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:
37.11%
Gain -1.1%
Monthly
0.31%
Yearly
3.77%
Drawdown
18.62%
$70.79M
Equity
Holdings
$70.79M
Investment
$56.59M
$8.46M
Profit -$766,693.69
Realized
-$5.74M
Unrealized
$14.19M
Dividends
$8.28M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.1%
Profit
-$766,693.69
Win %
70%
This Week
Compared To Last Week
Gain
-1.66%
Profit
-$1.2M
Win %
70%
This Month
Compared to last month
Gain
-1.13%
Profit
-$810,816.22
Win %
70%
This Year
Compared to last year
Gain
8.85%
Profit
$5.76M
Win %
70%
ETN Eaton Corporation plc
+7.32%
+$6,992.57 
GOOG Alphabet Inc
+6.88%
+$689.1 
GOOGL Alphabet Inc
+6.73%
+$38,648.4 
ANET Arista Networks, Inc.
+5.46%
+$5,411.4 
SOLS Sollensys Corp
+4.84%
+$13.9 
FERG Ferguson Enterprises Inc
+3.52%
+$422.41 
TT Trane Technologies plc
+3.33%
+$293.4 
META Meta Platforms Inc Class A
+3.28%
+$3,164.72 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$338.4 
MSFT Microsoft Corp.
+3.02%
+$8,839.37 
LYB LyondellBasell Industries N.V.
+2.71%
+$77.08 
CVX Chevron Corporation
+2.35%
+$583.08 
ORLY O'Reilly Automotive Inc.
+2.28%
+$149.25 
BP BP p.l.c. Sponsored ADR
+2.26%
+$245 
GLW Corning Incorporated
+2.24%
+$515.1 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$265.68 
EOG EOG Resources, Inc.
+2.19%
+$124.02 
DVN Devon Energy Corporation
+2.17%
+$922.56 
CDNS Cadence Design Systems, Inc.
+2.16%
+$194.4 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$186.2 
CSCO Cisco Systems, Inc.
+2.14%
+$763.02 
EZPW EzCorp Inc.
+2.09%
+$31,858.47 
GWW W.W. Grainger, Inc.
+1.97%
+$133.65 
JCI Johnson Controls International plc
+1.93%
+$208.5 
CRM Salesforce Inc
+1.83%
+$165.5 
HUBS HubSpot, Inc.
+1.83%
+$42.6 
ORCL Oracle Corporation
+1.81%
+$575.19 
HCA HCA Healthcare Inc.
+1.72%
+$142.8 
CINF Cincinnati Financial Corporation
+1.69%
+$551.65 
SHEL Shell plc
+1.62%
+$379.26 
BSX Boston Scientific Corporation
+1.59%
+$640.94 
CHRD Chord Energy Corp
+1.54%
+$7,774.5 
VZ Verizon Communications Inc.
+1.52%
+$2,397.5 
SAP SAP SE Sponsored ADR
+1.51%
+$156.18 
LMT Lockheed Martin Corporation
+1.5%
+$207.12 
NOC Northrop Grumman Corporation
+1.43%
+$91.56 
PH Parker-Hannifin Corporation
+1.43%
+$1,016.76 
GE General Electric Company
+1.42%
+$603.6 
WDAY Workday Inc.
+1.41%
+$55.75 
SLB Schlumberger Limited
+1.39%
+$68 
KLAC KLA Corporation
+1.38%
+$249 
SSO ProShares Ultra S&P500
+1.35%
+$6,586.01 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$214.2 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.27%
+$924.84 
CMCSA Comcast Corp
+1.23%
+$32.18 
COP ConocoPhillips
+1.22%
+$94.25 
WFC Wells Fargo & Company
+1.19%
+$326.4 
AMAT Applied Materials, Inc.
+1.18%
+$743.4 
MSI Motorola Solutions, Inc.
+1.14%
+$680.34 
AIV Apartment Investment and Management Company
+1.13%
+$3.36 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$47.5 
NOW ServiceNow, Inc.
+1.05%
+$58 
CW Curtiss-Wright Corporation
+1.02%
+$16,199.45 
XLE Energy Select Sector SPDR Fund
+1%
+$4.72 
URI United Rentals, Inc.
+0.99%
+$106.3 
ADP Automatic Data Processing Inc.
