Corey Saft Portfolio
Invests via Sivia Capital Partners, LLC | Managed by Corey Saft
Invests via Sivia Capital Partners, LLC
Managed by Corey Saft
Automatically Tracked
Corey Saft Profile
Early-stage investor and operator focused on technology, consumer internet and fintech, Corey Saft brings sector-focused diligence, board-level support and deal sourcing capabilities to venture and growth equity allocations. He has experience leading product and go-to-market teams at high-growth startups and participates in direct investments and syndicates, emphasizing unit economics, scalable distribution and founder alignment. Market-facing profile emphasizes selective capital deployment into companies with defensible network effects and path-to-profitability.
Early-stage investor and operator focused on technology, consumer internet and fintech, Corey Saft brings sector-focused diligence, board-level support and deal sourcing capabilities to venture and growth equity allocations. He has experience leading product and go-to-market teams at high-growth startups and participates in direct investments and syndicates, emphasizing unit economics, scalable distribution and founder alignment. Market-facing profile emphasizes selective capital deployment into companies with defensible network effects and path-to-profitability.
Investment Philosophy & Strategy
Invests primarily in early-stage technology, consumer internet and fintech businesses, favoring companies with defensible network effects, clear unit economics and a credible path to profitability. Capital deployment is concentrated and staged, reserving follow-on capital for winners and prioritizing founder alignment and board-level value add. Underwriting emphasizes scalable distribution, repeatable unit economics and KPI-driven risk controls. Time horizon is multi-year (typical 3–7 years) with an operator-led, go-to-market and product execution edge to accelerate value creation.
Invests primarily in early-stage technology, consumer internet and fintech businesses, favoring companies with defensible network effects, clear unit economics and a credible path to profitability. Capital deployment is concentrated and staged, reserving follow-on capital for winners and prioritizing founder alignment and board-level value add. Underwriting emphasizes scalable distribution, repeatable unit economics and KPI-driven risk controls. Time horizon is multi-year (typical 3–7 years) with an operator-led, go-to-market and product execution edge to accelerate value creation.
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:
75.76%
Gain -1.23%
Monthly
1.78%
Yearly
23.53%
Drawdown
26.95%
$831.14M
Equity
Holdings
$831.14M
Investment
$698.71M
$146.16M
Profit -$4.99M
Realized
$13.73M
Unrealized
$132.43M
Dividends
$9.34M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.23%
Profit
-$4.99M
Win %
73%
This Week
Compared To Last Week
Gain
-2.49%
Profit
-$21.21M
Win %
73%
This Month
Compared to last month
Gain
-0.6%
Profit
-$4.99M
Win %
73%
This Year
Compared to last year
Gain
1.4%
Profit
$11.93M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$2.35M 
DXCM DexCom, Inc.
+11.95%
+$107,133.84 
MSA Msa Safety Inc.
+9.13%
+$30,773.34 
ETN Eaton Corporation plc
+7.32%
+$92,149.05 
GOOG Alphabet Inc
+6.88%
+$490,639.2 
GOOGL Alphabet Inc
+6.73%
+$490,677.39 
NVT nVent Electric plc
+6.24%
+$55,227.48 
VRT Vertiv Holdings Co
+6.18%
+$129,655.14 
ANET Arista Networks, Inc.
+5.46%
+$139,427.61 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$13,710.16 
FTNT Fortinet Inc.
+4.99%
+$70,809.2 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$18,387.22 
SNPS Synopsys, Inc.
+4.41%
+$37,624.75 
ZM Zoom Video Communications, Inc.
+4.06%
+$38,201.25 
FTI TechnipFMC plc
+3.98%
+$85,035.9 
S SentinelOne Inc.
+3.59%
+$73,693.51 
MDB MongoDB Inc.
+3.56%
+$44,984.84 
EXPO Exponent Inc.
+3.53%
+$17,975.52 
BIDU Baidu Inc.
+3.38%
+$6,719.13 
TWLO Twilio Inc.
+3.36%
+$15,166.08 
AMKR Amkor Technology Inc.
+3.34%
+$19,501.93 
META Meta Platforms Inc Class A
+3.28%
+$162,266.96 
MTDR Matador Resources Company
+3.27%
+$15,450.82 
ONTO Onto Innovation Inc.
+3.22%
+$8,890.17 
LSTR Landstar System Inc.
+3.21%
+$17,256.54 
CRS Carpenter Technology Corporation
+3.17%
+$68,824.16 
ATI ATI Inc.
+3.05%
+$19,484.22 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$6,249.12 
MSFT Microsoft Corp.
+3.02%
+$660,978.11 
CNO CNO Financial Group Inc.
+2.99%
+$8,160 
LITE Lumentum Holdings Inc.
+2.99%
+$33,741.02 
MHK Mohawk Industries, Inc.
+2.96%
+$14,039.63 
TEAM Atlassian Corporation Class A
+2.95%
+$91,950.96 
GRAB Grab Holdings Limited
+2.94%
+$3,526.1 
NVDA NVIDIA Corporation
+2.93%
+$829,247.19 
LYB LyondellBasell Industries N.V.
+2.71%
+$26,438.47 
GNRC Generac Holdings Inc.
+2.71%
+$6,645.6 
NTAP NetApp, Inc.
+2.6%
+$14,920.52 
EVR Evercore Inc.
+2.46%
+$36,658.23 
ESTC Elastic N.V.
