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:
41.1%
Gain -0.91%
Monthly
0.26%
Yearly
3.11%
Drawdown
18.62%
$69.07M
Equity
Holdings
$69.07M
Investment
$56.59M
$6.74M
Profit -$608,762.79
Realized
-$5.74M
Unrealized
$12.48M
Dividends
$8.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$608,762.79
Win %
70%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$190,813.7
Win %
70%
This Month
Compared to last month
Gain
0.61%
Profit
$417,354.69
Win %
70%
This Year
Compared to last year
Gain
6.21%
Profit
$4.04M
Win %
70%
SLB SLB N.V.
+6.37%
+$315.5 
CRWD CrowdStrike Holdings, Inc.
+6.09%
+$870 
EQNR Equinor ASA Sponsored ADR
+4.84%
+$383.89 
CHRD Chord Energy Corporation
+4.75%
+$26,097.5 
DVN Devon Energy Corporation
+4.21%
+$1,989.27 
COP ConocoPhillips
+3.73%
+$353.59 
AMT American Tower Corporation
+3.71%
+$134.6 
EOG EOG Resources, Inc.
+3.5%
+$215.28 
WDS Woodside Energy Group Ltd ADR
+2.97%
+$147.56 
ISRG Intuitive Surgical Inc.
+2.82%
+$563.85 
XLE State Street Energy Select Sector SPDR ETF
+2.44%
+$13.2 
GGAL Grupo Financiero Galicia S.A. ADR
+2.38%
+$82.56 
CVX Chevron Corporation
+2.38%
+$695.31 
LMT Lockheed Martin Corporation
+2.29%
+$323.52 
TTE TotalEnergies SE
+2.28%
+$186.3 
BP BP Plc Sponsored ADR
+2.23%
+$273.18 
XOM ExxonMobil Holdings Corporation
+2.17%
+$1,774.04 
BCO The Brink's Company
+2.11%
+$5,412.26 
OZK Bank OZK
+1.97%
+$1,711.47 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+1.95%
+$531.48 
CDNS Cadence Design Systems, Inc.
+1.81%
+$151.2 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+1.77%
+$140.25 
ORCL Oracle Corporation
+1.67%
+$521.65 
APH Amphenol Corp. Class A Common Stock
+1.6%
+$411.84 
AMD Advanced Micro Devices Inc.
+1.44%
+$366 
INTC Intel Corporation
+1.44%
+$182.17 
CSCO Cisco Systems, Inc.
+1.36%
+$449.02 
AMAT Applied Materials Inc.
+1.18%
+$558.61 
ANET Arista Networks Inc.
+1.15%
+$1,139.7 
LYB LyondellBasell Industries N.V.
+1.12%
+$34.31 
GLW Corning Incorporated
+1.1%
+$231.2 
ADI Analog Devices, Inc.
+1.08%
+$54.08 
HUBS HubSpot, Inc. Common Stock
+1.03%
+$27.6 
FCX Freeport-McMoRan Inc.
+1.02%
+$67.32 
HCA HCA Healthcare, Inc.
+0.98%
+$96.5 
JCI Johnson Controls International plc
+0.88%
+$94.12 
ASML ASML Holding N.V. NY Registered Shares
+0.81%
+$812.48 
MSFT Microsoft Corporation Common Stock
+0.76%
+$2,583.02 
ABT Abbott Laboratories
+0.68%
+$269.5 
RELL Richardson Electronics, Ltd.
+0.6%
+$47.25 
LRCX Lam Research Corp.
+0.48%
+$188.7 
DD DuPont de Nemours, Inc.
+0.47%
+$15.98 
HON Honeywell International Inc.
+0.47%
+$10.2 
AVGO Broadcom Inc.
+0.47%
+$406.35 
LAND Gladstone Land Corporation
+0.46%
+$221.04 
NOW ServiceNow Inc.
+0.41%
+$32.5 
Q Qnity Electronics Inc.
+0.4%
+$15.91 
SYK Stryker Corp.
+0.29%
+$26.7 
ABBV AbbVie Inc.
+0.23%
+$73.45 
CMI Cummins Inc.
+0.22%
+$17.25 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$1,402.97 
IBM International Business Machines Corporation
+0.21%
+$28.09 
GEV GE Vernova Inc.
