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:
295.42%
Gain +1.84%
Monthly
2.45%
Yearly
33.75%
Drawdown
38.73%
$701.44M
Equity
Holdings
$701.44M
Investment
$375.78M
$392.12M
Profit +$4.2M
Realized
$66.47M
Unrealized
$325.66M
Dividends
$47.9M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.84%
Profit
$4.2M
Win %
78%
This Week
Compared To Last Week
Gain
0.6%
Profit
$4.2M
Win %
78%
This Month
Compared to last month
Gain
-0.24%
Profit
-$1.7M
Win %
78%
This Year
Compared to last year
Gain
-0.61%
Profit
$32.99M
Win %
79%
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+2.3%
+$323,098.41 
META Meta Platforms Inc Class A
+2.21%
+$6,600.99 
TSLA Tesla, Inc.
+2.06%
+$92,285.82 
AVGO Broadcom Inc.
+1.78%
+$3,601.76 
SCHE Schwab Emerging Markets Equity ETF
+1.76%
+$323,600.37 
TQQQ ProShares UltraPro QQQ
+1.69%
+$8,302.19 
MSFT Microsoft Corp.
+1.64%
+$84,615 
VWO Vanguard FTSE Emerging Markets ETF
+1.63%
+$4,151.6 
EFX Equifax Inc.
+0.94%
+$7,147.02 
NVDA NVIDIA Corporation
+0.92%
+$11,225.15 
LLY Eli Lilly and Company
+0.86%
+$3,002.47 
VUG Vanguard Growth ETF
+0.76%
+$84,530.76 
VB Vanguard Small-Cap ETF
+0.74%
+$30,351.16 
IJH iShares Core S&P Mid-Cap ETF
+0.74%
+$16,705.98 
IWO iShares Russell 2000 Growth ETF
+0.73%
+$178,535.8 
VO Vanguard Mid-Cap ETF
+0.73%
+$311,470.16 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.69%
+$429,731 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.69%
+$42,972.5 
IUSG iShares Core S&P U.S. Growth ETF
+0.65%
+$8,111.36 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.6%
+$428,103.37 
GOOGL Alphabet Inc
+0.59%
+$6,262.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.59%
+$21,464.38 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.57%
+$12,400.62 
IWB iShares Russell 1000 ETF
+0.56%
+$2,490.39 
IWN iShares Russell 2000 Value ETF
+0.56%
+$40,680.5 
QQQ Invesco QQQ Trust, Series 1
+0.56%
+$124,699.08 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.54%
+$3,144.43 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.54%
+$20,784.47 
QQQM Invesco NASDAQ 100 ETF
+0.53%
+$1,731.06 
SCHX Schwab U.S. Large-Cap ETF
+0.53%
+$65,123.68 
IJR iShares Core S&P Small-Cap ETF
+0.53%
+$6,591.17 
SPY SPDR S&P 500 ETF Trust
+0.52%
+$29,261.75 
GOOG Alphabet Inc
+0.51%
+$2,754.4 
IVV iShares Core S&P 500 ETF
+0.51%
+$569,069.49 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.47%
+$13,446.25 
IGF iShares Global Infrastructure ETF
+0.46%
+$19,796.1 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.46%
+$185,719.05 
COST Costco Wholesale Corporation
+0.44%
+$1,161.15 
WMT Walmart Inc.
+0.38%
+$910.8 
VEU Vanguard FTSE All-World ex-US ETF
+0.37%
+$2,378.32 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.37%
+$3,375.01 
IVE ISHARES S&P 500 VALUE ETF
+0.35%
+$174,318.06 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.34%
+$1,597.72 
AMZN Amazon.com Inc
+0.34%
+$2,592.04 
BRK-B Berkshire Hathaway Inc.
+0.26%
+$5,922.51 
VTV Vanguard Value ETF
+0.25%
+$71,188.45 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.2%
+$36,308.69 
AAPL Apple Inc.
+0.15%
+$6,040.23 
AEE Ameren Corporation
+0.14%
+$582.68 
IVLU iShares MSCI International Value Factor ETF
+0.08%
+$6,142.4 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.07%
+$3,757.35 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$2,339.04 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.04%
+$191.04 
IYR iShares U.S. Real Estate ETF
+0.03%
+$104.28 
BA Boeing Company
+0.03%
+$214.14 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.03%
+$1,385.3 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.02%
+$1,320.54 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$111.88 
EFV iShares MSCI EAFE Value ETF
+0.02%
+$715.26 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.01%
+$681.85 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.01%
+$788.6 
VNQ Vanguard Real Estate ETF
+0.01%
+$76.81 
ICF iShares Cohen & Steers Realty Majors ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 HIMU
HIMU
0%
$0 
GIM Templeton Global Income Fund
0%
$0 
OPTT Ocean Power Technologies Inc.
-5.76%
-$588 
MU Micron Technology, Inc.
