John Hayes Portfolio
Invests via LongView Wealth Management | Managed by John Hayes
Invests via LongView Wealth Management
Managed by John Hayes
Automatically Tracked
John Hayes Profile
Veteran finance executive and investor with operational and board experience across mid-market buyouts, growth equity and corporate finance. John Hayes brings expertise in capital raising, strategic M&A, portfolio value creation and CFO-level financial controls. Known for leading cross-border transactions, driving operational improvements and preparing companies for strategic exits, he is a frequent advisor to private equity sponsors and corporate boards.
Veteran finance executive and investor with operational and board experience across mid-market buyouts, growth equity and corporate finance. John Hayes brings expertise in capital raising, strategic M&A, portfolio value creation and CFO-level financial controls. Known for leading cross-border transactions, driving operational improvements and preparing companies for strategic exits, he is a frequent advisor to private equity sponsors and corporate boards.
Investment Philosophy & Strategy
Operates as a value-oriented investor focused on mid-market buyouts and growth equity, blending operational rigor with financial discipline. Prioritizes capital allocation that drives EBITDA expansion through strategic M&A, CFO-grade controls, and cross-border execution. Prefers controlling or influential minority positions with three- to seven-year horizons, disciplined leverage, active board engagement, and clear exit pathways via strategic sale or IPO. Sector focus on industrials, business services, and software-enabled services.
Operates as a value-oriented investor focused on mid-market buyouts and growth equity, blending operational rigor with financial discipline. Prioritizes capital allocation that drives EBITDA expansion through strategic M&A, CFO-grade controls, and cross-border execution. Prefers controlling or influential minority positions with three- to seven-year horizons, disciplined leverage, active board engagement, and clear exit pathways via strategic sale or IPO. Sector focus on industrials, business services, and software-enabled services.
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:
47.66%
Gain -0.53%
Monthly
1.22%
Yearly
15.73%
Drawdown
18.18%
$396.05M
Equity
Holdings
$396.05M
Investment
$314.43M
$107.47M
Profit -$1.72M
Realized
$25.85M
Unrealized
$81.63M
Dividends
$18.01M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$1.72M
Win %
76%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$764,247.76
Win %
76%
This Month
Compared to last month
Gain
-0.43%
Profit
-$1.72M
Win %
76%
This Year
Compared to last year
Gain
2.89%
Profit
$11.38M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$532,396.33 
GOOG Alphabet Inc
+6.88%
+$90,984.17 
GOOGL Alphabet Inc
+6.73%
+$86,397.15 
META Meta Platforms Inc Class A
+3.28%
+$23,196.15 
MSFT Microsoft Corp.
+3.02%
+$104,165.68 
NVDA NVIDIA Corporation
+2.93%
+$101,449.69 
CVX Chevron Corporation
+2.35%
+$7,733.72 
FAST Fastenal Co.
+2.25%
+$13,021.05 
CSCO Cisco Systems, Inc.
+2.14%
+$10,687.14 
OKE ONEOK, Inc.
+1.95%
+$5,517.54 
VZ Verizon Communications Inc.
+1.52%
+$4,378.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$29,424 
BXC Bluelinx Holdings Inc.
+1.42%
+$7,574.92 
GE General Electric Company
+1.42%
+$5,165.81 
KLAC KLA Corporation
+1.38%
+$1,723.09 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$3,957.77 
CGUS Capital Group Core Equity ETF
+1.29%
+$34,664.55 
COP ConocoPhillips
+1.22%
+$3,116.05 
FCOM Fidelity MSCI Communication Services Index ETF
+1.18%
+$3,184.8 
EPS WisdomTree U.S. LargeCap Fund
+1.17%
+$32,168.5 
CHD Church & Dwight Co., Inc.
+1.16%
+$12,730.58 
IOO iShares Global 100 ETF
+1.15%
+$5,464.34 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$58,147.22 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$12,606.5 
VUG Vanguard Growth ETF
+1.1%
+$85,964.55 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$3,302.41 
VDE Vanguard Energy ETF
+1.02%
+$2,440.36 
ILCG iShares Morningstar Growth ETF
+1.01%
+$143,989.44 
XLE Energy Select Sector SPDR Fund
+1%
+$3,152.96 
ADP Automatic Data Processing Inc.
+0.98%
+$3,299.65 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$12,694.64 
OEF iShares S&P 100 ETF
+0.95%
+$5,183.06 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$2,411.76 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$1,907.6 
AMLP Alerian MLP ETF
+0.89%
+$3,153.15 
WMB The Williams Companies, Inc.
