Belena Vincetti Portfolio
Invests via Fortis Capital Advisors LLC | Managed by David Cleary, Patrick Mullin, Karol Krucinski
Invests via Fortis Capital Advisors LLC
Managed by David Cleary, Patrick Mullin, Karol Krucinski
Automatically Tracked
Belena Vincetti Profile
Belena Vincetti is a distinguished entrepreneur and corporate leader renowned for her role in pioneering innovative solutions within the technology sector. With a focus on fostering digital transformation, she has effectively led startups to successful market positions through strategic partnerships and product development. Her experience includes navigating high-stakes negotiations and driving growth initiatives that elevate brand recognition. Vincetti’s insights into emerging trends position her as a critical player in connecting ventures with vital investment opportunities, establishing networks across diverse industries.
Belena Vincetti is a distinguished entrepreneur and corporate leader renowned for her role in pioneering innovative solutions within the technology sector. With a focus on fostering digital transformation, she has effectively led startups to successful market positions through strategic partnerships and product development. Her experience includes navigating high-stakes negotiations and driving growth initiatives that elevate brand recognition. Vincetti’s insights into emerging trends position her as a critical player in connecting ventures with vital investment opportunities, establishing networks across diverse industries.
Investment Philosophy & Strategy
Growth opportunities in the technology landscape are increasingly defined by strategic vision and innovation. Belena Vincetti leverages her extensive entrepreneurial background to identify ventures ripe for expansion and impactful transformation. With a keen eye on emerging trends, she actively seeks partnerships that enhance product development while driving significant brand advancement. Her ability to cultivate essential relationships within diverse markets fuels not only individual company success but also overall industry progression. By marrying foresight with execution capabilities, she positions herself at the forefront of investment strategies that yield sustainable growth.
Growth opportunities in the technology landscape are increasingly defined by strategic vision and innovation. Belena Vincetti leverages her extensive entrepreneurial background to identify ventures ripe for expansion and impactful transformation. With a keen eye on emerging trends, she actively seeks partnerships that enhance product development while driving significant brand advancement. Her ability to cultivate essential relationships within diverse markets fuels not only individual company success but also overall industry progression. By marrying foresight with execution capabilities, she positions herself at the forefront of investment strategies that yield sustainable growth.
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:
127.69%
Gain -0.58%
Monthly
2.09%
Yearly
28.24%
Drawdown
25.95%
$891.14M
Equity
Holdings
$891.14M
Investment
$670.57M
$276.19M
Profit -$2.82M
Realized
$55.61M
Unrealized
$220.57M
Dividends
$21.18M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.58%
Profit
-$2.82M
Win %
70%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$3.9M
Win %
70%
This Month
Compared to last month
Gain
-1.39%
Profit
-$12.53M
Win %
70%
This Year
Compared to last year
Gain
0.22%
Profit
$2.34M
Win %
69%
NET Cloudflare, Inc. Class A Common Stock
+7.42%
+$303,231.68 
WFRD Weatherford International plc
+6.87%
+$58,534.2 
SLB SLB N.V.
+6.66%
+$38,507.7 
PANW Palo Alto Networks, Inc.
+6.26%
+$41,821.43 
CRWD CrowdStrike Holdings, Inc.
+6.15%
+$225,338.88 
DDOG Datadog Inc. Class A
+5.59%
+$88,088.33 
WALD Waldencast plc
+4.94%
+$1,670.6 
ENTG Entegris Inc.
+4.19%
+$37,159.66 
LQDA Liquidia Corporation
+3.73%
+$3,735.52 
BKR Baker Hughes Company
+3.59%
+$27,755.14 
TGTX TG Therapeutics Inc.
+3.3%
+$89,011.85 
MU Micron Technology Inc.
+3.3%
+$74,184.47 
BB BlackBerry Limited
+3.08%
+$3,657 
MDB MongoDB, Inc. Class A Common Stock
+3.08%
+$30,270.7 
FTNT Fortinet, Inc.
+2.73%
+$10,146.68 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.67%
+$9,696.86 
OKE ONEOK, Inc.
+2.49%
+$6,605.82 
CVX Chevron Corporation
+2.44%
+$31,717.92 
DOCN DigitalOcean Holdings, Inc.
+2.37%
+$12,968.82 
LMT Lockheed Martin Corporation
+2.31%
+$13,252.29 
XOM ExxonMobil Holdings Corporation
+2.29%
+$93,815.52 
SU Suncor Energy Inc.
+2.23%
+$21,625 
AKAM Akamai Technologies, Inc.
+2.22%
+$9,326.34 
MRVL Marvell Technology Inc.
