Craig Silberg Portfolio
Invests via EVERPAR ADVISORS LLC | Managed by Michael Christian, David Ellis, Courtney Hoffman, Tim Koski, Craig Silberg
Invests via EVERPAR ADVISORS LLC
Managed by Michael Christian, David Ellis, Courtney Hoffman, Tim Koski, Craig Silberg
Automatically Tracked
Craig Silberg Profile
Veteran investor focused on growth and middle‑market buyouts with a background in operations and capital allocation. Craig Silberg leads a boutique investment platform that targets tech-enabled services and healthcare niches, sourcing control and minority growth stakes. He combines prior operating roles and board experience with a disciplined value-oriented approach to portfolio construction, exit planning and limited partner relationships.
Veteran investor focused on growth and middle‑market buyouts with a background in operations and capital allocation. Craig Silberg leads a boutique investment platform that targets tech-enabled services and healthcare niches, sourcing control and minority growth stakes. He combines prior operating roles and board experience with a disciplined value-oriented approach to portfolio construction, exit planning and limited partner relationships.
Investment Philosophy & Strategy
Focuses on growth-oriented middle‑market buyouts and minority growth investments in tech‑enabled services and healthcare, blending operational experience with disciplined capital allocation. Pursues control or significant minority stakes where active governance and hands-on operational improvement can accelerate scalable revenue and margin expansion. Underwrites investments with conservative downside protection, value-driven entry pricing, and clear exit pathways; targets medium-term value realization through operational KPIs, bolt-on acquisitions, and LP-aligned governance.
Focuses on growth-oriented middle‑market buyouts and minority growth investments in tech‑enabled services and healthcare, blending operational experience with disciplined capital allocation. Pursues control or significant minority stakes where active governance and hands-on operational improvement can accelerate scalable revenue and margin expansion. Underwrites investments with conservative downside protection, value-driven entry pricing, and clear exit pathways; targets medium-term value realization through operational KPIs, bolt-on acquisitions, and LP-aligned governance.
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:
54.51%
Gain -0.59%
Monthly
1.31%
Yearly
16.87%
Drawdown
15.09%
$356.58M
Equity
Holdings
$356.58M
Investment
$269.57M
$102.88M
Profit -$1.6M
Realized
$15.87M
Unrealized
$87.01M
Dividends
$10.21M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$1.6M
Win %
70%
This Week
Compared To Last Week
Gain
-1.39%
Profit
-$5.01M
Win %
70%
This Month
Compared to last month
Gain
0.7%
Profit
$2.46M
Win %
70%
This Year
Compared to last year
Gain
1.67%
Profit
$5.87M
Win %
70%
BSVN Bank7 Corp
+5.35%
+$17,632.89 
EXE Expand Energy Corporation
+3.12%
+$7,268.94 
NI NiSource Inc.
+2.93%
+$7,241.85 
KMI Kinder Morgan, Inc.
+2.83%
+$7,911.51 
SLB Schlumberger Limited
+2.64%
+$9,478.35 
COP ConocoPhillips
+2.47%
+$20,359.5 
CMS CMS Energy Corporation
+2.44%
+$7,991.89 
LMT Lockheed Martin Corporation
+2.38%
+$9,484.64 
NOC Northrop Grumman Corporation
+2.36%
+$5,357.2 
FANG Diamondback Energy Inc
+2.35%
+$5,954.25 
EOG EOG Resources, Inc.
+2.34%
+$7,714.66 
RTX RTX Corporation
+2.3%
+$59,791.5 
F Ford Motor Company
+2.19%
+$4,167.18 
PM Philip Morris International Inc.
+2.13%
+$22,610 
FTI TechnipFMC plc
+2.11%
+$15,685.92 
PEP PepsiCo, Inc.
+2.07%
+$12,000.6 
AEP American Electric Power Company, Inc.
+2%
+$25,876.08 
CVX Chevron Corporation
+1.88%
+$54,813.13 
AEE Ameren Corporation
+1.86%
+$4,115.74 
OKE ONEOK, Inc.
