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:
28%
Gain +0.47%
Monthly
1.24%
Yearly
15.92%
Drawdown
13.81%
$207.91M
Equity
Holdings
$207.91M
Investment
$162.84M
$46.62M
Profit +$1.02M
Realized
$1.55M
Unrealized
$45.07M
Dividends
$7.58M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$1.02M
Win %
72%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$2.3M
Win %
72%
This Month
Compared to last month
Gain
-0.11%
Profit
-$217,981.44
Win %
72%
This Year
Compared to last year
Gain
1.28%
Profit
$2.62M
Win %
72%
KFFB Kentucky First Federal Bancorp
+9.64%
+$6,350.26 
CMP Compass Minerals International Inc.
+4.83%
+$118 
VSNT Versant Media Group, Inc.
+4.58%
+$7.38 
BF-B Brown-Forman Corporation
+4.46%
+$372.48 
NVO Novo Nordisk A/S Sponsored ADR
+3.87%
+$9,161.25 
SEDG SolarEdge Technologies Inc.
+3.82%
+$217 
WU Western Union Co.
+3.75%
+$1,525.34 
TAP Molson Coors Beverage Company
+3.41%
+$3,780.45 
NVDA NVIDIA Corporation
+3.4%
+$126,228.59 
EMN Eastman Chemical Company
+3.36%
+$965.55 
ANGX Angel Studios, Inc.
+3.34%
+$77.58 
KDP Keurig Dr Pepper Inc.
+3.34%
+$602.79 
ELAN Elanco Animal Health Incorporated
+3.28%
+$43.96 
ORCL Oracle Corporation
+3.14%
+$9,719.14 
CTVA Corteva Inc.
+3.1%
+$6,266.88 
PRU Prudential Financial, Inc.
+2.93%
+$1,570.94 
TFC Truist Financial Corporation
+2.86%
+$53,247.86 
CMCSA Comcast Corp
+2.83%
+$81.95 
LUV Southwest Airlines Co.
+2.73%
+$566.5 
MET MetLife Inc.
+2.71%
+$394.24 
DOW Dow Inc.
+2.68%
+$1,432.77 
PFG Principal Financial Group, Inc.
+2.66%
+$582 
TMUS T-Mobile US, Inc.
+2.62%
+$319.59 
WFC Wells Fargo & Company
+2.61%
+$25,367.24 
WSBC WesBanco Inc.
+2.56%
+$3,869.31 
FITB Fifth Third Bancorp
+2.55%
+$31,549.54 
NXPI NXP Semiconductors N.V.
+2.5%
+$200.34 
VST Vistra Corp
+2.44%
+$16.85 
VMC Vulcan Materials Company
+2.42%
+$13,775.1 
PPG PPG Industries Inc.
+2.39%
+$5.24 
CFG Citizens Financial Group, Inc.
+2.38%
+$53.62 
DIS The Walt Disney Company
+2.36%
+$20,396.26 
DGX Quest Diagnostics Inc.
+2.29%
+$8,132.4 
META Meta Platforms Inc Class A
+2.28%
+$11,589.57 
HP Helmerich & Payne Inc.
+2.25%
+$379.6 
CAH Cardinal Health Inc.
+2.21%
+$620.1 
RF Regions Financial Corporation
+2.19%
+$6,481.92 
SYBT Stock Yards Bancorp Inc.
+2.18%
+$1,046.52 
SOLV Solventum Corporation
+2.18%
+$308.88 
KMB Kimberly-Clark Corporation
+2.12%
+$469.89 
TLRY Tilray Brands, Inc.
+2.11%
+$2.37 
MDLZ Mondelez International, Inc.
+2.09%
+$1,929.84 
FFBC First Financial Bancorp.
+2.08%
+$1,210.05 
USB U.S. Bancorp
+2.07%
+$200,889.59 
PSX Phillips 66
+2.06%
+$3,671.2 
ABT Abbott Laboratories
+2.03%
+$10,435.62 
GPC Genuine Parts Company
+2.02%
+$272 
PNC The PNC Financial Services Group, Inc.
+2%
+$81,724.18 
FHN First Horizon Corporation
+1.98%
+$753.83 
GEV GE Vernova Inc.
+1.95%
+$8,334.75 
CTBI Community Trust Bancorp Inc.
+1.94%
+$293.4 
KHC The Kraft Heinz Company
+1.91%
+$11,090.97 
NFLX Netflix, Inc.
