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:
49%
Gain +0.74%
Monthly
0.68%
Yearly
8.51%
Drawdown
15.35%
$476.31M
Equity
Holdings
$476.31M
Investment
$318M
$164.85M
Profit +$3.07M
Realized
$6.53M
Unrealized
$158.32M
Dividends
$32.74M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.74%
Profit
$3.07M
Win %
71%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$1.37M
Win %
71%
This Month
Compared to last month
Gain
-0.55%
Profit
-$2.61M
Win %
71%
This Year
Compared to last year
Gain
-0.83%
Profit
-$3.89M
Win %
72%
ACHR Archer Aviation Inc.
+20.48%
+$2,910.4 
GPN Global Payments Inc.
+6.64%
+$2,414.39 
MSTR Strategy Inc.
+5.03%
+$238.5 
SNDK SanDisk Corporation
+4.96%
+$2,284.12 
MU Micron Technology, Inc.
+4.47%
+$235,241.8 
MRVL Marvell Technology, Inc.
+4.38%
+$7,724.19 
WIX Wix.com Ltd.
+4.34%
+$172.09 
PLNT Planet Fitness Inc.
+4.14%
+$948.29 
FN Fabrinet
+3.93%
+$80,340.88 
HUBS HubSpot, Inc.
+3.54%
+$166.95 
INTC Intel Corporation
+3.5%
+$11,205.45 
KWEB KraneShares CSI China Internet ETF
+2.96%
+$1,061.33 
AKAM Akamai Technologies Inc.
+2.92%
+$2,313.09 
SVIX -1X Short VIX Futures ETF
+2.79%
+$4,523.35 
AVGO Broadcom Inc.
+2.71%
+$127,608.53 
SHOP Shopify Inc.
+2.69%
+$48,201.75 
FOUR Shift4 Payments, Inc.
+2.6%
+$808.27 
AMD Advanced Micro Devices, Inc.
+2.52%
+$95,358.82 
EMBC Embecta Corp.
+2.31%
+$0.07 
ISRG Intuitive Surgical, Inc.
+2.27%
+$47.04 
IBIT iShares Bitcoin Trust
+1.99%
+$856.95 
CF CF Industries Holdings, Inc.
+1.98%
+$312 
CRM Salesforce Inc
+1.82%
+$699.75 
GOOG Alphabet Inc
+1.8%
+$89,313.28 
JBL Jabil Inc.
+1.78%
+$17,820.85 
VITL Vital Farms Inc.
+1.77%
+$39.07 
MSFT Microsoft Corp.
+1.76%
+$201,378.34 
VLO Valero Energy Corporation
+1.74%
+$5,186.32 
PSX Phillips 66
+1.73%
+$5,438.44 
TXT Textron Inc.
+1.68%
+$633.96 
GOOGL Alphabet Inc
+1.67%
+$235,153.93 
MELI MercadoLibre, Inc.
+1.66%
+$2,404 
VST Vistra Corp
+1.64%
+$142.8 
UAL United Airlines Holdings, Inc.
+1.63%
+$5,023.36 
MPC Marathon Petroleum Corporation
+1.62%
+$1,521 
FISV Fiserv, Inc.
+1.62%
+$561.7 
PLTR Palantir Technologies Inc.
+1.6%
+$47,254.8 
ICE Intercontinental Exchange, Inc.
+1.56%
+$22,242.54 
EPD Enterprise Products Partners L.P.
+1.54%
+$5,330.65 
RTX RTX Corporation
+1.54%
+$24,014.41 
COP ConocoPhillips
+1.53%
+$7,214.24 
ALL Allstate Corporation
+1.53%
+$8,023.85 
P Everpure Inc.
+1.51%
+$17,367.9 
LNG Cheniere Energy Inc.
+1.48%
+$1,944.99 
NRG NRG Energy, Inc.
+1.47%
+$1,497.05 
ALK Alaska Air Group Inc.
+1.45%
+$443.52 
CVX Chevron Corporation
+1.41%
+$13,615.05 
BG Bunge Global S.A.
+1.36%
+$3,931.5 
IBM International Business Machines Corporation
+1.36%
+$30,553.08 
DPZ Domino's Pizza Inc.
+1.35%
+$545 
TTD The Trade Desk, Inc. Class A
+1.32%
+$10.32 
NOW ServiceNow, Inc.
+1.32%
+$17,012.24 
VRT Vertiv Holdings Co
+1.32%
+$2,907.03 
AMZN Amazon.com Inc
+1.31%
+$93,899.11 
SKYY First Trust Cloud Computing ETF
+1.31%
+$534 
MKC McCormick & Company, Incorporated
+1.3%
+$1,574.5 
DD DuPont de Nemours, Inc.
+1.29%
+$220.5 
ABT Abbott Laboratories
+1.29%
+$11,956.1 
DOW Dow Inc.
