DONNALEE GUERIN Portfolio
Invests via FOSTER DYKEMA CABOT & PARTNERS, LLC | Managed by Jeffrey McGrew, Vikram Soorma, F. Peter Fisher
Invests via FOSTER DYKEMA CABOT & PARTNERS, LLC
Managed by Jeffrey McGrew, Vikram Soorma, F. Peter Fisher
Automatically Tracked
DONNALEE GUERIN Profile
Seasoned investor and operator focused on private equity and real estate capital strategies. DONNALEE GUERIN is a senior executive with experience sourcing deals, structuring transactions and managing portfolio companies across asset-heavy sectors. Known for blending operational oversight with capital markets discipline, she has advised on growth financings, restructurings and exits. Market-facing skills include investor relations, due diligence and cross-border transaction execution.
Seasoned investor and operator focused on private equity and real estate capital strategies. DONNALEE GUERIN is a senior executive with experience sourcing deals, structuring transactions and managing portfolio companies across asset-heavy sectors. Known for blending operational oversight with capital markets discipline, she has advised on growth financings, restructurings and exits. Market-facing skills include investor relations, due diligence and cross-border transaction execution.
Investment Philosophy & Strategy
Combines operationally driven private equity and real estate investing with disciplined capital-structure engineering to unlock value in asset-heavy sectors. Prioritizes control or influential minority positions where hands-on governance, operational turnaround, and growth-capital deployment accelerate cash flow improvement and multiple expansion. Underwrites deals with scenario-based downside protection, liquidity pathway planning and staged financing. Time horizon is medium-to-long term with active portfolio management, regular KPI-driven interventions, and exit preparation via strategic sale, refinancing or public-market pathways. Cross-border execution and investor-relations discipline support complex transactions.
Combines operationally driven private equity and real estate investing with disciplined capital-structure engineering to unlock value in asset-heavy sectors. Prioritizes control or influential minority positions where hands-on governance, operational turnaround, and growth-capital deployment accelerate cash flow improvement and multiple expansion. Underwrites deals with scenario-based downside protection, liquidity pathway planning and staged financing. Time horizon is medium-to-long term with active portfolio management, regular KPI-driven interventions, and exit preparation via strategic sale, refinancing or public-market pathways. Cross-border execution and investor-relations discipline support complex transactions.
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:
63.25%
Gain -0.59%
Monthly
1.47%
Yearly
19.19%
Drawdown
16.86%
$1.82B
Equity
Holdings
$1.82B
Investment
$1.28B
$575.63M
Profit -$8.13M
Realized
$31.79M
Unrealized
$543.84M
Dividends
$62.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$8.13M
Win %
74%
This Week
Compared To Last Week
Gain
-1.36%
Profit
-$25.21M
Win %
74%
This Month
Compared to last month
Gain
0.4%
Profit
$7.23M
Win %
74%
This Year
Compared to last year
Gain
6.17%
Profit
$105.9M
Win %
73%
HONA Honeywell Aerospace Inc.
+3.77%
+$2,410.84 
SEDG SolarEdge Technologies Inc.
+3.52%
+$1,935.96 
INDB Independent Bank Corp.
+3.09%
+$195,729.63 
NI NiSource Inc.
+3.09%
+$637.5 
VSNT Versant Media Group, Inc.
+2.78%
+$4.35 
IDXX IDEXX Laboratories, Inc.
+2.77%
+$13,568.2 
EQNR Equinor ASA Sponsored ADR
+2.71%
+$2,381.4 
SLB Schlumberger Limited
+2.67%
+$145.77 
TRGP Targa Resources Corp.
+2.63%
+$549.82 
TTE TotalEnergies SE
+2.62%
+$976.93 
FDXF FedEx Freight Holding Company Inc.
+2.52%
+$92.07 
COP ConocoPhillips
+2.5%
+$4,625.65 
NOC Northrop Grumman Corporation
+2.5%
+$539,140.57 
F Ford Motor Company
+2.4%
+$85.84 
LMT Lockheed Martin Corporation
+2.31%
+$16,569.25 
RTX RTX Corporation
+2.28%
+$18,134.82 
SHEL Shell plc
+2.16%
+$5,212.48 
HAL Halliburton Company
+2.07%
+$125.8 
PEP PepsiCo, Inc.
