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:
40.92%
Gain +0.48%
Monthly
1.11%
Yearly
14.12%
Drawdown
14.38%
$279.88M
Equity
Holdings
$279.88M
Investment
$203.26M
$82.05M
Profit +$1.3M
Realized
$5.43M
Unrealized
$76.62M
Dividends
$12.82M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.48%
Profit
$1.3M
Win %
75%
This Week
Compared To Last Week
Gain
2.33%
Profit
$6.37M
Win %
75%
This Month
Compared to last month
Gain
2.33%
Profit
$6.37M
Win %
75%
This Year
Compared to last year
Gain
13.64%
Profit
$33.59M
Win %
73%
GOOG Alphabet Inc
+3.46%
+$14,939.54 
XSD SPDR S&P Semiconductor ETF
+1.48%
+$7,289 
DWSH Advisorshares Dorsey Wright Short ETF
+1.42%
+$1,036.91 
MPLX MPLX LP
+0.93%
+$2,030.96 
IXN iShares Global Tech ETF
+0.89%
+$16,642.72 
IWF iShares Russell 1000 Growth ETF
+0.82%
+$7,363.86 
XLK State Street Technology Select Sector SPDR ETF
+0.82%
+$7,672.32 
XLE Energy Select Sector SPDR Fund
+0.71%
+$3,899.1 
VGT Vanguard Information Technology ETF
+0.69%
+$18,686.8 
VDE Vanguard Energy ETF
+0.65%
+$2,178.3 
VOX Vanguard Communication Services ETF
+0.62%
+$5,761.08 
VUG Vanguard Growth ETF
+0.6%
+$23,314.14 
KO The Coca-Cola Company
+0.52%
+$8,525.16 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.48%
+$5,962.44 
PLTR Palantir Technologies Inc.
+0.43%
+$3,390.93 
HST Host Hotels & Resorts Inc.
+0.4%
+$950.76 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.36%
+$6,255.92 
OEF iShares S&P 100 ETF
+0.33%
+$1,159 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.33%
+$970.62 
VOO Vanguard S&P 500 ETF
+0.29%
+$16,116.98 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$126,437.05 
V Visa Inc. Class A
+0.27%
+$1,296.54 
DFUS Dimensional U.S. Equity Market ETF
+0.27%
+$2,727.34 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.26%
+$178,738.99 
MSFT Microsoft Corp.
+0.25%
+$3,545.35 
COST Costco Wholesale Corporation
+0.24%
+$1,254.3 
IWV ISHARES RUSSELL 3000 ETF
+0.2%
+$32,830.5 
GLPI Gaming and Leisure Properties, Inc.
+0.15%
+$473.55 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.1%
+$455.13 
VEU Vanguard FTSE All-World ex-US ETF
+0.07%
+$323.34 
PDM Piedmont Office Realty Trust Inc.
+0.05%
+$61.83 
DFNM Dimensional National Municipal Bond ETF
+0.04%
+$105.34 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.03%
+$72.44 
VUSB Vanguard Ultra-Short Bond ETF
+0.03%
+$62.48 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$50.27 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,477.51 
HDV iShares Core High Dividend ETF
+0.02%
+$79.97 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$34.81 
BRK-A Berkshire Hathaway Inc.
0%
$0 
STEW SRH Total Return Fund, Inc.
0%
$0 
MPX Marine Products Corporation
-2.98%
-$27,347 
ARKG ARK Genomic Revolution ETF
-2.78%
-$47,691.15 
AAPL Apple Inc.
-2.04%
-$8,149.89 
ESRT Empire State Realty Trust Inc.
-1.91%
-$1,783.65 
UCBI United Community Banks, Inc.
-1.73%
-$4,517.76 
TSLA Tesla, Inc.
-1.61%
-$24,130.16 
PKG Packaging Corporation of America
-1.35%
-$20,232.45 
HD The Home Depot, Inc.
-1.15%
-$9,004.73 
GMED Globus Medical Inc.
-1.05%
-$4,519.8 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.99%
-$2,835.6 
KBE SPDR S&P Bank ETF
-0.98%
-$6,906.21 
BAC Bank of America Corporation
-0.9%
-$7,049.35 
XME SPDR S&P Metals & Mining ETF
-0.77%
-$1,456.92 
KBWB Invesco KBW Bank ETF
-0.73%
-$5,542.97 
MAC The Macerich Company
-0.71%
-$2,722.28 
NTRS Northern Trust Corporation
-0.64%
-$1,957.55 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.56%
-$2,800.59 
PEP PepsiCo, Inc.
