Leslie D. Thompson Portfolio
Invests via Spectrum Wealth Counsel, LLC | Managed by Leslie D. Thompson, Robert Phillips
Invests via Spectrum Wealth Counsel, LLC
Managed by Leslie D. Thompson, Robert Phillips
Automatically Tracked
Leslie D. Thompson Profile
Veteran investment executive with a background in risk management, portfolio construction and fixed-income trading. Leslie D. Thompson combines operational leadership at asset managers and strategic oversight of multi-asset portfolios, with experience in trading systems and regulatory compliance. She is known for aligning investment processes with performance attribution and liquidity management, advising on capital allocation, product structuring and governance for institutional clients and pension funds.
Veteran investment executive with a background in risk management, portfolio construction and fixed-income trading. Leslie D. Thompson combines operational leadership at asset managers and strategic oversight of multi-asset portfolios, with experience in trading systems and regulatory compliance. She is known for aligning investment processes with performance attribution and liquidity management, advising on capital allocation, product structuring and governance for institutional clients and pension funds.
Investment Philosophy & Strategy
Focuses on disciplined, risk-aware capital allocation across multi-asset portfolios, blending fixed-income trading expertise with robust portfolio construction and liquidity management. Emphasizes process-driven underwriting, scenario-based stress testing and clear performance attribution to align incentives and governance. Prefers durable income-generating instruments and liquid hedges while allocating to opportunistic, relative-value ideas where trading edge and execution lower transaction costs. Time horizon balances long-term liability matching for institutional clients with tactical tilts; decision-making is evidence-based, transparent and oriented to regulatory and operational resilience.
Focuses on disciplined, risk-aware capital allocation across multi-asset portfolios, blending fixed-income trading expertise with robust portfolio construction and liquidity management. Emphasizes process-driven underwriting, scenario-based stress testing and clear performance attribution to align incentives and governance. Prefers durable income-generating instruments and liquid hedges while allocating to opportunistic, relative-value ideas where trading edge and execution lower transaction costs. Time horizon balances long-term liability matching for institutional clients with tactical tilts; decision-making is evidence-based, transparent and oriented to regulatory and operational resilience.
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:
59.18%
Gain -0.76%
Monthly
1.46%
Yearly
19.03%
Drawdown
17.74%
$1.11B
Equity
Holdings
$1.11B
Investment
$741.14M
$397.28M
Profit -$7.1M
Realized
$25.72M
Unrealized
$371.57M
Dividends
$40.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.76%
Profit
-$7.1M
Win %
76%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$12.61M
Win %
76%
This Month
Compared to last month
Gain
-0.63%
Profit
-$7.1M
Win %
76%
This Year
Compared to last year
Gain
10.16%
Profit
$102.61M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$2.05M 
DXCM DexCom, Inc.
+11.95%
+$44.55 
GOOG Alphabet Inc
+6.88%
+$86,229.38 
GOOGL Alphabet Inc
+6.73%
+$1.41M 
ANET Arista Networks, Inc.
+5.46%
+$292,579.66 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$124.53 
FTNT Fortinet Inc.
+4.99%
+$148,394.4 
RIG Transocean Ltd.
+4.72%
+$24.96 
YUMC Yum China Holdings Inc.
+3.68%
+$34.2 
KWR Quaker Chemical Corporation
+3.62%
+$56 
FERG Ferguson Enterprises Inc
+3.52%
+$47.82 
BIDU Baidu Inc.
+3.38%
+$10.89 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$444 
META Meta Platforms Inc Class A
+3.28%
+$436,943.3 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$1.66 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$90.24 
MSFT Microsoft Corp.
+3.02%
+$706,795.76 
NVDA NVIDIA Corporation
+2.93%
+$481,010.99 
GNRC Generac Holdings Inc.
+2.71%
+$46.8 
HIMS Hims & Hers Health, Inc.
+2.7%
+$21.9 
CVX Chevron Corporation
+2.35%
+$3,073.6 
CNC Centene Corporation
+2.27%
+$57.96 
BP BP p.l.c. Sponsored ADR
+2.26%
+$500 
LFVN LifeVantage Corporation
+2.23%
+$2.8 
EOG EOG Resources, Inc.
+2.19%
+$73.14 
DVN Devon Energy Corporation
+2.17%
+$28.8 
CSCO Cisco Systems, Inc.
