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:
98.8%
Gain +0.62%
Monthly
1.29%
Yearly
16.67%
Drawdown
25.47%
$7.71B
Equity
Holdings
$7.71B
Investment
$5.85B
$2.23B
Profit +$23.72M
Realized
$371.22M
Unrealized
$1.86B
Dividends
$477.67M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.62%
Profit
$23.72M
Win %
77%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$29.84M
Win %
77%
This Month
Compared to last month
Gain
-0.86%
Profit
-$67.13M
Win %
77%
This Year
Compared to last year
Gain
-0.86%
Profit
-$67.3M
Win %
73%
RTX RTX Corporation
+7.33%
+$51,879.24 
SYK Stryker Corporation
+3.15%
+$6,859.66 
CB Chubb Limited
+2.92%
+$21,092.08 
VG Venture Global Inc.
+2.29%
+$3,415.64 
HWM Howmet Aerospace Inc.
+2.28%
+$5,501.78 
CME CME Group Inc.
+2.04%
+$24,368.71 
AMGN Amgen Inc.
+1.49%
+$1.9M 
BIIB Biogen Inc.
+1.46%
+$5,443.18 
GLW Corning Incorporated
+1.3%
+$7,120.01 
CNP CenterPoint Energy Inc.
+1.26%
+$38,500 
EXC Exelon Corporation
+1.24%
+$4,276.34 
COP ConocoPhillips
+1.19%
+$8,287.98 
CBOE Cboe Global Markets Inc.
+1.09%
+$44,394.63 
WMB The Williams Companies, Inc.
+1.02%
+$6,390.84 
PYPL PayPal Holdings Inc
+0.88%
+$2,710.68 
PFE Pfizer Inc.
+0.77%
+$7,346.92 
STX Seagate Technology Holdings plc
+0.58%
+$7,947.9 
NFLX Netflix, Inc.
+0.53%
+$5,236.92 
CI The Cigna Group
+0.51%
+$1,077.11 
DE Deere & Company
+0.44%
+$32,371.22 
MS Morgan Stanley
+0.02%
+$298.76 
AVUS Avantis U.S. Equity ETF
+0.02%
+$604.9 
DFIP Dimensional Inflation-Protected Securities ETF
+0.01%
+$732.54 
SCYB Schwab High Yield Bond ETF
0%
+$20.26 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
0%
+$15.5 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
0%
+$2.59 
ABBV AbbVie Inc.
0%
$0 
ABEV Ambev S.A.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
+$0.01 
ADBE Adobe Inc.
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
-$0.01 
AFL Aflac Inc.
0%
$0 
AI C3.ai Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
ANET Arista Networks, Inc.
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVES Avantis Emerging Markets Value ETF
0%
+$0.01 
AVIV Avantis International Large Cap Value ETF
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
$0 
AVR Anteris Technologies Ltd.
0%
$0 
AVRE Avantis Real Estate ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AVXL Anavex Life Sciences Corp.
0%
$0 
AWF AllianceBernstein Global High Income Fund Inc.
0%
$0 
AXP American Express Company
0%
$0 
BA Boeing Company
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BORR Borr Drilling Ltd.
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$0.02 
BROS Dutch Bros Inc.
0%
$0 
BSM Black Stone Minerals, L.P.
0%
$0 
BTBT Bit Digital, Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
BXSL Blackstone Secured Lending Fund
0%
$0 
BZAI Blaize Holdings Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CEF Sprott Physical Gold and Silver Trust
0%
$0 
CEG Constellation Energy Corporation
0%
+$0.02 
CHD Church & Dwight Co., Inc.
0%
$0 
CHMG Chemung Financial Corp.
0%
$0 
CLOV Clover Health Investments, Corp.
0%
$0 
CMI Cummins Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAR Dimensional US Real Estate ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
-$0.14 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DFAW Dimensional World Equity ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
DFEV Dimensional Emerging Markets Value ETF
0%
$0 
DFGR Dimensional Global Real Estate ETF
0%
$0 
DFIS Dimensional International Small Cap ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
DFSU Dimensional US Sustainability Core 1 ETF
0%
-$0.47 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DGXX
0%
$0 
DHR Danaher Corporation
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
+$0.03 
DIHP Dimensional International High Profitability Portfolio
0%
-$6.36 
DIOD Diodes Inc.
