Cydney Shapleigh Portfolio
Invests via New Hampshire Trust | Managed by New Hampshire Trust, FCI Advisors
Invests via New Hampshire Trust
Managed by New Hampshire Trust, FCI Advisors
Automatically Tracked
Cydney Shapleigh Profile
Cydney Shapleigh has a distinguished career as an innovative leader in corporate finance and investment analysis. With extensive experience across both the public and private sectors, she leverages her background to drive strategic initiatives that enhance value creation. Known for her keen market insights, Cydney has played a pivotal role in advising organizations on capital structuring and growth opportunities. Her professional journey includes significant roles within renowned firms where she championed operational efficiency and financial performance. In addition to her executive accomplishments, Shapleigh is recognized for fostering relationships that bridge industry knowledge with actionable investment strategies.
Cydney Shapleigh has a distinguished career as an innovative leader in corporate finance and investment analysis. With extensive experience across both the public and private sectors, she leverages her background to drive strategic initiatives that enhance value creation. Known for her keen market insights, Cydney has played a pivotal role in advising organizations on capital structuring and growth opportunities. Her professional journey includes significant roles within renowned firms where she championed operational efficiency and financial performance. In addition to her executive accomplishments, Shapleigh is recognized for fostering relationships that bridge industry knowledge with actionable investment strategies.
Investment Philosophy & Strategy
Market dynamics fuel Cydney Shapleigh's investment philosophy, where her aptitude for identifying transformative opportunities stands out. With a strong foundation in corporate finance and investment analysis, she adopts a value-centric approach to capitalize on underappreciated assets. Emphasizing operational efficiency as a cornerstone of wealth generation, she seeks innovative ways to maximize financial performance while adapting strategies that respond agilely to market fluctuations. Her leadership experience across diverse sectors enhances her ability to structure impactful investments that resonate with evolving industry demands and stakeholder interests.
Market dynamics fuel Cydney Shapleigh's investment philosophy, where her aptitude for identifying transformative opportunities stands out. With a strong foundation in corporate finance and investment analysis, she adopts a value-centric approach to capitalize on underappreciated assets. Emphasizing operational efficiency as a cornerstone of wealth generation, she seeks innovative ways to maximize financial performance while adapting strategies that respond agilely to market fluctuations. Her leadership experience across diverse sectors enhances her ability to structure impactful investments that resonate with evolving industry demands and stakeholder interests.
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:
-3.3%
Gain -1.76%
Monthly
-0.12%
Yearly
-1.42%
Drawdown
12.95%
$0
Equity
Holdings
$0
Investment
$0
-$15.56M
Profit -$8.09M
Realized
-$15.56M
Unrealized
$0
Dividends
$8.88M
Goals
Avg. 38.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.76%
Profit
-$8.09M
Win %
50%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$6.11M
Win %
50%
This Month
Compared to last month
Gain
-5.55%
Profit
-$26.55M
Win %
50%
This Year
Compared to last year
Gain
-4.69%
Profit
-$22.22M
Win %
50%
NVDA NVIDIA Corporation
+$4.06M
VO Vanguard Mid-Cap ETF
+$3.47M
MSFT Microsoft Corp.
+$3.34M
ABBV AbbVie Inc.
+$2.31M
META Meta Platforms Inc Class A
+$2.11M
BRK-B Berkshire Hathaway Inc.
+$1.69M
XOM Exxon Mobil Corporation
+$1.68M
AMZN Amazon.com Inc
+$1.51M
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.42M
JPM JPMorgan Chase & Co.
+$1.36M
RTX RTX Corporation
+$1.23M
QCOM QUALCOMM Incorporated
+$1.09M
V Visa Inc. Class A
+$1.08M
ECL Ecolab Inc.
+$1.04M
COST Costco Wholesale Corporation
+$941,865.2
DIS The Walt Disney Company
+$867,483.25
CRM Salesforce Inc
+$764,411.83
PG Procter & Gamble Co
+$698,947
MCD McDonald's Corporation
+$681,863.06
CSCO Cisco Systems, Inc.
