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:
35.24%
Gain -3.23%
Monthly
0.68%
Yearly
8.53%
Drawdown
12.33%
$771.26M
Equity
Holdings
$771.26M
Investment
$423.11M
$989.53M
Profit -$25.91M
Realized
$641.39M
Unrealized
$348.15M
Dividends
$157.67M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-3.23%
Profit
-$25.91M
Win %
76%
This Week
Compared To Last Week
Gain
-3.56%
Profit
-$28.45M
Win %
76%
This Month
Compared to last month
Gain
-2.58%
Profit
-$20.43M
Win %
76%
This Year
Compared to last year
Gain
1.16%
Profit
$8.84M
Win %
78%
ILMN Illumina, Inc.
+6.76%
+$19,500.8 
FFIV F5 Inc.
+4.71%
+$10,742.06 
CIEN Ciena Corporation
+4.64%
+$19,618.48 
TMO Thermo Fisher Scientific Inc.
+4.62%
+$99,409.97 
SU Suncor Energy Inc.
+4.61%
+$68,947.5 
TWLO Twilio Inc.
+4.52%
+$14,472.88 
QCOM QUALCOMM Incorporated
+4.25%
+$76,423.5 
DGX Quest Diagnostics Inc.
+3.95%
+$10,039.2 
VLO Valero Energy Corporation
+3.66%
+$38,822 
MPC Marathon Petroleum Corporation
+3.6%
+$39,555.6 
EOG EOG Resources, Inc.
+3.53%
+$26,507.25 
MTD Mettler-Toledo International Inc.
+3.47%
+$8,563.2 
P Everpure Inc.
+3.47%
+$9,867 
COP ConocoPhillips
+3.34%
+$52,307.76 
DVN Devon Energy Corporation
+3.26%
+$17,261.1 
PSX Phillips 66
+3.05%
+$29,233.41 
CRWD CrowdStrike Holdings, Inc.
+3.02%
+$67,545 
RMD ResMed Inc.
+2.99%
+$9,370.62 
DHR Danaher Corporation
+2.97%
+$36,107.12 
FTI TechnipFMC plc
+2.85%
+$7,440.16 
FANG Diamondback Energy Inc
+2.82%
+$10,739.25 
OXY Occidental Petroleum Corporation
+2.81%
+$11,813.61 
WST West Pharmaceutical Services, Inc.
+2.72%
+$6,488.57 
LH Labcorp Holdings Inc.
+2.71%
+$6,114.64 
ANET Arista Networks, Inc.
+2.67%
+$49,764.33 
NTRA NATERA INC (Common Stock) – ticker 45E
+2.63%
+$11,884.78 
CVX Chevron Corporation
+2.62%
+$97,138.76 
XOM Exxon Mobil Corporation
+2.54%
+$165,160.8 
IMO Imperial Oil Limited
+2.53%
+$9,021.34 
RBA Rb Global Inc.
+2.52%
+$7,032.04 
CNQ Canadian Natural Resources Limited
+2.38%
+$45,264 
A Agilent Technologies Inc.
+2.3%
+$9,082.06 
KR Kroger Co.
+2.23%
+$6,804.08 
AMD Advanced Micro Devices, Inc.
+2.19%
+$165,788.35 
CW Curtiss-Wright Corporation
+2.17%
+$3,869.54 
ON ON Semiconductor Corporation
+2.16%
+$5,936.5 
OKTA Okta Inc.
+2.15%
+$6,348 
TSEM Tower Semiconductor Ltd.
+2.09%
+$8,380 
DXCM DexCom, Inc.
+2.09%
+$6,564.93 
STLD Steel Dynamics Inc.
+2%
+$6,059.48 
CVE Cenovus Energy Inc.
+1.95%
+$15,596.75 
HAL Halliburton Company
+1.91%
+$5,219.3 
TPL Texas Pacific Land Corporation
+1.85%
+$3,827.25 
EXPE Expedia Group, Inc.
+1.81%
+$5,762.88 
COHR Coherent Corp.
+1.76%
+$8,004.1 
DELL Dell Technologies Inc.
+1.73%
+$26,474.34 
WAT Waters Corporation
+1.72%
+$6,563.55 
BDX Becton, Dickinson and Company
+1.64%
+$7,983.3 
MMM 3M Company
+1.63%
+$12,980.88 
NUE Nucor Corporation
+1.63%
+$8,791.55 
SLB Schlumberger Limited
+1.61%
+$12,285.1 
RKLB Rocket Lab Corporation
+1.6%
+$5,118 
IQV IQVIA Holdings Inc.
+1.44%
+$6,162.47 
TDOC Teladoc Health Inc.
+1.39%
+$9,706.59 
MRVL Marvell Technology, Inc.
+1.32%
+$23,633.28 
FTNT Fortinet Inc.
