Redwood Park Advisors LLC Portfolio
Invests via Redwood Park Advisors LLC | Managed by Benjamin Pettigrew, David M. Smith
Invests via Redwood Park Advisors LLC
Managed by Benjamin Pettigrew, David M. Smith
Automatically Tracked
Company Profile
A boutique investment advisory firm, Redwood Park Advisors LLC provides discretionary portfolio management and advisory services to high-net-worth individuals, family offices and institutional clients. The firm emphasizes customized asset allocation, risk-managed multi-asset strategies and direct private-market exposure. Operationally lean, it combines investment due diligence, tax-aware planning and ongoing client reporting to support long-term capital preservation and growth.
A boutique investment advisory firm, Redwood Park Advisors LLC provides discretionary portfolio management and advisory services to high-net-worth individuals, family offices and institutional clients. The firm emphasizes customized asset allocation, risk-managed multi-asset strategies and direct private-market exposure. Operationally lean, it combines investment due diligence, tax-aware planning and ongoing client reporting to support long-term capital preservation and growth.
Investment Philosophy & Strategy
Focuses on bespoke, discretionary portfolio management combining risk-managed multi-asset allocations with targeted private-market exposure to preserve and grow capital over the long term. Emphasizes tax-aware structuring, rigorous due diligence and active rebalancing to control downside while harvesting illiquidity and alpha from direct investments. Operates with a lean advisory model, aligning fees and reporting to client objectives and tailoring liquidity, concentration and risk budgets to high-net-worth and institutional mandates.
Focuses on bespoke, discretionary portfolio management combining risk-managed multi-asset allocations with targeted private-market exposure to preserve and grow capital over the long term. Emphasizes tax-aware structuring, rigorous due diligence and active rebalancing to control downside while harvesting illiquidity and alpha from direct investments. Operates with a lean advisory model, aligning fees and reporting to client objectives and tailoring liquidity, concentration and risk budgets to high-net-worth and institutional mandates.
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:
14.77%
Gain +0.02%
Monthly
0.69%
Yearly
8.61%
Drawdown
9.75%
$141.39M
Equity
Holdings
$141.39M
Investment
$126.25M
$17.27M
Profit +$33,887.88
Realized
$2.13M
Unrealized
$15.14M
Dividends
$4.94M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$33,887.88
Win %
73%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$165,341.79
Win %
73%
This Month
Compared to last month
Gain
0.02%
Profit
$33,887.88
Win %
73%
This Year
Compared to last year
Gain
2.38%
Profit
$3.28M
Win %
72%
EKSO Ekso Bionics Holdings, Inc.
+7.94%
+$3.08 
SMR NuScale Power Corporation
+7.73%
+$38.34 
KLAC KLA Corporation
+4.01%
+$77.3 
ETN Eaton Corporation plc
+3.22%
+$1,590.63 
MCK McKesson Corporation
+2.49%
+$21.9 
SBUX Starbucks Corporation
+1.92%
+$16.08 
IEX IDEX Corporation
+1.73%
+$4.04 
DUK Duke Energy Corporation
+1.65%
+$696 
OBE Obsidian Energy Ltd.
+1.62%
+$1.19 
BSX Boston Scientific Corporation
+1.45%
+$42.34 
SOLS Sollensys Corp
+1.31%
+$7.9 
AWR American States Water Co.
+1.12%
+$110.58 
LOW Lowe's Companies Inc.
+1.08%
+$7.11 
ABT Abbott Laboratories
+1.01%
+$224.4 
CVX Chevron Corporation
+0.9%
+$602 
VLTO Veralto Corporation
+0.89%
+$2.58 
ACN Accenture plc Class A
+0.88%
+$152.29 
NDSN Nordson Corporation
+0.86%
+$109.47 
WBD Warner Bros. Discovery, Inc.
+0.74%
+$40 
META Meta Platforms Inc Class A
+0.71%
+$73,617.95 
QSR Restaurant Brands International Inc.
+0.65%
+$18.8 
TSLA Tesla, Inc.
