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:
103.39%
Gain -1.32%
Monthly
2.1%
Yearly
28.31%
Drawdown
26.02%
$846.78M
Equity
Holdings
$846.78M
Investment
$632.4M
$259.2M
Profit -$6.55M
Realized
$44.82M
Unrealized
$214.38M
Dividends
$19.1M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.32%
Profit
-$6.55M
Win %
76%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$4.03M
Win %
76%
This Month
Compared to last month
Gain
-1.87%
Profit
-$16.1M
Win %
76%
This Year
Compared to last year
Gain
11.01%
Profit
$84.07M
Win %
76%
WDC Western Digital Corporation
+10.77%
+$64,130.56 
DOCN DigitalOcean Holdings Inc.
+10.47%
+$220,918.52 
SNDK SanDisk Corporation
+9.98%
+$78,971.51 
MMM 3M Company
+9.62%
+$29,605.5 
NBIS Nebius Group N.V.
+8.37%
+$252,043.6 
INV Innventure Inc.
+8.31%
+$4,346.68 
ASTS AST SpaceMobile, Inc.
+7.42%
+$35,779.74 
MU Micron Technology, Inc.
+7.33%
+$207,951.93 
CRCL Circle Internet Group, Inc.
+7.01%
+$38,354.04 
NXT Nextracker Inc.
+6.79%
+$55,944.15 
AMAT Applied Materials, Inc.
+6.49%
+$95,748.65 
HOOD Robinhood Markets, Inc.
+6.36%
+$168,136.87 
MRVL Marvell Technology, Inc.
+6%
+$171,089.25 
CIEN Ciena Corporation
+5.74%
+$55,333.57 
DELL Dell Technologies Inc.
+5.43%
+$69,494.88 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+5.23%
+$177,045.33 
ABAT American Battery Technology Company
+5.02%
+$1,419.56 
ENTG Entegris, Inc.
+4.93%
+$48,172.9 
ARM Arm Holdings plc American Depositary Receipt
+4.75%
+$67,827.2 
AMD Advanced Micro Devices, Inc.
+4.55%
+$192,810.48 
CRDO Credo Technology Group Holding Ltd.
+4.37%
+$173,181.38 
ANET Arista Networks, Inc.
+4.06%
+$146,474.99 
SOXX iShares Semiconductor ETF
+4%
+$14,301.34 
FCX Freeport-McMoRan Inc.
+3.88%
+$54,492 
SLV iShares Silver Trust
+3.63%
+$94,621.95 
ORCL Oracle Corporation
+3.62%
+$14,039.22 
LRCX Lam Research Corporation
+3.48%
+$28,952.53 
GALT Galectin Therapeutics Inc.
+3.37%
+$14,328.76 
CLS Celestica Inc.
+3.27%
+$75,518.39 
SCCO Southern Copper Corporation
+3.22%
+$27,412.47 
MPWR Monolithic Power Systems, Inc.
+2.83%
+$30,872.96 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.8%
+$405,785.01 
MTUM iShares MSCI USA Momentum Factor ETF
+2.67%
+$8,540.56 
XCEM Columbia EM Core ex-China ETF
+2.63%
+$54,120 
WPM Wheaton Precious Metals Corp.
+2.56%
+$11,140.6 
IBIT iShares Bitcoin Trust
+2.51%
+$30,167.95 
SPMO Invesco S&P 500 Momentum ETF
+2.43%
+$29,332.67 
IAUX I-80 Gold Corp.
+2.41%
+$471.35 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+2.4%
+$4,360.5 
KEYS Keysight Technologies, Inc.
+2.33%
+$29,525.09 
AZO AutoZone Inc.
+2.31%
+$8,730.54 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+2.3%
+$6,090.68 
GDX VanEck Gold Miners ETF
+2.25%
+$26,769.24 
BHP BHP Group Ltd.
+2.21%
+$6,372.4 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
+2.21%
+$5,442.08 
TSLA Tesla, Inc.
