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
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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:
71.72%
Gain -0.24%
Monthly
0.84%
Yearly
10.53%
Drawdown
17.47%
$530.15M
Equity
Holdings
$530.15M
Investment
$429.56M
$105.35M
Profit -$1.14M
Realized
$4.75M
Unrealized
$100.59M
Dividends
$28.44M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$1.14M
Win %
73%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$1.14M
Win %
73%
This Month
Compared to last month
Gain
-0.72%
Profit
-$3.84M
Win %
73%
This Year
Compared to last year
Gain
1.56%
Profit
$8.17M
Win %
73%
PANW Palo Alto Networks, Inc.
+14.15%
+$37,018.81 
FTNT Fortinet Inc.
+9.01%
+$23,128.69 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.31%
+$19,882.56 
PLTR Palantir Technologies Inc.
+4.11%
+$24,165.62 
HONA Honeywell Aerospace Inc.
+4.07%
+$7,334.76 
NFLX Netflix, Inc.
+3.92%
+$8,596.11 
MDT Medtronic plc
+3.19%
+$10,847.27 
GOOGL Alphabet Inc
+3.11%
+$55,029.34 
GOOG Alphabet Inc
+2.97%
+$50,517.07 
META Meta Platforms Inc Class A
+2.91%
+$42,819.35 
IBM International Business Machines Corporation
+2.81%
+$168,346.3 
AXON Axon Enterprise, Inc.
+2.49%
+$17,895 
MO Altria Group, Inc.
+2.36%
+$49,553.63 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.33%
+$29,264.8 
IBIT iShares Bitcoin Trust
+2.32%
+$9,263.91 
WM Waste Management, Inc.
+2.3%
+$7,671.4 
MSFT Microsoft Corp.
+2.25%
+$534,174.2 
WMT Walmart Inc.
+2.19%
+$45,469.55 
GILD Gilead Sciences Inc.
+2.07%
+$7,228.98 
LLY Eli Lilly and Company
+2.06%
+$41,185.3 
UPS United Parcel Service, Inc.
+2.05%
+$9,167 
DIS The Walt Disney Company
+2.03%
+$12,283.92 
MCD McDonald's Corporation
+2.01%
+$17,841.33 
T AT&T Inc.
+1.94%
+$50,420.31 
SPGI S&P Global Inc.
+1.8%
+$23,879.83 
PM Philip Morris International Inc.
+1.8%
+$13,292.17 
ABBV AbbVie Inc.
+1.7%
+$43,918.26 
COST Costco Wholesale Corporation
+1.59%
+$35,458.73 
CL Colgate-Palmolive Company
+1.58%
+$4,711.43 
WU Western Union Co.
+1.51%
+$3,300.89 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$5,355.02 
VZ Verizon Communications Inc.
+1.44%
+$76,671.9 
VHT Vanguard Health Care ETF
+1.41%
+$24,297.26 
KMB Kimberly-Clark Corporation
+1.37%
+$23,515.65 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.34%
+$3,892.5 
CWST Casella Waste Systems Inc.
+1.26%
+$3,491.7 
AN AutoNation Inc.
+1.22%
+$3,735 
GIS General Mills, Inc.
+1.2%
+$3,102.88 
NVO Novo Nordisk A/S Sponsored ADR
+1.13%
+$2,060.76 
LMT Lockheed Martin Corporation
+1.12%
+$3,077.86 
AMGN Amgen Inc.
+1.12%
+$18,328.55 
KO The Coca-Cola Company
+1.12%
+$28,177.9 
LOW Lowe's Companies Inc.
+1.11%
+$5,011.8 
CVS CVS Health Corporation
+1.07%
+$8,240.59 
V Visa Inc. Class A
+1.06%
+$7,841.72 
AIG American International Group Inc.
+1.05%
+$4,961.2 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$20,132.97 
HD The Home Depot, Inc.
+0.97%
+$23,507.46 
AXP American Express Company
+0.93%
+$4,942.85 
COWZ Pacer US Cash Cows 100 ETF
+0.93%
+$11,778.65 
BMY Bristol-Myers Squibb Company
+0.87%
+$3,557.55 
TRV The Travelers Companies, Inc.