+1.97%
+$21,687.16 
DVN Devon Energy Corporation
+1.97%
+$242.5 
NEM Newmont Corporation
+1.94%
+$513 
PM Philip Morris International Inc.
+1.93%
+$13,053.06 
AEP American Electric Power Company, Inc.
+1.92%
+$59.75 
CMCSA Comcast Corp
+1.91%
+$56.85 
PEG Public Service Enterprise Group Incorporated
+1.85%
+$678.6 
AEE Ameren Corporation
+1.85%
+$935.04 
XLE Energy Select Sector SPDR Fund
+1.78%
+$137.46 
CVX Chevron Corporation
+1.78%
+$2,675.86 
SO The Southern Company
+1.74%
+$3,340.25 
TJX The TJX Companies, Inc.
+1.7%
+$13,227.54 
MDLZ Mondelez International, Inc.
+1.61%
+$1,886.89 
ROK Rockwell Automation, Inc.
+1.57%
+$423.68 
ED Consolidated Edison, Inc.
+1.55%
+$2,781.2 
HDB HDFC Bank Limited ADR
+1.49%
+$193.9 
XOM Exxon Mobil Corporation
+1.47%
+$14,420.06 
GD General Dynamics Corporation
+1.46%
+$2,926.36 
C Citigroup Inc.
+1.44%
+$177.5 
OTIS Otis Worldwide Corporation
+1.38%
+$1,325.02 
HSY The Hershey Company
+1.37%
+$1,120.56 
LHX L3Harris Technologies, Inc.
+1.36%
+$9.78 
KO The Coca-Cola Company
+1.31%
+$14,385.29 
MO Altria Group, Inc.
+1.3%
+$3,360 
D Dominion Energy, Inc.
+1.29%
+$445.5 
JPM JPMorgan Chase & Co.
+1.27%
+$504,758.88 
GE General Electric Company
+1.18%
+$5,134.33 
ZTS Zoetis Inc.
+1.17%
+$153.64 
SRE Sempra
+1.17%
+$1,570.56 
MAR Marriott International Inc. - Class A
+1.17%
+$6,178.51 
NEE NextEra Energy, Inc.
+1.17%
+$2,283.44 
COST Costco Wholesale Corporation
+1.16%
+$511,530.55 
DOV Dover Corporation
+1.16%
+$2,420.46 
WFC Wells Fargo & Company
+1.15%
+$689.7 
MNST Monster Beverage Corporation
+1.14%
+$28.84 
BLK BlackRock, Inc.
+1.13%
+$11,171.05 
XYL Xylem Inc.
+1.12%
+$1,166.96 
VPU Vanguard Utilities ETF
+1.12%
+$100.5 
ES Eversource Energy
+1.11%
+$3,335.43 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.11%
+$2.2 
RCL Royal Caribbean Group
+1.1%
+$320.32 
PSX Phillips 66
+1.09%
+$3,700.36 
LIN Linde plc
+1.09%
+$1,090.11 
PNC The PNC Financial Services Group, Inc.
+1.09%
+$147.42 
DTE DTE Energy Company
+1.07%
+$345 
GM General Motors Company
+1.07%
+$29.54 
MRK Merck & Co., Inc.
+1.06%
+$13,327.17 
NRG NRG Energy, Inc.
+1.05%
+$22.68 
CMI Cummins Inc.
+1.03%
+$2,734.03 
XEL Xcel Energy Inc.
+1%
+$801.75 
TXN Texas Instruments Inc
+1%
+$2,752.2 
SYK Stryker Corporation
+0.98%
+$201.95 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.95%
+$219.72 
KR Kroger Co.
+0.93%
+$22.62 
PG Procter & Gamble Co
+0.91%
+$37,004.06 
LOW Lowe's Companies Inc.
+0.9%
+$1,867.36 
CPK Chesapeake Utilities Corporation
+0.89%
+$203 
HII Huntington Ingalls Industries Inc.
+0.89%
+$7.11 
BRK-B Berkshire Hathaway Inc.
