James Langer Portfolio
Invests via Redmont Wealth Advisors LLC | Managed by James Langer
Invests via Redmont Wealth Advisors LLC
Managed by James Langer
Automatically Tracked
James Langer Profile
James Langer is a dynamic leader in the technology sector, with a proven track record of driving innovation and strategic growth. His extensive experience spans over two decades, where he has held key executive positions in both established firms and startups. By spearheading transformative initiatives, he has played an integral role in reshaping organizational capabilities and enhancing market competitiveness. His contributions have positioned him as a notable figure within venture capital circles, particularly regarding tech-driven investments that align with emerging market trends. Through his leadership, he continues to influence investment strategies focused on pioneering solutions.
James Langer is a dynamic leader in the technology sector, with a proven track record of driving innovation and strategic growth. His extensive experience spans over two decades, where he has held key executive positions in both established firms and startups. By spearheading transformative initiatives, he has played an integral role in reshaping organizational capabilities and enhancing market competitiveness. His contributions have positioned him as a notable figure within venture capital circles, particularly regarding tech-driven investments that align with emerging market trends. Through his leadership, he continues to influence investment strategies focused on pioneering solutions.
Investment Philosophy & Strategy
The technology landscape presents significant avenues for innovation and value creation. James Langer leverages his extensive background to identify emergent trends and actionable investment opportunities within this dynamic sector. His approach emphasizes a deep understanding of disruptive technologies that foster competitive advantages, enabling him to support companies with the potential for substantial growth. By focusing on scaling startups through strategic partnerships and operational efficiencies, he cultivates businesses capable of navigating complex market environments. The commitment to fostering long-term relationships within the venture ecosystem underscores an overarching vision aimed at catalyzing transformative change.
The technology landscape presents significant avenues for innovation and value creation. James Langer leverages his extensive background to identify emergent trends and actionable investment opportunities within this dynamic sector. His approach emphasizes a deep understanding of disruptive technologies that foster competitive advantages, enabling him to support companies with the potential for substantial growth. By focusing on scaling startups through strategic partnerships and operational efficiencies, he cultivates businesses capable of navigating complex market environments. The commitment to fostering long-term relationships within the venture ecosystem underscores an overarching vision aimed at catalyzing transformative change.
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:
33.47%
Gain -0.12%
Monthly
0.35%
Yearly
4.27%
Drawdown
17.52%
$70.89M
Equity
Holdings
$70.89M
Investment
$56.59M
$9.83M
Profit -$87,225.44
Realized
-$4.47M
Unrealized
$14.3M
Dividends
$8.08M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$87,225.44
Win %
71%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$322,495.65
Win %
71%
This Month
Compared to last month
Gain
-0.39%
Profit
-$280,393.29
Win %
71%
This Year
Compared to last year
Gain
9.01%
Profit
$5.86M
Win %
71%
AMD Advanced Micro Devices, Inc.
+3.58%
+$887 
INTC Intel Corporation
+3.3%
+$464.72 
HUBS HubSpot, Inc.
+3.11%
+$69.8 
ISRG Intuitive Surgical, Inc.
+2.33%
+$361.35 
AVGO Broadcom Inc.
+2.24%
+$2,242.35 
LYB LyondellBasell Industries N.V.
+2.2%
+$61.1 
UAL United Airlines Holdings, Inc.
+1.94%
+$129.92 
GEV GE Vernova Inc.
+1.71%
+$307.87 
MSFT Microsoft Corp.
+1.71%
+$4,358.03 
CRM Salesforce Inc
+1.68%
+$143 
MPC Marathon Petroleum Corporation
+1.6%
+$250 
EBAY eBay Inc.
+1.59%
+$126.72 
GOOG Alphabet Inc
+1.53%
+$159.3 
GOOGL Alphabet Inc
+1.46%
+$8,720.4 
NOW ServiceNow, Inc.
+1.45%
+$75 
WDAY Workday Inc.
+1.42%
+$51.5 
PSX Phillips 66
+1.42%
+$511.56 
NOC Northrop Grumman Corporation
+1.39%
+$87.18 
RELX Relx PLC Sponsored ADR
+1.29%
+$122.23 
COP ConocoPhillips
+1.29%
+$96.2 
TMUS T-Mobile US, Inc.