+0.89%
+$1,771.56 
MGC Vanguard Mega Cap ETF
+0.87%
+$11,304.34 
IBM International Business Machines Corporation
+0.86%
+$1,610.11 
GEV GE Vernova Inc.
+0.85%
+$1,487.49 
MCD McDonald's Corporation
+0.82%
+$4,389.02 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$9,554.05 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$5,235.34 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$11,633.16 
TSLA Tesla, Inc.
+0.76%
+$4,330.56 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$8,200.46 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,308.46 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,013.19 
VOO Vanguard S&P 500 ETF
+0.71%
+$63,345.76 
BFLX iShares Flexible Equity Active ETF
+0.71%
+$1,984.14 
CAT Caterpillar Inc.
+0.7%
+$2,659.23 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$2,101.02 
IVV iShares Core S&P 500 ETF
+0.69%
+$19,251.2 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$3,905.11 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$2,022.09 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$9,146.18 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$5,866.33 
GARP iShares MSCI USA Quality GARP ETF
+0.66%
+$2,238.6 
UTG Reaves Utility Income Fund
+0.65%
+$16,834.5 
PLTR Palantir Technologies Inc.
+0.65%
+$2,238.39 
CGGR Capital Group Growth ETF
+0.65%
+$78,084.82 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$51,948 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$79,465.98 
IWB iShares Russell 1000 ETF
+0.64%
+$1,759.57 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$2,013.94 
CGDV Capital Group Dividend Value ETF
+0.63%
+$75,512.28 
ET Energy Transfer L.P.
+0.59%
+$3,303.36 
MO Altria Group, Inc.
+0.57%
+$1,733.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$21,353.58 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$2,752.32 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$976 
NSC Norfolk Southern Corporation
+0.46%
+$3,397.64 
IYW iShares U.S. Technology ETF
+0.46%
+$13,509.51 
IWD iShares Russell 1000 Value ETF
+0.44%
+$4,322.34 
RTX RTX Corporation
+0.39%
+$1,218.84 
VLO Valero Energy Corporation
+0.38%
+$2,233.63 
CGGE Capital Group Global Equity ETF
+0.37%
+$16,099.59 
AVGO Broadcom Inc.
+0.37%
+$1,303.2 
PG Procter & Gamble Co
+0.37%
+$3,325.22 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,222.38 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$2,080.8 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$13,135.08 
SMH VanEck Semiconductor ETF
+0.3%
+$1,018.76 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,510.87 
JPM JPMorgan Chase & Co.
+0.27%
+$2,139.44 
VT Vanguard Total World Stock ETF
+0.26%
+$12,727.63 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$1,300.5 
SO The Southern Company
+0.21%
+$4,249.4 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$6,661.04 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$368.01 
BDYN iShares Dynamic Equity Active ETF
+0.18%
+$2,897.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$37,785.9 
T AT&T Inc.
+0.17%
+$542.72 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.14%
+$1,774.41 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$383.72 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$1,530.24 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$620.91 
FMDE Fidelity Enhanced Mid Cap ETF
+0.1%
+$2,494.64 
AFL Aflac Inc.
+0.09%
+$3,485.28 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$778.68 
WMT Walmart Inc.
+0.09%
+$1,579.23 
ABT Abbott Laboratories
+0.09%
+$351.27 
FEGE First Eagle Global Equity ETF
+0.08%
+$752.36 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$1,698.56 
HDV iShares Core High Dividend ETF
+0.04%
+$393.8 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$117.12 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$341.93 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$22.5 
REZ iShares Residential and Multisector Real Estate ETF
+0.01%
+$165.35 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.27M 
MU Micron Technology, Inc.
-5.9%
-$43,472.41 
INSM Insmed Inc.
-2.85%
-$5,780 
ABBV AbbVie Inc.
-2.51%
-$44,008.94 
DLR Digital Realty Trust, Inc.
-2.42%
-$20,389.22 
AMD Advanced Micro Devices, Inc.
-1.9%
-$9,203.06 
GLD SPDR Gold Shares
-1.49%
-$3,810.35 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$4,522 
DAL Delta Air Lines, Inc.
-1.3%
-$6,235.3 
SHW The Sherwin-Williams Company
-1.16%
-$3,311.69 
PKG Packaging Corporation of America
-1.12%
-$6,991.74 
LOW Lowe's Companies Inc.
