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David Purcell Portfolio
Invests via Continental Advisors LLC | Managed by David Purcell
Invests via Continental Advisors LLC
Managed by David Purcell
Automatically Tracked
David Purcell Profile
With a diverse professional journey, David Purcell has emerged as a prominent figure in venture capital and technology investments. His extensive experience encompasses strategic leadership roles within innovative startups, where he has successfully guided companies through critical growth phases. Purcell's adeptness at identifying emerging market trends positions him as a valuable resource for both early-stage ventures and established firms seeking to expand their technological footprint. His background in engineering and finance uniquely equips him to bridge the gap between product development and financial viability, enhancing value creation across portfolios.
With a diverse professional journey, David Purcell has emerged as a prominent figure in venture capital and technology investments. His extensive experience encompasses strategic leadership roles within innovative startups, where he has successfully guided companies through critical growth phases. Purcell's adeptness at identifying emerging market trends positions him as a valuable resource for both early-stage ventures and established firms seeking to expand their technological footprint. His background in engineering and finance uniquely equips him to bridge the gap between product development and financial viability, enhancing value creation across portfolios.
Investment Philosophy & Strategy
Growth opportunities in the technology sector are at the forefront of David Purcell's investment approach. By leveraging his engineering and finance background, he emphasizes a hands-on strategy that fosters innovation among early-stage ventures. The focus lies on identifying disruptive technologies with potential for substantial market impact while ensuring robust financial returns. As someone deeply embedded in entrepreneurial ecosystems, he is skilled at forging strategic partnerships that enhance portfolio value through collaboration and scalability. With an eye for transformative solutions, his efforts often lead to sustained growth trajectories within both nascent companies and established entities striving for competitive advantage.
Growth opportunities in the technology sector are at the forefront of David Purcell's investment approach. By leveraging his engineering and finance background, he emphasizes a hands-on strategy that fosters innovation among early-stage ventures. The focus lies on identifying disruptive technologies with potential for substantial market impact while ensuring robust financial returns. As someone deeply embedded in entrepreneurial ecosystems, he is skilled at forging strategic partnerships that enhance portfolio value through collaboration and scalability. With an eye for transformative solutions, his efforts often lead to sustained growth trajectories within both nascent companies and established entities striving for competitive advantage.
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:
41.81%
Gain +1.13%
Monthly
0.35%
Yearly
4.22%
Drawdown
11.87%
$384.75M
Equity
Holdings
$384.75M
Investment
$150.37M
$235.7M
Profit +$4.32M
Realized
$1.31M
Unrealized
$234.39M
Dividends
$90.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.13%
Profit
$4.32M
Win %
69%
This Week
Compared To Last Week
Gain
3.26%
Profit
$12.2M
Win %
69%
This Month
Compared to last month
Gain
6.39%
Profit
$23.18M
Win %
69%
This Year
Compared to last year
Gain
5.05%
Profit
$18.55M
Win %
69%
XRAY Dentsply Sirona Inc.
+4.15%
+$36,155 
BMY Bristol-Myers Squibb Company
+3.75%
+$179,857.87 
MRK Merck & Co., Inc.
+2.42%
+$74,617.6 
ABT Abbott Laboratories
+2.33%
+$306,842.7 
DLX Deluxe Corporation
+2.03%
+$65,044 
FHI Federated Hermes Inc.
+2.01%
+$257,498.15 
FISV Fiserv, Inc.
+1.99%
+$129,564 
PFE Pfizer Inc.
+1.93%
+$62,409.45 
COR Cencora, Inc.
+1.86%
+$564,299.1 
MCK McKesson Corporation
+1.75%
+$768,149.55 
ALL Allstate Corporation
+1.72%
+$1.05M 
HSIC Henry Schein, Inc.
+1.71%
+$128,882.81 
FNF Fidelity National Financial, Inc.
+1.58%
+$211,780.45 
CVS CVS Health Corporation
+1.35%
+$367,500 
CAH Cardinal Health Inc.
+1.23%
+$138,365.6 
BEN Franklin Resources Inc.
+1.05%
+$95,808 
KEY KeyCorp
+0.66%
+$15,847 
MDRX Veradigm Inc.
