Pinney & Scofield Inc. Portfolio
Invests via Pinney & Scofield Inc. | Managed by Richard A. Seeley, John Robert Goddard, Mary M. Evans
Invests via Pinney & Scofield Inc.
Managed by Richard A. Seeley, John Robert Goddard, Mary M. Evans
Automatically Tracked
Company Profile
Private equity and investment-services firm focused on alternative asset management and middle-market buyouts, with sponsor-backed and family-office capital deployment. Pinney & Scofield Inc. positions itself as a sector-agnostic investor targeting operationally intensive businesses in manufacturing, healthcare services and niche consumer brands, offering control and growth-oriented capital, board-level operational support and exit planning for strategic sales or recapitalizations.
Private equity and investment-services firm focused on alternative asset management and middle-market buyouts, with sponsor-backed and family-office capital deployment. Pinney & Scofield Inc. positions itself as a sector-agnostic investor targeting operationally intensive businesses in manufacturing, healthcare services and niche consumer brands, offering control and growth-oriented capital, board-level operational support and exit planning for strategic sales or recapitalizations.
Investment Philosophy & Strategy
Targets middle-market control investments in operationally intensive businesses across manufacturing, healthcare services and niche consumer brands. Emphasizes a hands-on private equity playbook: buy-and-build value creation, operational improvement, margin expansion and governance upgrades. Prefers sponsor-backed and family-office capital structures, flexible hold periods tied to execution of strategic exits or recapitalizations. Underwriting blends cashflow resilience, unit economics and management continuity; risk managed through concentrated portfolio construction, staged capital with operational KPIs, and active board-level involvement to accelerate EBITDA growth and liquidity creation.
Targets middle-market control investments in operationally intensive businesses across manufacturing, healthcare services and niche consumer brands. Emphasizes a hands-on private equity playbook: buy-and-build value creation, operational improvement, margin expansion and governance upgrades. Prefers sponsor-backed and family-office capital structures, flexible hold periods tied to execution of strategic exits or recapitalizations. Underwriting blends cashflow resilience, unit economics and management continuity; risk managed through concentrated portfolio construction, staged capital with operational KPIs, and active board-level involvement to accelerate EBITDA growth and liquidity 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:
31.73%
Gain +0.37%
Monthly
1.39%
Yearly
17.99%
Drawdown
7.91%
$209.08M
Equity
Holdings
$209.08M
Investment
$162.97M
$58.98M
Profit +$895,831.71
Realized
$12.87M
Unrealized
$46.11M
Dividends
$5.79M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$895,831.71
Win %
74%
This Week
Compared To Last Week
Gain
0.43%
Profit
$895,831.71
Win %
74%
This Month
Compared to last month
Gain
1.56%
Profit
$3.22M
Win %
74%
This Year
Compared to last year
Gain
2.26%
Profit
$4.62M
Win %
75%
ICFI ICF International Inc.
+11.4%
+$4,018.49 
QSI Quantum-Si Incorporated
+7.87%
+$218.59 
DNOW Dnow Inc.
+7.34%
+$35.03 
QBTS D-Wave Quantum Inc.
+6.88%
+$133.5 
CRWV CoreWeave, Inc.
+6.26%
+$160.2 
AEVA Aeva Technologies, Inc.
+5.26%
+$133 
CC Chemours Co.
+4.24%
+$128 
RIVN Rivian Automotive, Inc.
+4.03%
+$31 
DEO Diageo plc Sponsored ADR
+3.77%
+$56 
DELL Dell Technologies Inc.
+3.67%
+$6,126.49 
CRSP Crispr Therapeutics AG
+3.64%
+$141 
CEG Constellation Energy Corporation
+3.4%
+$1,953.6 
ADI Analog Devices, Inc.
+3.31%
+$3,012.5 
MSTR Strategy Inc.
+3.28%
+$79.5 
IGV iShares Expanded Tech-Software Sector ETF
+3.23%
+$900.2 
SLV iShares Silver Trust
+2.97%
+$132.8 
TSLA Tesla, Inc.
+2.83%
+$5,297.17 
TXN Texas Instruments Inc
+2.76%
+$2,841.6 
BX Blackstone Inc.
+2.74%
+$106.14 
IWP iShares Russell Mid-Cap Growth ETF
+2.4%
+$1,717.88 
ICOP iShares Copper and Metals Mining ETF
+2.35%
+$73.66 
NVDA NVIDIA Corporation
+2.28%
+$92,379.68 
GLD SPDR Gold Shares
+2.27%
+$362.44 
ASML ASML Holding N.V. New York Registry Shares
+2.16%
+$183.72 
PFE Pfizer Inc.
