KE
Kathleen Engler Portfolio
Invests via Baader Bank Aktiengesellschaft | Managed by Nico Baader, Oliver Riedel
Invests via Baader Bank Aktiengesellschaft
Managed by Nico Baader, Oliver Riedel
Automatically Tracked
Kathleen Engler Profile
Kathleen Engler is a seasoned executive in the healthcare sector, renowned for her leadership and strategic acumen. With a robust background in operational management, she has successfully spearheaded initiatives aimed at optimizing service delivery within hospitals and health systems. Her expertise spans regulatory compliance, performance improvement, and patient engagement strategies that drive both quality outcomes and financial sustainability. Known for fostering cross-functional collaboration among clinical and administrative teams, Kathleen plays a pivotal role in navigating complex challenges while enhancing organizational effectiveness. As an advocate for innovative healthcare solutions, she continues to influence industry standards and improve patient care experiences.
Kathleen Engler is a seasoned executive in the healthcare sector, renowned for her leadership and strategic acumen. With a robust background in operational management, she has successfully spearheaded initiatives aimed at optimizing service delivery within hospitals and health systems. Her expertise spans regulatory compliance, performance improvement, and patient engagement strategies that drive both quality outcomes and financial sustainability. Known for fostering cross-functional collaboration among clinical and administrative teams, Kathleen plays a pivotal role in navigating complex challenges while enhancing organizational effectiveness. As an advocate for innovative healthcare solutions, she continues to influence industry standards and improve patient care experiences.
Investment Philosophy & Strategy
Opportunity in the healthcare sector often aligns with strategic improvements driven by leadership insights. Kathleen Engler leverages her extensive experience to identify innovative solutions that address pressing challenges in service delivery and operational efficiency. Her approach emphasizes transformative strategies, focusing on collaboration between clinical and administrative sectors to enhance patient outcomes while ensuring fiscal responsibility. This alignment of quality care with financial sustainability enables a robust platform for growth, positioning organizations favorably within an evolving market landscape. With a keen eye on regulatory developments and performance metrics, she navigates complexities adeptly, maintaining a commitment to excellence in healthcare services.
Opportunity in the healthcare sector often aligns with strategic improvements driven by leadership insights. Kathleen Engler leverages her extensive experience to identify innovative solutions that address pressing challenges in service delivery and operational efficiency. Her approach emphasizes transformative strategies, focusing on collaboration between clinical and administrative sectors to enhance patient outcomes while ensuring fiscal responsibility. This alignment of quality care with financial sustainability enables a robust platform for growth, positioning organizations favorably within an evolving market landscape. With a keen eye on regulatory developments and performance metrics, she navigates complexities adeptly, maintaining a commitment to excellence in healthcare services.
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:
63.59%
Gain +0.11%
Monthly
0.86%
Yearly
10.78%
Drawdown
17.57%
$1.21B
Equity
Holdings
$1.21B
Investment
$884.96M
$1.21B
Profit +$1.34M
Realized
$863.15M
Unrealized
$342.62M
Dividends
$45.13M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.11%
Profit
$1.34M
Win %
59%
This Week
Compared To Last Week
Gain
1.01%
Profit
$12.14M
Win %
59%
This Month
Compared to last month
Gain
0.33%
Profit
$3.96M
Win %
59%
This Year
Compared to last year
Gain
17.85%
Profit
$183.21M
Win %
58%
HKIT Hitek Global Inc.
+8.5%
+$1.52 
ROIV Roivant Sciences Ltd
+5.38%
+$26,329.4 
CEG Constellation Energy Corporation
+4.6%
+$15,565.19 
VRT Vertiv Holdings Co
+4.22%
+$18,081.91 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+4.02%
+$99,172.44 
IBM International Business Machines Corporation
+3.94%
+$43,044.53 
TSLA Tesla, Inc.
+3.41%
+$33,877.83 
ETN Eaton Corporation plc
+3.13%
+$18,872.88 
TER Teradyne, Inc.
+2.64%
+$189,302.79 
NVDA NVIDIA Corporation
+2.54%
+$676,687 
GH Guardant Health Inc.
+2.5%
+$68,787.07 
CTSH Cognizant Technology Solutions Corporation
+2.01%
+$20,114.34 
NRG NRG Energy, Inc.
