Robert Glass Portfolio
Invests via AlphaCentric Advisors LLC | Managed by Robert Glass, Jerry Szilagyi
Invests via AlphaCentric Advisors LLC
Managed by Robert Glass, Jerry Szilagyi
Automatically Tracked
Robert Glass Profile
With a robust background in financial technology, Robert Glass has distinguished himself as an influential entrepreneur and innovator. His career trajectory includes founding several startups that leverage advanced analytics to transform traditional banking processes. As a leader committed to enhancing customer experiences, he focuses on integrating technology solutions that streamline operations and drive efficiency in the finance sector. Glass is known for his ability to navigate complex market landscapes, positioning his ventures at the forefront of industry trends. His initiatives are shaping the future of financial services by fostering greater accessibility and user engagement.
With a robust background in financial technology, Robert Glass has distinguished himself as an influential entrepreneur and innovator. His career trajectory includes founding several startups that leverage advanced analytics to transform traditional banking processes. As a leader committed to enhancing customer experiences, he focuses on integrating technology solutions that streamline operations and drive efficiency in the finance sector. Glass is known for his ability to navigate complex market landscapes, positioning his ventures at the forefront of industry trends. His initiatives are shaping the future of financial services by fostering greater accessibility and user engagement.
Investment Philosophy & Strategy
With an eye on transformative opportunities within the financial sector, Robert Glass embodies a growth-driven mindset. His extensive experience in founding technology-centric startups informs his strategic direction and focus on operational excellence. By prioritizing innovative solutions that simplify banking processes, he enhances overall customer engagement while positioning ventures ahead of emerging trends. This approach not only caters to evolving market needs but also aims to redefine industry standards through efficiency and accessibility. The blend of entrepreneurial spirit with technological insight allows him to seize pivotal moments for disruption.
With an eye on transformative opportunities within the financial sector, Robert Glass embodies a growth-driven mindset. His extensive experience in founding technology-centric startups informs his strategic direction and focus on operational excellence. By prioritizing innovative solutions that simplify banking processes, he enhances overall customer engagement while positioning ventures ahead of emerging trends. This approach not only caters to evolving market needs but also aims to redefine industry standards through efficiency and accessibility. The blend of entrepreneurial spirit with technological insight allows him to seize pivotal moments for disruption.
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:
21.78%
Gain -0.28%
Monthly
0.49%
Yearly
6.02%
Drawdown
25.24%
$114.8M
Equity
Holdings
$114.8M
Investment
$106.17M
$45.76M
Profit -$295,473.74
Realized
$37.14M
Unrealized
$8.62M
Dividends
$20.35M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$295,473.74
Win %
59%
This Week
Compared To Last Week
Gain
-1.69%
Profit
-$1.98M
Win %
59%
This Month
Compared to last month
Gain
-1.39%
Profit
-$1.62M
Win %
59%
This Year
Compared to last year
Gain
-2.17%
Profit
-$2.56M
Win %
59%
ARBE Arbe Robotics Ltd.
+9.17%
+$16,499.99 
AEVA Aeva Technologies, Inc.
+6.56%
+$54,000 
AAOI Applied Optoelectronics, Inc.
+4.67%
+$1,418.77 
CBOE Cboe Global Markets Inc.
+4.62%
+$14,847.95 
SNPS Synopsys, Inc.
+4.41%
+$24,645.03 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$1,742.54 
PRCT Procept BioRobotics Corporation
+3.44%
+$9,300 
UMAC Unusual Machines Inc.
+3.17%
+$32,500 
UHS Universal Health Services, Inc.
+3.15%
+$3,435.06 
PSNL Personalis Inc.
+3.09%
+$29,991.12 
KDK Kodiak AI, Inc.
+3.08%
+$13,000 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$3,504.63 
EWT iShares MSCI Taiwan ETF
+2.71%
+$4,258.5 
EVR Evercore Inc.
+2.46%
+$4,552.48 
CNC Centene Corporation
+2.27%
+$2,564.04 
CSCO Cisco Systems, Inc.
+2.14%
+$8,816.04 
CHTR Charter Communications Inc
+2.1%
+$846.32 
RCAT Red Cat Holdings, Inc.