+2.1%
+$2,926.55 
GEHC GE HealthCare Technologies Inc.
+2.08%
+$481.8 
BYND Beyond Meat Inc.
+1.87%
+$7.92 
INTC Intel Corporation
+1.84%
+$1,225.44 
ALLO Allogene Therapeutics Inc.
+1.78%
+$6.72 
MJ Amplify Alternative Harvest ETF
+1.76%
+$13.94 
AVGO Broadcom Inc.
+1.65%
+$382.52 
EBAY eBay Inc.
+1.65%
+$897.26 
IBM International Business Machines Corporation
+1.59%
+$3,076.44 
AMGN Amgen Inc.
+1.51%
+$1,226 
DIHP Dimensional International High Profitability Portfolio
+1.48%
+$61,546.92 
KHC The Kraft Heinz Company
+1.46%
+$1,132.6 
CRNC Cerence Inc.
+1.39%
+$25 
WBD Warner Bros. Discovery, Inc.
+1.38%
+$642.76 
VOT Vanguard Mid-Cap Growth ETF
+1.38%
+$424.32 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$13,355.1 
MDY SPDR S&P MidCap 400 ETF Trust
+1.36%
+$1,277.02 
CTSH Cognizant Technology Solutions Corporation
+1.35%
+$565.18 
VB Vanguard Small-Cap ETF
+1.32%
+$363.09 
VPL Vanguard FTSE Pacific ETF
+1.32%
+$29,773.16 
UPS United Parcel Service, Inc.
+1.24%
+$485.12 
FNDA Schwab Fundamental U.S. Small Company ETF
+1.23%
+$358.05 
IWR iShares Russell Mid-Cap ETF
+1.23%
+$14,741.2 
DLS WisdomTree International SmallCap Dividend Fund
+1.18%
+$88.58 
SCHC Schwab International Small-Cap Equity ETF
+1.18%
+$1,548.75 
DISV Dimensional International Small Cap Equity Fund
+1.18%
+$124,984.17 
QQQM Invesco NASDAQ 100 ETF
+1.16%
+$6.84 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$764.72 
DFIS Dimensional International Small Cap ETF
+1.14%
+$57,188.04 
FNDC Schwab Fundamental International Small Company Index ETF
+1.13%
+$172.71 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+1.11%
+$308.99 
CLS Celestica Inc.
+1.1%
+$621 
DFAI Dimensional International Core Equity Market ETF
+1.1%
+$2,530.01 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+1.1%
+$340.26 
VTWO Vanguard Russell 2000 ETF
+1.09%
+$368.28 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$13,981.46 
IWM iShares Russell 2000 ETF
+1.09%
+$123.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$505.44 
SCHF Schwab International Equity ETF
+1.04%
+$927.13 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.04%
+$2,127.1 
VEU Vanguard FTSE All-World ex-US ETF
+1.02%
+$348.3 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.99%
+$1,316 
FNDF Schwab Fundamental International Large Company Index ETF
+0.97%
+$295.74 
DE Deere & Company
+0.96%
+$444.75 
BA Boeing Company
+0.95%
+$807.4 
DFAS Dimensional U.S. Small Cap ETF
+0.93%
+$222,579.05 
DFAE Dimensional Emerging Core Equity Market ETF
+0.91%
+$3,710.7 
BMY Bristol-Myers Squibb Company
+0.87%
+$252 
C Citigroup Inc.
+0.87%
+$85.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.87%
+$39 
MO Altria Group, Inc.
+0.85%
+$362.82 
VGK Vanguard FTSE Europe ETF
+0.85%
+$814.32 
AEG Aegon N.V.
+0.85%
+$57.12 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$4,250.49 
EMR Emerson Electric Co.
+0.84%
+$125.4 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.83%
+$701.32 
ABBV AbbVie Inc.
+0.83%
+$965.56 
AMZN Amazon.com Inc
+0.8%
+$4,926.78 
VUG Vanguard Growth ETF
+0.8%
+$16,272.49 
DFSU Dimensional US Sustainability Core 1 ETF
+0.78%
+$493.62 
AMT American Tower Corporation
+0.77%
+$349.8 
NTRS Northern Trust Corporation
+0.77%
+$28.4 
VTRS Viatris Inc.
+0.77%
+$9.25 
UNH UnitedHealth Group Incorporated
+0.77%
+$1,096.95 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$3,252.45 
SCHB Schwab U.S. Broad Market ETF
+0.76%
+$87.97 
TT Trane Technologies plc
+0.76%
+$543 
PM Philip Morris International Inc.
