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:
55.59%
Gain -0.1%
Monthly
1.3%
Yearly
16.73%
Drawdown
17.3%
$360.12M
Equity
Holdings
$360.12M
Investment
$281.47M
$93.87M
Profit -$228,090.83
Realized
$15.22M
Unrealized
$78.65M
Dividends
$16.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$228,090.83
Win %
75%
This Week
Compared To Last Week
Gain
0.99%
Profit
$3.52M
Win %
75%
This Month
Compared to last month
Gain
0.99%
Profit
$3.52M
Win %
75%
This Year
Compared to last year
Gain
10.34%
Profit
$33.74M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$40,842.55 
GOOG Alphabet Inc
+6.88%
+$33,076.8 
GOOGL Alphabet Inc
+6.73%
+$45,277.05 
MSFT Microsoft Corp.
+3.02%
+$16,303.13 
NVDA NVIDIA Corporation
+2.93%
+$8,816.25 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$8,175.7 
VUG Vanguard Growth ETF
+1.1%
+$3,889.26 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,393.04 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,063.44 
VOO Vanguard S&P 500 ETF
+0.71%
+$74,149.63 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$91,135.12 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$74,404.82 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,200 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.68%
+$257,280.96 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$2,935.9 
CGGR Capital Group Growth ETF
+0.65%
+$126,597.18 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,655.12 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$9,580.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,513.94 
AVUS Avantis U.S. Equity ETF
+0.57%
+$3,548.88 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$266,582.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,328.14 
IWD iShares Russell 1000 Value ETF
+0.44%
+$4,443.33 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$18,358.72 
PG Procter & Gamble Co
+0.37%
+$868.67 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,216.44 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$19,002.72 
BAC Bank of America Corporation
+0.36%
+$1,490.72 
DFAW Dimensional World Equity ETF
+0.22%
+$743.76 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$722.3 
PWV Invesco Large Cap Value ETF
+0.12%
+$340.5 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$21,113.28 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,059.16 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$1,155.25 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$92,293.28 
LIN Linde plc
-5.95%
-$19,124.33 
ABBV AbbVie Inc.
-2.51%
-$6,372.95 
UNH UnitedHealth Group Incorporated
-1.68%
-$10,315.14 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$9,289.29 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$5,583.55 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,741.74 
PM Philip Morris International Inc.
-0.61%
-$1,664.97 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$255,183.06 
LLY Eli Lilly and Company
-0.53%
-$2,770.76 
AVDE Avantis International Equity ETF
-0.46%
-$2,235.24 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,145.43 
FENI Fidelity Enhanced International ETF
-0.37%
-$2,037.75 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$3,863.81 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$65,609.88 
BNDW Vanguard Total World Bond ETF
-0.28%
-$1,085.85 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$3,084 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$717.06 
VB Vanguard Small-Cap ETF
-0.22%
-$770.86 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$5,035.36 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$79,084.41 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$12,644.33 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$26,663.35 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$2,302.7 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
-0.15%
-$381.92 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$337.68 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 565 | Longs Won 433/565 76% | Profit Factor 43.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $732,643.8 |
| Average Win $221,893.96 | Best Trade (Aug 06) $9.63M | Sharpe Ratio -9.99 |
| Average Loss -$16,758.41 | Worst Trade (Aug 02) -$290,629.51 | Z-Score 7.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 6d | Expectancy $166,138 |
| 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 | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $3.94M, Dimensional Global ex US Core Fixed Income Fund - $2.62M, and First Trust TCW Opportunistic Fixed Income Fund - $2.44M. 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, UnitedHealth Group Incorporated - $41,429.31, CVS Health Corporation - $39,236.49, 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 $16.67M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $2.7M, Dimensional Global ex US Core Fixed Income Fund - $2.62M, First Trust TCW Opportunistic Fixed Income Fund - $2.46M, Dimensional Core Fixed Income ETF - $1.59M, and Dimensional US Core Equity Market ETF - $960,725.92. 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.
