Leanne Menzel Portfolio
Invests via Smallwood Wealth Investment Management LLC | Managed by Leanne Menzel
Invests via Smallwood Wealth Investment Management LLC
Managed by Leanne Menzel
Automatically Tracked
Leanne Menzel Profile
Leanne Menzel is an accomplished entrepreneur known for her innovative approaches within the tech sector. With a focus on developing cutting-edge solutions, she has significantly influenced digital transformation across various industries. Her leadership in founding and scaling startups demonstrates not only her resilience but also her keen ability to identify market gaps and leverage technological advancements. Through strategic collaborations and partnerships, she has enhanced operational efficiencies while driving growth in emerging markets. Leanne's insights into consumer behavior have established her as a thought leader, making her contributions relevant for investors seeking to navigate the evolving landscape of technology-driven businesses.
Leanne Menzel is an accomplished entrepreneur known for her innovative approaches within the tech sector. With a focus on developing cutting-edge solutions, she has significantly influenced digital transformation across various industries. Her leadership in founding and scaling startups demonstrates not only her resilience but also her keen ability to identify market gaps and leverage technological advancements. Through strategic collaborations and partnerships, she has enhanced operational efficiencies while driving growth in emerging markets. Leanne's insights into consumer behavior have established her as a thought leader, making her contributions relevant for investors seeking to navigate the evolving landscape of technology-driven businesses.
Investment Philosophy & Strategy
In an era characterized by rapid technological evolution, Leanne Menzel exemplifies a forward-thinking entrepreneurial mindset. Drawing from her extensive experience in scaling innovative tech ventures, she is adept at recognizing disruptive trends that shape market dynamics. By emphasizing agility and adaptability, her investment strategy prioritizes transformative solutions with strong potential for growth. This approach allows her to pinpoint opportunities that align with shifting consumer preferences while fostering partnerships that enhance value creation. Her ability to navigate complexities within the digital landscape not only accelerates business performance but also positions her as a strategic partner for stakeholders looking to capitalize on emerging technology sectors.
In an era characterized by rapid technological evolution, Leanne Menzel exemplifies a forward-thinking entrepreneurial mindset. Drawing from her extensive experience in scaling innovative tech ventures, she is adept at recognizing disruptive trends that shape market dynamics. By emphasizing agility and adaptability, her investment strategy prioritizes transformative solutions with strong potential for growth. This approach allows her to pinpoint opportunities that align with shifting consumer preferences while fostering partnerships that enhance value creation. Her ability to navigate complexities within the digital landscape not only accelerates business performance but also positions her as a strategic partner for stakeholders looking to capitalize on emerging technology sectors.
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:
86.74%
Gain +0.16%
Monthly
1.03%
Yearly
13.09%
Drawdown
20.88%
$234.84M
Equity
Holdings
$234.84M
Investment
$167.1M
$67.86M
Profit +$190,899.82
Realized
$130,567.41
Unrealized
$67.73M
Dividends
$13.44M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$190,899.82
Win %
70%
This Week
Compared To Last Week
Gain
-0.84%
Profit
-$2M
Win %
70%
This Month
Compared to last month
Gain
-0.38%
Profit
-$892,761.57
Win %
70%
This Year
Compared to last year
Gain
2.6%
Profit
$5.98M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$151,103 
MVIS Microvision Inc.
+12.5%
+$0.75 
GNLN Greenlane Holdings, Inc.
+9.04%
+$1.28 
ETN Eaton Corporation plc
+7.32%
+$7,077.5 
GOOG Alphabet Inc
+6.88%
+$166,348.74 
GOOGL Alphabet Inc
+6.73%
+$16,762.62 
PGYWW Pagaya Technologies Ltd.
+6.01%
+$0.74 
BLNK Blink Charging Co.
+5.51%
+$1.76 
ANET Arista Networks, Inc.
+5.46%
+$559.8 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$818.34 
SOLS Sollensys Corp
+4.84%
+$72.28 
ABR Arbor Realty Trust Inc.
+4.59%
+$352 
LPLA LPL Financial Holdings Inc.
+4.28%
+$4,533.36 
NGVT Ingevity Corporation
+4.16%
+$119.72 
ZM Zoom Video Communications, Inc.
+4.06%
+$108.75 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$1,442.5 
YUMC Yum China Holdings Inc.
+3.68%
+$201.78 
S SentinelOne Inc.
+3.59%
+$2,640 
MDB MongoDB Inc.
+3.56%
+$1,160 
PRCT Procept BioRobotics Corporation
+3.44%
+$93 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$592 
META Meta Platforms Inc Class A
+3.28%
+$10,183.67 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$1,632.61 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$1,398.72 
MSFT Microsoft Corp.