+$634,147.67
MA Mastercard Incorporated
+$625,054.28
MRK Merck & Co., Inc.
+$589,818.16
VNQ Vanguard Real Estate ETF
+$587,712.34
IDXX IDEXX Laboratories, Inc.
+$586,961.6
IJH iShares Core S&P Mid-Cap ETF
+$561,552.06
BKNG Booking Holdings Inc.
+$523,322.31
IEMG iShares Core MSCI Emerging Markets ETF
+$503,169.48
CB Chubb Limited
+$488,330.97
ETN Eaton Corporation plc
+$456,801.99
F Ford Motor Company
+$400,720.49
PEP PepsiCo, Inc.
+$399,061.51
CAT Caterpillar Inc.
+$378,337.7
WMT Walmart Inc.
+$366,308.16
TMO Thermo Fisher Scientific Inc.
+$355,832.1
VOO Vanguard S&P 500 ETF
+$345,829.03
IEFA iShares Core MSCI EAFE ETF
+$340,168.6
SHW The Sherwin-Williams Company
+$313,150.29
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+$309,947.46
PM Philip Morris International Inc.
+$289,014.77
TEL TE Connectivity plc
+$278,534.05
VZ Verizon Communications Inc.
+$249,292.2
SLYV SPDR S&P 600 Small Cap Value ETF
+$242,685.03
CVX Chevron Corporation
+$240,365.96
DOW Dow Inc.
+$224,343.6
WMB The Williams Companies, Inc.
+$216,902.28
ABT Abbott Laboratories
+$211,713.82
IBM International Business Machines Corporation
+$204,187.57
NVS Novartis AG Sponsored ADR
+$201,577.45
FTV Fortive Corporation
+$199,292.76
TMC TMC the metals company Inc.
+$191,393.08
SYK Stryker Corporation
+$187,997.86
INTC Intel Corporation
+$185,531.32
TTEK Tetra Tech, Inc.
+$181,077.77
KO The Coca-Cola Company
+$179,973.48
ADP Automatic Data Processing Inc.
+$169,102.28
PSK SPDR ICE Preferred Securities ETF
+$168,911.59
UNP Union Pacific Corporation
+$165,503.69
DE Deere & Company
+$165,399.75
AMGN Amgen Inc.
+$165,396.12
LLY Eli Lilly and Company
+$161,415.59
ITW Illinois Tool Works Inc.
+$161,257.18
ADI Analog Devices, Inc.
+$160,401.87
PGR Progressive Corporation
+$160,096.04
CME CME Group Inc.
+$159,334.46
DOV Dover Corporation
+$156,307.04
SBUX Starbucks Corporation
+$152,317.74
TGT Target Corporation
+$151,188.21
WM Waste Management, Inc.
+$149,927.98
MDT Medtronic plc
+$129,481.54
FDX FedEx Corporation
+$116,939.09
LOW Lowe's Companies Inc.
+$116,634.94
AMT American Tower Corporation
+$109,969.74
INTU Intuit Inc.
+$94,547.41
NFLX Netflix, Inc.
+$93,734.94
MRSH Marsh & McLennan Companies, Inc.
+$93,590.71
PNW Pinnacle West Capital Corporation
+$91,526.51
PANW Palo Alto Networks, Inc.
+$87,427.34
ATO Atmos Energy Corporation
+$86,385.51
ALL Allstate Corporation
+$82,453.48
SCHV Schwab U.S. Large-Cap Value ETF
+$82,228.51
MKC McCormick & Company, Incorporated
+$82,031.08
CTAS Cintas Corporation
+$80,656.9
BMY Bristol-Myers Squibb Company
+$79,756.02
LRCX Lam Research Corporation
+$78,730.95
USMV iShares MSCI USA Min Vol Factor ETF
+$77,182.73
MPWR Monolithic Power Systems, Inc.
+$76,690.1
AMP Ameriprise Financial, Inc.
+$76,351.51
MDLZ Mondelez International, Inc.
