Daniel Guy Portfolio
Invests via Ethos Financial Group LLC | Managed by Daniel Guy, James Judge
Invests via Ethos Financial Group LLC
Managed by Daniel Guy, James Judge
Automatically Tracked
Daniel Guy Profile
With a dynamic background in entrepreneurial leadership, Daniel Guy has established himself as a significant player in the technology sector. Known for spearheading innovative software solutions that enhance operational efficiency, he drives initiatives that reshape business practices and foster growth. His extensive experience encompasses founding multiple startups focused on addressing unique market needs through disruptive technologies. These ventures not only demonstrate his keen understanding of market dynamics but also highlight his capacity to adapt strategies in rapidly evolving environments. Recognized for cultivating partnerships that leverage synergistic strengths, his contributions are shaping industry standards and accelerating digital transformation.
With a dynamic background in entrepreneurial leadership, Daniel Guy has established himself as a significant player in the technology sector. Known for spearheading innovative software solutions that enhance operational efficiency, he drives initiatives that reshape business practices and foster growth. His extensive experience encompasses founding multiple startups focused on addressing unique market needs through disruptive technologies. These ventures not only demonstrate his keen understanding of market dynamics but also highlight his capacity to adapt strategies in rapidly evolving environments. Recognized for cultivating partnerships that leverage synergistic strengths, his contributions are shaping industry standards and accelerating digital transformation.
Investment Philosophy & Strategy
Growth potential in technology sectors captivates the strategic focus of Daniel Guy, who thrives on leveraging innovation to maximize market impact. With a proven track record in nurturing startups, he emphasizes scalable solutions that directly address evolving consumer demands. This approach allows for rapid iteration and adaptation within dynamic environments. By fostering collaborative ecosystems and forming alliances with key stakeholders, opportunities are created that redefine industry benchmarks. His insight into transformative technologies ensures alignment with emergent trends while prioritizing user-centric applications.
Growth potential in technology sectors captivates the strategic focus of Daniel Guy, who thrives on leveraging innovation to maximize market impact. With a proven track record in nurturing startups, he emphasizes scalable solutions that directly address evolving consumer demands. This approach allows for rapid iteration and adaptation within dynamic environments. By fostering collaborative ecosystems and forming alliances with key stakeholders, opportunities are created that redefine industry benchmarks. His insight into transformative technologies ensures alignment with emergent trends while prioritizing user-centric applications.
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:
82.58%
Gain -0.13%
Monthly
1.47%
Yearly
19.17%
Drawdown
22.51%
$1.5B
Equity
Holdings
$1.5B
Investment
$1.2B
$362.56M
Profit -$990,154.68
Realized
$59.91M
Unrealized
$302.65M
Dividends
$58.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.13%
Profit
-$990,154.68
Win %
66%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$12.33M
Win %
66%
This Month
Compared to last month
Gain
-0.48%
Profit
-$7.32M
Win %
66%
This Year
Compared to last year
Gain
10.62%
Profit
$144.54M
Win %
66%
CTA Simplify Managed Futures Strategy ETF
+4.33%
+$16,270.77 
AAPL Apple Inc.
+3.56%
+$966,049.52 
NEXCF Nextech3D.ai Corp.
+3.17%
+$50 
PINS Pinterest, Inc. Class A
+2.73%
+$5,826.5 
DBC Invesco DB Commodity Index Tracking Fund
+2.31%
+$10,307.12 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+2.3%
+$14,981.85 
NEU NewMarket Corporation
+2.19%
+$20,296.6 
PM Philip Morris International Inc.
+2.17%
+$7,396.8 
IDCC InterDigital, Inc.
+2.09%
+$7,100 
UBER Uber Technologies, Inc.
+2.05%
+$4,926.04 
DBMF iMGP DBi Managed Futures Strategy ETF
+1.88%
+$88,075.79 
DJP iPath Bloomberg Commodity Index Total Return ETN
+1.82%
+$60,566.4 
VIA Via Transportation, Inc.
+1.7%
+$10,580.68 
ABBV AbbVie Inc.
+1.63%
+$45,239.4 
T AT&T Inc.
+1.61%
+$39,775.46 
DIS The Walt Disney Company
+1.6%
+$4,767.85 
MELI MercadoLibre, Inc.
+1.59%
+$54,256.74 
GLNG Golar LNG Ltd.
+1.44%
+$2,977.5 
HE Hawaiian Electric Industries Inc.
+1.4%
+$10,879.5 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+1.31%
+$4,248.16 
ERY Direxion Daily Energy Bear 2X Shares
+1.28%
+$1,375 
HSY The Hershey Company
+1.23%
+$4,245.32 
ACN Accenture plc Class A
+1.22%
+$2,739.2 
GSL Global Ship Lease Inc.
+1.21%
+$8,069.81 
BFST Business First Bancshares, Inc.
+1.09%
+$9,394.54 
HGER Harbor Commodity All-Weather Fund
+1.08%
+$114,493.86 
LMT Lockheed Martin Corporation
+1.07%
+$3,860.93 
GECC Great Elm Capital Corp.
+1.01%
+$1,578.54 
WDH Waterdrop Inc.
+0.98%
+$384.01 
PNC The PNC Financial Services Group, Inc.
+0.94%
+$3,194.1 
NRXP NRx Pharmaceuticals, Inc.
+0.89%
+$477 
BG Bunge Global S.A.
+0.87%
+$3,986.82 
MSI Motorola Solutions, Inc.
