Paul Saltaformaggio Portfolio
Invests via Hibernia Wealth Partners LLC | Managed by Paul Saltaformaggio
Invests via Hibernia Wealth Partners LLC
Managed by Paul Saltaformaggio
Automatically Tracked
Paul Saltaformaggio Profile
With a notable career marked by leadership in financial operations, Paul Saltaformaggio serves as a seasoned operating executive within the corporate landscape. His experience encompasses steering high-stakes projects and fostering strategic partnerships across various sectors. This has culminated in significant contributions to enhancing operational efficiency and market competitiveness for the organizations he has been part of. He is recognized for his ability to bridge technical acumen with management finesse, ensuring that complex financial processes align seamlessly with business objectives. Through these endeavors, he plays a crucial role in shaping competitive advantage and driving sustainable growth within the businesses he engages.
With a notable career marked by leadership in financial operations, Paul Saltaformaggio serves as a seasoned operating executive within the corporate landscape. His experience encompasses steering high-stakes projects and fostering strategic partnerships across various sectors. This has culminated in significant contributions to enhancing operational efficiency and market competitiveness for the organizations he has been part of. He is recognized for his ability to bridge technical acumen with management finesse, ensuring that complex financial processes align seamlessly with business objectives. Through these endeavors, he plays a crucial role in shaping competitive advantage and driving sustainable growth within the businesses he engages.
Investment Philosophy & Strategy
A focus on operational enhancement shapes Paul Saltaformaggio's investment philosophy, underscoring a commitment to optimizing corporate value through strategic execution. With his extensive background in managing complex financial processes, he tends to identify opportunities that promise scalability and efficiency gains. This approach aligns with fostering sustainable growth while addressing competitive pressures across sectors. His decisions are informed by a deep understanding of market dynamics and operational metrics, empowering businesses to maximize their potential for long-term success. As an astute executive, leveraging partnerships remains crucial in navigating the intricacies of today’s business landscape.
A focus on operational enhancement shapes Paul Saltaformaggio's investment philosophy, underscoring a commitment to optimizing corporate value through strategic execution. With his extensive background in managing complex financial processes, he tends to identify opportunities that promise scalability and efficiency gains. This approach aligns with fostering sustainable growth while addressing competitive pressures across sectors. His decisions are informed by a deep understanding of market dynamics and operational metrics, empowering businesses to maximize their potential for long-term success. As an astute executive, leveraging partnerships remains crucial in navigating the intricacies of today’s business landscape.
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:
35.47%
Gain +0.94%
Monthly
0.89%
Yearly
11.23%
Drawdown
7.43%
$188.16M
Equity
Holdings
$188.16M
Investment
$176.39M
$61.79M
Profit +$3.16M
Realized
$50.01M
Unrealized
$11.77M
Dividends
$18.14M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.94%
Profit
$3.16M
Win %
71%
This Week
Compared To Last Week
Gain
2.07%
Profit
$3.81M
Win %
71%
This Month
Compared to last month
Gain
2.07%
Profit
$3.81M
Win %
71%
This Year
Compared to last year
Gain
2.14%
Profit
$3.95M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$132,161 
GOOG Alphabet Inc
+6.88%
+$22,878.12 
GOOGL Alphabet Inc
+6.73%
+$30,986.13 
META Meta Platforms Inc Class A
+3.28%
+$12,499.75 
MSFT Microsoft Corp.
+3.02%
+$37,659.27 
NVDA NVIDIA Corporation
+2.93%
+$29,457.93 
CVX Chevron Corporation
+2.35%
+$16,113.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$4,716.08 
ALAI Alger AI Enablers & Adopters ETF
+1.4%
+$5,679.23 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$7,426.76 
MCD McDonald's Corporation
+0.82%
+$1,746.81 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$7,477.08 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$158,716.34 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,526.05 
CAT Caterpillar Inc.
+0.7%
+$2,449.44 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,036.48 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$1,739.52 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$17,253.84 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$83,772.14 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,011.22 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$15,898.08 
APH Amphenol Corporation
+0.55%
+$1,411.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,592.74 
SNTH Mrp Synthequity ETF
+0.51%
+$3,192.6 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$73,781.1 
AVGO Broadcom Inc.
