Jorge Paganin Portfolio
Invests via Abacus Wealth Partners, LLC | Managed by Lindsey Woodward Rafkind, Matthew Rivera, Walter Yu
Invests via Abacus Wealth Partners, LLC
Managed by Lindsey Woodward Rafkind, Matthew Rivera, Walter Yu
Automatically Tracked
Jorge Paganin Profile
Business executive and investor focused on corporate finance, M&A and value creation across Latin America and international markets. Jorge Paganin combines operational leadership in growth and turnaround situations with private equity and strategic advisory experience, serving on corporate boards and leading transactional work for mid-market companies. Market-facing skills include capital raising, portfolio optimisation and cross-border deal execution, with sector experience spanning industrials, consumer and financial services.
Business executive and investor focused on corporate finance, M&A and value creation across Latin America and international markets. Jorge Paganin combines operational leadership in growth and turnaround situations with private equity and strategic advisory experience, serving on corporate boards and leading transactional work for mid-market companies. Market-facing skills include capital raising, portfolio optimisation and cross-border deal execution, with sector experience spanning industrials, consumer and financial services.
Investment Philosophy & Strategy
Focuses on value-oriented, operationally driven investments in mid-market companies across Latin America and select international markets. Prefers control or strong governance positions enabling active turnaround, margin expansion and strategic M&A to unlock value. Combines rigorous corporate‑finance underwriting with a hands‑on approach to capital allocation, portfolio optimisation and cross‑border execution. Time horizon is medium to long term, targeting durable cash‑flow improvement and exit optionality via trade sales or sponsored secondary processes. Risk discipline emphasizes capital efficiency, sector diversification across industrials, consumer and financial services, and measurable operational KPIs.
Focuses on value-oriented, operationally driven investments in mid-market companies across Latin America and select international markets. Prefers control or strong governance positions enabling active turnaround, margin expansion and strategic M&A to unlock value. Combines rigorous corporate‑finance underwriting with a hands‑on approach to capital allocation, portfolio optimisation and cross‑border execution. Time horizon is medium to long term, targeting durable cash‑flow improvement and exit optionality via trade sales or sponsored secondary processes. Risk discipline emphasizes capital efficiency, sector diversification across industrials, consumer and financial services, and measurable operational KPIs.
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:
96.35%
Gain -0.86%
Monthly
1.12%
Yearly
14.29%
Drawdown
32.36%
$949.21M
Equity
Holdings
$949.21M
Investment
$768.98M
$234.98M
Profit -$3.64M
Realized
$54.75M
Unrealized
$180.23M
Dividends
$58.62M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.86%
Profit
-$3.64M
Win %
77%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$3.34M
Win %
77%
This Month
Compared to last month
Gain
-0.38%
Profit
-$3.64M
Win %
77%
This Year
Compared to last year
Gain
0.22%
Profit
$2.03M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$400,812.61 
ETN Eaton Corporation plc
+7.32%
+$90,535.38 
GOOG Alphabet Inc
+6.88%
+$164,005.8 
GOOGL Alphabet Inc
+6.73%
+$257,461.26 
ANET Arista Networks, Inc.
+5.46%
+$40,856.1 
GVA Granite Construction Incorporated
+5.26%
+$13,957.35 
FTNT Fortinet Inc.
+4.99%
+$21,983.5 
SNPS Synopsys, Inc.
+4.41%
+$12,946.86 
MOD Modine Manufacturing Company
+3.69%
+$6,821.1 
TBBK The Bancorp, Inc.
+3.54%
+$10,243.17 
VECO Veeco Instruments Inc.
+3.37%
+$8,308.11 
TT Trane Technologies plc
+3.33%
+$15,154.12 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$16,638.63 
META Meta Platforms Inc Class A
+3.28%
+$35,695.9 
MTDR Matador Resources Company
+3.27%
+$7,474.98 
EFOR Everforth, Inc.
