Jeffrey Steele Portfolio
Invests via Silverlake Wealth Management LLC | Managed by Jeffrey D. Steele, Thomas J. Golonka, Greg Steele, Theodore M. Riehle III
Invests via Silverlake Wealth Management LLC
Managed by Jeffrey D. Steele, Thomas J. Golonka, Greg Steele, Theodore M. Riehle III
Automatically Tracked
Jeffrey Steele Profile
With an extensive background in the technology sector, Jeffrey Steele has cultivated a reputation as an innovative leader. His career reflects significant accomplishments at the intersection of entrepreneurship and operational management, showcasing his ability to spearhead transformative initiatives within fast-paced environments. As a seasoned founder and executive, he is adept at driving growth through strategic partnerships and cutting-edge product development. Steele's insights into market dynamics position him uniquely to navigate complex business landscapes effectively. Additionally, his commitment to fostering talent and leveraging technological advancements aligns with emerging investment trends.
With an extensive background in the technology sector, Jeffrey Steele has cultivated a reputation as an innovative leader. His career reflects significant accomplishments at the intersection of entrepreneurship and operational management, showcasing his ability to spearhead transformative initiatives within fast-paced environments. As a seasoned founder and executive, he is adept at driving growth through strategic partnerships and cutting-edge product development. Steele's insights into market dynamics position him uniquely to navigate complex business landscapes effectively. Additionally, his commitment to fostering talent and leveraging technological advancements aligns with emerging investment trends.
Investment Philosophy & Strategy
Market insights drive Jeffrey Steele's investment approach, reflecting his rich experience in technology and entrepreneurship. His strategic decisions often emphasize disruptive innovations that capture emerging trends, leveraging operational acumen to enhance scalability. Known for identifying high-potential startups, he prioritizes companies with robust growth trajectories and a clear vision for market expansion. This focus is complemented by an entrepreneurial mindset that thrives on adaptability and responsiveness to shifting industry dynamics. As an investor, creating long-lasting value through meaningful collaborations stands central to his strategy.
Market insights drive Jeffrey Steele's investment approach, reflecting his rich experience in technology and entrepreneurship. His strategic decisions often emphasize disruptive innovations that capture emerging trends, leveraging operational acumen to enhance scalability. Known for identifying high-potential startups, he prioritizes companies with robust growth trajectories and a clear vision for market expansion. This focus is complemented by an entrepreneurial mindset that thrives on adaptability and responsiveness to shifting industry dynamics. As an investor, creating long-lasting value through meaningful collaborations stands central to his strategy.
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:
60.12%
Gain +0.96%
Monthly
0.78%
Yearly
9.79%
Drawdown
17.46%
$509.45M
Equity
Holdings
$509.45M
Investment
$415.83M
$94.93M
Profit +$2.72M
Realized
$1.31M
Unrealized
$93.62M
Dividends
$27.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.96%
Profit
$2.72M
Win %
77%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$261,171.33
Win %
77%
This Month
Compared to last month
Gain
-0.49%
Profit
-$2.48M
Win %
77%
This Year
Compared to last year
Gain
7.77%
Profit
$36.74M
Win %
77%
MMM 3M Company
+9.83%
+$44,622.29 
MU Micron Technology, Inc.
+7.06%
+$130,427.11 
INTC Intel Corporation
+5.72%
+$39,721.36 
AMD Advanced Micro Devices, Inc.
+5.47%
+$36,199.4 
PLUG Plug Power Inc.
+5.4%
+$3,849.05 
NAK Northern Dynasty Minerals Ltd.
+5.28%
+$2,125 
BAI iShares A.I. Innovation and Tech Active ETF
+5.01%
+$16,572.16 
SLV iShares Silver Trust
+4.63%
+$11,221.8 
FCX Freeport-McMoRan Inc.
+4.56%
+$11,183.64 
TMQ Trilogy Metals Inc.
+4.36%
+$1,591.72 
WPM Wheaton Precious Metals Corp.
+3.94%
+$24,435.12 
GLW Corning Incorporated
+3.83%
+$36,364.59 
RING iShares MSCI Global Gold Miners ETF
+3.57%
+$13,709.52 
TFPM Triple Flag Precious Metals Corp
+3.54%
+$17,928.51 
TSLA Tesla, Inc.
