GCI
GUIDANCE CAPITAL Inc. Portfolio
Invests via GUIDANCE CAPITAL Inc. | Managed by Beau J. Handy, Stephen R. Gibson
Invests via GUIDANCE CAPITAL Inc.
Managed by Beau J. Handy, Stephen R. Gibson
Automatically Tracked
Company Profile
Guidance Capital Inc. stands as a prominent investment firm, known for its strategic insights and robust management practices in the capital markets landscape. With a focus on empowering clients through informed decision-making, it specializes in advisory services tailored to unique financial objectives. The firm's expertise encompasses diverse asset classes and market conditions, enabling Guidance Capital to effectively navigate complex economic environments. As an influential participant in wealth creation, it engages with a wide array of stakeholders—from institutional investors to private entities—positioning itself as a critical resource in portfolio optimization and investment strategies.
Guidance Capital Inc. stands as a prominent investment firm, known for its strategic insights and robust management practices in the capital markets landscape. With a focus on empowering clients through informed decision-making, it specializes in advisory services tailored to unique financial objectives. The firm's expertise encompasses diverse asset classes and market conditions, enabling Guidance Capital to effectively navigate complex economic environments. As an influential participant in wealth creation, it engages with a wide array of stakeholders—from institutional investors to private entities—positioning itself as a critical resource in portfolio optimization and investment strategies.
Investment Philosophy & Strategy
Leveraging a growth-oriented perspective, GUIDANCE CAPITAL Inc. seeks to capitalize on emerging market trends and innovative investment opportunities. The firm actively pursues sectors poised for disruption, employing analytical rigor to identify high-potential assets across varying conditions. By fostering dynamic partnerships with companies demonstrating sustainable competitive advantages, the organization strategically allocates resources toward ventures with strong scalability prospects. Its experienced leadership team utilizes deep industry knowledge to execute thoughtfully designed initiatives that drive performance while addressing evolving client needs.
Leveraging a growth-oriented perspective, GUIDANCE CAPITAL Inc. seeks to capitalize on emerging market trends and innovative investment opportunities. The firm actively pursues sectors poised for disruption, employing analytical rigor to identify high-potential assets across varying conditions. By fostering dynamic partnerships with companies demonstrating sustainable competitive advantages, the organization strategically allocates resources toward ventures with strong scalability prospects. Its experienced leadership team utilizes deep industry knowledge to execute thoughtfully designed initiatives that drive performance while addressing evolving client needs.
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:
42.83%
Gain -0.42%
Monthly
0.93%
Yearly
11.75%
Drawdown
12.78%
$471.04M
Equity
Holdings
$471.04M
Investment
$407.02M
$109.86M
Profit -$1.61M
Realized
$45.83M
Unrealized
$64.03M
Dividends
$24.89M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$1.61M
Win %
66%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$1.61M
Win %
66%
This Month
Compared to last month
Gain
-1.19%
Profit
-$5.68M
Win %
66%
This Year
Compared to last year
Gain
-0.44%
Profit
-$2.48M
Win %
68%
CRWD CrowdStrike Holdings, Inc.
+14.19%
+$560,906.73 
PANW Palo Alto Networks, Inc.
+14.18%
+$346,369.37 
NET Cloudflare Inc.
+8.52%
+$21,862.44 
ACN Accenture plc Class A
+5.8%
+$61,597.97 
WAY Waystar Holding Corp.
+5.54%
+$31,774.6 
BSX Boston Scientific Corporation
+4.57%
+$12,438.45 
DPZ Domino's Pizza Inc.
+4.01%
+$40,908.63 
RDDT Reddit Inc Class A
+3.93%
+$7,297.4 
COKE Coca-Cola Consolidated Inc.
+3.36%
+$9,645.78 
MDT Medtronic plc
+3.23%
+$39,454.8 
GOOG Alphabet Inc
+3.02%
+$52,239.44 
GOOGL Alphabet Inc
+2.9%
+$19,149.12 
META Meta Platforms Inc Class A
+2.81%
+$11,256.85 
TSCO Tractor Supply Company
+2.59%
+$21,958.97 
AXON Axon Enterprise, Inc.
+2.48%
+$11,804.8 
CSGP CoStar Group, Inc.
+2.48%
+$17,797.04 
WMT Walmart Inc.
+2.39%
+$4,942.76 
MSI Motorola Solutions, Inc.
+2.37%
+$35,471.52 
MSFT Microsoft Corp.
+2.27%
+$125,247.32 
LLY Eli Lilly and Company
+2.09%
+$6,887.93 
AVB AvalonBay Communities, Inc.