+0.58%
+$254.76 
KMB Kimberly-Clark Corporation
+0.51%
+$56.1 
MDLZ Mondelez International, Inc.
+0.41%
+$506.75 
DIS The Walt Disney Company
+0.34%
+$132.65 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.31%
+$34.47 
INTC Intel Corporation
+0.2%
+$57.57 
BA Boeing Company
+0.19%
+$2.7 
NOW ServiceNow, Inc.
+0.08%
+$4.9 
BLNK Blink Charging Co.
+0.05%
+$0.01 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
0%
+$3.44 
ESMV iShares ESG Aware MSCI USA Minimum Volatility ETF
0%
+$1.06 
A Agilent Technologies Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ACRV Acrivon Therapeutics Inc.
0%
$0 
ADBE Adobe Inc.
0%
+$0.03 
ADSK Autodesk, Inc.
0%
-$0.01 
AEP American Electric Power Company, Inc.
0%
$0 
AG First Majestic Silver Corp
0%
$0 
AIG American International Group Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
ALL Allstate Corporation
0%
$0 
AME Ametek Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AVNW Aviat Networks, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CBOE Cboe Global Markets Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CF CF Industries Holdings, Inc.
0%
$0 
CHD Church & Dwight Co., Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CLX The Clorox Company
0%
$0 
CMI Cummins Inc.
0%
$0 
CMCSA Comcast Corp
0%
$0 
CME CME Group Inc.
0%
$0 
CMS CMS Energy Corporation
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COO The Cooper Companies, Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
$0 
CRH CRH plc
0%
$0 
CSIQ Canadian Solar Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTAS Cintas Corporation
0%
$0 
CTVA Corteva Inc.
0%
$0 
DBX Dropbox Inc.
0%
$0 
DE Deere & Company
0%
-$0.01 
DLY DoubleLine Yield Opportunities Fund
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DOV Dover Corporation
0%
$0 
DRI Darden Restaurants, Inc.
0%
$0 
DTE DTE Energy Company
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
EFC ELLINGTON FINANCIAL INC 1EL REIT
0%
$0 
EG Everest Group, Ltd.
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
EXC Exelon Corporation
0%
$0 
EXPO Exponent Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
$0 
FE FirstEnergy Corp.
0%
$0 
GBTC Grayscale Bitcoin Trust ETF
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GRMN Garmin Ltd.
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HIMX Himax Technologies Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
INTU Intuit Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KIM Kimco Realty Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LGND Ligand Pharmaceuticals Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MMM 3M Company
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEGG NEWEGG COMMERCE INC
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NI NiSource Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NJR New Jersey Resources Corporation
0%
$0 
NOG Northern Oil and Gas Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
O Realty Income Corporation
0%
$0 
OABI OmniAb, Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
OPRA Opera Limited ADR
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.01 
PAYX Paychex Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PCG PG&E Corporation
0%
$0 
PBR Petrobras S.A. Sponsored ADR
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PGR Progressive Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PLD Prologis Inc.
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QS QuantumScape Corp
0%
$0 
RJF Raymond James Financial Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
RYAAY Ryanair Holdings plc American Depositary Receipt
0%
$0 
SANA Sana Biotechnology, Inc.
0%
$0 
SAVA Cassava Sciences Inc.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SNAP Snap Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SO The Southern Company
0%
$0 
SNY Sanofi American Depositary Receipt
0%
$0 
SOUN SoundHound AI Inc.
0%
$0 
SPG Simon Property Group, Inc.
0%
$0 
SRE Sempra
0%
$0 
SYK Stryker Corporation
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TGT Target Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TM Toyota Motor Corporation
0%
$0 
TPG TPG Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTD The Trade Desk, Inc. Class A
0%
$0 
TT Trane Technologies plc
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
+$0.01 
UNH UnitedHealth Group Incorporated
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VERA Vera Therapeutics Inc.
0%
$0 
VNOM Viper Energy Inc. Class A Common Stock
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VTRS Viatris Inc.
0%
$0 
VTR Ventas Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WDAY Workday Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.02 
YUM Yum! Brands, Inc.