+2.17%
+$22,077.2 
NAT Nordic American Tankers Limited
+2.12%
+$1,884.96 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.09%
+$5,834.31 
SKYY First Trust Cloud Computing ETF
+2.02%
+$8,754.84 
CDNS Cadence Design Systems, Inc.
+1.93%
+$18,664.49 
NXT Nextpower Inc. Class A Common Stock
+1.82%
+$11,665.26 
AMD Advanced Micro Devices Inc.
+1.76%
+$31,362.65 
ASTS AST SpaceMobile Inc.
+1.55%
+$9,591 
INTC Intel Corporation
+1.5%
+$9,077.76 
ORCL Oracle Corporation
+1.4%
+$12,168.64 
CSCO Cisco Systems, Inc.
+1.24%
+$17,341.49 
CHAT Roundhill Generative AI & Technology ETF
+1.19%
+$2,850.12 
FCX Freeport-McMoRan Inc.
+1.08%
+$15,544.9 
AMAT Applied Materials Inc.
+1.07%
+$11,133.51 
EIPI FT Energy Income Partners Enhanced Income ETF
+1.03%
+$2,854.99 
QCOM QUALCOMM Incorporated
+1.02%
+$7,580.91 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.01%
+$3,464.34 
EEMO Invesco S&P Emerging Markets Momentum ETF
+0.99%
+$5,877.24 
NTRA Natera, Inc.
+0.96%
+$25,748.8 
GLW Corning Incorporated
+0.94%
+$1,330.52 
SMH VanEck Semiconductor ETF
+0.92%
+$2,854.18 
SOXX iShares Semiconductor ETF
+0.91%
+$2,959.2 
ANET Arista Networks Inc.
+0.9%
+$39,591.86 
ASML ASML Holding N.V. NY Registered Shares
+0.86%
+$1,926.21 
Q Qnity Electronics Inc.
+0.85%
+$2,000.62 
ALAB Astera Labs, Inc.
+0.85%
+$24,158.65 
ABT Abbott Laboratories
+0.84%
+$6,477.52 
HUBB Hubbell Inc.
+0.71%
+$9,835.74 
MSFT Microsoft Corporation Common Stock
+0.68%
+$164,377.98 
NBIS Nebius Group N.V. Class A Ordinary Shares
+0.65%
+$6,639.36 
MRNA Moderna Inc.
+0.63%
+$37,667.84 
XLK State Street Technology Select Sector SPDR ETF
+0.61%
+$28,626.08 
CDX Simplify High Yield ETF
+0.59%
+$2,657.76 
VGT Vanguard Information Technology ETF
+0.59%
+$9,715.41 
ARKW ARK Next Generation Internet ETF
+0.56%
+$1,865.28 
QTUM Defiance Quantum ETF
+0.56%
+$2,818.84 
ARM Arm Holdings plc ADR
+0.56%
+$4,952.57 
SNDK Sandisk Corp.
+0.55%
+$3,441.87 
SWZ Total Return Securities Fund
+0.52%
+$433.74 
ILF iShares Latin America 40 ETF
+0.5%
+$1,721.61 
RLY State Street Multi-Asset Real Return ETF
+0.48%
+$29,025 
HUM Humana Inc.
+0.46%
+$7,643.6 
AIQ Global X Artificial Intelligence & Technology ETF
+0.45%
+$1,316.84 
NOW ServiceNow Inc.
+0.45%
+$5,023.9 
VEEV Veeva Systems Inc.
+0.45%
+$3,447.38 
SHOP Shopify Inc.
+0.43%
+$1,732.29 
LRCX Lam Research Corp.
+0.4%
+$2,672.82 
BA The Boeing Company
+0.4%
+$4,482.18 
IBM International Business Machines Corporation
+0.4%
+$6,654.56 
CIEN Ciena Corp.
+0.37%
+$3,141.13 
AVGO Broadcom Inc.
+0.37%
+$7,361.34 
SQM Sociedad Química y Minera de Chile S.A. ADR
+0.34%
+$1,786.38 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.33%
+$40,588.2 
ABBV AbbVie Inc.
+0.32%
+$14,511.6 
SNAP Snap Inc. Class A Common Stock
+0.32%
+$874.3 
IHI iShares U.S. Medical Devices ETF
+0.31%
+$1,518.78 
ILMN Illumina Inc.
+0.27%
+$7,075.85 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.25%
+$538.56 
KRE State Street SPDR S&P Regional Banking ETF
+0.23%
+$480.42 
BMOP BNY Mellon Municipal Opportunities ETF
+0.19%
+$744.81 
IEMG iShares Core MSCI Emerging Markets ETF
+0.18%
+$906.12 
FTNJ Franklin New Jersey Municipal Income ETF
+0.18%
+$187.5 
MPC Marathon Petroleum Corp.