+1.28%
+$73.95 
MELI MercadoLibre, Inc.
+1.26%
+$159.5 
ICE Intercontinental Exchange, Inc.
+1.25%
+$95.98 
FISV Fiserv, Inc.
+1.22%
+$142.06 
CVX Chevron Corporation
+1.19%
+$287.03 
SCHW Charles Schwab Corporation
+1.05%
+$339.19 
PGR Progressive Corporation
+1.04%
+$73.78 
EOG EOG Resources, Inc.
+1.03%
+$56.36 
EQNR Equinor ASA Sponsored ADR
+0.96%
+$61.56 
OMC Omnicom Group Inc.
+0.95%
+$15.6 
CHRD Chord Energy Corp
+0.92%
+$4,307 
XOM Exxon Mobil Corporation
+0.9%
+$610.47 
ABT Abbott Laboratories
+0.89%
+$346.5 
EZPW EzCorp Inc.
+0.86%
+$14,430.32 
XLE Energy Select Sector SPDR Fund
+0.83%
+$3.84 
INTU Intuit Inc.
+0.79%
+$285.82 
IBM International Business Machines Corporation
+0.79%
+$89.04 
FCX Freeport-McMoRan Inc.
+0.73%
+$43.35 
ROST Ross Stores, Inc.
+0.71%
+$41.62 
DD DuPont de Nemours, Inc.
+0.71%
+$23.98 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.68%
+$315.08 
V Visa Inc. Class A
+0.64%
+$613.72 
RTX RTX Corporation
+0.64%
+$66.42 
ANET Arista Networks, Inc.
+0.61%
+$600.3 
HLT Hilton Worldwide Holdings Inc.
+0.61%
+$43.34 
MA Mastercard Incorporated
+0.53%
+$496.51 
DVN Devon Energy Corporation
+0.53%
+$221.03 
GD General Dynamics Corporation
+0.52%
+$167.91 
TJX The TJX Companies, Inc.
+0.52%
+$71.28 
CDNS Cadence Design Systems, Inc.
+0.52%
+$46.44 
BP BP p.l.c. Sponsored ADR
+0.51%
+$52.67 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.5%
+$67.5 
DUK Duke Energy Corporation
+0.5%
+$835.14 
IEMG iShares Core MSCI Emerging Markets ETF
+0.44%
+$5,782.72 
GGAL Grupo Financiero Galicia S.A. ADR
+0.42%
+$20.16 
HON Honeywell International Inc.
+0.42%
+$9.4 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$2,600.54 
CW Curtiss-Wright Corporation
+0.41%
+$6,378.23 
TEL TE Connectivity plc
+0.41%
+$35.69 
QQQM Invesco NASDAQ 100 ETF
+0.41%
+$79.22 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.4%
+$32.3 
VEGN US Vegan Climate ETF
+0.4%
+$1,284.3 
BUD Anheuser-Busch InBev S.A. ADR
+0.39%
+$20.16 
PBI Pitney Bowes Inc.
+0.38%
+$5,360.11 
HAS Hasbro Inc.
+0.37%
+$0.3 
CMCSA Comcast Corp
+0.36%
+$9.43 
META Meta Platforms Inc Class A
+0.35%
+$409.01 
TTD The Trade Desk, Inc. Class A
+0.35%
+$18.59 
WELL Welltower Inc.
+0.33%
+$36.8 
ETN Eaton Corporation plc
+0.31%
+$306.28 
CINF Cincinnati Financial Corporation
+0.29%
+$99.11 
OTIS Otis Worldwide Corporation
+0.27%
+$3.8 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.26%
+$1,300.1 
MMM 3M Company
+0.25%
+$9.6 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.25%
+$179.83 
WDS Woodside Energy Group Ltd American Depositary Receipt
+0.23%
+$10.85 
CGXU Capital Group International Focus Equity ETF
+0.23%
+$11.1 
SLM SLM Corporation
+0.2%
+$1,717.25 
MAR Marriott International Inc. - Class A
+0.19%
+$16.33 
MGK Vanguard Mega Cap Growth ETF
+0.19%
+$8.25 
EWJ iShares MSCI Japan ETF
+0.18%
+$1,037.36 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.18%
+$27.54 
VWO Vanguard FTSE Emerging Markets ETF
+0.17%
+$1.5 
HMC Honda Motor Co., Ltd.
