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:
119.98%
Gain -0.52%
Monthly
2.2%
Yearly
29.78%
Drawdown
25.95%
$901.41M
Equity
Holdings
$901.41M
Investment
$670.57M
$286.53M
Profit -$2.48M
Realized
$55.69M
Unrealized
$230.84M
Dividends
$19.67M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$2.48M
Win %
71%
This Week
Compared To Last Week
Gain
-1.33%
Profit
-$12.16M
Win %
71%
This Month
Compared to last month
Gain
-0.9%
Profit
-$8.22M
Win %
71%
This Year
Compared to last year
Gain
1.38%
Profit
$12.6M
Win %
70%
RDDT Reddit Inc Class A
+6.09%
+$54,701.32 
MDB MongoDB Inc.
+4.32%
+$41,977.9 
SNAP Snap Inc.
+4.14%
+$9,617.3 
AAPL Apple Inc.
+3.58%
+$1.04M 
APP AppLovin Corporation Class A Common Stock
+3.06%
+$23,533.96 
TTWO Take-Two Interactive Software, Inc.
+2.76%
+$29,495.76 
OSCR Oscar Health, Inc.
+2.47%
+$33,352.29 
PM Philip Morris International Inc.
+2.21%
+$5,532.05 
TPR Tapestry Inc.
+1.93%
+$5,476.52 
DASH DoorDash, Inc.
+1.92%
+$6,146.84 
T AT&T Inc.
+1.67%
+$7,976.64 
ABBV AbbVie Inc.
+1.62%
+$65,705.3 
DIS The Walt Disney Company
+1.56%
+$5,667.51 
MO Altria Group, Inc.
+1.35%
+$8,494.36 
TGTX TG Therapeutics, Inc.
+1.35%
+$37,532.06 
RNR Renaissancere Holdings Ltd.
+1.23%
+$22,811.62 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.17%
+$3,804.2 
SEZL Sezzle Inc.
+1.08%
+$11,546.84 
LMT Lockheed Martin Corporation
+1.07%
+$5,468.24 
FTNT Fortinet Inc.
+1.04%
+$3,507.76 
AON Aon plc
+1.02%
+$4,330.7 
PANW Palo Alto Networks, Inc.
+1%
+$6,298.62 
KR Kroger Co.
+0.92%
+$3,446.04 
RBLX Roblox Corporation
+0.81%
+$5,988.24 
ALLY Ally Financial Inc.
+0.79%
+$2,318.25 
MRNA Moderna, Inc.
+0.74%
+$29,722.28 
NOC Northrop Grumman Corporation
+0.68%
+$6,900.84 
XOM Exxon Mobil Corporation
+0.63%
+$23,913.76 
GOOG Alphabet Inc
+0.62%
+$53,370.9 
GOOGL Alphabet Inc
+0.59%
+$25,394.85 
MNST Monster Beverage Corporation
+0.58%
+$11,148.5 
PCAR PACCAR Inc.
+0.57%
+$1,595.28 
KRE SPDR S&P Regional Banking ETF
+0.5%
+$1,045.62 
CRWD CrowdStrike Holdings, Inc.
+0.5%
+$16,007.68 
CFR Cullen/Frost Bankers Inc.
+0.47%
+$6,586.92 
VZ Verizon Communications Inc.
+0.44%
+$1,983.96 
GD General Dynamics Corporation
+0.42%
+$3,609.7 
CFG Citizens Financial Group, Inc.
+0.4%
+$5,110.05 
SHEL Shell plc
+0.39%
+$974.58 
UNP Union Pacific Corporation
+0.39%
+$1,097.8 
PGR Progressive Corporation
+0.35%
+$3,656.25 
KO The Coca-Cola Company
+0.33%
+$1,328.38 
AMP Ameriprise Financial, Inc.
+0.32%
+$1,919.75 
KIE SPDR S&P Insurance ETF
+0.27%
+$1,169.76 
PG Procter & Gamble Co
+0.26%
+$9,675.5 
TJX The TJX Companies, Inc.
+0.24%
+$1,537.8 
HUM Humana Inc.