+2.4%
+$10,835.44 
AR Antero Resources Corporation
+2.38%
+$30,749.04 
CVX Chevron Corporation
+2.35%
+$28,765.28 
GTLB GitLab Inc.
+2.34%
+$17,645.44 
MRVL Marvell Technology, Inc.
+2.32%
+$2,969.22 
CNC Centene Corporation
+2.27%
+$103,631.1 
BP BP p.l.c. Sponsored ADR
+2.26%
+$9,334 
GLW Corning Incorporated
+2.24%
+$11,626.11 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$12,807.1 
WDC Western Digital Corporation
+2.21%
+$104,973.26 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$9,086.83 
EOG EOG Resources, Inc.
+2.19%
+$86,661.63 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$4,166.04 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$14,332.99 
CSCO Cisco Systems, Inc.
+2.14%
+$11,984.76 
LNG Cheniere Energy Inc.
+2.13%
+$10,628.81 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$4,903.98 
KEYS Keysight Technologies, Inc.
+2.04%
+$12,038.74 
OXY Occidental Petroleum Corporation
+2%
+$36,708 
CHDN Churchill Downs Incorporated
+1.95%
+$17,682.63 
JCI Johnson Controls International plc
+1.93%
+$31,116.54 
HAL Halliburton Company
+1.93%
+$13,573.11 
DV DoubleVerify Holdings Inc.
+1.9%
+$3,664.92 
LHX L3Harris Technologies, Inc.
+1.9%
+$26,248.96 
ZS Zscaler Inc.
+1.89%
+$4,858.49 
PANW Palo Alto Networks, Inc.
+1.89%
+$6,291.45 
FIX Comfort Systems USA, Inc.
+1.88%
+$82,555.12 
RYN Rayonier Inc.
+1.82%
+$9,243 
ORCL Oracle Corporation
+1.81%
+$10,505.88 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$4,209.44 
ADT ADT Inc.
+1.73%
+$6,013.67 
VTR Ventas Inc.
+1.73%
+$7,922.97 
KMI Kinder Morgan, Inc.
+1.64%
+$12,000.56 
SHEL Shell plc
+1.62%
+$26,909.82 
HPE Hewlett Packard Enterprise Company
+1.61%
+$97,956.4 
ACN Accenture plc Class A
+1.61%
+$23,162.5 
AIT Applied Industrial Technologies Inc.
+1.58%
+$20,126.72 
ITT Itt Inc.
+1.54%
+$13,836.14 
CHRD Chord Energy Corp
+1.54%
+$3,744.54 
WIT Wipro Limited American Depositary Receipt
+1.54%
+$2,863.29 
HPQ HP Inc.
+1.53%
+$43,141.84 
VZ Verizon Communications Inc.
+1.52%
+$22,217.3 
SAP SAP SE Sponsored ADR
+1.51%
+$5,055.3 
BOX Box Inc.
+1.48%
+$6,181.02 
PR Permian Resources Corporation
+1.48%
+$11,392.5 
NOC Northrop Grumman Corporation
+1.43%
+$8,690.57 
SNX TD Synnex Corporation
+1.42%
+$35,957.52 
GE General Electric Company
+1.42%
+$66,572.02 
MKSI MKS Instruments Inc.
+1.42%
+$13,520.77 
KLAC KLA Corporation
+1.38%
+$4,133.42 
OWL Blue Owl Capital Inc.
+1.38%
+$20,172.32 
OVV Ovintiv Inc.
+1.36%
+$4,442.76 
CIEN Ciena Corporation
+1.34%
+$7,967.97 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$9,457.35 
NMR Nomura Holdings Inc. Sponsored ADR
+1.25%
+$4,837.08 
COP ConocoPhillips
+1.22%
+$3,562.65 
SAIC Science Applications International Corporation Common Stock
+1.22%
+$8,672.91 
VRSN Verisign Inc.
+1.2%
+$35,813.83 
WFC Wells Fargo & Company
+1.19%
+$24,014.88 
CVLT Commvault Systems Inc.
+1.19%
+$9,412.98 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,819.3 
AMAT Applied Materials, Inc.
+1.18%
+$8,094.83 
MT ArcelorMittal S.A.
+1.15%
+$12,039.2 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$6,060 
THG Hanover Insurance Group, Inc.
+1.1%
+$6,197.61 
VEEV Veeva Systems Inc.
+1.1%
+$26,544.54 
RBRK Rubrik, Inc.
+1.09%
+$16,372.98 
OKTA Okta Inc.
+1.07%
+$9,087.12 
TS Tenaris S.A.
+1.06%
+$4,715.4 
NBIS Nebius Group N.V.
+1.05%
+$2,255.23 
MAN ManpowerGroup Inc.
+1.04%
+$3,888 
CW Curtiss-Wright Corporation
+1.02%
+$3,347.05 
ADBE Adobe Inc.
+1.01%
+$18,302.99 
ADP Automatic Data Processing Inc.
+0.98%
+$7,940.91 
XMTR Xometry Inc.
+0.95%
+$38,116.98 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$26,598.98 
DRS Leonardo DRS, Inc.
+0.94%
+$5,848.42 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$10,894.59 
LOGI Logitech International S.A.
