Neil Greenspan Portfolio
Invests via Fielder Capital Group LLC | Managed by Stephen L. Korn, Frank C. Byrd III
Invests via Fielder Capital Group LLC
Managed by Stephen L. Korn, Frank C. Byrd III
Automatically Tracked
Neil Greenspan Profile
Veteran life-sciences executive and investor focused on biotech strategy, clinical-stage assets and translational research commercialization. Neil Greenspan brings operating and advisory experience across therapeutics development, partnering and capital formation, often supporting seed-to-growth equity rounds and licensing transactions. Background blends scientific leadership with board and advisory roles, informing go-to-market assessments, pipeline valuation and risk-adjusted investment theses. Active in deal sourcing, due diligence and cross-disciplinary management of R&D portfolios, with experience working alongside institutional investors and corporate partners to advance clinical programs. Market-relevant strengths include technical vetting of targets, structuring collaborative alliances and advising on exit pathways for early-stage life-science ventures.
Veteran life-sciences executive and investor focused on biotech strategy, clinical-stage assets and translational research commercialization. Neil Greenspan brings operating and advisory experience across therapeutics development, partnering and capital formation, often supporting seed-to-growth equity rounds and licensing transactions. Background blends scientific leadership with board and advisory roles, informing go-to-market assessments, pipeline valuation and risk-adjusted investment theses. Active in deal sourcing, due diligence and cross-disciplinary management of R&D portfolios, with experience working alongside institutional investors and corporate partners to advance clinical programs. Market-relevant strengths include technical vetting of targets, structuring collaborative alliances and advising on exit pathways for early-stage life-science ventures.
Investment Philosophy & Strategy
Brings a science-led, active-investor approach to early and clinical-stage biotech, prioritizing translational assets with clear de-risking pathways and demonstrable mechanistic validation. Capital allocation favors seed-to-growth equity and structured licensing where technical due diligence, milestone-driven financing and partner syndication reduce binary clinical risk. Investment horizon is medium-to-long, focused on value creation through catalytic data readouts, alliance formation and disciplined portfolio construction. Decisions emphasize deep technical vetting, pragmatic go‑to‑market planning and exit strategies aligned with strategic acquirers and public markets.
Brings a science-led, active-investor approach to early and clinical-stage biotech, prioritizing translational assets with clear de-risking pathways and demonstrable mechanistic validation. Capital allocation favors seed-to-growth equity and structured licensing where technical due diligence, milestone-driven financing and partner syndication reduce binary clinical risk. Investment horizon is medium-to-long, focused on value creation through catalytic data readouts, alliance formation and disciplined portfolio construction. Decisions emphasize deep technical vetting, pragmatic go‑to‑market planning and exit strategies aligned with strategic acquirers and public markets.
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:
125.4%
Gain -1.81%
Monthly
2.57%
Yearly
35.6%
Drawdown
21.9%
$503.83M
Equity
Holdings
$503.83M
Investment
$349.74M
$209.24M
Profit -$6.07M
Realized
$55.15M
Unrealized
$154.09M
Dividends
$17.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.81%
Profit
-$6.07M
Win %
77%
This Week
Compared To Last Week
Gain
2.32%
Profit
$11.4M
Win %
77%
This Month
Compared to last month
Gain
-1.19%
Profit
-$6.07M
Win %
77%
This Year
Compared to last year
Gain
9.13%
Profit
$42.13M
Win %
76%
DVA DaVita Inc.
+27.24%
+$73,244.99 
ALIT Alight Inc.
+19.06%
+$52,811 
MSI Motorola Solutions, Inc.
+8.14%
+$34,437.89 
PH Parker-Hannifin Corporation
+7.31%
+$15,819.3 
EOG EOG Resources, Inc.
+6.92%
+$54,179.28 
CTA Simplify Managed Futures Strategy ETF
+6.35%
+$788,350.32 
CVS CVS Health Corporation
+6.3%
+$37,325 
ASPI ASP Isotopes Inc.
+5.93%
+$4,339.92 
XLE Energy Select Sector SPDR Fund
+3.91%
+$573,836.48 
FSLR First Solar, Inc.
+2.88%
+$7,362.74 
MLPX Global X MLP & Energy Infrastructure ETF
+2.83%
+$29,116.62 
COR Cencora, Inc.
+2.46%
+$6,909.73 
DVN Devon Energy Corporation
+2.42%
+$12,725.52 
AMD Advanced Micro Devices, Inc.
