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:
60.92%
Gain -0.99%
Monthly
1.19%
Yearly
15.24%
Drawdown
19.01%
$829.52M
Equity
Holdings
$829.52M
Investment
$697.58M
$164.49M
Profit -$4.7M
Realized
$32.55M
Unrealized
$131.94M
Dividends
$30.31M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.99%
Profit
-$4.7M
Win %
71%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$4.7M
Win %
71%
This Month
Compared to last month
Gain
-1.05%
Profit
-$8.82M
Win %
71%
This Year
Compared to last year
Gain
1.62%
Profit
$13.66M
Win %
71%
GTBP GT Biopharma, Inc.
+39.02%
+$1,478.4 
CRWD CrowdStrike Holdings, Inc.
+14.38%
+$119,871.32 
PANW Palo Alto Networks, Inc.
+14.16%
+$96,142.01 
RXRX Recursion Pharmaceuticals, Inc.
+6.56%
+$14,280 
IGV iShares Expanded Tech-Software Sector ETF
+5.2%
+$25,000.8 
CRM Salesforce Inc
+4.5%
+$19,637.49 
MSTR Strategy Inc.
+4.25%
+$69,619.43 
PLTR Palantir Technologies Inc.
+4.14%
+$53,915.4 
NFLX Netflix, Inc.
+3.87%
+$30,213.56 
SANA Sana Biotechnology, Inc.
+3.35%
+$2,310 
ADP Automatic Data Processing Inc.
+3.1%
+$19,167.31 
GOOGL Alphabet Inc
+3.09%
+$149,121.5 
APP AppLovin Corporation Class A Common Stock
+2.97%
+$7,215.01 
GOOG Alphabet Inc
+2.97%
+$179,937.18 
BMNR Bitmine Immersion Technologies, Inc.
+2.96%
+$93,079.42 
META Meta Platforms Inc Class A
+2.85%
+$46,327.88 
IBM International Business Machines Corporation
+2.73%
+$22,230.75 
CMG Chipotle Mexican Grill, Inc.
+2.57%
+$6,452.34 
BITO ProShares Bitcoin ETF
+2.56%
+$8,740.5 
AXON Axon Enterprise, Inc.
+2.51%
+$12,907.33 
IBIT iShares Bitcoin Trust
+2.42%
+$12,041.6 
FCOM Fidelity MSCI Communication Services Index ETF
+2.41%
+$6,494.1 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.39%
+$56,272.72 
ISRG Intuitive Surgical, Inc.
+2.39%
+$7,726.26 
MO Altria Group, Inc.
+2.3%
+$34,039.46 
MSFT Microsoft Corp.
+2.3%
+$243,349.92 
WMT Walmart Inc.
+2.27%
+$34,323.76 
IONQ IonQ, Inc.
+2.18%
+$4,497.6 
DIS The Walt Disney Company
+2.14%
+$7,029.24 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$10,449.6 
LLY Eli Lilly and Company
+2.07%
+$43,600.14 
UPS United Parcel Service, Inc.
+2.05%
+$8,062.84 
MCD McDonald's Corporation
+2.02%
+$18,207 
T AT&T Inc.
+2%
+$46,716.37 
IHI iShares U.S. Medical Devices ETF
+1.86%
+$6,564.91 
PM Philip Morris International Inc.
+1.81%
+$13,524.01 
CME CME Group Inc.
+1.73%
+$4,417.39 
ALL Allstate Corporation
+1.72%
+$16,719.58 
ABBV AbbVie Inc.
+1.7%
+$35,967.6 
CL Colgate-Palmolive Company
+1.66%
+$9,349.92 
DHR Danaher Corporation
+1.61%
+$14,438.48 
COST Costco Wholesale Corporation
+1.61%
+$68,944.76 
ORLY O'Reilly Automotive Inc.
+1.56%
+$3,713.97 
ARKK ARK Innovation ETF Fund
+1.55%
+$8,715.2 
IXJ iShares Global Healthcare ETF
+1.54%
+$3,498.75 
PGR Progressive Corporation
+1.43%
+$4,708.08 
VZ Verizon Communications Inc.
