.
-7.32%
-$16,139.52 
ASML ASML Holding N.V. New York Registry Shares
-7.25%
-$150,119.85 
Q Qnity Electronics Inc.
-7.21%
-$1,257.18 
ACLS Axcelis Technologies, Inc.
-7.16%
-$706.44 
ACMR Acm Research Inc.
-7.14%
-$5,458.68 
CEG Constellation Energy Corporation
-7.09%
-$180,792.62 
AMAT Applied Materials, Inc.
-7.07%
-$194,261.1 
ECG Everus Construction Group, Inc.
-6.92%
-$4,176.35 
XSD SPDR S&P Semiconductor ETF
-6.18%
-$18,230.42 
JBL Jabil Inc.
-6.12%
-$64,787.91 
SOLS Sollensys Corp
-6.09%
-$697.5 
ANET Arista Networks, Inc.
-5.89%
-$143,813.04 
DELL Dell Technologies Inc.
-5.81%
-$33,355.52 
JCI Johnson Controls International plc
-5.65%
-$57.75 
INTC Intel Corporation
-5.59%
-$19,348.75 
NTAP NetApp, Inc.
-5.54%
-$135,156.47 
MU Micron Technology, Inc.
-5.25%
-$317,728.46 
RRX Regal Rexnord Corporation
-5.18%
-$1,682 
BAC Bank of America Corporation
-5.14%
-$172,940.62 
VST Vistra Corp
-5.14%
-$427.28 
SNDK SanDisk Corporation
-5%
-$2,779.5 
SLB Schlumberger Limited
-4.9%
-$43.93 
HL Hecla Mining Company
-4.85%
-$5,852.16 
AVGO Broadcom Inc.
-4.77%
-$219,501.7 
P Everpure Inc.
-4.49%
-$73,294.2 
MBC MasterBrand, Inc.
-4.44%
-$132 
AMD Advanced Micro Devices, Inc.
-4.4%
-$173,671.68 
PWR Quanta Services Inc.
-4.4%
-$11,611.6 
NRG NRG Energy, Inc.
-4.39%
-$3,935.86 
CAT Caterpillar Inc.
-4.27%
-$21,767.62 
VALE Vale S.A.
-4.04%
-$5,930.44 
GS The Goldman Sachs Group, Inc.
-3.97%
-$41,820.24 
LEU Centrus Energy Corp.
-3.86%
-$323.68 
BKR Baker Hughes Company
-3.86%
-$11,659.92 
MOD Modine Manufacturing Company
-3.83%
-$202.72 
TT Trane Technologies plc
-3.75%
-$90,586.2 
ORCL Oracle Corporation
-3.75%
-$60,195.96 
MCHP Microchip Technology Incorporated
-3.67%
-$16,918.4 
MS Morgan Stanley
-3.63%
-$39,257.88 
ASPI ASP Isotopes Inc.
-3.62%
-$360 
CCJ Cameco Corporation
-3.53%
-$30,128.55 
CDE Coeur Mining, Inc.
-3.45%
-$4,247.93 
CLF Cleveland-Cliffs Inc.
-3.44%
-$147.32 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.41%
-$7,048.65 
PAAS Pan American Silver Corp.
-3.36%
-$2,264.6 
NVDA NVIDIA Corporation
-3.35%
-$286,094.88 
URNM Sprott Uranium Miners ETF
-3.34%
-$868 
UTG Reaves Utility Income Fund
-3.3%
-$1,950 
KGC Kinross Gold Corporation
-3.24%
-$6,798.33 
BCS Barclays PLC Sponsored ADR
-3.2%
-$3,316.55 
BNY BlackRock New York Municipal Income Trust
-3.06%
-$2,201.71 
GDX VanEck Gold Miners ETF
-3.04%
-$4,425 
NEM Newmont Corporation
-2.94%
-$3,327.89 
CMI Cummins Inc.
-2.84%
-$758.88 
AMPX Amprius Technologies Inc.
-2.81%
-$727.42 
EEM iShares MSCI Emerging Markets ETF
-2.77%
-$25,680.8 
BHP BHP Group Ltd.