+0.86%
+$2,441.55 
FDX FedEx Corporation
+0.85%
+$2,398.56 
ADP Automatic Data Processing Inc.
+0.8%
+$6,505.13 
SCHW Charles Schwab Corporation
+0.75%
+$7,641.54 
LNG Cheniere Energy Inc.
+0.72%
+$1,686.96 
EXR Extra Space Storage Inc.
+0.62%
+$1,911.32 
XOM Exxon Mobil Corporation
+0.61%
+$52,541.21 
GOOG Alphabet Inc
+0.61%
+$112,594.17 
GOOGL Alphabet Inc
+0.6%
+$50,924.63 
HBAN Huntington Bancshares Incorporated
+0.6%
+$7,398.4 
XLC Communication Services Select Sector SPDR Fund
+0.6%
+$2,294.16 
C Citigroup Inc.
+0.53%
+$4,566.88 
GD General Dynamics Corporation
+0.46%
+$1,300.87 
T-PA AT&T Inc.
+0.46%
+$860 
VZ Verizon Communications Inc.
+0.44%
+$1,864.72 
GDMA Gadsden Dynamic Multi-Asset Portfolio
+0.42%
+$3,917.52 
ADM Archer-Daniels-Midland Co
+0.42%
+$2,291.4 
MRGR ProShares Merger ETF
+0.37%
+$1,373.26 
COP ConocoPhillips
+0.37%
+$1,097.01 
KO The Coca-Cola Company
+0.32%
+$3,610.88 
EOG EOG Resources, Inc.
+0.32%
+$1,943.7 
CB Chubb Limited
+0.31%
+$1,614.08 
RIVN Rivian Automotive, Inc.
+0.28%
+$1,125 
RTX RTX Corporation
+0.28%
+$2,317.15 
QCOM QUALCOMM Incorporated
+0.27%
+$2,088.96 
ET Energy Transfer L.P.
+0.25%
+$1,226.39 
PG Procter & Gamble Co
+0.25%
+$2,120.06 
TRGP Targa Resources Corp.
+0.24%
+$601.3 
TJX The TJX Companies, Inc.
+0.24%
+$1,269.3 
FCT First Trust Senior Floating Rate Income Fund II
+0.21%
+$428.98 
SBRA Sabra Health Care REIT, Inc.
+0.19%
+$2,474.84 
MSFT Microsoft Corp.
+0.16%
+$18,837.55 
FE FirstEnergy Corp.
+0.15%
+$1,134 
LEAD Siren DIVCON Leaders Dividend ETF
+0.13%
+$1,147.01 
DE Deere & Company
+0.13%
+$434.13 
STRC Strategy Inc
+0.12%
+$903.6 
HIDE Alpha Architect High Inflation & Deflation ETF
+0.12%
+$4,425 
IQV IQVIA Holdings Inc.
+0.12%
+$364.03 
BNY BlackRock New York Municipal Income Trust
+0.1%
+$624.75 
ARCC Ares Capital Corporation
+0.1%
+$382.14 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$4,148.8 
XLP Consumer Staples Select Sector SPDR Fund
+0.08%
+$2,134.96 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$836.88 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$368.49 
KRBN KraneShares Global Carbon Strategy ETF
+0.06%
+$153.92 
NOW ServiceNow, Inc.
+0.05%
+$169.75 
TSYY GraniteShares YieldBoost Tesla ETF
+0.05%
+$225.47 
CAOS Alpha Architect Tail Risk ETF
+0.03%
+$118.08 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$617.93 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,886.34 
NVS Novartis AG Sponsored ADR
+0.01%
+$29.86 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
BBDC Barings BDC Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BRW Saba Capital Income & Opportunities Fund
0%
$0 
CMCSA Comcast Corp
0%
$0 
CVX Chevron Corporation
0%
$0 
ENIC Enel Chile S.A.
0%
$0 
ETR Entergy Corporation
0%
$0 
GBTC Grayscale Bitcoin Trust ETF
0%
$0 
GBDC Golub Capital BDC, Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HIVE HIVE Digital Technologies Ltd.
0%
$0 
HUT Hut 8 Corp.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KAYS Kaya Holdings Inc.
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
LPRO Open Lending Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LTNC Labor Smart Inc.
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRCC Monroe Capital Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
ORGO Organogenesis Holdings Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PFLT PennantPark Floating Rate Capital Ltd.
0%
$0 
PNNT PennantPark Investment Corporation
0%
$0 
PPL PPL Corporation
0%
$0 
PSEC Prospect Capital Corporation
0%
$0 
PWR Quanta Services Inc.
0%
$0 
SOJD Southern Company 4.95% Preferred Stock
0%
$0 
SOUN SoundHound AI Inc.
0%
$0 
SUN Sunoco L.P.
0%
$0 
SURG SurgePays Inc.
0%
$0 
TAUG Tauriga Sciences, Inc.
0%
$0 
TPL Texas Pacific Land Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UNP Union Pacific Corporation
0%
$0 
V Visa Inc. Class A
0%
$0 
ZNOG Zion Oil & Gas Inc.
