FFA
Fi3 FINANCIAL ADVISORS LLC Portfolio
Invests via Fi3 FINANCIAL ADVISORS LLC | Managed by Ivan D. Hoffman, Samuel D. Muse, Matthew J. Simpson
Invests via Fi3 FINANCIAL ADVISORS LLC
Managed by Ivan D. Hoffman, Samuel D. Muse, Matthew J. Simpson
Automatically Tracked
Company Profile
Fi3 Financial Advisors LLC operates as a specialized financial advisory firm, focusing on personalized wealth management and strategic investment guidance. With expertise in navigating complex capital markets, the firm supports a diverse client base through tailored financial solutions that address their unique needs. By combining industry knowledge with innovative approaches, they have established themselves as key players in the advisory landscape, helping clients achieve their financial goals efficiently. Their commitment to client service and deep market insights positions them advantageously for future growth opportunities within the evolving financial services sector.
Fi3 Financial Advisors LLC operates as a specialized financial advisory firm, focusing on personalized wealth management and strategic investment guidance. With expertise in navigating complex capital markets, the firm supports a diverse client base through tailored financial solutions that address their unique needs. By combining industry knowledge with innovative approaches, they have established themselves as key players in the advisory landscape, helping clients achieve their financial goals efficiently. Their commitment to client service and deep market insights positions them advantageously for future growth opportunities within the evolving financial services sector.
Investment Philosophy & Strategy
At the intersection of opportunity and strategic insight, Fi3 Financial Advisors LLC excels in delivering bespoke financial solutions. This firm prioritizes innovation while maintaining a client-centric approach to wealth management. By leveraging extensive market knowledge and adaptive strategies, they effectively respond to evolving client needs and capitalize on emerging trends. Their deep understanding of capital markets enhances decision-making processes, allowing for tailored investment guidance that aligns with unique financial aspirations. As they continue to forge strong relationships within diverse sectors, their entrepreneurial spirit fosters resilience against industry shifts.
At the intersection of opportunity and strategic insight, Fi3 Financial Advisors LLC excels in delivering bespoke financial solutions. This firm prioritizes innovation while maintaining a client-centric approach to wealth management. By leveraging extensive market knowledge and adaptive strategies, they effectively respond to evolving client needs and capitalize on emerging trends. Their deep understanding of capital markets enhances decision-making processes, allowing for tailored investment guidance that aligns with unique financial aspirations. As they continue to forge strong relationships within diverse sectors, their entrepreneurial spirit fosters resilience against industry shifts.
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:
102.05%
Gain -1.3%
Monthly
1.31%
Yearly
16.89%
Drawdown
25.84%
$1.08B
Equity
Holdings
$1.08B
Investment
$1.11B
$79.8M
Profit -$13.26M
Realized
$115.2M
Unrealized
-$35.4M
Dividends
$20.25M
Goals
Avg. 36% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.3%
Profit
-$13.26M
Win %
68%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$1.05M
Win %
68%
This Month
Compared to last month
Gain
0.6%
Profit
$6.47M
Win %
68%
This Year
Compared to last year
Gain
-5.61%
Profit
-$63.9M
Win %
69%
MDB MongoDB Inc.
+4.71%
+$29,977.99 
CHTR Charter Communications Inc
+4.64%
+$72,973.71 
MOH Molina Healthcare Inc.
+3.45%
+$16,910.8 
APP AppLovin Corporation Class A Common Stock
+3.25%
+$19,810 
AAPL Apple Inc.
+3.16%
+$10,877.27 
GDDY Godaddy Inc.
+2.81%
+$6,714.39 
TTWO Take-Two Interactive Software, Inc.
+2.77%
+$5,131.91 
ISRG Intuitive Surgical, Inc.
+2.36%
+$7,014.02 
PM Philip Morris International Inc.
+2.08%
+$147,435.39 
TPR Tapestry Inc.
+1.82%
+$1,765.58 
HPQ HP Inc.
+1.67%
+$740.34 
EXPE Expedia Group, Inc.
