Winfried Buchbauer Portfolio
Invests via Erste Asset Management GmbH | Managed by Heinz Bednar, Winfried Buchbauer, Peter Karl, Thomas Kraus
Invests via Erste Asset Management GmbH
Managed by Heinz Bednar, Winfried Buchbauer, Peter Karl, Thomas Kraus
Automatically Tracked
Winfried Buchbauer Profile
Austrian hospitality executive with public-company operating and capital-markets experience, focused on hotel portfolio optimization, asset-light franchising and revenue-management strategies. Winfried Buchbauer combines operational leadership, investor relations and portfolio management skills to drive EBITDA margin expansion, selective asset disposal and fee-based income growth. Known for executing turnaround initiatives, refining distribution channels and aligning corporate strategy with institutional investors and private-equity partners.
Austrian hospitality executive with public-company operating and capital-markets experience, focused on hotel portfolio optimization, asset-light franchising and revenue-management strategies. Winfried Buchbauer combines operational leadership, investor relations and portfolio management skills to drive EBITDA margin expansion, selective asset disposal and fee-based income growth. Known for executing turnaround initiatives, refining distribution channels and aligning corporate strategy with institutional investors and private-equity partners.
Investment Philosophy & Strategy
Operator-investor mindset focused on value creation through asset-light hospitality models, revenue-management optimization and selective portfolio pruning. Prioritizes fee-income growth and margin expansion via disciplined franchising, distribution-channel refinement and hands-on turnaround execution. Capital allocation favors reinvestment in high-ROC assets, strategic disposals of underperformers and partnerships with institutional and private-equity capital to de-risk balance-sheet exposure. Decision-making combines operational KPIs with investor-relations discipline, a medium-term horizon for EBITDA improvement, and a conservative risk framework centered on cashflow predictability and scalable, fee-based growth.
Operator-investor mindset focused on value creation through asset-light hospitality models, revenue-management optimization and selective portfolio pruning. Prioritizes fee-income growth and margin expansion via disciplined franchising, distribution-channel refinement and hands-on turnaround execution. Capital allocation favors reinvestment in high-ROC assets, strategic disposals of underperformers and partnerships with institutional and private-equity capital to de-risk balance-sheet exposure. Decision-making combines operational KPIs with investor-relations discipline, a medium-term horizon for EBITDA improvement, and a conservative risk framework centered on cashflow predictability and scalable, fee-based growth.
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:
102.04%
Gain -0.77%
Monthly
1.56%
Yearly
20.44%
Drawdown
29.69%
$13.01B
Equity
Holdings
$13.01B
Investment
$10.23B
$5.71B
Profit -$73.33M
Realized
$2.94B
Unrealized
$2.77B
Dividends
$496.82M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.77%
Profit
-$73.33M
Win %
67%
This Week
Compared To Last Week
Gain
-1.17%
Profit
-$154.23M
Win %
67%
This Month
Compared to last month
Gain
-1.02%
Profit
-$133.71M
Win %
67%
This Year
Compared to last year
Gain
0.92%
Profit
$113.01M
Win %
64%
REPL Replimune Group Inc.
+107.02%
+$12.27M 
AMZN Amazon.com Inc
+15.32%
+$36.21M 
DXCM DexCom, Inc.
+11.95%
+$1.37M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$1.45M 
GOOG Alphabet Inc
+6.88%
+$13.1M 
GOOGL Alphabet Inc
+6.73%
+$30.83M 
WY Weyerhaeuser Company
+6.51%
+$435,132.28 
GH Guardant Health Inc.
+6.33%
+$5.57M 
VRT Vertiv Holdings Co
+6.18%
+$643,252.72 
AEIS Advanced Energy Industries Inc.
+5.56%
+$207,261.05 
COHR Coherent Corp.
+5.55%
+$325,434.01 
ANET Arista Networks, Inc.
+5.46%
+$4.39M 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$527,348.97 
FTNT Fortinet Inc.
+4.99%
+$101,385.9 
SOLS Sollensys Corp
+4.84%
+$11,297.92 
CBOE Cboe Global Markets Inc.
+4.62%
+$271,239.04 
APO Apollo Global Management, Inc.
+4.44%
+$27,912.18 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$88,720 
SNPS Synopsys, Inc.
+4.41%
+$1.18M 
LPLA LPL Financial Holdings Inc.
+4.28%
+$18,743.7 
CGNX Cognex Corporation
+4.18%
+$917,000 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$62,731.49 
YUMC Yum China Holdings Inc.
+3.68%
+$29,942.1 
S SentinelOne Inc.
+3.59%
+$364,464.65 
ERIE Erie Indemnity Company
+3.58%
+$878,849.27 
MDB MongoDB Inc.
+3.56%
+$448,966.79 
FERG Ferguson Enterprises Inc
+3.52%
+$2,263.48 
CROX Crocs, Inc.
+3.52%
+$674,249.15 
FLNC Fluence Energy, Inc.
+3.42%
+$329,796.54 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$940,410.48 
META Meta Platforms Inc Class A
+3.28%
+$5.06M 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$97,596.38 
ARES Ares Management Corporation
+3.2%
+$19,318 
CRS Carpenter Technology Corporation
+3.17%
+$519,474.9 
PATH Uipath Inc.
+3.15%
+$3,611.4 
ATI ATI Inc.
+3.05%
+$142,821.46 
RUN Sunrun Inc.
+3.05%
+$205,473.41 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$2.15M 
MSFT Microsoft Corp.
+3.02%
+$18.88M 
LITE Lumentum Holdings Inc.
+2.99%
+$322,092.16 
MHK Mohawk Industries, Inc.
+2.96%
+$86,797.21 
GRAB Grab Holdings Limited
+2.94%
+$67,550.8 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$5,910.01 
NVDA NVIDIA Corporation
+2.93%
+$19.68M 
LDOS Leidos Holdings Inc.
+2.84%
+$116,983.68 
P Everpure Inc.
+2.81%
+$910,577.69 
ARRY Array Technologies Inc.
+2.76%
+$128,127.02 
GNRC Generac Holdings Inc.
