Richard A. Flora Portfolio
Invests via Key Client Fiduciary Advisors LLC | Managed by Richard A. Flora
Invests via Key Client Fiduciary Advisors LLC
Managed by Richard A. Flora
Automatically Tracked
Richard A. Flora Profile
A seasoned professional with deep roots in the financial services industry, Richard A. Flora is recognized for his leadership and operational expertise within corporate finance and investment management. He has successfully navigated multiple executive roles across various organizations, contributing to significant revenue growth and strategic expansions. With a comprehensive understanding of market dynamics and client needs, he excels in building partnerships that drive value creation. His collaborative approach integrates well with diverse teams focused on achieving high-impact results.
A seasoned professional with deep roots in the financial services industry, Richard A. Flora is recognized for his leadership and operational expertise within corporate finance and investment management. He has successfully navigated multiple executive roles across various organizations, contributing to significant revenue growth and strategic expansions. With a comprehensive understanding of market dynamics and client needs, he excels in building partnerships that drive value creation. His collaborative approach integrates well with diverse teams focused on achieving high-impact results.
Investment Philosophy & Strategy
Navigating the complexities of investment management, Richard A. Flora leverages extensive operational expertise to uncover value in emerging markets and evolving industries. His strategic focus is centered on identifying opportunities that align with transformative trends, allowing for robust portfolio positioning in sectors poised for growth. With a keen eye for partnerships and synergies, he emphasizes collaboration to amplify competitive advantages across diverse teams. This adaptive approach fosters innovation while ensuring sustainable business practices that resonate with client objectives.
Navigating the complexities of investment management, Richard A. Flora leverages extensive operational expertise to uncover value in emerging markets and evolving industries. His strategic focus is centered on identifying opportunities that align with transformative trends, allowing for robust portfolio positioning in sectors poised for growth. With a keen eye for partnerships and synergies, he emphasizes collaboration to amplify competitive advantages across diverse teams. This adaptive approach fosters innovation while ensuring sustainable business practices that resonate with client objectives.
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:
109.58%
Gain +1.28%
Monthly
1.05%
Yearly
13.31%
Drawdown
23.57%
$351.15M
Equity
Holdings
$351.15M
Investment
$271.77M
$90.45M
Profit +$2.93M
Realized
$11.07M
Unrealized
$79.38M
Dividends
$21.49M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.28%
Profit
$2.93M
Win %
80%
This Week
Compared To Last Week
Gain
0.84%
Profit
$2.93M
Win %
80%
This Month
Compared to last month
Gain
-1.26%
Profit
-$4.47M
Win %
80%
This Year
Compared to last year
Gain
-1.26%
Profit
-$4.49M
Win %
77%
SOXL Direxion Daily Semiconductor Bull 3X Shares
+9.96%
+$14,551.68 
TSLA Tesla, Inc.
+6.31%
+$364,191.15 
GLXY Galaxy Digital Inc. Class A Common Stock
+5.56%
+$736,209.42 
INTC Intel Corporation
+5.18%
+$21,741.13 
GEV GE Vernova Inc.
+5.07%
+$18,146.06 
KEEL Bitfarms Ltd.
+4.84%
+$2,688 
HWM Howmet Aerospace Inc.
+4.6%
+$37,560.15 
ADI Analog Devices, Inc.
+4.19%
+$13,202.27 
LRCX Lam Research Corp.
+3.87%
+$20,612.38 
AMAT Applied Materials Inc.
+3.77%
+$42,305.82 
MU Micron Technology Inc.
+3.56%
+$35,625.01 
CSCO Cisco Systems, Inc.
+3.49%
+$24,998.4 
ANET Arista Networks Inc.