+0.24%
+$3,743 
QCOM QUALCOMM Incorporated
+0.23%
+$1,756.07 
ILF iShares Latin America 40 ETF
+0.17%
+$558.36 
MSFT Microsoft Corp.
+0.16%
+$36,787.14 
BRK-A Berkshire Hathaway Inc.
+0.16%
+$2,380.02 
DKNG DraftKings Inc.
+0.15%
+$1,205.68 
DE Deere & Company
+0.13%
+$3,424.32 
CDNS Cadence Design Systems, Inc.
+0.12%
+$1,095.15 
SPG Simon Property Group, Inc.
+0.1%
+$250.32 
ARCC Ares Capital Corporation
+0.1%
+$271.82 
VEEV Veeva Systems Inc.
+0.08%
+$502.74 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$1,578 
NOW ServiceNow, Inc.
+0.05%
+$502.39 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$141.68 
AGM Federal Agricultural Mortgage Corporation
+0.02%
+$79.32 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,012.98 
NFLX Netflix, Inc.
0%
+$0.05 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WALD Waldencast plc
0%
$0 MFSI
MFSI
0%
$0 KHPI
KHPI
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$1.53M 
SCCO Southern Copper Corporation
-7.21%
-$74,751.94 
BKR Baker Hughes Company
-6.66%
-$61,200.16 
FCX Freeport-McMoRan Inc.
-6.57%
-$111,146.04 
CRWV CoreWeave, Inc.
-6.13%
-$63,548.58 
CMPX Compass Therapeutics Inc.
-5.96%
-$1,693.25 
LRCX Lam Research Corporation
-5.64%
-$51,243.42 
INTC Intel Corporation
-5.57%
-$41,984.64 
PALL abrdn Physical Palladium Shares ETF
-5.45%
-$17,109.12 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.33%
-$177,422.82 
SLV iShares Silver Trust
-5.32%
-$163,890.2 
BHP BHP Group Ltd.
-5.3%
-$18,420.63 
ORCL Oracle Corporation
-5.29%
-$59,149.27 
NBIS Nebius Group N.V.
-5.09%
-$78,140.16 
KLRS Kalaris Therapeutics, Inc.
-4.9%
-$6,800 
MU Micron Technology, Inc.
-4.6%
-$124,209.85 
CRDO Credo Technology Group Holding Ltd.
-4.53%
-$98,998.49 
ABAT American Battery Technology Company
-4.48%
-$1,873.92 
CAVA Cava Group Inc.
-4.45%
-$27,413.5 
WDC Western Digital Corporation
-4.42%
-$26,369.4 
RIO Rio Tinto Plc Sponsored ADR
-4.21%
-$13,136.22 
SNDK SanDisk Corporation
-4.09%
-$36,187.25 
ASTS AST SpaceMobile, Inc.
-4.02%
-$40,122.35 
SMCI Super Micro Computer Inc
-3.98%
-$16,554 
ENTG Entegris, Inc.
-3.94%
-$38,886.41 
SQM Quimica y Minera Chilena S.A. ADR
-3.94%
-$27,923.94 
ARM Arm Holdings plc American Depositary Receipt
-3.8%
-$42,541.65 
WPM Wheaton Precious Metals Corp.
-3.75%
-$24,689.22 
TEX Terex Corporation
-3.72%
-$36,933.4 
GALT Galectin Therapeutics Inc.
-3.7%
-$2,120.85 
ARIS Aris Water Solutions Inc.
-3.6%
-$26,170.33 
MRVL Marvell Technology, Inc.
-3.46%
-$37,007.73 
GDX VanEck Gold Miners ETF
-3.44%
-$55,106.46 
IONQ IonQ, Inc.
-3.4%
-$5,413.1 
WFRD Weatherford International plc
-3.37%
-$32,938.6 
AMD Advanced Micro Devices, Inc.
-3.36%
-$61,512.42 
EEMO Invesco S&P Emerging Markets Momentum ETF
-3.35%
-$23,460.84 
AKAM Akamai Technologies Inc.
-3.21%
-$16,436.52 
AMAT Applied Materials, Inc.
