Manske Wealth Management

Manske Wealth Management Portfolio

Invests via Manske Wealth Management | Managed by Manske Wealth Management LLC
Invests via Manske Wealth Management
Managed by Manske Wealth Management LLC
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Company Profile

Regional independent wealth advisory firm focused on high-net-worth families and charitable clients, offering financial planning, investment management and retirement strategies. Manske Wealth Management emphasizes taxable-optimized portfolios, model-driven asset allocation and fee-based advisory relationships; typical clients are individuals, family offices and small institutions in the Midwest market.

Regional independent wealth advisory firm focused on high-net-worth families and charitable clients, offering financial planning, investment management and retirement strategies. Manske Wealth Management emphasizes taxable-optimized portfolios, model-driven asset allocation and fee-based advisory relationships; typical clients are individuals, family offices and small institutions in the Midwest market.

Investment Philosophy & Strategy

Focuses on tax-aware, model-driven wealth management for high-net-worth families, family offices and charitable clients, prioritizing after-tax returns and sustainable income. Portfolios emphasize diversified multi-asset allocations, low-cost ETFs and active tax-management techniques (tax-loss harvesting, municipal integration) with liability- and retirement-income planning baked into allocation decisions. Capital deployment favors durable, liquid instruments and broadly diversified strategies calibrated to risk capacity and intergenerational goals; advisory relationships are fiduciary, fee-based and long-term oriented.

Focuses on tax-aware, model-driven wealth management for high-net-worth families, family offices and charitable clients, prioritizing after-tax returns and sustainable income. Portfolios emphasize diversified multi-asset allocations, low-cost ETFs and active tax-management techniques (tax-loss harvesting, municipal integration) with liability- and retirement-income planning baked into allocation decisions. Capital deployment favors durable, liquid instruments and broadly diversified strategies calibrated to risk capacity and intergenerational goals; advisory relationships are fiduciary, fee-based and long-term oriented.

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:
34.54%
Gain -0.27%
Monthly
1.49%
Yearly
19.46%
Drawdown
15.44%
$400.01M
Equity
Holdings
$400.01M
Investment
$316.91M
$85.42M
Profit -$826,924.86
Realized
$2.32M
Unrealized
$83.1M
Dividends
$13.35M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$826,924.86
Win %
73%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.78M
Win %
73%
This Month
Compared to last month
Gain
-0.21%
Profit
-$826,924.86
Win %
73%
This Year
Compared to last year
Gain
12.3%
Profit
$43.81M
Win %
74%
Amazon.com Inc logo
AMZN Amazon.com Inc
+15.32%
+$1.85M
Alphabet Inc logo
GOOG Alphabet Inc
+6.88%
+$704,765.54
Alphabet Inc logo
GOOGL Alphabet Inc
+6.73%
+$72,825.27
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+3.28%
+$19,306.55
Microsoft Corp. logo
MSFT Microsoft Corp.
+3.02%
+$215,195.84
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.93%
+$136,098.02
APA Corporation logo
APA APA Corporation
+2.73%
+$9,104.04
LyondellBasell Industries N.V. logo
LYB LyondellBasell Industries N.V.
+2.71%
+$74,861.17
Chevron Corporation logo
CVX Chevron Corporation
+2.35%
+$49,444.28
O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
+2.28%
+$11,940
BP p.l.c. Sponsored ADR logo
BP BP p.l.c. Sponsored ADR
+2.26%
+$27,961
Devon Energy Corporation logo
DVN Devon Energy Corporation
+2.17%
+$14,303.04
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+2.14%
+$23,702.22
Franklin Resources Inc. logo
BEN Franklin Resources Inc.
+2.08%
+$7,340.22
ONEOK, Inc. logo
OKE ONEOK, Inc.
+1.95%
+$9,072.36
Halliburton Company logo
HAL Halliburton Company
+1.93%
+$6,005.45
Paramount Skydance Corporation Class B Common Stock logo
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$1,521.75
Oracle Corporation logo
ORCL Oracle Corporation
+1.81%
+$3,691.38
Ventas Inc. logo
VTR Ventas Inc.
