GP
George Peller Portfolio
Invests via VestGen Investment Management | Managed by Calen Smerchek
Invests via VestGen Investment Management
Managed by Calen Smerchek
Automatically Tracked
George Peller Profile
George Peller is a seasoned entrepreneur and operator known for his transformative leadership in technology-focused startups. His career trajectory reflects a strong emphasis on innovation, having founded several companies that bridge software solutions with emerging market needs. He has developed a keen understanding of operational efficiencies and scalability within competitive landscapes. Peller's experience extends beyond entrepreneurship; he actively participates as an investor in growth-stage ventures, leveraging his insights to enhance business models that drive substantial value creation. With a track record of successful exits and robust networks in the tech community, he continues to influence entrepreneurial ecosystems.
George Peller is a seasoned entrepreneur and operator known for his transformative leadership in technology-focused startups. His career trajectory reflects a strong emphasis on innovation, having founded several companies that bridge software solutions with emerging market needs. He has developed a keen understanding of operational efficiencies and scalability within competitive landscapes. Peller's experience extends beyond entrepreneurship; he actively participates as an investor in growth-stage ventures, leveraging his insights to enhance business models that drive substantial value creation. With a track record of successful exits and robust networks in the tech community, he continues to influence entrepreneurial ecosystems.
Investment Philosophy & Strategy
Through an innovative lens, George Peller approaches investment with a focus on technology startups that promise disruption and scalability. His entrepreneurial experience shapes his strategic priorities, enabling him to identify opportunities where operational efficiencies can yield competitive advantages. With a history of founding businesses that merge cutting-edge software solutions with market needs, he exhibits a profound understanding of the dynamics driving growth in emerging sectors. Investment decisions reflect not only market trends but also a commitment to nurturing business models poised for transformation and long-term success.
Through an innovative lens, George Peller approaches investment with a focus on technology startups that promise disruption and scalability. His entrepreneurial experience shapes his strategic priorities, enabling him to identify opportunities where operational efficiencies can yield competitive advantages. With a history of founding businesses that merge cutting-edge software solutions with market needs, he exhibits a profound understanding of the dynamics driving growth in emerging sectors. Investment decisions reflect not only market trends but also a commitment to nurturing business models poised for transformation and long-term success.
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:
39.21%
Gain +0.81%
Monthly
0.34%
Yearly
4.21%
Drawdown
16.84%
$194.87M
Equity
Holdings
$194.87M
Investment
$158.03M
$304.46M
Profit +$1.72M
Realized
$267.62M
Unrealized
$36.84M
Dividends
$300.87M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.81%
Profit
$1.72M
Win %
69%
This Week
Compared To Last Week
Gain
0.89%
Profit
$1.72M
Win %
69%
This Month
Compared to last month
Gain
-0.69%
Profit
-$1.36M
Win %
69%
This Year
Compared to last year
Gain
7.95%
Profit
$14.34M
Win %
71%
FIX Comfort Systems USA Inc.
+8.44%
+$105,273.49 
TSLA Tesla, Inc.
+6.28%
+$29,240.46 
FN Fabrinet
+5.56%
+$24,986.77 
GEV GE Vernova Inc.
+4.68%
+$105,970.32 
KTOS Kratos Defense & Security Solutions, Inc.
+3.88%
+$8,149.5 
KLAC KLA Corporation
+3.76%
+$9,096.8 
UAL United Airlines Holdings, Inc.
+3.74%
+$21,238.98 
HWM Howmet Aerospace Inc.
+3.67%
+$25,622.74 
MU Micron Technology Inc.
+3.67%
+$19,050.55 
MTZ MasTec, Inc.
+3.6%
+$12,084.75 
EME EMCOR Group, Inc.
+3.33%
+$37,798.75 
CW Curtiss-Wright Corporation
+3.16%
+$27,189.54 
EVR Evercore Inc. Class A Common Stock
+3.14%
+$13,232.97 
CSCO Cisco Systems, Inc.
