FCG
Financial Connections Group Inc. Portfolio
Invests via Financial Connections Group Inc. | Managed by Financial Connections Group Inc.
Invests via Financial Connections Group Inc.
Managed by Financial Connections Group Inc.
Automatically Tracked
Company Profile
Financial Connections Group Inc. operates as a strategic financial services firm focused on providing innovative solutions for personal finance and wealth management. With a keen understanding of market dynamics, it empowers clients to navigate complex financial landscapes effectively. The company's expertise lies in fostering client relationships and delivering tailored guidance that enhances financial well-being. Positioned at the intersection of technology and advisory services, this organization leverages data-driven insights to drive superior outcomes for its clientele while championing transparency and ethical practices in all dealings.
Financial Connections Group Inc. operates as a strategic financial services firm focused on providing innovative solutions for personal finance and wealth management. With a keen understanding of market dynamics, it empowers clients to navigate complex financial landscapes effectively. The company's expertise lies in fostering client relationships and delivering tailored guidance that enhances financial well-being. Positioned at the intersection of technology and advisory services, this organization leverages data-driven insights to drive superior outcomes for its clientele while championing transparency and ethical practices in all dealings.
Investment Philosophy & Strategy
Innovation drives Financial Connections Group Inc.'s approach to financial services, emphasizing technology integration within personal finance strategies. Leveraging cutting-edge tools and analytics, the firm cultivates dynamic relationships that inform its bespoke client solutions. Positioned as a facilitator of financial empowerment, it seeks opportunities to simplify complexity while maintaining an ethical commitment to transparency. This organization actively explores emerging market trends to adjust its service offerings, ensuring relevance in an evolving landscape.
Innovation drives Financial Connections Group Inc.'s approach to financial services, emphasizing technology integration within personal finance strategies. Leveraging cutting-edge tools and analytics, the firm cultivates dynamic relationships that inform its bespoke client solutions. Positioned as a facilitator of financial empowerment, it seeks opportunities to simplify complexity while maintaining an ethical commitment to transparency. This organization actively explores emerging market trends to adjust its service offerings, ensuring relevance in an evolving landscape.
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:
70.52%
Gain -0.01%
Monthly
1.08%
Yearly
13.82%
Drawdown
18.35%
$317.93M
Equity
Holdings
$317.93M
Investment
$240.02M
$96.39M
Profit -$22,877.24
Realized
$18.48M
Unrealized
$77.91M
Dividends
$15.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$22,877.24
Win %
74%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$3.47M
Win %
74%
This Month
Compared to last month
Gain
-0.67%
Profit
-$2.13M
Win %
74%
This Year
Compared to last year
Gain
9.24%
Profit
$26.88M
Win %
74%
AAPL Apple Inc.
+3.56%
+$274,449.97 
UBER Uber Technologies, Inc.
+2.05%
+$118.26 
ISRG Intuitive Surgical, Inc.
+2.03%
+$515.52 
ABBV AbbVie Inc.
+1.62%
+$4,262.45 
DIS The Walt Disney Company
+1.56%
+$5,625.13 
CSX CSX Corporation
+1.39%
+$441.53 
DLB Dolby Laboratories Inc.
+1.26%
+$177.06 
ACN Accenture plc Class A
+1.2%
+$139.26 
BMRC Bank of Marin Bancorp
+1.17%
+$3,840 
PANW Palo Alto Networks, Inc.
+1.01%
+$2,135.7 
PNC The PNC Financial Services Group, Inc.
+0.96%
+$1,053.4 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.93%
+$137.44 
FDX FedEx Corporation
+0.85%
+$157.8 
ADP Automatic Data Processing Inc.
+0.8%
+$1,156.28 
UPS United Parcel Service, Inc.
+0.79%
+$24.18 
SCHW Charles Schwab Corporation
+0.75%
+$215.44 
NOC Northrop Grumman Corporation
+0.68%
+$83.52 
GOOG Alphabet Inc
+0.61%
+$2,498.43 
EQT EQT Corporation
+0.59%
+$25.68 
GOOGL Alphabet Inc
+0.59%
+$5,785.65 
XLC Communication Services Select Sector SPDR Fund
+0.58%
+$73.6 
C Citigroup Inc.
+0.53%
+$10.22 
CRWD CrowdStrike Holdings, Inc.
+0.51%
+$3,163.04 
VZ Verizon Communications Inc.
