GA
Gregg Abella Portfolio
Invests via Investment Partners Asset Management Inc. | Managed by Gregg Abella
Invests via Investment Partners Asset Management Inc.
Managed by Gregg Abella
Automatically Tracked
Gregg Abella Profile
Gregg Abella has developed a robust career as an operating executive, leveraging his extensive experience in business management and corporate strategy. His leadership spans multiple sectors, demonstrating versatility and a keen insight into market dynamics. As an influential figure in several organizations, he is recognized for driving growth initiatives and fostering innovation within teams. With a foundation rooted in operational excellence, he actively engages with entrepreneurs to navigate challenges while scaling their ventures. His strategic insights position him as a relevant participant in the broader financial landscape.
Gregg Abella has developed a robust career as an operating executive, leveraging his extensive experience in business management and corporate strategy. His leadership spans multiple sectors, demonstrating versatility and a keen insight into market dynamics. As an influential figure in several organizations, he is recognized for driving growth initiatives and fostering innovation within teams. With a foundation rooted in operational excellence, he actively engages with entrepreneurs to navigate challenges while scaling their ventures. His strategic insights position him as a relevant participant in the broader financial landscape.
Investment Philosophy & Strategy
In a landscape characterized by rapid changes, effective capital deployment remains critical. With substantial operational expertise and an acute understanding of market dynamics, he emphasizes scalable growth strategies across diverse sectors. Engaging closely with innovative startups, his approach often involves identifying unique opportunities for value creation while facilitating organizational efficiencies. By combining strategic foresight with a hands-on leadership style, he's adept at transforming potential challenges into avenues for expansion and success within entrepreneurial ecosystems.
In a landscape characterized by rapid changes, effective capital deployment remains critical. With substantial operational expertise and an acute understanding of market dynamics, he emphasizes scalable growth strategies across diverse sectors. Engaging closely with innovative startups, his approach often involves identifying unique opportunities for value creation while facilitating organizational efficiencies. By combining strategic foresight with a hands-on leadership style, he's adept at transforming potential challenges into avenues for expansion and success within entrepreneurial ecosystems.
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:
52.93%
Gain +0.47%
Monthly
1.27%
Yearly
16.35%
Drawdown
17.07%
$185.92M
Equity
Holdings
$185.92M
Investment
$139.91M
$52.06M
Profit +$649,637.18
Realized
$6.04M
Unrealized
$46.02M
Dividends
$12.53M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.47%
Profit
$649,637.18
Win %
70%
This Week
Compared To Last Week
Gain
0.74%
Profit
$1.36M
Win %
70%
This Month
Compared to last month
Gain
1.01%
Profit
$1.86M
Win %
70%
This Year
Compared to last year
Gain
1.01%
Profit
$1.86M
Win %
72%
MSTR Strategy Inc.
+8.48%
+$21,949.4 
AMX América Móvil, S.A.B. de C.V.
+5.79%
+$16,227.27 
DELL Dell Technologies Inc.
+5.03%
+$10,153.69 
BEPC Brookfield Renewable Corporation
+4.97%
+$64,387.06 
GEV GE Vernova Inc.
+4.51%
+$30,772.02 
CEE The Central and Eastern Europe Fund, Inc.
+3.84%
+$11,468.57 
IBKR Interactive Brokers Group Inc.
+3.82%
+$6,352.15 
WMB The Williams Companies, Inc.
+3.39%
+$16,134.52 
HACK Amplify Cybersecurity ETF
+3.39%
+$20,659.52 
PANW Palo Alto Networks, Inc.
+3.31%
+$64,463.5 
ETN Eaton Corporation plc
+3.19%
+$5,968.24 
ASML ASML Holding N.V. New York Registry Shares
+3%
+$33,510.22 
MS Morgan Stanley
+2.77%
+$9,999.98 
ADI Analog Devices, Inc.