+0.88%
+$256,696.64 
CARR Carrier Global Corporation
+0.85%
+$1,082.88 
CL Colgate-Palmolive Company
+0.84%
+$2,496 
LLY Eli Lilly and Company
+0.82%
+$288,657.5 
ACN Accenture plc Class A
+0.82%
+$506.46 
HD The Home Depot, Inc.
+0.82%
+$2,419.44 
TT Trane Technologies plc
+0.82%
+$891.47 
APO Apollo Global Management, Inc.
+0.81%
+$32.76 
MRSH Marsh & McLennan Companies, Inc.
+0.78%
+$2,034.35 
ORLY O'Reilly Automotive Inc.
+0.75%
+$1,423.1 
DLR Digital Realty Trust, Inc.
+0.73%
+$378.46 
FAST Fastenal Co.
+0.71%
+$180.72 
HIG The Hartford Insurance Group, Inc.
+0.71%
+$141.75 
FISV Fiserv, Inc.
+0.7%
+$66.6 
AAPL Apple Inc.
+0.69%
+$219,501.24 
KMB Kimberly-Clark Corporation
+0.67%
+$122.5 
DG Dollar General Corporation
+0.67%
+$5.4 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+0.66%
+$1,994.65 
WMT Walmart Inc.
+0.65%
+$12,272.26 
ADI Analog Devices, Inc.
+0.65%
+$2,612.13 
CI The Cigna Group
+0.64%
+$59.05 
ITW Illinois Tool Works Inc.
+0.64%
+$429.04 
GEV GE Vernova Inc.
+0.62%
+$2,010.24 
V Visa Inc. Class A
+0.6%
+$9,302.4 
ISRG Intuitive Surgical, Inc.
+0.59%
+$373.38 
T AT&T Inc.
+0.57%
+$125.55 
ZBH Zimmer Biomet Holdings, Inc.
+0.55%
+$221 
ABBV AbbVie Inc.
+0.55%
+$5,932.36 
JNJ Johnson & Johnson
+0.55%
+$7,162.67 
CB Chubb Limited
+0.49%
+$2,750.1 
SDY SPDR S&P Dividend ETF
+0.49%
+$87.4 
NVS Novartis AG Sponsored ADR
+0.49%
+$809.56 
SPGI S&P Global Inc.
+0.49%
+$5,903.84 
DIS The Walt Disney Company
+0.47%
+$2,680.57 
ASML ASML Holding N.V. New York Registry Shares
+0.44%
+$499.8 
KNSL Kinsale Capital Group Inc.
+0.44%
+$1,491.52 
OZK Bank OZK
+0.44%
+$68.2 
DXJ WisdomTree Japan Hedged Equity Fund
+0.4%
+$144 
CME CME Group Inc.
+0.38%
+$156.2 
AXP American Express Company
+0.37%
+$133,708.21 
PFE Pfizer Inc.
+0.36%
+$538.65 
EFV iShares MSCI EAFE Value ETF
+0.34%
+$49.82 
TD The Toronto-Dominion Bank
+0.29%
+$326.9 
BAC Bank of America Corporation
+0.29%
+$84.75 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.29%
+$112.32 
AMGN Amgen Inc.
+0.29%
+$525 
IRM Iron Mountain Inc.
+0.28%
+$37.51 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$33.62 
ADP Automatic Data Processing Inc.
+0.25%
+$2,246.43 
SOLS Sollensys Corp
+0.25%
+$3.75 
VTV Vanguard Value ETF
+0.25%
+$929.5 
FCX Freeport-McMoRan Inc.
+0.24%
+$4.08 
RWO SPDR Dow Jones Global Real Estate ETF
+0.23%
+$5.83 
NTRS Northern Trust Corporation
+0.22%
+$611.64 
WM Waste Management, Inc.
+0.21%
+$60,360.22 
VGK Vanguard FTSE Europe ETF
+0.2%
+$197.93 
VNQ Vanguard Real Estate ETF
+0.19%
+$9.86 
MCD McDonald's Corporation
+0.18%
+$1,848.75 
ICE Intercontinental Exchange, Inc.
+0.17%
+$51.3 
BSX Boston Scientific Corporation
+0.16%
+$28 
IEFA iShares Core MSCI EAFE ETF
+0.14%
+$37,252.18 
TEL TE Connectivity plc
+0.11%
+$744.02 
EFA iShares MSCI EAFE ETF
+0.1%
+$23.4 
IVE ISHARES S&P 500 VALUE ETF
+0.08%
+$97.28 
CAT Caterpillar Inc.
