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:
69.69%
Gain +0.49%
Monthly
1.23%
Yearly
15.78%
Drawdown
17.21%
$1.59B
Equity
Holdings
$1.59B
Investment
$1.09B
$677.64M
Profit +$6.59M
Realized
$178.89M
Unrealized
$498.75M
Dividends
$73.94M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.49%
Profit
$6.59M
Win %
72%
This Week
Compared To Last Week
Gain
0.42%
Profit
$6.59M
Win %
72%
This Month
Compared to last month
Gain
-0.03%
Profit
-$403,240.61
Win %
72%
This Year
Compared to last year
Gain
-0.06%
Profit
-$937,429.53
Win %
71%
VICR Vicor Corp.
+10.21%
+$68,072.28 
P Everpure Inc. Class A Common Stock
+8.85%
+$55,550.04 
CIEN Ciena Corp.
+7.1%
+$31,099.24 
TSLA Tesla, Inc.
+6.61%
+$97,160.28 
INTC Intel Corporation
+5.65%
+$75,618.91 
STX Seagate Technology Holdings plc
+5.43%
+$28,774.21 
GEV GE Vernova Inc.
+5.42%
+$37,525.8 
HWM Howmet Aerospace Inc.
+4.75%
+$11,593.79 
ADI Analog Devices, Inc.
+4.63%
+$15,411.6 
LRCX Lam Research Corp.
+4.15%
+$148,236.11 
MU Micron Technology Inc.
+4.12%
+$66,877.52 
HPE Hewlett Packard Enterprise Company
+4.08%
+$20,047.9 
LMT Lockheed Martin Corporation
+4.01%
+$22,809.85 
AMAT Applied Materials Inc.
+3.98%
+$15,900.89 
CSCO Cisco Systems, Inc.
+3.82%
+$42,771.63 
ANET Arista Networks Inc.
+3.78%
+$18,157.31 
TXN Texas Instruments Inc.
+3.76%
+$51,606.1 
SOXX iShares Semiconductor ETF
+3.74%
+$39,501.1 
ALAB Astera Labs, Inc.
+3.56%
+$15,774.6 
KLAC KLA Corporation
+3.55%
+$6,963.99 
DELL Dell Technologies Inc. Class C Common Stock
+3.47%
+$137,926.79 
AIS VistaShares Artificial Intelligence Supercycle ETF
+3.31%
+$504,779.54 
SMH VanEck Semiconductor ETF
+3.29%
+$113,823.37 
RTX RTX Corporation
+3.22%
+$56,330.61 
MRVL Marvell Technology Inc.
+3.16%
+$16,468.82 
COKE Coca-Cola Consolidated Inc.
+3.13%
+$9,253.8 
HONA Honeywell Aerospace Inc.
+3.05%
+$12,987.84 
HACK Amplify Cybersecurity ETF
+3.03%
+$12,415.24 
AMD Advanced Micro Devices Inc.
+2.93%
+$110,322.3 
MS Morgan Stanley Common Stock
+2.9%
+$9,232.9 
SNDK Sandisk Corp.
+2.9%
+$5,344.63 
CRS Carpenter Technology Corporation
+2.89%
+$24,788.76 
AVGO Broadcom Inc.
+2.85%
+$107,095.31 
APH Amphenol Corp. Class A Common Stock
+2.82%
+$19,919.83 
PANW Palo Alto Networks, Inc.
+2.8%
+$7,235.21 
SNOW Snowflake Inc. Common Stock
+2.58%
+$11,723.55 
PH Parker-Hannifin Corporation
+2.55%
+$20,550.89 
NVDA NVIDIA Corporation
+2.54%
+$1.13M 
GS The Goldman Sachs Group, Inc.
+2.46%
+$13,612.25 
IRM Iron Mountain Inc.
+2.35%
+$7,205.38 
ETN Eaton Corporation plc
+2.32%
+$11,309.79 
PSX Phillips 66
+2.32%
+$14,897.78 
RIOT Riot Platforms, Inc.
+2.31%
+$9,284.64 
FTNT Fortinet, Inc.