+2.71%
+$245,840.4 
NTAP NetApp, Inc.
+2.6%
+$140,517.76 
FSLR First Solar, Inc.
+2.44%
+$1.07M 
CVX Chevron Corporation
+2.35%
+$183,557.2 
MRVL Marvell Technology, Inc.
+2.32%
+$842,730.24 
ORLY O'Reilly Automotive Inc.
+2.28%
+$303,041.18 
CNC Centene Corporation
+2.27%
+$2,359.8 
FAST Fastenal Co.
+2.25%
+$15,626.1 
GLW Corning Incorporated
+2.24%
+$399,620.64 
WDC Western Digital Corporation
+2.21%
+$510,753.45 
UNFI United Natural Foods Inc.
+2.21%
+$181,794.8 
EOG EOG Resources, Inc.
+2.19%
+$55,535.69 
DVN Devon Energy Corporation
+2.17%
+$1.34M 
CDNS Cadence Design Systems, Inc.
+2.16%
+$475,328.21 
CSCO Cisco Systems, Inc.
+2.14%
+$2.97M 
LNG Cheniere Energy Inc.
+2.13%
+$485,668.99 
PSA Public Storage Common Stock
+2.12%
+$186,816 
TPL Texas Pacific Land Corporation
+2.11%
+$24,540.15 
BEN Franklin Resources Inc.
+2.08%
+$237,429 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$25,557.66 
RCAT Red Cat Holdings, Inc.
+2.03%
+$24,687.3 
OXY Occidental Petroleum Corporation
+2%
+$2,296 
AMRC Ameresco Inc.
+1.99%
+$37,401.84 
GWW W.W. Grainger, Inc.
+1.97%
+$3,742.2 
ROK Rockwell Automation, Inc.
+1.93%
+$468,446.17 
AVAV AeroVironment Inc.
+1.91%
+$25,328.71 
LHX L3Harris Technologies, Inc.
+1.9%
+$26,243.8 
ZS Zscaler Inc.
+1.89%
+$462,902.54 
PANW Palo Alto Networks, Inc.
+1.89%
+$1.78M 
BWXT Bwx Technologies Inc.
+1.88%
+$388.75 
FIX Comfort Systems USA, Inc.
+1.88%
+$235,052.78 
CRM Salesforce Inc
+1.83%
+$194,329.75 
ZBRA Zebra Technologies Corporation
+1.82%
+$67,693.5 
ORCL Oracle Corporation
+1.81%
+$1.09M 
BYND Beyond Meat Inc.
+1.8%
+$0.85 
HWM Howmet Aerospace Inc.
+1.8%
+$14,481.87 
EXE Expand Energy Corporation
+1.74%
+$516,424.89 
VTR Ventas Inc.
+1.73%
+$15,609.03 
HCA HCA Healthcare Inc.
+1.72%
+$33,401.55 
CINF Cincinnati Financial Corporation
+1.69%
+$5,604.98 
AAON Aaon Inc.
+1.68%
+$177,134.76 
FUTU Futu Holdings Limited - ADR
+1.64%
+$17,000 
KMI Kinder Morgan, Inc.
+1.64%
+$18,040.88 
HPE Hewlett Packard Enterprise Company
+1.61%
+$21,010.96 
ELVN Enliven Therapeutics, Inc.
+1.59%
+$21,500 
BSX Boston Scientific Corporation
+1.59%
+$672,657.04 
CDW CDW Corporation
+1.55%
+$472.5 
ITT Itt Inc.
+1.54%
+$38,912.84 
HPQ HP Inc.
+1.53%
+$235,422 
VZ Verizon Communications Inc.
+1.52%
+$31,127.6 
LMT Lockheed Martin Corporation
+1.5%
+$3,426.11 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$347.2 
NOC Northrop Grumman Corporation
+1.43%
+$113,046.08 
PH Parker-Hannifin Corporation
+1.43%
+$50,687.04 
PWR Quanta Services Inc.
+1.43%
+$636,039.72 
GE General Electric Company
+1.42%
+$190,652.01 
MKSI MKS Instruments Inc.
+1.42%
+$1,103.91 
SLB Schlumberger Limited
+1.39%
+$107,820.8 
SITM SiTime Corporation
+1.39%
+$124,610.17 
KLAC KLA Corporation
+1.38%
+$1.82M 
OWL Blue Owl Capital Inc.
+1.38%
+$5,285 
CIEN Ciena Corporation
+1.34%
+$41,139.62 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$67,016.8 
CAH Cardinal Health Inc.
+1.3%
+$5,206.63 
RRX Regal Rexnord Corporation
+1.3%
+$78,175.68 
RS Reliance Inc.
+1.27%
+$7,284.75 
WD Walker & Dunlop Inc.
+1.26%
+$279,000 
AKAM Akamai Technologies Inc.
+1.26%
+$504.79 
CMCSA Comcast Corp
+1.23%
+$49,431.37 
COP ConocoPhillips
+1.22%
+$190,034.23 
WFC Wells Fargo & Company
+1.19%
+$25,957.98 
AMAT Applied Materials, Inc.
+1.18%
+$1.46M 
CHD Church & Dwight Co., Inc.
+1.16%
+$5,570.9 
ITW Illinois Tool Works Inc.
+1.15%
+$41,957.5 
MSI Motorola Solutions, Inc.
+1.14%
+$20,311.56 
VEEV Veeva Systems Inc.
+1.1%
+$34,145.82 
OKTA Okta Inc.
+1.07%
+$185,878.26 
VMI Valmont Industries, Inc.
+1.07%
+$61,080.24 
TKR Timken Co.
+1.06%
+$67,383.36 
SCI Service Corporation International
+1.05%
+$292,953.6 
NOW ServiceNow, Inc.
+1.05%
+$214,653.36 
FCFS FirstCash Holdings, Inc.
+1.02%
+$289,799.23 
CW Curtiss-Wright Corporation
+1.02%
+$37,118.53 
ADBE Adobe Inc.
+1.01%
+$430,790.51 
BKR Baker Hughes Company
+0.98%
+$441,658.66 
TDY Teledyne Technologies Incorporated
+0.98%
+$5,412.35 
ADP Automatic Data Processing Inc.