+0.98%
+$157.99 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$8.4 
TTE TotalEnergies SE
+0.95%
+$74.7 
VOXP Vox Populi ETF
+0.95%
+$6,447.53 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$63.27 
RELL Richardson Electronics, Ltd.
+0.88%
+$72 
SCHW Charles Schwab Corporation
+0.87%
+$288.47 
IBM International Business Machines Corporation
+0.86%
+$101.23 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$598 
GEV GE Vernova Inc.
+0.85%
+$141.27 
BCO Brink's Company
+0.83%
+$2,238.76 
MCD McDonald's Corporation
+0.82%
+$314.6 
MPC Marathon Petroleum Corporation
+0.76%
+$119.5 
MLR Miller Industries Inc.
+0.74%
+$4,619.82 
STT State Street Corp
+0.73%
+$89.78 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$9,524.43 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$28,916.26 
VOO Vanguard S&P 500 ETF
+0.71%
+$252.72 
CAT Caterpillar Inc.
+0.7%
+$731.43 
BMY Bristol-Myers Squibb Company
+0.69%
+$89.1 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$131.92 
CARR Carrier Global Corporation
+0.68%
+$53.76 
NRIM Northrim BanCorp, Inc.
+0.68%
+$7,875.36 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+0.66%
+$55.5 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,044.84 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$4.48 
SLM SLM Corporation
+0.62%
+$5,495.2 
OZK Bank OZK
+0.61%
+$541.88 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$3.23 
MO Altria Group, Inc.
+0.57%
+$448.89 
APH Amphenol Corporation
+0.55%
+$77.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$79.54 
PSX Phillips 66
+0.51%
+$187.92 
Q Qnity Electronics Inc.
+0.51%
+$24.42 
HON Honeywell International Inc.
+0.47%
+$11.4 
KKR KKR & Co. Inc.
+0.45%
+$19.8 
SNY Sanofi American Depositary Receipt
+0.44%
+$51.49 
EBAY eBay Inc.
+0.43%
+$34.79 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$21.76 
RTX RTX Corporation
+0.39%
+$45.36 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$54 
AVGO Broadcom Inc.
+0.37%
+$388.8 
PG Procter & Gamble Co
+0.37%
+$138.33 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,063.42 
OTIS Otis Worldwide Corporation
+0.36%
+$4.94 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$27.04 
BAC Bank of America Corporation
+0.36%
+$13.2 
WDS Woodside Energy Group Ltd American Depositary Receipt
+0.34%
+$17.36 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$7.98 
GD General Dynamics Corporation
+0.32%
+$106.14 
MRK Merck & Co., Inc.
+0.32%
+$91.02 
VEGN US Vegan Climate ETF
+0.28%
+$899.02 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$1,744.47 
JPM JPMorgan Chase & Co.
+0.27%
+$260.38 
AMP Ameriprise Financial, Inc.
+0.25%
+$89.7 
SO The Southern Company
+0.21%
+$21 
JNJ Johnson & Johnson
+0.21%
+$319.06 
ADI Analog Devices, Inc.
+0.2%
+$9.62 
CMI Cummins Inc.
+0.19%
+$18.3 
INTU Intuit Inc.
+0.18%
+$70.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$9.48 
MS Morgan Stanley
+0.17%
+$51.12 
CB Chubb Limited
+0.15%
+$30.74 
CCL Carnival Corporation Ltd.
+0.14%
+$17.2 
MMM 3M Company
+0.12%
+$5.04 
AB AllianceBernstein Holding L.P.
+0.11%
+$454.92 
BDX Becton, Dickinson and Company
+0.1%
+$3.24 
ISRG Intuitive Surgical, Inc.
+0.1%
+$16.2 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$2,114.16 
C Citigroup Inc.
+0.1%
+$14.95 
WMT Walmart Inc.
+0.09%
+$28.8 
ABT Abbott Laboratories
+0.09%
+$34.65 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$415.34 
BATRK Atlanta Braves Holdings, Inc.
+0.06%
+$436.74 
HYBL SPDR Blackstone High Income Fund
+0.05%
+$132.75 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$2.7 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$169.33 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$445.36 
DIS The Walt Disney Company
+0.03%
+$68.52 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$115.13 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$29.94 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$4.36 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$192.51 
AL Air Lease Corporation
0%
$0 
CSWC Capital Southwest 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 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
CTVA Corteva Inc.
-11.9%
-$4,570.9 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$1,214.04 
AAPL Apple Inc.
