Vincent Incerto Portfolio
Invests via LaSalle St. Investment Advisors LLC | Managed by Michael Drozd, Vincent Incerto
Invests via LaSalle St. Investment Advisors LLC
Managed by Michael Drozd, Vincent Incerto
Automatically Tracked
Vincent Incerto Profile
Vincent Incerto stands out as a prominent entrepreneur in the technology sector, known for his innovative approach to product development and market entry. His leadership has been pivotal in establishing several successful startups that leverage cutting-edge technologies to address emerging consumer needs. With a strong focus on creating value through disruptive solutions, he possesses significant expertise in navigating competitive landscapes and driving growth initiatives. This multifaceted experience positions him as a valuable player within investment circles, where his insights into market trends can guide strategic decisions.
Vincent Incerto stands out as a prominent entrepreneur in the technology sector, known for his innovative approach to product development and market entry. His leadership has been pivotal in establishing several successful startups that leverage cutting-edge technologies to address emerging consumer needs. With a strong focus on creating value through disruptive solutions, he possesses significant expertise in navigating competitive landscapes and driving growth initiatives. This multifaceted experience positions him as a valuable player within investment circles, where his insights into market trends can guide strategic decisions.
Investment Philosophy & Strategy
Opportunity arises at the intersection of innovation and market dynamics, a realm where Vincent Incerto excels. His keen ability to identify emerging trends within technology allows for strategic investments that prioritize scalability and value creation. Engaging with startups, his focus lies in fostering breakthrough solutions that resonate with consumers while addressing competitive challenges head-on. This entrepreneurial spirit is not just about starting companies; it emphasizes optimizing their growth potential through operational excellence and strong market positioning. In today's fast-paced environment, aligning investment strategies with transformational ideas becomes essential for enduring success.
Opportunity arises at the intersection of innovation and market dynamics, a realm where Vincent Incerto excels. His keen ability to identify emerging trends within technology allows for strategic investments that prioritize scalability and value creation. Engaging with startups, his focus lies in fostering breakthrough solutions that resonate with consumers while addressing competitive challenges head-on. This entrepreneurial spirit is not just about starting companies; it emphasizes optimizing their growth potential through operational excellence and strong market positioning. In today's fast-paced environment, aligning investment strategies with transformational ideas becomes essential for enduring success.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
50.1%
Gain +1.39%
Monthly
1.09%
Yearly
13.9%
Drawdown
18.84%
$761.36M
Equity
Holdings
$761.36M
Investment
$648.91M
$139.67M
Profit +$6.45M
Realized
$27.22M
Unrealized
$112.45M
Dividends
$28.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.39%
Profit
$6.45M
Win %
73%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$4.29M
Win %
73%
This Month
Compared to last month
Gain
-1.06%
Profit
-$8.14M
Win %
73%
This Year
Compared to last year
Gain
7.79%
Profit
$54.99M
Win %
73%
SGMO Sangamo Therapeutics Inc.
+15.23%
+$190.08 
HAS Hasbro Inc.
+9.85%
+$21,630.22 
MMM 3M Company
+9.45%
+$63,357.49 
MU Micron Technology, Inc.
+8.32%
+$295,055.92 
EGO Eldorado Gold Corporation
+8.19%
+$41,720.33 
AMAT Applied Materials, Inc.
+7.6%
+$51,016.14 
INTC Intel Corporation
+6.84%
+$42,011.29 
MRVL Marvell Technology, Inc.
+5.88%
+$28,821.93 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
+5.69%
+$12,855 
RGTI Rigetti Computing Inc
+5.58%
+$14,268.66 
GLW Corning Incorporated
+5.57%
+$15,421.73 
BAI iShares A.I. Innovation and Tech Active ETF
+5.41%
+$61,168.8 
HUMA Humacyte, Inc.
+5.18%
+$2,367.9 
AMD Advanced Micro Devices, Inc.
+5.12%
+$141,738.39 
MSTR Strategy Inc.
+5.07%
+$21,828.96 
FCX Freeport-McMoRan Inc.