+3.52%
+$71,180.29 
ORCL Oracle Corporation
+3.48%
+$11,568.05 
UUUU Energy Fuels Inc.
+3.41%
+$6,878.4 
FDX FedEx Corporation
+3.38%
+$8,892.4 
SMH VanEck Semiconductor ETF
+3.25%
+$76,459.28 
NEM Newmont Corporation
+2.97%
+$32,491.65 
B BARRICK MINING CORP Common Stock (ABR0)
+2.87%
+$33,056 
MTUM iShares MSCI USA Momentum Factor ETF
+2.84%
+$34,055.96 
CEF Sprott Physical Gold and Silver Trust
+2.8%
+$5,654.28 
C Citigroup Inc.
+2.53%
+$17,454.04 
IBIT iShares Bitcoin Trust
+2.52%
+$7,807.35 
SPMO Invesco S&P 500 Momentum ETF
+2.52%
+$7,815.08 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.42%
+$26,354.69 
UPS United Parcel Service, Inc.
+2.4%
+$12,449.74 
MS Morgan Stanley
+2.33%
+$8,983.92 
IEMG iShares Core MSCI Emerging Markets ETF
+2.31%
+$42,218.82 
CAT Caterpillar Inc.
+2.26%
+$107,083.04 
EWJ iShares MSCI Japan ETF
+2.21%
+$6,622 
XLK State Street Technology Select Sector SPDR ETF
+2.12%
+$36,386.05 
ADI Analog Devices, Inc.
+2.08%
+$7,713.45 
VLUE iShares MSCI USA Value Factor ETF
+2.06%
+$11,196.57 
CGGO Capital Group Global Growth Equity ETF
+2.04%
+$64,089.72 
AVEM Avantis Emerging Markets Equity ETF
+1.99%
+$5,516.22 
F Ford Motor Company
+1.89%
+$14,466.35 
HON Honeywell International Inc.
+1.79%
+$4,553.09 
VGT Vanguard Information Technology ETF
+1.74%
+$15,618.16 
GLDM SPDR Gold MiniShares Trust
+1.65%
+$6,593.23 
AAAU Goldman Sachs Physical Gold ETF
+1.65%
+$29,465.8 
CORO Ishares International Country Rotational Active ETF
+1.59%
+$5,724.32 
GQQQ Astoria US Quality Growth Kings ETF
+1.58%
+$41,330.23 
VWO Vanguard FTSE Emerging Markets ETF
+1.55%
+$51,437.7 
GLD SPDR Gold Shares
+1.55%
+$38,165.57 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+1.54%
+$9,140.8 
XMMO Invesco S&P MidCap Momentum ETF
+1.52%
+$4,163.37 
IAU iShares Gold Trust
+1.51%
+$30,941.88 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.51%
+$9,624.68 
QQQM Invesco NASDAQ 100 ETF
+1.5%
+$56,631.96 
QQQ Invesco QQQ Trust, Series 1
+1.46%
+$65,501.53 
XOM Exxon Mobil Corporation
+1.44%
+$56,692.08 
IXUS iShares Core International Stock ETF
+1.4%
+$5,070 
AVGO Broadcom Inc.
+1.39%
+$5,465.32 
LLY Eli Lilly and Company
+1.36%
+$29,115.31 
XSMO Invesco S&P SmallCap Momentum ETF
+1.36%
+$3,281.58 
SCHA Schwab U.S. Small-Cap ETF
+1.36%
+$7,323.2 
VOT Vanguard Mid-Cap Growth ETF
+1.36%
+$18,013.48 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.35%
+$9,844.98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.34%
+$138,898.29 
CVS CVS Health Corporation
+1.33%
+$11,816.09 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.3%
+$29,540.48 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.29%
+$3,064.82 
RTX RTX Corporation
+1.29%
+$7,302.5 
QCOM QUALCOMM Incorporated
+1.27%
+$5,341.03 
CSQ Calamos Strategic Total Return Fund
+1.24%
+$3,741 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.22%
+$22,855.56 
CGGR Capital Group Growth ETF
+1.21%
+$15,136 
FNDF Schwab Fundamental International Large Company Index ETF
+1.21%
+$3,183.89 
MRK Merck & Co., Inc.
