Seneschal Advisors LLC Portfolio
Invests via Seneschal Advisors LLC | Managed by Jeffrey M. Lang, Candace E. Duecker
Invests via Seneschal Advisors LLC
Managed by Jeffrey M. Lang, Candace E. Duecker
Automatically Tracked
Company Profile
Advising creditors and investors in distressed credit, Seneschal Advisors LLC provides portfolio valuation, workout strategies, and restructuring advisory to hedge funds, family offices and lenders across US and international credits. The firm advises on asset-level diligences, cash-flow forecasting, covenant enforcement and sale processes, combining forensic analytics with creditor negotiation support. Engagements typically involve stressed corporate bonds, syndicated loans, and special-situation investments where recovery planning and creditor coordination are required. Revenue derives from retained advisory fees and transaction success fees; the team informs investment committees and supports bid execution and post-acquisition asset management.
Advising creditors and investors in distressed credit, Seneschal Advisors LLC provides portfolio valuation, workout strategies, and restructuring advisory to hedge funds, family offices and lenders across US and international credits. The firm advises on asset-level diligences, cash-flow forecasting, covenant enforcement and sale processes, combining forensic analytics with creditor negotiation support. Engagements typically involve stressed corporate bonds, syndicated loans, and special-situation investments where recovery planning and creditor coordination are required. Revenue derives from retained advisory fees and transaction success fees; the team informs investment committees and supports bid execution and post-acquisition asset management.
Investment Philosophy & Strategy
Focuses on opportunistic, recovery-oriented credit investments and advisory, prioritizing structured, evidence-based valuation and workout plans for stressed corporate bonds, syndicated loans and special situations. Underwriting emphasizes forensic cash-flow analysis, covenant mechanics, and downside recovery scenarios to size positions and negotiate creditor-friendly outcomes. Capital deployment favors event-driven, short-to-medium horizon plays where legal leverage and active creditor coordination improve recovery. Risk discipline centers on conservative recovery assumptions, liquidity management, and fee-aligned advisory that monetizes restructuring expertise.
Focuses on opportunistic, recovery-oriented credit investments and advisory, prioritizing structured, evidence-based valuation and workout plans for stressed corporate bonds, syndicated loans and special situations. Underwriting emphasizes forensic cash-flow analysis, covenant mechanics, and downside recovery scenarios to size positions and negotiate creditor-friendly outcomes. Capital deployment favors event-driven, short-to-medium horizon plays where legal leverage and active creditor coordination improve recovery. Risk discipline centers on conservative recovery assumptions, liquidity management, and fee-aligned advisory that monetizes restructuring expertise.
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:
17.27%
Gain -0.66%
Monthly
0.74%
Yearly
9.3%
Drawdown
13.23%
$145.19M
Equity
Holdings
$145.19M
Investment
$126.15M
$20.49M
Profit -$899,335.84
Realized
$1.45M
Unrealized
$19.04M
Dividends
$4.56M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$899,335.84
Win %
63%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$988,739.2
Win %
63%
This Month
Compared to last month
Gain
0.91%
Profit
$1.31M
Win %
63%
This Year
Compared to last year
Gain
-0.23%
Profit
-$338,365.01
Win %
58%
UCO ProShares Ultra Bloomberg Crude Oil
+4.32%
+$2,919.3 
TRGP Targa Resources Corp.
+3.23%
+$36.48 
NI NiSource Inc.
+3.19%
+$1,300.54 
DKS Dick's Sporting Goods, Inc.
+3.13%
+$8.81 
RTX RTX Corporation
+3.09%
+$1,917.3 
DVN Devon Energy Corporation
+2.96%
+$407.4 
LMT Lockheed Martin Corporation
+2.73%
+$378.82 
FDXF FedEx Freight Holding Company Inc.
+2.71%
+$606 
OKE ONEOK, Inc.
+2.71%
+$19.68 
BKR Baker Hughes Company
+2.6%
+$18.39 
SLB Schlumberger Limited
+2.55%
+$1,235 
LNG Cheniere Energy Inc.
+2.53%
+$28.24 
CMS CMS Energy Corporation
+2.36%
+$9.48 
MSI Motorola Solutions, Inc.
+2.27%
+$20.72 
CVX Chevron Corporation
+2.24%
+$1,982.36 
XLE Energy Select Sector SPDR Fund
+2.23%
+$2,024.06 
FTI TechnipFMC plc
+2.23%
+$9.12 
VDE Vanguard Energy ETF
+2.19%
+$1,219.5 
F Ford Motor Company
+2.11%
+$33.28 
LYB LyondellBasell Industries N.V.
+2.08%
+$9.13 
PM Philip Morris International Inc.
+2.07%
+$414.5 
IXC iShares Global Energy ETF
+2.06%
+$253 
HAL Halliburton Company
+1.99%
+$13.76 
USB U.S. Bancorp
+1.93%
+$18.79 
XOM Exxon Mobil Corporation
+1.92%
+$3,749.74 
WEC WEC Energy Group Inc.
+1.9%
+$912.54 
PEG Public Service Enterprise Group Incorporated
+1.86%
+$7.83 
EXC Exelon Corporation
+1.85%
+$8.63 
UL Unilever PLC Sponsored American Depositary Receipt
+1.84%
+$333.2 
CBOE Cboe Global Markets Inc.
+1.83%
+$16.95 
AEE Ameren Corporation
+1.83%
+$7.6 
IDXX IDEXX Laboratories, Inc.
+1.78%
+$9.77 
BLDR Builders FirstSource, Inc.
+1.73%
+$1.86 
GD General Dynamics Corporation
+1.73%
+$704.22 
ATO Atmos Energy Corporation
+1.72%
+$8.46 
ED Consolidated Edison, Inc.
+1.69%
+$7.42 
ROK Rockwell Automation, Inc.
+1.69%
+$299.25 
TJX The TJX Companies, Inc.
+1.67%
+$26.51 
PPL PPL Corporation
+1.65%
+$6.27 
AIMD Ainos Inc.