-1.08%
-$2,431.17 
INTC Intel Corporation
-1.02%
-$3,359.16 
KO The Coca-Cola Company
-1.02%
-$30,716.1 
UPS United Parcel Service, Inc.
-1%
-$17,173.8 
XOM Exxon Mobil Corporation
-0.97%
-$14,293.26 
O Realty Income Corporation
-0.87%
-$2,002.56 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$2,869.71 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$36,331.74 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$2,737.92 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$1,812.3 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$1,895.68 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$30,444.65 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$1,972 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$10,068.3 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$16,434.94 
DUK Duke Energy Corporation
-0.67%
-$6,575.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$16,862.99 
CGCB Capital Group Core Bond ETF
-0.66%
-$18,242.19 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$10,142.37 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$17,786.97 
SBUX Starbucks Corporation
-0.57%
-$2,182.8 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,945.34 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$2,074.58 
CGHY Capital Group High Yield Bond ETF
-0.56%
-$2,020.06 
CGHM Capital Group Municipal High-Income ETF
-0.55%
-$1,540.14 
PSR Invesco Active U.S. Real Estate Fund
-0.53%
-$1,529.32 
LLY Eli Lilly and Company
-0.53%
-$1,091.14 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,887.27 
CGIC Capital Group International Core Equity ETF
-0.53%
-$6,818.15 
NGG National Grid plc Sponsored ADR
-0.52%
-$1,279.74 
WELL Welltower Inc.
-0.51%
-$5,401.41 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$1,217.9 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2,104.6 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$33,169.92 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,572.8 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.46%
-$1,517.25 
PEP PepsiCo, Inc.
-0.46%
-$1,381.12 
DVY iShares Select Dividend ETF
-0.45%
-$1,725.79 
CGMU Capital Group Municipal Income ETF
-0.44%
-$16,356.96 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,163.38 
CGSD Capital Group Short Duration Income ETF
-0.43%
-$4,404.73 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$7,418.6 
HD The Home Depot, Inc.
-0.42%
-$45,613.51 
MBB iShares MBS ETF
-0.4%
-$3,079.88 
AXP American Express Company
-0.38%
-$3,293.08 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,948.03 
GPC Genuine Parts Company
-0.37%
-$30,254.66 
FENI Fidelity Enhanced International ETF
-0.37%
-$2,007.15 
FDVV Fidelity High Dividend ETF
-0.35%
-$3,450.04 
PCN PIMCO Corporate & Income Strategy Fund
-0.34%
-$1,390.36 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$2,314.29 
TFC Truist Financial Corporation
-0.33%
-$882.46 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,910.51 
VXF Vanguard Extended Market ETF
-0.3%
-$1,899.96 
SDY SPDR S&P Dividend ETF
-0.28%
-$798.6 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$3,171.05 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$709.28 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,280.65 
FBND Fidelity Total Bond ETF
-0.27%
-$37,157.64 
VTV Vanguard Value ETF
-0.27%
-$9,993.84 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$4,667.64 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,609.29 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$806.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$6,457.75 
COST Costco Wholesale Corporation
-0.24%
-$1,997.25 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$10,876.41 
BNDX Vanguard Total International Bond ETF
-0.23%
-$3,040.51 
VB Vanguard Small-Cap ETF
-0.22%
-$9,815.88 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$634.41 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$4,396.1 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$560.52 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,068.53 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$601.2 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$676 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$411.15 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$495.84 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,669.91 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$861.94 
EPD Enterprise Products Partners L.P.
-0.18%
-$628.47 
FBNC First Bancorp, Inc.