+3.02%
+$66,915.01 
NVDA NVIDIA Corporation
+2.93%
+$78,478.34 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$82.56 
XHR Xenia Hotels & Resorts Inc.
+2.49%
+$547.5 
CVX Chevron Corporation
+2.35%
+$19,232.6 
MRVL Marvell Technology, Inc.
+2.32%
+$7,199.4 
BP BP p.l.c. Sponsored ADR
+2.26%
+$32 
GLW Corning Incorporated
+2.24%
+$3,523.89 
WDC Western Digital Corporation
+2.21%
+$212.4 
DVN Devon Energy Corporation
+2.17%
+$67.2 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$149 
CDNS Cadence Design Systems, Inc.
+2.16%
+$720 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$4.9 
CSCO Cisco Systems, Inc.
+2.14%
+$4,857.57 
CHTR Charter Communications Inc
+2.1%
+$80.46 
KEYS Keysight Technologies, Inc.
+2.04%
+$517.59 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$696.85 
TDOC Teladoc Health Inc.
+1.98%
+$1.3 
JCI Johnson Controls International plc
+1.93%
+$36.14 
HAL Halliburton Company
+1.93%
+$51.85 
PANW Palo Alto Networks, Inc.
+1.89%
+$159.9 
STEM Stem, Inc.
+1.89%
+$0.2 
TSCO Tractor Supply Company
+1.85%
+$420 
CRM Salesforce Inc
+1.83%
+$1,088.99 
ORCL Oracle Corporation
+1.81%
+$5,560.17 
HWM Howmet Aerospace Inc.
+1.8%
+$119.52 
KMI Kinder Morgan, Inc.
+1.64%
+$1,491.36 
SHEL Shell plc
+1.62%
+$441 
HPE Hewlett Packard Enterprise Company
+1.61%
+$121.6 
BSX Boston Scientific Corporation
+1.59%
+$18.98 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$375.16 
RENT Rent the Runway, Inc.
+1.55%
+$1.26 
HPQ HP Inc.
+1.53%
+$65.6 
VZ Verizon Communications Inc.
+1.52%
+$3,479.7 
LMT Lockheed Martin Corporation
+1.5%
+$3,132.69 
PR Permian Resources Corporation
+1.48%
+$223.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$227.12 
PH Parker-Hannifin Corporation
+1.43%
+$54.96 
CRF Cornerstone Total Return Fund, Inc.
+1.42%
+$100 
GE General Electric Company
+1.42%
+$1,413.43 
TDC Teradata Corporation
+1.41%
+$104.06 
SLB Schlumberger Limited
+1.39%
+$673.2 
KLAC KLA Corporation
+1.38%
+$7,470.03 
VYX NCR Voyix Corp
+1.35%
+$1.21 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.27%
+$438.66 
CMCSA Comcast Corp
+1.23%
+$2,005.35 
COP ConocoPhillips
+1.22%
+$564.05 
HACK Amplify Cybersecurity ETF
+1.2%
+$539.75 
WFC Wells Fargo & Company
+1.19%
+$1,258.68 
HONA Honeywell Aerospace Inc.
+1.18%
+$4.84 
AMAT Applied Materials, Inc.
+1.18%
+$1,197.7 
CHD Church & Dwight Co., Inc.
+1.16%
+$2,019.31 
ITW Illinois Tool Works Inc.
+1.15%
+$292.5 
MSI Motorola Solutions, Inc.
+1.14%
+$2,420.63 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$237.5 
NOW ServiceNow, Inc.
+1.05%
+$417.6 
VDE Vanguard Energy ETF
+1.02%
+$39,333.06 
ADBE Adobe Inc.
+1.01%
+$356.42 
XLE Energy Select Sector SPDR Fund
+1%
+$130.98 
OGIG ALPS O’Shares Global Internet Giants ETF
+0.97%
+$20.65 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$335.44 
TTE TotalEnergies SE
+0.95%
+$166 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$430 
ASTS AST SpaceMobile, Inc.
+0.92%
+$3.24 
UNP Union Pacific Corporation
+0.92%
+$192.24 
DTM Dt Midstream Inc.
+0.9%
+$87.33 
MLPA Global X MLP ETF
+0.87%
+$74.97 
IBM International Business Machines Corporation
+0.86%
+$11,137.09 
GEV GE Vernova Inc.
+0.85%
+$1,487.49 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$695.89 
SU Suncor Energy Inc.