+2.02%
+$6,970.05 
GM General Motors Company
+1.98%
+$35,934 
UPS United Parcel Service, Inc.
+1.97%
+$34,743.06 
STZ Constellation Brands, Inc.
+1.85%
+$10,732.74 
HRL Hormel Foods Corporation
+1.82%
+$20,022.37 
CME CME Group Inc.
+1.77%
+$4,251.6 
COST Costco Wholesale Corporation
+1.64%
+$41,863.58 
MAR Marriott International Inc. - Class A
+1.61%
+$3,502 
PGR Progressive Corporation
+1.42%
+$6,708.41 
AMTM Amentum Holdings, Inc.
+1.39%
+$5,630.31 
PGNY Progyny Inc.
+1.32%
+$10,134.72 
DHI D.R. Horton, Inc.
+1.27%
+$9,854.25 
UBER Uber Technologies, Inc.
+1.25%
+$14,329.84 
AMGN Amgen Inc.
+1.16%
+$17,581.91 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$39,625.87 
EWH iShares MSCI Hong Kong ETF
+0.95%
+$12,404.64 
MRCY Mercury Systems Inc.
+0.86%
+$4,814.27 
MCHI iShares MSCI China ETF
+0.84%
+$9,809.14 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$9,485.19 
SNA Snap-on Inc.
+0.81%
+$10,687.91 
HIG The Hartford Insurance Group, Inc.
+0.75%
+$10,179.6 
SBH Sally Beauty Holdings Inc.
+0.72%
+$5,134.64 
SUPN Supernus Pharmaceuticals Inc.
+0.65%
+$3,716.01 
URI United Rentals, Inc.
+0.64%
+$9,013.55 
NKE Nike, Inc. - Class B
+0.61%
+$4,913.55 
USMV iShares MSCI USA Min Vol Factor ETF
+0.6%
+$3,052.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.58%
+$2,839.53 
MMSI Merit Medical Systems, Inc.
+0.57%
+$4,208.98 
JNJ Johnson & Johnson
+0.54%
+$2,219.38 
ULTA Ulta Beauty Inc.
+0.53%
+$5,096.97 
PG Procter & Gamble Co
+0.53%
+$6,371.69 
OPLN Openlane Inc.
+0.51%
+$4,057.2 
EDV Vanguard Extended Duration Treasury ETF
+0.5%
+$4,224.99 
AAPL Apple Inc.
+0.47%
+$24,303.4 
MRK Merck & Co., Inc.
+0.46%
+$8,178.18 
SYBT Stock Yards Bancorp Inc.
+0.43%
+$3,353.76 
REYN Reynolds Consumer Products Inc.
+0.39%
+$2,489.31 
GD General Dynamics Corporation
+0.37%
+$4,869.17 
TMUS T-Mobile US, Inc.
+0.23%
+$5,088.52 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.2%
+$6,031.53 
VTC Vanguard Total Corporate Bond Fund
+0.15%
+$541.97 
BLV Vanguard Long-Term Bond ETF
+0.15%
+$1,084.05 
L Loews Corporation
+0.12%
+$1,600.2 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.1%
+$3,416.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$12,725.4 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.08%
+$434.57 
FLDR Fidelity Low Duration Bond ETF
+0.07%
+$414.93 
GSY Invesco Ultra Short Duration ETF
+0.06%
+$7,759.23 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$1,535.03 
BAB Invesco Taxable Municipal Bond ETF
+0.06%
+$541.07 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$314.55 
LODI AAM SLC Low Duration Income ETF
+0.05%
+$188.56 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.04%
+$2,262.47 
NEAR iShares Short Maturity Bond ETF
+0.03%
+$477.45 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$228 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$1,176.65 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$361.96 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$656.62 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$592.23 
SHV iShares Short Treasury Bond ETF
+0.01%
+$317.39 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
+$76.4 
SNDR Schneider National, Inc.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
AEIS Advanced Energy Industries Inc.
-10.65%
-$74,768.1 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.64%
-$22,909 
TTMI TTM Technologies, Inc.
-9.57%
-$80,356.1 
GEV GE Vernova Inc.
-8.63%
-$192,859.37 
AMKR Amkor Technology Inc.
-8.31%
-$19,642.4 
Q Qnity Electronics Inc.
-7.25%
-$112,576.4 
MPWR Monolithic Power Systems, Inc.
-7.1%
-$130,525.74 
ESI Element Solutions Inc.
-6.73%
-$51,074.1 
BHE Benchmark Electronics Inc.
-6.72%
-$67,472.23 
MRVL Marvell Technology, Inc.
