SMM
Stephen Michael Mangold Portfolio
Invests via Tectonic Advisors LLC | Managed by Tectonic Advisors LLC
Invests via Tectonic Advisors LLC
Managed by Tectonic Advisors LLC
Automatically Tracked
Stephen Michael Mangold Profile
With a diverse career that spans entrepreneurship and executive leadership, Stephen Michael Mangold has established himself as a notable figure in the investment landscape. His extensive experience includes founding ventures and overseeing significant business operations across various sectors. Known for driving growth and fostering innovation, he has successfully navigated complex market dynamics while maintaining strategic partnerships that enhance corporate performance. As an industry operator with hands-on involvement in scaling organizations, his insights into operational efficiencies and market trends continue to influence decision-making at high levels of corporate governance.
With a diverse career that spans entrepreneurship and executive leadership, Stephen Michael Mangold has established himself as a notable figure in the investment landscape. His extensive experience includes founding ventures and overseeing significant business operations across various sectors. Known for driving growth and fostering innovation, he has successfully navigated complex market dynamics while maintaining strategic partnerships that enhance corporate performance. As an industry operator with hands-on involvement in scaling organizations, his insights into operational efficiencies and market trends continue to influence decision-making at high levels of corporate governance.
Investment Philosophy & Strategy
With an entrepreneurial mindset, strategic foresight informs his investment choices and organizational maneuvers. Stephen Michael Mangold leverages operational acumen gained from years at the helm of diverse enterprises to identify transformative opportunities in evolving markets. His knack for recognizing scalable innovations underpins a robust portfolio strategy centered on growth dynamics. By fostering strong stakeholder relationships, he enhances both venture sustainability and corporate agility, positioning investments for long-term viability amidst shifting economic landscapes.
With an entrepreneurial mindset, strategic foresight informs his investment choices and organizational maneuvers. Stephen Michael Mangold leverages operational acumen gained from years at the helm of diverse enterprises to identify transformative opportunities in evolving markets. His knack for recognizing scalable innovations underpins a robust portfolio strategy centered on growth dynamics. By fostering strong stakeholder relationships, he enhances both venture sustainability and corporate agility, positioning investments for long-term viability amidst shifting economic landscapes.
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:
87.87%
Gain -0.29%
Monthly
1.03%
Yearly
13.06%
Drawdown
23.78%
$2.07B
Equity
Holdings
$2.07B
Investment
$1.73B
$484.99M
Profit -$3.08M
Realized
$144.02M
Unrealized
$340.97M
Dividends
$190.81M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$3.08M
Win %
71%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$24.43M
Win %
71%
This Month
Compared to last month
Gain
-0.98%
Profit
-$20.59M
Win %
71%
This Year
Compared to last year
Gain
0.46%
Profit
$9.58M
Win %
71%
ASO Academy Sports and Outdoors, Inc.
+5.69%
+$201,581.52 
AVNW Aviat Networks, Inc.
+4.83%
+$29,822.14 
AAPL Apple Inc.
+3.15%
+$129,248.88 
STZ Constellation Brands, Inc.
+2.49%
+$22,965.8 
AVT Avnet Inc.
+2.24%
+$31,513.09 
MTDR Matador Resources Company
+2.14%
+$40,394.9 
AVB AvalonBay Communities, Inc.
+2.02%
+$4,290.3 
DVN Devon Energy Corporation
+1.91%
+$13,995.08 
HQY HealthEquity Inc.
+1.84%
+$171,261.39 
APTV Aptiv PLC
+1.77%
+$20,664.82 
T AT&T Inc.
+1.77%
+$272,301.28 
ALKT Alkami Technology, Inc.
+1.7%
+$12,890.88 
HPQ HP Inc.
+1.65%
+$66,177.9 
TSN Tyson Foods Inc.
+1.45%
+$14,212.5 
ABBV AbbVie Inc.
+1.34%
+$211,238.34 
CLH Clean Harbors Inc.
+1.33%
+$140,411.09 
FANG Diamondback Energy Inc
+1.23%
+$41,247.17 
MO Altria Group, Inc.
