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
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.
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.
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:
44.25%
Gain +0.41%
Monthly
0.4%
Yearly
4.9%
Drawdown
16.6%
$206.07M
Equity
Holdings
$206.07M
Investment
$162.94M
$33.88M
Profit +$617,860.89
Realized
-$9.25M
Unrealized
$43.13M
Dividends
$19.87M
Goals
Avg. 73.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$617,860.89
Win %
59%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$70,812.03
Win %
59%
This Month
Compared to last month
Gain
0.06%
Profit
$130,666.17
Win %
59%
This Year
Compared to last year
Gain
2.33%
Profit
$4.69M
Win %
58%
CVX Chevron Corporation
+2.95%
+$212,179.9 
PSX Phillips 66
+2.72%
+$278,935.6 
TGT Target Corporation
+2.25%
+$137,057.7 
MDT Medtronic plc
+2.11%
+$62,920.5 
WMT Walmart Inc.
+2.05%
+$75,662.04 
LOW Lowe's Companies Inc.
+1.73%
+$11,340.91 
MCD McDonald's Corporation
+1.66%
+$52,300.8 
KMI Kinder Morgan, Inc.
+1.65%
+$111,667.5 
HD The Home Depot, Inc.
+1.48%
+$26,801.1 
HSY The Hershey Company
+1.14%
+$41,368.6 
MAA Mid-America Apartment Communities, Inc.
+1.12%
+$43,363.84 
PEP PepsiCo, Inc.
+1.08%
+$49,249.02 
CB Chubb Limited
+0.88%
+$54,182.47 
IHAK iShares Cybersecurity and Tech ETF
+0.76%
+$3,341.62 
COST Costco Wholesale Corporation
+0.7%
+$4,175.34 
MKL Markel Group Inc.
+0.62%
+$24,157.11 
AFL Aflac Inc.
+0.53%
+$25,312.8 
CTAS Cintas Corporation
+0.5%
+$1,980 
AAPL Apple Inc.
+0.41%
+$29,135.58 
STAG Stag Industrial Inc.
+0.34%
+$11,421.12 
GLD SPDR Gold Shares
+0.33%
+$1,364.18 
VZ Verizon Communications Inc.
+0.23%
+$7,632.66 
MSFT Microsoft Corp.
+0.2%
+$13,564.69 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$267 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$1,249.45 
BRK-A Berkshire Hathaway Inc.
0%
+$24 TRX
TRX
0%
$0 
AMGN Amgen Inc.
-2.83%
-$137,077.05 
QCOM QUALCOMM Incorporated
-1.99%
-$108,685.17 
ABBV AbbVie Inc.
-1.72%
-$4,296.39 
ARTY iShares Future AI & Tech ETF
-1.51%
-$6,075 
ABT Abbott Laboratories
-1.45%
-$9,749.74 
EMR Emerson Electric Co.
-1.1%
-$53,468.8 
BLK BlackRock, Inc.
-1.01%
-$55,892.39 
JPM JPMorgan Chase & Co.
-0.91%
-$69,064.22 
DRI Darden Restaurants, Inc.
-0.91%
-$49,701.25 
CSCO Cisco Systems, Inc.
-0.88%
-$70,954.64 
FURY Fury Gold Mines Limited
-0.85%
-$308 
NVDA NVIDIA Corporation
-0.82%
-$4,002.22 
GOOGL Alphabet Inc
-0.49%
-$3,837.95 
GOOG Alphabet Inc
-0.46%
-$1,868.8 
ADI Analog Devices, Inc.
-0.45%
-$9,318.38 
D Dominion Energy, Inc.
-0.41%
-$14,326.75 
SPY SPDR S&P 500 ETF Trust
-0.35%
-$5,509.37 
SO The Southern Company
-0.34%
-$16,487.55 
DUK Duke Energy Corporation
-0.33%
-$15,290.44 
VIG Vanguard Dividend Appreciation ETF
-0.32%
-$687.05 
BX Blackstone Inc.
-0.26%
-$11,576.51 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$974.94 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.14%
-$8,746.15 
EFX Equifax Inc.
