JL
Jeremiah Ludington Portfolio
Invests via Mainstay Capital Management LLC /ADV | Managed by Jeremiah Ludington
Invests via Mainstay Capital Management LLC /ADV
Managed by Jeremiah Ludington
Automatically Tracked
Jeremiah Ludington Profile
With a background in venture capital and entrepreneurship, Jeremiah Ludington has played a pivotal role in cultivating innovative startups within the tech sector. His expertise encompasses identifying high-potential companies and leveraging his extensive network to facilitate growth and operational scaling. He is known for championing forward-thinking ideas, which has positioned him as a key player in driving investment interest toward disruptive technologies. Through strategic collaborations and mentoring emerging leaders, he significantly impacts the entrepreneurial ecosystem, emphasizing the importance of adaptable business models that respond to market dynamics.
With a background in venture capital and entrepreneurship, Jeremiah Ludington has played a pivotal role in cultivating innovative startups within the tech sector. His expertise encompasses identifying high-potential companies and leveraging his extensive network to facilitate growth and operational scaling. He is known for championing forward-thinking ideas, which has positioned him as a key player in driving investment interest toward disruptive technologies. Through strategic collaborations and mentoring emerging leaders, he significantly impacts the entrepreneurial ecosystem, emphasizing the importance of adaptable business models that respond to market dynamics.
Investment Philosophy & Strategy
Growth opportunities within the tech landscape remain paramount in Jeremiah Ludington's investment approach. He champions innovation by backing entrepreneurs with disruptive visions that reshape industries. Emphasizing operational scalability, his keen eye for high-potential startups allows him to identify ventures capable of significant market impact. Strategic partnerships and mentorship are cornerstones of his philosophy, as he believes fostering talent accelerates growth trajectories. His track record underscores a commitment to adaptability, ensuring that investments align with evolving consumer demands and technological advancements.
Growth opportunities within the tech landscape remain paramount in Jeremiah Ludington's investment approach. He champions innovation by backing entrepreneurs with disruptive visions that reshape industries. Emphasizing operational scalability, his keen eye for high-potential startups allows him to identify ventures capable of significant market impact. Strategic partnerships and mentorship are cornerstones of his philosophy, as he believes fostering talent accelerates growth trajectories. His track record underscores a commitment to adaptability, ensuring that investments align with evolving consumer demands and technological advancements.
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:
60.97%
Gain -0.8%
Monthly
0.76%
Yearly
9.49%
Drawdown
20.43%
$237.39M
Equity
Holdings
$237.39M
Investment
$107.1M
$130.43M
Profit -$1.91M
Realized
$140,811.52
Unrealized
$130.29M
Dividends
$28.04M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.8%
Profit
-$1.91M
Win %
68%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$1.02M
Win %
68%
This Month
Compared to last month
Gain
1.39%
Profit
$3.27M
Win %
68%
This Year
Compared to last year
Gain
12.67%
Profit
$26.71M
Win %
68%
MRO Marathon Oil Corp
+68.64%
+$2,382.1 
UNH UnitedHealth Group Incorporated
+4.73%
+$3,964.92 
BMY Bristol-Myers Squibb Company
+4.61%
+$94,468.95 
CEQP Crestwood Equity Partners LP
+4.36%
+$103.84 
UNFI United Natural Foods Inc.
+4.13%
+$268.38 
LLY Eli Lilly and Company
+3.85%
+$1,975.16 
GILD Gilead Sciences Inc.
+3.8%
+$57,560.04 
MRK Merck & Co., Inc.
+3.79%
+$468.41 
LMT Lockheed Martin Corporation
+3.61%
+$17,390.55 
WIX Wix.com Ltd.
+3.58%
+$12,535.16 
GSK GSK plc Sponsored ADR
+3.46%
+$486.4 
WMT Walmart Inc.
+3.46%
+$3,072.96 
CAH Cardinal Health Inc.
+3.35%
+$273,313.92 
ABBV AbbVie Inc.
+3.34%
+$23,920.62 
CVS CVS Health Corporation
+3.24%
+$59.64 
AMGN Amgen Inc.
+3.21%
+$66.35 
PM Philip Morris International Inc.
