MC
Mike Clark Portfolio
Invests via Cassady Schiller Wealth Management LLC | Managed by Mike Clark, Jim McGrath
Invests via Cassady Schiller Wealth Management LLC
Managed by Mike Clark, Jim McGrath
Automatically Tracked
Mike Clark Profile
Mike Clark is an accomplished operating executive with a strong background in the technology sector. Over his career, he has driven innovation and growth within several high-profile companies, fostering cross-functional teams to develop cutting-edge products that meet evolving market demands. His leadership roles have included steering strategic initiatives that enhance operational efficiency and profitability while cultivating talent for sustainable success. Known for his adeptness at navigating complex business landscapes, he plays a pivotal role in shaping corporate culture aligned with forward-thinking values. With extensive experience interfacing between product development and customer engagement strategies, Mike continues to influence industry standards through practical insights and results-driven methodologies.
Mike Clark is an accomplished operating executive with a strong background in the technology sector. Over his career, he has driven innovation and growth within several high-profile companies, fostering cross-functional teams to develop cutting-edge products that meet evolving market demands. His leadership roles have included steering strategic initiatives that enhance operational efficiency and profitability while cultivating talent for sustainable success. Known for his adeptness at navigating complex business landscapes, he plays a pivotal role in shaping corporate culture aligned with forward-thinking values. With extensive experience interfacing between product development and customer engagement strategies, Mike continues to influence industry standards through practical insights and results-driven methodologies.
Investment Philosophy & Strategy
Opportunities abound within the rapidly evolving tech landscape. Mike Clark approaches investment decisions by emphasizing innovation-driven growth, leveraging his extensive experience in transforming business models to enhance value creation. His unique perspective allows him to identify scalable technologies that disrupt traditional markets while focusing on fostering agile organizational cultures that adapt swiftly to changing consumer demands. By prioritizing operational excellence, he navigates competitive environments effectively and champions ventures that align with sustainable development goals. His strategic foresight not only shapes corporate priorities but also optimizes capital allocation toward initiatives capable of generating significant impact.
Opportunities abound within the rapidly evolving tech landscape. Mike Clark approaches investment decisions by emphasizing innovation-driven growth, leveraging his extensive experience in transforming business models to enhance value creation. His unique perspective allows him to identify scalable technologies that disrupt traditional markets while focusing on fostering agile organizational cultures that adapt swiftly to changing consumer demands. By prioritizing operational excellence, he navigates competitive environments effectively and champions ventures that align with sustainable development goals. His strategic foresight not only shapes corporate priorities but also optimizes capital allocation toward initiatives capable of generating significant impact.
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:
78.01%
Gain -0.49%
Monthly
0.77%
Yearly
9.71%
Drawdown
21.87%
$323.98M
Equity
Holdings
$323.98M
Investment
$219.05M
$86.36M
Profit -$1.02M
Realized
-$18.57M
Unrealized
$104.93M
Dividends
$19.77M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$1.02M
Win %
81%
This Week
Compared To Last Week
Gain
-1.32%
Profit
-$4.33M
Win %
81%
This Month
Compared to last month
Gain
-0.89%
Profit
-$2.9M
Win %
81%
This Year
Compared to last year
Gain
11.69%
Profit
$33.9M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$216,191.3 
DLB Dolby Laboratories Inc.
+13.58%
+$878.75 
NWL Newell Brands Inc.
+8.95%
+$92 
ETN Eaton Corporation plc
+7.32%
+$3,482.13 
GOOG Alphabet Inc
+6.88%
+$36,752 
GOOGL Alphabet Inc
+6.73%
+$118,911.24 
MRO Marathon Oil Corp
+5.47%
+$370 
FTNT Fortinet Inc.
+4.99%
+$115.5 
APO Apollo Global Management, Inc.
+4.44%
+$2,435.04 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$273.8 
META Meta Platforms Inc Class A
+3.28%
+$5,109.52 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$319.55 
MSFT Microsoft Corp.