+2.03%
+$7,500 
ROK Rockwell Automation, Inc.
+1.93%
+$18,139.95 
AVAV AeroVironment Inc.
+1.91%
+$10,222.76 
LHX L3Harris Technologies, Inc.
+1.9%
+$4,334.41 
IONQ IonQ, Inc.
+1.87%
+$8,375 
RDW Redwire Corporation
+1.77%
+$9,750 
EXE Expand Energy Corporation
+1.74%
+$1,622.88 
VTR Ventas Inc.
+1.73%
+$6,008.61 
HCA HCA Healthcare Inc.
+1.72%
+$5,446.79 
HPE Hewlett Packard Enterprise Company
+1.61%
+$1,776.12 
VZ Verizon Communications Inc.
+1.52%
+$4,362.4 
CADL Candel Therapeutics Inc.
+1.42%
+$5,135.62 
SITM SiTime Corporation
+1.39%
+$608.39 
AMPX Amprius Technologies Inc.
+1.37%
+$6,500 
SOR Source Capital
+1.37%
+$1,071 
CAH Cardinal Health Inc.
+1.3%
+$5,831.18 
THD iShares MSCI Thailand ETF
+1.25%
+$2,103.3 
CMCSA Comcast Corp
+1.23%
+$2,900 
VRSN Verisign Inc.
+1.2%
+$2,917.12 
SANM Sanmina Corporation
+1.13%
+$965.12 
PDYN Palladyne AI Corp
+0.96%
+$5,000 
XMTR Xometry Inc.
+0.95%
+$8,100 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$4,300 
TUR iShares MSCI Turkey ETF
+0.9%
+$1,527.96 
MPC Marathon Petroleum Corporation
+0.76%
+$1,890.5 
SION Sionna Therapeutics Inc.
+0.75%
+$1,702.05 
LUNR Intuitive Machines, Inc.
+0.73%
+$2,250 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$8,764.92 
QTUM Defiance Quantum ETF
+0.67%
+$2,350 
PLTR Palantir Technologies Inc.
+0.65%
+$235.2 
BLDR Builders FirstSource, Inc.
+0.65%
+$5,374.98 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$8,258.4 
IVZ Invesco Ltd.
+0.61%
+$2,966.94 
RGTI Rigetti Computing Inc
+0.61%
+$2,250 
TER Teradyne, Inc.
+0.6%
+$303.6 
QBTS D-Wave Quantum Inc.
+0.56%
+$2,500 
STX Seagate Technology Holdings plc
+0.52%
+$814.35 
GM General Motors Company
+0.52%
+$1,052.48 
ABVX Abivax SA ADR
+0.47%
+$3,033.19 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$1,154.52 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
+0.46%
+$613.26 
CTO CTO Realty Growth, Inc.
+0.46%
+$3,500 
SNY Sanofi American Depositary Receipt
+0.44%
+$2,772.13 
IWD iShares Russell 1000 Value ETF
+0.44%
+$6,405.81 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$1,648.44 
EWZ iShares MSCI Brazil ETF
+0.33%
+$573.6 
RF Regions Financial Corporation
+0.32%
+$513.7 
GD General Dynamics Corporation
+0.32%
+$977.22 
SYM Symbotic Inc. Class A
+0.26%
+$1,649.98 
PBP Invesco S&P 500 BuyWrite ETF
+0.22%
+$1,081.33 
CME CME Group Inc.
+0.21%
+$505.6 
JNJ Johnson & Johnson
+0.21%
+$737.23 
MANH Manhattan Associates Inc.
+0.2%
+$1,950 
SELF Global Self Storage Inc.
+0.2%
+$300 
ANGI Angi Inc. Class A Common Stock
+0.18%
+$500 
USB U.S. Bancorp
+0.17%
+$287.1 
T AT&T Inc.
+0.17%
+$748.28 
EWQ iShares MSCI France ETF
+0.17%
+$265.52 
INVH Invitation Homes Inc.
+0.17%
+$3,650 
EPOL iShares MSCI Poland ETF
+0.16%
+$296.66 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$595.5 
DELL Dell Technologies Inc.
