CO
Carla Olenchak Portfolio
Invests via PEOPLES FINANCIAL SERVICES Corp. | Managed by Carla Olenchak
Invests via PEOPLES FINANCIAL SERVICES Corp.
Managed by Carla Olenchak
Automatically Tracked
Carla Olenchak Profile
Carla Olenchak leverages her extensive background in corporate strategy and operational excellence to drive transformative growth initiatives. With a track record of leading strategic partnerships, she has been pivotal in enhancing organizational efficiency across diverse sectors. Her executive acumen is complemented by experience in guiding teams through complex change management processes while fostering innovation. Recognized for cultivating strong stakeholder relationships, Carla plays a key role in navigating challenges within evolving market landscapes. She holds an MBA from a prestigious institution and is regarded as a thought leader dedicated to advancing business practices.
Carla Olenchak leverages her extensive background in corporate strategy and operational excellence to drive transformative growth initiatives. With a track record of leading strategic partnerships, she has been pivotal in enhancing organizational efficiency across diverse sectors. Her executive acumen is complemented by experience in guiding teams through complex change management processes while fostering innovation. Recognized for cultivating strong stakeholder relationships, Carla plays a key role in navigating challenges within evolving market landscapes. She holds an MBA from a prestigious institution and is regarded as a thought leader dedicated to advancing business practices.
Investment Philosophy & Strategy
Leveraging a solid foundation in operational excellence, Carla Olenchak adopts a transformative approach to investing. Her strategic focus emphasizes identifying innovative growth opportunities within complex market dynamics. By fostering collaborations and enhancing stakeholder relationships, she navigates multifaceted challenges that arise during investment decisions. Committed to driving results through data-informed insights and comprehensive risk assessment, her methodology balances immediate execution with long-term value creation. This proactive engagement allows her to unearth potential within emerging sectors while ensuring adaptability in an ever-changing economic landscape.
Leveraging a solid foundation in operational excellence, Carla Olenchak adopts a transformative approach to investing. Her strategic focus emphasizes identifying innovative growth opportunities within complex market dynamics. By fostering collaborations and enhancing stakeholder relationships, she navigates multifaceted challenges that arise during investment decisions. Committed to driving results through data-informed insights and comprehensive risk assessment, her methodology balances immediate execution with long-term value creation. This proactive engagement allows her to unearth potential within emerging sectors while ensuring adaptability in an ever-changing economic landscape.
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:
181.54%
Gain +0.23%
Monthly
1.5%
Yearly
19.61%
Drawdown
31.85%
$621.98M
Equity
Holdings
$621.98M
Investment
$272.68M
$460.63M
Profit +$823,505.64
Realized
$94.54M
Unrealized
$366.1M
Dividends
$128.31M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.23%
Profit
$823,505.64
Win %
76%
This Week
Compared To Last Week
Gain
0.78%
Profit
$4.79M
Win %
76%
This Month
Compared to last month
Gain
2.85%
Profit
$17.23M
Win %
76%
This Year
Compared to last year
Gain
4.09%
Profit
$50.81M
Win %
77%
DFS Discover Financial Services
+201.63%
+$72.59 AET
AET
+162.5%
+$13 
X United States Steel Corporation
+162%
+$1.62 WGL
WGL
+150%
+$3 
MRO Marathon Oil Corp
+127.28%
+$20,127.15 
CMD Cantel Medical Corp
+119.47%
+$4,593.75 EV
EV
+100%
+$2 
WTR Aqua America Inc
+99.85%
+$106.84 STI
STI
+82.06%
+$50.87 COL
COL
+79.12%
+$281.37 LTM
LTM
+66.67%
+$2 VAL
VAL
+60%
+$3 OCR
OCR
+50%
+$4 
FLIR FLIR Systems Inc
+45.33%
+$1.81 
IR Ingersoll Rand Inc.
+44.73%
+$11.63 ESRX
ESRX
+44.24%
+$17.05 CB
CB
+42.91%
+$8.58 TE
TE
+42.86%
+$1.71 XLS
XLS
+42.55%
+$10.21 
RTN Raytheon Co
+42.06%
+$35.75 KRFT
KRFT
+41.98%
+$194.26 
AF Astoria Financial Corp.
+38%
+$0.76 
AEL American Equity Investment Life Holding Co
+33.33%
+$1 
CELG Celgene Corp
+33.33%
+$2 CVD
CVD
+33.33%
+$1 NU
NU
+26.92%
+$3.5 PX
PX
+23.08%
+$3 GLT
GLT
+20%
+$1 HYD
HYD
+20%
+$1 
K Kellanova Inc.