+1.29%
+$12,568.41 
PFG Principal Financial Group, Inc.
+1.26%
+$2,913.54 
MLM Martin Marietta Materials, Inc.
+1.24%
+$3,496.23 
APD Air Products and Chemicals, Inc.
+1.21%
+$6,978.17 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.19%
+$9,717.04 
WFC Wells Fargo & Company
+1.14%
+$29,122.34 
TER Teradyne, Inc.
+1.11%
+$5,376.45 
CTVA Corteva Inc.
+1.03%
+$5,439.15 
JPM JPMorgan Chase & Co.
+1%
+$88,307.47 
MNST Monster Beverage Corporation
+0.97%
+$5,726.74 
ESLT Elbit Systems Ltd.
+0.94%
+$3,406.32 
NEM Newmont Corporation
+0.92%
+$11,607.65 
EXE Expand Energy Corporation
+0.89%
+$1,818.53 
NTAP NetApp, Inc.
+0.88%
+$3,132.91 
ENTG Entegris, Inc.
+0.87%
+$1,622.88 
HPE Hewlett Packard Enterprise Company
+0.87%
+$5,936.64 
GEV GE Vernova Inc.
+0.85%
+$18,910.32 
T AT&T Inc.
+0.83%
+$14,140.28 
EQIX Equinix, Inc.
+0.83%
+$7,690.06 
LOGI Logitech International S.A.
+0.78%
+$1,977.3 
LMT Lockheed Martin Corporation
+0.77%
+$7,910.06 
TFC Truist Financial Corporation
+0.75%
+$4,365.37 
BE Bloom Energy Corporation
+0.74%
+$4,885.78 
MFC Manulife Financial Corporation
+0.73%
+$9,732.16 
NOC Northrop Grumman Corporation
+0.73%
+$4,901.05 
META Meta Platforms Inc Class A
+0.7%
+$96,405.28 
B BARRICK MINING CORP Common Stock (ABR0)
+0.64%
+$6,394.68 
DHI D.R. Horton, Inc.
+0.6%
+$2,038.68 
VST Vistra Corp
+0.59%
+$2,678.41 
SCCO Southern Copper Corporation
+0.59%
+$2,055.68 
NVDA NVIDIA Corporation
+0.57%
+$266,569.05 
FITB Fifth Third Bancorp
+0.55%
+$2,569.5 
FNV Franco-Nevada Corporation
+0.52%
+$4,767.6 
GD General Dynamics Corporation
+0.51%
+$4,313.4 
MET MetLife Inc.
+0.48%
+$2,333.55 
ABBV AbbVie Inc.
+0.47%
+$20,712.19 
JCI Johnson Controls International plc
+0.47%
+$3,734.9 
LITE Lumentum Holdings Inc.
+0.47%
+$2,640.96 
AFL Aflac Inc.
+0.47%
+$2,358.95 
PLD Prologis Inc.
+0.46%
+$5,485 
SCHW Charles Schwab Corporation
+0.46%
+$7,613.62 
AMT American Tower Corporation
+0.45%
+$3,494.4 
PHM PulteGroup Inc.
+0.45%
+$975.2 
PSA Public Storage Common Stock
+0.44%
+$1,945.35 
SLF Sun Life Financial Inc.
+0.44%
+$3,505.25 
TIGO Millicom International Cellular S.A.
+0.41%
+$925.86 
SPOT Spotify Technology S.A.
+0.39%
+$8,480.36 
MU Micron Technology, Inc.
+0.39%
+$38,059.77 
VEEV Veeva Systems Inc.
+0.37%
+$1,442.75 
PG Procter & Gamble Co
+0.36%
+$11,662.65 
AME Ametek Inc.
+0.34%
+$1,735.63 
DE Deere & Company
+0.33%
+$5,141.25 
LHX L3Harris Technologies, Inc.
+0.32%
+$1,412 
VZ Verizon Communications Inc.
+0.31%
+$6,314.56 
PANW Palo Alto Networks, Inc.
+0.31%
+$8,779.1 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$24,891.51 
EW Edwards Lifesciences Corporation
+0.27%
+$1,245.45 
WPM Wheaton Precious Metals Corp.
+0.26%
+$3,194.88 
FTAI FTAI Aviation Ltd.
+0.25%
+$428.12 
IDXX IDEXX Laboratories, Inc.
+0.23%
+$897.39 
SYF Synchrony Financial
+0.22%
+$542.81 
TDY Teledyne Technologies Incorporated
+0.22%
+$593.62 
JNJ Johnson & Johnson
+0.21%
+$12,751.76 
CHRW C.H. Robinson Worldwide, Inc.
+0.2%
+$365.76 
CRDO Credo Technology Group Holding Ltd.
+0.2%
+$471.6 
AU AngloGold Ashanti plc
+0.2%
+$2,647.4 
ADM Archer-Daniels-Midland Co
+0.18%
+$728.64 
MTSI MACOM Technology Solutions Holdings, Inc.