+1.91%
+$20.09 
FCX Freeport-McMoRan Inc.
+1.89%
+$187.69 
DEO Diageo plc Sponsored ADR
+1.83%
+$329 
VLO Valero Energy Corporation
+1.8%
+$463.63 
QCOM QUALCOMM Incorporated
+1.79%
+$12,516.14 
MPC Marathon Petroleum Corporation
+1.75%
+$4,495.7 
SHW The Sherwin-Williams Company
+1.73%
+$205.56 
AXP American Express Company
+1.72%
+$3,378.93 
BA Boeing Company
+1.71%
+$7,860.16 
MTB M&T Bank Corporation
+1.71%
+$1,940.4 
DDD 3D Systems Corporation
+1.67%
+$11 
FBIN Fortune Brands Innovations Inc.
+1.66%
+$149.1 
NEM Newmont Corporation
+1.66%
+$28.42 
NCLH Norwegian Cruise Line Holdings Ltd.
+1.65%
+$25.5 
GABC German American Bancorp Inc.
+1.65%
+$4,830 
DG Dollar General Corporation
+1.63%
+$864.68 
SMR NuScale Power Corporation
+1.63%
+$75 
CPB The Campbell's Company
+1.62%
+$154 
COR Cencora, Inc.
+1.59%
+$553.87 
CHCO City Holding Company
+1.59%
+$7,751.8 
TSCO Tractor Supply Company
+1.54%
+$267.5 
F Ford Motor Company
+1.52%
+$580.65 
V Visa Inc. Class A
+1.51%
+$20,118.51 
DHR Danaher Corporation
+1.47%
+$39.59 
SLV iShares Silver Trust
+1.47%
+$875.5 
STT State Street Corp
+1.46%
+$3,492.51 
Q Qnity Electronics Inc.
+1.45%
+$4,094.84 
SLB Schlumberger Limited
+1.44%
+$1,066 
DE Deere & Company
+1.4%
+$188.6 
PFE Pfizer Inc.
+1.3%
+$24,202.07 
BTU Peabody Energy Corporation
+1.29%
+$206.25 
JNJ Johnson & Johnson
+1.27%
+$71,514.16 
PG Procter & Gamble Co
+1.25%
+$49,514.04 
MDT Medtronic plc
+1.22%
+$17,260.3 
GEHC GE HealthCare Technologies Inc.
+1.19%
+$305.76 
RJF Raymond James Financial Inc.
+1.18%
+$2,009 
AFL Aflac Inc.
+1.17%
+$3,988.89 
GLD SPDR Gold Shares
+1.16%
+$1,629.45 
VRTX Vertex Pharmaceuticals Incorporated
+1.15%
+$31.4 
SBUX Starbucks Corporation
+1.13%
+$880.33 
BRK-B Berkshire Hathaway Inc.
+1.12%
+$30,619.38 
MU Micron Technology, Inc.
+1.11%
+$62.4 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.11%
+$1,372.75 
DJT Trump Media & Technology Group Corp.
+1.1%
+$50 
ELV Elevance Health, Inc.
+1.07%
+$173 
IWM iShares Russell 2000 ETF
+1.06%
+$18.57 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.04%
+$17.82 
EMR Emerson Electric Co.
+1.04%
+$29,403.22 
C Citigroup Inc.
+1.03%
+$5,878.71 
PM Philip Morris International Inc.
+1.03%
+$6,407.63 
BX Blackstone Inc.
+1.02%
+$120.93 
PEP PepsiCo, Inc.
+1.02%
+$16,002.09 
KO The Coca-Cola Company
+1.01%
+$22,153.88 
AWK American Water Works Company, Inc.
+1%
+$3,547.98 
TMO Thermo Fisher Scientific Inc.
+0.99%
+$95.36 
IP International Paper Company
+0.99%
+$648 
CARR Carrier Global Corporation
+0.96%
+$660 
OGE Oge Energy Corp.
+0.96%
+$9,104.04 
UPS United Parcel Service, Inc.
+0.95%
+$4,417.73 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.93%
+$2,067 
NKE Nike, Inc. - Class B
+0.91%
+$240.81 
HELP Cybin Inc.
+0.9%
+$20.98 
OTIS Otis Worldwide Corporation
+0.9%
+$63.5 
DHS WisdomTree U.S. High Dividend Fund
+0.89%
+$959.7 
ZBH Zimmer Biomet Holdings, Inc.
