SLB
Susan L. Bloom Portfolio
Invests via Kentucky Trust Co | Managed by Susan L. Bloom
Invests via Kentucky Trust Co
Managed by Susan L. Bloom
Automatically Tracked
Seasoned corporate director and investor focused on governance, strategic transactions and capital allocation. Susan L. Bloom brings board-level experience across public and private companies, with a track record advising on M&A, risk oversight and executive compensation. Market-oriented adviser with experience interfacing with PE sponsors, institutional investors and senior management on value-creation initiatives.
Seasoned corporate director and investor focused on governance, strategic transactions and capital allocation. Susan L. Bloom brings board-level experience across public and private companies, with a track record advising on M&A, risk oversight and executive compensation. Market-oriented adviser with experience interfacing with PE sponsors, institutional investors and senior management on value-creation initiatives.
Investment Philosophy & Strategy
Prioritizes disciplined capital allocation driven by rigorous governance and board-level oversight, seeking companies where strategic transactions, M&A and executive incentives can unlock shareholder value. Prefers a market-oriented, value-creation approach that aligns management and investors, emphasizes cash-flow resilience and measurable KPIs, and uses risk oversight to protect downside while pursuing constructive mid-term growth. Operates sector-agnostic but favors situations where governance improvements and active board stewardship materially enhance returns.
Prioritizes disciplined capital allocation driven by rigorous governance and board-level oversight, seeking companies where strategic transactions, M&A and executive incentives can unlock shareholder value. Prefers a market-oriented, value-creation approach that aligns management and investors, emphasizes cash-flow resilience and measurable KPIs, and uses risk oversight to protect downside while pursuing constructive mid-term growth. Operates sector-agnostic but favors situations where governance improvements and active board stewardship materially enhance returns.
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:
25.45%
Gain +0.33%
Monthly
1.06%
Yearly
13.51%
Drawdown
13.81%
$200.85M
Equity
Holdings
$200.85M
Investment
$162.09M
$42.43M
Profit +$696,173.98
Realized
$3.43M
Unrealized
$39M
Dividends
$8.51M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$696,173.98
Win %
65%
This Week
Compared To Last Week
Gain
0.33%
Profit
$658,339.19
Win %
65%
This Month
Compared to last month
Gain
1.63%
Profit
$3.22M
Win %
65%
This Year
Compared to last year
Gain
1.6%
Profit
$3.16M
Win %
68%
PBK PowerBank Corporation
+8.71%
+$16.3 
IP International Paper Company
+6.9%
+$3,960 
HELP Cybin Inc.
+6.46%
+$134 
ADSK Autodesk, Inc.
+6.07%
+$42.06 
PII Polaris Inc.
+5.79%
+$586 
SMR NuScale Power Corporation
+5.49%
+$160 
NKE Nike, Inc. - Class B
+5.21%
+$1,284.32 
ENPH Enphase Energy, Inc.
+5.01%
+$73.5 
DASH DoorDash, Inc.
+4.91%
+$904 
KMB Kimberly-Clark Corporation
+4.69%
+$466 
NXPI NXP Semiconductors N.V.
+4.65%
+$369.36 
CRM Salesforce Inc
+4.57%
+$79,490 
SGI Somnigroup International Inc.
+4.42%
+$98.64 
VMC Vulcan Materials Company
+4.4%
+$15,307.19 
ELAN Elanco Animal Health Incorporated
+4.39%
+$55.44 
BLK BlackRock, Inc.
+4.38%
+$15,130.79 
HD The Home Depot, Inc.
+4.31%
+$41,334.28 
ANGX Angel Studios, Inc.
+4.25%
+$80.25 
SYK Stryker Corporation
+4.12%
+$6,594.49 
HONA Honeywell Aerospace Inc.
+4.07%
+$1,135.64 
VVV Valvoline Inc.
+3.98%
+$331.54 
SPGI S&P Global Inc.
+3.98%
+$9,581.6 
LOW Lowe's Companies Inc.
+3.94%
+$52,944.45 
WM Waste Management, Inc.
