Erik Bonnett Portfolio
Invests via Tripletail Wealth Management LLC | Managed by Erik Bonnett, Jason Adams
Invests via Tripletail Wealth Management LLC
Managed by Erik Bonnett, Jason Adams
Automatically Tracked
Seasoned entrepreneur and investor focused on technology and growth-stage companies. Erik Bonnett brings operating experience scaling product and go-to-market teams, serving as founder, operator and board advisor to startups across SaaS and fintech verticals. Active as an angel and seed investor, participates in deal sourcing, due diligence and early governance, with experience supporting follow-on capital raises and strategic exits. Market-oriented, founder-friendly approach with emphasis on unit economics and customer acquisition efficiency.
Seasoned entrepreneur and investor focused on technology and growth-stage companies. Erik Bonnett brings operating experience scaling product and go-to-market teams, serving as founder, operator and board advisor to startups across SaaS and fintech verticals. Active as an angel and seed investor, participates in deal sourcing, due diligence and early governance, with experience supporting follow-on capital raises and strategic exits. Market-oriented, founder-friendly approach with emphasis on unit economics and customer acquisition efficiency.
Investment Philosophy & Strategy
Combines operator-led due diligence with founder-friendly angel and seed capital deployment, prioritizing SaaS and fintech growth businesses with defensible unit economics and scalable go-to-market motion. Emphasizes early-stage governance, efficient customer acquisition, and pragmatic KPIs when allocating follow-on capital. Investment horizon is multi-year, favoring companies with repeatable revenue and clear exit pathways. Risk discipline centers on hands-on operational support, tight cash-usage oversight, and staged financing tied to measurable growth milestones.
Combines operator-led due diligence with founder-friendly angel and seed capital deployment, prioritizing SaaS and fintech growth businesses with defensible unit economics and scalable go-to-market motion. Emphasizes early-stage governance, efficient customer acquisition, and pragmatic KPIs when allocating follow-on capital. Investment horizon is multi-year, favoring companies with repeatable revenue and clear exit pathways. Risk discipline centers on hands-on operational support, tight cash-usage oversight, and staged financing tied to measurable growth milestones.
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:
24.09%
Gain -3.25%
Monthly
1.55%
Yearly
20.26%
Drawdown
12.75%
$86.18M
Equity
Holdings
$86.18M
Investment
$72.84M
$15.94M
Profit -$2.66M
Realized
$2.61M
Unrealized
$13.34M
Dividends
$994,234.45
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.25%
Profit
-$2.66M
Win %
68%
This Week
Compared To Last Week
Gain
-2.99%
Profit
-$2.66M
Win %
68%
This Month
Compared to last month
Gain
0.83%
Profit
$706,126.77
Win %
68%
This Year
Compared to last year
Gain
-1.07%
Profit
-$928,520.19
Win %
65%
FCEL FuelCell Energy, Inc.
+9.98%
+$245.63 
NBIS Nebius Group N.V.
+8.88%
+$44,713.99 
CPRT Copart Inc.
+7.55%
+$1,358.64 
TH Target Hospitality Corp.
+7.19%
+$10,723.05 
AMD Advanced Micro Devices, Inc.
+6.5%
+$17,729.7 
MP MP Materials Corp.
+5.53%
+$41,509.16 
LITE Lumentum Holdings Inc.
+5.19%
+$823.14 
VELO Velo3D, Inc.
+5.07%
+$6,527.82 
GLW Corning Incorporated
+4.7%
+$745 
F Ford Motor Company
+3.46%
+$2,618.4 
HROW Harrow Inc.
+2.98%
+$5,022.8 
IONQ IonQ, Inc.
+2.85%
+$550.4 
INOD Innodata Inc.
+2.77%
+$5,547 
CMG Chipotle Mexican Grill, Inc.
+2.73%
+$1,434.68 
ASLE AerSale Corporation
+2.62%
+$634.5 
OKE ONEOK, Inc.
+2.54%
+$82.25 
SOLV Solventum Corporation
+2.46%
+$83.07 
IONS Ionis Pharmaceuticals, Inc.
+2.45%
+$1,164.5 
BGC BGC Group, Inc.
+2.38%
+$3,077.1 
VRT Vertiv Holdings Co
+2.36%
+$25,563.49 
DOW Dow Inc.