-2.77%
-$7,230 
PDO PIMCO Dynamic Income Opportunities Fund
-2.71%
-$1,247.87 
IRM Iron Mountain Inc.
-2.71%
-$2,839.2 
STT State Street Corp
-2.71%
-$115.17 
IEMG iShares Core MSCI Emerging Markets ETF
-2.65%
-$569.4 
EMR Emerson Electric Co.
-2.56%
-$8,102.87 
TDG TransDigm Group Inc.
-2.54%
-$145 
NGG National Grid plc Sponsored ADR
-2.45%
-$3,607.89 
FCX Freeport-McMoRan Inc.
-2.43%
-$3,458.62 
MDU MDU Resources Group, Inc.
-2.4%
-$653.2 
AVEM Avantis Emerging Markets Equity ETF
-2.34%
-$996.81 
RIO Rio Tinto Plc Sponsored ADR
-2.3%
-$632.5 
OC Owens Corning
-2.27%
-$2,691 
SF Stifel Financial Corp.
-2.25%
-$27,305.54 
ROBO ROBO Global Robotics & Automation Index ETF
-2.19%
-$525.92 
ALB Albemarle Corporation
-2.13%
-$410 
DD DuPont de Nemours, Inc.
-2.11%
-$337.68 
CRUS Cirrus Logic, Inc.
-2.06%
-$18,272.1 
PAVE Global X U.S. Infrastructure Development ETF
-2.05%
-$888 
SPCX Space Exploration Technologies Corp. Class A
-2.02%
-$1,224 
TXN Texas Instruments Inc
-1.97%
-$21,864.48 
XNTK SPDR NYSE Technology ETF
-1.94%
-$392 
VLO Valero Energy Corporation
-1.93%
-$7,268.56 
INGR Ingredion Inc.
-1.91%
-$6,090.24 
KNF Knife River Corporation
-1.91%
-$555.5 
C Citigroup Inc.
-1.9%
-$2,616.24 
GE General Electric Company
-1.88%
-$67,834.56 
NASA Tema Space Innovators ETF
-1.88%
-$112.2 
HXL Hexcel Corporation
-1.85%
-$968.36 
CSCO Cisco Systems, Inc.
-1.85%
-$39,226.5 
NUE Nucor Corporation
-1.83%
-$3,213 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$45,931.75 
MKC McCormick & Company, Incorporated
-1.81%
-$2,185.5 
MMM 3M Company
-1.79%
-$1,397.12 
XEL Xcel Energy Inc.
-1.77%
-$1,018.4 
TSLA Tesla, Inc.
-1.77%
-$3,920.82 
WFC Wells Fargo & Company
-1.75%
-$1,927.6 
JPM JPMorgan Chase & Co.
-1.71%
-$154,874.79 
PTY PIMCO Corporate & Income Opportunity Fund
-1.66%
-$650.75 
ETR Entergy Corporation
-1.61%
-$112.2 
CTVA Corteva Inc.
-1.6%
-$1,197.96 
AMG Affiliated Managers Group Inc.
-1.59%
-$6,146.76 
VGT Vanguard Information Technology ETF
-1.57%
-$136,556.8 
PHYS Sprott Physical Gold Trust
-1.55%
-$408 
RJF Raymond James Financial Inc.
-1.53%
-$29,714.45 
GLD SPDR Gold Shares
-1.51%
-$246,270.82 
APD Air Products and Chemicals, Inc.
-1.5%
-$872 
DCI Donaldson Company, Inc.
-1.47%
-$1,509.62 
LNG Cheniere Energy Inc.
-1.47%
-$2,047.5 
GLDM SPDR Gold MiniShares Trust
-1.47%
-$3,016.44 
CF CF Industries Holdings, Inc.
-1.42%
-$245.7 
XLI Industrial Select Sector SPDR Fund
-1.4%
-$1,120.46 
AEM Agnico Eagle Mines Limited
-1.39%
-$872.92 
XLU Utilities Select Sector SPDR Fund
-1.37%
-$2,205.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.33%
-$99,221.3 
SCHF Schwab International Equity ETF
-1.31%
-$974.95 
VPU Vanguard Utilities ETF
-1.31%
-$216 
IXUS iShares Core International Stock ETF
-1.31%
-$826.77 
VEU Vanguard FTSE All-World ex-US ETF
-1.29%
-$38,787.1 
BLK BlackRock, Inc.
