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
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.
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.
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:
42.26%
Gain -0.71%
Monthly
0.43%
Yearly
5.28%
Drawdown
17.37%
$139.21M
Equity
Holdings
$139.21M
Investment
$118.58M
$24.52M
Profit -$786,029.24
Realized
$3.89M
Unrealized
$20.63M
Dividends
$11.55M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.71%
Profit
-$786,029.24
Win %
72%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$786,029.24
Win %
72%
This Month
Compared to last month
Gain
-1%
Profit
-$1.41M
Win %
72%
This Year
Compared to last year
Gain
0.26%
Profit
$358,441.91
Win %
70%
ABTC Gryphon Digital Mining, Inc
+3.97%
+$310.31 
NFLX Netflix, Inc.
+3.79%
+$8,253.81 
GOOGL Alphabet Inc
+3.23%
+$16,428.44 
GOOG Alphabet Inc
+3.07%
+$17,165.65 
META Meta Platforms Inc Class A
+2.72%
+$9,632.65 
MSFT Microsoft Corp.
+2.04%
+$16,335.71 
LLY Eli Lilly and Company
+2.02%
+$6,274.72 
UNH UnitedHealth Group Incorporated
+1.19%
+$5,568.18 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$2,810.26 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$14,969.46 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.24%
+$7,869.64 
AAPL Apple Inc.
+0.22%
+$4,706.37 
FLTB Fidelity Limited Term Bond ETF
+0.09%
+$484.61 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$28.49 
LRCX Lam Research Corporation
-8.25%
-$19,564.95 
VRT Vertiv Holdings Co
-7.64%
-$13,351.8 
MU Micron Technology, Inc.
-5.27%
-$13,564.32 
BAC Bank of America Corporation
-5.14%
-$33,240.07 
SNDK SanDisk Corporation
-5%
-$8,256.75 
AMD Advanced Micro Devices, Inc.
-4.33%
-$16,226.1 
NVDA NVIDIA Corporation
-3.4%
-$90,453.75 
IEMG iShares Core MSCI Emerging Markets ETF
-2.65%
-$25,531.02 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-1.86%
-$19,879.8 
TSLA Tesla, Inc.
-1.76%
-$13,173.84 
JPM JPMorgan Chase & Co.
-1.71%
-$4,287.37 
IFRA iShares U.S. Infrastructure
-1.7%
-$38,896.11 
AMZN Amazon.com Inc
-1.25%
-$12,685.92 
FBCG Fidelity Blue Chip Growth Fund
-1.15%
-$256,179.36 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$62,846.77 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$9,693.6 
QQQI Neos NASDAQ-100 High Income ETF
-0.66%
-$5,295.6 
FENI Fidelity Enhanced International ETF
-0.66%
-$52,137 
FSMD Fidelity Small-Mid Multifactor ETF
-0.61%
-$7,648.94 
FMDE Fidelity Enhanced Mid Cap ETF
-0.56%
-$16,298.03 
XOM Exxon Mobil Corporation
-0.55%
-$2,003.78 
FDVV Fidelity High Dividend ETF
-0.51%
-$40,267.84 
IVV iShares Core S&P 500 ETF
-0.47%
-$67,089.2 
VOO Vanguard S&P 500 ETF
-0.46%
-$9,499 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$3,250.32 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$1,136.85 
IWM iShares Russell 2000 ETF
-0.35%
-$5,128.78 
IWR iShares Russell Mid-Cap ETF
-0.29%
-$6,110.08 
VYMI Vanguard International High Dividend Yield Index Fund
-0.25%
-$7,458.62 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$6,770.27 
FELV Fidelity Enhanced Large Cap Value ETF
-0.21%
-$1,914.3 
FTBD Fidelity Tactical Bond ETF
-0.14%
-$808.66 
FDHY Fidelity Enhanced High Yield ETF
-0.13%
-$7,444.52 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$392.77 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$341.7 
IWD iShares Russell 1000 Value ETF
-0.07%
-$2,690.4 
FBND Fidelity Total Bond ETF
-0.06%
-$13,179.9 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1,121.22 Events
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Dividends
Dividend Analysis
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| Trades 333 | Longs Won 213/333 63% | Profit Factor 4.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $369,921.23 |
| Average Win $153,374.24 | Best Trade (Jun 30) $3.86M | Sharpe Ratio -11.92 |