+3.16%
+$4,371.55 
CL Colgate-Palmolive Company
+3.15%
+$141.5 
INTU Intuit Inc.
+2.98%
+$539.4 
NOC Northrop Grumman Corporation
+2.97%
+$2,704.59 
PFE Pfizer Inc.
+2.96%
+$5,127.12 
ICLR ICON plc
+2.82%
+$972.3 
CME CME Group Inc.
+2.72%
+$45.36 
HII Huntington Ingalls Industries Inc.
+2.6%
+$200.7 
VFC V.F. Corporation
+2.55%
+$5,967.87 
CHD Church & Dwight Co., Inc.
+2.5%
+$375 
SYY Sysco Corporation
+2.46%
+$194 
ULTA Ulta Beauty Inc.
+2.32%
+$40.26 
PG Procter & Gamble Co
+2.31%
+$2,100.36 
MO Altria Group, Inc.
+2.23%
+$2,587.09 
XLP Consumer Staples Select Sector SPDR Fund
+2.22%
+$1,185.58 
TGT Target Corporation
+2.18%
+$76.13 
ROST Ross Stores, Inc.
+2.17%
+$73.35 
JNJ Johnson & Johnson
+2.13%
+$17,495.3 
WCN Waste Connections Inc.
+2.05%
+$11,721.19 
VZ Verizon Communications Inc.
+2.04%
+$616.77 
CVX Chevron Corporation
+2.02%
+$3,103.73 
PAYX Paychex Inc.
+2%
+$29.68 
AIZ Assurant Inc.
+1.97%
+$48.06 
SRPT Sarepta Therapeutics Inc.
+1.94%
+$96 
LYB LyondellBasell Industries N.V.
+1.93%
+$9.28 
ADBE Adobe Inc.
+1.86%
+$1,188 
CTSH Cognizant Technology Solutions Corporation
+1.86%
+$330.6 
KO The Coca-Cola Company
+1.85%
+$27,052.33 
COR Cencora, Inc.
+1.84%
+$46,268.1 
MDLZ Mondelez International, Inc.
+1.74%
+$324.21 
BIIB Biogen Inc.
+1.72%
+$9,585.27 
XOM Exxon Mobil Corporation
+1.71%
+$2,643.26 
HUM Humana Inc.
+1.67%
+$8,852.21 
MPC Marathon Petroleum Corporation
+1.67%
+$316,520.56 
ADP Automatic Data Processing Inc.
+1.6%
+$39.78 
IFF International Flavors & Fragrances Inc.
+1.59%
+$8.4 
PEP PepsiCo, Inc.
+1.55%
+$197 
MCK McKesson Corporation
+1.53%
+$64,224.68 
AAIC Arlington Asset Investment Corp.
+1.47%
+$4.76 
SO The Southern Company
+1.44%
+$53,322.22 
UNP Union Pacific Corporation
+1.44%
+$73.26 
JKHY Jack Henry & Associates, Inc.
+1.42%
+$163.5 
DRI Darden Restaurants, Inc.
+1.42%
+$64.24 
ES Eversource Energy
+1.4%
+$1,360.68 
JBHT J.B. Hunt Transport Services, Inc.
+1.36%
+$31.2 
SBUX Starbucks Corporation
+1.36%
+$15,206.25 
MDT Medtronic plc
+1.31%
+$168.36 
AWK American Water Works Company, Inc.
+1.28%
+$705.5 
APD Air Products and Chemicals, Inc.
+1.24%
+$21.42 
DUK Duke Energy Corporation
+1.23%
+$1,534.1 
TRV The Travelers Companies, Inc.
+1.22%
+$31.78 
KHC The Kraft Heinz Company
+1.2%
+$31.32 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$12,063.02 
ITW Illinois Tool Works Inc.
+1.18%
+$2,954.7 
JPM JPMorgan Chase & Co.
+1.16%
+$2,798.95 
CB Chubb Limited
+1.15%
+$79.8 
KMB Kimberly-Clark Corporation
+1.14%
+$332.64 
CHRW C.H. Robinson Worldwide, Inc.
+1.07%
+$17.76 
MCD McDonald's Corporation
+1.06%
+$170 
RGA Reinsurance Group of America, Inc.