+3.47%
+$5,890.3 
DRAM Roundhill Memory ETF
+3.46%
+$9,856.61 
VRT Vertiv Holdings Co Class A Common Stock
+3.37%
+$45,504.81 
SOXX iShares Semiconductor ETF
+3.34%
+$23,916.53 
GLW Corning Incorporated
+2.99%
+$18,218.8 
RTX RTX Corporation
+2.94%
+$7,315.44 
SMH VanEck Semiconductor ETF
+2.89%
+$15,854.42 
HACK Amplify Cybersecurity ETF
+2.72%
+$22,459.92 
AMD Advanced Micro Devices Inc.
+2.69%
+$112,905.28 
PANW Palo Alto Networks, Inc.
+2.57%
+$5,513.11 
AVGO Broadcom Inc.
+2.55%
+$34,867.91 
NVDA NVIDIA Corporation
+2.43%
+$208,298.11 
GS The Goldman Sachs Group, Inc.
+2.42%
+$19,249.61 
XSD State Street SPDR S&P Semiconductor ETF
+2.36%
+$7,436.5 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.2%
+$336,072.21 
PSX Phillips 66
+2.16%
+$9,971.54 
QTUM Defiance Quantum ETF
+1.92%
+$9,152.5 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.91%
+$6,000.48 
UUUU Energy Fuels Inc.
+1.86%
+$1,684.59 
QTEC First Trust NASDAQ-100 Technology Sector Index Fund
+1.75%
+$3,839.79 
NVS Novartis AG Sponsored ADR
+1.74%
+$6,105.75 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.66%
+$32,342.19 
PM Philip Morris International Inc.
+1.66%
+$10,903.14 
IXN iShares Global Tech ETF
+1.65%
+$5,980.26 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+1.62%
+$8,104.36 
VGT Vanguard Information Technology ETF
+1.53%
+$9,528.33 
SKYY First Trust Cloud Computing ETF
+1.49%
+$6,845.01 
TRFM AAM Transformers ETF
+1.44%
+$37,630.43 
NMZ Nuveen Municipal High Income Opportunity Fund
+1.39%
+$1,343.28 
MAGS Roundhill Magnificent Seven Fund
+1.38%
+$28,946.74 
GD General Dynamics Corp.
+1.38%
+$3,467.95 
QCOM QUALCOMM Incorporated
+1.36%
+$17,995.2 
BTI British American Tobacco plc ADR
+1.35%
+$13,173.02 
QQQ Invesco QQQ Trust, Series 1
+1.3%
+$86,741.81 
IWY iShares Russell Top 200 Growth ETF
+1.25%
+$10,259.14 
VONG Vanguard Russell 1000 Growth ETF
+1.24%
+$12,728.07 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.24%
+$6,026.88 
UFOX Defiance Space and Connective Tech ETF
+1.22%
+$2,494.93 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
+1.21%
+$2,913.99 
COPP Sprott Copper Miners ETF
+1.19%
+$3,197.39 
SBUX Starbucks Corp.
+1.17%
+$2,599.54 
ROBO ROBO Global Robotics and Automation Index ETF
+1.15%
+$2,322 
CRWD CrowdStrike Holdings, Inc.
+1.15%
+$18,148.34 
PAVE Global X U.S. Infrastructure Development ETF
+1.14%
+$23,968.75 
MSFT Microsoft Corporation Common Stock
+1.14%
+$103,465.79 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.13%
+$11,015.4 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.1%
+$16,637.39 
BLK BlackRock, Inc.
+1.09%
+$2,490.84 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
+1.08%
+$2,370.75 
DXJ WisdomTree Japan Hedged Equity Fund
+1.07%
+$2,891.7 
TDIV First Trust NASDAQ Technology Dividend Index Fund
+1.07%
+$4,855.14 
XMVM Invesco S&P MidCap Value with Momentum ETF
+1.05%
+$14,524.78 
IMCG iShares Morningstar Mid-Cap Growth ETF
+1.04%
+$19,058.56 
CAT Caterpillar Inc.
+0.98%
+$6,243.75 
GARP iShares MSCI USA Quality GARP ETF
+0.97%
+$76,682.07 
CIFR Cipher Digital Inc.
