SFM
Stephen F. Molyneaux Portfolio
Invests via HANOVER ADVISORS Inc. | Managed by Stephen F. Molyneaux
Invests via HANOVER ADVISORS Inc.
Managed by Stephen F. Molyneaux
Automatically Tracked
Stephen F. Molyneaux Profile
With an extensive background in financial markets, Stephen F. Molyneaux stands out as a seasoned investor-operator known for his strategic insight and leadership acumen. His experience encompasses various roles across leading investment firms where he has been pivotal in identifying growth opportunities and optimizing capital allocation processes. Often engaging with innovative startups, he plays a critical role in shaping entrepreneurial ventures through effective mentoring and resource management. By combining operational expertise with deep market knowledge, he significantly impacts business strategies that enhance competitiveness within dynamic sectors.
With an extensive background in financial markets, Stephen F. Molyneaux stands out as a seasoned investor-operator known for his strategic insight and leadership acumen. His experience encompasses various roles across leading investment firms where he has been pivotal in identifying growth opportunities and optimizing capital allocation processes. Often engaging with innovative startups, he plays a critical role in shaping entrepreneurial ventures through effective mentoring and resource management. By combining operational expertise with deep market knowledge, he significantly impacts business strategies that enhance competitiveness within dynamic sectors.
Investment Philosophy & Strategy
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:
40.01%
Gain +0.3%
Monthly
1.02%
Yearly
12.96%
Drawdown
14.41%
$281.3M
Equity
Holdings
$281.3M
Investment
$206.79M
$80.31M
Profit +$837,339.13
Realized
$5.79M
Unrealized
$74.51M
Dividends
$13.36M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.3%
Profit
$837,339.13
Win %
64%
This Week
Compared To Last Week
Gain
0.3%
Profit
$837,339.13
Win %
64%
This Month
Compared to last month
Gain
0.24%
Profit
$673,824.12
Win %
64%
This Year
Compared to last year
Gain
1.31%
Profit
$3.65M
Win %
65%
TSLA Tesla, Inc.
+5.12%
+$74,840.68 
RKLB Rocket Lab Corporation
+4.88%
+$6,880 
XSD SPDR S&P Semiconductor ETF
+4.36%
+$23,834.41 
AIRR First Trust RBA American Industrial Renaissance ETF
+2.26%
+$33,974.56 
GMED Globus Medical Inc.
+2.26%
+$9,374.4 
MCFT MasterCraft Boat Holdings, Inc.
+1.84%
+$6,621.79 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.69%
+$22,560.72 
IXN iShares Global Tech ETF
+1.57%
+$33,781.04 
XME SPDR S&P Metals & Mining ETF
+1.42%
+$2,837.16 
ARKK ARK Innovation ETF Fund
+1.37%
+$11,071.5 
MAC The Macerich Company
+1.35%
+$4,676.87 
ARKG ARK Genomic Revolution ETF
+1.33%
+$28,272.91 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+1.33%
+$3,725.2 
GOOG Alphabet Inc
+1.32%
+$5,841.01 
VAW Vanguard Materials ETF
+1.27%
+$2,891.88 
DFEV Dimensional Emerging Markets Value ETF
+1.26%
+$9,549.75 
VGT Vanguard Information Technology ETF
+1.23%
+$37,257.43 
MDY SPDR S&P MidCap 400 ETF Trust
+1.22%
+$90,359.36 
EWJ iShares MSCI Japan ETF
+1.22%
+$2,898.84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.22%
+$3,196.15 
XLK State Street Technology Select Sector SPDR ETF
+1.21%
+$12,787.2 
DFAS Dimensional U.S. Small Cap ETF
+1.15%
+$5,311.8 
NTRS Northern Trust Corporation
+1.14%
+$3,721.04 
DFAE Dimensional Emerging Core Equity Market ETF
+1.13%
+$2,520.93 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+1.13%
+$6,081.7 
IVOO Vanguard S&P Mid-Cap 400 ETF
+1.13%
+$8,441.47 
IWF iShares Russell 1000 Growth ETF
+1.13%
+$10,615.92 
VXF Vanguard Extended Market ETF
+1.12%
+$5,541.03 
VUG Vanguard Growth ETF
+1.1%
+$44,670.53 
VIS Vanguard Industrials ETF
+1%
+$11,203.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.94%
+$13,097.04 
KBE SPDR S&P Bank ETF
+0.93%
+$5,507.65 
VEU Vanguard FTSE All-World ex-US ETF
+0.92%
+$4,142.76 
XLI Industrial Select Sector SPDR Fund
+0.91%
+$3,597.44 
DFSV Dimensional US Small Cap Value ETF
+0.9%
+$6,751.72 
VOOG Vanguard S&P 500 Growth ETF
+0.89%
+$1,947.88 
DFAT Dimensional US Targeted Value ETF
+0.88%
+$3,301.05 
DFUS Dimensional U.S. Equity Market ETF
+0.82%
+$8,447.64 
EFA iShares MSCI EAFE ETF
+0.8%
+$1,609.58 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.8%
+$546,466.19 
OEF iShares S&P 100 ETF
+0.78%
+$2,840.51 
DFIS Dimensional International Small Cap ETF
+0.77%
+$2,187.62 
DWSH Advisorshares Dorsey Wright Short ETF
+0.75%
+$517.46 
VNO Vornado Realty Trust
+0.74%
+$1,657 
IWV ISHARES RUSSELL 3000 ETF
+0.74%
+$121,931.74 
DFAI Dimensional International Core Equity Market ETF
+0.74%
+$2,944.46 
DON WisdomTree U.S. MidCap Dividend Fund
+0.72%
+$4,629.69 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.72%
+$3,236.48 
WPC W. P. Carey Inc.