+0.82%
+$27.5 
ARKX ARK Space & Defense Innovation ETF
+0.82%
+$114.75 
MCD McDonald's Corporation
+0.82%
+$1,588.41 
EMR Emerson Electric Co.
+0.79%
+$127.44 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$416 
TSLA Tesla, Inc.
+0.76%
+$554.6 
MPC Marathon Petroleum Corporation
+0.76%
+$198.37 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$534 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$109.2 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,094.71 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,970.47 
BB BlackBerry Ltd.
+0.71%
+$0.66 
CAT Caterpillar Inc.
+0.7%
+$5,828.75 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,958.3 
TLK Telkom Indonesia Persero Tbk. - ADR
+0.69%
+$2 
IVV iShares Core S&P 500 ETF
+0.69%
+$942.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$30.68 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$50,016.74 
MJ Amplify Alternative Harvest ETF
+0.66%
+$2.55 
PLTR Palantir Technologies Inc.
+0.65%
+$1,736.8 
BLDR Builders FirstSource, Inc.
+0.65%
+$43 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,598.4 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$409.26 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$46,977.71 
AA Alcoa Corporation
+0.65%
+$64.38 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$33.66 
IWB iShares Russell 1000 ETF
+0.64%
+$77.4 
AIPO Defiance AI & Power Infrastructure ETF
+0.63%
+$3.24 
IXC iShares Global Energy ETF
+0.63%
+$140 
CGDV Capital Group Dividend Value ETF
+0.63%
+$43,783.78 
IVT InvenTrust Properties Corp.
+0.6%
+$1,156.47 
ET Energy Transfer L.P.
+0.59%
+$103.56 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$0.85 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$333,751.32 
MO Altria Group, Inc.
+0.57%
+$2,109.9 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$13,412.52 
QBTS D-Wave Quantum Inc.
+0.56%
+$5 
APH Amphenol Corporation
+0.55%
+$16.72 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$13.85 
AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044
+0.54%
+$18,665.11 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$421.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$58,547.26 
BGY BlackRock Enhanced International Dividend Trust
+0.52%
+$39.63 
PSX Phillips 66
+0.51%
+$267.84 
Q Qnity Electronics Inc.
+0.51%
+$43.56 
EJUL Innovator Emerging Markets Power Buffer ETF - July
+0.5%
+$904.35 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$685.55 
NSC Norfolk Southern Corporation
+0.46%
+$426.26 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$684.42 
PJT PJT Partners Inc.
+0.45%
+$4.56 
KKR KKR & Co. Inc.
+0.45%
+$193.5 
CHMI Cherry Hill Mortgage Investment Corporation
+0.44%
+$12 
SNY Sanofi American Depositary Receipt
+0.44%
+$0.76 
PAYX Paychex Inc.
+0.44%
+$5.1 
HPI John Hancock Preferred Income Fund
+0.44%
+$147.91 
RKLB Rocket Lab Corporation
+0.42%
+$1.35 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$2,241.45 
PFE Pfizer Inc.
+0.4%
+$450 
RTX RTX Corporation
+0.39%
+$832.44 
RCS PIMCO Strategic Income Fund
+0.39%
+$47.5 
GXC SPDR S&P China ETF
+0.38%
+$42 
AVGO Broadcom Inc.
+0.37%
+$2,383.2 
PG Procter & Gamble Co
+0.37%
+$4,423.38 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$48.36 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$916.32 
WOOF Petco Health and Wellness Company, Inc.
+0.36%
+$0.05 
BAC Bank of America Corporation
+0.36%
+$350.24 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$0.06 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$4,869.89 
GD General Dynamics Corporation
+0.32%
+$122 
MRK Merck & Co., Inc.
+0.32%
+$1,407.15 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$41.86 
SMH VanEck Semiconductor ETF
+0.3%
+$21.19 
NATL NCR Atleos Corporation
+0.3%
+$0.7 
KD Kyndryl Holdings Inc.
+0.3%
+$1.32 
CASS Cass Information Systems, Inc.
+0.29%
+$1.6 
VSNT Versant Media Group, Inc.
+0.28%
+$30.1 
PHO Invesco Water Resources ETF
+0.27%
+$169.1 
JPM JPMorgan Chase & Co.
+0.27%
+$1,907.26 
NRG NRG Energy, Inc.
+0.24%
+$26.24 
MRSK Toews Agility Shares Managed Risk ETF
+0.23%
+$608.13 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$53.76 
SO The Southern Company
+0.21%
+$262 
JNJ Johnson & Johnson
+0.21%
+$1,273.59 
ADI Analog Devices, Inc.
+0.2%
+$30.34 
CURB Curbline Properties Corp.
+0.2%
+$0.48 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$49.4 
CMI Cummins Inc.
