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:
43.18%
Gain -0.51%
Monthly
1.39%
Yearly
17.96%
Drawdown
15.53%
$644.81M
Equity
Holdings
$644.81M
Investment
$508.53M
$162.13M
Profit -$2.57M
Realized
$25.85M
Unrealized
$136.28M
Dividends
$22.68M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$2.57M
Win %
72%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$1.74M
Win %
72%
This Month
Compared to last month
Gain
-0.4%
Profit
-$2.57M
Win %
72%
This Year
Compared to last year
Gain
2.29%
Profit
$14.68M
Win %
72%
IESC Ies Holdings Inc.
+30.27%
+$106,741 
AMZN Amazon.com Inc
+15.32%
+$1.14M 
ETN Eaton Corporation plc
+7.32%
+$14,551.34 
GOOG Alphabet Inc
+6.88%
+$272,562.02 
GOOGL Alphabet Inc
+6.73%
+$421,110.27 
VRT Vertiv Holdings Co
+6.18%
+$9,750.52 
ANET Arista Networks, Inc.
+5.46%
+$21,123.13 
FTNT Fortinet Inc.
+4.99%
+$14,168 
ERIE Erie Indemnity Company
+3.58%
+$26,909.53 
META Meta Platforms Inc Class A
+3.28%
+$99,962.67 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$19,063.2 
MSFT Microsoft Corp.
+3.02%
+$322,575.84 
LITE Lumentum Holdings Inc.
+2.99%
+$6,396.3 
NVDA NVIDIA Corporation
+2.93%
+$268,587.31 
VRRM Verra Mobility Corporation
+2.92%
+$1,518.9 
NTAP NetApp, Inc.
+2.6%
+$5,979.96 
CVX Chevron Corporation
+2.35%
+$89,536.68 
MRVL Marvell Technology, Inc.
+2.32%
+$7,092.9 
FAST Fastenal Co.
+2.25%
+$50,440.95 
GLW Corning Incorporated
+2.24%
+$5,696.4 
EOG EOG Resources, Inc.
+2.19%
+$7,752.86 
DVN Devon Energy Corporation
+2.17%
+$9,887.04 
CDNS Cadence Design Systems, Inc.
+2.16%
+$4,816.79 
CSCO Cisco Systems, Inc.
+2.14%
+$103,537.44 
PSA Public Storage Common Stock
+2.12%
+$39,936.96 
HII Huntington Ingalls Industries Inc.
+2.05%
+$9,386.18 
KEYS Keysight Technologies, Inc.
+2.04%
+$8,281.42 
HAL Halliburton Company
+1.93%
+$5,773.04 
ROK Rockwell Automation, Inc.
+1.93%
+$13,614.04 
PANW Palo Alto Networks, Inc.
+1.89%
+$7,619.85 
ORCL Oracle Corporation
+1.81%
+$15,809.64 
HWM Howmet Aerospace Inc.
+1.8%
+$3,884.41 
HCA HCA Healthcare Inc.
+1.72%
+$3,828.39 
KMI Kinder Morgan, Inc.
+1.64%
+$35,705.8 
ACN Accenture plc Class A
+1.61%
+$29,606.02 
VZ Verizon Communications Inc.
+1.52%
+$27,449.1 
PAYC Paycom Software, Inc.
+1.51%
+$3,955.26 
LMT Lockheed Martin Corporation
+1.5%
+$4,634.31 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$5,374.06 
NOC Northrop Grumman Corporation
+1.43%
+$4,463.55 
PH Parker-Hannifin Corporation
+1.43%
+$2,816.71 
PWR Quanta Services Inc.
+1.43%
+$4,858.85 
GE General Electric Company
+1.42%
+$9,048.97 
SLB Schlumberger Limited
+1.39%
+$2,976.36 
KLAC KLA Corporation
+1.38%
+$5,483 
OWL Blue Owl Capital Inc.
+1.38%
+$6,124.72 
CMCSA Comcast Corp
+1.23%
+$13,429.32 
COP ConocoPhillips
+1.22%
+$7,439.96 
WFC Wells Fargo & Company
+1.19%
+$26,270.1 
HONA Honeywell Aerospace Inc.
+1.18%
+$5,132.82 
AMAT Applied Materials, Inc.