+1.43%
+$12,636.75 
GENZ VanEck Digital Native Economy ETF
+1.38%
+$3,150 
VHT Vanguard Health Care ETF
+1.37%
+$4,809.55 
FDN First Trust Dow Jones Internet Index Fund
+1.36%
+$11,668.17 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.35%
+$6,222.71 
MOAT VanEck Morningstar Wide Moat Fund
+1.33%
+$2,880 
UNH UnitedHealth Group Incorporated
+1.31%
+$21,689.1 
FXH First Trust Health Care AlphaDEX Fund
+1.3%
+$4,756.76 
WTRG Essential Utilities Inc.
+1.28%
+$3,329.55 
DHI D.R. Horton, Inc.
+1.28%
+$2,529.12 
BSOL Bitwise Solana Staking Exchange Traded Product
+1.21%
+$11,056.5 
LMT Lockheed Martin Corporation
+1.17%
+$6,664.68 
CVS CVS Health Corporation
+1.12%
+$4,810.28 
KO The Coca-Cola Company
+1.11%
+$7,607.74 
LOW Lowe's Companies Inc.
+1.09%
+$4,007.58 
V Visa Inc. Class A
+1.06%
+$27,408.84 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$26,009.48 
AWK American Water Works Company, Inc.
+1.04%
+$3,226.08 
HD The Home Depot, Inc.
+1.01%
+$10,518.05 
ABT Abbott Laboratories
+0.94%
+$3,467.52 
COWZ Pacer US Cash Cows 100 ETF
+0.93%
+$7,194.2 
CB Chubb Limited
+0.9%
+$3,360.27 
AXP American Express Company
+0.89%
+$5,443.99 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.88%
+$2,605.9 
FTCS First Trust Capital Strength ETF
+0.86%
+$13,218.24 
ABEV Ambev S.A.
+0.83%
+$1,100.03 
BMY Bristol-Myers Squibb Company
+0.79%
+$9,688 
DE Deere & Company
+0.74%
+$9,184.23 
NKE Nike, Inc. - Class B
+0.65%
+$2,489.28 
SDY SPDR S&P Dividend ETF
+0.64%
+$5,833.94 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$61,631.64 
MA Mastercard Incorporated
+0.6%
+$5,486.85 
BME BlackRock Health Sciences Opportunities Portfolio
+0.6%
+$1,635.58 
JNJ Johnson & Johnson
+0.59%
+$20,715.37 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.57%
+$2,828.32 
AAPL Apple Inc.
+0.55%
+$141,256.64 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.55%
+$2,753.1 
PG Procter & Gamble Co
+0.53%
+$9,206.12 
MAGS Roundhill Magnificent Seven Fund
+0.52%
+$52,125.29 
MRK Merck & Co., Inc.
+0.52%
+$14,195.44 
HUSV First Trust Horizon Managed Volatility Domestic ETF
+0.4%
+$3,829.61 
FYC First Trust Small Cap Growth Fund
+0.39%
+$920 
SBUX Starbucks Corporation
+0.39%
+$3,082.94 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.37%
+$2,767.96 
BROS Dutch Bros Inc.
+0.36%
+$489.6 
TMO Thermo Fisher Scientific Inc.
+0.36%
+$1,823.79 
MELI MercadoLibre, Inc.
+0.34%
+$1,300.88 
KRE SPDR S&P Regional Banking ETF
+0.28%
+$568.47 
FVD First Trust Value Line Dividend Index Fund
+0.28%
+$5,558.22 
TMUS T-Mobile US, Inc.
+0.27%
+$1,600.83 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.23%
+$3,899.17 
DIVS SmartETFs Dividend Builder ETF
+0.22%
+$622.5 
HFMF Unlimited HFMF Managed Futures ETF
+0.22%
+$1,280.08 
ETHB iShares Staked Ethereum Trust ETF
+0.18%
+$900 
BABA Alibaba Group Holding Limited SP ADR
+0.18%
+$1,168.44 
UNP Union Pacific Corporation
+0.18%
+$477.51 
FAAR First Trust Alternative Absolute Return Strategy ETF
+0.17%
+$853.26 
CHGX AXS Change Finance ESG ETF
+0.16%
+$2,120.51 
EQWL Invesco S&P 100 Equal Weight ETF
+0.16%
+$473.04 
MBOX Freedom Day Dividend ETF
+0.15%
+$384.59 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.13%
+$1,459.56 
UFPT UFP Technologies Inc.