+0.98%
+$51,463.1 
AROC Archrock Inc.
+0.96%
+$14,144 
DRS Leonardo DRS, Inc.
+0.94%
+$61,382.36 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$15,188.03 
UNP Union Pacific Corporation
+0.92%
+$159,023.13 
RNAC Cartesian Therapeutics Inc.
+0.91%
+$1,649.62 
ORA Ormat Technologies Inc.
+0.9%
+$480,012.06 
FLS Flowserve Corporation
+0.89%
+$268,134 
WMB The Williams Companies, Inc.
+0.89%
+$113,582.7 
SCHW Charles Schwab Corporation
+0.87%
+$8,922.55 
IBM International Business Machines Corporation
+0.86%
+$338,719.67 
BBWI Bath & Body Works, Inc.
+0.85%
+$67,408.91 
GEV GE Vernova Inc.
+0.85%
+$619,734.87 
SU Suncor Energy Inc.
+0.82%
+$2,640 
MCD McDonald's Corporation
+0.82%
+$14,916.07 
ITRI Itron Inc.
+0.82%
+$136,626.75 
HG Hamilton Insurance Group, Ltd.
+0.81%
+$12,151 
EMR Emerson Electric Co.
+0.79%
+$38,087.18 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$398,556.31 
TSLA Tesla, Inc.
+0.76%
+$38,564.43 
MPC Marathon Petroleum Corporation
+0.76%
+$22,896.32 
TRGP Targa Resources Corp.
+0.76%
+$122,855.6 
STT State Street Corp
+0.73%
+$1,406.99 
CTRE CareTrust REIT Inc.
+0.72%
+$10,680 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$283,972.06 
MYRG Myr Group Inc.
+0.72%
+$50,943.9 
AME Ametek Inc.
+0.71%
+$45,453.31 
CAT Caterpillar Inc.
+0.7%
+$157,875.2 
BMY Bristol-Myers Squibb Company
+0.69%
+$189,162.45 
CARR Carrier Global Corporation
+0.68%
+$20,100.78 
INFY Infosys Limited
+0.67%
+$8,000 
OSIS Osi Systems Inc.
+0.67%
+$11,002.95 
DOW Dow Inc.
+0.67%
+$52,917.4 
PTC PTC Inc.
+0.66%
+$180 
PLTR Palantir Technologies Inc.
+0.65%
+$53,999.86 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$168.72 
AA Alcoa Corporation
+0.65%
+$12,358.06 
SYY Sysco Corporation
+0.63%
+$3,656.47 
HEI Heico Corporation
+0.62%
+$164,248.5 
IVZ Invesco Ltd.
+0.61%
+$52,030.62 
TER Teradyne, Inc.
+0.6%
+$3,597.02 
IVT InvenTrust Properties Corp.
+0.6%
+$5,712 
GEN Gen Digital Inc.
+0.59%
+$43,804.16 
VSCO Victoria's Secret & Co.
+0.58%
+$2,495.43 
RJF Raymond James Financial Inc.
+0.58%
+$2,476.52 
QBTS D-Wave Quantum Inc.
+0.56%
+$128 
APH Amphenol Corporation
+0.55%
+$70,275.12 
MCHI iShares MSCI China ETF
+0.54%
+$60,461.7 
AOS A. O. Smith Corporation
+0.54%
+$5,824 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$2,800.18 
EXC Exelon Corporation
+0.53%
+$2,280.96 
GM General Motors Company
+0.52%
+$66,688.5 
PSX Phillips 66
+0.51%
+$7,559.86 
Q Qnity Electronics Inc.
+0.51%
+$69,719.36 
ACWI iShares MSCI ACWI ETF
+0.49%
+$194,928.36 
WTS Watts Water Technologies Inc.
+0.48%
+$92,655.49 
ABVX Abivax SA ADR
+0.47%
+$64,900 
HON Honeywell International Inc.
+0.47%
+$42,414.95 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$21,914.53 
NSC Norfolk Southern Corporation
+0.46%
+$13,582.83 
OHI Omega Healthcare Investors Inc.
+0.46%
+$45,186.49 
KKR KKR & Co. Inc.
+0.45%
+$2,874.6 
IWD iShares Russell 1000 Value ETF
+0.44%
+$6,515.7 
EBAY eBay Inc.
+0.43%
+$42,413.59 
ENPH Enphase Energy, Inc.
+0.43%
+$32,731.36 
CSX CSX Corporation
+0.42%
+$94,185.42 
RKLB Rocket Lab Corporation
+0.42%
+$5,566.59 
CASY Casey's General Stores Inc.
+0.4%
+$43,190 
WST West Pharmaceutical Services, Inc.
+0.4%
+$2,275.55 
PFE Pfizer Inc.
+0.4%
+$86,921.3 
RTX RTX Corporation
+0.39%
+$35,820.96 
VLO Valero Energy Corporation
+0.38%
+$132,339.9 
AVGO Broadcom Inc.
+0.37%
+$1.46M 
PG Procter & Gamble Co
+0.37%
+$172,099.48 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$18,090.36 
OTIS Otis Worldwide Corporation
+0.36%
+$87,697.74 
TDG TransDigm Group Inc.
+0.36%
+$12,556.15 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$4,901.1 
BAC Bank of America Corporation
+0.36%
+$102,564.22 
ABCL AbCellera Biologics Inc.
+0.35%
+$1,240 
SNA Snap-on Inc.
+0.33%
+$30,872.27 
ZLAB Zai Lab Ltd.
+0.33%
+$906 
RF Regions Financial Corporation
+0.32%
+$81,986.6 
AZO AutoZone Inc.
+0.32%
+$1,577.83 
GD General Dynamics Corporation
+0.32%
+$14,281.32 
MRK Merck & Co., Inc.
+0.32%
+$234,146.46 
JXN Jackson Financial Inc.
+0.31%
+$3,914 
JPM JPMorgan Chase & Co.
+0.27%
+$588,098.78 
MTCH Match Group, Inc.
