Accordant Advisory Group Inc. Portfolio
Invests via Accordant Advisory Group Inc | Managed by Timothy Monaco
Invests via Accordant Advisory Group Inc
Managed by Timothy Monaco
Automatically Tracked
Company Profile
Specialty advisory firm Accordant Advisory Group Inc provides strategic consulting and transaction advisory to healthcare and life sciences clients, focusing on M&A, corporate finance, and commercial strategy. The firm positions itself as a boutique advisor serving private equity sponsors, corporate acquirers and growth-stage companies with due diligence, valuation and integration planning. Fee-for-service and success-based engagements support mid-market deals and cross-border transactions, leveraging senior industry operators to bridge clinical, regulatory and commercial value creation.
Specialty advisory firm Accordant Advisory Group Inc provides strategic consulting and transaction advisory to healthcare and life sciences clients, focusing on M&A, corporate finance, and commercial strategy. The firm positions itself as a boutique advisor serving private equity sponsors, corporate acquirers and growth-stage companies with due diligence, valuation and integration planning. Fee-for-service and success-based engagements support mid-market deals and cross-border transactions, leveraging senior industry operators to bridge clinical, regulatory and commercial value creation.
Investment Philosophy & Strategy
Operates as a sector-focused strategic investor/advisor that prioritizes healthcare and life-sciences opportunities where clinical, regulatory and commercial gaps create mispriced risk. Emphasizes transaction-led value creation: rigorous operational and regulatory due diligence, conservative underwriting, and integration-oriented capital allocation to de-risk mid-market M&A. Targets sponsor-backed and growth-stage assets with three-to-seven year horizons, favoring scalable commercial models and differentiated clinical assets. Risk discipline centers on regulatory pathway clarity, measurable commercial milestones and staged, fee- and success-linked deployment to align incentives and preserve downside.
Operates as a sector-focused strategic investor/advisor that prioritizes healthcare and life-sciences opportunities where clinical, regulatory and commercial gaps create mispriced risk. Emphasizes transaction-led value creation: rigorous operational and regulatory due diligence, conservative underwriting, and integration-oriented capital allocation to de-risk mid-market M&A. Targets sponsor-backed and growth-stage assets with three-to-seven year horizons, favoring scalable commercial models and differentiated clinical assets. Risk discipline centers on regulatory pathway clarity, measurable commercial milestones and staged, fee- and success-linked deployment to align incentives and preserve downside.
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:
40.75%
Gain -0.45%
Monthly
1.13%
Yearly
14.37%
Drawdown
24.71%
$163.59M
Equity
Holdings
$163.59M
Investment
$127.11M
$45.09M
Profit -$542,996.47
Realized
$8.61M
Unrealized
$36.47M
Dividends
$6.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$542,996.47
Win %
71%
This Week
Compared To Last Week
Gain
-1.27%
Profit
-$2.11M
Win %
71%
This Month
Compared to last month
Gain
0.05%
Profit
$80,307.71
Win %
71%
This Year
Compared to last year
Gain
9.47%
Profit
$14.15M
Win %
71%
AA Alcoa Corporation
+6.33%
+$140.8 
UAMY United States Antimony Corporation
+5.22%
+$14.5 
CAVA Cava Group Inc.
+4.8%
+$29.26 
AR Antero Resources Corporation
+4.2%
+$50.49 
GMTL Guardian Metal Resources PLC
+3.85%
+$14.57 
HONA Honeywell Aerospace Inc.
+3.26%
+$1,272.6 
VSNT Versant Media Group, Inc.
+3.21%
+$16.03 
TNDM Tandem Diabetes Care Inc.
+3.15%
+$6.24 
PCT PureCycle Technologies, Inc.
+2.97%
+$3,234.09 
KMI Kinder Morgan, Inc.
+2.8%
+$2,005.6 
EXE Expand Energy Corporation
+2.79%
+$38.02 
NI NiSource Inc.
+2.78%
+$332.05 
RRC Range Resources Corporation
+2.66%
+$48,202 
PM Philip Morris International Inc.
