AIA
Acute Investment Advisory LLC Portfolio
Invests via Acute Investment Advisory LLC | Managed by Matthew Deaton, Damon Roberts
Invests via Acute Investment Advisory LLC
Managed by Matthew Deaton, Damon Roberts
Automatically Tracked
Company Profile
Acute Investment Advisory LLC operates at the forefront of personalized wealth management and strategic investment solutions. With a focus on tailored advisory services, this firm assists clients in navigating complex financial landscapes, optimizing their portfolios to align with individual goals and market conditions. Leveraging a blend of rigorous analysis and deep industry knowledge, it serves a diverse clientele seeking growth-oriented strategies and innovative solutions. The firm's commitment to fostering lasting partnerships underpins its role as a trusted advisor within the capital markets landscape.
Acute Investment Advisory LLC operates at the forefront of personalized wealth management and strategic investment solutions. With a focus on tailored advisory services, this firm assists clients in navigating complex financial landscapes, optimizing their portfolios to align with individual goals and market conditions. Leveraging a blend of rigorous analysis and deep industry knowledge, it serves a diverse clientele seeking growth-oriented strategies and innovative solutions. The firm's commitment to fostering lasting partnerships underpins its role as a trusted advisor within the capital markets landscape.
Investment Philosophy & Strategy
Opportunity-driven investments define Acute Investment Advisory LLC, where personalized strategies are crafted to align with dynamic market conditions. The firm prioritizes innovative approaches, fostering unique solutions tailored to client aspirations and financial goals. Capital deployment focuses on growth sectors poised for disruption, capitalizing on emerging trends while maintaining robust risk management frameworks. A commitment to building long-lasting relationships enhances its advisory role in capital markets, allowing it to adapt swiftly in an ever-evolving landscape. By emphasizing bespoke solutions and strategic foresight, it positions clients advantageously for future growth.
Opportunity-driven investments define Acute Investment Advisory LLC, where personalized strategies are crafted to align with dynamic market conditions. The firm prioritizes innovative approaches, fostering unique solutions tailored to client aspirations and financial goals. Capital deployment focuses on growth sectors poised for disruption, capitalizing on emerging trends while maintaining robust risk management frameworks. A commitment to building long-lasting relationships enhances its advisory role in capital markets, allowing it to adapt swiftly in an ever-evolving landscape. By emphasizing bespoke solutions and strategic foresight, it positions clients advantageously for future growth.
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:
2.55%
Gain -0.31%
Monthly
-0.23%
Yearly
-2.75%
Drawdown
18.89%
$9.46M
Equity
Holdings
$9.46M
Investment
$8.32M
-$24.3M
Profit -$32,153.23
Realized
-$25.44M
Unrealized
$1.14M
Dividends
$20.55M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$32,153.23
Win %
68%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$15,734.42
Win %
68%
This Month
Compared to last month
Gain
0.07%
Profit
$6,781.38
Win %
68%
This Year
Compared to last year
Gain
-0.01%
Profit
-$1,115.31
Win %
72%
VGLT Vanguard Long-Term Treasury Fund
+0.8%
+$3,982.8 
COST Costco Wholesale Corporation
+0.73%
+$2,366.64 
AAPL Apple Inc.
+0.61%
+$3,140.58 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.59%
+$2,832.25 
DGRO iShares Core Dividend Growth ETF
+0.46%
+$1,107.75 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.41%
+$1,006 
PGX Invesco Preferred ETF
+0.3%
+$2,329.08 
LRCX Lam Research Corporation
-3.01%
-$4,957.51 
QQQ Invesco QQQ Trust, Series 1
-1.55%
-$5,167.79 
QQQM Invesco NASDAQ 100 ETF
-1.52%
-$8,132 
MGK Vanguard Mega Cap Growth ETF
-1.42%
-$4,702.05 
EMR Emerson Electric Co.