+1.58%
+$27.36 
CNP CenterPoint Energy Inc.
+1.58%
+$6.93 
TFC Truist Financial Corporation
+1.55%
+$10.08 
VMC Vulcan Materials Company
+1.53%
+$7.72 
PNW Pinnacle West Capital Corporation
+1.51%
+$3.06 
WMG Warner Music Group Corp.
+1.48%
+$1.37 
CASY Casey's General Stores Inc.
+1.46%
+$9.86 
NEM Newmont Corporation
+1.43%
+$23.24 
SRE Sempra
+1.43%
+$9.36 
PSX Phillips 66
+1.43%
+$24.75 
TMUS T-Mobile US, Inc.
+1.38%
+$329.84 
LNT Alliant Energy Corporation
+1.36%
+$5.49 
AWK American Water Works Company, Inc.
+1.36%
+$5.43 
AFG American Financial Group Inc.
+1.33%
+$3.88 
GE General Electric Company
+1.32%
+$143.85 
CMCSA Comcast Corp
+1.31%
+$4.56 
COST Costco Wholesale Corporation
+1.29%
+$36,341.75 
ALL Allstate Corporation
+1.27%
+$12.16 
CINF Cincinnati Financial Corporation
+1.26%
+$8.44 
MO Altria Group, Inc.
+1.25%
+$92 
D Dominion Energy, Inc.
+1.24%
+$7.8 
MRK Merck & Co., Inc.
+1.24%
+$986.41 
HDV iShares Core High Dividend ETF
+1.23%
+$237.25 
KO The Coca-Cola Company
+1.23%
+$1,033.95 
WMB The Williams Companies, Inc.
+1.23%
+$11.05 
CRH CRH plc
+1.22%
+$10 
WTRG Essential Utilities Inc.
+1.2%
+$0.97 
AIG American International Group Inc.
+1.2%
+$7.6 
MET MetLife Inc.
+1.2%
+$14.4 
MLM Martin Marietta Materials, Inc.
+1.16%
+$5.7 
XLU Utilities Select Sector SPDR Fund
+1.14%
+$1,803.1 
VZ Verizon Communications Inc.
+1.13%
+$540.5 
ES Eversource Energy
+1.11%
+$4.38 
PHIN Phinia Inc.
+1.1%
+$0.64 
RS Reliance Inc.
+1.1%
+$8.95 
WFC Wells Fargo & Company
+1.08%
+$21.36 
PNC The PNC Financial Services Group, Inc.
+1.07%
+$9.22 
VTRS Viatris Inc.
+1.04%
+$2.47 
APTV Aptiv PLC
+1.04%
+$1.41 
ACGL Arch Capital Group Ltd
+1.03%
+$6.12 
NEE NextEra Energy, Inc.
+1.01%
+$640 
WTW Willis Towers Watson Public Limited Company
+1.01%
+$6.26 
ROST Ross Stores, Inc.
+1%
+$11.75 
KR Kroger Co.
+0.99%
+$10.54 
HIG The Hartford Insurance Group, Inc.
+0.99%
+$6.55 
MKC McCormick & Company, Incorporated
+0.98%
+$0.45 
XEL Xcel Energy Inc.
+0.98%
+$5.88 
AON Aon plc
+0.97%
+$8.36 
ETR Entergy Corporation
+0.96%
+$3.98 
JPM JPMorgan Chase & Co.
+0.95%
+$900.61 
CMI Cummins Inc.
+0.95%
+$15.18 
COF Capital One Financial Corporation
+0.94%
+$15.04 
DTE DTE Energy Company
+0.94%
+$3.63 
PKG Packaging Corporation of America
+0.93%
+$6.51 
FERG Ferguson Enterprises Inc
+0.93%
+$8.48 
HD The Home Depot, Inc.
+0.93%
+$276.45 
MAR Marriott International Inc. - Class A
+0.92%
+$10.68 
TPL Texas Pacific Land Corporation
+0.91%
+$18,824.18 
EG Everest Group, Ltd.
+0.91%
+$3.46 
LIN Linde plc
+0.9%
+$17.66 
RNR Renaissancere Holdings Ltd.
+0.88%
+$3.02 
DRI Darden Restaurants, Inc.
+0.86%
+$5.55 
DOV Dover Corporation
+0.85%
+$4.95 
WMT Walmart Inc.
+0.84%
+$135.32 
DOW Dow Inc.
+0.84%
+$2.5 
PGR Progressive Corporation
+0.84%
+$7.2 
KHC The Kraft Heinz Company
+0.84%
+$2.73 
HWM Howmet Aerospace Inc.
+0.83%
+$10.98 
STLD Steel Dynamics Inc.
+0.81%
+$9.8 
MCHP Microchip Technology Incorporated
+0.81%
+$4.8 
H Hyatt Hotels Corporation
+0.79%
+$1.33 
AFL Aflac Inc.
+0.77%
+$9.05 
CME CME Group Inc.
+0.76%
+$6.62 
L Loews Corporation
+0.76%
+$4.12 
EIX Edison International
+0.75%
+$2.49 
MRP Millrose Properties Inc.
+0.74%
+$2.15 
HEI.A Heico Corporation
+0.73%
+$1.68 
BNY BlackRock New York Municipal Income Trust
+0.72%
+$9.27 
PG Procter & Gamble Co
+0.72%
+$31.64 
MNST Monster Beverage Corporation
+0.72%
+$5.85 
TT Trane Technologies plc
+0.71%
+$9.75 
CARR Carrier Global Corporation
+0.71%
+$62.79 
AJG Arthur J. Gallagher & Co.
+0.71%
+$3.54 
JNJ Johnson & Johnson
+0.71%
+$606.81 
SYK Stryker Corporation
+0.7%
+$4.12 
TRV The Travelers Companies, Inc.
+0.7%
+$16.02 
PCAR PACCAR Inc.
+0.69%
+$5.36 
LOW Lowe's Companies Inc.
+0.69%
+$5.36 
DVY iShares Select Dividend ETF
+0.68%
+$370.44 
GM General Motors Company
+0.68%
+$9.12 
MRSH Marsh & McLennan Companies, Inc.
