GE
Genemarie Eguilior Portfolio
Invests via Bulltick Wealth Management LLC | Managed by Genemarie Eguilior
Invests via Bulltick Wealth Management LLC
Managed by Genemarie Eguilior
Automatically Tracked
Genemarie Eguilior Profile
Genemarie Eguilior is a seasoned operating executive renowned for her significant contributions in the field of strategic business development. With a robust career marked by leadership roles, she has demonstrated expertise in scaling operations and fostering growth across various sectors. Her commitment to innovation and operational efficiency has positioned her as an influential figure within her industry. Leveraging insights gained from diverse market contexts, Genemarie plays a critical role in driving transformational initiatives that enhance corporate competitiveness. Through her multifaceted experience, she remains dedicated to elevating organizational performance and unlocking value creation opportunities.
Genemarie Eguilior is a seasoned operating executive renowned for her significant contributions in the field of strategic business development. With a robust career marked by leadership roles, she has demonstrated expertise in scaling operations and fostering growth across various sectors. Her commitment to innovation and operational efficiency has positioned her as an influential figure within her industry. Leveraging insights gained from diverse market contexts, Genemarie plays a critical role in driving transformational initiatives that enhance corporate competitiveness. Through her multifaceted experience, she remains dedicated to elevating organizational performance and unlocking value creation opportunities.
Investment Philosophy & Strategy
Growth opportunities in emerging markets captivate the strategic thinking of Genemarie Eguilior. Her extensive background in operational excellence enables her to identify and cultivate avenues for value generation, particularly through innovative business models. A commitment to sustainable practices underscores her approach, as she emphasizes enhancing competitive advantages while driving profitability. By integrating operational insights with market dynamics, she consistently navigates complex challenges to unlock transformative potential across organizations. This mindset positions her uniquely within competitive landscapes, where adaptability and strategic foresight are paramount.
Growth opportunities in emerging markets captivate the strategic thinking of Genemarie Eguilior. Her extensive background in operational excellence enables her to identify and cultivate avenues for value generation, particularly through innovative business models. A commitment to sustainable practices underscores her approach, as she emphasizes enhancing competitive advantages while driving profitability. By integrating operational insights with market dynamics, she consistently navigates complex challenges to unlock transformative potential across organizations. This mindset positions her uniquely within competitive landscapes, where adaptability and strategic foresight are paramount.
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:
55.72%
Gain -0.86%
Monthly
0.53%
Yearly
6.59%
Drawdown
21.5%
$530.56M
Equity
Holdings
$530.56M
Investment
$445.8M
$145.99M
Profit -$3.91M
Realized
$61.23M
Unrealized
$84.76M
Dividends
$36.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.86%
Profit
-$3.91M
Win %
68%
This Week
Compared To Last Week
Gain
-1.29%
Profit
-$6.95M
Win %
68%
This Month
Compared to last month
Gain
-0.82%
Profit
-$4.38M
Win %
68%
This Year
Compared to last year
Gain
7.43%
Profit
$36.64M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$2.54M 
GOOG Alphabet Inc
+6.88%
+$293,855.21 
GOOGL Alphabet Inc
+6.73%
+$850,467.03 
VRT Vertiv Holdings Co
+6.18%
+$396,309.97 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$14,943.6 
APO Apollo Global Management, Inc.
+4.44%
+$54,735 
META Meta Platforms Inc Class A
+3.28%
+$390,639.4 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$6,564.96 
MSFT Microsoft Corp.
+3.02%
+$760,213.36 
NVDA NVIDIA Corporation
+2.93%
+$636,089.07 
CVX Chevron Corporation
+2.35%
+$14,857.24 
EOG EOG Resources, Inc.
+2.19%
+$5,949.8 
USAR USA Rare Earth, Inc.
+2.05%
+$4,971.9 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$5,994.73 
CRM Salesforce Inc
+1.83%
+$213,140.44 
ORCL Oracle Corporation
+1.81%
+$125,530.02 
SHEL Shell plc
+1.62%
+$4,705.47 
ACN Accenture plc Class A
+1.61%
+$71,152.29 
BSX Boston Scientific Corporation
+1.59%
+$8,729.34 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$44,851.54 
KWEB KraneShares CSI China Internet ETF
+1.53%
+$24,499.31 
SAP SAP SE Sponsored ADR
+1.51%
+$202,935.36 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$7,554.55 
NOC Northrop Grumman Corporation
+1.43%
+$6,889.89 
PH Parker-Hannifin Corporation
+1.43%
+$108,354.03 
OWL Blue Owl Capital Inc.
+1.38%
+$41,020 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$10,195.56 
USO United States Oil Fund, LP
+1.33%
+$5,070 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,698.3 
NOW ServiceNow, Inc.
+1.05%
+$38,019 
XLE Energy Select Sector SPDR Fund
+1%
+$10,279.57 
ACM Aecom
+0.88%
+$5,663.7 
GEV GE Vernova Inc.
+0.85%
+$8,584.23 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$74,570.6 
EMR Emerson Electric Co.
+0.79%
+$4,307.04 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$20,031.34 
TSLA Tesla, Inc.
