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:
74.94%
Gain -0.32%
Monthly
1.03%
Yearly
13.09%
Drawdown
18.36%
$319.15M
Equity
Holdings
$319.15M
Investment
$245.39M
$93.58M
Profit -$577,351.9
Realized
$19.82M
Unrealized
$73.75M
Dividends
$15.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$577,351.9
Win %
71%
This Week
Compared To Last Week
Gain
0.03%
Profit
$98,641.46
Win %
71%
This Month
Compared to last month
Gain
0.08%
Profit
$260,356.58
Win %
71%
This Year
Compared to last year
Gain
10.92%
Profit
$31.43M
Win %
71%
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PANW Palo Alto Networks, Inc.
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CRWD CrowdStrike Holdings, Inc.
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GBCI Glacier Bancorp Inc.
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VIAV Viavi Solutions Inc.
+3.78%
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LNG Cheniere Energy Inc.
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AR Antero Resources Corporation
+3.61%
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ISRG Intuitive Surgical Inc.
+3.16%
+$1,008.72 
LITE Lumentum Holdings Inc.
+3.07%
+$1,154.5 
VDE Vanguard Energy ETF
+3.03%
+$261.74 
CVX Chevron Corporation
+2.75%
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MRVL Marvell Technology Inc.
+2.67%
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XOM ExxonMobil Holdings Corporation
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EQT EQT Corporation
+2.4%
+$191.26 
EPD Enterprise Products Partners L.P.
+2.25%
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GEO The GEO Group, Inc.
+2.19%
+$177 
INTC Intel Corporation
+2.09%
+$1,417.68 
AMD Advanced Micro Devices Inc.
+2.09%
+$3,140.56 
WMB The Williams Companies, Inc.
+2.06%
+$77.11 
ET Energy Transfer LP
+2.02%
+$607.9 
ORCL Oracle Corporation
+1.79%
+$3,467.25 
ASTS AST SpaceMobile Inc.
+1.7%
+$330 
CSCO Cisco Systems, Inc.
+1.61%
+$275.55 
AVGO Broadcom Inc.
+0.85%
+$69 
MSFT Microsoft Corporation Common Stock
+0.84%
+$6,264.53 
VEGI iShares MSCI Agriculture Producers ETF
+0.72%
+$96 
VALE Vale S.A. American Depositary Shares
+0.61%
+$75 
ABT Abbott Laboratories
+0.55%
+$596.4 
QQQ Invesco QQQ Trust, Series 1
+0.46%
+$676.21 
IRM Iron Mountain Inc.
+0.39%
+$77 
BA The Boeing Company
+0.39%
+$730 
RF Regions Financial Corp.
+0.39%
+$14.85 
WTMF WisdomTree Managed Futures Strategy Fund
+0.35%
+$34.35 
GEV GE Vernova Inc.
+0.35%
+$296.64 
MOO VanEck Agribusiness ETF
+0.34%
+$27.5 
IEMG iShares Core MSCI Emerging Markets ETF
+0.33%
+$17.5 
CGHM Capital Group Municipal High-Income ETF
+0.26%
+$3,283.15 
VLO Valero Energy Corporation
+0.22%
+$183.21 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.21%
+$68.48 
JMUB JPMorgan Municipal ETF
+0.17%
+$4,082.64 
CMF iShares California Muni Bond ETF
+0.14%
+$12,308.56 
IWF iShares Russell 1000 Growth ETF
+0.13%
+$2,876.16 
USXF iShares ESG Advanced MSCI USA ETF
+0.12%
+$18,587.34 
INMU iShares Intermediate Muni Income Active ETF
+0.11%
+$1,263.8 
VGSR Vert Global Sustainable Real Estate ETF
+0.09%
+$14.4 
BMRC Bank of Marin Bancorp
+0.09%
+$302.4 
ABBV AbbVie Inc.
+0.07%
+$203.97 
CGSM Capital Group Short Duration Municipal Income ETF
+0.06%
+$2,863.08 
GILD Gilead Sciences Inc.
+0.05%
+$26.24 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$6.56 
IVW iShares S&P 500 Growth ETF
+0.03%
+$19.6 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.03%
+$2.91 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.03%
+$202.05 
BILZ PIMCO Ultra Short Government Active ETF
+0.02%
+$320.95 
PXH Invesco RAFI Emerging Markets ETF
+0.02%
+$2.74 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$7.5 
VUG Vanguard Morningstar Growth ETF
+0.01%
+$953.97 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NIO NIO Inc. American Depositary Shares
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
T AT&T Inc.
