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:
20.09%
Gain -0.81%
Monthly
1.19%
Yearly
15.17%
Drawdown
12.75%
$83.64M
Equity
Holdings
$83.64M
Investment
$72.84M
$13.34M
Profit -$649,621.82
Realized
$2.54M
Unrealized
$10.8M
Dividends
$1.16M
Goals
Avg. 40% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$649,621.82
Win %
62%
This Week
Compared To Last Week
Gain
-2.79%
Profit
-$2.4M
Win %
62%
This Month
Compared to last month
Gain
-0.97%
Profit
-$819,736.12
Win %
62%
This Year
Compared to last year
Gain
-4.06%
Profit
-$3.54M
Win %
61%
FAF First American Financial Corporation
+2.82%
+$1,458.85 
KMI Kinder Morgan, Inc.
+2.59%
+$29,673.5 
BKR Baker Hughes Company
+2.56%
+$8,788.5 
BP BP p.l.c. Sponsored ADR
+2.51%
+$1,958.58 
F Ford Motor Company
+2.44%
+$1,636.5 
NOC Northrop Grumman Corporation
+2.39%
+$3,640.18 
RTX RTX Corporation
+2.39%
+$334.87 
LMT Lockheed Martin Corporation
+2.27%
+$2,136.39 
COP ConocoPhillips
+2.17%
+$6,726.72 
UL Unilever PLC Sponsored American Depositary Receipt
+2.1%
+$159.12 
PEP PepsiCo, Inc.
+2.01%
+$226.6 
SO The Southern Company
+1.69%
+$2,989.8 
C Citigroup Inc.
+1.66%
+$4,692 
GE General Electric Company
+1.58%
+$325.38 
OKE ONEOK, Inc.
+1.57%
+$49.7 
CVX Chevron Corporation
+1.55%
+$3,644.24 
LAKE Lakeland Industries Inc.
+1.55%
+$539.4 
OXY Occidental Petroleum Corporation
+1.54%
+$770.44 
AMT American Tower Corporation
+1.53%
+$44.32 
JPM JPMorgan Chase & Co.
+1.53%
+$21,811.2 
XLE Energy Select Sector SPDR Fund
+1.47%
+$4,680 
LHX L3Harris Technologies, Inc.
+1.44%
+$1,501.64 
VDE Vanguard Energy ETF
+1.42%
+$760.07 
ATRO Astronics Corporation
+1.4%
+$634.68 
KO The Coca-Cola Company
+1.36%
+$4,770.26 
GD General Dynamics Corporation
+1.35%
+$494.86 
HD The Home Depot, Inc.
+1.31%
+$4,874.24 
BLK BlackRock, Inc.
+1.28%
+$572 
QNST QuinStreet Inc.
+1.26%
+$2,851.55 
LYB LyondellBasell Industries N.V.
+1.25%
+$471.9 
CMI Cummins Inc.
+1.21%
+$341.32 
PG Procter & Gamble Co
+1.19%
+$1,927.97 
COST Costco Wholesale Corporation
+1.18%
+$4,972.32 
LIN Linde plc
+1.13%
+$39.13 
LOW Lowe's Companies Inc.
+1.12%
+$1,423.4 
ADI Analog Devices, Inc.
+1.11%
+$1,966.72 
GSK GSK plc Sponsored ADR
+1.07%
+$5,510.93 
ACN Accenture plc Class A
+1.06%
+$81.43 
NEE NextEra Energy, Inc.
+1.06%
+$252 
MRK Merck & Co., Inc.
+1.05%
+$3,099.78 
XOM Exxon Mobil Corporation
+1.05%
+$6,256.8 
TXN Texas Instruments Inc
+1.03%
+$3,095.19 
HMC Honda Motor Co., Ltd.
+0.97%
+$1,793.21 
HTB Hometrust Bancshares Inc.