-0.13%
-$285 
VYM Vanguard High Dividend Yield ETF
-0.1%
-$229.76 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$3,631.72 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$3,745.35 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.07%
-$3,741.22 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$1,249.45 
O Realty Income Corporation
-0.02%
-$568.2 Events
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Dividends
Dividend Analysis
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| Trades 1022 | Longs Won 503/1022 49% | Profit Factor 2.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $250,357.07 |
| Average Win $118,248.22 | Best Trade (Oct 08) $3M | Sharpe Ratio -13.43 |
| Average Loss -$49,326.8 | Worst Trade (Sep 30) -$838,425.94 | Z-Score 1.98 (95.23%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 2d | Expectancy $33,149.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,184 | 3,766 | 3,347 | 2,929 | 2,510 | 2,092 | 1,674 | 1,255 | 837 | 418 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 21,267 | $3.73M | $7.19M | - | $3.46M | 92.6% | +0.407% |
| ABBV AbbVie Inc. | 920 | $213,016.8 | $245,354.8 | - | $32,338 | 15.18% | -1.721% |
| ABT Abbott Laboratories | 6,818 | $805,520.36 | $663,391.4 | - | -$142,128.96 | -17.64% | -1.448% |
| ADI Analog Devices, Inc. | 5,037 | $870,052.94 | $2.06M | - | $1.19M | 136.34% | -0.451% |
| AFL Aflac Inc. | 42,188 | $2.97M | $4.78M | - | $1.81M | 60.88% | +0.532% |
| AMGN Amgen Inc. | 11,716 | $3.03M | $4.7M | - | $1.67M | 55.11% | -2.832% |
| ARTY iShares Future AI & Tech ETF | 5,000 | $205,000 | $396,925 | - | $191,925 | 93.62% | -1.507% |
| BLK BlackRock, Inc. | 5,149 | $5.27M | $5.45M | - | $183,701.38 | 3.49% | -1.015% |
| BRK-A Berkshire Hathaway Inc. | 12 | $5.83M | $9.12M | - | $3.29M | 56.43% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 534 | $224,557.68 | $270,604.5 | - | $46,046.82 | 20.51% | +0.099% |
| BX Blackstone Inc. | 39,919 | $4.46M | $4.45M | - | -$7,396.66 | -0.17% | -0.259% |
| CB Chubb Limited | 18,367 | $3.94M | $6.2M | - | $2.26M | 57.25% | +0.881% |
| COST Costco Wholesale Corporation | 636 | $346,934.9 | $603,446.34 | - | $256,511.44 | 73.94% | +0.697% |
| CSCO Cisco Systems, Inc. | 68,888 | $3.76M | $8.02M | - | $4.26M | 113.4% | -0.877% |
| CTAS Cintas Corporation | 2,000 | $240,500 | $396,360 | - | $155,860 | 64.81% | +0.502% |
| CVX Chevron Corporation | 35,071 | $6.12M | $7.41M | - | $1.29M | 21% | +2.949% |
| D Dominion Energy, Inc. | 57,307 | $3M | $3.51M | - | $509,374.04 | 16.97% | -0.406% |
| DRI Darden Restaurants, Inc. | 27,085 | $3.77M | $5.41M | - | $1.64M | 43.35% | -0.911% |
| DUK Duke Energy Corporation | 40,238 | $4.26M | $4.63M | - | $369,798.6 | 8.68% | -0.329% |
| EFX Equifax Inc. | 1,500 | $274,770 | $213,360 | - | -$61,410 | -22.35% | -0.133% |
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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 Scott R. Saal?
The largest contributions to the portfolio's profits come from the following stocks: Phillips 66 - $1.36M, Kinder Morgan, Inc - $1.3M, Walmart Inc - $1.16M, JPMorgan Chase & Co - $1.01M, and Aflac Inc - $999,202.08. 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: United Parcel Service, Inc - $1.39M, CVS Health Corporation - $1.28M, T. Rowe Price Group, Inc - $1.22M, Dominion Energy, Inc - $849,554.5, and Starbucks Corporation - $695,953.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott R. Saal's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.87M earned over time. The largest contributors to dividend income include Kinder Morgan, Inc - $1.05M, The Southern Company - $730,199.72, Verizon Communications Inc - $729,976.29, Phillips 66 - $655,839.5, and Realty Income Corporation - $647,309.17. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott R. Saal's monthly returns?
Scott R. Saal'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 Scott R. Saal's strategy be considered aggressive or moderate?
Scott R. Saal'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 Scott R. Saal's strategy?
Scott R. Saal'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.
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