+0.12%
+$323.25 
FVAL Fidelity Value Factor ETF
+0.09%
+$300.52 
FANG Diamondback Energy Inc
+0.08%
+$587.69 
SKT Tanger Factory Outlet Centers, Inc.
+0.08%
+$190.98 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$1,701.54 
VRIG Invesco Variable Rate Investment Grade ETF
+0.08%
+$278.5 
XOVR ERShares Private-Public Crossover ETF
+0.07%
+$240.03 
TMFC Motley Fool 100 Index ETF
+0.07%
+$786.61 
PEP PepsiCo, Inc.
+0.07%
+$322.25 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.06%
+$2,833.35 
FLDR Fidelity Low Duration Bond ETF
+0.06%
+$307.71 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$521.22 
RGTI Rigetti Computing Inc
+0.05%
+$143.58 
IWX iShares Russell Top 200 Value ETF
+0.05%
+$128.26 
TIP iShares TIPS Bond ETF
+0.05%
+$231.95 
VUSE Vident U.S. Equity Strategy ETF
+0.04%
+$278.05 
PFE Pfizer Inc.
+0.04%
+$140.76 
ICE Intercontinental Exchange, Inc.
+0.04%
+$145.56 
RINF ProShares Inflation Expectations ETF
+0.03%
+$97.54 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$215.31 
PVAL Putnam Focused Large Cap Value ETF
+0.03%
+$184.71 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.03%
+$92.75 
PAAA PGIM AAA CLO ETF
+0.03%
+$76.09 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$202.87 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.01%
+$35.93 
SHV iShares Short Treasury Bond ETF
+0.01%
+$4,149.03 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$19.75 
UNM Unum Group
+0.01%
+$17.66 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$564.79 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$470.94 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$29.93 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$33.12 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
+$3.98 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
LGOV First Trust Long Duration Opportunities ETF
0%
$0 
PSC Principal U.S. Small-Cap ETF
0%
$0 
SMB VanEck Short Muni ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 7580
758075AF2
0%
$0 BPRE
BPRE
0%
$0 1405
140501AE7
0%
$0 
MSBT Morgan Stanley Bitcoin Trust
0%
$0 
GLW Corning Incorporated
-14.09%
-$55,083.98 
ARM Arm Holdings plc American Depositary Receipt
-8.93%
-$24,548.71 
GEV GE Vernova Inc.
-8.6%
-$26,597.44 
CIEN Ciena Corporation
-8.6%
-$17,609.31 
CLS Celestica Inc.
-8.53%
-$88,147.89 
LRCX Lam Research Corporation
-7.87%
-$20,832.48 
AESI Atlas Energy Solutions Inc.
-7.56%
-$38,121.96 
ETN Eaton Corporation plc
-7.51%
-$34,905.78 
VRT Vertiv Holdings Co
-7.17%
-$48,897.69 
ASML ASML Holding N.V. New York Registry Shares
-6.88%
-$44,048.7 
KEYS Keysight Technologies, Inc.
-6.87%
-$13,426.79 
CEG Constellation Energy Corporation
-6.71%
-$194,890.16 
AMAT Applied Materials, Inc.
-6.61%
-$32,583.59 
MRVL Marvell Technology, Inc.
-6.59%
-$52,595.49 
POWL Powell Industries Inc.
-6.13%
-$13,142.93 
EGO Eldorado Gold Corporation
-5.9%
-$37,706.7 
JCI Johnson Controls International plc
-5.83%
-$20,772.9 
WFRD Weatherford International plc
-5.41%
-$24,385.37 
ANET Arista Networks, Inc.
-5.4%
-$59,969.14 
BAC Bank of America Corporation
-5.36%
-$16,672.32 
INTC Intel Corporation
-5.32%
-$34,602 
DELL Dell Technologies Inc.
