Gintare Zubrute Portfolio
Invests via PROATHLETE WEALTH MANAGEMENT LLC | Managed by Regan Flaherty
Invests via PROATHLETE WEALTH MANAGEMENT LLC
Managed by Regan Flaherty
Automatically Tracked
Gintare Zubrute Profile
Experienced investor and fintech executive focused on growth-stage technology and digital payments. Gintare Zubrute brings operating experience in product strategy, partnerships and scaling go-to-market for platform businesses, with prior roles spanning startup leadership and corporate strategy. Known for sourcing cross-border deals and advising on customer acquisition metrics, capital efficiency and unit economics, maintains active angel and advisory roles across European and Baltic fintech ecosystems.
Experienced investor and fintech executive focused on growth-stage technology and digital payments. Gintare Zubrute brings operating experience in product strategy, partnerships and scaling go-to-market for platform businesses, with prior roles spanning startup leadership and corporate strategy. Known for sourcing cross-border deals and advising on customer acquisition metrics, capital efficiency and unit economics, maintains active angel and advisory roles across European and Baltic fintech ecosystems.
Investment Philosophy & Strategy
Focuses on growth-stage fintech and digital payments, prioritizing companies with defensible platform effects, clear unit economics and repeatable customer acquisition pathways. Employs a metrics-driven, capital-efficient approach to allocate seed to Series B capital, privileging founders who can scale partnerships and go-to-market channels across borders. Time horizon is growth-to-exit (3–7 years) with disciplined downside controls via milestone-based capital, active operational support on product strategy and KPIs, and emphasis on partnerships to accelerate distribution.
Focuses on growth-stage fintech and digital payments, prioritizing companies with defensible platform effects, clear unit economics and repeatable customer acquisition pathways. Employs a metrics-driven, capital-efficient approach to allocate seed to Series B capital, privileging founders who can scale partnerships and go-to-market channels across borders. Time horizon is growth-to-exit (3–7 years) with disciplined downside controls via milestone-based capital, active operational support on product strategy and KPIs, and emphasis on partnerships to accelerate distribution.
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:
65.58%
Gain -1.07%
Monthly
1.59%
Yearly
20.8%
Drawdown
23.17%
$410.8M
Equity
Holdings
$410.8M
Investment
$301.47M
$111.52M
Profit -$2.8M
Realized
$2.19M
Unrealized
$109.33M
Dividends
$11.21M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.07%
Profit
-$2.8M
Win %
71%
This Week
Compared To Last Week
Gain
-0.5%
Profit
-$2.05M
Win %
71%
This Month
Compared to last month
Gain
-0.68%
Profit
-$2.8M
Win %
71%
This Year
Compared to last year
Gain
1.69%
Profit
$6.77M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$464,385.55 
GOOG Alphabet Inc
+6.88%
+$8,613.75 
GOOGL Alphabet Inc
+6.73%
+$293,570.55 
VRT Vertiv Holdings Co
+6.18%
+$42.21 
AEIS Advanced Energy Industries Inc.
+5.56%
+$2,090.62 
ANET Arista Networks, Inc.
+5.46%
+$9,441.97 
ATER Aterian Inc.
+5.13%
+$0.42 
APO Apollo Global Management, Inc.
+4.44%
+$2,274.84 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$69.09 
FND Floor & Decor Holdings, Inc.
+4.11%
+$24.97 
AABB Asia Broadband Inc.
+3.97%
+$0.1 
TT Trane Technologies plc
+3.33%
+$58.68 
META Meta Platforms Inc Class A
+3.28%
+$34,475.98 
ONTO Onto Innovation Inc.
+3.22%
+$749.58 
PATH Uipath Inc.
+3.15%
+$49.53 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$22.56 
MSFT Microsoft Corp.
+3.02%
+$152,298.73 
NVDA NVIDIA Corporation
+2.93%
+$88,116.83 
GNRC Generac Holdings Inc.
+2.71%
+$52 
HIMS Hims & Hers Health, Inc.