+0.17%
+$249.6 
CLS Celestica Inc.
+0.15%
+$1,015.68 
EXPD Expeditors International of Washington, Inc.
+0.15%
+$355.68 
AMP Ameriprise Financial, Inc.
+0.14%
+$659.12 
NVMI Nova Ltd.
+0.13%
+$249.4 
KVUE Kenvue Inc.
+0.11%
+$369.36 
V Visa Inc. Class A
+0.1%
+$6,171.09 
DDOG Datadog, Inc. Class A Common Stock
+0.1%
+$679.36 
ADI Analog Devices, Inc.
+0.09%
+$1,518.99 
NSC Norfolk Southern Corporation
+0.09%
+$615.67 
PGR Progressive Corporation
+0.09%
+$1,102 
NVT nVent Electric plc
+0.09%
+$203.45 
RTX RTX Corporation
+0.09%
+$2,167.67 
DLR Digital Realty Trust, Inc.
+0.08%
+$493.8 
RVMD Revolution Medicines Inc.
+0.06%
+$230.62 
BAC Bank of America Corporation
+0.04%
+$1,562.92 
COF Capital One Financial Corporation
+0.03%
+$352.14 
FCX Freeport-McMoRan Inc.
+0.03%
+$272.18 
ALC Alcon Inc.
+0.01%
+$88.33 
MCHP Microchip Technology Incorporated
+0.01%
+$49.98 
MDT Medtronic plc
+0.01%
+$120.62 
TXN Texas Instruments Inc
+0.01%
+$257.13 
CSCO Cisco Systems, Inc.
+0.01%
+$372.86 
XYL Xylem Inc.
+0.01%
+$22.02 
C Citigroup Inc.
+0.01%
+$160 
CB Chubb Limited
0%
+$50.43 
AVB AvalonBay Communities, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQX Equinox Gold Corp.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SQ Block, Inc.
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 ICL
ICL
0%
$0 G200
G2004J103
0%
$0 D179
D17922127
0%
$0 4905
490541000
0%
$0 EX09
EX0989528
0%
$0 
COIN Coinbase Global, Inc.
-10.1%
-$39,801.72 
AXON Axon Enterprise, Inc.
-9.81%
-$35,064.9 
CMG Chipotle Mexican Grill, Inc.
-5.94%
-$26,578.2 
CVNA Carvana Co.
-5.62%
-$26,204.32 
CASY Casey's General Stores Inc.
-5.54%
-$12,409.2 
SE Sea Ltd.
-5.53%
-$42,418.58 
HCAT Health Catalyst Inc.
-5.5%
-$1,351.8 
MSTR Strategy Inc.
-5.36%
-$22,174.14 
DLTR Dollar Tree, Inc.
-5.35%
-$11,203.28 
ENLT Enlight Renewable Energy Ltd.
-4.89%
-$14,473.94 
TTWO Take-Two Interactive Software, Inc.
-4.88%
-$19,076.85 
CBOE Cboe Global Markets Inc.
-4.85%
-$14,108.71 
SYY Sysco Corporation
-4.7%
-$17,787.18 
ALNY Alnylam Pharmaceuticals Inc
-4.69%
-$14,978.16 
DRI Darden Restaurants, Inc.
-4.37%
-$10,333.1 
QSR Restaurant Brands International Inc.
-4.31%
-$29,379.4 
INSM Insmed Inc.
-4.29%
-$10,926.78 
STX Seagate Technology Holdings plc
-4.19%
-$10,560.62 
OMDA Omada Health, Inc.
-4.05%
-$2.86M 
YUM Yum! Brands, Inc.
-3.8%
-$14,633.92 
VRSK Verisk Analytics Inc.
-3.72%
-$8,465.1 
GRAB Grab Holdings Limited
-3.64%
-$4,666.86 
SNPS Synopsys, Inc.
-3.6%
-$24,219.72 
AZO AutoZone Inc.
-3.54%
-$16,375.32 
WDC Western Digital Corporation
-3.51%
-$48,235.6 
EQR Equity Residential
-3.5%
-$8,015.7 
WSM Williams-Sonoma, Inc.
-3.41%
-$8,570.72 
HOOD Robinhood Markets, Inc.
-3.39%
-$28,102.84 
DG Dollar General Corporation
-3.37%
-$9,195.24 
GE General Electric Company
-3.29%
-$101,713.04 
SOFI SoFi Technologies, Inc.
-3.29%
-$7,059.18 
MKSI MKS Instruments Inc.
-3.25%
-$5,003.88 
PCG PG&E Corporation
-3.23%
-$9,166.08 
FERG Ferguson Enterprises Inc
-3.23%
-$13,046.06 
ORCL Oracle Corporation
-3.05%
-$71,608.42 
NFLX Netflix, Inc.
