Neisy Arnez Portfolio
Invests via Drucker Wealth 3.0, LLC | Managed by Neisy S. Arnez
Invests via Drucker Wealth 3.0, LLC
Managed by Neisy S. Arnez
Automatically Tracked
Neisy Arnez Profile
Operator-investor focused on early-stage technology companies across fintech and consumer internet, active in seed and pre-seed financings. Neisy Arnez brings hands-on product and go-to-market experience, serves as advisor to startups, and sources deals through a network of founders and operators. Capital deployment emphasizes founder-led teams, rapid unit-economics improvement, and scalable customer acquisition.
Operator-investor focused on early-stage technology companies across fintech and consumer internet, active in seed and pre-seed financings. Neisy Arnez brings hands-on product and go-to-market experience, serves as advisor to startups, and sources deals through a network of founders and operators. Capital deployment emphasizes founder-led teams, rapid unit-economics improvement, and scalable customer acquisition.
Investment Philosophy & Strategy
Operator-investor perspective prioritizing seed and pre-seed technology opportunities in fintech and consumer internet, with capital allocated to founder-led teams demonstrating product-market fit velocity and measurable unit-economics improvement. Strategy blends hands-on product and go-to-market support with network-driven sourcing and concentrated, stage-focused bets. Underwriting emphasizes scalable customer acquisition, early defensibility (network effects or data flywheels), clear monetization paths, and milestones that de-risk follow-on rounds. Time horizon is growth-oriented with staged capital tied to operational KPIs and strong founder alignment.
Operator-investor perspective prioritizing seed and pre-seed technology opportunities in fintech and consumer internet, with capital allocated to founder-led teams demonstrating product-market fit velocity and measurable unit-economics improvement. Strategy blends hands-on product and go-to-market support with network-driven sourcing and concentrated, stage-focused bets. Underwriting emphasizes scalable customer acquisition, early defensibility (network effects or data flywheels), clear monetization paths, and milestones that de-risk follow-on rounds. Time horizon is growth-oriented with staged capital tied to operational KPIs and strong founder alignment.
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:
42.75%
Gain -0.22%
Monthly
1.3%
Yearly
16.77%
Drawdown
15.53%
$642.76M
Equity
Holdings
$642.76M
Investment
$508.46M
$160.15M
Profit -$1.01M
Realized
$25.85M
Unrealized
$134.3M
Dividends
$25M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$1.01M
Win %
70%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$1.39M
Win %
70%
This Month
Compared to last month
Gain
1.64%
Profit
$10.36M
Win %
70%
This Year
Compared to last year
Gain
1.98%
Profit
$12.7M
Win %
70%
HONA Honeywell Aerospace Inc.
+3.77%
+$13,053.06 
VSNT Versant Media Group, Inc.
+2.85%
+$21,224.72 
KMI Kinder Morgan, Inc.
+2.82%
+$63,515.12 
TTE TotalEnergies SE
+2.75%
+$12,407.58 
SLB Schlumberger Limited
+2.64%
+$5,580.68 
SWKS Skyworks Solutions Inc.
+2.49%
+$15,982.63 
COP ConocoPhillips
+2.46%
+$17,855.93 
DTM Dt Midstream Inc.
+2.43%
+$31,561.9 
EOG EOG Resources, Inc.
+2.4%
+$8,923.08 
F Ford Motor Company
+2.4%
+$2,983.63 
LMT Lockheed Martin Corporation
+2.38%
+$6,809.16 
NOC Northrop Grumman Corporation
+2.32%
+$6,771.37 
RTX RTX Corporation
+2.3%
+$13,355.8 
SLDE Slide Insurance Holdings, Inc.
+2.2%
+$11,863.7 
PM Philip Morris International Inc.
+2.12%
+$128,282.69 
PEP PepsiCo, Inc.
+2.07%
+$30,657.28 
UL Unilever PLC Sponsored American Depositary Receipt
+2.03%
+$6,187.13 
HAL Halliburton Company
+2.02%
+$6,293.56 
AEP American Electric Power Company, Inc.
+2%
+$4,770.84 
CMCSA Comcast Corp
+1.91%
+$19,217.82 
TJX The TJX Companies, Inc.
+1.85%
+$6,809.88 
CVX Chevron Corporation
+1.85%
+$80,523.39 
DVN Devon Energy Corporation
+1.84%
+$9,320.59 
BUD Anheuser-Busch InBev S.A. ADR
+1.81%
+$5,325.81 
WEC WEC Energy Group Inc.