+2.23%
+$6,990.76 
ITA iShares U.S. Aerospace & Defense ETF
+2.21%
+$13,339.86 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+2.16%
+$12,114.5 
EIS iShares MSCI Israel ETF
+2.15%
+$14,263.5 
QTUM Defiance Quantum ETF
+2.09%
+$8,111.1 
XLK State Street Technology Select Sector SPDR ETF
+1.97%
+$25,717.64 
ASML ASML Holding N.V. NY Registered Shares
+1.97%
+$19,930.5 
XNTK SPDR NYSE Technology ETF
+1.95%
+$208,631.09 
URNM Sprott Uranium Miners ETF
+1.85%
+$3,366.6 
NVG Nuveen AMT-Free Municipal Credit Income Fund
+1.85%
+$3,328.93 
ARWR Arrowhead Pharmaceuticals, Inc.
+1.81%
+$10,755.15 
NOC Northrop Grumman Corporation
+1.79%
+$5,780.89 
FTEC Fidelity MSCI Information Technology Index ETF
+1.73%
+$107,182.2 
POW VistaShares Electrification Supercycle ETF
+1.7%
+$29,218.96 
QCOM QUALCOMM Incorporated
+1.68%
+$36,647.85 
PM Philip Morris International Inc.
+1.65%
+$64,809.71 
SKYY First Trust Cloud Computing ETF
+1.5%
+$6,779.51 
GD General Dynamics Corp.
+1.5%
+$47,880.74 
JTEK JPMorgan U.S. Tech Leaders ETF
+1.49%
+$5,942.46 
LHX L3Harris Technologies, Inc.
+1.47%
+$3,528.58 
GILD Gilead Sciences Inc.
+1.44%
+$4,047.68 
QQQ Invesco QQQ Trust, Series 1
+1.42%
+$37,770 
QQQM Invesco NASDAQ 100 ETF
+1.41%
+$10,426.31 
XLI State Street Industrial Select Sector SPDR ETF
+1.41%
+$19,986.8 
AEM Agnico Eagle Mines Limited
+1.4%
+$3,164.68 
CAT Caterpillar Inc.
+1.38%
+$17,064.47 
FIDU Fidelity MSCI Industrials Index ETF
+1.37%
+$21,120.12 
SBUX Starbucks Corp.
+1.35%
+$6,953.31 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.34%
+$5,368.73 
IWF iShares Russell 1000 Growth ETF
+1.34%
+$42,243.2 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
+1.33%
+$4,967.9 
VONG Vanguard Russell 1000 Growth ETF
+1.31%
+$13,665.68 
VOOG Vanguard S&P 500 Growth ETF
+1.3%
+$3,922.62 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.3%
+$2,635.11 
IVW iShares S&P 500 Growth ETF
+1.3%
+$7,902.3 
SIL Global X Silver Miners ETF
+1.3%
+$2,298.24 
IUSG iShares Core S&P U.S. Growth ETF
+1.29%
+$8,863.98 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.29%
+$4,628.9 
CRWD CrowdStrike Holdings, Inc.
+1.23%
+$2,460.62 
UFOX Defiance Space and Connective Tech ETF
+1.22%
+$4,922.27 
URA Global X Uranium ETF
+1.2%
+$2,334.95 
MSFT Microsoft Corporation Common Stock
+1.2%
+$695,437 
JGRO JPMorgan Active Growth ETF
+1.19%
+$110,447.7 
SEIC SEI Investments Company
+1.19%
+$7,644.78 
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF
+1.19%
+$2,987.49 
MGK Vanguard Mega Cap Growth ETF
+1.18%
+$9,976.05 
PAVE Global X U.S. Infrastructure Development ETF
+1.18%
+$11,139.82 
CAGE Calamos Autocallable Growth ETF
+1.17%
+$3,272.28 
VUG Vanguard Morningstar Growth ETF
+1.15%
+$341,911.19 
NLR VanEck Uranium and Nuclear ETF
+1.15%
+$11,467.8 
ONEQ Fidelity Nasdaq Composite Index ETF
+1.14%
+$7,780.5 
ALL The Allstate Corporation
+1.12%
+$3,291.56 
BLK BlackRock, Inc.
+1.11%
+$2,490 
C Citigroup Inc.
