LC
Lisa Candera Portfolio
Invests via CIGNA INVESTMENTS Inc. /NEW | Managed by Lisa Candera
Invests via CIGNA INVESTMENTS Inc. /NEW
Managed by Lisa Candera
Automatically Tracked
Lisa Candera Profile
With a distinguished background in private equity and venture capital, Lisa Candera has carved out a significant niche as an entrepreneurial founder. She has successfully navigated the complexities of startup ecosystems, fostering innovation through her leadership in multiple high-growth ventures. Her hands-on experience spans diverse sectors including technology and healthcare, where she identifies untapped market opportunities to drive organizational success. Candera's strategic vision not only positions her companies for expansion but also contributes to broader industry trends shaping future investments. Through her extensive network and deep understanding of market dynamics, she plays a vital role in steering new businesses toward sustainable growth.
With a distinguished background in private equity and venture capital, Lisa Candera has carved out a significant niche as an entrepreneurial founder. She has successfully navigated the complexities of startup ecosystems, fostering innovation through her leadership in multiple high-growth ventures. Her hands-on experience spans diverse sectors including technology and healthcare, where she identifies untapped market opportunities to drive organizational success. Candera's strategic vision not only positions her companies for expansion but also contributes to broader industry trends shaping future investments. Through her extensive network and deep understanding of market dynamics, she plays a vital role in steering new businesses toward sustainable growth.
Investment Philosophy & Strategy
In a rapidly evolving market landscape, Lisa Candera emphasizes strategic innovation as a cornerstone of her investment philosophy. Her deep understanding of the startup ecosystem enables her to uncover distinctive growth trajectories within technology and healthcare sectors. By leveraging her extensive network, she cultivates partnerships that enhance operational efficiencies and drive scalability in emerging businesses. Rather than following conventional paths, she seeks out opportunities that challenge the status quo, fostering creativity among teams to maximize their potential for long-term impact. This dynamic approach aligns with her commitment to transforming visionary ideas into successful ventures.
In a rapidly evolving market landscape, Lisa Candera emphasizes strategic innovation as a cornerstone of her investment philosophy. Her deep understanding of the startup ecosystem enables her to uncover distinctive growth trajectories within technology and healthcare sectors. By leveraging her extensive network, she cultivates partnerships that enhance operational efficiencies and drive scalability in emerging businesses. Rather than following conventional paths, she seeks out opportunities that challenge the status quo, fostering creativity among teams to maximize their potential for long-term impact. This dynamic approach aligns with her commitment to transforming visionary ideas into successful ventures.
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:
37.78%
Gain +3.82%
Monthly
0.73%
Yearly
9.07%
Drawdown
12.33%
$798.85M
Equity
Holdings
$798.85M
Investment
$423.11M
$1.02B
Profit +$29.95M
Realized
$641.54M
Unrealized
$375.74M
Dividends
$156.75M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
3.82%
Profit
$29.95M
Win %
83%
This Week
Compared To Last Week
Gain
5.03%
Profit
$38.28M
Win %
83%
This Month
Compared to last month
Gain
6.03%
Profit
$45.46M
Win %
83%
This Year
Compared to last year
Gain
4.8%
Profit
$36.59M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$3.31M 
DXCM DexCom, Inc.
+11.95%
+$33,047.19 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$49,102.94 
ETN Eaton Corporation plc
+7.32%
+$104,605.45 
GOOG Alphabet Inc
+6.88%
+$1.03M 
GOOGL Alphabet Inc
+6.73%
+$1.24M 
NVT nVent Electric plc
+6.24%
+$14,131.95 
VRT Vertiv Holdings Co
+6.18%
+$50,680.18 
COHR Coherent Corp.
+5.55%
+$23,552.51 
ANET Arista Networks, Inc.
+5.46%
+$92,674.95 
FTNT Fortinet Inc.
+4.99%
+$44,190.3 
CBOE Cboe Global Markets Inc.
+4.62%
+$14,011.64 
APO Apollo Global Management, Inc.
+4.44%
+$21,173.1 
SNPS Synopsys, Inc.
+4.41%
+$28,982.56 
FTAI FTAI Aviation Ltd.
+4.3%
+$8,270.5 
LPLA LPL Financial Holdings Inc.
+4.28%
+$11,115.45 
ZM Zoom Video Communications, Inc.
+4.06%
+$8,970 
TSEM Tower Semiconductor Ltd.
+4.03%
+$17,828.45 
FTI TechnipFMC plc
+3.98%
+$9,800.98 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$16,513.75 
MDB MongoDB Inc.
+3.56%
+$8,514.41 
FFIV F5 Inc.
+3.56%
+$7,656.29 
FERG Ferguson Enterprises Inc
+3.52%
+$14,481.49 
AUR Aurora Innovation, Inc.
+3.37%
+$2,455.32 
TWLO Twilio Inc.