+0.14%
+$19.72 
QQQM Invesco NASDAQ 100 ETF
+0.13%
+$26.18 
IEMG iShares Core MSCI Emerging Markets ETF
+0.11%
+$1,445.68 
FERG Ferguson Enterprises Inc.
+0.08%
+$10.07 
BHP BHP Group Ltd. Sponsored ADR
+0.05%
+$5.4 
XCEM Columbia EM Core ex-China ETF
+0.03%
+$22.43 
TFLO iShares Treasury Floating Rate Bond ETF
+0.03%
+$44.3 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$6.54 
ULST State Street Ultra Short Term Bond ETF
+0.01%
+$0.34 
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 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
VOXP Vox Populi ETF
0%
$0 
SLM SLM Corp.
-11.9%
-$88,953.55 
TMUS T-Mobile US Inc.
-6.05%
-$288 
MET MetLife, Inc.
-4.9%
-$360.32 
EZPW EZCORP, Inc. Class A Non-Voting Common Stock
-4.39%
-$67,372.83 
ODFL Old Dominion Freight Line, Inc.
-4.11%
-$187.2 
NCLH Norwegian Cruise Line Holdings Ltd.
-3.96%
-$15,991.23 
AXP American Express Company
-3.94%
-$601.6 
GT The Goodyear Tire & Rubber Company
-3.84%
-$13,203.56 
CCL Carnival Corporation Ltd.
-3.77%
-$438.6 
KMX CarMax Inc.
-3.62%
-$76.8 
NVS Novartis AG Sponsored ADR
-3.45%
-$129.36 
UAL United Airlines Holdings, Inc.
-3.43%
-$203 
MLR Miller Industries, Inc.
-3.38%
-$22,100.22 
PATK Patrick Industries, Inc.
-2.99%
-$15,353.1 
FISV Fiserv, Inc.
-2.93%
-$344.17 
HD The Home Depot, Inc.
-2.93%
-$575.4 
RPM RPM International Inc.
-2.9%
-$482.98 
LOW Lowe's Companies, Inc.
-2.89%
-$265.95 
CMG Chipotle Mexican Grill, Inc.
-2.84%
-$80 
PEP PepsiCo, Inc.
-2.77%
-$84.7 
MCFT MasterCraft Boat Holdings, Inc.
-2.71%
-$153.45 
OMF OneMain Holdings, Inc.
-2.67%
-$3,130.82 
ROST Ross Stores Inc.
-2.56%
-$151.5 
KMB Kimberly-Clark Corporation
-2.53%
-$142 
JEF Jefferies Financial Group Inc.
-2.48%
-$16,760.16 
BLK BlackRock, Inc.
-2.46%
-$531.72 
CAT Caterpillar Inc.
-2.43%
-$2,209.77 
KO The Coca-Cola Company
-2.43%
-$1,062.56 
INTU Intuit Inc.
-2.43%
-$1,068.88 
GE General Electric Company
-2.38%
-$840 
LLY Eli Lilly and Company
-2.38%
-$1,589.67 
CTVA Corteva Inc.
-2.37%
-$131.15 
BMY Bristol-Myers Squibb Company
-2.28%
-$284.13 
PG The Procter & Gamble Company
-2.24%
-$960.87 
UBER Uber Technologies Inc.
-2.23%
-$169.4 
MNST Monster Beverage Corporation
-2.21%
-$1,295.8 
ING ING Groep N.V. Sponsored ADR
-2.17%
-$210.79 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
-2.17%
-$1,010.45 
PCAR PACCAR Inc.
-2.1%
-$85.1 
MCD McDonald's Corporation
-2.07%
-$747.89 
TSLX Sixth Street Specialty Lending, Inc.
-2.04%
-$1,695.48 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-2.04%
-$10,102.5 
MA Mastercard Inc. Class A Common Stock
-2.03%
-$2,226.51 
UHAL U-Haul Holding Company
-2.01%
-$92.34 
SGC Superior Group of Companies, Inc.
-2%
-$12,592.06 
MO Altria Group, Inc.
-1.99%
-$1,738.01 
CB Chubb Limited
-1.98%
-$417.6 
AIG American International Group, Inc.
-1.92%
-$119.25 
VMC Vulcan Materials Co.
-1.86%
-$74.85 
BX Blackstone Inc.
-1.84%
-$378.87 
TDAY USA TODAY Co., Inc.
-1.78%
-$10 
JNJ Johnson & Johnson
-1.77%
-$2,859.49 
KKR Korro Bio, Inc.
