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:
103.1%
Gain -0.87%
Monthly
1.02%
Yearly
12.98%
Drawdown
32.36%
$929.75M
Equity
Holdings
$929.75M
Investment
$768.98M
$215.5M
Profit -$3.39M
Realized
$54.73M
Unrealized
$160.77M
Dividends
$60.72M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.87%
Profit
-$3.39M
Win %
74%
This Week
Compared To Last Week
Gain
-0.7%
Profit
-$6.59M
Win %
74%
This Month
Compared to last month
Gain
0.44%
Profit
$4.05M
Win %
74%
This Year
Compared to last year
Gain
-1.84%
Profit
-$17.47M
Win %
67%
MTDR Matador Resources Company
+5.1%
+$12,962.94 
SEDG SolarEdge Technologies Inc.
+3.34%
+$9,889.95 
WIT Wipro Limited American Depositary Receipt
+3.21%
+$6,257.94 
MSI Motorola Solutions, Inc.
+2.49%
+$10,735.19 
PEP PepsiCo, Inc.
+2.11%
+$4,598.87 
CVX Chevron Corporation
+1.89%
+$9,297.21 
CMCSA Comcast Corp
+1.86%
+$3,726.41 
PSO Pearson plc Sponsored ADR
+1.85%
+$16,121.49 
TJX The TJX Companies, Inc.
+1.83%
+$5,273.5 
EXC Exelon Corporation
+1.81%
+$3,392.62 
PHG Koninklijke Philips N.V.
+1.71%
+$22,633.49 
TM Toyota Motor Corporation
+1.62%
+$4,371.84 
ELPC Companhia Paranaense de Energia – Copel American Depositary Receipt
+1.57%
+$7,066.62 
XOM Exxon Mobil Corporation
+1.5%
+$13,479.95 
GE General Electric Company
+1.46%
+$3,008.34 
JPM JPMorgan Chase & Co.
+1.42%
+$25,494.56 
IX Orix Corporation Sponsored ADR
+1.4%
+$4,035.12 
HSY The Hershey Company
+1.33%
+$3,861.76 
ALL Allstate Corporation
+1.32%
+$3,011.49 
DAR Darling Ingredients Inc.
+1.3%
+$4,291.28 
COST Costco Wholesale Corporation
+1.28%
+$21,720.13 
XYL Xylem Inc.
+1.22%
+$11,535.75 
MET MetLife Inc.
+1.21%
+$5,380.02 
HWM Howmet Aerospace Inc.
+1.17%
+$2,399.4 
MRK Merck & Co., Inc.
+1.16%
+$19,396.03 
DOV Dover Corporation
+1.15%
+$2,844.81 
AWK American Water Works Company, Inc.
+1.14%
+$4,339.6 
VIV Telefonica Brasil S.A. ADR
+1.14%
+$7,105.7 
PGR Progressive Corporation
+1.11%
+$5,093.2 
CMI Cummins Inc.
+1.06%
+$3,496.81 
LOW Lowe's Companies Inc.
+1.03%
+$6,391.8 
HD The Home Depot, Inc.
+1.01%
+$1,803.13 
VZ Verizon Communications Inc.
+0.98%
+$7,156.62 
BY Byline Bancorp Inc.
+0.98%
+$4,024.44 
PG Procter & Gamble Co
+0.97%
+$6,269.99 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.95%
+$4,836.06 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+0.93%
+$23,642.3 
KR Kroger Co.
+0.93%
+$3,460.86 
LLY Eli Lilly and Company
+0.91%
+$17,161.06 
ING ING Groep N.V. Sponsored ADR
+0.89%
+$11,490.84 
TILE Interface Inc.
+0.88%
+$4,110.12 
WAL Western Alliance Bancorporation
+0.86%
+$2,081.28 
TXN Texas Instruments Inc
+0.85%
+$2,079.16 
CARR Carrier Global Corporation
+0.84%
+$2,771.96 
HIG The Hartford Insurance Group, Inc.