+1.21%
+$191,031.3 
DY Dycom Industries Inc.
+1.16%
+$2,007.72 
OMC Omnicom Group Inc.
+1.09%
+$7,176.87 
MET MetLife Inc.
+1.01%
+$18,412.54 
HONA Honeywell Aerospace Inc.
+1.01%
+$2,358.36 
TCBI Texas Capital Bancshares Inc.
+0.99%
+$20,593.1 
BJ BJ's Wholesale Club Holdings, Inc.
+0.98%
+$5,595.69 
NVGS Navigator Holdings Ltd.
+0.82%
+$14,930.65 
DIS The Walt Disney Company
+0.77%
+$17,259.2 
PR Permian Resources Corporation
+0.76%
+$5,575.86 
BWA BorgWarner Inc.
+0.75%
+$5,051.41 
HAS Hasbro Inc.
+0.74%
+$108,627.85 
HSY The Hershey Company
+0.71%
+$5,924.05 
GOOGL Alphabet Inc
+0.67%
+$15,383.17 
COP ConocoPhillips
+0.66%
+$11,303.1 
FISV Fiserv, Inc.
+0.64%
+$7,763.97 
TFIN Triumph Financial, Inc.
+0.63%
+$12,021.66 
KR Kroger Co.
+0.55%
+$2,689.87 
EOG EOG Resources, Inc.
+0.52%
+$5,202.88 
KO The Coca-Cola Company
+0.48%
+$61,606.44 
NATL NCR Atleos Corporation
+0.46%
+$6,244.14 
GPOR Gulfport Energy Corporation
+0.44%
+$7,345.03 
VZ Verizon Communications Inc.
+0.31%
+$56,950.72 
PAYX Paychex Inc.
+0.3%
+$37,323.82 
AMP Ameriprise Financial, Inc.
+0.3%
+$5,259.48 
MSM MSC Industrial Direct Co., Inc.
+0.29%
+$41,045.2 
KNX Knight-Swift Transportation Holdings Inc.
+0.27%
+$25,821.19 
RGA Reinsurance Group of America, Inc.
+0.26%
+$2,016.63 
ARCC Ares Capital Corporation
+0.18%
+$29,573.99 
ET Energy Transfer L.P.
+0.16%
+$27,773.37 
UNP Union Pacific Corporation
+0.15%
+$2,627.74 
PG Procter & Gamble Co
+0.15%
+$14,987.49 
BWB Bridgewater Bancshares Inc.
+0.14%
+$2,253.66 
OZK Bank OZK
+0.13%
+$2,429.89 
L Loews Corporation
+0.13%
+$2,035.04 
PEG Public Service Enterprise Group Incorporated
+0.12%
+$877.28 
PGR Progressive Corporation
+0.09%
+$3,425 
NEE NextEra Energy, Inc.
+0.07%
+$431.58 
PEP PepsiCo, Inc.
+0.07%
+$6,667.65 
JAZZ Jazz Pharmaceuticals plc
+0.06%
+$884.4 
KEX Kirby Corporation
+0.06%
+$5,273.36 
HMN Horace Mann Educators Corp.
+0.05%
+$438.43 
TRV The Travelers Companies, Inc.
+0.05%
+$1,174.19 
CVS CVS Health Corporation
+0.04%
+$430.56 
USFR WisdomTree Floating Rate Treasury Fund
+0.04%
+$4,329.44 
AIZ Assurant Inc.
+0.04%
+$327.1 
PAAA PGIM AAA CLO ETF
+0.02%
+$40.27 
WAB Wabtec Corporation
+0.01%
+$220.16 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$3,614.03 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$221.06 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BKR Baker Hughes Company
-6.8%
-$42,503.28 
LBRT Liberty Energy Inc.
-5.67%
-$41,953.75 
CPS Cooper-Standard Holdings Inc.
-4.89%
-$47,012.13 
ORCL Oracle Corporation
-4.7%
-$121,295.79 
URI United Rentals, Inc.
-4.18%
-$65,863.62 
DELL Dell Technologies Inc.
