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:
49.54%
Gain -0.69%
Monthly
1.25%
Yearly
16.07%
Drawdown
17.48%
$1.57B
Equity
Holdings
$1.57B
Investment
$1.08B
$637.49M
Profit -$10.08M
Realized
$146.88M
Unrealized
$490.61M
Dividends
$69.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.69%
Profit
-$10.08M
Win %
74%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$10.08M
Win %
74%
This Month
Compared to last month
Gain
-0.67%
Profit
-$10.59M
Win %
74%
This Year
Compared to last year
Gain
8.2%
Profit
$119.31M
Win %
74%
MMM 3M Company
+9.62%
+$29,620.8 
STX Seagate Technology Holdings plc
+9.08%
+$59,728.8 
MU Micron Technology, Inc.
+7.33%
+$110,886.57 
CIEN Ciena Corporation
+6.67%
+$39,985.07 
AMAT Applied Materials, Inc.
+6.49%
+$39,186.97 
MRVL Marvell Technology, Inc.
+6%
+$27,495.02 
INTC Intel Corporation
+5.87%
+$92,864.43 
DELL Dell Technologies Inc.
+5.43%
+$179,932.48 
AIS VistaShares Artificial Intelligence Supercycle ETF
+4.58%
+$1.07M 
AMD Advanced Micro Devices, Inc.
+4.55%
+$165,318.49 
RIOT Riot Platforms, Inc.
+4.52%
+$27,741.6 
ANET Arista Networks, Inc.
+4.06%
+$19,484.13 
SOXX iShares Semiconductor ETF
+4%
+$51,112.1 
PSLV Sprott Physical Silver Trust
+3.84%
+$71,691.34 
HPE Hewlett Packard Enterprise Company
+3.67%
+$13,846.82 
SIVR abrdn Physical Silver Shares ETF
+3.64%
+$11,700 
SLV iShares Silver Trust
+3.63%
+$28,107.05 
ORCL Oracle Corporation
+3.62%
+$45,590.15 
LRCX Lam Research Corporation
+3.48%
+$174,045.66 
FRDM Freedom 100 Emerging Markets ETF
+3.32%
+$670,126.02 
ASML ASML Holding N.V. New York Registry Shares
+3.31%
+$37,846.47 
SMH VanEck Semiconductor ETF
+3.13%
+$115,825.97 
GBUG Sprott Active Gold & Silver Fund
+3.03%
+$33,128.69 
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF
+3.01%
+$4,768.05 
CRS Carpenter Technology Corporation
+2.87%
+$58,811.03 
TXN Texas Instruments Inc
+2.76%
+$42,125.4 
MTUM iShares MSCI USA Momentum Factor ETF
+2.67%
+$6,989.2 
P Everpure Inc.
+2.66%
+$10,027.26 
UFOX Defiance Connective Technologies ETF
+2.62%
+$10,956.16 
GBTC Grayscale Bitcoin Trust ETF
+2.55%
+$332,473.19 
C Citigroup Inc.
+2.53%
+$12,818.19 
HODL VanEck Bitcoin ETF
+2.52%
+$6,783.42 
URA Global X Uranium ETF
+2.51%
+$5,524.15 
IBIT iShares Bitcoin Trust
+2.51%
+$28,515.9 
BTC Grayscale Bitcoin Mini Trust ETF
+2.5%
+$105,801.84 
DNN Denison Mines Corp.
+2.47%
+$749 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.47%
+$623,424.2 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+2.4%
+$4,519.53 
ARWR Arrowhead Pharmaceuticals Inc.
+2.35%
+$17,240.06 
SGDM Sprott Gold Miners ETF
+2.29%
+$10,952.55 
CEG Constellation Energy Corporation
+2.26%
+$8,713.32 
CCJ Cameco Corporation
+2.22%
+$7,262.44 
TSLA Tesla, Inc.
