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:
106.43%
Gain +0.8%
Monthly
1%
Yearly
12.63%
Drawdown
23.76%
$2.16B
Equity
Holdings
$2.16B
Investment
$1.84B
$476.29M
Profit +$7.89M
Realized
$156.5M
Unrealized
$319.79M
Dividends
$197.49M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.8%
Profit
$7.89M
Win %
73%
This Week
Compared To Last Week
Gain
0.37%
Profit
$7.89M
Win %
73%
This Month
Compared to last month
Gain
1.94%
Profit
$41.05M
Win %
73%
This Year
Compared to last year
Gain
1.96%
Profit
$41.55M
Win %
72%
TSEM Tower Semiconductor Ltd.
+8.96%
+$81,519.31 
CIEN Ciena Corp.
+6.47%
+$469,637.92 
MXL MaxLinear, Inc.
+6.3%
+$53,556 
TSLA Tesla, Inc.
+6.25%
+$15,341.52 
MSM MSC Industrial Direct Co., Inc. Class A
+5.43%
+$686,437.32 
POWL Powell Industries, Inc.
+4.85%
+$76,868.55 
WCC WESCO International, Inc.
+4.19%
+$28,971.02 
LFUS Littelfuse Inc.
+3.94%
+$21,674.43 
PWR Quanta Services, Inc.
+3.9%
+$50,978.72 
PRIM Primoris Services Corporation
+3.62%
+$38,431.25 
AMAT Applied Materials Inc.
+3.59%
+$68,959.27 
CSCO Cisco Systems, Inc.
+3.43%
+$582,357.5 
DELL Dell Technologies Inc. Class C Common Stock
+3.34%
+$395,958.84 
KLAC KLA Corporation
+3.17%
+$58,111.53 
HONA Honeywell Aerospace Inc.
+2.92%
+$19,061.8 
GEO The GEO Group, Inc.
+2.87%
+$73,322.93 
GVA Granite Construction Incorporated
+2.79%
+$5,156.14 
HUBB Hubbell Inc.
+2.6%
+$16,974.04 
LIND Lindblad Expeditions Holdings, Inc.
+2.6%
+$26,190.92 
AVGO Broadcom Inc.
+2.51%
+$328,289.53 
IRM Iron Mountain Inc.
+2.48%
+$447,037.5 
ARW Arrow Electronics Inc.
+2.47%
+$25,789.16 
KN Knowles Corporation
+2.36%
+$26,295.24 
LEVI Levi Strauss & Co. Class A Common Stock
+2.34%
+$14,948.01 
NVDA NVIDIA Corporation
+2.32%
+$78,429.24 
RRX Regal Rexnord Corporation
+2.26%
+$12,195.87 
MCHP Microchip Technology Inc.
+2.23%
+$14,373.12 
AVT Avnet Inc.
+2.17%
+$41,189.11 
BNY Bank of New York Mellon Corp.
+2.15%
+$26,164.43 
GNRC Generac Holdings Inc.
+2.13%
+$86,036.37 
WAB Wabtec Corporation
+2.09%
+$33,935.1 
APTV Aptiv PLC
+1.94%
+$28,170.2 
RUSHA Rush Enterprises, Inc. Class A Common Stock
+1.92%
+$4,107.02 
DOV Dover Corporation
+1.86%
+$14,643.37 
URI United Rentals Inc.
+1.83%
+$29,146.63 
ICHR Ichor Holdings, Ltd.
+1.79%
+$9,307.16 
AZZ AZZ Inc.
+1.73%
+$14,907.34 
GILD Gilead Sciences Inc.
+1.68%
+$267,602.27 
AVNW Aviat Networks, Inc. Common Stock
+1.67%
+$11,863.36 
RHP Ryman Hospitality Properties, Inc.
+1.61%
+$45,345.91 
EMN Eastman Chemical Co.
+1.54%
+$10,633 
VTRS Viatris Inc.
+1.53%
+$7,370.27 
GTX Garrett Motion Inc.
+1.49%
+$28,684.48 
VLO Valero Energy Corporation
+1.47%
+$26,463.36 
IEX IDEX Corporation
+1.46%
+$9,185.69 
FER Ferrovial N.V.