+0.76%
+$1,371.15 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$17,050.71 
VOO Vanguard S&P 500 ETF
+0.71%
+$43,963.92 
IVV iShares Core S&P 500 ETF
+0.69%
+$107,033.6 
PLTR Palantir Technologies Inc.
+0.65%
+$33,159.92 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$22,382.04 
ACWI iShares MSCI ACWI ETF
+0.49%
+$1,911.12 
DBB Invesco DB Base Metals Fund
+0.48%
+$1,574.39 
SNY Sanofi American Depositary Receipt
+0.44%
+$1,426.73 
DBC Invesco DB Commodity Index Tracking Fund
+0.44%
+$1,666.6 
PFE Pfizer Inc.
+0.4%
+$2,138.9 
RTX RTX Corporation
+0.39%
+$2,549.4 
AVGO Broadcom Inc.
+0.37%
+$45,760.32 
PG Procter & Gamble Co
+0.37%
+$2,073.89 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$60,526.26 
BAC Bank of America Corporation
+0.36%
+$1,341.34 
SMH VanEck Semiconductor ETF
+0.3%
+$11,736.07 
JPM JPMorgan Chase & Co.
+0.27%
+$3,782.56 
AMP Ameriprise Financial, Inc.
+0.25%
+$13,413.7 
JNJ Johnson & Johnson
+0.21%
+$696.42 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$8,327.81 
MS Morgan Stanley
+0.17%
+$820.8 
DELL Dell Technologies Inc.
+0.14%
+$16,490.88 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$367.2 
ISRG Intuitive Surgical, Inc.
+0.1%
+$188.27 
WM Waste Management, Inc.
+0.1%
+$495 
WMT Walmart Inc.
+0.09%
+$395.01 
ABT Abbott Laboratories
+0.09%
+$528.21 
DIS The Walt Disney Company
+0.03%
+$188.52 
SHV iShares Short Treasury Bond ETF
+0.03%
+$10,439.19 
CNHI CNH Industrial N.V.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 H591
H5919C104
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$389,942.23 
AAPL Apple Inc.
-7.35%
-$815,608.76 
MSTR Strategy Inc.
-4.56%
-$10,779.82 
GRFS Grifols, S.A. American Depositary Receipt
-4.02%
-$6,921.09 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$19,435 
BWMX Betterware de México S.A.P.I. de C.V.
-3.24%
-$7,321.65 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$7,152.46 
IBIT iShares Bitcoin Trust
-2.89%
-$233,510.58 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$8,209.63 
QCOM QUALCOMM Incorporated
-2.63%
-$7,600.97 
ABBV AbbVie Inc.
-2.51%
-$10,992.53 
ENIC Enel Chile S.A.
-2.42%
-$2,924.79 
BA Boeing Company
-2.15%
-$10,876.58 
SLV iShares Silver Trust
-2.13%
-$11,400 
NFLX Netflix, Inc.
-2%
-$12,144.28 
AMD Advanced Micro Devices, Inc.
-1.9%
-$9,960.74 
UNH UnitedHealth Group Incorporated
-1.68%
-$41,359.56 
NET Cloudflare Inc.
-1.56%
-$65,669.31 
GLD SPDR Gold Shares
-1.49%
-$359,078.02 
IAU iShares Gold Trust
-1.46%
-$172,549.87 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$9,312.58 
NEE NextEra Energy, Inc.
-1.15%
-$3,817.8 
DEO Diageo plc Sponsored ADR
-1.12%
-$7,898 
NU Nu Holdings Ltd.
-1.1%
-$54,519.2 
KO The Coca-Cola Company
-1.02%
-$6,711.3 
EWJ iShares MSCI Japan ETF
-0.96%
-$23,168.7 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$4,819.33 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.93%
-$2,750.4 
KMB Kimberly-Clark Corporation
-0.8%
-$6,285.84 
MA Mastercard Incorporated
-0.74%
-$3,293.75 
BLK BlackRock, Inc.
-0.73%
-$4,133.63 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$1,303.2 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$48,941.75 
AERO Aero Grow International, Inc.
-0.65%
-$6,596.5 
AMT American Tower Corporation
-0.63%
-$1,896.4 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,550.06 
SBUX Starbucks Corporation
-0.57%
-$16,646.4 
LLY Eli Lilly and Company
-0.53%
-$4,045.8 
PHG Koninklijke Philips N.V.
-0.53%
-$1,060.5 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,662.69 
HD The Home Depot, Inc.
-0.42%
-$1,964.1 
TMUS T-Mobile US, Inc.
-0.36%
-$1,270.06 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$1,174.53 
ABEV Ambev S.A.
-0.32%
-$566.35 
CEG Constellation Energy Corporation
-0.31%
-$1,209.33 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$54,086.76 
BX Blackstone Inc.
