Scott Crane Portfolio

Invests via Crane Advisory LLC | Managed by Scott Crane

Invests via Crane Advisory LLC

Managed by Scott Crane

Automatically Tracked

Tracking: 0 Updated: 6 hours ago

Scott Crane Profile

With a strong foundation in executive leadership and operational excellence, Scott Crane has cultivated a notable presence in the renewable energy sector. His career showcases significant contributions to developing innovative solutions that enhance energy efficiency and sustainability. With a focus on strategic partnerships, he has played an essential role in advancing projects that drive both economic growth and environmental stewardship. His expertise enables effective navigation of complex market dynamics while aligning organizational goals with emerging industry trends. As an advocate for responsible innovation, Crane continues to impact investment opportunities within clean technology, emphasizing long-term viability for stakeholders.

Investment Philosophy & Strategy

In the dynamic realm of renewable energy, strategic foresight is crucial for success. Scott Crane leverages his extensive leadership experience to identify and capitalize on transformative investment opportunities that align with sustainability goals. By fostering collaborations and integrating advanced technologies, he positions initiatives to not only achieve economic viability but also enhance environmental responsibility. His focus on cultivating partnerships enables a nuanced understanding of market evolution, ensuring that capital deployment resonates with both immediate returns and long-term benefits. With an unwavering commitment to innovation-driven solutions, a robust investment ethos permeates all endeavors.

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:

20.12%

Gain +0.7%

Monthly

0.58%

Yearly

7.23%

Drawdown

10.22%

$694.35M

Equity

Holdings

$694.35M

Investment

$536.77M

$178.43M

Profit +$5.5M

Realized

$20.85M

Unrealized

$157.58M

Dividends

$47.54M

Goals

Avg. 90% completed goals

Yearly

Gain > 5%

2026

80%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.7%

Profit

$5.5M

Win %

80%

This Week

Compared To Last Week

Gain

0.94%

Profit

$6.44M

Win %

80%

This Month

Compared to last month

Gain

-0.12%

Profit

-$821,368

Win %

80%

This Year

Compared to last year

Gain

3.99%

Profit

$27.23M

Win %

80%

Gainers
Losers

FBTC Fidelity Wise Origin Bitcoin Index Fund

+4.71%

+$9,239.4

META Meta Platforms Inc Class A

+4.67%

+$65,349

BA Boeing Company

+4.52%

+$16,849.79

PSLV Sprott Physical Silver Trust

+3.8%

+$9,461.98

XLK State Street Technology Select Sector SPDR ETF

+3.78%

+$14,462.29

NVDA NVIDIA Corporation

+3.54%

+$69,245.88

RSPT Invesco S&P 500 Equal Weight ETF

+3.15%

+$61,459.2

AMZN Amazon.com Inc

+3.13%

+$42,100.94

NULG Nuveen ESG Large-Cap Growth ETF

+2.96%

+$7,881.68

VUG Vanguard Growth ETF

+2.81%

+$2.65M

GOOGL Alphabet Inc

+2.69%

+$46,532.14

GLD SPDR Gold Shares

+2.59%

+$21,101.04

CAT Caterpillar Inc.

+2.56%

+$17,192.95

GOOG Alphabet Inc

+2.5%

+$146,538.19

MSFT Microsoft Corp.

+2.31%

+$34,294.12

IEMG iShares Core MSCI Emerging Markets ETF

+2.23%

+$188,053.52

AAPL Apple Inc.

+1.82%

+$248,424.16

SPY SPDR S&P 500 ETF Trust

+1.76%

+$7,848.01

VOO Vanguard S&P 500 ETF

+1.74%

+$2.05M

VONE Vanguard Russell 1000 ETF

+1.71%

+$19,836.96

VTI VANGUARD TOTAL STOCK MKT ETF

+1.68%

+$10,624.76

XVV iShares ESG Screened S&P 500

+1.67%

+$5,869.36

DIS The Walt Disney Company

+1.65%

+$5,167.8

VO Vanguard Mid-Cap ETF

+1.24%

+$230,087.88

VB Vanguard Small-Cap ETF

+0.69%

+$131,364.14

FUTY Fidelity MSCI Utilities Index ETF

+0.59%

+$1,830.56

MGV Vanguard Mega Cap Value ETF

+0.59%

+$6,769.67

VTV Vanguard Value ETF

+0.53%

+$288,032.51

VIG Vanguard Dividend Appreciation ETF

+0.49%

+$159,698.36

SCHR Schwab Intermediate-Term U.S. Treasury ETF

+0.12%

+$83,750.46

JMUB JPMorgan Municipal Bond ETF

+0.12%

+$500.7

VOE Vanguard Mid-Cap Value ETF

+0.11%

+$486.87

FBND Fidelity Total Bond ETF

+0.11%

+$50,538.55

SPTS SPDR Portfolio Short Term Treasury ETF

+0.1%

+$29,643.66

JPST JPMorgan Ultra-Short Income ETF

+0.06%

+$35,846.43

SGOV iShares 0-3 Month Treasury Bond ETF

+0.02%

+$393.08

SHV iShares Short Treasury Bond ETF

+0.01%

+$21.44

JUPGD Atlas Critical Minerals Corporation

PULS PGIM Ultra Short Bond ETF

XOM Exxon Mobil Corporation

-4.14%

-$15,084.92

CVX Chevron Corporation

-3.64%

-$17,650.19

MRK Merck & Co., Inc.

-3.49%

-$7,752.21

JNJ Johnson & Johnson

-2.16%

-$48,692.66

AON Aon plc

-1.73%

-$9,459.78

IBM International Business Machines Corporation

-1.3%

-$3,505.29

EIX Edison International

-1.11%

-$6,201.36

IQLT iShares MSCI International Quality Factor ETF

-1.08%

-$13,754.88

PSO Pearson plc Sponsored ADR

-1.04%

-$2,192.8

O Realty Income Corporation

-0.93%

-$5,299.46

IDEV iShares Core MSCI International Developed Markets ETF (IDEV)

-0.89%

-$142,910.4

JPM JPMorgan Chase & Co.

-0.41%

-$1,869.13

HSY The Hershey Company

-0.3%

-$756.25

Events

Dividends

Dividend Analysis

No Data

Trades 445	Longs Won 343/445 77%	Profit Factor 47.34
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.77M
Average Win $531,423.65	Best Trade (Jun 15) $26.48M	Sharpe Ratio -9.95
Average Loss -$37,747.42	Worst Trade (Jun 11) -$716,145.37	Z-Score 12.13 (100%)
Commissions $0	Avg. Trade Length 1y 7m 1d	Expectancy $400,961.97

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	18,519	16,667	14,815	12,963	11,111	9,259	7,407	5,556	3,704	1,852