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:
113.11%
Gain -0.15%
Monthly
2.28%
Yearly
31.13%
Drawdown
21.9%
$485.97M
Equity
Holdings
$485.97M
Investment
$349.74M
$191.37M
Profit -$678,576.78
Realized
$55.15M
Unrealized
$136.22M
Dividends
$18.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$678,576.78
Win %
74%
This Week
Compared To Last Week
Gain
-1.61%
Profit
-$7.93M
Win %
74%
This Month
Compared to last month
Gain
-0.23%
Profit
-$1.13M
Win %
74%
This Year
Compared to last year
Gain
5.25%
Profit
$24.26M
Win %
73%
TOI The Oncology Institute Inc.
+6.14%
+$28,076.8 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+4.9%
+$17,964.6 
AR Antero Resources Corporation
+4.6%
+$220,870.52 
HONA Honeywell Aerospace Inc.
+3.74%
+$8,192.3 
EQT EQT Corporation
+3.1%
+$148,139.87 
RRC Range Resources Corporation
+2.97%
+$156,684.78 
KMI Kinder Morgan, Inc.
+2.83%
+$8,981.01 
BKR Baker Hughes Company
+2.7%
+$5,659.5 
TRGP Targa Resources Corp.
+2.68%
+$10,939.32 
SLB Schlumberger Limited
+2.64%
+$14,484 
BTI British American Tobacco p.l.c. ADR
+2.59%
+$13,683 
FCG First Trust Natural Gas ETF
+2.54%
+$14,995.75 
MSI Motorola Solutions, Inc.
+2.51%
+$11,051.03 
COP ConocoPhillips
+2.47%
+$17,598 
LMT Lockheed Martin Corporation
+2.38%
+$11,678.28 
DEO Diageo plc Sponsored ADR
+2.37%
+$6,472.4 
NOC Northrop Grumman Corporation
+2.36%
+$8,755.6 
FANG Diamondback Energy Inc
+2.35%
+$40,579.17 
EOG EOG Resources, Inc.
+2.34%
+$20,791.08 
LNG Cheniere Energy Inc.
+2.31%
+$18,627.63 
SHEL Shell plc
+2.25%
+$17,402.77 
IMO Imperial Oil Limited
+2.21%
+$13,465.5 
PM Philip Morris International Inc.
+2.13%
+$12,988 
ALIT Alight Inc.
+2.12%
+$3,744.78 
AEP American Electric Power Company, Inc.
+2%
+$4,529.31 
CTA Simplify Managed Futures Strategy ETF
+1.99%
+$284,682.06 
UL Unilever PLC Sponsored American Depositary Receipt
+1.96%
+$5,632.45 
CVX Chevron Corporation
+1.88%
+$71,626.67 
DVN Devon Energy Corporation
+1.84%
+$11,290.78 
TJX The TJX Companies, Inc.
+1.83%
+$6,774.24 
CCU Cia Cervecerias Unidas S.A. Sponsored ADR
+1.78%
+$2,245.61 
NUE Nucor Corporation
+1.73%
+$3,977.82 
MLPX Global X MLP & Energy Infrastructure ETF
+1.73%
+$17,301.18 
XLE Energy Select Sector SPDR Fund
+1.72%
+$293,322.66 
USB U.S. Bancorp
+1.7%
+$3,932.18 
ENFR Alerian Energy Infrastructure ETF
+1.68%
+$10,277.19 
NEM Newmont Corporation
+1.63%
+$14,583.24 
AZO AutoZone Inc.
+1.58%
+$3,047.93 
C Citigroup Inc.
+1.56%
+$5,011.2 
XOM Exxon Mobil Corporation
+1.47%
+$79,667.93 
AIG American International Group Inc.
+1.43%
+$3,045.35 
JPM JPMorgan Chase & Co.
+1.42%
+$29,850.6 
COF Capital One Financial Corporation
+1.4%
+$6,031.98 
GE General Electric Company
+1.39%
+$10,579.22 
KO The Coca-Cola Company
+1.36%
+$15,895 
GD General Dynamics Corporation
+1.29%
+$2,657.85 
COST Costco Wholesale Corporation
+1.28%
+$25,966.71 
MO Altria Group, Inc.
+1.27%
+$3,672.58 
NEE NextEra Energy, Inc.
+1.26%
+$3,431.76 
PSX Phillips 66
+1.24%
+$5,355.67 
NRG NRG Energy, Inc.