+0.78%
+$2,179.12 
DE Deere & Company
+0.78%
+$8,231.92 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$2,623.95 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$21,557.76 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.59%
+$1,441.76 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.58%
+$1,165.78 
TRMK Trustmark Corporation
+0.55%
+$1,241.24 
JNJ Johnson & Johnson
+0.55%
+$37,796.74 
ITW Illinois Tool Works Inc.
+0.51%
+$1,315.2 
MRK Merck & Co., Inc.
+0.51%
+$15,875.48 
PG Procter & Gamble Co
+0.5%
+$27,527.57 
AAPL Apple Inc.
+0.49%
+$96,078.56 
HDV iShares Core High Dividend ETF
+0.46%
+$3,255.12 
BIEAX Brandes International Equity Fund Class A
+0.41%
+$979.56 
SBUX Starbucks Corporation
+0.4%
+$1,089.66 
DAL Delta Air Lines, Inc.
+0.39%
+$2,586.64 
GD General Dynamics Corporation
+0.38%
+$1,170.73 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.37%
+$24,395.93 
LVHI Franklin International Low Volatility High Dividend ETF
+0.37%
+$7,874 
ILCV iShares Morningstar Value ETF
+0.36%
+$1,970.82 
KEY KeyCorp
+0.35%
+$795.69 
WBD Warner Bros. Discovery, Inc.
+0.34%
+$856.32 
HSY The Hershey Company
+0.26%
+$911.68 
PHO Invesco Water Resources ETF
+0.23%
+$3,517.02 
FDX FedEx Corporation
+0.22%
+$585.49 
EIX Edison International
+0.21%
+$331.44 
BHB Bar Harbor Bankshares
+0.2%
+$2,208.72 
UNP Union Pacific Corporation
+0.19%
+$515.36 
TLT iShares 20+ Year Treasury Bond ETF
+0.17%
+$1,750.98 
FAST Fastenal Co.
+0.16%
+$338 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.14%
+$4,918.2 
TLH iShares 10-20 Year Treasury Bond ETF
+0.13%
+$430.99 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.13%
+$332.77 
PFE Pfizer Inc.
+0.11%
+$2,420.37 
PRU Prudential Financial, Inc.
+0.1%
+$365.28 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$1,180.35 
TJX The TJX Companies, Inc.
+0.1%
+$465.97 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$1,276.38 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$235.14 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.06%
+$433.55 
BAB Invesco Taxable Municipal Bond ETF
+0.06%
+$132.12 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.06%
+$309.51 
IWX iShares Russell Top 200 Value ETF
+0.05%
+$190.69 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$145.2 
PEP PepsiCo, Inc.
+0.03%
+$149.48 
TIP iShares TIPS Bond ETF
+0.03%
+$112.71 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.02%
+$270.32 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+0.02%
+$57.1 
IBMO iShares iBonds Dec 2026 Term ETF
+0.02%
+$123.61 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$124.8 
AGGA Astoria Dynamic Core US Fixed Income ETF
+0.02%
+$455.45 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.02%
+$770.5 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$51.26 
CLOA iShares AAA CLO ETF
+0.01%
+$158.16 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$97.92 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,021.52 
JBND JPMorgan Active Bond ETF
+0.01%
+$267.21 
SHV iShares Short Treasury Bond ETF
+0.01%
+$91.72 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$34.96 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
+$50.25 
CMTV Community Bancorp Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SURE AdvisorShares Insider Advantage ETF
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HIMU
HIMU
0%
$0 
NMAI Nuveen Multi-Asset Income Fund
0%
$0 G200
G2004J103
0%
$0 
GLW Corning Incorporated
-14%
-$170,765.63 
TER Teradyne, Inc.
-13.06%
-$31,545.6 
ARM Arm Holdings plc American Depositary Receipt
-8.93%
-$15,514.41 
GEV GE Vernova Inc.
-8.67%
-$85,956.94 
JCI Johnson Controls International plc
-5.82%
-$15,884.78 
BAC Bank of America Corporation
-5.39%
-$104,949 
INTC Intel Corporation
-5.25%
-$31,897.36 
AVGO Broadcom Inc.