+1.45%
+$4,945.68 
GQGU GQG US Equity ETF
+1.44%
+$1.12M 
CPS Cooper-Standard Holdings Inc.
+1.42%
+$14,487.53 
CWEN Clearway Energy Inc. Class C Common Stock
+1.4%
+$246,704.6 
HMN Horace Mann Educators Corporation
+1.38%
+$13,563.52 
LHX L3Harris Technologies, Inc.
+1.38%
+$10,554.9 
CMI Cummins Inc.
+1.34%
+$16,945.75 
HRI Herc Holdings Inc.
+1.28%
+$14,838.72 
GATX GATX Corporation
+1.26%
+$18,237.44 
QQQ Invesco QQQ Trust, Series 1
+1.24%
+$6,586.17 
BWA BorgWarner Inc.
+1.22%
+$6,564.66 
VOT Vanguard Mid-Cap Growth ETF
+1.2%
+$5,839.27 
MAR Marriott International, Inc. Class A Common Stock
+1.19%
+$23,652.11 
AEM Agnico Eagle Mines Limited
+1.16%
+$7,245.94 
MSFT Microsoft Corporation Common Stock
+1.13%
+$61,156.58 
VUG Vanguard Morningstar Growth ETF
+1.05%
+$24,156 
ITT ITT Inc.
+1.05%
+$7,029.96 
FNV Franco-Nevada Corporation
+1.02%
+$15,147.15 
AMP Ameriprise Financial Inc.
+1%
+$16,094.52 
PR Permian Resources Corp Class A Common Stock
+1%
+$9,038.99 
JPM JPMorgan Chase & Co.
+0.98%
+$16,623.8 
LKQ LKQ Corporation
+0.95%
+$36,029.89 
PSMT PriceSmart, Inc.
+0.94%
+$15,106.84 
RGA Reinsurance Group of America, Inc.
+0.92%
+$9,484.29 
MET MetLife, Inc.
+0.92%
+$15,976.87 
IJH iShares Core S&P Mid-Cap ETF
+0.88%
+$118,957.44 
USFD US Foods Holding Corp.
+0.86%
+$7,339.32 
IJR iShares Core S&P Small-Cap ETF
+0.86%
+$114,996.84 
AIZ Assurant Inc.
+0.82%
+$8,311.68 
EDV Vanguard Extended Duration Treasury ETF
+0.78%
+$39,111.04 
VTI Vanguard Total Stock Market ETF
+0.78%
+$3,242.2 
VBK Vanguard Small-Cap Growth ETF
+0.75%
+$1,746.85 
IVV iShares Core S&P 500 ETF
+0.74%
+$843,928.64 
ET Energy Transfer LP
+0.73%
+$124,180.2 
BWB Bridgewater Bancshares, Inc.
+0.73%
+$13,311.6 
LNC Lincoln National Corp.
+0.73%
+$2,617.25 
VOO Vanguard S&P 500 ETF
+0.73%
+$1.2M 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.73%
+$604,536.4 
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$1,604.87 
HALO Halozyme Therapeutics Inc.
+0.69%
+$16,843.2 
UNP Union Pacific Corp.
+0.69%
+$12,753.45 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$20,562.53 
PHYS Sprott Physical Gold Trust
+0.68%
+$3,557.16 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.67%
+$196,546.5 
WRB W. R. Berkley Corporation
+0.67%
+$5,387.55 
RJF Raymond James Financial, Inc.
+0.67%
+$6,377.7 
SOBO South Bow Corporation
+0.66%
+$1,792.58 
AVY Avery Dennison Corporation
+0.66%
+$6,337.2 
HPQ HP Inc.
+0.65%
+$25,836.36 
VICI VICI Properties Inc.
+0.65%
+$82,557.18 
VEA Vanguard FTSE Developed Markets ETF
+0.64%
+$379,366.95 
RYN Rayonier Inc.
+0.64%
+$4,863.84 
THG The Hanover Insurance Group, Inc.
+0.64%
+$12,000.4 
SCHM Schwab U.S. Mid-Cap ETF
+0.64%
+$1,438.36 
KEX Kirby Corporation
+0.63%
+$63,586.32 
GPIX Goldman Sachs S&P 500 Premium Income ETF
+0.63%
+$1,478.75 
PAA Plains All American Pipeline, L.P. Common Units
+0.62%
+$2,403.22 
TMO Thermo Fisher Scientific Inc.
