Marshall Investment Management LLC Portfolio
Invests via MARSHALL INVESTMENT MANAGEMENT, LLC | Managed by Lindsay Marie Rider
Invests via MARSHALL INVESTMENT MANAGEMENT, LLC
Managed by Lindsay Marie Rider
Automatically Tracked
Company Profile
Privately held investment manager specializing in alternative credit and structured products, MARSHALL INVESTMENT MANAGEMENT, LLC operates as a boutique fiduciary to institutional and high-net-worth clients. The firm focuses on secondary market fixed income, mortgage-backed securities, and tailored liability-driven strategies, emphasizing credit research and risk-adjusted yield enhancement. Capital deployment targets opportunistic and relative-value pockets across US mortgage and asset-backed markets, supporting portfolio customization, trading liquidity, and balance-sheet optimization for pension, insurance, and foundation investors.
Privately held investment manager specializing in alternative credit and structured products, MARSHALL INVESTMENT MANAGEMENT, LLC operates as a boutique fiduciary to institutional and high-net-worth clients. The firm focuses on secondary market fixed income, mortgage-backed securities, and tailored liability-driven strategies, emphasizing credit research and risk-adjusted yield enhancement. Capital deployment targets opportunistic and relative-value pockets across US mortgage and asset-backed markets, supporting portfolio customization, trading liquidity, and balance-sheet optimization for pension, insurance, and foundation investors.
Investment Philosophy & Strategy
Specializes in opportunistic fixed-income solutions that prioritize downside protection and durable income generation. The firm blends deep credit research with relative-value trading to extract alpha across mortgage-backed, asset-backed and other structured credit markets, emphasizing secondary-market liquidity and bespoke liability-driven overlays. Capital allocation is pragmatic and nimble—favoring asymmetric risk-reward, short- to medium-duration positioning, active hedging, and customized mandates for institutional and high-net-worth clients to optimize yield, capital efficiency and balance-sheet outcomes.
Specializes in opportunistic fixed-income solutions that prioritize downside protection and durable income generation. The firm blends deep credit research with relative-value trading to extract alpha across mortgage-backed, asset-backed and other structured credit markets, emphasizing secondary-market liquidity and bespoke liability-driven overlays. Capital allocation is pragmatic and nimble—favoring asymmetric risk-reward, short- to medium-duration positioning, active hedging, and customized mandates for institutional and high-net-worth clients to optimize yield, capital efficiency and balance-sheet outcomes.
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:
16.12%
Gain +1.79%
Monthly
0.79%
Yearly
9.93%
Drawdown
16.79%
$224.99M
Equity
Holdings
$224.99M
Investment
$199.4M
$27.28M
Profit +$3.49M
Realized
$1.69M
Unrealized
$25.59M
Dividends
$3.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.79%
Profit
$3.49M
Win %
76%
This Week
Compared To Last Week
Gain
0.5%
Profit
$1.12M
Win %
76%
This Month
Compared to last month
Gain
-0.11%
Profit
-$250,565.39
Win %
76%
This Year
Compared to last year
Gain
9.8%
Profit
$20.07M
Win %
75%
MU Micron Technology, Inc.
+8.02%
+$43,513.79 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
+6.42%
+$729.23 
LITE Lumentum Holdings Inc.
+6.35%
+$1,702.05 
COHR Coherent Corp.
+6.08%
+$173.6 
DELL Dell Technologies Inc.
+5.57%
+$467.82 
CRDO Credo Technology Group Holding Ltd.
+4.96%
+$894.2 
AMD Advanced Micro Devices, Inc.
+4.74%
+$3,005.1 
STRL Sterling Infrastructure, Inc.
+4.18%
+$571.41 
DAPP VanEck Digital Transformation ETF
+4.08%
+$362.6 
IGPT Invesco AI and Next Gen Software ETF
+3.74%
+$579.42 
SOXQ Invesco PHLX Semiconductor ETF
+3.71%
+$145,181.61 
ANET Arista Networks, Inc.
