Scott Highmark Portfolio
Invests via Mosaic Family Wealth Partners LLC | Managed by Scott Highmark, Missy Brown, Larry Shikles, Tyler Campo, Steve Rotello, David Highmark, Lance Lehmann
Invests via Mosaic Family Wealth Partners LLC
Managed by Scott Highmark, Missy Brown, Larry Shikles, Tyler Campo, Steve Rotello, David Highmark, Lance Lehmann
Automatically Tracked
Scott Highmark Profile
With a proven track record in corporate leadership, Scott Highmark excels as an investor-operator known for driving innovation and efficiency within complex organizations. His background spans multiple sectors, where he has successfully led initiatives that optimize operational performance while enhancing market position. Engaging with diverse business environments has equipped him with insights critical to navigating contemporary capital markets. As a principal participant in strategic decision-making processes, his experience lends itself to identifying new growth opportunities and leveraging industry trends effectively. Through this multifaceted expertise, he plays an influential role in fostering competitive advantages across dynamic landscapes.
With a proven track record in corporate leadership, Scott Highmark excels as an investor-operator known for driving innovation and efficiency within complex organizations. His background spans multiple sectors, where he has successfully led initiatives that optimize operational performance while enhancing market position. Engaging with diverse business environments has equipped him with insights critical to navigating contemporary capital markets. As a principal participant in strategic decision-making processes, his experience lends itself to identifying new growth opportunities and leveraging industry trends effectively. Through this multifaceted expertise, he plays an influential role in fostering competitive advantages across dynamic landscapes.
Investment Philosophy & Strategy
Opportunity arises within fast-evolving sectors where Scott Highmark's experience allows for informed decision-making. His investment style leans towards identifying companies poised for transformation, using insights from his extensive background to uncover operational inefficiencies ripe for improvement. A hands-on approach drives his selection of ventures that demonstrate both scalability and strategic innovation potential. By prioritizing entities with a clear path toward competitive differentiation, he effectively seeks out value amid complex market dynamics. His focus on leveraging operational strengths not only facilitates sustainable growth but also underlines the importance of adaptive strategies in achieving long-term success.
Opportunity arises within fast-evolving sectors where Scott Highmark's experience allows for informed decision-making. His investment style leans towards identifying companies poised for transformation, using insights from his extensive background to uncover operational inefficiencies ripe for improvement. A hands-on approach drives his selection of ventures that demonstrate both scalability and strategic innovation potential. By prioritizing entities with a clear path toward competitive differentiation, he effectively seeks out value amid complex market dynamics. His focus on leveraging operational strengths not only facilitates sustainable growth but also underlines the importance of adaptive strategies in achieving long-term success.
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:
85.26%
Gain +1.13%
Monthly
1.84%
Yearly
24.46%
Drawdown
22.96%
$1.09B
Equity
Holdings
$1.09B
Investment
$735.44M
$395.09M
Profit +$6.84M
Realized
$40.54M
Unrealized
$354.55M
Dividends
$44.24M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.13%
Profit
$6.84M
Win %
80%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$6.42M
Win %
80%
This Month
Compared to last month
Gain
-1.1%
Profit
-$12.08M
Win %
80%
This Year
Compared to last year
Gain
11.58%
Profit
$113.15M
Win %
80%
MMM 3M Company
+9.97%
+$24,471.54 
AMAT Applied Materials, Inc.
+6.9%
+$272,019.25 
FF FutureFuel Corp
+6.38%
+$3,210.73 
MU Micron Technology, Inc.
+6.31%
+$577,456.4 
INTC Intel Corporation
+5.18%
+$42,629.25 
FCX Freeport-McMoRan Inc.
+4.73%
+$95,334.54 
NVS Novartis AG Sponsored ADR
+4.5%
+$23,910.15 
AMD Advanced Micro Devices, Inc.
+4.43%
+$59,991.56 
HPE Hewlett Packard Enterprise Company
+3.84%
+$70,154.46 
GDX VanEck Gold Miners ETF
+3.39%
+$16,692 
ORCL Oracle Corporation
+3.22%
+$14,132.19 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
+3.02%
+$10,725.56 
ASML ASML Holding N.V. New York Registry Shares
+2.99%
+$23,617.08 
TSLA Tesla, Inc.