+2.7%
+$135.05 
CVX Chevron Corporation
+2.35%
+$4,420.56 
MRVL Marvell Technology, Inc.
+2.32%
+$106.5 
ORLY O'Reilly Automotive Inc.
+2.28%
+$507.45 
EOG EOG Resources, Inc.
+2.19%
+$2,299.15 
CDNS Cadence Design Systems, Inc.
+2.16%
+$36 
AMTM Amentum Holdings, Inc.
+2.16%
+$30.08 
CSCO Cisco Systems, Inc.
+2.14%
+$13,982.22 
USAR USA Rare Earth, Inc.
+2.05%
+$12.6 
KEYS Keysight Technologies, Inc.
+2.04%
+$102.24 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$173.76 
JCI Johnson Controls International plc
+1.93%
+$747.82 
HAL Halliburton Company
+1.93%
+$1,000.4 
PANW Palo Alto Networks, Inc.
+1.89%
+$3,591.6 
IONQ IonQ, Inc.
+1.87%
+$24.12 
CRM Salesforce Inc
+1.83%
+$708.34 
AMC AMC Entertainment Holdings, Inc.
+1.8%
+$1.6 
CHYM Chime Financial, Inc. – Class A Common Stock
+1.73%
+$390 
ZTS Zoetis Inc.
+1.66%
+$15.12 
J Jacobs Solutions Inc.
+1.64%
+$37.06 
VZ Verizon Communications Inc.
+1.52%
+$12,564.3 
CG The Carlyle Group Inc.
+1.46%
+$196.02 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,081.6 
SLB Schlumberger Limited
+1.39%
+$1,676.88 
COE 51Talk Online Education Group
+1.32%
+$11.5 
COP ConocoPhillips
+1.22%
+$3,448.1 
AI C3.ai Inc.
+1.21%
+$6.71 
WFC Wells Fargo & Company
+1.19%
+$1,714.62 
AMAT Applied Materials, Inc.
+1.18%
+$41.3 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$52.25 
VUG Vanguard Growth ETF
+1.1%
+$2,152.02 
VEEV Veeva Systems Inc.
+1.1%
+$11.1 
RBRK Rubrik, Inc.
+1.09%
+$11.7 
NOW ServiceNow, Inc.
+1.05%
+$303.92 
NBIS Nebius Group N.V.
+1.05%
+$39.6 
ADBE Adobe Inc.
+1.01%
+$12.55 
XLE Energy Select Sector SPDR Fund
+1%
+$172.28 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$92,933.68 
TTE TotalEnergies SE
+0.95%
+$72.21 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$8 
SCHW Charles Schwab Corporation
+0.87%
+$1,152.97 
IBM International Business Machines Corporation
+0.86%
+$9,030.39 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$383.8 
MCD McDonald's Corporation
+0.82%
+$1,091.2 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,638.49 
TSLA Tesla, Inc.
+0.76%
+$5,147.12 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$390,502.63 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$440.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,476.15 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$14,498.18 
AME Ametek Inc.
+0.71%
+$425 
CAT Caterpillar Inc.
+0.7%
+$1,065.96 
BMY Bristol-Myers Squibb Company
+0.69%
+$418.5 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$114.46 
IVV iShares Core S&P 500 ETF
+0.69%
+$785,925.12 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$14.16 
PLTR Palantir Technologies Inc.
+0.65%
+$88.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$139,673.52 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$7.8 
SYY Sysco Corporation
+0.63%
+$509.33 
ARTY iShares Future AI & Tech ETF
+0.6%
+$10.4 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$12.2 
MO Altria Group, Inc.
+0.57%
+$195 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$10.23 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$7.32 
APH Amphenol Corporation
+0.55%
+$308 
MCHI iShares MSCI China ETF
+0.54%
+$80.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$17.46 
STX Seagate Technology Holdings plc
+0.52%
+$4.45 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$27.84 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.45%
+$149.69 
KKR KKR & Co. Inc.
