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:
19.54%
Gain -0.06%
Monthly
0.9%
Yearly
11.31%
Drawdown
13.23%
$147.83M
Equity
Holdings
$147.83M
Investment
$126.15M
$23.13M
Profit -$76,288.78
Realized
$1.45M
Unrealized
$21.68M
Dividends
$4.07M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$76,288.78
Win %
65%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$76,288.78
Win %
65%
This Month
Compared to last month
Gain
1.81%
Profit
$2.62M
Win %
65%
This Year
Compared to last year
Gain
1.58%
Profit
$2.3M
Win %
59%
RDDT Reddit Inc Class A
+12.63%
+$19.97 
CPRT Copart Inc.
+7.55%
+$22.2 
SNDK SanDisk Corporation
+7.39%
+$113 
AMD Advanced Micro Devices, Inc.
+6.5%
+$282.42 
FOX Fox Corporation Class B Common Stock
+5.7%
+$16.55 
STX Seagate Technology Holdings plc
+5.65%
+$156.21 
FOXA Fox Corporation
+5.49%
+$17.95 
NRG NRG Energy, Inc.
+5.42%
+$38.94 
LITE Lumentum Holdings Inc.
+5.19%
+$45.73 
HAL Halliburton Company
+4.81%
+$33.18 
GLW Corning Incorporated
+4.7%
+$89.4 
WDC Western Digital Corporation
+4.41%
+$150.57 
MTZ MasTec, Inc. Common Stock
+4.01%
+$22.96 
GFS GlobalFoundries Inc.
+3.59%
+$7.56 
F Ford Motor Company
+3.46%
+$61.44 
WWD Woodward Inc.
+3.35%
+$12.02 
TRGP Targa Resources Corp.
+3.34%
+$35.64 
TPL Texas Pacific Land Corporation
+3.31%
+$68,386.25 
DVN Devon Energy Corporation
+3.29%
+$408.8 
SLB Schlumberger Limited
+3.29%
+$1,710 
PINS Pinterest, Inc. Class A
+3.17%
+$4.44 
NEM Newmont Corporation
+3.13%
+$49.98 
URI United Rentals, Inc.
+2.97%
+$66.5 
WMB The Williams Companies, Inc.
+2.96%
+$28.08 
SPOT Spotify Technology S.A.
+2.93%
+$102.06 
MPWR Monolithic Power Systems, Inc.
+2.9%
+$39.46 
DKNG DraftKings Inc.
+2.83%
+$0.72 
FIX Comfort Systems USA, Inc.
+2.69%
+$46.42 
CVNA Carvana Co.
+2.56%
+$18.9 
OKE ONEOK, Inc.
+2.54%
+$18.8 
FTI TechnipFMC plc
+2.53%
+$11.64 
SNPS Synopsys, Inc.
+2.37%
+$19.5 
VRT Vertiv Holdings Co
+2.36%
+$33.85 
DOW Dow Inc.
+2.34%
+$7.1 
MU Micron Technology, Inc.
+2.3%
+$851.37 
CVS CVS Health Corporation
+2.28%
+$23.87 
HWM Howmet Aerospace Inc.
+2.25%
+$38.16 
TXN Texas Instruments Inc
+2.25%
+$43.05 
UNIT Uniti Group Inc.
+2.25%
+$599.06 
LYB LyondellBasell Industries N.V.
+2.18%
+$9.52 
BKR Baker Hughes Company
+2.17%
+$17.94 
CNC Centene Corporation
+2.17%
+$11.44 
ADI Analog Devices, Inc.
+2.16%
+$32.88 
SYM Symbotic Inc. Class A
+2.15%
+$0.9 
GE General Electric Company
+2.15%
+$270.9 
ARMK Aramark
+2.1%
+$5.12 
TTWO Take-Two Interactive Software, Inc.
+2.08%
+$892.08 
STZ Constellation Brands, Inc.
+2.08%
+$5.66 
TER Teradyne, Inc.
+2.02%
+$24.81 
HLT Hilton Worldwide Holdings Inc.
+1.99%
+$19.17 
DIS The Walt Disney Company
+1.96%
+$258.3 
LNG Cheniere Energy Inc.
+1.94%
+$20.64 
PWR Quanta Services Inc.
+1.93%
+$26 
MCHP Microchip Technology Incorporated
+1.91%
+$11.84 
UCO ProShares Ultra Bloomberg Crude Oil
+1.9%
+$854.7 
LMT Lockheed Martin Corporation
+1.78%
+$277.42 
PYPL PayPal Holdings Inc
+1.77%
+$3.21 
BROS Dutch Bros Inc.
+1.74%
+$89 
SMCI Super Micro Computer Inc
+1.74%
+$4.08 
CAH Cardinal Health Inc.
+1.7%
+$11.79 
TR Tootsie Roll Industries, Inc.
+1.69%
+$575.28 
CI The Cigna Group
+1.64%
+$13.71 
SNX TD Synnex Corporation
+1.63%
+$4.16 
VMC Vulcan Materials Company
+1.61%
+$8.96 
COF Capital One Financial Corporation
+1.57%
+$28.08 
CW Curtiss-Wright Corporation
+1.52%
+$10.48 
DD DuPont de Nemours, Inc.
+1.5%
+$4.32 
FLEX Flex Ltd.