+2.78%
+$21,762.74 
IBIT iShares Bitcoin Trust
+2.78%
+$8,908.27 
BTC Grayscale Bitcoin Mini Trust ETF
+2.76%
+$8,787.93 
MTUM iShares MSCI USA Momentum Factor ETF
+2.58%
+$16,320.34 
UNH UnitedHealth Group Incorporated
+2.43%
+$19,095.75 
GS The Goldman Sachs Group, Inc.
+2.34%
+$11,511.55 
MS Morgan Stanley
+2.29%
+$25,351.92 
EEM iShares MSCI Emerging Markets ETF
+2.25%
+$7,117.11 
CAT Caterpillar Inc.
+2.15%
+$8,709.48 
DFAE Dimensional Emerging Core Equity Market ETF
+2.09%
+$5,689.32 
IEMG iShares Core MSCI Emerging Markets ETF
+2.08%
+$30,678.55 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.04%
+$817,806.99 
CMI Cummins Inc.
+2.03%
+$18,824 
ADI Analog Devices, Inc.
+2%
+$8,513.61 
AVEM Avantis Emerging Markets Equity ETF
+1.99%
+$7,737.66 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+1.94%
+$6,205.37 
IRM Iron Mountain Inc.
+1.84%
+$4,671.6 
APAM Artisan Partners Asset Management Inc.
+1.74%
+$4,865.54 
SPEM SPDR Portfolio Emerging Markets ETF
+1.62%
+$32,199.83 
CHRW C.H. Robinson Worldwide, Inc.
+1.51%
+$3,965.39 
HON Honeywell International Inc.
+1.49%
+$6,649.44 
VGT Vanguard Information Technology ETF
+1.42%
+$3,748.08 
IAU iShares Gold Trust
+1.41%
+$27,569.54 
GLD SPDR Gold Shares
+1.41%
+$47,434.66 
HPQ HP Inc.
+1.4%
+$10,006.2 
GLDM SPDR Gold MiniShares Trust
+1.4%
+$3,296.7 
VWO Vanguard FTSE Emerging Markets ETF
+1.4%
+$162,590.49 
MRK Merck & Co., Inc.
+1.37%
+$7,949.2 
AVGO Broadcom Inc.
+1.32%
+$11,910 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$470,676.02 
VEU Vanguard FTSE All-World ex-US ETF
+1.27%
+$4,398.1 
SCHF Schwab International Equity ETF
+1.27%
+$5,942.52 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.2%
+$7,341.96 
CVS CVS Health Corporation
+1.2%
+$5,123.88 
JPM JPMorgan Chase & Co.
+1.18%
+$45,686.27 
IWP iShares Russell Mid-Cap Growth ETF
+1.17%
+$7,122.99 
QQQM Invesco NASDAQ 100 ETF
+1.16%
+$5,653.94 
IWO iShares Russell 2000 Growth ETF
+1.15%
+$4,914.9 
QQQ Invesco QQQ Trust, Series 1
+1.14%
+$32,458.72 
XOM Exxon Mobil Corporation
+1.14%
+$11,023.87 
CSQ Calamos Strategic Total Return Fund
+1.14%
+$4,554.23 
BDJ BlackRock Enhanced Equity Dividend Trust
+1.1%
+$1,284.78 
CSCO Cisco Systems, Inc.
+1.09%
+$21,175 
EFA iShares MSCI EAFE ETF
+1.09%
+$49,396.48 
VOT Vanguard Mid-Cap Growth ETF
+1.06%
+$67,019.13 
GE General Electric Company
+1.05%
+$4,765.95 
IEFA iShares Core MSCI EAFE ETF
+1.05%
+$7,286 
AVIV Avantis International Large Cap Value ETF
+1.01%
+$2,903.98 
LLY Eli Lilly and Company
+1.01%
+$23,408.92 
DFIV Dimensional International Value ETF
+0.98%
+$5,368.68 
GEV GE Vernova Inc.