-3.19%
-$41,306.88 
CDE Coeur Mining, Inc.
-3.17%
-$23,708.58 
GLW Corning Incorporated
-3.15%
-$6,090.57 
CHAT Roundhill Generative AI & Technology ETF
-3%
-$8,534.7 
AEM Agnico Eagle Mines Limited
-2.92%
-$33,448 
GEV GE Vernova Inc.
-2.9%
-$10,956.94 
BX Blackstone Inc.
-2.86%
-$26,326.92 
BB BlackBerry Ltd.
-2.77%
-$2,967 
SOXX iShares Semiconductor ETF
-2.77%
-$10,083.21 
NLY Annaly Capital Management, Inc.
-2.68%
-$6,405.14 
CRD-A Crawford & Company
-2.66%
-$3,722.32 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.57%
-$135,897.04 
CLS Celestica Inc.
-2.56%
-$64,278.9 
IAUX I-80 Gold Corp.
-2.54%
-$697.73 
IBM International Business Machines Corporation
-2.46%
-$39,459.2 
ASML ASML Holding N.V. New York Registry Shares
-2.45%
-$6,062.49 
SMH VanEck Semiconductor ETF
-2.44%
-$8,321.94 
CEF Sprott Physical Gold and Silver Trust
-2.4%
-$5,735.88 
SSD Simpson Manufacturing Co., Inc.
-2.4%
-$24,307.92 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.37%
-$326,058.54 
NVDA NVIDIA Corporation
-2.36%
-$1.36M 
APO Apollo Global Management, Inc.
-2.35%
-$36,565.76 
NPO EnPro Industries Inc.
-2.35%
-$8,731.45 
FXZ First Trust Materials AlphaDEX Fund
-2.32%
-$9,950 
XHB SPDR S&P Homebuilders ETF
-2.31%
-$4,843.35 
AMGN Amgen Inc.
-2.28%
-$10,355.65 
XCEM Columbia EM Core ex-China ETF
-2.25%
-$41,736.6 
NUKZ Range Nuclear Renaissance ETF
-2.22%
-$6,321 
PLTR Palantir Technologies Inc.
-2.18%
-$187,990.74 
INCY Incyte Corporation
-2.17%
-$69,404.79 
DHR Danaher Corporation
-2.11%
-$5,440.86 
STRL Sterling Infrastructure, Inc.
-2.08%
-$4,414.41 
ES Eversource Energy
-2.04%
-$5,158.08 
ANET Arista Networks, Inc.
-2.03%
-$100,907.82 
NEM Newmont Corporation
-2.01%
-$20,585.4 
IEMG iShares Core MSCI Emerging Markets ETF
-2.01%
-$11,242.6 
MCHP Microchip Technology Incorporated
-1.96%
-$3,523.52 
XMMO Invesco S&P MidCap Momentum ETF
-1.96%
-$65,425.14 
DLR Digital Realty Trust, Inc.
-1.94%
-$23,330.2 
SPMO Invesco S&P 500 Momentum ETF
-1.91%
-$66,073.14 
MRK Merck & Co., Inc.
-1.91%
-$14,100.58 
INV Innventure Inc.
-1.91%
-$2,188.26 
COLL Collegium Pharmaceutical Inc.
-1.88%
-$12,085.48 
LQDA Liquidia Corporation
-1.84%
-$3,205.48 
CSCO Cisco Systems, Inc.
-1.83%
-$26,628 
SLB Schlumberger Limited
-1.82%
-$12,135.75 
ILMN Illumina, Inc.
-1.82%
-$35,908.71 
AVXC Avantis Emerging Markets Ex China ETF
-1.81%
-$19,847.87 
ARKK ARK Innovation ETF Fund
-1.8%
-$4,429.28 
COF Capital One Financial Corporation
-1.79%
-$6,122.48 
ABT Abbott Laboratories
-1.77%
-$14,009.52 
GLD SPDR Gold Shares
-1.73%
-$83,687.4 
EMXF iShares ESG Aware MSCI EM ETF
-1.73%
-$4,169.28 
MPC Marathon Petroleum Corporation
-1.73%
-$5,471.7 
IAU iShares Gold Trust
-1.72%
-$3,821.85 
WSM Williams-Sonoma, Inc.