+0.07%
+$801.89 
DFUV Dimensional US Marketwide Value ETF
+0.07%
+$97.16 
VNT Vontier Corporation
+0.06%
+$0.34 
GEHC GE HealthCare Technologies Inc.
+0.06%
+$11.52 
ABT Abbott Laboratories
+0.04%
+$256.41 
CVS CVS Health Corporation
+0.04%
+$2.52 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$125 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.04%
+$14.22 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$20.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.04%
+$254.85 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$73.92 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$56 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$48,315.85 
DFAT Dimensional US Targeted Value ETF
+0.01%
+$4.88 
ATAI AtaiBeckley Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 
MRNA Moderna, Inc.
-10.04%
-$237.45 
NBIS Nebius Group N.V.
-9.62%
-$7,034.44 
LCID Lucid Group, Inc.
-9.09%
-$13.68 
S SentinelOne Inc.
-8.69%
-$6,104.21 
PANW Palo Alto Networks, Inc.
-7.37%
-$1,637.4 
CRWD CrowdStrike Holdings, Inc.
-6.99%
-$6,361.2 
PLTR Palantir Technologies Inc.
-6.51%
-$430.65 
FLEX Flex Ltd.
-5.94%
-$1,058.85 
STX Seagate Technology Holdings plc
-5.22%
-$216.54 
INTC Intel Corporation
-3.93%
-$22,695 
MU Micron Technology, Inc.
-3.59%
-$1,569.8 
ARKK ARK Innovation ETF Fund
-3.58%
-$747.86 
AMD Advanced Micro Devices, Inc.
-3.51%
-$3,732.75 
ORCL Oracle Corporation
-3.42%
-$12,806.26 
TMC TMC the metals company Inc.
-3.37%
-$2,287.17 
CRSP Crispr Therapeutics AG
-3.35%
-$17.25 
LRCX Lam Research Corporation
-3.21%
-$44.6 
AVGO Broadcom Inc.
-3.15%
-$823,090.47 
AMAT Applied Materials, Inc.
-2.69%
-$3,696 
META Meta Platforms Inc Class A
-2.63%
-$1,279.08 
KLAC KLA Corporation
-2.6%
-$3,895.81 
NFLX Netflix, Inc.
-2.49%
-$9,918.8 
CRM Salesforce Inc
-2.48%
-$2,034.63 
SOLV Solventum Corporation
-2.23%
-$327.32 
MTB M&T Bank Corporation
-2.2%
-$5,242.89 
TER Teradyne, Inc.
-2.17%
-$37.25 
SCHW Charles Schwab Corporation
-2.06%
-$225.04 
XLK State Street Technology Select Sector SPDR ETF
-2.01%
-$205,777.6 
MSFT Microsoft Corp.
-1.92%
-$1.19M 
MTUM iShares MSCI USA Momentum Factor ETF
-1.88%
-$460.08 
GOOGL Alphabet Inc
-1.86%
-$1.07M 
CSCO Cisco Systems, Inc.
-1.79%
-$27,565.02 
CDW CDW Corporation
-1.78%
-$252.54 
WAT Waters Corporation
-1.77%
-$2,773.76 
GOOG Alphabet Inc
-1.76%
-$187,233.6 
SPCX Space Exploration Technologies Corp. Class A
-1.76%
-$5,240 
RAL Ralliant Corporation
-1.76%
-$16.94 
EBAY eBay Inc.
-1.67%
-$45.1 
FSLR First Solar, Inc.
-1.67%
-$447 
ETN Eaton Corporation plc
-1.64%
-$589,054.63 
SHOP Shopify Inc.
-1.62%
-$692.4 
QQQ Invesco QQQ Trust, Series 1
-1.61%
-$17,877.6 
LH Labcorp Holdings Inc.
-1.53%
-$632.46 
TSLA Tesla, Inc.
-1.53%
-$7,758.9 
IWF iShares Russell 1000 Growth ETF
-1.47%
-$76,929.58 
RMD ResMed Inc.
