Michael Snyder Portfolio
Invests via Beaumont Financial Advisors LLC | Managed by Michael Snyder
Invests via Beaumont Financial Advisors LLC
Managed by Michael Snyder
Automatically Tracked
Michael Snyder Profile
Michael Snyder is a prominent entrepreneur known for his significant contributions to technology commercialization. With extensive experience in founding and scaling innovative ventures, he has played a crucial role in driving the development of cutting-edge solutions within the tech landscape. His leadership at various startups highlights a commitment to not only advancing technological capabilities but also fostering entrepreneurial growth. By cultivating strategic partnerships and tapping into emerging markets, he consistently demonstrates an ability to navigate complex industry dynamics while capitalizing on new opportunities. Snyder's reputation as a forward-thinking leader solidifies his influence across both startup ecosystems and established corporations.
Michael Snyder is a prominent entrepreneur known for his significant contributions to technology commercialization. With extensive experience in founding and scaling innovative ventures, he has played a crucial role in driving the development of cutting-edge solutions within the tech landscape. His leadership at various startups highlights a commitment to not only advancing technological capabilities but also fostering entrepreneurial growth. By cultivating strategic partnerships and tapping into emerging markets, he consistently demonstrates an ability to navigate complex industry dynamics while capitalizing on new opportunities. Snyder's reputation as a forward-thinking leader solidifies his influence across both startup ecosystems and established corporations.
Investment Philosophy & Strategy
Innovation remains the cornerstone of Michael Snyder's investment approach. Drawing from extensive experience in launching and scaling technology ventures, he focuses on identifying disruptive solutions that have the potential to reshape industries. His strategic thinking emphasizes cultivating alliances with emerging players while fostering an ecosystem conducive to rapid growth. With a keen eye for technological advancement, investment selections are driven by potential market impact rather than traditional metrics. By engaging with nascent companies poised for breakthrough success, there’s a consistent alignment between capital deployment and long-term value creation.
Innovation remains the cornerstone of Michael Snyder's investment approach. Drawing from extensive experience in launching and scaling technology ventures, he focuses on identifying disruptive solutions that have the potential to reshape industries. His strategic thinking emphasizes cultivating alliances with emerging players while fostering an ecosystem conducive to rapid growth. With a keen eye for technological advancement, investment selections are driven by potential market impact rather than traditional metrics. By engaging with nascent companies poised for breakthrough success, there’s a consistent alignment between capital deployment and long-term value creation.
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:
58.51%
Gain +1.45%
Monthly
1.28%
Yearly
16.43%
Drawdown
17.26%
$1.62B
Equity
Holdings
$1.62B
Investment
$1.08B
$680.75M
Profit +$20.76M
Realized
$147.85M
Unrealized
$532.9M
Dividends
$71.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.45%
Profit
$20.76M
Win %
74%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$2.93M
Win %
74%
This Month
Compared to last month
Gain
0.25%
Profit
$4.03M
Win %
74%
This Year
Compared to last year
Gain
11.11%
Profit
$161.59M
Win %
74%
DELL Dell Technologies Inc.
+11.46%
+$504,366.72 
HPE Hewlett Packard Enterprise Company
+10.84%
+$50,686.96 
ETH Ethan Allen Interiors Inc
+6.07%
+$22,024.8 
VICR Vicor Corporation
+6.03%
+$40,436.1 
ANET Arista Networks, Inc.
+5.48%
+$29,339.49 
CIEN Ciena Corporation
+4.71%
+$24,940.25 
P Everpure Inc.
+4.09%
+$20,755.35 
TXN Texas Instruments Inc
+3.96%
+$55,091.15 
APH Amphenol Corporation
+3.61%
+$56,857.8 
GEV GE Vernova Inc.
+3.61%
+$25,856.34 
MRVL Marvell Technology, Inc.
+3.52%
+$18,752.98 
ETN Eaton Corporation plc
+3.52%
+$19,154.17 
RIOT Riot Platforms, Inc.
+3.25%
+$20,960.32 
ADI Analog Devices, Inc.
+3.23%
+$11,055.85 
CSCO Cisco Systems, Inc.
+3.2%
+$36,326.4 
BX Blackstone Inc.
