Scott Crane Portfolio
Invests via Crane Advisory LLC | Managed by Scott Crane
Invests via Crane Advisory LLC
Managed by Scott Crane
Automatically Tracked
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.
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.
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:
67.93%
Gain +1.59%
Monthly
1.29%
Yearly
16.58%
Drawdown
18.68%
$705.14M
Equity
Holdings
$705.14M
Investment
$541.44M
$185.35M
Profit +$5.45M
Realized
$21.65M
Unrealized
$163.7M
Dividends
$51.64M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.59%
Profit
$5.45M
Win %
73%
This Week
Compared To Last Week
Gain
0.55%
Profit
$3.87M
Win %
73%
This Month
Compared to last month
Gain
0.33%
Profit
$2.32M
Win %
73%
This Year
Compared to last year
Gain
1.54%
Profit
$10.68M
Win %
74%
MU Micron Technology, Inc.
+5.34%
+$12,133.63 
PSLV Sprott Physical Silver Trust
+3.82%
+$9,380.75 
EIX Edison International
+2.65%
+$11,107 
NVDA NVIDIA Corporation
+2.34%
+$47,690.1 
XLK State Street Technology Select Sector SPDR ETF
+2.2%
+$8,366.86 
AMZN Amazon.com Inc
+2.15%
+$29,475.82 
GLD SPDR Gold Shares
+2.03%
+$16,758.6 
IEMG iShares Core MSCI Emerging Markets ETF
+1.9%
+$158,618.3 
CAT Caterpillar Inc.
+1.87%
+$10,804.43 
RYT Invesco S&P 500 Equal Weight ETF
+1.83%
+$36,006.4 
MGK Vanguard Mega Cap Growth ETF
+1.43%
+$3,048 
VUG Vanguard Growth ETF
+1.35%
+$1.31M 
MRK Merck & Co., Inc.
+1.17%
+$3,175.6 
NULG Nuveen ESG Large-Cap Growth ETF
+1.16%
+$3,052.45 
XVV iShares ESG Screened S&P 500
+1.11%
+$3,698.12 
SPY SPDR S&P 500 ETF Trust
+1.06%
+$4,794.01 
VOO Vanguard S&P 500 ETF
+1.04%
+$1.24M 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.02%
+$6,543.6 
VONE Vanguard Russell 1000 ETF
+1.02%
+$12,068.64 
MSFT Microsoft Corp.
+0.96%
+$17,832.17 
FUTY Fidelity MSCI Utilities Index ETF
+0.95%
+$2,759.61 
AAPL Apple Inc.
+0.93%
+$132,978.92 
VB Vanguard Small-Cap ETF
+0.92%
+$171,742.25 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.92%
+$160,311.18 
NULV Nuveen ESG Large-Cap Value ETF
+0.9%
+$2,072.9 
VOE Vanguard Mid-Cap Value ETF
+0.89%
+$3,972.34 
IQLT iShares MSCI International Quality Factor ETF
+0.85%
+$10,837.92 
VO Vanguard Mid-Cap ETF
+0.85%
+$158,454.23 
PSO Pearson plc Sponsored ADR
+0.72%
+$1,576.08 
META Meta Platforms Inc Class A
+0.71%
+$11,767.59 
GOOGL Alphabet Inc
+0.59%
+$9,739.94 
GOOG Alphabet Inc
+0.57%
+$31,436.32 
VTV Vanguard Value ETF
+0.56%
+$304,395.48 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$177,764.49 
MGV Vanguard Mega Cap Value ETF
+0.44%
+$5,095.09 
FBND Fidelity Total Bond ETF
+0.37%
+$169,328.45 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.33%
+$225,585.11 
IBM International Business Machines Corporation
+0.31%
+$724.88 
JMUB JPMorgan Municipal Bond ETF
+0.26%
+$2,035.12 
JNJ Johnson & Johnson
+0.21%
+$5,373.95 
JPM JPMorgan Chase & Co.