+0.97%
+$454.5 
TFC Truist Financial Corporation
+0.97%
+$1,919.25 
BHB Bar Harbor Bankshares
+0.96%
+$222.65 
GCOW Pacer Global Cash Cows Dividend ETF
+0.93%
+$832.48 
VAW Vanguard Materials ETF
+0.9%
+$2,655.77 
PSX Phillips 66
+0.9%
+$8,864.49 
MATW Matthews International Corporation
+0.88%
+$589.05 
FISV Fiserv, Inc.
+0.87%
+$161.95 
AAPL Apple Inc.
+0.85%
+$24,520.28 
RIO Rio Tinto Plc Sponsored ADR
+0.85%
+$2,485.56 
VZ Verizon Communications Inc.
+0.79%
+$252.7 
ICOW Pacer Developed Markets International ETF
+0.77%
+$6,700.65 
AXP American Express Company
+0.77%
+$4,697.09 
BRK-B Berkshire Hathaway Inc.
+0.76%
+$6,259.84 
DIS The Walt Disney Company
+0.74%
+$186.45 
SMBK SmartFinancial Inc.
+0.74%
+$363.75 
NKE Nike, Inc. - Class B
+0.74%
+$74.53 
BAC Bank of America Corporation
+0.72%
+$1,504.87 
ITW Illinois Tool Works Inc.
+0.7%
+$20.9 
LLY Eli Lilly and Company
+0.68%
+$6,036.31 
ASML ASML Holding N.V. New York Registry Shares
+0.66%
+$32.96 
AFL Aflac Inc.
+0.66%
+$1,004.64 
V Visa Inc. Class A
+0.63%
+$1,434.81 
PH Parker-Hannifin Corporation
+0.63%
+$961.95 
KMB Kimberly-Clark Corporation
+0.62%
+$65 
CB Chubb Limited
+0.62%
+$131.4 
ACNB ACNB Corp.
+0.59%
+$392.2 
SYK Stryker Corporation
+0.55%
+$939.59 
ASLE AerSale Corporation
+0.53%
+$105.75 
RF Regions Financial Corporation
+0.53%
+$29 
AJG Arthur J. Gallagher & Co.
+0.51%
+$384 
ISRG Intuitive Surgical, Inc.
+0.5%
+$943.74 
ABBV AbbVie Inc.
+0.49%
+$3,571.94 
XLF Financial Select Sector SPDR Fund
+0.48%
+$1,537 
JNJ Johnson & Johnson
+0.46%
+$301.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.45%
+$162.14 
FBK FB Financial Corp
+0.43%
+$114.4 
NVS Novartis AG Sponsored ADR
+0.43%
+$505.6 
WMT Walmart Inc.
+0.42%
+$1,177.11 
APD Air Products and Chemicals, Inc.
+0.4%
+$166.38 
MPAA Motorcar Parts of America, Inc.
+0.39%
+$262.4 
DGRO iShares Core Dividend Growth ETF
+0.37%
+$236 
DOW Dow Inc.
+0.35%
+$9.87 
GEV GE Vernova Inc.
+0.34%
+$1,476.97 
ADP Automatic Data Processing Inc.
+0.34%
+$13.65 
ZBH Zimmer Biomet Holdings, Inc.
+0.33%
+$17.32 
VYM Vanguard High Dividend Yield ETF
+0.33%
+$1,049.4 
KKR KKR & Co. Inc.
+0.31%
+$359.1 
CVS CVS Health Corporation
+0.3%
+$9.52 
AMGN Amgen Inc.
+0.29%
+$1,000 
ALNY Alnylam Pharmaceuticals Inc
+0.27%
+$6.3 
MS Morgan Stanley
+0.27%
+$1,154.91 
UNM Unum Group
+0.26%
+$1,056.96 
PNFP Pinnacle Financial Partners Inc.
+0.25%
+$126.96 
MCD McDonald's Corporation
+0.23%
+$427.9 
EXP Eagle Materials Inc.