+1.78%
+$33,511.51 
DUK Duke Energy Corporation
+1.64%
+$22,629.75 
NEM Newmont Corporation
+1.63%
+$11,865.42 
OUT OUTFRONT Media Inc.
+1.62%
+$7,381.22 
C Citigroup Inc.
+1.56%
+$4,846.08 
ED Consolidated Edison, Inc.
+1.55%
+$3,777.4 
XOM Exxon Mobil Corporation
+1.47%
+$76,302.4 
JPM JPMorgan Chase & Co.
+1.42%
+$133,106.57 
WFC Wells Fargo & Company
+1.4%
+$29,747.03 
BBWI Bath & Body Works, Inc.
+1.39%
+$13,072.09 
GE General Electric Company
+1.39%
+$7,825.67 
KTB Kontoor Brands Inc.
+1.39%
+$12,085.66 
KO The Coca-Cola Company
+1.36%
+$47,310 
HSY The Hershey Company
+1.33%
+$2,932.16 
ROK Rockwell Automation, Inc.
+1.32%
+$8,375.58 
GD General Dynamics Corporation
+1.3%
+$6,638.03 
MO Altria Group, Inc.
+1.27%
+$31,259.7 
LAMR Lamar Advertising Company
+1.27%
+$18,256.87 
COST Costco Wholesale Corporation
+1.26%
+$9,880.63 
NEE NextEra Energy, Inc.
+1.26%
+$37,628.91 
GM General Motors Company
+1.25%
+$6,377.7 
SBAC SBA Communications Corporation
+1.23%
+$10,066.04 
PSX Phillips 66
+1.22%
+$23,492.08 
TFC Truist Financial Corporation
+1.21%
+$16,052.78 
PNC The PNC Financial Services Group, Inc.
+1.18%
+$15,191.74 
HWM Howmet Aerospace Inc.
+1.18%
+$2,020.2 
GSK GSK plc Sponsored ADR
+1.16%
+$6,873.63 
HLN Haleon Plc - ADR
+1.16%
+$1,554.8 
ETR Entergy Corporation
+1.14%
+$19,131.83 
ES Eversource Energy
+1.14%
+$5,133.75 
TMUS T-Mobile US, Inc.
+1.14%
+$2,322.29 
ACN Accenture plc Class A
+1.13%
+$28,649.06 
WMB The Williams Companies, Inc.
+1.11%
+$23,932.37 
MRK Merck & Co., Inc.
+1.09%
+$33,497.58 
BLK BlackRock, Inc.
+1.08%
+$41,845.12 
XEL Xcel Energy Inc.
+1.05%
+$6,966.22 
AUGO Aura Minerals Inc.
+1.05%
+$11,271.63 
PGR Progressive Corporation
+1.02%
+$3,032.78 
HD The Home Depot, Inc.
+1.02%
+$21,342.58 
CMI Cummins Inc.
+1%
+$22,338.76 
AAPL Apple Inc.
+0.98%
+$253,031.72 
VZ Verizon Communications Inc.
+0.96%
+$16,665.53 
PG Procter & Gamble Co
+0.93%
+$25,912.1 
GRMN Garmin Ltd.
+0.9%
+$26,267.97 
LLY Eli Lilly and Company
+0.9%
+$15,853.86 
AU AngloGold Ashanti plc
+0.9%
+$12,207.34 
TEN Tsakos Energy Navigation Ltd.
+0.88%
+$2,723.63 
PSA Public Storage Common Stock
+0.85%
+$14,976.42 
TXN Texas Instruments Inc
+0.84%
+$33,646.06 
VICI Vici Properties Inc.
+0.81%
+$3,812.73 
CL Colgate-Palmolive Company
+0.8%
+$1,738.26 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$98,112.25 
ADI Analog Devices, Inc.
+0.76%
+$7,395.63 
MRSH Marsh & McLennan Companies, Inc.
+0.73%
+$2,016.88 
ABBV AbbVie Inc.
+0.71%
+$5,992.94 
HII Huntington Ingalls Industries Inc.
+0.7%
+$2,672.55 
DIS The Walt Disney Company
+0.66%
+$2,318.48 
PH Parker-Hannifin Corporation
+0.65%
+$1,277.15 
CI The Cigna Group
+0.64%
+$3,243.62 
BNY BlackRock New York Municipal Income Trust
+0.64%
+$5,601.05 
EIX Edison International
+0.63%
+$1,003.1 
FAST Fastenal Co.