+3.91%
+$4,220 
SBUX Starbucks Corporation
+3.89%
+$2,660.79 
CPB The Campbell's Company
+3.87%
+$296 
SHW The Sherwin-Williams Company
+3.81%
+$259.98 
NEM Newmont Corporation
+3.79%
+$59.22 
LUV Southwest Airlines Co.
+3.79%
+$819.5 
LLY Eli Lilly and Company
+3.55%
+$44,284.7 
NCLH Norwegian Cruise Line Holdings Ltd.
+3.5%
+$52 
BR Broadridge Financial Solutions, Inc.
+3.48%
+$1,755 
TMO Thermo Fisher Scientific Inc.
+3.46%
+$372.64 
CMCSA Comcast Corp
+3.42%
+$79.2 
YUMC Yum China Holdings Inc.
+3.4%
+$882 
SLV iShares Silver Trust
+3.38%
+$1,836 
SJM The J.M. Smucker Company
+3.36%
+$1,022.5 
QCOM QUALCOMM Incorporated
+3.35%
+$23,166.2 
KDP Keurig Dr Pepper Inc.
+3.2%
+$984.74 
CI The Cigna Group
+3.19%
+$3,913.52 
CASY Casey's General Stores Inc.
+3.06%
+$20.02 
DG Dollar General Corporation
+3.04%
+$1,599.75 
DHR Danaher Corporation
+3.03%
+$88.53 
ORCL Oracle Corporation
+3%
+$3,230.08 
CHKP Check Point Software Technologies Ltd.
+3%
+$9,768.62 
SEDG SolarEdge Technologies Inc.
+2.98%
+$118.3 
WU Western Union Co.
+2.98%
+$1,321.92 
RMD ResMed Inc.
+2.95%
+$2,498.4 
FBIN Fortune Brands Innovations Inc.
+2.94%
+$239.4 
NFLX Netflix, Inc.
+2.89%
+$26.52 
NVO Novo Nordisk A/S Sponsored ADR
+2.89%
+$5,775 
ZBH Zimmer Biomet Holdings, Inc.
+2.84%
+$2,009.7 
YUM Yum! Brands, Inc.
+2.82%
+$2,484 
BX Blackstone Inc.
+2.81%
+$260.13 
PPG PPG Industries Inc.
+2.8%
+$5.88 
UNH UnitedHealth Group Incorporated
+2.79%
+$1,016.6 
GEHC GE HealthCare Technologies Inc.
+2.75%
+$684.32 
IBM International Business Machines Corporation
+2.74%
+$11,350.56 
KHC The Kraft Heinz Company
+2.56%
+$13,018.68 
WY Weyerhaeuser Company
+2.54%
+$3,211.2 
PRU Prudential Financial, Inc.
+2.52%
+$1,309.88 
GILD Gilead Sciences Inc.
+2.49%
+$38.3 
DJT Trump Media & Technology Group Corp.
+2.49%
+$90 
DGX Quest Diagnostics Inc.
+2.45%
+$8,042.31 
DD DuPont de Nemours, Inc.
+2.43%
+$4,040.41 
CVS CVS Health Corporation
+2.42%
+$29,291.25 
CAH Cardinal Health Inc.
+2.41%
+$698.49 
GIS General Mills, Inc.
+2.4%
+$8,114.26 
BTU Peabody Energy Corporation
+2.39%
+$308 
NVS Novartis AG Sponsored ADR
+2.38%
+$34,300 
BTI British American Tobacco p.l.c. ADR
+2.37%
+$268 
WFC Wells Fargo & Company
+2.29%
+$20,118.75 
ABT Abbott Laboratories
+2.29%
+$11,625.12 
AXP American Express Company
+2.25%
+$726.6 
TLRY Tilray Brands, Inc.
+2.23%
+$1.75 
PAYX Paychex Inc.
+2.22%
+$12,695.88 
BA Boeing Company
+2.2%
+$8,681.31 
TFC Truist Financial Corporation
+2.19%
+$37,431 
BMY Bristol-Myers Squibb Company
+2.18%
+$16,070.82 
F Ford Motor Company
+2.16%
+$718.9 
UPS United Parcel Service, Inc.