+3.36%
+$8,852.22 
TT Trane Technologies plc
+3.33%
+$30,469.61 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$23,488.4 
META Meta Platforms Inc Class A
+3.28%
+$367,337.17 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$18,952.22 
ARES Ares Management Corporation
+3.2%
+$7,503.29 
CRS Carpenter Technology Corporation
+3.17%
+$7,129.64 
ATI ATI Inc.
+3.05%
+$7,179.85 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$53,580 
MSFT Microsoft Corp.
+3.02%
+$949,313.3 
LITE Lumentum Holdings Inc.
+2.99%
+$13,910.41 
GRAB Grab Holdings Limited
+2.94%
+$4,242.6 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$9,290.53 
NVDA NVIDIA Corporation
+2.93%
+$1.26M 
ESLT Elbit Systems Ltd.
+2.89%
+$11,299.62 
P Everpure Inc.
+2.81%
+$6,405.97 
STRL Sterling Infrastructure, Inc.
+2.76%
+$4,394.97 
NTAP NetApp, Inc.
+2.6%
+$8,556.36 
MTD Mettler-Toledo International Inc.
+2.58%
+$6,852.49 
FSLR First Solar, Inc.
+2.44%
+$4,999.92 
CVX Chevron Corporation
+2.35%
+$78,968.92 
MRVL Marvell Technology, Inc.
+2.32%
+$34,957.56 
ORLY O'Reilly Automotive Inc.
+2.28%
+$15,667.27 
CNC Centene Corporation
+2.27%
+$6,374.22 
FAST Fastenal Co.
+2.25%
+$11,391.45 
GLW Corning Incorporated
+2.24%
+$22,770.45 
WDC Western Digital Corporation
+2.21%
+$37,996.17 
EOG EOG Resources, Inc.
+2.19%
+$16,055.87 
DVN Devon Energy Corporation
+2.17%
+$10,228.8 
CDNS Cadence Design Systems, Inc.
+2.16%
+$18,547.15 
CSCO Cisco Systems, Inc.
+2.14%
+$90,604.98 
LNG Cheniere Energy Inc.
+2.13%
+$10,777.58 
JBL Jabil Inc.
+2.12%
+$6,464.7 
PSA Public Storage Common Stock
+2.12%
+$9,979.2 
TPL Texas Pacific Land Corporation
+2.11%
+$4,723.1 
KEYS Keysight Technologies, Inc.
+2.04%
+$10,313.44 
OXY Occidental Petroleum Corporation
+2%
+$7,626.08 
TDOC Teladoc Health Inc.
+1.98%
+$14,020.63 
GWW W.W. Grainger, Inc.
+1.97%
+$10,959.29 
OKE ONEOK, Inc.
+1.95%
+$10,339.08 
JCI Johnson Controls International plc
+1.93%
+$15,973.88 
HAL Halliburton Company
+1.93%
+$4,751.9 
ROK Rockwell Automation, Inc.
+1.93%
+$9,723.02 
LHX L3Harris Technologies, Inc.
+1.9%
+$9,107.41 
PANW Palo Alto Networks, Inc.
+1.89%
+$46,949.1 
FIX Comfort Systems USA, Inc.
+1.88%
+$10,669.74 
CRM Salesforce Inc
+1.83%
+$24,904.39 
ORCL Oracle Corporation
+1.81%
+$37,424.31 
HWM Howmet Aerospace Inc.
+1.8%
+$18,849.34 
EXE Expand Energy Corporation
+1.74%
+$3,527.51 
VTR Ventas Inc.
+1.73%
+$7,286.97 
HCA HCA Healthcare Inc.
+1.72%
+$9,778.39 
CINF Cincinnati Financial Corporation
+1.69%
+$4,363.04 
ENTG Entegris, Inc.
+1.66%
+$2,811.06 
ZTS Zoetis Inc.
+1.66%
+$4,988.34 
FLEX Flex Ltd.
+1.64%
+$6,327.76 
KMI Kinder Morgan, Inc.
+1.64%
+$9,562.8 
CPNG Coupang Inc.
+1.62%
+$2,613.78 
HPE Hewlett Packard Enterprise Company
+1.61%
+$9,399.68 
ACN Accenture plc Class A
+1.61%
+$15,138.34 
FANG Diamondback Energy Inc
+1.59%
+$5,883 
BSX Boston Scientific Corporation
+1.59%
+$10,239.71 
VZ Verizon Communications Inc.
+1.52%
+$27,626.2 
LMT Lockheed Martin Corporation
+1.5%
+$16,690.42 
CVNA Carvana Co.
+1.5%
+$6,057.28 
NOC Northrop Grumman Corporation
+1.43%
+$9,712.99 
PH Parker-Hannifin Corporation
+1.43%
+$16,323.18 
PWR Quanta Services Inc.
+1.43%
+$13,263.33 
GE General Electric Company
+1.42%
+$48,911.7 
MKSI MKS Instruments Inc.
+1.42%
+$2,672.61 
WDAY Workday Inc.
