BS
Brian Simon Portfolio
Invests via Harding Loevner LP | Managed by Brian Simon
Invests via Harding Loevner LP
Managed by Brian Simon
Automatically Tracked
Brian Simon Profile
Brian Simon is a distinguished investment professional renowned for his extensive experience in the venture capital sector. Over his career, he has been instrumental in guiding startups through various growth phases, leveraging strategic insight to navigate complex market landscapes. His background encompasses both operating roles and board positions across a variety of innovative companies, enabling him to foster significant partnerships and drive business success. Brian’s acute understanding of emerging markets allows him to identify transformative opportunities that align with technological advancements and evolving consumer needs. As an advocate for entrepreneurship, he actively supports initiatives that cultivate the next generation of founders.
Brian Simon is a distinguished investment professional renowned for his extensive experience in the venture capital sector. Over his career, he has been instrumental in guiding startups through various growth phases, leveraging strategic insight to navigate complex market landscapes. His background encompasses both operating roles and board positions across a variety of innovative companies, enabling him to foster significant partnerships and drive business success. Brian’s acute understanding of emerging markets allows him to identify transformative opportunities that align with technological advancements and evolving consumer needs. As an advocate for entrepreneurship, he actively supports initiatives that cultivate the next generation of founders.
Investment Philosophy & Strategy
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:
0.4%
Gain +0.04%
Monthly
-0.01%
Yearly
-0.07%
Drawdown
2.81%
$118.94B
Equity
Holdings
$118.94B
Investment
$121.17B
-$2.24B
Profit +$40M
Realized
-$0
Unrealized
-$2.24B
Dividends
$251.43M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.04%
Profit
$40M
Win %
80%
This Week
Compared To Last Week
Gain
0.04%
Profit
$47.75M
Win %
80%
This Month
Compared to last month
Gain
0.05%
Profit
$55.94M
Win %
80%
This Year
Compared to last year
Gain
0.24%
Profit
$278.37M
Win %
80%
DE Deere & Company
+2.85%
+$3.04M 
SLB Schlumberger Limited
+2.48%
+$226,195.2 
JNJ Johnson & Johnson
+1.73%
+$5.9M 
MRK Merck & Co., Inc.
+1.7%
+$6,432.12 
IMO Imperial Oil Limited
+1.62%
+$7.46M 
SPH Suburban Propane Partners L.P.
+1.42%
+$52,000 
CL Colgate-Palmolive Company
+1.38%
+$413,838 
GSK GSK plc Sponsored ADR
+1.14%
+$145,629.18 
DOV Dover Corporation
+1.01%
+$403,226.36 
FNMA Fannie Mae
+0.9%
+$3,701.6 
GE General Electric Company
+0.66%
+$6,735.03 
APD Air Products and Chemicals, Inc.
+0.48%
+$119,228.9 
PFE Pfizer Inc.
+0.46%
+$16,399.71 
RMT Royce Micro-Cap Trust, Inc.
+0.14%
+$2,740.26 
AZPN Aspen Technology, Inc.
0%
$0 TMX
TMX
0%
$0 RD
RD
0%
$0 SC
SC
0%
$0 5526
55268B106
0%
$0 7487
748767100
0%
$0 6116
611662107
0%
$0 9765
976592105
0%
$0 WWY
WWY
0%
$0 0195
019512102
0%
$0 LUXT
LUXTY
0%
$0 0266
026609107
0%
$0 ALD
ALD
0%
$0 HPQ
HPQ
0%
$0 1110
111021408
0%
$0 NBP
NBP
0%
$0 8835
883559106
0%
$0 3022
302290101
0%
$0 1248
124853300
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.24 
GLW Corning Incorporated
-2.51%
-$53,854.68 
AIG American International Group Inc.
-1.57%
-$5,563.69 
WFC Wells Fargo & Company
-1.5%
-$208,032 
TMO Thermo Fisher Scientific Inc.
-0.95%
-$1.19M 
IBM International Business Machines Corporation
-0.51%
-$29,798.67 
INTC Intel Corporation
-0.22%
-$29,532 
BAX Baxter International Inc.
-0.18%
-$11,648.08 Events
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Dividends
Dividend Analysis
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| Trades 41 | Longs Won 17/41 41% | Profit Factor 0.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $530.23M |
| Average Win $64.81M | Best Trade (Jul 27) $451.87M | Sharpe Ratio -877.66 |
| Average Loss -$139.12M | Worst Trade (Jul 27) -$3.32B | Z-Score -1.11 (73.33%) |
| Commissions $0 | Avg. Trade Length 27y 4m 5d | Expectancy -$54.56M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 855 | 769 | 684 | 598 | 513 | 427 | 342 | 256 | 171 | 85 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0195 019512102 | 100,000 | $4.91B | $4.91B | - | - | - | 0.0 |
| 0266 026609107 | 4,000 | $261M | $261M | - | - | - | 0.0 |
| 1110 111021408 | 4,300 | $706.01M | $706.01M | - | - | - | 0.0 |
| 1248 124853300 | 950,850 | $10.88B | $10.88B | - | - | - | 0.0 |
| 3022 302290101 | 60,500 | $4.27B | $4.27B | - | - | - | 0.0 |
| 5526 55268B106 | 19,400 | $1.72B | $1.72B | - | - | - | 0.0 |
| 6116 611662107 | 49,700 | $2.28B | $2.28B | - | - | - | 0.0 |
| 7487 748767100 | 86,200 | $3.25B | $3.25B | - | - | - | 0.0 |
| 8835 883559106 | 13,500 | $194.91M | $194.91M | - | - | - | 0.0 |
| 9765 976592105 | 150,900 | $2B | $2B | - | - | - | 0.0 |
| AIG American International Group Inc. | 4,415.62 | $5.03M | $348,746.06 | - | -$4.68M | -93.06% | -1.57% |
| ALD ALD | 356,301 | $6.55B | $6.55B | - | - | - | 0.0 |
| APD Air Products and Chemicals, Inc. | 83,669.4 | $2.65M | $24.92M | - | $22.27M | 840.67% | +0.481% |
| AZPN Aspen Technology, Inc. | 67,450 | $956.65M | $956.65M | - | - | - | 0.0 |
| BAX Baxter International Inc. | 291,202.02 | $4.99M | $6.45M | - | $1.46M | 29.24% | -0.18% |
| CL Colgate-Palmolive Company | 332,400 | $7.65M | $30.5M | - | $22.85M | 298.89% | +1.376% |
| DE Deere & Company | 182,200 | $3.52M | $109.97M | - | $106.46M | 3,025.79% | +2.847% |
| DOV Dover Corporation | 189,308.15 | $4.17M | $40.43M | - | $36.25M | 869.05% | +1.007% |
| FNMA Fannie Mae | 66,100 | $4.58M | $415,504.6 | - | -$4.16M | -90.92% | +0.899% |
| GE General Electric Company | 3,000 | $530,160 | $1.03M | - | $498,675.03 | 94.06% | +0.659% |
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Option values are updated at end of day.
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FAQ
What dividends does Brian Simon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $251.43M earned over time. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Simon's monthly returns?
Brian Simon's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Brian Simon's strategy be considered aggressive or moderate?
Brian Simon's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Brian Simon's strategy?
Brian Simon's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