+0.25%
+$18,807.5 
AMP Ameriprise Financial, Inc.
+0.25%
+$5,785 
CME CME Group Inc.
+0.21%
+$33,993.69 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$4,829.97 
JNJ Johnson & Johnson
+0.21%
+$275,574.03 
ADI Analog Devices, Inc.
+0.2%
+$45,183.05 
CMI Cummins Inc.
+0.19%
+$20,717.33 
INTU Intuit Inc.
+0.18%
+$16,835.16 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$3,232 
USB U.S. Bancorp
+0.17%
+$3,071.81 
T AT&T Inc.
+0.17%
+$17,862.44 
MS Morgan Stanley
+0.17%
+$72,892.48 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$50,488.6 
HST Host Hotels & Resorts Inc.
+0.16%
+$14,248 
KNSL Kinsale Capital Group Inc.
+0.15%
+$66,091.95 
VICI Vici Properties Inc.
+0.15%
+$3,333.36 
DELL Dell Technologies Inc.
+0.14%
+$17,562.16 
EA Electronic Arts Inc.
+0.13%
+$544.05 
XYL Xylem Inc.
+0.13%
+$30,575.4 
MMM 3M Company
+0.12%
+$8,085.78 
PECO Phillips Edison & Company, Inc.
+0.12%
+$1,105 
CAKE The Cheesecake Factory Incorporated
+0.11%
+$10,186 
BDX Becton, Dickinson and Company
+0.1%
+$640.56 
ISRG Intuitive Surgical, Inc.
+0.1%
+$29,413.34 
C Citigroup Inc.
+0.1%
+$39,148.31 
NUE Nucor Corporation
+0.1%
+$4,438.77 
WM Waste Management, Inc.
+0.1%
+$27,435.54 
AFL Aflac Inc.
+0.09%
+$2,852.64 
WMT Walmart Inc.
+0.09%
+$11,678.83 
ABT Abbott Laboratories
+0.09%
+$41,836.68 
EWBC East West Bancorp Inc.
+0.07%
+$22,060.98 
VRNS Varonis Systems, Inc.
+0.05%
+$3,800 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$834.89 
HXL Hexcel Corporation
+0.04%
+$3,947.64 
BRX Brixmor Property Group Inc.
+0.03%
+$473 
DIS The Walt Disney Company
+0.03%
+$3,753.96 
PRAX Praxis Precision Medicines Inc.
+0.03%
+$975.88 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$1,468.76 
RLI RLI Corp.
+0.02%
+$39 
ILMN Illumina, Inc.
+0.01%
+$727.52 
BEIGF BeiGene Ltd.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
DNA Ginkgo Bioworks Holdings Inc.
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
GLPG Galapagos NV American Depositary Receipt
0%
$0 
NIU Niu Technologies
0%
$0 
NUVL Nuvalent, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RBLX Roblox Corporation
-26.85%
-$7.42M 
MTZ MasTec, Inc. Common Stock
-18.91%
-$2.5M 
CTVA Corteva Inc.
-11.9%
-$4.97M 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$368,390 
AGIO Agios Pharmaceuticals Inc.
-8.34%
-$5.88M 
AAPL Apple Inc.
-7.35%
-$48.47M 
NXT Nextracker Inc.
-7.25%
-$4.41M 
AXSM Axsome Therapeutics, Inc.
-7.1%
-$183,149.89 
KRYS Krystal Biotech Inc.
-7.01%
-$223,851.09 
EIX Edison International
-6.81%
-$36,619.52 
ADPT Adaptive Biotechnologies Corporation
-6.66%
-$14,369.25 
SYK Stryker Corporation
-6.42%
-$856,292.16 
TROW T. Rowe Price Group, Inc.
-6.31%
-$671,676 
XNCR Xencor Inc.
-5.96%
-$118,016 
MU Micron Technology, Inc.
-5.9%
-$9.28M 
MIRM Mirum Pharmaceuticals Inc.
-5.9%
-$1.36M 
DNLI Denali Therapeutics Inc.
-5.46%
-$35,777 
HL Hecla Mining Company
-5.42%
-$67,230 
EVGO EVgo, Inc.
-5.39%
-$69,187.86 
EXEL Exelixis Inc.
-5.25%
-$154,350.05 
MDGL Madrigal Pharmaceuticals, Inc.
-5.23%
-$2.84M 
SNDK SanDisk Corporation
-5.09%
-$250,620.24 
EYPT EyePoint Pharmaceuticals Inc.
-4.74%
-$30,500 
AGCO AGCO Corporation
-4.64%
-$255,706.5 
ALLO Allogene Therapeutics Inc.
-4.57%
-$34,326 
SRPT Sarepta Therapeutics Inc.
-4.5%
-$1.8M 
TSN Tyson Foods Inc.
-4.43%
-$15,456.74 
BFAM Bright Horizons Family Solutions Inc.
-4.37%
-$57,400.53 
TXG 10x Genomics Inc.
-4.37%
-$108,000 
RARE Ultragenyx Pharmaceutical Inc.
-4.34%
-$16,961.32 
SHOP Shopify Inc.
-4.29%
-$93,502.5 
RGNX Regenxbio Inc.
-4.25%
-$5,590 
AG First Majestic Silver Corp
-4.21%
-$2,282.94 
VKTX Viking Therapeutics Inc.
-4.14%
-$64,390 
CYTK Cytokinetics, Incorporated
-4.09%
-$359,212.07 
EDIT Editas Medicine Inc.
-4.09%
-$25,300 
ARQT Arcutis Biotherapeutics Inc.
-4.04%
-$82,603 
STOK Stoke Therapeutics Inc.
-3.93%
-$505,490.01 
BCYC Bicycle Therapeutics plc American Depositary Receipt
-3.74%
-$2,100 
BEAM Beam Therapeutics Inc.
-3.66%
-$39,770 
AEM Agnico Eagle Mines Limited
-3.63%
-$7,288.4 
OCUL Ocular Therapeutix Inc.
-3.54%
-$33,000 
SRRK Scholar Rock Holding Corporation
-3.46%
-$31,527 
KYMR Kymera Therapeutics Inc.