-1.45%
-$435.24 
VOX Vanguard Communication Services ETF
-1.45%
-$515.2 
STT State Street Corp
-1.44%
-$718.18 
NVT nVent Electric plc
-1.42%
-$343.62 
BX Blackstone Inc.
-1.38%
-$1,288.28 
BDX Becton, Dickinson and Company
-1.37%
-$242.51 
VUG Vanguard Growth ETF
-1.35%
-$10,133.1 
WSO Watsco Inc.
-1.35%
-$3,280.5 
APH Amphenol Corporation
-1.31%
-$2.09M 
IWM iShares Russell 2000 ETF
-1.29%
-$6,317.21 
AMZN Amazon.com Inc
-1.27%
-$759,650.06 
ALB Albemarle Corporation
-1.25%
-$8.61 
MELI MercadoLibre, Inc.
-1.25%
-$1,047.37 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.24%
-$12,594.75 
IUSG iShares Core S&P U.S. Growth ETF
-1.22%
-$497.96 
IEMG iShares Core MSCI Emerging Markets ETF
-1.19%
-$1,027.65 
TMO Thermo Fisher Scientific Inc.
-1.19%
-$345,568.65 
FIX Comfort Systems USA, Inc.
-1.17%
-$468.45 
EMBC Embecta Corp.
-1.16%
-$1.43 
PWR Quanta Services Inc.
-1.16%
-$711,685.51 
EL The Estée Lauder Companies Inc. Class A
-1.11%
-$21.42 
CHPT ChargePoint Holdings, Inc.
-1.11%
-$0.72 
VRTX Vertex Pharmaceuticals Incorporated
-1.07%
-$317,451.38 
SPEM SPDR Portfolio Emerging Markets ETF
-1.06%
-$106.82 
UBER Uber Technologies, Inc.
-1.05%
-$25.5 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.03%
-$35.52 
VWO Vanguard FTSE Emerging Markets ETF
-1.02%
-$1,381.8 
A Agilent Technologies Inc.
-1.02%
-$2,362.8 
IBIT iShares Bitcoin Trust
-1%
-$489.64 
AZN AstraZeneca PLC American Depositary Shares
-1%
-$1,361.19 
VB Vanguard Small-Cap ETF
-0.95%
-$3,541.82 
SAN Banco Santander S.A. Sponsored ADR
-0.93%
-$634.5 
SAP SAP SE Sponsored ADR
-0.92%
-$372.6 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-0.89%
-$472.06 
BAX Baxter International Inc.
-0.85%
-$306.24 
FIS Fidelity National Information Services, Inc.
-0.8%
-$174 
HSIC Henry Schein, Inc.
-0.78%
-$1,104.97 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$930.09 
IWR iShares Russell Mid-Cap ETF
-0.76%
-$4,572.47 
LPLA LPL Financial Holdings Inc.
-0.75%
-$29.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$149,590.88 
SUSA iShares MSCI USA ESG Select ETF
-0.73%
-$1,153.9 
FDX FedEx Corporation
-0.73%
-$144.05 
DFUS Dimensional U.S. Equity Market ETF
-0.72%
-$4,495.15 
SHW The Sherwin-Williams Company
-0.71%
-$313.3 
DFAS Dimensional U.S. Small Cap ETF
-0.7%
-$504.9 
EMR Emerson Electric Co.
-0.69%
-$1,880.99 
QCOM QUALCOMM Incorporated
-0.68%
-$2,678.92 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.67%
-$42,853.18 
EPAM Epam Systems Inc.
-0.67%
-$4.1 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$2.13M 
IVV iShares Core S&P 500 ETF
-0.66%
-$20,736.54 
IWB iShares Russell 1000 ETF
-0.66%
-$177.28 
VOO Vanguard S&P 500 ETF
-0.65%
-$36,786.09 
IJR iShares Core S&P Small-Cap ETF
-0.64%
-$2,247.52 
ESGU iShares ESG Aware MSCI USA ETF
-0.64%
-$1,879.2 
IJH iShares Core S&P Mid-Cap ETF
-0.64%
-$1,572.63 
GILD Gilead Sciences Inc.
