Beth Zilka Portfolio
Invests via Baron Wealth Management LLC | Managed by Beth Zilka, Joseph Lasslett
Invests via Baron Wealth Management LLC
Managed by Beth Zilka, Joseph Lasslett
Automatically Tracked
Beth Zilka Profile
With a diverse background spanning technology and finance, Beth Zilka has made significant contributions as an innovative leader in the sector. Her career reflects a deep commitment to harnessing technological advancements for business growth, particularly within startups. Drawing from her extensive experience in product development and market strategy, she plays an integral role in shaping emerging companies towards sustainable success. Zilka's insights into venture capital landscapes further enhance her standing as a respected figure among investors seeking disruptive potential within the tech space. Her approach not only fuels entrepreneurship but also positions her at the forefront of industry evolution.
With a diverse background spanning technology and finance, Beth Zilka has made significant contributions as an innovative leader in the sector. Her career reflects a deep commitment to harnessing technological advancements for business growth, particularly within startups. Drawing from her extensive experience in product development and market strategy, she plays an integral role in shaping emerging companies towards sustainable success. Zilka's insights into venture capital landscapes further enhance her standing as a respected figure among investors seeking disruptive potential within the tech space. Her approach not only fuels entrepreneurship but also positions her at the forefront of industry evolution.
Investment Philosophy & Strategy
Innovation serves as a cornerstone for Beth Zilka, who embodies the spirit of entrepreneurship through her multifaceted expertise. By focusing on technology-driven startups, she champions ventures that leverage cutting-edge solutions to reshape industries. The emphasis on scalable business models allows her to identify transformative opportunities within competitive markets effectively. Strategic resource allocation and operational efficiency remain central to her decision-making process, driving growth in diverse sectors. Her unique combination of technical acumen and market insight positions her at the leading edge of startup dynamics, fostering sustainable development in tomorrow's industry leaders.
Innovation serves as a cornerstone for Beth Zilka, who embodies the spirit of entrepreneurship through her multifaceted expertise. By focusing on technology-driven startups, she champions ventures that leverage cutting-edge solutions to reshape industries. The emphasis on scalable business models allows her to identify transformative opportunities within competitive markets effectively. Strategic resource allocation and operational efficiency remain central to her decision-making process, driving growth in diverse sectors. Her unique combination of technical acumen and market insight positions her at the leading edge of startup dynamics, fostering sustainable development in tomorrow's industry leaders.
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:
57.89%
Gain +0.01%
Monthly
1.52%
Yearly
19.83%
Drawdown
22.18%
$377.77M
Equity
Holdings
$377.77M
Investment
$277.32M
$114.42M
Profit -$437,628.3
Realized
$13.97M
Unrealized
$100.45M
Dividends
$11.76M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
-$437,628.3
Win %
75%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$1.95M
Win %
75%
This Month
Compared to last month
Gain
-1.84%
Profit
-$7.08M
Win %
75%
This Year
Compared to last year
Gain
-1.78%
Profit
-$6.85M
Win %
75%
TSEM Tower Semiconductor Ltd.
+9.97%
+$54,880.95 
MMM 3M Company
+9.45%
+$40,804.99 
MU Micron Technology, Inc.
+8.32%
+$110,951.97 
AMAT Applied Materials, Inc.
+7.6%
+$11,345.8 
INTC Intel Corporation
+6.84%
+$19,979.77 
DELL Dell Technologies Inc.
+5.77%
+$12,650.96 
GLW Corning Incorporated
+5.61%
+$19,782.75 
AEIS Advanced Energy Industries Inc.
+5.33%
+$43,158.48 
AMD Advanced Micro Devices, Inc.
+5.21%
+$26,351.09 
NAT Nordic American Tankers Ltd.
+4.95%
+$13,519.74 
IX Orix Corporation Sponsored ADR
+4.69%
+$15,408.28 
MFG Mizuho Financial Group Inc. ADR
+4.62%
+$5,030.48 
STRL Sterling Infrastructure, Inc.
+4.58%
+$26,526.45 
CLS Celestica Inc.
+4.56%
+$21,281.19 
CDE Coeur Mining, Inc.
+4.48%
+$6,605.9 
CYD China Yuchai International Ltd
+4.48%
+$15,254.68 
LRCX Lam Research Corporation
+4.44%
+$8,179.6 
TNK Teekay Tankers Ltd
+4.32%
+$12,711.87 
CGAU Centerra Gold Inc.