+1.05%
+$329.12 
MMM 3M Company
+1.04%
+$171.81 
UPS United Parcel Service, Inc.
+1.03%
+$17,805.62 
T AT&T Inc.
+1.01%
+$16,681 
BCE BCE Inc.
+0.97%
+$65.17 
TJX The TJX Companies, Inc.
+0.93%
+$1,050.62 
DHR Danaher Corporation
+0.84%
+$551.37 
CMCSA Comcast Corp
+0.81%
+$65.66 
CNP CenterPoint Energy Inc.
+0.81%
+$96 
BDX Becton, Dickinson and Company
+0.81%
+$2,386.06 
NSC Norfolk Southern Corporation
+0.81%
+$129.5 
TSN Tyson Foods Inc.
+0.8%
+$116.1 
CPB The Campbell's Company
+0.79%
+$2.25 
MRSH Marsh & McLennan Companies, Inc.
+0.79%
+$55.6 
CMS CMS Energy Corporation
+0.78%
+$260 
TTE TotalEnergies SE
+0.78%
+$27,170.82 
FIS Fidelity National Information Services, Inc.
+0.77%
+$8.1 
ORLY O'Reilly Automotive Inc.
+0.77%
+$29.7 
ECL Ecolab Inc.
+0.75%
+$106.5 
VLO Valero Energy Corporation
+0.73%
+$83 
BLK BlackRock, Inc.
+0.72%
+$53.69 
AFG American Financial Group Inc.
+0.7%
+$32.64 
GD General Dynamics Corporation
+0.67%
+$112 
TLT iShares 20+ Year Treasury Bond ETF
+0.66%
+$196.56 
ELV Elevance Health, Inc.
+0.66%
+$1,128 
AVY Avery Dennison Corporation
+0.66%
+$13.44 
EXPD Expeditors International of Washington, Inc.
+0.64%
+$18.75 
OGE Oge Energy Corp.
+0.64%
+$120 
MAN ManpowerGroup Inc.
+0.62%
+$54.72 
CLX The Clorox Company
+0.62%
+$36.92 
BP BP p.l.c. Sponsored ADR
+0.58%
+$594.44 
NBIX Neurocrine Biosciences Inc.
+0.58%
+$3,702.66 
MSI Motorola Solutions, Inc.
+0.55%
+$248 
VTR Ventas Inc.
+0.55%
+$14,756.34 
CMG Chipotle Mexican Grill, Inc.
+0.54%
+$16.5 
HD The Home Depot, Inc.
+0.54%
+$313.23 
PCAR PACCAR Inc.
+0.54%
+$10.44 
ADM Archer-Daniels-Midland Co
+0.53%
+$22.88 
AMP Ameriprise Financial, Inc.
+0.51%
+$82.5 
AAPL Apple Inc.
+0.49%
+$34,983 
EXPE Expedia Group, Inc.
+0.46%
+$2,197.5 
FE FirstEnergy Corp.
+0.44%
+$444 
SWKS Skyworks Solutions Inc.
+0.43%
+$267.96 
DIS The Walt Disney Company
+0.39%
+$2,673.68 
DOX Amdocs Limited
+0.39%
+$23 
AEP American Electric Power Company, Inc.
+0.38%
+$6.24 
RHI Robert Half Inc.
+0.37%
+$1.95 
DVY iShares Select Dividend ETF
+0.37%
+$1,160 
IP International Paper Company
+0.36%
+$85.62 
ABT Abbott Laboratories
+0.35%
+$2,076.48 
ALB Albemarle Corporation
+0.33%
+$50.88 
O Realty Income Corporation
+0.33%
+$2.97 
TIPZ PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
+0.32%
+$89.12 
BABA Alibaba Group Holding Limited SP ADR
+0.29%
+$160.96 
SCHP Schwab U.S. TIPS ETF
+0.28%
+$155.68 
TIP iShares TIPS Bond ETF
+0.25%
+$527.54 
KSS Kohl's Corporation
+0.24%
+$1.45 
AON Aon plc
+0.23%
+$585.6 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.23%
+$1,038.6 
WFC Wells Fargo & Company
+0.2%
+$2,222.05 
NEE NextEra Energy, Inc.
+0.19%
+$62.4 
NFLX Netflix, Inc.