+1.18%
+$92,040.31 
VUG Vanguard Growth ETF
+1.1%
+$64,198.83 
TEN Tsakos Energy Navigation Ltd.
+1.08%
+$2,573.98 
VMI Valmont Industries, Inc.
+1.07%
+$1,878.22 
INSW International Seaways Inc.
+1.02%
+$5,693.9 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$2,301.2 
ADP Automatic Data Processing Inc.
+0.98%
+$11,981.29 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$42,030.8 
TTE TotalEnergies SE
+0.95%
+$4,237.99 
UNP Union Pacific Corporation
+0.92%
+$2,509.81 
DTM Dt Midstream Inc.
+0.9%
+$13,456.2 
WMB The Williams Companies, Inc.
+0.89%
+$19,581.03 
SCHW Charles Schwab Corporation
+0.87%
+$9,030.84 
IBM International Business Machines Corporation
+0.86%
+$5,477.82 
BBWI Bath & Body Works, Inc.
+0.85%
+$7,797.39 
GEV GE Vernova Inc.
+0.85%
+$4,462.47 
CALM Cal-Maine Foods Inc.
+0.8%
+$1,818.59 
EMR Emerson Electric Co.
+0.79%
+$14,882.29 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$24,612.9 
TSLA Tesla, Inc.
+0.76%
+$15,521.59 
MPC Marathon Petroleum Corporation
+0.76%
+$3,859.87 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,581.89 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,241.67 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$33,839.76 
VOO Vanguard S&P 500 ETF
+0.71%
+$410,712.26 
AME Ametek Inc.
+0.71%
+$2,092.72 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$2,207.98 
CAT Caterpillar Inc.
+0.7%
+$5,290.1 
BMY Bristol-Myers Squibb Company
+0.69%
+$10,637.55 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$3,713.37 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$2,137.88 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,418.56 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$4,568.96 
PLTR Palantir Technologies Inc.
+0.65%
+$3,535.19 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$121,789.2 
SYY Sysco Corporation
+0.63%
+$3,402.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$19,658.12 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$1,497.32 
MO Altria Group, Inc.
+0.57%
+$12,969.45 
APH Amphenol Corporation
+0.55%
+$3,123.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$96,503.36 
GM General Motors Company
+0.52%
+$2,794.04 
PSX Phillips 66
+0.51%
+$7,187.27 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$1,058 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$1,440.08 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$6,937.9 
IYW iShares U.S. Technology ETF
+0.46%
+$994.66 
PAYX Paychex Inc.
+0.44%
+$7,485.27 
EBAY eBay Inc.
+0.43%
+$3,292.32 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$2,241.6 
WST West Pharmaceutical Services, Inc.
+0.4%
+$1,174.08 
PFE Pfizer Inc.
+0.4%
+$2,431.6 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$1,231.82 
RTX RTX Corporation
+0.39%
+$2,609.04 
VLO Valero Energy Corporation
+0.38%
+$2,597.77 
AVGO Broadcom Inc.
+0.37%
+$11,144.16 
PG Procter & Gamble Co
+0.37%
+$9,438.77 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$12,532.68 
BAC Bank of America Corporation
+0.36%
+$3,655.3 
SNA Snap-on Inc.
+0.33%
+$4,455.4 
RF Regions Financial Corporation
+0.32%
+$4,330.9 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$6,370.91 
GD General Dynamics Corporation
+0.32%
+$1,853.18 
MRK Merck & Co., Inc.
+0.32%
+$8,692.62 
VSNT Versant Media Group, Inc.
+0.28%
+$2,384.8 
JPM JPMorgan Chase & Co.
+0.27%
+$26,230.7 
CME CME Group Inc.
+0.21%
+$3,266.16 
JNJ Johnson & Johnson
+0.21%
+$12,355.89 
ADI Analog Devices, Inc.
+0.2%
+$1,782.64 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$49,167.69 
CMI Cummins Inc.
+0.19%
+$5,122.91 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$21,802.56 
T AT&T Inc.
+0.17%
+$2,374.76 
MS Morgan Stanley
+0.17%
+$605.16 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,538.74 
VICI Vici Properties Inc.
+0.15%
+$802.68 
CB Chubb Limited
+0.15%
+$438.84 
DELL Dell Technologies Inc.
+0.14%
+$325.92 
BDX Becton, Dickinson and Company
+0.1%
+$547.57 
C Citigroup Inc.