+1.73%
+$9,051.87
Shell plc logo
SHEL Shell plc
+1.62%
+$27,790.35
Accenture plc Class A logo
ACN Accenture plc Class A
+1.61%
+$4,528.88
Communication Services Select Sector SPDR Fund logo
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,577.3
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+1.52%
+$59,555.3
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+1.5%
+$6,696.88
SPDR Portfolio S&P 500 Growth ETF logo
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$4,801.25
Quanta Services Inc. logo
PWR Quanta Services Inc.
+1.43%
+$8,779.69
General Electric Company logo
GE General Electric Company
+1.42%
+$4,139.69
Schlumberger Limited logo
SLB Schlumberger Limited
+1.39%
+$11,545.04
Cardinal Health Inc. logo
CAH Cardinal Health Inc.
+1.3%
+$4,259.43
CareCloud Inc. logo
CCLD CareCloud Inc.
+1.25%
+$684.09
Comcast Corp logo
CMCSA Comcast Corp
+1.23%
+$15,261.25
ConocoPhillips logo
COP ConocoPhillips
+1.22%
+$6,393.05
Wells Fargo & Company logo
WFC Wells Fargo & Company
+1.19%
+$9,874.62
Schwab U.S. Large-Cap Growth ETF logo
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$5,676.44
TotalEnergies SE logo
TTE TotalEnergies SE
+0.95%
+$21,741.88
Equinor ASA Sponsored ADR logo
EQNR Equinor ASA Sponsored ADR
+0.91%
+$3,759.18
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+0.89%
+$2,135.7
International Business Machines Corporation logo
IBM International Business Machines Corporation
+0.86%
+$6,367.87
Canadian Natural Resources Limited logo
CNQ Canadian Natural Resources Limited
+0.85%
+$3,197.2
McDonald's Corporation logo
MCD McDonald's Corporation
+0.82%
+$1,632.41
Emerson Electric Co. logo
EMR Emerson Electric Co.
+0.79%
+$1,816.04
Tesla, Inc. logo
TSLA Tesla, Inc.
+0.76%
+$9,489.48
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
+0.76%
+$8,087.8
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.72%
+$16,457.97
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.71%
+$8,281.51
Caterpillar Inc. logo
CAT Caterpillar Inc.
+0.7%
+$4,949.9
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+0.69%
+$10,476.9
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.69%
+$5,381.12
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$4,335.32
Dow Inc. logo
DOW Dow Inc.
+0.67%
+$2,239.6
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$30,316.32
Energy Transfer L.P. logo
ET Energy Transfer L.P.
+0.59%
+$11,051.16
Altria Group, Inc. logo
MO Altria Group, Inc.
+0.57%
+$4,749.81
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$359,873.88
Exelon Corporation logo
EXC Exelon Corporation
+0.53%
+$1,543.68
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
+0.52%
+$5,117.51
Phillips 66 logo
PSX Phillips 66
+0.51%
+$2,682.67
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,797.98
Sanofi American Depositary Receipt logo
SNY Sanofi American Depositary Receipt
+0.44%
+$2,054.3
Pfizer Inc. logo
PFE Pfizer Inc.
+0.4%
+$5,372.4
Anheuser-Busch InBev S.A. ADR logo
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$3,370.42
RTX Corporation logo
RTX RTX Corporation
+0.39%
+$2,397.36
Valero Energy Corporation logo
VLO Valero Energy Corporation
+0.38%
+$7,244.72
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.37%
+$3,804.48
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.37%
+$1,677.98
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,669.1
Bank of America Corporation logo
BAC Bank of America Corporation
+0.36%
+$1,081.08
SPDR Bloomberg Convertible Securities ETF logo
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$6,316.56
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+0.32%
+$5,210.82
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+0.27%
+$5,610.86
Franklin Universal Trust logo
FT Franklin Universal Trust
+0.25%
+$358.64
Canadian Imperial Bank of Commerce logo
CM Canadian Imperial Bank of Commerce
+0.24%
+$4,032
The Southern Company logo
SO The Southern Company
+0.21%
+$928.4
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.21%
+$1,393.37
U.S. Bancorp logo
USB U.S. Bancorp
+0.17%
+$5,272.88
AT&T Inc. logo
T AT&T Inc.