-1.28%
-$4,748.92 
AVES Avantis Emerging Markets Value ETF
-1.27%
-$357.44 
CMCSA Comcast Corp
-1.27%
-$733.44 
AMZN Amazon.com Inc
-1.26%
-$94,044.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.26%
-$393.8 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$65,960.07 
WMB The Williams Companies, Inc.
-1.22%
-$4,721.45 
ICVT iShares Convertible Bond ETF
-1.22%
-$129.27 
HROW Harrow Inc.
-1.19%
-$77.9 
FEZ SPDR Euro Stoxx 50 ETF
-1.18%
-$920.04 
RTX RTX Corporation
-1.17%
-$18,664.4 
VDE Vanguard Energy ETF
-1.17%
-$451.5 
FISV Fiserv, Inc.
-1.14%
-$404.15 
AKAM Akamai Technologies Inc.
-1.14%
-$803.98 
CNP CenterPoint Energy Inc.
-1.14%
-$163.31 
SCHA Schwab U.S. Small-Cap ETF
-1.12%
-$1,585.74 
IGM iShares Expanded Tech Sector ETF
-1.07%
-$4,476.33 
ALK Alaska Air Group Inc.
-1.03%
-$285.6 
QCOM QUALCOMM Incorporated
-1.02%
-$7,523.7 
EWJ iShares MSCI Japan ETF
-1.02%
-$1,487.4 
EXC Exelon Corporation
-1.02%
-$2,573.12 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-1%
-$16,294.85 
SVIX -1X Short VIX Futures ETF
-1%
-$1,948.52 
DVN Devon Energy Corporation
-0.99%
-$270.5 
ACHR Archer Aviation Inc.
-0.99%
-$176 
VTR Ventas Inc.
-0.98%
-$1,100 
MFM MFS Municipal Income Trust
-0.96%
-$25 
BG Bunge Global S.A.
-0.96%
-$2,863.86 
JLL Jones Lang LaSalle Inc.
-0.95%
-$38,587.98 
XLB Materials Select Sector SPDR Fund
-0.94%
-$15,296.64 
PSX Phillips 66
-0.94%
-$3,701.48 
AVDV Avantis International Small Cap Value ETF
-0.93%
-$1,640.08 
EVRG Evergy Inc.
-0.93%
-$136.04 
XLE Energy Select Sector SPDR Fund
-0.92%
-$28,969.8 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.92%
-$195.84 
SCHM Schwab U.S. Mid-Cap ETF
-0.91%
-$1,636.8 
AEP American Electric Power Company, Inc.
-0.89%
-$225.5 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$30,393 
CVX Chevron Corporation
-0.89%
-$9,791.47 
MDY SPDR S&P MidCap 400 ETF Trust
-0.88%
-$44,610.73 
AVDE Avantis International Equity ETF
-0.87%
-$1,306.53 
RMM RiverNorth Managed Duration Municipal Income Fund, Inc.
-0.87%
-$60 
F Ford Motor Company
-0.86%
-$45.24 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$10,309.97 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$1,394.25 
JHMM John Hancock Multifactor Mid Cap ETF
-0.83%
-$224.48 
NEE NextEra Energy, Inc.
-0.81%
-$4,296.04 
NI NiSource Inc.
-0.81%
-$167.5 
EFA iShares MSCI EAFE ETF
-0.81%
-$16,993.6 
QQQM Invesco NASDAQ 100 ETF
-0.81%
-$29,862 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$3,853.2 
UAL United Airlines Holdings, Inc.
-0.78%
-$2,297.92 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.78%
-$89.9 
VGSR Vert Global Sustainable Real Estate ETF
-0.77%
-$98.98 
COF Capital One Financial Corporation
-0.76%
-$465.87 
VT Vanguard Total World Stock ETF
-0.76%
-$366 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$638.4 
IWP iShares Russell Mid-Cap Growth ETF
-0.73%
-$517.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.72%
-$6,789 
VOOG Vanguard S&P 500 Growth ETF
-0.71%
-$5,330.01 
LECO Lincoln Electric Holdings, Inc.