+1.86%
+$104,166.53 
WEC WEC Energy Group Inc.
+1.84%
+$5,625.75 
DVN Devon Energy Corporation
+1.84%
+$8,496.14 
TJX The TJX Companies, Inc.
+1.83%
+$15,607.68 
SO The Southern Company
+1.79%
+$5,516.8 
MLM Martin Marietta Materials, Inc.
+1.72%
+$5,737.42 
MDLZ Mondelez International, Inc.
+1.71%
+$12,513.96 
USB U.S. Bancorp
+1.7%
+$9,779.25 
EVRG Evergy Inc.
+1.66%
+$3,422.73 
AMT American Tower Corporation
+1.64%
+$4,288.22 
NEM Newmont Corporation
+1.63%
+$4,662.63 
ED Consolidated Edison, Inc.
+1.58%
+$4,628.4 
AZO AutoZone Inc.
+1.58%
+$4,354.19 
DUK Duke Energy Corporation
+1.58%
+$7,459.84 
C Citigroup Inc.
+1.56%
+$11,212.8 
ATO Atmos Energy Corporation
+1.55%
+$6,454.05 
PNW Pinnacle West Capital Corporation
+1.55%
+$4,068.5 
MCHP Microchip Technology Incorporated
+1.53%
+$4,189.5 
XOM Exxon Mobil Corporation
+1.47%
+$43,726.07 
CNP CenterPoint Energy Inc.
+1.47%
+$3,454.43 
AIG American International Group Inc.
+1.43%
+$4,892.9 
JPM JPMorgan Chase & Co.
+1.42%
+$166,310.47 
WFC Wells Fargo & Company
+1.41%
+$10,866.96 
COF Capital One Financial Corporation
+1.4%
+$9,642.24 
GE General Electric Company
+1.39%
+$13,711.23 
KO The Coca-Cola Company
+1.36%
+$18,130 
TSN Tyson Foods Inc.
+1.29%
+$56,781.9 
MET MetLife Inc.
+1.29%
+$3,715.36 
GD General Dynamics Corporation
+1.29%
+$7,460.25 
ALL Allstate Corporation
+1.28%
+$10,571.82 
COST Costco Wholesale Corporation
+1.28%
+$11,790.56 
MO Altria Group, Inc.
+1.27%
+$7,145.88 
NEE NextEra Energy, Inc.
+1.26%
+$5,761.05 
D Dominion Energy, Inc.
+1.26%
+$2,622.8 
LIN Linde plc
+1.24%
+$7,185.36 
PSX Phillips 66
+1.24%
+$16,038.36 
ROK Rockwell Automation, Inc.
+1.24%
+$2,116.12 
APO Apollo Global Management, Inc.
+1.23%
+$4,099.98 
PNC The PNC Financial Services Group, Inc.
+1.21%
+$7,783.74 
MNST Monster Beverage Corporation
+1.2%
+$5,393.32 
PCG PG&E Corporation
+1.2%
+$2,243.01 
MAR Marriott International Inc. - Class A
+1.19%
+$2,958.68 
HWM Howmet Aerospace Inc.
+1.18%
+$4,449.62 
HDV iShares Core High Dividend ETF
+1.17%
+$10,933.05 
FE FirstEnergy Corp.
+1.16%
+$2,438 
ROST Ross Stores, Inc.
+1.15%
+$3,081.27 
ETR Entergy Corporation
+1.14%
+$2,239.65 
SRE Sempra
+1.13%
+$2,712.1 
WMB The Williams Companies, Inc.
+1.11%
+$12,163.69 
HLT Hilton Worldwide Holdings Inc.
+1.1%
+$4,342.79 
MRK Merck & Co., Inc.
+1.09%
+$14,878.86 
BLK BlackRock, Inc.
+1.08%
+$4,952.8 
XEL Xcel Energy Inc.
+1.06%
+$3,964 
HD The Home Depot, Inc.
+1.02%
+$7,802.9 
CMI Cummins Inc.
+1.01%
+$4,653.72 
PGR Progressive Corporation
+1%
+$5,074.9 
VZ Verizon Communications Inc.