-1.7%
-$12,763.26 
HOOD Robinhood Markets, Inc.
-1.69%
-$56,823 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.69%
-$5,012.72 
Q Qnity Electronics Inc.
-1.68%
-$4,551.27 
AIQ Global X Artificial Intelligence & Technology ETF
-1.61%
-$4,844.09 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.6%
-$4,849.42 
FIX Comfort Systems USA, Inc.
-1.6%
-$3,880.5 
XBI SPDR S&P Biotech ETF
-1.59%
-$3,789.68 
AVNV Avantis All International Markets Value ETF
-1.58%
-$15,549.84 
DDOG Datadog, Inc. Class A Common Stock
-1.57%
-$21,640.02 
PH Parker-Hannifin Corporation
-1.56%
-$9,603.36 
VWO Vanguard FTSE Emerging Markets ETF
-1.54%
-$16,574.08 
SPEM SPDR Portfolio Emerging Markets ETF
-1.54%
-$5,379 
MFM MFS Municipal Income Trust
-1.54%
-$2,339.52 
HD The Home Depot, Inc.
-1.53%
-$29,212.12 
QTUM Defiance Quantum ETF
-1.49%
-$8,159.8 
PAVE Global X U.S. Infrastructure Development ETF
-1.48%
-$5,398.4 
SCHC Schwab International Small-Cap Equity ETF
-1.47%
-$8,445 
ETN Eaton Corporation plc
-1.46%
-$34,950.85 
VBK Vanguard Small-Cap Growth ETF
-1.45%
-$24,258.52 
RVT Royce Small-Cap Trust, Inc.
-1.43%
-$4,171.18 
META Meta Platforms Inc Class A
-1.42%
-$119,279.72 
SCHE Schwab Emerging Markets Equity ETF
-1.42%
-$16,561.97 
GBTC Grayscale Bitcoin Trust ETF
-1.41%
-$3,876.85 
XLK State Street Technology Select Sector SPDR ETF
-1.39%
-$66,708.99 
IWO iShares Russell 2000 Growth ETF
-1.36%
-$3,249.39 
SCHA Schwab U.S. Small-Cap ETF
-1.35%
-$6,960.69 
FAD First Trust Multi Cap Growth Fund
-1.34%
-$6,014.75 
CAT Caterpillar Inc.
-1.33%
-$5,176.74 
PFGC Performance Food Group Co.
-1.32%
-$34,910.82 
DOCN DigitalOcean Holdings Inc.
-1.3%
-$10,232.28 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$36,674.15 
IWP iShares Russell Mid-Cap Growth ETF
-1.29%
-$11,507.7 
SCHM Schwab U.S. Mid-Cap ETF
-1.26%
-$14,193.72 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.25%
-$22,651.44 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-1.24%
-$4,540.45 
NXT Nextracker Inc.
-1.24%
-$8,408.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$39,415.5 
MS Morgan Stanley
-1.23%
-$37,410.19 
VIK Viking Holdings Ltd
-1.23%
-$14,023.9 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.23%
-$27,086.4 
IDMO Invesco S&P International Developed Momentum ETF
-1.22%
-$5,247.55 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.22%
-$5,925.37 
UNH UnitedHealth Group Incorporated
-1.22%
-$4,804.8 
VRTX Vertex Pharmaceuticals Incorporated
-1.22%
-$15,060.48 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.19%
-$4,409.16 
VSGX Vanguard ESG International Stock ETF
-1.19%
-$3,280.86 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$3,608.29 
EFG iShares MSCI EAFE Growth ETF
-1.18%
-$132,889.42 
VOT Vanguard Mid-Cap Growth ETF
-1.16%
-$20,833.82 
SCHF Schwab International Equity ETF
-1.15%
-$283,387.33 
ARKW ARK Next Generation Internet ETF
-1.15%
-$3,837.76 
TSLA Tesla, Inc.