+0.16%
+$165 
HON Honeywell International Inc.
+0.15%
+$11.51 
PSA Public Storage Common Stock
+0.13%
+$1.48 
VIG Vanguard Dividend Appreciation ETF
+0.11%
+$689.31 
PEG Public Service Enterprise Group Incorporated
+0.09%
+$250.8 
BNDX Vanguard Total International Bond ETF
+0.09%
+$529.32 
PRU Prudential Financial, Inc.
+0.07%
+$4.56 
DE Deere & Company
+0.06%
+$244.34 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.04%
+$102.84 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.04%
+$213.3 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.04%
+$68 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.03%
+$207.97 
ALIM Alimera Sciences Inc
0%
$0 
BBBYQ BED BATH & BEYOND INC
0%
$0 
DTE DTE Energy Company
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FL Foot Locker, Inc.
0%
$0 
JWN Nordstrom Inc.
0%
$0 
K Kellanova Inc.
0%
$0 
MASI Masimo Corporation
0%
$0 
SMLP Summit Midstream Partners LP
0%
$0 
SRCL Stericycle, Inc.
0%
$0 
SRC Spirit Realty Capital Inc
0%
$0 
TUP Tupperware Brands Corporation
0%
$0 
VMW VMware Inc
0%
$0 
ALFA AlphaClone Alternative Alpha ETF
0%
$0 
FEEU Barclays ETN+ FI Enhanced Europe 50
0%
$0 
HEDJ WisdomTree Europe Hedged Equity Fund
0%
$0 
IPFF iShares International Preferred Stock ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
PBCT People's United Financial Inc
0%
$0 
PVG Pretium Resources Inc
0%
$0 
MXIM Maxim Integrated Products Inc
0%
$0 
OILNF iPath S&P GSCI Crude Oil Total Return Index ETN
0%
$0 
AABA Altaba Inc
0%
$0 
PDLI PDL BioPharma Inc
0%
$0 
CTXS Citrix Systems Inc
0%
$0 
TWTR Twitter Inc
0%
$0 
GSVC GSV Capital Corp
0%
$0 
UTX United Technologies Corp
0%
$0 
GSV Gold Standard Ventures Corp
0%
$0 
UMPQ Umpqua Holdings Corp
0%
$0 
ACIA Acacia Communications Inc
0%
$0 
WYND Wyndham Destinations Inc
0%
$0 
LLL 2
0%
$0 
DPLO Diplomat Pharmacy Inc
0%
$0 
LPT Liberty Property Trust
0%
$0 
OAK Oaktree Capital Group LLC
0%
$0 
UBNT Ubiquiti Networks Inc
0%
$0 
VIAB Viacom Inc
0%
$0 
ALO Alio Gold Inc
0%
$0 
AGN Allergan PLC
0%
$0 
AUG Auryn Resources Inc
0%
$0 AET
AET
0%
$0 LUK
LUK
0%
$0 PX
PX
0%
$0 STI
STI
0%
$0 ESRX
ESRX
0%
$0 DWDP
DWDP
0%
$0 COL
COL
0%
$0 ESIO
ESIO
0%
$0 HRS
HRS
0%
$0 WGL
WGL
0%
$0 SNI
SNI
0%
$0 QQQ
QQQ
0%
$0 NSU
NSU
0%
$0 KORS
KORS
0%
$0 HCP
HCP
0%
$0 QCP
QCP
0%
$0 NOV
NOV
0%
$0 MUX
MUX
0%
$0 PGLC
PGLC
0%
$0 TCF
TCF
0%
$0 BOFI
BOFI
0%
$0 RSP
RSP
0%
$0 BKLN
BKLN
0%
$0 CGW
CGW
0%
$0 PHO
PHO
0%
$0 PRF
PRF
0%
$0 SDS
SDS
0%
$0 EMLC
EMLC
0%
$0 SLVO
SLVO
0%
$0 PCY
PCY
0%
$0 RPV
RPV
0%
$0 
WR Corgi U.S. War Machine ETF
0%
$0 
RDS-B Shell plc
0%
$0 
RDS-A Shell plc
0%
$0 
SCIN Columbia India Small Cap ETF
0%
$0 LUMN
LUMN
0%
$0 AZN
AZN
0%
$0 IRR
IRR
0%
$0 RHS
RHS
0%
$0 QYLD
QYLD
0%
$0 
AXAS Abraxas Petroleum Corp
-65.98%
-$26.72 
RIOT Riot Platforms, Inc.
