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:
53.75%
Gain +0.02%
Monthly
0.67%
Yearly
8.34%
Drawdown
15.02%
$332.93M
Equity
Holdings
$332.93M
Investment
$278.54M
$87.35M
Profit +$87,454.03
Realized
$32.96M
Unrealized
$54.39M
Dividends
$21.87M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$87,454.03
Win %
68%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$2.27M
Win %
68%
This Month
Compared to last month
Gain
-0.87%
Profit
-$2.91M
Win %
68%
This Year
Compared to last year
Gain
-0.87%
Profit
-$2.92M
Win %
69%
HZO Marinemax Inc.
+8.22%
+$48,576 
NOW ServiceNow, Inc.
+7.44%
+$13,406.4 
ADBE Adobe Inc.
+6.1%
+$2,380.96 
VZ Verizon Communications Inc.
+5.84%
+$384 
T AT&T Inc.
+5.1%
+$3,870.36 
CRM Salesforce Inc
+4.29%
+$673 
HONA Honeywell Aerospace Inc.
+4.19%
+$787.2 
AAPL Apple Inc.
+3.53%
+$229,676.48 
ROP Roper Technologies Inc.
+3.44%
+$1,160.9 
AGCO AGCO Corporation
+3.36%
+$839.22 
QTWO Q2 Holdings Inc.
+3.27%
+$553.6 
PGR Progressive Corporation
+3.27%
+$15,845.42 
SAM The Boston Beer Company Inc.
+3.23%
+$112.8 
APO Apollo Global Management, Inc.
+3.03%
+$541.5 
IRM Iron Mountain Inc.
+3.02%
+$7,896 
LOW Lowe's Companies Inc.
+2.83%
+$4,049.76 
BKNG Booking Holdings Inc.
+2.68%
+$2,893.76 
BOX Box Inc.
+2.58%
+$2,920 
HD The Home Depot, Inc.
+2.55%
+$2,481.01 
LMT Lockheed Martin Corporation
+2.46%
+$2,101.49 
TDS Telephone and Data Systems, Inc.
+2.26%
+$1,630.2 
DIS The Walt Disney Company
+2.18%
+$10,227.26 
ECL Ecolab Inc.
+2.13%
+$3,926.99 
MCK McKesson Corporation
+1.99%
+$2,789.71 
WPC W. P. Carey Inc.
+1.98%
+$342.7 
ZS Zscaler Inc.
+1.87%
+$1,506.51 
ICE Intercontinental Exchange, Inc.
+1.8%
+$340.56 
PRU Prudential Financial, Inc.
+1.8%
+$84.8 
DG Dollar General Corporation
+1.8%
+$621 
MMM 3M Company
+1.79%
+$2,272.5 
BLK BlackRock, Inc.
+1.78%
+$518.28 
MA Mastercard Incorporated
+1.77%
+$39,494.51 
HLI Houlihan Lokey Inc.
+1.76%
+$408.98 
NFLX Netflix, Inc.
+1.74%
+$6,887.98 
RTX RTX Corporation
+1.74%
+$9,136.68 
SKYY First Trust Cloud Computing ETF
+1.73%
+$253.12 
LPLA LPL Financial Holdings Inc.
+1.66%
+$1,425.7 
ISRG Intuitive Surgical, Inc.
+1.65%
+$7,743.26 
IHI iShares U.S. Medical Devices ETF
+1.6%
+$790 
JNJ Johnson & Johnson
+1.59%
+$2,891 
SPGI S&P Global Inc.
+1.52%
+$6,515.19 
ORLY O'Reilly Automotive Inc.
+1.5%
+$6,153.3 
HLT Hilton Worldwide Holdings Inc.
+1.5%
+$335.3 
SCHD Schwab U.S. Dividend Equity ETF
+1.49%
+$1,960 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.4%
+$638 
O Realty Income Corporation
+1.36%
+$165.44 
GE General Electric Company
+1.35%
+$20,722.17 
EWG iShares MSCI Germany ETF
+1.31%
+$64,767.59 
HACK Amplify Cybersecurity ETF
+1.3%
+$5,400 
EUFN iShares MSCI Europe Financials ETF
+1.28%
+$54,136.5 
BAC Bank of America Corporation
+1.26%
+$5,018.08 
VAW Vanguard Materials ETF
+1.25%
+$143.31 
PEP PepsiCo, Inc.
