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:
35.88%
Gain +0.09%
Monthly
0.83%
Yearly
10.45%
Drawdown
7.43%
$186.52M
Equity
Holdings
$186.52M
Investment
$176.39M
$60.15M
Profit +$282,455.24
Realized
$50.01M
Unrealized
$10.13M
Dividends
$18.56M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$282,455.24
Win %
66%
This Week
Compared To Last Week
Gain
0.15%
Profit
$282,455.24
Win %
66%
This Month
Compared to last month
Gain
-0.23%
Profit
-$428,915.27
Win %
66%
This Year
Compared to last year
Gain
1.25%
Profit
$2.31M
Win %
68%
META Meta Platforms Inc Class A
+2.27%
+$11,683.16 
MA Mastercard Incorporated
+1.75%
+$5,647.27 
MSFT Microsoft Corp.
+1.73%
+$24,815.79 
AVGO Broadcom Inc.
+1.68%
+$10,074.87 
SPEM SPDR Portfolio Emerging Markets ETF
+1.64%
+$16,298.12 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+1.31%
+$12,598.9 
NVDA NVIDIA Corporation
+1.22%
+$14,728.94 
ALAI Alger AI Enablers & Adopters ETF
+1.17%
+$5,258.55 
KDP Keurig Dr Pepper Inc.
+1.15%
+$2,147.6 
IBIT iShares Bitcoin Trust
+1.11%
+$3,369.21 
SLV iShares Silver Trust
+0.86%
+$6,308.81 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.72%
+$7,194.34 
IFRA iShares U.S. Infrastructure
+0.68%
+$6,350.94 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.66%
+$2,329.8 
VO Vanguard Mid-Cap ETF
+0.64%
+$2,602.02 
CNP CenterPoint Energy Inc.
+0.64%
+$1,248.72 
VB Vanguard Small-Cap ETF
+0.6%
+$4,261.29 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.57%
+$16,656.04 
USMV iShares MSCI USA Min Vol Factor ETF
+0.56%
+$14,850.69 
XLSR SPDR SSGA US Sector Rotation ETF
+0.56%
+$82,669.87 
IJH iShares Core S&P Mid-Cap ETF
+0.56%
+$1,075.84 
QQQ Invesco QQQ Trust, Series 1
+0.55%
+$15,874.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$1,625.59 
APH Amphenol Corporation
+0.49%
+$2,758.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.49%
+$1,738.85 
CAT Caterpillar Inc.
+0.49%
+$1,775.53 
IVV iShares Core S&P 500 ETF
+0.48%
+$4,374.09 
SPY SPDR S&P 500 ETF Trust
+0.48%
+$109,079.44 
VOO Vanguard S&P 500 ETF
+0.47%
+$1,034.64 
SPHQ Invesco S&P 500 Quality ETF
+0.46%
+$1,262.43 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.46%
+$23,481.53 
QQQI Neos NASDAQ-100 High Income ETF
+0.46%
+$1,232.15 
GOOGL Alphabet Inc
+0.44%
+$2,096.08 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+0.42%
+$2,145.82 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.41%
+$3,086.2 
SNTH Mrp Synthequity ETF
+0.4%
+$2,554.08 
GOOG Alphabet Inc
+0.4%
+$1,354.55 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.36%
+$7,907.62 
WMT Walmart Inc.
+0.33%
+$714.68 
BUFR FT Vestladder Buffer ETF-USD I
+0.3%
+$56,565.51 
VIG Vanguard Dividend Appreciation ETF
+0.29%
+$720.36 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.27%
+$571.39 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.27%
+$55,129.87 
C Citigroup Inc.
+0.25%
+$554.56 
AMZN Amazon.com Inc
+0.21%
+$1,978.02 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.19%
+$5,713.67 
JPM JPMorgan Chase & Co.
+0.07%
+$486.68 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.05%
+$741.05 
XOM Exxon Mobil Corporation
+0.04%
+$1,048.89 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$436.29 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$1,456.48 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$2,557.81 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$429.06 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MU Micron Technology, Inc.
-1.09%
-$2,222.05 
JNJ Johnson & Johnson
-0.79%
-$2,285.78 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.76%
-$2,224.62 
SBUX Starbucks Corporation
-0.76%
-$1,470.04 
ADI Analog Devices, Inc.
-0.71%
-$1,647.93 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.52%
-$1,081.39 
MCD McDonald's Corporation
-0.39%
-$722.54 
IEV iShares Europe ETF
-0.35%
-$2,151.75 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$3,780.12 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.27%
-$1,137.5 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.27%
-$26,598.78 
GLD SPDR Gold Shares
-0.24%
-$11,318.7 
UNH UnitedHealth Group Incorporated
-0.23%
-$463.4 
AMD Advanced Micro Devices, Inc.