+1.29%
+$9.24 
HXL Hexcel Corporation
+1.28%
+$748.79 
ULTA Ulta Beauty Inc.
+1.28%
+$30.6 
ANET Arista Networks, Inc.
+1.25%
+$25,803.19 
GEV GE Vernova Inc.
+1.24%
+$13,912.73 
DJT Trump Media & Technology Group Corp.
+1.24%
+$8.39 
OMC Omnicom Group Inc.
+1.24%
+$15.15 
PAAS Pan American Silver Corp.
+1.22%
+$683.4 
HII Huntington Ingalls Industries Inc.
+1.19%
+$638 
TXN Texas Instruments Inc
+1.16%
+$13,582.44 
WMB The Williams Companies, Inc.
+1.14%
+$4,429.68 
XNTK SPDR NYSE Technology ETF
+1.1%
+$209.72 
DAR Darling Ingredients Inc.
+1.09%
+$754.17 
ARKX ARK Space & Defense Innovation ETF
+1.09%
+$310.53 
TMUS T-Mobile US, Inc.
+1.05%
+$40.3 
DVN Devon Energy Corporation
+1.03%
+$243.45 
ACN Accenture plc Class A
+1.01%
+$26.1 
XLE Energy Select Sector SPDR Fund
+0.99%
+$27,521.31 
XOM Exxon Mobil Corporation
+0.99%
+$36,578.7 
IGM iShares Expanded Tech Sector ETF
+0.98%
+$3,882.9 
GD General Dynamics Corporation
+0.97%
+$4,887.89 
IPAY Amplify Digital Payments ETF
+0.96%
+$453.34 
VDE Vanguard Energy ETF
+0.93%
+$319.2 
FANG Diamondback Energy Inc
+0.92%
+$41.52 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$2,687.63 
INTU Intuit Inc.
+0.91%
+$53.01 
CI The Cigna Group
+0.9%
+$3,379.32 
LULU lululemon athletica inc.
+0.88%
+$143.91 
CQQQ Invesco China Technology ETF
+0.86%
+$433.26 
EEM iShares MSCI Emerging Markets ETF
+0.85%
+$7,376.4 
CRWD CrowdStrike Holdings, Inc.
+0.84%
+$4,316.03 
THG Hanover Insurance Group, Inc.
+0.84%
+$250.6 
V Visa Inc. Class A
+0.84%
+$8,585.28 
FDN First Trust Dow Jones Internet Index Fund
+0.8%
+$1,714.3 
PGR Progressive Corporation
+0.78%
+$560.62 
PYPL PayPal Holdings Inc
+0.78%
+$265.32 
FCX Freeport-McMoRan Inc.
+0.77%
+$902.25 
MDT Medtronic plc
+0.77%
+$500.48 
CEG Constellation Energy Corporation
+0.74%
+$16,753.33 
MCHP Microchip Technology Incorporated
+0.74%
+$3,732 
ACMR Acm Research Inc.
+0.73%
+$647.82 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$145.6 
KTOS Kratos Defense & Security Solutions, Inc.
+0.72%
+$227.04 
NVT nVent Electric plc
+0.71%
+$2,684 
FICO Fair Isaac Corporation
+0.7%
+$175.9 
VSNT Versant Media Group, Inc.
+0.7%
+$9.51 
ICVT iShares Convertible Bond ETF
+0.69%
+$72.54 
VOT Vanguard Mid-Cap Growth ETF
+0.67%
+$285.65 
IWP iShares Russell Mid-Cap Growth ETF
+0.65%
+$460.8 
A Agilent Technologies Inc.
+0.65%
+$242.25 
META Meta Platforms Inc Class A
+0.64%
+$18,445.64 
XLK State Street Technology Select Sector SPDR ETF
+0.63%
+$14,795 
ACGL Arch Capital Group Ltd
+0.62%
+$56.87 
ROP Roper Technologies Inc.
+0.61%
+$11.14 
IXC iShares Global Energy ETF
+0.61%
+$195 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.6%
+$5,499.16 
VGT Vanguard Information Technology ETF
+0.59%
+$48,154.38 
QQQ Invesco QQQ Trust, Series 1
+0.58%
+$2,751.31 
SIRI Sirius XM Holdings Inc.
+0.58%
+$44.75 
ETN Eaton Corporation plc
+0.58%
+$19,096 
PWR Quanta Services Inc.
+0.57%
+$1,467.7 
REGN Regeneron Pharmaceuticals, Inc.
+0.57%
+$46.08 
LDOS Leidos Holdings Inc.
+0.55%
+$626.58 
RRX Regal Rexnord Corporation
+0.54%
+$222 
QQQM Invesco NASDAQ 100 ETF
+0.53%
+$19,101.6 
CME CME Group Inc.