-7.35%
-$22,411.28 
SYK Stryker Corporation
-6.42%
-$670.2 
LIN Linde plc
-5.95%
-$3,298.34 
GGAL Grupo Financiero Galicia S.A. ADR
-3.56%
-$176.64 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$130 
PBI Pitney Bowes Inc.
-3.36%
-$46,709.53 
SGC Superior Group of Companies, Inc.
-3.27%
-$19,372.4 
RELX Relx PLC Sponsored ADR
-3.25%
-$334.39 
MCFT MasterCraft Boat Holdings, Inc.
-3%
-$206.46 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$386.88 
MLM Martin Marietta Materials, Inc.
-2.75%
-$743 
AJG Arthur J. Gallagher & Co.
-2.75%
-$105.6 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$44.16 
ABBV AbbVie Inc.
-2.51%
-$731.11 
KMX CarMax Inc.
-2.45%
-$57.6 
ICE Intercontinental Exchange, Inc.
-2.42%
-$208.45 
NVR NVR, Inc.
-2.25%
-$141.63 
TXT Textron Inc.
-2.1%
-$67.71 
LAND Gladstone Land Corporation
-2.05%
-$939.42 
NFLX Netflix, Inc.
-2%
-$438 
HMC Honda Motor Co., Ltd.
-1.99%
-$106.14 
AMD Advanced Micro Devices, Inc.
-1.9%
-$462 
GT The Goodyear Tire & Rubber Company
-1.84%
-$10,096.84 
UAL United Airlines Holdings, Inc.
-1.8%
-$129.34 
PATK Patrick Industries Inc.
-1.73%
-$10,600.95 
DHI D.R. Horton, Inc.
-1.7%
-$86.45 
LEN Lennar Corporation
-1.67%
-$285.6 
AON Aon plc
-1.64%
-$385.28 
BHP BHP Group Ltd.
-1.64%
-$190.35 
LRCX Lam Research Corporation
-1.58%
-$799 
NLY Annaly Capital Management, Inc.
-1.56%
-$649.44 
GLD SPDR Gold Shares
-1.49%
-$2,551.48 
NVS Novartis AG Sponsored ADR
-1.45%
-$54.96 
NKE Nike, Inc. - Class B
-1.37%
-$85.84 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$1,436.16 
BUSE First Busey Corporation
-1.34%
-$8,717.94 
DD DuPont de Nemours, Inc.
-1.32%
-$45.95 
TTD The Trade Desk, Inc. Class A
-1.31%
-$68.64 
MNST Monster Beverage Corporation
-1.3%
-$787.4 
OMF OneMain Holdings Inc.
-1.29%
-$1,683.46 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$221.68 
FCX Freeport-McMoRan Inc.
-1.28%
-$82.62 
UBS UBS Group AG
-1.22%
-$308.75 
REZI Resideo Technologies Inc.
-1.21%
-$1.26 
TJX The TJX Companies, Inc.
-1.21%
-$168.96 
OMC Omnicom Group Inc.
-1.14%
-$18.2 
DE Deere & Company
-1.13%
-$95.2 
ALCO Alico Inc.
-1.1%
-$7,811.16 
LOW Lowe's Companies Inc.
-1.08%
-$102.15 
PLD Prologis Inc.
-1.08%
-$99.54 
MCK McKesson Corporation
-1.08%
-$130.48 
ANDE The Andersons, Inc.
-1.03%
-$118.4 
MFIC MidCap Financial Investment Corporation
-1.03%
-$557.4 
INTC Intel Corporation
-1.02%
-$137.64 
KO The Coca-Cola Company
-1.02%
-$412.2 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$4,940.38 
DKNG DraftKings Inc.
-1.01%
-$37.92 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$1,186.6 
VMC Vulcan Materials Company
-0.98%
-$40.05 
XOM Exxon Mobil Corporation
-0.97%
-$702.27 
RACE Ferrari N.V.
-0.97%
-$146.68 
MET MetLife Inc.
-0.97%
-$66.74 
EWJ iShares MSCI Japan ETF
-0.96%
-$5,658.3 
ALC Alcon Inc.
-0.96%
-$137.35 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$69 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$60.06 
JEF Jefferies Financial Group Inc.
-0.89%
-$7,267.68 
PGR Progressive Corporation
-0.87%
-$63.24 
MRP Millrose Properties Inc.
