WB
William Bromley Portfolio
Invests via Innova Wealth Partners | Managed by William “Chip” Bromley Jr., Ian Foster
Invests via Innova Wealth Partners
Managed by William “Chip” Bromley Jr., Ian Foster
Automatically Tracked
William Bromley Profile
With a background steeped in financial services, William Bromley has carved out a notable presence as an investment leader. His extensive experience spans various roles within prominent firms, where he has specialized in aligning capital deployment with strategic business objectives. Notably recognized for his insights on market dynamics and trends, he plays an influential role in fostering relationships that bridge investors with transformative opportunities. Bromley's unique understanding of sectoral nuances and competitive landscapes positions him effectively to drive impactful initiatives across multiple asset classes.
With a background steeped in financial services, William Bromley has carved out a notable presence as an investment leader. His extensive experience spans various roles within prominent firms, where he has specialized in aligning capital deployment with strategic business objectives. Notably recognized for his insights on market dynamics and trends, he plays an influential role in fostering relationships that bridge investors with transformative opportunities. Bromley's unique understanding of sectoral nuances and competitive landscapes positions him effectively to drive impactful initiatives across multiple asset classes.
Investment Philosophy & Strategy
William Bromley approaches investment through a lens of operational improvement and strategic flexibility. His extensive career has instilled a deep appreciation for identifying inefficiencies within businesses, enabling him to propose enhancements that drive growth and profitability. By leveraging insights gathered from market analysis and competitive evaluation, he focuses on aligning resources with impactful opportunities in various sectors. The emphasis is on nurturing dynamic partnerships that yield sustainable advantages, ultimately translating into value creation across portfolios. This distinctive blend of operational insight and flexible strategy positions him as an influential architect of innovative investment solutions.
William Bromley approaches investment through a lens of operational improvement and strategic flexibility. His extensive career has instilled a deep appreciation for identifying inefficiencies within businesses, enabling him to propose enhancements that drive growth and profitability. By leveraging insights gathered from market analysis and competitive evaluation, he focuses on aligning resources with impactful opportunities in various sectors. The emphasis is on nurturing dynamic partnerships that yield sustainable advantages, ultimately translating into value creation across portfolios. This distinctive blend of operational insight and flexible strategy positions him as an influential architect of innovative investment solutions.
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:
37.49%
Gain -0.46%
Monthly
0.68%
Yearly
8.42%
Drawdown
11.22%
$242.86M
Equity
Holdings
$242.86M
Investment
$219.18M
$63.44M
Profit -$878,760.63
Realized
$39.76M
Unrealized
$23.69M
Dividends
$16.87M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$878,760.63
Win %
73%
This Week
Compared To Last Week
Gain
0.04%
Profit
$99,408.45
Win %
73%
This Month
Compared to last month
Gain
0.03%
Profit
$68,306.41
Win %
73%
This Year
Compared to last year
Gain
0.04%
Profit
$85,593.64
Win %
74%
CRDO Credo Technology Group Holding Ltd.
+6.09%
+$18,287.88 
SVIX -1X Short VIX Futures ETF
+3.12%
+$63,296.12 
AVGO Broadcom Inc.
+2.84%
+$22,007.72 
RSIT Return Stacked International Stocks & Managed Futures ETF
+2.81%
+$33,978.27 
INOD Innodata Inc.
+2.52%
+$4,877.64 
MSFT Microsoft Corp.
+2.11%
+$57,054.2 
ORLA Orla Mining Ltd.
+1.92%
+$4,716.03 
TQQQ ProShares UltraPro QQQ
+1.88%
+$12,512.04 
GOOG Alphabet Inc
+1.8%
+$16,904.16 
GOOGL Alphabet Inc
+1.66%
+$5,673.6 
RTX RTX Corporation
+1.59%
+$4,891.04 
CVX Chevron Corporation
+1.55%
+$9,857.1 
ALL Allstate Corporation
+1.48%
+$6,249.3 
WMB The Williams Companies, Inc.
+1.45%
+$5,575.27 
YOU Clear Secure Inc.
