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:
75.81%
Gain +0.99%
Monthly
0.99%
Yearly
12.55%
Drawdown
20.87%
$209.68M
Equity
Holdings
$209.68M
Investment
$146.73M
$63.11M
Profit +$1.22M
Realized
$165,043.28
Unrealized
$62.95M
Dividends
$13.24M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.99%
Profit
$1.22M
Win %
71%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$593,550.45
Win %
71%
This Month
Compared to last month
Gain
0.48%
Profit
$1.01M
Win %
71%
This Year
Compared to last year
Gain
10.61%
Profit
$20.12M
Win %
71%
CGC
+20.55%
+$0.01 
RTX RTX Corporation
+7.33%
+$14,151.48 
EMR Emerson Electric Co.
+3.77%
+$569.16 
SYK Stryker Corporation
+3.15%
+$1,031.38 
CB Chubb Limited
+2.92%
+$1,503 
WAB Wabtec Corporation
+2.75%
+$39.95 
HWM Howmet Aerospace Inc.
+2.28%
+$217.26 
DTM Dt Midstream Inc.
+1.92%
+$195.25 
TTE TotalEnergies SE
+1.55%
+$264 
AMGN Amgen Inc.
+1.49%
+$4,817.81 
BIIB Biogen Inc.
+1.46%
+$201.6 
GLW Corning Incorporated
+1.3%
+$2,046 
CNP CenterPoint Energy Inc.
+1.26%
+$412.5 
BMY Bristol-Myers Squibb Company
+1.23%
+$4,930.5 
COP ConocoPhillips
+1.19%
+$631.68 
IBB iShares Biotechnology ETF
+1.06%
+$19.8 
NJR New Jersey Resources Corporation
+0.9%
+$5,634.96 
PYPL PayPal Holdings Inc
+0.88%
+$4.9 
PFE Pfizer Inc.
+0.77%
+$931.76 
ED Consolidated Edison, Inc.
+0.62%
+$372.4 
NFLX Netflix, Inc.
+0.53%
+$2,703.6 
CI The Cigna Group
+0.51%
+$72 
DE Deere & Company
+0.44%
+$269 
MTZ MasTec, Inc. Common Stock
+0.42%
+$453 
WBD Warner Bros. Discovery, Inc.
+0.39%
+$197.5 
AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044
+0.3%
+$10,109.22 
WDC Western Digital Corporation
+0.29%
+$89.65 
SHEL Shell plc
+0.2%
+$54 
BME BlackRock Health Sciences Opportunities Portfolio
+0.14%
+$1.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.12%
+$6.72 
MJ Amplify Alternative Harvest ETF
+0.04%
+$0.17 
RWX SPDR Dow Jones International Real Estate ETF
+0.04%
+$1.34 
MS Morgan Stanley
+0.02%
+$82.32 
XTN SPDR S&P Transportation ETF
0%
+$1.2 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADBE Adobe Inc.
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AIPO Defiance AI & Power Infrastructure ETF
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
ANET Arista Networks, Inc.
0%
$0 
ARKX ARK Space & Defense Innovation ETF
0%
$0 
ARR Armour Residential REIT Inc.
0%
$0 
ASTS AST SpaceMobile, Inc.
0%
$0 
AUPH Aurinia Pharmaceuticals Inc.
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXP American Express Company
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BA Boeing Company
0%
$0 
BB BlackBerry Ltd.
0%
$0 
BCE BCE Inc.
0%
$0 
BGS B&G Foods Inc.
0%
$0 
BGY BlackRock Enhanced International Dividend Trust
0%
$0 
BIP Brookfield Infrastructure Partners L.P.
0%
$0 
BIPC Brookfield Infrastructure Partners L.P.
0%
$0 
BLV Vanguard Long-Term Bond ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRO Brown & Brown Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BSX Boston Scientific Corporation
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
BUZZ VanEck Social Sentiment ETF
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CASS Cass Information Systems, Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CAVA Cava Group Inc.
0%
$0 
CCL Carnival Corporation Ltd.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
-$0.13 
CGGO Capital Group Global Growth Equity ETF
0%
$0 
CHD Church & Dwight Co., Inc.
0%
$0 
CHMI Cherry Hill Mortgage Investment Corporation
0%
$0 
CHTR Charter Communications Inc
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
CIGI Colliers International Group Inc.
0%
$0 
CIM Chimera Investment Corporation
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CLOI VanEck CLO ETF
0%
$0 
CMCSA Comcast Corp
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
COIN Coinbase Global, Inc.
0%
$0 
COR Cencora, Inc.
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
CRF Cornerstone Total Return Fund, Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CRSP Crispr Therapeutics AG
0%
$0 
CRUS Cirrus Logic, Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CTXR Citius Pharmaceuticals, Inc.