+0.68%
+$5.06 
STZ Constellation Brands, Inc.
+0.67%
+$1.74 
HSY The Hershey Company
+0.66%
+$3.36 
LLY Eli Lilly and Company
+0.66%
+$247.35 
CB Chubb Limited
+0.66%
+$67.28 
XYL Xylem Inc.
+0.65%
+$2.7 
GRMN Garmin Ltd.
+0.64%
+$5.43 
ABBV AbbVie Inc.
+0.63%
+$524.47 
CF CF Industries Holdings, Inc.
+0.63%
+$1.5 
BRO Brown & Brown Inc.
+0.62%
+$1.68 
OTIS Otis Worldwide Corporation
+0.61%
+$1.72 
COO The Cooper Companies, Inc.
+0.6%
+$1.04 
BLK BlackRock, Inc.
+0.59%
+$6.61 
VLO Valero Energy Corporation
+0.59%
+$10.44 
FOX Fox Corporation Class B Common Stock
+0.59%
+$1.68 
ORLY O'Reilly Automotive Inc.
+0.58%
+$6.7 
TW Tradeweb Markets Inc.
+0.58%
+$1.3 
SCI Service Corporation International
+0.57%
+$1.86 
HEI Heico Corporation
+0.57%
+$1.76 
KMB Kimberly-Clark Corporation
+0.57%
+$1.18 
C Citigroup Inc.
+0.56%
+$9.04 
NXPI NXP Semiconductors N.V.
+0.56%
+$6.45 
TXN Texas Instruments Inc
+0.55%
+$10.81 
GEV GE Vernova Inc.
+0.53%
+$14.82 
SPGI S&P Global Inc.
+0.52%
+$4.42 
MTZ MasTec, Inc. Common Stock
+0.52%
+$1.99 
TDG TransDigm Group Inc.
+0.52%
+$5.86 
FAST Fastenal Co.
+0.52%
+$4.16 
T AT&T Inc.
+0.51%
+$278.64 
TPR Tapestry Inc.
+0.5%
+$2.98 
HLT Hilton Worldwide Holdings Inc.
+0.49%
+$5.05 
CI The Cigna Group
+0.48%
+$4.35 
KVUE Kenvue Inc.
+0.48%
+$1.89 
NRG NRG Energy, Inc.
+0.47%
+$2.88 
NTRS Northern Trust Corporation
+0.47%
+$3.08 
VRSK Verisk Analytics Inc.
+0.46%
+$0.85 
KEY KeyCorp
+0.45%
+$1.89 
FNF Fidelity National Financial, Inc.
+0.43%
+$1.19 
FITB Fifth Third Bancorp
+0.41%
+$1.84 
PH Parker-Hannifin Corporation
+0.4%
+$3.81 
ICE Intercontinental Exchange, Inc.
+0.4%
+$2.5 
ITW Illinois Tool Works Inc.
+0.39%
+$4.2 
AAPL Apple Inc.
+0.37%
+$6,887.68 
DLTR Dollar Tree, Inc.
+0.37%
+$1.84 
MPC Marathon Petroleum Corporation
+0.37%
+$12.32 
V Visa Inc. Class A
+0.36%
+$288.55 
ING ING Groep N.V. Sponsored ADR
+0.36%
+$140.04 
SDY SPDR S&P Dividend ETF
+0.35%
+$545.54 
ADM Archer-Daniels-Midland Co
+0.35%
+$2.03 
RF Regions Financial Corporation
+0.35%
+$2.09 
FOXA Fox Corporation
+0.34%
+$1.07 
BALL Ball Corp.
+0.33%
+$1.26 
APO Apollo Global Management, Inc.
+0.32%
+$1.8 
ISRG Intuitive Surgical, Inc.
+0.32%
+$2.72 
SYF Synchrony Financial
+0.32%
+$1.88 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.3%
+$1.1 
HBAN Huntington Bancshares Incorporated
+0.29%
+$1.35 
GPC Genuine Parts Company
+0.29%
+$1.17 
ATR AptarGroup, Inc.
+0.29%
+$0.72 
WRB W.R. Berkley Corporation
+0.28%
+$1.26 
CPRT Copart Inc.
+0.27%
+$0.75 
PAG Penske Automotive Group Inc.
+0.27%
+$0.56 
ZBH Zimmer Biomet Holdings, Inc.
+0.26%
+$0.73 
SNA Snap-on Inc.
+0.24%
+$1.77 
APD Air Products and Chemicals, Inc.
+0.24%
+$2.14 
PFE Pfizer Inc.
+0.24%
+$6.79 
WSFS WSFS Financial Corporation
+0.24%
+$159.84 
AIZ Assurant Inc.
+0.22%
+$0.63 
MGV Vanguard Mega Cap Value ETF
+0.2%
+$49.5 
MCK McKesson Corporation
+0.19%
+$1.91 
DFAR Dimensional US Real Estate ETF
+0.18%
+$9,741.51 
ARMK Aramark
+0.18%
+$0.4 
AMCR Amcor plc
+0.17%
+$0.6 
NWBI Northwest Bancshares Inc.
+0.17%
+$37.5 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$2,988.68 
TIP iShares TIPS Bond ETF
+0.15%
+$78.56 
EWBC East West Bancorp Inc.
+0.15%
+$0.38 
MAS Masco Corporation
+0.14%
+$0.42 
SCHP Schwab U.S. TIPS ETF
+0.14%
+$66.64 
DG Dollar General Corporation
+0.13%
+$0.72 
ADP Automatic Data Processing Inc.
+0.13%
+$6.46 
RGA Reinsurance Group of America, Inc.
+0.13%
+$0.34 
CAT Caterpillar Inc.
+0.12%
+$4.45 
CW Curtiss-Wright Corporation
+0.12%
+$0.6 
OGN Organon & Co.
+0.11%
+$0.17 
LECO Lincoln Electric Holdings, Inc.
+0.11%
+$0.28 
WM Waste Management, Inc.