-1.77%
-$72.38 
NKE Nike, Inc. Class B Common Stock
-1.76%
-$99.9 
RTX RTX Corporation
-1.75%
-$183.6 
PH Parker-Hannifin Corporation
-1.69%
-$1,115.92 
KR The Kroger Co.
-1.69%
-$105.34 
MS Morgan Stanley Common Stock
-1.69%
-$440.2 
ORLY O'Reilly Automotive Inc.
-1.69%
-$116.25 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.69%
-$135.3 
VZ Verizon Communications Inc.
-1.67%
-$2,585.87 
TXT Textron Inc.
-1.64%
-$47.36 
JPM JPMorgan Chase & Co.
-1.64%
-$1,527.66 
COR Cencora Inc.
-1.62%
-$110 
HLT Hilton Worldwide Holdings Inc.
-1.6%
-$125.84 
CW Curtiss-Wright Corporation
-1.59%
-$16,695.96 
AON Aon plc Class A
-1.59%
-$312.32 
MLM Martin Marietta Materials, Inc.
-1.59%
-$410.5 
MRK Merck & Co., Inc.
-1.53%
-$499.5 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-1.53%
-$83.52 
C Citigroup Inc.
-1.53%
-$215.05 
AIV Apartment Investment and Management Co. Class A
-1.52%
-$2.8 
NWG NatWest Group plc Sponsored ADR
-1.5%
-$165.24 
UL Unilever PLC Sponsored ADR
-1.5%
-$209.04 
SMFG Sumitomo Mitsui Financial Group Inc. Sponsored ADR
-1.49%
-$194.4 
HMC Honda Motor Co Ltd Sponsored ADR
-1.48%
-$88.74 
V Visa Inc. Class A
-1.46%
-$1,620.06 
MRSH Marsh & McLennan Companies, Inc.
-1.44%
-$94.71 
PBI Pitney Bowes Inc.
-1.4%
-$18,760.38 
XLF State Street Financial Select Sector SPDR ETF
-1.4%
-$7.9 
LYG Lloyds Banking Group plc ADR
-1.39%
-$207.82 
URI United Rentals Inc.
-1.37%
-$152.5 
CRM Salesforce, Inc.
-1.37%
-$171.5 
AMGN Amgen Inc. Common Stock
-1.37%
-$195.52 
COST Costco Wholesale Corp
-1.34%
-$588.67 
TRV The Travelers Companies, Inc.
-1.34%
-$81.6 
SBUX Starbucks Corp.
-1.31%
-$210.38 
CINF Cincinnati Financial Corporation
-1.31%
-$436.44 
WMT Walmart Inc.
-1.3%
-$453.6 
FSTR L.B. Foster Company
-1.29%
-$12,476.1 
RACE Ferrari N.V.
-1.28%
-$193.8 
SOLS Sollensys Corp
-1.26%
-$3.77 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.22%
-$70,195.68 
AMP Ameriprise Financial Inc.
-1.21%
-$391.95 
AJG Arthur J. Gallagher & Co.
-1.17%
-$47.55 
TJX The TJX Companies, Inc.
-1.15%
-$149.6 
DHR Danaher Corp.
-1.15%
-$210.4 
SO The Southern Company
-1.14%
-$111.83 
SNY Sanofi ADR
-1.13%
-$128.72 
MAR Marriott International, Inc. Class A Common Stock
-1.11%
-$101.43 
MSCI MSCI Inc.
-1.1%
-$68.4 
NLY Annaly Capital Management, Inc.
-1.09%
-$360.8 
PGR The Progressive Corporation
-1.09%
-$85.17 
NFLX Netflix Inc.
-1.06%
-$213 
UBS UBS Group AG
-1.03%
-$230.37 
MELI MercadoLibre Inc.
-1.03%
-$132.02 
DVY iShares Select Dividend ETF
-1.03%
-$23,635.92 
WFC Wells Fargo & Company
-1.02%
-$272.03 
BSX Boston Scientific Corp.
-1.02%
-$412.66 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-1.02%
-$156.06 
SCHW The Charles Schwab Corporation
-1.02%
-$294.81 
SAN Banco Santander, S.A. Sponsored ADR
-1.01%
-$152.88 
ADP Automatic Data Processing Inc.
-1.01%
-$189.1 
ED Consolidated Edison Inc.
