Allison Tronnes Portfolio
Invests via Forum Financial Management LP | Managed by Allison Tronnes
Invests via Forum Financial Management LP
Managed by Allison Tronnes
Automatically Tracked
Allison Tronnes Profile
Allison Tronnes brings extensive expertise as a technology commercialization leader with a robust track record in driving innovation across dynamic sectors. Her career has been marked by successful ventures in integrating advanced technologies into practical applications, fostering market expansion and client engagement. As an operator focused on enhancing product development, she leverages her strategic insight to elevate operational efficiencies and optimize competitive positioning within the marketplace. Allison's collaborative approach to stakeholder relationships empowers organizations to achieve growth targets while navigating complex industry landscapes.
Allison Tronnes brings extensive expertise as a technology commercialization leader with a robust track record in driving innovation across dynamic sectors. Her career has been marked by successful ventures in integrating advanced technologies into practical applications, fostering market expansion and client engagement. As an operator focused on enhancing product development, she leverages her strategic insight to elevate operational efficiencies and optimize competitive positioning within the marketplace. Allison's collaborative approach to stakeholder relationships empowers organizations to achieve growth targets while navigating complex industry landscapes.
Investment Philosophy & Strategy
Allison Tronnes champions a transformative perspective on investment opportunities, particularly within the technology sector. Her deep-seated understanding of innovation and commercialization drives her approach to identifying high-potential ventures poised for disruption. Prioritizing partnerships that enhance operational capabilities, she seeks out startups with scalable business models that align with emerging market needs. By fostering synergies between innovative technologies and practical applications, she aims to unlock value across diverse ecosystems. This visionary mindset positions her as a formidable player in harnessing growth potential while navigating competitive landscapes effectively.
Allison Tronnes champions a transformative perspective on investment opportunities, particularly within the technology sector. Her deep-seated understanding of innovation and commercialization drives her approach to identifying high-potential ventures poised for disruption. Prioritizing partnerships that enhance operational capabilities, she seeks out startups with scalable business models that align with emerging market needs. By fostering synergies between innovative technologies and practical applications, she aims to unlock value across diverse ecosystems. This visionary mindset positions her as a formidable player in harnessing growth potential while navigating competitive landscapes effectively.
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:
117.14%
Gain +1.82%
Monthly
1.32%
Yearly
17.01%
Drawdown
25.5%
$7.83B
Equity
Holdings
$7.83B
Investment
$5.85B
$2.34B
Profit +$54.39M
Realized
$364.78M
Unrealized
$1.98B
Dividends
$492.12M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.82%
Profit
$54.39M
Win %
77%
This Week
Compared To Last Week
Gain
-1.52%
Profit
-$120.82M
Win %
77%
This Month
Compared to last month
Gain
-0.94%
Profit
-$74.22M
Win %
77%
This Year
Compared to last year
Gain
0.63%
Profit
$49.28M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$1.97M 
ETN Eaton Corporation plc
+7.32%
+$23,185.89 
GOOG Alphabet Inc
+6.88%
+$2.45M 
GOOGL Alphabet Inc
+6.73%
+$2.16M 
ANET Arista Networks, Inc.
+5.46%
+$30,714.38 
FTNT Fortinet Inc.
+4.99%
+$26,857.6 
CBOE Cboe Global Markets Inc.
+4.62%
+$198,904.97 
APO Apollo Global Management, Inc.
+4.44%
+$111,728.82 
META Meta Platforms Inc Class A
+3.28%
+$411,130.51 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$21,477.12 
MSFT Microsoft Corp.
+3.02%
+$636,639.19 
LITE Lumentum Holdings Inc.
+2.99%
+$5,382 
NVDA NVIDIA Corporation
+2.93%
+$394,201.75 
STRL Sterling Infrastructure, Inc.
+2.76%
+$5,822.53 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$6,287.64 
SD SandRidge Energy Inc.