+0.19%
+$183 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$24 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$110.34 
T AT&T Inc.
+0.17%
+$685.52 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$100 
MS Morgan Stanley
+0.17%
+$773.64 
VRP Invesco Variable Rate Preferred ETF
+0.17%
+$57.4 
MNA NYLI Merger Arbitrage ETF
+0.17%
+$15.36 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$188 
PTON Peloton Interactive, Inc.
+0.16%
+$0.05 
CB Chubb Limited
+0.15%
+$79.5 
SOXQ Invesco PHLX Semiconductor ETF
+0.15%
+$1.3 
DELL Dell Technologies Inc.
+0.14%
+$224 
EA Electronic Arts Inc.
+0.13%
+$5.4 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$24.88 
ARR Armour Residential REIT Inc.
+0.12%
+$2 
DTE DTE Energy Company
+0.12%
+$24.14 
MMM 3M Company
+0.12%
+$48.51 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$16.48 
ISRG Intuitive Surgical, Inc.
+0.1%
+$12.96 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$12.46 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$1.92 
C Citigroup Inc.
+0.1%
+$89.82 
WM Waste Management, Inc.
+0.1%
+$5.5 
FSK FS KKR Capital Corp.
+0.1%
+$130.43 
WMT Walmart Inc.
+0.09%
+$226.6 
ABT Abbott Laboratories
+0.09%
+$35.82 
JPIB JPMorgan International Bond ETF
+0.06%
+$290.88 
AEP American Electric Power Company, Inc.
+0.06%
+$38.5 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$2,349.26 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$119.92 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$55.6 
DIS The Walt Disney Company
+0.03%
+$159.27 
TAP Molson Coors Beverage Company
+0.02%
+$0.2 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$1.8 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$0.01 
ILMN Illumina, Inc.
+0.01%
+$0.15 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
DXC Dxc Technology Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXMD TherapeuticsMD, Inc.
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 CGC
CGC
0%
$0 LAC
LAC
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 
PHK PIMCO High Income Fund
0%
$0 G200
G2004J103
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$18,402 
IOVA Iovance Biotherapeutics, Inc.
-13.22%
-$5.58 
COIN Coinbase Global, Inc.
-10.59%
-$69.28 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$5,703.5 
PTCT PTC Therapeutics, Inc.
-9.94%
-$12,639.33 
CTXR Citius Pharmaceuticals, Inc.
-9.81%
-$7.44 
RIOT Riot Platforms, Inc.
-8.82%
-$2,057.25 
AAPL Apple Inc.
-7.35%
-$1.12M 
SYK Stryker Corporation
-6.42%
-$2,368.04 
TROW T. Rowe Price Group, Inc.
-6.31%
-$3,207.78 
LIN Linde plc
-5.95%
-$18,307.31 
MU Micron Technology, Inc.
-5.9%
-$22,304.13 
OKLO Oklo Inc.
-5.5%
-$2.26 
MRNA Moderna, Inc.
-5.35%
-$127.1 
LYV Live Nation Entertainment, Inc.
-5.14%
-$56.58 
SNDK SanDisk Corporation
-5.09%
-$846.69 
SPOT Spotify Technology S.A.
-4.34%
-$113.35 
SHOP Shopify Inc.
-4.29%
-$9,896.25 
ALBT Avalon Globocare Corp
-4.25%
-$0.05 
WPM Wheaton Precious Metals Corp.
-3.84%
-$11,745 
IREN IREN Limited
-3.82%
-$43.8 
AEM Agnico Eagle Mines Limited
-3.63%
-$21.92 
GRAL Grail, Inc.
-3.63%
-$5.16 
PLBY Plby Group Inc.
-3.48%
-$0.16 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$1,382.63 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$1,105 
SW Smurfit WestRock PLC
-3.26%
-$384.4 
IIPR Innovative Industrial Properties Inc.
-3.24%
-$7.88 
EXK Endeavour Silver Corp.
-3.22%
-$30 
CI The Cigna Group
-2.99%
-$430.5 
XBI SPDR S&P Biotech ETF
-2.94%
-$600.75 
TFPM Triple Flag Precious Metals Corp
-2.94%
-$25.23 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$8,160.9 
MLTX MoonLake Immunotherapeutics
-2.9%
-$1.1 
IBIT iShares Bitcoin Trust
-2.89%
-$3,614.6 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$634.68 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$5,511.22 
BITO ProShares Bitcoin ETF
-2.85%
-$0.25 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$494.76 
BITW Bitwise 10 Crypto Index Fund
-2.78%
-$107.88 
MLM Martin Marietta Materials, Inc.