+3.19%
+$9,184 
INTC Intel Corporation
+3.17%
+$51,727.1 
AMD Advanced Micro Devices, Inc.
+3.04%
+$110,404.73 
QCOM QUALCOMM Incorporated
+2.95%
+$64,842.25 
AMT American Tower Corporation
+2.94%
+$13,554.67 
IBM International Business Machines Corporation
+2.85%
+$45,707.55 
ISRG Intuitive Surgical, Inc.
+2.77%
+$6,620.06 
SOTK Sono-Tek Corporation
+2.55%
+$4,217.16 
T AT&T Inc.
+2.47%
+$9,528.12 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.46%
+$734,750.84 
SGDM Sprott Gold Miners ETF
+2.33%
+$15,211.87 
IRM Iron Mountain Inc.
+2.31%
+$7,432.06 
HODL VanEck Bitcoin ETF
+2.27%
+$7,221.06 
ARWR Arrowhead Pharmaceuticals Inc.
+2.23%
+$18,944 
UFOX Defiance Connective Technologies ETF
+2.23%
+$9,436.77 
PM Philip Morris International Inc.
+2.22%
+$82,268.9 
GOOGL Alphabet Inc
+2.22%
+$1.58M 
AAPL Apple Inc.
+2.19%
+$1.83M 
POW VistaShares Electrification Supercycle ETF
+2.12%
+$14,335.38 
GOOG Alphabet Inc
+2.07%
+$201,704.81 
IBIT iShares Bitcoin Trust
+2.07%
+$27,899.34 
GBTC Grayscale Bitcoin Trust ETF
+2.06%
+$318,242.82 
CRM Salesforce Inc
+2.04%
+$159,288.5 
AEM Agnico Eagle Mines Limited
+2.03%
+$5,188 
SOXX iShares Semiconductor ETF
+1.91%
+$24,165.92 
BA Boeing Company
+1.78%
+$5,128.76 
SLV iShares Silver Trust
+1.77%
+$15,496.86 
PSX Phillips 66
+1.76%
+$10,009.18 
CEG Constellation Energy Corporation
+1.73%
+$7,498.92 
CAT Caterpillar Inc.
+1.67%
+$25,331.72 
SHW The Sherwin-Williams Company
+1.67%
+$11,400.3 
GBUG Sprott Active Gold & Silver Fund
+1.65%
+$24,719.86 
VZ Verizon Communications Inc.
+1.65%
+$4,093.65 
SIVR abrdn Physical Silver Shares ETF
+1.64%
+$5,940 
SMH VanEck Semiconductor ETF
+1.63%
+$60,697.45 
INTU Intuit Inc.
+1.6%
+$2,455 
DE Deere & Company
+1.57%
+$50,458.43 
EMR Emerson Electric Co.
+1.56%
+$5,642.24 
XLK State Street Technology Select Sector SPDR ETF
+1.55%
+$23,855.44 
FTEC Fidelity MSCI Information Technology Index ETF
+1.48%
+$102,639.8 
SKYY First Trust Cloud Computing ETF
+1.41%
+$5,969.21 
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF
+1.41%
+$3,042.47 
AMZN Amazon.com Inc
+1.39%
+$532,141.24 
CEF Sprott Physical Gold and Silver Trust
+1.34%
+$333,340.56 
MTUM iShares MSCI USA Momentum Factor ETF
+1.33%
+$3,481.62 
QTUM Defiance Quantum ETF
+1.3%
+$5,405.5 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+1.3%
+$19,631.46 
PAVE Global X U.S. Infrastructure Development ETF
+1.25%
+$11,271.08 
ASML ASML Holding N.V. New York Registry Shares
+1.23%
+$13,645.86 
FDN First Trust Dow Jones Internet Index Fund
+1.22%
+$153,428.2 
FURY Fury Gold Mines Limited
+1.22%
+$86.4 
GLD SPDR Gold Shares
+1.22%
+$13,900.93 
MAR Marriott International Inc. - Class A
+1.21%
+$3,187.9 
DIS The Walt Disney Company
+1.2%
+$16,178.53 
VUG Vanguard Growth ETF
+1.19%
+$361,052.64 
AVGO Broadcom Inc.