+0.1%
+$23 
AMGN Amgen Inc.
+0.09%
+$126.69 
LII Lennox International Inc.
+0.09%
+$0.33 
NKE Nike, Inc. - Class B
+0.08%
+$6.3 
GGG Graco Inc.
+0.06%
+$0.15 
DFAI Dimensional International Core Equity Market ETF
+0.06%
+$947.85 
KDP Keurig Dr Pepper Inc.
+0.06%
+$0.26 
CRBG Corebridge Financial Inc.
+0.06%
+$0.24 
UNM Unum Group
+0.04%
+$0.12 
MCD McDonald's Corporation
+0.04%
+$7.02 
DFLV Dimensional US Large Cap Value ETF
+0.04%
+$372.6 
BMY Bristol-Myers Squibb Company
+0.03%
+$0.48 
IFF International Flavors & Fragrances Inc.
+0.02%
+$0.08 
SBUX Starbucks Corporation
+0.01%
+$54.48 
ADT ADT Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
EA Electronic Arts Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 G200
G2004J103
0%
$0 
TWLO Twilio Inc.
-12.15%
-$99.64 
CRWV CoreWeave, Inc.
-11.18%
-$9,706.71 
OKTA Okta Inc.
-10.32%
-$64.59 
MDB MongoDB Inc.
-9.64%
-$35.34 
MRNA Moderna, Inc.
-9.63%
-$45.56 
SMCI Super Micro Computer Inc
-9.43%
-$19.86 
SNOW Snowflake Inc.
-9.27%
-$62.12 
DDOG Datadog, Inc. Class A Common Stock
-8.2%
-$43.67 
FTNT Fortinet Inc.
-8.16%
-$133.66 
PANW Palo Alto Networks, Inc.
-7.88%
-$6,213.66 
NET Cloudflare Inc.
-7.68%
-$48.61 
CRWD CrowdStrike Holdings, Inc.
-7.58%
-$2,299.98 
IOT Samsara Inc. Class A Common Stock
-7.42%
-$3.16 
MYGN Myriad Genetics Inc.
-7.34%
-$111.72 
PLTR Palantir Technologies Inc.
-7.33%
-$12,088.64 
ZS Zscaler Inc.
-7.13%
-$15.72 
UNIT Uniti Group Inc.
-6.66%
-$1,089.2 
FLEX Flex Ltd.
-6.65%
-$78.6 
RKLB Rocket Lab Corporation
-6.5%
-$17.96 
ASTS AST SpaceMobile, Inc.
-6.39%
-$281.16 
HPE Hewlett Packard Enterprise Company
-6.26%
-$69.73 
P Everpure Inc.
-6.21%
-$33.14 
COHR Coherent Corp.
-6.01%
-$45.15 
RVMD Revolution Medicines Inc.
-5.88%
-$11.12 
U Unity Software Inc.
-5.83%
-$15.15 
STX Seagate Technology Holdings plc
-5.82%
-$120.51 
DT Dynatrace, Inc.
-5.49%
-$7 
CIEN Ciena Corporation
-5.31%
-$37.88 
DJT Trump Media & Technology Group Corp.
-5.2%
-$9.62 
AXON Axon Enterprise, Inc.
-5.09%
-$21.22 
NOW ServiceNow, Inc.
-5.08%
-$37.75 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.87%
-$14.72 
SNDK SanDisk Corporation
-4.82%
-$67.18 
WDC Western Digital Corporation
-4.78%
-$119.18 
BE Bloom Energy Corporation
-4.73%
-$22.36 
AMD Advanced Micro Devices, Inc.
-4.61%
-$233.17 
INTC Intel Corporation
-4.58%
-$506.97 
ZM Zoom Video Communications, Inc.
-4.47%
-$26.4 
AKAM Akamai Technologies Inc.
-4.33%
-$4 
APP AppLovin Corporation Class A Common Stock
-4.28%
-$47.76 
NTAP NetApp, Inc.
-4.13%
-$35.5 
HOOD Robinhood Markets, Inc.
-4.11%
-$64.14 
ORCL Oracle Corporation
-4.04%
-$488.7 
ANET Arista Networks, Inc.
-4.04%
-$74.9 
COIN Coinbase Global, Inc.
-4.03%
-$14.8 
MU Micron Technology, Inc.
-3.94%
-$1,430.33 
GME Gamestop Corp.
-3.89%
-$4.36 
DBX Dropbox Inc.
-3.79%
-$1.39 
MRVL Marvell Technology, Inc.
-3.79%
-$63.91 
SMMT Summit Therapeutics Inc.
-3.71%
-$0.57 
JBHT J.B. Hunt Transport Services, Inc.
-3.66%
-$25.86 
CHRW C.H. Robinson Worldwide, Inc.
-3.64%
-$10.46 
LITE Lumentum Holdings Inc.
-3.55%
-$30.84 
SNPS Synopsys, Inc.
-3.55%
-$33.2 
UAL United Airlines Holdings, Inc.
-3.51%
-$35.6 
LRCX Lam Research Corporation
-3.48%
-$164.05 
META Meta Platforms Inc Class A
-3.47%
-$4,374.18 
IBKR Interactive Brokers Group Inc.
-3.47%
-$11.94 
XBI SPDR S&P Biotech ETF
-3.46%
-$466.87 
RBLX Roblox Corporation
-3.44%
-$3.52 
GLW Corning Incorporated
-3.43%
-$57 
HUM Humana Inc.
-3.4%
-$29.4 
AVGO Broadcom Inc.
-3.39%
-$466.4 
ENTG Entegris, Inc.
-3.36%
-$14.79 
DELL Dell Technologies Inc.
-3.26%
-$61.76 
SOFI SoFi Technologies, Inc.
-3.21%
-$5.33 
RIVN Rivian Automotive, Inc.
-3.19%
-$1,834.3 
FFIV F5 Inc.
-3.15%
-$28.8 
SKYQ Sky Quarry Inc.
-3.15%
-$50 
VCX Fundrise Innovation Fund, LLC
-3.14%
-$31.92 
AMAT Applied Materials, Inc.