+2.42%
+$2,415 
BP BP p.l.c. Sponsored ADR
+2.37%
+$805 
BKR Baker Hughes Company
+2.35%
+$24.32 
MSI Motorola Solutions, Inc.
+2.25%
+$1,752.75 
CMCSA Comcast Corp
+2.16%
+$211.5 
PEP PepsiCo, Inc.
+2.15%
+$1,493.16 
RTX RTX Corporation
+2.14%
+$1,645.94 
LNG Cheniere Energy Inc.
+2.07%
+$866.25 
SHEL Shell plc
+2.06%
+$628.35 
LMT Lockheed Martin Corporation
+2.02%
+$225.75 
SLB Schlumberger Limited
+1.97%
+$18,249.1 
C Citigroup Inc.
+1.86%
+$91.6 
JPM JPMorgan Chase & Co.
+1.82%
+$667.08 
KO The Coca-Cola Company
+1.74%
+$2,420.8 
MDLZ Mondelez International, Inc.
+1.73%
+$293.21 
SU Suncor Energy Inc.
+1.67%
+$69,748.56 
ALL Allstate Corporation
+1.6%
+$371.51 
ATO Atmos Energy Corporation
+1.56%
+$20.44 
WY Weyerhaeuser Company
+1.55%
+$261 
NEM Newmont Corporation
+1.48%
+$709.65 
EPD Enterprise Products Partners L.P.
+1.48%
+$522.9 
CVE Cenovus Energy Inc.
+1.47%
+$43,159.16 
JOE The St. Joe Company
+1.47%
+$100,172.62 
MO Altria Group, Inc.
+1.46%
+$540 
CVX Chevron Corporation
+1.43%
+$2,100.22 
D Dominion Energy, Inc.
+1.35%
+$60.35 
GM General Motors Company
+1.31%
+$110 
MAR Marriott International Inc. - Class A
+1.3%
+$1,911.4 
GE General Electric Company
+1.28%
+$100 
GD General Dynamics Corporation
+1.27%
+$3,205.72 
PBR Petrobras S.A. Sponsored ADR
+1.26%
+$45,702.08 
PG Procter & Gamble Co
+1.21%
+$497.2 
TFC Truist Financial Corporation
+1.21%
+$1,861.67 
HLN Haleon Plc - ADR
+1.21%
+$33.6 
JNJ Johnson & Johnson
+1.2%
+$6,153.93 
MRK Merck & Co., Inc.
+1.13%
+$923.32 
GSK GSK plc Sponsored ADR
+1.12%
+$147.95 
HD The Home Depot, Inc.
+1.11%
+$511.5 
VALE Vale S.A.
+1.07%
+$5.04 
VTRS Viatris Inc.
+1.04%
+$3.42 
CRUS Cirrus Logic, Inc.
+1.01%
+$73.7 
PSX Phillips 66
+0.99%
+$573 
KMB Kimberly-Clark Corporation
+0.95%
+$204.93 
RGA Reinsurance Group of America, Inc.
+0.94%
+$132.24 
WMB The Williams Companies, Inc.
+0.94%
+$524.55 
XOM Exxon Mobil Corporation
+0.93%
+$1,385.5 
AAPL Apple Inc.
+0.93%
+$7,038.96 
PJT PJT Partners Inc.
+0.89%
+$8.51 
MFC Manulife Financial Corporation
+0.85%
+$443.25 
ZTS Zoetis Inc.
+0.85%
+$12,296.51 
LNC Lincoln National Corporation
+0.85%
+$12.24 
HWM Howmet Aerospace Inc.
+0.84%
+$245.38 
BAC Bank of America Corporation
+0.83%
+$43 
FVD First Trust Value Line Dividend Index Fund
+0.81%
+$815.28 
RIO Rio Tinto Plc Sponsored ADR
+0.79%
+$1,323.44 
LLY Eli Lilly and Company
+0.79%
+$491 
CDE Coeur Mining, Inc.