-5.7%
-$1,051.54 
ABR Arbor Realty Trust, Inc.
-4.9%
-$301.31 
ACN Accenture plc
-4.25%
-$725.34 
DKS DICK'S Sporting Goods, Inc.
-3.8%
-$56.6 
CL Colgate-Palmolive Co.
-3.61%
-$2,485.12 
AXP American Express Company
-3.54%
-$1,540.33 
CCL Carnival Corporation Ltd.
-3.43%
-$186 
IONQ-WT IonQ, Inc. WT
-2.85%
-$630.5 
PEP PepsiCo, Inc.
-2.85%
-$2,291.75 
HD The Home Depot, Inc.
-2.83%
-$3,207.42 
LOW Lowe's Companies, Inc.
-2.8%
-$120.02 
CTVA Corteva Inc.
-2.68%
-$294.63 
PCG PG&E Corporation
-2.58%
-$33.5 
LEU Centrus Energy Corp. Class A Common Stock
-2.52%
-$262 
KTB Kontoor Brands Inc.
-2.48%
-$50.18 
KO The Coca-Cola Company
-2.38%
-$1,602.62 
GE General Electric Company
-2.23%
-$2,612 
LLY Eli Lilly and Company
-2.21%
-$289 
PPG PPG Industries, Inc.
-2.13%
-$243.41 
ADBE Adobe Inc.
-2.03%
-$620.37 
PRME Prime Medicine, Inc.
-2.01%
-$278.4 
LUV Southwest Airlines Co.
-1.94%
-$163 
NSC Norfolk Southern Corp.
-1.94%
-$956.3 
VTRS Viatris Inc.
-1.81%
-$290.78 
MRK Merck & Co., Inc.
-1.78%
-$5,950.04 
ORLY O'Reilly Automotive Inc.
-1.78%
-$809.87 
JNJ Johnson & Johnson
-1.64%
-$4,620 
CSX CSX Corporation
-1.58%
-$537.09 
UNP Union Pacific Corp.
-1.56%
-$8,541.77 
FDX FedEx Corp.
-1.55%
-$283.2 
CRM Salesforce, Inc.
-1.36%
-$410.8 
JPM JPMorgan Chase & Co.
-1.32%
-$1,718.28 
COST Costco Wholesale Corp
-1.32%
-$523.38 
HSBC HSBC Holdings plc Sponsored ADR
-1.32%
-$173.03 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.3%
-$268.2 
SMFG Sumitomo Mitsui Financial Group Inc. Sponsored ADR
-1.29%
-$173.91 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$362.04 
V Visa Inc. Class A
-1.25%
-$2,988.26 
MS Morgan Stanley Common Stock
-1.19%
-$61.32 
PFE Pfizer Inc.
-1.17%
-$2,918.45 
GDX VanEck Gold Miners ETF
-1.16%
-$1,425 
WMT Walmart Inc.
-1.14%
-$45.7 
GSK GSK plc ADR
-1.07%
-$326.15 
ON ON Semiconductor Corporation
-1.05%
-$154 
ECL Ecolab Inc.
-1.03%
-$30.2 
PEG Public Service Enterprise Group Inc.
-1.03%
-$56.25 
DRD DRDGOLD Ltd. Sponsored ADR
-1.03%
-$134.25 
C Citigroup Inc.
-1%
-$17.08 
VFH Vanguard Financials Index Fund ETF Shares
-0.99%
-$82.2 
EXC Exelon Corp.
-0.97%
-$81.78 
IDXX IDEXX Laboratories, Inc.
-0.96%
-$457.38 
SCHW The Charles Schwab Corporation
-0.93%
-$230.35 
HLN Haleon Plc ADR
-0.92%
-$70.39 
VHT Vanguard Health Care ETF
-0.91%
-$86.1 
VIGI Vanguard International Dividend Appreciation ETF
-0.91%
-$68,469.29 
SO The Southern Company
-0.89%
-$298.8 
XLC State Street Communication Services Select Sector SPDR ETF
-0.86%
-$105.8 
VZ Verizon Communications Inc.
-0.84%
-$31.54 
ADP Automatic Data Processing Inc.
