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:
76.87%
Gain -0.93%
Monthly
1.02%
Yearly
12.97%
Drawdown
23.78%
$2.06B
Equity
Holdings
$2.06B
Investment
$1.73B
$466.42M
Profit -$9.9M
Realized
$144.07M
Unrealized
$322.35M
Dividends
$184.11M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.93%
Profit
-$9.9M
Win %
71%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$4.71M
Win %
71%
This Month
Compared to last month
Gain
-0.41%
Profit
-$8.47M
Win %
71%
This Year
Compared to last year
Gain
-0.44%
Profit
-$9.04M
Win %
71%
CNK Cinemark Holdings Inc.
+5%
+$63,540.56 
MXL MaxLinear Inc.
+4.41%
+$56,131.19 
BLBD Blue Bird Corporation
+4.03%
+$23,162.8 
GEO The Geo Group, Inc.
+3.87%
+$88,619.04 
SNEX StoneX Group Inc.
+2.99%
+$7,582.95 
CTRN Citi Trends Inc.
+2.24%
+$36,181.44 
MSFT Microsoft Corp.
+2.15%
+$83,997.09 
DPZ Domino's Pizza Inc.
+2.11%
+$10,334.38 
FISV Fiserv, Inc.
+2.07%
+$26,288.85 
PGR Progressive Corporation
+2.06%
+$73,295 
AVGO Broadcom Inc.
+1.98%
+$277,160.31 
WRB W.R. Berkley Corporation
+1.56%
+$10,849.44 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.56%
+$7,781.28 
EPD Enterprise Products Partners L.P.
+1.52%
+$243,955.54 
GOOGL Alphabet Inc
+1.5%
+$36,252.83 
NVGS Navigator Holdings Ltd.
+1.4%
+$23,316.58 
HQY HealthEquity Inc.
+1.24%
+$121,390.83 
VLO Valero Energy Corporation
+1.18%
+$22,845.72 
CIEN Ciena Corporation
+1.16%
+$57,285.91 
STZ Constellation Brands, Inc.
+1.12%
+$11,312.08 
LFUS Littelfuse Inc.
+0.98%
+$7,160.38 
LBRT Liberty Energy Inc.
+0.96%
+$7,719.49 
RHP Ryman Hospitality Properties, Inc.
+0.93%
+$18,125.98 
KMI Kinder Morgan, Inc.
+0.87%
+$21,646.24 
EOG EOG Resources, Inc.
+0.86%
+$8,134.77 
COP ConocoPhillips
+0.85%
+$12,182.23 
CPS Cooper-Standard Holdings Inc.
+0.83%
+$8,936.19 
AMLP Alerian MLP ETF
+0.81%
+$123,292.68 
PRIM Primoris Services Corporation
+0.79%
+$12,724.16 
OMC Omnicom Group Inc.
+0.78%
+$5,372.16 
KN Knowles Corporation
+0.77%
+$6,958.17 
DY Dycom Industries Inc.
+0.75%
+$1,823.57 
MLPA Global X MLP ETF
+0.74%
+$113,967.7 
VOXR Vox Royalty Corp
+0.72%
+$7,097.64 
PAYX Paychex Inc.
+0.71%
+$87,629.85 
MA Mastercard Incorporated
+0.71%
+$10,256.59 
KO The Coca-Cola Company
+0.69%
+$82,141.92 
DUK Duke Energy Corporation
+0.67%
+$80,217.48 
T AT&T Inc.
+0.64%
+$85,667.82 
PWR Quanta Services Inc.
+0.64%
+$9,486.62 
MO Altria Group, Inc.
+0.61%
+$104,834.25 
BJ BJ's Wholesale Club Holdings, Inc.
+0.55%
+$3,299.19 
THG Hanover Insurance Group, Inc.
+0.53%
+$8,500.88 
ALKT Alkami Technology, Inc.
+0.45%
+$3,249.12 
TSN Tyson Foods Inc.
+0.4%
+$4,358.5 
PR Permian Resources Corporation
+0.35%
+$2,168.39 
APD Air Products and Chemicals, Inc.
+0.34%
+$2,456.3 
STAG Stag Industrial Inc.
+0.34%
+$2,314.48 
IRM Iron Mountain Inc.
+0.33%
+$66,584.41 
EHC Encompass Health Corporation
+0.26%
+$2,252.72 
KEX Kirby Corporation
+0.26%
+$24,389.95 
NVDA NVIDIA Corporation
+0.23%
+$747.79 
MAR Marriott International Inc. - Class A
+0.19%
+$3,101.51 
HIG The Hartford Insurance Group, Inc.