+1.61%
+$24,989.58 
UBER Uber Technologies, Inc.
+1.53%
+$949.37 
ABBV AbbVie Inc.
+1.37%
+$24,426 
NTRS Northern Trust Corporation
+1.26%
+$11,212.56 
RBRK Rubrik, Inc.
+1.24%
+$3,842.3 
MO Altria Group, Inc.
+1.19%
+$11,219.31 
FTNT Fortinet Inc.
+1.15%
+$10,369.8 
ACN Accenture plc Class A
+1.07%
+$6,382.53 
TXRH Texas Roadhouse Inc.
+1.03%
+$2,146.24 
PANW Palo Alto Networks, Inc.
+1.01%
+$23,334.2 
MET MetLife Inc.
+0.98%
+$4,392.62 
LMT Lockheed Martin Corporation
+0.94%
+$4,649.38 
NBIX Neurocrine Biosciences Inc.
+0.87%
+$12,136.34 
CI The Cigna Group
+0.83%
+$5,137.44 
MNST Monster Beverage Corporation
+0.82%
+$501.2 
DKNG DraftKings Inc.
+0.81%
+$394.84 
BWA BorgWarner Inc.
+0.81%
+$703.31 
QCOM QUALCOMM Incorporated
+0.8%
+$10,714.59 
XOM Exxon Mobil Corporation
+0.79%
+$1,995.63 
DIS The Walt Disney Company
+0.73%
+$9,626 
ADP Automatic Data Processing Inc.
+0.7%
+$2,377.08 
GOOGL Alphabet Inc
+0.67%
+$22,666.1 
GOOG Alphabet Inc
+0.64%
+$9,976.45 
AON Aon plc
+0.64%
+$3,164.85 
COP ConocoPhillips
+0.63%
+$446.34 
FDX FedEx Corporation
+0.62%
+$20,087.44 
VRSN Verisign Inc.
+0.6%
+$7,383.53 
UPS United Parcel Service, Inc.
+0.57%
+$1,181.61 
SYY Sysco Corporation
+0.56%
+$388.57 
GD General Dynamics Corporation
+0.52%
+$884,478.09 
AXS AXIS Capital Holdings Limited
+0.51%
+$478.74 
SCHW Charles Schwab Corporation
+0.47%
+$185 
CRWD CrowdStrike Holdings, Inc.
+0.46%
+$4,189.44 
PAYX Paychex Inc.
+0.38%
+$136.02 
DINO HF Sinclair Corporation
+0.38%
+$402.62 
BKNG Booking Holdings Inc.
+0.33%
+$2,177.4 
RBLX Roblox Corporation
+0.33%
+$104.98 
C Citigroup Inc.
+0.32%
+$3,503.72 
SPNT SiriusPoint Ltd.
+0.29%
+$191.73 
LKFN Lakeland Financial Corporation
+0.28%
+$376.87 
VZ Verizon Communications Inc.
+0.27%
+$245.56 
FITB Fifth Third Bancorp
+0.23%
+$229.37 
CFG Citizens Financial Group, Inc.
+0.22%
+$1,052.4 
USB U.S. Bancorp
+0.2%
+$258.37 
UNP Union Pacific Corporation
+0.16%
+$1,541 
CB Chubb Limited
+0.16%
+$2,755.08 
PG Procter & Gamble Co
+0.15%
+$579.64 
PEP PepsiCo, Inc.
+0.07%
+$222.9 
LLY Eli Lilly and Company
+0.07%
+$5,972 
TRV The Travelers Companies, Inc.
+0.06%
+$142.37 
DE Deere & Company
+0.06%
+$561.96 
NEE NextEra Energy, Inc.
+0.04%
+$125.97 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$16.31 
RTX RTX Corporation
+0.01%
+$54.05 G200
G2004J103
0%
$0 
FCX Freeport-McMoRan Inc.
-6.64%
-$19,668.22 
VRT Vertiv Holdings Co
-5.58%
-$8,112.51 
MLI Mueller Industries Inc.
