Timothy R. Guthrie Portfolio
Invests via Bullseye Investment Management LLC | Managed by Timothy R. Guthrie
Invests via Bullseye Investment Management LLC
Managed by Timothy R. Guthrie
Automatically Tracked
Timothy R. Guthrie Profile
Timothy R. Guthrie has established himself as a significant figure in the realm of private investment and entrepreneurship. With a background deeply rooted in business development, he has successfully led multiple ventures through critical growth phases, effectively enhancing their market presence. His insights into market dynamics have been vital for strategic decisions that drive profitability and scalability within diverse industries. By leveraging his experience across operational leadership roles, he facilitates robust partnerships that yield long-term value creation. Recognized for his innovative approach to capital allocation, he continually identifies emerging opportunities that resonate with contemporary investment trends.
Timothy R. Guthrie has established himself as a significant figure in the realm of private investment and entrepreneurship. With a background deeply rooted in business development, he has successfully led multiple ventures through critical growth phases, effectively enhancing their market presence. His insights into market dynamics have been vital for strategic decisions that drive profitability and scalability within diverse industries. By leveraging his experience across operational leadership roles, he facilitates robust partnerships that yield long-term value creation. Recognized for his innovative approach to capital allocation, he continually identifies emerging opportunities that resonate with contemporary investment trends.
Investment Philosophy & Strategy
With a strong focus on entrepreneurial thinking, Timothy R. Guthrie pursues investment opportunities that align with innovation and market disruptions. His strategic mindset allows him to identify sectors ripe for transformation, particularly those characterized by rapid technological advancements. By leveraging his extensive experience in business development and operational excellence, he actively seeks partnerships that foster growth while emphasizing long-term value creation. The ability to navigate complex market landscapes informs his approach to capital allocation, making him adept at harnessing emerging trends for sustainable profitability.
With a strong focus on entrepreneurial thinking, Timothy R. Guthrie pursues investment opportunities that align with innovation and market disruptions. His strategic mindset allows him to identify sectors ripe for transformation, particularly those characterized by rapid technological advancements. By leveraging his extensive experience in business development and operational excellence, he actively seeks partnerships that foster growth while emphasizing long-term value creation. The ability to navigate complex market landscapes informs his approach to capital allocation, making him adept at harnessing emerging trends for sustainable profitability.
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:
35.86%
Gain -0.44%
Monthly
0.26%
Yearly
3.22%
Drawdown
16.63%
$194.81M
Equity
Holdings
$194.81M
Investment
$180.8M
$25.2M
Profit -$833,089.17
Realized
$11.18M
Unrealized
$14.02M
Dividends
$15.54M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$833,089.17
Win %
74%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$1.02M
Win %
74%
This Month
Compared to last month
Gain
-0.16%
Profit
-$310,825.77
Win %
74%
This Year
Compared to last year
Gain
-0.01%
Profit
-$21,375.42
Win %
71%
PANW Palo Alto Networks, Inc.
+6.35%
+$3,606.4 
CRWD CrowdStrike Holdings, Inc.
+5.93%
+$564.4 
VNOM Viper Energy, Inc. Class A Common Stock
+3.89%
+$21.18 
COP ConocoPhillips
+3.77%
+$274.5 
LNG Cheniere Energy Inc.
+3.54%
+$741.68 
PAA Plains All American Pipeline, L.P. Common Units
+3.26%
+$1,674.79 
NFGC New Found Gold Corp.
+3.19%
+$145 
MU Micron Technology Inc.
+3.11%
+$613.41 
VSAT Viasat Inc.
+2.95%
+$715.14 
ORCU Direxion Daily ORCL Bull 2X ETF
+2.8%
+$403.5 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+2.52%
+$720.65 
XLE State Street Energy Select Sector SPDR ETF
+2.49%
+$2,898.2 
HONA Honeywell Aerospace Inc.
+2.44%
+$99.5 
CVX Chevron Corporation
+2.44%
+$8,510.69 
KMI Kinder Morgan Inc.
