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:
47.54%
Gain -0.02%
Monthly
1.17%
Yearly
14.95%
Drawdown
18.18%
$395.49M
Equity
Holdings
$395.49M
Investment
$314.43M
$106.91M
Profit -$109,736.27
Realized
$25.85M
Unrealized
$81.07M
Dividends
$19.04M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$109,736.27
Win %
74%
This Week
Compared To Last Week
Gain
0.08%
Profit
$333,717.09
Win %
74%
This Month
Compared to last month
Gain
1.63%
Profit
$6.35M
Win %
74%
This Year
Compared to last year
Gain
2.75%
Profit
$10.82M
Win %
76%
NGG National Grid plc Sponsored ADR
+2.66%
+$6,398.7 
RTX RTX Corporation
+2.36%
+$6,398.91 
PEP PepsiCo, Inc.
+2.02%
+$5,589.22 
JPM JPMorgan Chase & Co.
+1.97%
+$15,044.38 
DUK Duke Energy Corporation
+1.71%
+$15,890.84 
TFC Truist Financial Corporation
+1.7%
+$4,100.89 
OKE ONEOK, Inc.
+1.69%
+$4,851.63 
KO The Coca-Cola Company
+1.68%
+$52,729.31 
SO The Southern Company
+1.67%
+$31,658.03 
COP ConocoPhillips
+1.67%
+$5,082.39 
GE General Electric Company
+1.66%
+$5,319.86 
HD The Home Depot, Inc.
+1.51%
+$153,246.38 
JNJ Johnson & Johnson
+1.41%
+$44,804.92 
EPD Enterprise Products Partners L.P.
+1.36%
+$4,354.33 
LOW Lowe's Companies Inc.
+1.34%
+$2,800.66 
MO Altria Group, Inc.
+1.33%
+$4,355.12 
PG Procter & Gamble Co
+1.2%
+$11,857.85 
COST Costco Wholesale Corporation
+1.16%
+$9,916.31 
VDE Vanguard Energy ETF
+1.16%
+$3,097.37 
O Realty Income Corporation
+1.13%
+$2,252.88 
LVHD Franklin U.S. Low Volatility ETF
+1.13%
+$4,734.38 
ET Energy Transfer L.P.
+1.13%
+$6,193.8 
AFL Aflac Inc.
+1.13%
+$38,773.65 
DLR Digital Realty Trust, Inc.
+1.13%
+$8,601.02 
RIO Rio Tinto Plc Sponsored ADR
+1.12%
+$7,083.13 
VZ Verizon Communications Inc.
+1.11%
+$3,096.22 
HDV iShares Core High Dividend ETF
+1.11%
+$12,995.4 
CVX Chevron Corporation
+1.1%
+$4,123.49 
XLE Energy Select Sector SPDR Fund
+1.09%
+$3,874.4 
FSTA Fidelity MSCI Consumer Staples Index ETF
+1.08%
+$3,580.71 
T AT&T Inc.
+1.06%
+$3,392 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$3,690.94 
AXP American Express Company
+1.04%
+$8,453.18 
XLP Consumer Staples Select Sector SPDR Fund
+1%
+$4,359.57 
FBNC First Bancorp, Inc.
+0.94%
+$1,830.27 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.94%
+$3,442.92 
AAPL Apple Inc.
+0.93%
+$164,006.29 
LLY Eli Lilly and Company
+0.88%
+$1,963.34 
FNDF Schwab Fundamental International Large Company Index ETF
+0.86%
+$25,846.56 
DVY iShares Select Dividend ETF
+0.86%
+$3,247.93 
SCHD Schwab U.S. Dividend Equity ETF
+0.85%
+$182,633.11 
EFV iShares MSCI EAFE Value ETF
+0.81%
+$2,830.91 
XLF Financial Select Sector SPDR Fund
+0.81%
+$5,336.55 
SCHY Schwab International Dividend Equity ETF
+0.81%
+$54,937.68 
PSR Invesco Active U.S. Real Estate Fund
+0.8%
+$2,111.52 
FNCL Fidelity MSCI Financials Index ETF
+0.79%
+$6,311.6 
V Visa Inc. Class A
+0.79%
+$3,558.16 
REZ iShares Residential and Multisector Real Estate ETF
+0.76%
+$11,159.1 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$15,357.26 
DXJ WisdomTree Japan Hedged Equity Fund
+0.74%
+$1,977.13 
IEUR iShares Core MSCI Europe ETF
+0.73%
+$1,730.69 
IDMO Invesco S&P International Developed Momentum ETF
+0.71%
+$10,711.68 
WMT Walmart Inc.