+0.62%
+$10,474.85 
BAC Bank of America Corporation
+0.61%
+$9,331.62 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$104,996.94 
AMLP Alerian MLP ETF
+0.58%
+$89,472.51 
VB Vanguard Small-Cap ETF
+0.58%
+$138,798.56 
DRI Darden Restaurants, Inc.
+0.58%
+$11,382.51 
THC Tenet Healthcare Corp.
+0.57%
+$16,290.01 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$1,280.37 
PB Prosperity Bancshares, Inc.
+0.55%
+$4,542.14 
FANG Diamondback Energy Inc.
+0.54%
+$20,396.25 
BKR Baker Hughes Company
+0.54%
+$2,691 
BANC Banc of California, Inc.
+0.53%
+$11,850.3 
WES Western Midstream Partners, LP
+0.51%
+$1,679.69 
GLD SPDR Gold Shares
+0.51%
+$3,208.94 
DGX Quest Diagnostics Incorporated
+0.5%
+$4,837.2 
RF Regions Financial Corp.
+0.49%
+$3,966.9 
BLBD Blue Bird Corporation
+0.47%
+$3,703.86 
TCBI Texas Capital Bancshares Inc.
+0.46%
+$11,542.73 
EHC Encompass Health Corporation
+0.46%
+$11,116.45 
RBA RB Global Inc.
+0.45%
+$25,393.88 
TLT iShares 20+ Year Treasury Bond ETF
+0.44%
+$138,878.05 
TLCI Touchstone International Equity ETF
+0.44%
+$212,374.44 
USRT iShares Core U.S. REIT ETF
+0.44%
+$71,977.4 
NNN NNN REIT, Inc.
+0.43%
+$72,936.18 
TRV The Travelers Companies, Inc.
+0.43%
+$10,077.03 
VNQ Vanguard Real Estate ETF
+0.41%
+$93,343.2 
COP ConocoPhillips
+0.41%
+$7,277.3 
EMR Emerson Electric Co.
+0.41%
+$2,597.07 
NVGS Navigator Holdings Ltd.
+0.39%
+$10,112.7 
MLPA Global X MLP ETF
+0.39%
+$60,597.37 
SBCF Seacoast Banking Corporation of Florida
+0.37%
+$3,301.75 
T AT&T Inc.
+0.36%
+$52,191.15 
MYE Myers Industries, Inc.
+0.34%
+$4,549.82 
SNEX StoneX Group Inc.
+0.33%
+$749.8 
HRB H&R Block Inc.
+0.32%
+$44,589.76 
CLH Clean Harbors, Inc.
+0.32%
+$37,275.53 
BC Brunswick Corporation
+0.32%
+$15,794.52 
PNFP Pinnacle Financial Partners Inc.
+0.31%
+$35,943.57 
VSLU Applied Finance Valuation Large Cap ETF
+0.3%
+$3,831.9 
SHW The Sherwin-Williams Company
+0.3%
+$2,420.78 
ABEQ Absolute Select Value ETF
+0.3%
+$69,855.77 
RSG Republic Services Inc.
+0.29%
+$2,442.4 
PHM PulteGroup, Inc.
+0.29%
+$1,723.4 
PEG Public Service Enterprise Group Inc.
+0.28%
+$2,561.44 
STAG STAG Industrial, Inc.
+0.27%
+$1,903.3 
IXUS iShares Core MSCI Total International Stock ETF
+0.26%
+$1,392.48 
TFIN Triumph Financial Inc.
+0.25%
+$5,835.84 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
+0.25%
+$8,484.75 
WPC W. P. Carey Inc.
+0.25%
+$33,435.36 
IWS iShares Russell Mid-Cap Value ETF
+0.23%
+$8,865.77 
MTDR Matador Resources Company
+0.23%
+$5,130.02 
ABBV AbbVie Inc.
+0.21%
+$38,034.1 
MRTN Marten Transport, Ltd.
+0.21%
+$300.57 
DVN Devon Energy Corporation
+0.2%
+$1,641.57 
TRP TC Energy Corporation
+0.19%
+$4,497.24 
NEE NextEra Energy Inc.