+0.8%
+$6,138.66 
TT Trane Technologies plc
+0.77%
+$3,646.49 
ORA Ormat Technologies Inc.
+0.77%
+$5,571.75 
TCOM Trip.com Group Limited American Depositary Receipt
+0.76%
+$1,582.04 
ABBV AbbVie Inc.
+0.75%
+$17,101.85 
AAPL Apple Inc.
+0.74%
+$154,338.02 
CI The Cigna Group
+0.74%
+$6,362.52 
FISV Fiserv, Inc.
+0.72%
+$1,999.2 
AVSD Avantis Responsible International Equity ETF
+0.71%
+$5,577.11 
LNC Lincoln National Corporation
+0.7%
+$2,092.17 
ASB Associated Banc-Corp
+0.69%
+$2,813.6 
BNY BlackRock New York Municipal Income Trust
+0.69%
+$4,425.68 
FAST Fastenal Co.
+0.67%
+$3,365.07 
JNJ Johnson & Johnson
+0.65%
+$29,386.5 
WMT Walmart Inc.
+0.6%
+$2,742.02 
RY Royal Bank of Canada
+0.6%
+$2,951.63 
DFIV Dimensional International Value ETF
+0.6%
+$5,840.39 
DIS The Walt Disney Company
+0.6%
+$1,497.54 
CB Chubb Limited
+0.59%
+$1,690.8 
BRK-B Berkshire Hathaway Inc.
+0.58%
+$16,442.03 
V Visa Inc. Class A
+0.58%
+$3,588.2 
BRK-A Berkshire Hathaway Inc.
+0.58%
+$13,812.03 
GEV GE Vernova Inc.
+0.58%
+$3,065.92 
PH Parker-Hannifin Corporation
+0.57%
+$1,611.12 
NVS Novartis AG Sponsored ADR
+0.53%
+$6,890.4 
SPGI S&P Global Inc.
+0.53%
+$2,632.9 
HSBC HSBC Holdings plc Sponsored ADR
+0.53%
+$3,158 
ASML ASML Holding N.V. New York Registry Shares
+0.52%
+$6,670.59 
TD The Toronto-Dominion Bank
+0.5%
+$1,369.2 
FITB Fifth Third Bancorp
+0.5%
+$2,119.5 
QCRH QCR Holdings Inc.
+0.49%
+$1,667.79 
AXP American Express Company
+0.48%
+$2,698 
HTO SJW Group
+0.48%
+$3,241.76 
PFE Pfizer Inc.
+0.48%
+$3,701.46 
PAAS Pan American Silver Corp.
+0.46%
+$1,699.4 
BAP Credicorp Ltd.
+0.46%
+$2,097.44 
MCK McKesson Corporation
+0.45%
+$2,325.12 
DFSI Dimensional International Sustainability Core 1 ETF
+0.43%
+$118,030.57 
BAC Bank of America Corporation
+0.43%
+$2,407.46 
AEG Aegon N.V.
+0.42%
+$3,012.45 
BMI Badger Meter Inc.
+0.42%
+$3,283.35 
RPM RPM International Inc.
+0.38%
+$756.58 
BMO Bank of Montreal
+0.37%
+$5,258.81 
AMGN Amgen Inc.
+0.37%
+$1,768.08 
AYI Acuity Brands Inc.
+0.37%
+$1,374.62 
CM Canadian Imperial Bank of Commerce
+0.36%
+$1,287.2 
UVSP Univest Financial Corporation
+0.35%
+$716.01 
RDY Dr. Reddy's Laboratories Ltd.
+0.35%
+$789.71 
TRV The Travelers Companies, Inc.
+0.35%
+$2,945.93 
ADP Automatic Data Processing Inc.
+0.34%
+$3,244.68 
RF Regions Financial Corporation
+0.33%
+$973.89 
WF Woori Financial Group Inc. Sponsored ADR
+0.31%
+$4,701.84 
TBBK The Bancorp, Inc.