+2.14%
+$9,815.4 
DEO Diageo plc Sponsored ADR
+2.13%
+$392 
V Visa Inc. Class A
+2.13%
+$30,401.28 
RCL Royal Caribbean Group
+2.08%
+$3,705.01 
VRTX Vertex Pharmaceuticals Incorporated
+2.06%
+$51.25 
MKC McCormick & Company, Incorporated
+2.03%
+$546 
FFBC First Financial Bancorp.
+2.01%
+$1,129.02 
USB U.S. Bancorp
+2.01%
+$179,665.48 
LMT Lockheed Martin Corporation
+1.99%
+$676.65 
GRMN Garmin Ltd.
+1.97%
+$1,100 
T AT&T Inc.
+1.95%
+$41,952.69 
TSCO Tractor Supply Company
+1.92%
+$315 
ADP Automatic Data Processing Inc.
+1.9%
+$7,046.25 
BTZ BlackRock Credit Allocation Income Trust
+1.88%
+$472.66 
MU Micron Technology, Inc.
+1.87%
+$102.66 
OTIS Otis Worldwide Corporation
+1.87%
+$129 
AMGN Amgen Inc.
+1.86%
+$34,966.8 
NBB Nuveen Taxable Municipal Income Fund
+1.86%
+$50.79 
SYBT Stock Yards Bancorp Inc.
+1.82%
+$838.44 
CMP Compass Minerals International Inc.
+1.8%
+$40 
GLD SPDR Gold Shares
+1.79%
+$2,452.8 
ARCC Ares Capital Corporation
+1.77%
+$5,889.18 
MCD McDonald's Corporation
+1.76%
+$11,509.93 
BIZD VanEck BDC Income ETF
+1.75%
+$105 
RYN Rayonier Inc.
+1.72%
+$131.52 
STZ Constellation Brands, Inc.
+1.7%
+$4,155.55 
IRM Iron Mountain Inc.
+1.64%
+$30,648.8 
GE General Electric Company
+1.62%
+$9,955.02 
DOW Dow Inc.
+1.61%
+$826.26 
BBN BlackRock Taxable Municipal Bond Trust
+1.59%
+$169.16 
WSBC WesBanco Inc.
+1.59%
+$2,221.98 
PFG Principal Financial Group, Inc.
+1.58%
+$340 
EMN Eastman Chemical Company
+1.57%
+$405.9 
VST Vistra Corp
+1.57%
+$11.9 
RF Regions Financial Corporation
+1.56%
+$4,564.56 
COR Cencora, Inc.
+1.56%
+$550.2 
DIS The Walt Disney Company
+1.55%
+$13,732.94 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.54%
+$25.27 
GABC German American Bancorp Inc.
+1.52%
+$4,440 
ADC Agree Realty Corporation
+1.49%
+$168.56 
WMT Walmart Inc.
+1.47%
+$37,348.11 
FDX FedEx Corporation
+1.46%
+$460.08 
VB Vanguard Small-Cap ETF
+1.46%
+$149.4 
SYY Sysco Corporation
+1.46%
+$12,103.26 
ALL Allstate Corporation
+1.45%
+$548.8 
CLX The Clorox Company
+1.45%
+$4,851.12 
FITB Fifth Third Bancorp
+1.43%
+$16,592.7 
GS The Goldman Sachs Group, Inc.
+1.43%
+$1,884 
GPC Genuine Parts Company
+1.43%
+$188 
GXRP Grayscale XRP Trust ETF
+1.41%
+$72 
CHCO City Holding Company
+1.4%
+$6,654.2 
DLR Digital Realty Trust, Inc.
+1.38%
+$1,297.1 
CFG Citizens Financial Group, Inc.