+0.16%
+$594.75 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$70,122.23 
GBTC Grayscale Bitcoin Trust ETF
+0.14%
+$387.69 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.13%
+$6,385.27 
MUB iShares National Muni Bond ETF
+0.13%
+$10,685.35 
SPMO Invesco S&P 500 Momentum ETF
+0.13%
+$4,028.85 
BHP BHP Group Ltd. Sponsored ADR
+0.1%
+$301.36 
PGHY Invesco Global ex-US High Yield Corporate Bond ETF
+0.05%
+$688.97 
GEV GE Vernova Inc.
+0.05%
+$163.19 
USFR WisdomTree Floating Rate Treasury Fund
+0.04%
+$283.36 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,025.96 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$425.67 
IONQ IonQ, Inc.
+0.03%
+$41.8 
BNDX Vanguard Total International Bond ETF
+0.03%
+$186.06 
XCEM Columbia EM Core ex-China ETF
+0.03%
+$530.55 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$111.93 
SCCO Southern Copper Corporation
+0.02%
+$198.15 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$422.74 
FEM First Trust Emerging Markets AlphaDEX Fund
+0.01%
+$43.05 
GSY Invesco Ultra Short Duration ETF
+0.01%
+$61.31 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$43.21 
BBAI BigBear.ai Holdings, Inc.
0%
$0 
IAUX i-80 Gold Corp.
0%
$0 
TLNE TALEN ENERGY CORP NEW
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBS Webster Financial Corporation
0%
$0 
PEMX Putnam Emerging Markets Ex-China ETF
0%
$0 MFSI
MFSI
0%
$0 KHPI
KHPI
0%
$0 
FIX Comfort Systems USA Inc.
-9.18%
-$17,611.5 
CRDO Credo Technology Group Holding Ltd
-8.24%
-$174,580.78 
T AT&T Inc.
-6.4%
-$27,633.36 
DECK Deckers Outdoor Corporation
-5.73%
-$50,278.98 
DAVE Dave Inc. Class A Common Stock
-5.2%
-$57,382.65 
GALT Galectin Therapeutics Inc.
-5.18%
-$2,474.32 
OSCR Oscar Health, Inc. Class A Common Stock
-4.65%
-$65,854.85 
GPC Genuine Parts Company
-4.04%
-$13,959 
CMPX Compass Therapeutics, Inc.
-3.98%
-$415.5 
AXP American Express Company
-3.89%
-$77,481.31 
VIK Viking Holdings Ltd.
-3.87%
-$44,084.7 
NEM Newmont Corporation
-3.81%
-$34,573.8 
STRL Sterling Infrastructure, Inc.
-3.79%
-$6,070.35 
PFGC Performance Food Group Co.
-3.63%
-$98,359.85 
WSM Williams-Sonoma, Inc.
-3.52%
-$30,292.1 
CRD-A Crawford & Company
-3.36%
-$4,707.64 
TGT Target Corp.
-3.34%
-$42,150.24 
ABAT American Battery Technology Company
-3.24%
-$702.72 
COLL Collegium Pharmaceutical, Inc.
-3.19%
-$20,600.25 
HD The Home Depot, Inc.
-3.05%
-$61,431.43 
LLY Eli Lilly and Company
-2.96%
-$142,239.24 
CLS Celestica Inc.
-2.66%
-$53,828.96 
VOD Vodafone Group plc Sponsored ADR
-2.54%
-$7,798.61 
TPR Tapestry Inc.
-2.52%
-$7,160.65 
KO The Coca-Cola Company
-2.5%
-$11,093.18 
BLK BlackRock, Inc.
-2.45%
-$29,451.88 
CAT Caterpillar Inc.
-2.45%
-$8,250.28 
CTVA Corteva Inc.
-2.45%
-$2,710.89 
GE General Electric Company
-2.36%
-$40,252 
WDC Western Digital Corp.
-2.36%
-$10,349.68 
BMY Bristol-Myers Squibb Company
-2.32%
-$20,140.7 
MNST Monster Beverage Corporation
-2.31%
-$48,834.89 
CDE Coeur Mining Inc.
-2.16%
-$10,695.6 
RNR RenaissanceRe Holdings Ltd.
-2.16%
-$44,962.45 
SKWD Skyward Specialty Insurance Group, Inc.
-2.16%
-$23,566.58 
APO Apollo Global Management Inc.
-2.12%
-$28,848.96 
INV Innventure, Inc.
-2.1%
-$765.89 
MO Altria Group, Inc.
-2.08%
-$14,634.31 
PCAR PACCAR Inc.
-2.03%
-$5,142.81 
PG The Procter & Gamble Company
-2.02%
-$87,118.73 
KIE State Street SPDR S&P Insurance ETF
-2.02%
-$8,945.3 
TEX Terex Corporation Common Stock
-2.02%
-$16,860.9 
KLRS Kalaris Therapeutics, Inc.