+2.37%
+$240 
XOM ExxonMobil Holdings Corporation
+2.27%
+$2,440.16 
LMT Lockheed Martin Corporation
+2.25%
+$332.5 
TSMX Direxion Daily TSM Bull 2X ETF
+2.04%
+$127.28 
FIG Figma Inc. Class A Common Stock
+1.97%
+$49.87 
SKYY First Trust Cloud Computing ETF
+1.88%
+$1,081.5 
ET Energy Transfer LP
+1.82%
+$798.98 
NTAP NetApp, Inc.
+1.75%
+$11.16 
AMLP Alerian MLP ETF
+1.7%
+$21,637.68 
PBA Pembina Pipeline Corp.
+1.66%
+$82 
MPLX MPLX LP
+1.57%
+$91.5 
AMD Advanced Micro Devices Inc.
+1.47%
+$567.72 
APH Amphenol Corp. Class A Common Stock
+1.45%
+$16.96 
SPCX Space Exploration Technologies Corp. Class A
+1.44%
+$8,238.78 
ORCL Oracle Corporation
+1.44%
+$20,710.88 
IGV iShares Expanded Tech-Software Sector ETF
+1.42%
+$2,479.72 
ASTS AST SpaceMobile Inc.
+1.34%
+$3.64 
INTC Intel Corporation
+1.29%
+$2.2 
CSCO Cisco Systems, Inc.
+1.28%
+$1,815.47 
MSFU Direxion Daily MSFT Bull 2X Shares
+1.17%
+$3,354.39 
GLW Corning Incorporated
+0.99%
+$89.79 
FTHY First Trust High Yield Opportunities 2027 Term Fund
+0.86%
+$1,505.9 
RMD ResMed Inc.
+0.85%
+$642 
ASML ASML Holding N.V. NY Registered Shares
+0.81%
+$126.7 
QCOM QUALCOMM Incorporated
+0.81%
+$35 
MSFT Microsoft Corporation Common Stock
+0.75%
+$40,148.64 
RVMD Revolution Medicines, Inc.
+0.75%
+$16.92 
HUM Humana Inc.
+0.68%
+$88.97 
XPND First Trust Expanded Technology ETF
+0.65%
+$4,448.61 
ROK Rockwell Automation Inc.
+0.55%
+$566.28 
GDLC Grayscale Digital Large Cap Fund LLC
+0.44%
+$24 
SHOP Shopify Inc.
+0.41%
+$1.37 
ABBV AbbVie Inc.
+0.38%
+$736.84 
HBM Hudbay Minerals Inc.
+0.36%
+$100 
AVL Direxion Daily AVGO Bull 2X Shares
+0.34%
+$1,897.2 
FV First Trust Dorsey Wright Focus 5 ETF
+0.33%
+$367.5 
AVGO Broadcom Inc.
+0.29%
+$7,923.26 
BA The Boeing Company
+0.28%
+$112.84 
QDTE Roundhill Innovation-100 0DTE Covered Call Strategy ETF
+0.25%
+$13.54 
FDN First Trust Dow Jones Internet Index Fund
+0.2%
+$152.55 
LRCX Lam Research Corp.
+0.18%
+$21.25 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
+0.17%
+$1,489.82 
XDQQ Innovator Growth Accelerated ETF - Quarterly
+0.17%
+$187.26 
CMI Cummins Inc.
+0.16%
+$17 
QLD ProShares Ultra QQQ
+0.14%
+$40.32 
DDSQ Innovator Equity Dual Directional 5 Buffer ETF - Quarterly
+0.14%
+$1,246.29 
COPX Global X Copper Miners ETF
+0.12%
+$33.3 
QTOC Innovator Growth Accelerated Plus ETF - October
+0.12%
+$36.41 
QQQ Invesco QQQ Trust, Series 1
+0.11%
+$44.7 
QJUN FT Vest Nasdaq-100 Buffer ETF - June
+0.1%
+$178.19 
CTAS Cintas Corporation
+0.09%
+$312.07 
NJAN Innovator Growth-100 Power Buffer ETF - January
+0.09%
+$44 
QTJL Innovator Growth Accelerated Plus ETF - July
+0.08%
+$2.51 
QDEC FT Vest Nasdaq-100 Buffer ETF - December
+0.07%
+$112.25 
HTEC Robo Global Healthcare Technology and Innovation ETF
+0.07%
+$7.8 
QTJA Innovator Growth Accelerated Plus ETF - January
+0.06%
+$16.84 
PAG Penske Automotive Group Inc.