-3.01%
-$96,119.98 
SHOP Shopify Inc.
-3.01%
-$89,453.91 
BEKE Ke Holdings Inc. ADR
-2.99%
-$6,055 
CARR Carrier Global Corporation
-2.97%
-$12,362.4 
ADBE Adobe Inc.
-2.95%
-$29,995.84 
STRL Sterling Infrastructure, Inc.
-2.93%
-$3,794.9 
INTU Intuit Inc.
-2.91%
-$25,322.44 
CPNG Coupang Inc.
-2.91%
-$4,423.32 
SNOW Snowflake Inc.
-2.87%
-$30,299.04 
UBS UBS Group AG
-2.85%
-$86,734.4 
EIX Edison International
-2.78%
-$5,461.56 
USFD US Foods Holding Corp
-2.77%
-$5,528.26 
STLA Stellantis N.V.
-2.76%
-$5,151.12 
TGT Target Corporation
-2.71%
-$18,502.9 
ROP Roper Technologies Inc.
-2.7%
-$10,125.83 
BSX Boston Scientific Corporation
-2.6%
-$16,411.59 
DASH DoorDash, Inc.
-2.6%
-$18,946.69 
HUM Humana Inc.
-2.57%
-$11,902.55 
NDAQ Nasdaq, Inc.
-2.56%
-$10,162.62 
F Ford Motor Company
-2.54%
-$13,047.08 
CNC Centene Corporation
-2.53%
-$8,106.35 
SBUX Starbucks Corporation
-2.51%
-$26,752.56 
CRWV CoreWeave, Inc.
-2.48%
-$6,489 
REGN Regeneron Pharmaceuticals, Inc.
-2.47%
-$18,982.21 
TECK Teck Resources Ltd.
-2.44%
-$13,190.04 
ZM Zoom Video Communications, Inc.
-2.4%
-$5,477.68 
TDG TransDigm Group Inc.
-2.38%
-$13,849.32 
ORLY O'Reilly Automotive Inc.
-2.36%
-$16,218.38 
RCL Royal Caribbean Group
-2.36%
-$14,405.67 
OTIS Otis Worldwide Corporation
-2.35%
-$5,959.8 
OKE ONEOK, Inc.
-2.32%
-$13,351.67 
BKNG Booking Holdings Inc.
-2.3%
-$29,511.69 
NRG NRG Energy, Inc.
-2.29%
-$4,838.48 
MGA Magna International Inc.
-2.28%
-$6,803.56 
FSLR First Solar, Inc.
-2.27%
-$4,681.2 
MCO Moody's Corporation
-2.27%
-$14,970.04 
MTZ MasTec, Inc. Common Stock
-2.27%
-$3,214.68 
XEL Xcel Energy Inc.
-2.25%
-$9,798.52 
NKE Nike, Inc. - Class B
-2.24%
-$9,165.69 
Q Qnity Electronics Inc.
-2.23%
-$5,290.47 
CCJ Cameco Corporation
-2.22%
-$16,555.86 
KKR KKR & Co. Inc.
-2.21%
-$14,403.14 
AON Aon plc
-2.19%
-$13,470.18 
CPRT Copart Inc.
-2.17%
-$5,859.48 
IBKR Interactive Brokers Group Inc.
-2.15%
-$7,991.1 
SRE Sempra
-2.15%
-$11,110.76 
AJG Arthur J. Gallagher & Co.
-2.09%
-$12,664.26 
GM General Motors Company
-2.05%
-$15,313.45 
ASTS AST SpaceMobile, Inc.
-2.05%
-$3,018.42 
RBLX Roblox Corporation
-2.03%
-$6,104.8 
DIS The Walt Disney Company
-2.03%
-$36,825.8 
AMZN Amazon.com Inc
-2.02%
-$469,442.56 
MRNA Moderna, Inc.
-1.99%
-$10,293 
UNH UnitedHealth Group Incorporated
-1.98%
-$65,133.99 
CME CME Group Inc.
-1.92%
-$18,322.44 
COST Costco Wholesale Corporation
-1.91%
-$73,629.08 
RCI Rogers Communications Inc.
-1.91%
-$4,669.7 
NIO Nio Inc.
-1.91%
-$1,924.86 
FISV Fiserv, Inc.
-1.9%
-$4,896.56 
BNY BlackRock New York Municipal Income Trust
-1.9%
-$19,551.61 
EME EMCOR Group, Inc.
-1.89%
-$5,856.34 
UAL United Airlines Holdings, Inc.
-1.87%
-$5,597.76 
CMCSA Comcast Corp
-1.85%
-$15,538.34 
ARES Ares Management Corporation
-1.85%
-$4,592.7 
HSY The Hershey Company
-1.85%
-$4,487.58 
CDNS Cadence Design Systems, Inc.