-0.81%
-$1,370 
LNT Alliant Energy Corporation
-0.79%
-$2,886 
SBUX Starbucks Corp.
-0.79%
-$320 
UPS United Parcel Service, Inc. Class B Common Stock
-0.75%
-$23.56 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.75%
-$62.13 
DVY iShares Select Dividend ETF
-0.69%
-$556.64 
DFSI Dimensional International Sustainability Core 1 ETF
-0.69%
-$7,089.08 
WFC Wells Fargo & Company
-0.68%
-$2,029.44 
AWK American Water Works Company, Inc.
-0.66%
-$132.54 
SBSW Sibanye Stillwater Ltd. ADR
-0.64%
-$30 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.64%
-$38,863.12 
DUK Duke Energy Corporation
-0.63%
-$147.73 
NLY Annaly Capital Management, Inc.
-0.63%
-$94.53 
ACWV iShares MSCI Global Min Vol Factor ETF
-0.61%
-$35,408.5 
TOUS T. Rowe Price International Equity ETF
-0.61%
-$213.9 
VIG Vanguard Dividend Appreciation ETF
-0.6%
-$2,107.98 
BRK-B Berkshire Hathaway Inc.
-0.59%
-$15,877.89 
VAW Vanguard Materials Index Fund ETF Shares
-0.56%
-$32 
QLTY GMO U.S. Quality ETF
-0.56%
-$43,617.84 
NFLX Netflix Inc.
-0.54%
-$43.8 
USB U.S. Bancorp
-0.52%
-$66.03 
GLD SPDR Gold Shares
-0.52%
-$38 
TDVG T. Rowe Price Dividend Growth Fund
-0.51%
-$10,496.06 
RSP Invesco S&P 500 Equal Weight ETF
-0.49%
-$522.72 
DUHP Dimensional US High Profitability ETF
-0.48%
-$30,852.91 
TSLA Tesla, Inc.
-0.48%
-$2,131.89 
UNH UnitedHealth Group Inc.
-0.46%
-$47.28 
QUAL iShares MSCI USA Quality Factor ETF
-0.46%
-$32.09 
DFSU Dimensional US Sustainability Core 1 ETF
-0.44%
-$9,735.39 
META Meta Platforms Inc Class A
-0.42%
-$805.11 
RIVN Rivian Automotive, Inc. Class A
-0.41%
-$18 
PHO Invesco Water Resources ETF
-0.41%
-$167.4 
AAPL Apple Inc.
-0.41%
-$34,697.52 
DFAI Dimensional International Core Equity Market ETF
-0.4%
-$14,880.69 
EDV Vanguard Extended Duration Treasury ETF
-0.4%
-$18.8 
TEQI T. Rowe Price Equity Income ETF
-0.39%
-$659.89 
BAC Bank of America Corporation
-0.38%
-$674.31 
DIHP Dimensional International High Profitability ETF
-0.38%
-$23,049.39 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$301.2 
PNC The PNC Financial Services Group, Inc.
-0.37%
-$380.14 
SRE Sempra
-0.35%
-$142.2 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.34%
-$88.8 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.34%
-$2,769.12 
FNDX Schwab Fundamental U.S. Large Company ETF
-0.34%
-$134.97 
DFAS Dimensional U.S. Small Cap ETF
-0.33%
-$4,819.62 
JAVA JPMorgan Active Value ETF
-0.33%
-$1,987.2 
IWS iShares Russell Mid-Cap Value ETF
-0.32%
-$279.19 
AMZN Amazon.com Inc
-0.3%
-$1,294.1 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.29%
-$179.54 
DFAT Dimensional U.S. Targeted Value ETF
-0.29%
-$136 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.28%
-$127.54 
VB Vanguard Small-Cap ETF
-0.28%
-$158.4 
GOOGL Alphabet Inc
-0.27%
-$2,619.24 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.27%
-$39.71 
APD Air Products and Chemicals Inc.
-0.26%
-$59.62 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.25%
-$23,697.72 
DMXF iShares ESG Advanced MSCI EAFE ETF
-0.25%
-$15,560.38 
DIS The Walt Disney Company
-0.25%
-$966.28 
DFAU Dimensional U.S. Core Equity Market ETF
-0.25%
-$125,187.4 
HDV iShares Core High Dividend ETF
-0.25%
-$268.12 
SCHF Schwab International Equity ETF
-0.24%
-$46.41 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.23%
-$6,076.6 
ZD Ziff Davis, Inc.