+1.37%
+$28.38 
BRW Saba Capital Income & Opportunities Fund
+1.37%
+$40 
IWM iShares Russell 2000 ETF
+1.37%
+$22.26 
CARR Carrier Global Corporation
+1.33%
+$864 
VOT Vanguard Mid-Cap Growth ETF
+1.31%
+$382 
SNY Sanofi American Depositary Receipt
+1.31%
+$4,009.2 
TEL TE Connectivity plc
+1.3%
+$19.18 
VBK Vanguard Small-Cap Growth ETF
+1.3%
+$154.44 
MDT Medtronic plc
+1.29%
+$18,868.52 
CMI Cummins Inc.
+1.29%
+$2,078.38 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.26%
+$3,652.24 
LHX L3Harris Technologies, Inc.
+1.26%
+$15 
SDY SPDR S&P Dividend ETF
+1.26%
+$12,399.42 
KIM Kimco Realty Corporation
+1.25%
+$10,431.12 
TJX The TJX Companies, Inc.
+1.23%
+$593.25 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.22%
+$1,411 
MTB M&T Bank Corporation
+1.2%
+$1,274 
GAIN Gladstone Investment Corporation
+1.19%
+$360 
DOC Healthpeak Properties, Inc.
+1.17%
+$8,974.46 
GAB Gabelli Equity Trust Inc.
+1.17%
+$444 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.16%
+$598 
PGX Invesco Preferred ETF
+1.1%
+$338.8 
AMT American Tower Corporation
+1.09%
+$31.36 
ECL Ecolab Inc.
+1.08%
+$62 
MSFT Microsoft Corp.
+1.08%
+$99,181.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.08%
+$1,565.1 
PRMB Primo Brands Corp. Common Stock
+1.06%
+$200 
WELL Welltower Inc.
+1.06%
+$238.62 
TAP Molson Coors Beverage Company
+1.03%
+$1,076 
MSI Motorola Solutions, Inc.
+1.03%
+$130.48 
BF-B Brown-Forman Corporation
+1.02%
+$91.93 
DDD 3D Systems Corporation
+1.02%
+$6 
VO Vanguard Mid-Cap ETF
+1.01%
+$230.04 
AWK American Water Works Company, Inc.
+1.01%
+$3,419.41 
MDY SPDR S&P MidCap 400 ETF Trust
+1%
+$105.44 
HWM Howmet Aerospace Inc.
+0.99%
+$4.32 
OHI Omega Healthcare Investors Inc.
+0.98%
+$440 
MO Altria Group, Inc.
+0.97%
+$1,488.16 
FTV Fortive Corporation
+0.94%
+$4,811.4 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
+0.94%
+$89.67 
EFA iShares MSCI EAFE ETF
+0.9%
+$552 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.88%
+$1,075.2 
CSX CSX Corporation
+0.85%
+$797.45 
FCX Freeport-McMoRan Inc.
+0.85%
+$80.83 
FHN First Horizon Corporation
+0.84%
+$301.53 
VYMI Vanguard International High Dividend Yield Index Fund
+0.82%
+$747 
UNP Union Pacific Corporation
+0.8%
+$403.56 
PFF iShares Preferred and Income Securities ETF
+0.8%
+$44,959.71 
PFE Pfizer Inc.
+0.79%
+$15,267.63 
C Citigroup Inc.
+0.77%
+$4,033.54 
CB Chubb Limited
+0.75%
+$34.32 
NEE NextEra Energy, Inc.
+0.75%
+$7,054.63 
MGV Vanguard Mega Cap Value ETF
+0.75%
+$217.71 
DHS WisdomTree U.S. High Dividend Fund
+0.74%
+$776.9 
MDLZ Mondelez International, Inc.
+0.73%
+$825.24 
GM General Motors Company
+0.73%
+$1,708 
CTBI Community Trust Bancorp Inc.
+0.73%
+$108 
GD General Dynamics Corporation
+0.71%
+$7,221.39 
O Realty Income Corporation
+0.69%
+$5,326.84 
SOLV Solventum Corporation
+0.69%
+$93.6 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$240 
EMR Emerson Electric Co.
+0.66%
+$18,640.3 
SNA Snap-on Inc.
+0.66%
+$163.2 
VTR Ventas Inc.