+3.02%
+$98,894.75 
TEAM Atlassian Corporation Class A
+2.95%
+$34.74 
NVDA NVIDIA Corporation
+2.93%
+$32,615.56 
GNRC Generac Holdings Inc.
+2.71%
+$52 
CVX Chevron Corporation
+2.35%
+$23,874.64 
ORLY O'Reilly Automotive Inc.
+2.28%
+$776.1 
CNC Centene Corporation
+2.27%
+$24.84 
BP BP p.l.c. Sponsored ADR
+2.26%
+$200 
GLW Corning Incorporated
+2.24%
+$2,636.1 
CSCO Cisco Systems, Inc.
+2.14%
+$10,701.72 
SKYY First Trust Cloud Computing ETF
+2.12%
+$26.73 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+2.01%
+$31.74 
GWW W.W. Grainger, Inc.
+1.97%
+$16,759.7 
ROK Rockwell Automation, Inc.
+1.93%
+$1,451.2 
LHX L3Harris Technologies, Inc.
+1.9%
+$206.4 
CRM Salesforce Inc
+1.83%
+$1,228.01 
ORCL Oracle Corporation
+1.81%
+$4,081.77 
CINF Cincinnati Financial Corporation
+1.69%
+$20,443.43 
ENTG Entegris, Inc.
+1.66%
+$58.2 
SHEL Shell plc
+1.62%
+$61.74 
ACN Accenture plc Class A
+1.61%
+$1,407.06 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$129.48 
VZ Verizon Communications Inc.
+1.52%
+$616 
SAP SAP SE Sponsored ADR
+1.51%
+$715.14 
PAYC Paycom Software, Inc.
+1.51%
+$3,660.01 
LMT Lockheed Martin Corporation
+1.5%
+$1,303.13 
UPST Upstart Holdings, Inc.
+1.48%
+$2,080.79 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$2,443.21 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$6,117.12 
NOC Northrop Grumman Corporation
+1.43%
+$213.64 
PH Parker-Hannifin Corporation
+1.43%
+$2,198.41 
SNX TD Synnex Corporation
+1.42%
+$1,832.96 
GE General Electric Company
+1.42%
+$1,710.2 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$908.52 
KLAC KLA Corporation
+1.38%
+$149.4 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$361.05 
USO United States Oil Fund, LP
+1.33%
+$169 
CAH Cardinal Health Inc.
+1.3%
+$695.6 
CGUS Capital Group Core Equity ETF
+1.29%
+$384.75 
ADX Adams Diversified Equity Fund, Inc.
+1.27%
+$2,238.4 
RS Reliance Inc.
+1.27%
+$45.72 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$418.2 
CMCSA Comcast Corp
+1.23%
+$190.61 
COP ConocoPhillips
+1.22%
+$635.1 
PKOH Park-Ohio Holdings Corp.
+1.22%
+$3,120 
VRSN Verisign Inc.
+1.2%
+$20.64 
WFC Wells Fargo & Company
+1.19%
+$80.58 
ITW Illinois Tool Works Inc.
+1.15%
+$37,719.5 
MSI Motorola Solutions, Inc.
+1.14%
+$14.79 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$31,050.56 
AHCO AdaptHealth Corp.
+1.12%
+$34.8 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$7,614.25 
BG Bunge Global S.A.
+1.1%
+$3.48 
VUG Vanguard Growth ETF
+1.1%
+$386,136 
VEEV Veeva Systems Inc.
+1.1%
+$13.32 
EQT EQT Corporation
+1.1%
+$153.7 
SCI Service Corporation International
+1.05%
+$225 
NOW ServiceNow, Inc.
+1.05%
+$145 
VDE Vanguard Energy ETF
+1.02%
+$89.57 
XLE Energy Select Sector SPDR Fund
+1%
+$4,040.32 
ADP Automatic Data Processing Inc.
+0.98%
+$16,104.56 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$5,787.04 
TTE TotalEnergies SE
+0.95%
+$35.69 
OEF iShares S&P 100 ETF
+0.95%
+$3,283.53 
IYE iShares U.S. Energy ETF
+0.93%
+$899 
UNP Union Pacific Corporation
+0.92%
+$291.03 
NSIT Insight Enterprises Inc.
