Stefan Demuth Portfolio
Invests via Ameliora Wealth Management Ltd. | Managed by Stefan Demuth, Andreas Gilgen, Thomas Hirzel
Invests via Ameliora Wealth Management Ltd.
Managed by Stefan Demuth, Andreas Gilgen, Thomas Hirzel
Automatically Tracked
Stefan Demuth Profile
Stefan Demuth is an accomplished operating executive with a notable track record in the technology sector. His experience encompasses driving strategic initiatives and optimizing business operations for various high-growth firms. A skilled leader, he has been pivotal in aligning teams towards achieving ambitious growth objectives while enhancing organizational efficiency. He leverages his extensive background to foster innovation and manage critical projects that have significantly increased market competitiveness. As a respected figure in entrepreneurship, Demuth's insights contribute to shaping industry standards and guiding emerging enterprises.
Stefan Demuth is an accomplished operating executive with a notable track record in the technology sector. His experience encompasses driving strategic initiatives and optimizing business operations for various high-growth firms. A skilled leader, he has been pivotal in aligning teams towards achieving ambitious growth objectives while enhancing organizational efficiency. He leverages his extensive background to foster innovation and manage critical projects that have significantly increased market competitiveness. As a respected figure in entrepreneurship, Demuth's insights contribute to shaping industry standards and guiding emerging enterprises.
Investment Philosophy & Strategy
Innovation serves as a cornerstone of Stefan Demuth's investment philosophy. With deep roots in the technology sector, he focuses on identifying disruptive business models that are poised for substantial growth. His leadership experience enhances his ability to assess the long-term potential of emerging ventures, particularly those that leverage cutting-edge advancements. By emphasizing strategic execution and operational excellence, he cultivates environments conducive to innovation while driving value creation. This approach not only seeks financial returns but also contributes positively to the evolution of industries through thoughtful investments.
Innovation serves as a cornerstone of Stefan Demuth's investment philosophy. With deep roots in the technology sector, he focuses on identifying disruptive business models that are poised for substantial growth. His leadership experience enhances his ability to assess the long-term potential of emerging ventures, particularly those that leverage cutting-edge advancements. By emphasizing strategic execution and operational excellence, he cultivates environments conducive to innovation while driving value creation. This approach not only seeks financial returns but also contributes positively to the evolution of industries through thoughtful investments.
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:
59.36%
Gain -0.42%
Monthly
0.62%
Yearly
7.69%
Drawdown
15.02%
$346.36M
Equity
Holdings
$346.36M
Investment
$299.34M
$84.29M
Profit -$1.12M
Realized
$35.34M
Unrealized
$48.95M
Dividends
$23.27M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$1.12M
Win %
66%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$3.01M
Win %
66%
This Month
Compared to last month
Gain
-1.07%
Profit
-$3.75M
Win %
66%
This Year
Compared to last year
Gain
-1.08%
Profit
-$3.77M
Win %
67%
CRWD CrowdStrike Holdings, Inc.
+8.25%
+$61,638.2 
ZS Zscaler Inc.
+7.31%
+$15,390.15 
NET Cloudflare, Inc. Class A Common Stock
+7.29%
+$22,120 
PANW Palo Alto Networks, Inc.
+7.22%
+$112,797.54 
VIST Vista Energy, S.A.B. de C.V. ADR
+5.99%
+$1,349.37 
GGAL Grupo Financiero Galicia S.A. ADR
+4.96%
+$3,580 
TGS Transportadora de Gas del Sur S.A. ADR
+4.93%
+$913.92 
AVAV AeroVironment, Inc.
+4.71%
+$1,165.5 
OXY-WT Occidental Petroleum Corporation
+4.64%
+$26.32 
DDOG Datadog Inc. Class A
+4.62%
+$12,435.5 
HACK Amplify Cybersecurity ETF
+4.16%
+$20,440 
FTNT Fortinet, Inc.
