JH
Julie Hazzard Portfolio
Invests via 10Elms LLP | Managed by Julie Hazzard, Ryan William Kruger
Invests via 10Elms LLP
Managed by Julie Hazzard, Ryan William Kruger
Automatically Tracked
Operationally-focused investor and board director with experience in growth-stage tech and consumer businesses, prioritizing commercial scaling, go-to-market strategy and governance. Julie Hazzard brings operating leadership and investor relations expertise across SaaS and marketplace models, advising CEOs on customer acquisition and unit economics while supporting fundraising and exit planning. Regular contributor to governance forums; known for hands-on portfolio support and cross-functional team development.
Operationally-focused investor and board director with experience in growth-stage tech and consumer businesses, prioritizing commercial scaling, go-to-market strategy and governance. Julie Hazzard brings operating leadership and investor relations expertise across SaaS and marketplace models, advising CEOs on customer acquisition and unit economics while supporting fundraising and exit planning. Regular contributor to governance forums; known for hands-on portfolio support and cross-functional team development.
Investment Philosophy & Strategy
Focuses on operational value creation in growth-stage tech and consumer businesses, prioritizing scalable go-to-market models, disciplined unit-economics and customer acquisition efficiency. Prefers SaaS and marketplace opportunities where board-level governance and commercial scaling unlock value. Employs hands-on portfolio support, data-driven KPIs, and founder collaboration to de-risk fundraising and exit pathways, balancing growth orientation with capital efficiency and clear performance milestones.
Focuses on operational value creation in growth-stage tech and consumer businesses, prioritizing scalable go-to-market models, disciplined unit-economics and customer acquisition efficiency. Prefers SaaS and marketplace opportunities where board-level governance and commercial scaling unlock value. Employs hands-on portfolio support, data-driven KPIs, and founder collaboration to de-risk fundraising and exit pathways, balancing growth orientation with capital efficiency and clear performance milestones.
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:
27.93%
Gain +0.14%
Monthly
1.24%
Yearly
15.94%
Drawdown
11.07%
$238.06M
Equity
Holdings
$238.06M
Investment
$210.08M
$28.28M
Profit +$140,226.89
Realized
$297,893.47
Unrealized
$27.98M
Dividends
$4.42M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$140,226.89
Win %
76%
This Week
Compared To Last Week
Gain
0.06%
Profit
$140,226.89
Win %
76%
This Month
Compared to last month
Gain
1.64%
Profit
$3.84M
Win %
76%
This Year
Compared to last year
Gain
1.05%
Profit
$2.12M
Win %
75%
F Ford Motor Company
+3.46%
+$2,566.56 
NEM Newmont Corporation
+3.13%
+$3,213 
WMB The Williams Companies, Inc.
+2.96%
+$7,693.92 
EE Excelerate Energy, Inc.
+2.89%
+$2,575 
OKE ONEOK, Inc.
+2.54%
+$3,395.75 
EPD Enterprise Products Partners L.P.
+2.31%
+$24,371.6 
KMI Kinder Morgan, Inc.
+2.31%
+$5,163.71 
ADI Analog Devices, Inc.
+2.16%
+$846.66 
GE General Electric Company
+2.15%
+$301.86 
LNG Cheniere Energy Inc.
+1.94%
+$2,791.56 
COP ConocoPhillips
+1.81%
+$2,890.54 
BWXT Bwx Technologies Inc.
+1.69%
+$4,322.2 
ENFR Alerian Energy Infrastructure ETF
+1.66%
+$10,882.3 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.6%
+$959.39 
DD DuPont de Nemours, Inc.
+1.5%
+$559.43 
ITA iShares U.S. Aerospace & Defense ETF
+1.41%
+$12,210.27 
ET Energy Transfer L.P.
+1.4%
+$887.4 
XLE Energy Select Sector SPDR Fund
+1.39%
+$18,775.63 
CEG Constellation Energy Corporation
+1.39%
+$768.14 
T AT&T Inc.