-5.34%
-$19,427.6 
LITE Lumentum Holdings Inc.
-5.1%
-$32,654.09 
LRCX Lam Research Corporation
-5.1%
-$105,874.92 
INTC Intel Corporation
-4.92%
-$16,929 
DELL Dell Technologies Inc.
-3.94%
-$6,818.53 
WDC Western Digital Corporation
-3.91%
-$145,715 
MESO Mesoblast Limited Sponsored ADR
-3.9%
-$4,971.33 
GIS General Mills, Inc.
-3.52%
-$4,574.02 
KKR KKR & Co. Inc.
-3.41%
-$2,080.3 
SNDK SanDisk Corporation
-3.16%
-$75,807.7 
AMD Advanced Micro Devices, Inc.
-3.12%
-$15,923.84 
KLAC KLA Corporation
-3.01%
-$14,645.58 
TER Teradyne, Inc.
-2.95%
-$68,988.37 
WMB The Williams Companies, Inc.
-2.85%
-$3,406.88 
IBM International Business Machines Corporation
-2.85%
-$14,725.48 
GEV GE Vernova Inc.
-2.84%
-$318,934.08 
MHK Mohawk Industries, Inc.
-2.81%
-$61,180.78 
FTI TechnipFMC plc
-2.67%
-$5,998.82 
GLW Corning Incorporated
-2.64%
-$12,388.83 
CRS Carpenter Technology Corporation
-2.48%
-$100,362.99 
MRVL Marvell Technology, Inc.
-2.39%
-$9,601.48 
MAS Masco Corporation
-2.38%
-$2,790.33 
ADBE Adobe Inc.
-2.28%
-$12,607.7 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.25%
-$7,369.12 
NVDA NVIDIA Corporation
-2.24%
-$27,299.49 
AMGN Amgen Inc.
-2.2%
-$8,990.65 
AIT Applied Industrial Technologies Inc.
-2.15%
-$323,851.06 
TOL Toll Brothers Inc
-2.13%
-$13,464.99 
PLTR Palantir Technologies Inc.
-2.1%
-$15,978.73 
COF Capital One Financial Corporation
-2.02%
-$223,414.94 
NEM Newmont Corporation
-2%
-$5,051.64 
TTC The Toro Company
-2%
-$3,188.2 
HWM Howmet Aerospace Inc.
-1.95%
-$10,246.78 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$71,089.98 
GNSS Genasys Inc.
-1.94%
-$24.67 
MRK Merck & Co., Inc.
-1.94%
-$9,929.69 
STX Seagate Technology Holdings plc
-1.93%
-$9.16M 
INCY Incyte Corporation
-1.93%
-$6,432.12 
ABT Abbott Laboratories
-1.87%
-$3,339.15 
DHR Danaher Corporation
-1.85%
-$12,309.92 
NTNX Nutanix, Inc.
-1.81%
-$1,897.28 
ES Eversource Energy
-1.73%
-$1,993.48 
HD The Home Depot, Inc.
-1.71%
-$3,745.28 
FIX Comfort Systems USA, Inc.
-1.67%
-$85,227.78 
ANET Arista Networks, Inc.
-1.66%
-$12,147.16 
EMR Emerson Electric Co.
-1.63%
-$1,638.15 
SPGI S&P Global Inc.
-1.62%
-$21,501.57 
META Meta Platforms Inc Class A
-1.53%
-$421,410.45 
SYK Stryker Corporation
-1.52%
-$12,243.18 
MCO Moody's Corporation
-1.49%
-$15,257.42 
ABNB Airbnb, Inc.
-1.49%
-$5,430.6 
ETN Eaton Corporation plc
-1.46%
-$12,093.12 
VWO Vanguard FTSE Emerging Markets ETF
-1.45%
-$7,095.05 
JCI Johnson Controls International plc
-1.42%
-$10,073.7 
WWD Woodward Inc.
-1.41%
-$20,456.56 
APH Amphenol Corporation
-1.39%
-$3,785.57 
EIX Edison International
-1.38%
-$473.82 
IXUS iShares Core International Stock ETF
-1.34%
-$5,698.5 
CSCO Cisco Systems, Inc.