-6.64%
-$31,103.35 
EWY iShares MSCI South Korea ETF
-5.99%
-$76,998.2 
NPO EnPro Industries Inc.
-5.46%
-$45,040.06 
SOXX iShares Semiconductor ETF
-5.38%
-$11,307.66 
INTC Intel Corporation
-5.24%
-$138,097.19 
NBIS Nebius Group N.V.
-5.08%
-$19,824.6 
VST Vistra Corp
-5.03%
-$60,013.98 
DELL Dell Technologies Inc.
-5.03%
-$18,814.44 
AVGO Broadcom Inc.
-4.75%
-$17,457.99 
MU Micron Technology, Inc.
-4.75%
-$29,857.06 
NRG NRG Energy, Inc.
-4.55%
-$64,938.6 
ORCL Oracle Corporation
-4.5%
-$40,328.89 
EQIX Equinix, Inc.
-4%
-$62,868.52 
AMD Advanced Micro Devices, Inc.
-3.9%
-$19,496.28 
AIR AAR Corp.
-3.67%
-$29,139.81 
CDNS Cadence Design Systems, Inc.
-3.46%
-$39,859.82 
VG Venture Global Inc.
-3.26%
-$7,943.36 
EWT iShares MSCI Taiwan ETF
-3.12%
-$8,523.49 
HWKN Hawkins Inc.
-3.06%
-$16,670.6 
NEM Newmont Corporation
-2.92%
-$41,132.9 
RUN Sunrun Inc.
-2.89%
-$9,064.19 
NVDA NVIDIA Corporation
-2.85%
-$39,577.06 
XME SPDR S&P Metals & Mining ETF
-2.75%
-$46,896.79 
HAL Halliburton Company
-2.73%
-$29,438.22 
IRDM Iridium Communications Inc.
-2.7%
-$37,880.97 
EEM iShares MSCI Emerging Markets ETF
-2.49%
-$13,766.74 
IEMG iShares Core MSCI Emerging Markets ETF
-2.35%
-$443,984.52 
FCX Freeport-McMoRan Inc.
-2.32%
-$31,980.3 
GFF Griffon Corporation
-2.13%
-$16,513.37 
PESI Perma-Fix Environmental Services Inc.
-2.12%
-$6,643.17 
GE General Electric Company
-1.94%
-$5,635.84 
TXN Texas Instruments Inc
-1.9%
-$32,219.45 
WDFC WD-40 Company
-1.88%
-$11,351.31 
CTS Cts Corporation
-1.87%
-$14,243.04 
ICLN iShares Global Clean Energy ETF
-1.81%
-$33,171.45 
EQT EQT Corporation
-1.74%
-$22,849.52 
JPM JPMorgan Chase & Co.
-1.69%
-$19,251.99 
TUR iShares MSCI Turkey ETF
-1.68%
-$4,211.92 
SLV iShares Silver Trust
-1.65%
-$5,782.08 
OSIS Osi Systems Inc.
-1.62%
-$8,315.6 
WAB Wabtec Corporation
-1.6%
-$24,824.4 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.52%
-$5,193.27 
ETR Entergy Corporation
-1.49%
-$23,333.34 
LNG Cheniere Energy Inc.
-1.47%
-$24,561.6 
EXE Expand Energy Corporation
-1.43%
-$3,142.96 
XLU Utilities Select Sector SPDR Fund
-1.39%
-$3,117.56 
TSLA Tesla, Inc.
-1.36%
-$7,266.14 
TPL Texas Pacific Land Corporation
-1.32%
-$17,204.09 
GLD SPDR Gold Shares
-1.3%
-$82,331.44 
IGE iShares North American Natural Resources ETF
-1.29%
-$27,623.3 
IAU iShares Gold Trust
-1.27%
-$39,963.42 
AMZN Amazon.com Inc
-1.21%
-$19,733.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$39,789.42 
TDY Teledyne Technologies Incorporated
-1.12%
-$13,932.9 
AVES Avantis Emerging Markets Value ETF
-1.09%
-$7,537.82 
VEU Vanguard FTSE All-World ex-US ETF
-1.09%
-$4,084.56 
ICVT iShares Convertible Bond ETF
-1.08%
-$10,522.65 
EWZ iShares MSCI Brazil ETF
-1.01%
-$7,092.85 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-1%
-$3,485.35 
QCOM QUALCOMM Incorporated
-0.97%
-$14,351.16 
CVX Chevron Corporation
-0.88%
-$3,887.84 
XOM Exxon Mobil Corporation
-0.84%
-$4,719.32 
EWJ iShares MSCI Japan ETF
-0.82%
-$14,592.15 
MOS Mosaic Company
-0.77%
-$9,386.33 
DVN Devon Energy Corporation
-0.73%
-$2,403.16 
FEX First Trust Large Cap Core Fund A
-0.72%
-$1,548.86 
PLD Prologis Inc.