-4.05%
-$613,849.88 
AGCO AGCO Corporation
-3.81%
-$73,834.2 
SHOO Steven Madden Ltd.
-3.75%
-$65,760.72 
SGI Somnigroup International Inc.
-3.69%
-$301,646.52 
TSEM Tower Semiconductor Ltd.
-3.66%
-$51,163.8 
CMC Commercial Metals Company
-3.48%
-$72,048 
WCC Wesco International Inc.
-3.44%
-$26,885.22 
HLMN Hillman Solutions Corp.
-3.37%
-$30,936.64 
MXL MaxLinear Inc.
-3.31%
-$41,965.59 
PATK Patrick Industries Inc.
-3.06%
-$45,968.8 
AEM Agnico Eagle Mines Limited
-3.03%
-$22,392.58 
KLAC KLA Corporation
-3.02%
-$81,783.17 
IBM International Business Machines Corporation
-2.87%
-$428,933.6 
ZBH Zimmer Biomet Holdings, Inc.
-2.86%
-$18,542.78 
CLF Cleveland-Cliffs Inc.
-2.77%
-$49,488.88 
CTRN Citi Trends Inc.
-2.73%
-$45,352.43 
AMAT Applied Materials, Inc.
-2.68%
-$80,796.96 
PHM PulteGroup Inc.
-2.64%
-$13,790.88 
RUSHA Rush Enterprises Inc.
-2.5%
-$8,664.02 
DHI D.R. Horton, Inc.
-2.46%
-$37,981.63 
TRP TC Energy Corporation
-2.43%
-$53,856.88 
GNRC Generac Holdings Inc.
-2.38%
-$90,677.67 
MAS Masco Corporation
-2.35%
-$151,105.89 
GTES Gates Industrial Corporation plc
-2.34%
-$16,718.16 
ADBE Adobe Inc.
-2.29%
-$62,765.78 
NVDA NVIDIA Corporation
-2.26%
-$8,034.55 
MKSI MKS Instruments Inc.
-2.24%
-$7,628.69 
DGX Quest Diagnostics Inc.
-2.21%
-$18,927.97 
DOV Dover Corporation
-2.19%
-$14,061.6 
CRH CRH plc
-2.19%
-$205,063.86 
SOBO South Bow Corporation
-2.16%
-$5,994.84 
VICI Vici Properties Inc.
-2.04%
-$232,010.08 
POWL Powell Industries Inc.
-2.03%
-$32,435.62 
FNV Franco-Nevada Corporation
-2.02%
-$36,677.1 
LKQ LKQ Corporation
-2.02%
-$97,070.97 
INCY Incyte Corporation
-1.99%
-$21,618.63 
MRK Merck & Co., Inc.
-1.97%
-$367,383.6 
RRX Regal Rexnord Corporation
-1.92%
-$9,553.84 
BC Brunswick Corporation
-1.9%
-$83,034.92 
MYE Myers Industries Inc.
-1.87%
-$27,758.7 
LFUS Littelfuse Inc.
-1.85%
-$14,357.52 
DHR Danaher Corporation
-1.84%
-$16,133.08 
PHYS Sprott Physical Gold Trust
-1.82%
-$11,268.12 
EXP Eagle Materials Inc.
-1.81%
-$40,208.48 
MCHP Microchip Technology Incorporated
-1.78%
-$9,057.1 
THC Tenet Healthcare Corporation
-1.76%
-$50,477.18 
GLD SPDR Gold Shares
-1.73%
-$11,994.84 
EDV Vanguard Extended Duration Treasury ETF
-1.72%
-$76,780.32 
VOXR Vox Royalty Corp
-1.72%
-$23,658.8 
HD The Home Depot, Inc.
-1.66%
-$6,839.21 
IRM Iron Mountain Inc.
-1.65%
-$308,561.9 
CWEN Clearway Energy Inc.
-1.64%
-$263,916.45 
EMR Emerson Electric Co.
-1.64%
-$9,645.66 
STLD Steel Dynamics Inc.
-1.62%
-$15,268.55 
AZZ Azz Inc.
-1.62%
-$13,390.72 
GTX Garrett Motion Inc.