+2.58%
+$8,750 
CVX Chevron Corporation
+2.35%
+$61,783.88 
VOYG Voyager Technologies, Inc.
+2.34%
+$3,895.36 
MRVL Marvell Technology, Inc.
+2.32%
+$5,048.1 
ORLY O'Reilly Automotive Inc.
+2.28%
+$8,121.19 
BP BP p.l.c. Sponsored ADR
+2.26%
+$5,928 
GLW Corning Incorporated
+2.24%
+$10,786.8 
CSCO Cisco Systems, Inc.
+2.14%
+$30,593.7 
LNG Cheniere Energy Inc.
+2.13%
+$6,182.23 
RCAT Red Cat Holdings, Inc.
+2.03%
+$1,650 
OKE ONEOK, Inc.
+1.95%
+$255,828.72 
PANW Palo Alto Networks, Inc.
+1.89%
+$6,377.55 
AVXL Anavex Life Sciences Corp.
+1.85%
+$1,505 
CRM Salesforce Inc
+1.83%
+$7,576.58 
ORCL Oracle Corporation
+1.81%
+$17,070.9 
HWM Howmet Aerospace Inc.
+1.8%
+$4,287.79 
KMI Kinder Morgan, Inc.
+1.64%
+$14,447.68 
VZ Verizon Communications Inc.
+1.52%
+$14,042.7 
LMT Lockheed Martin Corporation
+1.5%
+$35,598.75 
MPLX MPLX LP
+1.46%
+$52,325.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$42,625.92 
NOC Northrop Grumman Corporation
+1.43%
+$3,456.39 
PWR Quanta Services Inc.
+1.43%
+$8,010.53 
GE General Electric Company
+1.42%
+$35,632.51 
KLAC KLA Corporation
+1.38%
+$3,809.72 
COP ConocoPhillips
+1.22%
+$8,523.11 
AI C3.ai Inc.
+1.21%
+$1,268.41 
WFC Wells Fargo & Company
+1.19%
+$16,565.82 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,848.34 
ODC Oil-Dri Corporation of America
+1.18%
+$20,937.95 
AMAT Applied Materials, Inc.
+1.18%
+$16,455.16 
CHD Church & Dwight Co., Inc.
+1.16%
+$3,184.34 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$8,614.6 
VUG Vanguard Growth ETF
+1.1%
+$45,607.2 
VG Venture Global Inc.
+1.06%
+$1,406.44 
BSM Black Stone Minerals, L.P.
+1.01%
+$45,000 
ADBE Adobe Inc.
+1.01%
+$6,134.46 
BORR Borr Drilling Ltd.
+1%
+$400 
ADP Automatic Data Processing Inc.
+0.98%
+$6,907.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$7,809.2 
UNP Union Pacific Corporation
+0.92%
+$14,543.54 
WMB The Williams Companies, Inc.
+0.89%
+$5,297.67 
SCHW Charles Schwab Corporation
+0.87%
+$3,441.62 
ONB Old National Bancorp
+0.87%
+$1,846.44 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$2,356.92 
IBM International Business Machines Corporation
+0.86%
+$9,133.52 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$1,896 
GEV GE Vernova Inc.
+0.85%
+$14,700.39 
MCD McDonald's Corporation
+0.82%
+$20,592.09 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$4,183.25 
TRIN Trinity Capital Inc.
+0.8%
+$5,600 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,124.98 
TSLA Tesla, Inc.
+0.76%
+$14,808.87 
MPC Marathon Petroleum Corporation
+0.76%
+$2,143.84 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$50,606.29 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,759.51 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$82,140.33 
VOO Vanguard S&P 500 ETF
+0.71%
+$69,702.69 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$2,312.63 
CAT Caterpillar Inc.
+0.7%
+$29,251.48 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$641,434.11 
IVV iShares Core S&P 500 ETF
+0.69%
+$43,525.12 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$12,621.72 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$2,002.33 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$148,014.26 
PLTR Palantir Technologies Inc.