+0.98%
+$6,679.43 
LOW Lowe's Companies Inc.
+0.94%
+$4,382.85 
PG Procter & Gamble Co
+0.93%
+$7,832.27 
RCL Royal Caribbean Group
+0.9%
+$2,804.75 
LLY Eli Lilly and Company
+0.9%
+$31,191.6 
AAPL Apple Inc.
+0.89%
+$147,318.05 
O Realty Income Corporation
+0.89%
+$2,126.03 
CARR Carrier Global Corporation
+0.87%
+$1,664.64 
TT Trane Technologies plc
+0.86%
+$4,031.8 
SYK Stryker Corporation
+0.85%
+$2,864.99 
TXN Texas Instruments Inc
+0.84%
+$5,154.31 
OGS One Gas Inc.
+0.84%
+$4,543.12 
NKE Nike, Inc. - Class B
+0.83%
+$1,655.4 
ITW Illinois Tool Works Inc.
+0.83%
+$5,252.8 
CL Colgate-Palmolive Company
+0.8%
+$3,072.48 
AMLP Alerian MLP ETF
+0.77%
+$1,614.4 
BNY BlackRock New York Municipal Income Trust
+0.77%
+$3,563.21 
ADI Analog Devices, Inc.
+0.76%
+$3,022.72 
MRSH Marsh & McLennan Companies, Inc.
+0.73%
+$1,819.77 
ABBV AbbVie Inc.
+0.71%
+$13,760.32 
CI The Cigna Group
+0.65%
+$1,427.15 
PH Parker-Hannifin Corporation
+0.65%
+$6,491.66 
DIS The Walt Disney Company
+0.61%
+$4,380.56 
CB Chubb Limited
+0.6%
+$4,068.28 
ISRG Intuitive Surgical, Inc.
+0.59%
+$2,293.05 
V Visa Inc. Class A
+0.59%
+$14,223.72 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$12,785.08 
T AT&T Inc.
+0.57%
+$3,191.8 
WMT Walmart Inc.
+0.56%
+$17,721.11 
GEV GE Vernova Inc.
+0.54%
+$4,725 
SPG Simon Property Group, Inc.
+0.54%
+$1,144.5 
ASML ASML Holding N.V. New York Registry Shares
+0.54%
+$1,454.68 
NVS Novartis AG Sponsored ADR
+0.51%
+$1,791.02 
CTVA Corteva Inc.
+0.51%
+$453.25 
BAC Bank of America Corporation
+0.5%
+$5,305.3 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.5%
+$1,940.84 
JNJ Johnson & Johnson
+0.48%
+$14,825.44 
VLO Valero Energy Corporation
+0.47%
+$3,255 
AXP American Express Company
+0.46%
+$2,514.24 
PFE Pfizer Inc.
+0.44%
+$1,396.98 
CFR Cullen/Frost Bankers Inc.
+0.43%
+$1,195.67 
KVUE Kenvue Inc.
+0.43%
+$984.56 
ON ON Semiconductor Corporation
+0.42%
+$774.07 
MCK McKesson Corporation
+0.41%
+$2,772.97 
SNA Snap-on Inc.
+0.39%
+$800.8 
DGRO iShares Core Dividend Growth ETF
+0.39%
+$4,335.37 
RF Regions Financial Corporation
+0.37%
+$903.8 
ADP Automatic Data Processing Inc.
+0.35%
+$1,973.18 
AVDE Avantis International Equity ETF
+0.35%
+$4,003.34 
TRV The Travelers Companies, Inc.
+0.34%
+$2,581.27 
CME CME Group Inc.
+0.33%
+$1,150.57 
VTV Vanguard Value ETF
+0.29%
+$20,433.4 
FRT Federal Realty Investment Trust
+0.28%
+$487.5 
AMGN Amgen Inc.
+0.27%
+$2,572.88 
MCD McDonald's Corporation
+0.25%
+$1,528.2 
MPC Marathon Petroleum Corporation
+0.24%
+$2,261.25 
WM Waste Management, Inc.