-0.21%
-$1,112.73 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.19%
-$751.06 
CVX Chevron Corporation
-0.18%
-$1,319.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.18%
-$417.75 
CI The Cigna Group
-0.17%
-$399.03 
EFA iShares MSCI EAFE ETF
-0.16%
-$627.47 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.16%
-$2,952.08 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-0.15%
-$364.45 
GWX SPDR S&P International Small Cap ETF
-0.11%
-$518.1 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.09%
-$217.65 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.08%
-$1,888.28 
AXP American Express Company
-0.05%
-$101.76 
AAPL Apple Inc.
-0.03%
-$435.6 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.03%
-$503.61 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
-0.01%
-$21.27 Events
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Dividends
Dividend Analysis
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| Trades 1253 | Longs Won 877/1253 69% | Profit Factor 9.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,987.21 |
| Average Win $76,304.39 | Best Trade (Oct 06) $2.52M | Sharpe Ratio -8.5 |
| Average Loss -$18,011.63 | Worst Trade (Oct 05) -$600,751.67 | Z-Score -3.89 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w 5d | Expectancy $48,002.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,960 | $1.06M | $1.32M | - | $256,044.79 | 24.04% | -0.033% |
| ADI Analog Devices, Inc. | 553 | $175,755.66 | $229,036.01 | - | $53,280.35 | 30.32% | -0.714% |
| AGG iShares Core U.S. Aggregate Bond ETF | 14,824 | $1.48M | $1.39M | - | -$82,525.92 | -5.59% | -0.271% |
| ALAI Alger AI Enablers & Adopters ETF | 9,561 | $436,364 | $455,007.99 | - | $18,643.99 | 4.27% | +1.169% |
| AMD Advanced Micro Devices, Inc. | 843 | $489,708 | $533,273.37 | - | $43,565.37 | 8.9% | -0.208% |
| AMZN Amazon.com Inc | 3,663 | $805,292.27 | $923,295.78 | - | $118,003.51 | 14.65% | +0.215% |
| APH Amphenol Corporation | 6,416 | $216,758.14 | $560,694.24 | - | $343,936.1 | 158.67% | +0.494% |
| AVGO Broadcom Inc. | 1,689 | $578,319.55 | $609,906.34 | - | $31,586.79 | 5.46% | +1.68% |
| AXP American Express Company | 636 | $230,418.31 | $192,466.32 | - | -$37,951.99 | -16.47% | -0.053% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 255,781 | $23.38M | $23.39M | - | $12,307.43 | 0.05% | +0.011% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 42,906 | $4.26M | $4.25M | - | -$5,515.63 | -0.13% | +0.01% |
| BUFR FT Vestladder Buffer ETF-USD I | 491,874 | $16.85M | $18.58M | - | $1.72M | 10.23% | +0.305% |
| C Citigroup Inc. | 1,733 | $200,297.57 | $223,245.06 | - | $22,947.49 | 11.46% | +0.249% |
| CAT Caterpillar Inc. | 432 | $256,054.79 | $366,996.96 | - | $110,942.17 | 43.33% | +0.486% |
| CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF | 13,005 | $450,885.27 | $513,892.57 | - | $63,007.3 | 13.97% | +0.419% |
| CI The Cigna Group | 849 | $233,975 | $229,280.94 | - | -$4,694.06 | -2.01% | -0.174% |
| CNP CenterPoint Energy Inc. | 5,203 | $229,141 | $197,870.09 | - | -$31,270.91 | -13.65% | +0.635% |
| CVX Chevron Corporation | 3,565 | $569,874.45 | $735,530.8 | - | $165,656.35 | 29.07% | -0.179% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 441,039 | $19.64M | $20.67M | - | $1.03M | 5.26% | +0.267% |
| DSTL Distillate U.S. Fundamental Stability & Value ETF | 11,870 | $698,662.47 | $765,971.1 | - | $67,308.63 | 9.63% | +0.405% |
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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 - $8.08M, SPDR S&P 500 ETF Trust - $7.38M, FT Vestladder Buffer ETF-USD I - $5.82M, SPDR SSGA US Sector Rotation ETF - $5.68M, and SPDR Bloomberg 1-3 Month T-Bill ETF - $4.58M. 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 $18.56M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $4.69M, Amplify CWP Enhanced Dividend Income ETF - $3.35M, SPDR SSGA Fixed Income Sector Rotation ETF - $1.42M, SPDR Bloomberg High Yield Bond ETF - $1.17M, 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.
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