+1.26%
+$258.54 
CVX Chevron Corporation
+1.16%
+$69 
RTX RTX Corporation
+1.13%
+$624.99 
AMLP Alerian MLP ETF
+1.12%
+$2,124.63 
PYZ Invesco Dorsey Wright Basic Materials ETF
+1.11%
+$473.76 
MO Altria Group, Inc.
+0.95%
+$75.64 
GDV-PK The Gabelli Dividend & Income Trust
+0.95%
+$978.24 
LIN Linde plc
+0.95%
+$213.38 
XOM Exxon Mobil Corporation
+0.94%
+$263.73 
EMLP First Trust North American Energy Infrastructure Fund
+0.88%
+$4,813.77 
SCHA Schwab U.S. Small-Cap ETF
+0.88%
+$696.57 
EOG EOG Resources, Inc.
+0.85%
+$86.4 
WFC Wells Fargo & Company
+0.81%
+$3,039.51 
AMT American Tower Corporation
+0.8%
+$69.5 
GD General Dynamics Corporation
+0.72%
+$115.62 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
+0.71%
+$868.6 
IDV iShares International Select Dividend ETF
+0.7%
+$1,085 
TSLA Tesla, Inc.
+0.68%
+$115.5 
BAC Bank of America Corporation
+0.62%
+$88.8 
XLU Utilities Select Sector SPDR Fund
+0.61%
+$6,893.88 
QCOM QUALCOMM Incorporated
+0.61%
+$2,115 
SU Suncor Energy Inc.
+0.6%
+$1,033.5 
VLUE iShares MSCI USA Value Factor ETF
+0.59%
+$16,472.43 
LNT Alliant Energy Corporation
+0.57%
+$955.2 
IWM iShares Russell 2000 ETF
+0.52%
+$20,167.51 
VTWO Vanguard Russell 2000 ETF
+0.51%
+$248 
OPP-PB RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
+0.48%
+$80 
GM General Motors Company
+0.44%
+$755.82 
XLB Materials Select Sector SPDR Fund
+0.44%
+$4,956.5 
C Citigroup Inc.
+0.43%
+$120.6 
PSX Phillips 66
+0.43%
+$2,337 
IHF iShares U.S. Healthcare Providers ETF
+0.4%
+$230 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$16,925.04 
MTUM iShares MSCI USA Momentum Factor ETF
+0.37%
+$17,761.22 
ALL Allstate Corporation
+0.36%
+$122.76 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$10,762.4 
FNDF Schwab Fundamental International Large Company Index ETF
+0.34%
+$0.38 
BAC-PL Bank of America Corporation
+0.34%
+$1,834.8 
KO The Coca-Cola Company
+0.33%
+$69.6 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$3,433.35 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.31%
+$597.11 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.3%
+$232 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$477.18 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$12,383.37 
VO Vanguard Mid-Cap ETF
+0.26%
+$585.2 
TVC Tennessee Valley Authority Preferred Stock 2.134% Due 06/01/2028
+0.25%
+$242.22 
VB Vanguard Small-Cap ETF
+0.24%
+$39 
PHDG Invesco S&P 500 Downside Hedged ETF
+0.24%
+$2.6 
CAT Caterpillar Inc.
+0.23%
+$4,657.15 
AAPL Apple Inc.
+0.22%
+$758.44 
MCD McDonald's Corporation
+0.21%
+$287.1 
NEE NextEra Energy, Inc.
+0.21%
+$39.42 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.21%
+$7,728.72 
PSA-PG Public Storage
+0.21%
+$40 
VTV Vanguard Value ETF
+0.2%
+$16,477.19 
PG Procter & Gamble Co
+0.2%
+$47.85 
CWB SPDR Bloomberg Convertible Securities ETF
+0.19%
+$310.2 
SPHQ Invesco S&P 500 Quality ETF
+0.17%
+$579 
SPLV Invesco S&P 500 Low Volatility ETF
+0.17%
+$731.12 
AB AllianceBernstein Holding L.P.