+1.2%
+$31,202.15 
OSK Oshkosh Corporation
+1.18%
+$3,360 
GEV GE Vernova Inc.
+1.18%
+$12,908.19 
DIVI Franklin International Core Dividend Tilt Index ETF
+1.17%
+$14,489.15 
FELG Fidelity Enhanced Large Cap Growth ETF
+1.15%
+$46,676.91 
CSCO Cisco Systems, Inc.
+1.14%
+$11,174.94 
BP BP p.l.c. Sponsored ADR
+1.13%
+$3,418.1 
IEFA iShares Core MSCI EAFE ETF
+1.13%
+$14,610.24 
BNY BlackRock New York Municipal Income Trust
+1.09%
+$12,550.5 
EFV iShares MSCI EAFE Value ETF
+1.08%
+$9,380.28 
JPM JPMorgan Chase & Co.
+1.06%
+$16,880.4 
VBK Vanguard Small-Cap Growth ETF
+1.03%
+$7,334.3 
NVDA NVIDIA Corporation
+1.02%
+$23,513.13 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+1.01%
+$2,586.3 
SCHV Schwab U.S. Large-Cap Value ETF
+1.01%
+$2,974.61 
ABBV AbbVie Inc.
+0.99%
+$23,947.91 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.97%
+$3,745.3 
VT Vanguard Total World Stock ETF
+0.96%
+$12,993.01 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.95%
+$4,584.3 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+0.94%
+$12,212.85 
THRO iShares U.S. Thematic Rotation Active ETF
+0.94%
+$2,369.61 
ITA iShares U.S. Aerospace & Defense ETF
+0.93%
+$9,379.62 
VYMI Vanguard International High Dividend Yield Index Fund
+0.93%
+$20,222.18 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.92%
+$9,447.37 
ADX Adams Diversified Equity Fund, Inc.
+0.92%
+$2,597.04 
IUSG iShares Core S&P U.S. Growth ETF
+0.92%
+$2,796.94 
BDYN iShares Dynamic Equity Active ETF
+0.92%
+$47,435.68 
JCI Johnson Controls International plc
+0.9%
+$2,302.5 
EMR Emerson Electric Co.
+0.89%
+$5,269.18 
IEUR iShares Core MSCI Europe ETF
+0.87%
+$11,248.16 
NMAI Nuveen Multi-Asset Income Fund
+0.87%
+$3,297.48 
GE General Electric Company
+0.87%
+$15,492.69 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.86%
+$6,682.76 
AMGN Amgen Inc.
+0.86%
+$13,971.32 
COP ConocoPhillips
+0.85%
+$3,600.52 
XLSR SPDR SSGA US Sector Rotation ETF
+0.82%
+$3,462.37 
VGK Vanguard FTSE Europe ETF
+0.82%
+$3,611.52 
PPI ASTORIA REAL ASSETS ETF
+0.82%
+$12,490.14 
VUG Vanguard Growth ETF
+0.81%
+$20,919.42 
SHEL Shell plc
+0.81%
+$3,357.55 
CGUS Capital Group Core Equity ETF
+0.8%
+$5,493.95 
WFC Wells Fargo & Company
+0.79%
+$3,986.16 
BAC Bank of America Corporation
+0.79%
+$14,541.17 
MGK Vanguard Mega Cap Growth ETF
+0.78%
+$37,777.4 
AN AutoNation Inc.
+0.78%
+$2,310 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.78%
+$5,276.44 
WELL Welltower Inc.
+0.76%
+$2,189.22 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.76%
+$1,830.4 
CGDV Capital Group Dividend Value ETF
+0.75%
+$28,175.08 
ESGV Vanguard ESG U.S. Stock ETF
+0.72%
+$4,415.6 
AVUS Avantis U.S. Equity ETF
+0.72%
+$24,814.79 
MGV Vanguard Mega Cap Value ETF
+0.71%
+$28,104.85 
PTLC Pacer Trendpilot US Large Cap ETF
+0.71%
+$3,870.81 
PFE Pfizer Inc.