0%
$0 
ZM Zoom Video Communications, Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
$0 
AOR iShares Core 60/40 Balanced Allocation ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DFGR Dimensional Global Real Estate ETF
0%
$0 
DFAR Dimensional US Real Estate ETF
0%
$0 
DFLV Dimensional US Large Cap Value ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
EWZ iShares MSCI Brazil ETF
0%
$0 
FIG Figma Inc. Class A Common Stock
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GDXJ VanEck Junior Gold Miners ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GNR SPDR S&P Global Natural Resources ETF
0%
$0 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IAK iShares U.S. Insurance ETF
0%
$0 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
0%
$0 
ICF iShares Cohen & Steers Realty Majors ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
INDA ISHARES MSCI INDIA ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
ITB iShares U.S. Home Construction ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
IYJ iShares U.S. Industrials ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
KWEB KraneShares CSI China Internet ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.01 
NULV Nuveen ESG Large-Cap Value ETF
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RWR SPDR Dow Jones REIT ETF
0%
$0 
SCHY Schwab International Dividend Equity ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
SOXS Direxion Daily Semiconductor Bear 3X Shares
0%
$0 
SLV iShares Silver Trust
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SLYV SPDR S&P 600 Small Cap Value ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SQQQ ProShares UltraPro Short QQQ
0%
$0 
TSLQ Tradr 2x Short Tesla Daily ETF
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VEGN US Vegan Climate ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XVV iShares ESG Screened S&P 500
0%
+$0.33 
GPIX S&P 500 Core Premium Income Fund
0%
$0 
CPAY Corpay, Inc.
0%
$0 
GEV GE Vernova Inc.
0%
$0 
TEM Tempus AI, Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PSLV Sprott Physical Silver Trust
0%
$0 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
0%
$0 
IMSR Terrestrial Energy Inc.
0%
$0 
NAVN Navan, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
COMP Compass Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
-7.5%
-$445.61 
HIMS Hims & Hers Health, Inc.
-3.97%
-$37.8 
GOOGL Alphabet Inc
-3.84%
-$12,087.31 
ORCL Oracle Corporation
-3.69%
-$2,785 
BABA Alibaba Group Holding Limited SP ADR
-3.38%
-$2,874.22 
BIDU Baidu Inc.
-3.25%
-$658.6 
RBLX Roblox Corporation
-2.24%
-$3,141.55 
AMZN Amazon.com Inc
-2.09%
-$18,385.37 
TJX The TJX Companies, Inc.
-1.94%
-$21.56 
IR Ingersoll Rand Inc.
-1.86%
-$6.44 
ALB Albemarle Corporation
-1.41%
-$1.85 
TXT Textron Inc.
-1.11%
-$1.98 
AAPL Apple Inc.
-1.09%
-$39,359.15 
IBIT iShares Bitcoin Trust
-0.8%
-$26.1 
MO Altria Group, Inc.
-0.78%
-$192.27 
LIN Linde plc
-0.39%
-$227.74 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$96.8 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$30,779.03 
PHO Invesco Water Resources ETF
-0.29%
-$81.27 
STE STERIS plc
-0.28%
-$47.6 
AON Aon plc
-0.14%
-$1.02 
DGX Quest Diagnostics Inc.
-0.06%
-$0.26 
NVDA NVIDIA Corporation
-0.02%
-$59.35 
FLLA Franklin FTSE Latin America ETF
-0.02%
-$1.8 
NACP Impact Shares NAACP Minority Empowerment ETF
-0.01%
-$0.03 
ADP Automatic Data Processing Inc.
0%
-$0.01 
ROST Ross Stores, Inc.
0%
-$0.42 
ADI Analog Devices, Inc.
