John Canning Portfolio
Invests via Mi LLCreek Capital Advisors LLC | Managed by Mi LLCreek Capital Advisors LLC
Invests via Mi LLCreek Capital Advisors LLC
Managed by Mi LLCreek Capital Advisors LLC
Automatically Tracked
John Canning Profile
John Canning is a prominent figure in the private equity sector, having co-founded Madison Dearborn Partners, one of the leading investment firms in Chicago. His leadership has significantly shaped the firm’s growth trajectory and expansion into diverse industries such as telecommunications, healthcare, and financial services. With a robust background in finance and strategic acquisitions, he plays a vital role in fostering partnerships that drive value creation for portfolio companies. Beyond his investment acumen, he contributes to various boards and philanthropic initiatives, enhancing corporate governance practices across sectors.
John Canning is a prominent figure in the private equity sector, having co-founded Madison Dearborn Partners, one of the leading investment firms in Chicago. His leadership has significantly shaped the firm’s growth trajectory and expansion into diverse industries such as telecommunications, healthcare, and financial services. With a robust background in finance and strategic acquisitions, he plays a vital role in fostering partnerships that drive value creation for portfolio companies. Beyond his investment acumen, he contributes to various boards and philanthropic initiatives, enhancing corporate governance practices across sectors.
Investment Philosophy & Strategy
Opportunity evaluation drives John Canning’s approach to private equity investments. Leveraging extensive experience in strategic acquisitions, he identifies undervalued companies poised for operational enhancement and market share expansion. His tenure as a leader at Madison Dearborn Partners showcases a focus on forging sustainable partnerships that align with long-term value creation. By engaging deeply in diverse industries, including telecommunications and healthcare, his investment strategy effectively capitalizes on sector-specific dynamics while fostering innovation within portfolio companies. Canning's commitment to governance further strengthens business frameworks, ensuring robust organizational growth.
Opportunity evaluation drives John Canning’s approach to private equity investments. Leveraging extensive experience in strategic acquisitions, he identifies undervalued companies poised for operational enhancement and market share expansion. His tenure as a leader at Madison Dearborn Partners showcases a focus on forging sustainable partnerships that align with long-term value creation. By engaging deeply in diverse industries, including telecommunications and healthcare, his investment strategy effectively capitalizes on sector-specific dynamics while fostering innovation within portfolio companies. Canning's commitment to governance further strengthens business frameworks, ensuring robust organizational 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:
56.3%
Gain -0.58%
Monthly
1.24%
Yearly
15.94%
Drawdown
15.36%
$5.51B
Equity
Holdings
$5.51B
Investment
$3.47B
$2.3B
Profit -$25.87M
Realized
$252.42M
Unrealized
$2.05B
Dividends
$287.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.58%
Profit
-$25.87M
Win %
81%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$25.87M
Win %
81%
This Month
Compared to last month
Gain
-0.92%
Profit
-$51.16M
Win %
81%
This Year
Compared to last year
Gain
13.26%
Profit
$645.35M
Win %
80%
ACN Accenture plc Class A
+6.28%
+$23,007.62 
CNTX Context Therapeutics Inc.
+5.14%
+$1,883.36 
MSTR Strategy Inc.
+4.25%
+$9,474.57 
NFLX Netflix, Inc.
+3.87%
+$17,853.19 
NTRA NATERA INC (Common Stock) – ticker 45E
+3.63%
+$13,397.4 
COKE Coca-Cola Consolidated Inc.
+3.45%
+$13,449.48 
ZETA Zeta Global Holdings Corp.
+3.16%
+$209,898.49 
ADP Automatic Data Processing Inc.
+3.1%
+$12,819.85 
GOOGL Alphabet Inc
+3.09%
+$251,709.15 
GOOG Alphabet Inc
+2.97%
+$238,432.2 
META Meta Platforms Inc Class A
+2.85%
+$144,352.57 
IBM International Business Machines Corporation
+2.73%
+$7,476.65 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.57%
+$61,063.35 
SYK Stryker Corporation
+2.43%
+$6,154.8 
IBIT iShares Bitcoin Trust
+2.42%
+$80,054.38 
VOX Vanguard Communication Services ETF
+2.42%
+$16,005.92 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.39%
+$6,895.63 
GBTC Grayscale Bitcoin Trust ETF
+2.39%
+$6,560.84 
MO Altria Group, Inc.