+1.5%
+$22.32 
JCI Johnson Controls International plc
+1.45%
+$15.33 
MCK McKesson Corporation
+1.44%
+$12.31 
KEY KeyCorp
+1.39%
+$6.72 
XLE Energy Select Sector SPDR Fund
+1.39%
+$1,158.55 
CEG Constellation Energy Corporation
+1.39%
+$11.58 
VDE Vanguard Energy ETF
+1.38%
+$714 
ON ON Semiconductor Corporation
+1.35%
+$8.8 
SCI Service Corporation International
+1.33%
+$4.44 
EXPE Expedia Group, Inc.
+1.33%
+$13.14 
GEV GE Vernova Inc.
+1.32%
+$41.49 
LYV Live Nation Entertainment, Inc.
+1.29%
+$7.2 
DDOG Datadog, Inc. Class A Common Stock
+1.28%
+$6.44 
T AT&T Inc.
+1.26%
+$719.82 
NBIX Neurocrine Biosciences Inc.
+1.26%
+$3.8 
BBY Best Buy Co., Inc.
+1.25%
+$5.35 
ITT Itt Inc.
+1.25%
+$2.7 
COR Cencora, Inc.
+1.23%
+$11.43 
WMG Warner Music Group Corp.
+1.22%
+$0.93 
NXPI NXP Semiconductors N.V.
+1.21%
+$14 
IXC iShares Global Energy ETF
+1.2%
+$134 
RAL Ralliant Corporation
+1.19%
+$0.85 
MAR Marriott International Inc. - Class A
+1.19%
+$12.57 
VTRS Viatris Inc.
+1.19%
+$2.47 
CVX Chevron Corporation
+1.16%
+$926.9 
SYF Synchrony Financial
+1.15%
+$7.36 
APD Air Products and Chemicals, Inc.
+1.13%
+$10.35 
RTX RTX Corporation
+1.13%
+$826.68 
KEYS Keysight Technologies, Inc.
+1.12%
+$11.91 
EG Everest Group, Ltd.
+1.11%
+$4.06 
RNR Renaissancere Holdings Ltd.
+1.09%
+$3.5 
ZBH Zimmer Biomet Holdings, Inc.
+1.08%
+$3.24 
CF CF Industries Holdings, Inc.
+1.07%
+$2.5 
HUM Humana Inc.
+1.06%
+$8.16 
CBOE Cboe Global Markets Inc.
+1.04%
+$9.18 
PHIN Phinia Inc.
+1.04%
+$0.77 
EIX Edison International
+1.03%
+$4.38 
KDP Keurig Dr Pepper Inc.
+1.03%
+$4.16 
FNF Fidelity National Financial, Inc.
+1.02%
+$3.5 
NTAP NetApp, Inc.
+1.02%
+$8.36 
LVS Las Vegas Sands Corp.
+1%
+$3.68 
U Unity Software Inc.
+1%
+$2.76 
NI NiSource Inc.
+1%
+$415.38 
STT State Street Corp
+1%
+$7.56 
DG Dollar General Corporation
+0.98%
+$4.8 
CME CME Group Inc.
+0.97%
+$7.77 
MO Altria Group, Inc.
+0.95%
+$62 
PPL PPL Corporation
+0.95%
+$3.74 
LIN Linde plc
+0.95%
+$18.16 
WST West Pharmaceutical Services, Inc.
+0.94%
+$3.26 
DTE DTE Energy Company
+0.94%
+$3.93 
XOM Exxon Mobil Corporation
+0.94%
+$1,670.3 
SCHW Charles Schwab Corporation
+0.94%
+$443.93 
HEI.A Heico Corporation
+0.92%
+$2.5 
TDY Teledyne Technologies Incorporated
+0.89%
+$6.01 
APP AppLovin Corporation Class A Common Stock
+0.89%
+$11.08 
LII Lennox International Inc.
+0.89%
+$3.7 
ETR Entergy Corporation
+0.87%
+$3.72 
ROK Rockwell Automation, Inc.
+0.87%
+$162.12 
CNP CenterPoint Energy Inc.
+0.86%
+$3.85 
WBD Warner Bros. Discovery, Inc.
+0.86%
+$7.2 
BG Bunge Global S.A.
+0.85%
+$1.92 
CMS CMS Energy Corporation
+0.85%
+$3.6 
TDG TransDigm Group Inc.
+0.85%
+$10.59 
RVMD Revolution Medicines Inc.
+0.85%
+$1.71 
HUBB Hubbell Inc.
+0.85%
+$4.29 
ULS Ul Solutions Inc.
+0.85%
+$0.65 
CFG Citizens Financial Group, Inc.
+0.84%
+$4.96 
HEI Heico Corporation
+0.84%
+$3.11 
FSLR First Solar, Inc.
+0.84%
+$13.09 
APH Amphenol Corporation
+0.82%
+$13.6 
NVT nVent Electric plc
+0.81%
+$1.38 
WFC Wells Fargo & Company
+0.81%
+$17.04 
AIG American International Group Inc.
+0.8%
+$4.88 
TKO Tko Group Holdings Inc.
+0.8%
+$1.6 
APTV Aptiv PLC
+0.79%
+$1.17 
HBAN Huntington Bancshares Incorporated
+0.79%
+$4.2 
DRI Darden Restaurants, Inc.
+0.79%
+$5.28 
LECO Lincoln Electric Holdings, Inc.
+0.79%
+$2.24 
BDX Becton, Dickinson and Company
+0.79%
+$4.29 
PM Philip Morris International Inc.
+0.78%
+$148 
MDT Medtronic plc
+0.76%
+$6.21 
NWSA News Corporation
+0.76%
+$1.54 
RF Regions Financial Corporation
+0.76%
+$5.28 
PNW Pinnacle West Capital Corporation
+0.76%
+$1.52 
IWO iShares Russell 2000 Growth ETF
+0.75%
+$492.65 
RBLX Roblox Corporation
+0.74%
+$0.56 
NWS News Corporation
+0.73%
+$0.96 
TW Tradeweb Markets Inc.