+0.96%
+$3,771.04 
EMR Emerson Electric Co.
+0.95%
+$18,948.8 
IWF iShares Russell 1000 Growth ETF
+0.95%
+$43,396.52 
DFIC Dimensional International Core Equity Market ETF
+0.94%
+$222,788.65 
QCOM QUALCOMM Incorporated
+0.94%
+$5,010.97 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.93%
+$756,036.01 
VBK Vanguard Small-Cap Growth ETF
+0.91%
+$378,449.68 
BP BP p.l.c. Sponsored ADR
+0.91%
+$2,098.91 
RTX RTX Corporation
+0.9%
+$8,461.5 
ABBV AbbVie Inc.
+0.87%
+$13,756.66 
AMGN Amgen Inc.
+0.86%
+$5,466.74 
VT Vanguard Total World Stock ETF
+0.82%
+$5,487.67 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.8%
+$4,596.3 
PTL Inspire 500 ETF
+0.8%
+$3,236.94 
VTWO Vanguard Russell 2000 ETF
+0.79%
+$7,598.1 
IWM iShares Russell 2000 ETF
+0.78%
+$2,093.07 
WFC Wells Fargo & Company
+0.75%
+$7,735 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.75%
+$10,855.25 
BAC Bank of America Corporation
+0.7%
+$16,885.25 
VOOG Vanguard S&P 500 Growth ETF
+0.69%
+$48,881.29 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$2,048.84 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.67%
+$1,619.2 
PFE Pfizer Inc.
+0.65%
+$5,173.28 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.64%
+$21,827.29 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.63%
+$1,477 
DFAW Dimensional World Equity ETF
+0.62%
+$12,230.31 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.61%
+$919.17 
BA Boeing Company
+0.61%
+$8,870.95 
AVLC Avantis U.S. Large Cap Equity ETF
+0.59%
+$1,719.9 
SHEL Shell plc
+0.59%
+$1,321.92 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.58%
+$16,415.12 
CAH Cardinal Health Inc.
+0.58%
+$1,912.6 
IJR iShares Core S&P Small-Cap ETF
+0.57%
+$2,124.8 
BALL Ball Corp.
+0.56%
+$39,207 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.55%
+$8,625.15 
NVDA NVIDIA Corporation
+0.55%
+$36,763.2 
PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
+0.55%
+$591.2 
VUG Vanguard Growth ETF
+0.55%
+$938,274.21 
VB Vanguard Small-Cap ETF
+0.54%
+$7,585.82 
XLI Industrial Select Sector SPDR Fund
+0.54%
+$2,061.24 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.54%
+$999.3 
DFUS Dimensional U.S. Equity Market ETF
+0.54%
+$8,068.81 
BLK BlackRock, Inc.
+0.53%
+$2,274.52 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.53%
+$1,809.52 
DFUV Dimensional US Marketwide Value ETF
+0.53%
+$97,321.97 
IJS iShares S&P Small-Cap 600 Value ETF
+0.52%
+$4,231.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$12,538.19 
BMY Bristol-Myers Squibb Company
+0.52%
+$1,783.43 
EPS WisdomTree U.S. LargeCap Fund
+0.52%
+$1,394 
VONE Vanguard Russell 1000 ETF
+0.51%
+$1,200.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.51%
+$7,430.16 
EBI Longview Advantage ETF
+0.51%
+$22,902 
SCHB Schwab U.S. Broad Market ETF
+0.51%
+$2,291.58 
IVV iShares Core S&P 500 ETF
+0.5%
+$8,504.4 
JNJ Johnson & Johnson
+0.5%
+$15,095.62 
AVUV Avantis U.S. Small Cap Value ETF
+0.49%
+$9,353.74 
DFLV Dimensional US Large Cap Value ETF
+0.49%
+$584,064.39 
VO Vanguard Mid-Cap ETF
+0.49%
+$26,267.07 
DFAU Dimensional US Core Equity Market ETF
+0.49%
+$4,555.75 
DFAS Dimensional U.S. Small Cap ETF
+0.48%
+$10,593.18 
IWN iShares Russell 2000 Value ETF
+0.48%
+$2,009.46 
IWB iShares Russell 1000 ETF
+0.48%
+$1,671.53 
GD General Dynamics Corporation
+0.48%
+$4,567.07 
THFF First Financial Corporation