+1.41%
+$4,399.79 
SLB Schlumberger Limited
+1.39%
+$9,713.8 
KLAC KLA Corporation
+1.38%
+$30,761.58 
CIEN Ciena Corporation
+1.34%
+$6,583.53 
CAH Cardinal Health Inc.
+1.3%
+$6,591.9 
PDD PDD Holdings Inc. American Depositary Shares
+1.28%
+$12,048.96 
WWD Woodward Inc.
+1.25%
+$2,556.84 
CMCSA Comcast Corp
+1.23%
+$9,795.91 
COP ConocoPhillips
+1.22%
+$16,632.96 
WFC Wells Fargo & Company
+1.19%
+$29,410.68 
AMAT Applied Materials, Inc.
+1.18%
+$44,108.55 
RMD ResMed Inc.
+1.16%
+$3,404.94 
CHD Church & Dwight Co., Inc.
+1.16%
+$2,473.57 
ITW Illinois Tool Works Inc.
+1.15%
+$8,635.25 
MSI Motorola Solutions, Inc.
+1.14%
+$7,853.47 
VEEV Veeva Systems Inc.
+1.1%
+$3,219 
EQT EQT Corporation
+1.1%
+$3,335 
MTSI MACOM Technology Solutions Holdings, Inc.
+1.1%
+$1,703.51 
OKTA Okta Inc.
+1.07%
+$2,396.35 
NOW ServiceNow, Inc.
+1.05%
+$11,218.36 
CW Curtiss-Wright Corporation
+1.02%
+$2,370.83 
ADBE Adobe Inc.
+1.01%
+$9,603.3 
URI United Rentals, Inc.
+0.99%
+$6,261.08 
BKR Baker Hughes Company
+0.98%
+$5,607.36 
TDY Teledyne Technologies Incorporated
+0.98%
+$2,830.78 
ADP Automatic Data Processing Inc.
+0.98%
+$9,671.02 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$1,844.05 
ASTS AST SpaceMobile, Inc.
+0.92%
+$1,325.16 
UNP Union Pacific Corporation
+0.92%
+$14,906.67 
LOGI Logitech International S.A.
+0.9%
+$2,306.85 
WMB The Williams Companies, Inc.
+0.89%
+$7,323.12 
SCHW Charles Schwab Corporation
+0.87%
+$14,139.58 
IBM International Business Machines Corporation
+0.86%
+$16,916.69 
XPO XPO Inc.
+0.86%
+$1,911.79 
CNQ Canadian Natural Resources Limited
+0.85%
+$15,088 
GEV GE Vernova Inc.
+0.85%
+$21,207.12 
CP Canadian Pacific Kansas City Limited
+0.83%
+$11,707.01 
NIO Nio Inc.
+0.83%
+$1,099.92 
SU Suncor Energy Inc.
+0.82%
+$11,962.5 
MCD McDonald's Corporation
+0.82%
+$14,674.07 
EMR Emerson Electric Co.
+0.79%
+$6,318.95 
AEE Ameren Corporation
+0.79%
+$2,182.68 
TSLA Tesla, Inc.
+0.76%
+$64,779.09 
OMDA Omada Health, Inc.
+0.76%
+$516,694.35 
MPC Marathon Petroleum Corporation
+0.76%
+$6,620.34 
TRGP Targa Resources Corp.
+0.76%
+$4,124.96 
STT State Street Corp
+0.73%
+$3,419.65 
AME Ametek Inc.
+0.71%
+$3,734.93 
CAT Caterpillar Inc.
+0.7%
+$24,471.68 
ROP Roper Technologies Inc.
+0.7%
+$2,581.28 
BMY Bristol-Myers Squibb Company
+0.69%
+$8,693.55 
CARR Carrier Global Corporation
+0.68%
+$3,054.24 
PLTR Palantir Technologies Inc.
+0.65%
+$16,682.36 
SYY Sysco Corporation
+0.63%
+$2,398.78 
EXPE Expedia Group, Inc.
+0.62%
+$1,998.24 
TER Teradyne, Inc.
+0.6%
+$3,240.61 
IMO Imperial Oil Limited
+0.6%
+$2,079.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$181,885.41 
RJF Raymond James Financial Inc.
+0.58%
+$1,705.89 
MO Altria Group, Inc.
+0.57%
+$6,186.18 
APH Amphenol Corporation
+0.55%
+$10,145.4 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$925.83 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$1,098.25 
EXC Exelon Corporation
+0.53%
+$2,346 
STX Seagate Technology Holdings plc
+0.52%
+$1,392.85 
GM General Motors Company
+0.52%
+$3,935.3 
PSX Phillips 66
+0.51%
+$4,021.85 
Q Qnity Electronics Inc.
+0.51%
+$1,337.8 
HCAT Health Catalyst Inc.
+0.48%
+$135.18 
SE Sea Ltd.
+0.47%
+$3,529 
AXON Axon Enterprise, Inc.
+0.47%
+$1,793.35 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$4,401 
BMO Bank of Montreal
+0.47%
+$10,510.29 
NSC Norfolk Southern Corporation
+0.46%
+$3,290.69 
KKR KKR & Co. Inc.