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
BBLU EA Bridgeway Blue Chip ETF
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
BUXX Strive Enhanced Income Short Duration Fund
0%
$0 
CBLS Clough Hedged Equity ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DXJ WisdomTree Japan Hedged Equity Fund
0%
$0 
EUFN iShares MSCI Europe Financials ETF
0%
$0 
FAS Direxion Daily Financial Bull 3x Shares
0%
$0 
EWY iShares MSCI South Korea ETF
0%
$0 
FEZ SPDR Euro Stoxx 50 ETF
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
HIPS GraniteShares HIPS US High Income ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
JBBB Janus Henderson B-BBB CLO ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
LVHI Franklin International Low Volatility High Dividend ETF
0%
$0 
MBOX Freedom Day Dividend ETF
0%
$0 
MLPA Global X MLP ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
OILK ProShares K-1 Free Crude Oil Strategy ETF
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
PTMN Portman Ridge Finance Corporation
0%
$0 
QMOM Alpha U.S. Quantitative Momentum ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SIVR abrdn Physical Silver Shares ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VONE Vanguard Russell 1000 ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
WTMF WisdomTree Managed Futures Strategy Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
ZECP Zacks Earnings Consistent Portfolio
0%
$0 
LLDYX Lord Abbett Short Duration Income Fund Class I
0%
$0 
WHOSX Wasatch-Hoisington U.S. Treasury Fund
0%
$0 
VFIAX Vanguard 500 Index Fund Admiral Shares
0%
$0 
HSGFX Strategic Market Cycle Fund
0%
$0 
RFXIX Rational Special Situations Income Fund Institutional Shares
0%
$0 
FPACX FPA Crescent Fund Institutional Shares
0%
$0 
GSIMX Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares
0%
$0 
SWHRX Schwab Target 2025 Fund
0%
$0 
SHRIX Stone Ridge High Yield Reinsurance Risk Premium Fund Class I
0%
$0 
GQGIX GQG Partners Emerging Markets Equity Fund Institutional Shares
0%
$0 
SWIRX Schwab Target 2035 Fund
0%
$0 
SLMCX Columbia Seligman Technology and Information Fund Class A
0%
$0 
VCRB Vanguard Core Bond ETF
0%
$0 
GEV GE Vernova Inc.
0%
$0 
TRSTX T. Rowe Price Ultra Short-Term Bond Fund - I Class
0%
$0 
BDMIX BlackRock Global Equity Market Neutral Fund
0%
$0 
FFRHX Fidelity Floating Rate High Income
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
OXSQ Oxford Square Capital Corp.
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
JFR Nuveen Floating Rate Income Fund
0%
$0 
BRR Columbus Circle Capital Corp I
0%
$0 FAX
FAX
0%
$0 BKT
BKT
0%
$0 
EFT Eaton Vance Floating-Rate Income Trust
0%
$0 
PSB-PX PS Business Parks, Inc.
0%
$0 
FCO abrdn Global Income Fund, Inc.
0%
$0 
BLW BlackRock Limited Duration Income Trust
0%
$0 
NQP Nuveen Pennsylvania Quality Municipal Income Fund
0%
$0 
TFC-PR Truist Financial Corporation
0%
$0 KHPI
KHPI
0%
$0 1281
12811A309
0%
$0 1281
12811C305
0%
$0 Q567
Q5674R106
0%
$0 
HHDS Highlands REIT, Inc.
-81.79%
-$1,714.65 
DEFT Defi Technologies Inc.
-8.56%
-$13,749.84 
COPX Global X Copper Miners ETF
-7.03%
-$65,887.8 
PCT PureCycle Technologies, Inc.
-7.02%
-$313,241.72 
BKR Baker Hughes Company
-6.66%
-$26,368.56 
FCX Freeport-McMoRan Inc.
-6.56%
-$18,975 
TE T1 Energy Inc.
-6.42%
-$44,999.32 
CMPS Compass Pathways plc Depositary Receipt
-6.13%
-$12,584.76 
LIXT Lixte Biotechnology Holdings Inc.
-6%
-$11,411.68 
VRT Vertiv Holdings Co
-5.61%
-$25,901 
INTC Intel Corporation
-5.57%
-$129,446.72 
CTMX CytomX Therapeutics Inc.
-5.37%
-$4,502.43 
DELL Dell Technologies Inc.
-5.34%
-$99,280.75 
SLV iShares Silver Trust
-5.32%
-$63,485.65 
REMX VanEck Rare Earth and Strategic Metals ETF
-5.27%
-$12,562.5 
LABU Direxion Daily S&P Biotech Bull 3X Shares
-5.25%
-$57,354.71 
ORCL Oracle Corporation
-5.23%
-$51,250.68 
AREC American Resources Corporation
-5.2%
-$3,175.68 
MU Micron Technology, Inc.
-4.9%
-$112,756.04 
PICK iShares MSCI Global Metals & Mining Producers ETF
-4.64%
-$13,367.2 
WDC Western Digital Corporation
-4.43%
-$64,306.2 
LH Labcorp Holdings Inc.
-4.35%
-$14,490.48 
URA Global X Uranium ETF
-4.02%
-$170,166.49 
TER Teradyne, Inc.
-3.52%
-$31,158 
EQR Equity Residential
-3.5%
-$11,550 
AMD Advanced Micro Devices, Inc.
-3.32%
-$121,568.91 
NRG NRG Energy, Inc.
-3.21%
-$11,074.1 
AMAT Applied Materials, Inc.
-3.17%
-$27,083 
VICR Vicor Corporation
-3.17%
-$18,362.1 
KLAC KLA Corporation
-3.13%
-$40,453.8 
RING iShares MSCI Global Gold Miners ETF
-3.1%
-$14,400.94 
WMB The Williams Companies, Inc.
