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:
46.63%
Gain -1.51%
Monthly
1.33%
Yearly
17.12%
Drawdown
23.68%
$168.7M
Equity
Holdings
$168.7M
Investment
$127.11M
$50.2M
Profit -$1.98M
Realized
$8.61M
Unrealized
$41.59M
Dividends
$5.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.51%
Profit
-$1.98M
Win %
78%
This Week
Compared To Last Week
Gain
1.51%
Profit
$2.51M
Win %
78%
This Month
Compared to last month
Gain
-1.16%
Profit
-$1.98M
Win %
78%
This Year
Compared to last year
Gain
12.89%
Profit
$19.26M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$10,066.32 
GOOGL Alphabet Inc
+6.73%
+$26,514.6 
WY Weyerhaeuser Company
+6.51%
+$1,331.1 
ALMU Aeluma Inc.
+5.67%
+$348 
ANET Arista Networks, Inc.
+5.46%
+$2,351.16 
SOLS Sollensys Corp
+4.84%
+$330.82 
ZM Zoom Video Communications, Inc.
+4.06%
+$521.25 
META Meta Platforms Inc Class A
+3.28%
+$2,404.48 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$16.6 
UHS Universal Health Services, Inc.
+3.15%
+$339.9 
MSFT Microsoft Corp.
+3.02%
+$26,763.28 
NVDA NVIDIA Corporation
+2.93%
+$1,142 
CRNC Cerence Inc.
+2.77%
+$14.26 
TNDM Tandem Diabetes Care Inc.
+2.58%
+$5.88 
AR Antero Resources Corporation
+2.38%
+$27.72 
CVX Chevron Corporation
+2.35%
+$3,032.92 
BP BP p.l.c. Sponsored ADR
+2.26%
+$700 
CSCO Cisco Systems, Inc.
+2.14%
+$2,673 
LNG Cheniere Energy Inc.
+2.13%
+$826.5 
SKYY First Trust Cloud Computing ETF
+2.12%
+$442.53 
TPL Texas Pacific Land Corporation
+2.11%
+$224.91 
KEYS Keysight Technologies, Inc.
+2.04%
+$1,169.37 
CRM Salesforce Inc
+1.83%
+$496.5 
RYN Rayonier Inc.
+1.82%
+$14.82 
ORCL Oracle Corporation
+1.81%
+$231 
HWM Howmet Aerospace Inc.
+1.8%
+$662.34 
EXE Expand Energy Corporation
+1.74%
+$24.15 
ZTS Zoetis Inc.
+1.66%
+$23,124.8 
KMI Kinder Morgan, Inc.
+1.64%
+$1,133.6 
SHEL Shell plc
+1.62%
+$433.65 
HPE Hewlett Packard Enterprise Company
+1.61%
+$1,139.24 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$21.68 
HPQ HP Inc.
+1.53%
+$646.98 
VZ Verizon Communications Inc.
+1.52%
+$329.7 
LMT Lockheed Martin Corporation
+1.5%
+$181.23 
RRC Range Resources Corporation
+1.49%
+$25,853.8 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$39,989.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$719.77 
KRP Kimbell Royalty Partners, LP
+1.42%
+$140.07 
GE General Electric Company
+1.42%
+$125.75 
MKSI MKS Instruments Inc.
+1.42%
+$323.7 
SLB Schlumberger Limited
+1.39%
+$12,994.12 
KLAC KLA Corporation
+1.38%
+$572.7 
CMCSA Comcast Corp
+1.23%
+$130.5 
HACK Amplify Cybersecurity ETF
+1.2%
+$127 
HONA Honeywell Aerospace Inc.
+1.18%
+$578.38 
AMAT Applied Materials, Inc.
+1.18%
+$330.4 
MSI Motorola Solutions, Inc.
+1.14%
+$843.03 
NOW ServiceNow, Inc.
+1.05%
+$19,464.8 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$203.04 
BKR Baker Hughes Company
+0.98%
+$11.21 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.96%
+$78.82 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$9.6 
WMB The Williams Companies, Inc.
+0.89%
+$508.41 
FLBR Franklin FTSE Brazil ETF
+0.88%
+$22,275 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$1,076.04 
SCHW Charles Schwab Corporation
+0.87%
+$364 
IBM International Business Machines Corporation
+0.86%
+$175.72 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$50.25 
GEV GE Vernova Inc.
+0.85%
+$49.86 
SU Suncor Energy Inc.
+0.82%
+$30,445.8 
THC Tenet Healthcare Corporation
+0.81%
+$157.85 
EMR Emerson Electric Co.