-5.15%
-$22,951.18 
VST Vistra Corp
-5%
-$29,078.98 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
-4.97%
-$16,167.33 
AVGO Broadcom Inc.
-4.83%
-$325,023.46 
MU Micron Technology, Inc.
-4.82%
-$197,159.98 
NXPI NXP Semiconductors N.V.
-4.79%
-$11,069.41 
PWR Quanta Services Inc.
-4.57%
-$13,778.89 
SMH VanEck Semiconductor ETF
-4.52%
-$108,702.01 
SNDK SanDisk Corporation
-4.39%
-$9,536.1 
ORCL Oracle Corporation
-4.38%
-$50,073.8 
CHAT Roundhill Generative AI & Technology ETF
-4.22%
-$244,279.68 
CAT Caterpillar Inc.
-4.17%
-$77,133.3 
GS The Goldman Sachs Group, Inc.
-3.97%
-$38,939.63 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-3.9%
-$19,500.17 
AMD Advanced Micro Devices, Inc.
-3.87%
-$111,228.66 
FLS Flowserve Corporation
-3.79%
-$17,825.22 
TT Trane Technologies plc
-3.77%
-$10,285.38 
WDC Western Digital Corporation
-3.72%
-$6,814.2 
VALE Vale S.A.
-3.68%
-$47,348 
BAI iShares A.I. Innovation and Tech Active ETF
-3.66%
-$63,967.72 
CDNS Cadence Design Systems, Inc.
-3.46%
-$5,490 
HPQ HP Inc.
-3.34%
-$65,119.31 
AME Ametek Inc.
-3.26%
-$9,392.96 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.24%
-$16,770 
GDX VanEck Gold Miners ETF
-3.1%
-$176,828.35 
NLR VanEck Uranium and Nuclear ETF
-3.03%
-$26,990.67 
QTUM Defiance Quantum ETF
-2.94%
-$33,656.7 
LAES Sealsq Corp
-2.94%
-$2,114 
NEM Newmont Corporation
-2.92%
-$50,031.4 
B BARRICK MINING CORP Common Stock (ABR0)
-2.88%
-$55,823.04 
NVDA NVIDIA Corporation
-2.84%
-$766,769.23 
CMI Cummins Inc.
-2.84%
-$6,450.48 
XME SPDR S&P Metals & Mining ETF
-2.74%
-$33,317.43 
BHP BHP Group Ltd.
-2.59%
-$16,373.56 
SPMO Invesco S&P 500 Momentum ETF
-2.58%
-$8,446.02 
EEM iShares MSCI Emerging Markets ETF
-2.51%
-$34,516.8 
IEMG iShares Core MSCI Emerging Markets ETF
-2.37%
-$5,211.64 
VLO Valero Energy Corporation
-2.31%
-$15,197.51 
FCX Freeport-McMoRan Inc.
-2.29%
-$46,820.12 
PDI Pimco Dynamic Income Fund
-2.2%
-$11,458.2 
IXN iShares Global Tech ETF
-2.2%
-$11,138.69 
DFAE Dimensional Emerging Core Equity Market ETF
-2.17%
-$53,464.98 
MTUM iShares MSCI USA Momentum Factor ETF
-2.14%
-$42,645.87 
AVEM Avantis Emerging Markets Equity ETF
-2.12%
-$81,028.35 
PPLT abrdn Physical Platinum Shares ETF
-2.09%
-$13,140.07 
RIO Rio Tinto Plc Sponsored ADR
-2.03%
-$14,057.75 
PEG Public Service Enterprise Group Incorporated
-2.02%
-$4,685.14 
GE General Electric Company
-2.01%
-$7,367.6 
BIBL Inspire 100 ETF
-1.96%
-$12,362.42 
HPI John Hancock Preferred Income Fund
-1.89%
-$4,748.95 
CGNG Capital Group New Geography Equity ETF
-1.88%
-$20,391.3 
TXN Texas Instruments Inc
-1.84%
-$9,746.64 
FTC First Trust Large Cap Growth Fund
-1.73%
-$16,245.08 
JPM JPMorgan Chase & Co.
