SRS

Scott R. Saal Portfolio

Invests via VIRGINIA WEALTH MANAGEMENT GROUP Inc. | Managed by Scott R. Saal, Stephen R. Saal

Invests via VIRGINIA WEALTH MANAGEMENT GROUP Inc.

Managed by Scott R. Saal, Stephen R. Saal

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:12 PM

Scott R. Saal Profile

Scott R. Saal is a prominent figure in the private equity space, recognized for his strategic leadership and operational acumen. With a robust background that includes overseeing diverse portfolio companies, he has demonstrated expertise in driving value creation and growth across various sectors. His experience spans significant investment transactions where he successfully enhanced performance metrics and investor returns. As an influential operator, Scott plays a critical role in aligning stakeholder interests while championing innovation within his firms.

Investment Philosophy & Strategy

Opportunities in the private equity landscape demand sharp strategic insight and operational excellence, qualities exemplified by Scott R. Saal. With a history of steering investments that focus on performance enhancement and stakeholder alignment, he prioritizes transformative growth across diverse sectors. His ability to capitalize on market dynamics is complemented by a commitment to fostering innovation within portfolio companies, driving both value creation and sustainable success. This multifaceted approach enables his firms to adapt proactively while seeking avenues for expansion amidst changing economic conditions.

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:

22.76%

Gain +0.64%

Monthly

0.26%

Yearly

3.23%

Drawdown

13.37%

$195.4M

Equity

Holdings

$195.4M

Investment

$153.47M

$32.98M

Profit +$1.46M

Realized

-$8.95M

Unrealized

$41.93M

Dividends

$18.05M

Goals

Avg. 85.5% completed goals

Yearly

Gain > 5%

2026

71%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.64%

Profit

$1.46M

Win %

69%

This Week

Compared To Last Week

Gain

1.92%

Profit

$3.67M

Win %

69%

This Month

Compared to last month

Gain

0.7%

Profit

$1.36M

Win %

69%

This Year

Compared to last year

Gain

3.53%

Profit

$6.86M

Win %

67%

Gainers
Losers

QCOM QUALCOMM Incorporated

+4.28%

+$266,328.13

GDX VanEck Gold Miners ETF

+2.98%

+$5,916

EFX Equifax Inc.

+2.54%

+$6,090

VZ Verizon Communications Inc.

+2.46%

+$82,734.96

JPM JPMorgan Chase & Co.

+2.3%

+$165,699.23

FURY Fury Gold Mines Limited

+2.13%

+$777

STAG Stag Industrial Inc.

+2.03%

+$72,376.15

TGT Target Corporation

+1.95%

+$103,225.8

KMI Kinder Morgan, Inc.

+1.82%

+$121,494.36

D Dominion Energy, Inc.

+1.81%

+$68,198.18

BX Blackstone Inc.

+1.57%

+$74,508.5

BLK BlackRock, Inc.

+1.56%

+$80,606.26

ADI Analog Devices, Inc.

+1.35%

+$28,056.09

O Realty Income Corporation

+1.32%

+$45,636.74

ABBV AbbVie Inc.

+1.3%

+$2,681.8

AFL Aflac Inc.

+1.16%

+$56,988.9

ARTY iShares Future AI & Tech ETF

+1.09%

+$3,950

BRK-A Berkshire Hathaway Inc.

+0.93%

+$81,468

RSP Invesco S&P 500 Equal Weight ETF

+0.92%

+$4,529.71

MKL Markel Group Inc.

+0.87%

+$28,128

SO The Southern Company

+0.8%

+$41,320.68

CVX Chevron Corporation

+0.75%

+$48,774.25

PSX Phillips 66

+0.74%

+$49,329.36

HD The Home Depot, Inc.

+0.73%

+$14,602.84

BRK-B Berkshire Hathaway Inc.

+0.69%

+$1,788.91

COST Costco Wholesale Corporation

+0.68%

+$4,235.76

EMR Emerson Electric Co.

+0.66%

+$28,231.14

DUK Duke Energy Corporation

+0.64%

+$31,711.76

SPY SPDR S&P 500 ETF Trust

+0.57%

+$8,459.98

MAA Mid-America Apartment Communities, Inc.

+0.57%

+$26,393.11

GOOGL Alphabet Inc

+0.53%

+$4,299.41

GOOG Alphabet Inc

+0.45%

+$1,820.79

HSY The Hershey Company

+0.42%

+$17,035.02

WMT Walmart Inc.

+0.41%

+$17,009

PEP PepsiCo, Inc.

+0.4%

+$21,142.74

AMGN Amgen Inc.

+0.34%

+$14,158.12

DRI Darden Restaurants, Inc.

+0.31%

+$17,464.2

NVDA NVIDIA Corporation

+0.18%

+$740

MSFT Microsoft Corp.

+0.13%

+$6,554.08

CB Chubb Limited

+0.1%

+$6,217.24

IBDR iShares iBonds Dec 2026 Term Corporate ETF

+0.06%

+$2,994.22

GLD SPDR Gold Shares

+0.06%

+$197.1

IBDS iShares iBonds Dec 2027 Term Corporate ETF

+0.02%

+$998.08

MCD McDonald's Corporation

+0.01%

+$268.13

IBDT iShares iBonds Dec 2028 Term Corporate ETF

TRX

CTAS Cintas Corporation

-3.08%

-$11,200

ABT Abbott Laboratories

-1.68%

-$10,295.18

AAPL Apple Inc.

-1.52%

-$95,760

CSCO Cisco Systems, Inc.

-0.6%

-$54,807.67

MDT Medtronic plc

-0.21%

-$5,819.95

LOW Lowe's Companies Inc.

-0.12%

-$949.27

IBDW iShares iBonds Dec 2031 Term Corporate ETF

-0.07%

-$2,877.22

IBDV iShares iBonds Dec 2030 Term Corporate ETF

-0.05%

-$1,993.9

IBDU iShares iBonds Dec 2029 Term Corporate ETF

-0.04%

-$1,991.15

Events

Dividends

Dividend Analysis

No Data

Trades 977	Longs Won 496/977 50%	Profit Factor 2.58
Profitability	Shorts Won 0/0 0%	Standard Deviation $228,423.74
Average Win $108,525.38	Best Trade (Jun 12) $2.22M	Sharpe Ratio -10.37
Average Loss -$43,339.07	Worst Trade (Sep 30) -$838,425.94	Z-Score 3.34 (99.92%)
Commissions $0	Avg. Trade Length 1y 8m 3w 2d	Expectancy $33,758.95

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	4,505	4,054	3,604	3,153	2,703	2,252	1,802	1,351	901	450