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:
54.16%
Gain -0.71%
Monthly
1.36%
Yearly
17.61%
Drawdown
15.09%
$356.14M
Equity
Holdings
$356.14M
Investment
$269.57M
$102.45M
Profit -$1.89M
Realized
$15.87M
Unrealized
$86.57M
Dividends
$9.29M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.71%
Profit
-$1.89M
Win %
73%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$2.06M
Win %
73%
This Month
Compared to last month
Gain
-0.53%
Profit
-$1.89M
Win %
73%
This Year
Compared to last year
Gain
1.54%
Profit
$5.43M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$1.01M 
ETN Eaton Corporation plc
+7.32%
+$51,977.16 
GOOG Alphabet Inc
+6.88%
+$454,737.09 
GOOGL Alphabet Inc
+6.73%
+$401,965.83 
ANET Arista Networks, Inc.
+5.46%
+$71,607.8 
FTNT Fortinet Inc.
+4.99%
+$21,013.3 
APO Apollo Global Management, Inc.
+4.44%
+$15,865.14 
SNPS Synopsys, Inc.
+4.41%
+$9,644.42 
LPLA LPL Financial Holdings Inc.
+4.28%
+$13,382.13 
FTI TechnipFMC plc
+3.98%
+$29,846.82 
TT Trane Technologies plc
+3.33%
+$14,992.75 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$10,809.04 
META Meta Platforms Inc Class A
+3.28%
+$129,576.65 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$28,696.32 
MSFT Microsoft Corp.
+3.02%
+$325,490.52 
LITE Lumentum Holdings Inc.
+2.99%
+$5,402.7 
NVDA NVIDIA Corporation
+2.93%
+$442,234.33 
CVX Chevron Corporation
+2.35%
+$60,061.76 
MRVL Marvell Technology, Inc.
+2.32%
+$5,410.2 
CNC Centene Corporation
+2.27%
+$4,958.34 
GLW Corning Incorporated
+2.24%
+$17,001.33 
WDC Western Digital Corporation
+2.21%
+$17,015.67 
EOG EOG Resources, Inc.
+2.19%
+$6,881.54 
DVN Devon Energy Corporation
+2.17%
+$9,012.48 
CDNS Cadence Design Systems, Inc.
+2.16%
+$8,179.18 
CSCO Cisco Systems, Inc.
+2.14%
+$72,868.41 
JBL Jabil Inc.
+2.12%
+$5,269.71 
GWW W.W. Grainger, Inc.
+1.97%
+$36,887.37 
OKE ONEOK, Inc.
+1.95%
+$107,248.38 
ROK Rockwell Automation, Inc.
+1.93%
+$3,673.34 
PANW Palo Alto Networks, Inc.
+1.89%
+$27,072.3 
FIX Comfort Systems USA, Inc.
+1.88%
+$12,166.69 
CRM Salesforce Inc
+1.83%
+$7,351.5 
ORCL Oracle Corporation
+1.81%
+$30,233.28 
HWM Howmet Aerospace Inc.
+1.8%
+$8,555.66 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$5,124.28 
EXE Expand Energy Corporation
+1.74%
+$4,128.04 
FLEX Flex Ltd.
+1.64%
+$4,204.4 
KMI Kinder Morgan, Inc.
+1.64%
+$4,423.64 
FANG Diamondback Energy Inc
+1.59%
+$4,111.74 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,290.12 
ITT Itt Inc.
+1.54%
+$3,933.6 
VZ Verizon Communications Inc.
+1.52%
+$10,748.5 
LMT Lockheed Martin Corporation
+1.5%
+$6,455.24 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$108,364.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,279.68 
NOC Northrop Grumman Corporation
+1.43%
+$3,464.02 
PH Parker-Hannifin Corporation
+1.43%
+$14,317.13 
PWR Quanta Services Inc.
