SD
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:
32.35%
Gain +1.51%
Monthly
0.41%
Yearly
5.07%
Drawdown
10.58%
$339.86M
Equity
Holdings
$339.86M
Investment
$272.11M
$89.08M
Profit +$5.82M
Realized
$21.33M
Unrealized
$67.75M
Dividends
$20.67M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.51%
Profit
$5.82M
Win %
70%
This Week
Compared To Last Week
Gain
-2.26%
Profit
-$7.86M
Win %
70%
This Month
Compared to last month
Gain
-2.14%
Profit
-$7.43M
Win %
70%
This Year
Compared to last year
Gain
4.44%
Profit
$14.43M
Win %
70%
KLAC KLA Corporation
+13.5%
+$27,397.06 
MU Micron Technology, Inc.
+11.38%
+$204,106.45 
INTC Intel Corporation
+9.42%
+$73,584 
AAL American Airlines Group Inc.
+8.61%
+$1,155 
AMD Advanced Micro Devices, Inc.
+8.09%
+$71,660.22 
TGS Transportadora de Gas del Sur S.A.
+7.88%
+$1,727.88 
KTOS Kratos Defense & Security Solutions, Inc.
+7.35%
+$2,075.45 
MP MP Materials Corp.
+7.25%
+$1,937.5 
CRWD CrowdStrike Holdings, Inc.
+6.81%
+$32,656.2 
MTZ MasTec, Inc. Common Stock
+6.71%
+$3,266.85 
HON Honeywell International Inc.
+6.47%
+$2,544.12 
HL Hecla Mining Company
+6.44%
+$4,525 
QCOM QUALCOMM Incorporated
+6.42%
+$9,627.52 
PANW Palo Alto Networks, Inc.
+6.18%
+$86,832.99 
AVAV AeroVironment Inc.
+6.17%
+$640.5 
HWM Howmet Aerospace Inc.
+5.83%
+$3,273.75 
BA Boeing Company
+5.81%
+$54,652.5 
DELL Dell Technologies Inc.
+5.8%
+$22,758.2 
SLV iShares Silver Trust
+5.66%
+$282,977.55 
AFRM Affirm Holdings, Inc.
+5.64%
+$141,600 
VST Vistra Corp
+5.44%
+$678.6 
GDX VanEck Gold Miners ETF
+5.39%
+$95,571.74 
NEM Newmont Corporation
+5.15%
+$3,135.68 
PWR Quanta Services Inc.
+5.1%
+$81,498.69 
ADI Analog Devices, Inc.
+5.04%
+$1,860.26 
ITA iShares U.S. Aerospace & Defense ETF
+4.87%
+$46,078.45 
GEV GE Vernova Inc.
+4.73%
+$25,016.08 
CAT Caterpillar Inc.
+4.73%
+$13,837.32 
TSLA Tesla, Inc.
+4.62%
+$10,671.67 
AI C3.ai Inc.
+4.54%
+$798.7 
RIO Rio Tinto Plc Sponsored ADR
+4.5%
+$28,900.8 
SHLD Global X Defense Tech ETF
+4.46%
+$163,069.24 
ICLN iShares Global Clean Energy ETF
+4.46%
+$6,637.5 
SOLS Sollensys Corp.
+4.45%
+$162.38 
FTNT Fortinet Inc.
+4.43%
+$12,350.8 
EEM iShares MSCI Emerging Markets ETF
+4.37%
+$6,373.2 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+4.31%
+$351,580.77 
GE General Electric Company
+4.17%
+$60,105.28 
DG Dollar General Corporation
+3.98%
+$1,312.5 
IBKR Interactive Brokers Group Inc.
+3.92%
+$33,349.25 
NET Cloudflare Inc.
+3.84%
+$11,540.67 
RTX RTX Corporation
+3.83%
+$2,352.8 
TDY Teledyne Technologies Incorporated
+3.73%
+$6,957.96 
AVGO Broadcom Inc.