+0.91%
+$580 
WMB The Williams Companies, Inc.
+0.89%
+$1,121.4 
SCHW Charles Schwab Corporation
+0.87%
+$235.69 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$645.42 
PCTY Paylocity Holding Corporation
+0.87%
+$30,098.75 
IBM International Business Machines Corporation
+0.86%
+$1,197.56 
GEV GE Vernova Inc.
+0.85%
+$689.73 
MCD McDonald's Corporation
+0.82%
+$2,180.21 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$4.35 
STXF Strive 500 ETF
+0.8%
+$851.2 
EMR Emerson Electric Co.
+0.79%
+$253.7 
AEE Ameren Corporation
+0.79%
+$166.84 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,631.99 
TSLA Tesla, Inc.
+0.76%
+$1,420.71 
MPC Marathon Petroleum Corporation
+0.76%
+$626.18 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,018.52 
TRGP Targa Resources Corp.
+0.76%
+$1,177.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$461.44 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$15,656.97 
VOO Vanguard S&P 500 ETF
+0.71%
+$208,991.44 
CAT Caterpillar Inc.
+0.7%
+$1,406.16 
ROP Roper Technologies Inc.
+0.7%
+$40.8 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,437.3 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$17,988.91 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$17.46 
IVV iShares Core S&P 500 ETF
+0.69%
+$33,454.08 
CARR Carrier Global Corporation
+0.68%
+$587.58 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$38.35 
ZTO ZTO Express (Cayman) Inc.
+0.67%
+$7.2 
DOW Dow Inc.
+0.67%
+$34 
CGGR Capital Group Growth ETF
+0.65%
+$207.35 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$9,541.56 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$8.55 
IWB iShares Russell 1000 ETF
+0.64%
+$19,564.22 
CGDV Capital Group Dividend Value ETF
+0.63%
+$703.39 
SYY Sysco Corporation
+0.63%
+$7,527.59 
SCHK Schwab 1000 Index ETF
+0.61%
+$28,335.12 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$92.25 
TER Teradyne, Inc.
+0.6%
+$15.4 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$38,583.54 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$10,744.43 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$31,729.89 
MO Altria Group, Inc.
+0.57%
+$97.5 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$12.4 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$1,742.16 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,759.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,638.68 
EXC Exelon Corporation
+0.53%
+$5.76 
GM General Motors Company
+0.52%
+$1,039.6 
PSX Phillips 66
+0.51%
+$670.67 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$60.96 
HON Honeywell International Inc.
+0.47%
+$91.32 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,532.35 
NSC Norfolk Southern Corporation
+0.46%
+$916.06 
IYW iShares U.S. Technology ETF
+0.46%
+$2,436.44 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$31,369.93 
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,532.02 
EBAY eBay Inc.
+0.43%
+$17.64 
CSX CSX Corporation
+0.42%
+$975.87 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$93 
PFE Pfizer Inc.
+0.4%
+$391.7 
RTX RTX Corporation
+0.39%
+$1,238.16 
AVGO Broadcom Inc.
+0.37%
+$1,339.2 
PG Procter & Gamble Co
+0.37%
+$45,903.3 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,532.64 
OTIS Otis Worldwide Corporation
+0.36%
+$181.74 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$24,079.2 
BAC Bank of America Corporation
+0.36%
+$170.5 
RF Regions Financial Corporation
+0.32%
+$23.6 
GD General Dynamics Corporation
+0.32%
+$76.86 
MRK Merck & Co., Inc.
+0.32%
+$426 
SMH VanEck Semiconductor ETF
+0.3%
+$101.06 
TENB Tenable Holdings Inc.
+0.28%
+$0.54 
DOV Dover Corporation
+0.27%
+$29.12 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,081.59 
PHO Invesco Water Resources ETF
+0.27%
+$71.63 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$2.4 
JPM JPMorgan Chase & Co.