-0.59%
-$36.27 
VT Vanguard Total World Stock ETF
-0.59%
-$2,016.8 
IBM International Business Machines Corporation
-0.58%
-$2,695.52 
CHE Chemed Corporation
-0.58%
-$80.46 
MDY SPDR S&P MidCap 400 ETF Trust
-0.57%
-$290.32 
PAYX Paychex Inc.
-0.56%
-$243.04 
QUAL iShares MSCI USA Quality Factor ETF
-0.52%
-$23.6 
MMM 3M Company
-0.47%
-$522.6 
UNP Union Pacific Corporation
-0.45%
-$3,596.19 
VLTO Veralto Corporation
-0.45%
-$11.7 
ECL Ecolab Inc.
-0.43%
-$1,686.24 
VO Vanguard Mid-Cap ETF
-0.43%
-$3,567.2 
BKNG Booking Holdings Inc.
-0.42%
-$120.75 
ROP Roper Technologies Inc.
-0.41%
-$47.1 
RJF Raymond James Financial Inc.
-0.41%
-$320 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.41%
-$7,563.76 
PLD Prologis Inc.
-0.4%
-$4,155.99 
GS The Goldman Sachs Group, Inc.
-0.39%
-$132,062.74 
CSX CSX Corporation
-0.39%
-$190 
AMP Ameriprise Financial, Inc.
-0.37%
-$35.72 
WSM Williams-Sonoma, Inc.
-0.36%
-$111.02 
VEU Vanguard FTSE All-World ex-US ETF
-0.36%
-$5,486.7 
KRBN KraneShares Global Carbon Strategy ETF
-0.35%
-$1,283.4 
USMV iShares MSCI USA Min Vol Factor ETF
-0.34%
-$12.25 
NVO Novo Nordisk A/S Sponsored ADR
-0.33%
-$588.38 
HAS Hasbro Inc.
-0.33%
-$2.27 
HUBB Hubbell Inc.
-0.32%
-$41.44 
MTD Mettler-Toledo International Inc.
-0.31%
-$123.36 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.31%
-$156.42 
IJS iShares S&P Small-Cap 600 Value ETF
-0.31%
-$10.4 
DHR Danaher Corporation
-0.3%
-$1,575 
WAB Wabtec Corporation
-0.27%
-$17.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.27%
-$1,202.04 
SLV iShares Silver Trust
-0.26%
-$168.88 
KKR KKR & Co. Inc.
-0.26%
-$45 
SSTI SoundThinking Inc.
-0.24%
-$115.46 
PSLV Sprott Physical Silver Trust
-0.24%
-$1,384.84 
IAU iShares Gold Trust
-0.24%
-$203.31 
EQX Equinox Gold Corp.
-0.23%
-$508.05 
FTV Fortive Corporation
-0.23%
-$5.46 
GLD SPDR Gold Shares
-0.23%
-$585.65 
REGN Regeneron Pharmaceuticals, Inc.
-0.22%
-$5.34 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.21%
-$15.18 
NVDA NVIDIA Corporation
-0.21%
-$84,222.45 
EFG iShares MSCI EAFE Growth ETF
-0.2%
-$20.16 
PGC Peapack-Gladstone Financial Corporation
-0.2%
-$104.64 
LDOS Leidos Holdings Inc.
-0.19%
-$4.32 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.19%
-$33.63 
NSC Norfolk Southern Corporation
-0.19%
-$54.56 
PRF Invesco FTSE RAFI US 1000 ETF
-0.17%
-$18.05 
PHYS Sprott Physical Gold Trust
-0.11%
-$2,027.97 
RSG Republic Services, Inc.
-0.1%
-$29.26 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.1%
-$0.06 
MS Morgan Stanley
-0.08%
-$970.95 
MA Mastercard Incorporated
-0.08%
-$13.3 
IEI iShares 3-7 Year Treasury Bond ETF
-0.07%
-$4.27 
CTAS Cintas Corporation
-0.06%
-$19,878.64 
BMY Bristol-Myers Squibb Company
-0.06%
-$47.18 
IWD iShares Russell 1000 Value ETF
-0.06%
-$1,389.24 
URI United Rentals, Inc.