-3.37%
-$97,470.05 
LRN Stride, Inc.
-3.35%
-$37,713.48 
GFI Gold Fields Ltd. Sponsored ADR
-3.31%
-$56,154.9 
CORT Corcept Therapeutics Incorporated
-3.24%
-$70,089 
VYGR Voyager Therapeutics Inc.
-3.19%
-$63,890 
LOPE Grand Canyon Education Inc.
-3.19%
-$2,586.6 
RLAY Relay Therapeutics Inc.
-3.19%
-$14,322 
CDE Coeur Mining, Inc.
-3.18%
-$82,449.36 
GPN Global Payments Inc.
-3.18%
-$274,109.2 
ARWR Arrowhead Pharmaceuticals Inc.
-3.06%
-$194,910 
ES Eversource Energy
-3.05%
-$13,950 
CI The Cigna Group
-2.99%
-$61,596.03 
LGND Ligand Pharmaceuticals Inc.
-2.95%
-$37,625 
XBI SPDR S&P Biotech ETF
-2.94%
-$102,928.86 
CC Chemours Co.
-2.92%
-$17,571 
INSM Insmed Inc.
-2.85%
-$120,645.94 
IONS Ionis Pharmaceuticals, Inc.
-2.83%
-$108,418 
INCY Incyte Corporation
-2.82%
-$118,674 
DECK Deckers Outdoor Corporation
-2.82%
-$368.11 
BCRX BioCryst Pharmaceuticals Inc.
-2.81%
-$10,400 
IBKR Interactive Brokers Group Inc.
-2.75%
-$179,280 
MLM Martin Marietta Materials, Inc.
-2.75%
-$50,523.97 
SBSW Sibanye Stillwater Ltd - ADR
-2.75%
-$49,375 
AJG Arthur J. Gallagher & Co.
-2.75%
-$17,001.58 
VRSK Verisk Analytics Inc.
-2.75%
-$12,017.5 
EQIX Equinix, Inc.
-2.7%
-$763,625.75 
VIR Vir Biotechnology Inc.
-2.7%
-$43,392 
FIS Fidelity National Information Services, Inc.
-2.67%
-$2,669.1 
QCOM QUALCOMM Incorporated
-2.63%
-$554,707.15 
AUTL Autolus Therapeutics plc American Depositary Receipt
-2.61%
-$7,800 
CWK Cushman & Wakefield Ltd.
-2.61%
-$17,928 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$28,222.15 
ACAD Acadia Pharmaceuticals Inc.
-2.56%
-$90,916 
MLYS Mineralys Therapeutics, Inc.
-2.56%
-$30,150 
ON ON Semiconductor Corporation
-2.54%
-$803,563.8 
ABBV AbbVie Inc.
-2.51%
-$1.73M 
BBIO BridgeBio Pharma, Inc.
-2.5%
-$273,111.78 
ALGN Align Technology, Inc.
-2.45%
-$2,588.25 
BNTX BioNTech SE
-2.44%
-$108,279 
ICE Intercontinental Exchange, Inc.
-2.42%
-$267,426.19 
DLR Digital Realty Trust, Inc.
-2.42%
-$127,631.1 
RVMD Revolution Medicines Inc.
-2.42%
-$275,616 
BIIB Biogen Inc.
-2.4%
-$332,050.79 
CSGP CoStar Group, Inc.
-2.38%
-$1.19M 
YUM Yum! Brands, Inc.
-2.37%
-$11,011.2 
XENE Xenon Pharmaceuticals Inc.
-2.37%
-$76,000 
BHVN Biohaven Ltd.
-2.31%
-$235,936 
BLMN Bloomin' Brands Inc.
-2.26%
-$500,000 
PCG PG&E Corporation
-2.25%
-$11,968 
KGC Kinross Gold Corporation
-2.2%
-$39,131.56 
IMVT Immunovant Inc.
-2.18%
-$124,270 
MITK Mitek Systems Inc.
-2.17%
-$2,268.1 
ARGX argenx SE American Depositary Receipt
-2.15%
-$272,545.43 
NEM Newmont Corporation
-2.14%
-$719,090.8 
IE Ivanhoe Electric Inc.
-2.14%
-$670 
SLV iShares Silver Trust
-2.13%
-$16,188 
TRU TransUnion
-2.04%
-$344,400 
SQM Quimica y Minera Chilena S.A. ADR
-2%
-$27,400.04 
WSM Williams-Sonoma, Inc.
-2%
-$60,114.13 
NFLX Netflix, Inc.
-2%
-$2.73M 
FRPT Freshpet Inc.
-1.98%
-$15,720 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$469,728.48 
AWK American Water Works Company, Inc.
-1.93%
-$158,254.8 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3.21M 
RBC RBC Bearings Incorporated
-1.89%
-$635,401.2 
IBB iShares Biotechnology ETF
-1.87%
-$363,272.52 
IRM Iron Mountain Inc.
-1.86%
-$55,680 
JLL Jones Lang LaSalle Inc.
-1.85%
-$363,849.08 
GIS General Mills, Inc.
-1.84%
-$10,486.84 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$505,502.23 
RGEN Repligen Corporation
-1.8%
-$32,375.19 
SHLS Shoals Technologies Group, Inc.
-1.8%
-$149,697.44 
BBY Best Buy Co., Inc.
-1.78%
-$230,034.48 
CBRE CBRE Group Inc.
-1.77%
-$41,605.16 
APD Air Products and Chemicals, Inc.
-1.77%
-$74,403.72 
ROIV Roivant Sciences Ltd
-1.77%
-$508,740 
TOST Toast Inc.
-1.77%
-$61,478.26 
HRMY Harmony Biosciences Holdings, Inc.
-1.73%
-$8,122 
PINS Pinterest, Inc. Class A
-1.72%
-$672,454.02 
WLK Westlake Corporation
-1.7%
-$372,100 
DHI D.R. Horton, Inc.
-1.7%
-$212,765.97 
UNH UnitedHealth Group Incorporated
-1.68%
-$1.38M 
ADM Archer-Daniels-Midland Co
-1.66%
-$12,145.76 
SQ Block, Inc.