+18.08%
+$69.71 YHOO
YHOO
+15.56%
+$8.72 4945
4945SC
+14.75%
+$4.2 
KSU Kansas City Southern
+13.43%
+$5.8 CCE
CCE
+11.11%
+$1 STJ
STJ
+11.11%
+$1 
MCR MFS Charter Income Trust
+9.03%
+$162 WEC
WEC
+5.56%
+$1 
UNH UnitedHealth Group Incorporated
+4.73%
+$12,502.01 
BMY Bristol-Myers Squibb Company
+4.61%
+$143,286.39 
DG Dollar General Corporation
+3.95%
+$1,649.96 
MRK Merck & Co., Inc.
+3.8%
+$236,582.97 
LLY Eli Lilly and Company
+3.62%
+$1.03M 
LMT Lockheed Martin Corporation
+3.61%
+$42,010.42 
GSK GSK plc Sponsored ADR
+3.46%
+$17,373.44 
WMT Walmart Inc.
+3.46%
+$109,807.88 
ABBV AbbVie Inc.
+3.32%
+$328,201.8 
CVS CVS Health Corporation
+3.24%
+$11,005 WAG
WAG
+3.23%
+$5.65 
AMGN Amgen Inc.
+3.21%
+$92,597.99 
PM Philip Morris International Inc.
+3.16%
+$76,165.61 
CL Colgate-Palmolive Company
+3.15%
+$48,350.55 
NVS Novartis AG Sponsored ADR
+3.14%
+$23,685.42 EMC
EMC
+3.06%
+$1.25 
NOC Northrop Grumman Corporation
+2.97%
+$2,862 
PFE Pfizer Inc.
+2.96%
+$144,402 
COST Costco Wholesale Corporation
+2.87%
+$18,009.46 
HELE Helen of Troy Limited
+2.62%
+$55.48 
VFC V.F. Corporation
+2.55%
+$2,177.1 
HLN Haleon Plc - ADR
+2.54%
+$24 
XLV Health Care Select Sector SPDR Fund
+2.53%
+$5,633.01 
CI The Cigna Group
+2.5%
+$14,099.98 
SYY Sysco Corporation
+2.46%
+$56,139.72 
DOW Dow Inc.
+2.38%
+$37,563.88 
PG Procter & Gamble Co
+2.28%
+$338,065.83 
XLP Consumer Staples Select Sector SPDR Fund
+2.22%
+$955.57 
MO Altria Group, Inc.
+2.19%
+$25,867.32 
TGT Target Corporation
+2.18%
+$21,105.24 
JNJ Johnson & Johnson
+2.13%
+$295,167.6 
OTIS Otis Worldwide Corporation
+2.11%
+$57.2 
VZ Verizon Communications Inc.
+2.04%
+$84,765.38 
NUS Nu Skin Enterprises Inc.
+2%
+$10 
PAYX Paychex Inc.
+2%
+$351.92 
CVX Chevron Corporation
+1.98%
+$133,433.07 
LYB LyondellBasell Industries N.V.
+1.93%
+$523.16 
RTX RTX Corporation
+1.89%
+$23,270.25 
HXL Hexcel Corporation
+1.87%
+$235.06 
ADBE Adobe Inc.
+1.86%
+$8,936.38 
KO The Coca-Cola Company
+1.85%
+$132,172.15 
WM Waste Management, Inc.
+1.85%
+$7,040.32 
MDLZ Mondelez International, Inc.
+1.74%
+$36,682.81 
BIIB Biogen Inc.
+1.72%
+$235.8 
VLTO Veralto Corporation
+1.69%
+$43.42 
XOM Exxon Mobil Corporation
+1.68%
+$396,697.82 
MPC Marathon Petroleum Corporation
+1.67%
+$24,518.78 
SNY Sanofi American Depositary Receipt
+1.66%
+$357.5 
ED Consolidated Edison, Inc.
+1.65%
+$3,485.24 
ADP Automatic Data Processing Inc.
+1.6%
+$62,827.35 
PSX Phillips 66
+1.56%
+$90,342.92 
PEP PepsiCo, Inc.
+1.55%
+$109,752.64 
TR Tootsie Roll Industries, Inc.
+1.54%
+$2,961.99 
TMO Thermo Fisher Scientific Inc.
+1.53%
+$4,643.13 
MCK McKesson Corporation
+1.53%
+$4,730.18 
SO The Southern Company
+1.44%
+$56,296.56 
UNP Union Pacific Corporation
+1.44%
+$49,336.42 
WTRG Essential Utilities Inc.
+1.43%
+$140 
A Agilent Technologies Inc.
+1.4%
+$607.2 
ALC Alcon Inc.
+1.38%
+$157.47 
SBUX Starbucks Corporation
+1.36%
+$24,673.75 
ZTS Zoetis Inc.
+1.33%
+$218.79 
MDT Medtronic plc
+1.31%
+$31,068.52 
NUE Nucor Corporation
+1.3%
+$13,322.71 
AWK American Water Works Company, Inc.
+1.28%
+$29,860.26 
APD Air Products and Chemicals, Inc.