+2.14%
+$879.66 
JBL Jabil Inc.
+2.12%
+$89,441.38 
PSA Public Storage Common Stock
+2.12%
+$672 
TPL Texas Pacific Land Corporation
+2.11%
+$99.96 
KEYS Keysight Technologies, Inc.
+2.04%
+$236.43 
OXY Occidental Petroleum Corporation
+2%
+$1,142.4 
AM Antero Midstream Corporation
+1.95%
+$210 
CRM Salesforce Inc
+1.83%
+$13.24 
ZTS Zoetis Inc.
+1.66%
+$8.82 
SHEL Shell plc
+1.62%
+$326.34 
FANG Diamondback Energy Inc
+1.59%
+$3.18 
AIT Applied Industrial Technologies Inc.
+1.58%
+$19,151.21 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$191,374.76 
HPQ HP Inc.
+1.53%
+$128.33 
VZ Verizon Communications Inc.
+1.52%
+$1,245.3 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$3,822.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$167,575.68 
GE General Electric Company
+1.42%
+$3,214.17 
SLB Schlumberger Limited
+1.39%
+$27.2 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$167.64 
LAR Lithium Argentina AG
+1.35%
+$108.8 
CMCSA Comcast Corp
+1.23%
+$18.57 
WFC Wells Fargo & Company
+1.19%
+$9,062.7 
RMD ResMed Inc.
+1.16%
+$12.1 
ITW Illinois Tool Works Inc.
+1.15%
+$56,985.5 
MSI Motorola Solutions, Inc.
+1.14%
+$69.02 
VUG Vanguard Growth ETF
+1.1%
+$66,976.74 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$1,175.68 
NOW ServiceNow, Inc.
+1.05%
+$638 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$111,579.88 
CW Curtiss-Wright Corporation
+1.02%
+$4,462.74 
TDY Teledyne Technologies Incorporated
+0.98%
+$1,533.6 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$28 
TTE TotalEnergies SE
+0.95%
+$20.75 
OEF iShares S&P 100 ETF
+0.95%
+$49,508.98 
ASTS AST SpaceMobile, Inc.
+0.92%
+$7.56 
UNP Union Pacific Corporation
+0.92%
+$1,420.45 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$659.41 
EVLV Evolv Technologies Holdings, Inc.
+0.91%
+$2,000 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$2,944.62 
AMLP Alerian MLP ETF
+0.89%
+$90,287.89 
IBM International Business Machines Corporation
+0.86%
+$47,426.71 
GEV GE Vernova Inc.
+0.85%
+$1,321.29 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$1,685.69 
MCD McDonald's Corporation
+0.82%
+$3,029.41 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$126,222.5 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$82,380.02 
ECC Eagle Point Credit Company Inc.
+0.78%
+$6.45 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$19.11 
TSLA Tesla, Inc.
+0.76%
+$1,297.99 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,124.96 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$328.86 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$92,366.47 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1.11M 
VOO Vanguard S&P 500 ETF
+0.71%
+$947.71 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$2,403.48 
CAT Caterpillar Inc.
+0.7%
+$567 
ROP Roper Technologies Inc.
+0.7%
+$10.88 
IVV iShares Core S&P 500 ETF
+0.69%
+$730,828.8 
DOW Dow Inc.
+0.67%
+$25.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$444 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$29.07 
ET Energy Transfer L.P.
+0.59%
+$9.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$738.25 
GEN Gen Digital Inc.
+0.59%
+$6.4 
RJF Raymond James Financial Inc.
+0.58%
+$17,352.81 
MO Altria Group, Inc.
+0.57%
+$15.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,945.34 
GM General Motors Company
+0.52%
+$9.66 
FDRR Fidelity Dividend ETF for Rising Rates
+0.5%
+$43.18 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$27.6 
HON Honeywell International Inc.
+0.47%
+$45.36 
VALE Vale S.A.
+0.47%
+$7 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$8.12 
IYW iShares U.S. Technology ETF
+0.46%
+$52,995.85 
SNY Sanofi American Depositary Receipt
+0.44%
+$4.75 
DBC Invesco DB Commodity Index Tracking Fund
+0.44%
+$46.93 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,317.57 
PAYX Paychex Inc.
+0.44%
+$12,231.33 
RKLB Rocket Lab Corporation
+0.42%
+$540 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$20,587.39 
BRSP BrightSpire Capital Inc.