+0.27%
+$2,703.44 
VT Vanguard Total World Stock ETF
+0.26%
+$52.48 
AMP Ameriprise Financial, Inc.
+0.25%
+$55.2 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.22%
+$22.8 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$8,087.16 
SO The Southern Company
+0.21%
+$111.2 
BFOR Barron's 400 ETF
+0.21%
+$60 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$28.8 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$10,889.68 
JNJ Johnson & Johnson
+0.21%
+$4,253.78 
ADI Analog Devices, Inc.
+0.2%
+$64.38 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$36.6 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$91.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$567.61 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$81 
USB U.S. Bancorp
+0.17%
+$8,156.92 
T AT&T Inc.
+0.17%
+$63.96 
CB Chubb Limited
+0.15%
+$24.91 
CCL Carnival Corporation Ltd.
+0.14%
+$4 
DELL Dell Technologies Inc.
+0.14%
+$3.92 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$1,190.7 
XYL Xylem Inc.
+0.13%
+$1.35 
FFBC First Financial Bancorp.
+0.12%
+$28.44 
PECO Phillips Edison & Company, Inc.
+0.12%
+$723.55 
ISRG Intuitive Surgical, Inc.
+0.1%
+$545.38 
C Citigroup Inc.
+0.1%
+$5.98 
NUE Nucor Corporation
+0.1%
+$4.5 
WM Waste Management, Inc.
+0.1%
+$41.8 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$84.69 
WMT Walmart Inc.
+0.09%
+$102.3 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$1,803.63 
ABT Abbott Laboratories
+0.09%
+$319.95 
SCYB Schwab High Yield Bond ETF
+0.08%
+$0.28 
SOXX iShares Semiconductor ETF
+0.07%
+$11.88 
IYG iShares U.S. Financial Services ETF
+0.06%
+$36 
AEP American Electric Power Company, Inc.
+0.06%
+$94.08 
HDV iShares Core High Dividend ETF
+0.04%
+$14.25 
DIS The Walt Disney Company
+0.03%
+$48.87 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$802.72 
AFG American Financial Group Inc.
+0.01%
+$28.86 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$2 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$5.92 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
DFS Discover Financial Services
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HES Hess Corporation
0%
$0 
HI Hillenbrand Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
PYCR Paycor HCM Inc.
0%
$0 
SNAP Snap Inc.
0%
$0 
TEF Telefonica SA
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 AMRN
AMRN
0%
$0 4642
464287905
0%
$0 8085
808515530
0%
$0 ANET
ANET
0%
$0 BTC
BTC
0%
$0 UL
UL
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$368.04 
GDDY Godaddy Inc.
-16.7%
-$149.31 
CTVA Corteva Inc.
-11.9%
-$1,807.1 
AAPL Apple Inc.
-7.35%
-$551,871.64 
SYK Stryker Corporation
-6.42%
-$134.04 
LIN Linde plc
-5.95%
-$2,511.58 
MRNA Moderna, Inc.
-5.35%
-$465 
DJT Trump Media & Technology Group Corp.
-5.01%
-$117 
SIRI Sirius XM Holdings Inc.
-4.36%
-$20.25 
VKTX Viking Therapeutics Inc.
-4.14%
-$68.5 
WKHS Workhorse Group Inc.
-3.79%
-$0.1 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$65 
LQDA Liquidia Corporation
-3.1%
-$6,275.77 
CI The Cigna Group
-2.99%
-$404.67 
CC Chemours Co.
-2.92%
-$40 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$65.78 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$172.8 
QCOM QUALCOMM Incorporated
-2.63%
-$1,643.88 
SSYS Stratasys Ltd.
-2.62%
-$1.68 
ABBV AbbVie Inc.
-2.51%
-$16,880.23 
ICE Intercontinental Exchange, Inc.
-2.42%
-$11.37 
SJM The J.M. Smucker Company
-2.41%
-$469.05 
BIIB Biogen Inc.
-2.4%
-$2,719.07 
YUM Yum! Brands, Inc.