+1.18%
+$48,755.81 
IEMG iShares Core MSCI Emerging Markets ETF
+1.18%
+$6,104.64 
META Meta Platforms Inc Class A
+1.17%
+$303,156 
MGK Vanguard Mega Cap Growth ETF
+1.16%
+$9,785 
TPL Texas Pacific Land Corporation
+1.15%
+$2,050.27 
GLDM SPDR Gold MiniShares Trust
+1.15%
+$75,520.76 
FCOM Fidelity MSCI Communication Services Index ETF
+1.14%
+$19,747.8 
SGOL abrdn Physical Gold Shares ETF
+1.13%
+$7,521.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.13%
+$16,954.11 
SIOO VistaShares Target 15 S&P 100 Distribution ETF
+1.12%
+$6,461.4 
IWF iShares Russell 1000 Growth ETF
+1.12%
+$35,876.8 
PHYS Sprott Physical Gold Trust
+1.12%
+$64,357.53 
VONG Vanguard Russell 1000 Growth Fund
+1.11%
+$11,798.32 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+1.11%
+$2,814.8 
AMAT Applied Materials, Inc.
+1.08%
+$5,648.15 
PH Parker-Hannifin Corporation
+1.08%
+$9,909.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.06%
+$6,544.44 
PSLV Sprott Physical Silver Trust
+1.05%
+$22,600.82 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.04%
+$8,295.44 
VOOG Vanguard S&P 500 Growth ETF
+1.03%
+$3,152.76 
IYJ iShares U.S. Industrials ETF
+1.03%
+$2,469.74 
VEU Vanguard FTSE All-World ex-US ETF
+1.03%
+$9,749.42 
PFXF VanEck Preferred Securities ex Financials ETF
+1.02%
+$4,965.54 
IUSG iShares Core S&P U.S. Growth ETF
+1.01%
+$7,025.35 
JGRO JPMorgan Active Growth ETF
+1.01%
+$93,787.47 
TRV The Travelers Companies, Inc.
+1.01%
+$4,762.63 
FIDU Fidelity MSCI Industrials Index ETF
+1.01%
+$17,539.63 
IWB iShares Russell 1000 ETF
+1.01%
+$5,581.07 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1%
+$4,915.76 
QQQ Invesco QQQ Trust, Series 1
+0.99%
+$22,390.8 
EFA iShares MSCI EAFE ETF
+0.98%
+$10,602.8 
FRDM Freedom 100 Emerging Markets ETF
+0.98%
+$214,502.95 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.98%
+$24,507.95 
QQQM Invesco NASDAQ 100 ETF
+0.97%
+$6,429.78 
JNJ Johnson & Johnson
+0.97%
+$297,013.61 
ICE Intercontinental Exchange, Inc.
+0.96%
+$6,639.44 
IEFA iShares Core MSCI EAFE ETF
+0.95%
+$3,961.16 
IVV iShares Core S&P 500 ETF
+0.95%
+$660,446.73 
SPY SPDR S&P 500 ETF Trust
+0.95%
+$36,194.3 
JPEF JPMorgan Equity Focus ETF
+0.95%
+$298,821.23 
ACN Accenture plc Class A
+0.94%
+$4,727.52 
URTH iShares MSCI World ETF
+0.94%
+$4,015.8 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.94%
+$3,547.95 
SCHX Schwab U.S. Large-Cap ETF
+0.94%
+$40,648.44 
VOO Vanguard S&P 500 ETF
+0.94%
+$228,856.21 
MGC Vanguard Mega Cap ETF
+0.93%
+$10,683.66 
VT Vanguard Total World Stock ETF
+0.93%
+$2,190.3 
XLC Communication Services Select Sector SPDR Fund
+0.92%
+$9,628.44 
EXPD Expeditors International of Washington, Inc.
+0.91%
+$9,431.96 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.9%
+$3,360.67 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.9%
+$2,465.64 
XLI Industrial Select Sector SPDR Fund
+0.89%
+$12,828.88 
NVDA NVIDIA Corporation
+0.89%
+$400,231.7 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.88%
+$3,760 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.88%
+$37,605.31 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.88%
+$37,266.73 
MSI Motorola Solutions, Inc.