+0.65%
+$11,776.77 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$27,212.76 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$4,975.91 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$2,339.2 
IWB iShares Russell 1000 ETF
+0.64%
+$14,711.22 
SYY Sysco Corporation
+0.63%
+$19,537.39 
SCHK Schwab 1000 Index ETF
+0.61%
+$1,282.6 
BROS Dutch Bros Inc.
+0.61%
+$1,204.8 
TER Teradyne, Inc.
+0.6%
+$954.8 
ET Energy Transfer L.P.
+0.59%
+$47,090.76 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$5,131.62 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,798.13 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$4,753.9 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$1,248.64 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$4,548.18 
MO Altria Group, Inc.
+0.57%
+$5,621.46 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,464.21 
AVUS Avantis U.S. Equity ETF
+0.57%
+$21,774.24 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$885.95 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$11,579.12 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$3,172.49 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$46,300.04 
EXC Exelon Corporation
+0.53%
+$1,769.52 
STX Seagate Technology Holdings plc
+0.52%
+$6,723.97 
PSX Phillips 66
+0.51%
+$2,881.39 
CHMG Chemung Financial Corp.
+0.47%
+$2,562.34 
NSC Norfolk Southern Corporation
+0.46%
+$4,747.71 
OHI Omega Healthcare Investors Inc.
+0.46%
+$1,114.35 
IYW iShares U.S. Technology ETF
+0.46%
+$1,423.42 
KKR KKR & Co. Inc.
+0.45%
+$2,457.9 
IWD iShares Russell 1000 Value ETF
+0.44%
+$11,941.38 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$2.52M 
PFE Pfizer Inc.
+0.4%
+$3,866.8 
RTX RTX Corporation
+0.39%
+$3,051.72 
DIOD Diodes Inc.
+0.39%
+$2,331.2 
AVGO Broadcom Inc.
+0.37%
+$17,413.92 
PG Procter & Gamble Co
+0.37%
+$9,374.64 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$6.82M 
BAC Bank of America Corporation
+0.36%
+$2,951.74 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$997.12 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$53,755.11 
GD General Dynamics Corporation
+0.32%
+$1,140.7 
MRK Merck & Co., Inc.
+0.32%
+$4,468.7 
JPM JPMorgan Chase & Co.
+0.27%
+$32,912.22 
VT Vanguard Total World Stock ETF
+0.26%
+$1,398.1 
KBE SPDR S&P Bank ETF
+0.24%
+$2,899.52 
DFAW Dimensional World Equity ETF
+0.22%
+$599.04 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$139,105.44 
CME CME Group Inc.
+0.21%
+$2,734.34 
SO The Southern Company
+0.21%
+$1,307.6 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$607.6 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
JNJ Johnson & Johnson
+0.21%
+$6,691.25 
ADI Analog Devices, Inc.
+0.2%
+$1,041.17 
CMI Cummins Inc.
+0.19%
+$490.45 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,789.32 
USB U.S. Bancorp
+0.17%
+$395.99 
T AT&T Inc.
+0.17%
+$1,879.64 
MS Morgan Stanley
+0.17%
+$2,688.85 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$2,341.98 
HTH Hilltop Holdings Inc.
+0.15%
+$557.16 
CB Chubb Limited
+0.15%
+$1,115.65 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$3,343.76 
DELL Dell Technologies Inc.
+0.14%
+$531.44 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,183.14 
C Citigroup Inc.
+0.1%
+$622 
WM Waste Management, Inc.
+0.1%
+$272.58 
AFL Aflac Inc.
+0.09%
+$387.72 
WMT Walmart Inc.
+0.09%
+$4,161.78 
ABT Abbott Laboratories
+0.09%
+$4,074.84 
SCYB Schwab High Yield Bond ETF
+0.08%
+$405.52 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$864.36 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$264.11 
AEP American Electric Power Company, Inc.