+2.19%
+$119,598.02 
ISRG Intuitive Surgical, Inc.
+2.14%
+$25,043.35 
KTOS Kratos Defense & Security Solutions, Inc.
+2.1%
+$9,539.02 
BRK-B Berkshire Hathaway Inc.
+2.1%
+$37,123.77 
IEMG iShares Core MSCI Emerging Markets ETF
+2.07%
+$12,760 
QTUM Defiance Quantum ETF
+2.05%
+$5,700.26 
AVXC Avantis Emerging Markets Ex China ETF
+2.01%
+$24,507.4 
AKAM Akamai Technologies Inc.
+2%
+$10,843.68 
AVAV AeroVironment Inc.
+1.96%
+$14,298.75 
NEM Newmont Corporation
+1.92%
+$14,199.84 
XLK State Street Technology Select Sector SPDR ETF
+1.91%
+$89,123.92 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+1.86%
+$76,125.66 
MRNA Moderna, Inc.
+1.76%
+$35,686.23 
SM SM Energy Company
+1.74%
+$3,807.91 
CAT Caterpillar Inc.
+1.73%
+$7,036.74 
MS Morgan Stanley
+1.67%
+$53,387.72 
WFRD Weatherford International plc
+1.6%
+$13,900.12 
EMXF iShares ESG Aware MSCI EM ETF
+1.58%
+$5,803.68 
DAR Darling Ingredients Inc.
+1.56%
+$12,354.21 
VGT Vanguard Information Technology ETF
+1.56%
+$25,091.24 
MRK Merck & Co., Inc.
+1.54%
+$7,024.22 
SPEM SPDR Portfolio Emerging Markets ETF
+1.5%
+$5,056.5 
NAT Nordic American Tankers Ltd.
+1.46%
+$1,061.64 
IDMO Invesco S&P International Developed Momentum ETF
+1.44%
+$5,589.68 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.42%
+$4,473.15 
FXZ First Trust Materials AlphaDEX Fund
+1.41%
+$5,300 
AEM Agnico Eagle Mines Limited
+1.36%
+$10,452.5 
SCHE Schwab Emerging Markets Equity ETF
+1.31%
+$14,802.34 
VWO Vanguard FTSE Emerging Markets ETF
+1.3%
+$14,276.3 
QQQ Invesco QQQ Trust, Series 1
+1.28%
+$551,861.32 
VSGX Vanguard ESG International Stock ETF
+1.28%
+$3,347.14 
XMMO Invesco S&P MidCap Momentum ETF
+1.28%
+$18,452 
GS The Goldman Sachs Group, Inc.
+1.22%
+$11,197.2 
GLD SPDR Gold Shares
+1.18%
+$51,843.09 
GLDM SPDR Gold MiniShares Trust
+1.16%
+$2,473.88 
IAU iShares Gold Trust
+1.16%
+$2,276.75 
COLL Collegium Pharmaceutical Inc.
+1.15%
+$11,261.47 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.15%
+$26,388.25 
SPHQ Invesco S&P 500 Quality ETF
+1.12%
+$7,865.05 
SCHA Schwab U.S. Small-Cap ETF
+1.12%
+$6,060.62 
QCOM QUALCOMM Incorporated
+1.12%
+$5,280.1 
NVDA NVIDIA Corporation
+1.11%
+$550,755.22 
IWP iShares Russell Mid-Cap Growth ETF
+1.09%
+$10,249.05 
AVDV Avantis International Small Cap Value ETF
+1.09%
+$12,923.73 
SU Suncor Energy Inc.
+1.08%
+$8,375 
FAD First Trust Multi Cap Growth Fund
+1.07%
+$4,778.84 
IWY iShares Russell Top 200 Growth ETF
+1.07%
+$43,118.32 
CE Celanese Corporation
+1.05%
+$1,610.69 
CWI SPDR MSCI ACWI ex-US ETF
+1.05%
+$5,067.56 
NPO EnPro Industries Inc.