+0.71%
+$14,765.98 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.7%
+$18,535.86 
LVHI Franklin International Low Volatility High Dividend ETF
+0.69%
+$14,859.61 
CGDG Capital Group Dividend Growers ETF
+0.68%
+$1,522.86 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.68%
+$1,925.88 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.67%
+$3,120.97 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.67%
+$1,466.01 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.66%
+$20,772 
IVV iShares Core S&P 500 ETF
+0.65%
+$13,012.67 
IWV ISHARES RUSSELL 3000 ETF
+0.65%
+$2,157.16 
GD General Dynamics Corporation
+0.65%
+$2,383.48 
SPY SPDR S&P 500 ETF Trust
+0.65%
+$6,622.4 
FELC Fidelity Enhanced Large Cap Core ETF
+0.64%
+$21,744.18 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.64%
+$14,896.56 
WU Western Union Co.
+0.64%
+$3,278.49 
SUSA iShares MSCI USA ESG Select ETF
+0.63%
+$5,204.16 
XLI Industrial Select Sector SPDR Fund
+0.63%
+$11,212.32 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.63%
+$3,252.3 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.62%
+$19,815.84 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.62%
+$5,667.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$2,968.77 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.62%
+$25,338.24 
IJR iShares Core S&P Small-Cap ETF
+0.61%
+$37,175.77 
VB Vanguard Small-Cap ETF
+0.6%
+$16,402.7 
VOO Vanguard S&P 500 ETF
+0.6%
+$99,682.92 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.59%
+$16,999.2 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.59%
+$8,296.69 
SPYI NEOS S&P 500 High Income ETF
+0.59%
+$1,602.09 
QUAL iShares MSCI USA Quality Factor ETF
+0.58%
+$9,167.11 
IJS iShares S&P Small-Cap 600 Value ETF
+0.57%
+$1,885.26 
VHT Vanguard Health Care ETF
+0.57%
+$10,392.1 
BX Blackstone Inc.
+0.56%
+$1,846.44 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.56%
+$1,587.38 
JNJ Johnson & Johnson
+0.56%
+$35,678.26 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
+0.55%
+$1,717.87 
GDV Gabelli Dividend & Income Trust
+0.53%
+$13,344.42 
IJH iShares Core S&P Mid-Cap ETF
+0.52%
+$1,239.81 
POWR iShares US Power Infrastructure ETF
+0.51%
+$1,530.36 
DFAS Dimensional U.S. Small Cap ETF
+0.51%
+$1,186.54 
BLK BlackRock, Inc.
+0.5%
+$1,698.55 
VTV Vanguard Value ETF
+0.5%
+$17,453.88 
MDY SPDR S&P MidCap 400 ETF Trust
+0.49%
+$1,174.24 
DFSV Dimensional US Small Cap Value ETF
+0.48%
+$2,541.44 
CVLC Calvert US Large Cap Core Responsible Index Fund
+0.47%
+$1,332.32 
USRT iShares Core U.S. REIT ETF
+0.47%
+$1,361.92 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$47,226.06 
XLV Health Care Select Sector SPDR Fund
+0.46%
+$3,040.45 
VO Vanguard Mid-Cap ETF
+0.45%
+$1,794.24 
BA Boeing Company
+0.45%
+$3,814.52 
KBWB Invesco KBW Bank ETF
+0.44%
+$2,036.16 
MFC Manulife Financial Corporation
+0.43%
+$1,327.01 
USA Liberty All Star Equity Fund
+0.43%
+$276.87 
VDE Vanguard Energy ETF
+0.42%
+$1,041.88 
BMY Bristol-Myers Squibb Company
+0.42%
+$1,602.25 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.38%
+$4,603.38 
SCHW Charles Schwab Corporation
+0.36%
+$888.41 
JEPI JPMorgan Equity Premium Income Fund
+0.34%
+$14,375.4 
MPC Marathon Petroleum Corporation
+0.34%
+$1,564.56 
FDVV Fidelity High Dividend ETF
+0.33%
+$6,368.73 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.32%
+$20,969.08 
VOOV Vanguard S&P 500 Value ETF
+0.31%
+$1,972.71 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$6,488.69 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.29%
+$1,698.12 
AXON Axon Enterprise, Inc.
+0.28%
+$2,232 
XLE Energy Select Sector SPDR Fund
+0.28%
+$1,635.04 
ITW Illinois Tool Works Inc.