+3.7%
+$225.72 
ORCL Oracle Corporation
+3.54%
+$1,840.4 
FTHF First Trust Emerging Markets Human Flourishing ETF
+3.5%
+$165,255.08 
SMR NuScale Power Corporation
+3.5%
+$0.83 
FRDM Freedom 100 Emerging Markets ETF
+3.23%
+$3,773.12 
VRT Vertiv Holdings Co
+2.72%
+$190.56 
MTUM iShares MSCI USA Momentum Factor ETF
+2.61%
+$703.1 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+2.55%
+$425.88 
XNTK SPDR NYSE Technology ETF
+2.45%
+$1,023.58 
CAT Caterpillar Inc.
+2.19%
+$284.55 
LIT GLOBAL X LITHIUM & BATTERY T
+2.18%
+$45,775.38 
CDNS Cadence Design Systems, Inc.
+2.12%
+$63 
ARKK ARK Innovation ETF Fund
+1.99%
+$4,100.48 
AVEM Avantis Emerging Markets Equity ETF
+1.86%
+$129.48 
ARKW ARK Next Generation Internet ETF
+1.85%
+$34,446.72 
URA Global X Uranium ETF
+1.82%
+$69.8 
DTCR Global X Data Center & Digital Infrastructure ETF
+1.81%
+$450 
NVDA NVIDIA Corporation
+1.75%
+$95,349.49 
TSLA Tesla, Inc.
+1.65%
+$470.47 
XME SPDR S&P Metals & Mining ETF
+1.61%
+$14,050.58 
FFLG Fidelity Fund Large Cap Growth ETF
+1.57%
+$105,318.76 
FNV Franco-Nevada Corporation
+1.52%
+$249.28 
JGRO JPMorgan Active Growth ETF
+1.51%
+$7,758.99 
AVGO Broadcom Inc.
+1.48%
+$5,153.98 
FV First Trust Dorsey Wright Focus 5 ETF
+1.47%
+$45,847.98 
UNH UnitedHealth Group Incorporated
+1.4%
+$159.57 
ARKQ Ark Autonomous Technology & Robotics ETF
+1.4%
+$1,582.73 
GS The Goldman Sachs Group, Inc.
+1.4%
+$3,724.15 
CNEQ Alger Concentrated Equity ETF
+1.39%
+$1,093.01 
CMP Compass Minerals International Inc.
+1.38%
+$70.87 
OXY Occidental Petroleum Corporation
+1.37%
+$1,743.3 
IMTM iShares MSCI International Momentum Factor ETF
+1.37%
+$131.6 
JOBY Joby Aviation, Inc.
+1.34%
+$10 
PICK iShares MSCI Global Metals & Mining Producers ETF
+1.27%
+$403.99 
VWO Vanguard FTSE Emerging Markets ETF
+1.24%
+$83.52 
QQQ Invesco QQQ Trust, Series 1
+1.2%
+$610.28 
NLR VanEck Uranium and Nuclear ETF
+1.19%
+$19,537.5 
SERV Serve Robotics Inc.
+1.16%
+$16.32 
TEM Tempus AI, Inc.
+1.14%
+$24.2 
CSCO Cisco Systems, Inc.
+1.08%
+$2,209.2 
BP BP p.l.c. Sponsored ADR
+1.02%
+$58.48 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.01%
+$22,789.34 
OUNZ VanEck Merk Gold Trust
+1%
+$0.39 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.99%
+$16,998.93 
NET Cloudflare Inc.
+0.99%
+$81 
COP ConocoPhillips
+0.98%
+$152.76 
GLD SPDR Gold Shares
+0.97%
+$167,023.48 
REMX VanEck Rare Earth and Strategic Metals ETF
+0.96%
+$292.12 
CRAK VANECK OIL REFINERS ETF
+0.95%
+$254.28 
MGNR American Beacon GLG Natural Resources ETF
+0.94%
+$45 
BWA BorgWarner Inc.