+2.34%
+$66.74 
KMI Kinder Morgan, Inc.
+2.31%
+$25,833.33 
MU Micron Technology, Inc.
+2.3%
+$39,992.47 
CVS CVS Health Corporation
+2.28%
+$73.78 
JBTM JBT Marel Corporation
+2.25%
+$303,729.75 
TXN Texas Instruments Inc
+2.25%
+$6,586.65 
LYB LyondellBasell Industries N.V.
+2.18%
+$822.8 
BKR Baker Hughes Company
+2.17%
+$8,694 
ADI Analog Devices, Inc.
+2.16%
+$3,608.58 
GE General Electric Company
+2.15%
+$510.84 
TTWO Take-Two Interactive Software, Inc.
+2.08%
+$352.8 
TER Teradyne, Inc.
+2.02%
+$661.6 
LGND Ligand Pharmaceuticals Inc.
+2%
+$2,051.9 
DIS The Walt Disney Company
+1.96%
+$463.3 
NOC Northrop Grumman Corporation
+1.94%
+$3,394.65 
COP ConocoPhillips
+1.81%
+$4,935.84 
LMT Lockheed Martin Corporation
+1.78%
+$1,888.59 
WELD Tema U.S. Manufacturing & Reshoring ETF
+1.54%
+$893 
BBW Build-A-Bear Workshop Inc.
+1.48%
+$175.28 
XLE Energy Select Sector SPDR Fund
+1.39%
+$4,080 
CEG Constellation Energy Corporation
+1.39%
+$1,080.8 
VDE Vanguard Energy ETF
+1.38%
+$687.82 
GEV GE Vernova Inc.
+1.32%
+$6,403.27 
QBTS D-Wave Quantum Inc.
+1.29%
+$1,012.5 
DDOG Datadog, Inc. Class A Common Stock
+1.28%
+$19.32 
RH RH
+1.23%
+$88 
HMC Honda Motor Co., Ltd.
+1.22%
+$2,064.92 
ELFY ALPS Electrification Infrastructure ETF
+1.2%
+$458.1 
VST Vistra Corp
+1.18%
+$4,046.49 
ANDE The Andersons, Inc.
+1.17%
+$107.16 
LHX L3Harris Technologies, Inc.
+1.17%
+$1,458.25 
CVX Chevron Corporation
+1.16%
+$2,472.5 
OXY Occidental Petroleum Corporation
+1.14%
+$543.84 
APD Air Products and Chemicals, Inc.
+1.13%
+$486.45 
RTX RTX Corporation
+1.13%
+$186.75 
ZBH Zimmer Biomet Holdings, Inc.
+1.08%
+$59.4 
RGTI Rigetti Computing Inc
+1.07%
+$360 
LIN Linde plc
+0.95%
+$31.78 
XOM Exxon Mobil Corporation
+0.94%
+$5,094.34 
ATRO Astronics Corporation
+0.91%
+$619.92 
PNFP Pinnacle Financial Partners Inc.
+0.81%
+$460.23 
AMT American Tower Corporation
+0.8%
+$22.24 
MDT Medtronic plc
+0.76%
+$239.43 
RF Regions Financial Corporation
+0.76%
+$48 
PBFS Pioneer Bancorp Inc.
+0.75%
+$219.7 
GD General Dynamics Corporation
+0.72%
+$307.38 
ICOW Pacer Developed Markets International ETF
+0.7%
+$6,396.1 
TEL TE Connectivity plc
+0.69%
+$2,810.12 
VAW Vanguard Materials ETF
+0.69%
+$2,121.98 
ONT Onterris, Inc.
+0.69%
+$97.8 
UNM Unum Group
+0.68%
+$2,774.52 
TSLA Tesla, Inc.
+0.68%
+$4,021.71 
ALNY Alnylam Pharmaceuticals Inc
+0.67%
+$15.3 
UNH UnitedHealth Group Incorporated
+0.67%
+$24.03 
GLD SPDR Gold Shares
+0.63%
+$836.65 
BAC Bank of America Corporation
+0.62%
+$1,605.22 
QCOM QUALCOMM Incorporated
+0.61%
+$3,514 
MPAA Motorcar Parts of America, Inc.