+0.06%
+$13 
XDEC FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
+0.06%
+$19.98 
GEHC GE HealthCare Technologies Inc.
+0.06%
+$4.4 
SMG The Scotts Miracle-Gro Company
+0.05%
+$0.18 
MARM FT Vest U.S. Equity Max Buffer ETF - March
+0.03%
+$49.93 
OCTJ Innovator Premium Income 30 Barrier ETF - October
+0.03%
+$0.81 
XSEP FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
+0.02%
+$7.67 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
-$0.32 
WBD Warner Bros. Discovery, Inc.
0%
$0 
PAPR Innovator U.S. Equity Power Buffer ETF - April
0%
$0 
QHDG Innovator Hedged Nasdaq-100 ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 RBUF
RBUF
0%
$0 QCAP
QCAP
0%
$0 QMMY
QMMY
0%
$0 AAPR
AAPR
0%
$0 TJAN
TJAN
0%
$0 AJUL
AJUL
0%
$0 FAI
FAI
0%
$0 XAPR
XAPR
0%
$0 AUGM
AUGM
0%
$0 AOCT
AOCT
0%
$0 XMAY
XMAY
0%
$0 FDND
FDND
0%
$0 BUFX
BUFX
0%
$0 
WGS GeneDx Holdings Corp. Class A Common Stock
-9.44%
-$6.33 
T AT&T Inc.
-6.13%
-$3,502.84 
LENZ LENZ Therapeutics, Inc.
-4.92%
-$9.6 
ACN Accenture plc
-4.47%
-$578 
HWM Howmet Aerospace Inc.
-4.14%
-$3,992 
AXP American Express Company
-3.99%
-$43,764.71 
YUM Yum! Brands, Inc.
-3.73%
-$8,928 
NUGT Direxion Daily Gold Miners Index Bull 2X Shares
-3.62%
-$682.5 
CL Colgate-Palmolive Co.
-3.61%
-$352 
NNE Nano Nuclear Energy Inc.
-3.43%
-$10.32 
NVS Novartis AG Sponsored ADR
-3.22%
-$735.11 
CHTR Charter Communications Inc. Class A Common Stock
-3.22%
-$10.8 
CLOV Clover Health Investments, Corp. Class A Common Stock
-3.17%
-$502.5 
TSCO Tractor Supply Company
-3.11%
-$1,063.8 
CURE Direxion Daily Healthcare Bull 3X ETF
-3.06%
-$583.2 
F Ford Motor Co.
-2.89%
-$130.75 
CLX The Clorox Company
-2.84%
-$25.2 
PRU Prudential Financial, Inc.
-2.82%
-$456.89 
HD The Home Depot, Inc.
-2.81%
-$2,024 
VVV Valvoline Inc.
-2.77%
-$1,224 
CMG Chipotle Mexican Grill, Inc.
-2.68%
-$188.75 
UTSI UTStarcom Holdings Corp.
-2.68%
-$0.48 
INTU Intuit Inc.
-2.68%
-$28.49 
PEP PepsiCo, Inc.
-2.65%
-$3,098.03 
AGQ ProShares Ultra Silver
-2.63%
-$1,445.56 
CAT Caterpillar Inc.
-2.56%
-$2,609.27 
SYF Synchrony Financial
-2.51%
-$2,639 
AFL Aflac Incorporated
-2.43%
-$89.7 
LLY Eli Lilly and Company
-2.42%
-$66,665.35 
GE General Electric Company
-2.37%
-$2,279.6 
KMB Kimberly-Clark Corporation
-2.33%
-$32,653.51 
BMY Bristol-Myers Squibb Company
-2.25%
-$71 
PG The Procter & Gamble Company
-2.25%
-$9,823.78 
LUV Southwest Airlines Co.