0%
-$0.01 
DIS The Walt Disney Company
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
FBIO Fortress Biotech Inc.
0%
$0 
FBTC Fidelity Wise Origin Bitcoin Index Fund
0%
$0 
FDN First Trust Dow Jones Internet Index Fund
0%
-$0.01 
FITB Fifth Third Bancorp
0%
$0 
FRMI Fermi Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
$0 
GEV GE Vernova Inc.
0%
-$0.05 
GHC Graham Holdings Co.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HRZN Horizon Technology Finance Corporation
0%
$0 
HSY The Hershey Company
0%
$0 
HTH Hilltop Holdings Inc.
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEUR iShares Core MSCI Europe ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
INTC Intel Corporation
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
+$0.06 
IWC iShares Micro-Cap ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
-$0.01 
IWO iShares Russell 2000 Growth ETF
0%
+$0.02 
IWP iShares Russell Mid-Cap Growth ETF
0%
-$0.02 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWV ISHARES RUSSELL 3000 ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JQC Nuveen Credit Strategies Income Fund
0%
$0 
KBE SPDR S&P Bank ETF
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LCID Lucid Group, Inc.
0%
$0 
LIN Linde plc
0%
-$0.01 
LITE Lumentum Holdings Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LNG Cheniere Energy Inc.
0%
+$0.01 
LOW Lowe's Companies Inc.
0%
-$0.02 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
MCK McKesson Corporation
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
MEDP Medpace Holdings Inc.
0%
$0 
MELI MercadoLibre, Inc.
0%
$0 
MET MetLife Inc.
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
+$0.02 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
-$0.01 
MPLX MPLX LP
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
-$0.01 
MSFT Microsoft Corp.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
ODC Oil-Dri Corporation of America
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OLED Universal Display Corporation
0%
$0 
ONB Old National Bancorp
0%
$0 
OSBC Old Second Bancorp, Inc.
0%
$0 
OUNZ VanEck Merk Gold Trust
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
+$0.06 
PHYS Sprott Physical Gold Trust
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PRME Prime Medicine Inc.
0%
$0 
PRSU Pursuit Attractions and Hospitality
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
PWR Quanta Services Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RCAT Red Cat Holdings, Inc.
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RWR SPDR Dow Jones REIT ETF
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
+$0.02 
SCHI Schwab 5-10 Year Corporate Bond ETF
0%
$0 
SCHK Schwab 1000 Index ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SCL Stepan Company
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
+$0.02 
SD SandRidge Energy Inc.
0%
$0 
SDY SPDR S&P Dividend ETF
0%
-$0.07 
SG Sweetgreen Inc.
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SLV iShares Silver Trust
0%
$0 
SO The Southern Company
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
SSII SS Innovations International, Inc.
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
-$0.01 
STXS Stereotaxis Inc.
0%
$0 
SWKS Skyworks Solutions Inc.
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TEM Tempus AI, Inc.
0%
$0 
TER Teradyne, Inc.
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
TRIN Trinity Capital Inc.
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TSLA Tesla, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UNP Union Pacific Corporation
0%
$0 
V Visa Inc. Class A
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
+$0.01 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
-$0.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VGSR Vert Global Sustainable Real Estate ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VGUS Vanguard Ultra Short-Term Treasury Fund
0%
$0 
VHC VirnetX Holding Corp
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.06 
VO Vanguard Mid-Cap ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
+$0.01 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
0%
$0 
VT Vanguard Total World Stock ETF
0%
-$0.01 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTHR Vanguard Russell 3000 ETF
0%
+$0.02 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
+$0.05 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
+$0.03 
VZ Verizon Communications Inc.
0%
$0 
WAL Western Alliance Bancorporation
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WTFC Wintrust Financial Corporation
0%
$0 
XCEM Columbia EM Core ex-China ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
+$0.01 
XLI Industrial Select Sector SPDR Fund
0%
-$0.03 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
+$0.06 
XOM Exxon Mobil Corporation
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
RMCOW American Acquisition Opportunity Inc.
-9.44%
-$294 
GOOGL Alphabet Inc
-7.13%
-$2.35M 
CART Maplebear Inc.