+4.18%
+$17,454.88 
KLAC KLA Corporation
+4.09%
+$8,367.57 
NMR Nomura Holdings Inc. Sponsored ADR
+3.94%
+$11,013.42 
ON ON Semiconductor Corporation
+3.81%
+$20,499.6 
ASML ASML Holding N.V. New York Registry Shares
+3.74%
+$21,658.31 
TSLA Tesla, Inc.
+3.69%
+$42,916.59 
SII Sprott Inc.
+3.44%
+$10,093.56 
JBL Jabil Inc.
+3.27%
+$35,150.16 
TXN Texas Instruments Inc
+3.13%
+$6,210.61 
ORCL Oracle Corporation
+3.03%
+$5,755.52 
APH Amphenol Corporation
+3%
+$10,176.83 
DHT DHT Holdings Inc.
+2.99%
+$8,476 
PBYI Puma Biotechnology Inc.
+2.89%
+$8,729.28 
TK Teekay Corporation Ltd.
+2.83%
+$3,195.79 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+2.68%
+$9,584.7 
MLI Mueller Industries Inc.
+2.65%
+$11,244.48 
FIX Comfort Systems USA, Inc.
+2.62%
+$6,023.29 
CAT Caterpillar Inc.
+2.59%
+$34,166.1 
C Citigroup Inc.
+2.56%
+$14,005.53 
CSTM Constellium SE
+2.56%
+$5,882.35 
KGC Kinross Gold Corporation
+2.46%
+$12,177.25 
CMC Commercial Metals Company
+2.45%
+$6,254.69 
EFXT Enerflex Ltd.
+2.38%
+$16,791.5 
ADI Analog Devices, Inc.
+2.35%
+$37,500.56 
MGA Magna International Inc.
+2.32%
+$15,431.58 
SNX TD Synnex Corporation
+2.3%
+$5,912.73 
LYG Lloyds Banking Group Plc ADR
+2.3%
+$2,335.64 
BTE Baytex Energy Corp
+2.27%
+$9,128.26 
UNH UnitedHealth Group Incorporated
+2.22%
+$18,307.75 
UI Ubiquiti Inc.
+2.15%
+$8,418.98 
RIVN Rivian Automotive, Inc.
+2.09%
+$113,023.08 
BCS Barclays PLC Sponsored ADR
+2.07%
+$23,078.56 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+2.03%
+$12,457.15 
BWA BorgWarner Inc.
+2.01%
+$33,348.56 
CGXU Capital Group International Focus Equity ETF
+2%
+$5,272.12 
MS Morgan Stanley
+1.97%
+$24,227.81 
GTX Garrett Motion Inc.
+1.91%
+$17,233.8 
NWG NatWest Group plc Sponsored ADR
+1.9%
+$18,484.97 
AEM Agnico Eagle Mines Limited
+1.89%
+$4,920.06 
IDMO Invesco S&P International Developed Momentum ETF
+1.89%
+$7,672.02 
PHIN Phinia Inc.
+1.8%
+$6,313.38 
AVGO Broadcom Inc.
+1.77%
+$42,431.1 
DB Deutsche Bank AG
+1.76%
+$15,223.77 
GS The Goldman Sachs Group, Inc.
+1.64%
+$9,762.82 
HOFT Hooker Furnishings Corporation
+1.61%
+$5,051.2 
OVV Ovintiv Inc.
+1.57%
+$4,742.92 
SU Suncor Energy Inc.
+1.57%
+$11,741.38 
XOM Exxon Mobil Corporation
+1.54%
+$11,264.51 
TDY Teledyne Technologies Incorporated
+1.53%
+$3,353.88 
KTB Kontoor Brands Inc.
+1.52%
+$4,044.95 
QQQ Invesco QQQ Trust, Series 1
+1.52%
+$26,801.29 
IVLU iShares MSCI International Value Factor ETF
+1.5%
+$8,418.12 
SAN Banco Santander S.A. Sponsored ADR
+1.46%
+$18,452.07 
WST West Pharmaceutical Services, Inc.
+1.44%
+$5,963.91 
NSIT Insight Enterprises Inc.
+1.43%
+$2,960.45 
WCC Wesco International Inc.
+1.43%
+$5,941.68 
JCI Johnson Controls International plc
+1.43%
+$9,362.95 
ITRN Ituran Location and Control Ltd.
+1.43%
+$2,882.67 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$48,849.89 
AA Alcoa Corporation
+1.34%
+$5,290.74 
TDW Tidewater Inc.