+0.65%
+$10,854.25 
DCI Donaldson Company, Inc.
+0.64%
+$800.8 
ITW Illinois Tool Works Inc.
+0.64%
+$779.16 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$114.46 
BAC Bank of America Corporation
+0.6%
+$3,462.08 
ABBV AbbVie Inc.
+0.59%
+$8,776.3 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$610.61 
PH Parker-Hannifin Corporation
+0.57%
+$651.6 
MET MetLife Inc.
+0.55%
+$84.7 
MMM 3M Company
+0.53%
+$9,729.21 
SPHQ Invesco S&P 500 Quality ETF
+0.5%
+$14,261.1 
GOOGL Alphabet Inc
+0.45%
+$515.08 
STT State Street Corp
+0.42%
+$901.71 
VEU Vanguard FTSE All-World ex-US ETF
+0.42%
+$191.47 
IWB iShares Russell 1000 ETF
+0.38%
+$24 
EIX Edison International
+0.38%
+$105 
GOOG Alphabet Inc
+0.37%
+$17,607.24 
PG Procter & Gamble Co
+0.35%
+$14,785.15 
NSC Norfolk Southern Corporation
+0.34%
+$10,088.01 
CINF Cincinnati Financial Corporation
+0.33%
+$325.05 
MS Morgan Stanley
+0.33%
+$70.21 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$470.85 
AMZN Amazon.com Inc
+0.27%
+$10,558.88 
IVV iShares Core S&P 500 ETF
+0.27%
+$558.89 
RTX RTX Corporation
+0.26%
+$8,661.12 
KO The Coca-Cola Company
+0.24%
+$5,459.74 
LIN Linde plc
+0.11%
+$140.92 
D Dominion Energy, Inc.
+0.1%
+$445.2 
ELV Elevance Health, Inc.
+0.08%
+$13.6 
RJF Raymond James Financial Inc.
+0.08%
+$117.6 
JPM JPMorgan Chase & Co.
+0.07%
+$5,593.75 
DE Deere & Company
+0.04%
+$5.8 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.02%
+$4.93 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.01%
+$389.26 
ATO Atmos Energy Corporation
+0.01%
+$157.19 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 021E
021ESC017
0%
$0 G200
G2004J103
0%
$0 
FDXF FedEx Freight Holding Company Inc.
0%
$0 
MBGL Mobility Global Inc
0%
$0 
HPE Hewlett Packard Enterprise Company
-7.1%
-$448 
HONIV Honeywell International Inc.
-5.79%
-$2,138.31 
KFFB Kentucky First Federal Bancorp
-3.91%
-$2,609.86 
CTVA Corteva Inc.
-3.88%
-$1,122.16 
AMAT Applied Materials, Inc.
-3.72%
-$131,214.82 
VRT Vertiv Holdings Co
-3.63%
-$48.48 
VLO Valero Energy Corporation
-3.42%
-$1,116.12 
CSCO Cisco Systems, Inc.
-3.33%
-$70,926.06 
JCI Johnson Controls International plc
-3.15%
-$7,667.14 
INTC Intel Corporation
-2.8%
-$44,651.75 
PM Philip Morris International Inc.
-2.76%
-$18,619.07 
PSX Phillips 66
-2.72%
-$5,711.53 
PLD Prologis Inc.
-2.7%
-$5,920.64 
KLAC KLA Corporation
-2.43%
-$1,700.85 
HP Helmerich & Payne Inc.
-2.36%
-$332.15 
SPCX Space Exploration Technologies Corp. Class A
-2.33%
-$1,805.4 
NVDA NVIDIA Corporation
-1.84%
-$65,388.62 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.8%
-$348.75 
CAT Caterpillar Inc.
-1.78%
-$74,970.74 
OXY-WT Occidental Petroleum Corporation
-1.78%
-$25.2 
BKR Baker Hughes Company
-1.75%
-$97 
GLW Corning Incorporated
-1.75%
-$28,454.94 
MPC Marathon Petroleum Corporation
-1.65%
-$5,359.99 
GEV GE Vernova Inc.