+0.72%
+$1.52 
GD General Dynamics Corporation
+0.72%
+$341.22 
IBKR Interactive Brokers Group Inc.
+0.7%
+$2.56 
ALLY Ally Financial Inc.
+0.69%
+$2.79 
ACGL Arch Capital Group Ltd
+0.69%
+$4.08 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$7.08 
TEL TE Connectivity plc
+0.69%
+$5.96 
P Everpure Inc.
+0.69%
+$3.24 
UNM Unum Group
+0.68%
+$1.89 
TSLA Tesla, Inc.
+0.68%
+$697.62 
ALNY Alnylam Pharmaceuticals Inc
+0.67%
+$3.06 
UNH UnitedHealth Group Incorporated
+0.67%
+$16.02 
FWONA Liberty Media Corporation
+0.64%
+$1.22 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.64%
+$243.18 
CBRE CBRE Group Inc.
+0.64%
+$3.88 
GLD SPDR Gold Shares
+0.63%
+$1,234.81 
H Hyatt Hotels Corporation
+0.63%
+$1.13 
BAC Bank of America Corporation
+0.62%
+$20.4 
XLU Utilities Select Sector SPDR Fund
+0.61%
+$1,024.92 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$8.91 
EME EMCOR Group, Inc.
+0.61%
+$5.06 
QCOM QUALCOMM Incorporated
+0.61%
+$10 
BA Boeing Company
+0.58%
+$714.22 
MLM Martin Marietta Materials, Inc.
+0.58%
+$3.17 
EXC Exelon Corporation
+0.57%
+$2.86 
LNT Alliant Energy Corporation
+0.57%
+$2.4 
AEE Ameren Corporation
+0.57%
+$2.48 
ATI ATI Inc.
+0.56%
+$1.26 
SLV iShares Silver Trust
+0.55%
+$81.6 
EQH Equitable Holdings, Inc.
+0.55%
+$2.32 
PAG Penske Automotive Group Inc.
+0.54%
+$1.18 
VZ Verizon Communications Inc.
+0.54%
+$281.06 
ELV Elevance Health, Inc.
+0.53%
+$6.3 
TT Trane Technologies plc
+0.53%
+$7.53 
IWM iShares Russell 2000 ETF
+0.52%
+$737.76 
J Jacobs Solutions Inc.
+0.52%
+$1.5 
AIZ Assurant Inc.
+0.52%
+$1.46 
KHC The Kraft Heinz Company
+0.51%
+$1.82 
DVA DaVita Inc.
+0.5%
+$1.78 
CRBG Corebridge Financial Inc.
+0.5%
+$2.04 
NTRS Northern Trust Corporation
+0.49%
+$3.72 
GME Gamestop Corp.
+0.48%
+$0.36 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$675.36 
EWBC East West Bancorp Inc.
+0.47%
+$1.28 
WSO Watsco Inc.
+0.47%
+$1.46 
ROP Roper Technologies Inc.
+0.46%
+$1.84 
TPR Tapestry Inc.
+0.46%
+$2.95 
DFAT Dimensional US Targeted Value ETF
+0.46%
+$35,242.35 
FTAI FTAI Aviation Ltd.
+0.45%
+$1.96 
DVY iShares Select Dividend ETF
+0.45%
+$253.82 
GM General Motors Company
+0.44%
+$6.08 
C Citigroup Inc.
+0.43%
+$7.8 
RPM RPM International Inc.
+0.43%
+$1.47 
PSX Phillips 66
+0.43%
+$6 
AFG American Financial Group Inc.
+0.42%
+$1.22 
LNN Lindsay Corporation
+0.42%
+$13.44 
MKC McCormick & Company, Incorporated
+0.4%
+$0.22 
MA Mastercard Incorporated
+0.4%
+$18 
RL Ralph Lauren Corporation
+0.4%
+$1.53 
DFSV Dimensional US Small Cap Value ETF
+0.39%
+$380.8 
USB U.S. Bancorp
+0.38%
+$4.25 
ED Consolidated Edison, Inc.
+0.38%
+$1.64 
ADM Archer-Daniels-Midland Co
+0.37%
+$2.1 
VIS Vanguard Industrials ETF
+0.37%
+$161.04 
DFAS Dimensional U.S. Small Cap ETF
+0.37%
+$24,422.42 
SKYQ Sky Quarry Inc.
+0.36%
+$6.25 
ALL Allstate Corporation
+0.36%
+$3.72 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$280 
DASH DoorDash, Inc.
+0.35%
+$1.52 
XBI SPDR S&P Biotech ETF
+0.35%
+$49.5 
PGR Progressive Corporation
+0.35%
+$2.92 
WAB Wabtec Corporation
+0.35%
+$3.12 
D Dominion Energy, Inc.
+0.34%
+$2.3 
KO The Coca-Cola Company
+0.33%
+$265.35 
MTB M&T Bank Corporation
+0.33%
+$1.68 
RS Reliance Inc.
+0.33%
+$2.78 
CDNS Cadence Design Systems, Inc.
+0.32%
+$2.1 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$737.5 
THC Tenet Healthcare Corporation
+0.32%
+$1.7 
MSI Motorola Solutions, Inc.
+0.32%
+$2.94 
IJS iShares S&P Small-Cap 600 Value ETF
+0.31%
+$201.95 
PRU Prudential Financial, Inc.