+0.79%
+$302.08 
MPC Marathon Petroleum Corporation
+0.76%
+$286.8 
STT State Street Corp
+0.73%
+$154.1 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$640.8 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,944.02 
BMY Bristol-Myers Squibb Company
+0.69%
+$441 
IVV iShares Core S&P 500 ETF
+0.69%
+$112.64 
XT iShares Future Exponential Technologies ETF
+0.67%
+$51.41 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$124.32 
AA Alcoa Corporation
+0.65%
+$15.95 
SYY Sysco Corporation
+0.63%
+$185.5 
GEN Gen Digital Inc.
+0.59%
+$3.36 
MO Altria Group, Inc.
+0.57%
+$195 
GM General Motors Company
+0.52%
+$46 
PSX Phillips 66
+0.51%
+$216 
ACWI iShares MSCI ACWI ETF
+0.49%
+$117.81 
VALE Vale S.A.
+0.47%
+$2.52 
NSC Norfolk Southern Corporation
+0.46%
+$1,627.52 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$51.74 
PJT PJT Partners Inc.
+0.45%
+$5.32 
EBAY eBay Inc.
+0.43%
+$98 
PFE Pfizer Inc.
+0.4%
+$15 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
+0.4%
+$156 
RTX RTX Corporation
+0.39%
+$346.08 
VLO Valero Energy Corporation
+0.38%
+$252.28 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$40.56 
PG Procter & Gamble Co
+0.37%
+$138.33 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$595.2 
BAC Bank of America Corporation
+0.36%
+$22 
AUB Atlantic Union Bankshares Corporation
+0.35%
+$1,890.9 
ZION Zions Bancorporation, National Association
+0.35%
+$65.04 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
+0.33%
+$108 
QUS SPDR MSCI USA StrategicFactors ETF
+0.33%
+$126.48 
DEMZ Democratic Large Cap Core ETF
+0.32%
+$1,570.4 
GD General Dynamics Corporation
+0.32%
+$913.78 
MRK Merck & Co., Inc.
+0.32%
+$230.84 
PCT PureCycle Technologies, Inc.
+0.32%
+$680.86 
JXN Jackson Financial Inc.
+0.31%
+$0.76 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.28%
+$11,244.99 
VSNT Versant Media Group, Inc.
+0.28%
+$1.6 
JPM JPMorgan Chase & Co.
+0.27%
+$102.46 
FLIN Franklin FTSE India ETF
+0.25%
+$4.23 
JNJ Johnson & Johnson
+0.21%
+$1,076.43 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$22,170.85 
UBSI United Bankshares, Inc.
+0.19%
+$585 
INTU Intuit Inc.
+0.18%
+$3,064.93 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$321 
T AT&T Inc.
+0.17%
+$32.68 
MS Morgan Stanley
+0.17%
+$169.2 
EPOL iShares MSCI Poland ETF
+0.16%
+$90.23 
DELL Dell Technologies Inc.
+0.14%
+$5.6 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$28.16 
MMM 3M Company
+0.12%
+$28.35 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$60 
C Citigroup Inc.
+0.1%
+$5.2 
WM Waste Management, Inc.
+0.1%
+$7.92 
WMT Walmart Inc.
+0.09%
+$30 
ABT Abbott Laboratories
+0.09%
+$10.35 
DXC Dxc Technology Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 ELE
ELE
0%
$0 OCAN
OCAND
0%
$0 
CTVA Corteva Inc.
-11.9%
-$42.52 
AAPL Apple Inc.
-7.35%
-$54,532.48 
TROW T. Rowe Price Group, Inc.
-6.31%
-$1,506 
CGAU Centerra Gold Inc.
-6.17%
-$225,228.21 
MU Micron Technology, Inc.
-5.9%
-$15,488.98 
OKLO Oklo Inc.
-5.5%
-$4.52 
GMTL Guardian Metal Resources PLC
-4.37%
-$26.66 
TII Titan Mining Corporation
-3.92%
-$30.88 
DNN Denison Mines Corp.
-3.77%
-$58,756.17 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$2,660.85 
AEM Agnico Eagle Mines Limited
-3.63%
-$177,771.2 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-3.63%
-$693.28 
TECK Teck Resources Ltd.
-3.6%
-$81 
EU Encore Energy Corp
-3.54%
-$9.68 
GDX VanEck Gold Miners ETF
-3.49%
-$4,113.8 
HERO Global X Video Games & Esports ETF
-3.45%
-$1.87 
LUCD Lucid Diagnostics Inc.
-3.22%
-$414.7 
CDE Coeur Mining, Inc.
-3.18%
-$24.01 
HODL VanEck Bitcoin ETF
-2.9%
-$53 
UAMY United States Antimony Corporation
-2.87%
-$15 
UA Under Armour Inc.
-2.84%
-$7.6 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$15.36 
PPTA Perpetua Resources Corp.
-2.64%
-$36,052 
UAA Under Armour Inc.