-2.01%
-$1,600 
BX Blackstone Inc.
-2%
-$16,886.25 
FSTA Fidelity MSCI Consumer Staples Index ETF
-1.99%
-$17,828.01 
VDC Vanguard Consumer Staples ETF
-1.98%
-$6,801.02 
BABA Alibaba Group Holding Ltd. ADR
-1.97%
-$10,132.41 
MS Morgan Stanley Common Stock
-1.95%
-$50,609.44 
CAVA Cava Group, Inc.
-1.92%
-$11,445 
PPH VanEck Pharmaceutical ETF
-1.91%
-$10,550.13 
MA Mastercard Inc. Class A Common Stock
-1.89%
-$25,005.37 
UNP Union Pacific Corp.
-1.89%
-$5,608.76 
PH Parker-Hannifin Corporation
-1.86%
-$10,789.12 
BXSL Blackstone Secured Lending Fund
-1.86%
-$24,183.08 
IVZ Invesco Ltd.
-1.86%
-$6,640.42 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.86%
-$23,527.97 
WPM Wheaton Precious Metals Corp.
-1.85%
-$9,631.74 
MCD McDonald's Corporation
-1.84%
-$31,170.74 
KR The Kroger Co.
-1.83%
-$8,250.61 
ALL The Allstate Corporation
-1.8%
-$24,279.38 
CRWV CoreWeave Inc. Class A Common Stock
-1.76%
-$10,700.62 
AZO AutoZone, Inc.
-1.76%
-$7,188.74 
HLT Hilton Worldwide Holdings Inc.
-1.71%
-$29,779.54 
COF Capital One Financial Corp.
-1.69%
-$5,578.42 
MRK Merck & Co., Inc.
-1.64%
-$12,143.56 
WMT Walmart Inc.
-1.62%
-$26,828.15 
RBLX Roblox Corp. Class A Common Stock
-1.61%
-$14,471.58 
GDX VanEck Gold Miners ETF
-1.6%
-$21,108.03 
JNJ Johnson & Johnson
-1.6%
-$19,176.26 
RDDT Reddit Inc. Class A Common Stock
-1.57%
-$14,433.8 
JPM JPMorgan Chase & Co.
-1.54%
-$51,620.62 
TXT Textron Inc.
-1.54%
-$18,049.22 
AEM Agnico Eagle Mines Limited
-1.52%
-$15,085.5 
ALLY Ally Financial Inc.
-1.5%
-$4,144.75 
LTH Life Time Group Holdings, Inc.
-1.5%
-$3,354.75 
TJX The TJX Companies, Inc.
-1.44%
-$10,867.12 
AMGN Amgen Inc. Common Stock
-1.39%
-$7,208.98 
VZ Verizon Communications Inc.
-1.38%
-$5,636.25 
MMM 3M Company
-1.38%
-$5,873.34 
V Visa Inc. Class A
-1.35%
-$31,091.2 
SEZL Sezzle Inc.
-1.34%
-$17,002.04 
SLV iShares Silver Trust
-1.34%
-$33,488.4 
AON Aon plc Class A
-1.34%
-$5,727.7 
XLF State Street Financial Select Sector SPDR ETF
-1.32%
-$9,374.25 
SOFI SoFi Technologies, Inc.
-1.32%
-$11,904.94 
COST Costco Wholesale Corp
-1.32%
-$54,525.86 
NLY Annaly Capital Management, Inc.
-1.31%
-$2,540.88 
PFE Pfizer Inc.
-1.3%
-$8,496.84 
MFM Aberdeen Municipal Income Fund
-1.28%
-$1,900.86 
AGM Federal Agricultural Mortgage Corp. Class C Common Stock
-1.27%
-$5,056.65 
SSD Simpson Manufacturing Co., Inc.
-1.25%
-$13,415.22 
UNH UnitedHealth Group Inc.
-1.24%
-$5,275.27 
AMP Ameriprise Financial Inc.
-1.22%
-$6,658.79 
XBI State Street SPDR S&P Biotech ETF
-1.22%
-$2,760.2 
GS The Goldman Sachs Group, Inc.
-1.22%
-$9,017.22 
RSG Republic Services Inc.
-1.16%
-$3,158.39 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.16%
-$4,515.29 
RDVY First Trust Rising Dividend Achievers ETF
-1.12%
-$7,629.97 
ARCC Ares Capital Corp.
-1.09%
-$2,786.16 
DASH DoorDash, Inc. Class A Common Stock
-1.09%
-$3,280.48 
MAIN Main Street Capital Corporation
-1.07%
-$8,717.37 
SDY State Street SPDR S&P Dividend ETF
-1.06%
-$3,308.64 
PM Philip Morris International Inc.