+0.17%
+$5,411.56
Morgan Stanley logo
MS Morgan Stanley
+0.17%
+$764.28
Dell Technologies Inc. logo
DELL Dell Technologies Inc.
+0.14%
+$1,048.88
The Toronto-Dominion Bank logo
TD The Toronto-Dominion Bank
+0.13%
+$816.16
3M Company logo
MMM 3M Company
+0.12%
+$2,888.66
Citigroup Inc. logo
C Citigroup Inc.
+0.1%
+$3,412.37
Walmart Inc. logo
WMT Walmart Inc.
+0.09%
+$675.81
Nuveen AMT-Free Quality Municipal Income Fund logo
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$116.38
SPDR SSGA Global Allocation ETF logo
GAL SPDR SSGA Global Allocation ETF
+0.08%
+$9,340.76
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund logo
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$130.26
JPMorgan International Bond ETF logo
JPIB JPMorgan International Bond ETF
+0.06%
+$3,573.06
Molson Coors Beverage Company logo
TAP Molson Coors Beverage Company
+0.02%
+$110.48
iShares 0-5 Year High Yield Corporate Bond ETF logo
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$1,165.9
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund logo
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$461.56
Principal Active High Yield ETF logo
YLD Principal Active High Yield ETF
+0.02%
+$533.2
Carnival plc logo
CUK Carnival plc
0%
$0
Eni S.p.A. Sponsored ADR logo
E Eni S.p.A. Sponsored ADR
0%
$0
Enbridge Inc. Preferred Stock 2.983% Perpetual logo
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0
Park Hotels & Resorts Inc. logo
PK Park Hotels & Resorts Inc.
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
iShares Core 40/60 Moderate Allocation ETF logo
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0
Liberty All Star Equity Fund logo
USA Liberty All Star Equity Fund
0%
$0
Novo Nordisk A/S Sponsored ADR logo
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$77,793.66
Bit Digital, Inc. logo
BTBT Bit Digital, Inc.
-7.75%
-$1,320
Apple Inc. logo
AAPL Apple Inc.
-7.35%
-$2.36M
Edison International logo
EIX Edison International
-6.81%
-$99,883.6
T. Rowe Price Group, Inc. logo
TROW T. Rowe Price Group, Inc.
-6.31%
-$103,123.35
Linde plc logo
LIN Linde plc
-5.95%
-$16,279.89
International Paper Company logo
IP International Paper Company
-5.38%
-$51,631.6
Tyson Foods Inc. logo
TSN Tyson Foods Inc.
-4.43%
-$11,989.33
Grifols, S.A. American Depositary Receipt logo
GRFS Grifols, S.A. American Depositary Receipt
-4.02%
-$3,810.84
Conagra Brands Inc. logo
CAG Conagra Brands Inc.
-3.46%
-$10,405.2
Eversource Energy logo
ES Eversource Energy
-3.05%
-$29,760.75
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$13,099.98
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-2.63%
-$17,639.83
AbbVie Inc. logo
ABBV AbbVie Inc.
-2.51%
-$12,092.43
Prudential plc ADR logo
PUK Prudential plc ADR
-2.32%
-$29,385.36
Vodafone Group Public Limited Company American Depositary Receipt logo
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$26,217.72
The Kraft Heinz Company logo
KHC The Kraft Heinz Company
-2.01%
-$35,804.15
Williams-Sonoma, Inc. logo
WSM Williams-Sonoma, Inc.
-2%
-$10,736.66
Netflix, Inc. logo
NFLX Netflix, Inc.
-2%
-$3,505.46
Honda Motor Co., Ltd. logo
HMC Honda Motor Co., Ltd.
-1.99%
-$9,037.15
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-1.9%
-$17,685.4
Vornado Realty Trust logo
VNO Vornado Realty Trust
-1.89%
-$14,153.48
General Mills, Inc. logo
GIS General Mills, Inc.
-1.84%
-$29,958.38
Magna International Inc. logo
MGA Magna International Inc.
-1.79%
-$5,886.25
Stellantis N.V. logo
STLA Stellantis N.V.
-1.71%
-$13,485.2
British American Tobacco p.l.c. ADR logo
BTI British American Tobacco p.l.c. ADR
-1.69%
-$67,363.92
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-1.68%
-$15,476.25
BHP Group Ltd. logo
BHP BHP Group Ltd.