-2.63%
-$7.2 
QCOM QUALCOMM Incorporated
-2.63%
-$841.89 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$17.46 
ICE Intercontinental Exchange, Inc.
-2.42%
-$379 
HLN Haleon Plc - ADR
-2.37%
-$67.2 
BA Boeing Company
-2.15%
-$476 
MOO VanEck Agribusiness ETF
-2.15%
-$18 
NEM Newmont Corporation
-2.14%
-$850.75 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$17,771.94 
CCJ Cameco Corporation
-2.1%
-$4,658.3 
LAND Gladstone Land Corporation
-2.05%
-$35.87 
AGI Alamos Gold Inc.
-2.01%
-$64,236.72 
WSM Williams-Sonoma, Inc.
-2%
-$340.18 
PSLV Sprott Physical Silver Trust
-1.98%
-$175,308.44 
IDRV iShares Self-Driving EV and Tech ETF
-1.97%
-$95.04 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$1,211.44 
CRUS Cirrus Logic, Inc.
-1.9%
-$168.17 
LW Lamb Weston Holdings, Inc.
-1.87%
-$41 
NXE NexGen Energy Ltd.
-1.82%
-$42,296.51 
CAVA Cava Group Inc.
-1.82%
-$13.31 
URNM Sprott Uranium Miners ETF
-1.78%
-$424.16 
MANU Manchester United plc
-1.75%
-$4.92 
ADM Archer-Daniels-Midland Co
-1.66%
-$343.04 
PHYS Sprott Physical Gold Trust
-1.61%
-$190,051 
SOLV Solventum Corporation
-1.59%
-$11.04 
LRCX Lam Research Corporation
-1.58%
-$9,921.72 
UTHR United Therapeutics Corporation
-1.54%
-$308.18 
OUNZ VanEck Merk Gold Trust
-1.52%
-$163,681.2 
IAU iShares Gold Trust
-1.46%
-$1,217.01 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$57 
NI NiSource Inc.
-1.42%
-$185.6 
JOE The St. Joe Company
-1.32%
-$83,561.08 
FCX Freeport-McMoRan Inc.
-1.28%
-$162 
MDLZ Mondelez International, Inc.
-1.22%
-$207.13 
AIZ Assurant Inc.
-1.16%
-$183.12 
DE Deere & Company
-1.13%
-$2,284.8 
VTRS Viatris Inc.
-1.13%
-$3.6 
ALCO Alico Inc.
-1.1%
-$42,553.14 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$41.2 
KO The Coca-Cola Company
-1.02%
-$1,361.7 
UPS United Parcel Service, Inc.
-1%
-$12.6 
FLJP Franklin FTSE Japan ETF
-0.98%
-$23,774.79 
XOM Exxon Mobil Corporation
-0.97%
-$1,300.5 
WDIV SPDR S&P Global Dividend ETF
-0.95%
-$2,389.6 
LNC Lincoln National Corporation
-0.89%
-$14.76 
ATO Atmos Energy Corporation
-0.85%
-$11.84 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$8.26 
GILD Gilead Sciences Inc.
-0.81%
-$936.24 
D Dominion Energy, Inc.
-0.8%
-$39.76 
KMB Kimberly-Clark Corporation
-0.8%
-$182.16 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$180.87 
PYPL PayPal Holdings Inc
-0.76%
-$14,270.08 
VHT Vanguard Health Care ETF
-0.76%
-$58.5 
CVS CVS Health Corporation
-0.75%
-$98.75 
FPI Farmland Partners Inc.
-0.74%
-$102,520.32 
GSK GSK plc Sponsored ADR
-0.73%
-$102.22 
MAR Marriott International Inc. - Class A
-0.71%
-$1,007.01 
TRC Tejon Ranch Co.
-0.7%
-$5.4 
IYH iShares U.S. Healthcare ETF
-0.7%
-$931.2 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$1,452.9 
R Ryder System Inc.
-0.68%
-$136.5 
TPVG TriplePoint Venture Growth BDC Corp.
-0.66%
-$42 
SYLD Cambria Shareholder Yield ETF
-0.62%
-$520 
PM Philip Morris International Inc.
-0.61%
-$590 
UROY Uranium Royalty Corp.
-0.58%
-$53,809.52 
PTMN Portman Ridge Finance Corporation
-0.55%
-$642.4 
WAB Wabtec Corporation
-0.55%
-$1.6 
LLY Eli Lilly and Company
-0.53%
-$306.5 
FTCS First Trust Capital Strength ETF
-0.51%
-$102 
LULU lululemon athletica inc.
-0.51%
-$6,405.61 
RGA Reinsurance Group of America, Inc.
-0.51%
-$64.13 
ALL Allstate Corporation
-0.49%
-$126.1 
PPLT abrdn Physical Platinum Shares ETF
-0.47%
-$30,236.85 
AVDE Avantis International Equity ETF
-0.46%
-$16.8 
PEP PepsiCo, Inc.