-2.37%
-$22.32 
ARKK ARK Innovation ETF Fund
-2.28%
-$44.82 
DOCN DigitalOcean Holdings Inc.
-2.27%
-$10.92 
BAX Baxter International Inc.
-2.21%
-$233.64 
BA Boeing Company
-2.15%
-$9.52 
SLV iShares Silver Trust
-2.13%
-$487.92 
HE Hawaiian Electric Industries Inc.
-2.05%
-$135 
WSM Williams-Sonoma, Inc.
-2%
-$773.56 
NFLX Netflix, Inc.
-2%
-$700.8 
AWK American Water Works Company, Inc.
-1.93%
-$55.44 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,023.34 
IBB iShares Biotechnology ETF
-1.87%
-$42.6 
JLL Jones Lang LaSalle Inc.
-1.85%
-$20.07 
GIS General Mills, Inc.
-1.84%
-$4.02 
GMED Globus Medical Inc.
-1.83%
-$13.23 
MGRM Monogram Technologies Inc.
-1.8%
-$110 
APD Air Products and Chemicals, Inc.
-1.77%
-$695.61 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,477.63 
LEN Lennar Corporation
-1.67%
-$21.69 
AON Aon plc
-1.64%
-$1,655.51 
BHP BHP Group Ltd.
-1.64%
-$42.3 
SQ Block, Inc.
-1.64%
-$221.4 
LRCX Lam Research Corporation
-1.58%
-$4,935.01 
NET Cloudflare Inc.
-1.56%
-$22.05 
GLD SPDR Gold Shares
-1.49%
-$252.9 
IAU iShares Gold Trust
-1.46%
-$387.59 
NVS Novartis AG Sponsored ADR
-1.45%
-$1,016.76 
IEX IDEX Corporation
-1.42%
-$9.96 
HRL Hormel Foods Corporation
-1.42%
-$39.96 
LUV Southwest Airlines Co.
-1.38%
-$541.17 
NKE Nike, Inc. - Class B
-1.37%
-$473.28 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$583.44 
PPG PPG Industries Inc.
-1.35%
-$588.9 
DD DuPont de Nemours, Inc.
-1.32%
-$735.13 
DAL Delta Air Lines, Inc.
-1.3%
-$1,897.5 
TM Toyota Motor Corporation
-1.28%
-$199.26 
FCX Freeport-McMoRan Inc.
-1.28%
-$190.35 
STM STMicroelectronics N.V.
-1.26%
-$351.75 
LCNB Lcnb Corporation
-1.25%
-$1,088.25 
CLX The Clorox Company
-1.24%
-$7.2 
WTRG Essential Utilities Inc.
-1.24%
-$312.5 
MDLZ Mondelez International, Inc.
-1.22%
-$301.07 
F Ford Motor Company
-1.21%
-$326.16 
CNXC Concentrix Corporation
-1.21%
-$93.6 
SHW The Sherwin-Williams Company
-1.16%
-$909.72 
NEE NextEra Energy, Inc.
-1.15%
-$3,823.86 
DE Deere & Company
-1.13%
-$353.6 
RCL Royal Caribbean Group
-1.13%
-$1,739.92 
VTRS Viatris Inc.
-1.13%
-$22.2 
DEO Diageo plc Sponsored ADR
-1.12%
-$119 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$33.93 
PNR Pentair plc
-1.1%
-$4.38 
PJP Invesco Pharmaceuticals ETF
-1.1%
-$202.5 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$44.29 
TXN Texas Instruments Inc
-1.08%
-$3,463.96 
LOW Lowe's Companies Inc.
-1.08%
-$2,510.62 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$3,504.54 
DLTR Dollar Tree, Inc.
-1.06%
-$136 
CTAS Cintas Corporation
-1.04%
-$52,978.07 
DOC Healthpeak Properties, Inc.
-1.04%
-$16.33 
TAN Invesco Solar ETF
-1.02%
-$17.85 
BBJP JPMorgan BetaBuilders Japan Fund
-1.02%
-$317.24 
INTC Intel Corporation
-1.02%
-$2,237.58 
NDAQ Nasdaq, Inc.