+2.19%
+$33,031.99 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+2.17%
+$31,379.6 
CEF Sprott Physical Gold and Silver Trust
+2.14%
+$477,411.48 
ISRG Intuitive Surgical, Inc.
+2.14%
+$5,005.65 
JTEK JPMorgan U.S. Tech Leaders ETF
+2.12%
+$7,916.12 
UNH UnitedHealth Group Incorporated
+2.11%
+$18,550.62 
BRK-B Berkshire Hathaway Inc.
+2.1%
+$583,675.03 
IEMG iShares Core MSCI Emerging Markets ETF
+2.07%
+$10,174.4 
QTUM Defiance Quantum ETF
+2.05%
+$8,236.27 
APH Amphenol Corporation
+2.03%
+$15,024.6 
URNM Sprott Uranium Miners ETF
+2.02%
+$4,320.23 
POW VistaShares Electrification Supercycle ETF
+1.96%
+$13,804.44 
FURY Fury Gold Mines Limited
+1.94%
+$118.8 
XLK State Street Technology Select Sector SPDR ETF
+1.91%
+$27,820.26 
ETH Ethan Allen Interiors Inc
+1.88%
+$5,255.04 
NLR VanEck Uranium and Nuclear ETF
+1.84%
+$23,285.45 
CAT Caterpillar Inc.
+1.73%
+$28,117.06 
ADI Analog Devices, Inc.
+1.72%
+$6,073.6 
MS Morgan Stanley
+1.67%
+$7,278.86 
SOTK Sono-Tek Corporation
+1.67%
+$3,300.39 
GEV GE Vernova Inc.
+1.61%
+$13,494.64 
WCMI First Trust WCM International Equity ETF
+1.6%
+$230,178 
FTEC Fidelity MSCI Information Technology Index ETF
+1.58%
+$103,980.7 
CGBD Carlyle Secured Lending, Inc.
+1.54%
+$1,604.8 
JGRO JPMorgan Active Growth ETF
+1.54%
+$141,921.78 
MRK Merck & Co., Inc.
+1.54%
+$28,895.44 
RVMD Revolution Medicines Inc.
+1.52%
+$26,852 
RDDT Reddit Inc Class A
+1.47%
+$18,204.06 
AEM Agnico Eagle Mines Limited
+1.36%
+$2,399.45 
CI The Cigna Group
+1.32%
+$3,743.73 
QQQ Invesco QQQ Trust, Series 1
+1.28%
+$28,329.86 
QQQM Invesco NASDAQ 100 ETF
+1.27%
+$8,261.34 
HTGC Hercules Capital Inc.
+1.25%
+$2,647.8 
SNOW Snowflake Inc.
+1.25%
+$6,549.97 
GS The Goldman Sachs Group, Inc.
+1.22%
+$8,191.5 
EXPD Expeditors International of Washington, Inc.
+1.19%
+$11,503.72 
CCAP Crescent Capital BDC, Inc.
+1.19%
+$1,358.24 
GLD SPDR Gold Shares
+1.18%
+$12,500.71 
CTA Simplify Managed Futures Strategy ETF
+1.17%
+$160,322.24 
GLDM SPDR Gold MiniShares Trust
+1.16%
+$70,897.04 
PHYS Sprott Physical Gold Trust
+1.16%
+$61,712.7 
SGOL abrdn Physical Gold Shares ETF
+1.15%
+$7,117 
EIS iShares MSCI Israel ETF
+1.15%
+$7,548 
SCHA Schwab U.S. Small-Cap ETF
+1.12%
+$7,313.1 
QCOM QUALCOMM Incorporated
+1.12%
+$23,579 
NVDA NVIDIA Corporation
+1.11%
+$466,249.3 
VEU Vanguard FTSE All-World ex-US ETF
+1.07%
+$9,805.77 
XBI SPDR S&P Biotech ETF
+1.03%
+$6,392.88 
HON Honeywell International Inc.