+0.22%
+$55.48 
TEL TE Connectivity plc
+0.22%
+$886.4 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.22%
+$593.64 
NVDA NVIDIA Corporation
+0.16%
+$7,897.75 
SBUX Starbucks Corporation
+0.14%
+$15.39 
COWZ Pacer US Cash Cows 100 ETF
+0.13%
+$1,622.43 
CPRT Copart Inc.
+0.13%
+$21.42 
CAT Caterpillar Inc.
+0.12%
+$1,129.75 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
+0.11%
+$645.93 
JIVE JPMorgan International Value ETF
+0.11%
+$69.72 
JAVA JPMorgan Active Value ETF
+0.1%
+$174.34 
VOOV Vanguard S&P 500 Value ETF
+0.09%
+$2.15 
VIG Vanguard Dividend Appreciation ETF
+0.08%
+$36.29 
WM Waste Management, Inc.
+0.06%
+$74.62 
ELFY ALPS Electrification Infrastructure ETF
+0.06%
+$19.8 
VIS Vanguard Industrials ETF
+0.05%
+$213.59 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$840.38 
GS The Goldman Sachs Group, Inc.
+0.01%
+$66.58 
ANDE The Andersons, Inc.
+0.01%
+$0.73 
ABNB Airbnb, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
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 
CRWV CoreWeave, Inc.
-10.62%
-$18,685 
NBIS Nebius Group N.V.
-9.32%
-$34,700.75 
LUCD Lucid Diagnostics Inc.
-8.63%
-$8,235.42 
CBRS Cerebras Systems Inc.
-7.86%
-$7,434.7 
PANW Palo Alto Networks, Inc.
-7.45%
-$99,635.96 
CRWD CrowdStrike Holdings, Inc.
-7.21%
-$132,088.39 
SNOW Snowflake Inc.
-7.18%
-$2,407 
LEU Centrus Energy Corp.
-7.12%
-$135.6 
FTNT Fortinet Inc.
-7.02%
-$2,145.36 
VELO Velo3D, Inc.
-6.96%
-$4,351.88 
IONQ IonQ, Inc.
-6.84%
-$1,010.5 
NET Cloudflare Inc.
-6.81%
-$19,381.5 
ZS Zscaler Inc.
-6.5%
-$7,159.99 
PLTR Palantir Technologies Inc.
-6.36%
-$6,273 
QBTS D-Wave Quantum Inc.
-6.28%
-$3,018.75 
DDOG Datadog, Inc. Class A Common Stock
-6.09%
-$97.32 
AIOT PowerFleet Inc.
-5.22%
-$2,739.1 
OKLO Oklo Inc.
-5.13%
-$77 
ASTS AST SpaceMobile, Inc.
-4.98%
-$2,923.8 
HROW Harrow Inc.
-4.97%
-$6,191.9 
PATH Uipath Inc.
-4.92%
-$233.55 
INOD Innodata Inc.
-4.73%
-$8,626.87 
FCEL FuelCell Energy, Inc.
-4.61%
-$78.65 
RGTI Rigetti Computing Inc
-4.28%
-$972 
VOYG Voyager Technologies, Inc.
-4.2%
-$6,187.5 
SMR NuScale Power Corporation
-3.98%
-$49 
LITE Lumentum Holdings Inc.
-3.8%
-$594.54 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.76%
-$1,704 
TH Target Hospitality Corp.
-3.62%
-$5,315.7 
MU Micron Technology, Inc.
-3.62%
-$61,701.76 
TRFK Pacer Data and Digital Revolution ETF
-3.52%
-$853.3 
ORCL Oracle Corporation
-3.46%
-$1,398 
AMD Advanced Micro Devices, Inc.
-3.46%
-$10,989.24 
NNE Nano Nuclear Energy Inc.
-3.31%
-$396 
GLW Corning Incorporated
-3.17%
-$439 
ENTG Entegris, Inc.
-3.15%
-$1,750.79 
LRCX Lam Research Corporation
-3.07%
-$2,559 
AMAT Applied Materials, Inc.
-3.01%
-$9,566.36 
DCTH Delcath Systems Inc.
-3%
-$560.7 
ANET Arista Networks, Inc.