-1.02%
-$0.97 
KO The Coca-Cola Company
-1.02%
-$4,024.8 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$19 
SWK Stanley Black & Decker Inc.
-1.01%
-$308.46 
DKNG DraftKings Inc.
-1.01%
-$12 
UPS United Parcel Service, Inc.
-1%
-$134.4 
VMC Vulcan Materials Company
-0.98%
-$317.73 
EW Edwards Lifesciences Corporation
-0.98%
-$357 
XOM Exxon Mobil Corporation
-0.97%
-$15,798.78 
MET MetLife Inc.
-0.97%
-$186.12 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$3,272.34 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$526.5 
IHE iShares U.S. Pharmaceuticals ETF
-0.82%
-$756 
GILD Gilead Sciences Inc.
-0.81%
-$9.63 
SON Sonoco Products Co.
-0.81%
-$2.76 
KMB Kimberly-Clark Corporation
-0.8%
-$129.36 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$1.14 
MAT Mattel Inc.
-0.79%
-$18.84 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$5.55 
PYPL PayPal Holdings Inc
-0.76%
-$15.84 
VHT Vanguard Health Care ETF
-0.76%
-$1,053 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$118.02 
CVS CVS Health Corporation
-0.75%
-$79 
BBCA JPMorgan BetaBuilders Canada ETF
-0.75%
-$187.11 
ED Consolidated Edison, Inc.
-0.74%
-$42.12 
MA Mastercard Incorporated
-0.74%
-$1,130.5 
BLK BlackRock, Inc.
-0.73%
-$95.76 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$12 
WOLF Wolfspeed, Inc.
-0.71%
-$45.05 
IYH iShares U.S. Healthcare ETF
-0.7%
-$24 
DUK Duke Energy Corporation
-0.67%
-$621.6 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$26.4 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$41.51 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$24,646.12 
AMGN Amgen Inc.
-0.64%
-$508.4 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$1,356.49 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,605.24 
AMT American Tower Corporation
-0.63%
-$13.2 
EFA iShares MSCI EAFE ETF
-0.62%
-$11,957.22 
PM Philip Morris International Inc.
-0.61%
-$678.49 
ECL Ecolab Inc.
-0.61%
-$288.99 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$42.88 
DHR Danaher Corporation
-0.61%
-$1,253.07 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$46.56 
SCHF Schwab International Equity ETF
-0.58%
-$12,039.36 
WEC WEC Energy Group Inc.
-0.57%
-$355.32 
VLTO Veralto Corporation
-0.57%
-$189 
SBUX Starbucks Corporation
-0.57%
-$268.2 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,352.66 
WAB Wabtec Corporation
-0.55%
-$14.4 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,851.66 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$369.54 
LLY Eli Lilly and Company
-0.53%
-$2,550.08 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$492 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,028.56 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$165 
XFOR X4 Pharmaceuticals Inc.
-0.5%
-$13.2 
PIPR Piper Sandler Companies
-0.5%
-$22.8 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$30.78 
ALL Allstate Corporation
-0.49%
-$97.5 
IWM iShares Russell 2000 ETF
-0.47%
-$1,584.59 
DFIV Dimensional International Value ETF
-0.47%
-$2,744.55 
WSBC WesBanco Inc.
-0.46%
-$54.15 
PEP PepsiCo, Inc.
-0.46%
-$2,686.08 
SDOG ALPS Sector Dividend Dogs ETF
-0.45%
-$229.12 
TRV The Travelers Companies, Inc.
-0.43%
-$185.82 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$91.39 
HD The Home Depot, Inc.
-0.42%
-$2,080.86 
MELI MercadoLibre, Inc.
-0.41%
-$233.4 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$13.16 
MBB iShares MBS ETF
-0.4%
-$22.57 
AIG American International Group Inc.