-0.65%
-$6,834.85 
IWP iShares Russell Mid-Cap Growth ETF
-0.65%
-$2,053.8 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$114,079.36 
LIN Linde plc
-0.62%
-$6,797.28 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$2,555.93 
JHMM John Hancock Multifactor Mid Cap ETF
-0.58%
-$3,152.76 
IYW iShares U.S. Technology ETF
-0.58%
-$1,995.82 
F Ford Motor Company
-0.57%
-$1,297.36 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.57%
-$2,909.97 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.56%
-$1,780.02 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$59,981.53 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.55%
-$1,145.22 
ALK Alaska Air Group Inc.
-0.55%
-$4,219.2 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.55%
-$10,388.41 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.53%
-$1,536.96 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.53%
-$1,676.15 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$192,429.77 
FSS Federal Signal Corp.
-0.52%
-$3,553.34 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.51%
-$2,109.99 
XLG Invesco S&P 500 Top 50 ETF
-0.5%
-$1,535.62 
VTV Vanguard Value ETF
-0.47%
-$1,739.46 
BRC Brady Corporation
-0.46%
-$3,200.8 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.41%
-$8,477.7 
CSX CSX Corporation
-0.39%
-$781.09 
IVLU iShares MSCI International Value Factor ETF
-0.38%
-$825.01 
VOE Vanguard Mid-Cap Value ETF
-0.37%
-$1,273.67 
USB U.S. Bancorp
-0.37%
-$1,812.86 
VOO Vanguard S&P 500 ETF
-0.35%
-$1,215.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$1,402.44 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$2,494.35 
GWW W.W. Grainger, Inc.
-0.34%
-$4,358.1 
IVV iShares Core S&P 500 ETF
-0.34%
-$1,847.09 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$156,952.99 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$27,368.46 
SMMD iShares Russell 2500 ETF
-0.32%
-$13,062.12 
CGGR Capital Group Growth ETF
-0.31%
-$1,049.37 
MGC Vanguard Mega Cap ETF
-0.31%
-$9,702.7 
CARR Carrier Global Corporation
-0.3%
-$3,745.27 
PSA Public Storage Common Stock
-0.29%
-$2,820.3 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$6,645.8 
EQL Alps Equal Sector Weight ETF
-0.27%
-$1,462.16 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.27%
-$1,175.12 
MDLZ Mondelez International, Inc.
-0.24%
-$1,556.1 
CHDN Churchill Downs Incorporated
-0.23%
-$3,565.48 
INDA ISHARES MSCI INDIA ETF
-0.22%
-$3,018.86 
VUG Vanguard Growth ETF
-0.19%
-$19,192.32 
FALN iShares Fallen Angels USD Bond ETF
-0.19%
-$3,597.2 
XHB SPDR S&P Homebuilders ETF
-0.17%
-$1,464.38 
CENTA Central Garden & Pet Company Class A Common Stock Nonvoting
-0.17%
-$484.61 
AVLV Avantis U.S. Large Cap Value ETF
-0.17%
-$5,864.64 
PPG PPG Industries Inc.
-0.15%
-$1,842.72 
MGK Vanguard Mega Cap Growth ETF
-0.14%
-$499.72 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$543.37 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.12%
-$2,112.55 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$322.3 
BNDX Vanguard Total International Bond ETF
-0.09%
-$858.52 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$1,546.14 
RBCAA Republic Bancorp, Inc.
-0.06%
-$1,141.86 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$293.52 
MUB iShares National Muni Bond ETF
-0.05%
-$721.87 
DGRO iShares Core Dividend Growth ETF
-0.05%
-$316.56 
MBB iShares MBS ETF
-0.05%
-$931 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$393.47 
VTWV Vanguard Russell 2000 Value Index Fund
-0.04%
-$114.58 
GVI iShares Intermediate Government Bond ETF
-0.04%
-$123.93 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$90.86 
CMBS iShares CMBS ETF
-0.03%
-$595.32 
ABM ABM Industries Inc.