-0.85%
-$7,258.8 
ATO Atmos Energy Corporation
-0.85%
-$282.68 
GILD Gilead Sciences Inc.
-0.81%
-$78.11 
PCAR PACCAR Inc.
-0.81%
-$39.96 
KMB Kimberly-Clark Corporation
-0.8%
-$44 
SPGI S&P Global Inc.
-0.74%
-$30.7 
ED Consolidated Edison, Inc.
-0.74%
-$31.59 
MA Mastercard Incorporated
-0.74%
-$735.25 
BLK BlackRock, Inc.
-0.73%
-$151.62 
MAR Marriott International Inc. - Class A
-0.71%
-$60.95 
RPM RPM International Inc.
-0.7%
-$124.64 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$5.98 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$4.35 
JPXN iShares JPX-Nikkei 400 ETF
-0.67%
-$48.91 
DUK Duke Energy Corporation
-0.67%
-$1,131.48 
AMGN Amgen Inc.
-0.64%
-$79.36 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$20,893.29 
AMT American Tower Corporation
-0.63%
-$22 
HAS Hasbro Inc.
-0.62%
-$0.59 
PM Philip Morris International Inc.
-0.61%
-$398.84 
MSCI MSCI Inc.
-0.61%
-$35 
DHR Danaher Corporation
-0.61%
-$95.2 
REET iShares Global REIT ETF
-0.59%
-$3.06 
ROST Ross Stores, Inc.
-0.59%
-$37.5 
SBUX Starbucks Corporation
-0.57%
-$94.2 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$7,809.88 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$26.64 
LLY Eli Lilly and Company
-0.53%
-$312.63 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$23.65 
WELL Welltower Inc.
-0.51%
-$54.74 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$19.2 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$33.66 
IWM iShares Russell 2000 ETF
-0.47%
-$2,645.15 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.47%
-$2,424.58 
SPG Simon Property Group, Inc.
-0.46%
-$59.92 
TSLX Sixth Street Specialty Lending Inc.
-0.46%
-$382.08 
PEP PepsiCo, Inc.
-0.46%
-$14.08 
DVY iShares Select Dividend ETF
-0.45%
-$10,159.64 
TRV The Travelers Companies, Inc.
-0.43%
-$24.45 
TEL TE Connectivity plc
-0.43%
-$38.27 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$56.81 
HD The Home Depot, Inc.
-0.42%
-$83.4 
MELI MercadoLibre, Inc.
-0.41%
-$54.46 
AIG American International Group Inc.
-0.39%
-$23.25 
AXP American Express Company
-0.38%
-$59.69 
ARCC Ares Capital Corporation
-0.37%
-$362.18 
TMUS T-Mobile US, Inc.
-0.36%
-$18.9 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$14.5 
COR Cencora, Inc.
-0.28%
-$17.8 
HTD John Hancock Tax-Advantaged Dividend Income Fund
-0.27%
-$182.84 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$237.36 
BX Blackstone Inc.
-0.25%
-$55.36 
CSD Invesco S&P Spin-Off ETF
-0.25%
-$149.49 
IWN iShares Russell 2000 Value ETF
-0.25%
-$236.49 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$1.7 
FISV Fiserv, Inc.
-0.24%
-$30.03 
COST Costco Wholesale Corporation
-0.24%
-$98.04 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$112.86 
TDAY USA TODAY Co., Inc.
-0.23%
-$1.6 
VB Vanguard Small-Cap ETF
-0.22%
-$1.98 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$108.65 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$146.72 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$7.2 
KR Kroger Co.
-0.21%
-$11.04 
VTC Vanguard Total Corporate Bond Fund
-0.2%
-$109.52 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$10,724.15 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$325.64 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$16,503.36 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$5.88 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$13.5 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$7.92 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$372.6 
FSTR L.B. Foster Company
-0.15%
-$1,645.2 
XLF Financial Select Sector SPDR Fund
-0.1%
-$0.6 
PGX Invesco Preferred ETF
-0.09%
-$18.61 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$58.44 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$11.76 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$5.04 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,900.7 
UHAL U-Haul Holding Company
-0.06%
-$3.24 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1.85 
VO Vanguard Mid-Cap ETF
-0.05%
-$44 
PSQO Palmer Square Credit Opportunities ETF
-0.05%
-$260.56 
V Visa Inc. Class A
-0.04%
-$37.52 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$2.99 
UBER Uber Technologies, Inc.