+2.3%
+$6,506.43 
MSFT Microsoft Corp.
+2.3%
+$314,987.02 
WMT Walmart Inc.
+2.27%
+$17,668.36 
BLCO Bausch + Lomb Corporation
+2.17%
+$5,625 
DIS The Walt Disney Company
+2.14%
+$44,605.92 
LLY Eli Lilly and Company
+2.07%
+$14,201.85 
HOOD Robinhood Markets, Inc.
+2.05%
+$13,860 
MCD McDonald's Corporation
+2.02%
+$11,480.1 
GILD Gilead Sciences Inc.
+1.93%
+$7,647.97 
AKRE Akre Focus ETF
+1.82%
+$47,846.24 
SPGI S&P Global Inc.
+1.82%
+$5,887.15 
PM Philip Morris International Inc.
+1.81%
+$4,554 
ABBV AbbVie Inc.
+1.7%
+$7,948.66 
CL Colgate-Palmolive Company
+1.66%
+$3,558.24 
DHR Danaher Corporation
+1.61%
+$10,416.7 
COST Costco Wholesale Corporation
+1.61%
+$23,829.17 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$58,953.62 
ELV Elevance Health, Inc.
+1.44%
+$20,913.48 
VZ Verizon Communications Inc.
+1.43%
+$3,431.43 
SLM SLM Corporation
+1.42%
+$4,055.2 
IYH iShares U.S. Healthcare ETF
+1.37%
+$7,920 
XLP Consumer Staples Select Sector SPDR Fund
+1.32%
+$17,872.8 
UNH UnitedHealth Group Incorporated
+1.31%
+$20,546 
UBER Uber Technologies, Inc.
+1.28%
+$2,717.68 
VDC VANGUARD CONSUMER STAPLES ETF
+1.24%
+$3,757.6 
J Jacobs Solutions Inc.
+1.23%
+$5,153.78 
KVUE Kenvue Inc.
+1.18%
+$25,869.06 
LMT Lockheed Martin Corporation
+1.17%
+$3,763.8 
SIRI Sirius XM Holdings Inc.
+1.11%
+$4,683.9 
KO The Coca-Cola Company
+1.11%
+$2,743.02 
WSFS WSFS Financial Corporation
+1.11%
+$12,448.32 
LOW Lowe's Companies Inc.
+1.09%
+$9,855.55 
V Visa Inc. Class A
+1.06%
+$32,827.19 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$132,632.92 
AMGN Amgen Inc.
+1.03%
+$16,528.16 
XBI SPDR S&P Biotech ETF
+1.02%
+$3,382.99 
HD The Home Depot, Inc.
+1.01%
+$14,116.34 
ABT Abbott Laboratories
+0.94%
+$2,242.56 
MOV Movado Group Inc.
+0.93%
+$17,918.75 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$184,966.32 
FSK FS KKR Capital Corp.
+0.8%
+$3,454.58 
VISN Vistance Networks, Inc.
+0.69%
+$2,600.32 
KKR KKR & Co. Inc.
+0.67%
+$2,043.4 
DASH DoorDash, Inc.
+0.67%
+$2,247.69 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$1,582.24 
MA Mastercard Incorporated
+0.6%
+$66,438.15 
JNJ Johnson & Johnson
+0.59%
+$355,112.88 
ITW Illinois Tool Works Inc.
+0.58%
+$3,294.72 
AAPL Apple Inc.
+0.55%
+$289,868.09 
PG Procter & Gamble Co
+0.53%
+$49,493.29 
MRK Merck & Co., Inc.
+0.52%
+$4,451.31 
PGEN Precigen Inc.
+0.47%
+$4,864.86 
IRT Independence Realty Trust Inc.