+2.21%
+$54,829.6 
FDX FedEx Corporation
+2.01%
+$8,654.88 
CCU Cia Cervecerias Unidas S.A. Sponsored ADR
+1.97%
+$2,718.37 
FANG Diamondback Energy Inc
+1.86%
+$30,489.52 
STX Seagate Technology Holdings plc
+1.82%
+$18,118.69 
ETN Eaton Corporation plc
+1.76%
+$5,270.52 
AR Antero Resources Corporation
+1.69%
+$76,480.54 
REFI Chicago Atlantic Real Estate Finance, Inc.
+1.61%
+$157,165.28 
BKR Baker Hughes Company
+1.58%
+$3,753.75 
SBR Sabine Royalty Trust
+1.57%
+$9,431.67 
AVGO Broadcom Inc.
+1.54%
+$22,771.84 
COP ConocoPhillips
+1.5%
+$8,648.15 
KNSL Kinsale Capital Group Inc.
+1.46%
+$3,801.6 
UA Under Armour Inc.
+1.36%
+$2,008.8 
TJX The TJX Companies, Inc.
+1.34%
+$5,491.24 
KLAC KLA Corporation
+1.26%
+$9,159.23 
FAST Fastenal Co.
+1.25%
+$6,296.87 
KWEB KraneShares CSI China Internet ETF
+1.23%
+$25,336.15 
PGR Progressive Corporation
+1.21%
+$3,003.13 
CF CF Industries Holdings, Inc.
+1.2%
+$2,980.6 
GWW W.W. Grainger, Inc.
+1.2%
+$15,764.5 
FXI iShares China Large-Cap ETF
+1.16%
+$3,325.54 
CVX Chevron Corporation
+1.12%
+$36,290.76 
NEM Newmont Corporation
+1.09%
+$8,796.24 
HWM Howmet Aerospace Inc.
+1%
+$6,252.6 
WBD Warner Bros. Discovery, Inc.
+0.91%
+$2,376.32 
META Meta Platforms Inc Class A
+0.9%
+$11,787.16 
BMY Bristol-Myers Squibb Company
+0.82%
+$2,772.64 
COST Costco Wholesale Corporation
+0.62%
+$12,182.92 
JCI Johnson Controls International plc
+0.59%
+$2,012.42 
KMI Kinder Morgan, Inc.
+0.53%
+$1,593.4 
EQAL Invesco Russell 1000 Equal Weight ETF
+0.46%
+$2,188.2 
AAPL Apple Inc.
+0.45%
+$27,742.96 
ADI Analog Devices, Inc.
+0.45%
+$1,284.21 
GD General Dynamics Corporation
+0.44%
+$1,026.49 
GOOG Alphabet Inc
+0.43%
+$10,611.3 
PAYX Paychex Inc.
+0.31%
+$1,043.77 
EVR Evercore Inc.
+0.3%
+$1,366.11 
MLI Mueller Industries Inc.
+0.29%
+$16,925.2 
V Visa Inc. Class A
+0.28%
+$3,665.52 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.27%
+$1,083.75 
DG Dollar General Corporation
+0.25%
+$736.96 
ESNT Essent Group Ltd.
+0.24%
+$792.32 
L Loews Corporation
+0.23%
+$2,968.67 
WELL Welltower Inc.
+0.22%
+$535.6 
AZO AutoZone Inc.
+0.18%
+$354.69 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.17%
+$593.12 
WAB Wabtec Corporation
+0.17%
+$612 
LYG Lloyds Banking Group Plc ADR
+0.16%
+$384.46 
MRSH Marsh & McLennan Companies, Inc.
+0.15%
+$581 
SLAB Silicon Laboratories Inc.
+0.11%
+$330 
MA Mastercard Incorporated
+0.11%
+$1,598.35 
BRO Brown & Brown Inc.
+0.11%
+$366.37 
ELV Elevance Health, Inc.
+0.04%
+$190.41 
USB U.S. Bancorp
+0.03%
+$80.66 
JAZZ Jazz Pharmaceuticals plc
+0.02%
+$78.63 
ABNB Airbnb, Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AXON Axon Enterprise, Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BMO Bank of Montreal
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
CNC Centene Corporation
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COIN Coinbase Global, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
EQT EQT Corporation
0%
$0 
ERIE Erie Indemnity Company
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
0%
$0 
GIL Gildan Activewear Inc.
0%
$0 
GMED Globus Medical Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IMO Imperial Oil Limited
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LNG Cheniere Energy Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRNA Moderna, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
NXE NexGen Energy Ltd.
0%
$0 
ORCL Oracle Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
PCG PG&E Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PKG Packaging Corporation of America
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
$0 
RCL Royal Caribbean Group
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RL Ralph Lauren Corporation
0%
$0 
RRC Range Resources Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SLB Schlumberger Limited
0%
$0 
STLD Steel Dynamics Inc.
