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:
69.86%
Gain +0.08%
Monthly
1.26%
Yearly
16.2%
Drawdown
17.3%
$360.22M
Equity
Holdings
$360.22M
Investment
$279.51M
$96.15M
Profit +$158,139.15
Realized
$15.44M
Unrealized
$80.71M
Dividends
$17.52M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$158,139.15
Win %
70%
This Week
Compared To Last Week
Gain
0.57%
Profit
$2.03M
Win %
70%
This Month
Compared to last month
Gain
0.44%
Profit
$1.59M
Win %
70%
This Year
Compared to last year
Gain
0.48%
Profit
$1.72M
Win %
70%
WDC Western Digital Corporation
+6.55%
+$1,006.77 
STX Seagate Technology Holdings plc
+4.7%
+$956.64 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.58%
+$690.8 
META Meta Platforms Inc Class A
+2.27%
+$3,371.1 
MSFT Microsoft Corp.
+1.73%
+$10,626.36 
AVGO Broadcom Inc.
+1.68%
+$2,642.49 
AVEM Avantis Emerging Markets Equity ETF
+1.27%
+$287,534.72 
NVDA NVIDIA Corporation
+1.22%
+$4,193.99 
DEHP Dimensional Emerging Markets High Profitability ETF
+1.18%
+$18,894.15 
PM Philip Morris International Inc.
+1.04%
+$2,737.8 
LIN Linde plc
+0.96%
+$2,915.22 
CGGR Capital Group Growth ETF
+0.91%
+$190,279.87 
MCK McKesson Corporation
+0.88%
+$2,626.11 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.81%
+$6,169.34 
ORCL Oracle Corporation
+0.79%
+$1,203.44 
BAC Bank of America Corporation
+0.76%
+$2,772.83 
VUG Vanguard Growth ETF
+0.76%
+$2,907.18 
IWF iShares Russell 1000 Growth ETF
+0.7%
+$4,388.19 
AVUV Avantis U.S. Small Cap Value ETF
+0.64%
+$20,052.18 
VB Vanguard Small-Cap ETF
+0.6%
+$2,038.16 
DFSV Dimensional US Small Cap Value ETF
+0.58%
+$113,565.76 
IJH iShares Core S&P Mid-Cap ETF
+0.56%
+$1,730.61 
LLY Eli Lilly and Company
+0.55%
+$2,843.08 
QQQ Invesco QQQ Trust, Series 1
+0.55%
+$2,442.82 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$282,198.73 
QQQM Invesco NASDAQ 100 ETF
+0.53%
+$62,297.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,441.68 
DFUS Dimensional U.S. Equity Market ETF
+0.51%
+$69,043.37 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.5%
+$199,550.05 
FTEC Fidelity MSCI Information Technology Index ETF
+0.49%
+$1,354.41 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.49%
+$1,308.91 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.49%
+$25,961.76 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.48%
+$1,283.16 
IVV iShares Core S&P 500 ETF
+0.48%
+$2,352.14 
SPY SPDR S&P 500 ETF Trust
+0.48%
+$6,499.55 
DFAS Dimensional U.S. Small Cap ETF
+0.48%
+$33,808.12 
VOO Vanguard S&P 500 ETF
+0.47%
+$49,777.87 
GOOGL Alphabet Inc
+0.44%
+$3,062.8 
DCOR Dimensional US Core Equity 1 ETF
+0.44%
+$20,940.42 
AVUS Avantis U.S. Equity ETF
+0.43%
+$2,760.24 
DFAW Dimensional World Equity ETF
+0.41%
+$2,360.96 
GOOG Alphabet Inc
+0.4%
+$1,958.39 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
+0.4%
+$1,049.22 
USXF iShares ESG Aware MSCI USA ETF
+0.39%
+$1,628.1 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.35%
+$8,169.59 
PWV Invesco Large Cap Value ETF
+0.35%
+$902.33 
IWD iShares Russell 1000 Value ETF
+0.34%
+$3,422.57 
CVS CVS Health Corporation
+0.32%
+$628.32 
PG Procter & Gamble Co
+0.32%
+$749.18 
VIG Vanguard Dividend Appreciation ETF
+0.29%
+$888.03 
AMZN Amazon.com Inc
+0.21%
+$557.28 
KEYS Keysight Technologies, Inc.
+0.21%
+$167.2 
MRVL Marvell Technology, Inc.
+0.18%
+$29.89 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$550.8 
ABBV AbbVie Inc.
+0.1%
+$240.76 
JPM JPMorgan Chase & Co.
+0.08%
+$163.77 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.08%
+$1,174.87 
QTUM Defiance Quantum ETF
+0.06%
+$164.92 
GLW Corning Incorporated
-2.17%
-$342.72 
INTC Intel Corporation
-1.65%
-$894.38 
QCOM QUALCOMM Incorporated
-1.35%
-$440.97 
MU Micron Technology, Inc.
-1.09%
-$2,198.66 
TER Teradyne, Inc.
-1.04%
-$83.7 
DELL Dell Technologies Inc.
-1%
-$168.6 
SNDK SanDisk Corporation
-0.64%
-$373.66 
MDB MongoDB Inc.
-0.45%
-$9.66 
AMAT Applied Materials, Inc.
-0.32%
-$102 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$3,336.93 
CGCP Capital Group Core Plus Income ETF
-0.26%
-$45,600.39 
BNDW Vanguard Total World Bond ETF
-0.23%
-$521.63 
UNH UnitedHealth Group Incorporated
-0.23%
-$1,212.38 
DFCF Dimensional Core Fixed Income ETF
-0.21%
-$53,107.32 
AMD Advanced Micro Devices, Inc.