+0.6%
+$14,651.9 
ASML ASML Holding N.V. New York Registry Shares
+0.6%
+$1,900.81 
V Visa Inc. Class A
+0.59%
+$12,437.2 
T AT&T Inc.
+0.59%
+$8,204.8 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$20,753.04 
WMT Walmart Inc.
+0.56%
+$5,282.1 
CB Chubb Limited
+0.56%
+$1,631.15 
LYG Lloyds Banking Group Plc ADR
+0.55%
+$3,034.56 
NVS Novartis AG Sponsored ADR
+0.53%
+$3,762.77 
DFIC Dimensional International Core Equity Market ETF
+0.52%
+$8,776.56 
TFPM Triple Flag Precious Metals Corp
+0.51%
+$1,859.69 
BAC Bank of America Corporation
+0.5%
+$4,319.9 
KEY KeyCorp
+0.5%
+$5,029.3 
SDY SPDR S&P Dividend ETF
+0.49%
+$9,162.56 
VLO Valero Energy Corporation
+0.48%
+$4,693.45 
JNJ Johnson & Johnson
+0.48%
+$28,441.86 
AXP American Express Company
+0.46%
+$3,470.4 
KVUE Kenvue Inc.
+0.46%
+$1,226.21 
APD Air Products and Chemicals, Inc.
+0.45%
+$3,683.47 
PFE Pfizer Inc.
+0.44%
+$3,161.08 
DGRO iShares Core Dividend Growth ETF
+0.43%
+$963.12 
PAGP Plains GP Holdings, L.P.
+0.41%
+$1,378.71 
MCK McKesson Corporation
+0.41%
+$3,000.33 
SNA Snap-on Inc.
+0.39%
+$4,684.68 
ADP Automatic Data Processing Inc.
+0.38%
+$5,042.39 
GEV GE Vernova Inc.
+0.34%
+$1,670.07 
VYMI Vanguard International High Dividend Yield Index Fund
+0.33%
+$40,527.66 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$26,507.5 
SCCO Southern Copper Corporation
+0.31%
+$10,086.73 
VOE Vanguard Mid-Cap Value ETF
+0.29%
+$16,760.12 
VNQ Vanguard Real Estate ETF
+0.29%
+$586.6 
VTV Vanguard Value ETF
+0.29%
+$26,058.5 
MPC Marathon Petroleum Corporation
+0.29%
+$2,212.53 
CME CME Group Inc.
+0.28%
+$4,641.36 
RF Regions Financial Corporation
+0.28%
+$3,248.18 
TRV The Travelers Companies, Inc.
+0.28%
+$796.52 
AMGN Amgen Inc.
+0.27%
+$4,789.64 
DFLV Dimensional US Large Cap Value ETF
+0.21%
+$4,165.6 
IEFA iShares Core MSCI EAFE ETF
+0.2%
+$1,693.58 
SBUX Starbucks Corporation
+0.19%
+$3,102.38 
NVDA NVIDIA Corporation
+0.18%
+$18,580.01 
STAG Stag Industrial Inc.
+0.17%
+$1,512.54 
COWZ Pacer US Cash Cows 100 ETF
+0.14%
+$37,821.3 
EFA iShares MSCI EAFE ETF
+0.13%
+$23,342.44 
SCHF Schwab International Equity ETF
+0.13%
+$471.73 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.12%
+$527.4 
CVS CVS Health Corporation
+0.09%
+$172.08 
VIG Vanguard Dividend Appreciation ETF
+0.08%
+$14,072.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$7,787.02 
MA Mastercard Incorporated
+0.05%
+$593.65 
MS Morgan Stanley
+0.05%
+$142.88 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$569.88 
WST West Pharmaceutical Services, Inc.
+0.02%
+$68.57 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$307.08 
CAT Caterpillar Inc.
+0.02%
+$111.95 
ABT Abbott Laboratories
+0.01%
+$127.41 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
INSW International Seaways Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
-$0.55 
HONIV Honeywell International Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
-7.8%
-$35,769.92 
CRWD CrowdStrike Holdings, Inc.
-7.59%
-$62,732.8 
FTNT Fortinet Inc.
-7.49%
-$25,079.2 
NET Cloudflare Inc.
-6.81%
-$23,327.82 
PLTR Palantir Technologies Inc.
-6.6%
-$58,441.28 
LITE Lumentum Holdings Inc.
-3.98%
-$10,686.76 
INTC Intel Corporation
-3.91%
-$20,492.62 
NTAP NetApp, Inc.