+1.03%
+$3,802.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.01%
+$28,850.64 
ETN Eaton Corporation plc
+1.01%
+$18,427.5 
ADM Archer-Daniels-Midland Co
+1%
+$32,924.24 
VONG Vanguard Russell 1000 Growth Fund
+1%
+$16,059.94 
EFG iShares MSCI EAFE Growth ETF
+1%
+$105,169.93 
AVGO Broadcom Inc.
+0.99%
+$21,408.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.99%
+$28,595.33 
PALL abrdn Physical Palladium Shares ETF
+0.99%
+$3,112.87 
SCHF Schwab International Equity ETF
+0.99%
+$226,910.23 
IWF iShares Russell 1000 Growth ETF
+0.98%
+$19,124.3 
VOT Vanguard Mid-Cap Growth ETF
+0.96%
+$19,051.92 
TPR Tapestry Inc.
+0.96%
+$3,333.15 
JPM JPMorgan Chase & Co.
+0.94%
+$26,987.5 
CSCO Cisco Systems, Inc.
+0.91%
+$23,777.29 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.91%
+$2,813.12 
XOM Exxon Mobil Corporation
+0.9%
+$29,238.72 
AVNV Avantis All International Markets Value ETF
+0.89%
+$9,854.62 
SCHM Schwab U.S. Mid-Cap ETF
+0.88%
+$9,383.63 
IPAC iShares Core MSCI Pacific ETF
+0.86%
+$20,350.29 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.84%
+$3,127.77 
PSX Phillips 66
+0.84%
+$3,776.5 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+0.81%
+$3,056.29 
EUFN iShares MSCI Europe Financials ETF
+0.81%
+$2,949.12 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.79%
+$8,488.84 
DLR Digital Realty Trust, Inc.
+0.78%
+$8,676.21 
EFA iShares MSCI EAFE ETF
+0.78%
+$9,504.23 
BXSL Blackstone Secured Lending Fund
+0.77%
+$7,338.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.77%
+$11,923.28 
IWO iShares Russell 2000 Growth ETF
+0.77%
+$1,859.01 
IEFA iShares Core MSCI EAFE ETF
+0.75%
+$48,336.86 
GE General Electric Company
+0.73%
+$2,116.5 
VOOG Vanguard S&P 500 Growth ETF
+0.72%
+$6,082.83 
EFV iShares MSCI EAFE Value ETF
+0.72%
+$19,629.68 
ABBV AbbVie Inc.
+0.72%
+$28,868.84 
RIO Rio Tinto Plc Sponsored ADR
+0.71%
+$1,962.45 
XSMO Invesco S&P SmallCap Momentum ETF
+0.7%
+$6,092.07 
PFIX Simplify Interest Rate Hedge ETF
+0.7%
+$8,091.6 
VT Vanguard Total World Stock ETF
+0.69%
+$11,132.28 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.68%
+$2,241.4 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.65%
+$1,119.58 
VBK Vanguard Small-Cap Growth ETF
+0.64%
+$10,560.18 
VYMI Vanguard International High Dividend Yield Index Fund
+0.63%
+$5,688.27 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.61%
+$1,844.84 
FCG First Trust Natural Gas ETF
+0.61%
+$10,669.54 
ARCC Ares Capital Corporation
+0.61%
+$1,236.48 
MGK Vanguard Mega Cap Growth ETF
+0.6%
+$4,628 
AXON Axon Enterprise, Inc.
+0.6%
+$4,621.05 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.59%
+$2,371.96 
BAC Bank of America Corporation
+0.59%
+$3,917.43 
AMGN Amgen Inc.
+0.58%
+$1,655 
MPC Marathon Petroleum Corporation
+0.58%
+$2,090.24 
VUG Vanguard Growth ETF
+0.57%
+$7,867.44 
PCAR PACCAR Inc.