+0.76%
+$468.6 
IWN iShares Russell 2000 Value ETF
+0.75%
+$1,360.79 
XLV Health Care Select Sector SPDR Fund
+0.74%
+$244 
IWB iShares Russell 1000 ETF
+0.74%
+$310 
DFEV Dimensional Emerging Markets Value ETF
+0.73%
+$14,097 
DFSI Dimensional International Sustainability Core 1 ETF
+0.72%
+$254.66 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.72%
+$15,456 
DFAW Dimensional World Equity ETF
+0.72%
+$785.07 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$474.25 
SCHX Schwab U.S. Large-Cap ETF
+0.71%
+$2,155.16 
VO Vanguard Mid-Cap ETF
+0.67%
+$328.35 
ETR Entergy Corporation
+0.67%
+$46.86 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.64%
+$6,089.34 
DFAU Dimensional US Core Equity Market ETF
+0.64%
+$141.1 
DFUV Dimensional US Marketwide Value ETF
+0.64%
+$112,234.32 
SDY SPDR S&P Dividend ETF
+0.63%
+$93.06 
BLK BlackRock, Inc.
+0.63%
+$28.4 
DFIV Dimensional International Value ETF
+0.61%
+$148,504.65 
IVV iShares Core S&P 500 ETF
+0.6%
+$5,699.16 
VOO Vanguard S&P 500 ETF
+0.59%
+$781.19 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$533.52 
VOOV Vanguard S&P 500 Value ETF
+0.53%
+$300 
VYM Vanguard High Dividend Yield ETF
+0.52%
+$85 
IVE ISHARES S&P 500 VALUE ETF
+0.5%
+$101.79 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.49%
+$80.22 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.48%
+$454.2 
SYK Stryker Corporation
+0.46%
+$561.6 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.46%
+$52.2 
SCHV Schwab U.S. Large-Cap Value ETF
+0.46%
+$71.68 
CSCO Cisco Systems, Inc.
+0.45%
+$1,105.38 
DFSV Dimensional US Small Cap Value ETF
+0.44%
+$36,612.64 
DFAR Dimensional US Real Estate ETF
+0.43%
+$50,551.82 
ICF iShares Cohen & Steers Realty Majors ETF
+0.43%
+$23.01 
BMO Bank of Montreal
+0.43%
+$1,317.48 
VTV Vanguard Value ETF
+0.43%
+$803.15 
VNQ Vanguard Real Estate ETF
+0.41%
+$1,308 
OGN Organon & Co.
+0.41%
+$1.1 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.4%
+$185.38 
DFLV Dimensional US Large Cap Value ETF
+0.36%
+$23,394.6 
DFAT Dimensional US Targeted Value ETF
+0.36%
+$46,202 
T AT&T Inc.
+0.36%
+$651.61 
VIG Vanguard Dividend Appreciation ETF
+0.34%
+$43.99 
VLTO Veralto Corporation
+0.34%
+$28.38 
JPM JPMorgan Chase & Co.
+0.33%
+$1,413.37 
META Meta Platforms Inc Class A
+0.33%
+$775.57 
UMBF UMB Financial Corporation
+0.32%
+$865.29 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.3%
+$870 
AAPL Apple Inc.
+0.29%
+$20,727.6 
VGLT Vanguard Long-Term Treasury Fund
+0.26%
+$1,123.8 
KVUE Kenvue Inc.
+0.26%
+$28.5 
KD Kyndryl Holdings Inc.
+0.21%
+$2.76 
JNK SPDR Bloomberg High Yield Bond ETF
+0.21%
+$86.1 
VCHY Vanguard U.S. High-Yield Corporate Bond Index ETF
+0.21%
+$31.68 
DFIP Dimensional Inflation-Protected Securities ETF
+0.21%
+$52,322.35 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$677.85 
TIP iShares TIPS Bond ETF
+0.21%
+$121.66 
DIS The Walt Disney Company
+0.2%
+$248.97 
BLV Vanguard Long-Term Bond ETF
+0.2%
+$6,140.81 
EQT EQT Corporation
+0.19%
+$2.5 
OTIS Otis Worldwide Corporation
+0.19%
+$3.78 
AGG iShares Core U.S. Aggregate Bond ETF
+0.18%
+$208.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.17%
+$17.2 
SCHP Schwab U.S. TIPS ETF
+0.17%
+$23.45 
DFCF Dimensional Core Fixed Income ETF
+0.17%
+$2,623.25 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.17%
+$839.52 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.17%
+$214.76 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.16%
+$21.72 
MRK Merck & Co., Inc.