+0.18%
+$1,137.09 
CMC Commercial Metals Company
+0.17%
+$4,076.38 
PGR The Progressive Corporation
+0.17%
+$7,163.63 
IVSS Applied Finance IVS US SMID ETF
+0.16%
+$373.26 
BND Vanguard Total Bond Market ETF
+0.15%
+$74,726.51 
OGE OGE Energy Corp.
+0.14%
+$1,570.73 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.14%
+$206,890.92 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$51,168.12 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
+0.1%
+$1,272.42 
TOTL State Street DoubleLine Total Return Tactical ETF
+0.08%
+$79,380 
FLXR TCW Flexible Income ETF
+0.08%
+$25,254.45 
AEE Ameren Corporation
+0.07%
+$893.75 
ORCL Oracle Corporation
+0.07%
+$1,786.77 
HIG The Hartford Insurance Group, Inc.
+0.06%
+$566.08 
PBA Pembina Pipeline Corp.
+0.06%
+$1,679.13 
KDP Keurig Dr Pepper Inc.
+0.06%
+$744.34 
APD Air Products and Chemicals Inc.
+0.06%
+$425.27 
DTE DTE Energy Company
+0.05%
+$483.21 
BNDX Vanguard Total International Bond ETF
+0.05%
+$1,100.67 
IAGG iShares Core International Aggregate Bond ETF
+0.05%
+$8,195.2 
ROP Roper Technologies Inc.
+0.05%
+$1,600.54 
HTGC Hercules Capital Inc.
+0.03%
+$5,508.95 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,342.79 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$571.15 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$4,676.7 
CRHCF CRH Plc
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQR Equity Residential
0%
$0 
BUXX Strive Enhanced Income Short Maturity ETF
0%
$0 G391
G39104107
0%
$0 OKE
OKE
0%
$0 
OMC Omnicom Group Inc.
-4.5%
-$35,700.84 
SGI Somnigroup International Inc.
-3.72%
-$348,289.7 
ADBE Adobe Inc.
-3.54%
-$114,882 
FISV Fiserv, Inc.
-3.33%
-$50,751.18 
MRK Merck & Co., Inc.
-3.12%
-$551,115.14 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-3.1%
-$39,571.11 
FDS FactSet Research Systems Inc.
-2.92%
-$20,800.19 
VZ Verizon Communications Inc.
-2.91%
-$526,554.6 
AGCO AGCO Corporation
-2.78%
-$16,183.69 
PAYX Paychex Inc.
-2.44%
-$334,299 
SAIA Saia Inc.
-2.39%
-$57,581.92 
JAZZ Jazz Pharmaceuticals plc
-2.34%
-$30,505.89 
ZBH Zimmer Biomet Holdings Inc.
-2.11%
-$16,429.92 
DIS The Walt Disney Company
-2.02%
-$55,885.13 
TGT Target Corp.
-1.97%
-$27,014.95 
STZ Constellation Brands Inc. Class A
-1.71%
-$21,273.17 
CNK Cinemark Holdings, Inc.
-1.66%
-$34,692.9 
MA Mastercard Inc. Class A Common Stock
-1.65%
-$29,910.47 
DG Dollar General Corp.
-1.64%
-$16,449.53 
POOL Pool Corporation
-1.55%
-$111,966.22 
FBTC Fidelity Wise Origin Bitcoin Fund
-1.27%
-$9,614.7 
DE Deere & Company
-1.26%
-$6,495.72 
HSY The Hershey Company Common Stock
-1.23%
-$11,912.16 
KMI Kinder Morgan Inc.
-1.21%
-$34,764.96 
MDT Medtronic plc
-1.2%
-$14,994.42 
HVT Haverty Furniture Companies, Inc.
-1.19%
-$27,926.85 
AAPL Apple Inc.
-1.16%
-$53,375.11 
CBRE CBRE Group Inc. Class A Common Stock
-1.09%
-$23,051.25 
SYK Stryker Corp.
-1.05%
-$13,230.94 
DPZ Domino's Pizza, Inc.
-0.94%
-$6,729.07 
KTB Kontoor Brands Inc.
-0.88%
-$27,545.08 
PFE Pfizer Inc.
-0.87%
-$120,952.47 
CTRN Citi Trends Inc.
-0.86%
-$3,521.31 
TSLX Sixth Street Specialty Lending, Inc.