+0.84%
+$5,841.54 
EIS iShares MSCI Israel ETF
+0.84%
+$5,688.75 
CVX Chevron Corporation
+0.83%
+$35,548.88 
HD The Home Depot, Inc.
+0.82%
+$16,455.56 
PG Procter & Gamble Co
+0.82%
+$20,079.54 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.81%
+$12,906.56 
EZU iShares MSCI Eurozone ETF
+0.81%
+$4,068.96 
IVE ISHARES S&P 500 VALUE ETF
+0.81%
+$2,823.66 
JPM JPMorgan Chase & Co.
+0.8%
+$45,212.08 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.8%
+$12,912.11 
IUSV iShares Core S&P U.S. Value ETF
+0.8%
+$4,847.04 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.79%
+$2,061.61 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.78%
+$1,807.93 
IWD iShares Russell 1000 Value ETF
+0.78%
+$9,804.69 
FQAL Fidelity Quality Factor ETF
+0.78%
+$2,652.47 
FAST Fastenal Co.
+0.78%
+$7,348.06 
QUAL iShares MSCI USA Quality Factor ETF
+0.77%
+$4,164.16 
AXP American Express Company
+0.76%
+$20,220.11 
TMO Thermo Fisher Scientific Inc.
+0.75%
+$13,862.87 
VO Vanguard Mid-Cap ETF
+0.75%
+$21,381.6 
KKR KKR & Co. Inc.
+0.74%
+$6,982.89 
ABBV AbbVie Inc.
+0.73%
+$15,050.62 
NFLX Netflix, Inc.
+0.73%
+$2,902.64 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.72%
+$33,239.83 
PNNT PennantPark Investment Corporation
+0.71%
+$709.9 
PLTR Palantir Technologies Inc.
+0.7%
+$3,321.63 
HAP VanEck Natural Resources ETF
+0.7%
+$70,538.58 
VB Vanguard Small-Cap ETF
+0.7%
+$17,616.99 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.69%
+$38,329.64 
JAVA JPMorgan Active Value ETF
+0.69%
+$8,818.32 
VYM Vanguard High Dividend Yield ETF
+0.68%
+$7,263.3 
RSP Invesco S&P 500 Equal Weight ETF
+0.67%
+$2,888.6 
IWR iShares Russell Mid-Cap ETF
+0.67%
+$5,961.18 
ITW Illinois Tool Works Inc.
+0.67%
+$5,607.33 
VXF Vanguard Extended Market ETF
+0.67%
+$5,857.43 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.66%
+$274,046.3 
SHEL Shell plc
+0.66%
+$3,420.9 
VIG Vanguard Dividend Appreciation ETF
+0.66%
+$2,435.16 
JEPI JPMorgan Equity Premium Income Fund
+0.65%
+$13,843.35 
MDY SPDR S&P MidCap 400 ETF Trust
+0.65%
+$10,129.66 
SCHV Schwab U.S. Large-Cap Value ETF
+0.64%
+$6,886.44 
VGK Vanguard FTSE Europe ETF
+0.64%
+$1,415.08 
OKE ONEOK, Inc.
+0.64%
+$1,411.54 
IJH iShares Core S&P Mid-Cap ETF
+0.64%
+$265,743.64 
TDVG T. Rowe Price Dividend Growth ETF
+0.63%
+$13,687.43 
SAMT Strategas Macro Thematic Opportunities ETF
+0.63%
+$247,448.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.62%
+$1,560 
GS The Goldman Sachs Group, Inc.
+0.62%
+$3,987.79 
VTV Vanguard Value ETF
+0.62%
+$46,559.45 
MGV Vanguard Mega Cap Value ETF
+0.61%
+$1,387.9 
ORCL Oracle Corporation
+0.6%
+$9,554.2 
IWM iShares Russell 2000 ETF
+0.59%
+$1,816.01 
DGRO iShares Core Dividend Growth ETF
+0.59%
+$91,183.96 
USMV iShares MSCI USA Min Vol Factor ETF
+0.59%
+$2,131.16 
WCMI First Trust WCM International Equity ETF
+0.59%
+$88,234.9 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.59%
+$2,171.4 
LIN Linde plc
+0.58%
+$2,756.7 
FREL Fidelity MSCI Real Estate Index ETF
+0.58%
+$10,058.07 
SCHM Schwab U.S. Mid-Cap ETF
+0.57%
+$11,980 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.57%
+$41,174.1 
VOE Vanguard Mid-Cap Value ETF
+0.57%
+$2,579.31 
VNQ Vanguard Real Estate ETF
+0.56%
+$6,834.35 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
+0.56%
+$1,082.44 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.55%
+$1,715.32 
IJR iShares Core S&P Small-Cap ETF
+0.55%
+$22,178.52 
G Genpact Ltd.