-1.01%
-$45.63 
MCK McKesson Corporation
-1%
-$142.38 
ARCC Ares Capital Corp.
-0.98%
-$957.19 
BUSE First Busey Corporation
-0.98%
-$6,227.1 
NVO Novo Nordisk A/S Sponsored ADR
-0.96%
-$101.84 
SAP SAP SE Sponsored ADR
-0.94%
-$129.39 
TMO Thermo Fisher Scientific Inc.
-0.94%
-$146.85 
BRK-B Berkshire Hathaway Inc.
-0.93%
-$8,366.76 
TTD The Trade Desk, Inc. Class A Common Stock
-0.91%
-$34.32 
MMM 3M Company
-0.91%
-$38.16 
PM Philip Morris International Inc.
-0.9%
-$615.16 
BAC Bank of America Corporation
-0.89%
-$27.3 
SSO ProShares Ultra S&P 500
-0.87%
-$4,477 
EBAY eBay Inc.
-0.87%
-$75.26 
AZN AstraZeneca PLC American Depositary Shares
-0.86%
-$1,033.05 
SPGI S&P Global Inc.
-0.84%
-$38.15 
AB AllianceBernstein Holding L.P.
-0.84%
-$3,355.03 
DUK Duke Energy Corporation
-0.84%
-$1,414.35 
CMCSA Comcast Corp. Class A Common Stock
-0.83%
-$21.08 
ANDE The Andersons, Inc.
-0.83%
-$86.4 
BDX Becton, Dickinson and Company
-0.81%
-$30.81 
ATO Atmos Energy Corporation
-0.8%
-$265.49 
GLD SPDR Gold Shares
-0.79%
-$1,325.68 
RSP Invesco S&P 500 Equal Weight ETF
-0.78%
-$76,271.13 
MFIC MidCap Financial Investment Corporation
-0.77%
-$362.31 
AVIV Avantis International Large Cap Value ETF
-0.77%
-$10,441.47 
VYM Vanguard High Dividend Yield ETF
-0.71%
-$4,093.64 
MRP Millrose Properties, Inc.
-0.71%
-$5,141.65 
JEPI JPMorgan Equity Premium Income ETF
-0.71%
-$17.01 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.7%
-$4,522.7 
MGV Vanguard Mega Cap Value ETF
-0.69%
-$344.52 
DFAS Dimensional U.S. Small Cap ETF
-0.67%
-$1,232.78 
CSWC Capital Southwest Corporation
-0.67%
-$50.25 
EWJ iShares MSCI Japan ETF
-0.67%
-$3,960.81 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.67%
-$440.16 
DFAI Dimensional International Core Equity Market ETF
-0.65%
-$20,893.14 
NVR NVR Inc.
-0.65%
-$39.5 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.63%
-$54.67 
STT State Street Corporation Common Stock
-0.62%
-$69.34 
IDXX IDEXX Laboratories, Inc.
-0.61%
-$34.73 
NOC Northrop Grumman Corporation
-0.6%
-$39.9 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.59%
-$44.78 
OMC Omnicom Group Inc.
-0.59%
-$9.7 
JPXN iShares JPX-Nikkei 400 ETF
-0.59%
-$43.8 
AAPL Apple Inc.
-0.58%
-$1,855.42 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.57%
-$511.5 
DIS The Walt Disney Company
-0.57%
-$1,461.76 
PLD Prologis, Inc.
-0.55%
-$44.1 
SCHD Schwab U.S. Dividend Equity ETF
-0.55%
-$30.81 
CGXU Capital Group International Focus Equity ETF
-0.55%
-$25.9 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.55%
-$385.35 
GOOGL Alphabet Inc
-0.53%
-$2,967 
META Meta Platforms Inc Class A
-0.52%
-$599.65 
CARR Carrier Global Corp.
-0.51%
-$37.12 
GWW W.W. Grainger Inc.
-0.51%
-$34.87 
SPG Simon Property Group Inc.
-0.49%
-$58.8 
ALC Alcon Inc.
-0.48%
-$69.7 
VB Vanguard Small-Cap ETF
-0.48%
-$4.16 
REET iShares Global REIT ETF
-0.48%
-$2.25 
EFV iShares MSCI EAFE Value ETF
-0.47%
-$20.62 
DKNG DraftKings Inc. Class A Common Stock
-0.45%
-$15.01 
ICE Intercontinental Exchange, Inc.