+1.36%
+$3,174.75 
IBM International Business Machines Corporation
+1.36%
+$6,971.16 
AMZN Amazon.com Inc
+1.33%
+$20,169.6 
QLD ProShares Ultra QQQ
+1.3%
+$20,274.24 
SLV iShares Silver Trust
+1.16%
+$4,693.45 
XLE Energy Select Sector SPDR Fund
+1.12%
+$47,946.72 
XOM Exxon Mobil Corporation
+1.04%
+$14,646.69 
DY Dycom Industries Inc.
+1.03%
+$4,029.52 
V Visa Inc. Class A
+1%
+$6,593.34 
EEM iShares MSCI Emerging Markets ETF
+0.94%
+$13,805.19 
GEV GE Vernova Inc.
+0.92%
+$3,010.1 
CEG Constellation Energy Corporation
+0.8%
+$4,165.24 
XLK State Street Technology Select Sector SPDR ETF
+0.8%
+$33,972.9 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$28,847.28 
MA Mastercard Incorporated
+0.66%
+$2,983.29 
FCX Freeport-McMoRan Inc.
+0.65%
+$3.04 
META Meta Platforms Inc Class A
+0.58%
+$4,536 
LMT Lockheed Martin Corporation
+0.56%
+$1,751.77 
RSSX Return Stacked U.S. Stocks & Bonds ETF
+0.51%
+$4,303.75 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.49%
+$21,591.19 
XLC Communication Services Select Sector SPDR Fund
+0.48%
+$2,170.49 
VWO Vanguard FTSE Emerging Markets ETF
+0.45%
+$9,453.86 
NVDA NVIDIA Corporation
+0.42%
+$4,856.05 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+0.4%
+$30,764.63 
VUG Vanguard Growth ETF
+0.39%
+$1,574.1 
UPRO ProShares UltraPro S&P500
+0.36%
+$809.82 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+0.34%
+$792.71 
EWJ iShares MSCI Japan ETF
+0.32%
+$4,237.19 
RSBT RTRN Stock Bonds & Managed Futures Fund
+0.32%
+$14,704.14 
CB Chubb Limited
+0.31%
+$1,164.2 
DBC Invesco DB Commodity Index Tracking Fund
+0.29%
+$1,029.86 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.28%
+$17,545.96 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.26%
+$609.07 
SSO ProShares Ultra S&P500
+0.26%
+$9,845.21 
SPGI S&P Global Inc.
+0.25%
+$943.03 
TTE TotalEnergies SE
+0.25%
+$957.4 
FRDM Freedom 100 Emerging Markets ETF
+0.2%
+$1,616.94 
QMOM Alpha U.S. Quantitative Momentum ETF
+0.12%
+$1,884.96 
IVV iShares Core S&P 500 ETF
+0.11%
+$1,026.31 
VOO Vanguard S&P 500 ETF
+0.11%
+$4,604.11 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$2,812 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$9,112.9 
QLTY GMO U.S. Quality ETF
+0.1%
+$321.92 
SCHX Schwab U.S. Large-Cap ETF
+0.09%
+$1,098.33 
IWV ISHARES RUSSELL 3000 ETF
+0.06%
+$129.25 
UTG Reaves Utility Income Fund
+0.05%
+$199.34 
VT Vanguard Total World Stock ETF
+0.03%
+$127.84 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$66.64 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$998.87 
SHV iShares Short Treasury Bond ETF
+0.01%
+$16.79 
BRK-B Berkshire Hathaway Inc.
0%
+$4.65 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$18.18 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
IMCG iShares Morningstar Mid-Cap Growth ETF
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-2.97%
-$9,324.8 
MAIN Main Street Capital Corporation
-2.91%
-$13,012.02 
GSK GSK plc Sponsored ADR
-2.76%
-$9,924.2 
AAPL Apple Inc.
-2.7%
-$80,855.19 
BX Blackstone Inc.
-2.57%
-$9,525.72 
TSLA Tesla, Inc.
-2.4%
-$5,158.44 
TD The Toronto-Dominion Bank
-2.31%
-$6,726.38 
PEP PepsiCo, Inc.
-2.14%
-$9,184.56 
LOW Lowe's Companies Inc.