+4.05%
+$9,708.85 
SNOW Snowflake Inc. Common Stock
+3.65%
+$5,345.02 
AI C3.ai, Inc. Class A Common Stock
+3.57%
+$322.5 
SAM Boston Beer Company, Inc. Class A Common Stock
+3.35%
+$131.2 
CIBR First Trust Nasdaq Cybersecurity ETF
+3.22%
+$1,055.89 
CVX Chevron Corporation
+2.88%
+$19,087.19 
XOM ExxonMobil Holdings Corporation
+2.79%
+$32,972.65 
XLE State Street Energy Select Sector SPDR ETF
+2.6%
+$3,977.6 
MU Micron Technology Inc.
+2.46%
+$30,389.58 
LMT Lockheed Martin Corporation
+2.42%
+$2,140.5 
MRVL Marvell Technology Inc.
+2.25%
+$388.08 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.25%
+$4,093.6 
PBR Petróleo Brasileiro S.A. - Petrobras
+2.11%
+$540 
ISRG Intuitive Surgical Inc.
+1.9%
+$11,925.72 
SPCX Space Exploration Technologies Corp. Class A
+1.89%
+$553.48 
TXN Texas Instruments Inc.
+1.86%
+$233.55 
SKYY First Trust Cloud Computing ETF
+1.85%
+$343.52 
ATMP Barclays ETN+ Select MLP ETN
+1.81%
+$8,132.48 
QCOM QUALCOMM Incorporated
+1.78%
+$1,694 
SPXU ProShares UltraPro Short S&P 500
+1.78%
+$1,395 
EWZ iShares MSCI Brazil ETF
+1.77%
+$828.8 
EQT EQT Corporation
+1.76%
+$777.6 
AMD Advanced Micro Devices Inc.
+1.74%
+$17,020.04 
INTC Intel Corporation
+1.72%
+$10,836.84 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.6%
+$223.36 
TDS Telephone and Data Systems, Inc.
+1.58%
+$1,179.75 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.49%
+$17,629.92 
APH Amphenol Corp. Class A Common Stock
+1.4%
+$235.75 
NOW ServiceNow Inc.
+1.25%
+$4,135.62 
KTOS Kratos Defense & Security Solutions, Inc.
+1.07%
+$278.8 
BOX Box Inc. Class A Common Stock
+0.94%
+$1,600 
CHPY YieldMax Semiconductor Portfolio Option Income ETF
+0.8%
+$920 
TDY Teledyne Technologies Incorporated
+0.8%
+$1,531.4 
DELL Dell Technologies Inc. Class C Common Stock
+0.77%
+$1,671.71 
ANET Arista Networks Inc.
+0.76%
+$500.5 
SMH VanEck Semiconductor ETF
+0.74%
+$134.75 
ASML ASML Holding N.V. NY Registered Shares
+0.72%
+$135.12 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
+0.72%
+$157.32 
MSFT Microsoft Corporation Common Stock
+0.66%
+$38,940.79 
ZBRA Zebra Technologies Corp. Class A Common Stock
+0.6%
+$183.2 
SOXX iShares Semiconductor ETF
+0.53%
+$7,361.83 
ORCL Oracle Corporation
+0.49%
+$2,352.28 
AMAT Applied Materials Inc.
+0.44%
+$74.7 
ROP Roper Technologies Inc.
+0.44%
+$124.15 
BA The Boeing Company
+0.43%
+$2,600 
HZO MarineMax Inc.
+0.4%
+$3,696 
IEMG iShares Core MSCI Emerging Markets ETF
+0.4%
+$8,072.7 
IQV IQVIA Holdings Inc.
+0.37%
+$115.44 
ETHA iShares Ethereum Trust ETF
+0.37%
+$939.13 
DHR Danaher Corp.
+0.33%
+$26.25 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.28%
+$338.8 
RF Regions Financial Corp.
+0.25%
+$70 
NEE NextEra Energy Inc.
+0.24%
+$216 
SQQQ ProShares UltraPro Short QQQ
+0.2%
+$105.6 
HONA Honeywell Aerospace Inc.
+0.18%
+$27.55 
WM Waste Management Inc.
+0.12%
+$273.56 
GEHC GE HealthCare Technologies Inc.
+0.1%
+$7.28 
IHI iShares U.S. Medical Devices ETF
+0.09%
+$50 
QTWO Q2 Holdings, Inc.