0%
$0 
CURB Curbline Properties Corp.
0%
$0 
CVS CVS Health Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DHR Danaher Corporation
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
DINO HF Sinclair Corporation
0%
$0 
DIS The Walt Disney Company
0%
$0 
DKS Dick's Sporting Goods, Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DTE DTE Energy Company
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DWM WisdomTree International Equity Fund
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
ETR Entergy Corporation
0%
$0 
ETSY Etsy Inc.
0%
$0 
EXK Endeavour Silver Corp.
0%
$0 
F Ford Motor Company
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FBTC Fidelity Wise Origin Bitcoin Index Fund
0%
$0 
FCF First Commonwealth Financial Corporation
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FESM Fidelity Enhanced Small Cap ETF
0%
$0 
FEZ SPDR Euro Stoxx 50 ETF
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FMN Federated Hermes Premier Municipal Income Fund
0%
$0 
FNB F.N.B. Corporation
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
FRDM Freedom 100 Emerging Markets ETF
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
GAB Gabelli Equity Trust Inc.
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 
GEV GE Vernova Inc.
0%
-$0.01 
GILD Gilead Sciences Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GNL Global Net Lease, Inc.
0%
$0 
GNLN Greenlane Holdings, Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GRAL Grail, Inc.
0%
$0 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
0%
$0 
GXC SPDR S&P China ETF
0%
$0 
HACK Amplify Cybersecurity ETF
0%
$0 
HAL Halliburton Company
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HPI John Hancock Preferred Income Fund
0%
$0 
HPQ HP Inc.
0%
$0 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
0%
$0 
IAG Iamgold Corporation
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IFF International Flavors & Fragrances Inc.
0%
$0 
IIPR Innovative Industrial Properties Inc.
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
ILMN Illumina, Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
IREN IREN Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
ITB iShares U.S. Home Construction ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVT InvenTrust Properties Corp.
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IXC iShares Global Energy ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JLL Jones Lang LaSalle Inc.
0%
-$0.01 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JNK SPDR Bloomberg High Yield Bond ETF
0%
$0 
JPIB JPMorgan International Bond ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KARS KraneShares Electric Vehicles and Future Mobility Index ETF
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
KHYB KraneShares Asia Pacific High Income USD Bond ETF
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
KRG Kite Realty Group Trust
0%
$0 
KTOS Kratos Defense & Security Solutions, Inc.
0%
$0 
L Loews Corporation
0%
$0 
LAC
0%
$0 
LIN Linde plc
0%
-$0.01 
LIT GLOBAL X LITHIUM & BATTERY T
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LOW Lowe's Companies Inc.
0%
-$0.01 
LPLA LPL Financial Holdings Inc.
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LUMN Lumen Technologies Inc.
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MET MetLife Inc.
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MFIC MidCap Financial Investment Corporation
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MLPA Global X MLP ETF
0%
$0 
MLPX Global X MLP & Energy Infrastructure ETF
0%
$0 
MMD NYLI MacKay Municipal Opportunities Fund
0%
$0 
MMIT NYLI MacKay Muni Intermediate ETF
0%
$0 
MMM 3M Company
0%
$0 
MNA NYLI Merger Arbitrage ETF
0%
+$0.03 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRNA Moderna, Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
-$0.02 
MSFT Microsoft Corp.
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
MTB M&T Bank Corporation
0%
$0 
MU Micron Technology, Inc.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NATL NCR Atleos Corporation
0%
$0 
NBIX Neurocrine Biosciences Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NGVT Ingevity Corporation
0%
$0 
NI NiSource Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
OCFC OceanFirst Financial Corp.
0%
$0 
OGN Organon & Co.
0%
$0 
OPEN Opendoor Technologies Inc.
0%
$0 
OTTR Otter Tail Corporation
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
+$0.02 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PGNY Progyny Inc.
0%
$0 
PGR Progressive Corporation
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHK PIMCO High Income Fund
0%
$0 
PHO Invesco Water Resources ETF
0%
$0 
PINS Pinterest, Inc. Class A
0%
$0 
PJT PJT Partners Inc.
0%
$0 
PLBY Plby Group Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PMM Putnam Managed Municipal Income Trust
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PR Permian Resources Corporation
0%
$0 
PRCT Procept BioRobotics Corporation
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PTCT PTC Therapeutics, Inc.
0%
$0 
PTON Peloton Interactive, Inc.
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
QBTS D-Wave Quantum Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RACE Ferrari N.V.
0%
$0 
RCL Royal Caribbean Group
0%
$0 
RCS PIMCO Strategic Income Fund
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
RENT Rent the Runway, Inc.
0%
$0 
RGLD Royal Gold Inc.
0%
$0 
RIOT Riot Platforms, Inc.
0%
$0 
ROKU Roku, Inc.