-1.6%
-$33,683.58 
META Meta Platforms Inc Class A
-1.59%
-$37,319.85 
PBA Pembina Pipeline Corporation
-1.58%
-$41,694.12 
RYN Rayonier Inc.
-1.54%
-$12,756.24 
SYK Stryker Corporation
-1.52%
-$10,181.72 
IEX IDEX Corporation
-1.52%
-$9,411.87 
LEVI Levi Strauss & Co.
-1.5%
-$7,969.65 
VWO Vanguard FTSE Emerging Markets ETF
-1.48%
-$253,385.1 
REGN Regeneron Pharmaceuticals, Inc.
-1.48%
-$13,409.42 
PWR Quanta Services Inc.
-1.46%
-$21,574.41 
POOL Pool Corporation
-1.46%
-$85,593.48 
UL Unilever PLC Sponsored American Depositary Receipt
-1.46%
-$21,674.38 
KDP Keurig Dr Pepper Inc.
-1.41%
-$19,630.88 
CGGO Capital Group Global Growth Equity ETF
-1.39%
-$2,738.26 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.37%
-$8,362.64 
CSCO Cisco Systems, Inc.
-1.35%
-$261,279.2 
VBK Vanguard Small-Cap Growth ETF
-1.35%
-$3,479.71 
DG Dollar General Corporation
-1.34%
-$11,070.43 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.33%
-$46,742.85 
IXUS iShares Core International Stock ETF
-1.33%
-$7,513.59 
CNP CenterPoint Energy Inc.
-1.32%
-$8,113.87 
KTB Kontoor Brands Inc.
-1.31%
-$21,300.4 
KEYS Keysight Technologies, Inc.
-1.27%
-$8,202.37 
CBRE CBRE Group Inc.
-1.27%
-$28,197.87 
TLT iShares 20+ Year Treasury Bond ETF
-1.24%
-$16,901.34 
GQGU GQG US Equity ETF
-1.22%
-$958,467.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.22%
-$736,661.01 
HRB H&R Block Inc.
-1.22%
-$154,398.75 
RBA Rb Global Inc.
-1.21%
-$59,520.3 
HRI Herc Holdings Inc.
-1.17%
-$9,610.1 
SCHM Schwab U.S. Mid-Cap ETF
-1.17%
-$2,703.31 
TSLA Tesla, Inc.
-1.15%
-$2,680.74 
LOW Lowe's Companies Inc.
-1.11%
-$15,326.95 
STAG Stag Industrial Inc.
-1.1%
-$6,778.12 
KMI Kinder Morgan, Inc.
-1.07%
-$25,898.18 
TGT Target Corporation
-1.05%
-$15,916.08 
GEO The Geo Group, Inc.
-1.04%
-$25,652.88 
RJF Raymond James Financial Inc.
-1.03%
-$7,207.42 
GVA Granite Construction Incorporated
-1.02%
-$1,886.9 
DTE DTE Energy Company
-1.02%
-$8,066.17 
DPZ Domino's Pizza Inc.
-1.02%
-$4,990.94 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$5,707.52 
PRIM Primoris Services Corporation
-1.01%
-$13,940.44 
CMI Cummins Inc.
-1%
-$13,480.95 
VB Vanguard Small-Cap ETF
-1%
-$238,508.31 
KN Knowles Corporation
-0.99%
-$9,148.7 
SHW The Sherwin-Williams Company
-0.96%
-$6,649.68 
MPLX MPLX LP
-0.95%
-$159,939.7 
VOT Vanguard Mid-Cap Growth ETF
-0.95%
-$4,768.5 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$125,856.6 
HTGC Hercules Capital Inc.
-0.94%
-$166,057.32 
IJR iShares Core S&P Small-Cap ETF
-0.92%
-$121,976.72 
BLBD Blue Bird Corporation
-0.91%
-$4,178.1 
MCK McKesson Corporation
-0.9%
-$7,961.05 
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$155,180.92 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.89%
-$145,240.87 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.87%
-$1.31M 
MRTN Marten Transport, Ltd.
-0.86%
-$1,358.59 
AZO AutoZone Inc.