+1.43%
+$9,483.19 
GE General Electric Company
+1.42%
+$15,854.55 
SLB Schlumberger Limited
+1.39%
+$5,055.12 
KLAC KLA Corporation
+1.38%
+$10,619.89 
CIEN Ciena Corporation
+1.34%
+$2,186.21 
CAH Cardinal Health Inc.
+1.3%
+$4,318.63 
CGUS Capital Group Core Equity ETF
+1.29%
+$9,208.92 
COP ConocoPhillips
+1.22%
+$8,434.66 
WFC Wells Fargo & Company
+1.19%
+$9,473.76 
AMAT Applied Materials, Inc.
+1.18%
+$20,060.07 
ITW Illinois Tool Works Inc.
+1.15%
+$7,621.25 
VUG Vanguard Growth ETF
+1.1%
+$40,634.49 
NOW ServiceNow, Inc.
+1.05%
+$2,547.36 
NBIS Nebius Group N.V.
+1.05%
+$1,584.01 
URI United Rentals, Inc.
+0.99%
+$5,261.85 
TDY Teledyne Technologies Incorporated
+0.98%
+$5,674.34 
ADP Automatic Data Processing Inc.
+0.98%
+$5,034.94 
UNP Union Pacific Corporation
+0.92%
+$4,151.87 
AMLP Alerian MLP ETF
+0.89%
+$1,977.64 
WMB The Williams Companies, Inc.
+0.89%
+$9,952.11 
SCHW Charles Schwab Corporation
+0.87%
+$4,156.88 
NDSN Nordson Corporation
+0.86%
+$3,524.09 
IBM International Business Machines Corporation
+0.86%
+$4,901.01 
GEV GE Vernova Inc.
+0.85%
+$7,852.95 
MCD McDonald's Corporation
+0.82%
+$5,603.43 
EMR Emerson Electric Co.
+0.79%
+$1,727.53 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$40,078.07 
AEE Ameren Corporation
+0.79%
+$1,829.22 
ZWS Zurn Elkay Water Solutions Corporation
+0.78%
+$2,197.65 
SFNC Simmons First National Corporation
+0.77%
+$14,337.54 
TSLA Tesla, Inc.
+0.76%
+$24,772.71 
MPC Marathon Petroleum Corporation
+0.76%
+$4,639.02 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$23,015.52 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$26,272.52 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,496.89 
AME Ametek Inc.
+0.71%
+$2,271.22 
CAT Caterpillar Inc.
+0.7%
+$11,356.99 
BMY Bristol-Myers Squibb Company
+0.69%
+$3,993.3 
IVV iShares Core S&P 500 ETF
+0.69%
+$174,694.4 
CARR Carrier Global Corporation
+0.68%
+$1,456.56 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$6,111.64 
PLTR Palantir Technologies Inc.
+0.65%
+$5,003.19 
CGGR Capital Group Growth ETF
+0.65%
+$10,261.94 
CGDV Capital Group Dividend Value ETF
+0.63%
+$10,052.37 
TER Teradyne, Inc.
+0.6%
+$2,899.61 
MO Altria Group, Inc.
+0.57%
+$2,964.78 
BSVN Bank7 Corp
+0.56%
+$1,662.36 
APH Amphenol Corporation
+0.55%
+$4,016.27 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,007.42 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$1,562.01 
STX Seagate Technology Holdings plc
+0.52%
+$4,561.26 
PSX Phillips 66
+0.51%
+$4,838.31 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$3,466.05 
NSC Norfolk Southern Corporation
+0.46%
+$4,482.66 
IYW iShares U.S. Technology ETF
+0.46%
+$1,656.69 
PAYX Paychex Inc.
+0.44%
+$1,483.08 
EBAY eBay Inc.
+0.43%
+$1,517.05 
CSX CSX Corporation
+0.42%
+$1,518.93 
PFE Pfizer Inc.
+0.4%
+$1,074.6 
RTX RTX Corporation
+0.39%
+$11,680.2 
VLO Valero Energy Corporation
+0.38%
+$1,844.5 
AVGO Broadcom Inc.