+0.07%
+$16 
ULST State Street Ultra Short Term Bond ETF
+0.05%
+$555.34 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$7.52 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$484.89 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$3,993.48 
FALN iShares Fallen Angels USD Bond ETF
0%
$0 
NEAR iShares Short Duration Bond Active ETF
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
AZLUD Azul S.A. Sponsored ADR each representing 3 preferred shares
-12.12%
-$6.54 
T AT&T Inc.
-7.96%
-$5,987.48 
HONIV Honeywell International Inc.
-5.28%
-$1.12 
QXO QXO Inc.
-4.63%
-$357 
DG Dollar General Corp.
-4.62%
-$1,926 
NEM Newmont Corporation
-4.59%
-$34,856.48 
HWM Howmet Aerospace Inc.
-3.83%
-$1,665 
BKNG Booking Holdings Inc.
-3.27%
-$3,293.75 
XYZ Block Inc. Class A Common Stock
-3.24%
-$896 
CTVA Corteva Inc.
-3.19%
-$340.3 
LOW Lowe's Companies, Inc.
-2.78%
-$1,547.68 
PG The Procter & Gamble Company
-2.76%
-$6,672.19 
MBGL Mobility Global Inc.
-2.72%
-$534.45 
GE General Electric Company
-2.69%
-$34,609.9 
PRU Prudential Financial, Inc.
-2.69%
-$127.2 
LLY Eli Lilly and Company
-2.54%
-$49,379.75 
ADBE Adobe Inc.
-2.49%
-$800.87 
CRWV CoreWeave Inc. Class A Common Stock
-2.46%
-$279.82 
MS Morgan Stanley Common Stock
-2.44%
-$3,243.51 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
-2.43%
-$18,704 
CAT Caterpillar Inc.
-2.42%
-$5,831.1 
BMY Bristol-Myers Squibb Company
-2.41%
-$600.4 
HD The Home Depot, Inc.
-2.41%
-$2,370.01 
HLT Hilton Worldwide Holdings Inc.
-2.36%
-$590.8 
MNST Monster Beverage Corporation
-2.35%
-$294.15 
SOLV Solventum Corporation
-2.33%
-$381.48 
ORLY O'Reilly Automotive Inc.
-2.26%
-$9,921.6 
PEP PepsiCo, Inc.
-2.2%
-$4,938.84 
TTWO Take-Two Interactive Software, Inc.
-1.98%
-$267.8 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.92%
-$311.4 
RTX RTX Corporation
-1.9%
-$8,802.34 
INDA iShares MSCI India ETF
-1.9%
-$7,317 
HL Hecla Mining Company
-1.84%
-$312 
GDX VanEck Gold Miners ETF
-1.82%
-$69,669.42 
NFLX Netflix Inc.
-1.79%
-$5,988.01 
GS The Goldman Sachs Group, Inc.
-1.75%
-$28,943.86 
IYC iShares U.S. Consumer Discretionary ETF
-1.73%
-$19,139.99 
REGN Regeneron Pharmaceuticals, Inc.
-1.72%
-$478.38 
BLK BlackRock, Inc.
-1.67%
-$9,443.84 
UNH UnitedHealth Group Inc.
-1.62%
-$27,560.06 
IBN ICICI Bank Ltd. Sponsored ADR
-1.6%
-$336 
TJX The TJX Companies, Inc.
-1.57%
-$33,554.16 
V Visa Inc. Class A
-1.55%
-$62,742.56 
C Citigroup Inc.
-1.54%
-$68,266.8 
MA Mastercard Inc. Class A Common Stock
-1.52%
-$40,506.32 
KLAC KLA Corporation
-1.5%
-$1,598.4 
GEV GE Vernova Inc.
-1.5%
-$7,141.49 
JPM JPMorgan Chase & Co.
-1.47%
-$63,810.4 
COST Costco Wholesale Corp
-1.46%
-$10,393.23 
HLI Houlihan Lokey, Inc.
-1.45%
-$326.17 
JNJ Johnson & Johnson
-1.42%
-$2,659.99 
XLF State Street Financial Select Sector SPDR ETF
-1.32%
-$7,500 
ECL Ecolab Inc.