-0.95%
-$2,038 
JNJ Johnson & Johnson
-0.78%
-$1,888.51 
MBBA iShares Mortgage-Backed Securities Active ETF
-0.58%
-$2,002.59 
GE General Electric Company
-0.55%
-$2,783.96 
AMAT Applied Materials, Inc.
-0.51%
-$49,182.81 
PLTR Palantir Technologies Inc.
-0.4%
-$1,644 
AMD Advanced Micro Devices, Inc.
-0.38%
-$1,914.37 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.32%
-$2,524.5 
MBB iShares MBS ETF
-0.31%
-$3,436.73 
EFG iShares MSCI EAFE Growth ETF
-0.29%
-$5,097.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,672.56 
UNH UnitedHealth Group Incorporated
-0.23%
-$2,468.16 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.17%
-$17,235.49 
IBM International Business Machines Corporation
-0.17%
-$314.64 
IEFA iShares Core MSCI EAFE ETF
-0.16%
-$3,445.85 
EFA iShares MSCI EAFE ETF
-0.11%
-$2,430.3 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.08%
-$445.36 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.08%
-$440.5 
FNDF Schwab Fundamental International Large Company Index ETF
-0.07%
-$478.64 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$203.73 
RDOG Alps REIT Dividend Dogs ETF
-0.06%
-$285.86 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.05%
-$301.94 
IAGG iShares International Aggregate Bond Fund
-0.03%
-$264.35 Events
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Dividends
Dividend Analysis
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| Trades 1488 | Longs Won 1179/1488 79% | Profit Factor 69.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.72M |
| Average Win $337,444.43 | Best Trade (Oct 06) $32.84M | Sharpe Ratio -71.02 |
| Average Loss -$18,524.48 | Worst Trade (Mar 31) -$283,828.95 | Z-Score 12.44 (100%) |
| Commissions $0 | Avg. Trade Length 2y 9m 1w 6d | Expectancy $263,523.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,327 | $2.09M | $4.12M | - | $2.03M | 97.01% | +0.147% |
| AEE Ameren Corporation | 4,162 | $387,986.14 | $416,532.96 | - | $28,546.82 | 7.36% | +0.14% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,969 | $731,894.45 | $655,155.69 | - | -$76,738.76 | -10.48% | -0.255% |
| AMAT Applied Materials, Inc. | 17,820 | $1.62M | $9.57M | - | $7.95M | 489.32% | -0.511% |
| AMD Advanced Micro Devices, Inc. | 801 | $465,308.89 | $505,847.52 | - | $40,538.63 | 8.71% | -0.377% |
| AMZN Amazon.com Inc | 3,014 | $590,798.76 | $760,673.32 | - | $169,874.56 | 28.75% | +0.342% |
| AVGO Broadcom Inc. | 569 | $214,939.75 | $205,676.43 | - | -$9,263.32 | -4.31% | +1.782% |
| BA Boeing Company | 3,569 | $488,611.55 | $691,029.78 | - | $202,418.23 | 41.43% | +0.031% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 9,180 | $842,913.72 | $791,912.7 | - | -$51,001.02 | -6.05% | -0.318% |
| BRK-B Berkshire Hathaway Inc. | 4,521 | $1.26M | $2.28M | - | $1.02M | 80.5% | +0.261% |
| COST Costco Wholesale Corporation | 286 | $249,554.44 | $264,467.06 | - | $14,912.62 | 5.98% | +0.441% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 330,079 | $16.39M | $18.2M | - | $1.81M | 11.05% | +0.2% |
| EFA iShares MSCI EAFE ETF | 21,133 | $1.35M | $2.19M | - | $842,411.11 | 62.3% | -0.111% |
| EFG iShares MSCI EAFE Growth ETF | 14,360 | $1.23M | $1.73M | - | $507,982.27 | 41.45% | -0.293% |
| EFV iShares MSCI EAFE Value ETF | 47,684 | $2.55M | $3.74M | - | $1.19M | 46.55% | +0.019% |
| EFX Equifax Inc. | 5,435 | $1M | $768,047.02 | - | -$235,535.28 | -23.47% | +0.939% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 334,817 | $12.07M | $14.36M | - | $2.28M | 18.9% | +2.303% |
| FNDF Schwab Fundamental International Large Company Index ETF | 11,966 | $301,782.52 | $643,770.8 | - | $341,988.28 | 113.32% | -0.074% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 1.28M | $16.79M | $40.79M | - | $24M | 142.96% | +0.457% |
| GE General Electric Company | 1,637.62 | $80,181.72 | $504,159.23 | - | $423,977.51 | 528.77% | -0.549% |
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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 - $10.96M, Vanguard Value ETF - $9.04M, Vanguard Mid-Cap ETF - $7.84M, 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 - $118,482.13, Vanguard FTSE Emerging Markets ETF - $97,357.01, 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 $47.9M 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 - $4.55M, Vanguard Mid-Cap ETF - $3.96M, and Vanguard Value ETF - $3.37M. 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.
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