+0.3%
+$1.9 
DFAR Dimensional US Real Estate ETF
+0.3%
+$17,318.24 
MNST Monster Beverage Corporation
+0.3%
+$2.52 
MRP Millrose Properties Inc.
+0.3%
+$1.17 
IWN iShares Russell 2000 Value ETF
+0.29%
+$245.52 
CINF Cincinnati Financial Corporation
+0.29%
+$2 
AFL Aflac Inc.
+0.29%
+$3.5 
ING ING Groep N.V. Sponsored ADR
+0.28%
+$116.7 
L Loews Corporation
+0.28%
+$1.55 
HDV iShares Core High Dividend ETF
+0.27%
+$52 
BSX Boston Scientific Corporation
+0.27%
+$0.98 
ADT ADT Inc.
+0.27%
+$0.08 
VO Vanguard Mid-Cap ETF
+0.26%
+$365.2 
VNQ Vanguard Real Estate ETF
+0.25%
+$721.5 
VB Vanguard Small-Cap ETF
+0.24%
+$327 
XEL Xcel Energy Inc.
+0.24%
+$1.52 
CAT Caterpillar Inc.
+0.23%
+$9.85 
AAPL Apple Inc.
+0.22%
+$3,605.27 
WEC WEC Energy Group Inc.
+0.22%
+$108.96 
MRK Merck & Co., Inc.
+0.21%
+$158.92 
MCD McDonald's Corporation
+0.21%
+$45.24 
NEE NextEra Energy, Inc.
+0.21%
+$144 
TFC Truist Financial Corporation
+0.21%
+$1.54 
DFUV Dimensional US Marketwide Value ETF
+0.21%
+$18,666.72 
FITB Fifth Third Bancorp
+0.21%
+$1.08 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.2%
+$0.84 
PG Procter & Gamble Co
+0.2%
+$8.12 
DOV Dover Corporation
+0.2%
+$1.23 
MET MetLife Inc.
+0.2%
+$2.28 
ES Eversource Energy
+0.19%
+$0.84 
DFLV Dimensional US Large Cap Value ETF
+0.19%
+$1,987.22 
RKLB Rocket Lab Corporation
+0.19%
+$0.75 
ROST Ross Stores, Inc.
+0.16%
+$2 
GILD Gilead Sciences Inc.
+0.16%
+$2.64 
HIG The Hartford Insurance Group, Inc.
+0.15%
+$1.05 
WM Waste Management, Inc.
+0.15%
+$34 
PEG Public Service Enterprise Group Incorporated
+0.14%
+$0.66 
VLTO Veralto Corporation
+0.14%
+$0.42 
IFF International Flavors & Fragrances Inc.
+0.14%
+$0.48 
SDY SPDR S&P Dividend ETF
+0.13%
+$200.2 
WSFS WSFS Financial Corporation
+0.12%
+$88.8 
DFSI Dimensional International Sustainability Core 1 ETF
+0.12%
+$33.11 
LOW Lowe's Companies Inc.
+0.12%
+$1 
MGV Vanguard Mega Cap Value ETF
+0.11%
+$28.5 
SCHV Schwab U.S. Large-Cap Value ETF
+0.11%
+$758.56 
TRMB Trimble Inc.
+0.1%
+$0.24 
TRV The Travelers Companies, Inc.
+0.1%
+$2.16 
GWW W.W. Grainger, Inc.
+0.1%
+$1.26 
UBER Uber Technologies, Inc.
+0.09%
+$0.84 
FXI iShares China Large-Cap ETF
+0.09%
+$5.04 
DFAI Dimensional International Core Equity Market ETF
+0.07%
+$1,137.42 
ERIE Erie Indemnity Company
+0.06%
+$281.46 
WRB W.R. Berkley Corporation
+0.06%
+$0.24 
PCAR PACCAR Inc.
+0.05%
+$0.49 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$296.28 
CSX CSX Corporation
+0.04%
+$0.88 
AFRM Affirm Holdings, Inc.
+0.04%
+$0.24 
CMCSA Comcast Corp
0%
$0 
EA Electronic Arts Inc.
0%
$0 
KVUE Kenvue Inc.
0%
$0 
MMM 3M Company
0%
$0 
OGN Organon & Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 G200
G2004J103
0%
$0 
VCX Fundrise Innovation Fund, LLC
-10.65%
-$164 
AVGO Broadcom Inc.
-5.94%
-$993.2 
GDDY Godaddy Inc.
-5.56%
-$16.77 
AMAT Applied Materials, Inc.
-5.12%
-$218.88 
OKTA Okta Inc.
-4.85%
-$22.56 
SMMT Summit Therapeutics Inc.
-4.64%
-$0.65 
NET Cloudflare Inc.
-4.55%
-$30.1 
TWLO Twilio Inc.
-4.5%
-$33.66 
MYGN Myriad Genetics Inc.
-4.42%
-$49 
DBX Dropbox Inc.
-4.2%
-$1.51 
CG The Carlyle Group Inc.
-4.14%
-$12.78 
TPG TPG Inc.
-3.95%
-$8.72 
HOOD Robinhood Markets, Inc.
-3.83%
-$57.15 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$1,063.92 
HPQ HP Inc.
-3.8%
-$2,948.82 
WDAY Workday Inc.
-3.76%
-$7.77 
GEN Gen Digital Inc.
-3.69%
-$2.18 
ORCL Oracle Corporation
-3.65%
-$513 
ARES Ares Management Corporation
-3.63%
-$10.86 
BX Blackstone Inc.