+1.02%
+$6,439.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.01%
+$4,801.44 
ETN Eaton Corporation plc
+1.01%
+$5,394.6 
VONG Vanguard Russell 1000 Growth Fund
+1%
+$10,482.68 
AVGO Broadcom Inc.
+0.99%
+$42,955.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.99%
+$14,337.74 
IWF iShares Russell 1000 Growth ETF
+0.98%
+$30,996.5 
JPM JPMorgan Chase & Co.
+0.94%
+$50,723.8 
CSCO Cisco Systems, Inc.
+0.91%
+$10,612.8 
XOM Exxon Mobil Corporation
+0.9%
+$22,570.1 
SCHM Schwab U.S. Mid-Cap ETF
+0.88%
+$18,269.5 
PSX Phillips 66
+0.84%
+$3,841.25 
IUSG iShares Core S&P U.S. Growth ETF
+0.8%
+$5,443.44 
HWM Howmet Aerospace Inc.
+0.8%
+$2,823.17 
EZU iShares MSCI Eurozone ETF
+0.79%
+$3,850.98 
BCSF Bain Capital Specialty Finance Inc.
+0.78%
+$3,898.52 
EFA iShares MSCI EAFE ETF
+0.78%
+$8,105.02 
RAAX VanEck Real Assets ETF
+0.78%
+$110,752.51 
SCHV Schwab U.S. Large-Cap Value ETF
+0.77%
+$8,138.52 
IBB iShares Biotechnology ETF
+0.77%
+$12,049.69 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.77%
+$4,585.56 
IEFA iShares Core MSCI EAFE ETF
+0.75%
+$3,013.01 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.75%
+$5,820 
GE General Electric Company
+0.73%
+$6,889.83 
VOOG Vanguard S&P 500 Growth ETF
+0.72%
+$2,144.61 
IRM Iron Mountain Inc.
+0.72%
+$2,553.43 
ABBV AbbVie Inc.
+0.72%
+$14,609.14 
VT Vanguard Total World Stock ETF
+0.69%
+$1,594.3 
WFC Wells Fargo & Company
+0.67%
+$2,016.66 
TPL Texas Pacific Land Corporation
+0.67%
+$1,317.34 
HAP VanEck Natural Resources ETF
+0.65%
+$58,782.15 
OBDC Blue Owl Capital Corporation
+0.64%
+$784.42 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.62%
+$2,585 
PNNT PennantPark Investment Corporation
+0.62%
+$567.92 
ARCC Ares Capital Corporation
+0.61%
+$1,442.1 
MGK Vanguard Mega Cap Growth ETF
+0.6%
+$4,940 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.59%
+$1,560.96 
BAC Bank of America Corporation
+0.59%
+$25,435.04 
AMGN Amgen Inc.
+0.58%
+$8,858.63 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.58%
+$1,530.78 
VUG Vanguard Growth ETF
+0.57%
+$170,111.34 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.57%
+$1,169.3 
VGK Vanguard FTSE Europe ETF
+0.54%
+$1,168.97 
MGV Vanguard Mega Cap Value ETF
+0.53%
+$1,187.66 
VXF Vanguard Extended Market ETF
+0.53%
+$4,648.75 
PH Parker-Hannifin Corporation
+0.53%
+$4,944.7 
FIDU Fidelity MSCI Industrials Index ETF
+0.51%
+$9,201.12 
NFLX Netflix, Inc.