-3.09%
-$6,658.4 
ALB Albemarle Corporation
-2.98%
-$17,741.25 
CCAP Crescent Capital BDC, Inc.
-2.93%
-$5,609.4 
NWBO Northwest Biotherapeutics Inc.
-2.88%
-$191.44 
HAL Halliburton Company
-2.87%
-$27,052.06 
UTSL Direxion Daily Utilities Bull 3X Shares
-2.84%
-$45,913.7 
FTAI FTAI Aviation Ltd.
-2.79%
-$11,088.84 
PLUG Plug Power Inc.
-2.77%
-$2,556.42 
ALC Alcon Inc.
-2.75%
-$6,000.96 
CEG Constellation Energy Corporation
-2.7%
-$10,942.36 
STX Seagate Technology Holdings plc
-2.66%
-$15,309.91 
REM iShares Mortgage Real Estate ETF
-2.66%
-$6,426.75 
SUIG Mill City Ventures III, Ltd.
-2.52%
-$464.36 
IBM International Business Machines Corporation
-2.46%
-$16,222.95 
IIPR Innovative Industrial Properties Inc.
-2.42%
-$13,463.28 
FRDM Freedom 100 Emerging Markets ETF
-2.41%
-$140,029.66 
ADBE Adobe Inc.
-2.37%
-$9,310.32 
PIM Putnam Master Intermediate Income Trust
-2.37%
-$3,499.43 
NVDA NVIDIA Corporation
-2.36%
-$321,380.41 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.35%
-$245,981.19 
PSTL Postal Realty Trust, Inc.
-2.31%
-$17,178.4 
IYM iShares U.S. Basic Materials ETF
-2.28%
-$8,841.86 
AMGN Amgen Inc.
-2.25%
-$27,016 
PLTR Palantir Technologies Inc.
-2.17%
-$19,777.63 
EEM iShares MSCI Emerging Markets ETF
-2.15%
-$88,971.75 
QLD ProShares Ultra QQQ
-2.14%
-$10,564.4 
ESGE iShares ESG Aware MSCI EM ETF
-2.02%
-$5,117.28 
NEM Newmont Corporation
-2%
-$5,634.72 
FTWO Strive Natural Resources and Energy Fund
-1.99%
-$61,115.61 
MTUM iShares MSCI USA Momentum Factor ETF
-1.98%
-$23,643.45 
XMMO Invesco S&P MidCap Momentum ETF
-1.96%
-$34,337.97 
VICI Vici Properties Inc.
-1.92%
-$9,185.42 
SPMO Invesco S&P 500 Momentum ETF
-1.91%
-$247,259.11 
SPGI S&P Global Inc.
-1.88%
-$6,342.8 
SLB Schlumberger Limited
-1.84%
-$6,292.65 
QUAYX AB Small Cap Growth Portfolio Advisor Class
-1.83%
-$18,909.63 
CSCO Cisco Systems, Inc.
-1.82%
-$32,932.51 
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF
-1.82%
-$8,294.33 
SCM Stellus Capital Investment Corporation
-1.8%
-$29,668.5 
COF Capital One Financial Corporation
-1.79%
-$7,121.53 
PPT Putnam Premier Income Trust
-1.77%
-$1,591.56 
ABT Abbott Laboratories
-1.77%
-$5,687.88 
OUNZ VanEck Merk Gold Trust
-1.75%
-$3,532.76 
VKTX Viking Therapeutics Inc.
-1.74%
-$7,986.84 
GLD SPDR Gold Shares
-1.73%
-$187,428.77 
IAU iShares Gold Trust
-1.72%
-$6,867.07 
SGOL abrdn Physical Gold Shares ETF
-1.72%
-$737,565.12 
RXRX Recursion Pharmaceuticals, Inc.
-1.71%
-$1,291.73 
PWB Invesco Large Cap Growth ETF
-1.71%
-$150,859.88 
CADE Cadence Bank
-1.66%
-$3,825.48 
FPX First Trust US Equity Opportunities ETF
-1.64%
-$136,955 
CNP CenterPoint Energy Inc.
-1.62%
-$4,582.73 
KEYS Keysight Technologies, Inc.
-1.6%
-$6,672.7 
ROBO ROBO Global Robotics & Automation Index ETF
-1.55%
-$5,243.01 
VWO Vanguard FTSE Emerging Markets ETF
-1.54%
-$125,528.54 
HD The Home Depot, Inc.
-1.53%
-$23,614.36 
ETN Eaton Corporation plc
-1.5%
-$12,386.4 
PDO PIMCO Dynamic Income Opportunities Fund
-1.5%
-$1,900 
ADC Agree Realty Corporation
-1.49%
-$9,212.4 
QTUM Defiance Quantum ETF
-1.49%
-$226,289.8 
MPWR Monolithic Power Systems, Inc.
-1.47%
-$6,237.51 
MPA BlackRock MuniYield Pennsylvania Quality Fund
-1.46%
-$3,875 
RIET Hoya Capital High Dividend Yield ETF
-1.46%
-$7,553.93 
MMT MFS Multimarket Income Trust
-1.46%
-$1,545.18 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.45%
-$12,525.27 
VPV Invesco Pennsylvania Value Municipal Income Trust
-1.44%
-$2,064 
META Meta Platforms Inc Class A
-1.43%
-$70,955.34 
SCHE Schwab Emerging Markets Equity ETF
-1.42%
-$68,285.73 
XLK State Street Technology Select Sector SPDR ETF
-1.39%
-$13,438.89 
INQQ INQQ The India Internet ETF
-1.38%
-$5,900.83 
IBIT iShares Bitcoin Trust
-1.38%
-$19,856.72 
IWO iShares Russell 2000 Growth ETF
-1.36%
-$6,473.62 
FAD First Trust Multi Cap Growth Fund
-1.34%
-$3,277.43 
HON Honeywell International Inc.
