Todd Schanel Portfolio
Invests via Core Wealth Management Inc. | Managed by Todd M. Schanel, Jacquelyn A. Goldstick
Invests via Core Wealth Management Inc.
Managed by Todd M. Schanel, Jacquelyn A. Goldstick
Automatically Tracked
Todd Schanel Profile
Todd Schanel is a seasoned entrepreneur and investor with a strong focus on technology-driven startups. Throughout his career, he has demonstrated a unique ability to identify high-potential business opportunities and spearhead initiatives that lead to successful product launches. His extensive experience in building companies from the ground up reflects not only his leadership capabilities but also his deep understanding of market dynamics within the tech sector. As an active participant in venture capital circles, he plays an influential role in nurturing innovative ideas into scalable ventures, positioning him as a key figure for those looking to navigate the ever-evolving landscape of entrepreneurship.
Todd Schanel is a seasoned entrepreneur and investor with a strong focus on technology-driven startups. Throughout his career, he has demonstrated a unique ability to identify high-potential business opportunities and spearhead initiatives that lead to successful product launches. His extensive experience in building companies from the ground up reflects not only his leadership capabilities but also his deep understanding of market dynamics within the tech sector. As an active participant in venture capital circles, he plays an influential role in nurturing innovative ideas into scalable ventures, positioning him as a key figure for those looking to navigate the ever-evolving landscape of entrepreneurship.
Investment Philosophy & Strategy
In the realm of entrepreneurial innovation, Todd Schanel stands out as a catalyst for transformative growth. His keen insight into emerging technologies empowers him to discern opportunities that others might overlook. With a robust track record in launching successful startups, he leverages his operational expertise to enhance scalability and market relevance. This focus on technology-driven businesses underscores his commitment to fostering an ecosystem where disruptive ideas thrive. By actively engaging with founders and providing strategic mentorship, he cultivates ventures poised for significant impact in the competitive landscape.
In the realm of entrepreneurial innovation, Todd Schanel stands out as a catalyst for transformative growth. His keen insight into emerging technologies empowers him to discern opportunities that others might overlook. With a robust track record in launching successful startups, he leverages his operational expertise to enhance scalability and market relevance. This focus on technology-driven businesses underscores his commitment to fostering an ecosystem where disruptive ideas thrive. By actively engaging with founders and providing strategic mentorship, he cultivates ventures poised for significant impact in the competitive landscape.
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:
49.12%
Gain -0.55%
Monthly
1.06%
Yearly
13.42%
Drawdown
14.66%
$356.19M
Equity
Holdings
$356.19M
Investment
$258.55M
$102.68M
Profit -$1.45M
Realized
$5.04M
Unrealized
$97.64M
Dividends
$22.76M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.55%
Profit
-$1.45M
Win %
66%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$1.45M
Win %
66%
This Month
Compared to last month
Gain
-0.4%
Profit
-$1.43M
Win %
66%
This Year
Compared to last year
Gain
0.33%
Profit
$1.17M
Win %
68%
PANW Palo Alto Networks, Inc.
+14.18%
+$56,431.49 
GOOGL Alphabet Inc
+2.9%
+$35,217.9 
MSFT Microsoft Corp.
+2.27%
+$16,095.68 
MCD McDonald's Corporation
+1.96%
+$15,042.3 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$7,980 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$6,605.94 
SDY SPDR S&P Dividend ETF
+0.67%
+$1,646.15 
JNJ Johnson & Johnson
+0.54%
+$1,793.23 
PG Procter & Gamble Co
+0.53%
+$1,699.07 
AAPL Apple Inc.
+0.47%
+$6,558.28 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$164.78 
DFIP Dimensional Inflation-Protected Securities ETF
+0.04%
+$4,730.13 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$494.39 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$9,420.23 
GEV GE Vernova Inc.
-8.63%
-$17,344.95 
NVDA NVIDIA Corporation
-2.85%
-$18,899.78 
GE General Electric Company
-1.98%
-$4,847.1 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$37,110.09 
MMM 3M Company
-1.69%
-$3,697.4 
AMZN Amazon.com Inc
-1.21%
-$11,278.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$2,724.61 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.04%
-$2,675.53 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$879,006.5 
NEE NextEra Energy, Inc.