-0.91%
-$17,429 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$2,775.22 
IVV iShares Core S&P 500 ETF
-0.6%
-$2,960.79 
VTWO Vanguard Russell 2000 ETF
-0.18%
-$1,158.4 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.18%
-$469.05 
IWM iShares Russell 2000 ETF
-0.11%
-$520.52 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$521.87 Events
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Dividends
Dividend Analysis
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| Trades 342 | Longs Won 117/342 34% | Profit Factor 0.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $239,399.97 |
| Average Win $58,105.37 | Best Trade (Jun 29) $836,251.85 | Sharpe Ratio -9.93 |
| Average Loss -$138,200.52 | Worst Trade (Mar 31) -$2.1M | Z-Score -5.35 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3d | Expectancy -$71,043.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 68 | 62 | 55 | 48 | 41 | 34 | 27 | 21 | 14 | 7 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,532 | $281,115.52 | $518,919.04 | - | $237,803.52 | 84.59% | +0.609% |
| COST Costco Wholesale Corporation | 342 | $161,619.66 | $324,616.14 | - | $162,996.48 | 100.85% | +0.734% |
| DGRO iShares Core Dividend Growth ETF | 3,165 | $204,454.26 | $242,692.2 | - | $38,237.94 | 18.7% | +0.459% |
| EMR Emerson Electric Co. | 12,020 | $1.58M | $1.9M | - | $319,611.92 | 20.27% | -0.911% |
| HYGH iShares Interest Rate Hedged High Yield Bond ETF | 3,127 | $267,702.47 | $266,232.78 | - | -$1,469.69 | -0.55% | -0.176% |
| IVV iShares Core S&P 500 ETF | 634 | $414,135.14 | $491,926.94 | - | $77,791.8 | 18.78% | -0.598% |
| IWM iShares Russell 2000 ETF | 1,735 | $398,021.28 | $481,289 | - | $83,267.72 | 20.92% | -0.108% |
| LRCX Lam Research Corporation | 500 | $216,665 | $159,797.5 | - | -$56,867.5 | -26.25% | -3.009% |
| MGK Vanguard Mega Cap Growth ETF | 3,483 | $255,965.67 | $325,904.31 | - | $69,938.64 | 27.32% | -1.422% |
| PGX Invesco Preferred ETF | 77,378 | $870,700.3 | $773,787.74 | - | -$96,912.56 | -11.13% | +0.302% |
| QQQ Invesco QQQ Trust, Series 1 | 440 | $224,941.2 | $328,233.4 | - | $103,292.2 | 45.92% | -1.55% |
| QQQM Invesco NASDAQ 100 ETF | 1,712 | $406,805.44 | $525,909.28 | - | $119,103.84 | 29.28% | -1.523% |
| SPHY SPDR Portfolio High Yield Bond ETF | 34,791 | $811,326.12 | $783,841.23 | - | -$27,484.89 | -3.39% | -0.067% |
| SPMB SPDR Portfolio Mortgage Backed Bond ETF | 22,658 | $507,312.62 | $479,783.15 | - | -$27,529.47 | -5.43% | +0.594% |
| SPY SPDR S&P 500 ETF Trust | 593 | $347,545.45 | $458,116.22 | - | $110,570.77 | 31.81% | -0.602% |
| SPYV SPDR Portfolio S&P 500 Value ETF | 4,024 | $210,616.16 | $249,689.2 | - | $39,073.04 | 18.55% | +0.405% |
| VGLT Vanguard Long-Term Treasury Fund | 9,957 | $579,931.8 | $499,144.41 | - | -$80,787.39 | -13.93% | +0.804% |
| VTWO Vanguard Russell 2000 ETF | 5,792 | $580,184.64 | $648,761.92 | - | $68,577.28 | 11.82% | -0.178% |
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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 Acute Investment Advisory LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Treasury Floating Rate Bond ETF - $3.86M, iShares Short Treasury Bond ETF - $3.3M, iShares Short Treasury Bond ETF - $3.1M, Goldman Sachs Access Treasury 0-1 Year ETF - $1.17M, and Vanguard Ultra-Short Bond ETF - $925,946.41. 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: SPDR Portfolio S&P 500 Growth ETF - $2.06M, ProShares Short QQQ - $1.54M, Direxion Daily S&P 500 Bear 1X Shares - $1.26M, Invesco QQQ Trust, Series 1 - $1.03M, and Vanguard High Dividend Yield ETF - $979,890.39. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Acute Investment Advisory LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.55M earned over time. The largest contributors to dividend income include iShares Treasury Floating Rate Bond ETF - $4.05M, iShares Short Treasury Bond ETF - $2.96M, iShares Short Treasury Bond ETF - $2.93M, ProShares Short QQQ - $2.91M, and Goldman Sachs Access Treasury 0-1 Year ETF - $1.21M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Acute Investment Advisory LLC's monthly returns?
Acute Investment Advisory LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Acute Investment Advisory LLC's strategy be considered aggressive or moderate?
Acute Investment Advisory LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Acute Investment Advisory LLC's strategy?
Acute Investment Advisory LLC's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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