+1.24%
+$62,934.67 
DUK Duke Energy Corporation
+1.23%
+$22,973.8 
TRV The Travelers Companies, Inc.
+1.22%
+$9,075.48 
KHC The Kraft Heinz Company
+1.2%
+$1,920.78 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$72,165.28 
JPM JPMorgan Chase & Co.
+1.16%
+$136,355.45 
KMB Kimberly-Clark Corporation
+1.14%
+$12,498.16 
SOLV Solventum Corporation
+1.11%
+$83.52 
FAST Fastenal Co.
+1.11%
+$151,881.06 
VTRS Viatris Inc.
+1.1%
+$77.52 
CSX CSX Corporation
+1.09%
+$1,209 
MCD McDonald's Corporation
+1.06%
+$61,689.75 
RGA Reinsurance Group of America, Inc.
+1.05%
+$116.96 
UPS United Parcel Service, Inc.
+1.04%
+$5,125.23 
MMM 3M Company
+1.04%
+$114,222.32 
COP ConocoPhillips
+1.02%
+$53,984.16 
XEL Xcel Energy Inc.
+0.96%
+$2,448 
TJX The TJX Companies, Inc.
+0.95%
+$268 
SU Suncor Energy Inc.
+0.92%
+$578.22 
GIS General Mills, Inc.
+0.88%
+$6,164.2 
T AT&T Inc.
+0.87%
+$23,432.95 
EFX Equifax Inc.
+0.86%
+$52.48 
FELE Franklin Electric Co., Inc.
+0.84%
+$86.32 
WEC WEC Energy Group Inc.
+0.83%
+$286.88 
DHR Danaher Corporation
+0.83%
+$3,154.25 
CMCSA Comcast Corp
+0.81%
+$3,489.66 
RCI Rogers Communications Inc.
+0.81%
+$13 
NSC Norfolk Southern Corporation
+0.81%
+$30,619.1 
D Dominion Energy, Inc.
+0.8%
+$18,239 
CPB The Campbell's Company
+0.79%
+$90 
TTE TotalEnergies SE
+0.78%
+$69 
ORLY O'Reilly Automotive Inc.
+0.77%
+$990 
HSY The Hershey Company
+0.74%
+$2,139.6 
VLO Valero Energy Corporation
+0.73%
+$504.64 
BLK BlackRock, Inc.
+0.72%
+$8,766.86 
ECL Ecolab Inc.
+0.72%
+$2,869.99 
GPC Genuine Parts Company
+0.7%
+$194.12 
GUT The Gabelli Utility Trust
+0.69%
+$80 
GD General Dynamics Corporation
+0.67%
+$3,001.6 
ACN Accenture plc Class A
+0.66%
+$4,043.23 
EXPD Expeditors International of Washington, Inc.
+0.64%
+$47,130.87 
XLE Energy Select Sector SPDR Fund
+0.64%
+$6,148.57 
AZO AutoZone Inc.
+0.63%
+$6,650.2 
CLX The Clorox Company
+0.62%
+$1,487.72 
EXC Exelon Corporation
+0.61%
+$9,962.42 
MSI Motorola Solutions, Inc.
+0.61%
+$1,240.32 
HIG The Hartford Insurance Group, Inc.
+0.59%
+$502.82 
BP BP p.l.c. Sponsored ADR
+0.58%
+$2,880.64 
SHEL Shell plc
+0.57%
+$1,799.5 
HD The Home Depot, Inc.
+0.54%
+$9,462.15 
AMP Ameriprise Financial, Inc.
+0.51%
+$8,625.03 
AAPL Apple Inc.
+0.49%
+$214,267.07 
CBU Community Bank System, Inc.
+0.46%
+$1,716.4 
SJM The J.M. Smucker Company
+0.42%
+$200.94 
EBAY eBay Inc.
+0.4%
+$676.42 
NYT New York Times Co.
+0.4%
+$324 
AEP American Electric Power Company, Inc.
+0.38%
+$2,457.6 
DIS The Walt Disney Company
+0.38%
+$2,872.05 
DVY iShares Select Dividend ETF
+0.37%
+$496.48 
MKC McCormick & Company, Incorporated
+0.36%
+$1,280 
ABT Abbott Laboratories
+0.35%
+$10,526.4 
PPL PPL Corporation
+0.35%
+$13,750.92 
RJF Raymond James Financial Inc.
+0.31%
+$58.8 
PPG PPG Industries Inc.
+0.31%
+$1,348.48 
CTVA Corteva Inc.
+0.3%
+$220.04 
ALNY Alnylam Pharmaceuticals Inc
+0.29%
+$32.5 
IP International Paper Company
+0.28%
+$60.71 
HBI Hanesbrands Inc.
+0.25%
+$0.01 
TIP iShares TIPS Bond ETF
+0.25%
+$60.84 
FDX FedEx Corporation
+0.24%
+$69 
FDBC Fidelity D&D Bancorp Inc.
