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Gary Dalton Portfolio
Invests via Latash Investments LLC | Managed by Gary Dalton
Invests via Latash Investments LLC
Managed by Gary Dalton
Automatically Tracked
Gary Dalton Profile
Gary Dalton is an accomplished operating executive known for his strategic leadership in transforming and scaling companies across various sectors. With a robust background that includes roles in both startup environments and established enterprises, he leverages extensive industry knowledge to drive innovation and operational efficiency. His focus on building collaborative cultures enables teams to unlock potential, resulting in significant performance improvements. Renowned for overseeing successful growth initiatives, he positions organizations for competitive advantage while aligning objectives with market demands. Gary’s influence spans board-level engagements where he guides decision-making processes aimed at enhancing value creation.
Gary Dalton is an accomplished operating executive known for his strategic leadership in transforming and scaling companies across various sectors. With a robust background that includes roles in both startup environments and established enterprises, he leverages extensive industry knowledge to drive innovation and operational efficiency. His focus on building collaborative cultures enables teams to unlock potential, resulting in significant performance improvements. Renowned for overseeing successful growth initiatives, he positions organizations for competitive advantage while aligning objectives with market demands. Gary’s influence spans board-level engagements where he guides decision-making processes aimed at enhancing value creation.
Investment Philosophy & Strategy
With a keen eye for market dynamics, Gary Dalton seeks to capitalize on underappreciated companies poised for transformation. His hands-on leadership style fosters an environment where innovative ideas thrive and operational efficiencies are realized. Committed to growth through thoughtful acquisition strategies, he meticulously identifies potential synergies that can elevate business performance. By focusing on core competencies and aligning strategic priorities with evolving customer needs, he positions his ventures at the forefront of their industries. Emphasizing teamwork and accountability allows teams to excel, ultimately driving sustained value creation.
With a keen eye for market dynamics, Gary Dalton seeks to capitalize on underappreciated companies poised for transformation. His hands-on leadership style fosters an environment where innovative ideas thrive and operational efficiencies are realized. Committed to growth through thoughtful acquisition strategies, he meticulously identifies potential synergies that can elevate business performance. By focusing on core competencies and aligning strategic priorities with evolving customer needs, he positions his ventures at the forefront of their industries. Emphasizing teamwork and accountability allows teams to excel, ultimately driving sustained value creation.
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:
88.8%
Gain +0.57%
Monthly
0.61%
Yearly
7.63%
Drawdown
35.73%
$133.3M
Equity
Holdings
$133.3M
Investment
$75.31M
$73.66M
Profit +$989,457.74
Realized
$15.66M
Unrealized
$58M
Dividends
$17.99M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.57%
Profit
$989,457.74
Win %
76%
This Week
Compared To Last Week
Gain
-2.32%
Profit
-$3.17M
Win %
76%
This Month
Compared to last month
Gain
1.27%
Profit
$1.67M
Win %
76%
This Year
Compared to last year
Gain
-2.11%
Profit
-$2.87M
Win %
74%
GIS General Mills, Inc.
+5.81%
+$12,001.27 
ANAB AnaptysBio Inc.
+2.14%
+$4,393 
JNJ Johnson & Johnson
+2.12%
+$13,156.5 
PG Procter & Gamble Co
+1.5%
+$4,986.54 
WFC Wells Fargo & Company
+0.85%
+$956,819.55 
GOOG Alphabet Inc
+0.84%
+$36,067.32 
GOOGL Alphabet Inc
+0.77%
+$33,268.08 
UBER Uber Technologies, Inc.
+0.71%
+$2,585.73 
ITW Illinois Tool Works Inc.
+0.66%
+$5,212.65 
MSFT Microsoft Corp.
+0.21%
+$5,117.1 
UAL United Airlines Holdings, Inc.
+0.14%
+$1,044.22 
WLFC Willis Lease Finance Corporation
+0.03%
+$405 
AQST Aquestive Therapeutics Inc.
-4.12%
-$46,195.46 
CSCO Cisco Systems, Inc.
-3.87%
-$7,752.8 
EQR Equity Residential
-3.5%
-$19,002.06 
QBTS D-Wave Quantum Inc.
-1.89%
-$5,955.14 
RRC Range Resources Corporation
-1.84%
-$4,277.35 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.7%
-$4,986.04 
BX Blackstone Inc.