+0.9%
+$3,833.83 
FLS Flowserve Corporation
+0.89%
+$1,875.33 
SCHW Charles Schwab Corporation
+0.87%
+$5,129.67 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$16,938.54 
PCTY Paylocity Holding Corporation
+0.87%
+$10,205.13 
NDSN Nordson Corporation
+0.86%
+$2,282.24 
IBM International Business Machines Corporation
+0.86%
+$16,691.32 
HAE Haemonetics Corporation
+0.85%
+$5,331.6 
CNQ Canadian Natural Resources Limited
+0.85%
+$5,679.2 
GEV GE Vernova Inc.
+0.85%
+$28,519.92 
SU Suncor Energy Inc.
+0.82%
+$9,776.25 
MCD McDonald's Corporation
+0.82%
+$2,008.61 
THC Tenet Healthcare Corporation
+0.81%
+$2,238.6 
ESS Essex Property Trust, Inc.
+0.81%
+$8,540.95 
AEE Ameren Corporation
+0.79%
+$1,731.18 
TSLA Tesla, Inc.
+0.76%
+$39,029.35 
FHN First Horizon Corporation
+0.75%
+$7,655.86 
STT State Street Corp
+0.73%
+$3,489.33 
LPX Louisiana-Pacific Corporation
+0.72%
+$4,264 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$28,724.02 
VOO Vanguard S&P 500 ETF
+0.71%
+$101,720.64 
AME Ametek Inc.
+0.71%
+$5,234.35 
ENS EnerSys
+0.7%
+$5,137.61 
CAT Caterpillar Inc.
+0.7%
+$7,535.42 
BMY Bristol-Myers Squibb Company
+0.69%
+$21,317.85 
CARR Carrier Global Corporation
+0.68%
+$5,988.78 
LPL Lg Display Co., Ltd. - ADR
+0.67%
+$1,295.68 
INFY Infosys Limited
+0.67%
+$2,019.6 
WCN Waste Connections Inc.
+0.67%
+$20,734.8 
DOW Dow Inc.
+0.67%
+$10,870.2 
PLTR Palantir Technologies Inc.
+0.65%
+$5,611.19 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,679.76 
AMH American Homes 4 Rent
+0.63%
+$1,258.11 
FFIN First Financial Bankshares Inc.
+0.63%
+$2,429.68 
SYY Sysco Corporation
+0.63%
+$9,118.65 
UGP Ultrapar Participacoes S.A. Sponsored ADR
+0.62%
+$658.96 
EXPE Expedia Group, Inc.
+0.62%
+$9,002.94 
OZK Bank OZK
+0.61%
+$6,687.01 
TER Teradyne, Inc.
+0.6%
+$10,137.65 
BBD Banco Bradesco S.A. ADR
+0.56%
+$364.76 
APH Amphenol Corporation
+0.55%
+$4,606.75 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$4,330.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,687.8 
EXC Exelon Corporation
+0.53%
+$1,784.64 
STX Seagate Technology Holdings plc
+0.52%
+$24,030.05 
GM General Motors Company
+0.52%
+$5,541.62 
PSX Phillips 66
+0.51%
+$13,855.06 
DT Dynatrace, Inc.
+0.5%
+$2,249.52 
CCC CCC Intelligent Solutions Holdings Inc.
+0.49%
+$972.96 
UMC United Microelectronics Corp. Sponsored ADR
+0.47%
+$1,662.77 
MOH Molina Healthcare Inc.
+0.47%
+$11,170.64 
SE Sea Ltd.
+0.47%
+$1,811 
VALE Vale S.A.
+0.47%
+$836.64 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$11,920.06 
BMO Bank of Montreal
+0.47%
+$3,877.76 
KKR KKR & Co. Inc.
+0.45%
+$12,656.7 
SNY Sanofi American Depositary Receipt
+0.44%
+$2,185.4 
HEI.A Heico Corporation
+0.44%
+$1,714.23 
PAYX Paychex Inc.
+0.44%
+$5,707.92 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+0.41%
+$1,403.68 
WST West Pharmaceutical Services, Inc.
+0.4%
+$1,378.21 
PFE Pfizer Inc.
+0.4%
+$8,265 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$2,280.04 
RTX RTX Corporation
+0.39%
+$1,381.8 
ASB Associated Banc-Corp
+0.39%
+$2,372.52 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$7,554.6 
VLO Valero Energy Corporation
+0.38%
+$1,980.16 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$3,542.76 
AVGO Broadcom Inc.
+0.37%
+$38,350.08 
PG Procter & Gamble Co
+0.37%
+$11,697.63 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$28,171.56 
OTIS Otis Worldwide Corporation
+0.36%
+$7,533.76 
BAC Bank of America Corporation
+0.36%
+$8,102.82 
SF Stifel Financial Corp.
+0.34%
+$3,850.56 
RF Regions Financial Corporation
+0.32%
+$1,615 
GD General Dynamics Corporation
+0.32%
+$3,336.7 
TTC The Toro Company
+0.32%
+$1,583.98 
MRK Merck & Co., Inc.
+0.32%
+$6,740.56 
DOV Dover Corporation
+0.27%
+$1,627.93 
JPM JPMorgan Chase & Co.
+0.27%
+$13,063.18 
VT Vanguard Total World Stock ETF
+0.26%
+$85,986.02 
AXS AXIS Capital Holdings Limited
+0.26%
+$1,541.68 
MTCH Match Group, Inc.
+0.25%
+$4,988.8 
AMP Ameriprise Financial, Inc.