+0.27%
+$648.97 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$1,356.56 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.27%
+$770.25 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.26%
+$1,548.12 
IVE ISHARES S&P 500 VALUE ETF
+0.26%
+$788.32 
VNQ Vanguard Real Estate ETF
+0.25%
+$5,355.94 
GFEB FT VEST US Equity Moderate Fund
+0.24%
+$546 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.23%
+$3,178.49 
RSP Invesco S&P 500 Equal Weight ETF
+0.21%
+$3,907.09 
NZF Nuveen Municipal Credit Income Fund
+0.2%
+$2,088.28 
XLF Financial Select Sector SPDR Fund
+0.2%
+$3,061.27 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+0.19%
+$729.13 
CVX Chevron Corporation
+0.18%
+$4,659.07 
ILCV iShares Morningstar Value ETF
+0.17%
+$402.66 
IWX iShares Russell Top 200 Value ETF
+0.17%
+$654.9 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.17%
+$545.26 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.15%
+$1,979.11 
DGRO iShares Core Dividend Growth ETF
+0.15%
+$872.85 
META Meta Platforms Inc Class A
+0.15%
+$2,176.5 
BMO Bank of Montreal
+0.15%
+$1,045.2 
DON WisdomTree U.S. MidCap Dividend Fund
+0.13%
+$3,230.4 
IFRA iShares U.S. Infrastructure
+0.12%
+$2,779.12 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$3,803.04 
IBMO iShares iBonds Dec 2026 Term ETF
+0.12%
+$646.78 
DE Deere & Company
+0.12%
+$1,100.4 
BHB Bar Harbor Bankshares
+0.1%
+$1,224.36 
USMV iShares MSCI USA Min Vol Factor ETF
+0.1%
+$466.7 
BNS Bank of Nova Scotia
+0.1%
+$706.59 
PRU Prudential Financial, Inc.
+0.1%
+$355.24 
NFLX Netflix, Inc.
+0.09%
+$169.32 
PDT John Hancock Premium Dividend Fund
+0.08%
+$132.65 
T AT&T Inc.
+0.07%
+$1,511.31 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.06%
+$219.28 
XMVM Invesco S&P MidCap Value with Momentum ETF
+0.06%
+$160 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$149.27 
NAD Nuveen Quality Municipal Income Fund
+0.04%
+$398.19 
VOE Vanguard Mid-Cap Value ETF
+0.04%
+$301.5 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$210.67 
FOF Cohen & Steers Closed-End Opportunity Fund
+0.04%
+$57.69 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.02%
+$53.44 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$67.94 
BINC iShares Flexible Income Active ETF
+0.02%
+$185.05 
AAPL Apple Inc.
+0.02%
+$3,585.84 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$112.92 
CLOA iShares AAA CLO ETF
+0.01%
+$24.62 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$709.79 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$970.63 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
0%
+$27.55 
BNDX Vanguard Total International Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GGZ Gabelli Global Small & Mid Cap Value Trust
0%
$0 
HIMU
0%
$0 
RTRE
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
+$0.91 
SILA Sila Realty Trust Inc.
0%
$0 
SURE AdvisorShares Insider Advantage ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VDIG
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
CWST Casella Waste Systems Inc.
-2.83%
-$6,863.5 
SPGI S&P Global Inc.
-2.42%
-$35,012.98 
WM Waste Management, Inc.
-1.78%
-$7,450.75 
MO Altria Group, Inc.
-1.52%
-$33,281.61 
TJX The TJX Companies, Inc.
-1.45%
-$8,768.8 
KEY KeyCorp
-1.39%
-$3,336.78 
CL Colgate-Palmolive Company
-1.38%
-$4,364.99 
PSEC Prospect Capital Corporation
-1.34%
-$464.49 
CLX The Clorox Company
-1.25%
-$2,379.6 
OKE ONEOK, Inc.
-1.24%
-$28,832.26 
MDLZ Mondelez International, Inc.
-1.15%
-$2,944.92 
PG Procter & Gamble Co
-1.13%
-$64,256.64 
YUM Yum! Brands, Inc.
-1.11%
-$2,215.64 
PM Philip Morris International Inc.
