AR
Ann Reilley Portfolio
Invests via Alpha Financial Advisors LLC | Managed by Ann Reilley
Invests via Alpha Financial Advisors LLC
Managed by Ann Reilley
Automatically Tracked
Ann Reilley Profile
Ann Reilley leverages a distinguished career marked by her extensive leadership experience in corporate finance and strategic operations. With a solid background as an executive in the technology sector, she has significantly contributed to organizational growth through innovative business development initiatives. Her proven ability to drive efficiencies and foster market expansion sets her apart as a pivotal figure in contemporary entrepreneurship. Known for adeptly navigating complex financial landscapes, she actively participates in industry forums, enhancing dialogue around emerging trends and investment opportunities within tech ecosystems. Ann’s commitment to fostering strong partnerships further underlines her influential role within the capital markets arena.
Ann Reilley leverages a distinguished career marked by her extensive leadership experience in corporate finance and strategic operations. With a solid background as an executive in the technology sector, she has significantly contributed to organizational growth through innovative business development initiatives. Her proven ability to drive efficiencies and foster market expansion sets her apart as a pivotal figure in contemporary entrepreneurship. Known for adeptly navigating complex financial landscapes, she actively participates in industry forums, enhancing dialogue around emerging trends and investment opportunities within tech ecosystems. Ann’s commitment to fostering strong partnerships further underlines her influential role within the capital markets arena.
Investment Philosophy & Strategy
Growth opportunities abound in the technology sector, especially for seasoned leaders like Ann Reilley. With a proven track record of initiating innovative business strategies, she is adept at identifying high-potential projects that promise substantial returns. Her insights into market dynamics facilitate smart capital deployment aimed at enhancing competitive positioning and driving sustainable growth. Additionally, her emphasis on building strategic partnerships helps to create synergistic ventures that are well-poised for expansion. This approach not only optimizes operational efficiency but also paves the way for transformative initiatives within an ever-evolving landscape.
Growth opportunities abound in the technology sector, especially for seasoned leaders like Ann Reilley. With a proven track record of initiating innovative business strategies, she is adept at identifying high-potential projects that promise substantial returns. Her insights into market dynamics facilitate smart capital deployment aimed at enhancing competitive positioning and driving sustainable growth. Additionally, her emphasis on building strategic partnerships helps to create synergistic ventures that are well-poised for expansion. This approach not only optimizes operational efficiency but also paves the way for transformative initiatives within an ever-evolving landscape.
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:
23.17%
Gain -0.01%
Monthly
0.68%
Yearly
8.44%
Drawdown
12.08%
$359.27M
Equity
Holdings
$359.27M
Investment
$281.47M
$92.97M
Profit -$41,465.37
Realized
$15.18M
Unrealized
$77.79M
Dividends
$14.78M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$41,465.37
Win %
82%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$41,465.37
Win %
82%
This Month
Compared to last month
Gain
-0.69%
Profit
-$2.48M
Win %
82%
This Year
Compared to last year
Gain
5.71%
Profit
$19.93M
Win %
82%
PM Philip Morris International Inc.
+1.95%
+$4,980.83 
LIN Linde plc
+1.58%
+$5,138.17 
BAC Bank of America Corporation
+1.56%
+$5,827.36 
ABBV AbbVie Inc.
+1.32%
+$2,915.6 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$232,353.45 
PWV Invesco Large Cap Value ETF
+1.05%
+$2,724 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$73,155.96 
IWD iShares Russell 1000 Value ETF
+0.98%
+$9,407.05 
USXF iShares ESG Aware MSCI USA ETF
+0.97%
+$3,900.31 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$31,245.22 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$2,434.21 
PG Procter & Gamble Co
+0.86%
+$2,081.53 
UNH UnitedHealth Group Incorporated
+0.73%
+$4,333.23 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$2,279.34 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,262.84 
VB Vanguard Small-Cap ETF
+0.7%
+$2,406.07 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$76,323.28 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$34,442.23 
AVUS Avantis U.S. Equity ETF
+0.65%
+$4,041.78 
DCOR Dimensional US Core Equity 1 ETF
+0.6%
+$28,111.79 
AVDE Avantis International Equity ETF
+0.59%
+$2,820.66 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,523.58 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,498.15 
DFAW Dimensional World Equity ETF
+0.57%
+$1,942.04 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$276,105.11 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$4,595.86 
IVV iShares Core S&P 500 ETF
+0.55%
+$2,556.26 
VOO Vanguard S&P 500 ETF
+0.55%
+$56,756.5 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$6,024.88 
GOOGL Alphabet Inc
+0.53%
+$3,848.65 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$69,978.3 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,608.75 
DFSU Dimensional US Sustainability Core 1 ETF
+0.52%
+$2,244 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.5%
+$7,484.1 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.47%
+$176,880.66 
GOOG Alphabet Inc
+0.45%
+$2,304 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$185,590 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$93,836.8 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$9,441.3 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
+0.4%
+$1,036.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$2,851.2 
FENI Fidelity Enhanced International ETF
+0.32%
+$1,766.05 
EFA iShares MSCI EAFE ETF
+0.28%
+$765.3 
VUG Vanguard Growth ETF
+0.18%
+$627.3 
NVDA NVIDIA Corporation
+0.16%
+$494.08 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$860.6 
CGGR Capital Group Growth ETF
+0.11%
+$21,827.1 
MSFT Microsoft Corp.
+0.1%
+$478.79 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$197.44 
BNDW Vanguard Total World Bond ETF
+0.03%
+$114.3 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.03%
+$10,497.93 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$41.45 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.01%
+$239.51 
LLY Eli Lilly and Company
-2.41%
-$12,633.38 
AAPL Apple Inc.
-1.52%
-$16,938 
AMZN Amazon.com Inc
-1.23%
-$3,350.71 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,480.32 
DFGP Dimensional Global Core Fixed Income Fund
-0.1%
-$1,106.82 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$21,869.96 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$12,950.77 
CGCP Capital Group Core Plus Income ETF
-0.04%
-$619.29 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$2,310.5 Events
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Dividends
Dividend Analysis
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| Trades 565 | Longs Won 447/565 79% | Profit Factor 73.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $701,429.42 |
| Average Win $210,836.29 | Best Trade (Jun 14) $8.39M | Sharpe Ratio -10.88 |
| Average Loss -$10,813.57 | Worst Trade (Dec 30) -$279,058.27 | Z-Score 13.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 3d | Expectancy $164,544.81 |
| 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 | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
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