+0.52%
+$4,066.56 
MA Mastercard Incorporated
+0.52%
+$657.06 
CASY Casey's General Stores Inc.
+0.52%
+$28,202.2 
ENSG The Ensign Group, Inc.
+0.5%
+$36.15 
IWF iShares Russell 1000 Growth ETF
+0.5%
+$5,919.6 
XLC Communication Services Select Sector SPDR Fund
+0.49%
+$632.34 
VOOG Vanguard S&P 500 Growth ETF
+0.48%
+$3,493.62 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$189.97 
ALLE Allegion plc
+0.47%
+$286.72 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.45%
+$842.55 
KGC Kinross Gold Corporation
+0.44%
+$719.4 
TJX The TJX Companies, Inc.
+0.44%
+$32,223.84 
TM Toyota Motor Corporation
+0.43%
+$103.95 
BP BP p.l.c. Sponsored ADR
+0.42%
+$137.37 
VWO Vanguard FTSE Emerging Markets ETF
+0.41%
+$20,806.19 
SU Suncor Energy Inc.
+0.4%
+$87.5 
T AT&T Inc.
+0.39%
+$759.48 
MMM 3M Company
+0.38%
+$287.92 
DUK Duke Energy Corporation
+0.38%
+$2,904.12 
OKE ONEOK, Inc.
+0.37%
+$244.65 
CHKP Check Point Software Technologies Ltd.
+0.36%
+$355 
MTCH Match Group, Inc.
+0.36%
+$36.84 
CB Chubb Limited
+0.35%
+$1,997.14 
LMT Lockheed Martin Corporation
+0.34%
+$1,361.1 
CMCSA Comcast Corp
+0.34%
+$183.36 
TGT Target Corporation
+0.32%
+$45 
LHX L3Harris Technologies, Inc.
+0.32%
+$26.7 
SYK Stryker Corporation
+0.3%
+$13,863.35 
VUG Vanguard Growth ETF
+0.28%
+$3,009.41 
AOS A. O. Smith Corporation
+0.26%
+$49.6 
LYV Live Nation Entertainment, Inc.
+0.26%
+$8,536.61 
WELL Welltower Inc.
+0.26%
+$112.84 
STAG Stag Industrial Inc.
+0.25%
+$325.5 
FRMI Fermi Inc.
+0.25%
+$41.37 
BSX Boston Scientific Corporation
+0.24%
+$298.73 
EWJ iShares MSCI Japan ETF
+0.24%
+$318.2 
DSI iShares MSCI KLD 400 Social ETF
+0.24%
+$168.3 
SPGI S&P Global Inc.
+0.23%
+$66.62 
URNM Sprott Uranium Miners ETF
+0.22%
+$52.08 
ORI Old Republic International Corp.
+0.21%
+$16.47 
GEHC GE HealthCare Technologies Inc.
+0.2%
+$158 
NVDA NVIDIA Corporation
+0.19%
+$15,242.76 
IHAK iShares Cybersecurity and Tech ETF
+0.17%
+$21 
C Citigroup Inc.
+0.16%
+$208.11 
NEM Newmont Corporation
+0.16%
+$124.74 
DAL Delta Air Lines, Inc.
+0.14%
+$214.68 
UTG Reaves Utility Income Fund
+0.13%
+$78.78 
XLG Invesco S&P 500 Top 50 ETF
+0.12%
+$367.5 
ET Energy Transfer L.P.
+0.12%
+$469.57 
HIG The Hartford Insurance Group, Inc.
+0.12%
+$392.36 
SYF Synchrony Financial
+0.12%
+$110.25 
APD Air Products and Chemicals, Inc.
+0.11%
+$64 
SPGP Invesco S&P 500 GARP ETF
+0.1%
+$593.12 
IVV iShares Core S&P 500 ETF
+0.1%
+$22,695.17 
ESGU iShares ESG Aware MSCI USA ETF
+0.1%
+$169.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.09%
+$963.87 
VOO Vanguard S&P 500 ETF
+0.09%
+$10,129.46 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$1,837.98 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$6,205.73 
KMB Kimberly-Clark Corporation
+0.06%
+$51.02 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.06%
+$33.98 
USB U.S. Bancorp
+0.06%
+$41.05 
BUFR FT Vestladder Buffer ETF-USD I
+0.04%
+$13.05 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$0.5 
HL Hecla Mining Company
+0.04%
+$30.48 
AJG Arthur J. Gallagher & Co.
+0.03%
+$160 
SF Stifel Financial Corp.
+0.03%
+$380.3 
VT Vanguard Total World Stock ETF
+0.03%
+$15 
SCHA Schwab U.S. Small-Cap ETF
+0.03%
+$41.73 
DSGX The Descartes Systems Group Inc.