+0.91%
+$14 
XMMO Invesco S&P MidCap Momentum ETF
+0.9%
+$30.8 
FCVT First Trust SSI Strategic Convertible Securities ETF
+0.88%
+$88.31 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.85%
+$23.73 
FTAG First Trust Indxx Global Agriculture ETF
+0.83%
+$6.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.79%
+$2,329.33 
VOT Vanguard Mid-Cap Growth ETF
+0.78%
+$875.87 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.77%
+$20.8 
FTRI First Trust Indxx Global Natural Resources Income ETF
+0.77%
+$76.01 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.76%
+$72.19 
ARKG ARK Genomic Revolution ETF
+0.73%
+$388.36 
XOM Exxon Mobil Corporation
+0.73%
+$1,463.4 
CQP Cheniere Energy Partners L.P.
+0.72%
+$116.84 
TM Toyota Motor Corporation
+0.72%
+$14.08 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.71%
+$14,084.31 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.69%
+$18.6 
GSBD Goldman Sachs BDC Inc.
+0.69%
+$0.24 
VUG Vanguard Growth ETF
+0.67%
+$4,237.38 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
+0.65%
+$81,706.8 
SHEL Shell plc
+0.64%
+$69.3 
MRK Merck & Co., Inc.
+0.61%
+$409.96 
DFIV Dimensional International Value ETF
+0.61%
+$59.3 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.58%
+$1,429.68 
IRDM Iridium Communications Inc.
+0.58%
+$143.64 
ARKX ARK Space & Defense Innovation ETF
+0.57%
+$6,617.8 
XLE Energy Select Sector SPDR Fund
+0.55%
+$281.28 
FYC First Trust Small Cap Growth Fund
+0.54%
+$16.25 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.51%
+$165.22 
UPS United Parcel Service, Inc.
+0.5%
+$478.8 
PANW Palo Alto Networks, Inc.
+0.5%
+$247.39 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.48%
+$745.87 
DFIC Dimensional International Core Equity Market ETF
+0.46%
+$65.96 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.45%
+$168.6 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.45%
+$18,955.62 
AUR Aurora Innovation, Inc.
+0.41%
+$16.98 
USMC Principal U.S. Mega-Cap ETF
+0.4%
+$363.81 
RDVY First Trust Rising Dividend Achievers ETF
+0.39%
+$22,661 
IVV iShares Core S&P 500 ETF
+0.37%
+$698.88 
AXON Axon Enterprise, Inc.
+0.36%
+$15.12 
IYY iShares Dow Jones U.S. ETF
+0.35%
+$60.72 
SPY SPDR S&P 500 ETF Trust
+0.34%
+$6,745.34 
XSMO Invesco S&P SmallCap Momentum ETF
+0.32%
+$7,323.68 
BRF VanEck Brazil Small-Cap ETF
+0.31%
+$8.52 
NMAX Newsmax Inc.
+0.31%
+$0.54 
VOO Vanguard S&P 500 ETF
+0.31%
+$5,014.75 
SFLR Innovator Equity Managed Floor ETF
+0.3%
+$62.06 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.3%
+$0.53 
RBLX Roblox Corporation
+0.3%
+$66.24 
DIHP Dimensional International High Profitability Portfolio
+0.3%
+$28.3 
GH Guardant Health Inc.
+0.29%
+$206.4 
VTWO Vanguard Russell 2000 ETF
+0.28%
+$147.51 
IWM iShares Russell 2000 ETF
+0.26%
+$123.88 
META Meta Platforms Inc Class A
+0.24%
+$637.06 
SCHX Schwab U.S. Large-Cap ETF
+0.24%
+$62.16 
APD Air Products and Chemicals, Inc.
+0.24%
+$14.1 
NFLX Netflix, Inc.