-1.83%
-$13,137.6 
WDAY Workday Inc.
-1.82%
-$6,984.42 
LOW Lowe's Companies Inc.
-1.82%
-$19,140.22 
MCD McDonald's Corporation
-1.78%
-$30,548.6 
CEG Constellation Energy Corporation
-1.77%
-$14,157 
AFRM Affirm Holdings, Inc.
-1.76%
-$3,405.6 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-1.75%
-$6,439.5 
HD The Home Depot, Inc.
-1.72%
-$49,872.81 
CNP CenterPoint Energy Inc.
-1.68%
-$3,957.2 
RDDT Reddit Inc Class A
-1.67%
-$3,330.59 
ROST Ross Stores, Inc.
-1.64%
-$11,268.18 
MSFT Microsoft Corp.
-1.64%
-$577,813 
ES Eversource Energy
-1.64%
-$3,995.04 
PDD PDD Holdings Inc. American Depositary Shares
-1.64%
-$13,985.4 
NTRS Northern Trust Corporation
-1.63%
-$5,105.43 
MSCI MSCI Inc.
-1.63%
-$5,957.36 
ELV Elevance Health, Inc.
-1.61%
-$14,056.2 
PPL PPL Corporation
-1.6%
-$3,799.44 
WWD Woodward Inc.
-1.59%
-$2,957.24 
CCEP Coca-Cola Europacific Partners PLC
-1.59%
-$6,181.84 
AVGO Broadcom Inc.
-1.58%
-$238,628.25 
WEC WEC Energy Group Inc.
-1.58%
-$4,945.14 
SUNB Sunbelt Rentals Holdings, Inc.
-1.57%
-$12,664.95 
UBER Uber Technologies, Inc.
-1.57%
-$20,848.32 
STT State Street Corp
-1.54%
-$7,400.8 
AMGN Amgen Inc.
-1.53%
-$29,875.95 
NU Nu Holdings Ltd.
-1.53%
-$20,642.38 
EXR Extra Space Storage Inc.
-1.49%
-$4,222.4 
SPGI S&P Global Inc.
-1.43%
-$16,915.76 
PWR Quanta Services Inc.
-1.43%
-$12,542.18 
FICO Fair Isaac Corporation
-1.4%
-$3,069.28 
CRM Salesforce Inc
-1.39%
-$27,086.4 
ABNB Airbnb, Inc.
-1.36%
-$9,166.22 
SNDK SanDisk Corporation
-1.36%
-$29,026.72 
FDX FedEx Corporation
-1.36%
-$8,808.37 
AGI Alamos Gold Inc.
-1.35%
-$3,680.16 
CMS CMS Energy Corporation
-1.34%
-$2,586.55 
TMUS T-Mobile US, Inc.
-1.33%
-$11,187.72 
AEP American Electric Power Company, Inc.
-1.32%
-$8,346.32 
MCK McKesson Corporation
-1.29%
-$13,547.96 
BX Blackstone Inc.
-1.27%
-$11,461.28 
RSG Republic Services, Inc.
-1.27%
-$5,008.15 
GOOGL Alphabet Inc
-1.26%
-$243,237.96 
CCI Crown Castle Inc.
-1.25%
-$3,713.49 
LNG Cheniere Energy Inc.
-1.25%
-$6,709.08 
GOOG Alphabet Inc
-1.24%
-$192,047.88 
RJF Raymond James Financial Inc.
-1.23%
-$3,546.9 
EXC Exelon Corporation
-1.23%
-$5,131.87 
XPO XPO Inc.
-1.22%
-$2,454.01 
MDB MongoDB Inc.
-1.21%
-$3,391.08 
GS The Goldman Sachs Group, Inc.
-1.21%
-$32,691.72 
CRS Carpenter Technology Corporation
-1.2%
-$2,257.35 
BAP Credicorp Ltd.
-1.19%
-$5,227.12 
SO The Southern Company
-1.18%
-$10,894.31 
VRT Vertiv Holdings Co
-1.18%
-$10,085.6 
APH Amphenol Corporation
-1.17%
-$42,426.72 
NI NiSource Inc.
-1.17%
-$2,220.48 
VICI Vici Properties Inc.
-1.16%
-$2,961.48 
DAL Delta Air Lines, Inc.
-1.15%
-$4,980.35 
LPLA LPL Financial Holdings Inc.
-1.13%
-$2,998.8 
MO Altria Group, Inc.
-1.13%
-$12,689.6 
RF Regions Financial Corporation
-1.13%
-$2,663.56 
HIG The Hartford Insurance Group, Inc.
-1.13%
-$3,899.94 
ATO Atmos Energy Corporation
-1.12%
-$2,867.61 
CVS CVS Health Corporation
-1.11%
-$12,743.32 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
-1.1%
-$1,264.77 
FE FirstEnergy Corp.