-0.86%
-$56,769.89 
XEL Xcel Energy Inc.
-0.85%
-$8,635.61 
O Realty Income Corporation
-0.85%
-$112,586.58 
VNQ Vanguard Real Estate ETF
-0.84%
-$188,212 
NNN NNN REIT, Inc.
-0.83%
-$138,556.55 
AVGO Broadcom Inc.
-0.82%
-$112,602.28 
VO Vanguard Mid-Cap ETF
-0.81%
-$234,714.48 
LHX L3Harris Technologies, Inc.
-0.8%
-$4,665.23 
PFE Pfizer Inc.
-0.77%
-$92,899.57 
OGE Oge Energy Corp.
-0.77%
-$5,709.6 
HVT Haverty Furniture Companies Inc.
-0.77%
-$13,174.98 
USFD US Foods Holding Corp
-0.76%
-$5,698.51 
AMLP Alerian MLP ETF
-0.75%
-$117,688.2 
IVSS Applied Finance IVS US SMID ETF
-0.74%
-$1,707.98 
AEE Ameren Corporation
-0.73%
-$6,683.82 
IWS iShares Russell Mid-Cap Value ETF
-0.73%
-$28,296.13 
MLPA Global X MLP ETF
-0.71%
-$113,967.7 
ATO Atmos Energy Corporation
-0.71%
-$4,893.46 
HUBB Hubbell Inc.
-0.7%
-$4,529.93 
WPC W. P. Carey Inc.
-0.69%
-$92,954.88 
SSNC SS&C Technologies Holdings Inc.
-0.68%
-$58,620.24 
DRI Darden Restaurants, Inc.
-0.68%
-$11,726.36 
BND Vanguard Total Bond Market Index Fund
-0.67%
-$297,831.36 
ITT Itt Inc.
-0.67%
-$4,775.76 
AGG iShares Core U.S. Aggregate Bond ETF
-0.66%
-$246,139.97 
PYLD PIMCO Multisector Bond Active ETF
-0.66%
-$7,419.14 
CNK Cinemark Holdings Inc.
-0.65%
-$9,614.69 
DUK Duke Energy Corporation
-0.65%
-$74,487.66 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$2,565.32 
USRT iShares Core U.S. REIT ETF
-0.62%
-$100,937.6 
MAR Marriott International Inc. - Class A
-0.62%
-$9,214.75 
AVY Avery Dennison Corporation
-0.61%
-$4,761.12 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.61%
-$622,030.67 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$521,238.78 
VOO Vanguard S&P 500 ETF
-0.6%
-$973,101.69 
IVV iShares Core S&P 500 ETF
-0.6%
-$661,089.16 
PSMT PriceSmart Inc.
-0.6%
-$8,196 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$1,533.4 
GILD Gilead Sciences Inc.
-0.59%
-$87,186.68 
OBDC Blue Owl Capital Corporation
-0.58%
-$1,175.85 
BNDX Vanguard Total International Bond ETF
-0.56%
-$10,747.87 
ABEQ Absolute Select Value ETF
-0.55%
-$130,380.82 
VUG Vanguard Growth ETF
-0.52%
-$12,346.88 
VYM Vanguard High Dividend Yield ETF
-0.52%
-$1,176 
GATX GATX Corporation
-0.5%
-$5,912.27 
MAIN Main Street Capital Corporation
-0.48%
-$39,473.77 
ROP Roper Technologies Inc.
-0.47%
-$12,909.17 
APD Air Products and Chemicals, Inc.
-0.47%
-$3,404.8 
MA Mastercard Incorporated
-0.45%
-$6,877.82 
IAGG iShares International Aggregate Bond Fund
-0.45%
-$73,756.8 
TSLX Sixth Street Specialty Lending Inc.
-0.45%
-$67,616.24 
RSG Republic Services, Inc.
-0.44%
-$2,893.51 
JPM JPMorgan Chase & Co.
-0.42%
-$7,408.5 
CIEN Ciena Corporation
-0.41%
-$18,066.12 
FLXR TCW Flexible Income ETF
-0.4%
-$116,539.38 
HALO Halozyme Therapeutics Inc.