-4.79%
-$18,832.26 
MU Micron Technology, Inc.
-4.76%
-$101,815.79 
DLR Digital Realty Trust, Inc.
-4.75%
-$28,328.33 
SMH VanEck Semiconductor ETF
-4.53%
-$109,266.43 
ADI Analog Devices, Inc.
-4.47%
-$16,540.61 
ORCL Oracle Corporation
-4.47%
-$17,452.28 
SNDK SanDisk Corporation
-4.3%
-$7,380.45 
UUUU Energy Fuels Inc.
-4.29%
-$10,379.61 
CAT Caterpillar Inc.
-4.18%
-$185,563.27 
AMD Advanced Micro Devices, Inc.
-3.88%
-$27,973.98 
TT Trane Technologies plc
-3.73%
-$29,485.48 
WDC Western Digital Corporation
-3.71%
-$6,246.89 
BAI iShares A.I. Innovation and Tech Active ETF
-3.61%
-$21,850.47 
TFPM Triple Flag Precious Metals Corp
-3.42%
-$18,434.96 
MS Morgan Stanley
-3.39%
-$11,296.56 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$34,630.79 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.15%
-$6,929.62 
POWR iShares US Power Infrastructure ETF
-3.08%
-$11,285.15 
XMMO Invesco S&P MidCap Momentum ETF
-3.02%
-$8,046.27 
NEM Newmont Corporation
-2.92%
-$45,391.6 
WPM Wheaton Precious Metals Corp.
-2.85%
-$16,094.49 
NVDA NVIDIA Corporation
-2.84%
-$79,597.61 
B BARRICK MINING CORP Common Stock (ABR0)
-2.8%
-$33,451.07 
CGXU Capital Group International Focus Equity ETF
-2.6%
-$5,478.6 
EMR Emerson Electric Co.
-2.58%
-$16,973.67 
SPMO Invesco S&P 500 Momentum ETF
-2.56%
-$6,726 
VLO Valero Energy Corporation
-2.37%
-$14,703.57 
IEMG iShares Core MSCI Emerging Markets ETF
-2.36%
-$33,309.9 
FCX Freeport-McMoRan Inc.
-2.25%
-$6,523.2 
STX Seagate Technology Holdings plc
-2.24%
-$5,886.68 
MTUM iShares MSCI USA Momentum Factor ETF
-2.13%
-$39,404.85 
PPI ASTORIA REAL ASSETS ETF
-2.12%
-$30,011.82 
AVEM Avantis Emerging Markets Equity ETF
-2.1%
-$7,176 
GE General Electric Company
-2%
-$33,915.74 
PLUG Plug Power Inc.
-1.91%
-$1,338.8 
KBWB Invesco KBW Bank ETF
-1.9%
-$7,199.92 
TXN Texas Instruments Inc
-1.87%
-$3,751.23 
WFC Wells Fargo & Company
-1.84%
-$9,737.56 
SLV iShares Silver Trust
-1.81%
-$5,559.85 
NAK Northern Dynasty Minerals Ltd.
-1.77%
-$625 
IFRA iShares U.S. Infrastructure
-1.75%
-$35,248.14 
MMM 3M Company
-1.73%
-$8,113.82 
JPM JPMorgan Chase & Co.
-1.71%
-$29,432.55 
CSCO Cisco Systems, Inc.
-1.69%
-$16,182.18 
TMQ Trilogy Metals Inc.
-1.68%
-$617.6 
CEF Sprott Physical Gold and Silver Trust
-1.62%
-$3,658.66 
CSQ Calamos Strategic Total Return Fund
-1.61%
-$5,031.03 
XSMO Invesco S&P SmallCap Momentum ETF
-1.58%
-$3,670.92 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$19,622.4 
FOF Cohen & Steers Closed-End Opportunity Fund
-1.47%
-$2,198.3 
TSLA Tesla, Inc.