+0.7%
+$13,107.36 
BRK-A Berkshire Hathaway Inc.
+0.69%
+$5,490.01 
WMB The Williams Companies, Inc.
+0.67%
+$1,307.58 
PKG Packaging Corporation of America
+0.66%
+$3,834.18 
XOM Exxon Mobil Corporation
+0.66%
+$10,743.39 
SDY SPDR S&P Dividend ETF
+0.66%
+$1,833.15 
IEFA iShares Core MSCI EAFE ETF
+0.65%
+$10,061.87 
UTG Reaves Utility Income Fund
+0.6%
+$14,141.05 
IQLT iShares MSCI International Quality Factor ETF
+0.6%
+$26,584.2 
CGDG Capital Group Dividend Growers ETF
+0.6%
+$27,191.03 
FENI Fidelity Enhanced International ETF
+0.59%
+$3,144.53 
AMLP Alerian MLP ETF
+0.56%
+$1,866.15 
WELL Welltower Inc.
+0.55%
+$5,900.7 
DGRO iShares Core Dividend Growth ETF
+0.53%
+$5,981.81 
ADP Automatic Data Processing Inc.
+0.52%
+$1,872.79 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$8,925.42 
FDVV Fidelity High Dividend ETF
+0.49%
+$4,704.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$11,840.07 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.45%
+$1,998.18 
FAST Fastenal Co.
+0.45%
+$2,790.22 
VTV Vanguard Value ETF
+0.43%
+$16,092.05 
GPC Genuine Parts Company
+0.36%
+$31,241.22 
IVE ISHARES S&P 500 VALUE ETF
+0.35%
+$3,080.13 
MCD McDonald's Corporation
+0.34%
+$1,665.83 
BXC Bluelinx Holdings Inc.
+0.33%
+$2,392.08 
FEGE First Eagle Global Equity ETF
+0.33%
+$3,197.53 
ABBV AbbVie Inc.
+0.31%
+$6,053.85 
CGIC Capital Group International Core Equity ETF
+0.31%
+$3,947.35 
EFG iShares MSCI EAFE Growth ETF
+0.3%
+$1,074.56 
IWD iShares Russell 1000 Value ETF
+0.28%
+$2,764.74 
SCHV Schwab U.S. Large-Cap Value ETF
+0.26%
+$1,609.29 
RWL Invesco S&P 500 Revenue ETF
+0.26%
+$552 
VIG Vanguard Dividend Appreciation ETF
+0.25%
+$2,661.59 
CGCV Capital Group Conservative Equity ETF
+0.24%
+$819.6 
CHD Church & Dwight Co., Inc.
+0.23%
+$2,647.49 
AVUV Avantis U.S. Small Cap Value ETF
+0.23%
+$805.2 
CAT Caterpillar Inc.
+0.23%
+$778.54 
SCHP Schwab U.S. TIPS ETF
+0.22%
+$1,661.22 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.21%
+$517.8 
NVDA NVIDIA Corporation
+0.21%
+$8,172.82 
TLH iShares 10-20 Year Treasury Bond ETF
+0.21%
+$689.73 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.2%
+$558.88 
GEV GE Vernova Inc.