+0.46%
+$15,476.37 
LVHD Franklin U.S. Low Volatility ETF
+0.41%
+$1,038.2 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+0.4%
+$484.92 
JQUA JPMorgan U.S. Quality Factor ETF
+0.4%
+$1,033.97 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.37%
+$25,933.05 
TMO Thermo Fisher Scientific Inc.
+0.36%
+$19,122.31 
FDX FedEx Corporation
+0.26%
+$1,407.96 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.2%
+$150,436.06 
FETH Fidelity Ethereum Fund
+0.18%
+$1,214.95 
UNP Union Pacific Corporation
+0.18%
+$825.52 
TJX The TJX Companies, Inc.
+0.11%
+$954.82 
ARCC Ares Capital Corporation
+0.1%
+$788.42 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$1,423.26 
ISCV iShares Morningstar Small-Cap Value ETF
+0.08%
+$563.94 
PEP PepsiCo, Inc.
+0.07%
+$568.11 
DOV Dover Corporation
+0.05%
+$270.99 
AGZ iShares Agency Bond ETF
+0.05%
+$6,354.65 
GOVT iShares U.S. Treasury Bond ETF
+0.01%
+$6,634.63 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
GEV GE Vernova Inc.
-8.6%
-$50,642.19 
OLED Universal Display Corporation
-8.31%
-$95,724.62 
SRRK Scholar Rock Holding Corporation
-5.96%
-$41,801.33 
JCI Johnson Controls International plc
-5.83%
-$15,930.71 
APH Amphenol Corporation
-5.63%
-$36,042.3 
BAC Bank of America Corporation
-5.36%
-$22,004.64 
AVGO Broadcom Inc.
-4.83%
-$105,174.17 
ORCL Oracle Corporation
-4.38%
-$52,120.18 
CAT Caterpillar Inc.
-4.17%
-$12,536.72 
GS The Goldman Sachs Group, Inc.
-3.97%
-$173,982.09 
AMD Advanced Micro Devices, Inc.
-3.87%
-$140,319.54 
TEL TE Connectivity plc
-3.64%
-$28,527.04 
MS Morgan Stanley
-3.43%
-$26,610.94 
ADAG Adagene Inc.
-3.23%
-$21,957.1 
PDP Invesco Dorsey Wright Momentum ETF
-3.01%
-$26,933.68 
NVDA NVIDIA Corporation
-2.84%
-$197,231.81 
PWB Invesco Large Cap Growth ETF
-2.67%
-$192,634.4 
EEM iShares MSCI Emerging Markets ETF
-2.51%
-$266,005.8 
IEMG iShares Core MSCI Emerging Markets ETF
-2.37%
-$4.92M 
IXN iShares Global Tech ETF
-2.2%
-$9,405.03 
PAVE Global X U.S. Infrastructure Development ETF
-2.05%
-$11,519.58 
PEG Public Service Enterprise Group Incorporated
-2.02%
-$6,031.26 
GE General Electric Company
-2.01%
-$16,150.04 
WFC Wells Fargo & Company
-1.93%
-$7,344.7 
BAER Bridger Aerospace Group Holdings, Inc.
-1.92%
-$5,923.84 
TQQQ ProShares UltraPro QQQ
-1.74%
-$76,153.8 
JPM JPMorgan Chase & Co.
-1.73%
-$166,381.87 
MMM 3M Company
-1.7%
-$5,518.84 
CSCO Cisco Systems, Inc.
-1.69%
-$30,772.4 
BN Brookfield Corporation
-1.66%
-$4,606.93 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-1.58%
-$12,685.17 
HCC Warrior Met Coal Inc.
-1.57%
-$3,371.06 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$114,624.36 
FISV Fiserv, Inc.
-1.47%
-$5,470.48 
TSLA Tesla, Inc.
-1.44%
-$101,923.5 
WMB The Williams Companies, Inc.
-1.43%
-$6,273.28 
ETOR eToro Group Ltd.
-1.42%
-$51,299.43 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$3,852.76 
EZU iShares MSCI Eurozone ETF
-1.41%
-$26,819.66 
GMF SPDR S&P Emerging Asia Pacific ETF
-1.37%
-$7,094 
AAAU Goldman Sachs Physical Gold ETF
-1.36%
-$10,441.67 
BAR GraniteShares Gold Trust
-1.36%
-$3,404.02 
GLD SPDR Gold Shares
-1.35%
-$29,584.57 
RTX RTX Corporation
-1.31%
-$8,433.72 
C Citigroup Inc.