+1.32%
+$3,269.57 
BKTI Bk Technologies Corp
+1.31%
+$2,715.44 
MRSH Marsh & McLennan Companies, Inc.
+1.26%
+$3,702.93 
EME EMCOR Group, Inc.
+1.25%
+$2,288.29 
ZIM ZIM Integrated Shipping Services Ltd.
+1.25%
+$3,400.45 
BAP Credicorp Ltd.
+1.25%
+$3,234.94 
FELG Fidelity Enhanced Large Cap Growth ETF
+1.24%
+$30,661.03 
LLY Eli Lilly and Company
+1.23%
+$13,258.67 
DIVI Franklin International Core Dividend Tilt Index ETF
+1.22%
+$385,722.12 
EMR Emerson Electric Co.
+1.22%
+$7,192.78 
EOG EOG Resources, Inc.
+1.16%
+$2,791.28 
EFA iShares MSCI EAFE ETF
+1.16%
+$14,084.84 
QCOM QUALCOMM Incorporated
+1.15%
+$2,627.51 
AMG Affiliated Managers Group Inc.
+1.1%
+$3,058.77 
THC Tenet Healthcare Corporation
+1.1%
+$2,745.57 
JPM JPMorgan Chase & Co.
+1.08%
+$23,176.05 
FBCG Fidelity Blue Chip Growth Fund
+1.08%
+$2,679.95 
CVS CVS Health Corporation
+1.07%
+$3,640.56 
CNS Cohen & Steers Inc.
+1.06%
+$5,322.25 
NVDA NVIDIA Corporation
+1.06%
+$50,748.6 
IMO Imperial Oil Limited
+1.04%
+$5,150.72 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.98%
+$37,783.68 
TNL Travel + Leisure Co.
+0.98%
+$2,918.81 
CSCO Cisco Systems, Inc.
+0.97%
+$13,536.57 
ROK Rockwell Automation, Inc.
+0.95%
+$2,953.13 
ATKR Atkore Inc.
+0.94%
+$2,958.72 
SAIA Saia, Inc.
+0.93%
+$3,738.25 
RTX RTX Corporation
+0.91%
+$6,007.38 
BAC Bank of America Corporation
+0.9%
+$6,859.37 
SHEL Shell plc
+0.9%
+$2,074.68 
PH Parker-Hannifin Corporation
+0.9%
+$15,107.3 
ODFL Old Dominion Freight Line, Inc.
+0.89%
+$7,613.74 
MUR Murphy Oil Corporation
+0.88%
+$3,904.55 
VYMI Vanguard International High Dividend Yield Index Fund
+0.88%
+$3,304.59 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.85%
+$70,830.29 
COP ConocoPhillips
+0.84%
+$2,135.25 
ABBV AbbVie Inc.
+0.83%
+$7,203.31 
IWM iShares Russell 2000 ETF
+0.81%
+$7,752.47 
VTWO Vanguard Russell 2000 ETF
+0.8%
+$2,209.7 
DOV Dover Corporation
+0.78%
+$1,869.6 
WFC Wells Fargo & Company
+0.77%
+$5,346.6 
MRK Merck & Co., Inc.
+0.7%
+$3,410.4 
SNDR Schneider National, Inc.
+0.69%
+$2,038.4 
GEV GE Vernova Inc.
+0.68%
+$3,046.08 
MLCO Melco Resorts & Entertainment Ltd. - American Depositary Receipt
+0.64%
+$629.05 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$4,921.02 
IVV iShares Core S&P 500 ETF
+0.64%
+$1,657.75 
AMGN Amgen Inc.
+0.62%
+$4,959.93 
CTVA Corteva Inc.
+0.62%
+$6,706.26 
TS Tenaris S.A.
+0.61%
+$2,288.39 
PVAL Putnam Focused Large Cap Value ETF
+0.61%
+$1,641.78 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$38,096.77 
SCHW Charles Schwab Corporation
+0.6%
+$2,345.46 
JNJ Johnson & Johnson
+0.6%
+$17,344.38 
IJR iShares Core S&P Small-Cap ETF
+0.59%
+$139,039.74 
VOO Vanguard S&P 500 ETF
+0.58%
+$5,970.85 
OEF iShares S&P 100 ETF
+0.57%
+$4,003.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.54%
+$331,162 
JOYY JOYY Inc. American Depositary Shares
+0.54%
+$2,236.08 
FLR Fluor Corporation
+0.51%
+$1,111.25 
VO Vanguard Mid-Cap ETF
+0.5%
+$3,321.25 
VTV Vanguard Value ETF
+0.45%
+$4,481.54 
AEG Aegon N.V.