-1.64%
-$18,249.63
Domino's Pizza Inc. logo
DPZ Domino's Pizza Inc.
-1.37%
-$2,886
Toyota Motor Corporation logo
TM Toyota Motor Corporation
-1.28%
-$4,701.04
SL Green Realty Corp. logo
SLG SL Green Realty Corp.
-1.27%
-$8,220.52
SPDR S&P International Dividend ETF logo
DWX SPDR S&P International Dividend ETF
-1.26%
-$8,301.49
The Clorox Company logo
CLX The Clorox Company
-1.24%
-$3,402
Ford Motor Company logo
F Ford Motor Company
-1.21%
-$20,192.4
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
-1.16%
-$5,945.09
Omnicom Group Inc. logo
OMC Omnicom Group Inc.
-1.14%
-$6,849.57
Diageo plc Sponsored ADR logo
DEO Diageo plc Sponsored ADR
-1.12%
-$7,102
Texas Instruments Inc logo
TXN Texas Instruments Inc
-1.08%
-$5,490.4
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
-1.08%
-$1,990.79
McKesson Corporation logo
MCK McKesson Corporation
-1.08%
-$3,532.28
Healthpeak Properties, Inc. logo
DOC Healthpeak Properties, Inc.
-1.04%
-$4,467.04
BorgWarner Inc. logo
BWA BorgWarner Inc.
-1.04%
-$6,828.64
Intel Corporation logo
INTC Intel Corporation
-1.02%
-$28,947.18
ARK Next Generation Internet ETF logo
ARKW ARK Next Generation Internet ETF
-1.02%
-$7,852.29
The Coca-Cola Company logo
KO The Coca-Cola Company
-1.02%
-$3,615.3
Plains All American Pipeline, L.P. logo
PAA Plains All American Pipeline, L.P.
-1.01%
-$8,744.25
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
-1%
-$23,058
PPL Corporation logo
PPL PPL Corporation
-0.98%
-$2,948.05
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-0.97%
-$56,430.99
Progressive Corporation logo
PGR Progressive Corporation
-0.87%
-$2,170.62
Realty Income Corporation logo
O Realty Income Corporation
-0.87%
-$6,366.08
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.81%
-$9,144.13
Dominion Energy, Inc. logo
D Dominion Energy, Inc.
-0.8%
-$2,819.04
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
-0.8%
-$4,090.24
CVS Health Corporation logo
CVS CVS Health Corporation
-0.75%
-$28,636.71
Consolidated Edison, Inc. logo
ED Consolidated Edison, Inc.
-0.74%
-$1,871.1
Mastercard Incorporated logo
MA Mastercard Incorporated
-0.74%
-$5,873.51
GSK plc Sponsored ADR logo
GSK GSK plc Sponsored ADR
-0.73%
-$14,656.22
BlackRock, Inc. logo
BLK BlackRock, Inc.
-0.73%
-$3,184.02
Barclays PLC Sponsored ADR logo
BCS Barclays PLC Sponsored ADR
-0.72%
-$7,154.2
Duke Energy Corporation logo
DUK Duke Energy Corporation
-0.67%
-$1,884.12
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$101,388.01
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,222.64
HSBC Holdings plc Sponsored ADR logo
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$2,846.14
Philip Morris International Inc. logo
PM Philip Morris International Inc.
-0.61%
-$7,674.65
WisdomTree Global ex-U.S. Quality Dividend Growth Fund logo
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.6%
-$3,985.47
iShares Global REIT ETF logo
REET iShares Global REIT ETF
-0.59%
-$20,762.95
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
-0.58%
-$2,384.16
Starbucks Corporation logo
SBUX Starbucks Corporation
-0.57%
-$2,949.6
Prudential Financial, Inc. logo
PRU Prudential Financial, Inc.
-0.56%
-$3,428.6
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
-0.54%
-$2,480.76
Eli Lilly and Company logo
LLY Eli Lilly and Company
-0.53%
-$3,708.65
National Grid plc Sponsored ADR logo
NGG National Grid plc Sponsored ADR
-0.52%
-$5,200.44
The Real Estate Select Sector SPDR Fund logo
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$12,300.86
Welltower Inc. logo
WELL Welltower Inc.