+0.25%
+$2,731.04 
CM Canadian Imperial Bank of Commerce
+0.24%
+$504.56 
DFAW Dimensional World Equity ETF
+0.22%
+$61,488 
JNJ Johnson & Johnson
+0.21%
+$1,833.27 
MANH Manhattan Associates Inc.
+0.2%
+$1,070.16 
ADI Analog Devices, Inc.
+0.2%
+$606.79 
MIDD The Middleby Corporation
+0.2%
+$356.71 
CMI Cummins Inc.
+0.19%
+$1,732.44 
UBSI United Bankshares, Inc.
+0.19%
+$451.53 
INTU Intuit Inc.
+0.18%
+$3,430.3 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$517.68 
USB U.S. Bancorp
+0.17%
+$1,770.75 
T AT&T Inc.
+0.17%
+$917.92 
MS Morgan Stanley
+0.17%
+$1,208.89 
INVH Invitation Homes Inc.
+0.17%
+$1,040.5 
RDY Dr. Reddy's Laboratories Ltd.
+0.17%
+$476.04 
HST Host Hotels & Resorts Inc.
+0.16%
+$2,719.6 
VICI Vici Properties Inc.
+0.15%
+$1,973.72 
CB Chubb Limited
+0.15%
+$4,935.36 
DELL Dell Technologies Inc.
+0.14%
+$1,986.32 
SIGI Selective Insurance Group Inc.
+0.14%
+$339.43 
TD The Toronto-Dominion Bank
+0.13%
+$1,211.84 
MMM 3M Company
+0.12%
+$618.43 
TCBI Texas Capital Bancshares Inc.
+0.11%
+$336.93 
C Citigroup Inc.
+0.1%
+$1,744.99 
NUE Nucor Corporation
+0.1%
+$803 
WMT Walmart Inc.
+0.09%
+$1,891.84 
ABT Abbott Laboratories
+0.09%
+$980.46 
EWBC East West Bancorp Inc.
+0.07%
+$168.3 
PB Prosperity Bancshares Inc.
+0.07%
+$1,454.75 
FDS FactSet Research Systems Inc.
+0.07%
+$1,727.99 
OC Owens Corning
+0.06%
+$680.55 
SHC Sotera Health Company
+0.06%
+$410.07 
AEP American Electric Power Company, Inc.
+0.06%
+$114.87 
BPOP Popular Inc.
+0.05%
+$98.09 
USFD US Foods Holding Corp
+0.04%
+$122.76 
LFUS Littelfuse Inc.
+0.03%
+$96.2 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$52.2 
ILMN Illumina, Inc.
+0.01%
+$25.52 
AEG Aegon N.V.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
GGB Gerdau S.A.
0%
$0 
PK Park Hotels & Resorts Inc.
0%
$0 
SNAP Snap Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
RBLX Roblox Corporation
-26.85%
-$214,256.51 
RDDT Reddit Inc Class A
-20.99%
-$674,416.26 
MTZ MasTec, Inc. Common Stock
-18.91%
-$95,445.02 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$179,407.8 
FMC FMC Corporation
-9.47%
-$41,846.56 
LCID Lucid Group, Inc.
-9.11%
-$10,101.74 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$26,772.29 
AAPL Apple Inc.
-7.35%
-$1.64M 
EIX Edison International
-6.81%
-$264,285.52 
NXPI NXP Semiconductors N.V.
-6.53%
-$30,272 
LIN Linde plc
-5.95%
-$176,385.6 
MU Micron Technology, Inc.
-5.9%
-$766,446.47 
EXEL Exelixis Inc.
-5.25%
-$70,512.98 
SNDK SanDisk Corporation
-5.09%
-$97,434.48 
U Unity Software Inc.
-4.89%
-$19,511.1 
GOSS Gossamer Bio Inc.
-4.49%
-$1,218.38 
TSN Tyson Foods Inc.
-4.43%
-$75,936.01 
BFAM Bright Horizons Family Solutions Inc.
-4.37%
-$36,725.7 
RARE Ultragenyx Pharmaceutical Inc.
-4.34%
-$14,634.64 
SHOP Shopify Inc.
-4.29%
-$18,044.25 
VFC V.F. Corporation
-4.28%
-$32,415.36 
ZNTL Zentalis Pharmaceuticals, Inc.
-3.66%
-$3,600 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$45,139.9 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-3.35%
-$21,586.4 
CORT Corcept Therapeutics Incorporated
-3.24%
-$10,348.66 
ES Eversource Energy
-3.05%
-$38,407.5 
CI The Cigna Group
-2.99%
-$32,029.24 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$58,990.8 
AVY Avery Dennison Corporation
-2.91%
-$14,165.5 
CRWV CoreWeave, Inc.
-2.88%
-$1.36M 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$14,671.68 
INCY Incyte Corporation
-2.82%
-$19,633.26 
AYI Acuity Brands Inc.
-2.8%
-$42,853.8 
TOL Toll Brothers Inc
-2.76%
-$37,226.87 
AJG Arthur J. Gallagher & Co.
-2.75%
-$17,184.62 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$15,611.54 
VRSK Verisk Analytics Inc.
-2.75%
-$17,341.5 
RKT Rocket Companies, Inc. Class A
-2.71%
-$13,198.68 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-2.7%
-$14,855.59 
EQIX Equinix, Inc.