-1.13%
-$66,069.12 
TGT Target Corporation
-1.12%
-$14,129.91 
IHI iShares U.S. Medical Devices ETF
-1.12%
-$5,137.05 
LIN Linde plc
-1.09%
-$11,070.73 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-1.09%
-$7,880.72 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.06%
-$2,402.51 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$491,811.47 
CGGR Capital Group Growth ETF
-1.06%
-$8,178.89 
VPU Vanguard Utilities ETF
-1.05%
-$2,037.75 
IP International Paper Company
-1.04%
-$2,828.95 
CWI SPDR MSCI ACWI ex-US ETF
-1.04%
-$5,974.42 
VB Vanguard Small-Cap ETF
-1.04%
-$65,093.01 
IWY iShares Russell Top 200 Growth ETF
-1.03%
-$34,158.09 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
-1.03%
-$3,983.72 
AZO AutoZone Inc.
-1.03%
-$3,745 
VGT Vanguard Information Technology ETF
-1.03%
-$17,333.96 
BMY Bristol-Myers Squibb Company
-1.02%
-$9,104.7 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.01%
-$3,858.88 
NET Cloudflare Inc.
-1.01%
-$42,674.54 
AVGO Broadcom Inc.
-1.01%
-$22,702.62 
VONG Vanguard Russell 1000 Growth Fund
-1.01%
-$15,652.75 
IWM iShares Russell 2000 ETF
-1%
-$17,771.43 
CIEN Ciena Corporation
-1%
-$8,748.52 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-1%
-$2,379.84 
VTWO Vanguard Russell 2000 ETF
-1%
-$14,742 
GRAB Grab Holdings Limited
-0.99%
-$577.92 
AVDV Avantis International Small Cap Value ETF
-0.98%
-$9,677.8 
IWF iShares Russell 1000 Growth ETF
-0.97%
-$22,349.39 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
-0.97%
-$4,503.6 
DAVE Dave Inc. Class A Common Stock
-0.97%
-$10,140.77 
SKYY First Trust Cloud Computing ETF
-0.97%
-$4,034.61 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.97%
-$2,105.28 
SCHV Schwab U.S. Large-Cap Value ETF
-0.96%
-$2,054.91 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$58,322.24 
MAIN Main Street Capital Corporation
-0.95%
-$8,041.05 
BMOP BNY Mellon Municipal Opportunities ETF
-0.95%
-$3,789.94 
SE Sea Ltd.
-0.95%
-$10,188.76 
MMM 3M Company
-0.94%
-$3,761.83 
FEX First Trust Large Cap Core Fund A
-0.93%
-$5,093.6 
VO Vanguard Mid-Cap ETF
-0.91%
-$143,279.54 
IWR iShares Russell Mid-Cap ETF
-0.91%
-$4,505 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$55,475.1 
TXT Textron Inc.
-0.89%
-$10,679.11 
DFIC Dimensional International Core Equity Market ETF
-0.89%
-$1,992.37 
GS The Goldman Sachs Group, Inc.
-0.88%
-$7,530.32 
IEUR iShares Core MSCI Europe ETF
-0.88%
-$20,938.84 
BLK BlackRock, Inc.
-0.87%
-$9,894.75 
XLRE The Real Estate Select Sector SPDR Fund
-0.86%
-$2,025.37 
VT Vanguard Total World Stock ETF
-0.86%
-$13,904.88 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$184,052.28 
DUK Duke Energy Corporation
-0.85%
-$2,484.6 
IPAC iShares Core MSCI Pacific ETF
-0.85%
-$18,346.36 
RDVY First Trust Rising Dividend Achievers ETF
-0.85%
-$5,872.51 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$16,264.92 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.84%
-$2,945.52 
DUHP Dimensional US High Profitability ETF
-0.84%
-$3,395 
EFA iShares MSCI EAFE ETF
-0.83%
-$10,598.12 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$6,104.6 
PSX Phillips 66
-0.83%
-$5,267.44 
LII Lennox International Inc.