-0.21%
-$129.36 
AVDE Avantis International Equity ETF
-0.18%
-$878.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.18%
-$1,505.75 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.17%
-$381.08 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.17%
-$39,491.84 
EFA iShares MSCI EAFE ETF
-0.16%
-$454.41 
DFIC Dimensional International Core Equity Market ETF
-0.15%
-$65,268.67 
DFGP Dimensional Global Core Fixed Income Fund
-0.14%
-$1,456.69 
FENI Fidelity Enhanced International ETF
-0.11%
-$709.02 
CSCO Cisco Systems, Inc.
-0.08%
-$64.26 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$2,135.14 
AAPL Apple Inc.
-0.03%
-$414.81 
IAGG iShares International Aggregate Bond Fund
-0.01%
-$22.91 
IBM International Business Machines Corporation
-0.01%
-$5.67 Events
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Dividends
Dividend Analysis
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| Trades 637 | Longs Won 468/637 73% | Profit Factor 22.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $728,099 |
| Average Win $215,051.23 | Best Trade (Oct 07) $9.99M | Sharpe Ratio -10.49 |
| Average Loss -$26,571.8 | Worst Trade (Oct 05) -$893,747.82 | Z-Score 4.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 1d | Expectancy $150,947.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,771 | $765,892.94 | $1.26M | - | $492,037.24 | 64.24% | -0.033% |
| ABBV AbbVie Inc. | 963 | $221,611.34 | $253,336.42 | - | $31,725.08 | 14.32% | +0.095% |
| AGG iShares Core U.S. Aggregate Bond ETF | 13,086 | $1.29M | $1.23M | - | -$59,096.29 | -4.58% | -0.271% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 55 | $26,566 | $19,958.95 | - | -$6,607.05 | -24.87% | +3.585% |
| AMAT Applied Materials, Inc. | 60 | $43,380 | $32,300.4 | - | -$11,079.6 | -25.54% | -0.315% |
| AMD Advanced Micro Devices, Inc. | 98 | $56,929 | $61,993.82 | - | $5,064.82 | 8.9% | -0.208% |
| AMZN Amazon.com Inc | 1,032 | $188,080.14 | $260,125.92 | - | $72,045.78 | 38.31% | +0.215% |
| AVDE Avantis International Equity ETF | 5,322 | $283,079.24 | $479,858.13 | - | $196,778.89 | 69.51% | -0.183% |
| AVEM Avantis Emerging Markets Equity ETF | 237,632 | $18.36M | $22.96M | - | $4.6M | 25.04% | +1.268% |
| AVGO Broadcom Inc. | 443 | $167,343 | $159,969.51 | - | -$7,373.49 | -4.41% | +1.68% |
| AVUS Avantis U.S. Equity ETF | 4,929 | $335,211.9 | $641,460.06 | - | $306,248.16 | 91.36% | +0.432% |
| AVUV Avantis U.S. Small Cap Value ETF | 26,212 | $2.4M | $3.17M | - | $769,056.3 | 32.08% | +0.637% |
| BAC Bank of America Corporation | 6,763 | $264,880.72 | $366,284.08 | - | $101,403.36 | 38.28% | +0.763% |
| BNDW Vanguard Total World Bond ETF | 3,425 | $232,555.73 | $224,672.12 | - | -$7,883.61 | -3.39% | -0.232% |
| BRK-B Berkshire Hathaway Inc. | 612 | $318,833.33 | $308,172.6 | - | -$10,660.73 | -3.34% | +0.179% |
| CGCP Capital Group Core Plus Income ETF | 829,098 | $18.49M | $17.51M | - | -$974,330.33 | -5.27% | -0.26% |
| CGGR Capital Group Growth ETF | 437,425 | $16.18M | $21.1M | - | $4.93M | 30.45% | +0.91% |
| CSCO Cisco Systems, Inc. | 756 | $88,800 | $84,758.94 | - | -$4,041.06 | -4.55% | -0.076% |
| CVS CVS Health Corporation | 2,244 | $232,142 | $194,644.56 | - | -$37,497.44 | -16.15% | +0.324% |
| DBAW Xtrackers MSCI All World ex US Hedged Equity ETF | 5,459 | $215,333.72 | $263,997.24 | - | $48,663.52 | 22.6% | +0.399% |
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FAQ
Which stocks have generated the highest profits for Ann Reilley?
The largest contributions to the portfolio's profits come from the following stocks: Invesco Russell 1000 Dynamic Multifactor ETF - $5.25M, iShares Future Exponential Technologies ETF - $4.18M, Dimensional International Core Equity Market ETF - $4.16M, Dimensional Global ex US Core Fixed Income Fund - $2.65M, and First Trust TCW Opportunistic Fixed Income Fund - $2.23M. 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: Dimensional Global Real Estate ETF - $128,385.86, CVS Health Corporation - $37,744.23, UnitedHealth Group Incorporated - $33,889.49, Avantis Real Estate ETF - $33,235.97, and Wells Fargo & Company - $28,383.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ann Reilley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.52M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $2.92M, Dimensional Global ex US Core Fixed Income Fund - $2.46M, First Trust TCW Opportunistic Fixed Income Fund - $2.4M, Dimensional Core Fixed Income ETF - $1.7M, and Dimensional US Core Equity Market ETF - $1.08M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ann Reilley's monthly returns?
Ann Reilley'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 Ann Reilley's strategy be considered aggressive or moderate?
Ann Reilley'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 Ann Reilley's strategy?
Ann Reilley's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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