+0.16%
+$933.18 
IWS iShares Russell Mid-Cap Value ETF
+0.16%
+$9.99 
PSA-PF Public Storage
+0.15%
+$119.6 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.15%
+$227.92 
GDV-PH The Gabelli Dividend & Income Trust
+0.14%
+$30 
SDY SPDR S&P Dividend ETF
+0.13%
+$21 
PEP PepsiCo, Inc.
+0.12%
+$346.1 
LOW Lowe's Companies Inc.
+0.12%
+$23.25 
XSLV Invesco S&P SmallCap Low Volatility ETF
+0.11%
+$45.06 
XLP Consumer Staples Select Sector SPDR Fund
+0.1%
+$2,214.35 
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF
+0.1%
+$37.32 
IWR iShares Russell Mid-Cap ETF
+0.1%
+$2.2 
RIV-PA RiverNorth Opportunities Fund, Inc.
+0.09%
+$10 
UBER Uber Technologies, Inc.
+0.09%
+$83.51 
ICAGY International Consolidated Airlines Group S.A. Sponsored ADR
+0.08%
+$40 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.08%
+$122.72 
INTF iShares International Equity Factor ETF
+0.07%
+$75.09 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$2,225.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$266.4 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$589.4 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$2,039.63 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$245.94 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$281.94 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.04%
+$28.32 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$5.92 
LVMUY LVMH Moët Hennessy Louis Vuitton SE
+0.03%
+$45 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+0.03%
+$3.64 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$18.58 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$18.31 
GSY Invesco Ultra Short Duration ETF
+0.02%
+$233.72 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.02%
+$8.2 
VYMI Vanguard International High Dividend Yield Index Fund
+0.02%
+$705.88 
SO The Southern Company
+0.01%
+$0.2 
BKLN Invesco Senior Loan ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 8288
828807DF1
0%
$0 3696
36966TKS0
0%
$0 3814
38141ET82
0%
$0 3495
34959EAB5
0%
$0 5486
548661ED5
0%
$0 3022
30225VAK3
0%
$0 4812
48128G3E8
0%
$0 8857
88579YBJ9
0%
$0 3814
38141E3S6
0%
$0 3815
38150AHN8
0%
$0 7181
718172CS6
0%
$0 3815
38150AET8
0%
$0 1250
12503MAA6
0%
$0 4681
46817MAR8
0%
$0 1729
17298CKL1
0%
$0 5952
59523UAT4
0%
$0 7443
74432AYZ7
0%
$0 7974
797440BZ6
0%
$0 7185
718547AT9
0%
$0 7185
718546AK0
0%
$0 8978
89788MAC6
0%
$0 9410
94106LBQ1
0%
$0 2644
26441CBW4
0%
$0 2764
276480AH3
0%
$0 3434
343412AF9
0%
$0 7181
718172DA4
0%
$0 3755
375558BX0
0%
$0 4812
48128GY95
0%
$0 1729