+0.19%
+$310.56 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$6,913.2 
XLI Industrial Select Sector SPDR Fund
+0.14%
+$1,581.36 
CORO Ishares International Country Rotational Active ETF
+0.14%
+$394.4 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$381.96 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.13%
+$405.6 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$309.9 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$2,417.86 
BINC iShares Flexible Income Active ETF
+0.12%
+$503.1 
CGSD Capital Group Short Duration Income ETF
+0.12%
+$1,201.29 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$1,944.85 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.11%
+$317.3 
IEF iShares 7-10 Year Treasury Bond ETF
+0.11%
+$272.8 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$1,213.28 
SHW The Sherwin-Williams Company
+0.1%
+$282.2 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$2,407.45 
VEU Vanguard FTSE All-World ex-US ETF
+0.1%
+$249.12 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.09%
+$601.83 
FLDR Fidelity Low Duration Bond ETF
+0.09%
+$905.8 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.08%
+$164.46 
CGCP Capital Group Core Plus Income ETF
+0.07%
+$1,643.51 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.07%
+$743.8 
VLO Valero Energy Corporation
+0.06%
+$534.95 
MBB iShares MBS ETF
+0.06%
+$457.82 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.06%
+$151.92 
CGCB Capital Group Core Bond ETF
+0.06%
+$1,609.61 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$120.78 
FBND Fidelity Total Bond ETF
+0.05%
+$6,192.94 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$67.72 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
PFD Flaherty & Crumrine Preferred and Income Fund
0%
$0 
PLTR Palantir Technologies Inc.
-5.74%
-$32,204.98 
INTC Intel Corporation
-4.08%
-$14,050.68 
AMD Advanced Micro Devices, Inc.
-3.5%
-$19,621.18 
MU Micron Technology, Inc.
-3.45%
-$27,028.19 
BAI iShares A.I. Innovation and Tech Active ETF
-3.23%
-$10,844.4 
KLAC KLA Corporation
-2.86%
-$3,453.09 
AVGO Broadcom Inc.
-2.55%
-$7,954.94 
INSM Insmed Inc.
-2.36%
-$4,680 
META Meta Platforms Inc Class A
-2.14%
-$20,663.96 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$9,701.4 
MTUM iShares MSCI USA Momentum Factor ETF
-1.75%
-$16,136.77 
CSCO Cisco Systems, Inc.
-1.73%
-$8,356.2 
VBK Vanguard Small-Cap Growth ETF
-1.71%
-$7,990.08 
IYW iShares U.S. Technology ETF
-1.68%
-$54,289.19 
GARP iShares MSCI USA Quality GARP ETF
-1.61%
-$5,790.23 
SMH VanEck Semiconductor ETF
-1.57%
-$5,500.81 
MSFT Microsoft Corp.
-1.53%
-$63,325.44 
TMO Thermo Fisher Scientific Inc.
-1.46%
-$4,799.49 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$115,479 
CWB SPDR Bloomberg Convertible Securities ETF
-1.35%
-$7,571.8 
QQQM Invesco NASDAQ 100 ETF
-1.35%
-$4,379.87 
GOOGL Alphabet Inc
-1.33%
-$17,840.8 
CGGR Capital Group Growth ETF
-1.24%
-$158,862.22 
GOOG Alphabet Inc
-1.2%
-$16,398.54 
MGK Vanguard Mega Cap Growth ETF
-1.18%
-$14,415.2 
FELG Fidelity Enhanced Large Cap Growth ETF
-1.17%
-$3,215.68 
IBM International Business Machines Corporation
-1.15%
-$2,259.24 
IWF iShares Russell 1000 Growth ETF
-1.12%
-$12,807.46 
VXF Vanguard Extended Market ETF
-1.12%
-$6,904.08 
VUG Vanguard Growth ETF
-1.02%
-$84,578.02 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.99%
-$54,321.75 
ILCG iShares Morningstar Growth ETF
-0.98%
-$145,275.06 
FCOM Fidelity MSCI Communication Services Index ETF
-0.95%
-$2,746.89 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$4,224.2 
TSLA Tesla, Inc.