+0.57%
+$1,651.46 
IEUR iShares Core MSCI Europe ETF
+0.55%
+$13,576.41 
PH Parker-Hannifin Corporation
+0.53%
+$3,283.08 
NFLX Netflix, Inc.
+0.49%
+$21,644.04 
PFE Pfizer Inc.
+0.48%
+$2,661.6 
TXT Textron Inc.
+0.48%
+$7,523.32 
LLY Eli Lilly and Company
+0.48%
+$17,574.36 
BIZD VanEck BDC Income ETF
+0.48%
+$1,766.58 
IVV iShares Core S&P 500 ETF
+0.47%
+$94,691.52 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.46%
+$1,678.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$47,225.36 
FEX First Trust Large Cap Core Fund A
+0.46%
+$2,480 
ESGV Vanguard ESG U.S. Stock ETF
+0.46%
+$1,761 
ESGU iShares ESG Aware MSCI USA ETF
+0.44%
+$2,711.52 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$160,759.27 
VTWO Vanguard Russell 2000 ETF
+0.44%
+$6,494.8 
RDVY First Trust Rising Dividend Achievers ETF
+0.44%
+$2,983.75 
VO Vanguard Mid-Cap ETF
+0.44%
+$65,533.67 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.43%
+$3,687.52 
PXJ Invesco Oil & Gas Services ETF
+0.43%
+$860.3 
IWM iShares Russell 2000 ETF
+0.43%
+$1,998.75 
DFIV Dimensional International Value ETF
+0.42%
+$925.2 
VOO Vanguard S&P 500 ETF
+0.42%
+$28,292.3 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.42%
+$23,136.6 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$895.12 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.41%
+$2,971.57 
SCHC Schwab International Small-Cap Equity ETF
+0.41%
+$2,228.46 
LVHI Franklin International Low Volatility High Dividend ETF
+0.41%
+$1,735.87 
META Meta Platforms Inc Class A
+0.4%
+$33,846.48 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.39%
+$1,794.4 
MAIN Main Street Capital Corporation
+0.39%
+$3,169.95 
BLK BlackRock, Inc.
+0.38%
+$4,247.25 
NUSC Nuveen ESG Small-Cap ETF
+0.37%
+$1,049.18 
CDX Simplify High Yield ETF
+0.37%
+$1,538.11 
SCHX Schwab U.S. Large-Cap ETF
+0.37%
+$137,555.41 
DUHP Dimensional US High Profitability ETF
+0.36%
+$1,455 
VTV Vanguard Value ETF
+0.35%
+$4,984.84 
VB Vanguard Small-Cap ETF
+0.35%
+$22,620.72 
GPIX S&P 500 Core Premium Income Fund
+0.35%
+$1,603.41 
DFUS Dimensional U.S. Equity Market ETF
+0.34%
+$3,100.72 
SHEL Shell plc
+0.34%
+$739.57 
SWZ Total Return Securities Fund
+0.34%
+$289.16 
SNAP Snap Inc.
+0.33%
+$359.54 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$19,486.06 
ILF iShares Latin America 40 ETF
+0.31%
+$8,070.51 
IJR iShares Core S&P Small-Cap ETF
+0.3%
+$60,680.31 
BUFR FT Vestladder Buffer ETF-USD I
+0.29%
+$798.21 
DHI D.R. Horton, Inc.
+0.29%
+$1,411.15 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.28%
+$1,243.42 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.27%
+$1,484.55 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$1,398.6 
BX Blackstone Inc.
+0.26%
+$1,516.72 
IWR iShares Russell Mid-Cap ETF
+0.23%
+$1,148.78 
SPOT Spotify Technology S.A.
+0.23%
+$2,820.48 
BMY Bristol-Myers Squibb Company
+0.22%
+$1,565.46 
RY Royal Bank of Canada
+0.21%
+$657.28 
IWN iShares Russell 2000 Value ETF
+0.2%
+$485.76 
VRTX Vertex Pharmaceuticals Incorporated
+0.19%
+$1,821.62 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.18%
+$1,538.64 
NET Cloudflare Inc.