+0.56%
+$459.2 
SLV iShares Silver Trust
+0.55%
+$9.6 
VZ Verizon Communications Inc.
+0.54%
+$187.72 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$426.96 
ROP Roper Technologies Inc.
+0.46%
+$60.72 
C Citigroup Inc.
+0.43%
+$1,380 
MATW Matthews International Corporation
+0.43%
+$346.5 
PSX Phillips 66
+0.43%
+$3,416 
UBSI United Bankshares, Inc.
+0.43%
+$42 
SMBK SmartFinancial Inc.
+0.4%
+$203.7 
VIS Vanguard Industrials ETF
+0.37%
+$1,818.97 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$3.6 
VOX Vanguard Communication Services ETF
+0.35%
+$120.12 
KO The Coca-Cola Company
+0.33%
+$1,102.29 
MTB M&T Bank Corporation
+0.33%
+$84 
CDNS Cadence Design Systems, Inc.
+0.32%
+$160.65 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$189.42 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$177.5 
LUCD Lucid Diagnostics Inc.
+0.31%
+$550.25 
PRU Prudential Financial, Inc.
+0.3%
+$42.94 
AFL Aflac Inc.
+0.29%
+$450.8 
GCOW Pacer Global Cash Cows Dividend ETF
+0.28%
+$251.68 
VO Vanguard Mid-Cap ETF
+0.26%
+$88 
CAT Caterpillar Inc.
+0.23%
+$2,419.2 
AAPL Apple Inc.
+0.22%
+$5,616.61 
MRK Merck & Co., Inc.
+0.21%
+$587.54 
MCD McDonald's Corporation
+0.21%
+$451.23 
NEE NextEra Energy, Inc.
+0.21%
+$54 
TFC Truist Financial Corporation
+0.21%
+$469.14 
PERI Perion Network Ltd.
+0.2%
+$332 
PG Procter & Gamble Co
+0.2%
+$299 
WM Waste Management, Inc.
+0.15%
+$181.21 
PEP PepsiCo, Inc.
+0.12%
+$14.96 
LOW Lowe's Companies Inc.
+0.12%
+$161.75 
JIVE JPMorgan International Value ETF
+0.11%
+$73.04 
JIG JPMorgan International Growth ETF
+0.1%
+$64.8 
VOOV Vanguard S&P 500 Value ETF
+0.07%
+$1.6 
ACNB ACNB Corp.
+0.06%
+$42.4 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$840.38 
JAVA JPMorgan Active Value ETF
+0.04%
+$61.53 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.02%
+$339.62 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$614.68 
SO The Southern Company
+0.01%
+$19.8 
LNTH Lantheus Holdings, Inc.
+0.01%
+$9.6 
AES AES Corporation
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MMM 3M Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 CGC
CGC
0%
$0 RCT
RCT
0%
$0 Q498
Q4982L109
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$91,002.02 
CBRS Cerebras Systems Inc.
-5.21%
-$7,999.95 
AMAT Applied Materials, Inc.
-5.12%
-$20,219.03 
SMR NuScale Power Corporation
-4.67%
-$92 
NET Cloudflare Inc.
-4.55%
-$13,544.99 
OKLO Oklo Inc.
-4.46%
-$103.5 
NNE Nano Nuclear Energy Inc.
-4.19%
-$756.8 
PATH Uipath Inc.
-4.02%
-$231.82 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$64,247.04 
HPQ HP Inc.
-3.8%
-$403.41 
ORCL Oracle Corporation
-3.65%
-$1,710 
DCTH Delcath Systems Inc.
-3.63%
-$793.8 
OWL Blue Owl Capital Inc.
-3.48%
-$1,188 
FTNT Fortinet Inc.
-3.28%
-$912.24 
PANW Palo Alto Networks, Inc.
-2.96%
-$42,345.34 
VOYG Voyager Technologies, Inc.
-2.94%
-$7,150 
PLTR Palantir Technologies Inc.
-2.78%
-$2,445.24 
RIO Rio Tinto Plc Sponsored ADR
-2.57%
-$8,134.56 
CRM Salesforce Inc
-2.56%
-$1,821.48 
QXO Qxo Inc.
-2.55%
-$190 
SNOW Snowflake Inc.
-2.51%
-$846 
ADSK Autodesk, Inc.