+0.03%
+$1.14 
QCOM QUALCOMM Incorporated
+0.03%
+$182.03 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$1,458.84 
VO Vanguard Mid-Cap ETF
+0.02%
+$2,727.36 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$122.78 
BNY BlackRock New York Municipal Income Trust
+0.02%
+$13.29 
SUSA iShares MSCI USA ESG Select ETF
+0.01%
+$86.85 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$5.17 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.01%
+$0.73 
031835101
0%
$0 
458111101
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
DOMK
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$8,239.77 
CLNE Clean Energy Fuels Corp.
-6.05%
-$26.91 
HONA Honeywell Aerospace Inc.
-4.87%
-$9,202.28 
CMG Chipotle Mexican Grill, Inc.
-4.01%
-$1,311 
ACLS Axcelis Technologies, Inc.
-3.78%
-$448.92 
HROW Harrow Inc.
-3.59%
-$318.25 
KNF Knife River Corporation
-3.43%
-$1,414 
UPS United Parcel Service, Inc.
-3.37%
-$136,933.24 
ORCL Oracle Corporation
-3.34%
-$45,120.24 
SLVM Sylvamo Corporation
-3.25%
-$33.62 
CLF Cleveland-Cliffs Inc.
-3.18%
-$104.72 
BX Blackstone Inc.
-2.72%
-$2,190.75 
AAPL Apple Inc.
-2.68%
-$611,722.87 
DELL Dell Technologies Inc.
-2.64%
-$10,605.76 
IP International Paper Company
-2.61%
-$1,195.6 
URI United Rentals, Inc.
-2.54%
-$84,487.36 
ALB Albemarle Corporation
-2.45%
-$485.44 
LECO Lincoln Electric Holdings, Inc.
-2.29%
-$16,418.97 
GE General Electric Company
-2.28%
-$88,586.47 
IR Ingersoll Rand Inc.
-2.24%
-$1,601.46 
TSLA Tesla, Inc.
-2.23%
-$5,144.94 
TD The Toronto-Dominion Bank
-2.19%
-$8,104.18 
BA Boeing Company
-2.13%
-$456 
RY Royal Bank of Canada
-2.13%
-$3,029.4 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-2.12%
-$191.76 
NFLX Netflix, Inc.
-2.04%
-$535.8 
ASND Ascendis Pharma A/S
-1.99%
-$373.68 
NUE Nucor Corporation
-1.98%
-$3,159 
PEP PepsiCo, Inc.
-1.97%
-$17,057.73 
WAT Waters Corporation
-1.96%
-$707.56 
OBDC Blue Owl Capital Corporation
-1.96%
-$107.5 
LOW Lowe's Companies Inc.
-1.96%
-$51,918 
SQ Block, Inc.
-1.94%
-$1,880.2 
OC Owens Corning
-1.94%
-$2,506.5 
EMR Emerson Electric Co.
-1.93%
-$5,603.27 
SDVD FT Vest Smid Rising Dividend Fund
-1.92%
-$2,475.2 
MS Morgan Stanley
-1.92%
-$20,915.67 
HTGC Hercules Capital Inc.
-1.89%
-$183 
JLL Jones Lang LaSalle Inc.
-1.87%
-$72,163.02 
NGG National Grid plc Sponsored ADR
-1.77%
-$2,851.86 
HD The Home Depot, Inc.
-1.77%
-$17,083.48 
CVCO Cavco Industries Inc.
-1.76%
-$139.86 
NVS Novartis AG Sponsored ADR
-1.74%
-$682.12 
FDX FedEx Corporation
-1.74%
-$190.05 
GPC Genuine Parts Company
-1.69%
-$95.17 
XYL Xylem Inc.
-1.69%
-$257.3 
ITW Illinois Tool Works Inc.
-1.65%
-$15,958.1 
MRK Merck & Co., Inc.
-1.64%
-$17,761.41 
ENR Energizer Holdings Inc.
-1.63%
-$71.61 
CL Colgate-Palmolive Company
-1.62%
-$4,879.21 
ARCC Ares Capital Corporation
-1.62%
-$26,079.68 
RKLB Rocket Lab Corporation
-1.6%
-$860.76 
ORLY O'Reilly Automotive Inc.
-1.59%
-$62,999.59 
MFC Manulife Financial Corporation
-1.59%
-$542.34 
CARR Carrier Global Corporation
-1.59%
-$2,136.4 
WTRG Essential Utilities Inc.
-1.59%
-$236.25 
PLD Prologis Inc.
-1.58%
-$559.32 
FBIN Fortune Brands Innovations Inc.
-1.57%
-$1,081.35 
BIIB Biogen Inc.
-1.57%
-$64.8 
CLMB Climb Global Solutions Inc.
-1.56%
-$97.2 
AZO AutoZone Inc.
-1.54%
-$234.05 
CAT Caterpillar Inc.