0%
$0 
STIM Neuronetics Inc.
0%
$0 
SYF Synchrony Financial
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
TER Teradyne, Inc.
0%
$0 
TKNO Alpha Teknova, Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
URI United Rentals, Inc.
0%
$0 
UUUU Energy Fuels Inc.
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
WDC Western Digital Corporation
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
BITO ProShares Bitcoin ETF
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
ENFR Alerian Energy Infrastructure ETF
0%
$0 
EWZ iShares MSCI Brazil ETF
0%
$0 
FCG First Trust Natural Gas ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GDXJ VanEck Junior Gold Miners ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IXN iShares Global Tech ETF
0%
$0 
JETS U.S. Global Jets ETF
0%
$0 
PINK Simplify Health Care ETF
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
ETH Ethan Allen Interiors Inc
0%
$0 
BITB Bitwise Bitcoin ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
BSOL Bitwise Solana Staking Exchange Traded Product
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 G200
G2004J103
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
-28.89%
-$596,965.19 
PBT Permian Basin Royalty Trust
-14.25%
-$205,291.92 
BYND Beyond Meat Inc.
-13.53%
-$1,017.64 
SILJ Amplify Junior Silver Miners ETF
-13.19%
-$109,924.44 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-12.7%
-$1.52M 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-11.96%
-$40,901.64 
WPM Wheaton Precious Metals Corp.
-11.23%
-$296,319.54 
GTM ZoomInfo Technologies Inc.
-9.84%
-$6,947.64 
URNM Sprott Uranium Miners ETF
-7.5%
-$604,585.12 
SLV iShares Silver Trust
-6.62%
-$157,003.49 
SIVR abrdn Physical Silver Shares ETF
-6.6%
-$146,711.39 
TPL Texas Pacific Land Corporation
-6.28%
-$828,753.7 
FNV Franco-Nevada Corporation
-6.02%
-$88,022.54 
VGT Vanguard Information Technology ETF
-5.49%
-$12,561.84 
CSGP CoStar Group, Inc.
-4.8%
-$24,336.8 
PHYS Sprott Physical Gold Trust
-4.79%
-$64,998.78 
IAU iShares Gold Trust
-4.61%
-$803,097.44 
IAUM iShares Gold Trust Micro
-4.61%
-$770,751.15 
IWF iShares Russell 1000 Growth ETF
-4.5%
-$12,098.04 
AMGN Amgen Inc.
-4.37%
-$10,436.66 
PSLV Sprott Physical Silver Trust
-4.35%
-$196,201.28 
IUSG iShares Core S&P U.S. Growth ETF
-4.2%
-$28,941.26 
SGOL abrdn Physical Gold Shares ETF
-3.98%
-$41,127.45 
CACI Caci International Inc.
-3.92%
-$29,913.04 
DNN Denison Mines Corp.
-3.56%
-$97,991.85 
DFAE Dimensional Emerging Core Equity Market ETF
-3.12%
-$16,198.27 
MTZ MasTec, Inc. Common Stock
-3.04%
-$16,548.56 
VV Vanguard Large-Cap Index Fund ETF Shares
-3.02%
-$8,661.47 
GBTC Grayscale Bitcoin Trust ETF
-2.91%
-$162,486.32 
AIQ Global X Artificial Intelligence & Technology ETF
-2.87%
-$8,058.58 
ETHW Bitwise Ethereum ETF
-2.7%
-$13,858.72 
MU Micron Technology, Inc.
-2.6%
-$35,820.8 
ETHE Grayscale Ethereum Trust ETF
-2.59%
-$43,739.2 
ANET Arista Networks, Inc.
-2.53%
-$26,975.94 
AVUS Avantis U.S. Equity ETF
-2.46%
-$170,261.25 
FTNT Fortinet Inc.
-2.45%
-$30,962.04 
TOI The Oncology Institute Inc.
-2.42%
-$8,774 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$37,329.94 
EXPE Expedia Group, Inc.
-2.38%
-$7,554.4 
TPR Tapestry Inc.
-2.22%
-$15,200.18 
SCHF Schwab International Equity ETF
-2.17%
-$24,985.03 
GSOL Grayscale Solana Trust
-2.13%
-$3,954 
UNH UnitedHealth Group Incorporated
-2.13%
-$33,126.94 
JBHT J.B. Hunt Transport Services, Inc.
-1.98%
-$5,620.99 
ISRG Intuitive Surgical, Inc.