+0.17%
+$1,392.18 
HSY The Hershey Company
+0.16%
+$1,354.08 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$25,338.51 
IBM International Business Machines Corporation
+0.15%
+$20,573.85 
CVS CVS Health Corporation
+0.13%
+$1,506.96 
MPLX MPLX LP
+0.12%
+$19,470.92 
L Loews Corporation
+0.12%
+$2,035.04 
AZZ Azz Inc.
+0.12%
+$1,016.26 
MDT Medtronic plc
+0.11%
+$1,211.04 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$2,892.24 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$572.32 
TUSI Touchstone Ultra Short Income Fund
+0.08%
+$182.1 
VUG Vanguard Growth ETF
+0.07%
+$1,628.16 
CLOX Eldridge AAA CLO ETF
+0.06%
+$119.2 
HAS Hasbro Inc.
+0.05%
+$6,565.6 
OKE ONEOK, Inc.
+0.04%
+$8,733.04 
GQGU GQG US Equity ETF
+0.04%
+$29,952.12 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.03%
+$61.48 
CGUI Capital Group Ultra Short Income ETF
+0.02%
+$41.01 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.02%
+$46.58 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,164.72 
PAAA PGIM AAA CLO ETF
+0.02%
+$40.27 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$3,614.03 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$20.53 
UYLD Angel Oak UltraShort Income Fund
+0.01%
+$13.96 
BUXX Strive Enhanced Income Short Duration Fund
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
HONA Honeywell Aerospace Inc.
-4.33%
-$14,098.7 
ORCL Oracle Corporation
-3.98%
-$80,384.43 
DELL Dell Technologies Inc.
-3.69%
-$413,853.44 
TFIN Triumph Financial, Inc.
-3.42%
-$78,999.48 
GTES Gates Industrial Corporation plc
-3.42%
-$24,737.44 
SGI Somnigroup International Inc.
-3.34%
-$290,873.43 
RPM RPM International Inc.
-3.28%
-$24,074.1 
CLF Cleveland-Cliffs Inc.
-3.23%
-$44,318.4 
URI United Rentals, Inc.
-3.11%
-$49,757.5 
DHI D.R. Horton, Inc.
-3.08%
-$51,161.31 
PSMT PriceSmart Inc.
-3%
-$44,969.22 
TSLA Tesla, Inc.
-2.96%
-$7,167.71 
TSEM Tower Semiconductor Ltd.
-2.94%
-$44,481.84 
CRH CRH plc
-2.89%
-$311,529.24 
MYE Myers Industries Inc.
-2.7%
-$40,551.84 
WCC Wesco International Inc.
-2.69%
-$19,390.84 
AGCO AGCO Corporation
-2.6%
-$45,765 
KTB Kontoor Brands Inc.
-2.58%
-$53,493.05 
RUSHA Rush Enterprises Inc.
-2.56%
-$6,150.34 
HPQ HP Inc.
-2.5%
-$76,692.14 
RYN Rayonier Inc.
-2.48%
-$21,867.84 
MRK Merck & Co., Inc.
-2.42%
-$391,453.56 
KLAC KLA Corporation
-2.42%
-$76,163.35 
SHW The Sherwin-Williams Company
-2.33%
-$16,613.42 
USFD US Foods Holding Corp
-2.3%
-$17,133.77 
PHM PulteGroup Inc.
-2.3%
-$12,736.8 
AAPL Apple Inc.
-2.14%
-$93,064.4 
STLD Steel Dynamics Inc.
-2.13%
-$19,603.06 
DOV Dover Corporation
-2.12%
-$15,233.4 
EMR Emerson Electric Co.
-2.12%
-$11,606.16 
TSLX Sixth Street Specialty Lending Inc.
-2.06%
-$304,273.08 
SAIA Saia, Inc.
-2.02%
-$29,244.96 
EXP Eagle Materials Inc.
-2.02%
-$49,487.36 
HMN Horace Mann Educators Corp.
-1.96%
-$18,063.11 
POWL Powell Industries Inc.
-1.94%
-$39,927.12 
LOW Lowe's Companies Inc.
-1.93%
-$27,942.95 
BANC Banc of California Inc.
-1.89%
-$49,680.4 
DE Deere & Company
-1.88%
-$8,924.55 
DRI Darden Restaurants, Inc.
