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

Tracking: 0 Updated: Jun 28 at 08:56 AM

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.

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.

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:

44.51%

Gain -0.01%

Monthly

0.48%

Yearly

5.95%

Drawdown

22.93%

$221.03M

Equity

Holdings

$221.03M

Investment

$184.58M

$40.38M

Profit -$13,444.22

Realized

$3.92M

Unrealized

$36.46M

Dividends

$16.37M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.01%

Profit

-$13,444.22

Win %

85%

This Week

Compared To Last Week

Gain

-0.01%

Profit

-$13,444.22

Win %

85%

This Month

Compared to last month

Gain

0.44%

Profit

$973,599.6

Win %

85%

This Year

Compared to last year

Gain

6.24%

Profit

$12.98M

Win %

85%

Gainers
Losers

MSFT Microsoft Corp.

+5.71%

+$68,898.97

AAPL Apple Inc.

+3.14%

+$55,732.54

KO The Coca-Cola Company

+2.75%

+$11,713

BRK-B Berkshire Hathaway Inc.

+2.22%

+$453,942.3

O Realty Income Corporation

+1.74%

+$32,904.33

AMGN Amgen Inc.

+1.56%

+$4,727.56

DFAR Dimensional US Real Estate ETF

+1.4%

+$82,668.36

SO The Southern Company

+1.3%

+$6,737.5

HD The Home Depot, Inc.

+1.12%

+$3,728.75

SBR Sabine Royalty Trust

+1.04%

+$4,486.5

SLYV SPDR S&P 600 Small Cap Value ETF

+0.88%

+$13,341.8

VIOV Vanguard S&P Small-Cap 600 Value ETF

+0.66%

+$97,147.05

DFAS Dimensional U.S. Small Cap ETF

+0.55%

+$2,281.05

LMT Lockheed Martin Corporation

+0.47%

+$1,456.56

DFAT Dimensional US Targeted Value ETF

+0.45%

+$1,352.22

PG Procter & Gamble Co

+0.35%

+$1,606.81

NSC Norfolk Southern Corporation

+0.24%

+$663

AIVI WisdomTree International AI Enhanced Value Fund

+0.2%

+$516.67

VCIT Vanguard Intermediate-Term Corporate Bond Fund

+0.14%

+$18,847.2

AGG iShares Core U.S. Aggregate Bond ETF

+0.09%

+$724.77

SCHO Schwab Short-Term U.S. Treasury ETF

+0.08%

+$5,880.36

DFCF Dimensional Core Fixed Income ETF

+0.05%

+$13,505.5

VBIL Vanguard 3-Month Treasury Bill ETF

+0.03%

+$1,451.64

DFNM Dimensional National Municipal Bond ETF

+0.02%

+$2,152.51

DFSI

FNDX Schwab Fundamental U.S. Large Company Index ETF

NVDA NVIDIA Corporation

-1.64%

-$10,345.86

QQQ Invesco QQQ Trust, Series 1

-1.38%

-$7,592.18

ACWV iShares MSCI Global Minimum Volatility ETF

-1.1%

-$3,107.33

DFEM Dimensional Emerging Markets Core Equity 2 ETF

-1.02%

-$32,002.14

VTV Vanguard Value ETF

-0.95%

-$87,738.42

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.84%

-$75,366.6

VOO Vanguard S&P 500 ETF

-0.81%

-$87,865.06

XOM Exxon Mobil Corporation

-0.73%

-$7,791.22

SPY SPDR S&P 500 ETF Trust

-0.72%

-$11,676.69

EFA iShares MSCI EAFE ETF

-0.59%

-$20,047.04

BAC Bank of America Corporation

-0.53%

-$1,736

VTI VANGUARD TOTAL STOCK MKT ETF

-0.48%

-$10,378.78

DFUV Dimensional US Marketwide Value ETF

-0.47%

-$7,415.17

DFAI Dimensional International Core Equity Market ETF

-0.39%

-$81,202.11

VUG Vanguard Growth ETF

-0.35%

-$779.53

MDY SPDR S&P MidCap 400 ETF Trust

-0.3%

-$1,329.25

IVOO Vanguard S&P Mid-Cap 400 ETF

-0.27%

-$27,185.12

CATH Global X S&P 500 Catholic Values ETF

-0.21%

-$561

WMT Walmart Inc.

-0.08%

-$204.39

DUHP Dimensional US High Profitability ETF

-0.05%

-$9,535

VB Vanguard Small-Cap ETF

-0.04%

-$2,652.12

VTES Vanguard Short-Term Tax-Exempt Bond ETF

-0.04%

-$206.16

Events

Dividends

Dividend Analysis

No Data

Trades 669	Longs Won 461/669 68%	Profit Factor 5.56
Profitability	Shorts Won 0/0 0%	Standard Deviation $300,956.53
Average Win $106,807.74	Best Trade (Jun 28) $3.83M	Sharpe Ratio -10.83
Average Loss -$42,539.69	Worst Trade (Dec 30) -$1.74M	Z-Score 5.68 (100%)
Commissions $0	Avg. Trade Length 2y 2m 4w 1d	Expectancy $60,353.83

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	5,208	4,688	4,167	3,646	3,125	2,604	2,083	1,563	1,042	521