-2.2%
-$185 
CDE Coeur Mining Inc.
-2.2%
-$610 
ULTA Ulta Beauty, Inc.
-2.17%
-$206.75 
MCD McDonald's Corporation
-1.91%
-$2,373.8 
MA Mastercard Inc. Class A Common Stock
-1.9%
-$4,080 
IBN ICICI Bank Ltd. Sponsored ADR
-1.87%
-$616 
AZO AutoZone, Inc.
-1.82%
-$296.9 
RTX RTX Corporation
-1.78%
-$6,712.4 
CB Chubb Limited
-1.77%
-$64.5 
CXT Crane NXT, Co.
-1.75%
-$103.02 
FDX FedEx Corp.
-1.74%
-$927.5 
JPM JPMorgan Chase & Co.
-1.69%
-$6,783.01 
KR The Kroger Co.
-1.69%
-$11.45 
HPQ HP Inc.
-1.67%
-$56.5 
JNJ Johnson & Johnson
-1.62%
-$1,086.25 
MLM Martin Marietta Materials, Inc.
-1.62%
-$41.85 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.62%
-$1,300 
MRK Merck & Co., Inc.
-1.57%
-$482.79 
VZ Verizon Communications Inc.
-1.55%
-$347.2 
QBTS D-Wave Quantum Inc.
-1.55%
-$3.06 
AFG American Financial Group Inc
-1.54%
-$165.9 
VCR Vanguard Consumer Discretionary ETF
-1.54%
-$490.12 
GHI Greystone Housing Impact Investors LP
-1.5%
-$192.37 
CCJ Cameco Corporation
-1.48%
-$1,558.77 
PFE Pfizer Inc.
-1.46%
-$524.21 
DOGG FT Vest DJIA Dogs 10 Target Income ETF
-1.44%
-$3,467.43 
AEP American Electric Power Company, Inc.
-1.43%
-$4,575.89 
FTCS First Trust Capital Strength ETF
-1.4%
-$1,868.45 
WMT Walmart Inc.
-1.37%
-$6,042.4 
GGLL Direxion Daily GOOGL Bull 2X ETF
-1.34%
-$6,842.73 
COST Costco Wholesale Corp
-1.33%
-$501.76 
V Visa Inc. Class A
-1.32%
-$329.1 
SLV iShares Silver Trust
-1.32%
-$325 
QCJL FT Vest Nasdaq-100 Conservative Buffer ETF - July
-1.31%
-$51.15 
METU Direxion Daily META Bull 2X ETF
-1.29%
-$17,222.67 
NLY Annaly Capital Management, Inc.
-1.28%
-$232.88 
HL Hecla Mining Company
-1.28%
-$495 
ITW Illinois Tool Works Inc.
-1.22%
-$68 
FSCS First Trust SMID Capital Strength ETF
-1.21%
-$4.53 
XLI State Street Industrial Select Sector SPDR ETF
-1.2%
-$100 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-1.2%
-$203 
RDVI FT Vest Rising Dividend Achievers Target Income ETF
-1.17%
-$200,991.78 
XDSQ Innovator U.S. Equity Accelerated ETF - Quarterly
-1.17%
-$123.15 
ASH Ashland Inc.
-1.17%
-$498.8 
RDVY First Trust Rising Dividend Achievers ETF
-1.17%
-$1,581 
NFLX Netflix Inc.
-1.16%
-$77.5 
HOG Harley-Davidson, Inc.
-1.15%
-$335 
AMZU Direxion Daily AMZN Bull 2X Shares ETF
-1.14%
-$79.69 
SO The Southern Company
-1.11%
-$283.19 
MMM 3M Company
-1.11%
-$622.4 
VIS Vanguard Industrials ETF
-1.09%
-$422.12 
TJX The TJX Companies, Inc.