+0.31%
+$677.66 
BNS Bank of Nova Scotia
+0.31%
+$2,188.48 
UNM Unum Group
+0.3%
+$702.35 
RNW Renew Energy Global Plc
+0.28%
+$1,373.17 
DISV Dimensional International Small Cap Equity Fund
+0.28%
+$19,533.24 
WTFC Wintrust Financial Corporation
+0.27%
+$2,159.98 
DFAI Dimensional International Core Equity Market ETF
+0.27%
+$983.73 
HALO Halozyme Therapeutics Inc.
+0.25%
+$1,007.4 
HBAN Huntington Bancshares Incorporated
+0.23%
+$599.2 
GVA Granite Construction Incorporated
+0.22%
+$553.68 
RCI Rogers Communications Inc.
+0.22%
+$432.6 
VGSR Vert Global Sustainable Real Estate ETF
+0.21%
+$251,151.55 
NTRS Northern Trust Corporation
+0.21%
+$558.25 
BIIB Biogen Inc.
+0.18%
+$2,067.39 
DFGR Dimensional Global Real Estate ETF
+0.18%
+$1,046.65 
TME Tencent Music Entertainment Group
+0.17%
+$416.79 
BMBL Bumble Inc.
+0.17%
+$105.61 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.16%
+$755.12 
BZH Beazer Homes USA Inc.
+0.15%
+$1,143.1 
DFUV Dimensional US Marketwide Value ETF
+0.12%
+$8,736.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$1,339.28 
CAH Cardinal Health Inc.
+0.1%
+$355.74 
VIG Vanguard Dividend Appreciation ETF
+0.1%
+$1,331.45 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.09%
+$206.41 
AMAL Amalgamated Financial Corp.
+0.09%
+$1,900.58 
DFAT Dimensional US Targeted Value ETF
+0.09%
+$61,451.7 
URI United Rentals, Inc.
+0.07%
+$170.94 
OGN Organon & Co.
+0.07%
+$254.67 
LAD Lithia Motors Inc.
+0.07%
+$207.68 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$286.93 
ABT Abbott Laboratories
+0.05%
+$426.31 
UBS UBS Group AG
+0.04%
+$362.44 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$92.2 
BMY Bristol-Myers Squibb Company
+0.02%
+$52.59 
MA Mastercard Incorporated
+0.01%
+$85.11 
FORM FormFactor Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TWST Twist Bioscience Corporation
-7.96%
-$25,714.02 
PANW Palo Alto Networks, Inc.
-7.76%
-$34,729.99 
FTNT Fortinet Inc.
-7.63%
-$39,627.4 
GTM ZoomInfo Technologies Inc.
-6.45%
-$2,997.93 
PD PagerDuty Inc.
-6.35%
-$85,977.21 
FLEX Flex Ltd.
-6.04%
-$50,515.5 
RKLB Rocket Lab Corporation
-6.04%
-$15,254.29 
RBBN Ribbon Communications Inc.
-5.99%
-$2,217.74 
STX Seagate Technology Holdings plc
-5.67%
-$16,342.23 
HPE Hewlett Packard Enterprise Company
-5.63%
-$34,785.3 
PL PLANET LABS PBC
-5.57%
-$5,990.76 
NOW ServiceNow, Inc.
-5.3%
-$33,474.28 
HUBS HubSpot, Inc.
-5.29%
-$14,524.5 
SABR Sabre Corporation
-5.03%
-$1,220.85 
CIEN Ciena Corporation
-4.78%
-$14,935.3 
WDC Western Digital Corporation
-4.75%
-$9,729.01 
SNDK SanDisk Corporation
-4.56%
-$5,721.12 
AXON Axon Enterprise, Inc.
-4.41%
-$7,347.59 
UCTT Ultra Clean Holdings, Inc.
-4.17%
-$6,214.11 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-4.01%
-$66,835.44 
LITE Lumentum Holdings Inc.