+0.52%
+$17,524.44 
V Visa Inc. Class A
+0.52%
+$119,767.18 
MSFT Microsoft Corp.
+0.52%
+$278,390.24 
JMUB JPMorgan Municipal Bond ETF
+0.52%
+$7,322.25 
WFC Wells Fargo & Company
+0.51%
+$1,582.04 
SCHA Schwab U.S. Small-Cap ETF
+0.51%
+$3,271.65 
GCOW Pacer Global Cash Cows Dividend ETF
+0.5%
+$44,325.83 
MUB iShares National Muni Bond ETF
+0.5%
+$7,098.69 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.49%
+$2,866.53 
TSLA Tesla, Inc.
+0.48%
+$7,188.85 
FMAT Fidelity MSCI Materials Index ETF
+0.48%
+$8,666.28 
SMOT VanEck Morningstar SMID Moat ETF
+0.47%
+$5,888.18 
MO Altria Group, Inc.
+0.47%
+$1,522.24 
UGP Ultrapar Participacoes S.A. Sponsored ADR
+0.46%
+$730.21 
BCSF Bain Capital Specialty Finance Inc.
+0.44%
+$1,968.95 
GBDC Golub Capital BDC, Inc.
+0.43%
+$924.38 
XLE Energy Select Sector SPDR Fund
+0.42%
+$2,242.07 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.42%
+$4,437 
KO The Coca-Cola Company
+0.42%
+$9,401.7 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.42%
+$1,201.59 
DTEC Alps Disruptive Technologies ETF
+0.42%
+$1,127.49 
HWM Howmet Aerospace Inc.
+0.41%
+$1,229.44 
XOM Exxon Mobil Corporation
+0.41%
+$11,369.9 
RDVI FT Vest Rising Dividend Achievers Fund
+0.4%
+$58,101.11 
PLD Prologis Inc.
+0.4%
+$1,076.76 
RDVY First Trust Rising Dividend Achievers ETF
+0.4%
+$12,080.64 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.39%
+$993.82 
MMM 3M Company
+0.37%
+$1,180.96 
VTEB Vanguard Tax-Exempt Bond ETF
+0.37%
+$5,853.42 
DVY iShares Select Dividend ETF
+0.37%
+$33,916.2 
DKS Dick's Sporting Goods, Inc.
+0.35%
+$36,311.94 
ITM VanEck Intermediate Muni ETF
+0.35%
+$4,218.17 
XLP Consumer Staples Select Sector SPDR Fund
+0.34%
+$6,911.9 
NEE NextEra Energy, Inc.
+0.33%
+$9,960.3 
FENY Fidelity MSCI Energy Index ETF
+0.32%
+$7,008.79 
OBDC Blue Owl Capital Corporation
+0.32%
+$392.21 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.31%
+$637.8 
SPGI S&P Global Inc.
+0.3%
+$2,122.95 
CHKP Check Point Software Technologies Ltd.
+0.3%
+$1,237.11 
LOW Lowe's Companies Inc.
+0.29%
+$50,186.24 
HDV iShares Core High Dividend ETF
+0.29%
+$32,022.9 
SDY SPDR S&P Dividend ETF
+0.29%
+$1,973.84 
XLF Financial Select Sector SPDR Fund
+0.28%
+$2,706.72 
APLU Allspring Core Plus ETF
+0.27%
+$46,235.93 
SYK Stryker Corporation
+0.27%
+$2,733.08 
SCHD Schwab U.S. Dividend Equity ETF
+0.27%
+$3,145.41 
RAAX VanEck Real Assets ETF
+0.25%
+$37,801.1 
CRS Carpenter Technology Corporation
+0.24%
+$3,988.44 
MCK McKesson Corporation
+0.24%
+$947.39 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.23%
+$4,403.16 
JNK SPDR Bloomberg High Yield Bond ETF
+0.23%
+$866.45 
MA Mastercard Incorporated
+0.22%
+$3,928.68 
EMBX VanEck Emerging Markets Bond ETF
+0.22%
+$31,979.9 
AEP American Electric Power Company, Inc.