+0.45%
+$2,861.55 
PAYX Paychex Inc.
+0.44%
+$1,530 
EBAY eBay Inc.
+0.43%
+$2,039.39 
CSX CSX Corporation
+0.42%
+$3,695.16 
RKLB Rocket Lab Corporation
+0.42%
+$1,381.86 
CASY Casey's General Stores Inc.
+0.4%
+$1,260 
WST West Pharmaceutical Services, Inc.
+0.4%
+$919.26 
PFE Pfizer Inc.
+0.4%
+$5,403.8 
RTX RTX Corporation
+0.39%
+$10,710.84 
VLO Valero Energy Corporation
+0.38%
+$3,299.87 
AVGO Broadcom Inc.
+0.37%
+$63,050.4 
PG Procter & Gamble Co
+0.37%
+$11,662.65 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$31,495.38 
OTIS Otis Worldwide Corporation
+0.36%
+$939.12 
TDG TransDigm Group Inc.
+0.36%
+$2,342.26 
BAC Bank of America Corporation
+0.36%
+$13,753.74 
TIGO Millicom International Cellular S.A.
+0.33%
+$735.94 
RF Regions Financial Corporation
+0.32%
+$783.4 
AZO AutoZone Inc.
+0.32%
+$1,510.07 
GD General Dynamics Corporation
+0.32%
+$2,891.4 
MRK Merck & Co., Inc.
+0.32%
+$9,624.16 
DOV Dover Corporation
+0.27%
+$687.12 
JPM JPMorgan Chase & Co.
+0.27%
+$23,784.82 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,181.29 
NRG NRG Energy, Inc.
+0.24%
+$624.3 
CM Canadian Imperial Bank of Commerce
+0.24%
+$4,677.96 
SLF Sun Life Financial Inc.
+0.22%
+$1,802.7 
CME CME Group Inc.
+0.21%
+$1,944.87 
SO The Southern Company
+0.21%
+$2,115.4 
JNJ Johnson & Johnson
+0.21%
+$12,068.63 
ADI Analog Devices, Inc.
+0.2%
+$3,406.17 
CMI Cummins Inc.
+0.19%
+$1,594.58 
INTU Intuit Inc.
+0.18%
+$1,460.93 
USB U.S. Bancorp
+0.17%
+$1,605.32 
T AT&T Inc.
+0.17%
+$2,570.96 
MS Morgan Stanley
+0.17%
+$3,857.78 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,634.74 
VICI Vici Properties Inc.
+0.15%
+$408.48 
CB Chubb Limited
+0.15%
+$1,781.86 
DELL Dell Technologies Inc.
+0.14%
+$1,601.04 
EA Electronic Arts Inc.
+0.13%
+$635.85 
XYL Xylem Inc.
+0.13%
+$330.3 
DTE DTE Energy Company
+0.12%
+$342.55 
MMM 3M Company
+0.12%
+$1,032.54 
BDX Becton, Dickinson and Company
+0.1%
+$453.9 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,198.05 
C Citigroup Inc.
+0.1%
+$2,079.84 
NUE Nucor Corporation
+0.1%
+$530.25 
WM Waste Management, Inc.
+0.1%
+$773.52 
AFL Aflac Inc.
+0.09%
+$514.68 
WMT Walmart Inc.
+0.09%
+$4,156.78 
ABT Abbott Laboratories
+0.09%
+$1,447.92 
AEP American Electric Power Company, Inc.
+0.06%
+$361.76 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$207.1 
USFD US Foods Holding Corp
+0.04%
+$84.08 
DIS The Walt Disney Company
+0.03%
+$502.17 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$51.12 
ILMN Illumina, Inc.
+0.01%
+$13.87 
CDNMF EGR Exploration Ltd.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BAM
0%
$0 
ICL
0%
$0 
G2004J103
0%
$0 
D17922127
0%
$0 
490541000
0%
$0 
EX0989528
0%
$0 
RBLX Roblox Corporation
-26.85%
-$76,720.9 
RDDT Reddit Inc Class A
-20.99%
-$45,927.72 
MTZ MasTec, Inc. Common Stock
-18.91%
-$38,214.81 
CTVA Corteva Inc.
-11.9%
-$68,021.37 
COIN Coinbase Global, Inc.
-10.59%
-$35,644.58 
AAPL Apple Inc.
-7.35%
-$3.36M 
EIX Edison International
-6.81%
-$18,765.36 
SYK Stryker Corporation
-6.42%
-$72,560.32 
TROW T. Rowe Price Group, Inc.
-6.31%
-$14,593.14 
CLS Celestica Inc.
-6%
-$44,753.4 
LIN Linde plc
-5.95%
-$130,299.6 
MU Micron Technology, Inc.
-5.9%
-$550,426.8 
MRNA Moderna, Inc.
-5.35%
-$10,927.5 
LYV Live Nation Entertainment, Inc.
-5.14%
-$14,446.76 
SNDK SanDisk Corporation
-5.09%
-$89,618.88 
EQX Equinox Gold Corp.