+2.75%
+$21,114.22 
IBIT iShares Bitcoin Trust
+2.67%
+$10,436.83 
MU Micron Technology, Inc.
+2.58%
+$48,463.79 
NVDA NVIDIA Corporation
+2.47%
+$129,090.15 
NOW ServiceNow, Inc.
+2.47%
+$49,667.53 
GS The Goldman Sachs Group, Inc.
+2.27%
+$55,672.04 
IGV iShares Expanded Tech-Software Sector ETF
+2.25%
+$19,990.95 
CAT Caterpillar Inc.
+2.22%
+$4,862.2 
FTNT Fortinet Inc.
+2.12%
+$20,533.26 
META Meta Platforms Inc Class A
+1.94%
+$63,019.72 
XLK State Street Technology Select Sector SPDR ETF
+1.82%
+$17,654.62 
SHOP Shopify Inc.
+1.67%
+$6,461.4 
IBM International Business Machines Corporation
+1.67%
+$34,975.38 
AAPL Apple Inc.
+1.59%
+$183,829.23 
AMG Affiliated Managers Group Inc.
+1.53%
+$4,974.2 
KMI Kinder Morgan, Inc.
+1.39%
+$12,295.07 
QCOM QUALCOMM Incorporated
+1.37%
+$14,756.37 
IMCG iShares Morningstar Mid-Cap Growth ETF
+1.35%
+$7,417.95 
QQQ Invesco QQQ Trust, Series 1
+1.33%
+$39,270 
GVIP Goldman Sachs Hedge Industry VIP ETF
+1.29%
+$5,510.59 
AVGO Broadcom Inc.
+1.2%
+$11,794.68 
PAVE Global X U.S. Infrastructure Development ETF
+1.11%
+$5,904.4 
VUG Vanguard Growth ETF
+1.1%
+$2,936.7 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.09%
+$39,287.3 
XLI Industrial Select Sector SPDR Fund
+1.08%
+$2,885.4 
ICLN iShares Global Clean Energy ETF
+1.07%
+$1,838.03 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.95%
+$3,407.9 
EWG iShares MSCI Germany ETF
+0.88%
+$2,184.9 
WRB W.R. Berkley Corporation
+0.83%
+$4,117.5 
VO Vanguard Mid-Cap ETF
+0.83%
+$3,457.2 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.72%
+$4,907.25 
VOO Vanguard S&P 500 ETF
+0.7%
+$2,888.99 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,439.16 
SCHF Schwab International Equity ETF
+0.68%
+$2,962.24 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.68%
+$3,039.48 
SCHM Schwab U.S. Mid-Cap ETF
+0.68%
+$1,515.75 
SPY SPDR S&P 500 ETF Trust
+0.68%
+$10,549.64 
RGLD Royal Gold Inc.
+0.67%
+$1,710.84 
TPYP Tortoise North American Pipeline Fund
+0.66%
+$4,687.48 
EPS WisdomTree U.S. LargeCap Fund
+0.65%
+$3,075.8 
CSCO Cisco Systems, Inc.
+0.63%
+$8,916.08 
ACWI iShares MSCI ACWI ETF
+0.63%
+$3,866 
XLF Financial Select Sector SPDR Fund
+0.62%
+$5,131.53 
ADP Automatic Data Processing Inc.
+0.59%
+$4,993.16 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.58%
+$3,828.3 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.58%
+$2,424 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.57%
+$3,099.43 
V Visa Inc. Class A
+0.57%
+$7,714.81 
BIPC Brookfield Infrastructure Partners L.P.