-3.11%
-$107.14 
RAL Ralliant Corporation
-3.11%
-$2.14 
GFS GlobalFoundries Inc.
-3.02%
-$5.88 
AFRM Affirm Holdings, Inc.
-3%
-$18.2 
WDAY Workday Inc.
-2.99%
-$5.88 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.95%
-$23.89 
THC Tenet Healthcare Corporation
-2.9%
-$15.94 
JBL Jabil Inc.
-2.88%
-$24.84 
CPNG Coupang Inc.
-2.87%
-$1.7 
NFLX Netflix, Inc.
-2.86%
-$1,618.5 
KLAC KLA Corporation
-2.84%
-$99.2 
CRM Salesforce Inc
-2.84%
-$35.02 
HPQ HP Inc.
-2.84%
-$2,168.25 
RDDT Reddit Inc Class A
-2.76%
-$4.41 
SNX TD Synnex Corporation
-2.74%
-$6.98 
GEN Gen Digital Inc.
-2.72%
-$1.35 
ULTA Ulta Beauty Inc.
-2.71%
-$16.51 
ADSK Autodesk, Inc.
-2.63%
-$19.38 
IDCC InterDigital, Inc.
-2.62%
-$5,160 
EBAY eBay Inc.
-2.62%
-$32.2 
XYZ Block, Inc.
-2.61%
-$12.51 
ADBE Adobe Inc.
-2.61%
-$657 
INSM Insmed Inc.
-2.6%
-$2.58 
SN SharkNinja, Inc.
-2.59%
-$5.01 
BURL Burlington Stores Inc.
-2.58%
-$6.9 
DASH DoorDash, Inc.
-2.55%
-$9.86 
XLK State Street Technology Select Sector SPDR ETF
-2.55%
-$6,085.8 
TSLA Tesla, Inc.
-2.54%
-$2,778.4 
FSLR First Solar, Inc.
-2.49%
-$31.22 
ALK Alaska Air Group Inc.
-2.49%
-$211.12 
MSFT Microsoft Corp.
-2.48%
-$112,485.66 
PINS Pinterest, Inc. Class A
-2.47%
-$3.36 
CPAY Corpay, Inc.
-2.46%
-$20.02 
DAL Delta Air Lines, Inc.
-2.43%
-$34.2 
TER Teradyne, Inc.
-2.34%
-$24.14 
IWO iShares Russell 2000 Growth ETF
-2.29%
-$1,326.82 
TTWO Take-Two Interactive Software, Inc.
-2.25%
-$835.16 
VRT Vertiv Holdings Co
-2.25%
-$24.2 
LNN Lindsay Corporation
-2.25%
-$69.72 
WAT Waters Corporation
-2.23%
-$19.84 
CVNA Carvana Co.
-2.23%
-$13.5 
CDW CDW Corporation
-2.22%
-$6.86 
NXT Nextracker Inc.
-2.22%
-$3.7 
SYM Symbotic Inc. Class A
-2.21%
-$0.88 
SPCX Space Exploration Technologies Corp. Class A
-2.21%
-$741.28 
SCHW Charles Schwab Corporation
-2.17%
-$881.39 
GOOGL Alphabet Inc
-2.17%
-$16,248.37 
CSCO Cisco Systems, Inc.
-2.09%
-$73.6 
QQQM Invesco NASDAQ 100 ETF
-2.09%
-$16,919.78 
GDDY Godaddy Inc.
-2.08%
-$6.71 
QQQ Invesco QQQ Trust, Series 1
-2.08%
-$21,574.5 
MTB M&T Bank Corporation
-2.08%
-$9.08 
ROIV Roivant Sciences Ltd
-2.07%
-$3.53 
TOST Toast Inc.
-2.05%
-$2.64 
EL The Estée Lauder Companies Inc. Class A
-2.04%
-$6.55 
MGK Vanguard Mega Cap Growth ETF
-2.02%
-$892.8 
SPOT Spotify Technology S.A.
-2.01%
-$75.11 
GOOG Alphabet Inc
-2%
-$34,411.8 
CBRE CBRE Group Inc.
-1.99%
-$10.8 
CDNS Cadence Design Systems, Inc.
-1.99%
-$12.9 
ILMN Illumina, Inc.
-1.98%
-$10.63 
ATI ATI Inc.
-1.97%
-$3.73 
BJ BJ's Wholesale Club Holdings, Inc.
-1.95%
-$2.02 
EW Edwards Lifesciences Corporation
-1.91%
-$10.11 
IWF iShares Russell 1000 Growth ETF
-1.9%
-$737.88 
VEEV Veeva Systems Inc.
-1.89%
-$5.91 
Q Qnity Electronics Inc.
-1.88%
-$2.25 
HCA HCA Healthcare Inc.
-1.87%
-$17.52 
ETN Eaton Corporation plc
-1.87%
-$45.12 
DKNG DraftKings Inc.
-1.86%
-$0.36 
TRMB Trimble Inc.
-1.85%
-$4.52 
AMZN Amazon.com Inc
-1.83%
-$88,703.1 
VUG Vanguard Growth ETF
-1.82%
-$24,824.9 
WSO Watsco Inc.
-1.8%
-$5.4 
CNC Centene Corporation
-1.8%
-$10.16 
UBER Uber Technologies, Inc.
-1.79%
-$15.3 
LUV Southwest Airlines Co.
-1.79%
-$9.49 
STT State Street Corp
-1.78%
-$11.92 
DE Deere & Company
-1.77%
-$34.54 
LYV Live Nation Entertainment, Inc.
-1.77%
-$9.15 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.77%
-$12,301.85 
NDSN Nordson Corporation
-1.73%
-$11.4 
XLC Communication Services Select Sector SPDR Fund
-1.73%
-$1,365 
DGX Quest Diagnostics Inc.
-1.73%
-$12.42 
MPWR Monolithic Power Systems, Inc.
-1.73%
-$21.59 
IQV IQVIA Holdings Inc.