+0.14%
+$150.64 
TD The Toronto-Dominion Bank
+0.13%
+$329.92 
ISRG Intuitive Surgical, Inc.
+0.1%
+$629.98 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.1%
+$489.24 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$382.5 
ABT Abbott Laboratories
+0.09%
+$162.36 
EWP iShares MSCI Spain ETF
+0.07%
+$105.4 
BKLN Invesco Senior Loan ETF
+0.05%
+$241.53 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$77.83 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$68.48 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$55.6 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
NUVL Nuvalent, Inc.
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
GHYG iShares US & Intl High Yield Corp Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 G200
G2004J103
0%
$0 
GLUE Monte Rosa Therapeutics, Inc.
-27.16%
-$77,893.2 
VCYT Veracyte Inc.
-22.52%
-$93,520.08 
KSCP Knightscope, Inc.
-17.59%
-$26,250 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$181,894.9 
AGIO Agios Pharmaceuticals Inc.
-8.34%
-$38,692.29 
NXT Nextracker Inc.
-7.25%
-$4,098.49 
INGM Ingram Micro Holding Corporation
-7.2%
-$5,475 
AXSM Axsome Therapeutics, Inc.
-7.1%
-$108,741.08 
KRYS Krystal Biotech Inc.
-7.01%
-$50,044.87 
EEFT Euronet Worldwide, Inc.
-6.96%
-$106,800 
EWTX Edgewise Therapeutics, Inc.
-6.54%
-$42,609.6 
RYTM Rhythm Pharmaceuticals Inc.
-6.14%
-$61,324.01 
MU Micron Technology, Inc.
-5.9%
-$19,206.34 
CGEM Cullinan Therapeutics, Inc.
-5.82%
-$20,834.52 
HL Hecla Mining Company
-5.42%
-$5,681.34 
STXS Stereotaxis Inc.
-5.26%
-$42,000 
MDGL Madrigal Pharmaceuticals, Inc.
-5.23%
-$4,822.73 
EQX Equinox Gold Corp.
-4.89%
-$2,348.76 
SIDU Sidus Space Inc.
-4.35%
-$16,000 
WVE Wave Life Sciences Ltd.
-4.34%
-$8,917.5 
RAPP Rapport Therapeutics Inc.
-4.21%
-$11,755.8 
AG First Majestic Silver Corp
-4.21%
-$4,007.52 
CYTK Cytokinetics, Incorporated
-4.09%
-$18,743.13 
XERS Xeris Biopharma Holdings, Inc.
-4.04%
-$15,826.66 
ALDX Aldeyra Therapeutics Inc.
-3.75%
-$2,259.36 
NTLA Intellia Therapeutics Inc.
-3.7%
-$4,785.52 
AEM Agnico Eagle Mines Limited
-3.63%
-$1,534.4 
DSGN Design Therapeutics, Inc.
-3.49%
-$9,476.28 
KYMR Kymera Therapeutics Inc.
-3.37%
-$19,439.86 
ANNX Annexon, Inc.
-3.32%
-$4,352.6 
RZLT Rezolute, Inc.
-3.28%
-$11,560.8 
ARVN Arvinas Inc.
-3.25%
-$8,267.94 
CDE Coeur Mining, Inc.
-3.18%
-$5,748.68 
SYRE Spyre Therapeutics, Inc.
-3.12%
-$21,143.9 
MOS Mosaic Company
-2.85%
-$3,518.45 
ASND Ascendis Pharma A/S
-2.85%
-$32,828.63 
INSM Insmed Inc.
-2.85%
-$33,810.11 
IONS Ionis Pharmaceuticals, Inc.
-2.83%
-$23,299.3 
INCY Incyte Corporation
-2.82%
-$50,144.97 
IRON Disc Medicine Inc.
-2.79%
-$8,906.3 
BALY Bally's Corporation
-2.65%
-$9,191.06 
XTIA XTI Aerospace Inc.
-2.61%
-$8,000 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$4,799.56 
EWY iShares MSCI South Korea ETF
-2.55%
-$3,427.74 
IAG Iamgold Corporation
-2.54%
-$3,556.44 
ABBV AbbVie Inc.