+1.11%
+$5,516.78 
JPEF JPMorgan Equity Focus ETF
+1.1%
+$35,405.09 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.09%
+$27,141.88 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.04%
+$421,255.05 
SPCX Space Exploration Technologies Corp. Class A
+1%
+$11,955.43 
SGDM Sprott Gold Miners ETF
+0.98%
+$5,177.21 
GBUG Sprott Active Gold & Silver Miners ETF
+0.98%
+$11,972.02 
JPM JPMorgan Chase & Co.
+0.97%
+$54,157.41 
EBC Eastern Bankshares, Inc.
+0.96%
+$15,344.98 
SYY Sysco Corp.
+0.96%
+$2,119.26 
FAST Fastenal Co.
+0.95%
+$9,222.34 
IJH iShares Core S&P Mid-Cap ETF
+0.93%
+$400,580.1 
MGC Vanguard Morningstar Mega Cap ETF
+0.9%
+$10,338.65 
MAR Marriott International, Inc. Class A Common Stock
+0.89%
+$2,759.16 
SCHX Schwab U.S. Large-Cap ETF
+0.89%
+$38,233.67 
IYJ iShares U.S. Industrials ETF
+0.89%
+$2,109.25 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.89%
+$12,607.67 
EZU iShares MSCI Eurozone ETF
+0.88%
+$4,237.38 
VV Vanguard Morningstar Large-Cap ETF
+0.87%
+$36,632.45 
WFC Wells Fargo & Company
+0.86%
+$2,642.62 
SCHA Schwab U.S. Small-Cap ETF
+0.86%
+$5,368.44 
VXF Vanguard Extended Market ETF
+0.86%
+$7,345.02 
SPY State Street SPDR S&P 500 ETF Trust
+0.85%
+$36,888.25 
VTI Vanguard Total Stock Market ETF
+0.85%
+$31,207.67 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.85%
+$3,158.22 
DHR Danaher Corp.
+0.85%
+$9,046.05 
VOO Vanguard S&P 500 ETF
+0.84%
+$225,296.64 
IVV iShares Core S&P 500 ETF
+0.84%
+$558,688.97 
CCJ Cameco Corporation
+0.84%
+$2,549.58 
IJR iShares Core S&P Small-Cap ETF
+0.82%
+$31,280.66 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.82%
+$43,822.63 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.81%
+$2,825.76 
GMOI GMO International Value ETF
+0.8%
+$72,862.08 
PHYS Sprott Physical Gold Trust
+0.78%
+$40,415.54 
IWB iShares Russell 1000 ETF
+0.77%
+$4,262.13 
FELC Fidelity Enhanced Large Cap Core ETF
+0.76%
+$147,320.55 
AMLP Alerian MLP ETF
+0.75%
+$3,944.8 
FENY Fidelity MSCI Energy Index ETF
+0.74%
+$15,593.2 
FFLC Fidelity Fundamental Large Cap Core ETF
+0.73%
+$160,953.87 
CEF Sprott Physical Gold and Silver Trust
+0.72%
+$157,465.84 
VEA Vanguard FTSE Developed Markets ETF
+0.72%
+$7,525.48 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$217,137.67 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.71%
+$4,968.43 
AMZN Amazon.com Inc
+0.7%
+$262,694.04 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.7%
+$20,451.31 
GE General Electric Company
+0.69%
+$5,938.02 
CHKP Check Point Software Technologies Ltd.
+0.69%
+$3,489.2 
DNN Denison Mines Corp.
+0.69%
+$160.5 
TMO Thermo Fisher Scientific Inc.
+0.69%
+$9,490.65 
MSI Motorola Solutions, Inc.