-0.4%
-$6,883.01 
CSWC Capital Southwest Corporation
-0.37%
-$31,983.3 
TMO Thermo Fisher Scientific Inc.
-0.37%
-$4,149.18 
EHC Encompass Health Corporation
-0.35%
-$3,340.24 
VSLU Applied Finance Valuation Large Cap ETF
-0.35%
-$4,991.54 
MDT Medtronic plc
-0.35%
-$4,305.92 
SNEX StoneX Group Inc.
-0.34%
-$885.91 
ED Consolidated Edison, Inc.
-0.34%
-$41,926.18 
VLO Valero Energy Corporation
-0.3%
-$7,303.14 
EMN Eastman Chemical Company
-0.3%
-$1,872.88 
WRB W.R. Berkley Corporation
-0.29%
-$1,985.84 
IFF International Flavors & Fragrances Inc.
-0.28%
-$2,338.56 
BAC Bank of America Corporation
-0.26%
-$5,095.36 
RPM RPM International Inc.
-0.26%
-$1,814.28 
REG Regency Centers Corporation
-0.23%
-$1,834.53 
TLCI Touchstone International Equity ETF
-0.16%
-$69,949.33 
HDV iShares Core High Dividend ETF
-0.15%
-$1,071.22 
THG Hanover Insurance Group, Inc.
-0.14%
-$2,428.8 
BANC Banc of California Inc.
-0.14%
-$3,105.03 
ARW Arrow Electronics Inc.
-0.1%
-$977.62 
CGUI Capital Group Ultra Short Income ETF
-0.1%
-$205.05 
HIG The Hartford Insurance Group, Inc.
-0.1%
-$754.13 
JPST JPMorgan Ultra-Short Income ETF
-0.09%
-$184.37 
CTSH Cognizant Technology Solutions Corporation
-0.08%
-$506.52 
GSST Goldman Sachs Access Ultra Short Bond Fund
-0.07%
-$143.47 
CVSB Calvert Ultra-Short Investment Grade ETF
-0.06%
-$122.34 
BNY BlackRock New York Municipal Income Trust
-0.06%
-$789.39 
MSFT Microsoft Corp.
-0.05%
-$2,479.25 
RF Regions Financial Corporation
-0.05%
-$371.16 
GSY Invesco Ultra Short Duration ETF
-0.05%
-$103.33 
BUXX Strive Enhanced Income Short Duration Fund
-0.05%
-$130 
PNFP Pinnacle Financial Partners Inc.
-0.04%
-$3,219.76 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.04%
-$92.69 
UYLD Angel Oak UltraShort Income Fund
-0.04%
-$82.92 
ACA Arcosa Inc.
-0.04%
-$512.49 
ICSH iShares Short Treasury Bond ETF
-0.03%
-$67.31 
OKE ONEOK, Inc.
-0.03%
-$6,549.78 
PB Prosperity Bancshares Inc.
-0.03%
-$206.44 
DE Deere & Company
-0.02%
-$127.04 
CLOX Eldridge AAA CLO ETF
-0.02%
-$40 
PULS PGIM Ultra Short Bond ETF
-0.02%
-$41.71 
TUSI Touchstone Ultra Short Income Fund
-0.02%
-$45.52 
SAIA Saia, Inc.
-0.02%
-$198.72 
EPD Enterprise Products Partners L.P.
-0.01%
-$2,103.07 
RHP Ryman Hospitality Properties, Inc.