17298CH76
0%
$0 4282
428236BR3
0%
$0 3815
38150AGC3
0%
$0 5024
502431AP4
0%
$0 0640
06406RAZ0
0%
$0 1729
17298CH35
0%
$0 6533
65339KBY5
0%
$0 9293
92939UAJ5
0%
$0 3815
38150AHF5
0%
$0 3696
36966TKV3
0%
$0 3815
38150AH24
0%
$0 3546
354613AL5
0%
$0 9500
95001DAY6
0%
$0 2546
254687FL5
0%
$0 0572
05723KAE0
0%
$0 6826
682680BJ1
0%
$0 3410
341081GK7
0%
$0 2936
29365TAK0
0%
$0 3815
38150AFQ3
0%
$0 3453
345370CR9
0%
$0 7561
756109BA1
0%
$0 1641
16412XAG0
0%
$0 8168
816851BQ1
0%
$0 8176
81762PAE2
0%
$0 1729
17298CJY5
0%
$0 8923
89236TKL8
0%
$0 9694
96949LAD7
0%
$0 7181
718172CV9
0%
$0 7434
74340XBR1
0%
$0 5486
548661DX2
0%
$0 6826
682680BK8
0%
$0 4723
47233JAG3
0%
$0 3454
34540TRS3
0%
$0 0546
05463HAB7
0%
$0 4234
423452AG6
0%
$0 7438
743820AA0
0%
$0 3814
38143CDS7
0%
$0 9504
95040QAN4
0%
$0 0311
031162DP2
0%
$0 4664
46647PCP9
0%
$0 9234
92340LAH2
0%
$0 3815
38150AG90
0%
$0 6176
61766YGP0
0%
$0 0468
04686JAA9
0%
$0 9694
969457CK4
0%
$0 7446
74460WAF4
0%
$0 6533
65339KCN8
0%
$0 7835
78355HKV0
0%
$0 6533
65339KBW9
0%
$0 6826
682680BH5
0%
$0 4812
48128G3L2
0%
$0 1746
174610AS4
0%
$0 6374
637432NW1
0%
$0 0636
06368FAC3
0%
$0 8911
89114TR61
0%
$0 8911
89114TZN5
0%
$0 1360
13607LNG4
0%
$0 2925
29250NAL9
0%
$0 0641
06418GAD9
0%
$0 8911
89115A2M3
0%
$0 8935
89352HAM1
0%
$0 0636
06368LGV2
0%
$0 0673
06738JGY4
0%
$0 0556
05565QDH8
0%
$0 8911
89115A2S0
0%
$0 4924
492422PD6
0%
$0 4141
41415WCM2
0%
$0 3735
37353PCV9
0%
$0 6892
689225TT7
0%
$0 1884
188411AT9
0%
$0 0418
041806DV9
0%
$0 7444
74440DDP6
0%
$0 9147
91476PRV2
0%
$0 3468
34682JKP6
0%
$0 4784
478497XX3
0%
$0 6628
66285WSS6
0%
$0 0524
052405FE2
0%
$0 1002
100272KE2
0%
$0 1577
157792KH4
0%
$0 3954
395476EN0
0%
$0 1581
158159CE1
0%
$0 5926
59261AFR3
0%
$0 8058
80585RAS4
0%
$0 1884
188408AN8
0%
$0 1174
117464TU1
0%
$0 5463
546399DP8
0%
$0 8996
89965QAZ1
0%
$0 1234
123425HE3
0%
$0 7514
751435AL2
0%
$0 3864
386442WY9
0%
$0 6789
6789084A9
0%
$0 5093
509300WE5
0%
$0 9147
91476PQU5
0%
$0 2137
213759HL0
0%
$0 0418
041806EP1
0%
$0 7514
751435AN8
0%
$0 2667
26678PGB0
0%
$0 6628
66285WBT2
0%
$0 4520
45201Y7Y7
0%
$0 1608
160853RS8
0%
$0 4351
435164TX6
0%
$0 4854
4854292Q6
0%
$0 6499
649903E64
0%
$0 9147
91476PNP9
0%
$0 2354
2354164Y7
0%
$0 1051
105173MF2
0%
$0 8156
815645PK6
0%
$0 7646
764603BR6
0%
$0 4139
413910ED8
0%
$0 4141
41415WCJ9
0%
$0 9716
971668N95
0%
$0 6791
67919PMJ9
0%
$0 6791
679191KP0
0%
$0 1990
199049AU1
0%
$0 6792
67920QLY2
0%
$0 6499
64990BQK2
0%
$0 4293
429326ZV6
0%
$0 8828
882874GL8
0%
$0 8827
882722VP3
0%
$0 4787
47875PCE5
0%
$0 4947
494762NT0
0%
$0 4838