-1.08%
-$397.5 
ITA iShares U.S. Aerospace & Defense ETF
-1.07%
-$8.76 
TSLA Tesla, Inc.
-1.06%
-$3,168.06 
UNH UnitedHealth Group Inc.
-1.03%
-$240.9 
TM Toyota Motor Corporation Sponsored ADR
-1%
-$99.5 
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF
-0.98%
-$329.26 
XLV State Street Health Care Select Sector SPDR ETF
-0.98%
-$88.5 
STWD Starwood Property Trust, Inc.
-0.95%
-$246.12 
BSX Boston Scientific Corp.
-0.94%
-$420.64 
LAMR Lamar Advertising Company Class A
-0.94%
-$14.75 
IGLD FT Vest Gold Strategy Target Income ETF
-0.92%
-$39,547.62 
PHK PIMCO High Income Fund
-0.86%
-$3.5 
VIG Vanguard Dividend Appreciation ETF
-0.85%
-$788.5 
BRK-B Berkshire Hathaway Inc.
-0.84%
-$690 
AVDV Avantis International Small Cap Value ETF
-0.8%
-$5.07 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.77%
-$74 
MDT Medtronic plc
-0.71%
-$396.75 
NVR NVR Inc.
-0.71%
-$259.47 
RIVN Rivian Automotive, Inc. Class A
-0.7%
-$0.42 
MGV Vanguard Mega Cap Value ETF
-0.69%
-$284.2 
GOOGL Alphabet Inc
-0.69%
-$1,478.49 
EZU iShares MSCI Eurozone ETF
-0.68%
-$80.99 
EOI Eaton Vance Enhanced Equity Income Fund
-0.67%
-$169 
VYM Vanguard High Dividend Yield ETF
-0.67%
-$793.87 
WMS Advanced Drainage Systems, Inc.
-0.67%
-$104.12 
FDXF FedEx Freight Holding Company, Inc.
-0.63%
-$60.47 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.61%
-$102 
PLTM GraniteShares Platinum Trust
-0.6%
-$4.05 
SNTH MRP SynthEquity ETF
-0.59%
-$213,702.65 
META Meta Platforms Inc Class A
-0.59%
-$2,266.95 
YUMC Yum China Holdings, Inc.
-0.58%
-$26 
AAPL Apple Inc.
-0.55%
-$1,874.68 
GOOG Alphabet Inc
-0.54%
-$2,521.25 
PSCI Invesco S&P SmallCap Industrials ETF
-0.54%
-$61.15 
AMZN Amazon.com Inc
-0.54%
-$15,268.61 
SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF
-0.54%
-$427.2 
AX Axos Financial, Inc.
-0.52%
-$7,577.28 
CARR Carrier Global Corp.
-0.5%
-$25.2 
IWV iShares Russell 3000 ETF
-0.48%
-$6.3 
SCHF Schwab International Equity ETF
-0.48%
-$446.94 
RSJN FT Vest U.S. Equity Equal Weight Buffer ETF - June
-0.48%
-$116.23 
IWR iShares Russell Mid-Cap ETF
-0.48%
-$1.59 
IVV iShares Core S&P 500 ETF
-0.48%
-$450.18 
IREN IREN Ltd.
-0.47%
-$9.84 
SPY State Street SPDR S&P 500 ETF Trust
-0.47%
-$930.81 
IVVW iShares S&P 500 BuyWrite ETF
-0.47%
-$562.59 
FYC First Trust Small Cap Growth AlphaDEX Fund
-0.46%
-$208 
BNOV Innovator U.S. Equity Buffer ETF - November
-0.45%
-$67,430.97 
IJR iShares Core S&P Small-Cap ETF
-0.45%
-$34.1 
IRM Iron Mountain Inc.
-0.43%
-$24 
FTHI First Trust BuyWrite Income ETF
-0.43%
-$499 
EALT Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly
-0.41%
-$18,117.9 
CDW CDW Corporation
-0.41%
-$20.1 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
-0.37%
-$35.25 
NEE NextEra Energy Inc.