-1.07%
-$7,502.15 
MCD McDonald's Corporation
-1.06%
-$9,491.31 
WMT Walmart Inc.
-1.05%
-$22,704.38 
HD The Home Depot, Inc.
-1.05%
-$26,957 
KMI Kinder Morgan, Inc.
-1.04%
-$23,813.6 
AMZN Amazon.com Inc
-1.04%
-$25,001.7 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-1.03%
-$2,219.75 
LOW Lowe's Companies Inc.
-0.99%
-$4,660.9 
COF Capital One Financial Corporation
-0.93%
-$4,076.16 
GILD Gilead Sciences Inc.
-0.89%
-$2,878.04 
NKE Nike, Inc. - Class B
-0.87%
-$1,450.84 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.81%
-$2,457.54 
TRMK Trustmark Corporation
-0.79%
-$1,988.01 
KMB Kimberly-Clark Corporation
-0.79%
-$15,166.96 
V Visa Inc. Class A
-0.78%
-$5,460.02 
TRV The Travelers Companies, Inc.
-0.75%
-$2,052.47 
GOOG Alphabet Inc
-0.74%
-$13,182 
PCF High Income Securities Fund
-0.73%
-$891.88 
COST Costco Wholesale Corporation
-0.73%
-$16,878.38 
SO The Southern Company
-0.73%
-$7,474.08 
CMTV Community Bancorp Inc.
-0.72%
-$18,176.62 
IBM International Business Machines Corporation
-0.72%
-$37,954.71 
GOOGL Alphabet Inc
-0.72%
-$12,940.15 
MTB M&T Bank Corporation
-0.71%
-$2,409.44 
TPYP Tortoise North American Pipeline Fund
-0.7%
-$4,067.78 
LMT Lockheed Martin Corporation
-0.67%
-$1,492.6 
MFM MFS Municipal Income Trust
-0.63%
-$362.14 
PSA Public Storage Common Stock
-0.63%
-$4,787.66 
PEP PepsiCo, Inc.
-0.6%
-$2,673.84 
WYNN Wynn Resorts, Limited
-0.53%
-$1,199.52 
PHO Invesco Water Resources ETF
-0.51%
-$8,784.39 
MDT Medtronic plc
-0.5%
-$1,699.74 
O Realty Income Corporation
-0.48%
-$1,788.57 
DUK Duke Energy Corporation
-0.46%
-$3,294.4 
AGGA Astoria Dynamic Core US Fixed Income ETF
-0.46%
-$9,719.08 
TFC Truist Financial Corporation
-0.45%
-$1,666.58 
XLC Communication Services Select Sector SPDR Fund
-0.45%
-$984.5 
SPLV Invesco S&P 500 Low Volatility ETF
-0.42%
-$8,039.68 
VLO Valero Energy Corporation
-0.42%
-$2,077.66 
UNP Union Pacific Corporation
-0.41%
-$1,143.14 
DAL Delta Air Lines, Inc.
-0.41%
-$3,031.51 
VZ Verizon Communications Inc.
-0.39%
-$20,498.77 
SBUX Starbucks Corporation
-0.38%
-$1,064.53 
AXP American Express Company
-0.37%
-$2,102.74 
HSY The Hershey Company
-0.37%
-$1,274.49 
MSFT Microsoft Corp.
-0.35%
-$68,650.38 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.34%
-$793.06 
AMLP Alerian MLP ETF
-0.32%
-$955.33 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.3%
-$1,441.93 
PLTR Palantir Technologies Inc.
-0.3%
-$1,545.74 
TLH iShares 10-20 Year Treasury Bond ETF
-0.3%
-$1,405.92 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.29%
-$9,209.92 
MMU Western Asset Managed Municipals Fund
-0.29%
-$359.76 
BRK-B Berkshire Hathaway Inc.
-0.28%
-$5,588.8 
KO The Coca-Cola Company
-0.28%
-$6,538.67 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$4,003.95 
ET Energy Transfer L.P.