-1.34%
-$925.88 
DG Dollar General Corporation
-1.3%
-$11,218.5 
CBRE CBRE Group Inc.
-1.28%
-$2,602.53 
KEYS Keysight Technologies, Inc.
-1.27%
-$77,896.98 
XLK State Street Technology Select Sector SPDR ETF
-1.27%
-$2,160.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.27%
-$4,551 
PCG PG&E Corporation
-1.27%
-$2,266.2 
CAT Caterpillar Inc.
-1.25%
-$6,334.2 
LIN Linde plc
-1.25%
-$174,669.84 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.24%
-$8,590.93 
ILMN Illumina, Inc.
-1.22%
-$4,598.47 
TGT Target Corporation
-1.19%
-$3,668.94 
ROK Rockwell Automation, Inc.
-1.16%
-$20,756.49 
CW Curtiss-Wright Corporation
-1.15%
-$4,479.24 
TSLA Tesla, Inc.
-1.15%
-$5,531.94 
A Agilent Technologies Inc.
-1.13%
-$5,398.88 
TT Trane Technologies plc
-1.13%
-$10,642.95 
GS The Goldman Sachs Group, Inc.
-1.1%
-$29,402.82 
TXN Texas Instruments Inc
-1.06%
-$19,661.46 
VRTX Vertex Pharmaceuticals Incorporated
-1.05%
-$36,437.5 
DTE DTE Energy Company
-1.02%
-$19,497.53 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$4,232.49 
MS Morgan Stanley
-1.01%
-$2,088.44 
CMI Cummins Inc.
-1.01%
-$3,029.79 
VB Vanguard Small-Cap ETF
-1%
-$19,487.06 
MDY SPDR S&P MidCap 400 ETF Trust
-0.95%
-$161,546.7 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$53,154.99 
EME EMCOR Group, Inc.
-0.91%
-$145,739.88 
IWF iShares Russell 1000 Growth ETF
-0.91%
-$1,025.73 
UTHR United Therapeutics Corporation
-0.91%
-$10,359.63 
LRMR Larimar Therapeutics Inc.
-0.9%
-$102.03 
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$1,305.81 
ADI Analog Devices, Inc.
-0.9%
-$12,268.15 
IJR iShares Core S&P Small-Cap ETF
-0.89%
-$11,347.5 
SCHV Schwab U.S. Large-Cap Value ETF
-0.89%
-$9,478.37 
TXT Textron Inc.
-0.88%
-$1,101.8 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.86%
-$37,119.88 
AME Ametek Inc.
-0.86%
-$2,122.2 
EFA iShares MSCI EAFE ETF
-0.85%
-$9,223.76 
BLK BlackRock, Inc.
-0.84%
-$43,911 
DAL Delta Air Lines, Inc.
-0.82%
-$799.8 
VT Vanguard Total World Stock ETF
-0.81%
-$53,310.4 
VO Vanguard Mid-Cap ETF
-0.81%
-$442,693.74 
BMY Bristol-Myers Squibb Company
-0.79%
-$2,072.64 
PFE Pfizer Inc.
-0.77%
-$1,521.77 
VIK Viking Holdings Ltd
-0.76%
-$2,423.85 
AVGO Broadcom Inc.
-0.76%
-$30,755.14 
MEDP Medpace Holdings Inc.
-0.71%
-$3,389.85 
ODFL Old Dominion Freight Line, Inc.
-0.71%
-$69,602.37 
UAL United Airlines Holdings, Inc.
-0.67%
-$849.6 
IWB iShares Russell 1000 ETF
-0.67%
-$7,000 
RSP Invesco S&P 500 Equal Weight ETF
-0.67%
-$612.04 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$532.96 
USRT iShares Core U.S. REIT ETF
-0.66%
-$132,481 
ATO Atmos Energy Corporation
-0.65%
-$6,153.3 
BURL Burlington Stores Inc.