+0.68%
+$4,898.47 
URTH iShares MSCI World ETF
+0.67%
+$2,846.25 
ISCF iShares International Small-Cap Equity Factor ETF
+0.67%
+$1,727.53 
IOO iShares Global 100 ETF
+0.67%
+$1,411.46 
GLD SPDR Gold Shares
+0.66%
+$5,183.19 
VGK Vanguard FTSE Europe ETF
+0.66%
+$1,403.91 
VB Vanguard Small-Cap ETF
+0.65%
+$15,761.64 
CAIE Calamos Autocallable Income ETF
+0.65%
+$5,021.8 
IEFA iShares Core MSCI EAFE ETF
+0.64%
+$2,734.29 
EFA iShares MSCI EAFE ETF
+0.64%
+$6,005.69 
IDEV iShares Core MSCI International Developed Markets ETF
+0.64%
+$2,655.5 
SCHM Schwab U.S. Mid-Cap ETF
+0.64%
+$12,988.14 
SGOL abrdn Physical Gold Shares ETF
+0.63%
+$3,882 
BAC Bank of America Corporation
+0.62%
+$22,760.96 
AFL Aflac Incorporated
+0.62%
+$2,681.25 
VT Vanguard Total World Stock ETF
+0.62%
+$1,520.64 
XBI State Street SPDR S&P Biotech ETF
+0.61%
+$2,790.09 
BRK-A Berkshire Hathaway Inc.
+0.6%
+$4,905 
VYM Vanguard High Dividend Yield ETF
+0.6%
+$6,135.25 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
+0.6%
+$1,694.55 
IWR iShares Russell Mid-Cap ETF
+0.59%
+$5,294.9 
BA The Boeing Company
+0.57%
+$1,701 
RDVY First Trust Rising Dividend Achievers ETF
+0.57%
+$15,485.85 
SCHV Schwab U.S. Large-Cap Value ETF
+0.57%
+$6,104.28 
SIVR abrdn Physical Silver Shares ETF
+0.55%
+$1,680 
MGV Vanguard Mega Cap Value ETF
+0.55%
+$1,257.62 
AMT American Tower Corporation
+0.54%
+$2,603.5 
JNJ Johnson & Johnson
+0.54%
+$158,085.07 
RAAX VanEck Real Assets ETF
+0.54%
+$73,600.3 
RDVI FT Vest Rising Dividend Achievers Target Income ETF
+0.54%
+$73,430.27 
XOM ExxonMobil Holdings Corporation
+0.52%
+$35,083.2 
TDVG T. Rowe Price Dividend Growth Fund
+0.52%
+$10,849.8 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$1,903.86 
SLV iShares Silver Trust
+0.51%
+$3,588.25 
VTV Vanguard Morningstar Value ETF
+0.51%
+$35,543.05 
SIOO VistaShares Target 15 S&P 100 Distribution ETF
+0.51%
+$8,074.51 
VBR Vanguard Small-Cap Value ETF
+0.51%
+$1,403.33 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.5%
+$4,222.94 
JEPI JPMorgan Equity Premium Income ETF
+0.48%
+$10,378.23 
MCD McDonald's Corporation
+0.48%
+$87,244.8 
FMAT Fidelity MSCI Materials Index ETF
+0.48%
+$7,811.1 
JAVA JPMorgan Active Value ETF
+0.46%
+$5,699.62 
TRV The Travelers Companies, Inc.
+0.44%
+$2,357.25 
XLE State Street Energy Select Sector SPDR ETF
+0.43%
+$2,318.41 
KKR Korro Bio, Inc.
+0.42%
+$3,648.64 
VNQ Vanguard Real Estate ETF
+0.42%
+$5,029.05 
QUAL iShares MSCI USA Quality Factor ETF
+0.42%
+$2,675.97 
VXUS Vanguard Total International Stock ETF
+0.41%
+$1,943.44 
LLY Eli Lilly and Company
+0.41%
+$24,440.04 
JMUB JPMorgan Municipal ETF
+0.4%
+$5,662.6 
FQAL Fidelity Quality Factor ETF
+0.4%
+$1,370.48 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
+0.39%
+$47,029.84 
EMR Emerson Electric Co.
+0.39%
+$1,566.18 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.38%
+$1,737.08 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.38%
+$744.1 
ITW Illinois Tool Works Inc.
+0.36%
+$3,115 
WM Waste Management Inc.
+0.36%
+$2,770.08 
IMO Imperial Oil Limited
+0.36%
+$2,048.64 
TEQI T. Rowe Price Equity Income ETF
+0.35%
+$88,578.55 
RSP Invesco S&P 500 Equal Weight ETF
+0.35%
+$1,926.6 
EXPD Expeditors International of Washington Inc.