-3.75%
-$10,650.15 
ORCL Oracle Corporation
-3.62%
-$33,331.65 
MU Micron Technology, Inc.
-3.57%
-$45,425.4 
AMD Advanced Micro Devices, Inc.
-3.4%
-$60,415.81 
ANET Arista Networks, Inc.
-3.35%
-$14,059.44 
AGX Argan Inc.
-3.17%
-$12,316.17 
GLW Corning Incorporated
-3.14%
-$8,177.98 
APP AppLovin Corporation Class A Common Stock
-3.14%
-$5,293.09 
AVGO Broadcom Inc.
-3.08%
-$82,033.32 
LRCX Lam Research Corporation
-2.9%
-$19,827.58 
MRVL Marvell Technology, Inc.
-2.89%
-$11,596.74 
DELL Dell Technologies Inc.
-2.65%
-$7,304.11 
NFLX Netflix, Inc.
-2.64%
-$17,447.04 
AMAT Applied Materials, Inc.
-2.6%
-$174,252 
KLIC Kulicke & Soffa Industries, Inc.
-2.53%
-$5,491.51 
KLAC KLA Corporation
-2.4%
-$9,237.39 
META Meta Platforms Inc Class A
-2.39%
-$99,736.39 
XP Xp Inc.
-2.38%
-$25,328.91 
VRT Vertiv Holdings Co
-2.08%
-$3,090.78 
SCHW Charles Schwab Corporation
-1.99%
-$18,557.88 
IYW iShares U.S. Technology ETF
-1.94%
-$4,609.6 
MSFT Microsoft Corp.
-1.92%
-$245,603.08 
XLK State Street Technology Select Sector SPDR ETF
-1.91%
-$7,469.09 
VGT Vanguard Information Technology ETF
-1.88%
-$144,180.1 
CSCO Cisco Systems, Inc.
-1.73%
-$80,869.98 
EBAY eBay Inc.
-1.65%
-$13,639.57 
PAYC Paycom Software, Inc.
-1.65%
-$6,759.57 
GOOGL Alphabet Inc
-1.64%
-$107,385.93 
KEYS Keysight Technologies, Inc.
-1.64%
-$7,270.54 
ETN Eaton Corporation plc
-1.57%
-$3,243.34 
GOOG Alphabet Inc
-1.55%
-$63,364.44 
QQQM Invesco NASDAQ 100 ETF
-1.52%
-$5,036.15 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$302,690.05 
TSLA Tesla, Inc.
-1.5%
-$35,647.34 
UNH UnitedHealth Group Incorporated
-1.47%
-$10,315.5 
VXF Vanguard Extended Market ETF
-1.42%
-$4,787.28 
FDS FactSet Research Systems Inc.
-1.42%
-$36,376.04 
IESC Ies Holdings Inc.
-1.37%
-$4,442.4 
HCA HCA Healthcare Inc.
-1.36%
-$3,577.86 
IWF iShares Russell 1000 Growth ETF
-1.36%
-$4,888.19 
MC Moelis & Company
-1.35%
-$11,300.16 
BDX Becton, Dickinson and Company
-1.32%
-$8,245.73 
PWR Quanta Services Inc.
-1.32%
-$4,392.65 
VUG Vanguard Growth ETF
-1.28%
-$79,385.65 
QCOM QUALCOMM Incorporated
-1.23%
-$22,144.97 
CDNS Cadence Design Systems, Inc.
-1.2%
-$2,605.76 
APH Amphenol Corporation
-1.19%
-$13,774 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.16%
-$4,585.65 
VRTX Vertex Pharmaceuticals Incorporated
-1.13%
-$3,197 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.09%
-$5,884.2 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$3,322.47 
BX Blackstone Inc.
-1.06%
-$2,279.6 
SPEM SPDR Portfolio Emerging Markets ETF
-1.04%
-$33,763.85 
VWO Vanguard FTSE Emerging Markets ETF
-1.03%
-$45,408.28 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-1.03%
-$49,485.41 
GAB Gabelli Equity Trust Inc.
-0.96%
-$760.5 
OWL Blue Owl Capital Inc.
-0.95%
-$3,718.58 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.94%
-$4,026.03 
UBER Uber Technologies, Inc.
-0.92%
-$1,836.62 
VB Vanguard Small-Cap ETF
-0.9%
-$170,840.8 
IBP Installed Building Products Inc.
-0.88%
-$1,586.96 
BITB Bitwise Bitcoin ETF
-0.87%
-$5,533.71 
AMZN Amazon.com Inc
-0.84%
-$67,839.6 
BAX Baxter International Inc.