+0.24%
+$592.78 
DG Dollar General Corporation
+0.22%
+$675.12 
IEFA iShares Core MSCI EAFE ETF
+0.2%
+$474.63 
SBUX Starbucks Corporation
+0.19%
+$649.77 
BOKF BOK Financial Corporation
+0.18%
+$343.2 
BA Boeing Company
+0.16%
+$1,230.37 
WRB W.R. Berkley Corporation
+0.16%
+$1,160.4 
CAH Cardinal Health Inc.
+0.13%
+$474.18 
FCX Freeport-McMoRan Inc.
+0.11%
+$480.88 
NVDA NVIDIA Corporation
+0.1%
+$16,264.29 
CVS CVS Health Corporation
+0.09%
+$489.26 
VIG Vanguard Dividend Appreciation ETF
+0.08%
+$181.4 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$1,148.98 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$750.01 
MA Mastercard Incorporated
+0.05%
+$867.69 
MS Morgan Stanley
+0.05%
+$313.74 
LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
+0.03%
+$66.45 
BKLN Invesco Senior Loan ETF
+0.02%
+$123 
URI United Rentals, Inc.
+0.02%
+$118.82 
ABT Abbott Laboratories
+0.01%
+$61.99 
EA Electronic Arts Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 G200
G2004J103
0%
$0 
NBIS Nebius Group N.V.
-9.88%
-$14,888 
PANW Palo Alto Networks, Inc.
-7.76%
-$126,469.02 
CRWD CrowdStrike Holdings, Inc.
-7.59%
-$94,433.28 
FTNT Fortinet Inc.
-7.49%
-$37,196.27 
SNOW Snowflake Inc.
-7.33%
-$24,289.85 
DDOG Datadog, Inc. Class A Common Stock
-6.72%
-$21,092.31 
PLTR Palantir Technologies Inc.
-6.62%
-$82,984.33 
FLEX Flex Ltd.
-5.77%
-$12,990.23 
STX Seagate Technology Holdings plc
-5.66%
-$40,098 
NOW ServiceNow, Inc.
-5.23%
-$17,062.92 
CIEN Ciena Corporation
-4.82%
-$7,535.43 
WDC Western Digital Corporation
-4.76%
-$24,470.75 
SNDK SanDisk Corporation
-4.58%
-$27,673.03 
INTC Intel Corporation
-3.99%
-$61,506.68 
LITE Lumentum Holdings Inc.
-3.98%
-$9,026.68 
MU Micron Technology, Inc.
-3.71%
-$120,199.68 
ORCL Oracle Corporation
-3.62%
-$63,741.18 
AMD Advanced Micro Devices, Inc.
-3.43%
-$84,036.82 
ANET Arista Networks, Inc.
-3.38%
-$48,122.25 
SNPS Synopsys, Inc.
-3.36%
-$9,233.5 
HOOD Robinhood Markets, Inc.
-3.27%
-$9,809.81 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.24%
-$14,626.83 
APP AppLovin Corporation Class A Common Stock
-3.14%
-$6,826.69 
GLW Corning Incorporated
-3.11%
-$24,127.24 
AVGO Broadcom Inc.
-3.1%
-$178,663.89 
MRVL Marvell Technology, Inc.
-2.99%
-$9,169.41 
LRCX Lam Research Corporation
-2.89%
-$30,718.35 
IBKR Interactive Brokers Group Inc.
-2.87%
-$22,236.76 
CRM Salesforce Inc
-2.83%
-$15,480.39 
JBL Jabil Inc.
-2.7%
-$6,254.25 
NFLX Netflix, Inc.
-2.68%
-$28,601.22 
DELL Dell Technologies Inc.
-2.67%
-$37,410.3 
AMAT Applied Materials, Inc.
-2.6%
-$37,978 
META Meta Platforms Inc Class A
-2.49%
-$134,633.88 
KLAC KLA Corporation
-2.4%
-$17,891.67 
ADSK Autodesk, Inc.