-1.85%
-$17,011.56 
VTV Vanguard Value ETF
-1.8%
-$14,806.64 
KCCA KraneShares California Carbon Allowance Strategy ETF
-1.78%
-$204,812.59 
GE General Electric Company
-1.75%
-$16,221.44 
GEV GE Vernova Inc.
-1.74%
-$12,079.45 
MOH Molina Healthcare Inc.
-1.67%
-$3,439.3 
NEE NextEra Energy, Inc.
-1.5%
-$4,449.21 
HPE Hewlett Packard Enterprise Company
-1.48%
-$3,878.11 
NFLX Netflix, Inc.
-1.43%
-$9,984.14 
TRV The Travelers Companies, Inc.
-1.39%
-$3,985.62 
NXT Nextracker Inc.
-1.37%
-$3,660.64 
IBM International Business Machines Corporation
-1.35%
-$5,574.54 
AMP Ameriprise Financial, Inc.
-1.33%
-$15,235.27 
GOOGL Alphabet Inc
-1.29%
-$36,363.52 
IRM Iron Mountain Inc.
-1.27%
-$3,990.06 
INTC Intel Corporation
-1.24%
-$6,347.49 
UL Unilever PLC Sponsored American Depositary Receipt
-1.2%
-$3,414.95 
INCY Incyte Corporation
-1.19%
-$3,821.22 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$5,621.72 
HIG The Hartford Insurance Group, Inc.
-1.18%
-$3,658.87 
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF
-1.16%
-$4,202.25 
FDS FactSet Research Systems Inc.
-1.13%
-$4,587.54 
FITB Fifth Third Bancorp
-1.11%
-$5,363.2 
EEM iShares MSCI Emerging Markets ETF
-1.06%
-$4,832.82 
CPT Camden Property Trust
-1.04%
-$91,384.02 
JNJ Johnson & Johnson
-1.03%
-$7,017.11 
PHM PulteGroup Inc.
-1%
-$2,221.11 
VRT Vertiv Holdings Co
-1%
-$1,720.17 
NDAQ Nasdaq, Inc.
-0.99%
-$4,397.32 
ABBV AbbVie Inc.
-0.97%
-$6,076.8 
GM General Motors Company
-0.95%
-$4,402.15 
BTI British American Tobacco p.l.c. ADR
-0.91%
-$4,925.88 
HLT Hilton Worldwide Holdings Inc.
-0.84%
-$2,698.9 
JPM JPMorgan Chase & Co.
-0.82%
-$18,398.46 
MP MP Materials Corp.
-0.81%
-$2,083.77 
HLN Haleon Plc - ADR
-0.8%
-$1,702.16 
EIX Edison International
-0.71%
-$2,915.82 
MCK McKesson Corporation
-0.67%
-$2,854.79 
AXP American Express Company
-0.65%
-$15,148.32 
TSLA Tesla, Inc.
-0.63%
-$5,439.83 
BLK BlackRock, Inc.
-0.59%
-$1,464.74 
APH Amphenol Corporation
-0.53%
-$3,001.21 
ABEV Ambev S.A.
-0.49%
-$1,330.34 
MEDP Medpace Holdings Inc.
-0.47%
-$1,739.9 
SPPP Sprott Physical Platinum and Palladium Trust
-0.46%
-$57,129.2 
ICE Intercontinental Exchange, Inc.
-0.43%
-$1,580.8 
TMO Thermo Fisher Scientific Inc.
-0.39%
-$1,068.76 
WMT Walmart Inc.
-0.33%
-$1,602.84 
KO The Coca-Cola Company
-0.31%
-$3,433.32 
CL Colgate-Palmolive Company
-0.3%
-$624.68 
FR First Industrial Realty Trust Inc.
-0.26%
-$803.88 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-0.24%
-$387.6 
CEG Constellation Energy Corporation
-0.24%
-$523.1 
ABT Abbott Laboratories
-0.24%
-$599.75 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$520.19 
CME CME Group Inc.
-0.16%
-$403.76 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$7,414.32 
IVV iShares Core S&P 500 ETF
-0.16%
-$435.42 
AMZN Amazon.com Inc
-0.14%
-$2,896.07 
PM Philip Morris International Inc.
-0.14%
-$809.81 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$2,139.46 
NVDA NVIDIA Corporation
-0.1%
-$10,927.07 
UAL United Airlines Holdings, Inc.
-0.1%
-$405.83 
INVH Invitation Homes Inc.
-0.1%
-$271.14 
MDT Medtronic plc
-0.09%
-$195.37 
WTW Willis Towers Watson Public Limited Company
-0.08%
-$311.58 
VUG Vanguard Growth ETF
-0.08%
-$1,027.81 
PEN Penumbra Inc.