-3.95%
-$10,957.64 
INTC Intel Corporation
-3.92%
-$25,360.94 
STRL Sterling Infrastructure, Inc.
-3.77%
-$12,852 
ORCL Oracle Corporation
-3.76%
-$104,198.71 
MU Micron Technology, Inc.
-3.71%
-$52,129.48 
ICHR Ichor Holdings Ltd.
-3.6%
-$4,265.52 
AMD Advanced Micro Devices, Inc.
-3.52%
-$190,614.41 
ANET Arista Networks, Inc.
-3.49%
-$28,332.13 
CLS Celestica Inc.
-3.39%
-$28,745.41 
SNPS Synopsys, Inc.
-3.33%
-$12,269.15 
UMC United Microelectronics Corp. Sponsored ADR
-3.3%
-$27,261.9 
EFOR Everforth, Inc.
-3.25%
-$17,883.35 
AVGO Broadcom Inc.
-3.12%
-$61,633.06 
OSPN OneSpan Inc.
-3.11%
-$11,080.58 
LRCX Lam Research Corporation
-2.92%
-$14,077.19 
MRVL Marvell Technology, Inc.
-2.89%
-$16,888.33 
UPWK Upwork Inc.
-2.86%
-$7,149.75 
MOD Modine Manufacturing Company
-2.8%
-$4,111.73 
CRM Salesforce Inc
-2.77%
-$19,438.21 
DELL Dell Technologies Inc.
-2.71%
-$49,922.29 
UNFI United Natural Foods Inc.
-2.67%
-$11,493.9 
CECO CECO Environmental Corp.
-2.64%
-$4,544 
HPQ HP Inc.
-2.63%
-$19,077.93 
NRGV Energy Vault Holdings Inc.
-2.62%
-$3,710.72 
CRDO Credo Technology Group Holding Ltd.
-2.61%
-$12,992.02 
META Meta Platforms Inc Class A
-2.56%
-$38,098.47 
AMAT Applied Materials, Inc.
-2.56%
-$44,018.02 
RUN Sunrun Inc.
-2.55%
-$8,584.29 
KLAC KLA Corporation
-2.44%
-$7,719.14 
XPEV Xpeng Inc.
-2.44%
-$6,775.76 
ILMN Illumina, Inc.
-2.3%
-$21,472.66 
ZD Ziff Davis, Inc.
-2.06%
-$14,182.38 
MSFT Microsoft Corp.
-1.97%
-$209,783.05 
VIPS Vipshop Holdings Ltd - ADR
-1.86%
-$8,335.64 
CCJ Cameco Corporation
-1.85%
-$3,155.46 
YELP Yelp Inc.
-1.84%
-$4,337.62 
AVT Avnet Inc.
-1.83%
-$4,718.46 
CSCO Cisco Systems, Inc.
-1.79%
-$21,054.97 
GEN Gen Digital Inc.
-1.77%
-$6,910.64 
GOOGL Alphabet Inc
-1.76%
-$70,294.83 
KEYS Keysight Technologies, Inc.
-1.73%
-$4,013.75 
EBAY eBay Inc.
-1.68%
-$5,787.72 
ETN Eaton Corporation plc
-1.68%
-$21,650.49 
KFRC Kforce Inc.
-1.67%
-$8,796.18 
GOOG Alphabet Inc
-1.64%
-$40,483.8 
QQQ Invesco QQQ Trust, Series 1
-1.61%
-$17,698.8 
ARW Arrow Electronics Inc.
-1.59%
-$10,701.69 
TSLA Tesla, Inc.
-1.53%
-$17,882.62 
VSXY Victoria's Secret & Co.
-1.51%
-$3,430.48 
FSLR First Solar, Inc.
-1.5%
-$3,731.62 
DE Deere & Company
-1.49%
-$8,038.53 
NUEM Nuveen ESG Emerging Markets Equity Fund
-1.42%
-$358,836.8 
PWR Quanta Services Inc.