-1.3%
-$5,221.88 
IAU iShares Gold Trust
-1.3%
-$256,576.61 
SEIC SEI Investments Company
-1.29%
-$70,806.42 
VPU Vanguard Utilities ETF
-1.28%
-$3,353.22 
VGT Vanguard Information Technology ETF
-1.25%
-$16,525.44 
BLK BlackRock, Inc.
-1.24%
-$6,039.01 
CWB SPDR Bloomberg Convertible Securities ETF
-1.24%
-$5,045.18 
AMZN Amazon.com Inc
-1.24%
-$145,459.56 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$105,217.76 
CMCSA Comcast Corp
-1.17%
-$3,445.6 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$221,844.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$66,867.38 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$12,851.25 
XLE Energy Select Sector SPDR Fund
-1.15%
-$2,937.75 
SCHE Schwab Emerging Markets Equity ETF
-1.15%
-$20,030.25 
IXUS iShares Core International Stock ETF
-1.14%
-$5.95M 
EFG iShares MSCI EAFE Growth ETF
-1.13%
-$122,132.76 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$7,364.96 
SCHF Schwab International Equity ETF
-1.12%
-$119,230.02 
PSX Phillips 66
-1.11%
-$3,384.19 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$513,826.46 
TRGP Targa Resources Corp.
-1.11%
-$6,079.74 
IYJ iShares U.S. Industrials ETF
-1.08%
-$3,751 
MTB M&T Bank Corporation
-1.07%
-$3,379.2 
SCHC Schwab International Small-Cap Equity ETF
-1.02%
-$5,207.28 
CWI SPDR MSCI ACWI ex-US ETF
-1.01%
-$144,579.36 
SCHA Schwab U.S. Small-Cap ETF
-0.99%
-$12,530 
CVX Chevron Corporation
-0.98%
-$5,539.79 
OPK Opko Health Inc.
-0.95%
-$215.75 
SCHV Schwab U.S. Large-Cap Value ETF
-0.92%
-$33,047.55 
HWM Howmet Aerospace Inc.
-0.91%
-$2,375.36 
XOM Exxon Mobil Corporation
-0.88%
-$23,269.64 
XLB Materials Select Sector SPDR Fund
-0.84%
-$1,818.9 
EWJ iShares MSCI Japan ETF
-0.84%
-$4,286.12 
MDY SPDR S&P MidCap 400 ETF Trust
-0.83%
-$77,413.87 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$4,772.4 
FSBC Five Star Bancorp
-0.8%
-$17,242.74 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.78%
-$50,179.96 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$31,377.38 
GWX SPDR S&P International Small Cap ETF
-0.71%
-$15,546.63 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$3.24M 
COP ConocoPhillips
-0.7%
-$2,871.39 
ACWI iShares MSCI ACWI ETF
-0.67%
-$443,438.28 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.67%
-$4,997.69 
NEE NextEra Energy, Inc.
-0.67%
-$3,254.35 
APO Apollo Global Management, Inc.
-0.66%
-$1,721.25 
EFA iShares MSCI EAFE ETF
-0.65%
-$85,250.09 
VONG Vanguard Russell 1000 Growth Fund
-0.65%
-$21,576.66 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$66,462 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$73,011.27 
COF Capital One Financial Corporation
-0.6%
-$1,423.8 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.59%
-$123,307.29 
LIN Linde plc
-0.58%
-$1,244.7 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$3,774.87 
IUSG iShares Core S&P U.S. Growth ETF
-0.57%
-$3,029.35 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.57%
-$2,211.6 
HON Honeywell International Inc.
-0.56%
-$547.31 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$37,560.55 
IYW iShares U.S. Technology ETF
-0.55%
-$5,322.31 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$42,133.53 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$19,769.9 
VOOG Vanguard S&P 500 Growth ETF
-0.54%
-$2,562.3 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$3,323.69 
VNQ Vanguard Real Estate ETF
-0.52%
-$10,258.64 
AMT American Tower Corporation
-0.49%
-$2,095.65 
VBK Vanguard Small-Cap Growth ETF
-0.49%
-$528,683.59 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$50,891.13 
ET Energy Transfer L.P.