+0.78%
+$5.88 
QUS SPDR MSCI USA StrategicFactors ETF
+0.78%
+$309.06 
VZ Verizon Communications Inc.
+0.78%
+$162.5 
TPL Texas Pacific Land Corporation
+0.78%
+$72.63 
SOLS Sollensys Corp
+0.77%
+$54.67 
RYN Rayonier Inc.
+0.76%
+$5.51 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$1,391.01 
DVY iShares Select Dividend ETF
+0.75%
+$750.11 
ZION Zions Bancorporation, National Association
+0.75%
+$127.37 
KRP Kimbell Royalty Partners, LP
+0.72%
+$76.7 
TRV The Travelers Companies, Inc.
+0.71%
+$131.52 
V Visa Inc. Class A
+0.7%
+$433.23 
PPTA Perpetua Resources Corp.
+0.68%
+$9,013 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$1,120 
T AT&T Inc.
+0.66%
+$126.64 
FTCS First Trust Capital Strength ETF
+0.64%
+$126 
WMT Walmart Inc.
+0.56%
+$198 
AIZ Assurant Inc.
+0.56%
+$87.92 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.54%
+$2.2 
PNFP Pinnacle Financial Partners Inc.
+0.51%
+$50.44 
UAA Under Armour Inc.
+0.51%
+$1 
AVDE Avantis International Equity ETF
+0.49%
+$17.6 
EPOL iShares MSCI Poland ETF
+0.48%
+$277.13 
PFE Pfizer Inc.
+0.48%
+$21 
BCIC BCP Investment Corporation
+0.45%
+$481.8 
ALCO Alico Inc.
+0.45%
+$17,223.89 
ADM Archer-Daniels-Midland Co
+0.43%
+$92.16 
JXN Jackson Financial Inc.
+0.42%
+$1.1 
WDIV SPDR S&P Global Dividend ETF
+0.41%
+$1,005.42 
HERO Global X Video Games & Esports ETF
+0.41%
+$0.23 
MS Morgan Stanley
+0.39%
+$333.7 
ICE Intercontinental Exchange, Inc.
+0.39%
+$61 
UBSI United Bankshares, Inc.
+0.36%
+$1,105 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.35%
+$16,242.59 
ZBH Zimmer Biomet Holdings, Inc.
+0.34%
+$12.8 
TPVG TriplePoint Venture Growth BDC Corp.
+0.33%
+$21 
UA Under Armour Inc.
+0.32%
+$0.6 
FLBR Franklin FTSE Brazil ETF
+0.29%
+$8,353.12 
CVS CVS Health Corporation
+0.26%
+$30 
SLVP iShares MSCI Global Silver and Metals Miners ETF
+0.24%
+$49.52 
VLO Valero Energy Corporation
+0.23%
+$219.42 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.23%
+$52.68 
GDX VanEck Gold Miners ETF
+0.22%
+$291.65 
SYLD Cambria Shareholder Yield ETF
+0.2%
+$170 
WM Waste Management, Inc.
+0.19%
+$15.48 
CTVA Corteva Inc.
+0.15%
+$0.08 
FLJP Franklin FTSE Japan ETF
+0.15%
+$3,657.66 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$25.72 
AEM Agnico Eagle Mines Limited
+0.13%
+$7,947.8 
NVDA NVIDIA Corporation
+0.12%
+$54 
BA Boeing Company
+0.12%
+$22 
VIG Vanguard Dividend Appreciation ETF
+0.12%
+$420.28 
BMY Bristol-Myers Squibb Company
+0.1%
+$58.8 
FYT First Trust Small Cap Value Fund
+0.09%
+$64.8 
CGAU Centerra Gold Inc.
+0.09%
+$3,986.34 
PYPL PayPal Holdings Inc
+0.05%
+$972.96 
SYY Sysco Corporation
+0.05%
+$14 
PAVE Global X U.S. Infrastructure Development ETF
+0.04%
+$3.98 
AUB Atlantic Union Bankshares Corporation
+0.03%
+$126.06 
GDXJ VanEck Junior Gold Miners ETF
+0.02%
+$14.58 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 ELE
ELE
0%
$0 OCAN
OCAND
0%
$0 
LUCD Lucid Diagnostics Inc.
