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
Tracking: 0 Updated: Jul 20 at 06:31 PM
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:
56.02%
Gain -0.87%
Monthly
0.99%
Yearly
12.57%
Drawdown
18.37%
$314.24M
Equity
Holdings
$314.24M
Investment
$245.39M
$84.51M
Profit -$1.81M
Realized
$15.66M
Unrealized
$68.84M
Dividends
$14.87M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.87%
Profit
-$1.81M
Win %
74%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$1.67M
Win %
74%
This Month
Compared to last month
Gain
-0.82%
Profit
-$2.6M
Win %
74%
This Year
Compared to last year
Gain
9.22%
Profit
$26.52M
Win %
74%
Lumentum Holdings Inc. logo
LITE Lumentum Holdings Inc.
+5.68%
+$2,082.25
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
+4.64%
+$437.5
The Geo Group, Inc. logo
GEO The Geo Group, Inc.
+4.14%
+$366
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+4.07%
+$5,973.28
Intel Corporation logo
INTC Intel Corporation
+3.52%
+$2,653.2
Viavi Solutions Inc. logo
VIAV Viavi Solutions Inc.
+3.3%
+$315
Intuitive Machines, Inc. logo
LUNR Intuitive Machines, Inc.
+3.03%
+$595.32
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
+2.81%
+$15,012.32
Broadcom Inc. logo
AVGO Broadcom Inc.
+2.77%
+$256.37
Salesforce Inc logo
CRM Salesforce Inc
+2.39%
+$493.07
GE Vernova Inc. logo
GEV GE Vernova Inc.
+2.28%
+$2,483.32
Microsoft Corp. logo
MSFT Microsoft Corp.
+2.08%
+$11,672.86
Northrop Grumman Corporation logo
NOC Northrop Grumman Corporation
+1.99%
+$249.6
Valero Energy Corporation logo
VLO Valero Energy Corporation
+1.93%
+$1,179.05
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+1.93%
+$480.24
Alphabet Inc logo
GOOG Alphabet Inc
+1.61%
+$6,935.94
Alphabet Inc logo
GOOGL Alphabet Inc
+1.53%
+$15,880.58
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+1.51%
+$58.83
Chevron Corporation logo
CVX Chevron Corporation
+1.5%
+$591.86
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
+1.48%
+$241.82
Abbott Laboratories logo
ABT Abbott Laboratories
+1.44%
+$1,544.25
AST SpaceMobile, Inc. logo
ASTS AST SpaceMobile, Inc.
+1.3%
+$375
Cheniere Energy Inc. logo
LNG Cheniere Energy Inc.
+1.28%
+$128.06
Amazon.com Inc logo
AMZN Amazon.com Inc
+1.24%
+$5,304.96
Accenture plc Class A logo
ACN Accenture plc Class A
+1.14%
+$107.58
Ziff Davis, Inc. logo
ZD Ziff Davis, Inc.
+1.12%
+$63.28
Vanguard Energy ETF logo
VDE Vanguard Energy ETF
+1.01%
+$75.67
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+1.01%
+$473.82
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
+0.96%
+$265.58
Visa Inc. Class A logo
V Visa Inc. Class A
+0.96%
+$1,988.32
AT&T Inc. logo
T AT&T Inc.