-3.61%
-$21.56 
ZM Zoom Video Communications, Inc.
-3.53%
-$23.28 
COIN Coinbase Global, Inc.
-3.53%
-$10.86 
VEEV Veeva Systems Inc.
-3.52%
-$8.89 
FTNT Fortinet Inc.
-3.28%
-$48.87 
IOT Samsara Inc. Class A Common Stock
-3.28%
-$1.35 
ALK Alaska Air Group Inc.
-3.24%
-$357.28 
DT Dynatrace, Inc.
-3.17%
-$3.22 
CIEN Ciena Corporation
-3.17%
-$28.04 
FFIV F5 Inc.
-3.08%
-$25.6 
PANW Palo Alto Networks, Inc.
-2.96%
-$2,498.49 
NXT Nextracker Inc.
-2.95%
-$6.16 
RIVN Rivian Automotive, Inc.
-2.91%
-$2,033.2 
IDXX IDEXX Laboratories, Inc.
-2.82%
-$15.97 
BN Brookfield Corporation
-2.79%
-$1,275.12 
PLTR Palantir Technologies Inc.
-2.78%
-$4,090.31 
FIS Fidelity National Information Services, Inc.
-2.74%
-$2.42 
KLAC KLA Corporation
-2.7%
-$113 
PAYX Paychex Inc.
-2.69%
-$10.14 
PTC PTC Inc.
-2.69%
-$8.28 
BE Bloom Energy Corporation
-2.66%
-$12.56 
CRM Salesforce Inc
-2.56%
-$25.8 
NOW ServiceNow, Inc.
-2.55%
-$16.25 
MDB MongoDB Inc.
-2.53%
-$11.96 
SNOW Snowflake Inc.
-2.51%
-$16.92 
ADSK Autodesk, Inc.
-2.44%
-$18.9 
ZS Zscaler Inc.
-2.43%
-$4.58 
ADBE Adobe Inc.
-2.39%
-$647 
LLY Eli Lilly and Company
-2.38%
-$865.2 
ANET Arista Networks, Inc.
-2.36%
-$48 
VRSK Verisk Analytics Inc.
-2.3%
-$4.27 
FICO Fair Isaac Corporation
-2.24%
-$24.92 
ODFL Old Dominion Freight Line, Inc.
-2.21%
-$14.28 
BURL Burlington Stores Inc.
-2.15%
-$7.65 
DAL Delta Air Lines, Inc.
-2.15%
-$35.28 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$21.38 
INSM Insmed Inc.
-2.05%
-$2.59 
IQV IQVIA Holdings Inc.
-2.01%
-$9.72 
INTC Intel Corporation
-1.97%
-$238.96 
APO Apollo Global Management, Inc.
-1.96%
-$14.1 
JBL Jabil Inc.
-1.96%
-$21.78 
DXCM DexCom, Inc.
-1.89%
-$5.19 
GPN Global Payments Inc.
-1.88%
-$5.34 
HPE Hewlett Packard Enterprise Company
-1.86%
-$21.09 
CDW CDW Corporation
-1.85%
-$5.26 
SN SharkNinja, Inc.
-1.85%
-$3.49 
STLD Steel Dynamics Inc.
-1.83%
-$23.8 
YUM Yum! Brands, Inc.
-1.82%
-$13.7 
CPAY Corpay, Inc.
-1.8%
-$15.28 
HCA HCA Healthcare Inc.
-1.72%
-$14.12 
ISRG Intuitive Surgical, Inc.
-1.69%
-$13.52 
ORLY O'Reilly Automotive Inc.
-1.65%
-$19.89 
CSCO Cisco Systems, Inc.
-1.58%
-$57.28 
RCL Royal Caribbean Group
-1.57%
-$24.4 
CSL Carlisle Companies Inc.
-1.53%
-$11.52 
BRO Brown & Brown Inc.
-1.49%
-$4.28 
BLDR Builders FirstSource, Inc.
-1.43%
-$2.1 
EL The Estée Lauder Companies Inc. Class A
-1.4%
-$3.66 
AIMD Ainos Inc.
-1.39%
-$36 
FDX FedEx Corporation
-1.39%
-$1,912.26 
LH Labcorp Holdings Inc.
-1.38%
-$8.92 
LRCX Lam Research Corporation
-1.38%
-$79.05 
UNP Union Pacific Corporation
-1.38%
-$24.66 
EBAY eBay Inc.
-1.38%
-$14.4 
LUV Southwest Airlines Co.
-1.36%
-$7.93 
TOST Toast Inc.
-1.33%
-$1.88 
FERG Ferguson Enterprises Inc
-1.28%
-$12.72 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$1,269.21 
BMY Bristol-Myers Squibb Company
-1.27%
-$19.68 
ENTG Entegris, Inc.
-1.25%
-$6.15 
NKE Nike, Inc. - Class B
-1.21%
-$105 
IBM International Business Machines Corporation
-1.19%
-$28.2 
ADP Automatic Data Processing Inc.
-1.18%
-$55.59 
STE STERIS plc
-1.18%
-$5.58 
LPLA LPL Financial Holdings Inc.
-1.14%
-$8.58 
FDXF FedEx Freight Holding Company Inc.
-1.12%
-$343.4 
IR Ingersoll Rand Inc.
-1.11%
-$3.76 
TJX The TJX Companies, Inc.
-1.1%
-$18.7 
USFD US Foods Holding Corp
-1.06%
-$7.02 
MSCI MSCI Inc.
-1.06%
-$6.11 
PNR Pentair plc
-1.06%
-$2.84 
CPNG Coupang Inc.