+0.37%
+$24,078.24 
PG Procter & Gamble Co
+0.37%
+$2,852.99 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,720.86 
BAC Bank of America Corporation
+0.36%
+$4,489.1 
SNA Snap-on Inc.
+0.33%
+$761.61 
RF Regions Financial Corporation
+0.32%
+$903.8 
AZO AutoZone Inc.
+0.32%
+$871.19 
GD General Dynamics Corporation
+0.32%
+$2,092.3 
MRK Merck & Co., Inc.
+0.32%
+$3,861.06 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$7,534.25 
JPM JPMorgan Chase & Co.
+0.27%
+$32,774.04 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,175.77 
CME CME Group Inc.
+0.21%
+$697.69 
SO The Southern Company
+0.21%
+$689.6 
JNJ Johnson & Johnson
+0.21%
+$6,440.56 
ADI Analog Devices, Inc.
+0.2%
+$727.41 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$411 
CMI Cummins Inc.
+0.19%
+$1,055.33 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$3,355.28 
USB U.S. Bancorp
+0.17%
+$1,103.28 
T AT&T Inc.
+0.17%
+$945.72 
MS Morgan Stanley
+0.17%
+$1,328.77 
VRP Invesco Variable Rate Preferred ETF
+0.17%
+$382.04 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$817.24 
BOKF BOK Financial Corporation
+0.16%
+$343.17 
CB Chubb Limited
+0.15%
+$1,012.3 
DELL Dell Technologies Inc.
+0.14%
+$1,654.8 
EA Electronic Arts Inc.
+0.13%
+$502.2 
MMM 3M Company
+0.12%
+$485.29 
ISRG Intuitive Surgical, Inc.
+0.1%
+$324.35 
C Citigroup Inc.
+0.1%
+$759.14 
WM Waste Management, Inc.
+0.1%
+$243.76 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$505.44 
WMT Walmart Inc.
+0.09%
+$2,676.55 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$3,041.17 
ABT Abbott Laboratories
+0.09%
+$557.91 
AEP American Electric Power Company, Inc.
+0.06%
+$727.44 
BKLN Invesco Senior Loan ETF
+0.05%
+$245.99 
HDV iShares Core High Dividend ETF
+0.04%
+$316.9 
DIS The Walt Disney Company
+0.03%
+$193.26 
FRT Federal Realty Investment Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 G200
G2004J103
0%
$0 
CTVA Corteva Inc.
-11.9%
-$74,122.99 
AAPL Apple Inc.
-7.35%
-$1.18M 
SYK Stryker Corporation
-6.42%
-$25,601.64 
LIN Linde plc
-5.95%
-$35,585.77 
MU Micron Technology, Inc.
-5.9%
-$179,568.93 
SNDK SanDisk Corporation
-5.09%
-$28,201.29 
TSN Tyson Foods Inc.
-4.43%
-$218,204.73 
SHOP Shopify Inc.
-4.29%
-$13,109.25 
CI The Cigna Group
-2.99%
-$6,285.31 
IBKR Interactive Brokers Group Inc.
-2.75%
-$22,462.29 
MLM Martin Marietta Materials, Inc.
-2.75%
-$10,119.65 
EQIX Equinix, Inc.
-2.7%
-$7,458 
QCOM QUALCOMM Incorporated
-2.63%
-$16,670.26 
ON ON Semiconductor Corporation
-2.54%
-$5,318.61 
ABBV AbbVie Inc.
-2.51%
-$44,403.61 
YUM Yum! Brands, Inc.
-2.37%
-$9,575.28 
PCG PG&E Corporation
-2.25%
-$5,788.4 
BA Boeing Company
-2.15%
-$19,201.8 
NEM Newmont Corporation
-2.14%
-$5,057.35 
SLV iShares Silver Trust
-2.13%
-$8,162.4 
WSM Williams-Sonoma, Inc.