+0.8%
+$142.1
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.76%
+$4,569.91
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.73%
+$480.2
Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt logo
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.72%
+$100.98
Invesco FTSE RAFI Emerging Markets ETF logo
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.69%
+$106.86
Sibanye Stillwater Ltd - ADR logo
SBSW Sibanye Stillwater Ltd - ADR
+0.69%
+$27.5
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.68%
+$990.84
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+0.67%
+$36.05
Duke Energy Corporation logo
DUK Duke Energy Corporation
+0.62%
+$145.86
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
+0.62%
+$3,744.95
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
+0.59%
+$12,762.96
iShares ESG Aware MSCI USA ETF logo
USXF iShares ESG Aware MSCI USA ETF
+0.55%
+$83,141.89
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+0.45%
+$1,110.41
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+0.44%
+$71,547.75
ON Semiconductor Corporation logo
ON ON Semiconductor Corporation
+0.39%
+$68
Communication Services Select Sector SPDR Fund logo
XLC Communication Services Select Sector SPDR Fund
+0.38%
+$48.87
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
+0.37%
+$74.17
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+0.36%
+$685.24
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
+0.35%
+$78.75
PG&E Corporation logo
PCG PG&E Corporation
+0.35%
+$6
Vanguard Small-Cap Growth ETF logo
VBK Vanguard Small-Cap Growth ETF
+0.34%
+$6,773.2
Antero Resources Corporation logo
AR Antero Resources Corporation
+0.33%
+$22
Southwest Airlines Co. logo
LUV Southwest Airlines Co.
+0.31%
+$30
T. Rowe Price Capital Appreciation Equity ETF logo
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.3%
+$437.87
WisdomTree Managed Futures Strategy Fund logo
WTMF WisdomTree Managed Futures Strategy Fund
+0.27%
+$25.19
Vanguard ESG U.S. Stock ETF logo
ESGV Vanguard ESG U.S. Stock ETF
+0.25%
+$54,973.05
Energy Transfer L.P. logo
ET Energy Transfer L.P.
+0.25%
+$75.05
TCW Transform 500 ETF logo
VOTE TCW Transform 500 ETF
+0.23%
+$14.63
Dimensional Emerging Markets Core Equity 2 ETF logo
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.23%
+$72.76
U.S. Bancorp logo
USB U.S. Bancorp
+0.22%
+$29.82
Vanguard Large-Cap Index Fund ETF Shares logo
VV Vanguard Large-Cap Index Fund ETF Shares
+0.22%
+$10,406.16
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.21%
+$5,073.12
PGIM Laddered Fixed Income Fund ETF logo
PBFR PGIM Laddered Fixed Income Fund ETF
+0.2%
+$21,841.65
Citigroup Inc. logo
C Citigroup Inc.
+0.2%
+$3.64
NYLI Hedge Multi-Strategy Tracker ETF logo
QAI NYLI Hedge Multi-Strategy Tracker ETF
+0.2%
+$31.43
PGIM Laddered Fund of Bond 12 ETF logo
BUFP PGIM Laddered Fund of Bond 12 ETF
+0.19%
+$352.68
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.18%
+$269.12
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.18%
+$1,653.6
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.17%
+$436.23
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
+0.17%
+$404.49
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.17%
+$449.82
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$3,590.57
Dimensional U.S. Equity Market ETF logo
DFUS Dimensional U.S. Equity Market ETF
+0.16%
+$9,352.59
iShares MSCI Global Sustainable Development Goals ETF logo
SDG iShares MSCI Global Sustainable Development Goals ETF
+0.16%
+$14
T. Rowe Price U.S. Equity Research ETF logo
TSPA T. Rowe Price U.S. Equity Research ETF
+0.15%
+$261.87
iShares MSCI Global Minimum Volatility ETF logo
ACWV iShares MSCI Global Minimum Volatility ETF
+0.14%
+$7,794.32
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.14%
+$92.12
GMO U.S. Quality ETF logo
QLTY GMO U.S. Quality ETF
+0.14%
+$10,130.02
FT Vestladder Buffer ETF-USD I logo
BUFR FT Vestladder Buffer ETF-USD I
+0.12%
+$18.36
ISHARES RUSSELL 3000 ETF logo
IWV ISHARES RUSSELL 3000 ETF
+0.12%
+$62.4
WisdomTree U.S. SmallCap Fund logo
EES WisdomTree U.S. SmallCap Fund
+0.11%
+$104.36
iShares S&P Mid-Cap 400 Growth ETF logo
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.11%
+$30
Iron Mountain Inc. logo
IRM Iron Mountain Inc.