+2%
+$5,082.28 
CDNS Cadence Design Systems, Inc.
+1.94%
+$97,426.91 
ANET Arista Networks, Inc.
+1.73%
+$91,342.6 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+1.68%
+$20,340 
NDAQ Nasdaq, Inc.
+1.39%
+$3,501.96 
DAL Delta Air Lines, Inc.
+1.32%
+$12,008.9 
QCOM QUALCOMM Incorporated
+1.28%
+$92,747.66 
HST Host Hotels & Resorts Inc.
+1.17%
+$12,577.3 
AVGO Broadcom Inc.
+1.03%
+$82,244.3 
AMAT Applied Materials, Inc.
+0.98%
+$74,594.33 
TRV The Travelers Companies, Inc.
+0.81%
+$6,501.2 
DE Deere & Company
+0.69%
+$41,850.43 
LBRT Liberty Energy Inc.
+0.66%
+$1,210 
AEM Agnico Eagle Mines Limited
+0.6%
+$5,574.42 
LUV Southwest Airlines Co.
+0.58%
+$2,260.9 
PEP PepsiCo, Inc.
+0.51%
+$2,617.32 
CVX Chevron Corporation
+0.47%
+$5,400.24 
META Meta Platforms Inc Class A
+0.47%
+$223,332.56 
NEM Newmont Corporation
+0.32%
+$5,036.81 
LGO Largo Inc.
+0.3%
+$32.57 
FSLR First Solar, Inc.
+0.22%
+$1,847.48 
VGZ Vista Gold Corp.
+0.18%
+$73.5 
CAN Canaan Inc.
+0.17%
+$7.55 
REKR Rekor Systems Inc.
+0.15%
+$12.09 
BNTX BioNTech SE
+0.13%
+$16,371 
XOM Exxon Mobil Corporation
+0.13%
+$19,474.45 
MAPS WM Technology, Inc.
+0.13%
+$140 
OCGN Ocugen Inc.
+0.06%
+$18.74 
BATL Battalion Oil Corporation
+0.06%
+$12.65 
EXK Endeavour Silver Corp.
+0.06%
+$55.41 
TCX Tucows Inc.
+0.06%
+$816.35 
FCX Freeport-McMoRan Inc.
+0.04%
+$216.72 
VALE Vale S.A.
+0.04%
+$50 
DB Deutsche Bank AG
+0.02%
+$1,224.57 
APA APA Corporation
+0.01%
+$39.8 
INCY Incyte Corporation
0%
+$21.71 
AA Alcoa Corporation
0%
$0 
AAPL Apple Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ACB Aurora Cannabis Inc.
0%
$0 
ACGL Arch Capital Group Ltd
0%
$0 
ACN Accenture plc Class A
0%
$0 
ADI Analog Devices, Inc.
0%
-$0.06 
ADBE Adobe Inc.
0%
+$0.91 
ADM Archer-Daniels-Midland Co
0%
$0 
AER AerCap Holdings N.V.
0%
$0 
AFL Aflac Inc.
0%
$0 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
AGX Argan Inc.
0%
+$0.05 
AIG American International Group Inc.
0%
$0 
ALC Alcon Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
+$0.01 
APH Amphenol Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
-$0.05 
APPS Digital Turbine Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
-$0.01 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
ASM Avino Silver & Gold Mines Ltd.
0%
$0 
ASTS AST SpaceMobile, Inc.
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BE Bloom Energy Corporation
0%
-$0.18 
BG Bunge Global S.A.
0%
$0 
BIDU Baidu Inc.
0%
$0 
BIPC Brookfield Infrastructure Partners L.P.
0%
-$0.01 
BKNG Booking Holdings Inc.
0%
$0 
BKR Baker Hughes Company
0%
$0 
BLK BlackRock, Inc.
0%
+$0.06 
BMY Bristol-Myers Squibb Company
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
-$0.02 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CBRE CBRE Group Inc.
0%
$0 
CCJ Cameco Corporation
0%
$0 
CDE Coeur Mining, Inc.
0%
$0 
CGAU Centerra Gold Inc.
0%
$0 
CHTR Charter Communications Inc
0%
-$0.01 
CIB Bancolombia S.A.