+0.24%
+$1.6 
FMDE Fidelity Enhanced Mid Cap ETF
+0.22%
+$191.61 
DUHP Dimensional US High Profitability ETF
+0.21%
+$48.79 
NUMG Nuveen ESG Mid-Cap Growth ETF
+0.2%
+$181.57 
VB Vanguard Small-Cap ETF
+0.16%
+$142.14 
RPAR Rpar Risk Parity ETF
+0.15%
+$20.52 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.15%
+$61.62 
CB Chubb Limited
+0.13%
+$15.98 
MDY SPDR S&P MidCap 400 ETF Trust
+0.13%
+$52.77 
IBM International Business Machines Corporation
+0.12%
+$22.7 
AVSC Avantis U.S. Small Cap Equity ETF
+0.11%
+$11.2 
JHMM John Hancock Multifactor Mid Cap ETF
+0.11%
+$1,105.84 
LLY Eli Lilly and Company
+0.11%
+$4,890.48 
CVS CVS Health Corporation
+0.09%
+$370.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.09%
+$405.18 
VSNT Versant Media Group, Inc.
+0.08%
+$0.09 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.07%
+$53.67 
DFUV Dimensional US Marketwide Value ETF
+0.06%
+$14.34 
LPLA LPL Financial Holdings Inc.
+0.02%
+$0.4 
KIE SPDR S&P Insurance ETF
+0.02%
+$32.59 
IWR iShares Russell Mid-Cap ETF
+0.02%
+$9.28 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$0.01 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
+$0.01 
LAC
0%
$0 
MFSB
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LMT Lockheed Martin Corporation
-2.96%
-$12,688.94 
TSCO Tractor Supply Company
-2.87%
-$26.1 
ELF Elf Beauty Inc.
-2.62%
-$16.72 
ADBE Adobe Inc.
-2.25%
-$52.9 
DUOL Duolingo, Inc.
-2.22%
-$62.37 
MMS Maximus Inc.
-2.05%
-$19.04 
NDAQ Nasdaq, Inc.
-1.63%
-$1,476 
MDLZ Mondelez International, Inc.
-1.63%
-$422.72 
S SentinelOne Inc.
-1.54%
-$30.6 
MA Mastercard Incorporated
-1.53%
-$385.94 
MO Altria Group, Inc.
-1.53%
-$711.36 
CBLL Ceribell, Inc.
-1.52%
-$33.04 
HD The Home Depot, Inc.
-1.52%
-$505 
V Visa Inc. Class A
-1.48%
-$5,007.61 
DRI Darden Restaurants, Inc.
-1.48%
-$144 
MELI MercadoLibre, Inc.
-1.35%
-$370.12 
FISV Fiserv, Inc.
-1.29%
-$93.1 
VZ Verizon Communications Inc.
-1.24%
-$37,991.7 
KMB Kimberly-Clark Corporation
-1.21%
-$227.94 
VMC Vulcan Materials Company
-1.2%
-$2,376 
CBSH Commerce Bancshares, Inc.
-1.2%
-$473.06 
CL Colgate-Palmolive Company
-1.19%
-$4.36 
LULU lululemon athletica inc.
-1.16%
-$1.35 
LOW Lowe's Companies Inc.
-1.15%
-$266.68 
COST Costco Wholesale Corporation
-1.06%
-$991 
RTX RTX Corporation
-0.99%
-$2,632.52 
NSA National Storage Affiliates Trust
-0.96%
-$148.32 
EIX Edison International
-0.96%
-$122.1 
BA Boeing Company
-0.96%
-$370.65 
MCD McDonald's Corporation
-0.95%
-$266.7 
TGT Target Corporation
-0.94%
-$125.76 
WMT Walmart Inc.
-0.92%
-$31,051.41 
AEP American Electric Power Company, Inc.
-0.92%
-$180 
SYY Sysco Corporation
-0.89%
-$842.4 
ANGX Angel Studios, Inc.
-0.88%
-$1.95 
TOL Toll Brothers Inc
-0.79%
-$180.58 
JNJ Johnson & Johnson
-0.78%
-$19,343.12 
KO The Coca-Cola Company
-0.78%
-$1,288.32 
MTB M&T Bank Corporation
-0.78%
-$25.22 
MET MetLife Inc.