+3.05%
+$17,102.79 
AVGO Broadcom Inc.
+3.04%
+$73,203.37 
BAI iShares A.I. Innovation and Tech Active ETF
+2.88%
+$14,306.2 
MS Morgan Stanley Common Stock
+2.79%
+$6,825.4 
PH Parker-Hannifin Corporation
+2.73%
+$11,486.34 
APH Amphenol Corp. Class A Common Stock
+2.67%
+$126,062.89 
QCOM QUALCOMM Incorporated
+2.66%
+$9,416.5 
TXN Texas Instruments Inc.
+2.53%
+$8,405.11 
NVDA NVIDIA Corporation
+2.51%
+$183,757.33 
HCMT Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF
+2.4%
+$11,534.4 
GS The Goldman Sachs Group, Inc.
+2.25%
+$20,073.6 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+2.2%
+$13,293.99 
RTX RTX Corporation
+2.17%
+$7,522.39 
CRS Carpenter Technology Corporation
+2.15%
+$28,914.26 
MTUM iShares MSCI USA Momentum Factor ETF
+2.08%
+$23,896.85 
ENSG The Ensign Group, Inc.
+1.87%
+$13,127.1 
QQH HCM Defender 100 Index ETF
+1.8%
+$7,700.32 
IDEF iShares Defense Industrials Active ETF
+1.8%
+$4,816.34 
BNY Bank of New York Mellon Corp.
+1.75%
+$24,528.55 
THC Tenet Healthcare Corp.
+1.74%
+$26,889.86 
CNX CNX Resources Corporation
+1.64%
+$11,316.6 
DTM DT Midstream, Inc.
+1.63%
+$15,067.18 
PM Philip Morris International Inc.
+1.53%
+$12,419.6 
NOC Northrop Grumman Corporation
+1.51%
+$4,259.19 
CAH Cardinal Health, Inc.
+1.5%
+$30,332.81 
BFC Bank First Corporation
+1.48%
+$4,807 
VIS Vanguard Industrials ETF
+1.47%
+$4,513.74 
GE General Electric Company
+1.45%
+$6,363.18 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
+1.43%
+$10,312.05 
FTI TechnipFMC plc
+1.43%
+$16,030 
XLI State Street Industrial Select Sector SPDR ETF
+1.43%
+$10,552.75 
QQQ Invesco QQQ Trust, Series 1
+1.43%
+$5,528.43 
DXJ WisdomTree Japan Hedged Equity Fund
+1.35%
+$13,651.2 
IVW iShares S&P 500 Growth ETF
+1.33%
+$31,745.59 
MEDP Medpace Holdings, Inc.
+1.29%
+$20,737.38 
MET MetLife, Inc.
+1.25%
+$3,649.32 
ALB Albemarle Corporation
+1.25%
+$3,601.37 
LGH HCM Defender 500 Index ETF
+1.23%
+$4,819.02 
C Citigroup Inc.
+1.23%
+$2,968.88 
GDX VanEck Gold Miners ETF
+1.22%
+$2,471.56 
VUG Vanguard Morningstar Growth ETF
+1.22%
+$38,160 
BLCR iShares Large Cap Core Active ETF
+1.21%
+$3,980.54 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.15%
+$3,963.2 
CGGO Capital Group Global Growth Equity ETF
+1.12%
+$2,562.42 
WFC Wells Fargo & Company
+1.1%
+$11,872.77 
ABT Abbott Laboratories
+1.1%
+$2,467.47 
VLUE iShares MSCI USA Value Factor ETF
+1.1%
+$11,271.96 
BLK BlackRock, Inc.
+1.08%
+$5,251.4 
TPR Tapestry Inc.
+1.07%
+$6,517.14 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.07%
+$9,963.67 
THRO iShares U.S. Thematic Rotation Active ETF
+1.03%
+$4,474.8 
MSFT Microsoft Corporation Common Stock
+1.03%
+$23,847.28 
CAT Caterpillar Inc.