+0.47%
+$1,265.76 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$1,067.15 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$33,199.28 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.46%
+$2,147.58 
AVLV Avantis U.S. Large Cap Value ETF
+0.46%
+$3,877.44 
VOO Vanguard S&P 500 ETF
+0.45%
+$10,651.23 
VTV Vanguard Value ETF
+0.45%
+$178,594.22 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.45%
+$1,986.88 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.45%
+$59,542.47 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.44%
+$6,907.68 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.44%
+$7,637.87 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$8,754.72 
HEGD Swan Hedged Equity US Large Cap Fund
+0.41%
+$1,001.99 
SCHX Schwab U.S. Large-Cap ETF
+0.41%
+$13,941.24 
DFSV Dimensional US Small Cap Value ETF
+0.4%
+$154,688.92 
MGC Vanguard Mega Cap ETF
+0.38%
+$3,053.44 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$3,333.3 
GOF Guggenheim Strategic Opportunities Fund
+0.37%
+$8,054.2 
XLV Health Care Select Sector SPDR Fund
+0.36%
+$1,229.02 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.35%
+$23,054.62 
WELL Welltower Inc.
+0.35%
+$2,646.9 
PSX Phillips 66
+0.33%
+$1,470.84 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$1,536.1 
DFGR Dimensional Global Real Estate ETF
+0.3%
+$10,575.36 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.29%
+$854.45 
CB Chubb Limited
+0.28%
+$599.46 
WWJD Inspire International ETF
+0.27%
+$3,318.32 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.24%
+$20,906.06 
VIG Vanguard Dividend Appreciation ETF
+0.21%
+$2,563.89 
VOOV Vanguard S&P 500 Value ETF
+0.21%
+$4,402.49 
DFAT Dimensional US Targeted Value ETF
+0.21%
+$70,846.13 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.2%
+$1,137.48 
PKG Packaging Corporation of America
+0.2%
+$949.44 
CVX Chevron Corporation
+0.16%
+$1,535.74 
VNQ Vanguard Real Estate ETF
+0.15%
+$993.75 
NFLX Netflix, Inc.
+0.15%
+$822 
NVO Novo Nordisk A/S Sponsored ADR
+0.14%
+$1,393.77 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+0.14%
+$862.1 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.13%
+$825.48 
RSP Invesco S&P 500 Equal Weight ETF
+0.13%
+$1,865.16 
HIX Western Asset High Income Fund II Inc.
+0.12%
+$205.12 
XLRE The Real Estate Select Sector SPDR Fund
+0.12%
+$301.46 
ITW Illinois Tool Works Inc.
+0.12%
+$265.6 
TT Trane Technologies plc
+0.1%
+$379.35 
META Meta Platforms Inc Class A
+0.09%
+$864.09 
IWS iShares Russell Mid-Cap Value ETF
+0.09%
+$1,105.58 
CMCSA Comcast Corp
+0.08%
+$141.18 
USB U.S. Bancorp
+0.08%
+$386.2 
IWD iShares Russell 1000 Value ETF
+0.07%
+$2,408.22 
CLM Cornerstone Strategic Investment Fund, Inc.
+0.07%
+$66.09 
VOE Vanguard Mid-Cap Value ETF
+0.06%
+$4,943.64 
XLE Energy Select Sector SPDR Fund
+0.06%
+$357.35 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.03%
+$248.4 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$361.5 
BMVP Invesco Bloomberg MVP Multi-factor ETF
0%
$0 
BPRE
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ESLG Eventide Large Cap Growth ETF
0%
$0 
ESLV Eventide Large Cap Value ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
0%
$0 
DHR Danaher Corporation
-12.4%
-$37,110.72 
NOC Northrop Grumman Corporation
-2.98%
-$16,860.91 
PANW Palo Alto Networks, Inc.