-5.67%
-$421.85 
HPE Hewlett Packard Enterprise Company
-5.3%
-$4,661.89 
NOW ServiceNow, Inc.
-5.3%
-$132,226.57 
OKLO Oklo Inc.
-5.07%
-$3.04 
HACK Amplify Cybersecurity ETF
-5.04%
-$615.5 
SKYY First Trust Cloud Computing ETF
-4.95%
-$1,228.51 
ZM Zoom Video Communications, Inc.
-4.13%
-$565.73 
MU Micron Technology, Inc.
-3.91%
-$10,911 
UROY Uranium Royalty Corp.
-3.88%
-$387,428.54 
ORCL Oracle Corporation
-3.62%
-$487 
MKSI MKS Instruments Inc.
-3.53%
-$628.68 
ALMU Aeluma Inc.
-3.39%
-$120 
DELL Dell Technologies Inc.
-3.38%
-$160.2 
ANET Arista Networks, Inc.
-3.23%
-$1,509.48 
CRM Salesforce Inc
-3.17%
-$1,171.5 
LRCX Lam Research Corporation
-3.16%
-$18,534.58 
AMAT Applied Materials, Inc.
-3.07%
-$739.76 
KLAC KLA Corporation
-2.92%
-$1,170.7 
HPQ HP Inc.
-2.84%
-$1,380.75 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-2.58%
-$226.67 
APP AppLovin Corporation Class A Common Stock
-2.52%
-$1,071.6 
GEN Gen Digital Inc.
-2.52%
-$13.12 
META Meta Platforms Inc Class A
-2.3%
-$2,305.2 
SOLV Solventum Corporation
-2.29%
-$16.08 
TII Titan Mining Corporation
-2.22%
-$17.37 
THC Tenet Healthcare Corporation
-2.15%
-$456.61 
NXE NexGen Energy Ltd.
-2.1%
-$44,784.54 
KEYS Keysight Technologies, Inc.
-2.08%
-$1,301.13 
MSFT Microsoft Corp.
-2.04%
-$21,634.65 
INTU Intuit Inc.
-1.97%
-$35,031.21 
SCHW Charles Schwab Corporation
-1.91%
-$719.76 
DNN Denison Mines Corp.
-1.91%
-$24,036.62 
DXC Dxc Technology Co.
-1.89%
-$32.5 
CCJ Cameco Corporation
-1.79%
-$3,751.82 
EBAY eBay Inc.
-1.79%
-$440 
ROBO ROBO Global Robotics & Automation Index ETF
-1.67%
-$96.75 
CSCO Cisco Systems, Inc.
-1.66%
-$2,004.09 
LIT GLOBAL X LITHIUM & BATTERY T
-1.63%
-$14.98 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$317.8 
IBM International Business Machines Corporation
-1.43%
-$308.66 
DE Deere & Company
-1.42%
-$3,104.63 
GOOGL Alphabet Inc
-1.42%
-$5,829.2 
R Ryder System Inc.
-1.36%
-$255.06 
QCOM QUALCOMM Incorporated
-1.29%
-$487.41 
XT iShares Future Exponential Technologies ETF
-1.28%
-$103.79 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.25%
-$254.88 
FPI Farmland Partners Inc.
-1.19%
-$183,072 
HODL VanEck Bitcoin ETF
-1.16%
-$27 
LW Lamb Weston Holdings, Inc.
-1.14%
-$25.42 
A Agilent Technologies Inc.
-1.13%
-$728.34 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.08%
-$10.95 
STT State Street Corp
-1.07%
-$205.85 
UBER Uber Technologies, Inc.
-1.07%
-$15,038.12 
UPS United Parcel Service, Inc.
-1.05%
-$12.36 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.03%
-$547.37 
URNM Sprott Uranium Miners ETF
-1.02%
-$214.49 
IDRV iShares Self-Driving EV and Tech ETF
-1%
-$42.24 
CRNC Cerence Inc.