-0.35%
-$236.64 
XTOC Innovator U.S. Equity Accelerated Plus ETF - October
-0.34%
-$16,570 
FITB Fifth Third Bancorp
-0.34%
-$0.54 
VUG Vanguard Morningstar Growth ETF
-0.32%
-$100.8 
BDEC Innovator U.S. Equity Buffer ETF - December
-0.32%
-$4,300.98 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.31%
-$1,987.57 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-0.3%
-$730.27 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.29%
-$344.35 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.29%
-$16.8 
BMAY Innovator U.S. Equity Buffer ETF - May
-0.28%
-$1,334.85 
BUFR FT Vest Laddered Buffer ETF
-0.28%
-$1,249.61 
FJUL FT Vest US Equity Buffer ETF
-0.28%
-$5.44 
XTJL Innovator U.S. Equity Accelerated Plus ETF - July
-0.27%
-$318.3 
GMED Globus Medical Inc. Class A Common Stock
-0.27%
-$2.42 
FMAY FT Vest U.S. Equity Buffer ETF - May
-0.27%
-$1,375.94 
DDFO Innovator Equity Dual Directional 15 Buffer ETF - October
-0.26%
-$5.64 
IAPR Innovator International Developed Power Buffer ETF - April
-0.26%
-$182.24 
BAUG Innovator U.S. Equity Buffer ETF - August
-0.25%
-$91 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.25%
-$2,386.56 
GJUN FT Vest U.S. Equity Moderate Buffer ETF - June
-0.25%
-$104.1 
DAUG FT Vest U.S. Equity Deep Buffer ETF - August
-0.25%
-$117.3 
KOCT Innovator U.S. Small Cap Power Buffer ETF - October
-0.24%
-$760.55 
BUFZ FT Vest Laddered Moderate Buffer ETF
-0.24%
-$20,264.79 
RONB Baron First Principles ETF
-0.24%
-$51 
SMAY FT Vest U.S. Small Cap Moderate Buffer ETF - May
-0.23%
-$7.84 
DMAY FT Vest U.S. Equity Deep Buffer ETF - May
-0.23%
-$166.65 
FFEB FT Vest U.S. Equity Buffer ETF - February
-0.23%
-$327.7 
BFEB Innovator U.S. Equity Buffer ETF - February
-0.22%
-$33.94 
BMAR Innovator U.S. Equity Buffer ETF - March
-0.22%
-$90.76 
NVDA NVIDIA Corporation
-0.22%
-$930.6 
FAPR FT Vest U.S. Equity Buffer ETF - April
-0.21%
-$17.27 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.2%
-$7,059.93 
GJAN FT Vest U.S. Equity Moderate Buffer ETF - January
-0.19%
-$56.07 
GJUL FT Vest U.S. Equity Moderate Buffer ETF - July
-0.19%
-$136.16 
FJAN FT Vest U.S. Equity Buffer ETF - January
-0.18%
-$555.98 
BJUL Innovator U.S. Equity Buffer ETF - July
-0.18%
-$2.13 
ZALT Innovator U.S. Equity 10 Buffer ETF - Quarterly
-0.17%
-$14,862.42 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.17%
-$188.36 
KJAN Innovator U.S. Small Cap Power Buffer ETF - January
-0.17%
-$465.45 
GMAY FT Vest U.S. Equity Moderate Buffer ETF - May
-0.16%
-$793.26 
DFEB FT Vest U.S. Equity Deep Buffer ETF - February
-0.16%
-$82.5 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.16%
-$243.25 
DHDG FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
-0.16%
-$17,659.84 
SQQQ ProShares UltraPro Short QQQ
-0.15%
-$0.06 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.15%
-$388.23 
XJUN FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
-0.14%
-$2,697.76 
UOCT Innovator U.S. Equity Ultra Buffer ETF - October
-0.14%
-$72 
FHDG FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
-0.14%
-$7,929.13 
GDEC FT Vest U.S. Equity Moderate Buffer ETF - December
-0.14%
-$1,395.79 
XBJL Innovator U.S. Equity Accelerated 9 Buffer ETF - July
-0.13%
-$77.33 
FNOV FT Vest U.S. Equity Buffer ETF - November
-0.13%
-$735.68 
UDEC Innovator U.S. Equity Ultra Buffer ETF - December
-0.13%
-$88 
TJUL Innovator Equity Defined Protection ETF
-0.12%
-$180.67 
GILD Gilead Sciences Inc.
