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:
62.01%
Gain -0.66%
Monthly
1.52%
Yearly
19.82%
Drawdown
16.86%
$1.82B
Equity
Holdings
$1.82B
Investment
$1.28B
$566.35M
Profit -$9.12M
Realized
$31.79M
Unrealized
$534.56M
Dividends
$58.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$9.12M
Win %
74%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$10.43M
Win %
74%
This Month
Compared to last month
Gain
-0.5%
Profit
-$9.12M
Win %
74%
This Year
Compared to last year
Gain
5.63%
Profit
$96.62M
Win %
73%
KLAC KLA Corporation
+4.01%
+$6,647.79 
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$4,481.2 
ETN Eaton Corporation plc
+3.22%
+$1.28M 
COP ConocoPhillips
+2.35%
+$3,765.67 
SBUX Starbucks Corporation
+1.92%
+$2,038.14 
BSX Boston Scientific Corporation
+1.45%
+$292 
SOLS Sollensys Corp
+1.31%
+$19.75 
LOW Lowe's Companies Inc.
+1.08%
+$2,514.57 
ABT Abbott Laboratories
+1.01%
+$6,267.8 
CVX Chevron Corporation
+0.9%
+$1,202.25 
VLTO Veralto Corporation
+0.89%
+$22.36 
ACN Accenture plc Class A
+0.88%
+$433.32 
WBD Warner Bros. Discovery, Inc.
+0.74%
+$10.2 
META Meta Platforms Inc Class A
+0.71%
+$277.2 
TSLA Tesla, Inc.
+0.58%
+$2,698.14 
KMB Kimberly-Clark Corporation
+0.51%
+$96.25 
MTB M&T Bank Corporation
+0.41%
+$1,122.7 
MDLZ Mondelez International, Inc.
+0.41%
+$464.75 
DIS The Walt Disney Company
+0.34%
+$1,821.75 
INTC Intel Corporation
+0.2%
+$1,149.88 
NSC Norfolk Southern Corporation
+0.2%
+$57.2 
PM Philip Morris International Inc.
+0.12%
+$744.92 
IEI iShares 3-7 Year Treasury Bond ETF
+0.09%
+$5.7 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.06%
+$10.62 
A Agilent Technologies Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
AEE Ameren Corporation
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
ATAI AtaiBeckley Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.76 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BAX Baxter International Inc.
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
BLK BlackRock, Inc.
0%
-$0.02 
BMY Bristol-Myers Squibb Company
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
-$0.03 
CB Chubb Limited
0%
+$0.02 
CDW CDW Corporation
0%
$0 
CHE Chemed Corporation
0%
$0 
CHPT ChargePoint Holdings, Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CMI Cummins Inc.
0%
$0 
CMCSA Comcast Corp
0%
$0 
CME CME Group Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CPK Chesapeake Utilities Corporation
0%
$0 
CRSP Crispr Therapeutics AG
0%
$0 
CRM Salesforce Inc
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTAS Cintas Corporation
0%
-$1.53 
CSX CSX Corporation
0%
$0 
CVS CVS Health Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DG Dollar General Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DOV Dover Corporation
0%
-$0.01 
DTE DTE Energy Company
0%
$0 
DVN Devon Energy Corporation
0%
$0 
EBAY eBay Inc.
0%
$0 
ECL Ecolab Inc.
0%
+$0.01 
ED Consolidated Edison, Inc.
0%
$0 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
EMBC Embecta Corp.
0%
$0 
EMR Emerson Electric Co.
0%
-$0.02 
EPAM Epam Systems Inc.
0%
$0 
EQNR Equinor ASA Sponsored ADR
0%
$0 
EQX Equinox Gold Corp.
0%
$0 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
0%
$0 
F Ford Motor Company
0%
$0 
FAST Fastenal Co.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FLEX Flex Ltd.
0%
$0 
FSLR First Solar, Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
-$0.01 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.38 
HAL Halliburton Company
0%
$0 
HAS Hasbro Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HDB HDFC Bank Limited ADR
0%
$0 
HII Huntington Ingalls Industries Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HSIC Henry Schein, Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
HUBB Hubbell Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
-$0.01 
INDB Independent Bank Corp.
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KNSL Kinsale Capital Group Inc.