-1.87%
-$30,637.1 
UNP Union Pacific Corporation
-1.82%
-$32,846 
TRP TC Energy Corporation
-1.82%
-$44,414.44 
CSWC Capital Southwest Corporation
-1.81%
-$156,362.8 
LEVI Levi Strauss & Co.
-1.81%
-$11,497.2 
GPOR Gulfport Energy Corporation
-1.78%
-$25,946.08 
HD The Home Depot, Inc.
-1.72%
-$7,742.23 
AZO AutoZone Inc.
-1.72%
-$119,214.49 
RF Regions Financial Corporation
-1.71%
-$13,361.76 
IEX IDEX Corporation
-1.65%
-$10,182.4 
BC Brunswick Corporation
-1.64%
-$81,491.52 
JAZZ Jazz Pharmaceuticals plc
-1.64%
-$23,937.76 
PNFP Pinnacle Financial Partners Inc.
-1.63%
-$132,815.1 
WAB Wabtec Corporation
-1.61%
-$23,281.81 
CBRE CBRE Group Inc.
-1.6%
-$35,844.75 
GVA Granite Construction Incorporated
-1.57%
-$3,079.05 
ZBH Zimmer Biomet Holdings, Inc.
-1.54%
-$9,597 
KDP Keurig Dr Pepper Inc.
-1.52%
-$20,426.2 
DTE DTE Energy Company
-1.51%
-$12,998.72 
TCBI Texas Capital Bancshares Inc.
-1.49%
-$33,331.1 
MAS Masco Corporation
-1.45%
-$105,681.42 
DGX Quest Diagnostics Inc.
-1.43%
-$10,971.66 
BKR Baker Hughes Company
-1.43%
-$7,852.8 
HRI Herc Holdings Inc.
-1.41%
-$11,927.83 
MAIN Main Street Capital Corporation
-1.41%
-$113,447.1 
SOBO South Bow Corporation
-1.4%
-$3,946.91 
CMI Cummins Inc.
-1.4%
-$21,982.5 
BAC Bank of America Corporation
-1.39%
-$26,248.85 
INCY Incyte Corporation
-1.36%
-$13,780.8 
GTX Garrett Motion Inc.
-1.35%
-$32,865.76 
NNN NNN REIT, Inc.
-1.35%
-$254,336.69 
KNX Knight-Swift Transportation Holdings Inc.
-1.34%
-$143,761.22 
CMC Commercial Metals Company
-1.34%
-$26,717.8 
LKQ LKQ Corporation
-1.34%
-$67,534.54 
DHR Danaher Corporation
-1.33%
-$11,608.96 
BWA BorgWarner Inc.
-1.31%
-$8,453.38 
MRTN Marten Transport, Ltd.
-1.3%
-$2,582.44 
DIS The Walt Disney Company
-1.29%
-$27,183.24 
AVY Avery Dennison Corporation
-1.28%
-$9,384.95 
PEP PepsiCo, Inc.
-1.21%
-$122,981.1 
PFE Pfizer Inc.
-1.2%
-$129,627.3 
IFF International Flavors & Fragrances Inc.
-1.19%
-$9,061.92 
MCK McKesson Corporation
-1.18%
-$9,900.19 
ASO Academy Sports and Outdoors, Inc.
-1.18%
-$39,485.04 
ED Consolidated Edison, Inc.
-1.18%
-$149,574.14 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$11,681.29 
EDV Vanguard Extended Duration Treasury ETF
-1.16%
-$53,671.68 
PBA Pembina Pipeline Corporation
-1.13%
-$31,003.32 
OZK Bank OZK
-1.11%
-$21,682.14 
CSCO Cisco Systems, Inc.
-1.11%
-$218,909.6 
OBDC Blue Owl Capital Corporation
-1.09%
-$2,170.8 
MET MetLife Inc.
-1.07%
-$19,171.82 
ADBE Adobe Inc.
-1.06%
-$27,022.55 
PEG Public Service Enterprise Group Incorporated
-1.03%
-$8,360.01 
AEE Ameren Corporation
-1.01%
-$9,682.97 
ARCC Ares Capital Corporation
-0.99%
-$160,544.49 
RBA Rb Global Inc.
-0.95%
-$64,379.1 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.93%
-$30,723 
HALO Halozyme Therapeutics Inc.
-0.93%
-$11,525.1 
WPC W. P. Carey Inc.
-0.91%
-$133,622.64 
HRB H&R Block Inc.