+1%
+$8,986.27 
NRG NRG Energy, Inc.
+0.99%
+$4,736.55 
CGGE Capital Group Global Equity ETF
+0.96%
+$4,918.87 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.96%
+$21,175.51 
QLC FlexShares US Quality Large Cap Index Fund
+0.95%
+$10,122.2 
GM General Motors Co.
+0.94%
+$6,185.47 
VTI Vanguard Total Stock Market ETF
+0.91%
+$16,937.47 
CGUS Capital Group Core Equity ETF
+0.91%
+$4,858.41 
QDF FlexShares Quality Dividend Index Fund
+0.9%
+$37,365.31 
CGDV Capital Group Dividend Value ETF
+0.9%
+$5,910.35 
IVV iShares Core S&P 500 ETF
+0.9%
+$22,059.33 
EZU iShares MSCI Eurozone ETF
+0.9%
+$6,291.26 
BAC Bank of America Corporation
+0.89%
+$2,326.95 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+0.88%
+$2,183.22 
JPM JPMorgan Chase & Co.
+0.87%
+$10,382 
GQRE FlexShares Global Quality Real Estate Index Fund
+0.86%
+$2,206.88 
VB Vanguard Small-Cap ETF
+0.85%
+$17,208.8 
PNC The PNC Financial Services Group, Inc.
+0.85%
+$2,038.7 
TILT FlexShares Morningstar U.S. Market Factor Tilt ETF
+0.83%
+$5,426.57 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
+0.81%
+$5,537.14 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.8%
+$11,161.08 
AMZN Amazon.com Inc
+0.77%
+$8,964.48 
TTE TotalEnergies SE
+0.77%
+$1,693.35 
JNJ Johnson & Johnson
+0.75%
+$10,379.16 
NEM Newmont Corporation
+0.73%
+$12,770.4 
XBI State Street SPDR S&P Biotech ETF
+0.73%
+$6,835.39 
IEV iShares Europe ETF
+0.72%
+$4,470.15 
LNG Cheniere Energy Inc.
+0.71%
+$3,039.5 
FOCT FT Vest U.S. Equity Buffer ETF - October
+0.7%
+$7,224.56 
AFL Aflac Incorporated
+0.68%
+$1,751.52 
LVHI Franklin International Low Volatility High Dividend Index ETF
+0.68%
+$1,943.87 
VEA Vanguard FTSE Developed Markets ETF
+0.66%
+$19,296.55 
CGDG Capital Group Dividend Growers ETF
+0.65%
+$2,577.4 
EFV iShares MSCI EAFE Value ETF
+0.63%
+$4,478.5 
FJAN FT Vest U.S. Equity Buffer ETF - January
+0.63%
+$6,680.39 
T AT&T Inc.
+0.62%
+$2,095.47 
EFG iShares MSCI EAFE Growth ETF
+0.58%
+$2,623.55 
MCD McDonald's Corporation
+0.58%
+$2,100.67 
IBM International Business Machines Corporation
+0.57%
+$1,358.94 
FNOV FT Vest U.S. Equity Buffer ETF - November
+0.56%
+$5,904.51 
FDEC FT Vest U.S. Equity Buffer ETF - December
+0.56%
+$5,908.45 
FSEP FT Vest U.S. Equity Buffer ETF - September
+0.56%
+$5,655.36 
VTV Vanguard Morningstar Value ETF
+0.56%
+$13,787.47 
QUAL iShares MSCI USA Quality Factor ETF
+0.55%
+$2,544.87 
FJUN FT Vest U.S. Equity Buffer ETF - June
+0.54%
+$2,823.48 
WELL Welltower Inc.
+0.54%
+$1,334.76 
XSEP FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
+0.53%
+$2,622.72 
FFEB FT Vest U.S. Equity Buffer ETF - February
+0.53%
+$5,618.19 
AMLP Alerian MLP ETF
+0.51%
+$1,962.36 
SLV iShares Silver Trust
+0.47%
+$2,210.76 
DJUN FT Vest U.S. Equity Deep Buffer ETF - June
+0.47%
+$3,129.03 
IQDF FlexShares International Quality Dividend Index Fund
+0.46%
+$16,871.28 
BRK-B Berkshire Hathaway Inc.