-2.75%
-$29.72 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$163.2 
LUMN Lumen Technologies Inc.
-2.74%
-$0.9 
XRAY Dentsply Sirona Inc.
-2.69%
-$9.62 
QCOM QUALCOMM Incorporated
-2.63%
-$7.98 
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
-2.61%
-$23.37 
IAG Iamgold Corporation
-2.54%
-$10.73 
ABBV AbbVie Inc.
-2.51%
-$16,129.71 
ICE Intercontinental Exchange, Inc.
-2.42%
-$127,942.82 
DLR Digital Realty Trust, Inc.
-2.42%
-$625.78 
SJM The J.M. Smucker Company
-2.41%
-$29.5 
BIIB Biogen Inc.
-2.4%
-$348.6 
GLDB IDX Alternative FIAT ETF
-2.39%
-$822.23 
YUM Yum! Brands, Inc.
-2.37%
-$1,421.04 
RGLD Royal Gold Inc.
-2.31%
-$656.6 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$175.32 
BGS B&G Foods Inc.
-2.22%
-$12.8 
BA Boeing Company
-2.15%
-$6,882.95 
SLV iShares Silver Trust
-2.13%
-$912 
SMR NuScale Power Corporation
-2.09%
-$2.16 
KHC The Kraft Heinz Company
-2.01%
-$38.69 
NFLX Netflix, Inc.
-2%
-$10,862.4 
LVS Las Vegas Sands Corp.
-1.97%
-$1.96 
AWK American Water Works Company, Inc.
-1.93%
-$234.96 
AMD Advanced Micro Devices, Inc.
-1.9%
-$1,968.12 
CRUS Cirrus Logic, Inc.
-1.9%
-$125.5 
IBB iShares Biotechnology ETF
-1.87%
-$35.5 
JLL Jones Lang LaSalle Inc.
-1.85%
-$4,261.53 
GIS General Mills, Inc.
-1.84%
-$378.55 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$2,480.49 
CAVA Cava Group Inc.
-1.82%
-$58.08 
UAL United Airlines Holdings, Inc.
-1.8%
-$1,761.7 
ETSY Etsy Inc.
-1.77%
-$8.82 
TOST Toast Inc.
-1.77%
-$33.64 
PINS Pinterest, Inc. Class A
-1.72%
-$21 
OCFC OceanFirst Financial Corp.
-1.68%
-$12.21 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,795.78 
SQ Block, Inc.
-1.64%
-$22.95 
SNOW Snowflake Inc.
-1.62%
-$24.1 
SNDL Sundial Growers Inc.
-1.6%
-$1 
SOLV Solventum Corporation
-1.59%
-$2.76 
LRCX Lam Research Corporation
-1.58%
-$1,692 
NLY Annaly Capital Management, Inc.
-1.56%
-$10.08 
STWD Starwood Property Trust Inc.
-1.54%
-$500 
GLD SPDR Gold Shares
-1.49%
-$2,950.49 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$40.32 
IAU iShares Gold Trust
-1.46%
-$513.02 
NVS Novartis AG Sponsored ADR
-1.45%
-$458 
CIM Chimera Investment Corporation
-1.42%
-$59.94 
NI NiSource Inc.
-1.42%
-$320 
RWX SPDR Dow Jones International Real Estate ETF
-1.41%
-$53.6 
LUV Southwest Airlines Co.
-1.38%
-$63 
NKE Nike, Inc. - Class B
-1.37%
-$11.6 
PPG PPG Industries Inc.
-1.35%
-$807.85 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.34%
-$36,944.8 
DD DuPont de Nemours, Inc.
-1.32%
-$80.96 
UMH UMH Properties, Inc.
-1.31%
-$9.4 
DAL Delta Air Lines, Inc.
-1.3%
-$27.6 
FCX Freeport-McMoRan Inc.
-1.28%
-$466.56 
WTRG Essential Utilities Inc.
-1.24%
-$167 
MDLZ Mondelez International, Inc.
-1.22%
-$8,193.59 
F Ford Motor Company
-1.21%
-$394.56 
TJX The TJX Companies, Inc.
-1.21%
-$211.2 
ITB iShares U.S. Home Construction ETF
-1.18%
-$119.78 
NJR New Jersey Resources Corporation
-1.18%
-$7,345.74 
SITC Site Centers Corp.
-1.16%
-$0.2 
NEE NextEra Energy, Inc.
-1.15%
-$319.16 
AES AES Corporation
-1.15%
-$1.19 
PGNY Progyny Inc.