-1.29%
-$2,639 
VFH Vanguard Financials Index Fund ETF Shares
-1.29%
-$189.39 
SLV iShares Silver Trust
-1.26%
-$13,383.94 
MRNA Moderna Inc.
-1.25%
-$303.6 
GOOGL Alphabet Inc
-1.24%
-$59,616.67 
MMM 3M Company
-1.2%
-$1,575 
VZ Verizon Communications Inc.
-1.2%
-$81 
MCK McKesson Corporation
-1.14%
-$1,966.9 
PM Philip Morris International Inc.
-1.12%
-$1,271.21 
XLV State Street Health Care Select Sector SPDR ETF
-1.11%
-$179.78 
ITA iShares U.S. Aerospace & Defense ETF
-1.1%
-$9,418.5 
PWR Quanta Services, Inc.
-1.09%
-$13,847.04 
GOOG Alphabet Inc
-1.08%
-$24,520.01 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-1.07%
-$33.4 
CVS CVS Health Corporation Common Stock
-1.07%
-$1,454.4 
PPLT abrdn Physical Platinum Shares ETF
-1.06%
-$15 
SOFI SoFi Technologies, Inc.
-1.05%
-$15,500 
BAC Bank of America Corporation
-1.02%
-$3,388.85 
LPLA LPL Financial Holdings Inc.
-1.02%
-$421.2 
WMT Walmart Inc.
-1.02%
-$5,737.95 
WPC W. P. Carey Inc.
-0.99%
-$147.2 
EWG iShares MSCI Germany ETF
-0.99%
-$51,190.14 
EWL iShares MSCI Switzerland ETF
-0.99%
-$53,439.12 
VAW Vanguard Materials Index Fund ETF Shares
-0.96%
-$111.18 
META Meta Platforms Inc Class A
-0.96%
-$12,858.72 
AMZN Amazon.com Inc
-0.95%
-$35,857.08 
ICLN iShares Global Clean Energy ETF
-0.93%
-$1,050 
ROKU Roku, Inc. Class A Common Stock
-0.93%
-$532.8 
PAVE Global X U.S. Infrastructure Development ETF
-0.9%
-$1,880 
PYPL PayPal Holdings, Inc.
-0.9%
-$244.62 
BRK-B Berkshire Hathaway Inc.
-0.87%
-$6,309.6 
RIO Rio Tinto plc ADR
-0.86%
-$4,665.6 
EUFN iShares MSCI Europe Financials ETF
-0.81%
-$34,540.2 
MELI MercadoLibre Inc.
-0.81%
-$770.12 
QUAL iShares MSCI USA Quality Factor ETF
-0.78%
-$144.32 
NVG Nuveen AMT-Free Municipal Credit Income Fund
-0.78%
-$8.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.77%
-$3,292.8 
FEZ State Street SPDR EURO STOXX 50 ETF
-0.77%
-$1,865 
WFC Wells Fargo & Company
-0.75%
-$2,662.29 
USB U.S. Bancorp
-0.73%
-$1,936 
GILD Gilead Sciences Inc.
-0.73%
-$82.8 
AQLT iShares MSCI Global Quality Factor ETF
-0.73%
-$2,988.01 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
-0.72%
-$61,381.63 
CEG Constellation Energy Corporation
-0.69%
-$5,001.92 
CRM Salesforce, Inc.
-0.69%
-$172 
USSG Xtrackers MSCI USA Selection Equity ETF
-0.69%
-$282.24 
SGOL abrdn Physical Gold Shares ETF
-0.68%
-$118,915.94 
PGR The Progressive Corporation
-0.68%
-$162.75 
MP MP Materials Corp.
-0.67%
-$260 
IAU iShares Gold Trust
-0.67%
-$6,375 
ICE Intercontinental Exchange, Inc.
-0.67%
-$145.2 
VRT Vertiv Holdings Co Class A Common Stock
-0.65%
-$1,582.42 
GLD SPDR Gold Shares
-0.65%
-$8,721.11 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.64%
-$46,238.68 
SOLS Sollensys Corp
-0.64%
-$17.86 
VGK Vanguard FTSE Europe ETF
-0.63%
-$61,139.1 
IRM Iron Mountain Inc.