0%
$0 
CI The Cigna Group
0%
+$0.02 
CIEN Ciena Corporation
0%
+$0.14 
CLMT Calumet, Inc.
0%
-$0.01 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMI Cummins Inc.
0%
-$0.05 
CNC Centene Corporation
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COIN Coinbase Global, Inc.
0%
+$0.15 
COHR Coherent Corp.
0%
$0 
COR Cencora, Inc.
0%
-$0.02 
COP ConocoPhillips
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
-$0.21 
CRDL Cardiol Therapeutics Inc.
0%
$0 
CRM Salesforce Inc
0%
-$0.75 
CRH CRH plc
0%
$0 
CRS Carpenter Technology Corporation
0%
$0 
CRON Cronos Group Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
DECK Deckers Outdoor Corporation
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
DHR Danaher Corporation
0%
+$0.1 
DNN Denison Mines Corp.
0%
$0 
DOCN DigitalOcean Holdings Inc.
0%
$0 
DOCU DocuSign Inc.
0%
$0 
DOV Dover Corporation
0%
$0 
DUOL Duolingo, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
EH Ehang Holdings Ltd.
0%
$0 
EME EMCOR Group, Inc.
0%
-$0.02 
ERO Ero Copper Corp.
0%
$0 
EXPD Expeditors International of Washington, Inc.
0%
$0 
EXPE Expedia Group, Inc.
0%
+$0.02 
EW Edwards Lifesciences Corporation
0%
$0 
F Ford Motor Company
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FCNCA First Citizens BancShares, Inc.
0%
-$0.02 
FERG Ferguson Enterprises Inc
0%
+$0.1 
FIX Comfort Systems USA, Inc.
0%
-$0.05 
FIVE Five Below, Inc.
0%
$0 
FNV Franco-Nevada Corporation
0%
$0 
FOXA Fox Corporation
0%
$0 
FRO Frontline plc
0%
$0 
FTI TechnipFMC plc
0%
$0 
GDS GDS Holdings Ltd. - ADR
0%
$0 
GE General Electric Company
0%
$0 
GEVO Gevo Inc.
0%
$0 
GFL GFL Environmental Inc.
0%
$0 
GIB CGI Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GLDG Goldmining Inc.
0%
$0 
GM General Motors Company
0%
-$0.06 
GLW Corning Incorporated
0%
-$0.08 
GOOGL Alphabet Inc
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPN Global Payments Inc.
0%
$0 
GOSS Gossamer Bio Inc.
0%
$0 
GRAB Grab Holdings Limited
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GRWG GrowGeneration Corp.
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HEI Heico Corporation
0%
-$0.1 
HITI High Tide Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HL Hecla Mining Company
0%
$0 
HON Honeywell International Inc.
0%
+$0.05 
HOOD Robinhood Markets, Inc.
0%
$0 
HRL Hormel Foods Corporation
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IAG Iamgold Corporation
0%
$0 
IAUX I-80 Gold Corp.
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
IEX IDEX Corporation
0%
$0 
IIPR Innovative Industrial Properties Inc.
0%
$0 
IMO Imperial Oil Limited
0%
+$0.07 
IMUX Immunic, Inc.
0%
$0 
INTU Intuit Inc.
0%
+$0.01 
INTR Inter & Co, Inc.
0%
$0 
IPI Intrepid Potash Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JBL Jabil Inc.
0%
-$0.02 
JBHT J.B. Hunt Transport Services, Inc.
0%
-$0.02 
JEF Jefferies Financial Group Inc.
0%
-$0.09 
JD JD.com Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
KC Kingsoft Cloud Holdings Limited
0%
$0 
KGC Kinross Gold Corporation
0%
$0 
KEY KeyCorp
0%
$0 
KLAC KLA Corporation
0%
+$0.09 
KO The Coca-Cola Company
0%
$0 
KR Kroger Co.
0%
$0 
KT KT Corporation
0%
$0 
L Loews Corporation
0%
$0 
LEN Lennar Corporation
0%
$0 
LITE Lumentum Holdings Inc.
0%
+$0.06 
LINC Lincoln Educational Services Corporation
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMND Lemonade Inc.
0%
$0 
LNG Cheniere Energy Inc.