-2.96%
-$50,770.5 
AVGO Broadcom Inc.
-2.89%
-$36,503.36 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-2.75%
-$31,271.44 
CRM Salesforce Inc
-2.72%
-$2,368.63 
MRVL Marvell Technology, Inc.
-2.59%
-$10,127.54 
ADBE Adobe Inc.
-2.56%
-$244.53 
NFLX Netflix, Inc.
-2.53%
-$12,769.6 
HPQ HP Inc.
-2.42%
-$252.56 
MTB M&T Bank Corporation
-2.34%
-$511 
QXO Qxo Inc.
-2.28%
-$127.5 
META Meta Platforms Inc Class A
-2.2%
-$18,440.38 
SOLV Solventum Corporation
-2.11%
-$72.15 
ASUR Asure Software Inc.
-2.06%
-$1,543.75 
IONS Ionis Pharmaceuticals, Inc.
-2.06%
-$773.5 
TER Teradyne, Inc.
-2.06%
-$564.8 
ADSK Autodesk, Inc.
-2.01%
-$437.88 
XLK State Street Technology Select Sector SPDR ETF
-1.92%
-$21.78 
VRT Vertiv Holdings Co
-1.91%
-$15,519.36 
MSFT Microsoft Corp.
-1.9%
-$44,814.7 
VGT Vanguard Information Technology ETF
-1.83%
-$931.84 
SEMI Columbia Select Technology ETF
-1.77%
-$204 
CDW CDW Corporation
-1.71%
-$261.36 
CCJ Cameco Corporation
-1.68%
-$840 
DTEC Alps Disruptive Technologies ETF
-1.68%
-$306.2 
LGND Ligand Pharmaceuticals Inc.
-1.65%
-$1,746.6 
TMO Thermo Fisher Scientific Inc.
-1.64%
-$2,553.35 
CSCO Cisco Systems, Inc.
-1.64%
-$5,905.8 
EW Edwards Lifesciences Corporation
-1.54%
-$174.08 
ETSY Etsy Inc.
-1.54%
-$90.42 
GOOGL Alphabet Inc
-1.5%
-$20,809.8 
BGC BGC Group, Inc.
-1.5%
-$2,052.19 
QQQ Invesco QQQ Trust, Series 1
-1.44%
-$3,409.25 
SPCX Space Exploration Technologies Corp. Class A
-1.43%
-$1,118.25 
TROX Tronox Holdings plc
-1.41%
-$277.5 
HCA HCA Healthcare Inc.
-1.4%
-$2,975.7 
UNH UnitedHealth Group Incorporated
-1.39%
-$50.94 
GOOG Alphabet Inc
-1.39%
-$764.8 
CDNS Cadence Design Systems, Inc.
-1.36%
-$676.26 
PERI Perion Network Ltd.
-1.32%
-$1,992 
ETN Eaton Corporation plc
-1.29%
-$1,302.5 
BBW Build-A-Bear Workshop Inc.
-1.25%
-$101.72 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-1.24%
-$1,284.64 
IWF iShares Russell 1000 Growth ETF
-1.24%
-$36.96 
VOX Vanguard Communication Services ETF
-1.22%
-$429.52 
BBSI Barrett Business Services Inc.
-1.22%
-$1,135.25 
VOOG Vanguard S&P 500 Growth ETF
-1.14%
-$2,153.4 
DAL Delta Air Lines, Inc.
-1.11%
-$121.8 
TSLA Tesla, Inc.
-1.11%
-$6,981.41 
IEMG iShares Core MSCI Emerging Markets ETF
-1.08%
-$1,058.39 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.02%
-$17,382.24 
IBIT iShares Bitcoin Trust
-1.01%
-$423 
QCOM QUALCOMM Incorporated
-1%
-$6,290.02 
VRTX Vertex Pharmaceuticals Incorporated
-1%
-$1,476.1 
JQUA JPMorgan U.S. Quality Factor ETF
-0.97%
-$222 
XLC Communication Services Select Sector SPDR Fund
-0.91%
-$9.18 
TTWO Take-Two Interactive Software, Inc.