-0.89%
-$5,945.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.87%
-$18,849.75 
VWO Vanguard FTSE Emerging Markets ETF
-0.85%
-$11,334.5 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.84%
-$3,256.8 
FESM Fidelity Enhanced Small Cap ETF
-0.73%
-$12,240.69 
BLCR iShares Large Cap Core ACT ETF
-0.73%
-$2,226.24 
VB Vanguard Small-Cap ETF
-0.69%
-$29,448.54 
CGNG Capital Group New Geography Equity ETF
-0.66%
-$7,864.46 
ESGV Vanguard ESG U.S. Stock ETF
-0.65%
-$2,022.08 
AKRE Akre Focus ETF
-0.64%
-$3,088.76 
CGGO Capital Group Global Growth Equity ETF
-0.59%
-$19,108.8 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.56%
-$8,008.87 
FMDE Fidelity Enhanced Mid Cap ETF
-0.54%
-$14,032.35 
AMZN Amazon.com Inc
-0.47%
-$17,559.49 
NSC Norfolk Southern Corporation
-0.47%
-$3,309.9 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$18,712.01 
MGC Vanguard Mega Cap ETF
-0.44%
-$6,035.4 
THRO iShares U.S. Thematic Rotation Active ETF
-0.44%
-$978.9 
DAL Delta Air Lines, Inc.
-0.43%
-$1,843.49 
SPHQ Invesco S&P 500 Quality ETF
-0.42%
-$1,415.52 
OEF iShares S&P 100 ETF
-0.42%
-$2,411.79 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.4%
-$2,716.45 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$50,189.04 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$1,142.3 
IWB iShares Russell 1000 ETF
-0.39%
-$1,125.3 
VOO Vanguard S&P 500 ETF
-0.39%
-$36,234.39 
FELC Fidelity Enhanced Large Cap Core ETF
-0.39%
-$5,992.84 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.39%
-$3,584.95 
XMHQ Invesco S&P MidCap Quality ETF
-0.39%
-$1,929.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$5,348.19 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.37%
-$2,229.1 
IVV iShares Core S&P 500 ETF
-0.37%
-$10,847.49 
CGUS Capital Group Core Equity ETF
-0.37%
-$10,034.48 
BFLX iShares Flexible Equity Active ETF
-0.36%
-$1,019.63 
IALT iShares Systematic Alternatives Active ETF
-0.35%
-$1,007.26 
EPS WisdomTree U.S. LargeCap Fund
-0.35%
-$9,898 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$737.52 
FHLC Fidelity MSCI Health Care Index ETF
-0.32%
-$1,143.72 
QUAL iShares MSCI USA Quality Factor ETF
-0.3%
-$630.2 
VT Vanguard Total World Stock ETF
-0.28%
-$13,969.35 
CGDV Capital Group Dividend Value ETF
-0.26%
-$31,666.44 
UPS United Parcel Service, Inc.
-0.26%
-$4,089 
BDYN iShares Dynamic Equity Active ETF
-0.25%
-$4,056.5 
PCN PIMCO Corporate & Income Strategy Fund
-0.23%
-$868.98 
ABT Abbott Laboratories
-0.23%
-$936.72 
VO Vanguard Mid-Cap ETF
-0.23%
-$11,411.54 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$621.86 
USMV iShares MSCI USA Min Vol Factor ETF
-0.17%
-$1,514.1 
SIHY Harbor Scientific Alpha High-Yield ETF
-0.16%
-$531.03 
PFF iShares Preferred and Income Securities ETF
-0.14%
-$827.88 
CGBL Capital Group Core Balanced ETF
-0.14%
-$13,823.5 
INMU iShares Intermediate Muni Income Active ETF
-0.13%
-$1,789.08 
CGHM Capital Group Municipal High-Income ETF
-0.1%
-$275.02 
CGGE Capital Group Global Equity ETF
-0.1%
-$4,334.51 
RSP Invesco S&P 500 Equal Weight ETF
-0.07%
-$498.08 
BNDX Vanguard Total International Bond ETF
-0.06%
-$829.23 
CGMU Capital Group Municipal Income ETF
-0.06%
-$2,044.62 
IWS iShares Russell Mid-Cap Value ETF
-0.05%
-$293.92 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.05%
-$599.46 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.04%