+0.1%
+$23.01
iShares MSCI USA ESG Select ETF logo
SUSA iShares MSCI USA ESG Select ETF
+0.1%
+$115.95
TCW Transform Systems ETF logo
PWRD TCW Transform Systems ETF
+0.08%
+$5.49
The Coca-Cola Company logo
KO The Coca-Cola Company
+0.08%
+$45.89
T. Rowe Price Equity Income ETF logo
TEQI T. Rowe Price Equity Income ETF
+0.08%
+$127.15
Dimensional US Core Equity Market ETF logo
DFAU Dimensional US Core Equity Market ETF
+0.07%
+$33,704.3
T. Rowe Price Floating Rate ETF logo
TFLR T. Rowe Price Floating Rate ETF
+0.05%
+$12.45
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
+0.04%
+$26.74
Capital Group Dividend Value ETF logo
CGDV Capital Group Dividend Value ETF
+0.04%
+$13.8
ZIM Integrated Shipping Services Ltd. logo
ZIM ZIM Integrated Shipping Services Ltd.
+0.04%
+$0.5
Janus Henderson AAA CLO ETF logo
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$15
T. Rowe Price Ultra Short-Term Bond ETF logo
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.02%
+$27.36
Capital Group Short Duration Municipal Income ETF logo
CGSM Capital Group Short Duration Municipal Income ETF
+0.02%
+$801.66
PIMCO Ultra Short Government Active Exchange-Traded Fund logo
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$226.02
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund logo
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$1.64
Enbridge Inc. Preferred Stock 2.983% Perpetual logo
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0
Centrus Energy Corp. logo
LEU Centrus Energy Corp.
0%
$0
UWM Holdings Corporation logo
UWMC UWM Holdings Corporation
-5.69%
-$149.38
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
-3.41%
-$124.31
GSK plc Sponsored ADR logo
GSK GSK plc Sponsored ADR
-2.65%
-$812.41
Arbor Realty Trust Inc. logo
ABR Arbor Realty Trust Inc.
-2.61%
-$280.53
Oracle Corporation logo
ORCL Oracle Corporation
-2.48%
-$4,823.33
Apple Inc. logo
AAPL Apple Inc.
-2.33%
-$188,288.4
Kontoor Brands Inc. logo
KTB Kontoor Brands Inc.
-2.3%
-$51.09
Netflix, Inc. logo
NFLX Netflix, Inc.
-2.28%
-$189
Glacier Bancorp Inc. logo
GBCI Glacier Bancorp Inc.
-2.21%
-$8,976.37
Morgan Stanley logo
MS Morgan Stanley
-2.16%
-$130.2
Tesla, Inc. logo
TSLA Tesla, Inc.
-2.16%
-$9,784.07
General Electric Company logo
GE General Electric Company
-2.15%
-$2,996
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-1.99%
-$5,768.34
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
-1.96%
-$85.68
Eli Lilly and Company logo
LLY Eli Lilly and Company
-1.95%
-$230.45
FedEx Corporation logo
FDX FedEx Corporation
-1.95%
-$366.6
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-1.9%
-$2,221.32
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
-1.71%
-$1,122.54
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-1.7%
-$1,351.4
Walmart Inc. logo
WMT Walmart Inc.
-1.64%
-$61.71
Anika Therapeutics Inc. logo
ANIK Anika Therapeutics Inc.
-1.57%
-$156
Ecolab Inc. logo
ECL Ecolab Inc.
-1.56%
-$42.7
Xylem Inc. logo
XYL Xylem Inc.
-1.55%
-$207.65
CSX Corporation logo
CSX CSX Corporation
-1.49%
-$497.55
Union Pacific Corporation logo
UNP Union Pacific Corporation
-1.49%
-$8,211.84
O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
-1.48%
-$631.13
Boeing Company logo
BA Boeing Company
-1.43%
-$3,070
Regions Financial Corporation logo
RF Regions Financial Corporation
-1.42%
-$60.76
HSBC Holdings plc Sponsored ADR logo
HSBC HSBC Holdings plc Sponsored ADR
-1.41%
-$203.06
Johnson & Johnson logo
JNJ Johnson & Johnson
-1.38%
-$3,664.51
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
-1.3%
-$648.24
The Walt Disney Company logo
DIS The Walt Disney Company
-1.3%
-$4,382.77
PPG Industries Inc. logo
PPG PPG Industries Inc.