-1.06%
-$2,873.71 
ITA iShares U.S. Aerospace & Defense ETF
-1.06%
-$2,075.76 
SO The Southern Company
-1.04%
-$2,698.92 
EUFN iShares MSCI Europe Financials ETF
-1.03%
-$3,594.23 
BRK-B Berkshire Hathaway Inc.
-1.01%
-$21,814.67 
BRK-A Berkshire Hathaway Inc.
-1.01%
-$16,539.76 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1%
-$4,994.11 
RIO Rio Tinto plc ADR
-0.99%
-$2,510.01 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-0.98%
-$3,491.84 
NFLX Netflix Inc.
-0.96%
-$33,855.4 
DHR Danaher Corp.
-0.95%
-$2,761.32 
FXU First Trust Utilities AlphaDEX Fund
-0.95%
-$3,867.05 
IP International Paper Co.
-0.94%
-$2,474.64 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.93%
-$3,268.49 
VPU Vanguard Utilities ETF
-0.93%
-$1,792.17 
RVT Royce Small-Cap Trust, Inc.
-0.9%
-$2,406.45 
WFC Wells Fargo & Company
-0.89%
-$3,846.52 
TSLA Tesla, Inc.
-0.89%
-$52,750.47 
NUKZ Range Nuclear Renaissance Index ETF
-0.86%
-$2,107 
PALL abrdn Physical Palladium Shares ETF
-0.86%
-$2,106.72 
BAC Bank of America Corporation
-0.86%
-$4,803.92 
RY Royal Bank of Canada
-0.85%
-$3,211.38 
VIG Vanguard Dividend Appreciation ETF
-0.84%
-$18,533.82 
XHB SPDR S&P Homebuilders ETF
-0.84%
-$1,755.45 
IAU iShares Gold Trust
-0.83%
-$1,676.25 
KEY KeyCorp
-0.82%
-$2,095.1 
TTWO Take-Two Interactive Software, Inc.
-0.81%
-$8,539.58 
GLD SPDR Gold Shares
-0.8%
-$35,463.76 
AVDV Avantis International Small Cap Value ETF
-0.8%
-$7,434.31 
SPHQ Invesco S&P 500 Quality ETF
-0.8%
-$5,801.53 
CEF Sprott Physical Gold and Silver Trust
-0.8%
-$1,651.72 
PAVE Global X U.S. Infrastructure Development ETF
-0.8%
-$2,800.42 
COWZ Pacer US Cash Cows 100 ETF
-0.78%
-$1,850.24 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.76%
-$1,765.64 
ISCF iShares International Small-Cap Equity Factor ETF
-0.75%
-$2,797.08 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.75%
-$34,472.79 
LII Lennox International Inc.
-0.75%
-$4,728.93 
IEUR iShares Core MSCI Europe ETF
-0.75%
-$17,188.6 
EFG iShares MSCI EAFE Growth ETF
-0.74%
-$80,929.2 
DUHP Dimensional US High Profitability ETF
-0.74%
-$3,055.5 
AB AllianceBernstein Holding L.P.
-0.74%
-$2,362.1 
RSP Invesco S&P 500 Equal Weight ETF
-0.73%
-$26,683.38 
ES Eversource Energy
-0.72%
-$1,755.18 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.72%
-$2,141.68 
DUK Duke Energy Corporation
-0.71%
-$2,169.48 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.71%
-$2,413.69 
REZ iShares Residential and Multisector Real Estate ETF
-0.7%
-$1,751.17 
SCHC Schwab International Small-Cap Equity ETF
-0.69%
-$3,772.1 
VTV Vanguard Morningstar Value ETF
-0.68%
-$10,130.57 
JEPI JPMorgan Equity Premium Income ETF
-0.68%
-$8,803.47 
SCHV Schwab U.S. Large-Cap Value ETF
-0.68%
-$1,463.35 
INCY Incyte Corp.
-0.67%
-$19,992.65 
DFIC Dimensional International Core Equity 2 ETF
-0.65%
-$1,414.87 
EFA iShares MSCI EAFE ETF
-0.64%
-$7,859.28 
FNDX Schwab Fundamental U.S. Large Company ETF
-0.64%
-$241,152.03 
PRF Invesco RAFI US 1000 ETF
-0.64%
-$1,389.6 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.64%
-$1,858.4 
IWD iShares Russell 1000 Value ETF
-0.64%
-$4,795.18 
VYM Vanguard High Dividend Yield ETF
-0.63%
-$3,697.7 
IEFA iShares Core MSCI EAFE ETF
-0.63%
-$37,291.6 
SPG Simon Property Group Inc.