-9.42%
-$571.48 
TECL Direxion Daily Technology Bull 3x Shares
-9.04%
-$569,132 
ORCL Oracle Corporation
-8.84%
-$13,920.5 
NUGT Direxion Daily Gold Miners Index Bull 2X Shares
-8.8%
-$393.01 
NTAP NetApp, Inc.
-7.03%
-$386.63 
IAG Iamgold Corporation
-6.68%
-$1,307.84 
AG First Majestic Silver Corp
-6.61%
-$372.6 
ASM Avino Silver & Gold Mines Ltd.
-6.15%
-$406.4 
SLV iShares Silver Trust
-6.11%
-$20,398.26 
EGO Eldorado Gold Corporation
-6%
-$425.92 
NRG NRG Energy, Inc.
-5.91%
-$417.78 
AGX Argan Inc.
-5.74%
-$81,024.15 
ALK Alaska Air Group Inc.
-5.5%
-$20.8 
GLW Corning Incorporated
-5.15%
-$328.95 
CAMT Camtek Ltd.
-4.95%
-$3,530 
XRX Xerox Holdings Corporation
-4.93%
-$29.26 
BAC Bank of America Corporation
-4.76%
-$7,476.13 
INTC Intel Corporation
-4.56%
-$252,795.69 
STT State Street Corp
-4.14%
-$259.56 
MU Micron Technology, Inc.
-4.08%
-$7,782 
FSLR First Solar, Inc.
-4.03%
-$3,376.48 
FFIV F5 Inc.
-3.98%
-$151.84 
BLDP BALLARD POWER SYSTEMS INC Common Stock
-3.96%
-$45.5 
GT The Goodyear Tire & Rubber Company
-3.95%
-$90 
MCHP Microchip Technology Incorporated
-3.92%
-$4,656 
AMAT Applied Materials, Inc.
-3.79%
-$7,924.5 
DAL Delta Air Lines, Inc.
-3.67%
-$52.56 
ARKW ARK Next Generation Internet ETF
-3.66%
-$462,509.72 
FNV Franco-Nevada Corporation
-3.61%
-$1,188 
DY Dycom Industries Inc.
-3.59%
-$2,032.8 
EQR Equity Residential
-3.5%
-$32.34 
BX Blackstone Inc.
-3.43%
-$2,262 
IVZ Invesco Ltd.
-3.42%
-$56.43 
META Meta Platforms Inc Class A
-3.27%
-$19,968.02 
CNDT Conduent Inc.
-3.25%
-$8.35 
LUV Southwest Airlines Co.
-3.22%
-$154.58 
CIM Chimera Investment Corporation
-3.2%
-$37.3 
CAT Caterpillar Inc.
-3.08%
-$7,830.2 
XLK State Street Technology Select Sector SPDR ETF
-2.98%
-$130,033.8 
CWB SPDR Bloomberg Convertible Securities ETF
-2.91%
-$5,760 
CCL Carnival Corporation Ltd.
-2.84%
-$352.64 
TSCO Tractor Supply Company
-2.83%
-$2,000.72 
CC Chemours Co.
-2.65%
-$140 
FMC FMC Corporation
-2.65%
-$25.37 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-2.63%
-$390 
ADNT Adient plc
-2.6%
-$3.29 
TEL TE Connectivity plc
-2.59%
-$995.02 
JCI Johnson Controls International plc
-2.58%
-$354.64 
TXN Texas Instruments Inc
-2.5%
-$1,360.8 
BOTZ Global X Robotics & Artificial Intelligence ETF
-2.43%
-$130.9 
QCOM QUALCOMM Incorporated
-2.4%
-$46.64 
BNY BlackRock New York Municipal Income Trust
-2.4%
-$50,980.54 
SPFF Global X SuperIncome Preferred Mutual Fund
-2.32%
-$1,995 
IWF iShares Russell 1000 Growth ETF
-2.24%
-$5,050.2 
ILCG iShares Morningstar Growth ETF
-2.23%
-$23,984.4 
ROK Rockwell Automation, Inc.