-0.03%
-$11.31 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.02%
-$49.35 Events
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Dividends
Dividend Analysis
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| Trades 2021 | Longs Won 1308/2021 64% | Profit Factor 28.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.05M |
| Average Win $456,103.19 | Best Trade (Oct 15) $126.05M | Sharpe Ratio -12.92 |
| Average Loss -$29,392.49 | Worst Trade (Dec 31) -$4.62M | Z-Score 3.29 (99.9%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w | Expectancy $284,822.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.13% |
| Consecutive Losing Trades | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,320 | $183,831 | $229,363.2 | - | $45,532.2 | 24.77% | -1.02% |
| AAPL Apple Inc. | 93,009 | $19M | $32.03M | - | $13.03M | 68.57% | +0.69% |
| ABBV AbbVie Inc. | 3,815 | $686,382.07 | $1.09M | - | $400,721.25 | 58.38% | +0.549% |
| ABT Abbott Laboratories | 5,698 | $687,087.94 | $596,723.05 | - | -$90,364.89 | -13.15% | +0.043% |
| ACN Accenture plc Class A | 276 | $79,415.7 | $62,584.38 | - | -$16,831.32 | -21.19% | +0.816% |
| ADI Analog Devices, Inc. | 997 | $219,352.47 | $405,350.29 | - | $185,997.82 | 84.79% | +0.649% |
| ADP Automatic Data Processing Inc. | 3,120 | $781,631.43 | $893,474.4 | - | $111,842.97 | 14.31% | +0.252% |
| AEE Ameren Corporation | 487 | $37,440.31 | $51,466.16 | - | $14,025.85 | 37.46% | +1.85% |
| AEP American Electric Power Company, Inc. | 25 | $2,837.88 | $3,167 | - | $329.12 | 11.6% | +1.923% |
| ALB Albemarle Corporation | 7 | $993 | $678.65 | - | -$314.35 | -31.66% | -1.253% |
| AMAT Applied Materials, Inc. | 320 | $65,315.29 | $133,907.2 | - | $68,591.91 | 105.02% | -2.686% |
| AMD Advanced Micro Devices, Inc. | 189 | $30,754.49 | $102,528.72 | - | $71,774.23 | 233.38% | -3.513% |
| AMGN Amgen Inc. | 420 | $121,444.52 | $182,817.6 | - | $61,373.08 | 50.54% | +0.288% |
| AMP Ameriprise Financial, Inc. | 19 | $9,316 | $9,513.3 | - | $197.3 | 2.12% | -0.374% |
| AMZN Amazon.com Inc | 234,823 | $36.21M | $59.06M | - | $22.85M | 63.11% | -1.27% |
| APH Amphenol Corporation | 1.96M | $24.98M | $157.69M | - | $132.71M | 531.15% | -1.307% |
| APO Apollo Global Management, Inc. | 36 | $5,211 | $4,060.08 | - | -$1,150.92 | -22.09% | +0.813% |
| ARKK ARK Innovation ETF Fund | 244 | $12,778 | $20,160.5 | - | $7,382.5 | 57.78% | -3.577% |
| ASML ASML Holding N.V. New York Registry Shares | 68 | $56,660.77 | $113,205.72 | - | $56,544.95 | 99.8% | +0.443% |
| ATAI AtaiBeckley Inc. | 2,045 | $10,777 | $10,777 | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for DONNALEE GUERIN?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Ultra-Short Income ETF - $20.18M, iShares Short Treasury Bond ETF - $13.06M, Amphenol Corporation - $11.71M, SPDR S&P 500 ETF Trust - $9.95M, and Quanta Services Inc - $6.25M. 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: Synopsys, Inc - $4.81M, Prologis Inc - $3.35M, KKR & Co. Inc - $2.56M, Zoetis Inc - $562,182.91, and Accenture plc Class A - $490,745.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does DONNALEE GUERIN's portfolio generate?
The portfolio generates substantial dividend income, with a total of $62.56M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $20.16M, iShares Short Treasury Bond ETF - $12.98M, SPDR S&P 500 ETF Trust - $8.33M, JPMorgan Chase & Co - $2M, and iShares Core MSCI EAFE ETF - $1.92M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are DONNALEE GUERIN's monthly returns?
DONNALEE GUERIN'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 DONNALEE GUERIN's strategy be considered aggressive or moderate?
DONNALEE GUERIN'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 DONNALEE GUERIN's strategy?
DONNALEE GUERIN's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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