+0.35%
+$3,709.91 
XLF State Street Financial Select Sector SPDR ETF
+0.35%
+$2,957.76 
IWD iShares Russell 1000 Value ETF
+0.34%
+$2,839.8 
TFI State Street SPDR Nuveen ICE Municipal Bond ETF
+0.33%
+$847.67 
SAMT Strategas Macro Thematic Opportunities ETF
+0.32%
+$109,532.15 
DGRO iShares Core Dividend Growth ETF
+0.31%
+$48,612.17 
IUSV iShares Core S&P U.S. Value ETF
+0.3%
+$1,884.75 
AMGN Amgen Inc. Common Stock
+0.3%
+$5,500.88 
FNCL Fidelity MSCI Financials Index ETF
+0.3%
+$4,868.88 
WCMI First Trust WCM International Equity ETF
+0.3%
+$40,086.36 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.29%
+$5,220.6 
ABT Abbott Laboratories
+0.29%
+$20,976.68 
FREL Fidelity MSCI Real Estate Index ETF
+0.28%
+$4,581.84 
EMLP First Trust North American Energy Infrastructure Fund
+0.28%
+$1,620.93 
UNP Union Pacific Corp.
+0.28%
+$2,953.26 
VTEB Vanguard Tax-Exempt Bond ETF
+0.27%
+$3,481.79 
MUB iShares National Muni Bond ETF
+0.27%
+$1,489.12 
PFXF VanEck Preferred Securities ex Financials ETF
+0.27%
+$1,239.84 
APLU Allspring Core Plus ETF
+0.25%
+$21,648.12 
HAP VanEck Natural Resources ETF
+0.25%
+$23,732.54 
WMT Walmart Inc.
+0.24%
+$4,418.73 
T AT&T Inc.
+0.24%
+$797.5 
LIN Linde plc
+0.24%
+$1,262.07 
IVE iShares S&P 500 Value ETF
+0.24%
+$844.11 
NSC Norfolk Southern Corp.
+0.24%
+$910.27 
ITM VanEck Intermediate Muni ETF
+0.23%
+$2,828.91 
PGR The Progressive Corporation
+0.22%
+$2,947.46 
FDN First Trust Dow Jones Internet Index Fund
+0.21%
+$25,598.4 
JNK State Street SPDR Bloomberg High Yield Bond ETF
+0.21%
+$785.85 
ORCL Oracle Corporation
+0.21%
+$2,652.52 
ES Eversource Energy
+0.2%
+$578.34 
SRE Sempra
+0.19%
+$484.16 
CEG Constellation Energy Corporation
+0.19%
+$711.78 
FFGX Fidelity Fundamental Global ex-U.S. ETF
+0.18%
+$24,098.93 
SPLV Invesco S&P 500 Low Volatility ETF
+0.17%
+$957.75 
PRIV State Street IG Public & Private Credit ETF
+0.17%
+$376.04 
QLTA iShares Aaa - A Rated Corporate Bond ETF
+0.16%
+$963.15 
SHW The Sherwin-Williams Company
+0.16%
+$1,155.95 
IBB iShares Biotechnology ETF
+0.14%
+$2,525.32 
PSLV Sprott Physical Silver Trust
+0.14%
+$2,533.75 
AXP American Express Company
+0.14%
+$3,548.36 
FUTY Fidelity MSCI Utilities Index ETF
+0.13%
+$1,777.16 
JBND JPMorgan Active Bond ETF
+0.13%
+$579.93 
UCON First Trust Smith Unconstrained Bond ETF
+0.12%
+$429.27 
ABBV AbbVie Inc.
+0.12%
+$2,678.9 
BND Vanguard Total Bond Market ETF
+0.11%
+$2,158.56 
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF
+0.1%
+$231.34 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.09%
+$1,705.64 
DTEC ALPS Disruptive Technologies ETF
+0.08%
+$227.65 
TOTL State Street DoubleLine Total Return Tactical ETF
+0.08%
+$265.74 
SCIO First Trust Structured Credit Income Opportunities ETF
+0.07%
+$6,153.69 
NEE NextEra Energy Inc.