+0.16%
+$7.83 
KO The Coca-Cola Company
+0.14%
+$50.33 
LMT Lockheed Martin Corporation
+0.11%
+$13.92 
TTE TotalEnergies SE
+0.09%
+$6.75 
BSX Boston Scientific Corporation
+0.08%
+$30.73 
JPXN iShares JPX-Nikkei 400 ETF
+0.07%
+$5.11 
PGX Invesco Preferred ETF
+0.07%
+$13.03 
OMF OneMain Holdings Inc.
+0.06%
+$71.86 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.05%
+$770.04 
C Citigroup Inc.
+0.04%
+$5.75 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$163.48 
TXT Textron Inc.
+0.02%
+$0.74 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$2.18 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$6.79 
AL Air Lease Corporation
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MBCN Middlefield Banc Corp
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
VOXP Vox Populi ETF
0%
$0 
CMG Chipotle Mexican Grill, Inc.
-4.14%
-$142.5 
KKR KKR & Co. Inc.
-3.82%
-$169.84 
DHI D.R. Horton, Inc.
-3.39%
-$177.45 
VMC Vulcan Materials Company
-3.15%
-$136.35 
SGC Superior Group of Companies, Inc.
-3.15%
-$20,341.02 
RPM RPM International Inc.
-3.06%
-$526.44 
ORCL Oracle Corporation
-2.95%
-$928.77 
URI United Rentals, Inc.
-2.82%
-$295.2 
BX Blackstone Inc.
-2.77%
-$607.23 
GE General Electric Company
-2.44%
-$1,020 
TSLX Sixth Street Specialty Lending Inc.
-2.41%
-$2,005.92 
MFIC MidCap Financial Investment Corporation
-2.4%
-$1,309.89 
MLM Martin Marietta Materials, Inc.
-2.36%
-$664.5 
AZN AstraZeneca PLC American Depositary Shares
-2.26%
-$2,662.86 
LOW Lowe's Companies Inc.
-2.23%
-$209.25 
KMX CarMax Inc.
-2.2%
-$50.4 
MRP Millrose Properties Inc.
-2.19%
-$19,508.03 
UBS UBS Group AG
-2.18%
-$546.39 
NVS Novartis AG Sponsored ADR
-2.17%
-$79.92 
GWW W.W. Grainger, Inc.
-2.1%
-$146.5 
AAPL Apple Inc.
-2.09%
-$6,379.71 
MRK Merck & Co., Inc.
-2.08%
-$588.3 
DE Deere & Company
-2.05%
-$171.5 
LLY Eli Lilly and Company
-2.04%
-$1,225.53 
NFLX Netflix, Inc.
-1.99%
-$411 
CSWC Capital Southwest Corporation
-1.98%
-$160.8 
CARR Carrier Global Corporation
-1.94%
-$170.24 
MS Morgan Stanley
-1.94%
-$592.14 
BDX Becton, Dickinson and Company
-1.92%
-$58 
HD The Home Depot, Inc.
-1.92%
-$390.6 
LEN Lennar Corporation
-1.92%
-$328.44 
CAT Caterpillar Inc.
-1.9%
-$2,151.72 
SOLS Sollensys Corp
-1.88%
-$5.47 
AMT American Tower Corporation
-1.81%
-$61.6 
LRCX Lam Research Corporation
-1.77%
-$945.2 
MNST Monster Beverage Corporation
-1.73%
-$1,047.8 
DKNG DraftKings Inc.
-1.68%
-$66.36 
PEP PepsiCo, Inc.
-1.68%
-$50.6 
WMT Walmart Inc.
-1.66%
-$547.2 
ORLY O'Reilly Automotive Inc.
-1.61%
-$104.25 
SNY Sanofi American Depositary Receipt
-1.56%
-$188.34 
ANDE The Andersons, Inc.