-2.21%
-$6,178.8 
TER Teradyne, Inc.
-2.14%
-$9,680.71 
SCHW Charles Schwab Corporation
-1.99%
-$8,542.16 
SHOP Shopify Inc.
-1.97%
-$8,764.47 
MSFT Microsoft Corp.
-1.95%
-$251,466.7 
MTUM iShares MSCI USA Momentum Factor ETF
-1.91%
-$52,785.06 
FTEC Fidelity MSCI Information Technology Index ETF
-1.88%
-$81,570.5 
VGT Vanguard Information Technology ETF
-1.88%
-$17,201.7 
IYW iShares U.S. Technology ETF
-1.88%
-$7,455.24 
CSCO Cisco Systems, Inc.
-1.73%
-$56,915.33 
GOOGL Alphabet Inc
-1.69%
-$105,723.99 
EBAY eBay Inc.
-1.68%
-$6,393.24 
TTWO Take-Two Interactive Software, Inc.
-1.67%
-$8,211.97 
GOOG Alphabet Inc
-1.59%
-$108,388.57 
TSLA Tesla, Inc.
-1.57%
-$59,727.93 
EXPD Expeditors International of Washington, Inc.
-1.57%
-$5,520.25 
CGGR Capital Group Growth ETF
-1.51%
-$25,477.92 
ETN Eaton Corporation plc
-1.51%
-$11,144.54 
DE Deere & Company
-1.48%
-$9,955.94 
UNH UnitedHealth Group Incorporated
-1.47%
-$14,860.3 
CNC Centene Corporation
-1.45%
-$3,682.82 
EW Edwards Lifesciences Corporation
-1.43%
-$3,713.21 
DAL Delta Air Lines, Inc.
-1.36%
-$2,345.78 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$14,575.99 
PWR Quanta Services Inc.
-1.31%
-$8,482.31 
FIX Comfort Systems USA, Inc.
-1.28%
-$7,242.73 
VUG Vanguard Growth ETF
-1.25%
-$48,936.16 
CBRE CBRE Group Inc.
-1.24%
-$4,060.56 
APH Amphenol Corporation
-1.19%
-$17,708.32 
QCOM QUALCOMM Incorporated
-1.18%
-$8,815.54 
CDNS Cadence Design Systems, Inc.
-1.18%
-$4,333.84 
TGT Target Corporation
-1.17%
-$3,139.35 
XLC Communication Services Select Sector SPDR Fund
-1.15%
-$2,556.78 
IQV IQVIA Holdings Inc.
-1.11%
-$5,979.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.09%
-$86,951.26 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.09%
-$3,432.66 
ITT Itt Inc.
-1.07%
-$2,851.19 
BX Blackstone Inc.
-1.06%
-$5,075.44 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$5,304.68 
NDSN Nordson Corporation
-1.03%
-$4,684.97 
UBER Uber Technologies, Inc.
-1.03%
-$3,317.79 
AZN AstraZeneca PLC American Depositary Shares
-1%
-$4,818.48 
AMZN Amazon.com Inc
-0.93%
-$66,046.96 
DASH DoorDash, Inc.
-0.91%
-$2,822.75 
VB Vanguard Small-Cap ETF
-0.9%
-$1,835.6 
LEN Lennar Corporation
-0.86%
-$1,954.39 
BXSL Blackstone Secured Lending Fund
-0.85%
-$4,750.87 
SFNC Simmons First National Corporation
-0.83%
-$14,735.81 
MSDL Morgan Stanley Direct Lending Corp.
-0.79%
-$1,947.43 
UPS United Parcel Service, Inc.
-0.78%
-$2,942.95 
CEG Constellation Energy Corporation
-0.73%
-$2,868.27 
EQIX Equinix, Inc.
-0.73%
-$1,917.96 
FDX FedEx Corporation
-0.72%
-$1,565.55 
IBM International Business Machines Corporation
-0.71%
-$4,272.39 
LRGF iShares U.S. Equity Factor ETF
-0.7%
-$27,002.42 
CFG Citizens Financial Group, Inc.
