QS
Quentin Stoker Portfolio
Invests via Gallacher Capital Management LLC | Managed by Quentin Garrett Stoker
Invests via Gallacher Capital Management LLC
Managed by Quentin Garrett Stoker
Automatically Tracked
Quentin Stoker Profile
Quentin Stoker has established himself as a notable figure in the realm of entrepreneurship and investment. With an extensive background in building technology-driven businesses, he excels at navigating the intersection of innovation and market demand. His career highlights include leading multiple startups through pivotal growth phases, positioning them for strategic exits or profitable expansion. In addition to his operational expertise, he actively engages with emerging ventures seeking mentorship and guidance within competitive landscapes. Stoker's unique blend of entrepreneurial insight and investment acumen positions him as a valuable asset in today’s fast-evolving business environment.
Quentin Stoker has established himself as a notable figure in the realm of entrepreneurship and investment. With an extensive background in building technology-driven businesses, he excels at navigating the intersection of innovation and market demand. His career highlights include leading multiple startups through pivotal growth phases, positioning them for strategic exits or profitable expansion. In addition to his operational expertise, he actively engages with emerging ventures seeking mentorship and guidance within competitive landscapes. Stoker's unique blend of entrepreneurial insight and investment acumen positions him as a valuable asset in today’s fast-evolving business environment.
Investment Philosophy & Strategy
Exploring transformative opportunities drives Quentin Stoker’s investment approach. Leveraging a strong background in launching and scaling technology-focused startups, he emphasizes strategic growth initiatives tailored to market dynamics. This entrepreneurial mindset facilitates identifying unique ventures with high scalability potential, positioning him as an adept navigator of competitive landscapes. His decision-making reflects not only operational insights but also a commitment to fostering innovation within portfolio companies. Engaging actively with nascent enterprises allows for the dissemination of knowledge and expertise essential for unlocking value and encouraging robust development.
Exploring transformative opportunities drives Quentin Stoker’s investment approach. Leveraging a strong background in launching and scaling technology-focused startups, he emphasizes strategic growth initiatives tailored to market dynamics. This entrepreneurial mindset facilitates identifying unique ventures with high scalability potential, positioning him as an adept navigator of competitive landscapes. His decision-making reflects not only operational insights but also a commitment to fostering innovation within portfolio companies. Engaging actively with nascent enterprises allows for the dissemination of knowledge and expertise essential for unlocking value and encouraging robust development.
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:
23.64%
Gain -0.64%
Monthly
0.67%
Yearly
8.42%
Drawdown
20.58%
$176.88M
Equity
Holdings
$176.88M
Investment
$142.02M
$53.5M
Profit -$1.33M
Realized
$18.64M
Unrealized
$34.86M
Dividends
$16.62M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$1.33M
Win %
79%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$637,124.64
Win %
79%
This Month
Compared to last month
Gain
-0.72%
Profit
-$1.28M
Win %
79%
This Year
Compared to last year
Gain
-0.96%
Profit
-$1.87M
Win %
74%
TER Teradyne, Inc.
+9.44%
+$24,699.93 
MU Micron Technology, Inc.
+7.33%
+$71,007.98 
AMAT Applied Materials, Inc.
+6.49%
+$45,297.13 
NOK Nokia Corporation Sponsored ADR
+6.05%
+$24,074.26 
INTC Intel Corporation
+5.87%
+$20,884.81 
BAI iShares A.I. Innovation and Tech Active ETF
+4.48%
+$9,015.94 
STM STMicroelectronics N.V.
+4.45%
+$20,721.25 
SPCX Space Exploration Technologies Corp. Class A
+4.43%
+$6,441.03 
ANET Arista Networks, Inc.