-0.63%
-$1,470 
TSLA Tesla, Inc.
-0.63%
-$1,026.6 
SPGI S&P Global Inc.
-0.62%
-$2,999.25 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.6%
-$2,205 
SYLD Cambria Shareholder Yield ETF
-0.59%
-$154.53 
OEF iShares S&P 100 ETF
-0.59%
-$1,782 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$3,432.26 
NVDA NVIDIA Corporation
-0.59%
-$54,552.5 
GRN iPath Series B Carbon ETN
-0.58%
-$61.83 
VLTO Veralto Corporation
-0.54%
-$6.27 
IVV iShares Core S&P 500 ETF
-0.54%
-$190,901.48 
USMV iShares MSCI USA Min Vol Factor ETF
-0.54%
-$142.8 
DIS The Walt Disney Company
-0.54%
-$3,088.43 
VOO Vanguard S&P 500 ETF
-0.53%
-$7,633.44 
EWJ iShares MSCI Japan ETF
-0.53%
-$1,050 
SPY State Street SPDR S&P 500 ETF Trust
-0.52%
-$44,368.8 
URTH iShares MSCI World ETF
-0.49%
-$118.32 
AVGO Broadcom Inc.
-0.48%
-$24,729.12 
VST Vistra Corp.
-0.48%
-$60.3 
SONY Sony Group Corp. Sponsored ADR
-0.46%
-$264 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.46%
-$135.45 
RA Brookfield Real Assets Income Fund Inc.
-0.43%
-$119 
CARR Carrier Global Corp.
-0.42%
-$1,045.44 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.41%
-$634.25 
TMO Thermo Fisher Scientific Inc.
-0.4%
-$125.12 
VT Vanguard Total World Stock ETF
-0.4%
-$14,303.4 
IWY iShares Russell Top 200 Growth ETF
-0.39%
-$4,468.86 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.39%
-$145 
SCHD Schwab U.S. Dividend Equity ETF
-0.37%
-$752.05 
DUK Duke Energy Corporation
-0.34%
-$21 
IWM iShares Russell 2000 ETF
-0.33%
-$147.2 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.31%
-$28,101 
O Realty Income Corp.
-0.3%
-$31.96 
MTZ MasTec, Inc.
-0.29%
-$72.5 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.28%
-$1,243 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.27%
-$69,880.58 
IGEB iShares Investment Grade Systematic Bond ETF
-0.26%
-$48,143.49 
IWP iShares Russell Mid-Cap Growth ETF
-0.26%
-$70 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.22%
-$50 
IBIT iShares Bitcoin Trust ETF
-0.22%
-$1,712.1 
FPE First Trust Preferred Securities and Income ETF
-0.18%
-$42.93 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.17%
-$340 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$10,067.2 
CFG Citizens Financial Group Inc.
-0.15%
-$42 
AAPL Apple Inc.
-0.14%
-$9,865.35 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$20,775.9 
AGCO AGCO Corporation
-0.07%
-$14.91 
FLOT iShares Floating Rate Bond ETF
-0.06%
-$366.3 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$6 
WELL Welltower Inc.
-0.03%
-$3.76 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$34.6 
LRCX Lam Research Corp.