-1.99%
-$5,411.6 
HD The Home Depot, Inc.
-1.91%
-$6,793.29 
DRN Direxion Daily Real Estate Bull 3X Shares
-1.88%
-$5,232.89 
MRK Merck & Co., Inc.
-1.85%
-$3,982.66 
SWK Stanley Black & Decker Inc.
-1.85%
-$5,819.18 
WMT Walmart Inc.
-1.68%
-$8,102.4 
CAT Caterpillar Inc.
-1.64%
-$7,752.58 
LRCX Lam Research Corporation
-1.58%
-$4,751.68 
ED Consolidated Edison, Inc.
-1.39%
-$5,600.4 
UDOW ProShares UltraPro Dow30
-1.34%
-$9,690.6 
LLY Eli Lilly and Company
-1.32%
-$27,101.85 
CTRE CareTrust REIT Inc.
-1.26%
-$2,890.08 
PEG Public Service Enterprise Group Incorporated
-1.25%
-$2,941.2 
JNJ Johnson & Johnson
-1.21%
-$9,562.5 
AEP American Electric Power Company, Inc.
-1.12%
-$4,321.75 
WFC Wells Fargo & Company
-0.99%
-$2,289.23 
XLB Materials Select Sector SPDR Fund
-0.98%
-$36,395.86 
BAC Bank of America Corporation
-0.97%
-$2,410.94 
TSCO Tractor Supply Company
-0.95%
-$2,501.25 
GS The Goldman Sachs Group, Inc.
-0.91%
-$3,699.67 
PG Procter & Gamble Co
-0.84%
-$4,914.52 
PRU Prudential Financial, Inc.
-0.82%
-$2,003.62 
SO The Southern Company
-0.74%
-$1,701.16 
SPLV Invesco S&P 500 Low Volatility ETF
-0.74%
-$7,361.95 
RSBY Return Stacked Bonds & Futures Yield ETF
-0.73%
-$14,360.38 
VGK Vanguard FTSE Europe ETF
-0.7%
-$5,473.75 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$30,562.56 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.69%
-$2,347.2 
ASML ASML Holding N.V. New York Registry Shares
-0.68%
-$2,569.25 
XLI Industrial Select Sector SPDR Fund
-0.64%
-$26,377.55 
XLP Consumer Staples Select Sector SPDR Fund
-0.63%
-$24,033.27 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.62%
-$3,499.41 
XLRE The Real Estate Select Sector SPDR Fund
-0.62%
-$1,862.84 
DVY iShares Select Dividend ETF
-0.6%
-$1,460.82 
ICF iShares Cohen & Steers Realty Majors ETF
-0.6%
-$46,402.39 
COR Cencora, Inc.
-0.57%
-$1,327.49 
XLV Health Care Select Sector SPDR Fund
-0.53%
-$21,083.76 
COST Costco Wholesale Corporation
-0.52%
-$2,619.27 
MCO Moody's Corporation
-0.51%
-$1,713.86 
JPM JPMorgan Chase & Co.
-0.5%
-$2,953.24 
MCD McDonald's Corporation
-0.5%
-$1,142.76 
ABBV AbbVie Inc.
-0.49%
-$7,781.76 
CMI Cummins Inc.
-0.49%
-$8,605.08 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.47%
-$10,342.8 
VIG Vanguard Dividend Appreciation ETF
-0.47%
-$16,591.68 
EFA iShares MSCI EAFE ETF
-0.45%
-$6,489.22 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.44%
-$2,725.73 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$6,620.9 
VOOV Vanguard S&P 500 Value ETF
-0.43%
-$8,605.84 
CSCO Cisco Systems, Inc.