+0.96%
+$3,343.39 
STXG Strive 1000 Growth ETF
+0.96%
+$2,649.68 
FTQI First Trust Nasdaq BuyWrite Income ETF
+0.94%
+$4,677.07 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.94%
+$13,411.98 
XMHQ Invesco S&P MidCap Quality ETF
+0.92%
+$7,320.81 
JPM JPMorgan Chase & Co.
+0.92%
+$24,827.76 
IDMO Invesco S&P International Developed Momentum ETF
+0.92%
+$9,500.58 
XLG Invesco S&P 500 Top 50 ETF
+0.9%
+$7,793.52 
WFC Wells Fargo & Company
+0.82%
+$5,591.02 
IPO Renaissance IPO ETF
+0.8%
+$1,522.29 
SPCX Space Exploration Technologies Corp. Class A
+0.77%
+$4,460.78 
CSX CSX Corporation
+0.75%
+$4,077.78 
IVV iShares Core S&P 500 ETF
+0.74%
+$5,181.64 
STXF Strive 500 ETF
+0.73%
+$1,640.16 
VOO Vanguard S&P 500 ETF
+0.73%
+$53,327.75 
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$71,593.81 
VBK Vanguard Small-Cap Growth ETF
+0.73%
+$4,269.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.73%
+$27,717.95 
VTI Vanguard Total Stock Market ETF
+0.72%
+$7,575.01 
PNC The PNC Financial Services Group, Inc.
+0.71%
+$1,720.38 
SPYI NEOS S&P 500 High Income ETF
+0.69%
+$8,829.72 
AMZN Amazon.com Inc
+0.64%
+$60,594.58 
BRK-B Berkshire Hathaway Inc.
+0.62%
+$14,020.24 
JNJ Johnson & Johnson
+0.61%
+$4,175.62 
GE General Electric Company
+0.6%
+$3,709.52 
VB Vanguard Small-Cap ETF
+0.58%
+$1,402.81 
VEA Vanguard FTSE Developed Markets ETF
+0.58%
+$4,366.77 
PRU Prudential Financial, Inc.
+0.57%
+$10,274.22 
GLD SPDR Gold Shares
+0.57%
+$3,347.83 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.57%
+$37,018.65 
JHMM John Hancock Multifactor Mid Cap ETF
+0.55%
+$2,495.6 
XYLD Global X S&P 500 Covered Call ETF
+0.55%
+$2,451.15 
BAC Bank of America Corporation
+0.54%
+$9,904.95 
SGOL abrdn Physical Gold Shares ETF
+0.54%
+$3,320.59 
IEFA iShares Core MSCI EAFE ETF
+0.53%
+$1,831.92 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.52%
+$2,122.05 
MCD McDonald's Corporation
+0.5%
+$1,716.64 
RDVY First Trust Rising Dividend Achievers ETF
+0.49%
+$108,885.7 
SLV iShares Silver Trust
+0.47%
+$1,457.97 
VBR Vanguard Small-Cap Value ETF
+0.46%
+$2,618.02 
VIG Vanguard Dividend Appreciation ETF
+0.46%
+$10,152.8 
PVAL Putnam Focused Large Cap Value ETF
+0.45%
+$66,492.24 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.44%
+$2,392.43 
F Ford Motor Co.
+0.43%
+$697.4 
LLY Eli Lilly and Company
+0.42%
+$6,454.65 
JEPI JPMorgan Equity Premium Income ETF
+0.41%
+$1,281.92 
AMGN Amgen Inc. Common Stock
+0.41%
+$1,799.13 
XOM ExxonMobil Holdings Corporation
+0.39%
+$9,040.19 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.39%
+$2,132.51 
WMT Walmart Inc.
+0.39%
+$6,923.39 
CWB SPDR Bloomberg Convertible Securities ETF
+0.38%
+$892.8 
T AT&T Inc.