+3.16%
+$12,107.79 
RUN Sunrun Inc.
+3.05%
+$12,766.38 
BMI Badger Meter Inc.
+3.04%
+$24,532.26 
AAMI Acadian Asset Management Inc.
+3.03%
+$16,022.32 
MSFT Microsoft Corp.
+3.02%
+$268,790.5 
LITE Lumentum Holdings Inc.
+2.99%
+$6,603.3 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$16,459.37 
NVDA NVIDIA Corporation
+2.93%
+$440,618.4 
VRRM Verra Mobility Corporation
+2.92%
+$10,712.25 
HRI Herc Holdings Inc.
+2.89%
+$7,266.84 
STRL Sterling Infrastructure, Inc.
+2.76%
+$12,270.63 
FSLR First Solar, Inc.
+2.44%
+$7,002.91 
AVT Avnet Inc.
+2.35%
+$5,669.16 
CVX Chevron Corporation
+2.35%
+$10,138.36 
MRVL Marvell Technology, Inc.
+2.32%
+$10,321.98 
FAST Fastenal Co.
+2.25%
+$10,547.25 
WDC Western Digital Corporation
+2.21%
+$6,785.03 
UNFI United Natural Foods Inc.
+2.21%
+$9,801 
TTEK Tetra Tech, Inc.
+2.19%
+$6,677.55 
CDNS Cadence Design Systems, Inc.
+2.16%
+$7,394.38 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$10,083.71 
CSCO Cisco Systems, Inc.
+2.14%
+$26,037.45 
KEYS Keysight Technologies, Inc.
+2.04%
+$4,332.41 
PD PagerDuty Inc.
+2.02%
+$16,488.78 
JCI Johnson Controls International plc
+1.93%
+$20,016 
PANW Palo Alto Networks, Inc.
+1.89%
+$7,429.2 
FIX Comfort Systems USA, Inc.
+1.88%
+$10,096.44 
CRM Salesforce Inc
+1.83%
+$9,420.24 
HUBS HubSpot, Inc.
+1.83%
+$4,898.99 
ORCL Oracle Corporation
+1.81%
+$47,616.03 
HWM Howmet Aerospace Inc.
+1.8%
+$4,631.41 
ARW Arrow Electronics Inc.
+1.75%
+$11,390.64 
HCA HCA Healthcare Inc.
+1.72%
+$7,921.99 
FLEX Flex Ltd.
+1.64%
+$15,621.6 
HPE Hewlett Packard Enterprise Company
+1.61%
+$8,011.16 
ITT Itt Inc.
+1.54%
+$5,355.06 
WIT Wipro Limited American Depositary Receipt
+1.54%
+$3,128.97 
HPQ HP Inc.
+1.53%
+$9,656.73 
VZ Verizon Communications Inc.
+1.52%
+$11,516.4 
SAP SAP SE Sponsored ADR
+1.51%
+$4,074.38 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,125.76 
PH Parker-Hannifin Corporation
+1.43%
+$4,039.57 
PWR Quanta Services Inc.
+1.43%
+$16,011.68 
GE General Electric Company
+1.42%
+$3,314.77 
KLAC KLA Corporation
+1.38%
+$4,511.9 
TILE Interface Inc.
+1.36%
+$6,002.08 
CIEN Ciena Corporation
+1.34%
+$4,367.44 
CAH Cardinal Health Inc.
+1.3%
+$4,212.07 
PL PLANET LABS PBC
+1.29%
+$1,922.96 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$3,011.4 
NMR Nomura Holdings Inc. Sponsored ADR
+1.25%
+$5,166 
CMCSA Comcast Corp
+1.23%
+$2,668.29 
ESE Esco Technologies Inc.
+1.21%
+$3,556.98 
FELE Franklin Electric Co., Inc.
+1.21%
+$4,371.25 
AMAT Applied Materials, Inc.
+1.18%
+$23,588.28 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$15,913.2 
MSI Motorola Solutions, Inc.
