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:
96.13%
Gain -0.53%
Monthly
1.14%
Yearly
14.54%
Drawdown
23.58%
$346.96M
Equity
Holdings
$346.96M
Investment
$258.68M
$98.88M
Profit -$1.03M
Realized
$10.59M
Unrealized
$88.28M
Dividends
$20.53M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$1.03M
Win %
82%
This Week
Compared To Last Week
Gain
-1.4%
Profit
-$4.92M
Win %
82%
This Month
Compared to last month
Gain
-0.83%
Profit
-$2.89M
Win %
82%
This Year
Compared to last year
Gain
0.78%
Profit
$2.7M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$1.36M 
GOOG Alphabet Inc
+6.88%
+$96,519.94 
GOOGL Alphabet Inc
+6.73%
+$243,215.28 
VRT Vertiv Holdings Co
+6.18%
+$101,177.44 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$7,862.49 
META Meta Platforms Inc Class A
+3.28%
+$55,568.21 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$62,393.4 
CTSO Cytosorbents Corporation
+3.14%
+$863.03 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$34,133.28 
MSFT Microsoft Corp.
+3.02%
+$234,277.45 
NVDA NVIDIA Corporation
+2.93%
+$232,876.93 
CVX Chevron Corporation
+2.35%
+$10,997.16 
GLW Corning Incorporated
+2.24%
+$14,156.16 
DVN Devon Energy Corporation
+2.17%
+$8,104.32 
CSCO Cisco Systems, Inc.
+2.14%
+$16,278.57 
SKYY First Trust Cloud Computing ETF
+2.12%
+$8,363.52 
TPL Texas Pacific Land Corporation
+2.11%
+$6,064.23 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$265,836.95 
PANW Palo Alto Networks, Inc.
+1.89%
+$3,646.95 
CRM Salesforce Inc
+1.83%
+$13,114.2 
ORCL Oracle Corporation
+1.81%
+$25,403.07 
HWM Howmet Aerospace Inc.
+1.8%
+$21,867.22 
SHEL Shell plc
+1.62%
+$5,927.04 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$34,867.05 
VZ Verizon Communications Inc.
+1.52%
+$19,779.9 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$6,274.38 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$7,251.14 
GE General Electric Company
+1.42%
+$11,045.88 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$10,896.6 
HACK Amplify Cybersecurity ETF
+1.2%
+$8,211.82 
WFC Wells Fargo & Company
+1.19%
+$8,420.1 
AMAT Applied Materials, Inc.
+1.18%
+$17,287.06 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$8,671.36 
IEP Icahn Enterprises L.P.
+1.04%
+$1,576.72 
ADP Automatic Data Processing Inc.
+0.98%
+$8,111.85 
STXG Strive 1000 Growth ETF
+0.97%
+$2,630.01 
PDYN Palladyne AI Corp
+0.96%
+$522.9 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$3,360 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$3,074.41 
IBM International Business Machines Corporation
+0.86%
+$16,630.2 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$1,809 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$6,582.28 
GEV GE Vernova Inc.
+0.85%
+$3,656.4 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$8,395.12 
MCD McDonald's Corporation
+0.82%
+$2,961.21 
STXF Strive 500 ETF
+0.8%
+$1,735.08 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,105.48 
TSLA Tesla, Inc.
+0.76%
+$35,213.26 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$69,286.88 
VOO Vanguard S&P 500 ETF
+0.71%
+$35,274.17 
CAT Caterpillar Inc.
+0.7%
+$5,261.75 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,541.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$23,389.96 
QTUM Defiance Quantum ETF
+0.67%
+$3,379.3 
GARP iShares MSCI USA Quality GARP ETF
+0.66%
+$48,118.2 
PLTR Palantir Technologies Inc.
+0.65%
+$6,708.78 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$8,564.62 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$40,896.84 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$7,776.48 
MO Altria Group, Inc.
+0.57%
+$10,045.23 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$5,124.24 
QBTS D-Wave Quantum Inc.