-1.73%
-$51,442.24 
FDT First Trust Developed Markets ex-US Fund
-1.72%
-$16,830.01 
SLV iShares Silver Trust
-1.72%
-$7,460 
MMM 3M Company
-1.7%
-$11,869.44 
CSCO Cisco Systems, Inc.
-1.69%
-$4,067.9 
SIVR abrdn Physical Silver Shares ETF
-1.68%
-$120,889.04 
CSQ Calamos Strategic Total Return Fund
-1.68%
-$4,362.4 
OWL Blue Owl Capital Inc.
-1.66%
-$13,096.65 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.65%
-$7,869.4 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.64%
-$5,345.1 
XNTK SPDR NYSE Technology ETF
-1.62%
-$5,014.57 
PCG PG&E Corporation
-1.56%
-$2,739.1 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.52%
-$21,411.48 
ACES ALPS Clean Energy ETF
-1.5%
-$3,605.84 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$16,022.97 
LNG Cheniere Energy Inc.
-1.48%
-$12,269.36 
IDMO Invesco S&P International Developed Momentum ETF
-1.44%
-$8,871.72 
TSLA Tesla, Inc.
-1.44%
-$35,579.25 
WMB The Williams Companies, Inc.
-1.43%
-$4,186 
SGOL abrdn Physical Gold Shares ETF
-1.39%
-$79,582.87 
TPL Texas Pacific Land Corporation
-1.38%
-$4,696.1 
OUNZ VanEck Merk Gold Trust
-1.38%
-$4,011.78 
GLD SPDR Gold Shares
-1.35%
-$26,561.01 
FEP First Trust Europe AlphaDEX Fund
-1.32%
-$7,702.42 
GLDM SPDR Gold MiniShares Trust
-1.31%
-$3,583.23 
RTX RTX Corporation
-1.31%
-$8,314.35 
IAU iShares Gold Trust
-1.3%
-$164,628.77 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.29%
-$7,911.54 
VGT Vanguard Information Technology ETF
-1.25%
-$6,431.09 
BLK BlackRock, Inc.
-1.24%
-$4,079.69 
AMZN Amazon.com Inc
-1.24%
-$118,884.3 
HFGO Hartford Large Cap Growth ETF
-1.22%
-$3,153.6 
TBLD Thornburg Income Builder Opportunities Trust
-1.22%
-$3,173.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$6,043.44 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$14,980.03 
XLE Energy Select Sector SPDR Fund
-1.15%
-$13,055.25 
YYY Amplify High Income ETF
-1.14%
-$1,250 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$201,636.79 
FMF First Trust Managed Futures Strategy Fund
-1.12%
-$7,941.96 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.12%
-$16,320.33 
BLCR iShares Large Cap Core ACT ETF
-1.12%
-$10,474.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$5,347.61 
GARP iShares MSCI USA Quality GARP ETF
-1.08%
-$20,320.08 
RKLB Rocket Lab Corporation
-1.04%
-$1,737.71 
VSGX Vanguard ESG International Stock ETF
-1.04%
-$3,286.92 
CGIC Capital Group International Core Equity ETF
-1.02%
-$4,833 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$12,177.13 
CVX Chevron Corporation
-0.98%
-$13,219.49 
HWM Howmet Aerospace Inc.
-0.91%
-$2,793.44 
EXC Exelon Corporation
-0.9%
-$10,049.91 
CGGE Capital Group Global Equity ETF
-0.9%
-$2,945.25 
FXU First Trust Utilities AlphaDEX Fund
-0.88%
-$2,061.89 
XOM Exxon Mobil Corporation
-0.88%
-$36,231.61 
FJP First Trust Japan AlphaDEX Fund
-0.87%
-$2,895.39 
QCOM QUALCOMM Incorporated
-0.87%
-$3,136.3 
AEP American Electric Power Company, Inc.