+0.22%
+$15,956.73 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.22%
+$1,284.2 
IBB iShares Biotechnology ETF
+0.2%
+$3,442.77 
CMCSA Comcast Corp
+0.2%
+$883.45 
ALL Allstate Corporation
+0.19%
+$624.96 
XBI SPDR S&P Biotech ETF
+0.19%
+$1,229.4 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.18%
+$1,364.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.18%
+$550.9 
BBDC Barings BDC Inc.
+0.17%
+$272.77 
ITA iShares U.S. Aerospace & Defense ETF
+0.17%
+$849.37 
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF
+0.17%
+$404.85 
BND Vanguard Total Bond Market Index Fund
+0.15%
+$2,919.62 
MOAT VanEck Morningstar Wide Moat Fund
+0.14%
+$12,037.2 
WMT Walmart Inc.
+0.13%
+$2,459.8 
ARCC Ares Capital Corporation
+0.13%
+$313.5 
WCN Waste Connections Inc.
+0.12%
+$6,588 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.1%
+$2,760.47 
AFL Aflac Inc.
+0.1%
+$439.19 
JBND JPMorgan Active Bond ETF
+0.1%
+$491.22 
XLU Utilities Select Sector SPDR Fund
+0.09%
+$275.68 
SPLV Invesco S&P 500 Low Volatility ETF
+0.09%
+$535.27 
FTRB Federated Hermes Total Return Bond ETF
+0.08%
+$5,486.32 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.07%
+$770.43 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$743.36 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$461.3 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$232.15 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$546.5 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$666.09 
LRCX Lam Research Corporation
+0.04%
+$2,122.35 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.04%
+$132.87 
FUTY Fidelity MSCI Utilities Index ETF
+0.04%
+$1,067.12 
BSX Boston Scientific Corporation
+0.04%
+$54.08 
HTGC Hercules Capital Inc.
+0.04%
+$80.76 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.03%
+$68.25 
CLOI VanEck CLO ETF
+0.03%
+$3,352.99 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$7,039.07 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$54.56 
RDDT Reddit Inc Class A
+0.03%
+$272.72 
JPIE JPMorgan Income ETF
+0.02%
+$167.79 
CLIP Global X 1-3 Month T-Bill ETF
+0.02%
+$86.5 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$9,708.41 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.01%
+$29.28 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$107.48 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.01%
+$194.34 
COST Costco Wholesale Corporation
+0.01%
+$279.31 
COKE Coca-Cola Consolidated Inc.
+0.01%
+$28.61 
MU Micron Technology, Inc.
0%
+$35.03 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 FFGX
FFGX
0%
$0 
DNN Denison Mines Corp.
-3.4%
-$1,175.93 
STX Seagate Technology Holdings plc
-3.08%
-$21,795.62 
URNM Sprott Uranium Miners ETF
-2.41%
-$5,826.77 
UNH UnitedHealth Group Incorporated
-2.06%
-$16,635.18 
CTA Simplify Managed Futures Strategy ETF
-1.88%
-$293,089.09 
NLR VanEck Uranium and Nuclear ETF
-1.85%
-$26,301.7 
UBER Uber Technologies, Inc.
-1.67%
-$3,846.59 
URA Global X Uranium ETF
-1.6%
-$4,100.4 
ABT Abbott Laboratories
-1.19%
-$85,095.09 
LMT Lockheed Martin Corporation
-1.13%
-$9,384 
AMGN Amgen Inc.
-1.05%
-$16,760.77 
TJX The TJX Companies, Inc.
-1.02%
-$41,443.89 
ROP Roper Technologies Inc.
-1.01%
-$7,083.42 
EBC Eastern Bankshares, Inc.
-0.81%
-$15,219.05 
SCHW Charles Schwab Corporation
-0.71%
-$2,272.05 
BKNG Booking Holdings Inc.