-2.51%
-$23,376.11 
BNTX BioNTech SE
-2.44%
-$14,223.82 
ICE Intercontinental Exchange, Inc.
-2.42%
-$5,040.7 
ADMA Adma Biologics Inc.
-2.42%
-$2,130.03 
BIIB Biogen Inc.
-2.4%
-$19,377.14 
NAMS NewAmsterdam Pharma Co. N.V.
-2.35%
-$9,961.56 
SGI Somnigroup International Inc.
-2.3%
-$1,744.82 
KGC Kinross Gold Corporation
-2.2%
-$3,902.08 
ARGX argenx SE American Depositary Receipt
-2.15%
-$33,880.58 
NEM Newmont Corporation
-2.14%
-$6,082.35 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$19,943.76 
GPK Graphic Packaging Holding Company
-2.1%
-$10,350 
CSR Centerspace Inc.
-2.09%
-$5,849.99 
PAAS Pan American Silver Corp.
-2.09%
-$3,988.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,363.37 
JLL Jones Lang LaSalle Inc.
-1.85%
-$2,007 
GMED Globus Medical Inc.
-1.83%
-$14,700 
AAT American Assets Trust, Inc.
-1.83%
-$13,200.03 
UAL United Airlines Holdings, Inc.
-1.8%
-$5,463.5 
SYF Synchrony Financial
-1.79%
-$2,209.38 
ROIV Roivant Sciences Ltd
-1.77%
-$29,496.55 
BFS Saul Centers Inc.
-1.7%
-$20,650 
TECX Tectonic Therapeutic Inc.
-1.68%
-$3,335.03 
ADM Archer-Daniels-Midland Co
-1.66%
-$3,028.4 
EWA iShares MSCI Australia ETF
-1.61%
-$11,268.48 
MGTX MeiraGTx Holdings plc
-1.59%
-$10,349.11 
NRIX Nurix Therapeutics Inc.
-1.57%
-$9,562.65 
HHH Howard Hughes Holdings Inc.
-1.46%
-$14,250 
PTGX Protagonist Therapeutics Inc.
-1.44%
-$18,342 
AHRT AMERICAN HEALTHCARE REIT INC
-1.42%
-$11,500 
RR Richtech Robotics Inc.
-1.39%
-$6,000 
LUV Southwest Airlines Co.
-1.38%
-$1,520.82 
ORKA Oruka Therapeutics, Inc.
-1.38%
-$8,816.85 
UMH UMH Properties, Inc.
-1.31%
-$2,000 
MNST Monster Beverage Corporation
-1.3%
-$4,618.99 
DAL Delta Air Lines, Inc.
-1.3%
-$4,908.2 
DWX SPDR S&P International Dividend ETF
-1.26%
-$6,434.89 
ECH iShares MSCI Chile ETF
-1.23%
-$2,003.61 
F Ford Motor Company
-1.21%
-$3,122.82 
TJX The TJX Companies, Inc.
-1.21%
-$3,442.54 
PNNT PennantPark Investment Corporation
-1.2%
-$10,000 
REM iShares Mortgage Real Estate ETF
-1.2%
-$5,260.06 
EWL iShares MSCI Switzerland ETF
-1.19%
-$1,836.92 
QXO Qxo Inc.
-1.19%
-$674.88 
ONDS Ondas Holdings Inc.
-1.19%
-$8,100 
ICLR ICON plc
-1.18%
-$2,724.39 
IQV IQVIA Holdings Inc.
-1.17%
-$2,310.17 
MBOT Microbot Medical Inc.
-1.15%
-$5,000 
WRB W.R. Berkley Corporation
-1.15%
-$1,696.8 
CLDX Celldex Therapeutics Inc.
-1.12%
-$5,497.11 
TKO Tko Group Holdings Inc.
-1.09%
-$1,036 
AAL American Airlines Group Inc.
-1.04%
-$1,168.8 
BBJP JPMorgan BetaBuilders Japan Fund
-1.02%
-$7,000.07 
NDAQ Nasdaq, Inc.
-1.02%
-$2,673.32 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$19,369.8 
ROL Rollins, Inc.
-0.99%
-$1,772.32 
EPU iShares MSCI Peru and Global Exposure ETF
-0.99%
-$1,721.72 
AXR Amrep Corp.