-1.34%
-$3,643.75 
IXUS iShares Core International Stock ETF
-1.32%
-$72,762.45 
SCYVX AB Small Cap Value Portfolio Advisor Class
-1.31%
-$13,554.59 
EMR Emerson Electric Co.
-1.3%
-$3,453.52 
CAT Caterpillar Inc.
-1.29%
-$34,763.52 
SAR Saratoga Investment Corp.
-1.27%
-$11,626.12 
DTE DTE Energy Company
-1.26%
-$6,308.96 
VRTX Vertex Pharmaceuticals Incorporated
-1.26%
-$3,325.92 
MIN MFS Intermediate Income Trust
-1.25%
-$1,352.49 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$11,972.7 
MS Morgan Stanley
-1.23%
-$8,601.12 
BCSF Bain Capital Specialty Finance Inc.
-1.21%
-$5,159 
MCK McKesson Corporation
-1.21%
-$3,482.43 
UNH UnitedHealth Group Incorporated
-1.19%
-$8,878.17 
TLT iShares 20+ Year Treasury Bond ETF
-1.16%
-$105,734.05 
TPVG TriplePoint Venture Growth BDC Corp.
-1.16%
-$2,613.6 
TSLA Tesla, Inc.
-1.15%
-$60,644.72 
ACRNX Columbia Acorn Fund Institutional Class
-1.14%
-$3,426.72 
PCG PG&E Corporation
-1.14%
-$4,509.27 
MET-PF MetLife, Inc.
-1.14%
-$2,500 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-1.13%
-$10,777.73 
PRIVX The Private Shares Fund Class A
-1.12%
-$10,447.13 
EVV Eaton Vance Limited Duration Income Fund
-1.11%
-$17,244.1 
ROK Rockwell Automation, Inc.
-1.1%
-$4,352.39 
FPF First Trust Intermediate Duration Preferred & Income Fund
-1.1%
-$6,738.16 
LIN Linde plc
-1.08%
-$3,762.44 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$80,780.15 
ADI Analog Devices, Inc.
-1.05%
-$6,047.06 
ATH-PB Athene Holding Ltd.
-1.04%
-$2,850 
MOO VanEck Agribusiness ETF
-1.04%
-$9,160.97 
GCEYX AB Global Core Equity Portfolio Advisor Class
-1.02%
-$11,670.6 
FNDF Schwab Fundamental International Large Company Index ETF
-1.02%
-$22,562.31 
LOW Lowe's Companies Inc.
-1.01%
-$7,943.52 
OANMX Oakmark Fund Institutional Class
-1.01%
-$3,325.02 
VONG Vanguard Russell 1000 Growth Fund
-1.01%
-$31,821.12 
IWM iShares Russell 2000 ETF
-1%
-$21,301.27 
IYW iShares U.S. Technology ETF
-0.98%
-$64,713.12 
SECT Main Sector Rotation ETF
-0.98%
-$4,240.6 
AVGO Broadcom Inc.
-0.97%
-$34,694.15 
IWF iShares Russell 1000 Growth ETF
-0.97%
-$111,441.12 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.96%
-$8,993.88 
AEP American Electric Power Company, Inc.
-0.96%
-$17,139.6 
SCHV Schwab U.S. Large-Cap Value ETF
-0.96%
-$228,778.44 
XLU Utilities Select Sector SPDR Fund
-0.95%
-$163,070.94 
QUIZ Zacks Quality International Fund
-0.95%
-$2,384.76 
MMM 3M Company
-0.94%
-$2,917.1 
BIDD iShares International Dividend Active ETF
-0.93%
-$6,705.77 
VO Vanguard Mid-Cap ETF
-0.91%
-$105,302 
HAUS Residential REIT ETF
-0.91%
-$4,258.26 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$7,123.5 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.9%
-$18,920.49 
IYR iShares U.S. Real Estate ETF
-0.9%
-$8,350.16 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.88%
-$2,345.76 
OAYLX Oakmark Select Fund Advisor Class
-0.88%
-$2,673.36 
GS The Goldman Sachs Group, Inc.
-0.88%
-$8,407.2 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
-0.88%
-$3,664.24 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.88%
-$8,303.36 
BLK BlackRock, Inc.
-0.87%
-$4,394.32 
RDVY First Trust Rising Dividend Achievers ETF
-0.87%
-$49,946.4 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.86%
-$6,603.39 
VT Vanguard Total World Stock ETF
-0.86%
-$330,486.54 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$21,510.24 
PSN Parsons Corporation
-0.85%
-$1,888.89 
WHF WhiteHorse Finance, Inc.
-0.85%
-$14,636.4 
DUK Duke Energy Corporation
-0.85%
-$14,897.35 
AWPYX AB Sustainable International Thematic Fund Advisor Class
-0.85%
-$6,229.4 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.85%
-$134,738.84 
PSX Phillips 66
-0.84%
-$6,753.96 
EFA iShares MSCI EAFE ETF
-0.83%
-$164,999.77 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.81%
-$90,246.68 
IJS iShares S&P Small-Cap 600 Value ETF
-0.81%
-$41,496.08 
LHX L3Harris Technologies, Inc.