+4.83%
+$80,147.2 
CHAT Roundhill Generative AI & Technology ETF
+4.78%
+$207,997.52 
SLV iShares Silver Trust
+4.56%
+$17,021.33 
CLS Celestica Inc.
+4.56%
+$41,021.28 
SIVR abrdn Physical Silver Shares ETF
+4.53%
+$281,500.92 
WFRD Weatherford International plc
+4.18%
+$16,350 
ANET Arista Networks, Inc.
+3.99%
+$29,411.27 
ORLY O'Reilly Automotive Inc.
+3.85%
+$8,940.75 
ASML ASML Holding N.V. New York Registry Shares
+3.74%
+$26,926.55 
TSLA Tesla, Inc.
+3.69%
+$101,319.11 
SMH VanEck Semiconductor ETF
+3.67%
+$62,113.92 
PAAS Pan American Silver Corp.
+3.65%
+$7,119.42 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+3.59%
+$13,915.12 
SLVP iShares MSCI Global Silver and Metals Miners ETF
+3.49%
+$12,315.61 
GDX VanEck Gold Miners ETF
+3.48%
+$144,946.93 
ARKK ARK Innovation ETF Fund
+3.43%
+$14,944.55 
TPL Texas Pacific Land Corporation
+3.21%
+$11,979.9 
TXN Texas Instruments Inc
+3.16%
+$16,972.2 
VRT Vertiv Holdings Co
+3.16%
+$39,996.32 
MTUM iShares MSCI USA Momentum Factor ETF
+3.14%
+$40,726.5 
AU AngloGold Ashanti plc
+3.12%
+$9,207.9 
NEM Newmont Corporation
+3.07%
+$34,773.34 
ORCL Oracle Corporation
+3.06%
+$24,389.54 
XME SPDR S&P Metals & Mining ETF
+2.97%
+$30,769 
B BARRICK MINING CORP Common Stock (ABR0)
+2.92%
+$41,859.8 
XNTK SPDR NYSE Technology ETF
+2.84%
+$9,617.85 
BITO ProShares Bitcoin ETF
+2.83%
+$8,106.75 
BHP BHP Group Ltd.
+2.79%
+$16,335 
SPMO Invesco S&P 500 Momentum ETF
+2.79%
+$7,272 
BTC Grayscale Bitcoin Mini Trust ETF
+2.73%
+$9,522.83 
SANA Sana Biotechnology, Inc.
+2.71%
+$1,870 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.7%
+$69,165.18 
IBIT iShares Bitcoin Trust
+2.64%
+$6,308.25 
IXN iShares Global Tech ETF
+2.62%
+$12,665.21 
CAT Caterpillar Inc.
+2.59%
+$51,495.1 
QTUM Defiance Quantum ETF
+2.58%
+$26,047.17 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+2.56%
+$9,817.25 
ACH Accendra Health, Inc.
+2.56%
+$5,185 
EEM iShares MSCI Emerging Markets ETF
+2.51%
+$33,885.78 
BMNR Bitmine Immersion Technologies, Inc.
+2.46%
+$31,071.03 
GTBP GT Biopharma, Inc.
+2.46%
+$92.4 
UPS United Parcel Service, Inc.
+2.44%
+$10,769.67 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+2.39%
+$7,830.54 
XLK State Street Technology Select Sector SPDR ETF
+2.34%
+$20,465.61 
NLR VanEck Uranium and Nuclear ETF
+2.34%
+$19,146.18 
DFAE Dimensional Emerging Core Equity Market ETF
+2.3%
+$56,158.86 
AVEM Avantis Emerging Markets Equity ETF
+2.3%
+$9,030.25 
IEMG iShares Core MSCI Emerging Markets ETF
+2.24%
+$44,441.97 
UNH UnitedHealth Group Incorporated
+2.22%
+$91,866.2 
CMI Cummins Inc.