-0.85%
-$1,836.45 
MDY SPDR S&P MidCap 400 ETF Trust
-0.83%
-$10,769.55 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$38,028.53 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.82%
-$2,691.73 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.82%
-$1,649.23 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-0.81%
-$2,604.26 
CGGG Capital Group U.S. Large Growth ETF
-0.81%
-$15,708.08 
FNDF Schwab Fundamental International Large Company Index ETF
-0.8%
-$4,668.49 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.78%
-$20,527.5 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$2,098.02 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$22,241.02 
WWJD Inspire International ETF
-0.74%
-$2,530.2 
AMLP Alerian MLP ETF
-0.73%
-$6,523.51 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$10,907.92 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$3,898.3 
COP ConocoPhillips
-0.7%
-$4,942.13 
NEE NextEra Energy, Inc.
-0.67%
-$1,400.3 
EFA iShares MSCI EAFE ETF
-0.65%
-$10,452.8 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$1,855.53 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.65%
-$15,148.58 
IWY iShares Russell Top 200 Growth ETF
-0.64%
-$23,315.38 
COF Capital One Financial Corporation
-0.6%
-$1,346.94 
FSMD Fidelity Small-Mid Multifactor ETF
-0.6%
-$1,559.46 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$3,277.01 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$22,072.78 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.56%
-$3,230.56 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$31,995 
FENI Fidelity Enhanced International ETF
-0.55%
-$2,057.18 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$7,953.93 
RDVY First Trust Rising Dividend Achievers ETF
-0.54%
-$6,009.52 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$25,581.6 
BP BP p.l.c. Sponsored ADR
-0.53%
-$1,933.28 
CGDV Capital Group Dividend Value ETF
-0.53%
-$9,397.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$11,722.74 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.52%
-$3,151 
VNQ Vanguard Real Estate ETF
-0.52%
-$1,700.79 
XLG Invesco S&P 500 Top 50 ETF
-0.52%
-$14,765.73 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$2,473.5 
F Ford Motor Company
-0.5%
-$710.15 
ES Eversource Energy
-0.5%
-$1,040.06 
VBK Vanguard Small-Cap Growth ETF
-0.49%
-$2,468.26 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$1,425.51 
SHEL Shell plc
-0.47%
-$2,334.5 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.47%
-$20,217.4 
BIT BlackRock Multi-Sector Income Trust
-0.47%
-$610.83 
ET Energy Transfer L.P.
-0.46%
-$6,576.2 
NBB Nuveen Taxable Municipal Income Fund
-0.46%
-$43,685.67 
VTV Vanguard Value ETF
-0.46%
-$119,432.62 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.46%
-$1,187.18 
BGT BlackRock Floating Rate Income Trust
-0.46%
-$560.9 
FELC Fidelity Enhanced Large Cap Core ETF
-0.45%
-$8,084.9 
XLF Financial Select Sector SPDR Fund
-0.45%
-$1,356.35 
VO Vanguard Mid-Cap ETF
-0.43%
-$4,631.55 
DUK Duke Energy Corporation
-0.43%
-$1,014.9 
SO The Southern Company
-0.42%
-$1,512.19 
FDVV Fidelity High Dividend ETF
-0.42%
-$15,554.44 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.41%
-$1,656.9 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.41%
-$7,111.65 
NSEP Innovator G100 Power Buffer ETF - September
-0.38%
-$1,299.96 
O Realty Income Corporation
-0.36%
-$1,224.05 
CDX Simplify High Yield ETF
-0.36%
-$1,300.03 
GSWO Goldman Sachs ActiveBeta World Equity ETF
-0.36%
-$771.5 
SCHB Schwab U.S. Broad Market ETF
-0.36%
-$3,337.74 
ISMD Inspire Small/Mid Cap ETF
-0.35%
-$1,131.86 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$804.2 
MGC Vanguard Mega Cap ETF
-0.35%
-$904.8 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.34%
-$1,084.91 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$11,211.86 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$68,410.75 
IVV iShares Core S&P 500 ETF
-0.33%
-$36,139.24 
WELL Welltower Inc.