-0.98%
-$6,683.8 
MET MetLife Inc.
-0.97%
-$1,337.62 
RNA Avidity Biosciences Inc.
-0.96%
-$1,482.58 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$23,009.2 
TEM Tempus AI, Inc.
-0.95%
-$6,300 
EWN iShares MSCI Netherlands ETF
-0.93%
-$1,433.88 
FIVE Five Below, Inc.
-0.93%
-$1,201.56 
HALO Halozyme Therapeutics Inc.
-0.91%
-$7,163.76 
PGR Progressive Corporation
-0.87%
-$827.7 
GILD Gilead Sciences Inc.
-0.81%
-$21,855.62 
TRVI Trevi Therapeutics Inc.
-0.81%
-$3,647.55 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$1,165.08 
MAT Mattel Inc.
-0.79%
-$3,600 
HUM Humana Inc.
-0.76%
-$870.8 
EZA iShares MSCI South Africa ETF
-0.76%
-$865.83 
CVS CVS Health Corporation
-0.75%
-$1,346.95 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$2,640.99 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$5,200 
AMGN Amgen Inc.
-0.64%
-$5,857.78 
EWM iShares MSCI Malaysia ETF
-0.64%
-$1,081.62 
SERV Serve Robotics Inc.
-0.62%
-$3,000 
GREK Global X MSCI Greece ETF
-0.62%
-$1,154.5 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$878.04 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,394.82 
COF Capital One Financial Corporation
-0.54%
-$1,096.11 
LLY Eli Lilly and Company
-0.53%
-$294.24 
ALL Allstate Corporation
-0.49%
-$854.11 
CELH Celsius Holdings Inc.
-0.48%
-$283.92 
XRN Chiron Real Estate Inc.
-0.48%
-$850 
CF CF Industries Holdings, Inc.
-0.46%
-$646.12 
TRV The Travelers Companies, Inc.
-0.43%
-$800.33 
GL Globe Life Inc.
-0.4%
-$1,379.7 
EWW iShares MSCI Mexico ETF
-0.39%
-$656.7 
RSG Republic Services, Inc.
-0.37%
-$745.68 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$5,212.46 
DG Dollar General Corporation
-0.35%
-$764.09 
L Loews Corporation
-0.31%
-$1,445.03 
MTB M&T Bank Corporation
-0.29%
-$432.4 
COR Cencora, Inc.
-0.28%
-$993.25 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$976.3 
EWD iShares MSCI Sweden ETF
-0.27%
-$405.02 
SSII SS Innovations International, Inc.
-0.25%
-$500 
ITIC Investors Title Company
-0.25%
-$550.8 
HBAN Huntington Bancshares Incorporated
-0.23%
-$284.63 
PFG Principal Financial Group, Inc.
-0.22%
-$389 
SOUN SoundHound AI Inc.
-0.16%
-$1,000 
APGE Apogee Therapeutics Inc.
-0.16%
-$2,421.98 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$200.96 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$669.24 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$834.24 
CRNX Crinetics Pharmaceuticals Inc.
-0.13%
-$1,085.26 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$154.71 
MUB iShares National Muni Bond ETF
-0.11%
-$154.08 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$365.52 
EWI iShares MSCI Italy ETF
-0.1%
-$154.2 
SGU Star Group L.P.
-0.08%
-$114.62 
EWO iShares MSCI Austria ETF
-0.07%
-$111.15 
EWG iShares MSCI Germany ETF
-0.07%
-$45.18 
SMA SmartStop Self Storage REIT Inc.