-1.04%
-$0.68 
EW Edwards Lifesciences Corporation
-1.04%
-$5.76 
HSY The Hershey Company
-1.02%
-$5.7 
VRSN Verisign Inc.
-1.01%
-$5.82 
RMD ResMed Inc.
-1.01%
-$4.56 
ALLE Allegion plc
-1%
-$3.32 
UPS United Parcel Service, Inc.
-0.98%
-$9.36 
CRWV CoreWeave, Inc.
-0.97%
-$1,283.38 
KR Kroger Co.
-0.94%
-$9.18 
UL Unilever PLC Sponsored American Depositary Receipt
-0.94%
-$165.2 
TSCO Tractor Supply Company
-0.94%
-$0.68 
AMZN Amazon.com Inc
-0.94%
-$47,206.99 
ULTA Ulta Beauty Inc.
-0.94%
-$4.82 
IP International Paper Company
-0.92%
-$2.28 
JBHT J.B. Hunt Transport Services, Inc.
-0.92%
-$7.83 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.92%
-$658.98 
SPGI S&P Global Inc.
-0.92%
-$7.74 
SPCX Space Exploration Technologies Corp. Class A
-0.91%
-$291.54 
ILMN Illumina, Inc.
-0.91%
-$3.5 
CARR Carrier Global Corporation
-0.9%
-$91.77 
AJG Arthur J. Gallagher & Co.
-0.9%
-$4.56 
OMC Omnicom Group Inc.
-0.89%
-$4.74 
META Meta Platforms Inc Class A
-0.86%
-$875.52 
CASY Casey's General Stores Inc.
-0.86%
-$7.33 
CTSH Cognizant Technology Solutions Corporation
-0.84%
-$2 
HD The Home Depot, Inc.
-0.83%
-$275.48 
PFG Principal Financial Group, Inc.
-0.83%
-$4.75 
MTD Mettler-Toledo International Inc.
-0.82%
-$11.74 
LEN Lennar Corporation
-0.81%
-$2.13 
TRU TransUnion
-0.8%
-$1.95 
UAL United Airlines Holdings, Inc.
-0.8%
-$10.1 
AEO American Eagle Outfitters, Inc.
-0.8%
-$66.3 
SBUX Starbucks Corporation
-0.79%
-$5,713.84 
BLK BlackRock, Inc.
-0.77%
-$9.11 
SOFI SoFi Technologies, Inc.
-0.76%
-$1.54 
OC Owens Corning
-0.76%
-$2.36 
AMCR Amcor plc
-0.76%
-$2.8 
ASTS AST SpaceMobile, Inc.
-0.76%
-$53.46 
DELL Dell Technologies Inc.
-0.75%
-$14.8 
WTW Willis Towers Watson Public Limited Company
-0.72%
-$4.8 
BR Broadridge Financial Solutions, Inc.
-0.71%
-$22.14 
DHI D.R. Horton, Inc.
-0.71%
-$6.42 
MCO Moody's Corporation
-0.71%
-$6.92 
DHR Danaher Corporation
-0.71%
-$4.32 
TOL Toll Brothers Inc
-0.7%
-$2.08 
DGX Quest Diagnostics Inc.
-0.69%
-$4.92 
UHS Universal Health Services, Inc.
-0.69%
-$2.38 
SHW The Sherwin-Williams Company
-0.68%
-$7.35 
SYY Sysco Corporation
-0.67%
-$4.48 
TROW T. Rowe Price Group, Inc.
-0.67%
-$2.96 
TGT Target Corporation
-0.66%
-$7.21 
JNJ Johnson & Johnson
-0.66%
-$586.46 
SSNC SS&C Technologies Holdings Inc.
-0.66%
-$2.7 
EMR Emerson Electric Co.
-0.63%
-$6.24 
AMGN Amgen Inc.
-0.63%
-$812.67 
FAST Fastenal Co.
-0.62%
-$5.12 
PKG Packaging Corporation of America
-0.61%
-$4.71 
AVY Avery Dennison Corporation
-0.6%
-$2.16 
BKNG Booking Holdings Inc.
-0.6%
-$16.64 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$479.75 
QUAL iShares MSCI USA Quality Factor ETF
-0.59%
-$7,757.2 
CTAS Cintas Corporation
-0.59%
-$4.72 
NDAQ Nasdaq, Inc.
-0.58%
-$3.42 
ABNB Airbnb, Inc.
-0.58%
-$4.28 
DE Deere & Company
-0.58%
-$10.59 
CRH CRH plc
-0.56%
-$5.5 
COO The Cooper Companies, Inc.
-0.56%
-$1.29 
AME Ametek Inc.
-0.56%
-$4.29 
GRMN Garmin Ltd.
-0.56%
-$5.19 
SYK Stryker Corporation
-0.55%
-$3.76 
OTIS Otis Worldwide Corporation
-0.55%
-$1.6 
ABBV AbbVie Inc.
-0.54%
-$398.48 
PPG PPG Industries Inc.
-0.54%
-$2.48 
LEN-B Lennar Corporation
-0.54%
-$0.46 
XYL Xylem Inc.
-0.53%
-$2.56 
AOS A. O. Smith Corporation
-0.53%
-$0.66 
CHRW C.H. Robinson Worldwide, Inc.
-0.52%
-$1.56 
MRNA Moderna, Inc.
-0.52%
-$0.66 
A Agilent Technologies Inc.
-0.51%
-$3.04 
FCX Freeport-McMoRan Inc.