0%
+$0.03 
LRCX Lam Research Corporation
0%
$0 
LXU Lsb Industries Inc.
0%
$0 
LYB LyondellBasell Industries N.V.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MAMA Mama's Creations Inc.
0%
$0 
MCD McDonald's Corporation
0%
$0 
MEOH Methanex Corporation
0%
$0 
MELI MercadoLibre, Inc.
0%
$0 
MET MetLife Inc.
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MINE Minerco, Inc.
0%
$0 
MNST Monster Beverage Corporation
0%
+$0.03 
MNTK Montauk Renewables Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
-$0.01 
MS Morgan Stanley
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSTR Strategy Inc.
0%
$0 
MSI Motorola Solutions, Inc.
0%
-$0.01 
MTB M&T Bank Corporation
0%
+$0.02 
MTD Mettler-Toledo International Inc.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOW ServiceNow, Inc.
0%
-$0.07 
NTES NetEase, Inc. American Depositary Receipt
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NTAP NetApp, Inc.
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
NU Nu Holdings Ltd.
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
0%
$0 
NVMI Nova Ltd.
0%
$0 
NVR NVR, Inc.
0%
$0 
OGI Organigram Global Inc.
0%
-$0.01 
ON ON Semiconductor Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
OPRA Opera Limited ADR
0%
$0 
OTEX Open Text Corporation
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PAAS Pan American Silver Corp.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PDD PDD Holdings Inc. American Depositary Shares
0%
$0 
PFE Pfizer Inc.
0%
$0 
PGR Progressive Corporation
0%
-$0.04 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PLUG Plug Power Inc.
0%
$0 
PLX Protalix Biotherapeutics Inc.
0%
$0 
PNR Pentair plc
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
+$0.01 
PTEN Patterson-UTI Energy Inc.
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
QBTS D-Wave Quantum Inc.
0%
$0 
QGEN QIAGEN N.V.
0%
$0 
RACE Ferrari N.V.
0%
-$0.03 
REI Ring Energy Inc.
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
-$0.14 
RF Regions Financial Corporation
0%
$0 
RGTI Rigetti Computing Inc
0%
$0 
RKLB Rocket Lab Corporation
0%
$0 
RMD ResMed Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
-$0.01 
ROL Rollins, Inc.
0%
$0 
ROST Ross Stores, Inc.
0%
+$0.04 
RUN Sunrun Inc.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SLI Standard Lithium Ltd.
0%
$0 
SMCI Super Micro Computer Inc
0%
$0 
SMG Scotts Miracle-Gro Co.
0%
$0 
SNDL Sundial Growers Inc.
0%
$0 
SNAP Snap Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SPOT Spotify Technology S.A.
0%
+$0.02 
STLD Steel Dynamics Inc.
0%
$0 
STLA Stellantis N.V.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SYK Stryker Corporation
0%
-$0.16 
SYF Synchrony Financial
0%
$0 
TDG TransDigm Group Inc.
0%
+$0.02 
TECH Bio-Techne Corporation
0%
$0 
TEL TE Connectivity plc
0%
$0 
TFX Teleflex Incorporated
0%
-$0.39 
TFC Truist Financial Corporation
0%
$0 
TGT Target Corporation
0%
$0 
THC Tenet Healthcare Corporation
0%
+$0.02 
TLRY Tilray Brands, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TPB Turning Point Brands Inc.
0%
$0 
TPR Tapestry Inc.
0%
$0 
TRVG Trivago N.V. ADR
0%
$0 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
0%
-$0.2 
TT Trane Technologies plc
0%
+$0.03 
TTE TotalEnergies SE
0%
+$0.57 
TTMI TTM Technologies, Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBS UBS Group AG
0%
$0 
ULTA Ulta Beauty Inc.
0%
+$0.56 
URI United Rentals, Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
USFD US Foods Holding Corp
0%
$0 
V Visa Inc. Class A
0%
$0 
VFF Village Farms International Inc.
0%
$0 
VIPS Vipshop Holdings Ltd - ADR
0%
$0 
VIST Vista Energy, S.A.B. de C.V.
0%
$0 
VMD Viemed Healthcare Inc.