-0.8%
-$2,331.67 
UPS United Parcel Service, Inc.
-0.78%
-$6,569.06 
IWR iShares Russell Mid-Cap ETF
-0.75%
-$2,827.28 
SAN Banco Santander S.A. Sponsored ADR
-0.74%
-$1,467.1 
IBM International Business Machines Corporation
-0.7%
-$4,732.2 
CFG Citizens Financial Group, Inc.
-0.69%
-$2,145.88 
MDT Medtronic plc
-0.69%
-$9,365.4 
TROW T. Rowe Price Group, Inc.
-0.68%
-$9,691.05 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.68%
-$1,481.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.68%
-$23,241.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$125,509.09 
DFUS Dimensional U.S. Equity Market ETF
-0.66%
-$3,680.2 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.63%
-$1,698.18 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.62%
-$4,220.57 
ESGU iShares ESG Aware MSCI USA ETF
-0.61%
-$1,977.6 
EMR Emerson Electric Co.
-0.6%
-$12,233.51 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$4,143.04 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$1,743.2 
IVV iShares Core S&P 500 ETF
-0.58%
-$3,883.5 
REXR Rexford Industrial Realty, Inc.
-0.57%
-$3,781.05 
VMI Valmont Industries, Inc.
-0.57%
-$944.64 
DFAS Dimensional U.S. Small Cap ETF
-0.56%
-$16,380.32 
SPY SPDR S&P 500 ETF Trust
-0.56%
-$27,122.23 
VOO Vanguard S&P 500 ETF
-0.56%
-$332,960.67 
GILD Gilead Sciences Inc.
-0.55%
-$2,050.59 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$1,650.31 
CALM Cal-Maine Foods Inc.
-0.53%
-$870.33 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$7,249 
SYY Sysco Corporation
-0.46%
-$2,407.5 
OMC Omnicom Group Inc.
-0.45%
-$4,761.06 
PAYX Paychex Inc.
-0.45%
-$7,338.5 
UNP Union Pacific Corporation
-0.45%
-$1,222 
BKNG Booking Holdings Inc.
-0.39%
-$4,542.2 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.37%
-$9,943.24 
VO Vanguard Mid-Cap ETF
-0.37%
-$16,695.6 
UTHR United Therapeutics Corporation
-0.35%
-$1,224.31 
ALSN Allison Transmission Holdings Inc.
-0.35%
-$762.35 
ECL Ecolab Inc.
-0.28%
-$839.13 
RSP Invesco S&P 500 Equal Weight ETF
-0.27%
-$1,050.96 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.27%
-$10,371.91 
IWS iShares Russell Mid-Cap Value ETF
-0.26%
-$1,381.16 
CWI SPDR MSCI ACWI ex-US ETF
-0.26%
-$539.38 
BNDX Vanguard Total International Bond ETF
-0.24%
-$675.62 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.24%
-$8,342 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.23%
-$11,264.75 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.23%
-$689.4 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.22%
-$654.29 
GS The Goldman Sachs Group, Inc.
-0.2%
-$603.01 
WSO Watsco Inc.
-0.2%
-$1,096.29 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.18%
-$9,043.36 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$661.87 
COLB Columbia Banking System, Inc.
-0.16%
-$304.51 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$22,906.51 
VTC Vanguard Total Corporate Bond Fund
-0.15%
-$8,467.69 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.15%
-$1,342.87 
WSM Williams-Sonoma, Inc.
-0.15%
-$1,847.41 
VRRM Verra Mobility Corporation
-0.14%
-$41.52 
IXUS iShares Core International Stock ETF
-0.13%
-$370.2 
GPC Genuine Parts Company
-0.1%
-$1,108.58 
ABNB Airbnb, Inc.
-0.1%
-$270.72 
ELV Elevance Health, Inc.
-0.1%
-$285.17 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$4,453.28 
PHM PulteGroup Inc.
-0.09%
-$411.1 
AME Ametek Inc.
-0.09%
-$258.51 
ANF Abercrombie & Fitch Co.
-0.08%
-$349.35 
COR Cencora, Inc.
-0.08%
-$490.32 
NYF iShares New York Muni Bond ETF
-0.08%
-$1,105 
LNTH Lantheus Holdings, Inc.
-0.06%
-$113.88 
BMY Bristol-Myers Squibb Company
-0.03%
-$472.78 
TOL Toll Brothers Inc
-0.03%
-$77.88 
ERIE Erie Indemnity Company
-0.02%
-$131.49 
WELL Welltower Inc.