+0.45%
+$20.25 
SNY Sanofi American Depositary Receipt
+0.44%
+$16.72 
IWD iShares Russell 1000 Value ETF
+0.44%
+$163,217.73 
PAYX Paychex Inc.
+0.44%
+$6.12 
WST West Pharmaceutical Services, Inc.
+0.4%
+$8.22 
PFE Pfizer Inc.
+0.4%
+$1,232.7 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$291.48 
AVGO Broadcom Inc.
+0.37%
+$1,000.8 
PG Procter & Gamble Co
+0.37%
+$2,864.12 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9.3 
TDG TransDigm Group Inc.
+0.36%
+$4.47 
BAC Bank of America Corporation
+0.36%
+$253.22 
RF Regions Financial Corporation
+0.32%
+$373.7 
GD General Dynamics Corporation
+0.32%
+$735.66 
MRK Merck & Co., Inc.
+0.32%
+$391.97 
SMH VanEck Semiconductor ETF
+0.3%
+$1.63 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$112.23 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$3.28 
VSNT Versant Media Group, Inc.
+0.28%
+$1.1 
JPM JPMorgan Chase & Co.
+0.27%
+$5,140.86 
VT Vanguard Total World Stock ETF
+0.26%
+$99.22 
NRG NRG Energy, Inc.
+0.24%
+$1.28 
CME CME Group Inc.
+0.21%
+$5.13 
SO The Southern Company
+0.21%
+$366.4 
JNJ Johnson & Johnson
+0.21%
+$693.77 
ADI Analog Devices, Inc.
+0.2%
+$463.97 
INTU Intuit Inc.
+0.18%
+$16.53 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,645.86 
USB U.S. Bancorp
+0.17%
+$238.26 
T AT&T Inc.
+0.17%
+$31 
MS Morgan Stanley
+0.17%
+$1,203.49 
RYAN Ryan Specialty Holdings Inc.
+0.16%
+$1.05 
CB Chubb Limited
+0.15%
+$211.47 
MMM 3M Company
+0.12%
+$52.5 
BDX Becton, Dickinson and Company
+0.1%
+$3.23 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1.8 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$218.55 
C Citigroup Inc.
+0.1%
+$1,030.95 
NUE Nucor Corporation
+0.1%
+$114 
WMT Walmart Inc.
+0.09%
+$1,320.63 
ABT Abbott Laboratories
+0.09%
+$5.4 
AEP American Electric Power Company, Inc.
+0.06%
+$1.89 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$4,499.84 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$47.42 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$1,547.65 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$68.99 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HCMC Healthier Choices Management Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
APGOD Apollo Silver Corp.
0%
$0 0926
09261Y308
0%
$0 
BKCH Global X Blockchain ETF
-84.74%
-$14,929.51 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$284.13 
UNVGY Universal Music Group N.V. Unsponsored ADR
-17.7%
-$362.85 
LCID Lucid Group, Inc.
-9.11%
-$15.54 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$194.79 
AAPL Apple Inc.
-7.35%
-$110,070.28 
NXPI NXP Semiconductors N.V.
-6.53%
-$112 
SYK Stryker Corporation
-6.42%
-$23,077.22 
MU Micron Technology, Inc.
-5.9%
-$103.26 
SHOP Shopify Inc.
-4.29%
-$31.5 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$24,822.23 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$20,294.3 
ETHA iShares Ethereum Trust
-3.03%
-$2,622.4 
IBIT iShares Bitcoin Trust
-2.89%
-$246,230.58 
CRWV CoreWeave, Inc.
-2.88%
-$42.6 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$530.1 
TAC TransAlta Corporation
-2.8%
-$13.32 
AJG Arthur J. Gallagher & Co.
-2.75%
-$3,287.68 
EWY iShares MSCI South Korea ETF
-2.55%
-$61.65 
CRCL Circle Internet Group, Inc.
-2.54%
-$21.19 
ABBV AbbVie Inc.