-0.67%
-$1,586.25 
NSC Norfolk Southern Corporation
-0.64%
-$2,416.96 
BMY Bristol-Myers Squibb Company
-0.63%
-$3,480.8 
STZ Constellation Brands, Inc.
-0.59%
-$1,400.14 
KMB Kimberly-Clark Corporation
-0.57%
-$3,731.42 
UNP Union Pacific Corporation
-0.57%
-$6,029.37 
WM Waste Management, Inc.
-0.57%
-$3,849.1 
KVUE Kenvue Inc.
-0.56%
-$1,031.1 
LHX L3Harris Technologies, Inc.
-0.55%
-$822.49 
SNOW Snowflake Inc.
-0.51%
-$3,222.24 
RTX RTX Corporation
-0.49%
-$8,011.57 
C Citigroup Inc.
-0.48%
-$2,599.08 
LLY Eli Lilly and Company
-0.48%
-$25,043.35 
CCJ Cameco Corporation
-0.46%
-$1,738.35 
SRE Sempra
-0.46%
-$1,178.1 
ES Eversource Energy
-0.45%
-$1,311.61 
TAIL Cambria Tail Risk ETF
-0.44%
-$31,985.6 
CHD Church & Dwight Co., Inc.
-0.42%
-$2,326.95 
RVMD Revolution Medicines Inc.
-0.4%
-$8,036 
SBUX Starbucks Corporation
-0.4%
-$1,868.8 
CI The Cigna Group
-0.34%
-$960.96 
TOST Toast Inc.
-0.33%
-$6,825 
MRK Merck & Co., Inc.
-0.31%
-$6,714.76 
PGR Progressive Corporation
-0.29%
-$3,648.75 
ADP Automatic Data Processing Inc.
-0.26%
-$3,078.74 
EMLP First Trust North American Energy Infrastructure Fund
-0.22%
-$1,247.26 
NOC Northrop Grumman Corporation
-0.21%
-$632.21 
GE General Electric Company
-0.21%
-$1,867.7 
HACK Amplify Cybersecurity ETF
-0.2%
-$695.74 
GILD Gilead Sciences Inc.
-0.19%
-$472.36 
VRTX Vertex Pharmaceuticals Incorporated
-0.19%
-$494.7 
JPIB JPMorgan International Bond ETF
-0.18%
-$525.3 
PEG Public Service Enterprise Group Incorporated
-0.18%
-$334.88 
MCD McDonald's Corporation
-0.18%
-$32,653.88 
SEIC SEI Investments Company
-0.17%
-$1,164.02 
BRK-A Berkshire Hathaway Inc.
-0.16%
-$1,244 
CCAP Crescent Capital BDC, Inc.
-0.15%
-$156.72 
GD General Dynamics Corporation
-0.14%
-$4,824.5 
MS Morgan Stanley
-0.13%
-$556.74 
DUK Duke Energy Corporation
-0.13%
-$303.45 
AMLP Alerian MLP ETF
-0.11%
-$597.72 
DHR Danaher Corporation
-0.1%
-$915.6 
CGBD Carlyle Secured Lending, Inc.
-0.09%
-$105.31 
SO The Southern Company
-0.09%
-$696.4 
FHLC Fidelity MSCI Health Care Index ETF
-0.09%
-$1,871.8 
BAC Bank of America Corporation
-0.08%
-$3,582.4 
PEP PepsiCo, Inc.
-0.08%
-$10,722.16 
HON Honeywell International Inc.
-0.08%
-$445.97 
BRK-B Berkshire Hathaway Inc.