-0.23%
-$13.99 
EES WisdomTree U.S. SmallCap Fund
-0.22%
-$199.66 
VEA Vanguard FTSE Developed Markets ETF
-0.22%
-$56.11 
CGDV Capital Group Dividend Value ETF
-0.21%
-$72.45 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.21%
-$319.58 
ESGV Vanguard ESG U.S. Stock ETF
-0.2%
-$45,810.87 
IWM iShares Russell 2000 ETF
-0.2%
-$443.86 
VXUS Vanguard Total International Stock ETF
-0.19%
-$2,558.88 
IWV iShares Russell 3000 ETF
-0.19%
-$99.6 
IVV iShares Core S&P 500 ETF
-0.18%
-$471.19 
NEE NextEra Energy Inc.
-0.18%
-$109.35 
IJS iShares S&P Small-Cap 600 Value ETF
-0.18%
-$45.12 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.18%
-$1,804.14 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.17%
-$35.56 
GOOG Alphabet Inc
-0.17%
-$683.64 
TFLR T. Rowe Price Floating Rate ETF
-0.17%
-$43 
VOO Vanguard S&P 500 ETF
-0.17%
-$1,636.22 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.17%
-$14.31 
XYL Xylem Inc.
-0.17%
-$19.62 
SPY State Street SPDR S&P 500 ETF Trust
-0.16%
-$446.26 
HYXF iShares ESG Advanced High Yield Corporate Bond ETF
-0.16%
-$2,138.36 
JPIB JPMorgan International Bond Opportunities ETF
-0.16%
-$18,193.42 
QAI NYLI Hedge Multi-Strategy Tracker ETF
-0.15%
-$24.7 
VTI Vanguard Total Stock Market ETF
-0.15%
-$3,188.42 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.13%
-$86.24 
VV Vanguard Morningstar Large-Cap ETF
-0.13%
-$6,495.12 
DFSV Dimensional US Small Cap Value ETF
-0.13%
-$29.3 
VSGX Vanguard ESG International Stock ETF
-0.13%
-$13,355.6 
DFUS Dimensional U.S. Equity Market ETF
-0.13%
-$7,554.02 
IWB iShares Russell 1000 ETF
-0.12%
-$299.73 
BIV Vanguard Intermediate-Term Bond ETF
-0.12%
-$69.12 
PBFR PGIM Laddered S&P 500 Buffer 20 ETF
-0.12%
-$13,238.43 
DFIV Dimensional International Value ETF
-0.12%
-$20,856.35 
IBTK iShares iBonds Dec 2030 Term Treasury ETF
-0.1%
-$54.3 
VOTE TCW Transform 500 ETF
-0.1%
-$6.51 
ANIK Anika Therapeutics Inc.
-0.1%
-$13 
BUFR FT Vest Laddered Buffer ETF
-0.09%
-$14.28 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$14.32 
VBK Vanguard Small-Cap Growth ETF
-0.09%
-$1,693.3 
ZBH Zimmer Biomet Holdings Inc.
-0.09%
-$14.37 
EUSB iShares ESG Advanced Universal USD Bond ETF
-0.08%
-$309.75 
SUSA iShares ESG Optimized MSCI USA ETF
-0.08%
-$96.62 
JCPB JPMorgan Core Plus Bond ETF
-0.08%
-$11,867.29 
PWRD TCW Transform Systems ETF
-0.07%
-$4.27 
BINC iShares Flexible Income Active ETF
-0.07%
-$36 
VWO Vanguard FTSE Emerging Markets ETF
-0.07%
-$13.8 
ZIM ZIM Integrated Shipping Services Ltd.