-2.51%
-$6,366.48 
KMX CarMax Inc.
-2.45%
-$47.52 
ICE Intercontinental Exchange, Inc.
-2.42%
-$75.8 
BIIB Biogen Inc.
-2.4%
-$5,278.79 
CSGP CoStar Group, Inc.
-2.38%
-$14.7 
BSOL Bitwise Solana Staking Exchange Traded Product
-2.25%
-$63.48 
SLV iShares Silver Trust
-2.13%
-$1,675.8 
NFLX Netflix, Inc.
-2%
-$19,020.88 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$10.56 
AMD Advanced Micro Devices, Inc.
-1.9%
-$7,567.58 
IRM Iron Mountain Inc.
-1.86%
-$6.96 
UAL United Airlines Holdings, Inc.
-1.8%
-$3,345 
TOST Toast Inc.
-1.77%
-$870 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$89.44 
UNH UnitedHealth Group Incorporated
-1.68%
-$8,243.63 
AON Aon plc
-1.64%
-$42.14 
HAYW Hayward Holdings Inc.
-1.56%
-$14.4 
IAU iShares Gold Trust
-1.46%
-$10,360.97 
FICO Fair Isaac Corporation
-1.45%
-$16.57 
NVS Novartis AG Sponsored ADR
-1.45%
-$370.98 
NKE Nike, Inc. - Class B
-1.37%
-$2,075.82 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,253.79 
SNEX StoneX Group Inc.
-1.35%
-$23.62 
TTD The Trade Desk, Inc. Class A
-1.31%
-$6 
MDLZ Mondelez International, Inc.
-1.22%
-$1,153.46 
TJX The TJX Companies, Inc.
-1.21%
-$829.44 
NEE NextEra Energy, Inc.
-1.15%
-$213.11 
AES AES Corporation
-1.15%
-$5.78 
DEO Diageo plc Sponsored ADR
-1.12%
-$18 
TXN Texas Instruments Inc
-1.08%
-$11,729.76 
LOW Lowe's Companies Inc.
-1.08%
-$7,438.8 
PLD Prologis Inc.
-1.08%
-$1,722.2 
DLTR Dollar Tree, Inc.
-1.06%
-$20.4 
CTAS Cintas Corporation
-1.04%
-$21.6 
INTC Intel Corporation
-1.02%
-$158.1 
KO The Coca-Cola Company
-1.02%
-$11,275.2 
DKNG DraftKings Inc.
-1.01%
-$44.64 
PPL PPL Corporation
-0.98%
-$20.3 
XOM Exxon Mobil Corporation
-0.97%
-$3,564.9 
TRP TC Energy Corporation
-0.97%
-$40.92 
MET MetLife Inc.
-0.97%
-$1,325.4 
ALC Alcon Inc.
-0.96%
-$21.44 
PGR Progressive Corporation
-0.87%
-$9,006.12 
O Realty Income Corporation
-0.87%
-$882.56 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$24.4 
FE FirstEnergy Corp.
-0.82%
-$32 
GILD Gilead Sciences Inc.
-0.81%
-$19.26 
PCAR PACCAR Inc.
-0.81%
-$25.92 
KMB Kimberly-Clark Corporation
-0.8%
-$19.36 
WAT Waters Corporation
-0.79%
-$20.93 
VHT Vanguard Health Care ETF
-0.76%
-$88.92 
CVS CVS Health Corporation
-0.75%
-$1,420.42 
SPGI S&P Global Inc.
-0.74%
-$6.14 
MA Mastercard Incorporated
-0.74%
-$5,312.51 
GSK GSK plc Sponsored ADR
-0.73%
-$30.02 
BLK BlackRock, Inc.
-0.73%
-$1,651.86 
STAG Stag Industrial Inc.
-0.73%
-$383.32 
MP MP Materials Corp.
-0.7%
-$6.09 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$0.52 
GP GreenPower Motor Company Inc.