-2.7%
-$15,198.5 
XRAY Dentsply Sirona Inc.
-2.69%
-$7,774.07 
FIS Fidelity National Information Services, Inc.
-2.67%
-$71,202.24 
QCOM QUALCOMM Incorporated
-2.63%
-$42,665.18 
POOL Pool Corporation
-2.61%
-$10,148.7 
ABBV AbbVie Inc.
-2.51%
-$10,882.54 
KMX CarMax Inc.
-2.45%
-$15,592.32 
ICE Intercontinental Exchange, Inc.
-2.42%
-$20,428.1 
NFE New Fortress Energy Inc.
-2.42%
-$208.6 
SJM The J.M. Smucker Company
-2.41%
-$47,205.9 
BIIB Biogen Inc.
-2.4%
-$19,317.38 
BRKR Bruker Corporation
-2.33%
-$10,369.5 
PUK Prudential plc ADR
-2.32%
-$12,627.36 
NVR NVR, Inc.
-2.25%
-$51,128.57 
PCG PG&E Corporation
-2.25%
-$80,392.8 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$7,396.2 
KGC Kinross Gold Corporation
-2.2%
-$5,398.12 
CPT Camden Property Trust
-2.19%
-$6,207.44 
BXP Boston Properties, Inc.
-2.16%
-$24,011.05 
BA Boeing Company
-2.15%
-$59,975.87 
NEM Newmont Corporation
-2.14%
-$6,527.2 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$31,138.32 
TXT Textron Inc.
-2.1%
-$8,363.08 
CPAY Corpay, Inc.
-2.05%
-$22,315.89 
TRU TransUnion
-2.04%
-$10,705.92 
NFLX Netflix, Inc.
-2%
-$18,247.08 
HMC Honda Motor Co., Ltd.
-1.99%
-$16,790.86 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$10,467.6 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$17,733.27 
WF Woori Financial Group Inc. Sponsored ADR
-1.95%
-$8,244.66 
AWK American Water Works Company, Inc.
-1.93%
-$16,645.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$44,398.3 
NWSA News Corporation
-1.89%
-$12,781.48 
RBC RBC Bearings Incorporated
-1.89%
-$6,311.65 
LW Lamb Weston Holdings, Inc.
-1.87%
-$10,119 
IRM Iron Mountain Inc.
-1.86%
-$13,340 
GIS General Mills, Inc.
-1.84%
-$6,907.03 
GT The Goodyear Tire & Rubber Company
-1.84%
-$12,946.57 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$30,600.28 
UAL United Airlines Holdings, Inc.
-1.8%
-$20,507.08 
SYF Synchrony Financial
-1.79%
-$15,911.4 
CBRE CBRE Group Inc.
-1.77%
-$4,285.07 
ROIV Roivant Sciences Ltd
-1.77%
-$7,576.2 
PINS Pinterest, Inc. Class A
-1.72%
-$9,447.48 
DHI D.R. Horton, Inc.
-1.7%
-$9,321.79 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$4,474.08 
UNH UnitedHealth Group Incorporated
-1.68%
-$29,736.46 
LEN Lennar Corporation
-1.67%
-$8,468.6 
AON Aon plc
-1.64%
-$55,901.91 
BHP BHP Group Ltd.
-1.64%
-$18,121.32 
SNOW Snowflake Inc.
-1.62%
-$68,130.84 
REXR Rexford Industrial Realty, Inc.
-1.59%
-$5,491.22 
LRCX Lam Research Corporation
-1.58%
-$13,930.83 
NET Cloudflare Inc.
-1.56%
-$11,677.68 
UTHR United Therapeutics Corporation
-1.54%
-$14,419.56 
CPRT Copart Inc.
-1.52%
-$33,306.75 
POR Portland General Electric Company
-1.52%
-$13,502.92 
CNA CNA Financial Corporation
-1.48%
-$3,637.16 
IAUM iShares Gold Trust Micro
-1.46%
-$10,980.6 
NVS Novartis AG Sponsored ADR
-1.45%
-$14,085.85 
SVRA Savara Inc.
-1.44%
-$3,880 
RL Ralph Lauren Corporation
-1.44%
-$17,645.76 
GPS Gap Inc-The
-1.42%
-$14,310.05 
HRL Hormel Foods Corporation
-1.42%
-$10,545.84 
BKH Black Hills Corporation
-1.41%
-$7,902.96 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$44,610.6 
PPG PPG Industries Inc.
-1.35%
-$7,465.44 
CLH Clean Harbors Inc.
-1.35%
-$3,275.08 
MTG MGIC Investment Corporation
-1.35%
-$13,866.58 
TXRH Texas Roadhouse Inc.
-1.33%
-$6,371.76 
KEP Korea Electric Power Corporation Sponsored ADR
-1.32%
-$3,553.76 
MNST Monster Beverage Corporation
-1.3%
-$5,013.96 
DAL Delta Air Lines, Inc.
-1.3%
-$28,221 
TREX Trex Company, Inc.
-1.3%
-$16,435.95 
OMF OneMain Holdings Inc.
-1.29%
-$20,197.42 
NNN NNN REIT, Inc.
-1.29%
-$9,205.76 
TM Toyota Motor Corporation
-1.28%
-$4,934.74 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$10,835.6 
MPT Medical Properties Trust, Inc.
-1.28%
-$5,581.14 
FCX Freeport-McMoRan Inc.