0%
$0 
ROST Ross Stores, Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RWR SPDR Dow Jones REIT ETF
0%
$0 
RZV Invesco S&P SmallCap 600 Pure Value ETF
0%
+$0.16 
S SentinelOne Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
0%
$0 
SHOP Shopify Inc.
0%
$0 
SITC Site Centers Corp.
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
SLV iShares Silver Trust
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SMDV ProShares Russell 2000 Dividend Growers ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
$0 
SNDK SanDisk Corporation
0%
$0 
SNDL Sundial Growers Inc.
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SNY Sanofi American Depositary Receipt
0%
$0 
SO The Southern Company
0%
$0 
SOBO South Bow Corporation
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SOLS Sollensys Corp
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
SPG Simon Property Group, Inc.
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SQ Block, Inc.
0%
$0 
STEM Stem, Inc.
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
STWD Starwood Property Trust Inc.
0%
$0 
SU Suncor Energy Inc.
0%
$0 
SW Smurfit WestRock PLC
0%
$0 
T AT&T Inc.
0%
$0 
TDC Teradata Corporation
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
TDOC Teladoc Health Inc.
0%
$0 
TEM Tempus AI, Inc.
0%
$0 
TFPM Triple Flag Precious Metals Corp
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TLK Telkom Indonesia Persero Tbk. - ADR
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TOST Toast Inc.
0%
$0 
TPR Tapestry Inc.
0%
$0 
TR Tootsie Roll Industries, Inc.
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TRP TC Energy Corporation
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSLA Tesla, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTD The Trade Desk, Inc. Class A
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
$0 
TXMD TherapeuticsMD, Inc.
0%
$0 
UAL United Airlines Holdings, Inc.
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UMH UMH Properties, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UNP Union Pacific Corporation
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
V Visa Inc. Class A
0%
$0 
VCR Vanguard Consumer Discretionary ETF
0%
$0 
VDE Vanguard Energy ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VLY Valley National Bancorp
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VOD Vodafone Group Public Limited Company American Depositary Receipt
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VOOV Vanguard S&P 500 Value ETF
0%
$0 
VRP Invesco Variable Rate Preferred ETF
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTRS Viatris Inc.
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
+$0.01 
VYX NCR Voyix Corp
0%
$0 
VZ Verizon Communications 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 
WOOF Petco Health and Wellness Company, Inc.
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
WTRG Essential Utilities Inc.
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XHR Xenia Hotels & Resorts Inc.
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XRAY Dentsply Sirona Inc.
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
ZM Zoom Video Communications, Inc.
0%
$0 
NXJ Nuveen New Jersey Quality Municipal Income Fund
-17.76%
-$41.93 
AAL American Airlines Group Inc.
-8.32%
-$94.71 
GOOGL Alphabet Inc
-7.13%
-$18,202.4 
LUV Southwest Airlines Co.
-6.19%
-$295 
CRSR Corsair Gaming Inc.
-4.91%
-$8.84 
HBAN Huntington Bancshares Incorporated
-4.76%
-$1,653 
ORCL Oracle Corporation
-4.61%
-$15,149.6 
AMZN Amazon.com Inc
-4.57%
-$45,588.1 
META Meta Platforms Inc Class A
-3.36%
-$13,779.77 
PANW Palo Alto Networks, Inc.
-2.88%
-$463.2 
TAP Molson Coors Beverage Company
-2.44%
-$20 
KHC The Kraft Heinz Company
-2.31%
-$43.8 
BABA Alibaba Group Holding Limited SP ADR
-2.15%
-$345 
GS The Goldman Sachs Group, Inc.
-2.14%
-$117.4 
EMN Eastman Chemical Company
-2.1%
-$1,868.8 
PSX Phillips 66
-2.1%
-$1,089.78 
HD The Home Depot, Inc.
-2.03%
-$11,909.6 
UBER Uber Technologies, Inc.
-2.02%
-$660.3 
GLD SPDR Gold Shares
-2%
-$3,990 
AA Alcoa Corporation
-1.95%
-$199.8 
IWF iShares Russell 1000 Growth ETF
-1.93%
-$1,398 
WU Western Union Co.
-1.89%
-$257.44 
BLK BlackRock, Inc.
-1.84%
-$2,219.58 
VLO Valero Energy Corporation
-1.82%
-$2,830.01 
AEM Agnico Eagle Mines Limited
-1.73%
-$22.86 
FDX FedEx Corporation
-1.68%
-$540 
NVDA NVIDIA Corporation
-1.56%
-$44,751.27 
PG Procter & Gamble Co
-1.52%
-$19,161.07 
DXC Dxc Technology Co.
-1.49%
-$1.82 
MAR Marriott International Inc. - Class A
-1.44%
-$213.2 
ALBT Avalon Globocare Corp
-1.4%
-$0.02 
PGYWW Pagaya Technologies Ltd.