-0.9%
-$106,675.5 
NEE NextEra Energy, Inc.
-0.9%
-$6,277.6 
AVNW Aviat Networks, Inc.
-0.84%
-$5,675.77 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$108,897.2 
O Realty Income Corporation
-0.81%
-$117,001.74 
RSG Republic Services, Inc.
-0.8%
-$5,309.74 
GILD Gilead Sciences Inc.
-0.8%
-$108,664.97 
DG Dollar General Corporation
-0.8%
-$6,629 
PATK Patrick Industries Inc.
-0.78%
-$13,450.86 
KR Kroger Co.
-0.78%
-$3,991.42 
GNRC Generac Holdings Inc.
-0.77%
-$33,978.34 
EMN Eastman Chemical Company
-0.76%
-$4,750.7 
HUBB Hubbell Inc.
-0.76%
-$5,273 
AMAT Applied Materials, Inc.
-0.75%
-$25,494.42 
TLT iShares 20+ Year Treasury Bond ETF
-0.74%
-$10,542.42 
AVT Avnet Inc.
-0.74%
-$9,677.43 
IEFA iShares Core MSCI EAFE ETF
-0.71%
-$118,551.88 
HVT Haverty Furniture Companies Inc.
-0.7%
-$11,292.84 
PB Prosperity Bancshares Inc.
-0.69%
-$5,264.22 
TLCI Touchstone International Equity ETF
-0.68%
-$307,176.04 
HTGC Hercules Capital Inc.
-0.68%
-$110,705.89 
VB Vanguard Small-Cap ETF
-0.68%
-$162,250 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.67%
-$389,023.23 
REGN Regeneron Pharmaceuticals, Inc.
-0.67%
-$5,111.99 
IWS iShares Russell Mid-Cap Value ETF
-0.67%
-$25,850.92 
ITT Itt Inc.
-0.67%
-$4,631.08 
JPM JPMorgan Chase & Co.
-0.65%
-$11,013.97 
REG Regency Centers Corporation
-0.65%
-$5,660.82 
IJR iShares Core S&P Small-Cap ETF
-0.63%
-$85,662.48 
UL Unilever PLC Sponsored American Depositary Receipt
-0.62%
-$9,289.02 
MTDR Matador Resources Company
-0.61%
-$10,254.09 
RRX Regal Rexnord Corporation
-0.59%
-$3,827.76 
SCHM Schwab U.S. Mid-Cap ETF
-0.57%
-$1,302.8 
PG Procter & Gamble Co
-0.57%
-$60,663.65 
KEYS Keysight Technologies, Inc.
-0.56%
-$3,444.42 
MCHP Microchip Technology Incorporated
-0.56%
-$3,135.15 
VNQ Vanguard Real Estate ETF
-0.54%
-$127,042.39 
VSLU Applied Finance Valuation Large Cap ETF
-0.53%
-$7,340.5 
IVSS Applied Finance IVS US SMID ETF
-0.52%
-$1,224.53 
LHX L3Harris Technologies, Inc.
-0.52%
-$3,388.68 
BWB Bridgewater Bancshares Inc.
-0.5%
-$8,263.42 
AIZ Assurant Inc.
-0.49%
-$4,481.27 
ARW Arrow Electronics Inc.
-0.48%
-$4,345 
MSM MSC Industrial Direct Co., Inc.
-0.48%
-$70,363.2 
VYM Vanguard High Dividend Yield ETF
-0.47%
-$1,050 
NATL NCR Atleos Corporation
-0.46%
-$6,541.48 
AEM Agnico Eagle Mines Limited
-0.46%
-$2,297.61 
VBK Vanguard Small-Cap Growth ETF
-0.45%
-$1,176.24 
ABBV AbbVie Inc.
-0.44%
-$69,577.02 
VO Vanguard Mid-Cap ETF
-0.4%
-$113,800.96 
USRT iShares Core U.S. REIT ETF
-0.39%
-$68,132.88 
IXUS iShares Core International Stock ETF
-0.39%
-$2,088.72 
RGA Reinsurance Group of America, Inc.
-0.38%
-$2,912.94 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.37%
-$567,928.18 
AVB AvalonBay Communities, Inc.
-0.36%
-$2,192.82 
SHOO Steven Madden Ltd.
-0.34%
-$6,051.6 
CNP CenterPoint Energy Inc.
-0.33%
-$2,163.7 
GSY Invesco Ultra Short Duration ETF
-0.32%
-$661.27 
AMP Ameriprise Financial, Inc.