+0.4%
+$11.6 
PFE Pfizer Inc.
+0.4%
+$10 
OXLCG Oxford Lane Capital Corp. 7.95% Notes due 2032
+0.4%
+$113.5 
AVGO Broadcom Inc.
+0.37%
+$84,238.56 
PG Procter & Gamble Co
+0.37%
+$877.15 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$48,339.54 
BAC Bank of America Corporation
+0.36%
+$6.6 
GD General Dynamics Corporation
+0.32%
+$137.86 
MRK Merck & Co., Inc.
+0.32%
+$6.97 
CODI Compass Diversified Holdings
+0.3%
+$1.8 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$22,117.31 
JPM JPMorgan Chase & Co.
+0.27%
+$53,456.86 
FCPI Fidelity Stocks for Inflation ETF
+0.26%
+$46.01 
SO The Southern Company
+0.21%
+$80.6 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$32.86 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$79.5 
CMI Cummins Inc.
+0.19%
+$24,239.56 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$5,031.1 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$51,784.49 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$8,559.42 
USB U.S. Bancorp
+0.17%
+$97.35 
T AT&T Inc.
+0.17%
+$324.48 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$53,072.25 
MS Morgan Stanley
+0.17%
+$21,751.32 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$69.25 
USAC Usa Compression Partners L.P.
+0.15%
+$9.6 
CB Chubb Limited
+0.15%
+$2.65 
DELL Dell Technologies Inc.
+0.14%
+$6.72 
RFIX Simplify Bond Bull ETF
+0.12%
+$41.85 
ISRG Intuitive Surgical, Inc.
+0.1%
+$152.28 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$0.33 
C Citigroup Inc.
+0.1%
+$2.6 
AFL Aflac Inc.
+0.09%
+$9,140.52 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$226.98 
WMT Walmart Inc.
+0.09%
+$138.6 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$702.66 
ABT Abbott Laboratories
+0.09%
+$353.43 
UTZ Utz Brands, Inc.
+0.07%
+$0.5 
SOXX iShares Semiconductor ETF
+0.07%
+$108 
IAT iShares U.S. Regional Banks ETF
+0.05%
+$354.27 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$215.22 
DIS The Walt Disney Company
+0.03%
+$22.41 
SHV iShares Short Treasury Bond ETF
+0.03%
+$4.29 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$10.28 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$1.97 
ANSS Ansys, Inc.
0%
$0 
CSWC Capital Southwest Corporation
0%
$0 
DFS Discover Financial Services
0%
$0 
HOLX Hologic Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
IBTF iShares iBonds Dec 2025 Term Treasury ETF
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 GOLD
GOLD
0%
$0 HIMU
HIMU
0%
$0 LAC
LAC
0%
$0 G364
G3643J108
0%
$0 
GDDY Godaddy Inc.
-16.7%
-$66.36 
CTVA Corteva Inc.
-11.9%
-$1,520.09 
AAPL Apple Inc.
-7.35%
-$2.95M 
CMCO Columbus McKinnon Corporation
-7.3%
-$33.22 
NXPI NXP Semiconductors N.V.
-6.53%
-$96 
OKLO Oklo Inc.
-5.5%
-$56.5 
EXEL Exelixis Inc.
-5.25%
-$147 
CORZ Core Scientific, Inc.
-5%
-$446.9 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$328.5 
GDX VanEck Gold Miners ETF
-3.49%
-$6,579.4 
BOOT Boot Barn Holdings, Inc.
-3.48%
-$43.04 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$274.01 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$199.65 
CC Chemours Co.
-2.92%
-$30 
IBIT iShares Bitcoin Trust
-2.89%
-$5,489.74 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$897.9 
MOS Mosaic Company
-2.85%
-$39 
ETH Ethan Allen Interiors Inc
-2.84%
-$281.32 
HUMA Humacyte, Inc.
-2.83%
-$3.8 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$408.96 
PALL abrdn Physical Palladium Shares ETF
-2.6%
-$31 
ABBV AbbVie Inc.