-0.82%
-$5,163.39 
XSMO Invesco S&P SmallCap Momentum ETF
-0.82%
-$24,429.45 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.81%
-$3,259.64 
CGUS Capital Group Core Equity ETF
-0.81%
-$2,146.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$13,083.84 
MBB iShares MBS ETF
-0.8%
-$3,602.32 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.8%
-$39,785.18 
FXU First Trust Utilities AlphaDEX Fund
-0.79%
-$3,144.64 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.79%
-$2,447.64 
BABA Alibaba Group Holding Limited SP ADR
-0.78%
-$4,284.85 
GPC Genuine Parts Company
-0.77%
-$2,808.03 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.76%
-$2,103.53 
IWS iShares Russell Mid-Cap Value ETF
-0.75%
-$9,931.25 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.74%
-$3,868.14 
CGDV Capital Group Dividend Value ETF
-0.74%
-$5,295.06 
MUB iShares National Muni Bond ETF
-0.73%
-$62,468.2 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$2,027.24 
VTV Vanguard Value ETF
-0.72%
-$10,622.34 
BA Boeing Company
-0.72%
-$9,024.93 
PFF iShares Preferred and Income Securities ETF
-0.7%
-$6,416.13 
BXSL Blackstone Secured Lending Fund
-0.7%
-$9,238.48 
VOE Vanguard Mid-Cap Value ETF
-0.69%
-$5,672.93 
SOFI SoFi Technologies, Inc.
-0.69%
-$7,326.12 
NAT Nordic American Tankers Ltd.
-0.69%
-$589.05 
DFUV Dimensional US Marketwide Value ETF
-0.69%
-$5,691.66 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.68%
-$7,069.04 
ALL Allstate Corporation
-0.68%
-$8,994.27 
IWN iShares Russell 2000 Value ETF
-0.68%
-$1,621.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$24,501.72 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$10,914.48 
DFUS Dimensional U.S. Equity Market ETF
-0.66%
-$6,090.7 
SO The Southern Company
-0.66%
-$1,597.32 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$4,318.36 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.66%
-$40,312.5 
LTH Life Time Group Holdings Inc.
-0.65%
-$1,437.75 
ESGU iShares ESG Aware MSCI USA ETF
-0.65%
-$2,301.48 
RSG Republic Services, Inc.
-0.64%
-$1,613.04 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.64%
-$1,432.2 
IUSB iShares Core Universal USD Bond ETF
-0.63%
-$3,788.51 
AGG iShares Core U.S. Aggregate Bond ETF
-0.63%
-$49,888.85 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.62%
-$2,416.54 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.62%
-$5,350.24 
EUFN iShares MSCI Europe Financials ETF
-0.62%
-$2,396.16 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$60,644.55 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.6%
-$6,066.15 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$223,849.6 
VOO Vanguard S&P 500 ETF
-0.6%
-$42,297.42 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$220,593.85 
FTNJ Franklin New Jersey Municipal Income ETF
-0.59%
-$630 
IVV iShares Core S&P 500 ETF
-0.59%
-$113,987.79 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$3,632.62 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$4,583.04 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$4,744.4 
GILD Gilead Sciences Inc.
-0.57%
-$2,813.08 
BNDX Vanguard Total International Bond ETF
-0.57%
-$3,349.08 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.57%
-$1,613.69 
HUBB Hubbell Inc.
-0.56%
-$7,949.01 
DFAT Dimensional US Targeted Value ETF
-0.55%
-$3,219.45 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$3,231 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.55%
-$1,017.8 
GPIX S&P 500 Core Premium Income Fund
-0.54%
-$1,958.4 
ITA iShares U.S. Aerospace & Defense ETF
-0.54%
-$1,129.17 
WBS Webster Financial Corporation
-0.51%
-$2,514 
PPH VanEck Pharmaceutical ETF
-0.51%
-$2,649.36 
SDY SPDR S&P Dividend ETF
-0.51%
-$1,522.56 
PFE Pfizer Inc.
-0.5%
-$3,011.54 
MGK Vanguard Mega Cap Growth ETF
-0.5%
-$3,057.75 
VUG Vanguard Growth ETF
-0.5%
-$7,023.28 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$6,320.44 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$1,121.42 
IVZ Invesco Ltd.