-1.14%
-$6,660 
DE Deere & Company
-1.13%
-$680 
RCL Royal Caribbean Group
-1.13%
-$396.76 
VTRS Viatris Inc.
-1.13%
-$59.4 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$4,746.72 
KRG Kite Realty Group Trust
-1.11%
-$559.36 
OTTR Otter Tail Corporation
-1.1%
-$194.04 
IGLD FT Vest Gold Strategy Target Fund
-1.09%
-$1,263.62 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$57.68 
LOW Lowe's Companies Inc.
-1.08%
-$1,271.2 
DINO HF Sinclair Corporation
-1.05%
-$211.46 
AAL American Airlines Group Inc.
-1.04%
-$12.32 
INTC Intel Corporation
-1.02%
-$886.29 
KO The Coca-Cola Company
-1.02%
-$1,354.5 
DKNG DraftKings Inc.
-1.01%
-$192.48 
UPS United Parcel Service, Inc.
-1%
-$145.95 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$120.7 
XOM Exxon Mobil Corporation
-0.97%
-$19,242.81 
RACE Ferrari N.V.
-0.97%
-$7.72 
SOFI SoFi Technologies, Inc.
-0.97%
-$144 
TRP TC Energy Corporation
-0.97%
-$320.1 
MET MetLife Inc.
-0.97%
-$15.04 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$556.6 
KARS KraneShares Electric Vehicles and Future Mobility Index ETF
-0.95%
-$5.7 
TEM Tempus AI, Inc.
-0.95%
-$18.9 
TR Tootsie Roll Industries, Inc.
-0.94%
-$5.18 
CRSP Crispr Therapeutics AG
-0.93%
-$1.35 
GNL Global Net Lease, Inc.
-0.91%
-$22.8 
PGR Progressive Corporation
-0.87%
-$9.3 
SOBO South Bow Corporation
-0.85%
-$31.04 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$59 
CIGI Colliers International Group Inc.
-0.83%
-$2.49 
GILD Gilead Sciences Inc.
-0.81%
-$240.75 
D Dominion Energy, Inc.
-0.8%
-$144.48 
AUPH Aurinia Pharmaceuticals Inc.
-0.8%
-$52.8 
KMB Kimberly-Clark Corporation
-0.8%
-$132 
ADC Agree Realty Corporation
-0.78%
-$122 
PYPL PayPal Holdings Inc
-0.76%
-$4.4 
CVS CVS Health Corporation
-0.75%
-$882.43 
SPGI S&P Global Inc.
-0.74%
-$184.2 
ED Consolidated Edison, Inc.
-0.74%
-$430.92 
MA Mastercard Incorporated
-0.74%
-$782 
BLK BlackRock, Inc.
-0.73%
-$885.78 
GAB Gabelli Equity Trust Inc.
-0.71%
-$45 
MAR Marriott International Inc. - Class A
-0.71%
-$106 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$7.8 
BIPC Brookfield Infrastructure Partners L.P.
-0.68%
-$1.74 
DUK Duke Energy Corporation
-0.67%
-$984.48 
BRO Brown & Brown Inc.
-0.66%
-$313.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$74.26 
AMGN Amgen Inc.
-0.64%
-$2,936.33 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$697.42 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$300.51 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$70,876.05 
BE Bloom Energy Corporation
-0.63%
-$91.7 
GS The Goldman Sachs Group, Inc.
-0.63%
-$12.96 
EFA iShares MSCI EAFE ETF
-0.62%
-$276.54 
PM Philip Morris International Inc.
-0.61%
-$18,661.54 
DHR Danaher Corporation
-0.61%
-$88.06 
APLE Apple Hospitality REIT, Inc.
-0.6%
-$31.2 
ROST Ross Stores, Inc.
-0.59%
-$18 
SCHF Schwab International Equity ETF
-0.58%
-$8,778.4 
BUZZ VanEck Social Sentiment ETF
-0.57%
-$40.28 
SBUX Starbucks Corporation
-0.57%
-$147.6 
PRU Prudential Financial, Inc.
-0.56%
-$3.45 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$45.12 
IYR iShares U.S. Real Estate ETF
-0.55%
-$2.9 
WAB Wabtec Corporation
-0.55%
-$8 
VNQ Vanguard Real Estate ETF
-0.54%
-$340.2 
COF Capital One Financial Corporation
-0.54%
-$363.86 
LLY Eli Lilly and Company
-0.53%
-$4,272.61 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$2,668.28 
WELL Welltower Inc.