-0.06%
-$500 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$52.46 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.01%
-$41.01 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$129.57 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3718 | Longs Won 2082/3718 55% | Profit Factor 1.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $283,869.49 |
| Average Win $54,718.04 | Best Trade (Sep 29) $11.08M | Sharpe Ratio -207.46 |
| Average Loss -$41,961.88 | Worst Trade (Dec 30) -$1.25M | Z-Score -12.51 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 6d | Expectancy $12,307.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 2.52% |
| Consecutive Losing Trades | 2,732 | 2,459 | 2,186 | 1,913 | 1,639 | 1,366 | 1,093 | 820 | 546 | 273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 7,305 | $132,001.35 | $111,547.35 | - | -$20,454 | -15.5% | -1.037% |
| AAOI Applied Optoelectronics, Inc. | 337 | $49,929.92 | $31,785.84 | - | -$18,144.08 | -36.34% | +4.672% |
| AAT American Assets Trust, Inc. | 30,000 | $567,900 | $707,700 | - | $139,800 | 24.62% | -1.831% |
| ABBV AbbVie Inc. | 3,613 | $669,797.54 | $906,646.22 | - | $236,848.68 | 35.36% | -2.513% |
| ABT Abbott Laboratories | 1,804 | $200,668.03 | $190,682.8 | - | -$9,985.23 | -4.98% | +0.085% |
| ABVX Abivax SA ADR | 5,141 | $610,069.8 | $642,213.72 | - | $32,143.92 | 5.27% | +0.475% |
| ADM Archer-Daniels-Midland Co | 2,260 | $164,702.34 | $179,150.2 | - | $14,447.86 | 8.77% | -1.662% |
| ADMA Adma Biologics Inc. | 10,143 | $183,962.1 | $85,809.78 | - | -$98,152.32 | -53.35% | -2.422% |
| AEM Agnico Eagle Mines Limited | 280 | $47,468.4 | $40,675.6 | - | -$6,792.8 | -14.31% | -3.635% |
| AEVA Aeva Technologies, Inc. | 50,000 | $664,000 | $877,000 | - | $213,000 | 32.08% | +6.561% |
| AG First Majestic Silver Corp | 6,072 | $102,981.12 | $91,262.16 | - | -$11,718.96 | -11.38% | -4.207% |
| AGIO Agios Pharmaceuticals Inc. | 14,173 | $427,902.74 | $425,473.46 | - | -$2,429.28 | -0.57% | -8.336% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 9,621 | $240,475.44 | $245,527.92 | - | $5,052.48 | 2.1% | +0.472% |
| AHRT AMERICAN HEALTHCARE REIT INC | 115,000 | $699,700 | $800,400 | - | $100,700 | 14.39% | -1.416% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 151 | $72,936.02 | $46,995.73 | - | -$25,940.29 | -35.57% | +3.851% |
| ALDX Aldeyra Therapeutics Inc. | 37,656 | $178,885.76 | $57,990.24 | - | -$120,895.52 | -67.58% | -3.75% |
| ALL Allstate Corporation | 657 | $132,907.32 | $173,500.55 | - | $40,593.23 | 30.54% | -0.49% |
| ALNY Alnylam Pharmaceuticals Inc | 1,390 | $545,792.6 | $285,672.8 | - | -$260,119.8 | -47.66% | +0.019% |
| AMD Advanced Micro Devices, Inc. | 364 | $120,101.08 | $173,318.6 | - | $53,217.52 | 44.31% | -1.904% |
| AMGN Amgen Inc. | 2,362 | $777,371.53 | $909,747.92 | - | $132,376.39 | 17.03% | -0.64% |
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FAQ
Which stocks have generated the highest profits for Robert Glass?
The largest contributions to the portfolio's profits come from the following stocks: Invitation Homes Inc - $15.38M, American Homes 4 Rent - $13.49M, Rithm Capital Corp - $2.38M, United Therapeutics Corporation - $2.14M, and Eli Lilly and Company - $1.9M. 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: Coherus Biosciences Inc - $4.25M, Arcutis Biotherapeutics Inc - $1.99M, Karyopharm Therapeutics Inc - $1.82M, BioCryst Pharmaceuticals Inc - $1.59M, and 2seventy bio, Inc - $1.45M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Glass's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.35M earned over time. The largest contributors to dividend income include iShares MBS ETF - $3.18M, Vanguard Mortgage-Backed Securities Fund - $2.17M, Invitation Homes Inc - $1.33M, Rithm Capital Corp - $1.3M, and ELLINGTON FINANCIAL INC 1EL REIT - $867,143.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Glass's monthly returns?
Robert Glass'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 Robert Glass's strategy be considered aggressive or moderate?
Robert Glass'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 Robert Glass's strategy?
Robert Glass'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.