+1.24%
+$1,981.2 
PNC The PNC Financial Services Group, Inc.
+1.21%
+$2,925.41 
HLN Haleon Plc - ADR
+1.21%
+$2,553.24 
PCG PG&E Corporation
+1.2%
+$2,391.03 
MAR Marriott International Inc. - Class A
+1.19%
+$3,265.54 
GM General Motors Company
+1.18%
+$5,127.21 
HWM Howmet Aerospace Inc.
+1.18%
+$5,527.06 
STLD Steel Dynamics Inc.
+1.16%
+$9,301.91 
WTW Willis Towers Watson Public Limited Company
+1.12%
+$3,942.85 
WMB The Williams Companies, Inc.
+1.11%
+$3,764.53 
MRK Merck & Co., Inc.
+1.09%
+$10,251.04 
BLK BlackRock, Inc.
+1.08%
+$2,621.36 
HLT Hilton Worldwide Holdings Inc.
+1.06%
+$3,585.39 
PKG Packaging Corporation of America
+1.03%
+$2,148.61 
PGR Progressive Corporation
+1.02%
+$2,549.16 
HD The Home Depot, Inc.
+1.02%
+$4,012.92 
CMI Cummins Inc.
+1.01%
+$2,372.59 
DLR Digital Realty Trust, Inc.
+0.95%
+$53,790.81 
PG Procter & Gamble Co
+0.93%
+$14,960.31 
SYF Synchrony Financial
+0.91%
+$2,284.7 
RCL Royal Caribbean Group
+0.9%
+$3,699.35 
LLY Eli Lilly and Company
+0.9%
+$7,786.68 
AAPL Apple Inc.
+0.89%
+$60,011.8 
BRO Brown & Brown Inc.
+0.85%
+$2,833.3 
TPL Texas Pacific Land Corporation
+0.82%
+$98,130.87 
TT Trane Technologies plc
+0.81%
+$3,892.41 
CL Colgate-Palmolive Company
+0.8%
+$1,650.94 
L Loews Corporation
+0.78%
+$9,345.75 
BNY BlackRock New York Municipal Income Trust
+0.77%
+$1,542.35 
ADI Analog Devices, Inc.
+0.76%
+$2,309.32 
HIG The Hartford Insurance Group, Inc.
+0.74%
+$2,143.35 
ESNT Essent Group Ltd.
+0.74%
+$2,327.44 
ORLY O'Reilly Automotive Inc.
+0.72%
+$1,568 
ABBV AbbVie Inc.
+0.71%
+$5,076.66 
MRSH Marsh & McLennan Companies, Inc.
+0.7%
+$2,718.25 
TDG TransDigm Group Inc.
+0.67%
+$1,826.78 
PH Parker-Hannifin Corporation
+0.65%
+$1,351.91 
EXPE Expedia Group, Inc.
+0.63%
+$1,823.99 
FAST Fastenal Co.
+0.6%
+$3,072.87 
ISRG Intuitive Surgical, Inc.
+0.59%
+$6,242.91 
EIX Edison International
+0.59%
+$1,983.96 
V Visa Inc. Class A
+0.59%
+$8,238.76 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$38,016.44 
WMT Walmart Inc.
+0.56%
+$2,868.22 
CB Chubb Limited
+0.56%
+$2,125.62 
SBR Sabine Royalty Trust
+0.55%
+$3,356.32 
GEV GE Vernova Inc.
+0.54%
+$3,420 
FITB Fifth Third Bancorp
+0.53%
+$2,220.7 
BAC Bank of America Corporation
+0.5%
+$1,305.98 
INVH Invitation Homes Inc.
+0.48%
+$1,174.94 
JNJ Johnson & Johnson
+0.48%
+$3,218.36 
AJG Arthur J. Gallagher & Co.
+0.48%
+$1,226.88 
VLO Valero Energy Corporation
+0.47%
+$2,356.2 
AXP American Express Company
+0.46%
+$9,567.36 
LYG Lloyds Banking Group Plc ADR
+0.46%
+$961.15 
EWZ iShares MSCI Brazil ETF
+0.43%
+$5,214.96 
KVUE Kenvue Inc.
+0.43%
+$1,099.28 
BMO Bank of Montreal
+0.42%
+$1,821.6 
MCK McKesson Corporation
+0.41%
+$1,981.28 
KNSL Kinsale Capital Group Inc.