-1.64%
-$462,338.55 
AS Amer Sports, Inc.
-1.63%
-$476,075.29 
SNOW Snowflake Inc.
-1.62%
-$222,645.9 
MGTX MeiraGTx Holdings plc
-1.59%
-$131,328 
LRCX Lam Research Corporation
-1.58%
-$3.02M 
NET Cloudflare Inc.
-1.56%
-$299,672.73 
UTHR United Therapeutics Corporation
-1.54%
-$233,819.12 
WHR Whirlpool Corporation
-1.5%
-$684 
GLD SPDR Gold Shares
-1.49%
-$1.47M 
IAU iShares Gold Trust
-1.46%
-$2.96M 
PTGX Protagonist Therapeutics Inc.
-1.44%
-$42,000 
RL Ralph Lauren Corporation
-1.44%
-$95,698.17 
PLUG Plug Power Inc.
-1.44%
-$126,101.28 
KDP Keurig Dr Pepper Inc.
-1.43%
-$9,398.7 
IEX IDEX Corporation
-1.42%
-$498,298.8 
IMNM Immunome Inc.
-1.39%
-$16,640 
NKE Nike, Inc. - Class B
-1.37%
-$11,501.98 
PPG PPG Industries Inc.
-1.35%
-$10,871.99 
MTG MGIC Investment Corporation
-1.35%
-$7,461.98 
SEDG SolarEdge Technologies Inc.
-1.34%
-$302,113.84 
TXRH Texas Roadhouse Inc.
-1.33%
-$557,734.72 
JOE The St. Joe Company
-1.32%
-$9,545 
TREX Trex Company, Inc.
-1.3%
-$43,005.36 
OMF OneMain Holdings Inc.
-1.29%
-$49,446 
FCX Freeport-McMoRan Inc.
-1.28%
-$80,189.19 
MDLZ Mondelez International, Inc.
-1.22%
-$66,580.53 
F Ford Motor Company
-1.21%
-$128,610 
TJX The TJX Companies, Inc.
-1.21%
-$2.02M 
IQV IQVIA Holdings Inc.
-1.17%
-$3,401.54 
SHW The Sherwin-Williams Company
-1.16%
-$64,214.9 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$588 
SRE Sempra
-1.15%
-$482,194.5 
NEE NextEra Energy, Inc.
-1.15%
-$157,294.37 
WRB W.R. Berkley Corporation
-1.15%
-$45,325.56 
DE Deere & Company
-1.13%
-$148,362.18 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$264,114 
DEO Diageo plc Sponsored ADR
-1.12%
-$62,637 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$4,705.83 
PKG Packaging Corporation of America
-1.12%
-$18,801.81 
IR Ingersoll Rand Inc.
-1.11%
-$2,350 
NU Nu Holdings Ltd.
-1.1%
-$16,000 
NKTR Nektar Therapeutics Inc.
-1.09%
-$21,840 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$6,329.35 
TXN Texas Instruments Inc
-1.08%
-$595,288.22 
LOW Lowe's Companies Inc.
-1.08%
-$159,195.24 
PLD Prologis Inc.
-1.08%
-$334,677.18 
MCK McKesson Corporation
-1.08%
-$42,620.41 
SABR Sabre Corporation
-1.07%
-$237,388.58 
DINO HF Sinclair Corporation
-1.05%
-$11,058 
CTAS Cintas Corporation
-1.04%
-$136,399.05 
BWA BorgWarner Inc.
-1.04%
-$186,333.7 
PRI Primerica Inc.
-1.04%
-$7,056.04 
INTC Intel Corporation
-1.02%
-$897,686.22 
KO The Coca-Cola Company
-1.02%
-$945,691.2 
CDP COPT Defense Properties
-1.02%
-$8,931 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$142.5 
SWK Stanley Black & Decker Inc.
-1.01%
-$101,036.17 
FOXA Fox Corporation
-1%
-$3,464.48 
IBP Installed Building Products Inc.
-0.99%
-$64,943.88 
VMC Vulcan Materials Company
-0.98%
-$16,633.98 
EW Edwards Lifesciences Corporation
-0.98%
-$35,063.35 
XOM Exxon Mobil Corporation
-0.97%
-$61,545.78 
SOFI SoFi Technologies, Inc.
-0.97%
-$3,370.24 
MET MetLife Inc.
-0.97%
-$17,190.72 
MCHP Microchip Technology Incorporated
-0.96%
-$94,752.26 
RNA Avidity Biosciences Inc.
-0.96%
-$396 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$352,166.8 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$13,999.36 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.93%
-$587.84 
BMRN Biomarin Pharmaceutical Inc.
-0.92%
-$21,571.2 
HALO Halozyme Therapeutics Inc.
-0.91%
-$26,448 
FN Fabrinet
-0.89%
-$29,145.13 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$164.7 
LNC Lincoln National Corporation
-0.89%
-$10,619 
PGR Progressive Corporation
-0.87%
-$612,019.98 
O Realty Income Corporation
-0.87%
-$67,490.64 
VSAT Viasat Inc.
-0.86%
-$20,778.71 
TRMB Trimble Inc.
-0.84%
-$7,204.82 
GWRE GUIDEWIRE SOFTWARE INC
-0.83%
-$9,647 
SKT Tanger Factory Outlet Centers, Inc.
-0.83%
-$7,990 
GILD Gilead Sciences Inc.
-0.81%
-$456,416 
TRVI Trevi Therapeutics Inc.
-0.81%
-$13,500 
PCAR PACCAR Inc.
-0.81%
-$85,393.44 
MCO Moody's Corporation
-0.81%
-$80,098.93 
KMB Kimberly-Clark Corporation
-0.8%
-$220 
ALV Autoliv, Inc.
-0.8%
-$13,606.56 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$10,566.69 
WAT Waters Corporation
-0.79%
-$24,721.24 
FOX Fox Corporation Class B Common Stock
-0.76%
-$2,433.2 
HUM Humana Inc.