-0.48%
-$1,923.86 
CVX Chevron Corporation
-0.48%
-$5,918.38 
DFIV Dimensional International Value ETF
-0.48%
-$1,541.12 
PRF Invesco FTSE RAFI US 1000 ETF
-0.47%
-$1,022.9 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$165,620.96 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.46%
-$2,735.28 
SPHY SPDR Portfolio High Yield Bond ETF
-0.45%
-$1,161.93 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$9,761.75 
LVHI Franklin International Low Volatility High Dividend ETF
-0.45%
-$1,968.02 
DECK Deckers Outdoor Corporation
-0.45%
-$3,701.52 
BINC iShares Flexible Income Active ETF
-0.45%
-$5,632.01 
SCHP Schwab U.S. TIPS ETF
-0.43%
-$9,300.28 
DFSV Dimensional US Small Cap Value ETF
-0.42%
-$1,790.74 
RY Royal Bank of Canada
-0.41%
-$1,586.91 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.41%
-$1,300.74 
GE General Electric Company
-0.4%
-$7,598.06 
AVUV Avantis U.S. Small Cap Value ETF
-0.4%
-$2,015.5 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.4%
-$149,284.59 
MA Mastercard Incorporated
-0.39%
-$4,574.91 
PGHY Invesco Global ex-US High Yield Corporate Bond ETF
-0.38%
-$5,167.27 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.36%
-$1,570.06 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$792.96 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$9,606.24 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.34%
-$1,132.48 
SWZ Total Return Securities Fund
-0.34%
-$289.16 
AXP American Express Company
-0.33%
-$6,553.69 
CTVA Corteva Inc.
-0.33%
-$2,409.68 
FRT Federal Realty Investment Trust
-0.33%
-$3,282.82 
JPM JPMorgan Chase & Co.
-0.33%
-$11,571 
REZ iShares Residential and Multisector Real Estate ETF
-0.33%
-$814.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$1,282.71 
BUFR FT Vestladder Buffer ETF-USD I
-0.32%
-$910.44 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$18,808.53 
XLF Financial Select Sector SPDR Fund
-0.31%
-$2,187.34 
MDT Medtronic plc
-0.29%
-$1,045.71 
IWD iShares Russell 1000 Value ETF
-0.28%
-$2,113.37 
JPIE JPMorgan Income ETF
-0.28%
-$3,383.77 
STT State Street Corp
-0.27%
-$675.67 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.27%
-$1,017.58 
JNJ Johnson & Johnson
-0.27%
-$3,173.7 
WFC Wells Fargo & Company
-0.25%
-$1,169.55 
HLT Hilton Worldwide Holdings Inc.
-0.24%
-$3,546.34 
NEE NextEra Energy, Inc.
-0.23%
-$3,686.57 
SUB iShares Short-Term National Muni Bond ETF
-0.22%
-$2,797.26 
PEMX Putnam Emerging Markets ex-China ETF
-0.21%
-$510.43 
CDX Simplify High Yield ETF
-0.18%
-$819.48 
BBAI BigBear.ai Holdings Inc.
-0.18%
-$56.94 
MCD McDonald's Corporation
-0.18%
-$2,976.61 
AMZN Amazon.com Inc
-0.17%
-$30,842.42 
MAGS Roundhill Magnificent Seven Fund
-0.17%
-$1,267.2 
BAC Bank of America Corporation
-0.15%
-$1,037.21 
SHOP Shopify Inc.
-0.15%
-$450.87 
SU Suncor Energy Inc.
-0.14%
-$1,249.96 
AB AllianceBernstein Holding L.P.
-0.14%
-$454.25 
LLY Eli Lilly and Company
-0.13%
-$5,544.27 
OKE ONEOK, Inc.
-0.1%
-$282.3 
SKWD Skyward Specialty Insurance Group, Inc.
-0.09%
-$879.35 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.09%
-$297.13 
VNLA Janus Henderson Short Duration Income ETF
-0.08%
-$345.68 
WMT Walmart Inc.