-0.89%
-$130.9 
JIG JPMorgan International Growth ETF
-0.87%
-$518.4 
CMG Chipotle Mexican Grill, Inc.
-0.87%
-$427.18 
IBM International Business Machines Corporation
-0.86%
-$6,458.13 
AZN AstraZeneca PLC American Depositary Shares
-0.86%
-$101.53 
VRRM Verra Mobility Corporation
-0.85%
-$71.41 
RH RH
-0.85%
-$40 
MP MP Materials Corp.
-0.81%
-$4,514.8 
KSS Kohl's Corporation
-0.76%
-$12.24 
TGT Target Corporation
-0.75%
-$332.28 
OWL Blue Owl Capital Inc.
-0.72%
-$175.5 
III Information Services Group Inc.
-0.7%
-$499.6 
MDT Medtronic plc
-0.66%
-$218.61 
ONT Onterris, Inc.
-0.64%
-$73.35 
DHR Danaher Corporation
-0.63%
-$101.5 
CROX Crocs, Inc.
-0.62%
-$53.9 
PRU Prudential Financial, Inc.
-0.61%
-$80.8 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.6%
-$9,509.36 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.6%
-$215 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.6%
-$6,871.57 
AMZN Amazon.com Inc
-0.59%
-$11,345.48 
UPS United Parcel Service, Inc.
-0.56%
-$17.05 
CEG Constellation Energy Corporation
-0.56%
-$431.2 
IVV iShares Core S&P 500 ETF
-0.56%
-$1,175.26 
MDY SPDR S&P MidCap 400 ETF Trust
-0.52%
-$286.18 
IJH iShares Core S&P Mid-Cap ETF
-0.51%
-$266.25 
SPY SPDR S&P 500 ETF Trust
-0.5%
-$744.96 
VHT Vanguard Health Care ETF
-0.5%
-$315.56 
IJR iShares Core S&P Small-Cap ETF
-0.49%
-$397.31 
VOO Vanguard S&P 500 ETF
-0.48%
-$114.92 
MMM 3M Company
-0.45%
-$626.04 
JBTM JBT Marel Corporation
-0.43%
-$52,722.9 
EMR Emerson Electric Co.
-0.4%
-$19.2 
JGLO JPMorgan Global Select Equity ETF
-0.35%
-$497.76 
SYY Sysco Corporation
-0.35%
-$39.62 
VO Vanguard Mid-Cap ETF
-0.35%
-$112 
UNP Union Pacific Corporation
-0.34%
-$38.22 
ROP Roper Technologies Inc.
-0.34%
-$42.64 
WELD Tema U.S. Manufacturing & Reshoring ETF
-0.34%
-$175 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.32%
-$1,595.7 
NB NioCorp Developments Ltd.
-0.31%
-$5 
PLD Prologis Inc.
-0.3%
-$22.04 
SLV iShares Silver Trust
-0.29%
-$4.5 
PBFS Pioneer Bancorp Inc.
-0.28%
-$84.5 
NVO Novo Nordisk A/S Sponsored ADR
-0.27%
-$13.76 
VST Vistra Corp
-0.25%
-$888.82 
ABT Abbott Laboratories
-0.21%
-$5.72 
XLV Health Care Select Sector SPDR Fund
-0.2%
-$118.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.2%
-$6,684.65 
GLD SPDR Gold Shares
-0.2%
-$255.64 
NDAQ Nasdaq, Inc.
-0.18%
-$51 
AES AES Corporation
-0.13%
-$10 
VCR Vanguard Consumer Discretionary ETF
-0.11%
-$34.4 
LNTH Lantheus Holdings, Inc.
-0.1%
-$91.2 
UBSI United Bankshares, Inc.
-0.09%
-$8 
CTAS Cintas Corporation
-0.08%
-$13.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.07%
-$15.6 
GEHC GE HealthCare Technologies Inc.