+0.56%
+$408.5 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$2,466.84 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$4,040.78 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,870.44 
TRFM AAM Transformers ETF
+0.52%
+$13,913.26 
PSX Phillips 66
+0.51%
+$1,753.89 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$3,497.74 
XYLD Global X S&P 500 Covered Call ETF
+0.49%
+$2,155.2 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$5,022.36 
AXON Axon Enterprise, Inc.
+0.47%
+$2,292.74 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,473.19 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$13,030.82 
FTQI First Trust Nasdaq BuyWrite Fund
+0.46%
+$1,917 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$10,095.36 
CSX CSX Corporation
+0.42%
+$2,247 
PFE Pfizer Inc.
+0.4%
+$3,103 
RTX RTX Corporation
+0.39%
+$1,125.6 
AVGO Broadcom Inc.
+0.37%
+$6,255.36 
PG Procter & Gamble Co
+0.37%
+$1,999.16 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,698.54 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$82,741.66 
BAC Bank of America Corporation
+0.36%
+$7,941.12 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$892.8 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$1,912.2 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$933.85 
GD General Dynamics Corporation
+0.32%
+$884.5 
MRK Merck & Co., Inc.
+0.32%
+$3,111.57 
FTDS First Trust Dividend Strength Fund
+0.31%
+$832.02 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$1,082.16 
SMH VanEck Semiconductor ETF
+0.3%
+$1,696.84 
UFOX Defiance Connective Technologies ETF
+0.28%
+$589.41 
XNOV FT Vest US Equity Enhanced Fund
+0.28%
+$5,138.65 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.27%
+$640.39 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$583.99 
JPM JPMorgan Chase & Co.
+0.27%
+$7,735.26 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$2,007 
SO The Southern Company
+0.21%
+$831 
JNJ Johnson & Johnson
+0.21%
+$1,540.71 
ADI Analog Devices, Inc.
+0.2%
+$559.43 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$2,406.17 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,320 
T AT&T Inc.
+0.17%
+$1,982.96 
MMM 3M Company
+0.12%
+$973.74 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$7,907.9 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$267.4 
FTSL First Trust Senior Loan ETF
+0.11%
+$2,256.25 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$674.52 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$971.58 
WM Waste Management, Inc.
+0.1%
+$378.62 
WMT Walmart Inc.
+0.09%
+$1,554.43 
YYY Amplify High Income ETF
+0.09%
+$140.66 
FLBL Franklin Senior Loan ETF
+0.09%
+$814.74 
SOXX iShares Semiconductor ETF
+0.07%
+$503.29 
KNGZ FT S&P 500 Dividend Aristocrats ETF
+0.06%
+$144.59 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$7,434.51 
DIS The Walt Disney Company
+0.03%
+$139.68 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$2,014.38 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SOXL Direxion Daily Semiconductor Bull 3X Shares
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.11M 
MU Micron Technology, Inc.
-5.9%
-$50,907.12 
CYPH Cypherpunk Technologies Inc.
-5.59%
-$2,628.57 
AGEN Agenus Inc.
-5.18%
-$9,891.25 
MSTR Strategy Inc.
-4.56%
-$13,478.12 
VFF Village Farms International Inc.
-3.52%
-$93,424.17 
USAS Americas Gold and Silver Corporation
-3.05%
-$8,460 
IBIT iShares Bitcoin Trust
-2.89%
-$49,429.92 
BTCO Invesco Galaxy Bitcoin ETF
-2.89%
-$18,520.02 
HUMA Humacyte, Inc.
-2.83%
-$222.68 
STKE Sol Strategies Inc.
-2.75%
-$9,978.84 
QCOM QUALCOMM Incorporated
-2.63%
-$7,174.04 
ABBV AbbVie Inc.
-2.51%
-$38,354.16 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.37%
-$452,263.92 
SJT San Juan Basin Royalty Trust
-2.33%
-$1,911 
BA Boeing Company
-2.15%
-$4,969.43 
SLV iShares Silver Trust
-2.13%
-$7,340.46 
IPO Renaissance IPO ETF
-2.1%
-$4,246 
NFLX Netflix, Inc.