+0.36%
+$3,747.6 
DVN Devon Energy Corporation
+0.35%
+$1,484.1 
JMUB JPMorgan Municipal ETF
+0.35%
+$765 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.35%
+$4,750.02 
IGV iShares Expanded Tech-Software Sector ETF
+0.34%
+$3,499.8 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
+0.32%
+$9,434.42 
RSP Invesco S&P 500 Equal Weight ETF
+0.28%
+$2,318.04 
WM Waste Management Inc.
+0.28%
+$1,336.5 
VTEB Vanguard Tax-Exempt Bond ETF
+0.27%
+$585 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.26%
+$1,976.91 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
+0.26%
+$1,080.59 
IYF iShares U.S. Financials ETF
+0.26%
+$1,019.74 
XLF State Street Financial Select Sector SPDR ETF
+0.25%
+$1,475.6 
YYY Amplify CEF High Income ETF
+0.24%
+$303.95 
ABBV AbbVie Inc.
+0.22%
+$3,676.62 
COR Cencora Inc.
+0.22%
+$2,000.93 
FPE First Trust Preferred Securities and Income ETF
+0.21%
+$468.62 
FVD First Trust Value Line Dividend Index Fund
+0.2%
+$5,418 
MLPX Global X MLP & Energy Infrastructure ETF
+0.19%
+$664.3 
PEG Public Service Enterprise Group Inc.
+0.19%
+$3,598.83 
STXV Strive 1000 Value ETF
+0.18%
+$399.49 
RWL Invesco S&P 500 Revenue ETF
+0.17%
+$4,946.92 
XNOV FT Vest U.S. Equity Enhance & Moderate Buffer ETF - November
+0.15%
+$2,495.58 
SCMB Schwab Municipal Bond ETF
+0.14%
+$313.25 
NEE NextEra Energy Inc.
+0.12%
+$1,241.12 
ORCL Oracle Corporation
+0.12%
+$1,466.4 
FTCS First Trust Capital Strength ETF
+0.12%
+$1,017.6 
PKW Invesco BuyBack Achievers ETF
+0.1%
+$615.5 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.1%
+$3,899.94 
QBTS D-Wave Quantum Inc.
+0.1%
+$43.4 
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF
+0.09%
+$223.75 
SDY State Street SPDR S&P Dividend ETF
+0.08%
+$448.14 
AXON Axon Enterprise, Inc.
+0.07%
+$271.56 
COST Costco Wholesale Corp
+0.07%
+$545.37 
FTDS First Trust Dividend Strength ETF
+0.05%
+$136.32 
XLU State Street Utilities Select Sector SPDR ETF
+0.05%
+$1,389.18 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$440.56 
FTSM First Trust Enhanced Short Maturity ETF
+0.03%
+$724.65 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$171.26 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IEP Icahn Enterprises L.P. Depositary Units Representing Limited Partner Interests
0%
$0 
HUMA Humacyte Inc.
-6.18%
-$269.54 
STKE Sol Strategies Inc.
-4.8%
-$24,053.22 
SJT San Juan Basin Royalty Trust
-4.59%
-$5,091.75 
NFLX Netflix Inc.
-4.21%
-$16,473.19 
MRK Merck & Co., Inc.
-3.35%
-$36,817.2 
VZ Verizon Communications Inc.
-2.89%
-$39,201.81 
RR Richtech Robotics Inc. Class B Common Stock
-2.78%
-$461.57 
MSTR Strategy Inc.
-2.18%
-$8,566.91 
CGW Invesco S&P Global Water Index ETF
-2.09%
-$7,843.29 
DIS The Walt Disney Company
-2.03%
-$10,168.25 
BDX Becton, Dickinson and Company
-1.99%
-$4,894.05 
CRM Salesforce, Inc.
-1.71%
-$27,480.56 
JMIA Jumia Technologies AG Sponsored ADR
-1.49%
-$1,654.87 
BTCO Invesco Galaxy Bitcoin ETF
-1.41%
-$11,241.54 
ADP Automatic Data Processing Inc.