+0.45%
+$1,739.22 
GJUN FT Vest U.S. Equity Moderate Buffer ETF - June
+0.45%
+$3,229.62 
CWB SPDR Bloomberg Convertible Securities ETF
+0.45%
+$4,395.03 
BLV Vanguard Long-Term Bond ETF
+0.45%
+$1,340.67 
GLD SPDR Gold Shares
+0.44%
+$4,416.12 
WMT Walmart Inc.
+0.42%
+$2,622.42 
IVE iShares S&P 500 Value ETF
+0.41%
+$5,236.26 
VXUS Vanguard Total International Stock ETF
+0.4%
+$4,700.52 
TLT iShares 20+ Year Treasury Bond ETF
+0.38%
+$3,940.72 
XJUN FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
+0.38%
+$3,588.22 
ELAN Elanco Animal Health Incorporated
+0.35%
+$2,402.16 
FMAR FT Vest U.S. Equity Buffer ETF - March
+0.35%
+$3,646.32 
RPV Invesco S&P 500 Pure Value ETF
+0.35%
+$2,981.16 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.34%
+$2,786.75 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.33%
+$6,731.5 
TLH iShares 10-20 Year Treasury Bond ETF
+0.3%
+$1,530.33 
ABBV AbbVie Inc.
+0.28%
+$1,794.15 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.27%
+$11,360.79 
WMB The Williams Companies, Inc.
+0.27%
+$786.98 
DBP Invesco DB Precious Metals Fund
+0.26%
+$1,698.58 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
+0.26%
+$2,468.27 
MBB iShares MBS ETF
+0.25%
+$1,389.89 
META Meta Platforms Inc Class A
+0.23%
+$2,405.72 
LLY Eli Lilly and Company
+0.23%
+$1,676.18 
XOM ExxonMobil Holdings Corporation
+0.21%
+$1,816.23 
VMBS Vanguard Mortgage-Backed Securities ETF
+0.2%
+$714.24 
XLE State Street Energy Select Sector SPDR ETF
+0.18%
+$1,718.25 
BNDC FlexShares Core Select Bond Fund
+0.16%
+$1,908.48 
BND Vanguard Total Bond Market ETF
+0.15%
+$2,079.26 
AGG iShares Core U.S. Aggregate Bond ETF
+0.14%
+$1,273.59 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$2,011.38 
COST Costco Wholesale Corp
+0.1%
+$447.78 
BIV Vanguard Intermediate-Term Bond ETF
+0.1%
+$315.21 
CGMU Capital Group Municipal Income ETF
+0.09%
+$725.05 
BNDX Vanguard Total International Bond ETF
+0.09%
+$1,134.07 
IEF iShares 7-10 Year Treasury Bond ETF
+0.08%
+$2,755.16 
IAGG iShares Core International Aggregate Bond ETF
+0.08%
+$301.56 
BINC iShares Flexible Income Active ETF
+0.07%
+$221.97 
GOOGL Alphabet Inc
+0.05%
+$290.55 
NEE NextEra Energy Inc.
+0.05%
+$260.45 
GOVT iShares U.S. Treasury Bond ETF
+0.04%
+$294.12 
VRIG Invesco Variable Rate Investment Grade ETF
+0.04%
+$95.09 
SKOR FlexShares Credit-Scored US Corporate Bond Index Fund
+0.03%
+$207.76 
GVI iShares Intermediate Government/Credit Bond ETF
+0.02%
+$118.3 
CGHM Capital Group Municipal High-Income ETF
+0.02%
+$155.66 
CGSM Capital Group Short Duration Municipal Income ETF
+0.02%
+$61.87 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$121.38 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$944.2 
SHV iShares 0-1 Year Treasury Bond ETF
+0.01%
+$46.22 
RAVI FlexShares Ultra-Short Income Fund
0%
+$4.86 
XAUG FT Vest U.S. Equity Enhance & Moderate Buffer ETF - August
0%
$0 
XJUL FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July
0%
$0 RGLO
RGLO
0%
$0 RINT
RINT
0%
$0 
SGI Somnigroup International Inc.