+0.86%
+$662.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.86%
+$2,546.28 
BKR Baker Hughes Company
+0.86%
+$54.5 
SJM The J.M. Smucker Company
+0.85%
+$280 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.85%
+$236.64 
UNH UnitedHealth Group Incorporated
+0.84%
+$307.74 
ALL Allstate Corporation
+0.84%
+$253.89 
CINF Cincinnati Financial Corporation
+0.84%
+$842.17 
GOOGL Alphabet Inc
+0.84%
+$658 
TXN Texas Instruments Inc
+0.83%
+$2,479.25 
LOW Lowe's Companies Inc.
+0.83%
+$12,126.28 
DD DuPont de Nemours, Inc.
+0.83%
+$1,457.44 
T AT&T Inc.
+0.81%
+$19,501.23 
GAB Gabelli Equity Trust Inc.
+0.8%
+$333 
FSLR First Solar, Inc.
+0.78%
+$865.81 
KR Kroger Co.
+0.78%
+$3,100.5 
PII Polaris Inc.
+0.74%
+$91 
ECL Ecolab Inc.
+0.73%
+$40.8 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.72%
+$906.89 
BAC Bank of America Corporation
+0.71%
+$4,913.92 
ARTNA Artesian Resources Corporation Class A Common Stock
+0.69%
+$123.3 
CAT Caterpillar Inc.
+0.69%
+$30,791.75 
KLAC KLA Corporation
+0.69%
+$245.7 
ARCC Ares Capital Corporation
+0.68%
+$2,444.31 
MRK Merck & Co., Inc.
+0.67%
+$10,178.78 
VB Vanguard Small-Cap ETF
+0.66%
+$70.2 
RMD ResMed Inc.
+0.65%
+$543.6 
VYM Vanguard High Dividend Yield ETF
+0.65%
+$714.62 
DOC Healthpeak Properties, Inc.
+0.65%
+$5,326.02 
WMT Walmart Inc.
+0.64%
+$15,280.96 
MDY SPDR S&P MidCap 400 ETF Trust
+0.64%
+$69.76 
SYY Sysco Corporation
+0.63%
+$5,541.64 
INTC Intel Corporation
+0.63%
+$9,831.92 
SDY SPDR S&P Dividend ETF
+0.63%
+$6,337.5 
COP ConocoPhillips
+0.62%
+$1,197.65 
GOOG Alphabet Inc
+0.62%
+$31,608.66 
BMY Bristol-Myers Squibb Company
+0.61%
+$5,074.98 
MKC McCormick & Company, Incorporated
+0.61%
+$198 
MO Altria Group, Inc.
+0.6%
+$880.32 
DASH DoorDash, Inc.
+0.59%
+$134 
VYMI Vanguard International High Dividend Yield Index Fund
+0.58%
+$553.5 
VVV Valvoline Inc.
+0.56%
+$49.32 
SNY Sanofi American Depositary Receipt
+0.56%
+$1,927.5 
RCL Royal Caribbean Group
+0.55%
+$948.99 
CVX Chevron Corporation
+0.54%
+$21,401.14 
YUMC Yum China Holdings Inc.
+0.54%
+$144 
LIN Linde plc
+0.53%
+$551.2 
EFA iShares MSCI EAFE ETF
+0.5%
+$318 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.49%
+$758.35 
VEU Vanguard FTSE All-World ex-US ETF
+0.49%
+$230.32 
MGV Vanguard Mega Cap Value ETF
+0.49%
+$143.37 
IEMG iShares Core MSCI Emerging Markets ETF
+0.48%
+$295.46 
IVV iShares Core S&P 500 ETF
+0.47%
+$978.76 
OHI Omega Healthcare Investors Inc.
+0.47%
+$220 
IWB iShares Russell 1000 ETF
+0.47%
+$29.25 
ICLN iShares Global Clean Energy ETF
+0.46%
+$74.4 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$754.64 
TTE TotalEnergies SE
+0.45%
+$60.75 
VO Vanguard Mid-Cap ETF
+0.44%
+$102.24 
CVS CVS Health Corporation
+0.43%
+$5,642.7 
VZ Verizon Communications Inc.
+0.43%
+$6,031.18 
DCI Donaldson Company, Inc.
+0.41%
+$529.1 
AEP American Electric Power Company, Inc.
