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

Tracking: 0 Updated: 23 hours ago

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.

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.

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:

24.23%

Gain -0.01%

Monthly

0.68%

Yearly

8.42%

Drawdown

10.74%

$353.29M

Equity

Holdings

$353.29M

Investment

$252.71M

$103.22M

Profit -$31,135.28

Realized

$2.63M

Unrealized

$100.59M

Dividends

$20.4M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-0.01%

Profit

-$31,135.28

Win %

86%

This Week

Compared To Last Week

Gain

-0.01%

Profit

-$31,135.28

Win %

86%

This Month

Compared to last month

Gain

-0.27%

Profit

-$942,189.58

Win %

86%

This Year

Compared to last year

Gain

6.1%

Profit

$20.54M

Win %

86%

Gainers
Losers

NEE NextEra Energy, Inc.

+1.35%

+$37,234.7

JNJ Johnson & Johnson

+1.07%

+$3,187.7

DFAT Dimensional US Targeted Value ETF

+0.96%

+$2,656.5

DFAR Dimensional US Real Estate ETF

+0.95%

+$121,337.75

VTV Vanguard Value ETF

+0.94%

+$2,516.51

BRK-A Berkshire Hathaway Inc.

+0.93%

+$6,789

PG Procter & Gamble Co

+0.86%

+$2,764.79

SDY SPDR S&P Dividend ETF

+0.83%

+$2,421.25

DFGR Dimensional Global Real Estate ETF

+0.79%

+$8,079.67

GE General Electric Company

+0.76%

+$1,915.14

BRK-B Berkshire Hathaway Inc.

+0.71%

+$5,193.46

DFAC Dimensional U.S. Core Equity 2 ETF

+0.66%

+$885,822.14

DFAU Dimensional US Core Equity Market ETF

+0.57%

+$1,753.93

VTI VANGUARD TOTAL STOCK MKT ETF

+0.56%

+$1,406.98

VOO Vanguard S&P 500 ETF

+0.55%

+$1,491.73

GOOGL Alphabet Inc

+0.53%

+$7,131.94

IWV ISHARES RUSSELL 3000 ETF

+0.53%

+$1,699.51

SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF

+0.51%

+$1,796.76

QUAL iShares MSCI USA Quality Factor ETF

+0.47%

+$1,188.78

DFAI Dimensional International Core Equity Market ETF

+0.43%

+$1,907.82

DFIC Dimensional International Core Equity Market ETF

+0.42%

+$1,965.78

DFAX Dimensional World ex U.S. Core Equity 2 ETF

+0.4%

+$359,106.45

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.37%

+$1,508.5

DFEM Dimensional Emerging Markets Core Equity 2 ETF

+0.37%

+$7,293.3

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.34%

+$783.12

SPDW SPDR Portfolio Developed World ex-US ETF

+0.29%

+$750.14

XOM Exxon Mobil Corporation

+0.28%

+$517.4

VUG Vanguard Growth ETF

+0.18%

+$554.4

NVDA NVIDIA Corporation

+0.16%

+$978.56

MSFT Microsoft Corp.

+0.1%

+$610.38

DUSB Dimensional Ultrashort Fixed Income ETF

+0.02%

+$467.95

MCD McDonald's Corporation

+0.01%

+$121.91

AAPL Apple Inc.

-1.52%

-$19,066.5

AMZN Amazon.com Inc

-1.23%

-$10,655.96

AGG iShares Core U.S. Aggregate Bond ETF

-0.12%

-$2,889.24

DFCF Dimensional Core Fixed Income ETF

-0.1%

-$70,852.8

DFNM Dimensional National Municipal Bond ETF

-0.04%

-$2,766.62

DFIP Dimensional Inflation-Protected Securities ETF

-0.02%

-$2,283.61

DFSD Dimensional Short-Duration Fixed Income ETF

-0.02%

-$105.13

MUB iShares National Muni Bond ETF

-0.01%

-$27.78

Events

Dividends

Dividend Analysis

No Data

Trades 264	Longs Won 210/264 79%	Profit Factor 166.22
Profitability	Shorts Won 0/0 0%	Standard Deviation $3.77M
Average Win $494,478.75	Best Trade (Jun 14) $53.09M	Sharpe Ratio -7.84
Average Loss -$11,568.98	Worst Trade (Jul 27) -$133,166.23	Z-Score 14.92 (100%)
Commissions $0	Avg. Trade Length 1y 6m 4d	Expectancy $390,968.99

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%	0.1%	1.33%	13.03%
Consecutive Losing Trades	30,303	27,273	24,242	21,212	18,182	15,152	12,121	9,091	6,061	3,030