483854JH9
0%
$0 7731
773138GW6
0%
$0 7984
798451AQ3
0%
$0 6051
605171BS5
0%
$0 5193
519385EX2
0%
$0 5982
598292AR1
0%
$0 1306
13063BN81
0%
$0 4861
486190EN7
0%
$0 9147
914716V93
0%
$0 3466
346668DH6
0%
$0 6785
678505JP4
0%
$0 9578
957897JU6
0%
$0 6788
67884FU95
0%
$0 5808
580818GH9
0%
$0 0121
012173JC5
0%
$0 6863
686356SP2
0%
$0 1205
120525HY9
0%
$0 5517
55178CAG8
0%
$0 8905
8905684J4
0%
$0 7341
73412PAS2
0%
$0 5471
54713PBF5
0%
$0 6497
64972ELD9
0%
$0 6476
64763FWL9
0%
$0 6788
67884GEZ3
0%
$0 3468
34680CES4
0%
$0 6582
658207K79
0%
$0 0543
054375UT5
0%
$0 1214
121410QB3
0%
$0 1175
117510BL0
0%
$0 4133
41333TAT5
0%
$0 9142
91428LMF0
0%
$0 6501
650116AM8
0%
$0 8153
81533PJP6
0%
$0 9282
92823PNH5
0%
$0 0405
04052FCC7
0%
$0 1577
157792QM7
0%
$0 7980
798055MU0
0%
$0 6451
645172LA3
0%
$0 0387
03871LDC4
0%
$0 9716
971697JN8
0%
$0 5093
509300WF2
0%
$0 1462
146201EQ7
0%
$0 3599
3599008A8
0%
$0 4845
484580CL7
0%
$0 3445
344532MH6
0%
$0 6448
644804FE1
0%
$0 5946
594612BS1
0%
$0 2992
299228JD9
0%
$0 7975
797550HX1
0%
$0 5312
531286NM0
0%
$0 9672
967245UJ8
0%
$0 4854
4854292S2
0%
$0 4142
41421DSC1
0%
$0 4520
45203MAS0
0%
$0 4566
45663NBR2
0%
$0 9282
92823PML7
0%
$0 8995
899521CD8
0%
$0 7963
796334AS9
0%
$0 5164
516447CC1
0%
$0 1907
19078VBX5
0%
$0 8996
899647RM5
0%
$0 8804
880461W38
0%
$0 5926
59261AJW8
0%
$0 4793
479340WP2
0%
$0 9064
906400FQ4
0%
$0 6137
61370PLX4
0%
$0 5481
54811BPV7
0%
$0 1591
15913TAY6
0%
$0 0516
051645Q44
0%
$0 3954
395476FU3
0%
$0 6476
64763FVN6
0%
$0 4142
41422PEW4
0%
$0 0924
092446CB7
0%
$0 2352
235286AP6
0%
$0 9147
91472TBH6
0%
$0 7341
73412PAR4
0%
$0 6581
65819PCL0
0%
$0 1990
199049AR8
0%
$0 0377
037777TG4
0%
$0 4520
45201Y7U5
0%
$0 5491
549108XU7
0%
$0 1084
108443SA1
0%
$0 9204
920494FQ9
0%
$0 5120
51207MCN3
0%
$0 3407
34074MUF6
0%
$0 3468
34683CJK3
0%
$0 3407
34074MXR7
0%
$0 9035
90350TAS2
0%
$0 4140
41401PCT8
0%
$0 2306
230614NX3
0%
$0 8827
88278PC69
0%
$0 1610
161035LL2
0%
$0 8367
836753MV2
0%
$0 6561
656168RB9
0%
$0 8825
882555ZN8
0%
$0 6176
61768E6S7
0%
$0 3861
386155GV1
0%
$0 9324
93245CEN9
0%
$0 0605
06051X3R1
0%
$0 3194
319477BB0
0%
$0 3815
38151PJL6
0%
$0 3815
38151PJQ5
0%
$0 6177
61778EPX3
0%
$0 6169
61690DA40
0%
$0 6177
61776NX57
0%
$0 9497
949764SX3
0%
$0 9497
949764SF2
0%
$0 9497
949764SZ8
0%
$0 4142
41422LDS3
0%
$0 9520
952003LL3
0%
$0 0640
06405VKT5
0%
$0 9497
949764YB4
0%
$0 8340
83407DCV6
0%
$0 9497
949764SY1
0%
$0 3815
38151PRB9
0%
$0 0605
06051YBY5
0%
$0 0605
06051YBX7
0%
$0 0605
06051XK50
0%
$0 3627
362794CJ6
0%
$0 1060
10606PKE0
0%
$0 
BLSH Bullish Inc.