+0.41%
+$50.5 
GAIN Gladstone Investment Corporation
+0.4%
+$131.6 
IVE ISHARES S&P 500 VALUE ETF
+0.4%
+$141.75 
NBB Nuveen Taxable Municipal Income Fund
+0.39%
+$11.88 
FTV Fortive Corporation
+0.39%
+$2,013 
DUK Duke Energy Corporation
+0.38%
+$9,984.3 
AMGN Amgen Inc.
+0.38%
+$7,877.39 
NVS Novartis AG Sponsored ADR
+0.36%
+$5,980.96 
CB Chubb Limited
+0.36%
+$15.73 
BTZ BlackRock Credit Allocation Income Trust
+0.35%
+$95.13 
AAPL Apple Inc.
+0.33%
+$32,501.25 
DNP DNP Select Income Fund Inc.
+0.32%
+$23,932.69 
STZ Constellation Brands, Inc.
+0.32%
+$825.85 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.32%
+$7,610.02 
IBM International Business Machines Corporation
+0.32%
+$1,219.1 
VTR Ventas Inc.
+0.3%
+$5,661.6 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.3%
+$397.8 
OXY-WT Occidental Petroleum Corporation
+0.3%
+$4.14 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
+0.29%
+$31 
SPHQ Invesco S&P 500 Quality ETF
+0.29%
+$8,354.5 
VUG Vanguard Growth ETF
+0.29%
+$84 
LNG Cheniere Energy Inc.
+0.28%
+$60.12 
SO The Southern Company
+0.28%
+$12,154.19 
PFF iShares Preferred and Income Securities ETF
+0.28%
+$16,302.49 
EXC Exelon Corporation
+0.27%
+$770.28 
BIZD VanEck BDC Income ETF
+0.26%
+$17.5 
O Realty Income Corporation
+0.26%
+$2,188 
NI NiSource Inc.
+0.26%
+$44.62 
LLY Eli Lilly and Company
+0.25%
+$2,966.7 
WM Waste Management, Inc.
+0.23%
+$250 
CMI Cummins Inc.
+0.23%
+$383.75 
UNP Union Pacific Corporation
+0.21%
+$107.97 
MS Morgan Stanley
+0.21%
+$52.36 
GIS General Mills, Inc.
+0.17%
+$717.22 
DVN Devon Energy Corporation
+0.16%
+$17.2 
EQT EQT Corporation
+0.16%
+$20.79 
VBK Vanguard Small-Cap Growth ETF
+0.16%
+$19.44 
SNA Snap-on Inc.
+0.15%
+$22.4 
NEE NextEra Energy, Inc.
+0.14%
+$1,408.92 
XLU Utilities Select Sector SPDR Fund
+0.12%
+$353 
PPL PPL Corporation
+0.12%
+$40 
QQQ Invesco QQQ Trust, Series 1
+0.11%
+$3,632.75 
ADC Agree Realty Corporation
+0.1%
+$12.04 
VGT Vanguard Information Technology ETF
+0.09%
+$44 
MCD McDonald's Corporation
+0.09%
+$609.07 
WBD Warner Bros. Discovery, Inc.
+0.09%
+$9.82 
HD The Home Depot, Inc.
+0.08%
+$866.19 
ATO Atmos Energy Corporation
+0.08%
+$2,271.36 
EOS Eaton Vance Enhanced Equity Income Fund II
+0.07%
+$33.37 
PH Parker-Hannifin Corporation
+0.05%
+$59.4 
PGX Invesco Preferred ETF
+0.05%
+$15.71 
NFG National Fuel Gas Company
+0.02%
+$8.4 
AGG iShares Core U.S. Aggregate Bond ETF
+0.02%
+$3.88 
AEE Ameren Corporation
0%
+$0.06 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
KIM Kimco Realty Corporation
0%
$0 
LEG Leggett & Platt, Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SUUN PowerBank Corporation
0%
$0 
HONIV Honeywell International Inc.
0%
$0 021E
021ESC017
0%
$0 G200
G2004J103
0%
$0 
PANW Palo Alto Networks, Inc.
-10.42%
-$7,734.63 
EIX Edison International
-5.8%
-$1,705 
HACK Amplify Cybersecurity ETF
-3.4%
-$2,842.4 
TEL TE Connectivity plc
-2.91%
-$42.38 
IRM Iron Mountain Inc.
-2.8%
-$55,888 
APH Amphenol Corporation
-2.52%
-$10,628.43 
LMT Lockheed Martin Corporation
-2.34%
-$1,184.82 
AMT American Tower Corporation
-2.33%
-$65.76 
PLD Prologis Inc.