+2.14%
+$6,925.63 
CEG Constellation Energy Corporation
+2.13%
+$37,307.36 
ACES ALPS Clean Energy ETF
+2.12%
+$4,264.65 
VGT Vanguard Information Technology ETF
+1.93%
+$7,063.2 
ETHB iShares Staked Ethereum Trust ETF
+1.9%
+$4,650 
F Ford Motor Company
+1.89%
+$2,726.05 
AEM Agnico Eagle Mines Limited
+1.89%
+$4,943.28 
IDMO Invesco S&P International Developed Momentum ETF
+1.89%
+$10,830.1 
CGNG Capital Group New Geography Equity ETF
+1.85%
+$19,295.9 
VST Vistra Corp
+1.81%
+$10,190.18 
AVGO Broadcom Inc.
+1.77%
+$130,830.9 
FTC First Trust Large Cap Growth Fund
+1.77%
+$16,768.09 
LAES Sealsq Corp
+1.75%
+$1,224 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.74%
+$10,345.86 
HON Honeywell International Inc.
+1.72%
+$2,261.05 
FDT First Trust Developed Markets ex-US Fund
+1.67%
+$11,398.49 
FJP First Trust Japan AlphaDEX Fund
+1.65%
+$5,116.43 
GS The Goldman Sachs Group, Inc.
+1.64%
+$17,846.58 
PPLT abrdn Physical Platinum Shares ETF
+1.62%
+$9,322.45 
VSGX Vanguard ESG International Stock ETF
+1.59%
+$4,691.97 
CGIC Capital Group International Core Equity ETF
+1.55%
+$6,555.81 
XOM Exxon Mobil Corporation
+1.54%
+$56,732.46 
QQQM Invesco NASDAQ 100 ETF
+1.53%
+$7,136.82 
GLDM SPDR Gold MiniShares Trust
+1.52%
+$3,165.53 
IAU iShares Gold Trust
+1.52%
+$131,304.02 
OUNZ VanEck Merk Gold Trust
+1.52%
+$3,379.55 
GLD SPDR Gold Shares
+1.52%
+$27,456.83 
QQQ Invesco QQQ Trust, Series 1
+1.52%
+$83,001.62 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.51%
+$7,515.42 
VWO Vanguard FTSE Emerging Markets ETF
+1.49%
+$18,524.84 
HWM Howmet Aerospace Inc.
+1.48%
+$5,511.8 
SGOL abrdn Physical Gold Shares ETF
+1.48%
+$74,743.29 
FANG Diamondback Energy Inc
+1.47%
+$10,004.82 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.47%
+$17,337.34 
OWL Blue Owl Capital Inc.
+1.44%
+$10,235.83 
RIO Rio Tinto Plc Sponsored ADR
+1.43%
+$9,849.37 
HFGO Hartford Large Cap Growth ETF
+1.43%
+$3,547.8 
JCI Johnson Controls International plc
+1.43%
+$4,855.6 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+1.42%
+$20,090.32 
VEU Vanguard FTSE All-World ex-US ETF
+1.39%
+$234,332.62 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+1.38%
+$4,273.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$6,584.76 
IWY iShares Russell Top 200 Growth ETF
+1.36%
+$48,158.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.33%
+$5,702.9 
CVE Cenovus Energy Inc.
+1.33%
+$2,843.25 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.29%
+$6,781.27 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.27%
+$14,762.93 
FELG Fidelity Enhanced Large Cap Growth ETF
+1.24%
+$13,621.53 
CGGG Capital Group U.S. Large Growth ETF
+1.24%
+$23,121.9 
LLY Eli Lilly and Company
+1.23%
+$18,528.32 
FENI Fidelity Enhanced International ETF
+1.23%
+$5,546.46 
FNDF Schwab Fundamental International Large Company Index ETF
+1.22%
+$6,684.8 
CSQ Calamos Strategic Total Return Fund
+1.21%
+$2,907.66 
IWF iShares Russell 1000 Growth ETF
+1.2%
+$4,095.52 
AZN AstraZeneca PLC American Depositary Shares
+1.19%
+$5,448.8 
BIBL Inspire 100 ETF
+1.17%
+$7,432.96 
CMG Chipotle Mexican Grill, Inc.
+1.16%
+$2,734.66 
EOG EOG Resources, Inc.