-1.27%
-$151
Carnival Corporation Ltd. logo
CCL Carnival Corporation Ltd.
-1.27%
-$67
American Water Works Company, Inc. logo
AWK American Water Works Company, Inc.
-1.24%
-$236.88
Dick's Sporting Goods, Inc. logo
DKS Dick's Sporting Goods, Inc.
-1.21%
-$26.3
Vanguard Extended Duration Treasury ETF logo
EDV Vanguard Extended Duration Treasury ETF
-1.2%
-$59.6
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
-1.19%
-$1,376.29
Sempra logo
SRE Sempra
-1.18%
-$516.66
Zimmer Biomet Holdings, Inc. logo
ZBH Zimmer Biomet Holdings, Inc.
-1.15%
-$177.45
Wells Fargo & Company logo
WFC Wells Fargo & Company
-1.03%
-$3,279.72
EQT Corporation logo
EQT EQT Corporation
-0.97%
-$70.08
Public Service Enterprise Group Incorporated logo
PEG Public Service Enterprise Group Incorporated
-0.94%
-$55.5
Invesco Water Resources ETF logo
PHO Invesco Water Resources ETF
-0.92%
-$354.33
Annaly Capital Management, Inc. logo
NLY Annaly Capital Management, Inc.
-0.89%
-$168.51
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
-0.88%
-$568.62
IDEXX Laboratories, Inc. logo
IDXX IDEXX Laboratories, Inc.
-0.86%
-$408.24
Alliant Energy Corporation logo
LNT Alliant Energy Corporation
-0.82%
-$3,198
Bank of America Corporation logo
BAC Bank of America Corporation
-0.81%
-$1,711.71
Vanguard Materials ETF logo
VAW Vanguard Materials ETF
-0.8%
-$44.75
Pfizer Inc. logo
PFE Pfizer Inc.
-0.8%
-$1,644.19
Bank of Marin Bancorp logo
BMRC Bank of Marin Bancorp
-0.78%
-$2,700
Vale S.A. logo
VALE Vale S.A.
-0.78%
-$110
Starbucks Corporation logo
SBUX Starbucks Corporation
-0.75%
-$316
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-0.74%
-$164.64
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.73%
-$269.49
Exelon Corporation logo
EXC Exelon Corporation
-0.72%
-$62.98
Prime Medicine Inc. logo
PRME Prime Medicine Inc.
-0.71%
-$82.41
Vanguard Health Care ETF logo
VHT Vanguard Health Care ETF
-0.71%
-$60.06
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.66%
-$290.28
IonQ, Inc. WT logo
IONQ-WT IonQ, Inc. WT
-0.63%
-$97.5
DRDGOLD Limited American Depositary Receipts logo
DRD DRDGOLD Limited American Depositary Receipts
-0.63%
-$67.12
Viatris Inc. logo
VTRS Viatris Inc.
-0.61%
-$91.14
Consumer Discretionary Select Sector SPDR Fund logo
XLY Consumer Discretionary Select Sector SPDR Fund
-0.59%
-$123.3
Dimensional International Value ETF logo
DFIV Dimensional International Value ETF
-0.55%
-$97,864.43
Adobe Inc. logo
ADBE Adobe Inc.
-0.54%
-$143.51
Vanguard International Dividend Appreciation Index Fund logo
VIGI Vanguard International Dividend Appreciation Index Fund
-0.53%
-$38,633.51
The Southern Company logo
SO The Southern Company
-0.53%
-$180
Rivian Automotive, Inc. logo
RIVN Rivian Automotive, Inc.