-2%
-$11,592.4 
KEEL Keel Infrastructure Corp.
-1.98%
-$1,120 
AMD Advanced Micro Devices, Inc.
-1.9%
-$72,903.76 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$16,451.76 
SQ Block, Inc.
-1.64%
-$5,648.4 
LRCX Lam Research Corporation
-1.58%
-$10,913.43 
NLY Annaly Capital Management, Inc.
-1.56%
-$70,791.12 
GLD SPDR Gold Shares
-1.49%
-$9,126.86 
CIFR Cipher Mining Inc.
-1.48%
-$3,626.04 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$8,776.86 
NVS Novartis AG Sponsored ADR
-1.45%
-$5,326.56 
RR Richtech Robotics Inc.
-1.39%
-$303.8 
GRMN Garmin Ltd.
-1.27%
-$4,825.59 
COPP Sprott Copper Miners ETF
-1.26%
-$3,682.35 
F Ford Motor Company
-1.21%
-$2,491.38 
NEE NextEra Energy, Inc.
-1.15%
-$12,007.89 
DE Deere & Company
-1.13%
-$2,937.6 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$23,008.02 
LOW Lowe's Companies Inc.
-1.08%
-$6,074.53 
INTC Intel Corporation
-1.02%
-$4,167.33 
KO The Coca-Cola Company
-1.02%
-$6,908.4 
XOM Exxon Mobil Corporation
-0.97%
-$19,007.19 
SOFI SoFi Technologies, Inc.
-0.97%
-$2,275.84 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$72,552.4 
CVS CVS Health Corporation
-0.75%
-$6,678.66 
ED Consolidated Edison, Inc.
-0.74%
-$5,117.58 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$1,573.12 
IYH iShares U.S. Healthcare ETF
-0.7%
-$2,167.2 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$24,141.25 
PDI Pimco Dynamic Income Fund
-0.68%
-$4,282.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,858.35 
AMGN Amgen Inc.
-0.64%
-$2,534.57 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,262.96 
GS The Goldman Sachs Group, Inc.
-0.63%
-$6,097.67 
PM Philip Morris International Inc.
-0.61%
-$3,877.45 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$3,760.69 
SBUX Starbucks Corporation
-0.57%
-$1,314.6 
PRU Prudential Financial, Inc.
-0.56%
-$11,157.27 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.53%
-$3,448 
LLY Eli Lilly and Company
-0.53%
-$7,325.35 
FTCS First Trust Capital Strength ETF
-0.51%
-$4,323.78 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,361.21 
IWM iShares Russell 2000 ETF
-0.47%
-$750.59 
PEP PepsiCo, Inc.
-0.46%
-$1,207.04 
HD The Home Depot, Inc.
-0.42%
-$4,922.06 
VGT Vanguard Information Technology ETF
-0.38%
-$2,244.17 
ARCC Ares Capital Corporation
-0.37%
-$4,742.64 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$7,910.3 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$1,219.07 
JMIA Jumia Technologies AG
-0.34%
-$383.28 
SPDV AAM S&P 500 High Dividend Value ETF
-0.32%
-$2,039.1 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$8,450.1 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.29%
-$725 
COR Cencora, Inc.
-0.28%
-$2,439.52 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,593.24 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,599.9 
COST Costco Wholesale Corporation
-0.24%
-$1,675.78 
ACMR Acm Research Inc.
-0.23%
-$357.3 
VB Vanguard Small-Cap ETF
-0.22%
-$553.72 
IXN iShares Global Tech ETF
-0.21%
-$751.01 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,152.96 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,277.08 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$4,478.67 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,591.76 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$658.09 
STXV Strive 1000 Value ETF
-0.15%
-$354.71 
XLF Financial Select Sector SPDR Fund
-0.1%
-$709.86 
TIP iShares TIPS Bond ETF
-0.1%
-$205.7 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$110.5 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$2,661.08 
IYF iShares U.S. Financials ETF
-0.09%
-$364.11 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$362.32 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$852.8 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.06%
-$277.98 
CGW Invesco S&P Global Water Index ETF
-0.05%
-$172.38 
V Visa Inc. Class A
-0.04%
-$411.85 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$281.25 
UBER Uber Technologies, Inc.