-0.51%
-$232.05 
SCHH Schwab U.S. REIT ETF
-0.49%
-$720.96 
PMM Putnam Managed Municipal Income Trust
-0.48%
-$270 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$428 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$7.65 
IWM iShares Russell 2000 ETF
-0.47%
-$2,357.42 
FNB F.N.B. Corporation
-0.47%
-$282.15 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$2.17 
SPG Simon Property Group, Inc.
-0.46%
-$21.4 
PEP PepsiCo, Inc.
-0.46%
-$1,532.8 
TRV The Travelers Companies, Inc.
-0.43%
-$813.37 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$318.63 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$59.8 
HD The Home Depot, Inc.
-0.42%
-$2,450.61 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$1.9 
FSCO FS Credit Opportunities Corp.
-0.4%
-$1,314.4 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.4%
-$101.75 
MMD NYLI MacKay Municipal Opportunities Fund
-0.4%
-$44.7 
RWR SPDR Dow Jones REIT ETF
-0.4%
-$8,108.42 
ETR Entergy Corporation
-0.38%
-$5.74 
VGT Vanguard Information Technology ETF
-0.38%
-$197.37 
AXP American Express Company
-0.38%
-$742.94 
FDX FedEx Corporation
-0.37%
-$115 
MDT Medtronic plc
-0.37%
-$195.52 
RSG Republic Services, Inc.
-0.37%
-$475.8 
XTN SPDR S&P Transportation ETF
-0.36%
-$117 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.34%
-$129.2 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$14,589.28 
CL Colgate-Palmolive Company
-0.33%
-$924.3 
IFF International Flavors & Fragrances Inc.
-0.33%
-$256.62 
TFC Truist Financial Corporation
-0.33%
-$789.81 
L Loews Corporation
-0.31%
-$16.92 
CEG Constellation Energy Corporation
-0.31%
-$81 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$21,027 
VXF Vanguard Extended Market ETF
-0.3%
-$7.1 
DWM WisdomTree International Equity Fund
-0.29%
-$12,983.96 
MTB M&T Bank Corporation
-0.29%
-$1,081.35 
COR Cencora, Inc.
-0.28%
-$4.45 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$58.9 
VICE AdvisorShares Vice ETF
-0.28%
-$1.41 
FCF First Commonwealth Financial Corporation
-0.28%
-$86.58 
FMN Federated Hermes Premier Municipal Income Fund
-0.27%
-$58.41 
FBND Fidelity Total Bond ETF
-0.27%
-$253.44 
VTV Vanguard Value ETF
-0.27%
-$1.18 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$29.45 
CNP CenterPoint Energy Inc.
-0.26%
-$82.5 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$259.5 
IJAN Innovator International Developed Power Buffer ETF - January
-0.26%
-$1,177.01 
BX Blackstone Inc.
-0.25%
-$353.93 
IWN iShares Russell 2000 Value ETF
-0.25%
-$361.89 
MFC Manulife Financial Corporation
-0.25%
-$61.05 
COST Costco Wholesale Corporation
-0.24%
-$257.64 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$5,572.05 
HBAN Huntington Bancshares Incorporated
-0.23%
-$76 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$21,678.27 
BNDX Vanguard Total International Bond ETF
-0.23%
-$169.4 
VB Vanguard Small-Cap ETF
-0.22%
-$306.89 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$111 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,386.35 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$442.31 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$0.94 
VLY Valley National Bancorp
-0.21%
-$837.45 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$609.9 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$0.48 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$94.05 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$11.22 
CRSR Corsair Gaming Inc.
-0.19%
-$0.34 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.19%
-$4,693.92 
EPD Enterprise Products Partners L.P.
-0.18%
-$80.57 
EMN Eastman Chemical Company
-0.17%
-$153.6 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$3.76 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$584.19 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$18.04 
FITB Fifth Third Bancorp
-0.16%
-$9 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$33.99 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$504.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$98.64 
TPR Tapestry Inc.
-0.14%
-$10.29 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$10.92 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$49.12 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$78.3 
MUB iShares National Muni Bond ETF
-0.11%
-$2,103.72 
CFG Citizens Financial Group, Inc.
-0.11%
-$30.24 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$0.99 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$60 
XLF Financial Select Sector SPDR Fund
-0.1%
-$54.48 
TIP iShares TIPS Bond ETF
-0.1%
-$36.08 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$25.95 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$64.86 
BCE BCE Inc.
-0.09%
-$9.42 
BME BlackRock Health Sciences Opportunities Portfolio
-0.09%
-$1 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$0.9 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$0.2 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$3.84 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$60 
ROKU Roku, Inc.