-1.28%
-$31,799.79 
GRMN Garmin Ltd.
-1.27%
-$17,481.44 
STM STMicroelectronics N.V.
-1.26%
-$5,215.96 
IT Gartner Inc.
-1.24%
-$19,847.36 
CLX The Clorox Company
-1.24%
-$12,794.4 
NYT New York Times Co.
-1.24%
-$9,370.86 
WTRG Essential Utilities Inc.
-1.24%
-$6,730.5 
UBS UBS Group AG
-1.22%
-$7,681.05 
STE STERIS plc
-1.22%
-$5,145.15 
F Ford Motor Company
-1.21%
-$2,005.56 
TJX The TJX Companies, Inc.
-1.21%
-$28,707.69 
GNTX Gentex Corporation
-1.18%
-$3,923.36 
NJR New Jersey Resources Corporation
-1.18%
-$2,940.78 
IQV IQVIA Holdings Inc.
-1.17%
-$16,921.84 
SHW The Sherwin-Williams Company
-1.16%
-$3,515.18 
AVB AvalonBay Communities, Inc.
-1.16%
-$12,017.46 
NEE NextEra Energy, Inc.
-1.15%
-$2,457.33 
WRB W.R. Berkley Corporation
-1.15%
-$3,386.04 
OMC Omnicom Group Inc.
-1.14%
-$16,392.74 
LIVN LivaNova PLC
-1.12%
-$4,980.45 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$23,714.46 
PKG Packaging Corporation of America
-1.12%
-$2,728.62 
LINE Lineage, Inc.
-1.12%
-$4,590.24 
PNR Pentair plc
-1.1%
-$11,031.03 
AN AutoNation Inc.
-1.05%
-$9,049.5 
DOC Healthpeak Properties, Inc.
-1.04%
-$4,990.06 
BWA BorgWarner Inc.
-1.04%
-$8,832.61 
CRH CRH plc
-1.03%
-$9,010.96 
INTC Intel Corporation
-1.02%
-$24,186.51 
NDAQ Nasdaq, Inc.
-1.02%
-$13,484.94 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$5,027.68 
KO The Coca-Cola Company
-1.02%
-$25,125.3 
SWK Stanley Black & Decker Inc.
-1.01%
-$13,164.84 
DKNG DraftKings Inc.
-1.01%
-$23,730.72 
RPRX Royalty Pharma plc
-1%
-$8,000.99 
BURL Burlington Stores Inc.
-1%
-$14,628.49 
SWX Southwest Gas Holdings Inc.
-1%
-$9,603.9 
UPS United Parcel Service, Inc.
-1%
-$12,343.8 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$2,798.2 
PPL PPL Corporation
-0.98%
-$8,450.4 
RACE Ferrari N.V.
-0.97%
-$9,225.42 
MET MetLife Inc.
-0.97%
-$26,205.32 
CHWY Chewy Inc.
-0.96%
-$7,632.9 
ALC Alcon Inc.
-0.96%
-$8,308.67 
BC Brunswick Corporation
-0.94%
-$2,359.5 
WAL Western Alliance Bancorporation
-0.94%
-$9,525.84 
FIVE Five Below, Inc.
-0.93%
-$8,121.24 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.93%
-$10,313.44 
BMRN Biomarin Pharmaceutical Inc.
-0.92%
-$3,320.24 
KEX Kirby Corporation
-0.91%
-$3,502.8 
FNF Fidelity National Financial, Inc.
-0.9%
-$4,601.31 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$2,843.91 
DB Deutsche Bank AG
-0.89%
-$3,812.48 
JEF Jefferies Financial Group Inc.
-0.89%
-$3,247.72 
MRP Millrose Properties Inc.
-0.85%
-$1,627.2 
ATO Atmos Energy Corporation
-0.85%
-$9,399.42 
GILD Gilead Sciences Inc.
-0.81%
-$1,768.69 
SON Sonoco Products Co.
-0.81%
-$2,009.28 
MCO Moody's Corporation
-0.81%
-$7,251.74 
PYPL PayPal Holdings Inc
-0.76%
-$4,121.04 
SPGI S&P Global Inc.
-0.74%
-$24,535.52 
ED Consolidated Edison, Inc.
-0.74%
-$18,148.86 
MA Mastercard Incorporated
-0.74%
-$6,494.01 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$4,859.87 
GSK GSK plc Sponsored ADR
-0.73%
-$3,929.2 
BLK BlackRock, Inc.
-0.73%
-$17,795.38 
VIRT Virtu Financial, Inc.
-0.73%
-$1,750.96 
BCS Barclays PLC Sponsored ADR
-0.72%
-$2,694.8 
ANF Abercrombie & Fitch Co.
-0.72%
-$9,841.68 
TRI Thomson Reuters Corp.
-0.71%
-$2,471 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$1,956.99 
RPM RPM International Inc.
-0.7%
-$2,533.84 
ELS Equity Lifestyle Properties Inc.
-0.7%
-$3,711.28 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$7,006.19 
MLI Mueller Industries Inc.
-0.67%
-$12,008.7 
DUK Duke Energy Corporation
-0.67%
-$1,661.52 
BRO Brown & Brown Inc.
-0.66%
-$4,644.54 
AMGN Amgen Inc.
-0.64%
-$1,450.81 
GS The Goldman Sachs Group, Inc.