+4.06%
+$35,445.71 
KLAC KLA Corporation
+4.02%
+$28,722.93 
MFG Mizuho Financial Group Inc. ADR
+3.86%
+$18,907.28 
NVS Novartis AG Sponsored ADR
+3.64%
+$19,151.26 
LRCX Lam Research Corporation
+3.48%
+$30,125.13 
NMR Nomura Holdings Inc. Sponsored ADR
+3.41%
+$15,272 
ASML ASML Holding N.V. New York Registry Shares
+3.31%
+$16,014.18 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+3.25%
+$15,967.53 
ARGX argenx SE American Depositary Receipt
+3.16%
+$8,124.4 
JBL Jabil Inc.
+2.87%
+$6,574.92 
ADEA Adeia Inc.
+2.86%
+$4,857.65 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.8%
+$90,314.94 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.73%
+$14,778.27 
MTUM iShares MSCI USA Momentum Factor ETF
+2.67%
+$33,701.68 
NTAP NetApp, Inc.
+2.55%
+$26,686.23 
C Citigroup Inc.
+2.53%
+$5,090.82 
CDNS Cadence Design Systems, Inc.
+2.52%
+$7,738.58 
BTC Grayscale Bitcoin Mini Trust ETF
+2.5%
+$23,153.04 
FDX FedEx Corporation
+2.49%
+$8,688.72 
FIX Comfort Systems USA, Inc.
+2.44%
+$7,780.38 
RL Ralph Lauren Corporation
+2.4%
+$7,324.24 
ANVS Annovis Bio, Inc.
+2.37%
+$228.2 
BHP BHP Group Ltd.
+2.21%
+$9,644.04 
EEM iShares MSCI Emerging Markets ETF
+2.19%
+$9,256.01 
ING ING Groep N.V. Sponsored ADR
+2.17%
+$12,878.6 
XRPC Canary XRP ETF
+2.15%
+$22,119.72 
TTE TotalEnergies SE
+2.11%
+$9,058.67 
BRK-B Berkshire Hathaway Inc.
+2.1%
+$108,643.13 
ETHA iShares Ethereum Trust
+2.09%
+$8,163.3 
MLI Mueller Industries Inc.
+2.09%
+$7,908.9 
LYG Lloyds Banking Group Plc ADR
+2.04%
+$12,868.68 
APH Amphenol Corporation
+2.03%
+$4,795.02 
RYAAY Ryanair Holdings plc American Depositary Receipt
+2%
+$10,304.94 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+1.99%
+$18,653.81 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.93%
+$14,147.84 
NEM Newmont Corporation
+1.92%
+$5,100.93 
XLK State Street Technology Select Sector SPDR ETF
+1.91%
+$29,279.56 
GMAB Genmab A/S Sponsored ADR
+1.76%
+$6,977.6 
SM SM Energy Company
+1.74%
+$8,101.97 
CAT Caterpillar Inc.
+1.73%
+$6,020.82 
EME EMCOR Group, Inc.
+1.62%
+$5,656.14 
BNTX BioNTech SE
+1.62%
+$3,647.52 
BCS Barclays PLC Sponsored ADR
+1.61%
+$10,079.08 
MEDP Medpace Holdings Inc.
+1.59%
+$5,157.51 
VGT Vanguard Information Technology ETF
+1.56%
+$23,573.34 
SEZL Sezzle Inc.
+1.53%
+$10,569.01 
AU AngloGold Ashanti plc
+1.53%
+$6,393.68 
GSK GSK plc Sponsored ADR
+1.44%
+$5,984.64 
KTB Kontoor Brands Inc.
+1.43%
+$13,153.07 
NWG NatWest Group plc Sponsored ADR
+1.41%
+$8,699.5 
UBS UBS Group AG
+1.4%
+$8,567.28 
PUK Prudential plc ADR
+1.4%
+$5,730.27 
HSBC HSBC Holdings plc Sponsored ADR
+1.29%
+$8,670.72 
QQQ Invesco QQQ Trust, Series 1
+1.28%
+$6,904.06 
INVA Innoviva Inc.
+1.27%
+$2,448.09 
HMC Honda Motor Co., Ltd.