+1.16%
+$2,300.92 
EFA iShares MSCI EAFE ETF
+1.16%
+$17,828.58 
QCOM QUALCOMM Incorporated
+1.15%
+$3,532.67 
GARP iShares MSCI USA Quality GARP ETF
+1.15%
+$20,245.76 
BP BP p.l.c. Sponsored ADR
+1.14%
+$3,846.24 
JPM JPMorgan Chase & Co.
+1.11%
+$31,803.75 
PSX Phillips 66
+1.1%
+$2,647.24 
VBK Vanguard Small-Cap Growth ETF
+1.08%
+$6,476.52 
IEFA iShares Core MSCI EAFE ETF
+1.07%
+$5,735.9 
ETN Eaton Corporation plc
+1.07%
+$4,380.09 
NVDA NVIDIA Corporation
+1.06%
+$267,655.65 
CVS CVS Health Corporation
+1.05%
+$5,149.41 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.04%
+$2,506.37 
MSMR M/S Managed Risk ETF
+1.03%
+$5,609.88 
FBT First Trust NYSE Arca Biotechnology Index Fund
+1.02%
+$2,830.65 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1%
+$22,363.93 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.99%
+$20,963.52 
BAC Bank of America Corporation
+0.99%
+$2,843.4 
DFAI Dimensional International Core Equity Market ETF
+0.99%
+$37,183.05 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.98%
+$14,018.4 
TCHP T. Rowe Price Blue Chip Growth ETF
+0.98%
+$22,152.48 
VT Vanguard Total World Stock ETF
+0.96%
+$3,091.6 
FSMD Fidelity Small-Mid Multifactor ETF
+0.95%
+$2,448.96 
RTX RTX Corporation
+0.91%
+$5,594.97 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
+0.91%
+$2,752.48 
SHEL Shell plc
+0.9%
+$4,319.85 
CLSE Convergence Long/Short Equity Fund
+0.88%
+$5,787.9 
HFMF Unlimited HFMF Managed Futures ETF
+0.87%
+$2,826.25 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.86%
+$3,404.51 
XLG Invesco S&P 500 Top 50 ETF
+0.86%
+$21,206.64 
VXF Vanguard Extended Market ETF
+0.85%
+$25,760.24 
COP ConocoPhillips
+0.84%
+$5,068.05 
ABBV AbbVie Inc.
+0.83%
+$17,140.2 
IWM iShares Russell 2000 ETF
+0.82%
+$16,211.69 
VUG Vanguard Growth ETF
+0.77%
+$220,785.84 
CHGX AXS Change Finance ESG ETF
+0.77%
+$9,466.63 
MPC Marathon Petroleum Corporation
+0.76%
+$6,511.2 
CGDV Capital Group Dividend Value ETF
+0.75%
+$13,669.98 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.74%
+$13,136 
FTGS First Trust Growth Strength ETF
+0.71%
+$3,366.82 
MGC Vanguard Mega Cap ETF
+0.7%
+$1,799.3 
MRK Merck & Co., Inc.
+0.7%
+$16,236.81 
GEV GE Vernova Inc.
+0.68%
+$2,106.57 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.67%
+$3,798.01 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.65%
+$2,038.95 
SCHB Schwab U.S. Broad Market ETF
+0.65%
+$5,880.6 
FELC Fidelity Enhanced Large Cap Core ETF
+0.64%
+$11,224.71 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$590,274.36 
IVV iShares Core S&P 500 ETF
+0.64%
+$66,813.64 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.62%
+$1,779.63 
IWB iShares Russell 1000 ETF
+0.62%
+$7,244.46 
PVAL Putnam Focused Large Cap Value ETF
+0.61%
+$4,044.28 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$106,833.86 
BX Blackstone Inc.