+0.07%
+$2,797.92 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$301.8 
DBND DoubleLine Opportunistic Core Bond ETF
+0.06%
+$738.3 
XLU State Street Utilities Select Sector SPDR ETF
+0.05%
+$136.72 
DVY iShares Select Dividend ETF
+0.04%
+$3,989.72 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$483.66 
OUSA ALPS O'Shares U.S. Quality Dividend ETF
+0.04%
+$656.85 
VRIG Invesco Variable Rate Investment Grade ETF
+0.04%
+$2,551.44 
GSST Goldman Sachs Ultra Short Bond ETF
+0.03%
+$2,655.11 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$114.56 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$59.41 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.02%
+$264.52 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.02%
+$299.04 
JSCP JPMorgan Short Duration Core Plus ETF
+0.02%
+$49.23 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$170.88 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$66.08 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$197.3 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$2,131.88 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$2,758.58 
CLOI VanEck CLO ETF
+0.01%
+$1,309.26 
SDY State Street SPDR S&P Dividend ETF
+0.01%
+$44.94 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
0%
$0 
JPIE JPMorgan Income ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BPRE
BPRE
0%
$0 
UGP Ultrapar Participações S.A. Sponsored ADR
-15.7%
-$25,208.82 
RDDT Reddit Inc. Class A Common Stock
-5.36%
-$51,033.46 
NFLX Netflix Inc.
-4.21%
-$71,013.46 
MRK Merck & Co., Inc.
-3.15%
-$68,530.54 
CMCSA Comcast Corp. Class A Common Stock
-2.93%
-$11,478.57 
BOBS Bob's Discount Furniture, Inc.
-2.73%
-$10,073.91 
VZ Verizon Communications Inc.
-2.68%
-$5,806.51 
TOST Toast, Inc. Class A Common Stock
-2.52%
-$53,655.53 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-2.25%
-$4,872.78 
DASH DoorDash, Inc. Class A Common Stock
-2.11%
-$4,638.96 
DIS The Walt Disney Company
-2.02%
-$26,173.1 
STZ Constellation Brands Inc. Class A
-1.75%
-$4,497.91 
UNH UnitedHealth Group Inc.
-1.74%
-$15,622.88 
ACN Accenture plc
-1.74%
-$12,942.37 
MA Mastercard Inc. Class A Common Stock
-1.63%
-$25,458.53 
SOTK Sono-Tek Corporation
-1.52%
-$2,933.68 
CRM Salesforce, Inc.
-1.48%
-$4,617.65 
ADP Automatic Data Processing Inc.
-1.41%
-$17,747.73 
XLC State Street Communication Services Select Sector SPDR ETF
-1.26%
-$12,431.52 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-1.23%
-$53,526.6 
ICE Intercontinental Exchange, Inc.
-1.18%
-$7,916.2 
SYK Stryker Corp.
-1.12%
-$12,858.11 
DE Deere & Company
-1.11%
-$33,404.8 
RVMD Revolution Medicines, Inc.
-1.09%
-$6,059.58 
HODL VanEck Bitcoin ETF
-1.04%
-$3,113.28 
PNQI Invesco NASDAQ Internet ETF
-1.04%
-$2,149.2 
AAPL Apple Inc.
-1.04%
-$909,841.65 
V Visa Inc. Class A
-1.02%
-$252,665.56 
FBTC Fidelity Wise Origin Bitcoin Fund
-1.01%
-$326,459.71 
BTC Grayscale Bitcoin Mini Trust ETF
-0.97%
-$49,080.15 
IBIT iShares Bitcoin Trust ETF
-0.97%
-$14,751.91 
GBTC Grayscale Bitcoin Trust ETF
-0.95%
-$144,553.46 
MCK McKesson Corporation
-0.94%
-$4,026.62 
PDBA Invesco Agriculture Commodity Strategy No K-1 ETF
-0.93%
-$2,797.95 
PFE Pfizer Inc.
-0.82%
-$3,014.24 
DKS DICK'S Sporting Goods, Inc.
-0.79%
-$86,887.65 
ISRG Intuitive Surgical Inc.
-0.78%
-$2,219.59 
OBDC Blue Owl Capital Corporation
-0.75%
-$867.98 
PG The Procter & Gamble Company
-0.74%
-$19,114.03 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.72%
-$4,132.44 
MO Altria Group, Inc.