-$234.24 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.04%
-$1,602.35 
IOO iShares Global 100 ETF
-0.04%
-$169.7 
MUB iShares National Muni Bond ETF
-0.03%
-$360.75 
GLD SPDR Gold Shares
-0.03%
-$81.35 
GLDM SPDR Gold MiniShares Trust
-0.01%
-$38 
CGHY Capital Group High Yield Bond ETF
-0.01%
-$25.97 
SBUX Starbucks Corporation
-0.01%
-$18.19 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2097 | Longs Won 1601/2097 76% | Profit Factor 14.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $261,579.19 |
| Average Win $71,654.95 | Best Trade (Oct 16) $7.8M | Sharpe Ratio -11.5 |
| Average Loss -$15,737.88 | Worst Trade (Oct 15) -$1.57M | Z-Score 20.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $50,984.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 51,737 | $9.8M | $17.86M | - | $8.05M | 82.15% | +0.927% |
| ABBV AbbVie Inc. | 6,802 | $1.19M | $1.93M | - | $743,074.77 | 62.41% | +0.314% |
| ABT Abbott Laboratories | 3,903 | $440,824.13 | $407,629.32 | - | -$33,194.81 | -7.53% | -0.229% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 14,876 | $935,624.17 | $1.11M | - | $175,464.27 | 18.75% | +0.067% |
| ADP Automatic Data Processing Inc. | 1,274 | $302,607.19 | $365,790.88 | - | $63,183.69 | 20.88% | +0.515% |
| AFL Aflac Inc. | 29,044 | $2.85M | $3.47M | - | $614,874.07 | 21.56% | +1.131% |
| AGG iShares Core U.S. Aggregate Bond ETF | 25,831 | $2.56M | $2.47M | - | -$89,734.41 | -3.51% | +0.098% |
| AKRE Akre Focus ETF | 8,348 | $548,714.21 | $478,173.44 | - | -$70,540.77 | -12.86% | -0.642% |
| AMD Advanced Micro Devices, Inc. | 996 | $234,324.57 | $540,359.88 | - | $306,035.31 | 130.6% | -3.504% |
| AMLP Alerian MLP ETF | 6,435 | $313,950.37 | $335,907 | - | $21,956.63 | 6.99% | +0.559% |
| AMZN Amazon.com Inc | 14,756 | $2.26M | $3.74M | - | $1.48M | 65.38% | -0.467% |
| AVGO Broadcom Inc. | 905 | $103,890.81 | $303,663.7 | - | $199,772.89 | 192.29% | -2.553% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,928 | $346,279.86 | $353,453.52 | - | $7,173.66 | 2.07% | +0.228% |
| AXP American Express Company | 2,593 | $506,967.82 | $822,318.09 | - | $315,350.27 | 62.2% | +1.039% |
| BAI iShares A.I. Innovation and Tech Active ETF | 7,746 | $264,560.38 | $324,789.78 | - | $60,229.4 | 22.77% | -3.231% |
| BDVL iShares Disciplined Volatility Equity Active ETF | 47,957 | $1.21M | $1.28M | - | $62,669.84 | 5.16% | -0.047% |
| BDYN iShares Dynamic Equity Active ETF | 57,950 | $1.48M | $1.6M | - | $120,352.1 | 8.11% | -0.252% |
| BFLX iShares Flexible Equity Active ETF | 11,023 | $282,388 | $285,054.78 | - | $2,666.78 | 0.94% | -0.356% |
| BINC iShares Flexible Income Active ETF | 8,385 | $442,301.62 | $425,538.75 | - | -$16,762.87 | -3.79% | +0.118% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 2,741 | $206,667.8 | $201,737.6 | - | -$4,930.2 | -2.39% | +0.082% |
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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 - $2.63M, 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 - $378,566.51, 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 $19.04M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.69M, Fidelity Total Bond ETF - $986,311.91, The Home Depot, Inc - $920,643.09, Genuine Parts Company - $843,617.39, and iShares Short Treasury Bond ETF - $668,880.26. 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.
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