+0.44%
+$18.26 
NUS Nu Skin Enterprises Inc.
+0.41%
+$2.18 
GBCI Glacier Bancorp Inc.
+0.39%
+$1,363.5 
UNP Union Pacific Corporation
+0.39%
+$2,016.3 
KO The Coca-Cola Company
+0.32%
+$197.68 
RIVN Rivian Automotive, Inc.
+0.28%
+$4.5 
ET Energy Transfer L.P.
+0.28%
+$88.5 
PG Procter & Gamble Co
+0.25%
+$5.68 
ZIM ZIM Integrated Shipping Services Ltd.
+0.24%
+$3.5 
RF Regions Financial Corporation
+0.22%
+$8.78 
MSFT Microsoft Corp.
+0.16%
+$1,112.32 
AR Antero Resources Corporation
+0.13%
+$10 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$1,930.8 
NOW ServiceNow, Inc.
+0.05%
+$32.55 
TFLR T. Rowe Price Floating Rate ETF
+0.03%
+$7.5 
EPD Enterprise Products Partners L.P.
+0.03%
+$4.22 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
0%
$0 
LEU Centrus Energy Corp.
-8.52%
-$1,547 
IONQ-WT IonQ, Inc. WT
-7.13%
-$1,261.65 
INTC Intel Corporation
-5.57%
-$4,688.64 
LITE Lumentum Holdings Inc.
-5.39%
-$2,664 
DELL Dell Technologies Inc.
-5.34%
-$2,085.61 
ORCL Oracle Corporation
-5.23%
-$23,400.36 
VIAV Viavi Solutions Inc.
-4.54%
-$445 
SBSW Sibanye Stillwater Ltd - ADR
-4.23%
-$277.5 
ASTS AST SpaceMobile, Inc.
-4.02%
-$1,255 
DRD DRDGOLD Limited American Depositary Receipts
-3.7%
-$558.48 
PRME Prime Medicine Inc.
-3.46%
-$445.44 
GDX VanEck Gold Miners ETF
-3.45%
-$5,145 
MRVL Marvell Technology, Inc.
-3.42%
-$805 
AMD Advanced Micro Devices, Inc.
-3.36%
-$174.95 
GEV GE Vernova Inc.
-2.9%
-$2,725.47 
NLY Annaly Capital Management, Inc.
-2.68%
-$497.31 
ADBE Adobe Inc.
-2.37%
-$681.39 
NVDA NVIDIA Corporation
-2.36%
-$17,746.08 
ZBH Zimmer Biomet Holdings, Inc.
-2.3%
-$367.57 
ABR Arbor Realty Trust Inc.
-2.24%
-$219.89 
PLTR Palantir Technologies Inc.
-2.17%
-$14,830.47 
LUNR Intuitive Machines, Inc.
-2.14%
-$464.64 
PBD Invesco Global Clean Energy ETF
-2%
-$71 
PPG PPG Industries Inc.
-1.95%
-$211.09 
MRK Merck & Co., Inc.
-1.91%
-$6,381.51 
CSCO Cisco Systems, Inc.
-1.83%
-$326 
ABT Abbott Laboratories
-1.77%
-$1,980.9 
IDXX IDEXX Laboratories, Inc.
-1.67%
-$724.08 
EDV Vanguard Extended Duration Treasury ETF
-1.62%
-$77.6 
VAW Vanguard Materials ETF
-1.62%
-$93.62 
USXF iShares ESG Aware MSCI USA ETF
-1.58%
-$258,593.32 
HD The Home Depot, Inc.
-1.53%
-$1,646.96 
PWRD TCW Transform Systems ETF
-1.52%
-$99.33 
SDG iShares MSCI Global Sustainable Development Goals ETF
-1.5%
-$136.54 
KTB Kontoor Brands Inc.
-1.46%
-$25.48 
VBK Vanguard Small-Cap Growth ETF
-1.44%
-$28,304.1 
META Meta Platforms Inc Class A
-1.42%
-$2,606.8 
HSBC HSBC Holdings plc Sponsored ADR
-1.34%
-$201.63 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$21,436.1 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.28%
-$134,381.03 
VEU Vanguard FTSE All-World ex-US ETF
-1.26%
-$273.05 
MS Morgan Stanley
-1.23%
-$73.92 
SRE Sempra
-1.22%
-$476.32 
PHO Invesco Water Resources ETF
-1.21%
-$465.93 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.21%
-$324 
UNH UnitedHealth Group Incorporated
-1.19%
-$112.56 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.19%
-$32,698.94 
VSGX Vanguard ESG International Stock ETF
-1.19%
-$127,626.84 
SCHF Schwab International Equity ETF
-1.17%
-$235.62 
TSLA Tesla, Inc.