-2.51%
-$217,417.88 
KMPR Kemper Corporation
-2.51%
-$1,812.59 
VAW Vanguard Materials ETF
-2.38%
-$81.45 
ARKK ARK Innovation ETF Fund
-2.28%
-$4.98 
AREC American Resources Corporation
-2.19%
-$80 
BA Boeing Company
-2.15%
-$1,685.04 
NEM Newmont Corporation
-2.14%
-$94.3 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$82.8 
SLV iShares Silver Trust
-2.13%
-$2,036.04 
GPK Graphic Packaging Holding Company
-2.1%
-$13.8 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$484.38 
DKS Dick's Sporting Goods, Inc.
-2%
-$163,908 
WSM Williams-Sonoma, Inc.
-2%
-$118,657.83 
NFLX Netflix, Inc.
-2%
-$42,748.8 
IBB iShares Biotechnology ETF
-1.87%
-$532.5 
APD Air Products and Chemicals, Inc.
-1.77%
-$31.86 
TOST Toast Inc.
-1.77%
-$17.4 
BHP BHP Group Ltd.
-1.64%
-$56.4 
URA Global X Uranium ETF
-1.64%
-$87.1 
LRCX Lam Research Corporation
-1.58%
-$18.8 
NLY Annaly Capital Management, Inc.
-1.56%
-$979.92 
OUNZ VanEck Merk Gold Trust
-1.52%
-$5,962.8 
PAG Penske Automotive Group Inc.
-1.5%
-$23.1 
GLD SPDR Gold Shares
-1.49%
-$3,467.53 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$71.4 
IAU iShares Gold Trust
-1.46%
-$237,062.7 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$324.5 
NI NiSource Inc.
-1.42%
-$7,184 
AVA Avista Corp.
-1.41%
-$34.8 
ACB Aurora Cannabis Inc.
-1.41%
-$0.08 
SLRC SLR Investment Corp.
-1.41%
-$259.56 
NKE Nike, Inc. - Class B
-1.37%
-$6.96 
DD DuPont de Nemours, Inc.
-1.32%
-$187.44 
FCX Freeport-McMoRan Inc.
-1.28%
-$36.45 
MDLZ Mondelez International, Inc.
-1.22%
-$19.25 
TJX The TJX Companies, Inc.
-1.21%
-$226,743.14 
ITB iShares U.S. Home Construction ETF
-1.18%
-$318.66 
NEE NextEra Energy, Inc.
-1.15%
-$1,616 
WRB W.R. Berkley Corporation
-1.15%
-$341.88 
DE Deere & Company
-1.13%
-$20.4 
PKG Packaging Corporation of America
-1.12%
-$54,296.19 
PTLO Portillo's Inc.
-1.08%
-$50 
LOW Lowe's Companies Inc.
-1.08%
-$183.87 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$26,479.74 
KO The Coca-Cola Company
-1.02%
-$4,685.4 
UPS United Parcel Service, Inc.
-1%
-$118.65 
EW Edwards Lifesciences Corporation
-0.98%
-$2,624.8 
XOM Exxon Mobil Corporation
-0.97%
-$97,366.14 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$1,136.2 
TEM Tempus AI, Inc.
-0.95%
-$1.68 
CRSP Crispr Therapeutics AG
-0.93%
-$1.8 
FIDI Fidelity International High Dividend ETF
-0.92%
-$77.76 
O Realty Income Corporation
-0.87%
-$56 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$2,515.05 
OCSL Oaktree Specialty Lending Corporation
-0.85%
-$7.5 
FE FirstEnergy Corp.
-0.82%
-$24 
PYPL PayPal Holdings Inc
-0.76%
-$1.76 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$81,242.01 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$30,332.4 
MA Mastercard Incorporated
-0.74%
-$1,700 
BLK BlackRock, Inc.
-0.73%
-$81,938.54 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$328.68 
IYH iShares U.S. Healthcare ETF
-0.7%
-$156 
MP MP Materials Corp.
-0.7%
-$42.05 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$47.12 
PDI Pimco Dynamic Income Fund
-0.68%
-$33 
MLI Mueller Industries Inc.
-0.67%
-$33,371.1 
LKQ LKQ Corporation
-0.66%
-$3.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$24.44 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$113,003.73 
GS The Goldman Sachs Group, Inc.
-0.63%
-$132,470.44 
EFA iShares MSCI EAFE ETF
-0.62%
-$722.7 
PM Philip Morris International Inc.