+1.23%
+$4,744.44 
TM Toyota Motor Corporation
+1.2%
+$3,291.65 
SE Sea Ltd.
+1.2%
+$5,786.11 
GLD SPDR Gold Shares
+1.18%
+$4,620.11 
AZN AstraZeneca PLC American Depositary Shares
+1.17%
+$4,070.4 
COLL Collegium Pharmaceutical Inc.
+1.15%
+$5,450.13 
QCOM QUALCOMM Incorporated
+1.12%
+$8,513.9 
NVDA NVIDIA Corporation
+1.11%
+$10,045.7 
APA APA Corporation
+1.09%
+$6,742.34 
BUD Anheuser-Busch InBev S.A. ADR
+1.09%
+$5,707.68 
JMOM JPMorgan U.S. Momentum Factor ETF
+1.08%
+$9,479.75 
AYI Acuity Brands Inc.
+1.06%
+$2,473.65 
SAN Banco Santander S.A. Sponsored ADR
+1.01%
+$6,270.75 
AVGO Broadcom Inc.
+0.99%
+$5,607.28 
IWF iShares Russell 1000 Growth ETF
+0.98%
+$14,948.35 
VOT Vanguard Mid-Cap Growth ETF
+0.96%
+$3,133.02 
TPR Tapestry Inc.
+0.96%
+$4,850.55 
JPM JPMorgan Chase & Co.
+0.94%
+$5,505.45 
EXP Eagle Materials Inc.
+0.92%
+$1,877.75 
XOM Exxon Mobil Corporation
+0.9%
+$2,915.36 
AMG Affiliated Managers Group Inc.
+0.87%
+$4,728.66 
OVV Ovintiv Inc.
+0.83%
+$4,151.04 
AHR American Healthcare REIT, Inc.
+0.81%
+$5,858.1 
DLR Digital Realty Trust, Inc.
+0.78%
+$4,266.18 
EFA iShares MSCI EAFE ETF
+0.78%
+$4,011.57 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.77%
+$43,561.79 
INTF iShares International Equity Factor ETF
+0.76%
+$11,168.06 
EQNR Equinor ASA Sponsored ADR
+0.74%
+$2,869.62 
HALO Halozyme Therapeutics Inc.
+0.73%
+$2,963.63 
RIO Rio Tinto Plc Sponsored ADR
+0.71%
+$2,862.09 
BP BP p.l.c. Sponsored ADR
+0.69%
+$2,801.98 
JOE The St. Joe Company
+0.69%
+$1,328.41 
JVAL JPMorgan U.S. Value Factor ETF
+0.65%
+$6,102.04 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.65%
+$2,195.05 
E Eni S.p.A. Sponsored ADR
+0.59%
+$2,667.71 
AMGN Amgen Inc.
+0.58%
+$1,697.6 
MPC Marathon Petroleum Corporation
+0.58%
+$5,838.32 
VUG Vanguard Growth ETF
+0.57%
+$2,666.58 
MGV Vanguard Mega Cap Value ETF
+0.53%
+$3,808.94 
REPX Riley Exploration Permian, Inc.
+0.51%
+$2,704.14 
SIG Signet Jewelers Ltd.
+0.5%
+$2,068.2 
R Ryder System Inc.
+0.49%
+$3,067.68 
NFLX Netflix, Inc.