-4.92%
-$10,716.2 
ORCL Oracle Corporation
-4.61%
-$42,862 
AMZN Amazon.com Inc
-4.57%
-$611,612.38 
META Meta Platforms Inc Class A
-3.36%
-$489,961.31 
TXN Texas Instruments Inc
-3.13%
-$28,961.6 
PANW Palo Alto Networks, Inc.
-2.88%
-$10,007.05 
PSX Phillips 66
-2.1%
-$11,819.24 
HD The Home Depot, Inc.
-2.03%
-$84,452.33 
GLD SPDR Gold Shares
-2%
-$15,010 
IWF iShares Russell 1000 Growth ETF
-1.93%
-$132,486.13 
BLK BlackRock, Inc.
-1.84%
-$4,205.52 
QQQI Neos NASDAQ-100 High Income ETF
-1.84%
-$5,562 
MDAI Spectral AI Inc.
-1.8%
-$1,815.03 
USB U.S. Bancorp
-1.77%
-$4,104 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.75%
-$52,838.38 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.71%
-$3,784.94 
NVDA NVIDIA Corporation
-1.56%
-$227,821.96 
PG Procter & Gamble Co
-1.52%
-$40,151.76 
MAR Marriott International Inc. - Class A
-1.44%
-$62,611.39 
PROP Prairie Operating Co. Common Stock
-1.44%
-$117 
AAPL Apple Inc.
-1.3%
-$1.08M 
TJX The TJX Companies, Inc.
-1.24%
-$8,206.36 
SPY SPDR S&P 500 ETF Trust
-1.24%
-$141,975.4 
DFIC Dimensional International Core Equity Market ETF
-1.23%
-$7.66M 
VOO Vanguard S&P 500 ETF
-1.23%
-$120,760.06 
SCHX Schwab U.S. Large-Cap ETF
-1.19%
-$9,166.15 
AVGO Broadcom Inc.
-1.09%
-$52,483.62 
SCHF Schwab International Equity ETF
-0.99%
-$11,223.9 
PLTR Palantir Technologies Inc.
-0.96%
-$17,665.2 
COF Capital One Financial Corporation
-0.69%
-$8,953 
BAC Bank of America Corporation
-0.55%
-$4,561.78 
VB Vanguard Small-Cap ETF
-0.49%
-$2,262.24 
ORLY O'Reilly Automotive Inc.
-0.48%
-$1,714.02 
VNQ Vanguard Real Estate ETF
-0.33%
-$3,015.18 
MA Mastercard Incorporated
-0.32%
-$2,075.3 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$1,071.36 
MCD McDonald's Corporation
-0.29%
-$7,207.29 
BITO ProShares Bitcoin ETF
-0.22%
-$809.92 
COST Costco Wholesale Corporation
-0.14%
-$4,408.75 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.1%
-$17,551.96 
NET Cloudflare Inc.
-0.04%
-$172.28 
VOYG Voyager Technologies, Inc.
-0.04%
-$69.56 
DELL Dell Technologies Inc.
-0.02%
-$94.89 
HYD VanEck High Yield Muni ETF
-0.01%
-$6,319.63 
DFGP Dimensional Global Core Fixed Income Fund
-0.01%
-$34,038.4 
BNY BlackRock New York Municipal Income Trust
-0.01%
-$93.68 
UPS United Parcel Service, Inc.
0%
-$39.04 
BSVO EA Bridgeway Omni Small-Cap Value Fund
0%
-$253.74 Events
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Dividends
Dividend Analysis
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No Data
| Trades 10644 | Longs Won 6164/10644 57% | Profit Factor 9.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.01M |
| Average Win $406,406.04 | Best Trade (Jul 24) $327.77M | Sharpe Ratio -56.28 |
| Average Loss -$60,944.92 | Worst Trade (Dec 31) -$64.97M | Z-Score -0.58 (43.96%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 5d | Expectancy $209,700.64 |
| 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 | 125,000 | 112,500 | 100,000 | 87,500 | 75,000 | 62,500 | 50,000 | 37,500 | 25,000 | 12,500 |
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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 - $100.22M, 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 - $74.23M, Danimer Scientific Inc - $4.78M, Pfizer Inc - $1.5M, UnitedHealth Group Incorporated - $1.42M, and Abbott Laboratories - $1.3M. 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 $477.67M earned over time. The largest contributors to dividend income include iShares 10-20 Year Treasury Bond ETF - $101.23M, 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.