+0.23%
+$18.98 
UBSI United Bankshares, Inc.
+0.22%
+$7.4 
VTV Vanguard Value ETF
+0.21%
+$1,669.44 
YUMC Yum China Holdings Inc.
+0.21%
+$14.4 
WFC Wells Fargo & Company
+0.2%
+$6,013.44 
XYL Xylem Inc.
+0.2%
+$2,486 
NEE NextEra Energy, Inc.
+0.19%
+$11,768.4 
NVO Novo Nordisk A/S Sponsored ADR
+0.16%
+$266.52 
NFLX Netflix, Inc.
+0.16%
+$101.2 
HON Honeywell International Inc.
+0.15%
+$349.79 
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$18.57 
PEG Public Service Enterprise Group Incorporated
+0.13%
+$230.76 
HAL Halliburton Company
+0.12%
+$4.72 
LIN Linde plc
+0.12%
+$59 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$20.35 
VIG Vanguard Dividend Appreciation ETF
+0.11%
+$47.25 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$43.33 
PRU Prudential Financial, Inc.
+0.07%
+$24.96 
MBBA iShares Mortgage-Backed Securities Active ETF
+0.06%
+$12.75 
DE Deere & Company
+0.06%
+$3,755.92 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$25 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FL Foot Locker, Inc.
0%
$0 
HT Hersha Hospitality Trust
0%
$0 
TEF Telefonica SA
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
AMJ JPMorgan Alerian MLP Index ETN
0%
$0 
HFBC HopFed Bancorp Inc
0%
$0 BRCM
BRCM
0%
$0 PL
PL
0%
$0 TYC
TYC
0%
$0 TWC
TWC
0%
$0 COV
COV
0%
$0 PCL
PCL
0%
$0 MSO
MSO
0%
$0 6107
6107SC
0%
$0 HOT
HOT
0%
$0 DTV
DTV
0%
$0 MJN
MJN
0%
$0 WFT
WFT
0%
$0 BRSW
BRSWQ
0%
$0 GOLD
GOLD
0%
$0 
BPPTU BP Prudhoe Bay Royalty Trust
0%
$0 NPBC
NPBC
0%
$0 NPP
NPP
0%
$0 JCI
JCI
0%
$0 HMPR
HMPR
0%
$0 
HSC Harsco Corporation
0%
$0 
TWX Time Warner, Inc.
0%
$0 
CKP Checkpoint Systems, Inc.
0%
$0 LINE
LINEQ
-92.9%
-$31.59 NOV
NOV
-83.81%
-$631.67 YMLP
YMLP
-75.25%
-$76 
MYL Mylan NV
-75%
-$18 CHK
CHK
-75%
-$12 
VIAB Viacom Inc
-72.73%
-$16 N227
N22717107
-71.43%
-$5 
CRZO Carrizo Oil & Gas Inc
-57.14%
-$16 
BPL Buckeye Partners LP
-50.09%
-$103.93 
AVP Avon Products Inc
-50%
-$1 WLL
WLL
-50%
-$2 SXL
SXL
-48.57%
-$20.64 
RDS-A Shell plc
-47.36%
-$357.98 
FTR Frontier Communications Corp
-47.04%
-$1.32 GOOG
GOOGL
-43.07%
-$200.69 
SJI South Jersey Industries Inc
-40.74%
-$51.34 
PWOD Penns Woods Bancorp Inc.
-40.73%
-$34.53 
RDS-B Shell plc
-28.42%
-$4.76 KORS
KORS
-25%
-$1 HPQ
HPQ
-22.84%
-$62.73 
UTX United Technologies Corp
-15.99%
-$71.98 
JEC Jacobs Engineering Group Inc
-14.29%
-$1 SE
SE
-13.78%
-$242.34 
CBS CBS Corp
-11.97%
-$0.72 
ORCL Oracle Corporation
-8.83%
-$335,478 
MRVL Marvell Technology, Inc.
-8.72%
-$316,507.5 
ONTO Onto Innovation Inc.
-8.4%
-$32,080.86 
PSLV Sprott Physical Silver Trust
-6.71%
-$6,500 CNL
CNL
-6.38%
-$9 
GEV GE Vernova Inc.
-6.2%
-$22,351.33 
SPWR SunPower Inc.
-6.17%
-$0.77 
SLV iShares Silver Trust
-6.11%
-$327 
PANW Palo Alto Networks, Inc.
-5.54%
-$32,281.31 
CEG Constellation Energy Corporation
-5.49%
-$4,322.5 
GLW Corning Incorporated
-5.15%
-$63,747.37 
ENTG Entegris, Inc.
-5.01%
-$2,028.08 
XRX Xerox Holdings Corporation
-4.93%
-$504.74 
COIN Coinbase Global, Inc.