+0.6%
+$1,704.56 
JNJ Johnson & Johnson
+0.6%
+$20,495.86 
IJR iShares Core S&P Small-Cap ETF
+0.59%
+$28,338.39 
VOO Vanguard S&P 500 ETF
+0.58%
+$49,688.27 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.58%
+$3,588 
INEQ Columbia International Equity Income ETF
+0.57%
+$2,376.01 
OEF iShares S&P 100 ETF
+0.57%
+$4,422.28 
AFLG First Trust Active Factor Large Cap ETF
+0.56%
+$1,662.57 
FEP First Trust Europe AlphaDEX Fund
+0.54%
+$3,055.89 
QUAL iShares MSCI USA Quality Factor ETF
+0.54%
+$7,535.27 
VB Vanguard Small-Cap ETF
+0.54%
+$2,054.36 
FMF First Trust Managed Futures Strategy Fund
+0.54%
+$3,678.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.54%
+$17,235.57 
HEGD Swan Hedged Equity US Large Cap Fund
+0.53%
+$14,992.32 
ITA iShares U.S. Aerospace & Defense ETF
+0.52%
+$4,360.8 
BLK BlackRock, Inc.
+0.52%
+$1,607.11 
ISMD Inspire Small/Mid Cap ETF
+0.52%
+$1,657.76 
IJH iShares Core S&P Mid-Cap ETF
+0.51%
+$5,964.1 
T AT&T Inc.
+0.5%
+$8,151.22 
VO Vanguard Mid-Cap ETF
+0.5%
+$5,167.01 
IXJ iShares Global Healthcare ETF
+0.49%
+$1,074.72 
RDVY First Trust Rising Dividend Achievers ETF
+0.49%
+$13,456.89 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.48%
+$9,170.67 
BGT BlackRock Floating Rate Income Trust
+0.47%
+$760.45 
WELL Welltower Inc.
+0.47%
+$2,387.4 
VTV Vanguard Value ETF
+0.45%
+$111,729.8 
PWR Quanta Services Inc.
+0.45%
+$1,195.68 
PFE Pfizer Inc.
+0.44%
+$1,457.5 
HPI John Hancock Preferred Income Fund
+0.43%
+$1,285.55 
BUFR FT Vestladder Buffer ETF-USD I
+0.42%
+$5,768.94 
VYM Vanguard High Dividend Yield ETF
+0.42%
+$6,191.47 
BLES Inspire Global Hope ETF
+0.42%
+$1,508.6 
GENZ VanEck Digital Native Economy ETF
+0.42%
+$959.4 
FTLS First Trust Long/Short Equity ETF
+0.41%
+$7,917.71 
HTUS Hull Tactical US ETF
+0.41%
+$1,197.49 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.39%
+$1,055.25 
MDY SPDR S&P MidCap 400 ETF Trust
+0.39%
+$5,199.24 
TMFC Motley Fool 100 Index ETF
+0.38%
+$4,136.85 
AMAX Adaptive Hedged Multi-Asset Income ETF
+0.38%
+$1,110.09 
XLE Energy Select Sector SPDR Fund
+0.36%
+$3,718.89 
FVAL Fidelity Value Factor ETF
+0.33%
+$1,191.58 
ABEV Ambev S.A.
+0.33%
+$551.46 
WWJD Inspire International ETF
+0.32%
+$1,007.5 
AME Ametek Inc.
+0.32%
+$882.08 
YYY Amplify High Income ETF
+0.31%
+$350 
EQWL Invesco S&P 100 Equal Weight ETF
+0.3%
+$920.4 
VHT Vanguard Health Care ETF
+0.3%
+$1,015.2 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.3%
+$705.18 
TBLD Thornburg Income Builder Opportunities Trust
+0.3%
+$772.85 
VUSE Vident U.S. Equity Strategy ETF
+0.29%
+$1,804.18 
FLS Flowserve Corporation
+0.28%
+$1,163.56 
SWAN Amplify BlackSwan Growth & Treasury Core ETF
+0.28%
+$43,347.85 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.28%
+$1,329.48 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.27%
+$1,153 
FDVV Fidelity High Dividend ETF
+0.27%
+$1,612.71 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.26%
+$2,088.81 
MAGS Roundhill Magnificent Seven Fund
+0.26%
+$24,946.95 
VIG Vanguard Dividend Appreciation ETF
+0.23%
+$7,812.75 
AAPL Apple Inc.