-1.47%
-$28,793.92 
OSK Oshkosh Corporation
-1.42%
-$4,140.02 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$22,513.88 
GLD SPDR Gold Shares
-1.39%
-$33,477.54 
GLDM SPDR Gold MiniShares Trust
-1.38%
-$5,203.34 
VVR Invesco Senior Income Trust
-1.36%
-$565.04 
AAAU Goldman Sachs Physical Gold ETF
-1.35%
-$11,921.32 
RTX RTX Corporation
-1.35%
-$8,178.18 
C Citigroup Inc.
-1.34%
-$9,978.95 
XLU Utilities Select Sector SPDR Fund
-1.32%
-$11,244.8 
IAU iShares Gold Trust
-1.32%
-$22,698.62 
VPU Vanguard Utilities ETF
-1.32%
-$13,536.97 
CGGO Capital Group Global Growth Equity ETF
-1.3%
-$42,134.04 
BLK BlackRock, Inc.
-1.29%
-$4,663.69 
CORO Ishares International Country Rotational Active ETF
-1.28%
-$9,118.58 
AMZN Amazon.com Inc
-1.28%
-$33,111.6 
VGT Vanguard Information Technology ETF
-1.24%
-$12,021 
PDT John Hancock Premium Dividend Fund
-1.24%
-$1,989.75 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.17%
-$22,987.74 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$9,614.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$124,194.72 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$38,494.66 
XLE Energy Select Sector SPDR Fund
-1.15%
-$11,134.5 
IXUS iShares Core International Stock ETF
-1.14%
-$4,643.13 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.13%
-$3,844.45 
BLCR iShares Large Cap Core ACT ETF
-1.13%
-$3,532.57 
GGZ Gabelli Global Small & Mid Cap Value Trust
-1.12%
-$2,700.7 
SCHF Schwab International Equity ETF
-1.12%
-$2,651.99 
PCF High Income Securities Fund
-1.09%
-$1,294.74 
VLUE iShares MSCI USA Value Factor ETF
-1.09%
-$4,442.22 
ITA iShares U.S. Aerospace & Defense ETF
-1.07%
-$10,224.83 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$21,403.8 
NAD Nuveen Quality Municipal Income Fund
-1.04%
-$9,563.26 
MMU Western Asset Managed Municipals Fund
-1.02%
-$1,183.83 
MTB M&T Bank Corporation
-1%
-$3,219.33 
SCHA Schwab U.S. Small-Cap ETF
-0.98%
-$5,357.88 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.97%
-$12,016.83 
CVX Chevron Corporation
-0.97%
-$27,783.51 
MLI Mueller Industries Inc.
-0.96%
-$2,090.32 
GQQQ Astoria US Quality Growth Kings ETF
-0.91%
-$20,878.8 
XOM Exxon Mobil Corporation
-0.9%
-$38,950.35 
AMLP Alerian MLP ETF
-0.88%
-$2,686.18 
EWJ iShares MSCI Japan ETF
-0.86%
-$2,623.72 
OIA Invesco Municipal Income Opportunities Trust
-0.85%
-$889.15 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.85%
-$4,434.75 
QCOM QUALCOMM Incorporated
-0.84%
-$3,772.98 
SPHQ Invesco S&P 500 Quality ETF
-0.84%
-$8,490.89 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$1,981.62 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$1,953.01 
BDYN iShares Dynamic Equity Active ETF
-0.82%
-$42,475.71 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$3,034.68 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.81%
-$2,604.3 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.79%
-$1,764.73 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.79%
-$8,896.5 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.78%
-$32,757.75 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$8,947.8 
MFM MFS Municipal Income Trust
-0.77%
-$649.56 
FNDF Schwab Fundamental International Large Company Index ETF
-0.77%
-$2,117.75 
VGK Vanguard FTSE Europe ETF
-0.76%
-$2,923.57 
IEUR iShares Core MSCI Europe ETF
-0.74%
-$6,319.52 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$75,260.01 
NLY Annaly Capital Management, Inc.
-0.71%
-$1,763.9 
COP ConocoPhillips
-0.68%
-$3,631.69 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
-0.68%
-$7,221.75 
PSEC Prospect Capital Corporation
-0.68%
-$237.91 
NEE NextEra Energy, Inc.