-0.51%
-$102 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$549.81 
EXPD Expeditors International of Washington, Inc.
-0.5%
-$2.79 
VHT Vanguard Health Care ETF
-0.48%
-$228 
MS Morgan Stanley
-0.47%
-$113.22 
MGK Vanguard Mega Cap Growth ETF
-0.46%
-$201.6 
MRSH Marsh & McLennan Companies, Inc.
-0.46%
-$3.48 
AXON Axon Enterprise, Inc.
-0.45%
-$2.76 
VUG Vanguard Growth ETF
-0.43%
-$5,939.7 
COHR Coherent Corp.
-0.43%
-$4.2 
IOO iShares Global 100 ETF
-0.42%
-$186 
SGI Somnigroup International Inc.
-0.42%
-$0.56 
TMUS T-Mobile US, Inc.
-0.42%
-$117.04 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.42%
-$2,905.95 
NDSN Nordson Corporation
-0.41%
-$2.54 
ETN Eaton Corporation plc
-0.4%
-$10.92 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$957.61 
BNDX Vanguard Total International Bond ETF
-0.4%
-$24,445.78 
BIIB Biogen Inc.
-0.39%
-$1.64 
GGG Graco Inc.
-0.39%
-$0.96 
WMT Walmart Inc.
-0.39%
-$61.2 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$891.71 
RGA Reinsurance Group of America, Inc.
-0.37%
-$0.93 
VLO Valero Energy Corporation
-0.36%
-$5 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.36%
-$40.58 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.36%
-$1.17 
DJT Trump Media & Technology Group Corp.
-0.36%
-$0.75 
V Visa Inc. Class A
-0.36%
-$258.7 
ATR AptarGroup, Inc.
-0.35%
-$0.94 
WSM Williams-Sonoma, Inc.
-0.35%
-$2.58 
AON Aon plc
-0.35%
-$3.75 
AXP American Express Company
-0.34%
-$8.19 
MAS Masco Corporation
-0.34%
-$1 
ICE Intercontinental Exchange, Inc.
-0.33%
-$2.04 
WAT Waters Corporation
-0.32%
-$2.68 
REGN Regeneron Pharmaceuticals, Inc.
-0.31%
-$2.49 
GS The Goldman Sachs Group, Inc.
-0.31%
-$150.87 
FTV Fortive Corporation
-0.31%
-$1.14 
UTHR United Therapeutics Corporation
-0.31%
-$1.54 
INCY Incyte Corporation
-0.3%
-$1.8 
QDF FlexShares Quality Dividend Index Fund
-0.3%
-$190.68 
MSFT Microsoft Corp.
-0.3%
-$12,442.44 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$115.44 
PH Parker-Hannifin Corporation
-0.28%
-$3.02 
PHM PulteGroup Inc.
-0.28%
-$2.22 
KMB Kimberly-Clark Corporation
-0.28%
-$0.62 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.27%
-$1.7 
MPC Marathon Petroleum Corporation
-0.27%
-$6.65 
SNA Snap-on Inc.
-0.26%
-$2.14 
NWBI Northwest Bancshares Inc.
-0.25%
-$60 
XYZ Block, Inc.
-0.25%
-$1.26 
CB Chubb Limited
-0.25%
-$24.94 
AKAM Akamai Technologies Inc.
-0.24%
-$0.3 
ESGV Vanguard ESG U.S. Stock ETF
-0.24%
-$57.75 
RSG Republic Services, Inc.
-0.24%
-$2.04 
GPC Genuine Parts Company
-0.24%
-$0.96 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$1,352.18 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$9.8 
DECK Deckers Outdoor Corporation
-0.23%
-$0.63 
ROIV Roivant Sciences Ltd
-0.22%
-$0.4 
DFSU Dimensional US Sustainability Core 1 ETF
-0.21%
-$77.7 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.21%
-$63,330.88 
DUHP Dimensional US High Profitability ETF
-0.21%
-$218.43 
Q Qnity Electronics Inc.
-0.2%
-$0.29 
AMP Ameriprise Financial, Inc.
-0.2%
-$2.28 
WTRG Essential Utilities Inc.
-0.2%
-$0.16 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$394.23 
AWK American Water Works Company, Inc.
-0.19%
-$0.78 
VOO Vanguard S&P 500 ETF
-0.19%
-$1,303.84 
IVV iShares Core S&P 500 ETF
-0.18%
-$757.9 
BALL Ball Corp.
-0.18%
-$0.66 
DFUS Dimensional U.S. Equity Market ETF
-0.17%
-$16,572.18 
TIP iShares TIPS Bond ETF
-0.16%
-$83.47 
DFAE Dimensional Emerging Core Equity Market ETF
-0.15%
-$553.98 
IWB iShares Russell 1000 ETF
-0.15%
-$398.66 
DKS Dick's Sporting Goods, Inc.
-0.14%
-$0.58 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$1,425 
GEHC GE HealthCare Technologies Inc.
-0.14%
-$0.5 
GOOGL Alphabet Inc
-0.13%
-$986.7 
QQQM Invesco NASDAQ 100 ETF
-0.13%
-$1,081.97 
BJ BJ's Wholesale Club Holdings, Inc.
-0.13%
-$0.12 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$415.95 
IDCC InterDigital, Inc.
-0.12%
-$252.01 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$31,847.33 
GOOG Alphabet Inc
-0.12%
-$1,991.95 
DLTR Dollar Tree, Inc.
-0.11%
-$0.56 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$92.26 
NFLX Netflix, Inc.
-0.1%
-$62.4 
RJF Raymond James Financial Inc.