-1.49%
-$188.8 
KLAC KLA Corporation
-1.48%
-$315.5 
PLD Prologis Inc.
-1.48%
-$139.86 
AIV Apartment Investment and Management Company
-1.45%
-$4.42 
JNJ Johnson & Johnson
-1.43%
-$2,178.22 
CCL Carnival Corporation Ltd.
-1.38%
-$156.95 
ARCC Ares Capital Corporation
-1.36%
-$1,345.24 
DIS The Walt Disney Company
-1.35%
-$3,003.46 
VRTX Vertex Pharmaceuticals Incorporated
-1.32%
-$96.41 
NWG NatWest Group plc Sponsored ADR
-1.31%
-$152.28 
NLY Annaly Capital Management, Inc.
-1.3%
-$541.2 
ALCO Alico Inc.
-1.29%
-$9,856.94 
SAN Banco Santander S.A. Sponsored ADR
-1.29%
-$205.8 
BUSE First Busey Corporation
-1.27%
-$7,887.66 
ED Consolidated Edison, Inc.
-1.25%
-$54.8 
PATK Patrick Industries Inc.
-1.24%
-$7,968.99 
FERG Ferguson Enterprises Inc
-1.23%
-$151.58 
RACE Ferrari N.V.
-1.23%
-$175.37 
WFC Wells Fargo & Company
-1.22%
-$342.4 
NVR NVR, Inc.
-1.19%
-$77.06 
SHEL Shell plc
-1.17%
-$264.45 
ODFL Old Dominion Freight Line, Inc.
-1.14%
-$63.96 
NKE Nike, Inc. - Class B
-1.13%
-$73.26 
BLK BlackRock, Inc.
-1.1%
-$223.44 
LYG Lloyds Banking Group Plc ADR
-1.09%
-$180.12 
MCFT MasterCraft Boat Holdings, Inc.
-1.09%
-$75.92 
NVO Novo Nordisk A/S Sponsored ADR
-1.06%
-$143.38 
CMI Cummins Inc.
-1.05%
-$102.08 
OZK Bank OZK
-1.04%
-$943.92 
KR Kroger Co.
-1.01%
-$54.74 
AON Aon plc
-0.97%
-$229.12 
PG Procter & Gamble Co
-0.96%
-$377.14 
IDXX IDEXX Laboratories, Inc.
-0.93%
-$52.6 
PCAR PACCAR Inc.
-0.93%
-$43.29 
BAC Bank of America Corporation
-0.92%
-$33.9 
DHR Danaher Corporation
-0.92%
-$150.4 
AXP American Express Company
-0.92%
-$153.69 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.87%
-$4,355.3 
SBUX Starbucks Corporation
-0.86%
-$142.87 
PH Parker-Hannifin Corporation
-0.84%
-$592 
TMO Thermo Fisher Scientific Inc.
-0.81%
-$99.47 
MCK McKesson Corporation
-0.81%
-$95.41 
MET MetLife Inc.
-0.81%
-$53.96 
AIG American International Group Inc.
-0.81%
-$48.75 
GILD Gilead Sciences Inc.
-0.8%
-$78.84 
BATRK Atlanta Braves Holdings, Inc.
-0.78%
-$5,836.3 
JPM JPMorgan Chase & Co.
-0.77%
-$731.28 
COST Costco Wholesale Corporation
-0.77%
-$309.81 
COR Cencora, Inc.
-0.74%
-$45.3 
SO The Southern Company
-0.71%
-$71.4 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.71%
-$39,485.07 
BMY Bristol-Myers Squibb Company
-0.7%
-$84.15 
REZI Resideo Technologies Inc.
-0.7%
-$0.75 
TRV The Travelers Companies, Inc.
-0.67%
-$37.2 
CSD Invesco S&P Spin-Off ETF
-0.67%
-$414.5 
TT Trane Technologies plc
-0.67%
-$63 
MSCI MSCI Inc.
-0.66%
-$41.65 
NRIM Northrim BanCorp, Inc.