+0.57%
+$1,395.04 
AMZN Amazon.com Inc
+0.55%
+$14,462.7 
IWM iShares Russell 2000 ETF
+0.53%
+$3,822.2 
SGOL abrdn Physical Gold Shares ETF
+0.52%
+$8,269.7 
RSP Invesco S&P 500 Equal Weight ETF
+0.5%
+$1,097.28 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.48%
+$503.28 
GLD SPDR Gold Shares
+0.47%
+$2,929.9 
PHYS Sprott Physical Gold Trust
+0.47%
+$1,486.83 
SCHC Schwab International Small-Cap Equity ETF
+0.45%
+$3,891.14 
IVE ISHARES S&P 500 VALUE ETF
+0.44%
+$1,260 
CVX Chevron Corporation
+0.43%
+$1,871.01 
PEP PepsiCo, Inc.
+0.38%
+$1,868.63 
GSBD Goldman Sachs BDC Inc.
+0.35%
+$1,061.64 
EAPR Innovator Emerging Markets Power Buffer ETF - April
+0.34%
+$2,132.49 
HOLA JPMorgan International Hedged Equity Laddered Overlay ETF
+0.33%
+$4,185.26 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.33%
+$1,600.47 
XBI SPDR S&P Biotech ETF
+0.32%
+$1,603.74 
IJR iShares Core S&P Small-Cap ETF
+0.29%
+$1,188.4 
WPM Wheaton Precious Metals Corp.
+0.29%
+$2,722.15 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
+0.28%
+$942.94 
MRK Merck & Co., Inc.
+0.27%
+$1,675.08 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.27%
+$784.7 
FTCS First Trust Capital Strength ETF
+0.27%
+$824.95 
WSM Williams-Sonoma, Inc.
+0.26%
+$1,068.52 
COST Costco Wholesale Corporation
+0.22%
+$1,705.01 
ISD PGIM High Yield Bond Fund, Inc.
+0.22%
+$878.33 
CPSA Calamos S&P 500 Structured Alt Protection ETF – August
+0.2%
+$449.68 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
+0.19%
+$4,163.39 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.19%
+$1,162.84 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.16%
+$710.43 
PYLD PIMCO Multisector Bond Active ETF
+0.14%
+$5,610.57 
MSFT Microsoft Corp.
+0.14%
+$10,099.55 
SPLV Invesco S&P 500 Low Volatility ETF
+0.12%
+$292.77 
USMV iShares MSCI USA Min Vol Factor ETF
+0.11%
+$920.48 
DGRO iShares Core Dividend Growth ETF
+0.1%
+$1,497.53 
EVTR Eaton Vance Total Return Fund
+0.09%
+$1,418.98 
CPRJ Calamos Russell 2000 Structured Alt Protection ETF - July
+0.09%
+$554.8 
BGY BlackRock Enhanced International Dividend Trust
+0.09%
+$62.9 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.08%
+$600.36 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.08%
+$1,247.5 
JEPI JPMorgan Equity Premium Income Fund
+0.06%
+$4,113.83 
VEEV Veeva Systems Inc.
+0.05%
+$210.36 
STIP iShares 0-5 Year TIPS Bond ETF
+0.04%
+$1,128.4 
SMAX iShares Large Cap Municipal Bond ETF
+0.04%
+$85.22 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$112.59 
JPIE JPMorgan Income ETF
+0.01%
+$40.56 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.01%
+$180.68 
SHV iShares Short Treasury Bond ETF
+0.01%
+$44.65 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
T AT&T Inc.
-6.34%
-$114,374.7 
IGR CBRE Global Real Estate Income Fund
-2.88%
-$15,061.09 
BKNG Booking Holdings Inc.
-2.78%
-$9,236.5 
VZ Verizon Communications Inc.
-2.47%
-$40,059.8 
BRK-B Berkshire Hathaway Inc.
-2.37%
-$34,648.11 
SYK Stryker Corporation
-2.28%
-$21,687.47 
ABBV AbbVie Inc.
-1.91%
-$12,149.49 
GOOG Alphabet Inc
-1.71%
-$45,621.44 
RTX RTX Corporation
-1.65%
-$4,229.94 
GOOGL Alphabet Inc
-1.64%
-$93,692.34 
BMY Bristol-Myers Squibb Company
-1.32%
-$7,248.61 
MELI MercadoLibre, Inc.