-4.9%
-$890 
BAC Bank of America Corporation
-4.76%
-$32,348.59 
NOK Nokia Corporation Sponsored ADR
-4.67%
-$92 
INTC Intel Corporation
-4.56%
-$268,521.26 
ETN Eaton Corporation plc
-4.54%
-$7,978.6 
VYX NCR Voyix Corp
-4.44%
-$14.08 
GDX VanEck Gold Miners ETF
-4.4%
-$5,376 
WDC Western Digital Corporation
-4.36%
-$769.13 
STT State Street Corp
-4.14%
-$23,014.32 
MU Micron Technology, Inc.
-4.08%
-$116,730 
FSLR First Solar, Inc.
-4.03%
-$1,504 
ASML ASML Holding N.V. New York Registry Shares
-3.94%
-$34,896.4 
MCHP Microchip Technology Incorporated
-3.92%
-$207,846.75 
FCX Freeport-McMoRan Inc.
-3.87%
-$1,500.8 
AMAT Applied Materials, Inc.
-3.79%
-$78,892.8 
KD Kyndryl Holdings Inc.
-3.68%
-$14.85 
DAL Delta Air Lines, Inc.
-3.67%
-$388.36 
HTZ Hertz Global Holdings, Inc.
-3.65%
-$22.26 
IVZ Invesco Ltd.
-3.42%
-$40.59 
AA Alcoa Corporation
-3.4%
-$1,003.19 
DLR Digital Realty Trust, Inc.
-3.4%
-$2,123.55 
LFUS Littelfuse Inc.
-3.34%
-$527.06 
META Meta Platforms Inc Class A
-3.27%
-$52,615.72 
NVDA NVIDIA Corporation
-3.16%
-$23,082.34 
NPKI NPK International Inc.
-3.1%
-$81.2 
AVGO Broadcom Inc.
-3.1%
-$203,437.64 
EQT EQT Corporation
-3.09%
-$6,172.32 
CAT Caterpillar Inc.
-3.08%
-$133,327.71 
XLK State Street Technology Select Sector SPDR ETF
-2.98%
-$12,495.62 
IWP iShares Russell Mid-Cap Growth ETF
-2.91%
-$404.91 
CPA Copa Holdings S.A.
-2.89%
-$85.8 
VGT Vanguard Information Technology ETF
-2.87%
-$11,499.84 
TSCO Tractor Supply Company
-2.83%
-$339.02 
RKT Rocket Companies, Inc. Class A
-2.77%
-$19.5 
GGT The Gabelli Multimedia Trust Inc.
-2.75%
-$22.86 
MS Morgan Stanley
-2.75%
-$39,454.91 
ADI Analog Devices, Inc.
-2.68%
-$84,988.6 
CC Chemours Co.
-2.65%
-$33.6 
TEL TE Connectivity plc
-2.63%
-$209.79 
WYNN Wynn Resorts, Limited
-2.6%
-$64.84 
SYF Synchrony Financial
-2.54%
-$467.5 
TXN Texas Instruments Inc
-2.5%
-$2,174.4 
URI United Rentals, Inc.
-2.43%
-$2,886.23 
BNY BlackRock New York Municipal Income Trust
-2.4%
-$31,221.9 
QCOM QUALCOMM Incorporated
-2.4%
-$41,403.6 
WMB The Williams Companies, Inc.
-2.37%
-$389.4 
NFG National Fuel Gas Company
-2.33%
-$90.72 
PLD Prologis Inc.
-2.31%
-$1,863.26 
IWF iShares Russell 1000 Growth ETF
-2.24%
-$3,705 
MPT Medical Properties Trust, Inc.
-2.24%
-$13.16 
ENS EnerSys
-2.23%
-$308.1 
TSLA Tesla, Inc.
-2.15%
-$363.15 
CHY Calamos Convertible and High Income Fund
-2.12%
-$700 
BIBL Inspire 100 ETF
-2.1%
-$592.25 
BEN Franklin Resources Inc.
-2.08%
-$91.65 
ROK Rockwell Automation, Inc.
-2.05%
-$443.5 
VXF Vanguard Extended Market ETF
-2.05%
-$2,733.21 
VUG Vanguard Growth ETF
-2.05%
-$18,104.4 
MJ Amplify Alternative Harvest ETF
-2.03%
-$3.7 
PHM PulteGroup Inc.
-2%
-$1,422.74 
PII Polaris Inc.
-1.98%
-$37.74 
TDC Teradata Corporation
-1.94%
-$240.13 
COF Capital One Financial Corporation
-1.88%
-$1,156.91 
ASH Ashland Inc.
-1.83%
-$35.34 
NCV Virtus Convertible & Income Fund
-1.83%
-$197.96 
C Citigroup Inc.
-1.81%
-$8,714.56 
MSFT Microsoft Corp.
-1.8%
-$845,411.2 
AMZN Amazon.com Inc
-1.74%
-$142,807.44 
GOOGL Alphabet Inc
-1.74%
-$73,563.22 
PTL Inspire 500 ETF
-1.73%
-$634.41 
TKR Timken Co.