+0.37%
+$2,432.16 
JPM JPMorgan Chase & Co.
+0.27%
+$1,989.04 
JNJ Johnson & Johnson
+0.21%
+$596.78 
ADI Analog Devices, Inc.
+0.2%
+$409.21 
C Citigroup Inc.
+0.1%
+$225.27 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$2,408.22 
WMT Walmart Inc.
+0.09%
+$210.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$7,673.43 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$436.29 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$1,456.48 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$858.12 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$85.06 
IFRA iShares U.S. Infrastructure
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$97,099.2 
MU Micron Technology, Inc.
-5.9%
-$9,809.69 
CI The Cigna Group
-2.99%
-$7,309.9 
IBIT iShares Bitcoin Trust
-2.89%
-$6,738.42 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$5,227.2 
SLV iShares Silver Trust
-2.13%
-$15,302.22 
AMD Advanced Micro Devices, Inc.
-1.9%
-$7,789.34 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,831.95 
GLD SPDR Gold Shares
-1.49%
-$69,901.44 
KDP Keurig Dr Pepper Inc.
-1.43%
-$2,761.2 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$4,506.36 
XOM Exxon Mobil Corporation
-0.97%
-$22,923.99 
MA Mastercard Incorporated
-0.74%
-$2,482 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$13,284.32 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$2,101.03 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$3,004.97 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,570.73 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,436.06 
SBUX Starbucks Corporation
-0.57%
-$1,233.6 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,294.8 
IEV iShares Europe ETF
-0.44%
-$2,840.31 
AXP American Express Company
-0.38%
-$807.71 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.37%
-$823.92 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$929.16 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.37%
-$2,848.8 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$3,420.26 
CNP CenterPoint Energy Inc.
-0.26%
-$572.32 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.26%
-$27,007.99 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$3,706 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$5,271.75 
VB Vanguard Small-Cap ETF
-0.22%
-$1,611.67 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.22%
-$1,040.41 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$522.36 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$875 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$346.3 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$209.92 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$2,331.21 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.08%
-$1,335.22 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$2,281.6 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.05%
-$1,007.21 
VO Vanguard Mid-Cap ETF
-0.05%
-$204.08 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$4,410.39 Events
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Dividends
Dividend Analysis
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| Trades 1253 | Longs Won 884/1253 70% | Profit Factor 11.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $225,402.56 |
| Average Win $76,255.13 | Best Trade (Aug 10) $2.47M | Sharpe Ratio -8.5 |
| Average Loss -$15,237.41 | Worst Trade (Aug 02) -$308,130.76 | Z-Score -3.07 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 6d | Expectancy $49,311.2 |
| 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 | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Paul Saltaformaggio?
The largest contributions to the portfolio's profits come from the following stocks: Amplify CWP Enhanced Dividend Income ETF - $7.99M, SPDR S&P 500 ETF Trust - $7.38M, FT Vestladder Buffer ETF-USD I - $5.82M, SPDR SSGA US Sector Rotation ETF - $5.67M, and SPDR Bloomberg 1-3 Month T-Bill ETF - $4.51M. 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: ProShares Ultra Bloomberg Natural Gas - $248,999.48, United States Natural Gas Fund, L.P - $138,728.39, S&P Global Inc - $101,479.18, Accenture plc Class A - $99,956.72, and Ares Management Corporation - $91,276.71. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Paul Saltaformaggio's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.14M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $4.62M, Amplify CWP Enhanced Dividend Income ETF - $3.26M, SPDR SSGA Fixed Income Sector Rotation ETF - $1.38M, SPDR Bloomberg High Yield Bond ETF - $1.13M, and JPMorgan Nasdaq Equity Premium Income ETF - $612,555.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paul Saltaformaggio's monthly returns?
Paul Saltaformaggio's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Paul Saltaformaggio's strategy be considered aggressive or moderate?
Paul Saltaformaggio's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Paul Saltaformaggio's strategy?
Paul Saltaformaggio'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.