-0.81%
-$1,325.12 
FSK FS KKR Capital Corp.
-0.79%
-$22,639.26 
LAMR Lamar Advertising Company
-0.78%
-$10,347.65 
WM Waste Management, Inc.
-0.77%
-$3,406.8 
FID First Trust S&P International Dividend ETF
-0.75%
-$14,225.98 
MAR Marriott International Inc. - Class A
-0.74%
-$5,218.5 
GSBD Goldman Sachs BDC Inc.
-0.73%
-$8,035.58 
ICOW Pacer Developed Markets International ETF
-0.73%
-$2,306.88 
VTV Vanguard Value ETF
-0.72%
-$12,953.52 
FWMIX American Funds Washington Mutual Investors Fund Class F-3
-0.72%
-$2,049.67 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.71%
-$2,096.64 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$5,747.7 
ED Consolidated Edison, Inc.
-0.7%
-$12,945.75 
BXSL Blackstone Secured Lending Fund
-0.7%
-$19,015.01 
BRTR iShares Total Return Act ETF
-0.69%
-$29,629.11 
MOAT VanEck Morningstar Wide Moat Fund
-0.69%
-$152,947.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$118,111.08 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$2,828.05 
OBDC Blue Owl Capital Corporation
-0.67%
-$4,070.93 
MCR MFS Charter Income Trust
-0.67%
-$869.16 
RSPG Invesco S&P 500 Equal Weight Energy ETF
-0.66%
-$14,798.62 
MTBA Simplify MBS ETF
-0.66%
-$67,804.48 
PFF iShares Preferred and Income Securities ETF
-0.66%
-$6,471.4 
IWB iShares Russell 1000 ETF
-0.66%
-$82,469.75 
SO The Southern Company
-0.66%
-$12,189.86 
POR Portland General Electric Company
-0.66%
-$8,808.32 
JLVIX John Hancock Fundamental Large Cap Core Fund Class I
-0.66%
-$7,022.68 
VGHAX Vanguard Health Care Fund Admiral Shares
-0.65%
-$1,735.65 
AGG iShares Core U.S. Aggregate Bond ETF
-0.63%
-$6,023.14 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$7,929.2 
BML-PJ Bank of America Corporation
-0.61%
-$4,886.88 
AFSM First Trust Active Factor Small Cap ETF
-0.61%
-$11,086.61 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$223,561.78 
AAEQ Alpha Architect US Equity 2 ETF
-0.6%
-$32,698.1 
VOO Vanguard S&P 500 ETF
-0.6%
-$255,025.98 
SCHB Schwab U.S. Broad Market ETF
-0.59%
-$354,608.28 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$117,232.39 
SWTSX Schwab Total Stock Market Index Fund
-0.59%
-$2,257.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$73,474.43 
IYH iShares U.S. Healthcare ETF
-0.59%
-$18,984.59 
STXF Strive 500 ETF
-0.59%
-$66,953.75 
EUAD STOXX Europe Aerospace & Defense ETF
-0.59%
-$30,677.5 
MS-PA Morgan Stanley
-0.59%
-$3,061.96 
GS-PD The Goldman Sachs Group, Inc.
-0.59%
-$3,442.34 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$4,090 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.58%
-$1,936.76 
GILD Gilead Sciences Inc.
-0.58%
-$2,585.52 
BNDW Vanguard Total World Bond ETF
-0.58%
-$2,581.04 
EVN Eaton Vance Municipal Income Trust
-0.57%
-$891.66 
WPC W. P. Carey Inc.
-0.57%
-$2,300.4 
XLE Energy Select Sector SPDR Fund
-0.57%
-$110,988.53 
INCE Franklin Income Equity Focus ETF
-0.57%
-$6,314.7 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.56%
-$12,144.96 
SMTH ALPS Smith Core Plus Bond ETF
-0.56%
-$41,781.74 
FCNTX Fidelity Contrafund
-0.55%
-$2,131.65 
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares
-0.55%
-$6,945.77 
MFIC MidCap Financial Investment Corporation
-0.55%
-$19,679.9 
XLV Health Care Select Sector SPDR Fund
-0.55%
-$5,609.24 
SIDRX Hartford Schroders International Multi-Cap Value Fund Class SDR
-0.54%
-$1,640.52 
IEI iShares 3-7 Year Treasury Bond ETF
-0.54%
-$2,703.2 
TRBCX T. Rowe Price Blue Chip Growth Fund, Inc.
-0.54%
-$2,969.3 
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares
-0.54%
-$1,255.1 
DSU BlackRock Debt Strategies Fund Inc.
-0.53%
-$4,229.65 
ABIMX AB Impact Municipal Income Fund
-0.53%
-$1,999.8 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$20,632.92 
VIGAX Vanguard Growth Index Fund Admiral Shares
-0.51%
-$1,248.8 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.51%
-$42,282.63 
PFE Pfizer Inc.
-0.5%
-$4,192.3 
MGK Vanguard Mega Cap Growth ETF
-0.5%
-$15,880.5 
VUG Vanguard Growth ETF
-0.5%
-$9,810.24 
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K
-0.5%
-$1,251.12 
ANEFX American Funds The New Economy Fund® Class A
-0.5%
-$1,602.18 
TCPC BlackRock TCP Capital Corp.