-0.31%
-$5,291.55 
FNV Franco-Nevada Corporation
-0.3%
-$4,098 
CTSH Cognizant Technology Solutions Corporation
-0.29%
-$1,463.28 
OGE Oge Energy Corp.
-0.29%
-$2,220.4 
APTV Aptiv PLC
-0.28%
-$4,185.28 
THC Tenet Healthcare Corporation
-0.27%
-$5,661.88 
CGGO Capital Group Global Growth Equity ETF
-0.26%
-$488.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$96,905.5 
ABEQ Absolute Select Value ETF
-0.25%
-$58,014.89 
HDV iShares Core High Dividend ETF
-0.25%
-$1,666.35 
BND Vanguard Total Bond Market Index Fund
-0.25%
-$111,686.76 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.24%
-$251,459.2 
CWEN Clearway Energy Inc.
-0.24%
-$40,215.84 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.23%
-$37,241.25 
PHYS Sprott Physical Gold Trust
-0.23%
-$1,303.75 
BNDX Vanguard Total International Bond ETF
-0.23%
-$4,461.38 
SYK Stryker Corporation
-0.23%
-$1,773.88 
GLD SPDR Gold Shares
-0.22%
-$1,389.94 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$826.13 
VZ Verizon Communications Inc.
-0.21%
-$33,068.16 
ATO Atmos Energy Corporation
-0.2%
-$1,451.45 
ET Energy Transfer L.P.
-0.2%
-$31,741 
GATX GATX Corporation
-0.19%
-$2,258.62 
ACA Arcosa Inc.
-0.19%
-$2,515.77 
IVV iShares Core S&P 500 ETF
-0.18%
-$195,711.92 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$407.98 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$1,745.68 
VOO Vanguard S&P 500 ETF
-0.14%
-$221,628.66 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.14%
-$115,830.84 
TRV The Travelers Companies, Inc.
-0.13%
-$3,315.36 
FLXR TCW Flexible Income ETF
-0.13%
-$37,593.35 
BNY BlackRock New York Municipal Income Trust
-0.13%
-$1,754.29 
XEL Xcel Energy Inc.
-0.13%
-$1,325.7 
MKSI MKS Instruments Inc.
-0.13%
-$521.52 
HLMN Hillman Solutions Corp.
-0.12%
-$1,262.72 
CLH Clean Harbors Inc.
-0.12%
-$12,063.96 
DVN Devon Energy Corporation
-0.11%
-$748.4 
VICI Vici Properties Inc.
-0.11%
-$13,515.15 
IAGG iShares International Aggregate Bond Fund
-0.1%
-$16,390.4 
ROP Roper Technologies Inc.
-0.08%
-$2,089.2 
FANG Diamondback Energy Inc
-0.08%
-$2,643.52 
SSNC SS&C Technologies Holdings Inc.
-0.07%
-$5,427.8 
POOL Pool Corporation
-0.07%
-$4,617.79 
VOT Vanguard Mid-Cap Growth ETF
-0.06%
-$306 
META Meta Platforms Inc Class A
-0.03%
-$573.67 
RJF Raymond James Financial Inc.
-0.02%
-$159.24 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$40.97 
PULS PGIM Ultra Short Bond ETF
-0.02%
-$41.71 
CVSB Calvert Ultra-Short Investment Grade ETF
-0.01%
-$20.39 
TGT Target Corporation
-0.01%
-$95.88 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5523 | Longs Won 3561/5523 64% | Profit Factor 6.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $540,151.67 |
| Average Win $156,791.26 | Best Trade (Jul 22) $20.34M | Sharpe Ratio -10.5 |
| Average Loss -$46,844.38 | Worst Trade (Jul 24) -$3.51M | Z-Score 17.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 5d | Expectancy $84,451.38 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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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 - $21.81M, Ciena Corporation - $16.76M, SPDR DoubleLine Total Return Tactical ETF - $13.95M, 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 - $1.36M, Dollar General Corporation - $1.23M, iShares 20+ Year Treasury Bond ETF - $1.08M, 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 $184.11M earned over time. The largest contributors to dividend income include PIMCO Active Bond Exchange-Traded Fund - $21.04M, VANGUARD FTSE DEVELOPED MARKETS ETF - $15.52M, SPDR DoubleLine Total Return Tactical ETF - $13.88M, Vanguard Total Bond Market Index Fund - $5.9M, and Vanguard S&P 500 ETF - $5.3M. 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.