+$73,734.64
UTL Unitil Corporation
+$73,301.76
CMG Chipotle Mexican Grill, Inc.
+$69,596.58
TRV The Travelers Companies, Inc.
+$67,992
PAYX Paychex Inc.
+$65,143.75
CASY Casey's General Stores Inc.
+$62,450.88
CLX The Clorox Company
+$58,837.3
ICE Intercontinental Exchange, Inc.
+$57,602.46
CHD Church & Dwight Co., Inc.
+$57,427.22
HD The Home Depot, Inc.
+$55,330.28
WFC Wells Fargo & Company
+$54,367.85
NVO Novo Nordisk A/S Sponsored ADR
+$51,586.74
DUK Duke Energy Corporation
+$51,162.6
ALGN Align Technology, Inc.
+$50,774.92
KMB Kimberly-Clark Corporation
+$48,229.2
PLD Prologis Inc.
+$47,665.59
ETR Entergy Corporation
+$46,423.48
CL Colgate-Palmolive Company
+$45,169.76
SO The Southern Company
+$43,704.9
AFL Aflac Inc.
+$42,266.53
LLDYX Lord Abbett Short Duration Income Fund Class I
+$41,172.4
MDY SPDR S&P MidCap 400 ETF Trust
+$40,073.79
GLW Corning Incorporated
+$37,886.72
SDY SPDR S&P Dividend ETF
+$37,190
EEM iShares MSCI Emerging Markets ETF
+$36,044.61
SCHD Schwab U.S. Dividend Equity ETF
+$35,181.54
SYY Sysco Corporation
+$32,359.94
VGT Vanguard Information Technology ETF
+$31,465.08
TTD The Trade Desk, Inc. Class A
+$31,340
DON WisdomTree U.S. MidCap Dividend Fund
+$30,793.85
BX Blackstone Inc.
+$29,940
ISRG Intuitive Surgical, Inc.
+$28,937.54
VOT Vanguard Mid-Cap Growth ETF
+$28,573.83
SNPS Synopsys, Inc.
+$28,556.71
CPRT Copart Inc.
+$25,532
GVI iShares Intermediate Government Bond ETF
+$25,442.86
TRP TC Energy Corporation
+$25,164.68
ODFL Old Dominion Freight Line, Inc.
+$24,765.4
JNJ Johnson & Johnson
+$23,842.58
MSCI MSCI Inc.
+$23,247.26
HSY The Hershey Company
+$22,773.36
XRAY Dentsply Sirona Inc.
+$22,751.97
FOXA Fox Corporation
+$22,039.06
HAS Hasbro Inc.
+$21,774.17
ATVI Activision Blizzard Inc
+$21,243.1
UPS United Parcel Service, Inc.
+$20,572.62
SLB Schlumberger Limited
+$19,808
TXN Texas Instruments Inc
+$18,616
CMCSA Comcast Corp
+$18,537.73
ABNB Airbnb, Inc.
+$18,321.58
CW Curtiss-Wright Corporation
+$17,580.32
NSRGY Nestle S.A. Sponsored ADR
+$16,023.27
ASML ASML Holding N.V. New York Registry Shares
+$15,212.32
DGX Quest Diagnostics Inc.
+$15,062.02
EW Edwards Lifesciences Corporation
+$13,909
SPGI S&P Global Inc.
+$13,711.59
GWW W.W. Grainger, Inc.
+$13,614
XLK State Street Technology Select Sector SPDR ETF
+$12,779.98
AXP American Express Company
+$12,261.25
CARR Carrier Global Corporation
+$11,994.83
ZTS Zoetis Inc.
+$11,759.23
GIS General Mills, Inc.
+$10,463.41
SCHO Schwab Short-Term U.S. Treasury ETF
+$9,609.85
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+$9,486.51
GDX VanEck Gold Miners ETF
+$9,225
WST West Pharmaceutical Services, Inc.
+$8,722.06
MIDD The Middleby Corporation
+$8,261.64
GPI Group 1 Automotive Inc.
