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Suzanne Hornick Portfolio
Invests via ASSET PLANNING Corp.ORATION | Managed by Suzanne Hornick
Invests via ASSET PLANNING Corp.ORATION
Managed by Suzanne Hornick
Automatically Tracked
Suzanne Hornick Profile
Suzanne Hornick is a seasoned operating executive recognized for her influential role in the healthcare sector. With a robust career spanning over two decades, she has demonstrated exceptional leadership in managing complex organizations and driving strategic growth initiatives. Her tenure at various leading firms underscores her ability to navigate the evolving landscape of health services, positioning them favorably within competitive markets. Hornick's background includes extensive experience in operational efficiency and business transformation, allowing companies to achieve sustainability amidst regulatory challenges. Her unique insights into industry trends enhance corporate governance frameworks and foster collaborative stakeholder engagement.
Suzanne Hornick is a seasoned operating executive recognized for her influential role in the healthcare sector. With a robust career spanning over two decades, she has demonstrated exceptional leadership in managing complex organizations and driving strategic growth initiatives. Her tenure at various leading firms underscores her ability to navigate the evolving landscape of health services, positioning them favorably within competitive markets. Hornick's background includes extensive experience in operational efficiency and business transformation, allowing companies to achieve sustainability amidst regulatory challenges. Her unique insights into industry trends enhance corporate governance frameworks and foster collaborative stakeholder engagement.
Investment Philosophy & Strategy
Growth opportunities in the healthcare sector drive strategic investment decisions. Suzanne Hornick's deep operational expertise uniquely positions her to identify and capitalize on emerging trends within this dynamic landscape. By leveraging her extensive background in managing complex organizations, she focuses on enhancing service delivery models while fostering collaboration among stakeholders. Her transformative approach emphasizes continuous improvement and adaptability, aligning corporate strategies with market demands. As a leader who thrives on innovation, she empowers teams to embrace change, ensuring sustainable growth amid regulatory challenges.
Growth opportunities in the healthcare sector drive strategic investment decisions. Suzanne Hornick's deep operational expertise uniquely positions her to identify and capitalize on emerging trends within this dynamic landscape. By leveraging her extensive background in managing complex organizations, she focuses on enhancing service delivery models while fostering collaboration among stakeholders. Her transformative approach emphasizes continuous improvement and adaptability, aligning corporate strategies with market demands. As a leader who thrives on innovation, she empowers teams to embrace change, ensuring sustainable growth amid regulatory challenges.
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:
52.39%
Gain +0.45%
Monthly
0.49%
Yearly
6%
Drawdown
22.64%
$226.08M
Equity
Holdings
$226.08M
Investment
$187.07M
$43.31M
Profit +$621,308.93
Realized
$4.3M
Unrealized
$39.01M
Dividends
$17.88M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.45%
Profit
$621,308.93
Win %
81%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$839,138.61
Win %
81%
This Month
Compared to last month
Gain
-0.13%
Profit
-$290,734.49
Win %
81%
This Year
Compared to last year
Gain
6.11%
Profit
$13.01M
Win %
81%
MSFT Microsoft Corp.
+1.7%
+$30,583.77 
SBR Sabine Royalty Trust
+1.38%
+$5,802.54 
PG Procter & Gamble Co
+1.31%
+$5,901.9 
NVDA NVIDIA Corporation
+1.18%
+$9,056.66 
HD The Home Depot, Inc.
+1.11%
+$3,023.59 
SO The Southern Company
+0.73%
+$3,314.85 
DFAR Dimensional US Real Estate ETF
+0.71%
+$37,982.76 
WMT Walmart Inc.
+0.69%
+$1,657.83 
VUG Vanguard Growth ETF
+0.69%
+$1,706.89 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$140,994.06 
BAC Bank of America Corporation
+0.59%
+$1,792 
QQQ Invesco QQQ Trust, Series 1
+0.53%
+$3,083.84 
SPY SPDR S&P 500 ETF Trust
+0.52%
+$8,905.91 
VOO Vanguard S&P 500 ETF
+0.52%
+$59,167.58 
IVV iShares Core S&P 500 ETF
+0.51%
+$32,050.94 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.49%
+$10,909.45 
KO The Coca-Cola Company
+0.48%
+$2,199.5 
CATH Global X S&P 500 Catholic Values ETF
+0.44%
+$1,230 
XOM Exxon Mobil Corporation
+0.39%
+$4,898.39 
MDY SPDR S&P MidCap 400 ETF Trust
+0.34%
+$1,437.35 
O Realty Income Corporation
+0.34%
+$5,484.06 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.33%
+$32,234.71 
VTV Vanguard Value ETF
+0.32%
+$29,246.42 
EFA iShares MSCI EAFE ETF
+0.28%
+$9,530.56 
DFAI Dimensional International Core Equity Market ETF
+0.25%
+$53,288.55 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.25%
+$3,448.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.22%
+$26,700.2 
AIVI WisdomTree International AI Enhanced Value Fund
+0.21%
+$571.16 
DFSI Dimensional International Sustainability Core 1 ETF
+0.2%
+$666 
DUHP Dimensional US High Profitability ETF
+0.19%
+$38,140 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.17%
+$498.12 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$23,340.53 
AAPL Apple Inc.