-0.45%
-$40.7 
SPY State Street SPDR S&P 500 ETF Trust
-0.45%
-$18,681.86 
GWX SPDR S&P International Small Cap ETF
-0.45%
-$3 
VTI Vanguard Total Stock Market ETF
-0.45%
-$68.88 
GOOG Alphabet Inc
-0.43%
-$40.95 
LIN Linde plc
-0.42%
-$236.53 
VOO Vanguard S&P 500 ETF
-0.41%
-$150.28 
GD General Dynamics Corp.
-0.41%
-$125.28 
SONY Sony Group Corp. Sponsored ADR
-0.4%
-$39.9 
NRIM Northrim Bancorp, Inc. Common Stock
-0.39%
-$4,156.44 
REZI Resideo Technologies Inc.
-0.39%
-$0.21 
KLAC KLA Corporation
-0.39%
-$58 
DLS WisdomTree International SmallCap Dividend Fund
-0.39%
-$14.07 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.39%
-$2.55 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.38%
-$2.84 
WELL Welltower Inc.
-0.38%
-$41.4 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.37%
-$12 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.35%
-$15 
HTD John Hancock Tax-Advantaged Dividend Income Fund
-0.35%
-$208.96 
DFSV Dimensional US Small Cap Value ETF
-0.35%
-$1,853.95 
RELX RELX PLC American Depositary Receipt
-0.34%
-$39.34 
IWM iShares Russell 2000 ETF
-0.33%
-$1,750.78 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.33%
-$3 
OTIS Otis Worldwide Corporation
-0.32%
-$4.66 
SCHB Schwab U.S. Broad Market ETF
-0.32%
-$1.8 
VTC Vanguard Total Corporate Bond ETF
-0.28%
-$153.1 
IWN iShares Russell 2000 Value ETF
-0.27%
-$247.25 
TEL TE Connectivity plc
-0.27%
-$23.86 
VWO Vanguard FTSE Emerging Markets ETF
-0.26%
-$2.25 
AVUV Avantis U.S. Small Cap Value ETF
-0.26%
-$3,562.88 
MSI Motorola Solutions, Inc.
-0.25%
-$166.98 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.23%
-$580.32 
DHI D.R. Horton, Inc.
-0.23%
-$12.07 
HYBL State Street Blackstone High Income ETF
-0.22%
-$531 
HAS Hasbro Inc.
-0.21%
-$0.25 
MPC Marathon Petroleum Corp.
-0.2%
-$47 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.2%
-$2,983.87 
SPHY SPDR Portfolio High Yield Bond ETF
-0.2%
-$761.99 
BATRK Atlanta Braves Holdings Inc. Series C Common Stock
-0.18%
-$1,310.22 
JNK State Street SPDR Bloomberg High Yield Bond ETF
-0.16%
-$217.06 
PFF iShares Preferred and Income Securities ETF
-0.16%
-$3,171.24 
PGX Invesco Preferred ETF
-0.15%
-$27.91 
WDAY Workday Inc Class A Common Stock
-0.15%
-$7.75 
GOVT iShares U.S. Treasury Bond ETF
-0.14%
-$118.68 
CSD Invesco S&P Spin-Off ETF
-0.12%
-$65.69 
GILD Gilead Sciences Inc.
-0.11%
-$12.41 
GEHC GE HealthCare Technologies Inc.
-0.1%
-$1.73 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.1%
-$66.62 
TT Trane Technologies plc
-0.1%
-$8.6 
DFGR Dimensional Global Real Estate ETF
-0.09%
-$3.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$2,470.91 
ALCO Alico Inc.