+0.23%
+$57,019.96 
IVE ISHARES S&P 500 VALUE ETF
+0.22%
+$7,511.27 
IUSV iShares Core S&P U.S. Value ETF
+0.22%
+$1,279.39 
CDX Simplify High Yield ETF
+0.22%
+$855.54 
DE Deere & Company
+0.21%
+$2,216.72 
CVX Chevron Corporation
+0.19%
+$2,046.18 
UMAR Innovator U.S. Equity Ultra Fund
+0.19%
+$430.32 
MBOX Freedom Day Dividend ETF
+0.18%
+$462.62 
GE General Electric Company
+0.17%
+$484.78 
BMY Bristol-Myers Squibb Company
+0.15%
+$1,756.71 
FXH First Trust Health Care AlphaDEX Fund
+0.15%
+$512.64 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.14%
+$1,427.7 
NBB Nuveen Taxable Municipal Income Fund
+0.13%
+$12,083.26 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.1%
+$302.4 
IWX iShares Russell Top 200 Value ETF
+0.1%
+$282.7 
NSEP Innovator G100 Power Buffer ETF - September
+0.1%
+$353.63 
PFF iShares Preferred and Income Securities ETF
+0.08%
+$330.77 
META Meta Platforms Inc Class A
+0.07%
+$1,039.55 
SCHD Schwab U.S. Dividend Equity ETF
+0.05%
+$4,878.44 
DGRO iShares Core Dividend Growth ETF
+0.05%
+$503.37 
XLF Financial Select Sector SPDR Fund
+0.04%
+$106.58 
BA Boeing Company
+0.03%
+$328.8 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$219.14 
SMB VanEck Short Muni ETF
+0.03%
+$51.59 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$937.07 
BINC iShares Flexible Income Active ETF
+0.01%
+$20.41 
FLDR Fidelity Low Duration Bond ETF
+0.01%
+$50.41 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$63.21 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$27.57 
TT Trane Technologies plc
+0.01%
+$18.18 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
+$9.28 
140501AE7
0%
$0 
758075AF2
0%
$0 
BPRE
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
DIVS SmartETFs Dividend Builder ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FSOL
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
+$0.59 
JUNZ TrueShares Structured Outcome June ETF
0%
$0 
NOVZ TrueShares Structured Outcome November ETF
0%
$0 
RINF ProShares Inflation Expectations ETF
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-2.96%
-$23,268.72 
PANW Palo Alto Networks, Inc.
-2.8%
-$25,958.06 
PGR Progressive Corporation
-2.79%
-$8,954.3 
BR Broadridge Financial Solutions, Inc.
-2.27%
-$4,562.8 
BABA Alibaba Group Holding Limited SP ADR
-1.87%
-$13,293 
CL Colgate-Palmolive Company
-1.85%
-$11,056.92 
TMO Thermo Fisher Scientific Inc.
-1.83%
-$6,188.83 
TMUS T-Mobile US, Inc.
-1.77%
-$7,689.52 
MELI MercadoLibre, Inc.
-1.7%
-$6,921.97 
MO Altria Group, Inc.
-1.57%
-$25,371.78 
OKE ONEOK, Inc.
-1.49%
-$8,745.88 
ALL Allstate Corporation
-1.46%
-$8,029 
WMB The Williams Companies, Inc.
-1.45%
-$4,325.8 
CME CME Group Inc.
-1.41%
-$4,660.95 
WMT Walmart Inc.
-1.34%
-$21,451.5 
ADP Automatic Data Processing Inc.
-1.32%
-$7,128.44 
PG Procter & Gamble Co
-1.3%
-$23,247.02 
PEG Public Service Enterprise Group Incorporated
-1.28%
-$3,250.66 
KMI Kinder Morgan, Inc.
-1.27%
-$2,792.95 
CRM Salesforce Inc
-1.27%
-$4,028.18 
LOW Lowe's Companies Inc.
-1.17%
-$4,591.2 
SO The Southern Company
-1.14%
-$4,243.32 
MCD McDonald's Corporation
-1.13%
-$11,183.1 
HD The Home Depot, Inc.
-1.1%
-$12,246.39 
GOOGL Alphabet Inc
-1.09%
-$56,481.73 
LNG Cheniere Energy Inc.