+0.17%
+$835.43 
O Realty Income Corporation
+0.07%
+$352.08 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.07%
+$20,002.25 
JPST JPMorgan Ultra-Short Income ETF
+0.06%
+$35,967.96 
PULS PGIM Ultra Short Bond ETF
+0.06%
+$45,543.88 
SHV iShares Short Treasury Bond ETF
+0.02%
+$70.78 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$121.92 
JUPGD Atlas Critical Minerals Corporation
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 482 | Longs Won 357/482 74% | Profit Factor 25.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.79M |
| Average Win $540,060.54 | Best Trade (Aug 14) $27.58M | Sharpe Ratio -10.04 |
| Average Loss -$59,586.45 | Worst Trade (Sep 14) -$1.35M | Z-Score 7.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 6d | Expectancy $384,550.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 43,105 | $9.92M | $14.46M | - | $4.54M | 45.82% | +0.928% |
| AMZN Amazon.com Inc | 5,572 | $1.09M | $1.4M | - | $313,035.04 | 28.8% | +2.151% |
 AON Aon plc | 1,631 | $436,895.97 | $486,771.95 | - | $49,875.98 | 11.42% | -0.705% |
 BA Boeing Company | 1,701 | $226,977.46 | $337,750.56 | - | $110,773.1 | 48.8% | -1.683% |
| CAT Caterpillar Inc. | 737 | $190,584.3 | $587,669.06 | - | $397,084.76 | 208.35% | +1.873% |
 CVX Chevron Corporation | 2,588 | $434,576.61 | $546,663.24 | - | $112,086.63 | 25.79% | -0.147% |
 DIS The Walt Disney Company | 2,964 | $308,279.77 | $313,917.24 | - | $5,637.47 | 1.83% | -1.009% |
| EIX Edison International | 7,660 | $541,270.86 | $430,951.6 | - | -$110,319.26 | -20.38% | +2.646% |
| FBND Fidelity Total Bond ETF | 1.03M | $47.61M | $45.5M | - | -$2.11M | -4.43% | +0.374% |
| FUTY Fidelity MSCI Utilities Index ETF | 5,411 | $298,904.77 | $291,598.79 | - | -$7,305.98 | -2.44% | +0.955% |
| GLD SPDR Gold Shares | 2,108 | $410,227.24 | $842,546.52 | - | $432,319.28 | 105.39% | +2.029% |
| GOOG Alphabet Inc | 16,373 | $2.51M | $5.59M | - | $3.08M | 122.39% | +0.566% |
| GOOGL Alphabet Inc | 4,798 | $767,332.53 | $1.65M | - | $887,497.67 | 115.66% | +0.592% |
 HSY The Hershey Company | 1,375 | $235,166.25 | $233,818.75 | - | -$1,347.5 | -0.57% | -0.433% |
| IBM International Business Machines Corporation | 993 | $221,059.44 | $236,552.46 | - | $15,493.02 | 7.01% | +0.307% |
| IDEV iShares Core MSCI International Developed Markets ETF (IDEV) | 193,146 | $15.29M | $17.64M | - | $2.35M | 15.39% | +0.917% |
| IEMG iShares Core MSCI Emerging Markets ETF | 104,012 | $5.7M | $8.49M | - | $2.79M | 48.88% | +1.904% |
| IQLT iShares MSCI International Quality Factor ETF | 25,501 | $1.02M | $1.28M | - | $264,593.22 | 25.95% | +0.851% |
| JMUB JPMorgan Municipal Bond ETF | 16,281 | $823,199.51 | $791,663.62 | - | -$31,535.89 | -3.83% | +0.258% |
| JNJ Johnson & Johnson | 9,346 | $1.47M | $2.5M | - | $1.03M | 70.22% | +0.215% |
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FAQ
Which stocks have generated the highest profits for Scott Crane?
The largest contributions to the portfolio's profits come from the following stocks: PGIM Ultra Short Bond ETF - $12.41M, Vanguard S&P 500 ETF - $8.48M, Vanguard Value ETF - $7.9M, Vanguard Growth ETF - $5.24M, and SPDR Portfolio Short Term Treasury ETF - $4.33M. 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: Fidelity Wise Origin Bitcoin Index Fund - $107,483.5, Fidelity MSCI Information Technology Index ETF - $25,151.47, Vanguard Mega Cap Growth ETF - $8,494.39, Tesla, Inc - $7,225.8, and SPDR Portfolio Intermediate Term Treasury ETF - $1,903.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Crane's portfolio generate?
The portfolio generates substantial dividend income, with a total of $51.64M earned over time. The largest contributors to dividend income include PGIM Ultra Short Bond ETF - $12.14M, Schwab Intermediate-Term U.S. Treasury ETF - $4.72M, SPDR Portfolio Short Term Treasury ETF - $4.7M, JPMorgan Ultra-Short Income ETF - $4.2M, and Vanguard S&P 500 ETF - $4.03M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Crane's monthly returns?
Scott Crane's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Scott Crane's strategy be considered aggressive or moderate?
Scott Crane's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Scott Crane's strategy?
Scott Crane's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