-1.71%
-$163.45 
CHTR Charter Communications Inc
-1.69%
-$28.96 
GOOG Alphabet Inc
-1.68%
-$107,244.9 
NDAQ Nasdaq, Inc.
-1.63%
-$1,945.6 
PNR Pentair plc
-1.62%
-$10.24 
ISMD Inspire Small/Mid Cap ETF
-1.6%
-$347.8 
IJR iShares Core S&P Small-Cap ETF
-1.59%
-$854.1 
JRS Nuveen Real Estate Income Fund
-1.51%
-$22 
OKE ONEOK, Inc.
-1.51%
-$122.38 
IAU iShares Gold Trust
-1.51%
-$397.66 
VB Vanguard Small-Cap ETF
-1.51%
-$45,344.22 
GLD SPDR Gold Shares
-1.49%
-$2,840.01 
EMR Emerson Electric Co.
-1.48%
-$115,946.94 
GS The Goldman Sachs Group, Inc.
-1.48%
-$34,135.8 
PBI Pitney Bowes Inc.
-1.47%
-$125 
SPH Suburban Propane Partners L.P.
-1.45%
-$75 
CARR Carrier Global Corporation
-1.44%
-$4,416.1 
CDNS Cadence Design Systems, Inc.
-1.42%
-$976.44 
TT Trane Technologies plc
-1.41%
-$1,344 
EXE Expand Energy Corporation
-1.36%
-$88.2 
IJH iShares Core S&P Mid-Cap ETF
-1.35%
-$495 
MGA Magna International Inc.
-1.32%
-$125.56 
VWO Vanguard FTSE Emerging Markets ETF
-1.31%
-$17,628.78 
XLC Communication Services Select Sector SPDR Fund
-1.3%
-$11,052.2 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.28%
-$2,120 
SOLS Sollensys Corp
-1.28%
-$569.4 
FDXF FedEx Freight Holding Company Inc.
-1.27%
-$70 
IBM International Business Machines Corporation
-1.26%
-$121,852.25 
IWR iShares Russell Mid-Cap ETF
-1.25%
-$411 
CSCO Cisco Systems, Inc.
-1.24%
-$100,594.78 
PFF iShares Preferred and Income Securities ETF
-1.23%
-$54 
RYN Rayonier Inc.
-1.22%
-$923.91 
GPN Global Payments Inc.
-1.21%
-$112.86 
DNP DNP Select Income Fund Inc.
-1.2%
-$360 
AXON Axon Enterprise, Inc.
-1.19%
-$49.3 
NATR Nature's Sunshine Products Inc.
-1.18%
-$150 
EAD Allspring Income Opportunities Fund
-1.18%
-$126 
SCHB Schwab U.S. Broad Market ETF
-1.17%
-$2,100 
V Visa Inc. Class A
-1.17%
-$359,862.9 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.16%
-$2,197.8 
VO Vanguard Mid-Cap ETF
-1.16%
-$37,021.82 
FITB Fifth Third Bancorp
-1.16%
-$285.94 
VEU Vanguard FTSE All-World ex-US ETF
-1.15%
-$356.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$12,728.64 
GM General Motors Company
-1.13%
-$190 
ET Energy Transfer L.P.
-1.12%
-$10,993.54 
USB U.S. Bancorp
-1.11%
-$19,448.1 LLTC
LLTC
-1.1%
-$16.22 
VOO Vanguard S&P 500 ETF
-1.09%
-$13,209.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.08%
-$23,038.64 
IVV iShares Core S&P 500 ETF
-1.08%
-$9,911.82 
SPY SPDR S&P 500 ETF Trust
-1.08%
-$958.74 
PMO Putnam Municipal Opportunities Fund
-1.06%
-$171.5 
OEF iShares S&P 100 ETF
-1.04%
-$202.5 
Q Qnity Electronics Inc.
-1.04%
-$3,760.64 
EPP iShares MSCI Pacific ex Japan ETF
-1.03%
-$28.5 
EIM Eaton Vance Municipal Bond Fund
-1.02%
-$149.94 
LNC Lincoln National Corporation
-1.01%
-$47.97 
TRMK Trustmark Corporation
-1.01%
-$46.35 
TPIF Timothy Plan International ETF
-1%
-$228.29 
BA Boeing Company
-0.98%
-$28,793.22 
XLI Industrial Select Sector SPDR Fund
-0.97%
-$559.09 
GAB Gabelli Equity Trust Inc.
-0.96%
-$156.22 
ITT Itt Inc.
-0.94%
-$1,343.79 
AXP American Express Company
-0.93%
-$82,835.78 
MET MetLife Inc.
-0.92%
-$318.26 
HBAN Huntington Bancshares Incorporated
-0.92%
-$1,187.2 
CCNE CNB Financial Corporation
-0.92%
-$352.78 
MAT Mattel Inc.