0%
$0 
VLO Valero Energy Corporation
0%
+$0.04 
VNT Vontier Corporation
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.11 
VZLA Vizsla Silver Corp.
0%
$0 
WAB Wabtec Corporation
0%
-$0.02 
WDH Waterdrop Inc.
0%
$0 
WDAY Workday Inc.
0%
$0 
WDC Western Digital Corporation
0%
+$0.14 
WFC Wells Fargo & Company
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
WSM Williams-Sonoma, Inc.
0%
+$0.03 
WTW Willis Towers Watson Public Limited Company
0%
$0 
YUMC Yum China Holdings Inc.
0%
-$0.02 
ZM Zoom Video Communications, Inc.
0%
$0 
ZTS Zoetis Inc.
0%
+$0.04 
KSPI JSC Kaspi.kz American Depositary Receipt
0%
$0 
FISV Fiserv, Inc.
0%
$0 
GEV GE Vernova Inc.
0%
+$0.02 
QXO Qxo Inc.
0%
$0 
NBIS Nebius Group N.V.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PONY Pony AI Inc.
0%
$0 
TE T1 Energy Inc.
0%
$0 
DYNC Dynamix Corporation
0%
$0 
ALM Almonty Industries Inc.
0%
$0 
ELVR Sayona Mining Ltd
0%
$0 
KLAR Klarna Group Plc
0%
$0 
SUNB Sunbelt Rentals Holdings, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
PBR-A Petróleo Brasileiro S.A. - Petrobras
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
PAYP PayPay Corporation
0%
$0 TOUR
TOUR
0%
$0 CGC
CGC
-84.21%
-$1,551.34 
BITF Bitfarms Ltd.
-30.74%
-$350.89 
SGMO Sangamo Therapeutics Inc.
-9.16%
-$155.11 
NFLX Netflix, Inc.
-5.31%
-$80,139.38 
DSGN Design Therapeutics, Inc.
-3.33%
-$4,733.04 
SE Sea Ltd.
-3.1%
-$22,659 
TMUS T-Mobile US, Inc.
-2.54%
-$5,976 
BSX Boston Scientific Corporation
-2.35%
-$12,593.9 
ABT Abbott Laboratories
-1.89%
-$13,046.5 
GILD Gilead Sciences Inc.
-1.88%
-$24,460.72 
LVS Las Vegas Sands Corp.
-1.73%
-$10,680.78 
DG Dollar General Corporation
-1.54%
-$11,712.06 
ALB Albemarle Corporation
-1.36%
-$2,965.3 
CMCSA Comcast Corp
-1.25%
-$5,312.16 
PM Philip Morris International Inc.
-1.22%
-$8,310.57 
RSG Republic Services, Inc.
-1.14%
-$73,939.74 
TJX The TJX Companies, Inc.
-1%
-$12,386.22 
ERAS Erasca, Inc.
-0.89%
-$2,340 
BIIB Biogen Inc.
-0.87%
-$65,298.12 
CB Chubb Limited
-0.78%
-$7,750.37 
NEE NextEra Energy, Inc.
-0.73%
-$4,791.96 
BX Blackstone Inc.
-0.7%
-$1,603.14 
PAYC Paycom Software, Inc.
-0.5%
-$91,044.3 
LIN Linde plc
-0.26%
-$114,671.49 
AMZN Amazon.com Inc
-0.1%
-$88,520.38 
OMEX Odyssey Marine Exploration Inc.
-0.05%
-$0.2 
WMT Walmart Inc.
-0.04%
-$3,663.95 
FURY Fury Gold Mines Limited
-0.04%
-$4.08 
MREO Mereo BioPharma Group plc - ADR
-0.03%
-$1.23 
DEFT Defi Technologies Inc.
-0.02%
-$1.1 
JPM JPMorgan Chase & Co.
-0.02%
-$2,145.6 
HLT Hilton Worldwide Holdings Inc.