+1.14%
+$4,658.84 
TCOM Trip.com Group Limited American Depositary Receipt
+1.14%
+$2,749.1 
BG Bunge Global S.A.
+1.1%
+$4,593.6 
VUG Vanguard Growth ETF
+1.1%
+$11,634.3 
NOW ServiceNow, Inc.
+1.05%
+$4,927.68 
URI United Rentals, Inc.
+0.99%
+$2,359.86 
VIPS Vipshop Holdings Ltd - ADR
+0.99%
+$5,103.45 
ADP Automatic Data Processing Inc.
+0.98%
+$8,663.52 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,467.68 
OEF iShares S&P 100 ETF
+0.95%
+$5,093.1 
RBBN Ribbon Communications Inc.
+0.94%
+$521.82 
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.92%
+$202.26 
UNP Union Pacific Corporation
+0.92%
+$3,818.11 
ORA Ormat Technologies Inc.
+0.9%
+$7,025.25 
ZD Ziff Davis, Inc.
+0.89%
+$5,545.08 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$2,049.12 
IBM International Business Machines Corporation
+0.86%
+$2,270.97 
GEV GE Vernova Inc.
+0.85%
+$4,753.32 
CP Canadian Pacific Kansas City Limited
+0.83%
+$2,189.27 
RNW Renew Energy Global Plc
+0.81%
+$3,539.1 
EMR Emerson Electric Co.
+0.79%
+$2,404.86 
FORM FormFactor Inc.
+0.78%
+$2,077.06 
TSLA Tesla, Inc.
+0.76%
+$7,610.94 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,776.8 
STT State Street Corp
+0.73%
+$6,143.85 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,732.07 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$48,711.74 
MYRG Myr Group Inc.
+0.72%
+$4,648.14 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,254.87 
NRGV Energy Vault Holdings Inc.
+0.71%
+$927.68 
CAT Caterpillar Inc.
+0.7%
+$5,210.72 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,366.55 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$23,856.04 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,785.28 
CARR Carrier Global Corporation
+0.68%
+$2,530.92 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$3,520.66 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$2,004.29 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$408,439.58 
INFY Infosys Limited
+0.67%
+$1,674.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,682.2 
IWB iShares Russell 1000 ETF
+0.64%
+$3,304.99 
SYY Sysco Corporation
+0.63%
+$1,624.98 
KE Kimball Electronics Inc.
+0.61%
+$1,692 
YELP Yelp Inc.
+0.61%
+$1,850.72 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$3,954.37 
GEN Gen Digital Inc.
+0.59%
+$2,512.96 
VSCO Victoria's Secret & Co.
+0.58%
+$1,277.04 
AVUS Avantis U.S. Equity ETF
+0.57%
+$1,536.48 
CECO CECO Environmental Corp.
+0.53%
+$994 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,178.14 
EXC Exelon Corporation
+0.53%
+$1,057.44 
STX Seagate Technology Holdings plc
+0.52%
+$1,855.65 
DVA DaVita Inc.
+0.52%
+$1,522.74 
UMC United Microelectronics Corp. Sponsored ADR
+0.47%
+$3,555.94 
AXON Axon Enterprise, Inc.
+0.47%
+$981.55 
BMO Bank of Montreal
+0.47%
+$7,155.43 
OSPN OneSpan Inc.
+0.45%
+$1,397.55 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,966.92 
EBAY eBay Inc.
+0.43%
+$1,370.05 
CSX CSX Corporation
+0.42%
+$2,583.84 
RKLB Rocket Lab Corporation
+0.42%
+$1,234.98 
PFE Pfizer Inc.
+0.4%
+$2,643.9 
ICHR Ichor Holdings Ltd.
+0.4%
+$761.7 
ASB Associated Banc-Corp
+0.39%
+$1,688.16 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$1,887.8 
AVGO Broadcom Inc.