+0.4%
+$1,017.28 
TPR Tapestry Inc.
+0.38%
+$1,937.7 
CF CF Industries Holdings, Inc.
+0.36%
+$915.47 
TSCO Tractor Supply Company
+0.33%
+$2,558.38 
CME CME Group Inc.
+0.33%
+$882.67 
ICE Intercontinental Exchange, Inc.
+0.3%
+$1,185.6 
VTV Vanguard Value ETF
+0.29%
+$2,382.25 
ADP Automatic Data Processing Inc.
+0.29%
+$2,011.11 
TRV The Travelers Companies, Inc.
+0.29%
+$834.72 
AMGN Amgen Inc.
+0.27%
+$679.76 
VGK Vanguard FTSE Europe ETF
+0.25%
+$519.65 
MPC Marathon Petroleum Corporation
+0.24%
+$2,053.88 
DG Dollar General Corporation
+0.22%
+$667.87 
SBUX Starbucks Corporation
+0.19%
+$833.09 
IRM Iron Mountain Inc.
+0.18%
+$492.6 
ABEV Ambev S.A.
+0.15%
+$443.44 
EFA iShares MSCI EAFE ETF
+0.13%
+$388.26 
CAH Cardinal Health Inc.
+0.13%
+$432.57 
CPT Camden Property Trust
+0.12%
+$9,372.72 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+0.12%
+$408.2 
FCX Freeport-McMoRan Inc.
+0.11%
+$805.04 
GDX VanEck Gold Miners ETF
+0.1%
+$19,881.93 
NVDA NVIDIA Corporation
+0.1%
+$9,976.89 
PHM PulteGroup Inc.
+0.1%
+$183.7 
CVS CVS Health Corporation
+0.09%
+$507.62 
FNV Franco-Nevada Corporation
+0.09%
+$1,356.18 
SLAB Silicon Laboratories Inc.
+0.09%
+$260.84 
SCHF Schwab International Equity ETF
+0.07%
+$819.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$971.01 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$269.92 
MA Mastercard Incorporated
+0.05%
+$799.18 
MS Morgan Stanley
+0.05%
+$361 
SLVP iShares MSCI Global Silver and Metals Miners ETF
+0.04%
+$5,272.48 
URI United Rentals, Inc.
+0.02%
+$132.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$65.03 
ABT Abbott Laboratories
+0.01%
+$23.99 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
KCCA KraneShares California Carbon Allowance Strategy ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 
CRWV CoreWeave, Inc.
-11.08%
-$40,831.08 
MRNA Moderna, Inc.
-9.67%
-$86,974.61 
CRWD CrowdStrike Holdings, Inc.
-7.59%
-$42,242.56 
FTNT Fortinet Inc.
-7.49%
-$104,978.26 
DDOG Datadog, Inc. Class A Common Stock
-6.72%
-$23,722.14 
PLTR Palantir Technologies Inc.
-6.62%
-$334,392.07 
GTM ZoomInfo Technologies Inc.
-6.47%
-$5,096.87 
STX Seagate Technology Holdings plc
-5.66%
-$46,357.2 
HPE Hewlett Packard Enterprise Company
-5.41%
-$15,561.53 
BYND Beyond Meat Inc.
-4.88%
-$142.47 
WDC Western Digital Corporation
-4.76%
-$24,810.15 
STIM Neuronetics Inc.
-4.62%
-$2,061.27 
SNDK SanDisk Corporation
-4.58%
-$32,338.46 
TKNO Alpha Teknova, Inc.
-4.47%
-$8,589.08 
AXON Axon Enterprise, Inc.
-4.12%
-$17,547.74 
INTC Intel Corporation
-3.99%
-$19,323.82 
MU Micron Technology, Inc.
-3.71%
-$53,360.64 
ORCL Oracle Corporation
-3.62%
-$23,820.15 
UUUU Energy Fuels Inc.
-3.56%
-$34,582.73 
AMD Advanced Micro Devices, Inc.
-3.43%
-$99,417.87 
ANET Arista Networks, Inc.
-3.38%
-$33,895.62 
JBHT J.B. Hunt Transport Services, Inc.
-3.32%
-$8,109.4 
COIN Coinbase Global, Inc.
-3.18%
-$67,475.36 
GLW Corning Incorporated
-3.11%
-$9,447.08 
AVGO Broadcom Inc.