-0.02%
-$3.5 
VWO Vanguard FTSE Emerging Markets ETF
-0.02%
-$76 
QQQ Invesco QQQ Trust, Series 1
-0.01%
-$966.57 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1855 | Longs Won 1242/1855 66% | Profit Factor 3.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $265,623.9 |
| Average Win $93,901.3 | Best Trade (Dec 31) $4.13M | Sharpe Ratio -7.85 |
| Average Loss -$52,755.6 | Worst Trade (Jun 30) -$2.69M | Z-Score -2.07 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $45,437.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,579 | 5,921 | 5,263 | 4,605 | 3,947 | 3,289 | 2,632 | 1,974 | 1,316 | 658 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,930 | $3.47M | $6.93M | - | $3.46M | 99.5% | -0.142% |
| ADBE Adobe Inc. | 119 | $57,454.86 | $31,394.58 | - | -$26,060.28 | -45.36% | -2.488% |
| AGCO AGCO Corporation | 213 | $22,220.16 | $22,599.3 | - | $379.14 | 1.71% | -0.066% |
| AGG iShares Core U.S. Aggregate Bond ETF | 62,920 | $6.33M | $6.04M | - | -$291,479.01 | -4.61% | -0.166% |
| AI C3.ai, Inc. Class A Common Stock | 750 | $25,822.5 | $9,345 | - | -$16,477.5 | -63.81% | +3.574% |
| AMAT Applied Materials Inc. | 45 | $23,012.1 | $16,975.8 | - | -$6,036.3 | -26.23% | +0.442% |
| AMD Advanced Micro Devices Inc. | 1,921 | $325,293.32 | $992,753.55 | - | $667,460.23 | 205.19% | +1.744% |
| AMZN Amazon.com Inc | 15,066 | $2.83M | $3.74M | - | $902,500.04 | 31.85% | -0.951% |
| ANET Arista Networks Inc. | 385 | $61,693.35 | $66,362.45 | - | $4,669.1 | 7.57% | +0.76% |
| APH Amphenol Corp. Class A Common Stock | 230 | $7,770.55 | $17,040.7 | - | $9,270.15 | 119.3% | +1.403% |
| AQLT iShares MSCI Global Quality Factor ETF | 12,997 | $329,551.43 | $407,975.83 | - | $78,424.4 | 23.8% | -0.727% |
| ASML ASML Holding N.V. NY Registered Shares | 12 | $21,740.04 | $18,861.6 | - | -$2,878.44 | -13.24% | +0.722% |
| ATMP Barclays ETN+ Select MLP ETN | 12,707 | $365,961.6 | $456,943.72 | - | $90,982.12 | 24.86% | +1.812% |
| AVAV AeroVironment, Inc. | 210 | $35,846.4 | $25,882.5 | - | -$9,963.9 | -27.8% | +4.715% |
| AVGO Broadcom Inc. | 15,852 | $3.17M | $5.1M | - | $1.93M | 61.01% | -0.483% |
| AZLUD Azul S.A. Sponsored ADR each representing 3 preferred shares | 6,000 | $49.58 | $47.4 | - | -$2.18 | -4.4% | -12.125% |
| BA The Boeing Company | 3,250 | $588,272.5 | $612,137.5 | - | $23,865 | 4.06% | +0.427% |
| BAC Bank of America Corporation | 6,517 | $290,700.55 | $329,499.52 | - | $38,798.97 | 13.35% | -1.018% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 16,163 | $1.48M | $1.48M | - | $988.12 | 0.07% | +0.033% |
| BKNG Booking Holdings Inc. | 625 | $105,300 | $97,393.75 | - | -$7,906.25 | -7.51% | -3.271% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Stefan Demuth?
The largest contributions to the portfolio's profits come from the following stocks: abrdn Physical Gold Shares ETF - $5.92M, T-Mobile US Inc - $4.59M, NVIDIA Corporation - $3.39M, iShares Investment Grade Systematic Bond ETF - $2.9M, and JPMorgan Chase & Co - $2.82M. 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: Vanguard Total World Stock ETF - $3.59M, Adobe Inc - $1.72M, Affirm Holdings, Inc. Class A Common Stock - $1.1M, Tesla, Inc - $950,714.1, and Alphabet Inc - $950,713.57. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stefan Demuth's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.27M earned over time. The largest contributors to dividend income include iShares Investment Grade Systematic Bond ETF - $2.82M, SPDR Bloomberg Investment Grade Floating Rate ETF - $2.73M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $2.28M, iShares Core U.S. Aggregate Bond ETF - $1.59M, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $998,694.45. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stefan Demuth's monthly returns?
Stefan Demuth'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 Stefan Demuth's strategy be considered aggressive or moderate?
Stefan Demuth'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 Stefan Demuth's strategy?
Stefan Demuth'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.
2026 © Marketlog. All Rights Reserved.