-0.71%
-$5,094.21 
ARKX ARK Space & Defense Innovation ETF
-0.69%
-$207.02 
PNR Pentair plc
-0.69%
-$951.6 
VOT Vanguard Mid-Cap Growth ETF
-0.68%
-$291.45 
XLG Invesco S&P 500 Top 50 ETF
-0.67%
-$2,058 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$2,129.93 
XLRE The Real Estate Select Sector SPDR Fund
-0.66%
-$85.5 
ED Consolidated Edison, Inc.
-0.64%
-$68 
IXC iShares Global Energy ETF
-0.64%
-$228 
RKLB Rocket Lab Corporation
-0.64%
-$318.8 
FITB Fifth Third Bancorp
-0.6%
-$153.78 
WELL Welltower Inc.
-0.56%
-$242.06 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.56%
-$12.15 
XOM Exxon Mobil Corporation
-0.55%
-$23,003.1 
EPD Enterprise Products Partners L.P.
-0.54%
-$1,897.35 
TXT Textron Inc.
-0.54%
-$179.66 
HBAN Huntington Bancshares Incorporated
-0.53%
-$855.36 
PGX Invesco Preferred ETF
-0.53%
-$368.5 
VO Vanguard Mid-Cap ETF
-0.52%
-$60,288.76 
COP ConocoPhillips
-0.51%
-$2,869.3 
SUSA iShares MSCI USA ESG Select ETF
-0.51%
-$4,574.1 
ICF iShares Cohen & Steers Realty Majors ETF
-0.5%
-$379.5 
VTV Vanguard Value ETF
-0.49%
-$1,740.2 
SDVD FT Vest Smid Rising Dividend Fund
-0.48%
-$598.4 
ESGU iShares ESG Aware MSCI USA ETF
-0.47%
-$854.1 
IVV iShares Core S&P 500 ETF
-0.47%
-$111,605.3 
DOW Dow Inc.
-0.47%
-$3.24 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$35,961.35 
TROW T. Rowe Price Group, Inc.
-0.46%
-$107.8 
DFIV Dimensional International Value ETF
-0.46%
-$41,177.7 
VOO Vanguard S&P 500 ETF
-0.46%
-$51,610.38 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$4,706.1 
AMT American Tower Corporation
-0.44%
-$109.2 
PLD Prologis Inc.
-0.43%
-$139.24 
DEMZ Democratic Large Cap Core ETF
-0.43%
-$744.21 
AVUV Avantis U.S. Small Cap Value ETF
-0.43%
-$23,878.09 
SRE Sempra
-0.42%
-$140 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.42%
-$573.85 
STAG Stag Industrial Inc.
-0.42%
-$480.5 
IJS iShares S&P Small-Cap 600 Value ETF
-0.42%
-$29.12 
VB Vanguard Small-Cap ETF
-0.4%
-$2,808.02 
CQQQ Invesco China Technology ETF
-0.39%
-$179.28 
LIN Linde plc
-0.39%
-$271.5 
O Realty Income Corporation
-0.39%
-$253 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$50.05 
RY Royal Bank of Canada
-0.37%
-$508.2 
GPC Genuine Parts Company
-0.37%
-$22.27 
PSA Public Storage Common Stock
-0.37%
-$292.95 
VUG Vanguard Growth ETF
-0.36%
-$4,097.88 
BP BP p.l.c. Sponsored ADR
-0.36%
-$129.53 
HCA HCA Healthcare Inc.
-0.35%
-$943.75 
DSI iShares MSCI KLD 400 Social ETF
-0.35%
-$260.09 
IWM iShares Russell 2000 ETF
-0.35%
-$2,920.03 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.34%
-$279.45 
CARR Carrier Global Corporation
-0.34%
-$382.2 
CTAS Cintas Corporation
-0.34%
-$5,267.96 
RF Regions Financial Corporation
-0.33%
-$47 
SHEL Shell plc
-0.33%
-$249.16 
ET Energy Transfer L.P.