-0.01%
-$153.61 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$166.86 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.01%
-$10.27 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5523 | Longs Won 3601/5523 65% | Profit Factor 6.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $570,792.29 |
| Average Win $160,849.85 | Best Trade (Aug 14) $21.85M | Sharpe Ratio -10.03 |
| Average Loss -$49,026.6 | Worst Trade (Aug 01) -$3.19M | Z-Score 10.92 (100%) |
| Commissions $0 | Avg. Trade Length 2y | Expectancy $87,813 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,016 | $2.5M | $4.23M | - | $1.74M | 69.53% | +3.149% |
| ABBV AbbVie Inc. | 62,682 | $11.06M | $15.94M | - | $4.88M | 44.13% | +1.343% |
| ABEQ Absolute Select Value ETF | 610,683 | $16.29M | $23.5M | - | $7.21M | 44.3% | -0.552% |
| ACA Arcosa Inc. | 9,318 | $1.35M | $1.35M | - | $419.4 | 0.03% | -0.038% |
| ADBE Adobe Inc. | 10,766 | $3.86M | $2.68M | - | -$1.18M | -30.56% | -2.288% |
| AEE Ameren Corporation | 8,569 | $714,899.26 | $903,772.43 | - | $188,873.17 | 26.42% | -0.734% |
| AEM Agnico Eagle Mines Limited | 3,647 | $206,604.55 | $716,380.21 | - | $509,775.66 | 246.74% | -3.031% |
| AGCO AGCO Corporation | 15,255 | $1.7M | $1.86M | - | $163,490.36 | 9.63% | -3.815% |
| AGG iShares Core U.S. Aggregate Bond ETF | 387,622 | $41.73M | $37.23M | - | -$4.5M | -10.78% | -0.657% |
| AIZ Assurant Inc. | 3,271 | $530,625.2 | $917,629.98 | - | $387,004.78 | 72.93% | +0.036% |
| ALKT Alkami Technology, Inc. | 40,614 | $1.01M | $770,341.98 | - | -$235,222.89 | -23.39% | +1.702% |
| AMAT Applied Materials, Inc. | 6,438 | $1.03M | $2.94M | - | $1.9M | 183.84% | -2.677% |
| AMLP Alerian MLP ETF | 280,210 | $10.47M | $15.63M | - | $5.16M | 49.31% | -0.747% |
| AMP Ameriprise Financial, Inc. | 3,207 | $1.18M | $1.78M | - | $591,186.35 | 49.93% | +0.297% |
| APD Air Products and Chemicals, Inc. | 2,432 | $696,922.75 | $714,618.88 | - | $17,696.13 | 2.54% | -0.474% |
| APTV Aptiv PLC | 26,158 | $1.61M | $1.18M | - | -$426,207.9 | -26.45% | +1.775% |
| ARCC Ares Capital Corporation | 844,971 | $16.71M | $16.64M | - | -$72,409.55 | -0.43% | +0.178% |
| ARW Arrow Electronics Inc. | 4,345 | $522,343.05 | $932,024.22 | - | $409,681.17 | 78.43% | -0.105% |
| ASO Academy Sports and Outdoors, Inc. | 69,272 | $3.7M | $3.74M | - | $44,029.03 | 1.19% | +5.689% |
| ATO Atmos Energy Corporation | 4,147 | $497,585.51 | $685,955.27 | - | $188,369.76 | 37.86% | -0.708% |
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FAQ
Which stocks have generated the highest profits for Stephen Michael Mangold?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $41.4M, PIMCO Active Bond Exchange-Traded Fund - $23.21M, Ciena Corporation - $16.76M, SPDR DoubleLine Total Return Tactical ETF - $14.85M, and Vanguard FTSE Emerging Markets ETF - $11.06M. 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: LKQ Corporation - $1.3M, Dollar General Corporation - $1.23M, iShares 20+ Year Treasury Bond ETF - $1.07M, I3 Verticals Inc - $920,181.68, and Visteon Corporation - $600,940.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stephen Michael Mangold's portfolio generate?
The portfolio generates substantial dividend income, with a total of $190.81M earned over time. The largest contributors to dividend income include PIMCO Active Bond Exchange-Traded Fund - $22.44M, VANGUARD FTSE DEVELOPED MARKETS ETF - $15.52M, SPDR DoubleLine Total Return Tactical ETF - $14.78M, Vanguard Total Bond Market Index Fund - $6.21M, and Alerian MLP ETF - $5.5M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stephen Michael Mangold's monthly returns?
Stephen Michael Mangold'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 Stephen Michael Mangold's strategy be considered aggressive or moderate?
Stephen Michael Mangold'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 Stephen Michael Mangold's strategy?
Stephen Michael Mangold's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