-2%
-$4,366.43 
NFLX Netflix, Inc.
-2%
-$21,469.3 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$6,208.64 
AMD Advanced Micro Devices, Inc.
-1.9%
-$40,286.49 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$10,612.01 
CBRE CBRE Group Inc.
-1.77%
-$6,405.07 
DHI D.R. Horton, Inc.
-1.7%
-$3,245.58 
UNH UnitedHealth Group Incorporated
-1.68%
-$17,568.97 
LEN Lennar Corporation
-1.67%
-$4,083.8 
SNOW Snowflake Inc.
-1.62%
-$4,766.99 
LRCX Lam Research Corporation
-1.58%
-$18,024.54 
GLD SPDR Gold Shares
-1.49%
-$4,029.53 
NVS Novartis AG Sponsored ADR
-1.45%
-$5,326.56 
NI NiSource Inc.
-1.42%
-$3,830.4 
LUV Southwest Airlines Co.
-1.38%
-$3,148.11 
NKE Nike, Inc. - Class B
-1.37%
-$3,097.2 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,680.15 
MSDL Morgan Stanley Direct Lending Corp.
-1.35%
-$3,709.4 
MNST Monster Beverage Corporation
-1.3%
-$6,283.96 
DAL Delta Air Lines, Inc.
-1.3%
-$2,544.95 
FCX Freeport-McMoRan Inc.
-1.28%
-$4,868.91 
MDLZ Mondelez International, Inc.
-1.22%
-$8,922.01 
F Ford Motor Company
-1.21%
-$2,778.12 
TJX The TJX Companies, Inc.
-1.21%
-$11,350.98 
IQV IQVIA Holdings Inc.
-1.17%
-$5,484.57 
SHW The Sherwin-Williams Company
-1.16%
-$17,711.57 
SRE Sempra
-1.15%
-$3,019.96 
NEE NextEra Energy, Inc.
-1.15%
-$5,847.9 
WRB W.R. Berkley Corporation
-1.15%
-$8,122.8 
DE Deere & Company
-1.13%
-$7,044.79 
RCL Royal Caribbean Group
-1.13%
-$4,051.33 
TXN Texas Instruments Inc
-1.08%
-$6,638 
LOW Lowe's Companies Inc.
-1.08%
-$5,436.65 
PLD Prologis Inc.
-1.08%
-$3,676.66 
MCK McKesson Corporation
-1.08%
-$6,365.57 
INTC Intel Corporation
-1.02%
-$15,031.59 
KO The Coca-Cola Company
-1.02%
-$13,053.6 
UPS United Parcel Service, Inc.
-1%
-$4,039.35 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$4,919.8 
EW Edwards Lifesciences Corporation
-0.98%
-$2,504.95 
XOM Exxon Mobil Corporation
-0.97%
-$25,980.93 
MET MetLife Inc.
-0.97%
-$2,696.86 
MCHP Microchip Technology Incorporated
-0.96%
-$2,646.01 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$4,535.6 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,444.25 
PGR Progressive Corporation
-0.87%
-$4,421.22 
O Realty Income Corporation
-0.87%
-$2,405.2 
ATO Atmos Energy Corporation
-0.85%
-$3,745.85 
FE FirstEnergy Corp.
-0.82%
-$1,840 
GILD Gilead Sciences Inc.
-0.81%
-$4,802.12 
D Dominion Energy, Inc.
-0.8%
-$1,859.2 
CVS CVS Health Corporation
-0.75%
-$4,547.24 
ED Consolidated Edison, Inc.
-0.74%
-$2,154.6 
MA Mastercard Incorporated
-0.74%
-$11,895.76 
BLK BlackRock, Inc.
-0.73%
-$3,271.8 
MAR Marriott International Inc. - Class A
-0.71%
-$1,711.91 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$2,116.59 
DASH DoorDash, Inc.