-4.89%
-$7,402.32 
MSTR Strategy Inc.
-4.56%
-$13,473.66 
SPOT Spotify Technology S.A.
-4.34%
-$88,594.32 
SHOP Shopify Inc.
-4.29%
-$116,534.25 
WPM Wheaton Precious Metals Corp.
-3.84%
-$35,635.21 
FNV Franco-Nevada Corporation
-3.81%
-$29,371.2 
AU AngloGold Ashanti plc
-3.66%
-$39,843.37 
AEM Agnico Eagle Mines Limited
-3.63%
-$50,640.68 
TECK Teck Resources Ltd.
-3.6%
-$18,319.5 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$15,705.3 
ES Eversource Energy
-3.05%
-$8,025.75 
CI The Cigna Group
-2.99%
-$21,137.58 
PBA Pembina Pipeline Corporation
-2.97%
-$16,108.5 
CRWV CoreWeave, Inc.
-2.88%
-$6,709.5 
INSM Insmed Inc.
-2.85%
-$5,869.59 
IBKR Interactive Brokers Group Inc.
-2.75%
-$10,204.02 
MLM Martin Marietta Materials, Inc.
-2.75%
-$8,366.17 
AJG Arthur J. Gallagher & Co.
-2.75%
-$16,853.74 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$8,236.81 
VRSK Verisk Analytics Inc.
-2.75%
-$6,699 
EQIX Equinix, Inc.
-2.7%
-$26,300.75 
QCOM QUALCOMM Incorporated
-2.63%
-$39,860.2 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$22,973.48 
ON ON Semiconductor Corporation
-2.54%
-$8,157.9 
ABBV AbbVie Inc.
-2.51%
-$108,508.37 
ICE Intercontinental Exchange, Inc.
-2.42%
-$20,223.44 
DLR Digital Realty Trust, Inc.
-2.42%
-$15,373.64 
RVMD Revolution Medicines Inc.
-2.42%
-$8,231.36 
BIIB Biogen Inc.
-2.4%
-$6,947.09 
AFRM Affirm Holdings, Inc.
-2.37%
-$4,593.6 
YUM Yum! Brands, Inc.
-2.37%
-$9,791.04 
PCG PG&E Corporation
-2.25%
-$8,332.8 
KGC Kinross Gold Corporation
-2.2%
-$11,096.28 
BA Boeing Company
-2.15%
-$33,753.09 
NEM Newmont Corporation
-2.14%
-$20,965.35 
CCJ Cameco Corporation
-2.1%
-$14,796.3 
PAAS Pan American Silver Corp.
-2.09%
-$7,003.95 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$8,379 
AGI Alamos Gold Inc.
-2.01%
-$4,370.19 
LH Labcorp Holdings Inc.
-2.01%
-$4,532.27 
WSM Williams-Sonoma, Inc.
-2%
-$5,107.37 
NFLX Netflix, Inc.
-2%
-$57,989.74 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$18,020.19 
AWK American Water Works Company, Inc.
-1.93%
-$4,905.12 
AMD Advanced Micro Devices, Inc.
-1.9%
-$141,972.91 
IRM Iron Mountain Inc.
-1.86%
-$6,514.56 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$7,915.03 
UAL United Airlines Holdings, Inc.
-1.8%
-$6,119.12 
MGA Magna International Inc.
-1.79%
-$5,746.25 
SYF Synchrony Financial
-1.79%
-$4,406.34 
CBRE CBRE Group Inc.
-1.77%
-$7,496.88 
APD Air Products and Chemicals, Inc.
-1.77%
-$10,678.41 
PHM PulteGroup Inc.
-1.76%
-$4,176.82 
STLA Stellantis N.V.
-1.71%
-$3,552.5 
DHI D.R. Horton, Inc.
-1.7%
-$5,994.69 
UNH UnitedHealth Group Incorporated
-1.68%
-$60,512.22 
ADM Archer-Daniels-Midland Co
-1.66%
-$6,102.36 
AON Aon plc
-1.64%
-$11,907.6 
DRI Darden Restaurants, Inc.
-1.64%
-$3,667.98 
SQ Block, Inc.
-1.64%
-$6,901.2 
SNOW Snowflake Inc.
-1.62%
-$15,308.35 
LRCX Lam Research Corporation
-1.58%
-$55,309.73 
NET Cloudflare Inc.
-1.56%
-$13,282.92 
UTHR United Therapeutics Corporation
-1.54%
-$3,171.01 
ENLT Enlight Renewable Energy Ltd.
-1.54%
-$5,336.76 
CPRT Copart Inc.
-1.52%
-$3,821.4 
FICO Fair Isaac Corporation
-1.45%
-$3,628.85 
PLUG Plug Power Inc.
-1.44%
-$301.68 
KDP Keurig Dr Pepper Inc.
-1.43%
-$5,521.05 
NI NiSource Inc.