-0.61%
-$472 
AMCR Amcor plc
-0.6%
-$5.4 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$933.14 
SBUX Starbucks Corporation
-0.57%
-$240 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$19,705.26 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$3,107.64 
USRT iShares Core U.S. REIT ETF
-0.54%
-$2,440.89 
LLY Eli Lilly and Company
-0.53%
-$137,716.58 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$98,871.62 
XFLT XAI Octagon Floating Rate & Alternative Income Trust
-0.48%
-$3.24 
IWM iShares Russell 2000 ETF
-0.47%
-$2,924.54 
SPG Simon Property Group, Inc.
-0.46%
-$45,596.98 
WSO Watsco Inc.
-0.46%
-$16,608.25 
GABC German American Bancorp Inc.
-0.45%
-$869.4 
IEV iShares Europe ETF
-0.44%
-$33 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,072.36 
HD The Home Depot, Inc.
-0.42%
-$36,659 
MELI MercadoLibre, Inc.
-0.41%
-$7.78 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$67.68 
GL Globe Life Inc.
-0.4%
-$5.84 
MBB iShares MBS ETF
-0.4%
-$20,550.91 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$18.2 
OBDC Blue Owl Capital Corporation
-0.37%
-$15.28 
IMTB iShares Core 5-10 Year USD Bond ETF
-0.37%
-$1,796.8 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$261.66 
ABNB Airbnb, Inc.
-0.37%
-$56 
KVUE Kenvue Inc.
-0.36%
-$3.85 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$71.81 
FDVV Fidelity High Dividend ETF
-0.35%
-$29.7 
TFC Truist Financial Corporation
-0.33%
-$10.2 
IAK iShares U.S. Insurance ETF
-0.31%
-$32,907.94 
CBZ CBIZ Inc.
-0.31%
-$350.03 
VST Vistra Corp
-0.29%
-$3.87 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$879.16 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.27%
-$132.66 
FBND Fidelity Total Bond ETF
-0.27%
-$38.28 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$2,845.44 
IWN iShares Russell 2000 Value ETF
-0.25%
-$7.15 
BOE BlackRock Enhanced Global Dividend Trust
-0.25%
-$15 
A Agilent Technologies Inc.
-0.24%
-$21.76 
FISV Fiserv, Inc.
-0.24%
-$590.2 
COST Costco Wholesale Corporation
-0.24%
-$123.12 
FRME First Merchants Corporation
-0.23%
-$138 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$4.08 
VB Vanguard Small-Cap ETF
-0.22%
-$8.58 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$8,371.5 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$45,099.5 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$120,436.31 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$41.44 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$101.88 
IXN iShares Global Tech ETF
-0.21%
-$228.5 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.2%
-$100.42 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$2.25 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$36,091.9 
QS QuantumScape Corp
-0.19%
-$1.82 
IBTL iShares iBonds Dec 2031 Term Fund
-0.19%
-$92.76 
EPD Enterprise Products Partners L.P.
-0.18%
-$42 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$36.52 
EMN Eastman Chemical Company
-0.17%
-$2.4 
SOUN SoundHound AI Inc.
-0.16%
-$10 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$492.16 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.16%
-$621.76 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$8 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$0.32 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$1.65 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.15%
-$76.26 
ELV Elevance Health, Inc.