-2.83%
-$17,245.92 
VZ Verizon Communications Inc.
-2.51%
-$9,843.68 
ICLN iShares Global Clean Energy ETF
-2.5%
-$6,025.2 
MRK Merck & Co., Inc.
-2.29%
-$7,955.37 
EBAY eBay Inc.
-1.8%
-$12,366.93 
DE Deere & Company
-1.74%
-$7,304.23 
MA Mastercard Inc. Class A Common Stock
-1.61%
-$4,140.6 
KMI Kinder Morgan Inc.
-1.38%
-$3,346.85 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.36%
-$6,994.1 
UNH UnitedHealth Group Inc.
-1.36%
-$7,178.22 
V Visa Inc. Class A
-1.04%
-$4,070.4 
REMG Russell Investments Emerging Markets Equity Active ETF
-0.91%
-$2,462.38 
ROIV Roivant Sciences Ltd.
-0.9%
-$11,016.39 
MDT Medtronic plc
-0.88%
-$3,153.36 
PG The Procter & Gamble Company
-0.81%
-$4,748.9 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
-0.68%
-$2,664.15 
KO The Coca-Cola Company
-0.66%
-$4,480.89 
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF
-0.65%
-$5,707.66 
AAPL Apple Inc.
-0.62%
-$14,942.69 
IBN ICICI Bank Ltd. Sponsored ADR
-0.59%
-$1,415.92 
HD The Home Depot, Inc.
-0.57%
-$3,004.6 
DUK Duke Energy Corporation
-0.47%
-$1,226.02 
SO The Southern Company
-0.44%
-$1,803.18 
CVX Chevron Corporation
-0.39%
-$2,028.6 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$3,612 
IEMG iShares Core MSCI Emerging Markets ETF
-0.34%
-$2,693.82 
VDC Vanguard Consumer Staples ETF
-0.25%
-$563.86 
MCK McKesson Corporation
-0.22%
-$597.18 
HON Honeywell International Inc.
-0.22%
-$234.72 
KR The Kroger Co.
-0.21%
-$398.72 
AZN AstraZeneca PLC American Depositary Shares
-0.17%
-$429.61 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.16%
-$936.56 
PLD Prologis, Inc.
-0.16%
-$583 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.15%
-$1,121.68 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$738.9 
TJX The TJX Companies, Inc.
-0.09%
-$184.5 
TMUS T-Mobile US Inc.