+$8,074.8
T AT&T Inc.
+$7,736.83
ET Energy Transfer L.P.
+$7,572.96
SWKS Skyworks Solutions Inc.
+$7,095.18
CIBR First Trust NASDAQ Cybersecurity ETF
+$7,077.11
DEO Diageo plc Sponsored ADR
+$6,882.39
MANH Manhattan Associates Inc.
+$6,690
RWR SPDR Dow Jones REIT ETF
+$6,689.82
IP International Paper Company
+$6,345
BAC-PN Bank of America Corporation
+$6,296
SQ Block, Inc.
+$6,240.1
GWRE GUIDEWIRE SOFTWARE INC
+$5,847
MTRN Materion Corporation
+$5,749
BR Broadridge Financial Solutions, Inc.
+$5,653.16
YUMC Yum China Holdings Inc.
+$5,649.74
IWR iShares Russell Mid-Cap ETF
+$5,536.6
HPQ HP Inc.
+$5,485.96
ED Consolidated Edison, Inc.
+$5,112.84
VEEV Veeva Systems Inc.
+$4,930
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+$4,923.75
FAST Fastenal Co.
+$4,758
PFF iShares Preferred and Income Securities ETF
+$4,619.41
USB-PH U.S. Bancorp
+$4,609.1
PPG PPG Industries Inc.
+$4,527.18
SNY Sanofi American Depositary Receipt
+$3,945.05
IWO iShares Russell 2000 Growth ETF
+$3,932.4
CP Canadian Pacific Kansas City Limited
+$3,917.19
ROK Rockwell Automation, Inc.
+$3,824
YUM Yum! Brands, Inc.
+$3,803.3
IAU iShares Gold Trust
+$3,744
OTIS Otis Worldwide Corporation
+$3,695.5
F-PB Ford Motor Company 6.20% Notes
+$3,599
BHP BHP Group Ltd.
+$3,492
NFFFX American Funds New World Fund® Class F-2
+$3,457
TROW T. Rowe Price Group, Inc.
+$3,354.78
NYT New York Times Co.
+$3,310
XLY Consumer Discretionary Select Sector SPDR Fund
+$3,153.28
CTVA Corteva Inc.
+$3,145.7
MGEE Mge Energy Inc.
+$3,088.34
AU AngloGold Ashanti plc
+$3,080.21
ILMN Illumina, Inc.
+$3,035
SLP Simulations Plus, Inc.
+$2,996
C Citigroup Inc.
+$2,642.72
VRTX Vertex Pharmaceuticals Incorporated
+$2,629
DXCM DexCom, Inc.
+$2,591
MSI Motorola Solutions, Inc.
+$2,565.6
WDAY Workday Inc.
+$2,470
KEY-PK KeyCorp
+$2,456
SCCO Southern Copper Corporation
+$2,423.78
LW Lamb Weston Holdings, Inc.
+$2,358
FISV Fiserv, Inc.
+$2,213
VNT Vontier Corporation
+$1,935
ABBNY ABB Ltd. Sponsored ADR
+$1,928.2
MO Altria Group, Inc.
+$1,894.17
FCX Freeport-McMoRan Inc.
+$1,882.95
NYCB Flagstar Financial Corporation
+$1,869.66
WDFC WD-40 Company
+$1,850
VLO Valero Energy Corporation
+$1,847
IWM iShares Russell 2000 ETF
+$1,750.32
EXPD Expeditors International of Washington, Inc.
+$1,722.5
GSK GSK plc Sponsored ADR
+$1,713.59
MMIT NYLI MacKay Muni Intermediate ETF
+$1,713.39
XLC Communication Services Select Sector SPDR Fund
+$1,648.06
SXC SunCoke Energy Inc.
+$1,581
RVT Royce Small-Cap Trust, Inc.
+$1,568.8
MASI Masimo Corporation
+$1,500
VIG Vanguard Dividend Appreciation ETF
+$1,425.01
PEG Public Service Enterprise Group Incorporated
+$1,398.42
EBAY eBay Inc.