-0.62%
-$1,573.43 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.62%
-$38,099.33 
TAK Takeda Pharmaceutical Co Ltd ADR
-0.61%
-$1,272.25 
CGUS Capital Group Core Equity ETF
-0.61%
-$1,609.74 
VBR Vanguard Small-Cap Value ETF
-0.61%
-$9,843.05 
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF
-0.6%
-$2,112.58 
AVNV Avantis All International Markets Value ETF
-0.6%
-$5,540.48 
AAPL Apple Inc.
-0.59%
-$190,459.08 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$34,911.2 
META Meta Platforms Inc Class A
-0.58%
-$48,271.77 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.57%
-$90,033.76 
MDT Medtronic plc
-0.57%
-$2,130.15 
SCHM Schwab U.S. Mid-Cap ETF
-0.56%
-$6,219.72 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.56%
-$1,239.7 
MCHP Microchip Technology Inc.
-0.56%
-$1,022.56 
DFAS Dimensional U.S. Small Cap ETF
-0.56%
-$1,511.84 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.56%
-$4,777 
VOT Vanguard Mid-Cap Growth ETF
-0.55%
-$9,627.29 
APP AppLovin Corporation Class A Common Stock
-0.55%
-$3,640.84 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
-0.55%
-$2,831.03 
XJH iShares ESG Select Screened S&P Mid-Cap ETF
-0.54%
-$1,456.97 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.54%
-$4,458.72 
GOOGL Alphabet Inc
-0.53%
-$22,204.22 
GRAB Grab Holdings Ltd. Class A
-0.53%
-$288.96 
VYMI Vanguard International High Dividend Yield ETF
-0.52%
-$3,880.8 
PGR The Progressive Corporation
-0.51%
-$5,752.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.51%
-$2,098.98 
AMZN Amazon.com Inc
-0.51%
-$89,024.46 
VB Vanguard Small-Cap ETF
-0.51%
-$31,159.32 
NPO Enpro Inc.
-0.51%
-$1,667.24 
IPAC iShares Core MSCI Pacific ETF
-0.5%
-$10,555.44 
DFAT Dimensional U.S. Targeted Value ETF
-0.5%
-$2,847.97 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.49%
-$3,015.76 
SCHF Schwab International Equity ETF
-0.48%
-$113,354.93 
CGDV Capital Group Dividend Value ETF
-0.48%
-$3,409.14 
IWS iShares Russell Mid-Cap Value ETF
-0.48%
-$6,435.53 
VEA Vanguard FTSE Developed Markets ETF
-0.48%
-$14,452.35 
EFV iShares MSCI EAFE Value ETF
-0.47%
-$12,693.96 
VT Vanguard Total World Stock ETF
-0.47%
-$7,355.48 
NOC Northrop Grumman Corporation
-0.47%
-$5,096.31 
DIS The Walt Disney Company
-0.46%
-$1,825.42 
IWO iShares Russell 2000 Growth ETF
-0.46%
-$1,033.6 
DFUV Dimensional US Marketwide Value ETF
-0.46%
-$3,794.44 
DKNG DraftKings Inc. Class A Common Stock
-0.45%
-$3,272.56 
PPA Invesco Aerospace & Defense ETF
-0.44%
-$1,854.3 
IDMO Invesco S&P International Developed Momentum ETF
-0.44%
-$1,737.83 
VOO Vanguard S&P 500 ETF
-0.43%
-$30,913.54 
IVV iShares Core S&P 500 ETF
-0.43%
-$83,289.53 
SCHA Schwab U.S. Small-Cap ETF
-0.43%
-$2,118.48 
IWR iShares Russell Mid-Cap ETF
-0.43%
-$2,117.35 
SPY State Street SPDR S&P 500 ETF Trust
-0.42%
-$158,262 
IJR iShares Core S&P Small-Cap ETF
-0.42%
-$87,535.56 
ARIS Aris Mining Corporation
-0.41%
-$2,346.3 
SMCI Super Micro Computer Inc.
-0.41%
-$1,495.2 
GOOG Alphabet Inc
-0.41%
-$34,789.66 
VTWO Vanguard Russell 2000 ETF
-0.41%
-$5,796 
VV Vanguard Morningstar Large-Cap ETF
-0.4%
-$3,294.4 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$149,233.48 
LIN Linde plc
-0.4%
-$4,426.12 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.4%
-$887.62 
VTI Vanguard Total Stock Market ETF
-0.4%
-$39,201.9 
DFUS Dimensional U.S. Equity Market ETF
-0.39%
-$3,599.05 
STT State Street Corporation Common Stock
-0.39%
-$836.55 
IWM iShares Russell 2000 ETF
-0.39%
-$6,534.55 
ESGU iShares ESG Aware MSCI USA ETF
-0.38%
-$1,347.64 
VXUS Vanguard Total International Stock ETF
-0.37%
-$10,061.05 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.37%
-$6,421.8 
FRT Federal Realty Investment Trust
-0.37%
-$3,498.8 
VSGX Vanguard ESG International Stock ETF
-0.37%
-$961.06 
NEE NextEra Energy Inc.