+1.25%
+$2,727.66 
V Visa Inc. Class A
+1.18%
+$43,900.35 
ZBRA Zebra Technologies Corporation
+1.16%
+$237.6 
VOE Vanguard Mid-Cap Value ETF
+1.15%
+$4,077.5 
SNOW Snowflake Inc.
+1.1%
+$1,731.63 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.05%
+$79,859.7 
VDC VANGUARD CONSUMER STAPLES ETF
+1.04%
+$284.35 
SLV iShares Silver Trust
+1.02%
+$16,541.27 
DDOG Datadog, Inc. Class A Common Stock
+1.01%
+$2,605.85 
USB U.S. Bancorp
+1.01%
+$2,816 
SOLV Solventum Corporation
+1%
+$143.99 
WMT Walmart Inc.
+0.99%
+$33,166.79 
PM Philip Morris International Inc.
+0.98%
+$940 
DUK Duke Energy Corporation
+0.97%
+$63 
COST Costco Wholesale Corporation
+0.97%
+$6,467.39 
SYLD Cambria Shareholder Yield ETF
+0.96%
+$239.37 
ABBV AbbVie Inc.
+0.95%
+$190.32 
JPM JPMorgan Chase & Co.
+0.95%
+$44,969.66 
BMY Bristol-Myers Squibb Company
+0.94%
+$229.1 
IBN ICICI Bank Limited Sponsored ADR
+0.92%
+$189 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.89%
+$130.54 
IYC iShares U.S. Consumer Discretionary ETF
+0.86%
+$9,130 
XLF Financial Select Sector SPDR Fund
+0.86%
+$4,800 
LLY Eli Lilly and Company
+0.86%
+$15,097.8 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$5,385.6 
INDA ISHARES MSCI INDIA ETF
+0.82%
+$3,170.7 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.8%
+$310 
ITA iShares U.S. Aerospace & Defense ETF
+0.8%
+$8,041.1 
CVS CVS Health Corporation
+0.8%
+$1,224 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$3,234.02 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.78%
+$216.92 
HWM Howmet Aerospace Inc.
+0.76%
+$488.25 
FEZ SPDR Euro Stoxx 50 ETF
+0.74%
+$1,865 
VGK Vanguard FTSE Europe ETF
+0.66%
+$61,568.74 
RF Regions Financial Corporation
+0.65%
+$200 
GOOGL Alphabet Inc
+0.65%
+$31,647.75 
VIST Vista Energy, S.A.B. de C.V.
+0.64%
+$140.36 
TDY Teledyne Technologies Incorporated
+0.63%
+$1,280.3 
REGN Regeneron Pharmaceuticals, Inc.
+0.63%
+$139.4 
WM Waste Management, Inc.
+0.62%
+$1,593.96 
TTWO Take-Two Interactive Software, Inc.
+0.61%
+$91 
VLTO Veralto Corporation
+0.57%
+$5.72 
FTNT Fortinet Inc.
+0.55%
+$1,423.47 
CTVA Corteva Inc.
+0.53%
+$390.1 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.51%
+$151.57 
SHEL Shell plc
+0.49%
+$739.6 
TJX The TJX Companies, Inc.
+0.48%
+$16,408.02 
EL The Estée Lauder Companies Inc. Class A
+0.46%
+$48.1 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$2,554.24 
SHLD Global X Defense Tech ETF
+0.41%
+$22,110 
XLE Energy Select Sector SPDR Fund
+0.4%
+$542.4 
CME CME Group Inc.
+0.39%
+$101.97 
EWL iShares MSCI Switzerland ETF
+0.36%
+$18,566.9 
IQV IQVIA Holdings Inc.
+0.35%
+$81.03 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
+0.32%
+$24,178.34 
PAVE Global X U.S. Infrastructure Development ETF
+0.31%
+$720 
PG Procter & Gamble Co
+0.3%
+$642.4 
GDX VanEck Gold Miners ETF
+0.28%
+$5,334.5 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.27%
+$8.35 
PYPL PayPal Holdings Inc
+0.27%
+$122.25 
GOOG Alphabet Inc
+0.24%
+$5,171.97 
C Citigroup Inc.
+0.23%
+$11,209.6 
ROKU Roku, Inc.