-2.18%
-$4,836.62 
MSI Motorola Solutions, Inc.
-2.14%
-$294 
RTX RTX Corporation
-1.91%
-$74,677.09 
GXRP Grayscale XRP Trust ETF
-1.75%
-$92 
ADSK Autodesk, Inc.
-1.59%
-$11.82 
RYN Rayonier Inc.
-1.59%
-$135.63 
SPGI S&P Global Inc.
-1.4%
-$3,643.24 
GD General Dynamics Corporation
-1.38%
-$15,122.79 
MTZ MasTec, Inc. Common Stock
-1.3%
-$138.6 
HWM Howmet Aerospace Inc.
-1.22%
-$6.24 
PAYX Paychex Inc.
-1.18%
-$8,228.39 
SPCX Space Exploration Technologies Corp. Class A
-1.16%
-$32.9 
FDX FedEx Corporation
-1.13%
-$395.28 
SYK Stryker Corporation
-1.11%
-$2,007.87 
GLW Corning Incorporated
-1.07%
-$18,231.72 
DLR Digital Realty Trust, Inc.
-1.04%
-$1,040.95 
TSLA Tesla, Inc.
-1.01%
-$1,258.33 
TJX The TJX Companies, Inc.
-0.99%
-$213.84 
CRM Salesforce Inc
-0.94%
-$17,890.01 
BR Broadridge Financial Solutions, Inc.
-0.94%
-$507 
BLK BlackRock, Inc.
-0.92%
-$3,335.91 
CSCO Cisco Systems, Inc.
-0.88%
-$18,411.57 
COST Costco Wholesale Corporation
-0.86%
-$348.3 
CHKP Check Point Software Technologies Ltd.
-0.85%
-$2,667.6 
ADP Automatic Data Processing Inc.
-0.84%
-$3,167.64 
MSFT Microsoft Corp.
-0.84%
-$76,861.77 
LHX L3Harris Technologies, Inc.
-0.76%
-$10.05 
ENPH Enphase Energy, Inc.
-0.76%
-$13.5 
PCT PureCycle Technologies, Inc.
-0.72%
-$67.95 
AMAT Applied Materials, Inc.
-0.72%
-$24,979.68 
KMI Kinder Morgan, Inc.
-0.72%
-$502.09 
AMD Advanced Micro Devices, Inc.
-0.7%
-$323.5 
BP BP p.l.c. Sponsored ADR
-0.7%
-$102.92 
HONA Honeywell Aerospace Inc.
-0.69%
-$188.72 
EVRG Evergy Inc.
-0.67%
-$2,586.57 
FDXF FedEx Freight Holding Company Inc.
-0.63%
-$43.2 
D Dominion Energy, Inc.
-0.51%
-$2,512.6 
IDA Idacorp Inc.
-0.48%
-$2,046 
AVGO Broadcom Inc.
-0.42%
-$1,114.69 
XOM Exxon Mobil Corporation
-0.39%
-$14,467.35 
BRW Saba Capital Income & Opportunities Fund
-0.39%
-$12.5 
GM General Motors Company
-0.37%
-$902.08 
BTI British American Tobacco p.l.c. ADR
-0.32%
-$36 
NSC Norfolk Southern Corporation
-0.3%
-$9,409.97 
WELL Welltower Inc.
-0.29%
-$67.9 
VRT Vertiv Holdings Co
-0.28%
-$4.32 
MMM 3M Company
-0.26%
-$5,037.23 
GRMN Garmin Ltd.
-0.22%
-$121 
WY Weyerhaeuser Company
-0.21%
-$292 
ITW Illinois Tool Works Inc.
-0.21%
-$258.21 
VOT Vanguard Mid-Cap Growth ETF
-0.21%
-$61 
GS The Goldman Sachs Group, Inc.
-0.2%
-$304.5 
GILD Gilead Sciences Inc.
-0.15%
-$2.2 
GE General Electric Company
-0.13%
-$859.56 
JCI Johnson Controls International plc
-0.13%
-$286.92 
BBN BlackRock Taxable Municipal Bond Trust
-0.1%
-$11.1 
ETN Eaton Corporation plc
-0.09%
-$82.8 
CI The Cigna Group
-0.07%
-$89.04 
YUM Yum! Brands, Inc.
-0.07%
-$66 
CSX CSX Corporation
-0.05%
-$48.62 
CASY Casey's General Stores Inc.