-1.15%
-$5,160.08 
PCG PG&E Corporation
-1.14%
-$16.2 
ON ON Semiconductor Corporation
-1.14%
-$162 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-1.12%
-$97.01 
UWMC UWM Holdings Corporation
-1.09%
-$19.08 
VXF Vanguard Extended Market ETF
-1.08%
-$155.4 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$1,600.2 
MOO VanEck Agribusiness ETF
-1.04%
-$91 
DIHP Dimensional International High Profitability Portfolio
-1.04%
-$56,306.52 
GSK GSK plc Sponsored ADR
-1.03%
-$296.5 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.02%
-$8,461.2 
CCL Carnival Corporation Ltd.
-1.01%
-$46 
LOW Lowe's Companies Inc.
-1.01%
-$102.51 
VB Vanguard Small-Cap ETF
-1%
-$693.84 
XYL Xylem Inc.
-1%
-$117.17 
IWM iShares Russell 2000 ETF
-0.99%
-$2,324.16 
DFSI Dimensional International Sustainability Core 1 ETF
-0.98%
-$10,076.23 
VALE Vale S.A.
-0.97%
-$150 
IWF iShares Russell 1000 Growth ETF
-0.96%
-$21,329.68 
LNT Alliant Energy Corporation
-0.91%
-$3,198 
VO Vanguard Mid-Cap ETF
-0.89%
-$553.9 
VGSR Vert Global Sustainable Real Estate ETF
-0.89%
-$140.7 
CGHM Capital Group Municipal High-Income ETF
-0.88%
-$11,208.56 
TOUS T. Rowe Price International Equity ETF
-0.88%
-$320.85 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.88%
-$133.76 
DFAI Dimensional International Core Equity Market ETF
-0.85%
-$24,727.29 
DUK Duke Energy Corporation
-0.85%
-$191.68 
DUHP Dimensional US High Profitability ETF
-0.84%
-$46,625.95 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.83%
-$137 
VEGI iShares MSCI Global Agriculture Producers ETF
-0.82%
-$120 
SBUX Starbucks Corporation
-0.82%
-$328 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$425.6 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.8%
-$52,860.76 
IJS iShares S&P Small-Cap 600 Value ETF
-0.79%
-$201.16 
BA Boeing Company
-0.76%
-$1,570.01 
SUSA iShares MSCI USA ESG Select ETF
-0.76%
-$1,599.75 
IWS iShares Russell Mid-Cap Value ETF
-0.75%
-$646.25 
GEO The Geo Group, Inc.
-0.74%
-$211.5 
EES WisdomTree U.S. SmallCap Fund
-0.74%
-$668.25 
CGDV Capital Group Dividend Value ETF
-0.74%
-$251.85 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$10,767.5 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.73%
-$1,085.93 
VTRS Viatris Inc.
-0.73%
-$104.16 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.72%
-$520.56 
VOTE TCW Transform 500 ETF
-0.71%
-$44.8 
EXC Exelon Corporation
-0.71%
-$58.28 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.7%
-$45,632.37 
JMUB JPMorgan Municipal Bond ETF
-0.7%
-$18,551.76 
RSP Invesco S&P 500 Equal Weight ETF
-0.69%
-$721.16 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.68%
-$1,215.82 
ORLY O'Reilly Automotive Inc.
-0.66%
-$282.15 
DFUS Dimensional U.S. Equity Market ETF
-0.66%
-$38,860.25 
IWB iShares Russell 1000 ETF
-0.66%
-$1,603.41 
SO The Southern Company
-0.66%
-$208.8 
IWV ISHARES RUSSELL 3000 ETF
-0.66%
-$340.8 
CMF iShares California Muni Bond ETF
-0.64%
-$55,859.96 
PYLD PIMCO Multisector Bond Active ETF
-0.64%
-$5,922.18 
JPIB JPMorgan International Bond ETF
-0.63%
-$50,635.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$407.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.62%
-$13,799.85 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.61%
-$2,205.32 
JCPB JPMorgan Core Plus Bond ETF
-0.61%
-$93,366 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.6%
-$29,472.48 
VOO Vanguard S&P 500 ETF
-0.6%
-$6,654.56 
IVV iShares Core S&P 500 ETF
-0.59%
-$1,506.05 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$1,617.22 
ESGV Vanguard ESG U.S. Stock ETF
-0.59%
-$139,758.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$891.46 
XLE Energy Select Sector SPDR Fund
-0.58%
-$85.5 
GILD Gilead Sciences Inc.