+0.49%
+$1,725.9 
LLY Eli Lilly and Company
+0.48%
+$25,651.88 
IVV iShares Core S&P 500 ETF
+0.47%
+$320,217.92 
URTH iShares MSCI World ETF
+0.47%
+$1,966.5 
FENY Fidelity MSCI Energy Index ETF
+0.47%
+$9,141.9 
RTX RTX Corporation
+0.46%
+$7,395.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$19,375.85 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$16,538.83 
RDVY First Trust Rising Dividend Achievers ETF
+0.44%
+$13,213.2 
VO Vanguard Mid-Cap ETF
+0.44%
+$12,444.09 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.43%
+$23,492.36 
MGC Vanguard Mega Cap ETF
+0.43%
+$4,796.31 
IWM iShares Russell 2000 ETF
+0.43%
+$1,327.5 
VOO Vanguard S&P 500 ETF
+0.42%
+$101,635.95 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.42%
+$1,547.93 
IWB iShares Russell 1000 ETF
+0.42%
+$2,277.72 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.41%
+$17,055.29 
META Meta Platforms Inc Class A
+0.4%
+$104,661 
BBDC Barings BDC Inc.
+0.39%
+$587.38 
SCHX Schwab U.S. Large-Cap ETF
+0.37%
+$15,635.13 
QUAL iShares MSCI USA Quality Factor ETF
+0.36%
+$1,921.92 
FMAT Fidelity MSCI Materials Index ETF
+0.35%
+$6,190.2 
VTV Vanguard Value ETF
+0.35%
+$25,828.6 
VB Vanguard Small-Cap ETF
+0.35%
+$8,873.42 
XLI Industrial Select Sector SPDR Fund
+0.34%
+$5,190.6 
SHEL Shell plc
+0.34%
+$1,601.85 
UBER Uber Technologies, Inc.
+0.34%
+$778.86 
EMR Emerson Electric Co.
+0.34%
+$1,118.7 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.32%
+$137,023.15 
ITA iShares U.S. Aerospace & Defense ETF
+0.31%
+$1,630.8 
EBC Eastern Bankshares, Inc.
+0.31%
+$6,087.62 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$130,044.76 
IJR iShares Core S&P Small-Cap ETF
+0.3%
+$12,226.62 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$4,659.18 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.29%
+$20,587.05 
JPEF JPMorgan Equity Focus ETF
+0.29%
+$90,896.04 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.28%
+$4,489.9 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.28%
+$899.84 
FQAL Fidelity Quality Factor ETF
+0.28%
+$925.42 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$2,773.26 
PFXF VanEck Preferred Securities ex Financials ETF
+0.26%
+$1,240.69 
BX Blackstone Inc.
+0.26%
+$723.24 
MAR Marriott International Inc. - Class A
+0.24%
+$698.61 
IWR iShares Russell Mid-Cap ETF
+0.23%
+$2,082.33 
PAVE Global X U.S. Infrastructure Development ETF
+0.22%
+$2,118.62 
BMY Bristol-Myers Squibb Company
+0.22%
+$1,131.26 
PLD Prologis Inc.
+0.2%
+$598.2 
VRTX Vertex Pharmaceuticals Incorporated
+0.19%
+$469.21 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.18%
+$413.36 
IYJ iShares U.S. Industrials ETF
+0.16%
+$406.51 
JEPI JPMorgan Equity Premium Income Fund
+0.15%
+$3,223.8 
JAVA JPMorgan Active Value ETF
+0.15%
+$1,889.64 
CVX Chevron Corporation
+0.14%
+$5,322.26 
EMBX VanEck Emerging Markets Bond ETF
+0.14%
+$20,005.3 
FDN First Trust Dow Jones Internet Index Fund
+0.13%
+$15,894.72 
AMLP Alerian MLP ETF
+0.13%
+$697.34 
FHLC Fidelity MSCI Health Care Index ETF
+0.13%
+$2,674 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$2,889.65 
GBDC Golub Capital BDC, Inc.
+0.12%
+$252.1 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.11%
+$262.44 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.1%
+$394.8 
BKNG Booking Holdings Inc.