-2.44%
-$560.7 
ZS Zscaler Inc.
-2.43%
-$2,289.99 
ASUR Asure Software Inc.
-2.42%
-$2,144.1 
ADBE Adobe Inc.
-2.39%
-$245.86 
LLY Eli Lilly and Company
-2.38%
-$20,361.02 
ANET Arista Networks, Inc.
-2.36%
-$44,308.71 
BBSI Barrett Business Services Inc.
-2.33%
-$2,221.45 
DAL Delta Air Lines, Inc.
-2.15%
-$274.4 
KSS Kohl's Corporation
-2.09%
-$29.52 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$3,100.1 
FISV Fiserv, Inc.
-2%
-$438.45 
VRRM Verra Mobility Corporation
-1.87%
-$256.05 
CDW CDW Corporation
-1.85%
-$260.37 
GSK GSK plc Sponsored ADR
-1.84%
-$9,762.21 
NVO Novo Nordisk A/S Sponsored ADR
-1.78%
-$108.73 
HCA HCA Healthcare Inc.
-1.72%
-$3,212.3 
ISRG Intuitive Surgical, Inc.
-1.69%
-$2,981.15 
CSCO Cisco Systems, Inc.
-1.58%
-$5,872.99 
LRCX Lam Research Corporation
-1.38%
-$1,395.01 
UNP Union Pacific Corporation
-1.38%
-$160.29 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$1,694.81 
BMY Bristol-Myers Squibb Company
-1.27%
-$308.32 
ENTG Entegris, Inc.
-1.25%
-$776.95 
NKE Nike, Inc. - Class B
-1.21%
-$135.5 
IBM International Business Machines Corporation
-1.19%
-$9,060.63 
ADP Automatic Data Processing Inc.
-1.18%
-$45.78 
QNST QuinStreet Inc.
-1.16%
-$3,338.4 
KKR KKR & Co. Inc.
-1.12%
-$1,715.7 
EW Edwards Lifesciences Corporation
-1.04%
-$122.88 
UPS United Parcel Service, Inc.
-0.98%
-$32.24 
CRWV CoreWeave, Inc.
-0.97%
-$2,600.75 
ETSY Etsy Inc.
-0.95%
-$50.82 
AIOT PowerFleet Inc.
-0.95%
-$632.1 
UL Unilever PLC Sponsored American Depositary Receipt
-0.94%
-$69.03 
AMZN Amazon.com Inc
-0.94%
-$18,820.8 
SPCX Space Exploration Technologies Corp. Class A
-0.91%
-$677.24 
AJG Arthur J. Gallagher & Co.
-0.9%
-$684 
ACN Accenture plc Class A
-0.9%
-$54.4 
LEU Centrus Energy Corp.
-0.87%
-$25.05 
META Meta Platforms Inc Class A
-0.86%
-$5,831.67 
HD The Home Depot, Inc.
-0.83%
-$3,422.22 
SBUX Starbucks Corporation
-0.79%
-$98.04 
BLK BlackRock, Inc.
-0.77%
-$364.4 
ASTS AST SpaceMobile, Inc.
-0.76%
-$712.8 
DHR Danaher Corporation
-0.71%
-$100.8 
BP BP p.l.c. Sponsored ADR
-0.7%
-$483.6 
IBIT iShares Bitcoin Trust
-0.7%
-$225 
SYY Sysco Corporation
-0.67%
-$77.84 
TROX Tronox Holdings plc
-0.67%
-$222 
TGT Target Corporation
-0.66%
-$292.52 
JNJ Johnson & Johnson
-0.66%
-$449.79 
DTEC Alps Disruptive Technologies ETF
-0.64%
-$121.79 
CROX Crocs, Inc.
-0.63%
-$58.8 
EMR Emerson Electric Co.
-0.63%
-$31.2 
AMGN Amgen Inc.
-0.63%
-$2,104.01 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$333.3 
CTAS Cintas Corporation
-0.59%
-$94.4 
NDAQ Nasdaq, Inc.
-0.58%
-$171 
ABNB Airbnb, Inc.
-0.58%
-$21.4 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$4,538.5 
NVS Novartis AG Sponsored ADR
-0.55%
-$663.6 
SYK Stryker Corporation
-0.55%
-$1,090.4 
ABBV AbbVie Inc.