-0.46%
-$1,976.7 
ECL Ecolab Inc.
-0.46%
-$3,661.38 
VTV Vanguard Value ETF
-0.46%
-$5.4M 
VO Vanguard Mid-Cap ETF
-0.43%
-$7,154 
SUSA iShares MSCI USA ESG Select ETF
-0.41%
-$4,975.23 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$2,107.56 
SCHB Schwab U.S. Broad Market ETF
-0.36%
-$17,005.69 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$11,608.38 
BCSF Bain Capital Specialty Finance Inc.
-0.35%
-$483.68 
EIS iShares MSCI Israel ETF
-0.35%
-$5,628.7 
PWV Invesco Large Cap Value ETF
-0.35%
-$19,668.71 
EPD Enterprise Products Partners L.P.
-0.35%
-$3,712.23 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$1,649.23 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$14,347.54 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$306,429.38 
IVV iShares Core S&P 500 ETF
-0.33%
-$87,745.87 
VOO Vanguard S&P 500 ETF
-0.33%
-$366,274.64 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$6,625.85 
IWV ISHARES RUSSELL 3000 ETF
-0.33%
-$184,219.32 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$81,036.12 
MPC Marathon Petroleum Corporation
-0.32%
-$1,452.87 
IWB iShares Russell 1000 ETF
-0.32%
-$12,989.96 
CSX CSX Corporation
-0.32%
-$1,515.28 
VB Vanguard Small-Cap ETF
-0.31%
-$20,865.91 
VTWG Vanguard Russell 2000 Growth ETF
-0.3%
-$1,955.18 
VONE Vanguard Russell 1000 ETF
-0.3%
-$1,594.32 
OEF iShares S&P 100 ETF
-0.3%
-$4,287.54 
FSCO FS Credit Opportunities Corp.
-0.29%
-$321.35 
VXF Vanguard Extended Market ETF
-0.28%
-$849.15 
EFV iShares MSCI EAFE Value ETF
-0.25%
-$9,494.58 
UAL United Airlines Holdings, Inc.
-0.2%
-$646.58 
IWM iShares Russell 2000 ETF
-0.18%
-$12,852.55 
BX Blackstone Inc.
-0.17%
-$400.16 
VUG Vanguard Growth ETF
-0.17%
-$2.25M 
MDLZ Mondelez International, Inc.
-0.17%
-$386.19 
PPG PPG Industries Inc.
-0.16%
-$484.94 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.15%
-$534.88 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$1,842.7 
ESGV Vanguard ESG U.S. Stock ETF
-0.15%
-$34,669.6 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$161,199.06 
MGK Vanguard Mega Cap Growth ETF
-0.13%
-$597.6 
IWS iShares Russell Mid-Cap Value ETF
-0.1%
-$8,679.96 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$2,255.25 
NMFC New Mountain Finance Corporation
-0.07%
-$745 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.06%
-$335.53 
MBB iShares MBS ETF
-0.06%
-$38,385.25 
MUB iShares National Muni Bond ETF
-0.05%
-$825.66 
MTBA Simplify MBS ETF
-0.05%
-$215.07 
IBTH iShares iBonds Dec 2027 Term
-0.04%
-$446.95 
DVY iShares Select Dividend ETF
-0.04%
-$553.35 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$53,243.88 
IWN iShares Russell 2000 Value ETF
-0.04%
-$1,451.34 
IWD iShares Russell 1000 Value ETF
-0.03%
-$1,877.2 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.03%
-$82.38 
VONV Vanguard Russell 1000 Value Index Fund
-0.03%
-$975.23 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$1,666.3 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$1,108.42 
VTC Vanguard Total Corporate Bond Fund
-0.01%
-$9,563.87 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.01%
-$67.77 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3471 | Longs Won 2441/3471 70% | Profit Factor 30.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $13.89M |
| Average Win $973,203.34 | Best Trade (Aug 14) $739.7M | Sharpe Ratio -13.25 |