-0.07%
-$20,977.15 
XLV Health Care Select Sector SPDR Fund
-0.07%
-$752.29 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
-0.06%
-$2,114.41 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.04%
-$3,275.96 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
-0.03%
-$65.61 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$280.38 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.03%
-$1,754.67 
DBND DoubleLine Opportunistic Bond ETF
-0.02%
-$277.71 
JSCP JPMorgan Short Duration Core Plus ETF
-0.01%
-$25.7 Events
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Dividends
Dividend Analysis
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| Trades 4312 | Longs Won 3151/4312 73% | Profit Factor 14.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.57M |
| Average Win $231,509.54 | Best Trade (Aug 05) $61.04M | Sharpe Ratio -176.95 |
| Average Loss -$41,978.79 | Worst Trade (Sep 30) -$5.9M | Z-Score 10.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w | Expectancy $157,873.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 256,931 | $33.38M | $85.74M | - | $52.36M | 156.84% | +2.186% |
| ABBV AbbVie Inc. | 8,027 | $1.3M | $2.06M | - | $757,291.37 | 58.05% | +0.735% |
| ABT Abbott Laboratories | 69,183 | $7.33M | $7.07M | - | -$268,659.14 | -3.66% | -1.19% |
| ACN Accenture plc Class A | 2,814 | $829,758.55 | $505,366.26 | - | -$324,392.29 | -39.09% | +0.944% |
| ADI Analog Devices, Inc. | 949 | $239,503.09 | $353,882.1 | - | $114,379.01 | 47.76% | +3.225% |
| ADP Automatic Data Processing Inc. | 4,462 | $1.18M | $1.19M | - | $11,374.14 | 0.97% | -0.258% |
| AEM Agnico Eagle Mines Limited | 1,297 | $154,252.35 | $260,281.96 | - | $106,029.61 | 68.74% | +2.034% |
| AEP American Electric Power Company, Inc. | 59,099 | $4.88M | $7.31M | - | $2.43M | 49.86% | +0.219% |
| AFL Aflac Inc. | 3,819 | $298,162.09 | $437,600.11 | - | $139,438.02 | 46.77% | +0.1% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 351,420 | $13.34M | $22.39M | - | $9.05M | 67.85% | 0.0 |
| ALL Allstate Corporation | 1,302 | $199,126.21 | $328,455.54 | - | $129,329.33 | 64.95% | +0.191% |
| AMAT Applied Materials, Inc. | 1,148 | $212,264.68 | $526,851.64 | - | $314,586.96 | 148.21% | +1.084% |
| AMD Advanced Micro Devices, Inc. | 7,216 | $906,181.27 | $3.74M | - | $2.84M | 313.2% | +3.038% |
| AMGN Amgen Inc. | 4,159 | $1.1M | $1.57M | - | $478,057.45 | 43.62% | -1.054% |
| AMLP Alerian MLP ETF | 9,962 | $501,068.32 | $554,783.78 | - | $53,715.46 | 10.72% | -0.108% |
| AMT American Tower Corporation | 2,663 | $572,727.44 | $474,200.41 | - | -$98,527.03 | -17.2% | +2.943% |
| AMZN Amazon.com Inc | 152,476 | $13.58M | $38.94M | - | $25.36M | 186.81% | +1.386% |
| ANET Arista Networks, Inc. | 2,832 | $313,020.96 | $564,559.2 | - | $251,538.24 | 80.36% | +5.482% |
| APH Amphenol Corporation | 19,640 | $479,482.84 | $1.63M | - | $1.15M | 240.57% | +3.607% |
| APLU Allspring Core Plus ETF | 711,322 | $17.82M | $17.06M | - | -$753,316.94 | -4.23% | +0.272% |
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FAQ
Which stocks have generated the highest profits for Michael Snyder?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan U.S. Quality Factor ETF - $13.38M, JPMorgan Active Growth ETF - $12.13M, iShares Global 100 ETF - $10.61M, Microsoft Corp - $9.15M, and Broadcom Inc - $7.21M. 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: Natura & Co Holding SA - $6.6M, First Trust Nasdaq Clean Edge Green Energy Index Fund - $1.6M, BP p.l.c. Sponsored ADR - $920,459.58, Revvity Inc - $756,244.9, and Danaher Corporation - $735,210.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Snyder's portfolio generate?
The portfolio generates substantial dividend income, with a total of $71.54M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $6.13M, Johnson & Johnson - $2.38M, iShares Core S&P 500 ETF - $2.25M, McDonald's Corporation - $1.88M, and JPMorgan Equity Premium Income Fund - $1.87M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Snyder's monthly returns?
Michael Snyder'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 Michael Snyder's strategy be considered aggressive or moderate?
Michael Snyder's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Michael Snyder's strategy?
Michael Snyder'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.
