SNS
Steven N. Strauss Portfolio
Invests via DROMS STRAUSS ADVISORS Inc. /MO/ /ADV | Managed by Steven N. Strauss
Invests via DROMS STRAUSS ADVISORS Inc. /MO/ /ADV
Managed by Steven N. Strauss
Automatically Tracked
Steven N. Strauss Profile
With a distinguished background in corporate leadership and entrepreneurship, Steven N. Strauss has established himself as a significant player in the business landscape. His expertise spans various sectors including technology and finance, where he has successfully launched multiple startups that have garnered attention for their innovative solutions. As a seasoned executive, his operational acumen is complemented by extensive experience in navigating market dynamics and fostering growth within organizations. Furthermore, Strauss plays an influential role in strategic decision-making processes that shape the future of ventures he is involved with. This combination of entrepreneurial spirit and executive oversight positions him as an important figure in capital markets.
With a distinguished background in corporate leadership and entrepreneurship, Steven N. Strauss has established himself as a significant player in the business landscape. His expertise spans various sectors including technology and finance, where he has successfully launched multiple startups that have garnered attention for their innovative solutions. As a seasoned executive, his operational acumen is complemented by extensive experience in navigating market dynamics and fostering growth within organizations. Furthermore, Strauss plays an influential role in strategic decision-making processes that shape the future of ventures he is involved with. This combination of entrepreneurial spirit and executive oversight positions him as an important figure in capital markets.
Investment Philosophy & Strategy
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:
264.52%
Gain -0.03%
Monthly
2.54%
Yearly
35.06%
Drawdown
38.73%
$709.24M
Equity
Holdings
$709.24M
Investment
$381.31M
$399.93M
Profit -$79,824.9
Realized
$66.47M
Unrealized
$333.46M
Dividends
$46.77M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$79,824.9
Win %
82%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$79,824.9
Win %
82%
This Month
Compared to last month
Gain
3.37%
Profit
$23.11M
Win %
82%
This Year
Compared to last year
Gain
0.5%
Profit
$40.8M
Win %
83%
OPTT Ocean Power Technologies Inc.
+4.72%
+$85 
HIMU
+2.41%
+$228.92 
GOOGL Alphabet Inc
+0.91%
+$9,885.43 
WMT Walmart Inc.
+0.72%
+$1,844.37 
TSLA Tesla, Inc.
+0.7%
+$27,855.42 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.09%
+$3,908.12 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.04%
+$8,251.98 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$135.82 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.04%
+$2,272.84 
AMAT Applied Materials, Inc.
+0.03%
+$2,850.84 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.03%
+$19,570.44 
AMD Advanced Micro Devices, Inc.
+0.03%
+$96.14 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$42.8 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$82.09 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.01%
+$1,674.09 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$76.72 
VNQ Vanguard Real Estate ETF
+0.01%
+$153.61 
AEE Ameren Corporation
+0.01%
+$41.62 
IVV iShares Core S&P 500 ETF
+0.01%
+$8,665.98 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$90.38 
VTV Vanguard Value ETF
+0.01%
+$1,959.32 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$154.69 
RDOG Alps REIT Dividend Dogs ETF
+0.01%
+$30.58 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$34.84 
IVE ISHARES S&P 500 VALUE ETF
0%
+$2,190.49 
BRK-B Berkshire Hathaway Inc.
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EFX Equifax Inc.
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
0%
$0 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
0%
-$2.23 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
0%
$0 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
0%
$0 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGF iShares Global Infrastructure ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MBBA iShares Mortgage-Backed Securities Active ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
GIM Templeton Global Income Fund
-8.7%
-$9.87 
NVDA NVIDIA Corporation
-2.86%
-$33,466.66 
AAPL Apple Inc.
-1.62%
-$62,497.89 
BA Boeing Company
-0.69%
-$5,817.47 
EFA iShares MSCI EAFE ETF
-0.5%
-$11,411.82 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$2,058.08 
IBM International Business Machines Corporation
-0.41%
-$803.16 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$3,396.6 
AVGO Broadcom Inc.
-0.06%
-$133.73 
FNDF Schwab Fundamental International Large Company Index ETF
-0.05%
-$358.98 
SCHE Schwab Emerging Markets Equity ETF
-0.05%
-$10,034.12 
LLY Eli Lilly and Company
-0.05%
-$193.41 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.05%
-$2,770.6 
META Meta Platforms Inc Class A
-0.05%
-$116.84 
VB Vanguard Small-Cap ETF
-0.05%
-$1,990.04 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$2,504.9 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.04%
-$397.06 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$1,389.63 
IWB iShares Russell 1000 ETF
-0.03%
-$138.06 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.03%
-$2,062.68 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$1,668.03 
GOOG Alphabet Inc
-0.02%
-$126.62 
IWO iShares Russell 2000 Growth ETF
-0.02%
-$6,063.01 
MSFT Microsoft Corp.
-0.02%
-$998.8 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$2,035.12 
AMZN Amazon.com Inc
-0.01%
-$120.59 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$8,598.06 
TQQQ ProShares UltraPro QQQ
-0.01%
-$60.6 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-0.01%
-$1,359.65 
VUG Vanguard Growth ETF
-0.01%
-$1,216.27 
GE General Electric Company
-0.01%
-$49.13 
ICF iShares Cohen & Steers Realty Majors ETF
-0.01%
-$53.89 
QQQM Invesco NASDAQ 100 ETF
-0.01%
-$21.26 
PLTR Palantir Technologies Inc.
-0.01%
-$21.91 
UNH UnitedHealth Group Incorporated
-0.01%
-$56.71 
IWN iShares Russell 2000 Value ETF
0%
-$345.09 
JNJ Johnson & Johnson
0%
-$9.47 
COST Costco Wholesale Corporation
0%
-$8.59 
QQQ Invesco QQQ Trust, Series 1
0%
-$448.98 
MU Micron Technology, Inc.
0%
-$2 Events
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Dividends
Dividend Analysis
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| Trades 1488 | Longs Won 1207/1488 81% | Profit Factor 86.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.73M |
| Average Win $335,206.78 | Best Trade (Aug 11) $32.74M | Sharpe Ratio -71.01 |
| Average Loss -$16,615.11 | Worst Trade (Mar 31) -$283,828.95 | Z-Score 18.6 (100%) |
| Commissions $0 | Avg. Trade Length 2y 8m 3w 1d | Expectancy $268,767.29 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Steven N. Strauss?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $19.81M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $10.73M, Vanguard Value ETF - $8.91M, Vanguard Mid-Cap ETF - $7.69M, and Invesco QQQ Trust, Series 1 - $7.49M. 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 S&P Small-Cap 600 Growth ETF - $124,727.96, Vanguard FTSE Emerging Markets ETF - $97,843.65, Terex Corporation - $95,670.34, Chevron Corporation - $82,507.21, and The Trade Desk, Inc. Class A - $70,368. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Steven N. Strauss's portfolio generate?
The portfolio generates substantial dividend income, with a total of $46.77M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $7.96M, ISHARES S&P 500 VALUE ETF - $4.7M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $4.32M, Vanguard Mid-Cap ETF - $3.8M, and Vanguard Value ETF - $3.24M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Steven N. Strauss's monthly returns?
Steven N. Strauss's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Steven N. Strauss's strategy be considered aggressive or moderate?
Steven N. Strauss's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Steven N. Strauss's strategy?
Steven N. Strauss's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