-1.54%
-$8,429.21 
RF Regions Financial Corporation
-1.53%
-$227.95 
BCS Barclays PLC Sponsored ADR
-1.51%
-$1,629.18 
GWW W.W. Grainger, Inc.
-1.51%
-$8,155.76 
SPCX Space Exploration Technologies Corp. Class A
-1.47%
-$728 
RIO Rio Tinto Plc Sponsored ADR
-1.44%
-$357.5 
BLDR Builders FirstSource, Inc.
-1.44%
-$135.89 
SOLS Sollensys Corp
-1.44%
-$156.24 
SNY Sanofi American Depositary Receipt
-1.4%
-$125 
ED Consolidated Edison, Inc.
-1.4%
-$157 
FITB Fifth Third Bancorp
-1.4%
-$377.46 
MBC MasterBrand, Inc.
-1.38%
-$48 
SBUX Starbucks Corporation
-1.38%
-$249.66 
WMT Walmart Inc.
-1.38%
-$69,050.74 
SHW The Sherwin-Williams Company
-1.38%
-$205.2 
LLY Eli Lilly and Company
-1.37%
-$9,776.79 
PSKY Paramount Skydance Corporation Class B Common Stock
-1.37%
-$36 
F Ford Motor Company
-1.37%
-$73.52 
NI NiSource Inc.
-1.37%
-$315 
WBD Warner Bros. Discovery, Inc.
-1.36%
-$26.28 
ECL Ecolab Inc.
-1.35%
-$331.2 
NASA Tema Space Innovators ETF
-1.33%
-$77.78 
MP MP Materials Corp.
-1.3%
-$156.35 
CDE Coeur Mining, Inc.
-1.29%
-$1,106.86 
WAL Western Alliance Bancorporation
-1.26%
-$2,477.28 
CTAS Cintas Corporation
-1.26%
-$19,909.79 
BKNG Booking Holdings Inc.
-1.25%
-$342 
SRE Sempra
-1.25%
-$460 
PNFP Pinnacle Financial Partners Inc.
-1.22%
-$271.83 
BDX Becton, Dickinson and Company
-1.21%
-$2,164.03 
ZBH Zimmer Biomet Holdings, Inc.
-1.2%
-$136.25 
NKE Nike, Inc. - Class B
-1.17%
-$599.25 
BLK BlackRock, Inc.
-1.12%
-$4,129.72 
SFM Sprouts Farmers Market, Inc.
-1.12%
-$84.87 
AMT American Tower Corporation
-1.08%
-$257.6 
PSA Public Storage Common Stock
-1.08%
-$927.45 
JNJ Johnson & Johnson
-1.07%
-$39,901.94 
PDO PIMCO Dynamic Income Opportunities Fund
-1.06%
-$521.5 
ADBE Adobe Inc.
-1.05%
-$2,736.51 
CSX CSX Corporation
-1.04%
-$1,060 
WEC WEC Energy Group Inc.
-1.04%
-$235 
NEE NextEra Energy, Inc.
-1.02%
-$5,834.92 
MDU MDU Resources Group, Inc.
-1.02%
-$305.3 
CCJ Cameco Corporation
-1%
-$7,589.5 
DIS The Walt Disney Company
-0.99%
-$1,266.82 
D Dominion Energy, Inc.
-0.98%
-$77 
PII Polaris Inc.
-0.97%
-$21.3 
GS The Goldman Sachs Group, Inc.
-0.96%
-$10,511.33 
XBI SPDR S&P Biotech ETF
-0.96%
-$12,846.4 
AMRX Amneal Pharmaceuticals Inc.
-0.95%
-$120.87 
CFG Citizens Financial Group, Inc.
-0.95%
-$376.75 
AEP American Electric Power Company, Inc.
-0.94%
-$254.2 
HBAN Huntington Bancshares Incorporated
-0.92%
-$1,596.67 
O Realty Income Corporation
-0.92%
-$665.5 
MTG MGIC Investment Corporation
-0.9%
-$20,760.63 
WFC Wells Fargo & Company
-0.9%
-$957.7 
ETR Entergy Corporation
-0.9%
-$66.99 
NLY Annaly Capital Management, Inc.
-0.89%
-$102.5 
JAZZ Jazz Pharmaceuticals plc
-0.89%
-$3,928.86 
MET MetLife Inc.
-0.88%
-$606.73 
PAVE Global X U.S. Infrastructure Development ETF
-0.87%
-$392 
ASML ASML Holding N.V. New York Registry Shares
-0.85%
-$18,211.86 
XLB Materials Select Sector SPDR Fund
-0.85%
-$13,703.24 
UNH UnitedHealth Group Incorporated
-0.85%
-$868.8 
EXR Extra Space Storage Inc.
-0.84%
-$172.5 
MRSH Marsh & McLennan Companies, Inc.