0%
-$0.01 
KO The Coca-Cola Company
0%
$0 
LCID Lucid Group, Inc.
0%
$0 
LDOS Leidos Holdings Inc.
0%
$0 
LH Labcorp Holdings Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
-$1.12 
LMT Lockheed Martin Corporation
0%
+$0.04 
LPLA LPL Financial Holdings Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MELI MercadoLibre, Inc.
0%
$0 
MMM 3M Company
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRNA Moderna, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.23 
MTD Mettler-Toledo International Inc.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NI NiSource Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
+$0.01 
NVT nVent Electric plc
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
OZK Bank OZK
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PAYX Paychex Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.01 
PG Procter & Gamble Co
0%
$0 
PGC Peapack-Gladstone Financial Corporation
0%
$0 
PLD Prologis Inc.
0%
+$0.08 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
+$0.96 
QCOM QUALCOMM Incorporated
0%
$0 
RCL Royal Caribbean Group
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RJF Raymond James Financial Inc.
0%
$0 
RMD ResMed Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
S SentinelOne Inc.
0%
$0 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SEDG SolarEdge Technologies Inc.
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHEL Shell plc
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SLB Schlumberger Limited
0%
$0 
SO The Southern Company
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SRE Sempra
0%
$0 
SSTI SoundThinking Inc.
0%
$0 
STT State Street Corp
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SYK Stryker Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TER Teradyne, Inc.
0%
$0 
TEL TE Connectivity plc
0%
$0 
TMC TMC the metals company Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
+$0.03 
URI United Rentals, Inc.
0%
$0 
V Visa Inc. Class A
0%
-$0.04 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$1.75 
WAB Wabtec Corporation
0%
$0 
WAT Waters Corporation
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
-$1.28 
WMT Walmart Inc.
0%
$0 
WSM Williams-Sonoma, Inc.
0%
$0 
WSO Watsco Inc.
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.06 
XYL Xylem Inc.
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DXJ WisdomTree Japan Hedged Equity Fund
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
+$0.01 
ESGU iShares ESG Aware MSCI USA ETF
0%
-$0.02 
GLD SPDR Gold Shares
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.01 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJS iShares S&P Small-Cap 600 Value ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.04 
IWB iShares Russell 1000 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$0.02 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
-$0.01 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
KRBN KraneShares Global Carbon Strategy ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RWO SPDR Dow Jones Global Real Estate ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
-$0.02 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SUSA iShares MSCI USA ESG Select ETF
0%
-$0.01 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.01 
VOX Vanguard Communication Services ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.16 
VGK Vanguard FTSE Europe ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.01 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
-$0.01 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.54 
XLE Energy Select Sector SPDR Fund
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
FISV Fiserv, Inc.
0%
$0 
SOLV Solventum Corporation
0%
$0 
GEV GE Vernova Inc.
0%
+$0.01 
NBIS Nebius Group N.V.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PSLV Sprott Physical Silver Trust
0%
$0 
RAL Ralliant Corporation
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
+$0.01 
VSNT Versant Media Group, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 G200
G2004J103
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$2.26M 
ORCL Oracle Corporation
-3.69%
-$15,523.6 
AMZN Amazon.com Inc
-2.09%
-$1.37M 
AZN AstraZeneca PLC American Depositary Shares
-1.95%
-$2,591.2 
TJX The TJX Companies, Inc.
-1.94%
-$16,595.09 
ALB Albemarle Corporation
-1.41%
-$12.95 
FDXF FedEx Freight Holding Company Inc.
-1.3%
-$60.72 
NVO Novo Nordisk A/S Sponsored ADR
-1.17%
-$2,534.56 
AAPL Apple Inc.
-1.09%
-$311,580.15 
CL Colgate-Palmolive Company
-0.9%
-$2,688 
IBIT iShares Bitcoin Trust
-0.8%
-$305.37 
MO Altria Group, Inc.
-0.78%
-$1,785 
VNT Vontier Corporation
-0.47%
-$2.72 
KR Kroger Co.
-0.41%
-$8.97 
LIN Linde plc
-0.39%
-$391.79 
NOC Northrop Grumman Corporation
-0.38%
-$94,851.23 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$3,697.76 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$1.03M 
FTV Fortive Corporation
-0.11%
-$2.94 
ES Eversource Energy
-0.06%
-$181.52 
NVDA NVIDIA Corporation
-0.02%
-$9,358.05 
TTE TotalEnergies SE
-0.01%
-$4.22 
BKNG Booking Holdings Inc.