-0.52%
-$32.4
American Express Company logo
AXP American Express Company
-0.5%
-$237.18
Dimensional US Targeted Value ETF logo
DFAT Dimensional US Targeted Value ETF
-0.5%
-$238
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-0.49%
-$642.42
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
-0.48%
-$47.04
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-0.47%
-$48.24
Dimensional International Sustainability Core 1 ETF logo
DFSI Dimensional International Sustainability Core 1 ETF
-0.44%
-$4,573.6
Dimensional US Small Cap Value ETF logo
DFSV Dimensional US Small Cap Value ETF
-0.44%
-$102.55
Dimensional International Core Equity Market ETF logo
DFAI Dimensional International Core Equity Market ETF
-0.42%
-$15,782.55
Invesco RAFI Developed Markets ex-U.S. ETF logo
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.42%
-$34.34
VanEck Agribusiness ETF logo
MOO VanEck Agribusiness ETF
-0.41%
-$34
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$1,405.32
iShares Select Dividend ETF logo
DVY iShares Select Dividend ETF
-0.38%
-$308.14
AbbVie Inc. logo
ABBV AbbVie Inc.
-0.36%
-$972.78
iShares MSCI Global Agriculture Producers ETF logo
VEGI iShares MSCI Global Agriculture Producers ETF
-0.34%
-$46.5
iShares S&P Small-Cap 600 Value ETF logo
IJS iShares S&P Small-Cap 600 Value ETF
-0.33%
-$84.6
T. Rowe Price Dividend Growth ETF logo
TDVG T. Rowe Price Dividend Growth ETF
-0.32%
-$6,585.76
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.32%
-$81.45
JPMorgan International Research Enhanced Equity ETF logo
JIRE JPMorgan International Research Enhanced Equity ETF
-0.32%
-$19,246.5
Dimensional U.S. Small Cap ETF logo
DFAS Dimensional U.S. Small Cap ETF
-0.31%
-$4,726.94
SPDR Portfolio Developed World ex-US ETF logo
SPDW SPDR Portfolio Developed World ex-US ETF
-0.31%
-$8,190.2
iShares U.S. Treasury Bond ETF logo
GOVT iShares U.S. Treasury Bond ETF
-0.31%
-$50.12
Dimensional US High Profitability ETF logo
DUHP Dimensional US High Profitability ETF
-0.3%
-$18,812.75
JPMorgan Core Plus Bond ETF logo
JCPB JPMorgan Core Plus Bond ETF
-0.28%
-$45,808.41
Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) logo
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.28%
-$165.12
Dimensional International High Profitability Portfolio logo
DIHP Dimensional International High Profitability Portfolio
-0.27%
-$15,957.27
iShares Russell Mid-Cap Value ETF logo
IWS iShares Russell Mid-Cap Value ETF
-0.27%
-$227.48
Nio Inc. logo
NIO Nio Inc.
-0.26%
-$5.16
Vert Global Sustainable Real Estate ETF logo
VGSR Vert Global Sustainable Real Estate ETF
-0.26%
-$43.2
iShares ESG Advanced Total USD Bond Market ETF logo
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.26%
-$973.5
Schwab Fundamental U.S. Small Company ETF logo
FNDA Schwab Fundamental U.S. Small Company ETF
-0.25%
-$39.71
iShares Core High Dividend ETF logo
HDV iShares Core High Dividend ETF
-0.25%
-$250.25
Haleon Plc - ADR logo
HLN Haleon Plc - ADR
-0.25%
-$18.52
VanEck Gold Miners ETF logo
GDX VanEck Gold Miners ETF
-0.24%
-$255
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
-0.22%
-$42.77
SPDR Gold Shares logo
GLD SPDR Gold Shares
-0.21%
-$15.6
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
-0.21%
-$14.26
AGNC Investment Corp. 10.1219% Perpetual Preferred Stock logo
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.21%
-$95.84
JPMorgan Active Value ETF logo
JAVA JPMorgan Active Value ETF
-0.19%
-$1,104
iShares ESG Advanced MSCI EAFE Index Fund logo
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.18%
-$11,066.16
Vanguard Financials ETF (primary ticker: VFH) logo
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.18%
-$14.7
Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF logo
NUSA Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF
-0.17%
-$644.32
iShares iBonds Dec 2030 Treasury ETF logo
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.17%
-$88.24
T. Rowe Price International Equity ETF logo
TOUS T. Rowe Price International Equity ETF
-0.16%
-$55.8
JPMorgan International Bond ETF logo
JPIB JPMorgan International Bond ETF
-0.16%
-$18,193.42
PIMCO Multisector Bond Active ETF logo
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$1,603.68
Dimensional US Sustainability Core 1 ETF logo
DFSU Dimensional US Sustainability Core 1 ETF
-0.15%
-$3,245.13
Corteva Inc. logo
CTVA Corteva Inc.