+0.37%
+$8,271.36 
PG Procter & Gamble Co
+0.37%
+$2,186.25 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,945.42 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$23,750.56 
BAC Bank of America Corporation
+0.36%
+$2,407.46 
RF Regions Financial Corporation
+0.32%
+$1,082.1 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$46,730.86 
MRK Merck & Co., Inc.
+0.32%
+$4,719.63 
VIV Telefonica Brasil S.A. ADR
+0.31%
+$2,030.2 
DOV Dover Corporation
+0.27%
+$711.2 
JPM JPMorgan Chase & Co.
+0.27%
+$5,034.64 
TIMB TIM S.A. Sponsored ADR
+0.26%
+$2,274.45 
TWST Twist Bioscience Corporation
+0.24%
+$491.92 
WCC Wesco International Inc.
+0.24%
+$1,439.88 
CM Canadian Imperial Bank of Commerce
+0.24%
+$901.04 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$16,128.24 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$4,829.97 
JNJ Johnson & Johnson
+0.21%
+$9,439.3 
CMI Cummins Inc.
+0.19%
+$756.42 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$1,222 
MS Morgan Stanley
+0.17%
+$2,910.98 
RDY Dr. Reddy's Laboratories Ltd.
+0.17%
+$350.98 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,128.99 
XPEV Xpeng Inc.
+0.15%
+$576.66 
CB Chubb Limited
+0.15%
+$428.77 
DELL Dell Technologies Inc.
+0.14%
+$2,175.6 
TD The Toronto-Dominion Bank
+0.13%
+$365.12 
XYL Xylem Inc.
+0.13%
+$1,369.5 
BY Byline Bancorp Inc.
+0.13%
+$558.95 
BDX Becton, Dickinson and Company
+0.1%
+$264.86 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$77,349.1 
UCTT Ultra Clean Holdings, Inc.
+0.1%
+$213.36 
WMT Walmart Inc.
+0.09%
+$386.21 
ABT Abbott Laboratories
+0.09%
+$697.59 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$286.93 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.05%
+$11,857.84 
USFD US Foods Holding Corp
+0.04%
+$112.08 
DIS The Walt Disney Company
+0.03%
+$68.07 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$49.04 
ILMN Illumina, Inc.
+0.01%
+$34.88 
AEG Aegon N.V.
0%
$0 
GTLS Chart Industries Inc.
0%
$0 
HBM Hudbay Minerals Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$71,655.51 
AAPL Apple Inc.
-7.35%
-$1.49M 
NXT Nextracker Inc.
-7.25%
-$49,758.34 
CLS Celestica Inc.
-6%
-$56,872.35 
MU Micron Technology, Inc.
-5.9%
-$78,012.84 
SNDK SanDisk Corporation
-5.09%
-$5,861.7 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-4.96%
-$12,489.9 
LAD Lithia Motors Inc.
-4.84%
-$20,884.64 
TGB Taseko Mines Ltd.
-4.38%
-$19,902.31 
WPM Wheaton Precious Metals Corp.
-3.84%
-$89,644.82 
AEM Agnico Eagle Mines Limited
-3.63%
-$35,444.64 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-3.35%
-$21,187.1 
CI The Cigna Group
-2.99%
-$24,676.29 
EZBC Franklin Bitcoin ETF
-2.86%
-$10,700 
AYI Acuity Brands Inc.
-2.8%
-$11,768.24 
RKT Rocket Companies, Inc. Class A
-2.71%
-$9,848.16 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-2.7%
-$70,282.02 
PSO Pearson plc Sponsored ADR
-2.7%
-$22,960.91 
QCOM QUALCOMM Incorporated
-2.63%
-$8,913.68 
ABBV AbbVie Inc.
-2.51%
-$51,947.63 
KBH KB Home
-2.45%
-$11,586.48 
BIIB Biogen Inc.
-2.4%
-$23,943.79 
SGI Somnigroup International Inc.