-0.89%
-$597.45 
MOG-A Moog Inc.
-0.88%
-$168.3 
VNQ Vanguard Real Estate ETF
-0.87%
-$9,091.32 
MTB M&T Bank Corporation
-0.86%
-$921.2 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.84%
-$222.6 
ICE Intercontinental Exchange, Inc.
-0.84%
-$28.82 
DD DuPont de Nemours, Inc.
-0.83%
-$28,344.98 
WU Western Union Co.
-0.82%
-$745 
XLRE The Real Estate Select Sector SPDR Fund
-0.81%
-$664.02 
IGE iShares North American Natural Resources ETF
-0.79%
-$780 
QAI NYLI Hedge Multi-Strategy Tracker ETF
-0.78%
-$890.96 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$36,862.56 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.77%
-$1,670.12 
TFC Truist Financial Corporation
-0.76%
-$183.05 
TRGP Targa Resources Corp.
-0.73%
-$426 
WWJD Inspire International ETF
-0.72%
-$165.2 
NWFL Norwood Financial Corp
-0.71%
-$7,844.58 
FNB F.N.B. Corporation
-0.7%
-$14,264.88 
EFA iShares MSCI EAFE ETF
-0.7%
-$24,881.76 
EPD Enterprise Products Partners L.P.
-0.69%
-$800 
BBT Beacon Financial Corporation
-0.66%
-$393.12 
PFIS Peoples Financial Services Corp.
-0.65%
-$39,776.44 
CMI Cummins Inc.
-0.64%
-$701.73 
SBAC SBA Communications Corporation
-0.62%
-$43.68 
PGX Invesco Preferred ETF
-0.6%
-$240 
DWX SPDR S&P International Dividend ETF
-0.59%
-$216 
RSP Invesco S&P 500 Equal Weight ETF
-0.57%
-$2,042.49 
XLF Financial Select Sector SPDR Fund
-0.55%
-$1,361.4 
GATX GATX Corporation
-0.55%
-$65.52 
UFCS United Fire Group, Inc.
-0.54%
-$24 
SLB Schlumberger Limited
-0.53%
-$4,236.18 
WBS Webster Financial Corporation
-0.51%
-$57.2 
HAS Hasbro Inc.
-0.5%
-$2,504.64 
GEHC GE HealthCare Technologies Inc.
-0.47%
-$78.72 
RF Regions Financial Corporation
-0.44%
-$150.48 
JNK SPDR Bloomberg High Yield Bond ETF
-0.44%
-$34.82 
ALLE Allegion plc
-0.44%
-$97.82 
RY Royal Bank of Canada
-0.44%
-$255 
ISRG Intuitive Surgical, Inc.
-0.43%
-$291.2 
MFC Manulife Financial Corporation
-0.42%
-$592.93 
F Ford Motor Company
-0.41%
-$57.85 
OXY Occidental Petroleum Corporation
-0.39%
-$3,531.71 
TDY Teledyne Technologies Incorporated
-0.38%
-$85.47 
WY Weyerhaeuser Company
-0.37%
-$3,516.38 
BAX Baxter International Inc.
-0.36%
-$1,511.65 
XLU Utilities Select Sector SPDR Fund
-0.36%
-$4,797.3 
JAZZ Jazz Pharmaceuticals plc
-0.35%
-$26.64 
ZBH Zimmer Biomet Holdings, Inc.
-0.34%
-$463.2 
ACNB ACNB Corp.
-0.31%
-$97.5 
FCF First Commonwealth Financial Corporation
-0.3%
-$60 
VOE Vanguard Mid-Cap Value ETF
-0.29%
-$41.4 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-0.29%
-$1,892.42 
AIG American International Group Inc.
-0.28%
-$9.24 
CZNC Citizens & Northern Corporation
-0.28%
-$105 
LULU lululemon athletica inc.
-0.27%
-$50 
MA Mastercard Incorporated
-0.26%
-$35,686.79 
VSNT Versant Media Group, Inc.
-0.26%
-$14 
YUM Yum! Brands, Inc.
-0.25%
-$59.2 
KMI Kinder Morgan, Inc.
-0.24%
-$0.08 
STBA S&T Bancorp, Inc.
-0.24%
-$74.75 
LOW Lowe's Companies Inc.
-0.23%
-$3,396.65 
GE General Electric Company
-0.2%
-$13,297.4 
EMN Eastman Chemical Company
-0.19%
-$14.88 
ADT ADT Inc.
-0.15%
-$0.18 
FXA Invesco CurrencyShares Australian Dollar Trust
-0.13%
-$18 
IWD iShares Russell 1000 Value ETF
-0.13%
-$61.05 
PYPL PayPal Holdings Inc
-0.12%
-$168.91 
MUB iShares National Muni Bond ETF
-0.12%
-$6 
VRSN Verisign Inc.