-0.01%
-$40.86 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1728 | Longs Won 1222/1728 70% | Profit Factor 10.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $453,738.48 |
| Average Win $145,215.57 | Best Trade (Oct 16) $8.54M | Sharpe Ratio -11.11 |
| Average Loss -$34,203.94 | Worst Trade (Oct 15) -$649,694.41 | Z-Score 12.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 5d | Expectancy $92,677.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 75,758 | $16.26M | $26.16M | - | $9.9M | 60.9% | +0.977% |
| ABBV AbbVie Inc. | 2,989 | $596,084.65 | $853,075.54 | - | $256,990.89 | 43.11% | +0.707% |
| ABNB Airbnb, Inc. | 1,504 | $215,188 | $261,846.4 | - | $46,658.4 | 21.68% | -0.103% |
| ABT Abbott Laboratories | 12,741 | $1.55M | $1.33M | - | -$218,339.47 | -14.07% | +0.01% |
| ACN Accenture plc Class A | 11,257 | $2.53M | $2.56M | - | $33,984.58 | 1.35% | +1.132% |
| ADI Analog Devices, Inc. | 2,409 | $565,907.81 | $980,511.18 | - | $414,603.37 | 73.26% | +0.76% |
| ADP Automatic Data Processing Inc. | 4,626 | $958,915.46 | $1.33M | - | $367,543.78 | 38.33% | +0.382% |
| AEP American Electric Power Company, Inc. | 1,916 | $226,115.41 | $242,910.48 | - | $16,795.07 | 7.43% | +2.003% |
| AGX Argan Inc. | 1,059 | $285,971.33 | $376,506.27 | - | $90,534.94 | 31.66% | -3.168% |
| ALSN Allison Transmission Holdings Inc. | 1,930 | $217,630 | $216,459.15 | - | -$1,170.85 | -0.54% | -0.351% |
| AMAT Applied Materials, Inc. | 15,600 | $2.94M | $6.53M | - | $3.6M | 122.38% | -2.598% |
| AMD Advanced Micro Devices, Inc. | 3,159 | $487,528.77 | $1.72M | - | $1.23M | 251.91% | -3.402% |
| AME Ametek Inc. | 1,231 | $254,898.48 | $305,669.61 | - | $50,771.13 | 19.92% | -0.085% |
| AMGN Amgen Inc. | 4,129 | $1.29M | $1.8M | - | $505,649.23 | 39.16% | +0.267% |
| AMZN Amazon.com Inc | 31,627 | $6.18M | $7.99M | - | $1.81M | 29.24% | -0.842% |
| ANET Arista Networks, Inc. | 2,264 | $318,439.34 | $406,093.68 | - | $87,654.34 | 27.53% | -3.346% |
| ANF Abercrombie & Fitch Co. | 2,911 | $262,019 | $442,093.57 | - | $180,074.57 | 68.73% | -0.079% |
| APD Air Products and Chemicals, Inc. | 2,780 | $725,921.61 | $828,231.5 | - | $102,309.89 | 14.09% | +0.447% |
| APH Amphenol Corporation | 14,200 | $374,127.17 | $1.14M | - | $769,256.83 | 205.61% | -1.19% |
| APP AppLovin Corporation Class A Common Stock | 604 | $413,392.85 | $163,398.07 | - | -$249,994.78 | -60.47% | -3.138% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Neisy Arnez?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard High Dividend Yield ETF - $2.47M, Vanguard Information Technology ETF - $2.38M, Vanguard S&P 500 ETF - $2.06M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.01M, and Entergy Corporation - $1.98M. 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: Edison International - $687,449.94, Elevance Health, Inc - $652,020.15, Becton, Dickinson and Company - $523,358.75, Adobe Inc - $520,518.96, and Comcast Corp - $463,972.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Neisy Arnez's portfolio generate?
The portfolio generates substantial dividend income, with a total of $25M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.54M, Vanguard S&P 500 ETF - $1.16M, Vanguard International High Dividend Yield Index Fund - $953,449.74, Vanguard Total Corporate Bond Fund - $891,780.38, and VANGUARD FTSE DEVELOPED MARKETS ETF - $793,209.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Neisy Arnez's monthly returns?
Neisy Arnez'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 Neisy Arnez's strategy be considered aggressive or moderate?
Neisy Arnez'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 Neisy Arnez's strategy?
Neisy Arnez'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.
2026 © Marketlog. All Rights Reserved.