-2.3%
-$4,453.68 
KT KT Corporation
-2.11%
-$7,824.96 
CCJ Cameco Corporation
-2.1%
-$3,790.65 
PAAS Pan American Silver Corp.
-2.09%
-$7,817.23 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$10,998.01 
BMBL Bumble Inc.
-2.06%
-$633.66 
PRKS United Parks & Resorts Inc.
-2%
-$6,318.13 
WSM Williams-Sonoma, Inc.
-2%
-$7,045.94 
WF Woori Financial Group Inc. Sponsored ADR
-1.95%
-$29,279.64 
AWK American Water Works Company, Inc.
-1.93%
-$7,537.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$88,953.67 
JLL Jones Lang LaSalle Inc.
-1.85%
-$12,001.86 
CBRE CBRE Group Inc.
-1.77%
-$21,857.28 
UNH UnitedHealth Group Incorporated
-1.68%
-$10,619.16 
LRCX Lam Research Corporation
-1.58%
-$8,173.32 
UTHR United Therapeutics Corporation
-1.54%
-$3,041.25 
BZH Beazer Homes USA Inc.
-1.5%
-$11,202.43 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$3,570 
CIB Bancolombia S.A.
-1.46%
-$13,652.05 
NVS Novartis AG Sponsored ADR
-1.45%
-$19,723.86 
CAL Caleres Inc.
-1.38%
-$1,832.22 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$17,435.83 
SEDG SolarEdge Technologies Inc.
-1.34%
-$5,274.64 
TM Toyota Motor Corporation
-1.28%
-$3,463.67 
HSY The Hershey Company
-1.23%
-$3,758.31 
UBS UBS Group AG
-1.22%
-$11,779.3 
TJX The TJX Companies, Inc.
-1.21%
-$3,820.78 
SHW The Sherwin-Williams Company
-1.16%
-$3,323.66 
OMC Omnicom Group Inc.
-1.14%
-$9,553.18 
DE Deere & Company
-1.13%
-$5,643.99 
TXN Texas Instruments Inc
-1.08%
-$2,660.64 
LOW Lowe's Companies Inc.
-1.08%
-$7,218.61 
MCK McKesson Corporation
-1.08%
-$4,837.09 
SABR Sabre Corporation
-1.07%
-$271.3 
HTO SJW Group
-1.03%
-$7,476.48 
INTC Intel Corporation
-1.02%
-$6,306.33 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
-1.02%
-$7,845.1 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$4,261.9 
XOM Exxon Mobil Corporation
-0.97%
-$7,871.85 
UPWK Upwork Inc.
-0.97%
-$2,573.91 
MET MetLife Inc.
-0.97%
-$4,162.32 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$3,670.8 
WAL Western Alliance Bancorporation
-0.94%
-$2,471.52 
HALO Halozyme Therapeutics Inc.
-0.91%
-$2,552.08 
LNC Lincoln National Corporation
-0.89%
-$3,063.52 
PGR Progressive Corporation
-0.87%
-$3,980.4 
VGSR Vert Global Sustainable Real Estate ETF
-0.87%
-$1.13M 
MTH Meritage Homes Corporation
-0.86%
-$5,700.45 
GILD Gilead Sciences Inc.
-0.81%
-$6,534.43 
AUPH Aurinia Pharmaceuticals Inc.
-0.8%
-$1,657.68 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$6,570.98 
UNM Unum Group
-0.76%
-$1,685.64 
SPGI S&P Global Inc.
-0.74%
-$3,576.56 
MA Mastercard Incorporated
-0.74%
-$4,522 
ANF Abercrombie & Fitch Co.
-0.72%
-$2,687.04 
RPM RPM International Inc.
-0.7%
-$1,513.16 
ELPC Companhia Paranaense de Energia – Copel American Depositary Receipt
-0.68%
-$2,629.44 
RCI Rogers Communications Inc.