-0.53%
-$1,224.94 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.52%
-$2,958.93 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.52%
-$3,275.41 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.52%
-$3,046.17 
DFAT Dimensional US Targeted Value ETF
-0.49%
-$1,930.28 
GNR SPDR S&P Global Natural Resources ETF
-0.48%
-$2,740.97 
DFSV Dimensional US Small Cap Value ETF
-0.47%
-$3,637.1 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.45%
-$4,110.6 
DFIV Dimensional International Value ETF
-0.45%
-$3,044.25 
VAW Vanguard Materials ETF
-0.43%
-$971.94 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.43%
-$4,412.4 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.37%
-$4,681.95 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.36%
-$5,909.19 
JPM JPMorgan Chase & Co.
-0.33%
-$1,338.4 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.31%
-$3,668.46 
DISV Dimensional International Small Cap Equity Fund
-0.29%
-$1,864.08 
DON WisdomTree U.S. MidCap Dividend Fund
-0.28%
-$1,899.36 
DFAI Dimensional International Core Equity Market ETF
-0.28%
-$1,166.21 
AOA iShares Core Aggressive Allocation ETF
-0.27%
-$7,451.34 
VOOV Vanguard S&P 500 Value ETF
-0.27%
-$999.6 
VIG Vanguard Dividend Appreciation ETF
-0.27%
-$52,041.78 
IWD iShares Russell 1000 Value ETF
-0.26%
-$2,342.6 
DFAS Dimensional U.S. Small Cap ETF
-0.26%
-$1,219.47 
WMT Walmart Inc.
-0.26%
-$752.25 
DFIS Dimensional International Small Cap ETF
-0.26%
-$715.95 
VNQ Vanguard Real Estate ETF
-0.23%
-$3,437.34 
FR First Industrial Realty Trust Inc.
-0.23%
-$630.72 
IEF iShares 7-10 Year Treasury Bond ETF
-0.23%
-$2,564.95 
DFIC Dimensional International Core Equity Market ETF
-0.23%
-$536.01 
GLD SPDR Gold Shares
-0.2%
-$623.82 
VIS Vanguard Industrials ETF
-0.2%
-$2,441.53 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.18%
-$2,661.95 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.18%
-$1,525.59 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.18%
-$14,180.26 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.18%
-$543.89 
XLI Industrial Select Sector SPDR Fund
-0.17%
-$704.4 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.16%
-$1,532.63 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$1,265.42 
DUHP Dimensional US High Profitability ETF
-0.16%
-$678.08 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$2,144.83 
VXF Vanguard Extended Market ETF
-0.14%
-$721.82 
MDY SPDR S&P MidCap 400 ETF Trust
-0.14%
-$10,799.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.14%
-$2,029.2 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.13%
-$278.62 
IBTI iShares iBonds Dec 2028 Term ETF
-0.11%
-$261.77 
BNDX Vanguard Total International Bond ETF
-0.09%
-$228.19 
VTV Vanguard Value ETF
-0.09%
-$2,271.4 
DFEV Dimensional Emerging Markets Value ETF
-0.07%
-$555.9 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$160.77 
VYM Vanguard High Dividend Yield ETF
-0.07%
-$3,401.97 
ARKK ARK Innovation ETF Fund
-0.07%
-$457.5 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.07%
-$171.82 
BSV Vanguard Short-Term Bond ETF
-0.06%
-$180.59 
VTEB Vanguard Tax-Exempt Bond ETF
-0.05%
-$701.83 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$119.63 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.04%
-$653.92 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$594.32 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$108.96 
HYBL SPDR Blackstone High Income Fund
-0.04%
-$202.34 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.02%
-$1,014.83 
VBIL Vanguard 3-Month Treasury Bill ETF
-0.01%
-$377.52 Events
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Dividends
Dividend Analysis
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| Trades 749 | Longs Won 537/749 71% | Profit Factor 48.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.14M |
| Average Win $155,982.75 | Best Trade (Aug 06) $26.3M | Sharpe Ratio -11.06 |
| Average Loss -$8,097.68 | Worst Trade (Jul 30) -$409,919.97 | Z-Score 7.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $109,540.76 |
| 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% | 0.74% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $3.96M, SPDR Bloomberg 1-3 Month T-Bill ETF - $2.65M, SPDR S&P 500 ETF Trust - $2.64M, Vanguard Dividend Appreciation ETF - $1.21M, and ISHARES RUSSELL 3000 ETF - $909,314.49. 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, Park Hotels & Resorts Inc - $34,084.97, RxSight Inc - $28,622.91, Empire State Realty Trust Inc - $22,034.18, and Oaktree Specialty Lending Corporation - $12,955.78. 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 $12.82M 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 - $1.89M, SPDR S&P 500 ETF Trust - $1.27M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $816,997.51, and Vanguard Dividend Appreciation ETF - $758,511.17. 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.