-1.42%
-$2,960.64 
NKE Nike, Inc. - Class B
-1.37%
-$6,404.94 
PPG PPG Industries Inc.
-1.35%
-$3,084.93 
MNST Monster Beverage Corporation
-1.3%
-$8,456.93 
DAL Delta Air Lines, Inc.
-1.3%
-$6,259.45 
AER AerCap Holdings N.V.
-1.29%
-$5,878.51 
FCX Freeport-McMoRan Inc.
-1.28%
-$11,023.29 
GRMN Garmin Ltd.
-1.27%
-$5,922.65 
SCCO Southern Copper Corporation
-1.24%
-$4,190.68 
HSY The Hershey Company
-1.23%
-$3,047.64 
MDLZ Mondelez International, Inc.
-1.22%
-$9,193.05 
UBS UBS Group AG
-1.22%
-$37,336 
F Ford Motor Company
-1.21%
-$6,662.34 
TJX The TJX Companies, Inc.
-1.21%
-$20,108.06 
IQV IQVIA Holdings Inc.
-1.17%
-$4,456.91 
SHW The Sherwin-Williams Company
-1.16%
-$8,694.19 
AVB AvalonBay Communities, Inc.
-1.16%
-$2,662.59 
SRE Sempra
-1.15%
-$6,429.26 
NEE NextEra Energy, Inc.
-1.15%
-$19,988.91 
DE Deere & Company
-1.13%
-$15,537.98 
RCL Royal Caribbean Group
-1.13%
-$8,695.98 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$8,449.64 
VTRS Viatris Inc.
-1.13%
-$2,138.6 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$4,142.94 
IR Ingersoll Rand Inc.
-1.11%
-$3,468.6 
NU Nu Holdings Ltd.
-1.1%
-$15,012.64 
TXN Texas Instruments Inc
-1.08%
-$25,893.65 
LOW Lowe's Companies Inc.
-1.08%
-$12,035.55 
PLD Prologis Inc.
-1.08%
-$13,866.08 
MCK McKesson Corporation
-1.08%
-$10,755.29 
DLTR Dollar Tree, Inc.
-1.06%
-$2,388.18 
CTAS Cintas Corporation
-1.04%
-$7,043.73 
INTC Intel Corporation
-1.02%
-$38,514.09 
NDAQ Nasdaq, Inc.
-1.02%
-$4,212.71 
KO The Coca-Cola Company
-1.02%
-$33,044.4 
EQR Equity Residential
-1%
-$2,324.9 
UPS United Parcel Service, Inc.
-1%
-$7,333.2 
PPL PPL Corporation
-0.98%
-$2,462.6 
VMC Vulcan Materials Company
-0.98%
-$3,249.37 
EW Edwards Lifesciences Corporation
-0.98%
-$4,602.75 
XOM Exxon Mobil Corporation
-0.97%
-$60,165.72 
RACE Ferrari N.V.
-0.97%
-$8,638.7 
SOFI SoFi Technologies, Inc.
-0.97%
-$1,947.36 
TRP TC Energy Corporation
-0.97%
-$12,474.58 
MET MetLife Inc.
-0.97%
-$4,667.1 
ALC Alcon Inc.
-0.96%
-$5,918.11 
MCHP Microchip Technology Incorporated
-0.96%
-$3,598.57 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$11,076.8 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$8,493.89 
PGR Progressive Corporation
-0.87%
-$10,248.6 
O Realty Income Corporation
-0.87%
-$4,966.64 
ATO Atmos Energy Corporation
-0.85%
-$2,319.14 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$6,717.93 
FE FirstEnergy Corp.
-0.82%
-$2,052.8 
FTS Fortis Inc.
-0.82%
-$4,215.9 
GILD Gilead Sciences Inc.
-0.81%
-$12,555.26 
NVMI Nova Ltd.
-0.81%
-$1,856 
PCAR PACCAR Inc.
-0.81%
-$5,322.24 
MCO Moody's Corporation
-0.81%
-$5,358.29 
D Dominion Energy, Inc.
-0.8%
-$4,597.6 
KMB Kimberly-Clark Corporation
-0.8%
-$2,723.6 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$2,859.13 
WAT Waters Corporation
-0.79%
-$2,783.68 
HUM Humana Inc.
-0.76%
-$3,189.21 
PYPL PayPal Holdings Inc
-0.76%
-$3,646.72 
CVS CVS Health Corporation
-0.75%
-$9,497.38 
SPGI S&P Global Inc.
-0.74%
-$8,669.71 
ED Consolidated Edison, Inc.
-0.74%
-$2,768.58 
MA Mastercard Incorporated
-0.74%
-$32,419.03 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
-0.73%
-$983.71 
BLK BlackRock, Inc.
-0.73%
-$11,515.13 
MAR Marriott International Inc. - Class A
-0.71%
-$5,427.24 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$2,511.79 
DASH DoorDash, Inc.
-0.69%
-$4,911.45 
RCI Rogers Communications Inc.
-0.68%
-$1,534.34 
DUK Duke Energy Corporation
-0.67%
-$6,132 
AMGN Amgen Inc.