-0.69%
-$2,209.81 
DUK Duke Energy Corporation
-0.67%
-$3,333.12 
AMGN Amgen Inc.
-0.64%
-$5,500.66 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,533.42 
GS The Goldman Sachs Group, Inc.
-0.63%
-$8,119.43 
AMT American Tower Corporation
-0.63%
-$1,582.91 
PM Philip Morris International Inc.
-0.61%
-$6,277.55 
ECL Ecolab Inc.
-0.61%
-$2,547.9 
DHR Danaher Corporation
-0.61%
-$1,956.36 
ROST Ross Stores, Inc.
-0.59%
-$1,705.5 
WEC WEC Energy Group Inc.
-0.57%
-$1,817.56 
SBUX Starbucks Corporation
-0.57%
-$2,148 
OGS One Gas Inc.
-0.56%
-$3,198.33 
COF Capital One Financial Corporation
-0.54%
-$3,905.3 
LLY Eli Lilly and Company
-0.53%
-$17,041.4 
WELL Welltower Inc.
-0.51%
-$2,867.9 
ALL Allstate Corporation
-0.49%
-$4,469.44 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,767.15 
SPG Simon Property Group, Inc.
-0.46%
-$1,123.5 
AVDE Avantis International Equity ETF
-0.46%
-$5,337.78 
PEP PepsiCo, Inc.
-0.46%
-$2,892.8 
TRV The Travelers Companies, Inc.
-0.43%
-$3,261.63 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$3,875.48 
HD The Home Depot, Inc.
-0.42%
-$3,454.2 
AIG American International Group Inc.
-0.39%
-$1,342.3 
ETR Entergy Corporation
-0.38%
-$774.9 
VGT Vanguard Information Technology ETF
-0.38%
-$3,215.97 
AXP American Express Company
-0.38%
-$2,217.4 
LII Lennox International Inc.
-0.38%
-$945.15 
CMS CMS Energy Corporation
-0.37%
-$1,323.81 
FDX FedEx Corporation
-0.37%
-$845.25 
MDT Medtronic plc
-0.37%
-$1,349.76 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$807.23 
KVUE Kenvue Inc.
-0.36%
-$861.49 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$14,237.58 
DG Dollar General Corporation
-0.35%
-$1,047.59 
ADSK Autodesk, Inc.
-0.33%
-$877.8 
CL Colgate-Palmolive Company
-0.33%
-$1,245.6 
PNW Pinnacle West Capital Corporation
-0.33%
-$849.75 
CEG Constellation Energy Corporation
-0.31%
-$1,155.87 
EVRG Evergy Inc.
-0.29%
-$606.23 
COR Cencora, Inc.
-0.28%
-$1,270.04 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$3,131.23 
VTV Vanguard Value ETF
-0.27%
-$18,546.93 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$633.27 
CNP CenterPoint Energy Inc.
-0.26%
-$649.54 
BXSL Blackstone Secured Lending Fund
-0.26%
-$1,390.5 
BX Blackstone Inc.
-0.25%
-$1,400.03 
LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
-0.24%
-$664.5 
COST Costco Wholesale Corporation
-0.24%
-$2,152.29 
VB Vanguard Small-Cap ETF
-0.22%
-$465.95 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$882.2 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$2,842.16 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$695.61 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,994.22 
BKNG Booking Holdings Inc.
-0.18%
-$1,213.19 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$2,265.03 
ELV Elevance Health, Inc.
-0.15%
-$373.51 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.14%
-$375.41 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$258.39 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$1,832.84 
CFG Citizens Financial Group, Inc.
-0.11%
-$240.56 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,901.52 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$809.14 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$739.4 
VO Vanguard Mid-Cap ETF
-0.05%
-$133.12 
HOOD Robinhood Markets, Inc.
-0.05%
-$115.24 
V Visa Inc. Class A
-0.04%
-$843.72 
XEL Xcel Energy Inc.