-1.72%
-$9.3 
ROL Rollins, Inc.
-1.7%
-$5.17 
BX Blackstone Inc.
-1.68%
-$7.34 
DXCM DexCom, Inc.
-1.67%
-$4.38 
LPLA LPL Financial Holdings Inc.
-1.63%
-$10.69 
EXPE Expedia Group, Inc.
-1.62%
-$14.21 
A Agilent Technologies Inc.
-1.59%
-$11.2 
RMD ResMed Inc.
-1.58%
-$7.66 
RL Ralph Lauren Corporation
-1.58%
-$6.17 
VRSN Verisign Inc.
-1.58%
-$9.59 
ARES Ares Management Corporation
-1.56%
-$3.56 
TPG TPG Inc.
-1.56%
-$2.7 
FIX Comfort Systems USA, Inc.
-1.54%
-$22.86 
EEM iShares MSCI Emerging Markets ETF
-1.54%
-$1,298.23 
IWM iShares Russell 2000 ETF
-1.54%
-$1,965.03 
LH Labcorp Holdings Inc.
-1.52%
-$9.88 
SGI Somnigroup International Inc.
-1.51%
-$1.96 
KEYS Keysight Technologies, Inc.
-1.49%
-$15.28 
FICO Fair Isaac Corporation
-1.49%
-$11.44 
ITT Itt Inc.
-1.49%
-$2.98 
DFAE Dimensional Emerging Core Equity Market ETF
-1.47%
-$5,124.31 
BDX Becton, Dickinson and Company
-1.46%
-$8.46 
BKNG Booking Holdings Inc.
-1.41%
-$30.4 
EXPD Expeditors International of Washington, Inc.
-1.41%
-$8.4 
PWR Quanta Services Inc.
-1.41%
-$18.08 
UNH UnitedHealth Group Incorporated
-1.39%
-$33.9 
APH Amphenol Corporation
-1.37%
-$44.8 
TGT Target Corporation
-1.36%
-$14.91 
ESGV Vanguard ESG U.S. Stock ETF
-1.35%
-$322.87 
VB Vanguard Small-Cap ETF
-1.32%
-$1,652.44 
ABNB Airbnb, Inc.
-1.3%
-$9.1 
NVT nVent Electric plc
-1.3%
-$1.89 
CTSH Cognizant Technology Solutions Corporation
-1.29%
-$3.4 
STE STERIS plc
-1.28%
-$5.76 
UHS Universal Health Services, Inc.
-1.28%
-$4.78 
VWO Vanguard FTSE Emerging Markets ETF
-1.24%
-$2,830.21 
QCOM QUALCOMM Incorporated
-1.23%
-$22 
CEG Constellation Energy Corporation
-1.23%
-$10.16 
VRTX Vertex Pharmaceuticals Incorporated
-1.23%
-$12.46 
UTHR United Therapeutics Corporation
-1.22%
-$6.59 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$1,409.48 
TRU TransUnion
-1.19%
-$2.64 
IBM International Business Machines Corporation
-1.17%
-$27.3 
FXI iShares China Large-Cap ETF
-1.15%
-$66.36 
DECK Deckers Outdoor Corporation
-1.14%
-$2.97 
ODFL Old Dominion Freight Line, Inc.
-1.12%
-$6.33 
GS The Goldman Sachs Group, Inc.
-1.11%
-$467.18 
GPN Global Payments Inc.
-1.09%
-$2.76 
XPO XPO Inc.
-1.09%
-$4.11 
FIS Fidelity National Information Services, Inc.
-1.08%
-$0.78 
MSCI MSCI Inc.
-1.06%
-$6.08 
SHW The Sherwin-Williams Company
-1.05%
-$10.59 
CG The Carlyle Group Inc.
-1.05%
-$2.31 
DFUS Dimensional U.S. Equity Market ETF
-1.04%
-$103,574.62 
MTD Mettler-Toledo International Inc.
-1.03%
-$16.97 
DFAS Dimensional U.S. Small Cap ETF
-1.03%
-$63,813.42 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.03%
-$276,023.21 
ON ON Semiconductor Corporation
-1.02%
-$6.04 
BR Broadridge Financial Solutions, Inc.
-1.02%
-$32.04 
SCHX Schwab U.S. Large-Cap ETF
-1.02%
-$43.4 
LEN-B Lennar Corporation
-1.01%
-$0.78 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.01%
-$107.16 
NWSA News Corporation
-1.01%
-$2.13 
EMR Emerson Electric Co.
-1%
-$9.78 
VOO Vanguard S&P 500 ETF
-0.99%
-$6,830.45 
IWB iShares Russell 1000 ETF
-0.99%
-$2,678.09 
MDT Medtronic plc
-0.98%
-$8.46 
EME EMCOR Group, Inc.
-0.98%
-$7.2 
WWD Woodward Inc.
-0.98%
-$3.27 
SPY SPDR S&P 500 ETF Trust
-0.96%
-$1,900.8 
IVV iShares Core S&P 500 ETF
-0.95%
-$3,922.53 
IJR iShares Core S&P Small-Cap ETF
-0.95%
-$1,224.09 
TROW T. Rowe Price Group, Inc.
-0.95%
-$3.84 
ECL Ecolab Inc.
-0.94%
-$487.72 
DFAU Dimensional US Core Equity Market ETF
-0.93%
-$16,505.28 
INCY Incyte Corporation
-0.92%
-$5.2 
LEN Lennar Corporation
-0.91%
-$2.13 
QUAL iShares MSCI USA Quality Factor ETF
-0.91%
-$11,925.34 
IJH iShares Core S&P Mid-Cap ETF
-0.9%
-$1,947 
FDX FedEx Corporation
-0.86%
-$1,037.33 
DFSU Dimensional US Sustainability Core 1 ETF
-0.86%
-$307.1 
CSL Carlisle Companies Inc.
-0.86%
-$5.78 
USFD US Foods Holding Corp
-0.86%
-$5.22 
OMC Omnicom Group Inc.