+0.06%
+$149.73 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$1,911.8 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$524.56 
DIS The Walt Disney Company
+0.03%
+$259.77 
SHV iShares Short Treasury Bond ETF
+0.03%
+$991.86 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$74.82 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.02%
+$73.95 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 DGXX
DGXX
0%
$0 
FRMI Fermi Inc.
-15.45%
-$121,712.24 
RIVN Rivian Automotive, Inc.
-9.57%
-$20,181.35 
LCID Lucid Group, Inc.
-9.11%
-$16,505.7 
BTBT Bit Digital, Inc.
-7.75%
-$11,000 
AAPL Apple Inc.
-7.35%
-$6.26M 
SYK Stryker Corporation
-6.42%
-$15,749.7 
LIN Linde plc
-5.95%
-$16,521.97 
MU Micron Technology, Inc.
-5.9%
-$189,172.1 
STXS Stereotaxis Inc.
-5.26%
-$1,856.26 
RMCOW American Acquisition Opportunity Inc.
-5.06%
-$162 
FBIO Fortress Biotech Inc.
-4.86%
-$1,600 
AVR Anteris Technologies Ltd.
-4.85%
-$4,370.8 
SHOP Shopify Inc.
-4.29%
-$17,960.25 
CLOV Clover Health Investments, Corp.
-3.92%
-$4,100.06 
PRME Prime Medicine Inc.
-3.31%
-$1,000 
CI The Cigna Group
-2.99%
-$6,440.29 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$18,645 
IBIT iShares Bitcoin Trust
-2.89%
-$16,339.9 
CRWV CoreWeave, Inc.
-2.88%
-$5,167.38 
BITO ProShares Bitcoin ETF
-2.85%
-$10,124 
MLM Martin Marietta Materials, Inc.
-2.75%
-$8,485.05 
QCOM QUALCOMM Incorporated
-2.63%
-$6,607.46 
ABBV AbbVie Inc.
-2.51%
-$353,837.83 
DLR Digital Realty Trust, Inc.
-2.42%
-$9,209.24 
BIIB Biogen Inc.
-2.4%
-$9,412.18 
YUM Yum! Brands, Inc.
-2.37%
-$4,973.64 
BZAI Blaize Holdings Inc.
-2.35%
-$2,384.27 
BA Boeing Company
-2.15%
-$13,399.37 
SLV iShares Silver Trust
-2.13%
-$5,449.2 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$13,158.03 
NFLX Netflix, Inc.
-2%
-$21,238.62 
AMD Advanced Micro Devices, Inc.
-1.9%
-$36,590.48 
MDAI Spectral AI Inc.
-1.9%
-$1,815.03 
HRZN Horizon Technology Finance Corporation
-1.82%
-$1,980.8 
GHC Graham Holdings Co.
-1.79%
-$38,245.17 
APD Air Products and Chemicals, Inc.
-1.77%
-$18,075.24 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,353.62 
PHYS Sprott Physical Gold Trust
-1.61%
-$4,084.5 
NET Cloudflare Inc.
-1.56%
-$6,606.18 
SG Sweetgreen Inc.
-1.53%
-$1,100 
OUNZ VanEck Merk Gold Trust
-1.52%
-$96,073.8 
GLD SPDR Gold Shares
-1.49%
-$11,099.48 
IAU iShares Gold Trust
-1.46%
-$20,898.22 
SCL Stepan Company
-1.43%
-$5,482.35 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,029.39 
DAL Delta Air Lines, Inc.
-1.3%
-$3,322.35 
PROP Prairie Operating Co. Common Stock
-1.24%
-$90 
HSY The Hershey Company
-1.23%
-$7,217.97 
TJX The TJX Companies, Inc.
-1.21%
-$8,163.8 
PRSU Pursuit Attractions and Hospitality
-1.17%
-$5,284.2 
SHW The Sherwin-Williams Company
-1.16%
-$3,874.28 
NEE NextEra Energy, Inc.