-0.84%
-$2,096.1 
UNP Union Pacific Corporation
-0.83%
-$4,876.93 
BAC Bank of America Corporation
-0.82%
-$27,080.62 
EXC Exelon Corporation
-0.8%
-$2,163.76 
NVO Novo Nordisk A/S Sponsored ADR
-0.8%
-$6 
CNP CenterPoint Energy Inc.
-0.75%
-$119.28 
AMPH Amphastar Pharmaceuticals Inc.
-0.74%
-$16.07 
UTHR United Therapeutics Corporation
-0.74%
-$2,080.33 
AON Aon plc
-0.72%
-$118.35 
TT Trane Technologies plc
-0.71%
-$18,335.52 
AVES Avantis Emerging Markets Value ETF
-0.69%
-$183.24 
YUM Yum! Brands, Inc.
-0.67%
-$578.14 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.66%
-$513 
PRU Prudential Financial, Inc.
-0.66%
-$1,263.85 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.66%
-$14.55 
RL Ralph Lauren Corporation
-0.64%
-$21,538 
VALE Vale S.A.
-0.63%
-$867.87 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.63%
-$395.6 
SYY Sysco Corporation
-0.63%
-$598.95 
SO The Southern Company
-0.62%
-$2,656.18 
IBB iShares Biotechnology ETF
-0.62%
-$2,067.39 
XLU Utilities Select Sector SPDR Fund
-0.61%
-$1,049.73 
DFIV Dimensional International Value ETF
-0.61%
-$51,853.4 
DHR Danaher Corporation
-0.6%
-$4,118.72 
VPU Vanguard Utilities ETF
-0.6%
-$105.3 
CLX The Clorox Company
-0.6%
-$480.12 
ASPI ASP Isotopes Inc.
-0.59%
-$68.7 
PG Procter & Gamble Co
-0.57%
-$13,305.05 
GM General Motors Company
-0.56%
-$677.02 
XLP Consumer Staples Select Sector SPDR Fund
-0.56%
-$653.12 
LEU Centrus Energy Corp.
-0.55%
-$47.58 
VTRS Viatris Inc.
-0.55%
-$68.69 
VCR Vanguard Consumer Discretionary ETF
-0.53%
-$31.2 
BHP BHP Group Ltd.
-0.53%
-$1,275 
DVY iShares Select Dividend ETF
-0.52%
-$2,957.5 
CPB The Campbell's Company
-0.52%
-$20.12 
SHEL Shell plc
-0.52%
-$355.95 
TMO Thermo Fisher Scientific Inc.
-0.51%
-$5,305.57 
TROW T. Rowe Price Group, Inc.
-0.51%
-$131.98 
PGX Invesco Preferred ETF
-0.51%
-$368.5 
AVDE Avantis International Equity ETF
-0.5%
-$725.85 
AXP American Express Company
-0.5%
-$14,633.33 
ABBV AbbVie Inc.
-0.5%
-$18,886.72 
ROOT Root, Inc. Class A Common Stock
-0.5%
-$26.84 
SLB Schlumberger Limited
-0.5%
-$3.76 
TPHD Timothy Plan High Dividend Stock ETF
-0.5%
-$279.5 
XLI Industrial Select Sector SPDR Fund
-0.49%
-$407.44 
SIG Signet Jewelers Ltd.
-0.49%
-$859.74 
AIG American International Group Inc.
-0.48%
-$48.75 
XLV Health Care Select Sector SPDR Fund
-0.48%
-$1,497.59 
EFA iShares MSCI EAFE ETF
-0.48%
-$9,781.2 
XLRE The Real Estate Select Sector SPDR Fund
-0.47%
-$64.5 
EVRG Evergy Inc.
-0.47%
-$71.6 
FEZ SPDR Euro Stoxx 50 ETF
-0.47%
-$353.43 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.46%
-$55.1 
VOOV Vanguard S&P 500 Value ETF
-0.45%
-$595 
PM Philip Morris International Inc.
-0.45%
-$6,127.5 
AMPX Amprius Technologies Inc.
-0.44%
-$123.53 
UTEN US Treasury 10 Year Note ETF
-0.43%
-$166.5 
VGSR Vert Global Sustainable Real Estate ETF
-0.43%
-$57.75 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$692.9 
CSCO Cisco Systems, Inc.
-0.42%
-$8,906.5 
PNR Pentair plc
-0.42%
-$634.4 
CAH Cardinal Health Inc.
-0.41%
-$17,908.69 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$53.9 
AVSC Avantis U.S. Small Cap Equity ETF
-0.4%
-$570.14 
TRV The Travelers Companies, Inc.
-0.39%
-$8,385.35 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.39%
-$1,219.27 
MCK McKesson Corporation
-0.38%
-$514.37 
MOD Modine Manufacturing Company
-0.37%
-$23.8 
HCA HCA Healthcare Inc.