-1.63%
-$7,194.46 
KMI Kinder Morgan, Inc.
-1.59%
-$1,348.85 
ETN Eaton Corporation plc
-1.56%
-$1,465.1 
AMD Advanced Micro Devices, Inc.
-1.5%
-$859 
MRK Merck & Co., Inc.
-1.48%
-$22,192.4 
APH Amphenol Corporation
-1.45%
-$3,902.4 
DVN Devon Energy Corporation
-1.36%
-$51 
EVRG Evergy Inc.
-1.33%
-$5,165.6 
XOM Exxon Mobil Corporation
-1.32%
-$51,931.26 
TSLA Tesla, Inc.
-1.29%
-$1,656.72 
TTE TotalEnergies SE
-1.28%
-$172.5 
PANW Palo Alto Networks, Inc.
-1.27%
-$977.85 
CVX Chevron Corporation
-1.23%
-$49,386.86 
ARTNA Artesian Resources Corporation Class A Common Stock
-1.22%
-$205 
NFG National Fuel Gas Company
-1.03%
-$344.4 
OGE Oge Energy Corp.
-0.97%
-$9,241.88 
AEE Ameren Corporation
-0.78%
-$11,917.88 
PCT PureCycle Technologies, Inc.
-0.78%
-$37.5 
BP BP p.l.c. Sponsored ADR
-0.76%
-$122.84 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$411.4 
PEP PepsiCo, Inc.
-0.69%
-$9,777.54 
DUK Duke Energy Corporation
-0.64%
-$16,555.08 
KR Kroger Co.
-0.6%
-$2,618.2 
EQT EQT Corporation
-0.57%
-$69.3 
AVGO Broadcom Inc.
-0.56%
-$1,459.21 
TXN Texas Instruments Inc
-0.55%
-$1,751.85 
ICLN iShares Global Clean Energy ETF
-0.54%
-$187.2 
TMUS T-Mobile US, Inc.
-0.48%
-$50.92 
COP ConocoPhillips
-0.43%
-$859.49 
VGT Vanguard Information Technology ETF
-0.41%
-$202 
COST Costco Wholesale Corporation
-0.41%
-$171.57 
PNC The PNC Financial Services Group, Inc.
-0.4%
-$14,772.22 
SLB Schlumberger Limited
-0.29%
-$182 
EXC Exelon Corporation
-0.28%
-$817.68 
AAPL Apple Inc.
-0.28%
-$28,393.92 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.28%
-$335.86 
EOS Eaton Vance Enhanced Equity Income Fund II
-0.27%
-$128.38 
DNP DNP Select Income Fund Inc.
-0.25%
-$17,187.3 
JNJ Johnson & Johnson
-0.25%
-$12,554.01 
SO The Southern Company
-0.22%
-$9,592.2 
LNG Cheniere Energy Inc.
-0.19%
-$38.88 
XLU Utilities Select Sector SPDR Fund
-0.17%
-$494.2 
FSLR First Solar, Inc.
-0.15%
-$176.85 
AFL Aflac Inc.
-0.14%
-$453.27 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$4,343.4 
META Meta Platforms Inc Class A
-0.11%
-$719.17 
HACK Amplify Cybersecurity ETF
-0.11%
-$85.8 
VUG Vanguard Growth ETF
-0.1%
-$30.24 
IDA Idacorp Inc.
-0.08%
-$341 
BRK-B Berkshire Hathaway Inc.
-0.06%
-$1,519.02 
VZ Verizon Communications Inc.
-0.04%
-$593.86 
SHEL Shell plc
-0.03%
-$6 
NI NiSource Inc.