-0.64%
-$12,665.41 
BE Bloom Energy Corporation
-0.63%
-$3,350.98 
GS The Goldman Sachs Group, Inc.
-0.63%
-$17,742.21 
AMT American Tower Corporation
-0.63%
-$4,804.84 
EME EMCOR Group, Inc.
-0.62%
-$2,040.22 
PM Philip Morris International Inc.
-0.61%
-$17,387.15 
ECL Ecolab Inc.
-0.61%
-$4,009.95 
MSCI MSCI Inc.
-0.61%
-$2,306.5 
DHR Danaher Corporation
-0.61%
-$7,113.82 
ACGL Arch Capital Group Ltd
-0.6%
-$2,052.65 
ROST Ross Stores, Inc.
-0.59%
-$4,471.51 
WEC WEC Energy Group Inc.
-0.57%
-$1,876.78 
VLTO Veralto Corporation
-0.57%
-$1,259.82 
SBUX Starbucks Corporation
-0.57%
-$6,446.4 
PRU Prudential Financial, Inc.
-0.56%
-$2,279.75 
DGX Quest Diagnostics Inc.
-0.55%
-$1,377.73 
WAB Wabtec Corporation
-0.55%
-$2,584 
COF Capital One Financial Corporation
-0.54%
-$6,632 
LLY Eli Lilly and Company
-0.53%
-$46,281.5 
WELL Welltower Inc.
-0.51%
-$8,043.21 
STLD Steel Dynamics Inc.
-0.49%
-$1,602.09 
ALL Allstate Corporation
-0.49%
-$3,118.73 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$3,246.66 
SPG Simon Property Group, Inc.
-0.46%
-$3,254.94 
PEP PepsiCo, Inc.
-0.46%
-$8,224 
TRV The Travelers Companies, Inc.
-0.43%
-$3,253.48 
QSR Restaurant Brands International Inc.
-0.43%
-$2,765.15 
CVE Cenovus Energy Inc.
-0.43%
-$3,119.35 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$8,667.34 
BAP Credicorp Ltd.
-0.42%
-$1,980.68 
HD The Home Depot, Inc.
-0.42%
-$13,006.42 
AIG American International Group Inc.
-0.39%
-$1,547.21 
ETR Entergy Corporation
-0.38%
-$1,778.99 
AXP American Express Company
-0.38%
-$6,285.18 
CMS CMS Energy Corporation
-0.37%
-$780.3 
FDX FedEx Corporation
-0.37%
-$2,386.25 
MDT Medtronic plc
-0.37%
-$3,859.84 
RSG Republic Services, Inc.
-0.37%
-$1,361.1 
ABNB Airbnb, Inc.
-0.37%
-$2,203.05 
KVUE Kenvue Inc.
-0.36%
-$1,292.76 
TMUS T-Mobile US, Inc.
-0.36%
-$2,900.47 
DG Dollar General Corporation
-0.35%
-$949.04 
ADSK Autodesk, Inc.
-0.33%
-$1,558.48 
CL Colgate-Palmolive Company
-0.33%
-$2,238.6 
TFC Truist Financial Corporation
-0.33%
-$1,978.95 
CEG Constellation Energy Corporation
-0.31%
-$2,450.25 
RY Royal Bank of Canada
-0.29%
-$15,396.65 
VST Vistra Corp
-0.29%
-$1,387.61 
MTB M&T Bank Corporation
-0.29%
-$958.51 
COR Cencora, Inc.
-0.28%
-$1,557.52 
CCI Crown Castle Inc.
-0.27%
-$838.53 
CNP CenterPoint Energy Inc.
-0.26%
-$669.67 
BX Blackstone Inc.
-0.25%
-$2,243.25 
MFC Manulife Financial Corporation
-0.25%
-$3,345.43 
A Agilent Technologies Inc.
-0.24%
-$913.61 
RBA Rb Global Inc.
-0.24%
-$895.6 
HUBB Hubbell Inc.
-0.24%
-$582.55 
FISV Fiserv, Inc.
-0.24%
-$656.24 
COST Costco Wholesale Corporation
-0.24%
-$9,559.91 
BEKE Ke Holdings Inc. ADR
-0.23%
-$484.4 
HBAN Huntington Bancshares Incorporated
-0.23%
-$758.42 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,821.92 
PFG Principal Financial Group, Inc.
-0.22%
-$495.5 
KR Kroger Co.
-0.21%
-$600.36 
MKL Markel Group Inc.
-0.2%
-$443.13 
BKNG Booking Holdings Inc.
-0.18%
-$2,489.97 
NTRS Northern Trust Corporation
-0.17%
-$550.06 
FITB Fifth Third Bancorp
-0.16%
-$770.85 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$576.18 
ELV Elevance Health, Inc.
-0.15%
-$1,149.1 
TPR Tapestry Inc.
-0.14%
-$408.66 
GIB CGI Inc.
-0.12%
-$293.31 
EXR Extra Space Storage Inc.