-0.08%
-$1,092.24 
GSY Invesco Ultra Short Duration ETF
-0.06%
-$259.05 
VDC VANGUARD CONSUMER STAPLES ETF
-0.04%
-$112.88 
V Visa Inc. Class A
-0.03%
-$666.24 
COST Costco Wholesale Corporation
-0.02%
-$894.74 
KEY KeyCorp
-0.02%
-$59.86 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.02%
-$157.77 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.01%
-$18.66 Events
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Dividends
Dividend Analysis
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| Trades 3750 | Longs Won 2359/3750 62% | Profit Factor 8.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $775,172.77 |
| Average Win $136,777.91 | Best Trade (Sep 04) $38.62M | Sharpe Ratio -9.58 |
| Average Loss -$25,973.5 | Worst Trade (Aug 02) -$1.39M | Z-Score -1.38 (83.68%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $76,408.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 92,232 | $16.36M | $30.13M | - | $13.77M | 84.19% | +3.585% |
| AB AllianceBernstein Holding L.P. | 9,085 | $344,296.05 | $330,148.9 | - | -$14,147.15 | -4.11% | -0.137% |
| ABAT American Battery Technology Company | 15,616 | $30,745.77 | $39,976.96 | - | $9,231.19 | 30.02% | -4.478% |
| ABBV AbbVie Inc. | 16,124 | $3.33M | $4.11M | - | $785,764.68 | 23.63% | +1.624% |
| ABT Abbott Laboratories | 7,532 | $819,602.24 | $778,582.84 | - | -$41,019.4 | -5% | -1.768% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 23,352 | $1.37M | $1.79M | - | $423,194.21 | 30.97% | -1.25% |
| AEM Agnico Eagle Mines Limited | 5,650 | $1.15M | $1.11M | - | -$35,764.5 | -3.12% | -2.922% |
| AGG iShares Core U.S. Aggregate Bond ETF | 81,785 | $8.12M | $7.86M | - | -$260,803.15 | -3.21% | -0.631% |
| AGM Federal Agricultural Mortgage Corporation | 1,983 | $390,354.7 | $445,163.67 | - | $54,808.97 | 14.04% | +0.018% |
| AIQ Global X Artificial Intelligence & Technology ETF | 4,703 | $308,564 | $296,665.24 | - | -$11,898.76 | -3.86% | -1.607% |
| AKAM Akamai Technologies Inc. | 4,617 | $409,303.66 | $494,896.23 | - | $85,592.57 | 20.91% | -3.214% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 11,082 | $1.63M | $3.15M | - | $1.53M | 93.85% | -5.327% |
| ALL Allstate Corporation | 5,199 | $1.24M | $1.31M | - | $72,183.15 | 5.83% | -0.682% |
| ALLY Ally Financial Inc. | 7,025 | $316,086.02 | $296,174 | - | -$19,912.02 | -6.3% | +0.789% |
| AMAT Applied Materials, Inc. | 2,763 | $859,990.16 | $1.25M | - | $394,135.54 | 45.83% | -3.189% |
| AMD Advanced Micro Devices, Inc. | 3,516 | $602,674.59 | $1.77M | - | $1.17M | 193.8% | -3.357% |
| AMGN Amgen Inc. | 1,159 | $392,650.05 | $443,126.26 | - | $50,476.21 | 12.86% | -2.284% |
| AMP Ameriprise Financial, Inc. | 1,097 | $487,607.32 | $607,332.11 | - | $119,724.79 | 24.55% | +0.317% |
| AMZN Amazon.com Inc | 70,098 | $11.32M | $17.66M | - | $6.35M | 56.07% | -0.174% |
| ANET Arista Networks, Inc. | 25,709 | $3.11M | $4.86M | - | $1.75M | 56.11% | -2.034% |
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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: SPDR S&P 500 ETF Trust - $8.23M, Tesla, Inc - $3.15M, Advanced Micro Devices, Inc - $2.47M, Marvell Technology, Inc - $2.2M, and NVIDIA Corporation - $2.05M. 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 - $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 $19.67M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $1.87M, SPDR S&P 500 ETF Trust - $1.32M, Schwab International Equity ETF - $792,467.74, Schwab Fundamental U.S. Large Company Index ETF - $716,609.94, and Invesco QQQ Trust, Series 1 - $536,944.72. 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.