-2.05%
-$12,488.96 
VUG Vanguard Growth ETF
-2.05%
-$28,865.52 
PII Polaris Inc.
-1.98%
-$7,244.04 
IWM iShares Russell 2000 ETF
-1.93%
-$40,945.14 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.9%
-$8,614.56 
COF Capital One Financial Corporation
-1.88%
-$2,789.99 
RVTY Revvity Inc.
-1.88%
-$291 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.87%
-$59,374.5 
HOG Harley-Davidson Inc.
-1.86%
-$8.67 
PFXF VanEck Preferred Securities ex Financials ETF
-1.82%
-$1,649.28 
C Citigroup Inc.
-1.8%
-$967.68 
MSFT Microsoft Corp.
-1.8%
-$14,054.4 
FAS Direxion Daily Financial Bull 3x Shares
-1.79%
-$46,576.77 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.78%
-$2,009.4 
SCHA Schwab U.S. Small-Cap ETF
-1.75%
-$36,037.68 
AMZN Amazon.com Inc
-1.74%
-$23,580 
GOOGL Alphabet Inc
-1.74%
-$6,876.79 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.7%
-$10,598.5 
GOOG Alphabet Inc
-1.68%
-$109,181.81 
NZF Nuveen Municipal Credit Income Fund
-1.65%
-$1,178.1 
PNR Pentair plc
-1.62%
-$28.17 
MAC The Macerich Company
-1.55%
-$4.2 
EWJ iShares MSCI Japan ETF
-1.52%
-$74 
OKE ONEOK, Inc.
-1.51%
-$18.33 
GLD SPDR Gold Shares
-1.49%
-$12,501.7 
EMR Emerson Electric Co.
-1.48%
-$295.24 
IJS iShares S&P Small-Cap 600 Value ETF
-1.48%
-$1,205.76 
ITB iShares U.S. Home Construction ETF
-1.48%
-$569,107.5 
PBI Pitney Bowes Inc.
-1.47%
-$19 
SPH Suburban Propane Partners L.P.
-1.45%
-$50 
PVH PVH Corp.
-1.44%
-$9.52 
FTV Fortive Corporation
-1.43%
-$32.9 
ANIK Anika Therapeutics Inc.
-1.36%
-$935.76 
SCHE Schwab Emerging Markets Equity ETF
-1.36%
-$2,327 
SCHC Schwab International Small-Cap Equity ETF
-1.36%
-$4,751.64 
IJH iShares Core S&P Mid-Cap ETF
-1.35%
-$900.9 
PCG PG&E Corporation
-1.35%
-$67.5 
DHI D.R. Horton, Inc.
-1.34%
-$9,739.61 
IBM International Business Machines Corporation
-1.26%
-$1,073.82 
CSCO Cisco Systems, Inc.
-1.24%
-$104,095.42 
PFF iShares Preferred and Income Securities ETF
-1.23%
-$1,152 
SCHX Schwab U.S. Large-Cap ETF
-1.18%
-$51,865.92 
NAD Nuveen Quality Municipal Income Fund
-1.17%
-$792 
V Visa Inc. Class A
-1.17%
-$45,874.04 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.16%
-$5,749.8 
CFG Citizens Financial Group, Inc.
-1.15%
-$4,030.33 
GM General Motors Company
-1.13%
-$1,624.5 
USB U.S. Bancorp
-1.11%
-$34.65 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.09%
-$1,540.54 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-1.09%
-$200 
SPY SPDR S&P 500 ETF Trust
-1.08%
-$4,019.98 
CSM ProShares Large Cap Core Plus
-1.06%
-$79,625.68 
JLL Jones Lang LaSalle Inc.
-1.03%
-$17,649.43 
FEX First Trust Large Cap Core Fund A
-1.02%
-$993.21 
BMO Bank of Montreal
-1%
-$4,058.2 
BA Boeing Company
-0.98%
-$552.66 
AXP American Express Company
-0.93%
-$31.79 
MET MetLife Inc.