-1.21%
-$5,239.4 
JNJ Johnson & Johnson
-1.19%
-$25,945.84 
CNX CNX Resources Corporation
-1.15%
-$2,815.06 
PG Procter & Gamble Co
-1.05%
-$4,963.27 
UBER Uber Technologies, Inc.
-0.97%
-$2,641.81 
PFFV Global X Variable Rate Preferred ETF
-0.97%
-$56,648.76 
ORCL Oracle Corporation
-0.95%
-$7,306.25 
HDV iShares Core High Dividend ETF
-0.93%
-$9,276.12 
LLY Eli Lilly and Company
-0.87%
-$15,558.46 
KO The Coca-Cola Company
-0.83%
-$9,671.22 
BCX BlackRock Resources & Commodities Strategy Trust
-0.82%
-$2,997.3 
PPH VanEck Pharmaceutical ETF
-0.79%
-$3,737.78 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.72%
-$4,373.06 
CIM Chimera Investment Corporation
-0.72%
-$2,766.24 
CB Chubb Limited
-0.71%
-$4,514.83 
GE General Electric Company
-0.69%
-$6,017.49 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.64%
-$2,333.26 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.59%
-$11,168.74 
GCOW Pacer Global Cash Cows Dividend ETF
-0.59%
-$13,249.88 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$4,343.92 
ACN Accenture plc Class A
-0.46%
-$2,292.4 
SPYI NEOS S&P 500 High Income ETF
-0.44%
-$17,346.06 
ARCC Ares Capital Corporation
-0.41%
-$4,107.98 
LRCX Lam Research Corporation
-0.35%
-$3,239.36 
BXSL Blackstone Secured Lending Fund
-0.34%
-$2,531.28 
BIZD VanEck BDC Income ETF
-0.34%
-$3,879.68 
BX Blackstone Inc.
-0.33%
-$2,718.52 
D Dominion Energy, Inc.
-0.32%
-$945.8 
COWZ Pacer US Cash Cows 100 ETF
-0.32%
-$7,853.62 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.32%
-$8,189.41 
AUSF Global X Adaptive U.S. Factor ETF
-0.27%
-$6,213.78 
AMGN Amgen Inc.
-0.24%
-$576.45 
DNP DNP Select Income Fund Inc.
-0.2%
-$200 
MCD McDonald's Corporation
-0.18%
-$660.33 
FCX Freeport-McMoRan Inc.
-0.17%
-$348.6 
SCHD Schwab U.S. Dividend Equity ETF
-0.17%
-$868.5 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.17%
-$801.46 
CRM Salesforce Inc
-0.17%
-$1,130.37 
DUK Duke Energy Corporation
-0.17%
-$837 
ITA iShares U.S. Aerospace & Defense ETF
-0.15%
-$614.71 
JPM JPMorgan Chase & Co.
-0.15%
-$2,926 
WMT Walmart Inc.