-0.12%
-$345.13 
CFG Citizens Financial Group, Inc.
-0.11%
-$322.72 
KEY KeyCorp
-0.09%
-$181.28 
BNS Bank of Nova Scotia
-0.08%
-$1,561.35 
HOOD Robinhood Markets, Inc.
-0.05%
-$289.72 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$117.37 
V Visa Inc. Class A
-0.04%
-$2,187.06 
XEL Xcel Energy Inc.
-0.04%
-$176.55 
TGT Target Corporation
-0.01%
-$85.97 
UBER Uber Technologies, Inc.
-0.01%
-$182.88 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 20632 | Longs Won 15339/20632 74% | Profit Factor 5.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $488,039.28 |
| Average Win $80,135.86 | Best Trade (Aug 14) $20.86M | Sharpe Ratio -89.21 |
| Average Loss -$40,052.19 | Worst Trade (Jul 31) -$22.51M | Z-Score -35.18 (100%) |
| Commissions $0 | Avg. Trade Length 2y 10m | Expectancy $49,305.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 490541000 | 35,583 | $3.29M | $3.3M | - | $6,492.11 | 0.2% | 0.0 |
| A Agilent Technologies Inc. | 2,687 | $262,508.84 | $371,800.19 | - | $109,291.35 | 41.63% | -0.245% |
| AAPL Apple Inc. | 137,044 | $13.08M | $42.33M | - | $29.26M | 223.72% | -7.354% |
| ABBV AbbVie Inc. | 16,771 | $1.71M | $4.21M | - | $2.49M | 145.51% | -2.513% |
| ABNB Airbnb, Inc. | 3,934 | $381,888.06 | $596,079.68 | - | $214,191.62 | 56.09% | -0.368% |
| ABT Abbott Laboratories | 16,088 | $1.59M | $1.7M | - | $105,980.88 | 6.65% | +0.085% |
| ACGL Arch Capital Group Ltd | 3,365 | $210,981.37 | $338,283.45 | - | $127,302.08 | 60.34% | -0.603% |
| ACN Accenture plc Class A | 5,756 | $1.19M | $955,035.52 | - | -$238,419.69 | -19.98% | +1.611% |
| ADBE Adobe Inc. | 3,826 | $1.64M | $958,068.66 | - | -$683,862.3 | -41.65% | +1.013% |
| ADI Analog Devices, Inc. | 4,603 | $771,031.13 | $1.69M | - | $920,157.1 | 119.34% | +0.202% |
| ADM Archer-Daniels-Midland Co | 4,554 | $209,830.53 | $360,995.58 | - | $151,165.05 | 72.04% | -1.662% |
| ADP Automatic Data Processing Inc. | 3,734 | $605,178.02 | $994,961.6 | - | $389,783.58 | 64.41% | +0.982% |
| ADSK Autodesk, Inc. | 2,024 | $511,219.1 | $474,020.8 | - | -$37,198.3 | -7.28% | -0.328% |
| AEE Ameren Corporation | 2,538 | $222,320.21 | $278,190.18 | - | $55,869.97 | 25.13% | +0.791% |
| AEM Agnico Eagle Mines Limited | 9,241 | $586,910.9 | $1.34M | - | $755,529.17 | 128.73% | -3.635% |
| AEP American Electric Power Company, Inc. | 5,168 | $426,601.23 | $660,728.8 | - | $234,127.57 | 54.88% | +0.055% |
| AER AerCap Holdings N.V. | 2,984 | $196,164.12 | $450,285.57 | - | $254,121.45 | 129.55% | -1.289% |
| AFL Aflac Inc. | 4,289 | $159,923.8 | $546,761.72 | - | $386,837.92 | 241.89% | +0.094% |
| AFRM Affirm Holdings, Inc. | 2,640 | $215,000 | $188,786.4 | - | -$26,213.6 | -12.19% | -2.375% |
| AGI Alamos Gold Inc. | 7,667 | $203,662.84 | $213,372.61 | - | $9,709.77 | 4.77% | -2.007% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Lisa Candera?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $77.52M, Microsoft Corp - $64.01M, Amazon.com Inc - $35.07M, iShares Core S&P Total U.S. Stock Market ETF - $30.15M, and NVIDIA Corporation - $20.52M. 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: MedAvail Holdings, Inc - $29.59M, VANGUARD TOTAL STOCK MKT ETF - $3.49M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $2.95M, Moderna, Inc - $1.85M, and Schlumberger Limited - $1.76M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lisa Candera's portfolio generate?
The portfolio generates substantial dividend income, with a total of $156.75M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $28.78M, iShares Core S&P Total U.S. Stock Market ETF - $3.88M, Microsoft Corp - $3.84M, Exxon Mobil Corporation - $3.4M, and JPMorgan Chase & Co - $2.53M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lisa Candera's monthly returns?
Lisa Candera'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 Lisa Candera's strategy be considered aggressive or moderate?
Lisa Candera'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 Lisa Candera's strategy?
Lisa Candera'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.