-1.39%
-$12,772.76 
PDI Pimco Dynamic Income Fund
-1.36%
-$2,227.09 
IBIT iShares Bitcoin Trust ETF
-1.26%
-$26,599.38 
DE Deere & Company
-1.25%
-$3,500.81 
CYPH Cypherpunk Technologies Inc.
-1.24%
-$2,676.62 
USAS Americas Gold and Silver Corporation
-1.14%
-$2,467.5 
AAPL Apple Inc.
-1.13%
-$166,412.34 
AGEN Agenus Inc.
-1.11%
-$1,087.52 
V Visa Inc. Class A
-1.03%
-$13,563.62 
CVS CVS Health Corporation Common Stock
-0.97%
-$7,822.36 
TPL Texas Pacific Land Corporation
-0.87%
-$2,453.19 
PFE Pfizer Inc.
-0.82%
-$7,766.78 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.81%
-$3,919.52 
SOFI SoFi Technologies, Inc.
-0.75%
-$1,227.16 
PG The Procter & Gamble Company
-0.74%
-$4,546.82 
UBER Uber Technologies Inc.
-0.74%
-$2,355.7 
MO Altria Group, Inc.
-0.71%
-$14,355.05 
HD The Home Depot, Inc.
-0.65%
-$7,500.97 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.61%
-$68,158.02 
ED Consolidated Edison Inc.
-0.54%
-$3,503.43 
LOW Lowe's Companies, Inc.
-0.54%
-$2,847.78 
ARCC Ares Capital Corp.
-0.51%
-$6,074.77 
IBM International Business Machines Corporation
-0.51%
-$11,269.44 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.49%
-$3,185.9 
GOOG Alphabet Inc
-0.47%
-$7,135.08 
GRMN Garmin Ltd.
-0.44%
-$1,638.4 
PEP PepsiCo, Inc.
-0.4%
-$1,067.58 
VFF Village Farms International Inc.
-0.39%
-$12,892.79 
NLY Annaly Capital Management, Inc.
-0.33%
-$11,048.82 
CVX Chevron Corporation
-0.32%
-$1,785.34 
XLP State Street Consumer Staples Select Sector SPDR ETF
-0.31%
-$880.74 
IYH iShares U.S. Healthcare ETF
-0.3%
-$974.05 
SCHD Schwab U.S. Dividend Equity ETF
-0.3%
-$2,284.38 
XLV State Street Health Care Select Sector SPDR ETF
-0.3%
-$2,059.05 
AMCR Amcor plc
-0.29%
-$928.26 
GOOGL Alphabet Inc
-0.28%
-$9,648.79 
MMM 3M Company
-0.25%
-$2,049.96 
SPDV AAM S&P 500 High Dividend Value ETF
-0.24%
-$1,510.74 
IYK iShares U.S. Consumer Staples ETF
-0.22%
-$20,181.04 
SO The Southern Company
-0.2%
-$767.22 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.15%
-$383.89 
KO The Coca-Cola Company
-0.15%
-$1,050.97 
EEM iShares MSCI Emerging Markets ETF
-0.13%
-$494.71 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.12%
-$1,307.78 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.09%
-$579.55 
COWZ Pacer US Cash Cows 100 ETF
-0.07%
-$952.15 
META Meta Platforms Inc Class A
-0.04%
-$730.02 Events
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Dividends
Dividend Analysis
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| Trades 3232 | Longs Won 2125/3232 65% | Profit Factor 3.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $332,053.86 |
| Average Win $60,317.82 | Best Trade (Oct 26) $6.6M | Sharpe Ratio -10.13 |
| Average Loss -$34,079.36 | Worst Trade (Oct 26) -$14.32M | Z-Score 11.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 4d | Expectancy $27,985.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,344 | $6.87M | $14.56M | - | $7.69M | 111.89% | -1.13% |
| ABBV AbbVie Inc. | 5,836 | $948,885.85 | $1.67M | - | $721,785.87 | 76.07% | +0.221% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 194,997 | $4.04M | $4.04M | - | -$1,927.64 | -0.05% | +0.097% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 145,145 | $2.99M | $2.97M | - | -$15,240.23 | -0.51% | +0.318% |