-0.69%
-$1,323.08 
SUSA iShares MSCI USA ESG Select ETF
-0.69%
-$1,498.64 
MDT Medtronic plc
-0.69%
-$2,783.88 
LUV Southwest Airlines Co.
-0.69%
-$1,399.16 
EMR Emerson Electric Co.
-0.69%
-$1,625.03 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$11,714.75 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.64%
-$5,954.21 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.59%
-$31,003.79 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$19,567.31 
VOO Vanguard S&P 500 ETF
-0.59%
-$1,284.36 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$10,101.8 
IVV iShares Core S&P 500 ETF
-0.58%
-$153,540 
CGUS Capital Group Core Equity ETF
-0.57%
-$4,119.78 
GILD Gilead Sciences Inc.
-0.55%
-$3,904.56 
YUM Yum! Brands, Inc.
-0.52%
-$2,020.59 
DHR Danaher Corporation
-0.52%
-$1,972.8 
UNP Union Pacific Corporation
-0.51%
-$2,301.38 
MDY SPDR S&P MidCap 400 ETF Trust
-0.5%
-$981.58 
CGDV Capital Group Dividend Value ETF
-0.45%
-$7,133.94 
CSX CSX Corporation
-0.44%
-$1,555.1 
QUAL iShares MSCI USA Quality Factor ETF
-0.44%
-$8,346.06 
PAYX Paychex Inc.
-0.44%
-$1,410.38 
MMM 3M Company
-0.43%
-$1,663.92 
SLV iShares Silver Trust
-0.43%
-$1,611 
VO Vanguard Mid-Cap ETF
-0.41%
-$1,098.24 
SHW The Sherwin-Williams Company
-0.41%
-$6,081.47 
BKNG Booking Holdings Inc.
-0.39%
-$2,319.2 
LPLA LPL Financial Holdings Inc.
-0.34%
-$1,017.71 
VRP Invesco Variable Rate Preferred ETF
-0.34%
-$764.08 
GLD SPDR Gold Shares
-0.32%
-$881.9 
PLD Prologis Inc.
-0.32%
-$942.43 
REGN Regeneron Pharmaceuticals, Inc.
-0.32%
-$1,128.08 
USMV iShares MSCI USA Min Vol Factor ETF
-0.3%
-$1,740.96 
AMP Ameriprise Financial, Inc.
-0.3%
-$1,269.48 
ECL Ecolab Inc.
-0.29%
-$1,251.6 
ZWS Zurn Elkay Water Solutions Corporation
-0.29%
-$760.73 
IJS iShares S&P Small-Cap 600 Value ETF
-0.27%
-$8,996.06 
GWW W.W. Grainger, Inc.
-0.26%
-$4,843.8 
GS The Goldman Sachs Group, Inc.
-0.25%
-$2,819.25 
NSC Norfolk Southern Corporation
-0.25%
-$2,342.49 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,995.33 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.19%
-$482.67 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.16%
-$2,246.9 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$359.96 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.15%
-$1,894.77 
WSM Williams-Sonoma, Inc.
-0.15%
-$346.69 
ELV Elevance Health, Inc.
-0.12%
-$336.83 
AME Ametek Inc.
-0.09%
-$280.56 
TDY Teledyne Technologies Incorporated
-0.08%
-$452.88 
COR Cencora, Inc.
-0.07%
-$328.21 
BMY Bristol-Myers Squibb Company
-0.07%
-$354.96 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.06%
-$916.42 
DHI D.R. Horton, Inc.
-0.03%
-$59.13 
WELL Welltower Inc.
-0.02%
-$108.45 
CAT Caterpillar Inc.
-0.01%
-$220.33 
LII Lennox International Inc.