-0.01%
-$48.42 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$64.33 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3022 | Longs Won 2012/3022 66% | Profit Factor 4.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $238,948.84 |
| Average Win $62,568.41 | Best Trade (Aug 14) $5.8M | Sharpe Ratio -10.13 |
| Average Loss -$26,802.24 | Worst Trade (Aug 06) -$11.53M | Z-Score 21.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2d | Expectancy $32,719.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 45,444 | $7.42M | $14.04M | - | $6.62M | 89.16% | -7.354% |
| ABBV AbbVie Inc. | 5,928 | $963,753.97 | $1.49M | - | $523,818.35 | 54.35% | -2.513% |
| ACMR Acm Research Inc. | 1,985 | $251,876.65 | $155,762.95 | - | -$96,113.7 | -38.16% | -0.229% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 133,054 | $2.75M | $2.75M | - | $6,652.7 | 0.24% | -0.097% |
| ADI Analog Devices, Inc. | 756 | $205,247.05 | $277,761.96 | - | $72,514.91 | 35.33% | +0.202% |
| ADP Automatic Data Processing Inc. | 3,132 | $746,681.69 | $834,552.69 | - | $87,871 | 11.77% | +0.982% |
| AGEN Agenus Inc. | 24,125 | $394,777.1 | $180,937.5 | - | -$213,839.6 | -54.17% | -5.183% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 41,853 | $1.06M | $1.07M | - | $9,719.74 | 0.92% | +0.472% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 19,053 | $1.4M | $2.23M | - | $827,038.1 | 58.94% | +1.588% |
| AMAT Applied Materials, Inc. | 2,930 | $358,776.27 | $1.49M | - | $1.13M | 314.6% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 7,890 | $1.1M | $3.76M | - | $2.65M | 240.96% | -1.904% |
| AMGN Amgen Inc. | 1,022 | $271,656.56 | $393,633.52 | - | $121,976.96 | 44.9% | -0.64% |
| AMZN Amazon.com Inc | 37,638 | $5.75M | $10.22M | - | $4.47M | 77.74% | +15.321% |
| ARCC Ares Capital Corporation | 67,752 | $1.41M | $1.27M | - | -$137,534.26 | -9.76% | -0.372% |
| AVGO Broadcom Inc. | 4,344 | $450,004.03 | $1.69M | - | $1.24M | 275.78% | +0.371% |
| AXON Axon Enterprise, Inc. | 932 | $522,488.51 | $491,872.33 | - | -$30,616.18 | -5.86% | +0.468% |
| BA Boeing Company | 1,044 | $199,246.09 | $225,650.16 | - | $26,404.07 | 13.25% | -2.155% |
| BAC Bank of America Corporation | 36,096 | $1.46M | $2.24M | - | $778,893.68 | 53.45% | +0.356% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 10,500 | $287,112.03 | $369,810 | - | $82,697.97 | 28.8% | +0.917% |
| BRK-B Berkshire Hathaway Inc. | 4,139 | $1.38M | $2.12M | - | $736,228.03 | 53.31% | +0.365% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.71M, Walmart Inc - $1.64M, and First Trust Morningstar Dividend Leaders Index Fund - $1.35M. 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, SPDR S&P Bank ETF - $845,343.72, Village Farms International Inc - $689,871.29, PayPal Holdings Inc - $646,418.33, and Agenus Inc - $602,337.37. 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 $20.53M earned over time. The largest contributors to dividend income include Annaly Capital Management, Inc - $2.47M, First Trust Morningstar Dividend Leaders Index Fund - $1.3M, First Trust Rising Dividend Achievers ETF - $829,254.49, Ares Capital Corporation - $603,598.92, and Utilities Select Sector SPDR Fund - $511,624.53. 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.