-0.03%
-$226.2 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$1,221.46 
GNMA iShares GNMA Bond ETF
-0.01%
-$498.82 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$156.89 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$85.18 
VTG Vanguard Total Treasury ETF
0%
-$44.89 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2363 | Longs Won 1562/2363 66% | Profit Factor 6.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $357,346.31 |
| Average Win $83,778.8 | Best Trade (Aug 14) $9.11M | Sharpe Ratio -10.02 |
| Average Loss -$26,221.03 | Worst Trade (Sep 30) -$2.73M | Z-Score 2.83 (99.53%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1d | Expectancy $46,491.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,579 | $3.75M | $5.2M | - | $1.45M | 38.8% | +0.47% |
| ABM ABM Industries Inc. | 15,080 | $732,674.27 | $745,178.2 | - | $12,503.93 | 1.71% | -0.03% |
| ACN Accenture plc Class A | 5,773 | $1.11M | $1.12M | - | $11,387.69 | 1.02% | +5.802% |
| AEIS Advanced Energy Industries Inc. | 2,445 | $789,377.07 | $627,558.15 | - | -$161,818.92 | -20.5% | -10.646% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 102,335 | $2.46M | $2.63M | - | $173,021.29 | 7.04% | +0.058% |
| AIR AAR Corp. | 6,321 | $709,181.8 | $764,019.27 | - | $54,837.47 | 7.73% | -3.674% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 739 | $356,951.77 | $192,302.58 | - | -$164,649.19 | -46.13% | -10.645% |
| ALK Alaska Air Group Inc. | 18,752 | $743,906.57 | $767,613.12 | - | $23,706.55 | 3.19% | -0.547% |
| AMD Advanced Micro Devices, Inc. | 969 | $140,030.2 | $480,633.69 | - | $340,603.49 | 243.24% | -3.898% |
| AMGN Amgen Inc. | 4,005 | $1.14M | $1.53M | - | $384,487.82 | 33.6% | +1.163% |
| AMKR Amkor Technology Inc. | 4,568 | $180,344.64 | $216,660.24 | - | $36,315.6 | 20.14% | -8.312% |
| AMTM Amentum Holdings, Inc. | 20,853 | $536,507.83 | $411,429.69 | - | -$125,078.14 | -23.31% | +1.387% |
| AMZN Amazon.com Inc | 6,376 | $973,696.39 | $1.62M | - | $643,799.17 | 66.12% | -1.205% |
| AVB AvalonBay Communities, Inc. | 5,163 | $995,856.53 | $351,806.82 | - | -$644,049.71 | -64.67% | +2.021% |
| AVES Avantis Emerging Markets Value ETF | 10,397 | $536,112.07 | $681,679.3 | - | $145,567.23 | 27.15% | -1.094% |
| AVGO Broadcom Inc. | 1,015 | $235,059.96 | $349,961.85 | - | $114,901.89 | 48.88% | -4.752% |
| AVLV Avantis U.S. Large Cap Value ETF | 36,654 | $2.45M | $3.42M | - | $967,453.92 | 39.41% | -0.171% |
| AVUV Avantis U.S. Small Cap Value ETF | 18,988 | $1.85M | $2.36M | - | $507,133.32 | 27.41% | -0.281% |
| AXON Axon Enterprise, Inc. | 992 | $537,416 | $487,310.08 | - | -$50,105.92 | -9.32% | +2.483% |
| BAB Invesco Taxable Municipal Bond ETF | 36,071 | $968,478.15 | $937,304.93 | - | -$31,173.22 | -3.22% | +0.058% |
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FAQ
Which stocks have generated the highest profits for GUIDANCE CAPITAL Inc.?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $10.42M, Vanguard Growth ETF - $8.66M, iShares Silver Trust - $7.51M, iShares Short Treasury Bond ETF - $3.16M, and iShares Core MSCI Emerging Markets ETF - $2.34M. 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 Core S&P Small-Cap ETF - $2.6M, Lamb Weston Holdings, Inc - $943,848.2, LyondellBasell Industries N.V - $392,927.9, Skyworks Solutions Inc - $392,425.57, and TransMedics Group Inc - $185,432.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does GUIDANCE CAPITAL Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.89M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $3.11M, SPDR S&P 500 ETF Trust - $1.34M, iShares Core MSCI EAFE ETF - $1.27M, iShares Short Treasury Bond ETF - $1.16M, and SPDR Bloomberg 1-3 Month T-Bill ETF - $1.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are GUIDANCE CAPITAL Inc.'s monthly returns?
GUIDANCE CAPITAL Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can GUIDANCE CAPITAL Inc.'s strategy be considered aggressive or moderate?
GUIDANCE CAPITAL Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow GUIDANCE CAPITAL Inc.'s strategy?
GUIDANCE CAPITAL Inc.'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.