-0.85%
-$4.14 
VT Vanguard Total World Stock ETF
-0.85%
-$487.35 
J Jacobs Solutions Inc.
-0.83%
-$2.37 
IWN iShares Russell 2000 Value ETF
-0.83%
-$647.28 
WSM Williams-Sonoma, Inc.
-0.82%
-$6.22 
ULS Ul Solutions Inc.
-0.81%
-$0.6 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.8%
-$24,146.05 
NWS News Corporation
-0.79%
-$1.04 
JCI Johnson Controls International plc
-0.77%
-$7.91 
URI United Rentals, Inc.
-0.76%
-$15.96 
DHR Danaher Corporation
-0.76%
-$5.25 
MMM 3M Company
-0.76%
-$8.75 
DVA DaVita Inc.
-0.75%
-$2.85 
YUM Yum! Brands, Inc.
-0.75%
-$5.65 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.75%
-$517.77 
NVDA NVIDIA Corporation
-0.73%
-$2,544 
AEO American Eagle Outfitters, Inc.
-0.72%
-$66.3 
PRU Prudential Financial, Inc.
-0.71%
-$4.15 
SYY Sysco Corporation
-0.71%
-$4.68 
SEIC SEI Investments Company
-0.7%
-$2.94 
VO Vanguard Mid-Cap ETF
-0.7%
-$937.9 
IOO iShares Global 100 ETF
-0.69%
-$301.5 
REGN Regeneron Pharmaceuticals, Inc.
-0.66%
-$5.25 
VHT Vanguard Health Care ETF
-0.65%
-$322.5 
UPS United Parcel Service, Inc.
-0.64%
-$5.67 
DUHP Dimensional US High Profitability ETF
-0.64%
-$667.42 
WST West Pharmaceutical Services, Inc.
-0.64%
-$2.45 
RCL Royal Caribbean Group
-0.64%
-$8.93 
VLTO Veralto Corporation
-0.62%
-$1.87 
FCX Freeport-McMoRan Inc.
-0.61%
-$129 
BN Brookfield Corporation
-0.6%
-$222.64 
ALNY Alnylam Pharmaceuticals Inc
-0.59%
-$2.78 
MS Morgan Stanley
-0.59%
-$118.77 
GILD Gilead Sciences Inc.
-0.58%
-$10.92 
NBIX Neurocrine Biosciences Inc.
-0.58%
-$1.58 
IJS iShares S&P Small-Cap 600 Value ETF
-0.57%
-$341.95 
SLV iShares Silver Trust
-0.55%
-$72.5 
EQH Equitable Holdings, Inc.
-0.54%
-$2.32 
OC Owens Corning
-0.54%
-$1.23 
DD DuPont de Nemours, Inc.
-0.53%
-$1.4 
PAYX Paychex Inc.
-0.53%
-$1.75 
ROP Roper Technologies Inc.
-0.53%
-$2.02 
BBY Best Buy Co., Inc.
-0.52%
-$2.45 
TKO Tko Group Holdings Inc.
-0.52%
-$0.92 
CAH Cardinal Health Inc.
-0.52%
-$3.93 
UNP Union Pacific Corporation
-0.52%
-$8.94 
WBS Webster Financial Corporation
-0.51%
-$3.2 
QDF FlexShares Quality Dividend Index Fund
-0.51%
-$316.67 
BG Bunge Global S.A.
-0.51%
-$1.08 
CSX CSX Corporation
-0.5%
-$10.78 
HUBB Hubbell Inc.
-0.5%
-$2.3 
RJF Raymond James Financial Inc.
-0.5%
-$2.34 
SSNC SS&C Technologies Holdings Inc.
-0.49%
-$2.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$255.35 
FTV Fortive Corporation
-0.48%
-$1.68 
BIIB Biogen Inc.
-0.47%
-$2.22 
MCO Moody's Corporation
-0.47%
-$4.5 
BAC Bank of America Corporation
-0.45%
-$11.73 
IEX IDEX Corporation
-0.42%
-$2 
WAB Wabtec Corporation
-0.41%
-$3.57 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.4%
-$140.89 
GWW W.W. Grainger, Inc.
-0.39%
-$5.2 
GEHC GE HealthCare Technologies Inc.
-0.38%
-$1.35 
JNK SPDR Bloomberg High Yield Bond ETF
-0.38%
-$81.55 
IP International Paper Company
-0.35%
-$0.72 
AMP Ameriprise Financial, Inc.
-0.35%
-$3.53 
GLD SPDR Gold Shares
-0.35%
-$659.05 
AVY Avery Dennison Corporation
-0.34%
-$1.2 
MA Mastercard Incorporated
-0.34%
-$16.56 
NDAQ Nasdaq, Inc.
-0.33%
-$1.86 
CVS CVS Health Corporation
-0.31%
-$3.19 
BROS Dutch Bros Inc.
-0.29%
-$12 
XLV Health Care Select Sector SPDR Fund
-0.29%
-$242.25 
IWD iShares Russell 1000 Value ETF
-0.28%
-$604.44 
PPG PPG Industries Inc.
-0.28%
-$1.2 
ABT Abbott Laboratories
-0.28%
-$158.05 
CFG Citizens Financial Group, Inc.
-0.28%
-$1.4 
COR Cencora, Inc.
-0.26%
-$2.67 
RPM RPM International Inc.
-0.25%
-$0.75 
TDY Teledyne Technologies Incorporated
-0.24%
-$1.51 
BA Boeing Company
-0.23%
-$234.52 
DHI D.R. Horton, Inc.
-0.23%
-$1.92 
PNR Pentair plc
-0.23%
-$0.48 
BNDX Vanguard Total International Bond ETF
-0.22%
-$13,509.51 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.21%
-$1,111.05 
FTAI FTAI Aviation Ltd.
-0.21%
-$0.72 
ALLE Allegion plc
-0.2%
-$0.64 
VIS Vanguard Industrials ETF
-0.2%
-$79.3 
AOS A. O. Smith Corporation
-0.18%
-$0.22 
TR Tootsie Roll Industries, Inc.