+0.1%
+$328.09 
WMT Walmart Inc.
+0.09%
+$794.32 
ABT Abbott Laboratories
+0.09%
+$1,146.69 
FDS FactSet Research Systems Inc.
+0.07%
+$1,448.32 
COLB Columbia Banking System, Inc.
+0.06%
+$135.34 
AEP American Electric Power Company, Inc.
+0.06%
+$134.12 
DIS The Walt Disney Company
+0.03%
+$95.28 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$834.2 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.86M 
EIX Edison International
-6.81%
-$15,361.76 
TROW T. Rowe Price Group, Inc.
-6.31%
-$105,758.85 
MU Micron Technology, Inc.
-5.9%
-$70,578.13 
AUGO Aura Minerals Inc.
-4.18%
-$29,973.72 
AU AngloGold Ashanti plc
-3.66%
-$44,809.87 
ES Eversource Energy
-3.05%
-$15,401.25 
CI The Cigna Group
-2.99%
-$14,507.87 
TFPM Triple Flag Precious Metals Corp
-2.94%
-$10,438.26 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$9,914.85 
BITB Bitwise Bitcoin ETF
-2.87%
-$14,330.89 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$8,784.78 
TOL Toll Brothers Inc
-2.76%
-$8,060.58 
QCOM QUALCOMM Incorporated
-2.63%
-$40,438.75 
ABBV AbbVie Inc.
-2.51%
-$19,338.83 
HLN Haleon Plc - ADR
-2.37%
-$3,244.8 
BAX Baxter International Inc.
-2.21%
-$6,710.66 
NEM Newmont Corporation
-2.14%
-$12,869.9 
WSM Williams-Sonoma, Inc.
-2%
-$23,267.43 
NFLX Netflix, Inc.
-2%
-$13,267.02 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$4,813.89 
AMD Advanced Micro Devices, Inc.
-1.9%
-$29,189.22 
MC Moelis & Company
-1.86%
-$19,263.33 
APD Air Products and Chemicals, Inc.
-1.77%
-$14,761.8 
PHM PulteGroup Inc.
-1.76%
-$9,332.01 
UNH UnitedHealth Group Incorporated
-1.68%
-$12,195.77 
AGX Argan Inc.
-1.63%
-$9,996.97 
REXR Rexford Industrial Realty, Inc.
-1.59%
-$10,983.05 
LRCX Lam Research Corporation
-1.58%
-$11,562.03 
NET Cloudflare Inc.
-1.56%
-$4,776.03 
UTHR United Therapeutics Corporation
-1.54%
-$5,198.5 
NVS Novartis AG Sponsored ADR
-1.45%
-$10,907.32 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$4,308.47 
LNTH Lantheus Holdings, Inc.
-1.35%
-$2,581.28 
SLDE Slide Insurance Holdings, Inc.
-1.28%
-$5,284.5 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$8,092.16 
GRMN Garmin Ltd.
-1.27%
-$38,533.07 
SCCO Southern Copper Corporation
-1.24%
-$36,813.88 
HSY The Hershey Company
-1.23%
-$2,853.62 
F Ford Motor Company
-1.21%
-$1,820.52 
TJX The TJX Companies, Inc.
-1.21%
-$4,878.69 
NEE NextEra Energy, Inc.
-1.15%
-$38,196.18 
OMC Omnicom Group Inc.
-1.14%
-$11,870.04 
TXN Texas Instruments Inc
-1.08%
-$43,331.25 
MCK McKesson Corporation
-1.08%
-$6,887.49 
INTC Intel Corporation
-1.02%
-$5,109.42 
KO The Coca-Cola Company
-1.02%
-$34,063.2 
UPS United Parcel Service, Inc.
-1%
-$9,016.35 
IBP Installed Building Products Inc.
-0.99%
-$2,122.32 
PAGP Plains GP Holdings, L.P.
-0.98%
-$3,232.32 
XOM Exxon Mobil Corporation
-0.97%
-$45,336.96 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,557.6 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,699.05 
PGR Progressive Corporation
-0.87%
-$2,581.68 
GILD Gilead Sciences Inc.
-0.81%
-$2,521.97 
XP Xp Inc.
-0.81%
-$4,959.54 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$1,737 
CVS CVS Health Corporation
-0.75%
-$1,699.29 
ED Consolidated Edison, Inc.