-0.04%
-$148.65 
TGT Target Corporation
-0.01%
-$34.31 
UBER Uber Technologies, Inc.
-0.01%
-$45.14 Events
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Dividends
Dividend Analysis
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| Trades 2849 | Longs Won 2002/2849 70% | Profit Factor 8.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $205,023.57 |
| Average Win $57,771.77 | Best Trade (Aug 28) $6.45M | Sharpe Ratio -10.05 |
| Average Loss -$15,599.31 | Worst Trade (Aug 03) -$463,193 | Z-Score 16.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4d | Expectancy $35,958.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
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Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 48,301 | $10.52M | $14.92M | - | $4.4M | 41.88% | -7.354% |
| ABBV AbbVie Inc. | 6,863 | $1.23M | $1.72M | - | $490,001.92 | 39.77% | -2.513% |
| ABT Abbott Laboratories | 6,199 | $686,471.05 | $655,234.3 | - | -$31,236.75 | -4.55% | +0.085% |
| ADI Analog Devices, Inc. | 983 | $281,426.1 | $361,164.03 | - | $79,737.93 | 28.33% | +0.202% |
| ADP Automatic Data Processing Inc. | 1,944 | $455,647.38 | $517,998.22 | - | $62,350.84 | 13.68% | +0.982% |
| ADSK Autodesk, Inc. | 1,140 | $291,888.45 | $266,988 | - | -$24,900.45 | -8.53% | -0.328% |
| AEE Ameren Corporation | 2,127 | $234,495.91 | $233,140.47 | - | -$1,355.44 | -0.58% | +0.791% |
| AEP American Electric Power Company, Inc. | 10,392 | $896,186.26 | $1.33M | - | $432,430.94 | 48.25% | +0.055% |
| AIG American International Group Inc. | 4,330 | $317,665.63 | $340,251.4 | - | $22,585.77 | 7.11% | -0.393% |
| ALL Allstate Corporation | 3,438 | $568,230.78 | $907,907 | - | $339,676.22 | 59.78% | -0.49% |
| AMAT Applied Materials, Inc. | 3,400 | $672,891.35 | $1.73M | - | $1.05M | 156.52% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 4,360 | $1.23M | $2.08M | - | $841,083.57 | 68.11% | -1.904% |
| AME Ametek Inc. | 1,336 | $227,916.3 | $322,924.57 | - | $95,008.27 | 41.69% | +0.708% |
| AMGN Amgen Inc. | 2,218 | $664,253.86 | $854,284.88 | - | $190,031.02 | 28.61% | -0.64% |
| AMLP Alerian MLP ETF | 4,036 | $212,455 | $223,271.52 | - | $10,816.52 | 5.09% | +0.894% |
| AMP Ameriprise Financial, Inc. | 852 | $328,072.25 | $465,055.71 | - | $136,983.46 | 41.75% | +0.253% |
| AMT American Tower Corporation | 1,439 | $248,342.95 | $249,465.04 | - | $1,122.09 | 0.45% | -0.631% |
| AMZN Amazon.com Inc | 27,986 | $4.96M | $7.6M | - | $2.64M | 53.22% | +15.321% |
| ANET Arista Networks, Inc. | 7,675 | $898,309.7 | $1.38M | - | $485,876.63 | 54.09% | +5.456% |
| APH Amphenol Corporation | 9,128 | $371,749.25 | $733,434.8 | - | $361,685.55 | 97.29% | +0.551% |
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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 Craig Silberg?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.2M, Capital Group Growth ETF - $1.07M, Capital Group Dividend Value ETF - $1.01M, ONEOK, Inc - $686,196.85, and JPMorgan Chase & Co - $555,336.2. 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 $9.29M earned over time. The largest contributors to dividend income include ONEOK, Inc - $609,466.69, JPMorgan Chase & Co - $484,130, Tyson Foods Inc - $334,386.3, iShares Core S&P 500 ETF - $251,435.4, and Chevron Corporation - $213,311.76. 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.