-0.33%
-$1,282.32 
VOO Vanguard S&P 500 ETF
-0.33%
-$27,870.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$11,473 
INEQ Columbia International Equity Income ETF
-0.33%
-$6,067.46 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.32%
-$829.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$305,550.41 
MPC Marathon Petroleum Corporation
-0.32%
-$3,229.58 
IWB iShares Russell 1000 ETF
-0.32%
-$5,660.16 
CSX CSX Corporation
-0.32%
-$5,149.87 
HEGD Swan Hedged Equity US Large Cap Fund
-0.32%
-$9,142.68 
VB Vanguard Small-Cap ETF
-0.31%
-$1,352.08 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.31%
-$4,477.31 
OEF iShares S&P 100 ETF
-0.3%
-$2,414.52 
SWAN Amplify BlackSwan Growth & Treasury Core ETF
-0.29%
-$47,011.21 
VXF Vanguard Extended Market ETF
-0.28%
-$8,626.5 
AMAX Adaptive Hedged Multi-Asset Income ETF
-0.26%
-$761.3 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.26%
-$999.31 
TPHD Timothy Plan High Dividend Stock ETF
-0.25%
-$977.55 
HUMA Humacyte, Inc.
-0.23%
-$148.03 
AFLG First Trust Active Factor Large Cap ETF
-0.22%
-$665.2 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.22%
-$479.65 
BLES Inspire Global Hope ETF
-0.21%
-$765.72 
BA Boeing Company
-0.19%
-$2,066 
IWM iShares Russell 2000 ETF
-0.18%
-$3,816.76 
FTGS First Trust Growth Strength ETF
-0.18%
-$872.55 
BX Blackstone Inc.
-0.17%
-$505.32 
VUG Vanguard Growth ETF
-0.17%
-$47,677.15 
OKE ONEOK, Inc.
-0.17%
-$1,007.36 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$2,972.63 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.15%
-$738.67 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.15%
-$697.97 
BINC iShares Flexible Income Active ETF
-0.15%
-$1,157.62 
IUSV iShares Core S&P U.S. Value ETF
-0.14%
-$811.12 
HTUS Hull Tactical US ETF
-0.13%
-$397.74 
JPIE JPMorgan Income ETF
-0.13%
-$399.84 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.13%
-$332.28 
FTLS First Trust Long/Short Equity ETF
-0.13%
-$2,515.2 
RWLC Rayliant Wilshire NxtGen US Large Cap Equity ETF
-0.13%
-$293.5 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.13%
-$1,315.22 
UMAR Innovator U.S. Equity Ultra Fund
-0.12%
-$268.95 
TYG Tortoise Energy Infrastructure Total Return Fund
-0.11%
-$1,227.25 
FTCB First Trust Core Investment Grade ETF
-0.1%
-$287.92 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$5,964.85 
JUNZ TrueShares Structured Outcome June ETF
-0.09%
-$361.94 
IBD Inspire Corporate Bond ETF
-0.09%
-$954.2 
BNDX Vanguard Total International Bond ETF
-0.09%
-$2,385.68 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.08%
-$392.01 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$1,891.25 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.08%
-$440.96 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$682.71 
LMBS First Trust Low Duration Opportunities ETF
-0.07%
-$475.58 
BUFR FT Vestladder Buffer ETF-USD I
-0.07%
-$940.57 
PECO Phillips Edison & Company, Inc.
-0.07%
-$125.35 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$1,291.69 
MSMR M/S Managed Risk ETF
-0.06%
-$316.78 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
-0.06%
-$171.98 
MUB iShares National Muni Bond ETF
-0.05%
-$150.81 
DVY iShares Select Dividend ETF
-0.04%
-$94.99 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$82.6 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$3,360.26 
USSH WisdomTree 1-3 Year LADDER USD Treasury Fund
-0.03%
-$67.28 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.03%
-$2,734.74 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$301.42 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$700.5 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$72.94 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$2,208.64 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$59.73 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.02%
-$59.7 
KMI Kinder Morgan, Inc.