-0.58%
-$211.68 
DFAU Dimensional US Core Equity Market ETF
-0.57%
-$289,788.9 
GOVT iShares U.S. Treasury Bond ETF
-0.56%
-$89 
VYM Vanguard High Dividend Yield ETF
-0.56%
-$456.82 
DFSU Dimensional US Sustainability Core 1 ETF
-0.55%
-$11,741.08 
APD Air Products and Chemicals, Inc.
-0.54%
-$120.37 
DFAT Dimensional US Targeted Value ETF
-0.53%
-$255 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.52%
-$42,291 
VUG Vanguard Growth ETF
-0.51%
-$86,103 
PFE Pfizer Inc.
-0.5%
-$1,150.94 
CVX Chevron Corporation
-0.49%
-$96.6 
TEQI T. Rowe Price Equity Income ETF
-0.49%
-$820.85 
DFIV Dimensional International Value ETF
-0.48%
-$93,065 
INMU iShares Intermediate Muni Income Active ETF
-0.47%
-$724.57 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.45%
-$91.8 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$1,225.8 
BINC iShares Flexible Income Active ETF
-0.45%
-$230 
CRM Salesforce Inc
-0.43%
-$69.96 
IAGG iShares International Aggregate Bond Fund
-0.43%
-$43.43 
TMO Thermo Fisher Scientific Inc.
-0.42%
-$148.48 
GE General Electric Company
-0.42%
-$544 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.42%
-$23,612.4 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.4%
-$159.51 
JAVA JPMorgan Active Value ETF
-0.39%
-$2,355.2 
MA Mastercard Incorporated
-0.39%
-$13.14 
CGSM Capital Group Short Duration Municipal Income ETF
-0.38%
-$17,711.4 
AXP American Express Company
-0.34%
-$179.85 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.33%
-$4.37 
CTVA Corteva Inc.
-0.33%
-$239.12 
JPM JPMorgan Chase & Co.
-0.33%
-$409.48 
BUFR FT Vestladder Buffer ETF-USD I
-0.31%
-$46.92 
AWK American Water Works Company, Inc.
-0.31%
-$60.63 
HYXF iShares ESG Advanced High Yield Fund
-0.27%
-$3,949.03 
JNJ Johnson & Johnson
-0.27%
-$759.19 
QLTY GMO U.S. Quality ETF
-0.26%
-$20,454.06 
WFC Wells Fargo & Company
-0.25%
-$799.45 
NEE NextEra Energy, Inc.
-0.23%
-$138.51 
PBFR PGIM Laddered Fixed Income Fund ETF
-0.23%
-$23,366.56 
BUFP PGIM Laddered Fund of Bond 12 ETF
-0.21%
-$180.9 
DKS Dick's Sporting Goods, Inc.
-0.2%
-$2.6 
HDV iShares Core High Dividend ETF
-0.19%
-$196.62 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.18%
-$18.18 
AMZN Amazon.com Inc
-0.17%
-$718.5 
HLN Haleon Plc - ADR
-0.16%
-$11.12 
TDVG T. Rowe Price Dividend Growth ETF
-0.16%
-$3,392.88 
BAC Bank of America Corporation
-0.16%
-$345.8 
CL Colgate-Palmolive Company
-0.16%
-$98.84 
PEG Public Service Enterprise Group Incorporated
-0.15%
-$8.25 
PTC PTC Inc.
-0.14%
-$17.5 
DVY iShares Select Dividend ETF
-0.12%
-$94.43 
JPST JPMorgan Ultra-Short Income ETF
-0.1%
-$8,204.55 
TDAY USA TODAY Co., Inc.
-0.08%
-$1.25 
ZD Ziff Davis, Inc.
-0.05%
-$3.15 
JAAA Janus Henderson AAA CLO ETF
-0.04%
-$30 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.04%
-$70.78 
V Visa Inc. Class A
-0.03%
-$62.76 
PEP PepsiCo, Inc.