-0.76%
-$470.4 
PYPL PayPal Holdings Inc
-0.76%
-$321.2 
UNM Unum Group
-0.76%
-$3,234 
CVS CVS Health Corporation
-0.75%
-$64,468.74 
SPGI S&P Global Inc.
-0.74%
-$385,227.92 
ED Consolidated Edison, Inc.
-0.74%
-$3,357.45 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-0.74%
-$320 
MA Mastercard Incorporated
-0.74%
-$425,948.15 
BLK BlackRock, Inc.
-0.73%
-$131,613.98 
STAG Stag Industrial Inc.
-0.73%
-$9,912 
MAR Marriott International Inc. - Class A
-0.71%
-$25,047.99 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$328,719.17 
ELS Equity Lifestyle Properties Inc.
-0.7%
-$15,226 
MP MP Materials Corp.
-0.7%
-$399.04 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.69%
-$1,025 
ICLN iShares Global Clean Energy ETF
-0.68%
-$40,206 
DUK Duke Energy Corporation
-0.67%
-$100.8 
LKQ LKQ Corporation
-0.66%
-$235,405.5 
WPC W. P. Carey Inc.
-0.65%
-$13,968.06 
AMGN Amgen Inc.
-0.64%
-$317,570.24 
BE Bloom Energy Corporation
-0.63%
-$165,654.74 
GS The Goldman Sachs Group, Inc.
-0.63%
-$372,055.11 
AMT American Tower Corporation
-0.63%
-$23,370.81 
EME EMCOR Group, Inc.
-0.62%
-$41,619.58 
PM Philip Morris International Inc.
-0.61%
-$224,322 
ECL Ecolab Inc.
-0.61%
-$93,295.89 
MSCI MSCI Inc.
-0.61%
-$2,604 
DHR Danaher Corporation
-0.61%
-$46,047.05 
ACGL Arch Capital Group Ltd
-0.6%
-$17,586.3 
ROST Ross Stores, Inc.
-0.59%
-$162,177.32 
DAR Darling Ingredients Inc.
-0.59%
-$258,038.64 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-0.59%
-$6,000 
VLTO Veralto Corporation
-0.57%
-$16,435.98 
SBUX Starbucks Corporation
-0.57%
-$16,105.2 
PRU Prudential Financial, Inc.
-0.56%
-$64,790.81 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$104,904 
WAB Wabtec Corporation
-0.55%
-$476,984 
COF Capital One Financial Corporation
-0.54%
-$4,072.54 
LLY Eli Lilly and Company
-0.53%
-$797,776.59 
WELL Welltower Inc.
-0.51%
-$461,659.31 
STLD Steel Dynamics Inc.
-0.49%
-$18,104.15 
ALL Allstate Corporation
-0.49%
-$59,289.69 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$20,176.1 
SPG Simon Property Group, Inc.
-0.46%
-$54,021.09 
CF CF Industries Holdings, Inc.
-0.46%
-$4,002 
WSO Watsco Inc.
-0.46%
-$30,459.43 
PEP PepsiCo, Inc.
-0.46%
-$188,543.36 
PASG Passage Bio Inc.
-0.45%
-$813.3 
CCK Crown Holdings Inc.
-0.44%
-$226.72 
STNE StoneCo Ltd.
-0.44%
-$5,000 
TRV The Travelers Companies, Inc.
-0.43%
-$41,137.94 
LAMR Lamar Advertising Company
-0.43%
-$11,177.68 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$128,663.86 
BAP Credicorp Ltd.
-0.42%
-$40,222 
HD The Home Depot, Inc.
-0.42%
-$203,829.75 
MELI MercadoLibre, Inc.
-0.41%
-$95,725.49 
GL Globe Life Inc.
-0.4%
-$1,752 
AIG American International Group Inc.
-0.39%
-$2,118.23 
AXP American Express Company
-0.38%
-$85,433.5 
FDX FedEx Corporation
-0.37%
-$31,952.75 
GPC Genuine Parts Company
-0.37%
-$2,072.76 
RSG Republic Services, Inc.
-0.37%
-$42,275.22 
TMUS T-Mobile US, Inc.
-0.36%
-$52,714.41 
OSK Oshkosh Corporation
-0.36%
-$9,519.66 
DG Dollar General Corporation
-0.35%
-$144,032.34 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$1,782 
ADSK Autodesk, Inc.
-0.33%
-$435,524.32 
CL Colgate-Palmolive Company
-0.33%
-$56,466.3 
TFC Truist Financial Corporation
-0.33%
-$1,848.39 
ABEV Ambev S.A.
-0.32%
-$5,000 
CEG Constellation Energy Corporation
-0.31%
-$2,230.74 
RY Royal Bank of Canada
-0.29%
-$366.01 
MTB M&T Bank Corporation
-0.29%
-$1,412.21 
COR Cencora, Inc.
-0.28%
-$984.35 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$6,262 
CCI Crown Castle Inc.
-0.27%
-$1,244.04 
EGP EastGroup Properties Inc.
-0.27%
-$4,560.04 
VTV Vanguard Value ETF
-0.27%
-$19,941.66 
LAUR Laureate Education Inc.
-0.26%
-$7,162 
BX Blackstone Inc.
-0.25%
-$2,003.24 
MFC Manulife Financial Corporation
-0.25%
-$2,640 
A Agilent Technologies Inc.
-0.24%
-$40,553.67 
CENX Century Aluminum Company
-0.24%
-$180.07 
HUBB Hubbell Inc.
-0.24%
-$104,394.14 
FISV Fiserv, Inc.
-0.24%
-$85,800 
COST Costco Wholesale Corporation
-0.24%
-$53,827.81 
CBT Cabot Corporation
-0.24%
-$2,026.53 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.24%
-$145,009.62 
HBAN Huntington Bancshares Incorporated
-0.23%
-$162.8 
AHR American Healthcare REIT, Inc.
-0.23%
-$3,497 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$53,274.64 
FR First Industrial Realty Trust Inc.
-0.21%
-$4,074 
KR Kroger Co.