-0.08%
-$557.98 
VEGN US Vegan Climate ETF
-0.08%
-$256.86 
LEN Lennar Corp. Class A Common Stock
-0.07%
-$12.24 
MGK Vanguard Mega Cap Growth ETF
-0.07%
-$3 
SRLN State Street Blackstone Senior Loan ETF
-0.06%
-$287.82 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
-0.05%
-$3.78 
PSQO Palmer Square Credit Opportunities ETF
-0.05%
-$260.56 
FLTR VanEck IG Floating Rate ETF
-0.05%
-$245.05 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$986.43 
DE Deere & Company
-0.01%
-$1.26 
ETN Eaton Corporation plc
-0.01%
-$12.35 
PSX Phillips 66
-0.01%
-$6.96 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$0.18 Events
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Dividends
Dividend Analysis
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| Trades 1632 | Longs Won 984/1632 60% | Profit Factor 1.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $72,810 |
| Average Win $23,606.67 | Best Trade (Oct 23) $1.13M | Sharpe Ratio -14.93 |
| Average Loss -$25,445.39 | Worst Trade (Mar 30) -$750,684.9 | Z-Score 1.25 (78.71%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1d | Expectancy $4,130.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,717 | 2,446 | 2,174 | 1,902 | 1,630 | 1,359 | 1,087 | 815 | 543 | 272 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 914 | $187,525.38 | $316,417.66 | - | $128,892.28 | 68.73% | -0.583% |
| AB AllianceBernstein Holding L.P. | 11,373 | $552,121.32 | $396,178.45 | - | -$155,942.87 | -28.24% | -0.84% |
| ABBV AbbVie Inc. | 113 | $24,510.9 | $32,299.92 | - | $7,789.02 | 31.78% | +0.228% |
| ABT Abbott Laboratories | 385 | $51,231.5 | $39,735.85 | - | -$11,495.65 | -22.44% | +0.683% |
| ADI Analog Devices, Inc. | 13 | $2,621.71 | $5,068.96 | - | $2,447.25 | 93.35% | +1.078% |
| ADP Automatic Data Processing Inc. | 61 | $18,261.1 | $18,595.24 | - | $334.14 | 1.83% | -1.007% |
| AIG American International Group, Inc. | 75 | $6,439.5 | $6,108 | - | -$331.5 | -5.15% | -1.915% |
| AIV Apartment Investment and Management Co. Class A | 112 | $985.6 | $180.88 | - | -$804.72 | -81.65% | -1.524% |
| AJG Arthur J. Gallagher & Co. | 15 | $4,801.8 | $4,017.15 | - | -$784.65 | -16.34% | -1.17% |
| AL Air Lease Corporation | 7,242 | $380.82 | $465.15 | - | $84.33 | 22.14% | 0.0 |
| ALC Alcon Inc. | 205 | $18,097.4 | $14,409.45 | - | -$3,687.95 | -20.38% | -0.481% |
| ALCO Alico Inc. | 18,598 | $530,136.83 | $689,055.9 | - | $158,919.07 | 29.98% | -0.081% |
| AMAT Applied Materials Inc. | 126 | $23,066.82 | $47,881.69 | - | $24,814.87 | 107.58% | +1.18% |
| AMD Advanced Micro Devices Inc. | 50 | $5,137 | $25,762.5 | - | $20,625.5 | 401.51% | +1.441% |
| AMGN Amgen Inc. Common Stock | 32 | $8,934.72 | $14,117.44 | - | $5,182.72 | 58.01% | -1.366% |
| AMP Ameriprise Financial Inc. | 65 | $34,692.45 | $31,902 | - | -$2,790.45 | -8.04% | -1.214% |
| AMT American Tower Corporation | 20 | $4,352 | $3,766 | - | -$586 | -13.47% | +3.707% |
| ANDE The Andersons, Inc. | 160 | $6,868.8 | $10,329.6 | - | $3,460.8 | 50.38% | -0.829% |
| ANET Arista Networks Inc. | 580 | $59,339.8 | $100,360.3 | - | $41,020.5 | 69.13% | +1.149% |
| AON Aon plc Class A | 64 | $22,832.64 | $19,322.88 | - | -$3,509.76 | -15.37% | -1.591% |
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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 - $573,906.22, ProShares S&P 500 Dividend Aristocrats ETF - $570,602.56, Avantis International Large Cap Value ETF - $556,822.2, Capital Southwest Corporation - $554,203.09, and State Street Energy Select Sector SPDR ETF - $506,186.87. 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 - $1.09M, Salesforce, Inc - $644,242.9, Alphabet Inc - $542,463.43, Ball Corporation - $529,560, and Danaher Corp - $367,113.53. 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 $8.51M earned over time. The largest contributors to dividend income include iShares Preferred and Income Securities ETF - $761,224.76, Invesco S&P 500 Equal Weight ETF - $682,936.65, Vanguard Short-Term Corporate Bond ETF - $511,759.88, Capital Southwest Corporation - $429,129.94, and ProShares S&P 500 Dividend Aristocrats ETF - $358,436.44. 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.
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