-11.24%
-$1,545 
AVGO Broadcom Inc.
-5.94%
-$22,744.3 
AMAT Applied Materials, Inc.
-5.12%
-$1,231.2 
HYPD Hyperion DeFi, Inc.
-3.89%
-$9.9 
ORCL Oracle Corporation
-3.65%
-$1,715.7 
BX Blackstone Inc.
-3.61%
-$24,707.85 
LCID Lucid Group, Inc.
-3.42%
-$2.2 
LLY Eli Lilly and Company
-2.38%
-$3,547.32 
IHAK iShares Cybersecurity and Tech ETF
-2.37%
-$11,675.34 
FICO Fair Isaac Corporation
-2.24%
-$1,071.56 
FSK FS KKR Capital Corp.
-2.21%
-$295.68 
DXCM DexCom, Inc.
-1.89%
-$55.36 
CSCO Cisco Systems, Inc.
-1.58%
-$2,572.23 
UNP Union Pacific Corporation
-1.38%
-$2,466.01 
BBDC Barings BDC Inc.
-1.27%
-$218.04 
BMY Bristol-Myers Squibb Company
-1.27%
-$413.28 
KKR KKR & Co. Inc.
-1.12%
-$3,615.86 
WY Weyerhaeuser Company
-1.05%
-$0.26 
GAB-PG The Gabelli Equity Trust Inc. PFD-G
-1.03%
-$1,800 
UL Unilever PLC Sponsored American Depositary Receipt
-0.94%
-$264.91 
AMZN Amazon.com Inc
-0.94%
-$7,596.27 
SPGI S&P Global Inc.
-0.92%
-$112.23 
SPCX Space Exploration Technologies Corp. Class A
-0.91%
-$132.87 
CARR Carrier Global Corporation
-0.9%
-$627 
ACN Accenture plc Class A
-0.9%
-$65.6 
META Meta Platforms Inc Class A
-0.86%
-$215.04 
BLK BlackRock, Inc.
-0.77%
-$173.09 
IBIT iShares Bitcoin Trust
-0.7%
-$416.5 
GAB-PK The Gabelli Equity Trust Inc.
-0.67%
-$130 
JNJ Johnson & Johnson
-0.66%
-$2,046.56 
AIQ Global X Artificial Intelligence & Technology ETF
-0.65%
-$177.66 
DTEC Alps Disruptive Technologies ETF
-0.64%
-$2,719.56 
EMR Emerson Electric Co.
-0.63%
-$107.12 
AMGN Amgen Inc.
-0.63%
-$2,272.33 
BUD Anheuser-Busch InBev S.A. ADR
-0.62%
-$521 
EAT Brinker International Inc.
-0.61%
-$277.4 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$35,801.47 
QUAL iShares MSCI USA Quality Factor ETF
-0.59%
-$40,857.64 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$2,505.6 
NVS Novartis AG Sponsored ADR
-0.55%
-$588 
ABBV AbbVie Inc.
-0.54%
-$265.2 
FCX Freeport-McMoRan Inc.
-0.51%
-$68 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$20,716.89 
MS Morgan Stanley
-0.47%
-$206.04 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.46%
-$27.72 
BCV-PA Bancroft Fund Ltd.
-0.46%
-$815.8 
TMUS T-Mobile US, Inc.
-0.42%
-$493.57 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.42%
-$58.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.4%
-$2,424.34 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$49,023.39 
BNDX Vanguard Total International Bond ETF
-0.4%
-$14,744.19 
WMT Walmart Inc.
-0.39%
-$502.65 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$467.59 
HFRO-PA Highland Funds I - Highland Opportunities and Income Fund
-0.36%
-$22.32 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
-0.36%
-$126 
V Visa Inc. Class A
-0.36%
-$214.5 
GGT-PG The Gabelli Multimedia Trust Inc.