-0.01%
-$1.1 Events
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Dividends
Dividend Analysis
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| Trades 1632 | Longs Won 978/1632 59% | Profit Factor 1.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $73,339.1 |
| Average Win $24,894 | Best Trade (Aug 17) $1.26M | Sharpe Ratio -14.93 |
| Average Loss -$24,291.22 | Worst Trade (Mar 30) -$750,684.9 | Z-Score 0.29 (22.96%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 4d | Expectancy $5,183.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,915 | 2,624 | 2,332 | 2,041 | 1,749 | 1,458 | 1,166 | 875 | 583 | 292 |
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Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 914 | $187,525.38 | $282,343.74 | - | $94,818.36 | 50.56% | -7.354% |
| AB AllianceBernstein Holding L.P. | 11,373 | $552,121.32 | $418,071.48 | - | -$134,049.84 | -24.28% | +0.109% |
| ABBV AbbVie Inc. | 113 | $24,510.9 | $28,356.22 | - | $3,845.32 | 15.69% | -2.513% |
| ABT Abbott Laboratories | 385 | $51,231.5 | $40,694.5 | - | -$10,537 | -20.57% | +0.085% |
| ADI Analog Devices, Inc. | 13 | $2,621.71 | $4,776.33 | - | $2,154.62 | 82.18% | +0.202% |
| ADP Automatic Data Processing Inc. | 61 | $18,261.1 | $16,254.06 | - | -$2,007.04 | -10.99% | +0.982% |
| AIG American International Group Inc. | 75 | $6,439.5 | $5,893.5 | - | -$546 | -8.48% | -0.393% |
| AIV Apartment Investment and Management Company | 112 | $985.6 | $301.28 | - | -$684.32 | -69.43% | +1.128% |
| AJG Arthur J. Gallagher & Co. | 15 | $4,801.8 | $3,741.3 | - | -$1,060.5 | -22.09% | -2.745% |
| AL Air Lease Corporation | 7,242 | $380.82 | $285.41 | - | -$95.41 | -25.05% | 0.0 |
| ALC Alcon Inc. | 205 | $18,097.4 | $14,132.7 | - | -$3,964.7 | -21.91% | -0.963% |
| ALCO Alico Inc. | 18,598 | $530,136.83 | $702,260.48 | - | $172,123.65 | 32.47% | -1.1% |
| AMAT Applied Materials, Inc. | 126 | $23,066.82 | $63,966.42 | - | $40,899.6 | 177.31% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 50 | $5,137 | $23,807.5 | - | $18,670.5 | 363.45% | -1.904% |
| AMGN Amgen Inc. | 32 | $8,934.72 | $12,325.12 | - | $3,390.4 | 37.95% | -0.64% |
| AMP Ameriprise Financial, Inc. | 65 | $34,692.45 | $35,479.6 | - | $787.15 | 2.27% | +0.253% |
| AMT American Tower Corporation | 20 | $4,352 | $3,467.2 | - | -$884.8 | -20.33% | -0.631% |
| ANDE The Andersons, Inc. | 160 | $6,868.8 | $11,324.8 | - | $4,456 | 64.87% | -1.035% |
| ANET Arista Networks, Inc. | 580 | $59,339.8 | $104,603.01 | - | $45,263.21 | 76.28% | +5.456% |
| AON Aon plc | 64 | $22,832.64 | $23,075.2 | - | $242.56 | 1.06% | -1.642% |
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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, Avantis International Large Cap Value ETF - $556,822.2, Capital Southwest Corporation - $554,063.76, ProShares S&P 500 Dividend Aristocrats ETF - $543,057.58, 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 - $644,264.9, Alphabet Inc - $542,470.03, Ball Corp - $529,560, and Danaher Corporation - $367,145.53. 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 $8.28M earned over time. The largest contributors to dividend income include iShares Preferred and Income Securities ETF - $739,614.52, Invesco S&P 500 Equal Weight ETF - $647,477.26, Vanguard Short-Term Corporate Bond ETF - $500,534.35, Capital Southwest Corporation - $428,990.61, and ProShares S&P 500 Dividend Aristocrats ETF - $330,891.46. 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 appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can James Langer's strategy be considered aggressive or moderate?
James Langer's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow James Langer's strategy?
James Langer'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.