| Average Loss -$75,091.47 | Worst Trade (Sep 30) -$5.8M | Z-Score 7.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 6d | Expectancy $662,127.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.87% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 17,849 | $551,176.75 | $754,387.98 | - | $203,211.23 | 36.87% | -1.365% |
| AAPL Apple Inc. | 158,397 | $24.83M | $52.92M | - | $28.09M | 113.09% | +0.551% |
| ABBV AbbVie Inc. | 1,821 | $310,570.93 | $476,164.18 | - | $165,593.25 | 53.32% | +1.698% |
| ABT Abbott Laboratories | 2,336 | $292,677.39 | $240,397.76 | - | -$52,279.63 | -17.86% | +0.942% |
| ACN Accenture plc Class A | 1,992 | $543,729.19 | $389,336.4 | - | -$154,392.79 | -28.4% | +6.281% |
| ACWI iShares MSCI ACWI ETF | 410,591 | $39.78M | $65.35M | - | $25.57M | 64.28% | -0.674% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 246,494 | $11.27M | $18.82M | - | $7.55M | 67.06% | -1.165% |
| ADAG Adagene Inc. | 199,610 | $418,133.03 | $656,716.9 | - | $238,583.87 | 57.06% | -3.235% |
| ADP Automatic Data Processing Inc. | 1,539 | $366,047.96 | $425,672.01 | - | $59,624.05 | 16.29% | +3.105% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1.33M | $131.96M | $127.71M | - | -$4.25M | -3.22% | -0.042% |
| AGZ iShares Agency Bond ETF | 127,093 | $13.63M | $13.66M | - | $31,332.43 | 0.23% | +0.047% |
| AKRE Akre Focus ETF | 46,006 | $3.01M | $2.67M | - | -$344,584.88 | -11.43% | +1.825% |
| AMD Advanced Micro Devices, Inc. | 7,023 | $868,960.54 | $3.48M | - | $2.62M | 300.99% | -3.871% |
| AMGN Amgen Inc. | 4,238 | $1.15M | $1.62M | - | $462,350.91 | 40.09% | +1.034% |
| AMT American Tower Corporation | 2,395 | $504,574.54 | $423,855.12 | - | -$80,719.42 | -16% | -0.492% |
| AMZN Amazon.com Inc | 45,742 | $7.57M | $11.6M | - | $4.03M | 53.21% | -1.238% |
| APH Amphenol Corporation | 7,628 | $236,912.24 | $604,099.46 | - | $367,187.22 | 154.99% | -5.63% |
| APO Apollo Global Management, Inc. | 2,025 | $334,448.99 | $259,463.25 | - | -$74,985.74 | -22.42% | -0.659% |
| ARCC Ares Capital Corporation | 39,225 | $706,835 | $775,089.92 | - | $68,254.92 | 9.66% | +0.102% |
| AVGO Broadcom Inc. | 6,022 | $1.11M | $2.07M | - | $964,661.34 | 86.9% | -4.825% |
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FAQ
Which stocks have generated the highest profits for John Canning?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $77.99M, Vanguard Growth ETF - $65.8M, iShares Core International Stock ETF - $35.58M, Hartford Multifactor Developed Markets (ex-US) ETF - $30.86M, and iShares Core MSCI EAFE ETF - $27.71M. 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: Franklin U.S. Low Volatility ETF - $4.25M, UnitedHealth Group Incorporated - $2.56M, Pfizer Inc - $1.75M, CVS Health Corporation - $1.26M, and The Cigna Group - $1.05M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Canning's portfolio generate?
The portfolio generates substantial dividend income, with a total of $287.38M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $70.14M, iShares Core International Stock ETF - $35.58M, iShares Core MSCI EAFE ETF - $27.7M, Vanguard Growth ETF - $16M, and iShares Core U.S. Aggregate Bond ETF - $15.25M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Canning's monthly returns?
John Canning'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 John Canning's strategy be considered aggressive or moderate?
John Canning'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 John Canning's strategy?
John Canning'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.