+0.15%
+$3,132.07 
DFCF Dimensional Core Fixed Income ETF
+0.12%
+$33,763.75 
DFAT Dimensional US Targeted Value ETF
+0.12%
+$370.77 
DFUV Dimensional US Marketwide Value ETF
+0.11%
+$1,711.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.1%
+$9,420.83 
DFAS Dimensional U.S. Small Cap ETF
+0.09%
+$354.83 
VB Vanguard Small-Cap ETF
+0.09%
+$5,746.26 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.08%
+$1,123.52 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.03%
+$2,234.54 
AMGN Amgen Inc.
-1.23%
-$4,255.69 
LMT Lockheed Martin Corporation
-0.32%
-$997.56 
NSC Norfolk Southern Corporation
-0.28%
-$777.93 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.18%
-$5,854.05 
DFNM Dimensional National Municipal Bond ETF
-0.08%
-$7,533.78 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.02%
-$103.08 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
-$65.32 Events
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Dividends
Dividend Analysis
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No Data
| Trades 667 | Longs Won 493/667 73% | Profit Factor 4.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $350,898.35 |
| Average Win $111,763.05 | Best Trade (Oct 06) $4.37M | Sharpe Ratio -9.91 |
| Average Loss -$67,744.33 | Worst Trade (Oct 01) -$1.99M | Z-Score 8.27 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 1w 3d | Expectancy $64,935.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,333 | 3,000 | 2,667 | 2,333 | 2,000 | 1,667 | 1,333 | 1,000 | 667 | 333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,458 | $1.07M | $2.15M | - | $1.08M | 101.35% | +0.146% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,372 | $229,870.52 | $295,147.96 | - | $65,277.44 | 28.4% | +0.169% |
| AIVI WisdomTree International AI Enhanced Value Fund | 4,697 | $205,869.51 | $270,124.47 | - | $64,254.96 | 31.21% | +0.212% |
| AMGN Amgen Inc. | 858 | $264,374.9 | $341,501.16 | - | $77,126.26 | 29.17% | -1.231% |
| BAC Bank of America Corporation | 5,600 | $288,904 | $304,192 | - | $15,288 | 5.29% | +0.593% |
| BRK-B Berkshire Hathaway Inc. | 41,838 | $15.14M | $21.24M | - | $6.1M | 40.31% | +0.668% |
| CATH Global X S&P 500 Catholic Values ETF | 3,000 | $208,170 | $277,980 | - | $69,810 | 33.54% | +0.444% |
| DFAI Dimensional International Core Equity Market ETF | 507,510 | $16.29M | $21.13M | - | $4.84M | 29.75% | +0.253% |
| DFAR Dimensional US Real Estate ETF | 223,428 | $5.2M | $5.41M | - | $214,915.03 | 4.13% | +0.707% |
| DFAS Dimensional U.S. Small Cap ETF | 5,069 | $296,029.6 | $401,160.66 | - | $105,131.06 | 35.51% | +0.089% |
| DFAT Dimensional US Targeted Value ETF | 4,362 | $253,912.02 | $296,943.15 | - | $43,031.13 | 16.95% | +0.125% |
| DFCF Dimensional Core Fixed Income ETF | 675,275 | $28.41M | $27.11M | - | -$1.3M | -4.58% | +0.125% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 78,054 | $2.1M | $3.18M | - | $1.08M | 51.5% | -0.184% |
| DFNM Dimensional National Municipal Bond ETF | 215,251 | $10.29M | $9.94M | - | -$352,034.48 | -3.42% | -0.076% |
| DFSI Dimensional International Sustainability Core 1 ETF | 7,400 | $258,192.06 | $334,850 | - | $76,657.94 | 29.69% | +0.199% |
| DFUV Dimensional US Marketwide Value ETF | 28,520 | $901,785.21 | $1.59M | - | $687,634.39 | 76.25% | +0.108% |
| DUHP Dimensional US High Profitability ETF | 476,750 | $16.98M | $20.32M | - | $3.34M | 19.69% | +0.188% |
| EFA iShares MSCI EAFE ETF | 32,864 | $2.39M | $3.43M | - | $1.03M | 43.15% | +0.279% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 43,112 | $663,998.66 | $1.38M | - | $712,567.5 | 107.31% | +0.251% |
| HD The Home Depot, Inc. | 966 | $293,312.89 | $274,614.48 | - | -$18,698.41 | -6.37% | +1.113% |
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FAQ
Which stocks have generated the highest profits for Suzanne Hornick?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $2.98M, Dimensional Core Fixed Income ETF - $2.65M, Vanguard Value ETF - $1.88M, Vanguard Small-Cap ETF - $1.62M, and Vanguard Health Care ETF - $1.51M. 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: Vanguard Total International Bond ETF - $2M, Schwab Intermediate-Term U.S. Treasury ETF - $336,113.94, iShares MSCI EAFE Small-Cap ETF - $101,389.58, iShares Core MSCI Emerging Markets ETF - $71,033.38, and Vanguard Short-Term Corporate Bond ETF - $34,521.09. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Suzanne Hornick's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.88M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $2.65M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.96M, Dimensional National Municipal Bond ETF - $1.18M, Vanguard Value ETF - $939,587.88, and Vanguard Intermediate-Term Corporate Bond Fund - $911,518.87. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Suzanne Hornick's monthly returns?
Suzanne Hornick'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 Suzanne Hornick's strategy be considered aggressive or moderate?
Suzanne Hornick'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 Suzanne Hornick's strategy?
Suzanne Hornick's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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