-1.38%
-$15,141.09 
BDX Becton, Dickinson and Company
-1.36%
-$4,113.1 
HCA HCA Healthcare Inc.
-1.35%
-$7,356.98 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$4,518.88 
IWF iShares Russell 1000 Growth ETF
-1.33%
-$5,148 
FIX Comfort Systems USA, Inc.
-1.32%
-$6,200.53 
VUG Vanguard Growth ETF
-1.31%
-$14,761.8 
STT State Street Corp
-1.3%
-$9,995.35 
MYRG Myr Group Inc.
-1.27%
-$7,108.94 
AUPH Aurinia Pharmaceuticals Inc.
-1.25%
-$2,900.94 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-1.25%
-$3,082.95 
CBRE CBRE Group Inc.
-1.25%
-$13,939.12 
CDNS Cadence Design Systems, Inc.
-1.22%
-$4,072.05 
RKT Rocket Companies, Inc. Class A
-1.22%
-$3,693.06 
MTH Meritage Homes Corporation
-1.2%
-$6,775.12 
IWM iShares Russell 2000 ETF
-1.18%
-$5,524.98 
UNH UnitedHealth Group Incorporated
-1.18%
-$7,179.58 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.15%
-$2,653.64 
VECO Veeco Instruments Inc.
-1.13%
-$2,599.47 
IEMG iShares Core MSCI Emerging Markets ETF
-1.1%
-$2,659.97 
QCOM QUALCOMM Incorporated
-1.09%
-$4,356.28 
VRTX Vertex Pharmaceuticals Incorporated
-1.07%
-$4,333.14 
AMZN Amazon.com Inc
-1.02%
-$28,827.74 
ITT Itt Inc.
-1%
-$3,629.93 
VWO Vanguard FTSE Emerging Markets ETF
-1%
-$4,707.02 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.98%
-$144,643.14 
AZN AstraZeneca PLC American Depositary Shares
-0.97%
-$4,048.78 
USFD US Foods Holding Corp
-0.96%
-$2,717.94 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-0.94%
-$5,865.85 
VB Vanguard Small-Cap ETF
-0.9%
-$8,301.41 
ESGV Vanguard ESG U.S. Stock ETF
-0.9%
-$2,758.7 
JLL Jones Lang LaSalle Inc.
-0.88%
-$4,897.64 
JSTC Adasina Social Justice All Cap Global ETF
-0.86%
-$574,010.97 
NUSC Nuveen ESG Small-Cap ETF
-0.83%
-$634,262.62 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.8%
-$27,223.67 
WCC Wesco International Inc.
-0.78%
-$4,723.64 
TGB Taseko Mines Ltd.
-0.74%
-$3,852.06 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
-0.73%
-$5,224.23 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$7,139.2 
KT KT Corporation
-0.73%
-$2,708.64 
HRI Herc Holdings Inc.
-0.72%
-$1,532.58 
SAP SAP SE Sponsored ADR
-0.72%
-$2,401.51 
KE Kimball Electronics Inc.
-0.72%
-$2,143.2 
EMR Emerson Electric Co.
-0.7%
-$2,302.92 
HBM Hudbay Minerals Inc.
-0.68%
-$3,026.43 
DFUS Dimensional U.S. Equity Market ETF
-0.68%
-$24,282 
SCHB Schwab U.S. Broad Market ETF
-0.68%
-$4,652.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$12,020.05 
OEF iShares S&P 100 ETF
-0.67%
-$3,797.76 
IBM International Business Machines Corporation
-0.67%
-$1,860.79 
EZBC Franklin Bitcoin ETF
-0.66%
-$3,150 
HRB H&R Block Inc.
-0.65%
-$4,164.3 
OMC Omnicom Group Inc.
-0.63%
-$5,353.98 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.63%
-$3,399.75 
KBH KB Home
-0.6%
-$2,182.96 
IVV iShares Core S&P 500 ETF
-0.59%
-$2,507.84 
IWB iShares Russell 1000 ETF
-0.58%
-$3,138.46 
ESE Esco Technologies Inc.
