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

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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.

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.

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:

10.17%

Gain -0.01%

Monthly

-0.04%

Yearly

-0.51%

Drawdown

19.98%

$9.68M

Equity

Holdings

$9.68M

Investment

$8.52M

-$21.38M

Profit -$957.45

Realized

-$22.54M

Unrealized

$1.16M

Dividends

$20.4M

Goals

Avg. 0% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

Today

Compared To Yesterday

Gain

-0.01%

Profit

-$957.45

Win %

85%

This Week

Compared To Last Week

Gain

-0.01%

Profit

-$957.45

Win %

85%

This Month

Compared to last month

Gain

-0.55%

Profit

-$53,263.63

Win %

85%

This Year

Compared to last year

Gain

-49.93%

Profit

-$4.8M

Win %

79%

Gainers
Losers

IWM iShares Russell 2000 ETF

+0.87%

+$4,630.42

VTWO Vanguard Russell 2000 ETF

+0.86%

+$6,150.9

DGRO iShares Core Dividend Growth ETF

+0.69%

+$1,724.84

EMR Emerson Electric Co.

+0.69%

+$11,779.6

SPYV SPDR Portfolio S&P 500 Value ETF

+0.69%

+$1,765.68

COST Costco Wholesale Corporation

+0.68%

+$2,277.72

QQQM Invesco NASDAQ 100 ETF

+0.68%

+$3,580.01

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$1,915.88

IVV iShares Core S&P 500 ETF

+0.55%

+$2,695.32

SPY SPDR S&P 500 ETF Trust

+0.54%

+$2,473.8

MGK Vanguard Mega Cap Growth ETF

+0.22%

+$680.2

HYGH iShares Interest Rate Hedged High Yield Bond ETF

+0.17%

+$488.07

SPHY SPDR Portfolio High Yield Bond ETF

+0.04%

+$359

AAPL Apple Inc.

-1.52%

-$6,894

XLC Communication Services Select Sector SPDR Fund

-0.42%

-$865.74

VGLT Vanguard Long-Term Treasury Fund

-0.27%

-$1,583.7

SPMB SPDR Portfolio Mortgage Backed Bond ETF

-0.11%

-$612.92

PGX Invesco Preferred ETF

-0.09%

-$754.91

Events

Dividends

Dividend Analysis

No Data

Trades 327	Longs Won 94/327 28%	Profit Factor 0.12
Profitability	Shorts Won 0/0 0%	Standard Deviation $218,114.54
Average Win $32,350.62	Best Trade (Sep 30) $291,049.55	Sharpe Ratio -9.44
Average Loss -$104,817.54	Worst Trade (Mar 31) -$2.1M	Z-Score 0.89 (62.39%)
Commissions $0	Avg. Trade Length 8m 3w 3d	Expectancy -$65,386.94