+0.49%
+$1,622.61 
LLY Eli Lilly and Company
+0.48%
+$2,915.36 
IVV iShares Core S&P 500 ETF
+0.47%
+$12,679.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$19,558.37 
ESGU iShares ESG Aware MSCI USA ETF
+0.44%
+$1,343.52 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.44%
+$994.32 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$4,895.52 
APP AppLovin Corporation Class A Common Stock
+0.44%
+$925 
IWM iShares Russell 2000 ETF
+0.43%
+$1,373.75 
UAE iShares MSCI UAE ETF
+0.43%
+$3,175.88 
VOO Vanguard S&P 500 ETF
+0.42%
+$12,107.46 
META Meta Platforms Inc Class A
+0.4%
+$4,444.83 
JQUA JPMorgan U.S. Quality Factor ETF
+0.38%
+$9,037.44 
VIS Vanguard Industrials ETF
+0.37%
+$1,647.19 
TT Trane Technologies plc
+0.37%
+$905.52 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.36%
+$3,235.11 
XLI Industrial Select Sector SPDR Fund
+0.34%
+$2,779.8 
SHEL Shell plc
+0.34%
+$1,852.01 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+0.34%
+$1,237.87 
FTI TechnipFMC plc
+0.33%
+$924.48 
THC Tenet Healthcare Corporation
+0.33%
+$774.7 
AOA iShares Core Aggressive Allocation ETF
+0.33%
+$1,876.77 
LW Lamb Weston Holdings, Inc.
+0.32%
+$2,048.4 
RAMP LiveRamp Holdings, Inc.
+0.32%
+$2,008.32 
ILF iShares Latin America 40 ETF
+0.31%
+$5,503.26 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.28%
+$5,742.18 
BX Blackstone Inc.
+0.26%
+$1,304.41 
EXEL Exelixis Inc.
+0.25%
+$1,468.04 
CF CF Industries Holdings, Inc.
+0.23%
+$1,755.95 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.21%
+$2,097.43 
IVT InvenTrust Properties Corp.
+0.19%
+$407.4 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.18%
+$745.79 
GNTX Gentex Corporation
+0.17%
+$1,039.96 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.13%
+$1,034.28 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.1%
+$411.36 
XLB Materials Select Sector SPDR Fund
+0.1%
+$373.3 
IVE ISHARES S&P 500 VALUE ETF
+0.07%
+$248.03 
XLE Energy Select Sector SPDR Fund
+0.07%
+$409 
LAMR Lamar Advertising Company
+0.07%
+$587.35 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$122.02 
VIG Vanguard Dividend Appreciation ETF
+0.05%
+$678.96 
MCHI iShares MSCI China ETF
+0.05%
+$708.85 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.04%
+$454.56 
DVN Devon Energy Corporation
+0.02%
+$144.24 
BPRE
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
HAL Halliburton Company
-6.18%
-$26,382.86 
QLYS Qualys, Inc.
-5.82%
-$17,698.87 
MGY Magnolia Oil & Gas Corp.
-4.19%
-$24,558.64 
WDAY Workday Inc.
-3.17%
-$8,341.4 
FICO Fair Isaac Corporation
-3.09%
-$8,085.41 
RELX Relx PLC Sponsored ADR
-3.04%
-$13,263.5 
PRDO Perdoceo Education Corporation
-2.27%
-$16,907.07 
PEGA Pegasystems Inc.
-2.18%
-$7,197.39 
PGR Progressive Corporation
-2.09%
-$8,847.83 
CHE Chemed Corporation
-2.06%
-$5,321.74 
WM Waste Management, Inc.
-1.99%
-$11,093.42 
BR Broadridge Financial Solutions, Inc.
-1.98%
-$10,326.69 
VRSK Verisk Analytics Inc.
-1.87%
-$4,233.71 
GILD Gilead Sciences Inc.
-1.77%
-$4,011.04 
LMT Lockheed Martin Corporation
-1.72%
-$8,050.86 
SAP SAP SE Sponsored ADR
-1.71%
-$6,728.93 
MMS Maximus Inc.
-1.65%
-$9,259.68 
FTDR Frontdoor, Inc.
-1.56%
-$5,288.98 
PANW Palo Alto Networks, Inc.
-1.52%
-$6,849.9 
EXLS ExlService Holdings Inc.
-1.47%
-$5,814.98 
FWONA Liberty Media Corporation
-1.46%
-$3,499.23 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.4%
-$3,559.94 
UL Unilever PLC Sponsored American Depositary Receipt
-1.32%
-$6,864.22 
SNN Smith & Nephew plc ADR
-1.31%
-$4,308 
WSM Williams-Sonoma, Inc.