-0.68%
-$1,421.41 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$3,221.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$7,868.2 
AMGN Amgen Inc.
-0.64%
-$2,757.77 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$2,414.63 
GS The Goldman Sachs Group, Inc.
-0.63%
-$8,307.35 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$4,231.69 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$4,965.11 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$169,479.8 
GTM ZoomInfo Technologies Inc.
-0.6%
-$227.72 
DAR Darling Ingredients Inc.
-0.59%
-$1,955.52 
HRB H&R Block Inc.
-0.59%
-$3,437.21 
LLY Eli Lilly and Company
-0.53%
-$9,244.04 
PHG Koninklijke Philips N.V.
-0.53%
-$7,284.34 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$35,810.94 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$3,139.95 
PIPR Piper Sandler Companies
-0.5%
-$1,308.72 
ALL Allstate Corporation
-0.49%
-$1,235.01 
IWM iShares Russell 2000 ETF
-0.47%
-$2,362.98 
DFIV Dimensional International Value ETF
-0.47%
-$4,707.18 
PEP PepsiCo, Inc.
-0.46%
-$1,086.08 
TRV The Travelers Companies, Inc.
-0.43%
-$3,610.45 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,205.37 
BAP Credicorp Ltd.
-0.42%
-$2,002.65 
HD The Home Depot, Inc.
-0.42%
-$802.04 
AXP American Express Company
-0.38%
-$2,254.23 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$5,152.2 
UVSP Univest Financial Corporation
-0.36%
-$790.08 
TME Tencent Music Entertainment Group
-0.32%
-$833.58 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$446,863.76 
RY Royal Bank of Canada
-0.29%
-$1,532.35 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.25%
-$119,568.68 
HUBB Hubbell Inc.
-0.24%
-$779.77 
FISV Fiserv, Inc.
-0.24%
-$764.4 
COST Costco Wholesale Corporation
-0.24%
-$3,944.35 
ACCO Acco Brands Corporation
-0.24%
-$778.81 
HBAN Huntington Bancshares Incorporated
-0.23%
-$684.78 
IX Orix Corporation Sponsored ADR
-0.22%
-$712.08 
VB Vanguard Small-Cap ETF
-0.22%
-$2,111.28 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$537.68 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.21%
-$6,877.56 
KR Kroger Co.
-0.21%
-$716.04 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$3,383.1 
NTRS Northern Trust Corporation
-0.17%
-$510.38 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$1,738.25 
FITB Fifth Third Bancorp
-0.16%
-$763.02 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$112,661.45 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,923.84 
QCRH QCR Holdings Inc.
-0.14%
-$511.79 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$264.45 
BNS Bank of Nova Scotia
-0.08%
-$547.12 
KFRC Kforce Inc.
-0.07%
-$406.76 
WTFC Wintrust Financial Corporation
-0.07%
-$625.24 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$936.48 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.06%
-$122.36 
V Visa Inc. Class A
-0.04%
-$215.58 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$389.52 
TMHC Taylor Morrison Home Corporation
-0.03%
-$355.14 
JSTC Adasina Social Justice All Cap Global ETF
-0.03%
-$17,661.88 
AMAL Amalgamated Financial Corp.