-0.57%
-$1,364.45 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$39,954.18 
VOO Vanguard S&P 500 ETF
-0.56%
-$5,160.86 
ACCO Acco Brands Corporation
-0.55%
-$1,947.03 
SYY Sysco Corporation
-0.54%
-$1,364.37 
DFSU Dimensional US Sustainability Core 1 ETF
-0.53%
-$331,694.57 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$31,172.61 
UNP Union Pacific Corporation
-0.46%
-$1,901.89 
GILD Gilead Sciences Inc.
-0.46%
-$4,397.04 
SIVR abrdn Physical Silver Shares ETF
-0.41%
-$2,115 
SHW The Sherwin-Williams Company
-0.41%
-$1,141.22 
JCI Johnson Controls International plc
-0.38%
-$4,032 
INFY Infosys Limited
-0.37%
-$942.08 
AVUS Avantis U.S. Equity ETF
-0.37%
-$1,024.32 
CAL Caleres Inc.
-0.34%
-$458.06 
SGI Somnigroup International Inc.
-0.34%
-$636.24 
GLDM SPDR Gold MiniShares Trust
-0.33%
-$810 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.33%
-$1,516 
CSX CSX Corporation
-0.32%
-$1,907.12 
UTHR United Therapeutics Corporation
-0.31%
-$637.95 
DVA DaVita Inc.
-0.31%
-$730.42 
TIMB TIM S.A. Sponsored ADR
-0.3%
-$2,501.89 
TTEK Tetra Tech, Inc.
-0.29%
-$936.74 
BG Bunge Global S.A.
-0.28%
-$1,188.01 
WSM Williams-Sonoma, Inc.
-0.28%
-$1,065.96 
AAMI Acadian Asset Management Inc.
-0.28%
-$1,608.54 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.24%
-$3,006 
FELE Franklin Electric Co., Inc.
-0.22%
-$774.94 
CIG Companhia Energética de Minas Gerais S.A. ADR
-0.22%
-$50.56 
REGN Regeneron Pharmaceuticals, Inc.
-0.2%
-$1,116.57 
PIPR Piper Sandler Companies
-0.2%
-$447.72 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$3,270.33 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.19%
-$470.47 
HUBB Hubbell Inc.
-0.19%
-$595.07 
MFG Mizuho Financial Group Inc. ADR
-0.18%
-$423.48 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.18%
-$86,959.04 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.17%
-$387.18 
NXT Nextracker Inc.
-0.17%
-$1,023.48 
VRRM Verra Mobility Corporation
-0.17%
-$357.07 
PRKS United Parks & Resorts Inc.
-0.17%
-$381.87 
GS The Goldman Sachs Group, Inc.
-0.17%
-$1,884.58 
NVO Novo Nordisk A/S Sponsored ADR
-0.15%
-$949.08 
CP Canadian Pacific Kansas City Limited
-0.15%
-$389.87 
CIB Bancolombia S.A.
-0.15%
-$1,444.92 
PRF Invesco FTSE RAFI US 1000 ETF
-0.12%
-$855.38 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.1%
-$144,149.6 
WPM Wheaton Precious Metals Corp.
-0.1%
-$2,679.04 
NVDA NVIDIA Corporation
-0.09%
-$14,661.54 
ANF Abercrombie & Fitch Co.
-0.06%
-$354.54 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$158.67 
NMR Nomura Holdings Inc. Sponsored ADR
-0.05%
-$215.25 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.05%
-$780.4 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.04%
-$81.57 
TMHC Taylor Morrison Home Corporation
-0.03%
-$355.14 
AEM Agnico Eagle Mines Limited
-0.02%
-$291.06 
CAT Caterpillar Inc.
-0.02%
-$147.05 
MS Morgan Stanley
-0.02%
-$323.52 
IWD iShares Russell 1000 Value ETF
-0.01%
-$26.58 
GTLS Chart Industries Inc.