+0.09%
+$216 
SKYY First Trust Cloud Computing ETF
+0.08%
+$297.11 
BA Boeing Company
+0.08%
+$225.44 
IVE ISHARES S&P 500 VALUE ETF
+0.07%
+$253.98 
SAMT Strategas Macro Thematic Opportunities ETF
+0.07%
+$28,551.75 
XLE Energy Select Sector SPDR Fund
+0.07%
+$326.12 
XLV Health Care Select Sector SPDR Fund
+0.07%
+$752.29 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$242.6 
IUSV iShares Core S&P U.S. Value ETF
+0.05%
+$323.1 
VIG Vanguard Dividend Appreciation ETF
+0.05%
+$187.32 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.04%
+$104 
CMCSA Comcast Corp
+0.02%
+$88.34 
KKR KKR & Co. Inc.
+0.02%
+$187.46 
CLOI VanEck CLO ETF
+0.02%
+$2,235.33 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$9,643.68 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$2,815.63 
ITM VanEck Intermediate Muni ETF
+0.01%
+$136.07 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.01%
+$60.99 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$30.27 
SIOO VistaShares Target 15 S&P 100 Distribution ETF
0%
+$11.75 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
FFGX
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
DHR Danaher Corporation
-12.49%
-$109,545 
VICR Vicor Corporation
-8.39%
-$73,003.35 
NOC Northrop Grumman Corporation
-3.12%
-$9,497.51 
SPGI S&P Global Inc.
-2.85%
-$21,935.97 
CHKP Check Point Software Technologies Ltd.
-2.42%
-$10,435.88 
PGR Progressive Corporation
-2.09%
-$25,891.53 
WM Waste Management, Inc.
-1.99%
-$15,002.02 
GILD Gilead Sciences Inc.
-1.77%
-$3,989.76 
WCN Waste Connections Inc.
-1.77%
-$99,808.2 
LMT Lockheed Martin Corporation
-1.72%
-$13,716.28 
CHD Church & Dwight Co., Inc.
-1.69%
-$9,705.42 
CRM Salesforce Inc
-1.64%
-$91,342.5 
INTU Intuit Inc.
-1.57%
-$2,268.42 
SYK Stryker Corporation
-1.52%
-$18,195.84 
ICE Intercontinental Exchange, Inc.
-1.51%
-$9,535.88 
ROP Roper Technologies Inc.
-1.51%
-$9,902.38 
TMO Thermo Fisher Scientific Inc.
-1.51%
-$24,367.31 
SHW The Sherwin-Williams Company
-1.42%
-$9,873.09 
TJX The TJX Companies, Inc.
-1.35%
-$67,526.33 
MO Altria Group, Inc.
-1.32%
-$4,685.65 
FAST Fastenal Co.
-1.3%
-$11,215.46 
UGP Ultrapar Participacoes S.A. Sponsored ADR
-1.28%
-$1,669.04 
SRE Sempra
-1.19%
-$3,289.5 
OKE ONEOK, Inc.
-1.16%
-$2,510.69 
ADP Automatic Data Processing Inc.
-1.1%
-$12,560.53 
DKS Dick's Sporting Goods, Inc.
-1.09%
-$183,927.87 
AMT American Tower Corporation
-1.06%
-$4,726.82 
TRV The Travelers Companies, Inc.
-1.02%
-$4,820.32 
HD The Home Depot, Inc.
-1%
-$21,765.92 
COST Costco Wholesale Corporation
-0.99%
-$30,477.65 
ACN Accenture plc Class A
-0.96%
-$3,911.46 
PG Procter & Gamble Co
-0.95%
-$24,370.04 
BSX Boston Scientific Corporation
-0.93%
-$1,470.84 
HACK Amplify Cybersecurity ETF
-0.93%
-$3,300.72 
AMZN Amazon.com Inc
-0.92%
-$352,219.56 
ALL Allstate Corporation
-0.92%
-$3,046.68 
MCD McDonald's Corporation
-0.91%
-$179,410.92 
V Visa Inc. Class A
-0.9%
-$204,104.77 
KMB Kimberly-Clark Corporation
-0.89%
-$6,383.04 
ES Eversource Energy
-0.86%
-$2,707.84 
AEP American Electric Power Company, Inc.