-1.36%
-$0.17 
AAPL Apple Inc.
-1.3%
-$194,351.58 
HLT Hilton Worldwide Holdings Inc.
-1.25%
-$40.5 
TJX The TJX Companies, Inc.
-1.24%
-$212.3 
SPY SPDR S&P 500 ETF Trust
-1.24%
-$1,892.14 
VOO Vanguard S&P 500 ETF
-1.23%
-$14,036.19 
SCHX Schwab U.S. Large-Cap ETF
-1.19%
-$760.9 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-1.18%
-$414.29 
OKLO Oklo Inc.
-1.12%
-$0.5 
AVGO Broadcom Inc.
-1.09%
-$8,423.94 
LYV Live Nation Entertainment, Inc.
-1.04%
-$26.04 
FSCO FS Credit Opportunities Corp.
-1%
-$3,286 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-1%
-$387.6 
SCHF Schwab International Equity ETF
-0.99%
-$14,871.06 
PLTR Palantir Technologies Inc.
-0.96%
-$2,485.2 
SLB Schlumberger Limited
-0.94%
-$445.5 
CFG Citizens Financial Group, Inc.
-0.88%
-$241.92 
PFG Principal Financial Group, Inc.
-0.86%
-$191.58 
IOVA Iovance Biotherapeutics, Inc.
-0.77%
-$0.36 
KEYS Keysight Technologies, Inc.
-0.73%
-$194.4 
COF Capital One Financial Corporation
-0.69%
-$450.8 
BLDR Builders FirstSource, Inc.
-0.68%
-$48 
IUSV iShares Core S&P U.S. Value ETF
-0.66%
-$328.56 
QUAL iShares MSCI USA Quality Factor ETF
-0.62%
-$80.4 
BAC Bank of America Corporation
-0.55%
-$643.28 
SOLV Solventum Corporation
-0.52%
-$0.8 
ADC Agree Realty Corporation
-0.51%
-$82 
VB Vanguard Small-Cap ETF
-0.49%
-$669.6 
ABR Arbor Realty Trust Inc.
-0.4%
-$52 
VNQ Vanguard Real Estate ETF
-0.33%
-$207.9 
MA Mastercard Incorporated
-0.32%
-$319.41 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$272.88 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.31%
-$205.5 
MCD McDonald's Corporation
-0.29%
-$555.95 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.26%
-$822.4 
BITO ProShares Bitcoin ETF
-0.22%
-$2.06 
AES AES Corporation
-0.2%
-$0.21 
IEI iShares 3-7 Year Treasury Bond ETF
-0.17%
-$61.4 
COST Costco Wholesale Corporation
-0.14%
-$145 
CGW Invesco S&P Global Water Index ETF
-0.12%
-$30 
BLNK Blink Charging Co.
-0.09%
-$0.03 
DKNG DraftKings Inc.
-0.09%
-$16.04 
PAYX Paychex Inc.
-0.07%
-$0.8 
MVIS Microvision Inc.
-0.07%
-$0.01 
APLE Apple Hospitality REIT, Inc.
-0.06%
-$3.12 
SMR NuScale Power Corporation
-0.06%
-$0.06 
APH Amphenol Corporation
-0.05%
-$3.12 
OGIG ALPS O’Shares Global Internet Giants ETF
-0.04%
-$0.87 
Q Qnity Electronics Inc.
-0.04%
-$3.96 
DELL Dell Technologies Inc.
-0.02%
-$41.6 
FCX Freeport-McMoRan Inc.
-0.01%
-$5.76 
VICE AdvisorShares Vice ETF
-0.01%
-$0.04 
BNY BlackRock New York Municipal Income Trust
-0.01%
-$7.7 
UPS United Parcel Service, Inc.
0%
-$0.2 Events
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Dividends
Dividend Analysis
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| Trades 1916 | Longs Won 1221/1916 63% | Profit Factor 9.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $365,616.62 |
| Average Win $58,132.65 | Best Trade (Jul 24) $14.41M | Sharpe Ratio -10.36 |
| Average Loss -$11,317.11 | Worst Trade (Mar 31) -$698,839.19 | Z-Score 10.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 1d | Expectancy $32,940.81 |
| 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 | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
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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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 - $3.48M, PGIM Ultra Short Bond ETF - $855,861.84, VANGUARD TOTAL STOCK MKT ETF - $769,700.05, Vanguard Mid-Cap Value ETF - $718,959.78, and Merck & Co., Inc - $659,785.32. 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 - $346,537.22, 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 $13.24M 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 - $837,563.33, Vanguard Mid-Cap Value ETF - $648,480.5, WisdomTree International Equity Fund - $465,974.8, and VANGUARD TOTAL STOCK MKT ETF - $463,094.18. 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.