-0.06%
-$84.04 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.06%
-$52.08 
BMY Bristol-Myers Squibb Company
-0.03%
-$7.52 Events
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Dividends
Dividend Analysis
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No Data
| Trades 847 | Longs Won 517/847 61% | Profit Factor 3.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $118,332.3 |
| Average Win $35,270.69 | Best Trade (Oct 15) $1.43M | Sharpe Ratio -26.84 |
| Average Loss -$14,846.98 | Worst Trade (Oct 16) -$1.7M | Z-Score 0.55 (41.94%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy $15,744.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,618 | 5,056 | 4,494 | 3,933 | 3,371 | 2,809 | 2,247 | 1,685 | 1,124 | 562 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,383 | $1.72M | $2.89M | - | $1.17M | 68.12% | +0.855% |
| ABBV AbbVie Inc. | 2,579 | $478,713.98 | $734,460.51 | - | $255,746.53 | 53.42% | +0.489% |
| ABNB Airbnb, Inc. | 20 | $2,403.61 | $3,485.6 | - | $1,081.99 | 45.02% | 0.0 |
| ABT Abbott Laboratories | 26 | $3,448 | $2,715.96 | - | -$732.04 | -21.23% | -0.21% |
| ACN Accenture plc Class A | 34 | $8,461 | $7,728.71 | - | -$732.29 | -8.65% | +1.065% |
| ACNB ACNB Corp. | 1,060 | $46,470 | $67,363 | - | $20,893 | 44.96% | +0.586% |
| ADBE Adobe Inc. | 38 | $13,314.9 | $9,318.93 | - | -$3,995.97 | -30.01% | -2.557% |
| ADI Analog Devices, Inc. | 439 | $106,532.07 | $179,300.77 | - | $72,768.7 | 68.31% | +1.109% |
| ADP Automatic Data Processing Inc. | 14 | $4,088 | $4,012.75 | - | -$75.25 | -1.84% | +0.341% |
| ADSK Autodesk, Inc. | 89 | $28,518 | $21,381.36 | - | -$7,136.64 | -25.03% | -2.007% |
| AES AES Corporation | 500 | $6,580 | $7,475 | - | $895 | 13.6% | -0.134% |
| AFL Aflac Inc. | 1,288 | $146,220.63 | $153,053.04 | - | $6,832.41 | 4.67% | +0.661% |
| AIOT PowerFleet Inc. | 21,070 | $80,698.1 | $49,725.2 | - | -$30,972.9 | -38.38% | -5.221% |
| AJG Arthur J. Gallagher & Co. | 300 | $93,366 | $75,414 | - | -$17,952 | -19.23% | +0.512% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 150 | $72,453 | $43,593 | - | -$28,860 | -39.83% | -3.762% |
| ALNY Alnylam Pharmaceuticals Inc | 10 | $4,542 | $2,346.6 | - | -$2,195.4 | -48.34% | +0.269% |
| AMAT Applied Materials, Inc. | 739 | $151,302.86 | $308,211.03 | - | $156,908.17 | 103.7% | -3.01% |
| AMD Advanced Micro Devices, Inc. | 565 | $299,167.21 | $306,670.7 | - | $7,503.49 | 2.51% | -3.459% |
| AMGN Amgen Inc. | 800 | $228,896 | $348,224 | - | $119,328 | 52.13% | +0.288% |
| AMT American Tower Corporation | 16 | $2,964 | $2,946.08 | - | -$17.92 | -0.6% | +1.527% |
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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 - $891,029.92, Vertiv Holdings Co - $156,490.24, Caterpillar Inc - $141,433.43, and Pacer US Cash Cows 100 ETF - $115,894.54. 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 - $46,640.6, 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 $1.16M earned over time. The largest contributors to dividend income include Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $99,505.99, PGIM Ultra Short Bond ETF - $96,683.05, JBT Marel Corporation - $63,307.5, Kinder Morgan, Inc - $46,782.54, and Invesco S&P 500 Equal Weight ETF - $45,201.48. 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.
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