-0.5%
-$1,810.42 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.49%
-$17,135.28 
SWDRX Schwab Target 2030 Fund
-0.49%
-$983.7 
VDE Vanguard Energy ETF
-0.48%
-$2,260.6 
CGBD Carlyle Secured Lending, Inc.
-0.48%
-$7,709.73 
ITHAX Hartford Capital Appreciation Fund Class A
-0.48%
-$1,168.17 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.47%
-$70,667.74 
IYE iShares U.S. Energy ETF
-0.47%
-$6,653.4 
PFGGX PFG American Funds Growth Strategy Fund Class I
-0.47%
-$1,270.15 
ABALX American Funds American Balanced Fund Class A
-0.47%
-$4,088.23 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.46%
-$50,123.61 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$138,528.45 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$6,835.5 
SWPPX Schwab S&P 500 Index Fund
-0.45%
-$14,655.87 
BGT BlackRock Floating Rate Income Trust
-0.45%
-$14,845.9 
TSLX Sixth Street Specialty Lending Inc.
-0.45%
-$2,221.92 
STXT Strive Total Return Bond ETF
-0.44%
-$19,933.18 
CRM Salesforce Inc
-0.43%
-$1,335.6 
SCHP Schwab U.S. TIPS ETF
-0.43%
-$7,926.16 
TMO Thermo Fisher Scientific Inc.
-0.42%
-$1,523.2 
GE General Electric Company
-0.42%
-$1,536.8 
FDUS Fidus Investment Corporation
-0.41%
-$11,053.84 
BGB Blackstone Strategic Credit Fund
-0.4%
-$707.31 
FTLS First Trust Long/Short Equity ETF
-0.4%
-$57,689.53 
MA Mastercard Incorporated
-0.39%
-$8,328.57 
SWCRX Schwab Target 2020 Fund
-0.37%
-$617.95 
IWL iShares Russell Top 200 ETF
-0.35%
-$1,526.26 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$29,992.56 
BSV Vanguard Short-Term Bond ETF
-0.34%
-$7,704.02 
QFVIX Pear Tree Polaris Foreign Value Fund Institutional Class
-0.34%
-$970.44 
AXP American Express Company
-0.34%
-$1,152.13 
FXN First Trust Energy AlphaDEX Fund
-0.33%
-$7,576.56 
HARL Harleysville Financial Corp.
-0.33%
-$4,720.54 
BGX Blackstone Long-Short Credit Fund
-0.33%
-$472.46 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$6,262.85 
CTVA Corteva Inc.
-0.32%
-$672.84 
FDVV Fidelity High Dividend ETF
-0.32%
-$14,457 
IYF iShares U.S. Financials ETF
-0.32%
-$15,205.66 
VBF Invesco Bond Fund
-0.32%
-$1,037.35 
EVF Eaton Vance Senior Income Trust
-0.31%
-$1,696.3 
IVE ISHARES S&P 500 VALUE ETF
-0.31%
-$992.16 
GAFFX American Funds Growth Fund of America® Class F-3
-0.3%
-$1,549.53 
AGTHX American Funds The Growth Fund of America Class A
-0.3%
-$1,540.08 
NSTLX Neuberger Berman Strategic Income Fund Institutional Class
-0.3%
-$2,820.15 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.3%
-$9,860.15 
JPIE JPMorgan Income ETF
-0.28%
-$14,913.21 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.27%
-$3,331.97 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.25%
-$745.22 
SHY iShares 1-3 Year Treasury Bond ETF
-0.25%
-$1,652.91 
WFC Wells Fargo & Company
-0.25%
-$787.32 
VGSH Vanguard Short-Term Treasury Fund
-0.24%
-$1,665.72 
ANWPX American Funds New Perspective Fund Class A
-0.24%
-$1,259.46 
NEE NextEra Energy, Inc.
-0.23%
-$9,908.31 
NUV Nuveen Municipal Value Fund, Inc.
-0.23%
-$398.78 
SUB iShares Short-Term National Muni Bond ETF
-0.22%
-$2,860.51 
PKW Invesco BuyBack Achievers ETF
-0.2%
-$1,328.37 
SELF Global Self Storage Inc.
-0.19%
-$218.1 
SYLD Cambria Shareholder Yield ETF
-0.19%
-$10,850.08 
MCD McDonald's Corporation
-0.17%
-$2,023.56 
SPH Suburban Propane Partners L.P.
-0.17%
-$641.97 
GIOIX Guggenheim Macro Opportunities Fund Institutional Class
-0.16%
-$1,069.72 
BAC Bank of America Corporation
-0.16%
-$2,418.3 
STIP iShares 0-5 Year TIPS Bond ETF
-0.16%
-$22,665.44 
MOOD Relative Sentiment Tactical Allocation Fund
-0.16%
-$84,158.2 
GCT GigaCloud Technology Inc Class A Ordinary Shares
-0.15%
-$5,916.4 
PEG Public Service Enterprise Group Incorporated
-0.15%
-$275.88 
EFR Eaton Vance Senior Floating-Rate Trust
-0.14%
-$3,083.05 
IOFIX AlphaCentric Income Opportunities Fund Class I
-0.14%
-$4,621.3 
LBAY Leatherback Long/Short Alternative Yield ETF
-0.13%
-$612.2 
LLY Eli Lilly and Company
-0.13%
-$3,130.56 
COKE Coca-Cola Consolidated Inc.