-0.21%
-$1,135.92 
PODD Insulet Corporation
-0.2%
-$3,532.11 
QS QuantumScape Corp
-0.19%
-$9 
OUT OUTFRONT Media Inc.
-0.19%
-$1,806 
BKNG Booking Holdings Inc.
-0.18%
-$71,352.18 
NTRS Northern Trust Corporation
-0.17%
-$18,709.18 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$133,590.49 
APGE Apogee Therapeutics Inc.
-0.16%
-$5,040.1 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$34,729.2 
CHH Choice Hotels International Inc.
-0.15%
-$56,950 
ELV Elevance Health, Inc.
-0.15%
-$106.4 
AFYA Afya Ltd.
-0.14%
-$823.82 
TPR Tapestry Inc.
-0.14%
-$93,114 
BKD Brookdale Senior Living Inc.
-0.14%
-$2,094.56 
MKC McCormick & Company, Incorporated
-0.12%
-$633.48 
EXR Extra Space Storage Inc.
-0.12%
-$2,499.25 
STZ Constellation Brands, Inc.
-0.12%
-$717.15 
CFG Citizens Financial Group, Inc.
-0.11%
-$33,188.72 
KAI Kadant Inc.
-0.09%
-$2,490.9 
REG Regency Centers Corporation
-0.09%
-$1,988 
MAIN Main Street Capital Corporation
-0.06%
-$1.8 
HOOD Robinhood Markets, Inc.
-0.05%
-$272.88 
HLNE Hamilton Lane Inc.
-0.04%
-$297.72 
V Visa Inc. Class A
-0.04%
-$90,872.27 
KALU Kaiser Aluminum Corporation
-0.03%
-$9.76 
TGT Target Corporation
-0.01%
-$3,074.98 
UBER Uber Technologies, Inc.
-0.01%
-$975.7 Events
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Dividends
Dividend Analysis
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No Data
| Trades 11361 | Longs Won 7003/11361 61% | Profit Factor 3.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.88M |
| Average Win $1.17M | Best Trade (Sep 30) $111.19M | Sharpe Ratio -35.7 |
| Average Loss -$570,827.42 | Worst Trade (Jun 30) -$54.25M | Z-Score -0.58 (43.63%) |
| Commissions $0 | Avg. Trade Length 1y 10m | Expectancy $502,640.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 119,272 | $16.94M | $16.5M | - | -$431,658.26 | -2.55% | -0.245% |
| AA Alcoa Corporation | 42,614 | $2.3M | $1.93M | - | -$370,152.08 | -16.1% | +0.645% |
| AAON Aaon Inc. | 120,500 | $15.12M | $10.73M | - | -$4.39M | -29.04% | +1.678% |
| AAPL Apple Inc. | 1.98M | $381.96M | $610.66M | - | $228.7M | 59.87% | -7.354% |
| ABBV AbbVie Inc. | 267,697 | $51.43M | $67.18M | - | $15.74M | 30.61% | -2.513% |
| ABCL AbCellera Biologics Inc. | 62,000 | $604,500 | $354,020 | - | -$250,480 | -41.44% | +0.351% |
| ABEV Ambev S.A. | 500,000 | $1.36M | $1.55M | - | $190,000 | 13.92% | -0.321% |
| ABT Abbott Laboratories | 464,852 | $59.04M | $49.13M | - | -$9.9M | -16.78% | +0.085% |
| ABVX Abivax SA ADR | 110,000 | $12.16M | $13.74M | - | $1.58M | 12.98% | +0.475% |
| ACAD Acadia Pharmaceuticals Inc. | 133,700 | $2.72M | $3.46M | - | $738,554.55 | 27.15% | -2.561% |
| ACGL Arch Capital Group Ltd | 28,830 | $2.79M | $2.9M | - | $111,377.38 | 4% | -0.603% |
| ACWI iShares MSCI ACWI ETF | 253,157 | $31.83M | $39.6M | - | $7.77M | 24.41% | +0.495% |
| ADBE Adobe Inc. | 171,629 | $47.45M | $42.98M | - | -$4.47M | -9.43% | +1.013% |
| ADI Analog Devices, Inc. | 61,059 | $16.76M | $22.43M | - | $5.68M | 33.88% | +0.202% |
| ADM Archer-Daniels-Midland Co | 9,064 | $522,024.33 | $718,503.28 | - | $196,478.95 | 37.64% | -1.662% |
| ADP Automatic Data Processing Inc. | 19,870 | $4.09M | $5.29M | - | $1.2M | 29.39% | +0.982% |
| ADPT Adaptive Biotechnologies Corporation | 8,925 | $968,184 | $201,437.25 | - | -$766,746.75 | -79.19% | -6.658% |
| ADSK Autodesk, Inc. | 565,616 | $149.9M | $132.47M | - | -$17.43M | -11.63% | -0.328% |
| AEIS Advanced Energy Industries Inc. | 13,582 | $4.38M | $3.93M | - | -$450,786.72 | -10.28% | +5.564% |
| AEM Agnico Eagle Mines Limited | 1,330 | $158,176.9 | $193,209.1 | - | $35,032.2 | 22.15% | -3.635% |
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FAQ
Which stocks have generated the highest profits for Winfried Buchbauer?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $378.88M, Lam Research Corporation - $189.84M, Microsoft Corp - $153.85M, Meta Platforms Inc Class A - $149.35M, and Tapestry Inc - $125.63M. 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: Sunnova Energy International Inc - $91.92M, Adobe Inc - $58.94M, Sunrun Inc - $52.33M, Intuit Inc - $45.5M, and Bath & Body Works, Inc - $40.25M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Winfried Buchbauer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $496.82M earned over time. The largest contributors to dividend income include Progressive Corporation - $17.6M, Microsoft Corp - $15.96M, Hannon Armstrong Sustainable Infrastructure Capital Inc - $13.64M, Sabre Corporation - $11.7M, and Tapestry Inc - $8.81M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Winfried Buchbauer's monthly returns?
Winfried Buchbauer'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 Winfried Buchbauer's strategy be considered aggressive or moderate?
Winfried Buchbauer's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Winfried Buchbauer's strategy?
Winfried Buchbauer'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.