-1.1%
-$2,591.66 
KEY KeyCorp
-1.09%
-$2,175.36 
FTS Fortis Inc.
-1.09%
-$5,292.3 
GIB CGI Inc.
-1.09%
-$2,590.91 
MTB M&T Bank Corporation
-1.08%
-$3,469.5 
DUK Duke Energy Corporation
-1.07%
-$9,344 
TJX The TJX Companies, Inc.
-1.07%
-$14,190.92 
ADSK Autodesk, Inc.
-1.06%
-$4,918.32 
MSI Motorola Solutions, Inc.
-1.05%
-$7,949.07 
AXP American Express Company
-1.03%
-$16,752.37 
APO Apollo Global Management, Inc.
-1.03%
-$5,233.8 
ABT Abbott Laboratories
-1.03%
-$17,053.28 
HWM Howmet Aerospace Inc.
-1.01%
-$8,667.65 
CAH Cardinal Health Inc.
-1%
-$5,211.18 
NET Cloudflare Inc.
-0.99%
-$9,819.12 
CL Colgate-Palmolive Company
-0.98%
-$6,417.32 
LRCX Lam Research Corporation
-0.96%
-$30,832.16 
MAR Marriott International Inc. - Class A
-0.95%
-$6,594.56 
VRTX Vertex Pharmaceuticals Incorporated
-0.94%
-$11,751.04 
CTAS Cintas Corporation
-0.93%
-$6,098.07 
ACGL Arch Capital Group Ltd
-0.93%
-$3,062.15 
O Realty Income Corporation
-0.93%
-$4,877.95 
HLT Hilton Worldwide Holdings Inc.
-0.93%
-$6,111.36 
HUBB Hubbell Inc.
-0.92%
-$2,084.88 
AEE Ameren Corporation
-0.91%
-$2,411.1 
D Dominion Energy, Inc.
-0.91%
-$4,802.85 
WMT Walmart Inc.
-0.91%
-$41,151.33 
EMR Emerson Electric Co.
-0.9%
-$7,170.35 
COR Cencora, Inc.
-0.9%
-$5,110 
EBAY eBay Inc.
-0.88%
-$3,995.52 
JBL Jabil Inc.
-0.88%
-$2,603.7 
PNC The PNC Financial Services Group, Inc.
-0.86%
-$7,948.43 
APP AppLovin Corporation Class A Common Stock
-0.83%
-$6,285.58 
ACN Accenture plc Class A
-0.83%
-$9,267.16 
CM Canadian Imperial Bank of Commerce
-0.81%
-$15,537.51 
CP Canadian Pacific Kansas City Limited
-0.81%
-$11,707.01 
ATI ATI Inc.
-0.79%
-$1,931.04 
VLTO Veralto Corporation
-0.79%
-$1,773.08 
TT Trane Technologies plc
-0.76%
-$6,739.86 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.74%
-$234,932.88 
KO The Coca-Cola Company
-0.73%
-$23,865.4 
MRK Merck & Co., Inc.
-0.72%
-$24,646.65 
PEG Public Service Enterprise Group Incorporated
-0.72%
-$2,428.62 
AMAT Applied Materials, Inc.
-0.72%
-$22,727.04 
AER AerCap Holdings N.V.
-0.71%
-$2,969.08 
BLK BlackRock, Inc.
-0.71%
-$10,923.51 
JBHT J.B. Hunt Transport Services, Inc.
-0.7%
-$1,408.44 
ETR Entergy Corporation
-0.7%
-$3,167.47 
USB U.S. Bancorp
-0.7%
-$6,421.36 
NEE NextEra Energy, Inc.
-0.69%
-$11,082.96 
LYV Live Nation Entertainment, Inc.
-0.67%
-$1,769.46 
PBA Pembina Pipeline Corporation
-0.67%
-$3,436.48 
TSLA Tesla, Inc.
-0.67%
-$65,603.11 
KLAC KLA Corporation
-0.63%
-$13,218.78 
WELL Welltower Inc.
-0.63%
-$10,003.32 
PFE Pfizer Inc.
-0.63%
-$9,456.65 
TPR Tapestry Inc.
-0.63%
-$1,440.04 
AWK American Water Works Company, Inc.
-0.62%
-$1,597.88 
PEP PepsiCo, Inc.
-0.62%
-$10,794 
VTR Ventas Inc.
-0.61%
-$2,474.81 
KMI Kinder Morgan, Inc.
-0.6%
-$3,402.15 
ALL Allstate Corporation
-0.6%
-$3,694.46 
CBRE CBRE Group Inc.
-0.58%
-$2,319.78 
CMI Cummins Inc.
-0.57%
-$4,038.63 
DTE DTE Energy Company
-0.56%
-$1,491.1 
GRMN Garmin Ltd.
-0.55%
-$2,419.34 
BIIB Biogen Inc.