-0.12%
-$2,971.08 
FTSL First Trust Senior Loan Fund
-0.11%
-$122.1 
PSX Phillips 66
-0.11%
-$8 
GAPR FT Vest U.S. Equity Moderate Buffer ETF - April
-0.11%
-$57.35 
BAPR Innovator U.S. Equity Buffer ETF - April
-0.11%
-$30 
GFEB FT Vest U.S. Equity Moderate Buffer ETF - February
-0.11%
-$22.68 
UJUL Innovator U.S. Equity Ultra Buffer ETF - July
-0.11%
-$54 
PMAR Innovator U.S. Equity Power Buffer ETF - March
-0.1%
-$117.45 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April
-0.1%
-$33.19 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.1%
-$106.5 
TDVI FT Vest Technology Dividend Target Income ETF
-0.1%
-$7,940.88 
XOCT FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October
-0.1%
-$351.54 
QMAR FT Vest Nasdaq-100 Buffer ETF - March
-0.09%
-$103.53 
NBFR Innovator Nasdaq-100 Managed 10 Buffer ETF
-0.09%
-$1.37 
UJAN Innovator U.S. Equity Ultra Buffer ETF - January
-0.09%
-$44 
ACEI Innovator Equity Autocallable Income Strategy ETF
-0.09%
-$2.39 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$5.52 
DDFF Innovator Equity Dual Directional 15 Buffer ETF - February
-0.07%
-$63.96 
TMFC Motley Fool 100 Index ETF
-0.07%
-$7.54 
GMAR FT Vest U.S. Equity Moderate Buffer ETF - March
-0.06%
-$224.03 
LQTI FT Vest Investment Grade & Target Income ETF
-0.06%
-$6,111.77 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
-0.05%
-$2.62 
XMAR FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
-0.04%
-$63.85 
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF - October
-0.04%
-$424.3 
GNOV FT Vest U.S. Equity Moderate Buffer ETF - November
-0.04%
-$8.94 
GEV GE Vernova Inc.
-0.04%
-$75.97 
QBUF Innovator Nasdaq-100 10 Buffer ETF - Quarterly
-0.03%
-$9.8 
DE Deere & Company
-0.03%
-$7.03 
QTAP Innovator Growth Accelerated Plus ETF - April
-0.03%
-$0.69 
HYTI FT Vest High Yield & Target Income ETF
-0.03%
-$32.25 
BUFQ FT Vest Laddered Nasdaq Buffer ETF
-0.03%
-$65.17 
UAPR Innovator U.S. Equity Ultra Buffer ETF - April
-0.01%
-$7.54 
MPC Marathon Petroleum Corp.