-0.77%
-$27.36 
FIW First Trust Water ETF
-0.77%
-$5,488.73 
AMZN Amazon.com Inc
-0.76%
-$61,347.04 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.76%
-$1,055.22 
ITA iShares U.S. Aerospace & Defense ETF
-0.75%
-$478.8 
PHO Invesco Water Resources ETF
-0.74%
-$380.19 
CRWD CrowdStrike Holdings, Inc.
-0.71%
-$47,024.72 
PCG PG&E Corporation
-0.69%
-$3.6 
DUK Duke Energy Corporation
-0.68%
-$22,595.94 
SBUX Starbucks Corporation
-0.68%
-$146.26 
WEC WEC Energy Group Inc.
-0.68%
-$3,405.56 
KHC The Kraft Heinz Company
-0.66%
-$62.9 
FTCS First Trust Capital Strength ETF
-0.65%
-$15,236.55 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$61,057.95 
BKH Black Hills Corporation
-0.61%
-$427.25 
FVD First Trust Value Line Dividend Index Fund
-0.61%
-$16,939.8 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.6%
-$103.86 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.6%
-$1,626.08 
PM Philip Morris International Inc.
-0.59%
-$1,111.5 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.59%
-$18,651 
GOOGL Alphabet Inc
-0.58%
-$501.84 
MISL First Trust Indxx Aerospace & Defense ETF
-0.58%
-$5,610.01 
PRU Prudential Financial, Inc.
-0.58%
-$33.32 
GOOG Alphabet Inc
-0.57%
-$32,899.74 
GTLB GitLab Inc.
-0.57%
-$31.2 
PEG Public Service Enterprise Group Incorporated
-0.57%
-$44.5 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.57%
-$649.76 
MPLX MPLX LP
-0.55%
-$3,380.58 
DNP DNP Select Income Fund Inc.
-0.54%
-$96 
AAPL Apple Inc.
-0.54%
-$34,453.05 
FMHI First Trust Municipal High Income Fund
-0.52%
-$88.63 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.52%
-$15,841 
CCL Carnival Corporation Ltd.
-0.52%
-$112.32 
XLC Communication Services Select Sector SPDR Fund
-0.51%
-$57.12 
MSFT Microsoft Corp.
-0.5%
-$40,600.19 
DVY iShares Select Dividend ETF
-0.5%
-$294.4 
LMBS First Trust Low Duration Opportunities ETF
-0.49%
-$539.25 
XLU Utilities Select Sector SPDR Fund
-0.49%
-$253.66 
CMCSA Comcast Corp
-0.48%
-$11.04 
RCL Royal Caribbean Group
-0.48%
-$138 
FLBR Franklin FTSE Brazil ETF
-0.47%
-$14.91 
FTSL First Trust Senior Loan ETF
-0.47%
-$30.02 
USB U.S. Bancorp
-0.44%
-$703.92 
FMB First Trust Managed Municipal Fund
-0.43%
-$203.48 
FTQI First Trust Nasdaq BuyWrite Fund
-0.43%
-$2,514.27 
PLTR Palantir Technologies Inc.
-0.4%
-$520.02 
RDVI FT Vest Rising Dividend Achievers Fund
-0.4%
-$2,631.32 
EHC Encompass Health Corporation
-0.39%
-$0.43 
DGRO iShares Core Dividend Growth ETF
-0.39%
-$523.92 
GRPM Invesco S&P MidCap 400 GARP ETF
-0.37%
-$7.43 
FTXH First Trust NASDAQ Pharmaceuticals ETF
-0.34%
-$5,803.27 
IWD iShares Russell 1000 Value ETF
-0.34%
-$228.25 
UBER Uber Technologies, Inc.
-0.33%
-$3.6 
BHF Brighthouse Financial Inc.
-0.32%
-$0.61 
DIS The Walt Disney Company
-0.32%
-$15.25 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.32%
-$1,386.15 
AMGN Amgen Inc.