-0.14%
-$102.48
Capital Group Municipal High-Income ETF logo
CGHM Capital Group Municipal High-Income ETF
-0.14%
-$1,767.85
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
-0.13%
-$135.52
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-0.13%
-$75.24
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
-0.13%
-$4.57
Dimensional World ex U.S. Core Equity 2 ETF logo
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.12%
-$11,848.86
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
-0.12%
-$100.39
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
-0.1%
-$55
iShares ESG Advanced High Yield Fund logo
HYXF iShares ESG Advanced High Yield Fund
-0.1%
-$1,440.3
iShares Intermediate Muni Income Active ETF logo
INMU iShares Intermediate Muni Income Active ETF
-0.1%
-$1,263.8
Schwab Fundamental U.S. Large Company Index ETF logo
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.1%
-$36.81
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
-0.09%
-$131.52
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-0.09%
-$17.11
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
-0.08%
-$12
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.08%
-$1,119.51
Vanguard Short-Term Bond ETF logo
BSV Vanguard Short-Term Bond ETF
-0.08%
-$2.46
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.07%
-$169.48
JPMorgan Municipal Bond ETF logo
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$1,786.15
Vanguard Short-Term Inflation-Protected Securities Index Fund logo
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$7.07
Vanguard FTSE All-World ex-US ETF logo
VEU Vanguard FTSE All-World ex-US ETF
-0.07%
-$13.97
iShares California Muni Bond ETF logo
CMF iShares California Muni Bond ETF
-0.06%
-$5,384.99
iShares ESG Aware MSCI USA Small-Cap ETF logo
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.06%
-$461.52
iShares International Aggregate Bond Fund logo
IAGG iShares International Aggregate Bond Fund
-0.05%
-$5.08
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$1,521.5
Vanguard ESG International Stock ETF logo
VSGX Vanguard ESG International Stock ETF
-0.01%
-$667.78
Loading...

Dividends

Dividend Analysis

Yearly
$
Trades
2362
Longs Won
1129/2362 47%
Profit Factor
3.84
Profitability
Shorts Won
0/0 0%
Standard Deviation
$289,023.94
Average Win
$78,596.47
Best Trade
(Jul 22) $5.43M
Sharpe Ratio
-9.63
Average Loss
-$18,757.63
Worst Trade
(Sep 29) -$4.05M
Z-Score
-9.54 (100%)
Commissions
$0
Avg. Trade Length
12m
Expectancy
$35,777.36
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 16,667 15,000 13,333 11,667 10,000 8,333 6,667 5,000 3,333 1,667
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
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: Dimensional World ex U.S. Core Equity 2 ETF - $1.93M, JPMorgan Core Plus Bond ETF - $1.81M, Dimensional International Value ETF - $1.57M, Dimensional U.S. Small Cap ETF - $1.42M, and Vanguard International Dividend Appreciation Index Fund - $1.41M. 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, Vanguard Growth ETF - $1.11M, SPDR Portfolio Developed World ex-US ETF - $715,279.41, Apple Inc - $541,738.51, and iShares ESG Aware MSCI USA ETF - $504,979.18. 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 $14.87M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $1.64M, Dimensional International Value ETF - $1.31M, Dimensional US Core Equity Market ETF - $1.08M, Dimensional World ex U.S. Core Equity 2 ETF - $975,910.12, and JPMorgan Ultra-Short Income ETF - $934,200.54. 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.
Account USV