SM
Stephen Morella
Joined Feb 10, 2024
All portfolios
Name
20
Return
43%YTDRank
87%
Top
Static Portfolio
14 positions
Nov 13, 2025
Currency in USD
AI/Technology Portfolio
5 views
Return
27%YTDRank
40%
Average
Static Portfolio
11 positions
Nov 13, 2025
Currency in USD
Apex Aggressive Core-Satellite
11 views
Return
5%YTDRank
16%
Bottom
Static Portfolio
16 positions
Apr 4, 2024
Currency in USD
Return
11%YTDRank
52%
Average
Static Portfolio
5 positions
Feb 25, 2026
Currency in USD
Apex Global Balanced
5 views
Return
7%YTDRank
48%
Average
Static Portfolio
8 positions
Feb 25, 2026
Currency in USD
Apex Global Conservative
3 views
Return
3%YTDRank
49%
Average
Static Portfolio
11 positions
Feb 25, 2026
Currency in USD
Apex Global Fixed Income
5 views
Return
1%YTDRank
23%
Bottom
Static Portfolio
6 positions
Feb 25, 2026
Currency in USD
Apex Global Growth
3 views
Return
9%YTDRank
50%
Average
Static Portfolio
8 positions
Feb 25, 2026
Currency in USD
Return
5%YTDRank
53%
Average
Static Portfolio
11 positions
Feb 25, 2026
Currency in USD
Apex Global Moderate Growth
4 views
Return
8%YTDRank
48%
Average
Static Portfolio
8 positions
Feb 25, 2026
Currency in USD
Apex Indexed Domestic 100/0
29 views
Return
7%YTDRank
28%
Average
Static Portfolio
6 positions
Jul 2, 2024
Currency in USD
Apex Indexed Domestic 50/50
8 views
Return
5%YTDRank
47%
Average
Static Portfolio
7 positions
May 20, 2024
Currency in USD
Apex Indexed Domestic 60/40
43 views
Return
6%YTDRank
45%
Average
Static Portfolio
7 positions
Feb 11, 2024
Currency in USD
Return
9%YTDRank
39%
Average
Static Portfolio
7 positions
Feb 12, 2025
Currency in USD
Return
9%YTDRank
42%
Average
Static Portfolio
7 positions
Feb 11, 2024
Currency in USD
Return
7%YTDRank
44%
Average
Static Portfolio
7 positions
Jun 18, 2024
Currency in USD
Apex US Indexed 70/30
14 views
Return
5%YTDRank
32%
Average
Static Portfolio
9 positions
Oct 28, 2024
Currency in USD
Bonvillain Portfolio
3 views
Return
4%YTDRank
84%
Top
Static Portfolio
5 positions
Dec 3, 2025
Currency in USD
Bonvillain Portfolio 2
4 views
Return
4%YTDRank
84%
Top
Static Portfolio
5 positions
Dec 3, 2025
Currency in USD
Fidelity 100/0
3 views
Return
9%YTDRank
30%
Average
Static Portfolio
6 positions
Oct 17, 2024
Currency in USD