-0.55%
-$1,660.05 
WTW Willis Towers Watson Public Limited Company
-0.54%
-$1,571.22 
TRGP Targa Resources Corp.
-0.54%
-$3,129.28 
BMY Bristol-Myers Squibb Company
-0.53%
-$6,568.46 
VMC Vulcan Materials Company
-0.53%
-$1,606.44 
AAPL Apple Inc.
-0.52%
-$238,457.93 
ODFL Old Dominion Freight Line, Inc.
-0.52%
-$1,658.7 
RACE Ferrari N.V.
-0.52%
-$4,766.94 
CSX CSX Corporation
-0.51%
-$4,399 
GWW W.W. Grainger, Inc.
-0.51%
-$2,669.1 
ICE Intercontinental Exchange, Inc.
-0.49%
-$4,108.72 
PLUG Plug Power Inc.
-0.48%
-$100.56 
KEYS Keysight Technologies, Inc.
-0.48%
-$2,453.28 
URI United Rentals, Inc.
-0.48%
-$2,815.42 
KGC Kinross Gold Corporation
-0.48%
-$2,880.76 
ROK Rockwell Automation, Inc.
-0.47%
-$2,133.28 
PAAS Pan American Silver Corp.
-0.47%
-$1,750.99 
UTHR United Therapeutics Corporation
-0.47%
-$918.85 
MDLZ Mondelez International, Inc.
-0.47%
-$3,462.31 
WMB The Williams Companies, Inc.
-0.45%
-$3,719.68 
CFG Citizens Financial Group, Inc.
-0.44%
-$1,250.54 
RY Royal Bank of Canada
-0.44%
-$22,716 
PM Philip Morris International Inc.
-0.44%
-$12,524.75 
PLTR Palantir Technologies Inc.
-0.43%
-$15,639.75 
KMB Kimberly-Clark Corporation
-0.42%
-$1,284.42 
ED Consolidated Edison, Inc.
-0.42%
-$1,503.92 
HCA HCA Healthcare Inc.
-0.42%
-$2,545.26 
PYPL PayPal Holdings Inc
-0.41%
-$1,823.36 
AIG American International Group Inc.
-0.4%
-$1,522.26 
MRSH Marsh & McLennan Companies, Inc.
-0.4%
-$3,360.24 
SPG Simon Property Group, Inc.
-0.4%
-$2,464.02 
SHW The Sherwin-Williams Company
-0.39%
-$2,789.12 
CI The Cigna Group
-0.39%
-$2,749.6 
PH Parker-Hannifin Corporation
-0.38%
-$4,146.14 
WM Waste Management, Inc.
-0.38%
-$2,883.12 
UNP Union Pacific Corporation
-0.37%
-$5,862.15 
ZTS Zoetis Inc.
-0.35%
-$1,029.34 
BMO Bank of Montreal
-0.35%
-$7,724.43 
AEM Agnico Eagle Mines Limited
-0.34%
-$6,283.88 
PCAR PACCAR Inc.
-0.33%
-$1,971.2 
PPG PPG Industries Inc.
-0.32%
-$694.62 
NOW ServiceNow, Inc.
-0.32%
-$4,400.31 
ECL Ecolab Inc.
-0.32%
-$2,040.15 
LIN Linde plc
-0.31%
-$6,243.7 
AUR Aurora Innovation, Inc.
-0.31%
-$233.84 
BA Boeing Company
-0.29%
-$4,396.42 
FLEX Flex Ltd.
-0.29%
-$1,100.48 
KDP Keurig Dr Pepper Inc.
-0.28%
-$1,104.21 
GEHC GE HealthCare Technologies Inc.
-0.28%
-$772.2 
IBM International Business Machines Corporation
-0.27%
-$6,022.76 
TROW T. Rowe Price Group, Inc.
-0.26%
-$523.26 
ETN Eaton Corporation plc
-0.25%
-$3,621.1 
WBD Warner Bros. Discovery, Inc.
-0.25%
-$1,598.38 
FIX Comfort Systems USA, Inc.
-0.24%
-$1,296.45 
MA Mastercard Incorporated
-0.22%
-$9,763.84 
MKL Markel Group Inc.
-0.21%
-$435 
ISRG Intuitive Surgical, Inc.
-0.21%
-$2,595.84 
CINF Cincinnati Financial Corporation
-0.2%
-$517.65 
ITW Illinois Tool Works Inc.
-0.19%
-$1,355.07 
EQT EQT Corporation
-0.19%
-$575 
PAYX Paychex Inc.
-0.18%
-$630 
TRP TC Energy Corporation
-0.16%
-$1,890.1 
BNS Bank of Nova Scotia
-0.15%
-$3,234.22 
MS Morgan Stanley
-0.15%
-$3,321.96 
CAT Caterpillar Inc.
-0.14%
-$4,790.76 
PRU Prudential Financial, Inc.