-1.15%
-$8,621.36 
DE Deere & Company
-1.13%
-$81,831.08 
TXN Texas Instruments Inc
-1.08%
-$9,507.02 
LOW Lowe's Companies Inc.
-1.08%
-$4,317.54 
MCK McKesson Corporation
-1.08%
-$5,219.21 
INTC Intel Corporation
-1.02%
-$20,790.15 
KO The Coca-Cola Company
-1.02%
-$19,653.3 
UPS United Parcel Service, Inc.
-1%
-$8,198.4 
XOM Exxon Mobil Corporation
-0.97%
-$45,609.3 
MET MetLife Inc.
-0.97%
-$7,830.2 
TEM Tempus AI, Inc.
-0.95%
-$3,491.46 
WAL Western Alliance Bancorporation
-0.94%
-$4,602.56 
VGSR Vert Global Sustainable Real Estate ETF
-0.87%
-$138,241.62 
GILD Gilead Sciences Inc.
-0.81%
-$7,542.36 
PCAR PACCAR Inc.
-0.81%
-$4,499.28 
D Dominion Energy, Inc.
-0.8%
-$4,071.76 
KMB Kimberly-Clark Corporation
-0.8%
-$6,839.36 
PYPL PayPal Holdings Inc
-0.76%
-$2,434.08 
AVRE Avantis Real Estate ETF
-0.75%
-$11,473.33 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$4,451.04 
CVS CVS Health Corporation
-0.75%
-$1,638.46 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$6,860.12 
MA Mastercard Incorporated
-0.74%
-$5,219 
BLK BlackRock, Inc.
-0.73%
-$1,723.68 
MAR Marriott International Inc. - Class A
-0.71%
-$31,129.78 
IWC iShares Micro-Cap ETF
-0.7%
-$2,215.8 
DUK Duke Energy Corporation
-0.67%
-$3,971.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$29,568.39 
AMGN Amgen Inc.
-0.64%
-$863,065.8 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$9,936.61 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,867.57 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$1.4M 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,360.06 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$230,509.21 
PM Philip Morris International Inc.
-0.61%
-$8,468.79 
DHR Danaher Corporation
-0.61%
-$3,345.09 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$75,376.28 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$5,429.09 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.59%
-$2,447.4 
SCHF Schwab International Equity ETF
-0.58%
-$6,651.2 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$3.62M 
WEC WEC Energy Group Inc.
-0.57%
-$2,722.87 
SBUX Starbucks Corporation
-0.57%
-$8,702.4 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$1,696.02 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$5.32M 
PRU Prudential Financial, Inc.
-0.56%
-$3,693.56 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$4,101.69 
VNQ Vanguard Real Estate ETF
-0.54%
-$4,933.98 
COF Capital One Financial Corporation
-0.54%
-$7,226.39 
LLY Eli Lilly and Company
-0.53%
-$32,207.02 
DFIS Dimensional International Small Cap ETF
-0.53%
-$8,228.33 
DFAR Dimensional US Real Estate ETF
-0.52%
-$55,424.04 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$1.24M 
WELL Welltower Inc.
-0.51%
-$1,939.7 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$2.7M 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$1,822.1 
ALL Allstate Corporation
-0.49%
-$14,034.94 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$13,414 
IWM iShares Russell 2000 ETF
-0.47%
-$4,286.73 
DFIV Dimensional International Value ETF
-0.47%
-$100,589.85 
VHC VirnetX Holding Corp
-0.46%
-$1,039.26 
AVDE Avantis International Equity ETF
-0.46%
-$3,709.44 
PEP PepsiCo, Inc.
-0.46%
-$3,617.92 
DVY iShares Select Dividend ETF
-0.45%
-$1,004.37 
TRV The Travelers Companies, Inc.
-0.43%
-$2,174.42 
HD The Home Depot, Inc.