-0.33%
-$1,314.81 
IP International Paper Company
-0.32%
-$134.2 
DUK Duke Energy Corporation
-0.32%
-$2,348.02 
TM Toyota Motor Corporation
-0.31%
-$82.35 
MLN VanEck Long Muni ETF
-0.3%
-$379.85 
IWR iShares Russell Mid-Cap ETF
-0.29%
-$160 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.28%
-$176.4 
DAR Darling Ingredients Inc.
-0.28%
-$196.74 
NLY Annaly Capital Management, Inc.
-0.27%
-$30 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.26%
-$148.35 
USB U.S. Bancorp
-0.26%
-$187.68 
AVSC Avantis U.S. Small Cap Equity ETF
-0.24%
-$334.22 
ECL Ecolab Inc.
-0.23%
-$58.5 
GWW W.W. Grainger, Inc.
-0.23%
-$1,156.24 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$761.8 
SLVM Sylvamo Corporation
-0.23%
-$2.16 
FALN iShares Fallen Angels USD Bond ETF
-0.23%
-$424.86 
VCR Vanguard Consumer Discretionary ETF
-0.22%
-$12.6 
BLDR Builders FirstSource, Inc.
-0.21%
-$16.51 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$6,207.2 
SO The Southern Company
-0.2%
-$765.34 
HYD VanEck High Yield Muni ETF
-0.18%
-$22.5 
BX Blackstone Inc.
-0.16%
-$127 
WEC WEC Energy Group Inc.
-0.15%
-$32 
SYF Synchrony Financial
-0.15%
-$149.16 
VOOV Vanguard S&P 500 Value ETF
-0.15%
-$202.3 
IWS iShares Russell Mid-Cap Value ETF
-0.14%
-$50.05 
IVE ISHARES S&P 500 VALUE ETF
-0.14%
-$509.87 
SU Suncor Energy Inc.
-0.14%
-$33.25 
WAL Western Alliance Bancorporation
-0.13%
-$238.2 
DAL Delta Air Lines, Inc.
-0.12%
-$178.9 
JNK SPDR Bloomberg High Yield Bond ETF
-0.12%
-$7.26 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.11%
-$10.39 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$581.67 
JSCP JPMorgan Short Duration Core Plus ETF
-0.11%
-$153.75 
BUFR FT Vestladder Buffer ETF-USD I
-0.11%
-$34.8 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.1%
-$310.75 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.1%
-$40 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.1%
-$1,228.4 
NSC Norfolk Southern Corporation
-0.1%
-$461.9 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.09%
-$4,945.78 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$52.85 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.09%
-$826.8 
AVIG Avantis Core Fixed Income ETF
-0.09%
-$435.55 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$121.87 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.08%
-$2.24 
BA Boeing Company
-0.08%
-$16 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$469.95 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$801.45 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.07%
-$90 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.07%
-$12 
MUB iShares National Muni Bond ETF
-0.07%
-$26.04 
GVI iShares Intermediate Government Bond ETF
-0.07%
-$5,622.47 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.06%
-$6.53 
A Agilent Technologies Inc.
-0.06%
-$25.65 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.06%
-$1.35 
UTEN US Treasury 10 Year Note ETF
-0.06%
-$22.5 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.05%
-$38 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$3 
CSX CSX Corporation
-0.04%
-$40 
VCRB Vanguard Core Bond ETF
-0.04%
-$15.75 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.04%
-$37.7 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$15.06 
SCHP Schwab U.S. TIPS ETF
-0.04%
-$19.02 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$259.56 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$16.14 
TJX The TJX Companies, Inc.