-0.18%
-$59.22 
CHD Church & Dwight Co., Inc.
-0.18%
-$0.74 
CTAS Cintas Corporation
-0.17%
-$1.44 
DFAT Dimensional US Targeted Value ETF
-0.16%
-$11,747.45 
TOL Toll Brothers Inc
-0.16%
-$0.43 
AME Ametek Inc.
-0.15%
-$1.14 
FWONA Liberty Media Corporation
-0.15%
-$0.25 
DFSV Dimensional US Small Cap Value ETF
-0.14%
-$130.9 
ERIE Erie Indemnity Company
-0.14%
-$601.75 
AXP American Express Company
-0.14%
-$3.01 
BSX Boston Scientific Corporation
-0.14%
-$0.42 
TEL TE Connectivity plc
-0.13%
-$1.08 
RSG Republic Services, Inc.
-0.13%
-$1.16 
VIG Vanguard Dividend Appreciation ETF
-0.11%
-$118.45 
DFUV Dimensional US Marketwide Value ETF
-0.11%
-$9,333.36 
VNQ Vanguard Real Estate ETF
-0.1%
-$274.17 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$29,686.35 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.1%
-$64.58 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$517.01 
EFA iShares MSCI EAFE ETF
-0.09%
-$98.1 
SCHV Schwab U.S. Large-Cap Value ETF
-0.07%
-$422.9 
PYPL PayPal Holdings Inc
-0.06%
-$0.1 
ELV Elevance Health, Inc.
-0.06%
-$0.75 
PTC PTC Inc.
-0.05%
-$0.19 
ADI Analog Devices, Inc.
-0.04%
-$0.72 
PFG Principal Financial Group, Inc.
-0.04%
-$0.25 
TSCO Tractor Supply Company
-0.04%
-$0.03 
PHM PulteGroup Inc.
-0.04%
-$0.3 
ALLY Ally Financial Inc.
-0.04%
-$0.14 
LVS Las Vegas Sands Corp.
-0.01%
-$0.04 Events
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Dividends
Dividend Analysis
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| Trades 1253 | Longs Won 705/1253 56% | Profit Factor 10.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $197,051.5 |
| Average Win $32,130.19 | Best Trade (Oct 15) $5.9M | Sharpe Ratio -10.01 |
| Average Loss -$3,947.09 | Worst Trade (Oct 15) -$624,635.44 | Z-Score 4.58 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $16,351.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 4 | $519 | $691 | - | $172 | 33.14% | -1.595% |
| AAPL Apple Inc. | 5,381 | $1.35M | $1.85M | - | $499,362.66 | 37.05% | +0.374% |
| ABBV AbbVie Inc. | 293 | $67,862.64 | $83,560.67 | - | $15,698.03 | 23.13% | +0.632% |
| ABNB Airbnb, Inc. | 4 | $505.5 | $688.02 | - | $182.52 | 36.11% | -1.305% |
| ABT Abbott Laboratories | 545 | $72,998.15 | $56,892.55 | - | -$16,105.6 | -22.06% | -0.277% |
| ACGL Arch Capital Group Ltd | 6 | $545 | $601.98 | - | $56.98 | 10.46% | +1.027% |
| ADBE Adobe Inc. | 100 | $35,275.73 | $24,510 | - | -$10,765.73 | -30.52% | -2.611% |
| ADI Analog Devices, Inc. | 4 | $983 | $1,615.08 | - | $632.08 | 64.3% | -0.045% |
| ADM Archer-Daniels-Midland Co | 7 | $430.43 | $582.54 | - | $152.11 | 35.34% | +0.35% |
| ADP Automatic Data Processing Inc. | 17 | $4,482.39 | $4,862.51 | - | $380.12 | 8.48% | +0.133% |
| ADSK Autodesk, Inc. | 3 | $954 | $716.1 | - | -$237.9 | -24.94% | -2.635% |
| ADT ADT Inc. | 4 | $35 | $27.44 | - | -$7.56 | -21.6% | 0.0 |
| AEE Ameren Corporation | 4 | $410 | $422.64 | - | $12.64 | 3.08% | +1.831% |
| AEO American Eagle Outfitters, Inc. | 510 | $8,762.62 | $9,139.2 | - | $376.58 | 4.3% | -0.72% |
| AFG American Financial Group Inc. | 2 | $292 | $295.34 | - | $3.34 | 1.14% | +1.331% |
| AFL Aflac Inc. | 10 | $1,112.95 | $1,189.55 | - | $76.6 | 6.88% | +0.767% |
| AFRM Affirm Holdings, Inc. | 8 | $576.68 | $589.16 | - | $12.48 | 2.16% | -2.997% |
| AIG American International Group Inc. | 8 | $629 | $640.56 | - | $11.56 | 1.84% | +1.201% |
| AIMD Ainos Inc. | 1,800 | $6,237 | $1,755.36 | - | -$4,481.64 | -71.86% | +1.583% |
| AIZ Assurant Inc. | 1 | $217 | $282.5 | - | $65.5 | 30.18% | +0.224% |
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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 Seneschal Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.24M, VANGUARD TOTAL STOCK MKT ETF - $796,469.74, Vanguard Total International Bond ETF - $369,738.22, Dimensional US Marketwide Value ETF - $320,239.8, and Dimensional U.S. Equity Market ETF - $302,737.59. 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: Oracle Corporation - $129,188.66, CoreWeave, Inc - $43,450.2, Apple Inc - $31,751.26, iShares Bitcoin Trust - $30,009.25, and iShares Core S&P Mid-Cap ETF - $9,659.87. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Seneschal Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.56M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.07M, VANGUARD TOTAL STOCK MKT ETF - $496,134.92, Vanguard Total International Bond ETF - $371,401.62, Dimensional US Real Estate ETF - $223,615.6, and Dimensional US Marketwide Value ETF - $208,044.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Seneschal Advisors LLC's monthly returns?
Seneschal Advisors LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Seneschal Advisors LLC's strategy be considered aggressive or moderate?
Seneschal Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Seneschal Advisors LLC's strategy?
Seneschal Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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