-0.42%
-$17,416.95 
MELI MercadoLibre, Inc.
-0.41%
-$1,431.53 
RWR SPDR Dow Jones REIT ETF
-0.4%
-$1,854.72 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,586.13 
VGT Vanguard Information Technology ETF
-0.38%
-$4,964.78 
AXP American Express Company
-0.38%
-$3,517.87 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$5,059.64 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$1.31M 
CART Maplebear Inc.
-0.34%
-$730.65 
ABEV Ambev S.A.
-0.32%
-$110 
SWKS Skyworks Solutions Inc.
-0.32%
-$2,411.4 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$806.97 
CEG Constellation Energy Corporation
-0.31%
-$1,680.75 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$825.23 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$1,231.2 
VXF Vanguard Extended Market ETF
-0.3%
-$2,075.33 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$15,104.64 
SDY SPDR S&P Dividend ETF
-0.28%
-$2,963.84 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,889.76 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$517.97 
VTV Vanguard Value ETF
-0.27%
-$3,486.25 
DUHP Dimensional US High Profitability ETF
-0.27%
-$953,643.68 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$826.65 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,119.48 
CNP CenterPoint Energy Inc.
-0.26%
-$7,699.93 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$691.56 
BXSL Blackstone Secured Lending Fund
-0.26%
-$944.1 
SSII SS Innovations International, Inc.
-0.25%
-$384.69 
BX Blackstone Inc.
-0.25%
-$1,509.15 
OLED Universal Display Corporation
-0.25%
-$778.6 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$46,308.21 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,767.09 
COST Costco Wholesale Corporation
-0.24%
-$8,041.45 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,030.54 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$517.8 
VB Vanguard Small-Cap ETF
-0.22%
-$1,036.83 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$83,929.68 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$705.96 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$8,272.76 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$3,532.14 
JQC Nuveen Credit Strategies Income Fund
-0.21%
-$150 
MEDP Medpace Holdings Inc.
-0.21%
-$596.19 
AWF AllianceBernstein Global High Income Fund Inc.
-0.2%
-$241.16 
OSBC Old Second Bancorp, Inc.
-0.2%
-$10,283.65 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$945.6 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$3,458.62 
EPD Enterprise Products Partners L.P.
-0.18%
-$2,970.56 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$792.84 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$744.12 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$19,803.84 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,878.15 
FITB Fifth Third Bancorp
-0.16%
-$891.63 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1.14M 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$306.72 
IXUS iShares Core International Stock ETF
-0.15%
-$304.36 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$986.57 
MUB iShares National Muni Bond ETF
-0.11%
-$3,007.32 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$6,592.86 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$357.12 
XLF Financial Select Sector SPDR Fund
-0.1%
-$466.5 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$65,339.7 
HYD VanEck High Yield Muni ETF
-0.1%
-$63,196.3 
WTFC Wintrust Financial Corporation
-0.07%
-$420.75 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$270.39 
VO Vanguard Mid-Cap ETF
-0.05%
-$623.04 
V Visa Inc. Class A
-0.04%
-$496.54 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$94.78 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$131.37 Events
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Dividends
Dividend Analysis
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| Trades 10644 | Longs Won 6226/10644 58% | Profit Factor 8.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.32M |