+0.16%
+$47 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.15%
+$362.88 
BSV Vanguard Short-Term Bond ETF
+0.14%
+$253.47 
VZ Verizon Communications Inc.
+0.13%
+$78.06 
DGCB Dimensional Global Credit Fund
+0.12%
+$0.65 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.12%
+$20.34 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.11%
+$66.12 
ETN Eaton Corporation plc
+0.11%
+$7.68 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.1%
+$3.7 
CARR Carrier Global Corporation
+0.06%
+$2.16 
NEE NextEra Energy, Inc.
+0.06%
+$140 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$439.4 
PGR Progressive Corporation
+0.01%
+$0.78 
PTC PTC Inc.
+0.01%
+$2.56 
MSFT Microsoft Corp.
+0.01%
+$30.35 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 CGC
CGC
0%
$0 5318
53184C118
0%
$0 
XRAY Dentsply Sirona Inc.
-8%
-$105.4 
AKAM Akamai Technologies Inc.
-6.78%
-$1,809 
WDC Western Digital Corporation
-3.83%
-$2,593.5 
DOW Dow Inc.
-3.17%
-$409.92 
V Visa Inc. Class A
-2.18%
-$4,753.24 
ANET Arista Networks, Inc.
-1.93%
-$111.6 
DAC Danaos Corporation
-1.75%
-$500 
TMUS T-Mobile US, Inc.
-1.56%
-$491.75 
VLO Valero Energy Corporation
-1.56%
-$473 
BP BP p.l.c. Sponsored ADR
-1.44%
-$1,444.48 
IR Ingersoll Rand Inc.
-1.44%
-$167.64 
ARM Arm Holdings plc American Depositary Receipt
-1.41%
-$161.6 
SHEL Shell plc
-1.23%
-$143 
XOM Exxon Mobil Corporation
-1.22%
-$6,528.24 
PYPL PayPal Holdings Inc
-1.2%
-$224.64 
GE General Electric Company
-1.2%
-$4,504.5 
ADM Archer-Daniels-Midland Co
-1.2%
-$465 
AMD Advanced Micro Devices, Inc.
-1.19%
-$1,519.6 
WAB Wabtec Corporation
-1.17%
-$31.14 
DD DuPont de Nemours, Inc.
-1.12%
-$252.77 
YUM Yum! Brands, Inc.
-1.04%
-$742.53 
VAC Marriott Vacations Worldwide Corporation
-1.03%
-$154.8 
GEV GE Vernova Inc.
-1.02%
-$2,504.28 
EQIX Equinix, Inc.
-0.99%
-$312.3 
GOOGL Alphabet Inc
-0.98%
-$8,519 
GOOG Alphabet Inc
-0.91%
-$4,706.1 
CSX CSX Corporation
-0.87%
-$1,287 
PG Procter & Gamble Co
-0.82%
-$2,407.59 
ADP Automatic Data Processing Inc.
-0.79%
-$976.5 
UNP Union Pacific Corporation
-0.78%
-$1,658.57 
BRK-A Berkshire Hathaway Inc.
-0.75%
-$5,914 
CGNX Cognex Corporation
-0.73%
-$922.18 
OXY-WT Occidental Petroleum Corporation
-0.67%
-$0.69 
MCD McDonald's Corporation
-0.64%
-$234.3 
ESRT Empire State Realty Trust Inc.
-0.61%
-$300 
LLY Eli Lilly and Company
-0.58%
-$50,619.82 
CVS CVS Health Corporation
-0.56%
-$729 
SRE Sempra
-0.56%
-$106.22 
MFC Manulife Financial Corporation
-0.54%
-$30.24 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$2,815.62 
CAH Cardinal Health Inc.
-0.53%
-$252 
TFC Truist Financial Corporation
-0.46%
-$314.4 
WFC Wells Fargo & Company
-0.41%
-$29.11 
MPC Marathon Petroleum Corporation
-0.36%
-$162 
ACB Aurora Cannabis Inc.
-0.34%
-$4 
CME CME Group Inc.
-0.26%
-$343.62 
MDLZ Mondelez International, Inc.
-0.25%
-$64.64 
OXY Occidental Petroleum Corporation
-0.22%
-$3.88 
CE Celanese Corporation
-0.16%
-$0.77 
COST Costco Wholesale Corporation
-0.14%
-$495.05 
ABT Abbott Laboratories
-0.14%
-$19.8 
RTX RTX Corporation
-0.12%
-$40.23 
CTVA Corteva Inc.