-0.37%
-$5,820.9 
MAGS Roundhill Magnificent Seven Fund
-0.36%
-$2,692.8 
GPIX Goldman Sachs S&P 500 Premium Income ETF
-0.36%
-$1,305.6 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.36%
-$10,053.3 
CWI State Street SPDR MSCI ACWI ex-US ETF
-0.34%
-$1,875.69 
VBK Vanguard Small-Cap Growth ETF
-0.34%
-$5,491.12 
IWN iShares Russell 2000 Value ETF
-0.33%
-$756.7 
DFSV Dimensional US Small Cap Value ETF
-0.32%
-$1,356.62 
IVW iShares S&P 500 Growth ETF
-0.32%
-$5,140.08 
FEX First Trust Large Cap Core AlphaDEX Fund
-0.31%
-$1,700.4 
SE Sea Limited Sponsored ADR
-0.3%
-$2,275.16 
DFIV Dimensional International Value ETF
-0.29%
-$908.16 
FXZ First Trust Materials AlphaDEX Fund
-0.28%
-$1,050 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.28%
-$768.52 
VUG Vanguard Morningstar Growth ETF
-0.28%
-$3,910.69 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.28%
-$2,927.56 
DLR Digital Realty Trust Inc.
-0.27%
-$2,892.43 
BUFR FT Vest Laddered Buffer ETF
-0.25%
-$720.76 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.25%
-$4,783.8 
XLRE State Street Real Estate Select Sector SPDR ETF
-0.23%
-$540.1 
AVUV Avantis U.S. Small Cap Value ETF
-0.23%
-$1,128.68 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.23%
-$82,707.85 
IWF iShares Russell 1000 Growth ETF
-0.23%
-$5,070.79 
FAD First Trust Multi Cap Growth AlphaDEX Fund
-0.21%
-$915.08 
IWY iShares Russell Top 200 Growth ETF
-0.21%
-$6,900.6 
GD General Dynamics Corp.
-0.21%
-$1,804.86 
LVHI Franklin International Low Volatility High Dividend Index ETF
-0.2%
-$881.47 
CGGR Capital Group Growth ETF
-0.2%
-$1,487.07 
VWO Vanguard FTSE Emerging Markets ETF
-0.19%
-$1,939.52 
SPEM SPDR Portfolio Emerging Markets ETF
-0.19%
-$627 
SCHE Schwab Emerging Markets Equity ETF
-0.19%
-$2,031.18 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.18%
-$707.68 
MGK Vanguard Mega Cap Growth ETF
-0.18%
-$1,087.19 
ETN Eaton Corporation plc
-0.17%
-$3,697.22 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.17%
-$17,321.64 
NVDA NVIDIA Corporation
-0.16%
-$86,558.3 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.16%
-$911.74 
SPHY SPDR Portfolio High Yield Bond ETF
-0.16%
-$387.31 
VONG Vanguard Russell 1000 Growth ETF
-0.15%
-$2,341.75 
BND Vanguard Total Bond Market ETF
-0.15%
-$970.25 
XMMO Invesco S&P MidCap Momentum ETF
-0.14%
-$4,238.52 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$9,503.42 
CFR Cullen/Frost Bankers, Inc.
-0.12%
-$1,646.64 
AVXC Avantis Emerging Markets ex-China Equity ETF
-0.12%
-$1,163.54 
IUSB iShares Core Universal USD Bond ETF
-0.11%
-$664.65 
BINC iShares Flexible Income Active ETF
-0.11%
-$1,346.79 
CFG Citizens Financial Group Inc.
-0.11%
-$1,300.74 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$916.59 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
-0.1%
-$1,011.02 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$309.7 
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
-0.1%
-$685.28 
DE Deere & Company
-0.09%
-$2,243.52 
EMXF iShares ESG Advanced MSCI EM ETF
-0.07%
-$159.34 
IWP iShares Russell Mid-Cap Growth ETF
-0.06%
-$549.52 
GILD Gilead Sciences Inc.