| Average Win $426,093.85 | Best Trade (Aug 14) $366.43M | Sharpe Ratio -56.28 |
| Average Loss -$70,316.57 | Worst Trade (Sep 14) -$69.03M | Z-Score -11.34 (98.01%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 6d | Expectancy $220,049.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 111,111 | 100,000 | 88,889 | 77,778 | 66,667 | 55,556 | 44,444 | 33,333 | 22,222 | 11,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 255,361 | $57.24M | $78.88M | - | $21.64M | 37.81% | -7.354% |
| ABBV AbbVie Inc. | 54,689 | $9.12M | $13.72M | - | $4.6M | 50.49% | -2.513% |
| ABEV Ambev S.A. | 11,000 | $26,730 | $34,210 | - | $7,480 | 27.98% | -0.321% |
| ABT Abbott Laboratories | 45,276 | $6M | $4.79M | - | -$1.22M | -20.29% | +0.085% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 5,724 | $281,735.28 | $430,731 | - | $148,995.72 | 52.89% | -0.172% |
| ADBE Adobe Inc. | 2,444 | $952,437.38 | $612,002.04 | - | -$340,435.34 | -35.74% | +1.013% |
| ADI Analog Devices, Inc. | 1,407 | $323,366.2 | $516,945.87 | - | $193,579.67 | 59.86% | +0.202% |
| ADP Automatic Data Processing Inc. | 2,667 | $815,496.7 | $710,648.79 | - | -$104,847.91 | -12.86% | +0.982% |
| AEP American Electric Power Company, Inc. | 2,139 | $281,663.64 | $273,471.15 | - | -$8,192.49 | -2.91% | +0.055% |
| AFL Aflac Inc. | 3,231 | $359,989.29 | $411,887.88 | - | $51,898.59 | 14.42% | +0.094% |
| AI C3.ai Inc. | 11,531 | $223,401.66 | $105,854.58 | - | -$117,547.08 | -52.62% | +1.213% |
| ALL Allstate Corporation | 10,796 | $2.23M | $2.85M | - | $622,792.82 | 27.95% | -0.49% |
| AMAT Applied Materials, Inc. | 2,789 | $602,213.11 | $1.42M | - | $813,678.55 | 135.11% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 3,960 | $734,322.57 | $1.89M | - | $1.15M | 156.77% | -1.904% |
| AMGN Amgen Inc. | 348,009 | $108.43M | $134.04M | - | $25.61M | 23.62% | -0.64% |
| AMZN Amazon.com Inc | 54,657 | $11M | $14.84M | - | $3.85M | 34.97% | +15.321% |
| ANET Arista Networks, Inc. | 3,292 | $559,244.96 | $593,712.23 | - | $34,467.27 | 6.16% | +5.456% |
| APD Air Products and Chemicals, Inc. | 3,404 | $986,067.64 | $1M | - | $17,737.95 | 1.8% | -1.769% |
| APO Apollo Global Management, Inc. | 20,923 | $2.15M | $2.63M | - | $480,539.88 | 22.38% | +4.441% |
| ASML ASML Holding N.V. New York Registry Shares | 135 | $268,574.39 | $219,915 | - | -$48,659.39 | -18.12% | -1.359% |
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FAQ
Which stocks have generated the highest profits for Allison Tronnes?
The largest contributions to the portfolio's profits come from the following stocks: iShares 10-20 Year Treasury Bond ETF - $107.49M, Palantir Technologies Inc - $76.81M, Dimensional U.S. Core Equity 2 ETF - $74.9M, Dimensional Emerging Markets Core Equity 2 ETF - $65.46M, and Dimensional International Core Equity Market ETF - $56.4M. 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: Vanguard Long-Term Treasury Fund - $73.93M, Danimer Scientific Inc - $4.78M, Pfizer Inc - $1.48M, UnitedHealth Group Incorporated - $1.42M, and Abbott Laboratories - $1.27M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Allison Tronnes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $492.12M earned over time. The largest contributors to dividend income include iShares 10-20 Year Treasury Bond ETF - $108.5M, Dimensional U.S. Core Equity 2 ETF - $60.72M, Dimensional International Core Equity Market ETF - $42.48M, Dimensional Global Real Estate ETF - $40.4M, and Dimensional Emerging Markets Core Equity 2 ETF - $34.17M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Allison Tronnes's monthly returns?
Allison Tronnes'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 Allison Tronnes's strategy be considered aggressive or moderate?
Allison Tronnes'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 Allison Tronnes's strategy?
Allison Tronnes'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.