-2.91%
-$28,622.97 
TTAN ServiceTitan, Inc.
-2.33%
-$81,977.2 
ADV Advantage Solutions Inc.
-1.94%
-$21,432 
WM Waste Management, Inc.
-1.93%
-$20,804.93 
CHD Church & Dwight Co., Inc.
-1.73%
-$5,624.32 
CME CME Group Inc.
-1.67%
-$4,210.7 
TJX The TJX Companies, Inc.
-1.61%
-$5,117.72 
WMB The Williams Companies, Inc.
-1.5%
-$6,856.14 
OKE ONEOK, Inc.
-1.45%
-$13,897.84 
MO Altria Group, Inc.
-1.37%
-$15,006.24 
ACN Accenture plc Class A
-1.28%
-$4,865.76 
MDLZ Mondelez International, Inc.
-1.21%
-$2,649.17 
HD The Home Depot, Inc.
-1.18%
-$10,791.66 
UL Unilever PLC Sponsored American Depositary Receipt
-1.11%
-$6,738.54 
LMT Lockheed Martin Corporation
-1.11%
-$5,740.4 
TRGP Targa Resources Corp.
-1.11%
-$9,108.3 
PM Philip Morris International Inc.
-1.07%
-$7,057.56 
ICE Intercontinental Exchange, Inc.
-1.06%
-$2,182.5 
MCD McDonald's Corporation
-1.04%
-$15,618.42 
AMZN Amazon.com Inc
-1.03%
-$59,260.02 
LOW Lowe's Companies Inc.
-0.99%
-$8,863.42 
MA Mastercard Incorporated
-0.97%
-$13,467.48 
UMI USCF Midstream Energy Income Fund
-0.93%
-$10,098.69 
V Visa Inc. Class A
-0.92%
-$9,713.4 
IBM International Business Machines Corporation
-0.9%
-$13,234.56 
CL Colgate-Palmolive Company
-0.9%
-$3,539.25 
MPLX MPLX LP
-0.85%
-$2,806.21 
WMT Walmart Inc.
-0.82%
-$31,374.76 
NKE Nike, Inc. - Class B
-0.82%
-$12,870.88 
PG Procter & Gamble Co
-0.8%
-$13,981.82 
MDT Medtronic plc
-0.78%
-$5,291 
EFSC Enterprise Financial Services Corp.
-0.77%
-$16,910.37 
LIN Linde plc
-0.77%
-$3,029.39 
COLB Columbia Banking System, Inc.
-0.76%
-$1,838.75 
CBSH Commerce Bancshares, Inc.
-0.73%
-$29,627 
AFL Aflac Inc.
-0.73%
-$1,810 
COST Costco Wholesale Corporation
-0.72%
-$9,675.78 
GOOG Alphabet Inc
-0.71%
-$41,242.35 
SO The Southern Company
-0.71%
-$5,431.02 
UNP Union Pacific Corporation
-0.7%
-$8,305.44 
GOOGL Alphabet Inc
-0.69%
-$23,476.23 
AEE Ameren Corporation
-0.67%
-$10,065.48 
SR Spire Inc.
-0.65%
-$2,143.32 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.64%
-$990 
CIF MFS Intermediate High Income Fund
-0.62%
-$1,016.65 
MSFT Microsoft Corp.
-0.6%
-$35,137.05 
AEP American Electric Power Company, Inc.
-0.58%
-$1,482.76 
VZ Verizon Communications Inc.
-0.52%
-$967.02 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.52%
-$3,913.01 
PEP PepsiCo, Inc.
-0.51%
-$6,447.52 
ET Energy Transfer L.P.