-0.03%
-$1,895.38 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$6.4 
TD The Toronto-Dominion Bank
-0.03%
-$89.88 
TPHD Timothy Plan High Dividend Stock ETF
-0.02%
-$13 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.02%
-$3.9 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$426.35 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$58.76 
JBND JPMorgan Active Bond ETF
-0.02%
-$855.47 
AOS A. O. Smith Corporation
-0.01%
-$1.6 Events
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Dividends
Dividend Analysis
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| Trades 4845 | Longs Won 2684/4845 55% | Profit Factor 4.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $330,785.03 |
| Average Win $81,579.06 | Best Trade (Sep 11) $12.42M | Sharpe Ratio -12.92 |
| Average Loss -$22,289.15 | Worst Trade (Sep 11) -$3.59M | Z-Score 5.56 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3w 4d | Expectancy $35,251.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0318 031835101 | 40 | $4 | $4 | - | - | - | 0.0 |
| 4581 458111101 | 1,000 | $0.01 | $0.01 | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 285 | $37,714.05 | $41,849.4 | - | $4,135.35 | 10.97% | -0.061% |
| AAPL Apple Inc. | 68,349 | $9.7M | $22.77M | - | $13.07M | 134.79% | +0.244% |
| AB AllianceBernstein Holding L.P. | 300 | $12,249 | $10,830 | - | -$1,419 | -11.58% | +0.028% |
| ABBV AbbVie Inc. | 14,813 | $1.71M | $3.88M | - | $2.16M | 126.37% | +1.795% |
| ABT Abbott Laboratories | 9,197 | $1.07M | $948,026.76 | - | -$117,484.72 | -11.03% | +1.108% |
| ACGL Arch Capital Group Ltd | 91 | $8,735.09 | $8,913.45 | - | $178.36 | 2.04% | +1.936% |
| ACHR Archer Aviation Inc. | 3,200 | $16,544 | $17,680 | - | $1,136 | 6.87% | -0.986% |
| ACLS Axcelis Technologies, Inc. | 87 | $8,097.96 | $9,161.97 | - | $1,064.01 | 13.14% | -7.159% |
| ACMR Acm Research Inc. | 1,062 | $72,078.54 | $71,005.32 | - | -$1,073.22 | -1.49% | -7.139% |
| ACN Accenture plc Class A | 18 | $2,239.92 | $3,510.45 | - | $1,270.53 | 56.72% | +6.049% |
| ADBE Adobe Inc. | 1,099 | $414,363.11 | $291,894.4 | - | -$122,468.71 | -29.56% | +5.301% |
| ADP Automatic Data Processing Inc. | 13,977 | $3.09M | $3.87M | - | $773,005.21 | 24.99% | +3.12% |
| AEM Agnico Eagle Mines Limited | 314 | $63,735.72 | $62,040.12 | - | -$1,695.6 | -2.66% | -1.388% |
| AEP American Electric Power Company, Inc. | 205 | $22,400.35 | $25,057.15 | - | $2,656.8 | 11.86% | -0.892% |
| AFL Aflac Inc. | 16,678 | $960,781.03 | $1.95M | - | $990,378.19 | 103.08% | +1.488% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,625 | $159,789.65 | $155,845.62 | - | -$3,944.03 | -2.47% | -0.078% |
| AIG American International Group Inc. | 125 | $5,935 | $9,535 | - | $3,600 | 60.66% | +1.261% |
| AJG Arthur J. Gallagher & Co. | 2,000 | $281,713.4 | $506,600 | - | $224,886.6 | 79.83% | +5.401% |
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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 Therese C.D. Linden?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $3.11M, Microsoft Corp - $2.3M, SPDR Gold Shares - $2.26M, Oracle Corporation - $1.95M, and Exxon Mobil Corporation - $1.92M. 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: Meta Platforms Inc Class A - $2.22M, 3M Company - $1.58M, Novo Nordisk A/S Sponsored ADR - $1.45M, Boston Scientific Corporation - $1.18M, and Netflix, Inc - $1.09M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Therese C.D. Linden's portfolio generate?
The portfolio generates substantial dividend income, with a total of $33.4M earned over time. The largest contributors to dividend income include iShares Intermediate Government Bond ETF - $1.24M, United Parcel Service, Inc - $1.2M, VANGUARD FTSE DEVELOPED MARKETS ETF - $926,060.55, Vanguard Mid-Cap ETF - $788,753.88, and JPMorgan Chase & Co - $777,016.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Therese C.D. Linden's monthly returns?
Therese C.D. Linden'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 Therese C.D. Linden's strategy be considered aggressive or moderate?
Therese C.D. Linden'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 Therese C.D. Linden's strategy?
Therese C.D. Linden'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.