-0.35%
-$560 
IBB iShares Biotechnology ETF
-0.34%
-$1,377.02 
AXP American Express Company
-0.34%
-$62.01 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.33%
-$4,802.78 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-0.32%
-$0.46 
PFFD Global X U.S. Preferred ETF
-0.32%
-$1,745.52 
PSA-PL Public Storage
-0.31%
-$121 
STWD Starwood Property Trust Inc.
-0.31%
-$0.05 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$424.5 
MSFT Microsoft Corp.
-0.3%
-$1,508.13 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$11.84 
MUB iShares National Muni Bond ETF
-0.28%
-$1,035 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.27%
-$1,060.5 
DVYE iShares Emerging Markets Dividend ETF
-0.27%
-$3,079.26 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.26%
-$7,010.77 
NLY Annaly Capital Management, Inc.
-0.26%
-$30 
FBRT-PE Franklin BSP Realty Trust, Inc.
-0.24%
-$199.08 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.24%
-$3,868.32 
IAGG iShares International Aggregate Bond Fund
-0.24%
-$38.52 
USMV iShares MSCI USA Min Vol Factor ETF
-0.24%
-$23,136.72 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$17,492.83 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.23%
-$30 
ACP-PA Abrdn Income Credit Strategies Fund
-0.23%
-$184.8 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.22%
-$1,842.24 
SFM Sprouts Farmers Market, Inc.
-0.22%
-$27 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$693.42 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.21%
-$6,583 
Q Qnity Electronics Inc.
-0.2%
-$112.81 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$49.23 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$12,156.52 
VOO Vanguard S&P 500 ETF
-0.19%
-$6.7 
STLA Stellantis N.V.
-0.19%
-$37.87 
IVV iShares Core S&P 500 ETF
-0.18%
-$2,872.85 
ITDC iShares LifePath Target Date 2035 ETF
-0.18%
-$43.96 
XLF Financial Select Sector SPDR Fund
-0.17%
-$8,903.4 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
-0.17%
-$50.04 
CWI SPDR MSCI ACWI ex-US ETF
-0.17%
-$294 
PFF iShares Preferred and Income Securities ETF
-0.16%
-$5.05 
TIP iShares TIPS Bond ETF
-0.16%
-$1,023.74 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.16%
-$29.04 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.14%
-$3,337.89 
FJUL FT Vest US Equity Buffer ETF
-0.14%
-$130.41 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.14%
-$30.8 
ITDD iShares LifePath Target Date 2040 ETF
-0.13%
-$83.95 
GOOGL Alphabet Inc
-0.13%
-$1,341.82 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$11,624.8 
IBMU iShares iBonds Dec 2032 Term Muni Bond ETF
-0.12%
-$72 
ACWI iShares MSCI ACWI ETF
-0.12%
-$82.08 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$2,071.71 
ITDG iShares LifePath Target Date 2055 ETF
-0.12%
-$3.01 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.12%
-$105 
GOOG Alphabet Inc
-0.12%
-$895.98 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.12%
-$3,594.82 
ITDH iShares LifePath Target Date 2060 ETF
-0.12%
-$2.7 
NTRSO Northern Trust Corporation 4.70% Non-Cumulative Perpetual Preferred Stock, Series E
-0.11%
-$138.5 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.1%
-$418.16 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.1%
-$865 
VT Vanguard Total World Stock ETF
-0.09%
-$91.98 
COST Costco Wholesale Corporation
-0.08%
-$145.5 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.08%
-$44.6 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$639.78 
JPM JPMorgan Chase & Co.
-0.07%
-$533.5 
NVDA NVIDIA Corporation
-0.06%
-$249.62 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.06%
-$420.9 
ITW Illinois Tool Works Inc.
-0.06%
-$11.73 
SOXX iShares Semiconductor ETF
-0.06%
-$1,476.21 
CMI Cummins Inc.
-0.06%
-$35 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.05%
-$16 
IWD iShares Russell 1000 Value ETF
-0.05%
-$1.82 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$21.75 
IBHG iShares iBonds 2027 High Yield Income
-0.05%
-$75.54 
IBHH iShares iBonds 2028 Term High Yield ETF
-0.04%
-$7 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$1,954 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.04%
-$78.2 
PFE Pfizer Inc.