-0.39%
-$429 
BMY Bristol-Myers Squibb Company
-0.37%
-$1,853.78 
IEF iShares 7-10 Year Treasury Bond ETF
-0.37%
-$1,771.92 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$1,968.78 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$12,172.52 
IMOM Alpha International Quantitative Momentum ETF
-0.32%
-$2,945.09 
RSSY Return Stacked U.S. Stocks & Bonds Yield ETF
-0.32%
-$19,725.2 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.31%
-$1,077.71 
XLF Financial Select Sector SPDR Fund
-0.28%
-$10,844.11 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$17,520.62 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.27%
-$1,851.8 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.27%
-$2,454.01 
IVAL Alpha Architect International Quantitative Value ETF
-0.26%
-$2,352.51 
KO The Coca-Cola Company
-0.25%
-$693.51 
RSSB Return Stacked Global Stocks & Bonds ETF
-0.25%
-$1,065.9 
IJR iShares Core S&P Small-Cap ETF
-0.25%
-$1,041.12 
AMGN Amgen Inc.
-0.24%
-$1,478.4 
RSBA Return Stacked Bonds & Managed Risk ETF
-0.24%
-$3,273.27 
RSP Invesco S&P 500 Equal Weight ETF
-0.21%
-$3,032.12 
TIP iShares TIPS Bond ETF
-0.21%
-$472.95 
VTV Vanguard Value ETF
-0.21%
-$801 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.2%
-$8,062.2 
HALO Halozyme Therapeutics Inc.
-0.19%
-$793.65 
NTSX WisdomTree U.S. Efficient Core Fund
-0.19%
-$2,548.59 
BNDX Vanguard Total International Bond ETF
-0.18%
-$588.2 
ROMO Strategy Shares Newfound/ReSolve Robust Momentum ETF
-0.18%
-$2,229.44 
VZ Verizon Communications Inc.
-0.17%
-$612.15 
VXF Vanguard Extended Market ETF
-0.16%
-$594 
PM Philip Morris International Inc.
-0.15%
-$806.83 
IWM iShares Russell 2000 ETF
-0.14%
-$807.58 
MUB iShares National Muni Bond ETF
-0.12%
-$341.9 
GLD SPDR Gold Shares
-0.11%
-$2,395.26 
AIZ Assurant Inc.
-0.11%
-$293.4 
GLW Corning Incorporated
-0.07%
-$165.66 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.07%
-$746.96 
BRC Brady Corporation
-0.06%
-$153.96 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$9,635.4 
VEU Vanguard FTSE All-World ex-US ETF
-0.05%
-$202.68 
CZNC Citizens & Northern Corporation
-0.04%
-$101.68 
QVAL Alpha Architect U.S. Quantitative Value ETF
0%
-$30.71 Events
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Dividends
Dividend Analysis
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| Trades 1693 | Longs Won 996/1693 58% | Profit Factor 3.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $180,874.81 |
| Average Win $85,664.66 | Best Trade (Sep 29) $1.97M | Sharpe Ratio -9.28 |
| Average Loss -$31,392.05 | Worst Trade (Dec 31) -$1M | Z-Score 0.47 (36.3%) |
| Commissions $0 | Avg. Trade Length 11m 6d | Expectancy $37,472.98 |
| 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 | 7,752 | 6,977 | 6,202 | 5,426 | 4,651 | 3,876 | 3,101 | 2,326 | 1,550 | 775 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for William Bromley?
The largest contributions to the portfolio's profits come from the following stocks: -1X Short VIX Futures ETF - $5.02M, SPDR Gold Shares - $4.22M, Energy Select Sector SPDR Fund - $4.02M, Communication Services Select Sector SPDR Fund - $4.01M, and Financial Select Sector SPDR Fund - $3.18M. 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: iShares 7-10 Year Treasury Bond ETF - $2.79M, iShares 20+ Year Treasury Bond ETF - $1.58M, iShares Core U.S. Aggregate Bond ETF - $773,475.8, Direxion Daily 20+ Year Treasury Bull 3X Shares - $275,396.41, and iShares National Muni Bond ETF - $88,077.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Bromley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.87M earned over time. The largest contributors to dividend income include iShares 1-3 Year Treasury Bond ETF - $2.33M, iShares Core U.S. Aggregate Bond ETF - $1.21M, iMGP DBi Managed Futures Strategy ETF - $1.06M, Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $840,785.44, and iShares 7-10 Year Treasury Bond ETF - $737,444.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Bromley's monthly returns?
William Bromley's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can William Bromley's strategy be considered aggressive or moderate?
William Bromley'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 William Bromley's strategy?
William Bromley's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