+3.59%
+$231,836.08 
FEZ SPDR Euro Stoxx 50 ETF
+3.52%
+$8,043.35 
EL The Estée Lauder Companies Inc. Class A
+3.5%
+$388.7 
EUFN iShares MSCI Europe Financials ETF
+3.46%
+$92,234.73 
VAW Vanguard Materials ETF
+3.42%
+$389.38 
ETH Grayscale Ethereum Mini Trust ETF
+3.36%
+$208 
PAVE Global X U.S. Infrastructure Development ETF
+3.34%
+$7,380 
QQQ Invesco QQQ Trust, Series 1
+3.34%
+$252,711.94 
C Citigroup Inc.
+3.29%
+$158,742.4 
EWJ iShares MSCI Japan ETF
+3.25%
+$6,100.5 
GS The Goldman Sachs Group, Inc.
+3.23%
+$100,030.46 
VGK Vanguard FTSE Europe ETF
+3.22%
+$262,103.76 
GLD SPDR Gold Shares
+3.21%
+$37,635.71 
EWZ iShares MSCI Brazil ETF
+3.15%
+$8,754.3 
IAU iShares Gold Trust
+3.13%
+$30,062.5 
SGOL abrdn Physical Gold Shares ETF
+3.12%
+$714,684.87 
EWL iShares MSCI Switzerland ETF
+3.03%
+$53,183.8 
IWM iShares Russell 2000 ETF
+3%
+$1,355.2 
ANET Arista Networks, Inc.
+2.94%
+$1,025.8 
HZO Marinemax Inc.
+2.81%
+$16,104 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+2.8%
+$2,820 
HEFA iShares Currency Hedged MSCI EAFE ETF
+2.79%
+$803.02 
MS Morgan Stanley
+2.79%
+$4,170.24 
ECL Ecolab Inc.
+2.76%
+$4,963.01 
IBIT iShares Bitcoin Trust
+2.75%
+$16,730.17 
IWP iShares Russell Mid-Cap Growth ETF
+2.68%
+$733 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.67%
+$708.18 
IBN ICICI Bank Limited Sponsored ADR
+2.58%
+$1,897.5 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
+2.56%
+$150,728.99 
HACK Amplify Cybersecurity ETF
+2.54%
+$9,540 
DDOG Datadog, Inc. Class A Common Stock
+2.51%
+$6,029.32 
ZBRA Zebra Technologies Corporation
+2.5%
+$597.3 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.5%
+$20,145 
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$14,567.15 
EWG iShares MSCI Germany ETF
+2.46%
+$108,817.13 
VT Vanguard Total World Stock ETF
+2.43%
+$106,818.12 
HD The Home Depot, Inc.
+2.42%
+$9,258.78 
AGCO AGCO Corporation
+2.42%
+$560.19 
BMY Bristol-Myers Squibb Company
+2.41%
+$529.3 
CSCO Cisco Systems, Inc.
+2.4%
+$1,373.7 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$6,850 
LLY Eli Lilly and Company
+2.37%
+$35,775.92 
NVDA NVIDIA Corporation
+2.32%
+$202,749.61 
CFG Citizens Financial Group, Inc.
+2.29%
+$623.7 
LOW Lowe's Companies Inc.
+2.25%
+$8,694.54 
APH Amphenol Corporation
+2.24%
+$384.68 
ROKU Roku, Inc.
+2.24%
+$1,485.54 
CVS CVS Health Corporation
+2.23%
+$3,146.4 
URTH iShares MSCI World ETF
+2.11%
+$832 
MLM Martin Marietta Materials, Inc.
+2.1%
+$766.26 
IYC iShares U.S. Consumer Discretionary ETF
+2.02%
+$22,055 
DIS The Walt Disney Company
+1.92%
+$9,594.39 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.9%
+$869 
BKNG Booking Holdings Inc.
+1.83%
+$1,840.62 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+1.79%
+$695.23 
IVV iShares Core S&P 500 ETF
+1.74%
+$437,771.22 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.73%
+$1,483.62 
REGN Regeneron Pharmaceuticals, Inc.
+1.71%
+$350.54 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$150,374.92 
VOO Vanguard S&P 500 ETF
+1.7%
+$26,241.63 
BX Blackstone Inc.
+1.66%
+$7,700.73 
CEG Constellation Energy Corporation
+1.62%
+$1,180.5 
RSP Invesco S&P 500 Equal Weight ETF
+1.6%
+$5,944.76 
SAM The Boston Beer Company Inc.