+$1,240.5
ACV Virtus Diversified Income & Convertible Fund
+$1,238
WDC Western Digital Corporation
+$1,224
RMT Royce Micro-Cap Trust, Inc.
+$1,221.25
PARA Paramount Global
+$1,217.64
PBD Invesco Global Clean Energy ETF
+$1,209.48
RMD ResMed Inc.
+$1,174
PSA Public Storage Common Stock
+$1,118
MAR Marriott International Inc. - Class A
+$1,102.12
BSV Vanguard Short-Term Bond ETF
+$1,098.42
IJJ iShares S&P Mid-Cap 400 Value ETF
+$1,073.44
STLD Steel Dynamics Inc.
+$1,072.98
FBIN Fortune Brands Innovations Inc.
+$1,040
TIP iShares TIPS Bond ETF
+$1,031.94
VWOB Vanguard Emerging Markets Government Bond Fund
+$911.23
UL
UL
+$861
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+$826.76
VGIT Vanguard Intermediate-Term Treasury Fund
+$816.07
NI NiSource Inc.
+$799.5
BNS Bank of Nova Scotia
+$792.8
ZBH Zimmer Biomet Holdings, Inc.
+$771.92
VMBS Vanguard Mortgage-Backed Securities Fund
+$764.46
AAL American Airlines Group Inc.
+$739
OKTA Okta Inc.
+$717
DAL Delta Air Lines, Inc.
+$669
SUSA iShares MSCI USA ESG Select ETF
+$619.33
AB AllianceBernstein Holding L.P.
+$614.28
DSI iShares MSCI KLD 400 Social ETF
+$611.5
CHKP Check Point Software Technologies Ltd.
+$576
VGSH Vanguard Short-Term Treasury Fund
+$572.48
SPLK Splunk Inc
+$568
BKLN Invesco Senior Loan ETF
+$491.52
WY Weyerhaeuser Company
+$472.38
WEC WEC Energy Group Inc.
+$417.16
SRLN SPDR Blackstone Senior Loan ETF
+$392.04
GM General Motors Company
+$391.25
HPE Hewlett Packard Enterprise Company
+$362
ALRM Alarm.com Holdings Inc.
+$360
PGX Invesco Preferred ETF
+$315.93
TREX Trex Company, Inc.
+$272.81
SJM The J.M. Smucker Company
+$272.48
VOE Vanguard Mid-Cap Value ETF
+$251.75
VCSH Vanguard Short-Term Corporate Bond ETF
+$243.11
ALC Alcon Inc.
+$222.57
FFIV F5 Inc.
+$218
CCL Carnival Corporation Ltd.
+$209
ARKK ARK Innovation ETF Fund
+$181.8
SPXCY Singapore Exchange Limited
+$176.91
MS-PE Morgan Stanley
+$164
ROP Roper Technologies Inc.
+$149.5
IBDP iShares iBonds Dec 2024 Term Corporate ETF
+$142.14
IBDO iShares iBonds Dec 2023 Term Corporate ETF
+$139.74
SCHG Schwab U.S. Large-Cap Growth ETF
+$138.04
MFC Manulife Financial Corporation
+$126.02
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
+$124
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+$97.44
SNAP Snap Inc.
+$95
BIIB Biogen Inc.
+$88
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+$64.97
K Kellanova Inc.
+$48.2
ZM Zoom Video Communications, Inc.
+$43
MSEX Middlesex Water Company
+$35
0977
097797104
$0
0318
031835101
$0
SUMO Sumo Logic Inc
$0
OMIC Singular Genomics Systems, Inc.
$0
LIN
LIN
$0
TSLA Tesla, Inc.
-$1.65M
AAPL Apple Inc.
-$1.14M
AVGO Broadcom Inc.
-$1.06M
DFAS Dimensional U.S. Small Cap ETF
-$760,341.45
GOOGL Alphabet Inc
-$561,246.73
PFE Pfizer Inc.