-0.37%
-$859.37 
XEL Xcel Energy Inc.
-0.37%
-$220.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.37%
-$26,083.95 
ECG Everus Construction Group, Inc.
-0.36%
-$244.93 
IVE ISHARES S&P 500 VALUE ETF
-0.36%
-$1,282.33 
IJS iShares S&P Small-Cap 600 Value ETF
-0.36%
-$25.48 
MFM MFS Municipal Income Trust
-0.36%
-$10 
ICF iShares Cohen & Steers Realty Majors ETF
-0.35%
-$281.75 
COST Costco Wholesale Corporation
-0.35%
-$17,718.1 
APPF Appfolio Inc.
-0.34%
-$4.34 
NSC Norfolk Southern Corporation
-0.34%
-$1,743.3 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.34%
-$58.5 
AVIG Avantis Core Fixed Income ETF
-0.34%
-$1,742.3 
LVHI Franklin International Low Volatility High Dividend ETF
-0.34%
-$42 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.33%
-$18,546.67 
JCI Johnson Controls International plc
-0.33%
-$3.22 
RJF Raymond James Financial Inc.
-0.33%
-$6,167.15 
CPRT Copart Inc.
-0.33%
-$11.16 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.32%
-$1,781.39 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$3,234.53 
BND Vanguard Total Bond Market Index Fund
-0.32%
-$2,161.77 
DXCM DexCom, Inc.
-0.31%
-$103.68 
JBND JPMorgan Active Bond ETF
-0.31%
-$14,257.82 
NTAP NetApp, Inc.
-0.31%
-$6,241.38 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.31%
-$56 
JPM JPMorgan Chase & Co.
-0.31%
-$26,702.8 
STT State Street Corp
-0.31%
-$12.32 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.31%
-$9,310.8 
MSI Motorola Solutions, Inc.
-0.3%
-$299.56 
AGG iShares Core U.S. Aggregate Bond ETF
-0.29%
-$471.25 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.29%
-$399.2 
VCRB Vanguard Core Bond ETF
-0.29%
-$115.45 
SCHF Schwab International Equity ETF
-0.29%
-$203.69 
MCD McDonald's Corporation
-0.28%
-$3,274.04 
BMY Bristol-Myers Squibb Company
-0.28%
-$1,197.14 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$9,670.5 
IWS iShares Russell Mid-Cap Value ETF
-0.28%
-$97.98 
GILD Gilead Sciences Inc.
-0.28%
-$518 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.28%
-$8.12 
TDG TransDigm Group Inc.
-0.28%
-$16.68 
CMI Cummins Inc.
-0.27%
-$85.44 
GDX VanEck Gold Miners ETF
-0.27%
-$292.5 
LIN Linde plc
-0.27%
-$206.25 
BTT BlackRock Municipal 2030 Target Term Trust
-0.27%
-$30 
HYD VanEck High Yield Muni ETF
-0.26%
-$33.75 
ROBO ROBO Global Robotics & Automation Index ETF
-0.26%
-$60.8 
MDY SPDR S&P MidCap 400 ETF Trust
-0.26%
-$13,129.6 
MLN VanEck Long Muni ETF
-0.26%
-$341.87 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.26%
-$104 
VZ Verizon Communications Inc.
-0.25%
-$1,359.71 
AFL Aflac Inc.
-0.25%
-$5,170.18 
SMOT VanEck Morningstar SMID Moat ETF
-0.25%
-$6,949.27 
AVUV Avantis U.S. Small Cap Value ETF
-0.24%
-$13,741.17 
IRM Iron Mountain Inc.
-0.24%
-$273 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.24%
-$745.8 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.24%
-$151.2 
AVDV Avantis International Small Cap Value ETF
-0.23%
-$378.64 
SOFI SoFi Technologies, Inc.
-0.23%
-$40 
SCHP Schwab U.S. TIPS ETF
-0.23%
-$114.12 
JHMM John Hancock Multifactor Mid Cap ETF
-0.22%
-$60.72 
FDXF FedEx Freight Holding Company Inc.
-0.22%
-$5.78 
GVI iShares Intermediate Government Bond ETF
-0.22%
-$18,473.83 
PHYS Sprott Physical Gold Trust
-0.21%
-$52 
SJM The J.M. Smucker Company
-0.21%
-$90 
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$694.8 
PHG Koninklijke Philips N.V.
-0.2%
-$5,566 
THC Tenet Healthcare Corporation
-0.2%
-$15.21 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.2%
-$157.95 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.19%
-$2,456.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$764.42 
BKR Baker Hughes Company
-0.17%
-$485.83 
RMM RiverNorth Managed Duration Municipal Income Fund, Inc.