-0.01%
-$12.84 Events
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Dividends
Dividend Analysis
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| Trades 2845 | Longs Won 1789/2845 62% | Profit Factor 5.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $562,217.59 |
| Average Win $146,764.85 | Best Trade (Oct 16) $15.55M | Sharpe Ratio -9.63 |
| Average Loss -$44,565.3 | Worst Trade (Jun 29) -$6.23M | Z-Score 4.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $75,747.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAMI Acadian Asset Management Inc. | 6,308 | $296,461.44 | $583,836.94 | - | $287,375.5 | 96.94% | -0.275% |
| AAPL Apple Inc. | 60,763 | $15.72M | $20.94M | - | $5.21M | 33.14% | +0.743% |
| ABBV AbbVie Inc. | 8,029 | $1.83M | $2.29M | - | $459,855.22 | 25.09% | +0.752% |
| ABT Abbott Laboratories | 7,751 | $971,111.01 | $811,800.98 | - | -$159,310.03 | -16.4% | +0.053% |
| ACCO Acco Brands Corporation | 77,881 | $319,140.07 | $354,747.95 | - | $35,607.88 | 11.16% | -0.546% |
| ADP Automatic Data Processing Inc. | 3,345 | $860,434.52 | $958,743.9 | - | $98,309.38 | 11.43% | +0.34% |
| AEG Aegon N.V. | 86,070 | $663,209.95 | $714,811.35 | - | $51,601.4 | 7.78% | +0.423% |
| AEM Agnico Eagle Mines Limited | 6,468 | $1.1M | $1.21M | - | $116,294.17 | 10.61% | -0.024% |
| ALL Allstate Corporation | 950 | $225,973 | $230,631.5 | - | $4,658.5 | 2.06% | +1.323% |
| AMAL Amalgamated Financial Corp. | 44,406 | $1.45M | $2.09M | - | $645,053.47 | 44.55% | +0.091% |
| AMAT Applied Materials, Inc. | 3,998 | $1.06M | $1.68M | - | $615,121.71 | 58.03% | -2.56% |
| AMD Advanced Micro Devices, Inc. | 9,627 | $1.91M | $5.22M | - | $3.31M | 172.71% | -3.522% |
| AMGN Amgen Inc. | 1,112 | $367,306.36 | $484,409.44 | - | $117,103.08 | 31.88% | +0.366% |
| AMZN Amazon.com Inc | 11,109 | $2.56M | $2.8M | - | $237,121.67 | 9.25% | -1.019% |
| ANET Arista Networks, Inc. | 4,379 | $572,707.43 | $784,322.69 | - | $211,615.26 | 36.95% | -3.486% |
| ANF Abercrombie & Fitch Co. | 3,732 | $468,366.61 | $566,872.14 | - | $98,505.53 | 21.03% | -0.063% |
| ARW Arrow Electronics Inc. | 3,062 | $359,269.42 | $663,458.85 | - | $304,189.43 | 84.67% | -1.587% |
| ASB Associated Banc-Corp | 14,068 | $362,471.72 | $408,534.72 | - | $46,063 | 12.71% | +0.693% |
| ASML ASML Holding N.V. New York Registry Shares | 777 | $831,281.26 | $1.29M | - | $463,220.16 | 55.72% | +0.518% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 39,783 | $660,655.42 | $1.6M | - | $939,019.01 | 142.13% | -4.011% |
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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 - $17.62M, Dimensional US Targeted Value ETF - $16.61M, Dimensional Global Sustainability Fixed Income ETF - $15.44M, Dimensional International Small Cap Equity Fund - $9.46M, and NVIDIA Corporation - $6.25M. 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 - $568,027.48, 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 $60.72M earned over time. The largest contributors to dividend income include Dimensional Global Sustainability Fixed Income ETF - $14.53M, Vert Global Sustainable Real Estate ETF - $13.4M, Dimensional US Targeted Value ETF - $5.58M, 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.
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