-1.31%
-$3,489.4 
FHI Federated Hermes Inc.
-1.3%
-$3,579.45 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-1.3%
-$5,962.6 
AOS A. O. Smith Corporation
-1.28%
-$6,377.48 
SRE Sempra
-1.19%
-$3,014.3 
PHG Koninklijke Philips N.V.
-1.16%
-$3,934.52 
CTSH Cognizant Technology Solutions Corporation
-1.15%
-$4,914.65 
ADP Automatic Data Processing Inc.
-1.1%
-$8,521 
MNST Monster Beverage Corporation
-1.07%
-$6,627.65 
DOX Amdocs Limited
-1.07%
-$4,960.71 
UPWK Upwork Inc.
-1.07%
-$2,570.8 
YUM Yum! Brands, Inc.
-1.07%
-$2,893.28 
AMT American Tower Corporation
-1.06%
-$4,149.95 
INGR Ingredion Inc.
-1.05%
-$3,933.36 
ETSY Etsy Inc.
-1.03%
-$3,041.52 
IDXX IDEXX Laboratories, Inc.
-1.02%
-$2,741.76 
DOCS Doximity Inc.
-1.01%
-$2,597.54 
DG Dollar General Corporation
-1.01%
-$6,284.88 
BTI British American Tobacco p.l.c. ADR
-1.01%
-$3,772.44 
MD Pediatrix Medical Group, Inc.
-0.93%
-$2,014.32 
CRH CRH plc
-0.93%
-$3,481.92 
AMZN Amazon.com Inc
-0.92%
-$3,023.79 
FTNT Fortinet Inc.
-0.92%
-$4,437.93 
V Visa Inc. Class A
-0.9%
-$2,831.85 
PCTY Paylocity Holding Corporation
-0.88%
-$4,865.28 
YOU Clear Secure Inc.
-0.86%
-$5,125.4 
MA Mastercard Incorporated
-0.84%
-$2,088.4 
AAPL Apple Inc.
-0.84%
-$27,857.58 
MT ArcelorMittal S.A.
-0.79%
-$4,121.52 
MCY Mercury General Corporation
-0.75%
-$3,820 
XLP Consumer Staples Select Sector SPDR Fund
-0.74%
-$3,001.32 
CINF Cincinnati Financial Corporation
-0.73%
-$1,710.33 
AROC Archrock Inc.
-0.73%
-$4,903.74 
PAYX Paychex Inc.
-0.72%
-$5,397.49 
PLTR Palantir Technologies Inc.
-0.72%
-$3,410.52 
TTC The Toro Company
-0.69%
-$3,814.85 
HRMY Harmony Biosciences Holdings, Inc.
-0.66%
-$1,466.52 
VDC VANGUARD CONSUMER STAPLES ETF
-0.64%
-$1,484.05 
GOOGL Alphabet Inc
-0.62%
-$6,957.02 
TDW Tidewater Inc.
-0.62%
-$1,810.24 
DEO Diageo plc Sponsored ADR
-0.61%
-$1,972.45 
MSFT Microsoft Corp.
-0.61%
-$6,290.32 
IBM International Business Machines Corporation
-0.59%
-$4,022.7 
TILE Interface Inc.
-0.59%
-$1,403.72 
G Genpact Ltd.
-0.59%
-$3,111.12 
ADT ADT Inc.
-0.57%
-$2,414.32 
EXR Extra Space Storage Inc.
-0.55%
-$2,453.49 
CSL Carlisle Companies Inc.
-0.53%
-$1,040.99 
WMT Walmart Inc.
-0.51%
-$1,246.59 
LECO Lincoln Electric Holdings, Inc.
-0.49%
-$1,155.6 
FPE First Trust Preferred Securities and Income ETF
-0.47%
-$7,393.73 
COKE Coca-Cola Consolidated Inc.