-0.06%
-$303.21 
XSMO Invesco S&P SmallCap Momentum ETF
-0.06%
-$1,593.22 
JPIE JPMorgan Income ETF
-0.04%
-$520.58 
RVNU Xtrackers Municipal Infrastructure Revenue Bond Active ETF
-0.04%
-$99.16 
ARKK ARK Innovation ETF
-0.02%
-$58.28 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
-0.02%
-$100.08 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$78.28 
PSX Phillips 66
-0.02%
-$121.65 
MBB iShares MBS ETF
-0.01%
-$24.34 Events
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Dividends
Dividend Analysis
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| Trades 3750 | Longs Won 2340/3750 62% | Profit Factor 7.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $763,964.85 |
| Average Win $135,622 | Best Trade (Oct 21) $36.42M | Sharpe Ratio -9.59 |
| Average Loss -$29,197.02 | Worst Trade (Oct 16) -$1.39M | Z-Score 5.11 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 4d | Expectancy $73,650.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 92,232 | $16.36M | $31.93M | - | $15.57M | 95.19% | -0.593% |
| AB AllianceBernstein Holding L.P. | 9,085 | $344,296.05 | $316,793.95 | - | -$27,502.1 | -7.99% | -0.74% |
| ABAT American Battery Technology Company | 15,616 | $30,745.77 | $21,003.52 | - | -$9,742.25 | -31.69% | -3.237% |
| ABBV AbbVie Inc. | 16,124 | $3.33M | $4.61M | - | $1.29M | 38.71% | +0.316% |
| ABT Abbott Laboratories | 7,532 | $819,602.24 | $778,582.84 | - | -$41,019.4 | -5% | +0.839% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 23,352 | $1.37M | $1.71M | - | $347,183.45 | 25.41% | -0.373% |
| AEM Agnico Eagle Mines Limited | 5,650 | $1.15M | $980,162 | - | -$166,675 | -14.53% | -1.516% |
| AGG iShares Core U.S. Aggregate Bond ETF | 81,785 | $8.12M | $7.85M | - | -$266,217.32 | -3.28% | -0.121% |
| AGM Federal Agricultural Mortgage Corp. Class C Common Stock | 1,983 | $390,354.7 | $394,359.21 | - | $4,004.51 | 1.03% | -1.266% |
| AIQ Global X Artificial Intelligence & Technology ETF | 4,703 | $308,564 | $293,232.05 | - | -$15,331.95 | -4.97% | +0.451% |
| AKAM Akamai Technologies, Inc. | 4,617 | $409,303.66 | $430,073.55 | - | $20,769.89 | 5.07% | +2.217% |
| ALAB Astera Labs, Inc. | 11,082 | $1.63M | $2.88M | - | $1.25M | 77.14% | +0.846% |
| ALL The Allstate Corporation | 5,199 | $1.24M | $1.32M | - | $85,596.57 | 6.92% | -1.802% |
| ALLY Ally Financial Inc. | 7,025 | $316,086.02 | $272,008 | - | -$44,078.02 | -13.94% | -1.501% |
| AMAT Applied Materials Inc. | 2,763 | $859,990.16 | $1.05M | - | $188,870.89 | 21.96% | +1.073% |
| AMD Advanced Micro Devices Inc. | 3,516 | $602,674.59 | $1.82M | - | $1.21M | 201.53% | +1.756% |
| AMGN Amgen Inc. Common Stock | 1,159 | $392,650.05 | $511,188.54 | - | $118,538.49 | 30.19% | -1.391% |
| AMP Ameriprise Financial Inc. | 1,097 | $487,607.32 | $538,363.72 | - | $50,756.4 | 10.41% | -1.222% |
| AMZN Amazon.com Inc | 70,098 | $11.32M | $17.46M | - | $6.15M | 54.31% | -0.507% |
| ANET Arista Networks Inc. | 25,709 | $3.11M | $4.44M | - | $1.33M | 42.58% | +0.9% |
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FAQ
Which stocks have generated the highest profits for Belena Vincetti?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR S&P 500 ETF Trust - $8.32M, Tesla, Inc - $3.15M, Advanced Micro Devices Inc - $2.47M, Marvell Technology Inc - $2.2M, and NVIDIA Corporation - $2.12M. 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: lululemon athletica inc - $1.09M, MongoDB, Inc. Class A Common Stock - $557,612.3, Regeneron Pharmaceuticals, Inc - $457,986.13, Elevance Health, Inc - $384,930.68, and IonQ, Inc - $330,222.41. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Belena Vincetti's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.18M earned over time. The largest contributors to dividend income include State Street SPDR Bloomberg 1-3 Month T-Bill ETF - $1.87M, State Street SPDR S&P 500 ETF Trust - $1.41M, Schwab Fundamental U.S. Large Company ETF - $854,411.1, Schwab International Equity ETF - $792,467.74, and Schwab U.S. Large-Cap ETF - $606,331.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Belena Vincetti's monthly returns?
Belena Vincetti'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 Belena Vincetti's strategy be considered aggressive or moderate?
Belena Vincetti'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 Belena Vincetti's strategy?
Belena Vincetti'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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