-0.74%
-$1,799.82 
MA Mastercard Incorporated
-0.74%
-$8,138.76 
GSK GSK plc Sponsored ADR
-0.73%
-$4,582.42 
BLK BlackRock, Inc.
-0.73%
-$27,642.69 
STAG Stag Industrial Inc.
-0.73%
-$7,058.52 
ANF Abercrombie & Fitch Co.
-0.72%
-$2,095.92 
GAB Gabelli Equity Trust Inc.
-0.71%
-$608.4 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$18,616.19 
DUK Duke Energy Corporation
-0.67%
-$9,748.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$81,330.46 
AMGN Amgen Inc.
-0.64%
-$10,239.96 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$5,471.55 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,170.8 
EFA iShares MSCI EAFE ETF
-0.62%
-$114,118.62 
PM Philip Morris International Inc.
-0.61%
-$35,743.08 
ECL Ecolab Inc.
-0.61%
-$1,728.81 
SCHF Schwab International Equity ETF
-0.58%
-$2,156.48 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$9,901.76 
WEC WEC Energy Group Inc.
-0.57%
-$11,200.19 
SBUX Starbucks Corporation
-0.57%
-$10,255.8 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,186.38 
LLY Eli Lilly and Company
-0.53%
-$8,661.69 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$63,174.99 
SBAC SBA Communications Corporation
-0.51%
-$4,097.64 
WELL Welltower Inc.
-0.51%
-$1,620.78 
WSO Watsco Inc.
-0.46%
-$2,679.86 
PEP PepsiCo, Inc.
-0.46%
-$7,390.08 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$22,529.5 
TRV The Travelers Companies, Inc.
-0.43%
-$1,230.65 
LAMR Lamar Advertising Company
-0.43%
-$6,718.34 
HD The Home Depot, Inc.
-0.42%
-$9,447.97 
ETR Entergy Corporation
-0.38%
-$6,619.43 
VGT Vanguard Information Technology ETF
-0.38%
-$26,955.41 
AXP American Express Company
-0.38%
-$3,060.68 
MDT Medtronic plc
-0.37%
-$4,540.8 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$62,622.93 
GPC Genuine Parts Company
-0.37%
-$3,642.74 
ABNB Airbnb, Inc.
-0.37%
-$842.24 
KVUE Kenvue Inc.
-0.36%
-$1,009.82 
TMUS T-Mobile US, Inc.
-0.36%
-$819.62 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$4,843.98 
CL Colgate-Palmolive Company
-0.33%
-$704.7 
TFC Truist Financial Corporation
-0.33%
-$4,829.99 
SWKS Skyworks Solutions Inc.
-0.32%
-$1,622.6 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,632.31 
VXF Vanguard Extended Market ETF
-0.3%
-$1,039.44 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$616.44 
COR Cencora, Inc.
-0.28%
-$1,616.26 
SDY SPDR S&P Dividend ETF
-0.28%
-$5,304.64 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,062.37 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$632.49 
VTV Vanguard Value ETF
-0.27%
-$23,652.7 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$13,360.5 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$39,565.79 
BX Blackstone Inc.
-0.25%
-$628.81 
COST Costco Wholesale Corporation
-0.24%
-$1,828.54 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$13,408.04 
BNDX Vanguard Total International Bond ETF
-0.23%
-$646.25 
VB Vanguard Small-Cap ETF
-0.22%
-$43,365.97 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$786.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,933.74 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$847.2 
VTC Vanguard Total Corporate Bond Fund
-0.2%
-$11,326.2 
OUT OUTFRONT Media Inc.
-0.19%
-$913.14 
BKNG Booking Holdings Inc.
-0.18%
-$2,376.06 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$5,211.96 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$670.45 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$703.19 
ELV Elevance Health, Inc.
-0.15%
-$380.23 
IXUS iShares Core International Stock ETF
-0.15%
-$431.9 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$7,484.16 
KTB Kontoor Brands Inc.
-0.12%
-$1,196.6 
CFG Citizens Financial Group, Inc.
-0.11%
-$390.16 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$334.24 
KEY KeyCorp
-0.09%
-$1,005.86 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$332.7 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$534.24 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.07%
-$3,524.1 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$146.71 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$1,228.34 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,226.08 
V Visa Inc. Class A
-0.04%
-$737.75 
XEL Xcel Energy Inc.