+0.15%
+$4,942.98 
JEPI JPMorgan Equity Premium Income Fund
+0.15%
+$2,107.74 
RNR Renaissancere Holdings Ltd.
+0.15%
+$1,786.08 
CVX Chevron Corporation
+0.14%
+$1,173.42 
SPG Simon Property Group, Inc.
+0.13%
+$343.97 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$41,807.3 
SQM Quimica y Minera Chilena S.A. ADR
+0.1%
+$787.08 
PGHY Invesco Global ex-US High Yield Corporate Bond ETF
+0.1%
+$1,018.9 
VOOV Vanguard S&P 500 Value ETF
+0.09%
+$685.52 
HLT Hilton Worldwide Holdings Inc.
+0.09%
+$821.21 
SKYY First Trust Cloud Computing ETF
+0.08%
+$235.62 
BA Boeing Company
+0.08%
+$768.16 
BKLN Invesco Senior Loan ETF
+0.07%
+$237.06 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.07%
+$3,941.59 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$2,024.29 
VIG Vanguard Dividend Appreciation ETF
+0.05%
+$1,077.84 
PFF iShares Preferred and Income Securities ETF
+0.05%
+$386.7 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.05%
+$17,166.24 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.04%
+$670.2 
DFUV Dimensional US Marketwide Value ETF
+0.04%
+$291.88 
CFG Citizens Financial Group, Inc.
+0.03%
+$230.7 
RVT Royce Small-Cap Trust, Inc.
+0.03%
+$234.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.02%
+$131.28 
DVN Devon Energy Corporation
+0.02%
+$224.74 
BMOP BNY Mellon Municipal Opportunities ETF
+0.02%
+$82.39 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$40.26 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$62.59 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$2,110.62 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.01%
+$23.1 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$50.65 
APD Air Products and Chemicals, Inc.
0%
$0 
EEMO Invesco S&P Emerging Markets Momentum ETF
0%
$0 
KHPI
0%
$0 
MFSI
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
0%
$0 
TCAF T. Rowe Price Capital Appreciation Equity ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
DHR Danaher Corporation
-12.49%
-$31,079.62 
GPC Genuine Parts Company
-6.99%
-$23,085 
KLRS Kalaris Therapeutics, Inc.
-4.5%
-$7,200 
NOC Northrop Grumman Corporation
-3.12%
-$33,912.67 
HUBS HubSpot, Inc.
-2.82%
-$28,494.67 
BABA Alibaba Group Holding Limited SP ADR
-2.11%
-$8,255 
TMUS T-Mobile US, Inc.
-2.06%
-$25,221.48 
CRWD CrowdStrike Holdings, Inc.
-2.05%
-$25,738.68 
RSG Republic Services, Inc.
-2.05%
-$24,240.76 
AGM Federal Agricultural Mortgage Corporation
-1.94%
-$12,280.03 
TW Tradeweb Markets Inc.
-1.9%
-$13,505.61 
SHOP Shopify Inc.
-1.87%
-$4,969.89 
GILD Gilead Sciences Inc.
-1.77%
-$7,210.89 
LMT Lockheed Martin Corporation
-1.72%
-$8,445.51 
CME CME Group Inc.
-1.71%
-$13,705.49 
CRD-A Crawford & Company
-1.47%
-$1,751.68 
NOW ServiceNow, Inc.
-1.4%
-$4,792.2 
TJX The TJX Companies, Inc.
-1.35%
-$9,870.58 
MO Altria Group, Inc.
-1.32%
-$9,896.3 
SLB Schlumberger Limited
-1.31%
-$11,601.59 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-1.3%
-$3,735.8 
BJ BJ's Wholesale Club Holdings, Inc.
-1.24%
-$16,183.01 
ADSK Autodesk, Inc.
-1.18%
-$5,034.87 
OKE ONEOK, Inc.