-0.63%
-$6,460.55 
BALL Ball Corp.
-0.63%
-$8,489.87 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$9,132.72 
HAS Hasbro Inc.
-0.62%
-$2,722.85 
EME EMCOR Group, Inc.
-0.62%
-$11,115.02 
PM Philip Morris International Inc.
-0.61%
-$9,011.58 
MSCI MSCI Inc.
-0.61%
-$9,534 
DHR Danaher Corporation
-0.61%
-$4,040.05 
GTM ZoomInfo Technologies Inc.
-0.6%
-$2,153.34 
ROST Ross Stores, Inc.
-0.59%
-$11,587.52 
DAR Darling Ingredients Inc.
-0.59%
-$9,098.64 
AVTR Avantor Inc.
-0.58%
-$3,948.16 
WEC WEC Energy Group Inc.
-0.57%
-$4,213.46 
PRU Prudential Financial, Inc.
-0.56%
-$2,526.08 
SITE SiteOne Landscape Supply Inc.
-0.55%
-$2,791.88 
WAB Wabtec Corporation
-0.55%
-$1,427.2 
COF Capital One Financial Corporation
-0.54%
-$11,831.16 
LLY Eli Lilly and Company
-0.53%
-$21,792.15 
RGA Reinsurance Group of America, Inc.
-0.51%
-$2,637.77 
WELL Welltower Inc.
-0.51%
-$1,307.81 
SKM SK Telecom Co., Ltd.
-0.5%
-$2,328 
CHE Chemed Corporation
-0.47%
-$7,238.94 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,884.96 
SPG Simon Property Group, Inc.
-0.46%
-$1,102.1 
PEP PepsiCo, Inc.
-0.46%
-$6,227.84 
COO The Cooper Companies, Inc.
-0.45%
-$3,739.56 
CCK Crown Holdings Inc.
-0.44%
-$1,985.36 
TRV The Travelers Companies, Inc.
-0.43%
-$9,225.8 
TEL TE Connectivity plc
-0.43%
-$5,788.56 
CVE Cenovus Energy Inc.
-0.43%
-$1,611.09 
LAMR Lamar Advertising Company
-0.43%
-$1,967.82 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$5,384.67 
NTNX Nutanix, Inc.
-0.42%
-$9,160.06 
HD The Home Depot, Inc.
-0.42%
-$5,265.4 
MELI MercadoLibre, Inc.
-0.41%
-$1,291.48 
AIG American International Group Inc.
-0.39%
-$3,281.66 
KNX Knight-Swift Transportation Holdings Inc.
-0.39%
-$2,036.34 
VGT Vanguard Information Technology ETF
-0.38%
-$804.96 
AXP American Express Company
-0.38%
-$1,021.07 
HQY HealthEquity Inc.
-0.38%
-$2,266.32 
CMS CMS Energy Corporation
-0.37%
-$8,949.96 
FDX FedEx Corporation
-0.37%
-$6,419.3 
MDT Medtronic plc
-0.37%
-$10,838.72 
GPC Genuine Parts Company
-0.37%
-$6,494.74 
ABNB Airbnb, Inc.
-0.37%
-$18,087.5 
UDR UDR Inc.
-0.37%
-$3,842.16 
TMUS T-Mobile US, Inc.
-0.36%
-$5,163.4 
OSK Oshkosh Corporation
-0.36%
-$697.68 
DG Dollar General Corporation
-0.35%
-$4,247.52 
ALLY Ally Financial Inc.
-0.34%
-$1,845.45 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$1,369.5 
CR Crane NXT Co.
-0.34%
-$1,512.68 
CART Maplebear Inc.
-0.34%
-$758.4 
CL Colgate-Palmolive Company
-0.33%
-$1,680.9 
TFC Truist Financial Corporation
-0.33%
-$1,367.47 
PNW Pinnacle West Capital Corporation
-0.33%
-$1,465.86 
EG Everest Group, Ltd.
-0.32%
-$1,851.3 
SWKS Skyworks Solutions Inc.
-0.32%
-$2,457.8 
RY Royal Bank of Canada
-0.29%
-$3,379.46 
MORN Morningstar, Inc.
-0.28%
-$1,836.42 
MKTX MarketAxess Holdings Inc.
-0.28%
-$1,634.8 
BX Blackstone Inc.
-0.25%
-$2,077.81 
MFC Manulife Financial Corporation
-0.25%
-$1,552.21 
A Agilent Technologies Inc.
-0.24%
-$4,654.4 
COST Costco Wholesale Corporation
-0.24%
-$9,993.11 
IX Orix Corporation Sponsored ADR
-0.22%
-$677.61 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$5,600.95 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,696.25 
PFG Principal Financial Group, Inc.
-0.22%
-$790.5 
FLG Flagstar Bank, National Association
-0.21%
-$322.26 
VLY Valley National Bancorp
-0.21%
-$915.33 
MEDP Medpace Holdings Inc.
-0.21%
-$1,105.51 
MKL Markel Group Inc.
-0.2%
-$2,418.1 
PODD Insulet Corporation
-0.2%
-$3,404.73 
NFG National Fuel Gas Company
-0.19%
-$1,123.2 
BKNG Booking Holdings Inc.
-0.18%
-$2,584.15 
NTRS Northern Trust Corporation
-0.17%
-$915.49 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
-0.16%
-$357.21 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.16%
-$818.06 
ELV Elevance Health, Inc.