-$556,834.44
UNH UnitedHealth Group Incorporated
-$542,696.83
ADBE Adobe Inc.
-$509,868.98
HON Honeywell International Inc.
-$502,495.28
PYPL PayPal Holdings Inc
-$442,052.05
PNC The PNC Financial Services Group, Inc.
-$438,294.86
KEY KeyCorp
-$300,633.13
DHR Danaher Corporation
-$265,353.59
APD Air Products and Chemicals, Inc.
-$239,320.9
GOOG Alphabet Inc
-$219,720.09
MTB M&T Bank Corporation
-$211,019.37
LMT Lockheed Martin Corporation
-$121,757.84
IJR iShares Core S&P Small-Cap ETF
-$110,360.92
SCHW Charles Schwab Corporation
-$109,372.26
USB U.S. Bancorp
-$108,077.4
NKE Nike, Inc. - Class B
-$104,599.42
ACN Accenture plc Class A
-$84,213.7
HBAN Huntington Bancshares Incorporated
-$77,927.14
NSC Norfolk Southern Corporation
-$72,504.92
TFC Truist Financial Corporation
-$70,894.48
NOW ServiceNow, Inc.
-$70,111.44
NEE NextEra Energy, Inc.
-$67,437.09
DLR Digital Realty Trust, Inc.
-$63,617.37
NOC Northrop Grumman Corporation
-$62,454.46
COP ConocoPhillips
-$62,089.2
RHHBY Roche Holding AG
-$54,282.15
CVS CVS Health Corporation
-$54,228.6
FITB Fifth Third Bancorp
-$46,387.86
BA Boeing Company
-$44,063.24
EMR Emerson Electric Co.
-$35,502.12
LULU lululemon athletica inc.
-$32,292.5
LKQ LKQ Corporation
-$32,142.8
QQQ Invesco QQQ Trust, Series 1
-$26,870.33
HRL Hormel Foods Corporation
-$21,547.94
BTI British American Tobacco p.l.c. ADR
-$20,679.22
MMM 3M Company
-$20,493.47
RF Regions Financial Corporation
-$20,217.14
BAC Bank of America Corporation
-$20,050.25
MS Morgan Stanley
-$17,793.95
PRU Prudential Financial, Inc.
-$16,534.96
IFF International Flavors & Fragrances Inc.
-$15,941.66
ACLC American Century Large Cap Equity Fund
-$15,805.7
ORCL Oracle Corporation
-$15,558.47
CBU Community Bank System, Inc.
-$12,836.8
DES WisdomTree U.S. SmallCap Dividend Fund
-$12,116.19
TD The Toronto-Dominion Bank
-$10,385.72
FIS Fidelity National Information Services, Inc.
-$9,846.65
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
-$9,074.4
CRL Charles River Laboratories International, Inc.
-$8,329.28
MET MetLife Inc.
-$8,025.95
JCI Johnson Controls International plc
-$7,445.5
BLK BlackRock, Inc.
-$7,398.04
GD General Dynamics Corporation
-$6,294.06
BDX Becton, Dickinson and Company
-$5,838.64
CNOBP ConnectOne Bancorp, Inc. 5.25% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A
-$5,611.64
O Realty Income Corporation
-$5,340.82
STZ Constellation Brands, Inc.
-$5,157.61
HDV iShares Core High Dividend ETF
-$4,486.41
D Dominion Energy, Inc.
-$4,453.23
CSX CSX Corporation
-$4,305.64
LH
LH
-$3,963
NFG National Fuel Gas Company
-$3,736.42
ELV Elevance Health, Inc.
-$3,262.6
CI The Cigna Group
-$2,684.64
XBI SPDR S&P Biotech ETF
-$2,410.31
MTUM iShares MSCI USA Momentum Factor ETF
-$2,288.44
IRBT iRobot Corporation
-$2,245
HES Hess Corporation
-$2,108.38
VFC V.F. Corporation
-$1,890.5
MPC Marathon Petroleum Corporation
-$1,888.47
GPC Genuine Parts Company
-$1,851.22
ADM Archer-Daniels-Midland Co
-$1,516.47
AMCR Amcor plc
-$1,488.88
RIVN Rivian Automotive, Inc.