-0.51%
-$4,789.75
SK Telecom Co., Ltd. logo
SKM SK Telecom Co., Ltd.
-0.5%
-$2,017.92
Simon Property Group, Inc. logo
SPG Simon Property Group, Inc.
-0.46%
-$4,263.95
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-0.46%
-$1,162.24
The Campbell's Company logo
CPB The Campbell's Company
-0.45%
-$1,451.6
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-0.42%
-$4,523.13
Schwab International Small-Cap Equity ETF logo
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$12,869.2
Entergy Corporation logo
ETR Entergy Corporation
-0.38%
-$2,391.93
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
-0.38%
-$1,376
American Express Company logo
AXP American Express Company
-0.38%
-$957.57
FedEx Corporation logo
FDX FedEx Corporation
-0.37%
-$1,382.3
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,762.2
Kenvue Inc. logo
KVUE Kenvue Inc.
-0.36%
-$1,266.79
Dollar General Corporation logo
DG Dollar General Corporation
-0.35%
-$1,640.69
Rio Tinto Plc Sponsored ADR logo
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$12,086.25
Truist Financial Corporation logo
TFC Truist Financial Corporation
-0.33%
-$1,060.79
Skyworks Solutions Inc. logo
SWKS Skyworks Solutions Inc.
-0.32%
-$768.4
Schwab U.S. Aggregate Bond ETF logo
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$15,795.85
JPMorgan Diversified Return U.S. Mid Cap Equity ETF logo
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.28%
-$20,945.4
Vanguard Value ETF logo
VTV Vanguard Value ETF
-0.27%
-$817.73
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
-0.26%
-$673.36
Blackstone Inc. logo
BX Blackstone Inc.
-0.25%
-$967.38
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.24%
-$784.31
Vanguard Total International Bond ETF logo
BNDX Vanguard Total International Bond ETF
-0.23%
-$5,963.54
Vanguard FTSE All-World ex-US ETF logo
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,492.81
abrdn Bloomberg All Commodity Strategy K-1 Free ETF logo
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$4,937.9
VANGUARD SMALL-CAP VALUE ETF logo
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,176
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
-0.18%
-$1,819.75
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$3,369.27
SPDR Nuveen ICE High Yield Municipal Bond ETF logo
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$2,279.68
iShares International Select Dividend ETF logo
IDV iShares International Select Dividend ETF
-0.14%
-$3,468.66
Kimco Realty Corporation logo
KIM Kimco Realty Corporation
-0.12%
-$542.88
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$286.96
Invesco Preferred ETF logo
PGX Invesco Preferred ETF
-0.09%
-$6,644.11
SPDR SSgA Income Allocation ETF logo
INKM SPDR SSgA Income Allocation ETF
-0.09%
-$2,796.51
Schwab Fundamental U.S. Small Company ETF logo
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$3,826.95
Bank of Nova Scotia logo
BNS Bank of Nova Scotia
-0.08%
-$249.2
SPDR Portfolio Short Term Corporate Bond ETF logo
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$2,014.24
Main Street Capital Corporation logo
MAIN Main Street Capital Corporation
-0.06%
-$156
Vanguard Emerging Markets Government Bond Fund logo
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$91.71
Visa Inc. Class A logo
V Visa Inc. Class A
-0.04%
-$269.76
Invesco S&P Emerging Markets Low Volatility ETF logo
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.04%
-$371.09
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$65.46
Target Corporation logo
TGT Target Corporation
-0.01%
-$135.72
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Dividends

Dividend Analysis

Yearly
$
Trades
1051
Longs Won
780/1051 74%
Profit Factor
14.21
Profitability
Shorts Won
0/0 0%
Standard Deviation
$479,294.81
Average Win
$117,808.14
Best Trade
(Aug 14) $11.46M
Sharpe Ratio
-9.88
Average Loss
-$23,870.15
Worst Trade
(Sep 02) -$539,056.56
Z-Score
16.64 (100%)
Commissions
$0
Avg. Trade Length
11m 3w 5d
Expectancy
$81,276.44
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 16,667 15,000 13,333 11,667 10,000 8,333 6,667 5,000 3,333 1,667
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
96,289 $24.11M $29.74M - $5.63M 23.35%
-7.354%
AbbVie Inc. logo
ABBV AbbVie Inc.