-0.49%
-$2,030.2 
DUK Duke Energy Corporation
-0.46%
-$2,644.8 
O Realty Income Corporation
-0.45%
-$3,234.38 
DEO Diageo plc Sponsored ADR
-0.45%
-$1,225.5 
SPLV Invesco S&P 500 Low Volatility ETF
-0.43%
-$11,675.4 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$15,353.31 
DFNM Dimensional National Municipal Bond ETF
-0.3%
-$1,603.33 
SBUX Starbucks Corporation
-0.28%
-$1,972.29 
KO The Coca-Cola Company
-0.26%
-$2,384.14 
MMU Western Asset Managed Municipals Fund
-0.24%
-$1,148.33 
XEL Xcel Energy Inc.
-0.23%
-$1,886.22 
DVY iShares Select Dividend ETF
-0.23%
-$6,664.17 
ABT Abbott Laboratories
-0.22%
-$845.24 
EPD Enterprise Products Partners L.P.
-0.21%
-$2,042.88 
DE Deere & Company
-0.2%
-$1,103.13 
XLU Utilities Select Sector SPDR Fund
-0.2%
-$1,473.3 
CGCB Capital Group Core Bond ETF
-0.19%
-$13,104.56 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$28,171.4 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.18%
-$290.85 
HDV iShares Core High Dividend ETF
-0.18%
-$1,344.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.17%
-$4,369.14 
PTRB PGIM Total Return Bond ETF
-0.16%
-$6,846.9 
AAPL Apple Inc.
-0.15%
-$36,566.04 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.13%
-$3,392.34 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$332.68 
PMIO PGIM Municipal Income Opportunities ETF
-0.12%
-$3,232.62 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.12%
-$598.11 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.12%
-$406.87 
T AT&T Inc.
-0.11%
-$375.35 
AVMV Avantis U.S. Mid Cap Value ETF
-0.11%
-$1,213.56 
CGHM Capital Group Municipal High-Income ETF
-0.1%
-$1,509.62 
DIS The Walt Disney Company
-0.09%
-$814.98 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$1,564.26 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$448.42 
RGA Reinsurance Group of America, Inc.
-0.06%
-$3,248.87 
CGMU Capital Group Municipal Income ETF
-0.06%
-$3,041.41 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.05%
-$2,331.82 
USMV iShares MSCI USA Min Vol Factor ETF
-0.05%
-$848 
NEE NextEra Energy, Inc.
-0.04%
-$960.6 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$916.67 
PDT John Hancock Premium Dividend Fund
-0.04%
-$55.95 
WAB Wabtec Corporation
-0.04%
-$96.84 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$1,465.35 
MMT MFS Multimarket Income Trust
-0.02%
-$158.94 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$129.78 
VFVA Vanguard U.S. Value Factor Fund
-0.02%
-$60.03 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.01%
-$150.4 Events
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Dividends
Dividend Analysis
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| Trades 2470 | Longs Won 1872/2470 75% | Profit Factor 30.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.8M |
| Average Win $218,221.79 | Best Trade (Jul 22) $77.35M | Sharpe Ratio -11.7 |
| Average Loss -$22,442.67 | Worst Trade (Jul 24) -$2.35M | Z-Score 25.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 2d | Expectancy $159,955.66 |
| 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 | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
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Returns
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FAQ
Which stocks have generated the highest profits for Scott Highmark?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $18.08M, Xtrackers MSCI EAFE Hedged Equity ETF - $7.44M, Dimensional US Large Cap Value ETF - $5.58M, Vanguard Growth ETF - $3.75M, and Microsoft Corp - $2.94M. 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: Boeing Company - $1.11M, Advantage Solutions Inc - $775,300, Centene Corporation - $326,374.01, ServiceTitan, Inc - $191,566.7, and Nike, Inc. - Class B - $90,977.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Highmark's portfolio generate?
The portfolio generates substantial dividend income, with a total of $44.24M earned over time. The largest contributors to dividend income include Xtrackers MSCI EAFE Hedged Equity ETF - $6.94M, Dimensional US Large Cap Value ETF - $4.34M, Vanguard Value ETF - $2.3M, Dimensional Emerging Markets Core Equity 2 ETF - $2.14M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $2.03M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Highmark's monthly returns?
Scott Highmark'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 Scott Highmark's strategy be considered aggressive or moderate?
Scott Highmark'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 Scott Highmark's strategy?
Scott Highmark's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