-0.13%
-$495.6 
HBAN Huntington Bancshares Incorporated
-0.12%
-$379.22 
LLY Eli Lilly and Company
-0.11%
-$9,815 
BKR Baker Hughes Company
-0.11%
-$570.24 
SYK Stryker Corporation
-0.09%
-$812 
WAB Wabtec Corporation
-0.09%
-$395.68 
UPS United Parcel Service, Inc.
-0.08%
-$558.72 
GILD Gilead Sciences Inc.
-0.07%
-$1,290.74 
DOV Dover Corporation
-0.07%
-$171.78 
MPWR Monolithic Power Systems, Inc.
-0.07%
-$348.66 
IRM Iron Mountain Inc.
-0.06%
-$196.56 
FAST Fastenal Co.
-0.06%
-$325.47 
VTRS Viatris Inc.
-0.06%
-$106.93 
CHD Church & Dwight Co., Inc.
-0.05%
-$109.45 
INTC Intel Corporation
-0.05%
-$2,070.65 
ADP Automatic Data Processing Inc.
-0.04%
-$373.4 
GLW Corning Incorporated
-0.03%
-$300.6 Events
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Dividends
Dividend Analysis
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| Trades 20632 | Longs Won 15206/20632 73% | Profit Factor 5.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $492,206.75 |
| Average Win $79,834.28 | Best Trade (Sep 04) $21.72M | Sharpe Ratio -89.2 |
| Average Loss -$41,346.42 | Worst Trade (Jul 31) -$22.51M | Z-Score -39.31 (100%) |
| Commissions $0 | Avg. Trade Length 2y 10m 5d | Expectancy $47,961.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 4905 490541000 | 35,583 | $3.29M | $3.3M | - | $6,492.11 | 0.2% | 0.0 |
| A Agilent Technologies Inc. | 2,687 | $262,508.84 | $403,533.66 | - | $141,024.82 | 53.72% | +2.302% |
| AAPL Apple Inc. | 137,044 | $13.08M | $45.41M | - | $32.33M | 247.23% | -0.522% |
| ABBV AbbVie Inc. | 16,771 | $1.71M | $4.41M | - | $2.7M | 157.31% | +0.472% |
| ABNB Airbnb, Inc. | 3,934 | $381,888.06 | $662,170.88 | - | $280,282.82 | 73.39% | -1.365% |
| ABT Abbott Laboratories | 16,088 | $1.59M | $1.64M | - | $46,937.92 | 2.94% | -1.028% |
| ACGL Arch Capital Group Ltd | 3,365 | $210,981.37 | $326,539.6 | - | $115,558.23 | 54.77% | -0.929% |
| ACN Accenture plc Class A | 5,756 | $1.19M | $1.11M | - | -$80,302.37 | -6.73% | -0.826% |
| ADBE Adobe Inc. | 3,826 | $1.64M | $986,189.76 | - | -$655,741.2 | -39.94% | -2.952% |
| ADI Analog Devices, Inc. | 4,603 | $771,031.13 | $1.66M | - | $892,262.92 | 115.72% | +0.091% |
| ADM Archer-Daniels-Midland Co | 4,554 | $209,830.53 | $394,376.4 | - | $184,545.87 | 87.95% | +0.185% |
| ADP Automatic Data Processing Inc. | 3,734 | $605,178.02 | $1.03M | - | $427,385 | 70.62% | -0.036% |
| ADSK Autodesk, Inc. | 2,024 | $511,219.1 | $458,436 | - | -$52,783.1 | -10.32% | -1.061% |
| AEE Ameren Corporation | 2,538 | $222,320.21 | $261,464.76 | - | $39,144.55 | 17.61% | -0.914% |
| AEM Agnico Eagle Mines Limited | 9,241 | $586,910.9 | $1.82M | - | $1.23M | 209.97% | -0.344% |
| AEP American Electric Power Company, Inc. | 5,168 | $426,601.23 | $623,338.32 | - | $196,737.09 | 46.12% | -1.321% |
| AER AerCap Holdings N.V. | 2,984 | $196,164.12 | $413,045.28 | - | $216,881.16 | 110.56% | -0.714% |
| AFL Aflac Inc. | 4,289 | $159,923.8 | $504,214.84 | - | $344,291.04 | 215.28% | +0.47% |
| AFRM Affirm Holdings, Inc. | 2,640 | $215,000 | $190,317.6 | - | -$24,682.4 | -11.48% | -1.758% |
| AGI Alamos Gold Inc. | 7,667 | $203,662.84 | $269,725.06 | - | $66,062.22 | 32.44% | -1.346% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $64.08M, 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 $157.67M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $28.78M, Microsoft Corp - $3.9M, iShares Core S&P Total U.S. Stock Market ETF - $3.88M, Exxon Mobil Corporation - $3.44M, 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.