-0.46%
-$346.24 
DVY iShares Select Dividend ETF
-0.45%
-$455.75 
TRV The Travelers Companies, Inc.
-0.43%
-$78.24 
CVE Cenovus Energy Inc.
-0.43%
-$11,937.64 
HD The Home Depot, Inc.
-0.42%
-$208.5 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,335.89 
OSK Oshkosh Corporation
-0.36%
-$38.25 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$615.12 
TFC Truist Financial Corporation
-0.33%
-$560.14 
FYT First Trust Small Cap Value Fund
-0.25%
-$180 
MFC Manulife Financial Corporation
-0.25%
-$130.02 
A Agilent Technologies Inc.
-0.24%
-$124.44 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$13,687.6 
NUKZ Range Nuclear Renaissance ETF
-0.2%
-$56.03 
EPD Enterprise Products Partners L.P.
-0.18%
-$69.72 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$185.76 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.06%
-$0.24 
V Visa Inc. Class A
-0.04%
-$21.7 
UBER Uber Technologies, Inc.
-0.01%
-$197.87 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1018 | Longs Won 681/1018 66% | Profit Factor 4.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $334,458.18 |
| Average Win $96,561.01 | Best Trade (Aug 24) $5.37M | Sharpe Ratio -87.4 |
| Average Loss -$46,164.69 | Worst Trade (Sep 30) -$1.29M | Z-Score 9.82 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $49,312.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,650 | 3,285 | 2,920 | 2,555 | 2,190 | 1,825 | 1,460 | 1,095 | 730 | 365 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 366 | $41,717 | $50,643.42 | - | $8,926.42 | 21.4% | -0.245% |
| AA Alcoa Corporation | 55 | $3,649 | $2,489.3 | - | -$1,159.7 | -31.78% | +0.645% |
| AAPL Apple Inc. | 2,224 | $465,846.89 | $687,015.84 | - | $221,168.95 | 47.48% | -7.354% |
| ABT Abbott Laboratories | 115 | $13,071 | $12,155.5 | - | -$915.5 | -7% | +0.085% |
| ACWI iShares MSCI ACWI ETF | 153 | $21,171 | $23,933.79 | - | $2,762.79 | 13.05% | +0.495% |
| ADM Archer-Daniels-Midland Co | 256 | $14,717.49 | $20,293.12 | - | $5,575.63 | 37.88% | -1.662% |
| AEM Agnico Eagle Mines Limited | 32,440 | $3.49M | $4.71M | - | $1.22M | 35.03% | -3.635% |
| AGI Alamos Gold Inc. | 112,696 | $2.72M | $3.14M | - | $420,631.14 | 15.49% | -2.007% |
| AIZ Assurant Inc. | 56 | $12,198 | $15,634.64 | - | $3,436.64 | 28.17% | -1.158% |
| ALCO Alico Inc. | 101,317 | $3.34M | $3.83M | - | $482,120.72 | 14.42% | -1.1% |
| ALL Allstate Corporation | 97 | $16,781.98 | $25,615.76 | - | $8,833.78 | 52.64% | -0.49% |
| ALMU Aeluma Inc. | 400 | $6,548 | $6,480 | - | -$68 | -1.04% | +5.675% |
| AMAT Applied Materials, Inc. | 56 | $19,141 | $28,429.52 | - | $9,288.52 | 48.53% | +1.176% |
| AMZN Amazon.com Inc | 279 | $53,956.49 | $75,770.82 | - | $21,814.33 | 40.43% | +15.321% |
| ANET Arista Networks, Inc. | 252 | $30,941 | $45,448.2 | - | $14,507.2 | 46.89% | +5.456% |
| APP AppLovin Corporation Class A Common Stock | 152 | $60,496 | $60,176.8 | - | -$319.2 | -0.53% | -1.973% |
| AR Antero Resources Corporation | 33 | $1,137.18 | $1,192.62 | - | $55.44 | 4.88% | +2.38% |
| ATO Atmos Energy Corporation | 8 | $1,478 | $1,382.24 | - | -$95.76 | -6.48% | -0.849% |
| AUB Atlantic Union Bankshares Corporation | 12,606 | $395,775.44 | $534,872.58 | - | $139,097.14 | 35.15% | +0.355% |
| AVDE Avantis International Equity ETF | 40 | $2,960.4 | $3,648.4 | - | $688 | 23.24% | -0.458% |
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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 - $1.75M, 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 - $978,908.1, Expand Energy Corporation - $747,594.54, 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 $5.8M earned over time. The largest contributors to dividend income include Farmland Partners Inc - $667,043.88, Kimbell Royalty Partners, LP - $541,339.76, Pacer US Cash Cows 100 ETF - $335,995.83, 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.