-0.72%
-$3,881.43 
HD The Home Depot, Inc.
-0.71%
-$14,112.59 
UBER Uber Technologies Inc.
-0.66%
-$1,352.56 
CBRS Cerebras Systems Inc. Class A Common Stock
-0.65%
-$2,550.96 
KMB Kimberly-Clark Corporation
-0.59%
-$3,946.8 
FRDM Freedom 100 Emerging Markets ETF
-0.58%
-$109,751.99 
SCHW The Charles Schwab Corporation
-0.55%
-$1,473.5 
GOOG Alphabet Inc
-0.54%
-$49,659.84 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
-0.54%
-$17,487.86 
LOW Lowe's Companies, Inc.
-0.53%
-$2,496.3 
PBDC Putnam BDC Income ETF
-0.52%
-$4,375.67 
KVUE Kenvue Inc.
-0.51%
-$1,047.3 
ARCC Ares Capital Corp.
-0.51%
-$1,091.45 
MMM 3M Company
-0.51%
-$1,694.88 
EMBX VanEck Emerging Markets Bond ETF
-0.48%
-$77,218.08 
CI The Cigna Group
-0.46%
-$1,360.66 
BMY Bristol-Myers Squibb Company
-0.44%
-$2,298.24 
PEP PepsiCo, Inc.
-0.38%
-$47,918.07 
GOOGL Alphabet Inc
-0.37%
-$246,392.53 
XLP State Street Consumer Staples Select Sector SPDR ETF
-0.37%
-$7,787.32 
BBDC Barings BDC Inc.
-0.36%
-$412.38 
TJX The TJX Companies, Inc.
-0.36%
-$16,510.46 
DUK Duke Energy Corporation
-0.34%
-$854.25 
CVX Chevron Corporation
-0.34%
-$21,470.1 
VWO Vanguard FTSE Emerging Markets ETF
-0.34%
-$977.57 
GBDC Golub Capital BDC, Inc.
-0.33%
-$608.88 
XLV State Street Health Care Select Sector SPDR ETF
-0.32%
-$3,344.28 
SO The Southern Company
-0.32%
-$2,590.2 
MOAT VanEck Morningstar Wide Moat ETF
-0.32%
-$17,791.25 
FURY Fury Gold Mines Limited
-0.29%
-$16.8 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.28%
-$5,531.8 
FHLC Fidelity MSCI Health Care Index ETF
-0.27%
-$5,668.67 
MOO VanEck Agribusiness ETF
-0.27%
-$567.82 
SCHD Schwab U.S. Dividend Equity ETF
-0.23%
-$2,853.76 
JPIB JPMorgan International Bond Opportunities ETF
-0.22%
-$648.9 
SAP SAP SE Sponsored ADR
-0.22%
-$590.42 
BX Blackstone Inc.
-0.22%
-$692.38 
META Meta Platforms Inc Class A
-0.19%
-$49,015.93 
SPGI S&P Global Inc.
-0.17%
-$1,449.75 
HDV iShares Core High Dividend ETF
-0.16%
-$18,890.8 
IEMG iShares Core MSCI Emerging Markets ETF
-0.16%
-$796.44 
KO The Coca-Cola Company
-0.15%
-$3,480.68 
AEP American Electric Power Company, Inc.
-0.14%
-$10,891.14 
CHD Church & Dwight Co., Inc.
-0.14%
-$883.65 
PLD Prologis, Inc.
-0.14%
-$363.24 
ARES Ares Management Corp. Class A Common Stock
-0.14%
-$314.16 
FXH First Trust Health Care AlphaDEX Fund
-0.13%
-$10,799.25 
GCOW Pacer Global Cash Cows Dividend ETF
-0.1%
-$16,418.21 
ROP Roper Technologies Inc.
-0.09%
-$637.66 
IBM International Business Machines Corporation
-0.08%
-$1,322.8 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.07%
-$546.04 
SMOT VanEck Morningstar SMID Moat ETF
-0.07%
-$779.14 
HTGC Hercules Capital Inc.
-0.06%
-$140.47 
BCSF Bain Capital Specialty Finance, Inc.
-0.05%
-$146.04 
WCN Waste Connections, Inc.
