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:
38.95%
Gain +1.51%
Monthly
0.46%
Yearly
5.7%
Drawdown
16.6%
$210.23M
Equity
Holdings
$210.23M
Investment
$162.94M
$38.04M
Profit +$2.24M
Realized
-$9.25M
Unrealized
$47.29M
Dividends
$18.92M
Goals
Avg. 94% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.51%
Profit
$2.24M
Win %
71%
This Week
Compared To Last Week
Gain
1.41%
Profit
$2.92M
Win %
71%
This Month
Compared to last month
Gain
1.41%
Profit
$2.92M
Win %
71%
This Year
Compared to last year
Gain
4.4%
Profit
$8.86M
Win %
70%
GOOG Alphabet Inc
+6.88%
+$26,828.96 
GOOGL Alphabet Inc
+6.73%
+$50,579.97 
MSFT Microsoft Corp.
+3.02%
+$174,295.01 
NVDA NVIDIA Corporation
+2.93%
+$11,779.74 
CVX Chevron Corporation
+2.35%
+$158,520.92 
CSCO Cisco Systems, Inc.
+2.14%
+$167,397.84 
KMI Kinder Morgan, Inc.
+1.64%
+$110,604 
VZ Verizon Communications Inc.
+1.52%
+$50,884.4 
IHAK iShares Cybersecurity and Tech ETF
+1.43%
+$5,410.25 
MCD McDonald's Corporation
+0.82%
+$29,964.14 
EMR Emerson Electric Co.
+0.79%
+$35,848.7 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$10,856.28 
ARTY iShares Future AI & Tech ETF
+0.6%
+$2,000 
PSX Phillips 66
+0.51%
+$40,708.77 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$993.24 
JPM JPMorgan Chase & Co.
+0.27%
+$21,568.3 
SO The Southern Company
+0.21%
+$11,178 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$19,319.88 
ADI Analog Devices, Inc.
+0.2%
+$3,727.33 
CB Chubb Limited
+0.15%
+$9,734.51 
AFL Aflac Inc.
+0.09%
+$5,062.56 
WMT Walmart Inc.
+0.09%
+$3,408.27 
ABT Abbott Laboratories
+0.09%
+$613.62 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$2,498.9 
TRX
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$521,466.84 
FURY Fury Gold Mines Limited
-3.08%
-$1,190 
QCOM QUALCOMM Incorporated
-2.63%
-$122,848.42 
ABBV AbbVie Inc.
-2.51%
-$5,952.4 
EFX Equifax Inc.
-1.99%
-$5,265 
DRI Darden Restaurants, Inc.
-1.64%
-$91,818.15 
GLD SPDR Gold Shares
-1.49%
-$6,108.93 
HSY The Hershey Company
-1.23%
-$49,551.33 
LOW Lowe's Companies Inc.
-1.08%
-$8,185.63 
CTAS Cintas Corporation
-1.04%
-$4,319.98 
O Realty Income Corporation
-0.87%
-$31,819.2 
D Dominion Energy, Inc.
-0.8%
-$32,091.92 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$33,200.78 
BLK BlackRock, Inc.
-0.73%
-$41,088.97 
STAG Stag Industrial Inc.
-0.73%
-$26,649.28 
DUK Duke Energy Corporation
-0.67%
-$33,799.92 
AMGN Amgen Inc.
-0.64%
-$29,055.8 
PEP PepsiCo, Inc.
-0.46%
-$23,521.92 
HD The Home Depot, Inc.
-0.42%
-$8,786.32 
MDT Medtronic plc
-0.37%
-$11,154.88 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$809.9 
BX Blackstone Inc.
-0.25%
-$12,774.36 
COST Costco Wholesale Corporation
-0.24%
-$1,450.06 
MKL Markel Group Inc.
-0.2%
-$8,568.39 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$988.28 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$7,490.7 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$6,052.87 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$2,494.15 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$2,498.9 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$2,498.9 
TGT Target Corporation
-0.03%
-$1,617.6 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1022 | Longs Won 558/1022 54% | Profit Factor 2.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $240,108.88 |
| Average Win $108,204.99 | Best Trade (Aug 05) $2.61M | Sharpe Ratio -14.95 |
| Average Loss -$48,132.93 | Worst Trade (Sep 30) -$838,425.94 | Z-Score 5.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4w 1d | Expectancy $37,225.74 |
| 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 | 4,367 | 3,930 | 3,493 | 3,057 | 2,620 | 2,183 | 1,747 | 1,310 | 873 | 437 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.32M, Kinder Morgan, Inc - $1.24M, Walmart Inc - $1.15M, Aflac Inc - $973,467.4, and JPMorgan Chase & Co - $968,740.06. 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 - $887,806.92, 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 $18.92M earned over time. The largest contributors to dividend income include Kinder Morgan, Inc - $984,100.85, Verizon Communications Inc - $729,976.29, The Southern Company - $687,723.32, Realty Income Corporation - $616,484.32, and iShares iBonds Dec 2027 Term Corporate ETF - $609,468.09. 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.