+0.7%
+$2,487.6 
SPY SPDR S&P 500 ETF Trust
+0.68%
+$311,059.7 
AAPL Apple Inc.
+0.65%
+$2,926.79 
VYM Vanguard High Dividend Yield ETF
+0.64%
+$30,821 
VOO Vanguard S&P 500 ETF
+0.64%
+$36,594.3 
GNR SPDR S&P Global Natural Resources ETF
+0.62%
+$3,763.72 
VIG Vanguard Dividend Appreciation ETF
+0.58%
+$110,165.44 
DFIV Dimensional International Value ETF
+0.54%
+$3,592.22 
HST Host Hotels & Resorts Inc.
+0.51%
+$1,219.23 
HD The Home Depot, Inc.
+0.5%
+$3,228.9 
DFNM Dimensional National Municipal Bond ETF
+0.42%
+$1,027.07 
IWD iShares Russell 1000 Value ETF
+0.41%
+$2,792.1 
VOOV Vanguard S&P 500 Value ETF
+0.41%
+$1,520.4 
VOX Vanguard Communication Services ETF
+0.41%
+$3,733.73 
VNQ Vanguard Real Estate ETF
+0.4%
+$5,275.65 
TPL Texas Pacific Land Corporation
+0.38%
+$2,208.48 
AOA iShares Core Aggressive Allocation ETF
+0.36%
+$17,654.86 
HYBL SPDR Blackstone High Income Fund
+0.36%
+$2,005.09 
KBWB Invesco KBW Bank ETF
+0.36%
+$2,412.4 
DUHP Dimensional US High Profitability ETF
+0.32%
+$1,435.32 
VTEB Vanguard Tax-Exempt Bond ETF
+0.32%
+$4,227.9 
MSFT Microsoft Corp.
+0.3%
+$5,639.52 
DISV Dimensional International Small Cap Equity Fund
+0.28%
+$1,865.63 
VTV Vanguard Value ETF
+0.16%
+$3,860.02 
BRK-B Berkshire Hathaway Inc.
+0.13%
+$1,819.59 
HDV iShares Core High Dividend ETF
+0.12%
+$559.83 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$164.1 
BRK-A Berkshire Hathaway Inc.
+0.06%
+$454.19 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$845.09 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$1,807.4 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$294.43 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$111.17 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.02%
+$1,820.61 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$52.61 
STEW SRH Total Return Fund, Inc.
+0.02%
+$40.53 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$614.47 
PKG Packaging Corporation of America
+0.01%
+$128.4 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
GLD SPDR Gold Shares
-1.15%
-$3,709.21 
NLY Annaly Capital Management, Inc.
-0.83%
-$3,011.34 
KO The Coca-Cola Company
-0.78%
-$13,701.15 
UCBI United Community Banks, Inc.
-0.74%
-$1,764.75 
JPM JPMorgan Chase & Co.
-0.51%
-$2,019.55 
HPP HUDSON PACIFIC PROPERTIES INC
-0.44%
-$1,951.75 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.3%
-$3,417.51 
PLTR Palantir Technologies Inc.
-0.28%
-$3,188.56 
BAC Bank of America Corporation
-0.25%
-$1,730.3 
PEP PepsiCo, Inc.
-0.19%
-$402.72 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.16%
-$1,029.6 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$1,531.88 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.14%
-$10,039.3 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.14%
-$1,345.6 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.13%
-$608.83 
ESS Essex Property Trust, Inc.
-0.13%
-$238.68 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$278.87 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$1,070.18 
COST Costco Wholesale Corporation
-0.12%
-$611.01 
MPLX MPLX LP
-0.12%
-$268.06 
WMT Walmart Inc.