-1.08%
-$14,811.99 
GOOG Alphabet Inc
-1.06%
-$67,899.7 
AEP American Electric Power Company, Inc.
-1.06%
-$2,429.72 
V Visa Inc. Class A
-1.06%
-$25,622.32 
PM Philip Morris International Inc.
-1%
-$7,619.64 
UNM Unum Group
-0.97%
-$2,803.6 
WTRG Essential Utilities Inc.
-0.96%
-$2,376.14 
COST Costco Wholesale Corporation
-0.96%
-$42,586.81 
LMT Lockheed Martin Corporation
-0.95%
-$5,166.19 
MOAT VanEck Morningstar Wide Moat Fund
-0.93%
-$2,099.79 
MA Mastercard Incorporated
-0.93%
-$7,996.39 
IBM International Business Machines Corporation
-0.92%
-$6,649.56 
NKE Nike, Inc. - Class B
-0.89%
-$4,552.62 
DUK Duke Energy Corporation
-0.88%
-$2,324.34 
AMZN Amazon.com Inc
-0.88%
-$81,334.37 
COF Capital One Financial Corporation
-0.85%
-$3,872.19 
EXC Exelon Corporation
-0.81%
-$6,011.39 
PLTR Palantir Technologies Inc.
-0.8%
-$9,882.09 
ICE Intercontinental Exchange, Inc.
-0.8%
-$2,270.27 
CSX CSX Corporation
-0.76%
-$12,645.26 
TPHD Timothy Plan High Dividend Stock ETF
-0.76%
-$2,878.85 
O Realty Income Corporation
-0.74%
-$2,353.44 
IGV iShares Expanded Tech-Software Sector ETF
-0.73%
-$3,219.8 
HUSV First Trust Horizon Managed Volatility Domestic ETF
-0.72%
-$6,877.49 
FXU First Trust Utilities AlphaDEX Fund
-0.72%
-$1,788.49 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.61%
-$3,429.12 
LGOV First Trust Long Duration Opportunities ETF
-0.59%
-$3,166.87 
FTCB First Trust Core Investment Grade ETF
-0.58%
-$1,442.28 
DFCF Dimensional Core Fixed Income ETF
-0.57%
-$6,646.32 
IHI iShares U.S. Medical Devices ETF
-0.56%
-$1,979.61 
UNP Union Pacific Corporation
-0.55%
-$1,542.24 
MSFT Microsoft Corp.
-0.54%
-$46,308.14 
FVD First Trust Value Line Dividend Index Fund
-0.54%
-$11,075.15 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.53%
-$12,665.81 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.52%
-$2,595.41 
BRK-B Berkshire Hathaway Inc.
-0.51%
-$12,073.15 
PNC The PNC Financial Services Group, Inc.
-0.49%
-$1,375.14 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.48%
-$2,352.42 
AXP American Express Company
-0.47%
-$3,157.95 
LMBS First Trust Low Duration Opportunities ETF
-0.47%
-$3,342.45 
MCK McKesson Corporation
-0.45%
-$973.85 
NEE NextEra Energy, Inc.
-0.45%
-$974.07 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.44%
-$659.95 
DVY iShares Select Dividend ETF
-0.43%
-$945.7 
BSX Boston Scientific Corporation
-0.43%
-$869.25 
SDY SPDR S&P Dividend ETF
-0.39%
-$3,533.11 
FTCS First Trust Capital Strength ETF
-0.38%
-$5,815.66 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.36%
-$1,799.49 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.36%
-$5,976.07 
ABT Abbott Laboratories
-0.34%
-$1,339.8 
PCG PG&E Corporation
-0.34%
-$1,214.16 
AMLP Alerian MLP ETF
-0.3%
-$2,551.23 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.3%
-$454.23 
EDV Vanguard Extended Duration Treasury ETF
-0.3%
-$610.13 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.28%
-$1,128 
ET Energy Transfer L.P.