-0.66%
-$7,984.74 
SLB Schlumberger Limited
-0.65%
-$30.5 
ASML ASML Holding N.V. New York Registry Shares
-0.65%
-$720.96 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.65%
-$6 
DFSV Dimensional US Small Cap Value ETF
-0.63%
-$3,433.25 
UHAL U-Haul Holding Company
-0.63%
-$36.45 
DVY iShares Select Dividend ETF
-0.62%
-$14,181.56 
Q Qnity Electronics Inc.
-0.62%
-$31.08 
AVIV Avantis International Large Cap Value ETF
-0.61%
-$8,149.44 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$18,958.59 
DFGR Dimensional Global Real Estate ETF
-0.58%
-$22.4 
BCO Brink's Company
-0.58%
-$1,615.6 
EFV iShares MSCI EAFE Value ETF
-0.58%
-$25.02 
JCI Johnson Controls International plc
-0.58%
-$60.75 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.57%
-$47.92 
LAND Gladstone Land Corporation
-0.57%
-$276.3 
MRSH Marsh & McLennan Companies, Inc.
-0.56%
-$33.99 
DLS WisdomTree International SmallCap Dividend Fund
-0.56%
-$19.97 
GWX SPDR S&P International Small Cap ETF
-0.55%
-$3.52 
UBER Uber Technologies, Inc.
-0.55%
-$43.56 
PM Philip Morris International Inc.
-0.54%
-$351.52 
MICC The Magnum Ice Cream Company N.V.
-0.54%
-$4.6 
BHP BHP Group Ltd.
-0.53%
-$58.05 
ABBV AbbVie Inc.
-0.52%
-$149.16 
AMGN Amgen Inc.
-0.51%
-$60.16 
DFAS Dimensional U.S. Small Cap ETF
-0.51%
-$965.29 
SCHD Schwab U.S. Dividend Equity ETF
-0.47%
-$24.49 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.46%
-$3.23 
FSTR L.B. Foster Company
-0.45%
-$5,209.8 
MCD McDonald's Corporation
-0.45%
-$172.32 
CSCO Cisco Systems, Inc.
-0.45%
-$157 
IWN iShares Russell 2000 Value ETF
-0.45%
-$425.7 
RELL Richardson Electronics, Ltd.
-0.44%
-$33.75 
CTVA Corteva Inc.
-0.43%
-$163.4 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.42%
-$18 
MGV Vanguard Mega Cap Value ETF
-0.41%
-$197.5 
SPGI S&P Global Inc.
-0.41%
-$18.4 
XLF Financial Select Sector SPDR Fund
-0.4%
-$2.25 
VB Vanguard Small-Cap ETF
-0.38%
-$3.36 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$35,905.86 
REET iShares Global REIT ETF
-0.37%
-$1.89 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$2,082.11 
ATO Atmos Energy Corporation
-0.36%
-$123.19 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.36%
-$238.42 
ING ING Groep N.V. Sponsored ADR
-0.36%
-$34.38 
GLW Corning Incorporated
-0.35%
-$92.22 
HTD John Hancock Tax-Advantaged Dividend Income Fund
-0.35%
-$235.08 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.34%
-$2,164.43 
GT The Goodyear Tire & Rubber Company
-0.34%
-$1,941.7 
XCEM Columbia EM Core ex-China ETF
-0.33%
-$231.72 
AVUV Avantis U.S. Small Cap Value ETF
-0.32%
-$4,509.27 
AMAT Applied Materials, Inc.
-0.32%
-$212.94 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.3%
-$775.94 
SPG Simon Property Group, Inc.
-0.3%
-$38.64 
JEPI JPMorgan Equity Premium Income Fund
-0.29%
-$6.93 
HCA HCA Healthcare Inc.
-0.29%
-$22.68 
VTC Vanguard Total Corporate Bond Fund
-0.29%
-$163.9 
GOVT iShares U.S. Treasury Bond ETF
-0.29%
-$257.14 
VZ Verizon Communications Inc.
-0.28%
-$423.33 
CRWD CrowdStrike Holdings, Inc.
-0.28%
-$34.2 
ADP Automatic Data Processing Inc.