-0.12%
-$872.3 
DBLTX DoubleLine Total Return Bond Fund Class I
-0.12%
-$126.88 
JPST JPMorgan Ultra-Short Income ETF
-0.1%
-$316.2 
BSL Blackstone Senior Floating Rate Fund
-0.08%
-$185.67 
WMT Walmart Inc.
-0.07%
-$1,412.18 
D Dominion Energy, Inc.
-0.06%
-$1,564 
GSST Goldman Sachs Access Ultra Short Bond Fund
-0.06%
-$2,212.41 
RPV Invesco S&P 500 Pure Value ETF
-0.05%
-$401.7 
CLOZ Panagram BBB-B CLO ETF
-0.04%
-$1,207.04 
PEP PepsiCo, Inc.
-0.03%
-$127.04 
NFLX Netflix, Inc.
-0.03%
-$386.2 
COST Costco Wholesale Corporation
-0.02%
-$606.32 
SHV iShares Short Treasury Bond ETF
-0.02%
-$481.19 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.01%
-$15.9 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3709 | Longs Won 2397/3709 64% | Profit Factor 8.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $537,529.02 |
| Average Win $171,896.84 | Best Trade (Aug 25) $13.69M | Sharpe Ratio -10.14 |
| Average Loss -$38,210.06 | Worst Trade (Aug 02) -$2.32M | Z-Score 9.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3d | Expectancy $97,750.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 1281 12811A309 | 37,379 | $400,473.57 | $400,327.77 | - | -$145.8 | -0.04% | 0.0 |
| 1281 12811C305 | 19,309 | $216,451 | $216,451 | - | - | - | 0.0 |
| AAEQ Alpha Architect US Equity 2 ETF | 100,455 | $4.96M | $5.45M | - | $490,457.55 | 9.9% | -0.597% |
| AAPL Apple Inc. | 86,024 | $19.95M | $28.09M | - | $8.14M | 40.83% | +3.561% |
| ABALX American Funds American Balanced Fund Class A | 21,517 | $746,481.85 | $874,881.22 | - | $128,399.37 | 17.2% | -0.465% |
| ABBV AbbVie Inc. | 11,034 | $2.16M | $2.81M | - | $658,628.73 | 30.56% | +1.634% |
| ABIMX AB Impact Municipal Income Fund | 39,996 | $387,561 | $374,762.52 | - | -$12,798.48 | -3.3% | -0.531% |
| ABT Abbott Laboratories | 3,058 | $325,982.7 | $316,105.46 | - | -$9,877.24 | -3.03% | -1.768% |
| ACN Accenture plc Class A | 1,280 | $392,407.43 | $227,763.2 | - | -$164,644.23 | -41.96% | +1.217% |
| ACRNX Columbia Acorn Fund Institutional Class | 21,417 | $267,709 | $296,197.11 | - | $28,488.11 | 10.64% | -1.144% |
| ADBE Adobe Inc. | 1,544 | $702,380.3 | $384,193.52 | - | -$318,186.78 | -45.3% | -2.366% |
| ADC Agree Realty Corporation | 8,530 | $646,630.83 | $609,980.3 | - | -$36,650.53 | -5.67% | -1.488% |
| ADI Analog Devices, Inc. | 1,583 | $503,636 | $571,858.75 | - | $68,222.75 | 13.55% | -1.046% |
| ADM Archer-Daniels-Midland Co | 6,365 | $365,924 | $553,182.15 | - | $187,258.15 | 51.17% | +0.416% |
| ADP Automatic Data Processing Inc. | 3,083 | $756,146.58 | $824,178.39 | - | $68,031.81 | 9% | +0.796% |
| AEP American Electric Power Company, Inc. | 14,283 | $1.56M | $1.76M | - | $202,773.59 | 12.99% | -0.963% |
| AFSM First Trust Active Factor Small Cap ETF | 45,344 | $1.48M | $1.8M | - | $320,515.52 | 21.6% | -0.611% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,874 | $961,712.39 | $948,595.18 | - | -$13,117.21 | -1.36% | -0.631% |
| AGTHX American Funds The Growth Fund of America Class A | 5,704 | $377,281.9 | $502,807.6 | - | $125,525.7 | 33.27% | -0.305% |
| ALB Albemarle Corporation | 4,731 | $598,586.38 | $577,938.96 | - | -$20,647.42 | -3.45% | -2.978% |
No 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 Daniel Guy?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $4.25M, iShares MSCI EAFE ETF - $4.18M, iShares Russell 1000 Growth ETF - $3.89M, SPDR Gold Shares - $3.53M, and Apple Inc - $3.33M. 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: iShares Bitcoin Trust - $2.12M, AGF U.S. Market Neutral Anti-Beta Fund - $1.57M, iMGP DBi Managed Futures Strategy ETF - $891,307.54, Invesco NASDAQ 100 ETF - $650,523.07, and Albemarle Corporation - $633,430.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Guy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $58.66M earned over time. The largest contributors to dividend income include iShares TIPS Bond ETF - $2.06M, Vanguard Total World Stock ETF - $1.42M, iShares 0-5 Year TIPS Bond ETF - $1.36M, iShares MSCI EAFE ETF - $1.19M, and Energy Select Sector SPDR Fund - $1.15M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Guy's monthly returns?
Daniel Guy'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 Daniel Guy's strategy be considered aggressive or moderate?
Daniel Guy's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Daniel Guy's strategy?
Daniel Guy'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.