-0.01%
-$24.08 Events
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Dividends
Dividend Analysis
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| Trades 2849 | Longs Won 1965/2849 68% | Profit Factor 8.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $208,247.39 |
| Average Win $59,546.81 | Best Trade (Oct 15) $6.21M | Sharpe Ratio -10.05 |
| Average Loss -$15,981.28 | Worst Trade (Oct 16) -$408,236.64 | Z-Score 5.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 2d | Expectancy $36,111.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 48,301 | $10.52M | $16.67M | - | $6.15M | 58.48% | +0.892% |
| ABBV AbbVie Inc. | 6,863 | $1.23M | $1.96M | - | $726,535.21 | 58.96% | +0.707% |
| ABT Abbott Laboratories | 6,199 | $686,471.05 | $648,973.31 | - | -$37,497.74 | -5.46% | +0.01% |
| ADI Analog Devices, Inc. | 983 | $281,426.1 | $400,105.57 | - | $118,679.47 | 42.17% | +0.761% |
| ADP Automatic Data Processing Inc. | 1,944 | $455,647.38 | $557,276.76 | - | $101,629.38 | 22.3% | +0.355% |
| ADSK Autodesk, Inc. | 1,140 | $291,888.45 | $273,303.6 | - | -$18,584.85 | -6.37% | -2.211% |
| AEE Ameren Corporation | 2,127 | $234,495.91 | $224,813.26 | - | -$9,682.65 | -4.13% | +1.865% |
| AEP American Electric Power Company, Inc. | 10,392 | $896,186.26 | $1.32M | - | $421,311.5 | 47.01% | +2.003% |
| AIG American International Group Inc. | 4,330 | $317,665.63 | $347,482.5 | - | $29,816.87 | 9.39% | +1.428% |
| ALL Allstate Corporation | 3,438 | $568,230.78 | $834,316.65 | - | $266,085.87 | 46.83% | +1.283% |
| AMAT Applied Materials, Inc. | 3,400 | $672,891.35 | $1.42M | - | $751,164.65 | 111.63% | -2.598% |
| AMD Advanced Micro Devices, Inc. | 4,360 | $1.23M | $2.37M | - | $1.13M | 91.69% | -3.428% |
| AME Ametek Inc. | 1,336 | $227,916.3 | $331,742.16 | - | $103,825.86 | 45.55% | -0.085% |
| AMGN Amgen Inc. | 2,218 | $664,253.86 | $965,251.42 | - | $300,997.56 | 45.31% | +0.267% |
| AMLP Alerian MLP ETF | 4,036 | $212,455 | $211,123.16 | - | -$1,331.84 | -0.63% | +0.771% |
| AMP Ameriprise Financial, Inc. | 852 | $328,072.25 | $426,928.68 | - | $98,856.43 | 30.13% | -0.296% |
| AMT American Tower Corporation | 1,439 | $248,342.95 | $265,265.26 | - | $16,922.31 | 6.81% | +1.643% |
| AMZN Amazon.com Inc | 27,986 | $4.96M | $7.06M | - | $2.1M | 42.4% | -0.926% |
| ANET Arista Networks, Inc. | 7,675 | $898,309.7 | $1.38M | - | $477,894.55 | 53.2% | -3.379% |
| APH Amphenol Corporation | 18,256 | $371,757.28 | $1.47M | - | $1.1M | 295.41% | -1.19% |
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FAQ
Which stocks have generated the highest profits for Craig Silberg?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.22M, Capital Group Growth ETF - $1.07M, Capital Group Dividend Value ETF - $1.01M, ONEOK, Inc - $686,196.85, and JPMorgan Chase & Co - $612,865.1. 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: Adobe Inc - $559,628.88, Intel Corporation - $252,175.17, The Cooper Companies, Inc - $236,865.78, Centene Corporation - $213,124.78, and Oaktree Specialty Lending Corporation - $189,383.59. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Craig Silberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.21M earned over time. The largest contributors to dividend income include ONEOK, Inc - $609,466.69, JPMorgan Chase & Co - $541,658.9, Tyson Foods Inc - $375,755.97, iShares Core S&P 500 ETF - $326,588.45, and Chevron Corporation - $236,964.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Craig Silberg's monthly returns?
Craig Silberg'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 Craig Silberg's strategy be considered aggressive or moderate?
Craig Silberg'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 Craig Silberg's strategy?
Craig Silberg'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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