0%
$0 
WDR Waddell & Reed Financial Inc
0%
$0 
FDC First Data Corp
0%
$0 FHCC
FHCC
0%
$0 HCR
HCR
0%
$0 CFC
CFC
0%
$0 SGP
SGP
0%
$0 WYE
WYE
0%
$0 TAPA
TAPA
0%
$0 MER
MER
0%
$0 CMX
CMX
0%
$0 DST
DST
0%
$0 ESRX
ESRX
0%
$0 PSSI
PSSI
0%
$0 IVGN
IVGN
0%
$0 HMA
HMA
0%
$0 STEI
STEI
0%
$0 HYC
HYC
0%
$0 CSH
CSH
0%
$0 AC
AC
0%
$0 WL
WL
0%
$0 LH
LH
0%
$0 ICPT
ICPT
0%
$0 NAP
NAP
0%
$0 ADVN
ADVNQ
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 46 | Longs Won 15/46 32% | Profit Factor 13.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $12.59M |
| Average Win $16.83M | Best Trade (Oct 15) $51.35M | Sharpe Ratio -45.45 |
| Average Loss -$582,140.94 | Worst Trade (Oct 15) -$8.4M | Z-Score -1.95 (97.56%) |
| Commissions $0 | Avg. Trade Length 22y 9m 3w 3d | Expectancy $5.12M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.43% | 7.6% |
| Consecutive Losing Trades | 661 | 595 | 529 | 463 | 397 | 330 | 264 | 198 | 132 | 66 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABT Abbott Laboratories | 128,655.22 | $2.69M | $13.47M | - | $10.78M | 400.67% | +2.33% |
| AC AC | 93,000 | $3.14M | $3.14M | - | - | - | 0.0 |
| ADVN ADVNQ | 16,126 | $209,000 | $209,000 | - | - | - | 0.0 |
| ALL Allstate Corporation | 260,400 | $11.2M | $62.55M | - | $51.35M | 458.41% | +1.715% |
| BEN Franklin Resources Inc. | 299,400 | $5.2M | $9.24M | - | $4.04M | 77.76% | +1.048% |
| BMY Bristol-Myers Squibb Company | 80,835 | $2.31M | $4.97M | - | $2.66M | 115.04% | +3.753% |
 C Citigroup Inc. | 23,092 | $11.21M | $2.81M | - | -$8.4M | -74.91% | -0.393% |
| CAH Cardinal Health Inc. | 45,515 | $2.78M | $11.41M | - | $8.63M | 309.99% | +1.227% |
| CFC CFC | 78,266 | $5.94M | $5.94M | - | - | - | 0.0 |
| CMX CMX | 144,440 | $3.66M | $3.66M | - | - | - | 0.0 |
| COR Cencora, Inc. | 90,000 | $1.26M | $30.82M | - | $29.56M | 2,340.07% | +1.865% |
| CSH CSH | 83,400 | $1.77M | $1.77M | - | - | - | 0.0 |
| CVS CVS Health Corporation | 300,000 | $5.42M | $27.48M | - | $22.07M | 407.28% | +1.355% |
| DLX Deluxe Corporation | 141,400 | $5.84M | $3.27M | - | -$2.57M | -44.01% | +2.028% |
| DST DST | 23,400 | $977,000 | $977,000 | - | - | - | 0.0 |
| ESRX ESRX | 68,476 | $4.55M | $4.55M | - | - | - | 0.0 |
 ETFC E*TRADE Financial Corp | 35,750 | $4.52M | $452,200 | - | -$4.07M | -90% | -74.322% |
| FDC First Data Corp | 40,000 | $1.64M | $1.64M | - | - | - | 0.0 |
| FHCC FHCC | 85,922 | $1.68M | $1.68M | - | - | - | 0.0 |
| FHI Federated Hermes Inc. | 233,030 | $6.84M | $13.05M | - | $6.21M | 90.78% | +2.012% |
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FAQ
Which stocks have generated the highest profits for David Purcell?
The largest contributions to the portfolio's profits come from the following stocks: Citigroup Inc - $20.32M, Allstate Corporation - $11.33M, CVS Health Corporation - $8.9M, Federated Hermes Inc - $7.21M, and Franklin Resources Inc - $5.51M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does David Purcell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $90.4M earned over time. The largest contributors to dividend income include Citigroup Inc - $20.32M, Allstate Corporation - $11.33M, CVS Health Corporation - $8.9M, Federated Hermes Inc - $7.21M, and Franklin Resources Inc - $5.51M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Purcell's monthly returns?
David Purcell'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 David Purcell's strategy be considered aggressive or moderate?
David Purcell's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow David Purcell's strategy?
David Purcell's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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