0%
-$0.07 
SARK Tuttle Capital Short Innovation ETF
0%
-$0.02 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1290 | Longs Won 869/1290 67% | Profit Factor 9.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $141,027.41 |
| Average Win $22,154.61 | Best Trade (Aug 25) $4.59M | Sharpe Ratio -11.33 |
| Average Loss -$4,703.61 | Worst Trade (Aug 19) -$662,098.69 | Z-Score 16.43 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4d | Expectancy $13,389.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 202 | $27,136.46 | $30,041.44 | - | $2,904.98 | 10.71% | 0.0 |
| AAPL Apple Inc. | 11,749 | $2.94M | $3.58M | - | $639,597.86 | 21.73% | -1.087% |
| ABBV AbbVie Inc. | 222 | $39,760.37 | $55,049.34 | - | $15,288.97 | 38.45% | 0.0 |
| ABNB Airbnb, Inc. | 3 | $395 | $554.1 | - | $159.1 | 40.28% | 0.0 |
| ABT Abbott Laboratories | 204 | $23,108.01 | $22,382.88 | - | -$725.13 | -3.14% | +1.013% |
| ACN Accenture plc Class A | 97 | $34,123.64 | $17,442.54 | - | -$16,681.1 | -48.88% | +0.881% |
| ACRV Acrivon Therapeutics Inc. | 500 | $3,010 | $870 | - | -$2,140 | -71.1% | 0.0 |
| ADBE Adobe Inc. | 2,710 | $1.18M | $739,721.6 | - | -$441,479.76 | -37.38% | 0.0 |
| ADI Analog Devices, Inc. | 13 | $2,762.07 | $4,991.02 | - | $2,228.95 | 80.7% | -0.001% |
| ADP Automatic Data Processing Inc. | 3 | $878.57 | $821.02 | - | -$57.55 | -6.55% | -0.002% |
| ADSK Autodesk, Inc. | 1,428 | $422,074.43 | $365,667.96 | - | -$56,406.47 | -13.36% | 0.0 |
| AEP American Electric Power Company, Inc. | 3 | $327.87 | $368.52 | - | $40.65 | 12.4% | 0.0 |
| AG First Majestic Silver Corp | 376 | $6,377 | $7,087.6 | - | $710.6 | 11.14% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 68,593 | $6.66M | $6.67M | - | $7,554.94 | 0.11% | 0.0 |
| AIG American International Group Inc. | 6 | $437.25 | $465.66 | - | $28.41 | 6.5% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 2 | $568 | $504.86 | - | -$63.14 | -11.12% | 0.0 |
| ALB Albemarle Corporation | 1 | $142 | $129.36 | - | -$12.64 | -8.9% | -1.41% |
| ALL Allstate Corporation | 2 | $385.6 | $539.34 | - | $153.74 | 39.87% | 0.0 |
| AMAT Applied Materials, Inc. | 5 | $795.69 | $2,610.6 | - | $1,814.91 | 228.09% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 81 | $40,817.73 | $38,034.36 | - | -$2,783.37 | -6.82% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Redwood Park Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Goldman Sachs Access Treasury 0-1 Year ETF - $2.83M, SPDR Gold Shares - $955,877.28, Meta Platforms Inc Class A - $905,542.6, iShares Core U.S. Aggregate Bond ETF - $409,086.29, and SPDR DoubleLine Total Return Tactical ETF - $310,538.35. 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: TSLQ - $31,815.68, Apple Inc - $15,339.09, ProShares UltraPro Short QQQ - $13,618.31, Adobe Inc - $13,022.97, and Eaton Corporation plc - $7,990.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Redwood Park Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.94M earned over time. The largest contributors to dividend income include Goldman Sachs Access Treasury 0-1 Year ETF - $2.83M, iShares Core U.S. Aggregate Bond ETF - $409,086.29, SPDR DoubleLine Total Return Tactical ETF - $282,858.15, Dimensional International Core Equity Market ETF - $154,431.44, and iShares MSCI USA Min Vol Factor ETF - $138,151.93. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Redwood Park Advisors LLC's monthly returns?
Redwood Park Advisors LLC'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 Redwood Park Advisors LLC's strategy be considered aggressive or moderate?
Redwood Park Advisors LLC's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Redwood Park Advisors LLC's strategy?
Redwood Park Advisors LLC'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.