+1.6%
+$56.6 
OEF iShares S&P 100 ETF
+1.59%
+$4,506.48 
MELI MercadoLibre, Inc.
+1.58%
+$1,783.16 
IRM Iron Mountain Inc.
+1.56%
+$8,352 
IWY iShares Russell Top 200 Growth ETF
+1.53%
+$160,665.2 
SYLD Cambria Shareholder Yield ETF
+1.44%
+$343.9 
JPM JPMorgan Chase & Co.
+1.43%
+$62,246.91 
AMZN Amazon.com Inc
+1.4%
+$49,164.8 
USB U.S. Bancorp
+1.4%
+$3,498 
ULTA Ulta Beauty Inc.
+1.27%
+$299 
NIO Nio Inc.
+1.25%
+$14.62 
GEHC GE HealthCare Technologies Inc.
+1.25%
+$82.68 
VOE Vanguard Mid-Cap Value ETF
+1.22%
+$4,138.75 
PRU Prudential Financial, Inc.
+1.21%
+$51 
AAPL Apple Inc.
+1.19%
+$70,546.76 
PYPL PayPal Holdings Inc
+1.18%
+$470.4 
ZS Zscaler Inc.
+1.15%
+$1,045.44 
BAC Bank of America Corporation
+1.01%
+$4,409.35 
INDA ISHARES MSCI INDIA ETF
+1%
+$3,861.75 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1%
+$136.96 
HLT Hilton Worldwide Holdings Inc.
+0.99%
+$235.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.94%
+$223.75 
MMM 3M Company
+0.94%
+$1,102.49 
MCD McDonald's Corporation
+0.93%
+$265.63 
PBR Petrobras S.A. Sponsored ADR
+0.86%
+$620 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.84%
+$1,334.87 
AQLT iShares MSCI Global Quality Factor ETF
+0.82%
+$3,246.65 
CTA-PA EIDP, Inc.
+0.81%
+$356.9 
VIST Vista Energy, S.A.B. de C.V.
+0.81%
+$186.62 
XLF Financial Select Sector SPDR Fund
+0.72%
+$3,750 
BLK BlackRock, Inc.
+0.7%
+$360.32 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.67%
+$134,755.16 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.67%
+$2,447.5 
IGEB iShares Investment Grade Corporate Bond ETF
+0.66%
+$167,907.21 
FALN iShares Fallen Angels USD Bond ETF
+0.65%
+$88.4 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.59%
+$219.3 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.58%
+$2,750 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$78,562.96 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$598.85 
YLDE ClearBridge Dividend Strategy ESG ETF
+0.56%
+$622.2 
TTWO Take-Two Interactive Software, Inc.
+0.54%
+$74.1 
GOOG Alphabet Inc
+0.54%
+$16,680.01 
WFC Wells Fargo & Company
+0.48%
+$1,696.13 
PLTR Palantir Technologies Inc.
+0.47%
+$67.1 
VLTO Veralto Corporation
+0.44%
+$3.96 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$2,307.58 
FPE First Trust Preferred Securities and Income ETF
+0.42%
+$107.33 
GRN iPath Series B Carbon ETN
+0.41%
+$39.21 
VZ Verizon Communications Inc.
+0.36%
+$136.85 
TMUS T-Mobile US, Inc.
+0.36%
+$29.48 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.3%
+$32,578.52 
IDXX IDEXX Laboratories, Inc.
+0.28%
+$44.37 
SKYY First Trust Cloud Computing ETF
+0.23%
+$33.9 
ISRG Intuitive Surgical, Inc.
+0.21%
+$969.77 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$250.85 
WPC W. P. Carey Inc.
+0.17%
+$29.9 
GOOGL Alphabet Inc
+0.16%
+$9,151.82 
NEAR iShares Short Maturity Bond ETF
+0.15%
+$3,767.78 
JNJ Johnson & Johnson
+0.09%
+$146.99 
SRLN SPDR Blackstone Senior Loan ETF
+0.07%
+$9.81 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$12,662.7 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$305.25 
ULST SPDR SSgA Ultra Short Term Bond ETF
+0.02%
+$266.56 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$80.81 
BOX
0%
$0 
BXMX Nuveen S&P 500 Buy-Write Income Fund
0%
$0 
EQT
0%
$0 
SNOW
0%
$0 
SQ Block, Inc.