-0.04%
-$1,687.72 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
-0.04%
-$13,039.23 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$280.4 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$383.4 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$260.15 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$275.83 
FLQM Franklin U.S. Mid Cap Multifactor Index ETF
-0.02%
-$171.55 
COST Costco Wholesale Corp
0%
-$70.24 Events
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Dividends
Dividend Analysis
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| Trades 4969 | Longs Won 3568/4969 71% | Profit Factor 12.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.43M |
| Average Win $206,312.05 | Best Trade (Oct 26) $53.98M | Sharpe Ratio -164.4 |
| Average Loss -$41,745.2 | Worst Trade (Sep 30) -$5.9M | Z-Score 6.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 2d | Expectancy $136,372.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 252,033 | $32.75M | $86.73M | - | $53.98M | 164.85% | -1.038% |
| ABBV AbbVie Inc. | 7,654 | $1.24M | $2.19M | - | $944,603.76 | 75.91% | +0.123% |
| ABT Abbott Laboratories | 68,776 | $7.08M | $7.15M | - | $75,129.17 | 1.06% | +0.294% |
| ACN Accenture plc | 2,989 | $858,253.58 | $732,424.56 | - | -$125,829.02 | -14.66% | -1.736% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 91,701 | $1.91M | $1.9M | - | -$10,662.66 | -0.56% | +0.09% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 587,873 | $12.1M | $12.05M | - | -$52,219.06 | -0.43% | +0.392% |
| ADI Analog Devices, Inc. | 851 | $215,437.19 | $348,212.18 | - | $132,774.99 | 61.63% | +4.631% |
| ADP Automatic Data Processing Inc. | 4,137 | $1.1M | $1.24M | - | $139,694.31 | 12.69% | -1.41% |
| AEM Agnico Eagle Mines Limited | 1,297 | $154,252.35 | $228,764.86 | - | $74,512.51 | 48.31% | +1.403% |
| AEP American Electric Power Company, Inc. | 58,871 | $4.86M | $7.62M | - | $2.76M | 56.79% | -0.143% |
| AFL Aflac Incorporated | 3,575 | $280,649.75 | $433,504.5 | - | $152,854.75 | 54.46% | +0.622% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 254,297 | $9.93M | $15.74M | - | $5.81M | 58.52% | +3.313% |
| ALAB Astera Labs, Inc. | 1,724 | $832,726.76 | $459,118.44 | - | -$373,608.32 | -44.87% | +3.558% |
| ALL The Allstate Corporation | 1,159 | $179,105.34 | $296,738.77 | - | $117,633.43 | 65.68% | +1.122% |
| AMAT Applied Materials Inc. | 1,059 | $195,978.46 | $415,398.04 | - | $219,419.58 | 111.96% | +3.98% |
| AMD Advanced Micro Devices Inc. | 7,282 | $945,551.01 | $3.87M | - | $2.93M | 309.66% | +2.932% |
| AMGN Amgen Inc. Common Stock | 4,136 | $1.09M | $1.82M | - | $731,493.2 | 67.06% | +0.303% |
| AMLP Alerian MLP ETF | 9,862 | $495,817.88 | $528,011.48 | - | $32,193.6 | 6.49% | +0.753% |
| AMT American Tower Corporation | 2,540 | $546,668.95 | $482,587.3 | - | -$64,081.65 | -11.72% | +0.542% |
| AMZN Amazon.com Inc | 150,541 | $13.41M | $37.6M | - | $24.18M | 180.28% | +0.704% |
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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 - $12.14M, JPMorgan Equity Focus ETF - $11.05M, iShares Global 100 ETF - $10.61M, and Microsoft Corporation Common Stock - $9.28M. 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 RBA American Industrial Renaissance ETF - $2.45M, Simplify Managed Futures Strategy ETF - $1.91M, First Trust Nasdaq Clean Edge Green Energy Index Fund - $1.6M, and Cambria Tail Risk ETF - $1.16M. 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 $73.94M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $5.88M, iShares Core S&P 500 ETF - $2.45M, Johnson & Johnson - $2.37M, McDonald's Corporation - $2.02M, and PepsiCo, Inc - $1.97M. 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.
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