-0.04%
-$264.54 
NYF iShares New York Muni Bond ETF
-0.04%
-$552.5 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.03%
-$100.66 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$87.14 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$1,091.78 
UBER Uber Technologies, Inc.
-0.01%
-$28.04 Events
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Dividends
Dividend Analysis
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| Trades 1728 | Longs Won 1246/1728 72% | Profit Factor 11.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $440,607.96 |
| Average Win $142,178.44 | Best Trade (Aug 14) $8.03M | Sharpe Ratio -11.11 |
| Average Loss -$31,176.15 | Worst Trade (Sep 30) -$404,184.14 | Z-Score 15.28 (100%) |
| Commissions $0 | Avg. Trade Length 12m 1d | Expectancy $93,823.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
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Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 75,758 | $16.26M | $23.4M | - | $7.14M | 43.93% | -7.354% |
| ABBV AbbVie Inc. | 2,989 | $596,084.65 | $750,059.66 | - | $153,975.01 | 25.83% | -2.513% |
| ABNB Airbnb, Inc. | 1,504 | $215,188 | $227,886.08 | - | $12,698.08 | 5.9% | -0.368% |
| ABT Abbott Laboratories | 12,741 | $1.55M | $1.35M | - | -$205,471.06 | -13.24% | +0.085% |
| ACN Accenture plc Class A | 11,257 | $2.53M | $1.87M | - | -$658,827.48 | -26.08% | +1.611% |
| ADI Analog Devices, Inc. | 2,409 | $565,907.81 | $885,090.69 | - | $319,182.88 | 56.4% | +0.202% |
| ADP Automatic Data Processing Inc. | 4,626 | $958,915.46 | $1.23M | - | $273,728.45 | 28.55% | +0.982% |
| AEP American Electric Power Company, Inc. | 1,916 | $226,115.41 | $244,960.6 | - | $18,845.19 | 8.33% | +0.055% |
| AGX Argan Inc. | 1,059 | $285,971.33 | $604,085.36 | - | $318,114.03 | 111.24% | -1.628% |
| ALSN Allison Transmission Holdings Inc. | 1,930 | $217,630 | $221,062.2 | - | $3,432.2 | 1.58% | -0.78% |
| AMAT Applied Materials, Inc. | 15,600 | $2.94M | $7.92M | - | $4.98M | 169.54% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 3,159 | $487,528.77 | $1.5M | - | $1.02M | 208.53% | -1.904% |
| AME Ametek Inc. | 1,231 | $254,898.48 | $297,545.02 | - | $42,646.54 | 16.73% | +0.708% |
| AMGN Amgen Inc. | 4,129 | $1.29M | $1.59M | - | $299,075.36 | 23.16% | -0.64% |
| AMZN Amazon.com Inc | 31,627 | $6.18M | $8.59M | - | $2.41M | 38.95% | +15.321% |
| ANET Arista Networks, Inc. | 2,264 | $318,439.34 | $408,312.42 | - | $89,873.08 | 28.22% | +5.456% |
| ANF Abercrombie & Fitch Co. | 2,911 | $262,019 | $289,760.94 | - | $27,741.94 | 10.59% | -0.718% |
| APD Air Products and Chemicals, Inc. | 2,780 | $725,921.61 | $819,794.23 | - | $93,872.62 | 12.93% | -1.769% |
| APH Amphenol Corporation | 7,100 | $374,125.22 | $570,485 | - | $196,359.78 | 52.49% | +0.551% |
| APP AppLovin Corporation Class A Common Stock | 604 | $413,392.85 | $239,123.59 | - | -$174,269.26 | -42.16% | -1.973% |
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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 - $2.42M, Vanguard Information Technology ETF - $2.37M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.98M, Entergy Corporation - $1.98M, and Vanguard S&P 500 ETF - $1.91M. 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 - $689,964.86, Elevance Health, Inc - $653,188.03, Becton, Dickinson and Company - $526,740.8, Adobe Inc - $520,518.96, and Comcast Corp - $479,254.5. 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 $22.68M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.49M, Vanguard S&P 500 ETF - $1.01M, Vanguard International High Dividend Yield Index Fund - $856,064.16, Vanguard Total Corporate Bond Fund - $841,737.05, and VANGUARD FTSE DEVELOPED MARKETS ETF - $762,493.76. 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.