-3.1%
-$37,782.16 
LRCX Lam Research Corporation
-2.92%
-$18,271.81 
NFLX Netflix, Inc.
-2.68%
-$18,319.96 
DELL Dell Technologies Inc.
-2.67%
-$24,990.84 
AMAT Applied Materials, Inc.
-2.6%
-$37,877.47 
META Meta Platforms Inc Class A
-2.49%
-$40,854.92 
AIQ Global X Artificial Intelligence & Technology ETF
-2.43%
-$7,023.1 
KLAC KLA Corporation
-2.4%
-$15,844.51 
JAZZ Jazz Pharmaceuticals plc
-2.34%
-$7,877.43 
UAL United Airlines Holdings, Inc.
-2.25%
-$6,609.72 
MEDP Medpace Holdings Inc.
-2.19%
-$8,737.6 
TER Teradyne, Inc.
-2.14%
-$4,054.44 
MOH Molina Healthcare Inc.
-2.14%
-$4,789.7 
VRT Vertiv Holdings Co
-2.12%
-$2,825.55 
NXE NexGen Energy Ltd.
-2.1%
-$46,241.64 
SOXX iShares Semiconductor ETF
-2.04%
-$8,429.96 
SCHW Charles Schwab Corporation
-1.99%
-$8,489.8 
MSFT Microsoft Corp.
-1.95%
-$83,338.2 
DNN Denison Mines Corp.
-1.91%
-$40,087.57 
VGT Vanguard Information Technology ETF
-1.88%
-$4,397.6 
IXN iShares Global Tech ETF
-1.87%
-$5,052.96 
CSCO Cisco Systems, Inc.
-1.73%
-$5,323.89 
GOOGL Alphabet Inc
-1.69%
-$45,920.7 
BSOL Bitwise Solana Staking Exchange Traded Product
-1.64%
-$214,519.92 
GOOG Alphabet Inc
-1.59%
-$37,481.85 
TSLA Tesla, Inc.
-1.57%
-$15,323.17 
ETN Eaton Corporation plc
-1.51%
-$4,054.77 
GSOL Grayscale Solana Trust
-1.5%
-$3,954 
UNH UnitedHealth Group Incorporated
-1.47%
-$22,562.54 
CNC Centene Corporation
-1.45%
-$7,839.2 
FDS FactSet Research Systems Inc.
-1.42%
-$6,238.46 
IWF iShares Russell 1000 Growth ETF
-1.36%
-$3,670.68 
DAL Delta Air Lines, Inc.
-1.36%
-$4,003.62 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$4,412.75 
GMED Globus Medical Inc.
-1.32%
-$3,412.97 
PWR Quanta Services Inc.
-1.31%
-$13,281.4 
FSLR First Solar, Inc.
-1.29%
-$2,495.57 
FIX Comfort Systems USA, Inc.
-1.28%
-$3,659.28 
PINK Simplify Health Care ETF
-1.26%
-$4,032.7 
RL Ralph Lauren Corporation
-1.25%
-$5,134.86 
MP MP Materials Corp.
-1.25%
-$2,778.36 
VUG Vanguard Growth ETF
-1.25%
-$16,444.96 
CDNS Cadence Design Systems, Inc.
-1.22%
-$2,466.23 
EEM iShares MSCI Emerging Markets ETF
-1.22%
-$5,385.12 
APH Amphenol Corporation
-1.19%
-$12,796.24 
DFAE Dimensional Emerging Core Equity Market ETF
-1.18%
-$5,957.22 
IUSG iShares Core S&P U.S. Growth ETF
-1.15%
-$7,932.06 
FXI iShares China Large-Cap ETF
-1.09%
-$2,969.25 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$3,822.13 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$2,684.62 
VWO Vanguard FTSE Emerging Markets ETF
-1.03%
-$3,147.21 
BITO ProShares Bitcoin ETF
-1%
-$68,965.6 
MPWR Monolithic Power Systems, Inc.
-0.98%
-$6,520.65 
JETS U.S. Global Jets ETF
-0.98%
-$9,061 
BITB Bitwise Bitcoin ETF
-0.95%
-$105,045.98 
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF
-0.94%
-$3,017 
GBTC Grayscale Bitcoin Trust ETF
-0.93%
-$65,662.28 
AMZN Amazon.com Inc
-0.93%
-$17,525.36 
SPPP Sprott Physical Platinum and Palladium Trust
-0.9%
-$101,858.26 
DSI iShares MSCI KLD 400 Social ETF
-0.84%
-$3,407.36 
FDX FedEx Corporation
-0.82%
-$3,356.55 
URNM Sprott Uranium Miners ETF
-0.81%
-$54,734.9 
CEG Constellation Energy Corporation
-0.73%
-$1,630.11 
IBM International Business Machines Corporation
-0.71%
-$2,918.74 
CFG Citizens Financial Group, Inc.