-0.12%
-$35 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.11%
-$64.38 
XLB Materials Select Sector SPDR Fund
-0.1%
-$862.6 
ALL Allstate Corporation
-0.1%
-$51.98 
QLV FlexShares US Quality Low Volatility Index Fund
-0.09%
-$2,351.47 
NKE Nike, Inc. - Class B
-0.09%
-$285.63 
SNA Snap-on Inc.
-0.04%
-$7.52 
VVR Invesco Senior Income Trust
-0.04%
-$1.4 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$17.46 
NBTB NBT Bancorp Inc.
-0.02%
-$1,552.54 
WAB Wabtec Corporation
-0.01%
-$0.06 Events
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Dividends
Dividend Analysis
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| Trades 6563 | Longs Won 4722/6563 71% | Profit Factor 18.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $688,370.26 |
| Average Win $103,165.51 | Best Trade (Oct 15) $28.71M | Sharpe Ratio -9.02 |
| Average Loss -$14,402.91 | Worst Trade (Oct 15) -$710,235.14 | Z-Score -3.87 (100%) |
| Commissions $0 | Avg. Trade Length 5y 12m 2d | Expectancy $70,186.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 4945 4945SC | 350 | $28.47 | $32.67 | - | $4.2 | 14.75% | +14.754% |
| 6107 6107SC | 39 | $2 | $2 | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 253 | $12,172.71 | $44,022 | - | $31,849.29 | 261.65% | +1.399% |
| AA Alcoa Corporation | 711.48 | $21,657.1 | $28,516.11 | - | $6,859.01 | 31.67% | -3.398% |
| AAPL Apple Inc. | 126,786 | $3.77M | $43.48M | - | $39.71M | 1,053.76% | +0.495% |
| ABBV AbbVie Inc. | 35,987 | $2.5M | $10.2M | - | $7.7M | 307.85% | +3.324% |
| ABT Abbott Laboratories | 29,240 | $1.36M | $3.01M | - | $1.65M | 121.9% | +0.351% |
| ACN Accenture plc Class A | 2,888 | $297,322.13 | $620,804.51 | - | $323,482.38 | 108.8% | +0.656% |
| ACNB ACNB Corp. | 500 | $9,645 | $31,255 | - | $21,610 | 224.05% | -0.311% |
| ADBE Adobe Inc. | 2,031 | $745,615.06 | $488,821.06 | - | -$256,794 | -34.44% | +1.862% |
| ADI Analog Devices, Inc. | 7,636 | $823,657.84 | $3.08M | - | $2.26M | 274.14% | -2.684% |
| ADP Automatic Data Processing Inc. | 14,214.3 | $1.11M | $3.98M | - | $2.88M | 259.38% | +1.602% |
| ADT ADT Inc. | 18 | $1 | $118.8 | - | $117.8 | 11,780% | -0.151% |
| AEL American Equity Investment Life Holding Co | 111 | $3 | $4 | - | $1 | 33.33% | +33.333% |
| AEP American Electric Power Company, Inc. | 5,120 | $339,210.06 | $645,785.6 | - | $306,575.54 | 90.38% | +0.382% |
| AET AET | 104 | $8 | $21 | - | $13 | 162.5% | +162.5% |
| AF Astoria Financial Corp. | 138 | $2 | $2.76 | - | $0.76 | 38% | +38% |
| AGG iShares Core U.S. Aggregate Bond ETF | 185 | $20,239 | $17,541.7 | - | -$2,697.3 | -13.33% | +0.116% |
| AIG American International Group Inc. | 42 | $2,490.68 | $3,252.06 | - | $761.38 | 30.57% | -0.283% |
| ALC Alcon Inc. | 181 | $12,717.06 | $11,560.47 | - | -$1,156.59 | -9.09% | +1.381% |
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FAQ
Which stocks have generated the highest profits for Carla Olenchak?
The largest contributions to the portfolio's profits come from the following stocks: Visa Inc. Class A - $15.06M, Microsoft Corp - $10.1M, Apple Inc - $8.07M, NBT Bancorp Inc - $7.07M, and Broadcom Inc - $6.96M. 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: Schlumberger Limited - $1.06M, Suncor Energy Inc - $201,647.11, Walgreens Boots Alliance Inc - $200,223.62, Novo Nordisk A/S Sponsored ADR - $118,293.41, and Danaher Corporation - $114,810.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Carla Olenchak's portfolio generate?
The portfolio generates substantial dividend income, with a total of $128.31M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $6.77M, General Electric Company - $5.83M, Peoples Financial Services Corp - $5.64M, Procter & Gamble Co - $4.82M, and Pfizer Inc - $4M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Carla Olenchak's monthly returns?
Carla Olenchak'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 Carla Olenchak's strategy be considered aggressive or moderate?
Carla Olenchak'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 Carla Olenchak's strategy?
Carla Olenchak'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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