-0.67%
-$2,806.64 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$7,364.64 
XLRE The Real Estate Select Sector SPDR Fund
-0.66%
-$1,335.51 
VT Vanguard Total World Stock ETF
-0.63%
-$8,031.96 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.62%
-$8,759.58 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.6%
-$2,146.18 
COF Capital One Financial Corporation
-0.59%
-$2,602.68 
TPYP Tortoise North American Pipeline Fund
-0.58%
-$3,158.75 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$21,557.77 
CGUS Capital Group Core Equity ETF
-0.57%
-$4,012.43 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$23,344.5 
BFLX iShares Flexible Equity Active ETF
-0.54%
-$7,155.81 
IUSG iShares Core S&P U.S. Growth ETF
-0.54%
-$4,061.93 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$4,443.75 
CGDV Capital Group Dividend Value ETF
-0.54%
-$21,923.19 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.53%
-$5,780.23 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$7,220.43 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.53%
-$3,895.69 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$3,119.76 
IJR iShares Core S&P Small-Cap ETF
-0.51%
-$29,803.71 
VBK Vanguard Small-Cap Growth ETF
-0.51%
-$3,551.34 
AVUS Avantis U.S. Equity ETF
-0.51%
-$18,114.75 
CM Canadian Imperial Bank of Commerce
-0.51%
-$2,079.88 
TFC Truist Financial Corporation
-0.51%
-$2,053.77 
ADX Adams Diversified Equity Fund, Inc.
-0.5%
-$1,406.73 
F Ford Motor Company
-0.5%
-$3,758.58 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.5%
-$13,561.68 
BP BP p.l.c. Sponsored ADR
-0.5%
-$1,362.74 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.49%
-$3,725.26 
VNQ Vanguard Real Estate ETF
-0.49%
-$10,179.78 
CVLC Calvert US Large Cap Core Responsible Index Fund
-0.49%
-$1,407.27 
ET Energy Transfer L.P.
-0.49%
-$10,850.07 
VO Vanguard Mid-Cap ETF
-0.48%
-$1,944.15 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.47%
-$7,047.1 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.47%
-$6,473.67 
MGV Vanguard Mega Cap Value ETF
-0.46%
-$19,385.32 
VTV Vanguard Value ETF
-0.45%
-$15,492.39 
SO The Southern Company
-0.45%
-$4,227.21 
FELC Fidelity Enhanced Large Cap Core ETF
-0.45%
-$16,391.7 
XLF Financial Select Sector SPDR Fund
-0.45%
-$5,773.2 
IALT iShares Systematic Alternatives Active ETF
-0.44%
-$4,413.76 
BMO Bank of Montreal
-0.44%
-$2,983.75 
GDV Gabelli Dividend & Income Trust
-0.44%
-$11,315.07 
DUK Duke Energy Corporation
-0.43%
-$3,039.09 
RY Royal Bank of Canada
-0.42%
-$974.74 
SHEL Shell plc
-0.42%
-$1,981.12 
FDVV Fidelity High Dividend ETF
-0.42%
-$8,179.23 
EPD Enterprise Products Partners L.P.
-0.41%
-$2,022.08 
SUSA iShares MSCI USA ESG Select ETF
-0.41%
-$3,060.07 
DFSV Dimensional US Small Cap Value ETF
-0.4%
-$2,470.08 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-0.4%
-$2,503.43 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$844.44 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$2,841.5 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.37%
-$15,026.78 
USRT iShares Core U.S. REIT ETF
-0.36%
-$955.75 
PWV Invesco Large Cap Value ETF
-0.35%
-$775.77 
O Realty Income Corporation
-0.34%
-$1,169.32 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$4,628.25 
CGGR Capital Group Growth ETF
-0.34%
-$5,008.32 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$7,043.8 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.34%
-$932.33 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$3,759.03 
VOO Vanguard S&P 500 ETF
-0.34%
-$55,920.15 
IVV iShares Core S&P 500 ETF
-0.33%
-$9,228.73 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$1,608.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$8,667.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$10,265.64 
MPC Marathon Petroleum Corporation
-0.32%
-$1,847.15 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.31%
-$922.67 
IWV ISHARES RUSSELL 3000 ETF
-0.31%
-$1,057.06 
VB Vanguard Small-Cap ETF
-0.31%
-$8,207.19 
WELL Welltower Inc.