-0.69%
-$1,497.76 
MDT Medtronic plc
-0.69%
-$1,719.3 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.68%
-$10,557.77 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$4,084.9 
EME EMCOR Group, Inc.
-0.67%
-$1,198.03 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.64%
-$1,840.97 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-0.63%
-$1,162.8 
MLI Mueller Industries Inc.
-0.6%
-$30,888.49 
IWB iShares Russell 1000 ETF
-0.6%
-$1,745.71 
PBT Permian Basin Royalty Trust
-0.59%
-$8,345.2 
CSGP CoStar Group, Inc.
-0.59%
-$3,188.96 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$27,367 
VOO Vanguard S&P 500 ETF
-0.59%
-$7,564.38 
IVV iShares Core S&P 500 ETF
-0.58%
-$1,593 
INCY Incyte Corporation
-0.55%
-$1,668.42 
REFI Chicago Atlantic Real Estate Finance, Inc.
-0.53%
-$49,114.15 
GIL Gildan Activewear Inc.
-0.52%
-$1,100 
CACI Caci International Inc.
-0.52%
-$4,675.74 
UNP Union Pacific Corporation
-0.51%
-$4,969.81 
EVR Evercore Inc.
-0.49%
-$1,826.26 
SLV iShares Silver Trust
-0.43%
-$9,521.77 
PAYX Paychex Inc.
-0.43%
-$1,339.97 
KWEB KraneShares CSI China Internet ETF
-0.41%
-$7,238.9 
DVA DaVita Inc.
-0.4%
-$1,083 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.4%
-$1,334.52 
AVUS Avantis U.S. Equity ETF
-0.39%
-$26,438 
ETHE Grayscale Ethereum Trust ETF
-0.38%
-$8,201.1 
SIVR abrdn Physical Silver Shares ETF
-0.38%
-$7,731.57 
JCI Johnson Controls International plc
-0.35%
-$1,162.72 
PSLV Sprott Physical Silver Trust
-0.35%
-$14,492.14 
ETH Ethan Allen Interiors Inc
-0.34%
-$12,813.84 
GLD SPDR Gold Shares
-0.32%
-$1,039.34 
IAU iShares Gold Trust
-0.32%
-$54,558.25 
REGN Regeneron Pharmaceuticals, Inc.
-0.32%
-$897.39 
UA Under Armour Inc.
-0.32%
-$334.8 
SGOL abrdn Physical Gold Shares ETF
-0.32%
-$3,193.12 
ETHW Bitwise Ethereum ETF
-0.31%
-$2,060.08 
AMP Ameriprise Financial, Inc.
-0.3%
-$3,047.05 
WAB Wabtec Corporation
-0.29%
-$1,020.01 
VEU Vanguard FTSE All-World ex-US ETF
-0.28%
-$580.52 
GWW W.W. Grainger, Inc.
-0.26%
-$3,597.75 
GS The Goldman Sachs Group, Inc.
-0.25%
-$1,318.5 
IAUM iShares Gold Trust Micro
-0.23%
-$37,549.42 
ASPI ASP Isotopes Inc.
-0.23%
-$90.42 
COPX Global X Copper Miners ETF
-0.22%
-$51,089.94 
NXT Nextracker Inc.
-0.22%
-$480.96 
PHYS Sprott Physical Gold Trust
-0.19%
-$2,532.42 
FR First Industrial Realty Trust Inc.
-0.15%
-$438.48 
PEN Penumbra Inc.
-0.15%
-$458.26 
EQAL Invesco Russell 1000 Equal Weight ETF
-0.14%
-$625.2 
ELV Elevance Health, Inc.
-0.12%
-$600.94 
MTZ MasTec, Inc. Common Stock
-0.12%
-$448.36 
ABNB Airbnb, Inc.
-0.09%
-$521.12 
NDAQ Nasdaq, Inc.
-0.09%
-$374.24 
COR Cencora, Inc.