-0.15%
-$527.51 
IXUS iShares Core International Stock ETF
-0.15%
-$1,646.26 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$726.42 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.14%
-$45.29 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$1,954.29 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$9.31 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$435.3 
ICVT iShares Convertible Bond ETF
-0.13%
-$673.35 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,326.73 
PLTM GraniteShares Platinum Trust
-0.13%
-$2.38 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$635.95 
MUB iShares National Muni Bond ETF
-0.11%
-$1,543.56 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$58.8 
XLF Financial Select Sector SPDR Fund
-0.1%
-$19,283.22 
WBS Webster Financial Corporation
-0.1%
-$2 
TIP iShares TIPS Bond ETF
-0.1%
-$232.32 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$158.95 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$105.32 
BINC iShares Flexible Income Active ETF
-0.08%
-$2,599.86 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$352.88 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$11.48 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.06%
-$115.83 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$23.95 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$51.96 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$226.57 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$95.92 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$214.2 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$207.04 
V Visa Inc. Class A
-0.04%
-$5,703.05 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$44.34 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$1 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$154.2 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$6.03 
IGE iShares North American Natural Resources ETF
-0.02%
-$102.36 
TGT Target Corporation
-0.01%
-$0.7 Events
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Dividends
Dividend Analysis
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| Trades 1345 | Longs Won 959/1345 71% | Profit Factor 27.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.2M |
| Average Win $429,989.72 | Best Trade (Aug 14) $58.28M | Sharpe Ratio -11.41 |
| Average Loss -$39,054.93 | Worst Trade (Aug 26) -$1.46M | Z-Score 10.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m | Expectancy $295,379.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 64 | $8,677.84 | $8,855.68 | - | $177.84 | 2.05% | -0.245% |
| AAAU Goldman Sachs Physical Gold ETF | 550 | $11,239.53 | $21,961.5 | - | $10,721.97 | 95.4% | -1.456% |
| AAPL Apple Inc. | 120,395 | $23.71M | $37.19M | - | $13.48M | 56.84% | -7.354% |
| ABBV AbbVie Inc. | 33,604 | $5.23M | $8.43M | - | $3.21M | 61.37% | -2.513% |
| ABNB Airbnb, Inc. | 100 | $13,614 | $15,152 | - | $1,538 | 11.3% | -0.368% |
| ABT Abbott Laboratories | 3,927 | $432,245 | $415,083.9 | - | -$17,161.1 | -3.97% | +0.085% |
| ACB Aurora Cannabis Inc. | 2 | $9 | $5.58 | - | -$3.42 | -38% | -1.413% |
| AFL Aflac Inc. | 76,171 | $8.47M | $9.71M | - | $1.24M | 14.65% | +0.094% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 230 | $5,331.4 | $5,869.6 | - | $538.2 | 10.09% | +0.472% |
| AIT Applied Industrial Technologies Inc. | 3,573 | $805,140 | $1.23M | - | $428,295.29 | 53.2% | +1.577% |
| AM Antero Midstream Corporation | 500 | $6,265 | $10,985 | - | $4,720 | 75.34% | +1.949% |
| AMCR Amcor plc | 20 | $970 | $897.6 | - | -$72.4 | -7.46% | -0.598% |
| AMLP Alerian MLP ETF | 184,261 | $7.84M | $10.19M | - | $2.36M | 30.05% | +0.894% |
| AMZN Amazon.com Inc | 56,709 | $9.2M | $15.4M | - | $6.2M | 67.46% | +15.321% |
| ANET Arista Networks, Inc. | 31,359 | $3.47M | $5.66M | - | $2.19M | 63.17% | +5.456% |
| ANSS Ansys, Inc. | 6 | $1,912 | $1,912 | - | - | - | 0.0 |
| APD Air Products and Chemicals, Inc. | 6 | $1,787 | $1,769.34 | - | -$17.66 | -0.99% | -1.769% |
| AREC American Resources Corporation | 2,000 | $2,980 | $3,580 | - | $600 | 20.13% | -2.186% |
| ARKK ARK Innovation ETF Fund | 3 | $158 | $213.72 | - | $55.72 | 35.27% | -2.277% |
| ASTS AST SpaceMobile, Inc. | 14 | $367 | $825.72 | - | $458.72 | 124.99% | +0.924% |
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FAQ
Which stocks have generated the highest profits for Leslie D. Thompson?
The largest contributions to the portfolio's profits come from the following stocks: FT Vest Rising Dividend Achievers Fund - $5.65M, iShares Core S&P 500 ETF - $5.4M, SPDR S&P 500 ETF Trust - $3.95M, Broadcom Inc - $2.81M, and iShares MSCI EAFE Value ETF - $2.63M. 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: Accenture plc Class A - $1.29M, Builders FirstSource, Inc - $776,661.07, Marathon Petroleum Corporation - $685,302.98, Arista Networks, Inc - $565,154.89, and Best Buy Co., Inc - $543,949.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Leslie D. Thompson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $40.5M earned over time. The largest contributors to dividend income include FT Vest Rising Dividend Achievers Fund - $5.63M, SPDR S&P 500 ETF Trust - $3.72M, iShares Core S&P 500 ETF - $2.89M, iShares Core Universal USD Bond ETF - $2.15M, and iShares MSCI EAFE Value ETF - $1.91M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Leslie D. Thompson's monthly returns?
Leslie D. Thompson's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Leslie D. Thompson's strategy be considered aggressive or moderate?
Leslie D. Thompson'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 Leslie D. Thompson's strategy?
Leslie D. Thompson'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.