-0.25%
-$24,442.13 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$10,243.01 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$875.88 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$8,877.91 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$1,588.52 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$3,421.6 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$7,607.52 
EZU iShares MSCI Eurozone ETF
-0.12%
-$15,690.32 
MUB iShares National Muni Bond ETF
-0.11%
-$261.24 
XLF Financial Select Sector SPDR Fund
-0.1%
-$399.06 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.09%
-$892.76 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$130.22 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$116.55 
V Visa Inc. Class A
-0.04%
-$1,862.43 
ISHG iShares 3 Year International Treasury Bond ETF
-0.03%
-$1,029.81 
UBER Uber Technologies, Inc.
-0.01%
-$867.96 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$675.76 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2248 | Longs Won 1259/2248 56% | Profit Factor 2.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $597,911.55 |
| Average Win $235,488.55 | Best Trade (Sep 14) $10.62M | Sharpe Ratio -18.2 |
| Average Loss -$142,555.65 | Worst Trade (Mar 31) -$8.09M | Z-Score -1.21 (77.52%) |
| Commissions $0 | Avg. Trade Length 1y 3w 1d | Expectancy $64,940.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,717 | 3,346 | 2,974 | 2,602 | 2,230 | 1,859 | 1,487 | 1,115 | 743 | 372 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,263 | $5.98M | $10.28M | - | $4.29M | 71.69% | -7.354% |
| ABBV AbbVie Inc. | 1,699 | $388,127.65 | $426,347.06 | - | $38,219.41 | 9.85% | -2.513% |
| ABEV Ambev S.A. | 56,635 | $143,191.99 | $176,134.85 | - | $32,942.86 | 23.01% | -0.321% |
| ABT Abbott Laboratories | 5,869 | $602,570.31 | $620,353.3 | - | $17,782.99 | 2.95% | +0.085% |
| ACM Aecom | 8,990 | $702,452 | $650,786.1 | - | -$51,665.9 | -7.36% | +0.878% |
| ACN Accenture plc Class A | 27,054 | $4.23M | $4.49M | - | $260,483.5 | 6.16% | +1.611% |
| ACWI iShares MSCI ACWI ETF | 2,482 | $338,479 | $388,259.24 | - | $49,780.24 | 14.71% | +0.495% |
| AERO Aero Grow International, Inc. | 65,965 | $1.39M | $1.02M | - | -$371,564 | -26.78% | -0.645% |
| AMD Advanced Micro Devices, Inc. | 1,078 | $230,864.55 | $513,289.69 | - | $282,425.14 | 122.33% | -1.904% |
| AMP Ameriprise Financial, Inc. | 9,720 | $2.4M | $5.31M | - | $2.9M | 120.93% | +0.253% |
| AMT American Tower Corporation | 1,724 | $285,081 | $298,872.64 | - | $13,791.64 | 4.84% | -0.631% |
| AMZN Amazon.com Inc | 70,389 | $13.52M | $19.12M | - | $5.6M | 41.43% | +15.321% |
| APO Apollo Global Management, Inc. | 10,250 | $1.14M | $1.29M | - | $145,242.43 | 12.72% | +4.441% |
| ASML ASML Holding N.V. New York Registry Shares | 415 | $825,618 | $676,035 | - | -$149,583 | -18.12% | -1.359% |
| AVGO Broadcom Inc. | 31,778 | $8.84M | $12.37M | - | $3.53M | 39.88% | +0.371% |
| BA Boeing Company | 2,285 | $494,634 | $493,879.9 | - | -$754.1 | -0.15% | -2.155% |
| BABA Alibaba Group Holding Limited SP ADR | 2,520 | $295,444.14 | $308,070 | - | $12,625.86 | 4.27% | +5.098% |
| BAC Bank of America Corporation | 6,097 | $297,228.66 | $377,709.15 | - | $80,480.49 | 27.08% | +0.356% |
| BLK BlackRock, Inc. | 518 | $498,088 | $564,822.03 | - | $66,734.03 | 13.4% | -0.727% |
| BRK-B Berkshire Hathaway Inc. | 32,541 | $15.89M | $16.65M | - | $752,915.52 | 4.74% | +0.365% |
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FAQ
Which stocks have generated the highest profits for Genemarie Eguilior?
The largest contributions to the portfolio's profits come from the following stocks: iShares U.S. Home Construction ETF - $12.03M, iShares Semiconductor ETF - $11.41M, Alphabet Inc - $10.54M, NVIDIA Corporation - $8.53M, and Tesla, Inc - $6.97M. 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: PayPal Holdings Inc - $11.61M, Alibaba Group Holding Limited SP ADR - $11.06M, Global X Robotics & Artificial Intelligence ETF - $4.64M, Amazon.com Inc - $4.2M, and WisdomTree Emerging Markets ex-State-Owned Enterprises Fund - $3.67M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Genemarie Eguilior's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.17M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $4.64M, Vodafone Group Public Limited Company American Depositary Receipt - $1.76M, VMware Inc - $1.47M, iShares 7-10 Year Treasury Bond ETF - $1.45M, and Blackstone Inc - $991,051.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Genemarie Eguilior's monthly returns?
Genemarie Eguilior'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 Genemarie Eguilior's strategy be considered aggressive or moderate?
Genemarie Eguilior's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Genemarie Eguilior's strategy?
Genemarie Eguilior's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