-0.54%
-$3,507.44 
AZN AstraZeneca PLC American Depositary Shares
-0.5%
-$56.09 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$234.93 
VHT Vanguard Health Care ETF
-0.48%
-$293.36 
SEMI Columbia Select Technology ETF
-0.48%
-$56.4 
MS Morgan Stanley
-0.47%
-$2,404.14 
FBK FB Financial Corp
-0.45%
-$145.6 
ETN Eaton Corporation plc
-0.4%
-$455 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$4.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$6,759.64 
WMT Walmart Inc.
-0.39%
-$1,070.1 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.39%
-$4,343.26 
VOOG Vanguard S&P 500 Growth ETF
-0.39%
-$732.6 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.36%
-$175.5 
V Visa Inc. Class A
-0.36%
-$735.81 
VGT Vanguard Information Technology ETF
-0.35%
-$178.88 
AXP American Express Company
-0.34%
-$2,280.29 
JQUA JPMorgan U.S. Quality Factor ETF
-0.33%
-$75 
GS The Goldman Sachs Group, Inc.
-0.31%
-$1,781.53 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.31%
-$1,551.37 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$1,009.8 
HTB Hometrust Bancshares Inc.
-0.3%
-$151.5 
MSFT Microsoft Corp.
-0.3%
-$6,489.84 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$8.88 
PH Parker-Hannifin Corporation
-0.28%
-$480.18 
KMB Kimberly-Clark Corporation
-0.28%
-$31 
FAF First American Financial Corporation
-0.27%
-$163 
COWZ Pacer US Cash Cows 100 ETF
-0.27%
-$3,425.13 
TRFK Pacer Data and Digital Revolution ETF
-0.26%
-$68.9 
JGLO JPMorgan Global Select Equity ETF
-0.25%
-$370.88 
LAKE Lakeland Industries Inc.
-0.25%
-$111.6 
CB Chubb Limited
-0.25%
-$51.6 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.24%
-$229.13 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$136 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$11.46 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.21%
-$2,400.83 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.21%
-$44.4 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$295.67 
NB NioCorp Developments Ltd.
-0.2%
-$5 
III Information Services Group Inc.
-0.19%
-$124.9 
VOO Vanguard S&P 500 ETF
-0.19%
-$45.56 
IVV iShares Core S&P 500 ETF
-0.18%
-$390.39 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.18%
-$63 
XLF Financial Select Sector SPDR Fund
-0.17%
-$580 
EXP Eagle Materials Inc.
-0.14%
-$43.8 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$325 
GEHC GE HealthCare Technologies Inc.
-0.14%
-$210.1 
GOOGL Alphabet Inc
-0.13%
-$1,821.6 
PLD Prologis Inc.
-0.13%
-$10.44 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$126 
GOOG Alphabet Inc
-0.12%
-$64 
NFLX Netflix, Inc.
-0.1%
-$555.2 
VCR Vanguard Consumer Discretionary ETF
-0.09%
-$29.6 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.08%
-$230.86 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-0.08%
-$86.8 
COST Costco Wholesale Corporation
-0.08%
-$324 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.08%
-$29.48 
JPM JPMorgan Chase & Co.
-0.07%
-$1,150.16 
MRVL Marvell Technology, Inc.
-0.07%
-$259.66 
NVDA NVIDIA Corporation
-0.06%
-$3,159.1 
ITW Illinois Tool Works Inc.
-0.06%
-$1.87 
CMI Cummins Inc.