-0.27%
-$3,615.53 
CB Chubb Limited
-0.26%
-$1,023.98 
IBD Inspire Corporate Bond ETF
-0.25%
-$2,517.6 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.25%
-$11,191.68 
DIS The Walt Disney Company
-0.21%
-$623.4 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.2%
-$864.27 
FCOM Fidelity MSCI Communication Services Index ETF
-0.2%
-$567.42 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$19,466.58 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.19%
-$693.57 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$350.38 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.17%
-$15,929.64 
COWZ Pacer US Cash Cows 100 ETF
-0.17%
-$1,241.35 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.16%
-$585.98 
VLO Valero Energy Corporation
-0.15%
-$502.08 
PEP PepsiCo, Inc.
-0.15%
-$722.2 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.14%
-$323.18 
FBND Fidelity Total Bond ETF
-0.13%
-$1,340.94 
MUB iShares National Muni Bond ETF
-0.12%
-$356.46 
BIT BlackRock Multi-Sector Income Trust
-0.12%
-$166.57 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.11%
-$370.98 
VZ Verizon Communications Inc.
-0.09%
-$730.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$395.24 
KO The Coca-Cola Company
-0.09%
-$541.87 
SKT Tanger Factory Outlet Centers, Inc.
-0.08%
-$221.9 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$6,396.24 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$694.96 
VALE Vale S.A.
-0.07%
-$785.49 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.07%
-$242.82 
FAAR First Trust Alternative Absolute Return Strategy ETF
-0.06%
-$305.96 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$1,294.79 
CMCSA Comcast Corp
-0.06%
-$123.84 
TIP iShares TIPS Bond ETF
-0.06%
-$253.44 
USSH WisdomTree 1-3 Year LADDER USD Treasury Fund
-0.06%
-$133.71 
VGSH Vanguard Short-Term Treasury Fund
-0.06%
-$997.33 
AXON Axon Enterprise, Inc.
-0.05%
-$211.68 
PGX Invesco Preferred ETF
-0.05%
-$58.87 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.04%
-$1,842.87 
VRIG Invesco Variable Rate Investment Grade ETF
-0.04%
-$157.12 
JPIE JPMorgan Income ETF
-0.03%
-$82.95 
PDI Pimco Dynamic Income Fund
-0.03%
-$179.46 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.03%
-$175.17 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$81.67 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$72.94 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.03%
-$270.06 
NFLX Netflix, Inc.
-0.02%
-$151.22 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$48.81 
FTSM First Trust Enhanced Short Maturity Fund
-0.02%
-$400.07 
VNQ Vanguard Real Estate ETF
-0.01%
-$46.5 
BNDX Vanguard Total International Bond ETF
-0.01%
-$312.08 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$33.99 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
-0.01%
-$896.38 
FDN First Trust Dow Jones Internet Index Fund
-0.01%
-$45.28 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$38.54 Events
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Dividends
Dividend Analysis
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| Trades 2958 | Longs Won 2017/2958 68% | Profit Factor 8.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $259,801.28 |
| Average Win $78,515.64 | Best Trade (Jul 22) $9.3M | Sharpe Ratio -9.75 |
| Average Loss -$19,864.9 | Worst Trade (Jul 20) -$2.11M | Z-Score 16.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $47,218.79 |
| 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 | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Vincent Incerto?
The largest contributions to the portfolio's profits come from the following stocks: iShares Short Treasury Bond ETF - $7.71M, VANGUARD TOTAL STOCK MKT ETF - $6.2M, Procter & Gamble Co - $4.23M, NVIDIA Corporation - $2.89M, and iShares Core S&P U.S. Value ETF - $2.42M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares 25+ Year Treasury STRIPS Bond ETF - $437,333.93, Marathon Petroleum Corporation - $346,303.57, Accendra Health, Inc - $315,135, PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $309,620.06, and UnitedHealth Group Incorporated - $304,018.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Vincent Incerto's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.79M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $7.57M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $1.4M, Procter & Gamble Co - $1.21M, VANGUARD TOTAL STOCK MKT ETF - $1.06M, and Vanguard Value ETF - $929,690.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Vincent Incerto's monthly returns?
Vincent Incerto'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 Vincent Incerto's strategy be considered aggressive or moderate?
Vincent Incerto'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 Vincent Incerto's strategy?
Vincent Incerto'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.