-0.12%
-$325.2 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.11%
-$967.98 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$233.72 
AGG iShares Core U.S. Aggregate Bond ETF
-0.1%
-$994.75 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.09%
-$1,350.72 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.09%
-$1,038.28 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$260.85 
XLE Energy Select Sector SPDR Fund
-0.07%
-$421.96 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$199.76 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$168.3 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$624.26 
IBTI iShares iBonds Dec 2028 Term ETF
-0.05%
-$109.53 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$119.63 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.04%
-$244.09 
VDE Vanguard Energy ETF
-0.02%
-$82.1 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$70.42 Events
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Dividends
Dividend Analysis
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| Trades 835 | Longs Won 561/835 67% | Profit Factor 26.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.09M |
| Average Win $148,796.44 | Best Trade (Aug 14) $26.79M | Sharpe Ratio -140.95 |
| Average Loss -$11,560.5 | Worst Trade (Aug 13) -$328,188 | Z-Score 1.6 (88.96%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4d | Expectancy $96,176.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.83% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,355 | $297,629.29 | $450,510.4 | - | $152,881.11 | 51.37% | +0.654% |
| AGG iShares Core U.S. Aggregate Bond ETF | 10,471 | $1.03M | $987,677.07 | - | -$45,941.6 | -4.44% | -0.101% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 14,396 | $1.03M | $1.54M | - | $506,942.86 | 49.23% | +2.261% |
| AOA iShares Core Aggressive Allocation ETF | 49,732 | $4.62M | $4.85M | - | $228,638.67 | 4.95% | +0.365% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 23,569 | $1.12M | $1.15M | - | $24,629.59 | 2.2% | -0.297% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 121,374 | $8.09M | $8.32M | - | $228,138.26 | 2.82% | +0.022% |
| ARKG ARK Genomic Revolution ETF | 39,821 | $1.1M | $2.15M | - | $1.05M | 95.58% | +1.335% |
| ARKK ARK Innovation ETF Fund | 9,150 | $502,369.56 | $821,578.5 | - | $319,208.94 | 63.54% | +1.366% |
| BAC Bank of America Corporation | 12,817 | $431,548.32 | $686,927.11 | - | $255,378.79 | 59.18% | -0.251% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 61,447 | $5.62M | $5.62M | - | $742.65 | 0.01% | +0.011% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 100,393 | $7.72M | $7.3M | - | -$422,726.56 | -5.48% | -0.137% |
| BRK-A Berkshire Hathaway Inc. | 1 | $542,625 | $752,199.19 | - | $209,574.19 | 38.62% | +0.06% |
| BRK-B Berkshire Hathaway Inc. | 2,778 | $1.38M | $1.39M | - | $9,256.64 | 0.67% | +0.131% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 58,886 | $1.14M | $1.15M | - | $13,573.19 | 1.19% | +0.026% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 84,509 | $1.64M | $1.65M | - | $8,720.63 | 0.53% | +0.051% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 62,426 | $1.27M | $1.26M | - | -$9,425.38 | -0.74% | -0.05% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 53,824 | $997,958.87 | $980,404.16 | - | -$17,554.71 | -1.76% | -0.137% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 53,509 | $888,835.16 | $864,437.89 | - | -$24,397.27 | -2.74% | -0.124% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 41,184 | $671,142.66 | $650,501.28 | - | -$20,641.38 | -3.08% | -0.158% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 24,353 | $499,255.84 | $477,684.09 | - | -$21,571.75 | -4.32% | -0.127% |
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FAQ
Which stocks have generated the highest profits for Stephen F. Molyneaux?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $4.35M, SPDR Bloomberg 1-3 Month T-Bill ETF - $2.66M, SPDR S&P 500 ETF Trust - $2.53M, Vanguard Dividend Appreciation ETF - $1.4M, and ISHARES RUSSELL 3000 ETF - $956,333.65. 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: Global Payments Inc - $162,896.79, Marine Products Corporation - $158,190.66, Park Hotels & Resorts Inc - $35,479.92, RxSight Inc - $28,622.91, and Empire State Realty Trust Inc - $20,017. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stephen F. Molyneaux's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.36M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $2.57M, VANGUARD TOTAL STOCK MKT ETF - $2.09M, SPDR S&P 500 ETF Trust - $1.15M, Vanguard Dividend Appreciation ETF - $849,977.99, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $843,042.01. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stephen F. Molyneaux's monthly returns?
Stephen F. Molyneaux's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Stephen F. Molyneaux's strategy be considered aggressive or moderate?
Stephen F. Molyneaux's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Stephen F. Molyneaux's strategy?
Stephen F. Molyneaux's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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