-0.67%
-$0.69 
DUK Duke Energy Corporation
-0.67%
-$163.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$39,111.66 
WPC W. P. Carey Inc.
-0.65%
-$564 
AMGN Amgen Inc.
-0.64%
-$37.2 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$104,805.54 
PM Philip Morris International Inc.
-0.61%
-$2,009.52 
AMCR Amcor plc
-0.6%
-$21.06 
WEC WEC Energy Group Inc.
-0.57%
-$9.45 
VLTO Veralto Corporation
-0.57%
-$6.48 
SBUX Starbucks Corporation
-0.57%
-$4,090.2 
PRU Prudential Financial, Inc.
-0.56%
-$303.6 
VNQ Vanguard Real Estate ETF
-0.54%
-$82.62 
LLY Eli Lilly and Company
-0.53%
-$1,422.16 
NGG National Grid plc Sponsored ADR
-0.52%
-$29.82 
NLOP Net Lease Office Properties.
-0.51%
-$4.02 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$3,735.41 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$9,692.16 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$16.83 
IWM iShares Russell 2000 ETF
-0.47%
-$11.12 
AVDE Avantis International Equity ETF
-0.46%
-$34,394.64 
PEP PepsiCo, Inc.
-0.46%
-$405.76 
COO The Cooper Companies, Inc.
-0.45%
-$6.27 
DVY iShares Select Dividend ETF
-0.45%
-$5.04 
TRV The Travelers Companies, Inc.
-0.43%
-$70.09 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$12.35 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$229 
HD The Home Depot, Inc.
-0.42%
-$849.3 
VGT Vanguard Information Technology ETF
-0.38%
-$10.32 
AXP American Express Company
-0.38%
-$5,915.61 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$27.59 
RSG Republic Services, Inc.
-0.37%
-$248.82 
ADSK Autodesk, Inc.
-0.33%
-$5.39 
TFC Truist Financial Corporation
-0.33%
-$15.13 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$4.4 
CEG Constellation Energy Corporation
-0.31%
-$1.62 
VST Vistra Corp
-0.29%
-$14.19 
COR Cencora, Inc.
-0.28%
-$6.23 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$5.06 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$5.52 
VTV Vanguard Value ETF
-0.27%
-$100.89 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$136.8 
BX Blackstone Inc.
-0.25%
-$197.12 
FISV Fiserv, Inc.
-0.24%
-$2.34 
COST Costco Wholesale Corporation
-0.24%
-$494.75 
HBAN Huntington Bancshares Incorporated
-0.23%
-$7.12 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1.44 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$4.18 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$7.08 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$5.85 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$3.2 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$872.56 
SOUN SoundHound AI Inc.
-0.16%
-$0.66 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$10,286.72 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$1.52 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$2.64 
MUB iShares National Muni Bond ETF
-0.11%
-$8,888.4 
FSBC Five Star Bancorp
-0.11%
-$19.95 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
-0.09%
-$21.75 
REG Regency Centers Corporation
-0.09%
-$124.04 
ROKU Roku, Inc.
-0.06%
-$0.96 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$0.44 
VO Vanguard Mid-Cap ETF
-0.05%
-$55.2 
HOOD Robinhood Markets, Inc.
-0.05%
-$0.2 
MMKT Texas Capital Government Money Market Fund
-0.04%
-$4.52 
V Visa Inc. Class A
-0.04%
-$370.97 
XEL Xcel Energy Inc.
-0.04%
-$1.71 
FPS Forgent Power Solutions, Inc.
-0.03%
-$0.16 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$9,143.11 
TGT Target Corporation
-0.01%
-$2.3 
UBER Uber Technologies, Inc.