-0.02%
-$444.06 Events
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Dividends
Dividend Analysis
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| Trades 2845 | Longs Won 1811/2845 63% | Profit Factor 6.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $608,868.76 |
| Average Win $153,557.95 | Best Trade (Aug 17) $18.6M | Sharpe Ratio -9.35 |
| Average Loss -$41,691.63 | Worst Trade (Jun 29) -$6.23M | Z-Score 7.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 3d | Expectancy $82,595.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAMI Acadian Asset Management Inc. | 6,308 | $296,461.44 | $545,578.92 | - | $249,117.48 | 84.03% | +3.026% |
| AAPL Apple Inc. | 60,763 | $15.72M | $18.77M | - | $3.05M | 19.37% | -7.354% |
| ABBV AbbVie Inc. | 8,029 | $1.83M | $2.01M | - | $182,132.11 | 9.94% | -2.513% |
| ABT Abbott Laboratories | 7,751 | $971,111.01 | $819,280.7 | - | -$151,830.31 | -15.63% | +0.085% |
| ACCO Acco Brands Corporation | 77,881 | $319,140.07 | $328,657.82 | - | $9,517.75 | 2.98% | -0.236% |
| ADP Automatic Data Processing Inc. | 3,345 | $860,434.52 | $891,308.67 | - | $30,874.15 | 3.59% | +0.982% |
| AEG Aegon N.V. | 86,070 | $663,209.95 | $812,500.8 | - | $149,290.85 | 22.51% | 0.0 |
| AEM Agnico Eagle Mines Limited | 6,468 | $1.1M | $939,606.36 | - | -$156,946.49 | -14.31% | -3.635% |
| ALL Allstate Corporation | 950 | $225,973 | $250,875.99 | - | $24,902.99 | 11.02% | -0.49% |
| AMAL Amalgamated Financial Corp. | 44,406 | $1.45M | $2.19M | - | $744,842.63 | 51.44% | -0.02% |
| AMAT Applied Materials, Inc. | 3,998 | $1.06M | $2.03M | - | $969,624.41 | 91.47% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 9,627 | $1.91M | $4.58M | - | $2.67M | 139.38% | -1.904% |
| AMGN Amgen Inc. | 1,112 | $367,306.36 | $428,297.92 | - | $60,991.56 | 16.61% | -0.64% |
| AMZN Amazon.com Inc | 11,109 | $2.56M | $3.02M | - | $452,802.8 | 17.66% | +15.321% |
| ANET Arista Networks, Inc. | 4,379 | $572,707.43 | $789,752.69 | - | $217,045.26 | 37.9% | +5.456% |
| ANF Abercrombie & Fitch Co. | 3,732 | $468,366.61 | $371,483.28 | - | -$96,883.33 | -20.69% | -0.718% |
| ARW Arrow Electronics Inc. | 3,062 | $359,269.42 | $663,137.37 | - | $303,867.95 | 84.58% | +1.748% |
| ASB Associated Banc-Corp | 14,068 | $362,471.72 | $434,419.84 | - | $71,948.12 | 19.85% | +0.39% |
| ASML ASML Holding N.V. New York Registry Shares | 777 | $831,281.26 | $1.27M | - | $434,451.74 | 52.26% | -1.359% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 39,783 | $660,655.42 | $1.4M | - | $738,512.69 | 111.78% | +1.15% |
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FAQ
Which stocks have generated the highest profits for Jorge Paganin?
The largest contributions to the portfolio's profits come from the following stocks: Vert Global Sustainable Real Estate ETF - $16.95M, Dimensional US Targeted Value ETF - $16.36M, Dimensional Global Sustainability Fixed Income ETF - $15.23M, Dimensional International Small Cap Equity Fund - $9.41M, and NVIDIA Corporation - $6.23M. 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: Figure Technology Solutions Inc Cl A - $6.23M, Danimer Scientific Inc - $2.19M, Zendesk Inc - $589,239.19, Salesforce Inc - $569,279.72, and Tesla, Inc - $454,912.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jorge Paganin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $58.62M earned over time. The largest contributors to dividend income include Dimensional Global Sustainability Fixed Income ETF - $14.32M, Vert Global Sustainable Real Estate ETF - $12.73M, Dimensional US Targeted Value ETF - $5.33M, Nuveen ESG Small-Cap ETF - $3.81M, and Nuveen ESG Mid-Cap Value ETF - $3.64M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jorge Paganin's monthly returns?
Jorge Paganin'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 Jorge Paganin's strategy be considered aggressive or moderate?
Jorge Paganin's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jorge Paganin's strategy?
Jorge Paganin's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