-0.1%
-$0.54 
VT Vanguard Total World Stock ETF
-0.09%
-$50.54 
SRE Sempra
-0.08%
-$0.56 
IEX IDEX Corporation
-0.08%
-$0.38 
COST Costco Wholesale Corporation
-0.08%
-$2,167.51 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$38.08 
JPM JPMorgan Chase & Co.
-0.07%
-$75.87 
DFAU Dimensional US Core Equity Market ETF
-0.07%
-$1,333.76 
JNK SPDR Bloomberg High Yield Bond ETF
-0.07%
-$16.31 
MRVL Marvell Technology, Inc.
-0.07%
-$1.12 
NVDA NVIDIA Corporation
-0.06%
-$224 
ITW Illinois Tool Works Inc.
-0.06%
-$0.68 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.06%
-$36.9 
CMI Cummins Inc.
-0.06%
-$1.05 
ROL Rollins, Inc.
-0.06%
-$0.18 
ECL Ecolab Inc.
-0.05%
-$26.7 
IWD iShares Russell 1000 Value ETF
-0.05%
-$107.64 
EFA iShares MSCI EAFE ETF
-0.05%
-$54.5 
PFE Pfizer Inc.
-0.04%
-$0.97 
WBS Webster Financial Corporation
-0.03%
-$0.16 
ATO Atmos Energy Corporation
-0.02%
-$0.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.02%
-$12.52 
CHD Church & Dwight Co., Inc.
-0.02%
-$0.08 
ABT Abbott Laboratories
-0.02%
-$10.9 
SEIC SEI Investments Company
-0.01%
-$0.04 
XPO XPO Inc.
-0.01%
-$0.02 Events
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Dividends
Dividend Analysis
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| Trades 1254 | Longs Won 729/1254 58% | Profit Factor 19.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $207,055.6 |
| Average Win $33,488.93 | Best Trade (Aug 15) $6.37M | Sharpe Ratio -65.29 |
| Average Loss -$2,440.99 | Worst Trade (Aug 18) -$282,577.04 | Z-Score 5.98 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 4d | Expectancy $18,446.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 4 | $519 | $594.12 | - | $75.12 | 14.47% | -0.509% |
| AAPL Apple Inc. | 5,381 | $1.35M | $1.65M | - | $298,382.31 | 22.14% | +0.219% |
| ABBV AbbVie Inc. | 293 | $67,862.64 | $73,091.78 | - | $5,229.14 | 7.71% | -0.542% |
| ABNB Airbnb, Inc. | 4 | $505.5 | $736.24 | - | $230.74 | 45.65% | -0.578% |
| ABT Abbott Laboratories | 545 | $72,998.15 | $60,631.25 | - | -$12,366.9 | -16.94% | -0.018% |
| ACGL Arch Capital Group Ltd | 6 | $545 | $592.26 | - | $47.26 | 8.67% | +0.694% |
| ADBE Adobe Inc. | 100 | $35,275.73 | $26,402 | - | -$8,873.73 | -25.16% | -2.392% |
| ADI Analog Devices, Inc. | 4 | $983 | $1,557.56 | - | $574.56 | 58.45% | +2.157% |
| ADM Archer-Daniels-Midland Co | 7 | $430.43 | $563.15 | - | $132.72 | 30.83% | +0.374% |
| ADP Automatic Data Processing Inc. | 17 | $4,482.39 | $4,640.32 | - | $157.93 | 3.52% | -1.184% |
| ADSK Autodesk, Inc. | 3 | $954 | $754.98 | - | -$199.02 | -20.86% | -2.442% |
| ADT ADT Inc. | 4 | $35 | $29.96 | - | -$5.04 | -14.4% | +0.268% |
| AEE Ameren Corporation | 4 | $410 | $438.96 | - | $28.96 | 7.06% | +0.568% |
| AEO American Eagle Outfitters, Inc. | 510 | $8,762.62 | $8,246.7 | - | -$515.92 | -5.89% | -0.798% |
| AFG American Financial Group Inc. | 2 | $292 | $292.58 | - | $0.58 | 0.2% | +0.419% |
| AFL Aflac Inc. | 10 | $1,112.95 | $1,214.5 | - | $101.55 | 9.12% | +0.289% |
| AFRM Affirm Holdings, Inc. | 8 | $576.68 | $626.8 | - | $50.12 | 8.69% | +0.038% |
| AIG American International Group Inc. | 8 | $629 | $613.12 | - | -$15.88 | -2.52% | +0.802% |
| AIMD Ainos Inc. | 1,800 | $6,237 | $2,556 | - | -$3,681 | -59.02% | -1.389% |
| AIZ Assurant Inc. | 1 | $217 | $282.38 | - | $65.38 | 30.13% | +0.52% |
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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) - $2.13M, VANGUARD TOTAL STOCK MKT ETF - $728,844.23, Vanguard Total International Bond ETF - $354,221.58, Dimensional US Marketwide Value ETF - $287,918.37, and Dimensional U.S. Equity Market ETF - $279,536.87. 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 - $129,233.66, CoreWeave, Inc - $43,450.2, Apple Inc - $31,751.26, iShares Bitcoin Trust - $30,009.25, and iShares Core S&P Mid-Cap ETF - $10,326.16. 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 $4.07M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.96M, VANGUARD TOTAL STOCK MKT ETF - $428,509.41, Vanguard Total International Bond ETF - $355,884.98, Dimensional US Marketwide Value ETF - $175,723.21, and Dimensional US Real Estate ETF - $157,156.85. 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.