-0.06%
-$18.55 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
-0.03%
-$172.25 
BHB Bar Harbor Bankshares
-0.03%
-$6.1 
ABT Abbott Laboratories
-0.02%
-$0.52 
CCJ Cameco Corporation
-0.01%
-$6 Events
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Dividends
Dividend Analysis
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No Data
| Trades 847 | Longs Won 542/847 63% | Profit Factor 5.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $106,177.62 |
| Average Win $35,410.52 | Best Trade (Aug 28) $1.58M | Sharpe Ratio -26.83 |
| Average Loss -$10,882.18 | Worst Trade (Aug 25) -$593,705.7 | Z-Score 1.88 (93.95%) |
| Commissions $0 | Avg. Trade Length 7m 1w 2d | Expectancy $18,823.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,937 | 7,143 | 6,349 | 5,556 | 4,762 | 3,968 | 3,175 | 2,381 | 1,587 | 794 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,383 | $1.72M | $2.56M | - | $844,671.08 | 49.11% | +0.219% |
| ABBV AbbVie Inc. | 2,579 | $478,713.98 | $643,357.37 | - | $164,643.39 | 34.39% | -0.542% |
| ABNB Airbnb, Inc. | 20 | $2,403.61 | $3,681.2 | - | $1,277.59 | 53.15% | -0.578% |
| ABT Abbott Laboratories | 26 | $3,448 | $2,892.5 | - | -$555.5 | -16.11% | -0.018% |
| ACN Accenture plc Class A | 34 | $8,461 | $6,014.26 | - | -$2,446.74 | -28.92% | -0.896% |
| ACNB ACNB Corp. | 1,060 | $46,470 | $68,825.8 | - | $22,355.8 | 48.11% | +0.062% |
| ADBE Adobe Inc. | 38 | $13,314.9 | $10,032.76 | - | -$3,282.14 | -24.65% | -2.392% |
| ADI Analog Devices, Inc. | 439 | $106,532.07 | $170,942.21 | - | $64,410.14 | 60.46% | +2.157% |
| ADP Automatic Data Processing Inc. | 14 | $4,088 | $3,821.44 | - | -$266.56 | -6.52% | -1.184% |
| ADSK Autodesk, Inc. | 89 | $28,518 | $22,397.74 | - | -$6,120.26 | -21.46% | -2.442% |
| AES AES Corporation | 500 | $6,580 | $7,365 | - | $785 | 11.93% | 0.0 |
| AFL Aflac Inc. | 1,288 | $146,220.63 | $156,427.6 | - | $10,206.97 | 6.98% | +0.289% |
| AIOT PowerFleet Inc. | 21,070 | $80,698.1 | $65,527.7 | - | -$15,170.4 | -18.8% | -0.955% |
| AJG Arthur J. Gallagher & Co. | 300 | $93,366 | $75,363 | - | -$18,003 | -19.28% | -0.899% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 150 | $72,453 | $48,241.5 | - | -$24,211.5 | -33.42% | -0.362% |
| ALNY Alnylam Pharmaceuticals Inc | 10 | $4,542 | $2,286.5 | - | -$2,255.5 | -49.66% | +0.674% |
| AMAT Applied Materials, Inc. | 739 | $151,302.86 | $374,806.01 | - | $223,503.15 | 147.72% | -5.118% |
| AMD Advanced Micro Devices, Inc. | 565 | $299,167.21 | $290,630.36 | - | -$8,536.85 | -2.85% | +6.497% |
| AMGN Amgen Inc. | 800 | $228,896 | $332,167.99 | - | $103,271.99 | 45.12% | -0.629% |
| AMT American Tower Corporation | 16 | $2,964 | $2,809.28 | - | -$154.72 | -5.22% | +0.798% |
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FAQ
Which stocks have generated the highest profits for Erik Bonnett?
The largest contributions to the portfolio's profits come from the following stocks: JBT Marel Corporation - $975,607.49, Micron Technology, Inc - $890,755.12, Vertiv Holdings Co - $156,254.24, Caterpillar Inc - $141,433.43, and Pacer US Cash Cows 100 ETF - $108,118.23. 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: Delcath Systems Inc - $119,548.33, Voyager Technologies, Inc - $79,293.01, Blue Owl Capital Inc - $79,030.95, Salesforce Inc - $46,795.92, and KKR & Co. Inc - $37,932.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Erik Bonnett's portfolio generate?
The portfolio generates substantial dividend income, with a total of $994,234.45 earned over time. The largest contributors to dividend income include Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $93,104.15, PGIM Ultra Short Bond ETF - $82,078.09, JBT Marel Corporation - $63,307.5, Kinder Morgan, Inc - $46,782.54, and Pacer US Cash Cows 100 ETF - $34,071.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Erik Bonnett's monthly returns?
Erik Bonnett'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 Erik Bonnett's strategy be considered aggressive or moderate?
Erik Bonnett'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 Erik Bonnett's strategy?
Erik Bonnett'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.