-0.25%
-$2,098.98 
BAC Bank of America Corporation
-0.16%
-$431.52 Events
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Dividends
Dividend Analysis
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No Data
| Trades 106 | Longs Won 74/106 69% | Profit Factor 16.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.73M |
| Average Win $1.06M | Best Trade (Oct 15) $36.86M | Sharpe Ratio -8.87 |
| Average Loss -$146,203.08 | Worst Trade (Jun 29) -$1.26M | Z-Score 0.42 (32.72%) |
| Commissions $0 | Avg. Trade Length 3y 2m 1w 6d | Expectancy $694,885.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.12% | 0.92% | 5.34% | 25.06% |
| Consecutive Losing Trades | 912 | 820 | 729 | 638 | 547 | 456 | 365 | 273 | 182 | 91 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ANAB AnaptysBio Inc. | 4,393 | $141,981.76 | $209,414.31 | - | $67,432.55 | 47.49% | +2.143% |
| AQST Aquestive Therapeutics Inc. | 243,134 | $965,241.98 | $1.07M | - | $109,410.3 | 11.34% | -4.121% |
| BAC Bank of America Corporation | 5,394 | $189,976.68 | $276,766.14 | - | $86,789.46 | 45.68% | -0.156% |
| BX Blackstone Inc. | 7,774 | $434,877.56 | $823,577.56 | - | $388,700 | 89.38% | -0.254% |
| CSCO Cisco Systems, Inc. | 1,762 | $206,964.52 | $192,480.88 | - | -$14,483.64 | -7% | -3.872% |
| EIPI FT Energy Income Partners Enhanced Income ETF | 32,168 | $622,450.8 | $709,143.56 | - | $86,692.76 | 13.93% | -0.698% |
| EQR Equity Residential | 8,226 | $626,767.32 | $523,667.16 | - | -$103,100.16 | -16.45% | -3.502% |
| GIS General Mills, Inc. | 6,435 | $419,175.9 | $218,629.12 | - | -$200,546.78 | -47.84% | +5.808% |
| GOOG Alphabet Inc | 12,480 | $834,288 | $4.32M | - | $3.49M | 418.38% | +0.841% |
| GOOGL Alphabet Inc | 12,460 | $834,446.2 | $4.36M | - | $3.53M | 423.08% | +0.768% |
| ITW Illinois Tool Works Inc. | 2,945 | $529,010.35 | $798,801.8 | - | $269,791.45 | 51% | +0.657% |
| JNJ Johnson & Johnson | 2,450 | $357,381.5 | $635,236 | - | $277,854.5 | 77.75% | +2.115% |
| MSFT Microsoft Corp. | 4,610 | $726,997 | $2.47M | - | $1.74M | 239.12% | +0.208% |
| PG Procter & Gamble Co | 2,131 | $266,161.9 | $338,551.97 | - | $72,390.07 | 27.2% | +1.495% |
| QBTS D-Wave Quantum Inc. | 26,211 | $378,224.73 | $309,363.19 | - | -$68,861.54 | -18.21% | -1.889% |
| RRC Range Resources Corporation | 5,555 | $250,974.9 | $228,143.85 | - | -$22,831.05 | -9.1% | -1.84% |
| UAL United Airlines Holdings, Inc. | 7,735 | $681,376.15 | $766,499.82 | - | $85,123.67 | 12.49% | +0.136% |
| UBER Uber Technologies, Inc. | 5,277 | $161,201.96 | $368,229.06 | - | $207,027.1 | 128.43% | +0.707% |
| WFC Wells Fargo & Company | 1.39M | $65.89M | $113.14M | - | $47.26M | 71.72% | +0.853% |
| WLFC Willis Lease Finance Corporation | 40,500 | $795,298.5 | $1.53M | - | $739,651.5 | 93% | +0.026% |
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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 Gary Dalton?
The largest contributions to the portfolio's profits come from the following stocks: Wells Fargo & Company - $22.83M, Meta Platforms Inc Class A - $4.89M, Range Resources Corporation - $2.12M, Uber Technologies, Inc - $1.67M, and Bank of America Corporation - $1.34M. 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: Coinbase Global, Inc - $1.15M, Unity Software Inc - $833,311.58, United Airlines Holdings, Inc - $232,135.43, Intel Corporation - $45,395.2, and Moody's Corporation - $39,096. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gary Dalton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.99M earned over time. The largest contributors to dividend income include Wells Fargo & Company - $16.26M, Bank of America Corporation - $498,397.5, Illinois Tool Works Inc - $310,691.4, Blackstone Inc - $216,234.68, and Equity Residential - $125,395.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gary Dalton's monthly returns?
Gary Dalton's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Gary Dalton's strategy be considered aggressive or moderate?
Gary Dalton'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 Gary Dalton's strategy?
Gary Dalton'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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