-0.01%
-$15.44 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1340 | Longs Won 909/1340 67% | Profit Factor 34.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $842,573.94 |
| Average Win $126,306.93 | Best Trade (Aug 14) $28.07M | Sharpe Ratio -12.74 |
| Average Loss -$7,636.61 | Worst Trade (Aug 17) -$458,517.14 | Z-Score 14.95 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4w 1d | Expectancy $83,225.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0926 09261Y308 | 5,282 | $129,731.24 | $130,184.69 | - | $453.45 | 0.35% | 0.0 |
| AABB Asia Broadband Inc. | 194 | $3.86 | $2.54 | - | -$1.32 | -34.2% | +3.968% |
| AAPL Apple Inc. | 4,489 | $912,627.11 | $1.39M | - | $474,069.88 | 51.95% | -7.354% |
| ABBV AbbVie Inc. | 984 | $206,428.07 | $246,924.96 | - | $40,496.89 | 19.62% | -2.513% |
| ABT Abbott Laboratories | 60 | $7,995.85 | $6,342 | - | -$1,653.85 | -20.68% | +0.085% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 6,712 | $356,608.95 | $505,078 | - | $148,469.05 | 41.63% | -0.172% |
| ADBE Adobe Inc. | 5 | $1,749 | $1,252.05 | - | -$496.95 | -28.41% | +1.013% |
| ADI Analog Devices, Inc. | 627 | $126,895.59 | $230,366.07 | - | $103,470.48 | 81.54% | +0.202% |
| ADSK Autodesk, Inc. | 7 | $2,072 | $1,639.4 | - | -$432.6 | -20.88% | -0.328% |
| AEIS Advanced Energy Industries Inc. | 137 | $13,078 | $39,664.24 | - | $26,586.24 | 203.29% | +5.564% |
| AEP American Electric Power Company, Inc. | 27 | $3,113 | $3,451.95 | - | $338.95 | 10.89% | +0.055% |
| AES AES Corporation | 34 | $498 | $499.12 | - | $1.12 | 0.22% | -1.145% |
| AI C3.ai Inc. | 61 | $1,057 | $559.98 | - | -$497.02 | -47.02% | +1.213% |
| AJG Arthur J. Gallagher & Co. | 467 | $161,294.4 | $116,479.14 | - | -$44,815.26 | -27.78% | -2.745% |
| ALC Alcon Inc. | 32 | $2,521 | $2,206.08 | - | -$314.92 | -12.49% | -0.963% |
| AMAT Applied Materials, Inc. | 7 | $1,798 | $3,553.69 | - | $1,755.69 | 97.65% | +1.176% |
| AMC AMC Entertainment Holdings, Inc. | 32 | $91 | $90.24 | - | -$0.76 | -0.84% | +1.805% |
| AMCR Amcor plc | 78 | $3,103.46 | $3,500.64 | - | $397.18 | 12.8% | -0.598% |
| AMD Advanced Micro Devices, Inc. | 819 | $136,884.06 | $389,966.84 | - | $253,082.78 | 184.89% | -1.904% |
| AME Ametek Inc. | 250 | $51,327 | $60,427.5 | - | $9,100.5 | 17.73% | +0.708% |
No 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 Gintare Zubrute?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $2.92M, iShares Core MSCI EAFE ETF - $1.34M, iShares Russell 1000 Value ETF - $1.28M, iShares Core S&P Mid-Cap ETF - $928,829.46, and iShares Core S&P Small-Cap ETF - $878,888.59. 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: Nike, Inc. - Class B - $212,749.22, Avantis U.S. Mid Cap Equity ETF - $199,809.62, UnitedHealth Group Incorporated - $69,487.54, Biogen Inc - $52,580.93, and iShares Cohen & Steers Realty Majors ETF - $27,993.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gintare Zubrute's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.21M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $2.41M, iShares Core MSCI EAFE ETF - $1.19M, iShares Core S&P Small-Cap ETF - $878,888.59, iShares Short Maturity Bond ETF - $820,987.58, and iShares Russell 1000 Value ETF - $775,197.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gintare Zubrute's monthly returns?
Gintare Zubrute'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 Gintare Zubrute's strategy be considered aggressive or moderate?
Gintare Zubrute'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 Gintare Zubrute's strategy?
Gintare Zubrute'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.