+0.39%
+$793.73 
DVN Devon Energy Corporation
+0.38%
+$801.08 
IWR iShares Russell Mid-Cap ETF
+0.32%
+$3,111.15 
GD General Dynamics Corporation
+0.29%
+$1,027.69 
SGHC Super Group (SGHC) Limited
+0.26%
+$465.72 
MEDP Medpace Holdings Inc.
+0.25%
+$831.17 
WAB Wabtec Corporation
+0.25%
+$556.79 
VIG Vanguard Dividend Appreciation ETF
+0.23%
+$10,827.3 
AAPL Apple Inc.
+0.23%
+$40,805.08 
IHG Intercontinental Hotels Group PLC ADR
+0.22%
+$463.76 
ITW Illinois Tool Works Inc.
+0.22%
+$712.72 
CVX Chevron Corporation
+0.19%
+$872.98 
PHM PulteGroup Inc.
+0.19%
+$580.06 
GE General Electric Company
+0.17%
+$874.64 
FIVE Five Below, Inc.
+0.14%
+$2,668.05 
PBI Pitney Bowes Inc.
+0.11%
+$200.52 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+0.1%
+$139.55 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$397.8 
NXST Nexstar Media Group Inc.
+0.09%
+$258.05 
BKDV BNY Mellon Dynamic Value ETF
+0.09%
+$972.57 
KMT Kennametal Inc.
+0.07%
+$301.35 
META Meta Platforms Inc Class A
+0.07%
+$745.96 
NHC National HealthCare Corporation
+0.03%
+$88.06 
BA Boeing Company
+0.03%
+$83.52 
WRB W.R. Berkley Corporation
+0.02%
+$93.31 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$69.24 
HCA HCA Healthcare Inc.
0%
-$0.01 
MFSI
0%
$0 
SBUX Starbucks Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DHR Danaher Corporation
-13.33%
-$79,622.8 
MSCI MSCI Inc.
-10.75%
-$49,130.5 
TYL Tyler Technologies Inc.
-3.15%
-$15,359.98 
CRWD CrowdStrike Holdings, Inc.
-2.96%
-$24,301.84 
PANW Palo Alto Networks, Inc.
-2.8%
-$8,779.5 
PGR Progressive Corporation
-2.79%
-$10,175.88 
PNFP Pinnacle Financial Partners Inc.
-2.54%
-$5,239.08 
SPGI S&P Global Inc.
-2.4%
-$21,994.52 
TBLA Taboola.com Ltd.
-2.35%
-$3,964.37 
BR Broadridge Financial Solutions, Inc.
-2.27%
-$6,041.8 
VRSK Verisk Analytics Inc.
-2.25%
-$12,303.45 
GHC Graham Holdings Co.
-2.18%
-$5,214.89 
DBX Dropbox Inc.
-2.16%
-$6,330.72 
LOPE Grand Canyon Education Inc.
-2.15%
-$7,041.76 
VRSN Verisign Inc.
-2.09%
-$12,881.48 
MCO Moody's Corporation
-1.93%
-$15,180.75 
CL Colgate-Palmolive Company
-1.85%
-$15,106.3 
TMO Thermo Fisher Scientific Inc.
-1.83%
-$7,178.66 
ACT Enact Holdings, Inc.
-1.78%
-$4,429.92 
TJX The TJX Companies, Inc.
-1.77%
-$6,680.87 
MO Altria Group, Inc.
-1.57%
-$15,185.7 
GILD Gilead Sciences Inc.
-1.5%
-$17,906.09 
ALL Allstate Corporation
-1.46%
-$7,921.7 
EBS Emergent BioSolutions Inc.
-1.43%
-$1,779.79 
CME CME Group Inc.
-1.41%
-$3,125.7 
ADSK Autodesk, Inc.
-1.39%
-$6,147.87 
BPOP Popular Inc.
-1.36%
-$8,742 
III Information Services Group Inc.
-1.36%
-$800.25 
VEEV Veeva Systems Inc.
-1.36%
-$4,904.4 
BKE Buckle Inc.
-1.35%
-$5,055.86 
WMT Walmart Inc.
-1.34%
-$17,148 
ADP Automatic Data Processing Inc.