-0.39%
-$50.84 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$154.96 
VGT Vanguard Information Technology ETF
-0.38%
-$2,160.32 
AXP American Express Company
-0.38%
-$2,509.5 
MDT Medtronic plc
-0.37%
-$17.6 
ARCC Ares Capital Corporation
-0.37%
-$55.3 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$355.11 
RSG Republic Services, Inc.
-0.37%
-$1,487.46 
KVUE Kenvue Inc.
-0.36%
-$12.88 
BF-B Brown-Forman Corporation
-0.35%
-$9.6 
ADSK Autodesk, Inc.
-0.33%
-$23.1 
CL Colgate-Palmolive Company
-0.33%
-$4.5 
TFC Truist Financial Corporation
-0.33%
-$1,049.23 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$3,169.81 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$203.32 
CBZ CBIZ Inc.
-0.31%
-$85 
CEG Constellation Energy Corporation
-0.31%
-$4.86 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1.26 
VXF Vanguard Extended Market ETF
-0.3%
-$251.34 
COR Cencora, Inc.
-0.28%
-$150.41 
SDY SPDR S&P Dividend ETF
-0.28%
-$209.88 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$718.89 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$53.76 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$732.15 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$447.12 
FBND Fidelity Total Bond ETF
-0.27%
-$4,692.24 
VTV Vanguard Value ETF
-0.27%
-$146,865.62 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$4.42 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$6,547.23 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,566.74 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$1.08 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,167.06 
HUBB Hubbell Inc.
-0.24%
-$2,280.02 
COST Costco Wholesale Corporation
-0.24%
-$467.39 
HBAN Huntington Bancshares Incorporated
-0.23%
-$170.36 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$20,271.42 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$1,594.1 
BNDX Vanguard Total International Bond ETF
-0.23%
-$3.08 
MGPI MGP Ingredients Inc.
-0.23%
-$2 
VB Vanguard Small-Cap ETF
-0.22%
-$4,421.21 
PFG Principal Financial Group, Inc.
-0.22%
-$31.25 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$499.68 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$756.36 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$769.86 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$58.83 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,104.18 
KR Kroger Co.
-0.21%
-$594.96 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$4,524 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,006.18 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$549.99 
VBND Vident U.S. Bond Strategy ETF
-0.19%
-$62.56 
EUSA iShares MSCI USA Equal Weighted ETF
-0.18%
-$424.2 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$2,789.38 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$95.46 
EMN Eastman Chemical Company
-0.17%
-$24 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$7 
FITB Fifth Third Bancorp
-0.16%
-$1,991.79 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$3.6 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$3,797.75 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$33.12 
ELV Elevance Health, Inc.
-0.15%
-$339.91 
IXUS iShares Core International Stock ETF
-0.15%
-$3,374.84 
IMVP Invesco India ETF
-0.15%
-$0.72 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$372.72 
TRIP Tripadvisor Inc.
-0.14%
-$7.5 
MILN Global X Millennial Consumer ETF
-0.14%
-$1.24 
IDV iShares International Select Dividend ETF
-0.14%
-$0.84 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$488.06 
PRLB Proto Labs Inc.
-0.12%
-$9 
STZ Constellation Brands, Inc.
-0.12%
-$1.8 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$3.18 
MUB iShares National Muni Bond ETF
-0.11%
-$52.8 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$667.84 
XLF Financial Select Sector SPDR Fund
-0.1%
-$241.56 
TIP iShares TIPS Bond ETF
-0.1%
-$63.03 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$20 
PGX Invesco Preferred ETF
-0.09%
-$0.42 
NICE Nice Ltd. Sponsored ADR
-0.09%
-$1.08 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$34.32 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$22.38 
MRTN Marten Transport, Ltd.