-$1,475
ES Eversource Energy
-$1,365.94
FORR Forrester Research Inc.
-$1,125
XYL Xylem Inc.
-$1,042
GWH Ess Tech Inc.
-$1,040
WHR Whirlpool Corporation
-$891
VBR VANGUARD SMALL-CAP VALUE ETF
-$841.92
XEL Xcel Energy Inc.
-$831.6
GILD Gilead Sciences Inc.
-$787
SRE Sempra
-$776.46
AWR American States Water Co.
-$753.92
DDOG Datadog, Inc. Class A Common Stock
-$715.59
CAG Conagra Brands Inc.
-$636.84
SFTBY SoftBank Group Corp.
-$576
STT State Street Corp
-$562.5
VMC Vulcan Materials Company
-$470.5
BF-B Brown-Forman Corporation
-$457.36
AEE Ameren Corporation
-$419.2
KHC The Kraft Heinz Company
-$349.64
GS The Goldman Sachs Group, Inc.
-$344.75
HRGLY Hargreaves Lansdown PLC
-$312.76
APH Amphenol Corporation
-$309.14
CNXN PC Connection, Inc.
-$267
EXC Exelon Corporation
-$261.16
XLF Financial Select Sector SPDR Fund
-$244.58
TJX The TJX Companies, Inc.
-$242.13
LUV Southwest Airlines Co.
-$232.28
HBI Hanesbrands Inc.
-$220
XLU Utilities Select Sector SPDR Fund
-$192.23
SAM The Boston Beer Company Inc.
-$184
EL The Estée Lauder Companies Inc. Class A
-$169.49
OKE ONEOK, Inc.
-$150.5
TTE TotalEnergies SE
-$124.98
UHAL U-Haul Holding Company
-$122
COUR Coursera Inc.
-$110.36
SUZ Suzano S.A. Sponsored ADR
-$103
SEIC SEI Investments Company
-$96
PSX Phillips 66
-$80.93
VTEB Vanguard Tax-Exempt Bond ETF
-$37.43
CMI Cummins Inc.
-$32.9
OTCM OTC Markets Group Inc.
-$30
VALW
VALWS
-$3
Events
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| Trades 1115 | Longs Won 640/1115 57% | Profit Factor 1.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $401,317.66 |
| Average Win $121,981.04 | Best Trade (Jun 09) $5.22M | Sharpe Ratio -12.35 |
| Average Loss -$101,530.58 | Worst Trade (Mar 30) -$3.6M | Z-Score -4.83 (100%) |
| Commissions $0 | Avg. Trade Length 4m 1w 6d | Expectancy -$13,957.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
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Returns
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FAQ
Which stocks have generated the highest profits for Cydney Shapleigh?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $4.06M, Vanguard Mid-Cap ETF - $3.47M, Microsoft Corp - $3.34M, AbbVie Inc - $2.31M, and Meta Platforms Inc Class A - $2.11M. 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: Tesla, Inc - $1.65M, Apple Inc - $1.14M, Broadcom Inc - $1.06M, Dimensional U.S. Small Cap ETF - $760,341.45, and Alphabet Inc - $561,246.73. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cydney Shapleigh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.88M earned over time. The largest contributors to dividend income include Vanguard Mid-Cap ETF - $708,800.08, Vanguard Real Estate ETF - $544,469.12, AbbVie Inc - $282,402.58, SPDR S&P 600 Small Cap Value ETF - $260,848.82, and Exxon Mobil Corporation - $254,164.51. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cydney Shapleigh's monthly returns?
Cydney Shapleigh'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 Cydney Shapleigh's strategy be considered aggressive or moderate?
It is difficult to clearly classify Cydney Shapleigh's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Cydney Shapleigh's strategy?
It is difficult to determine whether Cydney Shapleigh's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