-1.32%
-$5,725.74 
PG Procter & Gamble Co
-1.3%
-$14,280.34 
CRM Salesforce Inc
-1.27%
-$5,739.77 
ES Eversource Energy
-1.26%
-$3,901.77 
DLX Deluxe Corporation
-1.23%
-$4,900.8 
LOW Lowe's Companies Inc.
-1.2%
-$10,731.04 
IDXX IDEXX Laboratories, Inc.
-1.2%
-$5,115.66 
LII Lennox International Inc.
-1.18%
-$4,508.92 
SYK Stryker Corporation
-1.18%
-$6,242.39 
GWW W.W. Grainger, Inc.
-1.15%
-$4,176.39 
SO The Southern Company
-1.14%
-$2,930.04 
SHOP Shopify Inc.
-1.14%
-$2,733.5 
AFL Aflac Inc.
-1.14%
-$6,407.13 
INVH Invitation Homes Inc.
-1.13%
-$2,295 
MCD McDonald's Corporation
-1.13%
-$5,967.54 
HD The Home Depot, Inc.
-1.1%
-$2,862.13 
GOOGL Alphabet Inc
-1.09%
-$40,750.6 
GOOG Alphabet Inc
-1.06%
-$32,392.14 
RRR Red Rock Resorts Inc.
-1.06%
-$2,340.48 
WSFS WSFS Financial Corporation
-1.06%
-$2,358.43 
ECL Ecolab Inc.
-1.06%
-$3,516.89 
SIGI Selective Insurance Group Inc.
-1.06%
-$3,813.19 
V Visa Inc. Class A
-1.06%
-$16,825 
CBT Cabot Corporation
-1.05%
-$7,958.72 
NOW ServiceNow, Inc.
-1.03%
-$5,037.45 
VMC Vulcan Materials Company
-1.02%
-$2,459.6 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-1.01%
-$7,841.6 
MSI Motorola Solutions, Inc.
-1%
-$2,579.11 
PFS Provident Financial Services Inc.
-1%
-$2,151.84 
PM Philip Morris International Inc.
-1%
-$3,209.59 
COST Costco Wholesale Corporation
-0.96%
-$3,921.52 
RBA Rb Global Inc.
-0.96%
-$3,757.7 
PAYX Paychex Inc.
-0.95%
-$3,114.1 
RGA Reinsurance Group of America, Inc.
-0.95%
-$2,480.64 
TRV The Travelers Companies, Inc.
-0.94%
-$6,655.46 
MOAT VanEck Morningstar Wide Moat Fund
-0.93%
-$2,994.75 
MA Mastercard Incorporated
-0.93%
-$8,205.08 
IBM International Business Machines Corporation
-0.92%
-$3,149.89 
AMZN Amazon.com Inc
-0.91%
-$35,035.33 
MCY Mercury General Corporation
-0.9%
-$2,069.76 
SIG Signet Jewelers Ltd.
-0.9%
-$2,375.66 
PRDO Perdoceo Education Corporation
-0.89%
-$1,986.12 
DUK Duke Energy Corporation
-0.87%
-$3,822.63 
AMT American Tower Corporation
-0.86%
-$2,829.97 
ENSG The Ensign Group, Inc.
-0.86%
-$3,394.34 
CCI Crown Castle Inc.
-0.84%
-$3,362.77 
ZTS Zoetis Inc.
-0.83%
-$1,824.99 
YELP Yelp Inc.
-0.8%
-$2,091.81 
ETR Entergy Corporation
-0.8%
-$2,719.84 
ICE Intercontinental Exchange, Inc.
-0.8%
-$2,351.27 
ROL Rollins, Inc.
-0.79%
-$2,905.68 
ACN Accenture plc Class A
-0.79%
-$2,392.86 
EQR Equity Residential
-0.79%
-$2,526.66 
CSX CSX Corporation
-0.76%
-$2,302.8 
CTAS Cintas Corporation
-0.74%
-$4,108.5 
CTSH Cognizant Technology Solutions Corporation
-0.74%
-$1,845.03 
CBOE Cboe Global Markets Inc.
-0.73%
-$2,740.49 
FAST Fastenal Co.
-0.73%
-$6,509.75 
AM Antero Midstream Corporation
-0.69%
-$1,384.31 
HIG The Hartford Insurance Group, Inc.
-0.68%
-$1,557.05 
RNR Renaissancere Holdings Ltd.