-0.82%
-$137,298.7 
KNX Knight-Swift Transportation Holdings Inc. Class A Common Stock
-0.81%
-$55,194.97 
MCK McKesson Corporation
-0.78%
-$11,541.42 
CVS CVS Health Corporation Common Stock
-0.77%
-$9,652.32 
TSN Tyson Foods, Inc. Class A Common Stock
-0.76%
-$9,067.41 
PG The Procter & Gamble Company
-0.7%
-$87,393.91 
MO Altria Group, Inc.
-0.67%
-$122,415 
ULTA Ulta Beauty, Inc.
-0.66%
-$4,742.45 
UL Unilever PLC Sponsored ADR
-0.66%
-$10,061.04 
OBDC Blue Owl Capital Corporation
-0.65%
-$920.08 
MPLX MPLX LP
-0.64%
-$111,216.12 
HLMN Hillman Solutions Corp.
-0.62%
-$7,637.27 
SSNC SS&C Technologies Holdings, Inc.
-0.58%
-$61,200.56 
ASO Academy Sports and Outdoors, Inc.
-0.58%
-$30,503.55 
MAS Masco Corporation
-0.58%
-$44,658.88 
HQY HealthEquity, Inc.
-0.58%
-$65,971.8 
KALU Kaiser Aluminum Corporation
-0.57%
-$3,475.09 
HD The Home Depot, Inc.
-0.55%
-$2,373.56 
SHOO Steven Madden Ltd.
-0.51%
-$13,973.74 
REGN Regeneron Pharmaceuticals, Inc.
-0.5%
-$7,041.75 
ED Consolidated Edison Inc.
-0.49%
-$68,721.48 
EPD Enterprise Products Partners L.P.
-0.47%
-$77,537.25 
VWO Vanguard FTSE Emerging Markets ETF
-0.46%
-$75,029.76 
ARCC Ares Capital Corp.
-0.46%
-$79,762.55 
IBM International Business Machines Corporation
-0.42%
-$75,091.98 
LOW Lowe's Companies, Inc.
-0.41%
-$6,914.24 
MAIN Main Street Capital Corporation
-0.4%
-$34,278.96 
OZK Bank OZK
-0.4%
-$7,887.6 
XEL Xcel Energy Inc.
-0.38%
-$1,624.82 
GOOGL Alphabet Inc
-0.37%
-$8,235.53 
ATO Atmos Energy Corporation
-0.36%
-$3,411.92 
HAS Hasbro Inc.
-0.35%
-$70,468.54 
PEP PepsiCo, Inc.
-0.29%
-$33,123.2 
DHI D.R. Horton, Inc.
-0.29%
-$5,230.95 
DUK Duke Energy Corporation
-0.29%
-$37,686.61 
KR The Kroger Co.
-0.26%
-$1,884.75 
STLD Steel Dynamics, Inc.
-0.26%
-$2,342.34 
IFF International Flavors & Fragrances, Inc.
-0.22%
-$2,174.76 
VOXR Vox Royalty Corp. Common Stock
-0.21%
-$2,715.34 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.16%
-$26,068.87 
HDV iShares Core High Dividend ETF
-0.12%
-$805.14 
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF
-0.1%
-$234 
CSWC Capital Southwest Corporation
-0.09%
-$7,550.4 
L Loews Corp.
-0.08%
-$1,224 
CLF Cleveland-Cliffs Inc.
-0.07%
-$1,342 
KO The Coca-Cola Company
-0.07%
-$9,741.49 
META Meta Platforms Inc Class A
-0.06%
-$1,640.41 
EOG EOG Resources, Inc.
-0.06%
-$680.09 
EXP Eagle Materials Inc.
-0.05%
-$1,397.12 
O Realty Income Corp.
-0.05%
-$7,215.63 
BJ BJ's Wholesale Club Holdings, Inc.
-0.05%
-$377.2 
NATL NCR Atleos Corporation
-0.04%
-$740 
RPM RPM International Inc.
-0.04%
-$321.16 
CNP CenterPoint Energy, Inc.