-0.72%
-$19,204.22 
DFIC Dimensional International Core Equity Market ETF
-0.58%
-$2,764.35 
DFAI Dimensional International Core Equity Market ETF
-0.55%
-$2,884.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.53%
-$2,232.55 
DFGR Dimensional Global Real Estate ETF
-0.53%
-$5,372.23 
DFAR Dimensional US Real Estate ETF
-0.53%
-$68,118.57 
VTV Vanguard Value ETF
-0.47%
-$1,424.64 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.39%
-$523,373.37 
DFAU Dimensional US Core Equity Market ETF
-0.36%
-$1,149.12 
VOO Vanguard S&P 500 ETF
-0.35%
-$1,020.11 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.35%
-$1,269.45 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$966 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$860.58 
IWV ISHARES RUSSELL 3000 ETF
-0.31%
-$1,049.68 
VUG Vanguard Growth ETF
-0.19%
-$624.23 
DFNM Dimensional National Municipal Bond ETF
-0.07%
-$5,270.76 
MUB iShares National Muni Bond ETF
-0.05%
-$152.84 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$481.54 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$49.65 Events
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Dividends
Dividend Analysis
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| Trades 293 | Longs Won 203/293 69% | Profit Factor 32.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.62M |
| Average Win $521,757.34 | Best Trade (Aug 17) $57.64M | Sharpe Ratio -10.04 |
| Average Loss -$35,936.9 | Worst Trade (Sep 14) -$451,112.72 | Z-Score 3.27 (99.89%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 3d | Expectancy $350,451.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.12% | 1.47% | 13.63% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,204 | $899,342.15 | $1.4M | - | $504,079.17 | 56.05% | +0.47% |
| AGG iShares Core U.S. Aggregate Bond ETF | 24,077 | $2.33M | $2.31M | - | -$22,632.38 | -0.97% | -0.021% |
| AMZN Amazon.com Inc | 3,644 | $700,300.09 | $924,428.14 | - | $224,128.05 | 32% | -1.205% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,441.6 | $772,605.94 | - | -$25,835.66 | -3.24% | +0.862% |
| BRK-B Berkshire Hathaway Inc. | 1,500 | $798,870 | $773,535 | - | -$25,335 | -3.17% | +1.042% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 2.99M | $75.61M | $134.54M | - | $58.93M | 77.94% | -0.388% |
| DFAI Dimensional International Core Equity Market ETF | 12,275 | $378,625.8 | $522,117.12 | - | $143,491.32 | 37.9% | -0.549% |
| DFAR Dimensional US Real Estate ETF | 504,582 | $10.95M | $12.82M | - | $1.88M | 17.17% | -0.528% |
| DFAT Dimensional US Targeted Value ETF | 4,025 | $210,747.24 | $282,474.5 | - | $71,727.26 | 34.03% | -0.341% |
| DFAU Dimensional US Core Equity Market ETF | 6,048 | $256,193.28 | $318,064.32 | - | $61,871.04 | 24.15% | -0.36% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 2.31M | $51.88M | $87.16M | - | $35.28M | 68.01% | -0.998% |
| DFCF Dimensional Core Fixed Income ETF | 1.88M | $78.86M | $77.09M | - | -$1.78M | -2.26% | +0.012% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 47,274 | $1.16M | $1.88M | - | $723,461.27 | 62.61% | -1.937% |
| DFGR Dimensional Global Real Estate ETF | 35,791 | $945,913.99 | $1.01M | - | $66,251.91 | 7% | -0.528% |
| DFIC Dimensional International Core Equity Market ETF | 12,286 | $402,857.94 | $475,406.77 | - | $72,548.83 | 18.01% | -0.578% |
| DFIP Dimensional Inflation-Protected Securities ETF | 315,342 | $13M | $12.54M | - | -$457,646.14 | -3.52% | +0.038% |
| DFNM Dimensional National Municipal Bond ETF | 150,593 | $7.18M | $7.06M | - | -$116,718.67 | -1.63% | -0.075% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 9,930 | $468,767.64 | $465,667.35 | - | -$3,100.29 | -0.66% | -0.011% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 48,950 | $2.48M | $2.48M | - | -$1,630.74 | -0.07% | +0.02% |
| GE General Electric Company | 755 | $226,441.82 | $239,516.2 | - | $13,074.38 | 5.77% | -1.984% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Todd Schanel?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Core Fixed Income ETF - $9.03M, Dimensional World ex U.S. Core Equity 2 ETF - $7.71M, Dimensional U.S. Core Equity 2 ETF - $6.55M, Dimensional Inflation-Protected Securities ETF - $1.29M, and Dimensional US Real Estate ETF - $944,820.87. 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: ChargePoint Holdings, Inc - $145,899.59, Exxon Mobil Corporation - $40,270.42, Cano Health, Inc - $38,727.6, 3M Company - $17,011.9, and Berkshire Hathaway Inc - $4,859.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Todd Schanel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.76M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $8.88M, Dimensional World ex U.S. Core Equity 2 ETF - $6.18M, Dimensional U.S. Core Equity 2 ETF - $3.86M, Dimensional Inflation-Protected Securities ETF - $1.29M, and Dimensional US Real Estate ETF - $927,950.69. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Todd Schanel's monthly returns?
Todd Schanel'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 Todd Schanel's strategy be considered aggressive or moderate?
Todd Schanel'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 Todd Schanel's strategy?
Todd Schanel's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