-0.07%
-$1 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.07%
-$105.09 
NOC Northrop Grumman Corporation
-0.07%
-$8.88 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.05%
-$93.53 
BUFP PGIM Laddered S&P 500 Buffer 12 ETF
-0.05%
-$94.05 
LUNR Intuitive Machines, Inc. Class A Common Stock
-0.05%
-$7.26 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$1.23 
IAGG iShares Core International Aggregate Bond ETF
-0.03%
-$3.04 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$2,282.25 
NUSA Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF
-0.02%
-$80.54 
VNQ Vanguard Real Estate ETF
-0.02%
-$1.46 
TBUX T. Rowe Price Ultra Short-Term Bond Fund
-0.01%
-$13.68 
NVDA NVIDIA Corporation
-0.01%
-$59.21 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2362 | Longs Won 1321/2362 55% | Profit Factor 4.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $307,053.16 |
| Average Win $74,768.29 | Best Trade (Oct 15) $5.7M | Sharpe Ratio -10.9 |
| Average Loss -$23,256.83 | Worst Trade (Sep 29) -$4.05M | Z-Score -5.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 5d | Expectancy $39,617.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,264 | $3.77M | $8.41M | - | $4.65M | 123.3% | -0.411% |
| ABBV AbbVie Inc. | 1,046 | $173,816.43 | $298,512.71 | - | $124,696.28 | 71.74% | +0.068% |
| ABR Arbor Realty Trust, Inc. | 2,078 | $26,742.5 | $5,849.57 | - | -$20,892.93 | -78.13% | -4.899% |
| ABT Abbott Laboratories | 1,065 | $116,854.5 | $109,769.55 | - | -$7,084.95 | -6.06% | +0.546% |
| ACN Accenture plc | 66 | $18,844.25 | $16,351.5 | - | -$2,492.75 | -13.23% | -4.248% |
| ACWV iShares MSCI Global Min Vol Factor ETF | 44,539 | $4.66M | $5.75M | - | $1.09M | 23.39% | -0.612% |
| ADBE Adobe Inc. | 113 | $38,027.89 | $29,951.78 | - | -$8,076.11 | -21.24% | -2.029% |
| ADP Automatic Data Processing Inc. | 548 | $152,563.03 | $167,381.12 | - | $14,818.09 | 9.71% | -0.812% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 1,822 | $39,350.58 | $45,440.68 | - | $6,090.1 | 15.48% | -0.28% |
| AMD Advanced Micro Devices Inc. | 296 | $59,803.08 | $153,487.84 | - | $93,684.76 | 156.66% | +2.089% |
| AMZN Amazon.com Inc | 1,728 | $216,592.25 | $431,362.54 | - | $214,770.29 | 99.16% | -0.299% |
| ANIK Anika Therapeutics Inc. | 650 | $9,425 | $13,695.5 | - | $4,270.5 | 45.31% | -0.095% |
| APD Air Products and Chemicals Inc. | 75 | $22,062.82 | $23,056.87 | - | $994.05 | 4.51% | -0.258% |
| AR Antero Resources Corporation | 200 | $6,951 | $8,090 | - | $1,139 | 16.39% | +3.612% |
| ASTS AST SpaceMobile Inc. | 500 | $23,432.5 | $19,715 | - | -$3,717.5 | -15.86% | +1.702% |
| AVGO Broadcom Inc. | 25 | $7,737.75 | $8,150 | - | $412.25 | 5.33% | +0.854% |
| AWK American Water Works Company, Inc. | 141 | $21,491.22 | $20,062.89 | - | -$1,428.33 | -6.65% | -0.656% |
| AXP American Express Company | 134 | $23,342.8 | $42,032.45 | - | $18,689.65 | 80.07% | -3.535% |
| BA The Boeing Company | 1,000 | $215,830 | $188,280 | - | -$27,550 | -12.76% | +0.389% |
| BAC Bank of America Corporation | 3,458 | $121,577.91 | $175,960.33 | - | $54,382.42 | 44.73% | -0.382% |
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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 - $2.28M, Dimensional World ex U.S. Core Equity 2 ETF - $1.99M, JPMorgan Core Plus Bond ETF - $1.92M, Dimensional International Value ETF - $1.66M, and Vanguard International Dividend Appreciation ETF - $1.64M. 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, State Street SPDR Portfolio Developed World ex-US ETF - $715,279.41, Apple Inc - $535,187.23, iShares ESG Advanced MSCI USA ETF - $456,383.76, and iShares ESG Aware MSCI USA Small-Cap ETF - $408,194.15. 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 $15.91M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $1.76M, Dimensional International Value ETF - $1.4M, Dimensional U.S. Core Equity Market ETF - $1.2M, Dimensional World ex U.S. Core Equity 2 ETF - $1.03M, and JPMorgan Ultra-Short Income ETF - $967,148.4. 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.
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