-0.92%
-$1,038.81 
SCHF Schwab International Equity ETF
-0.92%
-$3,744 
HBAN Huntington Bancshares Incorporated
-0.92%
-$1,804.6 
VNQ Vanguard Real Estate ETF
-0.87%
-$242.53 
CRM Salesforce Inc
-0.87%
-$21,648.54 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.85%
-$657.6 
SCHH Schwab U.S. REIT ETF
-0.85%
-$4,543.66 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.84%
-$394.02 
AFB AllianceBernstein National Municipal Income Fund
-0.84%
-$100 
KWEB KraneShares CSI China Internet ETF
-0.83%
-$96.97 
WU Western Union Co.
-0.82%
-$4.3 
XRAY Dentsply Sirona Inc.
-0.76%
-$6.5 
DVA DaVita Inc.
-0.76%
-$17.94 
SMG Scotts Miracle-Gro Co.
-0.76%
-$133 
GAP Gap Inc.
-0.7%
-$10.08 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.7%
-$1,348.2 
EPD Enterprise Products Partners L.P.
-0.69%
-$250 
OSK Oshkosh Corporation
-0.65%
-$141.96 
CMI Cummins Inc.
-0.64%
-$678 
CBRE CBRE Group Inc.
-0.62%
-$15,141.6 
HPQ HP Inc.
-0.56%
-$18.19 
NI NiSource Inc.
-0.55%
-$172.5 
FNDF Schwab Fundamental International Large Company Index ETF
-0.54%
-$60.9 
SLB Schlumberger Limited
-0.53%
-$44.2 
ING ING Groep N.V. Sponsored ADR
-0.51%
-$21,654.94 
MAIN Main Street Capital Corporation
-0.5%
-$89.1 
RPM RPM International Inc.
-0.5%
-$17.64 
ETR Entergy Corporation
-0.47%
-$2,255.96 
RF Regions Financial Corporation
-0.44%
-$96 
GNTX Gentex Corporation
-0.43%
-$900 
MAS Masco Corporation
-0.43%
-$60 
F Ford Motor Company
-0.41%
-$3,712.3 
OXY Occidental Petroleum Corporation
-0.39%
-$7,587.6 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.36%
-$1,161.16 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.36%
-$34.4 
LABU Direxion Daily S&P Biotech Bull 3X Shares
-0.36%
-$15.31 
PFG Principal Financial Group, Inc.
-0.35%
-$12,434.74 
FANG Diamondback Energy Inc
-0.34%
-$1,180.56 
IHG Intercontinental Hotels Group PLC ADR
-0.33%
-$137.46 
OHI Omega Healthcare Investors Inc.
-0.29%
-$8,392.93 
AIG American International Group Inc.
-0.28%
-$53.46 
WTMF WisdomTree Managed Futures Strategy Fund
-0.28%
-$312 
KIM Kimco Realty Corporation
-0.27%
-$1.86 
WPC W. P. Carey Inc.
-0.27%
-$5,319.4 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.27%
-$1,869.34 
M Macy's Inc.
-0.26%
-$2.28 
MA Mastercard Incorporated
-0.26%
-$652.08 
BHF Brighthouse Financial Inc.
-0.24%
-$11.62 
KMI Kinder Morgan, Inc.
-0.24%
-$246.56 
TDG TransDigm Group Inc.
-0.24%
-$7,603.24 
MOAT VanEck Morningstar Wide Moat Fund
-0.23%
-$293.5 
LOW Lowe's Companies Inc.
-0.2%
-$3,734.74 
URBN Urban Outfitters Inc.
-0.2%
-$4.42 
GE General Electric Company
-0.2%
-$492.27 
EMN Eastman Chemical Company
-0.19%
-$1.32 
IWD iShares Russell 1000 Value ETF
-0.13%
-$51.48 
OMC Omnicom Group Inc.
-0.1%
-$0.88 
IGA Voya Global Advantage and Premium Opportunity Fund
-0.1%
-$2.75 
ALL Allstate Corporation
-0.1%
-$86.25 
NKE Nike, Inc. - Class B
-0.09%
-$388.5 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$4 
AWR American States Water Co.
-0.07%
-$6 
EIX Edison International
-0.07%
-$16 
IDA Idacorp Inc.
