Maree Sgro Portfolio

Invests via BG Investment Services Inc. | Managed by Maree Sgro

Invests via BG Investment Services Inc.

Managed by Maree Sgro

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:03 PM

Maree Sgro Profile

Maree Sgro is a distinguished industry leader known for her extensive background in operational management and strategic development. She has a proven track record of driving growth within organizations across various sectors, making her an influential figure in corporate circles. With significant experience as an operating executive, she excels at navigating complex challenges and spearheading initiatives that foster innovation and efficiency. Maree's ability to leverage market insights positions her as a valuable asset in capitalizing on emerging opportunities. Her commitment to organizational excellence underscores her relevance in today's dynamic business environment.

Investment Philosophy & Strategy

A clear understanding of operational excellence drives decision-making in Maree Sgro's investment philosophy. Leveraging her rich background in management, she emphasizes strategic alignment with growth trajectories, ensuring initiatives resonate with market demands. This proactive approach enables her to identify and cultivate opportunities across sectors poised for disruption. By prioritizing efficiency and innovation, the focus remains on transforming challenges into pathways for advancement. Additionally, her leadership experience enhances collaboration within teams aimed at executing ambitious plans that maximize impact and resource optimization.

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:

40.16%

Gain +0.32%

Monthly

0.36%

Yearly

4.46%

Drawdown

20.68%

$132.18M

Equity

Holdings

$132.18M

Investment

$111.55M

$23.9M

Profit +$442,223.08

Realized

$3.27M

Unrealized

$20.63M

Dividends

$10.81M

Goals

Avg. 85.5% completed goals

Yearly

Gain > 5%

2026

71%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.32%

Profit

$442,223.08

Win %

76%

This Week

Compared To Last Week

Gain

-1.09%

Profit

-$1.46M

Win %

76%

This Month

Compared to last month

Gain

-0.94%

Profit

-$1.25M

Win %

76%

This Year

Compared to last year

Gain

3.53%

Profit

$5.38M

Win %

76%

Gainers
Losers

JPM JPMorgan Chase & Co.

+2.3%

+$5,118.99

TSLA Tesla, Inc.

+1.88%

+$21,216.66

BAC Bank of America Corporation

+1.52%

+$9,255.96

IFRA iShares U.S. Infrastructure

+1.26%

+$31,055.64

FELV Fidelity Enhanced Large Cap Value ETF

+1.04%

+$7,358.68

FMDE Fidelity Enhanced Mid Cap ETF

+1.03%

+$26,295.35

IWD iShares Russell 1000 Value ETF

+1.02%

+$35,704.33

IWR iShares Russell Mid-Cap ETF

+0.95%

+$20,171.52

IWM iShares Russell 2000 ETF

+0.9%

+$14,072.02

FSMD Fidelity Small-Mid Multifactor ETF

+0.9%

+$9,912.08

SCHD Schwab U.S. Dividend Equity ETF

+0.89%

+$16,831.31

VYM Vanguard High Dividend Yield ETF

+0.8%

+$9,526.78

UNH UnitedHealth Group Incorporated

+0.71%

+$3,870.63

QQQI Neos NASDAQ-100 High Income ETF

+0.7%

+$5,846.88

BRK-B Berkshire Hathaway Inc.

+0.69%

+$2,073.66

IEMG iShares Core MSCI Emerging Markets ETF

+0.61%

+$6,184.73

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$1,451.98

FDVV Fidelity High Dividend ETF

+0.59%

+$40,521.24

IVV iShares Core S&P 500 ETF

+0.58%

+$83,600.83

VOO Vanguard S&P 500 ETF

+0.58%

+$10,481.36

SPY SPDR S&P 500 ETF Trust

+0.57%

+$4,394.96

GOOGL Alphabet Inc

+0.56%

+$3,036.02

VYMI Vanguard International High Dividend Yield Index Fund

+0.56%

+$13,352.64

JEPI JPMorgan Equity Premium Income Fund

+0.47%

+$20,963.8

GOOG Alphabet Inc

+0.46%

+$2,942.16

FDEM Fidelity Emerging Markets Multi-Asset Fund

+0.33%

+$2,943

FENI Fidelity Enhanced International ETF

+0.31%

+$21,340.87

XOM Exxon Mobil Corporation

+0.29%

+$870.38

IEFA iShares Core MSCI EAFE ETF

+0.23%

+$17,379.56

NVDA NVIDIA Corporation

+0.18%

+$4,752.65

FDHY Fidelity Enhanced High Yield ETF

+0.15%

+$7,234.12

SCHG Schwab U.S. Large-Cap Growth ETF

+0.15%

+$4,288.9

MSFT Microsoft Corp.

+0.13%

+$1,440.92

FBCG Fidelity Blue Chip Growth Fund

+0.11%

+$21,148.4

SGOV iShares 0-3 Month Treasury Bond ETF

+0.03%

+$67.56

GRYP American Bitcoin Corp. Class A Common Stock

HYG iShares iBoxx $ High Yield Corporate Bond ETF

LLY Eli Lilly and Company

-2.41%

-$7,491.93

ASML ASML Holding N.V. New York Registry Shares

-1.92%

-$8,989.56

AAPL Apple Inc.

-1.52%

-$30,465

AMZN Amazon.com Inc

-1.21%

-$12,065.7

NFLX Netflix, Inc.

-1.14%

-$3,143.4

META Meta Platforms Inc Class A

-0.23%

-$777.39

AGG iShares Core U.S. Aggregate Bond ETF

-0.12%

-$544.29

FBND Fidelity Total Bond ETF

-0.11%

-$23,449.2

FTBD Fidelity Tactical Bond ETF

-0.09%

-$469.9

FLTB Fidelity Limited Term Bond ETF

-0.04%

-$194.94

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

-0.02%

-$567.72

Events

Dividends

Dividend Analysis

No Data

Trades 283	Longs Won 185/283 65%	Profit Factor 4.42
Profitability	Shorts Won 0/0 0%	Standard Deviation $396,309.55
Average Win $167,013.01	Best Trade (Jun 30) $3.86M	Sharpe Ratio -13.29
Average Loss -$71,389.37	Worst Trade (Dec 31) -$1.96M	Z-Score 5.05 (100%)
Commissions $0	Avg. Trade Length 1y 5m 4w 1d	Expectancy $84,456.71

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	1,852	1,667	1,481	1,296	1,111	926	741	556	370	185