-1.16%
-$12,341.87 
KMI Kinder Morgan, Inc.
-1.07%
-$2,107.35 
MNST Monster Beverage Corporation
-1.07%
-$6,008.55 
YUM Yum! Brands, Inc.
-1.07%
-$7,141.05 
VEEV Veeva Systems Inc.
-1.02%
-$4,831.97 
KR Kroger Co.
-1.01%
-$3,810.22 
HD The Home Depot, Inc.
-1%
-$8,449.4 
COST Costco Wholesale Corporation
-0.99%
-$37,164.93 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.98%
-$2,664.64 
ALLY Ally Financial Inc.
-0.97%
-$2,935.68 
PG Procter & Gamble Co
-0.95%
-$35,928.84 
LNG Cheniere Energy Inc.
-0.94%
-$10,904.56 
BSX Boston Scientific Corporation
-0.93%
-$10,439.9 
AMZN Amazon.com Inc
-0.92%
-$154,257.18 
MCD McDonald's Corporation
-0.91%
-$16,963.34 
V Visa Inc. Class A
-0.9%
-$16,424.73 
MDT Medtronic plc
-0.89%
-$3,361.44 
MPLX MPLX LP
-0.88%
-$2,492.18 
ACGL Arch Capital Group Ltd
-0.87%
-$8,626.77 
SO The Southern Company
-0.85%
-$1,961.6 
MA Mastercard Incorporated
-0.84%
-$9,374.8 
AAPL Apple Inc.
-0.84%
-$238,508.78 
VZ Verizon Communications Inc.
-0.82%
-$3,321.38 
UNP Union Pacific Corporation
-0.8%
-$2,294.16 
PM Philip Morris International Inc.
-0.78%
-$2,257.45 
MLPX Global X MLP & Energy Infrastructure ETF
-0.78%
-$2,075.36 
DRI Darden Restaurants, Inc.
-0.74%
-$5,944.32 
IAK iShares U.S. Insurance ETF
-0.72%
-$2,331.55 
PLTR Palantir Technologies Inc.
-0.72%
-$49,496.19 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.67%
-$4,942.08 
KRE SPDR S&P Regional Banking ETF
-0.67%
-$5,448.33 
VDC VANGUARD CONSUMER STAPLES ETF
-0.64%
-$2,137.43 
LIN Linde plc
-0.63%
-$6,828.2 
GOOG Alphabet Inc
-0.63%
-$57,725.06 
GOOGL Alphabet Inc
-0.62%
-$19,753.51 
MSFT Microsoft Corp.
-0.61%
-$100,179.08 
DUK Duke Energy Corporation
-0.6%
-$1,460.25 
IBM International Business Machines Corporation
-0.59%
-$6,517.28 
TKO Tko Group Holdings Inc.
-0.58%
-$4,568.9 
FXU First Trust Utilities AlphaDEX Fund
-0.56%
-$2,240.97 
MSI Motorola Solutions, Inc.
-0.55%
-$6,320.28 
CTVA Corteva Inc.
-0.52%
-$4,340.7 
T AT&T Inc.
-0.52%
-$1,644.44 
WMT Walmart Inc.
-0.51%
-$5,122.02 
LULU lululemon athletica inc.
-0.5%
-$1,221.48 
AMP Ameriprise Financial, Inc.
-0.46%
-$2,626.9 
BRK-A Berkshire Hathaway Inc.
-0.45%
-$6,578.66 
ABT Abbott Laboratories
-0.42%
-$3,062.97 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.4%
-$1,349.11 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
-0.39%
-$2,143.9 
OIH VanEck Oil Services ETF
-0.38%
-$6,237.66 
XLU Utilities Select Sector SPDR Fund
-0.38%
-$2,448.85 
KEY KeyCorp
-0.36%
-$994.75 
VPU Vanguard Utilities ETF
-0.36%
-$713.76 
SDY SPDR S&P Dividend ETF
-0.35%
-$1,113.87 
AXP American Express Company
-0.32%
-$6,981.2 
IHI iShares U.S. Medical Devices ETF
-0.32%
-$1,461.44 
NEE NextEra Energy, Inc.