-0.06%
-$185.25 
UNP Union Pacific Corporation
-0.03%
-$268.67 
MPWR Monolithic Power Systems, Inc.
0%
-$5.32 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2178 | Longs Won 1595/2178 73% | Profit Factor 10.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $602,607.67 |
| Average Win $145,527.47 | Best Trade (Aug 26) $13.27M | Sharpe Ratio -49.48 |
| Average Loss -$39,244.64 | Worst Trade (Aug 17) -$5.78M | Z-Score 20.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m | Expectancy $96,068.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,676 | $5.36M | $6.15M | - | $785,656.02 | 14.65% | +0.453% |
| ABBV AbbVie Inc. | 2,532 | $407,105.01 | $617,301.6 | - | $210,196.59 | 51.63% | -0.975% |
| ABEV Ambev S.A. | 88,689 | $181,445.16 | $267,397.33 | - | $85,952.17 | 47.37% | -0.495% |
| ABNB Airbnb, Inc. | 3,257 | $446,633.32 | $496,659.96 | - | $50,026.64 | 11.2% | 0.0 |
| ABT Abbott Laboratories | 2,399 | $217,685 | $252,998.54 | - | $35,313.54 | 16.22% | -0.236% |
| ADI Analog Devices, Inc. | 751 | $239,734.83 | $284,929.4 | - | $45,194.57 | 18.85% | +0.453% |
| ADP Automatic Data Processing Inc. | 2,423 | $563,442.41 | $654,428.06 | - | $90,985.65 | 16.15% | 0.0 |
| AEP American Electric Power Company, Inc. | 1,819 | $204,968.45 | $230,048.93 | - | $25,080.48 | 12.24% | 0.0 |
| AIG American International Group Inc. | 2,695 | $219,643.22 | $215,923.4 | - | -$3,719.82 | -1.69% | 0.0 |
| AIQ Global X Artificial Intelligence & Technology ETF | 4,502 | $222,364 | $272,686.14 | - | $50,322.14 | 22.63% | -2.87% |
| AJG Arthur J. Gallagher & Co. | 1,031 | $236,639 | $258,811.93 | - | $22,172.93 | 9.37% | 0.0 |
| ALIT Alight Inc. | 19,204 | $10,754 | $329,924.72 | - | $319,170.72 | 2,967.93% | +19.058% |
| AMAT Applied Materials, Inc. | 3,391 | $558,119.43 | $1.81M | - | $1.25M | 224.59% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 5,158 | $757,653.48 | $2.54M | - | $1.78M | 235.41% | +2.205% |
| AMGN Amgen Inc. | 586 | $206,492.61 | $228,551.71 | - | $22,059.1 | 10.68% | -4.367% |
| AMP Ameriprise Financial, Inc. | 2,045 | $791,734.1 | $1.13M | - | $340,337.04 | 42.99% | -1.328% |
| AMZN Amazon.com Inc | 7,426 | $1.38M | $2.02M | - | $645,485 | 46.9% | -0.143% |
| ANET Arista Networks, Inc. | 5,406 | $547,111.91 | $1.04M | - | $492,570.01 | 90.03% | -2.529% |
| APH Amphenol Corporation | 6,596 | $229,620.38 | $565,046.34 | - | $335,425.96 | 146.08% | -0.528% |
| AR Antero Resources Corporation | 131,863 | $4.65M | $4.6M | - | -$45,436.51 | -0.98% | +1.689% |
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FAQ
Which stocks have generated the highest profits for Neil Greenspan?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI Global Silver and Metals Miners ETF - $14.45M, Sprott Physical Silver Trust - $5.01M, Global X Copper Miners ETF - $3.84M, abrdn Physical Silver Shares ETF - $3.62M, and Bitwise Bitcoin ETF - $3.48M. 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: Ethan Allen Interiors Inc - $1.65M, Grayscale Bitcoin Mini Trust ETF - $730,045.69, CoreWeave, Inc - $430,582.96, Bitwise Solana Staking Exchange Traded Product - $264,092.12, and Lamb Weston Holdings, Inc - $178,878.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Neil Greenspan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.17M earned over time. The largest contributors to dividend income include Chicago Atlantic Real Estate Finance, Inc - $2.92M, ProShares Bitcoin ETF - $2.9M, Energy Select Sector SPDR Fund - $884,067.73, Global X Copper Miners ETF - $811,999.81, and Simplify Managed Futures Strategy ETF - $672,320.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Neil Greenspan's monthly returns?
Neil Greenspan'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 Neil Greenspan's strategy be considered aggressive or moderate?
Neil Greenspan'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 Neil Greenspan's strategy?
Neil Greenspan'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.