-0.02%
-$33.66 
CLSE Convergence Long/Short Equity Fund
-0.01%
-$105.53 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.01%
-$29.88 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$158.39 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.01%
-$39.86 
FBND Fidelity Total Bond ETF
-0.01%
-$235.31 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$77.71 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$108.03 
NOVZ TrueShares Structured Outcome November ETF
0%
-$1.54 Events
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Dividends
Dividend Analysis
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| Trades 3367 | Longs Won 2317/3367 68% | Profit Factor 8.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $282,324.61 |
| Average Win $80,197.32 | Best Trade (Aug 14) $12.44M | Sharpe Ratio -9.76 |
| Average Loss -$20,307.79 | Worst Trade (Sep 14) -$1.37M | Z-Score 18.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $48,854.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 1405 140501AE7 | 15,000 | $14 | $14 | - | - | - | 0.0 |
| 7580 758075AF2 | 40,000 | $40.4 | $40.4 | - | - | - | 0.0 |
| AAPL Apple Inc. | 77,189 | $17.75M | $25.79M | - | $8.04M | 45.27% | +0.551% |
| ABBV AbbVie Inc. | 8,240 | $1.45M | $2.15M | - | $700,299.23 | 48.15% | +1.698% |
| ABEV Ambev S.A. | 44,001 | $98,190.63 | $133,983.04 | - | $35,792.41 | 36.45% | +0.828% |
| ABT Abbott Laboratories | 3,612 | $386,849.39 | $371,710.92 | - | -$15,138.47 | -3.91% | +0.942% |
| ACES ALPS Clean Energy ETF | 8,103 | $268,072.11 | $236,810.17 | - | -$31,261.94 | -11.66% | -1.5% |
| ADP Automatic Data Processing Inc. | 2,301 | $666,789.87 | $636,433.59 | - | -$30,356.28 | -4.55% | +3.105% |
| AEP American Electric Power Company, Inc. | 1,749 | $196,786.81 | $213,867.72 | - | $17,080.91 | 8.68% | -0.851% |
| AESI Atlas Energy Solutions Inc. | 35,628 | $596,056.44 | $466,370.52 | - | -$129,685.92 | -21.76% | -7.556% |
| AFLG First Trust Active Factor Large Cap ETF | 6,652 | $245,114.12 | $296,546.16 | - | $51,432.04 | 20.98% | -0.224% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,065 | $204,594.85 | $198,116.1 | - | -$6,478.75 | -3.17% | -0.042% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 34,748 | $885,658.5 | $893,197.34 | - | $7,538.84 | 0.85% | +0.058% |
| ALL Allstate Corporation | 3,826 | $758,297.92 | $987,414.08 | - | $229,116.16 | 30.21% | +1.722% |
| AMAT Applied Materials, Inc. | 1,080 | $208,679.76 | $460,425.6 | - | $251,745.84 | 120.64% | -6.609% |
| AMAX Adaptive Hedged Multi-Asset Income ETF | 38,065 | $300,713.5 | $287,390.75 | - | -$13,322.75 | -4.43% | -0.264% |
| AMD Advanced Micro Devices, Inc. | 5,567 | $847,181.73 | $2.76M | - | $1.91M | 226.03% | -3.871% |
| AME Ametek Inc. | 1,192 | $215,704.33 | $278,916.08 | - | $63,211.75 | 29.3% | -3.258% |
| AMLP Alerian MLP ETF | 15,911 | $757,203.95 | $883,060.5 | - | $125,856.55 | 16.62% | -0.733% |
| AMZN Amazon.com Inc | 37,385 | $6.7M | $9.48M | - | $2.78M | 41.58% | -1.238% |
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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 - $8M, VANGUARD TOTAL STOCK MKT ETF - $6.13M, Procter & Gamble Co - $4.24M, NVIDIA Corporation - $2.95M, and iShares Core S&P U.S. Value ETF - $2.41M. 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 - $334,551.67, PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $290,340.74, abrdn Physical Precious Metals Basket Shares ETF - $252,464.87, and Accendra Health, Inc - $245,595. 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 $30.31M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $7.86M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $1.48M, Procter & Gamble Co - $1.22M, VANGUARD TOTAL STOCK MKT ETF - $989,097.59, and Vanguard Value ETF - $915,086.5. 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.