| Average Loss -$67,887.24 | Worst Trade (Dec 31) -$1.96M | Z-Score 4.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4d | Expectancy $73,640.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,049 | 1,844 | 1,639 | 1,434 | 1,230 | 1,025 | 820 | 615 | 410 | 205 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,447 | $1.49M | $2.15M | - | $657,948.86 | 44.19% | +0.22% |
| ABTC Gryphon Digital Mining, Inc | 940.34 | $12,973.94 | $8,133.98 | - | -$4,839.96 | -37.31% | +3.966% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,556 | $442,512.32 | $436,943.18 | - | -$5,569.14 | -1.26% | -0.078% |
| AMD Advanced Micro Devices, Inc. | 726 | $421,740.64 | $358,484.28 | - | -$63,256.36 | -15% | -4.33% |
| AMZN Amazon.com Inc | 3,952 | $850,341.21 | $1M | - | $151,767.43 | 17.85% | -1.25% |
| BAC Bank of America Corporation | 10,307 | $511,548.57 | $612,905.75 | - | $101,357.18 | 19.81% | -5.144% |
| BRK-B Berkshire Hathaway Inc. | 619 | $296,624.8 | $318,729.29 | - | $22,104.49 | 7.45% | +0.89% |
| FBCG Fidelity Blue Chip Growth Fund | 360,816 | $18.03M | $22.01M | - | $3.98M | 22.08% | -1.151% |
| FBND Fidelity Total Bond ETF | 527,196 | $23.96M | $23.31M | - | -$647,730.54 | -2.7% | -0.057% |
| FDEM Fidelity Emerging Markets Multi-Asset Fund | 29,235 | $920,193.9 | $1.05M | - | $130,219.65 | 14.15% | -1.857% |
| FDHY Fidelity Enhanced High Yield ETF | 114,531 | $5.6M | $5.55M | - | -$44,705.91 | -0.8% | -0.134% |
| FDVV Fidelity High Dividend ETF | 125,837 | $6.75M | $7.91M | - | $1.16M | 17.11% | -0.506% |
| FELV Fidelity Enhanced Large Cap Value ETF | 21,270 | $759,544.34 | $904,825.8 | - | $145,281.46 | 19.13% | -0.211% |
| FENI Fidelity Enhanced International ETF | 193,100 | $6.67M | $7.86M | - | $1.19M | 17.85% | -0.659% |
| FLTB Fidelity Limited Term Bond ETF | 10,769 | $544,361.46 | $533,227.03 | - | -$11,134.43 | -2.05% | +0.091% |
| FMDE Fidelity Enhanced Mid Cap ETF | 70,861 | $2.44M | $2.92M | - | $479,184.58 | 19.62% | -0.555% |
| FSMD Fidelity Small-Mid Multifactor ETF | 24,674 | $1.06M | $1.25M | - | $186,207.99 | 17.57% | -0.61% |
| FTBD Fidelity Tactical Bond ETF | 11,892 | $586,185.74 | $567,724.08 | - | -$18,461.66 | -3.15% | -0.142% |
| GOOG Alphabet Inc | 1,669 | $337,990.37 | $577,031.71 | - | $239,041.34 | 70.72% | +3.066% |
| GOOGL Alphabet Inc | 1,501 | $326,357.04 | $524,516.94 | - | $198,159.9 | 60.72% | +3.233% |
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FAQ
Which stocks have generated the highest profits for Maree Sgro?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $7.99M, iShares Core MSCI EAFE ETF - $2.1M, Fidelity Total Bond ETF - $1.29M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $659,949.03, and iShares Russell 1000 Value ETF - $636,444.61. 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: iShares Core U.S. Aggregate Bond ETF - $1.18M, iShares Core MSCI Emerging Markets ETF - $336,760.87, UnitedHealth Group Incorporated - $57,894.82, Microsoft Corp - $45,184.68, and Netflix, Inc - $35,193.13. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Maree Sgro's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.55M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $2.34M, iShares Core S&P 500 ETF - $1.75M, iShares Core U.S. Aggregate Bond ETF - $1.49M, Fidelity Total Bond ETF - $1.25M, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $784,008.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Maree Sgro's monthly returns?
Maree Sgro'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 Maree Sgro's strategy be considered aggressive or moderate?
Maree Sgro'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 Maree Sgro's strategy?
Maree Sgro'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.