-0.17%
-$353.21 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$1,933.88 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,151.83 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$1,323.42 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,013.6 
INMU iShares Intermediate Muni Income Active ETF
-0.13%
-$1,789.08 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$906.12 
MUB iShares National Muni Bond ETF
-0.11%
-$1,236.84 
LVHD Franklin U.S. Low Volatility ETF
-0.11%
-$483.1 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$245.84 
XLF Financial Select Sector SPDR Fund
-0.1%
-$711.54 
PFD Flaherty & Crumrine Preferred and Income Fund
-0.09%
-$153.05 
AKRE Akre Focus ETF
-0.09%
-$417.4 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$325.68 
BINC iShares Flexible Income Active ETF
-0.08%
-$335.39 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$909.96 
CGCV Capital Group Conservative Equity ETF
-0.06%
-$204.9 
CGBL Capital Group Core Balanced ETF
-0.05%
-$5,529.4 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,467.36 
V Visa Inc. Class A
-0.04%
-$157.63 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$80.22 
SIHY Harbor Scientific Alpha High-Yield ETF
-0.02%
-$83.57 
FLDR Fidelity Low Duration Bond ETF
-0.02%
-$201.32 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2097 | Longs Won 1621/2097 77% | Profit Factor 18.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $241,801.1 |
| Average Win $70,173.18 | Best Trade (Aug 31) $6.55M | Sharpe Ratio -11.46 |
| Average Loss -$13,188.04 | Worst Trade (Aug 19) -$945,911.53 | Z-Score 17.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 1d | Expectancy $51,250.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 51,737 | $9.8M | $15.98M | - | $6.18M | 63.01% | -7.354% |
| ABBV AbbVie Inc. | 6,802 | $1.19M | $1.71M | - | $516,228.07 | 43.36% | -2.513% |
| ABT Abbott Laboratories | 3,903 | $440,824.13 | $412,547.1 | - | -$28,277.03 | -6.41% | +0.085% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 14,876 | $935,624.17 | $1.12M | - | $183,794.83 | 19.64% | -0.172% |
| ADP Automatic Data Processing Inc. | 1,274 | $302,607.19 | $339,470.03 | - | $36,862.84 | 12.18% | +0.982% |
| AFL Aflac Inc. | 29,044 | $2.85M | $3.7M | - | $849,985.25 | 29.8% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 25,831 | $2.56M | $2.52M | - | -$41,513.1 | -1.62% | -0.256% |
| AKRE Akre Focus ETF | 8,348 | $548,714.21 | $479,926.52 | - | -$68,787.69 | -12.54% | -0.087% |
| AMD Advanced Micro Devices, Inc. | 996 | $234,324.57 | $474,245.39 | - | $239,920.82 | 102.39% | -1.904% |
| AMLP Alerian MLP ETF | 6,435 | $313,950.37 | $355,984.2 | - | $42,033.83 | 13.39% | +0.894% |
| AMZN Amazon.com Inc | 14,756 | $2.26M | $4.01M | - | $1.74M | 77.12% | +15.321% |
| AVGO Broadcom Inc. | 905 | $103,890.81 | $352,298.4 | - | $248,407.59 | 239.1% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,928 | $346,279.86 | $366,819.84 | - | $20,539.98 | 5.93% | +0.032% |
| AXP American Express Company | 2,593 | $506,967.82 | $871,896.25 | - | $364,928.43 | 71.98% | -0.376% |
| BAI iShares A.I. Innovation and Tech Active ETF | 7,746 | $264,560.38 | $320,219.64 | - | $55,659.26 | 21.04% | +0.633% |
| BDVL iShares Disciplined Volatility Equity Active ETF | 47,957 | $1.21M | $1.26M | - | $44,805.86 | 3.69% | +0.141% |
| BDYN iShares Dynamic Equity Active ETF | 57,950 | $1.48M | $1.59M | - | $107,603.1 | 7.26% | +0.182% |
| BFLX iShares Flexible Equity Active ETF | 11,023 | $282,388 | $281,196.73 | - | -$1,191.27 | -0.42% | +0.711% |
| BINC iShares Flexible Income Active ETF | 8,385 | $442,301.62 | $435,936.15 | - | -$6,365.47 | -1.44% | -0.077% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 2,741 | $206,667.8 | $207,055.14 | - | $387.34 | 0.19% | -0.198% |
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FAQ
Which stocks have generated the highest profits for John Hayes?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $2.47M, Schwab Fundamental International Large Company Index ETF - $1.71M, FT Energy Income Partners Enhanced Income ETF - $1.45M, Capital Group Growth ETF - $1.3M, and iShares MSCI International Quality Factor ETF - $1.23M. 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: United Parcel Service, Inc - $405,390.35, UnitedHealth Group Incorporated - $206,559.86, Comcast Corp - $127,232.48, Strategy Inc - $91,312, and Elevance Health, Inc - $87,132.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Hayes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.01M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.52M, Fidelity Total Bond ETF - $986,311.91, The Home Depot, Inc - $844,184.14, Genuine Parts Company - $773,735.7, and iShares Short Treasury Bond ETF - $661,045.98. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Hayes's monthly returns?
John Hayes's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can John Hayes's strategy be considered aggressive or moderate?
John Hayes'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 John Hayes's strategy?
John Hayes'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.