-0.29%
-$4,347.49 
MBB iShares MBS ETF
-0.28%
-$1,559.01 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
-0.28%
-$1,442.93 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.25%
-$2,466.85 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.24%
-$555 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$1,698.3 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.21%
-$707.34 
VLO Valero Energy Corporation
-0.2%
-$525.82 
AGG iShares Core U.S. Aggregate Bond ETF
-0.19%
-$14,999.36 
DE Deere & Company
-0.19%
-$4,192.16 
SCHP Schwab U.S. TIPS ETF
-0.19%
-$4,161.16 
AON Aon plc
-0.16%
-$825.26 
IUSB iShares Core Universal USD Bond ETF
-0.16%
-$1,191.75 
GD General Dynamics Corporation
-0.16%
-$1,137.6 
NLY Annaly Capital Management, Inc.
-0.11%
-$264.73 
MUB iShares National Muni Bond ETF
-0.11%
-$7,414.85 
JNJ Johnson & Johnson
-0.11%
-$1,000.11 
AB AllianceBernstein Holding L.P.
-0.1%
-$326.84 
DFSV Dimensional US Small Cap Value ETF
-0.1%
-$434.12 
XLRE The Real Estate Select Sector SPDR Fund
-0.1%
-$322.2 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$266.94 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.08%
-$623.46 
IWD iShares Russell 1000 Value ETF
-0.07%
-$542.15 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$265.37 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.07%
-$2,634.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.06%
-$278.1 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$412.12 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$253.71 
JPIE JPMorgan Income ETF
-0.05%
-$632.05 
BNDX Vanguard Total International Bond ETF
-0.05%
-$318.12 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$103.39 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$153.59 
VOE Vanguard Mid-Cap Value ETF
-0.04%
-$383.84 
IWS iShares Russell Mid-Cap Value ETF
-0.04%
-$538.2 
DFAS Dimensional U.S. Small Cap ETF
-0.04%
-$103.08 
FSLR First Solar, Inc.
-0.03%
-$309.79 
CFR Cullen/Frost Bankers Inc.
-0.02%
-$241.99 
DIS The Walt Disney Company
-0.02%
-$70.7 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$391.16 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.02%
-$86.1 
MAGS Roundhill Magnificent Seven Fund
-0.01%
-$90.35 
DFAT Dimensional US Targeted Value ETF
-0.01%
-$72.11 
BINC iShares Flexible Income Active ETF
-0.01%
-$96.5 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.01%
-$24.08 
SCHD Schwab U.S. Dividend Equity ETF
-0.01%
-$26.07 Events
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Dividends
Dividend Analysis
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| Trades 3368 | Longs Won 1936/3368 57% | Profit Factor 13.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $762,541.4 |
| Average Win $145,034.25 | Best Trade (Jul 22) $34.99M | Sharpe Ratio -10.91 |
| Average Loss -$15,077.12 | Worst Trade (Jul 19) -$923,152.72 | Z-Score -2 (98.74%) |
| Commissions $0 | Avg. Trade Length 9m 5d | Expectancy $76,958.39 |
| 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 | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $8.16M, Tesla, Inc - $3.15M, NVIDIA Corporation - $2.05M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.96M, and Schwab Fundamental U.S. Large Company Index ETF - $1.59M. 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 - $471,390.85, Regeneron Pharmaceuticals, Inc - $457,986.13, Elevance Health, Inc - $384,930.68, Johnson & Johnson - $314,930.06, and Shopify Inc - $306,665.51. 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 $19.1M 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 - $1.31M, Schwab International Equity ETF - $792,467.74, Schwab Fundamental U.S. Large Company Index ETF - $716,609.94, and Invesco QQQ Trust, Series 1 - $547,039.5. 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.