+0.21%
+$170.1 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+0.2%
+$79.49 
CVX Chevron Corporation
+0.19%
+$1,081.48 
MELI MercadoLibre, Inc.
+0.15%
+$446.62 
BA Boeing Company
+0.14%
+$942.5 
WFC Wells Fargo & Company
+0.14%
+$515.28 
URTH iShares MSCI World ETF
+0.14%
+$31.32 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$7,774.8 
EWJ iShares MSCI Japan ETF
+0.12%
+$231 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.12%
+$27.5 
CFG Citizens Financial Group, Inc.
+0.11%
+$33.6 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.11%
+$212.5 
IAU iShares Gold Trust
+0.1%
+$1,000 
GLD SPDR Gold Shares
+0.1%
+$1,386.62 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$8,388 
IVV iShares Core S&P 500 ETF
+0.1%
+$24,184.35 
NEAR iShares Short Maturity Bond ETF
+0.1%
+$1,964.35 
SLVR Sprott Silver Miners & Physical Silver ETF
+0.09%
+$6.43 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.09%
+$395.5 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$112.45 
SGOL abrdn Physical Gold Shares ETF
+0.08%
+$13,814.52 
VOO Vanguard S&P 500 ETF
+0.08%
+$1,017.64 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.08%
+$20,838.76 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$17,483.31 
VGSH Vanguard Short-Term Treasury Fund
+0.07%
+$12 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$14,841.14 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$366.29 
IGEB iShares Investment Grade Corporate Bond ETF
+0.04%
+$8,597.22 
OEF iShares S&P 100 ETF
+0.04%
+$110.89 
FALN iShares Fallen Angels USD Bond ETF
+0.04%
+$5.06 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$484.89 
XOM Exxon Mobil Corporation
+0.03%
+$331.05 
MSFT Microsoft Corp.
+0.03%
+$1,360.31 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$6 
EA Electronic Arts Inc.
+0.03%
+$45 
ULST SPDR SSgA Ultra Short Term Bond ETF
+0.03%
+$277.67 
AI C3.ai Inc.
0%
$0 
AZLUD Azul S.A. Sponsored ADR each representing 3 preferred shares
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
INTC Intel Corporation
-7.89%
-$57,743 
MP MP Materials Corp.
-7.5%
-$1,675 
MU Micron Technology, Inc.
-6.99%
-$116,703.12 
RDW Redwire Corporation
-6.36%
-$590 
MTZ MasTec, Inc. Common Stock
-5.86%
-$3,047.9 
AVAV AeroVironment Inc.
-5.81%
-$553.2 
VRT Vertiv Holdings Co
-4.5%
-$10,998.74 
PWR Quanta Services Inc.
-4.28%
-$64,419.75 
KTOS Kratos Defense & Security Solutions, Inc.
-4.23%
-$1,076.35 
ORCL Oracle Corporation
-4.21%
-$18,326.45 
CHPY YieldMax Semiconductor Portfolio Option Income ETF (YLDMX SMICON PO OPTN INC)
-3.84%
-$5,620 
KLAC KLA Corporation
-3.75%
-$779.95 
VST Vistra Corp
-3.31%
-$504 
AMD Advanced Micro Devices, Inc.
-3.29%
-$34,752.64 
TGS Transportadora de Gas del Sur S.A.
-3.24%
-$728.28 
ICLN iShares Global Clean Energy ETF
-3.21%
-$4,130 
APH Amphenol Corporation
-3.02%
-$547.4 
AVGO Broadcom Inc.
-2.69%
-$174,422.98 
QCOM QUALCOMM Incorporated
-2.42%
-$2,277 
GEHC GE HealthCare Technologies Inc.
-2.27%
-$146.64 
TSLA Tesla, Inc.
-2.08%
-$4,029.3 
META Meta Platforms Inc Class A
-1.8%
-$21,634.48 
NEM Newmont Corporation
-1.61%
-$229.5 
GEV GE Vernova Inc.
-1.59%
-$10,028.36 
ANET Arista Networks, Inc.
-1.48%
-$602.6 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.33%
-$127,603.73 
GS The Goldman Sachs Group, Inc.
-1.25%
-$39,916.88 
SQ Block, Inc.
-1.24%
-$777.6 
EWZ iShares MSCI Brazil ETF
-1.22%
-$492.8 
PBR Petrobras S.A. Sponsored ADR
-1.21%
-$230 
IWP iShares Russell Mid-Cap Growth ETF
-1.21%
-$334 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.19%
-$259 
HL Hecla Mining Company
-1.18%
-$216 
QXO Qxo Inc.