0%
-$71.08 Events
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Dividends
Dividend Analysis
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| Trades 5418 | Longs Won 2829/5418 52% | Profit Factor 3.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.78M |
| Average Win $601,660.73 | Best Trade (Dec 31) $712.37M | Sharpe Ratio -10.2 |
| Average Loss -$191,704.85 | Worst Trade (Dec 30) -$18.6M | Z-Score -14.93 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w | Expectancy $222,549.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.01% | 0.12% | 0.59% | 2.05% | 5.7% | 13.53% | 28.61% | 55.38% |
| Consecutive Losing Trades | 6,329 | 5,696 | 5,063 | 4,430 | 3,797 | 3,165 | 2,532 | 1,899 | 1,266 | 633 |
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Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 36,036 | $2.39M | $1.47M | - | -$920,359.44 | -38.5% | 0.0 |
| AAPL Apple Inc. | 90,193 | $19.82M | $30.62M | - | $10.8M | 54.46% | 0.0 |
| ABBV AbbVie Inc. | 7,380 | $1.57M | $2.13M | - | $562,188.19 | 35.78% | 0.0 |
| ABNB Airbnb, Inc. | 64,653 | $7.38M | $11.44M | - | $4.06M | 54.96% | 0.0 |
| ABT Abbott Laboratories | 6,725 | $851,488.21 | $675,929.75 | - | -$175,558.46 | -20.62% | -1.894% |
| ACB Aurora Cannabis Inc. | 33,060 | $158,418.35 | $131,248.2 | - | -$27,170.15 | -17.15% | 0.0 |
| ACGL Arch Capital Group Ltd | 4,345 | $417,076.55 | $440,105.05 | - | $23,028.5 | 5.52% | 0.0 |
| ACN Accenture plc Class A | 28,867 | $8.69M | $6.9M | - | -$1.79M | -20.55% | 0.0 |
| ADBE Adobe Inc. | 90,538 | $32.62M | $23.24M | - | -$9.38M | -28.75% | 0.0 |
| ADI Analog Devices, Inc. | 4,656 | $1.22M | $1.85M | - | $627,120.94 | 51.34% | 0.0 |
| ADM Archer-Daniels-Midland Co | 6,866 | $394,726.34 | $552,438.36 | - | $157,712.02 | 39.95% | 0.0 |
| AEM Agnico Eagle Mines Limited | 5,022 | $550,653.06 | $940,921.92 | - | $390,268.86 | 70.87% | +0.596% |
| AER AerCap Holdings N.V. | 2,955 | $424,810.8 | $426,761.1 | - | $1,950.3 | 0.46% | 0.0 |
| AFL Aflac Inc. | 3,748 | $411,193.08 | $450,771.96 | - | $39,578.88 | 9.63% | 0.0 |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 23,609 | $590,212.54 | $590,697.18 | - | $484.64 | 0.08% | 0.0 |
| AGX Argan Inc. | 5,030 | $1.58M | $1.76M | - | $175,749.75 | 11.1% | 0.0 |
| AIG American International Group Inc. | 5,208 | $445,544.4 | $426,431.04 | - | -$19,113.36 | -4.29% | 0.0 |
| ALB Albemarle Corporation | 2,281 | $349,782.81 | $215,486.07 | - | -$134,296.74 | -38.39% | -1.357% |
| ALC Alcon Inc. | 20,794 | $1.84M | $1.41M | - | -$425,237.3 | -23.16% | 0.0 |
| ALL Allstate Corporation | 3,254 | $698,449.17 | $813,207.14 | - | $114,757.97 | 16.43% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Kathleen Engler?
The largest contributions to the portfolio's profits come from the following stocks: O'Reilly Automotive Inc - $714.51M, NVIDIA Corporation - $57.42M, Oracle Corporation - $23.36M, Walmart Inc - $17.57M, and Microsoft Corp - $16.77M. 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: Charter Communications Inc - $24.44M, BioNTech SE - $20.74M, Cable One Inc - $20.26M, Montauk Renewables Inc - $15.43M, and PayPal Holdings Inc - $11.71M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kathleen Engler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $45.13M earned over time. The largest contributors to dividend income include Microsoft Corp - $3.16M, Linde plc - $1.83M, Johnson & Johnson - $1.29M, QUALCOMM Incorporated - $1.23M, and Oracle Corporation - $1.17M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kathleen Engler's monthly returns?
Kathleen Engler'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 Kathleen Engler's strategy be considered aggressive or moderate?
Kathleen Engler'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 Kathleen Engler's strategy?
Kathleen Engler's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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