-0.25%
-$5,510.7 
CM Canadian Imperial Bank of Commerce
-0.25%
-$1,038.78 
DVY iShares Select Dividend ETF
-0.25%
-$849.25 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.25%
-$1,117.05 
BSX Boston Scientific Corporation
-0.24%
-$488.2 
MBB iShares MBS ETF
-0.23%
-$1,475.97 
IEF iShares 7-10 Year Treasury Bond ETF
-0.23%
-$909.09 
XLU Utilities Select Sector SPDR Fund
-0.22%
-$2,053.7 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.22%
-$2,599.8 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.22%
-$2,703 
TD The Toronto-Dominion Bank
-0.22%
-$2,962.7 
VPU Vanguard Utilities ETF
-0.21%
-$2,403.68 
WBD Warner Bros. Discovery, Inc.
-0.21%
-$506 
DMBS DoubleLine Mortgage ETF
-0.21%
-$2,322.3 
CGCP Capital Group Core Plus Income ETF
-0.2%
-$3,463.11 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$5,836.88 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.19%
-$1,810.87 
DIS The Walt Disney Company
-0.19%
-$1,068.3 
GIS General Mills, Inc.
-0.19%
-$540.47 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.18%
-$4,866.4 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$381.15 
JBND JPMorgan Active Bond ETF
-0.18%
-$4,372.66 
JCPB JPMorgan Core Plus Bond ETF
-0.17%
-$552.8 
VVR Invesco Senior Income Trust
-0.17%
-$63.2 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.16%
-$474.47 
EPD Enterprise Products Partners L.P.
-0.15%
-$757.8 
CCL Carnival Corporation Ltd.
-0.15%
-$2,940.12 
GOVT iShares U.S. Treasury Bond ETF
-0.15%
-$835.11 
FBND Fidelity Total Bond ETF
-0.14%
-$7,487.74 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$430.98 
TT Trane Technologies plc
-0.13%
-$1,107.94 
HDV iShares Core High Dividend ETF
-0.12%
-$879.37 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.12%
-$412.68 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$1,698.26 
INMU iShares Intermediate Muni Income Active ETF
-0.1%
-$993.62 
MUB iShares National Muni Bond ETF
-0.1%
-$601.48 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$754.3 
TIP iShares TIPS Bond ETF
-0.08%
-$334 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$1,951.2 
NEE NextEra Energy, Inc.
-0.08%
-$332.85 
OIA Invesco Municipal Income Opportunities Trust
-0.08%
-$88.92 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$1,462.36 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.07%
-$179.44 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$178.78 
EIX Edison International
-0.07%
-$138.1 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.06%
-$290.25 
VGSH Vanguard Short-Term Treasury Fund
-0.06%
-$519.87 
COWZ Pacer US Cash Cows 100 ETF
-0.05%
-$676.9 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.05%
-$1,442.39 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$1,372.36 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.04%
-$1,652.33 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.04%
-$612.27 
LVS Las Vegas Sands Corp.
-0.03%
-$59.73 
AIG American International Group Inc.
-0.03%
-$124.84 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.02%
-$119.39 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
-0.01%
-$30.8 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
-$3.73 Events
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Dividends
Dividend Analysis
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| Trades 4125 | Longs Won 2631/4125 63% | Profit Factor 5.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $148,598.06 |
| Average Win $45,013.85 | Best Trade (Jul 29) $5.99M | Sharpe Ratio -11.28 |
| Average Loss -$15,731.57 | Worst Trade (Jul 27) -$1.42M | Z-Score 8.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 2d | Expectancy $23,012.97 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jeffrey Steele?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Equity Premium Income Fund - $1.04M, Verizon Communications Inc - $970,361.01, International Business Machines Corporation - $903,151.32, JPMorgan Ultra-Short Income ETF - $735,445.22, and Apple Inc - $732,307.78. 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: Synaptics Incorporated - $625,265, Capri Holdings Ltd - $560,516.64, Intel Corporation - $517,854.41, Charter Communications Inc - $357,713.63, and The Walt Disney Company - $282,374.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Steele's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27.18M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.08M, Verizon Communications Inc - $986,414.31, JPMorgan Ultra-Short Income ETF - $747,993.44, International Business Machines Corporation - $728,425.69, and Procter & Gamble Co - $657,499.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Steele's monthly returns?
Jeffrey Steele'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 Jeffrey Steele's strategy be considered aggressive or moderate?
Jeffrey Steele'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 Jeffrey Steele's strategy?
Jeffrey Steele'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.