-0.3%
-$830.49 
PTLC Pacer Trendpilot US Large Cap ETF
-0.29%
-$1,654.1 
CGDG Capital Group Dividend Growers ETF
-0.29%
-$657.47 
ADM Archer-Daniels-Midland Co
-0.28%
-$629.76 
IJS iShares S&P Small-Cap 600 Value ETF
-0.28%
-$896.51 
INMU iShares Intermediate Muni Income Active ETF
-0.26%
-$2,374.8 
PSA Public Storage Common Stock
-0.26%
-$1,904.56 
EFV iShares MSCI EAFE Value ETF
-0.26%
-$2,152.29 
SPYI NEOS S&P 500 High Income ETF
-0.25%
-$916.11 
BA Boeing Company
-0.25%
-$2,101.32 
BALI iShares Adaptive Large Cap ETF
-0.25%
-$664.19 
DON WisdomTree U.S. MidCap Dividend Fund
-0.25%
-$6,079.08 
BNS Bank of Nova Scotia
-0.23%
-$1,496.46 
BX Blackstone Inc.
-0.21%
-$740.82 
MLN VanEck Long Muni ETF
-0.21%
-$377.72 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.21%
-$8,377.92 
OKE ONEOK, Inc.
-0.21%
-$5,068.8 
MDLZ Mondelez International, Inc.
-0.2%
-$534.12 
TD The Toronto-Dominion Bank
-0.19%
-$2,622 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.18%
-$1,248.26 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$7,870.6 
VUG Vanguard Growth ETF
-0.17%
-$4,222.27 
MGK Vanguard Mega Cap Growth ETF
-0.16%
-$7,959.98 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$1,242.64 
ESGV Vanguard ESG U.S. Stock ETF
-0.15%
-$930 
VYMI Vanguard International High Dividend Yield Index Fund
-0.15%
-$3,392.18 
BINC iShares Flexible Income Active ETF
-0.15%
-$1,328.65 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$2,081.97 
NZF Nuveen Municipal Credit Income Fund
-0.13%
-$1,333.92 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.13%
-$678.32 
KMI Kinder Morgan, Inc.
-0.11%
-$2,456.44 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.11%
-$1,369.99 
IVE ISHARES S&P 500 VALUE ETF
-0.11%
-$321.25 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.1%
-$296.29 
VOOV Vanguard S&P 500 Value ETF
-0.1%
-$706.42 
BNDX Vanguard Total International Bond ETF
-0.1%
-$1,135.76 
GFEB FT VEST US Equity Moderate Fund
-0.09%
-$218.4 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.09%
-$2,403.47 
MBB iShares MBS ETF
-0.09%
-$678.08 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.09%
-$2,856.64 
BUFR FT Vestladder Buffer ETF-USD I
-0.07%
-$146.9 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.07%
-$210.72 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.07%
-$260.56 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.06%
-$945.86 
DMBS DoubleLine Mortgage ETF
-0.06%
-$857.82 
XLSR SPDR SSGA US Sector Rotation ETF
-0.06%
-$263.84 
IEI iShares 3-7 Year Treasury Bond ETF
-0.06%
-$168.68 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$125.92 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.05%
-$125.83 
MUB iShares National Muni Bond ETF
-0.05%
-$176 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$1,500.65 
IEF iShares 7-10 Year Treasury Bond ETF
-0.05%
-$272.98 
MFC Manulife Financial Corporation
-0.05%
-$167.96 
CGCP Capital Group Core Plus Income ETF
-0.05%
-$831.73 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$90.72 
WYNN Wynn Resorts, Limited
-0.04%
-$73.95 
SCHW Charles Schwab Corporation
-0.04%
-$97.44 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.03%
-$728.3 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$161.8 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$261.99 
FBND Fidelity Total Bond ETF
-0.02%
-$1,251.43 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$676.8 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.02%
-$55.24 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.02%
-$102.05 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.02%
-$135.63 
DVY iShares Select Dividend ETF
-0.02%