-0.05%
-$18.88 
LIN Linde plc
-0.05%
-$5.29 Events
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Dividends
Dividend Analysis
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No Data
| Trades 711 | Longs Won 530/711 74% | Profit Factor 52.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $649,397.46 |
| Average Win $113,475.7 | Best Trade (Mar 30) $11.75M | Sharpe Ratio -357.95 |
| Average Loss -$6,383.15 | Worst Trade (Sep 01) -$105,467.43 | Z-Score 18.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 4d | Expectancy $82,959.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 5318 53184C118 | 2,500 | $27,350 | $27,350 | - | - | - | 0.0 |
| AAPL Apple Inc. | 22,530 | $5.57M | $7.06M | - | $1.48M | 26.63% | +0.294% |
| ABBV AbbVie Inc. | 478 | $87,221.82 | $117,535.42 | - | $30,313.6 | 34.75% | +0.828% |
| ABT Abbott Laboratories | 132 | $13,552 | $14,230.92 | - | $678.92 | 5.01% | -0.139% |
| ACB Aurora Cannabis Inc. | 400 | $1,700 | $1,188 | - | -$512 | -30.12% | -0.336% |
| ADI Analog Devices, Inc. | 241 | $51,714.39 | $93,944.21 | - | $42,229.82 | 81.66% | +3.313% |
| ADM Archer-Daniels-Midland Co | 500 | $36,345 | $38,290 | - | $1,945 | 5.35% | -1.2% |
| ADP Automatic Data Processing Inc. | 450 | $131,729 | $122,103 | - | -$9,626 | -7.31% | -0.793% |
| AEG Aegon N.V. | 714 | $4,205 | $6,811.56 | - | $2,606.56 | 61.99% | +0.846% |
| AEVA Aeva Technologies, Inc. | 100 | $1,316 | $2,659 | - | $1,343 | 102.05% | +5.265% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,192 | $118,330 | $116,345.16 | - | -$1,984.84 | -1.68% | +0.18% |
| AKAM Akamai Technologies Inc. | 225 | $21,317.85 | $24,864.75 | - | $3,546.9 | 16.64% | -6.782% |
| ALLO Allogene Therapeutics Inc. | 192 | $409 | $384.96 | - | -$24.04 | -5.88% | +1.777% |
| AMD Advanced Micro Devices, Inc. | 262 | $39,181.47 | $126,671.76 | - | $87,490.29 | 223.3% | -1.185% |
| AMGN Amgen Inc. | 200 | $62,276 | $82,196 | - | $19,920 | 31.99% | +1.514% |
| AMT American Tower Corporation | 265 | $48,603.47 | $45,717.8 | - | -$2,885.67 | -5.94% | +0.771% |
| AMZN Amazon.com Inc | 2,260 | $489,995.29 | $620,234.4 | - | $130,239.11 | 26.58% | +0.801% |
| ANET Arista Networks, Inc. | 30 | $3,683 | $5,658 | - | $1,975 | 53.62% | -1.934% |
| ARM Arm Holdings plc American Depositary Receipt | 40 | $6,051 | $11,305.6 | - | $5,254.6 | 86.84% | -1.409% |
| ASML ASML Holding N.V. New York Registry Shares | 5 | $3,465 | $8,705.57 | - | $5,240.57 | 151.24% | +2.156% |
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Option values are updated at end of day.
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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 Pinney & Scofield Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $11.75M, Dimensional Inflation-Protected Securities ETF - $1.54M, Dimensional International Value ETF - $1.16M, Dimensional US Marketwide Value ETF - $494,213.77, and Dimensional International Small Cap Equity Fund - $410,245.37. 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: ICF International Inc - $19,632.2, Centene Corporation - $10,209, Comcast Corp - $2,870.67, Brookline Bancorp, Inc - $2,535, and T-Rex 2X Long Tesla Daily Target - $2,482. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Pinney & Scofield Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.79M earned over time. The largest contributors to dividend income include Dimensional Inflation-Protected Securities ETF - $1.54M, Dimensional International Value ETF - $1.01M, Dimensional International Small Cap Equity Fund - $387,710.07, Dimensional US Marketwide Value ETF - $353,635.69, and Dimensional U.S. Small Cap ETF - $303,723.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Pinney & Scofield Inc.'s monthly returns?
Pinney & Scofield Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Pinney & Scofield Inc.'s strategy be considered aggressive or moderate?
Pinney & Scofield Inc.'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 Pinney & Scofield Inc.'s strategy?
Pinney & Scofield Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