-0.29%
-$8,328.88 
EMLP First Trust North American Energy Infrastructure Fund
-0.27%
-$817.32 
BAC Bank of America Corporation
-0.27%
-$43.2 
FELV Fidelity Enhanced Large Cap Value ETF
-0.26%
-$17,690.29 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.26%
-$4,705.47 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.24%
-$790.13 
VCRB Vanguard Core Bond ETF
-0.24%
-$220.34 
NOW ServiceNow, Inc.
-0.24%
-$3.75 
KBWP Invesco KBW Property & Casualty Fund
-0.24%
-$26.89 
VOE Vanguard Mid-Cap Value ETF
-0.24%
-$420.85 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$82.11 
JRS Nuveen Real Estate Income Fund
-0.23%
-$21.32 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.21%
-$189.67 
RPV Invesco S&P 500 Pure Value ETF
-0.21%
-$23,573.65 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.21%
-$414 
VOOV Vanguard S&P 500 Value ETF
-0.2%
-$1,110.56 
MTBA Simplify MBS ETF
-0.19%
-$8.93 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.19%
-$32.2 
QSR Restaurant Brands International Inc.
-0.19%
-$14.7 
FLXR TCW Flexible Income ETF
-0.14%
-$5,584.04 
CGCV Capital Group Conservative Equity ETF
-0.14%
-$41.85 
XAR SPDR S&P Aerospace & Defense ETF
-0.14%
-$3,503.15 
XLI Industrial Select Sector SPDR Fund
-0.14%
-$2,330.64 
PAVE Global X U.S. Infrastructure Development ETF
-0.12%
-$3,089.65 
JPM JPMorgan Chase & Co.
-0.12%
-$6,393.27 
DAL Delta Air Lines, Inc.
-0.11%
-$13.05 
BSV Vanguard Short-Term Bond ETF
-0.1%
-$41.48 
ELMD Electromed Inc.
-0.09%
-$14 
TD The Toronto-Dominion Bank
-0.08%
-$3.8 
BNDX Vanguard Total International Bond ETF
-0.07%
-$12.49 
HYXF iShares ESG Advanced High Yield Fund
-0.07%
-$167.73 
PTY PIMCO Corporate & Income Opportunity Fund
-0.04%
-$23.66 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.03%
-$40.74 
EIPX FT Energy Income Partners Strategy ETF
-0.03%
-$505.83 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$3.13 
FTSM First Trust Enhanced Short Maturity Fund
0%
-$1.44 Events
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Dividends
Dividend Analysis
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| Trades 807 | Longs Won 420/807 52% | Profit Factor 3.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $192,378.39 |
| Average Win $88,544.76 | Best Trade (Jul 21) $2.12M | Sharpe Ratio -3.62 |
| Average Loss -$25,595.71 | Worst Trade (Jul 24) -$1.78M | Z-Score -1.43 (85.23%) |
| Commissions $0 | Avg. Trade Length 5m 1w 4d | Expectancy $33,805.95 |
| 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 | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
Hover over the desired column for a detailed explanation.
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 Marshall Investment Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $1.29M, Microsoft Corp - $996,171.32, JPMorgan Chase & Co - $794,086.8, SPDR Gold Shares - $780,572.86, and SPDR S&P 500 ETF Trust - $772,888.19. 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: Apple Inc - $784,940.6, NVIDIA Corporation - $722,878.93, Meta Platforms Inc Class A - $698,537.11, Invesco AI and Next Gen Software ETF - $582,621.7, and First Trust RBA American Industrial Renaissance ETF - $539,536.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Marshall Investment Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.09M earned over time. The largest contributors to dividend income include First Trust Institutional Preferred Securities and Income ETF - $231,731.01, Verizon Communications Inc - $205,320.92, PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF - $202,281.76, JPMorgan Chase & Co - $135,588.2, and Duke Energy Corporation - $121,534.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Marshall Investment Management LLC's monthly returns?
Marshall Investment Management LLC'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 Marshall Investment Management LLC's strategy be considered aggressive or moderate?
Marshall Investment Management LLC'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 Marshall Investment Management LLC's strategy?
Marshall Investment Management LLC'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.