-0.28%
-$43.62 
VEU Vanguard FTSE All-World ex-US ETF
-0.28%
-$8.99 
IWM iShares Russell 2000 ETF
-0.27%
-$1,503.35 
APH Amphenol Corporation
-0.26%
-$34.54 
SAP SAP SE Sponsored ADR
-0.25%
-$22.8 
UL Unilever PLC Sponsored American Depositary Receipt
-0.25%
-$32.24 
VO Vanguard Mid-Cap ETF
-0.24%
-$214.5 
LIN Linde plc
-0.22%
-$122.08 
GLD SPDR Gold Shares
-0.21%
-$358.66 
AJG Arthur J. Gallagher & Co.
-0.2%
-$7.5 
PSQO Palmer Square Credit Opportunities ETF
-0.19%
-$1,042.24 
MSI Motorola Solutions, Inc.
-0.19%
-$109.02 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.18%
-$13.54 
KMB Kimberly-Clark Corporation
-0.17%
-$9.5 
ALC Alcon Inc.
-0.17%
-$24.6 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.17%
-$107.14 
GEHC GE HealthCare Technologies Inc.
-0.15%
-$2.19 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
-0.14%
-$11.62 
MO Altria Group, Inc.
-0.14%
-$115.1 
STT State Street Corp
-0.13%
-$16.08 
SCHB Schwab U.S. Broad Market ETF
-0.12%
-$0.67 
TDAY USA TODAY Co., Inc.
-0.12%
-$0.8 
AMP Ameriprise Financial, Inc.
-0.11%
-$38.35 
MLR Miller Industries Inc.
-0.1%
-$624.3 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$2,114.16 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$2,881.46 
JEF Jefferies Financial Group Inc.
-0.09%
-$741.6 
SSO ProShares Ultra S&P500
-0.09%
-$444 
ADI Analog Devices, Inc.
-0.09%
-$4.29 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.06%
-$9.36 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$2,274.3 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.06%
-$0.4 
VOO Vanguard S&P 500 ETF
-0.05%
-$18.46 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$1.67 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$207.67 
HYBL SPDR Blackstone High Income Fund
-0.04%
-$88.5 
JNK SPDR Bloomberg High Yield Bond ETF
-0.04%
-$52.4 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$238.81 
AB AllianceBernstein Holding L.P.
-0.03%
-$113.73 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$84.67 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$657.62 
SYK Stryker Corporation
-0.02%
-$1.95 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$1.26 
ULST SPDR SSgA Ultra Short Term Bond ETF
-0.01%
-$0.35 
CB Chubb Limited
-0.01%
-$2.32 Events
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Dividends
Dividend Analysis
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| Trades 1632 | Longs Won 968/1632 59% | Profit Factor 1.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $73,025.54 |
| Average Win $24,961.56 | Best Trade (Jul 27) $1.07M | Sharpe Ratio -14.93 |
| Average Loss -$21,588.44 | Worst Trade (Mar 30) -$750,684.9 | Z-Score -3.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $6,022.19 |
| 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 | 3,279 | 2,951 | 2,623 | 2,295 | 1,967 | 1,639 | 1,311 | 984 | 656 | 328 |
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FAQ
Which stocks have generated the highest profits for James Langer?
The largest contributions to the portfolio's profits come from the following stocks: Jefferies Financial Group Inc - $567,973.42, Capital Southwest Corporation - $553,923.83, Avantis International Large Cap Value ETF - $552,194, ProShares S&P 500 Dividend Aristocrats ETF - $542,692.26, and Energy Select Sector SPDR Fund - $506,183.83. 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 Russell 2000 ETF - $1.1M, Salesforce Inc - $644,244.1, Alphabet Inc - $542,470.03, Ball Corp - $529,560, and Danaher Corporation - $367,414.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James Langer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.08M earned over time. The largest contributors to dividend income include iShares Preferred and Income Securities ETF - $729,585.65, Invesco S&P 500 Equal Weight ETF - $647,477.26, Vanguard Short-Term Corporate Bond ETF - $477,638.51, Capital Southwest Corporation - $428,850.68, and ProShares S&P 500 Dividend Aristocrats ETF - $330,526.14. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James Langer's monthly returns?
James Langer'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 James Langer's strategy be considered aggressive or moderate?
James Langer'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 James Langer's strategy?
James Langer's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