-1.16%
-$112 
SOFI SoFi Technologies, Inc.
-1.14%
-$19,000 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$68,019.56 
OXY-WT Occidental Petroleum Corporation
-1.07%
-$5.32 
NVDA NVIDIA Corporation
-0.92%
-$83,450.45 
IBIT iShares Bitcoin Trust
-0.83%
-$5,221.9 
COPX Global X Copper Miners ETF
-0.83%
-$2,112.5 
IWY iShares Russell Top 200 Growth ETF
-0.78%
-$8,786.91 
RA Brookfield Real Assets Income Fund Inc.
-0.78%
-$238 
TMO Thermo Fisher Scientific Inc.
-0.71%
-$1,319.5 
EQT EQT Corporation
-0.67%
-$291.6 
UNH UnitedHealth Group Incorporated
-0.67%
-$11,280.04 
AMZN Amazon.com Inc
-0.66%
-$23,887.05 
CAT Caterpillar Inc.
-0.65%
-$1,987.02 
GRN iPath Series B Carbon ETN
-0.63%
-$65.51 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.61%
-$76.78 
PANW Palo Alto Networks, Inc.
-0.56%
-$9,983.79 
SOLS Sollensys Corp
-0.56%
-$15.98 
ULTA Ulta Beauty Inc.
-0.54%
-$130 
DHR Danaher Corporation
-0.52%
-$35 
VWO Vanguard FTSE Emerging Markets ETF
-0.52%
-$2,279.98 
CEG Constellation Energy Corporation
-0.45%
-$2,302.5 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-0.43%
-$87.55 
ETHA iShares Ethereum Trust
-0.42%
-$846.06 
DELL Dell Technologies Inc.
-0.42%
-$881.36 
CARR Carrier Global Corporation
-0.39%
-$1,176.12 
PLTR Palantir Technologies Inc.
-0.36%
-$49.5 
MS Morgan Stanley
-0.33%
-$506.79 
RIO Rio Tinto Plc Sponsored ADR
-0.32%
-$1,879.2 
IWM iShares Russell 2000 ETF
-0.32%
-$147.2 
PPLT abrdn Physical Platinum Shares ETF
-0.21%
-$3 
ATMP iPath Select MLP ETN
-0.16%
-$764.96 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.08%
-$1 
CRWD CrowdStrike Holdings, Inc.
-0.08%
-$414.4 
AQLT iShares MSCI Global Quality Factor ETF
-0.07%
-$300.23 
VT Vanguard Total World Stock ETF
-0.07%
-$2,542.21 
NET Cloudflare Inc.
-0.07%
-$197.22 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$14.31 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.03%
-$44.25 
IBKR Interactive Brokers Group Inc.
-0.02%
-$187.04 
NEE NextEra Energy, Inc.
-0.01%
-$10.8 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1749 | Longs Won 1139/1749 65% | Profit Factor 4.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $273,594.33 |
| Average Win $101,804.11 | Best Trade (Dec 31) $4.13M | Sharpe Ratio -7.98 |
| Average Loss -$46,859.64 | Worst Trade (Jun 30) -$2.69M | Z-Score 1.84 (93.47%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2d | Expectancy $49,944.46 |
| 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 | 7,092 | 6,383 | 5,674 | 4,965 | 4,255 | 3,546 | 2,837 | 2,128 | 1,418 | 709 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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 - $5.85M, T-Mobile US, Inc - $4.59M, NVIDIA Corporation - $3.38M, iShares Investment Grade Corporate Bond ETF - $2.76M, and iShares Russell Top 200 Growth ETF - $2.65M. 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 - $3.6M, Adobe Inc - $1.7M, Alphabet Inc - $952,230.69, Tesla, Inc - $944,222.44, and Regeneron Pharmaceuticals, Inc - $848,859.25. 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 $21.87M earned over time. The largest contributors to dividend income include iShares Investment Grade Corporate Bond ETF - $2.65M, SPDR Bloomberg Investment Grade Floating Rate ETF - $2.57M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $2.05M, iShares Core U.S. Aggregate Bond ETF - $1.54M, and Vanguard Total World Stock ETF - $832,458.15. 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.