-0.07%
-$137.71 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.07%
-$300.82 
GOOG Alphabet Inc
-0.05%
-$648.55 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.04%
-$678.31 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$223.6 
LNT Alliant Energy Corporation
-0.01%
-$28.41 
COP ConocoPhillips
-0.01%
-$35.8 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$45.62 
TIP iShares TIPS Bond ETF
-0.01%
-$51.12 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4552 | Longs Won 2783/4552 61% | Profit Factor 2.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $902,047.83 |
| Average Win $171,506.74 | Best Trade (Mar 30) $24.34M | Sharpe Ratio -1.35 |
| Average Loss -$116,312.2 | Worst Trade (Jun 29) -$35.17M | Z-Score -6.94 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $66,885.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% | 3.46% |
| Consecutive Losing Trades | 1,675 | 1,508 | 1,340 | 1,173 | 1,005 | 838 | 670 | 503 | 335 | 168 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,886 | $1.62M | $2.38M | - | $758,529.73 | 46.79% | -0.624% |
| ABBV AbbVie Inc. | 2,215 | $428,819.83 | $634,486.75 | - | $205,666.92 | 47.96% | +0.284% |
| ABT Abbott Laboratories | 2,155 | $284,194.6 | $225,940.97 | - | -$58,253.63 | -20.5% | +1.104% |
| AFL Aflac Incorporated | 2,136 | $235,532.24 | $259,160.88 | - | $23,628.64 | 10.03% | +0.68% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,434 | $943,895.16 | $906,560.23 | - | -$37,334.93 | -3.96% | +0.141% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 23,414 | $585,394.64 | $584,647.58 | - | -$747.06 | -0.13% | -0.16% |
| ALB Albemarle Corporation | 3,065 | $550,259.45 | $290,699.92 | - | -$259,559.53 | -47.17% | +1.254% |
| AMLP Alerian MLP ETF | 7,268 | $341,509.34 | $388,183.88 | - | $46,674.54 | 13.67% | +0.508% |
| AMZN Amazon.com Inc | 4,669 | $961,692.16 | $1.17M | - | $205,184.32 | 21.34% | +0.774% |
| APH Amphenol Corp. Class A Common Stock | 63,668 | $1.43M | $4.84M | - | $3.41M | 238.22% | +2.672% |
| ASHR Xtrackers Harvest CSI 300 China A-Shares ETF | 8,086 | $263,927.04 | $250,706.43 | - | -$13,220.61 | -5.01% | +0.878% |
| AVGO Broadcom Inc. | 7,485 | $830,867.57 | $2.48M | - | $1.65M | 198.6% | +3.04% |
| AZN AstraZeneca PLC American Depositary Shares | 1,432 | $282,419.04 | $245,144.08 | - | -$37,274.96 | -13.2% | -0.175% |
| BAC Bank of America Corporation | 5,171 | $282,686.25 | $263,772.71 | - | -$18,913.54 | -6.69% | +0.89% |
| BAI iShares A.I. Innovation and Tech Active ETF | 12,280 | $419,484.8 | $510,909.4 | - | $91,424.6 | 21.79% | +2.881% |
| BFC Bank First Corporation | 2,200 | $217,998 | $328,955 | - | $110,957 | 50.9% | +1.483% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 12,138 | $1.11M | $1.11M | - | $1,162.46 | 0.1% | +0.011% |
| BINC iShares Flexible Income Active ETF | 6,342 | $337,769.36 | $321,475.98 | - | -$16,293.38 | -4.82% | +0.069% |
| BIV Vanguard Intermediate-Term Bond ETF | 4,503 | $337,575.82 | $333,222 | - | -$4,353.82 | -1.29% | +0.095% |
| BLCR iShares Large Cap Core Active ETF | 6,863 | $281,794.78 | $334,159.47 | - | $52,364.69 | 18.58% | +1.206% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for George Peller?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR Bloomberg High Yield Bond ETF - $145.09M, iShares iBoxx $ High Yield Corporate Bond ETF - $88.42M, Gaming and Leisure Properties, Inc - $34.57M, BAB - $30.3M, and SPDR Bloomberg Convertible Securities ETF - $20.61M. 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 MSCI Hong Kong ETF - $35.05M, Pioneer Municipal High Income Advantage Fund, Inc - $12.83M, iShares MSCI Chile ETF - $4.1M, PENN Entertainment, Inc - $4.01M, and ProShares Short 20+ Year Treasury - $2.48M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does George Peller's portfolio generate?
The portfolio generates substantial dividend income, with a total of $300.87M earned over time. The largest contributors to dividend income include State Street SPDR Bloomberg High Yield Bond ETF - $117M, iShares iBoxx $ High Yield Corporate Bond ETF - $50.96M, Gaming and Leisure Properties, Inc - $33.67M, SPDR Bloomberg Convertible Securities ETF - $7.55M, and SPDR Bloomberg Short Term High Yield Bond ETF - $7.42M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are George Peller's monthly returns?
George Peller's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can George Peller's strategy be considered aggressive or moderate?
George Peller'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 George Peller's strategy?
George Peller'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.
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