-0.14%
-$887.53 
SO The Southern Company
-0.13%
-$1,204.8 
ICOW Pacer Developed Markets International ETF
-0.13%
-$1,496.44 
XOM Exxon Mobil Corporation
-0.11%
-$1,228.54 
GMNY Goldman Sachs Dynamic New York Municipal Income ETF
-0.03%
-$71.7 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$90.42 Events
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Dividends
Dividend Analysis
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| Trades 1418 | Longs Won 1051/1418 74% | Profit Factor 9.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $225,050.78 |
| Average Win $55,214.7 | Best Trade (Oct 21) $5.19M | Sharpe Ratio -10 |
| Average Loss -$16,274.71 | Worst Trade (Oct 21) -$374,594.18 | Z-Score 11.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $36,712.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 34,074 | $6.56M | $11.75M | - | $5.19M | 79.14% | +1.589% |
| ABBV AbbVie Inc. | 2,201 | $354,598.12 | $624,115.56 | - | $269,517.44 | 76.01% | -1.91% |
| ACN Accenture plc Class A | 2,084 | $648,066.3 | $496,033.68 | - | -$152,032.62 | -23.46% | -0.46% |
| ACWI iShares MSCI ACWI ETF | 3,866 | $535,450.15 | $617,670.82 | - | $82,220.67 | 15.36% | +0.63% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 3,643 | $373,825.46 | $467,433.33 | - | $93,607.87 | 25.04% | -0.171% |
| ADI Analog Devices, Inc. | 1,930 | $389,028.94 | $787,420.7 | - | $398,391.76 | 102.41% | +2.755% |
| ADP Automatic Data Processing Inc. | 2,903 | $648,316.59 | $854,846.41 | - | $206,529.82 | 31.86% | +0.588% |
| AMG Affiliated Managers Group Inc. | 836 | $241,002 | $329,969.2 | - | $88,967.2 | 36.92% | +1.531% |
| AMGN Amgen Inc. | 549 | $231,409 | $240,401.61 | - | $8,992.61 | 3.89% | -0.239% |
| AMX América Móvil, S.A.B. de C.V. | 12,247 | $226,814.1 | $296,683.57 | - | $69,869.47 | 30.8% | +5.786% |
| AMZN Amazon.com Inc | 9,940 | $1.56M | $2.63M | - | $1.07M | 68.73% | +0.554% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 17,783 | $515,843.23 | $487,432.03 | - | -$28,411.2 | -5.51% | +0.329% |
| ARCC Ares Capital Corporation | 54,773 | $1.1M | $1.01M | - | -$91,889.77 | -8.34% | -0.405% |
| ASML ASML Holding N.V. New York Registry Shares | 685 | $478,921.8 | $1.15M | - | $671,713.8 | 140.26% | +3% |
| AUSF Global X Adaptive U.S. Factor ETF | 46,028 | $2.21M | $2.33M | - | $121,795.83 | 5.5% | -0.265% |
| AVGO Broadcom Inc. | 2,934 | $334,410.03 | $992,836.26 | - | $658,426.23 | 196.89% | +1.202% |
| BBHY JPMorgan BetaBuilders U.S. High Yield Fund | 48,981 | $2.25M | $2.16M | - | -$85,310.35 | -3.79% | +0.193% |
| BCX BlackRock Resources & Commodities Strategy Trust | 29,973 | $266,903.38 | $362,073.84 | - | $95,170.46 | 35.66% | -0.821% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 47,362 | $366,769.99 | $453,491.15 | - | $86,721.16 | 23.64% | +0.157% |
| BEPC Brookfield Renewable Corporation | 45,343 | $1.26M | $1.36M | - | $97,187.48 | 7.7% | +4.972% |
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FAQ
Which stocks have generated the highest profits for Gregg Abella?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $1.63M, JPMorgan Equity Premium Income Fund - $1.09M, Global X Variable Rate Preferred ETF - $890,770.45, Global X S&P 500 Covered Call ETF - $675,543.31, and NVIDIA Corporation - $551,411.72. 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: lululemon athletica inc - $185,714.02, Adobe Inc - $160,733.26, Honeywell International Inc - $128,510.65, Advanced Micro Devices, Inc - $126,363.68, and Corning Incorporated - $122,174.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gregg Abella's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.53M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.09M, Global X Variable Rate Preferred ETF - $890,770.45, Global X S&P 500 Covered Call ETF - $695,057.75, Global X Nasdaq 100 Covered Call ETF - $550,392.43, and VanEck BDC Income ETF - $429,172.89. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gregg Abella's monthly returns?
Gregg Abella'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 Gregg Abella's strategy be considered aggressive or moderate?
Gregg Abella'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 Gregg Abella's strategy?
Gregg Abella'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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