-$63.12 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$100.6 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.01%
-$29.07 
JCPB JPMorgan Core Plus Bond ETF
-0.01%
-$34.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$184.28 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$613.11 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.01%
-$61.04 Events
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Dividends
Dividend Analysis
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| Trades 4488 | Longs Won 2852/4488 63% | Profit Factor 5.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $164,086.48 |
| Average Win $46,100.13 | Best Trade (Aug 31) $6.38M | Sharpe Ratio -11.47 |
| Average Loss -$15,973.12 | Worst Trade (Aug 07) -$1.26M | Z-Score 5.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 6d | Expectancy $23,472.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 20,554 | $715,144.25 | $868,817.58 | - | $153,673.33 | 21.49% | -1.354% |
| AAPL Apple Inc. | 59,491 | $11.13M | $19.86M | - | $8.73M | 78.48% | +0.486% |
| ABBV AbbVie Inc. | 10,027 | $1.5M | $2.62M | - | $1.13M | 75.31% | +1.703% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 10,683 | $676,502.03 | $815,647.05 | - | $139,145.02 | 20.57% | -1.165% |
| ADI Analog Devices, Inc. | 977 | $195,216.02 | $353,527.45 | - | $158,311.43 | 81.1% | -4.47% |
| ADM Archer-Daniels-Midland Co | 2,624 | $200,507 | $226,923.52 | - | $26,416.52 | 13.17% | -0.277% |
| ADX Adams Diversified Equity Fund, Inc. | 10,821 | $157,662.17 | $277,775.07 | - | $120,112.9 | 76.18% | -0.504% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,268 | $224,969.47 | $217,591.92 | - | -$7,377.55 | -3.28% | -0.042% |
| AGGA Astoria Dynamic Core US Fixed Income ETF | 91,091 | $2.31M | $2.25M | - | -$61,374.5 | -2.66% | +0.02% |
| AIG American International Group Inc. | 6,280 | $400,594.02 | $478,033.6 | - | $77,439.58 | 19.33% | +1.049% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 24,766 | $698,268.14 | $728,930.25 | - | $30,662.11 | 4.39% | -0.532% |
| AMD Advanced Micro Devices, Inc. | 1,398 | $263,902.21 | $693,575.76 | - | $429,673.55 | 162.82% | -3.877% |
| AMGN Amgen Inc. | 4,333 | $1.02M | $1.65M | - | $633,123.43 | 62.05% | +1.121% |
| AMLP Alerian MLP ETF | 5,482 | $269,949.97 | $303,812.44 | - | $33,862.47 | 12.54% | -0.876% |
| AMZN Amazon.com Inc | 10,095 | $1.8M | $2.56M | - | $759,208.27 | 42.18% | -1.277% |
| AN AutoNation Inc. | 1,500 | $227,100 | $309,240 | - | $82,140 | 36.17% | +1.223% |
| ARM Arm Holdings plc American Depositary Receipt | 656 | $232,617 | $158,187.84 | - | -$74,429.16 | -32% | -8.932% |
| AVEM Avantis Emerging Markets Equity ETF | 3,588 | $296,941.5 | $334,939.8 | - | $37,998.3 | 12.8% | -2.098% |
| AVGO Broadcom Inc. | 1,087 | $304,673.1 | $374,650.85 | - | $69,977.75 | 22.97% | -4.786% |
| AVUS Avantis U.S. Equity ETF | 27,447 | $2.23M | $3.54M | - | $1.31M | 58.77% | -0.509% |
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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 - $1.09M, International Business Machines Corporation - $970,891.23, Verizon Communications Inc - $895,066.57, Carnival Corporation Ltd - $890,187.75, and JPMorgan Ultra-Short Income ETF - $791,003.02. 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 - $384,088.01, Charter Communications Inc - $357,713.63, and The Walt Disney Company - $297,862.34. 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 $28.44M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.13M, Verizon Communications Inc - $1.06M, JPMorgan Ultra-Short Income ETF - $803,551.24, International Business Machines Corporation - $770,050.39, and Procter & Gamble Co - $698,546.21. 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.
