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Riley Wancket Portfolio
Invests via HANTZ FINANCIAL SERVICES Inc. | Managed by Riley Wancket
Invests via HANTZ FINANCIAL SERVICES Inc.
Managed by Riley Wancket
Automatically Tracked
Riley Wancket Profile
With a strong foundation in strategic leadership and operational excellence, Riley Wancket has established himself as a formidable force within the technology sector. His expertise encompasses driving innovative product development and spearheading market expansion efforts for various startups. Known for his ability to leverage insights from market trends, he consistently identifies growth opportunities that align with evolving consumer demands. Having played pivotal roles in transforming fledgling companies into sustainable businesses, Wancket’s experience is marked by substantial contributions to operational efficiencies and revenue generation. His role extends beyond traditional management, incorporating investor relations which ensures alignment of stakeholder interests.
With a strong foundation in strategic leadership and operational excellence, Riley Wancket has established himself as a formidable force within the technology sector. His expertise encompasses driving innovative product development and spearheading market expansion efforts for various startups. Known for his ability to leverage insights from market trends, he consistently identifies growth opportunities that align with evolving consumer demands. Having played pivotal roles in transforming fledgling companies into sustainable businesses, Wancket’s experience is marked by substantial contributions to operational efficiencies and revenue generation. His role extends beyond traditional management, incorporating investor relations which ensures alignment of stakeholder interests.
Investment Philosophy & Strategy
Growth opportunities within the technology landscape are at the forefront of decision-making processes for Riley Wancket. Drawing from a wealth of experience in guiding startups toward scalability, he champions innovative product strategies that resonate with market demands. His proficiency in operational efficiency not only bolsters business performance but also enhances investor engagement and stakeholder alignment. The ability to pivot according to emerging trends positions him as a transformative leader, turning potential into tangible success stories. As an advocate for sustainable growth, Wancket aims to harness technological advancements while prioritizing long-term value creation.
Growth opportunities within the technology landscape are at the forefront of decision-making processes for Riley Wancket. Drawing from a wealth of experience in guiding startups toward scalability, he champions innovative product strategies that resonate with market demands. His proficiency in operational efficiency not only bolsters business performance but also enhances investor engagement and stakeholder alignment. The ability to pivot according to emerging trends positions him as a transformative leader, turning potential into tangible success stories. As an advocate for sustainable growth, Wancket aims to harness technological advancements while prioritizing long-term value creation.
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:
51.31%
Gain +0.56%
Monthly
0.98%
Yearly
12.39%
Drawdown
16.64%
$463.57M
Equity
Holdings
$463.57M
Investment
$215.88M
$247.7M
Profit +$2.58M
Realized
$0
Unrealized
$247.7M
Dividends
$36.79M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.56%
Profit
$2.58M
Win %
92%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$1.88M
Win %
92%
This Month
Compared to last month
Gain
1.53%
Profit
$6.98M
Win %
92%
This Year
Compared to last year
Gain
7.7%
Profit
$33.13M
Win %
92%
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.26%
+$498,340.48 
IWR iShares Russell Mid-Cap ETF
+1.25%
+$356,645.7 
EFA iShares MSCI EAFE ETF
+0.9%
+$254,246.6 
IWP iShares Russell Mid-Cap Growth ETF
+0.79%
+$275,905.92 
IUSV iShares Core S&P U.S. Value ETF
+0.71%
+$230,916 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$177,223.02 
SPLV Invesco S&P 500 Low Volatility ETF
+0.57%
+$290,353.56 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$459.11 
IWV ISHARES RUSSELL 3000 ETF
+0.41%
+$246,963.2 
SCHX Schwab U.S. Large-Cap ETF
+0.33%
+$37,407 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$189,943.08 
CWI SPDR MSCI ACWI ex-US ETF
+0.28%
+$36,342.35 
IWF iShares Russell 1000 Growth ETF
-0.02%
-$15,769.8 Events
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Dividends
Dividend Analysis
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| Trades 13 | Longs Won 12/13 92% | Profit Factor 42.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $16.11M |
| Average Win $21.14M | Best Trade (Oct 15) $45.51M | Sharpe Ratio 0 |
| Average Loss -$6M | Worst Trade (Oct 15) -$6M | Z-Score 26.76 (100%) |
| Commissions $0 | Avg. Trade Length 6y 6m 2w 5d | Expectancy $19.05M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 77 | 70 | 62 | 54 | 46 | 39 | 31 | 23 | 15 | 8 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 1,481 | $55,759.65 | $110,541.84 | - | $54,782.19 | 98.25% | +0.417% |
| AGG iShares Core U.S. Aggregate Bond ETF | 300,378 | $34.65M | $28.66M | - | -$6M | -17.3% | +0.622% |
| CWI SPDR MSCI ACWI ex-US ETF | 330,385 | $6.52M | $13.17M | - | $6.65M | 102.08% | +0.277% |
| EFA iShares MSCI EAFE ETF | 276,355 | $14.77M | $28.65M | - | $13.88M | 93.92% | +0.895% |
| IUSV iShares Core S&P U.S. Value ETF | 288,645 | $13.33M | $32.85M | - | $19.52M | 146.45% | +0.708% |
| IWF iShares Russell 1000 Growth ETF | 525,660 | $19.8M | $65.31M | - | $45.51M | 229.9% | -0.024% |
| IWP iShares Russell Mid-Cap Growth ETF | 257,856 | $15.68M | $35.44M | - | $19.76M | 126.04% | +0.785% |
| IWR iShares Russell Mid-Cap ETF | 264,182 | $11.4M | $28.95M | - | $17.54M | 153.81% | +1.247% |
| IWV ISHARES RUSSELL 3000 ETF | 140,320 | $20.81M | $61.29M | - | $40.47M | 194.45% | +0.405% |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | 701,888 | $20.24M | $39.91M | - | $19.67M | 97.16% | +1.264% |
| SCHX Schwab U.S. Large-Cap ETF | 374,070 | $3.82M | $11.35M | - | $7.53M | 197.26% | +0.331% |
| SPLV Invesco S&P 500 Low Volatility ETF | 691,318 | $32.44M | $50.96M | - | $18.52M | 57.1% | +0.573% |
| SPY SPDR S&P 500 ETF Trust | 86,732 | $22.36M | $66.94M | - | $44.58M | 199.43% | +0.285% |
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FAQ
Which stocks have generated the highest profits for Riley Wancket?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P 500 Low Volatility ETF - $6.06M, iShares Core U.S. Aggregate Bond ETF - $5.75M, ProShares S&P 500 Dividend Aristocrats ETF - $4.53M, iShares MSCI EAFE ETF - $4.29M, and SPDR S&P 500 ETF Trust - $3.72M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Riley Wancket's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.79M earned over time. The largest contributors to dividend income include Invesco S&P 500 Low Volatility ETF - $6.06M, iShares Core U.S. Aggregate Bond ETF - $5.75M, ProShares S&P 500 Dividend Aristocrats ETF - $4.53M, iShares MSCI EAFE ETF - $4.29M, and SPDR S&P 500 ETF Trust - $3.72M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Riley Wancket's monthly returns?
Riley Wancket'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 Riley Wancket's strategy be considered aggressive or moderate?
Riley Wancket'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 Riley Wancket's strategy?
Riley Wancket'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.
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