0%
$0 
ORCL Oracle Corporation
-8.32%
-$63,913.28 
ADBE Adobe Inc.
-6.23%
-$2,673.52 
OXY-WT Occidental Petroleum Corporation
-4.57%
-$22.54 
FICO Fair Isaac Corporation
-2.83%
-$517.8 
NOW ServiceNow, Inc.
-2.77%
-$2,087.4 
SPGI S&P Global Inc.
-2.75%
-$12,752.19 
XOM Exxon Mobil Corporation
-2.61%
-$23,466.03 
BABA Alibaba Group Holding Limited SP ADR
-2.4%
-$1,385 
WM Waste Management, Inc.
-2.38%
-$87,806.42 
CRM Salesforce Inc
-2.14%
-$366 
CVX Chevron Corporation
-2.01%
-$8,304.68 
SOLV Solventum Corporation
-2%
-$302.94 
XLE Energy Select Sector SPDR Fund
-1.97%
-$2,587.7 
MSFT Microsoft Corp.
-1.85%
-$87,685.38 
AWK American Water Works Company, Inc.
-1.68%
-$632.61 
QTWO Q2 Holdings Inc.
-1.44%
-$203.2 
DHR Danaher Corporation
-1.3%
-$495.04 
LPLA LPL Financial Holdings Inc.
-1.23%
-$940.75 
TMO Thermo Fisher Scientific Inc.
-1.2%
-$5,932.81 
ATMP iPath Select MLP ETN
-1.15%
-$6,801.1 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.12%
-$136.11 
V Visa Inc. Class A
-1.1%
-$39,989.37 
ICE Intercontinental Exchange, Inc.
-1.05%
-$538.72 
PM Philip Morris International Inc.
-1.04%
-$955 
LNG Cheniere Energy Inc.
-0.97%
-$230.3 
NFLX Netflix, Inc.
-0.96%
-$4,771.6 
IQV IQVIA Holdings Inc.
-0.95%
-$192.03 
RA Brookfield Real Assets Income Fund Inc.
-0.79%
-$238 
PGR Progressive Corporation
-0.78%
-$2,185.6 
COST Costco Wholesale Corporation
-0.74%
-$4,875.12 
DUK Duke Energy Corporation
-0.67%
-$41.75 
META Meta Platforms Inc Class A
-0.55%
-$6,632.8 
UNH UnitedHealth Group Incorporated
-0.47%
-$7,679.96 
ORLY O'Reilly Automotive Inc.
-0.46%
-$68.47 
MA Mastercard Incorporated
-0.46%
-$9,441.55 
T AT&T Inc.
-0.43%
-$330.8 
PEP PepsiCo, Inc.
-0.42%
-$968.42 
PG Procter & Gamble Co
-0.41%
-$897.9 
ROP Roper Technologies Inc.
-0.41%
-$198.72 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-0.41%
-$82.08 
SHEL Shell plc
-0.41%
-$602.01 
CME CME Group Inc.
-0.35%
-$95.79 
MCK McKesson Corporation
-0.27%
-$357 
RF-PF Regions Financial Corporation
-0.24%
-$60 
HLI Houlihan Lokey Inc.
-0.19%
-$43.94 
WMT Walmart Inc.
-0.14%
-$6,924.4 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.12%
-$1.5 
NEE NextEra Energy, Inc.
-0.11%
-$102.6 
TJX The TJX Companies, Inc.
-0.11%
-$4,189.68 
EA Electronic Arts Inc.
-0.1%
-$150 
O Realty Income Corporation
-0.01%
-$0.94 
BRK-B Berkshire Hathaway Inc.
0%
-$13.1 Events
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Dividends
Dividend Analysis
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| Trades 1561 | Longs Won 1011/1561 64% | Profit Factor 4.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $297,795.12 |
| Average Win $114,523.9 | Best Trade (Dec 31) $4.13M | Sharpe Ratio -8.66 |
| Average Loss -$48,549.26 | Worst Trade (Jun 30) -$2.69M | Z-Score -2.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 5d | Expectancy $57,066.99 |
| 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 | 6,993 | 6,294 | 5,594 | 4,895 | 4,196 | 3,497 | 2,797 | 2,098 | 1,399 | 699 |
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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