-0.17%
-$12.2 
GLDM SPDR Gold MiniShares Trust
-0.16%
-$311.46 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.16%
-$1,870.05 
IWM iShares Russell 2000 ETF
-0.16%
-$1,372.43 
AB AllianceBernstein Holding L.P.
-0.16%
-$18 
IBMO iShares iBonds Dec 2026 Term ETF
-0.16%
-$36.2 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.16%
-$34.56 
VYM Vanguard High Dividend Yield ETF
-0.16%
-$133 
AMX América Móvil, S.A.B. de C.V.
-0.15%
-$41.72 
DVA DaVita Inc.
-0.15%
-$27 
DIVB iShares Core Dividend ETF
-0.15%
-$530.67 
MO Altria Group, Inc.
-0.15%
-$322.3 
WM Waste Management, Inc.
-0.15%
-$2,333.41 
FALN iShares Fallen Angels USD Bond ETF
-0.15%
-$282.53 
MUB iShares National Muni Bond ETF
-0.14%
-$55.8 
JSCP JPMorgan Short Duration Core Plus ETF
-0.14%
-$199.87 
INGR Ingredion Inc.
-0.14%
-$444.08 
GLD SPDR Gold Shares
-0.14%
-$20,420.5 
OTIS Otis Worldwide Corporation
-0.14%
-$57.9 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.14%
-$9.75 
IXUS iShares Core International Stock ETF
-0.13%
-$81.37 
GMED Globus Medical Inc.
-0.13%
-$33.7 
QUS SPDR MSCI USA StrategicFactors ETF
-0.13%
-$37.66 
VTV Vanguard Value ETF
-0.12%
-$427.14 
CRUS Cirrus Logic, Inc.
-0.12%
-$1,230.57 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.12%
-$35.8 
JEPI JPMorgan Equity Premium Income Fund
-0.12%
-$380.9 
BSV Vanguard Short-Term Bond ETF
-0.11%
-$27.2 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.11%
-$1,033.5 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.11%
-$735.42 
VB Vanguard Small-Cap ETF
-0.1%
-$720 
KO The Coca-Cola Company
-0.1%
-$898.99 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$36.22 
IWR iShares Russell Mid-Cap ETF
-0.09%
-$50 
GCT GigaCloud Technology Inc Class A Ordinary Shares
-0.09%
-$11.08 
PTY PIMCO Corporate & Income Opportunity Fund
-0.08%
-$34.25 
AMAT Applied Materials, Inc.
-0.08%
-$2,587.56 
Q Qnity Electronics Inc.
-0.08%
-$15.18 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.08%
-$268 
SHY iShares 1-3 Year Treasury Bond ETF
-0.08%
-$34.92 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.08%
-$1,341.19 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.08%
-$105 
AEM Agnico Eagle Mines Limited
-0.07%
-$31.4 
GLW Corning Incorporated
-0.07%
-$1,115.18 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$1.57 
COF Capital One Financial Corporation
-0.06%
-$38.09 
ADP Automatic Data Processing Inc.
-0.05%
-$1,747.12 
DEMZ Democratic Large Cap Core ETF
-0.05%
-$77.21 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.04%
-$3.96 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$1,234.13 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$29.7 
VTR Ventas Inc.
-0.04%
-$43.75 
AMGN Amgen Inc.
-0.03%
-$166.87 
CTVA Corteva Inc.
-0.03%
-$22.35 
SCHM Schwab U.S. Mid-Cap ETF
-0.03%
-$51.15 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.02%
-$2.17 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.02%
-$18.85 
HRMY Harmony Biosciences Holdings, Inc.
-0.01%
-$1.13 
CTSH Cognizant Technology Solutions Corporation
-0.01%
-$9.56 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$213.18 
DCI Donaldson Company, Inc.
-0.01%
-$5.74 
JNK SPDR Bloomberg High Yield Bond ETF
-0.01%
-$0.33 
AMG Affiliated Managers Group Inc.
0%
-$10.85 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4845 | Longs Won 2677/4845 55% | Profit Factor 4.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $318,689.42 |
| Average Win $79,676.74 | Best Trade (Jul 29) $12.78M | Sharpe Ratio -13.09 |
| Average Loss -$22,347.56 | Worst Trade (Jul 30) -$3.45M | Z-Score 6.91 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 1w 4d | Expectancy $34,023.76 |
| 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 | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
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 - $3.09M, Microsoft Corp - $2.27M, SPDR Gold Shares - $2.26M, Oracle Corporation - $1.95M, and NVIDIA Corporation - $1.91M. 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 - $1.46M, 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 $32.74M earned over time. The largest contributors to dividend income include iShares Intermediate Government Bond ETF - $1.18M, United Parcel Service, Inc - $1.14M, VANGUARD FTSE DEVELOPED MARKETS ETF - $926,060.55, Vanguard Mid-Cap ETF - $786,537.61, and Exxon Mobil Corporation - $745,313.97. 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.