-0.06%
-$0.88 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$10 
VO Vanguard Mid-Cap ETF
-0.05%
-$10.4 
CGW Invesco S&P Global Water Index ETF
-0.05%
-$12 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$11.37 
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
-0.04%
-$0.02 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$23.01 
V Visa Inc. Class A
-0.04%
-$102.19 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$2.27 
UBER Uber Technologies, Inc.
-0.01%
-$4.65 
KHYB KraneShares Asia Pacific High Income USD Bond ETF
0%
-$0.03 Events
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Dividends
Dividend Analysis
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| Trades 2102 | Longs Won 1394/2102 66% | Profit Factor 8.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $374,225.52 |
| Average Win $54,780.91 | Best Trade (Aug 14) $16.15M | Sharpe Ratio -56.51 |
| Average Loss -$12,010.78 | Worst Trade (Mar 31) -$698,839.19 | Z-Score 9.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 6d | Expectancy $32,285.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 222 | $6,771 | $10,047.72 | - | $3,276.72 | 48.39% | +0.645% |
| AAL American Airlines Group Inc. | 77 | $812.35 | $1,175.79 | - | $363.44 | 44.74% | -1.037% |
| AAPL Apple Inc. | 45,493 | $7.85M | $14.05M | - | $6.2M | 78.97% | -7.354% |
| ABBV AbbVie Inc. | 2,493 | $379,171.78 | $625,593.42 | - | $246,421.64 | 64.99% | -2.513% |
| ABR Arbor Realty Trust Inc. | 1,600 | $18,800 | $8,016 | - | -$10,784 | -57.36% | +4.593% |
| ABT Abbott Laboratories | 398 | $52,810.86 | $42,068.6 | - | -$10,742.26 | -20.34% | +0.085% |
| ADBE Adobe Inc. | 142 | $54,528.26 | $35,558.22 | - | -$18,970.04 | -34.79% | +1.013% |
| ADC Agree Realty Corporation | 200 | $15,438 | $15,560 | - | $122 | 0.79% | -0.778% |
| ADI Analog Devices, Inc. | 41 | $11,245.17 | $15,063.81 | - | $3,818.64 | 33.96% | +0.202% |
| AEM Agnico Eagle Mines Limited | 4 | $678.12 | $581.08 | - | -$97.04 | -14.31% | -3.635% |
| AEP American Electric Power Company, Inc. | 550 | $60,098.5 | $70,317.5 | - | $10,219 | 17% | +0.055% |
| AES AES Corporation | 7 | $86.94 | $102.76 | - | $15.82 | 18.2% | -1.145% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,038 | $102,680.29 | $101,070.06 | - | -$1,610.23 | -1.57% | -0.256% |
| AIPO Defiance AI & Power Infrastructure ETF | 18 | $472.56 | $515.34 | - | $42.78 | 9.05% | +0.633% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 125 | $13,700 | $38,903.75 | - | $25,203.75 | 183.97% | +3.851% |
| ALBT Avalon Globocare Corp | 5 | $24 | $1.09 | - | -$22.91 | -95.46% | -4.253% |
| AMAT Applied Materials, Inc. | 203 | $29,925.54 | $103,057.01 | - | $73,131.47 | 244.38% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 213 | $22,769.37 | $101,419.95 | - | $78,650.58 | 345.42% | -1.904% |
| AMGN Amgen Inc. | 1,184 | $362,007.21 | $456,029.44 | - | $94,022.23 | 25.97% | -0.64% |
| AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044 | 93,326 | $2.73M | $3.48M | - | $741,676.54 | 27.13% | +0.54% |
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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 Leanne Menzel?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P Total U.S. Stock Market ETF - $3.47M, PGIM Ultra Short Bond ETF - $912,194.53, VANGUARD TOTAL STOCK MKT ETF - $767,743.32, Vanguard Mid-Cap Value ETF - $715,745.11, and Merck & Co., Inc - $658,817.08. 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 MSCI Emerging Markets ETF - $1.01M, iShares Core MSCI Emerging Markets ETF - $476,927.27, Apple Inc - $283,613.24, Intel Corporation - $265,601.91, and Amazon.com Inc - $257,144.94. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Leanne Menzel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.44M earned over time. The largest contributors to dividend income include iShares Core S&P Total U.S. Stock Market ETF - $2.37M, PGIM Ultra Short Bond ETF - $893,896.02, Vanguard Mid-Cap Value ETF - $645,265.83, WisdomTree International Equity Fund - $465,974.8, and VANGUARD TOTAL STOCK MKT ETF - $458,179.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Leanne Menzel's monthly returns?
Leanne Menzel'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 Leanne Menzel's strategy be considered aggressive or moderate?
Leanne Menzel'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 Leanne Menzel's strategy?
Leanne Menzel'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.