-0.86%
-$66,781.87 
TOST Toast Inc.
-0.86%
-$17,225 
SO The Southern Company
-0.85%
-$6,964 
LHX L3Harris Technologies, Inc.
-0.84%
-$1,435.56 
MA Mastercard Incorporated
-0.84%
-$14,342.8 
AAPL Apple Inc.
-0.84%
-$703,990.94 
VZ Verizon Communications Inc.
-0.82%
-$1,761.51 
UNP Union Pacific Corporation
-0.8%
-$8,766.63 
MCK McKesson Corporation
-0.79%
-$2,954.42 
KVUE Kenvue Inc.
-0.79%
-$1,546.65 
PM Philip Morris International Inc.
-0.78%
-$29,437.45 
LOW Lowe's Companies Inc.
-0.77%
-$135,848.96 
MOAT VanEck Morningstar Wide Moat Fund
-0.74%
-$63,395.92 
STZ Constellation Brands, Inc.
-0.74%
-$1,918 
XLP Consumer Staples Select Sector SPDR Fund
-0.74%
-$15,551.55 
PLTR Palantir Technologies Inc.
-0.72%
-$2,753.83 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.68%
-$49,095.67 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.67%
-$13,209.48 
LIN Linde plc
-0.63%
-$3,297.82 
GOOG Alphabet Inc
-0.63%
-$64,854.52 
GOOGL Alphabet Inc
-0.62%
-$465,966.27 
MSFT Microsoft Corp.
-0.61%
-$265,859.96 
SBUX Starbucks Corporation
-0.6%
-$2,943.36 
DUK Duke Energy Corporation
-0.6%
-$1,517.25 
IBM International Business Machines Corporation
-0.59%
-$8,681.69 
PEG Public Service Enterprise Group Incorporated
-0.59%
-$1,184.96 
G Genpact Ltd.
-0.59%
-$17,524.44 
AFL Aflac Inc.
-0.58%
-$2,768.78 
MSI Motorola Solutions, Inc.
-0.55%
-$3,361.51 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.54%
-$5,679.36 
SPLV Invesco S&P 500 Low Volatility ETF
-0.53%
-$3,335.18 
NSC Norfolk Southern Corporation
-0.53%
-$2,045.12 
T AT&T Inc.
-0.52%
-$1,713.55 
WMT Walmart Inc.
-0.51%
-$10,014.9 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.48%
-$3,683.88 
COKE Coca-Cola Consolidated Inc.
-0.45%
-$1,563.74 
BRK-A Berkshire Hathaway Inc.
-0.45%
-$3,289.33 
EMLP First Trust North American Energy Infrastructure Fund
-0.44%
-$2,560.16 
XLC Communication Services Select Sector SPDR Fund
-0.43%
-$4,487.04 
PEP PepsiCo, Inc.
-0.43%
-$56,540.14 
TAIL Cambria Tail Risk ETF
-0.42%
-$31,985.6 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.42%
-$11,594 
ABT Abbott Laboratories
-0.42%
-$29,402.78 
RDVI FT Vest Rising Dividend Achievers Fund
-0.41%
-$60,627.24 
SEIC SEI Investments Company
-0.4%
-$2,497.92 
XLU Utilities Select Sector SPDR Fund
-0.38%
-$1,171.64 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.37%
-$17,898.37 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.36%
-$29,781.45 
SDY SPDR S&P Dividend ETF
-0.35%
-$2,400.01 
FCOM Fidelity MSCI Communication Services Index ETF
-0.34%
-$5,973.1 
DVY iShares Select Dividend ETF
-0.34%
-$31,089.85 
AXP American Express Company
-0.32%
-$9,402.81 
FUTY Fidelity MSCI Utilities Index ETF
-0.31%
-$9,604.08 
NEE NextEra Energy, Inc.