-0.02%
-$4.25 Events
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Dividends
Dividend Analysis
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| Trades 1145 | Longs Won 767/1145 66% | Profit Factor 8.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $213,066.18 |
| Average Win $62,404.92 | Best Trade (Oct 16) $2.68M | Sharpe Ratio -441.04 |
| Average Loss -$14,389.06 | Worst Trade (Oct 16) -$627,581.99 | Z-Score 4.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 1d | Expectancy $37,052.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 021E 021ESC017 | 200 | $2 | $2 | - | - | - | 0.0 |
| AAPL Apple Inc. | 29,577 | $7.39M | $10.12M | - | $2.72M | 36.8% | -0.28% |
| ABBV AbbVie Inc. | 5,319 | $945,186.08 | $1.51M | - | $562,218.47 | 59.48% | +0.586% |
| ABT Abbott Laboratories | 4,968 | $556,684.83 | $520,050.24 | - | -$36,634.59 | -6.58% | +2.286% |
| ADC Agree Realty Corporation | 172 | $12,117 | $11,448.32 | - | -$668.68 | -5.52% | +1.494% |
| ADP Automatic Data Processing Inc. | 1,322 | $385,475.9 | $377,629.29 | - | -$7,846.61 | -2.04% | +1.901% |
| ADSK Autodesk, Inc. | 3 | $718 | $735.48 | - | $17.48 | 2.43% | +6.066% |
| AEE Ameren Corporation | 14,534 | $1.3M | $1.51M | - | $211,414.79 | 16.3% | -0.784% |
| AFL Aflac Inc. | 2,833 | $293,045.95 | $334,435.66 | - | $41,389.71 | 14.12% | -0.135% |
| AGG iShares Core U.S. Aggregate Bond ETF | 194 | $18,799 | $18,509.54 | - | -$289.46 | -1.54% | +0.622% |
| ALL Allstate Corporation | 160 | $33,129.36 | $38,336 | - | $5,206.64 | 15.72% | +1.452% |
| AMAT Applied Materials, Inc. | 7,895 | $1.3M | $3.39M | - | $2.1M | 162.15% | -3.721% |
| AMD Advanced Micro Devices, Inc. | 100 | $12,079 | $56,223 | - | $44,144 | 365.46% | -1.505% |
| AMGN Amgen Inc. | 4,415 | $1.15M | $1.92M | - | $764,057.16 | 66.31% | +1.859% |
| AMT American Tower Corporation | 16 | $2,617 | $2,901.76 | - | $284.76 | 10.88% | +1.093% |
| AMZN Amazon.com Inc | 15,528 | $3.4M | $3.96M | - | $554,179.07 | 16.29% | +0.268% |
| ANGX Angel Studios, Inc. | 535 | $3,108 | $1,968.8 | - | -$1,139.2 | -36.65% | +4.249% |
| APH Amphenol Corporation | 3,252 | $95,348.54 | $265,005.48 | - | $169,656.94 | 177.93% | -1.451% |
| ARCC Ares Capital Corporation | 17,846 | $382,059.07 | $337,646.32 | - | -$44,412.75 | -11.62% | +1.775% |
| ARTNA Artesian Resources Corporation Class A Common Stock | 500 | $15,810 | $16,580 | - | $770 | 4.87% | -1.221% |
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FAQ
Which stocks have generated the highest profits for Susan L. Bloom?
The largest contributions to the portfolio's profits come from the following stocks: DNP Select Income Fund Inc - $901,355.26, Exxon Mobil Corporation - $829,213.12, iShares Preferred and Income Securities ETF - $589,755.69, U.S. Bancorp - $576,787.32, and JPMorgan Chase & Co - $388,657.51. 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: Constellation Brands, Inc - $24,952.63, Churchill Downs Incorporated - $19,322, Oracle Corporation - $18,147.64, Diageo plc Sponsored ADR - $14,546.59, and Six Flags Entertainment Corporation - $13,205. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Susan L. Bloom's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.51M earned over time. The largest contributors to dividend income include DNP Select Income Fund Inc - $897,208.11, iShares Preferred and Income Securities ETF - $589,755.69, U.S. Bancorp - $573,443.32, The Southern Company - $261,777.9, and JPMorgan Chase & Co - $260,142.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Susan L. Bloom's monthly returns?
Susan L. Bloom's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Susan L. Bloom's strategy be considered aggressive or moderate?
Susan L. Bloom'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 Susan L. Bloom's strategy?
Susan L. Bloom's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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