-0.64%
-$16,260.84 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$59,648.16 
DDOG Datadog, Inc. Class A Common Stock
-0.63%
-$2,107.13 
FMB First Trust Managed Municipal Fund
-0.63%
-$3,051.95 
VOO Vanguard S&P 500 ETF
-0.6%
-$52,442.04 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$16,502.86 
BA Boeing Company
-0.59%
-$372.1 
IVV iShares Core S&P 500 ETF
-0.58%
-$14,019.45 
WFC Wells Fargo & Company
-0.57%
-$1,550.91 
GILD Gilead Sciences Inc.
-0.54%
-$7,107.34 
ARMK Aramark
-0.53%
-$118.5 
GE General Electric Company
-0.5%
-$1,917.16 
AMZN Amazon.com Inc
-0.49%
-$5,521.73 
SCHP Schwab U.S. TIPS ETF
-0.48%
-$1,634.25 
NET Cloudflare Inc.
-0.47%
-$6,743.34 
AXP American Express Company
-0.46%
-$40,078.43 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$1,315.19 
PSX Phillips 66
-0.45%
-$3,809.04 
INTU Intuit Inc.
-0.45%
-$19,639.2 
MA Mastercard Incorporated
-0.45%
-$2,115.08 
JPM JPMorgan Chase & Co.
-0.42%
-$5,176.5 
RL Ralph Lauren Corporation
-0.42%
-$3,441.81 
CGNX Cognex Corporation
-0.4%
-$1,580.5 
CRM Salesforce Inc
-0.39%
-$692.16 
TMO Thermo Fisher Scientific Inc.
-0.35%
-$2,814 
VLO Valero Energy Corporation
-0.34%
-$5,467.94 
CVX Chevron Corporation
-0.31%
-$647.33 
HLT Hilton Worldwide Holdings Inc.
-0.31%
-$3,373.45 
CIEN Ciena Corporation
-0.31%
-$1,748.24 
JNJ Johnson & Johnson
-0.3%
-$6,000.8 
SCHD Schwab U.S. Dividend Equity ETF
-0.29%
-$475.7 
TMUS T-Mobile US, Inc.
-0.28%
-$1,777 
ZM Zoom Video Communications, Inc.
-0.28%
-$1,008.33 
BAC Bank of America Corporation
-0.26%
-$389.76 
MCD McDonald's Corporation
-0.2%
-$658.01 
COST Costco Wholesale Corporation
-0.18%
-$1,900.05 
NFLX Netflix, Inc.
-0.17%
-$148.37 
ROST Ross Stores, Inc.
-0.13%
-$132.82 
V Visa Inc. Class A
-0.13%
-$1,134.11 
CME CME Group Inc.
-0.11%
-$338.4 
ARW Arrow Electronics Inc.
-0.1%
-$825.66 
JPST JPMorgan Ultra-Short Income ETF
-0.08%
-$310.08 
CDNS Cadence Design Systems, Inc.
-0.07%
-$149.48 
MRSH Marsh & McLennan Companies, Inc.
-0.06%
-$67.3 
MSFT Microsoft Corp.
-0.05%
-$1,022.25 
SNOW Snowflake Inc.
-0.04%
-$5,345.65 
WMT Walmart Inc.
-0.04%
-$187.08 
NOW ServiceNow, Inc.
-0.03%
-$192.82 
TJX The TJX Companies, Inc.