-0.66%
-$1,372.81 
LIN Linde plc
-0.66%
-$6,468.42 
TOL Toll Brothers Inc
-0.64%
-$3,098.66 
WAFD WaFd, Inc.
-0.62%
-$2,039.87 
QUAD Quad Graphics Inc.
-0.58%
-$1,248.65 
AIG American International Group Inc.
-0.55%
-$1,334.52 
MSFT Microsoft Corp.
-0.54%
-$22,789.75 
HEI Heico Corporation
-0.52%
-$3,771.7 
UNP Union Pacific Corporation
-0.51%
-$2,085.44 
BRK-B Berkshire Hathaway Inc.
-0.51%
-$5,983.86 
PNC The PNC Financial Services Group, Inc.
-0.49%
-$2,059.98 
OC Owens Corning
-0.49%
-$952.2 
AXP American Express Company
-0.47%
-$1,681.68 
MCK McKesson Corporation
-0.45%
-$1,974.01 
NEE NextEra Energy, Inc.
-0.45%
-$1,888.49 
MKL Markel Group Inc.
-0.44%
-$914.55 
CM Canadian Imperial Bank of Commerce
-0.44%
-$2,057.43 
INMD InMode Ltd.
-0.42%
-$770.51 
ENVA Enova International Inc.
-0.42%
-$887.24 
SENEA Seneca Foods Corporation Class A
-0.36%
-$980.58 
ABT Abbott Laboratories
-0.34%
-$1,041.6 
LHX L3Harris Technologies, Inc.
-0.34%
-$1,507.63 
IGF iShares Global Infrastructure ETF
-0.33%
-$1,626.68 
FBP First BanCorp Puerto Rico
-0.31%
-$1,576.84 
FHI Federated Hermes Inc.
-0.29%
-$772.65 
KFY Korn Ferry
-0.28%
-$1,429.34 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.28%
-$25,604.52 
CB Chubb Limited
-0.26%
-$1,890.7 
DIS The Walt Disney Company
-0.21%
-$470.6 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$2,139.9 
URI United Rentals, Inc.
-0.17%
-$319.92 
BFH Bread Financial Holdings Inc.
-0.16%
-$1,034.56 
PEP PepsiCo, Inc.
-0.15%
-$402.38 
NSC Norfolk Southern Corporation
-0.14%
-$338.1 
AIT Applied Industrial Technologies Inc.
-0.1%
-$245.29 
USB U.S. Bancorp
-0.09%
-$866.36 
KO The Coca-Cola Company
-0.09%
-$281.33 
RUSHA Rush Enterprises Inc.
-0.08%
-$223.92 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$266.04 
SNA Snap-on Inc.
-0.07%
-$7,089.63 
DDS Dillard's Inc.
-0.07%
-$256.12 
MFC Manulife Financial Corporation
-0.04%
-$186.48 
NFLX Netflix, Inc.
-0.02%
-$156.71 Events
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Dividends
Dividend Analysis
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| Trades 2726 | Longs Won 1870/2726 68% | Profit Factor 11.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $433,073.1 |
| Average Win $67,083.66 | Best Trade (Jul 29) $19.09M | Sharpe Ratio -52.01 |
| Average Loss -$12,878.86 | Worst Trade (Jul 19) -$1.25M | Z-Score 11.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 6d | Expectancy $41,974.37 |
| 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 | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
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FAQ
Which stocks have generated the highest profits for Beth Zilka?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Quality Factor ETF - $3.86M, iShares Core S&P Small-Cap ETF - $3.19M, Franklin International Core Dividend Tilt Index ETF - $1.34M, NVIDIA Corporation - $1.14M, and Apple Inc - $868,141.58. 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: Baxter International Inc - $534,512.52, CoStar Group, Inc - $261,656.66, UnitedHealth Group Incorporated - $236,166.19, Globant S.A - $222,793.82, and Paycom Software, Inc - $200,797.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Beth Zilka's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.76M earned over time. The largest contributors to dividend income include iShares MSCI USA Quality Factor ETF - $1.8M, Franklin International Core Dividend Tilt Index ETF - $1.34M, iShares Core S&P Small-Cap ETF - $1.24M, Snap-on Inc - $638,783.66, and Ford Motor Company - $518,445.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Beth Zilka's monthly returns?
Beth Zilka'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 Beth Zilka's strategy be considered aggressive or moderate?
Beth Zilka'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 Beth Zilka's strategy?
Beth Zilka'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.