-0.01%
-$117.9 
UFEB Innovator U.S. Equity Ultra Buffer ETF - February
-0.01%
-$5.01 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
-0.01%
-$0.94 Events
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Dividends
Dividend Analysis
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| Trades 1358 | Longs Won 878/1358 64% | Profit Factor 1.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $228,338.53 |
| Average Win $74,251.97 | Best Trade (Oct 21) $2.1M | Sharpe Ratio -16.21 |
| Average Loss -$83,324.81 | Worst Trade (Sep 30) -$3.72M | Z-Score -0.84 (60.03%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $18,554.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,336 | 2,103 | 1,869 | 1,636 | 1,402 | 1,168 | 935 | 701 | 467 | 234 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 983 | $246,162.86 | $340,425.58 | - | $94,262.72 | 38.29% | -0.548% |
| AAPR AAPR | 2,701 | $70.68 | $79.66 | - | $8.98 | 12.71% | 0.0 |
| ABBV AbbVie Inc. | 676 | $154,459.24 | $193,525.28 | - | $39,066.04 | 25.29% | +0.382% |
| ACEI Innovator Equity Autocallable Income Strategy ETF | 120 | $2,887.2 | $2,810.94 | - | -$76.26 | -2.64% | -0.085% |
| ACN Accenture plc | 50 | $13,415 | $12,359 | - | -$1,056 | -7.87% | -4.468% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 30,578 | $625,449.44 | $631,588.59 | - | $6,139.15 | 0.98% | -0.314% |
| AEP American Electric Power Company, Inc. | 2,447 | $267,383.69 | $315,100.19 | - | $47,716.5 | 17.85% | -1.431% |
| AFG American Financial Group Inc | 70 | $9,567.6 | $10,576.3 | - | $1,008.7 | 10.54% | -1.544% |
| AFL Aflac Incorporated | 30 | $3,308.1 | $3,608.4 | - | $300.3 | 9.08% | -2.426% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 3,150 | $80,608.5 | $78,781.18 | - | -$1,827.32 | -2.27% | 0.0 |
| AGQ ProShares Ultra Silver | 1,018 | $150,072.26 | $53,455.18 | - | -$96,617.08 | -64.38% | -2.633% |
| AJUL AJUL | 4,550 | $122.48 | $132.27 | - | $9.79 | 7.99% | 0.0 |
| AMD Advanced Micro Devices Inc. | 76 | $16,276.16 | $39,170.4 | - | $22,894.24 | 140.66% | +1.471% |
| AMLP Alerian MLP ETF | 24,312 | $1.15M | $1.29M | - | $142,851.71 | 12.4% | +1.699% |
| AMZN Amazon.com Inc | 11,280 | $2.46M | $2.81M | - | $350,319.35 | 14.25% | -0.541% |
| AMZU Direxion Daily AMZN Bull 2X Shares ETF | 207 | $7,234.65 | $6,927.25 | - | -$307.4 | -4.25% | -1.137% |
| AOCT AOCT | 984 | $26.15 | $26.15 | - | - | - | 0.0 |
| APH Amphenol Corp. Class A Common Stock | 16 | $540.56 | $1,186.08 | - | $645.52 | 119.42% | +1.451% |
| ASH Ashland Inc. | 580 | $34,028.6 | $42,171.8 | - | $8,143.2 | 23.93% | -1.169% |
| ASML ASML Holding N.V. NY Registered Shares | 10 | $13,208.3 | $15,732.1 | - | $2,523.8 | 19.11% | +0.812% |
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FAQ
Which stocks have generated the highest profits for Timothy R. Guthrie?
The largest contributions to the portfolio's profits come from the following stocks: Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly - $5.44M, Alerian MLP ETF - $3.83M, State Street Energy Select Sector SPDR ETF - $2.66M, Innovator U.S. Equity Accelerated ETF - Quarterly - $2.55M, and FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June - $2.33M. 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: Invesco QQQ Trust, Series 1 - $3.96M, Alphabet Inc - $1.49M, ProShares Ultra Bloomberg Natural Gas - $1.42M, Meta Platforms Inc Class A - $1.4M, and Direxion Daily Small Cap Bull 3X Shares ETF - $1.37M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy R. Guthrie's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.54M earned over time. The largest contributors to dividend income include Alerian MLP ETF - $1.63M, FT Vest S&P 500 Dividend Aristocrats Target Income ETF - $1.34M, Vanguard Short-Term Inflation-Protected Securities ETF - $1.11M, FT Vest Rising Dividend Achievers Target Income ETF - $967,743.2, and FT Vest Investment Grade & Target Income ETF - $950,488.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy R. Guthrie's monthly returns?
Timothy R. Guthrie'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 Timothy R. Guthrie's strategy be considered aggressive or moderate?
Timothy R. Guthrie'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 Timothy R. Guthrie's strategy?
Timothy R. Guthrie'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.
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