-0.98%
-$5.58 
TROW T. Rowe Price Group, Inc.
-0.98%
-$198 
UTHR United Therapeutics Corporation
-0.97%
-$200.26 
DEMZ Democratic Large Cap Core ETF
-0.89%
-$4,547.92 
GILD Gilead Sciences Inc.
-0.79%
-$1,085 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.73%
-$956.48 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.67%
-$9.2 
AMZN Amazon.com Inc
-0.66%
-$465.93 
OSK Oshkosh Corporation
-0.58%
-$56.25 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
-0.57%
-$195 
LULU lululemon athletica inc.
-0.56%
-$5,880.52 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$512.4 
VOO Vanguard S&P 500 ETF
-0.54%
-$1,540 
IVV iShares Core S&P 500 ETF
-0.49%
-$84.04 
EMR Emerson Electric Co.
-0.47%
-$197.12 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.47%
-$951.9 
ACWI iShares MSCI ACWI ETF
-0.44%
-$107.1 
MMM 3M Company
-0.43%
-$95.17 
VHT Vanguard Health Care ETF
-0.42%
-$34.5 
TRC Tejon Ranch Co.
-0.39%
-$2.92 
EU Encore Energy Corp
-0.39%
-$0.77 
UHS Universal Health Services, Inc.
-0.38%
-$47.52 
NSC Norfolk Southern Corporation
-0.38%
-$1,291.5 
PSLV Sprott Physical Silver Trust
-0.38%
-$32,293.66 
AGI Alamos Gold Inc.
-0.37%
-$13,523.52 
TECK Teck Resources Ltd.
-0.37%
-$8.82 
NUKZ Range Nuclear Renaissance ETF
-0.37%
-$92.67 
ABT Abbott Laboratories
-0.35%
-$42.55 
CEF Sprott Physical Gold and Silver Trust
-0.31%
-$2,583.12 
WSM Williams-Sonoma, Inc.
-0.31%
-$56.21 
FLIN Franklin FTSE India ETF
-0.29%
-$4.7 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
-0.27%
-$104 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.25%
-$17,793.88 
IYH iShares U.S. Healthcare ETF
-0.23%
-$329.8 
WAB Wabtec Corporation
-0.22%
-$0.64 
IAU iShares Gold Trust
-0.18%
-$156.16 
SGOL abrdn Physical Gold Shares ETF
-0.18%
-$7 
LAND Gladstone Land Corporation
-0.17%
-$3.4 
B BARRICK MINING CORP Common Stock (ABR0)
-0.16%
-$1.17 
MPC Marathon Petroleum Corporation
-0.15%
-$84 
MOO VanEck Agribusiness ETF
-0.14%
-$1.15 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.12%
-$60 
OUNZ VanEck Merk Gold Trust
-0.07%
-$8,183.51 
GEV GE Vernova Inc.
-0.07%
-$3.96 
GEHC GE HealthCare Technologies Inc.
-0.06%
-$0.36 
PHYS Sprott Physical Gold Trust
-0.05%
-$5,701.53 
PPLT abrdn Physical Platinum Shares ETF
-0.03%
-$2,159.78 
MANU Manchester United plc
-0.02%
-$0.06 
FCX Freeport-McMoRan Inc.