-0.03%
-$23.36 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$563.18 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.01%
-$13.44 Events
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Dividends
Dividend Analysis
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| Trades 2071 | Longs Won 1356/2071 65% | Profit Factor 1.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $124,817.9 | Best Trade (Aug 15) $19.91M | Sharpe Ratio -9.45 |
| Average Loss -$125,102.36 | Worst Trade (Sep 03) -$99.15M | Z-Score 3.61 (99.97%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2d | Expectancy $38,534.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.54% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 3,292 | $401,856.01 | $471,118.12 | - | $69,262.11 | 17.24% | -1.133% |
| AAPL Apple Inc. | 1,091 | $276,884.89 | $354,913.21 | - | $78,028.32 | 28.18% | +3.162% |
| ABBV AbbVie Inc. | 7,080 | $1.62M | $1.8M | - | $184,734.61 | 11.43% | +1.375% |
| ABNB Airbnb, Inc. | 2,155 | $274,040.28 | $360,122.05 | - | $86,081.77 | 31.41% | -1.486% |
| ABT Abbott Laboratories | 1,695 | $188,116.25 | $175,025.7 | - | -$13,090.55 | -6.96% | -1.872% |
| ACN Accenture plc Class A | 3,377 | $707,191.64 | $600,059.13 | - | -$107,132.51 | -15.15% | +1.075% |
| ADBE Adobe Inc. | 2,170 | $588,192.88 | $540,438.5 | - | -$47,754.38 | -8.12% | -2.28% |
| ADI Analog Devices, Inc. | 3,746 | $1.33M | $1.36M | - | $23,452.22 | 1.76% | -0.897% |
| ADP Automatic Data Processing Inc. | 1,278 | $286,208.1 | $341,328.24 | - | $55,120.14 | 19.26% | +0.701% |
| AIT Applied Industrial Technologies Inc. | 46,397 | $15.69M | $14.75M | - | -$940,930.7 | -6% | -2.149% |
| AMD Advanced Micro Devices, Inc. | 979 | $200,864.04 | $494,228.17 | - | $293,364.13 | 146.05% | -3.121% |
| AME Ametek Inc. | 1,048 | $198,994.25 | $245,488.76 | - | $46,494.51 | 23.36% | -0.857% |
| AMGN Amgen Inc. | 1,043 | $377,691.16 | $399,103.95 | - | $21,412.79 | 5.67% | -2.203% |
| AMZN Amazon.com Inc | 4,471 | $931,175.17 | $1.12M | - | $191,783.5 | 20.6% | -0.489% |
| ANET Arista Networks, Inc. | 3,796 | $355,062.38 | $720,196.14 | - | $365,133.76 | 102.84% | -1.659% |
| AON Aon plc | 1,623 | $531,347.43 | $497,676.72 | - | -$33,670.71 | -6.34% | +0.64% |
| APH Amphenol Corporation | 3,356 | $106,009.33 | $269,191.47 | - | $163,182.14 | 153.93% | -1.387% |
| APP AppLovin Corporation Class A Common Stock | 2,000 | $1.03M | $629,930 | - | -$400,529.96 | -38.87% | +3.247% |
| ARMK Aramark | 395 | $22,475.5 | $22,360.95 | - | -$114.55 | -0.51% | -0.527% |
| ARW Arrow Electronics Inc. | 3,753 | $800,927.73 | $805,056.03 | - | $4,128.3 | 0.52% | -0.102% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Fi3 FINANCIAL ADVISORS LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $26.3M, VANGUARD FTSE DEVELOPED MARKETS ETF - $21.07M, iShares Core S&P Small-Cap ETF - $15.8M, SPDR S&P 500 ETF Trust - $10.1M, and Eli Lilly and Company - $9.17M. 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: Larimar Therapeutics Inc - $820,841.1, Inotiv Inc - $770,124.02, Atlassian Corporation Class A - $314,625.39, UnitedHealth Group Incorporated - $284,004.87, and iShares MSCI Emerging Markets ETF - $200,365.59. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Fi3 FINANCIAL ADVISORS LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.25M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $4.78M, iShares Core S&P 500 ETF - $2.29M, iShares Core S&P Small-Cap ETF - $2.12M, Hillenbrand Inc - $1.07M, and SPDR S&P 500 ETF Trust - $1.07M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Fi3 FINANCIAL ADVISORS LLC's monthly returns?
Fi3 FINANCIAL ADVISORS LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Fi3 FINANCIAL ADVISORS LLC's strategy be considered aggressive or moderate?
Fi3 FINANCIAL ADVISORS LLC's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Fi3 FINANCIAL ADVISORS LLC's strategy?
Fi3 FINANCIAL ADVISORS LLC's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