-0.29%
-$9,406.95 
KO The Coca-Cola Company
-0.29%
-$5,971.35 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.28%
-$4,425.63 
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF
-0.27%
-$636.18 
SMOT VanEck Morningstar SMID Moat ETF
-0.26%
-$3,217.81 
FTRB Federated Hermes Total Return Bond ETF
-0.25%
-$16,952.73 
HDV iShares Core High Dividend ETF
-0.25%
-$26,371.8 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$4,512.14 
JBND JPMorgan Active Bond ETF
-0.21%
-$1,092.68 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.21%
-$668.95 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$711.3 
DBND DoubleLine Opportunistic Bond ETF
-0.2%
-$2,466.39 
DE Deere & Company
-0.19%
-$5,296.48 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.18%
-$1,091.57 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.16%
-$344.72 
GD General Dynamics Corporation
-0.16%
-$5,789.4 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
-0.15%
-$5,342.42 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.11%
-$1,284.05 
MUB iShares National Muni Bond ETF
-0.11%
-$1,600.68 
JNJ Johnson & Johnson
-0.11%
-$30,507.33 
DGRO iShares Core Dividend Growth ETF
-0.09%
-$13,875.82 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.09%
-$233.84 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$830.34 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.07%
-$159.25 
USMV iShares MSCI USA Min Vol Factor ETF
-0.07%
-$255.01 
IWD iShares Russell 1000 Value ETF
-0.07%
-$870.98 
JPIB JPMorgan International Bond ETF
-0.07%
-$208.27 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$1,138.16 
JNK SPDR Bloomberg High Yield Bond ETF
-0.07%
-$261.95 
SCHW Charles Schwab Corporation
-0.07%
-$207.9 
JSCP JPMorgan Short Duration Core Plus ETF
-0.06%
-$154.23 
TDVG T. Rowe Price Dividend Growth ETF
-0.06%
-$1,324.59 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$856.39 
GCOW Pacer Global Cash Cows Dividend ETF
-0.06%
-$4,818.02 
JPIE JPMorgan Income ETF
-0.05%
-$419.48 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$732.23 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$446.74 
ITW Illinois Tool Works Inc.
-0.04%
-$348.48 
VNQ Vanguard Real Estate ETF
-0.04%
-$515.8 
VOE Vanguard Mid-Cap Value ETF
-0.04%
-$177.12 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.03%
-$583.03 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$54.56 
DTEC Alps Disruptive Technologies ETF
-0.02%
-$55.3 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$247.78 
DIS The Walt Disney Company
-0.02%
-$249.68 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$280.56 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$212.81 
VRIG Invesco Variable Rate Investment Grade ETF
-0.02%
-$1,223.64 
FREL Fidelity MSCI Real Estate Index ETF
-0.02%
-$304.79 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.02%
-$46.22 
SCHD Schwab U.S. Dividend Equity ETF
-0.01%
-$101.35 
APLU Allspring Core Plus ETF
-0.01%
-$782.45 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$23.21 Events
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Dividends
Dividend Analysis
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| Trades 4312 | Longs Won 3122/4312 72% | Profit Factor 16.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.47M |
| Average Win $217,660.65 | Best Trade (Jul 20) $56.37M | Sharpe Ratio -176.97 |
| Average Loss -$35,345.48 | Worst Trade (Sep 30) -$5.9M | Z-Score 7.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3d | Expectancy $147,840.13 |
| 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 | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $9.05M, 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, BP p.l.c. Sponsored ADR - $920,459.58, Revvity Inc - $756,244.9, Danaher Corporation - $726,031.33, and Pfizer Inc - $585,535.05. 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 $69.6M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $5.73M, iShares Core S&P 500 ETF - $2.26M, Johnson & Johnson - $2.23M, JPMorgan Equity Premium Income Fund - $2.07M, and PepsiCo, Inc - $1.93M. 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.