-0.01%
-$2 Events
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Dividends
Dividend Analysis
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| Trades 1018 | Longs Won 651/1018 63% | Profit Factor 3.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $304,032.92 |
| Average Win $94,969.51 | Best Trade (Oct 15) $4.06M | Sharpe Ratio -12.15 |
| Average Loss -$45,606.21 | Worst Trade (Sep 30) -$1.29M | Z-Score 7.76 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $44,290.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,584 | 3,226 | 2,867 | 2,509 | 2,151 | 1,792 | 1,434 | 1,075 | 717 | 358 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 366 | $41,717 | $63,522.96 | - | $21,805.96 | 52.27% | -1.134% |
| AA Alcoa Corporation | 55 | $3,649 | $2,363.9 | - | -$1,285.1 | -35.22% | +6.333% |
| AAPL Apple Inc. | 2,224 | $465,846.89 | $767,646.96 | - | $301,800.07 | 64.79% | +0.925% |
| ABT Abbott Laboratories | 115 | $13,071 | $11,995.65 | - | -$1,075.35 | -8.23% | -0.353% |
| ACWI iShares MSCI ACWI ETF | 153 | $21,171 | $24,255.09 | - | $3,084.09 | 14.57% | -0.44% |
| ADM Archer-Daniels-Midland Co | 256 | $14,717.49 | $21,322.24 | - | $6,604.75 | 44.88% | +0.434% |
| AEM Agnico Eagle Mines Limited | 32,440 | $3.49M | $6.09M | - | $2.6M | 74.57% | +0.131% |
| AGI Alamos Gold Inc. | 112,696 | $2.72M | $3.59M | - | $874,796.02 | 32.21% | -0.375% |
| AIZ Assurant Inc. | 56 | $12,198 | $15,872.64 | - | $3,674.64 | 30.12% | +0.557% |
| ALCO Alico Inc. | 101,317 | $3.34M | $3.87M | - | $521,634.35 | 15.6% | +0.448% |
| ALL Allstate Corporation | 97 | $16,781.98 | $23,612.71 | - | $6,830.73 | 40.7% | +1.598% |
| ALMU Aeluma Inc. | 400 | $6,548 | $3,420 | - | -$3,128 | -47.77% | -3.39% |
| AMAT Applied Materials, Inc. | 56 | $19,141 | $23,340.8 | - | $4,199.8 | 21.94% | -3.072% |
| AMZN Amazon.com Inc | 279 | $53,956.49 | $70,612.11 | - | $16,655.62 | 30.87% | -0.656% |
| ANET Arista Networks, Inc. | 252 | $30,941 | $45,256.68 | - | $14,315.68 | 46.27% | -3.228% |
| APP AppLovin Corporation Class A Common Stock | 152 | $60,496 | $41,380.48 | - | -$19,115.52 | -31.6% | -2.524% |
| AR Antero Resources Corporation | 33 | $1,137.18 | $1,253.01 | - | $115.83 | 10.19% | +4.199% |
| ATO Atmos Energy Corporation | 8 | $1,478 | $1,332.04 | - | -$145.96 | -9.88% | +1.558% |
| AUB Atlantic Union Bankshares Corporation | 12,606 | $395,775.44 | $482,935.86 | - | $87,160.42 | 22.02% | +0.026% |
| AVDE Avantis International Equity ETF | 40 | $2,960.4 | $3,613.2 | - | $652.8 | 22.05% | +0.489% |
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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 Accordant Advisory Group Inc.?
The largest contributions to the portfolio's profits come from the following stocks: AST SpaceMobile, Inc - $3.76M, Agnico Eagle Mines Limited - $1.77M, iShares Self-Driving EV and Tech ETF - $1.53M, Oklo Inc - $1.41M, and Sprott Physical Silver Trust - $1.32M. 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: Stellantis N.V - $1.16M, Weyerhaeuser Company - $1.06M, Marathon Petroleum Corporation - $978,788.1, Expand Energy Corporation - $747,585.91, and Valero Energy Corporation - $655,331.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Accordant Advisory Group Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.25M earned over time. The largest contributors to dividend income include Farmland Partners Inc - $798,855.72, Kimbell Royalty Partners, LP - $541,339.76, Pacer US Cash Cows 100 ETF - $409,563.83, SPDR Bloomberg 1-3 Month T-Bill ETF - $335,035.66, and Janus Henderson AAA CLO ETF - $259,516.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Accordant Advisory Group Inc.'s monthly returns?
Accordant Advisory Group Inc.'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 Accordant Advisory Group Inc.'s strategy be considered aggressive or moderate?
Accordant Advisory Group Inc.'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 Accordant Advisory Group Inc.'s strategy?
Accordant Advisory Group Inc.'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.
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