-0.07%
-$204.01 
BMY Bristol-Myers Squibb Company
-0.07%
-$213.28 
GDXJ VanEck Junior Gold Miners ETF
-0.06%
-$10,145.66 
WPM Wheaton Precious Metals Corp.
-0.06%
-$1,719.04 
SILJ Amplify Junior Silver Miners ETF
-0.04%
-$300.34 
DHI D.R. Horton, Inc.
-0.03%
-$57.24 
WELL Welltower Inc.
-0.02%
-$56.65 
ERIE Erie Indemnity Company
-0.02%
-$62.6 
CAT Caterpillar Inc.
-0.01%
-$57.2 Events
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Dividends
Dividend Analysis
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| Trades 2178 | Longs Won 1557/2178 71% | Profit Factor 8.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $549,569.7 |
| Average Win $139,664.47 | Best Trade (Oct 16) $9.7M | Sharpe Ratio -49.48 |
| Average Loss -$42,008.88 | Worst Trade (Oct 16) -$4.71M | Z-Score 17.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 1d | Expectancy $87,865.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,676 | $5.36M | $6.79M | - | $1.43M | 26.63% | +0.892% |
| ABBV AbbVie Inc. | 2,532 | $407,105.01 | $722,645.46 | - | $315,540.45 | 77.51% | +0.707% |
| ABEV Ambev S.A. | 88,689 | $181,445.16 | $289,569.58 | - | $108,124.42 | 59.59% | +0.153% |
| ABNB Airbnb, Inc. | 3,257 | $446,633.32 | $567,108.84 | - | $120,475.52 | 26.97% | -0.092% |
| ABT Abbott Laboratories | 2,399 | $217,685 | $251,151.31 | - | $33,466.31 | 15.37% | +0.01% |
| ADI Analog Devices, Inc. | 751 | $239,734.83 | $305,675.77 | - | $65,940.94 | 27.51% | +0.761% |
| ADP Automatic Data Processing Inc. | 2,423 | $563,442.41 | $694,141.04 | - | $130,698.63 | 23.2% | +0.291% |
| AEP American Electric Power Company, Inc. | 1,819 | $204,968.45 | $230,612.82 | - | $25,644.37 | 12.51% | +2.003% |
| AIG American International Group Inc. | 2,695 | $219,643.22 | $216,273.75 | - | -$3,369.47 | -1.53% | +1.428% |
| AIQ Global X Artificial Intelligence & Technology ETF | 4,502 | $222,364 | $281,510.06 | - | $59,146.06 | 26.6% | -2.434% |
| AJG Arthur J. Gallagher & Co. | 1,031 | $236,639 | $259,079.99 | - | $22,440.99 | 9.48% | +0.476% |
| ALIT Alight Inc. | 19,204 | $10,754 | $180,805.66 | - | $170,051.66 | 1,581.29% | +2.115% |
| AMAT Applied Materials, Inc. | 3,391 | $558,119.43 | $1.42M | - | $862,167.01 | 154.48% | -2.598% |
| AMD Advanced Micro Devices, Inc. | 5,158 | $757,653.48 | $2.8M | - | $2.04M | 269.64% | -3.428% |
| AMGN Amgen Inc. | 586 | $206,492.61 | $255,021.34 | - | $48,528.73 | 23.5% | +0.267% |
| AMP Ameriprise Financial, Inc. | 2,045 | $791,734.1 | $1.02M | - | $232,994.95 | 29.43% | -0.296% |
| AMZN Amazon.com Inc | 7,426 | $1.38M | $1.87M | - | $498,004.64 | 36.18% | -0.926% |
| ANET Arista Networks, Inc. | 5,406 | $547,111.91 | $969,349.86 | - | $422,237.95 | 77.18% | -3.379% |
| APH Amphenol Corporation | 13,192 | $229,620.4 | $1.06M | - | $832,599.44 | 362.6% | -1.19% |
| AR Antero Resources Corporation | 131,863 | $4.65M | $5.03M | - | $376,525.09 | 8.1% | +4.597% |
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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 - $1.64M, 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 $18.46M earned over time. The largest contributors to dividend income include Chicago Atlantic Real Estate Finance, Inc - $3.38M, ProShares Bitcoin ETF - $2.91M, Energy Select Sector SPDR Fund - $981,486.72, Global X Copper Miners ETF - $811,999.81, and Simplify Managed Futures Strategy ETF - $735,583.56. 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.
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