-0.05%
-$0.38 
CLX The Clorox Company
-0.03%
-$112.47 
AMZN Amazon.com Inc
-0.02%
-$936.42 
JPM JPMorgan Chase & Co.
-0.01%
-$454.71 
SHEL Shell plc
-0.01%
-$1 
ABBV AbbVie Inc.
0%
-$53.64 Events
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Dividends
Dividend Analysis
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| Trades 1019 | Longs Won 715/1019 70% | Profit Factor 11.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $244,888.31 |
| Average Win $71,367.77 | Best Trade (Aug 13) $2.93M | Sharpe Ratio -333.71 |
| Average Loss -$14,510.28 | Worst Trade (Aug 02) -$1.08M | Z-Score 13.92 (100%) |
| Commissions $0 | Avg. Trade Length 12m 1d | Expectancy $45,747.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 021E 021ESC017 | 200 | $2 | $2 | - | - | - | 0.0 |
| AAPL Apple Inc. | 30,375 | $7.59M | $9.91M | - | $2.31M | 30.48% | +0.329% |
| ABBV AbbVie Inc. | 5,369 | $954,071.07 | $1.4M | - | $441,761.55 | 46.3% | -0.004% |
| ABT Abbott Laboratories | 4,722 | $532,372.67 | $524,803.08 | - | -$7,569.59 | -1.42% | +2.029% |
| ADC Agree Realty Corporation | 172 | $12,117 | $12,482.04 | - | $365.04 | 3.01% | +0.097% |
| ADP Automatic Data Processing Inc. | 1,322 | $385,475.9 | $371,606.14 | - | -$13,869.76 | -3.6% | -0.845% |
| ADSK Autodesk, Inc. | 3 | $718 | $731.25 | - | $13.25 | 1.85% | -1.591% |
| AEE Ameren Corporation | 14,634 | $1.31M | $1.55M | - | $246,974 | 18.92% | 0.0 |
| AEP American Electric Power Company, Inc. | 100 | $9,223 | $12,346.5 | - | $3,123.5 | 33.87% | +0.411% |
| AFL Aflac Inc. | 2,933 | $303,389.97 | $344,275.54 | - | $40,885.57 | 13.48% | +1.172% |
| AGG iShares Core U.S. Aggregate Bond ETF | 194 | $18,799 | $18,777.26 | - | -$21.74 | -0.12% | +0.021% |
| ALL Allstate Corporation | 117 | $23,589.27 | $30,424.68 | - | $6,835.41 | 28.98% | +0.842% |
| AMAT Applied Materials, Inc. | 7,880 | $1.29M | $3.46M | - | $2.17M | 168.52% | -0.717% |
| AMD Advanced Micro Devices, Inc. | 100 | $12,079 | $45,637.5 | - | $33,558.5 | 277.83% | -0.704% |
| AMGN Amgen Inc. | 4,717 | $1.23M | $2.07M | - | $843,590.84 | 68.53% | +0.381% |
| AMT American Tower Corporation | 16 | $2,617 | $2,750.56 | - | $133.56 | 5.1% | -2.335% |
| AMZN Amazon.com Inc | 15,607 | $3.42M | $3.98M | - | $558,534.16 | 16.34% | -0.024% |
| ANGX Angel Studios, Inc. | 535 | $3,108 | $2,399.47 | - | -$708.53 | -22.8% | +3.341% |
| APH Amphenol Corporation | 2,586 | $127,008.26 | $411,355.02 | - | $284,346.76 | 223.88% | -2.519% |
| ARCC Ares Capital Corporation | 18,106 | $387,750.47 | $362,934.77 | - | -$24,815.7 | -6.4% | +0.678% |
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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 - $812,462.42, iShares Preferred and Income Securities ETF - $530,354.95, U.S. Bancorp - $491,032.08, JPMorgan Chase & Co - $319,937.89, and The Southern Company - $262,605. 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: Churchill Downs Incorporated - $19,322, Constellation Brands, Inc - $16,857.13, The Kraft Heinz Company - $15,518.79, Diageo plc Sponsored ADR - $14,786.59, and Salesforce Inc - $14,130.13. 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 $7.58M earned over time. The largest contributors to dividend income include DNP Select Income Fund Inc - $808,315.27, iShares Preferred and Income Securities ETF - $530,354.95, U.S. Bancorp - $487,688.08, The Southern Company - $224,829.74, and JPMorgan Chase & Co - $223,223.35. 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.