-0.07%
-$8.41 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$399.05 
VO Vanguard Mid-Cap ETF
-0.05%
-$208.32 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1.3 
V Visa Inc. Class A
-0.04%
-$282.64 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$34 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.04%
-$152.94 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$272.89 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$21.2 Events
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Dividends
Dividend Analysis
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| Trades 2776 | Longs Won 1556/2776 56% | Profit Factor 4.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $347,751.35 |
| Average Win $71,944.87 | Best Trade (Aug 17) $6.06M | Sharpe Ratio -10.32 |
| Average Loss -$20,966.84 | Worst Trade (Jun 30) -$12.32M | Z-Score 4.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 6d | Expectancy $31,111.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 4642 464287905 | 8,500 | $52.66 | $52.66 | - | - | - | 0.0 |
| 8085 808515530 | 13.63M | $13,626.4 | $13,626.4 | - | - | - | 0.0 |
| AAPL Apple Inc. | 22,507 | $3.93M | $6.95M | - | $3.02M | 76.96% | -7.354% |
| ABBV AbbVie Inc. | 2,609 | $396,481.39 | $654,702.46 | - | $258,221.07 | 65.13% | -2.513% |
| ABT Abbott Laboratories | 3,555 | $452,148.95 | $375,763.5 | - | -$76,385.45 | -16.89% | +0.085% |
| ACN Accenture plc Class A | 535 | $144,325.31 | $88,767.2 | - | -$55,558.11 | -38.5% | +1.611% |
| ADI Analog Devices, Inc. | 87 | $14,770.05 | $31,964.67 | - | $17,194.62 | 116.42% | +0.202% |
| ADP Automatic Data Processing Inc. | 6,218 | $1.42M | $1.66M | - | $232,803.31 | 16.35% | +0.982% |
| ADSK Autodesk, Inc. | 30 | $5,606.1 | $7,026 | - | $1,419.9 | 25.33% | -0.328% |
| ADX Adams Diversified Equity Fund, Inc. | 6,995 | $117,585.95 | $178,512.4 | - | $60,926.45 | 51.81% | +1.27% |
| AEE Ameren Corporation | 194 | $15,843.98 | $21,264.34 | - | $5,420.36 | 34.21% | +0.791% |
| AEP American Electric Power Company, Inc. | 1,344 | $127,400.4 | $171,830.4 | - | $44,430 | 34.87% | +0.055% |
| AFG American Financial Group Inc. | 1,443 | $198,152.76 | $204,501.96 | - | $6,349.2 | 3.2% | +0.014% |
| AHCO AdaptHealth Corp. | 290 | $5,573.8 | $3,132 | - | -$2,441.8 | -43.81% | +1.124% |
| AIG American International Group Inc. | 164 | $9,436.56 | $12,887.12 | - | $3,450.56 | 36.57% | -0.393% |
| ALL Allstate Corporation | 75 | $10,170 | $19,806 | - | $9,636 | 94.75% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 1,193 | $85,313.29 | $568,046.94 | - | $482,733.65 | 565.84% | -1.904% |
| AMGN Amgen Inc. | 205 | $54,038.08 | $78,957.8 | - | $24,919.72 | 46.12% | -0.64% |
| AMP Ameriprise Financial, Inc. | 40 | $12,454.8 | $21,833.6 | - | $9,378.8 | 75.3% | +0.253% |
| AMRN AMRN | 490 | $0.59 | $0.59 | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Mike Clark?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $3.82M, Procter & Gamble Co - $1.21M, Vanguard S&P 500 ETF - $999,703.47, iShares Short Maturity Bond ETF - $760,317.08, and Netflix, Inc - $647,303.4. 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: Cincinnati Financial Corporation - $11.19M, iShares TIPS Bond ETF - $740,805.67, Vanguard Growth ETF - $566,352.45, Vanguard Small-Cap ETF - $166,325.01, and Vanguard Mid-Cap Growth ETF - $146,030.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mike Clark's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.77M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $3.59M, Procter & Gamble Co - $1.77M, Cincinnati Financial Corporation - $1.26M, Vanguard S&P 500 ETF - $1.06M, and U.S. Bancorp - $866,753.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mike Clark's monthly returns?
Mike Clark'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 Mike Clark's strategy be considered aggressive or moderate?
Mike Clark'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 Mike Clark's strategy?
Mike Clark'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.