-0.07%
-$21.87 
USMV iShares MSCI USA Min Vol Factor ETF
-0.02%
-$4.46 
XBI SPDR S&P Biotech ETF
-0.02%
-$4.5 Events
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Dividends
Dividend Analysis
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| Trades 408 | Longs Won 236/408 57% | Profit Factor 28.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.5M |
| Average Win $571,977.12 | Best Trade (Oct 14) $18.06M | Sharpe Ratio 0 |
| Average Loss -$27,291.22 | Worst Trade (Oct 14) -$773,930.4 | Z-Score 3.71 (99.98%) |
| Commissions $0 | Avg. Trade Length 8y 9m 2w 5d | Expectancy $319,689.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AABA Altaba Inc | 300 | $21 | $21 | - | - | - | 0.0 |
| AAIC Arlington Asset Investment Corp. | 68 | $801.04 | $329.12 | - | -$471.92 | -58.91% | +1.468% |
| AAPL Apple Inc. | 20,700 | $875,817 | $7.1M | - | $6.22M | 710.59% | +0.495% |
| ABBV AbbVie Inc. | 2,610 | $252,413.1 | $740,000.22 | - | $487,587.12 | 193.17% | +3.34% |
| ABT Abbott Laboratories | 5,768 | $329,179.76 | $593,930.96 | - | $264,751.2 | 80.43% | +0.351% |
| ACIA Acacia Communications Inc | 500 | $18 | $18 | - | - | - | 0.0 |
| ADBE Adobe Inc. | 270 | $47,314.8 | $64,983.6 | - | $17,668.8 | 37.34% | +1.862% |
| ADM Archer-Daniels-Midland Co | 52 | $2,084.16 | $4,349.28 | - | $2,265.12 | 108.68% | +0.529% |
| ADNT Adient plc | 7 | $550.9 | $122.99 | - | -$427.91 | -77.67% | -2.605% |
| ADP Automatic Data Processing Inc. | 9 | $1,054.71 | $2,522.88 | - | $1,468.17 | 139.2% | +1.602% |
| AEP American Electric Power Company, Inc. | 13 | $956.41 | $1,639.69 | - | $683.28 | 71.44% | +0.382% |
| AET AET | 624 | $113 | $113 | - | - | - | 0.0 |
| AFB AllianceBernstein National Municipal Income Fund | 1,250 | $16,750 | $11,750 | - | -$5,000 | -29.85% | -0.844% |
| AFG American Financial Group Inc. | 32 | $3,473.28 | $4,660.16 | - | $1,186.88 | 34.17% | +0.705% |
| AG First Majestic Silver Corp | 345 | $2,325.3 | $5,261.25 | - | $2,935.95 | 126.26% | -6.614% |
| AGN Allergan PLC | 3,283 | $537,033.14 | $537,033.14 | - | - | - | 0.0 |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 200 | $4 | $5,026 | - | $5,022 | 125,550% | -0.08% |
| AGX Argan Inc. | 3,635 | $163,575 | $1.33M | - | $1.17M | 712.91% | -5.743% |
| AIG American International Group Inc. | 243 | $14,477.94 | $18,815.49 | - | $4,337.55 | 29.96% | -0.283% |
| AIZ Assurant Inc. | 9 | $907.56 | $2,486.97 | - | $1,579.41 | 174.03% | +1.971% |
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FAQ
Which stocks have generated the highest profits for Jeremiah Ludington?
The largest contributions to the portfolio's profits come from the following stocks: iShares U.S. Home Construction ETF - $2.3M, Omega Healthcare Investors Inc - $1.51M, Hannon Armstrong Sustainable Infrastructure Capital Inc - $1.13M, TotalEnergies SE - $1.12M, and W. P. Carey Inc - $1.06M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Jeremiah Ludington's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.04M earned over time. The largest contributors to dividend income include iShares U.S. Home Construction ETF - $2.3M, Omega Healthcare Investors Inc - $1.51M, Hannon Armstrong Sustainable Infrastructure Capital Inc - $1.13M, TotalEnergies SE - $1.12M, and W. P. Carey Inc - $1.06M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremiah Ludington's monthly returns?
Jeremiah Ludington'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 Jeremiah Ludington's strategy be considered aggressive or moderate?
Jeremiah Ludington'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 Jeremiah Ludington's strategy?
Jeremiah Ludington'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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