-0.03%
-$23.2 
COST Costco Wholesale Corporation
-0.02%
-$8.58 
NUSA Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF
-0.02%
-$70.79 
NSC Norfolk Southern Corporation
-0.01%
-$2.92 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2250 | Longs Won 1259/2250 55% | Profit Factor 4.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $331,065.71 |
| Average Win $80,316.49 | Best Trade (Sep 03) $6.37M | Sharpe Ratio -9.28 |
| Average Loss -$23,964.13 | Worst Trade (Sep 29) -$4.05M | Z-Score -7.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 3d | Expectancy $42,839.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,439 | $3.79M | $7.98M | - | $4.19M | 110.53% | +3.561% |
| ABBV AbbVie Inc. | 1,046 | $173,816.43 | $266,714.31 | - | $92,897.88 | 53.45% | +1.624% |
| ABR Arbor Realty Trust Inc. | 1,999 | $26,133.41 | $9,615.19 | - | -$16,518.22 | -63.21% | -2.236% |
| ABT Abbott Laboratories | 1,065 | $116,854.5 | $110,089.05 | - | -$6,765.45 | -5.79% | -1.768% |
| ACN Accenture plc Class A | 66 | $18,844.25 | $11,742.06 | - | -$7,102.19 | -37.69% | +1.2% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 44,976 | $4.71M | $5.63M | - | $922,232.88 | 19.6% | -0.418% |
| ADBE Adobe Inc. | 113 | $38,027.89 | $28,117.79 | - | -$9,910.1 | -26.06% | -2.366% |
| ADP Automatic Data Processing Inc. | 548 | $152,563.03 | $146,496.84 | - | -$6,066.19 | -3.98% | +0.796% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 1,764 | $37,902.9 | $45,281.88 | - | $7,378.98 | 19.47% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 10 | $1,622.1 | $5,036 | - | $3,413.9 | 210.46% | -3.357% |
| AMZN Amazon.com Inc | 1,633 | $196,806.6 | $411,450.68 | - | $214,644.08 | 109.06% | -0.174% |
| APD Air Products and Chemicals, Inc. | 75 | $22,062.82 | $22,022.62 | - | -$40.2 | -0.18% | -0.544% |
| AR Antero Resources Corporation | 200 | $6,951 | $7,834 | - | $883 | 12.7% | +0.128% |
| ASTS AST SpaceMobile, Inc. | 500 | $23,432.5 | $29,955 | - | $6,522.5 | 27.84% | -4.021% |
| AWK American Water Works Company, Inc. | 141 | $21,491.22 | $19,725.9 | - | -$1,765.32 | -8.21% | -0.306% |
| AXP American Express Company | 165 | $28,743 | $52,917.15 | - | $24,174.15 | 84.1% | -0.339% |
| BA Boeing Company | 1,000 | $215,830 | $204,850 | - | -$10,980 | -5.09% | -0.761% |
| BAC Bank of America Corporation | 3,458 | $121,577.91 | $216,367.06 | - | $94,789.15 | 77.97% | -0.16% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 7,308 | $739,366.33 | $736,061.76 | - | -$3,304.57 | -0.45% | 0.0 |
| BINC iShares Flexible Income Active ETF | 1,000 | $53,240 | $51,300 | - | -$1,940 | -3.64% | -0.446% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Financial Connections Group Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard ESG U.S. Stock ETF - $2.1M, JPMorgan Core Plus Bond ETF - $1.91M, Dimensional World ex U.S. Core Equity 2 ETF - $1.8M, Vanguard International Dividend Appreciation Index Fund - $1.55M, and Dimensional U.S. Small Cap ETF - $1.42M. 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: Vanguard Extended Market ETF - $1.64M, iShares ESG Aware MSCI USA ETF - $829,469.47, SPDR Portfolio Developed World ex-US ETF - $720,292.71, Apple Inc - $556,768.23, and iShares ESG Aware MSCI USA Small-Cap ETF - $410,517.13. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Financial Connections Group Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.17M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $1.74M, Dimensional International Value ETF - $1.32M, Dimensional US Core Equity Market ETF - $1.08M, Dimensional World ex U.S. Core Equity 2 ETF - $980,119.77, and JPMorgan Ultra-Short Income ETF - $979,517.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Financial Connections Group Inc.'s monthly returns?
Financial Connections Group Inc.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Financial Connections Group Inc.'s strategy be considered aggressive or moderate?
Financial Connections Group Inc.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Financial Connections Group Inc.'s strategy?
Financial Connections Group 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.