-0.15%
-$651.27 
TPR Tapestry Inc.
-0.14%
-$799.26 
ASH Ashland Inc.
-0.12%
-$471.24 
KIM Kimco Realty Corporation
-0.12%
-$343.74 
EXR Extra Space Storage Inc.
-0.12%
-$1,412.67 
CFG Citizens Financial Group, Inc.
-0.11%
-$995.84 
VIK Viking Holdings Ltd
-0.1%
-$2,367.1 
KEY KeyCorp
-0.09%
-$1,250.66 
SSL Sasol Ltd Sponsored ADR
-0.09%
-$113.9 
BNS Bank of Nova Scotia
-0.08%
-$181.09 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$1,502.38 
V Visa Inc. Class A
-0.04%
-$948.43 
XEL Xcel Energy Inc.
-0.04%
-$103.98 
FER Ferrovial SE
-0.03%
-$180.08 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$174.77 
TGT Target Corporation
-0.01%
-$78.72 
UBER Uber Technologies, Inc.
-0.01%
-$54.76 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3570 | Longs Won 2243/3570 62% | Profit Factor 3.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $364,585.55 |
| Average Win $93,324.05 | Best Trade (Aug 28) $10.61M | Sharpe Ratio -12.06 |
| Average Loss -$47,597.22 | Worst Trade (Aug 02) -$17.77M | Z-Score 9.75 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $40,942.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 13,689 | $1.82M | $1.89M | - | $75,836.93 | 4.17% | -0.245% |
| AAPL Apple Inc. | 67,023 | $14.84M | $20.7M | - | $5.87M | 39.53% | -7.354% |
| ABBV AbbVie Inc. | 1,682 | $333,660.44 | $422,081.08 | - | $88,420.64 | 26.5% | -2.513% |
| ABNB Airbnb, Inc. | 32,299 | $4.3M | $4.89M | - | $593,452.61 | 13.8% | -0.368% |
| ABT Abbott Laboratories | 10,894 | $1.09M | $1.15M | - | $62,699.22 | 5.76% | +0.085% |
| ACN Accenture plc Class A | 8,807 | $1.1M | $1.46M | - | $365,314.44 | 33.33% | +1.611% |
| ADBE Adobe Inc. | 7,292 | $2.4M | $1.83M | - | -$571,451.25 | -23.84% | +1.013% |
| ADI Analog Devices, Inc. | 820 | $187,480.45 | $301,276.2 | - | $113,795.75 | 60.7% | +0.202% |
| ADP Automatic Data Processing Inc. | 3,066 | $686,631 | $816,966.33 | - | $130,335.33 | 18.98% | +0.982% |
| ADT ADT Inc. | 46,259 | $300,684 | $353,418.76 | - | $52,734.76 | 17.54% | +1.731% |
| AEE Ameren Corporation | 2,013 | $221,269.2 | $220,644.93 | - | -$624.27 | -0.28% | +0.791% |
| AEG Aegon N.V. | 58,572 | $436,676.89 | $552,919.68 | - | $116,242.79 | 26.62% | 0.0 |
| AEP American Electric Power Company, Inc. | 1,641 | $185,645.42 | $209,801.85 | - | $24,156.43 | 13.01% | +0.055% |
| AIG American International Group Inc. | 10,586 | $788,975 | $831,847.88 | - | $42,872.88 | 5.43% | -0.393% |
| AIT Applied Industrial Technologies Inc. | 3,755 | $1.06M | $1.3M | - | $239,538.07 | 22.67% | +1.577% |
| AJG Arthur J. Gallagher & Co. | 2,441 | $560,380 | $608,834.22 | - | $48,454.22 | 8.65% | -2.745% |
| ALC Alcon Inc. | 12,401 | $832,107 | $854,924.94 | - | $22,817.94 | 2.74% | -0.963% |
| ALLY Ally Financial Inc. | 12,303 | $565,323 | $533,088.99 | - | -$32,234.01 | -5.7% | -0.345% |
| ALNY Alnylam Pharmaceuticals Inc | 1,305 | $392,844 | $268,203.6 | - | -$124,640.4 | -31.73% | +0.019% |
| AMAT Applied Materials, Inc. | 1,372 | $239,440.78 | $696,523.25 | - | $457,082.47 | 190.9% | +1.176% |
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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 Corey Saft?
The largest contributions to the portfolio's profits come from the following stocks: Reddit Inc Class A - $2.95M, Palantir Technologies Inc - $2.85M, Box Inc - $2.07M, Exxon Mobil Corporation - $991,299.72, and Dimensional World Equity ETF - $988,025.03. 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: CoreWeave, Inc - $6.4M, Trupanion Inc - $2.98M, Snowflake Inc - $2.07M, iShares Bitcoin Trust - $1.03M, and UnitedHealth Group Incorporated - $730,082.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Corey Saft's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.34M earned over time. The largest contributors to dividend income include Vanguard Total World Stock ETF - $415,683.92, Vanguard S&P 500 ETF - $363,393.99, Dimensional World Equity ETF - $293,055.32, Microsoft Corp - $199,070.26, and Bristol-Myers Squibb Company - $133,195.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Corey Saft's monthly returns?
Corey Saft'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 Corey Saft's strategy be considered aggressive or moderate?
Corey Saft'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 Corey Saft's strategy?
Corey Saft'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.