1,869 $336,530.56 $469,006.86 - $132,476.3 39.37%
-2.513%
Accenture plc Class A logo
ACN Accenture plc Class A
1,722 $515,527.94 $285,714.24 - -$229,813.7 -44.58%
+1.611%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
1,914 $402,144.88 $911,351.08 - $509,206.2 126.62%
-1.904%
Amazon.com Inc logo
AMZN Amazon.com Inc
51,356 $10.92M $13.95M - $3.03M 27.75%
+15.321%
iShares Core 40/60 Moderate Allocation ETF logo
AOM iShares Core 40/60 Moderate Allocation ETF
42,011 $1.83M $2.06M - $236,435.13 12.95%
0.0
APA Corporation logo
APA APA Corporation
9,196 $223,288 $343,194.72 - $119,906.72 53.7%
+2.725%
ARK Next Generation Internet ETF logo
ARKW ARK Next Generation Internet ETF
5,569 $601,340.23 $762,061.96 - $160,721.73 26.73%
-1.02%
Broadcom Inc. logo
AVGO Broadcom Inc.
2,642 $610,735.17 $1.03M - $417,742.59 68.4%
+0.371%
American Express Company logo
AXP American Express Company
754 $240,511.27 $253,532.5 - $13,021.23 5.41%
-0.376%
Bank of America Corporation logo
BAC Bank of America Corporation
4,914 $232,955.35 $304,422.3 - $71,466.95 30.68%
+0.356%
abrdn Bloomberg All Commodity Strategy K-1 Free ETF logo
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
98,758 $2M $2.36M - $361,113.19 18.04%
-0.209%
Barclays PLC Sponsored ADR logo
BCS Barclays PLC Sponsored ADR
35,771 $475,396.7 $983,702.5 - $508,305.8 106.92%
-0.722%
Franklin Resources Inc. logo
BEN Franklin Resources Inc.
10,638 $216,817.01 $360,202.68 - $143,385.67 66.13%
+2.08%
BHP Group Ltd. logo
BHP BHP Group Ltd.
12,943 $631,181.89 $1.09M - $462,372.18 73.25%
-1.641%
BlackRock, Inc. logo
BLK BlackRock, Inc.
399 $403,924.67 $435,065.61 - $31,140.94 7.71%
-0.727%
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
23,282 $1.3M $1.52M - $217,844.25 16.72%
+0.694%
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
3,544 $255,497.03 $255,983.12 - $486.09 0.19%
-0.262%
Vanguard Total International Bond ETF logo
BNDX Vanguard Total International Bond ETF
54,214 $2.65M $2.59M - -$63,795.37 -2.4%
-0.23%
Bank of Nova Scotia logo
BNS Bank of Nova Scotia
3,560 $196,761.06 $312,461.2 - $115,700.14 58.8%
-0.08%
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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 Manske Wealth Management?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $932,306.56, British American Tobacco p.l.c. ADR - $613,991.57, SPDR SSGA Global Allocation ETF - $611,337.3, Invesco Preferred ETF - $518,248.7, and VANGUARD FTSE DEVELOPED MARKETS ETF - $501,796.33. 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: Crown Castle Inc - $70,362.39, Paramount Skydance Corporation Class B Common Stock - $59,127.77, Hanesbrands Inc - $48,146.04, Carnival plc - $47,248.57, and Quanta Services Inc - $39,840. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Manske Wealth Management's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.35M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $932,306.56, SPDR SSGA Global Allocation ETF - $550,076.02, Invesco Preferred ETF - $519,998.86, VANGUARD FTSE DEVELOPED MARKETS ETF - $484,916.53, and iShares 0-5 Year High Yield Corporate Bond ETF - $445,120.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Manske Wealth Management's monthly returns?
Manske Wealth Management's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Manske Wealth Management's strategy be considered aggressive or moderate?
Manske Wealth Management's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Manske Wealth Management's strategy?
Manske Wealth Management's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
Account USV