-0.04%
-$7 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$259.74 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.03%
-$1,393.97 
ITDF iShares LifePath Target Date 2050 ETF
-0.03%
-$33.85 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
-0.02%
-$408.32 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-0.02%
-$0.01 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$5,309.42 
ABT Abbott Laboratories
-0.02%
-$10.92 Events
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Dividends
Dividend Analysis
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| Trades 1238 | Longs Won 605/1238 48% | Profit Factor 16.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $156,401.03 |
| Average Win $49,759.53 | Best Trade (Aug 15) $3.35M | Sharpe Ratio -28.31 |
| Average Loss -$2,881.56 | Worst Trade (Aug 31) -$168,250.09 | Z-Score -2.97 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 6d | Expectancy $22,843.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0121 012173JC5 | 10,000 | $10,136 | $10,136 | - | - | - | 0.0 |
| 0311 031162DP2 | 5,000 | $5,028 | $5,028 | - | - | - | 0.0 |
| 0377 037777TG4 | 12,000 | $11,757 | $11,757 | - | - | - | 0.0 |
| 0387 03871LDC4 | 100,000 | $83,087 | $83,087 | - | - | - | 0.0 |
| 0405 04052FCC7 | 50,000 | $50,902 | $50,902 | - | - | - | 0.0 |
| 0418 041806DV9 | 150,000 | $139,009 | $139,009 | - | - | - | 0.0 |
| 0418 041806EP1 | 100,000 | $96,744 | $96,744 | - | - | - | 0.0 |
| 0468 04686JAA9 | 30,000 | $29,189 | $29,189 | - | - | - | 0.0 |
| 0516 051645Q44 | 100,000 | $95,394 | $95,394 | - | - | - | 0.0 |
| 0524 052405FE2 | 250,000 | $252,665 | $252,665 | - | - | - | 0.0 |
| 0543 054375UT5 | 15,000 | $15,594 | $15,594 | - | - | - | 0.0 |
| 0546 05463HAB7 | 10,000 | $9,494 | $9,494 | - | - | - | 0.0 |
| 0556 05565QDH8 | 50,000 | $48,080 | $48,080 | - | - | - | 0.0 |
| 0572 05723KAE0 | 50,000 | $48,226 | $48,226 | - | - | - | 0.0 |
| 0605 06051X3R1 | 25,000 | $24,986 | $24,986 | - | - | - | 0.0 |
| 0605 06051XK50 | 35,000 | $34,962 | $34,962 | - | - | - | 0.0 |
| 0605 06051YBX7 | 55,000 | $54,995 | $54,995 | - | - | - | 0.0 |
| 0605 06051YBY5 | 20,000 | $19,997 | $19,997 | - | - | - | 0.0 |
| 0636 06368FAC3 | 90,000 | $85,061 | $85,061 | - | - | - | 0.0 |
| 0636 06368LGV2 | 35,000 | $35,110 | $35,110 | - | - | - | 0.0 |
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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 Julie Hazzard?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $676,967.24, Vanguard Total Bond Market Index Fund - $225,349.55, iShares Core MSCI Emerging Markets ETF - $200,488.57, Schwab U.S. Dividend Equity ETF - $160,722.23, and Vanguard Total International Bond ETF - $140,706.11. 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: KKR & Co. Inc - $75,898.74, Blackstone Inc - $63,385.33, Apple Inc - $17,452.58, Dimensional U.S. Equity Market ETF - $4,075.54, and Sprouts Farmers Market, Inc - $3,292.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Julie Hazzard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.42M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $676,967.24, Vanguard Total Bond Market Index Fund - $222,918.89, iShares Core MSCI Emerging Markets ETF - $200,488.57, Schwab U.S. Dividend Equity ETF - $159,431.1, and Vanguard Total International Bond ETF - $139,872.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Julie Hazzard's monthly returns?
Julie Hazzard'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 Julie Hazzard's strategy be considered aggressive or moderate?
Julie Hazzard's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Julie Hazzard's strategy?
Julie Hazzard'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.