| ADI Analog Devices, Inc. | 806 | $225,082.55 | $328,404.7 | - | $103,322.15 | 45.9% | +4.189% |
| ADP Automatic Data Processing Inc. | 3,016 | $718,973.93 | $904,573.8 | - | $185,599.87 | 25.81% | -1.392% |
| AGEN Agenus Inc. | 15,536 | $250,911.35 | $97,255.36 | - | -$153,655.99 | -61.24% | -1.106% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 45,409 | $1.15M | $1.13M | - | -$16,883.03 | -1.47% | -0.115% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 20,341 | $1.54M | $1.98M | - | $441,259.88 | 28.73% | +1.663% |
| AMAT Applied Materials Inc. | 2,973 | $380,765.61 | $1.16M | - | $783,074.7 | 205.66% | +3.772% |
| AMCR Amcor plc | 6,876 | $287,829.36 | $316,124.1 | - | $28,294.74 | 9.83% | -0.293% |
| AMD Advanced Micro Devices Inc. | 8,111 | $1.24M | $4.3M | - | $3.07M | 247.98% | +2.694% |
| AMGN Amgen Inc. Common Stock | 994 | $264,302.64 | $438,423.58 | - | $174,120.94 | 65.88% | +0.412% |
| AMZN Amazon.com Inc | 38,351 | $5.93M | $9.57M | - | $3.64M | 61.45% | +0.637% |
| ANET Arista Networks Inc. | 985 | $200,536.15 | $175,674.75 | - | -$24,861.4 | -12.4% | +3.469% |
| ARCC Ares Capital Corp. | 63,945 | $1.33M | $1.19M | - | -$142,031.43 | -10.7% | -0.51% |
| AVGO Broadcom Inc. | 4,247 | $444,580.76 | $1.4M | - | $956,462.07 | 215.14% | +2.552% |
| AXON Axon Enterprise, Inc. | 876 | $491,094.35 | $368,515.68 | - | -$122,578.67 | -24.96% | +0.074% |
| BAC Bank of America Corporation | 36,018 | $1.45M | $1.83M | - | $377,191.73 | 25.95% | +0.544% |
| BDX Becton, Dickinson and Company | 1,239 | $221,781 | $241,555.44 | - | $19,774.44 | 8.92% | -1.986% |
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FAQ
Which stocks have generated the highest profits for Richard A. Flora?
The largest contributions to the portfolio's profits come from the following stocks: First Trust Indxx Aerospace & Defense ETF - $6.05M, First Trust Natural Gas ETF - $2.08M, Annaly Capital Management, Inc - $1.88M, Walmart Inc - $1.68M, and First Trust Morningstar Dividend Leaders Index Fund - $1.45M. 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: Adaptimmune Therapeutics plc ADR - $972,776.13, State Street SPDR S&P Bank ETF - $845,343.72, Village Farms International Inc - $786,717.56, Icahn Enterprises L.P. Depositary Units Representing Limited Partner Interests - $676,408, and Agenus Inc - $660,914.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Richard A. Flora's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.49M earned over time. The largest contributors to dividend income include Annaly Capital Management, Inc - $2.61M, First Trust Morningstar Dividend Leaders Index Fund - $1.4M, First Trust Rising Dividend Achievers ETF - $872,623.13, Ares Capital Corp - $636,119.88, and State Street Utilities Select Sector SPDR ETF - $535,016.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard A. Flora's monthly returns?
Richard A. Flora'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 Richard A. Flora's strategy be considered aggressive or moderate?
Richard A. Flora'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 Richard A. Flora's strategy?
Richard A. Flora'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.
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