-0.45%
-$989.74 
NGG National Grid plc Sponsored ADR
-0.44%
-$1,332 
PEP PepsiCo, Inc.
-0.43%
-$3,288.02 
ENVA Enova International Inc.
-0.4%
-$2,305.47 
SEIC SEI Investments Company
-0.4%
-$965.9 
SYY Sysco Corporation
-0.36%
-$1,739.13 
FOXA Fox Corporation
-0.33%
-$740.62 
SNY Sanofi American Depositary Receipt
-0.32%
-$892.5 
GEN Gen Digital Inc.
-0.28%
-$2,517.6 
GFF Griffon Corporation
-0.25%
-$644.62 
TUR iShares MSCI Turkey ETF
-0.23%
-$2,332.62 
SMTH ALPS Smith Core Plus Bond ETF
-0.22%
-$17,009.74 
JBND JPMorgan Active Bond ETF
-0.21%
-$11,876.56 
KSA iShares MSCI Saudi Arabia ETF
-0.19%
-$924.42 
EQR Equity Residential
-0.17%
-$834.48 
HYD VanEck High Yield Muni ETF
-0.16%
-$599.6 
VRRM Verra Mobility Corporation
-0.12%
-$63.51 
HCA HCA Healthcare Inc.
-0.11%
-$278.81 
JNJ Johnson & Johnson
-0.11%
-$459.25 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$1,153.93 
DGRO iShares Core Dividend Growth ETF
-0.09%
-$2,254.07 
IWD iShares Russell 1000 Value ETF
-0.07%
-$497.87 
EA Electronic Arts Inc.
-0.07%
-$183.87 
JPIE JPMorgan Income ETF
-0.05%
-$129.12 
VCR Vanguard Consumer Discretionary ETF
-0.04%
-$142.28 
ITW Illinois Tool Works Inc.
-0.04%
-$170.72 
IWS iShares Russell Mid-Cap Value ETF
-0.04%
-$89.25 
FSLR First Solar, Inc.
-0.03%
-$88.4 
NVO Novo Nordisk A/S Sponsored ADR
-0.03%
-$171.91 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.02%
-$92.52 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$765.3 
HCI HCI Group, Inc.
-0.01%
-$28.34 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3806 | Longs Won 2345/3806 61% | Profit Factor 2.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $228,496.6 |
| Average Win $39,996.04 | Best Trade (Jul 22) $3.05M | Sharpe Ratio -149.1 |
| Average Loss -$27,576.7 | Worst Trade (Dec 31) -$11.61M | Z-Score -2.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 6d | Expectancy $14,057.06 |
| 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 | 6,410 | 5,769 | 5,128 | 4,487 | 3,846 | 3,205 | 2,564 | 1,923 | 1,282 | 641 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Quentin Stoker?
The largest contributions to the portfolio's profits come from the following stocks: Yum! Brands, Inc - $1.78M, iShares MSCI Emerging Markets ex China ETF - $1.66M, JPMorgan U.S. Quality Factor ETF - $1.51M, ISHARES S&P 500 GROWTH ETF (3IS8) - $1.32M, and State Street Technology Select Sector SPDR ETF - $1.16M. 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: Cassava Sciences Inc - $15.97M, PepsiCo, Inc - $2.53M, Sylvamo Corporation - $359,613.99, Scorpio Tankers Inc - $342,027.16, and APA Corporation - $313,061.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Quentin Stoker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.62M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $2.08M, ALPS Smith Core Plus Bond ETF - $716,368.23, JPMorgan Income ETF - $648,300.26, JPMorgan Active Bond ETF - $545,775.4, and Yum! Brands, Inc - $412,779.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Quentin Stoker's monthly returns?
Quentin Stoker's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Quentin Stoker's strategy be considered aggressive or moderate?
Quentin Stoker'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 Quentin Stoker's strategy?
Quentin Stoker'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.