-0.04%
-$291.72 
CLOX Eldridge AAA CLO ETF
-0.02%
-$40 
REG Regency Centers Corporation
-0.01%
-$120.29 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5793 | Longs Won 3817/5793 65% | Profit Factor 5.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $551,828.4 |
| Average Win $152,101.56 | Best Trade (Oct 26) $21.18M | Sharpe Ratio -10.55 |
| Average Loss -$52,772.82 | Worst Trade (Oct 26) -$3.3M | Z-Score 19.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 1d | Expectancy $82,218.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,228 | $2.57M | $4.55M | - | $1.98M | 77.05% | -1.16% |
| ABBV AbbVie Inc. | 62,352 | $11.02M | $17.85M | - | $6.82M | 61.91% | +0.214% |
| ABEQ Absolute Select Value ETF | 596,548 | $15.93M | $23.27M | - | $7.34M | 46.1% | +0.301% |
| ADBE Adobe Inc. | 12,300 | $4.23M | $3.13M | - | -$1.1M | -25.98% | -3.54% |
| AEE Ameren Corporation | 11,172 | $973,585.4 | $1.21M | - | $234,331.24 | 24.07% | +0.074% |
| AEM Agnico Eagle Mines Limited | 3,596 | $204,286.6 | $632,734.18 | - | $428,447.58 | 209.73% | +1.158% |
| AGCO AGCO Corporation | 5,486 | $656,674.2 | $565,880.9 | - | -$90,793.3 | -13.83% | -2.78% |
| AGG iShares Core U.S. Aggregate Bond ETF | 426,401 | $45.39M | $40.97M | - | -$4.42M | -9.75% | +0.125% |
| AIZ Assurant Inc. | 3,552 | $604,668.7 | $1.02M | - | $415,074.98 | 68.65% | +0.822% |
| AMAT Applied Materials Inc. | 5,093 | $816,239.39 | $1.99M | - | $1.17M | 143.83% | +3.589% |
| AMLP Alerian MLP ETF | 288,621 | $10.9M | $15.43M | - | $4.52M | 41.5% | +0.583% |
| AMP Ameriprise Financial Inc. | 3,258 | $1.21M | $1.62M | - | $410,587.4 | 33.96% | +1.004% |
| APD Air Products and Chemicals Inc. | 2,430 | $696,358.63 | $746,799.75 | - | $50,441.12 | 7.24% | +0.057% |
| APTV Aptiv PLC | 33,940 | $1.95M | $1.48M | - | -$468,878.14 | -24.1% | +1.944% |
| ARCC Ares Capital Corp. | 938,383 | $18.5M | $17.41M | - | -$1.09M | -5.87% | -0.456% |
| ARW Arrow Electronics Inc. | 4,969 | $663,991.05 | $1.07M | - | $404,095.5 | 60.86% | +2.474% |
| ASO Academy Sports and Outdoors, Inc. | 87,153 | $4.56M | $5.23M | - | $666,724.36 | 14.62% | -0.58% |
| ATO Atmos Energy Corporation | 5,503 | $709,718.15 | $944,259.77 | - | $234,541.62 | 33.05% | -0.36% |
| AVGO Broadcom Inc. | 40,655 | $4.55M | $13.41M | - | $8.86M | 194.6% | +2.51% |
| AVNW Aviat Networks, Inc. Common Stock | 37,073 | $999,891.02 | $722,552.77 | - | -$277,338.25 | -27.74% | +1.669% |
No 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 Stephen Michael Mangold?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard FTSE Developed Markets ETF - $41.55M, PIMCO Active Bond Exchange-Traded Fund - $23.21M, Ciena Corp - $16.76M, State Street DoubleLine Total Return Tactical ETF - $15.32M, and Vanguard FTSE Emerging Markets ETF - $11.09M. 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 Corp - $1.22M, iShares 20+ Year Treasury Bond ETF - $944,892.64, i3 Verticals Inc. Class A Common Stock - $920,181.68, and Shoe Station Group Inc - $656,969.43. 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 $197.49M earned over time. The largest contributors to dividend income include PIMCO Active Bond Exchange-Traded Fund - $22.44M, Vanguard FTSE Developed Markets ETF - $15.66M, State Street DoubleLine Total Return Tactical ETF - $15.25M, Vanguard Total Bond Market ETF - $6.21M, and Vanguard S&P 500 ETF - $5.59M. 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.
2026 © Marketlog. All Rights Reserved.