-0.01%
-$1.75 
ADP Automatic Data Processing Inc.
0%
-$15.57 
ADI Analog Devices, Inc.
0%
-$4.99 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
0%
-$2.84 
SDG iShares MSCI Global Sustainable Development Goals ETF
0%
-$10.71 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2021 | Longs Won 1307/2021 64% | Profit Factor 30.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.96M |
| Average Win $448,182.52 | Best Trade (Aug 17) $127.5M | Sharpe Ratio -13.44 |
| Average Loss -$27,204.55 | Worst Trade (Dec 31) -$4.62M | Z-Score 4.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 5d | Expectancy $280,232.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,320 | $183,831 | $196,310.4 | - | $12,479.4 | 6.79% | 0.0 |
| AAPL Apple Inc. | 93,009 | $19M | $28.36M | - | $9.36M | 49.26% | -1.087% |
| ABBV AbbVie Inc. | 3,815 | $686,382.07 | $946,005.55 | - | $259,623.48 | 37.82% | 0.0 |
| ABT Abbott Laboratories | 5,698 | $687,087.94 | $625,184.56 | - | -$61,903.38 | -9.01% | +1.013% |
| ACN Accenture plc Class A | 276 | $79,415.7 | $49,630.32 | - | -$29,785.38 | -37.51% | +0.881% |
| ADI Analog Devices, Inc. | 997 | $219,352.47 | $382,773.22 | - | $163,420.75 | 74.5% | -0.001% |
| ADP Automatic Data Processing Inc. | 3,120 | $781,631.43 | $853,866 | - | $72,234.57 | 9.24% | -0.002% |
| AEE Ameren Corporation | 487 | $37,440.31 | $52,109 | - | $14,668.69 | 39.18% | 0.0 |
| AEP American Electric Power Company, Inc. | 25 | $2,837.88 | $3,071 | - | $233.12 | 8.21% | 0.0 |
| ALB Albemarle Corporation | 7 | $993 | $905.52 | - | -$87.48 | -8.81% | -1.41% |
| AMAT Applied Materials, Inc. | 320 | $65,315.29 | $167,078.4 | - | $101,763.11 | 155.8% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 189 | $30,754.49 | $88,746.84 | - | $57,992.35 | 188.57% | 0.0 |
| AMGN Amgen Inc. | 420 | $121,444.52 | $175,224 | - | $53,779.48 | 44.28% | 0.0 |
| AMP Ameriprise Financial, Inc. | 19 | $9,316 | $10,593.07 | - | $1,277.07 | 13.71% | 0.0 |
| AMZN Amazon.com Inc | 234,823 | $36.21M | $63.94M | - | $27.73M | 76.57% | -2.093% |
| APH Amphenol Corporation | 980,368 | $24.98M | $82.2M | - | $57.22M | 229.03% | 0.0 |
| APO Apollo Global Management, Inc. | 36 | $5,211 | $4,752.72 | - | -$458.28 | -8.79% | 0.0 |
| ARKK ARK Innovation ETF Fund | 244 | $12,778 | $19,627.36 | - | $6,849.36 | 53.6% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 68 | $56,660.77 | $122,357.84 | - | $65,697.07 | 115.95% | +3.802% |
| ATAI AtaiBeckley Inc. | 2,045 | $8,384.5 | $14,826.25 | - | $6,441.75 | 76.83% | 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 - $19.35M, iShares Short Treasury Bond ETF - $12.33M, Amphenol Corporation - $11.46M, SPDR S&P 500 ETF Trust - $9.16M, and Quanta Services Inc - $6.24M. 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 - $3.36M, KKR & Co. Inc - $2.56M, Zoetis Inc - $562,182.91, and Accenture plc Class A - $491,217.45. 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 $58.49M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $19.33M, iShares Short Treasury Bond ETF - $12.26M, SPDR S&P 500 ETF Trust - $7.54M, iShares Core MSCI EAFE ETF - $1.92M, and JPMorgan Chase & Co - $1.81M. 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.
